Restructure omni services and add Chatwoot research snapshot

research/chatwoot/enterprise/app/models/enterprise/account.rb

@@ -0,0 +1,57 @@
+module Enterprise::Account
+  # 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
+
+  # Auto-sync advanced_assignment with assignment_v2 when features are bulk-updated via admin UI
+  def selected_feature_flags=(features)
+    super
+    sync_assignment_features
+  end
+
+  def mark_for_deletion(reason = 'manual_deletion')
+    reason = reason.to_s == 'manual_deletion' ? 'manual_deletion' : 'inactivity'
+
+    result = custom_attributes.merge!(
+      'marked_for_deletion_at' => 7.days.from_now.iso8601,
+      'marked_for_deletion_reason' => reason
+    ) && save
+
+    # Send notification to admin users if the account was successfully marked for deletion
+    if result
+      mailer = AdministratorNotifications::AccountNotificationMailer.with(account: self)
+      if reason == 'manual_deletion'
+        mailer.account_deletion_user_initiated(self, reason).deliver_later
+      else
+        mailer.account_deletion_for_inactivity(self, reason).deliver_later
+      end
+    end
+
+    result
+  end
+
+  def unmark_for_deletion
+    custom_attributes.delete('marked_for_deletion_at') && custom_attributes.delete('marked_for_deletion_reason') && save
+  end
+
+  def saml_enabled?
+    saml_settings&.saml_enabled? || false
+  end
+
+  private
+
+  def sync_assignment_features
+    if feature_enabled?('assignment_v2')
+      # Enable advanced_assignment for Business/Enterprise plans
+      send('feature_advanced_assignment=', true) if business_or_enterprise_plan?
+    else
+      # Disable advanced_assignment when assignment_v2 is disabled
+      send('feature_advanced_assignment=', false)
+    end
+  end
+
+  def business_or_enterprise_plan?
+    plan_name = custom_attributes['plan_name']
+    %w[Business Enterprise].include?(plan_name)
+  end
+end

research/chatwoot/enterprise/app/models/enterprise/account/plan_usage_and_limits.rb

@@ -0,0 +1,152 @@
+module Enterprise::Account::PlanUsageAndLimits # rubocop:disable Metrics/ModuleLength
+  CAPTAIN_RESPONSES = 'captain_responses'.freeze
+  CAPTAIN_DOCUMENTS = 'captain_documents'.freeze
+  CAPTAIN_RESPONSES_USAGE = 'captain_responses_usage'.freeze
+  CAPTAIN_DOCUMENTS_USAGE = 'captain_documents_usage'.freeze
+
+  def usage_limits
+    {
+      agents: agent_limits.to_i,
+      inboxes: get_limits(:inboxes).to_i,
+      captain: {
+        documents: get_captain_limits(:documents),
+        responses: get_captain_limits(:responses)
+      }
+    }
+  end
+
+  def increment_response_usage
+    current_usage = custom_attributes[CAPTAIN_RESPONSES_USAGE].to_i || 0
+    custom_attributes[CAPTAIN_RESPONSES_USAGE] = current_usage + 1
+    save
+  end
+
+  def reset_response_usage
+    custom_attributes[CAPTAIN_RESPONSES_USAGE] = 0
+    save
+  end
+
+  def update_document_usage
+    # this will ensure that the document count is always accurate
+    custom_attributes[CAPTAIN_DOCUMENTS_USAGE] = captain_documents.count
+    save
+  end
+
+  def email_transcript_enabled?
+    default_plan = InstallationConfig.find_by(name: 'CHATWOOT_CLOUD_PLANS')&.value&.first
+    return true if default_plan.blank?
+
+    plan_name.present? && plan_name != default_plan['name']
+  end
+
+  def email_rate_limit
+    account_limit || plan_email_limit || global_limit || default_limit
+  end
+
+  def subscribed_features
+    plan_features = InstallationConfig.find_by(name: 'CHATWOOT_CLOUD_PLAN_FEATURES')&.value
+    return [] if plan_features.blank?
+
+    plan_features[plan_name]
+  end
+
+  def captain_monthly_limit
+    default_limits = default_captain_limits
+
+    {
+      documents: self[:limits][CAPTAIN_DOCUMENTS] || default_limits['documents'],
+      responses: self[:limits][CAPTAIN_RESPONSES] || default_limits['responses']
+    }.with_indifferent_access
+  end
+
+  private
+
+  def get_captain_limits(type)
+    total_count = captain_monthly_limit[type.to_s].to_i
+
+    consumed = if type == :documents
+                 custom_attributes[CAPTAIN_DOCUMENTS_USAGE].to_i || 0
+               else
+                 custom_attributes[CAPTAIN_RESPONSES_USAGE].to_i || 0
+               end
+
+    consumed = 0 if consumed.negative?
+
+    {
+      total_count: total_count,
+      current_available: (total_count - consumed).clamp(0, total_count),
+      consumed: consumed
+    }
+  end
+
+  def plan_email_limit
+    config = InstallationConfig.find_by(name: 'ACCOUNT_EMAILS_PLAN_LIMITS')&.value
+    return nil if config.blank? || plan_name.blank?
+
+    parsed = config.is_a?(String) ? JSON.parse(config) : config
+    parsed[plan_name.downcase]&.to_i
+  rescue StandardError
+    nil
+  end
+
+  def default_captain_limits
+    max_limits = { documents: ChatwootApp.max_limit, responses: ChatwootApp.max_limit }.with_indifferent_access
+    zero_limits = { documents: 0, responses: 0 }.with_indifferent_access
+    plan_quota = InstallationConfig.find_by(name: 'CAPTAIN_CLOUD_PLAN_LIMITS')&.value
+
+    # If there are no limits configured, we allow max usage
+    return max_limits if plan_quota.blank?
+
+    # if there is plan_quota configred, but plan_name is not present, we return zero limits
+    return zero_limits if plan_name.blank?
+
+    begin
+      # Now we parse the plan_quota and return the limits for the plan name
+      # but if there's no plan_name present in the plan_quota, we return zero limits
+      plan_quota = JSON.parse(plan_quota) if plan_quota.present?
+      plan_quota[plan_name.downcase] || zero_limits
+    rescue StandardError
+      # if there's any error in parsing the plan_quota, we return max limits
+      # this is to ensure that we don't block the user from using the product
+      max_limits
+    end
+  end
+
+  def plan_name
+    custom_attributes['plan_name']
+  end
+
+  def agent_limits
+    subscribed_quantity = custom_attributes['subscribed_quantity']
+    subscribed_quantity || get_limits(:agents)
+  end
+
+  def get_limits(limit_name)
+    config_name = "ACCOUNT_#{limit_name.to_s.upcase}_LIMIT"
+    return self[:limits][limit_name.to_s] if self[:limits][limit_name.to_s].present?
+
+    return GlobalConfig.get(config_name)[config_name] if GlobalConfig.get(config_name)[config_name].present?
+
+    ChatwootApp.max_limit
+  end
+
+  def validate_limit_keys
+    errors.add(:limits, ': Invalid data') unless self[:limits].is_a? Hash
+    self[:limits] = {} if self[:limits].blank?
+
+    limit_schema = {
+      'type' => 'object',
+      'properties' => {
+        'inboxes' => { 'type': 'number' },
+        'agents' => { 'type': 'number' },
+        'captain_responses' => { 'type': 'number' },
+        'captain_documents' => { 'type': 'number' },
+        'emails' => { 'type': 'number' }
+      },
+      'required' => [],
+      'additionalProperties' => false
+    }
+
+    errors.add(:limits, ': Invalid data') unless JSONSchemer.schema(limit_schema).valid?(self[:limits])
+  end
+end

research/chatwoot/enterprise/app/models/enterprise/account_user.rb

@@ -0,0 +1,5 @@
+module Enterprise::AccountUser
+  def permissions
+    custom_role.present? ? (custom_role.permissions + ['custom_role']) : super
+  end
+end

research/chatwoot/enterprise/app/models/enterprise/activity_message_handler.rb

@@ -0,0 +1,23 @@
+module Enterprise::ActivityMessageHandler
+  def automation_status_change_activity_content
+    return super unless Current.executed_by.instance_of?(Captain::Assistant)
+
+    locale = Current.executed_by.account.locale
+    key = captain_activity_key
+    return unless key
+
+    I18n.t(key, user_name: Current.executed_by.name, reason: Current.captain_resolve_reason, locale: locale)
+  end
+
+  private
+
+  def captain_activity_key
+    if resolved? && Current.captain_resolve_reason.present?
+      'conversations.activity.captain.resolved_by_tool'
+    elsif resolved?
+      'conversations.activity.captain.resolved'
+    elsif open?
+      'conversations.activity.captain.open'
+    end
+  end
+end

research/chatwoot/enterprise/app/models/enterprise/application_record.rb

@@ -0,0 +1,5 @@
+module Enterprise::ApplicationRecord
+  def droppables
+    super + %w[SlaPolicy]
+  end
+end

research/chatwoot/enterprise/app/models/enterprise/audit/account.rb

@@ -0,0 +1,8 @@
+module Enterprise::Audit::Account
+  extend ActiveSupport::Concern
+
+  included do
+    audited except: :updated_at, on: [:update]
+    has_associated_audits
+  end
+end

research/chatwoot/enterprise/app/models/enterprise/audit/account_user.rb

@@ -0,0 +1,13 @@
+module Enterprise::Audit::AccountUser
+  extend ActiveSupport::Concern
+
+  included do
+    audited only: [
+      :availability,
+      :role,
+      :account_id,
+      :inviter_id,
+      :user_id
+    ], on: [:create, :update], associated_with: :account
+  end
+end

research/chatwoot/enterprise/app/models/enterprise/audit/automation_rule.rb

@@ -0,0 +1,7 @@
+module Enterprise::Audit::AutomationRule
+  extend ActiveSupport::Concern
+
+  included do
+    audited associated_with: :account
+  end
+end

research/chatwoot/enterprise/app/models/enterprise/audit/conversation.rb

@@ -0,0 +1,7 @@
+module Enterprise::Audit::Conversation
+  extend ActiveSupport::Concern
+
+  included do
+    audited only: [], on: [:destroy]
+  end
+end

research/chatwoot/enterprise/app/models/enterprise/audit/inbox.rb

@@ -0,0 +1,7 @@
+module Enterprise::Audit::Inbox
+  extend ActiveSupport::Concern
+
+  included do
+    audited associated_with: :account, on: [:create, :update]
+  end
+end

research/chatwoot/enterprise/app/models/enterprise/audit/inbox_member.rb

@@ -0,0 +1,31 @@
+module Enterprise::Audit::InboxMember
+  extend ActiveSupport::Concern
+
+  included do
+    after_commit :create_audit_log_entry_on_create, on: :create
+    after_commit :create_audit_log_entry_on_delete, on: :destroy
+  end
+
+  private
+
+  def create_audit_log_entry_on_create
+    create_audit_log_entry('create')
+  end
+
+  def create_audit_log_entry_on_delete
+    create_audit_log_entry('destroy')
+  end
+
+  def create_audit_log_entry(action)
+    return if inbox.blank?
+
+    Enterprise::AuditLog.create(
+      auditable_id: id,
+      auditable_type: 'InboxMember',
+      action: action,
+      associated_id: inbox&.account_id,
+      audited_changes: attributes.except('updated_at', 'created_at'),
+      associated_type: 'Account'
+    )
+  end
+end

research/chatwoot/enterprise/app/models/enterprise/audit/macro.rb

@@ -0,0 +1,7 @@
+module Enterprise::Audit::Macro
+  extend ActiveSupport::Concern
+
+  included do
+    audited associated_with: :account
+  end
+end

research/chatwoot/enterprise/app/models/enterprise/audit/team.rb

@@ -0,0 +1,7 @@
+module Enterprise::Audit::Team
+  extend ActiveSupport::Concern
+
+  included do
+    audited associated_with: :account
+  end
+end

research/chatwoot/enterprise/app/models/enterprise/audit/team_member.rb

@@ -0,0 +1,31 @@
+module Enterprise::Audit::TeamMember
+  extend ActiveSupport::Concern
+
+  included do
+    after_commit :create_audit_log_entry_on_create, on: :create
+    after_commit :create_audit_log_entry_on_delete, on: :destroy
+  end
+
+  private
+
+  def create_audit_log_entry_on_create
+    create_audit_log_entry('create')
+  end
+
+  def create_audit_log_entry_on_delete
+    create_audit_log_entry('destroy')
+  end
+
+  def create_audit_log_entry(action)
+    return if team.blank?
+
+    Enterprise::AuditLog.create(
+      auditable_id: id,
+      auditable_type: 'TeamMember',
+      action: action,
+      associated_id: team&.account_id,
+      audited_changes: attributes.except('updated_at', 'created_at'),
+      associated_type: 'Account'
+    )
+  end
+end

research/chatwoot/enterprise/app/models/enterprise/audit/user.rb

@@ -0,0 +1,14 @@
+module Enterprise::Audit::User
+  extend ActiveSupport::Concern
+
+  included do
+    # required only for sign_in and sign_out events, which we are logging manually
+    # hence the proc that always returns false
+    audited only: [
+      :availability,
+      :display_name,
+      :email,
+      :name
+    ], unless: proc { |_u| true }
+  end
+end

research/chatwoot/enterprise/app/models/enterprise/audit/webhook.rb

@@ -0,0 +1,7 @@
+module Enterprise::Audit::Webhook
+  extend ActiveSupport::Concern
+
+  included do
+    audited associated_with: :account
+  end
+end

research/chatwoot/enterprise/app/models/enterprise/audit_log.rb

@@ -0,0 +1,43 @@
+# == Schema Information
+#
+# Table name: audits
+#
+#  id              :bigint           not null, primary key
+#  action          :string
+#  associated_type :string
+#  auditable_type  :string
+#  audited_changes :jsonb
+#  comment         :string
+#  remote_address  :string
+#  request_uuid    :string
+#  user_type       :string
+#  username        :string
+#  version         :integer          default(0)
+#  created_at      :datetime
+#  associated_id   :bigint
+#  auditable_id    :bigint
+#  user_id         :bigint
+#
+# Indexes
+#
+#  associated_index              (associated_type,associated_id)
+#  auditable_index               (auditable_type,auditable_id,version)
+#  index_audits_on_created_at    (created_at)
+#  index_audits_on_request_uuid  (request_uuid)
+#  user_index                    (user_id,user_type)
+#
+class Enterprise::AuditLog < Audited::Audit
+  after_save :log_additional_information
+
+  private
+
+  def log_additional_information
+    # rubocop:disable Rails/SkipsModelValidations
+    if auditable_type == 'Account' && auditable_id.present?
+      update_columns(associated_type: auditable_type, associated_id: auditable_id, username: user&.email)
+    else
+      update_columns(username: user&.email)
+    end
+    # rubocop:enable Rails/SkipsModelValidations
+  end
+end

research/chatwoot/enterprise/app/models/enterprise/automation_rule.rb

@@ -0,0 +1,9 @@
+module Enterprise::AutomationRule
+  def conditions_attributes
+    super + %w[sla_policy_id]
+  end
+
+  def actions_attributes
+    super + %w[add_sla]
+  end
+end

research/chatwoot/enterprise/app/models/enterprise/channelable.rb

@@ -0,0 +1,45 @@
+module Enterprise::Channelable
+  extend ActiveSupport::Concern
+
+  # Active support concern has `included` which changes the order of the method lookup chain
+  # https://stackoverflow.com/q/40061982/3824876
+  # manually prepend the instance methods to combat this
+  included do
+    prepend InstanceMethods
+  end
+
+  module InstanceMethods
+    def create_audit_log_entry
+      account = self.account
+      associated_type = 'Account'
+
+      return if inbox.nil?
+
+      auditable_id = inbox.id
+      auditable_type = 'Inbox'
+      audited_changes = saved_changes.except('updated_at')
+
+      return if audited_changes.blank?
+
+      # skip audit log creation if the only change is whatsapp channel template update
+      return if messaging_template_updates?(audited_changes)
+
+      Enterprise::AuditLog.create(
+        auditable_id: auditable_id,
+        auditable_type: auditable_type,
+        action: 'update',
+        associated_id: account.id,
+        associated_type: associated_type,
+        audited_changes: audited_changes
+      )
+    end
+
+    def messaging_template_updates?(changes)
+      # if there is more than one key, return false
+      return false unless changes.keys.length == 1
+
+      # if the only key is message_templates_last_updated, return true
+      changes.key?('message_templates_last_updated')
+    end
+  end
+end

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

@@ -0,0 +1,23 @@
+module Enterprise::Concerns::Account
+  extend ActiveSupport::Concern
+
+  included do
+    store_accessor :settings, :conversation_required_attributes
+
+    has_many :sla_policies, dependent: :destroy_async
+    has_many :applied_slas, dependent: :destroy_async
+    has_many :custom_roles, dependent: :destroy_async
+    has_many :agent_capacity_policies, dependent: :destroy_async
+
+    has_many :captain_assistants, dependent: :destroy_async, class_name: 'Captain::Assistant'
+    has_many :captain_assistant_responses, dependent: :destroy_async, class_name: 'Captain::AssistantResponse'
+    has_many :captain_documents, dependent: :destroy_async, class_name: 'Captain::Document'
+    has_many :captain_custom_tools, dependent: :destroy_async, class_name: 'Captain::CustomTool'
+
+    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_one :saml_settings, dependent: :destroy_async, class_name: 'AccountSamlSettings'
+  end
+end

research/chatwoot/enterprise/app/models/enterprise/concerns/account_user.rb

@@ -0,0 +1,8 @@
+module Enterprise::Concerns::AccountUser
+  extend ActiveSupport::Concern
+
+  included do
+    belongs_to :custom_role, optional: true
+    belongs_to :agent_capacity_policy, optional: true
+  end
+end

research/chatwoot/enterprise/app/models/enterprise/concerns/article.rb

@@ -0,0 +1,83 @@
+module Enterprise::Concerns::Article
+  extend ActiveSupport::Concern
+
+  included do
+    after_save :add_article_embedding, if: -> { saved_change_to_title? || saved_change_to_description? || saved_change_to_content? }
+
+    def self.add_article_embedding_association
+      has_many :article_embeddings, dependent: :destroy_async
+    end
+
+    add_article_embedding_association
+
+    def self.vector_search(params)
+      embedding = Captain::Llm::EmbeddingService.new(account_id: params[:account_id]).get_embedding(params['query'])
+      records = joins(
+        :category
+      ).search_by_category_slug(
+        params[:category_slug]
+      ).search_by_category_locale(params[:locale]).search_by_author(params[:author_id]).search_by_status(params[:status])
+      filtered_article_ids = records.pluck(:id)
+
+      # Fetch nearest neighbors and their distances, then filter directly
+
+      # experimenting with filtering results based on result threshold
+      # distance_threshold = 0.2
+      # if using add the filter block to the below query
+      # .filter { |ae| ae.neighbor_distance <= distance_threshold }
+
+      article_ids = ArticleEmbedding.where(article_id: filtered_article_ids)
+                                    .nearest_neighbors(:embedding, embedding, distance: 'cosine')
+                                    .limit(5)
+                                    .pluck(:article_id)
+
+      # Fetch the articles by the IDs obtained from the nearest neighbors search
+      where(id: article_ids)
+    end
+  end
+
+  def add_article_embedding
+    return unless account.feature_enabled?('help_center_embedding_search')
+
+    Portal::ArticleIndexingJob.perform_later(self)
+  end
+
+  def generate_and_save_article_seach_terms
+    terms = generate_article_search_terms
+    article_embeddings.destroy_all
+    terms.each { |term| article_embeddings.create!(term: term) }
+  end
+
+  def article_to_search_terms_prompt
+    <<~SYSTEM_PROMPT_MESSAGE
+      For the provided article content, generate potential search query keywords and snippets that can be used to generate the embeddings.
+      Ensure the search terms are as diverse as possible but capture the essence of the article and are super related to the articles.
+      Don't return any terms if there aren't any terms of relevance.
+      Always return results in valid JSON of the following format
+      {
+        "search_terms": []
+      }
+    SYSTEM_PROMPT_MESSAGE
+  end
+
+  def generate_article_search_terms
+    messages = [
+      { role: 'system', content: article_to_search_terms_prompt },
+      { role: 'user', content: "title: #{title} \n description: #{description} \n content: #{content}" }
+    ]
+    headers = { 'Content-Type' => 'application/json', 'Authorization' => "Bearer #{ENV.fetch('OPENAI_API_KEY', nil)}" }
+    body = { model: 'gpt-4o', messages: messages, response_format: { type: 'json_object' } }.to_json
+    Rails.logger.info "Requesting Chat GPT with body: #{body}"
+    response = HTTParty.post(openai_api_url, headers: headers, body: body)
+    Rails.logger.info "Chat GPT response: #{response.body}"
+    JSON.parse(response.parsed_response['choices'][0]['message']['content'])['search_terms']
+  end
+
+  private
+
+  def openai_api_url
+    endpoint = InstallationConfig.find_by(name: 'CAPTAIN_OPEN_AI_ENDPOINT')&.value || 'https://api.openai.com/'
+    endpoint = endpoint.chomp('/')
+    "#{endpoint}/v1/chat/completions"
+  end
+end

research/chatwoot/enterprise/app/models/enterprise/concerns/assignment_policy.rb

@@ -0,0 +1,7 @@
+module Enterprise::Concerns::AssignmentPolicy
+  extend ActiveSupport::Concern
+
+  included do
+    enum assignment_order: { round_robin: 0, balanced: 1 } if ChatwootApp.enterprise?
+  end
+end

research/chatwoot/enterprise/app/models/enterprise/concerns/attachment.rb

@@ -0,0 +1,15 @@
+module Enterprise::Concerns::Attachment
+  extend ActiveSupport::Concern
+
+  included do
+    after_create_commit :enqueue_audio_transcription
+  end
+
+  private
+
+  def enqueue_audio_transcription
+    return unless file_type.to_sym == :audio
+
+    Messages::AudioTranscriptionJob.perform_later(id)
+  end
+end

research/chatwoot/enterprise/app/models/enterprise/concerns/contact.rb

@@ -0,0 +1,31 @@
+module Enterprise::Concerns::Contact
+  extend ActiveSupport::Concern
+  included do
+    belongs_to :company, optional: true, counter_cache: true
+
+    after_commit :associate_company_from_email,
+                 on: [:create, :update],
+                 if: :should_associate_company?
+  end
+
+  private
+
+  def should_associate_company?
+    # Only trigger if:
+    # 1. Contact has an email
+    # 2. Contact doesn't have a compan yet
+    # 3. Email was just set/changed
+    # 4. Email was previously nil (first time getting email)
+    email.present? &&
+      company_id.nil? &&
+      saved_change_to_email? &&
+      saved_change_to_email.first.nil?
+  end
+
+  def associate_company_from_email
+    Contacts::CompanyAssociationService.new.associate_company_from_email(self)
+  rescue StandardError => e
+    Rails.logger.error("Failed to associate company for contact #{id}: #{e.message}")
+    # Don't fail the contact save if the company association fails
+  end
+end

research/chatwoot/enterprise/app/models/enterprise/concerns/conversation.rb

@@ -0,0 +1,39 @@
+module Enterprise::Concerns::Conversation
+  extend ActiveSupport::Concern
+
+  included do
+    belongs_to :sla_policy, optional: true
+    has_one :applied_sla, dependent: :destroy_async
+    has_many :sla_events, dependent: :destroy_async
+    has_many :captain_responses, class_name: 'Captain::AssistantResponse', dependent: :nullify, as: :documentable
+    before_validation :validate_sla_policy, if: -> { sla_policy_id_changed? }
+    around_save :ensure_applied_sla_is_created, if: -> { sla_policy_id_changed? }
+  end
+
+  private
+
+  def validate_sla_policy
+    # TODO: remove these validations once we figure out how to deal with these cases
+    if sla_policy_id.nil? && changes[:sla_policy_id].first.present?
+      errors.add(:sla_policy, 'cannot remove sla policy from conversation')
+      return
+    end
+
+    if changes[:sla_policy_id].first.present?
+      errors.add(:sla_policy, 'conversation already has a different sla')
+      return
+    end
+
+    errors.add(:sla_policy, 'sla policy account mismatch') if sla_policy&.account_id != account_id
+  end
+
+  # handling inside a transaction to ensure applied sla record is also created
+  def ensure_applied_sla_is_created
+    ActiveRecord::Base.transaction do
+      yield
+      create_applied_sla(sla_policy_id: sla_policy_id) if applied_sla.blank?
+    end
+  rescue ActiveRecord::RecordInvalid
+    raise ActiveRecord::Rollback
+  end
+end

research/chatwoot/enterprise/app/models/enterprise/concerns/custom_attribute_definition.rb

@@ -0,0 +1,16 @@
+module Enterprise::Concerns::CustomAttributeDefinition
+  extend ActiveSupport::Concern
+
+  included do
+    after_destroy :cleanup_conversation_required_attributes
+  end
+
+  private
+
+  def cleanup_conversation_required_attributes
+    return unless conversation_attribute? && account.conversation_required_attributes&.include?(attribute_key)
+
+    account.conversation_required_attributes = account.conversation_required_attributes - [attribute_key]
+    account.save!
+  end
+end

research/chatwoot/enterprise/app/models/enterprise/concerns/inbox.rb

@@ -0,0 +1,11 @@
+module Enterprise::Concerns::Inbox
+  extend ActiveSupport::Concern
+
+  included do
+    has_one :captain_inbox, dependent: :destroy, class_name: 'CaptainInbox'
+    has_one :captain_assistant,
+            through: :captain_inbox,
+            class_name: 'Captain::Assistant'
+    has_many :inbox_capacity_limits, dependent: :destroy
+  end
+end

research/chatwoot/enterprise/app/models/enterprise/concerns/portal.rb

@@ -0,0 +1,14 @@
+module Enterprise::Concerns::Portal
+  extend ActiveSupport::Concern
+
+  included do
+    after_save :enqueue_cloudflare_verification, if: :saved_change_to_custom_domain?
+  end
+
+  def enqueue_cloudflare_verification
+    return if custom_domain.blank?
+    return unless ChatwootApp.chatwoot_cloud?
+
+    Enterprise::CloudflareVerificationJob.perform_later(id)
+  end
+end

research/chatwoot/enterprise/app/models/enterprise/concerns/user.rb

@@ -0,0 +1,16 @@
+module Enterprise::Concerns::User
+  extend ActiveSupport::Concern
+
+  included do
+    before_validation :ensure_installation_pricing_plan_quantity, on: :create
+
+    has_many :captain_responses, class_name: 'Captain::AssistantResponse', dependent: :nullify, as: :documentable
+    has_many :copilot_threads, dependent: :destroy_async
+  end
+
+  def ensure_installation_pricing_plan_quantity
+    return unless ChatwootHub.pricing_plan == 'premium'
+
+    errors.add(:base, 'User limit reached. Please purchase more licenses from super admin') if User.count >= ChatwootHub.pricing_plan_quantity
+  end
+end

research/chatwoot/enterprise/app/models/enterprise/conversation.rb

@@ -0,0 +1,16 @@
+module Enterprise::Conversation
+  def list_of_keys
+    super + %w[sla_policy_id]
+  end
+
+  # Include select additional_attributes keys (call related) for update events
+  def allowed_keys?
+    return true if super
+
+    attrs_change = previous_changes['additional_attributes']
+    return false unless attrs_change.is_a?(Array) && attrs_change[1].is_a?(Hash)
+
+    changed_attr_keys = attrs_change[1].keys
+    changed_attr_keys.intersect?(%w[call_status])
+  end
+end

research/chatwoot/enterprise/app/models/enterprise/inbox.rb

@@ -0,0 +1,40 @@
+module Enterprise::Inbox
+  def member_ids_with_assignment_capacity
+    return super unless enable_auto_assignment?
+
+    max_assignment_limit = auto_assignment_config['max_assignment_limit']
+    overloaded_agent_ids = max_assignment_limit.present? ? get_agent_ids_over_assignment_limit(max_assignment_limit) : []
+    super - overloaded_agent_ids
+  end
+
+  def active_bot?
+    super || captain_active?
+  end
+
+  def captain_active?
+    captain_assistant.present? && more_responses?
+  end
+
+  private
+
+  def more_responses?
+    account.usage_limits[:captain][:responses][:current_available].positive?
+  end
+
+  def get_agent_ids_over_assignment_limit(limit)
+    conversations
+      .open
+      .where(account_id: account_id)
+      .select(:assignee_id)
+      .group(:assignee_id)
+      .having("count(*) >= #{limit.to_i}")
+      .filter_map(&:assignee_id)
+  end
+
+  def ensure_valid_max_assignment_limit
+    return if auto_assignment_config['max_assignment_limit'].blank?
+    return if auto_assignment_config['max_assignment_limit'].to_i.positive?
+
+    errors.add(:auto_assignment_config, 'max_assignment_limit must be greater than 0')
+  end
+end

research/chatwoot/enterprise/app/models/enterprise/inbox_agent_availability.rb

@@ -0,0 +1,31 @@
+module Enterprise::InboxAgentAvailability
+  extend ActiveSupport::Concern
+
+  def member_ids_with_assignment_capacity
+    return member_ids unless capacity_filtering_enabled?
+
+    # Get online agents with capacity
+    agents = available_agents
+    agents = filter_by_capacity(agents)
+    agents.map(&:user_id)
+  end
+
+  private
+
+  def filter_by_capacity(inbox_members_scope)
+    return inbox_members_scope unless capacity_filtering_enabled?
+
+    inbox_members_scope.select do |inbox_member|
+      capacity_service.agent_has_capacity?(inbox_member.user, self)
+    end
+  end
+
+  def capacity_filtering_enabled?
+    account.feature_enabled?('assignment_v2') &&
+      account.account_users.joins(:agent_capacity_policy).exists?
+  end
+
+  def capacity_service
+    @capacity_service ||= Enterprise::AutoAssignment::CapacityService.new
+  end
+end