Commit Graph

469 Commits

Author SHA1 Message Date
Rodribm10
f8709ab7a5
fix(captain): evita callback de embedding ao excluir FAQ (#13)
Co-authored-by: Kilo-Oracle <kilo-oracle@kilo-stack.local>
2026-04-30 13:14:48 -03:00
Kilo-Oracle
60079a1b9e fix(captain): evita erro ao adicionar FAQ com pergunta longa
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2026-04-27 15:12:09 +00:00
Rodribm10
21f5fcce6a fix(retention): cohort endpoint 500 — Pundit policy + SQL binding
Dois bugs que faziam o cohort retornar 500 e a página de Retenção mostrar
"Falha ao carregar cohort":

1. `Captain::AssistantPolicy` não tinha `cohort?` → Pundit batia em
   NoMethodError no `check_authorization`. Adicionado como leitura pública
   da assistente, igual `show?`/`playground?`.

2. `RetentionCohortService#cohort_activity` chamava `exec_query(sql, name, [@account.id])`
   passando array de valores onde a API espera bind objects. A SQL ainda
   interpolava `account_id = $1` direto na string (sem placeholder ligado).
   Migrado pra `ActiveRecord::Base.sanitize_sql_array` com `?`, igual ao
   resto da base. Mantém parametrização e remove acoplamento com posicional.

Validado em prod via hot-patch (USR2): GET retention/cohort agora 200 com
3 cohorts.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-26 12:46:20 -03:00
Rodribm10
34d42dfbbd feat: remove Notificações Automáticas + ajusta assinatura WhatsApp
1. Captain — remove feature Notificações Automáticas (captain_notification_templates)
   Feature órfã: 0 registros em prod, substituída pela Jornada do Cliente
   (Lifecycle). Sem dependências fora dela própria. Removido:
   - Vue: routes/settings/captain/notifications/ + entry no captain.routes.js
   - Sidebar: item "Notifications" do Captain menu
   - Store: modules captainNotificationTemplates + import no store/index
   - API: api/captain/notificationTemplates.js
   - Controller: api/v1/accounts/captain/notification_templates_controller
   - Model: Captain::NotificationTemplate
   - Job: enterprise/app/jobs/captain/notifications/
   - Routes: resources :notification_templates no config/routes.rb
   - i18n: chaves CAPTAIN_SETTINGS.NOTIFICATIONS + SIDEBAR.CAPTAIN_NOTIFICATIONS
     em pt_BR e en (captain.json + settings.json)

   Tabela captain_notification_templates mantida (0 rows, sem consumidores).
   Se quiser drop, criar migration separada depois.

2. WhatsApp — tira colchetes do prefixo de assinatura
   Era: *[ Jasmine(PrimeAL) ]*\ncontent
   Agora: *Jasmine(PrimeAL)*\ncontent
   Afeta wuzapi_service (outgoing) + incoming_message_wuzapi_service (echo)

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-23 15:34:45 -03:00
Rodribm10
0ecfce5c27 fix(captain): translate response_format to text.format on Codex proxy
Sem isso o Codex devolvia texto puro e o reaction_emoji do JSON
estruturado nunca chegava ao ResponseBuilderJob — quebrava a
ferramenta de reagir mensagens com emoji.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-22 22:47:09 -03:00
Rodribm10
9e8550dd45 feat(captain): CAPTAIN_CODEX_MODEL_OVERRIDE pra usar modelos fora do catalog do RubyLLM
Adiciona sobrescrita de modelo no proxy. Motivação: o RubyLLM valida o modelo
contra um catalog interno antes de enviar a call. Modelos novos (gpt-5.4,
gpt-5.3-codex) ainda não estão nesse catalog e geram RubyLLM::ModelNotFoundError.

Com CAPTAIN_CODEX_MODEL_OVERRIDE definida, o Translator substitui o modelo do
body antes de enviar ao Codex. Captain continua passando um modelo reconhecido
(gpt-5.2), mas o Codex recebe o modelo real (gpt-5.4).

Exemplo:
  InstallationConfig.find_or_initialize_by(name: "CAPTAIN_CODEX_MODEL_OVERRIDE")
    .update!(value: "gpt-5.4", locked: false)

Validado: curl → proxy → Codex retorna "model":"gpt-5.4" no response.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-22 17:55:22 -03:00
Rodribm10
b457e84c2f fix(captain): route embeddings to legacy OpenAI + retry transient errors
Resolve duas camadas de problema identificadas em teste end-to-end:

1. Embeddings falhavam com HTTP 404 (/codex/v1/embeddings não existe).
   Solução: Captain::Llm::EmbeddingService sempre usa OpenAI tradicional
   via Llm::Config.with_api_key(legacy_settings). ProviderConfig expõe
   legacy_openai_settings pra isso.

2. Servidor Codex ocasionalmente responde com response.failed +
   code=server_error (instabilidade transitória). Client agora retenta
   até 2x com backoff exponencial (0.5s, 1.5s) em erros retryable:
   HTTP 5xx, server_error no response.failed, ou stream inacabado.

Outras correções nesta etapa:
- Scenario#agent_model: em modo Codex, ignora CAPTAIN_OPEN_AI_MODEL_SCENARIO
  (que pode ter gpt-4o legado) e usa ProviderConfig.model.
- ExtractionService/ContradictionCheckerService/TranslateQueryService:
  trocam constantes hardcoded gpt-4o-mini/gpt-4.1-nano por
  ProviderConfig.light_model (respeitando o provider ativo).
- ProviderConfig.DEFAULT_CODEX_MODEL agora é gpt-5.2 (reconhecido pelo
  RubyLLM; gpt-5.4 não está no catalog do gem).

Validado ponta-a-ponta: WhatsApp → Chatwoot → Jasmine → handoff Daniela
→ faq_lookup com embedding OK → resposta com preços corretos.

Docs em docs/captain-codex-oauth.md.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-22 17:42:31 -03:00
Rodribm10
26290c34a7 feat(captain): feature flag CAPTAIN_LLM_PROVIDER + ProviderConfig central
Adiciona o toggle openai_api | openai_codex_oauth. Por padrão mantém
comportamento legado (API key OpenAI tradicional). Quando mudamos pra
openai_codex_oauth, os clientes (RubyLLM + Agents gem) passam a
apontar para o proxy interno em http://localhost:3000/codex,
configurável via CAPTAIN_CODEX_PROXY_URL.

- Captain::Llm::ProviderConfig: single source of truth de api_key,
  api_base e model, baseado em CAPTAIN_LLM_PROVIDER
- config/initializers/ai_agents.rb refatorado
- lib/llm/config.rb refatorado
- 8 specs do ProviderConfig passando
- Fallback seguro: api_key dummy ('codex-oauth') quando usando proxy
  (o proxy ignora Authorization e usa OAuth interno)

NÃO mexe no Llm::LegacyBaseOpenAiService (PDF/Files API). Esse
continua sempre na API tradicional porque o endpoint Codex não
expõe Files API.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-22 15:29:52 -03:00
Rodribm10
d53c86df94 fix(captain): always include instructions in Codex responses body
Codex endpoint retorna HTTP 400 "Instructions are required" quando o
campo vem ausente. Agora sempre incluímos o campo — string com espaço
quando não há system message no request.

Validado end-to-end: curl → /codex/v1/chat/completions → proxy traduz
→ Codex devolve streaming SSE → proxy agrega → JSON Chat Completions.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-22 15:27:37 -03:00
Rodribm10
928b1ec6b9 feat(captain): Codex OAuth auth module + proxy controller
Implementa Fases 1+2 do plano Captain Codex OAuth.

Fase 1 — Auth módulo:
- Migration captain_codex_credentials (tokens AR-encrypted)
- Model Captain::CodexCredential (singleton-ish com .current)
- Captain::Codex::AuthService com device flow completo:
  start_device_login, poll_once, exchange_for_credential,
  valid_access_token (auto-refresh), refresh!
- Rake task captain:codex:{login,status,refresh}
- Sidekiq job Captain::Codex::RefreshTokensJob rodando a cada 30min

Fase 2 — Proxy Chat Completions → Responses:
- Captain::Codex::Translator (chat ↔ responses, tools, tool_calls)
- Captain::Codex::Client (streaming SSE → agregado)
- Api::Internal::CodexProxyController expondo
  POST /codex/v1/chat/completions
- 10 specs do Translator passando

Próximo: Fase 3 (feature flag + fallback) e reconfiguração dos
clientes RubyLLM/Agents/ruby-openai pra apontarem pro proxy quando
CAPTAIN_LLM_PROVIDER=openai_codex_oauth.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-22 15:07:01 -03:00
Gabriel Jablonski
55c7c435bc
fix(pwa): decouple installability from DISPLAY_MANIFEST branding flag (#272)
DISPLAY_MANIFEST previously gated the entire PWA manifest link and
theme-color meta, so white-label installs that set the flag to false
to hide Chatwoot branding also lost the mobile "Install app" prompt.

Serve /manifest.json from a new dynamic controller that reflects
INSTALLATION_NAME, LOGO_THUMBNAIL and a new BRAND_COLOR config, and
keep the manifest link, theme-color and apple-mobile-web-app meta
emitted regardless of DISPLAY_MANIFEST. The flag now gates only the
Chatwoot-branded raster assets (favicons, apple-icon PNGs, ms-icon,
marketing meta description).
2026-04-22 14:33:38 -03:00
Rodribm10
aed6d62640 feat(retention): summary KPIs + cohort endpoints
Exposes two JSON endpoints under /api/v1/accounts/:id/captain/reports:
- GET /retention — aggregate KPIs (active/recurring/sleeping/at-risk/
  churned, new vs returned in period, Pix generated/paid/conversion,
  retention rates at 30d and 90d)
- GET /retention/cohort — monthly cohort matrix, 12 months lookback,
  12 months of offset. Each cell is % of the cohort that interacted in
  month M+N. SQL-aggregated with DATE_TRUNC + DISTINCT so it is a
  single query even on large histories.
2026-04-22 09:59:21 -03:00
Rodribm10
f6488ce2de feat(retention): foundation for customer retention metrics
Lays the data + job foundation for tracking customer interactions,
recurrence, and Pix conversion on Contact. Design decisions negotiated
with Rodrigo (see docs to come):

Rules:
- Gap of 30h from last message defines separate interactions
- Qualified interaction = >=2 customer msgs + >=2 attendant msgs,
  both with textual content (>= 2 letters)
- One-shot consultation = >=1+1 but below the qualified threshold
  (tracked as secondary KPI)
- Excludes contacts labeled `equipe_interna`
- is_recurring = interactions_count >= 2
- pix_generated_count counts all PixCharges; reservations_paid_count
  only counts those with status = paid

Surface area:
- Migration adds denormalized stats to contacts + indexes for fast filtering
- Captain::ContactStats::InteractionCalculatorService computes the stats
  for a single contact (pure, no persistence)
- Captain::Retention::RecalculateContactStatsJob persists them for one
  contact (idempotent)
- Captain::Retention::RecalculateAllContactStatsJob runs daily at 3am BRT,
  enqueues per-contact jobs for everyone active in the last 120 days
- Event-driven refresh: CaptainListener#conversation_resolved enqueues
  recalc; Captain::PixCharge after_create/after_update enqueues recalc
  on status change

No UI yet — that's the next layer.
2026-04-22 09:50:23 -03:00
Rodribm10
08a06c6528 fix(captain): memory allows 'Solicitou Pix ..., aguardando pagamento'
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Previous commit made the extractor reject any reservation-shaped fact
without a literal payment confirmation in the conversation. That
killed the useful middle ground: a customer who requests a Pix and
hasn't paid yet is still a concrete signal worth remembering (for
follow-up, interest mapping, CRM). We were going from "hallucinated
reservation" to "nothing remembered".

Add the intermediate pattern:
- Payment confirmed → "Reservou X para Y em DD/MM/AAAA"
- Pix generated, no payment yet → "Solicitou Pix para X em DD/MM/AAAA, aguardando pagamento"
- Just a price quote → nothing

The "aguardando pagamento" suffix is required so the downstream recall
never confuses it with a closed reservation.
2026-04-22 05:01:24 -03:00
Rodribm10
d2c2c6b7fe fix(captain): pre-reservation semantics + no duplicate pix links
Three UX bugs from staging testing:

1. Duplicate Pix link in WhatsApp — the tool's formatted_message
   embedded the full link + instructions, so the LLM copied it into
   its own response on top of the dedicated link message sent by
   dispatch_direct_link_message. The tool now returns a short
   summary with no URL; dispatch is the single source of the link.

2. "Reserva confirmada!" sent before payment — the scenario prompt
   used the word "confirmação" loosely, which the LLM read as the
   reservation being closed. Now the prompt forces "pré-reserva /
   aguardando pagamento" until the Pix is actually paid, and the
   dispatched link message explains that the reservation is only
   secured after payment clears.

3. Memory extraction wrote "Reservou Hidromassagem para pernoite
   em 22/04/2026" when the customer only received a Pix link and
   replied "obrigado". Tightened the extraction prompt so
   padrao_comportamental of a reservation requires a literal
   payment confirmation — Pix generated alone no longer qualifies.
2026-04-22 04:19:39 -03:00
Rodribm10
6c9d12559d fix(captain): generate_pix returns success=false on real errors
When Inter integration fails ("Unit not configured for Pix", missing
certs, etc.), the tool was returning success=true with the error
message as formatted_message. The LLM interpreted that as success and
hallucinated "Pix generated" to the customer — and never triggered the
generate_reservation_link fallback.

Switch the rescue path from tool_feedback_response (success=true) to
error_response (success=false) so the Daniela scenario correctly falls
back to the reservation-link tool as documented in her prompt.
2026-04-21 18:59:45 -03:00
Rodribm10
ee2aae3958 fix(captain): generate_pix asks nome+CPF together, hydrates bare name
Root cause of the staging test failure:
- Tool asked for CPF then name separately, two back-and-forth turns.
- When the user replied with just "Rodrigo Borba Machado" (no "nome:"
  prefix), NAME_WITH_LABEL_REGEX didn't match, so the contact.name
  stayed as the emoji "😅‼️". The tool kept returning missing_name and
  the LLM eventually hallucinated success without another generate_pix
  call.

Changes:
- missing_identity_response combines nome + CPF into one prompt when
  both are missing.
- extract_name_from_qa_pattern finds the last outgoing message asking
  for "nome completo" and takes the next incoming message as the name
  candidate.
- extract_name_run_from_text pulls the leading alphabetic run from the
  message so "Rodrigo Borba Machado, 00251938131" parses the name
  correctly alongside the CPF.
2026-04-21 18:35:44 -03:00
Rodribm10
cfffea9c16 feat(captain): semantic memory fixes + roleta + reclamações + analytics
Consolida o trabalho desta branch de abril/2026 em um bloco pronto pra
testar em staging antes do merge pra main.

## Correções de memória semântica
- ExtractionService: Princípio Zero + Regra de Ouro (ação consumada vs intenção).
- Cenário Daniela_Reservas: Passo 0 de classificação (consulta/intenção/fora).

## Roleta da Sorte (end-to-end)
- Schema Supabase + 7 RPCs atômicas (server-side, idempotentes).
- Services: Offer, Redeem, WeeklyReport.
- Jobs: OfferRouletteJob (hook em ConfirmationService após Pix pago),
  NotifyRevealed + Scheduler de fallback.
- Tool manual GenerateRoletaLinkTool + endpoint público /roleta/notify.
- Dashboard /captain/roleta com Resgate + Relatório + anomaly detection.

## Cenário Reclamacoes_Ouvidoria
- Triagem P1-P4, framework LAST, Three-level listening, Self-check.
- Sem compensação material, detecção de cliente frustrado eleva prioridade.

## Analytics
- Funil de conversão /captain/funnel: 5 etapas via regex, zero LLM.
- Detector de churn via ChurnOutreach* (cron dias úteis 10h-17h BRT).

## Trabalho pré-existente incluído
- Captain Executive Reports (ceo_digest, mattermost_delivery).
- get_reserva_preco_tool, Lifecycle ajustes, Reservations UI polimentos.

## Outros
- .gitignore: patterns pra credenciais.
- Migrations de scenarios idempotentes.
- i18n completa pt_BR+en pra roleta/funnel.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-21 15:36:25 -03:00
Rodribm10
978ccbbdfb fix(captain): wrap runner.run in Timeout to guard HTTP hangs
Observed incident 2026-04-19 14:34: ResponseBuilderJob sat 156s
'Performing' in Sidekiq without ever emitting [Captain V2] Agent result,
while the client waited on WhatsApp. The runner.run() call never
returned — presumably an HTTP hang on the LLM side (OpenAI slow,
network flake, or retry storm inside ruby-llm).

Post-hoc protections (tool_loop_detected, max_turns) can't fire because
they only inspect result after run() returns. Adding a 45s hard timeout
on the run() block guarantees we bail out, trigger bot_handoff, and
respond to the client instead of hanging forever.

Rescue Timeout::Error separately so the log message is specific and
the user-facing message says "demorou mais do que o esperado".

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-19 11:40:59 -03:00
Rodribm10
aa7da915e3 fix(captain): remove scenario->orchestrator back-handoff (ping-pong)
Problema observado em teste real 2026-04-19 11:24:
usuário forneceu suíte+data+hora pra Daniela. Em vez de chamar
generate_pix, Daniela chamou handoff_to_jasmine. Jasmine respondeu
"Vou te transferir pra Daniela..." — mentira, a conversa ficou
parada com a Jasmine.

Sequência dentro de UM único run:
  jasmine.handoff_to_daniela_reservas_agent
  -> daniela.handoff_to_jasmine (!)
  -> jasmine responde "vou te transferir..."

O prompt da Daniela tem "🚨 NUNCA FAÇA HANDOFF DE VOLTA PRA JASMINE"
mas o LLM ignora a proibição quando a ferramenta está registrada.
A única solução robusta é não registrar a ferramenta.

Historicamente tivemos medo de remover a back-edge porque sem ela
a Daniela (quando confusa) ficava em loop chamando faq_lookup —
incidente que queimou créditos reais. Esse medo não vale mais:
commit f3f8a8d5c adicionou TOOL_LOOP_THRESHOLD=3 +
MAX_TURNS_PER_MESSAGE=15 que disparam bot_handoff automático em
qualquer loop de tool. A proteção contra runaway existe por
OUTRA via agora, então podemos remover a back-edge com segurança.

Efeito esperado:
- scenario termina a resposta sozinho (sem ping-pong)
- scenario confuso/em loop -> rate limit corta -> humano recebe

Memory: atualizado feedback_never_touch_captain_without_safety_caps.md
refletindo a nova invariante.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-19 11:30:19 -03:00
Rodribm10
f3f8a8d5c1 feat(captain): rate limiting with runaway loop detection + bot_handoff
Três camadas de proteção contra runaway token burn no AgentRunnerService:

1. MAX_TURNS_PER_MESSAGE = 15
   Cap dentro de uma única chamada run(). Já estava aplicado;
   agora extraído como constante nomeada.

2. MAX_TURNS_PER_CONVERSATION = 30
   Cap ao longo da vida da conversa. Contador em
   conversation.custom_attributes['captain_turn_count']. Ao atingir,
   dispara bot_handoff automático e responde com mensagem de
   transferência pra humano.

3. TOOL_LOOP_THRESHOLD = 3
   Detecta a mesma (tool_name, args) invocada 3+ vezes no resultado
   de um único run (sintoma do loop faq_lookup que queimou tokens
   em 2026-04-19). Ao detectar: dispara bot_handoff e aborta o turno.

trigger_bot_handoff! aciona conversation.bot_handoff! quando
disponível, removendo a conversa do pipeline automático.

Motivação: dois incidentes reais de queima de crédito OpenAI em
2026-04-19. Ver memory/feedback_never_touch_captain_without_safety_caps.md
pras invariantes completas.

Tests atualizados: mock_result agora stuba :messages (usado pelo
novo tool_loop_detected?) e max_turns esperado é 15.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-19 11:16:54 -03:00
Rodribm10
7bc5103541 fix(captain): cap max_turns at 15 + restore scenario->orchestrator handoff
Runaway incident: Daniela (reservation scenario) entered a tool-calling
loop, invoking faq_lookup with the same query dozens of times per
second, stuck at 'Performing' in Sidekiq for minutes with 1-of-12 busy.
Root cause was two interacting factors:

1. The previous commit removed scenario_agent.register_handoffs(
   assistant_agent) to prevent ping-pong. In practice, the scenario LLM
   uses handoff_to_orchestrator as a safety valve when it cannot
   advance. Without it, the LLM kept calling other available tools
   (faq_lookup) indefinitely.

2. max_turns was 100. A runaway loop could burn 100 LLM + tool cycles
   before Sidekiq's timeout fired, which meant real token spend in a
   single bad turn could blow a day's budget.

Both restored/fixed:
- max_turns: 100 -> 15. Plenty for normal flows; hard ceiling on any
  runaway. The LLM simply ran out of turns and had to emit a final
  response instead of looping further.
- scenario -> orchestrator handoff: re-registered. Ping-pong risk is
  contained by max_turns AND by explicit prompt rules in the scenario
  instruction forbidding gratuitous handoffs (added to Daniela prompt
  in earlier commit).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-19 11:03:22 -03:00
Rodribm10
e5d186c689 fix(captain): stop scenario->orchestrator handoff + narrow FAQ guardrail
Two behavioural regressions caught in live testing with a real customer
conversation:

1. Ping-pong scenario -> orchestrator -> scenario

   build_and_wire_agents was calling scenario_agents.register_handoffs(
   assistant_agent), which exposed handoff_to_jasmine as a tool INSIDE
   every scenario. Daniela (reservation scenario) kept calling it mid
   flow, the orchestrator resumed the turn, and customers got messages
   like "Vou te encaminhar para a Daniela..." after ALREADY being with
   Daniela. The back-edge is removed. When a customer legitimately
   changes topic mid-scenario, pick_starting_agent on the next turn
   already routes back to the orchestrator based on conversation state,
   so no manual handoff from the scenario side is needed.

2. FAQ_PRICE_PATTERNS was hijacking legitimate routing responses

   The previous regex matched the bare words "pernoite", "sinal",
   "diaria" WITHOUT requiring a numeric price nearby. A legitimate
   handoff response like "Vou transferir para a Daniela para confirmar
   a Stilo para pernoite" tripped the guardrail, which then substituted
   the response with raw FAQ content about rates. Narrowed to: R$
   values, numbers followed by "reais", and the explicit price-noun
   variants (preco/preço/valor/preços/valores/custo/custa). Incidental
   mentions of stay types no longer trigger.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-19 10:51:45 -03:00
Rodribm10
fa758e4848 feat(captain): hierarchical model routing + conversation-level memory cache
Two orthogonal cost optimizations to the Captain agent pipeline:

1. Hierarchical model routing (optimization A)

Captain::Scenario now overrides agent_model to read a dedicated
InstallationConfig CAPTAIN_OPEN_AI_MODEL_SCENARIO, falling back to the
global CAPTAIN_OPEN_AI_MODEL used by the orchestrator (Assistant).

Rationale: the orchestrator (Jasmine) does cheap triage (is this a
reservation intent? a greeting? escalate to human?) — a smaller model
handles this well. Scenarios (Daniela — reserva) run complex flows with
tool calling, strict taxonomies, and JSON schema output — they benefit
from a stronger model.

Config in this install: CAPTAIN_OPEN_AI_MODEL=gpt-4o-mini (orchestrator)
and CAPTAIN_OPEN_AI_MODEL_SCENARIO=gpt-4o (scenarios). Estimated ~60%
cost reduction vs everything on gpt-4o, preserving quality where it
matters for the business flow.

2. Conversation-level memory cache (optimization B)

MemoryPromptInjector now persists the computed memory block on
conversation.custom_attributes[captain_cached_memory_block]. First turn
computes once (embedding + pgvector query + XML formatting); subsequent
turns reuse. The customer's profile does not change during an open
conversation, so re-running the pipeline on every turn was pure waste.

Graceful fallbacks:
- Cache write failure → per-service-instance in-memory fallback still
  applies.
- Cache read failure → fresh recall runs (no regression).
- Contact mismatch → invalidates cache, fresh recall runs.

When a new conversation starts, custom_attributes is empty → fresh
recall populates the cache for that conversation's lifetime.

Estimated ~80% reduction in embedding + pgvector calls during
multi-turn conversations.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-19 09:47:15 -03:00
Rodribm10
bcf41ad15f fix(captain-memory): guard memory recall from blocking agent worker
Real-world test triggered a Sidekiq worker hang on conv 67 after a
message was routed through Daniela: two ResponseBuilderJobs (msg 1318
and 1319) started, emitted typing_on, then never returned. Sidekiq
showed 2/12 workers stuck for 10+ minutes — indefinite.

Root cause likely: Agents::Runner evaluates the orchestrator
instructions lambda multiple times per turn, and our wrapped lambda
calls MemoryPromptInjector#append_memory_block each time. Inside,
RecallService invokes OpenAI embedding API (2s timeout) and pgvector.
Ruby's Timeout.timeout has documented holes on net/http syscalls — if
the embedding API stalls at the socket level, the worker hangs forever
even though the timeout "fired".

Two fixes:

1. Per-message cache in the injector instance: the same
   message_text is embedded + queried once, not N times per turn.
   Dramatic reduction in network calls + DB queries during a single
   agent run. Every call after the first returns the cached block
   instantly.

2. Absolute rescue at append_memory_block top level:
   rescue StandardError => e; return base_prompt. Even if the whole
   memory pipeline throws, the base system prompt passes through and
   the agent keeps responding. Memory is NEVER allowed to block a
   response — that was already the design intent but the lambda caller
   path didn't honor it rigorously enough.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-19 09:06:35 -03:00
Rodribm10
6330bec857 fix(captain-memory): temporal memory model + aggressive dedup
User feedback revealed a fundamental design issue: the memory model was
accumulating contradictory "Prefere X" facts because a single choice was
being treated as a permanent preference. Result: 3 different
"Prefere suite X" entries coexisting, all at 90% confidence, with
reservation patterns over time (2hrs, 4hrs, pernoite) all claiming to be
the customer's "preferred" duration.

Corrections:

1. ExtractionService prompt — preferencia now requires EXPLICIT
  declaration words ("prefiro", "gosto mais de", "sempre escolho",
  "adoro", "favorita"). A mere choice in one conversation is NO LONGER
  extracted as preferencia — instead it goes to padrao_comportamental
  WITH THE DATE in the content (e.g. "Reservou Alexa para pernoite em
  23/05/2026"). This makes memory temporal and auditable instead of
  imposing fake consistency.

2. Reference date is passed to the LLM prompt via the latest message
  timestamp, used as the anchor date the LLM must embed in every
  padrao_comportamental content.

3. ContradictionCheckerService — dual threshold:
  - cosine < 0.15 → auto-supersede without LLM (pure duplicate)
  - 0.15 to 0.6 → ask LLM if contradicts, supersede if yes
  - > 0.6 → ignore, unrelated facts
  Previously only the middle band existed, so near-duplicate facts like
  two "aniversário 23/05" entries or three "prefere suite X" entries
  were never cleaned up.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-19 08:30:42 -03:00
Rodribm10
b742d774c8 fix(captain-memory): block suite hallucinations + hardcode cadastral data exclusion
Real test revealed gpt-4o-mini was still:
- Hallucinating suite names ("Aluba" doesn't exist — we only have
  Alexa, Stilo, Hidromassagem)
- Extracting cadastral data as memory ("Rodrigo has a CPF", "Name is X")
  despite the per-type NÃO examples

Added two sections at the top of the prompt:
1. Business canonical data — explicit whitelist of suite names (Alexa,
  Stilo, Hidromassagem) and stay types. Anything else = discard, NO auto-
  normalization. LLM must not guess.
2. Cadastral data absolute rule — explicit list of fields that are
  profile data, not memory: name, CPF/RG/passport, email/phone/address,
  birth date. Plus 5 concrete  examples of what was being wrongly
  extracted in the wild.

Existing 9 specs still pass (stub at call_llm; prompt change is
semantic, not structural).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-19 08:06:31 -03:00
Rodribm10
4becfd0a57 fix(captain-memory): strict taxonomy definitions in ExtractionService prompt
Real-world test revealed the LLM extractor (gpt-4o-mini) was using type
labels too loosely: a customer's QUESTION about parking ("tem
estacionamento?") was classified as 'reclamacao'. Similarly cortesia
generica ("obrigado") was becoming 'feedback_positivo', and transactional
events (CPF informed, reservation made) were becoming memories when they
should be ignored.

Rewrote build_prompt with:
- Per-type strict definition (what it IS)
- YES/NO examples for each of the 9 types, with the most common pitfalls
  explicitly shown as NO
- 7 absolute rules, including: questions are never complaints, generic
  courtesy is never feedback, agent actions are never customer memory,
  transactional events are not long-term facts
- Confidence threshold guidance (>=0.9 only if totally explicit, 0.7-0.89
  for strong inference, <0.7 discard)
- "If in doubt, discard — quality > quantity. Most transactional
  conversations should return empty facts list"

Existing 9 specs still pass (stub call_llm, so prompt changes don't
affect unit test assertions).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-19 07:44:26 -03:00
Rodribm10
5874029a03 fix(captain-memory): raise RecallService timeout 0.5s -> 2.0s
Real-world observation: OpenAI embedding API takes 200-400ms typical,
plus pgvector query overhead, the 500ms budget was being exceeded
frequently, silently dropping memory recall. Agent typing delay is
already 2-15s humanized, so a 2s recall budget is well within UX
tolerance and gives ~4-5x margin over typical embedding latency.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-19 07:25:19 -03:00
Rodribm10
8444209952 fix(captain-memory): always authorize index even when list is empty 2026-04-19 01:43:57 -03:00
Rodribm10
f7d4c41d07 feat(captain-memory): add MemoriesController with index/update/destroy/bulk_destroy 2026-04-19 01:41:09 -03:00
Rodribm10
638e84752d feat(captain-memory): add ContactMemoryPolicy (Pundit) 2026-04-19 01:37:13 -03:00
Rodribm10
1cf9531741 fix(captain-memory): use Agent#clone instead of ivar mutation + unify test path with runtime 2026-04-19 01:32:56 -03:00
Rodribm10
85324f594d feat(captain-memory): inject semantic memory into AgentRunnerService system prompt 2026-04-19 01:23:03 -03:00
Rodribm10
e89b96d09b feat(captain-memory): enqueue extraction on conversation.resolved 2026-04-19 01:13:26 -03:00
Rodribm10
2261b09b25 feat(captain-memory): add HardDeleteExpiredJob with daily cron (LGPD) 2026-04-19 01:09:28 -03:00
Rodribm10
b3077b2b26 feat(captain-memory): add AgingJob with TTL + LRU cap, weekly cron 2026-04-19 01:05:02 -03:00
Rodribm10
fb6673664a fix(captain-memory): isolate per-account failures in SilenceDetectorJob + fix typo 2026-04-19 01:01:28 -03:00
Rodribm10
833e76856e feat(captain-memory): add SilenceDetectorJob with 10min cron 2026-04-19 00:55:15 -03:00
Rodribm10
1646f66a97 fix(captain-memory): wrap ExtractFromConversationJob persistence in transaction + hoist unit lookup 2026-04-19 00:50:08 -03:00
Rodribm10
9d5e4c959f feat(captain-memory): add ExtractFromConversationJob with TTL + idempotency 2026-04-19 00:45:14 -03:00
Rodribm10
350a420ee0 feat(captain-memory): add ContradictionCheckerJob 2026-04-19 00:39:52 -03:00
Rodribm10
dc366433bb feat(captain-memory): add UpdateEmbeddingJob 2026-04-19 00:35:06 -03:00
Rodribm10
6723473fdc fix(captain-memory): ContradictionChecker exact-match parsing + rescue wrap + LLM failure test 2026-04-19 00:31:54 -03:00
Rodribm10
9bc6429b91 feat(captain-memory): add ContradictionCheckerService with LLM verification 2026-04-19 00:26:58 -03:00
Rodribm10
aec796ebfd fix(captain-memory): cap ExtractionService input, validate scope, filter failed msgs 2026-04-19 00:24:09 -03:00
Rodribm10
9d593757df feat(captain-memory): add ExtractionService with evidence+confidence guardrails 2026-04-19 00:18:32 -03:00
Rodribm10
0fee1b3c2f fix(captain-memory): strengthen RecallService logging context and document timeout tradeoff 2026-04-19 00:14:06 -03:00
Rodribm10
502c3d1698 feat(captain-memory): add RecallService with timeout and graceful degradation 2026-04-19 00:09:31 -03:00
Rodribm10
5d15f55a29 feat(captain-memory): add PromptInjectionService formatting memories as XML 2026-04-19 00:05:11 -03:00
Rodribm10
e1273f142b feat(captain-memory): add Captain::ContactMemory model with scopes and lifecycle methods 2026-04-18 23:53:33 -03:00
Rodribm10
6a5ba17bfc fix(captain): aceita DD/MM sem ano e amplia tratamento de requires_input no generate_pix
Problema observado: Daniela chamou generate_pix com arguments vazios apos
cliente informar "27/4". Tool retornou missing_fields=[check_in, amount] e
LLM caiu no fallback silenciosamente.

Correcoes:
- DDMMYYYY_REGEX agora aceita "DD/MM" sem ano (assume ano corrente, empurra
  pro proximo ano se a data ja passou)
- parse_date_without_year com fallback explicito
- Instruction da scenario Daniela_Reservas (DB, scenario_id=2) atualizada
  para listar todos os 4 parametros obrigatorios de generate_pix e
  distinguir requires_input (erro do LLM) de success=false (erro tecnico)

Backup da instruction anterior: /tmp/daniela_instruction_backup_20260418.txt

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-18 18:37:17 -03:00
gabrieljablonski
112385fd9e Merge branch 'main' into chore/merge-4.13.0
Resolves 26 conflicts via manual review. Key decisions:

- signature: kept fork's send-time architecture (PR #79), discarded upstream's
  editor-manipulation functions
- WhatsApp incoming: combined fork's two-layer locking (source_id + contact
  phone) with upstream's blocked-contact drop. Fixed pre-existing regression
  where echoes were silently dropped
- InstallationConfig: upstream's simplified coder (validated against legacy
  YAML-in-jsonb data)
- schema.rb: regenerated, stripped kanban tables from other branches,
  restored f_unaccent SQL function
2026-04-17 16:23:47 -03:00
Vishnu Narayanan
72b8a31f2d
fix: handle users being stuck on is_creating billing flow (#12750)
Fixes https://linear.app/chatwoot/issue/CW-5880/handle-customers-being-stuck-on-biling-page
2026-04-16 13:22:31 +05:30
Rodribm10
0b195781c5 feat(lifecycle): REST endpoint for lifecycle deliveries audit log 2026-04-15 10:29:24 -03:00
Rodribm10
8690a49971 feat(lifecycle): REST endpoint for lifecycle config singleton 2026-04-15 10:23:42 -03:00
Rodribm10
7c17a7cb96 feat(lifecycle): REST endpoint for lifecycle rules CRUD
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-15 10:17:59 -03:00
Rodribm10
cb67a1063d fix(lifecycle): move stub controllers from non-enterprise to enterprise path
Os stubs de lifecycle criados na task anterior estavam em app/controllers/
causando futura colisão de redefinição de classe quando os controllers reais
forem implementados em enterprise/app/controllers/ (tasks 4-6). Move os 3
stubs para o enterprise path onde vivem todos os controllers Captain.

Routing spec: 7 examples, 0 failures

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-15 10:13:33 -03:00
Rodribm10
7d21530bc7 feat(lifecycle): add Pundit policies for rule/config/delivery 2026-04-15 10:06:47 -03:00
Aakash Bakhle
5264de24b0
feat: migrations for document auto-sync [AI-141] (#14041)
# Pull Request Template

## Description

Add migrations for document auto-sync

Fixes # (issue)

## Type of change

- [x] New feature (non-breaking change which adds functionality)

## How Has This Been Tested?
locally

## 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
- [x] Any dependent changes have been merged and published in downstream
modules
2026-04-15 17:56:10 +05:30
Rodribm10
7b009cf47f feat(lifecycle): inject concierge context into Captain orchestrator prompt
Adds concierge.* and reservation.* Liquid variables to agent_instructions
so Sofia's orchestrator_prompt receives unit persona/knowledge/variables
and reservation data resolved from conversation.custom_attributes.current_unit_id.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-15 09:25:16 -03:00
Rodribm10
d0d08ed662 feat(lifecycle): implement DispatcherJob
Replace no-op stub with full perform body: find delivery by id, skip if
blank, delegate to Captain::Lifecycle::Dispatcher#call. Add retry_on
with polynomially_longer backoff (3 attempts). Spec covers dispatcher
delegation and graceful skip for missing records.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-15 09:20:32 -03:00
Rodribm10
0d4583a21a feat(lifecycle): add Dispatcher service with guards→render→send pipeline
Orchestrates guards → render (Liquid) → send pipeline for one delivery.
Handles skip, reschedule, sent, failed states and re-enqueues on reschedule.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-15 01:53:01 -03:00
Rodribm10
6d84a7586b feat(lifecycle): add MinInterval and CustomerReplied guards
Implement guards following the same pass/reschedule/too_stale pattern as QuietHours.
Also fix belongs_to :conversation on Delivery to use class_name: '::Conversation' to avoid namespace resolution failure inside Captain::Lifecycle module.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-15 01:49:22 -03:00
Rodribm10
fcdc2054b5 feat(lifecycle): add QuietHours guard with 2h staleness limit
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-15 01:44:39 -03:00
Rodribm10
823008a1cd feat(lifecycle): add Guards::Base e 3 guards simples (ReservationActive, OptOutLabel, MaxPerReservation)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-15 01:42:10 -03:00
Rodribm10
f6aa39921a feat(lifecycle): add ContextBuilder for Liquid render variables
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-15 01:39:35 -03:00
Rodribm10
8e0a06246b feat(lifecycle): wire Captain::Reservation lifecycle hooks
Add after_commit callbacks to call Captain::Lifecycle::Scheduler on
create, status change (cancelled/no_show), and check_in_at change.
Each handler wraps in rescue StandardError to preserve existing behavior.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-15 01:37:23 -03:00
Rodribm10
bb4631f427 feat(lifecycle): add Scheduler service and DispatcherJob stub
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-15 01:35:31 -03:00
Rodribm10
4a88f7f517 feat(lifecycle): add EventResolver service
Pure function mapping reservation events to timestamps; used by Scheduler (T9) to compute fire_at.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-15 01:31:47 -03:00
Rodribm10
a4472b80b9 feat(lifecycle): add concierge_* accessors to Captain::Unit 2026-04-15 01:23:40 -03:00
Rodribm10
41bbf14d57 feat(lifecycle): add Captain::Lifecycle::Delivery model with state helpers
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-15 01:21:11 -03:00
Rodribm10
ffc5ac7fb8 feat(lifecycle): add Captain::Lifecycle::Rule model with filter matching
TDD: 16 examples passing. Adds EVENTS constant, active/for_event scopes,
and matches_reservation? with unit_ids/categorias/permanencias filters.
Also adds captain_reservation factory used by the spec.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-15 01:18:17 -03:00
Rodribm10
6ee3fcd4ef feat(lifecycle): add Captain::Lifecycle::Config model 2026-04-15 01:14:19 -03:00
Rodribm10
ea8ff83034 feat: Captain::PixCharge posta nota interna quando PIX eh gerado
Antes so existiam 2 notas automaticas:
  1. 'Nova reserva criada' (from Captain::Reservation after_create_commit)
  2. 'Pagamento confirmado' (from Captain::Payments::ConfirmationService)

Adiciona uma terceira entre elas: 'PIX enviado, aguardando pagamento'
(from Captain::PixCharge after_create_commit). A atendente ve no
timeline: reserva -> pix enviado -> pix pago.
2026-04-14 20:09:20 -03:00
Rodribm10
996704350b feat: Captain::Reservation callback cria nota interna automaticamente
Cobre ambos os caminhos (generate_pix_tool e PublicReservationsController):
toda reserva criada recebe um after_create_commit que posta uma mensagem
privada na conversa com os detalhes (suite, check-in, valores, ID).

Remove a criacao duplicada do PublicReservationsController.
2026-04-14 19:53:21 -03:00
Rodribm10
f8d64b6992 feat: link enviado como mensagem direta + email extraction + contact metadata auto-persist
- GeneratePixTool: envia payment_link como mensagem outgoing direta (bypassa
  hallucination de [Link do Pix] placeholder pela LLM)
- GeneratePixTool: extrai email das mensagens recentes via regex e persiste
  em contact.email
- GenerateReservationLinkTool: mesmo padrao de envio direto do link
- Captain::Reservation: after_create_commit callback atualiza
  ultima_suite/permanencia/reserva_em/total_reservas em contact.custom_attributes
  (aparece no painel lateral)
2026-04-14 13:44:13 -03:00
Rodribm10
7c9411a0b0 feat: persiste metadados do cliente em custom_attributes + tool blindada
- Controller grava cpf/ultima_suite/ultima_permanencia/ultima_reserva_em/total_reservas
  em contact.custom_attributes (aparece no painel lateral do Chatwoot)
- GenerateReservationLinkTool exige marca/unidade/categoria/permanencia/checkin_at;
  retorna erro se Jasmine chamar sem esses dados
2026-04-14 13:26:02 -03:00
Rodribm10
37480b1fc5 feat: GenerateReservationLinkTool le contato da conversa automaticamente
Mirrors CheckPixPaymentTool resolve_conversation helpers. No fallback,
Jasmine so precisa passar categoria/permanencia/checkin_at - a tool
preenche nome/telefone/cpf/email a partir do contato.
2026-04-14 12:33:40 -03:00
Rodribm10
8ec1b652fa feat: tool GenerateReservationLink para jasmine gerar links prefill
Cria Captain::Tools::GenerateReservationLinkTool que constrói URL
pré-preenchida do reserva-1001 com dados coletados em conversa.
Registra entrada generate_reservation_link em tools.yml e documenta
RESERVA_1001_BASE_URL no .env.example.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-14 10:35:43 -03:00
Muhsin Keloth
f422c83c26
feat: Add unified Call model for voice calling (#14026)
Adds a Call model to track voice call state across providers (Twilio,
WhatsApp). This replaces storing call data in
conversation.additional_attributes and provides a foundation for call
analytics multi-call-per-conversation support, and future voice
providers.

---------

Co-authored-by: Muhsin <12408980+muhsin-k@users.noreply.github.com>
2026-04-13 20:28:09 +04:00
Tanmay Deep Sharma
0592cccca9
fix: prevent lost custom_attributes updates from concurrent jsonb writes (#14040)
## Linear ticket
https://linear.app/chatwoot/issue/CW-6834/billing-upgrade-didnt-work

## Description
A `customer.subscription.updated` Stripe webhook for account 76162
returned 200 OK but did not persist the new `subscribed_quantity`. Root
cause: a race condition between the webhook handler and
`increment_response_usage` (Captain usage counter), both doing
read-modify-write on the `custom_attributes` JSONB column. The webhook
wrote `quantity: 6`, then a concurrent `save` from
`increment_response_usage` overwrote the entire hash with stale data —
restoring `quantity: 5`.

Fix: use atomic `jsonb_set` so usage counter updates only touch the
single key they care about, instead of rewriting the whole
`custom_attributes` hash. `increment_custom_attribute` also performs the
increment in SQL, making concurrent increments correct as well.

## Type of change

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

## How Has This Been Tested?

- New regression spec in `handle_stripe_event_service_spec.rb` that
simulates concurrent webhook + `increment_response_usage` and asserts
both `subscribed_quantity` and `captain_responses_usage` survive
- Existing account, billing, captain, and topup specs all pass locally

## 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
2026-04-13 19:03:37 +07:00
Aakash Bakhle
f13f3ba446
fix: log only on system api key failures (#13968)
Removes sentry flooding of unnecessary rubyllm logs of wrong API key.
Logs only system api key error since it would be P0.

---------

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-09 18:04:52 +05:30
zip-fa
00837019b5
fix(captain): display handoff message to customer in V2 flow (#13885)
HandoffTool changes conversation status but only posts a private note.
ResponseBuilderJob now detects the tool flag and creates the public
handoff message that was previously only shown in V1.

# Pull Request Template

## Description

Captain V2 was silently forwarding conversations to humans without
showing a handoff message to the customer. The conversation appeared to
just stop
responding.

Root cause: In V2, HandoffTool calls bot_handoff! during agent
execution, which changes conversation status from pending to open. By
the time control returns
to ResponseBuilderJob#process_response, the conversation_pending? guard
returns early - skipping create_handoff_message entirely. The V1 flow
didn't have this
problem because AssistantChatService just returns a string token
(conversation_handoff) and lets ResponseBuilderJob handle everything.

What changed:

1. AgentRunnerService now surfaces the handoff_tool_called flag (already
tracked internally for usage metadata) in its response hash.
2. ResponseBuilderJob#handoff_requested? detects handoffs from both V1
(response token) and V2 (tool flag).
3. ResponseBuilderJob#process_response checks handoff_requested? before
the conversation_pending? guard, so V2 handoffs are processed even when
the status has
already changed.
4. ResponseBuilderJob#process_action('handoff') captures
conversation_pending? before calling bot_handoff! and uses that snapshot
to guard both bot_handoff!
and the OOO message - preventing double-execution when V2's HandoffTool
already ran them.

New V2 handoff flow:
AgentRunnerService
  → agent calls HandoffTool (creates private note, calls bot_handoff!)
  → returns response with handoff_tool_called: true

ResponseBuilderJob#process_response
  → handoff_requested? detects the flag
  → process_action('handoff')
    → create_handoff_message (public message for customer)
    → bot_handoff! skipped (conversation_pending? is false)
    → OOO skipped (conversation_pending? is false)

Fixes #13881

## Type of change

Please delete options that are not relevant.

- [x] Bug fix (non-breaking change which fixes an issue)
- [ ] New feature (non-breaking change which adds functionality)
- [ ] Breaking change (fix or feature that would cause existing
functionality not to work as expected)
- [ ] This change requires a documentation update

## How Has This Been Tested?

- Update existing response_builder_job_spec.rb covering the V2 handoff
path, V2 normal response path, and V1 regression
- Updated existing agent_runner_service_spec.rb expectations for the new
handoff_tool_called key and added a context for when the flag is true

## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [ ] 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
- [x] Any dependent changes have been merged and published in downstream
modules

---------

Co-authored-by: Aakash Bakhle <48802744+aakashb95@users.noreply.github.com>
Co-authored-by: aakashb95 <aakashbakhle@gmail.com>
2026-04-08 17:30:07 +05:30
Shivam Mishra
e5107604a0
feat: account enrichment using context.dev [UPM-27] (#13978)
## Account branding enrichment during signup

This PR does the following

### Replace Firecrawl with Context.dev

Switches the enterprise brand lookup from Firecrawl to Context.dev for
better data quality, built-in caching, and automatic filtering of
free/disposable email providers. The service interface changes from URL
to email input to match Context.dev's email endpoint. OSS still falls
back to basic HTML scraping with a normalized output shape across both
paths.

The enterprise path intentionally does not fall back to HTML scraping on
failure — speed matters more than completeness. We want the user on the
editable onboarding form fast, and a slow fallback scrape is worse than
letting them fill it in.

Requires `CONTEXT_DEV_API_KEY` in Super Admin → App Config. Without it,
falls back to OSS HTML scraping.

### Add job to enrich account details

After account creation, `Account::BrandingEnrichmentJob` looks up the
signup email and pre-fills the account name, colors, logos, social
links, and industry into `custom_attributes['brand_info']`.

The job signals completion via a short-lived Redis key (30s TTL) + an
ActionCable broadcast (`account.enrichment_completed`). The Redis key
lets the frontend distinguish "still running" from "finished with no
results."
2026-04-08 11:16:52 +05:30
Shivam Mishra
95463230cb
feat: sign webhooks for API channel and agentbots (#13892)
Account webhooks sign outgoing payloads with HMAC-SHA256, but agent bot
and API inbox webhooks were delivered unsigned. This PR adds the same
signing to both.

Each model gets a dedicated `secret` column rather than reusing the
agent bot's `access_token` (for API auth back into Chatwoot) or the API
inbox's `hmac_token` (for inbound contact identity verification). These
serve different trust boundaries and shouldn't be coupled — rotating a
signing secret shouldn't invalidate API access or contact verification.

The existing `Webhooks::Trigger` already signs when a secret is present,
so the backend change is just passing `secret:` through to the jobs.
Shared token logic is extracted into a `WebhookSecretable` concern
included by `Webhook`, `AgentBot`, and `Channel::Api`. The frontend
reuses the existing `AccessToken` component for secret display. Secrets
are admin-only and excluded from enterprise audit logs.

### How to test

Point an agent bot or API inbox webhook URL at a request inspector. Send
a message and verify `X-Chatwoot-Signature` and `X-Chatwoot-Timestamp`
headers are present. Reset the secret from settings and confirm
subsequent deliveries use the new value.

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2026-04-06 15:28:25 +05:30
Tanmay Deep Sharma
5fd3d5e036
feat: allow zero conversation limit capacity policy (#13964)
## Description

Two improvements to Agent Capacity Policy:

**1. Support exclusion via zero conversation limit**
Allow `conversation_limit` to be `0` on inbox capacity limits. Agents
with a zero limit are excluded from auto-assignment for that inbox while
remaining members for manual assignment.

**2. Fix exclusion rules duration input**
- Default changed from `10` to `null` so time-based exclusion isn't
applied unless explicitly set.
- Minimum lowered from 10 to 1 minute.
- `DurationInput` updated to handle `null` values correctly.

## Type of change

Please delete options that are not relevant.

- [ ] Bug fix (non-breaking change which fixes an issue)
- [ ] New feature (non-breaking change which adds functionality)

## How Has This Been Tested?

- Added model and capacity service specs for zero-limit exclusion
behavior.
- Tested manually via UI flows 

## Checklist:

- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] 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>
2026-04-06 11:39:14 +05:30
Gabriel Jablonski
053e684261
feat(mailer): add i18n support for transactional emails with pt-BR (#255)
* feat(mailer): add i18n support for all transactional emails with pt-BR translations

- Create Liquid i18n filter (LiquidFilters::I18nFilter) exposing I18n.t() as `t` filter
  with interpolation support via positional args
- Replace hardcoded English strings in all 26 Liquid email templates with i18n keys
- Replace hardcoded English strings in all 5 Devise ERB email templates (OSS + enterprise)
  with t() calls, using raw output (<%==) to prevent HTML-encoding of apostrophes
- Translate all mailer subjects to use I18n.t() for locale-aware rendering
- Add comprehensive pt-BR translations for all transactional emails
- Add SSO-specific i18n keys for enterprise confirmation instructions
- Fix ApplicationRecord#to_drop to walk STI hierarchy (e.g. SuperAdmin -> UserDrop)

* fix: address CodeRabbit review feedback

- Use _html suffix for Devise translation keys to prevent XSS while
  keeping apostrophes unencoded (Rails escapes interpolations automatically)
- Replace hardcoded English in SLA templates with full_body i18n keys
- Fix _target="blank" typo to target="_blank" in attachment links
- Add i18n for tiktok_disconnect subject and create liquid template
- Extract brand_name to private method in AccountNotificationMailer

* fix: address round 2 review feedback

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-03 15:48:52 -03:00
gabrieljablonski
0b6bc691ad revert: undo mailer i18n commits for PR-based rework 2026-04-03 13:49:06 -03:00
gabrieljablonski
ca765f5645 fix(mailer): update enterprise Devise template and fix HTML escaping in email translations
- Add i18n to enterprise confirmation_instructions.html.erb (SAML/SSO support)
- Add SSO-specific translation keys (en + pt_BR)
- Use raw output (<%==) in Devise ERB templates to prevent apostrophe HTML-encoding
2026-04-03 13:43:49 -03:00
Gabriel Jablonski
60839b9dd6
feat(mailer): add i18n support for all transactional emails with pt-BR translations (#254)
- Create Liquid i18n filter (LiquidFilters::I18nFilter) exposing I18n.t() as `t` filter
- Replace hardcoded English strings in all 26 Liquid email templates with i18n keys
- Replace hardcoded English strings in all 4 Devise ERB email templates with t() calls
- Translate all mailer subjects to use I18n.t() for locale-aware rendering
- Add comprehensive pt-BR translations for all transactional emails
- Fix ApplicationRecord#to_drop to walk STI hierarchy (SuperAdmin -> User)
2026-04-03 13:32:34 -03:00
Tanmay Deep Sharma
6f5ad8f372
fix: strip manually_managed_features from params in super admin account create (#13983)
## Summary

When a Super Admin creates a new account via the Administrate dashboard,
the `manually_managed_features` field (a virtual attribute stored in
`internal_attributes` JSON) is passed to `Account.new(...)`, raising
`ActiveModel::UnknownAttributeError`. The existing `update` action
already strips this param — this fix adds the same handling to `create`.

Closes -> https://linear.app/chatwoot/issue/INF-66
Related Sentry ->
https://chatwoot-p3.sentry.io/issues/7168237533/?project=6382945&referrer=Linear

## Type of change

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

## How to reproduce

1. Log in as Super Admin
2. Navigate to Accounts → New
3. Fill in the form (with or without manually managed features selected)
4. Submit → `ActiveModel::UnknownAttributeError: unknown attribute
'manually_managed_features' for Account`

## What changed

- Added a `create` override in
`Enterprise::SuperAdmin::AccountsController` that strips
`manually_managed_features` from params before calling `super`, then
persists them via `InternalAttributesService` after the account is
saved.
2026-04-02 19:58:43 +05:30
Aakash Bakhle
8daf6cf6cb
feat: captain custom tools v1 (#13890)
# Pull Request Template

## Description

Adds custom tool support to v1

## Type of change
- [x] New feature (non-breaking change which adds functionality)


## How Has This Been Tested?

Please describe the tests that you ran to verify your changes. Provide
instructions so we can reproduce. Please also list any relevant details
for your test configuration.

<img width="1816" height="958" alt="CleanShot 2026-03-24 at 11 37 33@2x"
src="https://github.com/user-attachments/assets/2777a953-8b65-4a2d-88ec-39f395b3fb47"
/>

<img width="378" height="488" alt="CleanShot 2026-03-24 at 11 38 18@2x"
src="https://github.com/user-attachments/assets/f6973c99-efd0-40e4-90fe-4472a2f63cea"
/>

<img width="1884" height="1452" alt="CleanShot 2026-03-24 at 11 38
32@2x"
src="https://github.com/user-attachments/assets/9fba4fc4-0c33-46da-888a-52ec6bad6130"
/>



## Checklist:

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

---------

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2026-04-02 12:40:11 +05:30
Shivam Mishra
7651c18b48
feat: firecrawl branding api [UPM-15] (#13903)
Adds `WebsiteBrandingService` (OSS) with an Enterprise override using
Firecrawl v2 to extract branding and business data from a URL for
onboarding auto-fill.

OSS version uses HTTParty + Nokogiri to extract:
- Business name (og:site_name or title)
- Language (html lang)
- Favicon
- Social links from `<a>` tags

Enterprise version makes a single Firecrawl call to fetch:
- Structured JSON (name, language, industry via LLM)
- Branding (favicon, primary color)
- Page links

Falls back to OSS if Firecrawl is unavailable or fails.

Social handles (WhatsApp, Facebook, Instagram, Telegram, TikTok, LINE)
are parsed deterministically via a shared `SocialLinkParser`.

> We use links for socials, since the LLM extraction was unreliable,
mostly returned empty, and hallucinated in some rare scenarios

## How to test

```ruby
# OSS (no Firecrawl key needed)
WebsiteBrandingService.new('chatwoot.com').perform

# Enterprise (requires CAPTAIN_FIRECRAWL_API_KEY)
WebsiteBrandingService.new('notion.so').perform
WebsiteBrandingService.new('postman.com').perform
```

Verify the returned hash includes business_name, language,
industry_category, social_handles, and branding with
favicon/primary_color.

<img width="908" height="393" alt="image"
src="https://github.com/user-attachments/assets/e3696887-d366-485a-89a0-8e1a9698a788"
/>
2026-03-30 11:32:03 +05:30
Tanmay Deep Sharma
04acc16609
fix: skip pay call if invoice already paid after finalize (#13924)
## Description

When a customer downgrades from Enterprise to Business, they may retain
unused Stripe credit balance. During an AI credits topup,
Stripe::Invoice.finalize_invoice auto-applies that credit balance to the
invoice. If the credit balance fully covers the invoice amount, Stripe
marks it as paid immediately upon finalization. Calling
Stripe::Invoice.pay on an already-paid invoice throws an error, breaking
the topup flow.
This fix retrieves the invoice status after finalization and skips the
pay call if Stripe has already settled it via credits.

## Type of change

Please delete options that are not relevant.

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

## How Has This Been Tested?

Tested against Stripe test mode with the following scenarios:

- Full credit balance payment: Customer has enough Stripe credit balance
to cover the entire invoice. Invoice is marked paid after
finalize_invoice — pay is correctly skipped. Credits are fulfilled
successfully.
- Partial credit balance payment: Customer has some Stripe credit
balance but not enough to cover the full amount. Invoice remains open
after finalization — pay is called and charges the remaining amount to
the default payment method. Credits are fulfilled successfully.
- Zero credit balance (normal payment): Customer has no Stripe credit
balance. Invoice remains open after finalization — pay charges the full
amount. Credits are fulfilled successfully.


## Checklist:

- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
2026-03-30 10:37:28 +05:30
Tanmay Deep Sharma
9efd554693
fix: resolve V2 capacity bypass in team assignment (#13904)
## Description

When Assignment V2 is enabled, the V2 capacity policies
(AgentCapacityPolicy / InboxCapacityLimit) are not respected during
team-based assignment paths. The system falls back to the legacy V1
max_assignment_limit, and since V1 is deprecated and typically
unconfigured in V2 setups, agents receive unlimited assignments
regardless of their V2 capacity.

Root cause: Inbox class directly defined
member_ids_with_assignment_capacity, which shadowed the
Enterprise::InboxAgentAvailability module override in Ruby's method
resolution order (MRO). This made the V2 capacity check unreachable
(dead code) for any code path using member_ids_with_assignment_capacity.

## Type of change

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

## How Has This Been Tested?

⏺ Before the fix
1. Enable assignment_v2 + advanced_assignment on account
2. Create AgentCapacityPolicy with InboxCapacityLimit = 1 for an inbox
3. Assign the policy to an agent (e.g., John)
4. Create 1 open conversation assigned to John (now at capacity)
5. Create a new unassigned conversation in the same inbox
6. Assign a team (containing John) to that conversation
7. Result: John gets assigned despite being at capacity
⏺ After the fix
Same steps 1–6.
7. Result: John is NOT assigned — conversation stays unassigned (no
agents with capacity available)


## Checklist:

- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
2026-03-27 15:38:17 +05:30
Vishnu Narayanan
4381be5f3e
feat: disable helpcenter on hacker plans (#12068)
This change blocks Help Center access for default/Hacker-plan accounts
and closes the downgrade gap that could leave `help_center` enabled
after a subscription falls back to the default cloud plan.

Fixes: none
Closes: none

## Why

Default-plan accounts should not be able to access the Help Center, but
the downgrade fallback path only reset the plan name and did not
reconcile premium feature flags. That meant some accounts could keep
`help_center` enabled even after landing back on the Hacker/default
plan.

## What this change does

- blocks Help Center portal and article access for default/Hacker-plan
accounts
- reconciles premium feature flags when a subscription falls back to the
default cloud plan, so `help_center` is disabled immediately instead of
waiting for a later webhook
- preserves existing account `custom_attributes` during Stripe customer
recreation instead of overwriting them
- adds Enterprise coverage for the default-plan access checks on hosted
and custom-domain Help Center routes
- fixes the public access check to use the resolved portal object so
blocked requests return the intended response instead of raising an
error

## Validation

1. Create or use an account on the default/Hacker cloud plan with an
active portal.
2. Visit the portal home page and a published article on both the
Chatwoot-hosted URL and a configured custom domain.
3. Confirm the Help Center is blocked for that account.
4. Downgrade a paid account back to the default/Hacker plan through the
Stripe webhook flow.
5. Confirm `help_center` is disabled right after the downgrade fallback
is processed and the account can no longer access the Help Center.

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
2026-03-26 23:48:46 -07:00
Sivin Varghese
4517c50227
feat: support bulk select and delete for documents (#13907) 2026-03-26 19:48:12 +05:30
Aakash Bakhle
14df7b3bc1
fix: ai-assist 404 on CE (#13891)
# Pull Request Template

## Description

Relocate controller from enterprise/ to app/ and add
Api::V1::Accounts::Captain::TasksController.prepend_mod_with for EE
overrides.

Fixes: Ai assist giving 404 on CE

## Type of change

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

## How Has This Been Tested?

Please describe the tests that you ran to verify your changes. Provide
instructions so we can reproduce. Please also list any relevant details
for your test configuration.

before:
<img width="482" height="130" alt="image"
src="https://github.com/user-attachments/assets/f51dc28a-ac54-45c4-9015-6f956fdf5057"
/>

after:
<img width="458" height="182" alt="image"
src="https://github.com/user-attachments/assets/eb86a679-5482-4157-9f4e-f3e9953d8649"
/>


## 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
- [x] Any dependent changes have been merged and published in downstream
modules

Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2026-03-24 16:58:11 +05:30
Aakash Bakhle
3c0d55f87a
fix: handoff only if conversation pending (#13882)
# Pull Request Template

## Description

- Skip handoff when the conversation is no longer pending. 
- Fetch conversation status with Conversation.uncached to avoid stale
query cache when checking pending state.

## Type of change

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

## How Has This Been Tested?

Please describe the tests that you ran to verify your changes. Provide
instructions so we can reproduce. Please also list any relevant details
for your test configuration.

Difficult to reproduce locally, but seen a couple of conversations where
bot hands off an extra time or Captain re-generates usually due to a
retry on FaradayTimeoutError but at perform time, the conversation
status is stale so it appears as if Captain responded in an open
conversation.

## 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
- [x] Any dependent changes have been merged and published in downstream
modules
2026-03-23 17:09:58 +05:30