feat: kickstart lsq transcript attachment

.rubocop.yml

@@ -23,7 +23,7 @@ Metrics/MethodLength:
     - 'enterprise/lib/captain/agent.rb'
 
 RSpec/ExampleLength:
-  Max: 50
+  Max: 25
 
 Style/Documentation:
   Enabled: false
@@ -336,4 +336,4 @@ FactoryBot/RedundantFactoryOption:
   Enabled: false
 
 FactoryBot/FactoryAssociationWithStrategy:
-  Enabled: false
+  Enabled: false

Gemfile

@@ -21,7 +21,6 @@ gem 'telephone_number'
 gem 'time_diff'
 gem 'tzinfo-data'
 gem 'valid_email2'
-gem 'octokit'
 # compress javascript config.assets.js_compressor
 gem 'uglifier'
 ##-- used for single column multiple binary flags in notification settings/feature flagging --##

Gemfile.lock

@@ -591,9 +591,6 @@ GEM
       rack (>= 1.2, < 4)
       snaky_hash (~> 2.0)
       version_gem (~> 1.1)
-    octokit (10.0.0)
-      faraday (>= 1, < 3)
-      sawyer (~> 0.9)
     oj (3.16.10)
       bigdecimal (>= 3.0)
       ostruct (>= 0.2)
@@ -820,9 +817,6 @@ GEM
       sprockets (> 3.0)
       sprockets-rails
       tilt
-    sawyer (0.9.2)
-      addressable (>= 2.3.5)
-      faraday (>= 0.17.3, < 3)
     scout_apm (5.3.3)
       parser
     scss_lint (0.60.0)
@@ -1063,7 +1057,6 @@ DEPENDENCIES
   net-smtp (~> 0.3.4)
   newrelic-sidekiq-metrics (>= 1.6.2)
   newrelic_rpm
-  octokit
   omniauth (>= 2.1.2)
   omniauth-google-oauth2 (>= 1.1.3)
   omniauth-oauth2

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

@@ -1,155 +0,0 @@
-class Api::V1::Accounts::Integrations::GithubController < Api::V1::Accounts::BaseController
-  before_action :fetch_hook
-  before_action :ensure_hook_exists, except: [:destroy]
-
-  def destroy
-    @hook.destroy!
-    head :ok
-  end
-
-  def repositories
-    repositories = github_service.repositories
-    filtered_repos = repositories.map do |repo|
-      {
-        full_name: repo[:full_name] || repo.full_name,
-        private: repo[:private] || repo.private
-      }
-    end
-    render json: filtered_repos
-  end
-
-  def search_repositories
-    repositories = github_service.search_repositories(params[:q])
-    filtered_repos = repositories.map do |repo|
-      {
-        full_name: repo[:full_name] || repo.full_name,
-        private: repo[:private] || repo.private
-      }
-    end
-    render json: filtered_repos
-  end
-
-  def assignees
-    assignees = github_service.assignees(repo_full_name)
-    filtered_assignees = assignees.map do |assignee|
-      {
-        login: assignee.login,
-        avatar_url: assignee.avatar_url
-      }
-    end
-    render json: filtered_assignees
-  end
-
-  def labels
-    labels = github_service.labels(repo_full_name)
-    filtered_labels = labels.map do |label|
-      {
-        name: label.name,
-        color: label.color
-      }
-    end
-    render json: filtered_labels
-  end
-
-  def search_issues
-    issues = github_service.search_issues(repo_full_name, params[:q])
-    filtered_issues = issues.map do |issue|
-      {
-        number: issue.number,
-        title: issue.title,
-        html_url: issue.html_url
-      }
-    end
-    render json: filtered_issues
-  end
-
-  def create_issue
-    issue_data = github_service.create_issue(
-      repo_full_name,
-      params[:title],
-      params[:body],
-      issue_options
-    )
-
-    github_issue = create_linked_issue(issue_data)
-    render json: issue_response(github_issue), status: :created
-  end
-
-  def link_issue
-    issue_data = github_service.issue(repo_full_name, params[:issue_number])
-    github_issue = create_linked_issue(issue_data)
-    render json: issue_response(github_issue), status: :created
-  end
-
-  def linked_issues
-    issues = GithubIssue.where(conversation_id: params[:conversation_id])
-
-    render json: issues.map do |issue|
-      {
-        id: issue.id,
-        issue_number: issue.issue_number,
-        title: issue.issue_title,
-        html_url: issue.html_url,
-        repo_full_name: issue.repo_full_name,
-        linked_by: {
-          id: issue.linked_by.id,
-          name: issue.linked_by.name
-        },
-        created_at: issue.created_at
-      }
-    end
-  end
-
-  def unlink_issue
-    github_issue = GithubIssue.find(params[:id])
-    github_issue.destroy!
-    head :ok
-  end
-
-  private
-
-  def fetch_hook
-    @hook = Integrations::Hook.where(account: Current.account).find_by(app_id: 'github')
-  end
-
-  def ensure_hook_exists
-    render json: { error: 'GitHub integration not configured' }, status: :unauthorized unless @hook
-  end
-
-  def github_service
-    @github_service ||= Github::GithubService.new(hook: @hook)
-  end
-
-  def repo_full_name
-    params[:repo_full_name] || "#{params[:owner]}/#{params[:repo]}"
-  end
-
-  def issue_options
-    options = {}
-    options[:assignees] = params[:assignees] if params[:assignees].present?
-    options[:labels] = params[:labels] if params[:labels].present?
-    options
-  end
-
-  def create_linked_issue(issue_data)
-    GithubIssue.create!(
-      conversation_id: params[:conversation_id],
-      account: Current.account,
-      repo_full_name: repo_full_name,
-      issue_number: issue_data.number,
-      issue_title: issue_data.title,
-      html_url: issue_data.html_url,
-      linked_by: Current.user
-    )
-  end
-
-  def issue_response(github_issue)
-    {
-      id: github_issue.id,
-      issue_number: github_issue.issue_number,
-      title: github_issue.issue_title,
-      html_url: github_issue.html_url,
-      repo_full_name: github_issue.repo_full_name
-    }
-  end
-end

app/controllers/github/callbacks_controller.rb

@@ -1,160 +0,0 @@
-class Github::CallbacksController < ApplicationController
-  include Github::IntegrationHelper
-
-  def show
-    # Validate account context early for all flows that require it
-    account if params[:code].present?
-
-    if params[:installation_id].present? && params[:code].present?
-      # Both installation and OAuth code present - handle both
-      handle_installation_with_oauth
-    elsif params[:installation_id].present?
-      # Only installation_id present - redirect to OAuth
-      handle_installation
-    else
-      # Only OAuth code present - handle authorization
-      handle_authorization
-    end
-  rescue StandardError => e
-    Rails.logger.error("Github callback error: #{e.message}")
-    redirect_to fallback_redirect_uri
-  end
-
-  private
-
-  def handle_installation_with_oauth
-    # Handle both installation and OAuth in one go
-    installation_id = params[:installation_id]
-
-    @response = oauth_client.auth_code.get_token(
-      params[:code],
-      redirect_uri: "#{base_url}/github/callback"
-    )
-
-    handle_response(installation_id)
-  end
-
-  def handle_installation
-    if params[:setup_action] == 'install'
-      installation_id = params[:installation_id]
-
-      redirect_to build_oauth_url(installation_id)
-    else
-      Rails.logger.error("Unknown setup_action: #{params[:setup_action]}")
-      redirect_to github_integration_settings_url
-    end
-  end
-
-  def handle_authorization
-    @response = oauth_client.auth_code.get_token(
-      params[:code],
-      redirect_uri: "#{base_url}/github/callback"
-    )
-
-    handle_response
-  end
-
-  def build_oauth_url(installation_id)
-    GlobalConfigService.load('GITHUB_CLIENT_ID', nil)
-
-    # Store installation_id in session for later use
-    session[:github_installation_id] = installation_id
-
-    # For now, redirect to a page that will initiate OAuth with proper account context
-    # This is a temporary solution until we have a proper account-agnostic setup
-    "#{ENV.fetch('FRONTEND_URL', nil)}/app/accounts/1/settings/integrations/github?setup_action=install&installation_id=#{installation_id}"
-  end
-
-  def oauth_client
-    app_id = GlobalConfigService.load('GITHUB_CLIENT_ID', nil)
-    app_secret = GlobalConfigService.load('GITHUB_CLIENT_SECRET', nil)
-
-    OAuth2::Client.new(
-      app_id,
-      app_secret,
-      {
-        site: 'https://github.com',
-        token_url: '/login/oauth/access_token',
-        authorize_url: '/login/oauth/authorize'
-      }
-    )
-  end
-
-  def handle_response(installation_id = nil)
-    settings = build_hook_settings(installation_id)
-    hook = create_integration_hook(settings)
-    hook.save!
-
-    cleanup_session_data
-    redirect_to github_redirect_uri
-  rescue StandardError => e
-    Rails.logger.error("Github callback error: #{e.message}")
-    redirect_to fallback_redirect_uri
-  end
-
-  def build_hook_settings(installation_id)
-    settings = {
-      token_type: parsed_body['token_type'],
-      scope: parsed_body['scope']
-    }
-
-    settings[:installation_id] = installation_id || session[:github_installation_id]
-    settings.compact
-  end
-
-  def create_integration_hook(settings)
-    account.hooks.new(
-      access_token: parsed_body['access_token'],
-      status: 'enabled',
-      app_id: 'github',
-      settings: settings
-    )
-  end
-
-  def cleanup_session_data
-    session.delete(:github_installation_id)
-  end
-
-  def account
-    @account ||= account_from_state
-  end
-
-  def account_from_state
-    raise ActionController::BadRequest, 'Missing state variable' if params[:state].blank?
-
-    # Try signed GlobalID first (installation flow)
-    account = GlobalID::Locator.locate_signed(params[:state])
-    return account if account
-
-    # Fallback to JWT token (direct OAuth flow)
-    account_id = verify_github_token(params[:state])
-    return Account.find(account_id) if account_id
-
-    raise 'Invalid or expired state'
-  rescue StandardError
-    raise ActionController::BadRequest, 'Invalid account context'
-  end
-
-  def github_redirect_uri
-    "#{ENV.fetch('FRONTEND_URL', nil)}/app/accounts/#{account.id}/settings/integrations/github"
-  end
-
-  def github_integration_settings_url
-    "#{ENV.fetch('FRONTEND_URL', nil)}/app/accounts/1/settings/integrations/github"
-  end
-
-  def fallback_redirect_uri
-    github_redirect_uri
-  rescue StandardError
-    # Fallback if no account context available
-    "#{ENV.fetch('FRONTEND_URL', nil)}/app/settings/integrations"
-  end
-
-  def parsed_body
-    @parsed_body ||= @response.response.parsed
-  end
-
-  def base_url
-    ENV.fetch('FRONTEND_URL', 'http://localhost:3000')
-  end
-end

app/controllers/super_admin/app_configs_controller.rb

@@ -42,8 +42,7 @@ class SuperAdmin::AppConfigsController < SuperAdmin::ApplicationController
       'instagram' => %w[INSTAGRAM_APP_ID INSTAGRAM_APP_SECRET INSTAGRAM_VERIFY_TOKEN INSTAGRAM_API_VERSION ENABLE_INSTAGRAM_CHANNEL_HUMAN_AGENT],
       'whatsapp_embedded' => %w[WHATSAPP_APP_ID WHATSAPP_APP_SECRET WHATSAPP_CONFIGURATION_ID WHATSAPP_API_VERSION],
       'notion' => %w[NOTION_CLIENT_ID NOTION_CLIENT_SECRET],
-      'google' => %w[GOOGLE_OAUTH_CLIENT_ID GOOGLE_OAUTH_CLIENT_SECRET GOOGLE_OAUTH_REDIRECT_URI],
-      'github' => %w[GITHUB_CLIENT_ID GITHUB_CLIENT_SECRET]
+      'google' => %w[GOOGLE_OAUTH_CLIENT_ID GOOGLE_OAUTH_CLIENT_SECRET GOOGLE_OAUTH_REDIRECT_URI]
     }
 
     @allowed_configs = mapping.fetch(@config, %w[ENABLE_ACCOUNT_SIGNUP FIREBASE_PROJECT_ID FIREBASE_CREDENTIALS])

app/helpers/github/integration_helper.rb

@@ -1,47 +0,0 @@
-module Github::IntegrationHelper
-  # Generates a signed JWT token for Github integration
-  #
-  # @param account_id [Integer] The account ID to encode in the token
-  # @return [String, nil] The encoded JWT token or nil if client secret is missing
-  def generate_github_token(account_id)
-    return if github_client_secret.blank?
-
-    JWT.encode(github_token_payload(account_id), github_client_secret, 'HS256')
-  rescue StandardError => e
-    Rails.logger.error("Failed to generate Github token: #{e.message}")
-    nil
-  end
-
-  def github_token_payload(account_id)
-    {
-      sub: account_id,
-      iat: Time.current.to_i
-    }
-  end
-
-  # Verifies and decodes a Github JWT token
-  #
-  # @param token [String] The JWT token to verify
-  # @return [Integer, nil] The account ID from the token or nil if invalid
-  def verify_github_token(token)
-    return if token.blank? || github_client_secret.blank?
-
-    github_decode_token(token, github_client_secret)
-  end
-
-  private
-
-  def github_client_secret
-    @github_client_secret ||= GlobalConfigService.load('GITHUB_CLIENT_SECRET', nil)
-  end
-
-  def github_decode_token(token, secret)
-    JWT.decode(token, secret, true, {
-                 algorithm: 'HS256',
-                 verify_expiration: true
-               }).first['sub']
-  rescue StandardError => e
-    Rails.logger.error("Unexpected error verifying Github token: #{e.message}")
-    nil
-  end
-end

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

@@ -15,20 +15,6 @@
       },
       "ERROR": "There was an error connecting to Shopify. Please try again or contact support if the issue persists."
     },
-    "GITHUB": {
-      "TITLE": "Connect Github",
-      "LABEL": "Github Client ID",
-      "PLACEHOLDER": "Enter your Github Client ID",
-      "HELP": "Enter your Github Client ID",
-      "CANCEL": "Cancel",
-      "SUBMIT": "Connect",
-      "DELETE": {
-        "TITLE": "Are you sure you want to delete the integration?",
-        "MESSAGE": "Are you sure you want to delete the integration?",
-        "CONFIRM": "Yes, delete",
-        "CANCEL": "Cancel"
-      }
-    },
     "HEADER": "Integrations",
     "DESCRIPTION": "Chatwoot integrates with multiple tools and services to improve your team's efficiency. Explore the list below to configure your favorite apps.",
     "LEARN_MORE": "Learn more about integrations",
@@ -352,7 +338,6 @@
       }
     }
   },
-
   "CAPTAIN": {
     "NAME": "Captain",
     "HEADER_KNOW_MORE": "Know more",

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

@@ -1,57 +0,0 @@
-<script setup>
-import { ref, computed, onMounted } from 'vue';
-import {
-  useFunctionGetter,
-  useMapGetter,
-  useStore,
-} from 'dashboard/composables/store';
-
-import Integration from './Integration.vue';
-import Spinner from 'shared/components/Spinner.vue';
-
-const store = useStore();
-
-const integrationLoaded = ref(false);
-
-const integration = useFunctionGetter('integrations/getIntegration', 'github');
-
-const uiFlags = useMapGetter('integrations/getUIFlags');
-
-const integrationAction = computed(() => {
-  if (integration.value.enabled) {
-    return 'disconnect';
-  }
-  return integration.value.action;
-});
-
-const initializeGithubIntegration = async () => {
-  await store.dispatch('integrations/get', 'github');
-  integrationLoaded.value = true;
-};
-
-onMounted(() => {
-  initializeGithubIntegration();
-});
-</script>
-
-<template>
-  <div class="flex-grow flex-shrink max-w-6xl p-4 mx-auto overflow-auto">
-    <div v-if="integrationLoaded && !uiFlags.isCreatingGithub">
-      <Integration
-        :integration-id="integration.id"
-        :integration-logo="integration.logo"
-        :integration-name="integration.name"
-        :integration-description="integration.description"
-        :integration-enabled="integration.enabled"
-        :integration-action="integrationAction"
-        :delete-confirmation-text="{
-          title: $t('INTEGRATION_SETTINGS.GITHUB.DELETE.TITLE'),
-          message: $t('INTEGRATION_SETTINGS.GITHUB.DELETE.MESSAGE'),
-        }"
-      />
-    </div>
-    <div v-else class="flex items-center justify-center flex-1">
-      <Spinner size="" color-scheme="primary" />
-    </div>
-  </div>
-</template>

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

@@ -10,7 +10,7 @@ import SettingsContent from '../Wrapper.vue';
 import Linear from './Linear.vue';
 import Notion from './Notion.vue';
 import Shopify from './Shopify.vue';
-import Github from './Github.vue';
+
 export default {
   routes: [
     {
@@ -100,16 +100,6 @@ export default {
           },
           props: route => ({ code: route.query.code }),
         },
-        {
-          path: 'github',
-          name: 'settings_integrations_github',
-          component: Github,
-          meta: {
-            featureFlag: FEATURE_FLAGS.INTEGRATIONS,
-            permissions: ['administrator'],
-          },
-          props: route => ({ error: route.query.error }),
-        },
         {
           path: 'shopify',
           name: 'settings_integrations_shopify',

app/models/integrations/app.rb

@@ -1,6 +1,5 @@
 class Integrations::App
   include Linear::IntegrationHelper
-  include Github::IntegrationHelper
   attr_accessor :params
 
   def initialize(params)
@@ -31,15 +30,10 @@ class Integrations::App
     params[:fields]
   end
 
-  # There is no way to get the account_id from the linear/github callback
-  # so we are using the generate token method to generate a token and encode it in the state parameter
+  # There is no way to get the account_id from the linear callback
+  # so we are using the generate_linear_token method to generate a token and encode it in the state parameter
   def encode_state
-    case params[:id]
-    when 'linear'
-      generate_linear_token(Current.account.id)
-    when 'github'
-      generate_github_token(Current.account.id)
-    end
+    generate_linear_token(Current.account.id)
   end
 
   def action
@@ -49,8 +43,6 @@ class Integrations::App
       "#{params[:action]}&client_id=#{client_id}&redirect_uri=#{self.class.slack_integration_url}"
     when 'linear'
       build_linear_action
-    when 'github'
-      build_github_action
     else
       params[:action]
     end
@@ -62,8 +54,6 @@ class Integrations::App
       GlobalConfigService.load('SLACK_CLIENT_SECRET', nil).present?
     when 'linear'
       GlobalConfigService.load('LINEAR_CLIENT_ID', nil).present?
-    when 'github'
-      github_enabled?
     when 'shopify'
       shopify_enabled?(account)
     when 'leadsquared'
@@ -88,17 +78,6 @@ class Integrations::App
     ].join('&')
   end
 
-  def build_github_action
-    GlobalConfigService.load('GITHUB_CLIENT_ID', nil)
-
-    # For GitHub Apps, redirect to installation page
-    # The standard /installations/new URL should show org/user selection if the app is properly configured
-    # Include state parameter with signed account ID for account context
-    github_app_name = GlobalConfigService.load('GITHUB_APP_NAME', 'chatwoot-qa')
-    state = Current.account.to_signed_global_id(expires_in: 1.hour)
-    "https://github.com/apps/#{github_app_name}/installations/new?state=#{state}"
-  end
-
   def enabled?(account)
     case params[:id]
     when 'webhook'
@@ -122,10 +101,6 @@ class Integrations::App
     "#{ENV.fetch('FRONTEND_URL', nil)}/linear/callback"
   end
 
-  def self.github_integration_url
-    "#{ENV.fetch('FRONTEND_URL', nil)}/github/callback"
-  end
-
   class << self
     def apps
       Hashie::Mash.new(APPS_CONFIG)
@@ -144,10 +119,6 @@ class Integrations::App
 
   private
 
-  def github_enabled?
-    GlobalConfigService.load('GITHUB_CLIENT_ID', nil).present? && GlobalConfigService.load('GITHUB_CLIENT_SECRET', nil).present?
-  end
-
   def shopify_enabled?(account)
     account.feature_enabled?('shopify_integration') && GlobalConfigService.load('SHOPIFY_CLIENT_ID', nil).present?
   end

app/models/message.rb

@@ -259,6 +259,30 @@ class Message < ApplicationRecord
     true
   end
 
+  # rubocop:disable Metrics/AbcSize, Metrics/CyclomaticComplexity, Metrics/PerceivedComplexity
+  def plain_text_content
+    # For email messages, extract clean plain text from HTML or text content
+    if incoming_email? && content_attributes.present? && content_attributes[:email].present?
+      email_content = content_attributes[:email]
+
+      # Try text content first
+      if email_content[:text_content].present?
+        text_content = email_content[:text_content][:reply] || email_content[:text_content][:full]
+        return text_content if text_content.present?
+      end
+
+      # Fall back to HTML content, strip HTML tags
+      if email_content[:html_content].present?
+        html_content = email_content[:html_content][:reply] || email_content[:html_content][:full]
+        return ActionView::Base.full_sanitizer.sanitize(html_content) if html_content.present?
+      end
+    end
+
+    # For non-email messages, return content as-is
+    content
+  end
+  # rubocop:enable Metrics/AbcSize, Metrics/CyclomaticComplexity, Metrics/PerceivedComplexity
+
   private
 
   def prevent_message_flooding

app/services/crm/leadsquared/api/activity_client.rb

@@ -23,7 +23,8 @@ class Crm::Leadsquared::Api::ActivityClient < Crm::Leadsquared::Api::BaseClient
     body = {
       'ActivityEventName' => name,
       'Score' => score.to_i,
-      'Direction' => direction.to_i
+      'Direction' => direction.to_i,
+      'AllowAttachments' => 1
     }
 
     response = post(path, {}, body)
@@ -33,4 +34,56 @@ class Crm::Leadsquared::Api::ActivityClient < Crm::Leadsquared::Api::BaseClient
   def fetch_activity_types
     get('ProspectActivity.svc/ActivityTypes.Get')
   end
+
+  # https://apidocs.leadsquared.com/file-upload-to-leads/
+  def upload_file(activity_event_code, file_name, file_content)
+    raise ArgumentError, 'Activity event code is required' if activity_event_code.blank?
+    raise ArgumentError, 'File name is required' if file_name.blank?
+    raise ArgumentError, 'File content is required' if file_content.blank?
+
+    # Derive the files host from the endpoint URL
+    files_host = derive_files_host
+
+    form_data = {
+      FileType: 0,           # 0 = Document
+      Entity: 1,             # 1 = Activity
+      Id: activity_event_code.to_s,
+      FileStorageType: 0,    # 0 = Permanent
+      EnableResize: false,
+      AccessKey: @access_key,
+      SecretKey: @secret_key
+    }
+
+    multipart_post("#{files_host}/File/Upload", file_name, file_content, form_data)
+  end
+
+  # https://apidocs.leadsquared.com/attach-a-file-to-activities/#api
+  def attach_file_to_activity(activity_id, file_url, file_name, description = nil)
+    raise ArgumentError, 'Activity ID is required' if activity_id.blank?
+    raise ArgumentError, 'File URL is required' if file_url.blank?
+    raise ArgumentError, 'File name is required' if file_name.blank?
+
+    path = 'ProspectActivity.svc/Attachment/Add'
+    body = {
+      'ProspectActivityId' => activity_id,
+      'AttachmentName' => file_name,
+      'Description' => description || 'Full conversation transcript',
+      'AttachmentFile' => file_url
+    }
+
+    response = post(path, {}, body)
+    response['Message']['Id']
+  end
+
+  private
+
+  def derive_files_host
+    # Convert API host to files host
+    # api-in21.leadsquared.com -> files-in21.leadsquared.com
+    # api-us11.leadsquared.com -> files-us11.leadsquared.com
+    # api.leadsquared.com -> files.leadsquared.com
+    host = URI.parse(@base_uri).host
+    files_host = host.gsub(/^api(-)?/, 'files\1')
+    "https://#{files_host}"
+  end
 end

app/services/crm/leadsquared/api/base_client.rb

@@ -43,6 +43,26 @@ class Crm::Leadsquared::Api::BaseClient
     handle_response(response)
   end
 
+  def multipart_post(full_url, file_name, file_content, form_data = {})
+    # Create temp file for upload
+    temp_file = Tempfile.new([File.basename(file_name, '.*'), File.extname(file_name)])
+    temp_file.binmode
+    temp_file.write(file_content)
+    temp_file.rewind
+
+    options = {
+      body: form_data.merge({
+                              uploadFiles: temp_file
+                            })
+    }
+
+    response = self.class.post(full_url, options)
+    handle_response(response)
+  ensure
+    temp_file&.close
+    temp_file&.unlink
+  end
+
   private
 
   def headers

app/services/crm/leadsquared/mappers/conversation_mapper.rb

@@ -88,7 +88,24 @@ class Crm::Leadsquared::Mappers::ConversationMapper
   end
 
   def message_content(message)
-    message.content.presence || I18n.t('crm.no_content')
+    # Use plain_text_content for email messages to get clean text
+    content = message.incoming_email? ? message.plain_text_content : message.content
+    content.presence || I18n.t('crm.no_content')
+  end
+
+  def full_transcript_text
+    # Generate complete transcript without truncation for file upload
+    separator = "\n\n"
+    header = "Conversation Transcript from #{brand_name}\n\n"
+    header += "Channel: #{conversation.inbox.name}\n"
+    header += "Conversation ID: #{conversation.display_id}\n"
+    header += "View in #{brand_name}: #{conversation_url}\n\n"
+    header += "Transcript:\n"
+    header += "#{('=' * 50)}\n\n"
+
+    messages_text = transcript_messages.reverse.map { |message| format_message(message) }.join(separator)
+
+    header + messages_text
   end
 
   def attachment_info(message)

app/services/crm/leadsquared/processor_service.rb

@@ -45,13 +45,22 @@ class Crm::Leadsquared::ProcessorService < Crm::BaseProcessorService
     return unless @allow_transcript
     return unless conversation.status == 'resolved'
 
-    create_conversation_activity(
-      conversation: conversation,
-      activity_type: 'transcript',
-      activity_code_key: 'transcript_activity_code',
-      metadata_key: 'transcript_activity_id',
-      activity_note: Crm::Leadsquared::Mappers::ConversationMapper.map_transcript_activity(@hook, conversation)
-    )
+    mapper = Crm::Leadsquared::Mappers::ConversationMapper.new(@hook, conversation)
+    full_transcript = mapper.full_transcript_text
+    activity_note = mapper.transcript_activity
+
+    # Check if full transcript exceeds the limit
+    if full_transcript.length > Crm::Leadsquared::Mappers::ConversationMapper::ACTIVITY_NOTE_MAX_SIZE
+      create_transcript_with_attachment(conversation, activity_note, full_transcript)
+    else
+      create_conversation_activity(
+        conversation: conversation,
+        activity_type: 'transcript',
+        activity_code_key: 'transcript_activity_code',
+        metadata_key: 'transcript_activity_id',
+        activity_note: activity_note
+      )
+    end
   end
 
   private
@@ -118,4 +127,45 @@ class Crm::Leadsquared::ProcessorService < Crm::BaseProcessorService
 
     lead_id
   end
+
+  # rubocop:disable Metrics/AbcSize, Metrics/MethodLength
+  def create_transcript_with_attachment(conversation, activity_note, full_transcript)
+    lead_id = get_lead_id(conversation.contact)
+    return if lead_id.blank?
+
+    activity_code = get_activity_code('transcript_activity_code')
+
+    # Add note about attached file to the activity note
+    note_with_attachment_info = "#{activity_note}\n\n[Full transcript attached as file due to length]"
+
+    # Create the activity first
+    activity_id = @activity_client.post_activity(lead_id, activity_code, note_with_attachment_info)
+    return if activity_id.blank?
+
+    # Upload the full transcript as a text file
+    file_name = "conversation_#{conversation.display_id}_transcript.txt"
+    upload_response = @activity_client.upload_file(activity_code, file_name, full_transcript)
+
+    # Attach the file to the activity using the S3 URL
+    if upload_response['s3FilePath'].present?
+      @activity_client.attach_file_to_activity(
+        activity_id,
+        upload_response['s3FilePath'],
+        file_name,
+        "Full transcript for conversation ##{conversation.display_id}"
+      )
+      Rails.logger.info("Attached full transcript file to LeadSquared activity #{activity_id} for conversation #{conversation.id}")
+    end
+
+    # Store the activity ID
+    metadata = { 'transcript_activity_id' => activity_id }
+    store_conversation_metadata(conversation, metadata)
+  rescue Crm::Leadsquared::Api::BaseClient::ApiError => e
+    ChatwootExceptionTracker.new(e, account: @account).capture_exception
+    Rails.logger.error "LeadSquared API error uploading transcript: #{e.message}"
+  rescue StandardError => e
+    ChatwootExceptionTracker.new(e, account: @account).capture_exception
+    Rails.logger.error "Error uploading transcript to LeadSquared: #{e.message}"
+  end
+  # rubocop:enable Metrics/AbcSize, Metrics/MethodLength
 end

app/services/github/github_service.rb

@@ -1,60 +0,0 @@
-class Github::GithubService
-  attr_reader :hook
-
-  def initialize(hook:)
-    @hook = hook
-  end
-
-  def repositories
-    client.repositories(nil, type: 'all')
-  rescue Octokit::Error => e
-    Rails.logger.error("GitHub API error fetching repositories: #{e.message}")
-    raise_api_error(e)
-  end
-
-  def assignees(repo_full_name)
-    client.repository_assignees(repo_full_name)
-  rescue Octokit::Error => e
-    Rails.logger.error("GitHub API error fetching assignees for #{repo_full_name}: #{e.message}")
-    raise_api_error(e)
-  end
-
-  def search_repositories(query)
-    return repositories if query.blank?
-
-    # Get all user's repositories first
-    user_repos = repositories
-
-    # Filter repositories by query string (case-insensitive)
-    user_repos.select do |repo|
-      repo.full_name.downcase.include?(query.downcase) ||
-        (repo.description&.downcase&.include?(query.downcase))
-    end
-  rescue Octokit::Error => e
-    Rails.logger.error("GitHub API error searching repositories with query '#{query}': #{e.message}")
-    raise_api_error(e)
-  end
-
-  private
-
-  def client
-    @client ||= Octokit::Client.new(
-      access_token: hook.access_token,
-      auto_paginate: true,
-      per_page: 100
-    )
-  end
-
-  def raise_api_error(error)
-    case error.response_status
-    when 401
-      raise CustomExceptions::Base.new('GitHub authentication failed', 401)
-    when 403
-      raise CustomExceptions::Base.new('GitHub API rate limit exceeded or insufficient permissions', 403)
-    when 404
-      raise CustomExceptions::Base.new('GitHub resource not found', 404)
-    else
-      raise CustomExceptions::Base.new("GitHub API error: #{error.message}", error.response_status || 500)
-    end
-  end
-end

app/services/twilio/incoming_message_service.rb

@@ -44,12 +44,6 @@ class Twilio::IncomingMessageService
     twilio_channel.sms? ? params[:From] : params[:From].gsub('whatsapp:', '')
   end
 
-  def normalized_phone_number
-    return phone_number unless twilio_channel.whatsapp?
-
-    Whatsapp::PhoneNumberNormalizationService.new(inbox).normalize_and_find_contact_by_provider("whatsapp:#{phone_number}", :twilio)
-  end
-
   def formatted_phone_number
     TelephoneNumber.parse(phone_number).international_number
   end
@@ -59,10 +53,8 @@ class Twilio::IncomingMessageService
   end
 
   def set_contact
-    source_id = twilio_channel.whatsapp? ? normalized_phone_number : params[:From]
-
     contact_inbox = ::ContactInboxWithContactBuilder.new(
-      source_id: source_id,
+      source_id: params[:From],
       inbox: inbox,
       contact_attributes: contact_attributes
     ).perform

app/services/whatsapp/incoming_message_service_helpers.rb

@@ -47,8 +47,17 @@ module Whatsapp::IncomingMessageServiceHelpers
     %w[reaction ephemeral unsupported request_welcome].include?(message_type)
   end
 
+  def argentina_phone_number?(phone_number)
+    phone_number.match(/^54/)
+  end
+
+  def normalised_argentina_mobil_number(phone_number)
+    # Remove 9 before country code
+    phone_number.sub(/^549/, '54')
+  end
+
   def processed_waid(waid)
-    Whatsapp::PhoneNumberNormalizationService.new(inbox).normalize_and_find_contact_by_provider(waid, :cloud)
+    Whatsapp::PhoneNumberNormalizationService.new(inbox).normalize_and_find_contact(waid)
   end
 
   def error_webhook_event?(message)

app/services/whatsapp/phone_number_normalization_service.rb

@@ -1,32 +1,23 @@
 # Service to handle phone number normalization for WhatsApp messages
 # Currently supports Brazil and Argentina phone number format variations
-# Supports both WhatsApp Cloud API and Twilio WhatsApp providers
+# Designed to be extensible for additional countries in future PRs
+#
+# Usage: Whatsapp::PhoneNumberNormalizationService.new(inbox).normalize_and_find_contact(waid)
 class Whatsapp::PhoneNumberNormalizationService
   def initialize(inbox)
     @inbox = inbox
   end
 
-  # @param raw_number [String] The phone number in provider-specific format
-  #   - Cloud: "5541988887777" (clean number)
-  #   - Twilio: "whatsapp:+5541988887777" (prefixed format)
-  # @param provider [Symbol] :cloud or :twilio
-  # @return [String] Normalized source_id in provider format or original if not found
-  def normalize_and_find_contact_by_provider(raw_number, provider)
-    # Extract clean number based on provider format
-    clean_number = extract_clean_number(raw_number, provider)
+  # Main entry point for phone number normalization
+  # Returns the source_id of an existing contact if found, otherwise returns original waid
+  def normalize_and_find_contact(waid)
+    normalizer = find_normalizer_for_country(waid)
+    return waid unless normalizer
 
-    # Find appropriate normalizer for the country
-    normalizer = find_normalizer_for_country(clean_number)
-    return raw_number unless normalizer
+    normalized_waid = normalizer.normalize(waid)
+    existing_contact_inbox = find_existing_contact_inbox(normalized_waid)
 
-    # Normalize the clean number
-    normalized_clean_number = normalizer.normalize(clean_number)
-
-    # Format for provider and check for existing contact
-    provider_format = format_for_provider(normalized_clean_number, provider)
-    existing_contact_inbox = find_existing_contact_inbox(provider_format)
-
-    existing_contact_inbox&.source_id || raw_number
+    existing_contact_inbox&.source_id || waid
   end
 
   private
@@ -42,26 +33,6 @@ class Whatsapp::PhoneNumberNormalizationService
     inbox.contact_inboxes.find_by(source_id: normalized_waid)
   end
 
-  # Extract clean number from provider-specific format
-  def extract_clean_number(raw_number, provider)
-    case provider
-    when :twilio
-      raw_number.gsub(/^whatsapp:\+/, '') # Remove prefix: "whatsapp:+5541988887777" → "5541988887777"
-    else
-      raw_number # Default fallback for unknown providers
-    end
-  end
-
-  # Format normalized number for provider-specific storage
-  def format_for_provider(clean_number, provider)
-    case provider
-    when :twilio
-      "whatsapp:+#{clean_number}" # Add prefix: "5541988887777" → "whatsapp:+5541988887777"
-    else
-      clean_number # Default for :cloud and unknown providers: "5541988887777"
-    end
-  end
-
   NORMALIZERS = [
     Whatsapp::PhoneNormalizers::BrazilPhoneNormalizer,
     Whatsapp::PhoneNormalizers::ArgentinaPhoneNormalizer

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

@@ -169,11 +169,7 @@
   <symbol id="icon-shopify"  viewBox="0 0 32 32">
     <path fill="currentColor" d="m20.448 31.974l9.625-2.083s-3.474-23.484-3.5-23.641s-.156-.255-.281-.255c-.13 0-2.573-.182-2.573-.182s-1.703-1.698-1.922-1.88a.4.4 0 0 0-.161-.099l-1.219 28.141zm-4.833-16.901s-1.083-.563-2.365-.563c-1.932 0-2.005 1.203-2.005 1.521c0 1.641 4.318 2.286 4.318 6.172c0 3.057-1.922 5.01-4.542 5.01c-3.141 0-4.719-1.953-4.719-1.953l.859-2.781s1.661 1.422 3.042 1.422c.901 0 1.302-.724 1.302-1.245c0-2.156-3.542-2.255-3.542-5.807c-.047-2.984 2.094-5.891 6.438-5.891c1.677 0 2.5.479 2.5.479l-1.26 3.625zm-.719-13.969c.177 0 .359.052.536.182c-1.313.62-2.75 2.188-3.344 5.323a76 76 0 0 1-2.516.771c.688-2.38 2.359-6.26 5.323-6.26zm1.646 3.932v.182c-1.005.307-2.115.646-3.193.979c.62-2.37 1.776-3.526 2.781-3.958c.255.667.411 1.568.411 2.797zm.718-2.973c.922.094 1.521 1.151 1.901 2.339c-.464.151-.979.307-1.542.484v-.333c0-1.005-.13-1.828-.359-2.495zm3.99 1.718c-.031 0-.083.026-.104.026c-.026 0-.385.099-.953.281C19.63 2.442 18.625.927 16.849.927h-.156C16.183.281 15.558 0 15.021 0c-4.141 0-6.12 5.172-6.74 7.797c-1.594.484-2.75.844-2.88.896c-.901.286-.927.313-1.031 1.161c-.099.615-2.438 18.75-2.438 18.75L20.01 32z"/>
   </symbol>
-  
-  <symbol id="icon-github" viewBox="0 0 24 24">
-    <path fill="currentColor" d="M12 0c-6.626 0-12 5.373-12 12 0 5.302 3.438 9.8 8.207 11.387.599.111.793-.261.793-.577v-2.234c-3.338.726-4.033-1.416-4.033-1.416-.546-1.387-1.333-1.756-1.333-1.756-1.089-.745.083-.729.083-.729 1.205.084 1.839 1.237 1.839 1.237 1.07 1.834 2.807 1.304 3.492.997.107-.775.418-1.305.762-1.604-2.665-.305-5.467-1.334-5.467-5.931 0-1.311.469-2.381 1.236-3.221-.124-.303-.535-1.524.117-3.176 0 0 1.008-.322 3.301 1.23.957-.266 1.983-.399 3.003-.404 1.02.005 2.047.138 3.006.404 2.291-1.552 3.297-1.23 3.297-1.23.653 1.653.242 2.874.118 3.176.77.84 1.235 1.911 1.235 3.221 0 4.609-2.807 5.624-5.479 5.921.43.372.823 1.102.823 2.222v3.293c0 .319.192.694.801.576 4.765-1.589 8.199-6.086 8.199-11.386 0-6.627-5.373-12-12-12z"/>
-  </symbol>
-  
+
   <symbol id="icon-slack" viewBox="0 0 24 24">
     <path fill="currentColor" d="M6.527 14.514A1.973 1.973 0 0 1 4.56 16.48a1.973 1.973 0 0 1-1.968-1.967c0-1.083.885-1.968 1.968-1.968h1.967zm.992 0c0-1.083.885-1.968 1.968-1.968s1.967.885 1.967 1.968v4.927a1.973 1.973 0 0 1-1.967 1.968a1.973 1.973 0 0 1-1.968-1.968zm1.968-7.987A1.973 1.973 0 0 1 7.519 4.56c0-1.083.885-1.967 1.968-1.967s1.967.884 1.967 1.967v1.968zm0 .992c1.083 0 1.967.884 1.967 1.967a1.973 1.973 0 0 1-1.967 1.968H4.56a1.973 1.973 0 0 1-1.968-1.968c0-1.083.885-1.967 1.968-1.967zm7.986 1.967c0-1.083.885-1.967 1.968-1.967s1.968.884 1.968 1.967a1.973 1.973 0 0 1-1.968 1.968h-1.968zm-.991 0a1.973 1.973 0 0 1-1.968 1.968a1.973 1.973 0 0 1-1.968-1.968V4.56c0-1.083.885-1.967 1.968-1.967s1.968.884 1.968 1.967zm-1.968 7.987c1.083 0 1.968.885 1.968 1.968a1.973 1.973 0 0 1-1.968 1.968a1.973 1.973 0 0 1-1.968-1.968v-1.968zm0-.992a1.973 1.973 0 0 1-1.968-1.967c0-1.083.885-1.968 1.968-1.968h4.927c1.083 0 1.968.885 1.968 1.968a1.973 1.973 0 0 1-1.968 1.967z"/>
   </symbol>

config/features.yml

@@ -176,9 +176,6 @@
 - name: notion_integration
   display_name: Notion Integration
   enabled: false
-- name: github_integration
-  display_name: Github Integration
-  enabled: false
 - name: captain_integration_v2
   display_name: Captain V2
   enabled: false

config/installation_config.yml

@@ -451,22 +451,3 @@
   locked: false
   description: 'Token expiry in days'
 ## ------ End of Customizations for Customers ------ ##
-
-# ------- Github Integration Config ------- #
-- name: GITHUB_CLIENT_ID
-  display_title: 'Github Client ID'
-  value:
-  locked: false
-  description: 'Github client ID'
-- name: GITHUB_CLIENT_SECRET
-  display_title: 'Github Client Secret'
-  value:
-  locked: false
-  description: 'Github client secret'
-  type: secret
-- name: GITHUB_APP_NAME
-  display_title: 'Github App Name'
-  value:
-  locked: false
-  description: 'Github App name for installation URLs (e.g., "chatwoot-qa")'
-## ------ End of Github Integration Config ------- #

config/integration/apps.yml

@@ -284,11 +284,3 @@ leadsquared:
       'conversation_activity_score',
       'transcript_activity_score',
     ]
-
-github:
-  id: github
-  logo: github.png
-  i18n_key: github
-  hook_type: account
-  action: https://github.com/login/oauth/authorize
-  allow_multiple_hooks: false

config/locales/en.yml

@@ -312,10 +312,6 @@ en:
       name: 'LeadSquared'
       short_description: 'Sync your contacts and conversations with LeadSquared CRM.'
       description: 'Sync your contacts and conversations with LeadSquared CRM. This integration automatically creates leads in LeadSquared when new contacts are added, and logs conversation activity to provide your sales team with complete context.'
-    github:
-      name: 'GitHub'
-      short_description: 'Create and manage GitHub issues directly from conversations.'
-      description: 'Connect your GitHub repositories to create issues directly from customer conversations. This integration helps you track bugs, feature requests, and development tasks seamlessly.'
   captain:
     copilot_message_required: Message is required
     copilot_error: 'Please connect an assistant to this inbox to use Copilot'

config/routes.rb

@@ -302,14 +302,6 @@ Rails.application.routes.draw do
                 delete :destroy
               end
             end
-            resource :github, controller: 'github', only: [] do
-              collection do
-                delete :destroy
-                get :repositories
-                get :search_repositories
-                get 'repositories/:owner/:repo/assignees', to: 'github#assignees', as: :repository_assignees
-              end
-            end
           end
           resources :working_hours, only: [:update]
 
@@ -557,10 +549,6 @@ Rails.application.routes.draw do
     end
   end
 
-  namespace :github do
-    get :callback, to: 'callbacks#show'
-  end
-
   get 'microsoft/callback', to: 'microsoft/callbacks#show'
   get 'google/callback', to: 'google/callbacks#show'
   get 'instagram/callback', to: 'instagram/callbacks#show'

db/migrate/20251022152158_add_index_to_conversations_identifier.rb

@@ -1,6 +0,0 @@
-class AddIndexToConversationsIdentifier < ActiveRecord::Migration[7.1]
-  disable_ddl_transaction!
-  def change
-    add_index :conversations, [:identifier, :account_id], name: 'index_conversations_on_identifier_and_account_id', algorithm: :concurrently
-  end
-end

db/schema.rb

@@ -10,7 +10,7 @@
 #
 # It's strongly recommended that you check this file into your version control system.
 
-ActiveRecord::Schema[7.1].define(version: 2025_10_22_152158) do
+ActiveRecord::Schema[7.1].define(version: 2025_10_03_091242) do
   # These extensions should be enabled to support this database
   enable_extension "pg_stat_statements"
   enable_extension "pg_trgm"
@@ -676,7 +676,6 @@ ActiveRecord::Schema[7.1].define(version: 2025_10_22_152158) do
     t.index ["contact_id"], name: "index_conversations_on_contact_id"
     t.index ["contact_inbox_id"], name: "index_conversations_on_contact_inbox_id"
     t.index ["first_reply_created_at"], name: "index_conversations_on_first_reply_created_at"
-    t.index ["identifier", "account_id"], name: "index_conversations_on_identifier_and_account_id" 
     t.index ["inbox_id"], name: "index_conversations_on_inbox_id"
     t.index ["priority"], name: "index_conversations_on_priority"
     t.index ["status", "account_id"], name: "index_conversations_on_status_and_account_id"

lsq.md

@@ -0,0 +1,71 @@
+# LeadSquared CRM Integration (Backend)
+
+## High-Level Flow
+- Accounts enable the `leadsquared` app via `config/integration/apps.yml`; the app is gated by the `crm_integration` feature flag and exposes settings for API keys, activity toggles, and scores.
+- Creating an `Integrations::Hook` (`app/models/integrations/hook.rb`) for this app stores credentials, marks the hook as `account`-scoped, and enqueues `Crm::SetupJob` to prepare LeadSquared-side prerequisites.
+- `Crm::SetupJob` (`app/jobs/crm/setup_job.rb`) instantiates `Crm::Leadsquared::SetupService` to resolve the tenant-specific API endpoint/timezone and ensure required custom activity types exist. The job persists setup output back into the hook’s `settings` json.
+- Runtime events (`contact.updated`, `conversation.created`, `conversation.resolved`) fan out through `HookListener` (`app/listeners/hook_listener.rb`) to `HookJob` (`app/jobs/hook_job.rb`), which serialises processing per hook with a Redis mutex and delegates to `Crm::Leadsquared::ProcessorService`.
+- Processor services under `app/services/crm/leadsquared/` orchestrate LeadSquared API calls, map Chatwoot data into LeadSquared payloads, and store external IDs/activity metadata on contacts and conversations to retain linkage.
+
+## Key Responsibilities by File
+- `config/integration/apps.yml`: Declares the LeadSquared app, required credentials (`access_key`, `secret_key`), optional activity toggles, score defaults, and visibility of stored settings. The schema enforces the shape of hook `settings` coming from the UI.
+- `app/models/integrations/hook.rb`: Persists integration hooks, enforces uniqueness per account, validates settings via the JSON schema above, checks the `crm_integration` feature flag, and enqueues CRM setup after creation. Stores a deterministic encrypted `access_token` and exposes `feature_allowed?`.
+- `app/jobs/crm/setup_job.rb`: Background job that loads the hook, short-circuits disabled/missing hooks, and invokes the right CRM-specific setup service (currently only LeadSquared).
+- `app/services/crm/leadsquared/setup_service.rb`: Calls LeadSquared’s `Authentication.svc/UserByAccessKey.Get` to derive tenant-specific API and app hosts, updates hook settings (`endpoint_url`, `app_url`, `timezone`), and ensures custom activity types for conversation start/transcript exist (creating them if absent) while persisting their numeric codes.
+- `app/jobs/hook_job.rb`: Consumes domain events and routes them per integration. For LeadSquared it locks on `Redis::Alfred::CRM_PROCESS_MUTEX` (`lib/redis/redis_keys.rb`) to avoid creating duplicate leads during rapid event bursts, then passes processing to the CRM service.
+- `app/services/crm/base_processor_service.rb`: Shared helpers for CRM processors—enforces interface (`handle_contact_created/updated`, `handle_conversation_created/resolved`), provides helpers for checking contact identifiability, reading/storing external IDs on contacts, and attaching metadata to conversations.
+- `app/services/crm/leadsquared/processor_service.rb`: Main runtime handler. Wires API clients, honours the hook’s `enable_*` toggles, processes contacts (create/update leads) and conversations (post LeadSquared activities), and records resulting IDs/metadata back to Chatwoot models. Uses `ChatwootExceptionTracker` for surfaced errors.
+- `app/services/crm/leadsquared/lead_finder_service.rb`: Retrieves an existing lead ID from stored contact metadata, searches LeadSquared by email or phone when absent, and creates a new lead as a last resort.
+- `app/services/crm/leadsquared/api/base_client.rb`: Thin HTTParty wrapper that signs requests with LeadSquared access/secret keys, centralises response parsing, and raises `ApiError` on non-success or malformed responses.
+- `app/services/crm/leadsquared/api/lead_client.rb`: Exposes search/update/create operations for leads, including `create_or_update_lead` (default LeadSquared behaviour) and an explicit `update_lead` used when the Chatwoot contact already stores the external ID.
+- `app/services/crm/leadsquared/api/activity_client.rb`: Manages posting activities against leads and creating/fetching activity types.
+- `app/services/crm/leadsquared/mappers/contact_mapper.rb`: Normalises Chatwoot contact fields to LeadSquared attribute keys, reformats phone numbers to `+<country>-<national>` form, and injects brand/source info.
+- `app/services/crm/leadsquared/mappers/conversation_mapper.rb`: Builds human-readable activity notes for conversation creation and transcript events, trimming content to LeadSquared limits and linking back to the Chatwoot conversation URL.
+
+## Lifecycle by Use Case
+
+### Hook Creation & Setup
+1. Admin enables the integration, supplying at least `access_key`/`secret_key`.
+2. `Integrations::Hook` persists the hook (`hook_type: account`) and enqueues `Crm::SetupJob`.
+3. `SetupService` resolves tenant metadata, resets clients to the tenant-specific base URL, and ensures two activity types:
+   - `<Brand> Conversation Started`
+   - `<Brand> Conversation Transcript`
+   Their numeric codes and resolved URLs/timezone are stored back into `hook.settings`.
+4. Subsequent API calls use the tenant-specific endpoint and the hook’s stored codes/timezone.
+
+### Contact Sync (`contact.updated`)
+- Trigger: `HookListener#contact_updated` dispatches when a Chatwoot contact changes.
+- `HookJob` locks per hook, instantiates `Crm::Leadsquared::ProcessorService`, and calls `handle_contact`.
+- Processor reloads the latest contact, skips if lacking email/phone/social profile, and retrieves any stored LeadSquared ID.
+- With an ID it calls `LeadClient#update_lead`; otherwise it calls `LeadClient#create_or_update_lead` and persists the returned `ProspectID` into `contact.additional_attributes['external']['leadsquared_id']`.
+- Any API/runtime error is captured via `ChatwootExceptionTracker` and logged; failures do not retry via the mutex job by default.
+
+### Conversation Created (`conversation.created`)
+- Trigger: `HookListener#conversation_created`.
+- `HookJob` locks and delegates to `handle_conversation_created`.
+- Processor exits early if the hook has `enable_conversation_activity` disabled.
+- Uses `LeadFinderService` to fetch or create the lead ID tied to the conversation’s contact (persisting it if newly discovered).
+- Builds the activity note via `ConversationMapper.map_conversation_activity`, fetches the configured `conversation_activity_code`, and posts the activity with `ActivityClient#post_activity`.
+- Stores the resulting activity ID under `conversation.additional_attributes['leadsquared']['created_activity_id']` for traceability.
+
+### Conversation Resolved (`conversation.resolved`)
+- Trigger: `HookListener#conversation_resolved` when status transitions to `resolved`.
+- `HookJob` locks and calls `handle_conversation_resolved`.
+- Processor requires `enable_transcript_activity` to be true and the conversation status to still be `resolved`.
+- Builds a transcript note (reverse-chronological, capped at 1,800 chars, including attachments) via `ConversationMapper.map_transcript_activity`.
+- Posts the transcript activity using `transcript_activity_code` and records the returned ID as `conversation.additional_attributes['leadsquared']['transcript_activity_id']`.
+
+## Stored Metadata & Settings
+- Hook settings persist credentials, resolved endpoint/app URLs, timezone, activity toggles, scores, and the created activity type codes. These values feed processor behaviour and the frontend’s “visible properties” list.
+- Contacts store `additional_attributes['external']['leadsquared_id']` once a LeadSquared prospect exists.
+- Conversations store a nested `additional_attributes['leadsquared']` hash with any activity IDs created.
+
+## Error Handling & Concurrency
+- All API wrappers raise `ApiError` on non-success; callers rescue to log and forward to `ChatwootExceptionTracker`.
+- `HookJob` inherits from `MutexApplicationJob`; coupled with the per-hook Redis mutex it prevents concurrent processing of contact/conversation events that would otherwise create duplicate leads.
+- Unsupported events or disabled hooks short-circuit in `HookListener`/`HookJob`, avoiding unnecessary API calls.
+
+## Extensibility Notes
+- The LeadSquared implementation follows the `Crm::BaseProcessorService` contract, simplifying future CRM additions.
+- Setup work is encapsulated so additional CRMs can hook into `Crm::SetupJob#create_setup_service`.
+- Feature flag (`crm_integration`) and hook JSON schema guardrails ensure enterprise-only exposure and predictable payloads.

spec/controllers/api/v2/accounts/reports_controller_spec.rb

@@ -10,7 +10,7 @@ RSpec.describe Api::V2::Accounts::ReportsController, type: :request do
     context 'when authenticated and authorized' do
       before do
         # Create conversations across 24 hours at different times
-        base_time = Time.utc(2024, 1, 14, 23, 0) # Start at 23:00 to span 2 days
+        base_time = Time.utc(2024, 1, 15, 0, 0) # Start at midnight UTC
 
         # Create conversations every 4 hours across 24 hours
         6.times do |i|
@@ -23,38 +23,36 @@ RSpec.describe Api::V2::Accounts::ReportsController, type: :request do
       end
 
       it 'timezone_offset affects data grouping and timestamps correctly' do
-        travel_to Time.utc(2024, 1, 15, 12, 0) do
-          Time.use_zone('UTC') do
-            base_time = Time.utc(2024, 1, 14, 23, 0) # Start at 23:00 to span 2 days
-            base_params = {
-              metric: 'conversations_count',
-              type: 'account',
-              since: (base_time - 1.day).to_i.to_s,
-              until: (base_time + 2.days).to_i.to_s,
-              group_by: 'day'
-            }
+        Time.use_zone('UTC') do
+          base_time = Time.utc(2024, 1, 15, 0, 0)
+          base_params = {
+            metric: 'conversations_count',
+            type: 'account',
+            since: (base_time - 1.day).to_i.to_s,
+            until: (base_time + 2.days).to_i.to_s,
+            group_by: 'day'
+          }
 
-            responses = [0, -8, 9].map do |offset|
-              get "/api/v2/accounts/#{account.id}/reports",
-                  params: base_params.merge(timezone_offset: offset),
-                  headers: admin.create_new_auth_token, as: :json
-              response.parsed_body
-            end
-
-            data_entries = responses.map { |r| r.select { |e| e['value'] > 0 } }
-            totals = responses.map { |r| r.sum { |e| e['value'] } }
-            timestamps = responses.map { |r| r.map { |e| e['timestamp'] } }
-
-            # Data conservation and redistribution
-            expect(totals.uniq).to eq([6])
-            expect(data_entries[0].map { |e| e['value'] }).to eq([1, 5])
-            expect(data_entries[1].map { |e| e['value'] }).to eq([3, 3])
-            expect(data_entries[2].map { |e| e['value'] }).to eq([4, 2])
-
-            # Timestamp differences
-            expect(timestamps.uniq.size).to eq(3)
-            timestamps[0].zip(timestamps[1]).each { |utc, pst| expect(utc - pst).to eq(-28_800) }
+          responses = [0, -8, 9].map do |offset|
+            get "/api/v2/accounts/#{account.id}/reports",
+                params: base_params.merge(timezone_offset: offset),
+                headers: admin.create_new_auth_token, as: :json
+            response.parsed_body
           end
+
+          data_entries = responses.map { |r| r.select { |e| e['value'] > 0 } }
+          totals = responses.map { |r| r.sum { |e| e['value'] } }
+          timestamps = responses.map { |r| r.map { |e| e['timestamp'] } }
+
+          # Data conservation and redistribution
+          expect(totals.uniq).to eq([6])
+          expect(data_entries[0].map { |e| e['value'] }).to eq([1, 5])
+          expect(data_entries[1].map { |e| e['value'] }).to eq([3, 3])
+          expect(data_entries[2].map { |e| e['value'] }).to eq([4, 2])
+
+          # Timestamp differences
+          expect(timestamps.uniq.size).to eq(3)
+          timestamps[0].zip(timestamps[1]).each { |utc, pst| expect(utc - pst).to eq(-28_800) }
         end
       end
 

spec/controllers/github/callbacks_controller_spec.rb

@@ -1,165 +0,0 @@
-require 'rails_helper'
-
-RSpec.describe Github::CallbacksController, type: :controller do
-  let(:account) { create(:account) }
-  let(:signed_account_id) { account.to_signed_global_id(expires_in: 1.hour) }
-
-  before do
-    # Clear any existing GitHub hooks for the account
-    account.hooks.where(app_id: 'github').destroy_all
-
-    allow(GlobalConfigService).to receive(:load).with('GITHUB_CLIENT_ID', nil).and_return('test_client_id')
-    allow(GlobalConfigService).to receive(:load).with('GITHUB_CLIENT_SECRET', nil).and_return('test_client_secret')
-  end
-
-  describe 'route accessibility' do
-    it 'is accessible via the github callback route' do
-      expect(get: '/github/callback').to route_to(
-        controller: 'github/callbacks',
-        action: 'show'
-      )
-    end
-  end
-
-  describe 'helper methods' do
-    describe '#account' do
-      it 'resolves account from valid signed global id' do
-        controller.params = { state: signed_account_id }
-        expect(controller.send(:account)).to eq(account)
-      end
-
-      it 'raises error for missing state' do
-        controller.params = {}
-        expect { controller.send(:account) }.to raise_error(ActionController::BadRequest, 'Invalid account context')
-      end
-
-      it 'raises error for invalid state' do
-        controller.params = { state: 'invalid_state' }
-        expect { controller.send(:account) }.to raise_error(ActionController::BadRequest, 'Invalid account context')
-      end
-    end
-
-    describe '#oauth_client' do
-      it 'creates OAuth2 client with correct configuration' do
-        oauth_client = controller.send(:oauth_client)
-        expect(oauth_client).to be_a(OAuth2::Client)
-        expect(oauth_client.id).to eq('test_client_id')
-        expect(oauth_client.secret).to eq('test_client_secret')
-        expect(oauth_client.site).to eq('https://github.com')
-        expect(oauth_client.options[:token_url]).to eq('/login/oauth/access_token')
-        expect(oauth_client.options[:authorize_url]).to eq('/login/oauth/authorize')
-      end
-    end
-
-    describe '#github_redirect_uri' do
-      before do
-        allow(controller).to receive(:account).and_return(account)
-      end
-
-      it 'generates correct GitHub redirect URI' do
-        with_modified_env FRONTEND_URL: 'http://localhost:3000' do
-          uri = controller.send(:github_redirect_uri)
-          expect(uri).to eq("http://localhost:3000/app/accounts/#{account.id}/settings/integrations/github")
-        end
-      end
-    end
-
-    describe '#fallback_redirect_uri' do
-      it 'generates fallback redirect URI when account is unavailable' do
-        allow(controller).to receive(:account).and_raise(StandardError)
-
-        with_modified_env FRONTEND_URL: 'http://localhost:3000' do
-          uri = controller.send(:fallback_redirect_uri)
-          expect(uri).to eq('http://localhost:3000/app/settings/integrations')
-        end
-      end
-    end
-
-    describe '#build_hook_settings' do
-      let(:mock_parsed_body) do
-        {
-          'access_token' => 'test_token',
-          'token_type' => 'bearer',
-          'scope' => 'repo,read:org'
-        }
-      end
-
-      before do
-        allow(controller).to receive(:parsed_body).and_return(mock_parsed_body)
-      end
-
-      it 'builds hook settings with installation_id' do
-        settings = controller.send(:build_hook_settings, '12345')
-        expect(settings).to include(
-          token_type: 'bearer',
-          scope: 'repo,read:org',
-          installation_id: '12345'
-        )
-      end
-
-      it 'builds hook settings without installation_id when nil' do
-        settings = controller.send(:build_hook_settings, nil)
-        expect(settings).to include(
-          token_type: 'bearer',
-          scope: 'repo,read:org'
-        )
-        expect(settings).not_to have_key(:installation_id)
-      end
-
-      it 'removes nil installation_id values' do
-        settings = controller.send(:build_hook_settings, nil)
-        expect(settings.keys).not_to include(:installation_id)
-      end
-    end
-
-    describe '#create_integration_hook' do
-      let(:settings) do
-        {
-          token_type: 'bearer',
-          scope: 'repo,read:org',
-          installation_id: '12345'
-        }
-      end
-
-      before do
-        allow(controller).to receive(:account).and_return(account)
-        allow(controller).to receive(:parsed_body).and_return({
-                                                                'access_token' => 'test_token'
-                                                              })
-      end
-
-      it 'creates integration hook with correct attributes' do
-        hook = controller.send(:create_integration_hook, settings)
-        expect(hook.access_token).to eq('test_token')
-        expect(hook.status).to eq('enabled')
-        expect(hook.app_id).to eq('github')
-        expect(hook.settings).to eq(settings.stringify_keys)
-        expect(hook.account).to eq(account)
-      end
-    end
-
-    describe '#build_oauth_url' do
-      it 'builds OAuth URL with installation context' do
-        with_modified_env FRONTEND_URL: 'http://localhost:3000' do
-          url = controller.send(:build_oauth_url, '12345')
-          expect(url).to include('github?setup_action=install&installation_id=12345')
-          expect(controller.session[:github_installation_id]).to eq('12345')
-        end
-      end
-    end
-
-    describe '#base_url' do
-      it 'returns FRONTEND_URL when set' do
-        with_modified_env FRONTEND_URL: 'https://app.chatwoot.com' do
-          expect(controller.send(:base_url)).to eq('https://app.chatwoot.com')
-        end
-      end
-
-      it 'returns default localhost when FRONTEND_URL not set' do
-        with_modified_env FRONTEND_URL: nil do
-          expect(controller.send(:base_url)).to eq('http://localhost:3000')
-        end
-      end
-    end
-  end
-end

spec/factories/channel/twilio_sms.rb

@@ -13,9 +13,5 @@ FactoryBot.define do
       sequence(:phone_number) { |n| "+123456789#{n}1" }
       messaging_service_sid { nil }
     end
-
-    trait :whatsapp do
-      medium { :whatsapp }
-    end
   end
 end

spec/models/integrations/app_spec.rb

@@ -38,25 +38,6 @@ RSpec.describe Integrations::App do
         end
       end
     end
-
-    context 'when the app is github' do
-      let(:app_name) { 'github' }
-
-      it 'returns the GitHub App installation URL with state parameter' do
-        with_modified_env GITHUB_CLIENT_ID: 'dummy_client_id', GITHUB_APP_NAME: 'test-app' do
-          expect(app.action).to include('https://github.com/apps/test-app/installations/new')
-          expect(app.action).to include('state=')
-        end
-      end
-
-      it 'uses default app name when GITHUB_APP_NAME is not set' do
-        with_modified_env GITHUB_CLIENT_ID: 'dummy_client_id' do
-          allow(GlobalConfigService).to receive(:load).with('GITHUB_CLIENT_ID', nil).and_return('dummy_client_id')
-          allow(GlobalConfigService).to receive(:load).with('GITHUB_APP_NAME', 'chatwoot-qa').and_return('chatwoot-qa')
-          expect(app.action).to include('https://github.com/apps/chatwoot-qa/installations/new')
-        end
-      end
-    end
   end
 
   describe '#active?' do
@@ -106,34 +87,6 @@ RSpec.describe Integrations::App do
       end
     end
 
-    context 'when the app is github' do
-      let(:app_name) { 'github' }
-
-      it 'returns false if github credentials are not present' do
-        allow(GlobalConfigService).to receive(:load).with('GITHUB_CLIENT_ID', nil).and_return(nil)
-        allow(GlobalConfigService).to receive(:load).with('GITHUB_CLIENT_SECRET', nil).and_return(nil)
-        expect(app.active?(account)).to be false
-      end
-
-      it 'returns false if only client_id is present' do
-        allow(GlobalConfigService).to receive(:load).with('GITHUB_CLIENT_ID', nil).and_return('client_id')
-        allow(GlobalConfigService).to receive(:load).with('GITHUB_CLIENT_SECRET', nil).and_return(nil)
-        expect(app.active?(account)).to be false
-      end
-
-      it 'returns false if only client_secret is present' do
-        allow(GlobalConfigService).to receive(:load).with('GITHUB_CLIENT_ID', nil).and_return(nil)
-        allow(GlobalConfigService).to receive(:load).with('GITHUB_CLIENT_SECRET', nil).and_return('client_secret')
-        expect(app.active?(account)).to be false
-      end
-
-      it 'returns true if both client_id and client_secret are present' do
-        allow(GlobalConfigService).to receive(:load).with('GITHUB_CLIENT_ID', nil).and_return('client_id')
-        allow(GlobalConfigService).to receive(:load).with('GITHUB_CLIENT_SECRET', nil).and_return('client_secret')
-        expect(app.active?(account)).to be true
-      end
-    end
-
     context 'when other apps are queried' do
       let(:app_name) { 'webhook' }
 

spec/models/message_spec.rb

@@ -694,6 +694,154 @@ RSpec.describe Message do
     end
   end
 
+  describe '#plain_text_content' do
+    let(:email_channel) { create(:channel_email) }
+    let(:email_inbox) { create(:inbox, channel: email_channel) }
+    let(:conversation) { create(:conversation, inbox: email_inbox) }
+
+    context 'when message is not an email' do
+      let(:message) { create(:message, conversation: conversation, content: 'Regular text message') }
+
+      it 'returns the content as-is' do
+        expect(message.plain_text_content).to eq('Regular text message')
+      end
+    end
+
+    context 'when message is an incoming email' do
+      context 'with text content' do
+        let(:message) do
+          create(
+            :message,
+            conversation: conversation,
+            message_type: :incoming,
+            content_type: 'incoming_email',
+            content: 'Email body',
+            content_attributes: {
+              email: {
+                text_content: {
+                  reply: 'This is the reply text',
+                  full: 'This is the full text'
+                }
+              }
+            }
+          )
+        end
+
+        it 'returns the reply text content' do
+          expect(message.plain_text_content).to eq('This is the reply text')
+        end
+      end
+
+      context 'with text content full only' do
+        let(:message) do
+          create(
+            :message,
+            conversation: conversation,
+            message_type: :incoming,
+            content_type: 'incoming_email',
+            content: 'Email body',
+            content_attributes: {
+              email: {
+                text_content: {
+                  full: 'This is the full text only'
+                }
+              }
+            }
+          )
+        end
+
+        it 'returns the full text content' do
+          expect(message.plain_text_content).to eq('This is the full text only')
+        end
+      end
+
+      context 'with HTML content only' do
+        let(:message) do
+          create(
+            :message,
+            conversation: conversation,
+            message_type: :incoming,
+            content_type: 'incoming_email',
+            content: 'Email body',
+            content_attributes: {
+              email: {
+                html_content: {
+                  reply: '<p>This is <strong>HTML</strong> content</p>',
+                  full: '<div>Full HTML</div>'
+                }
+              }
+            }
+          )
+        end
+
+        it 'strips HTML tags and returns plain text' do
+          expect(message.plain_text_content).to eq('This is HTML content')
+        end
+      end
+
+      context 'with HTML content full only' do
+        let(:message) do
+          create(
+            :message,
+            conversation: conversation,
+            message_type: :incoming,
+            content_type: 'incoming_email',
+            content: 'Email body',
+            content_attributes: {
+              email: {
+                html_content: {
+                  full: '<div><p>Full <em>HTML</em> only</p></div>'
+                }
+              }
+            }
+          )
+        end
+
+        it 'strips HTML tags from full content' do
+          expect(message.plain_text_content).to eq('Full HTML only')
+        end
+      end
+
+      context 'with no email content attributes' do
+        let(:message) do
+          create(
+            :message,
+            conversation: conversation,
+            message_type: :incoming,
+            content_type: 'incoming_email',
+            content: 'Fallback content'
+          )
+        end
+
+        it 'returns the regular content' do
+          expect(message.plain_text_content).to eq('Fallback content')
+        end
+      end
+
+      context 'with empty email content' do
+        let(:message) do
+          create(
+            :message,
+            conversation: conversation,
+            message_type: :incoming,
+            content_type: 'incoming_email',
+            content: 'Fallback content',
+            content_attributes: {
+              email: {
+                text_content: { reply: '', full: '' },
+                html_content: { reply: '', full: '' }
+              }
+            }
+          )
+        end
+
+        it 'returns the regular content as fallback' do
+          expect(message.plain_text_content).to eq('Fallback content')
+        end
+      end
+    end
+  end
+
   describe '#reindex_for_search callback' do
     let(:account) { create(:account) }
     let(:conversation) { create(:conversation, account: account) }

spec/services/crm/leadsquared/api/activity_client_spec.rb

@@ -141,7 +141,8 @@ RSpec.describe Crm::Leadsquared::Api::ActivityClient do
             body: {
               'ActivityEventName' => activity_params[:name],
               'Score' => activity_params[:score],
-              'Direction' => activity_params[:direction]
+              'Direction' => activity_params[:direction],
+              'AllowAttachments' => 1
             }.to_json,
             headers: headers
           )
@@ -173,7 +174,8 @@ RSpec.describe Crm::Leadsquared::Api::ActivityClient do
             body: {
               'ActivityEventName' => activity_params[:name],
               'Score' => activity_params[:score],
-              'Direction' => activity_params[:direction]
+              'Direction' => activity_params[:direction],
+              'AllowAttachments' => 1
             }.to_json,
             headers: headers
           )
@@ -197,7 +199,8 @@ RSpec.describe Crm::Leadsquared::Api::ActivityClient do
             body: {
               'ActivityEventName' => activity_params[:name],
               'Score' => activity_params[:score],
-              'Direction' => activity_params[:direction]
+              'Direction' => activity_params[:direction],
+              'AllowAttachments' => 1
             }.to_json,
             headers: headers
           )
@@ -214,4 +217,149 @@ RSpec.describe Crm::Leadsquared::Api::ActivityClient do
       end
     end
   end
+
+  describe '#upload_file' do
+    let(:activity_event_code) { 1001 }
+    let(:file_name) { 'transcript.txt' }
+    let(:file_content) { 'Full conversation transcript content here' }
+    let(:files_url) { 'https://files.leadsquared.com/File/Upload' }
+
+    context 'with missing required parameters' do
+      it 'raises ArgumentError when activity_event_code is missing' do
+        expect { client.upload_file(nil, file_name, file_content) }
+          .to raise_error(ArgumentError, 'Activity event code is required')
+      end
+
+      it 'raises ArgumentError when file_name is missing' do
+        expect { client.upload_file(activity_event_code, nil, file_content) }
+          .to raise_error(ArgumentError, 'File name is required')
+      end
+
+      it 'raises ArgumentError when file_content is missing' do
+        expect { client.upload_file(activity_event_code, file_name, nil) }
+          .to raise_error(ArgumentError, 'File content is required')
+      end
+    end
+
+    context 'when request is successful' do
+      let(:s3_file_path) { 'https://landingpagecontentv2.s3.amazonaws.com/test/transcript.txt' }
+      let(:success_response) do
+        {
+          'Status' => 'Success',
+          'uploadedFile' => file_name,
+          'relativeFilePath' => 'https://f2.leadsquaredcdn.com/test/transcript.txt',
+          's3FilePath' => s3_file_path,
+          'description' => nil
+        }
+      end
+
+      before do
+        stub_request(:post, files_url)
+          .to_return(
+            status: 200,
+            body: success_response.to_json,
+            headers: { 'Content-Type' => 'application/json' }
+          )
+      end
+
+      it 'uploads the file and returns the response' do
+        response = client.upload_file(activity_event_code, file_name, file_content)
+        expect(response['s3FilePath']).to eq(s3_file_path)
+        expect(response['uploadedFile']).to eq(file_name)
+      end
+    end
+
+    context 'when API request fails' do
+      before do
+        stub_request(:post, files_url)
+          .to_return(
+            status: 500,
+            body: 'Internal Server Error',
+            headers: { 'Content-Type' => 'text/plain' }
+          )
+      end
+
+      it 'raises ApiError when the request fails' do
+        expect { client.upload_file(activity_event_code, file_name, file_content) }
+          .to raise_error(Crm::Leadsquared::Api::BaseClient::ApiError)
+      end
+    end
+  end
+
+  describe '#attach_file_to_activity' do
+    let(:path) { 'ProspectActivity.svc/Attachment/Add' }
+    let(:full_url) { URI.join(credentials[:endpoint_url], path).to_s }
+    let(:activity_id) { SecureRandom.uuid }
+    let(:file_url) { 'https://landingpagecontentv2.s3.amazonaws.com/test/transcript.txt' }
+    let(:file_name) { 'transcript.txt' }
+    let(:description) { 'Full conversation transcript' }
+
+    context 'with missing required parameters' do
+      it 'raises ArgumentError when activity_id is missing' do
+        expect { client.attach_file_to_activity(nil, file_url, file_name) }
+          .to raise_error(ArgumentError, 'Activity ID is required')
+      end
+
+      it 'raises ArgumentError when file_url is missing' do
+        expect { client.attach_file_to_activity(activity_id, nil, file_name) }
+          .to raise_error(ArgumentError, 'File URL is required')
+      end
+
+      it 'raises ArgumentError when file_name is missing' do
+        expect { client.attach_file_to_activity(activity_id, file_url, nil) }
+          .to raise_error(ArgumentError, 'File name is required')
+      end
+    end
+
+    context 'when request is successful' do
+      let(:attachment_id) { SecureRandom.uuid }
+      let(:success_response) do
+        {
+          'Status' => 'Success',
+          'Message' => {
+            'Id' => attachment_id
+          }
+        }
+      end
+
+      before do
+        stub_request(:post, full_url)
+          .with(
+            body: {
+              'ProspectActivityId' => activity_id,
+              'AttachmentName' => file_name,
+              'Description' => description,
+              'AttachmentFile' => file_url
+            }.to_json,
+            headers: headers
+          )
+          .to_return(
+            status: 200,
+            body: success_response.to_json,
+            headers: { 'Content-Type' => 'application/json' }
+          )
+      end
+
+      it 'attaches the file to the activity and returns attachment ID' do
+        response = client.attach_file_to_activity(activity_id, file_url, file_name, description)
+        expect(response).to eq(attachment_id)
+      end
+    end
+
+    context 'when API request fails' do
+      before do
+        stub_request(:post, full_url)
+          .to_return(
+            status: 500,
+            body: 'Internal Server Error',
+            headers: { 'Content-Type' => 'text/plain' }
+          )
+      end
+
+      it 'raises ApiError when the request fails' do
+        expect { client.attach_file_to_activity(activity_id, file_url, file_name, description) }
+          .to raise_error(Crm::Leadsquared::Api::BaseClient::ApiError)
+      end
+    end
+  end
 end

spec/services/crm/leadsquared/mappers/conversation_mapper_spec.rb

@@ -251,4 +251,95 @@ RSpec.describe Crm::Leadsquared::Mappers::ConversationMapper do
       end
     end
   end
+
+  describe '#full_transcript_text' do
+    let(:mapper) { described_class.new(hook, conversation) }
+    let(:user) { create(:user, name: 'Agent Smith') }
+    let(:contact) { create(:contact, name: 'Customer Jones') }
+
+    before do
+      create(:message,
+             conversation: conversation,
+             sender: user,
+             content: 'First message',
+             message_type: :outgoing,
+             created_at: Time.zone.parse('2024-01-01 10:00:00'))
+      create(:message,
+             conversation: conversation,
+             sender: contact,
+             content: 'Second message',
+             message_type: :incoming,
+             created_at: Time.zone.parse('2024-01-01 10:01:00'))
+    end
+
+    it 'generates a complete transcript without truncation' do
+      result = mapper.send(:full_transcript_text)
+
+      expect(result).to include('Conversation Transcript from TestBrand')
+      expect(result).to include('Channel: Test Inbox')
+      expect(result).to include("Conversation ID: #{conversation.display_id}")
+      expect(result).to include('View in TestBrand:')
+      expect(result).to include('Transcript:')
+      expect(result).to include('=' * 50)
+      expect(result).to include('[2024-01-01 10:01] Customer Jones: Second message')
+      expect(result).to include('[2024-01-01 10:00] Agent Smith: First message')
+    end
+
+    it 'includes all messages without length restriction' do
+      # Create many messages
+      20.times do |i|
+        create(:message,
+               conversation: conversation,
+               sender: user,
+               content: "Message number #{i}" * 50, # Long content
+               message_type: :outgoing,
+               created_at: Time.zone.parse('2024-01-01 10:00:00') + i.hours)
+      end
+
+      result = mapper.send(:full_transcript_text)
+
+      # Verify all messages are included (no truncation)
+      20.times do |i|
+        expect(result).to include("Message number #{i}")
+      end
+
+      # The full transcript can exceed ACTIVITY_NOTE_MAX_SIZE
+      expect(result.length).to be > described_class::ACTIVITY_NOTE_MAX_SIZE
+    end
+
+    context 'with email messages' do
+      let(:email_channel) { create(:channel_email) }
+      let(:email_inbox) { create(:inbox, channel: email_channel, account: account, name: 'Email Inbox') }
+      let(:email_conversation) { create(:conversation, account: account, inbox: email_inbox) }
+      let(:email_mapper) { described_class.new(hook, email_conversation) }
+
+      it 'uses plain_text_content for email messages' do
+        email_message = create(
+          :message,
+          conversation: email_conversation,
+          sender: contact,
+          message_type: :incoming,
+          content_type: 'incoming_email',
+          content: 'Email body',
+          content_attributes: {
+            email: {
+              html_content: {
+                reply: '<p>This is <strong>HTML</strong> content</p>'
+              }
+            }
+          },
+          created_at: Time.zone.parse('2024-01-01 10:00:00')
+        )
+
+        # Mock plain_text_content to return stripped content
+        allow(email_message).to receive(:plain_text_content).and_return('This is HTML content')
+        allow(email_conversation.messages).to receive(:chat).and_return([email_message])
+
+        result = email_mapper.send(:full_transcript_text)
+
+        expect(result).to include('This is HTML content')
+        expect(result).not_to include('<strong>')
+      end
+    end
+  end
 end

spec/services/crm/leadsquared/processor_service_spec.rb

@@ -177,11 +177,13 @@ RSpec.describe Crm::Leadsquared::ProcessorService do
 
   describe '#handle_conversation_resolved' do
     let(:activity_note) { 'Conversation transcript' }
+    let(:full_transcript) { 'Full conversation transcript text' }
+    let(:mapper) { instance_double(Crm::Leadsquared::Mappers::ConversationMapper) }
 
     before do
-      allow(Crm::Leadsquared::Mappers::ConversationMapper).to receive(:map_transcript_activity)
-        .with(hook, conversation)
-        .and_return(activity_note)
+      # Stub the mapper class methods
+      allow_any_instance_of(Crm::Leadsquared::Mappers::ConversationMapper).to receive(:full_transcript_text).and_return(full_transcript)
+      allow_any_instance_of(Crm::Leadsquared::Mappers::ConversationMapper).to receive(:transcript_activity).and_return(activity_note)
     end
 
     context 'when transcript activities are enabled and conversation is resolved' do
@@ -198,9 +200,88 @@ RSpec.describe Crm::Leadsquared::ProcessorService do
           .and_return('test_activity_id')
       end
 
-      it 'creates the transcript activity and stores metadata' do
-        service.handle_conversation_resolved(conversation)
-        expect(conversation.reload.additional_attributes['leadsquared']['transcript_activity_id']).to eq('test_activity_id')
+      context 'when transcript is within the size limit' do
+        it 'creates the transcript activity and stores metadata' do
+          service.handle_conversation_resolved(conversation)
+          expect(conversation.reload.additional_attributes['leadsquared']['transcript_activity_id']).to eq('test_activity_id')
+        end
+
+        it 'does not upload file' do
+          expect(activity_client).not_to receive(:upload_file)
+          service.handle_conversation_resolved(conversation)
+        end
+      end
+
+      context 'when transcript exceeds the size limit' do
+        let(:long_transcript) { 'A' * 2000 } # Exceeds ACTIVITY_NOTE_MAX_SIZE (1800)
+        let(:s3_file_path) { 'https://s3.amazonaws.com/test/transcript.txt' }
+
+        before do
+          allow_any_instance_of(Crm::Leadsquared::Mappers::ConversationMapper).to receive(:full_transcript_text).and_return(long_transcript)
+
+          allow(activity_client).to receive(:upload_file)
+            .with(1002, "conversation_#{conversation.display_id}_transcript.txt", long_transcript)
+            .and_return({ 's3FilePath' => s3_file_path })
+
+          allow(activity_client).to receive(:attach_file_to_activity)
+            .with('test_activity_id', s3_file_path, "conversation_#{conversation.display_id}_transcript.txt",
+                  "Full transcript for conversation ##{conversation.display_id}")
+            .and_return('attachment_id')
+
+          allow(activity_client).to receive(:post_activity)
+            .with('test_lead_id', 1002, /Full transcript attached as file/)
+            .and_return('test_activity_id')
+        end
+
+        it 'uploads the full transcript as a file' do
+          service.handle_conversation_resolved(conversation)
+          expect(activity_client).to have_received(:upload_file)
+            .with(1002, "conversation_#{conversation.display_id}_transcript.txt", long_transcript)
+        end
+
+        it 'attaches the file to the activity' do
+          service.handle_conversation_resolved(conversation)
+          expect(activity_client).to have_received(:attach_file_to_activity)
+            .with('test_activity_id', s3_file_path, anything, anything)
+        end
+
+        it 'creates activity with attachment info note' do
+          service.handle_conversation_resolved(conversation)
+          expect(activity_client).to have_received(:post_activity)
+            .with('test_lead_id', 1002, /Full transcript attached as file/)
+        end
+
+        it 'stores the activity metadata' do
+          service.handle_conversation_resolved(conversation)
+          expect(conversation.reload.additional_attributes['leadsquared']['transcript_activity_id']).to eq('test_activity_id')
+        end
+      end
+
+      context 'when file upload fails' do
+        let(:long_transcript) { 'A' * 2000 }
+
+        before do
+          allow_any_instance_of(Crm::Leadsquared::Mappers::ConversationMapper).to receive(:full_transcript_text).and_return(long_transcript)
+
+          # Stub the post_activity call that happens before upload fails
+          allow(activity_client).to receive(:post_activity)
+            .with('test_lead_id', 1002, /Full transcript attached as file/)
+            .and_return('test_activity_id')
+
+          allow(activity_client).to receive(:upload_file)
+            .and_raise(Crm::Leadsquared::Api::BaseClient::ApiError.new('Upload error'))
+
+          allow(Rails.logger).to receive(:error)
+        end
+
+        it 'logs the error' do
+          service.handle_conversation_resolved(conversation)
+          expect(Rails.logger).to have_received(:error).with(/LeadSquared API error uploading transcript/)
+        end
+
+        it 'does not raise an error' do
+          expect { service.handle_conversation_resolved(conversation) }.not_to raise_error
+        end
       end
     end
 

spec/services/twilio/incoming_message_service_spec.rb

@@ -402,230 +402,6 @@ describe Twilio::IncomingMessageService do
         existing_contact.reload
         expect(existing_contact.name).to eq('Alice Johnson')
       end
-
-      describe 'When the incoming number is a Brazilian number in new format with 9 included' do
-        let!(:whatsapp_twilio_channel) do
-          create(:channel_twilio_sms, :whatsapp, account: account, account_sid: 'ACxxx',
-                                                 inbox: create(:inbox, account: account, greeting_enabled: false))
-        end
-
-        it 'creates appropriate conversations, message and contacts if contact does not exist' do
-          params = {
-            SmsSid: 'SMxx',
-            From: 'whatsapp:+5541988887777',
-            AccountSid: 'ACxxx',
-            MessagingServiceSid: whatsapp_twilio_channel.messaging_service_sid,
-            Body: 'Test message from Brazil',
-            ProfileName: 'João Silva'
-          }
-
-          described_class.new(params: params).perform
-
-          expect(whatsapp_twilio_channel.inbox.conversations.count).not_to eq(0)
-          expect(whatsapp_twilio_channel.inbox.contacts.first.name).to eq('João Silva')
-          expect(whatsapp_twilio_channel.inbox.messages.first.content).to eq('Test message from Brazil')
-          expect(whatsapp_twilio_channel.inbox.contact_inboxes.first.source_id).to eq('whatsapp:+5541988887777')
-        end
-
-        it 'appends to existing contact if contact inbox exists' do
-          # Create existing contact with same format
-          normalized_contact = create(:contact, account: account, phone_number: '+5541988887777')
-          contact_inbox = create(:contact_inbox, source_id: 'whatsapp:+5541988887777', contact: normalized_contact,
-                                                 inbox: whatsapp_twilio_channel.inbox)
-          last_conversation = create(:conversation, inbox: whatsapp_twilio_channel.inbox, contact_inbox: contact_inbox)
-
-          params = {
-            SmsSid: 'SMxx',
-            From: 'whatsapp:+5541988887777',
-            AccountSid: 'ACxxx',
-            MessagingServiceSid: whatsapp_twilio_channel.messaging_service_sid,
-            Body: 'Another message from Brazil',
-            ProfileName: 'João Silva'
-          }
-
-          described_class.new(params: params).perform
-
-          # No new conversation should be created
-          expect(whatsapp_twilio_channel.inbox.conversations.count).to eq(1)
-          # Message appended to the last conversation
-          expect(last_conversation.messages.last.content).to eq('Another message from Brazil')
-        end
-      end
-
-      describe 'When incoming number is a Brazilian number in old format without the 9 included' do
-        let!(:whatsapp_twilio_channel) do
-          create(:channel_twilio_sms, :whatsapp, account: account, account_sid: 'ACxxx',
-                                                 inbox: create(:inbox, account: account, greeting_enabled: false))
-        end
-
-        it 'appends to existing contact when contact inbox exists in old format' do
-          # Create existing contact with old format (12 digits)
-          old_contact = create(:contact, account: account, phone_number: '+554188887777')
-          contact_inbox = create(:contact_inbox, source_id: 'whatsapp:+554188887777', contact: old_contact, inbox: whatsapp_twilio_channel.inbox)
-          last_conversation = create(:conversation, inbox: whatsapp_twilio_channel.inbox, contact_inbox: contact_inbox)
-
-          params = {
-            SmsSid: 'SMxx',
-            From: 'whatsapp:+554188887777',
-            AccountSid: 'ACxxx',
-            MessagingServiceSid: whatsapp_twilio_channel.messaging_service_sid,
-            Body: 'Test message from Brazil old format',
-            ProfileName: 'Maria Silva'
-          }
-
-          described_class.new(params: params).perform
-
-          # No new conversation should be created
-          expect(whatsapp_twilio_channel.inbox.conversations.count).to eq(1)
-          # Message appended to the last conversation
-          expect(last_conversation.messages.last.content).to eq('Test message from Brazil old format')
-        end
-
-        it 'appends to existing contact when contact inbox exists in new format' do
-          # Create existing contact with new format (13 digits)
-          normalized_contact = create(:contact, account: account, phone_number: '+5541988887777')
-          contact_inbox = create(:contact_inbox, source_id: 'whatsapp:+5541988887777', contact: normalized_contact,
-                                                 inbox: whatsapp_twilio_channel.inbox)
-          last_conversation = create(:conversation, inbox: whatsapp_twilio_channel.inbox, contact_inbox: contact_inbox)
-
-          # Incoming message with old format (12 digits)
-          params = {
-            SmsSid: 'SMxx',
-            From: 'whatsapp:+554188887777',
-            AccountSid: 'ACxxx',
-            MessagingServiceSid: whatsapp_twilio_channel.messaging_service_sid,
-            Body: 'Test message from Brazil',
-            ProfileName: 'João Silva'
-          }
-
-          described_class.new(params: params).perform
-
-          # Should find and use existing contact, not create duplicate
-          expect(whatsapp_twilio_channel.inbox.conversations.count).to eq(1)
-          # Message appended to the existing conversation
-          expect(last_conversation.messages.last.content).to eq('Test message from Brazil')
-          # Should use the existing contact's source_id (normalized format)
-          expect(whatsapp_twilio_channel.inbox.contact_inboxes.first.source_id).to eq('whatsapp:+5541988887777')
-        end
-
-        it 'creates contact inbox with incoming number when no existing contact' do
-          params = {
-            SmsSid: 'SMxx',
-            From: 'whatsapp:+554188887777',
-            AccountSid: 'ACxxx',
-            MessagingServiceSid: whatsapp_twilio_channel.messaging_service_sid,
-            Body: 'Test message from Brazil',
-            ProfileName: 'Carlos Silva'
-          }
-
-          described_class.new(params: params).perform
-
-          expect(whatsapp_twilio_channel.inbox.conversations.count).not_to eq(0)
-          expect(whatsapp_twilio_channel.inbox.contacts.first.name).to eq('Carlos Silva')
-          expect(whatsapp_twilio_channel.inbox.messages.first.content).to eq('Test message from Brazil')
-          expect(whatsapp_twilio_channel.inbox.contact_inboxes.first.source_id).to eq('whatsapp:+554188887777')
-        end
-      end
-
-      describe 'When the incoming number is an Argentine number with 9 after country code' do
-        let!(:whatsapp_twilio_channel) do
-          create(:channel_twilio_sms, :whatsapp, account: account, account_sid: 'ACxxx',
-                                                 inbox: create(:inbox, account: account, greeting_enabled: false))
-        end
-
-        it 'creates appropriate conversations, message and contacts if contact does not exist' do
-          params = {
-            SmsSid: 'SMxx',
-            From: 'whatsapp:+5491123456789',
-            AccountSid: 'ACxxx',
-            MessagingServiceSid: whatsapp_twilio_channel.messaging_service_sid,
-            Body: 'Test message from Argentina',
-            ProfileName: 'Carlos Mendoza'
-          }
-
-          described_class.new(params: params).perform
-
-          expect(whatsapp_twilio_channel.inbox.conversations.count).not_to eq(0)
-          expect(whatsapp_twilio_channel.inbox.contacts.first.name).to eq('Carlos Mendoza')
-          expect(whatsapp_twilio_channel.inbox.messages.first.content).to eq('Test message from Argentina')
-          expect(whatsapp_twilio_channel.inbox.contact_inboxes.first.source_id).to eq('whatsapp:+5491123456789')
-        end
-
-        it 'appends to existing contact if contact inbox exists with normalized format' do
-          # Create existing contact with normalized format (without 9 after country code)
-          normalized_contact = create(:contact, account: account, phone_number: '+541123456789')
-          contact_inbox = create(:contact_inbox, source_id: 'whatsapp:+541123456789', contact: normalized_contact,
-                                                 inbox: whatsapp_twilio_channel.inbox)
-          last_conversation = create(:conversation, inbox: whatsapp_twilio_channel.inbox, contact_inbox: contact_inbox)
-
-          # Incoming message with 9 after country code
-          params = {
-            SmsSid: 'SMxx',
-            From: 'whatsapp:+5491123456789',
-            AccountSid: 'ACxxx',
-            MessagingServiceSid: whatsapp_twilio_channel.messaging_service_sid,
-            Body: 'Test message from Argentina',
-            ProfileName: 'Carlos Mendoza'
-          }
-
-          described_class.new(params: params).perform
-
-          # Should find and use existing contact, not create duplicate
-          expect(whatsapp_twilio_channel.inbox.conversations.count).to eq(1)
-          # Message appended to the existing conversation
-          expect(last_conversation.messages.last.content).to eq('Test message from Argentina')
-          # Should use the normalized source_id from existing contact
-          expect(whatsapp_twilio_channel.inbox.contact_inboxes.first.source_id).to eq('whatsapp:+541123456789')
-        end
-      end
-
-      describe 'When incoming number is an Argentine number without 9 after country code' do
-        let!(:whatsapp_twilio_channel) do
-          create(:channel_twilio_sms, :whatsapp, account: account, account_sid: 'ACxxx',
-                                                 inbox: create(:inbox, account: account, greeting_enabled: false))
-        end
-
-        it 'appends to existing contact when contact inbox exists with same format' do
-          # Create existing contact with same format (without 9)
-          contact = create(:contact, account: account, phone_number: '+541123456789')
-          contact_inbox = create(:contact_inbox, source_id: 'whatsapp:+541123456789', contact: contact, inbox: whatsapp_twilio_channel.inbox)
-          last_conversation = create(:conversation, inbox: whatsapp_twilio_channel.inbox, contact_inbox: contact_inbox)
-
-          params = {
-            SmsSid: 'SMxx',
-            From: 'whatsapp:+541123456789',
-            AccountSid: 'ACxxx',
-            MessagingServiceSid: whatsapp_twilio_channel.messaging_service_sid,
-            Body: 'Test message from Argentina',
-            ProfileName: 'Ana García'
-          }
-
-          described_class.new(params: params).perform
-
-          # No new conversation should be created
-          expect(whatsapp_twilio_channel.inbox.conversations.count).to eq(1)
-          # Message appended to the last conversation
-          expect(last_conversation.messages.last.content).to eq('Test message from Argentina')
-        end
-
-        it 'creates contact inbox with incoming number when no existing contact' do
-          params = {
-            SmsSid: 'SMxx',
-            From: 'whatsapp:+541123456789',
-            AccountSid: 'ACxxx',
-            MessagingServiceSid: whatsapp_twilio_channel.messaging_service_sid,
-            Body: 'Test message from Argentina',
-            ProfileName: 'Diego López'
-          }
-
-          described_class.new(params: params).perform
-
-          expect(whatsapp_twilio_channel.inbox.conversations.count).not_to eq(0)
-          expect(whatsapp_twilio_channel.inbox.contacts.first.name).to eq('Diego López')
-          expect(whatsapp_twilio_channel.inbox.messages.first.content).to eq('Test message from Argentina')
-          expect(whatsapp_twilio_channel.inbox.contact_inboxes.first.source_id).to eq('whatsapp:+541123456789')
-        end
-      end
     end
   end
 end