Merge branch 'develop' into inline-edit

Adds a Call model to track voice call state across providers (Twilio,
WhatsApp). This replaces storing call data in
conversation.additional_attributes and provides a foundation for call
analytics multi-call-per-conversation support, and future voice
providers.

---------

Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>

.annotaterb.yml

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

.bundler-audit.yml

@@ -1,3 +1,9 @@
 ---
 ignore:
   - CVE-2021-41098 # https://github.com/chatwoot/chatwoot/issues/3097 (update once azure blob storage is updated)
+  - GHSA-57hq-95w6-v4fc # Devise confirmable race condition — patched locally in User model (remove once on Devise 5+)
+  # Chatwoot defaults to Active Storage redirect-style URLs, and its recommended
+  # storage setup uses local/cloud storage with optional direct uploads to the
+  # storage provider rather than Rails proxy mode. Revisit if we enable
+  # rails_storage_proxy or other app-served Active Storage proxy routes.
+  - CVE-2026-33658

.circleci/config.yml

@@ -3,6 +3,7 @@ orbs:
   node: circleci/node@6.1.0
   qlty-orb: qltysh/qlty-orb@0.0
 
+# Shared defaults for setup steps
 defaults: &defaults
   working_directory: ~/build
   machine:
@@ -12,21 +13,147 @@ defaults: &defaults
     RAILS_LOG_TO_STDOUT: false
     COVERAGE: true
     LOG_LEVEL: warn
-  parallelism: 4
 
 jobs:
-  build:
+  # Separate job for linting (no parallelism needed)
+  lint:
     <<: *defaults
     steps:
       - checkout
+
+      # Install minimal system dependencies for linting
+      - run:
+          name: Install System Dependencies
+          command: |
+            sudo apt-get update
+            DEBIAN_FRONTEND=noninteractive sudo apt-get install -y \
+              libpq-dev \
+              build-essential \
+              git \
+              curl \
+              libssl-dev \
+              zlib1g-dev \
+              libreadline-dev \
+              libyaml-dev \
+              openjdk-11-jdk \
+              jq \
+              software-properties-common \
+              ca-certificates \
+              imagemagick \
+              libxml2-dev \
+              libxslt1-dev \
+              file \
+              g++ \
+              gcc \
+              autoconf \
+              gnupg2 \
+              patch \
+              ruby-dev \
+              liblzma-dev \
+              libgmp-dev \
+              libncurses5-dev \
+              libffi-dev \
+              libgdbm6 \
+              libgdbm-dev \
+              libvips
+
+      - run:
+          name: Install RVM and Ruby 3.4.4
+          command: |
+            sudo apt-get install -y gpg
+            gpg --keyserver hkp://keyserver.ubuntu.com --recv-keys 409B6B1796C275462A1703113804BB82D39DC0E3 7D2BAF1CF37B13E2069D6956105BD0E739499BDB
+            \curl -sSL https://get.rvm.io | bash -s stable
+            echo 'source ~/.rvm/scripts/rvm' >> $BASH_ENV
+            source ~/.rvm/scripts/rvm
+            rvm install "3.4.4"
+            rvm use 3.4.4 --default
+            gem install bundler -v 2.5.16
+
+      - run:
+          name: Install Application Dependencies
+          command: |
+            source ~/.rvm/scripts/rvm
+            bundle install
+
       - node/install:
-          node-version: '23.7'
+          node-version: '24.13'
       - node/install-pnpm
       - node/install-packages:
           pkg-manager: pnpm
           override-ci-command: pnpm i
-      - run: node --version
-      - run: pnpm --version
+
+      # Swagger verification
+      - run:
+          name: Verify swagger API specification
+          command: |
+            bundle exec rake swagger:build
+            if [[ `git status swagger/swagger.json --porcelain` ]]
+            then
+              echo "ERROR: The swagger.json file is not in sync with the yaml specification. Run 'rake swagger:build' and commit 'swagger/swagger.json'."
+              exit 1
+            fi
+            mkdir -p ~/tmp
+            curl -L https://repo1.maven.org/maven2/org/openapitools/openapi-generator-cli/7.19.0/openapi-generator-cli-7.19.0.jar > ~/tmp/openapi-generator-cli-7.19.0.jar
+            java -jar ~/tmp/openapi-generator-cli-7.19.0.jar validate -i swagger/swagger.json
+
+      # Bundle audit
+      - run:
+          name: Bundle audit
+          command: bundle exec bundle audit update && bundle exec bundle audit check -v
+
+      # Rubocop linting
+      - run:
+          name: Rubocop
+          command: bundle exec rubocop --parallel
+
+      # ESLint linting
+      - run:
+          name: eslint
+          command: pnpm run eslint
+
+  # Separate job for frontend tests
+  frontend-tests:
+    <<: *defaults
+    steps:
+      - checkout
+      - node/install:
+          node-version: '24.13'
+      - node/install-pnpm
+      - node/install-packages:
+          pkg-manager: pnpm
+          override-ci-command: pnpm i
+
+      - run:
+          name: Run frontend tests (with coverage)
+          command: pnpm run test:coverage
+
+      - run:
+          name: Move coverage files if they exist
+          command: |
+            if [ -d "coverage" ]; then
+              mkdir -p ~/build/coverage
+              cp -r coverage ~/build/coverage/frontend || true
+            fi
+          when: always
+
+      - persist_to_workspace:
+          root: ~/build
+          paths:
+            - coverage
+
+  # Backend tests with parallelization
+  backend-tests:
+    <<: *defaults
+    parallelism: 18
+    steps:
+      - checkout
+      - node/install:
+          node-version: '24.13'
+      - node/install-pnpm
+      - node/install-packages:
+          pkg-manager: pnpm
+          override-ci-command: pnpm i
+
       - run:
           name: Add PostgreSQL repository and update
           command: |
@@ -91,19 +218,48 @@ jobs:
             source ~/.rvm/scripts/rvm
             bundle install
 
-      # Swagger verification
+      # Install and configure OpenSearch
       - run:
-          name: Verify swagger API specification
+          name: Install OpenSearch
           command: |
-            bundle exec rake swagger:build
-            if [[ `git status swagger/swagger.json --porcelain` ]]
-            then
-              echo "ERROR: The swagger.json file is not in sync with the yaml specification. Run 'rake swagger:build' and commit 'swagger/swagger.json'."
-              exit 1
-            fi
-            mkdir -p ~/tmp
-            curl -L https://repo1.maven.org/maven2/org/openapitools/openapi-generator-cli/6.3.0/openapi-generator-cli-6.3.0.jar > ~/tmp/openapi-generator-cli-6.3.0.jar
-            java -jar ~/tmp/openapi-generator-cli-6.3.0.jar validate -i swagger/swagger.json
+            # Download and install OpenSearch 2.11.0 (compatible with Elasticsearch 7.x clients)
+            wget https://artifacts.opensearch.org/releases/bundle/opensearch/2.11.0/opensearch-2.11.0-linux-x64.tar.gz
+            tar -xzf opensearch-2.11.0-linux-x64.tar.gz
+            sudo mv opensearch-2.11.0 /opt/opensearch
+
+      - run:
+          name: Configure and Start OpenSearch
+          command: |
+            # Configure OpenSearch for single-node testing
+            cat > /opt/opensearch/config/opensearch.yml \<< EOF
+            cluster.name: chatwoot-test
+            node.name: node-1
+            network.host: 0.0.0.0
+            http.port: 9200
+            discovery.type: single-node
+            plugins.security.disabled: true
+            EOF
+
+            # Set ownership and permissions
+            sudo chown -R $USER:$USER /opt/opensearch
+
+            # Start OpenSearch in background
+            /opt/opensearch/bin/opensearch -d -p /tmp/opensearch.pid
+
+      - run:
+          name: Wait for OpenSearch to be ready
+          command: |
+            echo "Waiting for OpenSearch to start..."
+            for i in {1..30}; do
+              if curl -s http://localhost:9200/_cluster/health | grep -q '"status"'; then
+                echo "OpenSearch is ready!"
+                exit 0
+              fi
+              echo "Waiting... ($i/30)"
+              sleep 2
+            done
+            echo "OpenSearch failed to start"
+            exit 1
 
       # Configure environment and database
       - run:
@@ -121,63 +277,98 @@ jobs:
             sed -i -e '/POSTGRES_USERNAME/ s/=.*/=chatwoot/' .env
             sed -i -e "/POSTGRES_PASSWORD/ s/=.*/=$pg_pass/" .env
             echo -en "\nINSTALLATION_ENV=circleci" >> ".env"
+            echo -en "\nOPENSEARCH_URL=http://localhost:9200" >> ".env"
 
       # Database setup
       - run:
           name: Run DB migrations
           command: bundle exec rails db:chatwoot_prepare
 
-      # Bundle audit
-      - run:
-          name: Bundle audit
-          command: bundle exec bundle audit update && bundle exec bundle audit check -v
-
-      # Rubocop linting
-      - run:
-          name: Rubocop
-          command: bundle exec rubocop
-
-      # ESLint linting
-      - run:
-          name: eslint
-          command: pnpm run eslint
-
-      - run:
-          name: Run frontend tests (with coverage)
-          command: |
-            mkdir -p ~/build/coverage/frontend
-            pnpm run test:coverage
-
-      # Run backend tests
+      # Run backend tests (parallelized)
       - run:
           name: Run backend tests
           command: |
             mkdir -p ~/tmp/test-results/rspec
             mkdir -p ~/tmp/test-artifacts
             mkdir -p ~/build/coverage/backend
-            TESTFILES=$(circleci tests glob "spec/**/*_spec.rb" | circleci tests split --split-by=timings)
+
+            # Use round-robin distribution (same as GitHub Actions) for better test isolation
+            # This prevents tests with similar timing from being grouped on the same runner
+            SPEC_FILES=($(find spec -name '*_spec.rb' | sort))
+            TESTS=""
+
+            for i in "${!SPEC_FILES[@]}"; do
+              if [ $(( i % $CIRCLE_NODE_TOTAL )) -eq $CIRCLE_NODE_INDEX ]; then
+                TESTS="$TESTS ${SPEC_FILES[$i]}"
+              fi
+            done
+
             bundle exec rspec -I ./spec --require coverage_helper --require spec_helper --format progress \
                               --format RspecJunitFormatter \
                               --out ~/tmp/test-results/rspec.xml \
-                              -- ${TESTFILES}
+                              -- $TESTS
           no_output_timeout: 30m
 
-      # Qlty coverage publish
-      - qlty-orb/coverage_publish:
-          files: |
-            coverage/coverage.json
-            coverage/lcov.info
+      # Store test results for better splitting in future runs
+      - store_test_results:
+          path: ~/tmp/test-results
 
       - run:
-          name: List coverage directory contents
+          name: Move coverage files if they exist
           command: |
-            ls -R ~/build/coverage
+            if [ -d "coverage" ]; then
+              mkdir -p ~/build/coverage
+              cp -r coverage ~/build/coverage/backend || true
+            fi
+          when: always
 
       - persist_to_workspace:
           root: ~/build
           paths:
             - coverage
 
+  # Collect coverage from all jobs
+  coverage:
+    <<: *defaults
+    steps:
+      - checkout
+      - attach_workspace:
+          at: ~/build
+
+      # Qlty coverage publish
+      - qlty-orb/coverage_publish:
+          files: |
+            coverage/frontend/lcov.info
+
+      - run:
+          name: List coverage directory contents
+          command: |
+            ls -R ~/build/coverage || echo "No coverage directory"
+
       - store_artifacts:
           path: coverage
           destination: coverage
+
+  build:
+    <<: *defaults
+    steps:
+      - run:
+          name: Legacy build aggregator
+          command: |
+            echo "All main jobs passed; build job kept only for GitHub required check compatibility."
+
+workflows:
+  version: 2
+  build:
+    jobs:
+      - lint
+      - frontend-tests
+      - backend-tests
+      - coverage:
+          requires:
+            - frontend-tests
+            - backend-tests
+      - build:
+          requires:
+            - lint
+            - coverage

.devcontainer/docker-compose.base.yml

@@ -10,7 +10,7 @@ services:
       dockerfile: .devcontainer/Dockerfile.base
       args:
         VARIANT: 'ubuntu-22.04'
-        NODE_VERSION: '23.7.0'
+        NODE_VERSION: '24.13.0'
         RUBY_VERSION: '3.4.4'
         # On Linux, you may need to update USER_UID and USER_GID below if not your local UID is not 1000.
         USER_UID: '1000'

.devcontainer/docker-compose.yml

@@ -11,7 +11,7 @@ services:
       dockerfile: .devcontainer/Dockerfile
       args:
         VARIANT: 'ubuntu-22.04'
-        NODE_VERSION: '23.7.0'
+        NODE_VERSION: '24.13.0'
         RUBY_VERSION: '3.4.4'
         # On Linux, you may need to update USER_UID and USER_GID below if not your local UID is not 1000.
         USER_UID: '1000'

.env.example

@@ -105,6 +105,7 @@ MAILER_INBOUND_EMAIL_DOMAIN=
 # mandrill for Mandrill
 # postmark for Postmark
 # sendgrid for Sendgrid
+# ses for Amazon SES
 RAILS_INBOUND_EMAIL_SERVICE=
 # Use one of the following based on the email ingress service
 # Ref: https://edgeguides.rubyonrails.org/action_mailbox_basics.html
@@ -114,6 +115,10 @@ RAILS_INBOUND_EMAIL_PASSWORD=
 MAILGUN_INGRESS_SIGNING_KEY=
 MANDRILL_INGRESS_API_KEY=
 
+# SNS topic ARN for ActionMailbox (format: arn:aws:sns:region:account-id:topic-name)
+# Configure only if the rails_inbound_email_service = ses
+ACTION_MAILBOX_SES_SNS_TOPIC=
+
 # Creating Your Inbound Webhook Instructions for Postmark and Sendgrid:
 # Inbound webhook URL format:
 #    https://actionmailbox:[YOUR_RAILS_INBOUND_EMAIL_PASSWORD]@[YOUR_CHATWOOT_DOMAIN.COM]/rails/action_mailbox/[RAILS_INBOUND_EMAIL_SERVICE]/inbound_emails
@@ -215,6 +220,7 @@ ANDROID_SHA256_CERT_FINGERPRINT=AC:73:8E:DE:EB:56:EA:CC:10:87:02:A7:65:37:7B:38:
 ## https://github.com/DataDog/dd-trace-rb/blob/master/docs/GettingStarted.md#environment-variables
 # DD_TRACE_AGENT_URL=
 
+
 # MaxMindDB API key to download GeoLite2 City database
 # IP_LOOKUP_API_KEY=
 
@@ -256,6 +262,8 @@ AZURE_APP_SECRET=
 ## Change these values to fine tune performance
 # control the concurrency setting of sidekiq
 # SIDEKIQ_CONCURRENCY=10
+# Enable verbose logging each time a job is dequeued in Sidekiq
+# ENABLE_SIDEKIQ_DEQUEUE_LOGGER=false
 
 
 # AI powered features
@@ -266,3 +274,6 @@ AZURE_APP_SECRET=
 # Set to true if you want to remove stale contact inboxes
 # contact_inboxes with no conversation older than 90 days will be removed
 # REMOVE_STALE_CONTACT_INBOX_JOB_STATUS=false
+
+# REDIS_ALFRED_SIZE=10
+# REDIS_VELMA_SIZE=10

.github/workflows/frontend-fe.yml

@@ -26,7 +26,7 @@ jobs:
 
       - uses: actions/setup-node@v4
         with:
-          node-version: 23
+          node-version: 24
           cache: 'pnpm'
 
       - name: Install pnpm dependencies

.github/workflows/run_foss_spec.yml

@@ -1,4 +1,6 @@
 name: Run Chatwoot CE spec
+permissions:
+  contents: read
 on:
   push:
     branches:
@@ -8,11 +10,58 @@ on:
   workflow_dispatch:
 
 jobs:
-  test:
-    runs-on: ubuntu-22.04
+  # Separate linting jobs for faster feedback
+  lint-backend:
+    runs-on: ubuntu-latest
+    steps:
+      - uses: actions/checkout@v4
+      - uses: ruby/setup-ruby@v1
+        with:
+          bundler-cache: true
+      - name: Run Rubocop
+        run: bundle exec rubocop --parallel
+
+  lint-frontend:
+    runs-on: ubuntu-latest
+    steps:
+      - uses: actions/checkout@v4
+      - uses: pnpm/action-setup@v4
+      - uses: actions/setup-node@v4
+        with:
+          node-version: 24
+          cache: 'pnpm'
+      - name: Install pnpm dependencies
+        run: pnpm i
+      - name: Run ESLint
+        run: pnpm run eslint
+
+  # Frontend tests run in parallel with backend
+  frontend-tests:
+    runs-on: ubuntu-latest
+    steps:
+      - uses: actions/checkout@v4
+      - uses: pnpm/action-setup@v4
+      - uses: actions/setup-node@v4
+        with:
+          node-version: 24
+          cache: 'pnpm'
+      - name: Install pnpm dependencies
+        run: pnpm i
+      - name: Run frontend tests
+        run: pnpm run test:coverage
+
+  # Backend tests with parallelization
+  backend-tests:
+    runs-on: ubuntu-latest
+    strategy:
+      fail-fast: false
+      matrix:
+        ci_node_total: [16]
+        ci_node_index: [0, 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15]
+
     services:
       postgres:
-        image: pgvector/pgvector:pg15
+        image: pgvector/pgvector:pg16
         env:
           POSTGRES_USER: postgres
           POSTGRES_PASSWORD: ''
@@ -20,8 +69,6 @@ jobs:
           POSTGRES_HOST_AUTH_METHOD: trust
         ports:
           - 5432:5432
-        # needed because the postgres container does not provide a healthcheck
-        # tmpfs makes DB faster by using RAM
         options: >-
           --mount type=tmpfs,destination=/var/lib/postgresql/data
           --health-cmd pg_isready
@@ -29,7 +76,7 @@ jobs:
           --health-timeout 5s
           --health-retries 5
       redis:
-        image: redis
+        image: redis:alpine
         ports:
           - 6379:6379
         options: --entrypoint redis-server
@@ -43,11 +90,11 @@ jobs:
 
       - uses: ruby/setup-ruby@v1
         with:
-          bundler-cache: true # runs 'bundle install' and caches installed gems automatically
+          bundler-cache: true
 
       - uses: actions/setup-node@v4
         with:
-          node-version: 23
+          node-version: 24
           cache: 'pnpm'
 
       - name: Install pnpm dependencies
@@ -64,19 +111,36 @@ jobs:
       - name: Seed database
         run: bundle exec rake db:schema:load
 
-      - name: Run frontend tests
-        run: pnpm run test:coverage
-
-      # Run rails tests
-      - name: Run backend tests
+      - name: Run backend tests (parallelized)
         run: |
-          bundle exec rspec --profile=10 --format documentation
+          # Get all spec files and split them using round-robin distribution
+          # This ensures slow tests are distributed evenly across all nodes
+          SPEC_FILES=($(find spec -name '*_spec.rb' | sort))
+          TESTS=""
+
+          for i in "${!SPEC_FILES[@]}"; do
+            # Assign spec to this node if: index % total == node_index
+            if [ $(( i % ${{ matrix.ci_node_total }} )) -eq ${{ matrix.ci_node_index }} ]; then
+              TESTS="$TESTS ${SPEC_FILES[$i]}"
+            fi
+          done
+
+          if [ -n "$TESTS" ]; then
+            bundle exec rspec --profile=10 --format progress --format json --out tmp/rspec_results.json $TESTS
+          fi
         env:
           NODE_OPTIONS: --openssl-legacy-provider
 
-      - name: Upload rails log folder
+      - name: Upload test results
         uses: actions/upload-artifact@v4
         if: always()
         with:
-          name: rails-log-folder
+          name: rspec-results-${{ matrix.ci_node_index }}
+          path: tmp/rspec_results.json
+
+      - name: Upload rails log folder
+        uses: actions/upload-artifact@v4
+        if: failure()
+        with:
+          name: rails-log-folder-${{ matrix.ci_node_index }}
           path: log

.github/workflows/run_mfa_spec.yml

@@ -70,6 +70,7 @@ jobs:
             spec/services/mfa/authentication_service_spec.rb \
             spec/requests/api/v1/profile/mfa_controller_spec.rb \
             spec/controllers/devise_overrides/sessions_controller_spec.rb \
+            spec/models/application_record_external_credentials_encryption_spec.rb \
             --profile=10 \
             --format documentation
         env:

.github/workflows/size-limit.yml

@@ -28,7 +28,7 @@ jobs:
 
       - uses: actions/setup-node@v4
         with:
-          node-version: 23
+          node-version: 24
           cache: 'pnpm'
 
       - name: pnpm

.github/workflows/test_docker_build.yml

@@ -36,5 +36,5 @@ jobs:
           platforms: ${{ matrix.platform }}
           push: false
           load: false
-          cache-from: type=gha
-          cache-to: type=gha,mode=max
+          cache-from: type=gha,scope=${{ matrix.platform }}
+          cache-to: type=gha,mode=max,scope=${{ matrix.platform }}

.gitignore

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

.nvmrc

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

.qlty/qlty.toml

@@ -39,7 +39,7 @@ exclude_patterns = [
   "**/target/**",
   "**/templates/**",
   "**/testdata/**",
-  "**/vendor/**", "spec/", "**/specs/**/**", "**/spec/**/**", "db/*", "bin/**/*", "db/**/*", "config/**/*", "public/**/*", "vendor/**/*", "node_modules/**/*", "lib/tasks/auto_annotate_models.rake", "app/test-matchers.js", "docs/*", "**/*.md", "**/*.yml", "app/javascript/dashboard/i18n/locale", "**/*.stories.js", "stories/", "app/javascript/dashboard/components/widgets/conversation/advancedFilterItems/index.js", "app/javascript/shared/constants/countries.js", "app/javascript/dashboard/components/widgets/conversation/advancedFilterItems/languages.js", "app/javascript/dashboard/routes/dashboard/contacts/contactFilterItems/index.js", "app/javascript/dashboard/routes/dashboard/settings/automation/constants.js", "app/javascript/dashboard/components/widgets/FilterInput/FilterOperatorTypes.js", "app/javascript/dashboard/routes/dashboard/settings/reports/constants.js", "app/javascript/dashboard/store/captain/storeFactory.js", "app/javascript/dashboard/i18n/index.js", "app/javascript/widget/i18n/index.js", "app/javascript/survey/i18n/index.js", "app/javascript/shared/constants/locales.js", "app/javascript/dashboard/helper/specs/macrosFixtures.js", "app/javascript/dashboard/routes/dashboard/settings/macros/constants.js", "**/fixtures/**", "**/*/fixtures.js",
+  "**/vendor/**", "spec/", "**/specs/**/**", "**/spec/**/**", "db/*", "bin/**/*", "db/**/*", "config/**/*", "public/**/*", "vendor/**/*", "node_modules/**/*", "lib/tasks/auto_annotate_models.rake", "app/test-matchers.js", "docs/*", "**/*.md", "**/*.yml", "app/javascript/dashboard/i18n/locale", "**/*.stories.js", "stories/", "app/javascript/dashboard/components/widgets/conversation/advancedFilterItems/index.js", "app/javascript/shared/constants/countries.js", "app/javascript/dashboard/components/widgets/conversation/advancedFilterItems/languages.js", "app/javascript/dashboard/routes/dashboard/contacts/contactFilterItems/index.js", "app/javascript/dashboard/routes/dashboard/settings/automation/constants.js", "app/javascript/dashboard/components/widgets/FilterInput/FilterOperatorTypes.js", "app/javascript/dashboard/routes/dashboard/settings/reports/constants.js", "app/javascript/dashboard/store/storeFactory.js", "app/javascript/dashboard/i18n/index.js", "app/javascript/widget/i18n/index.js", "app/javascript/survey/i18n/index.js", "app/javascript/shared/constants/locales.js", "app/javascript/dashboard/helper/specs/macrosFixtures.js", "app/javascript/dashboard/routes/dashboard/settings/macros/constants.js", "**/fixtures/**", "**/*/fixtures.js",
 ]
 
 test_patterns = [

.rubocop.yml

@@ -7,6 +7,8 @@ plugins:
 require:
   - ./rubocop/use_from_email.rb
   - ./rubocop/custom_cop_location.rb
+  - ./rubocop/attachment_download.rb
+  - ./rubocop/one_class_per_file.rb
 
 Layout/LineLength:
   Max: 150
@@ -23,7 +25,7 @@ Metrics/MethodLength:
     - 'enterprise/lib/captain/agent.rb'
 
 RSpec/ExampleLength:
-  Max: 25
+  Max: 50
 
 Style/Documentation:
   Enabled: false
@@ -40,6 +42,12 @@ Style/SymbolArray:
 Style/OpenStructUse:
   Enabled: false
 
+Chatwoot/AttachmentDownload:
+  Enabled: true
+  Exclude:
+    - 'spec/**/*'
+    - 'test/**/*'
+
 Style/OptionalBooleanParameter:
   Exclude:
     - 'app/services/email_templates/db_resolver_service.rb'
@@ -87,7 +95,7 @@ Metrics/ModuleLength:
 Rails/HelperInstanceVariable:
   Exclude:
     - enterprise/app/helpers/captain/chat_helper.rb
-
+    - enterprise/app/helpers/captain/chat_response_helper.rb
 Rails/ApplicationController:
   Exclude:
     - 'app/controllers/api/v1/widget/messages_controller.rb'
@@ -205,6 +213,9 @@ UseFromEmail:
 CustomCopLocation:
   Enabled: true
 
+Style/OneClassPerFile:
+  Enabled: true
+
 AllCops:
   NewCops: enable
   Exclude:
@@ -336,4 +347,4 @@ FactoryBot/RedundantFactoryOption:
   Enabled: false
 
 FactoryBot/FactoryAssociationWithStrategy:
-  Enabled: false
+  Enabled: false

AGENTS.md

@@ -4,12 +4,20 @@
 
 - **Setup**: `bundle install && pnpm install`
 - **Run Dev**: `pnpm dev` or `overmind start -f ./Procfile.dev`
+- **Seed Local Test Data**: `bundle exec rails db:seed` (quickly populates minimal data for standard feature verification)
+- **Seed Search Test Data**: `bundle exec rails search:setup_test_data` (bulk fixture generation for search/performance/manual load scenarios)
+- **Seed Account Sample Data (richer test data)**: `Seeders::AccountSeeder` is available as an internal utility and is exposed through Super Admin `Accounts#seed`, but can be used directly in dev workflows too:
+  - UI path: Super Admin → Accounts → Seed (enqueues `Internal::SeedAccountJob`).
+  - CLI path: `bundle exec rails runner "Internal::SeedAccountJob.perform_now(Account.find(<id>))"` (or call `Seeders::AccountSeeder.new(account: Account.find(<id>)).perform!` directly).
 - **Lint JS/Vue**: `pnpm eslint` / `pnpm eslint:fix`
 - **Lint Ruby**: `bundle exec rubocop -a`
 - **Test JS**: `pnpm test` or `pnpm test:watch`
 - **Test Ruby**: `bundle exec rspec spec/path/to/file_spec.rb`
 - **Single Test**: `bundle exec rspec spec/path/to/file_spec.rb:LINE_NUMBER`
 - **Run Project**: `overmind start -f Procfile.dev`
+- **Ruby Version**: Manage Ruby via `rbenv` and install the version listed in `.ruby-version` (e.g., `rbenv install $(cat .ruby-version)`)
+- **rbenv setup**: Before running any `bundle` or `rspec` commands, init rbenv in your shell (`eval "$(rbenv init -)"`) so the correct Ruby/Bundler versions are used
+- Always prefer `bundle exec` for Ruby CLI tasks (rspec, rake, rubocop, etc.)
 
 ## Code Style
 
@@ -37,13 +45,38 @@
 
 - MVP focus: Least code change, happy-path only
 - No unnecessary defensive programming
+- Ship the happy path first: limit guards/fallbacks to what production has proven necessary, then iterate
+- Prefer minimal, readable code over elaborate abstractions; clarity beats cleverness
 - Break down complex tasks into small, testable units
 - Iterate after confirmation
 - Avoid writing specs unless explicitly asked
 - Remove dead/unreachable/unused code
 - Don’t write multiple versions or backups for the same logic — pick the best approach and implement it
+- Prefer `with_modified_env` (from spec helpers) over stubbing `ENV` directly in specs
+- Specs in parallel/reloading environments: prefer comparing `error.class.name` over constant class equality when asserting raised errors
+
+## Codex Worktree Workflow
+
+- Use a separate git worktree + branch per task to keep changes isolated.
+- Keep Codex-specific local setup under `.codex/` and use `Procfile.worktree` for worktree process orchestration.
+- The setup workflow in `.codex/environments/environment.toml` should dynamically generate per-worktree DB/port values (Rails, Vite, Redis DB index) to avoid collisions.
+- Start each worktree with its own Overmind socket/title so multiple instances can run at the same time.
+
+## Commit Messages
+
+- Prefer Conventional Commits: `type(scope): subject` (scope optional)
+- Example: `feat(auth): add user authentication`
 - Don't reference Claude in commit messages
 
+## PR Description Format
+
+- Start with a short, user-facing paragraph describing the product change.
+- Add a `Closes` section with relevant issue links (GitHub, Linear, etc.).
+- For feature PRs, add `How to test` from a product/UX standpoint.
+- For bugfix PRs, use `How to reproduce` when helpful.
+- Optionally add a `What changed` section for implementation highlights.
+- Do not add a `How this was tested` section listing specs/commands.
+
 ## Project-Specific
 
 - **Translations**:
@@ -73,3 +106,8 @@ Practical checklist for any change impacting core logic or public APIs
 - Keep request/response contracts stable across OSS and Enterprise; update both sets of routes/controllers when introducing new APIs.
 - When renaming/moving shared code, mirror the change in `enterprise/` to prevent drift.
 - Tests: Add Enterprise-specific specs under `spec/enterprise`, mirroring OSS spec layout where applicable.
+- When modifying existing OSS features for Enterprise-only behavior, add an Enterprise module (via `prepend_mod_with`/`include_mod_with`) instead of editing OSS files directly—especially for policies, controllers, and services. For Enterprise-exclusive features, place code directly under `enterprise/`.
+
+## Branding / White-labeling note
+
+- For user-facing strings that currently contain "Chatwoot" but should adapt to branded/self-hosted installs, prefer applying `replaceInstallationName` from `shared/composables/useBranding` in the UI layer (for example tooltip and suggestion labels) instead of adding hardcoded brand-specific copy.

Gemfile

@@ -21,6 +21,7 @@ gem 'telephone_number'
 gem 'time_diff'
 gem 'tzinfo-data'
 gem 'valid_email2'
+gem 'email-provider-info'
 # compress javascript config.assets.js_compressor
 gem 'uglifier'
 ##-- used for single column multiple binary flags in notification settings/feature flagging --##
@@ -39,6 +40,8 @@ gem 'json_refs'
 gem 'rack-attack', '>= 6.7.0'
 # a utility tool for streaming, flexible and safe downloading of remote files
 gem 'down'
+# SSRF-safe URL fetching
+gem 'ssrf_filter', '~> 1.5'
 # authentication type to fetch and send mail over oauth2.0
 gem 'gmail_xoauth'
 # Lock net-smtp to 0.3.4 to avoid issues with gmail_xoauth2
@@ -54,6 +57,9 @@ gem 'azure-storage-blob', git: 'https://github.com/chatwoot/azure-storage-ruby',
 gem 'google-cloud-storage', '>= 1.48.0', require: false
 gem 'image_processing'
 
+##-- for actionmailbox --##
+gem 'aws-actionmailbox-ses', '~> 0'
+
 ##-- gems for database --#
 gem 'groupdate'
 gem 'pg'
@@ -158,7 +164,7 @@ gem 'working_hours'
 gem 'pg_search'
 
 # Subscriptions, Billing
-gem 'stripe'
+gem 'stripe', '~> 18.0'
 
 ## - helper gems --##
 ## to populate db with sample data
@@ -187,11 +193,18 @@ gem 'reverse_markdown'
 
 gem 'iso-639'
 gem 'ruby-openai'
-gem 'ai-agents', '>= 0.4.3'
+gem 'ai-agents', '>= 0.9.1'
 
 # TODO: Move this gem as a dependency of ai-agents
+gem 'ruby_llm', '>= 1.8.2'
 gem 'ruby_llm-schema'
 
+gem 'cld3', '~> 3.7'
+
+# OpenTelemetry for LLM observability
+gem 'opentelemetry-sdk'
+gem 'opentelemetry-exporter-otlp'
+
 gem 'shopify_api'
 
 ### Gems required only in specific deployment environments ###
@@ -206,7 +219,7 @@ group :production do
 end
 
 group :development do
-  gem 'annotate'
+  gem 'annotaterb'
   gem 'bullet'
   gem 'letter_opener'
   gem 'scss_lint', require: false
@@ -257,6 +270,7 @@ group :development, :test do
   gem 'seed_dump'
   gem 'shoulda-matchers'
   gem 'simplecov', '>= 0.21', require: false
+  gem 'skooma'
   gem 'spring'
   gem 'spring-watcher-listen'
 end

Gemfile.lock

@@ -126,37 +126,47 @@ GEM
       jbuilder (~> 2)
       rails (>= 4.2, < 7.2)
       selectize-rails (~> 0.6)
-    ai-agents (0.4.3)
-      ruby_llm (~> 1.3)
-    annotate (3.2.0)
-      activerecord (>= 3.2, < 8.0)
-      rake (>= 10.4, < 14.0)
+    ai-agents (0.9.1)
+      ruby_llm (~> 1.9.1)
+    annotaterb (4.20.0)
+      activerecord (>= 6.0.0)
+      activesupport (>= 6.0.0)
     ast (2.4.3)
     attr_extras (7.1.0)
     audited (5.4.1)
       activerecord (>= 5.0, < 7.7)
       activesupport (>= 5.0, < 7.7)
-    aws-eventstream (1.2.0)
-    aws-partitions (1.760.0)
-    aws-sdk-core (3.171.1)
-      aws-eventstream (~> 1, >= 1.0.2)
-      aws-partitions (~> 1, >= 1.651.0)
-      aws-sigv4 (~> 1.5)
+    aws-actionmailbox-ses (0.1.0)
+      actionmailbox (>= 7.1.0)
+      aws-sdk-s3 (~> 1, >= 1.123.0)
+      aws-sdk-sns (~> 1, >= 1.61.0)
+    aws-eventstream (1.4.0)
+    aws-partitions (1.1198.0)
+    aws-sdk-core (3.240.0)
+      aws-eventstream (~> 1, >= 1.3.0)
+      aws-partitions (~> 1, >= 1.992.0)
+      aws-sigv4 (~> 1.9)
+      base64
+      bigdecimal
       jmespath (~> 1, >= 1.6.1)
-    aws-sdk-kms (1.64.0)
-      aws-sdk-core (~> 3, >= 3.165.0)
-      aws-sigv4 (~> 1.1)
-    aws-sdk-s3 (1.122.0)
-      aws-sdk-core (~> 3, >= 3.165.0)
+      logger
+    aws-sdk-kms (1.118.0)
+      aws-sdk-core (~> 3, >= 3.239.1)
+      aws-sigv4 (~> 1.5)
+    aws-sdk-s3 (1.208.0)
+      aws-sdk-core (~> 3, >= 3.234.0)
       aws-sdk-kms (~> 1)
-      aws-sigv4 (~> 1.4)
-    aws-sigv4 (1.5.2)
+      aws-sigv4 (~> 1.5)
+    aws-sdk-sns (1.70.0)
+      aws-sdk-core (~> 3, >= 3.188.0)
+      aws-sigv4 (~> 1.1)
+    aws-sigv4 (1.12.1)
       aws-eventstream (~> 1, >= 1.0.2)
     barnes (0.0.9)
       multi_json (~> 1)
       statsd-ruby (~> 1.1)
     base64 (0.3.0)
-    bcrypt (3.1.20)
+    bcrypt (3.1.22)
     benchmark (0.4.1)
     bigdecimal (3.2.2)
     bindex (0.8.1)
@@ -176,11 +186,12 @@ GEM
     byebug (11.1.3)
     childprocess (5.1.0)
       logger (~> 1.5)
+    cld3 (3.7.0)
     climate_control (1.2.0)
     coderay (1.1.3)
     commonmarker (0.23.10)
     concurrent-ruby (1.3.5)
-    connection_pool (2.5.3)
+    connection_pool (2.5.5)
     crack (1.0.0)
       bigdecimal
       rexml
@@ -270,6 +281,7 @@ GEM
       concurrent-ruby (~> 1.0)
       http (>= 3.0)
       ruby2_keywords
+    email-provider-info (0.0.1)
     email_reply_trimmer (0.1.13)
     erubi (1.13.0)
     et-orbi (1.2.11)
@@ -286,7 +298,7 @@ GEM
       railties (>= 5.0.0)
     faker (3.2.0)
       i18n (>= 1.8.11, < 2)
-    faraday (2.13.1)
+    faraday (2.14.1)
       faraday-net_http (>= 2.0, < 3.5)
       json
       logger
@@ -297,12 +309,12 @@ GEM
       hashie
     faraday-multipart (1.0.4)
       multipart-post (~> 2)
-    faraday-net_http (3.4.0)
-      net-http (>= 0.5.0)
+    faraday-net_http (3.4.2)
+      net-http (~> 0.5)
     faraday-net_http_persistent (2.1.0)
       faraday (~> 2.5)
       net-http-persistent (~> 4.0)
-    faraday-retry (2.2.1)
+    faraday-retry (2.4.0)
       faraday (~> 2.0)
     faraday_middleware-aws-sigv4 (1.0.1)
       aws-sigv4 (~> 1.0)
@@ -430,7 +442,8 @@ GEM
     http-cookie (1.0.5)
       domain_name (~> 0.5)
     http-form_data (2.3.0)
-    httparty (0.21.0)
+    httparty (0.24.0)
+      csv
       mini_mime (>= 1.0.0)
       multi_xml (>= 0.5.2)
     httpclient (2.8.3)
@@ -452,7 +465,7 @@ GEM
       rails-dom-testing (>= 1, < 3)
       railties (>= 4.2.0)
       thor (>= 0.14, < 2.0)
-    json (2.13.2)
+    json (2.19.2)
     json_refs (0.1.8)
       hana
     json_schemer (0.2.24)
@@ -460,6 +473,12 @@ GEM
       hana (~> 1.3)
       regexp_parser (~> 2.0)
       uri_template (~> 0.7)
+    json_skooma (0.2.5)
+      bigdecimal
+      hana (~> 1.3)
+      regexp_parser (~> 2.0)
+      uri-idna (~> 0.2)
+      zeitwerk (~> 2.6)
     judoscale-rails (1.8.2)
       judoscale-ruby (= 1.8.2)
       railties
@@ -527,11 +546,11 @@ GEM
       net-imap
       net-pop
       net-smtp
-    marcel (1.0.4)
+    marcel (1.1.0)
     maxminddb (0.1.22)
-    meta_request (0.8.3)
+    meta_request (0.8.5)
       rack-contrib (>= 1.1, < 3)
-      railties (>= 3.0.0, < 8)
+      railties (>= 3.0.0, < 9)
     method_source (1.1.0)
     mime-types (3.4.1)
       mime-types-data (~> 3.2015)
@@ -544,13 +563,14 @@ GEM
       ruby2_keywords
     msgpack (1.8.0)
     multi_json (1.15.0)
-    multi_xml (0.6.0)
-    multipart-post (2.3.0)
+    multi_xml (0.8.0)
+      bigdecimal (>= 3.1, < 5)
+    multipart-post (2.4.1)
     mutex_m (0.3.0)
     neighbor (0.2.3)
       activerecord (>= 5.2)
-    net-http (0.6.0)
-      uri
+    net-http (0.9.1)
+      uri (>= 0.11.1)
     net-http-persistent (4.0.2)
       connection_pool (~> 2.2)
     net-imap (0.4.20)
@@ -569,14 +589,14 @@ GEM
     newrelic_rpm (9.6.0)
       base64
     nio4r (2.7.3)
-    nokogiri (1.18.9)
+    nokogiri (1.19.1)
       mini_portile2 (~> 2.8.2)
       racc (~> 1.4)
-    nokogiri (1.18.9-arm64-darwin)
+    nokogiri (1.19.1-arm64-darwin)
       racc (~> 1.4)
-    nokogiri (1.18.9-x86_64-darwin)
+    nokogiri (1.19.1-x86_64-darwin)
       racc (~> 1.4)
-    nokogiri (1.18.9-x86_64-linux-gnu)
+    nokogiri (1.19.1-x86_64-linux-gnu)
       racc (~> 1.4)
     oauth (1.1.0)
       oauth-tty (~> 1.0, >= 1.0.1)
@@ -594,7 +614,7 @@ GEM
     oj (3.16.10)
       bigdecimal (>= 3.0)
       ostruct (>= 0.2)
-    omniauth (2.1.3)
+    omniauth (2.1.4)
       hashie (>= 3.4.6)
       logger
       rack (>= 2.2.3)
@@ -617,6 +637,25 @@ GEM
       faraday (>= 1.0, < 3)
       multi_json (>= 1.0)
     openssl (3.2.0)
+    opentelemetry-api (1.7.0)
+    opentelemetry-common (0.23.0)
+      opentelemetry-api (~> 1.0)
+    opentelemetry-exporter-otlp (0.31.1)
+      google-protobuf (>= 3.18)
+      googleapis-common-protos-types (~> 1.3)
+      opentelemetry-api (~> 1.1)
+      opentelemetry-common (~> 0.20)
+      opentelemetry-sdk (~> 1.10)
+      opentelemetry-semantic_conventions
+    opentelemetry-registry (0.4.0)
+      opentelemetry-api (~> 1.1)
+    opentelemetry-sdk (1.10.0)
+      opentelemetry-api (~> 1.1)
+      opentelemetry-common (~> 0.20)
+      opentelemetry-registry (~> 0.2)
+      opentelemetry-semantic_conventions
+    opentelemetry-semantic_conventions (1.36.0)
+      opentelemetry-api (~> 1.0)
     orm_adapter (0.5.0)
     os (1.1.4)
     ostruct (0.6.1)
@@ -644,7 +683,7 @@ GEM
       activesupport (>= 3.0.0)
     raabro (1.4.0)
     racc (1.8.1)
-    rack (3.2.3)
+    rack (3.2.5)
     rack-attack (6.7.0)
       rack (>= 1.0, < 4)
     rack-contrib (2.5.0)
@@ -653,7 +692,7 @@ GEM
       rack (>= 2.0.0)
     rack-mini-profiler (3.2.0)
       rack (>= 1.2.0)
-    rack-protection (4.1.1)
+    rack-protection (4.2.1)
       base64 (>= 0.1.0)
       logger (>= 1.6.0)
       rack (>= 3.0.0, < 4)
@@ -703,7 +742,7 @@ GEM
       ffi (~> 1.0)
     redis (5.0.6)
       redis-client (>= 0.9.0)
-    redis-client (0.22.2)
+    redis-client (0.26.4)
       connection_pool
     redis-namespace (1.10.0)
       redis (>= 4)
@@ -792,7 +831,7 @@ GEM
     ruby2ruby (2.5.0)
       ruby_parser (~> 3.1)
       sexp_processor (~> 4.6)
-    ruby_llm (1.5.1)
+    ruby_llm (1.9.2)
       base64
       event_stream_parser (~> 1)
       faraday (>= 1.10.0)
@@ -800,8 +839,9 @@ GEM
       faraday-net_http (>= 1)
       faraday-retry (>= 1)
       marcel (~> 1.0)
+      ruby_llm-schema (~> 0.2.1)
       zeitwerk (~> 2)
-    ruby_llm-schema (0.1.0)
+    ruby_llm-schema (0.2.5)
     ruby_parser (3.20.0)
       sexp_processor (~> 4.16)
     sass (3.7.4)
@@ -876,6 +916,9 @@ GEM
       simplecov_json_formatter (~> 0.1)
     simplecov-html (0.13.2)
     simplecov_json_formatter (0.1.4)
+    skooma (0.3.7)
+      json_skooma (~> 0.2.5)
+      zeitwerk (~> 2.6)
     slack-ruby-client (2.7.0)
       faraday (>= 2.0.1)
       faraday-mashify
@@ -899,9 +942,10 @@ GEM
       activesupport (>= 5.2)
       sprockets (>= 3.0.0)
     squasher (0.7.2)
+    ssrf_filter (1.5.0)
     stackprof (0.2.25)
     statsd-ruby (1.5.0)
-    stripe (8.5.0)
+    stripe (18.0.1)
     telephone_number (1.4.20)
     test-prof (1.2.1)
     thor (1.4.0)
@@ -935,7 +979,8 @@ GEM
       unicode-emoji (~> 4.0, >= 4.0.4)
     unicode-emoji (4.0.4)
     uniform_notifier (1.17.0)
-    uri (1.0.4)
+    uri (1.1.1)
+    uri-idna (0.3.1)
     uri_template (0.7.0)
     valid_email2 (5.2.6)
       activemodel (>= 3.2)
@@ -970,7 +1015,7 @@ GEM
     working_hours (1.4.1)
       activesupport (>= 3.2)
       tzinfo
-    zeitwerk (2.6.17)
+    zeitwerk (2.7.4)
 
 PLATFORMS
   arm64-darwin-20
@@ -990,10 +1035,11 @@ DEPENDENCIES
   administrate (>= 0.20.1)
   administrate-field-active_storage (>= 1.0.3)
   administrate-field-belongs_to_search (>= 0.9.0)
-  ai-agents (>= 0.4.3)
-  annotate
+  ai-agents (>= 0.9.1)
+  annotaterb
   attr_extras
   audited (~> 5.4, >= 5.4.1)
+  aws-actionmailbox-ses (~> 0)
   aws-sdk-s3
   azure-storage-blob!
   barnes
@@ -1003,6 +1049,7 @@ DEPENDENCIES
   bullet
   bundle-audit
   byebug
+  cld3 (~> 3.7)
   climate_control
   commonmarker
   csv-safe
@@ -1016,6 +1063,7 @@ DEPENDENCIES
   dotenv-rails (>= 3.0.0)
   down
   elastic-apm
+  email-provider-info
   email_reply_trimmer
   facebook-messenger
   factory_bot_rails (>= 6.4.3)
@@ -1063,6 +1111,8 @@ DEPENDENCIES
   omniauth-rails_csrf_protection (~> 1.0, >= 1.0.2)
   omniauth-saml
   opensearch-ruby
+  opentelemetry-exporter-otlp
+  opentelemetry-sdk
   pg
   pg_search
   pgvector
@@ -1088,6 +1138,7 @@ DEPENDENCIES
   rubocop-rails
   rubocop-rspec
   ruby-openai
+  ruby_llm (>= 1.8.2)
   ruby_llm-schema
   scout_apm
   scss_lint
@@ -1103,12 +1154,14 @@ DEPENDENCIES
   sidekiq_alive
   simplecov (>= 0.21)
   simplecov_json_formatter
+  skooma
   slack-ruby-client (~> 2.7.0)
   spring
   spring-watcher-listen
   squasher
+  ssrf_filter (~> 1.5)
   stackprof
-  stripe
+  stripe (~> 18.0)
   telephone_number
   test-prof
   tidewave

Makefile

@@ -40,8 +40,12 @@ run:
 	fi
 
 force_run:
-	rm -f ./.overmind.sock
-	rm -f tmp/pids/*.pid
+	@echo "Cleaning up Overmind processes..."
+	@lsof -ti:3036 2>/dev/null | xargs kill -9 2>/dev/null || true
+	@lsof -ti:3000 2>/dev/null | xargs kill -9 2>/dev/null || true
+	@rm -f ./.overmind.sock
+	@rm -f tmp/pids/*.pid
+	@echo "Cleanup complete"
 	overmind start -f Procfile.dev
 
 force_run_tunnel:

README.md

@@ -8,7 +8,6 @@ ___
 The modern customer support platform, an open-source alternative to Intercom, Zendesk, Salesforce Service Cloud etc.
 
 <p>
-  <a href="https://codeclimate.com/github/chatwoot/chatwoot/maintainability"><img src="https://api.codeclimate.com/v1/badges/e6e3f66332c91e5a4c0c/maintainability" alt="Maintainability"></a>
   <img src="https://img.shields.io/circleci/build/github/chatwoot/chatwoot" alt="CircleCI Badge">
     <a href="https://hub.docker.com/r/chatwoot/chatwoot/"><img src="https://img.shields.io/docker/pulls/chatwoot/chatwoot" alt="Docker Pull Badge"></a>
   <a href="https://hub.docker.com/r/chatwoot/chatwoot/"><img src="https://img.shields.io/docker/cloud/build/chatwoot/chatwoot" alt="Docker Build Badge"></a>
@@ -137,4 +136,4 @@ Thanks goes to all these [wonderful people](https://www.chatwoot.com/docs/contri
 <a href="https://github.com/chatwoot/chatwoot/graphs/contributors"><img src="https://opencollective.com/chatwoot/contributors.svg?width=890&button=false" /></a>
 
 
-*Chatwoot* &copy; 2017-2025, Chatwoot Inc - Released under the MIT License.
+*Chatwoot* &copy; 2017-2026, Chatwoot Inc - Released under the MIT License.

VERSION_CW

@@ -1 +1 @@
-4.4.0
+4.12.1

VERSION_CWCTL

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

app.json

@@ -36,6 +36,10 @@
     "REDIS_OPENSSL_VERIFY_MODE":{
       "description": "OpenSSL verification mode for Redis connections. ref https://help.heroku.com/HC0F8CUS/redis-connection-issues",
       "value": "none"
+    },
+    "NODE_OPTIONS": {
+      "description": "Increase V8 heap for Vite build to avoid OOM",
+      "value": "--max-old-space-size=4096"
     }
   },
   "formation": {

app/actions/contact_identify_action.rb

@@ -104,7 +104,7 @@ class ContactIdentifyAction
     # blank identifier or email will throw unique index error
     # TODO: replace reject { |_k, v| v.blank? } with compact_blank when rails is upgraded
     @contact.discard_invalid_attrs if discard_invalid_attrs
-    @contact.save!
+    @contact.save! if @contact.changed?
     enqueue_avatar_job
   end
 

app/builders/contact_inbox_builder.rb

@@ -103,3 +103,5 @@ class ContactInboxBuilder
     @inbox.email? || @inbox.sms? || @inbox.twilio? || @inbox.whatsapp?
   end
 end
+
+ContactInboxBuilder.prepend_mod_with('ContactInboxBuilder')

app/builders/email/base_builder.rb

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

app/builders/messages/facebook/message_builder.rb

@@ -105,15 +105,19 @@ class Messages::Facebook::MessageBuilder < Messages::Messenger::MessageBuilder
   end
 
   def message_params
+    content_attributes = {
+      in_reply_to_external_id: response.in_reply_to_external_id
+    }
+    content_attributes[:external_echo] = true if @outgoing_echo
+
     {
       account_id: conversation.account_id,
       inbox_id: conversation.inbox_id,
       message_type: @message_type,
+      status: @outgoing_echo ? :delivered : :sent,
       content: response.content,
       source_id: response.identifier,
-      content_attributes: {
-        in_reply_to_external_id: response.in_reply_to_external_id
-      },
+      content_attributes: content_attributes,
       sender: @outgoing_echo ? nil : @contact_inbox.contact
     }
   end

app/builders/messages/instagram/base_message_builder.rb

@@ -112,6 +112,25 @@ class Messages::Instagram::BaseMessageBuilder < Messages::Messenger::MessageBuil
     return if story_reply_attributes.blank?
 
     @message.save_story_info(story_reply_attributes)
+    create_story_reply_attachment(story_reply_attributes['url'])
+  end
+
+  def create_story_reply_attachment(story_url)
+    return if story_url.blank?
+
+    attachment = @message.attachments.new(
+      file_type: :ig_story,
+      account_id: @message.account_id,
+      external_url: story_url
+    )
+    attachment.save!
+    begin
+      attach_file(attachment, story_url)
+    rescue Down::Error, StandardError => e
+      Rails.logger.warn "Failed to download Instagram story attachment: #{e.message}"
+    end
+    @message.content_attributes[:image_type] = 'ig_story_reply'
+    @message.save!
   end
 
   def build_conversation
@@ -139,6 +158,7 @@ class Messages::Instagram::BaseMessageBuilder < Messages::Messenger::MessageBuil
       account_id: conversation.account_id,
       inbox_id: conversation.inbox_id,
       message_type: message_type,
+      status: @outgoing_echo ? :delivered : :sent,
       source_id: message_identifier,
       content: message_content,
       sender: @outgoing_echo ? nil : contact,
@@ -147,6 +167,7 @@ class Messages::Instagram::BaseMessageBuilder < Messages::Messenger::MessageBuil
       }
     }
 
+    params[:content_attributes][:external_echo] = true if @outgoing_echo
     params[:content_attributes][:is_unsupported] = true if message_is_unsupported?
     params
   end

app/builders/messages/message_builder.rb

@@ -1,5 +1,8 @@
 class Messages::MessageBuilder
   include ::FileTypeHelper
+  include ::EmailHelper
+  include ::DataHelper
+
   attr_reader :message
 
   def initialize(user, conversation, params)
@@ -23,7 +26,7 @@ class Messages::MessageBuilder
     process_emails
     # When the message has no quoted content, it will just be rendered as a regular message
     # The frontend is equipped to handle this case
-    process_email_content if @account.feature_enabled?(:quoted_email_reply)
+    process_email_content
     @message.save!
     @message
   end
@@ -38,30 +41,12 @@ class Messages::MessageBuilder
     params = convert_to_hash(@params)
     content_attributes = params.fetch(:content_attributes, {})
 
-    return parse_json(content_attributes) if content_attributes.is_a?(String)
+    return safe_parse_json(content_attributes) if content_attributes.is_a?(String)
     return content_attributes if content_attributes.is_a?(Hash)
 
     {}
   end
 
-  # Converts the given object to a hash.
-  # If it's an instance of ActionController::Parameters, converts it to an unsafe hash.
-  # Otherwise, returns the object as-is.
-  def convert_to_hash(obj)
-    return obj.to_unsafe_h if obj.instance_of?(ActionController::Parameters)
-
-    obj
-  end
-
-  # Attempts to parse a string as JSON.
-  # If successful, returns the parsed hash with symbolized names.
-  # If unsuccessful, returns nil.
-  def parse_json(content)
-    JSON.parse(content, symbolize_names: true)
-  rescue JSON::ParserError
-    {}
-  end
-
   def process_attachments
     return if @attachments.blank?
 
@@ -110,12 +95,6 @@ class Messages::MessageBuilder
     email_string.gsub(/\s+/, '').split(',')
   end
 
-  def validate_email_addresses(all_emails)
-    all_emails&.each do |email|
-      raise StandardError, 'Invalid email address' unless email.match?(URI::MailTo::EMAIL_REGEXP)
-    end
-  end
-
   def message_type
     if @conversation.inbox.channel_type != 'Channel::Api' && @message_type == 'incoming'
       raise StandardError, 'Incoming messages are only allowed in Api inboxes'
@@ -159,6 +138,7 @@ class Messages::MessageBuilder
       private: @private,
       sender: sender,
       content_type: @params[:content_type],
+      content_attributes: content_attributes.presence,
       items: @items,
       in_reply_to: @in_reply_to,
       echo_id: @params[:echo_id],
@@ -178,8 +158,17 @@ class Messages::MessageBuilder
     email_attributes = ensure_indifferent_access(@message.content_attributes[:email] || {})
     normalized_content = normalize_email_body(@message.content)
 
-    email_attributes[:html_content] = build_html_content(normalized_content)
-    email_attributes[:text_content] = build_text_content(normalized_content)
+    # Process liquid templates in normalized content with code block protection
+    processed_content = process_liquid_in_email_body(normalized_content)
+
+    # Use custom HTML content if provided, otherwise generate from message content
+    email_attributes[:html_content] = if custom_email_content_provided?
+                                        build_custom_html_content
+                                      else
+                                        build_html_content(processed_content)
+                                      end
+
+    email_attributes[:text_content] = build_text_content(processed_content)
     email_attributes
   end
 
@@ -198,19 +187,41 @@ class Messages::MessageBuilder
     text_content
   end
 
-  def ensure_indifferent_access(hash)
-    return {} if hash.blank?
-
-    hash.respond_to?(:with_indifferent_access) ? hash.with_indifferent_access : hash
+  def custom_email_content_provided?
+    @params[:email_html_content].present?
   end
 
-  def normalize_email_body(content)
-    content.to_s.gsub("\r\n", "\n")
+  def build_custom_html_content
+    html_content = ensure_indifferent_access(@message.content_attributes.dig(:email, :html_content) || {})
+
+    html_content[:full] = @params[:email_html_content]
+    html_content[:reply] = @params[:email_html_content]
+
+    html_content
   end
 
-  def render_email_html(content)
-    return '' if content.blank?
+  # Liquid processing methods for email content
+  def process_liquid_in_email_body(content)
+    return content if content.blank?
+    return content unless should_process_liquid?
 
-    ChatwootMarkdownRenderer.new(content).render_message.to_s
+    # Protect code blocks from liquid processing
+    modified_content = modified_liquid_content(content)
+    template = Liquid::Template.parse(modified_content)
+    template.render(drops_with_sender)
+  rescue Liquid::Error
+    content
+  end
+
+  def should_process_liquid?
+    @message_type == 'outgoing' || @message_type == 'template'
+  end
+
+  def drops_with_sender
+    message_drops(@conversation).merge({
+                                         'agent' => UserDrop.new(sender)
+                                       })
   end
 end
+
+Messages::MessageBuilder.prepend_mod_with('Messages::MessageBuilder')

app/builders/messages/messenger/message_builder.rb

@@ -2,13 +2,20 @@ class Messages::Messenger::MessageBuilder
   include ::FileTypeHelper
 
   def process_attachment(attachment)
-    # This check handles very rare case if there are multiple files to attach with only one usupported file
+    # This check handles very rare case if there are multiple files to attach with only one unsupported file
     return if unsupported_file_type?(attachment['type'])
 
-    attachment_obj = @message.attachments.new(attachment_params(attachment).except(:remote_file_url))
+    params = attachment_params(attachment)
+    attachment_obj = @message.attachments.new(params.except(:remote_file_url))
     attachment_obj.save!
-    attach_file(attachment_obj, attachment_params(attachment)[:remote_file_url]) if attachment_params(attachment)[:remote_file_url]
+    if facebook_reel?(attachment)
+      update_facebook_reel_content(attachment)
+    elsif params[:remote_file_url]
+      attach_file(attachment_obj, params[:remote_file_url])
+    end
     fetch_story_link(attachment_obj) if attachment_obj.file_type == 'story_mention'
+    fetch_ig_story_link(attachment_obj) if attachment_obj.file_type == 'ig_story'
+    fetch_ig_post_link(attachment_obj) if attachment_obj.file_type == 'ig_post'
     update_attachment_file_type(attachment_obj)
   end
 
@@ -24,10 +31,10 @@ class Messages::Messenger::MessageBuilder
   end
 
   def attachment_params(attachment)
-    file_type = attachment['type'].to_sym
+    file_type = normalize_file_type(attachment['type'])
     params = { file_type: file_type, account_id: @message.account_id }
 
-    if [:image, :file, :audio, :video, :share, :story_mention, :ig_reel].include? file_type
+    if [:image, :file, :audio, :video, :share, :story_mention, :ig_reel, :ig_post, :ig_story].include? file_type
       params.merge!(file_type_params(attachment))
     elsif file_type == :location
       params.merge!(location_params(attachment))
@@ -39,9 +46,17 @@ class Messages::Messenger::MessageBuilder
   end
 
   def file_type_params(attachment)
+    # Handle different URL field names for different attachment types
+    url = case attachment['type'].to_sym
+          when :ig_story
+            attachment['payload']['story_media_url']
+          else
+            attachment['payload']['url']
+          end
+
     {
-      external_url: attachment['payload']['url'],
-      remote_file_url: attachment['payload']['url']
+      external_url: url,
+      remote_file_url: url
     }
   end
 
@@ -68,6 +83,21 @@ class Messages::Messenger::MessageBuilder
     message.save!
   end
 
+  def fetch_ig_story_link(attachment)
+    message = attachment.message
+    # For ig_story, we don't have the same API call as story_mention, so we'll set it up similarly but with generic content
+    message.content_attributes[:image_type] = 'ig_story'
+    message.content = I18n.t('conversations.messages.instagram_shared_story_content')
+    message.save!
+  end
+
+  def fetch_ig_post_link(attachment)
+    message = attachment.message
+    message.content_attributes[:image_type] = 'ig_post'
+    message.content = I18n.t('conversations.messages.instagram_shared_post_content')
+    message.save!
+  end
+
   # This is a placeholder method to be overridden by child classes
   def get_story_object_from_source_id(_source_id)
     {}
@@ -75,7 +105,29 @@ class Messages::Messenger::MessageBuilder
 
   private
 
+  # Facebook may send attachment types that don't directly match our file_type enum.
+  # Map known aliases to their canonical enum values.
+  FACEBOOK_FILE_TYPE_MAP = { reel: :ig_reel }.freeze
+
+  def normalize_file_type(type)
+    sym = type.to_sym
+    FACEBOOK_FILE_TYPE_MAP.fetch(sym, sym)
+  end
+
+  # Facebook sends reel URLs as webpage links (facebook.com/reel/...) rather than
+  # direct video URLs. Downloading these yields HTML, not video content.
+  def facebook_reel?(attachment)
+    attachment['type'].to_sym == :reel
+  end
+
+  def update_facebook_reel_content(attachment)
+    url = attachment.dig('payload', 'url')
+    return if url.blank?
+
+    @message.update!(content: url) if @message.content.blank?
+  end
+
   def unsupported_file_type?(attachment_type)
-    [:template, :unsupported_type].include? attachment_type.to_sym
+    [:template, :unsupported_type, :ephemeral].include? attachment_type.to_sym
   end
 end

app/builders/v2/reports/base_summary_builder.rb

@@ -10,10 +10,28 @@ class V2::Reports::BaseSummaryBuilder
 
   def load_data
     @conversations_count = fetch_conversations_count
-    @resolved_count = fetch_resolved_count
-    @avg_resolution_time = fetch_average_time('conversation_resolved')
-    @avg_first_response_time = fetch_average_time('first_response')
-    @avg_reply_time = fetch_average_time('reply_time')
+    load_reporting_events_data
+  end
+
+  def load_reporting_events_data
+    # Extract the column name for indexing (e.g., 'conversations.team_id' -> 'team_id')
+    index_key = group_by_key.to_s.split('.').last
+
+    results = reporting_events
+              .select(
+                "#{group_by_key} as #{index_key}",
+                "COUNT(CASE WHEN name = 'conversation_resolved' THEN 1 END) as resolved_count",
+                "AVG(CASE WHEN name = 'conversation_resolved' THEN #{average_value_key} END) as avg_resolution_time",
+                "AVG(CASE WHEN name = 'first_response' THEN #{average_value_key} END) as avg_first_response_time",
+                "AVG(CASE WHEN name = 'reply_time' THEN #{average_value_key} END) as avg_reply_time"
+              )
+              .group(group_by_key)
+              .index_by { |record| record.public_send(index_key) }
+
+    @resolved_count = results.transform_values(&:resolved_count)
+    @avg_resolution_time = results.transform_values(&:avg_resolution_time)
+    @avg_first_response_time = results.transform_values(&:avg_first_response_time)
+    @avg_reply_time = results.transform_values(&:avg_reply_time)
   end
 
   def reporting_events
@@ -24,14 +42,6 @@ class V2::Reports::BaseSummaryBuilder
     # Override this method
   end
 
-  def fetch_average_time(event_name)
-    get_grouped_average(reporting_events.where(name: event_name))
-  end
-
-  def fetch_resolved_count
-    reporting_events.where(name: 'conversation_resolved').group(group_by_key).count
-  end
-
   def group_by_key
     # Override this method
   end
@@ -40,10 +50,6 @@ class V2::Reports::BaseSummaryBuilder
     # Override this method
   end
 
-  def get_grouped_average(events)
-    events.group(group_by_key).average(average_value_key)
-  end
-
   def average_value_key
     ActiveModel::Type::Boolean.new.cast(params[:business_hours]).present? ? :value_in_business_hours : :value
   end

app/builders/v2/reports/channel_summary_builder.rb

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

app/builders/v2/reports/first_response_time_distribution_builder.rb

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

app/builders/v2/reports/inbox_label_matrix_builder.rb

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

app/builders/v2/reports/inbox_summary_builder.rb

@@ -13,10 +13,7 @@ class V2::Reports::InboxSummaryBuilder < V2::Reports::BaseSummaryBuilder
 
   def load_data
     @conversations_count = fetch_conversations_count
-    @resolved_count = fetch_resolved_count
-    @avg_resolution_time = fetch_average_time('conversation_resolved')
-    @avg_first_response_time = fetch_average_time('first_response')
-    @avg_reply_time = fetch_average_time('reply_time')
+    load_reporting_events_data
   end
 
   def fetch_conversations_count

app/builders/v2/reports/outgoing_messages_count_builder.rb

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

app/builders/year_in_review_builder.rb

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

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

@@ -4,7 +4,7 @@ class Api::V1::Accounts::AgentBotsController < Api::V1::Accounts::BaseController
   before_action :agent_bot, except: [:index, :create]
 
   def index
-    @agent_bots = AgentBot.where(account_id: [nil, Current.account.id])
+    @agent_bots = AgentBot.accessible_to(Current.account)
   end
 
   def show; end
@@ -34,10 +34,14 @@ class Api::V1::Accounts::AgentBotsController < Api::V1::Accounts::BaseController
     @agent_bot.reload
   end
 
+  def reset_secret
+    @agent_bot.reset_secret!
+  end
+
   private
 
   def agent_bot
-    @agent_bot = AgentBot.where(account_id: [nil, Current.account.id]).find(params[:id]) if params[:action] == 'show'
+    @agent_bot = AgentBot.accessible_to(Current.account).find(params[:id]) if params[:action] == 'show'
     @agent_bot ||= Current.account.agent_bots.find(params[:id])
   end
 

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

@@ -22,9 +22,10 @@ class Api::V1::Accounts::ArticlesController < Api::V1::Accounts::BaseController
   def edit; end
 
   def create
-    @article = @portal.articles.create!(article_params)
+    params_with_defaults = article_params
+    params_with_defaults[:status] ||= :draft
+    @article = @portal.articles.create!(params_with_defaults)
     @article.associate_root_article(article_params[:associated_article_id])
-    @article.draft!
     render json: { error: @article.errors.messages }, status: :unprocessable_entity and return unless @article.valid?
   end
 
@@ -39,7 +40,7 @@ class Api::V1::Accounts::ArticlesController < Api::V1::Accounts::BaseController
   end
 
   def reorder
-    Article.update_positions(params[:positions_hash])
+    Article.update_positions(portal: @portal, positions_hash: params[:positions_hash])
     head :ok
   end
 

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

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

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

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

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

@@ -0,0 +1,76 @@
+class Api::V1::Accounts::Captain::PreferencesController < Api::V1::Accounts::BaseController
+  before_action :current_account
+  before_action :authorize_account_update, only: [:update]
+
+  def show
+    render json: preferences_payload
+  end
+
+  def update
+    params_to_update = captain_params
+    @current_account.captain_models = params_to_update[:captain_models] if params_to_update[:captain_models]
+    @current_account.captain_features = params_to_update[:captain_features] if params_to_update[:captain_features]
+    @current_account.save!
+
+    render json: preferences_payload
+  end
+
+  private
+
+  def preferences_payload
+    {
+      providers: Llm::Models.providers,
+      models: Llm::Models.models,
+      features: features_with_account_preferences
+    }
+  end
+
+  def authorize_account_update
+    authorize @current_account, :update?
+  end
+
+  def captain_params
+    permitted = {}
+    permitted[:captain_models] = merged_captain_models if params[:captain_models].present?
+    permitted[:captain_features] = merged_captain_features if params[:captain_features].present?
+    permitted
+  end
+
+  def merged_captain_models
+    existing_models = @current_account.captain_models || {}
+    existing_models.merge(permitted_captain_models)
+  end
+
+  def merged_captain_features
+    existing_features = @current_account.captain_features || {}
+    existing_features.merge(permitted_captain_features)
+  end
+
+  def permitted_captain_models
+    params.require(:captain_models).permit(
+      :editor, :assistant, :copilot, :label_suggestion,
+      :audio_transcription, :help_center_search
+    ).to_h.stringify_keys
+  end
+
+  def permitted_captain_features
+    params.require(:captain_features).permit(
+      :editor, :assistant, :copilot, :label_suggestion,
+      :audio_transcription, :help_center_search
+    ).to_h.stringify_keys
+  end
+
+  def features_with_account_preferences
+    preferences = Current.account.captain_preferences
+    account_features = preferences[:features] || {}
+    account_models = preferences[:models] || {}
+
+    Llm::Models.feature_keys.index_with do |feature_key|
+      config = Llm::Models.feature_config(feature_key)
+      config.merge(
+        enabled: account_features[feature_key] == true,
+        selected: account_models[feature_key] || config[:default]
+      )
+    end
+  end
+end

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

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

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

@@ -1,7 +1,7 @@
 class Api::V1::Accounts::CategoriesController < Api::V1::Accounts::BaseController
   before_action :portal
   before_action :check_authorization
-  before_action :fetch_category, except: [:index, :create]
+  before_action :fetch_category, except: [:index, :create, :reorder]
   before_action :set_current_page, only: [:index]
 
   def index
@@ -32,6 +32,11 @@ class Api::V1::Accounts::CategoriesController < Api::V1::Accounts::BaseControlle
     head :ok
   end
 
+  def reorder
+    Category.update_positions(portal: @portal, positions_hash: params[:positions_hash])
+    head :ok
+  end
+
   private
 
   def fetch_category
@@ -39,7 +44,7 @@ class Api::V1::Accounts::CategoriesController < Api::V1::Accounts::BaseControlle
   end
 
   def portal
-    @portal ||= Current.account.portals.find_by(slug: params[:portal_id])
+    @portal ||= Current.account.portals.find_by!(slug: params[:portal_id])
   end
 
   def related_categories_records

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

@@ -64,7 +64,7 @@ class Api::V1::Accounts::Channels::TwilioChannelsController < Api::V1::Accounts:
 
   def permitted_params
     params.require(:twilio_channel).permit(
-      :account_id, :messaging_service_sid, :phone_number, :account_sid, :auth_token, :name, :medium, :api_key_sid
+      :messaging_service_sid, :phone_number, :account_sid, :auth_token, :name, :medium, :api_key_sid
     )
   end
 end

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

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

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

@@ -24,13 +24,11 @@ class Api::V1::Accounts::ContactsController < Api::V1::Accounts::BaseController
   def search
     render json: { error: 'Specify search string with parameter q' }, status: :unprocessable_entity if params[:q].blank? && return
 
-    contacts = resolved_contacts.where(
-      'name ILIKE :search OR email ILIKE :search OR phone_number ILIKE :search OR contacts.identifier LIKE :search
-        OR contacts.additional_attributes->>\'company_name\' ILIKE :search',
+    contacts = Current.account.contacts.where(
+      'name ILIKE :search OR email ILIKE :search OR phone_number ILIKE :search OR contacts.identifier LIKE :search',
       search: "%#{params[:q].strip}%"
     )
-    @contacts = fetch_contacts(contacts)
-    @contacts_count = @contacts.total_count
+    @contacts = fetch_contacts_with_has_more(contacts)
   end
 
   def import
@@ -143,6 +141,24 @@ class Api::V1::Accounts::ContactsController < Api::V1::Accounts::BaseController
       .per(RESULTS_PER_PAGE)
   end
 
+  def fetch_contacts_with_has_more(contacts)
+    includes_hash = { avatar_attachment: [:blob] }
+    includes_hash[:contact_inboxes] = { inbox: :channel } if @include_contact_inboxes
+
+    # Calculate offset manually to fetch one extra record for has_more check
+    offset = (@current_page.to_i - 1) * RESULTS_PER_PAGE
+    results = filtrate(contacts)
+              .includes(includes_hash)
+              .offset(offset)
+              .limit(RESULTS_PER_PAGE + 1)
+              .to_a
+
+    @has_more = results.size > RESULTS_PER_PAGE
+    results = results.first(RESULTS_PER_PAGE) if @has_more
+    @contacts_count = results.size
+    results
+  end
+
   def build_contact_inbox
     return if params[:inbox_id].blank?
 
@@ -185,7 +201,9 @@ class Api::V1::Accounts::ContactsController < Api::V1::Accounts::BaseController
   end
 
   def fetch_contact
-    @contact = Current.account.contacts.includes(contact_inboxes: [:inbox]).find(params[:id])
+    contact_scope = Current.account.contacts
+    contact_scope = contact_scope.includes(contact_inboxes: [:inbox]) if @include_contact_inboxes
+    @contact = contact_scope.find(params[:id])
   end
 
   def process_avatar_from_url

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

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

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

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

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

@@ -15,7 +15,7 @@ class Api::V1::Accounts::ConversationsController < Api::V1::Accounts::BaseContro
   end
 
   def meta
-    result = conversation_finder.perform
+    result = conversation_finder.perform_meta_only
     @conversations_count = result[:count]
   end
 
@@ -70,8 +70,11 @@ class Api::V1::Accounts::ConversationsController < Api::V1::Accounts::BaseContro
 
   def transcript
     render json: { error: 'email param missing' }, status: :unprocessable_entity and return if params[:email].blank?
+    return render_payment_required('Email transcript is not available on your plan') unless @conversation.account.email_transcript_enabled?
+    return head :too_many_requests unless @conversation.account.within_email_rate_limit?
 
     ConversationReplyMailer.with(account: @conversation.account).conversation_transcript(@conversation, params[:email])&.deliver_later
+    @conversation.account.increment_email_sent_count
     head :ok
   end
 
@@ -104,12 +107,23 @@ class Api::V1::Accounts::ConversationsController < Api::V1::Accounts::BaseContro
   end
 
   def toggle_typing_status
-    typing_status_manager = ::Conversations::TypingStatusManager.new(@conversation, current_user, params)
+    typing_status_manager = ::Conversations::TypingStatusManager.new(@conversation, Current.user, params)
     typing_status_manager.toggle_typing_status
     head :ok
   end
 
   def update_last_seen
+    # High-traffic accounts generate excessive DB writes when agents frequently switch between conversations.
+    # Throttle last_seen updates to once per hour when there are no unread messages to reduce DB load.
+    # Always update immediately if there are unread messages to maintain accurate read/unread state.
+    # Visiting a conversation should clear any unread inbox notifications for this conversation.
+    Notification::MarkConversationReadService.new(user: Current.user, account: Current.account, conversation: @conversation).perform
+    return update_last_seen_on_conversation(DateTime.now.utc, true) if assignee? && @conversation.assignee_unread_messages.any?
+    return update_last_seen_on_conversation(DateTime.now.utc, false) if !assignee? && @conversation.unread_messages.any?
+
+    # No unread messages - apply throttling to limit DB writes
+    return unless should_update_last_seen?
+
     update_last_seen_on_conversation(DateTime.now.utc, assignee?)
   end
 
@@ -142,12 +156,25 @@ class Api::V1::Accounts::ConversationsController < Api::V1::Accounts::BaseContro
   end
 
   def update_last_seen_on_conversation(last_seen_at, update_assignee)
+    updates = { agent_last_seen_at: last_seen_at }
+    updates[:assignee_last_seen_at] = last_seen_at if update_assignee.present?
+
     # rubocop:disable Rails/SkipsModelValidations
-    @conversation.update_column(:agent_last_seen_at, last_seen_at)
-    @conversation.update_column(:assignee_last_seen_at, last_seen_at) if update_assignee.present?
+    @conversation.update_columns(updates)
     # rubocop:enable Rails/SkipsModelValidations
   end
 
+  def should_update_last_seen?
+    # Update if at least one relevant timestamp is older than 1 hour or not set
+    # This prevents redundant DB writes when agents repeatedly view the same conversation
+    agent_needs_update = @conversation.agent_last_seen_at.blank? || @conversation.agent_last_seen_at < 1.hour.ago
+    return agent_needs_update unless assignee?
+
+    # For assignees, check both timestamps - update if either is old
+    assignee_needs_update = @conversation.assignee_last_seen_at.blank? || @conversation.assignee_last_seen_at < 1.hour.ago
+    agent_needs_update || assignee_needs_update
+  end
+
   def set_conversation_status
     @conversation.status = params[:status]
     @conversation.snoozed_until = parse_date_time(params[:snoozed_until].to_s) if params[:snoozed_until]
@@ -160,7 +187,7 @@ class Api::V1::Accounts::ConversationsController < Api::V1::Accounts::BaseContro
 
   def conversation
     @conversation ||= Current.account.conversations.find_by!(display_id: params[:id])
-    authorize @conversation.inbox, :show?
+    authorize @conversation, :show?
   end
 
   def inbox

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

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

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

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

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

@@ -4,8 +4,9 @@ class Api::V1::Accounts::InboxesController < Api::V1::Accounts::BaseController
   before_action :fetch_agent_bot, only: [:set_agent_bot]
   before_action :validate_limit, only: [:create]
   # we are already handling the authorization in fetch inbox
-  before_action :check_authorization, except: [:show, :health]
-  before_action :validate_whatsapp_cloud_channel, only: [:health]
+  before_action :check_authorization, except: [:show]
+
+  include Api::V1::Accounts::Concerns::WhatsappHealthManagement
 
   def index
     @inboxes = policy_scope(Current.account.inboxes.order_by_name.includes(:channel, { avatar_attachment: [:blob] }))
@@ -65,28 +66,17 @@ class Api::V1::Accounts::InboxesController < Api::V1::Accounts::BaseController
     head :ok
   end
 
+  def reset_secret
+    return head :not_found unless @inbox.api?
+
+    @inbox.channel.reset_secret!
+  end
+
   def destroy
     ::DeleteObjectJob.perform_later(@inbox, Current.user, request.ip) if @inbox.present?
     render status: :ok, json: { message: I18n.t('messages.inbox_deletetion_response') }
   end
 
-  def sync_templates
-    return render status: :unprocessable_entity, json: { error: 'Template sync is only available for WhatsApp channels' } unless whatsapp_channel?
-
-    trigger_template_sync
-    render status: :ok, json: { message: 'Template sync initiated successfully' }
-  rescue StandardError => e
-    render status: :internal_server_error, json: { error: e.message }
-  end
-
-  def health
-    health_data = Whatsapp::HealthService.new(@inbox.channel).fetch_health_status
-    render json: health_data
-  rescue StandardError => e
-    Rails.logger.error "[INBOX HEALTH] Error fetching health data: #{e.message}"
-    render json: { error: e.message }, status: :unprocessable_entity
-  end
-
   private
 
   def fetch_inbox
@@ -98,12 +88,6 @@ class Api::V1::Accounts::InboxesController < Api::V1::Accounts::BaseController
     @agent_bot = AgentBot.find(params[:agent_bot]) if params[:agent_bot]
   end
 
-  def validate_whatsapp_cloud_channel
-    return if @inbox.channel.is_a?(Channel::Whatsapp) && @inbox.channel.provider == 'whatsapp_cloud'
-
-    render json: { error: 'Health data only available for WhatsApp Cloud API channels' }, status: :bad_request
-  end
-
   def create_channel
     return unless allowed_channel_types.include?(permitted_params[:channel][:type])
 
@@ -152,31 +136,37 @@ class Api::V1::Accounts::InboxesController < Api::V1::Accounts::BaseController
   end
 
   def format_csat_config(config)
-    {
-      display_type: config['display_type'] || 'emoji',
-      message: config['message'] || '',
-      survey_rules: {
-        operator: config.dig('survey_rules', 'operator') || 'contains',
-        values: config.dig('survey_rules', 'values') || []
-      }
+    formatted = {
+      'display_type' => config['display_type'] || 'emoji',
+      'message' => config['message'] || '',
+      :survey_rules => {
+        'operator' => config.dig('survey_rules', 'operator') || 'contains',
+        'values' => config.dig('survey_rules', 'values') || []
+      },
+      'button_text' => config['button_text'] || 'Please rate us',
+      'language' => config['language'] || 'en'
     }
+    format_template_config(config, formatted)
+    formatted
+  end
+
+  def format_template_config(config, formatted)
+    formatted['template'] = config['template'] if config['template'].present?
   end
 
   def inbox_attributes
     [:name, :avatar, :greeting_enabled, :greeting_message, :enable_email_collect, :csat_survey_enabled,
      :enable_auto_assignment, :working_hours_enabled, :out_of_office_message, :timezone, :allow_messages_after_resolved,
      :lock_to_single_conversation, :portal_id, :sender_name_type, :business_name,
-     { csat_config: [:display_type, :message, { survey_rules: [:operator, { values: [] }] }] }]
+     { csat_config: [:display_type, :message, :button_text, :language,
+                     { survey_rules: [:operator, { values: [] }],
+                       template: [:name, :template_id, :friendly_name, :content_sid, :approval_sid, :created_at, :language, :status] }] }]
   end
 
   def permitted_params(channel_attributes = [])
     # We will remove this line after fixing https://linear.app/chatwoot/issue/CW-1567/null-value-passed-as-null-string-to-backend
     params.each { |k, v| params[k] = params[k] == 'null' ? nil : v }
-
-    params.permit(
-      *inbox_attributes,
-      channel: [:type, *channel_attributes]
-    )
+    params.permit(*inbox_attributes, channel: [:type, *channel_attributes])
   end
 
   def channel_type_from_params
@@ -192,23 +182,7 @@ class Api::V1::Accounts::InboxesController < Api::V1::Accounts::BaseController
   end
 
   def get_channel_attributes(channel_type)
-    if channel_type.constantize.const_defined?(:EDITABLE_ATTRS)
-      channel_type.constantize::EDITABLE_ATTRS.presence
-    else
-      []
-    end
-  end
-
-  def whatsapp_channel?
-    @inbox.whatsapp? || (@inbox.twilio? && @inbox.channel.whatsapp?)
-  end
-
-  def trigger_template_sync
-    if @inbox.whatsapp?
-      Channels::Whatsapp::TemplatesSyncJob.perform_later(@inbox.channel)
-    elsif @inbox.twilio? && @inbox.channel.whatsapp?
-      Channels::Twilio::TemplatesSyncJob.perform_later(@inbox.channel)
-    end
+    channel_type.constantize.const_defined?(:EDITABLE_ATTRS) ? channel_type.constantize::EDITABLE_ATTRS.presence : []
   end
 end
 

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

@@ -22,7 +22,7 @@ class Api::V1::Accounts::Integrations::DyteController < Api::V1::Accounts::BaseC
   private
 
   def authorize_request
-    authorize @conversation.inbox, :show?
+    authorize @conversation, :show?
   end
 
   def render_response(response)

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

@@ -126,7 +126,7 @@ class Api::V1::Accounts::Integrations::LinearController < Api::V1::Accounts::Bas
     return unless @hook&.access_token
 
     begin
-      linear_client = Linear.new(@hook.access_token)
+      linear_client = Linear.new(@hook.access_token, refresh_token: @hook.settings&.[]('refresh_token'))
       linear_client.revoke_token
     rescue StandardError => e
       Rails.logger.error "Failed to revoke Linear token: #{e.message}"

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

@@ -1,4 +1,6 @@
 class Api::V1::Accounts::MacrosController < Api::V1::Accounts::BaseController
+  include AttachmentConcern
+
   before_action :fetch_macro, only: [:show, :update, :destroy, :execute]
   before_action :check_authorization, only: [:show, :update, :destroy, :execute]
 
@@ -11,26 +13,32 @@ class Api::V1::Accounts::MacrosController < Api::V1::Accounts::BaseController
   end
 
   def create
+    blobs, actions, error = validate_and_prepare_attachments(params[:actions])
+    return render_could_not_create_error(error) if error
+
     @macro = Current.account.macros.new(macros_with_user.merge(created_by_id: current_user.id))
     @macro.set_visibility(current_user, permitted_params)
-    @macro.actions = params[:actions]
+    @macro.actions = actions
 
-    render json: { error: @macro.errors.messages }, status: :unprocessable_entity and return unless @macro.valid?
+    return render_could_not_create_error(@macro.errors.messages) unless @macro.valid?
 
     @macro.save!
-    process_attachments
-    @macro
+    blobs.each { |blob| @macro.files.attach(blob) }
   end
 
   def update
+    blobs, actions, error = validate_and_prepare_attachments(params[:actions], @macro)
+    return render_could_not_create_error(error) if error
+
     ActiveRecord::Base.transaction do
-      @macro.update!(macros_with_user)
+      @macro.assign_attributes(macros_with_user)
       @macro.set_visibility(current_user, permitted_params)
-      process_attachments
+      @macro.actions = actions if params[:actions]
       @macro.save!
+      blobs.each { |blob| @macro.files.attach(blob) }
     rescue StandardError => e
       Rails.logger.error e
-      render json: { error: @macro.errors.messages }.to_json, status: :unprocessable_entity
+      render_could_not_create_error(@macro.errors.messages)
     end
   end
 
@@ -47,20 +55,9 @@ class Api::V1::Accounts::MacrosController < Api::V1::Accounts::BaseController
 
   private
 
-  def process_attachments
-    actions = @macro.actions.filter_map { |k, _v| k if k['action_name'] == 'send_attachment' }
-    return if actions.blank?
-
-    actions.each do |action|
-      blob_id = action['action_params']
-      blob = ActiveStorage::Blob.find_by(id: blob_id)
-      @macro.files.attach(blob)
-    end
-  end
-
   def permitted_params
     params.permit(
-      :name, :account_id, :visibility,
+      :name, :visibility,
       actions: [:action_name, { action_params: [] }]
     )
   end

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

@@ -62,7 +62,7 @@ class Api::V1::Accounts::PortalsController < Api::V1::Accounts::BaseController
 
   def process_attached_logo
     blob_id = params[:blob_id]
-    blob = ActiveStorage::Blob.find_by(id: blob_id)
+    blob = ActiveStorage::Blob.find_signed(blob_id)
     @portal.logo.attach(blob)
   end
 
@@ -78,8 +78,8 @@ class Api::V1::Accounts::PortalsController < Api::V1::Accounts::BaseController
 
   def portal_params
     params.require(:portal).permit(
-      :id, :account_id, :color, :custom_domain, :header_text, :homepage_link,
-      :name, :page_title, :slug, :archived, { config: [:default_locale, { allowed_locales: [] }] }
+      :id, :color, :custom_domain, :header_text, :homepage_link,
+      :name, :page_title, :slug, :archived, { config: [:default_locale, { allowed_locales: [] }, { draft_locales: [] }] }
     )
   end
 

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

@@ -28,5 +28,7 @@ class Api::V1::Accounts::SearchController < Api::V1::Accounts::BaseController
       search_type: search_type,
       params: params
     ).perform
+  rescue ArgumentError => e
+    render json: { error: e.message }, status: :unprocessable_entity
   end
 end

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

@@ -0,0 +1,15 @@
+class Api::V1::Accounts::Tiktok::AuthorizationsController < Api::V1::Accounts::OauthAuthorizationController
+  include Tiktok::IntegrationHelper
+
+  def create
+    redirect_url = Tiktok::AuthClient.authorize_url(
+      state: generate_tiktok_token(Current.account.id)
+    )
+
+    if redirect_url
+      render json: { success: true, url: redirect_url }
+    else
+      render json: { success: false }, status: :unprocessable_entity
+    end
+  end
+end

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

@@ -5,7 +5,7 @@ class Api::V1::Accounts::UploadController < Api::V1::Accounts::BaseController
              elsif params[:external_url].present?
                create_from_url
              else
-               render_error('No file or URL provided', :unprocessable_entity)
+               render_error(I18n.t('errors.upload.missing_input'), :unprocessable_entity)
              end
 
     render_success(result) if result.is_a?(ActiveStorage::Blob)
@@ -19,35 +19,21 @@ class Api::V1::Accounts::UploadController < Api::V1::Accounts::BaseController
   end
 
   def create_from_url
-    uri = parse_uri(params[:external_url])
-    return if performed?
-
-    fetch_and_process_file_from_uri(uri)
-  end
-
-  def parse_uri(url)
-    uri = URI.parse(url)
-    validate_uri(uri)
-    uri
-  rescue URI::InvalidURIError, SocketError
-    render_error('Invalid URL provided', :unprocessable_entity)
-    nil
-  end
-
-  def validate_uri(uri)
-    raise URI::InvalidURIError unless uri.is_a?(URI::HTTP) || uri.is_a?(URI::HTTPS)
-  end
-
-  def fetch_and_process_file_from_uri(uri)
-    uri.open do |file|
-      create_and_save_blob(file, File.basename(uri.path), file.content_type)
+    SafeFetch.fetch(params[:external_url].to_s) do |result|
+      create_and_save_blob(result.tempfile, result.filename, result.content_type)
     end
-  rescue OpenURI::HTTPError => e
-    render_error("Failed to fetch file from URL: #{e.message}", :unprocessable_entity)
-  rescue SocketError
-    render_error('Invalid URL provided', :unprocessable_entity)
+  rescue SafeFetch::HttpError => e
+    render_error(I18n.t('errors.upload.fetch_failed_with_message', message: e.message), :unprocessable_entity)
+  rescue SafeFetch::FetchError
+    render_error(I18n.t('errors.upload.fetch_failed'), :unprocessable_entity)
+  rescue SafeFetch::FileTooLargeError
+    render_error(I18n.t('errors.upload.file_too_large'), :unprocessable_entity)
+  rescue SafeFetch::UnsupportedContentTypeError
+    render_error(I18n.t('errors.upload.unsupported_content_type'), :unprocessable_entity)
+  rescue SafeFetch::Error
+    render_error(I18n.t('errors.upload.invalid_url'), :unprocessable_entity)
   rescue StandardError
-    render_error('An unexpected error occurred', :internal_server_error)
+    render_error(I18n.t('errors.upload.unexpected'), :internal_server_error)
   end
 
   def create_and_save_blob(io, filename, content_type)
@@ -59,7 +45,7 @@ class Api::V1::Accounts::UploadController < Api::V1::Accounts::BaseController
   end
 
   def render_success(file_blob)
-    render json: { file_url: url_for(file_blob), blob_key: file_blob.key, blob_id: file_blob.id }
+    render json: { file_url: url_for(file_blob), blob_id: file_blob.signed_id }
   end
 
   def render_error(message, status)

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

@@ -23,7 +23,7 @@ class Api::V1::Accounts::WebhooksController < Api::V1::Accounts::BaseController
   private
 
   def webhook_params
-    params.require(:webhook).permit(:inbox_id, :url, subscriptions: [])
+    params.require(:webhook).permit(:inbox_id, :name, :url, subscriptions: [])
   end
 
   def fetch_webhook

app/controllers/api/v1/accounts_controller.rb

@@ -30,9 +30,20 @@ class Api::V1::AccountsController < Api::BaseController
       locale: account_params[:locale],
       user: current_user
     ).perform
+    enqueue_branding_enrichment
     if @user
-      send_auth_headers(@user)
-      render 'api/v1/accounts/create', format: :json, locals: { resource: @user }
+      # Authenticated users (dashboard "add account") and api_only signups
+      # need the full response with account_id. API-only deployments have no
+      # frontend to handle the email confirmation flow, so they need auth
+      # tokens to proceed.
+      # Unauthenticated web signup returns only the email — no session is
+      # created until the user confirms via the email link.
+      if current_user || api_only_signup?
+        send_auth_headers(@user)
+        render 'api/v1/accounts/create', format: :json, locals: { resource: @user }
+      else
+        render json: { email: @user.email }
+      end
     else
       render_error_response(CustomExceptions::Account::SignupFailed.new({}))
     end
@@ -59,6 +70,16 @@ class Api::V1::AccountsController < Api::BaseController
 
   private
 
+  def enqueue_branding_enrichment
+    return if account_params[:email].blank?
+
+    Account::BrandingEnrichmentJob.perform_later(@account.id, account_params[:email])
+    Redis::Alfred.set(format(Redis::Alfred::ACCOUNT_ONBOARDING_ENRICHMENT, account_id: @account.id), '1', ex: 30)
+  rescue StandardError => e
+    # Enrichment is optional — never let queue/Redis failures abort signup
+    ChatwootExceptionTracker.new(e).capture_exception
+  end
+
   def ensure_account_name
     # ensure that account_name and user_full_name is present
     # this is becuase the account builder and the models validations are not triggered
@@ -92,11 +113,24 @@ class Api::V1::AccountsController < Api::BaseController
   end
 
   def settings_params
-    params.permit(:auto_resolve_after, :auto_resolve_message, :auto_resolve_ignore_waiting, :audio_transcriptions, :auto_resolve_label)
+    params.permit(*permitted_settings_attributes)
+  end
+
+  def permitted_settings_attributes
+    [:auto_resolve_after, :auto_resolve_message, :auto_resolve_ignore_waiting, :audio_transcriptions, :auto_resolve_label]
   end
 
   def check_signup_enabled
-    raise ActionController::RoutingError, 'Not Found' if GlobalConfigService.load('ENABLE_ACCOUNT_SIGNUP', 'false') == 'false'
+    raise ActionController::RoutingError, 'Not Found' unless GlobalConfigService.account_signup_enabled?
+  end
+
+  def api_only_signup?
+    # CW_API_ONLY_SERVER is the canonical flag for API-only deployments.
+    # ENABLE_ACCOUNT_SIGNUP='api_only' is a legacy sentinel for the same purpose.
+    # Read ENABLE_ACCOUNT_SIGNUP raw from InstallationConfig because GlobalConfig.get
+    # typecasts it to boolean, coercing 'api_only' to true.
+    ActiveModel::Type::Boolean.new.cast(ENV.fetch('CW_API_ONLY_SERVER', false)) ||
+      InstallationConfig.find_by(name: 'ENABLE_ACCOUNT_SIGNUP')&.value.to_s == 'api_only'
   end
 
   def validate_captcha
@@ -111,3 +145,5 @@ class Api::V1::AccountsController < Api::BaseController
     }
   end
 end
+
+Api::V1::AccountsController.prepend_mod_with('Api::V1::AccountsSettings')

app/controllers/api/v1/widget/configs_controller.rb

@@ -9,7 +9,13 @@ class Api::V1::Widget::ConfigsController < Api::V1::Widget::BaseController
   private
 
   def set_global_config
-    @global_config = GlobalConfig.get('LOGO_THUMBNAIL', 'BRAND_NAME', 'WIDGET_BRAND_URL', 'INSTALLATION_NAME')
+    @global_config = GlobalConfig.get(
+      'LOGO_THUMBNAIL',
+      'BRAND_NAME',
+      'WIDGET_BRAND_URL',
+      'MAXIMUM_FILE_UPLOAD_SIZE',
+      'INSTALLATION_NAME'
+    )
   end
 
   def set_contact

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

@@ -19,7 +19,7 @@ class Api::V1::Widget::ContactsController < Api::V1::Widget::BaseController
       contact = @contact
     end
 
-    @contact_inbox.update(hmac_verified: true) if should_verify_hmac? && valid_hmac?
+    @contact_inbox.update(hmac_verified: true) if should_verify_hmac?
 
     identify_contact(contact)
   end

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

@@ -35,12 +35,11 @@ class Api::V1::Widget::ConversationsController < Api::V1::Widget::BaseController
   end
 
   def transcript
-    if conversation.present? && conversation.contact.present? && conversation.contact.email.present?
-      ConversationReplyMailer.with(account: conversation.account).conversation_transcript(
-        conversation,
-        conversation.contact.email
-      )&.deliver_later
-    end
+    return head :too_many_requests if conversation.blank?
+    return head :payment_required unless conversation.account.email_transcript_enabled?
+    return head :too_many_requests unless conversation.account.within_email_rate_limit?
+
+    send_transcript_email
     head :ok
   end
 
@@ -77,6 +76,16 @@ class Api::V1::Widget::ConversationsController < Api::V1::Widget::BaseController
 
   private
 
+  def send_transcript_email
+    return if conversation.contact&.email.blank?
+
+    ConversationReplyMailer.with(account: conversation.account).conversation_transcript(
+      conversation,
+      conversation.contact.email
+    )&.deliver_later
+    conversation.account.increment_email_sent_count
+  end
+
   def trigger_typing_event(event)
     Rails.configuration.dispatcher.dispatch(event, Time.zone.now, conversation: conversation, user: @contact)
   end

app/controllers/api/v1/widget/messages_controller.rb

@@ -43,7 +43,15 @@ class Api::V1::Widget::MessagesController < Api::V1::Widget::BaseController
   end
 
   def set_conversation
-    @conversation = create_conversation if conversation.nil?
+    return unless conversation.nil?
+
+    @conversation = create_conversation
+    apply_labels if permitted_params[:labels].present?
+  end
+
+  def apply_labels
+    valid_labels = inbox.account.labels.where(title: permitted_params[:labels]).pluck(:title)
+    @conversation.update_labels(valid_labels) if valid_labels.present?
   end
 
   def message_finder_params
@@ -64,7 +72,14 @@ class Api::V1::Widget::MessagesController < Api::V1::Widget::BaseController
 
   def permitted_params
     # timestamp parameter is used in create conversation method
-    params.permit(:id, :before, :after, :website_token, contact: [:name, :email], message: [:content, :referer_url, :timestamp, :echo_id, :reply_to])
+    # custom_attributes and labels are applied when a new conversation is created alongside the first message
+    params.permit(
+      :id, :before, :after, :website_token,
+      contact: [:name, :email],
+      message: [:content, :referer_url, :timestamp, :echo_id, :reply_to],
+      custom_attributes: {},
+      labels: []
+    )
   end
 
   def set_message

app/controllers/api/v2/accounts/reports_controller.rb

@@ -38,6 +38,11 @@ class Api::V2::Accounts::ReportsController < Api::V1::Accounts::BaseController
     generate_csv('teams_report', 'api/v2/accounts/reports/teams')
   end
 
+  def conversations_summary
+    @report_data = generate_conversations_report
+    generate_csv('conversations_summary_report', 'api/v2/accounts/reports/conversations_summary')
+  end
+
   def conversation_traffic
     @report_data = generate_conversations_heatmap_report
     timezone_offset = (params[:timezone_offset] || 0).to_f
@@ -57,6 +62,31 @@ class Api::V2::Accounts::ReportsController < Api::V1::Accounts::BaseController
     render json: bot_metrics
   end
 
+  def inbox_label_matrix
+    builder = V2::Reports::InboxLabelMatrixBuilder.new(
+      account: Current.account,
+      params: inbox_label_matrix_params
+    )
+    render json: builder.build
+  end
+
+  def first_response_time_distribution
+    builder = V2::Reports::FirstResponseTimeDistributionBuilder.new(
+      account: Current.account,
+      params: first_response_time_distribution_params
+    )
+    render json: builder.build
+  end
+
+  OUTGOING_MESSAGES_ALLOWED_GROUP_BY = %w[agent team inbox label].freeze
+
+  def outgoing_messages_count
+    return head :unprocessable_entity unless OUTGOING_MESSAGES_ALLOWED_GROUP_BY.include?(params[:group_by])
+
+    builder = V2::Reports::OutgoingMessagesCountBuilder.new(Current.account, outgoing_messages_count_params)
+    render json: builder.build
+  end
+
   private
 
   def generate_csv(filename, template)
@@ -134,4 +164,28 @@ class Api::V2::Accounts::ReportsController < Api::V1::Accounts::BaseController
   def conversation_metrics
     V2::ReportBuilder.new(Current.account, conversation_params).conversation_metrics
   end
+
+  def inbox_label_matrix_params
+    {
+      since: params[:since],
+      until: params[:until],
+      inbox_ids: params[:inbox_ids],
+      label_ids: params[:label_ids]
+    }
+  end
+
+  def first_response_time_distribution_params
+    {
+      since: params[:since],
+      until: params[:until]
+    }
+  end
+
+  def outgoing_messages_count_params
+    {
+      group_by: params[:group_by],
+      since: params[:since],
+      until: params[:until]
+    }
+  end
 end

app/controllers/api/v2/accounts/summary_reports_controller.rb

@@ -1,6 +1,6 @@
 class Api::V2::Accounts::SummaryReportsController < Api::V1::Accounts::BaseController
   before_action :check_authorization
-  before_action :prepare_builder_params, only: [:agent, :team, :inbox, :label]
+  before_action :prepare_builder_params, only: [:agent, :team, :inbox, :label, :channel]
 
   def agent
     render_report_with(V2::Reports::AgentSummaryBuilder)
@@ -18,6 +18,12 @@ class Api::V2::Accounts::SummaryReportsController < Api::V1::Accounts::BaseContr
     render_report_with(V2::Reports::LabelSummaryBuilder)
   end
 
+  def channel
+    return render_could_not_create_error(I18n.t('errors.reports.date_range_too_long')) if date_range_too_long?
+
+    render_report_with(V2::Reports::ChannelSummaryBuilder)
+  end
+
   private
 
   def check_authorization
@@ -40,4 +46,12 @@ class Api::V2::Accounts::SummaryReportsController < Api::V1::Accounts::BaseContr
   def permitted_params
     params.permit(:since, :until, :business_hours)
   end
+
+  def date_range_too_long?
+    return false if permitted_params[:since].blank? || permitted_params[:until].blank?
+
+    since_time = Time.zone.at(permitted_params[:since].to_i)
+    until_time = Time.zone.at(permitted_params[:until].to_i)
+    (until_time - since_time) > 6.months
+  end
 end

app/controllers/api/v2/accounts/year_in_reviews_controller.rb

@@ -0,0 +1,26 @@
+class Api::V2::Accounts::YearInReviewsController < Api::V1::Accounts::BaseController
+  def show
+    year = params[:year] || 2025
+    cache_key = "year_in_review_#{Current.account.id}_#{year}"
+
+    cached_data = Current.user.ui_settings&.dig(cache_key)
+
+    if cached_data.present?
+      render json: cached_data
+    else
+      builder = YearInReviewBuilder.new(
+        account: Current.account,
+        user_id: Current.user.id,
+        year: year
+      )
+
+      data = builder.build
+
+      ui_settings = Current.user.ui_settings || {}
+      ui_settings[cache_key] = data
+      Current.user.update(ui_settings: ui_settings)
+
+      render json: data
+    end
+  end
+end

app/controllers/api/v2/accounts_controller.rb

@@ -58,7 +58,7 @@ class Api::V2::AccountsController < Api::BaseController
   end
 
   def check_signup_enabled
-    raise ActionController::RoutingError, 'Not Found' if GlobalConfigService.load('ENABLE_ACCOUNT_SIGNUP', 'false') == 'false'
+    raise ActionController::RoutingError, 'Not Found' unless GlobalConfigService.account_signup_enabled?
   end
 
   def validate_captcha

app/controllers/auth/resend_confirmations_controller.rb

@@ -0,0 +1,18 @@
+# Unauthenticated endpoint for resending confirmation emails during signup.
+# This is a standalone controller (not on DeviseOverrides::ConfirmationsController)
+# because OmniAuth middleware intercepts all POST /auth/* routes as provider
+# callbacks, and Devise controller filters cause 307 redirects for custom actions.
+# Inherits from ActionController::API to avoid both issues entirely.
+# Rate-limited by Rack::Attack (IP + email) and gated by hCaptcha.
+class Auth::ResendConfirmationsController < ActionController::API
+  def create
+    return head(:ok) unless ChatwootCaptcha.new(params[:h_captcha_client_response]).valid?
+
+    email = params[:email]
+    return head(:ok) unless email.is_a?(String)
+
+    user = User.from_email(email.strip.downcase)
+    user&.send_confirmation_instructions unless user&.confirmed?
+    head :ok
+  end
+end

app/controllers/concerns/access_token_auth_helper.rb

@@ -1,6 +1,6 @@
 module AccessTokenAuthHelper
   BOT_ACCESSIBLE_ENDPOINTS = {
-    'api/v1/accounts/conversations' => %w[toggle_status toggle_priority create update custom_attributes],
+    'api/v1/accounts/conversations' => %w[toggle_status toggle_typing_status toggle_priority create update custom_attributes],
     'api/v1/accounts/conversations/messages' => ['create'],
     'api/v1/accounts/conversations/assignments' => ['create']
   }.freeze
@@ -14,6 +14,7 @@ module AccessTokenAuthHelper
     ensure_access_token
     render_unauthorized('Invalid Access Token') && return if @access_token.blank?
 
+    # NOTE: This ensures that current_user is set and available for the rest of the controller actions
     @resource = @access_token.owner
     Current.user = @resource if allowed_current_user_type?(@resource)
   end
@@ -27,7 +28,7 @@ module AccessTokenAuthHelper
 
   def validate_bot_access_token!
     return if Current.user.is_a?(User)
-    return if agent_bot_accessible?
+    return if @resource.is_a?(AgentBot) && agent_bot_accessible?
 
     render_unauthorized('Access to this endpoint is not authorized for bots')
   end

app/controllers/concerns/attachment_concern.rb

@@ -0,0 +1,35 @@
+module AttachmentConcern
+  extend ActiveSupport::Concern
+
+  def validate_and_prepare_attachments(actions, record = nil)
+    blobs = []
+    return [blobs, actions, nil] if actions.blank?
+
+    sanitized = actions.map do |action|
+      next action unless action[:action_name] == 'send_attachment'
+
+      result = process_attachment_action(action, record, blobs)
+      return [nil, nil, I18n.t('errors.attachments.invalid')] unless result
+
+      result
+    end
+
+    [blobs, sanitized, nil]
+  end
+
+  private
+
+  def process_attachment_action(action, record, blobs)
+    blob_id = action[:action_params].first
+    blob = ActiveStorage::Blob.find_signed(blob_id.to_s)
+
+    return action.merge(action_params: [blob.id]).tap { blobs << blob } if blob.present?
+    return action if blob_already_attached?(record, blob_id)
+
+    nil
+  end
+
+  def blob_already_attached?(record, blob_id)
+    record&.files&.any? { |f| f.blob_id == blob_id.to_i }
+  end
+end

app/controllers/concerns/ensure_current_account_helper.rb

@@ -25,6 +25,9 @@ module EnsureCurrentAccountHelper
   end
 
   def account_accessible_for_bot?(account)
-    render_unauthorized('Bot is not authorized to access this account') unless @resource.agent_bot_inboxes.find_by(account_id: account.id)
+    return if @resource.account_id == account.id
+    return if @resource.agent_bot_inboxes.find_by(account_id: account.id)
+
+    render_unauthorized('Bot is not authorized to access this account')
   end
 end

app/controllers/dashboard_controller.rb

@@ -1,6 +1,31 @@
 class DashboardController < ActionController::Base
   include SwitchLocale
 
+  GLOBAL_CONFIG_KEYS = %w[
+    LOGO
+    LOGO_DARK
+    LOGO_THUMBNAIL
+    INSTALLATION_NAME
+    WIDGET_BRAND_URL
+    TERMS_URL
+    BRAND_URL
+    BRAND_NAME
+    PRIVACY_URL
+    DISPLAY_MANIFEST
+    CREATE_NEW_ACCOUNT_FROM_DASHBOARD
+    CHATWOOT_INBOX_TOKEN
+    API_CHANNEL_NAME
+    API_CHANNEL_THUMBNAIL
+    CLOUD_ANALYTICS_TOKEN
+    DIRECT_UPLOADS_ENABLED
+    MAXIMUM_FILE_UPLOAD_SIZE
+    HCAPTCHA_SITE_KEY
+    LOGOUT_REDIRECT_LINK
+    DISABLE_USER_PROFILE_UPDATE
+    DEPLOYMENT_ENV
+    INSTALLATION_PRICING_PLAN
+  ].freeze
+
   before_action :set_application_pack
   before_action :set_global_config
   before_action :set_dashboard_scripts
@@ -19,25 +44,7 @@ class DashboardController < ActionController::Base
   end
 
   def set_global_config
-    @global_config = GlobalConfig.get(
-      'LOGO', 'LOGO_DARK', 'LOGO_THUMBNAIL',
-      'INSTALLATION_NAME',
-      'WIDGET_BRAND_URL', 'TERMS_URL',
-      'BRAND_URL', 'BRAND_NAME',
-      'PRIVACY_URL',
-      'DISPLAY_MANIFEST',
-      'CREATE_NEW_ACCOUNT_FROM_DASHBOARD',
-      'CHATWOOT_INBOX_TOKEN',
-      'API_CHANNEL_NAME',
-      'API_CHANNEL_THUMBNAIL',
-      'ANALYTICS_TOKEN',
-      'DIRECT_UPLOADS_ENABLED',
-      'HCAPTCHA_SITE_KEY',
-      'LOGOUT_REDIRECT_LINK',
-      'DISABLE_USER_PROFILE_UPDATE',
-      'DEPLOYMENT_ENV',
-      'INSTALLATION_PRICING_PLAN'
-    ).merge(app_config)
+    @global_config = GlobalConfig.get(*GLOBAL_CONFIG_KEYS).merge(app_config)
   end
 
   def set_dashboard_scripts
@@ -66,15 +73,24 @@ class DashboardController < ActionController::Base
       ENABLE_ACCOUNT_SIGNUP: GlobalConfigService.load('ENABLE_ACCOUNT_SIGNUP', 'false'),
       FB_APP_ID: GlobalConfigService.load('FB_APP_ID', ''),
       INSTAGRAM_APP_ID: GlobalConfigService.load('INSTAGRAM_APP_ID', ''),
+      TIKTOK_APP_ID: GlobalConfigService.load('TIKTOK_APP_ID', ''),
       FACEBOOK_API_VERSION: GlobalConfigService.load('FACEBOOK_API_VERSION', 'v18.0'),
       WHATSAPP_APP_ID: GlobalConfigService.load('WHATSAPP_APP_ID', ''),
       WHATSAPP_CONFIGURATION_ID: GlobalConfigService.load('WHATSAPP_CONFIGURATION_ID', ''),
       IS_ENTERPRISE: ChatwootApp.enterprise?,
       AZURE_APP_ID: GlobalConfigService.load('AZURE_APP_ID', ''),
-      GIT_SHA: GIT_HASH
+      GIT_SHA: GIT_HASH,
+      ALLOWED_LOGIN_METHODS: allowed_login_methods
     }
   end
 
+  def allowed_login_methods
+    methods = ['email']
+    methods << 'google_oauth' if GlobalConfigService.load('ENABLE_GOOGLE_OAUTH_LOGIN', 'true').to_s != 'false'
+    methods << 'saml' if ChatwootHub.pricing_plan != 'community' && GlobalConfigService.load('ENABLE_SAML_SSO_LOGIN', 'true').to_s != 'false'
+    methods
+  end
+
   def set_application_pack
     @application_pack = if request.path.include?('/auth') || request.path.include?('/login')
                           'v3app'

app/controllers/devise_overrides/omniauth_callbacks_controller.rb

@@ -10,7 +10,12 @@ class DeviseOverrides::OmniauthCallbacksController < DeviseTokenAuth::OmniauthCa
   private
 
   def sign_in_user
+    # Capture before skip_confirmation! sets confirmed_at, which would
+    # make oauth_user_needs_password_reset? return false and skip the
+    # password reset for persisted unconfirmed users.
+    needs_password_reset = oauth_user_needs_password_reset?
     @resource.skip_confirmation! if confirmable_enabled?
+    set_random_password_if_oauth_user if needs_password_reset
 
     # once the resource is found and verified
     # we can just send them to the login page again with the SSO params
@@ -20,7 +25,10 @@ class DeviseOverrides::OmniauthCallbacksController < DeviseTokenAuth::OmniauthCa
   end
 
   def sign_in_user_on_mobile
+    # See comment in sign_in_user for why this is captured before skip_confirmation!
+    needs_password_reset = oauth_user_needs_password_reset?
     @resource.skip_confirmation! if confirmable_enabled?
+    set_random_password_if_oauth_user if needs_password_reset
 
     # once the resource is found and verified
     # we can just send them to the login page again with the SSO params
@@ -37,6 +45,7 @@ class DeviseOverrides::OmniauthCallbacksController < DeviseTokenAuth::OmniauthCa
     return redirect_to login_page_url(error: 'business-account-only') unless validate_signup_email_is_business_domain?
 
     create_account_for_user
+    set_random_password_if_oauth_user
     token = @resource.send(:set_reset_password_token)
     frontend_url = ENV.fetch('FRONTEND_URL', nil)
     redirect_to "#{frontend_url}/app/auth/password/edit?config=default&reset_password_token=#{token}"
@@ -51,8 +60,7 @@ class DeviseOverrides::OmniauthCallbacksController < DeviseTokenAuth::OmniauthCa
   end
 
   def account_signup_allowed?
-    # set it to true by default, this is the behaviour across the app
-    GlobalConfigService.load('ENABLE_ACCOUNT_SIGNUP', 'false') != 'false'
+    GlobalConfigService.account_signup_enabled?
   end
 
   def resource_class(_mapping = nil)
@@ -82,6 +90,15 @@ class DeviseOverrides::OmniauthCallbacksController < DeviseTokenAuth::OmniauthCa
     Avatar::AvatarFromUrlJob.perform_later(@resource, auth_hash['info']['image'])
   end
 
+  def oauth_user_needs_password_reset?
+    @resource.present? && (@resource.new_record? || !@resource.confirmed?)
+  end
+
+  def set_random_password_if_oauth_user
+    # Password must satisfy secure_password requirements (uppercase, lowercase, number, special char)
+    @resource.update(password: "#{SecureRandom.hex(16)}aA1!") if @resource.persisted?
+  end
+
   def default_devise_mapping
     'user'
   end

app/controllers/devise_overrides/passwords_controller.rb

@@ -6,12 +6,8 @@ class DeviseOverrides::PasswordsController < Devise::PasswordsController
 
   def create
     @user = User.from_email(params[:email])
-    if @user
-      @user.send_reset_password_instructions
-      build_response(I18n.t('messages.reset_password_success'), 200)
-    else
-      build_response(I18n.t('messages.reset_password_failure'), 404)
-    end
+    @user&.send_reset_password_instructions
+    build_response(I18n.t('messages.reset_password'), 200)
   end
 
   def update

app/controllers/health_controller.rb

@@ -0,0 +1,7 @@
+# Inherits from ActionController::Base to skip all middleware,
+# authentication, and callbacks. Used for health checks
+class HealthController < ActionController::Base # rubocop:disable Rails/ApplicationController
+  def show
+    render json: { status: 'woot' }
+  end
+end

app/controllers/linear/callbacks_controller.rb

@@ -2,6 +2,8 @@ class Linear::CallbacksController < ApplicationController
   include Linear::IntegrationHelper
 
   def show
+    return redirect_to(safe_linear_redirect_uri) if params[:code].blank? || account_id.blank?
+
     @response = oauth_client.auth_code.get_token(
       params[:code],
       redirect_uri: "#{base_url}/linear/callback"
@@ -10,7 +12,7 @@ class Linear::CallbacksController < ApplicationController
     handle_response
   rescue StandardError => e
     Rails.logger.error("Linear callback error: #{e.message}")
-    redirect_to linear_redirect_uri
+    redirect_to safe_linear_redirect_uri
   end
 
   private
@@ -31,22 +33,19 @@ class Linear::CallbacksController < ApplicationController
   end
 
   def handle_response
-    hook = account.hooks.new(
+    raise ArgumentError, 'Missing access token in Linear OAuth response' if parsed_body['access_token'].blank?
+
+    hook = account.hooks.find_or_initialize_by(app_id: 'linear')
+    hook.assign_attributes(
       access_token: parsed_body['access_token'],
       status: 'enabled',
-      app_id: 'linear',
-      settings: {
-        token_type: parsed_body['token_type'],
-        expires_in: parsed_body['expires_in'],
-        scope: parsed_body['scope']
-      }
+      settings: merged_integration_settings(hook.settings)
     )
-    # You may wonder why we're not handling the refresh token update, since the token will expire only after 10 years, https://github.com/linear/linear/issues/251
     hook.save!
     redirect_to linear_redirect_uri
   rescue StandardError => e
     Rails.logger.error("Linear callback error: #{e.message}")
-    redirect_to linear_redirect_uri
+    redirect_to safe_linear_redirect_uri
   end
 
   def account
@@ -54,19 +53,47 @@ class Linear::CallbacksController < ApplicationController
   end
 
   def account_id
-    return unless params[:state]
+    return @account_id if instance_variable_defined?(:@account_id)
 
-    verify_linear_token(params[:state])
+    @account_id = params[:state].present? ? verify_linear_token(params[:state]) : nil
   end
 
   def linear_redirect_uri
     "#{ENV.fetch('FRONTEND_URL', nil)}/app/accounts/#{account.id}/settings/integrations/linear"
   end
 
+  def safe_linear_redirect_uri
+    return base_url if account_id.blank?
+
+    linear_redirect_uri
+  rescue StandardError
+    base_url
+  end
+
   def parsed_body
     @parsed_body ||= @response.response.parsed
   end
 
+  def integration_settings
+    {
+      token_type: parsed_body['token_type'],
+      expires_in: parsed_body['expires_in'],
+      expires_on: expires_on,
+      scope: parsed_body['scope'],
+      refresh_token: parsed_body['refresh_token']
+    }.compact
+  end
+
+  def merged_integration_settings(existing_settings)
+    existing_settings.to_h.with_indifferent_access.merge(integration_settings)
+  end
+
+  def expires_on
+    return if parsed_body['expires_in'].blank?
+
+    (Time.current.utc + parsed_body['expires_in'].to_i.seconds).to_s
+  end
+
   def base_url
     ENV.fetch('FRONTEND_URL', 'http://localhost:3000')
   end

app/controllers/platform/api/v1/email_channel_migrations_controller.rb

@@ -0,0 +1,101 @@
+class Platform::Api::V1::EmailChannelMigrationsController < PlatformController
+  before_action :set_account
+  before_action :validate_account_permissible
+  before_action :validate_feature_flag
+  before_action :validate_params
+
+  def create
+    results = migrate_email_channels
+    render json: { results: results }, status: :ok
+  end
+
+  private
+
+  def set_account
+    @account = Account.find(params[:account_id])
+  end
+
+  def validate_account_permissible
+    return if @platform_app.platform_app_permissibles.find_by(permissible: @account)
+
+    render json: { error: 'Non permissible resource' }, status: :unauthorized
+  end
+
+  def validate_feature_flag
+    return if ActiveModel::Type::Boolean.new.cast(ENV.fetch('EMAIL_CHANNEL_MIGRATION', false))
+
+    render json: { error: 'Email channel migration is not enabled' }, status: :forbidden
+  end
+
+  def validate_params
+    return render json: { error: 'Missing migrations parameter' }, status: :unprocessable_entity if migration_params.blank?
+
+    return unless migration_params.size > MAX_MIGRATIONS
+
+    return render json: { error: "Too many migrations (max #{MAX_MIGRATIONS})" },
+                  status: :unprocessable_entity
+  end
+
+  def migrate_email_channels
+    migration_params.map { |entry| migrate_single(entry) }
+  end
+
+  MAX_MIGRATIONS = 25
+  SUPPORTED_PROVIDERS = %w[google microsoft].freeze
+
+  def migrate_single(entry)
+    validate_provider!(entry[:provider])
+
+    ActiveRecord::Base.transaction do
+      channel = create_channel(entry)
+      inbox = create_inbox(channel, entry)
+
+      { email: entry[:email], inbox_id: inbox.id, channel_id: channel.id, status: 'success' }
+    end
+  rescue StandardError => e
+    { email: entry[:email], status: 'error', message: e.message }
+  end
+
+  def create_channel(entry)
+    Channel::Email.create!(
+      account_id: @account.id,
+      email: entry[:email],
+      provider: entry[:provider],
+      provider_config: entry[:provider_config]&.to_h,
+      imap_enabled: entry.fetch(:imap_enabled, true),
+      imap_address: entry[:imap_address] || default_imap_address(entry[:provider]),
+      imap_port: entry[:imap_port] || 993,
+      imap_login: entry[:imap_login] || entry[:email],
+      imap_enable_ssl: entry.fetch(:imap_enable_ssl, true)
+    )
+  end
+
+  def create_inbox(channel, entry)
+    @account.inboxes.create!(
+      name: entry[:inbox_name] || "Migrated #{entry[:provider]&.capitalize}: #{entry[:email]}",
+      channel: channel
+    )
+  end
+
+  def validate_provider!(provider)
+    return if SUPPORTED_PROVIDERS.include?(provider)
+
+    raise ArgumentError, "Unsupported provider '#{provider}'. Must be one of: #{SUPPORTED_PROVIDERS.join(', ')}"
+  end
+
+  def default_imap_address(provider)
+    case provider
+    when 'google' then 'imap.gmail.com'
+    when 'microsoft' then 'outlook.office365.com'
+    else ''
+    end
+  end
+
+  def migration_params
+    params.permit(migrations: [
+                    :email, :provider, :inbox_name,
+                    :imap_enabled, :imap_address, :imap_port, :imap_login, :imap_enable_ssl,
+                    { provider_config: {} }
+                  ])[:migrations]
+  end
+end

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

@@ -1,11 +1,13 @@
 class Public::Api::V1::Portals::ArticlesController < Public::Api::V1::Portals::BaseController
   before_action :ensure_custom_domain_request, only: [:show, :index]
   before_action :portal
+  before_action :ensure_portal_feature_enabled
   before_action :set_category, except: [:index, :show, :tracking_pixel]
   before_action :set_article, only: [:show]
   layout 'portal'
 
   def index
+    @search_query = list_params[:query]
     @articles = @portal.articles.published.includes(:category, :author)
 
     @articles = @articles.where(locale: permitted_params[:locale]) if permitted_params[:locale].present?
@@ -60,7 +62,7 @@ class Public::Api::V1::Portals::ArticlesController < Public::Api::V1::Portals::B
 
   def set_article
     @article = @portal.articles.find_by(slug: permitted_params[:article_slug])
-    @parsed_content = render_article_content(@article.content)
+    @parsed_content = render_article_content(@article.content.to_s)
   end
 
   def set_category
@@ -73,7 +75,9 @@ class Public::Api::V1::Portals::ArticlesController < Public::Api::V1::Portals::B
   end
 
   def list_params
-    params.permit(:query, :locale, :sort, :status, :page, :per_page)
+    @list_params ||= params.permit(:query, :locale, :sort, :status, :page, :per_page).tap do |permitted|
+      permitted[:query] = permitted[:query].to_s.strip.presence
+    end
   end
 
   def permitted_params

app/controllers/public/api/v1/portals/categories_controller.rb

@@ -1,6 +1,7 @@
 class Public::Api::V1::Portals::CategoriesController < Public::Api::V1::Portals::BaseController
   before_action :ensure_custom_domain_request, only: [:show, :index]
   before_action :portal
+  before_action :ensure_portal_feature_enabled
   before_action :set_category, only: [:show]
   layout 'portal'
 

app/controllers/public/api/v1/portals_controller.rb

@@ -1,7 +1,8 @@
 class Public::Api::V1::PortalsController < Public::Api::V1::Portals::BaseController
   before_action :ensure_custom_domain_request, only: [:show]
-  before_action :portal
   before_action :redirect_to_portal_with_locale, only: [:show]
+  before_action :portal
+  before_action :ensure_portal_feature_enabled
   layout 'portal'
 
   def show
@@ -24,6 +25,7 @@ class Public::Api::V1::PortalsController < Public::Api::V1::Portals::BaseControl
   def redirect_to_portal_with_locale
     return if params[:locale].present?
 
+    portal
     redirect_to "/hc/#{@portal.slug}/#{@portal.default_locale}"
   end
 end

app/controllers/public_controller.rb

@@ -18,4 +18,11 @@ class PublicController < ActionController::Base
       Please send us an email at support@chatwoot.com with the custom domain name and account API key"
     }, status: :unauthorized and return
   end
+
+  def ensure_portal_feature_enabled
+    return unless ChatwootApp.chatwoot_cloud?
+    return if @portal.account.feature_enabled?('help_center')
+
+    render 'public/api/v1/portals/not_active', status: :payment_required
+  end
 end

app/controllers/super_admin/app_configs_controller.rb

@@ -15,14 +15,20 @@ class SuperAdmin::AppConfigsController < SuperAdmin::ApplicationController
   end
 
   def create
+    errors = []
     params['app_config'].each do |key, value|
       next unless @allowed_configs.include?(key)
 
       i = InstallationConfig.where(name: key).first_or_create(value: value, locked: false)
       i.value = value
-      i.save!
+      errors.concat(i.errors.full_messages) unless i.save
+    end
+
+    if errors.any?
+      redirect_to super_admin_app_config_path(config: @config), alert: errors.join(', ')
+    else
+      redirect_to super_admin_settings_path, notice: "App Configs - #{@config.titleize} updated successfully"
     end
-    redirect_to super_admin_settings_path, notice: "App Configs - #{@config.titleize} updated successfully"
   end
 
   private
@@ -36,16 +42,21 @@ class SuperAdmin::AppConfigsController < SuperAdmin::ApplicationController
       'facebook' => %w[FB_APP_ID FB_VERIFY_TOKEN FB_APP_SECRET IG_VERIFY_TOKEN FACEBOOK_API_VERSION ENABLE_MESSENGER_CHANNEL_HUMAN_AGENT],
       'shopify' => %w[SHOPIFY_CLIENT_ID SHOPIFY_CLIENT_SECRET],
       'microsoft' => %w[AZURE_APP_ID AZURE_APP_SECRET],
-      'email' => ['MAILER_INBOUND_EMAIL_DOMAIN'],
+      'email' => %w[MAILER_INBOUND_EMAIL_DOMAIN ACCOUNT_EMAILS_LIMIT ACCOUNT_EMAILS_PLAN_LIMITS],
       'linear' => %w[LINEAR_CLIENT_ID LINEAR_CLIENT_SECRET],
       'slack' => %w[SLACK_CLIENT_ID SLACK_CLIENT_SECRET],
       'instagram' => %w[INSTAGRAM_APP_ID INSTAGRAM_APP_SECRET INSTAGRAM_VERIFY_TOKEN INSTAGRAM_API_VERSION ENABLE_INSTAGRAM_CHANNEL_HUMAN_AGENT],
+      'tiktok' => %w[TIKTOK_APP_ID TIKTOK_APP_SECRET TIKTOK_API_VERSION],
       '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]
+      'google' => %w[GOOGLE_OAUTH_CLIENT_ID GOOGLE_OAUTH_CLIENT_SECRET GOOGLE_OAUTH_REDIRECT_URI ENABLE_GOOGLE_OAUTH_LOGIN],
+      'captain' => %w[CAPTAIN_OPEN_AI_API_KEY CAPTAIN_OPEN_AI_MODEL CAPTAIN_OPEN_AI_ENDPOINT]
     }
 
-    @allowed_configs = mapping.fetch(@config, %w[ENABLE_ACCOUNT_SIGNUP FIREBASE_PROJECT_ID FIREBASE_CREDENTIALS])
+    @allowed_configs = mapping.fetch(
+      @config,
+      %w[ENABLE_ACCOUNT_SIGNUP FIREBASE_PROJECT_ID FIREBASE_CREDENTIALS WEBHOOK_TIMEOUT MAXIMUM_FILE_UPLOAD_SIZE WIDGET_TOKEN_EXPIRY]
+    )
   end
 end
 

app/controllers/tiktok/callbacks_controller.rb

@@ -0,0 +1,144 @@
+class Tiktok::CallbacksController < ApplicationController
+  include Tiktok::IntegrationHelper
+
+  def show
+    return handle_authorization_error if params[:error].present?
+    return handle_ungranted_scopes_error unless all_scopes_granted?
+
+    process_successful_authorization
+  rescue StandardError => e
+    handle_error(e)
+  end
+
+  private
+
+  def all_scopes_granted?
+    granted_scopes = short_term_access_token[:scope].to_s.split(',')
+    (Tiktok::AuthClient::REQUIRED_SCOPES - granted_scopes).blank?
+  end
+
+  def process_successful_authorization
+    inbox, already_exists = find_or_create_inbox
+
+    if already_exists
+      redirect_to app_tiktok_inbox_settings_url(account_id: account_id, inbox_id: inbox.id)
+    else
+      redirect_to app_tiktok_inbox_agents_url(account_id: account_id, inbox_id: inbox.id)
+    end
+  end
+
+  def handle_error(error)
+    Rails.logger.error("TikTok Channel creation Error: #{error.message}")
+    ChatwootExceptionTracker.new(error).capture_exception
+
+    redirect_to_error_page(error_type: error.class.name, code: 500, error_message: error.message)
+  end
+
+  # Handles the case when a user denies permissions or cancels the authorization flow
+  def handle_authorization_error
+    redirect_to_error_page(
+      error_type: params[:error] || 'access_denied',
+      code: params[:error_code],
+      error_message: params[:error_description] || 'User cancelled the Authorization'
+    )
+  end
+
+  # Handles the case when a user partially accepted the required scopes
+  def handle_ungranted_scopes_error
+    redirect_to_error_page(
+      error_type: 'ungranted_scopes',
+      code: 400,
+      error_message: 'User did not grant all the required scopes'
+    )
+  end
+
+  # Centralized method to redirect to error page with appropriate parameters
+  # This ensures consistent error handling across different error scenarios
+  # Frontend will handle the error page based on the error_type
+  def redirect_to_error_page(error_type:, code:, error_message:)
+    redirect_to app_new_tiktok_inbox_url(
+      account_id: account_id,
+      error_type: error_type,
+      code: code,
+      error_message: error_message
+    )
+  end
+
+  def find_or_create_inbox
+    business_details = tiktok_client.business_account_details
+    channel_tiktok = find_channel
+    channel_exists = channel_tiktok.present?
+
+    if channel_tiktok
+      update_channel(channel_tiktok, business_details)
+    else
+      channel_tiktok = create_channel_with_inbox(business_details)
+    end
+
+    # reauthorized will also update cache keys for the associated inbox
+    channel_tiktok.reauthorized!
+
+    set_avatar(channel_tiktok.inbox, business_details[:profile_image]) if business_details[:profile_image].present?
+
+    [channel_tiktok.inbox, channel_exists]
+  end
+
+  def create_channel_with_inbox(business_details)
+    ActiveRecord::Base.transaction do
+      channel_tiktok = Channel::Tiktok.create!(
+        account: account,
+        business_id: short_term_access_token[:business_id],
+        access_token: short_term_access_token[:access_token],
+        refresh_token: short_term_access_token[:refresh_token],
+        expires_at: short_term_access_token[:expires_at],
+        refresh_token_expires_at: short_term_access_token[:refresh_token_expires_at]
+      )
+
+      account.inboxes.create!(
+        account: account,
+        channel: channel_tiktok,
+        name: business_details[:display_name].presence || business_details[:username]
+      )
+
+      channel_tiktok
+    end
+  end
+
+  def find_channel
+    Channel::Tiktok.find_by(business_id: short_term_access_token[:business_id], account: account)
+  end
+
+  def update_channel(channel_tiktok, business_details)
+    channel_tiktok.update!(
+      access_token: short_term_access_token[:access_token],
+      refresh_token: short_term_access_token[:refresh_token],
+      expires_at: short_term_access_token[:expires_at],
+      refresh_token_expires_at: short_term_access_token[:refresh_token_expires_at]
+    )
+
+    channel_tiktok.inbox.update!(name: business_details[:display_name].presence || business_details[:username])
+  end
+
+  def set_avatar(inbox, avatar_url)
+    Avatar::AvatarFromUrlJob.perform_later(inbox, avatar_url)
+  end
+
+  def account_id
+    @account_id ||= verify_tiktok_token(params[:state])
+  end
+
+  def account
+    @account ||= Account.find(account_id)
+  end
+
+  def short_term_access_token
+    @short_term_access_token ||= Tiktok::AuthClient.obtain_short_term_access_token(params[:code])
+  end
+
+  def tiktok_client
+    @tiktok_client ||= Tiktok::Client.new(
+      business_id: short_term_access_token[:business_id],
+      access_token: short_term_access_token[:access_token]
+    )
+  end
+end

app/controllers/webhooks/shopify_controller.rb

@@ -0,0 +1,35 @@
+class Webhooks::ShopifyController < ActionController::API
+  before_action :verify_hmac!
+
+  def events
+    case request.headers['X-Shopify-Topic']
+    when 'shop/redact'
+      handle_shop_redact
+    end
+
+    head :ok
+  end
+
+  private
+
+  def verify_hmac!
+    secret = GlobalConfigService.load('SHOPIFY_CLIENT_SECRET', nil)
+    return head :unauthorized if secret.blank?
+
+    data = request.body.read
+    request.body.rewind
+
+    hmac_header = request.headers['X-Shopify-Hmac-SHA256']
+    return head :unauthorized if hmac_header.blank?
+
+    computed = Base64.strict_encode64(OpenSSL::HMAC.digest('SHA256', secret, data))
+    return head :unauthorized unless ActiveSupport::SecurityUtils.secure_compare(computed, hmac_header)
+  end
+
+  def handle_shop_redact
+    shop_domain = params[:shop_domain]
+    return if shop_domain.blank?
+
+    Integrations::Hook.where(app_id: 'shopify', reference_id: shop_domain).destroy_all
+  end
+end

app/controllers/webhooks/tiktok_controller.rb

@@ -0,0 +1,53 @@
+class Webhooks::TiktokController < ActionController::API
+  before_action :verify_signature!
+
+  def events
+    event = JSON.parse(request_payload)
+    if echo_event?
+      # Add delay to prevent race condition where echo arrives before send message API completes
+      # This avoids duplicate messages when echo comes early during API processing
+      ::Webhooks::TiktokEventsJob.set(wait: 2.seconds).perform_later(event)
+    else
+      ::Webhooks::TiktokEventsJob.perform_later(event)
+    end
+
+    head :ok
+  end
+
+  private
+
+  def request_payload
+    @request_payload ||= request.body.read
+  end
+
+  def verify_signature!
+    signature_header = request.headers['Tiktok-Signature']
+    client_secret = GlobalConfigService.load('TIKTOK_APP_SECRET', nil)
+    received_timestamp, received_signature = extract_signature_parts(signature_header)
+
+    return head :unauthorized unless client_secret && received_timestamp && received_signature
+
+    signature_payload = "#{received_timestamp}.#{request_payload}"
+    computed_signature = OpenSSL::HMAC.hexdigest('SHA256', client_secret, signature_payload)
+
+    return head :unauthorized unless ActiveSupport::SecurityUtils.secure_compare(computed_signature, received_signature)
+
+    # Check timestamp delay (acceptable delay: 5 seconds)
+    current_timestamp = Time.current.to_i
+    delay = current_timestamp - received_timestamp
+
+    return head :unauthorized if delay > 5
+  end
+
+  def extract_signature_parts(signature_header)
+    return [nil, nil] if signature_header.blank?
+
+    keys = signature_header.split(',')
+    signature_parts = keys.map { |part| part.split('=') }.to_h
+    [signature_parts['t']&.to_i, signature_parts['s']]
+  end
+
+  def echo_event?
+    params[:event] == 'im_send_msg'
+  end
+end

app/controllers/widgets_controller.rb

@@ -14,7 +14,14 @@ class WidgetsController < ActionController::Base
   private
 
   def set_global_config
-    @global_config = GlobalConfig.get('LOGO_THUMBNAIL', 'BRAND_NAME', 'WIDGET_BRAND_URL', 'DIRECT_UPLOADS_ENABLED', 'INSTALLATION_NAME')
+    @global_config = GlobalConfig.get(
+      'LOGO_THUMBNAIL',
+      'BRAND_NAME',
+      'WIDGET_BRAND_URL',
+      'DIRECT_UPLOADS_ENABLED',
+      'MAXIMUM_FILE_UPLOAD_SIZE',
+      'INSTALLATION_NAME'
+    )
   end
 
   def set_web_widget
@@ -70,13 +77,23 @@ class WidgetsController < ActionController::Base
   end
 
   def allow_iframe_requests
-    if @web_widget.allowed_domains.blank?
+    if @web_widget.allowed_domains.blank? || embedded_from_non_web_origin?
       response.headers.delete('X-Frame-Options')
     else
       domains = @web_widget.allowed_domains.split(',').map(&:strip).join(' ')
       response.headers['Content-Security-Policy'] = "frame-ancestors #{domains}"
     end
   end
+
+  # Mobile WebViews (iOS/Android) load content from file:// or null origins,
+  # which cannot match any domain in frame-ancestors. When the per-inbox flag
+  # is enabled, skip frame-ancestors for these requests.
+  def embedded_from_non_web_origin?
+    return false unless @web_widget.allow_mobile_webview?
+
+    origin = request.headers['Origin']
+    origin.blank? || origin == 'null' || origin&.start_with?('file://')
+  end
 end
 
 WidgetsController.prepend_mod_with('WidgetsController')

app/dashboards/user_dashboard.rb

@@ -25,7 +25,7 @@ class UserDashboard < Administrate::BaseDashboard
     current_sign_in_ip: Field::String,
     last_sign_in_ip: Field::String,
     confirmation_token: Field::String,
-    confirmed_at: Field::DateTime,
+    confirmed_at: ConfirmedAtField,
     confirmation_sent_at: Field::DateTime,
     unconfirmed_email: Field::String,
     name: Field::String.with_options(searchable: true),

app/fields/confirmed_at_field.rb

@@ -0,0 +1,4 @@
+require 'administrate/field/base'
+
+class ConfirmedAtField < Administrate::Field::DateTime
+end

app/finders/conversation_finder.rb

@@ -11,6 +11,7 @@ class ConversationFinder
     'priority_desc' => %w[sort_on_priority desc],
     'waiting_since_asc' => %w[sort_on_waiting_since asc],
     'waiting_since_desc' => %w[sort_on_waiting_since desc],
+    'priority_desc_created_at_asc' => %w[sort_on_priority_created_at desc],
 
     # To be removed in v3.5.0
     'latest' => %w[sort_on_last_activity_at desc],
@@ -55,6 +56,22 @@ class ConversationFinder
     }
   end
 
+  def perform_meta_only
+    set_up
+
+    mine_count, unassigned_count, all_count, = set_count_for_all_conversations
+    assigned_count = all_count - unassigned_count
+
+    {
+      count: {
+        mine_count: mine_count,
+        assigned_count: assigned_count,
+        unassigned_count: unassigned_count,
+        all_count: all_count
+      }
+    }
+  end
+
   private
 
   def set_up

app/helpers/api/v1/inboxes_helper.rb

@@ -57,39 +57,35 @@ module Api::V1::InboxesHelper
   end
 
   def check_smtp_connection(channel_data, smtp)
+    smtp.open_timeout = 10
     smtp.start(channel_data[:smtp_domain], channel_data[:smtp_login], channel_data[:smtp_password],
                channel_data[:smtp_authentication]&.to_sym || :login)
     smtp.finish
+  rescue Net::SMTPAuthenticationError
+    raise StandardError, I18n.t('errors.inboxes.smtp.authentication_error')
+  rescue SocketError, Errno::ECONNREFUSED, Errno::EHOSTUNREACH, Errno::ENETUNREACH, Net::OpenTimeout
+    raise StandardError, I18n.t('errors.inboxes.smtp.connection_error')
+  rescue OpenSSL::SSL::SSLError
+    raise StandardError, I18n.t('errors.inboxes.smtp.ssl_error')
+  rescue Net::SMTPServerBusy, Net::SMTPSyntaxError, Net::SMTPFatalError
+    raise StandardError, I18n.t('errors.inboxes.smtp.smtp_error')
+  rescue StandardError => e
+    raise StandardError, e.message
   end
 
   def set_smtp_encryption(channel_data, smtp)
     if channel_data[:smtp_enable_ssl_tls]
-      set_enable_tls(channel_data, smtp)
+      set_smtp_ssl_method(smtp, :enable_tls, channel_data[:smtp_openssl_verify_mode])
     elsif channel_data[:smtp_enable_starttls_auto]
-      set_enable_starttls_auto(channel_data, smtp)
+      set_smtp_ssl_method(smtp, :enable_starttls_auto, channel_data[:smtp_openssl_verify_mode])
     end
   end
 
-  def set_enable_starttls_auto(channel_data, smtp)
-    return unless smtp.respond_to?(:enable_starttls_auto)
+  def set_smtp_ssl_method(smtp, method, openssl_verify_mode)
+    return unless smtp.respond_to?(method)
 
-    if channel_data[:smtp_openssl_verify_mode]
-      context = enable_openssl_mode(channel_data[:smtp_openssl_verify_mode])
-      smtp.enable_starttls_auto(context)
-    else
-      smtp.enable_starttls_auto
-    end
-  end
-
-  def set_enable_tls(channel_data, smtp)
-    return unless smtp.respond_to?(:enable_tls)
-
-    if channel_data[:smtp_openssl_verify_mode]
-      context = enable_openssl_mode(channel_data[:smtp_openssl_verify_mode])
-      smtp.enable_tls(context)
-    else
-      smtp.enable_tls
-    end
+    context = enable_openssl_mode(openssl_verify_mode) if openssl_verify_mode
+    context ? smtp.send(method, context) : smtp.send(method)
   end
 
   def enable_openssl_mode(smtp_openssl_verify_mode)

app/helpers/api/v2/accounts/reports_helper.rb

@@ -46,6 +46,13 @@ module Api::V2::Accounts::ReportsHelper
     end
   end
 
+  def generate_conversations_report
+    builder = V2::Reports::Conversations::MetricBuilder.new(Current.account, build_params(type: :account))
+    summary = builder.summary
+
+    [generate_conversation_report_metrics(summary)]
+  end
+
   private
 
   def build_params(base_params)
@@ -71,4 +78,16 @@ module Api::V2::Accounts::ReportsHelper
       report[:resolved_conversations_count]
     ]
   end
+
+  def generate_conversation_report_metrics(summary)
+    [
+      summary[:conversations_count],
+      summary[:incoming_messages_count],
+      summary[:outgoing_messages_count],
+      Reports::TimeFormatPresenter.new(summary[:avg_first_response_time]).format,
+      Reports::TimeFormatPresenter.new(summary[:avg_resolution_time]).format,
+      summary[:resolutions_count],
+      Reports::TimeFormatPresenter.new(summary[:reply_time]).format
+    ]
+  end
 end

app/helpers/data_helper.rb

@@ -0,0 +1,24 @@
+# Provides utility methods for data transformation, hash manipulation, and JSON parsing.
+# This module contains helper methods for converting between different data types,
+# normalizing hashes, and safely handling JSON operations.
+module DataHelper
+  # Ensures a hash supports indifferent access (string or symbol keys).
+  # Returns an empty hash if the input is blank.
+  def ensure_indifferent_access(hash)
+    return {} if hash.blank?
+
+    hash.respond_to?(:with_indifferent_access) ? hash.with_indifferent_access : hash
+  end
+
+  def convert_to_hash(obj)
+    return obj.to_unsafe_h if obj.instance_of?(ActionController::Parameters)
+
+    obj
+  end
+
+  def safe_parse_json(content)
+    JSON.parse(content, symbolize_names: true)
+  rescue JSON::ParserError
+    {}
+  end
+end

app/helpers/email_helper.rb

@@ -4,6 +4,19 @@ module EmailHelper
     domain.split('.').first
   end
 
+  def render_email_html(content)
+    return '' if content.blank?
+
+    ChatwootMarkdownRenderer.new(content).render_message.to_s
+  end
+
+  # Raise a standard error if any email address is invalid
+  def validate_email_addresses(emails_to_test)
+    emails_to_test&.each do |email|
+      raise StandardError, 'Invalid email address' unless email.match?(URI::MailTo::EMAIL_REGEXP)
+    end
+  end
+
   # ref: https://www.rfc-editor.org/rfc/rfc5233.html
   # This is not a  mandatory requirement for email addresses, but it is a common practice.
   # john+test@xyc.com is the same as john@xyc.com
@@ -21,6 +34,10 @@ module EmailHelper
     end
   end
 
+  def normalize_email_body(content)
+    content.to_s.gsub("\r\n", "\n")
+  end
+
   def modified_liquid_content(email)
     # This regex is used to match the code blocks in the content
     # We don't want to process liquid in code blocks
@@ -29,7 +46,10 @@ module EmailHelper
 
   def message_drops(conversation)
     {
-      'contact' => ContactDrop.new(conversation.contact)
+      'contact' => ContactDrop.new(conversation.contact),
+      'conversation' => ConversationDrop.new(conversation),
+      'inbox' => InboxDrop.new(conversation.inbox),
+      'account' => AccountDrop.new(conversation.account)
     }
   end
 end

app/helpers/filters/filter_helper.rb

@@ -47,11 +47,15 @@ module Filters::FilterHelper
 
   def handle_additional_attributes(query_hash, filter_operator_value, data_type)
     if data_type == 'text_case_insensitive'
-      "LOWER(#{filter_config[:table_name]}.additional_attributes ->> '#{query_hash[:attribute_key]}') " \
-        "#{filter_operator_value} #{query_hash[:query_operator]}"
+      ActiveRecord::Base.sanitize_sql_array(
+        ["LOWER(#{filter_config[:table_name]}.additional_attributes ->> ?) #{filter_operator_value} #{query_hash[:query_operator]}",
+         query_hash[:attribute_key]]
+      )
     else
-      "#{filter_config[:table_name]}.additional_attributes ->> '#{query_hash[:attribute_key]}' " \
-        "#{filter_operator_value} #{query_hash[:query_operator]} "
+      ActiveRecord::Base.sanitize_sql_array(
+        ["#{filter_config[:table_name]}.additional_attributes ->> ? #{filter_operator_value} #{query_hash[:query_operator]} ",
+         query_hash[:attribute_key]]
+      )
     end
   end
 
@@ -70,7 +74,7 @@ module Filters::FilterHelper
 
   def date_filter(current_filter, query_hash, filter_operator_value)
     "(#{filter_config[:table_name]}.#{query_hash[:attribute_key]})::#{current_filter['data_type']} " \
-      "#{filter_operator_value}#{current_filter['data_type']} #{query_hash[:query_operator]}"
+      "#{filter_operator_value} #{query_hash[:query_operator]}"
   end
 
   def text_case_insensitive_filter(query_hash, filter_operator_value)

app/helpers/super_admin/features.yml

@@ -2,12 +2,12 @@
 # No need to replicate the same values in two places
 
 # ------- Premium Features ------- #
-captain:
-  name: 'Captain'
-  description: 'Enable AI-powered conversations with your customers.'
-  enabled: <%= (ChatwootHub.pricing_plan != 'community') %>
-  icon: 'icon-captain'
-  config_key: 'captain'
+saml:
+  name: 'SAML SSO'
+  description: 'Configuration for controlling SAML Single Sign-On availability'
+  enabled: <%= ChatwootApp.enterprise? %>
+  icon: 'icon-lock-line'
+  config_key: 'saml'
   enterprise: true
 custom_branding:
   name: 'Custom Branding'
@@ -41,6 +41,12 @@ help_center:
   description: 'Allow agents to create help center articles and publish them in a portal.'
   enabled: true
   icon: 'icon-book-2-line'
+captain:
+  name: 'Captain'
+  description: 'Enable AI-powered conversations with your customers.'
+  enabled: true
+  icon: 'icon-captain'
+  config_key: 'captain'
 
 # ------- Communication Channels ------- #
 live_chat:
@@ -71,6 +77,12 @@ instagram:
   enabled: true
   icon: 'icon-instagram'
   config_key: 'instagram'
+tiktok:
+  name: 'TikTok'
+  description: 'Stay connected with your customers on TikTok'
+  enabled: true
+  icon: 'icon-tiktok'
+  config_key: 'tiktok'
 whatsapp:
   name: 'WhatsApp'
   description: 'Manage your WhatsApp business interactions from Chatwoot.'

app/helpers/tiktok/integration_helper.rb

@@ -0,0 +1,47 @@
+module Tiktok::IntegrationHelper
+  # Generates a signed JWT token for Tiktok 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_tiktok_token(account_id)
+    return if client_secret.blank?
+
+    JWT.encode(token_payload(account_id), client_secret, 'HS256')
+  rescue StandardError => e
+    Rails.logger.error("Failed to generate TikTok token: #{e.message}")
+    nil
+  end
+
+  # Verifies and decodes a Tiktok 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_tiktok_token(token)
+    return if token.blank? || client_secret.blank?
+
+    decode_token(token, client_secret)
+  end
+
+  private
+
+  def client_secret
+    @client_secret ||= GlobalConfigService.load('TIKTOK_APP_SECRET', nil)
+  end
+
+  def token_payload(account_id)
+    {
+      sub: account_id,
+      iat: Time.current.to_i
+    }
+  end
+
+  def 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 Tiktok token: #{e.message}")
+    nil
+  end
+end

app/helpers/timezone_helper.rb

@@ -1,4 +1,10 @@
 module TimezoneHelper
+  def timezone_name_from_params(timezone, offset)
+    return timezone if timezone.present? && ActiveSupport::TimeZone[timezone].present?
+
+    timezone_name_from_offset(offset)
+  end
+
   # ActiveSupport TimeZone is not aware of the current time, so ActiveSupport::Timezone[offset]
   # would return the timezone without considering day light savings. To get the correct timezone,
   # this method uses zone.now.utc_offset for comparison as referenced in the issues below