build: 打通 FastAPI 与 Vue 最小工程、依赖与数据库连接

后端入口、配置、Redis 与 Alembic 迁移就位；前端 Vite 工程可安装可构建。

backend/alembic/README

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+Generic single-database configuration.

backend/alembic/env.py

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+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+# alembic/env.py
+
+import os
+from logging.config import fileConfig
+from sqlalchemy import engine_from_config
+from sqlalchemy import pool
+from alembic import context
+from app.database import Base
+from app.models import Organization, User, Role, AIConfig, Agent, Knowledge, KnowledgeToAgent, AIModelType
+from app.core.config import settings
+
+# this is the Alembic Config object, which provides access to the values within the .ini file
+config = context.config
+
+# Override sqlalchemy.url with our database URL from settings
+
+config.set_main_option('sqlalchemy.url', settings.DATABASE_URL)
+
+# Interpret the config file for Python logging.
+if config.config_file_name is not None:
+    fileConfig(config.config_file_name)
+
+# add your model's MetaData object here
+# for 'autogenerate' support
+target_metadata = Base.metadata
+
+
+def run_migrations_offline():
+    context.configure(
+        url=config.get_main_option("sqlalchemy.url"),
+        target_metadata=target_metadata,
+        literal_binds=True,
+        dialect_opts={"paramstyle": "named"},
+    )
+
+    with context.begin_transaction():
+        context.run_migrations()
+
+
+def run_migrations_online():
+    connectable = engine_from_config(
+        config.get_section(config.config_ini_section),
+        prefix="sqlalchemy.",
+        poolclass=pool.NullPool,
+    )
+
+    with connectable.connect() as connection:
+        context.configure(connection=connection,
+                          target_metadata=target_metadata)
+
+        with context.begin_transaction():
+            context.run_migrations()
+
+
+if context.is_offline_mode():
+    run_migrations_offline()
+else:
+    run_migrations_online()

backend/alembic/script.py.mako

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+"""${message}
+
+Revision ID: ${up_revision}
+Revises: ${down_revision | comma,n}
+Create Date: ${create_date}
+
+"""
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+${imports if imports else ""}
+
+# revision identifiers, used by Alembic.
+revision: str = ${repr(up_revision)}
+down_revision: Union[str, None] = ${repr(down_revision)}
+branch_labels: Union[str, Sequence[str], None] = ${repr(branch_labels)}
+depends_on: Union[str, Sequence[str], None] = ${repr(depends_on)}
+
+
+def upgrade() -> None:
+    ${upgrades if upgrades else "pass"}
+
+
+def downgrade() -> None:
+    ${downgrades if downgrades else "pass"}

backend/alembic/versions/013174e15242_add_priority_to_knowledge_queue.py

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+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+"""add_priority_to_knowledge_queue
+
+Revision ID: 013174e15242
+Revises: dc827ab30bd4
+Create Date: 2025-10-06 14:35:40.640506
+
+"""
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+
+
+# revision identifiers, used by Alembic.
+revision: str = '013174e15242'
+down_revision: Union[str, None] = 'dc827ab30bd4'
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    # Add priority column with default value 0 and create index
+    op.add_column('knowledge_queue', sa.Column('priority', sa.Integer(), nullable=False, server_default='0'))
+    op.create_index(op.f('ix_knowledge_queue_priority'), 'knowledge_queue', ['priority'], unique=False)
+
+
+def downgrade() -> None:
+    # Remove index and column
+    op.drop_index(op.f('ix_knowledge_queue_priority'), table_name='knowledge_queue')
+    op.drop_column('knowledge_queue', 'priority')

backend/alembic/versions/0cf34ff05aee_merge_guardrails_and_chat_initiation.py

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+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+"""merge guardrails and chat initiation
+
+Revision ID: 0cf34ff05aee
+Revises: 2037204bbebf, a1b2c3d4e5f6
+Create Date: 2025-10-31 19:08:54.718682
+
+"""
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+
+
+# revision identifiers, used by Alembic.
+revision: str = '0cf34ff05aee'
+down_revision: Union[str, None] = ('2037204bbebf', 'a1b2c3d4e5f6')
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    pass
+
+
+def downgrade() -> None:
+    pass

backend/alembic/versions/0cf5fa1db0cb_add_teamid_to_agent_sessions.py

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+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+"""add_teamid_to_agent_sessions
+
+Revision ID: 0cf5fa1db0cb
+Revises: 91a148726029
+Create Date: 2025-03-21 13:57:55.161703
+
+"""
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+
+
+# revision identifiers, used by Alembic.
+revision: str = '0cf5fa1db0cb'
+down_revision: Union[str, None] = '91a148726029'
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+def upgrade() -> None:
+    # Check if 'ai' schema and agent_sessions table exist before attempting to modify
+    conn = op.get_bind()
+    
+    # Check if schema exists
+    schema_result = conn.execute(sa.text("SELECT schema_name FROM information_schema.schemata WHERE schema_name = 'ai'"))
+    schema_exists = schema_result.fetchone() is not None
+    
+    if not schema_exists:
+        print("Schema 'ai' does not exist, skipping migration")
+        return
+    
+    # Check if table exists
+    table_result = conn.execute(sa.text(
+        "SELECT table_name FROM information_schema.tables WHERE table_schema = 'ai' AND table_name = 'agent_sessions'"
+    ))
+    table_exists = table_result.fetchone() is not None
+    
+    if table_exists:
+        # Add team_id column to ai.agent_sessions table
+        op.add_column('agent_sessions', 
+            sa.Column('team_id', sa.UUID(), nullable=True),
+            schema='ai'
+        )
+    else:
+        print("Table 'ai.agent_sessions' does not exist, skipping migration")
+
+
+def downgrade() -> None:
+    # Check if 'ai' schema and agent_sessions table exist before attempting to modify
+    conn = op.get_bind()
+    
+    # Check if schema exists
+    schema_result = conn.execute(sa.text("SELECT schema_name FROM information_schema.schemata WHERE schema_name = 'ai'"))
+    schema_exists = schema_result.fetchone() is not None
+    
+    if not schema_exists:
+        print("Schema 'ai' does not exist, skipping migration rollback")
+        return
+    
+    # Check if table exists
+    table_result = conn.execute(sa.text(
+        "SELECT table_name FROM information_schema.tables WHERE table_schema = 'ai' AND table_name = 'agent_sessions'"
+    ))
+    table_exists = table_result.fetchone() is not None
+    
+    if table_exists:
+        # Drop team_id column from ai.agent_sessions table
+        op.drop_column('agent_sessions', 'team_id', schema='ai')
+    else:
+        print("Table 'ai.agent_sessions' does not exist, skipping migration rollback")

backend/alembic/versions/0ee9dbc73d9e_removed_message_node_specific_fields.py

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+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+"""removed message node specific fields
+
+Revision ID: 0ee9dbc73d9e
+Revises: bdaa7a5d6109
+Create Date: 2025-07-23 12:19:03.629271
+
+"""
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+
+
+# revision identifiers, used by Alembic.
+revision: str = '0ee9dbc73d9e'
+down_revision: Union[str, None] = 'bdaa7a5d6109'
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    # ### commands auto generated by Alembic - please adjust! ###
+    
+    op.drop_column('workflow_nodes', 'message_text')
+    # ### end Alembic commands ###
+
+
+def downgrade() -> None:
+    # ### commands auto generated by Alembic - please adjust! ###
+    op.add_column('workflow_nodes', sa.Column('message_text', sa.TEXT(), autoincrement=False, nullable=True))
+
+    # ### end Alembic commands ###

backend/alembic/versions/1493b8279a2f_added_shopify_models.py

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+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+"""added shopify models
+
+Revision ID: 1493b8279a2f
+Revises: 520df92643e3
+Create Date: 2025-04-10 13:50:54.439561
+
+"""
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+
+
+# revision identifiers, used by Alembic.
+revision: str = '1493b8279a2f'
+down_revision: Union[str, None] = '520df92643e3'
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    # ### commands auto generated by Alembic - please adjust! ###
+
+    op.create_table('shopify_shops',
+    sa.Column('id', sa.String(), nullable=False),
+    sa.Column('shop_domain', sa.String(), nullable=False),
+    sa.Column('access_token', sa.String(), nullable=True),
+    sa.Column('scope', sa.String(), nullable=True),
+    sa.Column('is_installed', sa.Boolean(), nullable=True),
+    sa.Column('created_at', sa.DateTime(), server_default=sa.text('now()'), nullable=True),
+    sa.Column('updated_at', sa.DateTime(), server_default=sa.text('now()'), nullable=True),
+    sa.Column('organization_id', sa.UUID(), nullable=True),
+    sa.ForeignKeyConstraint(['organization_id'], ['organizations.id'], ),
+    sa.PrimaryKeyConstraint('id')
+    )
+    op.create_index(op.f('ix_shopify_shops_shop_domain'), 'shopify_shops', ['shop_domain'], unique=True)
+
+    # ### end Alembic commands ###
+
+
+def downgrade() -> None:
+    # ### commands auto generated by Alembic - please adjust! ###
+ 
+    op.drop_index(op.f('ix_shopify_shops_shop_domain'), table_name='shopify_shops')
+    op.drop_table('shopify_shops')
+
+    # ### end Alembic commands ###

backend/alembic/versions/186c65ae9406_added_rating_table.py

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+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+"""added rating table
+
+Revision ID: 186c65ae9406
+Revises: 537f2b7d4a7c
+Create Date: 2025-03-04 12:18:45.004571
+
+"""
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+
+
+# revision identifiers, used by Alembic.
+revision: str = '186c65ae9406'
+down_revision: Union[str, None] = '537f2b7d4a7c'
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    # ### commands auto generated by Alembic - please adjust! ###
+    
+    op.create_table('ratings',
+    sa.Column('id', sa.UUID(), nullable=False),
+    sa.Column('session_id', sa.UUID(), nullable=False),
+    sa.Column('customer_id', sa.UUID(), nullable=True),
+    sa.Column('agent_id', sa.UUID(), nullable=True),
+    sa.Column('organization_id', sa.UUID(), nullable=False),
+    sa.Column('rating', sa.Integer(), nullable=False),
+    sa.Column('feedback', sa.Text(), nullable=True),
+    sa.Column('created_at', sa.DateTime(timezone=True), server_default=sa.text('now()'), nullable=True),
+    sa.ForeignKeyConstraint(['agent_id'], ['agents.id'], ondelete='SET NULL'),
+    sa.ForeignKeyConstraint(['customer_id'], ['customers.id'], ondelete='SET NULL'),
+    sa.ForeignKeyConstraint(['organization_id'], ['organizations.id'], ondelete='CASCADE'),
+    sa.ForeignKeyConstraint(['session_id'], ['session_to_agents.session_id'], ondelete='CASCADE'),
+    sa.PrimaryKeyConstraint('id')
+    )
+    op.create_index(op.f('ix_ratings_id'), 'ratings', ['id'], unique=False)
+    op.alter_column('agents', 'ask_for_rating',
+               existing_type=sa.BOOLEAN(),
+               nullable=True,
+               existing_server_default=sa.text('true'))
+    # ### end Alembic commands ###
+
+
+def downgrade() -> None:
+    # ### commands auto generated by Alembic - please adjust! ###
+    op.alter_column('agents', 'ask_for_rating',
+               existing_type=sa.BOOLEAN(),
+               nullable=False,
+               existing_server_default=sa.text('true'))
+    op.drop_index(op.f('ix_ratings_id'), table_name='ratings')
+    op.drop_table('ratings')
+   
+    # ### end Alembic commands ###

backend/alembic/versions/2037204bbebf_add_guardrails_node_type.py

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+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+"""add guardrails node type
+
+Revision ID: 2037204bbebf
+Revises: 7af9828611e7
+Create Date: 2025-10-29 11:47:00.000000
+
+"""
+from typing import Sequence, Union
+
+from alembic import op
+# revision identifiers, used by Alembic.
+revision: str = '2037204bbebf'
+down_revision: Union[str, None] = '7af9828611e7'
+
+
+def upgrade() -> None:
+    # Add GUARDRAILS to the NodeType enum
+    op.execute("ALTER TYPE nodetype ADD VALUE IF NOT EXISTS 'GUARDRAILS'")
+
+
+def downgrade() -> None:
+    # First, delete or convert any existing GUARDRAILS nodes
+    # Option 1: Delete GUARDRAILS nodes (uncomment if you want to delete them)
+    # op.execute("DELETE FROM workflow_nodes WHERE node_type = 'GUARDRAILS'")
+    
+    # Option 2: Convert GUARDRAILS nodes to ACTION nodes (safer - preserves data)
+    op.execute("UPDATE workflow_nodes SET node_type = 'ACTION' WHERE node_type = 'GUARDRAILS'")
+    
+    # Create a new enum without the guardrails value
+    op.execute("""
+        CREATE TYPE nodetype_new AS ENUM (
+            'MESSAGE','LLM','CONDITION','FORM','ACTION','HUMAN_TRANSFER','WAIT','END','LANDING_PAGE','USER_INPUT'
+        )
+    """)
+    
+    # Update the column type to use the new enum
+    op.execute("ALTER TABLE workflow_nodes ALTER COLUMN node_type TYPE nodetype_new USING node_type::text::nodetype_new")
+    
+    # Drop the old enum
+    op.execute("DROP TYPE nodetype")
+    
+    # Rename the new enum to the original name
+    op.execute("ALTER TYPE nodetype_new RENAME TO nodetype")

backend/alembic/versions/2381319791e8_merge_multiple_heads.py

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+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+"""merge multiple heads
+
+Revision ID: 2381319791e8
+Revises: add_allowed_attachment_types_001, add_require_token_auth_001
+Create Date: 2026-01-08 10:31:54.013991
+
+"""
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+
+
+# revision identifiers, used by Alembic.
+revision: str = '2381319791e8'
+down_revision: Union[str, None] = ('add_allowed_attachment_types_001', 'add_require_token_auth_001')
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    pass
+
+
+def downgrade() -> None:
+    pass

backend/alembic/versions/2fd826882d08_add_workflow_history_column.py

@@ -0,0 +1,44 @@
+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+"""add_workflow_history_column
+
+Revision ID: 2fd826882d08
+Revises: 0ee9dbc73d9e
+Create Date: 2025-07-24 21:10:23.798939
+
+"""
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+
+
+# revision identifiers, used by Alembic.
+revision: str = '2fd826882d08'
+down_revision: Union[str, None] = '0ee9dbc73d9e'
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    # Add workflow_history column to store form submissions and workflow interactions
+    op.add_column('session_to_agents', sa.Column('workflow_history', sa.JSON(), nullable=True))
+
+
+def downgrade() -> None:
+    # Remove workflow_history column
+    op.drop_column('session_to_agents', 'workflow_history')

backend/alembic/versions/30caca239191_add_jira_config.py

@@ -0,0 +1,64 @@
+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+"""add jira config
+
+Revision ID: 30caca239191
+Revises: fa04f644fc0c
+Create Date: 2025-03-06 20:27:48.691533
+
+"""
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+
+
+# revision identifiers, used by Alembic.
+revision: str = '30caca239191'
+down_revision: Union[str, None] = 'fa04f644fc0c'
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    # ### commands auto generated by Alembic - please adjust! ###
+
+    op.create_table('jira_tokens',
+    sa.Column('id', sa.Integer(), nullable=False),
+    sa.Column('organization_id', sa.UUID(), nullable=False),
+    sa.Column('access_token', sa.String(), nullable=False),
+    sa.Column('refresh_token', sa.String(), nullable=False),
+    sa.Column('token_type', sa.String(), nullable=False),
+    sa.Column('expires_at', sa.DateTime(), nullable=False),
+    sa.Column('cloud_id', sa.String(), nullable=False),
+    sa.Column('site_url', sa.String(), nullable=False),
+    sa.Column('created_at', sa.DateTime(), nullable=True),
+    sa.Column('updated_at', sa.DateTime(), nullable=True),
+    sa.ForeignKeyConstraint(['organization_id'], ['organizations.id'], ),
+    sa.PrimaryKeyConstraint('id')
+    )
+    op.create_index(op.f('ix_jira_tokens_id'), 'jira_tokens', ['id'], unique=False)
+  
+    # ### end Alembic commands ###
+
+
+def downgrade() -> None:
+    # ### commands auto generated by Alembic - please adjust! ###
+    op.drop_index(op.f('ix_jira_tokens_id'), table_name='jira_tokens')
+    op.drop_table('jira_tokens')
+    # ### end Alembic commands ###
+

backend/alembic/versions/520df92643e3_added_replypier_ai_model.py

@@ -0,0 +1,46 @@
+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+"""Added replypier AI model
+
+Revision ID: 520df92643e3
+Revises: 85364d188f15
+Create Date: 2025-03-28 23:27:11.906265
+
+"""
+from typing import Sequence, Union
+from alembic import op
+import sqlalchemy as sa
+from sqlalchemy.dialects import postgresql
+
+# revision identifiers, used by Alembic.
+revision: str = '520df92643e3'
+down_revision: Union[str, None] = '85364d188f15'
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+def upgrade() -> None:
+    # ### commands auto generated by Alembic - please adjust! ###
+    # Create a new temporary type with the new value
+    op.execute("ALTER TYPE aimodeltype ADD VALUE IF NOT EXISTS 'REPLYPIER'")
+    # ### end Alembic commands ###
+
+def downgrade() -> None:
+    # ### commands auto generated by Alembic - please adjust! ###
+    # Note: PostgreSQL does not support removing enum values
+    # We can only create a new enum without the value and replace the old one
+    pass
+    # ### end Alembic commands ###

backend/alembic/versions/52e6ca829bb8_make_user_org_and_role_nullable.py

@@ -0,0 +1,58 @@
+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+"""make user org and role nullable
+
+Revision ID: 52e6ca829bb8
+Revises: b365b8447598
+Create Date: 2024-02-04 18:54:47.823
+
+"""
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+
+
+# revision identifiers, used by Alembic.
+revision: str = '52e6ca829bb8'
+down_revision: Union[str, None] = 'b365b8447598'
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    # Make organization_id nullable
+    op.alter_column('users', 'organization_id',
+               existing_type=sa.UUID(),
+               nullable=True)
+    
+    # Make role_id nullable
+    op.alter_column('users', 'role_id',
+               existing_type=sa.INTEGER(),
+               nullable=True)
+
+
+def downgrade() -> None:
+    # Revert organization_id to non-nullable
+    op.alter_column('users', 'organization_id',
+               existing_type=sa.UUID(),
+               nullable=False)
+    
+    # Revert role_id to non-nullable
+    op.alter_column('users', 'role_id',
+               existing_type=sa.INTEGER(),
+               nullable=False)

backend/alembic/versions/537f2b7d4a7c_added_end_chat_support.py

@@ -0,0 +1,67 @@
+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+"""added end chat support
+
+Revision ID: 537f2b7d4a7c
+Revises: 5b5f936cd9e4
+Create Date: 2025-03-04 12:07:37.679734
+
+"""
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+from sqlalchemy.dialects import postgresql
+
+# revision identifiers, used by Alembic.
+revision: str = '537f2b7d4a7c'
+down_revision: Union[str, None] = '5b5f936cd9e4'
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    # Create the enum type first
+    end_chat_reason_type = postgresql.ENUM(
+        'ISSUE_RESOLVED',
+        'CUSTOMER_REQUEST',
+        'CONFIRMATION_RECEIVED',
+        'FAREWELL',
+        'THANK_YOU',
+        'NATURAL_CONCLUSION',
+        'TASK_COMPLETED',
+        name='endchatreasontype'
+    )
+    end_chat_reason_type.create(op.get_bind())
+
+    # Add columns
+    op.add_column('agents', sa.Column('ask_for_rating', sa.Boolean(), server_default='true', nullable=False))
+    op.add_column('session_to_agents', sa.Column('end_chat_reason', postgresql.ENUM('ISSUE_RESOLVED', 'CUSTOMER_REQUEST', 'CONFIRMATION_RECEIVED', 'FAREWELL', 'THANK_YOU', 'NATURAL_CONCLUSION', 'TASK_COMPLETED', name='endchatreasontype'), nullable=True))
+    op.add_column('session_to_agents', sa.Column('end_chat_description', sa.String(), nullable=True))
+    op.drop_column('session_to_agents', 'closed_at')
+    # ### end Alembic commands ###
+
+
+def downgrade() -> None:
+    # ### commands auto generated by Alembic - please adjust! ###
+    op.add_column('session_to_agents', sa.Column('closed_at', postgresql.TIMESTAMP(timezone=True), autoincrement=False, nullable=True))
+    op.drop_column('session_to_agents', 'end_chat_description')
+    op.drop_column('session_to_agents', 'end_chat_reason')
+    op.drop_column('agents', 'ask_for_rating')
+
+    # Drop the enum type
+    op.execute('DROP TYPE endchatreasontype')

backend/alembic/versions/5b5f936cd9e4_role_remove_name_alone_as_unique.py

@@ -0,0 +1,48 @@
+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+"""Role remove name alone as unique
+
+Revision ID: 5b5f936cd9e4
+Revises: 52e6ca829bb8
+Create Date: 2025-02-08 07:36:33.283138
+
+"""
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+
+
+# revision identifiers, used by Alembic.
+revision: str = '5b5f936cd9e4'
+down_revision: Union[str, None] = '52e6ca829bb8'
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    # ### commands auto generated by Alembic - please adjust! ###
+    op.drop_constraint('roles_name_key', 'roles', type_='unique')
+    op.create_unique_constraint('uq_role_name_org', 'roles', ['name', 'organization_id'])
+    # ### end Alembic commands ###
+
+
+def downgrade() -> None:
+    # ### commands auto generated by Alembic - please adjust! ###
+    op.drop_constraint('uq_role_name_org', 'roles', type_='unique')
+    op.create_unique_constraint('roles_name_key', 'roles', ['name'])
+    # ### end Alembic commands ###

backend/alembic/versions/621095beb234_add_mcp_tools_tables.py

@@ -0,0 +1,84 @@
+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+"""add_mcp_tools_tables
+
+Revision ID: 621095beb234
+Revises: 7991b4fc00d8
+Create Date: 2025-07-27 16:45:37.520270
+
+"""
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+from sqlalchemy.dialects import postgresql
+
+# revision identifiers, used by Alembic.
+revision: str = '621095beb234'
+down_revision: Union[str, None] = '7991b4fc00d8'
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    # ### commands auto generated by Alembic - please adjust! ###
+  
+
+    op.create_table('mcp_tools',
+    sa.Column('id', sa.Integer(), nullable=False),
+    sa.Column('name', sa.String(), nullable=False),
+    sa.Column('description', sa.Text(), nullable=True),
+    sa.Column('transport_type', sa.Enum('STDIO', 'SSE', 'HTTP', name='mcptransporttype'), nullable=False),
+    sa.Column('enabled', sa.Boolean(), nullable=False),
+    sa.Column('command', sa.String(), nullable=True),
+    sa.Column('args', postgresql.JSON(astext_type=sa.Text()), nullable=True),
+    sa.Column('env_vars', postgresql.JSON(astext_type=sa.Text()), nullable=True),
+    sa.Column('url', sa.String(), nullable=True),
+    sa.Column('headers', postgresql.JSON(astext_type=sa.Text()), nullable=True),
+    sa.Column('timeout', sa.Integer(), nullable=True),
+    sa.Column('sse_read_timeout', sa.Integer(), nullable=True),
+    sa.Column('terminate_on_close', sa.Boolean(), nullable=True),
+    sa.Column('organization_id', sa.UUID(), nullable=False),
+    sa.Column('created_at', sa.DateTime(), server_default=sa.text('now()'), nullable=True),
+    sa.Column('updated_at', sa.DateTime(), server_default=sa.text('now()'), nullable=True),
+    sa.ForeignKeyConstraint(['organization_id'], ['organizations.id'], ),
+    sa.PrimaryKeyConstraint('id')
+    )
+    op.create_index(op.f('ix_mcp_tools_id'), 'mcp_tools', ['id'], unique=False)
+
+    op.create_table('mcp_tool_to_agent',
+    sa.Column('id', sa.Integer(), nullable=False),
+    sa.Column('mcp_tool_id', sa.Integer(), nullable=False),
+    sa.Column('agent_id', sa.UUID(), nullable=False),
+    sa.Column('created_at', sa.DateTime(), server_default=sa.text('now()'), nullable=True),
+    sa.ForeignKeyConstraint(['agent_id'], ['agents.id'], ),
+    sa.ForeignKeyConstraint(['mcp_tool_id'], ['mcp_tools.id'], ),
+    sa.PrimaryKeyConstraint('id')
+    )
+    op.create_index(op.f('ix_mcp_tool_to_agent_id'), 'mcp_tool_to_agent', ['id'], unique=False)
+    # ### end Alembic commands ###
+
+
+def downgrade() -> None:
+    # ### commands auto generated by Alembic - please adjust! ###
+    op.drop_index(op.f('ix_mcp_tool_to_agent_id'), table_name='mcp_tool_to_agent')
+    op.drop_table('mcp_tool_to_agent')
+
+    op.drop_index(op.f('ix_mcp_tools_id'), table_name='mcp_tools')
+    op.drop_table('mcp_tools')
+
+    # ### end Alembic commands ###

backend/alembic/versions/6885c9f36712_add_chat_style_and_widget_position_to_agent_customizations.py

@@ -0,0 +1,70 @@
+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+"""add chat_style and widget_position to agent_customizations
+
+Revision ID: 6885c9f36712
+Revises: 9ce623009955
+Create Date: 2025-01-27 12:00:00.000000
+
+"""
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+
+
+# revision identifiers, used by Alembic.
+revision: str = '6885c9f36712'
+down_revision: Union[str, None] = '9ce623009955'
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    # Create ChatStyle enum
+    chatstyle_enum = sa.Enum('CHATBOT', 'ASK_ANYTHING', name='chatstyle')
+    chatstyle_enum.create(op.get_bind())
+    
+    # Create WidgetPosition enum
+    widgetposition_enum = sa.Enum('FLOATING', 'FIXED', name='widgetposition')
+    widgetposition_enum.create(op.get_bind())
+    
+    # Add columns to agent_customizations table as nullable first
+    op.add_column('agent_customizations', 
+        sa.Column('chat_style', chatstyle_enum, nullable=True)
+    )
+    op.add_column('agent_customizations', 
+        sa.Column('widget_position', widgetposition_enum, nullable=True)
+    )
+    
+    # Update existing rows with default values
+    op.execute("UPDATE agent_customizations SET chat_style = 'CHATBOT' WHERE chat_style IS NULL")
+    op.execute("UPDATE agent_customizations SET widget_position = 'FLOATING' WHERE widget_position IS NULL")
+    
+    # Now make the columns NOT NULL
+    op.alter_column('agent_customizations', 'chat_style', nullable=False)
+    op.alter_column('agent_customizations', 'widget_position', nullable=False)
+
+
+def downgrade() -> None:
+    # Drop columns
+    op.drop_column('agent_customizations', 'widget_position')
+    op.drop_column('agent_customizations', 'chat_style')
+    
+    # Drop enums
+    sa.Enum(name='widgetposition').drop(op.get_bind())
+    sa.Enum(name='chatstyle').drop(op.get_bind()) 

backend/alembic/versions/7991b4fc00d8_added_wlecome_header_and_title.py

@@ -0,0 +1,51 @@
+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+"""added wlecome header and title 
+
+Revision ID: 7991b4fc00d8
+Revises: 6885c9f36712
+Create Date: 2025-07-27 16:11:49.392307
+
+"""
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+
+
+# revision identifiers, used by Alembic.
+revision: str = '7991b4fc00d8'
+down_revision: Union[str, None] = '6885c9f36712'
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    # ### commands auto generated by Alembic - please adjust! ###
+    
+    op.add_column('agent_customizations', sa.Column('welcome_title', sa.String(), nullable=True))
+    op.add_column('agent_customizations', sa.Column('welcome_subtitle', sa.String(), nullable=True))
+    # ### end Alembic commands ###
+
+
+def downgrade() -> None:
+    # ### commands auto generated by Alembic - please adjust! ###
+    op.drop_column('agent_customizations', 'welcome_subtitle')
+    op.drop_column('agent_customizations', 'welcome_title')
+
+
+    # ### end Alembic commands ###

backend/alembic/versions/7af9828611e7_add_oauth_state_fields_to_shopify_shops.py

@@ -0,0 +1,46 @@
+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+"""Add oauth_state fields to shopify_shops
+
+Revision ID: 7af9828611e7
+Revises: d9a4b9902f80
+Create Date: 2025-10-28 20:28:32.936719
+
+"""
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+
+
+# revision identifiers, used by Alembic.
+revision: str = '7af9828611e7'
+down_revision: Union[str, None] = 'd9a4b9902f80'
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    # Add oauth_state and oauth_state_expiry columns to shopify_shops table
+    op.add_column('shopify_shops', sa.Column('oauth_state', sa.String(), nullable=True))
+    op.add_column('shopify_shops', sa.Column('oauth_state_expiry', sa.DateTime(), nullable=True))
+
+
+def downgrade() -> None:
+    # Remove oauth_state and oauth_state_expiry columns from shopify_shops table
+    op.drop_column('shopify_shops', 'oauth_state_expiry')
+    op.drop_column('shopify_shops', 'oauth_state')

backend/alembic/versions/7fd0447b3d45_workflow_tables_added.py

@@ -0,0 +1,131 @@
+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+"""Workflow tables added
+
+Revision ID: 7fd0447b3d45
+Revises: e252efacd083
+Create Date: 2025-07-09 11:12:34.104222
+
+"""
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+
+
+# revision identifiers, used by Alembic.
+revision: str = '7fd0447b3d45'
+down_revision: Union[str, None] = 'e252efacd083'
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    # ### commands auto generated by Alembic - please adjust! ###
+   
+    op.create_table('workflows',
+    sa.Column('id', sa.UUID(), nullable=False),
+    sa.Column('name', sa.String(length=100), nullable=False),
+    sa.Column('description', sa.Text(), nullable=True),
+    sa.Column('status', sa.Enum('DRAFT', 'PUBLISHED', 'ARCHIVED', name='workflowstatus'), nullable=True),
+    sa.Column('version', sa.Integer(), nullable=True),
+    sa.Column('is_template', sa.Boolean(), nullable=True),
+    sa.Column('default_language', sa.String(length=10), nullable=True),
+    sa.Column('created_at', sa.DateTime(), nullable=True),
+    sa.Column('updated_at', sa.DateTime(), nullable=True),
+    sa.Column('created_by', sa.UUID(), nullable=True),
+    sa.Column('organization_id', sa.UUID(), nullable=True),
+    sa.Column('agent_id', sa.UUID(), nullable=True),
+    sa.Column('canvas_data', sa.JSON(), nullable=True),
+    sa.Column('settings', sa.JSON(), nullable=True),
+    sa.ForeignKeyConstraint(['agent_id'], ['agents.id'], ),
+    sa.ForeignKeyConstraint(['created_by'], ['users.id'], ),
+    sa.ForeignKeyConstraint(['organization_id'], ['organizations.id'], ),
+    sa.PrimaryKeyConstraint('id')
+    )
+  
+
+   
+    op.create_table('workflow_nodes',
+    sa.Column('id', sa.UUID(), nullable=False),
+    sa.Column('workflow_id', sa.UUID(), nullable=False),
+    sa.Column('node_type', sa.Enum('MESSAGE', 'LLM', 'CONDITION', 'FORM', 'ACTION', 'HUMAN_TRANSFER', 'WAIT', 'END', name='nodetype'), nullable=False),
+    sa.Column('name', sa.String(length=100), nullable=False),
+    sa.Column('description', sa.Text(), nullable=True),
+    sa.Column('position_x', sa.Float(), nullable=True),
+    sa.Column('position_y', sa.Float(), nullable=True),
+    sa.Column('config', sa.JSON(), nullable=True),
+    sa.Column('created_at', sa.DateTime(timezone=True), server_default=sa.text('now()'), nullable=True),
+    sa.Column('updated_at', sa.DateTime(timezone=True), server_default=sa.text('now()'), nullable=True),
+    sa.Column('message_text', sa.Text(), nullable=True),
+    sa.Column('system_prompt', sa.Text(), nullable=True),
+    sa.Column('temperature', sa.Float(), nullable=True),
+    sa.Column('model_id', sa.Integer(), nullable=True),
+    sa.Column('form_fields', sa.JSON(), nullable=True),
+    sa.Column('condition_expression', sa.Text(), nullable=True),
+    sa.Column('action_type', sa.String(), nullable=True),
+    sa.Column('action_config', sa.JSON(), nullable=True),
+    sa.Column('transfer_rules', sa.JSON(), nullable=True),
+    sa.Column('wait_duration', sa.Integer(), nullable=True),
+    sa.Column('wait_until_condition', sa.Text(), nullable=True),
+    sa.ForeignKeyConstraint(['model_id'], ['ai_configs.id'], ),
+    sa.ForeignKeyConstraint(['workflow_id'], ['workflows.id'], ondelete='CASCADE'),
+    sa.PrimaryKeyConstraint('id')
+    )
+    op.create_table('workflow_connections',
+    sa.Column('id', sa.UUID(), nullable=False),
+    sa.Column('workflow_id', sa.UUID(), nullable=False),
+    sa.Column('source_node_id', sa.UUID(), nullable=False),
+    sa.Column('target_node_id', sa.UUID(), nullable=False),
+    sa.Column('label', sa.String(length=100), nullable=True),
+    sa.Column('condition', sa.Text(), nullable=True),
+    sa.Column('priority', sa.Integer(), nullable=True),
+    sa.Column('connection_metadata', sa.JSON(), nullable=True),
+    sa.Column('created_at', sa.DateTime(timezone=True), server_default=sa.text('now()'), nullable=True),
+    sa.Column('updated_at', sa.DateTime(timezone=True), server_default=sa.text('now()'), nullable=True),
+    sa.ForeignKeyConstraint(['source_node_id'], ['workflow_nodes.id'], ondelete='CASCADE'),
+    sa.ForeignKeyConstraint(['target_node_id'], ['workflow_nodes.id'], ondelete='CASCADE'),
+    sa.ForeignKeyConstraint(['workflow_id'], ['workflows.id'], ondelete='CASCADE'),
+    sa.PrimaryKeyConstraint('id')
+    )
+    op.add_column('agents', sa.Column('use_workflow', sa.Boolean(), nullable=True))
+    op.add_column('agents', sa.Column('active_workflow_id', sa.UUID(), nullable=True))
+    op.create_foreign_key(None, 'agents', 'workflows', ['active_workflow_id'], ['id'])
+    op.add_column('session_to_agents', sa.Column('workflow_id', sa.UUID(), nullable=True))
+    op.add_column('session_to_agents', sa.Column('current_node_id', sa.UUID(), nullable=True))
+    op.add_column('session_to_agents', sa.Column('workflow_state', sa.JSON(), nullable=True))
+    op.create_foreign_key(None, 'session_to_agents', 'workflow_nodes', ['current_node_id'], ['id'], ondelete='SET NULL')
+    op.create_foreign_key(None, 'session_to_agents', 'workflows', ['workflow_id'], ['id'], ondelete='SET NULL')
+    # ### end Alembic commands ###
+
+
+def downgrade() -> None:
+    # ### commands auto generated by Alembic - please adjust! ###
+    op.drop_constraint(None, 'session_to_agents', type_='foreignkey')
+    op.drop_constraint(None, 'session_to_agents', type_='foreignkey')
+    op.drop_column('session_to_agents', 'workflow_state')
+    op.drop_column('session_to_agents', 'current_node_id')
+    op.drop_column('session_to_agents', 'workflow_id')
+    op.drop_constraint(None, 'agents', type_='foreignkey')
+    op.drop_column('agents', 'active_workflow_id')
+    op.drop_column('agents', 'use_workflow')
+    op.drop_table('workflow_connections')
+    op.drop_table('workflow_nodes')
+
+    op.drop_table('workflows')
+
+    # ### end Alembic commands ###

backend/alembic/versions/85364d188f15_merge_heads.py

@@ -0,0 +1,42 @@
+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+"""merge heads
+
+Revision ID: 85364d188f15
+Revises: 0cf5fa1db0cb, 89a4f4898aa4
+Create Date: 2025-03-22 20:43:28.206404
+
+"""
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+
+
+# revision identifiers, used by Alembic.
+revision: str = '85364d188f15'
+down_revision: Union[str, None] = ('0cf5fa1db0cb', '89a4f4898aa4')
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    pass
+
+
+def downgrade() -> None:
+    pass

backend/alembic/versions/89a4f4898aa4_change_datetime_to_timestamp_with_.py

@@ -0,0 +1,64 @@
+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+"""change datetime to timestamp with timezone
+
+Revision ID: 89a4f4898aa4
+Revises: 91a148726029
+Create Date: 2024-03-21 19:18:36.159906
+
+"""
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+from sqlalchemy.dialects import postgresql
+
+# revision identifiers, used by Alembic.
+revision: str = '89a4f4898aa4'
+down_revision: Union[str, None] = '91a148726029'
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    # Change columns from DateTime to TIMESTAMP WITH TIME ZONE in chat_history table
+    op.alter_column('chat_history', 'created_at',
+               existing_type=sa.DateTime(),
+               type_=sa.TIMESTAMP(timezone=True),
+               existing_nullable=True,
+               existing_server_default=sa.text('now()'))
+    
+    op.alter_column('chat_history', 'updated_at',
+               existing_type=sa.DateTime(),
+               type_=sa.TIMESTAMP(timezone=True),
+               existing_nullable=True,
+               existing_server_default=sa.text('now()'))
+
+
+def downgrade() -> None:
+    # Change columns back to DateTime in chat_history table
+    op.alter_column('chat_history', 'created_at',
+               existing_type=sa.TIMESTAMP(timezone=True),
+               type_=sa.DateTime(),
+               existing_nullable=True,
+               existing_server_default=sa.text('now()'))
+    
+    op.alter_column('chat_history', 'updated_at',
+               existing_type=sa.TIMESTAMP(timezone=True),
+               type_=sa.DateTime(),
+               existing_nullable=True,
+               existing_server_default=sa.text('now()'))

backend/alembic/versions/910bfe03518b_make_knowledge_queue_user_id_nullable.py

@@ -0,0 +1,48 @@
+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+"""make_knowledge_queue_user_id_nullable
+
+Revision ID: 910bfe03518b
+Revises: 0cf34ff05aee
+Create Date: 2025-11-04 17:18:35.904635
+
+"""
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+
+
+# revision identifiers, used by Alembic.
+revision: str = '910bfe03518b'
+down_revision: Union[str, None] = '0cf34ff05aee'
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    # Make user_id nullable in knowledge_queue table
+    op.alter_column('knowledge_queue', 'user_id',
+                    existing_type=sa.UUID(),
+                    nullable=True)
+
+
+def downgrade() -> None:
+    # Revert user_id to not nullable
+    op.alter_column('knowledge_queue', 'user_id',
+                    existing_type=sa.UUID(),
+                    nullable=False)

backend/alembic/versions/91a148726029_add_extra_data_to_agent_sessions.py

@@ -0,0 +1,87 @@
+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+"""add extra_data to agent_sessions
+
+Revision ID: 91a148726029
+Revises: f3dad24474e0
+Create Date: 2024-03-21 10:57:23.123456
+
+"""
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+from sqlalchemy.dialects import postgresql
+
+# revision identifiers, used by Alembic.
+revision: str = '91a148726029'
+down_revision: Union[str, None] = 'f3dad24474e0'
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    # Check if 'ai' schema and agent_sessions table exist before attempting to modify
+    conn = op.get_bind()
+    
+    # Check if schema exists
+    schema_result = conn.execute(sa.text("SELECT schema_name FROM information_schema.schemata WHERE schema_name = 'ai'"))
+    schema_exists = schema_result.fetchone() is not None
+    
+    if not schema_exists:
+        print("Schema 'ai' does not exist, skipping migration")
+        return
+    
+    # Check if table exists
+    table_result = conn.execute(sa.text(
+        "SELECT table_name FROM information_schema.tables WHERE table_schema = 'ai' AND table_name = 'agent_sessions'"
+    ))
+    table_exists = table_result.fetchone() is not None
+    
+    if table_exists:
+        # Add extra_data column to ai.agent_sessions table
+        op.add_column('agent_sessions', 
+            sa.Column('extra_data', postgresql.JSONB(astext_type=sa.Text()), nullable=True),
+            schema='ai'
+        )
+    else:
+        print("Table 'ai.agent_sessions' does not exist, skipping migration")
+
+
+def downgrade() -> None:
+    # Check if 'ai' schema and agent_sessions table exist before attempting to modify
+    conn = op.get_bind()
+    
+    # Check if schema exists
+    schema_result = conn.execute(sa.text("SELECT schema_name FROM information_schema.schemata WHERE schema_name = 'ai'"))
+    schema_exists = schema_result.fetchone() is not None
+    
+    if not schema_exists:
+        print("Schema 'ai' does not exist, skipping migration rollback")
+        return
+    
+    # Check if table exists
+    table_result = conn.execute(sa.text(
+        "SELECT table_name FROM information_schema.tables WHERE table_schema = 'ai' AND table_name = 'agent_sessions'"
+    ))
+    table_exists = table_result.fetchone() is not None
+    
+    if table_exists:
+        # Drop extra_data column from ai.agent_sessions table
+        op.drop_column('agent_sessions', 'extra_data', schema='ai')
+    else:
+        print("Table 'ai.agent_sessions' does not exist, skipping migration rollback")

backend/alembic/versions/9a01e6b653b2_add_agent_shopify_config_with_shop_.py

@@ -0,0 +1,61 @@
+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+"""Add agent shopify config with shop relation
+
+Revision ID: 9a01e6b653b2
+Revises: 1493b8279a2f
+Create Date: 2025-04-11 13:43:05.945125
+
+"""
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+
+
+# revision identifiers, used by Alembic.
+revision: str = '9a01e6b653b2'
+down_revision: Union[str, None] = '1493b8279a2f'
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    # ### commands auto generated by Alembic - please adjust! ###
+ 
+    op.create_table('agent_shopify_configs',
+    sa.Column('id', sa.String(), nullable=False),
+    sa.Column('agent_id', sa.String(), nullable=False),
+    sa.Column('shop_id', sa.String(), nullable=True),
+    sa.Column('enabled', sa.Boolean(), nullable=False),
+    sa.Column('created_at', sa.DateTime(), server_default=sa.text('now()'), nullable=True),
+    sa.Column('updated_at', sa.DateTime(), server_default=sa.text('now()'), nullable=True),
+    sa.ForeignKeyConstraint(['shop_id'], ['shopify_shops.id'], ),
+    sa.PrimaryKeyConstraint('id')
+    )
+    op.create_index(op.f('ix_agent_shopify_configs_agent_id'), 'agent_shopify_configs', ['agent_id'], unique=False)
+
+    # ### end Alembic commands ###
+
+
+def downgrade() -> None:
+    # ### commands auto generated by Alembic - please adjust! ###
+ 
+    op.drop_index(op.f('ix_agent_shopify_configs_agent_id'), table_name='agent_shopify_configs')
+    op.drop_table('agent_shopify_configs')
+
+    # ### end Alembic commands ###

backend/alembic/versions/9ce623009955_added_new_node_type_user_input.py 14-13-41-620.py

@@ -0,0 +1,60 @@
+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+"""added new node type user input
+
+Revision ID: 9ce623009955
+Revises: 2fd826882d08
+Create Date: 2025-07-25 13:59:26.571283
+
+"""
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+
+
+# revision identifiers, used by Alembic.
+revision: str = '9ce623009955'
+down_revision: Union[str, None] = '2fd826882d08'
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    # ### commands auto generated by Alembic - please adjust! ###
+    op.execute("ALTER TYPE nodetype ADD VALUE IF NOT EXISTS 'USER_INPUT'")
+    # ### end Alembic commands ###
+
+
+def downgrade() -> None:
+    # ### commands auto generated by Alembic - please adjust! ###
+        # Create a new enum without the landing_page value
+    op.execute("""
+        CREATE TYPE nodetype_new AS ENUM (
+            'MESSAGE','LLM','CONDITION','FORM','ACTION','HUMAN_TRANSFER','WAIT','END','LANDING_PAGE'
+        )
+    """)
+    
+    # Update the column type to use the new enum
+    op.execute("ALTER TABLE workflow_nodes ALTER COLUMN node_type TYPE nodetype_new USING node_type::text::nodetype_new")
+    
+    # Drop the old enum
+    op.execute("DROP TYPE nodetype")
+    
+    # Rename the new enum to the original name
+    op.execute("ALTER TYPE nodetype_new RENAME TO nodetype")
+    # ### end Alembic commands ###

backend/alembic/versions/a1b2c3d4e5f6_add_chat_initiation_messages.py

@@ -0,0 +1,47 @@
+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+"""add chat initiation messages
+
+Revision ID: a1b2c3d4e5f6
+Revises: 7af9828611e7
+Create Date: 2025-10-29 12:00:00.000000
+
+"""
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+from sqlalchemy.dialects import postgresql
+
+# revision identifiers, used by Alembic.
+revision: str = 'a1b2c3d4e5f6'
+down_revision: Union[str, None] = '7af9828611e7'
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    # ### commands auto generated by Alembic - please adjust! ###
+    op.add_column('agent_customizations', sa.Column('chat_initiation_messages', postgresql.JSON(astext_type=sa.Text()), nullable=True))
+    # ### end Alembic commands ###
+
+
+def downgrade() -> None:
+    # ### commands auto generated by Alembic - please adjust! ###
+    op.drop_column('agent_customizations', 'chat_initiation_messages')
+    # ### end Alembic commands ###
+

backend/alembic/versions/a1dbf557bbb0_merge_ai_ticketing_agent_queue_heads.py

@@ -0,0 +1,26 @@
+"""merge ai-ticketing + agent-queue heads
+
+Revision ID: a1dbf557bbb0
+Revises: add_agent_tkt_toggle_001, b7c4e91a2d38
+Create Date: 2026-07-20 11:02:56.904328
+
+"""
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+
+
+# revision identifiers, used by Alembic.
+revision: str = 'a1dbf557bbb0'
+down_revision: Union[str, None] = ('add_agent_tkt_toggle_001', 'b7c4e91a2d38')
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    pass
+
+
+def downgrade() -> None:
+    pass

backend/alembic/versions/a8efc6b31aa8_merge_crm_and_chat_session_idx_heads.py

@@ -0,0 +1,42 @@
+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+"""merge crm and chat-session-idx heads
+
+Revision ID: a8efc6b31aa8
+Revises: add_chat_session_idx_001, add_crm_tables_001
+Create Date: 2026-07-28 18:55:32.388594
+
+"""
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+
+
+# revision identifiers, used by Alembic.
+revision: str = 'a8efc6b31aa8'
+down_revision: Union[str, None] = ('add_chat_session_idx_001', 'add_crm_tables_001')
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    pass
+
+
+def downgrade() -> None:
+    pass

backend/alembic/versions/abc123456789_add_file_attachments_table.py

@@ -0,0 +1,63 @@
+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+"""add_file_attachments_table
+
+Revision ID: abc123456789
+Revises: 0cf34ff05aee
+Create Date: 2025-10-30 00:00:00.000000
+
+"""
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+from sqlalchemy.dialects import postgresql
+
+# revision identifiers, used by Alembic.
+revision: str = 'abc123456789'
+down_revision: Union[str, None] = '0cf34ff05aee'
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    # Create file_attachments table
+    op.create_table('file_attachments',
+        sa.Column('id', sa.Integer(), nullable=False),
+        sa.Column('file_url', sa.String(), nullable=False),
+        sa.Column('filename', sa.String(), nullable=False),
+        sa.Column('content_type', sa.String(), nullable=False),
+        sa.Column('file_size', sa.BigInteger(), nullable=False),
+        sa.Column('chat_history_id', sa.Integer(), nullable=True),
+        sa.Column('organization_id', postgresql.UUID(as_uuid=True), nullable=False),
+        sa.Column('uploaded_by_user_id', postgresql.UUID(as_uuid=True), nullable=True),
+        sa.Column('uploaded_by_customer_id', postgresql.UUID(as_uuid=True), nullable=True),
+        sa.Column('created_at', sa.TIMESTAMP(timezone=True), server_default=sa.text('now()'), nullable=True),
+        sa.Column('updated_at', sa.TIMESTAMP(timezone=True), server_default=sa.text('now()'), nullable=True),
+        sa.ForeignKeyConstraint(['chat_history_id'], ['chat_history.id'], ondelete='CASCADE'),
+        sa.ForeignKeyConstraint(['organization_id'], ['organizations.id'], ondelete='CASCADE'),
+        sa.ForeignKeyConstraint(['uploaded_by_user_id'], ['users.id'], ondelete='SET NULL'),
+        sa.ForeignKeyConstraint(['uploaded_by_customer_id'], ['customers.id'], ondelete='SET NULL'),
+        sa.PrimaryKeyConstraint('id')
+    )
+    op.create_index(op.f('ix_file_attachments_id'), 'file_attachments', ['id'], unique=False)
+
+
+def downgrade() -> None:
+    # Drop the table and index
+    op.drop_index(op.f('ix_file_attachments_id'), table_name='file_attachments')
+    op.drop_table('file_attachments')

backend/alembic/versions/add_agent_ai_replies_toggle_001.py

@@ -0,0 +1,45 @@
+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+"""add agents.ai_replies_enabled (human-only agents)
+
+Revision ID: add_agent_ai_replies_001
+Revises: purge_mangled_crawl_pages_001
+Create Date: 2026-08-02
+
+Off means the AI never answers on this agent: every chat is queued for the team
+from the customer's first message. Defaults on, so existing agents keep
+answering exactly as before.
+"""
+from alembic import op
+import sqlalchemy as sa
+
+# revision identifiers, used by Alembic.
+revision = 'add_agent_ai_replies_001'
+down_revision = 'purge_mangled_crawl_pages_001'
+branch_labels = None
+depends_on = None
+
+
+def upgrade() -> None:
+    op.add_column(
+        'agents',
+        sa.Column('ai_replies_enabled', sa.Boolean(), server_default=sa.text('true'), nullable=False),
+    )
+
+
+def downgrade() -> None:
+    op.drop_column('agents', 'ai_replies_enabled')

backend/alembic/versions/add_agent_guardrail_prompt_001.py

@@ -0,0 +1,51 @@
+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+"""add agents.guardrail_prompt and agents.guardrail_enabled
+
+Revision ID: add_agent_guardrail_prompt_001
+Revises: add_guardrails_layer_001
+Create Date: 2026-07-31
+
+Makes the agent's scope rule tenant-editable. A code-owned topic list is a
+guess about what a business is NOT — the shipped wording refused maths problems
+for a maths tutor and algorithm questions for a coding bootcamp, i.e. their core
+use case. guardrail_prompt NULL means "use the platform default", so the default
+wording can still be improved centrally without rewriting existing rows.
+guardrail_enabled defaults true so every existing agent keeps its protection.
+"""
+from alembic import op
+import sqlalchemy as sa
+
+# revision identifiers, used by Alembic.
+revision = 'add_agent_guardrail_prompt_001'
+down_revision = 'add_guardrails_layer_001'
+branch_labels = None
+depends_on = None
+
+
+def upgrade() -> None:
+    op.add_column('agents', sa.Column('guardrail_prompt', sa.Text(), nullable=True))
+    op.add_column(
+        'agents',
+        sa.Column('guardrail_enabled', sa.Boolean(),
+                  server_default=sa.text('true'), nullable=False),
+    )
+
+
+def downgrade() -> None:
+    op.drop_column('agents', 'guardrail_enabled')
+    op.drop_column('agents', 'guardrail_prompt')

backend/alembic/versions/add_agent_ticketing_toggle_001.py

@@ -0,0 +1,45 @@
+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+"""add agents.ticketing_enabled (per-agent native ticketing toggle)
+
+Revision ID: add_agent_tkt_toggle_001
+Revises: add_tkt_db_ssh_001
+Create Date: 2026-07-17
+
+Per-agent switch for native AI ticketing. Defaults on so paid orgs get
+ticketing on every agent out of the box; the org's plan gate still applies on
+top of it.
+"""
+from alembic import op
+import sqlalchemy as sa
+
+# revision identifiers, used by Alembic.
+revision = 'add_agent_tkt_toggle_001'
+down_revision = 'add_tkt_db_ssh_001'
+branch_labels = None
+depends_on = None
+
+
+def upgrade() -> None:
+    op.add_column(
+        'agents',
+        sa.Column('ticketing_enabled', sa.Boolean(), server_default=sa.text('true'), nullable=False),
+    )
+
+
+def downgrade() -> None:
+    op.drop_column('agents', 'ticketing_enabled')

backend/alembic/versions/add_ai_disclaimer_toggle_001.py

@@ -0,0 +1,46 @@
+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+"""add agent_customizations.show_ai_disclaimer
+
+Revision ID: add_ai_disclaimer_001
+Revises: add_agent_guardrail_prompt_001
+Create Date: 2026-07-31
+
+Controls the "AI can make mistakes" line in the widget footer. Defaults true so
+existing widgets disclose by default; operators who show the disclosure
+elsewhere on their site can switch it off.
+"""
+from alembic import op
+import sqlalchemy as sa
+
+# revision identifiers, used by Alembic.
+revision = 'add_ai_disclaimer_001'
+down_revision = 'add_agent_guardrail_prompt_001'
+branch_labels = None
+depends_on = None
+
+
+def upgrade() -> None:
+    op.add_column(
+        'agent_customizations',
+        sa.Column('show_ai_disclaimer', sa.Boolean(),
+                  server_default=sa.text('true'), nullable=False),
+    )
+
+
+def downgrade() -> None:
+    op.drop_column('agent_customizations', 'show_ai_disclaimer')

backend/alembic/versions/add_allow_attachments_001.py

@@ -0,0 +1,44 @@
+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+"""Add allow_attachments to agents table
+
+Revision ID: add_allow_attachments_001
+Revises: abc123456789, 910bfe03518b
+Create Date: 2025-11-08 12:00:00.000000
+
+"""
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+
+
+# revision identifiers, used by Alembic.
+revision: str = 'add_allow_attachments_001'
+down_revision: Union[str, Sequence[str]] = ('abc123456789', '910bfe03518b')
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    op.add_column('agents', 
+        sa.Column('allow_attachments', sa.Boolean(), nullable=False, server_default='false')
+    )
+
+
+def downgrade() -> None:
+    op.drop_column('agents', 'allow_attachments')

backend/alembic/versions/add_allow_new_chat_001.py

@@ -0,0 +1,57 @@
+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+"""add agent_customizations.allow_new_chat
+
+Revision ID: add_allow_new_chat_001
+Revises: repair_agent_role_seed_001
+Create Date: 2026-08-09
+
+Shows a "New chat" control in the widget so a visitor can abandon the current
+conversation and start a clean one. Defaults false: starting a new chat closes
+the session, which would cut off a human agent mid-handover, so operators opt in.
+"""
+from alembic import op
+import sqlalchemy as sa
+
+# revision identifiers, used by Alembic.
+revision = 'add_allow_new_chat_001'
+down_revision = 'repair_agent_role_seed_001'
+branch_labels = None
+depends_on = None
+
+
+def _has_column() -> bool:
+    """Development databases are shared between feature branches, so the column can
+    already exist by the time this runs. Adding it twice would abort the upgrade."""
+    inspector = sa.inspect(op.get_bind())
+    return any(c['name'] == 'allow_new_chat'
+               for c in inspector.get_columns('agent_customizations'))
+
+
+def upgrade() -> None:
+    if _has_column():
+        return
+    op.add_column(
+        'agent_customizations',
+        sa.Column('allow_new_chat', sa.Boolean(),
+                  server_default=sa.text('false'), nullable=False),
+    )
+
+
+def downgrade() -> None:
+    if _has_column():
+        op.drop_column('agent_customizations', 'allow_new_chat')

backend/alembic/versions/add_allowed_attachment_types_001.py

@@ -0,0 +1,45 @@
+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+"""Add allowed_attachment_types to agents table
+
+Revision ID: add_allowed_attachment_types_001
+Revises: add_slack_integration_001
+Create Date: 2024-12-17
+
+"""
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+from sqlalchemy.dialects import postgresql
+
+# revision identifiers, used by Alembic.
+revision: str = 'add_allowed_attachment_types_001'
+down_revision: Union[str, Sequence[str]] = 'add_slack_integration_001'
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    # Add allowed_attachment_types column as JSON
+    op.add_column('agents', 
+        sa.Column('allowed_attachment_types', sa.JSON(), nullable=True)
+    )
+
+
+def downgrade() -> None:
+    op.drop_column('agents', 'allowed_attachment_types')

backend/alembic/versions/add_channel_tables_001.py

@@ -0,0 +1,126 @@
+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+"""Add omni-channel tables and session channel column
+
+Revision ID: add_channel_tables_001
+Revises: e5f6a7b8c9d0
+Create Date: 2026-07-10 10:00:00.000000
+
+"""
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+
+
+# revision identifiers, used by Alembic.
+revision: str = 'add_channel_tables_001'
+down_revision: Union[str, None] = 'e5f6a7b8c9d0'
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    op.create_table(
+        'channel_accounts',
+        sa.Column('id', sa.UUID(), nullable=False),
+        sa.Column('organization_id', sa.UUID(), nullable=False),
+        sa.Column('channel_type', sa.String(), nullable=False),
+        sa.Column('external_account_id', sa.String(), nullable=False),
+        sa.Column('display_name', sa.String(), nullable=True),
+        sa.Column('encrypted_credentials', sa.Text(), nullable=False),
+        sa.Column('webhook_secret', sa.String(), nullable=False),
+        sa.Column('settings', sa.JSON(), nullable=True),
+        sa.Column('is_active', sa.Boolean(), nullable=False, server_default=sa.true()),
+        sa.Column('created_at', sa.DateTime(timezone=True), server_default=sa.text('now()'), nullable=True),
+        sa.Column('updated_at', sa.DateTime(timezone=True), server_default=sa.text('now()'), nullable=True),
+        sa.ForeignKeyConstraint(['organization_id'], ['organizations.id'], ondelete='CASCADE'),
+        sa.PrimaryKeyConstraint('id'),
+        sa.UniqueConstraint('channel_type', 'external_account_id', name='uq_channel_account_external'),
+    )
+    op.create_index('ix_channel_accounts_organization_id', 'channel_accounts', ['organization_id'])
+    op.create_index('ix_channel_accounts_channel_type', 'channel_accounts', ['channel_type'])
+
+    op.create_table(
+        'channel_conversations',
+        sa.Column('id', sa.UUID(), nullable=False),
+        sa.Column('channel_account_id', sa.UUID(), nullable=False),
+        sa.Column('channel_type', sa.String(), nullable=False),
+        sa.Column('external_conversation_id', sa.String(), nullable=False),
+        sa.Column('external_user_id', sa.String(), nullable=False),
+        sa.Column('session_id', sa.UUID(), nullable=False),
+        sa.Column('organization_id', sa.UUID(), nullable=False),
+        sa.Column('agent_id', sa.UUID(), nullable=True),
+        sa.Column('customer_id', sa.UUID(), nullable=True),
+        sa.Column('last_inbound_at', sa.DateTime(timezone=True), nullable=True),
+        sa.Column('extra', sa.JSON(), nullable=True),
+        sa.Column('created_at', sa.DateTime(timezone=True), server_default=sa.text('now()'), nullable=True),
+        sa.Column('updated_at', sa.DateTime(timezone=True), server_default=sa.text('now()'), nullable=True),
+        sa.ForeignKeyConstraint(['channel_account_id'], ['channel_accounts.id'], ondelete='CASCADE'),
+        sa.ForeignKeyConstraint(['session_id'], ['session_to_agents.session_id'], ondelete='CASCADE'),
+        sa.ForeignKeyConstraint(['organization_id'], ['organizations.id'], ondelete='CASCADE'),
+        sa.ForeignKeyConstraint(['agent_id'], ['agents.id'], ondelete='SET NULL'),
+        sa.ForeignKeyConstraint(['customer_id'], ['customers.id'], ondelete='SET NULL'),
+        sa.PrimaryKeyConstraint('id'),
+        sa.UniqueConstraint(
+            'channel_account_id', 'external_conversation_id', 'session_id',
+            name='uq_channel_conversation_session'
+        ),
+    )
+    op.create_index('ix_channel_conversations_channel_account_id', 'channel_conversations', ['channel_account_id'])
+    op.create_index('ix_channel_conversations_external_conversation_id', 'channel_conversations', ['external_conversation_id'])
+    op.create_index('ix_channel_conversations_session_id', 'channel_conversations', ['session_id'])
+
+    op.create_table(
+        'agent_channel_configs',
+        sa.Column('id', sa.UUID(), nullable=False),
+        sa.Column('agent_id', sa.UUID(), nullable=False),
+        sa.Column('channel_account_id', sa.UUID(), nullable=False),
+        sa.Column('is_active', sa.Boolean(), nullable=False, server_default=sa.true()),
+        sa.Column('created_at', sa.DateTime(timezone=True), server_default=sa.text('now()'), nullable=True),
+        sa.Column('updated_at', sa.DateTime(timezone=True), server_default=sa.text('now()'), nullable=True),
+        sa.ForeignKeyConstraint(['agent_id'], ['agents.id'], ondelete='CASCADE'),
+        sa.ForeignKeyConstraint(['channel_account_id'], ['channel_accounts.id'], ondelete='CASCADE'),
+        sa.PrimaryKeyConstraint('id'),
+        sa.UniqueConstraint('channel_account_id', name='uq_agent_channel_config_account'),
+    )
+    op.create_index('ix_agent_channel_configs_agent_id', 'agent_channel_configs', ['agent_id'])
+    op.create_index('ix_agent_channel_configs_channel_account_id', 'agent_channel_configs', ['channel_account_id'])
+
+    op.add_column(
+        'session_to_agents',
+        sa.Column('channel', sa.String(), nullable=False, server_default='web')
+    )
+    op.create_index('ix_session_to_agents_channel', 'session_to_agents', ['channel'])
+
+
+def downgrade() -> None:
+    op.drop_index('ix_session_to_agents_channel', table_name='session_to_agents')
+    op.drop_column('session_to_agents', 'channel')
+
+    op.drop_index('ix_agent_channel_configs_channel_account_id', table_name='agent_channel_configs')
+    op.drop_index('ix_agent_channel_configs_agent_id', table_name='agent_channel_configs')
+    op.drop_table('agent_channel_configs')
+
+    op.drop_index('ix_channel_conversations_session_id', table_name='channel_conversations')
+    op.drop_index('ix_channel_conversations_external_conversation_id', table_name='channel_conversations')
+    op.drop_index('ix_channel_conversations_channel_account_id', table_name='channel_conversations')
+    op.drop_table('channel_conversations')
+
+    op.drop_index('ix_channel_accounts_channel_type', table_name='channel_accounts')
+    op.drop_index('ix_channel_accounts_organization_id', table_name='channel_accounts')
+    op.drop_table('channel_accounts')

backend/alembic/versions/add_chat_session_idx_001.py

@@ -0,0 +1,50 @@
+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+"""index chat_history on (session_id, created_at)
+
+Revision ID: add_chat_session_idx_001
+Revises: hc_img_paths_001
+Create Date: 2026-07-22
+
+chat_history had no index on session_id — only the primary key — so every lookup of
+a conversation's messages was a sequential scan. The columns match the ordering
+every reader now uses, (created_at, id), so the inbox previews and
+get_session_history are both answered from the index alone.
+"""
+from alembic import op
+import sqlalchemy as sa
+
+# revision identifiers, used by Alembic.
+revision = 'add_chat_session_idx_001'
+down_revision = 'hc_img_paths_001'
+branch_labels = None
+depends_on = None
+
+INDEX_NAME = 'ix_chat_history_session_created'
+
+
+def upgrade() -> None:
+    op.create_index(
+        INDEX_NAME,
+        'chat_history',
+        ['session_id', sa.text('created_at DESC'), sa.text('id DESC')],
+        unique=False,
+    )
+
+
+def downgrade() -> None:
+    op.drop_index(INDEX_NAME, table_name='chat_history')

backend/alembic/versions/add_crm_customer_syncs_001.py

@@ -0,0 +1,61 @@
+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+"""add crm_customer_syncs (per-person CRM link)
+
+Revision ID: add_crm_customer_syncs_001
+Revises: a8efc6b31aa8
+Create Date: 2026-07-28 20:40:00.000000
+
+"""
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+from sqlalchemy.dialects import postgresql
+
+
+# revision identifiers, used by Alembic.
+revision: str = 'add_crm_customer_syncs_001'
+down_revision: Union[str, None] = 'a8efc6b31aa8'
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    op.create_table(
+        'crm_customer_syncs',
+        sa.Column('id', postgresql.UUID(as_uuid=True), nullable=False),
+        sa.Column('organization_id', postgresql.UUID(as_uuid=True), nullable=False),
+        sa.Column('customer_id', postgresql.UUID(as_uuid=True), nullable=False),
+        sa.Column('provider', sa.String(length=32), nullable=False),
+        sa.Column('contact_id', sa.String(), nullable=True),
+        sa.Column('secondary_id', sa.String(), nullable=True),
+        sa.Column('record_url', sa.String(), nullable=True),
+        sa.Column('synced_at', sa.DateTime(timezone=True), server_default=sa.text('now()'), nullable=True),
+        sa.ForeignKeyConstraint(['organization_id'], ['organizations.id'], ondelete='CASCADE'),
+        sa.ForeignKeyConstraint(['customer_id'], ['customers.id'], ondelete='CASCADE'),
+        sa.PrimaryKeyConstraint('id'),
+        sa.UniqueConstraint('customer_id', 'provider', name='uq_crm_customer_sync_customer_provider'),
+    )
+    op.create_index('ix_crm_customer_syncs_organization_id', 'crm_customer_syncs', ['organization_id'])
+    op.create_index('ix_crm_customer_syncs_customer_id', 'crm_customer_syncs', ['customer_id'])
+
+
+def downgrade() -> None:
+    op.drop_index('ix_crm_customer_syncs_customer_id', table_name='crm_customer_syncs')
+    op.drop_index('ix_crm_customer_syncs_organization_id', table_name='crm_customer_syncs')
+    op.drop_table('crm_customer_syncs')

backend/alembic/versions/add_crm_tables_001_add_crm_tables.py

@@ -0,0 +1,97 @@
+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+"""add crm_connections and crm_sync_jobs (CRM lead push)
+
+Revision ID: add_crm_tables_001
+Revises: crm_sync_varchar_001
+Create Date: 2026-07-22 13:00:00.000000
+
+"""
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+from sqlalchemy.dialects import postgresql
+
+
+# revision identifiers, used by Alembic.
+revision: str = 'add_crm_tables_001'
+down_revision: Union[str, None] = 'crm_sync_varchar_001'
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    op.create_table(
+        'crm_connections',
+        sa.Column('id', postgresql.UUID(as_uuid=True), nullable=False),
+        sa.Column('organization_id', postgresql.UUID(as_uuid=True), nullable=False),
+        sa.Column('provider', sa.String(length=32), nullable=False),
+        sa.Column('external_account_id', sa.String(), nullable=False),
+        sa.Column('display_name', sa.String(), nullable=True),
+        sa.Column('encrypted_credentials', sa.Text(), nullable=False),
+        sa.Column('status', sa.String(length=16), nullable=False, server_default='active'),
+        sa.Column('last_error', sa.Text(), nullable=True),
+        sa.Column('access_token_expires_at', sa.DateTime(timezone=True), nullable=True),
+        sa.Column('refresh_token_expires_at', sa.DateTime(timezone=True), nullable=True),
+        sa.Column('last_refreshed_at', sa.DateTime(timezone=True), nullable=True),
+        sa.Column('connected_by_user_id', postgresql.UUID(as_uuid=True), nullable=True),
+        sa.Column('created_at', sa.DateTime(timezone=True), server_default=sa.text('now()'), nullable=True),
+        sa.Column('updated_at', sa.DateTime(timezone=True), server_default=sa.text('now()'), nullable=True),
+        sa.ForeignKeyConstraint(['organization_id'], ['organizations.id'], ondelete='CASCADE'),
+        sa.ForeignKeyConstraint(['connected_by_user_id'], ['users.id']),
+        sa.PrimaryKeyConstraint('id'),
+        sa.UniqueConstraint('organization_id', 'provider', name='uq_crm_connection_org_provider'),
+        sa.UniqueConstraint('provider', 'external_account_id', name='uq_crm_connection_external'),
+    )
+    op.create_index('ix_crm_connections_organization_id', 'crm_connections', ['organization_id'])
+    op.create_index('ix_crm_connections_provider', 'crm_connections', ['provider'])
+
+    op.create_table(
+        'crm_sync_jobs',
+        sa.Column('id', postgresql.UUID(as_uuid=True), nullable=False),
+        sa.Column('organization_id', postgresql.UUID(as_uuid=True), nullable=False),
+        sa.Column('lead_response_id', postgresql.UUID(as_uuid=True), nullable=False),
+        sa.Column('agent_id', postgresql.UUID(as_uuid=True), nullable=True),
+        sa.Column('provider', sa.String(length=32), nullable=False),
+        sa.Column('connection_id', postgresql.UUID(as_uuid=True), nullable=True),
+        sa.Column('status', sa.String(length=16), nullable=False, server_default='pending'),
+        sa.Column('attempts', sa.Integer(), nullable=False, server_default='0'),
+        sa.Column('next_attempt_at', sa.DateTime(timezone=True), nullable=False, server_default=sa.text('now()')),
+        sa.Column('started_at', sa.DateTime(timezone=True), nullable=True),
+        sa.Column('last_error', sa.Text(), nullable=True),
+        sa.Column('result', sa.JSON(), nullable=True),
+        sa.Column('created_at', sa.DateTime(timezone=True), server_default=sa.text('now()'), nullable=True),
+        sa.Column('updated_at', sa.DateTime(timezone=True), server_default=sa.text('now()'), nullable=True),
+        sa.ForeignKeyConstraint(['organization_id'], ['organizations.id'], ondelete='CASCADE'),
+        sa.ForeignKeyConstraint(['lead_response_id'], ['lead_capture_responses.id'], ondelete='CASCADE'),
+        sa.ForeignKeyConstraint(['agent_id'], ['agents.id'], ondelete='SET NULL'),
+        sa.ForeignKeyConstraint(['connection_id'], ['crm_connections.id'], ondelete='SET NULL'),
+        sa.PrimaryKeyConstraint('id'),
+        sa.UniqueConstraint('lead_response_id', 'provider', name='uq_crm_sync_job_lead_provider'),
+    )
+    op.create_index('ix_crm_sync_jobs_organization_id', 'crm_sync_jobs', ['organization_id'])
+    op.create_index('ix_crm_sync_jobs_claim', 'crm_sync_jobs', ['status', 'next_attempt_at'])
+
+
+def downgrade() -> None:
+    op.drop_index('ix_crm_sync_jobs_claim', table_name='crm_sync_jobs')
+    op.drop_index('ix_crm_sync_jobs_organization_id', table_name='crm_sync_jobs')
+    op.drop_table('crm_sync_jobs')
+    op.drop_index('ix_crm_connections_provider', table_name='crm_connections')
+    op.drop_index('ix_crm_connections_organization_id', table_name='crm_connections')
+    op.drop_table('crm_connections')

backend/alembic/versions/add_customer_phone_001_add_customer_phone.py

@@ -0,0 +1,56 @@
+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+
+customers.phone: a second identity key beside email, normalized E.164 with a
+leading '+'. Phone-bearing channels (WhatsApp, SMS, Telegram share-contact)
+resolve people by it, so it must be unique per org — but only where present,
+hence a partial unique index rather than a UniqueConstraint (rows without a
+phone are the overwhelming majority and must never collide). The index is
+declared in the model's __table_args__ as well as created here — so
+autogenerate never sees it as unknown and drops it, and so the sqlite test
+schema enforces the same uniqueness Postgres does. Keep the two in step.
+
+No backfill: WhatsApp/SMS aren't live yet, so no rows carry a phone anywhere
+to backfill from.
+
+Revision ID: add_customer_phone_001
+Revises: add_hc_faq_feedback_001
+"""
+
+import sqlalchemy as sa
+from alembic import op
+
+revision = "add_customer_phone_001"
+down_revision = "add_hc_faq_feedback_001"
+branch_labels = None
+depends_on = None
+
+INDEX = "uix_customer_phone_org"
+
+
+def upgrade() -> None:
+    op.add_column("customers", sa.Column("phone", sa.String(), nullable=True))
+    op.create_index(
+        INDEX,
+        "customers",
+        ["organization_id", "phone"],
+        unique=True,
+        postgresql_where=sa.text("phone IS NOT NULL"),
+    )
+
+
+def downgrade() -> None:
+    op.drop_index(INDEX, table_name="customers")
+    op.drop_column("customers", "phone")

backend/alembic/versions/add_db_connector_row_scope.py

@@ -0,0 +1,40 @@
+"""Row-level scoping for the ticket DB connector
+
+Revision ID: add_tkt_row_scope_001
+Revises: a1dbf557bbb0
+Create Date: 2026-07-20
+
+Adds the per-table customer-column map that restricts a connector's queries to
+the ticket customer's own rows, and which customer value fills the predicate.
+Existing connectors get NULL/'email' — no scoping until an org configures it,
+so behaviour is unchanged on upgrade.
+"""
+from alembic import op
+import sqlalchemy as sa
+from sqlalchemy.dialects.postgresql import JSON
+
+revision = "add_tkt_row_scope_001"
+down_revision = "a1dbf557bbb0"
+branch_labels = None
+depends_on = None
+
+
+def upgrade() -> None:
+    op.add_column(
+        "ticket_db_connectors",
+        sa.Column("row_scope", JSON(), nullable=True),
+    )
+    op.add_column(
+        "ticket_db_connectors",
+        sa.Column(
+            "row_scope_key",
+            sa.String(length=20),
+            nullable=False,
+            server_default="email",
+        ),
+    )
+
+
+def downgrade() -> None:
+    op.drop_column("ticket_db_connectors", "row_scope_key")
+    op.drop_column("ticket_db_connectors", "row_scope")

backend/alembic/versions/add_faq_seo_fields.py

@@ -0,0 +1,27 @@
+"""Per-article SEO overrides on FAQs
+
+Revision ID: add_faq_seo_001
+Revises: rel_hc_uploads_001
+Create Date: 2026-07-25
+
+Adds nullable meta_title / meta_description to faqs so an org can override the
+public article page's <title> and meta description instead of always deriving
+them from the question and answer excerpt. NULL keeps today's derived behaviour.
+"""
+from alembic import op
+import sqlalchemy as sa
+
+revision = "add_faq_seo_001"
+down_revision = "rel_hc_uploads_001"
+branch_labels = None
+depends_on = None
+
+
+def upgrade() -> None:
+    op.add_column("faqs", sa.Column("meta_title", sa.String(length=120), nullable=True))
+    op.add_column("faqs", sa.Column("meta_description", sa.String(length=300), nullable=True))
+
+
+def downgrade() -> None:
+    op.drop_column("faqs", "meta_description")
+    op.drop_column("faqs", "meta_title")

backend/alembic/versions/add_guardrails_layer_001.py

@@ -0,0 +1,77 @@
+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+"""add guardrail_events table and agents.topic_scope
+
+Revision ID: add_guardrails_layer_001
+Revises: add_crm_customer_syncs_001
+Create Date: 2026-07-30
+
+Global guardrail layer for customer-facing agents. guardrail_events records
+every trigger (injection signals, blocks, prompt-leak replacements, scope
+refusals) so abuse is measurable and false positives reviewable before any
+rule is promoted from counting to blocking. agents.topic_scope is the optional
+per-agent remit override for the code-owned policy's topic-scope line; null
+falls back to the agent description or the organization name/domain.
+"""
+from alembic import op
+import sqlalchemy as sa
+from sqlalchemy.dialects import postgresql
+
+# revision identifiers, used by Alembic.
+revision = 'add_guardrails_layer_001'
+down_revision = 'add_crm_customer_syncs_001'
+branch_labels = None
+depends_on = None
+
+
+def upgrade() -> None:
+    op.create_table(
+        'guardrail_events',
+        sa.Column('id', postgresql.UUID(as_uuid=True), primary_key=True),
+        sa.Column('organization_id', postgresql.UUID(as_uuid=True),
+                  sa.ForeignKey('organizations.id', ondelete='CASCADE'), nullable=True),
+        sa.Column('agent_id', postgresql.UUID(as_uuid=True),
+                  sa.ForeignKey('agents.id', ondelete='SET NULL'), nullable=True),
+        # No FK: a help-center /ask event has no chat session.
+        sa.Column('session_id', postgresql.UUID(as_uuid=True), nullable=True),
+        sa.Column('surface', sa.String(20), nullable=False),
+        sa.Column('layer', sa.String(16), nullable=False),
+        sa.Column('rule', sa.String(64), nullable=False),
+        sa.Column('action', sa.String(16), nullable=False),
+        sa.Column('score', sa.Float(), nullable=True),
+        # Rule ids / short match tokens only — never raw visitor text.
+        sa.Column('matched', sa.JSON(), nullable=True),
+        sa.Column('char_len', sa.Integer(), nullable=True),
+        # Encrypted at rest (EncryptedText decorates a Text column).
+        sa.Column('excerpt', sa.Text(), nullable=True),
+        sa.Column('reviewed', sa.Boolean(), server_default=sa.text('false'), nullable=False),
+        sa.Column('false_positive', sa.Boolean(), server_default=sa.text('false'), nullable=False),
+        sa.Column('created_at', sa.TIMESTAMP(timezone=True), server_default=sa.func.now()),
+    )
+    op.create_index('ix_guardrail_events_org_created', 'guardrail_events',
+                    ['organization_id', 'created_at'])
+    op.create_index('ix_guardrail_events_rule_created', 'guardrail_events',
+                    ['rule', 'created_at'])
+
+    op.add_column('agents', sa.Column('topic_scope', sa.Text(), nullable=True))
+
+
+def downgrade() -> None:
+    op.drop_column('agents', 'topic_scope')
+    op.drop_index('ix_guardrail_events_rule_created', table_name='guardrail_events')
+    op.drop_index('ix_guardrail_events_org_created', table_name='guardrail_events')
+    op.drop_table('guardrail_events')

backend/alembic/versions/add_hc_chat_widget_001_add_chat_widget_enabled.py

@@ -0,0 +1,33 @@
+"""add chat_widget_enabled to help_center_settings
+
+Splits the public help center's two AI surfaces into independent toggles: the
+inline AI quick-summary in search (ai_search_enabled) and the embedded chat
+widget (chat_widget_enabled). Existing rows default to enabled to preserve the
+prior behaviour, where a mapped agent's widget was shown alongside AI search.
+
+Revision ID: add_hc_chat_widget_001
+Revises: f7a1c2d3e4b5
+Create Date: 2026-07-13
+"""
+from alembic import op
+import sqlalchemy as sa
+
+# revision identifiers, used by Alembic.
+revision = 'add_hc_chat_widget_001'
+down_revision = 'f7a1c2d3e4b5'
+branch_labels = None
+depends_on = None
+
+
+def upgrade() -> None:
+    op.add_column(
+        'help_center_settings',
+        sa.Column('chat_widget_enabled', sa.Boolean(), nullable=False, server_default=sa.true()),
+    )
+    # Drop the server default now that existing rows are backfilled — the model
+    # supplies the default on insert, matching ai_search_enabled.
+    op.alter_column('help_center_settings', 'chat_widget_enabled', server_default=None)
+
+
+def downgrade() -> None:
+    op.drop_column('help_center_settings', 'chat_widget_enabled')

backend/alembic/versions/add_hc_cta_enabled_001_add_cta_enabled.py

@@ -0,0 +1,30 @@
+"""add cta_enabled to help_center_settings
+
+Lets the primary button (CTA) in the public help-center header be toggled on/off
+independently of whether its text/URL are filled in. Existing rows default to
+enabled to preserve the prior behaviour (CTA shown when text and URL are set).
+
+Revision ID: add_hc_cta_enabled_001
+Revises: add_hc_chat_widget_001
+Create Date: 2026-07-13
+"""
+from alembic import op
+import sqlalchemy as sa
+
+# revision identifiers, used by Alembic.
+revision = 'add_hc_cta_enabled_001'
+down_revision = 'add_hc_chat_widget_001'
+branch_labels = None
+depends_on = None
+
+
+def upgrade() -> None:
+    op.add_column(
+        'help_center_settings',
+        sa.Column('cta_enabled', sa.Boolean(), nullable=False, server_default=sa.true()),
+    )
+    op.alter_column('help_center_settings', 'cta_enabled', server_default=None)
+
+
+def downgrade() -> None:
+    op.drop_column('help_center_settings', 'cta_enabled')

backend/alembic/versions/add_hc_faq_feedback_001_add_faq_feedback.py

@@ -0,0 +1,42 @@
+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+
+Per-article "Was this helpful?" counters on faqs: helpful_yes / helpful_no.
+Votes are aggregated as counts (de-duplicated per IP/day at the API); no
+per-vote rows are stored.
+
+Revision ID: add_hc_faq_feedback_001
+Revises: add_hc_job_meter_001
+"""
+
+import sqlalchemy as sa
+from alembic import op
+
+revision = "add_hc_faq_feedback_001"
+down_revision = "add_hc_job_meter_001"
+branch_labels = None
+depends_on = None
+
+TABLE = "faqs"
+
+
+def upgrade() -> None:
+    op.add_column(TABLE, sa.Column("helpful_yes", sa.Integer(), nullable=False, server_default="0"))
+    op.add_column(TABLE, sa.Column("helpful_no", sa.Integer(), nullable=False, server_default="0"))
+
+
+def downgrade() -> None:
+    op.drop_column(TABLE, "helpful_no")
+    op.drop_column(TABLE, "helpful_yes")

backend/alembic/versions/add_hc_faq_slug_001_add_faq_slug.py

@@ -0,0 +1,61 @@
+"""add slug to faqs for public article-page URLs
+
+FAQs become full help-center articles served at /a/{slug}. Adds a nullable
+per-org-unique slug column, then backfills existing rows from their question
+(deduping collisions with -2, -3, … within each org). New/edited FAQs get their
+slug assigned in the API; this backfill covers everything created before.
+
+Revision ID: add_hc_faq_slug_001
+Revises: add_hc_cta_enabled_001
+Create Date: 2026-07-13
+"""
+import re
+
+import sqlalchemy as sa
+from alembic import op
+
+# revision identifiers, used by Alembic.
+revision = 'add_hc_faq_slug_001'
+down_revision = 'add_hc_cta_enabled_001'
+branch_labels = None
+depends_on = None
+
+SLUG_MAX_LENGTH = 80
+_SLUG_CLEAN_RE = re.compile(r"[^a-z0-9]+")
+
+
+def _slugify(text: str) -> str:
+    base = _SLUG_CLEAN_RE.sub("-", (text or "").casefold()).strip("-")
+    return base[:SLUG_MAX_LENGTH].strip("-") or "article"
+
+
+def _backfill(conn) -> None:
+    faqs = conn.execute(
+        sa.text("SELECT id, organization_id, question FROM faqs ORDER BY created_at ASC, id ASC")
+    ).fetchall()
+    used: dict = {}  # organization_id -> set(slug)
+    for faq_id, org_id, question in faqs:
+        seen = used.setdefault(org_id, set())
+        base = _slugify(question)
+        candidate = base
+        suffix = 2
+        while candidate in seen:
+            tail = f"-{suffix}"
+            candidate = f"{base[:SLUG_MAX_LENGTH - len(tail)]}{tail}"
+            suffix += 1
+        seen.add(candidate)
+        conn.execute(
+            sa.text("UPDATE faqs SET slug = :slug WHERE id = :id"),
+            {"slug": candidate, "id": faq_id},
+        )
+
+
+def upgrade() -> None:
+    op.add_column('faqs', sa.Column('slug', sa.String(length=80), nullable=True))
+    _backfill(op.get_bind())
+    op.create_index('ix_faqs_org_slug', 'faqs', ['organization_id', 'slug'], unique=True)
+
+
+def downgrade() -> None:
+    op.drop_index('ix_faqs_org_slug', table_name='faqs')
+    op.drop_column('faqs', 'slug')

backend/alembic/versions/add_hc_faq_url_path_001_add_preserved_paths.py

@@ -0,0 +1,51 @@
+"""preserve original article URLs when migrating a help center
+
+An org importing an existing help center can now keep every article at the URL
+it already ranks for: faqs.url_path is the root-relative path the article is
+SERVED at, and /a/{slug} 301s to it. faqs.source_url records where an imported
+article came from (provenance only, never routed on). The job flag carries the
+import-time opt-in through to the worker.
+
+No backfill on purpose — NULL url_path is exactly today's behaviour (/a/{slug}),
+so nothing already published moves.
+
+Revision ID: add_hc_faq_url_path_001
+Revises: repair_agent_role_seed_001
+Create Date: 2026-08-06
+"""
+import sqlalchemy as sa
+from alembic import op
+
+# revision identifiers, used by Alembic.
+revision = 'add_hc_faq_url_path_001'
+down_revision = 'repair_agent_role_seed_001'
+branch_labels = None
+depends_on = None
+
+URL_PATH_MAX_LENGTH = 400
+SOURCE_URL_MAX_LENGTH = 2048
+
+
+def upgrade() -> None:
+    op.add_column('faqs', sa.Column('url_path', sa.String(length=URL_PATH_MAX_LENGTH), nullable=True))
+    op.add_column('faqs', sa.Column('source_url', sa.String(length=SOURCE_URL_MAX_LENGTH), nullable=True))
+    # Serves the preserved-path lookup and enforces per-org uniqueness. Every
+    # existing row is NULL here, and Postgres treats NULLs as distinct, so the
+    # unique index applies cleanly without a backfill.
+    op.create_index('ix_faqs_org_url_path', 'faqs', ['organization_id', 'url_path'], unique=True)
+    op.add_column(
+        'faq_generation_jobs',
+        sa.Column(
+            'preserve_source_urls',
+            sa.Boolean(),
+            nullable=False,
+            server_default=sa.false(),
+        ),
+    )
+
+
+def downgrade() -> None:
+    op.drop_column('faq_generation_jobs', 'preserve_source_urls')
+    op.drop_index('ix_faqs_org_url_path', table_name='faqs')
+    op.drop_column('faqs', 'source_url')
+    op.drop_column('faqs', 'url_path')

backend/alembic/versions/add_hc_favicon_url.py

@@ -0,0 +1,24 @@
+"""Help center favicon URL
+
+Revision ID: add_hc_favicon_001
+Revises: merge_tkt_csat_001
+Create Date: 2026-07-25
+
+Adds a nullable favicon_url to help center settings, mirroring logo_url, so orgs
+can set the browser-tab icon for their public help center from Customization.
+"""
+from alembic import op
+import sqlalchemy as sa
+
+revision = "add_hc_favicon_001"
+down_revision = "merge_tkt_csat_001"
+branch_labels = None
+depends_on = None
+
+
+def upgrade() -> None:
+    op.add_column("help_center_settings", sa.Column("favicon_url", sa.String(), nullable=True))
+
+
+def downgrade() -> None:
+    op.drop_column("help_center_settings", "favicon_url")

backend/alembic/versions/add_hc_job_meter_001_add_job_metering.py

@@ -0,0 +1,48 @@
+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+
+FAQ generation-job metering + targeting columns:
+- llm_calls / metered: per-job LLM call counter for hosted-model message
+  metering (metered stamped at enqueue from the org's AI config).
+- knowledge_ids: optional explicit source narrowing for GENERATE_ALL jobs.
+- source_file_name: original filename for PDF imports.
+
+Revision ID: add_hc_job_meter_001
+Revises: add_hc_faq_slug_001
+"""
+
+import sqlalchemy as sa
+from alembic import op
+
+revision = "add_hc_job_meter_001"
+down_revision = "add_hc_faq_slug_001"
+branch_labels = None
+depends_on = None
+
+TABLE = "faq_generation_jobs"
+
+
+def upgrade() -> None:
+    op.add_column(TABLE, sa.Column("llm_calls", sa.Integer(), nullable=False, server_default="0"))
+    op.add_column(TABLE, sa.Column("metered", sa.Boolean(), nullable=False, server_default=sa.text("true")))
+    op.add_column(TABLE, sa.Column("knowledge_ids", sa.JSON(), nullable=True))
+    op.add_column(TABLE, sa.Column("source_file_name", sa.String(length=255), nullable=True))
+
+
+def downgrade() -> None:
+    op.drop_column(TABLE, "source_file_name")
+    op.drop_column(TABLE, "knowledge_ids")
+    op.drop_column(TABLE, "metered")
+    op.drop_column(TABLE, "llm_calls")

backend/alembic/versions/add_invest_glassbox_001_add_glassbox.py

@@ -0,0 +1,124 @@
+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+"""add investigation glass-box tables (hypotheses, events, RCA documents)
+
+Revision ID: add_invest_glassbox_001
+Revises: merge_tkt_phone_001
+Create Date: 2026-07-17
+
+Phase 3 of AI-first ticketing: hypothesis-driven investigation with evidence
+captured as first-class rows (investigation_events) and structured, versioned
+RCA documents.
+"""
+from alembic import op
+import sqlalchemy as sa
+from sqlalchemy.dialects import postgresql
+
+# revision identifiers, used by Alembic.
+revision = 'add_invest_glassbox_001'
+down_revision = 'merge_tkt_phone_001'
+branch_labels = None
+depends_on = None
+
+
+def upgrade() -> None:
+    op.create_table(
+        'investigation_hypotheses',
+        sa.Column('id', postgresql.UUID(as_uuid=True), nullable=False),
+        sa.Column('run_id', postgresql.UUID(as_uuid=True), nullable=False),
+        sa.Column('ticket_id', postgresql.UUID(as_uuid=True), nullable=False),
+        sa.Column('idx', sa.Integer(), nullable=False),
+        sa.Column('title', sa.String(length=300), nullable=False),
+        sa.Column('rationale', sa.Text(), nullable=True),
+        sa.Column('status', sa.String(), nullable=False),
+        sa.Column('confidence', sa.Float(), nullable=True),
+        sa.Column('conclusion', sa.Text(), nullable=True),
+        sa.Column('created_at', sa.DateTime(timezone=True), server_default=sa.text('now()'), nullable=True),
+        sa.Column('updated_at', sa.DateTime(timezone=True), nullable=True),
+        sa.ForeignKeyConstraint(['run_id'], ['investigation_runs.id'], ondelete='CASCADE'),
+        sa.ForeignKeyConstraint(['ticket_id'], ['tickets.id'], ondelete='CASCADE'),
+        sa.PrimaryKeyConstraint('id'),
+    )
+    op.create_index(op.f('ix_investigation_hypotheses_run_id'), 'investigation_hypotheses', ['run_id'])
+    op.create_index(op.f('ix_investigation_hypotheses_ticket_id'), 'investigation_hypotheses', ['ticket_id'])
+
+    op.create_table(
+        'investigation_events',
+        sa.Column('id', postgresql.UUID(as_uuid=True), nullable=False),
+        sa.Column('run_id', postgresql.UUID(as_uuid=True), nullable=False),
+        sa.Column('ticket_id', postgresql.UUID(as_uuid=True), nullable=False),
+        sa.Column('hypothesis_id', postgresql.UUID(as_uuid=True), nullable=True),
+        sa.Column('seq', sa.Integer(), nullable=False),
+        sa.Column('event_type', sa.String(), nullable=False),
+        sa.Column('label', sa.String(length=300), nullable=True),
+        sa.Column('tool_name', sa.String(length=200), nullable=True),
+        sa.Column('connector_name', sa.String(length=200), nullable=True),
+        sa.Column('tool_input', sa.Text(), nullable=True),
+        sa.Column('tool_result', sa.Text(), nullable=True),
+        sa.Column('duration_ms', sa.Integer(), nullable=True),
+        sa.Column('error', sa.Text(), nullable=True),
+        sa.Column('created_at', sa.DateTime(timezone=True), server_default=sa.text('now()'), nullable=True),
+        sa.ForeignKeyConstraint(['run_id'], ['investigation_runs.id'], ondelete='CASCADE'),
+        sa.ForeignKeyConstraint(['ticket_id'], ['tickets.id'], ondelete='CASCADE'),
+        sa.ForeignKeyConstraint(['hypothesis_id'], ['investigation_hypotheses.id'], ondelete='SET NULL'),
+        sa.PrimaryKeyConstraint('id'),
+    )
+    op.create_index(op.f('ix_investigation_events_run_id'), 'investigation_events', ['run_id'])
+    op.create_index(op.f('ix_investigation_events_ticket_id'), 'investigation_events', ['ticket_id'])
+    op.create_index('ix_investigation_events_run_seq', 'investigation_events', ['run_id', 'seq'])
+
+    op.create_table(
+        'rca_documents',
+        sa.Column('id', postgresql.UUID(as_uuid=True), nullable=False),
+        sa.Column('ticket_id', postgresql.UUID(as_uuid=True), nullable=False),
+        sa.Column('run_id', postgresql.UUID(as_uuid=True), nullable=True),
+        sa.Column('version', sa.Integer(), nullable=False),
+        sa.Column('summary', sa.Text(), nullable=True),
+        sa.Column('impact', sa.Text(), nullable=True),
+        sa.Column('timeline', postgresql.JSON(astext_type=sa.Text()), nullable=True),
+        sa.Column('investigation_log', sa.Text(), nullable=True),
+        sa.Column('contributing_factors', postgresql.JSON(astext_type=sa.Text()), nullable=True),
+        sa.Column('conclusion', sa.Text(), nullable=True),
+        sa.Column('remediation', sa.Text(), nullable=True),
+        sa.Column('prevention', sa.Text(), nullable=True),
+        sa.Column('customer_summary', sa.Text(), nullable=True),
+        sa.Column('confidence', sa.Float(), nullable=True),
+        sa.Column('is_partial', sa.Boolean(), server_default=sa.text('false'), nullable=False),
+        sa.Column('generated_by', sa.String(), server_default='ai', nullable=False),
+        sa.Column('reviewed_by_user_id', postgresql.UUID(as_uuid=True), nullable=True),
+        sa.Column('reviewed_at', sa.DateTime(timezone=True), nullable=True),
+        sa.Column('created_at', sa.DateTime(timezone=True), server_default=sa.text('now()'), nullable=True),
+        sa.Column('updated_at', sa.DateTime(timezone=True), nullable=True),
+        sa.ForeignKeyConstraint(['ticket_id'], ['tickets.id'], ondelete='CASCADE'),
+        sa.ForeignKeyConstraint(['run_id'], ['investigation_runs.id'], ondelete='SET NULL'),
+        sa.ForeignKeyConstraint(['reviewed_by_user_id'], ['users.id'], ondelete='SET NULL'),
+        sa.PrimaryKeyConstraint('id'),
+        sa.UniqueConstraint('ticket_id', 'version', name='uq_rca_documents_ticket_version'),
+    )
+    op.create_index(op.f('ix_rca_documents_ticket_id'), 'rca_documents', ['ticket_id'])
+
+
+def downgrade() -> None:
+    op.drop_index(op.f('ix_rca_documents_ticket_id'), table_name='rca_documents')
+    op.drop_table('rca_documents')
+    op.drop_index('ix_investigation_events_run_seq', table_name='investigation_events')
+    op.drop_index(op.f('ix_investigation_events_ticket_id'), table_name='investigation_events')
+    op.drop_index(op.f('ix_investigation_events_run_id'), table_name='investigation_events')
+    op.drop_table('investigation_events')
+    op.drop_index(op.f('ix_investigation_hypotheses_ticket_id'), table_name='investigation_hypotheses')
+    op.drop_index(op.f('ix_investigation_hypotheses_run_id'), table_name='investigation_hypotheses')
+    op.drop_table('investigation_hypotheses')

backend/alembic/versions/add_investigation_metered.py

@@ -0,0 +1,41 @@
+"""Add metered flag to investigation_runs
+
+Revision ID: add_tkt_metered_001
+Revises: add_tkt_row_scope_001
+Create Date: 2026-07-21
+
+Marks whether an investigation run's LLM usage counts against the org's message
+budget (hosted model only). Existing rows default to false — nothing is
+retroactively metered on upgrade.
+"""
+from alembic import op
+import sqlalchemy as sa
+
+revision = "add_tkt_metered_001"
+down_revision = "add_tkt_row_scope_001"
+branch_labels = None
+depends_on = None
+
+
+def upgrade() -> None:
+    op.add_column(
+        "investigation_runs",
+        sa.Column(
+            "metered",
+            sa.Boolean(),
+            nullable=False,
+            server_default=sa.text("false"),
+        ),
+    )
+    # The enterprise message-limit check sums llm_calls of metered runs per
+    # billing window — an index on (org, metered, created_at) keeps that cheap.
+    op.create_index(
+        "ix_investigation_runs_metered_period",
+        "investigation_runs",
+        ["organization_id", "metered", "created_at"],
+    )
+
+
+def downgrade() -> None:
+    op.drop_index("ix_investigation_runs_metered_period", table_name="investigation_runs")
+    op.drop_column("investigation_runs", "metered")

backend/alembic/versions/add_investigation_runs_001_add_runs.py

@@ -0,0 +1,93 @@
+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+"""add investigation_runs (AI triage/investigation queue)
+
+Revision ID: add_investigation_runs_001
+Revises: add_ticketing_core_001
+Create Date: 2026-07-16
+
+Phase 2 of AI-first ticketing: the run table doubles as the worker queue
+(ticket_investigator polls status='pending', mirroring faq_generation_jobs).
+Budgets and token actuals live on the row for cost tracking.
+"""
+from alembic import op
+import sqlalchemy as sa
+from sqlalchemy.dialects import postgresql
+
+# revision identifiers, used by Alembic.
+revision = 'add_investigation_runs_001'
+down_revision = 'add_ticketing_core_001'
+branch_labels = None
+depends_on = None
+
+ACTIVE_RUN_STATUSES = ('pending', 'running')
+
+
+def upgrade() -> None:
+    op.create_table(
+        'investigation_runs',
+        sa.Column('id', postgresql.UUID(as_uuid=True), nullable=False),
+        sa.Column('ticket_id', postgresql.UUID(as_uuid=True), nullable=False),
+        sa.Column('organization_id', postgresql.UUID(as_uuid=True), nullable=False),
+        sa.Column('run_type', sa.String(), nullable=False),
+        sa.Column('status', sa.String(), nullable=False),
+        sa.Column('trigger', sa.String(), nullable=False),
+        sa.Column('requested_by_user_id', postgresql.UUID(as_uuid=True), nullable=True),
+        sa.Column('context_note', sa.Text(), nullable=True),
+        sa.Column('max_tool_calls', sa.Integer(), server_default='25', nullable=False),
+        sa.Column('max_wall_seconds', sa.Integer(), server_default='600', nullable=False),
+        sa.Column('tool_calls_used', sa.Integer(), server_default='0', nullable=False),
+        sa.Column('llm_calls', sa.Integer(), server_default='0', nullable=False),
+        sa.Column('input_tokens', sa.BigInteger(), server_default='0', nullable=False),
+        sa.Column('output_tokens', sa.BigInteger(), server_default='0', nullable=False),
+        sa.Column('model_name', sa.String(), nullable=True),
+        sa.Column('error', sa.Text(), nullable=True),
+        sa.Column('started_at', sa.DateTime(timezone=True), nullable=True),
+        sa.Column('finished_at', sa.DateTime(timezone=True), nullable=True),
+        sa.Column('created_at', sa.DateTime(timezone=True), server_default=sa.text('now()'), nullable=True),
+        sa.Column('updated_at', sa.DateTime(timezone=True), nullable=True),
+        sa.ForeignKeyConstraint(['ticket_id'], ['tickets.id'], ondelete='CASCADE'),
+        sa.ForeignKeyConstraint(['organization_id'], ['organizations.id'], ondelete='CASCADE'),
+        sa.ForeignKeyConstraint(['requested_by_user_id'], ['users.id'], ondelete='SET NULL'),
+        sa.PrimaryKeyConstraint('id'),
+    )
+    op.create_index(op.f('ix_investigation_runs_ticket_id'), 'investigation_runs', ['ticket_id'])
+    op.create_index(op.f('ix_investigation_runs_organization_id'), 'investigation_runs', ['organization_id'])
+    # Keeps the worker's poll O(active rows) as terminal rows accumulate.
+    op.create_index(
+        'ix_investigation_runs_active',
+        'investigation_runs',
+        ['status'],
+        postgresql_where=sa.text(
+            "status IN ({})".format(", ".join(f"'{s}'" for s in ACTIVE_RUN_STATUSES))
+        ),
+    )
+    # Closes the enqueue check-then-insert race: at most one active run per
+    # ticket. Lives only in the migration (sqlite tests can't compile the
+    # partial WHERE).
+    op.execute(
+        "CREATE UNIQUE INDEX uq_investigation_runs_one_active ON investigation_runs "
+        "(ticket_id) WHERE status IN ('pending', 'running')"
+    )
+
+
+def downgrade() -> None:
+    op.execute("DROP INDEX IF EXISTS uq_investigation_runs_one_active")
+    op.drop_index('ix_investigation_runs_active', table_name='investigation_runs')
+    op.drop_index(op.f('ix_investigation_runs_organization_id'), table_name='investigation_runs')
+    op.drop_index(op.f('ix_investigation_runs_ticket_id'), table_name='investigation_runs')
+    op.drop_table('investigation_runs')

backend/alembic/versions/add_mcp_usage_guidance_001.py

@@ -0,0 +1,61 @@
+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+"""Add mcp_tools.usage_guidance
+
+Operator-written notes on what an MCP source holds and how to query it.
+Reaches the model as agno per-toolkit instructions so investigations stop
+inventing index and field names (#318). Nullable with no server default, so
+existing rows stay NULL and their prompts are unchanged.
+
+Revision ID: add_mcp_usage_guidance_001
+Revises: add_openai_compat_ai_model_001
+Create Date: 2026-09-08 00:00:00.000000
+
+"""
+from typing import Sequence, Union
+
+import sqlalchemy as sa
+from alembic import op
+
+# revision identifiers, used by Alembic.
+revision: str = 'add_mcp_usage_guidance_001'
+down_revision: Union[str, None] = 'add_openai_compat_ai_model_001'
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def _has_column() -> bool:
+    """Development databases are shared between feature branches, so the column
+    can already exist by the time this runs. Adding it twice would abort the
+    upgrade."""
+    inspector = sa.inspect(op.get_bind())
+    return any(c['name'] == 'usage_guidance'
+               for c in inspector.get_columns('mcp_tools'))
+
+
+def upgrade() -> None:
+    if _has_column():
+        return
+    op.add_column(
+        'mcp_tools',
+        sa.Column('usage_guidance', sa.Text(), nullable=True),
+    )
+
+
+def downgrade() -> None:
+    if _has_column():
+        op.drop_column('mcp_tools', 'usage_guidance')

backend/alembic/versions/add_notif_prefs_001_user_notification_settings.py

@@ -0,0 +1,57 @@
+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+"""add per-user chat notification preferences
+
+Revision ID: add_notif_prefs_001
+Revises: add_faq_seo_001
+Create Date: 2026-07-22
+
+Rows are created lazily on first read, so nothing is backfilled here — a user
+without a row falls back to the column defaults (transfer/assignment on,
+new-chat off), which keeps today's transfer notifications working unchanged.
+The revision id is kept short — alembic_version.version_num is varchar(32).
+"""
+from alembic import op
+import sqlalchemy as sa
+from sqlalchemy.dialects.postgresql import UUID
+
+# revision identifiers, used by Alembic.
+revision = 'add_notif_prefs_001'
+down_revision = 'add_faq_seo_001'
+branch_labels = None
+depends_on = None
+
+
+def upgrade() -> None:
+    op.create_table(
+        'user_notification_settings',
+        sa.Column('user_id', UUID(as_uuid=True),
+                  sa.ForeignKey('users.id', ondelete='CASCADE'), primary_key=True),
+        sa.Column('notify_new_chat', sa.Boolean(), nullable=False,
+                  server_default=sa.false()),
+        sa.Column('notify_chat_transfer', sa.Boolean(), nullable=False,
+                  server_default=sa.true()),
+        sa.Column('notify_chat_assigned', sa.Boolean(), nullable=False,
+                  server_default=sa.true()),
+        sa.Column('created_at', sa.DateTime(timezone=True),
+                  server_default=sa.func.now()),
+        sa.Column('updated_at', sa.DateTime(timezone=True), nullable=True),
+    )
+
+
+def downgrade() -> None:
+    op.drop_table('user_notification_settings')

backend/alembic/versions/add_openai_compat_ai_model_001.py

@@ -0,0 +1,40 @@
+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+"""Add OPENAI_COMPATIBLE AI model type
+
+Revision ID: add_openai_compat_ai_model_001
+Revises: fcm_tokens_per_device_001
+Create Date: 2026-09-03 00:00:00.000000
+
+"""
+from typing import Sequence, Union
+from alembic import op
+
+# revision identifiers, used by Alembic.
+revision: str = 'add_openai_compat_ai_model_001'
+down_revision: Union[str, None] = 'fcm_tokens_per_device_001'
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    op.execute("ALTER TYPE aimodeltype ADD VALUE IF NOT EXISTS 'OPENAI_COMPATIBLE'")
+
+
+def downgrade() -> None:
+    # PostgreSQL does not support removing enum values
+    pass

backend/alembic/versions/add_require_token_auth_001.py

@@ -0,0 +1,44 @@
+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+"""Add require_token_auth to agents table
+
+Revision ID: add_require_token_auth_001
+Revises: add_allow_attachments_001
+Create Date: 2025-12-01 12:00:00.000000
+
+"""
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+
+
+# revision identifiers, used by Alembic.
+revision: str = 'add_require_token_auth_001'
+down_revision: Union[str, Sequence[str]] = 'add_allow_attachments_001'
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    op.add_column('agents', 
+        sa.Column('require_token_auth', sa.Boolean(), nullable=False, server_default='false')
+    )
+
+
+def downgrade() -> None:
+    op.drop_column('agents', 'require_token_auth')

backend/alembic/versions/add_run_connector_status_001.py

@@ -0,0 +1,44 @@
+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+"""add investigation_runs.connector_status
+
+Revision ID: add_run_connector_status_001
+Revises: add_ai_disclaimer_001
+Create Date: 2026-07-31
+
+Records the MCP connector outcome of each investigation run ({"configured": N,
+"loaded": M, "failed": [{"name", "error"}]}) so a run that quietly executed
+with 0 of its configured tools (e.g. npx missing in the image, issue #271) is
+visible on the run detail instead of only in worker logs.
+"""
+from alembic import op
+import sqlalchemy as sa
+from sqlalchemy.dialects.postgresql import JSON
+
+# revision identifiers, used by Alembic.
+revision = 'add_run_connector_status_001'
+down_revision = 'add_ai_disclaimer_001'
+branch_labels = None
+depends_on = None
+
+
+def upgrade() -> None:
+    op.add_column('investigation_runs', sa.Column('connector_status', JSON(), nullable=True))
+
+
+def downgrade() -> None:
+    op.drop_column('investigation_runs', 'connector_status')

backend/alembic/versions/add_sentiment_analysis_001.py

@@ -0,0 +1,67 @@
+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+"""add sentiment analysis columns
+
+Revision ID: add_sentiment_analysis_001
+Revises: add_widget_apps_001
+Create Date: 2026-03-16 11:00:00.000000
+
+"""
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+
+
+# revision identifiers, used by Alembic.
+revision: str = 'add_sentiment_analysis_001'
+down_revision: Union[str, None] = 'add_widget_apps_001'
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    # Add sentiment columns to chat_history
+    op.add_column('chat_history', sa.Column('sentiment_label', sa.String(), nullable=True))
+    op.add_column('chat_history', sa.Column('sentiment_score', sa.Float(), nullable=True))
+
+    # Add sentiment columns to session_to_agents
+    op.add_column('session_to_agents', sa.Column('sentiment_label', sa.String(), nullable=True))
+    op.add_column('session_to_agents', sa.Column('sentiment_score', sa.Float(), nullable=True))
+
+    # Create indexes for efficient sentiment queries
+    op.create_index(
+        'ix_chat_history_sentiment_label',
+        'chat_history',
+        ['sentiment_label'],
+        unique=False
+    )
+    op.create_index(
+        'ix_session_to_agents_sentiment_label',
+        'session_to_agents',
+        ['sentiment_label'],
+        unique=False
+    )
+
+
+def downgrade() -> None:
+    op.drop_index('ix_session_to_agents_sentiment_label', table_name='session_to_agents')
+    op.drop_index('ix_chat_history_sentiment_label', table_name='chat_history')
+    op.drop_column('session_to_agents', 'sentiment_score')
+    op.drop_column('session_to_agents', 'sentiment_label')
+    op.drop_column('chat_history', 'sentiment_score')
+    op.drop_column('chat_history', 'sentiment_label')

backend/alembic/versions/add_slack_integration_001.py

@@ -0,0 +1,165 @@
+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+"""Add Slack integration tables
+
+Revision ID: add_slack_integration_001
+Revises: add_allow_attachments_001
+Create Date: 2025-11-25 10:00:00.000000
+
+"""
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+from sqlalchemy.dialects import postgresql
+
+
+# revision identifiers, used by Alembic.
+revision: str = 'add_slack_integration_001'
+down_revision: Union[str, None] = 'add_allow_attachments_001'
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    # Create StorageMode enum type if it doesn't exist
+    connection = op.get_bind()
+    result = connection.execute(sa.text(
+        "SELECT 1 FROM pg_type WHERE typname = 'storagemode'"
+    ))
+    if not result.fetchone():
+        op.execute("CREATE TYPE storagemode AS ENUM ('FULL_CONTENT', 'METADATA_ONLY', 'EMBEDDINGS_ONLY')")
+
+    # Create slack_tokens table
+    op.create_table('slack_tokens',
+        sa.Column('id', sa.Integer(), nullable=False),
+        sa.Column('organization_id', sa.UUID(), nullable=False),
+        sa.Column('access_token', sa.String(), nullable=False),
+        sa.Column('bot_user_id', sa.String(), nullable=False),
+        sa.Column('team_id', sa.String(), nullable=False),
+        sa.Column('team_name', sa.String(), nullable=False),
+        sa.Column('authed_user_id', sa.String(), nullable=True),
+        sa.Column('scope', sa.String(), nullable=True),
+        sa.Column('created_at', sa.DateTime(timezone=True), server_default=sa.text('now()'), nullable=True),
+        sa.Column('updated_at', sa.DateTime(timezone=True), server_default=sa.text('now()'), nullable=True),
+        sa.ForeignKeyConstraint(['organization_id'], ['organizations.id'], ondelete='CASCADE'),
+        sa.PrimaryKeyConstraint('id')
+    )
+    op.create_index(op.f('ix_slack_tokens_id'), 'slack_tokens', ['id'], unique=False)
+    op.create_index(op.f('ix_slack_tokens_organization_id'), 'slack_tokens', ['organization_id'], unique=False)
+    op.create_index(op.f('ix_slack_tokens_team_id'), 'slack_tokens', ['team_id'], unique=False)
+
+    # Create slack_workspace_configs table
+    op.create_table('slack_workspace_configs',
+        sa.Column('id', sa.Integer(), nullable=False),
+        sa.Column('organization_id', sa.UUID(), nullable=False),
+        sa.Column('team_id', sa.String(), nullable=False),
+        sa.Column('allowed_channel_ids', sa.JSON(), nullable=True),
+        sa.Column('storage_mode', postgresql.ENUM('FULL_CONTENT', 'METADATA_ONLY', 'EMBEDDINGS_ONLY', name='storagemode', create_type=False), nullable=False),
+        sa.Column('default_agent_id', sa.UUID(), nullable=True),
+        sa.Column('created_at', sa.DateTime(timezone=True), server_default=sa.text('now()'), nullable=True),
+        sa.Column('updated_at', sa.DateTime(timezone=True), server_default=sa.text('now()'), nullable=True),
+        sa.ForeignKeyConstraint(['organization_id'], ['organizations.id'], ondelete='CASCADE'),
+        sa.ForeignKeyConstraint(['default_agent_id'], ['agents.id'], ondelete='SET NULL'),
+        sa.PrimaryKeyConstraint('id')
+    )
+    op.create_index(op.f('ix_slack_workspace_configs_id'), 'slack_workspace_configs', ['id'], unique=False)
+    op.create_index(op.f('ix_slack_workspace_configs_organization_id'), 'slack_workspace_configs', ['organization_id'], unique=False)
+    op.create_index(op.f('ix_slack_workspace_configs_team_id'), 'slack_workspace_configs', ['team_id'], unique=False)
+
+    # Create agent_slack_configs table
+    op.create_table('agent_slack_configs',
+        sa.Column('id', sa.Integer(), nullable=False),
+        sa.Column('organization_id', sa.UUID(), nullable=False),
+        sa.Column('team_id', sa.String(), nullable=False),
+        sa.Column('agent_id', sa.UUID(), nullable=False),
+        sa.Column('channel_id', sa.String(), nullable=False),
+        sa.Column('channel_name', sa.String(), nullable=False),
+        sa.Column('enabled', sa.Boolean(), nullable=False, server_default='true'),
+        sa.Column('respond_to_mentions', sa.Boolean(), nullable=False, server_default='true'),
+        sa.Column('respond_to_reactions', sa.Boolean(), nullable=False, server_default='true'),
+        sa.Column('respond_to_commands', sa.Boolean(), nullable=False, server_default='true'),
+        sa.Column('reaction_emoji', sa.String(), nullable=False, server_default='robot_face'),
+        sa.Column('created_at', sa.DateTime(timezone=True), server_default=sa.text('now()'), nullable=True),
+        sa.Column('updated_at', sa.DateTime(timezone=True), server_default=sa.text('now()'), nullable=True),
+        sa.ForeignKeyConstraint(['organization_id'], ['organizations.id'], ondelete='CASCADE'),
+        sa.ForeignKeyConstraint(['agent_id'], ['agents.id'], ondelete='CASCADE'),
+        sa.PrimaryKeyConstraint('id'),
+        sa.UniqueConstraint('organization_id', 'channel_id', name='uq_agent_slack_config_org_channel')
+    )
+    op.create_index(op.f('ix_agent_slack_configs_id'), 'agent_slack_configs', ['id'], unique=False)
+    op.create_index(op.f('ix_agent_slack_configs_organization_id'), 'agent_slack_configs', ['organization_id'], unique=False)
+    op.create_index(op.f('ix_agent_slack_configs_team_id'), 'agent_slack_configs', ['team_id'], unique=False)
+    op.create_index(op.f('ix_agent_slack_configs_agent_id'), 'agent_slack_configs', ['agent_id'], unique=False)
+    op.create_index(op.f('ix_agent_slack_configs_channel_id'), 'agent_slack_configs', ['channel_id'], unique=False)
+
+    # Create slack_conversations table
+    op.create_table('slack_conversations',
+        sa.Column('id', sa.Integer(), nullable=False),
+        sa.Column('team_id', sa.String(), nullable=False),
+        sa.Column('channel_id', sa.String(), nullable=False),
+        sa.Column('thread_ts', sa.String(), nullable=False),
+        sa.Column('session_id', sa.UUID(), nullable=False),
+        sa.Column('agent_id', sa.UUID(), nullable=True),
+        sa.Column('organization_id', sa.UUID(), nullable=False),
+        sa.Column('slack_user_id', sa.String(), nullable=False),
+        sa.Column('created_at', sa.DateTime(timezone=True), server_default=sa.text('now()'), nullable=True),
+        sa.Column('updated_at', sa.DateTime(timezone=True), server_default=sa.text('now()'), nullable=True),
+        sa.ForeignKeyConstraint(['session_id'], ['session_to_agents.session_id'], ondelete='CASCADE'),
+        sa.ForeignKeyConstraint(['agent_id'], ['agents.id'], ondelete='SET NULL'),
+        sa.ForeignKeyConstraint(['organization_id'], ['organizations.id'], ondelete='CASCADE'),
+        sa.PrimaryKeyConstraint('id'),
+        sa.UniqueConstraint('team_id', 'channel_id', 'thread_ts', name='uq_slack_conversation_thread')
+    )
+    op.create_index(op.f('ix_slack_conversations_id'), 'slack_conversations', ['id'], unique=False)
+    op.create_index(op.f('ix_slack_conversations_team_id'), 'slack_conversations', ['team_id'], unique=False)
+    op.create_index(op.f('ix_slack_conversations_channel_id'), 'slack_conversations', ['channel_id'], unique=False)
+    op.create_index(op.f('ix_slack_conversations_thread_ts'), 'slack_conversations', ['thread_ts'], unique=False)
+    op.create_index(op.f('ix_slack_conversations_session_id'), 'slack_conversations', ['session_id'], unique=False)
+
+
+def downgrade() -> None:
+    # Drop slack_conversations table
+    op.drop_index(op.f('ix_slack_conversations_session_id'), table_name='slack_conversations')
+    op.drop_index(op.f('ix_slack_conversations_thread_ts'), table_name='slack_conversations')
+    op.drop_index(op.f('ix_slack_conversations_channel_id'), table_name='slack_conversations')
+    op.drop_index(op.f('ix_slack_conversations_team_id'), table_name='slack_conversations')
+    op.drop_index(op.f('ix_slack_conversations_id'), table_name='slack_conversations')
+    op.drop_table('slack_conversations')
+
+    # Drop agent_slack_configs table
+    op.drop_index(op.f('ix_agent_slack_configs_channel_id'), table_name='agent_slack_configs')
+    op.drop_index(op.f('ix_agent_slack_configs_agent_id'), table_name='agent_slack_configs')
+    op.drop_index(op.f('ix_agent_slack_configs_team_id'), table_name='agent_slack_configs')
+    op.drop_index(op.f('ix_agent_slack_configs_organization_id'), table_name='agent_slack_configs')
+    op.drop_index(op.f('ix_agent_slack_configs_id'), table_name='agent_slack_configs')
+    op.drop_table('agent_slack_configs')
+
+    # Drop slack_workspace_configs table
+    op.drop_index(op.f('ix_slack_workspace_configs_team_id'), table_name='slack_workspace_configs')
+    op.drop_index(op.f('ix_slack_workspace_configs_organization_id'), table_name='slack_workspace_configs')
+    op.drop_index(op.f('ix_slack_workspace_configs_id'), table_name='slack_workspace_configs')
+    op.drop_table('slack_workspace_configs')
+
+    # Drop slack_tokens table
+    op.drop_index(op.f('ix_slack_tokens_team_id'), table_name='slack_tokens')
+    op.drop_index(op.f('ix_slack_tokens_organization_id'), table_name='slack_tokens')
+    op.drop_index(op.f('ix_slack_tokens_id'), table_name='slack_tokens')
+    op.drop_table('slack_tokens')
+
+    # Drop StorageMode enum type
+    sa.Enum('FULL_CONTENT', 'METADATA_ONLY', 'EMBEDDINGS_ONLY', name='storagemode').drop(op.get_bind(), checkfirst=True)

backend/alembic/versions/add_ticket_csat.py

@@ -0,0 +1,43 @@
+"""CSAT score linkage on tickets
+
+Revision ID: add_tkt_csat_001
+Revises: add_tkt_row_scope_001
+Create Date: 2026-07-22
+
+The CSAT ask already goes out on close; nothing carried the answer back. These
+columns close the loop: when the customer rates the conversation linked to a
+ticket, the score lands on the ticket itself, so AI-resolved vs human-resolved
+CSAT is a plain query instead of a join through ratings/sessions.
+"""
+from alembic import op
+import sqlalchemy as sa
+
+revision = "add_tkt_csat_001"
+down_revision = "add_tkt_row_scope_001"
+branch_labels = None
+depends_on = None
+
+
+def upgrade() -> None:
+    op.add_column("tickets", sa.Column("csat_requested_at", sa.DateTime(timezone=True), nullable=True))
+    op.add_column("tickets", sa.Column("csat_score", sa.Integer(), nullable=True))
+    op.add_column("tickets", sa.Column("csat_rating_id", sa.UUID(), nullable=True))
+    op.add_column("tickets", sa.Column("csat_responded_at", sa.DateTime(timezone=True), nullable=True))
+    op.create_foreign_key(
+        "fk_tickets_csat_rating_id",
+        "tickets",
+        "ratings",
+        ["csat_rating_id"],
+        ["id"],
+        ondelete="SET NULL",
+    )
+    op.create_index("ix_tickets_org_csat", "tickets", ["organization_id", "csat_responded_at"])
+
+
+def downgrade() -> None:
+    op.drop_index("ix_tickets_org_csat", table_name="tickets")
+    op.drop_constraint("fk_tickets_csat_rating_id", "tickets", type_="foreignkey")
+    op.drop_column("tickets", "csat_responded_at")
+    op.drop_column("tickets", "csat_rating_id")
+    op.drop_column("tickets", "csat_score")
+    op.drop_column("tickets", "csat_requested_at")

backend/alembic/versions/add_ticketing_core_001_add_native_ticketing.py

@@ -0,0 +1,229 @@
+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+"""add native AI-first ticketing core tables
+
+Revision ID: add_ticketing_core_001
+Revises: add_hc_faq_feedback_001
+Create Date: 2026-07-16
+
+New feature: native AI-first ticketing (replaces the Jira-only flow). Tickets
+are first-class aggregates decoupled from chat sessions; the legacy
+session_to_agents.ticket_* columns remain as a denormalized mirror.
+
+Tables:
+- tickets: the aggregate root (per-org TKT-{n} numbers, triage fields,
+  pgvector embedding for dedup, SLA timestamps, external escalation ref)
+- ticket_sequences: per-org display-number allocator (SELECT ... FOR UPDATE)
+- ticket_sessions: ticket <-> chat-session link table
+- ticket_activities: append-only comments + audit trail
+- organization_ticket_settings: autonomy level, SLA targets, comms templates,
+  investigation budgets
+
+Status/priority/source columns are plain strings (mirroring
+faq_generation_jobs) so new values never need an ALTER TYPE migration.
+
+Also seeds view_tickets/manage_tickets permissions and attaches them to
+existing roles that already hold manage_all_chats (new orgs get them from
+Permission.default_permissions()).
+"""
+from alembic import op
+import sqlalchemy as sa
+from sqlalchemy.dialects import postgresql
+
+# revision identifiers, used by Alembic.
+revision = 'add_ticketing_core_001'
+down_revision = 'add_hc_faq_feedback_001'
+branch_labels = None
+depends_on = None
+
+TICKET_EMBEDDING_DIM = 384
+
+
+def upgrade() -> None:
+    # pgvector for the dedup embedding (idempotent; also created by
+    # scripts/init-vector.sql on fresh databases).
+    op.execute("CREATE EXTENSION IF NOT EXISTS vector")
+
+    op.create_table(
+        'tickets',
+        sa.Column('id', postgresql.UUID(as_uuid=True), nullable=False),
+        sa.Column('ticket_number', sa.Integer(), nullable=False),
+        sa.Column('organization_id', postgresql.UUID(as_uuid=True), nullable=False),
+        sa.Column('customer_id', postgresql.UUID(as_uuid=True), nullable=True),
+        sa.Column('title', sa.String(length=500), nullable=False),
+        sa.Column('original_title', sa.String(length=500), nullable=True),
+        sa.Column('description', sa.Text(), nullable=True),
+        sa.Column('status', sa.String(), nullable=False),
+        sa.Column('priority', sa.String(), nullable=False),
+        sa.Column('severity', sa.Integer(), nullable=True),
+        sa.Column('source', sa.String(), nullable=False),
+        sa.Column('intent', sa.String(), nullable=True),
+        sa.Column('triage_confidence', sa.Float(), nullable=True),
+        sa.Column('ai_summary', sa.Text(), nullable=True),
+        sa.Column('tags', sa.JSON(), nullable=True),
+        sa.Column('assignee_user_id', postgresql.UUID(as_uuid=True), nullable=True),
+        sa.Column('group_id', postgresql.UUID(as_uuid=True), nullable=True),
+        sa.Column('agent_id', postgresql.UUID(as_uuid=True), nullable=True),
+        sa.Column('duplicate_of_ticket_id', postgresql.UUID(as_uuid=True), nullable=True),
+        sa.Column('resolution_outcome', sa.String(), nullable=True),
+        sa.Column('resolution_summary', sa.Text(), nullable=True),
+        sa.Column('customer_resolution_message', sa.Text(), nullable=True),
+        sa.Column('resolved_by_actor', sa.String(), nullable=True),
+        sa.Column('first_response_at', sa.DateTime(timezone=True), nullable=True),
+        sa.Column('resolved_at', sa.DateTime(timezone=True), nullable=True),
+        sa.Column('closed_at', sa.DateTime(timezone=True), nullable=True),
+        sa.Column('confirmation_requested_at', sa.DateTime(timezone=True), nullable=True),
+        sa.Column('reopened_count', sa.Integer(), server_default='0', nullable=False),
+        sa.Column('external_ref_type', sa.String(), nullable=True),
+        sa.Column('external_ref_id', sa.String(), nullable=True),
+        sa.Column('external_ref_url', sa.String(), nullable=True),
+        sa.Column('created_by_user_id', postgresql.UUID(as_uuid=True), nullable=True),
+        sa.Column('created_at', sa.DateTime(timezone=True), server_default=sa.text('now()'), nullable=True),
+        sa.Column('updated_at', sa.DateTime(timezone=True), server_default=sa.text('now()'), nullable=True),
+        sa.ForeignKeyConstraint(['organization_id'], ['organizations.id'], ondelete='CASCADE'),
+        sa.ForeignKeyConstraint(['customer_id'], ['customers.id'], ondelete='SET NULL'),
+        sa.ForeignKeyConstraint(['assignee_user_id'], ['users.id'], ondelete='SET NULL'),
+        sa.ForeignKeyConstraint(['group_id'], ['groups.id'], ondelete='SET NULL'),
+        sa.ForeignKeyConstraint(['agent_id'], ['agents.id'], ondelete='SET NULL'),
+        sa.ForeignKeyConstraint(['duplicate_of_ticket_id'], ['tickets.id'], ondelete='SET NULL'),
+        sa.ForeignKeyConstraint(['created_by_user_id'], ['users.id'], ondelete='SET NULL'),
+        sa.PrimaryKeyConstraint('id'),
+        sa.UniqueConstraint('organization_id', 'ticket_number', name='uq_tickets_org_number'),
+    )
+    # The vector column via raw SQL so the sqlalchemy migration stays free of
+    # the pgvector python type.
+    op.execute(f"ALTER TABLE tickets ADD COLUMN embedding vector({TICKET_EMBEDDING_DIM})")
+    op.create_index(op.f('ix_tickets_organization_id'), 'tickets', ['organization_id'])
+    op.create_index(op.f('ix_tickets_status'), 'tickets', ['status'])
+    op.create_index('ix_tickets_org_status', 'tickets', ['organization_id', 'status'])
+    op.create_index('ix_tickets_org_assignee', 'tickets', ['organization_id', 'assignee_user_id'])
+    op.create_index('ix_tickets_org_created', 'tickets', ['organization_id', 'created_at'])
+    # Approximate-NN index for dedup/similar-ticket recall (cosine).
+    op.execute(
+        "CREATE INDEX ix_tickets_embedding_hnsw ON tickets "
+        "USING hnsw (embedding vector_cosine_ops)"
+    )
+
+    op.create_table(
+        'ticket_sequences',
+        sa.Column('organization_id', postgresql.UUID(as_uuid=True), nullable=False),
+        sa.Column('next_number', sa.Integer(), nullable=False),
+        sa.ForeignKeyConstraint(['organization_id'], ['organizations.id'], ondelete='CASCADE'),
+        sa.PrimaryKeyConstraint('organization_id'),
+    )
+
+    op.create_table(
+        'ticket_sessions',
+        sa.Column('ticket_id', postgresql.UUID(as_uuid=True), nullable=False),
+        sa.Column('session_id', postgresql.UUID(as_uuid=True), nullable=False),
+        sa.Column('linked_at', sa.DateTime(timezone=True), server_default=sa.text('now()'), nullable=True),
+        sa.ForeignKeyConstraint(['ticket_id'], ['tickets.id'], ondelete='CASCADE'),
+        sa.ForeignKeyConstraint(['session_id'], ['session_to_agents.session_id'], ondelete='CASCADE'),
+        sa.PrimaryKeyConstraint('ticket_id', 'session_id'),
+    )
+    op.create_index(op.f('ix_ticket_sessions_session_id'), 'ticket_sessions', ['session_id'])
+
+    op.create_table(
+        'ticket_activities',
+        sa.Column('id', postgresql.UUID(as_uuid=True), nullable=False),
+        sa.Column('ticket_id', postgresql.UUID(as_uuid=True), nullable=False),
+        sa.Column('activity_type', sa.String(), nullable=False),
+        sa.Column('actor_type', sa.String(), nullable=False),
+        sa.Column('actor_user_id', postgresql.UUID(as_uuid=True), nullable=True),
+        sa.Column('body', sa.Text(), nullable=True),
+        sa.Column('is_internal', sa.Boolean(), server_default=sa.true(), nullable=False),
+        sa.Column('activity_metadata', sa.JSON(), nullable=True),
+        sa.Column('created_at', sa.DateTime(timezone=True), server_default=sa.text('now()'), nullable=True),
+        sa.ForeignKeyConstraint(['ticket_id'], ['tickets.id'], ondelete='CASCADE'),
+        sa.ForeignKeyConstraint(['actor_user_id'], ['users.id'], ondelete='SET NULL'),
+        sa.PrimaryKeyConstraint('id'),
+    )
+    op.create_index(op.f('ix_ticket_activities_ticket_id'), 'ticket_activities', ['ticket_id'])
+    op.create_index('ix_ticket_activities_ticket_created', 'ticket_activities', ['ticket_id', 'created_at'])
+
+    op.create_table(
+        'organization_ticket_settings',
+        sa.Column('organization_id', postgresql.UUID(as_uuid=True), nullable=False),
+        sa.Column('autonomy_level', sa.Integer(), server_default='1', nullable=False),
+        sa.Column('auto_investigate_on_create', sa.Boolean(), server_default=sa.true(), nullable=False),
+        sa.Column('min_confidence_to_auto_resolve', sa.Float(), server_default='0.85', nullable=False),
+        sa.Column('confirmation_timeout_hours', sa.Integer(), server_default='72', nullable=False),
+        sa.Column('csat_enabled', sa.Boolean(), server_default=sa.true(), nullable=False),
+        sa.Column('sla_targets', sa.JSON(), nullable=True),
+        sa.Column('created_template', sa.Text(), nullable=True),
+        sa.Column('resolved_template', sa.Text(), nullable=True),
+        sa.Column('jira_escalation_enabled', sa.Boolean(), server_default=sa.false(), nullable=False),
+        sa.Column('jira_escalation_priority', sa.String(), nullable=True),
+        sa.Column('investigation_mcp_tool_ids', sa.JSON(), nullable=True),
+        sa.Column('alert_webhook_enabled', sa.Boolean(), server_default=sa.false(), nullable=False),
+        sa.Column('max_tool_calls_per_run', sa.Integer(), server_default='25', nullable=False),
+        sa.Column('max_runs_per_ticket', sa.Integer(), server_default='3', nullable=False),
+        sa.Column('monthly_investigation_cap', sa.Integer(), nullable=True),
+        sa.Column('created_at', sa.DateTime(timezone=True), server_default=sa.text('now()'), nullable=True),
+        sa.Column('updated_at', sa.DateTime(timezone=True), nullable=True),
+        sa.ForeignKeyConstraint(['organization_id'], ['organizations.id'], ondelete='CASCADE'),
+        sa.PrimaryKeyConstraint('organization_id'),
+    )
+
+    # Seed the new permissions and attach them to existing roles that already
+    # manage chats (new orgs seed via Permission.default_permissions()).
+    op.execute("""
+        INSERT INTO permissions (name, description)
+        SELECT 'view_tickets', 'Can view tickets'
+        WHERE NOT EXISTS (SELECT 1 FROM permissions WHERE name = 'view_tickets')
+    """)
+    op.execute("""
+        INSERT INTO permissions (name, description)
+        SELECT 'manage_tickets', 'Can manage tickets'
+        WHERE NOT EXISTS (SELECT 1 FROM permissions WHERE name = 'manage_tickets')
+    """)
+    op.execute("""
+        INSERT INTO role_permissions (role_id, permission_id)
+        SELECT rp.role_id, p_new.id
+        FROM role_permissions rp
+        JOIN permissions p_old ON p_old.id = rp.permission_id AND p_old.name = 'manage_all_chats'
+        CROSS JOIN permissions p_new
+        WHERE p_new.name IN ('view_tickets', 'manage_tickets')
+          AND NOT EXISTS (
+              SELECT 1 FROM role_permissions rp2
+              WHERE rp2.role_id = rp.role_id AND rp2.permission_id = p_new.id
+          )
+    """)
+
+
+def downgrade() -> None:
+    op.execute("""
+        DELETE FROM role_permissions
+        WHERE permission_id IN (
+            SELECT id FROM permissions WHERE name IN ('view_tickets', 'manage_tickets')
+        )
+    """)
+    op.execute("DELETE FROM permissions WHERE name IN ('view_tickets', 'manage_tickets')")
+    op.drop_table('organization_ticket_settings')
+    op.drop_index('ix_ticket_activities_ticket_created', table_name='ticket_activities')
+    op.drop_index(op.f('ix_ticket_activities_ticket_id'), table_name='ticket_activities')
+    op.drop_table('ticket_activities')
+    op.drop_index(op.f('ix_ticket_sessions_session_id'), table_name='ticket_sessions')
+    op.drop_table('ticket_sessions')
+    op.drop_table('ticket_sequences')
+    op.execute("DROP INDEX IF EXISTS ix_tickets_embedding_hnsw")
+    op.drop_index('ix_tickets_org_created', table_name='tickets')
+    op.drop_index('ix_tickets_org_assignee', table_name='tickets')
+    op.drop_index('ix_tickets_org_status', table_name='tickets')
+    op.drop_index(op.f('ix_tickets_status'), table_name='tickets')
+    op.drop_index(op.f('ix_tickets_organization_id'), table_name='tickets')
+    op.drop_table('tickets')

backend/alembic/versions/add_tkt_db_ssh_001_add_ssh.py

@@ -0,0 +1,54 @@
+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+"""add SSH tunnel fields to ticket_db_connectors
+
+Revision ID: add_tkt_db_ssh_001
+Revises: add_tkt_phase4_001
+Create Date: 2026-07-17
+
+Production databases are usually reached through a bastion / jump host rather
+than directly — this adds optional SSH-tunnel config to the guardrailed DB
+connector (key/password encrypted at rest).
+"""
+from alembic import op
+import sqlalchemy as sa
+
+# revision identifiers, used by Alembic.
+revision = 'add_tkt_db_ssh_001'
+down_revision = 'add_tkt_phase4_001'
+branch_labels = None
+depends_on = None
+
+
+def upgrade() -> None:
+    op.add_column('ticket_db_connectors', sa.Column('ssh_enabled', sa.Boolean(), server_default=sa.text('false'), nullable=False))
+    op.add_column('ticket_db_connectors', sa.Column('ssh_host', sa.String(length=500), nullable=True))
+    op.add_column('ticket_db_connectors', sa.Column('ssh_port', sa.Integer(), server_default='22', nullable=False))
+    op.add_column('ticket_db_connectors', sa.Column('ssh_username', sa.String(length=200), nullable=True))
+    op.add_column('ticket_db_connectors', sa.Column('encrypted_ssh_password', sa.Text(), nullable=True))
+    op.add_column('ticket_db_connectors', sa.Column('encrypted_ssh_private_key', sa.Text(), nullable=True))
+    op.add_column('ticket_db_connectors', sa.Column('encrypted_ssh_key_passphrase', sa.Text(), nullable=True))
+
+
+def downgrade() -> None:
+    op.drop_column('ticket_db_connectors', 'encrypted_ssh_key_passphrase')
+    op.drop_column('ticket_db_connectors', 'encrypted_ssh_private_key')
+    op.drop_column('ticket_db_connectors', 'encrypted_ssh_password')
+    op.drop_column('ticket_db_connectors', 'ssh_username')
+    op.drop_column('ticket_db_connectors', 'ssh_port')
+    op.drop_column('ticket_db_connectors', 'ssh_host')
+    op.drop_column('ticket_db_connectors', 'ssh_enabled')

backend/alembic/versions/add_tkt_phase4_001_add_phase4.py

@@ -0,0 +1,165 @@
+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+"""add ticketing Phase 4: guardrailed DB connectors, proposals, webhook secret
+
+Revision ID: add_tkt_phase4_001
+Revises: add_invest_glassbox_001
+Create Date: 2026-07-17
+
+- ticket_db_connectors: read-only, allowlisted, masked DB access for the
+  investigation agent (creds encrypted at rest)
+- db_connector_audit_logs: every attempted query (raw + canonical SQL,
+  outcome) — result rows are never stored
+- ticket_proposals: autonomy L2 propose/approve records
+- organization_ticket_settings.alert_webhook_secret for the alert intake
+- seeds approve_ticket_actions (roles with manage_tickets) and
+  manage_ticket_connectors (roles with manage_organization)
+"""
+from alembic import op
+import sqlalchemy as sa
+from sqlalchemy.dialects import postgresql
+
+# revision identifiers, used by Alembic.
+revision = 'add_tkt_phase4_001'
+down_revision = 'add_invest_glassbox_001'
+branch_labels = None
+depends_on = None
+
+NEW_PERMISSIONS = {
+    'approve_ticket_actions': ('Can approve AI-proposed ticket resolutions', 'manage_tickets'),
+    'manage_ticket_connectors': ('Can manage ticket investigation connectors', 'manage_organization'),
+}
+
+
+def upgrade() -> None:
+    op.create_table(
+        'ticket_db_connectors',
+        sa.Column('id', postgresql.UUID(as_uuid=True), nullable=False),
+        sa.Column('organization_id', postgresql.UUID(as_uuid=True), nullable=False),
+        sa.Column('name', sa.String(length=200), nullable=False),
+        sa.Column('engine', sa.String(), nullable=False),
+        sa.Column('host', sa.String(length=500), nullable=False),
+        sa.Column('port', sa.Integer(), nullable=False),
+        sa.Column('database', sa.String(length=200), nullable=False),
+        sa.Column('username', sa.String(length=200), nullable=False),
+        sa.Column('encrypted_password', sa.Text(), nullable=False),
+        sa.Column('enabled', sa.Boolean(), server_default=sa.text('true'), nullable=False),
+        sa.Column('allowed_tables', postgresql.JSON(astext_type=sa.Text()), nullable=True),
+        sa.Column('masked_columns', postgresql.JSON(astext_type=sa.Text()), nullable=True),
+        sa.Column('max_rows', sa.Integer(), server_default='100', nullable=False),
+        sa.Column('statement_timeout_ms', sa.Integer(), server_default='5000', nullable=False),
+        sa.Column('last_test_at', sa.DateTime(timezone=True), nullable=True),
+        sa.Column('last_test_ok', sa.Boolean(), nullable=True),
+        sa.Column('created_at', sa.DateTime(timezone=True), server_default=sa.text('now()'), nullable=True),
+        sa.Column('updated_at', sa.DateTime(timezone=True), nullable=True),
+        sa.ForeignKeyConstraint(['organization_id'], ['organizations.id'], ondelete='CASCADE'),
+        sa.PrimaryKeyConstraint('id'),
+    )
+    op.create_index(op.f('ix_ticket_db_connectors_organization_id'), 'ticket_db_connectors', ['organization_id'])
+
+    op.create_table(
+        'db_connector_audit_logs',
+        sa.Column('id', postgresql.UUID(as_uuid=True), nullable=False),
+        sa.Column('connector_id', postgresql.UUID(as_uuid=True), nullable=False),
+        sa.Column('organization_id', postgresql.UUID(as_uuid=True), nullable=False),
+        sa.Column('ticket_id', postgresql.UUID(as_uuid=True), nullable=True),
+        sa.Column('run_id', postgresql.UUID(as_uuid=True), nullable=True),
+        sa.Column('raw_sql', sa.Text(), nullable=False),
+        sa.Column('validated_sql', sa.Text(), nullable=True),
+        sa.Column('outcome', sa.String(), nullable=False),
+        sa.Column('block_reason', sa.Text(), nullable=True),
+        sa.Column('row_count', sa.Integer(), nullable=True),
+        sa.Column('duration_ms', sa.Integer(), nullable=True),
+        sa.Column('created_at', sa.DateTime(timezone=True), server_default=sa.text('now()'), nullable=True),
+        sa.ForeignKeyConstraint(['connector_id'], ['ticket_db_connectors.id'], ondelete='CASCADE'),
+        sa.ForeignKeyConstraint(['organization_id'], ['organizations.id'], ondelete='CASCADE'),
+        sa.ForeignKeyConstraint(['ticket_id'], ['tickets.id'], ondelete='SET NULL'),
+        sa.ForeignKeyConstraint(['run_id'], ['investigation_runs.id'], ondelete='SET NULL'),
+        sa.PrimaryKeyConstraint('id'),
+    )
+    op.create_index(op.f('ix_db_connector_audit_logs_connector_id'), 'db_connector_audit_logs', ['connector_id'])
+    op.create_index(op.f('ix_db_connector_audit_logs_organization_id'), 'db_connector_audit_logs', ['organization_id'])
+    op.create_index('ix_db_connector_audit_logs_created', 'db_connector_audit_logs', ['organization_id', 'created_at'])
+
+    op.create_table(
+        'ticket_proposals',
+        sa.Column('id', postgresql.UUID(as_uuid=True), nullable=False),
+        sa.Column('ticket_id', postgresql.UUID(as_uuid=True), nullable=False),
+        sa.Column('organization_id', postgresql.UUID(as_uuid=True), nullable=False),
+        sa.Column('run_id', postgresql.UUID(as_uuid=True), nullable=True),
+        sa.Column('summary', sa.Text(), nullable=False),
+        sa.Column('customer_message', sa.Text(), nullable=True),
+        sa.Column('confidence', sa.Float(), nullable=True),
+        sa.Column('status', sa.String(), nullable=False),
+        sa.Column('decided_by_user_id', postgresql.UUID(as_uuid=True), nullable=True),
+        sa.Column('decided_at', sa.DateTime(timezone=True), nullable=True),
+        sa.Column('reject_reason', sa.Text(), nullable=True),
+        sa.Column('created_at', sa.DateTime(timezone=True), server_default=sa.text('now()'), nullable=True),
+        sa.Column('updated_at', sa.DateTime(timezone=True), nullable=True),
+        sa.ForeignKeyConstraint(['ticket_id'], ['tickets.id'], ondelete='CASCADE'),
+        sa.ForeignKeyConstraint(['organization_id'], ['organizations.id'], ondelete='CASCADE'),
+        sa.ForeignKeyConstraint(['run_id'], ['investigation_runs.id'], ondelete='SET NULL'),
+        sa.ForeignKeyConstraint(['decided_by_user_id'], ['users.id'], ondelete='SET NULL'),
+        sa.PrimaryKeyConstraint('id'),
+    )
+    op.create_index(op.f('ix_ticket_proposals_ticket_id'), 'ticket_proposals', ['ticket_id'])
+    op.create_index(op.f('ix_ticket_proposals_organization_id'), 'ticket_proposals', ['organization_id'])
+
+    op.add_column(
+        'organization_ticket_settings',
+        sa.Column('alert_webhook_secret', sa.String(length=64), nullable=True),
+    )
+
+    # Seed the new permissions onto roles holding the anchor permission
+    # (new orgs seed via Permission.default_permissions()).
+    for name, (description, anchor) in NEW_PERMISSIONS.items():
+        op.execute(f"""
+            INSERT INTO permissions (name, description)
+            SELECT '{name}', '{description}'
+            WHERE NOT EXISTS (SELECT 1 FROM permissions WHERE name = '{name}')
+        """)
+        op.execute(f"""
+            INSERT INTO role_permissions (role_id, permission_id)
+            SELECT rp.role_id, p_new.id
+            FROM role_permissions rp
+            JOIN permissions p_old ON p_old.id = rp.permission_id AND p_old.name = '{anchor}'
+            CROSS JOIN permissions p_new
+            WHERE p_new.name = '{name}'
+              AND NOT EXISTS (
+                  SELECT 1 FROM role_permissions rp2
+                  WHERE rp2.role_id = rp.role_id AND rp2.permission_id = p_new.id
+              )
+        """)
+
+
+def downgrade() -> None:
+    names = "', '".join(NEW_PERMISSIONS)
+    op.execute(f"""
+        DELETE FROM role_permissions
+        WHERE permission_id IN (SELECT id FROM permissions WHERE name IN ('{names}'))
+    """)
+    op.execute(f"DELETE FROM permissions WHERE name IN ('{names}')")
+    op.drop_column('organization_ticket_settings', 'alert_webhook_secret')
+    op.drop_index(op.f('ix_ticket_proposals_organization_id'), table_name='ticket_proposals')
+    op.drop_index(op.f('ix_ticket_proposals_ticket_id'), table_name='ticket_proposals')
+    op.drop_table('ticket_proposals')
+    op.drop_index('ix_db_connector_audit_logs_created', table_name='db_connector_audit_logs')
+    op.drop_index(op.f('ix_db_connector_audit_logs_organization_id'), table_name='db_connector_audit_logs')
+    op.drop_index(op.f('ix_db_connector_audit_logs_connector_id'), table_name='db_connector_audit_logs')
+    op.drop_table('db_connector_audit_logs')
+    op.drop_index(op.f('ix_ticket_db_connectors_organization_id'), table_name='ticket_db_connectors')
+    op.drop_table('ticket_db_connectors')

backend/alembic/versions/add_widget_apps_001.py

@@ -0,0 +1,67 @@
+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+"""Add widget_apps table
+
+Revision ID: add_widget_apps_001
+Revises: 2381319791e8
+Create Date: 2026-01-13 00:00:00.000000
+
+"""
+from typing import Sequence, Union
+from alembic import op
+import sqlalchemy as sa
+from sqlalchemy.dialects.postgresql import UUID
+
+
+# revision identifiers, used by Alembic.
+revision: str = 'add_widget_apps_001'
+down_revision: Union[str, Sequence[str]] = '2381319791e8'
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    # Create widget_apps table
+    op.create_table(
+        'widget_apps',
+        sa.Column('id', UUID(as_uuid=True), primary_key=True, nullable=False),
+        sa.Column('name', sa.String(), nullable=False),
+        sa.Column('description', sa.Text(), nullable=True),
+        sa.Column('organization_id', UUID(as_uuid=True), nullable=False),
+        sa.Column('api_key_hash', sa.String(), nullable=False),
+        sa.Column('created_by', UUID(as_uuid=True), nullable=False),
+        sa.Column('is_active', sa.Boolean(), nullable=False, server_default='true'),
+        sa.Column('created_at', sa.DateTime(timezone=True), server_default=sa.func.now(), nullable=False),
+        sa.Column('updated_at', sa.DateTime(timezone=True), server_default=sa.func.now(), onupdate=sa.func.now(), nullable=False),
+        sa.ForeignKeyConstraint(['organization_id'], ['organizations.id']),
+        sa.ForeignKeyConstraint(['created_by'], ['users.id']),
+    )
+
+    # Create indexes
+    op.create_index('ix_widget_apps_id', 'widget_apps', ['id'])
+    op.create_index('ix_widget_apps_organization_id', 'widget_apps', ['organization_id'])
+    op.create_index('ix_widget_apps_is_active', 'widget_apps', ['is_active'])
+
+
+def downgrade() -> None:
+    # Drop indexes
+    op.drop_index('ix_widget_apps_is_active', table_name='widget_apps')
+    op.drop_index('ix_widget_apps_organization_id', table_name='widget_apps')
+    op.drop_index('ix_widget_apps_id', table_name='widget_apps')
+
+    # Drop table
+    op.drop_table('widget_apps')

backend/alembic/versions/agent_quick_replies_001.py

@@ -0,0 +1,30 @@
+"""Let an agent offer reply buttons on messaging channels
+
+Off by default: an agent shows the AI's choices as tappable buttons on
+WhatsApp, Messenger, Instagram and Telegram only once someone turns it on.
+
+Revision ID: agent_quick_replies_001
+Revises: chat_channel_status_001
+Create Date: 2026-10-11
+"""
+from typing import Sequence, Union
+
+import sqlalchemy as sa
+from alembic import op
+
+# revision identifiers, used by Alembic.
+# Keep revision ids under 32 characters: alembic_version.version_num is
+# varchar(32).
+revision: str = 'agent_quick_replies_001'
+down_revision: Union[str, None] = 'chat_channel_status_001'
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    op.add_column('agents', sa.Column('channel_quick_replies', sa.Boolean(), nullable=False,
+                                      server_default=sa.false()), if_not_exists=True)
+
+
+def downgrade() -> None:
+    op.drop_column('agents', 'channel_quick_replies', if_exists=True)

backend/alembic/versions/auth_sessions_001.py

@@ -0,0 +1,39 @@
+"""auth_sessions table, so sign-out and password changes revoke JWTs
+
+Revision ID: auth_sessions_001
+Revises: agent_quick_replies_001
+Create Date: 2026-10-12
+
+Tokens issued before this revision carry no session id and stay valid until
+they expire, so the deploy signs nobody out.
+"""
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+from sqlalchemy.dialects import postgresql
+
+# revision identifiers, used by Alembic.
+revision: str = 'auth_sessions_001'
+down_revision: Union[str, None] = 'agent_quick_replies_001'
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    op.create_table(
+        'auth_sessions',
+        sa.Column('id', postgresql.UUID(as_uuid=True), nullable=False),
+        sa.Column('user_id', postgresql.UUID(as_uuid=True), nullable=False),
+        sa.Column('created_at', sa.DateTime(timezone=True),
+                  server_default=sa.text('now()'), nullable=True),
+        sa.Column('revoked_at', sa.DateTime(timezone=True), nullable=True),
+        sa.ForeignKeyConstraint(['user_id'], ['users.id'], ondelete='CASCADE'),
+        sa.PrimaryKeyConstraint('id'),
+    )
+    op.create_index('ix_auth_sessions_user_id', 'auth_sessions', ['user_id'])
+
+
+def downgrade() -> None:
+    op.drop_index('ix_auth_sessions_user_id', table_name='auth_sessions')
+    op.drop_table('auth_sessions')

backend/alembic/versions/b2c3d4e5f6a7_add_customer_meta_data.py

@@ -0,0 +1,50 @@
+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+"""add meta_data column to customers
+
+Adds:
+- `meta_data` (JSON): arbitrary integrator-supplied fields (e.g. student_name,
+  center_name) passed via POST /generate-token's `custom_data`, surfaced to agents
+  in the chat inbox.
+
+Revision ID: b2c3d4e5f6a7
+Revises: f4a5b6c7d8e9
+Create Date: 2026-07-06 00:00:00.000000
+
+"""
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+
+
+# revision identifiers, used by Alembic.
+revision: str = 'b2c3d4e5f6a7'
+down_revision: Union[str, None] = 'f4a5b6c7d8e9'
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    op.add_column(
+        'customers',
+        sa.Column('meta_data', sa.JSON(), nullable=True)
+    )
+
+
+def downgrade() -> None:
+    op.drop_column('customers', 'meta_data')

backend/alembic/versions/b365b8447598_initial_version.py

@@ -0,0 +1,310 @@
+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+
+
+# revision identifiers, used by Alembic.
+revision: str = 'b365b8447598'
+down_revision: Union[str, None] = None
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    # ### commands auto generated by Alembic - please adjust! ###
+    op.create_table('organizations',
+    sa.Column('id', sa.UUID(), nullable=False),
+    sa.Column('name', sa.String(length=100), nullable=False),
+    sa.Column('domain', sa.String(length=100), nullable=False),
+    sa.Column('timezone', sa.String(length=50), nullable=False),
+    sa.Column('business_hours', sa.JSON(), nullable=True),
+    sa.Column('settings', sa.JSON(), nullable=True),
+    sa.Column('is_active', sa.Boolean(), nullable=True),
+    sa.Column('created_at', sa.DateTime(), server_default=sa.text('now()'), nullable=True),
+    sa.Column('updated_at', sa.DateTime(), server_default=sa.text('now()'), nullable=True),
+    sa.PrimaryKeyConstraint('id'),
+    sa.UniqueConstraint('domain')
+    )
+    op.create_index(op.f('ix_organizations_id'), 'organizations', ['id'], unique=False)
+    op.create_table('permissions',
+    sa.Column('id', sa.Integer(), nullable=False),
+    sa.Column('name', sa.String(), nullable=False),
+    sa.Column('description', sa.String(), nullable=True),
+    sa.PrimaryKeyConstraint('id'),
+    sa.UniqueConstraint('name')
+    )
+    op.create_index(op.f('ix_permissions_id'), 'permissions', ['id'], unique=False)
+    op.create_table('agents',
+    sa.Column('id', sa.UUID(), nullable=False),
+    sa.Column('name', sa.String(length=100), nullable=False),
+    sa.Column('display_name', sa.String(length=100), nullable=True),
+    sa.Column('description', sa.Text(), nullable=True),
+    sa.Column('agent_type', sa.Enum('CUSTOMER_SUPPORT', 'SALES', 'TECH_SUPPORT', 'GENERAL', 'CUSTOM', name='agenttype'), nullable=False),
+    sa.Column('instructions', sa.Text(), nullable=False),
+    sa.Column('tools', sa.Text(), nullable=True),
+    sa.Column('is_active', sa.Boolean(), nullable=True),
+    sa.Column('organization_id', sa.UUID(), nullable=True),
+    sa.Column('is_default', sa.Boolean(), nullable=True),
+    sa.Column('transfer_to_human', sa.Boolean(), nullable=False),
+    sa.ForeignKeyConstraint(['organization_id'], ['organizations.id'], ),
+    sa.PrimaryKeyConstraint('id')
+    )
+    op.create_table('ai_configs',
+    sa.Column('id', sa.Integer(), nullable=False),
+    sa.Column('organization_id', sa.UUID(), nullable=False),
+    sa.Column('model_type', sa.Enum('OPENAI', 'ANTHROPIC', 'DEEPSEEK', 'GOOGLE', 'GOOGLEVERTEX', 'GROQ', 'MISTRAL', 'HUGGINGFACE', 'OLLAMA', 'XAI', name='aimodeltype'), nullable=False),
+    sa.Column('model_name', sa.String(), nullable=False),
+    sa.Column('encrypted_api_key', sa.String(), nullable=False),
+    sa.Column('settings', sa.JSON(), nullable=True),
+    sa.Column('is_active', sa.Boolean(), nullable=True),
+    sa.Column('created_at', sa.DateTime(timezone=True), server_default=sa.text('now()'), nullable=True),
+    sa.Column('updated_at', sa.DateTime(timezone=True), server_default=sa.text('now()'), nullable=True),
+    sa.ForeignKeyConstraint(['organization_id'], ['organizations.id'], ),
+    sa.PrimaryKeyConstraint('id')
+    )
+    op.create_index(op.f('ix_ai_configs_id'), 'ai_configs', ['id'], unique=False)
+    op.create_table('customers',
+    sa.Column('id', sa.UUID(), nullable=False),
+    sa.Column('email', sa.String(), nullable=False),
+    sa.Column('full_name', sa.String(), nullable=True),
+    sa.Column('organization_id', sa.UUID(), nullable=False),
+    sa.Column('is_active', sa.Boolean(), nullable=True),
+    sa.Column('created_at', sa.DateTime(), server_default=sa.text('now()'), nullable=True),
+    sa.Column('updated_at', sa.DateTime(), server_default=sa.text('now()'), nullable=True),
+    sa.ForeignKeyConstraint(['organization_id'], ['organizations.id'], ),
+    sa.PrimaryKeyConstraint('id'),
+    sa.UniqueConstraint('email', 'organization_id', name='uix_customer_email_org')
+    )
+    op.create_table('groups',
+    sa.Column('id', sa.UUID(), nullable=False),
+    sa.Column('name', sa.String(), nullable=False),
+    sa.Column('description', sa.String(), nullable=True),
+    sa.Column('organization_id', sa.UUID(), nullable=False),
+    sa.Column('created_at', sa.DateTime(), server_default=sa.text('now()'), nullable=True),
+    sa.Column('updated_at', sa.DateTime(), server_default=sa.text('now()'), nullable=True),
+    sa.ForeignKeyConstraint(['organization_id'], ['organizations.id'], ),
+    sa.PrimaryKeyConstraint('id')
+    )
+    op.create_table('knowledge',
+    sa.Column('id', sa.Integer(), nullable=False),
+    sa.Column('source', sa.String(), nullable=False),
+    sa.Column('source_type', sa.Enum('DATABASE', 'FILE', 'API', 'WEBSITE', 'CUSTOM', name='sourcetype'), nullable=False),
+    sa.Column('schema', sa.String(), nullable=True),
+    sa.Column('table_name', sa.String(), nullable=True),
+    sa.Column('organization_id', sa.UUID(), nullable=False),
+    sa.Column('created_at', sa.DateTime(), server_default=sa.text('now()'), nullable=True),
+    sa.Column('updated_at', sa.DateTime(), server_default=sa.text('now()'), nullable=True),
+    sa.ForeignKeyConstraint(['organization_id'], ['organizations.id'], ),
+    sa.PrimaryKeyConstraint('id')
+    )
+    op.create_index(op.f('ix_knowledge_id'), 'knowledge', ['id'], unique=False)
+    op.create_table('roles',
+    sa.Column('id', sa.Integer(), nullable=False),
+    sa.Column('name', sa.String(), nullable=False),
+    sa.Column('description', sa.String(), nullable=True),
+    sa.Column('organization_id', sa.UUID(), nullable=True),
+    sa.Column('is_default', sa.Boolean(), nullable=True),
+    sa.Column('created_at', sa.DateTime(timezone=True), server_default=sa.text('now()'), nullable=True),
+    sa.Column('updated_at', sa.DateTime(timezone=True), nullable=True),
+    sa.ForeignKeyConstraint(['organization_id'], ['organizations.id'], ),
+    sa.PrimaryKeyConstraint('id'),
+    sa.UniqueConstraint('name')
+    )
+    op.create_index(op.f('ix_roles_id'), 'roles', ['id'], unique=False)
+    op.create_table('agent_customizations',
+    sa.Column('id', sa.Integer(), nullable=False),
+    sa.Column('agent_id', sa.UUID(), nullable=True),
+    sa.Column('photo_url', sa.String(), nullable=True),
+    sa.Column('chat_background_color', sa.String(), nullable=True),
+    sa.Column('chat_bubble_color', sa.String(), nullable=True),
+    sa.Column('chat_text_color', sa.String(), nullable=True),
+    sa.Column('icon_url', sa.String(), nullable=True),
+    sa.Column('icon_color', sa.String(), nullable=True),
+    sa.Column('accent_color', sa.String(), nullable=True),
+    sa.Column('font_family', sa.String(), nullable=True),
+    sa.Column('custom_css', sa.Text(), nullable=True),
+    sa.Column('customization_metadata', sa.JSON(), nullable=True),
+    sa.ForeignKeyConstraint(['agent_id'], ['agents.id'], ondelete='CASCADE'),
+    sa.PrimaryKeyConstraint('id')
+    )
+    op.create_index(op.f('ix_agent_customizations_id'), 'agent_customizations', ['id'], unique=False)
+    op.create_table('agent_usergroup',
+    sa.Column('agent_id', sa.UUID(), nullable=True),
+    sa.Column('group_id', sa.UUID(), nullable=True),
+    sa.ForeignKeyConstraint(['agent_id'], ['agents.id'], ondelete='CASCADE'),
+    sa.ForeignKeyConstraint(['group_id'], ['groups.id'], ondelete='CASCADE')
+    )
+    op.create_table('knowledge_to_agents',
+    sa.Column('id', sa.Integer(), nullable=False),
+    sa.Column('knowledge_id', sa.Integer(), nullable=False),
+    sa.Column('agent_id', sa.UUID(), nullable=False),
+    sa.Column('created_at', sa.DateTime(), server_default=sa.text('now()'), nullable=True),
+    sa.Column('updated_at', sa.DateTime(), server_default=sa.text('now()'), nullable=True),
+    sa.ForeignKeyConstraint(['agent_id'], ['agents.id'], ondelete='CASCADE'),
+    sa.ForeignKeyConstraint(['knowledge_id'], ['knowledge.id'], ondelete='CASCADE'),
+    sa.PrimaryKeyConstraint('id')
+    )
+    op.create_index(op.f('ix_knowledge_to_agents_id'), 'knowledge_to_agents', ['id'], unique=False)
+    op.create_table('role_permissions',
+    sa.Column('role_id', sa.Integer(), nullable=True),
+    sa.Column('permission_id', sa.Integer(), nullable=True),
+    sa.ForeignKeyConstraint(['permission_id'], ['permissions.id'], ),
+    sa.ForeignKeyConstraint(['role_id'], ['roles.id'], )
+    )
+    op.create_table('users',
+    sa.Column('id', sa.UUID(), nullable=False),
+    sa.Column('email', sa.String(), nullable=True),
+    sa.Column('full_name', sa.String(), nullable=True),
+    sa.Column('hashed_password', sa.String(), nullable=True),
+    sa.Column('is_active', sa.Boolean(), nullable=True),
+    sa.Column('profile_pic', sa.String(), nullable=True),
+    sa.Column('is_online', sa.Boolean(), nullable=True),
+    sa.Column('last_seen', sa.DateTime(timezone=True), server_default=sa.text('now()'), nullable=True),
+    sa.Column('organization_id', sa.UUID(), nullable=True),
+    sa.Column('role_id', sa.Integer(), nullable=True),
+    sa.Column('created_at', sa.DateTime(timezone=True), server_default=sa.text('now()'), nullable=True),
+    sa.Column('updated_at', sa.DateTime(timezone=True), nullable=True),
+    sa.Column('fcm_token_web', sa.String(), nullable=True),
+    sa.ForeignKeyConstraint(['organization_id'], ['organizations.id'], ),
+    sa.ForeignKeyConstraint(['role_id'], ['roles.id'], ),
+    sa.PrimaryKeyConstraint('id')
+    )
+    op.create_index(op.f('ix_users_email'), 'users', ['email'], unique=True)
+    op.create_table('widgets',
+    sa.Column('id', sa.String(), nullable=False),
+    sa.Column('name', sa.String(), nullable=False),
+    sa.Column('organization_id', sa.UUID(), nullable=False),
+    sa.Column('agent_id', sa.UUID(), nullable=True),
+    sa.ForeignKeyConstraint(['agent_id'], ['agents.id'], ),
+    sa.ForeignKeyConstraint(['organization_id'], ['organizations.id'], ),
+    sa.PrimaryKeyConstraint('id')
+    )
+    op.create_table('knowledge_queue',
+    sa.Column('id', sa.Integer(), nullable=False),
+    sa.Column('organization_id', sa.UUID(), nullable=False),
+    sa.Column('agent_id', sa.UUID(), nullable=True),
+    sa.Column('user_id', sa.UUID(), nullable=False),
+    sa.Column('source_type', sa.String(), nullable=False),
+    sa.Column('source', sa.String(), nullable=False),
+    sa.Column('status', sa.String(), nullable=True),
+    sa.Column('error', sa.String(), nullable=True),
+    sa.Column('queue_metadata', sa.JSON(), nullable=True),
+    sa.Column('created_at', sa.DateTime(timezone=True), server_default=sa.text('now()'), nullable=True),
+    sa.Column('updated_at', sa.DateTime(timezone=True), nullable=True),
+    sa.ForeignKeyConstraint(['user_id'], ['users.id'], ),
+    sa.PrimaryKeyConstraint('id')
+    )
+    op.create_index(op.f('ix_knowledge_queue_id'), 'knowledge_queue', ['id'], unique=False)
+    op.create_table('notifications',
+    sa.Column('id', sa.Integer(), nullable=False),
+    sa.Column('user_id', sa.UUID(), nullable=False),
+    sa.Column('type', sa.Enum('KNOWLEDGE_PROCESSED', 'KNOWLEDGE_FAILED', 'SYSTEM', 'CHAT', name='notificationtype'), nullable=False),
+    sa.Column('title', sa.String(), nullable=False),
+    sa.Column('message', sa.String(), nullable=False),
+    sa.Column('notification_metadata', sa.JSON(), nullable=True),
+    sa.Column('is_read', sa.Boolean(), nullable=True),
+    sa.Column('created_at', sa.DateTime(timezone=True), server_default=sa.text('now()'), nullable=True),
+    sa.ForeignKeyConstraint(['user_id'], ['users.id'], ),
+    sa.PrimaryKeyConstraint('id')
+    )
+    op.create_index(op.f('ix_notifications_id'), 'notifications', ['id'], unique=False)
+    op.create_table('session_to_agents',
+    sa.Column('session_id', sa.UUID(), nullable=False),
+    sa.Column('user_id', sa.UUID(), nullable=True),
+    sa.Column('agent_id', sa.UUID(), nullable=True),
+    sa.Column('customer_id', sa.UUID(), nullable=False),
+    sa.Column('group_id', sa.UUID(), nullable=True),
+    sa.Column('organization_id', sa.UUID(), nullable=False),
+    sa.Column('status', sa.Enum('OPEN', 'CLOSED', 'TRANSFERRED', name='sessionstatus'), nullable=False),
+    sa.Column('assigned_at', sa.DateTime(timezone=True), server_default=sa.text('now()'), nullable=True),
+    sa.Column('closed_at', sa.DateTime(timezone=True), nullable=True),
+    sa.Column('updated_at', sa.DateTime(timezone=True), server_default=sa.text('now()'), nullable=True),
+    sa.Column('transfer_reason', sa.String(), nullable=True),
+    sa.Column('transfer_description', sa.String(), nullable=True),
+    sa.ForeignKeyConstraint(['agent_id'], ['agents.id'], ondelete='SET NULL'),
+    sa.ForeignKeyConstraint(['customer_id'], ['customers.id'], ondelete='SET NULL'),
+    sa.ForeignKeyConstraint(['group_id'], ['groups.id'], ondelete='SET NULL'),
+    sa.ForeignKeyConstraint(['organization_id'], ['organizations.id'], ondelete='CASCADE'),
+    sa.ForeignKeyConstraint(['user_id'], ['users.id'], ondelete='SET NULL'),
+    sa.PrimaryKeyConstraint('session_id')
+    )
+    op.create_table('user_groups',
+    sa.Column('user_id', sa.UUID(), nullable=False),
+    sa.Column('group_id', sa.UUID(), nullable=False),
+    sa.ForeignKeyConstraint(['group_id'], ['groups.id'], ),
+    sa.ForeignKeyConstraint(['user_id'], ['users.id'], ),
+    sa.PrimaryKeyConstraint('user_id', 'group_id')
+    )
+    op.create_table('chat_history',
+    sa.Column('id', sa.Integer(), nullable=False),
+    sa.Column('organization_id', sa.UUID(), nullable=True),
+    sa.Column('user_id', sa.UUID(), nullable=True),
+    sa.Column('customer_id', sa.UUID(), nullable=True),
+    sa.Column('agent_id', sa.UUID(), nullable=True),
+    sa.Column('session_id', sa.UUID(), nullable=True),
+    sa.Column('message', sa.String(), nullable=False),
+    sa.Column('message_type', sa.String(), nullable=False),
+    sa.Column('attributes', sa.JSON(), nullable=True),
+    sa.Column('created_at', sa.DateTime(), server_default=sa.text('now()'), nullable=True),
+    sa.Column('updated_at', sa.DateTime(), server_default=sa.text('now()'), nullable=True),
+    sa.ForeignKeyConstraint(['agent_id'], ['agents.id'], ondelete='SET NULL'),
+    sa.ForeignKeyConstraint(['customer_id'], ['customers.id'], ondelete='SET NULL'),
+    sa.ForeignKeyConstraint(['organization_id'], ['organizations.id'], ondelete='SET NULL'),
+    sa.ForeignKeyConstraint(['session_id'], ['session_to_agents.session_id'], ),
+    sa.ForeignKeyConstraint(['user_id'], ['users.id'], ondelete='SET NULL'),
+    sa.PrimaryKeyConstraint('id')
+    )
+    op.create_index(op.f('ix_chat_history_id'), 'chat_history', ['id'], unique=False)
+    # ### end Alembic commands ###
+
+
+def downgrade() -> None:
+    # ### commands auto generated by Alembic - please adjust! ###
+    op.drop_index(op.f('ix_chat_history_id'), table_name='chat_history')
+    op.drop_table('chat_history')
+    op.drop_table('user_groups')
+    op.drop_table('session_to_agents')
+    op.drop_index(op.f('ix_notifications_id'), table_name='notifications')
+    op.drop_table('notifications')
+    op.drop_index(op.f('ix_knowledge_queue_id'), table_name='knowledge_queue')
+    op.drop_table('knowledge_queue')
+    op.drop_table('widgets')
+    op.drop_index(op.f('ix_users_email'), table_name='users')
+    op.drop_table('users')
+    op.drop_table('role_permissions')
+    op.drop_index(op.f('ix_knowledge_to_agents_id'), table_name='knowledge_to_agents')
+    op.drop_table('knowledge_to_agents')
+    op.drop_table('agent_usergroup')
+    op.drop_index(op.f('ix_agent_customizations_id'), table_name='agent_customizations')
+    op.drop_table('agent_customizations')
+    op.drop_index(op.f('ix_roles_id'), table_name='roles')
+    op.drop_table('roles')
+    op.drop_index(op.f('ix_knowledge_id'), table_name='knowledge')
+    op.drop_table('knowledge')
+    op.drop_table('groups')
+    op.drop_table('customers')
+    op.drop_index(op.f('ix_ai_configs_id'), table_name='ai_configs')
+    op.drop_table('ai_configs')
+    op.drop_table('agents')
+    op.drop_index(op.f('ix_permissions_id'), table_name='permissions')
+    op.drop_table('permissions')
+    op.drop_index(op.f('ix_organizations_id'), table_name='organizations')
+    op.drop_table('organizations')
+    # ### end Alembic commands ###

backend/alembic/versions/b7c4e91a2d38_add_agent_queue_and_people_permissions.py

@@ -0,0 +1,151 @@
+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+"""add view_unassigned_chats + view_people permissions
+
+Revision ID: b7c4e91a2d38
+Revises: add_customer_phone_001
+Create Date: 2026-07-18
+
+Agents could previously only see chats already assigned to them or their group,
+so the AI queue was invisible and "Take over" was unreachable. Two new
+permissions rather than widening view_assigned_chats, so that granting the
+queue never also exposes another agent's conversations:
+
+- view_unassigned_chats: the unclaimed queue (session_to_agents.user_id IS NULL)
+- view_people: read-only people directory, previously gated on view_all_chats
+
+Backfill targets roles by CAPABILITY, not by name, so every existing
+organization is covered including ones whose agent role was renamed or
+hand-built:
+
+- any role that can view chats at all (assigned, all, or super_admin) gains
+  view_unassigned_chats
+- the same roles plus manage_all_chats gain view_people
+
+This deliberately widens existing roles: without it the feature would appear
+broken for every deployment created before this release, and an admin who
+wants an agent kept out can uncheck the permission in Roles. Re-runnable —
+every insert is guarded by NOT EXISTS.
+
+Also repairs the seeding bug where BOTH "Admin" and "Agent" were created with
+is_default=true, which made RoleRepository.get_default_role() return whichever
+row the database happened to yield first — an invited user could land on Admin.
+Nothing in the API enforces a single default, so the repair is data-only.
+
+The repair CLEARS Admin, which is what leaves Agent as the default. Setting
+is_default=false on Agent instead would do the opposite of what is wanted: it
+would leave Admin as the sole default and hand every newly invited user full
+permissions.
+"""
+
+from alembic import op
+
+# revision identifiers, used by Alembic.
+revision = 'b7c4e91a2d38'
+down_revision = 'add_customer_phone_001'
+branch_labels = None
+depends_on = None
+
+
+NEW_PERMISSIONS = (
+    ('view_unassigned_chats', 'Can view unassigned AI chats'),
+    ('view_people', 'Can view the people directory'),
+)
+
+# Which existing roles receive each new permission, expressed as the permissions
+# a role must already hold. Capability, not role name: an org that renamed its
+# agent role, or built its own, is still covered.
+BACKFILL = (
+    ('view_unassigned_chats', ('view_assigned_chats', 'view_all_chats', 'super_admin')),
+    ('view_people', ('view_assigned_chats', 'view_all_chats', 'manage_all_chats', 'super_admin')),
+)
+
+
+def _sql_list(values) -> str:
+    return ", ".join(f"'{value}'" for value in values)
+
+
+def upgrade() -> None:
+    for name, description in NEW_PERMISSIONS:
+        op.execute(
+            f"""
+            INSERT INTO permissions (name, description)
+            SELECT '{name}', '{description}'
+            WHERE NOT EXISTS (SELECT 1 FROM permissions WHERE name = '{name}')
+            """
+        )
+
+    for new_permission, held_by in BACKFILL:
+        op.execute(
+            f"""
+            INSERT INTO role_permissions (role_id, permission_id)
+            SELECT DISTINCT r.id, target.id
+            FROM roles r
+            JOIN role_permissions rp ON rp.role_id = r.id
+            JOIN permissions held ON held.id = rp.permission_id
+            CROSS JOIN permissions target
+            WHERE target.name = '{new_permission}'
+              AND held.name IN ({_sql_list(held_by)})
+              AND NOT EXISTS (
+                  SELECT 1 FROM role_permissions existing
+                  WHERE existing.role_id = r.id
+                    AND existing.permission_id = target.id
+              )
+            """
+        )
+
+    # One default role per organization. Clearing Admin is what PROMOTES Agent
+    # to sole default — the opposite spelling (clearing Agent) would leave
+    # Admin default and make every invited user an admin.
+    #
+    # The COUNT(*) > 1 guard is load-bearing: it means an org whose only
+    # default is Admin keeps it, rather than being left with no default role
+    # at all. An org that renamed its Admin role keeps both defaults — the
+    # pre-existing ambiguity, not a regression.
+    op.execute(
+        """
+        UPDATE roles SET is_default = false
+        WHERE name = 'Admin'
+          AND is_default = true
+          AND organization_id IN (
+              SELECT organization_id FROM roles
+              WHERE is_default = true
+              GROUP BY organization_id
+              HAVING COUNT(*) > 1
+          )
+        """
+    )
+
+
+def downgrade() -> None:
+    # Drop the grants first (FK), then the permissions themselves. is_default is
+    # not restored: the pre-migration state was ambiguous by definition.
+    op.execute(
+        """
+        DELETE FROM role_permissions
+        WHERE permission_id IN (
+            SELECT id FROM permissions
+            WHERE name IN ('view_unassigned_chats', 'view_people')
+        )
+        """
+    )
+    op.execute(
+        """
+        DELETE FROM permissions
+        WHERE name IN ('view_unassigned_chats', 'view_people')
+        """
+    )

backend/alembic/versions/bdaa7a5d6109_removed_node_specific_fields.py

@@ -0,0 +1,72 @@
+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+"""removed node specific fields
+
+Revision ID: bdaa7a5d6109
+Revises: dd0e5ceefe4b
+Create Date: 2025-07-23 12:06:47.901308
+
+"""
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+from sqlalchemy.dialects import postgresql
+
+# revision identifiers, used by Alembic.
+revision: str = 'bdaa7a5d6109'
+down_revision: Union[str, None] = 'dd0e5ceefe4b'
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    # ### commands auto generated by Alembic - please adjust! ###
+    
+    op.drop_constraint('workflow_nodes_model_id_fkey', 'workflow_nodes', type_='foreignkey')
+    op.drop_column('workflow_nodes', 'action_type')
+    op.drop_column('workflow_nodes', 'form_fields')
+    op.drop_column('workflow_nodes', 'model_id')
+    op.drop_column('workflow_nodes', 'system_prompt')
+    op.drop_column('workflow_nodes', 'condition_expression')
+    op.drop_column('workflow_nodes', 'wait_until_condition')
+    op.drop_column('workflow_nodes', 'action_config')
+    op.drop_column('workflow_nodes', 'temperature')
+    op.drop_column('workflow_nodes', 'wait_duration')
+    op.drop_column('workflow_nodes', 'transfer_rules')
+    op.drop_column('workflow_nodes', 'landing_page_content')
+    op.drop_column('workflow_nodes', 'landing_page_heading')
+    # ### end Alembic commands ###
+
+
+def downgrade() -> None:
+    # ### commands auto generated by Alembic - please adjust! ###
+    op.add_column('workflow_nodes', sa.Column('landing_page_heading', sa.TEXT(), autoincrement=False, nullable=True))
+    op.add_column('workflow_nodes', sa.Column('landing_page_content', sa.TEXT(), autoincrement=False, nullable=True))
+    op.add_column('workflow_nodes', sa.Column('transfer_rules', postgresql.JSON(astext_type=sa.Text()), autoincrement=False, nullable=True))
+    op.add_column('workflow_nodes', sa.Column('wait_duration', sa.INTEGER(), autoincrement=False, nullable=True))
+    op.add_column('workflow_nodes', sa.Column('temperature', sa.DOUBLE_PRECISION(precision=53), autoincrement=False, nullable=True))
+    op.add_column('workflow_nodes', sa.Column('action_config', postgresql.JSON(astext_type=sa.Text()), autoincrement=False, nullable=True))
+    op.add_column('workflow_nodes', sa.Column('wait_until_condition', sa.TEXT(), autoincrement=False, nullable=True))
+    op.add_column('workflow_nodes', sa.Column('condition_expression', sa.TEXT(), autoincrement=False, nullable=True))
+    op.add_column('workflow_nodes', sa.Column('system_prompt', sa.TEXT(), autoincrement=False, nullable=True))
+    op.add_column('workflow_nodes', sa.Column('model_id', sa.INTEGER(), autoincrement=False, nullable=True))
+    op.add_column('workflow_nodes', sa.Column('form_fields', postgresql.JSON(astext_type=sa.Text()), autoincrement=False, nullable=True))
+    op.add_column('workflow_nodes', sa.Column('action_type', sa.VARCHAR(), autoincrement=False, nullable=True))
+    op.create_foreign_key('workflow_nodes_model_id_fkey', 'workflow_nodes', 'ai_configs', ['model_id'], ['id'])
+
+    # ### end Alembic commands ###

backend/alembic/versions/c1d2e3f4a5b6_add_premium_chat_styles_and_show_citations.py

@@ -0,0 +1,71 @@
+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+"""add premium chat styles and show_citations to agent_customizations
+
+Adds the new GLASS/TERMINAL/PLAYFUL/CALM_MINT values to the `chatstyle` enum and a
+`show_citations` boolean column.
+
+Revision ID: c1d2e3f4a5b6
+Revises: add_sentiment_analysis_001
+Create Date: 2026-06-26 00:00:00.000000
+
+"""
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+
+
+# revision identifiers, used by Alembic.
+revision: str = 'c1d2e3f4a5b6'
+down_revision: Union[str, None] = 'add_sentiment_analysis_001'
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+NEW_CHAT_STYLES = ("GLASS", "TERMINAL", "PLAYFUL", "CALM_MINT")
+
+
+def upgrade() -> None:
+    bind = op.get_bind()
+
+    # Add new values to the native Postgres `chatstyle` enum. ALTER TYPE ... ADD VALUE
+    # cannot run inside a transaction block, so use an autocommit block.
+    if bind.dialect.name == "postgresql":
+        with op.get_context().autocommit_block():
+            for value in NEW_CHAT_STYLES:
+                op.execute(f"ALTER TYPE chatstyle ADD VALUE IF NOT EXISTS '{value}'")
+
+    # Add show_citations column (default OFF for now — citations need more work).
+    # Use IF NOT EXISTS on Postgres so the migration is safe to run on a DB where the
+    # column was already added out-of-band.
+    if bind.dialect.name == "postgresql":
+        op.execute(
+            "ALTER TABLE agent_customizations "
+            "ADD COLUMN IF NOT EXISTS show_citations boolean NOT NULL DEFAULT false"
+        )
+    else:
+        op.add_column(
+            'agent_customizations',
+            sa.Column('show_citations', sa.Boolean(), server_default=sa.false(), nullable=False),
+        )
+
+
+def downgrade() -> None:
+    op.drop_column('agent_customizations', 'show_citations')
+    # Postgres cannot cleanly drop individual enum values; the added chatstyle
+    # values are intentionally left in place.

backend/alembic/versions/c3d4e5f6a7b8_add_lead_capture.py

@@ -0,0 +1,123 @@
+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+"""add lead capture (configs, responses, customer lead stage)
+
+Revision ID: c3d4e5f6a7b8
+Revises: b2c3d4e5f6a7
+Create Date: 2026-07-07 12:00:00.000000
+
+"""
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+from sqlalchemy.dialects import postgresql
+
+
+# revision identifiers, used by Alembic.
+revision: str = 'c3d4e5f6a7b8'
+down_revision: Union[str, None] = 'b2c3d4e5f6a7'
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+# Enum member NAMES are what SQLAlchemy stores (matches agenttype/sessionstatus convention).
+# create_type=False + an explicit .create(checkfirst=True) so create_table/add_column
+# reference the type without emitting a second (empty) CREATE TYPE.
+assign_col = postgresql.ENUM('NONE', 'SALES_TEAM', 'SPECIFIC_PERSON', 'ROUND_ROBIN', name='leadassignmentmode', create_type=False)
+crm_col = postgresql.ENUM('NONE', 'HUBSPOT', 'SALESFORCE', name='crmsynctarget', create_type=False)
+stage_col = postgresql.ENUM('VISITOR', 'LEAD', 'CUSTOMER', name='leadstage', create_type=False)
+
+
+def upgrade() -> None:
+    bind = op.get_bind()
+
+    # Create enum types up front (idempotent) so create_table / add_column can reference
+    # them without re-emitting CREATE TYPE.
+    assign_col.create(bind, checkfirst=True)
+    crm_col.create(bind, checkfirst=True)
+    stage_col.create(bind, checkfirst=True)
+
+    # ---- lead_capture_configs (1:1 with agents) ----
+    op.create_table(
+        'lead_capture_configs',
+        sa.Column('id', sa.Integer(), nullable=False),
+        sa.Column('agent_id', postgresql.UUID(as_uuid=True), nullable=False),
+        sa.Column('enabled', sa.Boolean(), nullable=False, server_default=sa.false()),
+        sa.Column('require_consent', sa.Boolean(), nullable=False, server_default=sa.true()),
+        sa.Column('guidance', sa.Text(), nullable=True),
+        sa.Column('fields', sa.JSON(), nullable=True),
+        sa.Column('assignment_mode', assign_col, nullable=False, server_default='NONE'),
+        sa.Column('assignment_target_user_id', postgresql.UUID(as_uuid=True), nullable=True),
+        sa.Column('crm_sync_target', crm_col, nullable=False, server_default='NONE'),
+        sa.Column('slack_notify_enabled', sa.Boolean(), nullable=False, server_default=sa.false()),
+        sa.Column('created_at', sa.DateTime(timezone=True), server_default=sa.func.now(), nullable=True),
+        sa.Column('updated_at', sa.DateTime(timezone=True), nullable=True),
+        sa.ForeignKeyConstraint(['agent_id'], ['agents.id'], ondelete='CASCADE'),
+        sa.ForeignKeyConstraint(['assignment_target_user_id'], ['users.id']),
+        sa.PrimaryKeyConstraint('id'),
+        sa.UniqueConstraint('agent_id', name='uix_lead_capture_config_agent'),
+    )
+    op.create_index(op.f('ix_lead_capture_configs_id'), 'lead_capture_configs', ['id'], unique=False)
+
+    # ---- lead_capture_responses (one row per capture attempt) ----
+    op.create_table(
+        'lead_capture_responses',
+        sa.Column('id', postgresql.UUID(as_uuid=True), nullable=False),
+        sa.Column('organization_id', postgresql.UUID(as_uuid=True), nullable=False),
+        sa.Column('agent_id', postgresql.UUID(as_uuid=True), nullable=True),
+        sa.Column('customer_id', postgresql.UUID(as_uuid=True), nullable=False),
+        sa.Column('session_id', postgresql.UUID(as_uuid=True), nullable=True),
+        sa.Column('field_values', sa.JSON(), nullable=True),
+        sa.Column('summary', sa.Text(), nullable=True),
+        sa.Column('consent', sa.Boolean(), nullable=False, server_default=sa.false()),
+        sa.Column('qualified', sa.Boolean(), nullable=False, server_default=sa.false()),
+        sa.Column('created_at', sa.DateTime(timezone=True), server_default=sa.func.now(), nullable=True),
+        sa.ForeignKeyConstraint(['organization_id'], ['organizations.id']),
+        sa.ForeignKeyConstraint(['agent_id'], ['agents.id'], ondelete='SET NULL'),
+        sa.ForeignKeyConstraint(['customer_id'], ['customers.id'], ondelete='CASCADE'),
+        sa.ForeignKeyConstraint(['session_id'], ['session_to_agents.session_id']),
+        sa.PrimaryKeyConstraint('id'),
+    )
+    op.create_index(op.f('ix_lead_capture_responses_customer_id'), 'lead_capture_responses', ['customer_id'], unique=False)
+    op.create_index(op.f('ix_lead_capture_responses_agent_id'), 'lead_capture_responses', ['agent_id'], unique=False)
+
+    # ---- customers: lead lifecycle columns ----
+    # Add lead_stage nullable first, backfill, then enforce NOT NULL (template pattern).
+    op.add_column('customers', sa.Column('lead_stage', stage_col, nullable=True))
+    op.add_column('customers', sa.Column('lead_source', sa.JSON(), nullable=True))
+    op.add_column('customers', sa.Column('lead_qualified_at', sa.DateTime(timezone=True), nullable=True))
+    op.execute("UPDATE customers SET lead_stage = 'VISITOR' WHERE lead_stage IS NULL")
+    op.alter_column('customers', 'lead_stage', nullable=False, server_default='VISITOR')
+
+
+def downgrade() -> None:
+    op.drop_column('customers', 'lead_qualified_at')
+    op.drop_column('customers', 'lead_source')
+    op.drop_column('customers', 'lead_stage')
+
+    op.drop_index(op.f('ix_lead_capture_responses_agent_id'), table_name='lead_capture_responses')
+    op.drop_index(op.f('ix_lead_capture_responses_customer_id'), table_name='lead_capture_responses')
+    op.drop_table('lead_capture_responses')
+
+    op.drop_index(op.f('ix_lead_capture_configs_id'), table_name='lead_capture_configs')
+    op.drop_table('lead_capture_configs')
+
+    bind = op.get_bind()
+    stage_col.drop(bind, checkfirst=True)
+    crm_col.drop(bind, checkfirst=True)
+    assign_col.drop(bind, checkfirst=True)

backend/alembic/versions/chat_channel_status_001.py

@@ -0,0 +1,64 @@
+"""Track channel delivery receipts on chat_history
+
+WhatsApp reports sent / delivered / read / failed for every message we send,
+keyed by its platform message id (wamid). Storing that id on the row is what
+lets a receipt find its message; channel_status holds the latest receipt.
+
+channel_status is deliberately separate from attributes.delivery_status: the
+inbox reads any delivery_status as "not delivered", so a 'read' written there
+would show as a failure.
+
+Revision ID: chat_channel_status_001
+Revises: idx_kq_org_status_001
+Create Date: 2026-10-11
+"""
+from typing import Sequence, Union
+
+import sqlalchemy as sa
+from alembic import op
+
+# revision identifiers, used by Alembic.
+# Keep revision ids under 32 characters: alembic_version.version_num is
+# varchar(32).
+revision: str = 'chat_channel_status_001'
+down_revision: Union[str, None] = 'idx_kq_org_status_001'
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+INDEX_NAME = 'ix_chat_history_org_external_message'
+
+
+def upgrade() -> None:
+    # if_not_exists throughout: the columns commit before the index builds
+    # (CONCURRENTLY can't share their transaction), so a start that dies
+    # mid-build must be able to run this again.
+    op.add_column('chat_history', sa.Column('external_message_id', sa.String(), nullable=True),
+                  if_not_exists=True)
+    op.add_column('chat_history', sa.Column('channel_status', sa.String(16), nullable=True),
+                  if_not_exists=True)
+    op.add_column('chat_history', sa.Column('channel_status_at', sa.TIMESTAMP(timezone=True),
+                                            nullable=True),
+                  if_not_exists=True)
+    # Partial: only channel messages carry an id, so widget rows stay out of it.
+    # Built CONCURRENTLY so a large chat_history keeps taking writes while it
+    # builds — migrations run on backend start. That can't run in a
+    # transaction, hence the autocommit block. A build that fails part-way
+    # leaves an INVALID index that IF NOT EXISTS would then skip: if that
+    # happens, DROP INDEX ix_chat_history_org_external_message and restart.
+    with op.get_context().autocommit_block():
+        op.create_index(
+            INDEX_NAME, 'chat_history', ['organization_id', 'external_message_id'],
+            unique=False,
+            postgresql_where=sa.text('external_message_id IS NOT NULL'),
+            postgresql_concurrently=True,
+            if_not_exists=True,
+        )
+
+
+def downgrade() -> None:
+    with op.get_context().autocommit_block():
+        op.drop_index(INDEX_NAME, table_name='chat_history',
+                      postgresql_concurrently=True, if_exists=True)
+    op.drop_column('chat_history', 'channel_status_at', if_exists=True)
+    op.drop_column('chat_history', 'channel_status', if_exists=True)
+    op.drop_column('chat_history', 'external_message_id', if_exists=True)

backend/alembic/versions/crm_sync_varchar_001_crm_target_varchar.py

@@ -0,0 +1,62 @@
+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+"""convert crm_sync_target to varchar so new CRMs need no migration
+
+Revision ID: crm_sync_varchar_001
+Revises: merge_tkt_csat_001
+Create Date: 2026-07-22 12:00:00.000000
+
+"""
+from typing import Sequence, Union
+
+from alembic import op
+
+
+# revision identifiers, used by Alembic.
+revision: str = 'crm_sync_varchar_001'
+down_revision: Union[str, None] = 'merge_tkt_csat_001'
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+# The original crmsynctarget enum stored member NAMES; the varchar column stores
+# lowercase enum VALUES ('none', 'hubspot', ...) to match ChannelType convention.
+_ORIGINAL_ENUM_LABELS = ('NONE', 'HUBSPOT', 'SALESFORCE')
+
+
+def upgrade() -> None:
+    op.execute("ALTER TABLE lead_capture_configs ALTER COLUMN crm_sync_target DROP DEFAULT")
+    op.execute(
+        "ALTER TABLE lead_capture_configs "
+        "ALTER COLUMN crm_sync_target TYPE varchar(32) "
+        "USING lower(crm_sync_target::text)"
+    )
+    op.execute("ALTER TABLE lead_capture_configs ALTER COLUMN crm_sync_target SET DEFAULT 'none'")
+    op.execute("DROP TYPE IF EXISTS crmsynctarget")
+
+
+def downgrade() -> None:
+    labels = ", ".join(f"'{label}'" for label in _ORIGINAL_ENUM_LABELS)
+    op.execute(f"CREATE TYPE crmsynctarget AS ENUM ({labels})")
+    op.execute("ALTER TABLE lead_capture_configs ALTER COLUMN crm_sync_target DROP DEFAULT")
+    # Values unknown to the original enum (e.g. 'pipedrive') fold to 'NONE'.
+    op.execute(
+        "ALTER TABLE lead_capture_configs "
+        "ALTER COLUMN crm_sync_target TYPE crmsynctarget "
+        f"USING (CASE WHEN upper(crm_sync_target) IN ({labels}) "
+        "THEN upper(crm_sync_target) ELSE 'NONE' END)::crmsynctarget"
+    )
+    op.execute("ALTER TABLE lead_capture_configs ALTER COLUMN crm_sync_target SET DEFAULT 'NONE'")

backend/alembic/versions/d2e3f4a5b6c7_add_contact_collection_columns.py

@@ -0,0 +1,67 @@
+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+"""add contact-collection columns (collect_email + handoff_collect_email/name)
+
+Adds:
+  - agent_customizations.collect_email (default false)  -> optional pre-chat email gate
+  - agents.handoff_collect_email (default true)         -> ask email on human handoff
+  - agents.handoff_collect_name (default true)          -> ask name on human handoff
+
+Revision ID: d2e3f4a5b6c7
+Revises: c1d2e3f4a5b6
+Create Date: 2026-06-29 00:00:00.000000
+
+"""
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+
+
+# revision identifiers, used by Alembic.
+revision: str = 'd2e3f4a5b6c7'
+down_revision: Union[str, None] = 'c1d2e3f4a5b6'
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    bind = op.get_bind()
+    if bind.dialect.name == "postgresql":
+        # IF NOT EXISTS so the migration is safe on a DB where columns were added out-of-band
+        op.execute(
+            "ALTER TABLE agent_customizations "
+            "ADD COLUMN IF NOT EXISTS collect_email boolean NOT NULL DEFAULT false"
+        )
+        op.execute(
+            "ALTER TABLE agents "
+            "ADD COLUMN IF NOT EXISTS handoff_collect_email boolean NOT NULL DEFAULT true"
+        )
+        op.execute(
+            "ALTER TABLE agents "
+            "ADD COLUMN IF NOT EXISTS handoff_collect_name boolean NOT NULL DEFAULT true"
+        )
+    else:
+        op.add_column('agent_customizations', sa.Column('collect_email', sa.Boolean(), server_default=sa.false(), nullable=False))
+        op.add_column('agents', sa.Column('handoff_collect_email', sa.Boolean(), server_default=sa.true(), nullable=False))
+        op.add_column('agents', sa.Column('handoff_collect_name', sa.Boolean(), server_default=sa.true(), nullable=False))
+
+
+def downgrade() -> None:
+    op.drop_column('agents', 'handoff_collect_name')
+    op.drop_column('agents', 'handoff_collect_email')
+    op.drop_column('agent_customizations', 'collect_email')

backend/alembic/versions/d4e5f6a7b8c9_add_customer_merge.py

@@ -0,0 +1,37 @@
+"""add customers.merged_into_customer_id for visitor→customer merge
+
+Revision ID: d4e5f6a7b8c9
+Revises: c3d4e5f6a7b8
+Create Date: 2026-07-08
+
+When an anonymous widget visitor shares an email that already belongs to an
+existing customer in the org, the visitor row is merged into that customer.
+The old row keeps a pointer so stale device tokens resolve to the target.
+"""
+from alembic import op
+import sqlalchemy as sa
+from sqlalchemy.dialects import postgresql
+
+# revision identifiers, used by Alembic.
+revision = 'd4e5f6a7b8c9'
+down_revision = 'c3d4e5f6a7b8'
+branch_labels = None
+depends_on = None
+
+
+def upgrade() -> None:
+    op.add_column(
+        'customers',
+        sa.Column('merged_into_customer_id', postgresql.UUID(as_uuid=True), nullable=True),
+    )
+    op.create_foreign_key(
+        'fk_customers_merged_into', 'customers', 'customers',
+        ['merged_into_customer_id'], ['id'],
+    )
+    op.create_index('ix_customers_merged_into', 'customers', ['merged_into_customer_id'])
+
+
+def downgrade() -> None:
+    op.drop_index('ix_customers_merged_into', table_name='customers')
+    op.drop_constraint('fk_customers_merged_into', 'customers', type_='foreignkey')
+    op.drop_column('customers', 'merged_into_customer_id')

backend/alembic/versions/d9a4b9902f80_add_attempts_to_otp_table.py

@@ -0,0 +1,64 @@
+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+"""add_attempts_to_otp_table
+
+Revision ID: d9a4b9902f80
+Revises: 013174e15242
+Create Date: 2025-10-07 19:24:50.790908
+
+"""
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+
+
+# revision identifiers, used by Alembic.
+revision: str = 'd9a4b9902f80'
+down_revision: Union[str, None] = '013174e15242'
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    # Check if enterprise schema exists before adding column
+    # In open-source version, enterprise schema doesn't exist
+    connection = op.get_bind()
+    
+    # Check if enterprise schema exists
+    schema_exists = connection.execute(
+        sa.text("SELECT EXISTS(SELECT 1 FROM information_schema.schemata WHERE schema_name = 'enterprise')")
+    ).scalar()
+    
+    if schema_exists:
+        # Add attempts column to otps table in enterprise schema
+        op.add_column('otps', sa.Column('attempts', sa.Integer(), nullable=False, server_default='0'), schema='enterprise')
+
+
+def downgrade() -> None:
+    # Check if enterprise schema exists before removing column
+    # In open-source version, enterprise schema doesn't exist
+    connection = op.get_bind()
+    
+    # Check if enterprise schema exists
+    schema_exists = connection.execute(
+        sa.text("SELECT EXISTS(SELECT 1 FROM information_schema.schemata WHERE schema_name = 'enterprise')")
+    ).scalar()
+    
+    if schema_exists:
+        # Remove attempts column from otps table in enterprise schema
+        op.drop_column('otps', 'attempts', schema='enterprise')

backend/alembic/versions/dc827ab30bd4_add_progress_tracking_to_knowledge_queue.py

@@ -0,0 +1,52 @@
+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+"""add_progress_tracking_to_knowledge_queue
+
+Revision ID: dc827ab30bd4
+Revises: 621095beb234
+Create Date: 2025-08-05 16:28:47.201062
+
+"""
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+
+
+# revision identifiers, used by Alembic.
+revision: str = 'dc827ab30bd4'
+down_revision: Union[str, None] = '621095beb234'
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    # Add new progress tracking columns to knowledge_queue table
+    op.add_column('knowledge_queue', sa.Column('processing_stage', sa.String(), nullable=True, server_default='not_started'))
+    op.add_column('knowledge_queue', sa.Column('progress_percentage', sa.Float(), nullable=True, server_default='0.0'))
+    op.add_column('knowledge_queue', sa.Column('total_items', sa.Integer(), nullable=True, server_default='0'))
+    op.add_column('knowledge_queue', sa.Column('processed_items', sa.Integer(), nullable=True, server_default='0'))
+    op.add_column('knowledge_queue', sa.Column('crawled_urls', sa.JSON(), nullable=True))
+
+
+def downgrade() -> None:
+    # Remove the progress tracking columns
+    op.drop_column('knowledge_queue', 'crawled_urls')
+    op.drop_column('knowledge_queue', 'processing_stage')
+    op.drop_column('knowledge_queue', 'progress_percentage')
+    op.drop_column('knowledge_queue', 'total_items')
+    op.drop_column('knowledge_queue', 'processed_items')

backend/alembic/versions/dd0e5ceefe4b_added_new_node_type.py

@@ -0,0 +1,72 @@
+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+"""added new node type
+
+Revision ID: dd0e5ceefe4b
+Revises: 7fd0447b3d45
+Create Date: 2025-07-18 12:33:17.762285
+
+"""
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+
+
+# revision identifiers, used by Alembic.
+revision: str = 'dd0e5ceefe4b'
+down_revision: Union[str, None] = '7fd0447b3d45'
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    # ### commands auto generated by Alembic - please adjust! ###
+    
+    # Update the NodeType enum to include the new 'landing_page' type
+    op.execute("ALTER TYPE nodetype ADD VALUE IF NOT EXISTS 'LANDING_PAGE'")
+    
+    # Add new columns for landing page node type
+    op.add_column('workflow_nodes', sa.Column('landing_page_heading', sa.Text(), nullable=True))
+    op.add_column('workflow_nodes', sa.Column('landing_page_content', sa.Text(), nullable=True))
+    # ### end Alembic commands ###
+
+
+def downgrade() -> None:
+    # ### commands auto generated by Alembic - please adjust! ###
+    
+    # First drop the columns that use the enum
+    op.drop_column('workflow_nodes', 'landing_page_content')
+    op.drop_column('workflow_nodes', 'landing_page_heading')
+    
+    # Create a new enum without the landing_page value
+    op.execute("""
+        CREATE TYPE nodetype_new AS ENUM (
+            'MESSAGE','LLM','CONDITION','FORM','ACTION','HUMAN_TRANSFER','WAIT','END'
+        )
+    """)
+    
+    # Update the column type to use the new enum
+    op.execute("ALTER TABLE workflow_nodes ALTER COLUMN node_type TYPE nodetype_new USING node_type::text::nodetype_new")
+    
+    # Drop the old enum
+    op.execute("DROP TYPE nodetype")
+    
+    # Rename the new enum to the original name
+    op.execute("ALTER TYPE nodetype_new RENAME TO nodetype")
+    
+    # ### end Alembic commands ###

backend/alembic/versions/drop_slack_tables_001.py

@@ -0,0 +1,60 @@
+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+"""Drop legacy Slack tables — Slack now runs on the unified channel stack
+
+Revision ID: drop_slack_tables_001
+Revises: add_channel_tables_001
+Create Date: 2026-07-10 22:00:00.000000
+
+The old integration (slack_tokens with plaintext tokens, per-thread
+slack_conversations, per-channel agent_slack_configs, workspace storage modes)
+is replaced by channel_accounts / channel_conversations / agent_channel_configs.
+The old integration had no production users, so no data is migrated. Downgrade
+recreates empty tables via the original add_slack_integration_001 shapes.
+
+"""
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+
+
+# revision identifiers, used by Alembic.
+revision: str = 'drop_slack_tables_001'
+down_revision: Union[str, None] = 'add_channel_tables_001'
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+_TABLES = ('slack_conversations', 'agent_slack_configs', 'slack_workspace_configs', 'slack_tokens')
+
+
+def upgrade() -> None:
+    for table in _TABLES:
+        op.execute(f'DROP TABLE IF EXISTS {table} CASCADE')
+    op.execute('DROP TYPE IF EXISTS storagemode')
+
+
+def downgrade() -> None:
+    # Recreate empty legacy tables by re-running the original migration's DDL.
+    # Version scripts aren't importable by module name — load by file path.
+    import importlib.util
+    import os
+    legacy_path = os.path.join(os.path.dirname(__file__), 'add_slack_integration_001.py')
+    spec = importlib.util.spec_from_file_location('add_slack_integration_001', legacy_path)
+    legacy = importlib.util.module_from_spec(spec)
+    spec.loader.exec_module(legacy)
+    legacy.upgrade()

backend/alembic/versions/e252efacd083_agent_createddate_added.py

@@ -0,0 +1,51 @@
+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+"""Agent created date added
+
+Revision ID: e252efacd083
+Revises: 9a01e6b653b2
+Create Date: 2025-07-09 10:30:11.970669
+
+"""
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+
+
+# revision identifiers, used by Alembic.
+revision: str = 'e252efacd083'
+down_revision: Union[str, None] = '9a01e6b653b2'
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    # ### commands auto generated by Alembic - please adjust! ###
+    op.add_column('agents', sa.Column('created_at', sa.DateTime(timezone=True), server_default=sa.text('now()'), nullable=True))
+    op.add_column('agents', sa.Column('updated_at', sa.DateTime(timezone=True), nullable=True))
+
+    # ### end Alembic commands ###
+
+
+def downgrade() -> None:
+    # ### commands auto generated by Alembic - please adjust! ###
+
+    op.drop_column('agents', 'updated_at')
+    op.drop_column('agents', 'created_at')
+
+    # ### end Alembic commands ###

backend/alembic/versions/e3f4a5b6c7d8_add_aurora_chat_style.py

@@ -0,0 +1,54 @@
+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+"""add AURORA chat style to agent_customizations
+
+Adds the new AURORA value to the `chatstyle` enum (a dark "ask-me-anything"
+design with a gradient orb avatar). The orb-vs-photo avatar choice is stored in
+the existing `customization_metadata` JSON column, so no schema change is needed
+for that.
+
+Revision ID: e3f4a5b6c7d8
+Revises: d2e3f4a5b6c7
+Create Date: 2026-06-29 00:00:00.000000
+
+"""
+from typing import Sequence, Union
+
+from alembic import op
+
+
+# revision identifiers, used by Alembic.
+revision: str = 'e3f4a5b6c7d8'
+down_revision: Union[str, None] = 'd2e3f4a5b6c7'
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    bind = op.get_bind()
+
+    # Add the new value to the native Postgres `chatstyle` enum. ALTER TYPE ...
+    # ADD VALUE cannot run inside a transaction block, so use an autocommit block.
+    if bind.dialect.name == "postgresql":
+        with op.get_context().autocommit_block():
+            op.execute("ALTER TYPE chatstyle ADD VALUE IF NOT EXISTS 'AURORA'")
+
+
+def downgrade() -> None:
+    # Postgres cannot cleanly drop individual enum values; the added chatstyle
+    # value is intentionally left in place.
+    pass

backend/alembic/versions/e5f6a7b8c9d0_add_customer_is_authenticated.py

@@ -0,0 +1,32 @@
+"""add customers.is_authenticated to mark integration-authenticated people
+
+Revision ID: e5f6a7b8c9d0
+Revises: d4e5f6a7b8c9
+Create Date: 2026-07-09
+
+People who were identified via POST /generate-token (the embedding app asserted a
+known customer_email) are the business's existing customers, not organic leads, and
+must be excluded from the People/leads views. This was previously inferred from
+meta_data being NULL, but SQLAlchemy stores an empty JSON value as JSON null rather
+than SQL NULL, so `meta_data IS NULL` matched nothing and hid every visitor/lead.
+Replace that heuristic with an explicit boolean flag.
+"""
+from alembic import op
+import sqlalchemy as sa
+
+# revision identifiers, used by Alembic.
+revision = 'e5f6a7b8c9d0'
+down_revision = 'd4e5f6a7b8c9'
+branch_labels = None
+depends_on = None
+
+
+def upgrade() -> None:
+    op.add_column(
+        'customers',
+        sa.Column('is_authenticated', sa.Boolean(), nullable=False, server_default='false'),
+    )
+
+
+def downgrade() -> None:
+    op.drop_column('customers', 'is_authenticated')

backend/alembic/versions/e65e1b8e7e3c_add_jira_agent_config.py

@@ -0,0 +1,61 @@
+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+"""add jira agent config
+
+Revision ID: e65e1b8e7e3c
+Revises: 30caca239191
+Create Date: 2025-03-06 21:51:54.214580
+
+"""
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+
+
+# revision identifiers, used by Alembic.
+revision: str = 'e65e1b8e7e3c'
+down_revision: Union[str, None] = '30caca239191'
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    # ### commands auto generated by Alembic - please adjust! ###
+    op.create_table('agent_jira_configs',
+    sa.Column('id', sa.Integer(), nullable=False),
+    sa.Column('agent_id', sa.String(), nullable=False),
+    sa.Column('enabled', sa.Boolean(), nullable=False),
+    sa.Column('project_key', sa.String(), nullable=True),
+    sa.Column('issue_type_id', sa.String(), nullable=True),
+    sa.Column('created_at', sa.DateTime(), nullable=True),
+    sa.Column('updated_at', sa.DateTime(), nullable=True),
+    sa.PrimaryKeyConstraint('id')
+    )
+    op.create_index(op.f('ix_agent_jira_configs_agent_id'), 'agent_jira_configs', ['agent_id'], unique=False)
+    op.create_index(op.f('ix_agent_jira_configs_id'), 'agent_jira_configs', ['id'], unique=False)
+    
+    # ### end Alembic commands ###
+
+
+def downgrade() -> None:
+    # ### commands auto generated by Alembic - please adjust! ###
+    
+    op.drop_index(op.f('ix_agent_jira_configs_id'), table_name='agent_jira_configs')
+    op.drop_index(op.f('ix_agent_jira_configs_agent_id'), table_name='agent_jira_configs')
+    op.drop_table('agent_jira_configs')
+    # ### end Alembic commands ###

backend/alembic/versions/f3dad24474e0_add_rate_limiting_fields_to_agent_model.py

@@ -0,0 +1,52 @@
+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+"""Add rate limiting fields to Agent model
+
+Revision ID: f3dad24474e0
+Revises: ff48f854bcbf
+Create Date: 2025-03-15 20:44:17.465349
+
+"""
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+
+
+# revision identifiers, used by Alembic.
+revision: str = 'f3dad24474e0'
+down_revision: Union[str, None] = 'ff48f854bcbf'
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    # ### commands auto generated by Alembic - please adjust! ###
+ 
+    op.add_column('agents', sa.Column('enable_rate_limiting', sa.Boolean(), nullable=True, default=False))
+    op.add_column('agents', sa.Column('overall_limit_per_ip', sa.Integer(), nullable=True, default=100))
+    op.add_column('agents', sa.Column('requests_per_sec', sa.Float(), nullable=True, default=1))
+    # ### end Alembic commands ###
+
+
+def downgrade() -> None:
+    # ### commands auto generated by Alembic - please adjust! ###
+    op.drop_column('agents', 'requests_per_sec')
+    op.drop_column('agents', 'overall_limit_per_ip')
+    op.drop_column('agents', 'enable_rate_limiting')
+
+    # ### end Alembic commands ###

backend/alembic/versions/f4a5b6c7d8e9_add_sunrise_style_and_quick_actions.py

@@ -0,0 +1,65 @@
+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+"""add SUNRISE chat style + welcome_message and quick_actions columns
+
+Adds:
+- SUNRISE value to the `chatstyle` enum (a light theme).
+- `welcome_message` (Text): first in-conversation agent bubble shown on open.
+- `quick_actions` (JSON): predefined quick-action button labels.
+
+Revision ID: f4a5b6c7d8e9
+Revises: e3f4a5b6c7d8
+Create Date: 2026-06-30 00:00:00.000000
+
+"""
+from typing import Sequence, Union
+
+import sqlalchemy as sa
+from alembic import op
+
+
+# revision identifiers, used by Alembic.
+revision: str = 'f4a5b6c7d8e9'
+down_revision: Union[str, None] = 'e3f4a5b6c7d8'
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    bind = op.get_bind()
+
+    # Add the new value to the native Postgres `chatstyle` enum. ALTER TYPE ...
+    # ADD VALUE cannot run inside a transaction block, so use an autocommit block.
+    if bind.dialect.name == "postgresql":
+        with op.get_context().autocommit_block():
+            op.execute("ALTER TYPE chatstyle ADD VALUE IF NOT EXISTS 'SUNRISE'")
+
+    op.add_column(
+        'agent_customizations',
+        sa.Column('welcome_message', sa.Text(), nullable=True)
+    )
+    op.add_column(
+        'agent_customizations',
+        sa.Column('quick_actions', sa.JSON(), nullable=True)
+    )
+
+
+def downgrade() -> None:
+    op.drop_column('agent_customizations', 'quick_actions')
+    op.drop_column('agent_customizations', 'welcome_message')
+    # Postgres cannot cleanly drop individual enum values; the added chatstyle
+    # value is intentionally left in place.

backend/alembic/versions/f7a1c2d3e4b5_add_faq_help_center.py

@@ -0,0 +1,182 @@
+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+"""add FAQ + public help center tables
+
+Revision ID: f7a1c2d3e4b5
+Revises: drop_slack_tables_001
+Create Date: 2026-07-12
+
+New feature: AI-generated FAQs reviewed/published by the org and served as a
+public help center on {slug}.help.replypier.site or a verified custom domain.
+
+Tables:
+- faq_generation_jobs: async generate/import jobs (worker + UI polling)
+- help_center_settings: per-org branding, slug, agent mapping, custom domain
+- faqs: the question/answer pairs (draft -> published workflow)
+- help_center_queries: public "Ask AI" log for metering/analytics
+
+Status/stage columns are plain strings (mirroring knowledge_queue) so new
+values never need an ALTER TYPE migration.
+
+Also extends the notificationtype enum with FAQ job outcomes. Labels are the
+uppercase member names, matching how the enum was created in
+b365b8447598_initial_version. ALTER TYPE ... ADD VALUE requires PostgreSQL 12+
+to run inside a transaction; added values cannot be removed on downgrade.
+"""
+from alembic import op
+import sqlalchemy as sa
+from sqlalchemy.dialects import postgresql
+
+# revision identifiers, used by Alembic.
+revision = 'f7a1c2d3e4b5'
+down_revision = 'drop_slack_tables_001'
+branch_labels = None
+depends_on = None
+
+
+def upgrade() -> None:
+    op.create_table(
+        'faq_generation_jobs',
+        sa.Column('id', sa.Integer(), nullable=False),
+        sa.Column('organization_id', postgresql.UUID(as_uuid=True), nullable=False),
+        sa.Column('user_id', postgresql.UUID(as_uuid=True), nullable=True),
+        sa.Column('job_type', sa.String(), nullable=False),
+        sa.Column('knowledge_id', sa.Integer(), nullable=True),
+        sa.Column('source_url', sa.String(), nullable=True),
+        sa.Column('status', sa.String(), nullable=False),
+        sa.Column('stage', sa.String(), nullable=False),
+        sa.Column('progress_percentage', sa.Float(), nullable=False),
+        sa.Column('faqs_created', sa.Integer(), nullable=False),
+        sa.Column('error', sa.String(), nullable=True),
+        sa.Column('created_at', sa.DateTime(timezone=True), server_default=sa.text('now()'), nullable=True),
+        sa.Column('updated_at', sa.DateTime(timezone=True), nullable=True),
+        sa.ForeignKeyConstraint(['organization_id'], ['organizations.id'], ondelete='CASCADE'),
+        sa.ForeignKeyConstraint(['user_id'], ['users.id'], ondelete='SET NULL'),
+        sa.ForeignKeyConstraint(['knowledge_id'], ['knowledge.id'], ondelete='SET NULL'),
+        sa.PrimaryKeyConstraint('id'),
+    )
+    op.create_index(op.f('ix_faq_generation_jobs_id'), 'faq_generation_jobs', ['id'])
+    op.create_index(op.f('ix_faq_generation_jobs_organization_id'), 'faq_generation_jobs', ['organization_id'])
+    op.create_index(op.f('ix_faq_generation_jobs_knowledge_id'), 'faq_generation_jobs', ['knowledge_id'])
+    # The worker polls for pending/processing rows forever; keep that lookup
+    # O(active) as terminal rows accumulate.
+    op.create_index(
+        'ix_faq_generation_jobs_active',
+        'faq_generation_jobs',
+        ['status'],
+        postgresql_where=sa.text("status IN ('pending', 'processing')"),
+    )
+    # DB-enforced one-active-job guard per (org, type, source): the API's
+    # check-then-insert would otherwise race on concurrent /generate calls.
+    # COALESCE keeps per-source auto jobs for different sources parallel.
+    op.create_index(
+        'uq_faq_generation_jobs_one_active',
+        'faq_generation_jobs',
+        ['organization_id', 'job_type', sa.text('COALESCE(knowledge_id, -1)')],
+        unique=True,
+        postgresql_where=sa.text("status IN ('pending', 'processing')"),
+    )
+
+    op.create_table(
+        'help_center_settings',
+        sa.Column('id', postgresql.UUID(as_uuid=True), nullable=False),
+        sa.Column('organization_id', postgresql.UUID(as_uuid=True), nullable=False),
+        sa.Column('enabled', sa.Boolean(), nullable=False),
+        sa.Column('slug', sa.String(length=63), nullable=True),
+        sa.Column('title', sa.String(length=120), nullable=True),
+        sa.Column('description', sa.String(length=300), nullable=True),
+        sa.Column('logo_url', sa.String(), nullable=True),
+        sa.Column('brand_color', sa.String(length=9), nullable=False),
+        sa.Column('header_links', sa.JSON(), nullable=False),
+        sa.Column('cta_text', sa.String(length=40), nullable=True),
+        sa.Column('cta_url', sa.String(), nullable=True),
+        sa.Column('auto_generate', sa.Boolean(), nullable=False),
+        sa.Column('agent_id', postgresql.UUID(as_uuid=True), nullable=True),
+        sa.Column('ai_search_enabled', sa.Boolean(), nullable=False),
+        sa.Column('custom_domain', sa.String(length=255), nullable=True),
+        sa.Column('domain_verification_token', sa.String(length=64), nullable=True),
+        sa.Column('txt_record_verified', sa.Boolean(), nullable=False),
+        sa.Column('cname_record_verified', sa.Boolean(), nullable=False),
+        sa.Column('ssl_status', sa.String(), nullable=False),
+        sa.Column('domain_verified_at', sa.DateTime(timezone=True), nullable=True),
+        sa.Column('created_at', sa.DateTime(timezone=True), server_default=sa.text('now()'), nullable=True),
+        sa.Column('updated_at', sa.DateTime(timezone=True), nullable=True),
+        sa.ForeignKeyConstraint(['organization_id'], ['organizations.id'], ondelete='CASCADE'),
+        sa.ForeignKeyConstraint(['agent_id'], ['agents.id'], ondelete='SET NULL'),
+        sa.PrimaryKeyConstraint('id'),
+        sa.UniqueConstraint('organization_id'),
+        sa.UniqueConstraint('slug'),
+        sa.UniqueConstraint('custom_domain'),
+        sa.CheckConstraint('slug = lower(slug)', name='ck_help_center_slug_lowercase'),
+    )
+    op.create_index(op.f('ix_help_center_settings_slug'), 'help_center_settings', ['slug'])
+    op.create_index(op.f('ix_help_center_settings_custom_domain'), 'help_center_settings', ['custom_domain'])
+
+    op.create_table(
+        'faqs',
+        sa.Column('id', postgresql.UUID(as_uuid=True), nullable=False),
+        sa.Column('organization_id', postgresql.UUID(as_uuid=True), nullable=False),
+        sa.Column('question', sa.Text(), nullable=False),
+        sa.Column('answer', sa.Text(), nullable=False),
+        sa.Column('category', sa.String(length=100), nullable=False),
+        sa.Column('status', sa.String(), nullable=False),
+        sa.Column('knowledge_id', sa.Integer(), nullable=True),
+        sa.Column('source_label', sa.String(length=255), nullable=True),
+        sa.Column('generation_job_id', sa.Integer(), nullable=True),
+        sa.Column('created_by', postgresql.UUID(as_uuid=True), nullable=True),
+        sa.Column('sort_order', sa.Integer(), nullable=False),
+        sa.Column('created_at', sa.DateTime(timezone=True), server_default=sa.text('now()'), nullable=True),
+        sa.Column('updated_at', sa.DateTime(timezone=True), nullable=True),
+        sa.ForeignKeyConstraint(['organization_id'], ['organizations.id'], ondelete='CASCADE'),
+        sa.ForeignKeyConstraint(['knowledge_id'], ['knowledge.id'], ondelete='SET NULL'),
+        sa.ForeignKeyConstraint(['generation_job_id'], ['faq_generation_jobs.id'], ondelete='SET NULL'),
+        sa.ForeignKeyConstraint(['created_by'], ['users.id'], ondelete='SET NULL'),
+        sa.PrimaryKeyConstraint('id'),
+    )
+    # Composite indexes lead with organization_id, so no single-column org index.
+    op.create_index('ix_faqs_org_status', 'faqs', ['organization_id', 'status'])
+    op.create_index('ix_faqs_org_category', 'faqs', ['organization_id', 'category'])
+    # FK indexes so knowledge/job deletions don't scan faqs to enforce SET NULL.
+    op.create_index(op.f('ix_faqs_knowledge_id'), 'faqs', ['knowledge_id'])
+    op.create_index(op.f('ix_faqs_generation_job_id'), 'faqs', ['generation_job_id'])
+
+    op.create_table(
+        'help_center_queries',
+        sa.Column('id', postgresql.UUID(as_uuid=True), nullable=False),
+        sa.Column('organization_id', postgresql.UUID(as_uuid=True), nullable=False),
+        sa.Column('query', sa.Text(), nullable=False),
+        sa.Column('answered', sa.Boolean(), nullable=False),
+        sa.Column('created_at', sa.DateTime(timezone=True), server_default=sa.text('now()'), nullable=True),
+        sa.ForeignKeyConstraint(['organization_id'], ['organizations.id'], ondelete='CASCADE'),
+        sa.PrimaryKeyConstraint('id'),
+    )
+    op.create_index(op.f('ix_help_center_queries_organization_id'), 'help_center_queries', ['organization_id'])
+    op.create_index(op.f('ix_help_center_queries_created_at'), 'help_center_queries', ['created_at'])
+
+    op.execute("ALTER TYPE notificationtype ADD VALUE IF NOT EXISTS 'FAQ_GENERATED'")
+    op.execute("ALTER TYPE notificationtype ADD VALUE IF NOT EXISTS 'FAQ_GENERATION_FAILED'")
+
+
+def downgrade() -> None:
+    # The enum values added in upgrade() cannot be removed; delete the rows
+    # that reference them so the reverted application enum can still load
+    # every remaining notification.
+    op.execute("DELETE FROM notifications WHERE type IN ('FAQ_GENERATED', 'FAQ_GENERATION_FAILED')")
+    op.drop_table('help_center_queries')
+    op.drop_table('faqs')
+    op.drop_table('help_center_settings')
+    op.drop_table('faq_generation_jobs')

backend/alembic/versions/fa04f644fc0c_added_user_id_in_rating_table.py

@@ -0,0 +1,50 @@
+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+"""added user id in rating table
+
+Revision ID: fa04f644fc0c
+Revises: 186c65ae9406
+Create Date: 2025-03-05 15:38:12.395283
+
+"""
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+
+
+# revision identifiers, used by Alembic.
+revision: str = 'fa04f644fc0c'
+down_revision: Union[str, None] = '186c65ae9406'
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    # ### commands auto generated by Alembic - please adjust! ###
+    
+    op.add_column('ratings', sa.Column('user_id', sa.UUID(), nullable=True))
+    op.create_foreign_key(None, 'ratings', 'users', ['user_id'], ['id'], ondelete='SET NULL')
+    # ### end Alembic commands ###
+
+
+def downgrade() -> None:
+    # ### commands auto generated by Alembic - please adjust! ###
+    op.drop_constraint(None, 'ratings', type_='foreignkey')
+    op.drop_column('ratings', 'user_id')
+
+    # ### end Alembic commands ###

backend/alembic/versions/fcm_tokens_per_device_001.py

@@ -0,0 +1,88 @@
+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+"""per-device fcm_tokens table, replacing users.fcm_token_web
+
+Revision ID: fcm_tokens_per_device_001
+Revises: add_agent_ai_replies_001
+Create Date: 2026-08-20
+
+The old single column held one push token for the whole account, so signing in
+on a second device overwrote the first one's token and signing out anywhere
+cleared it for every device. Existing tokens are carried over, one row each, so
+already-registered browsers keep receiving pushes across the deploy.
+"""
+from alembic import op
+import sqlalchemy as sa
+from sqlalchemy.dialects import postgresql
+
+# revision identifiers, used by Alembic.
+revision = 'fcm_tokens_per_device_001'
+down_revision = 'add_agent_ai_replies_001'
+branch_labels = None
+depends_on = None
+
+
+def upgrade() -> None:
+    op.create_table(
+        'fcm_tokens',
+        sa.Column('id', postgresql.UUID(as_uuid=True), nullable=False),
+        sa.Column('user_id', postgresql.UUID(as_uuid=True), nullable=False),
+        sa.Column('token', sa.String(), nullable=False),
+        sa.Column('created_at', sa.DateTime(timezone=True),
+                  server_default=sa.text('now()'), nullable=True),
+        sa.Column('updated_at', sa.DateTime(timezone=True),
+                  server_default=sa.text('now()'), nullable=True),
+        sa.ForeignKeyConstraint(['user_id'], ['users.id'], ondelete='CASCADE'),
+        sa.PrimaryKeyConstraint('id'),
+        sa.UniqueConstraint('token', name='uq_fcm_tokens_token'),
+    )
+    op.create_index('ix_fcm_tokens_user_id', 'fcm_tokens', ['user_id'])
+
+    # Carry over the tokens already registered. DISTINCT ON keeps the unique
+    # constraint safe in the unlikely case two accounts share a token — the
+    # most recently updated row wins, which is the one FCM would deliver to.
+    op.execute(
+        """
+        INSERT INTO fcm_tokens (id, user_id, token)
+        SELECT DISTINCT ON (fcm_token_web) gen_random_uuid(), id, fcm_token_web
+        FROM users
+        WHERE fcm_token_web IS NOT NULL AND fcm_token_web <> ''
+        ORDER BY fcm_token_web, updated_at DESC NULLS LAST
+        """
+    )
+
+    op.drop_column('users', 'fcm_token_web')
+
+
+def downgrade() -> None:
+    op.add_column('users', sa.Column(
+        'fcm_token_web', sa.String(), nullable=True))
+    # Only one token per user fits in the old column; keep the newest.
+    op.execute(
+        """
+        UPDATE users u
+        SET fcm_token_web = t.token
+        FROM (
+            SELECT DISTINCT ON (user_id) user_id, token
+            FROM fcm_tokens
+            ORDER BY user_id, created_at DESC
+        ) t
+        WHERE t.user_id = u.id
+        """
+    )
+    op.drop_index('ix_fcm_tokens_user_id', table_name='fcm_tokens')
+    op.drop_table('fcm_tokens')

backend/alembic/versions/ff48f854bcbf_add_ticket_fields_to_session.py

@@ -0,0 +1,58 @@
+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+"""add_ticket_fields_to_session
+
+Revision ID: ff48f854bcbf
+Revises: e65e1b8e7e3c
+Create Date: 2025-03-07 11:09:21.933786
+
+"""
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+
+
+# revision identifiers, used by Alembic.
+revision: str = 'ff48f854bcbf'
+down_revision: Union[str, None] = 'e65e1b8e7e3c'
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    # ### commands auto generated by Alembic - please adjust! ###
+
+    op.add_column('session_to_agents', sa.Column('ticket_id', sa.String(), nullable=True))
+    op.add_column('session_to_agents', sa.Column('ticket_status', sa.String(), nullable=True))
+    op.add_column('session_to_agents', sa.Column('ticket_summary', sa.String(), nullable=True))
+    op.add_column('session_to_agents', sa.Column('ticket_description', sa.String(), nullable=True))
+    op.add_column('session_to_agents', sa.Column('integration_type', sa.String(), nullable=True))
+    op.add_column('session_to_agents', sa.Column('ticket_priority', sa.String(), nullable=True))
+    # ### end Alembic commands ###
+
+
+def downgrade() -> None:
+    # ### commands auto generated by Alembic - please adjust! ###
+    op.drop_column('session_to_agents', 'ticket_priority')
+    op.drop_column('session_to_agents', 'integration_type')
+    op.drop_column('session_to_agents', 'ticket_description')
+    op.drop_column('session_to_agents', 'ticket_summary')
+    op.drop_column('session_to_agents', 'ticket_status')
+    op.drop_column('session_to_agents', 'ticket_id')
+
+    # ### end Alembic commands ###

backend/alembic/versions/hc_article_image_paths.py

@@ -0,0 +1,44 @@
+"""Repoint baked absolute S3 article-image URLs at the delivery route
+
+Revision ID: hc_img_paths_001
+Revises: add_notif_prefs_001
+Create Date: 2026-07-28
+
+Article images used to be baked into faqs.answer as absolute S3 URLs. Those
+only ever worked while the bucket was publicly readable; on a correctly private
+bucket they 403. Article Markdown cannot hold a signed URL either, since it is
+stored permanently and signatures expire. Rewrite them to the stable
+/api/v1/help-center/images/<name> path, which is resolved per request against
+whichever storage backend is configured. Local /api/v1/uploads/ paths and
+non-S3 URLs are left untouched.
+Irreversible best-effort — downgrade is a no-op.
+"""
+from alembic import op
+import sqlalchemy as sa
+
+from app.services.help_center_images import rewrite_baked_s3_image_urls
+
+revision = "hc_img_paths_001"
+down_revision = "add_notif_prefs_001"
+branch_labels = None
+depends_on = None
+
+
+def upgrade() -> None:
+    bind = op.get_bind()
+    rows = bind.execute(
+        sa.text("SELECT id, answer FROM faqs WHERE answer LIKE '%amazonaws.com%'")
+    ).fetchall()
+    for row in rows:
+        new_answer = rewrite_baked_s3_image_urls(row.answer)
+        if new_answer != row.answer:
+            bind.execute(
+                sa.text("UPDATE faqs SET answer = :val WHERE id = :id"),
+                {"val": new_answer, "id": row.id},
+            )
+
+
+def downgrade() -> None:
+    # The original bucket/region are not recoverable from the rewritten path,
+    # and the new path works on every backend anyway.
+    pass

backend/alembic/versions/idx_kq_org_status_001.py

@@ -0,0 +1,35 @@
+"""Index knowledge_queue by organization and status
+
+The plan's source limit now counts the crawls still queued or running, so
+every file upload and URL add reads this table. It had no index beyond the
+primary key and priority, and nothing purges completed rows, so that read
+was a sequential scan of every tenant's history.
+
+Revision ID: idx_kq_org_status_001
+Revises: add_mcp_usage_guidance_001
+Create Date: 2026-09-18
+"""
+from typing import Sequence, Union
+
+from alembic import op
+
+# revision identifiers, used by Alembic.
+# Keep revision ids under 32 characters: alembic_version.version_num is
+# varchar(32), and a longer id upgrades the schema then fails to record
+# itself, so every later start retries and crashes.
+revision: str = 'idx_kq_org_status_001'
+down_revision: Union[str, None] = 'add_mcp_usage_guidance_001'
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+INDEX_NAME = 'ix_knowledge_queue_org_status'
+
+
+def upgrade() -> None:
+    op.create_index(
+        INDEX_NAME, 'knowledge_queue', ['organization_id', 'status'], unique=False
+    )
+
+
+def downgrade() -> None:
+    op.drop_index(INDEX_NAME, table_name='knowledge_queue')

backend/alembic/versions/merge_hc_url_path_001.py

@@ -0,0 +1,50 @@
+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+"""merge the preserved-URL, allow-new-chat and upload-prefix heads
+
+Revision ID: merge_hc_url_path_001
+Revises: add_hc_faq_url_path_001, add_allow_new_chat_001, normalise_upload_prefix_001
+Create Date: 2026-08-10
+
+Three revisions branched off repair_agent_role_seed_001 independently: the
+preserved help-center URLs on this branch, plus allow-new-chat and the upload
+prefix normalisation, which had ALREADY left main with two heads before this
+branch existed. `alembic upgrade head` in scripts/start.sh refuses to pick
+between heads and fails, so the backend crash-loops on start until they are
+rejoined. This no-op merge does that. The revision id is kept short —
+alembic_version.version_num is varchar(32).
+"""
+from alembic import op  # noqa: F401
+import sqlalchemy as sa  # noqa: F401
+
+# revision identifiers, used by Alembic.
+revision = 'merge_hc_url_path_001'
+down_revision = (
+    'add_hc_faq_url_path_001',
+    'add_allow_new_chat_001',
+    'normalise_upload_prefix_001',
+)
+branch_labels = None
+depends_on = None
+
+
+def upgrade() -> None:
+    pass
+
+
+def downgrade() -> None:
+    pass

backend/alembic/versions/merge_tkt_csat_001.py

@@ -0,0 +1,44 @@
+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+"""merge ticket CSAT and investigation-metering migration heads
+
+Revision ID: merge_tkt_csat_001
+Revises: add_tkt_csat_001, add_tkt_metered_001
+Create Date: 2026-07-22
+
+The CSAT work branched from add_tkt_row_scope_001 while investigation metering
+branched from the same revision, leaving two alembic heads. Deploy runs
+`alembic upgrade head`, which refuses to pick between them and fails the
+container start, so this no-op merge rejoins them. The revision id is kept
+short — alembic_version.version_num is varchar(32).
+"""
+from alembic import op  # noqa: F401
+import sqlalchemy as sa  # noqa: F401
+
+# revision identifiers, used by Alembic.
+revision = 'merge_tkt_csat_001'
+down_revision = ('add_tkt_csat_001', 'add_tkt_metered_001')
+branch_labels = None
+depends_on = None
+
+
+def upgrade() -> None:
+    pass
+
+
+def downgrade() -> None:
+    pass

backend/alembic/versions/merge_tkt_phone_001.py

@@ -0,0 +1,44 @@
+"""
+Copyright 2024-2026 ReplyPier
+
+Licensed under the Apache License, Version 2.0 (the "License");
+you may not use this file except in compliance with the License.
+You may obtain a copy of the License at
+
+    http://www.apache.org/licenses/LICENSE-2.0
+
+Unless required by applicable law or agreed to in writing, software
+distributed under the License is distributed on an "AS IS" BASIS,
+WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+See the License for the specific language governing permissions and
+limitations under the License.
+"""
+
+"""merge native-ticketing and customer-phone migration heads
+
+Revision ID: merge_tkt_phone_001
+Revises: add_investigation_runs_001, add_customer_phone_001
+Create Date: 2026-07-17
+
+The ticketing feature branched from add_hc_faq_feedback_001 at the same time
+main's WhatsApp phone-identity work did, leaving two alembic heads. This
+no-op merge rejoins them so `alembic upgrade head` (used by the deploy) has a
+single target. The revision id is kept short — alembic_version.version_num is
+varchar(32).
+"""
+from alembic import op  # noqa: F401
+import sqlalchemy as sa  # noqa: F401
+
+# revision identifiers, used by Alembic.
+revision = 'merge_tkt_phone_001'
+down_revision = ('add_investigation_runs_001', 'add_customer_phone_001')
+branch_labels = None
+depends_on = None
+
+
+def upgrade() -> None:
+    pass
+
+
+def downgrade() -> None:
+    pass