fix(billing): track cloud payment attribution

app/javascript/dashboard/components-next/Contacts/VoiceCallButton.vue

@@ -3,7 +3,7 @@ import { computed, ref, useAttrs } from 'vue';
 import { useI18n } from 'vue-i18n';
 import { useRoute, useRouter } from 'vue-router';
 import { useMapGetter, useStore } from 'dashboard/composables/store';
-import { isVoiceCallEnabled } from 'dashboard/helper/inbox';
+import { INBOX_TYPES } from 'dashboard/helper/inbox';
 import { useAlert } from 'dashboard/composables';
 import { frontendURL, conversationUrl } from 'dashboard/helper/URLHelper';
 import { useCallsStore } from 'dashboard/stores/calls';
@@ -34,7 +34,9 @@ const inboxesList = useMapGetter('inboxes/getInboxes');
 const contactsUiFlags = useMapGetter('contacts/getUIFlags');
 
 const voiceInboxes = computed(() =>
-  (inboxesList.value || []).filter(isVoiceCallEnabled)
+  (inboxesList.value || []).filter(
+    inbox => inbox.channel_type === INBOX_TYPES.VOICE
+  )
 );
 const hasVoiceInboxes = computed(() => voiceInboxes.value.length > 0);
 

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

@@ -8,6 +8,8 @@ import { useEventListener } from '@vueuse/core';
 import { ALLOWED_FILE_TYPES } from 'shared/constants/messages';
 import { useKeyboardEvents } from 'dashboard/composables/useKeyboardEvents';
 import FileUpload from 'vue-upload-component';
+import { INBOX_TYPES } from 'dashboard/helper/inbox';
+
 import Button from 'dashboard/components-next/button/Button.vue';
 import WhatsAppOptions from './WhatsAppOptions.vue';
 import ContentTemplateSelector from './ContentTemplateSelector.vue';
@@ -28,7 +30,6 @@ const props = defineProps({
   isDropdownActive: { type: Boolean, default: false },
   messageSignature: { type: String, default: '' },
   inboxId: { type: Number, default: null },
-  voiceEnabled: { type: Boolean, default: false },
 });
 
 const emit = defineEmits([
@@ -81,9 +82,11 @@ const isRegularMessageMode = computed(() => {
   return !props.isWhatsappInbox && !props.isTwilioWhatsAppInbox;
 });
 
+const isVoiceInbox = computed(() => props.channelType === INBOX_TYPES.VOICE);
+
 const shouldShowSignatureButton = computed(() => {
   return (
-    props.hasSelectedInbox && isRegularMessageMode.value && !props.voiceEnabled
+    props.hasSelectedInbox && isRegularMessageMode.value && !isVoiceInbox.value
   );
 });
 
@@ -108,7 +111,7 @@ watch(
   () => props.hasSelectedInbox,
   newValue => {
     nextTick(() => {
-      if (newValue && !props.voiceEnabled) setSignature();
+      if (newValue && !isVoiceInbox.value) setSignature();
     });
   },
   { immediate: true }

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

@@ -2,7 +2,7 @@
 import { ref, computed } from 'vue';
 import { useVuelidate } from '@vuelidate/core';
 import { required, requiredIf } from '@vuelidate/validators';
-import { INBOX_TYPES, isVoiceCallEnabled } from 'dashboard/helper/inbox';
+import { INBOX_TYPES } from 'dashboard/helper/inbox';
 import {
   appendSignature,
   removeSignature,
@@ -100,8 +100,6 @@ const inboxChannelType = computed(() => props.targetInbox?.channelType || '');
 
 const inboxMedium = computed(() => props.targetInbox?.medium || '');
 
-const voiceCallEnabled = computed(() => isVoiceCallEnabled(props.targetInbox));
-
 const effectiveChannelType = computed(() =>
   getEffectiveChannelType(inboxChannelType.value, inboxMedium.value)
 );
@@ -444,7 +442,6 @@ useKeyboardEvents({
       :is-twilio-whats-app-inbox="inboxTypes.isTwilioWhatsapp"
       :message-templates="whatsappMessageTemplates"
       :channel-type="inboxChannelType"
-      :voice-enabled="voiceCallEnabled"
       :is-loading="isCreating"
       :disable-send-button="isCreating"
       :has-selected-inbox="!!targetInbox"

app/javascript/dashboard/components-next/icon/provider.js

@@ -1,5 +1,4 @@
 import { computed } from 'vue';
-import { isVoiceCallEnabled } from 'dashboard/helper/inbox';
 
 export function useChannelIcon(inbox) {
   const channelTypeIconMap = {
@@ -15,6 +14,7 @@ export function useChannelIcon(inbox) {
     'Channel::Whatsapp': 'i-woot-whatsapp',
     'Channel::Instagram': 'i-woot-instagram',
     'Channel::Tiktok': 'i-woot-tiktok',
+    'Channel::Voice': 'i-woot-voice',
   };
 
   const providerIconMap = {
@@ -38,11 +38,6 @@ export function useChannelIcon(inbox) {
       icon = 'i-woot-whatsapp';
     }
 
-    // Special case for voice-enabled inboxes (Twilio, WhatsApp, etc.)
-    if (isVoiceCallEnabled(inboxDetails)) {
-      icon = 'i-woot-voice';
-    }
-
     return icon ?? 'i-ri-global-fill';
   });
 

app/javascript/dashboard/components-next/icon/specs/provider.spec.js

@@ -19,11 +19,8 @@ describe('useChannelIcon', () => {
     expect(icon).toBe('i-woot-whatsapp');
   });
 
-  it('returns correct icon for voice-enabled Twilio channel', () => {
+  it('returns correct icon for Voice channel', () => {
-    const inbox = {
+    const inbox = { channel_type: 'Channel::Voice' };
-      channel_type: 'Channel::TwilioSms',
-      voice_enabled: true,
-    };
     const { value: icon } = useChannelIcon(inbox);
     expect(icon).toBe('i-woot-voice');
   });

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

@@ -51,7 +51,6 @@ import {
 
 import {
   appendSignature,
-  collapseSelection,
   findNodeToInsertImage,
   getContentNode,
   insertAtCursor,
@@ -67,7 +66,6 @@ import {
 import {
   hasPressedEnterAndNotCmdOrShift,
   hasPressedCommandAndEnter,
-  isEscape,
 } from 'shared/helpers/KeyboardHelpers';
 import { createTypingIndicator } from '@chatwoot/utils';
 import { checkFileSizeLimit } from 'shared/helpers/FileHelper';
@@ -517,9 +515,7 @@ function setMenubarPosition({ selection } = {}) {
 
 function checkSelection(editorState) {
   showSelectionMenu.value = false;
-  const { selection } = editorState;
+  const hasSelection = editorState.selection.from !== editorState.selection.to;
-  // Skip NodeSelection (from Esc -> selectParentNode); only text ranges count.
-  const hasSelection = !selection.empty && !selection.node;
   if (hasSelection === isTextSelected.value) return;
 
   isTextSelected.value = hasSelection;
@@ -715,17 +711,12 @@ function handleLineBreakWhenCmdAndEnterToSendEnabled(event) {
 }
 
 function onKeydown(event) {
-  if (isEscape(event)) {
-    collapseSelection(editorView);
-    return true;
-  }
   if (isEnterToSendEnabled()) {
     handleLineBreakWhenEnterToSendEnabled(event);
   }
   if (isCmdPlusEnterToSendEnabled()) {
     handleLineBreakWhenCmdAndEnterToSendEnabled(event);
   }
-  return false;
 }
 
 function createEditorView() {
@@ -753,9 +744,6 @@ function createEditorView() {
       blur: () => {
         if (props.disabled) return;
         typingIndicator.stop();
-        // PM keeps its selection on blur — clear the menu flags manually.
-        isTextSelected.value = false;
-        editorRoot.value?.classList.remove('has-selection');
         emit('blur');
       },
       paste: (view, event) => {

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

@@ -17,8 +17,6 @@ import { toggleMark } from 'prosemirror-commands';
 import { wrapInList } from 'prosemirror-schema-list';
 import { toggleBlockType } from '@chatwoot/prosemirror-schema/src/menu/common';
 import { checkFileSizeLimit } from 'shared/helpers/FileHelper';
-import { isEscape } from 'shared/helpers/KeyboardHelpers';
-import { collapseSelection } from 'dashboard/helper/editorHelper';
 import { useAlert } from 'dashboard/composables';
 import { useUISettings } from 'dashboard/composables/useUISettings';
 import keyboardEventListenerMixins from 'shared/mixins/keyboardEventListenerMixins';
@@ -364,33 +362,19 @@ export default {
     onKeyup() {
       this.$emit('keyup');
     },
-    onKeydown(view, event) {
+    onKeydown() {
       this.$emit('keydown');
-      if (isEscape(event)) {
-        if (this.showSlashMenu) {
-          this.showSlashMenu = false;
-          this.slashSearchTerm = '';
-          this.slashMenuPosition = null;
-          return true;
-        }
-        collapseSelection(editorView);
-        return true;
-      }
-      return false;
     },
     onBlur() {
-      // ProseMirror keeps its selection on blur — clear the menu flag manually.
-      this.isTextSelected = false;
-      this.$refs.editor?.classList.remove('has-selection');
       this.$emit('blur');
     },
     onFocus() {
       this.$emit('focus');
     },
     checkSelection(editorState) {
-      const { selection } = editorState;
+      const { from, to } = editorState.selection;
-      // Skip NodeSelection (from Esc -> selectParentNode); only text ranges count.
+      // Check if there's a selection (from and to are different)
-      const hasSelection = !selection.empty && !selection.node;
+      const hasSelection = from !== to;
       // If the selection state is the same as the previous state, do nothing
       if (hasSelection === this.isTextSelected) return;
       // Update the selection state

app/javascript/dashboard/composables/spec/useInbox.spec.js

@@ -47,11 +47,7 @@ const mockStore = createStore({
             11: { id: 11, channel_type: INBOX_TYPES.API },
             12: { id: 12, channel_type: INBOX_TYPES.SMS },
             13: { id: 13, channel_type: INBOX_TYPES.INSTAGRAM },
-            14: {
+            14: { id: 14, channel_type: INBOX_TYPES.VOICE },
-              id: 14,
-              channel_type: INBOX_TYPES.TWILIO,
-              voice_enabled: true,
-            },
             15: { id: 15, channel_type: INBOX_TYPES.TIKTOK },
           };
           return inboxes[id] || null;
@@ -215,11 +211,11 @@ describe('useInbox', () => {
       });
       expect(wrapper.vm.isAnInstagramChannel).toBe(true);
 
-      // Test Voice (Twilio with voice_enabled)
+      // Test Voice
       wrapper = mount(createTestComponent(14), {
         global: { plugins: [mockStore] },
       });
-      expect(wrapper.vm.voiceCallEnabled).toBe(true);
+      expect(wrapper.vm.isAVoiceChannel).toBe(true);
 
       // Test Tiktok
       wrapper = mount(createTestComponent(15), {
@@ -278,8 +274,7 @@ describe('useInbox', () => {
         'isAnEmailChannel',
         'isAnInstagramChannel',
         'isATiktokChannel',
-        'voiceCallEnabled',
+        'isAVoiceChannel',
-        'voiceCallProvider',
       ];
 
       expectedProperties.forEach(prop => {

app/javascript/dashboard/composables/useInbox.js

@@ -1,11 +1,7 @@
 import { computed } from 'vue';
 import { useMapGetter } from 'dashboard/composables/store';
 import { useCamelCase } from 'dashboard/composables/useTransformKeys';
-import {
+import { INBOX_TYPES } from 'dashboard/helper/inbox';
-  INBOX_TYPES,
-  isVoiceCallEnabled,
-  getVoiceCallProvider,
-} from 'dashboard/helper/inbox';
 
 export const INBOX_FEATURES = {
   REPLY_TO: 'replyTo',
@@ -138,9 +134,9 @@ export const useInbox = (inboxId = null) => {
     return channelType.value === INBOX_TYPES.TIKTOK;
   });
 
-  const voiceCallEnabled = computed(() => isVoiceCallEnabled(inbox.value));
+  const isAVoiceChannel = computed(() => {
-
+    return channelType.value === INBOX_TYPES.VOICE;
-  const voiceCallProvider = computed(() => getVoiceCallProvider(inbox.value));
+  });
 
   return {
     inbox,
@@ -160,7 +156,6 @@ export const useInbox = (inboxId = null) => {
     isAnEmailChannel,
     isAnInstagramChannel,
     isATiktokChannel,
-    voiceCallEnabled,
+    isAVoiceChannel,
-    voiceCallProvider,
   };
 };

app/javascript/dashboard/constants/editor.js

@@ -109,6 +109,11 @@ export const FORMATTING = {
       'redo',
     ],
   },
+  'Channel::Voice': {
+    marks: [],
+    nodes: [],
+    menu: [],
+  },
   'Channel::Tiktok': {
     marks: [],
     nodes: [],

app/javascript/dashboard/featureFlags.js

@@ -36,7 +36,6 @@ export const FEATURE_FLAGS = {
   CHATWOOT_V4: 'chatwoot_v4',
   CHANNEL_INSTAGRAM: 'channel_instagram',
   CHANNEL_TIKTOK: 'channel_tiktok',
-  CHANNEL_VOICE: 'channel_voice',
   CONTACT_CHATWOOT_SUPPORT_TEAM: 'contact_chatwoot_support_team',
   CAPTAIN_CUSTOM_TOOLS: 'custom_tools',
   CAPTAIN_V2: 'captain_integration_v2',

app/javascript/dashboard/helper/editorHelper.js

@@ -2,7 +2,6 @@ import {
   messageSchema,
   MessageMarkdownTransformer,
   MessageMarkdownSerializer,
-  Selection,
 } from '@chatwoot/prosemirror-schema';
 import { replaceVariablesInMessage } from '@chatwoot/utils';
 import * as Sentry from '@sentry/vue';
@@ -274,18 +273,6 @@ export const scrollCursorIntoView = view => {
   }
 };
 
-/**
- * Collapse the current selection to a cursor near its head. Used to override
- * the default Escape -> selectParentNode behavior which would otherwise keep
- * the text highlight visible.
- *
- * @param {EditorView} view - The ProseMirror EditorView
- */
-export const collapseSelection = view => {
-  const { tr, selection } = view.state;
-  view.dispatch(tr.setSelection(Selection.near(selection.$head)));
-};
-
 /**
  * Returns a transaction that inserts a node into editor at the given position
  * Has an optional param 'content' to check if the

app/javascript/dashboard/helper/inbox.js

@@ -11,29 +11,9 @@ export const INBOX_TYPES = {
   SMS: 'Channel::Sms',
   INSTAGRAM: 'Channel::Instagram',
   TIKTOK: 'Channel::Tiktok',
+  VOICE: 'Channel::Voice',
 };
 
-// Add providers here as they gain voice capability (e.g., WhatsApp Cloud, Twilio WhatsApp)
-export const VOICE_CALL_PROVIDERS = {
-  TWILIO: 'twilio',
-};
-
-export const getVoiceCallProvider = inbox => {
-  if (!inbox) return null;
-
-  // Callers pass either snake_case (raw API) or camelCase (after camelcaseKeys) shapes.
-  const channelType = inbox.channel_type || inbox.channelType;
-  const voiceEnabled = inbox.voice_enabled || inbox.voiceEnabled;
-
-  if (channelType === INBOX_TYPES.TWILIO && voiceEnabled) {
-    return VOICE_CALL_PROVIDERS.TWILIO;
-  }
-
-  return null;
-};
-
-export const isVoiceCallEnabled = inbox => getVoiceCallProvider(inbox) !== null;
-
 export const TWILIO_CHANNEL_MEDIUM = {
   WHATSAPP: 'whatsapp',
   SMS: 'sms',
@@ -50,6 +30,7 @@ const INBOX_ICON_MAP_FILL = {
   [INBOX_TYPES.LINE]: 'i-ri-line-fill',
   [INBOX_TYPES.INSTAGRAM]: 'i-ri-instagram-fill',
   [INBOX_TYPES.TIKTOK]: 'i-ri-tiktok-fill',
+  [INBOX_TYPES.VOICE]: 'i-ri-phone-fill',
 };
 
 const DEFAULT_ICON_FILL = 'i-ri-chat-1-fill';
@@ -64,6 +45,7 @@ const INBOX_ICON_MAP_LINE = {
   [INBOX_TYPES.TELEGRAM]: 'i-woot-telegram',
   [INBOX_TYPES.LINE]: 'i-woot-line',
   [INBOX_TYPES.INSTAGRAM]: 'i-woot-instagram',
+  [INBOX_TYPES.VOICE]: 'i-woot-voice',
   [INBOX_TYPES.TIKTOK]: 'i-woot-tiktok',
 };
 
@@ -76,6 +58,7 @@ export const getInboxSource = (type, phoneNumber, inbox) => {
 
     case INBOX_TYPES.TWILIO:
     case INBOX_TYPES.WHATSAPP:
+    case INBOX_TYPES.VOICE:
       return phoneNumber || '';
 
     case INBOX_TYPES.EMAIL:
@@ -114,6 +97,9 @@ export const getReadableInboxByType = (type, phoneNumber) => {
     case INBOX_TYPES.LINE:
       return 'line';
 
+    case INBOX_TYPES.VOICE:
+      return 'voice';
+
     default:
       return 'chat';
   }
@@ -156,6 +142,9 @@ export const getInboxClassByType = (type, phoneNumber) => {
     case INBOX_TYPES.TIKTOK:
       return 'brand-tiktok';
 
+    case INBOX_TYPES.VOICE:
+      return 'phone';
+
     default:
       return 'chat';
   }

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

@@ -16,7 +16,6 @@ import {
   calculateMenuPosition,
   stripUnsupportedFormatting,
   stripInlineBase64Images,
-  collapseSelection,
 } from '../editorHelper';
 import { FORMATTING } from 'dashboard/constants/editor';
 import { EditorState } from '@chatwoot/prosemirror-schema';
@@ -455,37 +454,6 @@ describe('stripInlineBase64Images', () => {
   });
 });
 
-describe('collapseSelection', () => {
-  it('collapses a text range to a cursor at its head', () => {
-    const editorView = new EditorView(document.body, {
-      state: createEditorState('Hello world'),
-    });
-
-    // Build a TextSelection via the initial selection's constructor (avoids
-    // importing prosemirror-state, which isn't a direct dep).
-    const { doc, selection } = editorView.state;
-    editorView.dispatch(
-      editorView.state.tr.setSelection(selection.constructor.create(doc, 1, 6))
-    );
-    expect(editorView.state.selection.empty).toBe(false);
-
-    collapseSelection(editorView);
-
-    expect(editorView.state.selection.empty).toBe(true);
-    expect(editorView.state.selection.head).toBe(6);
-  });
-
-  it('leaves an already-collapsed selection as a cursor', () => {
-    const editorView = new EditorView(document.body, {
-      state: createEditorState('Hi'),
-    });
-
-    collapseSelection(editorView);
-
-    expect(editorView.state.selection.empty).toBe(true);
-  });
-});
-
 describe('insertAtCursor', () => {
   it('should return undefined if editorView is not provided', () => {
     const result = insertAtCursor(undefined, schema.text('Hello'), 0);

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

@@ -636,17 +636,7 @@
       "WIDGET_BUILDER": "Widget Builder",
       "BOT_CONFIGURATION": "Bot Configuration",
       "ACCOUNT_HEALTH": "Account Health",
-      "CSAT": "CSAT",
+      "CSAT": "CSAT"
-      "VOICE": "Voice"
-    },
-    "VOICE_CONFIGURATION": {
-      "ENABLE_VOICE": {
-        "LABEL": "Enable Voice Calling",
-        "DESCRIPTION": "Enable voice calling on this inbox. Agents will be able to make and receive phone calls."
-      },
-      "CREDENTIALS": {
-        "DESCRIPTION": "Voice calling requires Twilio API Key credentials. These are used to generate tokens for agent voice connections."
-      }
     },
     "CHANNEL_PREFERENCES": "Channel Preferences",
     "WIDGET_FEATURES": "Widget features",

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

@@ -145,7 +145,6 @@ const openDelete = inbox => {
               <ChannelName
                 :channel-type="inbox.channel_type"
                 :medium="inbox.medium"
-                :voice-enabled="inbox.voice_enabled"
                 class="text-body-main text-n-slate-11"
               />
             </div>

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

@@ -21,7 +21,6 @@ import PreChatFormSettings from './PreChatForm/Settings.vue';
 import WeeklyAvailability from './components/WeeklyAvailability.vue';
 import GreetingsEditor from 'shared/components/GreetingsEditor.vue';
 import ConfigurationPage from './settingsPage/ConfigurationPage.vue';
-import VoiceConfigurationPage from './settingsPage/VoiceConfigurationPage.vue';
 import CustomerSatisfactionPage from './settingsPage/CustomerSatisfactionPage.vue';
 import CollaboratorsPage from './settingsPage/CollaboratorsPage.vue';
 import BotConfiguration from './components/BotConfiguration.vue';
@@ -47,7 +46,6 @@ export default {
     BotConfiguration,
     CollaboratorsPage,
     ConfigurationPage,
-    VoiceConfigurationPage,
     CustomerSatisfactionPage,
     FacebookReauthorize,
     GreetingsEditor,
@@ -171,17 +169,19 @@ export default {
         },
       ];
 
-      visibleToAllChannelTabs = [
+      if (!this.isAVoiceChannel) {
-        ...visibleToAllChannelTabs,
+        visibleToAllChannelTabs = [
-        {
+          ...visibleToAllChannelTabs,
-          key: 'business-hours',
+          {
-          name: this.$t('INBOX_MGMT.TABS.BUSINESS_HOURS'),
+            key: 'business-hours',
-        },
+            name: this.$t('INBOX_MGMT.TABS.BUSINESS_HOURS'),
-        {
+          },
-          key: 'csat',
+          {
-          name: this.$t('INBOX_MGMT.TABS.CSAT'),
+            key: 'csat',
-        },
+            name: this.$t('INBOX_MGMT.TABS.CSAT'),
-      ];
+          },
+        ];
+      }
 
       if (this.isAWebWidgetInbox) {
         visibleToAllChannelTabs = [
@@ -197,6 +197,7 @@ export default {
         this.isATwilioChannel ||
         this.isALineChannel ||
         this.isAPIInbox ||
+        this.isAVoiceChannel ||
         (this.isAnEmailChannel && !this.inbox.provider) ||
         this.shouldShowWhatsAppConfiguration ||
         this.isAWebWidgetInbox
@@ -231,24 +232,6 @@ export default {
         ];
       }
 
-      if (
-        this.isATwilioChannel &&
-        this.inbox.phone_number &&
-        this.inbox.medium === 'sms' &&
-        this.isFeatureEnabledonAccount(
-          this.accountId,
-          FEATURE_FLAGS.CHANNEL_VOICE
-        )
-      ) {
-        visibleToAllChannelTabs = [
-          ...visibleToAllChannelTabs,
-          {
-            key: 'voice-configuration',
-            name: this.$t('INBOX_MGMT.TABS.VOICE'),
-          },
-        ];
-      }
-
       return visibleToAllChannelTabs;
     },
     currentInboxId() {
@@ -829,6 +812,7 @@ export default {
             </SettingsFieldSection>
 
             <SettingsFieldSection
+              v-if="!isAVoiceChannel"
               :label="$t('INBOX_MGMT.HELP_CENTER.LABEL')"
               :help-text="$t('INBOX_MGMT.HELP_CENTER.SUB_TEXT')"
             >
@@ -1256,12 +1240,6 @@ export default {
         >
           <ConfigurationPage :inbox="inbox" />
         </div>
-        <div
-          v-if="selectedTabKey === 'voice-configuration'"
-          class="mx-6 max-w-4xl"
-        >
-          <VoiceConfigurationPage :inbox="inbox" />
-        </div>
         <div v-if="selectedTabKey === 'csat'">
           <CustomerSatisfactionPage :inbox="inbox" />
         </div>

app/javascript/dashboard/routes/dashboard/settings/inbox/components/ChannelName.vue

@@ -12,10 +12,6 @@ const props = defineProps({
     type: String,
     default: '',
   },
-  voiceEnabled: {
-    type: Boolean,
-    default: false,
-  },
 });
 const getters = useStoreGetters();
 const { t } = useI18n();
@@ -34,6 +30,7 @@ const i18nMap = {
   'Channel::Api': 'API',
   'Channel::Instagram': 'INSTAGRAM',
   'Channel::Tiktok': 'TIKTOK',
+  'Channel::Voice': 'VOICE',
 };
 
 const twilioChannelName = () => {
@@ -48,9 +45,6 @@ const readableChannelName = computed(() => {
     return globalConfig.value.apiChannelName || t('INBOX_MGMT.CHANNELS.API');
   }
   if (props.channelType === 'Channel::TwilioSms') {
-    if (props.voiceEnabled) {
-      return t('INBOX_MGMT.CHANNELS.VOICE');
-    }
     return twilioChannelName();
   }
   return t(`INBOX_MGMT.CHANNELS.${i18nMap[props.channelType]}`);

app/javascript/dashboard/routes/dashboard/settings/inbox/settingsPage/ConfigurationPage.vue

@@ -208,6 +208,24 @@ export default {
       </NextButton>
     </SettingsFieldSection>
   </div>
+  <div v-else-if="isAVoiceChannel">
+    <SettingsFieldSection
+      :label="$t('INBOX_MGMT.ADD.VOICE.CONFIGURATION.TWILIO_VOICE_URL_TITLE')"
+      :help-text="
+        $t('INBOX_MGMT.ADD.VOICE.CONFIGURATION.TWILIO_VOICE_URL_SUBTITLE')
+      "
+    >
+      <woot-code :script="inbox.voice_call_webhook_url" lang="html" />
+    </SettingsFieldSection>
+    <SettingsFieldSection
+      :label="$t('INBOX_MGMT.ADD.VOICE.CONFIGURATION.TWILIO_STATUS_URL_TITLE')"
+      :help-text="
+        $t('INBOX_MGMT.ADD.VOICE.CONFIGURATION.TWILIO_STATUS_URL_SUBTITLE')
+      "
+    >
+      <woot-code :script="inbox.voice_status_webhook_url" lang="html" />
+    </SettingsFieldSection>
+  </div>
 
   <div v-else-if="isALineChannel">
     <SettingsFieldSection

app/javascript/dashboard/routes/dashboard/settings/inbox/settingsPage/VoiceConfigurationPage.vue

@@ -1,156 +0,0 @@
-<script>
-import { useAlert } from 'dashboard/composables';
-import SettingsFieldSection from 'dashboard/components-next/Settings/SettingsFieldSection.vue';
-import SettingsToggleSection from 'dashboard/components-next/Settings/SettingsToggleSection.vue';
-import NextInput from 'dashboard/components-next/input/Input.vue';
-import NextButton from 'dashboard/components-next/button/Button.vue';
-
-export default {
-  components: {
-    SettingsFieldSection,
-    SettingsToggleSection,
-    NextInput,
-    NextButton,
-  },
-  props: {
-    inbox: {
-      type: Object,
-      default: () => ({}),
-    },
-  },
-  data() {
-    return {
-      voiceEnabled: this.inbox.voice_enabled || false,
-      apiKeySid: this.inbox.api_key_sid || '',
-      apiKeySecret: '',
-      isUpdating: false,
-    };
-  },
-  computed: {
-    isVoiceConfigured() {
-      return !!this.inbox.voice_configured;
-    },
-    hasApiKeySid() {
-      return !!this.inbox.api_key_sid;
-    },
-    hasExistingCredentials() {
-      return this.hasApiKeySid && !!this.inbox.has_api_key_secret;
-    },
-    needsCredentials() {
-      return (
-        this.voiceEnabled &&
-        !this.isVoiceConfigured &&
-        !this.hasExistingCredentials
-      );
-    },
-    needsApiKeySid() {
-      return this.needsCredentials && !this.hasApiKeySid;
-    },
-    isSubmitDisabled() {
-      if (!this.voiceEnabled) return false;
-      if (this.needsCredentials) {
-        if (this.needsApiKeySid && !this.apiKeySid) return true;
-        return !this.apiKeySecret;
-      }
-      return false;
-    },
-  },
-  watch: {
-    'inbox.voice_enabled'(val) {
-      this.voiceEnabled = val || false;
-    },
-    'inbox.api_key_sid'(val) {
-      this.apiKeySid = val || '';
-    },
-  },
-  methods: {
-    async updateVoiceSettings() {
-      this.isUpdating = true;
-      try {
-        const channelPayload = { voice_enabled: this.voiceEnabled };
-
-        if (this.needsCredentials) {
-          if (this.needsApiKeySid) {
-            channelPayload.api_key_sid = this.apiKeySid;
-          }
-          channelPayload.api_key_secret = this.apiKeySecret;
-        }
-
-        await this.$store.dispatch('inboxes/updateInbox', {
-          id: this.inbox.id,
-          formData: false,
-          channel: channelPayload,
-        });
-        this.apiKeySecret = '';
-        useAlert(this.$t('INBOX_MGMT.EDIT.API.SUCCESS_MESSAGE'));
-      } catch (error) {
-        useAlert(this.$t('INBOX_MGMT.EDIT.API.ERROR_MESSAGE'));
-      } finally {
-        this.isUpdating = false;
-      }
-    },
-  },
-};
-</script>
-
-<template>
-  <div class="flex flex-col gap-6">
-    <SettingsToggleSection
-      v-model="voiceEnabled"
-      :header="$t('INBOX_MGMT.VOICE_CONFIGURATION.ENABLE_VOICE.LABEL')"
-      :description="
-        $t('INBOX_MGMT.VOICE_CONFIGURATION.ENABLE_VOICE.DESCRIPTION')
-      "
-    />
-
-    <div v-if="voiceEnabled && needsCredentials" class="flex flex-col gap-4">
-      <p class="text-sm text-n-slate-11">
-        {{ $t('INBOX_MGMT.VOICE_CONFIGURATION.CREDENTIALS.DESCRIPTION') }}
-      </p>
-      <NextInput
-        v-if="needsApiKeySid"
-        v-model="apiKeySid"
-        :label="$t('INBOX_MGMT.ADD.VOICE.TWILIO.API_KEY_SID.LABEL')"
-        :placeholder="$t('INBOX_MGMT.ADD.VOICE.TWILIO.API_KEY_SID.PLACEHOLDER')"
-      />
-      <NextInput
-        v-model="apiKeySecret"
-        type="password"
-        :label="$t('INBOX_MGMT.ADD.VOICE.TWILIO.API_KEY_SECRET.LABEL')"
-        :placeholder="
-          $t('INBOX_MGMT.ADD.VOICE.TWILIO.API_KEY_SECRET.PLACEHOLDER')
-        "
-      />
-    </div>
-
-    <div v-if="inbox.voice_enabled && inbox.voice_call_webhook_url">
-      <SettingsFieldSection
-        :label="$t('INBOX_MGMT.ADD.VOICE.CONFIGURATION.TWILIO_VOICE_URL_TITLE')"
-        :help-text="
-          $t('INBOX_MGMT.ADD.VOICE.CONFIGURATION.TWILIO_VOICE_URL_SUBTITLE')
-        "
-      >
-        <woot-code :script="inbox.voice_call_webhook_url" lang="html" />
-      </SettingsFieldSection>
-      <SettingsFieldSection
-        :label="
-          $t('INBOX_MGMT.ADD.VOICE.CONFIGURATION.TWILIO_STATUS_URL_TITLE')
-        "
-        :help-text="
-          $t('INBOX_MGMT.ADD.VOICE.CONFIGURATION.TWILIO_STATUS_URL_SUBTITLE')
-        "
-      >
-        <woot-code :script="inbox.voice_status_webhook_url" lang="html" />
-      </SettingsFieldSection>
-    </div>
-
-    <div>
-      <NextButton
-        :disabled="isSubmitDisabled"
-        :is-loading="isUpdating"
-        :label="$t('INBOX_MGMT.SETTINGS_POPUP.UPDATE')"
-        @click="updateVoiceSettings"
-      />
-    </div>
-  </div>
-</template>

app/javascript/dashboard/routes/dashboard/settings/teams/AgentSelector.vue

@@ -132,10 +132,8 @@ const headers = computed(() => [
     </template>
   </BaseTable>
 
-  <div
+  <div class="flex items-center justify-between mt-4">
-    class="sticky bottom-0 py-4 px-8 -mx-8 z-20 flex items-center justify-between bg-n-surface-1 border-t border-n-weak"
+    <p class="text-body-main text-n-slate-11">
-  >
-    <p class="text-body-main text-n-slate-11 mb-0">
       {{
         $t('TEAMS_SETTINGS.AGENTS.SELECTED_COUNT', {
           selected: selectedAgents.length,

app/javascript/dashboard/routes/dashboard/settings/teams/Create/AddAgents.vue

@@ -88,7 +88,7 @@ export default {
 </script>
 
 <template>
-  <div class="h-full w-full px-8 pt-8 col-span-6 overflow-auto">
+  <div class="h-full w-full p-8 col-span-6 overflow-auto">
     <form class="flex flex-col gap-4 mx-0" @submit.prevent="addAgents">
       <PageHeader
         :header-title="headerTitle"

app/javascript/dashboard/routes/dashboard/settings/teams/Edit/EditAgents.vue

@@ -103,7 +103,7 @@ export default {
 </script>
 
 <template>
-  <div class="h-full w-full px-8 pt-8 col-span-6 overflow-auto">
+  <div class="h-full w-full p-8 col-span-6 overflow-auto">
     <form class="flex flex-col gap-4 mx-0" @submit.prevent="addAgents">
       <PageHeader
         :header-title="headerTitle"

app/javascript/dashboard/store/modules/conversations/helpers/filterHelpers.js

@@ -46,8 +46,8 @@
  * 2. Nested properties in additional_attributes (browser_language, referer, etc.)
  * 3. Nested properties in custom_attributes (conversation_type, etc.)
  */
-import { coerceToDate } from '@chatwoot/utils';
 import jsonLogic from 'json-logic-js';
+import { coerceToDate } from '@chatwoot/utils';
 
 /**
  * Gets a value from a conversation based on the attribute key
@@ -121,8 +121,7 @@ const resolveValue = candidate => {
  * @returns {Boolean} - Returns true if the values are considered equal according to filtering rules
  *
  * This function handles various equality scenarios:
- * 1. When both values are arrays (e.g. labels): matches if any filter value exists in the conversation array
+ * 1. When both values are arrays: checks if all items in filterValue exist in conversationValue
- *    (mirrors the backend SQL `tag_id IN (...)` OR semantics)
  * 2. When filterValue is an array but conversationValue is not: checks if conversationValue is included in filterValue
  * 3. Otherwise: performs strict equality comparison
  */
@@ -132,9 +131,8 @@ const equalTo = (filterValue, conversationValue) => {
     if (filterValue === 'all') return true;
 
     if (Array.isArray(conversationValue)) {
-      // For array values like labels, match if any filter value is present.
+      // For array values like labels, check if any of the filter values exist in the array
-      // Mirrors the backend SQL `tag_id IN (...)` (OR semantics).
+      return filterValue.every(val => conversationValue.includes(val));
-      return filterValue.some(val => conversationValue.includes(val));
     }
 
     if (!Array.isArray(conversationValue)) {

app/javascript/dashboard/store/modules/conversations/helpers/specs/filterHelpers.spec.js

@@ -416,40 +416,6 @@ describe('filterHelpers', () => {
       expect(matchesFilters(conversation, filters)).toBe(true);
     });
 
-    // Multi-label equal_to uses OR semantics to mirror the backend SQL `tag_id IN (...)`:
-    // a conversation matches if ANY of the filter labels is on it.
-    it('should match conversation with equal_to operator when any of multiple filter labels is present', () => {
-      const conversation = { labels: ['support'] };
-      const filters = [
-        {
-          attribute_key: 'labels',
-          filter_operator: 'equal_to',
-          values: [
-            { id: 'support', name: 'Support' },
-            { id: 'urgent', name: 'Urgent' },
-          ],
-          query_operator: 'and',
-        },
-      ];
-      expect(matchesFilters(conversation, filters)).toBe(true);
-    });
-
-    it('should not match conversation with equal_to operator when none of multiple filter labels is present', () => {
-      const conversation = { labels: ['new'] };
-      const filters = [
-        {
-          attribute_key: 'labels',
-          filter_operator: 'equal_to',
-          values: [
-            { id: 'support', name: 'Support' },
-            { id: 'urgent', name: 'Urgent' },
-          ],
-          query_operator: 'and',
-        },
-      ];
-      expect(matchesFilters(conversation, filters)).toBe(false);
-    });
-
     it('should match conversation with is_present operator for labels', () => {
       const conversation = { labels: ['support', 'urgent', 'new'] };
       const filters = [

app/javascript/sdk/IFrameHelper.js

@@ -42,19 +42,6 @@ const updateAuthCookie = (cookieContent, baseDomain = '') =>
     baseDomain,
   });
 
-const getTargetOrigin = () => {
-  const { baseUrl } = window.$chatwoot || {};
-  if (!baseUrl) {
-    return window.location.origin;
-  }
-  try {
-    const url = new URL(baseUrl);
-    return url.origin;
-  } catch {
-    return window.location.origin;
-  }
-};
-
 const updateCampaignReadStatus = baseDomain => {
   const expireBy = addHours(new Date(), 1);
   setCookieWithDomain('cw_snooze_campaigns_till', Number(expireBy), {
@@ -106,19 +93,13 @@ export const IFrameHelper = {
   getBubbleHolder: () => document.getElementsByClassName('woot--bubble-holder'),
   sendMessage: (key, value) => {
     const element = IFrameHelper.getAppFrame();
-    const targetOrigin = getTargetOrigin();
-    if (!targetOrigin) return;
     element.contentWindow.postMessage(
       `chatwoot-widget:${JSON.stringify({ event: key, ...value })}`,
-      targetOrigin
+      '*'
     );
   },
   initPostMessageCommunication: () => {
     window.onmessage = e => {
-      const expectedOrigin = getTargetOrigin();
-      if (!expectedOrigin || e.origin !== expectedOrigin) {
-        return;
-      }
       if (
         typeof e.data !== 'string' ||
         e.data.indexOf('chatwoot-widget:') !== 0

app/javascript/shared/mixins/inboxMixin.js

@@ -1,4 +1,4 @@
-import { INBOX_TYPES, isVoiceCallEnabled } from 'dashboard/helper/inbox';
+import { INBOX_TYPES } from 'dashboard/helper/inbox';
 
 export const INBOX_FEATURES = {
   REPLY_TO: 'replyTo',
@@ -59,8 +59,8 @@ export default {
     isALineChannel() {
       return this.channelType === INBOX_TYPES.LINE;
     },
-    voiceCallEnabled() {
+    isAVoiceChannel() {
-      return isVoiceCallEnabled(this.inbox);
+      return this.channelType === INBOX_TYPES.VOICE;
     },
     isAnEmailChannel() {
       return this.channelType === INBOX_TYPES.EMAIL;

app/models/channel/twilio_sms.rb

@@ -4,7 +4,6 @@
 #
 #  id                             :bigint           not null, primary key
 #  account_sid                    :string           not null
-#  api_key_secret                 :string
 #  api_key_sid                    :string
 #  auth_token                     :string           not null
 #  content_templates              :jsonb
@@ -12,8 +11,6 @@
 #  medium                         :integer          default("sms")
 #  messaging_service_sid          :string
 #  phone_number                   :string
-#  twiml_app_sid                  :string
-#  voice_enabled                  :boolean          default(FALSE), not null
 #  created_at                     :datetime         not null
 #  updated_at                     :datetime         not null
 #  account_id                     :integer          not null
@@ -61,6 +58,8 @@ class Channel::TwilioSms < ApplicationRecord
     client.messages.create(**params)
   end
 
+  private
+
   def client
     if api_key_sid.present?
       Twilio::REST::Client.new(api_key_sid, auth_token, account_sid)
@@ -69,8 +68,6 @@ class Channel::TwilioSms < ApplicationRecord
     end
   end
 
-  private
-
   def send_message_from
     if messaging_service_sid?
       { messaging_service_sid: messaging_service_sid }
@@ -79,5 +76,3 @@ class Channel::TwilioSms < ApplicationRecord
     end
   end
 end
-
-Channel::TwilioSms.prepend_mod_with('Channel::TwilioSms')

app/services/whatsapp/liquid_template_processor_service.rb

@@ -1,66 +0,0 @@
-class Whatsapp::LiquidTemplateProcessorService
-  LIQUID_EXPRESSION = /\{\{\s*(.+?)\s*\}\}/
-
-  module JsonEscapeFilter
-    def json_escape(input)
-      input.to_s.to_json[1..-2]
-    end
-  end
-
-  pattr_initialize [:campaign!, :contact!]
-
-  def process_template_params(template_params)
-    return template_params if template_params.blank?
-
-    template_params_copy = template_params.deep_dup
-    processed_params = template_params_copy['processed_params']
-
-    return template_params_copy if processed_params.blank?
-
-    rendered_params = render_liquid(processed_params)
-    return nil if blank_render?(processed_params, rendered_params)
-
-    template_params_copy.merge('processed_params' => rendered_params)
-  end
-
-  private
-
-  def render_liquid(processed_params)
-    raw = processed_params.to_json
-    rewritten = raw.gsub(LIQUID_EXPRESSION) { "{{ #{Regexp.last_match(1)} | json_escape }}" }
-    rendered = Liquid::Template.parse(rewritten).render!(drops, filters: [JsonEscapeFilter])
-    JSON.parse(rendered)
-  rescue Liquid::Error, JSON::ParserError
-    processed_params
-  end
-
-  def drops
-    {
-      'contact' => ContactDrop.new(contact),
-      'agent' => UserDrop.new(campaign.sender),
-      'inbox' => InboxDrop.new(campaign.inbox),
-      'account' => AccountDrop.new(campaign.account)
-    }
-  end
-
-  def blank_render?(original, rendered)
-    case original
-    when Hash then blank_render_in_hash?(original, rendered)
-    when Array then blank_render_in_array?(original, rendered)
-    when String then original.match?(LIQUID_EXPRESSION) && rendered.to_s.blank?
-    else false
-    end
-  end
-
-  def blank_render_in_hash?(original, rendered)
-    return false unless rendered.is_a?(Hash)
-
-    original.any? { |key, value| blank_render?(value, rendered[key]) }
-  end
-
-  def blank_render_in_array?(original, rendered)
-    return false unless rendered.is_a?(Array)
-
-    original.each_with_index.any? { |value, index| blank_render?(value, rendered[index]) }
-  end
-end

app/services/whatsapp/oneoff_campaign_service.rb

@@ -58,10 +58,7 @@ class Whatsapp::OneoffCampaignService
       return
     end
 
-    processed_template_params = process_liquid_template_params(contact)
+    send_whatsapp_template_message(to: contact.phone_number)
-    return if processed_template_params.nil?
-
-    send_whatsapp_template_message(to: contact.phone_number, template_params: processed_template_params)
   end
 
   def process_audience(audience_labels)
@@ -73,22 +70,10 @@ class Whatsapp::OneoffCampaignService
     Rails.logger.info "Campaign #{campaign.id} processing completed"
   end
 
-  def process_liquid_template_params(contact)
+  def send_whatsapp_template_message(to:)
-    liquid_processor = Whatsapp::LiquidTemplateProcessorService.new(campaign: campaign, contact: contact)
-    processed_template_params = liquid_processor.process_template_params(campaign.template_params)
-
-    Rails.logger.info "Skipping contact #{contact.name} - liquid variables resolved to blank values" if processed_template_params.nil?
-
-    processed_template_params
-  rescue StandardError => e
-    Rails.logger.error "Failed to process liquid template params for contact #{contact.name}: #{e.message}"
-    nil
-  end
-
-  def send_whatsapp_template_message(to:, template_params:)
     processor = Whatsapp::TemplateProcessorService.new(
       channel: channel,
-      template_params: template_params
+      template_params: campaign.template_params
     )
 
     name, namespace, lang_code, processed_parameters = processor.call

app/views/api/v1/models/_inbox.json.jbuilder

@@ -72,7 +72,6 @@ if resource.twilio?
   if Current.account_user&.administrator?
     json.auth_token resource.channel.try(:auth_token)
     json.account_sid resource.channel.try(:account_sid)
-    json.api_key_sid resource.channel.try(:api_key_sid)
   end
 end
 
@@ -132,13 +131,8 @@ if resource.whatsapp?
   json.reauthorization_required resource.channel.try(:reauthorization_required?)
 end
 
-## Voice attributes for TwilioSms
+## Voice Channel Attributes
-if resource.twilio? && resource.channel.respond_to?(:voice_enabled?)
+if resource.channel_type == 'Channel::Voice'
-  json.voice_enabled resource.channel.voice_enabled?
+  json.voice_call_webhook_url resource.channel.try(:voice_call_webhook_url)
-  json.voice_configured resource.channel.try(:twiml_app_sid).present?
+  json.voice_status_webhook_url resource.channel.try(:voice_status_webhook_url)
-  json.has_api_key_secret resource.channel.try(:api_key_secret).present?
-  if resource.channel.try(:twiml_app_sid).present?
-    json.voice_call_webhook_url resource.channel.try(:voice_call_webhook_url)
-    json.voice_status_webhook_url resource.channel.try(:voice_status_webhook_url)
-  end
 end

config/features.yml

@@ -191,10 +191,10 @@
 - name: assignment_v2
   display_name: Assignment V2
   enabled: true
-- name: captain_document_auto_sync
+- name: twilio_content_templates
-  display_name: Captain Document Auto Sync
+  display_name: Twilio Content Templates
   enabled: false
-  premium: true
+  deprecated: true
 - name: advanced_search
   display_name: Advanced Search
   enabled: false

config/initializers/sidekiq.rb

@@ -40,11 +40,6 @@ Rails.application.reloader.to_prepare do
   if File.exist?(schedule_file) && Sidekiq.server?
     schedule = YAML.load_file(schedule_file)
 
-    # Merge enterprise-only cron entries when running an enterprise build.
-    # Mirrors the conditional-load pattern already used for enterprise initializers.
-    enterprise_schedule_file = Rails.root.join('enterprise/config/schedule.yml')
-    schedule.merge!(YAML.load_file(enterprise_schedule_file)) if ChatwootApp.enterprise? && enterprise_schedule_file.exist?
-
     # Cron entries removed from schedule.yml but possibly still in Redis
     # with source:'dynamic' (predating the source tag). load_from_hash!
     # only cleans up source:'schedule' entries, so these need explicit removal.

config/locales/en.yml

@@ -379,9 +379,6 @@ en:
       limit_exceeded: 'Document limit exceeded'
       pdf_format_error: 'must be a PDF file'
       pdf_size_error: 'must be less than 10MB'
-      sync_not_supported_for_pdf: 'Sync is not supported for PDF documents'
-      sync_only_available_documents: 'Sync is only available for processed documents'
-      sync_already_in_progress: 'Document sync is already in progress'
       pdf_upload_failed: 'Failed to upload PDF to OpenAI'
       pdf_upload_success: 'PDF uploaded successfully with file_id: %{file_id}'
       pdf_processing_failed: 'Failed to process PDF document %{document_id}: %{error}'

config/routes.rb

@@ -77,9 +77,7 @@ Rails.application.routes.draw do
             resources :custom_tools do
               post :test, on: :collection
             end
-            resources :documents, only: [:index, :show, :create, :destroy] do
+            resources :documents, only: [:index, :show, :create, :destroy]
-              post :sync, on: :member
-            end
             resource :tasks, only: [], controller: 'tasks' do
               post :rewrite
               post :summarize

db/migrate/20260326120000_add_voice_to_channel_twilio_sms.rb

@@ -1,7 +0,0 @@
-class AddVoiceToChannelTwilioSms < ActiveRecord::Migration[7.0]
-  def change
-    add_column :channel_twilio_sms, :voice_enabled, :boolean, default: false, null: false
-    add_column :channel_twilio_sms, :twiml_app_sid, :string
-    add_column :channel_twilio_sms, :api_key_secret, :string
-  end
-end

db/migrate/20260326120001_drop_channel_voice.rb

@@ -1,20 +0,0 @@
-class DropChannelVoice < ActiveRecord::Migration[7.0]
-  def up
-    drop_table :channel_voice, if_exists: true
-  end
-
-  def down
-    create_table :channel_voice do |t|
-      t.string :phone_number, null: false
-      t.string :provider, null: false, default: 'twilio'
-      t.jsonb :provider_config, null: false
-      t.integer :account_id, null: false
-      t.jsonb :additional_attributes, default: {}
-
-      t.timestamps
-    end
-
-    add_index :channel_voice, :phone_number, unique: true
-    add_index :channel_voice, :account_id
-  end
-end

db/migrate/20260426011444_repurpose_twilio_content_templates_flag_for_captain_document_auto_sync.rb

@@ -1,22 +0,0 @@
-class RepurposeTwilioContentTemplatesFlagForCaptainDocumentAutoSync < ActiveRecord::Migration[7.1]
-  def up
-    # The twilio_content_templates flag (deprecated) has been renamed to captain_document_auto_sync.
-    # Disable it on any accounts that had twilio_content_templates enabled so the repurposed
-    # flag starts in its intended default-off state.
-    Account.feature_captain_document_auto_sync.find_each(batch_size: 100) do |account|
-      account.disable_features(:captain_document_auto_sync)
-      account.save!(validate: false)
-    end
-
-    # Remove the stale twilio_content_templates entry from ACCOUNT_LEVEL_FEATURE_DEFAULTS.
-    # ConfigLoader only adds new flags; it never removes renamed ones.
-    # Leaving it would cause NoMethodError in enable_default_features when
-    # creating new accounts (feature_twilio_content_templates= no longer exists).
-    config = InstallationConfig.find_by(name: 'ACCOUNT_LEVEL_FEATURE_DEFAULTS')
-    return if config&.value.blank?
-
-    config.value = config.value.reject { |f| f['name'] == 'twilio_content_templates' }
-    config.save!
-    GlobalConfig.clear_cache
-  end
-end

db/migrate/20260428120000_backfill_captain_document_sync_metadata.rb

@@ -1,18 +0,0 @@
-class BackfillCaptainDocumentSyncMetadata < ActiveRecord::Migration[7.0]
-  def up
-    return unless ChatwootApp.enterprise?
-
-    # rubocop:disable Rails/SkipsModelValidations
-    Captain::Document
-      .syncable
-      .where(status: :available, sync_status: nil, last_synced_at: nil)
-      .in_batches(of: 1000) do |batch|
-        batch.update_all('sync_status = 1, last_synced_at = updated_at')
-      end
-    # rubocop:enable Rails/SkipsModelValidations
-  end
-
-  def down
-    # No-op. This is a one-time baseline for existing available web documents.
-  end
-end

db/schema.rb

@@ -10,7 +10,7 @@
 #
 # It's strongly recommended that you check this file into your version control system.
 
-ActiveRecord::Schema[7.1].define(version: 2026_04_28_120000) do
+ActiveRecord::Schema[7.1].define(version: 2026_04_27_094500) do
   # These extensions should be enabled to support this database
   enable_extension "pg_stat_statements"
   enable_extension "pg_trgm"
@@ -552,9 +552,6 @@ ActiveRecord::Schema[7.1].define(version: 2026_04_28_120000) do
     t.string "api_key_sid"
     t.jsonb "content_templates", default: {}
     t.datetime "content_templates_last_updated"
-    t.boolean "voice_enabled", default: false, null: false
-    t.string "twiml_app_sid"
-    t.string "api_key_secret"
     t.index ["account_sid", "phone_number"], name: "index_channel_twilio_sms_on_account_sid_and_phone_number", unique: true
     t.index ["messaging_service_sid"], name: "index_channel_twilio_sms_on_messaging_service_sid", unique: true
     t.index ["phone_number"], name: "index_channel_twilio_sms_on_phone_number", unique: true
@@ -571,6 +568,18 @@ ActiveRecord::Schema[7.1].define(version: 2026_04_28_120000) do
     t.index ["account_id", "profile_id"], name: "index_channel_twitter_profiles_on_account_id_and_profile_id", unique: true
   end
 
+  create_table "channel_voice", force: :cascade do |t|
+    t.string "phone_number", null: false
+    t.string "provider", default: "twilio", null: false
+    t.jsonb "provider_config", null: false
+    t.integer "account_id", null: false
+    t.jsonb "additional_attributes", default: {}
+    t.datetime "created_at", null: false
+    t.datetime "updated_at", null: false
+    t.index ["account_id"], name: "index_channel_voice_on_account_id"
+    t.index ["phone_number"], name: "index_channel_voice_on_phone_number", unique: true
+  end
+
   create_table "channel_web_widgets", id: :serial, force: :cascade do |t|
     t.string "website_url"
     t.integer "account_id"

enterprise/app/builders/enterprise/contact_inbox_builder.rb

@@ -2,13 +2,13 @@ module Enterprise::ContactInboxBuilder
   private
 
   def generate_source_id
-    return super unless twilio_voice_inbox?
+    return super unless @inbox.channel_type == 'Channel::Voice'
 
     phone_source_id
   end
 
   def phone_source_id
-    return super unless twilio_voice_inbox?
+    return super unless @inbox.channel_type == 'Channel::Voice'
 
     return SecureRandom.uuid if @contact.phone_number.blank?
 
@@ -16,10 +16,6 @@ module Enterprise::ContactInboxBuilder
   end
 
   def allowed_channels?
-    super || twilio_voice_inbox?
+    super || @inbox.channel_type == 'Channel::Voice'
-  end
-
-  def twilio_voice_inbox?
-    @inbox.channel_type == 'Channel::TwilioSms' && @inbox.channel.voice_enabled?
   end
 end

enterprise/app/builders/enterprise/messages/message_builder.rb

@@ -2,13 +2,8 @@ module Enterprise::Messages::MessageBuilder
   private
 
   def message_type
-    return @message_type if @message_type == 'incoming' && twilio_voice_inbox? && @params[:content_type] == 'voice_call'
+    return @message_type if @message_type == 'incoming' && @conversation.inbox.channel_type == 'Channel::Voice'
 
     super
   end
-
-  def twilio_voice_inbox?
-    inbox = @conversation.inbox
-    inbox.channel_type == 'Channel::TwilioSms' && inbox.channel.voice_enabled?
-  end
 end

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

@@ -7,10 +7,7 @@ class Api::V1::Accounts::Captain::BulkActionsController < Api::V1::Accounts::Bas
   MODEL_TYPE = %w[AssistantResponse AssistantDocument].freeze
 
   def create
-    result = process_bulk_action
+    @responses = process_bulk_action
-    return if performed?
-
-    @responses = result
   end
 
   private
@@ -18,13 +15,13 @@ class Api::V1::Accounts::Captain::BulkActionsController < Api::V1::Accounts::Bas
   def validate_params
     return if params[:type].present? && params[:ids].present? && params[:fields].present?
 
-    render json: { success: false }, status: :unprocessable_content
+    render json: { success: false }, status: :unprocessable_entity
   end
 
   def type_matches?
     return if MODEL_TYPE.include?(params[:type])
 
-    render json: { success: false }, status: :unprocessable_content
+    render json: { success: false }, status: :unprocessable_entity
   end
 
   def process_bulk_action
@@ -51,38 +48,13 @@ class Api::V1::Accounts::Captain::BulkActionsController < Api::V1::Accounts::Bas
   end
 
   def handle_documents
-    case params[:fields][:status]
+    return [] unless params[:fields][:status] == 'delete'
-    when 'delete'
-      delete_documents
-    when 'sync'
-      sync_documents
-    else
-      []
-    end
-  end
 
-  def delete_documents
     documents = Current.account.captain_documents.where(id: params[:ids])
-    return render json: { count: 0 } unless documents.exists?
+    return [] unless documents.exists?
 
-    destroyed_documents = documents.destroy_all
+    documents.destroy_all
-    render json: { count: destroyed_documents.size }
+    []
-  end
-
-  def sync_documents
-    synced_document_ids = []
-
-    Current.account.captain_documents.where(id: params[:ids]).find_each(batch_size: 100) do |document|
-      next unless document.syncable?
-      next unless document.available?
-      next if document.sync_in_progress?
-
-      document.update!(sync_status: :syncing, last_sync_attempted_at: Time.current)
-      Captain::Documents::PerformSyncJob.perform_later(document)
-      synced_document_ids << document.id
-    end
-
-    render json: { ids: synced_document_ids, count: synced_document_ids.size }
   end
 
   def permitted_params

enterprise/app/controllers/api/v1/accounts/captain/documents_controller.rb

@@ -4,7 +4,7 @@ class Api::V1::Accounts::Captain::DocumentsController < Api::V1::Accounts::BaseC
 
   before_action :set_current_page, only: [:index]
   before_action :set_documents, except: [:create]
-  before_action :set_document, only: [:show, :destroy, :sync]
+  before_action :set_document, only: [:show, :destroy]
   before_action :set_assistant, only: [:create]
   RESULTS_PER_PAGE = 25
 
@@ -29,16 +29,6 @@ class Api::V1::Accounts::Captain::DocumentsController < Api::V1::Accounts::BaseC
     render_could_not_create_error(e.record.errors.full_messages.join(', '))
   end
 
-  def sync
-    return render_could_not_create_error(I18n.t('captain.documents.sync_not_supported_for_pdf')) unless @document.syncable?
-    return render_could_not_create_error(I18n.t('captain.documents.sync_only_available_documents')) unless @document.available?
-    return render_could_not_create_error(I18n.t('captain.documents.sync_already_in_progress')) if @document.sync_in_progress?
-
-    @document.update!(sync_status: :syncing, last_sync_attempted_at: Time.current)
-    Captain::Documents::PerformSyncJob.perform_later(@document)
-    head :accepted
-  end
-
   def destroy
     @document.destroy
     head :no_content

enterprise/app/controllers/api/v1/accounts/contacts/calls_controller.rb

@@ -30,14 +30,9 @@ class Api::V1::Accounts::Contacts::CallsController < Api::V1::Accounts::BaseCont
   end
 
   def voice_inbox
-    @voice_inbox ||= begin
+    @voice_inbox ||= Current.user.assigned_inboxes.where(
-      inbox = Current.user.assigned_inboxes.where(
+      account_id: Current.account.id,
-        account_id: Current.account.id,
+      channel_type: 'Channel::Voice'
-        channel_type: 'Channel::TwilioSms'
+    ).find(params.require(:inbox_id))
-      ).find(params.require(:inbox_id))
-      raise ActiveRecord::RecordNotFound, 'Voice not enabled' unless inbox.channel.voice_enabled?
-
-      inbox
-    end
   end
 end

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

@@ -14,46 +14,20 @@ module Enterprise::Api::V1::Accounts::InboxesController
   end
 
   def channel_type_from_params
-    return Channel::TwilioSms if permitted_params[:channel][:type] == 'voice'
+    case permitted_params[:channel][:type]
-
+    when 'voice'
-    super
+      Channel::Voice
+    else
+      super
+    end
   end
 
   def account_channels_method
-    return Current.account.twilio_sms if permitted_params[:channel][:type] == 'voice'
+    case permitted_params[:channel][:type]
-
+    when 'voice'
-    super
+      Current.account.voice_channels
-  end
+    else
-
+      super
-  def create_channel
+    end
-    return create_voice_channel if permitted_params[:channel][:type] == 'voice'
-
-    super
-  end
-
-  def get_channel_attributes(channel_type)
-    attrs = super
-    attrs += [:voice_enabled, :api_key_sid, :api_key_secret] if channel_type == 'Channel::TwilioSms' && @inbox&.channel&.medium == 'sms'
-    attrs
-  end
-
-  def create_voice_channel
-    raise Pundit::NotAuthorizedError unless Current.account.feature_enabled?('channel_voice')
-
-    voice_params = params.require(:channel).permit(
-      :phone_number, :provider,
-      provider_config: [:account_sid, :auth_token, :api_key_sid, :api_key_secret]
-    )
-    config = voice_params[:provider_config] || {}
-
-    Current.account.twilio_sms.create!(
-      phone_number: voice_params[:phone_number],
-      account_sid: config[:account_sid],
-      auth_token: config[:auth_token],
-      api_key_sid: config[:api_key_sid],
-      api_key_secret: config[:api_key_secret],
-      medium: :sms,
-      voice_enabled: true
-    )
   end
 end

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

@@ -2,11 +2,11 @@ class Enterprise::Api::V1::AccountsController < Api::BaseController
   include BillingHelper
   before_action :fetch_account
   before_action :check_authorization
-  before_action :check_cloud_env, only: [:limits, :toggle_deletion]
+  before_action :check_cloud_env, only: [:checkout, :limits, :toggle_deletion]
 
   def subscription
     if stripe_customer_id.blank? && @account.custom_attributes['is_creating_customer'].blank?
-      @account.update(custom_attributes: { is_creating_customer: true })
+      @account.update(custom_attributes: subscription_custom_attributes)
       Enterprise::CreateStripeCustomerJob.perform_later(@account)
     end
     head :no_content
@@ -98,6 +98,19 @@ class Enterprise::Api::V1::AccountsController < Api::BaseController
     @account.custom_attributes['stripe_customer_id']
   end
 
+  def subscription_custom_attributes
+    attributes = @account.custom_attributes.merge('is_creating_customer' => true)
+    attributes['billing_attribution'] = billing_attribution if billing_attribution.present?
+    attributes
+  end
+
+  def billing_attribution
+    {
+      'datafast_visitor_id' => cookies[:datafast_visitor_id],
+      'datafast_session_id' => cookies[:datafast_session_id]
+    }.compact
+  end
+
   def mark_for_deletion
     reason = 'manual_deletion'
 

enterprise/app/controllers/twilio/voice_controller.rb

@@ -169,10 +169,8 @@ class Twilio::VoiceController < ApplicationController
 
   def set_inbox!
     digits = params[:phone].to_s.gsub(/\D/, '')
-    phone_number = "+#{digits}"
+    e164 = "+#{digits}"
-    channel = Channel::TwilioSms.find_by!(phone_number: phone_number)
+    channel = Channel::Voice.find_by!(phone_number: e164)
-    raise ActiveRecord::RecordNotFound, "Voice not enabled for #{phone_number}" unless channel.voice_enabled?
-
     @inbox = channel.inbox
   end
 

enterprise/app/jobs/captain/documents/perform_sync_job.rb

@@ -1,9 +1,6 @@
 class Captain::Documents::PerformSyncJob < MutexApplicationJob
   queue_as :low
 
-  # A single page fetch + fingerprint compare should complete in seconds.
-  # 10 minutes is generous headroom — if still "syncing" after that, the worker likely died mid-run.
-  # Shared with ScheduleSyncsJob so stale locks are re-enqueued at the same threshold.
   LOCK_TIMEOUT = 10.minutes
 
   # Safety net for anything we didn't rescue by name — parser bugs, ActiveRecord blips,
@@ -81,7 +78,6 @@ class Captain::Documents::PerformSyncJob < MutexApplicationJob
   def handle_unexpected_failure(document, error, start_time)
     document.update!(
       sync_status: :failed,
-      sync_step: nil,
       last_sync_error_code: 'sync_error',
       last_sync_attempted_at: Time.current
     )

enterprise/app/jobs/captain/documents/schedule_syncs_job.rb

@@ -1,65 +0,0 @@
-class Captain::Documents::ScheduleSyncsJob < ApplicationJob
-  queue_as :scheduled_jobs
-
-  PER_ACCOUNT_HOURLY_CAP = 50
-  GLOBAL_HOURLY_CAP = 1000
-  SYNC_STALE_TIMEOUT = Captain::Document::SYNC_STALE_TIMEOUT
-
-  def perform
-    @remaining_global_capacity = GLOBAL_HOURLY_CAP
-    stats = { accounts_scanned: 0, accounts_enabled: 0, accounts_scheduled: 0, documents_enqueued: 0 }
-
-    Account.joins(:captain_documents).distinct.find_each(batch_size: 100) do |account|
-      break if @remaining_global_capacity <= 0
-
-      stats[:accounts_scanned] += 1
-      next unless account.feature_enabled?('captain_document_auto_sync')
-
-      stats[:accounts_enabled] += 1
-      interval = account.captain_document_sync_interval
-      next unless interval
-
-      stats[:accounts_scheduled] += 1
-      stats[:documents_enqueued] += enqueue_due_documents(account, interval)
-    end
-
-    log_scheduler_summary(stats)
-  end
-
-  private
-
-  def enqueue_due_documents(account, interval)
-    syncing = Captain::Document.sync_statuses[:syncing]
-    synced = Captain::Document.sync_statuses[:synced]
-    failed = Captain::Document.sync_statuses[:failed]
-    stale_cutoff = SYNC_STALE_TIMEOUT.ago
-    per_account_limit = [PER_ACCOUNT_HOURLY_CAP, @remaining_global_capacity].min
-    enqueued_count = 0
-
-    account.captain_documents.syncable.where(status: :available).where(
-      '(sync_status = ? AND last_synced_at < ?) OR (sync_status = ? AND last_sync_attempted_at < ?) OR ' \
-      '(sync_status = ? AND last_sync_attempted_at < ?)',
-      synced, interval.ago, failed, interval.ago, syncing, stale_cutoff
-    ).order(Arel.sql('last_sync_attempted_at ASC NULLS FIRST'), :id).limit(per_account_limit).each do |document|
-      next unless document.syncable?
-
-      # Reserve the sync slot before enqueueing so later scheduler runs skip this document while the job is queued.
-      document.update!(sync_status: :syncing, last_sync_attempted_at: Time.current)
-      Captain::Documents::PerformSyncJob.perform_later(document)
-      @remaining_global_capacity -= 1
-      enqueued_count += 1
-    end
-
-    enqueued_count
-  end
-
-  def log_scheduler_summary(stats)
-    payload = {
-      event: 'completed',
-      global_cap_hit: @remaining_global_capacity <= 0,
-      remaining_global_capacity: @remaining_global_capacity
-    }.merge(stats)
-
-    Rails.logger.info("[Captain::Documents::ScheduleSyncsJob] #{payload.to_json}")
-  end
-end

enterprise/app/jobs/captain/tools/firecrawl_parser_job.rb

@@ -14,11 +14,7 @@ class Captain::Tools::FirecrawlParserJob < ApplicationJob
       external_link: canonical_url,
       content: payload[:markdown],
       name: metadata['title'],
-      status: :available,
+      status: :available
-      sync_status: :synced,
-      last_synced_at: Time.current,
-      last_sync_attempted_at: Time.current,
-      last_sync_error_code: nil
     )
   rescue StandardError => e
     raise "Failed to parse FireCrawl data: #{e.message}"

enterprise/app/jobs/captain/tools/simple_page_crawl_parser_job.rb

@@ -1,10 +1,6 @@
 class Captain::Tools::SimplePageCrawlParserJob < ApplicationJob
-  class PermanentCrawlError < StandardError; end
-
   queue_as :low
 
-  discard_on PermanentCrawlError
-
   def perform(assistant_id:, page_link:)
     assistant = Captain::Assistant.find(assistant_id)
     account = assistant.account
@@ -15,71 +11,23 @@ class Captain::Tools::SimplePageCrawlParserJob < ApplicationJob
     end
 
     crawler = Captain::Tools::SimplePageCrawlService.new(page_link)
+
+    page_title = crawler.page_title || ''
+    content = crawler.body_text_content || ''
+
     normalized_link = normalize_link(page_link)
     document = assistant.documents.find_or_initialize_by(external_link: normalized_link)
 
-    handle_failed_fetch!(document, crawler.status_code, page_link) unless crawler.success?
+    document.update!(
-
+      external_link: normalized_link,
-    persist_document!(document, normalized_link, crawler)
+      name: page_title[0..254], content: content[0..14_999], status: :available
-  rescue PermanentCrawlError
+    )
-    raise
   rescue StandardError => e
     raise "Failed to parse data: #{page_link} #{e.message}"
   end
 
   private
 
-  def handle_failed_fetch!(document, status_code, page_link)
-    error_code = http_error_code(status_code)
-    mark_failed!(document, error_code) if document.persisted?
-
-    error_message = "Failed to fetch page: #{page_link}"
-    raise PermanentCrawlError, error_message if permanent_failure?(error_code)
-
-    raise error_message
-  end
-
-  def persist_document!(document, normalized_link, crawler)
-    document.update!(
-      external_link: normalized_link,
-      name: (crawler.page_title || '')[0..254],
-      content: (crawler.body_markdown || '')[0..14_999],
-      status: :available,
-      **synced_attributes
-    )
-  end
-
-  def synced_attributes
-    {
-      sync_status: :synced,
-      last_synced_at: Time.current,
-      last_sync_attempted_at: Time.current,
-      last_sync_error_code: nil
-    }
-  end
-
-  def mark_failed!(document, error_code)
-    document.update!(
-      status: :available,
-      sync_status: :failed,
-      last_sync_error_code: error_code,
-      last_sync_attempted_at: Time.current
-    )
-  end
-
-  def http_error_code(status_code)
-    case status_code
-    when 404 then 'not_found'
-    when 401, 403 then 'access_denied'
-    when 408, 504 then 'timeout'
-    else 'fetch_failed'
-    end
-  end
-
-  def permanent_failure?(error_code)
-    Captain::Documents::SyncService::PERMANENT_ERROR_CODES.include?(error_code)
-  end
-
   def normalize_link(raw_link)
     raw_link.to_s.delete_suffix('/')
   end

enterprise/app/models/captain/document.rb

@@ -26,14 +26,12 @@
 #
 class Captain::Document < ApplicationRecord
   class LimitExceededError < StandardError; end
-  SYNC_STALE_TIMEOUT = 2.hours
   self.table_name = 'captain_documents'
 
   belongs_to :assistant, class_name: 'Captain::Assistant'
   has_many :responses, class_name: 'Captain::AssistantResponse', dependent: :destroy, as: :documentable
   belongs_to :account
   has_one_attached :pdf_file
-  store_accessor :metadata, :content_fingerprint, :last_sync_error_code, :sync_step, :openai_file_id
 
   validates :external_link, presence: true, unless: -> { pdf_file.attached? }
   validates :external_link, uniqueness: { scope: :assistant_id }, allow_blank: true
@@ -61,7 +59,6 @@ class Captain::Document < ApplicationRecord
 
   scope :for_account, ->(account_id) { where(account_id: account_id) }
   scope :for_assistant, ->(assistant_id) { where(assistant_id: assistant_id) }
-  scope :syncable, -> { where("external_link NOT LIKE 'PDF:%' AND external_link NOT LIKE '%.pdf'") }
 
   def pdf_document?
     return true if pdf_file.attached? && pdf_file.blob.content_type == 'application/pdf'
@@ -78,8 +75,36 @@ class Captain::Document < ApplicationRecord
     pdf_file.blob.byte_size if pdf_file.attached?
   end
 
+  def content_fingerprint
+    metadata&.dig('content_fingerprint')
+  end
+
+  def content_fingerprint=(value)
+    self.metadata = (metadata || {}).merge('content_fingerprint' => value)
+  end
+
+  def last_sync_error_code
+    metadata&.dig('last_sync_error_code')
+  end
+
+  def last_sync_error_code=(value)
+    self.metadata = (metadata || {}).merge('last_sync_error_code' => value)
+  end
+
+  def sync_step
+    metadata&.dig('sync_step')
+  end
+
+  def store_sync_step(step)
+    update!(metadata: (metadata || {}).merge('sync_step' => step))
+  end
+
+  def openai_file_id
+    metadata&.dig('openai_file_id')
+  end
+
   def store_openai_file_id(file_id)
-    update!(openai_file_id: file_id)
+    update!(metadata: (metadata || {}).merge('openai_file_id' => file_id))
   end
 
   def display_url
@@ -96,18 +121,6 @@ class Captain::Document < ApplicationRecord
     { document_id: id, assistant_id: assistant_id, external_link: external_link }
   end
 
-  def syncable?
-    !pdf_document?
-  end
-
-  def sync_stale?
-    sync_syncing? && (last_sync_attempted_at.blank? || last_sync_attempted_at < SYNC_STALE_TIMEOUT.ago)
-  end
-
-  def sync_in_progress?
-    sync_syncing? && !sync_stale?
-  end
-
   private
 
   def enqueue_crawl_job

enterprise/app/models/channel/voice.rb

@@ -0,0 +1,122 @@
+# == Schema Information
+#
+# Table name: channel_voice
+#
+#  id                    :bigint           not null, primary key
+#  additional_attributes :jsonb
+#  phone_number          :string           not null
+#  provider              :string           default("twilio"), not null
+#  provider_config       :jsonb            not null
+#  created_at            :datetime         not null
+#  updated_at            :datetime         not null
+#  account_id            :integer          not null
+#
+# Indexes
+#
+#  index_channel_voice_on_account_id    (account_id)
+#  index_channel_voice_on_phone_number  (phone_number) UNIQUE
+#
+class Channel::Voice < ApplicationRecord
+  include Channelable
+
+  self.table_name = 'channel_voice'
+
+  validates :phone_number, presence: true, uniqueness: true
+  validates :provider, presence: true
+  validates :provider_config, presence: true
+
+  # Validate phone number format (E.164 format)
+  validates :phone_number, format: { with: /\A\+[1-9]\d{1,14}\z/ }
+
+  # Provider-specific configs stored in JSON
+  validate :validate_provider_config
+  before_validation :provision_twilio_on_create, on: :create, if: :twilio?
+
+  EDITABLE_ATTRS = [:phone_number, :provider, { provider_config: {} }].freeze
+
+  def name
+    "Voice (#{phone_number})"
+  end
+
+  def messaging_window_enabled?
+    false
+  end
+
+  def initiate_call(to:, conference_sid: nil, agent_id: nil)
+    case provider
+    when 'twilio'
+      Voice::Provider::Twilio::Adapter.new(self).initiate_call(
+        to: to,
+        conference_sid: conference_sid,
+        agent_id: agent_id
+      )
+    else
+      raise "Unsupported voice provider: #{provider}"
+    end
+  end
+
+  # Public URLs used to configure Twilio webhooks
+  def voice_call_webhook_url
+    digits = phone_number.delete_prefix('+')
+    Rails.application.routes.url_helpers.twilio_voice_call_url(phone: digits)
+  end
+
+  def voice_status_webhook_url
+    digits = phone_number.delete_prefix('+')
+    Rails.application.routes.url_helpers.twilio_voice_status_url(phone: digits)
+  end
+
+  private
+
+  def twilio?
+    provider == 'twilio'
+  end
+
+  def validate_provider_config
+    return if provider_config.blank?
+
+    case provider
+    when 'twilio'
+      validate_twilio_config
+    end
+  end
+
+  def validate_twilio_config
+    config = provider_config.with_indifferent_access
+    # Require credentials and provisioned TwiML App SID
+    required_keys = %w[account_sid auth_token api_key_sid api_key_secret twiml_app_sid]
+    required_keys.each do |key|
+      errors.add(:provider_config, "#{key} is required for Twilio provider") if config[key].blank?
+    end
+  end
+
+  def provider_config_hash
+    if provider_config.is_a?(Hash)
+      provider_config
+    else
+      JSON.parse(provider_config.to_s)
+    end
+  end
+
+  def provision_twilio_on_create
+    service = ::Twilio::VoiceWebhookSetupService.new(channel: self)
+    app_sid = service.perform
+    return if app_sid.blank?
+
+    cfg = provider_config.with_indifferent_access
+    cfg[:twiml_app_sid] = app_sid
+    self.provider_config = cfg
+  rescue StandardError => e
+    error_details = {
+      error_class: e.class.to_s,
+      message: e.message,
+      phone_number: phone_number,
+      account_id: account_id,
+      backtrace: e.backtrace&.first(5)
+    }
+    Rails.logger.error("TWILIO_VOICE_SETUP_ON_CREATE_ERROR: #{error_details}")
+    errors.add(:base, "Twilio setup failed: #{e.message}")
+  end
+
+  public :provider_config_hash
+end

enterprise/app/models/enterprise/account.rb

@@ -1,11 +1,4 @@
 module Enterprise::Account
-  CAPTAIN_SYNC_INTERVALS = {
-    'hacker' => nil,
-    'startups' => 7.days,
-    'business' => 1.day,
-    'enterprise' => 6.hours
-  }.freeze
-
   # TODO: Remove this when we upgrade administrate gem to the latest version
   # this is a temporary method since current administrate doesn't support virtual attributes
   def manually_managed_features; end
@@ -41,14 +34,6 @@ module Enterprise::Account
     custom_attributes.delete('marked_for_deletion_at') && custom_attributes.delete('marked_for_deletion_reason') && save
   end
 
-  def captain_document_sync_interval
-    plan = custom_attributes['plan_name']
-    plan = 'enterprise' if plan.blank? && ChatwootApp.self_hosted_enterprise?
-    return nil if plan.blank?
-
-    CAPTAIN_SYNC_INTERVALS[plan.downcase]
-  end
-
   def saml_enabled?
     saml_settings&.saml_enabled? || false
   end

enterprise/app/models/enterprise/channel/twilio_sms.rb

@@ -1,81 +0,0 @@
-module Enterprise::Channel::TwilioSms
-  extend ActiveSupport::Concern
-
-  def self.prepended(base)
-    base.class_eval do
-      encrypts :api_key_secret if Chatwoot.encryption_configured?
-
-      validate :voice_requires_phone_number, if: :voice_enabled?
-      before_validation :provision_twiml_app, on: :create, if: :voice_enabled?
-      before_validation :provision_twiml_app_on_update, on: :update, if: :voice_enabled_changed_to_true?
-      after_commit :teardown_voice, on: :update, if: :voice_disabled?
-    end
-  end
-
-  def initiate_call(to:, conference_sid: nil, agent_id: nil)
-    Voice::Provider::Twilio::Adapter.new(self).initiate_call(
-      to: to,
-      conference_sid: conference_sid,
-      agent_id: agent_id
-    )
-  end
-
-  def voice_call_webhook_url
-    digits = phone_number.delete_prefix('+')
-    Rails.application.routes.url_helpers.twilio_voice_call_url(phone: digits)
-  end
-
-  def voice_status_webhook_url
-    digits = phone_number.delete_prefix('+')
-    Rails.application.routes.url_helpers.twilio_voice_status_url(phone: digits)
-  end
-
-  # Voice channels store the secret in api_key_secret; SMS channels keep using auth_token via super.
-  def client
-    if api_key_sid.present? && api_key_secret.present?
-      Twilio::REST::Client.new(api_key_sid, api_key_secret, account_sid)
-    else
-      super
-    end
-  end
-
-  private
-
-  def voice_requires_phone_number
-    return if phone_number.present?
-
-    errors.add(:base, 'Voice calling requires a phone number and cannot be used with messaging service SID')
-  end
-
-  def voice_enabled_changed_to_true?
-    voice_enabled? && voice_enabled_changed?
-  end
-
-  def voice_disabled?
-    !voice_enabled? && voice_enabled_previously_changed?
-  end
-
-  def teardown_voice
-    Twilio::VoiceTeardownService.new(channel: self).perform
-  end
-
-  def provision_twiml_app
-    return if twiml_app_sid.present?
-    return if phone_number.blank?
-
-    validate_voice_capability!
-    service = ::Twilio::VoiceWebhookSetupService.new(channel: self)
-    self.twiml_app_sid = service.perform
-  rescue StandardError => e
-    Rails.logger.error("TWILIO_VOICE_SETUP_ERROR: #{e.class} #{e.message} phone=#{phone_number} account=#{account_id}")
-    errors.add(:base, "Twilio voice setup failed: #{e.message}")
-  end
-
-  def validate_voice_capability!
-    number = client.incoming_phone_numbers.list(phone_number: phone_number).first
-    raise 'Phone number not found in Twilio account' unless number
-    raise 'This phone number does not support voice calls' unless number.capabilities['voice']
-  end
-
-  alias provision_twiml_app_on_update provision_twiml_app
-end

enterprise/app/models/enterprise/concerns/account.rb

@@ -16,6 +16,7 @@ module Enterprise::Concerns::Account
 
     has_many :copilot_threads, dependent: :destroy_async
     has_many :companies, dependent: :destroy_async
+    has_many :voice_channels, dependent: :destroy_async, class_name: '::Channel::Voice'
     has_many :calls, dependent: :destroy_async
 
     has_one :saml_settings, dependent: :destroy_async, class_name: 'AccountSamlSettings'

enterprise/app/policies/captain/assistant_policy.rb

@@ -23,10 +23,6 @@ class Captain::AssistantPolicy < ApplicationPolicy
     @account_user.administrator?
   end
 
-  def sync?
-    @account_user.administrator?
-  end
-
   def playground?
     true
   end

enterprise/app/services/captain/documents/single_page_fetcher.rb

@@ -20,7 +20,7 @@ class Captain::Documents::SinglePageFetcher
   private
 
   def firecrawl_configured?
-    Captain::Tools::FirecrawlService.configured?
+    InstallationConfig.find_by(name: 'CAPTAIN_FIRECRAWL_API_KEY')&.value.present?
   end
 
   def fetch_with_firecrawl
@@ -52,13 +52,14 @@ class Captain::Documents::SinglePageFetcher
   end
 
   def fetch_with_fallback
-    crawler = Captain::Tools::SimplePageCrawlService.new(@url)
+    response = HTTParty.get(@url)
-    return Result.new(success: false, error_code: http_error_code(crawler.status_code)) unless crawler.success?
+    return Result.new(success: false, error_code: http_error_code(response.code)) unless response.success?
 
+    parser = Captain::Tools::HtmlPageParser.new(response.body)
     Result.new(
       success: true,
-      title: crawler.page_title&.truncate(TITLE_MAX_LENGTH, omission: ''),
+      title: parser.title&.truncate(TITLE_MAX_LENGTH, omission: ''),
-      content: crawler.body_markdown&.truncate(CONTENT_MAX_LENGTH, omission: '')
+      content: parser.body_markdown&.truncate(CONTENT_MAX_LENGTH, omission: '')
     )
   end
 

enterprise/app/services/captain/documents/sync_service.rb

@@ -12,7 +12,7 @@ class Captain::Documents::SyncService
   end
 
   def perform
-    @document.update!(sync_step: 'fetching')
+    @document.store_sync_step('fetching')
     result = Captain::Documents::SinglePageFetcher.new(@document.external_link).fetch
 
     unless result.success
@@ -20,21 +20,17 @@ class Captain::Documents::SyncService
       raise_for_error_code(result.error_code)
     end
 
-    @document.update!(sync_step: 'comparing')
+    @document.store_sync_step('comparing')
-    new_fingerprint = compute_fingerprint(result.content)
+    fingerprint = compute_fingerprint(result.content)
-    previous_fingerprint = @document.content_fingerprint
 
-    if new_fingerprint == previous_fingerprint
+    if fingerprint == @document.content_fingerprint
       mark_synced
       return :unchanged
     end
 
-    @document.update!(sync_step: 'updating')
+    @document.store_sync_step('updating')
-    update_content(result, new_fingerprint)
+    update_content(result, fingerprint)
-
+    :updated
-    # Without a prior fingerprint we cannot tell a first-ever sync apart from a real
-    # change, so treat it as unchanged to keep downstream signals quiet on baseline.
-    previous_fingerprint.present? ? :updated : :unchanged
   end
 
   private
@@ -46,7 +42,6 @@ class Captain::Documents::SyncService
   def mark_failed(error_code)
     @document.update!(
       sync_status: :failed,
-      sync_step: nil,
       last_sync_error_code: error_code,
       last_sync_attempted_at: Time.current
     )
@@ -55,7 +50,6 @@ class Captain::Documents::SyncService
   def mark_synced
     @document.update!(
       sync_status: :synced,
-      sync_step: nil,
       last_synced_at: Time.current,
       last_sync_attempted_at: Time.current,
       last_sync_error_code: nil
@@ -68,7 +62,6 @@ class Captain::Documents::SyncService
       name: result.title.presence || @document.name,
       content_fingerprint: fingerprint,
       sync_status: :synced,
-      sync_step: nil,
       last_synced_at: Time.current,
       last_sync_attempted_at: Time.current,
       last_sync_error_code: nil

enterprise/app/services/captain/onboarding/website_analyzer_service.rb

@@ -1,6 +1,5 @@
 class Captain::Onboarding::WebsiteAnalyzerService < Llm::BaseAiService
   include Integrations::LlmInstrumentation
-
   MAX_CONTENT_LENGTH = 8000
 
   def initialize(website_url)
@@ -31,7 +30,7 @@ class Captain::Onboarding::WebsiteAnalyzerService < Llm::BaseAiService
   def fetch_website_content
     crawler = Captain::Tools::SimplePageCrawlService.new(@website_url)
 
-    text_content = crawler.body_markdown
+    text_content = crawler.body_text_content
     page_title = crawler.page_title
     meta_description = crawler.meta_description
 

enterprise/app/services/captain/tools/firecrawl_service.rb

@@ -2,14 +2,9 @@ class Captain::Tools::FirecrawlService
   BASE_URL = 'https://api.firecrawl.dev/v1'.freeze
   FIRECRAWL_EXCLUDE_TAGS = %w[iframe .sidebar .cookie-banner [role=navigation] [role=banner] [role=contentinfo]].freeze
 
-  def self.configured?
-    InstallationConfig.find_by(name: 'CAPTAIN_FIRECRAWL_API_KEY')&.value
-                      .present?
-  end
-
   def initialize
     @api_key = InstallationConfig.find_by!(name: 'CAPTAIN_FIRECRAWL_API_KEY').value
-    raise 'Missing API key' if @api_key.blank?
+    raise 'Missing API key' if @api_key.empty?
   end
 
   def perform(url, webhook_url, crawl_limit = 10)

enterprise/app/services/captain/tools/simple_page_crawl_service.rb

@@ -1,16 +1,12 @@
 class Captain::Tools::SimplePageCrawlService
-  attr_reader :external_link, :status_code
+  attr_reader :external_link
 
   def initialize(external_link)
     @external_link = external_link
-    @parser = Captain::Tools::HtmlPageParser.new(fetch_body)
+    @parser = Captain::Tools::HtmlPageParser.new(HTTParty.get(external_link).body)
     @doc = @parser.doc
   end
 
-  def success?
-    status_code.to_i.between?(200, 299)
-  end
-
   def page_links
     sitemap? ? extract_links_from_sitemap : extract_links_from_html
   end
@@ -19,7 +15,7 @@ class Captain::Tools::SimplePageCrawlService
     @parser.title
   end
 
-  def body_markdown
+  def body_text_content
     @parser.body_markdown
   end
 
@@ -39,21 +35,6 @@ class Captain::Tools::SimplePageCrawlService
 
   private
 
-  def fetch_body
-    body = ''
-    SafeFetch.fetch(external_link, validate_content_type: false) do |result|
-      body = result.tempfile.read
-    end
-    @status_code = 200
-    body
-  rescue SafeFetch::HttpError => e
-    @status_code = e.message.to_i
-    ''
-  rescue SafeFetch::Error
-    @status_code = nil
-    ''
-  end
-
   def sitemap?
     @external_link.end_with?('.xml')
   end

enterprise/app/services/enterprise/billing/handle_stripe_event_service.rb

@@ -14,6 +14,8 @@ class Enterprise::Billing::HandleStripeEventService
       process_subscription_updated
     when 'customer.subscription.deleted'
       process_subscription_deleted
+    when 'invoice.paid', 'invoice.payment_succeeded'
+      process_invoice_paid
     else
       Rails.logger.debug { "Unhandled event type: #{event.type}" }
     end
@@ -74,6 +76,12 @@ class Enterprise::Billing::HandleStripeEventService
     Enterprise::Billing::CreateStripeCustomerService.new(account: account).perform
   end
 
+  def process_invoice_paid
+    return if invoice_account.blank?
+
+    Enterprise::Billing::TrackPaymentAttributionService.new(account: invoice_account, invoice: invoice).perform
+  end
+
   def handle_subscription_credits(plan, previous_usage)
     current_limits = account.limits || {}
 
@@ -109,6 +117,10 @@ class Enterprise::Billing::HandleStripeEventService
     @subscription ||= @event.data.object
   end
 
+  def invoice
+    @invoice ||= @event.data.object
+  end
+
   def previous_attributes
     @previous_attributes ||= JSON.parse((@event.data.previous_attributes || {}).to_json)
   end
@@ -132,6 +144,10 @@ class Enterprise::Billing::HandleStripeEventService
     @account ||= Account.where("custom_attributes->>'stripe_customer_id' = ?", subscription.customer).first
   end
 
+  def invoice_account
+    @invoice_account ||= Account.where("custom_attributes->>'stripe_customer_id' = ?", invoice.customer).first
+  end
+
   def find_plan(plan_id)
     cloud_plans = InstallationConfig.find_by(name: CLOUD_PLANS_CONFIG)&.value || []
     cloud_plans.find { |config| config['product_id'].include?(plan_id) }

enterprise/app/services/enterprise/billing/track_payment_attribution_service.rb

@@ -0,0 +1,100 @@
+class Enterprise::Billing::TrackPaymentAttributionService
+  pattr_initialize [:account!, :invoice!]
+
+  API_ENDPOINT = 'https://datafa.st/api/v1/payments'.freeze
+  API_KEY_CONFIG = 'DATAFAST_API_KEY'.freeze
+  ZERO_DECIMAL_CURRENCIES = %w[BIF CLP DJF GNF JPY KMF KRW MGA PYG RWF UGX VND VUV XAF XOF XPF].freeze
+
+  def perform
+    return unless trackable?
+
+    response = HTTParty.post(
+      API_ENDPOINT,
+      headers: {
+        'Authorization' => "Bearer #{api_key}",
+        'Content-Type' => 'application/json'
+      },
+      body: payload.to_json,
+      timeout: 5
+    )
+
+    log_failure("#{response.code} #{response.body}") unless response.success?
+  rescue StandardError => e
+    log_failure("#{e.class} - #{e.message}")
+  end
+
+  private
+
+  def trackable?
+    ChatwootApp.chatwoot_cloud? && [api_key, datafast_visitor_id, amount_paid, currency, transaction_id].all?(&:present?)
+  end
+
+  def payload
+    {
+      amount: amount,
+      currency: currency.upcase,
+      transaction_id: transaction_id,
+      datafast_visitor_id: datafast_visitor_id,
+      email: customer_email,
+      name: customer_name,
+      customer_id: customer_id,
+      renewal: renewal?
+    }.compact
+  end
+
+  def amount
+    return amount_paid if ZERO_DECIMAL_CURRENCIES.include?(currency.upcase)
+
+    amount_paid.to_f / 100
+  end
+
+  def amount_paid
+    invoice_value('amount_paid')
+  end
+
+  def currency
+    invoice_value('currency')
+  end
+
+  def transaction_id
+    invoice_value('id')
+  end
+
+  def customer_id
+    invoice_value('customer') || account.custom_attributes['stripe_customer_id']
+  end
+
+  def customer_email
+    invoice_value('customer_email') || account.administrators.first&.email
+  end
+
+  def customer_name
+    invoice_value('customer_name') || account.name
+  end
+
+  def renewal?
+    invoice_value('billing_reason') == 'subscription_cycle'
+  end
+
+  def datafast_visitor_id
+    attribution['datafast_visitor_id']
+  end
+
+  def attribution
+    account.custom_attributes['billing_attribution'] || {}
+  end
+
+  def api_key
+    GlobalConfigService.load(API_KEY_CONFIG, nil)
+  end
+
+  def log_failure(message)
+    Rails.logger.warn("Payment attribution failed for invoice #{transaction_id}: #{message}")
+  end
+
+  def invoice_value(key)
+    invoice[key]
+  rescue NoMethodError
+    nil
+  end
+end

enterprise/app/services/enterprise/contacts/contactable_inboxes_service.rb

@@ -1,9 +1,9 @@
 module Enterprise::Contacts::ContactableInboxesService
   private
 
-  # Extend base selection to include voice-enabled TwilioSms inboxes
+  # Extend base selection to include Voice inboxes
   def get_contactable_inbox(inbox)
-    return voice_contactable_inbox(inbox) if inbox.channel_type == 'Channel::TwilioSms' && inbox.channel.voice_enabled?
+    return voice_contactable_inbox(inbox) if inbox.channel_type == 'Channel::Voice'
 
     super
   end

enterprise/app/services/twilio/voice_teardown_service.rb

@@ -1,33 +0,0 @@
-class Twilio::VoiceTeardownService
-  pattr_initialize [:channel!]
-
-  def perform
-    delete_twiml_app if channel.twiml_app_sid.present?
-    clear_number_webhooks
-  ensure
-    clear_voice_credentials
-  end
-
-  private
-
-  def delete_twiml_app
-    channel.client.applications(channel.twiml_app_sid).delete
-  rescue StandardError => e
-    Rails.logger.error("TWILIO_VOICE_TEARDOWN_ERROR: #{e.class} #{e.message} phone=#{channel.phone_number} account=#{channel.account_id}")
-  end
-
-  def clear_number_webhooks
-    numbers = channel.client.incoming_phone_numbers.list(phone_number: channel.phone_number)
-    return if numbers.empty?
-
-    channel.client
-           .incoming_phone_numbers(numbers.first.sid)
-           .update(voice_url: '', status_callback: '')
-  rescue StandardError => e
-    Rails.logger.error("TWILIO_VOICE_TEARDOWN_WEBHOOK_ERROR: #{e.class} #{e.message} phone=#{channel.phone_number} account=#{channel.account_id}")
-  end
-
-  def clear_voice_credentials
-    channel.update(twiml_app_sid: nil)
-  end
-end

enterprise/app/services/twilio/voice_webhook_setup_service.rb

@@ -17,7 +17,8 @@ class Twilio::VoiceWebhookSetupService
   private
 
   def validate_token_credentials!
-    channel.client.incoming_phone_numbers.list(limit: 1)
+    # Only validate Account SID + Auth Token
+    token_client.incoming_phone_numbers.list(limit: 1)
   rescue StandardError => e
     log_twilio_error('AUTH_VALIDATION_TOKEN', e)
     raise
@@ -25,7 +26,7 @@ class Twilio::VoiceWebhookSetupService
 
   def create_twiml_app!
     friendly_name = "Chatwoot Voice #{channel.phone_number}"
-    app = channel.client.applications.create(
+    app = api_key_client.applications.create(
       friendly_name: friendly_name,
       voice_url: channel.voice_call_webhook_url,
       voice_method: HTTP_METHOD
@@ -37,25 +38,39 @@ class Twilio::VoiceWebhookSetupService
   end
 
   def configure_number_webhooks!
-    numbers = channel.client.incoming_phone_numbers.list(phone_number: channel.phone_number)
+    numbers = api_key_client.incoming_phone_numbers.list(phone_number: channel.phone_number)
     if numbers.empty?
       Rails.logger.warn "TWILIO_PHONE_NUMBER_NOT_FOUND: #{channel.phone_number}"
       return
     end
 
-    channel.client
+    api_key_client
-           .incoming_phone_numbers(numbers.first.sid)
+      .incoming_phone_numbers(numbers.first.sid)
-           .update(
+      .update(
-             voice_url: channel.voice_call_webhook_url,
+        voice_url: channel.voice_call_webhook_url,
-             voice_method: HTTP_METHOD,
+        voice_method: HTTP_METHOD,
-             status_callback: channel.voice_status_webhook_url,
+        status_callback: channel.voice_status_webhook_url,
-             status_callback_method: HTTP_METHOD
+        status_callback_method: HTTP_METHOD
-           )
+      )
   rescue StandardError => e
     log_twilio_error('NUMBER_WEBHOOKS_UPDATE', e)
     raise
   end
 
+  def api_key_client
+    @api_key_client ||= begin
+      cfg = channel.provider_config.with_indifferent_access
+      ::Twilio::REST::Client.new(cfg[:api_key_sid], cfg[:api_key_secret], cfg[:account_sid])
+    end
+  end
+
+  def token_client
+    @token_client ||= begin
+      cfg = channel.provider_config.with_indifferent_access
+      ::Twilio::REST::Client.new(cfg[:account_sid], cfg[:auth_token])
+    end
+  end
+
   def log_twilio_error(context, error)
     details = build_error_details(context, error)
     add_twilio_specific_details(details, error)
@@ -65,10 +80,11 @@ class Twilio::VoiceWebhookSetupService
   end
 
   def build_error_details(context, error)
+    cfg = channel.provider_config.with_indifferent_access
     {
       context: context,
       phone_number: channel.phone_number,
-      account_sid: channel.account_sid,
+      account_sid: cfg[:account_sid],
       error_class: error.class.to_s,
       message: error.message
     }

enterprise/app/services/voice/provider/twilio/adapter.rb

@@ -43,6 +43,10 @@ class Voice::Provider::Twilio::Adapter
   end
 
   def twilio_client
-    Twilio::REST::Client.new(@channel.account_sid, @channel.auth_token)
+    Twilio::REST::Client.new(config['account_sid'], config['auth_token'])
+  end
+
+  def config
+    @config ||= @channel.provider_config_hash
   end
 end

enterprise/app/services/voice/provider/twilio/conference_service.rb

@@ -1,5 +1,5 @@
 class Voice::Provider::Twilio::ConferenceService
-  pattr_initialize [:conversation!]
+  pattr_initialize [:conversation!, { twilio_client: nil }]
 
   def ensure_conference_sid
     existing = conversation.additional_attributes&.dig('conference_sid')
@@ -19,11 +19,10 @@ class Voice::Provider::Twilio::ConferenceService
   end
 
   def end_conference
-    client = conversation.inbox.channel.client
+    twilio_client
-    client
       .conferences
       .list(friendly_name: Voice::Conference::Name.for(conversation), status: 'in-progress')
-      .each { |conf| client.conferences(conf.sid).update(status: 'completed') }
+      .each { |conf| twilio_client.conferences(conf.sid).update(status: 'completed') }
   end
 
   private
@@ -32,4 +31,16 @@ class Voice::Provider::Twilio::ConferenceService
     current = conversation.additional_attributes || {}
     conversation.update!(additional_attributes: current.merge(attrs))
   end
+
+  def twilio_client
+    @twilio_client ||= ::Twilio::REST::Client.new(account_sid, auth_token)
+  end
+
+  def account_sid
+    @account_sid ||= conversation.inbox.channel.provider_config_hash['account_sid']
+  end
+
+  def auth_token
+    @auth_token ||= conversation.inbox.channel.provider_config_hash['auth_token']
+  end
 end

enterprise/app/services/voice/provider/twilio/token_service.rb

@@ -6,20 +6,20 @@ class Voice::Provider::Twilio::TokenService
       token: access_token.to_jwt,
       identity: identity,
       voice_enabled: true,
-      account_sid: channel.account_sid,
+      account_sid: config['account_sid'],
       agent_id: user.id,
       account_id: account.id,
       inbox_id: inbox.id,
-      phone_number: channel.phone_number,
+      phone_number: inbox.channel.phone_number,
       twiml_endpoint: twiml_url,
-      has_twiml_app: channel.twiml_app_sid.present?
+      has_twiml_app: config['twiml_app_sid'].present?
     }
   end
 
   private
 
-  def channel
+  def config
-    @channel ||= inbox.channel
+    @config ||= inbox.channel.provider_config_hash || {}
   end
 
   def identity
@@ -28,9 +28,9 @@ class Voice::Provider::Twilio::TokenService
 
   def access_token
     Twilio::JWT::AccessToken.new(
-      channel.account_sid,
+      config['account_sid'],
-      channel.api_key_sid,
+      config['api_key_sid'],
-      channel.api_key_secret,
+      config['api_key_secret'],
       identity: identity,
       ttl: 1.hour.to_i
     ).tap { |token| token.add_grant(voice_grant) }
@@ -39,7 +39,7 @@ class Voice::Provider::Twilio::TokenService
   def voice_grant
     Twilio::JWT::AccessToken::VoiceGrant.new.tap do |grant|
       grant.incoming_allow = true
-      grant.outgoing_application_sid = channel.twiml_app_sid
+      grant.outgoing_application_sid = config['twiml_app_sid']
       grant.outgoing_application_params = outgoing_params
     end
   end
@@ -50,13 +50,13 @@ class Voice::Provider::Twilio::TokenService
       agent_id: user.id,
       identity: identity,
       client_name: identity,
-      accountSid: channel.account_sid,
+      accountSid: config['account_sid'],
       is_agent: 'true'
     }
   end
 
   def twiml_url
-    digits = channel.phone_number.delete_prefix('+')
+    digits = inbox.channel.phone_number.delete_prefix('+')
     Rails.application.routes.url_helpers.twilio_voice_call_url(phone: digits)
   end
 end

enterprise/config/schedule.yml

@@ -1,10 +0,0 @@
-# Enterprise-only Sidekiq cron schedule.
-# Loaded by config/initializers/sidekiq.rb only when ChatwootApp.enterprise? is true.
-# Add cron entries here when the referenced job class lives under enterprise/.
-
-# Captain document auto-sync scheduler
-# Runs hourly, finds due documents based on plan sync intervals
-captain_documents_schedule_syncs_job:
-  cron: '0 * * * *'
-  class: 'Captain::Documents::ScheduleSyncsJob'
-  queue: scheduled_jobs

spec/enterprise/controllers/api/v1/accounts/captain/bulk_actions_controller_spec.rb

@@ -19,8 +19,7 @@ RSpec.describe 'Api::V1::Accounts::Captain::BulkActions', type: :request do
       :captain_document,
       2,
       assistant: assistant,
-      account: account,
+      account: account
-      status: :available
     )
   end
 
@@ -116,7 +115,7 @@ RSpec.describe 'Api::V1::Accounts::Captain::BulkActions', type: :request do
         }
       end
 
-      it 'deletes the documents and returns the deleted count' do
+      it 'deletes the documents and returns an empty array' do
         expect do
           post "/api/v1/accounts/#{account.id}/captain/bulk_actions",
                params: document_delete_params,
@@ -125,118 +124,7 @@ RSpec.describe 'Api::V1::Accounts::Captain::BulkActions', type: :request do
         end.to change(Captain::Document, :count).by(-2)
 
         expect(response).to have_http_status(:ok)
-        expect(json_response).to eq({ count: documents.size })
+        expect(json_response).to eq([])
-      end
-    end
-
-    context 'when syncing documents' do
-      let(:sync_params) do
-        {
-          type: 'AssistantDocument',
-          ids: documents.map(&:id),
-          fields: { status: 'sync' }
-        }
-      end
-
-      before { clear_enqueued_jobs }
-
-      it 'queues a sync for each web document and returns the enqueued document ids' do
-        freeze_time do
-          expect do
-            post "/api/v1/accounts/#{account.id}/captain/bulk_actions",
-                 params: sync_params,
-                 headers: admin.create_new_auth_token,
-                 as: :json
-          end.to have_enqueued_job(Captain::Documents::PerformSyncJob).exactly(documents.size).times
-
-          documents.each do |document|
-            expect(document.reload).to have_attributes(
-              sync_status: 'syncing',
-              last_sync_attempted_at: Time.current
-            )
-          end
-        end
-
-        expect(response).to have_http_status(:ok)
-        expect(json_response).to eq({ ids: documents.map(&:id), count: documents.size })
-      end
-
-      it 'skips PDF documents because they are not syncable' do
-        pdf_document = build(:captain_document, assistant: assistant, account: account)
-        pdf_document.pdf_file.attach(io: StringIO.new('PDF content'), filename: 'test.pdf',
-                                     content_type: 'application/pdf')
-        pdf_document.save!
-
-        expect do
-          post "/api/v1/accounts/#{account.id}/captain/bulk_actions",
-               params: sync_params.merge(ids: [pdf_document.id]),
-               headers: admin.create_new_auth_token,
-               as: :json
-        end.not_to have_enqueued_job(Captain::Documents::PerformSyncJob)
-
-        expect(response).to have_http_status(:ok)
-      end
-
-      it 'skips documents that are still being processed' do
-        in_progress_document = create(:captain_document, assistant: assistant, account: account, status: :in_progress)
-
-        expect do
-          post "/api/v1/accounts/#{account.id}/captain/bulk_actions",
-               params: sync_params.merge(ids: [in_progress_document.id]),
-               headers: admin.create_new_auth_token,
-               as: :json
-        end.not_to have_enqueued_job(Captain::Documents::PerformSyncJob)
-
-        expect(response).to have_http_status(:ok)
-      end
-
-      it 'skips documents that already have a sync in progress' do
-        syncing_document = create(:captain_document, assistant: assistant, account: account, status: :available)
-        syncing_document.update!(sync_status: :syncing, last_sync_attempted_at: 1.minute.ago)
-
-        expect do
-          post "/api/v1/accounts/#{account.id}/captain/bulk_actions",
-               params: sync_params.merge(ids: [syncing_document.id]),
-               headers: admin.create_new_auth_token,
-               as: :json
-        end.not_to have_enqueued_job(Captain::Documents::PerformSyncJob)
-
-        expect(response).to have_http_status(:ok)
-      end
-
-      it 'queues stale syncing documents again' do
-        syncing_document = create(:captain_document, assistant: assistant, account: account, status: :available)
-
-        freeze_time do
-          syncing_document.update!(
-            sync_status: :syncing,
-            last_sync_attempted_at: (Captain::Document::SYNC_STALE_TIMEOUT + 1.minute).ago
-          )
-
-          expect do
-            post "/api/v1/accounts/#{account.id}/captain/bulk_actions",
-                 params: sync_params.merge(ids: [syncing_document.id]),
-                 headers: admin.create_new_auth_token,
-                 as: :json
-          end.to have_enqueued_job(Captain::Documents::PerformSyncJob).with(syncing_document)
-
-          expect(syncing_document.reload).to have_attributes(
-            sync_status: 'syncing',
-            last_sync_attempted_at: Time.current
-          )
-        end
-
-        expect(response).to have_http_status(:ok)
-        expect(json_response).to eq({ ids: [syncing_document.id], count: 1 })
-      end
-
-      it 'denies non-administrators' do
-        post "/api/v1/accounts/#{account.id}/captain/bulk_actions",
-             params: sync_params,
-             headers: agent.create_new_auth_token,
-             as: :json
-
-        expect(response).to have_http_status(:unauthorized)
       end
     end
 

spec/enterprise/controllers/api/v1/accounts/captain/documents_controller_spec.rb

@@ -6,7 +6,7 @@ RSpec.describe 'Api::V1::Accounts::Captain::Documents', type: :request do
   let(:agent) { create(:user, account: account, role: :agent) }
   let(:assistant) { create(:captain_assistant, account: account) }
   let(:assistant2) { create(:captain_assistant, account: account) }
-  let(:document) { create(:captain_document, assistant: assistant, account: account, status: :available) }
+  let(:document) { create(:captain_document, assistant: assistant, account: account) }
   let(:captain_limits) do
     {
       :startups => { :documents => 1, :responses => 100 }
@@ -141,27 +141,6 @@ RSpec.describe 'Api::V1::Accounts::Captain::Documents', type: :request do
         expect(json_response[:name]).to eq(document.name)
         expect(json_response[:external_link]).to eq(document.external_link)
       end
-
-      it 'returns sync metadata when the document has been synced' do
-        synced_at = 1.hour.ago
-        document.update!(sync_status: :synced, last_synced_at: synced_at)
-
-        get "/api/v1/accounts/#{account.id}/captain/documents/#{document.id}",
-            headers: agent.create_new_auth_token, as: :json
-
-        expect(json_response[:sync_status]).to eq('synced')
-        expect(json_response[:last_synced_at]).to eq(synced_at.to_i)
-      end
-
-      it 'does not report failed documents without a successful sync as last synced' do
-        document.update!(sync_status: :failed, last_sync_attempted_at: 1.minute.ago)
-
-        get "/api/v1/accounts/#{account.id}/captain/documents/#{document.id}",
-            headers: agent.create_new_auth_token, as: :json
-
-        expect(json_response[:sync_status]).to eq('failed')
-        expect(json_response[:last_synced_at]).to be_nil
-      end
     end
   end
 
@@ -256,98 +235,6 @@ RSpec.describe 'Api::V1::Accounts::Captain::Documents', type: :request do
     end
   end
 
-  describe 'POST /api/v1/accounts/:account_id/captain/documents/:id/sync' do
-    before { clear_enqueued_jobs }
-
-    context 'when it is an un-authenticated user' do
-      it 'returns unauthorized status' do
-        post "/api/v1/accounts/#{account.id}/captain/documents/#{document.id}/sync"
-        expect(response).to have_http_status(:unauthorized)
-      end
-    end
-
-    context 'when it is an agent' do
-      it 'denies the request' do
-        post "/api/v1/accounts/#{account.id}/captain/documents/#{document.id}/sync",
-             headers: agent.create_new_auth_token, as: :json
-
-        expect(response).to have_http_status(:unauthorized)
-      end
-    end
-
-    context 'when it is an admin' do
-      it 'queues a sync and returns accepted' do
-        freeze_time do
-          expect do
-            post "/api/v1/accounts/#{account.id}/captain/documents/#{document.id}/sync",
-                 headers: admin.create_new_auth_token, as: :json
-          end.to have_enqueued_job(Captain::Documents::PerformSyncJob).with(document)
-
-          expect(document.reload).to have_attributes(
-            sync_status: 'syncing',
-            last_sync_attempted_at: Time.current
-          )
-        end
-
-        expect(response).to have_http_status(:accepted)
-      end
-
-      it 'rejects documents that already have a sync in progress' do
-        document.update!(sync_status: :syncing, last_sync_attempted_at: 1.minute.ago)
-
-        expect do
-          post "/api/v1/accounts/#{account.id}/captain/documents/#{document.id}/sync",
-               headers: admin.create_new_auth_token, as: :json
-        end.not_to have_enqueued_job(Captain::Documents::PerformSyncJob)
-
-        expect(response).to have_http_status(:unprocessable_entity)
-      end
-
-      it 'queues stale syncing documents again' do
-        freeze_time do
-          document.update!(sync_status: :syncing, last_sync_attempted_at: (Captain::Document::SYNC_STALE_TIMEOUT + 1.minute).ago)
-
-          expect do
-            post "/api/v1/accounts/#{account.id}/captain/documents/#{document.id}/sync",
-                 headers: admin.create_new_auth_token, as: :json
-          end.to have_enqueued_job(Captain::Documents::PerformSyncJob).with(document)
-
-          expect(document.reload).to have_attributes(
-            sync_status: 'syncing',
-            last_sync_attempted_at: Time.current
-          )
-        end
-
-        expect(response).to have_http_status(:accepted)
-      end
-
-      it 'rejects PDF documents with an explanatory error' do
-        pdf_document = build(:captain_document, assistant: assistant, account: account)
-        pdf_document.pdf_file.attach(io: StringIO.new('PDF content'), filename: 'test.pdf',
-                                     content_type: 'application/pdf')
-        pdf_document.save!
-
-        expect do
-          post "/api/v1/accounts/#{account.id}/captain/documents/#{pdf_document.id}/sync",
-               headers: admin.create_new_auth_token, as: :json
-        end.not_to have_enqueued_job(Captain::Documents::PerformSyncJob)
-
-        expect(response).to have_http_status(:unprocessable_entity)
-      end
-
-      it 'rejects documents that are still being processed' do
-        in_progress_document = create(:captain_document, assistant: assistant, account: account, status: :in_progress)
-
-        expect do
-          post "/api/v1/accounts/#{account.id}/captain/documents/#{in_progress_document.id}/sync",
-               headers: admin.create_new_auth_token, as: :json
-        end.not_to have_enqueued_job(Captain::Documents::PerformSyncJob)
-
-        expect(response).to have_http_status(:unprocessable_entity)
-      end
-    end
-  end
-
   describe 'DELETE /api/v1/accounts/:account_id/captain/documents/:id' do
     context 'when it is an un-authenticated user' do
       before do

spec/enterprise/controllers/api/v1/accounts/conference_controller_spec.rb

@@ -2,7 +2,7 @@ require 'rails_helper'
 
 RSpec.describe Api::V1::Accounts::ConferenceController, type: :request do
   let(:account) { create(:account) }
-  let(:voice_channel) { create(:channel_twilio_sms, :with_voice, account: account) }
+  let(:voice_channel) { create(:channel_voice, account: account) }
   let(:voice_inbox) { voice_channel.inbox }
   let(:conversation) { create(:conversation, account: account, inbox: voice_inbox, identifier: nil) }
   let(:admin) { create(:user, :administrator, account: account) }

spec/enterprise/controllers/enterprise/api/v1/accounts/inboxes_controller_spec.rb

@@ -24,11 +24,6 @@ RSpec.describe 'Enterprise Inboxes API', type: :request do
       end
 
       it 'creates a voice inbox when administrator' do
-        account.enable_features('channel_voice')
-        account.save!
-        stub_request(:get, %r{api\.twilio\.com/2010-04-01/Accounts/.*/IncomingPhoneNumbers\.json})
-          .to_return(status: 200, body: { incoming_phone_numbers: [{ capabilities: { 'voice' => true } }] }.to_json,
-                     headers: { 'Content-Type' => 'application/json' })
         allow(Twilio::VoiceWebhookSetupService).to receive(:new).and_return(instance_double(Twilio::VoiceWebhookSetupService,
                                                                                             perform: "AP#{SecureRandom.hex(16)}"))
 
@@ -39,7 +34,8 @@ RSpec.describe 'Enterprise Inboxes API', type: :request do
                                   provider_config: { account_sid: "AC#{SecureRandom.hex(16)}",
                                                      auth_token: SecureRandom.hex(16),
                                                      api_key_sid: SecureRandom.hex(8),
-                                                     api_key_secret: SecureRandom.hex(16) } } },
+                                                     api_key_secret: SecureRandom.hex(16),
+                                                     twiml_app_sid: "AP#{SecureRandom.hex(16)}" } } },
              as: :json
 
         expect(response).to have_http_status(:success)

spec/enterprise/controllers/enterprise/api/v1/accounts_controller_spec.rb

@@ -5,6 +5,10 @@ RSpec.describe 'Enterprise Billing APIs', type: :request do
   let!(:admin) { create(:user, account: account, role: :administrator) }
   let!(:agent) { create(:user, account: account, role: :agent) }
 
+  before do
+    allow(GlobalConfig).to receive(:get_value).and_call_original
+  end
+
   describe 'POST /enterprise/api/v1/accounts/{account.id}/subscription' do
     context 'when it is an unauthenticated user' do
       it 'returns unauthorized' do
@@ -35,6 +39,21 @@ RSpec.describe 'Enterprise Billing APIs', type: :request do
           expect(account.reload.custom_attributes).to eq({ 'is_creating_customer': true }.with_indifferent_access)
         end
 
+        it 'stores billing attribution from request cookies' do
+          post "/enterprise/api/v1/accounts/#{account.id}/subscription",
+               headers: admin.create_new_auth_token.merge(
+                 'Cookie' => 'datafast_visitor_id=visitor-123; datafast_session_id=session-123'
+               ),
+               as: :json
+
+          expect(account.reload.custom_attributes['billing_attribution']).to eq(
+            {
+              'datafast_visitor_id' => 'visitor-123',
+              'datafast_session_id' => 'session-123'
+            }
+          )
+        end
+
         it 'does not enqueue a job if a job is already enqueued' do
           account.update!(custom_attributes: { is_creating_customer: true })
 
@@ -79,6 +98,10 @@ RSpec.describe 'Enterprise Billing APIs', type: :request do
       end
 
       context 'when it is an admin and the stripe customer id is not present' do
+        before do
+          allow(GlobalConfig).to receive(:get_value).with('DEPLOYMENT_ENV').and_return('cloud')
+        end
+
         it 'returns error' do
           post "/enterprise/api/v1/accounts/#{account.id}/checkout",
                headers: admin.create_new_auth_token,
@@ -91,6 +114,10 @@ RSpec.describe 'Enterprise Billing APIs', type: :request do
       end
 
       context 'when it is an admin and the stripe customer is present' do
+        before do
+          allow(GlobalConfig).to receive(:get_value).with('DEPLOYMENT_ENV').and_return('cloud')
+        end
+
         it 'calls create session' do
           account.update!(custom_attributes: { 'stripe_customer_id': 'cus_random_string' })
 
@@ -122,8 +149,8 @@ RSpec.describe 'Enterprise Billing APIs', type: :request do
 
     context 'when it is an authenticated user' do
       before do
-        InstallationConfig.where(name: 'DEPLOYMENT_ENV').first_or_create(value: 'cloud')
+        allow(GlobalConfig).to receive(:get_value).with('DEPLOYMENT_ENV').and_return('cloud')
-        InstallationConfig.where(name: 'CHATWOOT_CLOUD_PLANS').first_or_create(value: [{ 'name': 'Hacker' }])
+        InstallationConfig.where(name: 'CHATWOOT_CLOUD_PLANS').first_or_initialize.update!(value: [{ 'name' => 'Hacker' }])
       end
 
       context 'when it is an agent' do
@@ -158,8 +185,8 @@ RSpec.describe 'Enterprise Billing APIs', type: :request do
         before do
           create(:conversation, account: account)
           create(:channel_api, account: account)
-          InstallationConfig.where(name: 'DEPLOYMENT_ENV').first_or_create(value: 'cloud')
+          allow(GlobalConfig).to receive(:get_value).with('DEPLOYMENT_ENV').and_return('cloud')
-          InstallationConfig.where(name: 'CHATWOOT_CLOUD_PLANS').first_or_create(value: [{ 'name': 'Hacker' }])
+          InstallationConfig.where(name: 'CHATWOOT_CLOUD_PLANS').first_or_initialize.update!(value: [{ 'name' => 'Hacker' }])
         end
 
         it 'returns the limits if the plan is default' do
@@ -252,10 +279,12 @@ RSpec.describe 'Enterprise Billing APIs', type: :request do
     let(:stripe_invoice) { Struct.new(:id).new('inv_test123') }
 
     before do
-      create(:installation_config, name: 'CHATWOOT_CLOUD_PLANS', value: [
+      InstallationConfig.where(name: 'CHATWOOT_CLOUD_PLANS').first_or_initialize.update!(
-               { 'name' => 'Hacker', 'product_id' => ['prod_hacker'], 'price_ids' => ['price_hacker'] },
+        value: [
-               { 'name' => 'Business', 'product_id' => ['prod_business'], 'price_ids' => ['price_business'] }
+          { 'name' => 'Hacker', 'product_id' => ['prod_hacker'], 'price_ids' => ['price_hacker'] },
-             ])
+          { 'name' => 'Business', 'product_id' => ['prod_business'], 'price_ids' => ['price_business'] }
+        ]
+      )
     end
 
     it 'returns unauthorized for unauthenticated user' do
@@ -341,7 +370,7 @@ RSpec.describe 'Enterprise Billing APIs', type: :request do
       context 'when deployment environment is not cloud' do
         before do
           # Set deployment environment to something other than cloud
-          InstallationConfig.where(name: 'DEPLOYMENT_ENV').first_or_create(value: 'self_hosted')
+          allow(GlobalConfig).to receive(:get_value).with('DEPLOYMENT_ENV').and_return('self_hosted')
         end
 
         it 'returns not found' do
@@ -358,7 +387,7 @@ RSpec.describe 'Enterprise Billing APIs', type: :request do
       context 'when it is an admin' do
         before do
           # Create the installation config for cloud environment
-          InstallationConfig.where(name: 'DEPLOYMENT_ENV').first_or_initialize.update!(value: 'cloud')
+          allow(GlobalConfig).to receive(:get_value).with('DEPLOYMENT_ENV').and_return('cloud')
         end
 
         it 'marks the account for deletion when action is delete' do

spec/enterprise/controllers/twilio/voice_controller_spec.rb

@@ -4,7 +4,7 @@ require 'rails_helper'
 
 RSpec.describe 'Twilio::VoiceController', type: :request do
   let(:account) { create(:account) }
-  let(:channel) { create(:channel_twilio_sms, :with_voice, account: account, phone_number: '+15551230003') }
+  let(:channel) { create(:channel_voice, account: account, phone_number: '+15551230003') }
   let(:inbox) { channel.inbox }
   let(:digits) { channel.phone_number.delete_prefix('+') }
 

spec/enterprise/jobs/captain/documents/schedule_syncs_job_spec.rb

@@ -1,217 +0,0 @@
-require 'rails_helper'
-
-RSpec.describe Captain::Documents::ScheduleSyncsJob, type: :job do
-  let(:account) { create(:account, custom_attributes: { plan_name: 'business' }) }
-  let(:assistant) { create(:captain_assistant, account: account) }
-
-  before do
-    account.enable_features!('captain_document_auto_sync')
-    clear_enqueued_jobs
-  end
-
-  context 'when the account has not enabled auto-sync' do
-    before { account.disable_features!('captain_document_auto_sync') }
-
-    it 'leaves available documents alone' do
-      create(:captain_document, assistant: assistant, account: account, status: :available)
-      clear_enqueued_jobs
-
-      expect { described_class.new.perform }.not_to have_enqueued_job(Captain::Documents::PerformSyncJob)
-    end
-  end
-
-  context 'when the account plan has no sync cadence' do
-    let(:account) { create(:account, custom_attributes: { plan_name: 'hacker' }) }
-
-    it 'leaves available documents alone' do
-      create(:captain_document, assistant: assistant, account: account, status: :available)
-      clear_enqueued_jobs
-
-      expect { described_class.new.perform }.not_to have_enqueued_job(Captain::Documents::PerformSyncJob)
-    end
-  end
-
-  context 'when an available document has backfilled sync metadata' do
-    it 'leaves it alone when last synced within the plan cadence' do
-      create(
-        :captain_document,
-        assistant: assistant,
-        account: account,
-        status: :available,
-        sync_status: :synced,
-        last_synced_at: 1.hour.ago
-      )
-      clear_enqueued_jobs
-
-      expect { described_class.new.perform }.not_to have_enqueued_job(Captain::Documents::PerformSyncJob)
-    end
-
-    it 'queues a sync when last synced before the plan cadence' do
-      document = create(
-        :captain_document,
-        assistant: assistant,
-        account: account,
-        status: :available,
-        sync_status: :synced,
-        last_synced_at: 3.days.ago
-      )
-      clear_enqueued_jobs
-
-      expect { described_class.new.perform }
-        .to have_enqueued_job(Captain::Documents::PerformSyncJob).with(document)
-    end
-
-    it 'marks the due document as syncing before queueing' do
-      document = create(
-        :captain_document,
-        assistant: assistant,
-        account: account,
-        status: :available,
-        sync_status: :synced,
-        last_synced_at: 3.days.ago
-      )
-      clear_enqueued_jobs
-
-      travel_to Time.zone.local(2026, 4, 27, 10, 0, 0) do
-        described_class.new.perform
-
-        expect(document.reload).to have_attributes(
-          sync_status: 'syncing',
-          last_sync_attempted_at: Time.current
-        )
-      end
-    end
-
-    it 'does not queue the same document again while the reserved sync is fresh' do
-      document = create(
-        :captain_document,
-        assistant: assistant,
-        account: account,
-        status: :available,
-        sync_status: :synced,
-        last_synced_at: 2.days.ago
-      )
-      clear_enqueued_jobs
-
-      expect { described_class.new.perform }
-        .to have_enqueued_job(Captain::Documents::PerformSyncJob).with(document)
-
-      clear_enqueued_jobs
-
-      expect { described_class.new.perform }.not_to have_enqueued_job(Captain::Documents::PerformSyncJob)
-    end
-  end
-
-  context 'when an available document was synced within the plan cadence' do
-    it 'leaves it alone' do
-      document = create(:captain_document, assistant: assistant, account: account, status: :available)
-      document.update!(sync_status: :synced, last_synced_at: 1.hour.ago, last_sync_attempted_at: 1.hour.ago)
-      clear_enqueued_jobs
-
-      expect { described_class.new.perform }.not_to have_enqueued_job(Captain::Documents::PerformSyncJob)
-    end
-  end
-
-  context 'when an available document was last synced before the plan cadence' do
-    it 'queues a sync for that document' do
-      document = create(:captain_document, assistant: assistant, account: account, status: :available)
-      document.update!(sync_status: :synced, last_synced_at: 2.days.ago, last_sync_attempted_at: 2.days.ago)
-      clear_enqueued_jobs
-
-      expect { described_class.new.perform }
-        .to have_enqueued_job(Captain::Documents::PerformSyncJob).with(document)
-    end
-  end
-
-  context 'when more documents are due than the account cap allows' do
-    before do
-      stub_const("#{described_class}::PER_ACCOUNT_HOURLY_CAP", 2)
-    end
-
-    it 'queues backfilled and oldest-attempted documents first' do
-      newest_document = create(:captain_document, assistant: assistant, account: account, status: :available)
-      oldest_document = create(:captain_document, assistant: assistant, account: account, status: :available)
-      backfilled_document = create(:captain_document, assistant: assistant, account: account, status: :available)
-
-      newest_document.update!(sync_status: :synced, last_synced_at: 2.days.ago, last_sync_attempted_at: 2.days.ago)
-      oldest_document.update!(sync_status: :synced, last_synced_at: 3.days.ago, last_sync_attempted_at: 3.days.ago)
-      backfilled_document.update!(sync_status: :synced, last_synced_at: 4.days.ago, last_sync_attempted_at: nil)
-      clear_enqueued_jobs
-
-      expect { described_class.new.perform }
-        .to have_enqueued_job(Captain::Documents::PerformSyncJob).with(backfilled_document)
-        .and have_enqueued_job(Captain::Documents::PerformSyncJob).with(oldest_document)
-      expect(Captain::Documents::PerformSyncJob).not_to have_been_enqueued.with(newest_document)
-    end
-  end
-
-  context 'when an available document failed before the plan cadence' do
-    it 'queues a sync for that document' do
-      document = create(:captain_document, assistant: assistant, account: account, status: :available)
-      document.update!(sync_status: :failed, last_sync_attempted_at: 2.days.ago)
-      clear_enqueued_jobs
-
-      expect { described_class.new.perform }
-        .to have_enqueued_job(Captain::Documents::PerformSyncJob).with(document)
-    end
-  end
-
-  context 'when a document is stuck in syncing past the scheduler stale timeout' do
-    it 'requeues a sync to recover the lock' do
-      document = create(:captain_document, assistant: assistant, account: account, status: :available)
-      document.update!(
-        sync_status: :syncing,
-        last_sync_attempted_at: (described_class::SYNC_STALE_TIMEOUT + 1.minute).ago
-      )
-      clear_enqueued_jobs
-
-      expect { described_class.new.perform }
-        .to have_enqueued_job(Captain::Documents::PerformSyncJob).with(document)
-    end
-  end
-
-  context 'when a document has been queued longer than the worker lock timeout' do
-    it 'leaves it alone so queue lag is not treated as a dead worker' do
-      document = create(:captain_document, assistant: assistant, account: account, status: :available)
-      document.update!(
-        sync_status: :syncing,
-        last_sync_attempted_at: (Captain::Documents::PerformSyncJob::LOCK_TIMEOUT + 1.minute).ago
-      )
-      clear_enqueued_jobs
-
-      expect { described_class.new.perform }.not_to have_enqueued_job(Captain::Documents::PerformSyncJob)
-    end
-  end
-
-  context 'when a document is currently syncing within the scheduler stale timeout' do
-    it 'leaves it alone so the holder can finish' do
-      document = create(:captain_document, assistant: assistant, account: account, status: :available)
-      document.update!(sync_status: :syncing, last_sync_attempted_at: 1.minute.ago)
-      clear_enqueued_jobs
-
-      expect { described_class.new.perform }.not_to have_enqueued_job(Captain::Documents::PerformSyncJob)
-    end
-  end
-
-  context 'when the only eligible document is a PDF' do
-    it 'leaves it alone since PDFs are not syncable' do
-      pdf_document = build(:captain_document, assistant: assistant, account: account, status: :available)
-      pdf_document.pdf_file.attach(io: StringIO.new('PDF content'), filename: 'test.pdf',
-                                   content_type: 'application/pdf')
-      pdf_document.save!
-      clear_enqueued_jobs
-
-      expect { described_class.new.perform }.not_to have_enqueued_job(Captain::Documents::PerformSyncJob)
-    end
-  end
-
-  context 'when an in-progress (still crawling) document is past the cadence' do
-    it 'leaves it alone since only available documents are eligible' do
-      document = create(:captain_document, assistant: assistant, account: account, status: :in_progress)
-      document.update!(last_sync_attempted_at: 2.days.ago)
-      clear_enqueued_jobs
-
-      expect { described_class.new.perform }.not_to have_enqueued_job(Captain::Documents::PerformSyncJob)
-    end
-  end
-end

spec/enterprise/jobs/captain/tools/firecrawl_parser_job_spec.rb

@@ -15,22 +15,17 @@ RSpec.describe Captain::Tools::FirecrawlParserJob, type: :job do
     end
 
     it 'creates a new document when one does not exist' do
-      freeze_time do
+      expect do
-        expect do
+        described_class.perform_now(assistant_id: assistant.id, payload: payload)
-          described_class.perform_now(assistant_id: assistant.id, payload: payload)
+      end.to change(assistant.documents, :count).by(1)
-        end.to change(assistant.documents, :count).by(1)
 
-        document = assistant.documents.last
+      document = assistant.documents.last
-        expect(document).to have_attributes(
+      expect(document).to have_attributes(
-          content: payload[:markdown],
+        content: payload[:markdown],
-          name: payload[:metadata]['title'],
+        name: payload[:metadata]['title'],
-          external_link: 'https://www.firecrawl.dev',
+        external_link: 'https://www.firecrawl.dev',
-          status: 'available',
+        status: 'available'
-          sync_status: 'synced',
+      )
-          last_synced_at: Time.current,
-          last_sync_attempted_at: Time.current
-        )
-      end
     end
 
     it 'updates existing document when one exists' do
@@ -42,23 +37,18 @@ RSpec.describe Captain::Tools::FirecrawlParserJob, type: :job do
                                  name: 'old title',
                                  status: :in_progress)
 
-      freeze_time do
+      expect do
-        expect do
+        described_class.perform_now(assistant_id: assistant.id, payload: payload)
-          described_class.perform_now(assistant_id: assistant.id, payload: payload)
+      end.not_to change(assistant.documents, :count)
-        end.not_to change(assistant.documents, :count)
 
-        existing_document.reload
+      existing_document.reload
-        # Payload URL ends with '/', but we persist the canonical URL without it.
+      # Payload URL ends with '/', but we persist the canonical URL without it.
-        expect(existing_document).to have_attributes(
+      expect(existing_document).to have_attributes(
-          external_link: 'https://www.firecrawl.dev',
+        external_link: 'https://www.firecrawl.dev',
-          content: payload[:markdown],
+        content: payload[:markdown],
-          name: payload[:metadata]['title'],
+        name: payload[:metadata]['title'],
-          status: 'available',
+        status: 'available'
-          sync_status: 'synced',
+      )
-          last_synced_at: Time.current,
-          last_sync_attempted_at: Time.current
-        )
-      end
     end
 
     context 'when an error occurs' do

spec/enterprise/jobs/captain/tools/simple_page_crawl_parser_job_spec.rb

@@ -14,28 +14,20 @@ RSpec.describe Captain::Tools::SimplePageCrawlParserJob, type: :job do
         .and_return(crawler)
 
       allow(crawler).to receive(:page_title).and_return(page_title)
-      allow(crawler).to receive(:body_markdown).and_return(content)
+      allow(crawler).to receive(:body_text_content).and_return(content)
-      allow(crawler).to receive(:success?).and_return(true)
     end
 
     context 'when the page is successfully crawled' do
       it 'creates a new document if one does not exist' do
-        freeze_time do
+        expect do
-          expect do
+          described_class.perform_now(assistant_id: assistant.id, page_link: page_link)
-            described_class.perform_now(assistant_id: assistant.id, page_link: page_link)
+        end.to change(assistant.documents, :count).by(1)
-          end.to change(assistant.documents, :count).by(1)
 
-          document = assistant.documents.last
+        document = assistant.documents.last
-          expect(document.external_link).to eq('https://example.com/page')
+        expect(document.external_link).to eq('https://example.com/page')
-          expect(document.name).to eq(page_title)
+        expect(document.name).to eq(page_title)
-          expect(document.content).to eq(content)
+        expect(document.content).to eq(content)
-          expect(document).to have_attributes(
+        expect(document.status).to eq('available')
-            status: 'available',
-            sync_status: 'synced',
-            last_synced_at: Time.current,
-            last_sync_attempted_at: Time.current
-          )
-        end
       end
 
       it 'updates existing document if one exists' do
@@ -45,21 +37,14 @@ RSpec.describe Captain::Tools::SimplePageCrawlParserJob, type: :job do
                                    name: 'Old Title',
                                    content: 'Old content')
 
-        freeze_time do
+        expect do
-          expect do
+          described_class.perform_now(assistant_id: assistant.id, page_link: page_link)
-            described_class.perform_now(assistant_id: assistant.id, page_link: page_link)
+        end.not_to change(assistant.documents, :count)
-          end.not_to change(assistant.documents, :count)
 
-          existing_document.reload
+        existing_document.reload
-          expect(existing_document.name).to eq(page_title)
+        expect(existing_document.name).to eq(page_title)
-          expect(existing_document.content).to eq(content)
+        expect(existing_document.content).to eq(content)
-          expect(existing_document).to have_attributes(
+        expect(existing_document.status).to eq('available')
-            status: 'available',
-            sync_status: 'synced',
-            last_synced_at: Time.current,
-            last_sync_attempted_at: Time.current
-          )
-        end
       end
 
       context 'when title or content exceed maximum length' do
@@ -68,7 +53,7 @@ RSpec.describe Captain::Tools::SimplePageCrawlParserJob, type: :job do
 
         before do
           allow(crawler).to receive(:page_title).and_return(long_title)
-          allow(crawler).to receive(:body_markdown).and_return(long_content)
+          allow(crawler).to receive(:body_text_content).and_return(long_content)
         end
 
         it 'truncates the title and content' do
@@ -93,82 +78,10 @@ RSpec.describe Captain::Tools::SimplePageCrawlParserJob, type: :job do
       end
     end
 
-    context 'when the page fetch fails' do
-      before do
-        allow(crawler).to receive(:success?).and_return(false)
-        allow(crawler).to receive(:status_code).and_return(500)
-      end
-
-      it 'raises an error without creating an available document' do
-        expect do
-          described_class.perform_now(assistant_id: assistant.id, page_link: page_link)
-        end.to raise_error("Failed to parse data: #{page_link} Failed to fetch page: #{page_link}")
-          .and not_change(assistant.documents, :count)
-      end
-
-      it 'marks an existing document as available and failed' do
-        document = create(
-          :captain_document,
-          assistant: assistant,
-          account: assistant.account,
-          external_link: 'https://example.com/page',
-          status: :in_progress
-        )
-
-        freeze_time do
-          expect do
-            described_class.perform_now(assistant_id: assistant.id, page_link: page_link)
-          end.to raise_error("Failed to parse data: #{page_link} Failed to fetch page: #{page_link}")
-
-          expect(document.reload).to have_attributes(
-            status: 'available',
-            sync_status: 'failed',
-            last_sync_error_code: 'fetch_failed',
-            last_sync_attempted_at: Time.current
-          )
-        end
-      end
-
-      context 'when the failure is permanent' do
-        before do
-          allow(crawler).to receive(:status_code).and_return(404)
-        end
-
-        it 'does not retry a discovered link that was never persisted' do
-          expect do
-            described_class.perform_now(assistant_id: assistant.id, page_link: page_link)
-          end.not_to change(assistant.documents, :count)
-        end
-
-        it 'marks an existing document as available and failed without raising' do
-          document = create(
-            :captain_document,
-            assistant: assistant,
-            account: assistant.account,
-            external_link: 'https://example.com/page',
-            status: :in_progress
-          )
-
-          freeze_time do
-            expect do
-              described_class.perform_now(assistant_id: assistant.id, page_link: page_link)
-            end.not_to raise_error
-
-            expect(document.reload).to have_attributes(
-              status: 'available',
-              sync_status: 'failed',
-              last_sync_error_code: 'not_found',
-              last_sync_attempted_at: Time.current
-            )
-          end
-        end
-      end
-    end
-
     context 'when title and content are nil' do
       before do
         allow(crawler).to receive(:page_title).and_return(nil)
-        allow(crawler).to receive(:body_markdown).and_return(nil)
+        allow(crawler).to receive(:body_text_content).and_return(nil)
       end
 
       it 'creates document with empty strings and updates the status to available' do

spec/enterprise/models/account_spec.rb

@@ -222,51 +222,6 @@ RSpec.describe Account, type: :model do
     end
   end
 
-  describe 'captain document sync cadence' do
-    let(:account) { create(:account) }
-
-    it 'has no cadence on the hacker plan' do
-      account.update!(custom_attributes: { plan_name: 'hacker' })
-      expect(account.captain_document_sync_interval).to be_nil
-    end
-
-    it 'syncs weekly on the startups plan' do
-      account.update!(custom_attributes: { plan_name: 'startups' })
-      expect(account.captain_document_sync_interval).to eq(7.days)
-    end
-
-    it 'syncs daily on the business plan' do
-      account.update!(custom_attributes: { plan_name: 'business' })
-      expect(account.captain_document_sync_interval).to eq(1.day)
-    end
-
-    it 'syncs every six hours on the enterprise plan' do
-      account.update!(custom_attributes: { plan_name: 'enterprise' })
-      expect(account.captain_document_sync_interval).to eq(6.hours)
-    end
-
-    it 'has no cadence when plan is missing' do
-      account.update!(custom_attributes: {})
-      expect(account.captain_document_sync_interval).to be_nil
-    end
-
-    it 'has no cadence for unknown plans' do
-      account.update!(custom_attributes: { plan_name: 'mystery' })
-      expect(account.captain_document_sync_interval).to be_nil
-    end
-
-    it 'normalizes plan name casing' do
-      account.update!(custom_attributes: { plan_name: 'Business' })
-      expect(account.captain_document_sync_interval).to eq(1.day)
-    end
-
-    it 'syncs every six hours on self-hosted enterprise installs without a plan_name' do
-      allow(ChatwootApp).to receive(:self_hosted_enterprise?).and_return(true)
-      account.update!(custom_attributes: {})
-      expect(account.captain_document_sync_interval).to eq(6.hours)
-    end
-  end
-
   describe 'account deletion' do
     let(:account) { create(:account) }
     let(:admin) { create(:user, account: account, role: :administrator) }

spec/enterprise/models/channel/twilio_sms_voice_spec.rb

@@ -1,103 +0,0 @@
-# frozen_string_literal: true
-
-require 'rails_helper'
-
-RSpec.describe Channel::TwilioSms do
-  let(:account) { create(:account) }
-  let(:twiml_app_sid) { 'AP1234567890abcdef' }
-
-  before do
-    allow(Twilio::VoiceWebhookSetupService).to receive(:new).and_return(instance_double(Twilio::VoiceWebhookSetupService, perform: twiml_app_sid))
-  end
-
-  describe 'factory' do
-    it 'has a valid :with_voice factory' do
-      channel = create(:channel_twilio_sms, :with_voice, account: account)
-      expect(channel).to be_valid
-      expect(channel.voice_enabled?).to be true
-    end
-  end
-
-  describe 'validations' do
-    it 'requires a phone number when voice is enabled' do
-      channel = build(:channel_twilio_sms, :with_voice, account: account, phone_number: nil)
-      channel.valid?
-      expect(channel.errors[:base]).to include('Voice calling requires a phone number and cannot be used with messaging service SID')
-    end
-  end
-
-  describe '#voice_enabled?' do
-    it 'returns true when voice_enabled is set' do
-      channel = create(:channel_twilio_sms, :with_voice, account: account)
-      expect(channel.voice_enabled?).to be true
-    end
-
-    it 'returns false by default' do
-      channel = create(:channel_twilio_sms, account: account)
-      expect(channel.voice_enabled?).to be false
-    end
-  end
-
-  describe '#voice_call_webhook_url' do
-    it 'returns the webhook URL based on phone number' do
-      channel = create(:channel_twilio_sms, :with_voice)
-      digits = channel.phone_number.delete_prefix('+')
-      expect(channel.voice_call_webhook_url).to include(digits)
-    end
-  end
-
-  describe '#voice_status_webhook_url' do
-    it 'returns the status webhook URL based on phone number' do
-      channel = create(:channel_twilio_sms, :with_voice)
-      digits = channel.phone_number.delete_prefix('+')
-      expect(channel.voice_status_webhook_url).to include(digits)
-    end
-  end
-
-  describe 'provisioning on create' do
-    it 'stores twiml_app_sid from the webhook setup service' do
-      stub_request(:get, %r{api\.twilio\.com/2010-04-01/Accounts/.*/IncomingPhoneNumbers\.json})
-        .to_return(status: 200, body: { incoming_phone_numbers: [{ capabilities: { 'voice' => true } }] }.to_json,
-                   headers: { 'Content-Type' => 'application/json' })
-      channel = create(:channel_twilio_sms, :with_voice, twiml_app_sid: nil)
-      expect(channel.twiml_app_sid).to eq(twiml_app_sid)
-    end
-  end
-
-  describe 'teardown on disable' do
-    let(:channel) { create(:channel_twilio_sms, :with_voice, account: account) }
-    let(:app_context) { instance_double(Twilio::REST::Api::V2010::AccountContext::ApplicationContext) }
-    let(:twilio_client) { instance_double(Twilio::REST::Client) }
-    let(:numbers_list) { instance_double(Twilio::REST::Api::V2010::AccountContext::IncomingPhoneNumberList) }
-
-    before do
-      allow(Twilio::REST::Client).to receive(:new).and_return(twilio_client)
-      allow(twilio_client).to receive(:applications).with(channel.twiml_app_sid).and_return(app_context)
-      allow(app_context).to receive(:delete)
-      allow(twilio_client).to receive(:incoming_phone_numbers).and_return(numbers_list)
-      allow(numbers_list).to receive(:list).with(phone_number: channel.phone_number).and_return([])
-    end
-
-    it 'deletes the TwiML app and clears twiml_app_sid' do
-      original_twiml_sid = channel.twiml_app_sid
-      channel.update!(voice_enabled: false)
-
-      expect(twilio_client).to have_received(:applications).with(original_twiml_sid)
-      expect(app_context).to have_received(:delete)
-      expect(channel.reload.twiml_app_sid).to be_nil
-    end
-
-    it 'preserves api_key_sid and api_key_secret' do
-      channel.update!(voice_enabled: false)
-      expect(channel.reload.api_key_sid).to be_present
-      expect(channel.reload.api_key_secret).to be_present
-    end
-
-    it 'does not fail if Twilio API errors' do
-      allow(app_context).to receive(:delete).and_raise(StandardError.new('Not found'))
-
-      expect { channel.update!(voice_enabled: false) }.not_to raise_error
-      expect(channel.reload.twiml_app_sid).to be_nil
-    end
-  end
-end

spec/enterprise/models/channel/voice_spec.rb

@@ -0,0 +1,79 @@
+# frozen_string_literal: true
+
+require 'rails_helper'
+
+RSpec.describe Channel::Voice do
+  let(:twiml_app_sid) { 'AP1234567890abcdef' }
+  let(:channel) { create(:channel_voice) }
+
+  before do
+    allow(Twilio::VoiceWebhookSetupService).to receive(:new).and_return(instance_double(Twilio::VoiceWebhookSetupService, perform: twiml_app_sid))
+  end
+
+  it 'has a valid factory' do
+    expect(channel).to be_valid
+  end
+
+  describe 'validations' do
+    it 'validates presence of provider_config' do
+      channel.provider_config = nil
+      expect(channel).not_to be_valid
+      expect(channel.errors[:provider_config]).to include("can't be blank")
+    end
+
+    it 'validates presence of account_sid in provider_config' do
+      channel.provider_config = { auth_token: 'token' }
+      expect(channel).not_to be_valid
+      expect(channel.errors[:provider_config]).to include('account_sid is required for Twilio provider')
+    end
+
+    it 'validates presence of auth_token in provider_config' do
+      channel.provider_config = { account_sid: 'sid' }
+      expect(channel).not_to be_valid
+      expect(channel.errors[:provider_config]).to include('auth_token is required for Twilio provider')
+    end
+
+    it 'validates presence of api_key_sid in provider_config' do
+      channel.provider_config = { account_sid: 'sid', auth_token: 'token' }
+      expect(channel).not_to be_valid
+      expect(channel.errors[:provider_config]).to include('api_key_sid is required for Twilio provider')
+    end
+
+    it 'validates presence of api_key_secret in provider_config' do
+      channel.provider_config = { account_sid: 'sid', auth_token: 'token', api_key_sid: 'key' }
+      expect(channel).not_to be_valid
+      expect(channel.errors[:provider_config]).to include('api_key_secret is required for Twilio provider')
+    end
+
+    it 'validates presence of twiml_app_sid in provider_config' do
+      channel.provider_config = { account_sid: 'sid', auth_token: 'token', api_key_sid: 'key', api_key_secret: 'secret' }
+      expect(channel).not_to be_valid
+      expect(channel.errors[:provider_config]).to include('twiml_app_sid is required for Twilio provider')
+    end
+
+    it 'is valid with all required provider_config fields' do
+      channel.provider_config = {
+        account_sid: 'test_sid',
+        auth_token: 'test_token',
+        api_key_sid: 'test_key',
+        api_key_secret: 'test_secret',
+        twiml_app_sid: 'test_app_sid'
+      }
+      expect(channel).to be_valid
+    end
+  end
+
+  describe '#name' do
+    it 'returns Voice with phone number' do
+      expect(channel.name).to include('Voice')
+      expect(channel.name).to include(channel.phone_number)
+    end
+  end
+
+  describe 'provisioning on create' do
+    it 'stores twiml_app_sid in provider_config' do
+      ch = create(:channel_voice)
+      expect(ch.provider_config.with_indifferent_access[:twiml_app_sid]).to eq(twiml_app_sid)
+    end
+  end
+end

spec/enterprise/policies/captain/assistant_policy_spec.rb

@@ -1,34 +0,0 @@
-# frozen_string_literal: true
-
-require 'rails_helper'
-
-RSpec.describe Captain::AssistantPolicy, type: :policy do
-  subject(:assistant_policy) { described_class }
-
-  let(:account) { create(:account) }
-  let(:administrator) { create(:user, :administrator, account: account) }
-  let(:agent) { create(:user, account: account) }
-  let(:assistant) { create(:captain_assistant, account: account) }
-  let(:administrator_context) { { user: administrator, account: account, account_user: account.account_users.first } }
-  let(:agent_context) { { user: agent, account: account, account_user: account.account_users.first } }
-
-  permissions :index?, :show?, :playground? do
-    context 'when administrator' do
-      it { expect(assistant_policy).to permit(administrator_context, assistant) }
-    end
-
-    context 'when agent' do
-      it { expect(assistant_policy).to permit(agent_context, assistant) }
-    end
-  end
-
-  permissions :tools?, :create?, :update?, :destroy?, :sync? do
-    context 'when administrator' do
-      it { expect(assistant_policy).to permit(administrator_context, assistant) }
-    end
-
-    context 'when agent' do
-      it { expect(assistant_policy).not_to permit(agent_context, assistant) }
-    end
-  end
-end

spec/enterprise/services/captain/onboarding/website_analyzer_service_spec.rb

@@ -29,7 +29,7 @@ RSpec.describe Captain::Onboarding::WebsiteAnalyzerService do
   describe '#analyze' do
     context 'when website content is available and LLM call is successful' do
       before do
-        allow(mock_crawler).to receive(:body_markdown).and_return('Welcome to Example Corp')
+        allow(mock_crawler).to receive(:body_text_content).and_return('Welcome to Example Corp')
         allow(mock_crawler).to receive(:page_title).and_return('Example Corp - Home')
         allow(mock_crawler).to receive(:meta_description).and_return('Leading provider of business solutions')
         allow(mock_crawler).to receive(:favicon_url).and_return('https://example.com/favicon.ico')
@@ -56,7 +56,7 @@ RSpec.describe Captain::Onboarding::WebsiteAnalyzerService do
 
     context 'when website content fetch raises an error' do
       before do
-        allow(mock_crawler).to receive(:body_markdown).and_raise(StandardError, 'Network error')
+        allow(mock_crawler).to receive(:body_text_content).and_raise(StandardError, 'Network error')
       end
 
       it 'returns error response' do
@@ -69,7 +69,7 @@ RSpec.describe Captain::Onboarding::WebsiteAnalyzerService do
 
     context 'when website content is empty' do
       before do
-        allow(mock_crawler).to receive(:body_markdown).and_return('')
+        allow(mock_crawler).to receive(:body_text_content).and_return('')
         allow(mock_crawler).to receive(:page_title).and_return('')
         allow(mock_crawler).to receive(:meta_description).and_return('')
       end
@@ -84,7 +84,7 @@ RSpec.describe Captain::Onboarding::WebsiteAnalyzerService do
 
     context 'when LLM call fails' do
       before do
-        allow(mock_crawler).to receive(:body_markdown).and_return('Welcome to Example Corp')
+        allow(mock_crawler).to receive(:body_text_content).and_return('Welcome to Example Corp')
         allow(mock_crawler).to receive(:page_title).and_return('Example Corp - Home')
         allow(mock_crawler).to receive(:meta_description).and_return('Leading provider of business solutions')
         allow(mock_crawler).to receive(:favicon_url).and_return('https://example.com/favicon.ico')
@@ -103,7 +103,7 @@ RSpec.describe Captain::Onboarding::WebsiteAnalyzerService do
       let(:invalid_response) { instance_double(RubyLLM::Message, content: 'not valid json') }
 
       before do
-        allow(mock_crawler).to receive(:body_markdown).and_return('Welcome to Example Corp')
+        allow(mock_crawler).to receive(:body_text_content).and_return('Welcome to Example Corp')
         allow(mock_crawler).to receive(:page_title).and_return('Example Corp - Home')
         allow(mock_crawler).to receive(:meta_description).and_return('Leading provider of business solutions')
         allow(mock_crawler).to receive(:favicon_url).and_return('https://example.com/favicon.ico')
@@ -122,7 +122,7 @@ RSpec.describe Captain::Onboarding::WebsiteAnalyzerService do
       let(:website_url) { 'example.com' }
 
       before do
-        allow(mock_crawler).to receive(:body_markdown).and_return('Welcome')
+        allow(mock_crawler).to receive(:body_text_content).and_return('Welcome')
         allow(mock_crawler).to receive(:page_title).and_return('Example')
         allow(mock_crawler).to receive(:meta_description).and_return('Description')
         allow(mock_crawler).to receive(:favicon_url).and_return(nil)

spec/enterprise/services/captain/tools/firecrawl_service_spec.rb

@@ -33,7 +33,7 @@ RSpec.describe Captain::Tools::FirecrawlService do
       end
 
       it 'raises an error' do
-        expect { described_class.new }.to raise_error('Missing API key')
+        expect { described_class.new }.to raise_error(NoMethodError)
       end
     end
 

spec/enterprise/services/captain/tools/simple_page_crawl_service_spec.rb

@@ -36,31 +36,6 @@ RSpec.describe Captain::Tools::SimplePageCrawlService do
     end
   end
 
-  describe '#success?' do
-    context 'when the fetch succeeds' do
-      before do
-        stub_request(:get, base_url)
-          .to_return(status: 200, body: '<html><head><title>Example Page</title></head></html>')
-      end
-
-      it 'returns true' do
-        expect(service.success?).to be(true)
-        expect(service.status_code).to eq(200)
-      end
-    end
-
-    context 'when the fetch returns a non-success response' do
-      before do
-        stub_request(:get, base_url).to_return(status: 404, body: 'Not found')
-      end
-
-      it 'returns false and exposes the status code' do
-        expect(service.success?).to be(false)
-        expect(service.status_code).to eq(404)
-      end
-    end
-  end
-
   describe '#page_links' do
     context 'with HTML page' do
       let(:html_content) do
@@ -120,7 +95,7 @@ RSpec.describe Captain::Tools::SimplePageCrawlService do
     end
   end
 
-  describe '#body_markdown' do
+  describe '#body_text_content' do
     let(:html_content) do
       <<~HTML
         <html>
@@ -142,7 +117,7 @@ RSpec.describe Captain::Tools::SimplePageCrawlService do
     end
 
     it 'converts body content to markdown' do
-      expect(service.body_markdown).to eq("# Main Title\n\nConverted markdown")
+      expect(service.body_text_content).to eq("# Main Title\n\nConverted markdown")
       expect(ReverseMarkdown).to have_received(:convert).with(
         kind_of(Nokogiri::XML::Element),
         unknown_tags: :bypass,

spec/enterprise/services/enterprise/billing/handle_stripe_event_service_spec.rb

@@ -10,25 +10,23 @@ describe Enterprise::Billing::HandleStripeEventService do
 
   before do
     # Create cloud plans configuration
-    create(:installation_config, {
+    InstallationConfig.where(name: 'CHATWOOT_CLOUD_PLANS').first_or_initialize.update!(
-             name: 'CHATWOOT_CLOUD_PLANS',
+      value: [
-             value: [
+        { 'name' => 'Hacker', 'product_id' => ['plan_id_hacker'], 'price_ids' => ['price_hacker'] },
-               { 'name' => 'Hacker', 'product_id' => ['plan_id_hacker'], 'price_ids' => ['price_hacker'] },
+        { 'name' => 'Startups', 'product_id' => ['plan_id_startups'], 'price_ids' => ['price_startups'] },
-               { 'name' => 'Startups', 'product_id' => ['plan_id_startups'], 'price_ids' => ['price_startups'] },
+        { 'name' => 'Business', 'product_id' => ['plan_id_business'], 'price_ids' => ['price_business'] },
-               { 'name' => 'Business', 'product_id' => ['plan_id_business'], 'price_ids' => ['price_business'] },
+        { 'name' => 'Enterprise', 'product_id' => ['plan_id_enterprise'], 'price_ids' => ['price_enterprise'] }
-               { 'name' => 'Enterprise', 'product_id' => ['plan_id_enterprise'], 'price_ids' => ['price_enterprise'] }
+      ]
-             ]
+    )
-           })
 
-    create(:installation_config, {
+    InstallationConfig.where(name: 'CAPTAIN_CLOUD_PLAN_LIMITS').first_or_initialize.update!(
-             name: 'CAPTAIN_CLOUD_PLAN_LIMITS',
+      value: {
-             value: {
+        'hacker' => { 'responses' => 0 },
-               'hacker' => { 'responses' => 0 },
+        'startups' => { 'responses' => 300 },
-               'startups' => { 'responses' => 300 },
+        'business' => { 'responses' => 500 },
-               'business' => { 'responses' => 500 },
+        'enterprise' => { 'responses' => 800 }
-               'enterprise' => { 'responses' => 800 }
+      }
-             }
+    )
-           })
     # Setup common subscription mocks
     allow(event).to receive(:data).and_return(data)
     allow(data).to receive(:object).and_return(subscription)
@@ -133,6 +131,25 @@ describe Enterprise::Billing::HandleStripeEventService do
     end
   end
 
+  describe 'invoice payment handling' do
+    let(:invoice) { instance_double(Stripe::Invoice, customer: 'cus_123') }
+
+    it 'tracks payment attribution on paid invoices' do
+      allow(event).to receive(:type).and_return('invoice.paid')
+      allow(data).to receive(:object).and_return(invoice)
+
+      attribution_service = instance_double(Enterprise::Billing::TrackPaymentAttributionService, perform: true)
+      allow(Enterprise::Billing::TrackPaymentAttributionService)
+        .to receive(:new)
+        .with(account: account, invoice: invoice)
+        .and_return(attribution_service)
+
+      stripe_event_service.new.perform(event: event)
+
+      expect(attribution_service).to have_received(:perform)
+    end
+  end
+
   describe 'plan-specific feature management' do
     context 'with default plan (Hacker)' do
       it 'disables all premium features' do

spec/enterprise/services/enterprise/billing/track_payment_attribution_service_spec.rb

@@ -0,0 +1,73 @@
+require 'rails_helper'
+
+RSpec.describe Enterprise::Billing::TrackPaymentAttributionService do
+  subject(:service) { described_class.new(account: account, invoice: invoice) }
+
+  let(:account) do
+    create(
+      :account,
+      custom_attributes: {
+        'stripe_customer_id' => 'cus_123',
+        'billing_attribution' => {
+          'datafast_visitor_id' => 'visitor-123'
+        }
+      }
+    )
+  end
+  let!(:admin) { create(:user, account: account, role: :administrator, email: 'admin@example.com') }
+  let(:invoice) do
+    {
+      'id' => 'in_123',
+      'amount_paid' => 2900,
+      'currency' => 'usd',
+      'customer' => 'cus_123',
+      'customer_name' => 'Acme Finance',
+      'billing_reason' => 'subscription_create'
+    }
+  end
+
+  before do
+    allow(ChatwootApp).to receive(:chatwoot_cloud?).and_return(true)
+    allow(HTTParty).to receive(:post).and_return(instance_double(HTTParty::Response, success?: true))
+    allow(GlobalConfigService).to receive(:load).with('DATAFAST_API_KEY', nil).and_return('test-key')
+  end
+
+  it 'sends payment attribution to the payment API' do
+    service.perform
+
+    expect(HTTParty).to have_received(:post).with(
+      'https://datafa.st/api/v1/payments',
+      headers: {
+        'Authorization' => 'Bearer test-key',
+        'Content-Type' => 'application/json'
+      },
+      body: {
+        amount: 29.0,
+        currency: 'USD',
+        transaction_id: 'in_123',
+        datafast_visitor_id: 'visitor-123',
+        email: admin.email,
+        name: 'Acme Finance',
+        customer_id: 'cus_123',
+        renewal: false
+      }.to_json,
+      timeout: 5
+    )
+  end
+
+  it 'skips the API call when attribution is unavailable' do
+    account.update!(custom_attributes: { 'stripe_customer_id' => 'cus_123' })
+
+    service.perform
+
+    expect(HTTParty).not_to have_received(:post)
+  end
+
+  it 'skips the API call when the installation config is unavailable' do
+    allow(GlobalConfigService).to receive(:load).with('DATAFAST_API_KEY', nil).and_return(nil)
+
+    service.perform
+
+    expect(HTTParty).not_to have_received(:post)
+  end
+end

spec/enterprise/services/twilio/voice_webhook_setup_service_spec.rb

@@ -9,16 +9,14 @@ RSpec.describe Twilio::VoiceWebhookSetupService do
   let(:api_key_secret) { 'api_key_secret_123' }
   let(:phone_number) { '+15551230001' }
   let(:frontend_url) { 'https://app.chatwoot.test' }
-  let(:account) { create(:account) }
 
   let(:channel) do
-    build(:channel_twilio_sms, :with_voice,
+    build(:channel_voice, phone_number: phone_number, provider_config: {
-          account: account,
+            account_sid: account_sid,
-          phone_number: phone_number,
+            auth_token: auth_token,
-          account_sid: account_sid,
+            api_key_sid: api_key_sid,
-          auth_token: auth_token,
+            api_key_secret: api_key_secret
-          api_key_sid: api_key_sid,
+          })
-          api_key_secret: api_key_secret)
   end
 
   let(:twilio_base_url) { "https://api.twilio.com/2010-04-01/Accounts/#{account_sid}" }

spec/enterprise/services/voice/inbound_call_builder_spec.rb

@@ -4,7 +4,7 @@ require 'rails_helper'
 
 RSpec.describe Voice::InboundCallBuilder do
   let(:account) { create(:account) }
-  let(:channel) { create(:channel_twilio_sms, :with_voice, account: account, phone_number: '+15551239999') }
+  let(:channel) { create(:channel_voice, account: account, phone_number: '+15551239999') }
   let(:inbox) { channel.inbox }
   let(:from_number) { '+15550001111' }
   let(:to_number) { channel.phone_number }

spec/enterprise/services/voice/outbound_call_builder_spec.rb

@@ -4,7 +4,7 @@ require 'rails_helper'
 
 RSpec.describe Voice::OutboundCallBuilder do
   let(:account) { create(:account) }
-  let(:channel) { create(:channel_twilio_sms, :with_voice, account: account, phone_number: '+15551230000') }
+  let(:channel) { create(:channel_voice, account: account, phone_number: '+15551230000') }
   let(:inbox) { channel.inbox }
   let(:user) { create(:user, account: account) }
   let(:contact) { create(:contact, account: account, phone_number: '+15550001111') }

spec/enterprise/services/voice/provider/twilio/adapter_spec.rb

@@ -2,7 +2,7 @@ require 'rails_helper'
 
 describe Voice::Provider::Twilio::Adapter do
   let(:account) { create(:account) }
-  let(:channel) { create(:channel_twilio_sms, :with_voice, account: account) }
+  let(:channel) { create(:channel_voice, account: account) }
   let(:adapter) { described_class.new(channel) }
   let(:webhook_service) { instance_double(Twilio::VoiceWebhookSetupService, perform: true) }
   let(:calls_double) { instance_double(Twilio::REST::Api::V2010::AccountContext::CallList) }
@@ -19,7 +19,7 @@ describe Voice::Provider::Twilio::Adapter do
     allow(calls_double).to receive(:create).and_return(call_instance)
 
     allow(Twilio::REST::Client).to receive(:new)
-      .with(channel.account_sid, channel.auth_token)
+      .with(channel.provider_config_hash['account_sid'], channel.provider_config_hash['auth_token'])
       .and_return(client_double)
 
     result = adapter.initiate_call(to: '+15550001111', conference_sid: 'CF999', agent_id: 42)

spec/enterprise/services/voice/provider/twilio/conference_service_spec.rb

@@ -2,15 +2,14 @@ require 'rails_helper'
 
 describe Voice::Provider::Twilio::ConferenceService do
   let(:account) { create(:account) }
-  let(:channel) { create(:channel_twilio_sms, :with_voice, account: account) }
+  let(:channel) { create(:channel_voice, account: account) }
   let(:conversation) { create(:conversation, account: account, inbox: channel.inbox) }
   let(:twilio_client) { instance_double(Twilio::REST::Client) }
-  let(:service) { described_class.new(conversation: conversation) }
+  let(:service) { described_class.new(conversation: conversation, twilio_client: twilio_client) }
   let(:webhook_service) { instance_double(Twilio::VoiceWebhookSetupService, perform: true) }
 
   before do
     allow(Twilio::VoiceWebhookSetupService).to receive(:new).and_return(webhook_service)
-    allow(Twilio::REST::Client).to receive(:new).and_return(twilio_client)
   end
 
   describe '#ensure_conference_sid' do

spec/enterprise/services/voice/provider/twilio/token_service_spec.rb

@@ -3,7 +3,7 @@ require 'rails_helper'
 describe Voice::Provider::Twilio::TokenService do
   let(:account) { create(:account) }
   let(:user) { create(:user, :administrator, account: account) }
-  let(:voice_channel) { create(:channel_twilio_sms, :with_voice, account: account) }
+  let(:voice_channel) { create(:channel_voice, account: account) }
   let(:inbox) { voice_channel.inbox }
 
   let(:webhook_service) { instance_double(Twilio::VoiceWebhookSetupService, perform: true) }

spec/enterprise/services/voice/status_update_service_spec.rb

@@ -27,7 +27,7 @@ RSpec.describe Voice::StatusUpdateService do
       content_attributes: { data: { call_sid: call_sid, status: 'ringing' } }
     )
   end
-  let(:channel) { create(:channel_twilio_sms, :with_voice, account: account, phone_number: '+15551230002') }
+  let(:channel) { create(:channel_voice, account: account, phone_number: '+15551230002') }
   let(:inbox) { channel.inbox }
   let(:from_number) { '+15550002222' }
   let(:call_sid) { 'CATESTSTATUS123' }

spec/factories/channel/channel_voice.rb

@@ -0,0 +1,21 @@
+# frozen_string_literal: true
+
+FactoryBot.define do
+  factory :channel_voice, class: 'Channel::Voice' do
+    sequence(:phone_number) { |n| "+155512345#{n.to_s.rjust(2, '0')}" }
+    provider_config do
+      {
+        account_sid: "AC#{SecureRandom.hex(16)}",
+        auth_token: SecureRandom.hex(16),
+        api_key_sid: SecureRandom.hex(8),
+        api_key_secret: SecureRandom.hex(16),
+        twiml_app_sid: "AP#{SecureRandom.hex(16)}"
+      }
+    end
+    account
+
+    after(:create) do |channel_voice|
+      create(:inbox, channel: channel_voice, account: channel_voice.account)
+    end
+  end
+end

spec/factories/channel/twilio_sms.rb

@@ -17,13 +17,5 @@ FactoryBot.define do
     trait :whatsapp do
       medium { :whatsapp }
     end
-
-    trait :with_voice do
-      with_phone_number
-      voice_enabled { true }
-      api_key_sid { "SK#{SecureRandom.hex(16)}" }
-      api_key_secret { SecureRandom.hex(16) }
-      twiml_app_sid { "AP#{SecureRandom.hex(16)}" }
-    end
   end
 end

spec/services/whatsapp/liquid_template_processor_service_spec.rb

@@ -1,347 +0,0 @@
-require 'rails_helper'
-
-describe Whatsapp::LiquidTemplateProcessorService do
-  let(:account) { create(:account) }
-  let(:agent) { create(:user, account: account, name: 'Agent Smith') }
-  let(:inbox) { create(:inbox, account: account, name: 'Support Inbox') }
-  let(:contact) { create(:contact, account: account, name: 'John Doe', email: 'john@example.com', phone_number: '+1234567890') }
-  let(:campaign) { create(:campaign, account: account, inbox: inbox, sender: agent, message: 'Test message') }
-  let(:service) { described_class.new(campaign: campaign, contact: contact) }
-
-  describe '#process_template_params' do
-    context 'when template_params is blank' do
-      it 'returns the original template_params' do
-        result = service.process_template_params(nil)
-        expect(result).to be_nil
-      end
-    end
-
-    context 'when processed_params is blank' do
-      let(:template_params) { { 'name' => 'test_template' } }
-
-      it 'returns the original template_params' do
-        result = service.process_template_params(template_params)
-        expect(result).to eq(template_params)
-      end
-    end
-
-    context 'with body parameters containing liquid variables' do
-      let(:template_params) do
-        {
-          'name' => 'test_template',
-          'namespace' => 'test_namespace',
-          'language' => 'en',
-          'processed_params' => {
-            'body' => {
-              'name' => '{{contact.name}}',
-              'email' => '{{contact.email}}',
-              'static_text' => 'Hello World'
-            }
-          }
-        }
-      end
-
-      it 'processes liquid variables in body parameters' do
-        result = service.process_template_params(template_params)
-        contact_drop_name = ContactDrop.new(contact).name
-
-        expect(result['processed_params']['body']['name']).to eq(contact_drop_name)
-        expect(result['processed_params']['body']['email']).to eq(contact.email)
-        expect(result['processed_params']['body']['static_text']).to eq('Hello World')
-      end
-
-      it 'does not modify the original template_params' do
-        original_name_value = template_params['processed_params']['body']['name']
-        service.process_template_params(template_params)
-
-        expect(template_params['processed_params']['body']['name']).to eq(original_name_value)
-      end
-    end
-
-    context 'with header parameters containing liquid variables' do
-      let(:template_params) do
-        {
-          'name' => 'test_template',
-          'processed_params' => {
-            'header' => {
-              'media_url' => 'https://example.com/{{contact.name}}.jpg',
-              'media_name' => '{{contact.name}}_document.pdf'
-            }
-          }
-        }
-      end
-
-      it 'processes liquid variables in header parameters' do
-        result = service.process_template_params(template_params)
-        contact_drop_name = ContactDrop.new(contact).name
-
-        expect(result['processed_params']['header']['media_url']).to eq("https://example.com/#{contact_drop_name}.jpg")
-        expect(result['processed_params']['header']['media_name']).to eq("#{contact_drop_name}_document.pdf")
-      end
-    end
-
-    context 'with button parameters containing liquid variables' do
-      let(:template_params) do
-        {
-          'name' => 'test_template',
-          'processed_params' => {
-            'buttons' => [
-              { 'type' => 'url', 'parameter' => '{{contact.email}}' },
-              { 'type' => 'copy_code', 'parameter' => 'CODE-{{contact.name}}' }
-            ]
-          }
-        }
-      end
-
-      it 'processes liquid variables in button parameters' do
-        result = service.process_template_params(template_params)
-        contact_drop_name = ContactDrop.new(contact).name
-
-        expect(result['processed_params']['buttons'][0]['parameter']).to eq(contact.email)
-        expect(result['processed_params']['buttons'][1]['parameter']).to eq("CODE-#{contact_drop_name}")
-      end
-    end
-
-    context 'with footer parameters containing liquid variables' do
-      let(:template_params) do
-        {
-          'name' => 'test_template',
-          'processed_params' => {
-            'footer' => {
-              'text' => 'From {{agent.name}} at {{account.name}}'
-            }
-          }
-        }
-      end
-
-      it 'processes liquid variables in footer parameters' do
-        result = service.process_template_params(template_params)
-        agent_drop_name = UserDrop.new(agent).name
-
-        expect(result['processed_params']['footer']['text']).to eq("From #{agent_drop_name} at #{account.name}")
-      end
-    end
-
-    context 'with multiple liquid variables across different sections' do
-      let(:template_params) do
-        {
-          'name' => 'test_template',
-          'processed_params' => {
-            'body' => {
-              'greeting' => 'Hello {{contact.name}}',
-              'agent' => 'Your agent is {{agent.name}}'
-            },
-            'header' => {
-              'media_name' => '{{contact.name}}_file.pdf'
-            },
-            'buttons' => [
-              { 'parameter' => '{{contact.email}}' }
-            ],
-            'footer' => {
-              'text' => '{{inbox.name}}'
-            }
-          }
-        }
-      end
-
-      it 'processes all liquid variables correctly' do
-        result = service.process_template_params(template_params)
-        contact_drop_name = ContactDrop.new(contact).name
-        agent_drop_name = UserDrop.new(agent).name
-
-        expect(result['processed_params']['body']['greeting']).to eq("Hello #{contact_drop_name}")
-        expect(result['processed_params']['body']['agent']).to eq("Your agent is #{agent_drop_name}")
-        expect(result['processed_params']['header']['media_name']).to eq("#{contact_drop_name}_file.pdf")
-        expect(result['processed_params']['buttons'][0]['parameter']).to eq(contact.email)
-        expect(result['processed_params']['footer']['text']).to eq(inbox.name)
-      end
-    end
-
-    context 'with blank or nil values' do
-      let(:template_params) do
-        {
-          'name' => 'test_template',
-          'processed_params' => {
-            'body' => {
-              'name' => nil,
-              'email' => '',
-              'valid' => '{{contact.name}}'
-            }
-          }
-        }
-      end
-
-      it 'handles blank values gracefully' do
-        result = service.process_template_params(template_params)
-        contact_drop_name = ContactDrop.new(contact).name
-
-        expect(result['processed_params']['body']['name']).to be_nil
-        expect(result['processed_params']['body']['email']).to eq('')
-        expect(result['processed_params']['body']['valid']).to eq(contact_drop_name)
-      end
-    end
-
-    context 'when liquid variable resolves to blank' do
-      let(:contact) { create(:contact, account: account, name: 'John', email: nil, phone_number: '+1234567890') }
-
-      it 'returns nil for enhanced params with blank rendered values' do
-        template_params = {
-          'name' => 'test_template',
-          'processed_params' => {
-            'body' => {
-              'email' => '{{contact.email}}'
-            }
-          }
-        }
-
-        result = service.process_template_params(template_params)
-        expect(result).to be_nil
-      end
-
-      it 'returns nil for legacy hash params with blank rendered values' do
-        template_params = {
-          'name' => 'test_template',
-          'processed_params' => {
-            '1' => '{{contact.email}}'
-          }
-        }
-
-        result = service.process_template_params(template_params)
-        expect(result).to be_nil
-      end
-
-      it 'returns nil for legacy array params with blank rendered values' do
-        template_params = {
-          'name' => 'test_template',
-          'processed_params' => ['{{contact.email}}']
-        }
-
-        result = service.process_template_params(template_params)
-        expect(result).to be_nil
-      end
-
-      it 'returns nil for button params with blank rendered values' do
-        template_params = {
-          'name' => 'test_template',
-          'processed_params' => {
-            'buttons' => [
-              { 'type' => 'url', 'parameter' => '{{contact.email}}' }
-            ]
-          }
-        }
-
-        result = service.process_template_params(template_params)
-        expect(result).to be_nil
-      end
-
-      it 'returns processed params when all variables resolve to non-blank values' do
-        template_params = {
-          'name' => 'test_template',
-          'processed_params' => {
-            'body' => {
-              'name' => '{{contact.name}}'
-            }
-          }
-        }
-
-        result = service.process_template_params(template_params)
-        expect(result).not_to be_nil
-        expect(result['processed_params']['body']['name']).to eq(ContactDrop.new(contact).name)
-      end
-    end
-
-    context 'with custom attributes' do
-      let(:contact) do
-        create(:contact, account: account, name: 'John Doe',
-                         custom_attributes: { 'company' => 'Acme Inc', 'plan' => 'Premium' })
-      end
-      let(:template_params) do
-        {
-          'name' => 'test_template',
-          'processed_params' => {
-            'body' => {
-              'company' => '{{contact.custom_attribute.company}}',
-              'plan' => '{{contact.custom_attribute.plan}}'
-            }
-          }
-        }
-      end
-
-      it 'processes custom attribute liquid variables' do
-        result = service.process_template_params(template_params)
-
-        expect(result['processed_params']['body']['company']).to eq('Acme Inc')
-        expect(result['processed_params']['body']['plan']).to eq('Premium')
-      end
-    end
-
-    context 'with invalid liquid syntax' do
-      let(:template_params) do
-        {
-          'name' => 'test_template',
-          'processed_params' => {
-            'body' => {
-              'invalid' => '{{contact.name missing braces'
-            }
-          }
-        }
-      end
-
-      it 'returns original value when liquid parsing fails' do
-        result = service.process_template_params(template_params)
-
-        expect(result['processed_params']['body']['invalid']).to eq('{{contact.name missing braces')
-      end
-    end
-
-    context 'with legacy flat hash processed_params' do
-      let(:template_params) do
-        {
-          'name' => 'legacy_template',
-          'processed_params' => {
-            '1' => '{{contact.name}}',
-            '2' => '{{contact.email}}',
-            '3' => 'Hello World'
-          }
-        }
-      end
-
-      it 'processes liquid variables in legacy hash values' do
-        result = service.process_template_params(template_params)
-        contact_drop_name = ContactDrop.new(contact).name
-
-        expect(result['processed_params']['1']).to eq(contact_drop_name)
-        expect(result['processed_params']['2']).to eq(contact.email)
-        expect(result['processed_params']['3']).to eq('Hello World')
-      end
-
-      it 'treats component-named string values as legacy params' do
-        params_with_component_named_key = {
-          'name' => 'legacy_template',
-          'processed_params' => { 'body' => '{{contact.name}}' }
-        }
-
-        result = service.process_template_params(params_with_component_named_key)
-        contact_drop_name = ContactDrop.new(contact).name
-
-        expect(result['processed_params']['body']).to eq(contact_drop_name)
-      end
-    end
-
-    context 'with legacy array processed_params' do
-      let(:template_params) do
-        {
-          'name' => 'legacy_template',
-          'processed_params' => ['{{contact.name}}', '{{contact.email}}', 'Hello World']
-        }
-      end
-
-      it 'processes liquid variables in legacy array values' do
-        result = service.process_template_params(template_params)
-        contact_drop_name = ContactDrop.new(contact).name
-
-        expect(result['processed_params']).to eq([contact_drop_name, contact.email, 'Hello World'])
-      end
-    end
-  end
-end