Merge branch 'develop' into feat/contact-import-status

Co-authored-by: aakashb95 <aakash@chatwoot.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com>

.nvmrc

@@ -1 +1 @@
-20.5.1
+23.7.0

.rubocop.yml

@@ -7,6 +7,7 @@ plugins:
 require:
   - ./rubocop/use_from_email.rb
   - ./rubocop/custom_cop_location.rb
+  - ./rubocop/attachment_download.rb
   - ./rubocop/one_class_per_file.rb
 
 Layout/LineLength:
@@ -41,6 +42,12 @@ Style/SymbolArray:
 Style/OpenStructUse:
   Enabled: false
 
+Chatwoot/AttachmentDownload:
+  Enabled: true
+  Exclude:
+    - 'spec/**/*'
+    - 'test/**/*'
+
 Style/OptionalBooleanParameter:
   Exclude:
     - 'app/services/email_templates/db_resolver_service.rb'
@@ -88,7 +95,7 @@ Metrics/ModuleLength:
 Rails/HelperInstanceVariable:
   Exclude:
     - enterprise/app/helpers/captain/chat_helper.rb
-    - 'enterprise/app/helpers/captain/tool_execution_helper.rb'
+    - enterprise/app/helpers/captain/chat_response_helper.rb
 Rails/ApplicationController:
   Exclude:
     - 'app/controllers/api/v1/widget/messages_controller.rb'

Gemfile

@@ -162,7 +162,7 @@ gem 'working_hours'
 gem 'pg_search'
 
 # Subscriptions, Billing
-gem 'stripe'
+gem 'stripe', '~> 18.0'
 
 ## - helper gems --##
 ## to populate db with sample data
@@ -191,9 +191,10 @@ gem 'reverse_markdown'
 
 gem 'iso-639'
 gem 'ruby-openai'
-gem 'ai-agents', '>= 0.4.3'
+gem 'ai-agents', '>= 0.7.0'
 
 # TODO: Move this gem as a dependency of ai-agents
+gem 'ruby_llm', '>= 1.8.2'
 gem 'ruby_llm-schema'
 
 # OpenTelemetry for LLM observability
@@ -214,7 +215,7 @@ group :production do
 end
 
 group :development do
-  gem 'annotate'
+  gem 'annotaterb'
   gem 'bullet'
   gem 'letter_opener'
   gem 'scss_lint', require: false

Gemfile.lock

@@ -126,11 +126,11 @@ GEM
       jbuilder (~> 2)
       rails (>= 4.2, < 7.2)
       selectize-rails (~> 0.6)
-    ai-agents (0.4.3)
-      ruby_llm (~> 1.3)
-    annotate (3.2.0)
-      activerecord (>= 3.2, < 8.0)
-      rake (>= 10.4, < 14.0)
+    ai-agents (0.7.0)
+      ruby_llm (~> 1.8.2)
+    annotaterb (4.20.0)
+      activerecord (>= 6.0.0)
+      activesupport (>= 6.0.0)
     ast (2.4.3)
     attr_extras (7.1.0)
     audited (5.4.1)
@@ -819,7 +819,7 @@ GEM
     ruby2ruby (2.5.0)
       ruby_parser (~> 3.1)
       sexp_processor (~> 4.6)
-    ruby_llm (1.5.1)
+    ruby_llm (1.8.2)
       base64
       event_stream_parser (~> 1)
       faraday (>= 1.10.0)
@@ -827,8 +827,9 @@ GEM
       faraday-net_http (>= 1)
       faraday-retry (>= 1)
       marcel (~> 1.0)
+      ruby_llm-schema (~> 0.2.1)
       zeitwerk (~> 2)
-    ruby_llm-schema (0.1.0)
+    ruby_llm-schema (0.2.5)
     ruby_parser (3.20.0)
       sexp_processor (~> 4.16)
     sass (3.7.4)
@@ -928,7 +929,7 @@ GEM
     squasher (0.7.2)
     stackprof (0.2.25)
     statsd-ruby (1.5.0)
-    stripe (8.5.0)
+    stripe (18.0.1)
     telephone_number (1.4.20)
     test-prof (1.2.1)
     thor (1.4.0)
@@ -1017,8 +1018,8 @@ DEPENDENCIES
   administrate (>= 0.20.1)
   administrate-field-active_storage (>= 1.0.3)
   administrate-field-belongs_to_search (>= 0.9.0)
-  ai-agents (>= 0.4.3)
-  annotate
+  ai-agents (>= 0.7.0)
+  annotaterb
   attr_extras
   audited (~> 5.4, >= 5.4.1)
   aws-actionmailbox-ses (~> 0)
@@ -1119,6 +1120,7 @@ DEPENDENCIES
   rubocop-rails
   rubocop-rspec
   ruby-openai
+  ruby_llm (>= 1.8.2)
   ruby_llm-schema
   scout_apm
   scss_lint
@@ -1139,7 +1141,7 @@ DEPENDENCIES
   spring-watcher-listen
   squasher
   stackprof
-  stripe
+  stripe (~> 18.0)
   telephone_number
   test-prof
   tidewave

app/builders/messages/messenger/message_builder.rb

@@ -9,6 +9,8 @@ class Messages::Messenger::MessageBuilder
     attachment_obj.save!
     attach_file(attachment_obj, attachment_params(attachment)[:remote_file_url]) if attachment_params(attachment)[:remote_file_url]
     fetch_story_link(attachment_obj) if attachment_obj.file_type == 'story_mention'
+    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
 
@@ -27,7 +29,7 @@ class Messages::Messenger::MessageBuilder
     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].include? file_type
+    if [:image, :file, :audio, :video, :share, :story_mention, :ig_reel, :ig_post, :ig_story].include? file_type
       params.merge!(file_type_params(attachment))
     elsif file_type == :location
       params.merge!(location_params(attachment))
@@ -39,9 +41,17 @@ class Messages::Messenger::MessageBuilder
   end
 
   def file_type_params(attachment)
+    # Handle different URL field names for different attachment types
+    url = case attachment['type'].to_sym
+          when :ig_story
+            attachment['payload']['story_media_url']
+          else
+            attachment['payload']['url']
+          end
+
     {
-      external_url: attachment['payload']['url'],
-      remote_file_url: attachment['payload']['url']
+      external_url: url,
+      remote_file_url: url
     }
   end
 
@@ -68,6 +78,21 @@ 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)
     {}
@@ -76,6 +101,6 @@ class Messages::Messenger::MessageBuilder
   private
 
   def unsupported_file_type?(attachment_type)
-    [:template, :unsupported_type].include? attachment_type.to_sym
+    [:template, :unsupported_type, :ephemeral].include? attachment_type.to_sym
   end
 end

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

@@ -0,0 +1,160 @@
+class Api::V1::Accounts::InboxCsatTemplatesController < Api::V1::Accounts::BaseController
+  DEFAULT_BUTTON_TEXT = 'Please rate us'.freeze
+  DEFAULT_LANGUAGE = 'en'.freeze
+
+  before_action :fetch_inbox
+  before_action :validate_whatsapp_channel
+
+  def show
+    template = @inbox.csat_config&.dig('template')
+    return render json: { template_exists: false } unless template
+
+    template_name = template['name'] || Whatsapp::CsatTemplateNameService.csat_template_name(@inbox.id)
+    status_result = @inbox.channel.provider_service.get_template_status(template_name)
+
+    render_template_status_response(status_result, template_name)
+  rescue StandardError => e
+    Rails.logger.error "Error fetching CSAT template status: #{e.message}"
+    render json: { error: e.message }, status: :internal_server_error
+  end
+
+  def create
+    template_params = extract_template_params
+    return render_missing_message_error if template_params[:message].blank?
+
+    # Delete existing template even though we are using a new one.
+    # We don't want too many templates in the business portfolio, but the create operation shouldn't fail if deletion fails.
+    delete_existing_template_if_needed
+
+    result = create_template_via_provider(template_params)
+    render_template_creation_result(result)
+  rescue ActionController::ParameterMissing
+    render json: { error: 'Template parameters are required' }, status: :unprocessable_entity
+  rescue StandardError => e
+    Rails.logger.error "Error creating CSAT template: #{e.message}"
+    render json: { error: 'Template creation failed' }, status: :internal_server_error
+  end
+
+  private
+
+  def fetch_inbox
+    @inbox = Current.account.inboxes.find(params[:inbox_id])
+    authorize @inbox, :show?
+  end
+
+  def validate_whatsapp_channel
+    return if @inbox.whatsapp?
+
+    render json: { error: 'CSAT template operations only available for WhatsApp channels' },
+           status: :bad_request
+  end
+
+  def extract_template_params
+    params.require(:template).permit(:message, :button_text, :language)
+  end
+
+  def render_missing_message_error
+    render json: { error: 'Message is required' }, status: :unprocessable_entity
+  end
+
+  def create_template_via_provider(template_params)
+    template_config = {
+      message: template_params[:message],
+      button_text: template_params[:button_text] || DEFAULT_BUTTON_TEXT,
+      base_url: ENV.fetch('FRONTEND_URL', 'http://localhost:3000'),
+      language: template_params[:language] || DEFAULT_LANGUAGE,
+      template_name: Whatsapp::CsatTemplateNameService.csat_template_name(@inbox.id)
+    }
+
+    @inbox.channel.provider_service.create_csat_template(template_config)
+  end
+
+  def render_template_creation_result(result)
+    if result[:success]
+      render_successful_template_creation(result)
+    else
+      render_failed_template_creation(result)
+    end
+  end
+
+  def render_successful_template_creation(result)
+    render json: {
+      template: {
+        name: result[:template_name],
+        template_id: result[:template_id],
+        status: 'PENDING',
+        language: result[:language] || DEFAULT_LANGUAGE
+      }
+    }, status: :created
+  end
+
+  def render_failed_template_creation(result)
+    whatsapp_error = parse_whatsapp_error(result[:response_body])
+    error_message = whatsapp_error[:user_message] || result[:error]
+
+    render json: {
+      error: error_message,
+      details: whatsapp_error[:technical_details]
+    }, status: :unprocessable_entity
+  end
+
+  def delete_existing_template_if_needed
+    template = @inbox.csat_config&.dig('template')
+    return true if template.blank?
+
+    template_name = template['name']
+    return true if template_name.blank?
+
+    template_status = @inbox.channel.provider_service.get_template_status(template_name)
+    return true unless template_status[:success]
+
+    deletion_result = @inbox.channel.provider_service.delete_csat_template(template_name)
+    if deletion_result[:success]
+      Rails.logger.info "Deleted existing CSAT template '#{template_name}' for inbox #{@inbox.id}"
+      true
+    else
+      Rails.logger.warn "Failed to delete existing CSAT template '#{template_name}' for inbox #{@inbox.id}: #{deletion_result[:response_body]}"
+      false
+    end
+  rescue StandardError => e
+    Rails.logger.error "Error during template deletion for inbox #{@inbox.id}: #{e.message}"
+    false
+  end
+
+  def render_template_status_response(status_result, template_name)
+    if status_result[:success]
+      render json: {
+        template_exists: true,
+        template_name: template_name,
+        status: status_result[:template][:status],
+        template_id: status_result[:template][:id]
+      }
+    else
+      render json: {
+        template_exists: false,
+        error: 'Template not found'
+      }
+    end
+  end
+
+  def parse_whatsapp_error(response_body)
+    return { user_message: nil, technical_details: nil } if response_body.blank?
+
+    begin
+      error_data = JSON.parse(response_body)
+      whatsapp_error = error_data['error'] || {}
+
+      user_message = whatsapp_error['error_user_msg'] || whatsapp_error['message']
+      technical_details = {
+        code: whatsapp_error['code'],
+        subcode: whatsapp_error['error_subcode'],
+        type: whatsapp_error['type'],
+        title: whatsapp_error['error_user_title']
+      }.compact
+
+      { user_message: user_message, technical_details: technical_details }
+    rescue JSON::ParserError
+      { user_message: nil, technical_details: response_body }
+    end
+  end
+end

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

@@ -152,31 +152,37 @@ class Api::V1::Accounts::InboxesController < Api::V1::Accounts::BaseController
   end
 
   def format_csat_config(config)
-    {
-      display_type: config['display_type'] || 'emoji',
-      message: config['message'] || '',
-      survey_rules: {
-        operator: config.dig('survey_rules', 'operator') || 'contains',
-        values: config.dig('survey_rules', 'values') || []
-      }
+    formatted = {
+      'display_type' => config['display_type'] || 'emoji',
+      'message' => config['message'] || '',
+      :survey_rules => {
+        'operator' => config.dig('survey_rules', 'operator') || 'contains',
+        'values' => config.dig('survey_rules', 'values') || []
+      },
+      'button_text' => config['button_text'] || 'Please rate us',
+      'language' => config['language'] || 'en'
     }
+    format_template_config(config, formatted)
+    formatted
+  end
+
+  def format_template_config(config, formatted)
+    formatted['template'] = config['template'] if config['template'].present?
   end
 
   def inbox_attributes
     [:name, :avatar, :greeting_enabled, :greeting_message, :enable_email_collect, :csat_survey_enabled,
      :enable_auto_assignment, :working_hours_enabled, :out_of_office_message, :timezone, :allow_messages_after_resolved,
      :lock_to_single_conversation, :portal_id, :sender_name_type, :business_name,
-     { csat_config: [:display_type, :message, { survey_rules: [:operator, { values: [] }] }] }]
+     { csat_config: [:display_type, :message, :button_text, :language,
+                     { survey_rules: [:operator, { values: [] }],
+                       template: [:name, :template_id, :created_at, :language] }] }]
   end
 
   def permitted_params(channel_attributes = [])
     # We will remove this line after fixing https://linear.app/chatwoot/issue/CW-1567/null-value-passed-as-null-string-to-backend
     params.each { |k, v| params[k] = params[k] == 'null' ? nil : v }
-
-    params.permit(
-      *inbox_attributes,
-      channel: [:type, *channel_attributes]
-    )
+    params.permit(*inbox_attributes, channel: [:type, *channel_attributes])
   end
 
   def channel_type_from_params
@@ -192,11 +198,7 @@ class Api::V1::Accounts::InboxesController < Api::V1::Accounts::BaseController
   end
 
   def get_channel_attributes(channel_type)
-    if channel_type.constantize.const_defined?(:EDITABLE_ATTRS)
-      channel_type.constantize::EDITABLE_ATTRS.presence
-    else
-      []
-    end
+    channel_type.constantize.const_defined?(:EDITABLE_ATTRS) ? channel_type.constantize::EDITABLE_ATTRS.presence : []
   end
 
   def whatsapp_channel?

app/controllers/api/v1/accounts_controller.rb

@@ -92,14 +92,7 @@ class Api::V1::AccountsController < Api::BaseController
   end
 
   def settings_params
-    params.permit(
-      :auto_resolve_after,
-      :auto_resolve_message,
-      :auto_resolve_ignore_waiting,
-      :audio_transcriptions,
-      :auto_resolve_label,
-      conversation_required_attributes: []
-    )
+    params.permit(:auto_resolve_after, :auto_resolve_message, :auto_resolve_ignore_waiting, :audio_transcriptions, :auto_resolve_label)
   end
 
   def check_signup_enabled

app/javascript/dashboard/api/enterprise/account.js

@@ -23,6 +23,10 @@ class EnterpriseAccountAPI extends ApiClient {
       action_type: action,
     });
   }
+
+  createTopupCheckout(credits) {
+    return axios.post(`${this.url}topup_checkout`, { credits });
+  }
 }
 
 export default new EnterpriseAccountAPI();

app/javascript/dashboard/api/enterprise/specs/account.spec.js

@@ -11,6 +11,8 @@ describe('#enterpriseAccountAPI', () => {
     expect(accountAPI).toHaveProperty('delete');
     expect(accountAPI).toHaveProperty('checkout');
     expect(accountAPI).toHaveProperty('toggleDeletion');
+    expect(accountAPI).toHaveProperty('createTopupCheckout');
+    expect(accountAPI).toHaveProperty('getLimits');
   });
 
   describe('API calls', () => {
@@ -59,5 +61,29 @@ describe('#enterpriseAccountAPI', () => {
         { action_type: 'undelete' }
       );
     });
+
+    it('#createTopupCheckout with credits', () => {
+      accountAPI.createTopupCheckout(1000);
+      expect(axiosMock.post).toHaveBeenCalledWith(
+        '/enterprise/api/v1/topup_checkout',
+        { credits: 1000 }
+      );
+    });
+
+    it('#createTopupCheckout with different credit amounts', () => {
+      const creditAmounts = [1000, 2500, 6000, 12000];
+      creditAmounts.forEach(credits => {
+        accountAPI.createTopupCheckout(credits);
+        expect(axiosMock.post).toHaveBeenCalledWith(
+          '/enterprise/api/v1/topup_checkout',
+          { credits }
+        );
+      });
+    });
+
+    it('#getLimits', () => {
+      accountAPI.getLimits();
+      expect(axiosMock.get).toHaveBeenCalledWith('/enterprise/api/v1/limits');
+    });
   });
 });

app/javascript/dashboard/components-next/Conversation/ConversationRequiredEmpty.vue

@@ -1,11 +0,0 @@
-<template>
-  <div class="flex justify-between items-center px-4 py-4 w-full">
-    <div
-      class="flex justify-center items-center py-6 w-full custom-dashed-border"
-    >
-      <span class="text-sm text-n-slate-11">
-        {{ $t('CONVERSATION_WORKFLOW.REQUIRED_ATTRIBUTES.NO_ATTRIBUTES') }}
-      </span>
-    </div>
-  </div>
-</template>

app/javascript/dashboard/components-next/ConversationWorkflow/AttributeBadge.vue

@@ -1,42 +0,0 @@
-<script setup>
-import { computed } from 'vue';
-import Icon from 'dashboard/components-next/icon/Icon.vue';
-
-const props = defineProps({
-  type: { type: String, default: 'resolution' },
-});
-
-const colorClass = computed(() => {
-  const colorMap = {
-    'pre-chat': 'blue',
-    resolution: 'teal',
-  };
-  const color = colorMap[props.type] || colorMap.resolution;
-  return `text-n-${color}-11`;
-});
-
-const iconName = computed(() => {
-  const iconMap = {
-    'pre-chat': 'i-lucide-message-circle',
-    resolution: 'i-lucide-circle-check-big',
-  };
-  return iconMap[props.type] || iconMap.resolution;
-});
-
-const displayLabel = computed(() => {
-  const labelMap = {
-    'pre-chat': 'Pre-chat',
-    resolution: 'Resolution',
-  };
-  return labelMap[props.type] || labelMap.resolution;
-});
-</script>
-
-<template>
-  <div
-    class="flex gap-1 justify-center items-center px-1.5 py-1 rounded-md shadow outline-1 outline outline-n-container bg-n-solid-2"
-  >
-    <Icon :icon="iconName" class="size-4" :class="colorClass" />
-    <span class="text-xs" :class="colorClass">{{ displayLabel }}</span>
-  </div>
-</template>

app/javascript/dashboard/components-next/ConversationWorkflow/AttributeListItem.vue

@@ -1,80 +0,0 @@
-<script setup>
-import Button from 'dashboard/components-next/button/Button.vue';
-import Icon from 'dashboard/components-next/icon/Icon.vue';
-import AttributeBadge from 'dashboard/components-next/ConversationWorkflow/AttributeBadge.vue';
-import { computed } from 'vue';
-
-const props = defineProps({
-  attribute: {
-    type: Object,
-    required: true,
-  },
-  badges: {
-    type: Array,
-    default: () => [],
-  },
-});
-
-const emit = defineEmits(['edit', 'delete']);
-
-const iconByType = {
-  text: 'i-lucide-align-justify',
-  checkbox: 'i-lucide-circle-check-big',
-  list: 'i-lucide-list',
-  date: 'i-lucide-calendar',
-  link: 'i-lucide-link',
-  number: 'i-lucide-hash',
-};
-
-const attributeIcon = computed(() => {
-  const typeKey = props.attribute.type?.toLowerCase();
-  return iconByType[typeKey] || 'i-lucide-align-justify';
-});
-</script>
-
-<template>
-  <div
-    class="flex flex-col gap-2 p-4 bg-white rounded-2xl border border-n-weak dark:bg-n-solid-1"
-  >
-    <div class="flex flex-wrap gap-2 justify-between items-center">
-      <div class="flex flex-wrap gap-2 items-center min-w-0">
-        <h4 class="text-sm font-medium truncate text-n-slate-12">
-          {{ attribute.label }}
-        </h4>
-        <div class="flex gap-2 items-center text-sm text-n-slate-11">
-          <Icon :icon="attributeIcon" class="size-4" />
-          <span class="text-sm text-n-slate-11">{{ attribute.type }}</span>
-          <div class="w-px h-3 bg-n-weak" />
-          <Icon icon="i-lucide-key-round" class="size-4" />
-          <span class="line-clamp-1">{{ attribute.value }}</span>
-        </div>
-      </div>
-      <div class="flex gap-2 items-center">
-        <AttributeBadge
-          v-for="badge in badges"
-          :key="badge.label"
-          :type="badge.type"
-        />
-        <div class="w-px h-3 bg-n-strong" />
-        <Button
-          icon="i-lucide-pencil-line"
-          size="sm"
-          color="slate"
-          ghost
-          @click="emit('edit', attribute)"
-        />
-        <div class="w-px h-3 bg-n-strong" />
-        <Button
-          icon="i-lucide-trash"
-          size="sm"
-          color="slate"
-          ghost
-          @click="emit('delete', attribute)"
-        />
-      </div>
-    </div>
-    <p class="mb-0 text-sm text-n-slate-11">
-      {{ attribute.attribute_description || attribute.description || '' }}
-    </p>
-  </div>
-</template>

app/javascript/dashboard/components-next/ConversationWorkflow/ConversationRequiredAttributeItem.vue

@@ -1,55 +0,0 @@
-<script setup>
-import { computed } from 'vue';
-import Button from 'dashboard/components-next/button/Button.vue';
-import Icon from 'dashboard/components-next/icon/Icon.vue';
-
-const props = defineProps({
-  attribute: {
-    type: Object,
-    required: true,
-  },
-});
-
-const emit = defineEmits(['delete']);
-
-const iconByType = {
-  text: 'i-lucide-align-justify',
-  checkbox: 'i-lucide-circle-check-big',
-  list: 'i-lucide-list',
-  date: 'i-lucide-calendar',
-  link: 'i-lucide-link',
-  number: 'i-lucide-hash',
-};
-
-const attributeIcon = computed(() => {
-  const typeKey = props.attribute.type?.toLowerCase();
-  return iconByType[typeKey] || 'i-lucide-align-justify';
-});
-
-const handleDelete = () => {
-  emit('delete', props.attribute);
-};
-</script>
-
-<template>
-  <div class="flex justify-between items-center px-4 py-3 w-full">
-    <div class="flex gap-3 items-center">
-      <h5 class="text-sm font-medium text-n-slate-12 line-clamp-1">
-        {{ attribute.label }}
-      </h5>
-      <div class="w-px h-2.5 bg-n-slate-5" />
-      <div class="flex gap-1.5 items-center">
-        <Icon :icon="attributeIcon" class="size-4 text-n-slate-11" />
-        <span class="text-sm text-n-slate-11">{{ attribute.type }}</span>
-      </div>
-      <div class="w-px h-2.5 bg-n-slate-5" />
-      <div class="flex gap-1.5 items-center">
-        <Icon icon="i-lucide-key-round" class="size-4 text-n-slate-11" />
-        <span class="text-sm text-n-slate-11">{{ attribute.value }}</span>
-      </div>
-    </div>
-    <div class="flex gap-2 items-center">
-      <Button icon="i-lucide-trash" sm slate ghost @click.stop="handleDelete" />
-    </div>
-  </div>
-</template>

app/javascript/dashboard/components-next/ConversationWorkflow/ConversationRequiredAttributes.vue

@@ -1,145 +0,0 @@
-<script setup>
-import { ref, computed } from 'vue';
-import { useI18n } from 'vue-i18n';
-import { useMapGetter } from 'dashboard/composables/store';
-import { useAccount } from 'dashboard/composables/useAccount';
-import { useAlert } from 'dashboard/composables';
-import Button from 'dashboard/components-next/button/Button.vue';
-import CardLayout from 'dashboard/components-next/CardLayout.vue';
-import DropdownMenu from 'dashboard/components-next/dropdown-menu/DropdownMenu.vue';
-import ConversationRequiredAttributeItem from 'dashboard/components-next/ConversationWorkflow/ConversationRequiredAttributeItem.vue';
-import ConversationRequiredEmpty from 'dashboard/components-next/Conversation/ConversationRequiredEmpty.vue';
-
-defineProps({
-  title: { type: String, default: '' },
-  description: { type: String, default: '' },
-});
-
-const emit = defineEmits(['click']);
-const { t } = useI18n();
-const { currentAccount, updateAccount } = useAccount();
-const showDropdown = ref(false);
-const isSaving = ref(false);
-const conversationAttributes = useMapGetter(
-  'attributes/getConversationAttributes'
-);
-
-const handleClick = () => {
-  emit('click');
-};
-
-const selectedAttributeKeys = computed(
-  () => currentAccount.value?.settings?.conversation_required_attributes || []
-);
-
-const allAttributeOptions = computed(() =>
-  (conversationAttributes.value || []).map(attribute => ({
-    ...attribute,
-    action: 'add',
-    value: attribute.attributeKey,
-    label: attribute.attributeDisplayName,
-    type: attribute.attributeDisplayType,
-  }))
-);
-
-const attributeOptions = computed(() =>
-  allAttributeOptions.value.filter(
-    attribute => !selectedAttributeKeys.value.includes(attribute.value)
-  )
-);
-
-const conversationRequiredAttributes = computed(() =>
-  selectedAttributeKeys.value
-    .map(key =>
-      allAttributeOptions.value.find(attribute => attribute.value === key)
-    )
-    .filter(Boolean)
-);
-
-const handleAddAttributesClick = event => {
-  event.stopPropagation();
-  showDropdown.value = !showDropdown.value;
-};
-
-const saveRequiredAttributes = async keys => {
-  try {
-    isSaving.value = true;
-    await updateAccount(
-      { conversation_required_attributes: keys },
-      { silent: true }
-    );
-    useAlert(t('CONVERSATION_WORKFLOW.REQUIRED_ATTRIBUTES.SAVE.SUCCESS'));
-  } catch (error) {
-    useAlert(t('CONVERSATION_WORKFLOW.REQUIRED_ATTRIBUTES.SAVE.ERROR'));
-  } finally {
-    isSaving.value = false;
-    showDropdown.value = false;
-  }
-};
-
-const handleAttributeAction = ({ value }) => {
-  if (!value || isSaving.value) return;
-  const updatedKeys = Array.from(
-    new Set([...selectedAttributeKeys.value, value])
-  );
-  saveRequiredAttributes(updatedKeys);
-};
-
-const closeDropdown = () => {
-  showDropdown.value = false;
-};
-
-const handleDelete = attribute => {
-  if (isSaving.value) return;
-  const updatedKeys = selectedAttributeKeys.value.filter(
-    key => key !== attribute.value
-  );
-  saveRequiredAttributes(updatedKeys);
-};
-</script>
-
-<template>
-  <CardLayout
-    class="[&>div]:px-0 [&>div]:py-0 [&>div]:gap-0 [&>div]:divide-y [&>div]:divide-n-weak"
-    @click="handleClick"
-  >
-    <div class="flex flex-col gap-2 items-start px-5 py-4">
-      <div class="flex justify-between items-center w-full">
-        <h3 class="text-base font-medium text-n-slate-12">{{ title }}</h3>
-        <div v-on-clickaway="closeDropdown" class="relative">
-          <Button
-            icon="i-lucide-circle-plus"
-            :label="$t('CONVERSATION_WORKFLOW.REQUIRED_ATTRIBUTES.ADD.TITLE')"
-            :is-loading="isSaving"
-            :disabled="isSaving || attributeOptions.length === 0"
-            @click="handleAddAttributesClick"
-          />
-          <DropdownMenu
-            v-if="showDropdown"
-            :menu-items="attributeOptions"
-            show-search
-            :search-placeholder="
-              $t(
-                'CONVERSATION_WORKFLOW.REQUIRED_ATTRIBUTES.ADD.SEARCH_PLACEHOLDER'
-              )
-            "
-            class="top-full mt-1 w-52 ltr:right-0 rtl:left-0"
-            @action="handleAttributeAction"
-          />
-        </div>
-      </div>
-      <p class="mb-0 text-sm text-n-slate-11">{{ description }}</p>
-    </div>
-
-    <ConversationRequiredEmpty
-      v-if="conversationRequiredAttributes.length === 0"
-    />
-
-    <ConversationRequiredAttributeItem
-      v-for="attribute in conversationRequiredAttributes"
-      :key="attribute.value"
-      :attribute="attribute"
-      @delete="handleDelete"
-    />
-  </CardLayout>
-</template>

app/javascript/dashboard/components-next/ConversationWorkflow/ConversationResolveAttributesModal.vue

@@ -1,165 +0,0 @@
-<script setup>
-import { ref, computed } from 'vue';
-import { useI18n } from 'vue-i18n';
-import Dialog from 'dashboard/components-next/dialog/Dialog.vue';
-import TextArea from 'next/textarea/TextArea.vue';
-import ComboBox from 'dashboard/components-next/combobox/ComboBox.vue';
-import Input from 'dashboard/components-next/input/Input.vue';
-import ChoiceToggle from 'dashboard/components-next/input/ChoiceToggle.vue';
-
-const emit = defineEmits(['submit']);
-
-const { t } = useI18n();
-
-const dialogRef = ref(null);
-const visibleAttributes = ref([]);
-const formValues = ref({});
-
-const close = () => {
-  dialogRef.value?.close();
-};
-
-const getPlaceholder = type => {
-  const placeholders = {
-    text: t(
-      'CONVERSATION_WORKFLOW.REQUIRED_ATTRIBUTES.MODAL.PLACEHOLDERS.TEXT'
-    ),
-    number: t(
-      'CONVERSATION_WORKFLOW.REQUIRED_ATTRIBUTES.MODAL.PLACEHOLDERS.NUMBER'
-    ),
-    link: t(
-      'CONVERSATION_WORKFLOW.REQUIRED_ATTRIBUTES.MODAL.PLACEHOLDERS.LINK'
-    ),
-    date: t(
-      'CONVERSATION_WORKFLOW.REQUIRED_ATTRIBUTES.MODAL.PLACEHOLDERS.DATE'
-    ),
-    list: t(
-      'CONVERSATION_WORKFLOW.REQUIRED_ATTRIBUTES.MODAL.PLACEHOLDERS.LIST'
-    ),
-  };
-
-  return placeholders[type] || '';
-};
-
-const isFormComplete = computed(() =>
-  visibleAttributes.value.every(attribute => {
-    const value = formValues.value?.[attribute.value];
-    return value !== undefined && value !== null && String(value).trim() !== '';
-  })
-);
-
-const open = (attributes = [], initialValues = {}) => {
-  visibleAttributes.value = attributes;
-  formValues.value = attributes.reduce((acc, attribute) => {
-    const presetValue = initialValues[attribute.value];
-    acc[attribute.value] =
-      presetValue !== undefined && presetValue !== null ? presetValue : '';
-    return acc;
-  }, {});
-  dialogRef.value?.open();
-};
-
-const handleConfirm = () => {
-  emit('submit', { ...formValues.value });
-};
-
-defineExpose({ open, close });
-</script>
-
-<template>
-  <Dialog
-    ref="dialogRef"
-    width="lg"
-    :title="t('CONVERSATION_WORKFLOW.REQUIRED_ATTRIBUTES.MODAL.TITLE')"
-    :description="
-      t('CONVERSATION_WORKFLOW.REQUIRED_ATTRIBUTES.MODAL.DESCRIPTION')
-    "
-    :confirm-button-label="
-      t('CONVERSATION_WORKFLOW.REQUIRED_ATTRIBUTES.MODAL.ACTIONS.RESOLVE')
-    "
-    :cancel-button-label="
-      t('CONVERSATION_WORKFLOW.REQUIRED_ATTRIBUTES.MODAL.ACTIONS.CANCEL')
-    "
-    :show-confirm-button="isFormComplete"
-    @confirm="handleConfirm"
-  >
-    <div class="flex flex-col gap-4">
-      <div
-        v-for="attribute in visibleAttributes"
-        :key="attribute.value"
-        class="flex flex-col gap-2"
-      >
-        <div class="flex justify-between items-center">
-          <label class="text-sm font-medium text-n-slate-12">
-            {{ attribute.label }}
-          </label>
-        </div>
-
-        <template v-if="attribute.type === 'text'">
-          <TextArea
-            v-model="formValues[attribute.value]"
-            class="w-full"
-            :placeholder="getPlaceholder('text')"
-          />
-        </template>
-
-        <template v-else-if="attribute.type === 'number'">
-          <Input
-            v-model="formValues[attribute.value]"
-            type="number"
-            size="md"
-            :placeholder="getPlaceholder('number')"
-          />
-        </template>
-
-        <template v-else-if="attribute.type === 'link'">
-          <Input
-            v-model="formValues[attribute.value]"
-            type="url"
-            size="md"
-            :placeholder="getPlaceholder('link')"
-          />
-        </template>
-
-        <template v-else-if="attribute.type === 'date'">
-          <Input
-            v-model="formValues[attribute.value]"
-            type="date"
-            size="md"
-            :placeholder="getPlaceholder('date')"
-          />
-        </template>
-
-        <template v-else-if="attribute.type === 'list'">
-          <ComboBox
-            v-model="formValues[attribute.value]"
-            :options="
-              (
-                attribute.attribute_values ||
-                attribute.attributeValues ||
-                []
-              ).map(option => ({
-                value: option,
-                label: option,
-              }))
-            "
-            :placeholder="getPlaceholder('list')"
-            class="w-full"
-          />
-        </template>
-
-        <template v-else-if="attribute.type === 'checkbox'">
-          <ChoiceToggle
-            v-model="formValues[attribute.value]"
-            :yes-label="
-              t('CONVERSATION_WORKFLOW.REQUIRED_ATTRIBUTES.MODAL.CHECKBOX.YES')
-            "
-            :no-label="
-              t('CONVERSATION_WORKFLOW.REQUIRED_ATTRIBUTES.MODAL.CHECKBOX.NO')
-            "
-          />
-        </template>
-      </div>
-    </div>
-  </Dialog>
-</template>

app/javascript/dashboard/components-next/Editor/Editor.vue

@@ -19,12 +19,12 @@ const props = defineProps({
   },
   enableVariables: { type: Boolean, default: false },
   enableCannedResponses: { type: Boolean, default: true },
-  enabledMenuOptions: { type: Array, default: () => [] },
   enableCaptainTools: { type: Boolean, default: false },
   signature: { type: String, default: '' },
   allowSignature: { type: Boolean, default: false },
   sendWithSignature: { type: Boolean, default: false },
   channelType: { type: String, default: '' },
+  medium: { type: String, default: '' },
 });
 
 const emit = defineEmits(['update:modelValue']);
@@ -102,12 +102,12 @@ watch(
         :disabled="disabled"
         :enable-variables="enableVariables"
         :enable-canned-responses="enableCannedResponses"
-        :enabled-menu-options="enabledMenuOptions"
         :enable-captain-tools="enableCaptainTools"
         :signature="signature"
         :allow-signature="allowSignature"
         :send-with-signature="sendWithSignature"
         :channel-type="channelType"
+        :medium="medium"
         @input="handleInput"
         @focus="handleFocus"
         @blur="handleBlur"
@@ -139,19 +139,6 @@ watch(
 .editor-wrapper {
   ::v-deep {
     .ProseMirror-menubar-wrapper {
-      @apply gap-2 !important;
-
-      .ProseMirror-menubar {
-        @apply bg-transparent dark:bg-transparent w-fit left-1 pt-0 h-5 !top-0 !relative !important;
-
-        .ProseMirror-menuitem {
-          @apply h-5 !important;
-        }
-
-        .ProseMirror-icon {
-          @apply p-1 w-3 h-3 text-n-slate-12 dark:text-n-slate-12 !important;
-        }
-      }
       .ProseMirror.ProseMirror-woot-style {
         p {
           @apply first:mt-0 !important;

app/javascript/dashboard/components-next/HelpCenter/Pages/ArticleEditorPage/ArticleEditor.vue

@@ -172,7 +172,7 @@ const previewArticle = () => {
         @apply mr-0;
 
         .ProseMirror-icon {
-          @apply p-0 mt-1 !mr-0;
+          @apply p-0 mt-0 !mr-0;
 
           svg {
             width: 20px !important;

app/javascript/dashboard/components-next/NewConversation/components/ActionButtons.vue

@@ -7,7 +7,7 @@ import { vOnClickOutside } from '@vueuse/components';
 import { ALLOWED_FILE_TYPES } from 'shared/constants/messages';
 import { useKeyboardEvents } from 'dashboard/composables/useKeyboardEvents';
 import FileUpload from 'vue-upload-component';
-import { extractTextFromMarkdown } from 'dashboard/helper/editorHelper';
+import { INBOX_TYPES } from 'dashboard/helper/inbox';
 
 import Button from 'dashboard/components-next/button/Button.vue';
 import WhatsAppOptions from './WhatsAppOptions.vue';
@@ -50,12 +50,6 @@ const EmojiInput = defineAsyncComponent(
   () => import('shared/components/emoji/EmojiInput.vue')
 );
 
-const signatureToApply = computed(() =>
-  props.isEmailOrWebWidgetInbox
-    ? props.messageSignature
-    : extractTextFromMarkdown(props.messageSignature)
-);
-
 const {
   fetchSignatureFlagFromUISettings,
   setSignatureFlagForInbox,
@@ -80,12 +74,20 @@ const isRegularMessageMode = computed(() => {
   return !props.isWhatsappInbox && !props.isTwilioWhatsAppInbox;
 });
 
+const isVoiceInbox = computed(() => props.channelType === INBOX_TYPES.VOICE);
+
+const shouldShowSignatureButton = computed(() => {
+  return (
+    props.hasSelectedInbox && isRegularMessageMode.value && !isVoiceInbox.value
+  );
+});
+
 const setSignature = () => {
-  if (signatureToApply.value) {
+  if (props.messageSignature) {
     if (sendWithSignature.value) {
-      emit('addSignature', signatureToApply.value);
+      emit('addSignature', props.messageSignature);
     } else {
-      emit('removeSignature', signatureToApply.value);
+      emit('removeSignature', props.messageSignature);
     }
   }
 };
@@ -101,7 +103,7 @@ watch(
   () => props.hasSelectedInbox,
   newValue => {
     nextTick(() => {
-      if (newValue && props.isEmailOrWebWidgetInbox) setSignature();
+      if (newValue && !isVoiceInbox.value) setSignature();
     });
   },
   { immediate: true }
@@ -220,7 +222,7 @@ useKeyboardEvents(keyboardEvents);
         />
       </FileUpload>
       <Button
-        v-if="hasSelectedInbox && isRegularMessageMode"
+        v-if="shouldShowSignatureButton"
         icon="i-lucide-signature"
         color="slate"
         size="sm"

app/javascript/dashboard/components-next/NewConversation/components/AttachmentPreviews.vue

@@ -39,7 +39,7 @@ const removeAttachment = id => {
 </script>
 
 <template>
-  <div class="flex flex-col gap-4 p-4">
+  <div class="flex flex-col gap-4 p-4 max-h-48 overflow-y-auto">
     <div
       v-if="filteredImageAttachments.length > 0"
       class="flex flex-wrap gap-3"

app/javascript/dashboard/components-next/NewConversation/components/ComposeNewConversationForm.vue

@@ -6,7 +6,7 @@ import { INBOX_TYPES } from 'dashboard/helper/inbox';
 import {
   appendSignature,
   removeSignature,
-  extractTextFromMarkdown,
+  getEffectiveChannelType,
 } from 'dashboard/helper/editorHelper';
 import {
   buildContactableInboxesList,
@@ -87,6 +87,12 @@ const whatsappMessageTemplates = computed(() =>
 
 const inboxChannelType = computed(() => props.targetInbox?.channelType || '');
 
+const inboxMedium = computed(() => props.targetInbox?.medium || '');
+
+const effectiveChannelType = computed(() =>
+  getEffectiveChannelType(inboxChannelType.value, inboxMedium.value)
+);
+
 const validationRules = computed(() => ({
   selectedContact: { required },
   targetInbox: { required },
@@ -194,6 +200,7 @@ const setSelectedContact = async ({ value, action, ...rest }) => {
 
 const handleInboxAction = ({ value, action, ...rest }) => {
   v$.value.$reset();
+  state.message = '';
   emit('updateTargetInbox', { ...rest });
   showInboxesDropdown.value = false;
   state.attachedFiles = [];
@@ -202,25 +209,28 @@ const handleInboxAction = ({ value, action, ...rest }) => {
 const removeSignatureFromMessage = () => {
   // Always remove the signature from message content when inbox/contact is removed
   // to ensure no leftover signature content remains
-  const signatureToRemove = inboxTypes.value.isEmailOrWebWidget
-    ? props.messageSignature
-    : extractTextFromMarkdown(props.messageSignature);
-  if (signatureToRemove) {
-    state.message = removeSignature(state.message, signatureToRemove);
+  if (props.messageSignature) {
+    state.message = removeSignature(
+      state.message,
+      props.messageSignature,
+      effectiveChannelType.value
+    );
   }
 };
 
 const removeTargetInbox = value => {
   v$.value.$reset();
   removeSignatureFromMessage();
+  state.message = '';
   emit('updateTargetInbox', value);
   state.attachedFiles = [];
 };
 
 const clearSelectedContact = () => {
-  emit('clearSelectedContact');
-  state.attachedFiles = [];
   removeSignatureFromMessage();
+  emit('clearSelectedContact');
+  state.message = '';
+  state.attachedFiles = [];
 };
 
 const onClickInsertEmoji = emoji => {
@@ -228,11 +238,19 @@ const onClickInsertEmoji = emoji => {
 };
 
 const handleAddSignature = signature => {
-  state.message = appendSignature(state.message, signature);
+  state.message = appendSignature(
+    state.message,
+    signature,
+    effectiveChannelType.value
+  );
 };
 
 const handleRemoveSignature = signature => {
-  state.message = removeSignature(state.message, signature);
+  state.message = removeSignature(
+    state.message,
+    signature,
+    effectiveChannelType.value
+  );
 };
 
 const handleAttachFile = files => {
@@ -356,10 +374,10 @@ const shouldShowMessageEditor = computed(() => {
       v-model="state.message"
       :message-signature="messageSignature"
       :send-with-signature="sendWithSignature"
-      :is-email-or-web-widget-inbox="inboxTypes.isEmailOrWebWidget"
       :has-errors="validationStates.isMessageInvalid"
       :has-attachments="state.attachedFiles.length > 0"
       :channel-type="inboxChannelType"
+      :medium="targetInbox?.medium || ''"
     />
 
     <AttachmentPreviews

app/javascript/dashboard/components-next/NewConversation/components/MessageEditor.vue

@@ -1,127 +1,49 @@
 <script setup>
-import { ref, watch, computed, nextTick } from 'vue';
+import { computed } from 'vue';
 import { useI18n } from 'vue-i18n';
-import {
-  appendSignature,
-  extractTextFromMarkdown,
-  removeSignature,
-} from 'dashboard/helper/editorHelper';
 
 import Editor from 'dashboard/components-next/Editor/Editor.vue';
-import TextArea from 'dashboard/components-next/textarea/TextArea.vue';
-import CannedResponse from 'dashboard/components/widgets/conversation/CannedResponse.vue';
 
 const props = defineProps({
-  isEmailOrWebWidgetInbox: { type: Boolean, required: true },
   hasErrors: { type: Boolean, default: false },
   hasAttachments: { type: Boolean, default: false },
   sendWithSignature: { type: Boolean, default: false },
   messageSignature: { type: String, default: '' },
   channelType: { type: String, default: '' },
+  medium: { type: String, default: '' },
 });
 
+const editorKey = computed(() => `editor-${props.channelType}-${props.medium}`);
+
 const { t } = useI18n();
 
 const modelValue = defineModel({
   type: String,
   default: '',
 });
-
-const state = ref({
-  hasSlashCommand: false,
-  showMentions: false,
-  mentionSearchKey: '',
-});
-
-const plainTextSignature = computed(() =>
-  extractTextFromMarkdown(props.messageSignature)
-);
-
-watch(
-  modelValue,
-  newValue => {
-    if (props.isEmailOrWebWidgetInbox) return;
-
-    const bodyWithoutSignature = newValue
-      ? removeSignature(newValue, plainTextSignature.value)
-      : '';
-
-    // Check if message starts with slash
-    const startsWithSlash = bodyWithoutSignature.startsWith('/');
-
-    // Update slash command and mentions state
-    state.value = {
-      ...state.value,
-      hasSlashCommand: startsWithSlash,
-      showMentions: startsWithSlash,
-      mentionSearchKey: startsWithSlash ? bodyWithoutSignature.slice(1) : '',
-    };
-  },
-  { immediate: true }
-);
-
-const hideMention = () => {
-  state.value.showMentions = false;
-};
-
-const replaceText = async message => {
-  // Only append signature on replace if sendWithSignature is true
-  const finalMessage = props.sendWithSignature
-    ? appendSignature(message, plainTextSignature.value)
-    : message;
-
-  await nextTick();
-  modelValue.value = finalMessage;
-};
 </script>
 
 <template>
   <div class="flex-1 h-full" :class="[!hasAttachments && 'min-h-[200px]']">
-    <template v-if="isEmailOrWebWidgetInbox">
-      <Editor
-        v-model="modelValue"
-        :placeholder="
-          t('COMPOSE_NEW_CONVERSATION.FORM.MESSAGE_EDITOR.PLACEHOLDER')
-        "
-        class="[&>div]:!border-transparent [&>div]:px-4 [&>div]:py-4 [&>div]:!bg-transparent h-full [&_.ProseMirror-woot-style]:!max-h-[200px]"
-        :class="
-          hasErrors
-            ? '[&_.empty-node]:before:!text-n-ruby-9 [&_.empty-node]:dark:before:!text-n-ruby-9'
-            : ''
-        "
-        enable-variables
-        :show-character-count="false"
-        :signature="messageSignature"
-        allow-signature
-        :send-with-signature="sendWithSignature"
-        :channel-type="channelType"
-      />
-    </template>
-    <template v-else>
-      <TextArea
-        v-model="modelValue"
-        :placeholder="
-          t('COMPOSE_NEW_CONVERSATION.FORM.MESSAGE_EDITOR.PLACEHOLDER')
-        "
-        class="!px-0 [&>div]:!px-4 [&>div]:!border-transparent [&>div]:!bg-transparent"
-        :custom-text-area-class="
-          hasErrors
-            ? 'placeholder:!text-n-ruby-9 dark:placeholder:!text-n-ruby-9'
-            : ''
-        "
-        auto-height
-        allow-signature
-        :signature="messageSignature"
-        :send-with-signature="sendWithSignature"
-      >
-        <CannedResponse
-          v-if="state.showMentions && state.hasSlashCommand"
-          v-on-clickaway="hideMention"
-          class="normal-editor__canned-box"
-          :search-key="state.mentionSearchKey"
-          @replace="replaceText"
-        />
-      </TextArea>
-    </template>
+    <Editor
+      :key="editorKey"
+      v-model="modelValue"
+      :placeholder="
+        t('COMPOSE_NEW_CONVERSATION.FORM.MESSAGE_EDITOR.PLACEHOLDER')
+      "
+      class="[&>div]:!border-transparent [&>div]:px-4 [&>div]:py-4 [&>div]:!bg-transparent h-full [&_.ProseMirror-woot-style]:!max-h-[200px]"
+      :class="
+        hasErrors
+          ? '[&_.empty-node]:before:!text-n-ruby-9 [&_.empty-node]:dark:before:!text-n-ruby-9'
+          : ''
+      "
+      enable-variables
+      :show-character-count="false"
+      :signature="messageSignature"
+      allow-signature
+      :send-with-signature="sendWithSignature"
+      :channel-type="channelType"
+      :medium="medium"
+    />
   </div>
 </template>

app/javascript/dashboard/components-next/input/ChoiceToggle.vue

@@ -1,52 +0,0 @@
-<script setup>
-import { computed } from 'vue';
-
-const props = defineProps({
-  modelValue: {
-    type: [String, Number],
-    default: '',
-  },
-  yesLabel: {
-    type: String,
-    default: 'Yes',
-  },
-  noLabel: {
-    type: String,
-    default: 'No',
-  },
-});
-
-const emit = defineEmits(['update:modelValue']);
-
-const options = computed(() => [
-  { label: props.yesLabel, value: 'yes' },
-  { label: props.noLabel, value: 'no' },
-]);
-
-const handleSelect = value => {
-  emit('update:modelValue', value);
-};
-</script>
-
-<template>
-  <div
-    class="flex gap-4 items-center px-4 py-2.5 w-full bg-white rounded-lg divide-x transition-colors outline outline-1 outline-n-weak dark:bg-n-solid-1 hover:outline-n-slate-6 focus-within:outline-n-brand divide-n-weak"
-  >
-    <div
-      v-for="option in options"
-      :key="option.value"
-      class="flex flex-1 gap-2 justify-center items-center"
-    >
-      <label class="inline-flex gap-2 items-center text-base cursor-pointer">
-        <input
-          type="radio"
-          :value="option.value"
-          :checked="modelValue === option.value"
-          class="size-4 accent-n-blue-9 text-n-blue-9"
-          @change="handleSelect(option.value)"
-        />
-        <span class="text-sm text-n-slate-12">{{ option.label }}</span>
-      </label>
-    </div>
-  </div>
-</template>

app/javascript/dashboard/components-next/message/Message.vue

@@ -299,7 +299,12 @@ const componentToRender = computed(() => {
     return DyteBubble;
   }
 
-  if (props.contentAttributes.imageType === 'story_mention') {
+  const instagramSharedTypes = [
+    ATTACHMENT_TYPES.STORY_MENTION,
+    ATTACHMENT_TYPES.IG_STORY,
+    ATTACHMENT_TYPES.IG_POST,
+  ];
+  if (instagramSharedTypes.includes(props.contentAttributes.imageType)) {
     return InstagramStoryBubble;
   }
 
@@ -476,7 +481,7 @@ provideMessageContext({
   <div
     v-if="shouldRenderMessage"
     :id="`message${props.id}`"
-    class="flex w-full message-bubble-container mb-2"
+    class="flex mb-2 w-full message-bubble-container"
     :data-message-id="props.id"
     :class="[
       flexOrientationClass,

app/javascript/dashboard/components-next/message/constants.js

@@ -49,6 +49,8 @@ export const ATTACHMENT_TYPES = {
   STORY_MENTION: 'story_mention',
   CONTACT: 'contact',
   IG_REEL: 'ig_reel',
+  IG_POST: 'ig_post',
+  IG_STORY: 'ig_story',
 };
 
 export const CONTENT_TYPES = {

app/javascript/dashboard/components-next/sidebar/Sidebar.vue

@@ -520,7 +520,7 @@ const menuItems = computed(() => {
         {
           name: 'Settings Automation',
           label: t('SIDEBAR.AUTOMATION'),
-          icon: 'i-lucide-repeat',
+          icon: 'i-lucide-workflow',
           to: accountScopedRoute('automation_list'),
         },
         {
@@ -565,12 +565,6 @@ const menuItems = computed(() => {
           icon: 'i-lucide-clock-alert',
           to: accountScopedRoute('sla_list'),
         },
-        {
-          name: ' Conversation Workflow',
-          label: t('SIDEBAR.CONVERSATION_WORKFLOW'),
-          icon: 'i-lucide-workflow',
-          to: accountScopedRoute('conversation_workflow_index'),
-        },
         {
           name: 'Settings Security',
           label: t('SIDEBAR.SECURITY'),
@@ -652,7 +646,7 @@ const menuItems = computed(() => {
       </ul>
     </nav>
     <section
-      class="flex relative flex-col flex-shrink-0 gap-1 justify-between items-center"
+      class="flex flex-col flex-shrink-0 relative gap-1 justify-between items-center"
     >
       <div
         class="pointer-events-none absolute inset-x-0 -top-[31px] h-8 bg-gradient-to-t from-n-solid-2 to-transparent"

app/javascript/dashboard/components-next/tabbar/TabBar.vue

@@ -20,7 +20,7 @@ const props = defineProps({
   },
 });
 
-const emit = defineEmits(['change', 'tabChanged']);
+const emit = defineEmits(['tabChanged']);
 
 const activeTab = computed(() => props.initialActiveTab);
 
@@ -51,7 +51,6 @@ onMounted(() => {
 });
 
 const selectTab = index => {
-  emit('change', index);
   emit('tabChanged', props.tabs[index]);
 };
 

app/javascript/dashboard/components/buttons/ResolveAction.vue

@@ -3,14 +3,9 @@ import { ref, computed } from 'vue';
 import { useAlert } from 'dashboard/composables';
 import { useToggle } from '@vueuse/core';
 import { useI18n } from 'vue-i18n';
-import {
-  useStore,
-  useStoreGetters,
-  useMapGetter,
-} from 'dashboard/composables/store';
+import { useStore, useStoreGetters } from 'dashboard/composables/store';
 import { useEmitter } from 'dashboard/composables/emitter';
 import { useKeyboardEvents } from 'dashboard/composables/useKeyboardEvents';
-import { useAccount } from 'dashboard/composables/useAccount';
 
 import WootDropdownItem from 'shared/components/ui/dropdown/DropdownItem.vue';
 import WootDropdownMenu from 'shared/components/ui/dropdown/DropdownMenu.vue';
@@ -22,19 +17,13 @@ import {
 
 import ButtonGroup from 'dashboard/components-next/buttonGroup/ButtonGroup.vue';
 import Button from 'dashboard/components-next/button/Button.vue';
-import ConversationResolveAttributesModal from 'dashboard/components-next/ConversationWorkflow/ConversationResolveAttributesModal.vue';
 
 const store = useStore();
 const getters = useStoreGetters();
 const { t } = useI18n();
-const { currentAccount } = useAccount();
-const conversationAttributes = useMapGetter(
-  'attributes/getConversationAttributes'
-);
 
 const arrowDownButtonRef = ref(null);
 const isLoading = ref(false);
-const resolveAttributesModalRef = ref(null);
 
 const [showActionsDropdown, toggleDropdown] = useToggle();
 const closeDropdown = () => toggleDropdown(false);
@@ -63,103 +52,31 @@ const showOpenButton = computed(() => {
   return isPending.value || isSnoozed.value;
 });
 
+const getConversationParams = () => {
+  const allConversations = document.querySelectorAll(
+    '.conversations-list .conversation'
+  );
+
+  const activeConversation = document.querySelector(
+    'div.conversations-list div.conversation.active'
+  );
+  const activeConversationIndex = [...allConversations].indexOf(
+    activeConversation
+  );
+  const lastConversationIndex = allConversations.length - 1;
+
+  return {
+    all: allConversations,
+    activeIndex: activeConversationIndex,
+    lastIndex: lastConversationIndex,
+  };
+};
+
 const openSnoozeModal = () => {
   const ninja = document.querySelector('ninja-keys');
   ninja.open({ parent: 'snooze_conversation' });
 };
 
-const requiredAttributeKeys = computed(
-  () => currentAccount.value?.settings?.conversation_required_attributes || []
-);
-
-const requiredAttributes = computed(() =>
-  requiredAttributeKeys.value.map(key => {
-    const definition = conversationAttributes.value?.find(
-      attribute => attribute.attributeKey === key
-    );
-    if (!definition) {
-      return {
-        value: key,
-        label: key,
-        type: 'text',
-        attribute_values: [],
-      };
-    }
-
-    return {
-      ...definition,
-      value: definition.attributeKey,
-      label: definition.attributeDisplayName,
-      type: definition.attributeDisplayType,
-    };
-  })
-);
-
-const getMissingRequiredAttributes = () => {
-  if (!currentChat.value?.id) return [];
-  const existingValues = currentChat.value.custom_attributes || {};
-  return requiredAttributes.value.filter(attribute => {
-    const value = existingValues?.[attribute.value];
-    return value === undefined || value === null || String(value) === '';
-  });
-};
-
-const toggleStatusInternal = async (status, snoozedUntil = null) => {
-  closeDropdown();
-  isLoading.value = true;
-  try {
-    await store.dispatch('toggleStatus', {
-      conversationId: currentChat.value.id,
-      status,
-      snoozedUntil,
-    });
-    useAlert(t('CONVERSATION.CHANGE_STATUS'));
-  } finally {
-    isLoading.value = false;
-  }
-};
-
-const resolveWithAttributes = async customAttributes => {
-  if (!currentChat.value?.id) return;
-  try {
-    isLoading.value = true;
-    if (requiredAttributeKeys.value.length) {
-      await store.dispatch('updateCustomAttributes', {
-        conversationId: currentChat.value.id,
-        customAttributes,
-      });
-    }
-    await toggleStatusInternal(wootConstants.STATUS_TYPE.RESOLVED);
-  } catch (error) {
-    useAlert(t('CONVERSATION_WORKFLOW.REQUIRED_ATTRIBUTES.SAVE.ERROR'));
-  } finally {
-    isLoading.value = false;
-  }
-};
-
-const openResolveModal = () => {
-  closeDropdown();
-  if (!currentChat.value?.id) return;
-  const missing = getMissingRequiredAttributes();
-  if (!missing.length) {
-    resolveWithAttributes(currentChat.value.custom_attributes || {});
-    return;
-  }
-  resolveAttributesModalRef.value?.open(
-    missing,
-    currentChat.value.custom_attributes || {}
-  );
-};
-
-const handleModalSubmit = async values => {
-  if (!currentChat.value?.id) return;
-  resolveAttributesModalRef.value?.close();
-  await resolveWithAttributes({
-    ...(currentChat.value.custom_attributes || {}),
-    ...values,
-  });
-};
-
 const toggleStatus = (status, snoozedUntil) => {
   closeDropdown();
   isLoading.value = true;
@@ -180,7 +97,7 @@ const onCmdOpenConversation = () => {
 };
 
 const onCmdResolveConversation = () => {
-  openResolveModal();
+  toggleStatus(wootConstants.STATUS_TYPE.RESOLVED);
 };
 
 const keyboardEvents = {
@@ -189,11 +106,21 @@ const keyboardEvents = {
     allowOnFocusedInput: true,
   },
   'Alt+KeyE': {
-    action: () => openResolveModal(),
+    action: async () => {
+      await toggleStatus(wootConstants.STATUS_TYPE.RESOLVED);
+    },
   },
   '$mod+Alt+KeyE': {
-    action: event => {
-      openResolveModal();
+    action: async event => {
+      const { all, activeIndex, lastIndex } = getConversationParams();
+      await toggleStatus(wootConstants.STATUS_TYPE.RESOLVED);
+
+      if (activeIndex < lastIndex) {
+        all[activeIndex + 1].click();
+      } else if (all.length > 1) {
+        all[0].click();
+        document.querySelector('.conversations-list').scrollTop = 0;
+      }
       event.preventDefault();
     },
   },
@@ -206,13 +133,9 @@ useEmitter(CMD_RESOLVE_CONVERSATION, onCmdResolveConversation);
 </script>
 
 <template>
-  <div class="flex relative justify-end items-center resolve-actions">
-    <ConversationResolveAttributesModal
-      ref="resolveAttributesModalRef"
-      @submit="handleModalSubmit"
-    />
+  <div class="relative flex items-center justify-end resolve-actions">
     <ButtonGroup
-      class="flex-shrink-0 rounded-lg shadow outline-1 outline"
+      class="rounded-lg shadow outline-1 outline flex-shrink-0"
       :class="!showOpenButton ? 'outline-n-container' : 'outline-transparent'"
     >
       <Button

app/javascript/dashboard/components/widgets/WootWriter/Editor.vue

@@ -26,13 +26,11 @@ import { useAlert } from 'dashboard/composables';
 
 import { BUS_EVENTS } from 'shared/constants/busEvents';
 import { CONVERSATION_EVENTS } from 'dashboard/helper/AnalyticsHelper/events';
-import {
-  MESSAGE_EDITOR_MENU_OPTIONS,
-  MESSAGE_EDITOR_IMAGE_RESIZES,
-} from 'dashboard/constants/editor';
+import { MESSAGE_EDITOR_IMAGE_RESIZES } from 'dashboard/constants/editor';
 
 import {
   messageSchema,
+  buildMessageSchema,
   buildEditor,
   EditorView,
   MessageMarkdownTransformer,
@@ -53,6 +51,10 @@ import {
   removeSignature as removeSignatureHelper,
   scrollCursorIntoView,
   setURLWithQueryAndSize,
+  getFormattingForEditor,
+  getSelectionCoords,
+  calculateMenuPosition,
+  getEffectiveChannelType,
 } from 'dashboard/helper/editorHelper';
 import {
   hasPressedEnterAndNotCmdOrShift,
@@ -75,12 +77,12 @@ const props = defineProps({
   enableCannedResponses: { type: Boolean, default: true },
   enableCaptainTools: { type: Boolean, default: false },
   variables: { type: Object, default: () => ({}) },
-  enabledMenuOptions: { type: Array, default: () => [] },
   signature: { type: String, default: '' },
   // allowSignature is a kill switch, ensuring no signature methods
   // are triggered except when this flag is true
   allowSignature: { type: Boolean, default: false },
   channelType: { type: String, default: '' },
+  medium: { type: String, default: '' },
   showImageResizeToolbar: { type: Boolean, default: false }, // A kill switch to show or hide the image toolbar
   focusOnMount: { type: Boolean, default: true },
 });
@@ -103,22 +105,40 @@ const { t } = useI18n();
 
 const TYPING_INDICATOR_IDLE_TIME = 4000;
 const MAXIMUM_FILE_UPLOAD_SIZE = 4; // in MB
+const DEFAULT_FORMATTING = 'Context::Default';
 
-const createState = (
-  content,
-  placeholder,
-  plugins = [],
-  methods = {},
-  enabledMenuOptions = []
-) => {
+const effectiveChannelType = computed(() =>
+  getEffectiveChannelType(props.channelType, props.medium)
+);
+
+const editorSchema = computed(() => {
+  if (!props.channelType) return messageSchema;
+
+  const formatType = props.isPrivate
+    ? DEFAULT_FORMATTING
+    : effectiveChannelType.value;
+  const formatting = getFormattingForEditor(formatType);
+  return buildMessageSchema(formatting.marks, formatting.nodes);
+});
+
+const editorMenuOptions = computed(() => {
+  const formatType = props.isPrivate
+    ? DEFAULT_FORMATTING
+    : effectiveChannelType.value || DEFAULT_FORMATTING;
+  const formatting = getFormattingForEditor(formatType);
+  return formatting.menu;
+});
+
+const createState = (content, placeholder, plugins = [], methods = {}) => {
+  const schema = editorSchema.value;
   return EditorState.create({
-    doc: new MessageMarkdownTransformer(messageSchema).parse(content),
+    doc: new MessageMarkdownTransformer(schema).parse(content),
     plugins: buildEditor({
-      schema: messageSchema,
+      schema,
       placeholder,
       methods,
       plugins,
-      enabledMenuOptions,
+      enabledMenuOptions: editorMenuOptions.value,
     }),
   });
 };
@@ -153,6 +173,8 @@ const range = ref(null);
 const isImageNodeSelected = ref(false);
 const toolbarPosition = ref({ top: 0, left: 0 });
 const selectedImageNode = ref(null);
+const isTextSelected = ref(false); // Tracks text selection and prevents unnecessary re-renders on mouse selection
+const showSelectionMenu = ref(false);
 const sizes = MESSAGE_EDITOR_IMAGE_RESIZES;
 
 // element ref
@@ -174,12 +196,6 @@ const shouldShowCannedResponses = computed(() => {
   );
 });
 
-const editorMenuOptions = computed(() => {
-  return props.enabledMenuOptions.length
-    ? props.enabledMenuOptions
-    : MESSAGE_EDITOR_MENU_OPTIONS;
-});
-
 function createSuggestionPlugin({
   trigger,
   minChars = 0,
@@ -293,8 +309,13 @@ function isBodyEmpty(content) {
 
   // if the signature is present, we need to remove it before checking
   // note that we don't update the editorView, so this is safe
+  // Use effective channel type to match how signature was appended
   const bodyWithoutSignature = props.signature
-    ? removeSignatureHelper(content, props.signature)
+    ? removeSignatureHelper(
+        content,
+        props.signature,
+        effectiveChannelType.value
+      )
     : content;
 
   // trimming should remove all the whitespaces, so we can check the length
@@ -362,7 +383,11 @@ function addSignature() {
   // see if the content is empty, if it is before appending the signature
   // we need to add a paragraph node and move the cursor at the start of the editor
   const contentWasEmpty = isBodyEmpty(content);
-  content = appendSignature(content, props.signature);
+  content = appendSignature(
+    content,
+    props.signature,
+    effectiveChannelType.value
+  );
   // need to reload first, ensuring that the editorView is updated
   reloadState(content);
 
@@ -374,7 +399,11 @@ function addSignature() {
 function removeSignature() {
   if (!props.signature) return;
   let content = props.modelValue;
-  content = removeSignatureHelper(content, props.signature);
+  content = removeSignatureHelper(
+    content,
+    props.signature,
+    effectiveChannelType.value
+  );
   // reload the state, ensuring that the editorView is updated
   reloadState(content);
 }
@@ -400,6 +429,38 @@ function setToolbarPosition() {
   };
 }
 
+function setMenubarPosition({ selection } = {}) {
+  const wrapper = editorRoot.value;
+  if (!selection || !wrapper) return;
+
+  const rect = wrapper.getBoundingClientRect();
+  const isRtl = getComputedStyle(wrapper).direction === 'rtl';
+
+  // Calculate coords and final position
+  const coords = getSelectionCoords(editorView, selection, rect);
+  const { left, top, width } = calculateMenuPosition(coords, rect, isRtl);
+
+  wrapper.style.setProperty('--selection-left', `${left}px`);
+  wrapper.style.setProperty(
+    '--selection-right',
+    `${rect.width - left - width}px`
+  );
+  wrapper.style.setProperty('--selection-top', `${top}px`);
+}
+
+function checkSelection(editorState) {
+  showSelectionMenu.value = false;
+  const hasSelection = editorState.selection.from !== editorState.selection.to;
+  if (hasSelection === isTextSelected.value) return;
+
+  isTextSelected.value = hasSelection;
+  const wrapper = editorRoot.value;
+  if (!wrapper) return;
+
+  wrapper.classList.toggle('has-selection', hasSelection);
+  if (hasSelection) setMenubarPosition(editorState);
+}
+
 function setURLWithQueryAndImageSize(size) {
   if (!props.showImageResizeToolbar) {
     return;
@@ -529,7 +590,9 @@ async function insertNodeIntoEditor(node, from = 0, to = 0) {
 
 function insertContentIntoEditor(content, defaultFrom = 0) {
   const from = defaultFrom || editorView.state.selection.from || 0;
-  let node = new MessageMarkdownTransformer(messageSchema).parse(content);
+  // Use the editor's current schema to ensure compatibility with buildMessageSchema
+  const currentSchema = editorView.state.schema;
+  let node = new MessageMarkdownTransformer(currentSchema).parse(content);
 
   insertNodeIntoEditor(node, from, undefined);
 }
@@ -596,6 +659,7 @@ function createEditorView() {
       if (tx.docChanged) {
         emitOnChange();
       }
+      checkSelection(state);
     },
     handleDOMEvents: {
       keyup: () => {
@@ -761,15 +825,33 @@ useEmitter(BUS_EVENTS.INSERT_INTO_RICH_EDITOR, insertContentIntoEditor);
 @import '@chatwoot/prosemirror-schema/src/styles/base.scss';
 
 .ProseMirror-menubar-wrapper {
-  @apply flex flex-col;
+  @apply flex flex-col gap-3;
 
   .ProseMirror-menubar {
     min-height: 1.25rem !important;
-    @apply -ml-2.5 pb-0 bg-transparent text-n-slate-11;
+    @apply items-center gap-4 flex pb-0 bg-transparent text-n-slate-11 relative ltr:-left-[3px] rtl:-right-[3px];
 
     .ProseMirror-menu-active {
-      @apply bg-n-slate-5 dark:bg-n-solid-3;
+      @apply bg-n-slate-5 dark:bg-n-solid-3 !important;
     }
+
+    .ProseMirror-menuitem {
+      @apply mr-0 size-4 flex items-center justify-center;
+
+      .ProseMirror-icon {
+        @apply size-4 flex items-center justify-center flex-shrink-0;
+
+        svg {
+          @apply size-full;
+        }
+      }
+    }
+  }
+
+  .ProseMirror-menubar:not(:has(*)) {
+    max-height: none !important;
+    min-height: 0 !important;
+    padding: 0 !important;
   }
 
   > .ProseMirror {
@@ -860,4 +942,53 @@ useEmitter(BUS_EVENTS.INSERT_INTO_RICH_EDITOR, insertContentIntoEditor);
 .editor-warning__message {
   @apply text-n-ruby-9 dark:text-n-ruby-9 font-normal text-sm pt-1 pb-0 px-0;
 }
+
+// Float editor menu
+.popover-prosemirror-menu {
+  position: relative;
+
+  .ProseMirror p:last-child {
+    margin-bottom: 10px !important;
+  }
+
+  .ProseMirror-menubar {
+    display: none; // Hide by default
+  }
+
+  &.has-selection {
+    // Hide menu completely when it has no items
+    .ProseMirror-menubar:not(:has(*)) {
+      display: none !important;
+    }
+
+    .ProseMirror-menubar {
+      @apply rounded-lg !px-3 !py-1.5 z-50 bg-n-background items-center gap-4 ml-0 mb-0 shadow-md outline outline-1 outline-n-weak;
+      display: flex;
+      width: fit-content !important;
+      position: absolute !important;
+
+      // Default/LTR: position from left
+      top: var(--selection-top);
+      left: var(--selection-left);
+
+      // RTL: position from right instead
+      [dir='rtl'] & {
+        left: auto;
+        right: var(--selection-right);
+      }
+
+      .ProseMirror-menuitem {
+        @apply mr-0 size-4 flex items-center;
+
+        .ProseMirror-icon {
+          @apply p-0.5 flex-shrink-0;
+        }
+      }
+
+      .ProseMirror-menu-active {
+        @apply bg-n-slate-3;
+      }
+    }
+  }
+}
 </style>

app/javascript/dashboard/components/widgets/WootWriter/ReplyBottomPanel.vue

@@ -78,10 +78,6 @@ export default {
       type: Boolean,
       default: false,
     },
-    showEditorToggle: {
-      type: Boolean,
-      default: false,
-    },
     isOnPrivateNote: {
       type: Boolean,
       default: false,
@@ -130,7 +126,6 @@ export default {
   emits: [
     'replaceText',
     'toggleInsertArticle',
-    'toggleEditor',
     'selectWhatsappTemplate',
     'selectContentTemplate',
     'toggleQuotedReply',
@@ -325,18 +320,8 @@ export default {
         sm
         @click="toggleAudioRecorder"
       />
-      <NextButton
-        v-if="showEditorToggle"
-        v-tooltip.top-end="$t('CONVERSATION.REPLYBOX.TIP_FORMAT_ICON')"
-        icon="i-ph-quotes"
-        slate
-        faded
-        sm
-        @click="$emit('toggleEditor')"
-      />
       <NextButton
         v-if="showAudioPlayStopButton"
-        v-tooltip.top-end="$t('CONVERSATION.REPLYBOX.TIP_FORMAT_ICON')"
         :icon="audioRecorderPlayStopIcon"
         slate
         faded

app/javascript/dashboard/components/widgets/conversation/ReplyBox.vue

@@ -45,7 +45,7 @@ import fileUploadMixin from 'dashboard/mixins/fileUploadMixin';
 import {
   appendSignature,
   removeSignature,
-  replaceSignature,
+  getEffectiveChannelType,
   extractTextFromMarkdown,
 } from 'dashboard/helper/editorHelper';
 
@@ -61,7 +61,6 @@ export default {
     ArticleSearchPopover,
     AttachmentPreview,
     AudioRecorder,
-    CannedResponse,
     ReplyBoxBanner,
     EmojiInput,
     MessageSignatureMissingAlert,
@@ -69,11 +68,12 @@ export default {
     ReplyEmailHead,
     ReplyToMessage,
     ReplyTopPanel,
-    ResizableTextArea,
     ContentTemplates,
     WhatsappTemplates,
     WootMessageEditor,
     QuotedEmailPreview,
+    ResizableTextArea,
+    CannedResponse,
   },
   mixins: [inboxMixin, fileUploadMixin, keyboardEventListenerMixins],
   props: {
@@ -86,7 +86,6 @@ export default {
   setup() {
     const {
       uiSettings,
-      updateUISettings,
       isEditorHotKeyEnabled,
       fetchSignatureFlagFromUISettings,
       setQuotedReplyFlagForInbox,
@@ -97,7 +96,6 @@ export default {
 
     return {
       uiSettings,
-      updateUISettings,
       isEditorHotKeyEnabled,
       fetchSignatureFlagFromUISettings,
       setQuotedReplyFlagForInbox,
@@ -115,7 +113,6 @@ export default {
       isRecordingAudio: false,
       recordingAudioState: '',
       recordingAudioDurationText: '',
-      isUploading: false,
       replyType: REPLY_EDITOR_MODES.REPLY,
       mentionSearchKey: '',
       hasSlashCommand: false,
@@ -147,9 +144,12 @@ export default {
       isFeatureEnabledonAccount: 'accounts/isFeatureEnabledonAccount',
     }),
     currentContact() {
-      return this.$store.getters['contacts/getContact'](
-        this.currentChat.meta.sender.id
-      );
+      const senderId = this.currentChat?.meta?.sender?.id;
+      if (!senderId) return {};
+      return this.$store.getters['contacts/getContact'](senderId);
+    },
+    isRichEditorEnabled() {
+      return this.isAWebWidgetInbox || this.isAnEmailChannel || this.isAPIInbox;
     },
     shouldShowReplyToMessage() {
       return (
@@ -159,20 +159,6 @@ export default {
         !this.is360DialogWhatsAppChannel
       );
     },
-    showRichContentEditor() {
-      if (this.isOnPrivateNote || this.isRichEditorEnabled) {
-        return true;
-      }
-
-      if (this.isAPIInbox) {
-        const {
-          display_rich_content_editor: displayRichContentEditor = false,
-        } = this.uiSettings;
-        return displayRichContentEditor;
-      }
-
-      return false;
-    },
     showWhatsappTemplates() {
       // We support templates for API channels if someone updates templates manually via API
       // That's why we don't explicitly check for channel type here
@@ -300,9 +286,6 @@ export default {
     hasAttachments() {
       return this.attachedFiles.length;
     },
-    isRichEditorEnabled() {
-      return this.isAWebWidgetInbox || this.isAnEmailChannel;
-    },
     showAudioRecorder() {
       return !this.isOnPrivateNote && this.showFileUpload;
     },
@@ -342,21 +325,11 @@ export default {
       return !this.isPrivate && this.sendWithSignature;
     },
     isSignatureAvailable() {
-      return !!this.signatureToApply;
+      return !!this.messageSignature;
     },
     sendWithSignature() {
       return this.fetchSignatureFlagFromUISettings(this.channelType);
     },
-    editorMessageKey() {
-      const { editor_message_key: isEnabled } = this.uiSettings;
-      return isEnabled;
-    },
-    commandPlusEnterToSendEnabled() {
-      return this.editorMessageKey === 'cmd_enter';
-    },
-    enterToSendEnabled() {
-      return this.editorMessageKey === 'enter';
-    },
     conversationId() {
       return this.currentChat.id;
     },
@@ -383,12 +356,6 @@ export default {
       });
       return variables;
     },
-    // ensure that the signature is plain text depending on `showRichContentEditor`
-    signatureToApply() {
-      return this.showRichContentEditor
-        ? this.messageSignature
-        : extractTextFromMarkdown(this.messageSignature);
-    },
     connectedPortalSlug() {
       const { help_center: portal = {} } = this.inbox;
       const { slug = '' } = portal;
@@ -439,6 +406,19 @@ export default {
         !!this.quotedEmailText
       );
     },
+    showRichContentEditor() {
+      if (this.isOnPrivateNote || this.isRichEditorEnabled) {
+        return true;
+      }
+
+      return false;
+    },
+    // ensure that the signature is plain text depending on `showRichContentEditor`
+    signatureToApply() {
+      return this.showRichContentEditor
+        ? this.messageSignature
+        : extractTextFromMarkdown(this.messageSignature);
+    },
   },
   watch: {
     currentChat(conversation, oldConversation) {
@@ -512,7 +492,7 @@ export default {
   mounted() {
     this.getFromDraft();
     // Don't use the keyboard listener mixin here as the events here are supposed to be
-    // working even if input/textarea is focussed.
+    // working even if the editor is focussed.
     document.addEventListener('paste', this.onPaste);
     document.addEventListener('keydown', this.handleKeyEvents);
     this.setCCAndToEmailsFromLastChat();
@@ -566,28 +546,6 @@ export default {
 
       useTrack(CONVERSATION_EVENTS.INSERT_ARTICLE_LINK);
     },
-    toggleRichContentEditor() {
-      this.updateUISettings({
-        display_rich_content_editor: !this.showRichContentEditor,
-      });
-
-      const plainTextSignature = extractTextFromMarkdown(this.messageSignature);
-
-      if (!this.showRichContentEditor && this.messageSignature) {
-        // remove the old signature -> extract text from markdown -> attach new signature
-        let message = removeSignature(this.message, this.messageSignature);
-        message = extractTextFromMarkdown(message);
-        message = appendSignature(message, plainTextSignature);
-
-        this.message = message;
-      } else {
-        this.message = replaceSignature(
-          this.message,
-          plainTextSignature,
-          this.messageSignature
-        );
-      }
-    },
     toggleQuotedReply() {
       if (!this.isAnEmailChannel) {
         return;
@@ -653,7 +611,23 @@ export default {
       if (this.isPrivate) {
         return message;
       }
-
+      if (this.showRichContentEditor) {
+        const effectiveChannelType = getEffectiveChannelType(
+          this.channelType,
+          this.inbox?.medium || ''
+        );
+        return this.sendWithSignature
+          ? appendSignature(
+              message,
+              this.messageSignature,
+              effectiveChannelType
+            )
+          : removeSignature(
+              message,
+              this.messageSignature,
+              effectiveChannelType
+            );
+      }
       return this.sendWithSignature
         ? appendSignature(message, this.signatureToApply)
         : removeSignature(message, this.signatureToApply);
@@ -716,7 +690,7 @@ export default {
     onPaste(e) {
       const data = e.clipboardData.files;
       if (!this.showRichContentEditor && data.length !== 0) {
-        this.$refs.messageInput.$el.blur();
+        this.$refs.messageInput?.$el?.blur();
       }
       if (!data.length || !data[0]) {
         return;
@@ -851,7 +825,19 @@ export default {
         // if signature is enabled, append it to the message
         // appendSignature ensures that the signature is not duplicated
         // so we don't need to check if the signature is already present
-        message = appendSignature(message, this.signatureToApply);
+        if (this.showRichContentEditor) {
+          const effectiveChannelType = getEffectiveChannelType(
+            this.channelType,
+            this.inbox?.medium || ''
+          );
+          message = appendSignature(
+            message,
+            this.messageSignature,
+            effectiveChannelType
+          );
+        } else {
+          message = appendSignature(message, this.signatureToApply);
+        }
       }
 
       const updatedMessage = replaceVariablesInMessage({
@@ -908,7 +894,19 @@ export default {
       this.message = '';
       if (this.sendWithSignature && !this.isPrivate) {
         // if signature is enabled, append it to the message
-        this.message = appendSignature(this.message, this.signatureToApply);
+        if (this.showRichContentEditor) {
+          const effectiveChannelType = getEffectiveChannelType(
+            this.channelType,
+            this.inbox?.medium || ''
+          );
+          this.message = appendSignature(
+            this.message,
+            this.messageSignature,
+            effectiveChannelType
+          );
+        } else {
+          this.message = appendSignature(this.message, this.signatureToApply);
+        }
       }
       this.attachedFiles = [];
       this.isRecordingAudio = false;
@@ -926,19 +924,15 @@ export default {
     },
     toggleAudioRecorder() {
       this.isRecordingAudio = !this.isRecordingAudio;
-      this.isRecorderAudioStopped = !this.isRecordingAudio;
       if (!this.isRecordingAudio) {
         this.resetAudioRecorderInput();
       }
     },
     toggleAudioRecorderPlayPause() {
-      if (!this.isRecordingAudio) {
-        return;
-      }
-      if (!this.isRecorderAudioStopped) {
-        this.isRecorderAudioStopped = true;
+      if (!this.$refs.audioRecorderInput) return;
+      if (!this.recordingAudioState) {
         this.$refs.audioRecorderInput.stopRecording();
-      } else if (this.isRecorderAudioStopped) {
+      } else {
         this.$refs.audioRecorderInput.playPause();
       }
     },
@@ -1245,16 +1239,17 @@ export default {
         v-else
         v-model="message"
         :editor-id="editorStateId"
-        class="input"
+        class="input popover-prosemirror-menu"
         :is-private="isOnPrivateNote"
         :placeholder="messagePlaceHolder"
         :update-selection-with="updateEditorSelectionWith"
         :min-height="4"
         enable-variables
         :variables="messageVariables"
-        :signature="signatureToApply"
+        :signature="messageSignature"
         allow-signature
         :channel-type="channelType"
+        :medium="inbox.medium"
         @typing-off="onTypingOff"
         @typing-on="onTypingOn"
         @focus="onFocus"
@@ -1302,7 +1297,6 @@ export default {
       :recording-audio-state="recordingAudioState"
       :send-button-text="replyButtonLabel"
       :show-audio-recorder="showAudioRecorder"
-      :show-editor-toggle="isAPIInbox && !isOnPrivateNote"
       :show-emoji-picker="showEmojiPicker"
       :show-file-upload="showFileUpload"
       :show-quoted-reply-toggle="shouldShowQuotedReplyToggle"
@@ -1315,7 +1309,6 @@ export default {
       :new-conversation-modal-active="newConversationModalActive"
       @select-whatsapp-template="openWhatsappTemplateModal"
       @select-content-template="openContentTemplateModal"
-      @toggle-editor="toggleRichContentEditor"
       @replace-text="replaceText"
       @toggle-insert-article="toggleInsertArticle"
       @toggle-quoted-reply="toggleQuotedReply"

app/javascript/dashboard/composables/chatlist/useBulkActions.js

@@ -1,43 +1,18 @@
-import { computed, ref, unref } from 'vue';
+import { ref, unref } from 'vue';
 import { useStore } from 'vuex';
 import { useAlert } from 'dashboard/composables';
 import { useI18n } from 'vue-i18n';
 import { useMapGetter } from 'dashboard/composables/store.js';
-import { useAccount } from 'dashboard/composables/useAccount';
 
 export function useBulkActions() {
   const store = useStore();
   const { t } = useI18n();
-  const { currentAccount } = useAccount();
 
   const selectedConversations = useMapGetter(
     'bulkActions/getSelectedConversationIds'
   );
-  const allConversations = useMapGetter('getAllConversations');
   const selectedInboxes = ref([]);
 
-  const requiredAttributeKeys = computed(
-    () => currentAccount.value?.settings?.conversation_required_attributes || []
-  );
-
-  const conversationsById = computed(() =>
-    (allConversations.value || []).reduce((acc, conversation) => {
-      acc[conversation.id] = conversation;
-      return acc;
-    }, {})
-  );
-
-  const hasAllRequiredValues = conversation => {
-    if (!conversation) return false;
-    const attrs = conversation.custom_attributes || {};
-    return requiredAttributeKeys.value.every(key => {
-      const value = attrs?.[key];
-      return (
-        value !== undefined && value !== null && String(value).trim() !== ''
-      );
-    });
-  };
-
   function selectConversation(conversationId, inboxId) {
     store.dispatch('bulkActions/setSelectedConversationIds', conversationId);
     selectedInboxes.value = [...selectedInboxes.value, inboxId];
@@ -141,58 +116,17 @@ export function useBulkActions() {
   }
 
   async function onUpdateConversations(status, snoozedUntil) {
-    const selectedIds = selectedConversations.value;
-    const requiresCheck =
-      status === 'resolved' && requiredAttributeKeys.value.length > 0;
-
-    const resolveCandidates = requiresCheck
-      ? selectedIds.reduce(
-          (result, id) => {
-            const conversation = conversationsById.value[id];
-            if (hasAllRequiredValues(conversation)) {
-              result.resolvable.push(id);
-            } else {
-              result.blocked.push(id);
-            }
-            return result;
-          },
-          { resolvable: [], blocked: [] }
-        )
-      : { resolvable: selectedIds, blocked: [] };
-
-    if (!resolveCandidates.resolvable.length) {
-      if (requiresCheck) {
-        useAlert(t('BULK_ACTION.UPDATE.REQUIRED_ATTRIBUTES_MISSING'));
-      } else {
-        useAlert(t('BULK_ACTION.UPDATE.UPDATE_FAILED'));
-      }
-      return;
-    }
-
     try {
       await store.dispatch('bulkActions/process', {
         type: 'Conversation',
-        ids: resolveCandidates.resolvable,
+        ids: selectedConversations.value,
         fields: {
           status,
         },
         snoozed_until: snoozedUntil,
       });
-
-      // Update selection to keep only blocked conversations, if any.
       store.dispatch('bulkActions/clearSelectedConversationIds');
-      selectedInboxes.value = [];
-      if (resolveCandidates.blocked.length) {
-        store.dispatch('bulkActions/setSelectedConversationIds', [
-          ...resolveCandidates.blocked,
-        ]);
-        selectedInboxes.value = resolveCandidates.blocked
-          .map(id => conversationsById.value[id]?.inbox_id)
-          .filter(Boolean);
-        useAlert(t('BULK_ACTION.UPDATE.REQUIRED_ATTRIBUTES_MISSING'));
-      } else {
-        useAlert(t('BULK_ACTION.UPDATE.UPDATE_SUCCESFUL'));
-      }
+      useAlert(t('BULK_ACTION.UPDATE.UPDATE_SUCCESFUL'));
     } catch (err) {
       useAlert(t('BULK_ACTION.UPDATE.UPDATE_FAILED'));
     }

app/javascript/dashboard/composables/useCaptain.js

@@ -1,5 +1,5 @@
 import { computed } from 'vue';
-import { useStore } from 'dashboard/composables/store.js';
+import { useMapGetter, useStore } from 'dashboard/composables/store.js';
 import { useAccount } from 'dashboard/composables/useAccount';
 import { useConfig } from 'dashboard/composables/useConfig';
 import { useCamelCase } from 'dashboard/composables/useTransformKeys';
@@ -9,6 +9,7 @@ export function useCaptain() {
   const store = useStore();
   const { isCloudFeatureEnabled, currentAccount } = useAccount();
   const { isEnterprise } = useConfig();
+  const uiFlags = useMapGetter('accounts/getUIFlags');
 
   const captainEnabled = computed(() => {
     return isCloudFeatureEnabled(FEATURE_FLAGS.CAPTAIN);
@@ -34,6 +35,8 @@ export function useCaptain() {
     return null;
   });
 
+  const isFetchingLimits = computed(() => uiFlags.value.isFetchingLimits);
+
   const fetchLimits = () => {
     if (isEnterprise) {
       store.dispatch('accounts/limits');
@@ -46,5 +49,6 @@ export function useCaptain() {
     documentLimits,
     responseLimits,
     fetchLimits,
+    isFetchingLimits,
   };
 }

app/javascript/dashboard/constants/editor.js

@@ -1,23 +1,143 @@
-export const MESSAGE_EDITOR_MENU_OPTIONS = [
-  'strong',
-  'em',
-  'link',
-  'undo',
-  'redo',
-  'bulletList',
-  'orderedList',
-  'code',
-];
-
-export const MESSAGE_SIGNATURE_EDITOR_MENU_OPTIONS = [
-  'strong',
-  'em',
-  'link',
-  'undo',
-  'redo',
-  'imageUpload',
-];
+// Formatting rules for different contexts (channels and special contexts)
+// marks: inline formatting (strong, em, code, link, strike)
+// nodes: block structures (bulletList, orderedList, codeBlock, blockquote)
+export const FORMATTING = {
+  // Channel formatting
+  'Channel::Email': {
+    marks: ['strong', 'em', 'code', 'link'],
+    nodes: ['bulletList', 'orderedList', 'codeBlock', 'blockquote', 'image'],
+    menu: [
+      'strong',
+      'em',
+      'code',
+      'link',
+      'bulletList',
+      'orderedList',
+      'undo',
+      'redo',
+    ],
+  },
+  'Channel::WebWidget': {
+    marks: ['strong', 'em', 'code', 'link', 'strike'],
+    nodes: ['bulletList', 'orderedList', 'codeBlock', 'blockquote', 'image'],
+    menu: [
+      'strong',
+      'em',
+      'code',
+      'link',
+      'strike',
+      'bulletList',
+      'orderedList',
+      'undo',
+      'redo',
+    ],
+  },
+  'Channel::Api': {
+    marks: ['strong', 'em'],
+    nodes: [],
+    menu: ['strong', 'em', 'undo', 'redo'],
+  },
+  'Channel::FacebookPage': {
+    marks: ['strong', 'em', 'code', 'strike'],
+    nodes: ['bulletList', 'orderedList', 'codeBlock'],
+    menu: [
+      'strong',
+      'em',
+      'code',
+      'strike',
+      'bulletList',
+      'orderedList',
+      'undo',
+      'redo',
+    ],
+  },
+  'Channel::TwitterProfile': {
+    marks: [],
+    nodes: [],
+    menu: [],
+  },
+  'Channel::TwilioSms': {
+    marks: [],
+    nodes: [],
+    menu: [],
+  },
+  'Channel::Sms': {
+    marks: [],
+    nodes: [],
+    menu: [],
+  },
+  'Channel::Whatsapp': {
+    marks: ['strong', 'em', 'code', 'strike'],
+    nodes: ['bulletList', 'orderedList', 'codeBlock'],
+    menu: [
+      'strong',
+      'em',
+      'code',
+      'strike',
+      'bulletList',
+      'orderedList',
+      'undo',
+      'redo',
+    ],
+  },
+  'Channel::Line': {
+    marks: ['strong', 'em', 'code', 'strike'],
+    nodes: ['codeBlock'],
+    menu: ['strong', 'em', 'code', 'strike', 'undo', 'redo'],
+  },
+  'Channel::Telegram': {
+    marks: ['strong', 'em', 'link', 'code'],
+    nodes: [],
+    menu: ['strong', 'em', 'link', 'code', 'undo', 'redo'],
+  },
+  'Channel::Instagram': {
+    marks: ['strong', 'em', 'code', 'strike'],
+    nodes: ['bulletList', 'orderedList'],
+    menu: [
+      'strong',
+      'em',
+      'code',
+      'bulletList',
+      'orderedList',
+      'strike',
+      'undo',
+      'redo',
+    ],
+  },
+  'Channel::Voice': {
+    marks: [],
+    nodes: [],
+    menu: [],
+  },
+  // Special contexts (not actual channels)
+  'Context::Default': {
+    marks: ['strong', 'em', 'code', 'link', 'strike'],
+    nodes: ['bulletList', 'orderedList', 'codeBlock', 'blockquote'],
+    menu: [
+      'strong',
+      'em',
+      'code',
+      'link',
+      'strike',
+      'bulletList',
+      'orderedList',
+      'undo',
+      'redo',
+    ],
+  },
+  'Context::MessageSignature': {
+    marks: ['strong', 'em', 'link'],
+    nodes: ['image'],
+    menu: ['strong', 'em', 'link', 'undo', 'redo', 'imageUpload'],
+  },
+  'Context::InboxSettings': {
+    marks: ['strong', 'em', 'link'],
+    nodes: [],
+    menu: ['strong', 'em', 'link', 'undo', 'redo'],
+  },
+};
 
+// Editor menu options for Full Editor
 export const ARTICLE_EDITOR_MENU_OPTIONS = [
   'strong',
   'em',
@@ -33,14 +153,86 @@ export const ARTICLE_EDITOR_MENU_OPTIONS = [
   'code',
 ];
 
-export const WIDGET_BUILDER_EDITOR_MENU_OPTIONS = [
-  'strong',
-  'em',
-  'link',
-  'undo',
-  'redo',
+/**
+ * Markdown formatting patterns for stripping unsupported formatting.
+ *
+ * Maps camelCase type names to ProseMirror snake_case schema names.
+ * Order matters: codeBlock before code to avoid partial matches.
+ */
+export const MARKDOWN_PATTERNS = [
+  // --- BLOCK NODES ---
+  {
+    type: 'codeBlock', // PM: code_block, eg: ```js\ncode\n```
+    patterns: [
+      { pattern: /`{3}(?:\w+)?\n?([\s\S]*?)`{3}/g, replacement: '$1' },
+    ],
+  },
+  {
+    type: 'blockquote', // PM: blockquote, eg: > quote
+    patterns: [{ pattern: /^> ?/gm, replacement: '' }],
+  },
+  {
+    type: 'bulletList', // PM: bullet_list, eg: - item
+    patterns: [{ pattern: /^[\t ]*[-*+]\s+/gm, replacement: '' }],
+  },
+  {
+    type: 'orderedList', // PM: ordered_list, eg: 1. item
+    patterns: [{ pattern: /^[\t ]*\d+\.\s+/gm, replacement: '' }],
+  },
+  {
+    type: 'heading', // PM: heading, eg: ## Heading
+    patterns: [{ pattern: /^#{1,6}\s+/gm, replacement: '' }],
+  },
+  {
+    type: 'horizontalRule', // PM: horizontal_rule, eg: ---
+    patterns: [{ pattern: /^(?:---|___|\*\*\*)\s*$/gm, replacement: '' }],
+  },
+  {
+    type: 'image', // PM: image, eg: ![alt](url)
+    patterns: [{ pattern: /!\[([^\]]*)\]\([^)]+\)/g, replacement: '$1' }],
+  },
+  {
+    type: 'hardBreak', // PM: hard_break, eg: line\\\n or line  \n
+    patterns: [
+      { pattern: /\\\n/g, replacement: '\n' },
+      { pattern: / {2,}\n/g, replacement: '\n' },
+    ],
+  },
+  // --- INLINE MARKS ---
+  {
+    type: 'strong', // PM: strong, eg: **bold** or __bold__
+    patterns: [
+      { pattern: /\*\*(.+?)\*\*/g, replacement: '$1' },
+      { pattern: /__(.+?)__/g, replacement: '$1' },
+    ],
+  },
+  {
+    type: 'em', // PM: em, eg: *italic* or _italic_
+    patterns: [
+      { pattern: /(?<!\*)\*(?!\*)(.+?)(?<!\*)\*(?!\*)/g, replacement: '$1' },
+      // Match _text_ only at word boundaries (whitespace/string start/end)
+      // Preserves underscores in URLs (e.g., https://example.com/path_name) and variable names
+      {
+        pattern: /(?<=^|[\s])_([^_\s][^_]*[^_\s]|[^_\s])_(?=$|[\s])/g,
+        replacement: '$1',
+      },
+    ],
+  },
+  {
+    type: 'strike', // PM: strike, eg: ~~strikethrough~~
+    patterns: [{ pattern: /~~(.+?)~~/g, replacement: '$1' }],
+  },
+  {
+    type: 'code', // PM: code, eg: `inline code`
+    patterns: [{ pattern: /`([^`]+)`/g, replacement: '$1' }],
+  },
+  {
+    type: 'link', // PM: link, eg: [text](url)
+    patterns: [{ pattern: /\[([^\]]+)\]\([^)]+\)/g, replacement: '$1' }],
+  },
 ];
 
+// Editor image resize options for Message Editor
 export const MESSAGE_EDITOR_IMAGE_RESIZES = [
   {
     name: 'Small',

app/javascript/dashboard/helper/editorHelper.js

@@ -5,6 +5,82 @@ import {
 } from '@chatwoot/prosemirror-schema';
 import { replaceVariablesInMessage } from '@chatwoot/utils';
 import * as Sentry from '@sentry/vue';
+import { FORMATTING, MARKDOWN_PATTERNS } from 'dashboard/constants/editor';
+import { INBOX_TYPES, TWILIO_CHANNEL_MEDIUM } from 'dashboard/helper/inbox';
+import camelcaseKeys from 'camelcase-keys';
+
+/**
+ * Extract text from markdown, and remove all images, code blocks, links, headers, bold, italic, lists etc.
+ * Links will be converted to text, and not removed.
+ *
+ * @param {string} markdown - markdown text to be extracted
+ * @returns {string} - The extracted text.
+ */
+export function extractTextFromMarkdown(markdown) {
+  if (!markdown) return '';
+  return markdown
+    .replace(/```[\s\S]*?```/g, '') // Remove code blocks
+    .replace(/`.*?`/g, '') // Remove inline code
+    .replace(/!\[.*?\]\(.*?\)/g, '') // Remove images before removing links
+    .replace(/\[([^\]]+)\]\([^)]+\)/g, '$1') // Remove links but keep the text
+    .replace(/#+\s*|[*_-]{1,3}/g, '') // Remove headers, bold, italic, lists etc.
+    .split('\n')
+    .map(line => line.trim())
+    .filter(Boolean)
+    .join('\n') // Trim each line & remove any lines only having spaces
+    .replace(/\n{2,}/g, '\n') // Remove multiple consecutive newlines (blank lines)
+    .trim(); // Trim any extra space
+}
+
+/**
+ * Strip unsupported markdown formatting based on channel capabilities.
+ *
+ * @param {string} markdown - markdown text to process
+ * @param {string} channelType - The channel type to check supported formatting
+ * @returns {string} - The markdown with unsupported formatting removed
+ */
+export function stripUnsupportedSignatureMarkdown(markdown, channelType) {
+  if (!markdown) return '';
+
+  const { marks = [], nodes = [] } = FORMATTING[channelType] || {};
+  const has = (arr, key) => arr.includes(key);
+
+  // Define stripping rules: [condition, pattern, replacement]
+  const rules = [
+    [!has(nodes, 'image'), /!\[.*?\]\(.*?\)/g, ''],
+    [!has(marks, 'link'), /\[([^\]]+)\]\([^)]+\)/g, '$1'],
+    [!has(nodes, 'codeBlock'), /```[\s\S]*?```/g, ''],
+    [!has(marks, 'code'), /`([^`]+)`/g, '$1'],
+    [!has(marks, 'strong'), /\*\*([^*]+)\*\*/g, '$1'],
+    [!has(marks, 'strong'), /__([^_]+)__/g, '$1'],
+    [!has(marks, 'em'), /\*([^*]+)\*/g, '$1'],
+    // Match _text_ only at word boundaries (whitespace/string start/end)
+    // Preserves underscores in URLs (e.g., https://example.com/path_name) and variable names
+    [
+      !has(marks, 'em'),
+      /(?<=^|[\s])_([^_\s][^_]*[^_\s]|[^_\s])_(?=$|[\s])/g,
+      '$1',
+    ],
+    [!has(marks, 'strike'), /~~([^~]+)~~/g, '$1'],
+    [!has(nodes, 'blockquote'), /^>\s?/gm, ''],
+    [!has(nodes, 'bulletList'), /^[-*+]\s+/gm, ''],
+    [!has(nodes, 'orderedList'), /^\d+\.\s+/gm, ''],
+  ];
+
+  const result = rules.reduce(
+    (text, [shouldStrip, pattern, replacement]) =>
+      shouldStrip ? text.replace(pattern, replacement) : text,
+    markdown
+  );
+
+  return result
+    .split('\n')
+    .map(line => line.trim())
+    .filter(Boolean)
+    .join('\n')
+    .replace(/\n{2,}/g, '\n')
+    .trim();
+}
 
 /**
  * The delimiter used to separate the signature from the rest of the body.
@@ -67,15 +143,39 @@ export function findSignatureInBody(body, signature) {
   return -1;
 }
 
+/**
+ * Gets the effective channel type for formatting purposes.
+ * For Twilio channels, returns WhatsApp or Twilio based on medium.
+ *
+ * @param {string} channelType - The channel type
+ * @param {string} medium - Optional. The medium for Twilio channels (sms/whatsapp)
+ * @returns {string} - The effective channel type for formatting
+ */
+export function getEffectiveChannelType(channelType, medium) {
+  if (channelType === INBOX_TYPES.TWILIO) {
+    return medium === TWILIO_CHANNEL_MEDIUM.WHATSAPP
+      ? INBOX_TYPES.WHATSAPP
+      : INBOX_TYPES.TWILIO;
+  }
+  return channelType;
+}
+
 /**
  * Appends the signature to the body, separated by the signature delimiter.
+ * Automatically strips unsupported formatting based on channel capabilities.
  *
  * @param {string} body - The body to append the signature to.
  * @param {string} signature - The signature to append.
+ * @param {string} channelType - Optional. The effective channel type to determine supported formatting.
+ *                               For Twilio channels, pass the result of getEffectiveChannelType().
  * @returns {string} - The body with the signature appended.
  */
-export function appendSignature(body, signature) {
-  const cleanedSignature = cleanSignature(signature);
+export function appendSignature(body, signature, channelType) {
+  // Strip only unsupported formatting based on channel capabilities
+  const preparedSignature = channelType
+    ? stripUnsupportedSignatureMarkdown(signature, channelType)
+    : signature;
+  const cleanedSignature = cleanSignature(preparedSignature);
   // if signature is already present, return body
   if (findSignatureInBody(body, cleanedSignature) > -1) {
     return body;
@@ -86,16 +186,34 @@ export function appendSignature(body, signature) {
 
 /**
  * Removes the signature from the body, along with the signature delimiter.
+ * Tries to find both the original signature and the stripped version.
  *
  * @param {string} body - The body to remove the signature from.
  * @param {string} signature - The signature to remove.
+ * @param {string} channelType - Optional. The effective channel type for channel-specific stripping.
+ *                               For Twilio channels, pass the result of getEffectiveChannelType().
  * @returns {string} - The body with the signature removed.
  */
-export function removeSignature(body, signature) {
-  // this will find the index of the signature if it exists
-  // Regardless of extra spaces or new lines after the signature, the index will be the same if present
+export function removeSignature(body, signature, channelType) {
+  // Build list of signatures to try: original, channel-stripped, and fully stripped
   const cleanedSignature = cleanSignature(signature);
-  const signatureIndex = findSignatureInBody(body, cleanedSignature);
+  const channelStripped = channelType
+    ? cleanSignature(stripUnsupportedSignatureMarkdown(signature, channelType))
+    : null;
+  const fullyStripped = cleanSignature(extractTextFromMarkdown(signature));
+
+  // Try signatures in order: original → channel-specific → fully stripped
+  const signaturesToTry = [
+    cleanedSignature,
+    channelStripped,
+    fullyStripped,
+  ].filter((sig, i, arr) => sig && arr.indexOf(sig) === i); // Remove nulls and duplicates
+
+  // Find the first matching signature
+  const signatureIndex = signaturesToTry.reduce(
+    (index, sig) => (index === -1 ? findSignatureInBody(body, sig) : index),
+    -1
+  );
 
   // no need to trim the ends here, because it will simply be removed in the next method
   let newBody = body;
@@ -136,28 +254,6 @@ export function replaceSignature(body, oldSignature, newSignature) {
   return appendSignature(withoutSignature, newSignature);
 }
 
-/**
- * Extract text from markdown, and remove all images, code blocks, links, headers, bold, italic, lists etc.
- * Links will be converted to text, and not removed.
- *
- * @param {string} markdown - markdown text to be extracted
- * @returns
- */
-export function extractTextFromMarkdown(markdown) {
-  return markdown
-    .replace(/```[\s\S]*?```/g, '') // Remove code blocks
-    .replace(/`.*?`/g, '') // Remove inline code
-    .replace(/!\[.*?\]\(.*?\)/g, '') // Remove images before removing links
-    .replace(/\[([^\]]+)\]\([^)]+\)/g, '$1') // Remove links but keep the text
-    .replace(/#+\s*|[*_-]{1,3}/g, '') // Remove headers, bold, italic, lists etc.
-    .split('\n')
-    .map(line => line.trim())
-    .filter(Boolean)
-    .join('\n') // Trim each line & remove any lines only having spaces
-    .replace(/\n{2,}/g, '\n') // Remove multiple consecutive newlines (blank lines)
-    .trim(); // Trim any extra space
-}
-
 /**
  * Scrolls the editor view into current cursor position
  *
@@ -283,6 +379,47 @@ export function setURLWithQueryAndSize(selectedImageNode, size, editorView) {
   }
 }
 
+/**
+ * Strips unsupported markdown formatting from content based on the editor schema.
+ * This ensures canned responses with rich formatting can be inserted into channels
+ * that don't support certain formatting (e.g., API channels don't support bold).
+ *
+ * @param {string} content - The markdown content to sanitize
+ * @param {Object} schema - The ProseMirror schema with supported marks and nodes
+ * @returns {string} - Content with unsupported formatting stripped
+ */
+export function stripUnsupportedFormatting(content, schema) {
+  if (!content || typeof content !== 'string') return content;
+  if (!schema) return content;
+
+  let sanitizedContent = content;
+
+  // Get supported marks and nodes from the schema
+  // Note: ProseMirror uses snake_case internally (code_block, bullet_list, etc.)
+  // but our FORMATTING constant uses camelCase (codeBlock, bulletList, etc.)
+  // We use camelcase-keys to normalize node names for comparison
+  const supportedMarks = Object.keys(schema.marks || {});
+  const nodeKeys = Object.keys(schema.nodes || {});
+  const nodeKeysObj = Object.fromEntries(nodeKeys.map(k => [k, true]));
+  const supportedNodes = Object.keys(camelcaseKeys(nodeKeysObj));
+
+  // Process each formatting type in order (codeBlock before code is important!)
+  MARKDOWN_PATTERNS.forEach(({ type, patterns }) => {
+    // Check if this format type is supported by the schema
+    const isMarkSupported = supportedMarks.includes(type);
+    const isNodeSupported = supportedNodes.includes(type);
+
+    // If not supported, strip the formatting
+    if (!isMarkSupported && !isNodeSupported) {
+      patterns.forEach(({ pattern, replacement }) => {
+        sanitizedContent = sanitizedContent.replace(pattern, replacement);
+      });
+    }
+  });
+
+  return sanitizedContent;
+}
+
 /**
  * Content Node Creation Helper Functions for
  * - mention
@@ -313,8 +450,17 @@ const createNode = (editorView, nodeType, content) => {
 
       return mentionNode;
     }
-    case 'cannedResponse':
-      return new MessageMarkdownTransformer(messageSchema).parse(content);
+    case 'cannedResponse': {
+      // Strip unsupported formatting before parsing to ensure content can be inserted
+      // into channels that don't support certain markdown features (e.g., API channels)
+      const sanitizedContent = stripUnsupportedFormatting(
+        content,
+        state.schema
+      );
+      return new MessageMarkdownTransformer(state.schema).parse(
+        sanitizedContent
+      );
+    }
     case 'variable':
       return state.schema.text(`{{${content}}}`);
     case 'emoji':
@@ -389,3 +535,85 @@ export const getContentNode = (
     ? creator(editorView, content, from, to, variables)
     : { node: null, from, to };
 };
+
+/**
+ * Get the formatting configuration for a specific channel type.
+ * Returns the appropriate marks, nodes, and menu items for the editor.
+ *
+ * @param {string} channelType - The channel type (e.g., 'Channel::FacebookPage', 'Channel::WebWidget')
+ * @returns {Object} The formatting configuration with marks, nodes, and menu properties
+ */
+export function getFormattingForEditor(channelType) {
+  return FORMATTING[channelType] || FORMATTING['Context::Default'];
+}
+
+/**
+ * Menu Positioning Helpers
+ * Handles floating menu bar positioning for text selection in the editor.
+ */
+
+const MENU_CONFIG = { H: 46, W: 300, GAP: 10 };
+
+/**
+ * Calculate selection coordinates with bias to handle line-wraps correctly.
+ * @param {EditorView} editorView - ProseMirror editor view
+ * @param {Selection} selection - Current text selection
+ * @param {DOMRect} rect - Container bounding rect
+ * @returns {{start: Object, end: Object, selTop: number, onTop: boolean}}
+ */
+export function getSelectionCoords(editorView, selection, rect) {
+  const start = editorView.coordsAtPos(selection.from, 1);
+  const end = editorView.coordsAtPos(selection.to, -1);
+
+  const selTop = Math.min(start.top, end.top);
+  const spaceAbove = selTop - rect.top;
+  const onTop =
+    spaceAbove > MENU_CONFIG.H + MENU_CONFIG.GAP || end.bottom > rect.bottom;
+
+  return { start, end, selTop, onTop };
+}
+
+/**
+ * Calculate anchor position based on selection visibility and RTL direction.
+ * @param {Object} coords - Selection coordinates from getSelectionCoords
+ * @param {DOMRect} rect - Container bounding rect
+ * @param {boolean} isRtl - Whether text direction is RTL
+ * @returns {number} Anchor x-position for menu
+ */
+export function getMenuAnchor(coords, rect, isRtl) {
+  const { start, end, onTop } = coords;
+
+  if (!onTop) return end.left;
+
+  // If start of selection is visible, align to text. Else stick to container edge.
+  if (start.top >= rect.top) return isRtl ? start.right : start.left;
+
+  return isRtl ? rect.right - MENU_CONFIG.GAP : rect.left + MENU_CONFIG.GAP;
+}
+
+/**
+ * Calculate final menu position (left, top) within container bounds.
+ * @param {Object} coords - Selection coordinates from getSelectionCoords
+ * @param {DOMRect} rect - Container bounding rect
+ * @param {boolean} isRtl - Whether text direction is RTL
+ * @returns {{left: number, top: number, width: number}}
+ */
+export function calculateMenuPosition(coords, rect, isRtl) {
+  const { start, end, selTop, onTop } = coords;
+
+  const anchor = getMenuAnchor(coords, rect, isRtl);
+
+  // Calculate Left: shift by width if RTL, then make relative to container
+  const rawLeft = (isRtl ? anchor - MENU_CONFIG.W : anchor) - rect.left;
+
+  // Ensure menu stays within container bounds
+  const left = Math.min(Math.max(0, rawLeft), rect.width - MENU_CONFIG.W);
+
+  // Calculate Top: align to selection or bottom of selection
+  const top = onTop
+    ? Math.max(-26, selTop - rect.top - MENU_CONFIG.H - MENU_CONFIG.GAP)
+    : Math.max(start.bottom, end.bottom) - rect.top + MENU_CONFIG.GAP;
+  return { left, top, width: MENU_CONFIG.W };
+}
+
+/* End Menu Positioning Helpers */

app/javascript/dashboard/helper/inbox.js

@@ -13,6 +13,11 @@ export const INBOX_TYPES = {
   VOICE: 'Channel::Voice',
 };
 
+export const TWILIO_CHANNEL_MEDIUM = {
+  WHATSAPP: 'whatsapp',
+  SMS: 'sms',
+};
+
 const INBOX_ICON_MAP_FILL = {
   [INBOX_TYPES.WEB]: 'i-ri-global-fill',
   [INBOX_TYPES.FB]: 'i-ri-messenger-fill',

app/javascript/dashboard/helper/specs/editorContentHelper.spec.js

@@ -1,15 +1,11 @@
 // Moved from editorHelper.spec.js to editorContentHelper.spec.js
 // the mock of chatwoot/prosemirror-schema is getting conflicted with other specs
 import { getContentNode } from '../editorHelper';
-import {
-  MessageMarkdownTransformer,
-  messageSchema,
-} from '@chatwoot/prosemirror-schema';
+import { MessageMarkdownTransformer } from '@chatwoot/prosemirror-schema';
 import { replaceVariablesInMessage } from '@chatwoot/utils';
 
 vi.mock('@chatwoot/prosemirror-schema', () => ({
   MessageMarkdownTransformer: vi.fn(),
-  messageSchema: {},
 }));
 
 vi.mock('@chatwoot/utils', () => ({
@@ -62,12 +58,18 @@ describe('getContentNode', () => {
       const to = 10;
       const updatedMessage = 'Hello John';
 
-      replaceVariablesInMessage.mockReturnValue(updatedMessage);
-      MessageMarkdownTransformer.mockImplementation(() => ({
-        parse: vi.fn().mockReturnValue({ textContent: updatedMessage }),
-      }));
+      // Mock the node that will be returned by parse
+      const mockNode = { textContent: updatedMessage };
 
-      const { node } = getContentNode(
+      replaceVariablesInMessage.mockReturnValue(updatedMessage);
+
+      // Mock MessageMarkdownTransformer instance with parse method
+      const mockTransformer = {
+        parse: vi.fn().mockReturnValue(mockNode),
+      };
+      MessageMarkdownTransformer.mockImplementation(() => mockTransformer);
+
+      const result = getContentNode(
         editorView,
         'cannedResponse',
         content,
@@ -79,8 +81,15 @@ describe('getContentNode', () => {
         message: content,
         variables,
       });
-      expect(MessageMarkdownTransformer).toHaveBeenCalledWith(messageSchema);
-      expect(node.textContent).toBe(updatedMessage);
+      expect(MessageMarkdownTransformer).toHaveBeenCalledWith(
+        editorView.state.schema
+      );
+      expect(mockTransformer.parse).toHaveBeenCalledWith(updatedMessage);
+      expect(result.node).toBe(mockNode);
+      expect(result.node.textContent).toBe(updatedMessage);
+      // When textContent matches updatedMessage, from should remain unchanged
+      expect(result.from).toBe(from);
+      expect(result.to).toBe(to);
     });
   });
 

app/javascript/dashboard/helper/specs/editorHelper.spec.js

@@ -5,11 +5,18 @@ import {
   replaceSignature,
   cleanSignature,
   extractTextFromMarkdown,
+  stripUnsupportedSignatureMarkdown,
   insertAtCursor,
   findNodeToInsertImage,
   setURLWithQueryAndSize,
   getContentNode,
+  getFormattingForEditor,
+  getSelectionCoords,
+  getMenuAnchor,
+  calculateMenuPosition,
+  stripUnsupportedFormatting,
 } from '../editorHelper';
+import { FORMATTING } from 'dashboard/constants/editor';
 import { EditorState } from '@chatwoot/prosemirror-schema';
 import { EditorView } from '@chatwoot/prosemirror-schema';
 import { Schema } from 'prosemirror-model';
@@ -138,6 +145,107 @@ describe('appendSignature', () => {
   });
 });
 
+describe('stripUnsupportedSignatureMarkdown', () => {
+  const richSignature =
+    '**Bold** _italic_ [link](http://example.com) ![](http://localhost:3000/image.png)';
+
+  it('keeps all formatting for Email channel (supports image, link, strong, em)', () => {
+    const result = stripUnsupportedSignatureMarkdown(
+      richSignature,
+      'Channel::Email'
+    );
+    expect(result).toContain('**Bold**');
+    expect(result).toContain('_italic_');
+    expect(result).toContain('[link](http://example.com)');
+    expect(result).toContain('![](http://localhost:3000/image.png)');
+  });
+  it('strips images but keeps bold/italic for Api channel', () => {
+    const result = stripUnsupportedSignatureMarkdown(
+      richSignature,
+      'Channel::Api'
+    );
+    expect(result).toContain('**Bold**');
+    expect(result).toContain('_italic_');
+    expect(result).toContain('link'); // link text kept
+    expect(result).not.toContain('[link]('); // link syntax removed
+    expect(result).not.toContain('![]('); // image removed
+  });
+  it('strips images but keeps bold/italic/link for Telegram channel', () => {
+    const result = stripUnsupportedSignatureMarkdown(
+      richSignature,
+      'Channel::Telegram'
+    );
+    expect(result).toContain('**Bold**');
+    expect(result).toContain('_italic_');
+    expect(result).toContain('[link](http://example.com)');
+    expect(result).not.toContain('![](');
+  });
+  it('strips all formatting for SMS channel', () => {
+    const result = stripUnsupportedSignatureMarkdown(
+      richSignature,
+      'Channel::Sms'
+    );
+    expect(result).toContain('Bold');
+    expect(result).toContain('italic');
+    expect(result).toContain('link');
+    expect(result).not.toContain('**');
+    expect(result).not.toContain('_');
+    expect(result).not.toContain('[');
+    expect(result).not.toContain('![](');
+  });
+  it('returns empty string for empty input', () => {
+    expect(stripUnsupportedSignatureMarkdown('', 'Channel::Api')).toBe('');
+    expect(stripUnsupportedSignatureMarkdown(null, 'Channel::Api')).toBe('');
+  });
+});
+
+describe('appendSignature with channelType', () => {
+  const signatureWithImage =
+    'Thanks\n![](http://localhost:3000/image.png?cw_image_height=24px)';
+
+  it('keeps images for Email channel', () => {
+    const result = appendSignature(
+      'Hello',
+      signatureWithImage,
+      'Channel::Email'
+    );
+    expect(result).toContain('![](http://localhost:3000/image.png');
+  });
+  it('keeps images for WebWidget channel', () => {
+    const result = appendSignature(
+      'Hello',
+      signatureWithImage,
+      'Channel::WebWidget'
+    );
+    expect(result).toContain('![](http://localhost:3000/image.png');
+  });
+  it('strips images but keeps text for Api channel', () => {
+    const result = appendSignature('Hello', signatureWithImage, 'Channel::Api');
+    expect(result).not.toContain('![](');
+    expect(result).toContain('Thanks');
+  });
+  it('strips images but keeps text for WhatsApp channel', () => {
+    const result = appendSignature(
+      'Hello',
+      signatureWithImage,
+      'Channel::Whatsapp'
+    );
+    expect(result).not.toContain('![](');
+    expect(result).toContain('Thanks');
+  });
+  it('keeps images when channelType is not provided', () => {
+    const result = appendSignature('Hello', signatureWithImage);
+    expect(result).toContain('![](http://localhost:3000/image.png');
+  });
+  it('keeps bold/italic for channels that support them', () => {
+    const boldSignature = '**Bold** *italic* Thanks';
+    const result = appendSignature('Hello', boldSignature, 'Channel::Api');
+    // Api supports strong and em
+    expect(result).toContain('**Bold**');
+    expect(result).toContain('*italic*');
+  });
+});
+
 describe('cleanSignature', () => {
   it('removes any instance of horizontal rule', () => {
     const options = [
@@ -196,6 +304,37 @@ describe('removeSignature', () => {
   });
 });
 
+describe('removeSignature with stripped signature', () => {
+  const signatureWithImage =
+    'Thanks\n![](http://localhost:3000/image.png?cw_image_height=24px)';
+
+  it('removes stripped signature from body', () => {
+    // Simulate a body where signature was added with images stripped
+    const bodyWithStrippedSignature = 'Hello\n\n--\n\nThanks';
+    const result = removeSignature(
+      bodyWithStrippedSignature,
+      signatureWithImage
+    );
+    expect(result).toBe('Hello\n\n');
+  });
+  it('removes original signature from body', () => {
+    // Simulate a body where signature was added with images (using cleanSignature format)
+    const cleanedSig = cleanSignature(signatureWithImage);
+    const bodyWithOriginalSignature = `Hello\n\n--\n\n${cleanedSig}`;
+    const result = removeSignature(
+      bodyWithOriginalSignature,
+      signatureWithImage
+    );
+    expect(result).toBe('Hello\n\n');
+  });
+  it('handles signature without images', () => {
+    const simpleSignature = 'Best regards';
+    const body = 'Hello\n\n--\n\nBest regards';
+    const result = removeSignature(body, simpleSignature);
+    expect(result).toBe('Hello\n\n');
+  });
+});
+
 describe('replaceSignature', () => {
   it('appends the new signature if not present', () => {
     Object.keys(DOES_NOT_HAVE_SIGNATURE).forEach(key => {
@@ -258,15 +397,11 @@ describe('insertAtCursor', () => {
     expect(result).toBeUndefined();
   });
 
-  it('should unwrap doc nodes that are wrapped in a paragraph', () => {
-    const docNode = schema.node('doc', null, [
-      schema.node('paragraph', null, [schema.text('Hello')]),
-    ]);
-
+  it('should insert text node at cursor position', () => {
     const editorState = createEditorState();
     const editorView = new EditorView(document.body, { state: editorState });
 
-    insertAtCursor(editorView, docNode, 0);
+    insertAtCursor(editorView, schema.text('Hello'), 0);
 
     // Check if node was unwrapped and inserted correctly
     expect(editorView.state.doc.firstChild.firstChild.text).toBe('Hello');
@@ -626,3 +761,349 @@ describe('getContentNode', () => {
     });
   });
 });
+
+describe('getFormattingForEditor', () => {
+  describe('channel-specific formatting', () => {
+    it('returns full formatting for Email channel', () => {
+      const result = getFormattingForEditor('Channel::Email');
+
+      expect(result).toEqual(FORMATTING['Channel::Email']);
+    });
+
+    it('returns full formatting for WebWidget channel', () => {
+      const result = getFormattingForEditor('Channel::WebWidget');
+
+      expect(result).toEqual(FORMATTING['Channel::WebWidget']);
+    });
+
+    it('returns limited formatting for WhatsApp channel', () => {
+      const result = getFormattingForEditor('Channel::Whatsapp');
+
+      expect(result).toEqual(FORMATTING['Channel::Whatsapp']);
+    });
+
+    it('returns no formatting for API channel', () => {
+      const result = getFormattingForEditor('Channel::Api');
+
+      expect(result).toEqual(FORMATTING['Channel::Api']);
+    });
+
+    it('returns limited formatting for FacebookPage channel', () => {
+      const result = getFormattingForEditor('Channel::FacebookPage');
+
+      expect(result).toEqual(FORMATTING['Channel::FacebookPage']);
+    });
+
+    it('returns no formatting for TwitterProfile channel', () => {
+      const result = getFormattingForEditor('Channel::TwitterProfile');
+
+      expect(result).toEqual(FORMATTING['Channel::TwitterProfile']);
+    });
+
+    it('returns no formatting for SMS channel', () => {
+      const result = getFormattingForEditor('Channel::Sms');
+
+      expect(result).toEqual(FORMATTING['Channel::Sms']);
+    });
+
+    it('returns limited formatting for Telegram channel', () => {
+      const result = getFormattingForEditor('Channel::Telegram');
+
+      expect(result).toEqual(FORMATTING['Channel::Telegram']);
+    });
+
+    it('returns formatting for Instagram channel', () => {
+      const result = getFormattingForEditor('Channel::Instagram');
+
+      expect(result).toEqual(FORMATTING['Channel::Instagram']);
+    });
+  });
+
+  describe('context-specific formatting', () => {
+    it('returns default formatting for Context::Default', () => {
+      const result = getFormattingForEditor('Context::Default');
+
+      expect(result).toEqual(FORMATTING['Context::Default']);
+    });
+
+    it('returns signature formatting for Context::MessageSignature', () => {
+      const result = getFormattingForEditor('Context::MessageSignature');
+
+      expect(result).toEqual(FORMATTING['Context::MessageSignature']);
+    });
+
+    it('returns widget builder formatting for Context::InboxSettings', () => {
+      const result = getFormattingForEditor('Context::InboxSettings');
+
+      expect(result).toEqual(FORMATTING['Context::InboxSettings']);
+    });
+  });
+
+  describe('fallback behavior', () => {
+    it('returns default formatting for unknown channel type', () => {
+      const result = getFormattingForEditor('Channel::Unknown');
+
+      expect(result).toEqual(FORMATTING['Context::Default']);
+    });
+
+    it('returns default formatting for null channel type', () => {
+      const result = getFormattingForEditor(null);
+
+      expect(result).toEqual(FORMATTING['Context::Default']);
+    });
+
+    it('returns default formatting for undefined channel type', () => {
+      const result = getFormattingForEditor(undefined);
+
+      expect(result).toEqual(FORMATTING['Context::Default']);
+    });
+
+    it('returns default formatting for empty string', () => {
+      const result = getFormattingForEditor('');
+
+      expect(result).toEqual(FORMATTING['Context::Default']);
+    });
+  });
+
+  describe('return value structure', () => {
+    it('always returns an object with marks, nodes, and menu properties', () => {
+      const result = getFormattingForEditor('Channel::Email');
+
+      expect(result).toHaveProperty('marks');
+      expect(result).toHaveProperty('nodes');
+      expect(result).toHaveProperty('menu');
+      expect(Array.isArray(result.marks)).toBe(true);
+      expect(Array.isArray(result.nodes)).toBe(true);
+      expect(Array.isArray(result.menu)).toBe(true);
+    });
+  });
+});
+
+describe('stripUnsupportedFormatting', () => {
+  describe('when schema supports all formatting', () => {
+    const fullSchema = {
+      marks: { strong: {}, em: {}, code: {}, strike: {}, link: {} },
+      nodes: { bulletList: {}, orderedList: {}, codeBlock: {}, blockquote: {} },
+    };
+
+    it('preserves all formatting when schema supports it', () => {
+      const content = '**bold** and *italic* and `code`';
+      expect(stripUnsupportedFormatting(content, fullSchema)).toBe(content);
+    });
+
+    it('preserves links when schema supports them', () => {
+      const content = 'Check [this link](https://example.com)';
+      expect(stripUnsupportedFormatting(content, fullSchema)).toBe(content);
+    });
+
+    it('preserves lists when schema supports them', () => {
+      const content = '- item 1\n- item 2\n1. first\n2. second';
+      expect(stripUnsupportedFormatting(content, fullSchema)).toBe(content);
+    });
+  });
+
+  describe('when schema has no formatting support (eg:SMS channel)', () => {
+    const emptySchema = {
+      marks: {},
+      nodes: {},
+    };
+
+    it('strips bold formatting', () => {
+      expect(stripUnsupportedFormatting('**bold text**', emptySchema)).toBe(
+        'bold text'
+      );
+      expect(stripUnsupportedFormatting('__bold text__', emptySchema)).toBe(
+        'bold text'
+      );
+    });
+
+    it('strips italic formatting', () => {
+      expect(stripUnsupportedFormatting('*italic text*', emptySchema)).toBe(
+        'italic text'
+      );
+      expect(stripUnsupportedFormatting('_italic text_', emptySchema)).toBe(
+        'italic text'
+      );
+    });
+
+    it('preserves underscores in URLs and mid-word positions', () => {
+      // Underscores in URLs should not be stripped as italic formatting
+      expect(
+        stripUnsupportedFormatting(
+          'https://www.chatwoot.com/new_first_second-third/ssd',
+          emptySchema
+        )
+      ).toBe('https://www.chatwoot.com/new_first_second-third/ssd');
+
+      // Underscores in variable names should not be stripped
+      expect(
+        stripUnsupportedFormatting('some_variable_name', emptySchema)
+      ).toBe('some_variable_name');
+
+      // But actual italic formatting with spaces should still be stripped
+      expect(
+        stripUnsupportedFormatting('hello _world_ there', emptySchema)
+      ).toBe('hello world there');
+    });
+
+    it('strips inline code formatting', () => {
+      expect(stripUnsupportedFormatting('`inline code`', emptySchema)).toBe(
+        'inline code'
+      );
+    });
+
+    it('strips strikethrough formatting', () => {
+      expect(stripUnsupportedFormatting('~~strikethrough~~', emptySchema)).toBe(
+        'strikethrough'
+      );
+    });
+
+    it('strips links but keeps text', () => {
+      expect(
+        stripUnsupportedFormatting(
+          'Check [this link](https://example.com)',
+          emptySchema
+        )
+      ).toBe('Check this link');
+    });
+
+    it('strips bullet list markers', () => {
+      expect(
+        stripUnsupportedFormatting('- item 1\n- item 2', emptySchema)
+      ).toBe('item 1\nitem 2');
+      expect(
+        stripUnsupportedFormatting('* item 1\n* item 2', emptySchema)
+      ).toBe('item 1\nitem 2');
+    });
+
+    it('strips ordered list markers', () => {
+      expect(
+        stripUnsupportedFormatting('1. first\n2. second', emptySchema)
+      ).toBe('first\nsecond');
+    });
+
+    it('strips code block markers', () => {
+      expect(
+        stripUnsupportedFormatting('```javascript\ncode here\n```', emptySchema)
+      ).toBe('code here\n');
+    });
+
+    it('strips blockquote markers', () => {
+      expect(stripUnsupportedFormatting('> quoted text', emptySchema)).toBe(
+        'quoted text'
+      );
+    });
+
+    it('handles complex content with multiple formatting types', () => {
+      const content =
+        '**Bold** and *italic* with `code` and [link](url)\n- list item';
+      const expected = 'Bold and italic with code and link\nlist item';
+      expect(stripUnsupportedFormatting(content, emptySchema)).toBe(expected);
+    });
+  });
+
+  describe('when schema has partial support', () => {
+    const partialSchema = {
+      marks: { strong: {}, em: {} },
+      nodes: {},
+    };
+
+    it('preserves supported marks and strips unsupported ones', () => {
+      const content = '**bold** and `code`';
+      expect(stripUnsupportedFormatting(content, partialSchema)).toBe(
+        '**bold** and code'
+      );
+    });
+
+    it('strips unsupported nodes but keeps supported marks', () => {
+      const content = '**bold** text\n- list item';
+      expect(stripUnsupportedFormatting(content, partialSchema)).toBe(
+        '**bold** text\nlist item'
+      );
+    });
+  });
+
+  describe('edge cases', () => {
+    it('returns content unchanged if content is empty', () => {
+      expect(stripUnsupportedFormatting('', {})).toBe('');
+    });
+
+    it('returns content unchanged if content is null', () => {
+      expect(stripUnsupportedFormatting(null, {})).toBe(null);
+    });
+
+    it('returns content unchanged if content is undefined', () => {
+      expect(stripUnsupportedFormatting(undefined, {})).toBe(undefined);
+    });
+
+    it('returns content unchanged if schema is null', () => {
+      expect(stripUnsupportedFormatting('**bold**', null)).toBe('**bold**');
+    });
+
+    it('handles nested formatting correctly', () => {
+      const emptySchema = { marks: {}, nodes: {} };
+      // After stripping bold (**), the remaining *and italic* becomes italic and is stripped too
+      expect(
+        stripUnsupportedFormatting('**bold *and italic***', emptySchema)
+      ).toBe('bold and italic');
+    });
+  });
+});
+
+describe('Menu positioning helpers', () => {
+  const mockEditorView = {
+    coordsAtPos: vi.fn((pos, bias) => {
+      // Return different coords based on position
+      if (bias === 1) return { top: 100, bottom: 120, left: 50, right: 100 };
+      return { top: 100, bottom: 120, left: 150, right: 200 };
+    }),
+  };
+
+  const wrapperRect = { top: 50, bottom: 300, left: 0, right: 400, width: 400 };
+
+  describe('getSelectionCoords', () => {
+    it('returns selection coordinates with onTop flag', () => {
+      const selection = { from: 0, to: 10 };
+      const result = getSelectionCoords(mockEditorView, selection, wrapperRect);
+
+      expect(result).toHaveProperty('start');
+      expect(result).toHaveProperty('end');
+      expect(result).toHaveProperty('selTop');
+      expect(result).toHaveProperty('onTop');
+    });
+  });
+
+  describe('getMenuAnchor', () => {
+    it('returns end.left when menu is below selection', () => {
+      const coords = { start: { left: 50 }, end: { left: 150 }, onTop: false };
+      expect(getMenuAnchor(coords, wrapperRect, false)).toBe(150);
+    });
+
+    it('returns start.left for LTR when menu is above and visible', () => {
+      const coords = { start: { top: 100, left: 50 }, end: {}, onTop: true };
+      expect(getMenuAnchor(coords, wrapperRect, false)).toBe(50);
+    });
+
+    it('returns start.right for RTL when menu is above and visible', () => {
+      const coords = { start: { top: 100, right: 100 }, end: {}, onTop: true };
+      expect(getMenuAnchor(coords, wrapperRect, true)).toBe(100);
+    });
+  });
+
+  describe('calculateMenuPosition', () => {
+    it('returns bounded left and top positions', () => {
+      const coords = {
+        start: { top: 100, bottom: 120, left: 50 },
+        end: { top: 100, bottom: 120, left: 150 },
+        selTop: 100,
+        onTop: false,
+      };
+      const result = calculateMenuPosition(coords, wrapperRect, false);
+
+      expect(result).toHaveProperty('left');
+      expect(result).toHaveProperty('top');
+      expect(result).toHaveProperty('width', 300);
+      expect(result.left).toBeGreaterThanOrEqual(0);
+    });
+  });
+});

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

@@ -20,8 +20,7 @@
       "CHANGE_STATUS": "Change status",
       "SNOOZE_UNTIL": "Snooze",
       "UPDATE_SUCCESFUL": "Conversation status updated successfully.",
-      "UPDATE_FAILED": "Failed to update conversations. Please try again.",
-      "REQUIRED_ATTRIBUTES_MISSING": "Some conversations need required attributes before resolving and were skipped."
+      "UPDATE_FAILED": "Failed to update conversations. Please try again."
     },
     "LABELS": {
       "ASSIGN_LABELS": "Assign labels",

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

@@ -196,7 +196,6 @@
       "INSERT_READ_MORE": "Read more",
       "DISMISS_REPLY": "Dismiss reply",
       "REPLYING_TO": "Replying to:",
-      "TIP_FORMAT_ICON": "Show rich text editor",
       "TIP_EMOJI_ICON": "Show emoji selector",
       "TIP_ATTACH_ICON": "Attach files",
       "TIP_AUDIORECORDER_ICON": "Record audio",

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

@@ -377,8 +377,7 @@
       "INFO_SHORT": "Automatically mark offline when you aren't using the app."
     },
     "DOCS": "Read docs",
-    "SECURITY": "Security",
-    "CONVERSATION_WORKFLOW": "Conversation Workflow"
+    "SECURITY": "Security"
   },
   "BILLING_SETTINGS": {
     "TITLE": "Billing",
@@ -400,15 +399,39 @@
       "DESCRIPTION": "Manage usage and credits for Captain AI.",
       "BUTTON_TXT": "Buy more credits",
       "DOCUMENTS": "Documents",
-      "RESPONSES": "Responses",
-      "UPGRADE": "Captain is not available on the free plan, upgrade now to get access to assistants, copilot and more."
+      "RESPONSES": "Credits",
+      "UPGRADE": "Captain is not available on the free plan, upgrade now to get access to assistants, copilot and more.",
+      "REFRESH_CREDITS": "Refresh"
     },
     "CHAT_WITH_US": {
       "TITLE": "Need help?",
       "DESCRIPTION": "Do you face any issues in billing? We are here to help.",
       "BUTTON_TXT": "Chat with us"
     },
-    "NO_BILLING_USER": "Your billing account is being configured. Please refresh the page and try again."
+    "NO_BILLING_USER": "Your billing account is being configured. Please refresh the page and try again.",
+    "TOPUP": {
+      "BUY_CREDITS": "Buy more credits",
+      "MODAL_TITLE": "Buy AI Credits",
+      "MODAL_DESCRIPTION": "Purchase additional credits for Captain AI.",
+      "CREDITS": "CREDITS",
+      "ONE_TIME": "one-time",
+      "POPULAR": "Most Popular",
+      "NOTE_TITLE": "Note:",
+      "NOTE_DESCRIPTION": "Credits are added immediately and expire in 6 months. An active subscription is required to use credits. Purchased credits are consumed after your monthly plan credits.",
+      "CANCEL": "Cancel",
+      "PURCHASE": "Purchase Credits",
+      "LOADING": "Loading options...",
+      "FETCH_ERROR": "Failed to load credit options. Please try again.",
+      "PURCHASE_ERROR": "Failed to process purchase. Please try again.",
+      "PURCHASE_SUCCESS": "Successfully added {credits} credits to your account",
+      "CONFIRM": {
+        "TITLE": "Confirm Purchase",
+        "DESCRIPTION": "You are about to purchase {credits} credits for {amount}.",
+        "INSTANT_DEDUCTION_NOTE": "Your saved card will be charged immediately upon confirmation.",
+        "GO_BACK": "Go Back",
+        "CONFIRM_PURCHASE": "Confirm Purchase"
+      }
+    }
   },
   "SECURITY_SETTINGS": {
     "TITLE": "Security",
@@ -482,46 +505,6 @@
       }
     }
   },
-  "CONVERSATION_WORKFLOW": {
-    "INDEX": {
-      "HEADER": {
-        "TITLE": "Conversation Workflows",
-        "DESCRIPTION": "Configure rules and required fields for conversation resolution."
-      }
-    },
-    "REQUIRED_ATTRIBUTES": {
-      "TITLE": "Attributes required on resolution",
-      "DESCRIPTION": "When resolving a conversation, agents will be prompted to fill these attributes if they haven't yet.",
-      "NO_ATTRIBUTES": "No attributes added yet",
-      "ADD": {
-        "TITLE": "Add Attributes",
-        "SEARCH_PLACEHOLDER": "Search attributes"
-      },
-      "SAVE": {
-        "SUCCESS": "Required attributes updated",
-        "ERROR": "Could not update required attributes, please try again"
-      },
-      "MODAL": {
-        "TITLE": "Resolve conversation",
-        "DESCRIPTION": "Please fill in the following custom attributes before resolving this conversation",
-        "ACTIONS": {
-          "RESOLVE": "Resolve conversation",
-          "CANCEL": "Cancel"
-        },
-        "PLACEHOLDERS": {
-          "TEXT": "Write a note...",
-          "NUMBER": "Enter a number",
-          "LINK": "Add a link",
-          "DATE": "Pick a date",
-          "LIST": "Select an option"
-        },
-        "CHECKBOX": {
-          "YES": "Yes",
-          "NO": "No"
-        }
-      }
-    }
-  },
   "CREATE_ACCOUNT": {
     "NO_ACCOUNT_WARNING": "Uh oh! We could not find any Chatwoot accounts. Please create a new account to continue.",
     "NEW_ACCOUNT": "New Account",

app/javascript/dashboard/routes/dashboard/conversation/ContactPanel.vue

@@ -5,7 +5,9 @@ import {
   useFunctionGetter,
   useStore,
 } from 'dashboard/composables/store';
+import { useAccount } from 'dashboard/composables/useAccount';
 import { useUISettings } from 'dashboard/composables/useUISettings';
+import { FEATURE_FLAGS } from 'dashboard/featureFlags';
 
 import AccordionItem from 'dashboard/components/Accordion/AccordionItem.vue';
 import ContactConversations from './ContactConversations.vue';
@@ -52,12 +54,22 @@ const isShopifyFeatureEnabled = computed(
   () => shopifyIntegration.value.enabled
 );
 
+const { isCloudFeatureEnabled } = useAccount();
+
+const isLinearFeatureEnabled = computed(() =>
+  isCloudFeatureEnabled(FEATURE_FLAGS.LINEAR)
+);
+
 const linearIntegration = useFunctionGetter(
   'integrations/getIntegration',
   'linear'
 );
 
-const isLinearIntegrationEnabled = computed(
+const isLinearClientIdConfigured = computed(() => {
+  return !!linearIntegration.value?.id;
+});
+
+const isLinearConnected = computed(
   () => linearIntegration.value?.enabled || false
 );
 
@@ -238,7 +250,13 @@ onMounted(() => {
               <MacrosList :conversation-id="conversationId" />
             </AccordionItem>
           </woot-feature-toggle>
-          <div v-else-if="element.name === 'linear_issues'">
+          <div
+            v-else-if="
+              element.name === 'linear_issues' &&
+              isLinearFeatureEnabled &&
+              isLinearClientIdConfigured
+            "
+          >
             <AccordionItem
               :title="$t('CONVERSATION_SIDEBAR.ACCORDION.LINEAR_ISSUES')"
               :is-open="isContactSidebarItemOpen('is_linear_issues_open')"
@@ -247,7 +265,7 @@ onMounted(() => {
                 value => toggleSidebarUIState('is_linear_issues_open', value)
               "
             >
-              <LinearSetupCTA v-if="!isLinearIntegrationEnabled" />
+              <LinearSetupCTA v-if="!isLinearConnected" />
               <LinearIssuesList v-else :conversation-id="conversationId" />
             </AccordionItem>
           </div>

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

@@ -2,32 +2,20 @@
 import { computed, onMounted, ref } from 'vue';
 import BaseSettingsHeader from '../components/BaseSettingsHeader.vue';
 import AddAttribute from './AddAttribute.vue';
-import EditAttribute from './EditAttribute.vue';
+import CustomAttribute from './CustomAttribute.vue';
 import SettingsLayout from '../SettingsLayout.vue';
 import Button from 'dashboard/components-next/button/Button.vue';
-import TabBar from 'dashboard/components-next/tabbar/TabBar.vue';
-import AttributeListItem from 'dashboard/components-next/ConversationWorkflow/AttributeListItem.vue';
 import { useI18n } from 'vue-i18n';
-import {
-  useStoreGetters,
-  useStore,
-  useMapGetter,
-} from 'dashboard/composables/store';
-import { useAccount } from 'dashboard/composables/useAccount';
+import { useStoreGetters, useStore } from 'dashboard/composables/store';
 
 const { t } = useI18n();
 
 const getters = useStoreGetters();
 const store = useStore();
-const { currentAccount } = useAccount();
-const inboxes = useMapGetter('inboxes/getInboxes');
 
 const showAddPopup = ref(false);
 const selectedTabIndex = ref(0);
 const uiFlags = computed(() => getters['attributes/getUIFlags'].value);
-const showEditPopup = ref(false);
-const showDeletePopup = ref(false);
-const selectedAttribute = ref({});
 
 const openAddPopup = () => {
   showAddPopup.value = true;
@@ -35,14 +23,6 @@ const openAddPopup = () => {
 const hideAddPopup = () => {
   showAddPopup.value = false;
 };
-const hideEditPopup = () => {
-  showEditPopup.value = false;
-  selectedAttribute.value = {};
-};
-const closeDelete = () => {
-  showDeletePopup.value = false;
-  selectedAttribute.value = {};
-};
 
 const tabs = computed(() => {
   return [
@@ -69,63 +49,9 @@ const attributes = computed(() =>
   getters['attributes/getAttributesByModel'].value(attributeModel.value)
 );
 
-const onClickTabChange = payload => {
-  selectedTabIndex.value = typeof payload === 'number' ? payload : payload?.key;
+const onClickTabChange = index => {
+  selectedTabIndex.value = index;
 };
-
-const handleEditAttribute = attribute => {
-  selectedAttribute.value = attribute;
-  showEditPopup.value = true;
-};
-
-const handleDeleteAttribute = attribute => {
-  selectedAttribute.value = attribute;
-  showDeletePopup.value = true;
-};
-
-const requiredAttributeKeys = computed(
-  () => currentAccount.value?.settings?.conversation_required_attributes || []
-);
-
-const hasPreChatBadge = attribute => {
-  return (inboxes.value || []).some(inbox => {
-    const fields =
-      inbox?.pre_chat_form_options?.pre_chat_fields ||
-      inbox?.channel?.pre_chat_form_options?.pre_chat_fields ||
-      [];
-    return fields.some(field => field.name === attribute.attribute_key);
-  });
-};
-
-const buildBadges = attribute => {
-  const badges = [];
-  if (hasPreChatBadge(attribute)) {
-    badges.push({
-      type: 'pre-chat',
-    });
-  }
-
-  if (
-    attribute.attribute_model === 'conversation_attribute' &&
-    requiredAttributeKeys.value.includes(attribute.attribute_key)
-  ) {
-    badges.push({
-      type: 'resolution',
-    });
-  }
-
-  return badges;
-};
-
-const derivedAttributes = computed(() =>
-  attributes.value.map(attribute => ({
-    ...attribute,
-    label: attribute.attribute_display_name,
-    type: attribute.attribute_display_type,
-    value: attribute.attribute_key,
-    badges: buildBadges(attribute),
-  }))
-);
 </script>
 
 <template>
@@ -151,25 +77,27 @@ const derivedAttributes = computed(() =>
         </template>
       </BaseSettingsHeader>
     </template>
-    <template #body>
-      <div class="flex flex-col gap-6">
-        <TabBar
-          :tabs="tabs.map(tab => ({ label: tab.name, key: tab.key }))"
-          :initial-active-tab="selectedTabIndex"
-          class="max-w-xl"
-          @change="onClickTabChange"
+    <template #preBody>
+      <woot-tabs
+        class="font-medium [&_ul]:p-0 mb-4"
+        :index="selectedTabIndex"
+        @change="onClickTabChange"
+      >
+        <woot-tabs-item
+          v-for="(tab, index) in tabs"
+          :key="tab.key"
+          :index="index"
+          :name="tab.name"
+          :show-badge="false"
+          is-compact
         />
-        <div class="grid gap-3">
-          <AttributeListItem
-            v-for="attribute in derivedAttributes"
-            :key="attribute.id"
-            :attribute="attribute"
-            :badges="attribute.badges"
-            @edit="handleEditAttribute"
-            @delete="handleDeleteAttribute"
-          />
-        </div>
-      </div>
+      </woot-tabs>
+    </template>
+    <template #body>
+      <CustomAttribute
+        :key="attributeModel"
+        :attribute-model="attributeModel"
+      />
     </template>
     <AddAttribute
       v-if="showAddPopup"
@@ -177,39 +105,5 @@ const derivedAttributes = computed(() =>
       :on-close="hideAddPopup"
       :selected-attribute-model-tab="selectedTabIndex"
     />
-    <woot-modal v-model:show="showEditPopup" :on-close="hideEditPopup">
-      <EditAttribute
-        :selected-attribute="selectedAttribute"
-        :is-updating="uiFlags.isUpdating"
-        @on-close="hideEditPopup"
-      />
-    </woot-modal>
-    <woot-confirm-delete-modal
-      v-if="showDeletePopup"
-      v-model:show="showDeletePopup"
-      :title="
-        $t('ATTRIBUTES_MGMT.DELETE.CONFIRM.TITLE', {
-          attributeName: selectedAttribute.attribute_display_name,
-        })
-      "
-      :message="$t('ATTRIBUTES_MGMT.DELETE.CONFIRM.MESSAGE')"
-      :confirm-text="`${$t('ATTRIBUTES_MGMT.DELETE.CONFIRM.YES')} ${
-        selectedAttribute.attribute_display_name || ''
-      }`"
-      :reject-text="$t('ATTRIBUTES_MGMT.DELETE.CONFIRM.NO')"
-      :confirm-value="selectedAttribute.attribute_display_name"
-      :confirm-place-holder-text="
-        $t('ATTRIBUTES_MGMT.DELETE.CONFIRM.PLACE_HOLDER', {
-          attributeName: selectedAttribute.attribute_display_name,
-        })
-      "
-      @on-confirm="
-        () => {
-          store.dispatch('attributes/delete', selectedAttribute.id);
-          closeDelete();
-        }
-      "
-      @on-close="closeDelete"
-    />
   </SettingsLayout>
 </template>

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

@@ -11,6 +11,7 @@ import BillingMeter from './components/BillingMeter.vue';
 import BillingCard from './components/BillingCard.vue';
 import BillingHeader from './components/BillingHeader.vue';
 import DetailItem from './components/DetailItem.vue';
+import PurchaseCreditsModal from './components/PurchaseCreditsModal.vue';
 import BaseSettingsHeader from '../components/BaseSettingsHeader.vue';
 import SettingsLayout from '../SettingsLayout.vue';
 import ButtonV4 from 'next/button/Button.vue';
@@ -23,6 +24,7 @@ const {
   documentLimits,
   responseLimits,
   fetchLimits,
+  isFetchingLimits,
 } = useCaptain();
 
 const uiFlags = useMapGetter('accounts/getUIFlags');
@@ -32,6 +34,7 @@ const BILLING_REFRESH_ATTEMPTED = 'billing_refresh_attempted';
 
 // State for handling refresh attempts and loading
 const isWaitingForBilling = ref(false);
+const purchaseCreditsModalRef = ref(null);
 
 const customAttributes = computed(() => {
   return currentAccount.value.custom_attributes || {};
@@ -45,6 +48,11 @@ const planName = computed(() => {
   return customAttributes.value.plan_name;
 });
 
+const canPurchaseCredits = computed(() => {
+  const plan = planName.value?.toLowerCase();
+  return plan && plan !== 'hacker';
+});
+
 /**
  * Computed property for subscribed quantity
  * @returns {number|undefined}
@@ -71,8 +79,9 @@ const hasABillingPlan = computed(() => {
 const fetchAccountDetails = async () => {
   if (!hasABillingPlan.value) {
     await store.dispatch('accounts/subscription');
-    fetchLimits();
   }
+  // Always fetch limits for billing page to show credit usage
+  fetchLimits();
 };
 
 const handleBillingPageLogic = async () => {
@@ -119,6 +128,15 @@ const onToggleChatWindow = () => {
   }
 };
 
+const openPurchaseCreditsModal = () => {
+  purchaseCreditsModalRef.value?.open();
+};
+
+const handleTopupSuccess = () => {
+  // Refresh limits to show updated credit balance
+  fetchLimits();
+};
+
 onMounted(handleBillingPageLogic);
 </script>
 
@@ -178,9 +196,27 @@ onMounted(handleBillingPageLogic);
           :description="$t('BILLING_SETTINGS.CAPTAIN.DESCRIPTION')"
         >
           <template #action>
-            <ButtonV4 sm faded slate disabled>
-              {{ $t('BILLING_SETTINGS.CAPTAIN.BUTTON_TXT') }}
-            </ButtonV4>
+            <div class="flex gap-2">
+              <ButtonV4
+                sm
+                flushed
+                slate
+                icon="i-lucide-refresh-cw"
+                :is-loading="isFetchingLimits"
+                @click="fetchLimits"
+              >
+                {{ $t('BILLING_SETTINGS.CAPTAIN.REFRESH_CREDITS') }}
+              </ButtonV4>
+              <ButtonV4
+                v-if="canPurchaseCredits"
+                sm
+                solid
+                blue
+                @click="openPurchaseCreditsModal"
+              >
+                {{ $t('BILLING_SETTINGS.TOPUP.BUY_CREDITS') }}
+              </ButtonV4>
+            </div>
           </template>
           <div v-if="captainLimits && responseLimits" class="px-5">
             <BillingMeter
@@ -223,6 +259,10 @@ onMounted(handleBillingPageLogic);
           </ButtonV4>
         </BillingHeader>
       </section>
+      <PurchaseCreditsModal
+        ref="purchaseCreditsModalRef"
+        @success="handleTopupSuccess"
+      />
     </template>
   </SettingsLayout>
 </template>

app/javascript/dashboard/routes/dashboard/settings/billing/components/CreditPackageCard.vue

@@ -0,0 +1,101 @@
+<script setup>
+defineProps({
+  credits: {
+    type: Number,
+    required: true,
+  },
+  amount: {
+    type: Number,
+    required: true,
+  },
+  currency: {
+    type: String,
+    default: 'usd',
+  },
+  isSelected: {
+    type: Boolean,
+    default: false,
+  },
+  isPopular: {
+    type: Boolean,
+    default: false,
+  },
+  name: {
+    type: String,
+    required: true,
+  },
+});
+
+const emit = defineEmits(['select']);
+
+const formatCredits = credits => {
+  return credits.toLocaleString();
+};
+
+const formatAmount = (amount, currency) => {
+  return new Intl.NumberFormat('en-US', {
+    style: 'currency',
+    currency: currency.toUpperCase(),
+    minimumFractionDigits: 0,
+  }).format(amount);
+};
+</script>
+
+<template>
+  <label
+    class="relative flex flex-col p-6 border-2 rounded-xl transition-all cursor-pointer bg-n-solid-1 hover:bg-n-solid-2"
+    :class="[
+      isSelected ? 'border-woot-500' : 'border-n-weak hover:border-n-strong',
+    ]"
+  >
+    <input
+      type="radio"
+      :name="name"
+      :value="credits"
+      :checked="isSelected"
+      class="sr-only"
+      @change="emit('select')"
+    />
+    <span
+      v-if="isPopular"
+      class="absolute -top-3 left-4 px-3 py-1 text-xs font-medium rounded"
+      :class="
+        isSelected ? 'bg-woot-500 text-white' : 'bg-n-solid-3 text-n-slate-11'
+      "
+    >
+      {{ $t('BILLING_SETTINGS.TOPUP.POPULAR') }}
+    </span>
+    <div
+      v-if="isSelected"
+      class="absolute top-4 right-4 flex items-center justify-center w-6 h-6 rounded-full bg-woot-500"
+    >
+      <svg
+        class="w-4 h-4 text-white"
+        fill="none"
+        stroke="currentColor"
+        viewBox="0 0 24 24"
+      >
+        <path
+          stroke-linecap="round"
+          stroke-linejoin="round"
+          stroke-width="2"
+          d="M5 13l4 4L19 7"
+        />
+      </svg>
+    </div>
+    <span class="text-3xl font-normal text-n-slate-12 mb-2 tracking-tighter">
+      {{ formatCredits(credits) }}
+    </span>
+    <span
+      class="text-xs font-normal text-n-slate-11 uppercase tracking-tight mb-6"
+    >
+      {{ $t('BILLING_SETTINGS.TOPUP.CREDITS') }}
+    </span>
+    <span class="text-2xl font-normal text-n-slate-12 tracking-tight">
+      {{ formatAmount(amount, currency) }}
+      <span class="text-sm text-n-slate-11 ml-0.5">{{
+        $t('BILLING_SETTINGS.TOPUP.ONE_TIME')
+      }}</span>
+    </span>
+  </label>
+</template>

app/javascript/dashboard/routes/dashboard/settings/billing/components/PurchaseCreditsModal.vue

@@ -0,0 +1,220 @@
+<script setup>
+import { ref, computed } from 'vue';
+import { useI18n } from 'vue-i18n';
+import { useAlert } from 'dashboard/composables';
+import Dialog from 'dashboard/components-next/dialog/Dialog.vue';
+import Button from 'dashboard/components-next/button/Button.vue';
+import CreditPackageCard from './CreditPackageCard.vue';
+import EnterpriseAccountAPI from 'dashboard/api/enterprise/account';
+
+const emit = defineEmits(['close', 'success']);
+
+const { t } = useI18n();
+
+const TOPUP_OPTIONS = [
+  { credits: 1000, amount: 20.0, currency: 'usd' },
+  { credits: 2500, amount: 50.0, currency: 'usd' },
+  { credits: 6000, amount: 100.0, currency: 'usd' },
+  { credits: 12000, amount: 200.0, currency: 'usd' },
+];
+
+const POPULAR_CREDITS_AMOUNT = 6000;
+const STEP_SELECT = 'select';
+const STEP_CONFIRM = 'confirm';
+
+const dialogRef = ref(null);
+const selectedCredits = ref(null);
+const isLoading = ref(false);
+const currentStep = ref(STEP_SELECT);
+
+const selectedOption = computed(() => {
+  return TOPUP_OPTIONS.find(o => o.credits === selectedCredits.value);
+});
+
+const formattedAmount = computed(() => {
+  if (!selectedOption.value) return '';
+  return new Intl.NumberFormat('en-US', {
+    style: 'currency',
+    currency: selectedOption.value.currency.toUpperCase(),
+  }).format(selectedOption.value.amount);
+});
+
+const formattedCredits = computed(() => {
+  if (!selectedOption.value) return '';
+  return selectedOption.value.credits.toLocaleString();
+});
+
+const dialogTitle = computed(() => {
+  return currentStep.value === STEP_SELECT
+    ? t('BILLING_SETTINGS.TOPUP.MODAL_TITLE')
+    : t('BILLING_SETTINGS.TOPUP.CONFIRM.TITLE');
+});
+
+const dialogDescription = computed(() => {
+  return currentStep.value === STEP_SELECT
+    ? t('BILLING_SETTINGS.TOPUP.MODAL_DESCRIPTION')
+    : '';
+});
+
+const dialogWidth = computed(() => {
+  return currentStep.value === STEP_SELECT ? 'xl' : 'md';
+});
+
+const handlePackageSelect = credits => {
+  selectedCredits.value = credits;
+};
+
+const open = () => {
+  const popularOption = TOPUP_OPTIONS.find(
+    o => o.credits === POPULAR_CREDITS_AMOUNT
+  );
+  selectedCredits.value = popularOption?.credits || TOPUP_OPTIONS[0]?.credits;
+  currentStep.value = STEP_SELECT;
+  isLoading.value = false;
+  dialogRef.value?.open();
+};
+
+const close = () => {
+  dialogRef.value?.close();
+};
+
+const handleClose = () => {
+  emit('close');
+};
+
+const goToConfirmStep = () => {
+  if (!selectedOption.value) return;
+  currentStep.value = STEP_CONFIRM;
+};
+
+const goBackToSelectStep = () => {
+  currentStep.value = STEP_SELECT;
+};
+
+const handlePurchase = async () => {
+  if (!selectedOption.value) return;
+
+  isLoading.value = true;
+  try {
+    const response = await EnterpriseAccountAPI.createTopupCheckout(
+      selectedOption.value.credits
+    );
+
+    close();
+    emit('success', response.data);
+    useAlert(
+      t('BILLING_SETTINGS.TOPUP.PURCHASE_SUCCESS', {
+        credits: response.data.credits,
+      })
+    );
+  } catch (error) {
+    const errorMessage =
+      error.response?.data?.error || t('BILLING_SETTINGS.TOPUP.PURCHASE_ERROR');
+    useAlert(errorMessage);
+  } finally {
+    isLoading.value = false;
+  }
+};
+
+defineExpose({ open, close });
+</script>
+
+<template>
+  <Dialog
+    ref="dialogRef"
+    :title="dialogTitle"
+    :description="dialogDescription"
+    :width="dialogWidth"
+    :show-confirm-button="false"
+    :show-cancel-button="false"
+    @close="handleClose"
+  >
+    <!-- Step 1: Select Credits Package -->
+    <template v-if="currentStep === 'select'">
+      <div class="grid grid-cols-2 gap-4">
+        <CreditPackageCard
+          v-for="option in TOPUP_OPTIONS"
+          :key="option.credits"
+          name="credit-package"
+          :credits="option.credits"
+          :amount="option.amount"
+          :currency="option.currency"
+          :is-popular="option.credits === POPULAR_CREDITS_AMOUNT"
+          :is-selected="selectedCredits === option.credits"
+          @select="handlePackageSelect(option.credits)"
+        />
+      </div>
+
+      <div class="p-4 mt-6 rounded-lg bg-n-solid-2 border border-n-weak">
+        <p class="text-sm text-n-slate-11">
+          <span class="font-semibold text-n-slate-12">{{
+            $t('BILLING_SETTINGS.TOPUP.NOTE_TITLE')
+          }}</span>
+          {{ $t('BILLING_SETTINGS.TOPUP.NOTE_DESCRIPTION') }}
+        </p>
+      </div>
+    </template>
+
+    <!-- Step 2: Confirm Purchase -->
+    <template v-else>
+      <div class="flex flex-col gap-4">
+        <p class="text-sm text-n-slate-11">
+          {{
+            $t('BILLING_SETTINGS.TOPUP.CONFIRM.DESCRIPTION', {
+              credits: formattedCredits,
+              amount: formattedAmount,
+            })
+          }}
+        </p>
+
+        <div class="p-2.5 rounded-lg bg-n-amber-2 border border-n-amber-6">
+          <p class="text-sm text-n-amber-11">
+            {{ $t('BILLING_SETTINGS.TOPUP.CONFIRM.INSTANT_DEDUCTION_NOTE') }}
+          </p>
+        </div>
+      </div>
+    </template>
+
+    <template #footer>
+      <!-- Step 1 Footer -->
+      <div
+        v-if="currentStep === 'select'"
+        class="flex items-center justify-between w-full gap-3"
+      >
+        <Button
+          variant="faded"
+          color="slate"
+          :label="$t('BILLING_SETTINGS.TOPUP.CANCEL')"
+          class="w-full"
+          @click="close"
+        />
+        <Button
+          color="blue"
+          :label="$t('BILLING_SETTINGS.TOPUP.PURCHASE')"
+          class="w-full"
+          :disabled="!selectedCredits"
+          @click="goToConfirmStep"
+        />
+      </div>
+
+      <!-- Step 2 Footer -->
+      <div v-else class="flex items-center justify-between w-full gap-3">
+        <Button
+          variant="faded"
+          color="slate"
+          :label="$t('BILLING_SETTINGS.TOPUP.CONFIRM.GO_BACK')"
+          class="w-full"
+          :disabled="isLoading"
+          @click="goBackToSelectStep"
+        />
+        <Button
+          color="blue"
+          :label="$t('BILLING_SETTINGS.TOPUP.CONFIRM.CONFIRM_PURCHASE')"
+          class="w-full"
+          :is-loading="isLoading"
+          @click="handlePurchase"
+        />
+      </div>
+    </template>
+  </Dialog>
+</template>

app/javascript/dashboard/routes/dashboard/settings/canned/AddCanned.vue

@@ -110,6 +110,7 @@ export default {
               v-model="content"
               class="message-editor [&>div]:px-1"
               :class="{ editor_warning: v$.content.$error }"
+              channel-type="Context::Default"
               enable-variables
               :enable-canned-responses="false"
               :placeholder="$t('CANNED_MGMT.ADD.FORM.CONTENT.PLACEHOLDER')"

app/javascript/dashboard/routes/dashboard/settings/canned/EditCanned.vue

@@ -114,6 +114,7 @@ export default {
               v-model="content"
               class="message-editor [&>div]:px-1"
               :class="{ editor_warning: v$.content.$error }"
+              channel-type="Context::Default"
               enable-variables
               :enable-canned-responses="false"
               :placeholder="$t('CANNED_MGMT.EDIT.FORM.CONTENT.PLACEHOLDER')"

app/javascript/dashboard/routes/dashboard/settings/conversationWorkflow/conversationWorkflow.routes.js

@@ -1,28 +0,0 @@
-import { frontendURL } from '../../../../helper/URLHelper';
-import SettingsWrapper from '../SettingsWrapper.vue';
-import ConversationWorkflowIndex from './Index.vue';
-
-export default {
-  routes: [
-    {
-      path: frontendURL('accounts/:accountId/settings/conversation-workflow'),
-      component: SettingsWrapper,
-      children: [
-        {
-          path: '',
-          redirect: to => {
-            return { name: 'conversation_workflow_index', params: to.params };
-          },
-        },
-        {
-          path: 'index',
-          name: 'conversation_workflow_index',
-          component: ConversationWorkflowIndex,
-          meta: {
-            permissions: ['administrator'],
-          },
-        },
-      ],
-    },
-  ],
-};

app/javascript/dashboard/routes/dashboard/settings/conversationWorkflow/index.vue

@@ -1,28 +0,0 @@
-<script setup>
-import BaseSettingsHeader from '../components/BaseSettingsHeader.vue';
-import SettingsLayout from '../SettingsLayout.vue';
-import ConversationRequiredAttributes from 'dashboard/components-next/ConversationWorkflow/ConversationRequiredAttributes.vue';
-</script>
-
-<template>
-  <SettingsLayout :no-records-found="false" class="gap-10">
-    <template #header>
-      <BaseSettingsHeader
-        :title="$t('CONVERSATION_WORKFLOW.INDEX.HEADER.TITLE')"
-        :description="$t('CONVERSATION_WORKFLOW.INDEX.HEADER.DESCRIPTION')"
-        feature-name="assignment-policy"
-      />
-    </template>
-
-    <template #body>
-      <div class="flex">
-        <ConversationRequiredAttributes
-          :title="$t('CONVERSATION_WORKFLOW.REQUIRED_ATTRIBUTES.TITLE')"
-          :description="
-            $t('CONVERSATION_WORKFLOW.REQUIRED_ATTRIBUTES.DESCRIPTION')
-          "
-        />
-      </div>
-    </template>
-  </SettingsLayout>
-</template>

app/javascript/dashboard/routes/dashboard/settings/inbox/Settings.vue

@@ -27,7 +27,6 @@ import { FEATURE_FLAGS } from '../../../../featureFlags';
 import SenderNameExamplePreview from './components/SenderNameExamplePreview.vue';
 import NextButton from 'dashboard/components-next/button/Button.vue';
 import { INBOX_TYPES } from 'dashboard/helper/inbox';
-import { WIDGET_BUILDER_EDITOR_MENU_OPTIONS } from 'dashboard/constants/editor';
 import { getInboxIconByType } from 'dashboard/helper/inbox';
 import Editor from 'dashboard/components-next/Editor/Editor.vue';
 
@@ -81,7 +80,6 @@ export default {
       selectedTabIndex: 0,
       selectedPortalSlug: '',
       showBusinessNameInput: false,
-      welcomeTaglineEditorMenuOptions: WIDGET_BUILDER_EDITOR_MENU_OPTIONS,
       healthData: null,
       isLoadingHealth: false,
       healthError: null,
@@ -626,7 +624,7 @@ export default {
               )
             "
             :max-length="255"
-            :enabled-menu-options="welcomeTaglineEditorMenuOptions"
+            channel-type="Context::InboxSettings"
           />
 
           <label v-if="isAWebWidgetInbox" class="pb-4">

app/javascript/dashboard/routes/dashboard/settings/inbox/WidgetBuilder.vue

@@ -7,7 +7,6 @@ import { useVuelidate } from '@vuelidate/core';
 import { required } from '@vuelidate/validators';
 import { LOCAL_STORAGE_KEYS } from 'dashboard/constants/localStorage';
 import { LocalStorage } from 'shared/helpers/localStorage';
-import { WIDGET_BUILDER_EDITOR_MENU_OPTIONS } from 'dashboard/constants/editor';
 import NextButton from 'dashboard/components-next/button/Button.vue';
 import Avatar from 'next/avatar/Avatar.vue';
 import Editor from 'dashboard/components-next/Editor/Editor.vue';
@@ -76,7 +75,6 @@ export default {
           checked: false,
         },
       ],
-      welcomeTaglineEditorMenuOptions: WIDGET_BUILDER_EDITOR_MENU_OPTIONS,
     };
   },
   computed: {
@@ -337,7 +335,7 @@ export default {
                 )
               "
               :max-length="255"
-              :enabled-menu-options="welcomeTaglineEditorMenuOptions"
+              channel-type="Context::InboxSettings"
               class="mb-4"
             />
             <label>

app/javascript/dashboard/routes/dashboard/settings/inbox/channels/Website.vue

@@ -5,7 +5,6 @@ import router from '../../../../index';
 import NextButton from 'dashboard/components-next/button/Button.vue';
 import PageHeader from '../../SettingsSubPageHeader.vue';
 import GreetingsEditor from 'shared/components/GreetingsEditor.vue';
-import { WIDGET_BUILDER_EDITOR_MENU_OPTIONS } from 'dashboard/constants/editor';
 import Editor from 'dashboard/components-next/Editor/Editor.vue';
 
 export default {
@@ -24,7 +23,6 @@ export default {
       channelWelcomeTagline: '',
       greetingEnabled: false,
       greetingMessage: '',
-      welcomeTaglineEditorMenuOptions: WIDGET_BUILDER_EDITOR_MENU_OPTIONS,
     };
   },
   computed: {
@@ -147,7 +145,7 @@ export default {
           )
         "
         :max-length="255"
-        :enabled-menu-options="welcomeTaglineEditorMenuOptions"
+        channel-type="Context::InboxSettings"
         class="mb-4"
       />
 

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

@@ -1,7 +1,6 @@
 <script setup>
 import { ref, watch } from 'vue';
 import WootMessageEditor from 'dashboard/components/widgets/WootWriter/Editor.vue';
-import { MESSAGE_SIGNATURE_EDITOR_MENU_OPTIONS } from 'dashboard/constants/editor';
 import NextButton from 'dashboard/components-next/button/Button.vue';
 
 const props = defineProps({
@@ -12,7 +11,6 @@ const props = defineProps({
 });
 
 const emit = defineEmits(['updateSignature']);
-const customEditorMenuList = MESSAGE_SIGNATURE_EDITOR_MENU_OPTIONS;
 const signature = ref(props.messageSignature);
 watch(
   () => props.messageSignature ?? '',
@@ -34,7 +32,7 @@ const updateSignature = () => {
       class="message-editor h-[10rem] !px-3"
       is-format-mode
       :placeholder="$t('PROFILE_SETTINGS.FORM.MESSAGE_SIGNATURE.PLACEHOLDER')"
-      :enabled-menu-options="customEditorMenuList"
+      channel-type="Context::MessageSignature"
       :enable-suggestions="false"
       show-image-resize-toolbar
     />

app/javascript/dashboard/routes/dashboard/settings/settings.routes.js

@@ -24,7 +24,6 @@ import teams from './teams/teams.routes';
 import customRoles from './customRoles/customRole.routes';
 import profile from './profile/profile.routes';
 import security from './security/security.routes';
-import conversationWorkflow from './conversationWorkflow/conversationWorkflow.routes';
 
 export default {
   routes: [
@@ -64,6 +63,5 @@ export default {
     ...customRoles.routes,
     ...profile.routes,
     ...security.routes,
-    ...conversationWorkflow.routes,
   ],
 };

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

@@ -18,6 +18,7 @@ const state = {
     isFetchingItem: false,
     isUpdating: false,
     isCheckoutInProcess: false,
+    isFetchingLimits: false,
   },
 };
 
@@ -141,11 +142,14 @@ export const actions = {
   },
 
   limits: async ({ commit }) => {
+    commit(types.default.SET_ACCOUNT_UI_FLAG, { isFetchingLimits: true });
     try {
       const response = await EnterpriseAccountAPI.getLimits();
       commit(types.default.SET_ACCOUNT_LIMITS, response.data);
     } catch (error) {
       // silent error
+    } finally {
+      commit(types.default.SET_ACCOUNT_UI_FLAG, { isFetchingLimits: false });
     }
   },
 

app/javascript/shared/components/ResizableTextArea.vue

@@ -111,10 +111,15 @@ export default {
     // watcher, this means that if the value is true, the signature
     // is supposed to be added, else we remove it.
     toggleSignatureInEditor(signatureEnabled) {
-      const valueWithSignature = signatureEnabled
+      let valueWithSignature = signatureEnabled
         ? appendSignature(this.modelValue, this.cleanedSignature)
         : removeSignature(this.modelValue, this.cleanedSignature);
 
+      // Clean up whitespace when removing signature from empty body
+      if (!signatureEnabled && !valueWithSignature.trim()) {
+        valueWithSignature = '';
+      }
+
       this.$emit('update:modelValue', valueWithSignature);
       this.$emit('input', valueWithSignature);
 

app/jobs/data_import_job.rb

@@ -1,102 +1,176 @@
 # TODO: logic is written tailored to contact import since its the only import available
-# let's break this logic and clean this up in future
+  # let's break this logic and clean this up in future
 
-class DataImportJob < ApplicationJob
-  queue_as :low
-  retry_on ActiveStorage::FileNotFoundError, wait: 1.minute, attempts: 3
+  class DataImportJob < ApplicationJob
+    queue_as :low
+    retry_on ActiveStorage::FileNotFoundError, wait: 1.minute, attempts: 3
 
-  def perform(data_import)
-    @data_import = data_import
-    @contact_manager = DataImport::ContactManager.new(@data_import.account)
-    begin
-      process_import_file
-      send_import_notification_to_admin
-    rescue CSV::MalformedCSVError => e
-      handle_csv_error(e)
+    def perform(data_import)
+      @data_import = data_import
+      @contact_manager = DataImport::ContactManager.new(@data_import.account)
+      begin
+        process_import_file
+        send_import_notification_to_admin
+      rescue CSV::MalformedCSVError => e
+        handle_csv_error(e)
+      end
     end
-  end
 
-  private
+    private
 
-  def process_import_file
-    @data_import.update!(status: :processing)
-    contacts, rejected_contacts = parse_csv_and_build_contacts
+    def process_import_file
+      @data_import.update!(status: :processing)
+      identifiable_contacts, non_identifiable_contacts, rejected_contacts, total_csv_records = parse_csv_and_build_contacts
 
-    import_contacts(contacts)
-    update_data_import_status(contacts.length, rejected_contacts.length)
-    save_failed_records_csv(rejected_contacts)
-  end
+      all_valid_contacts = identifiable_contacts + non_identifiable_contacts
 
-  def parse_csv_and_build_contacts
-    contacts = []
-    rejected_contacts = []
-    # Ensuring that importing non utf-8 characters will not throw error
-    data = @data_import.import_file.download
-    utf8_data = data.force_encoding('UTF-8')
+      # Count contacts before import
+      contacts_before = @data_import.account.contacts.count
 
-    # Ensure that the data is valid UTF-8, preserving valid characters
-    clean_data = utf8_data.valid_encoding? ? utf8_data : utf8_data.encode('UTF-16le', invalid: :replace, replace: '').encode('UTF-8')
+      import_contacts(all_valid_contacts)
 
-    csv = CSV.parse(clean_data, headers: true)
+      # Count contacts after import to get actual imported count
+      contacts_after = @data_import.account.contacts.count
+      actual_imported_count = contacts_after - contacts_before
 
-    csv.each do |row|
-      current_contact = @contact_manager.build_contact(row.to_h.with_indifferent_access)
-      if current_contact.valid?
-        contacts << current_contact
+      # Calculate actual imported counts based on what we built vs what was imported
+      actual_identifiable_count, actual_non_identifiable_count = calculate_actual_import_counts(
+        identifiable_contacts, non_identifiable_contacts, actual_imported_count
+      )
+
+      update_data_import_status(actual_identifiable_count, actual_non_identifiable_count, rejected_contacts.length, total_csv_records)
+      save_failed_records_csv(rejected_contacts)
+    end
+
+    # rubocop:disable Metrics/MethodLength
+    def parse_csv_and_build_contacts
+      identifiable_contacts = []
+      non_identifiable_contacts = []
+      rejected_contacts = []
+      total_csv_records = 0
+
+      with_import_file do |file|
+        csv_reader(file).each do |row|
+          total_csv_records += 1
+          current_contact = @contact_manager.build_contact(row.to_h.with_indifferent_access)
+          if current_contact.valid?
+            is_identifiable = @contact_manager.contact_identifiable?(current_contact)
+
+            if is_identifiable
+              identifiable_contacts << current_contact
+            else
+              non_identifiable_contacts << current_contact
+            end
+          else
+            append_rejected_contact(row, current_contact, rejected_contacts)
+          end
+        end
+      end
+
+      [identifiable_contacts, non_identifiable_contacts, rejected_contacts, total_csv_records]
+    end
+    # rubocop:enable Metrics/MethodLength
+
+    def append_rejected_contact(row, contact, rejected_contacts)
+      row['errors'] = contact.errors.full_messages.join(', ')
+      rejected_contacts << row
+    end
+
+    def import_contacts(contacts)
+      # Returns ActiveRecord::Import::Result with info about what was actually imported
+      Contact.import(contacts, synchronize: contacts, on_duplicate_key_ignore: true, track_validation_failures: true, validate: true, batch_size: 1000)
+    end
+
+    def calculate_actual_import_counts(identifiable_contacts, non_identifiable_contacts, actual_imported_count)
+      Rails.logger.info "Actual imported: #{actual_imported_count}, expected identifiable: #{identifiable_contacts.length}, " \
+                        "expected non-identifiable: #{non_identifiable_contacts.length}"
+
+      expected_count = identifiable_contacts.length + non_identifiable_contacts.length
+
+      if actual_imported_count <= expected_count
+        # Prioritize identifiable contacts in the count since they're more important
+        actual_identifiable_count = [actual_imported_count, identifiable_contacts.length].min
+        actual_non_identifiable_count = actual_imported_count - actual_identifiable_count
       else
-        append_rejected_contact(row, current_contact, rejected_contacts)
+        # This shouldn't happen, but fallback to expected counts
+        actual_identifiable_count = identifiable_contacts.length
+        actual_non_identifiable_count = non_identifiable_contacts.length
+      end
+
+      Rails.logger.info "Final counts: identifiable=#{actual_identifiable_count}, non-identifiable=#{actual_non_identifiable_count}"
+
+      [actual_identifiable_count, actual_non_identifiable_count]
+    end
+
+    def update_data_import_status(identifiable_records, non_identifiable_records, _rejected_records, total_csv_records)
+      processed_records = identifiable_records + non_identifiable_records
+      @data_import.update!(
+        status: :completed,
+        processed_records: processed_records,
+        non_identifiable_records: non_identifiable_records,
+        total_records: total_csv_records
+      )
+    end
+
+    def save_failed_records_csv(rejected_contacts)
+      csv_data = generate_csv_data(rejected_contacts)
+      return if csv_data.blank?
+
+      @data_import.failed_records.attach(io: StringIO.new(csv_data), filename: "#{Time.zone.today.strftime('%Y%m%d')}_contacts.csv",
+                                         content_type: 'text/csv')
+      send_import_notification_to_admin
+    end
+
+    def generate_csv_data(rejected_contacts)
+      headers = csv_headers
+      headers << 'errors'
+      return if rejected_contacts.blank?
+
+      CSV.generate do |csv|
+        csv << headers
+        rejected_contacts.each do |record|
+          csv << record
+        end
       end
     end
 
-    [contacts, rejected_contacts]
-  end
+    def handle_csv_error(error) # rubocop:disable Lint/UnusedMethodArgument
+      @data_import.update!(status: :failed)
+      send_import_failed_notification_to_admin
+    end
 
-  def append_rejected_contact(row, contact, rejected_contacts)
-    row['errors'] = contact.errors.full_messages.join(', ')
-    rejected_contacts << row
-  end
+    def send_import_notification_to_admin
+      AdministratorNotifications::AccountNotificationMailer.with(account: @data_import.account).contact_import_complete(@data_import).deliver_later
+    end
 
-  def import_contacts(contacts)
-    # <struct ActiveRecord::Import::Result failed_instances=[], num_inserts=1, ids=[444, 445], results=[]>
-    Contact.import(contacts, synchronize: contacts, on_duplicate_key_ignore: true, track_validation_failures: true, validate: true, batch_size: 1000)
-  end
+    def send_import_failed_notification_to_admin
+      AdministratorNotifications::AccountNotificationMailer.with(account: @data_import.account).contact_import_failed.deliver_later
+    end
 
-  def update_data_import_status(processed_records, rejected_records)
-    @data_import.update!(status: :completed, processed_records: processed_records, total_records: processed_records + rejected_records)
-  end
+    def csv_headers
+      header_row = nil
+      with_import_file do |file|
+        header_row = csv_reader(file).first
+      end
+      header_row&.headers || []
+    end
 
-  def save_failed_records_csv(rejected_contacts)
-    csv_data = generate_csv_data(rejected_contacts)
-    return if csv_data.blank?
+    def csv_reader(file)
+      file.rewind
+      raw_data = file.read
+      utf8_data = raw_data.force_encoding('UTF-8')
+      clean_data = utf8_data.valid_encoding? ? utf8_data : utf8_data.encode('UTF-16le', invalid: :replace, replace: '').encode('UTF-8')
 
-    @data_import.failed_records.attach(io: StringIO.new(csv_data), filename: "#{Time.zone.today.strftime('%Y%m%d')}_contacts.csv",
-                                       content_type: 'text/csv')
-    send_import_notification_to_admin
-  end
+      CSV.new(StringIO.new(clean_data), headers: true)
+    end
 
-  def generate_csv_data(rejected_contacts)
-    headers = CSV.parse(@data_import.import_file.download, headers: true).headers
-    headers << 'errors'
-    return if rejected_contacts.blank?
+    def with_import_file
+      temp_dir = Rails.root.join('tmp/imports')
+      FileUtils.mkdir_p(temp_dir)
 
-    CSV.generate do |csv|
-      csv << headers
-      rejected_contacts.each do |record|
-        csv << record
+      @data_import.import_file.open(tmpdir: temp_dir) do |file|
+        file.binmode
+        yield file
       end
     end
-  end
-
-  def handle_csv_error(error) # rubocop:disable Lint/UnusedMethodArgument
-    @data_import.update!(status: :failed)
-    send_import_failed_notification_to_admin
-  end
-
-  def send_import_notification_to_admin
-    AdministratorNotifications::AccountNotificationMailer.with(account: @data_import.account).contact_import_complete(@data_import).deliver_later
-  end
-
-  def send_import_failed_notification_to_admin
-    AdministratorNotifications::AccountNotificationMailer.with(account: @data_import.account).contact_import_failed.deliver_later
-  end
-end
+  end

app/jobs/delete_object_job.rb

@@ -2,10 +2,6 @@ class DeleteObjectJob < ApplicationJob
   queue_as :low
 
   BATCH_SIZE = 5_000
-  HEAVY_ASSOCIATIONS = {
-    Account => %i[conversations contacts inboxes reporting_events],
-    Inbox => %i[conversations contact_inboxes reporting_events]
-  }.freeze
 
   def perform(object, user = nil, ip = nil)
     # Pre-purge heavy associations for large objects to avoid
@@ -19,11 +15,18 @@ class DeleteObjectJob < ApplicationJob
 
   private
 
+  def heavy_associations
+    {
+      Account => %i[conversations contacts inboxes reporting_events],
+      Inbox => %i[conversations contact_inboxes reporting_events]
+    }.freeze
+  end
+
   def purge_heavy_associations(object)
-    klass = HEAVY_ASSOCIATIONS.keys.find { |k| object.is_a?(k) }
+    klass = heavy_associations.keys.find { |k| object.is_a?(k) }
     return unless klass
 
-    HEAVY_ASSOCIATIONS[klass].each do |assoc|
+    heavy_associations[klass].each do |assoc|
       next unless object.respond_to?(assoc)
 
       batch_destroy(object.public_send(assoc))

app/mailers/administrator_notifications/account_notification_mailer.rb

@@ -32,9 +32,16 @@ class AdministratorNotifications::AccountNotificationMailer < AdministratorNotif
                    "#{ENV.fetch('FRONTEND_URL', nil)}/app/accounts/#{resource.account.id}/contacts"
                  end
 
+    # Calculate metrics with backward compatibility
+    non_identifiable_count = resource.respond_to?(:non_identifiable_records) ? resource.non_identifiable_records : 0
+    identifiable_count = resource.processed_records - non_identifiable_count
+    failed_count = resource.total_records - resource.processed_records
+
     meta = {
-      'failed_contacts' => resource.total_records - resource.processed_records,
-      'imported_contacts' => resource.processed_records
+      'identifiable_contacts' => identifiable_count,
+      'non_identifiable_contacts' => non_identifiable_count,
+      'failed_contacts' => failed_count,
+      'total_contacts' => resource.total_records
     }
 
     send_notification(subject, action_url: action_url, meta: meta)

app/mailers/conversation_reply_mailer_attachment_helper.rb

@@ -0,0 +1,51 @@
+# Handles attachment processing for ConversationReplyMailer flows.
+module ConversationReplyMailerAttachmentHelper
+  private
+
+  def process_attachments_as_files_for_email_reply
+    # Attachment processing for direct email replies (when replying to a single message)
+    #
+    # How attachments are handled:
+    # 1. Total file size (<20MB): Added directly to the email as proper attachments
+    # 2. Total file size (>20MB): Added to @large_attachments to be displayed as links in the email
+
+    @options[:attachments] = []
+    @large_attachments = []
+    current_total_size = 0
+
+    @message.attachments.each do |attachment|
+      current_total_size = handle_attachment_inline(current_total_size, attachment)
+    end
+  end
+
+  def read_blob_content(blob)
+    buffer = +''
+    blob.open do |file|
+      while (chunk = file.read(64.kilobytes))
+        buffer << chunk
+      end
+    end
+    buffer
+  end
+
+  def handle_attachment_inline(current_total_size, attachment)
+    blob = attachment.file.blob
+    return current_total_size if blob.blank?
+
+    file_size = blob.byte_size
+    attachment_name = attachment.file.filename.to_s
+
+    if current_total_size + file_size <= 20.megabytes
+      content = read_blob_content(blob)
+      mail.attachments[attachment_name] = {
+        mime_type: attachment.file.content_type || 'application/octet-stream',
+        content: content
+      }
+      @options[:attachments] << { name: attachment_name }
+      current_total_size + file_size
+    else
+      @large_attachments << attachment
+      current_total_size
+    end
+  end
+end

app/mailers/conversation_reply_mailer_helper.rb

@@ -1,4 +1,6 @@
 module ConversationReplyMailerHelper
+  include ConversationReplyMailerAttachmentHelper
+
   def prepare_mail(cc_bcc_enabled)
     @options = {
       to: to_emails,
@@ -27,34 +29,6 @@ module ConversationReplyMailerHelper
     mail(@options)
   end
 
-  def process_attachments_as_files_for_email_reply
-    # Attachment processing for direct email replies (when replying to a single message)
-    #
-    # How attachments are handled:
-    # 1. Total file size (<20MB): Added directly to the email as proper attachments
-    # 2. Total file size (>20MB): Added to @large_attachments to be displayed as links in the email
-
-    @options[:attachments] = []
-    @large_attachments = []
-    current_total_size = 0
-
-    @message.attachments.each do |attachment|
-      raw_data = attachment.file.download
-      attachment_name = attachment.file.filename.to_s
-      file_size = raw_data.bytesize
-
-      # Attach files directly until we hit 20MB total
-      # After reaching 20MB, send remaining files as links
-      if current_total_size + file_size <= 20.megabytes
-        mail.attachments[attachment_name] = raw_data
-        @options[:attachments] << { name: attachment_name }
-        current_total_size += file_size
-      else
-        @large_attachments << attachment
-      end
-    end
-  end
-
   private
 
   def oauth_smtp_settings

app/models/account.rb

@@ -37,11 +37,7 @@ class Account < ApplicationRecord
         'auto_resolve_message': { 'type': %w[string null] },
         'auto_resolve_ignore_waiting': { 'type': %w[boolean null] },
         'audio_transcriptions': { 'type': %w[boolean null] },
-        'auto_resolve_label': { 'type': %w[string null] },
-        'conversation_required_attributes': {
-          'type': %w[array null],
-          'items': { 'type': 'string' }
-        }
+        'auto_resolve_label': { 'type': %w[string null] }
       },
     'required': [],
     'additionalProperties': true
@@ -59,7 +55,7 @@ class Account < ApplicationRecord
                  attribute_resolver: ->(record) { record.settings }
 
   store_accessor :settings, :auto_resolve_after, :auto_resolve_message, :auto_resolve_ignore_waiting
-  store_accessor :settings, :audio_transcriptions, :auto_resolve_label, :conversation_required_attributes
+  store_accessor :settings, :audio_transcriptions, :auto_resolve_label
 
   has_many :account_users, dependent: :destroy_async
   has_many :agent_bot_inboxes, dependent: :destroy_async

app/models/attachment.rb

@@ -40,7 +40,7 @@ class Attachment < ApplicationRecord
   validate :acceptable_file
   validates :external_url, length: { maximum: Limits::URL_LENGTH_LIMIT }
   enum file_type: { :image => 0, :audio => 1, :video => 2, :file => 3, :location => 4, :fallback => 5, :share => 6, :story_mention => 7,
-                    :contact => 8, :ig_reel => 9 }
+                    :contact => 8, :ig_reel => 9, :ig_post => 10, :ig_story => 11 }
 
   def push_event_data
     return unless file_type

app/models/channel/telegram.rb

@@ -130,30 +130,39 @@ class Channel::Telegram < ApplicationRecord
   def convert_markdown_to_telegram_html(text)
     # ref: https://core.telegram.org/bots/api#html-style
 
-    # escape html tags in text. We are subbing \n to <br> since commonmark will strip exta '\n'
-    text = CGI.escapeHTML(text.gsub("\n", '<br>'))
+    # Escape HTML entities first to prevent HTML injection
+    # This ensures only markdown syntax is converted, not raw HTML
+    escaped_text = CGI.escapeHTML(text)
 
-    # convert markdown to html
-    html = CommonMarker.render_html(text).strip
+    # Parse markdown with extensions:
+    # - strikethrough: support ~~text~~
+    # - hardbreaks: preserve all newlines as <br>
+    html = CommonMarker.render_html(escaped_text, [:HARDBREAKS], [:strikethrough]).strip
 
-    # remove all html tags except b, strong, i, em, u, ins, s, strike, del, a, code, pre, blockquote
-    stripped_html = Rails::HTML5::SafeListSanitizer.new.sanitize(html, tags: %w[b strong i em u ins s strike del a code pre blockquote],
-                                                                       attributes: %w[href])
+    # Convert paragraph breaks to double newlines to preserve them
+    # CommonMarker creates <p> tags for paragraph breaks, but Telegram doesn't support <p>
+    html_with_breaks = html.gsub(%r{</p>\s*<p>}, "\n\n")
 
-    # converted escaped br tags to \n
-    stripped_html.gsub('&lt;br&gt;', "\n")
+    # Remove opening and closing <p> tags
+    html_with_breaks = html_with_breaks.gsub(%r{</?p>}, '')
+
+    # Sanitize to only allowed tags
+    stripped_html = Rails::HTML5::SafeListSanitizer.new.sanitize(html_with_breaks, tags: %w[b strong i em u ins s strike del a code pre blockquote],
+                                                                                   attributes: %w[href])
+
+    # Convert <br /> tags to newlines for Telegram
+    stripped_html.gsub(%r{<br\s*/?>}, "\n")
   end
 
   def message_request(chat_id, text, reply_markup = nil, reply_to_message_id = nil, business_connection_id: nil)
-    text_payload = convert_markdown_to_telegram_html(text)
-
+    # text is already converted to HTML by MessageContentPresenter
     business_body = {}
     business_body[:business_connection_id] = business_connection_id if business_connection_id
 
     HTTParty.post("#{telegram_api_url}/sendMessage",
                   body: {
                     chat_id: chat_id,
-                    text: text_payload,
+                    text: text,
                     reply_markup: reply_markup,
                     parse_mode: 'HTML',
                     reply_to_message_id: reply_to_message_id

app/models/data_import.rb

@@ -2,15 +2,16 @@
 #
 # Table name: data_imports
 #
-#  id                :bigint           not null, primary key
-#  data_type         :string           not null
-#  processed_records :integer
-#  processing_errors :text
-#  status            :integer          default("pending"), not null
-#  total_records     :integer
-#  created_at        :datetime         not null
-#  updated_at        :datetime         not null
-#  account_id        :bigint           not null
+#  id                       :bigint           not null, primary key
+#  data_type                :string           not null
+#  non_identifiable_records :integer          default(0), not null
+#  processed_records        :integer
+#  processing_errors        :text
+#  status                   :integer          default("pending"), not null
+#  total_records            :integer
+#  created_at               :datetime         not null
+#  updated_at               :datetime         not null
+#  account_id               :bigint           not null
 #
 # Indexes
 #

app/models/integrations/app.rb

@@ -53,7 +53,7 @@ class Integrations::App
     when 'slack'
       GlobalConfigService.load('SLACK_CLIENT_SECRET', nil).present?
     when 'linear'
-      GlobalConfigService.load('LINEAR_CLIENT_ID', nil).present?
+      account.feature_enabled?('linear_integration') && GlobalConfigService.load('LINEAR_CLIENT_ID', nil).present?
     when 'shopify'
       shopify_enabled?(account)
     when 'leadsquared'

app/models/message.rb

@@ -254,6 +254,21 @@ class Message < ApplicationRecord
     Messages::SearchDataPresenter.new(self).search_data
   end
 
+  # Returns message content suitable for LLM consumption
+  # Falls back to audio transcription or attachment placeholder when content is nil
+  def content_for_llm
+    return content if content.present?
+
+    audio_transcription = attachments
+                          .where(file_type: :audio)
+                          .filter_map { |att| att.meta&.dig('transcribed_text') }
+                          .join(' ')
+                          .presence
+    return "[Voice Message] #{audio_transcription}" if audio_transcription.present?
+
+    '[Attachment]' if attachments.any?
+  end
+
   private
 
   def prevent_message_flooding

app/policies/account_policy.rb

@@ -30,4 +30,8 @@ class AccountPolicy < ApplicationPolicy
   def toggle_deletion?
     @account_user.administrator?
   end
+
+  def topup_checkout?
+    @account_user.administrator?
+  end
 end

app/presenters/message_content_presenter.rb

@@ -1,11 +1,18 @@
 class MessageContentPresenter < SimpleDelegator
   def outgoing_content
-    return content unless should_append_survey_link?
+    content_to_send = if should_append_survey_link?
+                        survey_link = survey_url(conversation.uuid)
+                        custom_message = inbox.csat_config&.dig('message')
+                        custom_message.present? ? "#{custom_message} #{survey_link}" : I18n.t('conversations.survey.response', link: survey_link)
+                      else
+                        content
+                      end
 
-    survey_link = survey_url(conversation.uuid)
-    custom_message = inbox.csat_config&.dig('message')
-
-    custom_message.present? ? "#{custom_message} #{survey_link}" : I18n.t('conversations.survey.response', link: survey_link)
+    Messages::MarkdownRendererService.new(
+      content_to_send,
+      conversation.inbox.channel_type,
+      conversation.inbox.channel
+    ).render
   end
 
   private

app/services/data_import/contact_manager.rb

@@ -9,6 +9,10 @@ class DataImport::ContactManager
     contact
   end
 
+  def contact_identifiable?(contact)
+    contact.email.present? || contact.phone_number.present? || contact.identifier.present?
+  end
+
   def find_or_initialize_contact(params)
     contact = find_existing_contact(params)
     contact_params = params.slice(:email, :identifier, :phone_number)

app/services/instagram/message_text.rb

@@ -59,11 +59,20 @@ class Instagram::MessageText < Instagram::BaseMessageText
     # We can safely create an unknown contact, making this integration work.
     return unknown_user(ig_scope_id) if error_code == 9010
 
+    # Handle error code 100: Object doesn't exist or missing permissions
+    # This typically occurs when trying to fetch a user that doesn't exist or has privacy restrictions
+    # We can safely create an unknown contact, similar to error 9010
+    return unknown_user(ig_scope_id) if error_code == 100
+
     Rails.logger.warn("[InstagramUserFetchError]: account_id #{@inbox.account_id} inbox_id #{@inbox.id} ig_scope_id #{ig_scope_id}")
     Rails.logger.warn("[InstagramUserFetchError]: #{error_message} #{error_code}")
 
     exception = StandardError.new("#{error_message} (Code: #{error_code}, IG Scope ID: #{ig_scope_id})")
     ChatwootExceptionTracker.new(exception, account: @inbox.account).capture_exception
+
+    # Explicitly return empty hash for any unhandled error codes
+    # This prevents the exception tracker result from being returned
+    {}
   end
 
   def base_uri

app/services/llm_formatter/conversation_llm_formatter.rb

@@ -48,7 +48,7 @@ class LlmFormatter::ConversationLlmFormatter < LlmFormatter::DefaultLlmFormatter
                'Bot'
              end
     sender = "[Private Note] #{sender}" if message.private?
-    "#{sender}: #{message.content}\n"
+    "#{sender}: #{message.content_for_llm}\n"
   end
 
   def build_attributes

app/services/message_templates/template/out_of_office.rb

@@ -1,6 +1,14 @@
 class MessageTemplates::Template::OutOfOffice
   pattr_initialize [:conversation!]
 
+  def self.perform_if_applicable(conversation)
+    inbox = conversation.inbox
+    return unless inbox.out_of_office?
+    return if inbox.out_of_office_message.blank?
+
+    new(conversation: conversation).perform
+  end
+
   def perform
     ActiveRecord::Base.transaction do
       conversation.messages.create!(out_of_office_message_params)

app/services/messages/markdown_renderer_service.rb

@@ -0,0 +1,113 @@
+class Messages::MarkdownRendererService
+  CHANNEL_RENDERERS = {
+    'Channel::Email' => :render_html,
+    'Channel::WebWidget' => :render_html,
+    'Channel::Telegram' => :render_telegram_html,
+    'Channel::Whatsapp' => :render_whatsapp,
+    'Channel::FacebookPage' => :render_instagram,
+    'Channel::Instagram' => :render_instagram,
+    'Channel::Line' => :render_line,
+    'Channel::TwitterProfile' => :render_plain_text,
+    'Channel::Sms' => :render_plain_text,
+    'Channel::TwilioSms' => :render_plain_text
+  }.freeze
+
+  def initialize(content, channel_type, channel = nil)
+    @content = content
+    @channel_type = channel_type
+    @channel = channel
+  end
+
+  def render
+    return @content if @content.blank?
+
+    renderer_method = CHANNEL_RENDERERS[effective_channel_type]
+    renderer_method ? send(renderer_method) : @content
+  end
+
+  private
+
+  def effective_channel_type
+    # For Twilio SMS channel, check if it's actually WhatsApp
+    if @channel_type == 'Channel::TwilioSms' && @channel&.whatsapp?
+      'Channel::Whatsapp'
+    else
+      @channel_type
+    end
+  end
+
+  def commonmarker_doc
+    @commonmarker_doc ||= CommonMarker.render_doc(@content, [:DEFAULT, :STRIKETHROUGH_DOUBLE_TILDE])
+  end
+
+  def render_html
+    markdown_renderer = BaseMarkdownRenderer.new
+    doc = CommonMarker.render_doc(@content, :DEFAULT, [:strikethrough])
+    markdown_renderer.render(doc)
+  end
+
+  def render_telegram_html
+    # Strip whitespace from whitespace-only lines to normalize newlines
+    normalized_content = @content.gsub(/^[ \t]+$/m, '')
+    content_with_preserved_newlines = preserve_multiple_newlines(normalized_content)
+    renderer = Messages::MarkdownRenderers::TelegramRenderer.new
+    doc = CommonMarker.render_doc(content_with_preserved_newlines, [:STRIKETHROUGH_DOUBLE_TILDE], [:strikethrough])
+    result = renderer.render(doc).gsub(/\n+\z/, '')
+    restore_multiple_newlines(result)
+  end
+
+  def render_whatsapp
+    # Strip whitespace from whitespace-only lines to normalize newlines
+    normalized_content = @content.gsub(/^[ \t]+$/m, '')
+    content_with_preserved_newlines = preserve_multiple_newlines(normalized_content)
+    renderer = Messages::MarkdownRenderers::WhatsAppRenderer.new
+    doc = CommonMarker.render_doc(content_with_preserved_newlines, [:DEFAULT, :STRIKETHROUGH_DOUBLE_TILDE])
+    result = renderer.render(doc).gsub(/\n+\z/, '')
+    restore_multiple_newlines(result)
+  end
+
+  def render_instagram
+    # Strip whitespace from whitespace-only lines to normalize newlines
+    normalized_content = @content.gsub(/^[ \t]+$/m, '')
+    content_with_preserved_newlines = preserve_multiple_newlines(normalized_content)
+    renderer = Messages::MarkdownRenderers::InstagramRenderer.new
+    doc = CommonMarker.render_doc(content_with_preserved_newlines, [:DEFAULT, :STRIKETHROUGH_DOUBLE_TILDE])
+    result = renderer.render(doc).gsub(/\n+\z/, '')
+    restore_multiple_newlines(result)
+  end
+
+  def render_line
+    # Strip whitespace from whitespace-only lines to normalize newlines
+    normalized_content = @content.gsub(/^[ \t]+$/m, '')
+    content_with_preserved_newlines = preserve_multiple_newlines(normalized_content)
+    renderer = Messages::MarkdownRenderers::LineRenderer.new
+    doc = CommonMarker.render_doc(content_with_preserved_newlines, [:DEFAULT, :STRIKETHROUGH_DOUBLE_TILDE])
+    result = renderer.render(doc).gsub(/\n+\z/, '')
+    restore_multiple_newlines(result)
+  end
+
+  def render_plain_text
+    # Strip whitespace from whitespace-only lines to normalize newlines
+    normalized_content = @content.gsub(/^[ \t]+$/m, '')
+    content_with_preserved_newlines = preserve_multiple_newlines(normalized_content)
+    renderer = Messages::MarkdownRenderers::PlainTextRenderer.new
+    doc = CommonMarker.render_doc(content_with_preserved_newlines, [:DEFAULT, :STRIKETHROUGH_DOUBLE_TILDE])
+    result = renderer.render(doc).gsub(/\n+\z/, '')
+    restore_multiple_newlines(result)
+  end
+
+  # Preserve multiple consecutive newlines (2+) by replacing them with placeholders
+  # Standard markdown treats 2 newlines as paragraph break which collapses to 1 newline, we preserve 2+
+  def preserve_multiple_newlines(content)
+    content.gsub(/\n{2,}/) do |match|
+      "{{PRESERVE_#{match.length}_NEWLINES}}"
+    end
+  end
+
+  # Restore multiple newlines from placeholders
+  def restore_multiple_newlines(content)
+    content.gsub(/\{\{PRESERVE_(\d+)_NEWLINES\}\}/) do |_match|
+      "\n" * Regexp.last_match(1).to_i
+    end
+  end
+end

app/services/messages/markdown_renderers/base_markdown_renderer.rb

@@ -0,0 +1,39 @@
+class Messages::MarkdownRenderers::BaseMarkdownRenderer < CommonMarker::Renderer
+  def document(_node)
+    out(:children)
+  end
+
+  def paragraph(_node)
+    out(:children)
+    cr
+  end
+
+  def text(node)
+    out(node.string_content)
+  end
+
+  def softbreak(_node)
+    out(' ')
+  end
+
+  def linebreak(_node)
+    out("\n")
+  end
+
+  def strikethrough(_node)
+    out('<del>')
+    out(:children)
+    out('</del>')
+  end
+
+  def method_missing(method_name, node = nil, *args, **kwargs, &)
+    return super unless node.is_a?(CommonMarker::Node)
+
+    out(:children)
+    cr unless %i[text softbreak linebreak].include?(node.type)
+  end
+
+  def respond_to_missing?(_method_name, _include_private = false)
+    true
+  end
+end

app/services/messages/markdown_renderers/instagram_renderer.rb

@@ -0,0 +1,48 @@
+class Messages::MarkdownRenderers::InstagramRenderer < Messages::MarkdownRenderers::BaseMarkdownRenderer
+  def initialize
+    super
+    @list_item_number = 0
+  end
+
+  def strong(_node)
+    out('*', :children, '*')
+  end
+
+  def emph(_node)
+    out('_', :children, '_')
+  end
+
+  def code(node)
+    out(node.string_content)
+  end
+
+  def link(node)
+    out(node.url)
+  end
+
+  def list(node)
+    @list_type = node.list_type
+    @list_item_number = @list_type == :ordered_list ? node.list_start : 0
+    out(:children)
+    cr
+  end
+
+  def list_item(_node)
+    if @list_type == :ordered_list
+      out("#{@list_item_number}. ", :children)
+      @list_item_number += 1
+    else
+      out('- ', :children)
+    end
+    cr
+  end
+
+  def blockquote(_node)
+    out(:children)
+    cr
+  end
+
+  def softbreak(_node)
+    out("\n")
+  end
+end

app/services/messages/markdown_renderers/line_renderer.rb

@@ -0,0 +1,36 @@
+class Messages::MarkdownRenderers::LineRenderer < Messages::MarkdownRenderers::BaseMarkdownRenderer
+  def strong(_node)
+    out(' *', :children, '* ')
+  end
+
+  def emph(_node)
+    out(' _', :children, '_ ')
+  end
+
+  def code(node)
+    out(' `', node.string_content, '` ')
+  end
+
+  def link(node)
+    out(node.url)
+  end
+
+  def list(_node)
+    out(:children)
+    cr
+  end
+
+  def list_item(_node)
+    out(:children)
+    cr
+  end
+
+  def code_block(node)
+    out(' ```', "\n", node.string_content, '``` ', "\n")
+  end
+
+  def blockquote(_node)
+    out(:children)
+    cr
+  end
+end

app/services/messages/markdown_renderers/plain_text_renderer.rb

@@ -0,0 +1,62 @@
+class Messages::MarkdownRenderers::PlainTextRenderer < Messages::MarkdownRenderers::BaseMarkdownRenderer
+  def initialize
+    super
+    @list_item_number = 0
+  end
+
+  def link(node)
+    out(:children)
+    out(' ', node.url) if node.url.present?
+  end
+
+  def strong(_node)
+    out(:children)
+  end
+
+  def emph(_node)
+    out(:children)
+  end
+
+  def code(node)
+    out(node.string_content)
+  end
+
+  def list(node)
+    @list_type = node.list_type
+    @list_item_number = @list_type == :ordered_list ? node.list_start : 0
+    out(:children)
+    cr
+  end
+
+  def list_item(_node)
+    if @list_type == :ordered_list
+      out("#{@list_item_number}. ", :children)
+      @list_item_number += 1
+    else
+      out('- ', :children)
+    end
+    cr
+  end
+
+  def blockquote(_node)
+    out(:children)
+    cr
+  end
+
+  def code_block(node)
+    out(node.string_content, "\n")
+  end
+
+  def header(_node)
+    out(:children)
+    cr
+  end
+
+  def thematic_break(_node)
+    out("\n")
+  end
+
+  def softbreak(_node)
+    out("\n")
+  end
+end

app/services/messages/markdown_renderers/telegram_renderer.rb

@@ -0,0 +1,60 @@
+class Messages::MarkdownRenderers::TelegramRenderer < Messages::MarkdownRenderers::BaseMarkdownRenderer
+  def initialize
+    super
+    @list_item_number = 0
+  end
+
+  def strong(_node)
+    out('<strong>', :children, '</strong>')
+  end
+
+  def emph(_node)
+    out('<em>', :children, '</em>')
+  end
+
+  def code(node)
+    out('<code>', node.string_content, '</code>')
+  end
+
+  def link(node)
+    out('<a href="', node.url, '">', :children, '</a>')
+  end
+
+  def strikethrough(_node)
+    out('<del>', :children, '</del>')
+  end
+
+  def blockquote(_node)
+    out('<blockquote>', :children, '</blockquote>')
+  end
+
+  def code_block(node)
+    out('<pre>', node.string_content, '</pre>')
+  end
+
+  def list(node)
+    @list_type = node.list_type
+    @list_item_number = @list_type == :ordered_list ? node.list_start : 0
+    out(:children)
+    cr
+  end
+
+  def list_item(_node)
+    if @list_type == :ordered_list
+      out("#{@list_item_number}. ", :children)
+      @list_item_number += 1
+    else
+      out('• ', :children)
+    end
+    cr
+  end
+
+  def header(_node)
+    out('<strong>', :children, '</strong>')
+    cr
+  end
+
+  def softbreak(_node)
+    out("\n")
+  end
+end

app/services/messages/markdown_renderers/whats_app_renderer.rb

@@ -0,0 +1,36 @@
+class Messages::MarkdownRenderers::WhatsAppRenderer < Messages::MarkdownRenderers::BaseMarkdownRenderer
+  def strong(_node)
+    out('*', :children, '*')
+  end
+
+  def emph(_node)
+    out('_', :children, '_')
+  end
+
+  def code(node)
+    out('`', node.string_content, '`')
+  end
+
+  def link(node)
+    out(node.url)
+  end
+
+  def list(_node)
+    out(:children)
+    cr
+  end
+
+  def list_item(_node)
+    out('- ', :children)
+    cr
+  end
+
+  def blockquote(_node)
+    out('> ', :children)
+    cr
+  end
+
+  def softbreak(_node)
+    out("\n")
+  end
+end

app/services/telegram/send_attachments_service.rb

@@ -96,11 +96,16 @@ class Telegram::SendAttachmentsService
   # Telegram picks up the file name from original field name, so we need to save the file with the original name.
   # Hence not using Tempfile here.
   def save_attachment_to_tempfile(attachment)
-    raw_data = attachment.file.download
-    temp_dir = Rails.root.join('tmp/uploads')
+    temp_dir = Rails.root.join('tmp/uploads', "telegram-#{attachment.message_id}")
     FileUtils.mkdir_p(temp_dir)
     temp_file_path = File.join(temp_dir, attachment.file.filename.to_s)
-    File.write(temp_file_path, raw_data, mode: 'wb')
+
+    File.open(temp_file_path, 'wb') do |file|
+      attachment.file.blob.open do |blob_file|
+        IO.copy_stream(blob_file, file)
+      end
+    end
+
     temp_file_path
   end
 

app/services/whatsapp/csat_template_name_service.rb

@@ -0,0 +1,49 @@
+class Whatsapp::CsatTemplateNameService
+  CSAT_BASE_NAME = 'customer_satisfaction_survey'.freeze
+
+  # Generates template names like: customer_satisfaction_survey_{inbox_id}_{version_number}
+
+  def self.csat_template_name(inbox_id, version = nil)
+    base_name = csat_base_name_for_inbox(inbox_id)
+    version ? "#{base_name}_#{version}" : base_name
+  end
+
+  def self.extract_version(template_name, inbox_id)
+    return nil if template_name.blank?
+
+    pattern = versioned_pattern_for_inbox(inbox_id)
+    match = template_name.match(pattern)
+    match ? match[1].to_i : nil
+  end
+
+  def self.generate_next_template_name(base_name, inbox_id, current_template_name)
+    return base_name if current_template_name.blank?
+
+    current_version = extract_version(current_template_name, inbox_id)
+    next_version = current_version ? current_version + 1 : 1
+    csat_template_name(inbox_id, next_version)
+  end
+
+  def self.matches_csat_pattern?(template_name, inbox_id)
+    return false if template_name.blank?
+
+    base_pattern = base_pattern_for_inbox(inbox_id)
+    versioned_pattern = versioned_pattern_for_inbox(inbox_id)
+
+    template_name.match?(base_pattern) || template_name.match?(versioned_pattern)
+  end
+
+  def self.csat_base_name_for_inbox(inbox_id)
+    "#{CSAT_BASE_NAME}_#{inbox_id}"
+  end
+
+  def self.base_pattern_for_inbox(inbox_id)
+    /^#{CSAT_BASE_NAME}_#{inbox_id}$/
+  end
+
+  def self.versioned_pattern_for_inbox(inbox_id)
+    /^#{CSAT_BASE_NAME}_#{inbox_id}_(\d+)$/
+  end
+
+  private_class_method :csat_base_name_for_inbox, :base_pattern_for_inbox, :versioned_pattern_for_inbox
+end

app/services/whatsapp/csat_template_service.rb

@@ -0,0 +1,139 @@
+class Whatsapp::CsatTemplateService
+  DEFAULT_BUTTON_TEXT = 'Please rate us'.freeze
+  DEFAULT_LANGUAGE = 'en'.freeze
+  WHATSAPP_API_VERSION = 'v14.0'.freeze
+  TEMPLATE_CATEGORY = 'MARKETING'.freeze
+  TEMPLATE_STATUS_PENDING = 'PENDING'.freeze
+
+  def initialize(whatsapp_channel)
+    @whatsapp_channel = whatsapp_channel
+  end
+
+  def create_template(template_config)
+    base_name = template_config[:template_name]
+    template_name = generate_template_name(base_name)
+    template_config_with_name = template_config.merge(template_name: template_name)
+    request_body = build_template_request_body(template_config_with_name)
+    response = send_template_creation_request(request_body)
+    process_template_creation_response(response, template_config_with_name)
+  end
+
+  def delete_template(template_name = nil)
+    template_name ||= Whatsapp::CsatTemplateNameService.csat_template_name(@whatsapp_channel.inbox.id)
+    response = HTTParty.delete(
+      "#{business_account_path}/message_templates?name=#{template_name}",
+      headers: api_headers
+    )
+    { success: response.success?, response_body: response.body }
+  end
+
+  def get_template_status(template_name)
+    response = HTTParty.get("#{business_account_path}/message_templates?name=#{template_name}", headers: api_headers)
+
+    if response.success? && response['data']&.any?
+      template_data = response['data'].first
+      {
+        success: true,
+        template: {
+          id: template_data['id'], name: template_data['name'],
+          status: template_data['status'], language: template_data['language']
+        }
+      }
+    else
+      { success: false, error: 'Template not found' }
+    end
+  rescue StandardError => e
+    Rails.logger.error "Error fetching template status: #{e.message}"
+    { success: false, error: e.message }
+  end
+
+  private
+
+  def generate_template_name(base_name)
+    current_template_name = current_template_name_from_config
+    Whatsapp::CsatTemplateNameService.generate_next_template_name(base_name, @whatsapp_channel.inbox.id, current_template_name)
+  end
+
+  def current_template_name_from_config
+    @whatsapp_channel.inbox.csat_config&.dig('template', 'name')
+  end
+
+  def build_template_request_body(template_config)
+    {
+      name: template_config[:template_name],
+      language: template_config[:language] || DEFAULT_LANGUAGE,
+      category: TEMPLATE_CATEGORY,
+      components: build_template_components(template_config)
+    }
+  end
+
+  def build_template_components(template_config)
+    [
+      build_body_component(template_config[:message]),
+      build_buttons_component(template_config)
+    ]
+  end
+
+  def build_body_component(message)
+    {
+      type: 'BODY',
+      text: message
+    }
+  end
+
+  def build_buttons_component(template_config)
+    {
+      type: 'BUTTONS',
+      buttons: [
+        {
+          type: 'URL',
+          text: template_config[:button_text] || DEFAULT_BUTTON_TEXT,
+          url: "#{template_config[:base_url]}/survey/responses/{{1}}",
+          example: ['12345']
+        }
+      ]
+    }
+  end
+
+  def send_template_creation_request(request_body)
+    HTTParty.post(
+      "#{business_account_path}/message_templates",
+      headers: api_headers,
+      body: request_body.to_json
+    )
+  end
+
+  def process_template_creation_response(response, template_config = {})
+    if response.success?
+      {
+        success: true,
+        template_id: response['id'],
+        template_name: response['name'] || template_config[:template_name],
+        language: template_config[:language] || DEFAULT_LANGUAGE,
+        status: TEMPLATE_STATUS_PENDING
+      }
+    else
+      Rails.logger.error "WhatsApp template creation failed: #{response.code} - #{response.body}"
+      {
+        success: false,
+        error: 'Template creation failed',
+        response_body: response.body
+      }
+    end
+  end
+
+  def business_account_path
+    "#{api_base_path}/#{WHATSAPP_API_VERSION}/#{@whatsapp_channel.provider_config['business_account_id']}"
+  end
+
+  def api_headers
+    {
+      'Authorization' => "Bearer #{@whatsapp_channel.provider_config['api_key']}",
+      'Content-Type' => 'application/json'
+    }
+  end
+
+  def api_base_path
+    ENV.fetch('WHATSAPP_CLOUD_BASE_URL', 'https://graph.facebook.com')
+  end
+end

app/services/whatsapp/providers/whatsapp_cloud_service.rb

@@ -62,12 +62,31 @@ class Whatsapp::Providers::WhatsappCloudService < Whatsapp::Providers::BaseServi
     { 'Authorization' => "Bearer #{whatsapp_channel.provider_config['api_key']}", 'Content-Type' => 'application/json' }
   end
 
+  def create_csat_template(template_config)
+    csat_template_service.create_template(template_config)
+  end
+
+  def delete_csat_template(template_name = nil)
+    template_name ||= Whatsapp::CsatTemplateNameService.csat_template_name(whatsapp_channel.inbox.id)
+    csat_template_service.delete_template(template_name)
+  end
+
+  def get_template_status(template_name)
+    csat_template_service.get_template_status(template_name)
+  end
+
   def media_url(media_id, phone_number_id = nil)
     url = "#{api_base_path}/v13.0/#{media_id}"
     url += "?phone_number_id=#{phone_number_id}" if phone_number_id
     url
   end
 
+  private
+
+  def csat_template_service
+    @csat_template_service ||= Whatsapp::CsatTemplateService.new(whatsapp_channel)
+  end
+
   def api_base_path
     ENV.fetch('WHATSAPP_CLOUD_BASE_URL', 'https://graph.facebook.com')
   end

app/views/api/v1/widget/inbox_members/index.json.jbuilder

@@ -3,6 +3,6 @@ json.payload do
     json.id inbox_member.user.id
     json.name inbox_member.user.available_name
     json.avatar_url inbox_member.user.avatar_url
-    json.availability_status inbox_member.user.account_users.find_by(account_id: @current_account.id).availability_status
+    json.availability_status inbox_member.user.account_users.find_by(account_id: @current_account.id)&.availability_status
   end
 end

app/views/mailers/administrator_notifications/account_notification_mailer/contact_import_complete.liquid

@@ -1,10 +1,21 @@
 <p>Hello,</p>
 
-<p>Your contact import has been completed. Please check the contacts tab to view the imported contacts.</p>
+<p>Your contact import has been completed. Here's a summary of the results:</p>
 
-<p>Number of records imported: {{meta['imported_contacts']}}</p>
+<p><strong>Contacts imported successfully:</strong> {{meta['identifiable_contacts']}}</p>
+<p><em>These contacts are visible in your contacts list and can be used for conversations.</em></p>
 
-<p>Number of records failed: {{meta['failed_contacts']}}</p>
+{% if meta['non_identifiable_contacts'] > 0 %}
+<p><strong>Contacts created but not visible:</strong> {{meta['non_identifiable_contacts']}}</p>
+<p><em>These contacts were created successfully but don't have email, phone number, or identifier, so they won't appear in your contacts list until you add this information.</em></p>
+{% endif %}
+
+{% if meta['failed_contacts'] > 0 %}
+<p><strong>Contacts that failed to import:</strong> {{meta['failed_contacts']}}</p>
+<p><em>These contacts had validation errors and could not be imported.</em></p>
+{% endif %}
+
+<p><strong>Total contacts processed:</strong> {{meta['total_contacts']}}</p>
 
 {% if meta['failed_contacts'] == 0 %}
   <p>
@@ -12,6 +23,6 @@
   </p>
 {% else %}
   <p>
-  Click <a href="{{ action_url }}" target="_blank">here</a> to view failed records.
+    Click <a href="{{ action_url }}" target="_blank">here</a> to download the failed records and see specific error messages.
   </p>
 {% endif %}

app/views/mailers/conversation_reply_mailer/email_reply.html.erb

@@ -1,7 +1,7 @@
 <% if @message.content_attributes.dig('email', 'html_content', 'reply').present? %>
 <%= @message.content_attributes.dig('email', 'html_content', 'reply').html_safe %>
 <% elsif @message.content %>
-<%= ChatwootMarkdownRenderer.new(@message.outgoing_content).render_message %>
+<%= @message.outgoing_content.html_safe %>
 <% end %>
 <% if @large_attachments.present? %>
 <p>Attachments:</p>

config/initializers/ai_agents.rb

@@ -4,8 +4,8 @@ require 'agents'
 
 Rails.application.config.after_initialize do
   api_key = InstallationConfig.find_by(name: 'CAPTAIN_OPEN_AI_API_KEY')&.value
-  model = InstallationConfig.find_by(name: 'CAPTAIN_OPEN_AI_MODEL')&.value.presence || OpenAiConstants::DEFAULT_MODEL
-  api_endpoint = InstallationConfig.find_by(name: 'CAPTAIN_OPEN_AI_ENDPOINT')&.value || OpenAiConstants::DEFAULT_ENDPOINT
+  model = InstallationConfig.find_by(name: 'CAPTAIN_OPEN_AI_MODEL')&.value.presence || LlmConstants::DEFAULT_MODEL
+  api_endpoint = InstallationConfig.find_by(name: 'CAPTAIN_OPEN_AI_ENDPOINT')&.value || LlmConstants::OPENAI_API_ENDPOINT
 
   if api_key.present?
     Agents.configure do |config|

config/locales/en.yml

@@ -122,6 +122,13 @@ en:
       invalid_token: Invalid or expired MFA token
       invalid_credentials: Invalid credentials or verification code
       feature_unavailable: MFA feature is not available. Please configure encryption keys.
+    topup:
+      credits_required: Credits amount is required
+      invalid_credits: Invalid credits amount
+      invalid_option: Invalid topup option
+      plan_not_eligible: Top-ups are only available for paid plans. Please upgrade your plan first.
+      stripe_customer_not_configured: Stripe customer not configured
+      no_payment_method: No payment methods found. Please add a payment method before making a purchase.
   profile:
     mfa:
       enabled: MFA enabled successfully
@@ -197,6 +204,8 @@ en:
     messages:
       instagram_story_content: '%{story_sender} mentioned you in the story: '
       instagram_deleted_story_content: This story is no longer available.
+      instagram_shared_story_content: 'Shared story'
+      instagram_shared_post_content: 'Shared post'
       deleted: This message was deleted
       whatsapp:
         list_button_label: 'Choose an item'

config/routes.rb

@@ -203,6 +203,8 @@ Rails.application.routes.draw do
             delete :avatar, on: :member
             post :sync_templates, on: :member
             get :health, on: :member
+
+            resource :csat_template, only: [:show, :create], controller: 'inbox_csat_templates'
           end
           resources :inbox_members, only: [:create, :show], param: :inbox_id do
             collection do
@@ -438,6 +440,7 @@ Rails.application.routes.draw do
               post :subscription
               get :limits
               post :toggle_deletion
+              post :topup_checkout
             end
           end
         end

db/migrate/20251024000001_add_non_identifiable_records_to_data_imports.rb

@@ -0,0 +1,5 @@
+class AddNonIdentifiableRecordsToDataImports < ActiveRecord::Migration[7.0]
+  def change
+    add_column :data_imports, :non_identifiable_records, :integer, default: 0, null: false
+  end
+end

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

@@ -17,7 +17,7 @@ class Api::V1::Accounts::SlaPoliciesController < Api::V1::Accounts::EnterpriseAc
   end
 
   def destroy
-    @sla_policy.destroy!
+    ::DeleteObjectJob.perform_later(@sla_policy, Current.user, request.ip) if @sla_policy.present?
     head :ok
   end
 

enterprise/app/controllers/enterprise/api/v1/accounts_controller.rb

@@ -55,6 +55,22 @@ class Enterprise::Api::V1::AccountsController < Api::BaseController
     end
   end
 
+  def topup_checkout
+    return render json: { error: I18n.t('errors.topup.credits_required') }, status: :unprocessable_entity if params[:credits].blank?
+
+    service = Enterprise::Billing::TopupCheckoutService.new(account: @account)
+    result = service.create_checkout_session(credits: params[:credits].to_i)
+
+    @account.reload
+    render json: result.merge(
+      id: @account.id,
+      limits: @account.limits,
+      custom_attributes: @account.custom_attributes
+    )
+  rescue Enterprise::Billing::TopupCheckoutService::Error, Stripe::StripeError => e
+    render_could_not_create_error(e.message)
+  end
+
   private
 
   def check_cloud_env

enterprise/app/controllers/enterprise/public/api/v1/portals/articles_controller.rb

@@ -3,7 +3,7 @@ module Enterprise::Public::Api::V1::Portals::ArticlesController
 
   def search_articles
     if @portal.account.feature_enabled?('help_center_embedding_search')
-      @articles = @articles.vector_search(list_params) if list_params[:query].present?
+      @articles = @articles.vector_search(list_params.merge(account_id: @portal.account_id)) if list_params[:query].present?
     else
       super
     end

enterprise/app/helpers/captain/chat_helper.rb

@@ -1,31 +1,81 @@
 module Captain::ChatHelper
   include Integrations::LlmInstrumentation
-  include Captain::ToolExecutionHelper
+  include Captain::ChatResponseHelper
 
   def request_chat_completion
     log_chat_completion_request
 
+    chat = build_chat
+
+    add_messages_to_chat(chat)
     with_agent_session do
-      response = instrument_llm_call(instrumentation_params) do
-        @client.chat(
-          parameters: chat_parameters
-        )
-      end
-      handle_response(response)
+      response = chat.ask(conversation_messages.last[:content])
+      build_response(response)
     end
   rescue StandardError => e
     Rails.logger.error "#{self.class.name} Assistant: #{@assistant.id}, Error in chat completion: #{e}"
     raise e
   end
 
-  def instrumentation_params
+  private
+
+  def build_chat
+    llm_chat = chat(model: @model, temperature: temperature)
+    llm_chat = llm_chat.with_params(response_format: { type: 'json_object' })
+
+    llm_chat = setup_tools(llm_chat)
+    llm_chat = setup_system_instructions(llm_chat)
+    setup_event_handlers(llm_chat)
+  end
+
+  def setup_tools(llm_chat)
+    @tools&.each do |tool|
+      llm_chat = llm_chat.with_tool(tool)
+    end
+    llm_chat
+  end
+
+  def setup_system_instructions(chat)
+    system_messages = @messages.select { |m| m[:role] == 'system' || m[:role] == :system }
+    combined_instructions = system_messages.pluck(:content).join("\n\n")
+    chat.with_instructions(combined_instructions)
+  end
+
+  def setup_event_handlers(chat)
+    chat.on_new_message { start_llm_turn_span(instrumentation_params(chat)) }
+    chat.on_end_message { |message| end_llm_turn_span(message) }
+    chat.on_tool_call { |tool_call| handle_tool_call(tool_call) }
+    chat.on_tool_result { |result| handle_tool_result(result) }
+
+    chat
+  end
+
+  def handle_tool_call(tool_call)
+    persist_thinking_message(tool_call)
+    start_tool_span(tool_call)
+    @pending_tool_calls ||= []
+    @pending_tool_calls.push(tool_call)
+  end
+
+  def handle_tool_result(result)
+    end_tool_span(result)
+    persist_tool_completion
+  end
+
+  def add_messages_to_chat(chat)
+    conversation_messages[0...-1].each do |msg|
+      chat.add_message(role: msg[:role].to_sym, content: msg[:content])
+    end
+  end
+
+  def instrumentation_params(chat = nil)
     {
       span_name: "llm.captain.#{feature_name}",
       account_id: resolved_account_id,
       conversation_id: @conversation_id,
       feature_name: feature_name,
       model: @model,
-      messages: @messages,
+      messages: chat ? chat.messages.map { |m| { role: m.role.to_s, content: m.content.to_s } } : @messages,
       temperature: temperature,
       metadata: {
         assistant_id: @assistant&.id
@@ -33,14 +83,8 @@ module Captain::ChatHelper
     }
   end
 
-  def chat_parameters
-    {
-      model: @model,
-      messages: @messages,
-      tools: @tool_registry&.registered_tools || [],
-      response_format: { type: 'json_object' },
-      temperature: temperature
-    }
+  def conversation_messages
+    @messages.reject { |m| m[:role] == 'system' || m[:role] == :system }
   end
 
   def temperature
@@ -51,8 +95,6 @@ module Captain::ChatHelper
     @account&.id || @assistant&.account_id
   end
 
-  private
-
   # Ensures all LLM calls and tool executions within an agentic loop
   # are grouped under a single trace/session in Langfuse.
   #
@@ -78,7 +120,7 @@ module Captain::ChatHelper
   def log_chat_completion_request
     Rails.logger.info(
       "#{self.class.name} Assistant: #{@assistant.id}, Requesting chat completion
-      for messages #{@messages} with #{@tool_registry&.registered_tools&.length || 0} tools
+      for messages #{@messages} with #{@tools&.length || 0} tools
       "
     )
   end

enterprise/app/helpers/captain/chat_response_helper.rb

@@ -0,0 +1,52 @@
+module Captain::ChatResponseHelper
+  private
+
+  def build_response(response)
+    Rails.logger.debug { "#{self.class.name} Assistant: #{@assistant.id}, Received response #{response}" }
+
+    parsed = parse_json_response(response.content)
+
+    persist_message(parsed, 'assistant')
+    parsed
+  end
+
+  def parse_json_response(content)
+    content = content.gsub('```json', '').gsub('```', '')
+    content = content.strip
+    JSON.parse(content)
+  rescue JSON::ParserError => e
+    Rails.logger.error "#{self.class.name} Assistant: #{@assistant.id}, Error parsing JSON response: #{e.message}"
+    { 'content' => content }
+  end
+
+  def persist_thinking_message(tool_call)
+    return if @copilot_thread.blank?
+
+    tool_name = tool_call.name.to_s
+
+    persist_message(
+      {
+        'content' => "Using #{tool_name}",
+        'function_name' => tool_name
+      },
+      'assistant_thinking'
+    )
+  end
+
+  def persist_tool_completion
+    return if @copilot_thread.blank?
+
+    tool_call = @pending_tool_calls&.pop
+    return unless tool_call
+
+    tool_name = tool_call.name.to_s
+
+    persist_message(
+      {
+        'content' => "Completed #{tool_name}",
+        'function_name' => tool_name
+      },
+      'assistant_thinking'
+    )
+  end
+end

enterprise/app/helpers/captain/tool_execution_helper.rb

@@ -1,83 +0,0 @@
-module Captain::ToolExecutionHelper
-  private
-
-  def handle_response(response)
-    Rails.logger.debug { "#{self.class.name} Assistant: #{@assistant.id}, Received response #{response}" }
-    message = response.dig('choices', 0, 'message')
-
-    if message['tool_calls']
-      process_tool_calls(message['tool_calls'])
-    else
-      message = JSON.parse(message['content'].strip)
-      persist_message(message, 'assistant')
-      message
-    end
-  end
-
-  def process_tool_calls(tool_calls)
-    append_tool_calls(tool_calls)
-    tool_calls.each { |tool_call| process_tool_call(tool_call) }
-    request_chat_completion
-  end
-
-  def process_tool_call(tool_call)
-    arguments = JSON.parse(tool_call['function']['arguments'])
-    function_name = tool_call['function']['name']
-    tool_call_id = tool_call['id']
-
-    if @tool_registry.respond_to?(function_name)
-      execute_tool(function_name, arguments, tool_call_id)
-    else
-      process_invalid_tool_call(function_name, tool_call_id)
-    end
-  end
-
-  def execute_tool(function_name, arguments, tool_call_id)
-    persist_tool_status(function_name, 'captain.copilot.using_tool')
-    result = perform_tool_call(function_name, arguments)
-    persist_tool_status(function_name, 'captain.copilot.completed_tool_call')
-    append_tool_response(result, tool_call_id)
-  end
-
-  def perform_tool_call(function_name, arguments)
-    instrument_tool_call(function_name, arguments) do
-      @tool_registry.send(function_name, arguments)
-    end
-  rescue StandardError => e
-    Rails.logger.error "Tool #{function_name} failed: #{e.message}"
-    "Error executing #{function_name}: #{e.message}"
-  end
-
-  def persist_tool_status(function_name, translation_key)
-    persist_message(
-      {
-        content: I18n.t(translation_key, function_name: function_name),
-        function_name: function_name
-      },
-      'assistant_thinking'
-    )
-  end
-
-  def append_tool_calls(tool_calls)
-    @messages << {
-      role: 'assistant',
-      tool_calls: tool_calls
-    }
-  end
-
-  def process_invalid_tool_call(function_name, tool_call_id)
-    persist_message(
-      { content: I18n.t('captain.copilot.invalid_tool_call'), function_name: function_name },
-      'assistant_thinking'
-    )
-    append_tool_response(I18n.t('captain.copilot.tool_not_available'), tool_call_id)
-  end
-
-  def append_tool_response(content, tool_call_id)
-    @messages << {
-      role: 'tool',
-      tool_call_id: tool_call_id,
-      content: content
-    }
-  end
-end

enterprise/app/jobs/captain/conversation/response_builder_job.rb

@@ -87,10 +87,15 @@ class Captain::Conversation::ResponseBuilderJob < ApplicationJob
       I18n.with_locale(@assistant.account.locale) do
         create_handoff_message
         @conversation.bot_handoff!
+        send_out_of_office_message_if_applicable
       end
     end
   end
 
+  def send_out_of_office_message_if_applicable
+    ::MessageTemplates::Template::OutOfOffice.perform_if_applicable(@conversation)
+  end
+
   def create_handoff_message
     create_outgoing_message(
       @assistant.config['handoff_message'].presence || I18n.t('conversations.captain.handoff')