feat: add global method without account scope

.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

@@ -1,9 +1,7 @@
 version: 2.1
 orbs:
   node: circleci/node@6.1.0
-  qlty-orb: qltysh/qlty-orb@0.0
 
-# Shared defaults for setup steps
 defaults: &defaults
   working_directory: ~/build
   machine:
@@ -13,150 +11,21 @@ defaults: &defaults
     RAILS_LOG_TO_STDOUT: false
     COVERAGE: true
     LOG_LEVEL: warn
+  parallelism: 4
 
 jobs:
-  # Separate job for linting (no parallelism needed)
-  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:
+  build:
     <<: *defaults
     steps:
       - checkout
       - node/install:
-          node-version: '24.13'
-      - node/install-pnpm:
-          version: '10.2.0'
+          node-version: '23.7'
+      - node/install-pnpm
       - node/install-packages:
           pkg-manager: pnpm
           override-ci-command: pnpm i
-
-      - run:
-          name: Run frontend tests (with coverage)
-          command: pnpm run test:coverage
-
-      - run:
-          name: Move coverage files if they exist
-          command: |
-            if [ -d "coverage" ]; then
-              mkdir -p ~/build/coverage
-              cp -r coverage ~/build/coverage/frontend || true
-            fi
-          when: always
-
-      - persist_to_workspace:
-          root: ~/build
-          paths:
-            - coverage
-
-  # Backend tests with parallelization
-  backend-tests:
-    <<: *defaults
-    parallelism: 18
-    steps:
-      - checkout
-      - node/install:
-          node-version: '24.13'
-      - node/install-pnpm:
-          version: '10.2.0'
-      - node/install-packages:
-          pkg-manager: pnpm
-          override-ci-command: pnpm i
-
+      - run: node --version
+      - run: pnpm --version
       - run:
           name: Add PostgreSQL repository and update
           command: |
@@ -204,15 +73,15 @@ jobs:
               libvips
 
       - run:
-          name: Install RVM and Ruby 3.4.4
+          name: Install RVM and Ruby 3.3.3
           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
+            rvm install "3.3.3"
+            rvm use 3.3.3 --default
             gem install bundler -v 2.5.16
 
       - run:
@@ -220,51 +89,29 @@ jobs:
           command: |
             source ~/.rvm/scripts/rvm
             bundle install
-
-      # Install and configure OpenSearch
-      - run:
-          name: Install OpenSearch
-          command: |
-            # Download and install OpenSearch 2.11.0 (compatible with Elasticsearch 7.x clients)
-            wget https://artifacts.opensearch.org/releases/bundle/opensearch/2.11.0/opensearch-2.11.0-linux-x64.tar.gz
-            tar -xzf opensearch-2.11.0-linux-x64.tar.gz
-            sudo mv opensearch-2.11.0 /opt/opensearch
+            # pnpm install
 
       - run:
-          name: Configure and Start OpenSearch
+          name: Download cc-test-reporter
           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
+            mkdir -p ~/tmp
+            curl -L https://codeclimate.com/downloads/test-reporter/test-reporter-latest-linux-amd64 > ~/tmp/cc-test-reporter
+            chmod +x ~/tmp/cc-test-reporter
 
+      # Swagger verification
       - run:
-          name: Wait for OpenSearch to be ready
+          name: Verify swagger API specification
           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
+            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
+            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
+      # we remove the FRONTED_URL from the .env before running the tests
       - run:
           name: Database Setup and Configure Environment Variables
           command: |
@@ -280,98 +127,65 @@ 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
+          command: |
+            mkdir -p ~/build/coverage/frontend
+            ~/tmp/cc-test-reporter before-build
+            pnpm run test:coverage
+
+      - run:
+          name: Code Climate Test Coverage (Frontend)
+          command: |
+            ~/tmp/cc-test-reporter format-coverage -t lcov -o "~/build/coverage/frontend/codeclimate.frontend_$CIRCLE_NODE_INDEX.json"
+
+      # Run backend tests
       - run:
           name: Run backend tests
           command: |
             mkdir -p ~/tmp/test-results/rspec
             mkdir -p ~/tmp/test-artifacts
             mkdir -p ~/build/coverage/backend
-
-            # Use round-robin distribution (same as GitHub Actions) for better test isolation
-            # This prevents tests with similar timing from being grouped on the same runner
-            SPEC_FILES=($(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 \
+            ~/tmp/cc-test-reporter before-build
+            TESTFILES=$(circleci tests glob "spec/**/*_spec.rb" | circleci tests split --split-by=timings)
+            bundle exec rspec --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
-      - store_test_results:
-          path: ~/tmp/test-results
+      - run:
+          name: Code Climate Test Coverage (Backend)
+          command: |
+            ~/tmp/cc-test-reporter format-coverage -t simplecov -o "~/build/coverage/backend/codeclimate.$CIRCLE_NODE_INDEX.json"
 
       - run:
-          name: Move coverage files if they exist
+          name: List coverage directory contents
           command: |
-            if [ -d "coverage" ]; then
-              mkdir -p ~/build/coverage
-              cp -r coverage ~/build/coverage/backend || true
-            fi
-          when: always
+            ls -R ~/build/coverage
 
       - 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

.codeclimate.yml

@@ -0,0 +1,62 @@
+version: '2'
+plugins:
+  rubocop:
+    enabled: false
+    channel: rubocop-0-73
+  eslint:
+    enabled: false
+  csslint:
+    enabled: true
+  scss-lint:
+    enabled: true
+  brakeman:
+    enabled: false
+checks:
+  similar-code:
+    enabled: false
+  method-count:
+    enabled: true
+    config:
+      threshold: 32
+  file-lines:
+    enabled: true
+    config:
+      threshold: 300
+  method-lines:
+    config:
+      threshold: 50
+exclude_patterns:
+  - 'spec/'
+  - '**/specs/**/**'
+  - '**/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'

.devcontainer/Dockerfile

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

.devcontainer/Dockerfile.base

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

.devcontainer/devcontainer.json

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

.devcontainer/docker-compose.base.yml

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

.devcontainer/docker-compose.yml

@@ -5,14 +5,27 @@
 version: '3'
 
 services:
+  base:
+    build:
+      context: ..
+      dockerfile: .devcontainer/Dockerfile.base
+      args:
+        VARIANT: 'ubuntu-22.04'
+        NODE_VERSION: '23.7.0'
+        RUBY_VERSION: '3.3.3'
+        # On Linux, you may need to update USER_UID and USER_GID below if not your local UID is not 1000.
+        USER_UID: '1000'
+        USER_GID: '1000'
+    image: base:latest
+
   app:
     build:
       context: ..
       dockerfile: .devcontainer/Dockerfile
       args:
         VARIANT: 'ubuntu-22.04'
-        NODE_VERSION: '24.13.0'
-        RUBY_VERSION: '3.4.4'
+        NODE_VERSION: '23.7.0'
+        RUBY_VERSION: '3.3.3'
         # On Linux, you may need to update USER_UID and USER_GID below if not your local UID is not 1000.
         USER_UID: '1000'
         USER_GID: '1000'

.devcontainer/scripts/setup.sh

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

.env.example

@@ -2,17 +2,10 @@
 # https://www.chatwoot.com/docs/self-hosted/configuration/environment-variables/#rails-production-variables
 
 # Used to verify the integrity of signed cookies. so ensure a secure value is set
-# SECRET_KEY_BASE should be alphanumeric. Avoid special characters or symbols.
+# SECRET_KEY_BASE should be alphanumeric. Avoid special characters or symbols. 
 # Use `rake secret` to generate this variable
 SECRET_KEY_BASE=replace_with_lengthy_secure_hex
 
-# Active Record Encryption keys (required for MFA/2FA functionality)
-# Generate these keys by running: rails db:encryption:init
-# IMPORTANT: Use different keys for each environment (development, staging, production)
-# ACTIVE_RECORD_ENCRYPTION_PRIMARY_KEY=
-# ACTIVE_RECORD_ENCRYPTION_DETERMINISTIC_KEY=
-# ACTIVE_RECORD_ENCRYPTION_KEY_DERIVATION_SALT=
-
 # Replace with the URL you are planning to use for your app
 FRONTEND_URL=http://0.0.0.0:3000
 # To use a dedicated URL for help center pages
@@ -98,8 +91,6 @@ 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 +98,6 @@ 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 +107,6 @@ 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 +208,6 @@ 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=
 
@@ -231,12 +216,6 @@ ANDROID_SHA256_CERT_FINGERPRINT=AC:73:8E:DE:EB:56:EA:CC:10:87:02:A7:65:37:7B:38:
 # ENABLE_RACK_ATTACK=true
 # RACK_ATTACK_LIMIT=300
 # ENABLE_RACK_ATTACK_WIDGET_API=true
-# Comma-separated list of trusted IPs that bypass Rack Attack throttling rules
-# RACK_ATTACK_ALLOWED_IPS=127.0.0.1,::1,192.168.0.10
-
-## SafeFetch private network access
-## Keep disabled by default. Self-hosted installations can enable this to allow SafeFetch requests to private network URLs.
-# SAFE_FETCH_ALLOW_PRIVATE_NETWORK=false
 
 ## Running chatwoot as an API only server
 ## setting this value to true will disable the frontend dashboard endpoints
@@ -268,18 +247,14 @@ 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)
-# The OpenAI API key and endpoint for Captain are not configured via .env.
-# Set them at Super Admin > App Configs > Captain (CAPTAIN_OPEN_AI_API_KEY, CAPTAIN_OPEN_AI_ENDPOINT).
+# AI powered features
+## OpenAI key
+# 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

.eslintrc.js

@@ -103,7 +103,6 @@ module.exports = {
           '⌘',
           '📄',
           '🎉',
-          '🚀',
           '💬',
           '👥',
           '📥',

.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/auto-assign-pr.yml

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

.github/workflows/deploy_check.yml

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

.github/workflows/frontend-fe.yml

@@ -8,12 +8,9 @@ on:
     branches:
       - develop
 
-permissions:
-  contents: read
-
 jobs:
   test:
-    runs-on: ubuntu-22.04
+    runs-on: ubuntu-20.04
 
     steps:
       - uses: actions/checkout@v4
@@ -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

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

.github/workflows/nightly_installer.yml

@@ -2,7 +2,7 @@
 # #
 # # Linux nightly installer action
 # # This action will try to install and setup
-# # chatwoot on an Ubuntu 22.04 machine using
+# # chatwoot on an Ubuntu 20.04 machine using
 # # the linux installer script.
 # #
 # # This is set to run daily at midnight.
@@ -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
@@ -23,5 +19,6 @@ jobs:
 
     - name: Build the Codespace Base Image
       run: |
-        docker compose -f .devcontainer/docker-compose.base.yml build base
+        docker-compose -f .devcontainer/docker-compose.yml build base
+        docker tag base:latest ghcr.io/chatwoot/chatwoot_codespace:latest
         docker push ghcr.io/chatwoot/chatwoot_codespace: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
-  lint-backend:
-    runs-on: ubuntu-latest
-    steps:
-      - uses: actions/checkout@v4
-      - uses: ruby/setup-ruby@v1
-        with:
-          bundler-cache: true
-      - name: Run Rubocop
-        run: bundle exec rubocop --parallel
-
-  lint-frontend:
-    runs-on: ubuntu-latest
-    steps:
-      - uses: actions/checkout@v4
-      - uses: pnpm/action-setup@v4
-      - uses: actions/setup-node@v4
-        with:
-          node-version: 24
-          cache: 'pnpm'
-      - name: Install pnpm dependencies
-        run: pnpm i
-      - name: Run ESLint
-        run: pnpm run eslint
-
-  # Frontend tests run in parallel with backend
-  frontend-tests:
-    runs-on: ubuntu-latest
-    steps:
-      - uses: actions/checkout@v4
-      - uses: pnpm/action-setup@v4
-      - uses: actions/setup-node@v4
-        with:
-          node-version: 24
-          cache: 'pnpm'
-      - name: Install pnpm dependencies
-        run: pnpm i
-      - name: Run frontend tests
-        run: pnpm run test:coverage
-
-  # Backend tests with parallelization
-  backend-tests:
-    runs-on: ubuntu-latest
-    strategy:
-      fail-fast: false
-      matrix:
-        ci_node_total: [16]
-        ci_node_index: [0, 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15]
-
+  test:
+    runs-on: ubuntu-20.04
     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
-          # 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
+          bundle exec rspec --profile=10 --format documentation
         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-${{ matrix.ci_node_index }}
-          path: tmp/rspec_results.json
-
-      - name: Upload rails log folder
-        uses: actions/upload-artifact@v4
-        if: failure()
-        with:
-          name: rails-log-folder-${{ matrix.ci_node_index }}
+          name: rails-log-folder
           path: log

.github/workflows/run_mfa_spec.yml

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

.github/workflows/size-limit.yml

@@ -5,17 +5,9 @@ on:
     branches:
       - develop
 
-# If two pushes happen within a short time in the same PR, cancel the run of the oldest push
-concurrency:
-  group: pr-${{ github.workflow }}-${{ github.head_ref }}
-  cancel-in-progress: true
-
-permissions:
-  contents: read
-
 jobs:
   test:
-    runs-on: ubuntu-22.04
+    runs-on: ubuntu-20.04
 
     steps:
       - uses: actions/checkout@v4
@@ -31,7 +23,7 @@ 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-to: type=gha,mode=max,scope=${{ matrix.platform }}
+          cache-from: type=gha
+          cache-to: type=gha,mode=max

.gitignore

@@ -71,6 +71,9 @@ test/cypress/videos/*
 /config/master.key
 /config/*.enc
 
+#ignore files under .vscode directory
+.vscode
+.cursor
 
 # yalc for local testing
 .yalc
@@ -89,18 +92,5 @@ yarn-debug.log*
 # https://vitejs.dev/guide/env-and-mode.html#env-files
 *.local
 
-
-# TextEditors & AI Agents config files
-.vscode
-.claude/settings.local.json
-.cursor
-.codex/
-.claude/
-CLAUDE.local.md
-
-# Histoire deployment
-.netlify
-.histoire
-.pnpm-store/*
-local/
-Procfile.worktree
+# Claude.ai config file
+CLAUDE.md

.husky/pre-commit

@@ -4,8 +4,8 @@
 # lint js and vue files
 npx --no-install lint-staged
 
-# lint only staged ruby files that still exist (not deleted)
-git diff --name-only --cached | xargs -I {} sh -c 'test -f "{}" && echo "{}"' | grep '\.rb$' | xargs -I {} bundle exec rubocop --force-exclusion -a "{}" || true
+# lint only staged ruby files
+git diff --name-only --cached | xargs ls -1 2>/dev/null | grep '\.rb$' | xargs bundle exec rubocop --force-exclusion -a
 
 # stage rubocop changes to files
-git diff --name-only --cached | xargs -I {} sh -c 'test -f "{}" && git add "{}"' || true
+git diff --name-only --cached | xargs git add

.nvmrc

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

.qlty/.gitignore

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

.qlty/configs/.hadolint.yaml

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

.qlty/configs/.shellcheckrc

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

.qlty/configs/.yamllint.yaml

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

.qlty/qlty.toml

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

.rubocop.yml

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

.ruby-version

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

.windsurf/rules/chatwoot.md

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

AGENTS.md

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

CLAUDE.md

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

Gemfile

@@ -1,10 +1,10 @@
 source 'https://rubygems.org'
 
-ruby '3.4.4'
+ruby '3.3.3'
 
 ##-- base gems for rails --##
 gem 'rack-cors', '2.0.0', require: 'rack/cors'
-gem 'rails', '~> 7.1'
+gem 'rails', '~> 7.0.8.4'
 # Reduces boot times through caching; required in config/boot.rb
 gem 'bootsnap', require: false
 
@@ -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 --##
@@ -35,14 +33,10 @@ gem 'liquid'
 gem 'commonmarker'
 # Validate Data against JSON Schema
 gem 'json_schemer'
-# used in swagger build
-gem 'json_refs'
 # Rack middleware for blocking & throttling abusive requests
 gem 'rack-attack', '>= 6.7.0'
 # a utility tool for streaming, flexible and safe downloading of remote files
 gem 'down'
-# SSRF-safe URL fetching
-gem 'ssrf_filter', '~> 1.5'
 # authentication type to fetch and send mail over oauth2.0
 gem 'gmail_xoauth'
 # Lock net-smtp to 0.3.4 to avoid issues with gmail_xoauth2
@@ -58,9 +52,6 @@ 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'
@@ -69,14 +60,10 @@ gem 'redis-namespace'
 # super fast record imports in bulk
 gem 'activerecord-import'
 
-gem 'searchkick'
-gem 'opensearch-ruby'
-gem 'faraday_middleware-aws-sigv4'
-
 ##--- gems for server & infra configuration ---##
 gem 'dotenv-rails', '>= 3.0.0'
 gem 'foreman'
-gem 'puma', '~> 7.2', '>= 7.2.1'
+gem 'puma'
 gem 'vite_rails'
 # metrics on heroku
 gem 'barnes'
@@ -85,13 +72,9 @@ 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
 gem 'administrate', '>= 0.20.1'
 gem 'administrate-field-active_storage', '>= 1.0.3'
@@ -104,14 +87,14 @@ gem 'wisper', '2.0.0'
 ##--- gems for channels ---##
 gem 'facebook-messenger'
 gem 'line-bot-api'
-gem 'twilio-ruby'
+gem 'twilio-ruby', '~> 5.66'
 # twitty will handle subscription of twitter account events
 # gem 'twitty', git: 'https://github.com/chatwoot/twitty'
 gem 'twitty', '~> 0.1.5'
 # facebook client
 gem 'koala'
 # slack client
-gem 'slack-ruby-client', '~> 2.7.0'
+gem 'slack-ruby-client', '~> 2.5.2'
 # for dialogflow integrations
 gem 'google-cloud-dialogflow-v2', '>= 0.24.0'
 gem 'grpc'
@@ -123,7 +106,7 @@ gem 'google-cloud-translate-v3', '>= 0.7.0'
 ##-- apm and error monitoring ---#
 # loaded only when environment variables are set.
 # ref application.rb
-gem 'datadog', '~> 2.0', require: false
+gem 'ddtrace', require: false
 gem 'elastic-apm', require: false
 gem 'newrelic_rpm', require: false
 gem 'newrelic-sidekiq-metrics', '>= 1.6.2', require: false
@@ -133,11 +116,9 @@ 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'
-# for sidekiq healthcheck
-gem 'sidekiq_alive'
+gem 'sidekiq-cron', '>= 1.12.0'
 
 ##-- Push notification service --##
 gem 'fcm'
@@ -166,7 +147,7 @@ gem 'working_hours'
 gem 'pg_search'
 
 # Subscriptions, Billing
-gem 'stripe', '~> 18.0'
+gem 'stripe'
 
 ## - helper gems --##
 ## to populate db with sample data
@@ -182,7 +163,6 @@ gem 'audited', '~> 5.4', '>= 5.4.1'
 
 # need for google auth
 gem 'omniauth', '>= 2.1.2'
-gem 'omniauth-saml'
 gem 'omniauth-google-oauth2', '>= 1.1.3'
 gem 'omniauth-rails_csrf_protection', '~> 1.0', '>= 1.0.2'
 
@@ -195,22 +175,9 @@ gem 'reverse_markdown'
 
 gem 'iso-639'
 gem 'ruby-openai'
-gem 'ai-agents', '>= 0.12.0'
-
-# TODO: Move this gem as a dependency of ai-agents
-gem 'ruby_llm', '>= 1.14.1'
-gem 'ruby_llm-schema'
-
-gem 'cld3', '~> 3.7'
-
-# OpenTelemetry for LLM observability
-gem 'opentelemetry-sdk'
-gem 'opentelemetry-exporter-otlp'
 
 gem 'shopify_api'
 
-gem 'firecrawl-sdk', '~> 1.0', require: 'firecrawl'
-
 ### Gems required only in specific deployment environments ###
 ##############################################################
 
@@ -223,12 +190,15 @@ group :production do
 end
 
 group :development do
-  gem 'annotaterb'
+  gem 'annotate'
   gem 'bullet'
   gem 'letter_opener'
   gem 'scss_lint', require: false
   gem 'web-console', '>= 4.2.1'
 
+  # used in swagger build
+  gem 'json_refs'
+
   # When we want to squash migrations
   gem 'squasher'
 
@@ -237,8 +207,6 @@ group :development do
   gem 'stackprof'
   # Should install the associated chrome extension to view query logs
   gem 'meta_request', '>= 0.8.3'
-
-  gem 'tidewave'
 end
 
 group :test do
@@ -248,7 +216,6 @@ group :test do
   gem 'webmock'
   # test profiling
   gem 'test-prof'
-  gem 'simplecov_json_formatter', require: false
 end
 
 group :development, :test do
@@ -270,11 +237,9 @@ group :development, :test do
   gem 'rubocop-performance', require: false
   gem 'rubocop-rails', require: false
   gem 'rubocop-rspec', require: false
-  gem 'rubocop-factory_bot', require: false
   gem 'seed_dump'
   gem 'shoulda-matchers'
-  gem 'simplecov', '>= 0.21', require: false
-  gem 'skooma'
+  gem 'simplecov', '0.17.1', require: false
   gem 'spring'
   gem 'spring-watcher-listen'
 end

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

@@ -40,19 +40,8 @@ run:
 	fi
 
 force_run:
-	@echo "Cleaning up Overmind processes..."
-	@lsof -ti:3036 2>/dev/null | xargs kill -9 2>/dev/null || true
-	@lsof -ti:3000 2>/dev/null | xargs kill -9 2>/dev/null || true
-	@rm -f ./.overmind.sock
-	@rm -f tmp/pids/*.pid
-	@echo "Cleanup complete"
-	overmind start -f Procfile.dev
-
-force_run_tunnel:
-	lsof -ti:3000 | xargs kill -9 2>/dev/null || true
 	rm -f ./.overmind.sock
-	rm -f tmp/pids/*.pid
-	overmind start -f Procfile.tunnel
+	overmind start -f Procfile.dev
 
 debug:
 	overmind connect backend
@@ -63,4 +52,4 @@ debug_worker:
 docker: 
 	docker build -t $(APP_NAME) -f ./docker/Dockerfile .
 
-.PHONY: setup db_create db_migrate db_seed db_reset db console server burn docker run force_run force_run_tunnel debug debug_worker
+.PHONY: setup db_create db_migrate db_seed db_reset db console server burn docker run force_run debug debug_worker

Procfile.tunnel

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

README.md

@@ -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.

Rakefile

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

VERSION_CW

@@ -1 +1 @@
-4.16.1
+3.13.0

VERSION_CWCTL

@@ -1 +1 @@
-3.5.0
+3.2.0

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

@@ -6,7 +6,6 @@
 # We don't want to update the name of the identified original contact.
 
 class ContactIdentifyAction
-  include UrlHelper
   pattr_initialize [:contact!, :params!, { retain_original_contact_name: false, discard_invalid_attrs: false }]
 
   def perform
@@ -104,15 +103,8 @@ 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?
-    enqueue_avatar_job
-  end
-
-  def enqueue_avatar_job
-    return unless params[:avatar_url].present? && !@contact.avatar.attached?
-    return unless url_valid?(params[:avatar_url])
-
-    Avatar::AvatarFromUrlJob.perform_later(@contact, params[:avatar_url])
+    @contact.save!
+    Avatar::AvatarFromUrlJob.perform_later(@contact, params[:avatar_url]) if params[:avatar_url].present? && !@contact.avatar.attached?
   end
 
   def merge_contact(base_contact, merge_contact)

app/assets/javascripts/secretField.js

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

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

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

app/builders/account_builder.rb

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

app/builders/agent_builder.rb

@@ -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
+    ActiveRecord::Base.transaction do
+      @user = find_or_create_user
+      create_account_user
     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.
@@ -69,5 +52,3 @@ class AgentBuilder
     }.compact))
   end
 end
-
-AgentBuilder.prepend_mod_with('AgentBuilder')

app/builders/campaigns/campaign_conversation_builder.rb

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

app/builders/contact_inbox_builder.rb

@@ -59,13 +59,11 @@ class ContactInboxBuilder
   end
 
   def create_contact_inbox
-    attrs = {
+    ::ContactInbox.create_with(hmac_verified: hmac_verified || false).find_or_create_by!(
       contact_id: @contact.id,
       inbox_id: @inbox.id,
       source_id: @source_id
-    }
-
-    ::ContactInbox.where(attrs).first_or_create!(hmac_verified: hmac_verified || false)
+    )
   rescue ActiveRecord::RecordNotUnique
     Rails.logger.info("[ContactInboxBuilder] RecordNotUnique #{@source_id} #{@contact.id} #{@inbox.id}")
     update_old_contact_inbox
@@ -103,5 +101,3 @@ 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],
@@ -59,42 +59,13 @@ class ContactInboxWithContactBuilder
     )
   end
 
-  def contact_name
-    name = contact_attributes[:name] || ::Haikunator.haikunate(1000)
-    name.truncate(ApplicationRecord::MAX_STRING_COLUMN_LENGTH, omission: '')
-  end
-
   def find_contact
     contact = find_contact_by_identifier(contact_attributes[:identifier])
     contact ||= find_contact_by_email(contact_attributes[:email])
     contact ||= find_contact_by_phone_number(contact_attributes[:phone_number])
-    contact ||= find_contact_by_instagram_source_id(source_id) if instagram_channel?
-
     contact
   end
 
-  def instagram_channel?
-    inbox.channel_type == 'Channel::Instagram'
-  end
-
-  # There might be existing contact_inboxes created through Channel::FacebookPage
-  # with the same Instagram source_id. New Instagram interactions should create fresh contact_inboxes
-  # while still reusing contacts if found in Facebook channels so that we can create
-  # new conversations with the same contact.
-  def find_contact_by_instagram_source_id(instagram_id)
-    return if instagram_id.blank?
-
-    existing_contact_inbox = ContactInbox.joins(:inbox)
-                                         .where(source_id: instagram_id)
-                                         .where(
-                                           'inboxes.channel_type = ? AND inboxes.account_id = ?',
-                                           'Channel::FacebookPage',
-                                           account.id
-                                         ).first
-
-    existing_contact_inbox&.contact
-  end
-
   def find_contact_by_identifier(identifier)
     return if identifier.blank?
 

app/builders/email/base_builder.rb

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

app/builders/email/from_builder.rb

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

app/builders/email/reply_to_builder.rb

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

app/builders/messages/facebook/message_builder.rb

@@ -91,21 +91,11 @@ class Messages::Facebook::MessageBuilder < Messages::Messenger::MessageBuilder
 
   def fallback_params(attachment)
     {
-      fallback_title: attachment['title'] || attachment.dig('payload', 'title'),
-      external_url: attachment['url'] || attachment.dig('payload', 'url')
+      fallback_title: attachment['title'],
+      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

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

app/builders/messages/instagram/message_builder.rb

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

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

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

app/builders/messages/message_builder.rb

@@ -1,8 +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?
 
@@ -57,25 +67,16 @@ class Messages::MessageBuilder
         file: uploaded_attachment
       )
 
-      attachment.file_type = attachment_file_type(uploaded_attachment)
-      tag_voice_message(attachment)
+      attachment.file_type = if uploaded_attachment.is_a?(String)
+                               file_type_by_signed_id(
+                                 uploaded_attachment
+                               )
+                             else
+                               file_type(uploaded_attachment&.content_type)
+                             end
     end
   end
 
-  def attachment_file_type(uploaded_attachment)
-    if uploaded_attachment.is_a?(String)
-      file_type_by_signed_id(uploaded_attachment)
-    else
-      file_type(uploaded_attachment&.content_type)
-    end
-  end
-
-  def tag_voice_message(attachment)
-    return unless @is_voice_message && attachment.file_type == 'audio'
-
-    attachment.meta = (attachment.meta || {}).merge('is_voice_message' => true)
-  end
-
   def process_emails
     return unless @conversation.inbox&.inbox_type == 'Email'
 
@@ -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)
-    # 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 = @message.attachments.new(attachment_params(attachment).except(:remote_file_url))
     attachment_obj.save!
-    if facebook_reel?(attachment)
-      update_facebook_reel_content(attachment)
-    elsif params[:remote_file_url]
-      attach_file(attachment_obj, params[:remote_file_url])
-    end
-    fetch_attachment_links(attachment_obj)
-    update_attachment_file_type(attachment_obj)
-  end
-
-  def fetch_attachment_links(attachment_obj)
+    attach_file(attachment_obj, attachment_params(attachment)[:remote_file_url]) if attachment_params(attachment)[:remote_file_url]
     fetch_story_link(attachment_obj) if attachment_obj.file_type == 'story_mention'
-    fetch_ig_story_link(attachment_obj) if attachment_obj.file_type == 'ig_story'
-    fetch_ig_post_link(attachment_obj) if attachment_obj.file_type == 'ig_post'
+    update_attachment_file_type(attachment_obj)
   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,
-      remote_file_url: url
+      external_url: attachment['payload']['url'],
+      remote_file_url: attachment['payload']['url']
     }
   end
 
@@ -96,58 +68,26 @@ 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)
+  def get_story_object_from_source_id(source_id)
+    k = Koala::Facebook::API.new(@inbox.channel.page_access_token) if @inbox.facebook?
+    k.get_object(source_id, fields: %w[story from]) || {}
+  rescue Koala::Facebook::AuthenticationError
+    @inbox.channel.authorization_error!
+    raise
+  rescue Koala::Facebook::ClientError => e
+    # The exception occurs when we are trying fetch the deleted story or blocked story.
+    @message.attachments.destroy_all
+    @message.update(content: I18n.t('conversations.messages.instagram_deleted_story_content'))
+    Rails.logger.error e
+    {}
+  rescue StandardError => e
+    ChatwootExceptionTracker.new(e, account: @inbox.account).capture_exception
     {}
   end
 
   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] }
-    @resolved_count = results.transform_values { |data| data[:resolved_conversations_count] }
-    @avg_resolution_time = results.transform_values { |data| data[:avg_resolution_time] }
-    @avg_first_response_time = results.transform_values { |data| data[:avg_first_response_time] }
-    @avg_reply_time = results.transform_values { |data| data[:avg_reply_time] }
+  def reporting_events
+    @reporting_events ||= account.reporting_events.where(created_at: range)
+  end
+
+  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
-    @data_source ||= Reports::DataSource.for(
-      account: account,
-      metric: nil,
-      dimension_type: summary_dimension_type,
-      dimension_id: nil,
-      scope: nil,
-      range: range,
-      group_by: 'day',
-      timezone_offset: params[:timezone_offset],
-      business_hours: params[:business_hours]
-    )
+  def get_grouped_average(events)
+    events.group(group_by_key).average(average_value_key)
   end
 
-  def summary_dimension_type
-    {
-      'account_id' => 'account',
-      'user_id' => 'agent',
-      'inbox_id' => 'inbox',
-      'conversations.team_id' => 'team'
-    }.fetch(group_by_key.to_s)
+  def average_value_key
+    ActiveModel::Type::Boolean.new.cast(params[:business_hours]).present? ? :value_in_business_hours : :value
   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, created_at: range)
-           .where.not(conversation_id: bot_handoff_conversation_ids_subquery)
-           .distinct.count
+    account.reporting_events.joins(:conversation).select(:conversation_id).where(account_id: account.id, name: :conversation_bot_resolved,
+                                                                                 created_at: range).distinct.count
   end
 
   def bot_handoffs_count
-    account.reporting_events.joins(:conversation).select(:conversation_id)
-           .where(account_id: account.id, name: :conversation_bot_handoff, created_at: range)
-           .distinct.count
-  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)
+    account.reporting_events.joins(:conversation).select(:conversation_id).where(account_id: account.id, name: :conversation_bot_handoff,
+                                                                                 created_at: range).distinct.count
   end
 
   def bot_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)
-    return unless Reports::ReportMetricRegistry.supported?(metric)
+  AVG_METRICS = %w[avg_first_response_time avg_resolution_time reply_time].freeze
+  COUNT_METRICS = %w[
+    conversations_count
+    incoming_messages_count
+    outgoing_messages_count
+    resolutions_count
+    bot_resolutions_count
+    bot_handoffs_count
+  ].freeze
 
-    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/label_summary_builder.rb

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

app/builders/v2/reports/outgoing_messages_count_builder.rb

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

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

@@ -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
@@ -28,24 +29,15 @@ class Api::V1::Accounts::AgentBotsController < Api::V1::Accounts::BaseController
     head :ok
   end
 
-  def reset_access_token
-    @agent_bot.access_token.regenerate_token
-    @agent_bot.reload
-  end
-
-  def reset_secret
-    @agent_bot.reset_secret!
-  end
-
   private
 
   def agent_bot
-    @agent_bot = AgentBot.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
 
   def permitted_params
-    params.permit(:name, :description, :outgoing_url, :avatar, :avatar_url, :bot_type, bot_config: {})
+    params.permit(:name, :description, :outgoing_url, :avatar, :avatar_url, :bot_type, bot_config: [:csml_content])
   end
 
   def process_avatar_from_url

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
@@ -60,7 +72,7 @@ class Api::V1::Accounts::AgentsController < Api::V1::Accounts::BaseController
   end
 
   def allowed_agent_params
-    [:name, :email, :role, :availability, :auto_offline]
+    [:name, :email, :name, :role, :availability, :auto_offline]
   end
 
   def agent_params
@@ -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)
-    Current.account.with_lock do
-      raise AgentBuilder::LimitExceededError if emails.count > available_agent_count
+  def validate_limit_for_bulk_create
+    limit_available = params[:emails].count <= available_agent_count
 
-      emails.each { |email| create_agent_from_email(email) }
-    end
+    render_payment_required('Account limit exceeded. Please purchase more licenses') unless limit_available
   end
 
-  def create_agent_from_email(email)
-    builder = AgentBuilder.new(
-      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!
+  def validate_limit
+    render_payment_required('Account limit exceeded. Please purchase more licenses') unless can_add_agent?
   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
-    params_with_defaults[:status] ||= :draft
-    @article = @portal.articles.create!(params_with_defaults)
+    @article = @portal.articles.create!(article_params)
     @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?
-    render json: { message: @article.errors.full_messages.to_sentence }, status: :unprocessable_entity and return unless @article.valid?
+    @article.update!(article_params) if params[:article].present?
+    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])
-    render json: { positions: positions }
+    Article.update_positions(params[:positions_hash])
+    head :ok
   end
 
   private
@@ -67,26 +66,12 @@ 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,
-                                                    :description,
-                                                    { tags: [] }]
+      :title, :slug, :position, :content, :description, :position, :category_id, :author_id, :associated_article_id, :status,
+      :locale, meta: [:title,
+                      :description,
+                      { tags: [] }]
     )
   end
 

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/inboxes_controller.rb

@@ -1,20 +0,0 @@
-class Api::V1::Accounts::AssignmentPolicies::InboxesController < Api::V1::Accounts::BaseController
-  before_action :fetch_assignment_policy
-  before_action -> { check_authorization(AssignmentPolicy) }
-
-  def index
-    @inboxes = @assignment_policy.inboxes
-  end
-
-  private
-
-  def fetch_assignment_policy
-    @assignment_policy = Current.account.assignment_policies.find(
-      params[:assignment_policy_id]
-    )
-  end
-
-  def permitted_params
-    params.permit(:assignment_policy_id)
-  end
-end

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

@@ -1,37 +0,0 @@
-class Api::V1::Accounts::AssignmentPoliciesController < Api::V1::Accounts::BaseController
-  before_action :fetch_assignment_policy, only: [:show, :update, :destroy]
-  before_action :check_authorization
-
-  def index
-    @assignment_policies = Current.account.assignment_policies
-  end
-
-  def show; end
-
-  def create
-    @assignment_policy = Current.account.assignment_policies.create!(assignment_policy_params)
-  end
-
-  def update
-    @assignment_policy.update!(assignment_policy_params)
-  end
-
-  def destroy
-    @assignment_policy.destroy!
-    head :ok
-  end
-
-  private
-
-  def fetch_assignment_policy
-    @assignment_policy = Current.account.assignment_policies.find(params[:id])
-  end
-
-  def assignment_policy_params
-    params.require(:assignment_policy).permit(
-      :name, :description, :assignment_order, :conversation_priority,
-      :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.actions = actions if params[:actions]
-      @automation_rule.conditions = params[:conditions] if params[:conditions]
-      @automation_rule.save!
-      blobs.each { |blob| @automation_rule.files.attach(blob) }
+      automation_rule_update
+      process_attachments
+
     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
-    when 'Conversation'
-      enqueue_conversation_job
-      head :ok
-    when 'Contact'
-      check_authorization_for_contact_action
-      enqueue_contact_job
+    if type_matches?
+      ::BulkActionsJob.perform_later(
+        account: @current_account,
+        user: current_user,
+        params: permitted_params
+      )
       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
-    params[:type].to_s.camelize
+  def type_matches?
+    ['Conversation'].include?(params[:type])
   end
 
-  def enqueue_conversation_job
-    ::BulkActionsJob.perform_later(
-      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)
+  def permitted_params
+    params.permit(:type, :snoozed_until, ids: [], fields: [:status, :assignee_id, :team_id], labels: [add: [], remove: []])
   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}"
@@ -33,14 +30,7 @@ class Api::V1::Accounts::CallbacksController < Api::V1::Accounts::BaseController
   end
 
   def facebook_pages
-    pages = []
-    fb_pages = fb_object.get_connections('me', 'accounts')
-    pages.concat(fb_pages)
-    while fb_pages.respond_to?(:next_page) && (next_page = fb_pages.next_page)
-      fb_pages = next_page
-      pages.concat(fb_pages)
-    end
-    @page_details = mark_already_existing_facebook_pages(pages)
+    @page_details = mark_already_existing_facebook_pages(fb_object.get_connections('me', 'accounts'))
   end
 
   def set_instagram_id(page_access_token, facebook_channel)

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

@@ -29,6 +29,6 @@ class Api::V1::Accounts::CampaignsController < Api::V1::Accounts::BaseController
 
   def campaign_params
     params.require(:campaign).permit(:title, :description, :message, :enabled, :trigger_only_during_business_hours, :inbox_id, :sender_id,
-                                     :scheduled_at, audience: [:type, :id], trigger_rules: {}, template_params: {})
+                                     :scheduled_at, audience: [:type, :id], trigger_rules: {})
   end
 end

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