Merge branch 'develop' into fix/error_reporting

Previously, errors were only being logged with logger.info and rendered
as JSON responses, but weren't being properly reported to APM services.
This meant that critical errors like 500s were only visible in application
logs but not in our monitoring systems, making it harder to track and debug
issues in production.

This commit ensures that all errors are properly reported to configured
APM services by:
1. Adding explicit APM error reporting alongside logging
2. Using proper APM reporting methods for each service
3. Maintaining consistent error handling across all APM integrations

These changes ensure that errors are properly captured in our monitoring
systems,improving our ability to track and debug production issues.

.annotaterb.yml

@@ -1,65 +0,0 @@
----
-: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

@@ -1,23 +1,3 @@
 ---
 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

@@ -3,7 +3,6 @@ orbs:
   node: circleci/node@6.1.0
   qlty-orb: qltysh/qlty-orb@0.0
 
-# Shared defaults for setup steps
 defaults: &defaults
   working_directory: ~/build
   machine:
@@ -13,150 +12,21 @@ defaults: &defaults
     RAILS_LOG_TO_STDOUT: false
     COVERAGE: true
     LOG_LEVEL: warn
+  parallelism: 4
 
 jobs:
-  # Separate job for linting (no parallelism needed)
+  build:
-  lint:
-    <<: *defaults
-    steps:
-      - checkout
-
-      # Install minimal system dependencies for linting
-      - run:
-          name: Install System Dependencies
-          command: |
-            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: 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
-
-      - node/install:
-          node-version: '24.13'
-      - node/install-pnpm:
-          version: '10.2.0'
-      - node/install-packages:
-          pkg-manager: pnpm
-          override-ci-command: pnpm i
-
-      # Swagger verification
-      - run:
-          name: Verify swagger API specification
-          command: |
-            bundle exec rake swagger:build
-            if [[ `git status swagger/swagger.json --porcelain` ]]
-            then
-              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
-            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 --parallel
-
-      # ESLint linting
-      - run:
-          name: eslint
-          command: pnpm run eslint
-
-  # Separate job for frontend tests
-  frontend-tests:
     <<: *defaults
     steps:
       - checkout
       - node/install:
-          node-version: '24.13'
+          node-version: '23.7'
-      - node/install-pnpm:
+      - node/install-pnpm
-          version: '10.2.0'
       - node/install-packages:
           pkg-manager: pnpm
           override-ci-command: pnpm i
-
+      - run: node --version
-      - run:
+      - run: pnpm --version
-          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:
-          version: '10.2.0'
-      - node/install-packages:
-          pkg-manager: pnpm
-          override-ci-command: pnpm i
-
       - run:
           name: Add PostgreSQL repository and update
           command: |
@@ -221,48 +91,19 @@ jobs:
             source ~/.rvm/scripts/rvm
             bundle install
 
-      # Install and configure OpenSearch
+      # Swagger verification
       - run:
-          name: Install OpenSearch
+          name: Verify swagger API specification
           command: |
-            # Download and install OpenSearch 2.11.0 (compatible with Elasticsearch 7.x clients)
+            bundle exec rake swagger:build
-            wget https://artifacts.opensearch.org/releases/bundle/opensearch/2.11.0/opensearch-2.11.0-linux-x64.tar.gz
+            if [[ `git status swagger/swagger.json --porcelain` ]]
-            tar -xzf opensearch-2.11.0-linux-x64.tar.gz
+            then
-            sudo mv opensearch-2.11.0 /opt/opensearch
+              echo "ERROR: The swagger.json file is not in sync with the yaml specification. Run 'rake swagger:build' and commit 'swagger/swagger.json'."
-
-      - 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
+            fi
+            mkdir -p ~/tmp
+            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
 
       # Configure environment and database
       - run:
@@ -280,98 +121,63 @@ jobs:
             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)
+      # 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
+
+      # ESLint linting
+      - run:
+          name: eslint
+          command: pnpm run eslint
+
+      - run:
+          name: Run frontend tests (with coverage)
+          command: |
+            mkdir -p ~/build/coverage/frontend
+            pnpm run test:coverage
+
+      # Run backend tests
       - run:
           name: Run backend tests
           command: |
             mkdir -p ~/tmp/test-results/rspec
             mkdir -p ~/tmp/test-artifacts
             mkdir -p ~/build/coverage/backend
-
+            TESTFILES=$(circleci tests glob "spec/**/*_spec.rb" | circleci tests split --split-by=timings)
-            # Use round-robin distribution (same as GitHub Actions) for better test isolation
-            # This prevents tests with similar timing from being grouped on the same runner
-            SPEC_FILES=($(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 \
-                              -- $TESTS
+                              -- ${TESTFILES}
           no_output_timeout: 30m
 
-      # Store test results for better splitting in future runs
+      # Qlty coverage publish
-      - store_test_results:
+      - qlty-orb/coverage_publish:
-          path: ~/tmp/test-results
+          files: |
+            coverage/coverage.json
+            coverage/lcov.info
 
       - run:
-          name: Move coverage files if they exist
+          name: List coverage directory contents
           command: |
-            if [ -d "coverage" ]; then
+            ls -R ~/build/coverage
-              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: List coverage directory contents
-          command: |
-            ls -R ~/build/coverage || echo "No coverage directory"
-
       - store_artifacts:
           path: coverage
           destination: coverage
-
-  build:
-    <<: *defaults
-    steps:
-      - run:
-          name: Legacy build aggregator
-          command: |
-            echo "All main jobs passed; build job kept only for GitHub required check compatibility."
-
-workflows:
-  version: 2
-  build:
-    jobs:
-      - lint
-      - frontend-tests
-      - backend-tests
-      - coverage:
-          requires:
-            - frontend-tests
-            - backend-tests
-      - build:
-          requires:
-            - lint
-            - coverage

.devcontainer/docker-compose.base.yml

@@ -10,7 +10,7 @@ services:
       dockerfile: .devcontainer/Dockerfile.base
       args:
         VARIANT: 'ubuntu-22.04'
-        NODE_VERSION: '24.13.0'
+        NODE_VERSION: '23.7.0'
         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'

.devcontainer/docker-compose.yml

@@ -11,7 +11,7 @@ services:
       dockerfile: .devcontainer/Dockerfile
       args:
         VARIANT: 'ubuntu-22.04'
-        NODE_VERSION: '24.13.0'
+        NODE_VERSION: '23.7.0'
         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'

.env.example

@@ -98,8 +98,6 @@ 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
@@ -107,7 +105,6 @@ 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
@@ -117,10 +114,6 @@ 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
@@ -222,7 +215,6 @@ 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=
 
@@ -234,10 +226,6 @@ ANDROID_SHA256_CERT_FINGERPRINT=AC:73:8E:DE:EB:56:EA:CC:10:87:02:A7:65:37:7B:38:
 # 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
 # CW_API_ONLY_SERVER=false
@@ -268,18 +256,13 @@ 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 (Captain)
+# AI powered features
-# The OpenAI API key and endpoint for Captain are not configured via .env.
+## OpenAI key
-# Set them at Super Admin > App Configs > Captain (CAPTAIN_OPEN_AI_API_KEY, CAPTAIN_OPEN_AI_ENDPOINT).
+# OPENAI_API_KEY=
 
 # 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

.github/scripts/ghsa_linear_sync.py

@@ -1,195 +0,0 @@
-#!/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/deploy_check.yml

@@ -11,9 +11,6 @@ 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

@@ -8,9 +8,6 @@ on:
     branches:
       - develop
 
-permissions:
-  contents: read
-
 jobs:
   test:
     runs-on: ubuntu-22.04
@@ -29,7 +26,7 @@ jobs:
 
       - uses: actions/setup-node@v4
         with:
-          node-version: 24
+          node-version: 23
           cache: 'pnpm'
 
       - name: Install pnpm dependencies

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

@@ -1,29 +0,0 @@
-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

@@ -10,9 +10,6 @@ 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

@@ -14,9 +14,6 @@ on:
     - cron: "0 0 * * *"
   workflow_dispatch:
 
-permissions:
-  contents: read
-
 jobs:
   nightly:
     runs-on: ubuntu-24.04

.github/workflows/publish_codespace_image.yml

@@ -3,10 +3,6 @@ name: Publish Codespace Base Image
 on:
   workflow_dispatch:
 
-permissions:
-  contents: read
-  packages: write
-
 jobs:
   publish-code-space-image:
     runs-on: ubuntu-latest

.github/workflows/publish_ee_docker.yml

@@ -18,9 +18,6 @@ on:
 env:
   DOCKER_REPO: chatwoot/chatwoot
 
-permissions:
-  contents: read
-
 jobs:
   build:
     strategy:

.github/workflows/publish_foss_docker.yml

@@ -18,9 +18,6 @@ on:
 env:
   DOCKER_REPO: chatwoot/chatwoot
 
-permissions:
-  contents: read
-
 jobs:
   build:
     strategy:

.github/workflows/run_foss_spec.yml

@@ -1,6 +1,4 @@
 name: Run Chatwoot CE spec
-permissions:
-  contents: read
 on:
   push:
     branches:
@@ -10,58 +8,11 @@ on:
   workflow_dispatch:
 
 jobs:
-  # Separate linting jobs for faster feedback
+  test:
-  lint-backend:
+    runs-on: ubuntu-22.04
-    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: pgvector/pgvector:pg16
+        image: pgvector/pgvector:pg15
         env:
           POSTGRES_USER: postgres
           POSTGRES_PASSWORD: ''
@@ -69,6 +20,8 @@ jobs:
           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
@@ -76,7 +29,7 @@ jobs:
           --health-timeout 5s
           --health-retries 5
       redis:
-        image: redis:alpine
+        image: redis
         ports:
           - 6379:6379
         options: --entrypoint redis-server
@@ -90,11 +43,11 @@ jobs:
 
       - uses: ruby/setup-ruby@v1
         with:
-          bundler-cache: true
+          bundler-cache: true # runs 'bundle install' and caches installed gems automatically
 
       - uses: actions/setup-node@v4
         with:
-          node-version: 24
+          node-version: 23
           cache: 'pnpm'
 
       - name: Install pnpm dependencies
@@ -111,36 +64,19 @@ jobs:
       - name: Seed database
         run: bundle exec rake db:schema:load
 
-      - name: Run backend tests (parallelized)
+      - name: Run frontend tests
+        run: pnpm run test:coverage
+
+      # Run rails tests
+      - name: Run backend tests
         run: |
-          # Get all spec files and split them using round-robin distribution
+          bundle exec rspec --profile=10 --format documentation
-          # This ensures slow tests are distributed evenly across all nodes
-          SPEC_FILES=($(find spec -name '*_spec.rb' | sort))
-          TESTS=""
-
-          for i in "${!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
+      - name: Upload rails log folder
         uses: actions/upload-artifact@v4
         if: always()
         with:
-          name: rspec-results-${{ matrix.ci_node_index }}
+          name: rails-log-folder
-          path: tmp/rspec_results.json
-
-      - name: Upload rails log folder
-        uses: actions/upload-artifact@v4
-        if: failure()
-        with:
-          name: rails-log-folder-${{ matrix.ci_node_index }}
           path: log

.github/workflows/run_mfa_spec.yml

@@ -70,7 +70,6 @@ jobs:
             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:

.github/workflows/size-limit.yml

@@ -10,9 +10,6 @@ concurrency:
   group: pr-${{ github.workflow }}-${{ github.head_ref }}
   cancel-in-progress: true
 
-permissions:
-  contents: read
-
 jobs:
   test:
     runs-on: ubuntu-22.04
@@ -31,7 +28,7 @@ jobs:
 
       - uses: actions/setup-node@v4
         with:
-          node-version: 24
+          node-version: 23
           cache: 'pnpm'
 
       - name: pnpm

.github/workflows/test_docker_build.yml

@@ -7,9 +7,6 @@ on:
       - master
   workflow_dispatch:
 
-permissions:
-  contents: read
-
 jobs:
   test-build:
     strategy:
@@ -39,5 +36,5 @@ jobs:
           platforms: ${{ matrix.platform }}
           push: false
           load: false
-          cache-from: type=gha,scope=${{ matrix.platform }}
+          cache-from: type=gha
-          cache-to: type=gha,mode=max,scope=${{ matrix.platform }}
+          cache-to: type=gha,mode=max

.gitignore

@@ -94,13 +94,8 @@ yarn-debug.log*
 .vscode
 .claude/settings.local.json
 .cursor
-.codex/
-.claude/
 CLAUDE.local.md
 
 # Histoire deployment
 .netlify
 .histoire
-.pnpm-store/*
-local/
-Procfile.worktree

.nvmrc

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

.qlty/qlty.toml

@@ -39,7 +39,7 @@ exclude_patterns = [
   "**/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",
+  "**/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/captain/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 = [

.rubocop.yml

@@ -7,8 +7,6 @@ plugins:
 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
@@ -25,7 +23,7 @@ Metrics/MethodLength:
     - 'enterprise/lib/captain/agent.rb'
 
 RSpec/ExampleLength:
-  Max: 50
+  Max: 25
 
 Style/Documentation:
   Enabled: false
@@ -42,12 +40,6 @@ Style/SymbolArray:
 Style/OpenStructUse:
   Enabled: false
 
-Chatwoot/AttachmentDownload:
-  Enabled: true
-  Exclude:
-    - 'spec/**/*'
-    - 'test/**/*'
-
 Style/OptionalBooleanParameter:
   Exclude:
     - 'app/services/email_templates/db_resolver_service.rb'
@@ -95,7 +87,7 @@ Metrics/ModuleLength:
 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'
@@ -213,9 +205,6 @@ UseFromEmail:
 CustomCopLocation:
   Enabled: true
 
-Style/OneClassPerFile:
-  Enabled: true
-
 AllCops:
   NewCops: enable
   Exclude:

AGENTS.md

@@ -4,20 +4,12 @@
 
 - **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
 
@@ -43,50 +35,20 @@
 
 ## General Guidelines
 
-- Prefer the smallest production-ready change that solves the current problem.
+- MVP focus: Least code change, happy-path only
-- 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.
+- No unnecessary defensive programming
-- 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**:
-  - For product and source-string changes, only update `en.yml` and `en.json`; other languages are handled through Crowdin and the community
+  - Only update `en.yml` and `en.json`
-  - Crowdin-generated translation sync PRs may update non-English locale files; do not flag those changes solely for modifying translated locale files
+  - 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)
@@ -111,8 +73,3 @@ Practical checklist for any change impacting core logic or public APIs
 - 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.

Gemfile

@@ -21,8 +21,6 @@ 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 --##
@@ -41,8 +39,6 @@ gem 'json_refs'
 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
@@ -58,9 +54,6 @@ gem 'azure-storage-blob', git: 'https://github.com/chatwoot/azure-storage-ruby',
 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'
@@ -76,7 +69,7 @@ gem 'faraday_middleware-aws-sigv4'
 ##--- gems for server & infra configuration ---##
 gem 'dotenv-rails', '>= 3.0.0'
 gem 'foreman'
-gem 'puma', '~> 7.2', '>= 7.2.1'
+gem 'puma'
 gem 'vite_rails'
 # metrics on heroku
 gem 'barnes'
@@ -85,11 +78,10 @@ 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', '~> 2.10', '>= 2.10.3'
+gem 'jwt'
 gem 'pundit'
 
 # super admin
@@ -133,9 +125,9 @@ gem 'sentry-ruby', require: false
 gem 'sentry-sidekiq', '>= 5.19.0', require: false
 
 ##-- background job processing --##
-gem 'sidekiq', '~> 7.3', '>= 7.3.1'
+gem 'sidekiq', '>= 7.3.1'
 # We want cron jobs
-gem 'sidekiq-cron', '>= 2.4.0'
+gem 'sidekiq-cron', '>= 1.12.0'
 # for sidekiq healthcheck
 gem 'sidekiq_alive'
 
@@ -166,7 +158,7 @@ gem 'working_hours'
 gem 'pg_search'
 
 # Subscriptions, Billing
-gem 'stripe', '~> 18.0'
+gem 'stripe'
 
 ## - helper gems --##
 ## to populate db with sample data
@@ -195,22 +187,13 @@ gem 'reverse_markdown'
 
 gem 'iso-639'
 gem 'ruby-openai'
-gem 'ai-agents', '>= 0.12.0'
+gem 'ai-agents', '>= 0.4.3'
 
 # 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 ###
 ##############################################################
 
@@ -223,7 +206,7 @@ group :production do
 end
 
 group :development do
-  gem 'annotaterb'
+  gem 'annotate'
   gem 'bullet'
   gem 'letter_opener'
   gem 'scss_lint', require: false
@@ -274,7 +257,6 @@ group :development, :test do
   gem 'seed_dump'
   gem 'shoulda-matchers'
   gem 'simplecov', '>= 0.21', require: false
-  gem 'skooma'
   gem 'spring'
   gem 'spring-watcher-listen'
 end

Gemfile.lock

@@ -108,8 +108,8 @@ GEM
     acts-as-taggable-on (12.0.0)
       activerecord (>= 7.1, < 8.1)
       zeitwerk (>= 2.4, < 3.0)
-    addressable (2.9.0)
+    addressable (2.8.7)
-      public_suffix (>= 2.0.2, < 8.0)
+      public_suffix (>= 2.0.2, < 7.0)
     administrate (0.20.1)
       actionpack (>= 6.0, < 8.0)
       actionview (>= 6.0, < 8.0)
@@ -126,51 +126,39 @@ GEM
       jbuilder (~> 2)
       rails (>= 4.2, < 7.2)
       selectize-rails (~> 0.6)
-    ai-agents (0.12.0)
+    ai-agents (0.4.3)
-      ruby_llm (~> 1.14)
+      ruby_llm (~> 1.3)
-    annotaterb (4.20.0)
+    annotate (3.2.0)
-      activerecord (>= 6.0.0)
+      activerecord (>= 3.2, < 8.0)
-      activesupport (>= 6.0.0)
+      rake (>= 10.4, < 14.0)
     ast (2.4.3)
     attr_extras (7.1.0)
     audited (5.4.1)
       activerecord (>= 5.0, < 7.7)
       activesupport (>= 5.0, < 7.7)
-    auth-sanitizer (0.2.1)
+    aws-eventstream (1.2.0)
-      version_gem (~> 1.1, >= 1.1.10)
+    aws-partitions (1.760.0)
-    aws-actionmailbox-ses (0.1.0)
+    aws-sdk-core (3.171.1)
-      actionmailbox (>= 7.1.0)
+      aws-eventstream (~> 1, >= 1.0.2)
-      aws-sdk-s3 (~> 1, >= 1.123.0)
+      aws-partitions (~> 1, >= 1.651.0)
-      aws-sdk-sns (~> 1, >= 1.61.0)
+      aws-sigv4 (~> 1.5)
-    aws-eventstream (1.4.0)
-    aws-partitions (1.1198.0)
-    aws-sdk-core (3.240.0)
-      aws-eventstream (~> 1, >= 1.3.0)
-      aws-partitions (~> 1, >= 1.992.0)
-      aws-sigv4 (~> 1.9)
-      base64
-      bigdecimal
       jmespath (~> 1, >= 1.6.1)
-      logger
+    aws-sdk-kms (1.64.0)
-    aws-sdk-kms (1.118.0)
+      aws-sdk-core (~> 3, >= 3.165.0)
-      aws-sdk-core (~> 3, >= 3.239.1)
-      aws-sigv4 (~> 1.5)
-    aws-sdk-s3 (1.208.0)
-      aws-sdk-core (~> 3, >= 3.234.0)
-      aws-sdk-kms (~> 1)
-      aws-sigv4 (~> 1.5)
-    aws-sdk-sns (1.70.0)
-      aws-sdk-core (~> 3, >= 3.188.0)
       aws-sigv4 (~> 1.1)
-    aws-sigv4 (1.12.1)
+    aws-sdk-s3 (1.122.0)
+      aws-sdk-core (~> 3, >= 3.165.0)
+      aws-sdk-kms (~> 1)
+      aws-sigv4 (~> 1.4)
+    aws-sigv4 (1.5.2)
       aws-eventstream (~> 1, >= 1.0.2)
     barnes (0.0.9)
       multi_json (~> 1)
       statsd-ruby (~> 1.1)
     base64 (0.3.0)
-    bcrypt (3.1.22)
+    bcrypt (3.1.20)
     benchmark (0.4.1)
-    bigdecimal (4.1.2)
+    bigdecimal (3.2.2)
     bindex (0.8.1)
     bootsnap (1.16.0)
       msgpack (~> 1.2)
@@ -186,22 +174,17 @@ GEM
       bundler (>= 1.2.0, < 3)
       thor (~> 1.0)
     byebug (11.1.3)
-    cgi (0.5.1)
     childprocess (5.1.0)
       logger (~> 1.5)
-    cld3 (3.7.0)
     climate_control (1.2.0)
     coderay (1.1.3)
     commonmarker (0.23.10)
-    concurrent-ruby (1.3.7)
+    concurrent-ruby (1.3.5)
-    connection_pool (2.5.5)
+    connection_pool (2.5.3)
     crack (1.0.0)
       bigdecimal
       rexml
-    crass (1.0.7)
+    crass (1.0.6)
-    cronex (0.15.0)
-      tzinfo
-      unicode (>= 0.4.4.5)
     csv (3.3.0)
     csv-safe (3.3.1)
       csv (~> 3.0)
@@ -211,15 +194,14 @@ GEM
       activerecord (>= 5.a)
       database_cleaner-core (~> 2.0.0)
     database_cleaner-core (2.0.1)
-    datadog (2.38.0)
+    datadog (2.19.0)
-      cgi
+      datadog-ruby_core_source (~> 3.4, >= 3.4.1)
-      datadog-ruby_core_source (~> 3.5, >= 3.5.3)
+      libdatadog (~> 18.1.0.1.0)
-      libdatadog (~> 36.0.0.1.0)
+      libddwaf (~> 1.24.1.0.3)
-      libddwaf (~> 1.30.0.0.0)
       logger
       msgpack
-    datadog-ruby_core_source (3.5.3)
+    datadog-ruby_core_source (3.4.1)
-    date (3.5.1)
+    date (3.4.1)
     debug (1.8.0)
       irb (>= 1.5.0)
       reline (>= 0.3.1)
@@ -275,8 +257,8 @@ GEM
       dry-logic (~> 1.5)
       dry-types (~> 1.8)
       zeitwerk (~> 2.6)
-    dry-types (1.9.1)
+    dry-types (1.8.3)
-      bigdecimal (>= 3.0)
+      bigdecimal (~> 3.0)
       concurrent-ruby (~> 1.0)
       dry-core (~> 1.0)
       dry-inflector (~> 1.0)
@@ -288,7 +270,6 @@ GEM
       concurrent-ruby (~> 1.0)
       http (>= 3.0)
       ruby2_keywords
-    email-provider-info (0.0.1)
     email_reply_trimmer (0.1.13)
     erubi (1.13.0)
     et-orbi (1.2.11)
@@ -305,7 +286,7 @@ GEM
       railties (>= 5.0.0)
     faker (3.2.0)
       i18n (>= 1.8.11, < 2)
-    faraday (2.14.3)
+    faraday (2.13.1)
       faraday-net_http (>= 2.0, < 3.5)
       json
       logger
@@ -314,14 +295,14 @@ GEM
     faraday-mashify (1.0.0)
       faraday (~> 2.0)
       hashie
-    faraday-multipart (1.2.0)
+    faraday-multipart (1.0.4)
-      multipart-post (~> 2.0)
+      multipart-post (~> 2)
-    faraday-net_http (3.4.4)
+    faraday-net_http (3.4.0)
-      net-http (~> 0.5)
+      net-http (>= 0.5.0)
     faraday-net_http_persistent (2.1.0)
       faraday (~> 2.5)
       net-http-persistent (~> 4.0)
-    faraday-retry (2.4.0)
+    faraday-retry (2.2.1)
       faraday (~> 2.0)
     faraday_middleware-aws-sigv4 (1.0.1)
       aws-sigv4 (~> 1.0)
@@ -343,7 +324,6 @@ GEM
     ffi-compiler (1.0.1)
       ffi (>= 1.0.0)
       rake
-    firecrawl-sdk (1.4.1)
     flag_shih_tzu (0.3.23)
     foreman (0.87.2)
     fugit (1.11.1)
@@ -357,7 +337,6 @@ GEM
       googleapis-common-protos-types (>= 1.3.1, < 2.a)
       googleauth (~> 1.0)
       grpc (~> 1.36)
-    gemoji (4.1.0)
     geocoder (1.8.1)
     gli (2.22.2)
       ostruct
@@ -439,8 +418,7 @@ GEM
     hana (1.3.7)
     hash_diff (1.1.1)
     hashdiff (1.1.0)
-    hashie (5.1.0)
+    hashie (5.0.0)
-      logger
     html2text (0.4.0)
       nokogiri (>= 1.0, < 2.0)
     http (5.1.1)
@@ -452,8 +430,7 @@ GEM
     http-cookie (1.0.5)
       domain_name (~> 0.5)
     http-form_data (2.3.0)
-    httparty (0.24.0)
+    httparty (0.21.0)
-      csv
       mini_mime (>= 1.0.0)
       multi_xml (>= 0.5.2)
     httpclient (2.8.3)
@@ -475,7 +452,7 @@ GEM
       rails-dom-testing (>= 1, < 3)
       railties (>= 4.2.0)
       thor (>= 0.14, < 2.0)
-    json (2.19.9)
+    json (2.13.2)
     json_refs (0.1.8)
       hana
     json_schemer (0.2.24)
@@ -483,12 +460,6 @@ GEM
       hana (~> 1.3)
       regexp_parser (~> 2.0)
       uri_template (~> 0.7)
-    json_skooma (0.2.5)
-      bigdecimal
-      hana (~> 1.3)
-      regexp_parser (~> 2.0)
-      uri-idna (~> 0.2)
-      zeitwerk (~> 2.6)
     judoscale-rails (1.8.2)
       judoscale-ruby (= 1.8.2)
       railties
@@ -496,7 +467,7 @@ GEM
     judoscale-sidekiq (1.8.2)
       judoscale-ruby (= 1.8.2)
       sidekiq (>= 5.0)
-    jwt (2.10.3)
+    jwt (2.10.1)
       base64
     kaminari (1.2.2)
       activesupport (>= 4.1.0)
@@ -523,16 +494,15 @@ GEM
       logger (~> 1.6)
     letter_opener (1.10.0)
       launchy (>= 2.2, < 4)
-    libdatadog (36.0.0.1.0)
+    libdatadog (18.1.0.1.0)
-    libdatadog (36.0.0.1.0-arm64-darwin)
+    libdatadog (18.1.0.1.0-x86_64-linux)
-    libdatadog (36.0.0.1.0-x86_64-linux)
+    libddwaf (1.24.1.0.3)
-    libddwaf (1.30.0.0.2)
       ffi (~> 1.0)
-    libddwaf (1.30.0.0.2-arm64-darwin)
+    libddwaf (1.24.1.0.3-arm64-darwin)
       ffi (~> 1.0)
-    libddwaf (1.30.0.0.2-x86_64-darwin)
+    libddwaf (1.24.1.0.3-x86_64-darwin)
       ffi (~> 1.0)
-    libddwaf (1.30.0.0.2-x86_64-linux)
+    libddwaf (1.24.1.0.3-x86_64-linux)
       ffi (~> 1.0)
     line-bot-api (1.28.0)
     lint_roller (1.1.0)
@@ -549,7 +519,7 @@ GEM
       activesupport (>= 4)
       railties (>= 4)
       request_store (~> 1.0)
-    loofah (2.25.2)
+    loofah (2.23.1)
       crass (~> 1.0.2)
       nokogiri (>= 1.12.0)
     mail (2.8.1)
@@ -557,11 +527,11 @@ GEM
       net-imap
       net-pop
       net-smtp
-    marcel (1.1.0)
+    marcel (1.0.4)
     maxminddb (0.1.22)
-    meta_request (0.8.5)
+    meta_request (0.8.3)
       rack-contrib (>= 1.1, < 3)
-      railties (>= 3.0.0, < 9)
+      railties (>= 3.0.0, < 8)
     method_source (1.1.0)
     mime-types (3.4.1)
       mime-types-data (~> 3.2015)
@@ -572,19 +542,18 @@ GEM
     minitest (5.25.5)
     mock_redis (0.36.0)
       ruby2_keywords
-    msgpack (1.8.3)
+    msgpack (1.8.0)
     multi_json (1.15.0)
-    multi_xml (0.9.1)
+    multi_xml (0.6.0)
-      bigdecimal (>= 3.1, < 5)
+    multipart-post (2.3.0)
-    multipart-post (2.4.1)
     mutex_m (0.3.0)
     neighbor (0.2.3)
       activerecord (>= 5.2)
-    net-http (0.9.1)
+    net-http (0.6.0)
-      uri (>= 0.11.1)
+      uri
     net-http-persistent (4.0.2)
       connection_pool (~> 2.2)
-    net-imap (0.6.4.1)
+    net-imap (0.4.20)
       date
       net-protocol
     net-pop (0.1.2)
@@ -599,40 +568,33 @@ GEM
       sidekiq
     newrelic_rpm (9.6.0)
       base64
-    nio4r (2.7.5)
+    nio4r (2.7.3)
-    nokogiri (1.19.4)
+    nokogiri (1.18.9)
       mini_portile2 (~> 2.8.2)
       racc (~> 1.4)
-    nokogiri (1.19.4-arm64-darwin)
+    nokogiri (1.18.9-arm64-darwin)
       racc (~> 1.4)
-    nokogiri (1.19.4-x86_64-darwin)
+    nokogiri (1.18.9-x86_64-darwin)
       racc (~> 1.4)
-    nokogiri (1.19.4-x86_64-linux-gnu)
+    nokogiri (1.18.9-x86_64-linux-gnu)
       racc (~> 1.4)
-    oauth (1.1.6)
+    oauth (1.1.0)
-      auth-sanitizer (~> 0.2, >= 0.2.1)
+      oauth-tty (~> 1.0, >= 1.0.1)
-      base64 (~> 0.1)
+      snaky_hash (~> 2.0)
-      cgi
+      version_gem (~> 1.1)
-      oauth-tty (~> 1.0, >= 1.0.8)
+    oauth-tty (1.0.5)
-      snaky_hash (~> 2.0, >= 2.0.5)
+      version_gem (~> 1.1, >= 1.1.1)
-      version_gem (~> 1.1, >= 1.1.11)
+    oauth2 (2.0.9)
-    oauth-tty (1.0.8)
+      faraday (>= 0.17.3, < 3.0)
-      auth-sanitizer (~> 0.1, >= 0.1.3)
+      jwt (>= 1.0, < 3.0)
-      cgi
-      version_gem (~> 1.1, >= 1.1.9)
-    oauth2 (2.0.22)
-      auth-sanitizer (~> 0.2, >= 0.2.1)
-      faraday (>= 0.17.3, < 4.0)
-      jwt (>= 1.0, < 4.0)
-      logger (~> 1.2)
       multi_xml (~> 0.5)
       rack (>= 1.2, < 4)
-      snaky_hash (~> 2.0, >= 2.0.5)
+      snaky_hash (~> 2.0)
-      version_gem (~> 1.1, >= 1.1.11)
+      version_gem (~> 1.1)
-    oj (3.17.3)
+    oj (3.16.10)
       bigdecimal (>= 3.0)
       ostruct (>= 0.2)
-    omniauth (2.1.4)
+    omniauth (2.1.3)
       hashie (>= 3.4.6)
       logger
       rack (>= 2.2.3)
@@ -655,28 +617,9 @@ GEM
       faraday (>= 1.0, < 3)
       multi_json (>= 1.0)
     openssl (3.2.0)
-    opentelemetry-api (1.7.0)
-    opentelemetry-common (0.23.0)
-      opentelemetry-api (~> 1.0)
-    opentelemetry-exporter-otlp (0.31.1)
-      google-protobuf (>= 3.18)
-      googleapis-common-protos-types (~> 1.3)
-      opentelemetry-api (~> 1.1)
-      opentelemetry-common (~> 0.20)
-      opentelemetry-sdk (~> 1.10)
-      opentelemetry-semantic_conventions
-    opentelemetry-registry (0.4.0)
-      opentelemetry-api (~> 1.1)
-    opentelemetry-sdk (1.10.0)
-      opentelemetry-api (~> 1.1)
-      opentelemetry-common (~> 0.20)
-      opentelemetry-registry (~> 0.2)
-      opentelemetry-semantic_conventions
-    opentelemetry-semantic_conventions (1.36.0)
-      opentelemetry-api (~> 1.0)
     orm_adapter (0.5.0)
     os (1.1.4)
-    ostruct (0.6.3)
+    ostruct (0.6.1)
     parallel (1.27.0)
     parser (3.3.8.0)
       ast (~> 2.4.1)
@@ -694,14 +637,14 @@ GEM
       method_source (~> 1.0)
     pry-rails (0.3.9)
       pry (>= 0.10.4)
-    public_suffix (7.0.5)
+    public_suffix (6.0.2)
-    puma (7.2.1)
+    puma (6.4.3)
       nio4r (~> 2.0)
     pundit (2.3.0)
       activesupport (>= 3.0.0)
     raabro (1.4.0)
     racc (1.8.1)
-    rack (3.2.6)
+    rack (3.2.0)
     rack-attack (6.7.0)
       rack (>= 1.0, < 4)
     rack-contrib (2.5.0)
@@ -710,13 +653,13 @@ GEM
       rack (>= 2.0.0)
     rack-mini-profiler (3.2.0)
       rack (>= 1.2.0)
-    rack-protection (4.2.1)
+    rack-protection (4.1.1)
       base64 (>= 0.1.0)
       logger (>= 1.6.0)
       rack (>= 3.0.0, < 4)
     rack-proxy (0.7.7)
       rack
-    rack-session (2.1.2)
+    rack-session (2.1.1)
       base64 (>= 0.1.0)
       rack (>= 3.0.0)
     rack-test (2.1.0)
@@ -742,12 +685,9 @@ GEM
       activesupport (>= 5.0.0)
       minitest
       nokogiri (>= 1.6)
-    rails-html-sanitizer (1.7.1)
+    rails-html-sanitizer (1.6.1)
-      loofah (~> 2.25, >= 2.25.2)
+      loofah (~> 2.21)
       nokogiri (>= 1.15.7, != 1.16.7, != 1.16.6, != 1.16.5, != 1.16.4, != 1.16.3, != 1.16.2, != 1.16.1, != 1.16.0.rc1, != 1.16.0)
-    rails-i18n (7.0.10)
-      i18n (>= 0.7, < 2)
-      railties (>= 6.0.0, < 8)
     railties (7.1.5.2)
       actionpack (= 7.1.5.2)
       activesupport (= 7.1.5.2)
@@ -763,7 +703,7 @@ GEM
       ffi (~> 1.0)
     redis (5.0.6)
       redis-client (>= 0.9.0)
-    redis-client (0.26.4)
+    redis-client (0.22.2)
       connection_pool
     redis-namespace (1.10.0)
       redis (>= 4)
@@ -852,17 +792,16 @@ GEM
     ruby2ruby (2.5.0)
       ruby_parser (~> 3.1)
       sexp_processor (~> 4.6)
-    ruby_llm (1.15.0)
+    ruby_llm (1.5.1)
       base64
       event_stream_parser (~> 1)
       faraday (>= 1.10.0)
       faraday-multipart (>= 1)
       faraday-net_http (>= 1)
       faraday-retry (>= 1)
-      marcel (~> 1)
+      marcel (~> 1.0)
-      ruby_llm-schema (~> 0)
       zeitwerk (~> 2)
-    ruby_llm-schema (0.3.0)
+    ruby_llm-schema (0.1.0)
     ruby_parser (3.20.0)
       sexp_processor (~> 4.16)
     sass (3.7.4)
@@ -919,11 +858,10 @@ GEM
       logger
       rack (>= 2.2.4)
       redis-client (>= 0.22.2)
-    sidekiq-cron (2.4.0)
+    sidekiq-cron (1.12.0)
-      cronex (>= 0.13.0)
+      fugit (~> 1.8)
-      fugit (~> 1.8, >= 1.11.1)
       globalid (>= 1.0.1)
-      sidekiq (>= 6.5.0)
+      sidekiq (>= 6)
     sidekiq_alive (2.5.0)
       gserver (~> 0.0.1)
       sidekiq (>= 5, < 9)
@@ -938,9 +876,6 @@ GEM
       simplecov_json_formatter (~> 0.1)
     simplecov-html (0.13.2)
     simplecov_json_formatter (0.1.4)
-    skooma (0.3.7)
-      json_skooma (~> 0.2.5)
-      zeitwerk (~> 2.6)
     slack-ruby-client (2.7.0)
       faraday (>= 2.0.1)
       faraday-mashify
@@ -948,9 +883,9 @@ GEM
       gli
       hashie
       logger
-    snaky_hash (2.0.5)
+    snaky_hash (2.0.1)
-      hashie (>= 0.1.0, < 6)
+      hashie
-      version_gem (>= 1.1.8, < 3)
+      version_gem (~> 1.1, >= 1.1.1)
     sorbet-runtime (0.5.11934)
     spring (4.1.1)
     spring-watcher-listen (2.1.0)
@@ -964,10 +899,9 @@ GEM
       activesupport (>= 5.2)
       sprockets (>= 3.0.0)
     squasher (0.7.2)
-    ssrf_filter (1.5.0)
     stackprof (0.2.25)
     statsd-ruby (1.5.0)
-    stripe (18.0.1)
+    stripe (8.5.0)
     telephone_number (1.4.20)
     test-prof (1.2.1)
     thor (1.4.0)
@@ -979,7 +913,7 @@ GEM
     time_diff (0.3.0)
       activesupport
       i18n
-    timeout (0.6.1)
+    timeout (0.4.3)
     trailblazer-option (0.1.2)
     twilio-ruby (7.6.0)
       faraday (>= 0.9, < 3.0)
@@ -997,25 +931,21 @@ GEM
     unf (0.1.4)
       unf_ext
     unf_ext (0.0.8.2)
-    unicode (0.4.4.5)
     unicode-display_width (3.1.4)
       unicode-emoji (~> 4.0, >= 4.0.4)
     unicode-emoji (4.0.4)
     uniform_notifier (1.17.0)
-    uri (1.1.1)
+    uri (1.0.3)
-    uri-idna (0.3.1)
     uri_template (0.7.0)
     valid_email2 (5.2.6)
       activemodel (>= 3.2)
       mail (~> 2.5)
-    version_gem (1.1.11)
+    version_gem (1.1.4)
-    vite_rails (3.10.0)
+    vite_rails (3.0.17)
-      railties (>= 5.1, < 9)
+      railties (>= 5.1, < 8)
       vite_ruby (~> 3.0, >= 3.2.2)
-    vite_ruby (3.10.2)
+    vite_ruby (3.8.0)
       dry-cli (>= 0.7, < 2)
-      logger (~> 1.6)
-      mutex_m
       rack-proxy (~> 0.6, >= 0.6.1)
       zeitwerk (~> 2.2)
     warden (1.2.9)
@@ -1032,7 +962,7 @@ GEM
       addressable (>= 2.8.0)
       crack (>= 0.3.2)
       hashdiff (>= 0.4.0, < 2.0.0)
-    websocket-driver (0.8.2)
+    websocket-driver (0.7.7)
       base64
       websocket-extensions (>= 0.1.0)
     websocket-extensions (0.1.5)
@@ -1040,7 +970,7 @@ GEM
     working_hours (1.4.1)
       activesupport (>= 3.2)
       tzinfo
-    zeitwerk (2.7.5)
+    zeitwerk (2.6.17)
 
 PLATFORMS
   arm64-darwin-20
@@ -1060,11 +990,10 @@ DEPENDENCIES
   administrate (>= 0.20.1)
   administrate-field-active_storage (>= 1.0.3)
   administrate-field-belongs_to_search (>= 0.9.0)
-  ai-agents (>= 0.12.0)
+  ai-agents (>= 0.4.3)
-  annotaterb
+  annotate
   attr_extras
   audited (~> 5.4, >= 5.4.1)
-  aws-actionmailbox-ses (~> 0)
   aws-sdk-s3
   azure-storage-blob!
   barnes
@@ -1074,7 +1003,6 @@ DEPENDENCIES
   bullet
   bundle-audit
   byebug
-  cld3 (~> 3.7)
   climate_control
   commonmarker
   csv-safe
@@ -1088,17 +1016,14 @@ DEPENDENCIES
   dotenv-rails (>= 3.0.0)
   down
   elastic-apm
-  email-provider-info
   email_reply_trimmer
   facebook-messenger
   factory_bot_rails (>= 6.4.3)
   faker
   faraday_middleware-aws-sigv4
   fcm
-  firecrawl-sdk (~> 1.0)
   flag_shih_tzu
   foreman
-  gemoji
   geocoder
   gmail_xoauth
   google-cloud-dialogflow-v2 (>= 0.24.0)
@@ -1117,7 +1042,7 @@ DEPENDENCIES
   json_schemer
   judoscale-rails
   judoscale-sidekiq
-  jwt (~> 2.10, >= 2.10.3)
+  jwt
   kaminari
   koala
   letter_opener
@@ -1138,21 +1063,18 @@ DEPENDENCIES
   omniauth-rails_csrf_protection (~> 1.0, >= 1.0.2)
   omniauth-saml
   opensearch-ruby
-  opentelemetry-exporter-otlp
-  opentelemetry-sdk
   pg
   pg_search
   pgvector
   procore-sift
   pry-rails
-  puma (~> 7.2, >= 7.2.1)
+  puma
   pundit
   rack-attack (>= 6.7.0)
   rack-cors (= 2.0.0)
   rack-mini-profiler (>= 3.2.0)
   rack-timeout
   rails (~> 7.1)
-  rails-i18n (~> 7.0)
   redis
   redis-namespace
   responders (>= 3.1.1)
@@ -1166,7 +1088,6 @@ DEPENDENCIES
   rubocop-rails
   rubocop-rspec
   ruby-openai
-  ruby_llm (>= 1.14.1)
   ruby_llm-schema
   scout_apm
   scss_lint
@@ -1177,19 +1098,17 @@ DEPENDENCIES
   sentry-sidekiq (>= 5.19.0)
   shopify_api
   shoulda-matchers
-  sidekiq (~> 7.3, >= 7.3.1)
+  sidekiq (>= 7.3.1)
-  sidekiq-cron (>= 2.4.0)
+  sidekiq-cron (>= 1.12.0)
   sidekiq_alive
   simplecov (>= 0.21)
   simplecov_json_formatter
-  skooma
   slack-ruby-client (~> 2.7.0)
   spring
   spring-watcher-listen
   squasher
-  ssrf_filter (~> 1.5)
   stackprof
-  stripe (~> 18.0)
+  stripe
   telephone_number
   test-prof
   tidewave

LICENSE

@@ -1,4 +1,4 @@
-Copyright (c) 2017-2026 Chatwoot Inc.
+Copyright (c) 2017-2024 Chatwoot Inc.
 
 Portions of this software are licensed as follows:
 

Makefile

@@ -40,12 +40,8 @@ run:
 	fi
 
 force_run:
-	@echo "Cleaning up Overmind processes..."
+	rm -f ./.overmind.sock
-	@lsof -ti:3036 2>/dev/null | xargs kill -9 2>/dev/null || true
+	rm -f tmp/pids/*.pid
-	@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:

README.md

@@ -8,6 +8,7 @@ ___
 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>
@@ -136,4 +137,4 @@ Thanks goes to all these [wonderful people](https://www.chatwoot.com/docs/contri
 <a href="https://github.com/chatwoot/chatwoot/graphs/contributors"><img src="https://opencollective.com/chatwoot/contributors.svg?width=890&button=false" /></a>
 
 
-*Chatwoot* &copy; 2017-2026, Chatwoot Inc - Released under the MIT License.
+*Chatwoot* &copy; 2017-2025, Chatwoot Inc - Released under the MIT License.

VERSION_CW

@@ -1 +1 @@
-4.16.1
+4.4.0

VERSION_CWCTL

@@ -1 +1 @@
-3.5.0
+3.4.3

app.json

@@ -36,10 +36,6 @@
     "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": {

app/actions/contact_identify_action.rb

@@ -104,7 +104,7 @@ 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! if @contact.changed?
+    @contact.save!
     enqueue_avatar_job
   end
 

app/builders/account_builder.rb

@@ -44,11 +44,7 @@ class AccountBuilder
   end
 
   def create_account
-    @account = Account.create!(
+    @account = Account.create!(name: account_name, locale: I18n.locale)
-      name: account_name,
-      locale: I18n.locale,
-      custom_attributes: { 'onboarding_step' => 'account_details' }
-    )
     Current.account = @account
   end
 

app/builders/agent_builder.rb

@@ -2,14 +2,6 @@
 # It initializes with necessary attributes and provides a perform method
 # to create a user and account user in a transaction.
 class AgentBuilder
-  LIMIT_EXCEEDED_MESSAGE = 'Account limit exceeded. Please purchase more licenses'.freeze
-
-  class LimitExceededError < StandardError
-    def initialize
-      super(AgentBuilder::LIMIT_EXCEEDED_MESSAGE)
-    end
-  end
-
   # Initializes an AgentBuilder with necessary attributes.
   # @param email [String] the email of the user.
   # @param name [String] the name of the user.
@@ -22,32 +14,23 @@ class AgentBuilder
   # Creates a user and account user in a transaction.
   # @return [User] the created user.
   def perform
-    account.with_lock do
-      raise LimitExceededError unless can_add_agent?
-
     ActiveRecord::Base.transaction do
       @user = find_or_create_user
       create_account_user
     end
-    end
     @user
   end
 
   private
 
-  def can_add_agent?
-    account.usage_limits[:agents] > account.account_users.count
-  end
-
   # Finds a user by email or creates a new one with a temporary password.
   # @return [User] the found or created user.
   def find_or_create_user
     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.

app/builders/contact_inbox_builder.rb

@@ -103,5 +103,3 @@ class ContactInboxBuilder
     @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_name,
+      name: contact_attributes[:name] || ::Haikunator.haikunate(1000),
       phone_number: contact_attributes[:phone_number],
       email: contact_attributes[:email],
       identifier: contact_attributes[:identifier],
@@ -59,11 +59,6 @@ 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])

app/builders/email/base_builder.rb

@@ -1,6 +1,4 @@
 class Email::BaseBuilder
-  include EmailAddressParseable
-
   pattr_initialize [:inbox!]
 
   private
@@ -41,7 +39,7 @@ class Email::BaseBuilder
   end
 
   def business_name
-    inbox.sanitized_business_name
+    inbox.business_name || inbox.sanitized_name
   end
 
   def account_support_email
@@ -49,4 +47,8 @@ class Email::BaseBuilder
     # can save it in the format "Name <email@domain.com>"
     parse_email(account.support_email)
   end
+
+  def parse_email(email_string)
+    Mail::Address.new(email_string).address
+  end
 end

app/builders/messages/facebook/message_builder.rb

@@ -91,21 +91,11 @@ class Messages::Facebook::MessageBuilder < Messages::Messenger::MessageBuilder
 
   def fallback_params(attachment)
     {
-      fallback_title: attachment['title'] || attachment.dig('payload', 'title'),
+      fallback_title: attachment['title'],
-      external_url: attachment['url'] || attachment.dig('payload', 'url')
+      external_url: attachment['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,
@@ -115,19 +105,15 @@ 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: content_attributes,
+      content_attributes: {
+        in_reply_to_external_id: response.in_reply_to_external_id
+      },
       sender: @outgoing_echo ? nil : @contact_inbox.contact
     }
   end

app/builders/messages/instagram/base_message_builder.rb

@@ -112,25 +112,6 @@ class Messages::Instagram::BaseMessageBuilder < Messages::Messenger::MessageBuil
     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
@@ -158,7 +139,6 @@ class Messages::Instagram::BaseMessageBuilder < Messages::Messenger::MessageBuil
       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,
@@ -167,7 +147,6 @@ class Messages::Instagram::BaseMessageBuilder < Messages::Messenger::MessageBuil
       }
     }
 
-    params[:content_attributes][:external_echo] = true if @outgoing_echo
     params[:content_attributes][:is_unsupported] = true if message_is_unsupported?
     params
   end

app/builders/messages/message_builder.rb

@@ -1,8 +1,5 @@
 class Messages::MessageBuilder
   include ::FileTypeHelper
-  include ::EmailHelper
-  include ::DataHelper
-
   attr_reader :message
 
   def initialize(user, conversation, params)
@@ -10,10 +7,8 @@ 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)
 
@@ -25,9 +20,6 @@ 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
@@ -42,12 +34,30 @@ class Messages::MessageBuilder
     params = convert_to_hash(@params)
     content_attributes = params.fetch(:content_attributes, {})
 
-    return safe_parse_json(content_attributes) if content_attributes.is_a?(String)
+    return 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?
 
@@ -57,23 +67,14 @@ class Messages::MessageBuilder
         file: uploaded_attachment
       )
 
-      attachment.file_type = attachment_file_type(uploaded_attachment)
+      attachment.file_type = if uploaded_attachment.is_a?(String)
-      tag_voice_message(attachment)
+                               file_type_by_signed_id(
-    end
+                                 uploaded_attachment
-  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
@@ -91,20 +92,18 @@ 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'
@@ -148,90 +147,10 @@ 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

@@ -2,30 +2,14 @@ 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 unsupported file
+    # This check handles very rare case if there are multiple files to attach with only one usupported file
     return if unsupported_file_type?(attachment['type'])
 
-    params = attachment_params(attachment)
+    attachment_obj = @message.attachments.new(attachment_params(attachment).except(:remote_file_url))
-    # 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!
-    if facebook_reel?(attachment)
+    attach_file(attachment_obj, attachment_params(attachment)[:remote_file_url]) if attachment_params(attachment)[:remote_file_url]
-      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'
+    update_attachment_file_type(attachment_obj)
-    fetch_ig_post_link(attachment_obj) if attachment_obj.file_type == 'ig_post'
   end
 
   def attach_file(attachment, file_url)
@@ -37,17 +21,13 @@ 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 = normalize_file_type(attachment['type'])
+    file_type = attachment['type'].to_sym
     params = { file_type: file_type, account_id: @message.account_id }
 
-    if [:image, :file, :audio, :video, :share, :story_mention, :ig_reel, :ig_post, :ig_story].include? file_type
+    if [:image, :file, :audio, :video, :share, :story_mention, :ig_reel].include? file_type
       params.merge!(file_type_params(attachment))
     elsif file_type == :location
       params.merge!(location_params(attachment))
@@ -59,17 +39,9 @@ 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: url,
+      external_url: attachment['payload']['url'],
-      remote_file_url: url
+      remote_file_url: attachment['payload']['url']
     }
   end
 
@@ -96,21 +68,6 @@ class Messages::Messenger::MessageBuilder
     message.save!
   end
 
-  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)
     {}
@@ -118,36 +75,7 @@ class Messages::Messenger::MessageBuilder
 
   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, :ephemeral].include? attachment_type.to_sym
+    [:template, :unsupported_type].include? attachment_type.to_sym
   end
 end

app/builders/notification_builder.rb

@@ -27,8 +27,6 @@ class NotificationBuilder
     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,
@@ -38,17 +36,4 @@ 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

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

app/builders/v2/reports/agent_summary_builder.rb

@@ -11,6 +11,10 @@ class V2::Reports::AgentSummaryBuilder < V2::Reports::BaseSummaryBuilder
   attr_reader :conversations_count, :resolved_count,
               :avg_resolution_time, :avg_first_response_time, :avg_reply_time
 
+  def fetch_conversations_count
+    account.conversations.where(created_at: range).group('assignee_id').count
+  end
+
   def prepare_report
     account.account_users.map do |account_user|
       build_agent_stats(account_user)

app/builders/v2/reports/base_summary_builder.rb

@@ -9,13 +9,27 @@ class V2::Reports::BaseSummaryBuilder
   private
 
   def load_data
-    results = data_source.summary
+    @conversations_count = fetch_conversations_count
+    @resolved_count = fetch_resolved_count
+    @avg_resolution_time = fetch_average_time('conversation_resolved')
+    @avg_first_response_time = fetch_average_time('first_response')
+    @avg_reply_time = fetch_average_time('reply_time')
+  end
 
-    @conversations_count = results.transform_values { |data| data[:conversations_count] }
+  def reporting_events
-    @resolved_count = results.transform_values { |data| data[:resolved_conversations_count] }
+    @reporting_events ||= account.reporting_events.where(created_at: range)
-    @avg_resolution_time = results.transform_values { |data| data[:avg_resolution_time] }
+  end
-    @avg_first_response_time = results.transform_values { |data| data[:avg_first_response_time] }
+
-    @avg_reply_time = results.transform_values { |data| data[:avg_reply_time] }
+  def fetch_conversations_count
+    # Override this method
+  end
+
+  def fetch_average_time(event_name)
+    get_grouped_average(reporting_events.where(name: event_name))
+  end
+
+  def fetch_resolved_count
+    reporting_events.where(name: 'conversation_resolved').group(group_by_key).count
   end
 
   def group_by_key
@@ -26,26 +40,11 @@ class V2::Reports::BaseSummaryBuilder
     # Override this method
   end
 
-  def data_source
+  def get_grouped_average(events)
-    @data_source ||= Reports::DataSource.for(
+    events.group(group_by_key).average(average_value_key)
-      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
+  def average_value_key
-    {
+    ActiveModel::Type::Boolean.new.cast(params[:business_hours]).present? ? :value_in_business_hours : :value
-      '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

@@ -31,24 +31,13 @@ class V2::Reports::BotMetricsBuilder
   end
 
   def bot_resolutions_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,
-    account.reporting_events.joins(:conversation).select(:conversation_id)
+                                                                                 created_at: range).distinct.count
-           .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)
+    account.reporting_events.joins(:conversation).select(:conversation_id).where(account_id: account.id, name: :conversation_bot_handoff,
-           .where(account_id: account.id, name: :conversation_bot_handoff, created_at: range)
+                                                                                 created_at: range).distinct.count
-           .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

@@ -1,38 +0,0 @@
-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

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

app/builders/v2/reports/drilldown_builder.rb

@@ -1,213 +0,0 @@
-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

@@ -1,199 +0,0 @@
-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

@@ -1,68 +0,0 @@
-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

@@ -1,65 +0,0 @@
-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

@@ -11,6 +11,18 @@ class V2::Reports::InboxSummaryBuilder < V2::Reports::BaseSummaryBuilder
   attr_reader :conversations_count, :resolved_count,
               :avg_resolution_time, :avg_first_response_time, :avg_reply_time
 
+  def load_data
+    @conversations_count = fetch_conversations_count
+    @resolved_count = fetch_resolved_count
+    @avg_resolution_time = fetch_average_time('conversation_resolved')
+    @avg_first_response_time = fetch_average_time('first_response')
+    @avg_reply_time = fetch_average_time('reply_time')
+  end
+
+  def fetch_conversations_count
+    account.conversations.where(created_at: range).group(group_by_key).count
+  end
+
   def prepare_report
     account.inboxes.map do |inbox|
       build_inbox_stats(inbox)
@@ -31,4 +43,8 @@ class V2::Reports::InboxSummaryBuilder < V2::Reports::BaseSummaryBuilder
   def group_by_key
     :inbox_id
   end
+
+  def average_value_key
+    ActiveModel::Type::Boolean.new.cast(params[:business_hours]) ? :value_in_business_hours : :value
+  end
 end

app/builders/v2/reports/outgoing_messages_count_builder.rb

@@ -1,79 +0,0 @@
-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

@@ -6,6 +6,14 @@ class V2::Reports::TeamSummaryBuilder < V2::Reports::BaseSummaryBuilder
   attr_reader :conversations_count, :resolved_count,
               :avg_resolution_time, :avg_first_response_time, :avg_reply_time
 
+  def fetch_conversations_count
+    account.conversations.where(created_at: range).group(:team_id).count
+  end
+
+  def reporting_events
+    @reporting_events ||= account.reporting_events.where(created_at: range).joins(:conversation)
+  end
+
   def prepare_report
     account.teams.map do |team|
       build_team_stats(team)

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

@@ -0,0 +1,48 @@
+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, account_id: account.id)
+  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

@@ -1,13 +1,12 @@
 class V2::Reports::Timeseries::BaseTimeseriesBuilder
   include TimezoneHelper
   include DateRangeHelper
-
   DEFAULT_GROUP_BY = 'day'.freeze
 
   pattr_initialize :account, :params
 
   def scope
-    case dimension_type.to_sym
+    case params[:type].to_sym
     when :account
       account
     when :inbox
@@ -21,20 +20,6 @@ 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
@@ -58,10 +43,4 @@ 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

@@ -0,0 +1,78 @@
+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.where(
+      name: :conversation_resolved,
+      account_id: account.id,
+      created_at: range
+    )
+  end
+
+  def scope_for_bot_resolutions_count
+    scope.reporting_events.where(
+      name: :conversation_bot_resolved,
+      account_id: account.id,
+      created_at: range
+    )
+  end
+
+  def scope_for_bot_handoffs_count
+    scope.reporting_events.joins(:conversation).select(:conversation_id).where(
+      name: :conversation_bot_handoff,
+      account_id: account.id,
+      created_at: range
+    ).distinct
+  end
+
+  def grouped_count
+    # IMPORTANT: time_zone parameter affects both data grouping AND output timestamps
+    # It converts timestamps to the target timezone before grouping, which means
+    # the same event can fall into different day buckets depending on timezone
+    # Example: 2024-01-15 00:00 UTC becomes 2024-01-14 16:00 PST (falls on different day)
+    @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

@@ -1,9 +0,0 @@
-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

@@ -1,74 +0,0 @@
-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/controllers/api/v1/accounts/agent_bots_controller.rb

@@ -1,9 +1,10 @@
 class Api::V1::Accounts::AgentBotsController < Api::V1::Accounts::BaseController
+  before_action :current_account
   before_action :check_authorization
   before_action :agent_bot, except: [:index, :create]
 
   def index
-    @agent_bots = AgentBot.accessible_to(Current.account)
+    @agent_bots = AgentBot.where(account_id: [nil, Current.account.id])
   end
 
   def show; end
@@ -33,14 +34,10 @@ class Api::V1::Accounts::AgentBotsController < Api::V1::Accounts::BaseController
     @agent_bot.reload
   end
 
-  def reset_secret
-    @agent_bot.reset_secret!
-  end
-
   private
 
   def agent_bot
-    @agent_bot = AgentBot.accessible_to(Current.account).find(params[:id]) if params[:action] == 'show'
+    @agent_bot = AgentBot.where(account_id: [nil, Current.account.id]).find(params[:id]) if params[:action] == 'show'
     @agent_bot ||= Current.account.agent_bots.find(params[:id])
   end
 

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

@@ -1,6 +1,8 @@
 class Api::V1::Accounts::AgentsController < Api::V1::Accounts::BaseController
   before_action :fetch_agent, except: [:create, :index, :bulk_create]
   before_action :check_authorization
+  before_action :validate_limit, only: [:create]
+  before_action :validate_limit_for_bulk_create, only: [:bulk_create]
 
   def index
     @agents = agents
@@ -18,8 +20,6 @@ class Api::V1::Accounts::AgentsController < Api::V1::Accounts::BaseController
     )
 
     @agent = builder.perform
-  rescue AgentBuilder::LimitExceededError => e
-    render_payment_required(e.message)
   end
 
   def update
@@ -36,13 +36,25 @@ class Api::V1::Accounts::AgentsController < Api::V1::Accounts::BaseController
   def bulk_create
     emails = params[:emails]
 
-    bulk_create_agents(emails)
+    emails.each do |email|
+      builder = AgentBuilder.new(
+        email: email,
+        name: email.split('@').first,
+        inviter: current_user,
+        account: Current.account
+      )
+      begin
+        builder.perform
+      rescue ActiveRecord::RecordInvalid => e
+        Rails.logger.info "[Agent#bulk_create] ignoring email #{email}, errors: #{e.record.errors}"
+      end
+    end
+
     # This endpoint is used to bulk create agents during onboarding
     # onboarding_step key in present in Current account custom attributes, since this is a one time operation
-    clear_onboarding_step
+    Current.account.custom_attributes.delete('onboarding_step')
+    Current.account.save!
     head :ok
-  rescue AgentBuilder::LimitExceededError => e
-    render_payment_required(e.message)
   end
 
   private
@@ -75,33 +87,22 @@ class Api::V1::Accounts::AgentsController < Api::V1::Accounts::BaseController
     @agents ||= Current.account.users.order_by_full_name.includes(:account_users, { avatar_attachment: [:blob] })
   end
 
-  def bulk_create_agents(emails)
+  def validate_limit_for_bulk_create
-    Current.account.with_lock do
+    limit_available = params[:emails].count <= available_agent_count
-      raise AgentBuilder::LimitExceededError if emails.count > available_agent_count
 
-      emails.each { |email| create_agent_from_email(email) }
+    render_payment_required('Account limit exceeded. Please purchase more licenses') unless limit_available
-    end
   end
 
-  def create_agent_from_email(email)
+  def validate_limit
-    builder = AgentBuilder.new(
+    render_payment_required('Account limit exceeded. Please purchase more licenses') unless can_add_agent?
-      email: email,
-      name: email.split('@').first,
-      inviter: current_user,
-      account: Current.account
-    )
-    builder.perform
-  rescue ActiveRecord::RecordInvalid => e
-    Rails.logger.info "[Agent#bulk_create] ignoring email #{email}, errors: #{e.record.errors}"
-  end
-
-  def clear_onboarding_step
-    Current.account.custom_attributes.delete('onboarding_step')
-    Current.account.save!
   end
 
   def available_agent_count
-    Current.account.usage_limits[:agents] - Current.account.account_users.count
+    Current.account.usage_limits[:agents] - agents.count
+  end
+
+  def can_add_agent?
+    available_agent_count.positive?
   end
 
   def delete_user_record(agent)

app/controllers/api/v1/accounts/articles/bulk_actions_controller.rb

@@ -1,59 +0,0 @@
-class Api::V1::Accounts::Articles::BulkActionsController < Api::V1::Accounts::BaseController
-  before_action :portal
-  before_action :check_authorization
-  before_action :set_articles, only: [:update_status, :update_category, :delete_articles]
-
-  def translate
-    head :not_implemented
-  end
-
-  def update_status
-    return render_could_not_create_error(I18n.t('portals.articles.no_articles_found')) if @articles.none?
-    return render_could_not_create_error(I18n.t('portals.articles.invalid_status')) unless Article.statuses.key?(params[:status])
-
-    ActiveRecord::Base.transaction do
-      @articles.find_each { |article| article.update!(status: params[:status]) }
-    end
-    head :ok
-  rescue ActiveRecord::RecordInvalid => e
-    render_could_not_create_error(e.message)
-  end
-
-  def update_category
-    return render_could_not_create_error(I18n.t('portals.articles.no_articles_found')) if @articles.none?
-    return render_could_not_create_error(I18n.t('portals.articles.category_not_found')) unless category_valid?
-
-    ActiveRecord::Base.transaction do
-      @articles.find_each { |article| article.update!(category_id: params[:category_id]) }
-    end
-    head :ok
-  rescue ActiveRecord::RecordInvalid => e
-    render_could_not_create_error(e.message)
-  end
-
-  def delete_articles
-    return render_could_not_create_error(I18n.t('portals.articles.no_articles_found')) if @articles.none?
-
-    @articles.destroy_all
-    head :ok
-  end
-
-  private
-
-  def portal
-    @portal ||= Current.account.portals.find_by!(slug: params[:portal_id])
-  end
-
-  def check_authorization
-    authorize(Article, :create?)
-  end
-
-  def set_articles
-    @articles = @portal.articles.where(id: params[:ids])
-  end
-
-  def category_valid?
-    @portal.categories.exists?(id: params[:category_id])
-  end
-end
-Api::V1::Accounts::Articles::BulkActionsController.prepend_mod_with('Api::V1::Accounts::Articles::BulkActionsController')

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

@@ -22,16 +22,15 @@ class Api::V1::Accounts::ArticlesController < Api::V1::Accounts::BaseController
   def edit; end
 
   def create
-    params_with_defaults = article_params
+    @article = @portal.articles.create!(article_params)
-    params_with_defaults[:status] ||= :draft
-    @article = @portal.articles.create!(params_with_defaults)
     @article.associate_root_article(article_params[:associated_article_id])
+    @article.draft!
     render json: { error: @article.errors.messages }, status: :unprocessable_entity and return unless @article.valid?
   end
 
   def update
-    persist_article_changes if params[:article].present?
+    @article.update!(article_params) if params[:article].present?
-    render json: { message: @article.errors.full_messages.to_sentence }, status: :unprocessable_entity and return unless @article.valid?
+    render json: { error: @article.errors.messages }, status: :unprocessable_entity and return unless @article.valid?
   end
 
   def destroy
@@ -40,8 +39,8 @@ class Api::V1::Accounts::ArticlesController < Api::V1::Accounts::BaseController
   end
 
   def reorder
-    positions = Article.update_positions(portal: @portal, positions_hash: params[:positions_hash])
+    Article.update_positions(params[:positions_hash])
-    render json: { positions: positions }
+    head :ok
   end
 
   private
@@ -67,24 +66,10 @@ class Api::V1::Accounts::ArticlesController < Api::V1::Accounts::BaseController
     @portal ||= Current.account.portals.find_by!(slug: params[:portal_id])
   end
 
-  # Draft-only autosaves must not bump the public-facing updated_at, so write
-  # them with update_columns (which skips the timestamp). update_columns also
-  # skips validations, so assign and validate first to avoid persisting content
-  # that exceeds the column length limit.
-  def persist_article_changes
-    keys = article_params.to_h.keys
-    if keys.any? && (keys - %w[draft_title draft_content]).empty?
-      @article.assign_attributes(article_params)
-      @article.update_columns(article_params.to_h) if @article.valid? # rubocop:disable Rails/SkipsModelValidations
-    else
-      @article.update!(article_params)
-    end
-  end
-
   def article_params
     params.require(:article).permit(
       :title, :slug, :position, :content, :description, :category_id, :author_id, :associated_article_id, :status,
-      :locale, :draft_title, :draft_content, meta: [:title,
+      :locale, meta: [:title,
                       :description,
                       { tags: [] }]
     )

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

@@ -2,8 +2,6 @@ class Api::V1::Accounts::AssignableAgentsController < Api::V1::Accounts::BaseCon
   before_action :fetch_inboxes
 
   def index
-    # TODO: Remove this opt-in once mobile clients support AgentBot assignees in this payload.
-    @include_agent_bots = params[:include_agent_bots].present?
     agent_ids = @inboxes.map do |inbox|
       authorize inbox, :show?
       member_ids = inbox.members.pluck(:user_id)
@@ -12,7 +10,6 @@ class Api::V1::Accounts::AssignableAgentsController < Api::V1::Accounts::BaseCon
     agent_ids = agent_ids.inject(:&)
     agents = Current.account.users.where(id: agent_ids)
     @assignable_agents = (agents + Current.account.administrators).uniq
-    @agent_bots = @include_agent_bots ? AgentBot.accessible_to(Current.account) : []
   end
 
   private

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

@@ -30,8 +30,7 @@ class Api::V1::Accounts::AssignmentPoliciesController < Api::V1::Accounts::BaseC
   def assignment_policy_params
     params.require(:assignment_policy).permit(
       :name, :description, :assignment_order, :conversation_priority,
-      :fair_distribution_limit, :fair_distribution_window, :enabled,
+      :fair_distribution_limit, :fair_distribution_window, :enabled
-      :exclude_older_than_hours
     )
   end
 end

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

@@ -1,6 +1,4 @@
 class Api::V1::Accounts::AutomationRulesController < Api::V1::Accounts::BaseController
-  include AttachmentConcern
-
   before_action :check_authorization
   before_action :fetch_automation_rule, only: [:show, :update, :destroy, :clone]
 
@@ -11,32 +9,25 @@ class Api::V1::Accounts::AutomationRulesController < Api::V1::Accounts::BaseCont
   def show; end
 
   def create
-    blobs, actions, error = validate_and_prepare_attachments(params[:actions])
-    return render_could_not_create_error(error) if error
-
     @automation_rule = Current.account.automation_rules.new(automation_rules_permit)
-    @automation_rule.actions = actions
+    @automation_rule.actions = params[:actions]
     @automation_rule.conditions = params[:conditions]
 
-    return render_could_not_create_error(@automation_rule.errors.messages) unless @automation_rule.valid?
+    render json: { error: @automation_rule.errors.messages }, status: :unprocessable_entity and return unless @automation_rule.valid?
 
     @automation_rule.save!
-    blobs.each { |blob| @automation_rule.files.attach(blob) }
+    process_attachments
+    @automation_rule
   end
 
   def update
-    blobs, actions, error = validate_and_prepare_attachments(params[:actions], @automation_rule)
-    return render_could_not_create_error(error) if error
-
     ActiveRecord::Base.transaction do
-      @automation_rule.assign_attributes(automation_rules_permit)
+      automation_rule_update
-      @automation_rule.actions = actions if params[:actions]
+      process_attachments
-      @automation_rule.conditions = params[:conditions] if params[:conditions]
+
-      @automation_rule.save!
-      blobs.each { |blob| @automation_rule.files.attach(blob) }
     rescue StandardError => e
       Rails.logger.error e
-      render_could_not_create_error(@automation_rule.errors.messages)
+      render json: { error: @automation_rule.errors.messages }.to_json, status: :unprocessable_entity
     end
   end
 
@@ -52,11 +43,29 @@ class Api::V1::Accounts::AutomationRulesController < Api::V1::Accounts::BaseCont
     @automation_rule = new_rule
   end
 
+  def process_attachments
+    actions = @automation_rule.actions.filter_map { |k, _v| k if k['action_name'] == 'send_attachment' }
+    return if actions.blank?
+
+    actions.each do |action|
+      blob_id = action['action_params']
+      blob = ActiveStorage::Blob.find_by(id: blob_id)
+      @automation_rule.files.attach(blob)
+    end
+  end
+
   private
 
+  def automation_rule_update
+    @automation_rule.update!(automation_rules_permit)
+    @automation_rule.actions = params[:actions] if params[:actions]
+    @automation_rule.conditions = params[:conditions] if params[:conditions]
+    @automation_rule.save!
+  end
+
   def automation_rules_permit
     params.permit(
-      :name, :description, :event_name, :active,
+      :name, :description, :event_name, :account_id, :active,
       conditions: [:attribute_key, :filter_operator, :query_operator, :custom_attribute_type, { values: [] }],
       actions: [:action_name, { action_params: [] }]
     )

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

@@ -2,14 +2,5 @@ class Api::V1::Accounts::BaseController < Api::BaseController
   include SwitchLocale
   include EnsureCurrentAccountHelper
   before_action :current_account
-  before_action :validate_token_api_access, if: :authenticate_by_access_token?
   around_action :switch_locale_using_account_locale
-
-  private
-
-  def validate_token_api_access
-    return if Current.account.api_and_webhooks_enabled?
-
-    render json: { error: 'API access is not enabled for this account' }, status: :forbidden
-  end
 end

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

@@ -1,28 +0,0 @@
-class Api::V1::Accounts::BrandedEmailLayoutsController < Api::V1::Accounts::BaseController
-  before_action :check_admin_authorization?
-
-  def show
-    set_branded_email_layout
-  end
-
-  def update
-    unless Current.account.feature_enabled?(:branded_email_templates)
-      render_could_not_create_error('Branded email templates feature is not enabled')
-      return
-    end
-
-    branded_email_layout = params[:branded_email_layout] == 'null' ? nil : params[:branded_email_layout]
-    EmailTemplate.update_account_branded_layout!(account: Current.account, body: branded_email_layout) if params.key?(:branded_email_layout)
-    set_branded_email_layout
-  rescue ActiveRecord::RecordInvalid => e
-    render_could_not_create_error(e.record.errors.full_messages.join(', '))
-  end
-
-  private
-
-  def set_branded_email_layout
-    @branded_email_layout = EmailTemplate.account_branded_layout_template_for(Current.account)&.body
-  end
-end
-
-Api::V1::Accounts::BrandedEmailLayoutsController.prepend_mod_with('Api::V1::Accounts::BrandedEmailLayoutsController')

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

@@ -1,12 +1,13 @@
 class Api::V1::Accounts::BulkActionsController < Api::V1::Accounts::BaseController
+  before_action :type_matches?
+
   def create
-    case normalized_type
+    if type_matches?
-    when 'Conversation'
+      ::BulkActionsJob.perform_later(
-      enqueue_conversation_job
+        account: @current_account,
-      head :ok
+        user: current_user,
-    when 'Contact'
+        params: permitted_params
-      check_authorization_for_contact_action
+      )
-      enqueue_contact_job
       head :ok
     else
       render json: { success: false }, status: :unprocessable_entity
@@ -15,54 +16,11 @@ class Api::V1::Accounts::BulkActionsController < Api::V1::Accounts::BaseControll
 
   private
 
-  def normalized_type
+  def type_matches?
-    params[:type].to_s.camelize
+    ['Conversation'].include?(params[:type])
   end
 
-  def enqueue_conversation_job
+  def permitted_params
-    ::BulkActionsJob.perform_later(
+    params.permit(:type, :snoozed_until, ids: [], fields: [:status, :assignee_id, :team_id], labels: [add: [], remove: []])
-      account: @current_account,
-      user: current_user,
-      params: conversation_params
-    )
-  end
-
-  def enqueue_contact_job
-    Contacts::BulkActionJob.perform_later(
-      @current_account.id,
-      current_user.id,
-      contact_params
-    )
-  end
-
-  def delete_contact_action?
-    params[:action_name] == 'delete'
-  end
-
-  def check_authorization_for_contact_action
-    authorize(Contact, :destroy?) if delete_contact_action?
-  end
-
-  def conversation_params
-    # TODO: Align conversation payloads with the `{ action_name, action_attributes }`
-    # and then remove this method in favor of a common params method.
-    base = params.permit(
-      :snoozed_until,
-      fields: [:status, :assignee_id, :team_id]
-    )
-    append_common_bulk_attributes(base)
-  end
-
-  def contact_params
-    # TODO: remove this method in favor of a common params method.
-    # once legacy conversation payloads are migrated.
-    append_common_bulk_attributes({})
-  end
-
-  def append_common_bulk_attributes(base_params)
-    # NOTE: Conversation payloads historically diverged per action. Going forward we
-    # want all objects to share a common contract: `{ action_name, action_attributes }`
-    common = params.permit(:type, :action_name, ids: [], labels: [add: [], remove: []])
-    base_params.merge(common)
   end
 end

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

@@ -6,7 +6,6 @@ class Api::V1::Accounts::CallbacksController < Api::V1::Accounts::BaseController
     page_access_token = params[:page_access_token]
     page_id = params[:page_id]
     inbox_name = params[:inbox_name]
-
     ActiveRecord::Base.transaction do
       facebook_channel = Current.account.facebook_pages.create!(
         page_id: page_id, user_access_token: user_access_token,
@@ -16,8 +15,6 @@ class Api::V1::Accounts::CallbacksController < Api::V1::Accounts::BaseController
       set_instagram_id(page_access_token, facebook_channel)
       set_avatar(@facebook_inbox, page_id)
     end
-  rescue CustomExceptions::Inbox::LimitExceeded => e
-    render_error_response(e)
   rescue StandardError => e
     ChatwootExceptionTracker.new(e).capture_exception
     Rails.logger.error "Error in register_facebook_page: #{e.message}"

app/controllers/api/v1/accounts/captain/preferences_controller.rb

@@ -1,83 +0,0 @@
-class Api::V1::Accounts::Captain::PreferencesController < Api::V1::Accounts::BaseController
-  before_action :authorize_account_update, only: [:update]
-
-  def show
-    render json: preferences_payload
-  end
-
-  def update
-    params_to_update = captain_params
-    @current_account.captain_models = params_to_update[:captain_models] if params_to_update.key?(:captain_models)
-    @current_account.captain_features = params_to_update[:captain_features] if params_to_update.key?(:captain_features)
-    @current_account.save!
-
-    render json: preferences_payload
-  end
-
-  private
-
-  def preferences_payload
-    {
-      providers: Llm::Models.providers,
-      models: Llm::Models.models,
-      features: features_with_account_preferences
-    }
-  end
-
-  def authorize_account_update
-    authorize @current_account, :update?
-  end
-
-  def captain_params
-    permitted = {}
-    permitted[:captain_models] = merged_captain_models if params[:captain_models].present?
-    permitted[:captain_features] = merged_captain_features if params[:captain_features].present?
-    permitted
-  end
-
-  def merged_captain_models
-    existing_models = @current_account.captain_models || {}
-    existing_models.merge(permitted_captain_models).compact_blank.presence
-  end
-
-  def merged_captain_features
-    existing_features = @current_account.captain_features || {}
-    existing_features.merge(permitted_captain_features)
-  end
-
-  def permitted_captain_models
-    params.require(:captain_models).permit(*captain_feature_keys).to_h.stringify_keys
-  end
-
-  def permitted_captain_features
-    params.require(:captain_features).permit(*captain_feature_keys).to_h.stringify_keys
-  end
-
-  def captain_feature_keys
-    Llm::Models.feature_keys.map(&:to_sym)
-  end
-
-  def features_with_account_preferences
-    preferences = Current.account.captain_preferences
-    account_features = preferences[:features] || {}
-
-    Llm::Models.feature_keys.index_with do |feature_key|
-      config = Llm::Models.feature_config(feature_key)
-      route = Llm::FeatureRouter.resolve(feature: feature_key, account: Current.account)
-      config.merge(
-        default: default_model_for(feature_key),
-        enabled: account_features[feature_key] == true,
-        model: route[:model],
-        selected: route[:model],
-        provider: route[:provider],
-        source: route[:source]
-      )
-    end
-  end
-
-  def default_model_for(feature_key)
-    return Llm::FeatureRouter::CAPTAIN_V2_ASSISTANT_MODEL if feature_key == 'assistant' && Current.account.feature_enabled?('captain_integration_v2')
-
-    Llm::Models.default_model_for(feature_key)
-  end
-end

app/controllers/api/v1/accounts/captain/tasks_controller.rb

@@ -1,73 +0,0 @@
-class Api::V1::Accounts::Captain::TasksController < Api::V1::Accounts::BaseController
-  before_action :check_authorization
-
-  def rewrite
-    result = Captain::RewriteService.new(
-      account: Current.account,
-      content: params[:content],
-      operation: params[:operation],
-      conversation_display_id: params[:conversation_display_id]
-    ).perform
-
-    render_result(result)
-  end
-
-  def summarize
-    result = Captain::SummaryService.new(
-      account: Current.account,
-      conversation_display_id: params[:conversation_display_id]
-    ).perform
-
-    render_result(result)
-  end
-
-  def reply_suggestion
-    result = Captain::ReplySuggestionService.new(
-      account: Current.account,
-      conversation_display_id: params[:conversation_display_id],
-      user: Current.user
-    ).perform
-
-    render_result(result)
-  end
-
-  def label_suggestion
-    result = Captain::LabelSuggestionService.new(
-      account: Current.account,
-      conversation_display_id: params[:conversation_display_id]
-    ).perform
-
-    render_result(result)
-  end
-
-  def follow_up
-    result = Captain::FollowUpService.new(
-      account: Current.account,
-      follow_up_context: params[:follow_up_context]&.to_unsafe_h,
-      user_message: params[:message],
-      conversation_display_id: params[:conversation_display_id]
-    ).perform
-
-    render_result(result)
-  end
-
-  private
-
-  def render_result(result)
-    if result.nil?
-      render json: { message: nil }
-    elsif result[:error]
-      render json: { error: result[:error] }, status: :unprocessable_content
-    else
-      response_data = { message: result[:message] }
-      response_data[:follow_up_context] = result[:follow_up_context] if result[:follow_up_context]
-      render json: response_data
-    end
-  end
-
-  def check_authorization
-    authorize(:'captain/tasks')
-  end
-end
-
-Api::V1::Accounts::Captain::TasksController.prepend_mod_with('Api::V1::Accounts::Captain::TasksController')

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

@@ -1,7 +1,7 @@
 class Api::V1::Accounts::CategoriesController < Api::V1::Accounts::BaseController
   before_action :portal
   before_action :check_authorization
-  before_action :fetch_category, except: [:index, :create, :reorder]
+  before_action :fetch_category, except: [:index, :create]
   before_action :set_current_page, only: [:index]
 
   def index
@@ -32,11 +32,6 @@ class Api::V1::Accounts::CategoriesController < Api::V1::Accounts::BaseControlle
     head :ok
   end
 
-  def reorder
-    Category.update_positions(portal: @portal, positions_hash: params[:positions_hash])
-    head :ok
-  end
-
   private
 
   def fetch_category
@@ -44,7 +39,7 @@ class Api::V1::Accounts::CategoriesController < Api::V1::Accounts::BaseControlle
   end
 
   def portal
-    @portal ||= Current.account.portals.find_by!(slug: params[:portal_id])
+    @portal ||= Current.account.portals.find_by(slug: params[:portal_id])
   end
 
   def related_categories_records
@@ -53,7 +48,7 @@ class Api::V1::Accounts::CategoriesController < Api::V1::Accounts::BaseControlle
 
   def category_params
     params.require(:category).permit(
-      :name, :description, :position, :slug, :locale, :icon, :icon_color, :parent_category_id, :associated_category_id
+      :name, :description, :position, :slug, :locale, :icon, :parent_category_id, :associated_category_id
     )
   end
 

app/controllers/api/v1/accounts/channels/twilio_channels_controller.rb

@@ -6,8 +6,6 @@ class Api::V1::Accounts::Channels::TwilioChannelsController < Api::V1::Accounts:
 
   def create
     process_create
-  rescue CustomExceptions::Inbox::LimitExceeded => e
-    render_error_response(e)
   rescue StandardError => e
     render_could_not_create_error(e.message)
   end
@@ -66,7 +64,7 @@ class Api::V1::Accounts::Channels::TwilioChannelsController < Api::V1::Accounts:
 
   def permitted_params
     params.require(:twilio_channel).permit(
-      :messaging_service_sid, :phone_number, :account_sid, :auth_token, :name, :medium, :api_key_sid
+      :account_id, :messaging_service_sid, :phone_number, :account_sid, :auth_token, :name, :medium, :api_key_sid
     )
   end
 end

app/controllers/api/v1/accounts/concerns/whatsapp_health_management.rb

@@ -1,55 +0,0 @@
-module Api::V1::Accounts::Concerns::WhatsappHealthManagement
-  extend ActiveSupport::Concern
-
-  included do
-    skip_before_action :check_authorization, only: [:health, :register_webhook]
-    before_action :check_admin_authorization?, only: [:register_webhook]
-    before_action :validate_whatsapp_cloud_channel, only: [:health, :register_webhook]
-  end
-
-  def sync_templates
-    return render status: :unprocessable_entity, json: { error: 'Template sync is only available for WhatsApp channels' } unless whatsapp_channel?
-
-    trigger_template_sync
-    render status: :ok, json: { message: 'Template sync initiated successfully' }
-  rescue StandardError => e
-    render status: :internal_server_error, json: { error: e.message }
-  end
-
-  def health
-    health_data = Whatsapp::HealthService.new(@inbox.channel).fetch_health_status
-    render json: health_data
-  rescue StandardError => e
-    Rails.logger.error "[INBOX HEALTH] Error fetching health data: #{e.message}"
-    render json: { error: e.message }, status: :unprocessable_entity
-  end
-
-  def register_webhook
-    Whatsapp::WebhookSetupService.new(@inbox.channel).register_callback
-
-    render json: { message: 'Webhook registered successfully' }, status: :ok
-  rescue StandardError => e
-    Rails.logger.error "[INBOX WEBHOOK] Webhook registration failed: #{e.message}"
-    render json: { error: e.message }, status: :unprocessable_entity
-  end
-
-  private
-
-  def validate_whatsapp_cloud_channel
-    return if @inbox.channel.is_a?(Channel::Whatsapp) && @inbox.channel.provider == 'whatsapp_cloud'
-
-    render json: { error: 'Health data only available for WhatsApp Cloud API channels' }, status: :bad_request
-  end
-
-  def whatsapp_channel?
-    @inbox.whatsapp? || (@inbox.twilio? && @inbox.channel.whatsapp?)
-  end
-
-  def trigger_template_sync
-    if @inbox.whatsapp?
-      Channels::Whatsapp::TemplatesSyncJob.perform_later(@inbox.channel)
-    elsif @inbox.twilio? && @inbox.channel.whatsapp?
-      Channels::Twilio::TemplatesSyncJob.perform_later(@inbox.channel)
-    end
-  end
-end

app/controllers/api/v1/accounts/contacts/attachments_controller.rb

@@ -1,18 +0,0 @@
-class Api::V1::Accounts::Contacts::AttachmentsController < Api::V1::Accounts::Contacts::BaseController
-  RESULTS_PER_PAGE = 100
-
-  def index
-    conversations = Conversations::PermissionFilterService.new(
-      Current.account.conversations.where(contact_id: @contact.id),
-      Current.user,
-      Current.account
-    ).perform
-
-    @attachments = Attachment.where(message_id: Message.where(conversation_id: conversations).select(:id))
-                             .includes({ file_attachment: :blob }, message: [:conversation, :inbox, { sender: { avatar_attachment: :blob } }])
-                             .order(created_at: :desc)
-                             .page(params[:page])
-                             .per(RESULTS_PER_PAGE)
-    @attachments_count = @attachments.total_count
-  end
-end

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

@@ -5,7 +5,7 @@ class Api::V1::Accounts::ContactsController < Api::V1::Accounts::BaseController
   sort_on :phone_number, type: :string
   sort_on :last_activity_at, internal_name: :order_on_last_activity_at, type: :scope, scope_params: [:direction]
   sort_on :created_at, internal_name: :order_on_created_at, type: :scope, scope_params: [:direction]
-  sort_on :company_name, internal_name: :order_on_company_name, type: :scope, scope_params: [:direction]
+  sort_on :company, internal_name: :order_on_company_name, type: :scope, scope_params: [:direction]
   sort_on :city, internal_name: :order_on_city, type: :scope, scope_params: [:direction]
   sort_on :country, internal_name: :order_on_country_name, type: :scope, scope_params: [:direction]
 
@@ -17,18 +17,20 @@ class Api::V1::Accounts::ContactsController < Api::V1::Accounts::BaseController
   before_action :set_include_contact_inboxes, only: [:index, :active, :search, :filter, :show, :update]
 
   def index
+    @contacts_count = resolved_contacts.count
     @contacts = fetch_contacts(resolved_contacts)
-    @contacts_count = @contacts.total_count
   end
 
   def search
     render json: { error: 'Specify search string with parameter q' }, status: :unprocessable_entity if params[:q].blank? && return
 
-    contacts = Current.account.contacts.where(
+    contacts = resolved_contacts.where(
-      'name ILIKE :search OR email ILIKE :search OR phone_number ILIKE :search OR contacts.identifier LIKE :search',
+      'name ILIKE :search OR email ILIKE :search OR phone_number ILIKE :search OR contacts.identifier LIKE :search
+        OR contacts.additional_attributes->>\'company_name\' ILIKE :search',
       search: "%#{params[:q].strip}%"
     )
-    @contacts = fetch_contacts_with_has_more(contacts)
+    @contacts_count = contacts.count
+    @contacts = fetch_contacts(contacts)
   end
 
   def import
@@ -53,8 +55,8 @@ class Api::V1::Accounts::ContactsController < Api::V1::Accounts::BaseController
   def active
     contacts = Current.account.contacts.where(id: ::OnlineStatusTracker
                   .get_available_contact_ids(Current.account.id))
+    @contacts_count = contacts.count
     @contacts = fetch_contacts(contacts)
-    @contacts_count = @contacts.total_count
   end
 
   def show; end
@@ -131,32 +133,13 @@ class Api::V1::Accounts::ContactsController < Api::V1::Accounts::BaseController
   end
 
   def fetch_contacts(contacts)
-    # Build includes hash to avoid separate query when contact_inboxes are needed
+    contacts_with_avatar = filtrate(contacts)
-    includes_hash = { avatar_attachment: [:blob] }
+                           .includes([{ avatar_attachment: [:blob] }])
-    includes_hash[:contact_inboxes] = { inbox: :channel } if @include_contact_inboxes
+                           .page(@current_page).per(RESULTS_PER_PAGE)
 
-    filtrate(contacts)
+    return contacts_with_avatar.includes([{ contact_inboxes: [:inbox] }]) if @include_contact_inboxes
-      .includes(includes_hash)
-      .page(@current_page)
-      .per(RESULTS_PER_PAGE)
-  end
 
-  def fetch_contacts_with_has_more(contacts)
+    contacts_with_avatar
-    includes_hash = { avatar_attachment: [:blob] }
-    includes_hash[:contact_inboxes] = { inbox: :channel } if @include_contact_inboxes
-
-    # Calculate offset manually to fetch one extra record for has_more check
-    offset = (@current_page.to_i - 1) * RESULTS_PER_PAGE
-    results = filtrate(contacts)
-              .includes(includes_hash)
-              .offset(offset)
-              .limit(RESULTS_PER_PAGE + 1)
-              .to_a
-
-    @has_more = results.size > RESULTS_PER_PAGE
-    results = results.first(RESULTS_PER_PAGE) if @has_more
-    @contacts_count = results.size
-    results
   end
 
   def build_contact_inbox
@@ -201,9 +184,7 @@ class Api::V1::Accounts::ContactsController < Api::V1::Accounts::BaseController
   end
 
   def fetch_contact
-    contact_scope = Current.account.contacts
+    @contact = Current.account.contacts.includes(contact_inboxes: [:inbox]).find(params[:id])
-    contact_scope = contact_scope.includes(contact_inboxes: [:inbox]) if @include_contact_inboxes
-    @contact = contact_scope.find(params[:id])
   end
 
   def process_avatar_from_url
@@ -214,5 +195,3 @@ class Api::V1::Accounts::ContactsController < Api::V1::Accounts::BaseController
     render json: error, status: error_status
   end
 end
-
-Api::V1::Accounts::ContactsController.prepend_mod_with('Api::V1::Accounts::ContactsController')

app/controllers/api/v1/accounts/conversations/assignments_controller.rb

@@ -1,7 +1,7 @@
 class Api::V1::Accounts::Conversations::AssignmentsController < Api::V1::Accounts::Conversations::BaseController
   # assigns agent/team to a conversation
   def create
-    if params.key?(:assignee_id) || agent_bot_assignment?
+    if params.key?(:assignee_id)
       set_agent
     elsif params.key?(:team_id)
       set_team
@@ -13,23 +13,17 @@ class Api::V1::Accounts::Conversations::AssignmentsController < Api::V1::Account
   private
 
   def set_agent
-    resource = Conversations::AssignmentService.new(
+    @agent = Current.account.users.find_by(id: params[:assignee_id])
-      conversation: @conversation,
+    @conversation.assignee = @agent
-      assignee_id: params[:assignee_id],
+    @conversation.save!
-      assignee_type: params[:assignee_type]
+    render_agent
-    ).perform
-
-    render_agent(resource)
   end
 
-  def render_agent(resource)
+  def render_agent
-    case resource
+    if @agent.nil?
-    when User
-      render partial: 'api/v1/models/agent', formats: [:json], locals: { resource: resource }
-    when AgentBot
-      render partial: 'api/v1/models/agent_bot_slim', formats: [:json], locals: { resource: resource }
-    else
       render json: nil
+    else
+      render partial: 'api/v1/models/agent', formats: [:json], locals: { resource: @agent }
     end
   end
 
@@ -38,8 +32,4 @@ class Api::V1::Accounts::Conversations::AssignmentsController < Api::V1::Account
     @conversation.update!(team: @team)
     render json: @team
   end
-
-  def agent_bot_assignment?
-    params[:assignee_type].to_s == 'AgentBot'
-  end
 end

app/controllers/api/v1/accounts/conversations/base_controller.rb

@@ -5,6 +5,6 @@ class Api::V1::Accounts::Conversations::BaseController < Api::V1::Accounts::Base
 
   def conversation
     @conversation ||= Current.account.conversations.find_by!(display_id: params[:conversation_id])
-    authorize @conversation, :show?
+    authorize @conversation.inbox, :show?
   end
 end

app/controllers/api/v1/accounts/conversations/direct_uploads_controller.rb

@@ -1,17 +1,6 @@
 class Api::V1::Accounts::Conversations::DirectUploadsController < ActiveStorage::DirectUploadsController
-  include DeviseTokenAuth::Concerns::SetUserByToken
-  include RequestExceptionHandler
-  include AccessTokenAuthHelper
   include EnsureCurrentAccountHelper
-
-  skip_before_action :verify_authenticity_token, if: :authenticate_by_access_token?
-
-  around_action :handle_with_exception
-  before_action :authenticate_access_token!, if: :authenticate_by_access_token?
-  before_action :validate_bot_access_token!, if: :authenticate_by_access_token?
-  before_action :authenticate_user!, unless: :authenticate_by_access_token?
   before_action :current_account
-  before_action :validate_token_api_access, if: :authenticate_by_access_token?
   before_action :conversation
 
   def create
@@ -22,16 +11,6 @@ class Api::V1::Accounts::Conversations::DirectUploadsController < ActiveStorage:
 
   private
 
-  def authenticate_by_access_token?
-    request.headers[:api_access_token].present? || request.headers[:HTTP_API_ACCESS_TOKEN].present?
-  end
-
-  def validate_token_api_access
-    return if Current.account.api_and_webhooks_enabled?
-
-    render json: { error: 'API access is not enabled for this account' }, status: :forbidden
-  end
-
   def conversation
     @conversation ||= Current.account.conversations.find_by(display_id: params[:conversation_id])
   end

app/controllers/api/v1/accounts/conversations/messages_controller.rb

@@ -52,9 +52,6 @@ class Api::V1::Accounts::Conversations::MessagesController < Api::V1::Accounts::
     end
 
     render json: { content: translated_content }
-  rescue Google::Cloud::Error => e
-    # `details` carries the clean human message; `message` includes gRPC debug noise
-    render_could_not_create_error(e.details.presence || e.message)
   end
 
   private

app/controllers/api/v1/accounts/conversations/participants_controller.rb

@@ -1,40 +1,27 @@
 class Api::V1::Accounts::Conversations::ParticipantsController < Api::V1::Accounts::Conversations::BaseController
-  include Events::Types
-
   def show
     @participants = @conversation.conversation_participants
   end
 
   def create
-    participant_ids_to_add = participants_to_be_added_ids
-
     ActiveRecord::Base.transaction do
-      @participants = participant_ids_to_add.map { |user_id| @conversation.conversation_participants.find_or_create_by(user_id: user_id) }
+      @participants = participants_to_be_added_ids.map { |user_id| @conversation.conversation_participants.find_or_create_by(user_id: user_id) }
     end
-    notify_unread_count_change if participant_ids_to_add.any?
   end
 
   def update
-    participant_ids_to_add = participants_to_be_added_ids
-    participant_ids_to_remove = participants_to_be_removed_ids
-    changed_participant_ids = participant_ids_to_add + participant_ids_to_remove
-
     ActiveRecord::Base.transaction do
-      participant_ids_to_add.each { |user_id| @conversation.conversation_participants.find_or_create_by(user_id: user_id) }
+      participants_to_be_added_ids.each { |user_id| @conversation.conversation_participants.find_or_create_by(user_id: user_id) }
-      participant_ids_to_remove.each { |user_id| @conversation.conversation_participants.find_by(user_id: user_id)&.destroy }
+      participants_to_be_removed_ids.each { |user_id| @conversation.conversation_participants.find_by(user_id: user_id)&.destroy }
     end
-    notify_unread_count_change if changed_participant_ids.any?
     @participants = @conversation.conversation_participants
     render action: 'show'
   end
 
   def destroy
-    participant_ids_to_remove = current_participant_ids & params[:user_ids]
-
     ActiveRecord::Base.transaction do
       params[:user_ids].map { |user_id| @conversation.conversation_participants.find_by(user_id: user_id)&.destroy }
     end
-    notify_unread_count_change if participant_ids_to_remove.any?
     head :ok
   end
 
@@ -51,11 +38,4 @@ class Api::V1::Accounts::Conversations::ParticipantsController < Api::V1::Accoun
   def current_participant_ids
     @current_participant_ids ||= @conversation.conversation_participants.pluck(:user_id)
   end
-
-  def notify_unread_count_change
-    return unless Current.account.feature_enabled?('conversation_unread_counts')
-    return unless Current.account.feature_enabled?('unread_count_for_filters')
-
-    Rails.configuration.dispatcher.dispatch(CONVERSATION_UNREAD_COUNT_CHANGED, Time.zone.now, conversation: @conversation)
-  end
 end

app/controllers/api/v1/accounts/conversations/unread_counts_controller.rb

@@ -1,32 +0,0 @@
-class Api::V1::Accounts::Conversations::UnreadCountsController < Api::V1::Accounts::BaseController
-  before_action :ensure_unread_counts_enabled
-
-  def index
-    counts = if filtered_unread_counts_enabled?
-               instrumentation.summarize_request(account_id: Current.account.id) { unread_counts }
-             else
-               unread_counts
-             end
-    render json: { payload: counts }
-  end
-
-  private
-
-  def unread_counts
-    ::Conversations::UnreadCounts::Counter.new(account: Current.account, user: Current.user).perform
-  end
-
-  def filtered_unread_counts_enabled?
-    Current.account.feature_enabled?(::Conversations::UnreadCounts::FilteredCounter::FEATURE_FLAG)
-  end
-
-  def instrumentation
-    ::Conversations::UnreadCounts::FilteredCountInstrumentation
-  end
-
-  def ensure_unread_counts_enabled
-    return if Current.account.feature_enabled?('conversation_unread_counts')
-
-    render json: { error: I18n.t('errors.conversations.unread_counts.feature_not_enabled') }, status: :forbidden
-  end
-end

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

@@ -15,7 +15,7 @@ class Api::V1::Accounts::ConversationsController < Api::V1::Accounts::BaseContro
   end
 
   def meta
-    result = conversation_finder.perform_meta_only
+    result = conversation_finder.perform
     @conversations_count = result[:count]
   end
 
@@ -28,7 +28,7 @@ class Api::V1::Accounts::ConversationsController < Api::V1::Accounts::BaseContro
   def attachments
     @attachments_count = @conversation.attachments.count
     @attachments = @conversation.attachments
-                                .includes({ file_attachment: :blob }, message: [:inbox, { sender: { avatar_attachment: :blob } }])
+                                .includes(:message)
                                 .order(created_at: :desc)
                                 .page(attachment_params[:page])
                                 .per(ATTACHMENT_RESULTS_PER_PAGE)
@@ -70,11 +70,8 @@ class Api::V1::Accounts::ConversationsController < Api::V1::Accounts::BaseContro
 
   def transcript
     render json: { error: 'email param missing' }, status: :unprocessable_entity and return if params[:email].blank?
-    return render_payment_required('Email transcript is not available on your plan') unless @conversation.account.email_transcript_enabled?
-    return head :too_many_requests unless @conversation.account.within_email_rate_limit?
 
     ConversationReplyMailer.with(account: @conversation.account).conversation_transcript(@conversation, params[:email])&.deliver_later
-    @conversation.account.increment_email_sent_count
     head :ok
   end
 
@@ -107,23 +104,12 @@ class Api::V1::Accounts::ConversationsController < Api::V1::Accounts::BaseContro
   end
 
   def toggle_typing_status
-    typing_status_manager = ::Conversations::TypingStatusManager.new(@conversation, Current.user, params)
+    typing_status_manager = ::Conversations::TypingStatusManager.new(@conversation, current_user, params)
     typing_status_manager.toggle_typing_status
     head :ok
   end
 
   def update_last_seen
-    # High-traffic accounts generate excessive DB writes when agents frequently switch between conversations.
-    # Throttle last_seen updates to once per hour when there are no unread messages to reduce DB load.
-    # Always update immediately if there are unread messages to maintain accurate read/unread state.
-    # Visiting a conversation should clear any unread inbox notifications for this conversation.
-    Notification::MarkConversationReadService.new(user: Current.user, account: Current.account, conversation: @conversation).perform
-    return update_last_seen_on_conversation(DateTime.now.utc, true) if assignee? && @conversation.assignee_unread_messages.any?
-    return update_last_seen_on_conversation(DateTime.now.utc, false) if !assignee? && @conversation.unread_messages.any?
-
-    # No unread messages - apply throttling to limit DB writes
-    return unless should_update_last_seen?
-
     update_last_seen_on_conversation(DateTime.now.utc, assignee?)
   end
 
@@ -140,7 +126,7 @@ class Api::V1::Accounts::ConversationsController < Api::V1::Accounts::BaseContro
 
   def destroy
     authorize @conversation, :destroy?
-    ::Conversations::DeleteService.new(conversation: @conversation, user: Current.user, ip: request.ip).perform
+    ::DeleteObjectJob.perform_later(@conversation, Current.user, request.ip)
     head :ok
   end
 
@@ -156,26 +142,10 @@ class Api::V1::Accounts::ConversationsController < Api::V1::Accounts::BaseContro
   end
 
   def update_last_seen_on_conversation(last_seen_at, update_assignee)
-    updates = { agent_last_seen_at: last_seen_at }
-    updates[:assignee_last_seen_at] = last_seen_at if update_assignee.present?
-
     # rubocop:disable Rails/SkipsModelValidations
-    @conversation.update_columns(updates)
+    @conversation.update_column(:agent_last_seen_at, last_seen_at)
+    @conversation.update_column(:assignee_last_seen_at, last_seen_at) if update_assignee.present?
     # rubocop:enable Rails/SkipsModelValidations
-
-    ::Conversations::UnreadCounts::Notifier.new(@conversation).perform
-    ::Conversations::UnreadCounts::FilteredCountInvalidator.new(Current.account).conversation_changed!
-  end
-
-  def should_update_last_seen?
-    # Update if at least one relevant timestamp is older than 1 hour or not set
-    # This prevents redundant DB writes when agents repeatedly view the same conversation
-    agent_needs_update = @conversation.agent_last_seen_at.blank? || @conversation.agent_last_seen_at < 1.hour.ago
-    return agent_needs_update unless assignee?
-
-    # For assignees, check both timestamps - update if either is old
-    assignee_needs_update = @conversation.assignee_last_seen_at.blank? || @conversation.assignee_last_seen_at < 1.hour.ago
-    agent_needs_update || assignee_needs_update
   end
 
   def set_conversation_status
@@ -190,7 +160,7 @@ class Api::V1::Accounts::ConversationsController < Api::V1::Accounts::BaseContro
 
   def conversation
     @conversation ||= Current.account.conversations.find_by!(display_id: params[:id])
-    authorize @conversation, :show?
+    authorize @conversation.inbox, :show?
   end
 
   def inbox

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

@@ -50,5 +50,3 @@ class Api::V1::Accounts::CsatSurveyResponsesController < Api::V1::Accounts::Base
     @current_page = params[:page] || 1
   end
 end
-
-Api::V1::Accounts::CsatSurveyResponsesController.prepend_mod_with('Api::V1::Accounts::CsatSurveyResponsesController')

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

@@ -1,7 +1,6 @@
 class Api::V1::Accounts::CustomAttributeDefinitionsController < Api::V1::Accounts::BaseController
   before_action :fetch_custom_attributes_definitions, except: [:create]
   before_action :fetch_custom_attribute_definition, only: [:show, :update, :destroy]
-  before_action :check_authorization
   DEFAULT_ATTRIBUTE_MODEL = 'conversation_attribute'.freeze
 
   def index; end

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

@@ -1,5 +1,4 @@
 class Api::V1::Accounts::DashboardAppsController < Api::V1::Accounts::BaseController
-  before_action :check_authorization
   before_action :fetch_dashboard_apps, except: [:create]
   before_action :fetch_dashboard_app, only: [:show, :update, :destroy]
 

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

@@ -1,159 +0,0 @@
-require 'csv'
-
-class Api::V1::Accounts::DataImportsController < Api::V1::Accounts::BaseController
-  DATA_IMPORT_FEATURE = 'data_import'.freeze
-
-  before_action :ensure_data_import_feature_enabled
-  before_action :set_data_import, only: [:show, :start, :abandon, :error_logs, :skip_logs]
-  before_action :check_authorization
-
-  def index
-    @data_imports = policy_scope(Current.account.data_imports).includes(:initiated_by).order(created_at: :desc)
-    data_import_ids = @data_imports.map(&:id)
-    @import_errors_counts = DataImportError.non_skip_logs.where(data_import_id: data_import_ids).group(:data_import_id).count
-    @skip_logs_counts = DataImportError.skip_logs.where(data_import_id: data_import_ids).group(:data_import_id).count
-  end
-
-  def show
-    render_show
-  end
-
-  def validate_source
-    totals = validate_intercom_source
-    render json: { valid: true, totals: totals }
-  rescue DataImports::Intercom::Client::AuthenticationError
-    render_source_validation_error('We could not validate this Intercom access key. Check the key and its permissions.')
-  rescue DataImports::Intercom::Client::Error
-    render_source_validation_error('Intercom could not be reached. Please try again.')
-  rescue ArgumentError => e
-    render_source_validation_error(e.message)
-  end
-
-  def create
-    @data_import = creation_service.perform
-    unless @data_import
-      render json: { message: 'Another data import is already in progress.' }, status: :unprocessable_entity
-      return
-    end
-
-    DataImports::Intercom::ImportJob.perform_later(@data_import, @data_import.active_intercom_import_run_id)
-    render_show
-  rescue DataImports::Intercom::Client::AuthenticationError
-    render_source_validation_error('We could not validate this Intercom access key. Check the key and its permissions.')
-  rescue DataImports::Intercom::Client::Error
-    render_source_validation_error('Intercom could not be reached. Please try again.')
-  rescue ArgumentError => e
-    render_source_validation_error(e.message)
-  end
-
-  def start
-    restart_service = DataImports::Intercom::RestartService.new(account: Current.account, data_import: @data_import)
-    restart_result = restart_service.perform
-    @data_import = restart_service.data_import
-    if restart_result == :access_token_missing
-      render json: { message: 'The Intercom access key for this import is unavailable.' }, status: :unprocessable_entity
-      return
-    end
-
-    DataImports::Intercom::ImportJob.perform_later(@data_import, @data_import.active_intercom_import_run_id) if restart_result == :enqueue
-    render_show
-  end
-
-  def abandon
-    @data_import.abandon!
-    render_show
-  end
-
-  def skip_logs
-    send_data(
-      skip_logs_csv,
-      filename: "data-import-#{@data_import.id}-skip-logs.csv",
-      type: 'text/csv'
-    )
-  end
-
-  def error_logs
-    send_data(
-      error_logs_csv,
-      filename: "data-import-#{@data_import.id}-error-logs.csv",
-      type: 'text/csv'
-    )
-  end
-
-  private
-
-  def ensure_data_import_feature_enabled
-    raise Pundit::NotAuthorizedError unless Current.account.feature_enabled?(DATA_IMPORT_FEATURE)
-  end
-
-  def set_data_import
-    @data_import = Current.account.data_imports.find(params[:id])
-  end
-
-  def check_authorization
-    authorize(@data_import || DataImport)
-  end
-
-  def permitted_params
-    params.permit(:name, :source_provider, :access_token, import_types: [])
-  end
-
-  def creation_service
-    DataImports::Intercom::CreationService.new(
-      account: Current.account,
-      initiated_by: Current.user,
-      source_params: permitted_params.to_h
-    )
-  end
-
-  def import_types
-    return DataImports::Intercom::Importer::DEFAULT_IMPORT_TYPES unless permitted_params.key?(:import_types)
-
-    Array(permitted_params[:import_types]).compact_blank
-  end
-
-  def validate_intercom_source
-    raise ArgumentError, 'Unsupported import source.' unless permitted_params[:source_provider] == 'intercom'
-
-    DataImports::Intercom::CredentialsValidator.new(
-      access_token: permitted_params[:access_token],
-      import_types: import_types
-    ).perform
-  end
-
-  def render_source_validation_error(message)
-    render json: { valid: false, message: message }, status: :unprocessable_entity
-  end
-
-  def render_show
-    @import_errors_finder = DataImportErrorFinder.new(@data_import)
-    @skip_logs_finder = DataImportSkipLogFinder.new(@data_import, params)
-    render :show
-  end
-
-  def skip_logs_csv
-    logs_csv(@data_import.import_errors.skip_logs)
-  end
-
-  def error_logs_csv
-    logs_csv(@data_import.import_errors.non_skip_logs)
-  end
-
-  def logs_csv(logs)
-    CSV.generate(headers: true) do |csv|
-      csv << %w[created_at kind source_object_type source_object_id error_code message details]
-
-      logs.order(:created_at).find_each do |log|
-        csv << [
-          log.created_at.iso8601,
-          log.details['kind'],
-          log.source_object_type,
-          log.source_object_id,
-          log.error_code,
-          log.message,
-          log.details.to_json
-        ]
-      end
-    end
-  end
-end

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

@@ -1,135 +0,0 @@
-class Api::V1::Accounts::InboxCsatTemplatesController < Api::V1::Accounts::BaseController
-  before_action :fetch_inbox
-  before_action :validate_whatsapp_channel
-  before_action :validate_captain_enabled, only: [:analyze]
-
-  def show
-    service = CsatTemplateManagementService.new(@inbox)
-    result = service.template_status
-
-    if result[:service_error]
-      render json: { error: result[:service_error] }, status: :internal_server_error
-    else
-      render json: result
-    end
-  end
-
-  def create
-    template_params = extract_template_params
-    return render_missing_message_error if template_params[:message].blank?
-
-    service = CsatTemplateManagementService.new(@inbox)
-    result = service.create_template(template_params)
-    render_template_creation_result(result)
-  rescue ActionController::ParameterMissing
-    render json: { error: 'Template parameters are required' }, status: :unprocessable_entity
-  end
-
-  def analyze
-    template_params = extract_template_params
-    return render_missing_message_error if template_params[:message].blank?
-
-    result = CsatTemplateUtilityAnalysisService.new(
-      account: Current.account,
-      inbox: @inbox,
-      message: template_params[:message],
-      button_text: template_params[:button_text],
-      language: template_params[:language]
-    ).perform
-
-    render json: result
-  rescue ActionController::ParameterMissing
-    render json: { error: 'Template parameters are required' }, status: :unprocessable_entity
-  end
-
-  private
-
-  def fetch_inbox
-    @inbox = Current.account.inboxes.find(params[:inbox_id])
-    authorize @inbox, :show?
-  end
-
-  def validate_whatsapp_channel
-    return if @inbox.whatsapp? || @inbox.twilio_whatsapp?
-
-    render json: { error: 'CSAT template operations only available for WhatsApp and Twilio WhatsApp channels' },
-           status: :bad_request
-  end
-
-  def extract_template_params
-    params.require(:template).permit(:message, :button_text, :language)
-  end
-
-  def render_missing_message_error
-    render json: { error: 'Message is required' }, status: :unprocessable_entity
-  end
-
-  def validate_captain_enabled
-    return if Current.account.feature_enabled?('captain_integration')
-
-    render json: { error: 'Captain is required for template analysis' }, status: :forbidden
-  end
-
-  def render_template_creation_result(result)
-    if result[:success]
-      render_successful_template_creation(result)
-    elsif result[:service_error]
-      render json: { error: result[:service_error] }, status: :internal_server_error
-    else
-      render_failed_template_creation(result)
-    end
-  end
-
-  def render_successful_template_creation(result)
-    if @inbox.twilio_whatsapp?
-      render json: {
-        template: {
-          friendly_name: result[:friendly_name],
-          content_sid: result[:content_sid],
-          status: result[:status] || 'pending',
-          language: result[:language] || 'en'
-        }
-      }, status: :created
-    else
-      render json: {
-        template: {
-          name: result[:template_name],
-          template_id: result[:template_id],
-          status: 'PENDING',
-          language: result[:language] || 'en'
-        }
-      }, status: :created
-    end
-  end
-
-  def render_failed_template_creation(result)
-    whatsapp_error = parse_whatsapp_error(result[:response_body])
-    error_message = whatsapp_error[:user_message] || result[:error]
-
-    render json: {
-      error: error_message,
-      details: whatsapp_error[:technical_details]
-    }, status: :unprocessable_entity
-  end
-
-  def parse_whatsapp_error(response_body)
-    return { user_message: nil, technical_details: nil } if response_body.blank?
-
-    begin
-      error_data = JSON.parse(response_body)
-      whatsapp_error = error_data['error'] || {}
-
-      user_message = whatsapp_error['error_user_msg'] || whatsapp_error['message']
-      technical_details = {
-        code: whatsapp_error['code'],
-        subcode: whatsapp_error['error_subcode'],
-        type: whatsapp_error['type'],
-        title: whatsapp_error['error_user_title']
-      }.compact
-
-      { user_message: user_message, technical_details: technical_details }
-    rescue JSON::ParserError
-      { user_message: nil, technical_details: response_body }
-    end
-  end
-end

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

@@ -2,15 +2,12 @@ class Api::V1::Accounts::InboxesController < Api::V1::Accounts::BaseController
   include Api::V1::InboxesHelper
   before_action :fetch_inbox, except: [:index, :create]
   before_action :fetch_agent_bot, only: [:set_agent_bot]
+  before_action :validate_limit, only: [:create]
   # we are already handling the authorization in fetch inbox
   before_action :check_authorization, except: [:show]
 
-  include Api::V1::Accounts::Concerns::WhatsappHealthManagement
-
   def index
-    @inboxes = policy_scope(Current.account.inboxes)
+    @inboxes = policy_scope(Current.account.inboxes.order_by_name.includes(:channel, { avatar_attachment: [:blob] }))
-               .includes(:channel, :portal, :working_hours, { avatar_attachment: :blob })
-               .order_by_name
   end
 
   def show; end
@@ -45,12 +42,6 @@ class Api::V1::Accounts::InboxesController < Api::V1::Accounts::BaseController
   end
 
   def update
-    continue_update = false
-
-    ActiveRecord::Base.transaction do
-      continue_update = update_branded_email_layout
-      raise ActiveRecord::Rollback unless continue_update
-
     inbox_params = permitted_params.except(:channel, :csat_config)
     inbox_params[:csat_config] = format_csat_config(permitted_params[:csat_config]) if permitted_params[:csat_config].present?
     @inbox.update!(inbox_params)
@@ -58,9 +49,6 @@ class Api::V1::Accounts::InboxesController < Api::V1::Accounts::BaseController
     update_channel if channel_update_required?
   end
 
-    return unless continue_update
-  end
-
   def agent_bot
     @agent_bot = @inbox.agent_bot
   end
@@ -76,17 +64,20 @@ class Api::V1::Accounts::InboxesController < Api::V1::Accounts::BaseController
     head :ok
   end
 
-  def reset_secret
-    return head :not_found unless @inbox.api?
-
-    @inbox.channel.reset_secret!
-  end
-
   def destroy
     ::DeleteObjectJob.perform_later(@inbox, Current.user, request.ip) if @inbox.present?
     render status: :ok, json: { message: I18n.t('messages.inbox_deletetion_response') }
   end
 
+  def sync_templates
+    return render status: :unprocessable_entity, json: { error: 'Template sync is only available for WhatsApp channels' } unless whatsapp_channel?
+
+    trigger_template_sync
+    render status: :ok, json: { message: 'Template sync initiated successfully' }
+  rescue StandardError => e
+    render status: :internal_server_error, json: { error: e.message }
+  end
+
   private
 
   def fetch_inbox
@@ -95,7 +86,7 @@ class Api::V1::Accounts::InboxesController < Api::V1::Accounts::BaseController
   end
 
   def fetch_agent_bot
-    @agent_bot = AgentBot.accessible_to(Current.account).find(params[:agent_bot]) if params[:agent_bot]
+    @agent_bot = AgentBot.find(params[:agent_bot]) if params[:agent_bot]
   end
 
   def create_channel
@@ -133,8 +124,8 @@ class Api::V1::Accounts::InboxesController < Api::V1::Accounts::BaseController
   end
 
   def reauthorize_and_update_channel(channel_attributes)
-    @inbox.channel.update!(permitted_params(channel_attributes)[:channel])
     @inbox.channel.reauthorized! if @inbox.channel.respond_to?(:reauthorized!)
+    @inbox.channel.update!(permitted_params(channel_attributes)[:channel])
   end
 
   def update_channel_feature_flags
@@ -146,65 +137,31 @@ class Api::V1::Accounts::InboxesController < Api::V1::Accounts::BaseController
   end
 
   def format_csat_config(config)
-    formatted = {
+    {
-      'display_type' => config['display_type'] || 'emoji',
+      display_type: config['display_type'] || 'emoji',
-      'message' => config['message'] || '',
+      message: config['message'] || '',
-      :survey_rules => {
+      survey_rules: {
-        'operator' => config.dig('survey_rules', 'operator') || 'contains',
+        operator: config.dig('survey_rules', 'operator') || 'contains',
-        'values' => config.dig('survey_rules', 'values') || []
+        values: config.dig('survey_rules', 'values') || []
-      },
+      }
-      'button_text' => config['button_text'] || 'Please rate us',
-      'language' => config['language'] || 'en'
     }
-    format_template_config(config, formatted)
-    formatted
   end
 
-  def format_template_config(config, formatted)
-    formatted['template'] = config['template'] if config['template'].present?
-  end
-
-  def update_branded_email_layout
-    return true unless params.key?(:branded_email_layout)
-
-    branded_email_layout = normalized_branded_email_layout
-
-    unless Current.account.feature_enabled?(:branded_email_templates)
-      return true if branded_email_layout.blank?
-
-      render_could_not_create_error('Branded email templates feature is not enabled')
-      return false
-    end
-
-    unless @inbox.email?
-      return true if branded_email_layout.blank?
-
-      render_could_not_create_error('Branded email layout is only supported for email inboxes')
-      return false
-    end
-
-    @inbox.update_branded_email_layout!(branded_email_layout)
-    true
-  rescue ActiveRecord::RecordInvalid => e
-    render_could_not_create_error(e.record.errors.full_messages.join(', '))
-    false
-  end
-
-  def normalized_branded_email_layout = params[:branded_email_layout] == 'null' ? nil : params[:branded_email_layout]
-
   def inbox_attributes
     [:name, :avatar, :greeting_enabled, :greeting_message, :enable_email_collect, :csat_survey_enabled,
      :enable_auto_assignment, :working_hours_enabled, :out_of_office_message, :timezone, :allow_messages_after_resolved,
      :lock_to_single_conversation, :portal_id, :sender_name_type, :business_name,
-     { csat_config: [:display_type, :message, :button_text, :language,
+     { csat_config: [:display_type, :message, { survey_rules: [:operator, { values: [] }] }] }]
-                     { survey_rules: [:operator, { values: [] }],
-                       template: [:name, :template_id, :friendly_name, :content_sid, :approval_sid, :created_at, :language, :status] }] }]
   end
 
   def permitted_params(channel_attributes = [])
     # We will remove this line after fixing https://linear.app/chatwoot/issue/CW-1567/null-value-passed-as-null-string-to-backend
     params.each { |k, v| params[k] = params[k] == 'null' ? nil : v }
-    params.permit(*inbox_attributes, channel: [:type, *channel_attributes])
+
+    params.permit(
+      *inbox_attributes,
+      channel: [:type, *channel_attributes]
+    )
   end
 
   def channel_type_from_params
@@ -220,7 +177,23 @@ class Api::V1::Accounts::InboxesController < Api::V1::Accounts::BaseController
   end
 
   def get_channel_attributes(channel_type)
-    channel_type.constantize.const_defined?(:EDITABLE_ATTRS) ? channel_type.constantize::EDITABLE_ATTRS.presence : []
+    if channel_type.constantize.const_defined?(:EDITABLE_ATTRS)
+      channel_type.constantize::EDITABLE_ATTRS.presence
+    else
+      []
+    end
+  end
+
+  def whatsapp_channel?
+    @inbox.whatsapp? || (@inbox.twilio? && @inbox.channel.whatsapp?)
+  end
+
+  def trigger_template_sync
+    if @inbox.whatsapp?
+      Channels::Whatsapp::TemplatesSyncJob.perform_later(@inbox.channel)
+    elsif @inbox.twilio? && @inbox.channel.whatsapp?
+      Channels::Twilio::TemplatesSyncJob.perform_later(@inbox.channel)
+    end
   end
 end
 

app/controllers/api/v1/accounts/instagram/authorizations_controller.rb

@@ -11,7 +11,7 @@ class Api::V1::Accounts::Instagram::AuthorizationsController < Api::V1::Accounts
         enable_fb_login: '0',
         force_authentication: '1',
         response_type: 'code',
-        state: generate_instagram_token(Current.account.id, params[:return_to])
+        state: generate_instagram_token(Current.account.id)
       }
     )
     if redirect_url

app/controllers/api/v1/accounts/integrations/base_controller.rb

@@ -1,9 +0,0 @@
-class Api::V1::Accounts::Integrations::BaseController < Api::V1::Accounts::BaseController
-  private
-
-  # Managing an integration hook (create/update/destroy) is admin-only, enforced via HookPolicy.
-  # Subclasses opt in per action with `before_action :check_authorization, only: [...]`.
-  def check_authorization
-    authorize(:hook)
-  end
-end

app/controllers/api/v1/accounts/integrations/dyte_controller.rb

@@ -15,14 +15,14 @@ class Api::V1::Accounts::Integrations::DyteController < Api::V1::Accounts::BaseC
     end
 
     render_response(
-      dyte_processor_service.add_participant_to_meeting(@message.content_attributes['data']['meeting_id'], Current.user, @message)
+      dyte_processor_service.add_participant_to_meeting(@message.content_attributes['data']['meeting_id'], Current.user)
     )
   end
 
   private
 
   def authorize_request
-    authorize @conversation, :show?
+    authorize @conversation.inbox, :show?
   end
 
   def render_response(response)

app/controllers/api/v1/accounts/integrations/hooks_controller.rb

@@ -1,4 +1,4 @@
-class Api::V1::Accounts::Integrations::HooksController < Api::V1::Accounts::Integrations::BaseController
+class Api::V1::Accounts::Integrations::HooksController < Api::V1::Accounts::BaseController
   before_action :fetch_hook, except: [:create]
   before_action :check_authorization
 
@@ -35,6 +35,10 @@ class Api::V1::Accounts::Integrations::HooksController < Api::V1::Accounts::Inte
     @hook = Current.account.hooks.find(params[:id])
   end
 
+  def check_authorization
+    authorize(:hook)
+  end
+
   def permitted_params
     params.require(:hook).permit(:app_id, :inbox_id, :status, settings: {})
   end

app/controllers/api/v1/accounts/integrations/linear_controller.rb

@@ -1,7 +1,6 @@
-class Api::V1::Accounts::Integrations::LinearController < Api::V1::Accounts::Integrations::BaseController
+class Api::V1::Accounts::Integrations::LinearController < Api::V1::Accounts::BaseController
   before_action :fetch_conversation, only: [:create_issue, :link_issue, :unlink_issue, :linked_issues]
   before_action :fetch_hook, only: [:destroy]
-  before_action :check_authorization, only: [:destroy]
 
   def destroy
     revoke_linear_token
@@ -127,7 +126,7 @@ class Api::V1::Accounts::Integrations::LinearController < Api::V1::Accounts::Int
     return unless @hook&.access_token
 
     begin
-      linear_client = Linear.new(@hook.access_token, refresh_token: @hook.settings&.[]('refresh_token'))
+      linear_client = Linear.new(@hook.access_token)
       linear_client.revoke_token
     rescue StandardError => e
       Rails.logger.error "Failed to revoke Linear token: #{e.message}"

app/controllers/api/v1/accounts/integrations/notion_controller.rb

@@ -1,6 +1,5 @@
-class Api::V1::Accounts::Integrations::NotionController < Api::V1::Accounts::Integrations::BaseController
+class Api::V1::Accounts::Integrations::NotionController < Api::V1::Accounts::BaseController
   before_action :fetch_hook, only: [:destroy]
-  before_action :check_authorization, only: [:destroy]
 
   def destroy
     @hook.destroy!

app/controllers/api/v1/accounts/integrations/shopify_controller.rb

@@ -1,8 +1,7 @@
-class Api::V1::Accounts::Integrations::ShopifyController < Api::V1::Accounts::Integrations::BaseController
+class Api::V1::Accounts::Integrations::ShopifyController < Api::V1::Accounts::BaseController
   include Shopify::IntegrationHelper
   before_action :setup_shopify_context, only: [:orders]
   before_action :fetch_hook, except: [:auth]
-  before_action :check_authorization, only: [:destroy]
   before_action :validate_contact, only: [:orders]
 
   def auth

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

@@ -1,4 +1,5 @@
 class Api::V1::Accounts::LabelsController < Api::V1::Accounts::BaseController
+  before_action :current_account
   before_action :fetch_label, except: [:index, :create]
   before_action :check_authorization
 
@@ -17,16 +18,7 @@ class Api::V1::Accounts::LabelsController < Api::V1::Accounts::BaseController
   end
 
   def destroy
-    label_title = @label.title
-    account_id = Current.account.id
-    label_deleted_at = Time.current
-
     @label.destroy!
-    Labels::RemoveAssociationsJob.perform_later(
-      label_title: label_title,
-      account_id: account_id,
-      label_deleted_at: label_deleted_at
-    )
     head :ok
   end