Merge remote-tracking branch 'origin/develop' into captain-message-generation-metadata

# Conflicts:
#	config/routes.rb
#	db/schema.rb
#	enterprise/app/models/enterprise/concerns/message.rb

.annotaterb.yml

@@ -0,0 +1,65 @@
+---
+:position: before
+:position_in_additional_file_patterns: before
+:position_in_class: before
+:position_in_factory: before
+:position_in_fixture: before
+:position_in_routes: before
+:position_in_serializer: before
+:position_in_test: before
+:classified_sort: true
+:exclude_controllers: true
+:exclude_factories: true
+:exclude_fixtures: true
+:exclude_helpers: true
+:exclude_scaffolds: true
+:exclude_serializers: true
+:exclude_sti_subclasses: false
+:exclude_tests: true
+:force: false
+:format_markdown: false
+:format_rdoc: false
+:format_yard: false
+:frozen: false
+:grouped_polymorphic: false
+:ignore_model_sub_dir: false
+:ignore_unknown_models: false
+:include_version: false
+:show_check_constraints: false
+:show_complete_foreign_keys: false
+:show_foreign_keys: true
+:show_indexes: true
+:show_indexes_include: false
+:simple_indexes: false
+:sort: false
+:timestamp: false
+:trace: false
+:with_comment: true
+:with_column_comments: true
+:with_table_comments: true
+:position_of_column_comment: :with_name
+:active_admin: false
+:command:
+:debug: false
+:hide_default_column_types: json,jsonb,hstore
+:hide_limit_column_types: integer,bigint,boolean
+:timestamp_columns:
+- created_at
+- updated_at
+:ignore_columns:
+:ignore_routes:
+:models: true
+:routes: false
+:skip_on_db_migrate: false
+:target_action: :do_annotations
+:wrapper:
+:wrapper_close:
+:wrapper_open:
+:classes_default_to_s: []
+:additional_file_patterns: []
+:model_dir:
+- app/models
+- enterprise/app/models
+:require: []
+:root_dir:
+- ''

.bundler-audit.yml

@@ -1,3 +1,23 @@
 ---
 ignore:
   - CVE-2021-41098 # https://github.com/chatwoot/chatwoot/issues/3097 (update once azure blob storage is updated)
+  - GHSA-57hq-95w6-v4fc # Devise confirmable race condition — patched locally in User model (remove once on Devise 5+)
+  # Devise 5 is currently blocked by devise-secure_password/devise_token_auth/devise-two-factor.
+  # Chatwoot does not enable Timeoutable, so the timeout redirect path is not reachable.
+  - GHSA-jp94-3292-c3xv
+  # Rails 7.1 has no patched release for the Active Storage proxy range
+  # advisories. Chatwoot limits proxy range requests locally.
+  - CVE-2026-33658
+  # Rails 7.1 has no patched release for this Active Storage direct-upload
+  # advisory. Chatwoot filters internal metadata keys locally.
+  - CVE-2026-33173
+  - CVE-2026-33174
+  # Rails 7.1 has no patched release for these Rails advisories. These are not
+  # reachable through Chatwoot's current usage patterns and should be removed
+  # once we upgrade to Rails 7.2.3.1+.
+  - CVE-2026-33168
+  - CVE-2026-33169
+  - CVE-2026-33170
+  - CVE-2026-33176
+  - CVE-2026-33195
+  - CVE-2026-33202

.circleci/config.yml

@@ -1,97 +1,88 @@
-# Ruby CircleCI 2.0 configuration file
-#
-# Check https://circleci.com/docs/2.0/language-ruby/ for more details
-#
-version: 2
+version: 2.1
+orbs:
+  node: circleci/node@6.1.0
+  qlty-orb: qltysh/qlty-orb@0.0
+
+# Shared defaults for setup steps
 defaults: &defaults
   working_directory: ~/build
-  docker:
-    # specify the version you desire here
-    - image: cimg/ruby:3.3.3-browsers
-
-    # Specify service dependencies here if necessary
-    # CircleCI maintains a library of pre-built images
-    # documented at https://circleci.com/docs/2.0/circleci-images/
-    - image: cimg/postgres:15.3
-    - image: cimg/redis:6.2.6
-  environment:
-    - RAILS_LOG_TO_STDOUT: false
-    - COVERAGE: true
-    - LOG_LEVEL: warn
-  parallelism: 4
+  machine:
+    image: ubuntu-2204:2024.05.1
   resource_class: large
+  environment:
+    RAILS_LOG_TO_STDOUT: false
+    COVERAGE: true
+    LOG_LEVEL: warn
 
 jobs:
-  build:
+  # Separate job for linting (no parallelism needed)
+  lint:
     <<: *defaults
     steps:
       - checkout
 
+      # Install minimal system dependencies for linting
       - run:
-          name: Configure Bundler
+          name: Install System Dependencies
           command: |
-            echo 'export BUNDLER_VERSION=$(cat Gemfile.lock | tail -1 | tr -d " ")' >> $BASH_ENV
-            source $BASH_ENV
-            gem install bundler
+            sudo apt-get update
+            DEBIAN_FRONTEND=noninteractive sudo apt-get install -y \
+              libpq-dev \
+              build-essential \
+              git \
+              curl \
+              libssl-dev \
+              zlib1g-dev \
+              libreadline-dev \
+              libyaml-dev \
+              openjdk-11-jdk \
+              jq \
+              software-properties-common \
+              ca-certificates \
+              imagemagick \
+              libxml2-dev \
+              libxslt1-dev \
+              file \
+              g++ \
+              gcc \
+              autoconf \
+              gnupg2 \
+              patch \
+              ruby-dev \
+              liblzma-dev \
+              libgmp-dev \
+              libncurses5-dev \
+              libffi-dev \
+              libgdbm6 \
+              libgdbm-dev \
+              libvips
 
       - run:
-          name: Which bundler?
-          command: bundle -v
-
-      - run:
-          name: Swap node versions
+          name: Install RVM and Ruby 3.4.4
           command: |
-            set +e
-            wget -qO- https://raw.githubusercontent.com/nvm-sh/nvm/v0.39.1/install.sh | bash
-            export NVM_DIR="$HOME/.nvm"
-            [ -s "$NVM_DIR/nvm.sh" ] && \. "$NVM_DIR/nvm.sh"
-            [ -s "$NVM_DIR/bash_completion" ] && \. "$NVM_DIR/bash_completion"
-            nvm install v20
-            echo 'export NVM_DIR="$HOME/.nvm"' >> $BASH_ENV
-            echo '[ -s "$NVM_DIR/nvm.sh" ] && \. "$NVM_DIR/nvm.sh"' >> $BASH_ENV
-
-      # Run bundler
-      # Load installed gems from cache if possible, bundle install then save cache
-      # Multiple caches are used to increase the chance of a cache hit
-
-      - restore_cache:
-          keys:
-            - chatwoot-bundle-{{ .Environment.CACHE_VERSION }}-v20220524-{{ checksum "Gemfile.lock" }}
-
-      - run: bundle install --frozen --path ~/.bundle
-      - save_cache:
-          paths:
-            - ~/.bundle
-          key: chatwoot-bundle-{{ .Environment.CACHE_VERSION }}-v20220524-{{ checksum "Gemfile.lock" }}
-
-      # Only necessary if app uses webpacker or yarn in some other way
-      - restore_cache:
-          keys:
-            - chatwoot-yarn-{{ .Environment.CACHE_VERSION }}-{{ checksum "yarn.lock" }}
-            - chatwoot-yarn-
+            sudo apt-get install -y gpg
+            gpg --keyserver hkp://keyserver.ubuntu.com --recv-keys 409B6B1796C275462A1703113804BB82D39DC0E3 7D2BAF1CF37B13E2069D6956105BD0E739499BDB
+            \curl -sSL https://get.rvm.io | bash -s stable
+            echo 'source ~/.rvm/scripts/rvm' >> $BASH_ENV
+            source ~/.rvm/scripts/rvm
+            rvm install "3.4.4"
+            rvm use 3.4.4 --default
+            gem install bundler -v 2.5.16
 
       - run:
-          name: yarn
-          command: yarn install --frozen-lockfile --cache-folder ~/.cache/yarn
-
-      # Store yarn / webpacker cache
-      - save_cache:
-          key: chatwoot-yarn-{{ .Environment.CACHE_VERSION }}-{{ checksum "yarn.lock" }}
-          paths:
-            - ~/.cache/yarn
-
-      - run:
-          name: Download cc-test-reporter
+          name: Install Application Dependencies
           command: |
-            mkdir -p ~/tmp
-            curl -L https://codeclimate.com/downloads/test-reporter/test-reporter-latest-linux-amd64 > ~/tmp/cc-test-reporter
-            chmod +x ~/tmp/cc-test-reporter
-      - persist_to_workspace:
-          root: ~/tmp
-          paths:
-            - cc-test-reporter
+            source ~/.rvm/scripts/rvm
+            bundle install
 
-      # verify swagger specification
+      - node/install:
+          node-version: '24.13'
+      - node/install-pnpm
+      - node/install-packages:
+          pkg-manager: pnpm
+          override-ci-command: pnpm i
+
+      # Swagger verification
       - run:
           name: Verify swagger API specification
           command: |
@@ -101,103 +92,283 @@ jobs:
               echo "ERROR: The swagger.json file is not in sync with the yaml specification. Run 'rake swagger:build' and commit 'swagger/swagger.json'."
               exit 1
             fi
-            curl -L https://repo1.maven.org/maven2/org/openapitools/openapi-generator-cli/6.3.0/openapi-generator-cli-6.3.0.jar > ~/tmp/openapi-generator-cli-6.3.0.jar
-            java -jar ~/tmp/openapi-generator-cli-6.3.0.jar validate -i swagger/swagger.json
-
-      # Database setup
-      - run: bundle exec rake db:create
-      - run: bundle exec rake db:schema:load
+            mkdir -p ~/tmp
+            curl -L https://repo1.maven.org/maven2/org/openapitools/openapi-generator-cli/7.19.0/openapi-generator-cli-7.19.0.jar > ~/tmp/openapi-generator-cli-7.19.0.jar
+            java -jar ~/tmp/openapi-generator-cli-7.19.0.jar validate -i swagger/swagger.json
 
+      # Bundle audit
       - run:
           name: Bundle audit
           command: bundle exec bundle audit update && bundle exec bundle audit check -v
 
+      # Rubocop linting
       - run:
           name: Rubocop
-          command: bundle exec rubocop
-
-      # - run:
-      #     name: Brakeman
-      #     command: bundle exec brakeman
+          command: bundle exec rubocop --parallel
 
+      # ESLint linting
       - run:
           name: eslint
-          command: yarn run eslint
+          command: pnpm run eslint
 
-      # Run frontend tests
-      - run:
-          name: Run frontend tests
-          command: |
-            mkdir -p ~/tmp/test-results/frontend_specs
-            ~/tmp/cc-test-reporter before-build
-            yarn test:coverage
-      - run:
-          name: Code Climate Test Coverage
-          command: |
-            ~/tmp/cc-test-reporter format-coverage -t lcov -o "coverage/codeclimate.frontend_$CIRCLE_NODE_INDEX.json"
+  # Separate job for frontend tests
+  frontend-tests:
+    <<: *defaults
+    steps:
+      - checkout
+      - node/install:
+          node-version: '24.13'
+      - node/install-pnpm
+      - node/install-packages:
+          pkg-manager: pnpm
+          override-ci-command: pnpm i
 
-      # Run rails tests
+      - run:
+          name: Run frontend tests (with coverage)
+          command: pnpm run test:coverage
+
+      - run:
+          name: Move coverage files if they exist
+          command: |
+            if [ -d "coverage" ]; then
+              mkdir -p ~/build/coverage
+              cp -r coverage ~/build/coverage/frontend || true
+            fi
+          when: always
+
+      - persist_to_workspace:
+          root: ~/build
+          paths:
+            - coverage
+
+  # Backend tests with parallelization
+  backend-tests:
+    <<: *defaults
+    parallelism: 18
+    steps:
+      - checkout
+      - node/install:
+          node-version: '24.13'
+      - node/install-pnpm
+      - node/install-packages:
+          pkg-manager: pnpm
+          override-ci-command: pnpm i
+
+      - run:
+          name: Add PostgreSQL repository and update
+          command: |
+            sudo sh -c 'echo "deb http://apt.postgresql.org/pub/repos/apt/ $(lsb_release -cs)-pgdg main" > /etc/apt/sources.list.d/pgdg.list'
+            wget --quiet -O - https://www.postgresql.org/media/keys/ACCC4CF8.asc | sudo apt-key add -
+            sudo apt-get update -y
+
+      - run:
+          name: Install System Dependencies
+          command: |
+            sudo apt-get update
+            DEBIAN_FRONTEND=noninteractive sudo apt-get install -y \
+              libpq-dev \
+              redis-server \
+              postgresql-common \
+              postgresql-16 \
+              postgresql-16-pgvector \
+              build-essential \
+              git \
+              curl \
+              libssl-dev \
+              zlib1g-dev \
+              libreadline-dev \
+              libyaml-dev \
+              openjdk-11-jdk \
+              jq \
+              software-properties-common \
+              ca-certificates \
+              imagemagick \
+              libxml2-dev \
+              libxslt1-dev \
+              file \
+              g++ \
+              gcc \
+              autoconf \
+              gnupg2 \
+              patch \
+              ruby-dev \
+              liblzma-dev \
+              libgmp-dev \
+              libncurses5-dev \
+              libffi-dev \
+              libgdbm6 \
+              libgdbm-dev \
+              libvips
+
+      - run:
+          name: Install RVM and Ruby 3.4.4
+          command: |
+            sudo apt-get install -y gpg
+            gpg --keyserver hkp://keyserver.ubuntu.com --recv-keys 409B6B1796C275462A1703113804BB82D39DC0E3 7D2BAF1CF37B13E2069D6956105BD0E739499BDB
+            \curl -sSL https://get.rvm.io | bash -s stable
+            echo 'source ~/.rvm/scripts/rvm' >> $BASH_ENV
+            source ~/.rvm/scripts/rvm
+            rvm install "3.4.4"
+            rvm use 3.4.4 --default
+            gem install bundler -v 2.5.16
+
+      - run:
+          name: Install Application Dependencies
+          command: |
+            source ~/.rvm/scripts/rvm
+            bundle install
+
+      # Install and configure OpenSearch
+      - run:
+          name: Install OpenSearch
+          command: |
+            # Download and install OpenSearch 2.11.0 (compatible with Elasticsearch 7.x clients)
+            wget https://artifacts.opensearch.org/releases/bundle/opensearch/2.11.0/opensearch-2.11.0-linux-x64.tar.gz
+            tar -xzf opensearch-2.11.0-linux-x64.tar.gz
+            sudo mv opensearch-2.11.0 /opt/opensearch
+
+      - run:
+          name: Configure and Start OpenSearch
+          command: |
+            # Configure OpenSearch for single-node testing
+            cat > /opt/opensearch/config/opensearch.yml \<< EOF
+            cluster.name: chatwoot-test
+            node.name: node-1
+            network.host: 0.0.0.0
+            http.port: 9200
+            discovery.type: single-node
+            plugins.security.disabled: true
+            EOF
+
+            # Set ownership and permissions
+            sudo chown -R $USER:$USER /opt/opensearch
+
+            # Start OpenSearch in background
+            /opt/opensearch/bin/opensearch -d -p /tmp/opensearch.pid
+
+      - run:
+          name: Wait for OpenSearch to be ready
+          command: |
+            echo "Waiting for OpenSearch to start..."
+            for i in {1..30}; do
+              if curl -s http://localhost:9200/_cluster/health | grep -q '"status"'; then
+                echo "OpenSearch is ready!"
+                exit 0
+              fi
+              echo "Waiting... ($i/30)"
+              sleep 2
+            done
+            echo "OpenSearch failed to start"
+            exit 1
+
+      # Configure environment and database
+      - run:
+          name: Database Setup and Configure Environment Variables
+          command: |
+            pg_pass=$(head /dev/urandom | tr -dc A-Za-z0-9 | head -c 15 ; echo '')
+            sed -i "s/REPLACE_WITH_PASSWORD/${pg_pass}/g" ${PWD}/.circleci/setup_chatwoot.sql
+            chmod 644 ${PWD}/.circleci/setup_chatwoot.sql
+            mv ${PWD}/.circleci/setup_chatwoot.sql /tmp/
+            sudo -i -u postgres psql -f /tmp/setup_chatwoot.sql
+            cp .env.example .env
+            sed -i '/^FRONTEND_URL/d' .env
+            sed -i -e '/REDIS_URL/ s/=.*/=redis:\/\/localhost:6379/' .env
+            sed -i -e '/POSTGRES_HOST/ s/=.*/=localhost/' .env
+            sed -i -e '/POSTGRES_USERNAME/ s/=.*/=chatwoot/' .env
+            sed -i -e "/POSTGRES_PASSWORD/ s/=.*/=$pg_pass/" .env
+            echo -en "\nINSTALLATION_ENV=circleci" >> ".env"
+            echo -en "\nOPENSEARCH_URL=http://localhost:9200" >> ".env"
+
+      # Database setup
+      - run:
+          name: Run DB migrations
+          command: bundle exec rails db:chatwoot_prepare
+
+      # Run backend tests (parallelized)
       - run:
           name: Run backend tests
           command: |
             mkdir -p ~/tmp/test-results/rspec
             mkdir -p ~/tmp/test-artifacts
-            mkdir -p coverage
-            ~/tmp/cc-test-reporter before-build
-            TESTFILES=$(circleci tests glob "spec/**/*_spec.rb" | circleci tests split --split-by=timings)
-            bundle exec rspec --format progress \
+            mkdir -p ~/build/coverage/backend
+
+            # Use round-robin distribution (same as GitHub Actions) for better test isolation
+            # This prevents tests with similar timing from being grouped on the same runner
+            SPEC_FILES=($(find spec -name '*_spec.rb' | sort))
+            TESTS=""
+
+            for i in "${!SPEC_FILES[@]}"; do
+              if [ $(( i % $CIRCLE_NODE_TOTAL )) -eq $CIRCLE_NODE_INDEX ]; then
+                TESTS="$TESTS ${SPEC_FILES[$i]}"
+              fi
+            done
+
+            bundle exec rspec -I ./spec --require coverage_helper --require spec_helper --format progress \
                               --format RspecJunitFormatter \
                               --out ~/tmp/test-results/rspec.xml \
-                              -- ${TESTFILES}
+                              -- $TESTS
           no_output_timeout: 30m
-      - run:
-          name: Code Climate Test Coverage
-          command: |
-            ~/tmp/cc-test-reporter format-coverage -t simplecov -o "coverage/codeclimate.$CIRCLE_NODE_INDEX.json"
 
-      - persist_to_workspace:
-          root: coverage
-          paths:
-            - codeclimate.*.json
-      # collect reports
+      # Store test results for better splitting in future runs
       - store_test_results:
           path: ~/tmp/test-results
-      - store_artifacts:
-          path: ~/tmp/test-artifacts
-      - store_artifacts:
-          path: log
 
-  upload-coverage:
-    working_directory: ~/build
-    docker:
-      # specify the version you desire here
-      - image: circleci/ruby:3.0.2-node-browsers
-    environment:
-      - CC_TEST_REPORTER_ID: caf26a895e937974a90860cfadfded20891cfd1373a5aaafb3f67406ab9d433f
+      - run:
+          name: Move coverage files if they exist
+          command: |
+            if [ -d "coverage" ]; then
+              mkdir -p ~/build/coverage
+              cp -r coverage ~/build/coverage/backend || true
+            fi
+          when: always
+
+      - persist_to_workspace:
+          root: ~/build
+          paths:
+            - coverage
+
+  # Collect coverage from all jobs
+  coverage:
+    <<: *defaults
     steps:
+      - checkout
       - attach_workspace:
           at: ~/build
+
+      # Qlty coverage publish
+      - qlty-orb/coverage_publish:
+          files: |
+            coverage/frontend/lcov.info
+
       - run:
-          name: Download cc-test-reporter
+          name: List coverage directory contents
           command: |
-            mkdir -p ~/tmp
-            curl -L https://codeclimate.com/downloads/test-reporter/test-reporter-latest-linux-amd64 > ~/tmp/cc-test-reporter
-            chmod +x ~/tmp/cc-test-reporter
-      - persist_to_workspace:
-          root: ~/tmp
-          paths:
-            - cc-test-reporter
+            ls -R ~/build/coverage || echo "No coverage directory"
+
+      - store_artifacts:
+          path: coverage
+          destination: coverage
+
+  build:
+    <<: *defaults
+    steps:
       - run:
-          name: Upload coverage results to Code Climate
+          name: Legacy build aggregator
           command: |
-            ~/tmp/cc-test-reporter sum-coverage --output - codeclimate.*.json |  ~/tmp/cc-test-reporter upload-coverage --debug --input -
+            echo "All main jobs passed; build job kept only for GitHub required check compatibility."
 
 workflows:
   version: 2
-
-  commit:
+  build:
     jobs:
-      - build
-      - upload-coverage:
+      - lint
+      - frontend-tests
+      - backend-tests
+      - coverage:
           requires:
-            - build
+            - frontend-tests
+            - backend-tests
+      - build:
+          requires:
+            - lint
+            - coverage

.circleci/setup_chatwoot.sql

@@ -0,0 +1,11 @@
+CREATE USER chatwoot CREATEDB;
+ALTER USER chatwoot PASSWORD 'REPLACE_WITH_PASSWORD';
+ALTER ROLE chatwoot SUPERUSER;
+
+UPDATE pg_database SET datistemplate = FALSE WHERE datname = 'template1';
+DROP DATABASE template1;
+CREATE DATABASE template1 WITH TEMPLATE = template0 ENCODING = 'UNICODE';
+UPDATE pg_database SET datistemplate = TRUE WHERE datname = 'template1';
+
+\c template1;
+VACUUM FREEZE;

.codeclimate.yml

@@ -1,58 +0,0 @@
-version: '2'
-plugins:
-  rubocop:
-    enabled: false
-    channel: rubocop-0-73
-  eslint:
-    enabled: false
-  csslint:
-    enabled: true
-  scss-lint:
-    enabled: true
-  brakeman:
-    enabled: false
-checks:
-  similar-code:
-    enabled: false
-  method-count:
-    enabled: true
-    config:
-      threshold: 32
-  file-lines:
-    enabled: true
-    config:
-      threshold: 300
-  method-lines:
-    config:
-      threshold: 50
-exclude_patterns:
-  - 'spec/'
-  - '**/specs/'
-  - 'db/*'
-  - 'bin/**/*'
-  - 'db/**/*'
-  - 'config/**/*'
-  - 'public/**/*'
-  - 'vendor/**/*'
-  - 'node_modules/**/*'
-  - 'lib/tasks/auto_annotate_models.rake'
-  - 'app/test-matchers.js'
-  - 'docs/*'
-  - '**/*.md'
-  - '**/*.yml'
-  - 'app/javascript/dashboard/i18n/locale'
-  - '**/*.stories.js'
-  - 'stories/'
-  - 'app/javascript/dashboard/components/widgets/conversation/advancedFilterItems/index.js'
-  - 'app/javascript/shared/constants/countries.js'
-  - 'app/javascript/dashboard/components/widgets/conversation/advancedFilterItems/languages.js'
-  - 'app/javascript/dashboard/routes/dashboard/contacts/contactFilterItems/index.js'
-  - 'app/javascript/dashboard/routes/dashboard/settings/automation/constants.js'
-  - 'app/javascript/dashboard/components/widgets/FilterInput/FilterOperatorTypes.js'
-  - 'app/javascript/dashboard/routes/dashboard/settings/reports/constants.js'
-  - 'app/javascript/dashboard/i18n/index.js'
-  - 'app/javascript/widget/i18n/index.js'
-  - 'app/javascript/survey/i18n/index.js'
-  - 'app/javascript/shared/constants/locales.js'
-  - 'app/javascript/dashboard/helper/specs/macrosFixtures.js'
-  - 'app/javascript/dashboard/routes/dashboard/settings/macros/constants.js'

.devcontainer/Dockerfile

@@ -4,5 +4,15 @@ FROM ghcr.io/chatwoot/chatwoot_codespace:latest
 
 # Do the set up required for chatwoot app
 WORKDIR /workspace
+
+# Copy dependency files first for better caching
+COPY package.json pnpm-lock.yaml ./
+COPY Gemfile Gemfile.lock ./
+
+# Install dependencies (will be cached if files don't change)
+RUN pnpm install --frozen-lockfile && \
+    gem install bundler && \
+    bundle install --jobs=$(nproc)
+
+# Copy source code after dependencies are installed
 COPY . /workspace
-RUN yarn && gem install bundler && bundle install

.devcontainer/Dockerfile.base

@@ -1,12 +1,16 @@
-
-ARG VARIANT
+ARG VARIANT="ubuntu-22.04"
 
 FROM mcr.microsoft.com/vscode/devcontainers/base:0-${VARIANT}
 
+ENV DEBIAN_FRONTEND=noninteractive
+
 ARG NODE_VERSION
 ARG RUBY_VERSION
 ARG USER_UID
 ARG USER_GID
+ARG PNPM_VERSION="10.2.0"
+ENV PNPM_VERSION ${PNPM_VERSION}
+ENV RUBY_CONFIGURE_OPTS=--disable-install-doc
 
 # Update args in docker-compose.yaml to set the UID/GID of the "vscode" user.
 RUN if [ "$USER_GID" != "1000" ] || [ "$USER_UID" != "1000" ]; then \
@@ -15,61 +19,80 @@ RUN if [ "$USER_GID" != "1000" ] || [ "$USER_UID" != "1000" ]; then \
         && chmod -R $USER_UID:$USER_GID /home/vscode; \
     fi
 
-RUN apt-get update && export DEBIAN_FRONTEND=noninteractive \
-  && apt-get -y install --no-install-recommends \
-    build-essential \
-    libssl-dev \
-    zlib1g-dev \
-    gnupg2 \
-    tar \
-    tzdata \
-    postgresql-client \
-    libpq-dev \
-    yarn \
-    git \
-    imagemagick \
-    tmux \
-    zsh \
-    git-flow \
-    npm \
-    libyaml-dev
+RUN NODE_MAJOR=$(echo $NODE_VERSION | cut -d. -f1) \
+    && curl -fsSL https://deb.nodesource.com/setup_${NODE_MAJOR}.x | bash - \
+    && apt-get update \
+    && apt-get -y install --no-install-recommends \
+        build-essential \
+        libssl-dev \
+        zlib1g-dev \
+        gnupg \
+        tar \
+        tzdata \
+        postgresql-client \
+        libpq-dev \
+        git \
+        imagemagick \
+        libyaml-dev \
+        curl \
+        ca-certificates \
+        tmux \
+        nodejs \
+    && apt-get clean \
+    && rm -rf /var/lib/apt/lists/* /tmp/* /var/tmp/*
 
-# Install rbenv and ruby
-RUN git clone https://github.com/rbenv/rbenv.git ~/.rbenv \
+# Install rbenv and ruby for root user first
+RUN git clone --depth 1 https://github.com/rbenv/rbenv.git ~/.rbenv \
     &&  echo 'export PATH="$HOME/.rbenv/bin:$PATH"' >> ~/.bashrc \
     &&  echo 'eval "$(rbenv init -)"' >> ~/.bashrc
 ENV PATH "/root/.rbenv/bin/:/root/.rbenv/shims/:$PATH"
-RUN git clone https://github.com/rbenv/ruby-build.git && \
+RUN git clone --depth 1 https://github.com/rbenv/ruby-build.git && \
     PREFIX=/usr/local ./ruby-build/install.sh
 
 RUN rbenv install $RUBY_VERSION && \
     rbenv global $RUBY_VERSION && \
     rbenv versions
 
-# Install overmind
+# Set up rbenv for vscode user
+RUN su - vscode -c "git clone --depth 1 https://github.com/rbenv/rbenv.git ~/.rbenv" \
+    && su - vscode -c "echo 'export PATH=\"\$HOME/.rbenv/bin:\$PATH\"' >> ~/.bashrc" \
+    && su - vscode -c "echo 'eval \"\$(rbenv init -)\"' >> ~/.bashrc" \
+    && su - vscode -c "PATH=\"/home/vscode/.rbenv/bin:\$PATH\" rbenv install $RUBY_VERSION" \
+    && su - vscode -c "PATH=\"/home/vscode/.rbenv/bin:\$PATH\" rbenv global $RUBY_VERSION"
+
+# Install overmind and gh in single layer
 RUN curl -L https://github.com/DarthSim/overmind/releases/download/v2.1.0/overmind-v2.1.0-linux-amd64.gz > overmind.gz \
   && gunzip overmind.gz \
-  && sudo mv overmind /usr/local/bin \
-  && chmod +x /usr/local/bin/overmind
-
-
-# Install gh
-RUN curl -fsSL https://cli.github.com/packages/githubcli-archive-keyring.gpg | sudo dd of=/usr/share/keyrings/githubcli-archive-keyring.gpg \
-   && echo "deb [arch=$(dpkg --print-architecture) signed-by=/usr/share/keyrings/githubcli-archive-keyring.gpg] https://cli.github.com/packages stable main" | sudo tee /etc/apt/sources.list.d/github-cli.list > /dev/null \
-   && sudo apt update \
-   && sudo apt install gh
+  && mv overmind /usr/local/bin \
+  && chmod +x /usr/local/bin/overmind \
+  && curl -fsSL https://cli.github.com/packages/githubcli-archive-keyring.gpg | dd of=/usr/share/keyrings/githubcli-archive-keyring.gpg \
+  && echo "deb [arch=$(dpkg --print-architecture) signed-by=/usr/share/keyrings/githubcli-archive-keyring.gpg] https://cli.github.com/packages stable main" | tee /etc/apt/sources.list.d/github-cli.list > /dev/null \
+  && apt-get update \
+  && apt-get install -y --no-install-recommends gh \
+  && apt-get clean \
+  && rm -rf /var/lib/apt/lists/* /tmp/* /var/tmp/*
 
 
 # Do the set up required for chatwoot app
 WORKDIR /workspace
-COPY . /workspace
+RUN chown vscode:vscode /workspace
 
-# set up ruby
-COPY Gemfile Gemfile.lock ./
-RUN gem install bundler && bundle install
+# set up node js, pnpm and claude code in single layer
+RUN npm install -g pnpm@${PNPM_VERSION} @anthropic-ai/claude-code \
+    && npm cache clean --force
 
-# set up node js
-RUN npm install n -g && \
-    n $NODE_VERSION
-RUN npm install --global yarn
-RUN yarn
+# Switch to vscode user
+USER vscode
+ENV PATH="/home/vscode/.rbenv/bin:/home/vscode/.rbenv/shims:$PATH"
+
+# Copy dependency files first for better caching
+COPY --chown=vscode:vscode Gemfile Gemfile.lock package.json pnpm-lock.yaml ./
+
+# Install dependencies as vscode user
+RUN eval "$(rbenv init -)" \
+    && gem install bundler -N \
+    && bundle install --jobs=$(nproc) \
+    && pnpm install --frozen-lockfile
+
+# Copy source code after dependencies are installed
+COPY --chown=vscode:vscode . /workspace

.devcontainer/devcontainer.json

@@ -4,17 +4,26 @@
   "dockerComposeFile": "docker-compose.yml",
 
   "settings": {
-    "terminal.integrated.shell.linux": "/bin/zsh"
+    "terminal.integrated.shell.linux": "/bin/zsh",
+    "extensions.showRecommendationsOnlyOnDemand": true,
+    "editor.formatOnSave": true,
+    "files.trimTrailingWhitespace": true,
+    "files.insertFinalNewline": true,
+    "search.exclude": {
+      "**/node_modules": true,
+      "**/tmp": true,
+      "**/log": true,
+      "**/coverage": true,
+      "**/public/packs": true
+    }
   },
 
 
   // Add the IDs of extensions you want installed when the container is created.
   "extensions": [
-    "rebornix.Ruby",
+    "Shopify.ruby-lsp",
     "misogi.ruby-rubocop",
-    "wingrunr21.vscode-ruby",
     "davidpallinder.rails-test-runner",
-    "eamodio.gitlens",
     "github.copilot",
     "mrmlnc.vscode-duplicate"
   ],
@@ -23,15 +32,15 @@
   // 5432 postgres
   // 6379 redis
   // 1025,8025 mailhog
-  "forwardPorts": [8025, 3000, 3035],
+  "forwardPorts": [8025, 3000, 3036],
 
-  "postCreateCommand": ".devcontainer/scripts/setup.sh && POSTGRES_STATEMENT_TIMEOUT=600s bundle exec rake db:chatwoot_prepare && yarn",
+  "postCreateCommand": ".devcontainer/scripts/setup.sh && POSTGRES_STATEMENT_TIMEOUT=600s bundle exec rake db:chatwoot_prepare && pnpm install",
   "portsAttributes": {
     "3000": {
       "label": "Rails Server"
     },
-    "3035": {
-      "label": "Webpack Dev Server"
+    "3036": {
+      "label": "Vite Dev Server"
     },
     "8025": {
       "label": "Mailhog UI"

.devcontainer/docker-compose.base.yml

@@ -0,0 +1,18 @@
+# Docker Compose file for building the base image in GitHub Actions
+# Usage: docker-compose -f .devcontainer/docker-compose.base.yml build base
+
+version: '3'
+
+services:
+  base:
+    build:
+      context: ..
+      dockerfile: .devcontainer/Dockerfile.base
+      args:
+        VARIANT: 'ubuntu-22.04'
+        NODE_VERSION: '24.13.0'
+        RUBY_VERSION: '3.4.4'
+        # On Linux, you may need to update USER_UID and USER_GID below if not your local UID is not 1000.
+        USER_UID: '1000'
+        USER_GID: '1000'
+    image: ghcr.io/chatwoot/chatwoot_codespace:latest

.devcontainer/docker-compose.yml

@@ -5,30 +5,17 @@
 version: '3'
 
 services:
-  base: 
-    build:
-      context: ..
-      dockerfile: .devcontainer/Dockerfile.base
-      args:
-        VARIANT: "ubuntu-22.04"
-        NODE_VERSION: "20.9.0"
-        RUBY_VERSION: "3.3.3"
-        # On Linux, you may need to update USER_UID and USER_GID below if not your local UID is not 1000.
-        USER_UID: "1000"
-        USER_GID: "1000"
-    image: base:latest
-        
   app:
     build:
       context: ..
       dockerfile: .devcontainer/Dockerfile
       args:
-        VARIANT: "ubuntu-22.04"
-        NODE_VERSION: "20.9.0"
-        RUBY_VERSION: "3.3.3"
+        VARIANT: 'ubuntu-22.04'
+        NODE_VERSION: '24.13.0'
+        RUBY_VERSION: '3.4.4'
         # On Linux, you may need to update USER_UID and USER_GID below if not your local UID is not 1000.
-        USER_UID: "1000"
-        USER_GID: "1000"
+        USER_UID: '1000'
+        USER_GID: '1000'
 
     volumes:
       - ..:/workspace:cached
@@ -40,7 +27,7 @@ services:
     network_mode: service:db
 
   db:
-    image: postgres:latest
+    image: pgvector/pgvector:pg16
     restart: unless-stopped
     volumes:
       - postgres-data:/var/lib/postgresql/data

.devcontainer/scripts/setup.sh

@@ -2,12 +2,15 @@ cp .env.example .env
 sed -i -e '/REDIS_URL/ s/=.*/=redis:\/\/localhost:6379/' .env
 sed -i -e '/POSTGRES_HOST/ s/=.*/=localhost/' .env
 sed -i -e '/SMTP_ADDRESS/ s/=.*/=localhost/' .env
-sed -i -e "/FRONTEND_URL/ s/=.*/=https:\/\/$CODESPACE_NAME-3000.githubpreview.dev/" .env
-sed -i -e "/WEBPACKER_DEV_SERVER_PUBLIC/ s/=.*/=https:\/\/$CODESPACE_NAME-3035.githubpreview.dev/" .env
-# uncomment the webpacker env variable
-sed -i -e '/WEBPACKER_DEV_SERVER_PUBLIC/s/^# //' .env
-# fix the error with webpacker
-echo 'export NODE_OPTIONS=--openssl-legacy-provider' >> ~/.zshrc
+sed -i -e "/FRONTEND_URL/ s/=.*/=https:\/\/$CODESPACE_NAME-3000.app.github.dev/" .env
+
+# Setup Claude Code API key if available
+if [ -n "$CLAUDE_CODE_API_KEY" ]; then
+  mkdir -p ~/.claude
+  echo '{"apiKeyHelper": "~/.claude/anthropic_key.sh"}' > ~/.claude/settings.json
+  echo "echo \"$CLAUDE_CODE_API_KEY\"" > ~/.claude/anthropic_key.sh
+  chmod +x ~/.claude/anthropic_key.sh
+fi
 
 # codespaces make the ports public
-gh codespace ports visibility 3000:public 3035:public 8025:public -c $CODESPACE_NAME
+gh codespace ports visibility 3000:public 3036:public 8025:public -c $CODESPACE_NAME

.env.example

@@ -2,10 +2,17 @@
 # https://www.chatwoot.com/docs/self-hosted/configuration/environment-variables/#rails-production-variables
 
 # Used to verify the integrity of signed cookies. so ensure a secure value is set
-# SECRET_KEY_BASE should be alphanumeric. Avoid special characters or symbols. 
+# SECRET_KEY_BASE should be alphanumeric. Avoid special characters or symbols.
 # Use `rake secret` to generate this variable
 SECRET_KEY_BASE=replace_with_lengthy_secure_hex
 
+# Active Record Encryption keys (required for MFA/2FA functionality)
+# Generate these keys by running: rails db:encryption:init
+# IMPORTANT: Use different keys for each environment (development, staging, production)
+# ACTIVE_RECORD_ENCRYPTION_PRIMARY_KEY=
+# ACTIVE_RECORD_ENCRYPTION_DETERMINISTIC_KEY=
+# ACTIVE_RECORD_ENCRYPTION_KEY_DERIVATION_SALT=
+
 # Replace with the URL you are planning to use for your app
 FRONTEND_URL=http://0.0.0.0:3000
 # To use a dedicated URL for help center pages
@@ -91,6 +98,8 @@ SMTP_OPENSSL_VERIFY_MODE=peer
 # Mail Incoming
 # This is the domain set for the reply emails when conversation continuity is enabled
 MAILER_INBOUND_EMAIL_DOMAIN=
+# Maximum time in seconds to process a single IMAP email
+# EMAIL_PROCESSING_TIMEOUT_SECONDS=60
 # Set this to the appropriate ingress channel with regards to incoming emails
 # Possible values are :
 # relay for Exim, Postfix, Qmail
@@ -98,6 +107,7 @@ MAILER_INBOUND_EMAIL_DOMAIN=
 # mandrill for Mandrill
 # postmark for Postmark
 # sendgrid for Sendgrid
+# ses for Amazon SES
 RAILS_INBOUND_EMAIL_SERVICE=
 # Use one of the following based on the email ingress service
 # Ref: https://edgeguides.rubyonrails.org/action_mailbox_basics.html
@@ -107,6 +117,10 @@ RAILS_INBOUND_EMAIL_PASSWORD=
 MAILGUN_INGRESS_SIGNING_KEY=
 MANDRILL_INGRESS_API_KEY=
 
+# SNS topic ARN for ActionMailbox (format: arn:aws:sns:region:account-id:topic-name)
+# Configure only if the rails_inbound_email_service = ses
+ACTION_MAILBOX_SES_SNS_TOPIC=
+
 # Creating Your Inbound Webhook Instructions for Postmark and Sendgrid:
 # Inbound webhook URL format:
 #    https://actionmailbox:[YOUR_RAILS_INBOUND_EMAIL_PASSWORD]@[YOUR_CHATWOOT_DOMAIN.COM]/rails/action_mailbox/[RAILS_INBOUND_EMAIL_SERVICE]/inbound_emails
@@ -208,6 +222,7 @@ ANDROID_SHA256_CERT_FINGERPRINT=AC:73:8E:DE:EB:56:EA:CC:10:87:02:A7:65:37:7B:38:
 ## https://github.com/DataDog/dd-trace-rb/blob/master/docs/GettingStarted.md#environment-variables
 # DD_TRACE_AGENT_URL=
 
+
 # MaxMindDB API key to download GeoLite2 City database
 # IP_LOOKUP_API_KEY=
 
@@ -216,6 +231,12 @@ ANDROID_SHA256_CERT_FINGERPRINT=AC:73:8E:DE:EB:56:EA:CC:10:87:02:A7:65:37:7B:38:
 # ENABLE_RACK_ATTACK=true
 # RACK_ATTACK_LIMIT=300
 # ENABLE_RACK_ATTACK_WIDGET_API=true
+# Comma-separated list of trusted IPs that bypass Rack Attack throttling rules
+# RACK_ATTACK_ALLOWED_IPS=127.0.0.1,::1,192.168.0.10
+
+## SafeFetch private network access
+## Keep disabled by default. Self-hosted installations can enable this to allow SafeFetch requests to private network URLs.
+# SAFE_FETCH_ALLOW_PRIVATE_NETWORK=false
 
 ## Running chatwoot as an API only server
 ## setting this value to true will disable the frontend dashboard endpoints
@@ -247,14 +268,18 @@ AZURE_APP_SECRET=
 ## Change these values to fine tune performance
 # control the concurrency setting of sidekiq
 # SIDEKIQ_CONCURRENCY=10
+# Enable verbose logging each time a job is dequeued in Sidekiq
+# ENABLE_SIDEKIQ_DEQUEUE_LOGGER=false
 
 
-# AI powered features
-## OpenAI key
-# OPENAI_API_KEY=
+# AI powered features (Captain)
+# The OpenAI API key and endpoint for Captain are not configured via .env.
+# Set them at Super Admin > App Configs > Captain (CAPTAIN_OPEN_AI_API_KEY, CAPTAIN_OPEN_AI_ENDPOINT).
 
 # Housekeeping/Performance related configurations
 # Set to true if you want to remove stale contact inboxes
 # contact_inboxes with no conversation older than 90 days will be removed
 # REMOVE_STALE_CONTACT_INBOX_JOB_STATUS=false
 
+# REDIS_ALFRED_SIZE=10
+# REDIS_VELMA_SIZE=10

.eslintrc.js

@@ -1,6 +1,39 @@
 module.exports = {
-  extends: ['airbnb-base/legacy', 'prettier', 'plugin:vue/vue3-recommended'],
+  extends: [
+    'airbnb-base/legacy',
+    'prettier',
+    'plugin:vue/vue3-recommended',
+    'plugin:vitest-globals/recommended',
+    // use recommended-legacy when upgrading the plugin to v4
+    'plugin:@intlify/vue-i18n/recommended',
+  ],
+  overrides: [
+    {
+      files: ['**/*.spec.{j,t}s?(x)'],
+      env: {
+        'vitest-globals/env': true,
+      },
+    },
+    {
+      files: ['**/*.story.vue'],
+      rules: {
+        'vue/no-undef-components': [
+          'error',
+          {
+            ignorePatterns: ['Variant', 'Story'],
+          },
+        ],
+        // Story files can have static strings, it doesn't need to handle i18n always.
+        'vue/no-bare-strings-in-template': 'off',
+        'no-console': 'off',
+      },
+    },
+  ],
   plugins: ['html', 'prettier'],
+  parserOptions: {
+    ecmaVersion: 'latest',
+    sourceType: 'module',
+  },
   rules: {
     'prettier/prettier': ['error'],
     camelcase: 'off',
@@ -70,6 +103,7 @@ module.exports = {
           '⌘',
           '📄',
           '🎉',
+          '🚀',
           '💬',
           '👥',
           '📥',
@@ -198,6 +232,18 @@ module.exports = {
     'vue/singleline-html-element-content-newline': 'off',
     'import/extensions': ['off'],
     'no-console': 'error',
+    '@intlify/vue-i18n/no-dynamic-keys': 'warn',
+    '@intlify/vue-i18n/no-unused-keys': [
+      'warn',
+      {
+        extensions: ['.js', '.vue'],
+      },
+    ],
+  },
+  settings: {
+    'vue-i18n': {
+      localeDir: './app/javascript/*/i18n/**.json',
+    },
   },
   env: {
     browser: true,

.github/scripts/ghsa_linear_sync.py

@@ -0,0 +1,195 @@
+#!/usr/bin/env python3
+"""Sync triage GitHub security advisories to Linear issues."""
+
+from __future__ import annotations
+
+import os
+import sys
+from typing import Any
+
+import requests
+
+GITHUB_API = "https://api.github.com"
+LINEAR_API = "https://api.linear.app/graphql"
+
+SEVERITY_PRIORITY = {"critical": 1, "high": 2, "medium": 3, "low": 4}
+SEVERITY_COLOR = {
+    "critical": 15548997,
+    "high": 15105570,
+    "medium": 15844367,
+    "low": 3066993,
+}
+DEFAULT_COLOR = 9807270
+
+
+def required_env(name: str) -> str:
+    value = os.environ.get(name)
+    if not value:
+        sys.exit(f"Missing required env var: {name}")
+    return value
+
+
+def fetch_triage_advisories(repo: str, token: str) -> list[dict[str, Any]]:
+    url: str | None = f"{GITHUB_API}/repos/{repo}/security-advisories"
+    params: dict[str, Any] | None = {"state": "triage", "per_page": 100}
+    headers = {
+        "Accept": "application/vnd.github+json",
+        "Authorization": f"Bearer {token}",
+        "X-GitHub-Api-Version": "2022-11-28",
+    }
+    advisories: list[dict[str, Any]] = []
+    while url:
+        r = requests.get(url, headers=headers, params=params, timeout=30)
+        r.raise_for_status()
+        advisories.extend(r.json())
+        next_link = r.links.get("next")
+        url = next_link["url"] if next_link else None
+        params = None
+    return advisories
+
+
+def linear_call(query: str, variables: dict[str, Any], api_key: str) -> dict[str, Any]:
+    r = requests.post(
+        LINEAR_API,
+        headers={"Authorization": api_key},
+        json={"query": query, "variables": variables},
+        timeout=30,
+    )
+    r.raise_for_status()
+    return r.json()
+
+
+def linear_issue_exists(ghsa_id: str, api_key: str) -> bool:
+    query = (
+        "query($q: String!) { issues(filter: {title: {contains: $q}}, first: 1) "
+        "{ nodes { id } } }"
+    )
+    resp = linear_call(query, {"q": ghsa_id}, api_key)
+    return len(resp.get("data", {}).get("issues", {}).get("nodes", [])) > 0
+
+
+def linear_create_issue(input_data: dict[str, Any], api_key: str) -> dict[str, str] | None:
+    query = (
+        "mutation($input: IssueCreateInput!) { issueCreate(input: $input) "
+        "{ success issue { identifier url } } }"
+    )
+    resp = linear_call(query, {"input": input_data}, api_key)
+    create = resp.get("data", {}).get("issueCreate") or {}
+    if not create.get("success"):
+        return None
+    return create.get("issue")
+
+
+def reporter_login(advisory: dict[str, Any]) -> str:
+    for credit in advisory.get("credits") or []:
+        user = (credit or {}).get("user") or {}
+        if user.get("login"):
+            return user["login"]
+    return "unknown"
+
+
+def cvss_score(advisory: dict[str, Any]) -> str:
+    score = (advisory.get("cvss") or {}).get("score")
+    return str(score) if score is not None else "n/a"
+
+
+def build_description(adv: dict[str, Any]) -> str:
+    return (
+        f"**GHSA:** {adv['ghsa_id']}\n"
+        f"**CVE:** {adv.get('cve_id') or 'n/a'}\n"
+        f"**Severity:** {adv.get('severity') or 'unknown'} (CVSS {cvss_score(adv)})\n"
+        f"**Reporter:** {reporter_login(adv)}\n"
+        f"**Reported:** {(adv.get('created_at') or '').split('T')[0]}\n"
+        f"**Advisory:** {adv['html_url']}\n\n"
+        f"---\n\n"
+        f"{adv.get('description') or 'No description provided.'}"
+    )
+
+
+def post_discord(adv: dict[str, Any], issue: dict[str, str], webhook_url: str) -> None:
+    severity = adv.get("severity") or "unknown"
+    title = f"[{adv['ghsa_id']}] {adv['summary']}"[:250]
+    payload = {
+        "username": "GHSA Sync",
+        "embeds": [
+            {
+                "title": title,
+                "url": issue["url"],
+                "color": SEVERITY_COLOR.get(severity, DEFAULT_COLOR),
+                "fields": [
+                    {"name": "Linear", "value": issue["identifier"], "inline": True},
+                    {
+                        "name": "Severity",
+                        "value": f"{severity} (CVSS {cvss_score(adv)})",
+                        "inline": True,
+                    },
+                    {
+                        "name": "Advisory",
+                        "value": f"[GitHub]({adv['html_url']})",
+                        "inline": True,
+                    },
+                ],
+            }
+        ],
+    }
+    try:
+        requests.post(webhook_url, json=payload, timeout=10)
+    except requests.RequestException:
+        pass
+
+
+def main() -> int:
+    repo = required_env("GITHUB_REPOSITORY")
+    gh_token = required_env("GHSA_READ_TOKEN")
+    linear_api_key = required_env("LINEAR_API_KEY")
+    team_id = required_env("LINEAR_TEAM_ID")
+    project_id = required_env("LINEAR_PROJECT_ID")
+    label_id = required_env("LINEAR_LABEL_ID")
+    discord_webhook = os.environ.get("DISCORD_WEBHOOK_URL") or None
+
+    advisories = fetch_triage_advisories(repo, gh_token)
+    print(f"Fetched {len(advisories)} triage advisories")
+
+    created = skipped = failed = 0
+
+    for adv in advisories:
+        ghsa_id = adv.get("ghsa_id")
+        if not ghsa_id:
+            failed += 1
+            continue
+
+        try:
+            if linear_issue_exists(ghsa_id, linear_api_key):
+                skipped += 1
+                continue
+
+            severity = adv.get("severity") or "unknown"
+            issue = linear_create_issue(
+                {
+                    "title": f"[{ghsa_id}] {adv.get('summary', '')}",
+                    "description": build_description(adv),
+                    "teamId": team_id,
+                    "projectId": project_id,
+                    "labelIds": [label_id],
+                    "priority": SEVERITY_PRIORITY.get(severity, 3),
+                },
+                linear_api_key,
+            )
+        except requests.RequestException:
+            failed += 1
+            continue
+
+        if not issue:
+            failed += 1
+            continue
+
+        created += 1
+        if discord_webhook:
+            post_discord(adv, issue, discord_webhook)
+
+    print(f"Created {created}, skipped {skipped}, failed {failed}")
+    return 1 if failed > 0 else 0
+
+
+if __name__ == "__main__":
+    sys.exit(main())

.github/workflows/auto-assign-pr.yml

@@ -0,0 +1,28 @@
+name: Auto-assign PR to Author
+
+on:
+  pull_request:
+    types: [opened]
+
+jobs:
+  auto-assign:
+    runs-on: ubuntu-latest
+    permissions:
+      pull-requests: write
+    steps:
+      - name: Auto-assign PR to author
+        uses: actions/github-script@v7
+        with:
+          script: |
+            const { owner, repo } = context.repo;
+            const pull_number = context.payload.pull_request.number;
+            const author = context.payload.pull_request.user.login;
+            
+            await github.rest.issues.addAssignees({
+              owner,
+              repo,
+              issue_number: pull_number,
+              assignees: [author]
+            });
+            
+            console.log(`Assigned PR #${pull_number} to ${author}`);

.github/workflows/deploy_check.yml

@@ -6,6 +6,14 @@ name: Deploy Check
 on:
   pull_request:
 
+# If two pushes happen within a short time in the same PR, cancel the run of the oldest push
+concurrency:
+  group: pr-${{ github.workflow }}-${{ github.head_ref }}
+  cancel-in-progress: true
+
+permissions:
+  contents: read
+
 jobs:
   deployment_check:
     name: Check Deployment

.github/workflows/frontend-fe.yml

@@ -0,0 +1,44 @@
+name: Frontend Lint & Test
+
+on:
+  push:
+    branches:
+      - develop
+  pull_request:
+    branches:
+      - develop
+
+permissions:
+  contents: read
+
+jobs:
+  test:
+    runs-on: ubuntu-22.04
+
+    steps:
+      - uses: actions/checkout@v4
+        with:
+          ref: ${{ github.event.pull_request.head.ref }}
+          repository: ${{ github.event.pull_request.head.repo.full_name }}
+
+      - uses: ruby/setup-ruby@v1
+        with:
+          bundler-cache: true
+
+      - uses: pnpm/action-setup@v4
+
+      - uses: actions/setup-node@v4
+        with:
+          node-version: 24
+          cache: 'pnpm'
+
+      - name: Install pnpm dependencies
+        run: pnpm install --frozen-lockfile
+
+      - name: Run eslint
+        run: pnpm run eslint
+
+      - name: Run frontend tests with coverage
+        run: |
+          mkdir -p coverage
+          pnpm run test:coverage

.github/workflows/ghsa-linear-sync.yml

@@ -0,0 +1,29 @@
+name: Sync GHSA advisories to Linear
+
+on:
+  schedule:
+    - cron: '0 4 * * *'  # daily at 09:30 IST
+  workflow_dispatch: {}
+
+permissions:
+  contents: read
+
+jobs:
+  sync:
+    runs-on: ubuntu-latest
+    steps:
+      - uses: actions/checkout@v4
+      - uses: actions/setup-python@v5
+        with:
+          python-version: '3.11'
+      - name: Install dependencies
+        run: pip install requests==2.32.3
+      - name: Sync advisories
+        env:
+          GHSA_READ_TOKEN: ${{ secrets.GHSA_READ_TOKEN }}
+          LINEAR_API_KEY: ${{ secrets.LINEAR_API_KEY }}
+          LINEAR_TEAM_ID: ${{ secrets.LINEAR_TEAM_ID }}
+          LINEAR_PROJECT_ID: ${{ secrets.LINEAR_PROJECT_ID }}
+          LINEAR_LABEL_ID: ${{ secrets.LINEAR_LABEL_ID }}
+          DISCORD_WEBHOOK_URL: ${{ secrets.DISCORD_WEBHOOK_URL }}
+        run: python3 .github/scripts/ghsa_linear_sync.py

.github/workflows/logging_percentage_check.yml

@@ -5,6 +5,14 @@ on:
     branches:
       - develop
 
+# If two pushes happen within a short time in the same PR, cancel the run of the oldest push
+concurrency:
+  group: pr-${{ github.workflow }}-${{ github.head_ref }}
+  cancel-in-progress: true
+
+permissions:
+  contents: read
+
 jobs:
   log_lines_check:
     runs-on: ubuntu-latest

.github/workflows/nightly_installer.yml

@@ -2,7 +2,7 @@
 # #
 # # Linux nightly installer action
 # # This action will try to install and setup
-# # chatwoot on an Ubuntu 20.04 machine using
+# # chatwoot on an Ubuntu 22.04 machine using
 # # the linux installer script.
 # #
 # # This is set to run daily at midnight.
@@ -14,9 +14,12 @@ on:
     - cron: "0 0 * * *"
   workflow_dispatch:
 
+permissions:
+  contents: read
+
 jobs:
   nightly:
-    runs-on: ubuntu-20.04
+    runs-on: ubuntu-24.04
     steps:
 
     - name: get installer

.github/workflows/publish_codespace_image.yml

@@ -3,6 +3,10 @@ name: Publish Codespace Base Image
 on:
   workflow_dispatch:
 
+permissions:
+  contents: read
+  packages: write
+
 jobs:
   publish-code-space-image:
     runs-on: ubuntu-latest
@@ -19,6 +23,5 @@ jobs:
 
     - name: Build the Codespace Base Image
       run: |
-        docker-compose -f .devcontainer/docker-compose.yml build base
-        docker tag base:latest ghcr.io/chatwoot/chatwoot_codespace:latest
+        docker compose -f .devcontainer/docker-compose.base.yml build base
         docker push ghcr.io/chatwoot/chatwoot_codespace:latest

.github/workflows/publish_ee_docker.yml

@@ -0,0 +1,143 @@
+# #
+# # This action will publish Chatwoot EE docker image.
+# # This is set to run against merges to develop, master
+# # and when tags are created.
+# #
+
+name: Publish Chatwoot EE docker images
+
+on:
+  push:
+    branches:
+      - develop
+      - master
+    tags:
+      - v*
+  workflow_dispatch:
+
+env:
+  DOCKER_REPO: chatwoot/chatwoot
+
+permissions:
+  contents: read
+
+jobs:
+  build:
+    strategy:
+      fail-fast: false
+      matrix:
+        include:
+          - platform: linux/amd64
+            runner: ubuntu-latest
+          - platform: linux/arm64
+            runner: ubuntu-22.04-arm
+    runs-on: ${{ matrix.runner }}
+    env:
+      GIT_REF: ${{ github.head_ref || github.ref_name }}
+    steps:
+      - name: Checkout
+        uses: actions/checkout@v4
+
+      - name: Prepare
+        run: |
+          platform=${{ matrix.platform }}
+          echo "PLATFORM_PAIR=${platform//\//-}" >> $GITHUB_ENV
+
+      - name: Set Chatwoot edition
+        run: |
+          echo -en '\nENV CW_EDITION="ee"' >> docker/Dockerfile
+
+      - name: Set Docker Tags
+        run: |
+          SANITIZED_REF=$(echo "$GIT_REF" | sed 's/\//-/g')
+          if [ "${{ github.ref_name }}" = "master" ]; then
+            echo "DOCKER_TAG=${DOCKER_REPO}:latest" >> $GITHUB_ENV
+          else
+            echo "DOCKER_TAG=${DOCKER_REPO}:${SANITIZED_REF}" >> $GITHUB_ENV
+          fi
+
+      - name: Set up QEMU
+        uses: docker/setup-qemu-action@v3
+
+      - name: Set up Docker Buildx
+        uses: docker/setup-buildx-action@v3
+
+      - name: Login to DockerHub
+        if: github.event_name == 'push' || github.event_name == 'workflow_dispatch'
+        uses: docker/login-action@v3
+        with:
+          username: ${{ secrets.DOCKERHUB_USERNAME }}
+          password: ${{ secrets.DOCKERHUB_TOKEN }}
+
+      - name: Build and push by digest
+        id: build
+        uses: docker/build-push-action@v6
+        with:
+          context: .
+          file: docker/Dockerfile
+          platforms: ${{ matrix.platform }}
+          push: ${{ github.event_name == 'push' || github.event_name == 'workflow_dispatch' }}
+          outputs: type=image,name=${{ env.DOCKER_REPO }},push-by-digest=true,name-canonical=true,push=true
+
+      - name: Export digest
+        run: |
+          mkdir -p ${{ runner.temp }}/digests
+          digest="${{ steps.build.outputs.digest }}"
+          touch "${{ runner.temp }}/digests/${digest#sha256:}"
+
+      - name: Upload digest
+        uses: actions/upload-artifact@v4
+        with:
+          name: digests-${{ env.PLATFORM_PAIR }}
+          path: ${{ runner.temp }}/digests/*
+          if-no-files-found: error
+          retention-days: 1
+
+  merge:
+    runs-on: ubuntu-latest
+    needs:
+      - build
+    steps:
+      - name: Download digests
+        uses: actions/download-artifact@v4
+        with:
+          path: ${{ runner.temp }}/digests
+          pattern: digests-*
+          merge-multiple: true
+
+      - name: Login to DockerHub
+        uses: docker/login-action@v3
+        with:
+          username: ${{ secrets.DOCKERHUB_USERNAME }}
+          password: ${{ secrets.DOCKERHUB_TOKEN }}
+
+      - name: Set up Docker Buildx
+        uses: docker/setup-buildx-action@v3
+
+      - name: Create manifest list and push
+        working-directory: ${{ runner.temp }}/digests
+        env:
+          GIT_REF: ${{ github.head_ref || github.ref_name }}
+        run: |
+          SANITIZED_REF=$(echo "$GIT_REF" | sed 's/\//-/g')
+          if [ "${{ github.ref_name }}" = "master" ]; then
+            TAG="${DOCKER_REPO}:latest"
+          else
+            TAG="${DOCKER_REPO}:${SANITIZED_REF}"
+          fi
+          
+          docker buildx imagetools create -t $TAG \
+            $(printf '${{ env.DOCKER_REPO }}@sha256:%s ' *)
+
+      - name: Inspect image
+        env:
+          GIT_REF: ${{ github.head_ref || github.ref_name }}
+        run: |
+          SANITIZED_REF=$(echo "$GIT_REF" | sed 's/\//-/g')
+          if [ "${{ github.ref_name }}" = "master" ]; then
+            TAG="${DOCKER_REPO}:latest"
+          else
+            TAG="${DOCKER_REPO}:${SANITIZED_REF}"
+          fi
+          
+          docker buildx imagetools inspect $TAG

.github/workflows/publish_foss_docker.yml

@@ -5,6 +5,7 @@
 # #
 
 name: Publish Chatwoot CE docker images
+
 on:
   push:
     branches:
@@ -14,20 +15,33 @@ on:
       - v*
   workflow_dispatch:
 
+env:
+  DOCKER_REPO: chatwoot/chatwoot
+
+permissions:
+  contents: read
+
 jobs:
   build:
-    runs-on: ubuntu-latest
+    strategy:
+      fail-fast: false
+      matrix:
+        include:
+          - platform: linux/amd64
+            runner: ubuntu-latest
+          - platform: linux/arm64
+            runner: ubuntu-22.04-arm
+    runs-on: ${{ matrix.runner }}
     env:
-      GIT_REF: ${{ github.head_ref || github.ref_name }} # ref_name to get tags/branches
+      GIT_REF: ${{ github.head_ref || github.ref_name }}
     steps:
       - name: Checkout
         uses: actions/checkout@v4
 
-      - name: Set up QEMU
-        uses: docker/setup-qemu-action@v1
-
-      - name: Set up Docker Buildx
-        uses: docker/setup-buildx-action@v1
+      - name: Prepare
+        run: |
+          platform=${{ matrix.platform }}
+          echo "PLATFORM_PAIR=${platform//\//-}" >> $GITHUB_ENV
 
       - name: Strip enterprise code
         run: |
@@ -38,26 +52,97 @@ jobs:
         run: |
           echo -en '\nENV CW_EDITION="ce"' >> docker/Dockerfile
 
-      - name: set docker tag
+      - name: Set Docker Tags
         run: |
-          echo "DOCKER_TAG=chatwoot/chatwoot:$GIT_REF-ce" >> $GITHUB_ENV
+          SANITIZED_REF=$(echo "$GIT_REF" | sed 's/\//-/g')
+          if [ "${{ github.ref_name }}" = "master" ]; then
+            echo "DOCKER_TAG=${DOCKER_REPO}:latest-ce" >> $GITHUB_ENV
+          else
+            echo "DOCKER_TAG=${DOCKER_REPO}:${SANITIZED_REF}-ce" >> $GITHUB_ENV
+          fi
 
-      - name: replace docker tag if master
-        if: github.ref_name == 'master'
-        run: |
-          echo "DOCKER_TAG=chatwoot/chatwoot:latest-ce" >> $GITHUB_ENV
+      - name: Set up QEMU
+        uses: docker/setup-qemu-action@v3
+
+      - name: Set up Docker Buildx
+        uses: docker/setup-buildx-action@v3
 
       - name: Login to DockerHub
-        uses: docker/login-action@v1
+        if: github.event_name == 'push' || github.event_name == 'workflow_dispatch'
+        uses: docker/login-action@v3
         with:
           username: ${{ secrets.DOCKERHUB_USERNAME }}
           password: ${{ secrets.DOCKERHUB_TOKEN }}
 
-      - name: Build and push
-        uses: docker/build-push-action@v2
+      - name: Build and push by digest
+        id: build
+        uses: docker/build-push-action@v6
         with:
           context: .
           file: docker/Dockerfile
-          platforms: linux/amd64
-          push: true
-          tags: ${{ env.DOCKER_TAG }}
+          platforms: ${{ matrix.platform }}
+          push: ${{ github.event_name == 'push' || github.event_name == 'workflow_dispatch' }}
+          outputs: type=image,name=${{ env.DOCKER_REPO }},push-by-digest=true,name-canonical=true,push=true
+
+      - name: Export digest
+        run: |
+          mkdir -p ${{ runner.temp }}/digests
+          digest="${{ steps.build.outputs.digest }}"
+          touch "${{ runner.temp }}/digests/${digest#sha256:}"
+
+      - name: Upload digest
+        uses: actions/upload-artifact@v4
+        with:
+          name: digests-${{ env.PLATFORM_PAIR }}
+          path: ${{ runner.temp }}/digests/*
+          if-no-files-found: error
+          retention-days: 1
+
+  merge:
+    runs-on: ubuntu-latest
+    needs:
+      - build
+    steps:
+      - name: Download digests
+        uses: actions/download-artifact@v4
+        with:
+          path: ${{ runner.temp }}/digests
+          pattern: digests-*
+          merge-multiple: true
+
+      - name: Login to DockerHub
+        uses: docker/login-action@v3
+        with:
+          username: ${{ secrets.DOCKERHUB_USERNAME }}
+          password: ${{ secrets.DOCKERHUB_TOKEN }}
+
+      - name: Set up Docker Buildx
+        uses: docker/setup-buildx-action@v3
+
+      - name: Create manifest list and push
+        working-directory: ${{ runner.temp }}/digests
+        env:
+          GIT_REF: ${{ github.head_ref || github.ref_name }}
+        run: |
+          SANITIZED_REF=$(echo "$GIT_REF" | sed 's/\//-/g')
+          if [ "${{ github.ref_name }}" = "master" ]; then
+            TAG="${DOCKER_REPO}:latest-ce"
+          else
+            TAG="${DOCKER_REPO}:${SANITIZED_REF}-ce"
+          fi
+          
+          docker buildx imagetools create -t $TAG \
+            $(printf '${{ env.DOCKER_REPO }}@sha256:%s ' *)
+
+      - name: Inspect image
+        env:
+          GIT_REF: ${{ github.head_ref || github.ref_name }}
+        run: |
+          SANITIZED_REF=$(echo "$GIT_REF" | sed 's/\//-/g')
+          if [ "${{ github.ref_name }}" = "master" ]; then
+            TAG="${DOCKER_REPO}:latest-ce"
+          else
+            TAG="${DOCKER_REPO}:${SANITIZED_REF}-ce"
+          fi
+          
+          docker buildx imagetools inspect $TAG

.github/workflows/run_foss_spec.yml

@@ -1,10 +1,6 @@
-# #
-# # This action will strip the enterprise folder
-# # and run the spec.
-# # This is set to run against every PR.
-# #
-
 name: Run Chatwoot CE spec
+permissions:
+  contents: read
 on:
   push:
     branches:
@@ -14,20 +10,65 @@ on:
   workflow_dispatch:
 
 jobs:
-  test:
-    runs-on: ubuntu-20.04
+  # Separate linting jobs for faster feedback
+  lint-backend:
+    runs-on: ubuntu-latest
+    steps:
+      - uses: actions/checkout@v4
+      - uses: ruby/setup-ruby@v1
+        with:
+          bundler-cache: true
+      - name: Run Rubocop
+        run: bundle exec rubocop --parallel
+
+  lint-frontend:
+    runs-on: ubuntu-latest
+    steps:
+      - uses: actions/checkout@v4
+      - uses: pnpm/action-setup@v4
+      - uses: actions/setup-node@v4
+        with:
+          node-version: 24
+          cache: 'pnpm'
+      - name: Install pnpm dependencies
+        run: pnpm i
+      - name: Run ESLint
+        run: pnpm run eslint
+
+  # Frontend tests run in parallel with backend
+  frontend-tests:
+    runs-on: ubuntu-latest
+    steps:
+      - uses: actions/checkout@v4
+      - uses: pnpm/action-setup@v4
+      - uses: actions/setup-node@v4
+        with:
+          node-version: 24
+          cache: 'pnpm'
+      - name: Install pnpm dependencies
+        run: pnpm i
+      - name: Run frontend tests
+        run: pnpm run test:coverage
+
+  # Backend tests with parallelization
+  backend-tests:
+    runs-on: ubuntu-latest
+    strategy:
+      fail-fast: false
+      matrix:
+        ci_node_total: [16]
+        ci_node_index: [0, 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15]
+
     services:
       postgres:
-        image: postgres:15.3
+        image: pgvector/pgvector:pg16
         env:
           POSTGRES_USER: postgres
-          POSTGRES_PASSWORD: ""
+          POSTGRES_PASSWORD: ''
           POSTGRES_DB: postgres
           POSTGRES_HOST_AUTH_METHOD: trust
         ports:
           - 5432:5432
-        # needed because the postgres container does not provide a healthcheck
-        # tmpfs makes DB faster by using RAM
         options: >-
           --mount type=tmpfs,destination=/var/lib/postgresql/data
           --health-cmd pg_isready
@@ -35,52 +76,71 @@ jobs:
           --health-timeout 5s
           --health-retries 5
       redis:
-        image: redis
+        image: redis:alpine
         ports:
           - 6379:6379
         options: --entrypoint redis-server
 
     steps:
-    - uses: actions/checkout@v4
-    - uses: pnpm/action-setup@v4
-      with:
-        version: 9
-        ref: ${{ github.event.pull_request.head.ref }}
-        repository: ${{ github.event.pull_request.head.repo.full_name }}
+      - uses: actions/checkout@v4
+      - uses: pnpm/action-setup@v4
+        with:
+          ref: ${{ github.event.pull_request.head.ref }}
+          repository: ${{ github.event.pull_request.head.repo.full_name }}
 
-    - uses: ruby/setup-ruby@v1
-      with:
-        bundler-cache: true # runs 'bundle install' and caches installed gems automatically
+      - uses: ruby/setup-ruby@v1
+        with:
+          bundler-cache: true
 
-    - uses: actions/setup-node@v4
-      with:
-        node-version: 20
-        cache: 'pnpm'
+      - uses: actions/setup-node@v4
+        with:
+          node-version: 24
+          cache: 'pnpm'
 
-    - name: Install pnpm dependencies
-      run: pnpm i
+      - name: Install pnpm dependencies
+        run: pnpm i
 
-    - name: Strip enterprise code
-      run: |
-        rm -rf enterprise
-        rm -rf spec/enterprise
+      - name: Strip enterprise code
+        run: |
+          rm -rf enterprise
+          rm -rf spec/enterprise
 
-    - name: Create database
-      run: bundle exec rake db:create
+      - name: Create database
+        run: bundle exec rake db:create
 
-    - name: Seed database
-      run: bundle exec rake db:schema:load
+      - name: Seed database
+        run: bundle exec rake db:schema:load
 
-    # Run rails tests
-    - name: Run backend tests
-      run: |
-        bundle exec rspec --profile=10 --format documentation
-      env:
-        NODE_OPTIONS: --openssl-legacy-provider
+      - name: Run backend tests (parallelized)
+        run: |
+          # Get all spec files and split them using round-robin distribution
+          # This ensures slow tests are distributed evenly across all nodes
+          SPEC_FILES=($(find spec -name '*_spec.rb' | sort))
+          TESTS=""
 
-    - name: Upload rails log folder
-      uses: actions/upload-artifact@v4
-      if: always()
-      with:
-        name: rails-log-folder
-        path: log
+          for i in "${!SPEC_FILES[@]}"; do
+            # Assign spec to this node if: index % total == node_index
+            if [ $(( i % ${{ matrix.ci_node_total }} )) -eq ${{ matrix.ci_node_index }} ]; then
+              TESTS="$TESTS ${SPEC_FILES[$i]}"
+            fi
+          done
+
+          if [ -n "$TESTS" ]; then
+            bundle exec rspec --profile=10 --format progress --format json --out tmp/rspec_results.json $TESTS
+          fi
+        env:
+          NODE_OPTIONS: --openssl-legacy-provider
+
+      - name: Upload test results
+        uses: actions/upload-artifact@v4
+        if: always()
+        with:
+          name: rspec-results-${{ matrix.ci_node_index }}
+          path: tmp/rspec_results.json
+
+      - name: Upload rails log folder
+        uses: actions/upload-artifact@v4
+        if: failure()
+        with:
+          name: rails-log-folder-${{ matrix.ci_node_index }}
+          path: log

.github/workflows/run_mfa_spec.yml

@@ -0,0 +1,100 @@
+name: Run MFA Tests
+permissions:
+  contents: read
+
+on:
+  pull_request:
+
+# If two pushes happen within a short time in the same PR, cancel the run of the oldest push
+concurrency:
+  group: pr-${{ github.workflow }}-${{ github.head_ref }}
+  cancel-in-progress: true
+
+jobs:
+  test:
+    runs-on: ubuntu-22.04
+    # Only run if MFA test keys are available
+    if: github.event_name == 'workflow_dispatch' || (github.repository == 'chatwoot/chatwoot' && github.actor != 'dependabot[bot]')
+
+    services:
+      postgres:
+        image: pgvector/pgvector:pg15
+        env:
+          POSTGRES_USER: postgres
+          POSTGRES_PASSWORD: ''
+          POSTGRES_DB: postgres
+          POSTGRES_HOST_AUTH_METHOD: trust
+        ports:
+          - 5432:5432
+        options: >-
+          --mount type=tmpfs,destination=/var/lib/postgresql/data
+          --health-cmd pg_isready
+          --health-interval 10s
+          --health-timeout 5s
+          --health-retries 5
+      redis:
+        image: redis
+        ports:
+          - 6379:6379
+        options: --entrypoint redis-server
+
+    env:
+      RAILS_ENV: test
+      POSTGRES_HOST: localhost
+      # Active Record encryption keys required for MFA - test keys only, not for production use
+      ACTIVE_RECORD_ENCRYPTION_PRIMARY_KEY: 'test_key_a6cde8f7b9c2d3e4f5a6b7c8d9e0f1a2b3c4d5e6f7a8b9c0d1e2f3a4b5c6d7'
+      ACTIVE_RECORD_ENCRYPTION_DETERMINISTIC_KEY: 'test_key_b7def9a8c0d3e4f5a6b7c8d9e0f1a2b3c4d5e6f7a8b9c0d1e2f3a4b5c6d8'
+      ACTIVE_RECORD_ENCRYPTION_KEY_DERIVATION_SALT: 'test_salt_c8efa0b9d1e4f5a6b7c8d9e0f1a2b3c4d5e6f7a8b9c0d1e2f3a4b5c6d9'
+
+    steps:
+      - uses: actions/checkout@v4
+
+      - uses: ruby/setup-ruby@v1
+        with:
+          bundler-cache: true
+
+      - name: Create database
+        run: bundle exec rake db:create
+
+      - name: Install pgvector extension
+        run: |
+          PGPASSWORD="" psql -h localhost -U postgres -d chatwoot_test -c "CREATE EXTENSION IF NOT EXISTS vector;"
+
+      - name: Seed database
+        run: bundle exec rake db:schema:load
+
+      - name: Run MFA-related backend tests
+        run: |
+          bundle exec rspec \
+            spec/services/mfa/token_service_spec.rb \
+            spec/services/mfa/authentication_service_spec.rb \
+            spec/requests/api/v1/profile/mfa_controller_spec.rb \
+            spec/controllers/devise_overrides/sessions_controller_spec.rb \
+            spec/models/application_record_external_credentials_encryption_spec.rb \
+            --profile=10 \
+            --format documentation
+        env:
+          NODE_OPTIONS: --openssl-legacy-provider
+
+      - name: Run MFA-related tests in user_spec
+        run: |
+          # Run specific MFA-related tests from user_spec
+          bundle exec rspec spec/models/user_spec.rb \
+            -e "two factor" \
+            -e "2FA" \
+            -e "MFA" \
+            -e "otp" \
+            -e "backup code" \
+            --profile=10 \
+            --format documentation
+        env:
+          NODE_OPTIONS: --openssl-legacy-provider
+
+      - name: Upload test logs
+        uses: actions/upload-artifact@v4
+        if: failure()
+        with:
+          name: mfa-test-logs
+          path: |
+            log/test.log
+            tmp/screenshots/

.github/workflows/run_response_bot_spec.yml

@@ -1,89 +0,0 @@
-# #
-# # This workflow will run specs related to response bot
-# # This can only be activated in installations Where vector extension is available.
-# #
-
-name: Run Response Bot spec
-on:
-  push:
-    branches:
-      - develop
-      - master
-  pull_request:
-  workflow_dispatch:
-
-jobs:
-  test:
-    runs-on: ubuntu-20.04
-    services:
-      postgres:
-        image: ankane/pgvector
-        env:
-          POSTGRES_USER: postgres
-          POSTGRES_PASSWORD: ""
-          POSTGRES_DB: postgres
-          POSTGRES_HOST_AUTH_METHOD: trust
-        ports:
-          - 5432:5432
-        # needed because the postgres container does not provide a healthcheck
-        # tmpfs makes DB faster by using RAM
-        options: >-
-          --mount type=tmpfs,destination=/var/lib/postgresql/data
-          --health-cmd pg_isready
-          --health-interval 10s
-          --health-timeout 5s
-          --health-retries 5
-      redis:
-        image: redis
-        ports:
-          - 6379:6379
-        options: --entrypoint redis-server
-
-    steps:
-    - uses: actions/checkout@v4
-      with:
-        ref: ${{ github.event.pull_request.head.ref }}
-        repository: ${{ github.event.pull_request.head.repo.full_name }}
-
-    - uses: ruby/setup-ruby@v1
-      with:
-        bundler-cache: true # runs 'bundle install' and caches installed gems automatically
-
-    - uses: pnpm/action-setup@v2
-      with:
-        version: 9.3.0
-
-    - uses: actions/setup-node@v4
-      with:
-        node-version: 20
-        cache: pnpm
-
-    - name: pnpm
-      run: pnpm install
-
-    - name: Create database
-      run: bundle exec rake db:create
-
-    - name: Seed database
-      run: bundle exec rake db:schema:load
-
-    - name: Enable ResponseBotService in installation
-      run: RAILS_ENV=test bundle exec rails runner "Features::ResponseBotService.new.enable_in_installation"
-
-    # Run  Response Bot specs
-    - name: Run backend tests
-      run: |
-        bundle exec rspec \
-          spec/enterprise/controllers/api/v1/accounts/response_sources_controller_spec.rb \
-          spec/enterprise/services/enterprise/message_templates/response_bot_service_spec.rb \
-          spec/enterprise/controllers/enterprise/api/v1/accounts/inboxes_controller_spec.rb:47 \
-          spec/enterprise/jobs/enterprise/account/conversations_resolution_scheduler_job_spec.rb \
-          --profile=10 \
-          --format documentation
-
-    - name: Upload rails log folder
-      uses: actions/upload-artifact@v4
-      if: always()
-      with:
-        name: rails-log-folder
-        path: log

.github/workflows/size-limit.yml

@@ -5,9 +5,17 @@ on:
     branches:
       - develop
 
+# If two pushes happen within a short time in the same PR, cancel the run of the oldest push
+concurrency:
+  group: pr-${{ github.workflow }}-${{ github.head_ref }}
+  cancel-in-progress: true
+
+permissions:
+  contents: read
+
 jobs:
   test:
-    runs-on: ubuntu-20.04
+    runs-on: ubuntu-22.04
 
     steps:
       - uses: actions/checkout@v4
@@ -19,13 +27,11 @@ jobs:
         with:
           bundler-cache: true # runs 'bundle install' and caches installed gems automatically
 
-      - uses: pnpm/action-setup@v2
-        with:
-          version: 9.3.0
+      - uses: pnpm/action-setup@v4
 
       - uses: actions/setup-node@v4
         with:
-          node-version: 20
+          node-version: 24
           cache: 'pnpm'
 
       - name: pnpm
@@ -39,7 +45,7 @@ jobs:
       - name: setup env
         run: |
           cp .env.example .env
- 
+
       - name: Run asset compile
         run: bundle exec rake assets:precompile
         env:
@@ -47,5 +53,3 @@ jobs:
 
       - name: Size Check
         run: pnpm run size
-
-

.github/workflows/test_docker_build.yml

@@ -0,0 +1,43 @@
+name: Test Docker Build
+
+on:
+  pull_request:
+    branches:
+      - develop
+      - master
+  workflow_dispatch:
+
+permissions:
+  contents: read
+
+jobs:
+  test-build:
+    strategy:
+      fail-fast: false
+      matrix:
+        include:
+          - platform: linux/amd64
+            runner: ubuntu-latest
+          - platform: linux/arm64
+            runner: ubuntu-22.04-arm
+    runs-on: ${{ matrix.runner }}
+    steps:
+      - name: Checkout
+        uses: actions/checkout@v4
+
+      - name: Set up QEMU
+        uses: docker/setup-qemu-action@v3
+
+      - name: Set up Docker Buildx
+        uses: docker/setup-buildx-action@v3
+
+      - name: Build Docker image
+        uses: docker/build-push-action@v6
+        with:
+          context: .
+          file: docker/Dockerfile
+          platforms: ${{ matrix.platform }}
+          push: false
+          load: false
+          cache-from: type=gha,scope=${{ matrix.platform }}
+          cache-to: type=gha,mode=max,scope=${{ matrix.platform }}

.gitignore

@@ -71,8 +71,6 @@ test/cypress/videos/*
 /config/master.key
 /config/*.enc
 
-#ignore files under .vscode directory
-.vscode
 
 # yalc for local testing
 .yalc
@@ -90,3 +88,19 @@ yarn-debug.log*
 # Vite uses dotenv and suggests to ignore local-only env files. See
 # https://vitejs.dev/guide/env-and-mode.html#env-files
 *.local
+
+
+# TextEditors & AI Agents config files
+.vscode
+.claude/settings.local.json
+.cursor
+.codex/
+.claude/
+CLAUDE.local.md
+
+# Histoire deployment
+.netlify
+.histoire
+.pnpm-store/*
+local/
+Procfile.worktree

.husky/pre-commit

@@ -1,11 +1,11 @@
-# #!/bin/sh
-# . "$(dirname "$0")/_/husky.sh"
+#!/bin/sh
+. "$(dirname "$0")/_/husky.sh"
 
-# # lint js and vue files
-# npx --no-install lint-staged
+# lint js and vue files
+npx --no-install lint-staged
 
-# # lint only staged ruby files
-# git diff --name-only --cached | xargs ls -1 2>/dev/null | grep '\.rb$' | xargs bundle exec rubocop --force-exclusion -a
+# lint only staged ruby files that still exist (not deleted)
+git diff --name-only --cached | xargs -I {} sh -c 'test -f "{}" && echo "{}"' | grep '\.rb$' | xargs -I {} bundle exec rubocop --force-exclusion -a "{}" || true
 
-# # stage rubocop changes to files
-# git diff --name-only --cached | xargs git add
+# stage rubocop changes to files
+git diff --name-only --cached | xargs -I {} sh -c 'test -f "{}" && git add "{}"' || true

.nvmrc

@@ -1 +1 @@
-20.5.1
+24.13.0

.qlty/.gitignore

@@ -0,0 +1,7 @@
+*
+!configs
+!configs/**
+!hooks
+!hooks/**
+!qlty.toml
+!.gitignore

.qlty/configs/.hadolint.yaml

@@ -0,0 +1,2 @@
+ignored:
+  - DL3008

.qlty/configs/.shellcheckrc

@@ -0,0 +1 @@
+source-path=SCRIPTDIR

.qlty/configs/.yamllint.yaml

@@ -0,0 +1,8 @@
+rules:
+  document-start: disable
+  quoted-strings:
+    required: only-when-needed
+    extra-allowed: ["{|}"]
+  key-duplicates: {}
+  octal-values:
+    forbid-implicit-octal: true

.qlty/qlty.toml

@@ -0,0 +1,84 @@
+# This file was automatically generated by `qlty init`.
+# You can modify it to suit your needs.
+# We recommend you to commit this file to your repository.
+#
+# This configuration is used by both Qlty CLI and Qlty Cloud.
+#
+#     Qlty CLI -- Code quality toolkit for developers
+#     Qlty Cloud -- Fully automated Code Health Platform
+#
+# Try Qlty Cloud: https://qlty.sh
+#
+# For a guide to configuration, visit https://qlty.sh/d/config
+# Or for a full reference, visit https://qlty.sh/d/qlty-toml
+config_version = "0"
+
+exclude_patterns = [
+  "*_min.*",
+  "*-min.*",
+  "*.min.*",
+  "**/.yarn/**",
+  "**/*.d.ts",
+  "**/assets/**",
+  "**/bower_components/**",
+  "**/build/**",
+  "**/cache/**",
+  "**/config/**",
+  "**/db/**",
+  "**/deps/**",
+  "**/dist/**",
+  "**/extern/**",
+  "**/external/**",
+  "**/generated/**",
+  "**/Godeps/**",
+  "**/gradlew/**",
+  "**/mvnw/**",
+  "**/node_modules/**",
+  "**/protos/**",
+  "**/seed/**",
+  "**/target/**",
+  "**/templates/**",
+  "**/testdata/**",
+  "**/vendor/**", "spec/", "**/specs/**/**", "**/spec/**/**", "db/*", "bin/**/*", "db/**/*", "config/**/*", "public/**/*", "vendor/**/*", "node_modules/**/*", "lib/tasks/auto_annotate_models.rake", "app/test-matchers.js", "docs/*", "**/*.md", "**/*.yml", "app/javascript/dashboard/i18n/locale", "**/*.stories.js", "stories/", "app/javascript/dashboard/components/widgets/conversation/advancedFilterItems/index.js", "app/javascript/shared/constants/countries.js", "app/javascript/dashboard/components/widgets/conversation/advancedFilterItems/languages.js", "app/javascript/dashboard/routes/dashboard/contacts/contactFilterItems/index.js", "app/javascript/dashboard/routes/dashboard/settings/automation/constants.js", "app/javascript/dashboard/components/widgets/FilterInput/FilterOperatorTypes.js", "app/javascript/dashboard/routes/dashboard/settings/reports/constants.js", "app/javascript/dashboard/store/storeFactory.js", "app/javascript/dashboard/i18n/index.js", "app/javascript/widget/i18n/index.js", "app/javascript/survey/i18n/index.js", "app/javascript/shared/constants/locales.js", "app/javascript/dashboard/helper/specs/macrosFixtures.js", "app/javascript/dashboard/routes/dashboard/settings/macros/constants.js", "**/fixtures/**", "**/*/fixtures.js",
+]
+
+test_patterns = [
+  "**/test/**",
+  "**/spec/**",
+  "**/*.test.*",
+  "**/*.spec.*",
+  "**/*_test.*",
+  "**/*_spec.*",
+  "**/test_*.*",
+  "**/spec_*.*",
+]
+
+[smells]
+mode = "comment"
+
+[smells.boolean_logic]
+threshold = 4
+
+[smells.file_complexity]
+threshold = 66
+enabled = true
+
+[smells.return_statements]
+threshold = 4
+
+[smells.nested_control_flow]
+threshold = 4
+
+[smells.function_parameters]
+threshold = 4
+
+[smells.function_complexity]
+threshold = 5
+
+[smells.duplication]
+enabled = true
+threshold = 20
+
+[[source]]
+name = "default"
+default = true

.rubocop.yml

@@ -1,9 +1,14 @@
-require:
+plugins:
   - rubocop-performance
   - rubocop-rails
   - rubocop-rspec
+  - rubocop-factory_bot
+
+require:
   - ./rubocop/use_from_email.rb
   - ./rubocop/custom_cop_location.rb
+  - ./rubocop/attachment_download.rb
+  - ./rubocop/one_class_per_file.rb
 
 Layout/LineLength:
   Max: 150
@@ -13,44 +18,67 @@ Metrics/ClassLength:
   Exclude:
     - 'app/models/message.rb'
     - 'app/models/conversation.rb'
+
 Metrics/MethodLength:
   Max: 19
+  Exclude:
+    - 'enterprise/lib/captain/agent.rb'
+
 RSpec/ExampleLength:
-  Max: 25
+  Max: 50
+
 Style/Documentation:
   Enabled: false
+
 Style/ExponentialNotation:
   Enabled: false
+
 Style/FrozenStringLiteralComment:
   Enabled: false
+
 Style/SymbolArray:
   Enabled: false
+
 Style/OpenStructUse:
   Enabled: false
+
+Chatwoot/AttachmentDownload:
+  Enabled: true
+  Exclude:
+    - 'spec/**/*'
+    - 'test/**/*'
+
 Style/OptionalBooleanParameter:
   Exclude:
     - 'app/services/email_templates/db_resolver_service.rb'
     - 'app/dispatchers/dispatcher.rb'
+
 Style/GlobalVars:
   Exclude:
     - 'config/initializers/01_redis.rb'
     - 'config/initializers/rack_attack.rb'
     - 'lib/redis/alfred.rb'
     - 'lib/global_config.rb'
+
 Style/ClassVars:
   Exclude:
     - 'app/services/email_templates/db_resolver_service.rb'
+
 Lint/MissingSuper:
   Exclude:
     - 'app/drops/base_drop.rb'
+
 Lint/SymbolConversion:
   Enabled: false
+
 Lint/EmptyBlock:
   Exclude:
     - 'app/views/api/v1/accounts/conversations/toggle_status.json.jbuilder'
+
 Lint/OrAssignmentToConstant:
   Exclude:
     - 'lib/redis/config.rb'
+
 Metrics/BlockLength:
   Max: 30
   Exclude:
@@ -58,10 +86,16 @@ Metrics/BlockLength:
     - '**/routes.rb'
     - 'config/environments/*'
     - db/schema.rb
+
 Metrics/ModuleLength:
   Exclude:
     - lib/seeders/message_seeder.rb
     - spec/support/slack_stubs.rb
+
+Rails/HelperInstanceVariable:
+  Exclude:
+    - enterprise/app/helpers/captain/chat_helper.rb
+    - enterprise/app/helpers/captain/chat_response_helper.rb
 Rails/ApplicationController:
   Exclude:
     - 'app/controllers/api/v1/widget/messages_controller.rb'
@@ -71,74 +105,101 @@ Rails/ApplicationController:
     - 'app/controllers/platform_controller.rb'
     - 'app/controllers/public_controller.rb'
     - 'app/controllers/survey/responses_controller.rb'
+
 Rails/FindEach:
   Enabled: true
   Include:
     - 'app/**/*.rb'
+
 Rails/CompactBlank:
   Enabled: false
+
 Rails/EnvironmentVariableAccess:
   Enabled: false
+
 Rails/TimeZoneAssignment:
   Enabled: false
+
 Rails/RedundantPresenceValidationOnBelongsTo:
   Enabled: false
+
+Rails/InverseOf:
+  Exclude:
+    - enterprise/app/models/captain/assistant.rb
+
+Rails/UniqueValidationWithoutIndex:
+  Exclude:
+    - app/models/canned_response.rb
+    - app/models/telegram_bot.rb
+    - enterprise/app/models/captain_inbox.rb
+    - 'app/models/channel/twitter_profile.rb'
+    - 'app/models/webhook.rb'
+    - 'app/models/contact.rb'
+
 Style/ClassAndModuleChildren:
   EnforcedStyle: compact
   Exclude:
     - 'config/application.rb'
     - 'config/initializers/monkey_patches/*'
+
 Style/MapToHash:
   Enabled: false
+
 Style/HashSyntax:
   Enabled: true
   EnforcedStyle: no_mixed_keys
   EnforcedShorthandSyntax: never
+
 RSpec/NestedGroups:
   Enabled: true
   Max: 4
+
 RSpec/MessageSpies:
   Enabled: false
+
 RSpec/StubbedMock:
   Enabled: false
-RSpec/FactoryBot/SyntaxMethods:
-  Enabled: false
+
 Naming/VariableNumber:
   Enabled: false
+
 Naming/MemoizedInstanceVariableName:
   Exclude:
     - 'app/models/message.rb'
+
 Style/GuardClause:
   Exclude:
     - 'app/builders/account_builder.rb'
     - 'app/models/attachment.rb'
     - 'app/models/message.rb'
+
 Metrics/AbcSize:
   Max: 26
   Exclude:
     - 'app/controllers/concerns/auth_helper.rb'
-Rails/UniqueValidationWithoutIndex:
-  Exclude:
-    - 'app/models/channel/twitter_profile.rb'
-    - 'app/models/webhook.rb'
-    - 'app/models/contact.rb'
+
     - 'app/models/integrations/hook.rb'
     - 'app/models/canned_response.rb'
     - 'app/models/telegram_bot.rb'
+
 Rails/RenderInline:
   Exclude:
     - 'app/controllers/swagger_controller.rb'
+
 Rails/ThreeStateBooleanColumn:
   Exclude:
     - 'db/migrate/20230503101201_create_sla_policies.rb'
+
 RSpec/IndexedLet:
   Enabled: false
+
 RSpec/NamedSubject:
   Enabled: false
 
 # we should bring this down
 RSpec/MultipleExpectations:
   Max: 7
+
 RSpec/MultipleMemoizedHelpers:
   Max: 14
 
@@ -152,6 +213,9 @@ UseFromEmail:
 CustomCopLocation:
   Enabled: true
 
+Style/OneClassPerFile:
+  Enabled: true
+
 AllCops:
   NewCops: enable
   Exclude:
@@ -166,3 +230,121 @@ AllCops:
     - 'tmp/**/*'
     - 'storage/**/*'
     - 'db/migrate/20230426130150_init_schema.rb'
+
+FactoryBot/SyntaxMethods:
+  Enabled: false
+
+# Disable new rules causing errors
+Layout/LeadingCommentSpace:
+  Enabled: false
+
+Style/ReturnNilInPredicateMethodDefinition:
+  Enabled: false
+
+Style/RedundantParentheses:
+  Enabled: false
+
+Performance/StringIdentifierArgument:
+  Enabled: false
+
+Layout/EmptyLinesAroundExceptionHandlingKeywords:
+  Enabled: false
+
+Lint/LiteralAsCondition:
+  Enabled: false
+
+Style/RedundantReturn:
+  Enabled: false
+
+Layout/SpaceAroundOperators:
+  Enabled: false
+
+Rails/EnvLocal:
+  Enabled: false
+
+Rails/WhereRange:
+  Enabled: false
+
+Lint/UselessConstantScoping:
+  Enabled: false
+
+Style/MultipleComparison:
+  Enabled: false
+
+Bundler/OrderedGems:
+  Enabled: false
+
+RSpec/ExampleWording:
+  Enabled: false
+
+RSpec/ReceiveMessages:
+  Enabled: false
+
+FactoryBot/AssociationStyle:
+  Enabled: false
+
+Rails/EnumSyntax:
+  Enabled: false
+
+Lint/RedundantTypeConversion:
+  Enabled: false
+
+# Additional rules to disable
+Rails/RedundantActiveRecordAllMethod:
+  Enabled: false
+
+Layout/TrailingEmptyLines:
+  Enabled: true
+
+Style/SafeNavigationChainLength:
+  Enabled: false
+
+Lint/SafeNavigationConsistency:
+  Enabled: false
+
+Lint/CopDirectiveSyntax:
+  Enabled: false
+
+# Final set of rules to disable
+FactoryBot/ExcessiveCreateList:
+  Enabled: false
+
+RSpec/MissingExpectationTargetMethod:
+  Enabled: false
+
+Performance/InefficientHashSearch:
+  Enabled: false
+
+Style/RedundantSelfAssignmentBranch:
+  Enabled: false
+
+Style/YAMLFileRead:
+  Enabled: false
+
+Layout/ExtraSpacing:
+  Enabled: false
+
+Style/RedundantFilterChain:
+  Enabled: false
+
+Performance/MapMethodChain:
+  Enabled: false
+
+Rails/RootPathnameMethods:
+  Enabled: false
+
+Style/SuperArguments:
+  Enabled: false
+
+# Final remaining rules to disable
+Rails/Delegate:
+  Enabled: false
+
+Style/CaseLikeIf:
+  Enabled: false
+
+FactoryBot/RedundantFactoryOption:
+  Enabled: false
+
+FactoryBot/FactoryAssociationWithStrategy:
+  Enabled: false

.ruby-version

@@ -1 +1 @@
-3.3.3
+3.4.4

.scss-lint.yml

@@ -283,3 +283,4 @@ exclude:
   - 'app/javascript/widget/assets/scss/sdk.css'
   - 'app/assets/stylesheets/administrate/reset/_normalize.scss'
   - 'app/javascript/shared/assets/stylesheets/*.scss'
+  - 'app/javascript/dashboard/assets/scss/_woot.scss'

.windsurf/rules/chatwoot.md

@@ -0,0 +1 @@
+../../AGENTS.md

AGENTS.md

@@ -0,0 +1,118 @@
+# Chatwoot Development Guidelines
+
+## Build / Test / Lint
+
+- **Setup**: `bundle install && pnpm install`
+- **Run Dev**: `pnpm dev` or `overmind start -f ./Procfile.dev`
+- **Seed Local Test Data**: `bundle exec rails db:seed` (quickly populates minimal data for standard feature verification)
+- **Seed Search Test Data**: `bundle exec rails search:setup_test_data` (bulk fixture generation for search/performance/manual load scenarios)
+- **Seed Account Sample Data (richer test data)**: `Seeders::AccountSeeder` is available as an internal utility and is exposed through Super Admin `Accounts#seed`, but can be used directly in dev workflows too:
+  - UI path: Super Admin → Accounts → Seed (enqueues `Internal::SeedAccountJob`).
+  - CLI path: `bundle exec rails runner "Internal::SeedAccountJob.perform_now(Account.find(<id>))"` (or call `Seeders::AccountSeeder.new(account: Account.find(<id>)).perform!` directly).
+- **Lint JS/Vue**: `pnpm eslint` / `pnpm eslint:fix`
+- **Lint Ruby**: `bundle exec rubocop -a`
+- **Test JS**: `pnpm test` or `pnpm test:watch`
+- **Test Ruby**: `bundle exec rspec spec/path/to/file_spec.rb`
+- **Single Test**: `bundle exec rspec spec/path/to/file_spec.rb:LINE_NUMBER`
+- **Run Project**: `overmind start -f Procfile.dev`
+- **Ruby Version**: Manage Ruby via `rbenv` and install the version listed in `.ruby-version` (e.g., `rbenv install $(cat .ruby-version)`)
+- **rbenv setup**: Before running any `bundle` or `rspec` commands, init rbenv in your shell (`eval "$(rbenv init -)"`) so the correct Ruby/Bundler versions are used
+- Always prefer `bundle exec` for Ruby CLI tasks (rspec, rake, rubocop, etc.)
+
+## Code Style
+
+- **Ruby**: Follow RuboCop rules (150 character max line length)
+- **Vue/JS**: Use ESLint (Airbnb base + Vue 3 recommended)
+- **Vue Components**: Use PascalCase
+- **Events**: Use camelCase
+- **I18n**: No bare strings in templates; use i18n
+- **Error Handling**: Use custom exceptions (`lib/custom_exceptions/`)
+- **Models**: Validate presence/uniqueness, add proper indexes
+- **Type Safety**: Use PropTypes in Vue, strong params in Rails
+- **Naming**: Use clear, descriptive names with consistent casing
+- **Vue API**: Always use Composition API with `<script setup>` at the top
+
+## Styling
+
+- **Tailwind Only**:  
+  - Do not write custom CSS  
+  - Do not use scoped CSS  
+  - Do not use inline styles  
+  - Always use Tailwind utility classes  
+- **Colors**: Refer to `tailwind.config.js` for color definitions
+
+## General Guidelines
+
+- Prefer the smallest production-ready change that solves the current problem.
+- Build for the expected production path first. Do not add speculative guards, fallbacks, retries, or edge-case handling unless the caller can actually hit that case or production has proven it necessary.
+- When an impossible or misconfigured state would indicate a setup/deployment bug, let it fail loudly instead of silently skipping behavior.
+- For locked/internal configs that must exist in production, prefer direct reads (`find`, `find_by!`, required hash keys) over silent fallbacks.
+- Do not add validation or response checks unless the code uses the result or the check changes behavior meaningfully.
+- Prefer existing repo dependencies/client libraries over hand-rolled protocol code for auth, signing, parsing, or API plumbing.
+- Avoid one-use private helpers unless they hide real complexity or make the main flow meaningfully easier to read.
+- Prefer minimal, readable code over elaborate abstractions; clarity beats cleverness
+- Break down complex tasks into small, testable units
+- Iterate after confirmation
+- Avoid writing specs unless explicitly asked
+- In specs, avoid custom helper methods for setup/data. Prefer `let` values and direct per-example setup; only add a helper when it removes meaningful repeated complexity.
+- Remove dead/unreachable/unused code
+- Don’t write multiple versions or backups for the same logic — pick the best approach and implement it
+- Prefer `with_modified_env` (from spec helpers) over stubbing `ENV` directly in specs
+- Specs in parallel/reloading environments: prefer comparing `error.class.name` over constant class equality when asserting raised errors
+
+## Codex Worktree Workflow
+
+- Use a separate git worktree + branch per task to keep changes isolated.
+- Keep Codex-specific local setup under `.codex/` and use `Procfile.worktree` for worktree process orchestration.
+- The setup workflow in `.codex/environments/environment.toml` should dynamically generate per-worktree DB/port values (Rails, Vite, Redis DB index) to avoid collisions.
+- Start each worktree with its own Overmind socket/title so multiple instances can run at the same time.
+
+## Commit Messages
+
+- Prefer Conventional Commits: `type(scope): subject` (scope optional)
+- Example: `feat(auth): add user authentication`
+- Don't reference Claude in commit messages
+
+## PR Description Format
+
+- Start with a short, user-facing paragraph describing the product change.
+- Add a `Closes` section with relevant issue links (GitHub, Linear, etc.).
+- For feature PRs, add `How to test` from a product/UX standpoint.
+- For bugfix PRs, use `How to reproduce` when helpful.
+- Optionally add a `What changed` section for implementation highlights.
+- Do not add a `How this was tested` section listing specs/commands.
+
+## Project-Specific
+
+- **Translations**:
+  - Only update `en.yml` and `en.json`
+  - Other languages are handled by the community
+  - Backend i18n → `en.yml`, Frontend i18n → `en.json`
+- **Frontend**:
+  - Use `components-next/` for message bubbles (the rest is being deprecated)
+
+## Ruby Best Practices
+
+- Use compact `module/class` definitions; avoid nested styles
+
+## Enterprise Edition Notes
+
+- Chatwoot has an Enterprise overlay under `enterprise/` that extends/overrides OSS code.
+- When you add or modify core functionality, always check for corresponding files in `enterprise/` and keep behavior compatible.
+- Follow the Enterprise development practices documented here:
+  - https://chatwoot.help/hc/handbook/articles/developing-enterprise-edition-features-38
+
+Practical checklist for any change impacting core logic or public APIs
+- Search for related files in both trees before editing (e.g., `rg -n "FooService|ControllerName|ModelName" app enterprise`).
+- If adding new endpoints, services, or models, consider whether Enterprise needs:
+  - An override (e.g., `enterprise/app/...`), or
+  - An extension point (e.g., `prepend_mod_with`, hooks, configuration) to avoid hard forks.
+- Avoid hardcoding instance- or plan-specific behavior in OSS; prefer configuration, feature flags, or extension points consumed by Enterprise.
+- Keep request/response contracts stable across OSS and Enterprise; update both sets of routes/controllers when introducing new APIs.
+- When renaming/moving shared code, mirror the change in `enterprise/` to prevent drift.
+- Tests: Add Enterprise-specific specs under `spec/enterprise`, mirroring OSS spec layout where applicable.
+- When modifying existing OSS features for Enterprise-only behavior, add an Enterprise module (via `prepend_mod_with`/`include_mod_with`) instead of editing OSS files directly—especially for policies, controllers, and services. For Enterprise-exclusive features, place code directly under `enterprise/`.
+
+## Branding / White-labeling note
+
+- For user-facing strings that currently contain "Chatwoot" but should adapt to branded/self-hosted installs, prefer applying `replaceInstallationName` from `shared/composables/useBranding` in the UI layer (for example tooltip and suggestion labels) instead of adding hardcoded brand-specific copy.

CLAUDE.md

@@ -0,0 +1 @@
+AGENTS.md

Gemfile

@@ -1,10 +1,10 @@
 source 'https://rubygems.org'
 
-ruby '3.3.3'
+ruby '3.4.4'
 
 ##-- base gems for rails --##
 gem 'rack-cors', '2.0.0', require: 'rack/cors'
-gem 'rails', '~> 7.0.8.4'
+gem 'rails', '~> 7.1'
 # Reduces boot times through caching; required in config/boot.rb
 gem 'bootsnap', require: false
 
@@ -21,6 +21,8 @@ gem 'telephone_number'
 gem 'time_diff'
 gem 'tzinfo-data'
 gem 'valid_email2'
+gem 'email-provider-info'
+gem 'gemoji'
 # compress javascript config.assets.js_compressor
 gem 'uglifier'
 ##-- used for single column multiple binary flags in notification settings/feature flagging --##
@@ -33,10 +35,14 @@ gem 'liquid'
 gem 'commonmarker'
 # Validate Data against JSON Schema
 gem 'json_schemer'
+# used in swagger build
+gem 'json_refs'
 # Rack middleware for blocking & throttling abusive requests
 gem 'rack-attack', '>= 6.7.0'
 # a utility tool for streaming, flexible and safe downloading of remote files
 gem 'down'
+# SSRF-safe URL fetching
+gem 'ssrf_filter', '~> 1.5'
 # authentication type to fetch and send mail over oauth2.0
 gem 'gmail_xoauth'
 # Lock net-smtp to 0.3.4 to avoid issues with gmail_xoauth2
@@ -49,9 +55,12 @@ gem 'aws-sdk-s3', require: false
 # original gem isn't maintained actively
 # we wanted updated version of faraday which is a dependency for slack-ruby-client
 gem 'azure-storage-blob', git: 'https://github.com/chatwoot/azure-storage-ruby', branch: 'chatwoot', require: false
-gem 'google-cloud-storage', require: false
+gem 'google-cloud-storage', '>= 1.48.0', require: false
 gem 'image_processing'
 
+##-- for actionmailbox --##
+gem 'aws-actionmailbox-ses', '~> 0'
+
 ##-- gems for database --#
 gem 'groupdate'
 gem 'pg'
@@ -60,10 +69,14 @@ gem 'redis-namespace'
 # super fast record imports in bulk
 gem 'activerecord-import'
 
+gem 'searchkick'
+gem 'opensearch-ruby'
+gem 'faraday_middleware-aws-sigv4'
+
 ##--- gems for server & infra configuration ---##
 gem 'dotenv-rails', '>= 3.0.0'
 gem 'foreman'
-gem 'puma'
+gem 'puma', '~> 7.2', '>= 7.2.1'
 gem 'vite_rails'
 # metrics on heroku
 gem 'barnes'
@@ -72,9 +85,13 @@ gem 'barnes'
 gem 'devise', '>= 4.9.4'
 gem 'devise-secure_password', git: 'https://github.com/chatwoot/devise-secure_password', branch: 'chatwoot'
 gem 'devise_token_auth', '>= 1.2.3'
+gem 'rails-i18n', '~> 7.0'
+# two-factor authentication
+gem 'devise-two-factor', '>= 5.0.0'
 # authorization
-gem 'jwt'
+gem 'jwt', '~> 2.10', '>= 2.10.3'
 gem 'pundit'
+
 # super admin
 gem 'administrate', '>= 0.20.1'
 gem 'administrate-field-active_storage', '>= 1.0.3'
@@ -87,14 +104,14 @@ gem 'wisper', '2.0.0'
 ##--- gems for channels ---##
 gem 'facebook-messenger'
 gem 'line-bot-api'
-gem 'twilio-ruby', '~> 5.66'
+gem 'twilio-ruby'
 # twitty will handle subscription of twitter account events
 # gem 'twitty', git: 'https://github.com/chatwoot/twitty'
 gem 'twitty', '~> 0.1.5'
 # facebook client
 gem 'koala'
 # slack client
-gem 'slack-ruby-client', '~> 2.2.0'
+gem 'slack-ruby-client', '~> 2.7.0'
 # for dialogflow integrations
 gem 'google-cloud-dialogflow-v2', '>= 0.24.0'
 gem 'grpc'
@@ -106,7 +123,7 @@ gem 'google-cloud-translate-v3', '>= 0.7.0'
 ##-- apm and error monitoring ---#
 # loaded only when environment variables are set.
 # ref application.rb
-gem 'ddtrace', require: false
+gem 'datadog', '~> 2.0', require: false
 gem 'elastic-apm', require: false
 gem 'newrelic_rpm', require: false
 gem 'newrelic-sidekiq-metrics', '>= 1.6.2', require: false
@@ -116,9 +133,11 @@ gem 'sentry-ruby', require: false
 gem 'sentry-sidekiq', '>= 5.19.0', require: false
 
 ##-- background job processing --##
-gem 'sidekiq', '>= 7.3.1'
+gem 'sidekiq', '~> 7.3', '>= 7.3.1'
 # We want cron jobs
-gem 'sidekiq-cron', '>= 1.12.0'
+gem 'sidekiq-cron', '>= 2.4.0'
+# for sidekiq healthcheck
+gem 'sidekiq_alive'
 
 ##-- Push notification service --##
 gem 'fcm'
@@ -138,9 +157,7 @@ gem 'procore-sift'
 # parse email
 gem 'email_reply_trimmer'
 
-# TODO: we might have to fork this gem since 0.3.1 has hard depency on nokogir 1.10.
-# and this gem hasn't been updated for a while.
-gem 'html2text', git: 'https://github.com/chatwoot/html2text_ruby', branch: 'chatwoot'
+gem 'html2text'
 
 # to calculate working hours
 gem 'working_hours'
@@ -149,7 +166,7 @@ gem 'working_hours'
 gem 'pg_search'
 
 # Subscriptions, Billing
-gem 'stripe'
+gem 'stripe', '~> 18.0'
 
 ## - helper gems --##
 ## to populate db with sample data
@@ -165,6 +182,7 @@ gem 'audited', '~> 5.4', '>= 5.4.1'
 
 # need for google auth
 gem 'omniauth', '>= 2.1.2'
+gem 'omniauth-saml'
 gem 'omniauth-google-oauth2', '>= 1.1.3'
 gem 'omniauth-rails_csrf_protection', '~> 1.0', '>= 1.0.2'
 
@@ -175,24 +193,42 @@ gem 'pgvector'
 # Convert Website HTML to Markdown
 gem 'reverse_markdown'
 
+gem 'iso-639'
+gem 'ruby-openai'
+gem 'ai-agents', '>= 0.12.0'
+
+# TODO: Move this gem as a dependency of ai-agents
+gem 'ruby_llm', '>= 1.14.1'
+gem 'ruby_llm-schema'
+
+gem 'cld3', '~> 3.7'
+
+# OpenTelemetry for LLM observability
+gem 'opentelemetry-sdk'
+gem 'opentelemetry-exporter-otlp'
+
+gem 'shopify_api'
+
+gem 'firecrawl-sdk', '~> 1.0', require: 'firecrawl'
+
 ### Gems required only in specific deployment environments ###
 ##############################################################
 
 group :production do
   # we dont want request timing out in development while using byebug
   gem 'rack-timeout'
+  # for heroku autoscaling
+  gem 'judoscale-rails', require: false
+  gem 'judoscale-sidekiq', require: false
 end
 
 group :development do
-  gem 'annotate'
+  gem 'annotaterb'
   gem 'bullet'
   gem 'letter_opener'
   gem 'scss_lint', require: false
   gem 'web-console', '>= 4.2.1'
 
-  # used in swagger build
-  gem 'json_refs'
-
   # When we want to squash migrations
   gem 'squasher'
 
@@ -201,6 +237,8 @@ group :development do
   gem 'stackprof'
   # Should install the associated chrome extension to view query logs
   gem 'meta_request', '>= 0.8.3'
+
+  gem 'tidewave'
 end
 
 group :test do
@@ -210,6 +248,7 @@ group :test do
   gem 'webmock'
   # test profiling
   gem 'test-prof'
+  gem 'simplecov_json_formatter', require: false
 end
 
 group :development, :test do
@@ -231,9 +270,11 @@ group :development, :test do
   gem 'rubocop-performance', require: false
   gem 'rubocop-rails', require: false
   gem 'rubocop-rspec', require: false
+  gem 'rubocop-factory_bot', require: false
   gem 'seed_dump'
   gem 'shoulda-matchers'
-  gem 'simplecov', '0.17.1', require: false
+  gem 'simplecov', '>= 0.21', require: false
+  gem 'skooma'
   gem 'spring'
   gem 'spring-watcher-listen'
 end

Makefile

@@ -6,7 +6,7 @@ RAILS_ENV ?= development
 setup:
 	gem install bundler
 	bundle install
-	yarn install
+	pnpm install
 
 db_create:
 	RAILS_ENV=$(RAILS_ENV) bundle exec rails db:create
@@ -30,7 +30,7 @@ server:
 	RAILS_ENV=$(RAILS_ENV) bundle exec rails server -b 0.0.0.0 -p 3000
 
 burn:
-	bundle && yarn
+	bundle && pnpm install
 
 run:
 	@if [ -f ./.overmind.sock ]; then \
@@ -40,9 +40,20 @@ run:
 	fi
 
 force_run:
-	rm -f ./.overmind.sock
+	@echo "Cleaning up Overmind processes..."
+	@lsof -ti:3036 2>/dev/null | xargs kill -9 2>/dev/null || true
+	@lsof -ti:3000 2>/dev/null | xargs kill -9 2>/dev/null || true
+	@rm -f ./.overmind.sock
+	@rm -f tmp/pids/*.pid
+	@echo "Cleanup complete"
 	overmind start -f Procfile.dev
 
+force_run_tunnel:
+	lsof -ti:3000 | xargs kill -9 2>/dev/null || true
+	rm -f ./.overmind.sock
+	rm -f tmp/pids/*.pid
+	overmind start -f Procfile.tunnel
+
 debug:
 	overmind connect backend
 
@@ -52,4 +63,4 @@ debug_worker:
 docker: 
 	docker build -t $(APP_NAME) -f ./docker/Dockerfile .
 
-.PHONY: setup db_create db_migrate db_seed db_reset db console server burn docker run force_run debug debug_worker
+.PHONY: setup db_create db_migrate db_seed db_reset db console server burn docker run force_run force_run_tunnel debug debug_worker

Procfile.tunnel

@@ -0,0 +1,4 @@
+backend: DISABLE_MINI_PROFILER=true bin/rails s -p 3000
+# https://github.com/mperham/sidekiq/issues/3090#issuecomment-389748695
+worker: dotenv bundle exec sidekiq -C config/sidekiq.yml
+vite: bin/vite build --watch

README.md

@@ -1,25 +1,13 @@
-## 🚨 Note: This branch is unstable. For the stable branch's source code, please use the branch [3.x](https://github.com/chatwoot/chatwoot/tree/3.x)
-
-
-<img src="https://user-images.githubusercontent.com/2246121/282256557-1570674b-d142-4198-9740-69404cc6a339.png#gh-light-mode-only" width="100%" alt="Chat dashboard dark mode"/>
-<img src="https://user-images.githubusercontent.com/2246121/282256632-87f6a01b-6467-4e0e-8a93-7bbf66d03a17.png#gh-dark-mode-only" width="100%" alt="Chat dashboard"/>
+<img src="./.github/screenshots/header.png#gh-light-mode-only" width="100%" alt="Header light mode"/>
+<img src="./.github/screenshots/header-dark.png#gh-dark-mode-only" width="100%" alt="Header dark mode"/>
 
 ___
 
 # Chatwoot
 
-Customer engagement suite, an open-source alternative to Intercom, Zendesk, Salesforce Service Cloud etc.
-<p>
-  <a href="https://heroku.com/deploy?template=https://github.com/chatwoot/chatwoot/tree/master" alt="Deploy to Heroku">
-     <img width="150" alt="Deploy" src="https://www.herokucdn.com/deploy/button.svg"/>
-  </a>
-  <a href="https://marketplace.digitalocean.com/apps/chatwoot?refcode=f2238426a2a8" alt="Deploy to DigitalOcean">
-     <img width="200" alt="Deploy to DO" src="https://www.deploytodo.com/do-btn-blue.svg"/>
-  </a>
-</p>
+The modern customer support platform, an open-source alternative to Intercom, Zendesk, Salesforce Service Cloud etc.
 
 <p>
-  <a href="https://codeclimate.com/github/chatwoot/chatwoot/maintainability"><img src="https://api.codeclimate.com/v1/badges/e6e3f66332c91e5a4c0c/maintainability" alt="Maintainability"></a>
   <img src="https://img.shields.io/circleci/build/github/chatwoot/chatwoot" alt="CircleCI Badge">
     <a href="https://hub.docker.com/r/chatwoot/chatwoot/"><img src="https://img.shields.io/docker/pulls/chatwoot/chatwoot" alt="Docker Pull Badge"></a>
   <a href="https://hub.docker.com/r/chatwoot/chatwoot/"><img src="https://img.shields.io/docker/cloud/build/chatwoot/chatwoot" alt="Docker Build Badge"></a>
@@ -31,41 +19,71 @@ Customer engagement suite, an open-source alternative to Intercom, Zendesk, Sale
   <a href="https://artifacthub.io/packages/helm/chatwoot/chatwoot"><img src="https://img.shields.io/endpoint?url=https://artifacthub.io/badge/repository/artifact-hub" alt="Artifact HUB"></a>
 </p>
 
-<img src="https://user-images.githubusercontent.com/2246121/282255783-ee8a50c9-f42d-4752-8201-2d59965a663d.png#gh-light-mode-only" width="100%" alt="Chat dashboard dark mode"/>
-<img src="https://user-images.githubusercontent.com/2246121/282255784-3d1994ec-d895-4ff5-ac68-d819987e1869.png#gh-dark-mode-only" width="100%" alt="Chat dashboard"/>
 
-Chatwoot is an open-source, self-hosted customer engagement suite. Chatwoot lets you view and manage your customer data, communicate with them irrespective of which medium they use, and re-engage them based on their profile.
+<p>
+  <a href="https://heroku.com/deploy?template=https://github.com/chatwoot/chatwoot/tree/master" alt="Deploy to Heroku">
+     <img width="150" alt="Deploy" src="https://www.herokucdn.com/deploy/button.svg"/>
+  </a>
+  <a href="https://marketplace.digitalocean.com/apps/chatwoot?refcode=f2238426a2a8" alt="Deploy to DigitalOcean">
+     <img width="200" alt="Deploy to DO" src="https://www.deploytodo.com/do-btn-blue.svg"/>
+  </a>
+</p>
 
-## Features
+<img src="./.github/screenshots/dashboard.png#gh-light-mode-only" width="100%" alt="Chat dashboard dark mode"/>
+<img src="./.github/screenshots/dashboard-dark.png#gh-dark-mode-only" width="100%" alt="Chat dashboard"/>
 
-Chatwoot supports the following conversation channels:
+---
 
- - **Website**: Talk to your customers using our live chat widget and make use of our SDK to identify a user and provide contextual support.
- - **Facebook**: Connect your Facebook pages and start replying to the direct messages to your page.
- - **Instagram**: Connect your Instagram profile and start replying to the direct messages.
- - **Twitter**: Connect your Twitter profiles and reply to direct messages or the tweets where you are mentioned.
- - **Telegram**: Connect your Telegram bot and reply to your customers right from a single dashboard.
- - **WhatsApp**: Connect your WhatsApp business account and manage the conversation in Chatwoot.
- - **Line**: Connect your Line account and manage the conversations in Chatwoot.
- - **SMS**: Connect your Twilio SMS account and reply to the SMS queries in Chatwoot.
- - **API Channel**: Build custom communication channels using our API channel.
- - **Email**: Forward all your email queries to Chatwoot and view it in our integrated dashboard.
+Chatwoot is the modern, open-source, and self-hosted customer support platform designed to help businesses deliver exceptional customer support experience. Built for scale and flexibility, Chatwoot gives you full control over your customer data while providing powerful tools to manage conversations across channels.
 
-And more.
+### ✨ Captain – AI Agent for Support
 
-Other features include:
+Supercharge your support with Captain, Chatwoot’s AI agent. Captain helps automate responses, handle common queries, and reduce agent workload—ensuring customers get instant, accurate answers. With Captain, your team can focus on complex conversations while routine questions are resolved automatically. Read more about Captain [here](https://chwt.app/captain-docs).
+
+### 💬 Omnichannel Support Desk
+
+Chatwoot centralizes all customer conversations into one powerful inbox, no matter where your customers reach out from. It supports live chat on your website, email, Facebook, Instagram, Twitter, WhatsApp, Telegram, Line, SMS etc.
+
+### 📚 Help center portal
+
+Publish help articles, FAQs, and guides through the built-in Help Center Portal. Enable customers to find answers on their own, reduce repetitive queries, and keep your support team focused on more complex issues.
+
+### 🗂️ Other features
+
+#### Collaboration & Productivity
+
+- Private Notes and @mentions for internal team discussions.
+- Labels to organize and categorize conversations.
+- Keyboard Shortcuts and a Command Bar for quick navigation.
+- Canned Responses to reply faster to frequently asked questions.
+- Auto-Assignment to route conversations based on agent availability.
+- Multi-lingual Support to serve customers in multiple languages.
+- Custom Views and Filters for better inbox organization.
+- Business Hours and Auto-Responders to manage response expectations.
+- Teams and Automation tools for scaling support workflows.
+- Agent Capacity Management to balance workload across the team.
+
+#### Customer Data & Segmentation
+- Contact Management with profiles and interaction history.
+- Contact Segments and Notes for targeted communication.
+- Campaigns to proactively engage customers.
+- Custom Attributes for storing additional customer data.
+- Pre-Chat Forms to collect user information before starting conversations.
+
+#### Integrations
+- Slack Integration to manage conversations directly from Slack.
+- Dialogflow Integration for chatbot automation.
+- Dashboard Apps to embed internal tools within Chatwoot.
+- Shopify Integration to view and manage customer orders right within Chatwoot.
+- Use Google Translate to translate messages from your customers in realtime.
+- Create and manage Linear tickets within Chatwoot.
+
+#### Reports & Insights
+- Live View of ongoing conversations for real-time monitoring.
+- Conversation, Agent, Inbox, Label, and Team Reports for operational visibility.
+- CSAT Reports to measure customer satisfaction.
+- Downloadable Reports for offline analysis and reporting.
 
-- **CRM**: Save all your customer information right inside Chatwoot, use contact notes to log emails, phone calls, or meeting notes.
-- **Custom Attributes**: Define custom attribute attributes to store information about a contact or a conversation and extend the product to match your workflow.
-- **Shared multi-brand inboxes**: Manage multiple brands or pages using a shared inbox.
-- **Private notes**: Use @mentions and private notes to communicate internally about a conversation.
-- **Canned responses (Saved replies)**: Improve the response rate by adding saved replies for frequently asked questions.
-- **Conversation Labels**: Use conversation labels to create custom workflows.
-- **Auto assignment**: Chatwoot intelligently assigns a ticket to the agents who have access to the inbox depending on their availability and load.
-- **Conversation continuity**: If the user has provided an email address through the chat widget, Chatwoot will send an email to the customer under the agent name so that the user can continue the conversation over the email.
-- **Multi-lingual support**: Chatwoot supports 10+ languages.
-- **Powerful API & Webhooks**: Extend the capability of the software using Chatwoot’s webhooks and APIs.
-- **Integrations**: Chatwoot natively integrates with Slack right now. Manage your conversations in Slack without logging into the dashboard.
 
 ## Documentation
 
@@ -107,17 +125,15 @@ For other supported options, checkout our [deployment page](https://chatwoot.com
 
 Looking to report a vulnerability? Please refer our [SECURITY.md](./SECURITY.md) file.
 
-
-## Community? Questions? Support ?
+## Community
 
 If you need help or just want to hang out, come, say hi on our [Discord](https://discord.gg/cJXdrwS) server.
 
-
-## Contributors ✨
+## Contributors
 
 Thanks goes to all these [wonderful people](https://www.chatwoot.com/docs/contributors):
 
 <a href="https://github.com/chatwoot/chatwoot/graphs/contributors"><img src="https://opencollective.com/chatwoot/contributors.svg?width=890&button=false" /></a>
 
 
-*Chatwoot* &copy; 2017-2024, Chatwoot Inc - Released under the MIT License.
+*Chatwoot* &copy; 2017-2026, Chatwoot Inc - Released under the MIT License.

Rakefile

@@ -2,5 +2,8 @@
 # for example lib/tasks/capistrano.rake, and they will automatically be available to Rake.
 
 require_relative 'config/application'
+# Load Enterprise Edition rake tasks if they exist
+enterprise_tasks_path = Rails.root.join('enterprise/tasks_railtie.rb').to_s
+require enterprise_tasks_path if File.exist?(enterprise_tasks_path)
 
 Rails.application.load_tasks

SECURITY.md

@@ -2,13 +2,13 @@ Chatwoot is looking forward to working with security researchers worldwide to ke
 
 ## Reporting a Vulnerability
 
-We use [huntr.dev](https://huntr.dev/) for security issues that affect our project. If you believe you have found a vulnerability, please disclose it via this [form](https://huntr.dev/bounties/disclose). This will enable us to review the vulnerability, fix it promptly, and reward you for your efforts.
+We use Github to track the security issues that affect our project. If you believe you have found a vulnerability, please disclose it via this [form](https://github.com/chatwoot/chatwoot/security/advisories/new). This will enable us to review the vulnerability, fix it promptly, and reward you for your efforts.
 
 If you have any questions about the process, contact security@chatwoot.com. 
 
-Please try your best to describe a clear and realistic impact for your report, and please don't open any public issues on GitHub or social media; we're doing our best to respond through Huntr as quickly as possible.
+Please try your best to describe a clear and realistic impact for your report, and please don't open any public issues on GitHub or social media; we're doing our best to respond through Github as quickly as possible.
 
-> Note: Please use the email for questions related to the process. Disclosures should be done via [huntr.dev](https://huntr.dev/)
+> Note: Please use the email for questions related to the process. Disclosures should be done via [Github](https://github.com/chatwoot/chatwoot/security/advisories/new)
 ## Supported versions
 
 | Version | Supported        |
@@ -48,7 +48,7 @@ We consider the following out of scope, though there may be exceptions.
 - Brute force attacks
 - DNSSEC
 
-If you are unsure about the scope, please create a [report](https://huntr.dev/repos/chatwoot/chatwoot/).
+If you are unsure about the scope, please create a [report](https://github.com/chatwoot/chatwoot/security/advisories/new).
 
 
 ## Thanks

VERSION_CW

@@ -1 +1 @@
-3.13.0
+4.15.1

VERSION_CWCTL

@@ -1 +1 @@
-3.0.0
+3.5.0

app.json

@@ -36,6 +36,10 @@
     "REDIS_OPENSSL_VERIFY_MODE":{
       "description": "OpenSSL verification mode for Redis connections. ref https://help.heroku.com/HC0F8CUS/redis-connection-issues",
       "value": "none"
+    },
+    "NODE_OPTIONS": {
+      "description": "Increase V8 heap for Vite build to avoid OOM",
+      "value": "--max-old-space-size=4096"
     }
   },
   "formation": {
@@ -48,7 +52,7 @@
       "size": "basic"
     }
   },
-  "stack": "heroku-20",
+  "stack": "heroku-24",
   "image": "heroku/ruby",
   "addons": [
     {
@@ -58,7 +62,7 @@
       "plan": "heroku-postgresql:essential-0"
     }
   ],
-  "stack": "heroku-20",
+  "stack": "heroku-24",
   "buildpacks": [
     {
       "url": "heroku/nodejs"

app/actions/contact_identify_action.rb

@@ -6,6 +6,7 @@
 # We don't want to update the name of the identified original contact.
 
 class ContactIdentifyAction
+  include UrlHelper
   pattr_initialize [:contact!, :params!, { retain_original_contact_name: false, discard_invalid_attrs: false }]
 
   def perform
@@ -103,8 +104,15 @@ class ContactIdentifyAction
     # blank identifier or email will throw unique index error
     # TODO: replace reject { |_k, v| v.blank? } with compact_blank when rails is upgraded
     @contact.discard_invalid_attrs if discard_invalid_attrs
-    @contact.save!
-    Avatar::AvatarFromUrlJob.perform_later(@contact, params[:avatar_url]) if params[:avatar_url].present? && !@contact.avatar.attached?
+    @contact.save! if @contact.changed?
+    enqueue_avatar_job
+  end
+
+  def enqueue_avatar_job
+    return unless params[:avatar_url].present? && !@contact.avatar.attached?
+    return unless url_valid?(params[:avatar_url])
+
+    Avatar::AvatarFromUrlJob.perform_later(@contact, params[:avatar_url])
   end
 
   def merge_contact(base_contact, merge_contact)

app/actions/contact_merge_action.rb

@@ -54,7 +54,7 @@ class ContactMergeAction
     # attributes in base contact are given preference
     merged_attributes = mergee_contact_attributes.deep_merge(base_contact_attributes)
 
-    @mergee_contact.destroy!
+    @mergee_contact.reload.destroy!
     Rails.configuration.dispatcher.dispatch(CONTACT_MERGED, Time.zone.now, contact: @base_contact,
                                                                            tokens: [@base_contact.contact_inboxes.filter_map(&:pubsub_token)])
     @base_contact.update!(merged_attributes)

app/assets/javascripts/secretField.js

@@ -10,7 +10,8 @@ function toggleSecretField(e) {
   if (!textElement) return;
 
   if (textElement.dataset.secretMasked === 'false') {
-    textElement.textContent = '•'.repeat(10);
+    const maskedLength = secretField.dataset.secretText?.length || 10;
+    textElement.textContent = '•'.repeat(maskedLength);
     textElement.dataset.secretMasked = 'true';
     toggler.querySelector('svg use').setAttribute('xlink:href', '#eye-show');
 
@@ -32,3 +33,13 @@ function copySecretField(e) {
 
   navigator.clipboard.writeText(secretField.dataset.secretText);
 }
+
+document.addEventListener('DOMContentLoaded', () => {
+  document.querySelectorAll('.cell-data__secret-field').forEach(field => {
+    const span = field.querySelector('[data-secret-masked]');
+    if (span && span.dataset.secretMasked === 'true') {
+      const len = field.dataset.secretText?.length || 10;
+      span.textContent = '•'.repeat(len);
+    }
+  });
+});

app/assets/stylesheets/administrate/components/_buttons.scss

@@ -1,15 +1,15 @@
-button,
-input[type="button"],
-input[type="reset"],
-input[type="submit"],
-.button {
+button:not(.reset-base),
+input[type='button']:not(.reset-base),
+input[type='reset']:not(.reset-base),
+input[type='submit']:not(.reset-base),
+.button:not(.reset-base) {
   appearance: none;
   background-color: $color-woot;
   border: 0;
   border-radius: $base-border-radius;
   color: $white;
   cursor: pointer;
-  display: inline-block;
+  display: inline-flex;
   font-size: $font-size-small;
   -webkit-font-smoothing: antialiased;
   font-weight: $font-weight-medium;

app/assets/stylesheets/administrate/components/_cells.scss

@@ -46,17 +46,25 @@
 
 .cell-data__secret-field {
   align-items: center;
+  color: $hint-grey;
   display: flex;
 
   span {
-    flex: 1;
+    flex: 0 0 auto;
   }
 
-  button {
-    margin-left: 5px;
+  [data-secret-toggler],
+  [data-secret-copier] {
+    background: transparent;
+    border: 0;
+    color: inherit;
+    margin-left: 0.5rem;
+    padding: 0;
 
     svg {
       fill: currentColor;
+      height: 1.25rem;
+      width: 1.25rem;
     }
   }
 }

app/assets/stylesheets/administrate/custom_styles.scss

@@ -10,7 +10,6 @@
 
   .icon-container {
     margin-right: 2px;
-
   }
 
   .value-container {

app/builders/account_builder.rb

@@ -32,14 +32,7 @@ class AccountBuilder
   end
 
   def validate_email
-    raise InvalidEmail.new({ domain_blocked: domain_blocked }) if domain_blocked?
-
-    address = ValidEmail2::Address.new(@email)
-    if address.valid? && !address.disposable?
-      true
-    else
-      raise InvalidEmail.new({ valid: address.valid?, disposable: address.disposable? })
-    end
+    Account::SignUpEmailValidationService.new(@email).perform
   end
 
   def validate_user
@@ -51,7 +44,11 @@ class AccountBuilder
   end
 
   def create_account
-    @account = Account.create!(name: account_name, locale: I18n.locale)
+    @account = Account.create!(
+      name: account_name,
+      locale: I18n.locale,
+      custom_attributes: { 'onboarding_step' => 'account_details' }
+    )
     Current.account = @account
   end
 
@@ -81,21 +78,4 @@ class AccountBuilder
     @user.confirm if @confirmed
     @user.save!
   end
-
-  def domain_blocked?
-    domain = @email.split('@').last
-
-    blocked_domains.each do |blocked_domain|
-      return true if domain.match?(blocked_domain)
-    end
-
-    false
-  end
-
-  def blocked_domains
-    domains = GlobalConfigService.load('BLOCKED_EMAIL_DOMAINS', '')
-    return [] if domains.blank?
-
-    domains.split("\n").map(&:strip)
-  end
 end

app/builders/agent_builder.rb

@@ -29,8 +29,9 @@ class AgentBuilder
     user = User.from_email(email)
     return user if user
 
+    @name = email.split('@').first if @name.blank?
     temp_password = "1!aA#{SecureRandom.alphanumeric(12)}"
-    User.create!(email: email, name: name, password: temp_password, password_confirmation: temp_password)
+    User.create!(email: email, name: @name, password: temp_password, password_confirmation: temp_password)
   end
 
   # Checks if the user needs confirmation.
@@ -52,3 +53,5 @@ class AgentBuilder
     }.compact))
   end
 end
+
+AgentBuilder.prepend_mod_with('AgentBuilder')

app/builders/campaigns/campaign_conversation_builder.rb

@@ -9,7 +9,7 @@ class Campaigns::CampaignConversationBuilder
       @contact_inbox.lock!
 
       # We won't send campaigns if a conversation is already present
-      raise 'Conversation alread present' if @contact_inbox.reload.conversations.present?
+      raise 'Conversation already present' if @contact_inbox.reload.conversations.present?
 
       @conversation = ::Conversation.create!(conversation_params)
       Messages::MessageBuilder.new(@campaign.sender, @conversation, message_params).perform

app/builders/contact_inbox_builder.rb

@@ -59,10 +59,49 @@ class ContactInboxBuilder
   end
 
   def create_contact_inbox
-    ::ContactInbox.create_with(hmac_verified: hmac_verified || false).find_or_create_by!(
+    attrs = {
       contact_id: @contact.id,
       inbox_id: @inbox.id,
       source_id: @source_id
-    )
+    }
+
+    ::ContactInbox.where(attrs).first_or_create!(hmac_verified: hmac_verified || false)
+  rescue ActiveRecord::RecordNotUnique
+    Rails.logger.info("[ContactInboxBuilder] RecordNotUnique #{@source_id} #{@contact.id} #{@inbox.id}")
+    update_old_contact_inbox
+    retry
+  end
+
+  def update_old_contact_inbox
+    # The race condition occurs when there’s a contact inbox with the
+    # same source ID but linked to a different contact. This can happen
+    # if the agent updates the contact’s email or phone number, or
+    # if the contact is merged with another.
+    #
+    # We update the old contact inbox source_id to a random value to
+    # avoid disrupting the current flow. However, the root cause of
+    # this issue is a flaw in the contact inbox model design.
+    # Contact inbox is essentially tracking a session and is not
+    # needed for non-live chat channels.
+    raise ActiveRecord::RecordNotUnique unless allowed_channels?
+
+    contact_inbox = ::ContactInbox.find_by(inbox_id: @inbox.id, source_id: @source_id)
+    return if contact_inbox.blank?
+
+    contact_inbox.update!(source_id: new_source_id)
+  end
+
+  def new_source_id
+    if @inbox.whatsapp? || @inbox.sms? || @inbox.twilio?
+      "whatsapp:#{@source_id}#{rand(100)}"
+    else
+      "#{rand(10)}#{@source_id}"
+    end
+  end
+
+  def allowed_channels?
+    @inbox.email? || @inbox.sms? || @inbox.twilio? || @inbox.whatsapp?
   end
 end
+
+ContactInboxBuilder.prepend_mod_with('ContactInboxBuilder')

app/builders/contact_inbox_with_contact_builder.rb

@@ -50,7 +50,7 @@ class ContactInboxWithContactBuilder
 
   def create_contact
     account.contacts.create!(
-      name: contact_attributes[:name] || ::Haikunator.haikunate(1000),
+      name: contact_name,
       phone_number: contact_attributes[:phone_number],
       email: contact_attributes[:email],
       identifier: contact_attributes[:identifier],
@@ -59,13 +59,42 @@ class ContactInboxWithContactBuilder
     )
   end
 
+  def contact_name
+    name = contact_attributes[:name] || ::Haikunator.haikunate(1000)
+    name.truncate(ApplicationRecord::MAX_STRING_COLUMN_LENGTH, omission: '')
+  end
+
   def find_contact
     contact = find_contact_by_identifier(contact_attributes[:identifier])
     contact ||= find_contact_by_email(contact_attributes[:email])
     contact ||= find_contact_by_phone_number(contact_attributes[:phone_number])
+    contact ||= find_contact_by_instagram_source_id(source_id) if instagram_channel?
+
     contact
   end
 
+  def instagram_channel?
+    inbox.channel_type == 'Channel::Instagram'
+  end
+
+  # There might be existing contact_inboxes created through Channel::FacebookPage
+  # with the same Instagram source_id. New Instagram interactions should create fresh contact_inboxes
+  # while still reusing contacts if found in Facebook channels so that we can create
+  # new conversations with the same contact.
+  def find_contact_by_instagram_source_id(instagram_id)
+    return if instagram_id.blank?
+
+    existing_contact_inbox = ContactInbox.joins(:inbox)
+                                         .where(source_id: instagram_id)
+                                         .where(
+                                           'inboxes.channel_type = ? AND inboxes.account_id = ?',
+                                           'Channel::FacebookPage',
+                                           account.id
+                                         ).first
+
+    existing_contact_inbox&.contact
+  end
+
   def find_contact_by_identifier(identifier)
     return if identifier.blank?
 

app/builders/email/base_builder.rb

@@ -0,0 +1,52 @@
+class Email::BaseBuilder
+  include EmailAddressParseable
+
+  pattr_initialize [:inbox!]
+
+  private
+
+  def channel
+    @channel ||= inbox.channel
+  end
+
+  def account
+    @account ||= inbox.account
+  end
+
+  def conversation
+    @conversation ||= message.conversation
+  end
+
+  def custom_sender_name
+    message&.sender&.available_name || I18n.t('conversations.reply.email.header.notifications')
+  end
+
+  def sender_name(sender_email)
+    # Friendly: <agent_name> from <business_name>
+    # Professional: <business_name>
+    if inbox.friendly?
+      I18n.t(
+        'conversations.reply.email.header.friendly_name',
+        sender_name: custom_sender_name,
+        business_name: business_name,
+        from_email: sender_email
+      )
+    else
+      I18n.t(
+        'conversations.reply.email.header.professional_name',
+        business_name: business_name,
+        from_email: sender_email
+      )
+    end
+  end
+
+  def business_name
+    inbox.sanitized_business_name
+  end
+
+  def account_support_email
+    # Parse the email to ensure it's in the correct format, the user
+    # can save it in the format "Name <email@domain.com>"
+    parse_email(account.support_email)
+  end
+end

app/builders/email/from_builder.rb

@@ -0,0 +1,51 @@
+class Email::FromBuilder < Email::BaseBuilder
+  pattr_initialize [:inbox!, :message!]
+
+  def build
+    return sender_name(account_support_email) unless inbox.email?
+
+    from_email = case email_channel_type
+                 when :standard_imap_smtp,
+                      :google_oauth,
+                      :microsoft_oauth,
+                      :forwarding_own_smtp
+                   channel.email
+                 when :imap_chatwoot_smtp,
+                      :forwarding_chatwoot_smtp
+                   channel.verified_for_sending ? channel.email : account_support_email
+                 else
+                   account_support_email
+                 end
+
+    sender_name(from_email)
+  end
+
+  private
+
+  def email_channel_type
+    return :google_oauth if channel.google?
+    return :microsoft_oauth if channel.microsoft?
+    return :standard_imap_smtp if imap_and_smtp_enabled?
+    return :imap_chatwoot_smtp if imap_enabled_without_smtp?
+    return :forwarding_own_smtp if forwarding_with_own_smtp?
+    return :forwarding_chatwoot_smtp if forwarding_without_smtp?
+
+    :unknown
+  end
+
+  def imap_and_smtp_enabled?
+    channel.imap_enabled && channel.smtp_enabled
+  end
+
+  def imap_enabled_without_smtp?
+    channel.imap_enabled && !channel.smtp_enabled
+  end
+
+  def forwarding_with_own_smtp?
+    !channel.imap_enabled && channel.smtp_enabled
+  end
+
+  def forwarding_without_smtp?
+    !channel.imap_enabled && !channel.smtp_enabled
+  end
+end

app/builders/email/reply_to_builder.rb

@@ -0,0 +1,21 @@
+class Email::ReplyToBuilder < Email::BaseBuilder
+  pattr_initialize [:inbox!, :message!]
+
+  def build
+    reply_to = if inbox.email?
+                 channel.email
+               elsif inbound_email_enabled?
+                 "reply+#{conversation.uuid}@#{account.inbound_email_domain}"
+               else
+                 account_support_email
+               end
+
+    sender_name(reply_to)
+  end
+
+  private
+
+  def inbound_email_enabled?
+    account.feature_enabled?('inbound_emails') && account.inbound_email_domain.present?
+  end
+end

app/builders/messages/facebook/message_builder.rb

@@ -91,11 +91,21 @@ class Messages::Facebook::MessageBuilder < Messages::Messenger::MessageBuilder
 
   def fallback_params(attachment)
     {
-      fallback_title: attachment['title'],
-      external_url: attachment['url']
+      fallback_title: attachment['title'] || attachment.dig('payload', 'title'),
+      external_url: attachment['url'] || attachment.dig('payload', 'url')
     }
   end
 
+  # Facebook shared posts point to page URLs, not downloadable media URLs.
+  # Both `share` and `post` attachment types carry a page URL rather than a media file,
+  # so map them to `fallback` (which keeps the title/link without attempting a download).
+  # Keep this Facebook-only so Messenger/Instagram share attachments still use the parent media handling.
+  def normalize_file_type(type)
+    return :fallback if [:share, :post].include?(type.to_sym)
+
+    super
+  end
+
   def conversation_params
     {
       account_id: @inbox.account_id,
@@ -105,15 +115,19 @@ class Messages::Facebook::MessageBuilder < Messages::Messenger::MessageBuilder
   end
 
   def message_params
+    content_attributes = {
+      in_reply_to_external_id: response.in_reply_to_external_id
+    }
+    content_attributes[:external_echo] = true if @outgoing_echo
+
     {
       account_id: conversation.account_id,
       inbox_id: conversation.inbox_id,
       message_type: @message_type,
+      status: @outgoing_echo ? :delivered : :sent,
       content: response.content,
       source_id: response.identifier,
-      content_attributes: {
-        in_reply_to_external_id: response.in_reply_to_external_id
-      },
+      content_attributes: content_attributes,
       sender: @outgoing_echo ? nil : @contact_inbox.contact
     }
   end

app/builders/messages/instagram/base_message_builder.rb

@@ -0,0 +1,201 @@
+class Messages::Instagram::BaseMessageBuilder < Messages::Messenger::MessageBuilder
+  attr_reader :messaging
+
+  def initialize(messaging, inbox, outgoing_echo: false)
+    super()
+    @messaging = messaging
+    @inbox = inbox
+    @outgoing_echo = outgoing_echo
+  end
+
+  def perform
+    return if @inbox.channel.reauthorization_required?
+
+    ActiveRecord::Base.transaction do
+      build_message
+    end
+  rescue StandardError => e
+    handle_error(e)
+  end
+
+  private
+
+  def attachments
+    @messaging[:message][:attachments] || {}
+  end
+
+  def message_type
+    @outgoing_echo ? :outgoing : :incoming
+  end
+
+  def message_identifier
+    message[:mid]
+  end
+
+  def message_source_id
+    @outgoing_echo ? recipient_id : sender_id
+  end
+
+  def message_is_unsupported?
+    message[:is_unsupported].present? && @messaging[:message][:is_unsupported] == true
+  end
+
+  def sender_id
+    @messaging[:sender][:id]
+  end
+
+  def recipient_id
+    @messaging[:recipient][:id]
+  end
+
+  def message
+    @messaging[:message]
+  end
+
+  def contact
+    @contact ||= @inbox.contact_inboxes.find_by(source_id: message_source_id)&.contact
+  end
+
+  def conversation
+    @conversation ||= set_conversation_based_on_inbox_config
+  end
+
+  def set_conversation_based_on_inbox_config
+    if @inbox.lock_to_single_conversation
+      find_conversation_scope.order(created_at: :desc).first || build_conversation
+    else
+      find_or_build_for_multiple_conversations
+    end
+  end
+
+  def find_conversation_scope
+    Conversation.where(conversation_params)
+  end
+
+  def find_or_build_for_multiple_conversations
+    last_conversation = find_conversation_scope.where.not(status: :resolved).order(created_at: :desc).first
+    return build_conversation if last_conversation.nil?
+
+    last_conversation
+  end
+
+  def message_content
+    @messaging[:message][:text]
+  end
+
+  def story_reply_attributes
+    message[:reply_to][:story] if message[:reply_to].present? && message[:reply_to][:story].present?
+  end
+
+  def message_reply_attributes
+    message[:reply_to][:mid] if message[:reply_to].present? && message[:reply_to][:mid].present?
+  end
+
+  def build_message
+    # Duplicate webhook events may be sent for the same message
+    # when a user is connected to the Instagram account through both Messenger and Instagram login.
+    # There is chance for echo events to be sent for the same message.
+    # Therefore, we need to check if the message already exists before creating it.
+    return if message_already_exists?
+
+    return if message_content.blank? && all_unsupported_files?
+
+    @message = conversation.messages.create!(message_params)
+    save_story_id
+
+    attachments.each do |attachment|
+      process_attachment(attachment)
+    end
+  end
+
+  def save_story_id
+    return if story_reply_attributes.blank?
+
+    @message.save_story_info(story_reply_attributes)
+    create_story_reply_attachment(story_reply_attributes['url'])
+  end
+
+  def create_story_reply_attachment(story_url)
+    return if story_url.blank?
+
+    attachment = @message.attachments.new(
+      file_type: :ig_story,
+      account_id: @message.account_id,
+      external_url: story_url
+    )
+    attachment.save!
+    begin
+      attach_file(attachment, story_url)
+    rescue Down::Error, StandardError => e
+      Rails.logger.warn "Failed to download Instagram story attachment: #{e.message}"
+    end
+    @message.content_attributes[:image_type] = 'ig_story_reply'
+    @message.save!
+  end
+
+  def build_conversation
+    @contact_inbox ||= contact.contact_inboxes.find_by!(source_id: message_source_id)
+    Conversation.create!(conversation_params.merge(
+                           contact_inbox_id: @contact_inbox.id,
+                           additional_attributes: additional_conversation_attributes
+                         ))
+  end
+
+  def additional_conversation_attributes
+    {}
+  end
+
+  def conversation_params
+    {
+      account_id: @inbox.account_id,
+      inbox_id: @inbox.id,
+      contact_id: contact.id
+    }
+  end
+
+  def message_params
+    params = {
+      account_id: conversation.account_id,
+      inbox_id: conversation.inbox_id,
+      message_type: message_type,
+      status: @outgoing_echo ? :delivered : :sent,
+      source_id: message_identifier,
+      content: message_content,
+      sender: @outgoing_echo ? nil : contact,
+      content_attributes: {
+        in_reply_to_external_id: message_reply_attributes
+      }
+    }
+
+    params[:content_attributes][:external_echo] = true if @outgoing_echo
+    params[:content_attributes][:is_unsupported] = true if message_is_unsupported?
+    params
+  end
+
+  def message_already_exists?
+    find_message_by_source_id(@messaging[:message][:mid]).present?
+  end
+
+  def find_message_by_source_id(source_id)
+    return unless source_id
+
+    @message = Message.find_by(source_id: source_id)
+  end
+
+  def all_unsupported_files?
+    return if attachments.empty?
+
+    attachments_type = attachments.pluck(:type).uniq.first
+    unsupported_file_type?(attachments_type)
+  end
+
+  def handle_error(error)
+    ChatwootExceptionTracker.new(error, account: @inbox.account).capture_exception
+    true
+  end
+
+  # Abstract methods to be implemented by subclasses
+  def get_story_object_from_source_id(source_id)
+    raise NotImplementedError
+  end
+end

app/builders/messages/instagram/message_builder.rb

@@ -1,200 +1,42 @@
-# This class creates both outgoing messages from chatwoot and echo outgoing messages based on the flag `outgoing_echo`
-# Assumptions
-# 1. Incase of an outgoing message which is echo, source_id will NOT be nil,
-#    based on this we are showing "not sent from chatwoot" message in frontend
-#    Hence there is no need to set user_id in message for outgoing echo messages.
-
-class Messages::Instagram::MessageBuilder < Messages::Messenger::MessageBuilder
-  attr_reader :messaging
-
+class Messages::Instagram::MessageBuilder < Messages::Instagram::BaseMessageBuilder
   def initialize(messaging, inbox, outgoing_echo: false)
-    super()
-    @messaging = messaging
-    @inbox = inbox
-    @outgoing_echo = outgoing_echo
-  end
-
-  def perform
-    return if @inbox.channel.reauthorization_required?
-
-    ActiveRecord::Base.transaction do
-      build_message
-    end
-  rescue Koala::Facebook::AuthenticationError => e
-    Rails.logger.warn("Instagram authentication error for inbox: #{@inbox.id} with error: #{e.message}")
-    Rails.logger.error e
-    @inbox.channel.authorization_error!
-    raise
-  rescue StandardError => e
-    ChatwootExceptionTracker.new(e, account: @inbox.account).capture_exception
-    true
+    super(messaging, inbox, outgoing_echo: outgoing_echo)
   end
 
   private
 
-  def attachments
-    @messaging[:message][:attachments] || {}
+  def get_story_object_from_source_id(source_id)
+    url = "#{base_uri}/#{source_id}?fields=story,from&access_token=#{@inbox.channel.access_token}"
+
+    response = HTTParty.get(url)
+
+    return JSON.parse(response.body).with_indifferent_access if response.success?
+
+    # Create message first if it doesn't exist
+    @message ||= conversation.messages.create!(message_params)
+    handle_error_response(response)
+    nil
   end
 
-  def message_type
-    @outgoing_echo ? :outgoing : :incoming
-  end
+  def handle_error_response(response)
+    parsed_response = JSON.parse(response.body)
+    error_code = parsed_response.dig('error', 'code')
 
-  def message_identifier
-    message[:mid]
-  end
+    # https://developers.facebook.com/docs/messenger-platform/error-codes
+    # Access token has expired or become invalid.
+    channel.authorization_error! if error_code == 190
 
-  def message_source_id
-    @outgoing_echo ? recipient_id : sender_id
-  end
-
-  def message_is_unsupported?
-    message[:is_unsupported].present? && @messaging[:message][:is_unsupported] == true
-  end
-
-  def sender_id
-    @messaging[:sender][:id]
-  end
-
-  def recipient_id
-    @messaging[:recipient][:id]
-  end
-
-  def message
-    @messaging[:message]
-  end
-
-  def contact
-    @contact ||= @inbox.contact_inboxes.find_by(source_id: message_source_id)&.contact
-  end
-
-  def conversation
-    @conversation ||= set_conversation_based_on_inbox_config
-  end
-
-  def instagram_direct_message_conversation
-    Conversation.where(conversation_params)
-                .where("additional_attributes ->> 'type' = 'instagram_direct_message'")
-  end
-
-  def set_conversation_based_on_inbox_config
-    if @inbox.lock_to_single_conversation
-      instagram_direct_message_conversation.order(created_at: :desc).first || build_conversation
-    else
-      find_or_build_for_multiple_conversations
+    # There was a problem scraping data from the provided link.
+    # https://developers.facebook.com/docs/graph-api/guides/error-handling/ search for error code 1609005
+    if error_code == 1_609_005
+      @message.attachments.destroy_all
+      @message.update(content: I18n.t('conversations.messages.instagram_deleted_story_content'))
     end
+
+    Rails.logger.error("[InstagramStoryFetchError]: #{parsed_response.dig('error', 'message')} #{error_code}")
   end
 
-  def find_or_build_for_multiple_conversations
-    last_conversation = instagram_direct_message_conversation.where.not(status: :resolved).order(created_at: :desc).first
-
-    return build_conversation if last_conversation.nil?
-
-    last_conversation
+  def base_uri
+    "https://graph.instagram.com/#{GlobalConfigService.load('INSTAGRAM_API_VERSION', 'v22.0')}"
   end
-
-  def message_content
-    @messaging[:message][:text]
-  end
-
-  def story_reply_attributes
-    message[:reply_to][:story] if message[:reply_to].present? && message[:reply_to][:story].present?
-  end
-
-  def message_reply_attributes
-    message[:reply_to][:mid] if message[:reply_to].present? && message[:reply_to][:mid].present?
-  end
-
-  def build_message
-    return if @outgoing_echo && already_sent_from_chatwoot?
-    return if message_content.blank? && all_unsupported_files?
-
-    @message = conversation.messages.create!(message_params)
-    save_story_id
-
-    attachments.each do |attachment|
-      process_attachment(attachment)
-    end
-  end
-
-  def save_story_id
-    return if story_reply_attributes.blank?
-
-    @message.save_story_info(story_reply_attributes)
-  end
-
-  def build_conversation
-    @contact_inbox ||= contact.contact_inboxes.find_by!(source_id: message_source_id)
-
-    Conversation.create!(conversation_params.merge(
-                           contact_inbox_id: @contact_inbox.id,
-                           additional_attributes: { type: 'instagram_direct_message' }
-                         ))
-  end
-
-  def conversation_params
-    {
-      account_id: @inbox.account_id,
-      inbox_id: @inbox.id,
-      contact_id: contact.id
-    }
-  end
-
-  def message_params
-    params = {
-      account_id: conversation.account_id,
-      inbox_id: conversation.inbox_id,
-      message_type: message_type,
-      source_id: message_identifier,
-      content: message_content,
-      sender: @outgoing_echo ? nil : contact,
-      content_attributes: {
-        in_reply_to_external_id: message_reply_attributes
-      }
-    }
-
-    params[:content_attributes][:is_unsupported] = true if message_is_unsupported?
-    params
-  end
-
-  def already_sent_from_chatwoot?
-    cw_message = conversation.messages.where(
-      source_id: @messaging[:message][:mid]
-    ).first
-
-    cw_message.present?
-  end
-
-  def all_unsupported_files?
-    return if attachments.empty?
-
-    attachments_type = attachments.pluck(:type).uniq.first
-    unsupported_file_type?(attachments_type)
-  end
-
-  ### Sample response
-  # {
-  #   "object": "instagram",
-  #   "entry": [
-  #     {
-  #       "id": "<IGID>",// ig id of the business
-  #       "time": 1569262486134,
-  #       "messaging": [
-  #         {
-  #           "sender": {
-  #             "id": "<IGSID>"
-  #           },
-  #           "recipient": {
-  #             "id": "<IGID>"
-  #           },
-  #           "timestamp": 1569262485349,
-  #           "message": {
-  #             "mid": "<MESSAGE_ID>",
-  #             "text": "<MESSAGE_CONTENT>"
-  #           }
-  #         }
-  #       ]
-  #     }
-  #   ],
-  # }
 end

app/builders/messages/instagram/messenger/message_builder.rb

@@ -0,0 +1,33 @@
+class Messages::Instagram::Messenger::MessageBuilder < Messages::Instagram::BaseMessageBuilder
+  def initialize(messaging, inbox, outgoing_echo: false)
+    super(messaging, inbox, outgoing_echo: outgoing_echo)
+  end
+
+  private
+
+  def get_story_object_from_source_id(source_id)
+    k = Koala::Facebook::API.new(@inbox.channel.page_access_token) if @inbox.facebook?
+    k.get_object(source_id, fields: %w[story from]) || {}
+  rescue Koala::Facebook::AuthenticationError
+    @inbox.channel.authorization_error!
+    raise
+  rescue Koala::Facebook::ClientError => e
+    # The exception occurs when we are trying fetch the deleted story or blocked story.
+    @message.attachments.destroy_all
+    @message.update(content: I18n.t('conversations.messages.instagram_deleted_story_content'))
+    Rails.logger.error e
+    {}
+  rescue StandardError => e
+    ChatwootExceptionTracker.new(e, account: @inbox.account).capture_exception
+    {}
+  end
+
+  def find_conversation_scope
+    Conversation.where(conversation_params)
+                .where("additional_attributes ->> 'type' = 'instagram_direct_message'")
+  end
+
+  def additional_conversation_attributes
+    { type: 'instagram_direct_message' }
+  end
+end

app/builders/messages/message_builder.rb

@@ -1,5 +1,8 @@
 class Messages::MessageBuilder
   include ::FileTypeHelper
+  include ::EmailHelper
+  include ::DataHelper
+
   attr_reader :message
 
   def initialize(user, conversation, params)
@@ -7,8 +10,10 @@ class Messages::MessageBuilder
     @private = params[:private] || false
     @conversation = conversation
     @user = user
+    @account = conversation.account
     @message_type = params[:message_type] || 'outgoing'
     @attachments = params[:attachments]
+    @is_voice_message = ActiveModel::Type::Boolean.new.cast(params[:is_voice_message])
     @automation_rule = content_attributes&.dig(:automation_rule_id)
     return unless params.instance_of?(ActionController::Parameters)
 
@@ -20,6 +25,9 @@ class Messages::MessageBuilder
     @message = @conversation.messages.build(message_params)
     process_attachments
     process_emails
+    # When the message has no quoted content, it will just be rendered as a regular message
+    # The frontend is equipped to handle this case
+    process_email_content
     @message.save!
     @message
   end
@@ -34,30 +42,12 @@ class Messages::MessageBuilder
     params = convert_to_hash(@params)
     content_attributes = params.fetch(:content_attributes, {})
 
-    return parse_json(content_attributes) if content_attributes.is_a?(String)
+    return safe_parse_json(content_attributes) if content_attributes.is_a?(String)
     return content_attributes if content_attributes.is_a?(Hash)
 
     {}
   end
 
-  # Converts the given object to a hash.
-  # If it's an instance of ActionController::Parameters, converts it to an unsafe hash.
-  # Otherwise, returns the object as-is.
-  def convert_to_hash(obj)
-    return obj.to_unsafe_h if obj.instance_of?(ActionController::Parameters)
-
-    obj
-  end
-
-  # Attempts to parse a string as JSON.
-  # If successful, returns the parsed hash with symbolized names.
-  # If unsuccessful, returns nil.
-  def parse_json(content)
-    JSON.parse(content, symbolize_names: true)
-  rescue JSON::ParserError
-    {}
-  end
-
   def process_attachments
     return if @attachments.blank?
 
@@ -67,16 +57,25 @@ class Messages::MessageBuilder
         file: uploaded_attachment
       )
 
-      attachment.file_type = if uploaded_attachment.is_a?(String)
-                               file_type_by_signed_id(
-                                 uploaded_attachment
-                               )
-                             else
-                               file_type(uploaded_attachment&.content_type)
-                             end
+      attachment.file_type = attachment_file_type(uploaded_attachment)
+      tag_voice_message(attachment)
     end
   end
 
+  def attachment_file_type(uploaded_attachment)
+    if uploaded_attachment.is_a?(String)
+      file_type_by_signed_id(uploaded_attachment)
+    else
+      file_type(uploaded_attachment&.content_type)
+    end
+  end
+
+  def tag_voice_message(attachment)
+    return unless @is_voice_message && attachment.file_type == 'audio'
+
+    attachment.meta = (attachment.meta || {}).merge('is_voice_message' => true)
+  end
+
   def process_emails
     return unless @conversation.inbox&.inbox_type == 'Email'
 
@@ -92,18 +91,20 @@ class Messages::MessageBuilder
     @message.content_attributes[:to_emails] = to_emails
   end
 
+  def process_email_content
+    return unless should_process_email_content?
+
+    @message.content_attributes ||= {}
+    email_attributes = build_email_attributes
+    @message.content_attributes[:email] = email_attributes
+  end
+
   def process_email_string(email_string)
     return [] if email_string.blank?
 
     email_string.gsub(/\s+/, '').split(',')
   end
 
-  def validate_email_addresses(all_emails)
-    all_emails&.each do |email|
-      raise StandardError, 'Invalid email address' unless email.match?(URI::MailTo::EMAIL_REGEXP)
-    end
-  end
-
   def message_type
     if @conversation.inbox.channel_type != 'Channel::Api' && @message_type == 'incoming'
       raise StandardError, 'Incoming messages are only allowed in Api inboxes'
@@ -147,10 +148,90 @@ class Messages::MessageBuilder
       private: @private,
       sender: sender,
       content_type: @params[:content_type],
+      content_attributes: content_attributes.presence,
       items: @items,
       in_reply_to: @in_reply_to,
       echo_id: @params[:echo_id],
       source_id: @params[:source_id]
     }.merge(external_created_at).merge(automation_rule_id).merge(campaign_id).merge(template_params)
   end
+
+  def email_inbox?
+    @conversation.inbox&.inbox_type == 'Email'
+  end
+
+  def should_process_email_content?
+    email_inbox? && !@private && @message.content.present?
+  end
+
+  def build_email_attributes
+    email_attributes = ensure_indifferent_access(@message.content_attributes[:email] || {})
+    normalized_content = normalize_email_body(@message.content)
+
+    # Process liquid templates in normalized content with code block protection
+    processed_content = process_liquid_in_email_body(normalized_content)
+
+    # Use custom HTML content if provided, otherwise generate from message content
+    email_attributes[:html_content] = if custom_email_content_provided?
+                                        build_custom_html_content
+                                      else
+                                        build_html_content(processed_content)
+                                      end
+
+    email_attributes[:text_content] = build_text_content(processed_content)
+    email_attributes
+  end
+
+  def build_html_content(normalized_content)
+    html_content = ensure_indifferent_access(@message.content_attributes.dig(:email, :html_content) || {})
+    rendered_html = render_email_html(normalized_content)
+    html_content[:full] = rendered_html
+    html_content[:reply] = rendered_html
+    html_content
+  end
+
+  def build_text_content(normalized_content)
+    text_content = ensure_indifferent_access(@message.content_attributes.dig(:email, :text_content) || {})
+    text_content[:full] = normalized_content
+    text_content[:reply] = normalized_content
+    text_content
+  end
+
+  def custom_email_content_provided?
+    @params[:email_html_content].present?
+  end
+
+  def build_custom_html_content
+    html_content = ensure_indifferent_access(@message.content_attributes.dig(:email, :html_content) || {})
+
+    html_content[:full] = @params[:email_html_content]
+    html_content[:reply] = @params[:email_html_content]
+
+    html_content
+  end
+
+  # Liquid processing methods for email content
+  def process_liquid_in_email_body(content)
+    return content if content.blank?
+    return content unless should_process_liquid?
+
+    # Protect code blocks from liquid processing
+    modified_content = modified_liquid_content(content)
+    template = Liquid::Template.parse(modified_content)
+    template.render(drops_with_sender)
+  rescue Liquid::Error
+    content
+  end
+
+  def should_process_liquid?
+    @message_type == 'outgoing' || @message_type == 'template'
+  end
+
+  def drops_with_sender
+    message_drops(@conversation).merge({
+                                         'agent' => UserDrop.new(sender)
+                                       })
+  end
 end
+
+Messages::MessageBuilder.prepend_mod_with('Messages::MessageBuilder')

app/builders/messages/messenger/message_builder.rb

@@ -2,16 +2,32 @@ class Messages::Messenger::MessageBuilder
   include ::FileTypeHelper
 
   def process_attachment(attachment)
-    # This check handles very rare case if there are multiple files to attach with only one usupported file
+    # This check handles very rare case if there are multiple files to attach with only one unsupported file
     return if unsupported_file_type?(attachment['type'])
 
-    attachment_obj = @message.attachments.new(attachment_params(attachment).except(:remote_file_url))
+    params = attachment_params(attachment)
+    # During Meta's sticker webhook transition, a sticker message carries both an `image`
+    # and a `sticker` attachment pointing to the same URL. Skip the redundant sticker so it
+    # isn't attached twice, while still storing legitimate duplicate attachments of other types.
+    return if duplicate_sticker?(attachment, params[:external_url])
+
+    attachment_obj = @message.attachments.new(params.except(:remote_file_url))
     attachment_obj.save!
-    attach_file(attachment_obj, attachment_params(attachment)[:remote_file_url]) if attachment_params(attachment)[:remote_file_url]
-    fetch_story_link(attachment_obj) if attachment_obj.file_type == 'story_mention'
+    if facebook_reel?(attachment)
+      update_facebook_reel_content(attachment)
+    elsif params[:remote_file_url]
+      attach_file(attachment_obj, params[:remote_file_url])
+    end
+    fetch_attachment_links(attachment_obj)
     update_attachment_file_type(attachment_obj)
   end
 
+  def fetch_attachment_links(attachment_obj)
+    fetch_story_link(attachment_obj) if attachment_obj.file_type == 'story_mention'
+    fetch_ig_story_link(attachment_obj) if attachment_obj.file_type == 'ig_story'
+    fetch_ig_post_link(attachment_obj) if attachment_obj.file_type == 'ig_post'
+  end
+
   def attach_file(attachment, file_url)
     attachment_file = Down.download(
       file_url
@@ -21,13 +37,17 @@ class Messages::Messenger::MessageBuilder
       filename: attachment_file.original_filename,
       content_type: attachment_file.content_type
     )
+    # The Attachment row is saved before the blob is attached, so the
+    # after_create_commit broadcast bails on `file.attached?`. Re-fire here
+    # for audio so the bubble updates without waiting on transcription.
+    attachment.message&.reload&.send_update_event if attachment.file_type.to_sym == :audio
   end
 
   def attachment_params(attachment)
-    file_type = attachment['type'].to_sym
+    file_type = normalize_file_type(attachment['type'])
     params = { file_type: file_type, account_id: @message.account_id }
 
-    if [:image, :file, :audio, :video, :share, :story_mention, :ig_reel].include? file_type
+    if [:image, :file, :audio, :video, :share, :story_mention, :ig_reel, :ig_post, :ig_story].include? file_type
       params.merge!(file_type_params(attachment))
     elsif file_type == :location
       params.merge!(location_params(attachment))
@@ -39,9 +59,17 @@ class Messages::Messenger::MessageBuilder
   end
 
   def file_type_params(attachment)
+    # Handle different URL field names for different attachment types
+    url = case attachment['type'].to_sym
+          when :ig_story
+            attachment['payload']['story_media_url']
+          else
+            attachment['payload']['url']
+          end
+
     {
-      external_url: attachment['payload']['url'],
-      remote_file_url: attachment['payload']['url']
+      external_url: url,
+      remote_file_url: url
     }
   end
 
@@ -68,26 +96,58 @@ class Messages::Messenger::MessageBuilder
     message.save!
   end
 
-  def get_story_object_from_source_id(source_id)
-    k = Koala::Facebook::API.new(@inbox.channel.page_access_token) if @inbox.facebook?
-    k.get_object(source_id, fields: %w[story from]) || {}
-  rescue Koala::Facebook::AuthenticationError
-    @inbox.channel.authorization_error!
-    raise
-  rescue Koala::Facebook::ClientError => e
-    # The exception occurs when we are trying fetch the deleted story or blocked story.
-    @message.attachments.destroy_all
-    @message.update(content: I18n.t('conversations.messages.instagram_deleted_story_content'))
-    Rails.logger.error e
-    {}
-  rescue StandardError => e
-    ChatwootExceptionTracker.new(e, account: @inbox.account).capture_exception
+  def fetch_ig_story_link(attachment)
+    message = attachment.message
+    # For ig_story, we don't have the same API call as story_mention, so we'll set it up similarly but with generic content
+    message.content_attributes[:image_type] = 'ig_story'
+    message.content = I18n.t('conversations.messages.instagram_shared_story_content')
+    message.save!
+  end
+
+  def fetch_ig_post_link(attachment)
+    message = attachment.message
+    message.content_attributes[:image_type] = 'ig_post'
+    message.content = I18n.t('conversations.messages.instagram_shared_post_content')
+    message.save!
+  end
+
+  # This is a placeholder method to be overridden by child classes
+  def get_story_object_from_source_id(_source_id)
     {}
   end
 
   private
 
+  # Facebook may send attachment types that don't directly match our file_type enum.
+  # Map known aliases to their canonical enum values.
+  FACEBOOK_FILE_TYPE_MAP = { reel: :ig_reel, sticker: :image }.freeze
+
+  def normalize_file_type(type)
+    sym = type.to_sym
+    FACEBOOK_FILE_TYPE_MAP.fetch(sym, sym)
+  end
+
+  def duplicate_sticker?(attachment, url)
+    return false unless attachment['type'].to_sym == :sticker
+    return false if url.blank?
+
+    @message.attachments.any? { |existing| existing.external_url == url }
+  end
+
+  # Facebook sends reel URLs as webpage links (facebook.com/reel/...) rather than
+  # direct video URLs. Downloading these yields HTML, not video content.
+  def facebook_reel?(attachment)
+    attachment['type'].to_sym == :reel
+  end
+
+  def update_facebook_reel_content(attachment)
+    url = attachment.dig('payload', 'url')
+    return if url.blank?
+
+    @message.update!(content: url) if @message.content.blank?
+  end
+
   def unsupported_file_type?(attachment_type)
-    [:template, :unsupported_type].include? attachment_type.to_sym
+    [:template, :unsupported_type, :ephemeral].include? attachment_type.to_sym
   end
 end

app/builders/notification_builder.rb

@@ -25,6 +25,10 @@ class NotificationBuilder
   def build_notification
     # Create conversation_creation notification only if user is subscribed to it
     return if notification_type == 'conversation_creation' && !user_subscribed_to_notification?
+    # skip notifications for blocked conversations except for user mentions
+    return if primary_actor.contact.blocked? && notification_type != 'conversation_mention'
+    # respect conversation access (inbox/team membership and custom-role permissions)
+    return unless user_can_access_conversation?
 
     user.notifications.create!(
       notification_type: notification_type,
@@ -34,4 +38,17 @@ class NotificationBuilder
       secondary_actor: secondary_actor || current_user
     )
   end
+
+  def user_can_access_conversation?
+    conversation = primary_actor.is_a?(Conversation) ? primary_actor : primary_actor.try(:conversation)
+    return true if conversation.blank?
+
+    account_user = AccountUser.find_by(account_id: account.id, user_id: user.id)
+    return false if account_user.blank?
+
+    ConversationPolicy.new(
+      { user: user, account: account, account_user: account_user },
+      conversation
+    ).show?
+  end
 end

app/builders/v2/report_builder.rb

@@ -1,6 +1,7 @@
 class V2::ReportBuilder
   include DateRangeHelper
   include ReportHelper
+
   attr_reader :account, :params
 
   DEFAULT_GROUP_BY = 'day'.freeze

app/builders/v2/reports/agent_summary_builder.rb

@@ -2,52 +2,34 @@ class V2::Reports::AgentSummaryBuilder < V2::Reports::BaseSummaryBuilder
   pattr_initialize [:account!, :params!]
 
   def build
-    set_grouped_conversations_count
-    set_grouped_avg_reply_time
-    set_grouped_avg_first_response_time
-    set_grouped_avg_resolution_time
+    load_data
     prepare_report
   end
 
   private
 
-  def set_grouped_conversations_count
-    @grouped_conversations_count = Current.account.conversations.where(created_at: range).group('assignee_id').count
+  attr_reader :conversations_count, :resolved_count,
+              :avg_resolution_time, :avg_first_response_time, :avg_reply_time
+
+  def prepare_report
+    account.account_users.map do |account_user|
+      build_agent_stats(account_user)
+    end
   end
 
-  def set_grouped_avg_resolution_time
-    @grouped_avg_resolution_time = get_grouped_average(reporting_events.where(name: 'conversation_resolved'))
-  end
-
-  def set_grouped_avg_first_response_time
-    @grouped_avg_first_response_time = get_grouped_average(reporting_events.where(name: 'first_response'))
-  end
-
-  def set_grouped_avg_reply_time
-    @grouped_avg_reply_time = get_grouped_average(reporting_events.where(name: 'reply_time'))
+  def build_agent_stats(account_user)
+    user_id = account_user.user_id
+    {
+      id: user_id,
+      conversations_count: conversations_count[user_id] || 0,
+      resolved_conversations_count: resolved_count[user_id] || 0,
+      avg_resolution_time: avg_resolution_time[user_id],
+      avg_first_response_time: avg_first_response_time[user_id],
+      avg_reply_time: avg_reply_time[user_id]
+    }
   end
 
   def group_by_key
     :user_id
   end
-
-  def reporting_events
-    @reporting_events ||= Current.account.reporting_events.where(created_at: range)
-  end
-
-  def prepare_report
-    account.account_users.each_with_object([]) do |account_user, arr|
-      arr << {
-        id: account_user.user_id,
-        conversations_count: @grouped_conversations_count[account_user.user_id],
-        avg_resolution_time: @grouped_avg_resolution_time[account_user.user_id],
-        avg_first_response_time: @grouped_avg_first_response_time[account_user.user_id],
-        avg_reply_time: @grouped_avg_reply_time[account_user.user_id]
-      }
-    end
-  end
-
-  def average_value_key
-    ActiveModel::Type::Boolean.new.cast(params[:business_hours]).present? ? :value_in_business_hours : :value
-  end
 end

app/builders/v2/reports/base_summary_builder.rb

@@ -1,17 +1,51 @@
 class V2::Reports::BaseSummaryBuilder
   include DateRangeHelper
 
+  def build
+    load_data
+    prepare_report
+  end
+
   private
 
+  def load_data
+    results = data_source.summary
+
+    @conversations_count = results.transform_values { |data| data[:conversations_count] }
+    @resolved_count = results.transform_values { |data| data[:resolved_conversations_count] }
+    @avg_resolution_time = results.transform_values { |data| data[:avg_resolution_time] }
+    @avg_first_response_time = results.transform_values { |data| data[:avg_first_response_time] }
+    @avg_reply_time = results.transform_values { |data| data[:avg_reply_time] }
+  end
+
   def group_by_key
     # Override this method
   end
 
-  def get_grouped_average(events)
-    events.group(group_by_key).average(average_value_key)
+  def prepare_report
+    # Override this method
   end
 
-  def average_value_key
-    params[:business_hours].present? ? :value_in_business_hours : :value
+  def data_source
+    @data_source ||= Reports::DataSource.for(
+      account: account,
+      metric: nil,
+      dimension_type: summary_dimension_type,
+      dimension_id: nil,
+      scope: nil,
+      range: range,
+      group_by: 'day',
+      timezone_offset: params[:timezone_offset],
+      business_hours: params[:business_hours]
+    )
+  end
+
+  def summary_dimension_type
+    {
+      'account_id' => 'account',
+      'user_id' => 'agent',
+      'inbox_id' => 'inbox',
+      'conversations.team_id' => 'team'
+    }.fetch(group_by_key.to_s)
   end
 end

app/builders/v2/reports/bot_metrics_builder.rb

@@ -31,13 +31,24 @@ class V2::Reports::BotMetricsBuilder
   end
 
   def bot_resolutions_count
-    account.reporting_events.joins(:conversation).select(:conversation_id).where(account_id: account.id, name: :conversation_bot_resolved,
-                                                                                 created_at: range).distinct.count
+    # Exclude conversations that also had a handoff in the same range — handoff wins
+    account.reporting_events.joins(:conversation).select(:conversation_id)
+           .where(account_id: account.id, name: :conversation_bot_resolved, created_at: range)
+           .where.not(conversation_id: bot_handoff_conversation_ids_subquery)
+           .distinct.count
   end
 
   def bot_handoffs_count
-    account.reporting_events.joins(:conversation).select(:conversation_id).where(account_id: account.id, name: :conversation_bot_handoff,
-                                                                                 created_at: range).distinct.count
+    account.reporting_events.joins(:conversation).select(:conversation_id)
+           .where(account_id: account.id, name: :conversation_bot_handoff, created_at: range)
+           .distinct.count
+  end
+
+  def bot_handoff_conversation_ids_subquery
+    account.reporting_events
+           .where(name: :conversation_bot_handoff, created_at: range)
+           .where.not(conversation_id: nil)
+           .select(:conversation_id)
   end
 
   def bot_resolution_rate

app/builders/v2/reports/channel_summary_builder.rb

@@ -0,0 +1,38 @@
+class V2::Reports::ChannelSummaryBuilder
+  include DateRangeHelper
+
+  pattr_initialize [:account!, :params!]
+
+  def build
+    conversations_by_channel_and_status.transform_values { |status_counts| build_channel_stats(status_counts) }
+  end
+
+  private
+
+  def conversations_by_channel_and_status
+    account.conversations
+           .joins(:inbox)
+           .where(created_at: range)
+           .group('inboxes.channel_type', 'conversations.status')
+           .count
+           .each_with_object({}) do |((channel_type, status), count), grouped|
+      grouped[channel_type] ||= {}
+      grouped[channel_type][status] = count
+    end
+  end
+
+  def build_channel_stats(status_counts)
+    open_count = status_counts['open'] || 0
+    resolved_count = status_counts['resolved'] || 0
+    pending_count = status_counts['pending'] || 0
+    snoozed_count = status_counts['snoozed'] || 0
+
+    {
+      open: open_count,
+      resolved: resolved_count,
+      pending: pending_count,
+      snoozed: snoozed_count,
+      total: open_count + resolved_count + pending_count + snoozed_count
+    }
+  end
+end

app/builders/v2/reports/conversations/base_report_builder.rb

@@ -3,23 +3,10 @@ class V2::Reports::Conversations::BaseReportBuilder
 
   private
 
-  AVG_METRICS = %w[avg_first_response_time avg_resolution_time reply_time].freeze
-  COUNT_METRICS = %w[
-    conversations_count
-    incoming_messages_count
-    outgoing_messages_count
-    resolutions_count
-    bot_resolutions_count
-    bot_handoffs_count
-  ].freeze
-
   def builder_class(metric)
-    case metric
-    when *AVG_METRICS
-      V2::Reports::Timeseries::AverageReportBuilder
-    when *COUNT_METRICS
-      V2::Reports::Timeseries::CountReportBuilder
-    end
+    return unless Reports::ReportMetricRegistry.supported?(metric)
+
+    V2::Reports::Timeseries::ReportBuilder
   end
 
   def log_invalid_metric

app/builders/v2/reports/drilldown_builder.rb

@@ -0,0 +1,213 @@
+class V2::Reports::DrilldownBuilder
+  include DateRangeHelper
+  include TimezoneHelper
+
+  DEFAULT_GROUP_BY = 'day'.freeze
+  DEFAULT_PAGE = 1
+  DEFAULT_PER_PAGE = 25
+  MAX_PER_PAGE = 100
+  SUPPORTED_GROUP_BY = %w[hour day week month year].freeze
+  SUPPORTED_DIMENSION_TYPES = %w[account inbox agent label team].freeze
+  MESSAGE_METRICS = {
+    'incoming_messages_count' => :incoming,
+    'outgoing_messages_count' => :outgoing
+  }.freeze
+  MESSAGE_EVENT_METRICS = %w[avg_first_response_time reply_time].freeze
+
+  pattr_initialize :account, :params
+
+  def self.supported_dimension_type?(type) = SUPPORTED_DIMENSION_TYPES.include?((type.presence || 'account').to_s)
+
+  def build
+    records = paginated_records.to_a
+    { meta: meta, payload: records.map { |record| record_serializer(records).serialize(record) } }
+  end
+
+  private
+
+  def meta
+    {
+      metric: metric,
+      record_type: record_type,
+      bucket: {
+        since: bucket_range.begin.to_i,
+        until: bucket_range.end.to_i
+      },
+      current_page: current_page,
+      per_page: per_page,
+      total_count: paginated_records.total_count,
+      conversation_count: conversation_count
+    }
+  end
+
+  def conversation_count
+    return paginated_records.total_count if conversation_metric?
+
+    drilldown_scope.except(:includes).reorder(nil).distinct.count(:conversation_id)
+  end
+
+  def paginated_records
+    @paginated_records ||= drilldown_scope.page(current_page).per(per_page)
+  end
+
+  def drilldown_scope
+    if message_metric?
+      message_scope
+    elsif conversation_metric?
+      conversation_scope
+    else
+      reporting_event_scope
+    end
+  end
+
+  def message_scope
+    scope.messages
+         .where(account_id: account.id, created_at: bucket_range)
+         .public_send(MESSAGE_METRICS.fetch(metric))
+         .includes(:sender, conversation: [:assignee, :contact, :inbox])
+         .reorder(created_at: :desc)
+  end
+
+  def conversation_scope
+    scope.conversations
+         .where(account_id: account.id, created_at: bucket_range)
+         .includes(:assignee, :contact, :inbox)
+         .order(created_at: :desc)
+  end
+
+  def reporting_event_scope
+    events = scope.reporting_events
+                  .where(account_id: account.id, name: raw_event_name, created_at: bucket_range)
+                  .includes(:user, :inbox, conversation: [:assignee, :contact, :inbox])
+                  .order(created_at: :desc)
+
+    if raw_count_strategy == :exclude_bot_handoffs
+      events = events.where.not(conversation_id: bot_handoff_conversation_ids_subquery)
+    elsif raw_count_strategy == :distinct_conversation
+      events = events.where(id: distinct_conversation_event_ids(events))
+    end
+
+    events
+  end
+
+  def bot_handoff_conversation_ids_subquery
+    scope.reporting_events
+         .where(account_id: account.id, name: :conversation_bot_handoff, created_at: range)
+         .where.not(conversation_id: nil)
+         .select(:conversation_id)
+  end
+
+  def distinct_conversation_event_ids(events)
+    events.reorder(nil)
+          .where.not(conversation_id: nil)
+          .select('MAX(reporting_events.id)')
+          .group(:conversation_id)
+  end
+
+  def record_serializer(records)
+    @record_serializer ||= V2::Reports::DrilldownRecordSerializer.new(
+      account,
+      metric,
+      use_business_hours?,
+      records
+    )
+  end
+
+  def bucket_range
+    @bucket_range ||= begin
+      bucket_start = Time.zone.at(params[:bucket_timestamp].to_i).in_time_zone(timezone)
+      bucket_end = bucket_end_for(bucket_start)
+      requested_start = Time.zone.at(params[:since].to_i)
+      requested_end = Time.zone.at(params[:until].to_i)
+
+      [bucket_start, requested_start].max...[bucket_end, requested_end].min
+    end
+  end
+
+  def bucket_end_for(bucket_start)
+    {
+      'hour' => bucket_start + 1.hour,
+      'day' => bucket_start + 1.day,
+      'week' => bucket_start + 1.week,
+      'month' => bucket_start + 1.month,
+      'year' => bucket_start + 1.year
+    }.fetch(group_by)
+  end
+
+  def scope
+    case dimension_type
+    when 'account' then account
+    when 'inbox' then inbox
+    when 'agent' then user
+    when 'label' then label
+    when 'team' then team
+    else
+      raise ArgumentError, "Unsupported drilldown dimension type: #{dimension_type}"
+    end
+  end
+
+  def inbox = @inbox ||= account.inboxes.find(params[:id])
+
+  def user = @user ||= account.users.find(params[:id])
+
+  def label = @label ||= account.labels.find(params[:id])
+
+  def team = @team ||= account.teams.find(params[:id])
+
+  def metric
+    params[:metric].to_s
+  end
+
+  def report_metric
+    @report_metric ||= Reports::ReportMetricRegistry.fetch(metric)
+  end
+
+  def raw_event_name
+    report_metric&.raw_event_name
+  end
+
+  def raw_count_strategy
+    report_metric&.raw_count_strategy
+  end
+
+  def record_type
+    return 'message' if message_metric? || MESSAGE_EVENT_METRICS.include?(metric)
+
+    'conversation'
+  end
+
+  def message_metric?
+    MESSAGE_METRICS.key?(metric)
+  end
+
+  def conversation_metric?
+    metric == 'conversations_count'
+  end
+
+  def dimension_type
+    (params[:type].presence || 'account').to_s
+  end
+
+  def group_by
+    @group_by ||= SUPPORTED_GROUP_BY.include?(params[:group_by].to_s) ? params[:group_by].to_s : DEFAULT_GROUP_BY
+  end
+
+  def timezone
+    @timezone ||= timezone_name_from_offset(params[:timezone_offset])
+  end
+
+  def current_page
+    [params[:page].to_i, DEFAULT_PAGE].max
+  end
+
+  def per_page
+    requested_per_page = params[:per_page].to_i
+    requested_per_page = DEFAULT_PER_PAGE if requested_per_page <= 0
+
+    [requested_per_page, MAX_PER_PAGE].min
+  end
+
+  def use_business_hours?
+    ActiveModel::Type::Boolean.new.cast(params[:business_hours])
+  end
+end

app/builders/v2/reports/drilldown_record_serializer.rb

@@ -0,0 +1,199 @@
+class V2::Reports::DrilldownRecordSerializer
+  MESSAGE_EVENT_METRICS = %w[avg_first_response_time reply_time].freeze
+
+  attr_reader :account, :metric, :use_business_hours, :records
+
+  def initialize(account, metric, use_business_hours, records = [])
+    @account = account
+    @metric = metric
+    @use_business_hours = use_business_hours
+    @records = records
+  end
+
+  def serialize(record)
+    return serialize_message(record) if record.is_a?(Message)
+    return serialize_conversation_event(record) if record.is_a?(ReportingEvent)
+
+    serialize_conversation(record)
+  end
+
+  private
+
+  def serialize_message(message, metric_value: nil, occurred_at: nil)
+    {
+      record_type: 'message',
+      conversation: conversation_attributes(message.conversation),
+      message: message_attributes(message),
+      metric_value: metric_value,
+      occurred_at: (occurred_at || message.created_at).to_i
+    }
+  end
+
+  def serialize_conversation_event(event)
+    inferred_message = inferred_message_for(event)
+    if inferred_message.present?
+      return serialize_message(
+        inferred_message,
+        metric_value: event_metric_value(event),
+        occurred_at: event_timestamp(event)
+      )
+    end
+
+    serialize_conversation(
+      event.conversation,
+      metric_value: event_metric_value(event),
+      occurred_at: event_timestamp(event),
+      event_name: event.name
+    )
+  end
+
+  def serialize_conversation(conversation, metric_value: nil, occurred_at: nil, event_name: nil)
+    serialized_record = {
+      record_type: 'conversation',
+      conversation: conversation_attributes(conversation),
+      message: nil,
+      metric_value: metric_value,
+      occurred_at: (occurred_at || conversation&.created_at)&.to_i
+    }
+    serialized_record[:event_name] = event_name if event_name.present?
+    serialized_record
+  end
+
+  def conversation_attributes(conversation)
+    return {} if conversation.blank?
+
+    {
+      id: conversation.id,
+      display_id: conversation.display_id,
+      contact_id: conversation.contact_id,
+      contact_name: conversation.contact&.name,
+      inbox_id: conversation.inbox_id,
+      inbox_name: conversation.inbox&.name,
+      assignee_id: conversation.assignee_id,
+      assignee_name: conversation.assignee&.name,
+      status: conversation.status,
+      created_at: conversation.created_at.to_i,
+      last_activity_at: conversation.last_activity_at.to_i,
+      last_message: last_message_attributes(conversation)
+    }
+  end
+
+  def message_attributes(message)
+    {
+      id: message.id,
+      content: message.content,
+      message_type: message.message_type,
+      sender_name: message.sender&.try(:name),
+      created_at: message.created_at.to_i
+    }
+  end
+
+  def last_message_attributes(conversation)
+    message = latest_messages_by_conversation_id[conversation.id]
+    return if message.blank?
+
+    message_attributes(message)
+  end
+
+  def inferred_message_for(event)
+    return unless MESSAGE_EVENT_METRICS.include?(metric)
+    return if event.conversation.blank? || event.event_end_time.blank?
+
+    inferred_messages_by_event_id[event.id]
+  end
+
+  def first_response_event_with_user?(event)
+    metric == 'avg_first_response_time' && event.user_id.present?
+  end
+
+  def message_inference_range(event)
+    (event.event_end_time - 1.second)..(event.event_end_time + 1.second)
+  end
+
+  def event_metric_value(event)
+    use_business_hours ? event.value_in_business_hours : event.value
+  end
+
+  def event_timestamp(event)
+    event.event_end_time || event.created_at
+  end
+
+  def latest_messages_by_conversation_id
+    @latest_messages_by_conversation_id ||= if conversation_ids.blank?
+                                              {}
+                                            else
+                                              latest_messages.index_by(&:conversation_id)
+                                            end
+  end
+
+  def latest_messages
+    Message
+      .where(account_id: account.id, conversation_id: conversation_ids)
+      .where.not(message_type: :activity)
+      .select('DISTINCT ON (messages.conversation_id) messages.*')
+      .reorder(Arel.sql('messages.conversation_id, messages.created_at DESC, messages.id DESC'))
+      .includes(:sender)
+  end
+
+  def inferred_messages_by_event_id
+    @inferred_messages_by_event_id ||= inference_events.each_with_object({}) do |event, messages_by_event_id|
+      messages_by_event_id[event.id] = inferred_message_candidates.find do |message|
+        message_matches_event?(message, event)
+      end
+    end
+  end
+
+  def inferred_message_candidates
+    @inferred_message_candidates ||= if inference_events.blank?
+                                       []
+                                     else
+                                       inferred_messages.to_a
+                                     end
+  end
+
+  def inferred_messages
+    Message
+      .where(account_id: account.id, conversation_id: inference_events.map(&:conversation_id).uniq)
+      .where(created_at: inference_time_range)
+      .where(message_type: %i[outgoing template])
+      .includes(:sender)
+      .reorder(created_at: :desc, id: :desc)
+  end
+
+  def message_matches_event?(message, event)
+    message.conversation_id == event.conversation_id &&
+      message.created_at.between?(
+        message_inference_range(event).begin,
+        message_inference_range(event).end
+      ) &&
+      message_sender_matches_event?(message, event)
+  end
+
+  def message_sender_matches_event?(message, event)
+    return true unless first_response_event_with_user?(event)
+
+    message.sender_id == event.user_id && message.sender_type == 'User'
+  end
+
+  def inference_time_range
+    event_end_times = inference_events.map(&:event_end_time)
+
+    (event_end_times.min - 1.second)..(event_end_times.max + 1.second)
+  end
+
+  def inference_events
+    @inference_events ||= records.select do |record|
+      record.is_a?(ReportingEvent) && record.conversation_id.present? && record.event_end_time.present?
+    end
+  end
+
+  def conversation_ids
+    @conversation_ids ||= records.filter_map { |record| conversation_id_for(record) }.uniq
+  end
+
+  def conversation_id_for(record)
+    return record.conversation_id if record.is_a?(Message) || record.is_a?(ReportingEvent)
+
+    record.id
+  end
+end

app/builders/v2/reports/first_response_time_distribution_builder.rb

@@ -0,0 +1,68 @@
+class V2::Reports::FirstResponseTimeDistributionBuilder
+  include DateRangeHelper
+
+  attr_reader :account, :params
+
+  def initialize(account:, params:)
+    @account = account
+    @params = params
+  end
+
+  def build
+    build_distribution
+  end
+
+  private
+
+  def build_distribution
+    results = fetch_aggregated_counts
+    map_to_channel_types(results)
+  end
+
+  def fetch_aggregated_counts
+    ReportingEvent
+      .where(account_id: account.id, name: 'first_response')
+      .where(range_condition)
+      .group(:inbox_id)
+      .select(
+        :inbox_id,
+        bucket_case_statements
+      )
+  end
+
+  def bucket_case_statements
+    <<~SQL.squish
+      COUNT(CASE WHEN value < 3600 THEN 1 END) AS bucket_0_1h,
+      COUNT(CASE WHEN value >= 3600 AND value < 14400 THEN 1 END) AS bucket_1_4h,
+      COUNT(CASE WHEN value >= 14400 AND value < 28800 THEN 1 END) AS bucket_4_8h,
+      COUNT(CASE WHEN value >= 28800 AND value < 86400 THEN 1 END) AS bucket_8_24h,
+      COUNT(CASE WHEN value >= 86400 THEN 1 END) AS bucket_24h_plus
+    SQL
+  end
+
+  def range_condition
+    range.present? ? { created_at: range } : {}
+  end
+
+  def inbox_channel_types
+    @inbox_channel_types ||= account.inboxes.pluck(:id, :channel_type).to_h
+  end
+
+  def map_to_channel_types(results)
+    results.each_with_object({}) do |row, hash|
+      channel_type = inbox_channel_types[row.inbox_id]
+      next unless channel_type
+
+      hash[channel_type] ||= empty_buckets
+      hash[channel_type]['0-1h'] += row.bucket_0_1h
+      hash[channel_type]['1-4h'] += row.bucket_1_4h
+      hash[channel_type]['4-8h'] += row.bucket_4_8h
+      hash[channel_type]['8-24h'] += row.bucket_8_24h
+      hash[channel_type]['24h+'] += row.bucket_24h_plus
+    end
+  end
+
+  def empty_buckets
+    { '0-1h' => 0, '1-4h' => 0, '4-8h' => 0, '8-24h' => 0, '24h+' => 0 }
+  end
+end

app/builders/v2/reports/inbox_label_matrix_builder.rb

@@ -0,0 +1,65 @@
+class V2::Reports::InboxLabelMatrixBuilder
+  include DateRangeHelper
+
+  attr_reader :account, :params
+
+  def initialize(account:, params:)
+    @account = account
+    @params = params
+  end
+
+  def build
+    {
+      inboxes: filtered_inboxes.map { |inbox| { id: inbox.id, name: inbox.name } },
+      labels: filtered_labels.map { |label| { id: label.id, title: label.title } },
+      matrix: build_matrix
+    }
+  end
+
+  private
+
+  def filtered_inboxes
+    @filtered_inboxes ||= begin
+      inboxes = account.inboxes
+      inboxes = inboxes.where(id: params[:inbox_ids]) if params[:inbox_ids].present?
+      inboxes.order(:name).to_a
+    end
+  end
+
+  def filtered_labels
+    @filtered_labels ||= begin
+      labels = account.labels
+      labels = labels.where(id: params[:label_ids]) if params[:label_ids].present?
+      labels.order(:title).to_a
+    end
+  end
+
+  def conversation_filter
+    filter = { account_id: account.id }
+    filter[:created_at] = range if range.present?
+    filter[:inbox_id] = params[:inbox_ids] if params[:inbox_ids].present?
+    filter
+  end
+
+  def fetch_grouped_counts
+    label_names = filtered_labels.map(&:title)
+    return {} if label_names.empty?
+
+    ActsAsTaggableOn::Tagging
+      .joins('INNER JOIN conversations ON taggings.taggable_id = conversations.id')
+      .joins('INNER JOIN tags ON taggings.tag_id = tags.id')
+      .where(taggable_type: 'Conversation', context: 'labels', conversations: conversation_filter)
+      .where(tags: { name: label_names })
+      .group('conversations.inbox_id', 'tags.name')
+      .count
+  end
+
+  def build_matrix
+    counts = fetch_grouped_counts
+    filtered_inboxes.map do |inbox|
+      filtered_labels.map do |label|
+        counts[[inbox.id, label.title]] || 0
+      end
+    end
+  end
+end

app/builders/v2/reports/inbox_summary_builder.rb

@@ -0,0 +1,34 @@
+class V2::Reports::InboxSummaryBuilder < V2::Reports::BaseSummaryBuilder
+  pattr_initialize [:account!, :params!]
+
+  def build
+    load_data
+    prepare_report
+  end
+
+  private
+
+  attr_reader :conversations_count, :resolved_count,
+              :avg_resolution_time, :avg_first_response_time, :avg_reply_time
+
+  def prepare_report
+    account.inboxes.map do |inbox|
+      build_inbox_stats(inbox)
+    end
+  end
+
+  def build_inbox_stats(inbox)
+    {
+      id: inbox.id,
+      conversations_count: conversations_count[inbox.id] || 0,
+      resolved_conversations_count: resolved_count[inbox.id] || 0,
+      avg_resolution_time: avg_resolution_time[inbox.id],
+      avg_first_response_time: avg_first_response_time[inbox.id],
+      avg_reply_time: avg_reply_time[inbox.id]
+    }
+  end
+
+  def group_by_key
+    :inbox_id
+  end
+end

app/builders/v2/reports/label_summary_builder.rb

@@ -0,0 +1,112 @@
+class V2::Reports::LabelSummaryBuilder < V2::Reports::BaseSummaryBuilder
+  attr_reader :account, :params
+
+  # rubocop:disable Lint/MissingSuper
+  # the parent class has no initialize
+  def initialize(account:, params:)
+    @account = account
+    @params = params
+
+    timezone_offset = (params[:timezone_offset] || 0).to_f
+    @timezone = ActiveSupport::TimeZone[timezone_offset]&.name
+  end
+  # rubocop:enable Lint/MissingSuper
+
+  def build
+    labels = account.labels.to_a
+    return [] if labels.empty?
+
+    report_data = collect_report_data
+    labels.map { |label| build_label_report(label, report_data) }
+  end
+
+  private
+
+  def collect_report_data
+    conversation_filter = build_conversation_filter
+    use_business_hours = use_business_hours?
+
+    {
+      conversation_counts: fetch_conversation_counts(conversation_filter),
+      resolved_counts: fetch_resolved_counts,
+      resolution_metrics: fetch_metrics(conversation_filter, 'conversation_resolved', use_business_hours),
+      first_response_metrics: fetch_metrics(conversation_filter, 'first_response', use_business_hours),
+      reply_metrics: fetch_metrics(conversation_filter, 'reply_time', use_business_hours)
+    }
+  end
+
+  def build_label_report(label, report_data)
+    {
+      id: label.id,
+      name: label.title,
+      conversations_count: report_data[:conversation_counts][label.title] || 0,
+      avg_resolution_time: report_data[:resolution_metrics][label.title] || 0,
+      avg_first_response_time: report_data[:first_response_metrics][label.title] || 0,
+      avg_reply_time: report_data[:reply_metrics][label.title] || 0,
+      resolved_conversations_count: report_data[:resolved_counts][label.title] || 0
+    }
+  end
+
+  def use_business_hours?
+    ActiveModel::Type::Boolean.new.cast(params[:business_hours])
+  end
+
+  def build_conversation_filter
+    conversation_filter = { account_id: account.id }
+    conversation_filter[:created_at] = range if range.present?
+
+    conversation_filter
+  end
+
+  def fetch_conversation_counts(conversation_filter)
+    fetch_counts(conversation_filter)
+  end
+
+  def fetch_resolved_counts
+    # Count resolution events, not conversations currently in resolved status
+    # Filter by reporting_event.created_at, not conversation.created_at
+    reporting_event_filter = { name: 'conversation_resolved', account_id: account.id }
+    reporting_event_filter[:created_at] = range if range.present?
+
+    ReportingEvent
+      .joins(conversation: { taggings: :tag })
+      .where(
+        reporting_event_filter.merge(
+          taggings: { taggable_type: 'Conversation', context: 'labels' }
+        )
+      )
+      .group('tags.name')
+      .count
+  end
+
+  def fetch_counts(conversation_filter)
+    ActsAsTaggableOn::Tagging
+      .joins('INNER JOIN conversations ON taggings.taggable_id = conversations.id')
+      .joins('INNER JOIN tags ON taggings.tag_id = tags.id')
+      .where(
+        taggable_type: 'Conversation',
+        context: 'labels',
+        conversations: conversation_filter
+      )
+      .select('tags.name, COUNT(taggings.*) AS count')
+      .group('tags.name')
+      .each_with_object({}) { |record, hash| hash[record.name] = record.count }
+  end
+
+  def fetch_metrics(conversation_filter, event_name, use_business_hours)
+    ReportingEvent
+      .joins(conversation: { taggings: :tag })
+      .where(
+        conversations: conversation_filter,
+        name: event_name,
+        taggings: { taggable_type: 'Conversation', context: 'labels' }
+      )
+      .group('tags.name')
+      .order('tags.name')
+      .select(
+        'tags.name',
+        use_business_hours ? 'AVG(reporting_events.value_in_business_hours) as avg_value' : 'AVG(reporting_events.value) as avg_value'
+      )
+      .each_with_object({}) { |record, hash| hash[record.name] = record.avg_value.to_f }
+  end
+end

app/builders/v2/reports/outgoing_messages_count_builder.rb

@@ -0,0 +1,79 @@
+class V2::Reports::OutgoingMessagesCountBuilder
+  include DateRangeHelper
+  attr_reader :account, :params
+
+  def initialize(account, params)
+    @account = account
+    @params = params
+  end
+
+  def build
+    send("build_by_#{params[:group_by]}")
+  end
+
+  private
+
+  def base_messages
+    account.messages.outgoing.unscope(:order).where(created_at: range)
+  end
+
+  def build_by_agent
+    counts = base_messages
+             .where(sender_type: 'User')
+             .where.not(sender_id: nil)
+             .group(:sender_id)
+             .count
+
+    user_names = account.users.where(id: counts.keys).index_by(&:id)
+
+    counts.map do |user_id, count|
+      user = user_names[user_id]
+      { id: user_id, name: user&.name, outgoing_messages_count: count }
+    end
+  end
+
+  def build_by_team
+    counts = base_messages
+             .joins('INNER JOIN conversations ON messages.conversation_id = conversations.id')
+             .where.not(conversations: { team_id: nil })
+             .group('conversations.team_id')
+             .count
+
+    team_names = account.teams.where(id: counts.keys).index_by(&:id)
+
+    counts.map do |team_id, count|
+      team = team_names[team_id]
+      { id: team_id, name: team&.name, outgoing_messages_count: count }
+    end
+  end
+
+  def build_by_inbox
+    counts = base_messages
+             .group(:inbox_id)
+             .count
+
+    inbox_names = account.inboxes.where(id: counts.keys).index_by(&:id)
+
+    counts.map do |inbox_id, count|
+      inbox = inbox_names[inbox_id]
+      { id: inbox_id, name: inbox&.name, outgoing_messages_count: count }
+    end
+  end
+
+  def build_by_label
+    counts = base_messages
+             .joins('INNER JOIN conversations ON messages.conversation_id = conversations.id')
+             .joins("INNER JOIN taggings ON taggings.taggable_id = conversations.id
+                     AND taggings.taggable_type = 'Conversation' AND taggings.context = 'labels'")
+             .joins('INNER JOIN tags ON tags.id = taggings.tag_id')
+             .group('tags.name')
+             .count
+
+    label_ids = account.labels.where(title: counts.keys).index_by(&:title)
+
+    counts.map do |label_name, count|
+      label = label_ids[label_name]
+      { id: label&.id, name: label_name, outgoing_messages_count: count }
+    end
+  end
+end

app/builders/v2/reports/team_summary_builder.rb

@@ -1,49 +1,29 @@
 class V2::Reports::TeamSummaryBuilder < V2::Reports::BaseSummaryBuilder
   pattr_initialize [:account!, :params!]
 
-  def build
-    set_grouped_conversations_count
-    set_grouped_avg_reply_time
-    set_grouped_avg_first_response_time
-    set_grouped_avg_resolution_time
-    prepare_report
-  end
-
   private
 
-  def set_grouped_conversations_count
-    @grouped_conversations_count = Current.account.conversations.where(created_at: range).group('team_id').count
+  attr_reader :conversations_count, :resolved_count,
+              :avg_resolution_time, :avg_first_response_time, :avg_reply_time
+
+  def prepare_report
+    account.teams.map do |team|
+      build_team_stats(team)
+    end
   end
 
-  def set_grouped_avg_resolution_time
-    @grouped_avg_resolution_time = get_grouped_average(reporting_events.where(name: 'conversation_resolved'))
-  end
-
-  def set_grouped_avg_first_response_time
-    @grouped_avg_first_response_time = get_grouped_average(reporting_events.where(name: 'first_response'))
-  end
-
-  def set_grouped_avg_reply_time
-    @grouped_avg_reply_time = get_grouped_average(reporting_events.where(name: 'reply_time'))
-  end
-
-  def reporting_events
-    @reporting_events ||= Current.account.reporting_events.where(created_at: range).joins(:conversation)
+  def build_team_stats(team)
+    {
+      id: team.id,
+      conversations_count: conversations_count[team.id] || 0,
+      resolved_conversations_count: resolved_count[team.id] || 0,
+      avg_resolution_time: avg_resolution_time[team.id],
+      avg_first_response_time: avg_first_response_time[team.id],
+      avg_reply_time: avg_reply_time[team.id]
+    }
   end
 
   def group_by_key
     'conversations.team_id'
   end
-
-  def prepare_report
-    account.teams.each_with_object([]) do |team, arr|
-      arr << {
-        id: team.id,
-        conversations_count: @grouped_conversations_count[team.id],
-        avg_resolution_time: @grouped_avg_resolution_time[team.id],
-        avg_first_response_time: @grouped_avg_first_response_time[team.id],
-        avg_reply_time: @grouped_avg_reply_time[team.id]
-      }
-    end
-  end
 end

app/builders/v2/reports/timeseries/average_report_builder.rb

@@ -1,48 +0,0 @@
-class V2::Reports::Timeseries::AverageReportBuilder < V2::Reports::Timeseries::BaseTimeseriesBuilder
-  def timeseries
-    grouped_average_time = reporting_events.average(average_value_key)
-    grouped_event_count = reporting_events.count
-    grouped_average_time.each_with_object([]) do |element, arr|
-      event_date, average_time = element
-      arr << {
-        value: average_time,
-        timestamp: event_date.in_time_zone(timezone).to_i,
-        count: grouped_event_count[event_date]
-      }
-    end
-  end
-
-  def aggregate_value
-    object_scope.average(average_value_key)
-  end
-
-  private
-
-  def event_name
-    metric_to_event_name = {
-      avg_first_response_time: :first_response,
-      avg_resolution_time: :conversation_resolved,
-      reply_time: :reply_time
-    }
-    metric_to_event_name[params[:metric].to_sym]
-  end
-
-  def object_scope
-    scope.reporting_events.where(name: event_name, created_at: range)
-  end
-
-  def reporting_events
-    @grouped_values = object_scope.group_by_period(
-      group_by,
-      :created_at,
-      default_value: 0,
-      range: range,
-      permit: %w[day week month year hour],
-      time_zone: timezone
-    )
-  end
-
-  def average_value_key
-    @average_value_key ||= params[:business_hours].present? ? :value_in_business_hours : :value
-  end
-end

app/builders/v2/reports/timeseries/base_timeseries_builder.rb

@@ -1,12 +1,13 @@
 class V2::Reports::Timeseries::BaseTimeseriesBuilder
   include TimezoneHelper
   include DateRangeHelper
+
   DEFAULT_GROUP_BY = 'day'.freeze
 
   pattr_initialize :account, :params
 
   def scope
-    case params[:type].to_sym
+    case dimension_type.to_sym
     when :account
       account
     when :inbox
@@ -20,6 +21,20 @@ class V2::Reports::Timeseries::BaseTimeseriesBuilder
     end
   end
 
+  def data_source
+    @data_source ||= Reports::DataSource.for(
+      account: account,
+      metric: params[:metric],
+      dimension_type: dimension_type,
+      dimension_id: params[:id],
+      scope: scope,
+      range: range,
+      group_by: group_by,
+      timezone_offset: params[:timezone_offset],
+      business_hours: params[:business_hours]
+    )
+  end
+
   def inbox
     @inbox ||= account.inboxes.find(params[:id])
   end
@@ -43,4 +58,10 @@ class V2::Reports::Timeseries::BaseTimeseriesBuilder
   def timezone
     @timezone ||= timezone_name_from_offset(params[:timezone_offset])
   end
+
+  private
+
+  def dimension_type
+    (params[:type].presence || 'account').to_s
+  end
 end

app/builders/v2/reports/timeseries/count_report_builder.rb

@@ -1,71 +0,0 @@
-class V2::Reports::Timeseries::CountReportBuilder < V2::Reports::Timeseries::BaseTimeseriesBuilder
-  def timeseries
-    grouped_count.each_with_object([]) do |element, arr|
-      event_date, event_count = element
-
-      # The `event_date` is in Date format (without time), such as "Wed, 15 May 2024".
-      # We need a timestamp for the start of the day. However, we can't use `event_date.to_time.to_i`
-      # because it converts the date to 12:00 AM server timezone.
-      # The desired output should be 12:00 AM in the specified timezone.
-      arr << { value: event_count, timestamp: event_date.in_time_zone(timezone).to_i }
-    end
-  end
-
-  def aggregate_value
-    object_scope.count
-  end
-
-  private
-
-  def metric
-    @metric ||= params[:metric]
-  end
-
-  def object_scope
-    send("scope_for_#{metric}")
-  end
-
-  def scope_for_conversations_count
-    scope.conversations.where(account_id: account.id, created_at: range)
-  end
-
-  def scope_for_incoming_messages_count
-    scope.messages.where(account_id: account.id, created_at: range).incoming.unscope(:order)
-  end
-
-  def scope_for_outgoing_messages_count
-    scope.messages.where(account_id: account.id, created_at: range).outgoing.unscope(:order)
-  end
-
-  def scope_for_resolutions_count
-    scope.reporting_events.joins(:conversation).select(:conversation_id).where(
-      name: :conversation_resolved,
-      conversations: { status: :resolved }, created_at: range
-    ).distinct
-  end
-
-  def scope_for_bot_resolutions_count
-    scope.reporting_events.joins(:conversation).select(:conversation_id).where(
-      name: :conversation_bot_resolved,
-      conversations: { status: :resolved }, created_at: range
-    ).distinct
-  end
-
-  def scope_for_bot_handoffs_count
-    scope.reporting_events.joins(:conversation).select(:conversation_id).where(
-      name: :conversation_bot_handoff,
-      created_at: range
-    ).distinct
-  end
-
-  def grouped_count
-    @grouped_values = object_scope.group_by_period(
-      group_by,
-      :created_at,
-      default_value: 0,
-      range: range,
-      permit: %w[day week month year hour],
-      time_zone: timezone
-    ).count
-  end
-end

app/builders/v2/reports/timeseries/report_builder.rb

@@ -0,0 +1,9 @@
+class V2::Reports::Timeseries::ReportBuilder < V2::Reports::Timeseries::BaseTimeseriesBuilder
+  def timeseries
+    data_source.timeseries
+  end
+
+  def aggregate_value
+    data_source.aggregate
+  end
+end

app/builders/year_in_review_builder.rb

@@ -0,0 +1,74 @@
+class YearInReviewBuilder
+  attr_reader :account, :user_id, :year
+
+  def initialize(account:, user_id:, year:)
+    @account = account
+    @user_id = user_id
+    @year = year
+  end
+
+  def build
+    {
+      year: year,
+      total_conversations: total_conversations_count,
+      busiest_day: busiest_day_data,
+      support_personality: support_personality_data
+    }
+  end
+
+  private
+
+  def year_range
+    @year_range ||= begin
+      start_time = Time.zone.local(year, 1, 1).beginning_of_day
+      end_time = Time.zone.local(year, 12, 31).end_of_day
+      start_time..end_time
+    end
+  end
+
+  def total_conversations_count
+    account.conversations
+           .where(assignee_id: user_id, created_at: year_range)
+           .count
+  end
+
+  def busiest_day_data
+    daily_counts = account.conversations
+                          .where(assignee_id: user_id, created_at: year_range)
+                          .group_by_day(:created_at, range: year_range, time_zone: Time.zone)
+                          .count
+
+    return nil if daily_counts.empty?
+
+    busiest_date, count = daily_counts.max_by { |_date, cnt| cnt }
+
+    return nil if count.zero?
+
+    {
+      date: busiest_date.strftime('%b %d'),
+      count: count
+    }
+  end
+
+  def support_personality_data
+    response_time = average_response_time
+
+    return { avg_response_time_seconds: 0 } if response_time.nil?
+
+    {
+      avg_response_time_seconds: response_time.to_i
+    }
+  end
+
+  def average_response_time
+    avg_time = account.reporting_events
+                      .where(
+                        name: 'first_response',
+                        user_id: user_id,
+                        created_at: year_range
+                      )
+                      .average(:value)
+
+    avg_time&.to_f
+  end
+end

app/channels/room_channel.rb

@@ -2,10 +2,9 @@ class RoomChannel < ApplicationCable::Channel
   def subscribed
     # TODO: should we only do ensure stream  if current account is present?
     # for now going ahead with guard clauses in update_subscription and broadcast_presence
-
-    ensure_stream
     current_user
     current_account
+    ensure_stream
     update_subscription
     broadcast_presence
   end
@@ -22,12 +21,12 @@ class RoomChannel < ApplicationCable::Channel
 
     data = { account_id: @current_account.id, users: ::OnlineStatusTracker.get_available_users(@current_account.id) }
     data[:contacts] = ::OnlineStatusTracker.get_available_contacts(@current_account.id) if @current_user.is_a? User
-    ActionCable.server.broadcast(@pubsub_token, { event: 'presence.update', data: data })
+    ActionCable.server.broadcast(pubsub_token, { event: 'presence.update', data: data })
   end
 
   def ensure_stream
-    @pubsub_token = params[:pubsub_token]
-    stream_from @pubsub_token
+    stream_from pubsub_token
+    stream_from "account_#{@current_account.id}" if @current_account.present? && @current_user.is_a?(User)
   end
 
   def update_subscription
@@ -36,11 +35,15 @@ class RoomChannel < ApplicationCable::Channel
     ::OnlineStatusTracker.update_presence(@current_account.id, @current_user.class.name, @current_user.id)
   end
 
+  def pubsub_token
+    @pubsub_token ||= params[:pubsub_token]
+  end
+
   def current_user
     @current_user ||= if params[:user_id].blank?
-                        ContactInbox.find_by!(pubsub_token: @pubsub_token).contact
+                        ContactInbox.find_by!(pubsub_token: pubsub_token).contact
                       else
-                        User.find_by!(pubsub_token: @pubsub_token, id: params[:user_id])
+                        User.find_by!(pubsub_token: pubsub_token, id: params[:user_id])
                       end
   end
 

app/controllers/api/v1/accounts/agent_bots_controller.rb

@@ -4,7 +4,7 @@ class Api::V1::Accounts::AgentBotsController < Api::V1::Accounts::BaseController
   before_action :agent_bot, except: [:index, :create]
 
   def index
-    @agent_bots = AgentBot.where(account_id: [nil, Current.account.id])
+    @agent_bots = AgentBot.accessible_to(Current.account)
   end
 
   def show; end
@@ -29,15 +29,24 @@ class Api::V1::Accounts::AgentBotsController < Api::V1::Accounts::BaseController
     head :ok
   end
 
+  def reset_access_token
+    @agent_bot.access_token.regenerate_token
+    @agent_bot.reload
+  end
+
+  def reset_secret
+    @agent_bot.reset_secret!
+  end
+
   private
 
   def agent_bot
-    @agent_bot = AgentBot.where(account_id: [nil, Current.account.id]).find(params[:id]) if params[:action] == 'show'
+    @agent_bot = AgentBot.accessible_to(Current.account).find(params[:id]) if params[:action] == 'show'
     @agent_bot ||= Current.account.agent_bots.find(params[:id])
   end
 
   def permitted_params
-    params.permit(:name, :description, :outgoing_url, :avatar, :avatar_url, :bot_type, bot_config: [:csml_content])
+    params.permit(:name, :description, :outgoing_url, :avatar, :avatar_url, :bot_type, bot_config: {})
   end
 
   def process_avatar_from_url

app/controllers/api/v1/accounts/agents_controller.rb

@@ -72,7 +72,7 @@ class Api::V1::Accounts::AgentsController < Api::V1::Accounts::BaseController
   end
 
   def allowed_agent_params
-    [:name, :email, :name, :role, :availability, :auto_offline]
+    [:name, :email, :role, :availability, :auto_offline]
   end
 
   def agent_params