feat: Standardize rich editor across all channels (#12600)

# Pull Request Template

## Description

This PR includes,

1. **Channel-specific formatting and menu options** for the rich reply
editor.
2. **Removal of the plain reply editor** and full **standardization** on
the rich reply editor across all channels.
3. **Fix for multiple canned responses insertion:**
* **Before:** The plain editor only allowed inserting canned responses
at the beginning of a message, making it impossible to combine multiple
canned responses in a single reply. This caused inconsistent behavior
across the app.
* **Solution:** Replaced the plain reply editor with the rich
(ProseMirror) editor to ensure a unified experience. Agents can now
insert multiple canned responses at any cursor position.
4. **Floating editor menu** for the reply box to improve accessibility
and overall user experience.
5. **New Strikethrough formatting option** added to the editor menu.

---

**Editor repo PR**:
https://github.com/chatwoot/prosemirror-schema/pull/36

Fixes https://github.com/chatwoot/chatwoot/issues/12517,
[CW-5924](https://linear.app/chatwoot/issue/CW-5924/standardize-the-editor),
[CW-5679](https://linear.app/chatwoot/issue/CW-5679/allow-inserting-multiple-canned-responses-in-a-single-message)

## Type of change

- [x] Bug fix (non-breaking change which fixes an issue)

## How Has This Been Tested?

### Screenshot
**Dark**
<img width="850" height="345" alt="image"
src="https://github.com/user-attachments/assets/47748e6c-380f-44a3-9e3b-c27e0c830bd0"
/>

**Light**
<img width="850" height="345" alt="image"
src="https://github.com/user-attachments/assets/6746cf32-bf63-4280-a5bd-bbd42c3cbe84"
/>


## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Vinay Keerthi <11478411+stonecharioteer@users.noreply.github.com>

app/javascript/dashboard/helper/editorHelper.js

@@ -5,6 +5,7 @@ import {
 } from '@chatwoot/prosemirror-schema';
 import { replaceVariablesInMessage } from '@chatwoot/utils';
 import * as Sentry from '@sentry/vue';
+import { FORMATTING } from 'dashboard/constants/editor';
 
 /**
  * The delimiter used to separate the signature from the rest of the body.
@@ -314,7 +315,7 @@ const createNode = (editorView, nodeType, content) => {
       return mentionNode;
     }
     case 'cannedResponse':
-      return new MessageMarkdownTransformer(messageSchema).parse(content);
+      return new MessageMarkdownTransformer(state.schema).parse(content);
     case 'variable':
       return state.schema.text(`{{${content}}}`);
     case 'emoji':
@@ -389,3 +390,85 @@ export const getContentNode = (
     ? creator(editorView, content, from, to, variables)
     : { node: null, from, to };
 };
+
+/**
+ * Get the formatting configuration for a specific channel type.
+ * Returns the appropriate marks, nodes, and menu items for the editor.
+ *
+ * @param {string} channelType - The channel type (e.g., 'Channel::FacebookPage', 'Channel::WebWidget')
+ * @returns {Object} The formatting configuration with marks, nodes, and menu properties
+ */
+export function getFormattingForEditor(channelType) {
+  return FORMATTING[channelType] || FORMATTING['Context::Default'];
+}
+
+/**
+ * Menu Positioning Helpers
+ * Handles floating menu bar positioning for text selection in the editor.
+ */
+
+const MENU_CONFIG = { H: 46, W: 300, GAP: 10 };
+
+/**
+ * Calculate selection coordinates with bias to handle line-wraps correctly.
+ * @param {EditorView} editorView - ProseMirror editor view
+ * @param {Selection} selection - Current text selection
+ * @param {DOMRect} rect - Container bounding rect
+ * @returns {{start: Object, end: Object, selTop: number, onTop: boolean}}
+ */
+export function getSelectionCoords(editorView, selection, rect) {
+  const start = editorView.coordsAtPos(selection.from, 1);
+  const end = editorView.coordsAtPos(selection.to, -1);
+
+  const selTop = Math.min(start.top, end.top);
+  const spaceAbove = selTop - rect.top;
+  const onTop =
+    spaceAbove > MENU_CONFIG.H + MENU_CONFIG.GAP || end.bottom > rect.bottom;
+
+  return { start, end, selTop, onTop };
+}
+
+/**
+ * Calculate anchor position based on selection visibility and RTL direction.
+ * @param {Object} coords - Selection coordinates from getSelectionCoords
+ * @param {DOMRect} rect - Container bounding rect
+ * @param {boolean} isRtl - Whether text direction is RTL
+ * @returns {number} Anchor x-position for menu
+ */
+export function getMenuAnchor(coords, rect, isRtl) {
+  const { start, end, onTop } = coords;
+
+  if (!onTop) return end.left;
+
+  // If start of selection is visible, align to text. Else stick to container edge.
+  if (start.top >= rect.top) return isRtl ? start.right : start.left;
+
+  return isRtl ? rect.right - MENU_CONFIG.GAP : rect.left + MENU_CONFIG.GAP;
+}
+
+/**
+ * Calculate final menu position (left, top) within container bounds.
+ * @param {Object} coords - Selection coordinates from getSelectionCoords
+ * @param {DOMRect} rect - Container bounding rect
+ * @param {boolean} isRtl - Whether text direction is RTL
+ * @returns {{left: number, top: number, width: number}}
+ */
+export function calculateMenuPosition(coords, rect, isRtl) {
+  const { start, end, selTop, onTop } = coords;
+
+  const anchor = getMenuAnchor(coords, rect, isRtl);
+
+  // Calculate Left: shift by width if RTL, then make relative to container
+  const rawLeft = (isRtl ? anchor - MENU_CONFIG.W : anchor) - rect.left;
+
+  // Ensure menu stays within container bounds
+  const left = Math.min(Math.max(0, rawLeft), rect.width - MENU_CONFIG.W);
+
+  // Calculate Top: align to selection or bottom of selection
+  const top = onTop
+    ? Math.max(-26, selTop - rect.top - MENU_CONFIG.H - MENU_CONFIG.GAP)
+    : Math.max(start.bottom, end.bottom) - rect.top + MENU_CONFIG.GAP;
+  return { left, top, width: MENU_CONFIG.W };
+}
+
+/* End Menu Positioning Helpers */

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

@@ -1,15 +1,11 @@
 // Moved from editorHelper.spec.js to editorContentHelper.spec.js
 // the mock of chatwoot/prosemirror-schema is getting conflicted with other specs
 import { getContentNode } from '../editorHelper';
-import {
-  MessageMarkdownTransformer,
-  messageSchema,
-} from '@chatwoot/prosemirror-schema';
+import { MessageMarkdownTransformer } from '@chatwoot/prosemirror-schema';
 import { replaceVariablesInMessage } from '@chatwoot/utils';
 
 vi.mock('@chatwoot/prosemirror-schema', () => ({
   MessageMarkdownTransformer: vi.fn(),
-  messageSchema: {},
 }));
 
 vi.mock('@chatwoot/utils', () => ({
@@ -62,12 +58,18 @@ describe('getContentNode', () => {
       const to = 10;
       const updatedMessage = 'Hello John';
 
-      replaceVariablesInMessage.mockReturnValue(updatedMessage);
-      MessageMarkdownTransformer.mockImplementation(() => ({
-        parse: vi.fn().mockReturnValue({ textContent: updatedMessage }),
-      }));
+      // Mock the node that will be returned by parse
+      const mockNode = { textContent: updatedMessage };
 
-      const { node } = getContentNode(
+      replaceVariablesInMessage.mockReturnValue(updatedMessage);
+
+      // Mock MessageMarkdownTransformer instance with parse method
+      const mockTransformer = {
+        parse: vi.fn().mockReturnValue(mockNode),
+      };
+      MessageMarkdownTransformer.mockImplementation(() => mockTransformer);
+
+      const result = getContentNode(
         editorView,
         'cannedResponse',
         content,
@@ -79,8 +81,15 @@ describe('getContentNode', () => {
         message: content,
         variables,
       });
-      expect(MessageMarkdownTransformer).toHaveBeenCalledWith(messageSchema);
-      expect(node.textContent).toBe(updatedMessage);
+      expect(MessageMarkdownTransformer).toHaveBeenCalledWith(
+        editorView.state.schema
+      );
+      expect(mockTransformer.parse).toHaveBeenCalledWith(updatedMessage);
+      expect(result.node).toBe(mockNode);
+      expect(result.node.textContent).toBe(updatedMessage);
+      // When textContent matches updatedMessage, from should remain unchanged
+      expect(result.from).toBe(from);
+      expect(result.to).toBe(to);
     });
   });
 

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

@@ -9,7 +9,12 @@ import {
   findNodeToInsertImage,
   setURLWithQueryAndSize,
   getContentNode,
+  getFormattingForEditor,
+  getSelectionCoords,
+  getMenuAnchor,
+  calculateMenuPosition,
 } from '../editorHelper';
+import { FORMATTING } from 'dashboard/constants/editor';
 import { EditorState } from '@chatwoot/prosemirror-schema';
 import { EditorView } from '@chatwoot/prosemirror-schema';
 import { Schema } from 'prosemirror-model';
@@ -258,15 +263,11 @@ describe('insertAtCursor', () => {
     expect(result).toBeUndefined();
   });
 
-  it('should unwrap doc nodes that are wrapped in a paragraph', () => {
-    const docNode = schema.node('doc', null, [
-      schema.node('paragraph', null, [schema.text('Hello')]),
-    ]);
-
+  it('should insert text node at cursor position', () => {
     const editorState = createEditorState();
     const editorView = new EditorView(document.body, { state: editorState });
 
-    insertAtCursor(editorView, docNode, 0);
+    insertAtCursor(editorView, schema.text('Hello'), 0);
 
     // Check if node was unwrapped and inserted correctly
     expect(editorView.state.doc.firstChild.firstChild.text).toBe('Hello');
@@ -626,3 +627,178 @@ describe('getContentNode', () => {
     });
   });
 });
+
+describe('getFormattingForEditor', () => {
+  describe('channel-specific formatting', () => {
+    it('returns full formatting for Email channel', () => {
+      const result = getFormattingForEditor('Channel::Email');
+
+      expect(result).toEqual(FORMATTING['Channel::Email']);
+    });
+
+    it('returns full formatting for WebWidget channel', () => {
+      const result = getFormattingForEditor('Channel::WebWidget');
+
+      expect(result).toEqual(FORMATTING['Channel::WebWidget']);
+    });
+
+    it('returns limited formatting for WhatsApp channel', () => {
+      const result = getFormattingForEditor('Channel::Whatsapp');
+
+      expect(result).toEqual(FORMATTING['Channel::Whatsapp']);
+    });
+
+    it('returns no formatting for API channel', () => {
+      const result = getFormattingForEditor('Channel::Api');
+
+      expect(result).toEqual(FORMATTING['Channel::Api']);
+    });
+
+    it('returns limited formatting for FacebookPage channel', () => {
+      const result = getFormattingForEditor('Channel::FacebookPage');
+
+      expect(result).toEqual(FORMATTING['Channel::FacebookPage']);
+    });
+
+    it('returns no formatting for TwitterProfile channel', () => {
+      const result = getFormattingForEditor('Channel::TwitterProfile');
+
+      expect(result).toEqual(FORMATTING['Channel::TwitterProfile']);
+    });
+
+    it('returns no formatting for SMS channel', () => {
+      const result = getFormattingForEditor('Channel::Sms');
+
+      expect(result).toEqual(FORMATTING['Channel::Sms']);
+    });
+
+    it('returns limited formatting for Telegram channel', () => {
+      const result = getFormattingForEditor('Channel::Telegram');
+
+      expect(result).toEqual(FORMATTING['Channel::Telegram']);
+    });
+
+    it('returns formatting for Instagram channel', () => {
+      const result = getFormattingForEditor('Channel::Instagram');
+
+      expect(result).toEqual(FORMATTING['Channel::Instagram']);
+    });
+  });
+
+  describe('context-specific formatting', () => {
+    it('returns default formatting for Context::Default', () => {
+      const result = getFormattingForEditor('Context::Default');
+
+      expect(result).toEqual(FORMATTING['Context::Default']);
+    });
+
+    it('returns signature formatting for Context::MessageSignature', () => {
+      const result = getFormattingForEditor('Context::MessageSignature');
+
+      expect(result).toEqual(FORMATTING['Context::MessageSignature']);
+    });
+
+    it('returns widget builder formatting for Context::InboxSettings', () => {
+      const result = getFormattingForEditor('Context::InboxSettings');
+
+      expect(result).toEqual(FORMATTING['Context::InboxSettings']);
+    });
+  });
+
+  describe('fallback behavior', () => {
+    it('returns default formatting for unknown channel type', () => {
+      const result = getFormattingForEditor('Channel::Unknown');
+
+      expect(result).toEqual(FORMATTING['Context::Default']);
+    });
+
+    it('returns default formatting for null channel type', () => {
+      const result = getFormattingForEditor(null);
+
+      expect(result).toEqual(FORMATTING['Context::Default']);
+    });
+
+    it('returns default formatting for undefined channel type', () => {
+      const result = getFormattingForEditor(undefined);
+
+      expect(result).toEqual(FORMATTING['Context::Default']);
+    });
+
+    it('returns default formatting for empty string', () => {
+      const result = getFormattingForEditor('');
+
+      expect(result).toEqual(FORMATTING['Context::Default']);
+    });
+  });
+
+  describe('return value structure', () => {
+    it('always returns an object with marks, nodes, and menu properties', () => {
+      const result = getFormattingForEditor('Channel::Email');
+
+      expect(result).toHaveProperty('marks');
+      expect(result).toHaveProperty('nodes');
+      expect(result).toHaveProperty('menu');
+      expect(Array.isArray(result.marks)).toBe(true);
+      expect(Array.isArray(result.nodes)).toBe(true);
+      expect(Array.isArray(result.menu)).toBe(true);
+    });
+  });
+});
+
+describe('Menu positioning helpers', () => {
+  const mockEditorView = {
+    coordsAtPos: vi.fn((pos, bias) => {
+      // Return different coords based on position
+      if (bias === 1) return { top: 100, bottom: 120, left: 50, right: 100 };
+      return { top: 100, bottom: 120, left: 150, right: 200 };
+    }),
+  };
+
+  const wrapperRect = { top: 50, bottom: 300, left: 0, right: 400, width: 400 };
+
+  describe('getSelectionCoords', () => {
+    it('returns selection coordinates with onTop flag', () => {
+      const selection = { from: 0, to: 10 };
+      const result = getSelectionCoords(mockEditorView, selection, wrapperRect);
+
+      expect(result).toHaveProperty('start');
+      expect(result).toHaveProperty('end');
+      expect(result).toHaveProperty('selTop');
+      expect(result).toHaveProperty('onTop');
+    });
+  });
+
+  describe('getMenuAnchor', () => {
+    it('returns end.left when menu is below selection', () => {
+      const coords = { start: { left: 50 }, end: { left: 150 }, onTop: false };
+      expect(getMenuAnchor(coords, wrapperRect, false)).toBe(150);
+    });
+
+    it('returns start.left for LTR when menu is above and visible', () => {
+      const coords = { start: { top: 100, left: 50 }, end: {}, onTop: true };
+      expect(getMenuAnchor(coords, wrapperRect, false)).toBe(50);
+    });
+
+    it('returns start.right for RTL when menu is above and visible', () => {
+      const coords = { start: { top: 100, right: 100 }, end: {}, onTop: true };
+      expect(getMenuAnchor(coords, wrapperRect, true)).toBe(100);
+    });
+  });
+
+  describe('calculateMenuPosition', () => {
+    it('returns bounded left and top positions', () => {
+      const coords = {
+        start: { top: 100, bottom: 120, left: 50 },
+        end: { top: 100, bottom: 120, left: 150 },
+        selTop: 100,
+        onTop: false,
+      };
+      const result = calculateMenuPosition(coords, wrapperRect, false);
+
+      expect(result).toHaveProperty('left');
+      expect(result).toHaveProperty('top');
+      expect(result).toHaveProperty('width', 300);
+      expect(result.left).toBeGreaterThanOrEqual(0);
+    });
+  });
+});