test: add spec for profile access token reset

- Add short_description translations for integration apps (dyte, slack,
dialogflow, google_translate, openai, linear, shopify)
- Remove fallback logic in NewHook.vue since I18n.t() returns
translation key string when missing (making fallback ineffective)

app/controllers/api/v1/profiles_controller.rb

@@ -38,6 +38,11 @@ class Api::V1::ProfilesController < Api::BaseController
     head :ok
   end
 
+  def reset_access_token
+    @user.access_token.regenerate_token
+    @user.reload
+  end
+
   private
 
   def set_user

app/controllers/super_admin/app_configs_controller.rb

@@ -32,22 +32,17 @@ class SuperAdmin::AppConfigsController < SuperAdmin::ApplicationController
   end
 
   def allowed_configs
-    @allowed_configs = case @config
+    mapping = {
-                       when 'facebook'
+      'facebook' => %w[FB_APP_ID FB_VERIFY_TOKEN FB_APP_SECRET IG_VERIFY_TOKEN FACEBOOK_API_VERSION ENABLE_MESSENGER_CHANNEL_HUMAN_AGENT],
-                         %w[FB_APP_ID FB_VERIFY_TOKEN FB_APP_SECRET IG_VERIFY_TOKEN FACEBOOK_API_VERSION ENABLE_MESSENGER_CHANNEL_HUMAN_AGENT]
+      'shopify' => %w[SHOPIFY_CLIENT_ID SHOPIFY_CLIENT_SECRET],
-                       when 'shopify'
+      'microsoft' => %w[AZURE_APP_ID AZURE_APP_SECRET],
-                         %w[SHOPIFY_CLIENT_ID SHOPIFY_CLIENT_SECRET]
+      'email' => ['MAILER_INBOUND_EMAIL_DOMAIN'],
-                       when 'microsoft'
+      'linear' => %w[LINEAR_CLIENT_ID LINEAR_CLIENT_SECRET],
-                         %w[AZURE_APP_ID AZURE_APP_SECRET]
+      'slack' => %w[SLACK_CLIENT_ID SLACK_CLIENT_SECRET],
-                       when 'email'
+      'instagram' => %w[INSTAGRAM_APP_ID INSTAGRAM_APP_SECRET INSTAGRAM_VERIFY_TOKEN INSTAGRAM_API_VERSION ENABLE_INSTAGRAM_CHANNEL_HUMAN_AGENT]
-                         ['MAILER_INBOUND_EMAIL_DOMAIN']
+    }
-                       when 'linear'
+
-                         %w[LINEAR_CLIENT_ID LINEAR_CLIENT_SECRET]
+    @allowed_configs = mapping.fetch(@config, %w[ENABLE_ACCOUNT_SIGNUP FIREBASE_PROJECT_ID FIREBASE_CREDENTIALS])
-                       when 'instagram'
-                         %w[INSTAGRAM_APP_ID INSTAGRAM_APP_SECRET INSTAGRAM_VERIFY_TOKEN INSTAGRAM_API_VERSION ENABLE_INSTAGRAM_CHANNEL_HUMAN_AGENT]
-                       else
-                         %w[ENABLE_ACCOUNT_SIGNUP FIREBASE_PROJECT_ID FIREBASE_CREDENTIALS]
-                       end
   end
 end
 

app/javascript/dashboard/api/auth.js

@@ -102,4 +102,8 @@ export default {
     const urlData = endPoints('resendConfirmation');
     return axios.post(urlData.url);
   },
+  resetAccessToken() {
+    const urlData = endPoints('resetAccessToken');
+    return axios.post(urlData.url);
+  },
 };

app/javascript/dashboard/api/endPoints.js

@@ -51,6 +51,9 @@ const endPoints = {
   resendConfirmation: {
     url: '/api/v1/profile/resend_confirmation',
   },
+  resetAccessToken: {
+    url: '/api/v1/profile/reset_access_token',
+  },
 };
 
 export default page => {

app/javascript/dashboard/i18n/locale/en/settings.json

@@ -76,7 +76,10 @@
       "ACCESS_TOKEN": {
         "TITLE": "Access Token",
         "NOTE": "This token can be used if you are building an API based integration",
-        "COPY": "Copy"
+        "COPY": "Copy",
+        "RESET": "Reset",
+        "RESET_SUCCESS": "Access token regenerated",
+        "RESET_ERROR": "Could not reset token"
       },
       "AUDIO_NOTIFICATIONS_SECTION": {
         "TITLE": "Audio Alerts",

app/javascript/dashboard/routes/dashboard/settings/integrations/NewHook.vue

@@ -117,7 +117,7 @@ export default {
   <div class="flex flex-col h-auto overflow-auto integration-hooks">
     <woot-modal-header
       :header-title="integration.name"
-      :header-content="integration.short_description || integration.description"
+      :header-content="integration.short_description"
     />
     <FormKit
       v-model="values"

app/javascript/dashboard/routes/dashboard/settings/profile/AccessToken.vue

@@ -7,7 +7,7 @@ const props = defineProps({
     default: '',
   },
 });
-const emit = defineEmits(['onCopy']);
+const emit = defineEmits(['onCopy', 'onReset']);
 const inputType = ref('password');
 const toggleMasked = () => {
   inputType.value = inputType.value === 'password' ? 'text' : 'password';
@@ -20,6 +20,10 @@ const maskIcon = computed(() => {
 const onClick = () => {
   emit('onCopy', props.value);
 };
+
+const onReset = () => {
+  emit('onReset');
+};
 </script>
 
 <template>
@@ -56,5 +60,15 @@ const onClick = () => {
     >
       {{ $t('PROFILE_SETTINGS.FORM.ACCESS_TOKEN.COPY') }}
     </FormButton>
+    <FormButton
+      type="button"
+      size="large"
+      icon="key"
+      variant="outline"
+      color-scheme="primary"
+      @click="onReset"
+    >
+      {{ $t('PROFILE_SETTINGS.FORM.ACCESS_TOKEN.RESET') }}
+    </FormButton>
   </div>
 </template>

app/javascript/dashboard/routes/dashboard/settings/profile/Index.vue

@@ -181,6 +181,14 @@ export default {
       await copyTextToClipboard(value);
       useAlert(this.$t('COMPONENTS.CODE.COPY_SUCCESSFUL'));
     },
+    async resetAccessToken() {
+      const success = await this.$store.dispatch('resetAccessToken');
+      if (success) {
+        useAlert(this.$t('PROFILE_SETTINGS.FORM.ACCESS_TOKEN.RESET_SUCCESS'));
+      } else {
+        useAlert(this.$t('PROFILE_SETTINGS.FORM.ACCESS_TOKEN.RESET_ERROR'));
+      }
+    },
   },
 };
 </script>
@@ -281,7 +289,11 @@ export default {
         )
       "
     >
-      <AccessToken :value="currentUser.access_token" @on-copy="onCopyToken" />
+      <AccessToken
+        :value="currentUser.access_token"
+        @on-copy="onCopyToken"
+        @on-reset="resetAccessToken"
+      />
     </FormSection>
   </div>
 </template>

app/javascript/dashboard/store/modules/auth.js

@@ -213,6 +213,16 @@ export const actions = {
     }
   },
 
+  resetAccessToken: async ({ commit }) => {
+    try {
+      const response = await authAPI.resetAccessToken();
+      commit(types.SET_CURRENT_USER, response.data);
+      return true;
+    } catch (error) {
+      return false;
+    }
+  },
+
   resendConfirmation: async () => {
     try {
       await authAPI.resendConfirmation();

app/jobs/internal/delete_accounts_job.rb

@@ -0,0 +1,27 @@
+class Internal::DeleteAccountsJob < ApplicationJob
+  queue_as :scheduled_jobs
+
+  def perform
+    delete_expired_accounts
+  end
+
+  private
+
+  def delete_expired_accounts
+    accounts_pending_deletion.each do |account|
+      AccountDeletionService.new(account: account).perform
+    end
+  end
+
+  def accounts_pending_deletion
+    Account.where("custom_attributes->>'marked_for_deletion_at' IS NOT NULL")
+           .select { |account| deletion_period_expired?(account) }
+  end
+
+  def deletion_period_expired?(account)
+    deletion_time = account.custom_attributes['marked_for_deletion_at']
+    return false if deletion_time.blank?
+
+    DateTime.parse(deletion_time) <= Time.current
+  end
+end

app/mailers/administrator_notifications/account_compliance_mailer.rb

@@ -0,0 +1,52 @@
+class AdministratorNotifications::AccountComplianceMailer < AdministratorNotifications::BaseMailer
+  def account_deleted(account)
+    return if instance_admin_email.blank?
+
+    subject = subject_for(account)
+    meta = build_meta(account)
+
+    send_notification(subject, to: instance_admin_email, meta: meta)
+  end
+
+  private
+
+  def build_meta(account)
+    deleted_users = params[:soft_deleted_users] || []
+
+    user_info_list = deleted_users.map do |user|
+      {
+        'user_id' => user[:id].to_s,
+        'user_email' => user[:original_email].to_s
+      }
+    end
+
+    {
+      'instance_url' => instance_url,
+      'account_id' => account.id,
+      'account_name' => account.name,
+      'deleted_at' => format_time(Time.current.iso8601),
+      'deletion_reason' => account.custom_attributes['marked_for_deletion_reason'] || 'not specified',
+      'marked_for_deletion_at' => format_time(account.custom_attributes['marked_for_deletion_at']),
+      'soft_deleted_users' => user_info_list,
+      'deleted_user_count' => user_info_list.size
+    }
+  end
+
+  def format_time(time_string)
+    return 'not specified' if time_string.blank?
+
+    Time.zone.parse(time_string).strftime('%B %d, %Y %H:%M:%S %Z')
+  end
+
+  def subject_for(account)
+    "Account Deletion Notice for #{account.id} - #{account.name}"
+  end
+
+  def instance_admin_email
+    GlobalConfig.get('CHATWOOT_INSTANCE_ADMIN_EMAIL')['CHATWOOT_INSTANCE_ADMIN_EMAIL']
+  end
+
+  def instance_url
+    ENV.fetch('FRONTEND_URL', 'not available')
+  end
+end

app/models/integrations/app.rb

@@ -39,7 +39,8 @@ class Integrations::App
   def action
     case params[:id]
     when 'slack'
-      "#{params[:action]}&client_id=#{ENV.fetch('SLACK_CLIENT_ID', nil)}&redirect_uri=#{self.class.slack_integration_url}"
+      client_id = GlobalConfigService.load('SLACK_CLIENT_ID', nil)
+      "#{params[:action]}&client_id=#{client_id}&redirect_uri=#{self.class.slack_integration_url}"
     when 'linear'
       build_linear_action
     else
@@ -50,7 +51,7 @@ class Integrations::App
   def active?(account)
     case params[:id]
     when 'slack'
-      ENV['SLACK_CLIENT_SECRET'].present?
+      GlobalConfigService.load('SLACK_CLIENT_SECRET', nil).present?
     when 'linear'
       GlobalConfigService.load('LINEAR_CLIENT_ID', nil).present?
     when 'shopify'

app/services/account_deletion_service.rb

@@ -0,0 +1,50 @@
+class AccountDeletionService
+  attr_reader :account, :soft_deleted_users
+
+  def initialize(account:)
+    @account = account
+    @soft_deleted_users = []
+  end
+
+  def perform
+    Rails.logger.info("Deleting account #{account.id} - #{account.name} that was marked for deletion")
+
+    soft_delete_orphaned_users
+    send_compliance_notification
+    DeleteObjectJob.perform_later(account)
+  end
+
+  private
+
+  def send_compliance_notification
+    AdministratorNotifications::AccountComplianceMailer.with(
+      account: account,
+      soft_deleted_users: soft_deleted_users
+    ).account_deleted(account).deliver_later
+  end
+
+  def soft_delete_orphaned_users
+    account.users.each do |user|
+      # Find all account_users for this user excluding the current account
+      other_accounts = user.account_users.where.not(account_id: account.id).count
+
+      # If user has no other accounts, soft delete them
+      next unless other_accounts.zero?
+
+      # Soft delete user by appending -deleted.com to email
+      original_email = user.email
+      user.email = "#{original_email}-deleted.com"
+      user.skip_reconfirmation!
+      user.save!
+
+      user_info = {
+        id: user.id.to_s,
+        original_email: original_email
+      }
+
+      soft_deleted_users << user_info
+
+      Rails.logger.info("Soft deleted user #{user.id} with email #{original_email}")
+    end
+  end
+end

app/views/api/v1/profiles/reset_access_token.json.jbuilder

@@ -0,0 +1 @@
+json.partial! 'api/v1/models/user', formats: [:json], resource: @user

app/views/mailers/administrator_notifications/account_compliance_mailer/account_deleted.liquid

@@ -0,0 +1,30 @@
+<p>Hello,</p>
+
+<p>This is a notification to inform you that an account has been permanently deleted from your Chatwoot instance.</p>
+
+<p>
+  <strong>Chatwoot Installation:</strong> {{ meta.instance_url }}<br>
+  <strong>Account ID:</strong> {{ meta.account_id }}<br>
+  <strong>Account Name:</strong> {{ meta.account_name }}<br>
+  <strong>Deleted At:</strong> {{ meta.deleted_at }}<br>
+  <strong>Marked for Deletion at:</strong> {{ meta.marked_for_deletion_at }}<br>
+  <strong>Deletion Reason:</strong> {{ meta.deletion_reason }}
+</p>
+
+{% if meta.deleted_user_count > 0 %}
+<p>
+  <strong>Deleted Users ({{ meta.deleted_user_count }}):</strong><br>
+  {% for user in meta.soft_deleted_users %}
+    User ID: {{ user.user_id }}, Email: {{ user.user_email }}{% unless forloop.last %}<br>{% endunless %}
+  {% endfor %}
+</p>
+{% else %}
+<p>
+  <strong>Deleted Users:</strong> None
+</p>
+{% endif %}
+
+<p>This email serves as a record for compliance purposes.</p>
+
+<p>Thank you,<br>
+Chatwoot System</p>

app/views/super_admin/application/_icons.html.erb

@@ -159,4 +159,7 @@
   <symbol id="icon-shopify"  viewBox="0 0 32 32">
     <path fill="currentColor" d="m20.448 31.974l9.625-2.083s-3.474-23.484-3.5-23.641s-.156-.255-.281-.255c-.13 0-2.573-.182-2.573-.182s-1.703-1.698-1.922-1.88a.4.4 0 0 0-.161-.099l-1.219 28.141zm-4.833-16.901s-1.083-.563-2.365-.563c-1.932 0-2.005 1.203-2.005 1.521c0 1.641 4.318 2.286 4.318 6.172c0 3.057-1.922 5.01-4.542 5.01c-3.141 0-4.719-1.953-4.719-1.953l.859-2.781s1.661 1.422 3.042 1.422c.901 0 1.302-.724 1.302-1.245c0-2.156-3.542-2.255-3.542-5.807c-.047-2.984 2.094-5.891 6.438-5.891c1.677 0 2.5.479 2.5.479l-1.26 3.625zm-.719-13.969c.177 0 .359.052.536.182c-1.313.62-2.75 2.188-3.344 5.323a76 76 0 0 1-2.516.771c.688-2.38 2.359-6.26 5.323-6.26zm1.646 3.932v.182c-1.005.307-2.115.646-3.193.979c.62-2.37 1.776-3.526 2.781-3.958c.255.667.411 1.568.411 2.797zm.718-2.973c.922.094 1.521 1.151 1.901 2.339c-.464.151-.979.307-1.542.484v-.333c0-1.005-.13-1.828-.359-2.495zm3.99 1.718c-.031 0-.083.026-.104.026c-.026 0-.385.099-.953.281C19.63 2.442 18.625.927 16.849.927h-.156C16.183.281 15.558 0 15.021 0c-4.141 0-6.12 5.172-6.74 7.797c-1.594.484-2.75.844-2.88.896c-.901.286-.927.313-1.031 1.161c-.099.615-2.438 18.75-2.438 18.75L20.01 32z"/>
   </symbol>
+  <symbol id="icon-slack" viewBox="0 0 24 24">
+    <path fill="currentColor" d="M6.527 14.514A1.973 1.973 0 0 1 4.56 16.48a1.973 1.973 0 0 1-1.968-1.967c0-1.083.885-1.968 1.968-1.968h1.967zm.992 0c0-1.083.885-1.968 1.968-1.968s1.967.885 1.967 1.968v4.927a1.973 1.973 0 0 1-1.967 1.968a1.973 1.973 0 0 1-1.968-1.968zm1.968-7.987A1.973 1.973 0 0 1 7.519 4.56c0-1.083.885-1.967 1.968-1.967s1.967.884 1.967 1.967v1.968zm0 .992c1.083 0 1.967.884 1.967 1.967a1.973 1.973 0 0 1-1.967 1.968H4.56a1.973 1.973 0 0 1-1.968-1.968c0-1.083.885-1.967 1.968-1.967zm7.986 1.967c0-1.083.885-1.967 1.968-1.967s1.968.884 1.968 1.967a1.973 1.973 0 0 1-1.968 1.968h-1.968zm-.991 0a1.973 1.973 0 0 1-1.968 1.968a1.973 1.973 0 0 1-1.968-1.968V4.56c0-1.083.885-1.967 1.968-1.967s1.968.884 1.968 1.967zm-1.968 7.987c1.083 0 1.968.885 1.968 1.968a1.973 1.973 0 0 1-1.968 1.968a1.973 1.973 0 0 1-1.968-1.968v-1.968zm0-.992a1.973 1.973 0 0 1-1.968-1.967c0-1.083.885-1.968 1.968-1.968h4.927c1.083 0 1.968.885 1.968 1.968a1.973 1.973 0 0 1-1.968 1.967z"/>
+  </symbol>
 </svg>

config/database.yml

@@ -16,16 +16,13 @@ development:
   <<: *default
   database: "<%= ENV.fetch('POSTGRES_DATABASE', 'chatwoot_dev') %>"
   username: "<%= ENV.fetch('POSTGRES_USERNAME', 'postgres') %>"
-  password: "<%= ENV.fetch('POSTGRES_PASSWORD', '') %>"
 
 test:
   <<: *default
   database: "<%= ENV.fetch('POSTGRES_DATABASE', 'chatwoot_test') %>"
   username: "<%= ENV.fetch('POSTGRES_USERNAME', 'postgres') %>"
-  password: "<%= ENV.fetch('POSTGRES_PASSWORD', '') %>"
 
 production:
   <<: *default
   database: "<%= ENV.fetch('POSTGRES_DATABASE', 'chatwoot_production') %>"
   username: "<%= ENV.fetch('POSTGRES_USERNAME', 'chatwoot_prod') %>"
-  password: "<%= ENV.fetch('POSTGRES_PASSWORD', 'chatwoot_prod') %>"

config/installation_config.yml

@@ -235,6 +235,14 @@
   description: Used to notify Chatwoot about account abuses, potential threads (Should be a Discord Webhook URL)
 # ------- End of Chatwoot Internal Config for Self Hosted ----#
 
+# ------- Compliance Related Config ----#
+- name: CHATWOOT_INSTANCE_ADMIN_EMAIL
+  display_title: 'Instance Admin Email'
+  value:
+  description: 'The email of the instance administrator to receive compliance-related notifications'
+  locked: false
+# ------- End of Compliance Related Config ----#
+
 ## ------ Configs added for enterprise clients ------ ##
 - name: API_CHANNEL_NAME
   value:
@@ -280,6 +288,20 @@
   type: secret
 ## ------ End of Configs added for Linear ------ ##
 
+## ------ Configs added for Slack ------ ##
+- name: SLACK_CLIENT_ID
+  display_title: 'Slack Client ID'
+  value:
+  locked: false
+  description: 'Slack client ID'
+- name: SLACK_CLIENT_SECRET
+  display_title: 'Slack Client Secret'
+  value:
+  locked: false
+  description: 'Slack client secret'
+  type: secret
+## ------ End of Configs added for Slack ------ ##
+
 # ------- Shopify Integration Config ------- #
 - name: SHOPIFY_CLIENT_ID
   display_title: 'Shopify Client ID'

config/locales/en.yml

@@ -213,33 +213,41 @@ en:
     online:
       delete: '%{contact_name} is Online, please try again later'
   integration_apps:
+    # Note: webhooks and dashboard_apps don't need short_description as they use different modal components
     dashboard_apps:
       name: 'Dashboard Apps'
       description: 'Dashboard Apps allow you to create and embed applications that display user information, orders, or payment history, providing more context to your customer support agents.'
     dyte:
       name: 'Dyte'
+      short_description: 'Start video/voice calls with customers directly from Chatwoot.'
       description: 'Dyte is a product that integrates audio and video functionalities into your application. With this integration, your agents can start video/voice calls with your customers directly from Chatwoot.'
       meeting_name: '%{agent_name} has started a meeting'
     slack:
       name: 'Slack'
+      short_description: 'Receive notifications and respond to conversations directly in Slack.'
       description: "Integrate Chatwoot with Slack to keep your team in sync. This integration allows you to receive notifications for new conversations and respond to them directly within Slack's interface."
     webhooks:
       name: 'Webhooks'
       description: 'Webhook events provide real-time updates about activities in your Chatwoot account. You can subscribe to your preferred events, and Chatwoot will send you HTTP callbacks with the updates.'
     dialogflow:
       name: 'Dialogflow'
+      short_description: 'Build chatbots to handle initial queries before transferring to agents.'
       description: 'Build chatbots with Dialogflow and easily integrate them into your inbox. These bots can handle initial queries before transferring them to a customer service agent.'
     google_translate:
       name: 'Google Translate'
+      short_description: 'Automatically translate customer messages for agents.'
       description: "Integrate Google Translate to help agents easily translate customer messages. This integration automatically detects the language and converts it to the agent's or admin's preferred language."
     openai:
       name: 'OpenAI'
+      short_description: 'AI-powered reply suggestions, summarization, and message enhancement.'
       description: 'Leverage the power of large language models from OpenAI with the features such as reply suggestions, summarization, message rephrasing, spell-checking, and label classification.'
     linear:
       name: 'Linear'
+      short_description: 'Create and link Linear issues directly from conversations.'
       description: 'Create issues in Linear directly from your conversation window. Alternatively, link existing Linear issues for a more streamlined and efficient issue tracking process.'
     shopify:
       name: 'Shopify'
+      short_description: 'Access order details and customer data from your Shopify store.'
       description: 'Connect your Shopify store to access order details, customer information, and product data directly within your conversations and helps your support team provide faster, more contextual assistance to your customers.'
     leadsquared:
       name: 'LeadSquared'

config/routes.rb

@@ -295,6 +295,7 @@ Rails.application.routes.draw do
           post :auto_offline
           put :set_active_account
           post :resend_confirmation
+          post :reset_access_token
         end
       end
 

config/schedule.yml

@@ -39,3 +39,10 @@ process_stale_contacts_job:
   cron: '30 04 * * *'
   class: 'Internal::ProcessStaleContactsJob'
   queue: housekeeping
+
+# executed daily at 0100 UTC
+# to delete accounts marked for deletion
+delete_accounts_job:
+  cron: '0 1 * * *'
+  class: 'Internal::DeleteAccountsJob'
+  queue: scheduled_jobs

enterprise/app/controllers/enterprise/api/v1/accounts/conversations_controller.rb

@@ -19,9 +19,9 @@ module Enterprise::Api::V1::Accounts::ConversationsController
 
     response = Captain::Copilot::ChatService.new(
       assistant,
-      previous_messages: copilot_params[:previous_messages],
+      previous_history: copilot_params[:previous_history],
-      conversation_history: @conversation.to_llm_text,
+      conversation_id: @conversation.display_id,
-      language: @conversation.account.locale_english_name
+      user_id: Current.user.id
     ).generate_response(copilot_params[:message])
 
     render json: { message: response['response'] }
@@ -44,6 +44,6 @@ module Enterprise::Api::V1::Accounts::ConversationsController
   private
 
   def copilot_params
-    params.permit(:previous_messages, :message, :assistant_id)
+    params.permit(:previous_history, :message, :assistant_id)
   end
 end

enterprise/app/controllers/enterprise/super_admin/app_configs_controller.rb

@@ -33,6 +33,6 @@ module Enterprise::SuperAdmin::AppConfigsController
 
   def internal_config_options
     %w[CHATWOOT_INBOX_TOKEN CHATWOOT_INBOX_HMAC_KEY ANALYTICS_TOKEN CLEARBIT_API_KEY DASHBOARD_SCRIPTS INACTIVE_WHATSAPP_NUMBERS BLOCKED_EMAIL_DOMAINS
-       CAPTAIN_CLOUD_PLAN_LIMITS ACCOUNT_SECURITY_NOTIFICATION_WEBHOOK_URL]
+       CAPTAIN_CLOUD_PLAN_LIMITS ACCOUNT_SECURITY_NOTIFICATION_WEBHOOK_URL CHATWOOT_INSTANCE_ADMIN_EMAIL]
   end
 end

enterprise/app/helpers/captain/chat_helper.rb

@@ -1,6 +1,6 @@
 module Captain::ChatHelper
   def request_chat_completion
-    Rails.logger.debug { "[CAPTAIN][ChatCompletion] #{@messages}" }
+    log_chat_completion_request
 
     response = @client.chat(
       parameters: {
@@ -15,13 +15,17 @@ module Captain::ChatHelper
     handle_response(response)
   end
 
+  private
+
   def handle_response(response)
-    Rails.logger.debug { "[CAPTAIN][ChatCompletion] #{response}" }
+    Rails.logger.debug { "#{self.class.name} Assistant: #{@assistant.id}, Received response #{response}" }
     message = response.dig('choices', 0, 'message')
     if message['tool_calls']
       process_tool_calls(message['tool_calls'])
     else
-      JSON.parse(message['content'].strip)
+      message = JSON.parse(message['content'].strip)
+      persist_message(message, 'assistant')
+      message
     end
   end
 
@@ -41,12 +45,14 @@ module Captain::ChatHelper
     if @tool_registry.respond_to?(function_name)
       execute_tool(function_name, arguments, tool_call_id)
     else
-      process_invalid_tool_call(tool_call_id)
+      process_invalid_tool_call(function_name, tool_call_id)
     end
   end
 
   def execute_tool(function_name, arguments, tool_call_id)
+    persist_message({ content: "Using tool #{function_name}", function_name: function_name }, 'assistant_thinking')
     result = @tool_registry.send(function_name, arguments)
+    persist_message({ content: "Completed #{function_name} tool call", function_name: function_name }, 'assistant_thinking')
     append_tool_response(result, tool_call_id)
   end
 
@@ -57,7 +63,8 @@ module Captain::ChatHelper
     }
   end
 
-  def process_invalid_tool_call(tool_call_id)
+  def process_invalid_tool_call(function_name, tool_call_id)
+    persist_message({ content: 'Invalid tool call', function_name: function_name }, 'assistant_thinking')
     append_tool_response('Tool not available', tool_call_id)
   end
 
@@ -68,4 +75,12 @@ module Captain::ChatHelper
       content: content
     }
   end
+
+  def log_chat_completion_request
+    Rails.logger.info(
+      "#{self.class.name} Assistant: #{@assistant.id}, Requesting chat completion
+      for messages #{@messages} with #{@tool_registry&.registered_tools&.length || 0} tools
+      "
+    )
+  end
 end

enterprise/app/helpers/super_admin/features.yml

@@ -48,6 +48,12 @@ messenger:
   enabled: true
   icon: 'icon-messenger-line'
   config_key: 'facebook'
+instagram:
+  name: 'Instagram'
+  description: 'Stay connected with your customers on Instagram'
+  enabled: true
+  icon: 'icon-instagram'
+  config_key: 'instagram'
 whatsapp:
   name: 'WhatsApp'
   description: 'Manage your WhatsApp business interactions from Chatwoot.'
@@ -81,19 +87,19 @@ microsoft:
   config_key: 'microsoft'
 linear:
   name: 'Linear'
-  description: 'Configuration for setting up Linear'
+  description: 'Configuration for setting up Linear Integration'
   enabled: true
   icon: 'icon-linear'
   config_key: 'linear'
-instagram:
+slack:
-  name: 'Instagram'
+  name: 'Slack'
-  description: 'Configuration for setting up Instagram'
+  description: 'Configuration for setting up Slack Integration'
   enabled: true
-  icon: 'icon-instagram'
+  icon: 'icon-slack'
-  config_key: 'instagram'
+  config_key: 'slack'
 shopify:
   name: 'Shopify'
-  description: 'Configuration for setting up Shopify'
+  description: 'Configuration for setting up Shopify Integration'
   enabled: true
   icon: 'icon-shopify'
   config_key: 'shopify'

enterprise/app/models/copilot_message.rb

@@ -25,6 +25,7 @@ class CopilotMessage < ApplicationRecord
 
   validates :message_type, presence: true, inclusion: { in: message_types.keys }
   validates :message, presence: true
+  validate :validate_message_attributes
 
   after_create_commit :broadcast_message
 
@@ -47,4 +48,13 @@ class CopilotMessage < ApplicationRecord
   def broadcast_message
     Rails.configuration.dispatcher.dispatch(COPILOT_MESSAGE_CREATED, Time.zone.now, copilot_message: self)
   end
+
+  def validate_message_attributes
+    return if message.blank?
+
+    allowed_keys = %w[content reasoning function_name]
+    invalid_keys = message.keys - allowed_keys
+
+    errors.add(:message, "contains invalid attributes: #{invalid_keys.join(', ')}") if invalid_keys.any?
+  end
 end

enterprise/app/models/copilot_thread.rb

@@ -40,7 +40,7 @@ class CopilotThread < ApplicationRecord
       .order(created_at: :asc)
       .map do |copilot_message|
         {
-          content: copilot_message.message,
+          content: copilot_message.message['content'],
           role: copilot_message.message_type
         }
       end

enterprise/app/models/enterprise/concerns/user.rb

@@ -6,7 +6,6 @@ module Enterprise::Concerns::User
 
     has_many :captain_responses, class_name: 'Captain::AssistantResponse', dependent: :nullify, as: :documentable
     has_many :copilot_threads, dependent: :destroy_async
-    has_many :copilot_messages, dependent: :destroy_async
   end
 
   def ensure_installation_pricing_plan_quantity

enterprise/app/services/captain/copilot/chat_service.rb

@@ -3,49 +3,110 @@ require 'openai'
 class Captain::Copilot::ChatService < Llm::BaseOpenAiService
   include Captain::ChatHelper
 
+  attr_reader :assistant, :account, :user, :copilot_thread, :previous_history, :messages
+
   def initialize(assistant, config)
     super()
 
     @assistant = assistant
-    @conversation_history = config[:conversation_history]
+    @account = assistant.account
-    @previous_messages = config[:previous_messages] || []
+    @user = nil
-    @language = config[:language] || 'english'
+    @copilot_thread = nil
-
+    @previous_history = []
+    setup_user(config)
+    setup_message_history(config)
     register_tools
-    @messages = [system_message, conversation_history_context] + @previous_messages
+    @messages = build_messages(config)
-    @response = ''
   end
 
   def generate_response(input)
     @messages << { role: 'user', content: input } if input.present?
     response = request_chat_completion
-    Rails.logger.info("[CAPTAIN][CopilotChatService] Incrementing response usage for #{@assistant.account.id}")
+
-    @assistant.account.increment_response_usage
+    Rails.logger.debug { "#{self.class.name} Assistant: #{@assistant.id}, Received response #{response}" }
+    Rails.logger.info(
+      "#{self.class.name} Assistant: #{@assistant.id}, Incrementing response usage for account #{@account.id}"
+    )
+    @account.increment_response_usage
 
     response
   end
 
   private
 
+  def setup_user(config)
+    @user = @account.users.find_by(id: config[:user_id]) if config[:user_id].present?
+  end
+
+  def build_messages(config)
+    messages= [system_message]
+    messages << account_id_context
+    messages += @previous_history if @previous_history.present?
+    messages += current_viewing_history(config[:conversation_id]) if config[:conversation_id].present?
+    messages
+  end
+
+  def setup_message_history(config)
+    Rails.logger.info(
+      "#{self.class.name} Assistant: #{@assistant.id}, Previous History: #{config[:previous_history]&.length || 0}, Language: #{config[:language]}"
+    )
+
+    @copilot_thread = @account.copilot_threads.find_by(id: config[:thread_id]) if config[:thread_id].present?
+    @previous_history = if @copilot_thread.present?
+                          @copilot_thread.previous_history
+                        else
+                          config[:previous_history].presence || []
+                        end
+  end
+
   def register_tools
-    @tool_registry = Captain::ToolRegistryService.new(@assistant)
+    @tool_registry = Captain::ToolRegistryService.new(@assistant, user: @user)
     @tool_registry.register_tool(Captain::Tools::SearchDocumentationService)
+    @tool_registry.register_tool(Captain::Tools::Copilot::GetArticleService)
+    @tool_registry.register_tool(Captain::Tools::Copilot::GetContactService)
+    @tool_registry.register_tool(Captain::Tools::Copilot::GetConversationService)
+    @tool_registry.register_tool(Captain::Tools::Copilot::SearchArticlesService)
+    @tool_registry.register_tool(Captain::Tools::Copilot::SearchContactsService)
+    @tool_registry.register_tool(Captain::Tools::Copilot::SearchConversationsService)
+    @tool_registry.register_tool(Captain::Tools::Copilot::SearchLinearIssuesService)
   end
 
   def system_message
     {
       role: 'system',
-      content: Captain::Llm::SystemPromptsService.copilot_response_generator(@assistant.config['product_name'], @language)
+      content: Captain::Llm::SystemPromptsService.copilot_response_generator(@assistant.config['product_name'])
     }
   end
 
-  def conversation_history_context
+  def account_id_context
     {
       role: 'system',
-      content: "
+      content: "The current account id is #{@account.id}. The account is using #{@account.locale_english_name} as the language."
-      Message History with the user is below:
-      #{@conversation_history}
-      "
     }
   end
+
+  def current_viewing_history(conversation_id)
+    conversation = @account.conversations.find_by(display_id: conversation_id)
+    return [] unless conversation
+
+    Rails.logger.info("#{self.class.name} Assistant: #{@assistant.id}, Setting viewing history for conversation_id=#{conversation_id}")
+    contact_id = conversation.contact_id
+    [{
+      role: 'system',
+      content: <<~HISTORY.strip
+        You are currently viewing the conversation with the following details:
+        Conversation ID: #{conversation_id}
+        Contact ID: #{contact_id}
+      HISTORY
+    }]
+  end
+
+  def persist_message(message, message_type = 'assistant')
+    return if @copilot_thread.blank?
+
+    @copilot_thread.copilot_messages.create!(
+      message: message,
+      message_type: message_type
+    )
+  end
 end

enterprise/app/services/captain/llm/assistant_chat_service.rb

@@ -21,7 +21,7 @@ class Captain::Llm::AssistantChatService < Llm::BaseOpenAiService
   private
 
   def register_tools
-    @tool_registry = Captain::ToolRegistryService.new(@assistant)
+    @tool_registry = Captain::ToolRegistryService.new(@assistant, user: nil)
     @tool_registry.register_tool(Captain::Tools::SearchDocumentationService)
   end
 
@@ -31,4 +31,8 @@ class Captain::Llm::AssistantChatService < Llm::BaseOpenAiService
       content: Captain::Llm::SystemPromptsService.assistant_response_generator(@assistant.name, @assistant.config['product_name'], @assistant.config)
     }
   end
+
+  def persist_message(message, message_type = 'assistant')
+    # No need to implement
+  end
 end

enterprise/app/services/captain/llm/system_prompts_service.rb

@@ -56,18 +56,18 @@ class Captain::Llm::SystemPromptsService
       SYSTEM_PROMPT_MESSAGE
     end
 
-    def copilot_response_generator(product_name, language)
+    def copilot_response_generator(product_name)
       <<~SYSTEM_PROMPT_MESSAGE
         [Identity]
         You are Captain, a helpful and friendly copilot assistant for support agents using the product #{product_name}. Your primary role is to assist support agents by retrieving information, compiling accurate responses, and guiding them through customer interactions.
         You should only provide information related to #{product_name} and must not address queries about other products or external events.
 
         [Context]
-        You will be provided with the message history between the support agent and the customer. Use this context to understand the conversation flow, identify unresolved queries, and ensure responses are relevant and consistent with previous interactions. Always maintain a coherent and professional tone throughout the conversation.
+        Identify unresolved queries, and ensure responses are relevant and consistent with previous interactions. Always maintain a coherent and professional tone throughout the conversation.
 
         [Response Guidelines]
         - Use natural, polite, and conversational language that is clear and easy to follow. Keep sentences short and use simple words.
-        - Reply in the language the agent is using, if you're not able to detect the language, reply in #{language}.
+        - Reply in the language the agent is using, if you're not able to detect the language.
         - Provide brief and relevant responses—typically one or two sentences unless a more detailed explanation is necessary.
         - Do not use your own training data or assumptions to answer queries. Base responses strictly on the provided information.
         - If the query is unclear, ask concise clarifying questions instead of making assumptions.

enterprise/app/services/captain/tools/copilot/search_linear_issues_service.rb

@@ -46,7 +46,7 @@ class Captain::Tools::Copilot::SearchLinearIssuesService < Captain::Tools::BaseS
   end
 
   def active?
-    @assistant.account.hooks.find_by(app_id: 'linear').present?
+    @user.present? && @assistant.account.hooks.find_by(app_id: 'linear').present?
   end
 
   private

lib/global_config_service.rb

@@ -1,6 +1,6 @@
 class GlobalConfigService
   def self.load(config_key, default_value)
-    config = ENV.fetch(config_key) { GlobalConfig.get(config_key)[config_key] }
+    config = GlobalConfig.get(config_key)[config_key]
     return config if config.present?
 
     # To support migrating existing instance relying on env variables

lib/integrations/slack/hook_builder.rb

@@ -32,8 +32,8 @@ class Integrations::Slack::HookBuilder
   def fetch_access_token
     client = Slack::Web::Client.new
     slack_access = client.oauth_v2_access(
-      client_id: ENV.fetch('SLACK_CLIENT_ID', 'TEST_CLIENT_ID'),
+      client_id: GlobalConfigService.load('SLACK_CLIENT_ID', 'TEST_CLIENT_ID'),
-      client_secret: ENV.fetch('SLACK_CLIENT_SECRET', 'TEST_CLIENT_SECRET'),
+      client_secret: GlobalConfigService.load('SLACK_CLIENT_SECRET', 'TEST_CLIENT_SECRET'),
       code: params[:code],
       redirect_uri: Integrations::App.slack_integration_url
     )

spec/controllers/api/v1/profiles_controller_spec.rb

@@ -296,4 +296,32 @@ RSpec.describe 'Profile API', type: :request do
       end
     end
   end
+
+  describe 'POST /api/v1/profile/reset_access_token' do
+    context 'when it is an unauthenticated user' do
+      it 'returns unauthorized' do
+        post '/api/v1/profile/reset_access_token'
+
+        expect(response).to have_http_status(:unauthorized)
+      end
+    end
+
+    context 'when it is an authenticated user' do
+      let(:agent) { create(:user, account: account, role: :agent) }
+
+      it 'regenerates the access token' do
+        old_token = agent.access_token.token
+
+        post '/api/v1/profile/reset_access_token',
+             headers: agent.create_new_auth_token,
+             as: :json
+
+        expect(response).to have_http_status(:success)
+        agent.reload
+        json_response = response.parsed_body
+        expect(json_response['access_token']).to eq(agent.access_token.token)
+        expect(agent.access_token.token).not_to eq(old_token)
+      end
+    end
+  end
 end

spec/controllers/devise/omniauth_callbacks_controller_spec.rb

@@ -23,6 +23,10 @@ RSpec.describe 'DeviseOverrides::OmniauthCallbacksController', type: :request do
   end
 
   describe '#omniauth_sucess' do
+    before do
+      GlobalConfig.clear_cache
+    end
+
     it 'allows signup' do
       with_modified_env ENABLE_ACCOUNT_SIGNUP: 'true', FRONTEND_URL: 'http://www.example.com' do
         set_omniauth_config('test_not_preset@example.com')

spec/enterprise/models/copilot_thread_spec.rb

@@ -47,9 +47,9 @@ RSpec.describe CopilotThread, type: :model do
 
         expect(history.length).to eq(2)
         expect(history[0][:role]).to eq('user')
-        expect(history[0][:content]).to eq({ 'content' => 'User message' })
+        expect(history[0][:content]).to eq('User message')
         expect(history[1][:role]).to eq('assistant')
-        expect(history[1][:content]).to eq({ 'content' => 'Assistant message' })
+        expect(history[1][:content]).to eq('Assistant message')
       end
     end
 

spec/enterprise/services/captain/copilot/chat_service_spec.rb

@@ -2,87 +2,245 @@ require 'rails_helper'
 
 RSpec.describe Captain::Copilot::ChatService do
   let(:account) { create(:account, custom_attributes: { plan_name: 'startups' }) }
-  let(:captain_inbox_association) { create(:captain_inbox, captain_assistant: assistant, inbox: inbox) }
+  let(:user) { create(:user, account: account) }
-  let(:mock_captain_agent) { instance_double(Captain::Agent) }
-  let(:mock_captain_tool) { instance_double(Captain::Tool) }
-  let(:mock_openai_client) { instance_double(OpenAI::Client) }
   let(:inbox) { create(:inbox, account: account) }
   let(:assistant) { create(:captain_assistant, account: account) }
+  let(:contact) { create(:contact, account: account) }
+  let(:conversation) { create(:conversation, account: account, inbox: inbox, contact: contact) }
+  let(:mock_openai_client) { instance_double(OpenAI::Client) }
+  let(:copilot_thread) { create(:captain_copilot_thread, account: account, user: user) }
+  let!(:copilot_message) do
+    create(
+      :captain_copilot_message, account: account, copilot_thread: copilot_thread
+    )
+  end
+  let(:previous_history) { [{ role: copilot_message.message_type, content: copilot_message.message['content'] }] }
+
+  let(:config) do
+    { user_id: user.id, thread_id: copilot_thread.id, conversation_id: conversation.display_id }
+  end
 
   before do
     create(:installation_config, name: 'CAPTAIN_OPEN_AI_API_KEY', value: 'test-key')
+    allow(OpenAI::Client).to receive(:new).and_return(mock_openai_client)
+    allow(mock_openai_client).to receive(:chat).and_return({
+      choices: [{ message: { content: '{ "content": "Hey" }' } }]
+    }.with_indifferent_access)
   end
 
   describe '#initialize' do
-    it 'sets default language to english when not specified' do
+    it 'sets up the service with correct instance variables' do
-      service = described_class.new(assistant, { previous_messages: [], conversation_history: '' })
+      service = described_class.new(assistant, config)
-      expect(service.instance_variable_get(:@language)).to eq('english')
+
+      expect(service.assistant).to eq(assistant)
+      expect(service.account).to eq(account)
+      expect(service.user).to eq(user)
+      expect(service.copilot_thread).to eq(copilot_thread)
+      expect(service.previous_history).to eq(previous_history)
     end
 
-    it 'uses the specified language when provided' do
+    it 'builds messages with system message and account context' do
-      service = described_class.new(assistant, {
+      service = described_class.new(assistant, config)
-                                      previous_messages: [],
+      messages = service.messages
-                                      conversation_history: '',
+
-                                      language: 'spanish'
+      expect(messages.first[:role]).to eq('system')
-                                    })
+      expect(messages.second[:role]).to eq('system')
-      expect(service.instance_variable_get(:@language)).to eq('spanish')
+      expect(messages.second[:content]).to include(account.id.to_s)
     end
   end
 
   describe '#generate_response' do
-    before do
+    let(:service) { described_class.new(assistant, config) }
-      allow(OpenAI::Client).to receive(:new).and_return(mock_openai_client)
-      allow(mock_openai_client).to receive(:chat).and_return({ choices: [{ message: { content: '{ "result": "Hey" }' } }] }.with_indifferent_access)
 
-      allow(Captain::Agent).to receive(:new).and_return(mock_captain_agent)
+    it 'adds user input to messages when present' do
-      allow(mock_captain_agent).to receive(:execute).and_return(true)
+      expect do
-      allow(mock_captain_agent).to receive(:register_tool).and_return(true)
+        service.generate_response('Hello')
+      end.to(change { service.messages.count }.by(1))
 
-      allow(Captain::Tool).to receive(:new).and_return(mock_captain_tool)
+      last_message = service.messages.last
-      allow(mock_captain_tool).to receive(:register_method).and_return(true)
+      expect(last_message[:role]).to eq('user')
-
+      expect(last_message[:content]).to eq('Hello')
-      allow(account).to receive(:increment_response_usage).and_return(true)
     end
 
-    it 'increments usage' do
+    it 'does not add user input to messages when blank' do
-      described_class.new(assistant, { previous_messages: ['Hello'], conversation_history: 'Hi' }).generate_response('Hey')
+      expect do
-      expect(account).to have_received(:increment_response_usage).once
+        service.generate_response('')
+      end.not_to(change { service.messages.count })
     end
 
-    it 'includes language in system message' do
+    it 'returns the response from request_chat_completion' do
-      service = described_class.new(assistant, {
+      expect(service.generate_response('Hello')).to eq({ 'content' => 'Hey' })
-                                      previous_messages: [],
+    end
-                                      conversation_history: '',
-                                      language: 'spanish'
-                                    })
 
-      allow(Captain::Llm::SystemPromptsService).to receive(:copilot_response_generator)
+    context 'when response contains tool calls' do
-        .with(assistant.config['product_name'], 'spanish')
+      before do
-        .and_return('Spanish system prompt')
+        allow(mock_openai_client).to receive(:chat).and_return(
+          {
+            choices: [{ message: { 'tool_calls' => tool_calls } }]
+          }.with_indifferent_access,
+          {
+            choices: [{ message: { content: '{ "content": "Tool response processed" }' } }]
+          }.with_indifferent_access
+        )
+      end
 
-      system_message = service.send(:system_message)
+      context 'when tool call is valid' do
-      expect(system_message[:content]).to eq('Spanish system prompt')
+        let(:tool_calls) do
+          [{
+            'id' => 'call_123',
+            'function' => {
+              'name' => 'get_conversation',
+              'arguments' => "{ \"conversation_id\": #{conversation.display_id} }"
+            }
+          }]
+        end
+
+        it 'processes tool calls and appends them to messages' do
+          result = service.generate_response("Find conversation #{conversation.id}")
+
+          expect(result).to eq({ 'content' => 'Tool response processed' })
+          expect(service.messages).to include(
+            { role: 'assistant', tool_calls: tool_calls }
+          )
+          expect(service.messages).to include(
+            {
+              role: 'tool', tool_call_id: 'call_123', content: conversation.to_llm_text
+            }
+          )
+
+          expect(result).to eq({ 'content' => 'Tool response processed' })
+        end
+      end
+
+      context 'when tool call is invalid' do
+        let(:tool_calls) do
+          [{
+            'id' => 'call_123',
+            'function' => {
+              'name' => 'get_settings',
+              'arguments' => '{}'
+            }
+          }]
+        end
+
+        it 'handles invalid tool calls' do
+          result = service.generate_response('Find settings')
+
+          expect(result).to eq({ 'content' => 'Tool response processed' })
+          expect(service.messages).to include(
+            {
+              role: 'assistant', tool_calls: tool_calls
+            }
+          )
+          expect(service.messages).to include(
+            {
+              role: 'tool',
+              tool_call_id: 'call_123',
+              content: 'Tool not available'
+            }
+          )
+        end
+      end
     end
   end
 
-  describe '#execute' do
+  describe '#setup_user' do
-    before do
+    it 'sets user when user_id is present in config' do
-      allow(OpenAI::Client).to receive(:new).and_return(mock_openai_client)
+      service = described_class.new(assistant, { user_id: user.id })
-      allow(mock_openai_client).to receive(:chat).and_return({ choices: [{ message: { content: '{ "result": "Hey" }' } }] }.with_indifferent_access)
+      expect(service.user).to eq(user)
-
-      allow(Captain::Agent).to receive(:new).and_return(mock_captain_agent)
-      allow(mock_captain_agent).to receive(:execute).and_return(true)
-      allow(mock_captain_agent).to receive(:register_tool).and_return(true)
-
-      allow(Captain::Tool).to receive(:new).and_return(mock_captain_tool)
-      allow(mock_captain_tool).to receive(:register_method).and_return(true)
-
-      allow(account).to receive(:increment_response_usage).and_return(true)
     end
 
-    it 'increments usage' do
+    it 'does not set user when user_id is not present in config' do
-      described_class.new(assistant, { previous_messages: ['Hello'], conversation_history: 'Hi' }).generate_response('Hey')
+      service = described_class.new(assistant, {})
-      expect(account).to have_received(:increment_response_usage).once
+      expect(service.user).to be_nil
+    end
+  end
+
+  describe '#setup_message_history' do
+    context 'when thread_id is present' do
+      it 'finds the copilot thread and sets previous history from it' do
+        service = described_class.new(assistant, { thread_id: copilot_thread.id })
+
+        expect(service.copilot_thread).to eq(copilot_thread)
+        expect(service.previous_history).to eq previous_history
+      end
+    end
+
+    context 'when thread_id is not present' do
+      it 'uses previous_history from config if present' do
+        custom_history = [{ role: 'user', content: 'Custom message' }]
+        service = described_class.new(assistant, { previous_history: custom_history })
+
+        expect(service.copilot_thread).to be_nil
+        expect(service.previous_history).to eq(custom_history)
+      end
+
+      it 'uses empty array if previous_history is not present in config' do
+        service = described_class.new(assistant, {})
+
+        expect(service.copilot_thread).to be_nil
+        expect(service.previous_history).to eq([])
+      end
+    end
+  end
+
+  describe '#build_messages' do
+    it 'includes system message and account context' do
+      service = described_class.new(assistant, {})
+      messages = service.messages
+
+      expect(messages.first[:role]).to eq('system')
+      expect(messages.second[:role]).to eq('system')
+      expect(messages.second[:content]).to include(account.id.to_s)
+    end
+
+    it 'includes previous history when present' do
+      custom_history = [{ role: 'user', content: 'Custom message' }]
+      service = described_class.new(assistant, { previous_history: custom_history })
+      messages = service.messages
+
+      expect(messages.count).to be >= 3
+      expect(messages.any? { |m| m[:content] == 'Custom message' }).to be true
+    end
+
+    it 'includes current viewing history when conversation_id is present' do
+      service = described_class.new(assistant, { conversation_id: conversation.display_id })
+      messages = service.messages
+
+      viewing_history = messages.find { |m| m[:content].include?('You are currently viewing the conversation') }
+      expect(viewing_history).not_to be_nil
+      expect(viewing_history[:content]).to include(conversation.display_id.to_s)
+      expect(viewing_history[:content]).to include(contact.id.to_s)
+    end
+  end
+
+  describe '#persist_message' do
+    context 'when copilot_thread is present' do
+      it 'creates a copilot message' do
+        allow(mock_openai_client).to receive(:chat).and_return({
+          choices: [{ message: { content: '{ "content": "Hey" }' } }]
+        }.with_indifferent_access)
+
+        expect do
+          described_class.new(assistant, { thread_id: copilot_thread.id }).generate_response('Hello')
+        end.to change(CopilotMessage, :count).by(1)
+
+        last_message = CopilotMessage.last
+        expect(last_message.message_type).to eq('assistant')
+        expect(last_message.message['content']).to eq('Hey')
+      end
+    end
+
+    context 'when copilot_thread is not present' do
+      it 'does not create a copilot message' do
+        allow(mock_openai_client).to receive(:chat).and_return({
+          choices: [{ message: { content: '{ "content": "Hey" }' } }]
+        }.with_indifferent_access)
+
+        expect do
+          described_class.new(assistant, {}).generate_response('Hello')
+        end.not_to(change(CopilotMessage, :count))
+      end
     end
   end
 end

spec/enterprise/services/enterprise/clearbit_lookup_service_spec.rb

@@ -49,6 +49,10 @@ RSpec.describe Enterprise::ClearbitLookupService do
     end
 
     context 'when Clearbit is not enabled' do
+      before do
+        GlobalConfig.clear_cache
+      end
+
       it 'returns nil without making an API call' do
         with_modified_env CLEARBIT_API_KEY: nil do
           expect(Net::HTTP).not_to receive(:start)

spec/jobs/internal/delete_accounts_job_spec.rb

@@ -0,0 +1,44 @@
+require 'rails_helper'
+
+RSpec.describe Internal::DeleteAccountsJob do
+  subject(:job) { described_class.perform_later }
+
+  let!(:account_marked_for_deletion) { create(:account) }
+  let!(:future_deletion_account) { create(:account) }
+  let!(:active_account) { create(:account) }
+  let(:account_deletion_service) { instance_double(AccountDeletionService, perform: true) }
+
+  before do
+    account_marked_for_deletion.update!(
+      custom_attributes: {
+        'marked_for_deletion_at' => 1.day.ago.iso8601,
+        'marked_for_deletion_reason' => 'user_requested'
+      }
+    )
+
+    future_deletion_account.update!(
+      custom_attributes: {
+        'marked_for_deletion_at' => 3.days.from_now.iso8601,
+        'marked_for_deletion_reason' => 'user_requested'
+      }
+    )
+
+    allow(AccountDeletionService).to receive(:new).and_return(account_deletion_service)
+  end
+
+  it 'enqueues the job' do
+    expect { job }.to have_enqueued_job(described_class)
+      .on_queue('scheduled_jobs')
+  end
+
+  describe '#perform' do
+    it 'calls AccountDeletionService for accounts past deletion date' do
+      described_class.new.perform
+
+      expect(AccountDeletionService).to have_received(:new).with(account: account_marked_for_deletion)
+      expect(AccountDeletionService).not_to have_received(:new).with(account: future_deletion_account)
+      expect(AccountDeletionService).not_to have_received(:new).with(account: active_account)
+      expect(account_deletion_service).to have_received(:perform)
+    end
+  end
+end

spec/listeners/action_cable_listener_spec.rb

@@ -203,24 +203,4 @@ describe ActionCableListener do
       listener.conversation_updated(event)
     end
   end
-
-  describe '#copilot_message_created' do
-    let(:event_name) { :copilot_message_created }
-    let(:account) { create(:account) }
-    let(:user) { create(:user, account: account) }
-    let(:assistant) { create(:captain_assistant, account: account) }
-    let(:copilot_thread) { create(:captain_copilot_thread, account: account, user: user, assistant: assistant) }
-    let(:copilot_message) { create(:captain_copilot_message, copilot_thread: copilot_thread) }
-    let(:event) { Events::Base.new(event_name, Time.zone.now, copilot_message: copilot_message) }
-
-    it 'broadcasts message to the user' do
-      expect(ActionCableBroadcastJob).to receive(:perform_later).with(
-        [user.pubsub_token],
-        'copilot.message.created',
-        copilot_message.push_event_data
-      )
-
-      listener.copilot_message_created(event)
-    end
-  end
 end

spec/mailers/administrator_notifications/account_compliance_mailer_spec.rb

@@ -0,0 +1,34 @@
+require 'rails_helper'
+
+RSpec.describe AdministratorNotifications::AccountComplianceMailer do
+  let(:account) do
+    create(:account, custom_attributes: { 'marked_for_deletion_at' => 1.day.ago.iso8601, 'marked_for_deletion_reason' => 'user_requested' })
+  end
+  let(:soft_deleted_users) do
+    [
+      { id: 1, original_email: 'user1@example.com' },
+      { id: 2, original_email: 'user2@example.com' }
+    ]
+  end
+
+  describe 'account_deleted' do
+    it 'has the right subject format' do
+      subject = described_class.new.send(:subject_for, account)
+      expect(subject).to eq("Account Deletion Notice for #{account.id} - #{account.name}")
+    end
+
+    it 'includes soft deleted users in meta when provided' do
+      mailer_instance = described_class.new
+      allow(mailer_instance).to receive(:params).and_return(
+        { soft_deleted_users: soft_deleted_users }
+      )
+
+      meta = mailer_instance.send(:build_meta, account)
+
+      expect(meta['deleted_user_count']).to eq(2)
+      expect(meta['soft_deleted_users'].size).to eq(2)
+      expect(meta['soft_deleted_users'].first['user_id']).to eq('1')
+      expect(meta['soft_deleted_users'].first['user_email']).to eq('user1@example.com')
+    end
+  end
+end

spec/services/account_deletion_service_spec.rb

@@ -0,0 +1,63 @@
+require 'rails_helper'
+
+RSpec.describe AccountDeletionService do
+  let(:account) { create(:account) }
+  let(:mailer) { instance_double(ActionMailer::MessageDelivery, deliver_later: nil) }
+
+  describe '#perform' do
+    before do
+      allow(DeleteObjectJob).to receive(:perform_later)
+      allow(AdministratorNotifications::AccountComplianceMailer).to receive(:with).and_return(
+        instance_double(AdministratorNotifications::AccountComplianceMailer, account_deleted: mailer)
+      )
+    end
+
+    it 'enqueues DeleteObjectJob with the account' do
+      described_class.new(account: account).perform
+
+      expect(DeleteObjectJob).to have_received(:perform_later).with(account)
+    end
+
+    it 'sends a compliance notification email' do
+      described_class.new(account: account).perform
+
+      expect(AdministratorNotifications::AccountComplianceMailer).to have_received(:with) do |args|
+        expect(args[:account]).to eq(account)
+        expect(args).to include(:soft_deleted_users)
+      end
+      expect(mailer).to have_received(:deliver_later)
+    end
+
+    context 'when handling users' do
+      let(:user_with_one_account) { create(:user) }
+      let(:user_with_multiple_accounts) { create(:user) }
+      let(:second_account) { create(:account) }
+
+      before do
+        create(:account_user, user: user_with_one_account, account: account)
+        create(:account_user, user: user_with_multiple_accounts, account: account)
+        create(:account_user, user: user_with_multiple_accounts, account: second_account)
+      end
+
+      it 'soft deletes users who only belong to the deleted account' do
+        original_email = user_with_one_account.email
+
+        described_class.new(account: account).perform
+
+        # Reload the user to get the updated email
+        user_with_one_account.reload
+        expect(user_with_one_account.email).to eq("#{original_email}-deleted.com")
+      end
+
+      it 'does not modify emails for users belonging to multiple accounts' do
+        original_email = user_with_multiple_accounts.email
+
+        described_class.new(account: account).perform
+
+        # Reload the user to get the updated email
+        user_with_multiple_accounts.reload
+        expect(user_with_multiple_accounts.email).to eq(original_email)
+      end
+    end
+  end
+end

spec/services/conversations/message_window_service_spec.rb

@@ -56,6 +56,7 @@ RSpec.describe Conversations::MessageWindowService do
   describe 'on Facebook channels' do
     before do
       stub_request(:post, /graph.facebook.com/)
+      GlobalConfig.clear_cache
     end
 
     let!(:facebook_channel) { create(:channel_facebook_page) }