Commit Graph

54 Commits

Author SHA1 Message Date
Codex CLI
1cbc9f1123 fix(captain): keep faq policy patch scoped 2026-05-04 13:21:38 +00:00
Codex CLI
689cc114f8 fix(captain): allow agents to manage FAQs 2026-05-04 13:16:47 +00:00
Codex CLI
d670c5644b fix(captain/reservations): prioritize confirmed bookings 2026-05-03 11:03:38 +00:00
Rodribm10
28e880d7b6 feat(captain/hermes-builder): aba Verificação com 22+ checks + reparo automático
UI nova dentro do Construtor (Hermes) — TabBar com Chat e Verificação.
Verificação roda HermesBuilder::Validator (DB+runtime) e exibe resultado
agrupado por categoria, com botão Refazer inline em FAIL/WARN reparáveis.

Backend (porta dos checks DB do CLI bin/hermes-validate):
- HermesBuilder::Validator com 22+ checks: engine, profile, port,
  secret, parent, unit, Brand, CaptainInbox sync (o bug que travou
  Juliana), pricing dry-run, Inter creds, typing/response_delay,
  registry MCP completo.
- HermesBuilder::Repairer com 4 handlers automáticos: set_engine_hermes,
  sync_captain_inbox_unit, set_default_typing_delay,
  set_default_response_delay.
- Endpoints novos: GET assistants, GET validate?slug=, POST repair.

Frontend:
- builder/Index.vue: wrapper com TabBar.
- builder/BuilderChat.vue: extraído do Index original.
- builder/BuilderVerification.vue: dropdown + Conferir agora + lista
  agrupada por categoria com badges + botão Refazer inline.

i18n: keys em pt_BR e en sob CAPTAIN_HERMES_BUILDER.VERIFY.*.

Filesystem/systemd checks ficam pro CLI hermes-validate (Rails container
não enxerga /root/.hermes/profiles do host).

Validado HTTP: GET /validate?slug=juliana_qnn1 → 28 PASS / 0 FAIL / 1 WARN.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-02 15:27:40 -03:00
Rodribm10
3182002bd9 feat(captain): engine column + DB-driven Hermes routing + Express pricing
Marca cada Captain::Assistant com engine ('captain_interno' | 'hermes')
e move o roteamento Hermes do env var pro banco — admin troca engine
re-apontando a inbox no painel, sem deploy. Mantém fallback pras env
vars antigas (CAPTAIN_HERMES_INBOX_IDS etc) durante a migração gradual,
pra não quebrar Valentina antes da re-associação.

Frontend: badge "Hermes" (âmbar) ou "Interno" (cinza) ao lado de cada
assistant no dropdown switcher e no card da listagem, com chaves i18n
em en + pt_BR.

Tabela de preço (pricing_tables.rb): adiciona unit Express (id=5) e
estende a estrutura pra aceitar preço por dia da semana
(mon_wed/thu_sun) — necessário pro Express, retrocompatível com Dolce
Amore (preço único).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-02 07:54:01 -03:00
Rodribm10
5f6aed05c9 fix(captain/hermes-builder): callback resolve session via last_session
Bug: Hermes nao propaga chat_id no metadata do callback. Callback
controller nao conseguia resolver qual session armazenar a resposta.
WARN "no session_key resolvable — ignorando" descartava todas as
respostas do Construtor.

Fix: HermesBuilder::Storage.remember_last_session() grava ultima
session por account quando admin chama /start ou /create. Callback
le essa key via last_session_for(account_id). MVP-safe pra 1 admin
por conta.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-01 22:53:43 -03:00
Rodribm10
041766b427 fix(captain/hermes-builder): namespace controller correto + botao iniciar
Bug: controller estava em enterprise/api/v1/accounts/captain/ com namespace
Enterprise:: — convencao Chatwoot eh enterprise/app/controllers/api/v1/...
direto, classe Api::V1::Accounts::Captain::HermesBuilderController. Sem
namespace Enterprise::. 404 acontecia porque rotas registravam Captain::
sem prefixo Enterprise::.

Move controller pro path correto. Remove diretorios vazios criados.

UX: adiciona endpoint POST /start que envia comando-gatilho oculto pro
Construtor comecar fluxo socratico — admin nao precisa digitar primeira
mensagem. Vue mostra empty state com botao "Iniciar criacao" em vez de
exigir mensagem inicial.

i18n keys novas: START + EMPTY_STATE atualizado em pt_BR + en.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-01 22:06:04 -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
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
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
Rodrigo Borba
84fff38d94 refactor: move notification templates de units para inboxes
- Arquitetura corrigida: templates agora pertencem à inbox (WhatsApp),
  não à unidade PIX (que é uma config financeira, não de mensagens)
- Migration: troca FK captain_unit_id -> inbox_id (up/down explícito)
- Model: belongs_to :inbox; scope for_inbox
- Controller: escopo via account.inboxes.find(inbox_id)
- Rotas: move de captain/units/:id → inboxes/:id/notification_templates
- Scanner job: joins(:conversation).where(conversations: {inbox_id:})
- UI: página /captain/notifications com seletor de inbox no topo
  (chips clicáveis, templates carregam por watch no selectedInboxId)
- i18n PT/EN: novas keys INBOX_LABEL, SELECT_INBOX_HINT, EMPTY
2026-03-01 22:17:27 -03:00
Rodrigo Borba
44908f32d1 feat: sistema de notificações de reserva com templates configuráveis
- Adiciona check_in_at/duration_hours ao schema do tool CreateReservationIntent
  para que a IA capture o horário EXATO de chegada informado pelo cliente
- Cria captain_notification_templates: label, content, timing_minutes,
  timing_direction (before/after), active, position
- Implementa SendNotificationService com interpolação de variáveis
  (guest_name, check_in_time, check_out_time, suite_name, unit_name)
- Implementa NotificationScannerJob (Sidekiq-cron a cada 5min) com
  janela de tolerância de ±5min e idempotência via metadata JSONB
- API REST: /captain/units/:unit_id/notification_templates (CRUD)
- Store Vuex captainNotificationTemplates + API client
- UI: página de gestão de templates com editor inline e botão '+'
- Configura rota captain_settings_notifications
- i18n PT/EN para todas as strings novas
- Rubocop e ESLint: zero offenses
2026-03-01 21:53:11 -03:00
Rodrigo Borba
7108bb135e feat(captain): permite criacao manual de reserva via painel e conversa 2026-03-01 03:07:44 -03:00
Rodrigo Borba
c1b8534ea7 feat: Adiciona prompt orquestrador configurável para assistentes Captain com editor UI. 2026-02-27 11:57:59 -03:00
Rodrigo Borba
c022f4ce5d feat(units): allow one Pix unit to link to multiple inboxes (N:N) 2026-02-26 21:33:23 -03:00
Rodrigo Borba
0e7dc282c4 chore(style): fix rubocop offenses and update typing indicators 2026-02-25 15:06:58 -03:00
gabrieljablonski
9a4c5058f3 Merge branch 'main' into chore/merge-upstream-4.11.0 2026-02-17 23:05:26 -03:00
Shivam Mishra
6a482926b4
feat: new Captain Editor (#13235)
Co-authored-by: Aakash Bakhle <48802744+aakashb95@users.noreply.github.com>
Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: aakashb95 <aakashbakhle@gmail.com>
2026-01-21 13:39:07 +05:30
gabrieljablonski
8d4a6b856a Merge branch main into chore/merge-upstream-4.7.0 2025-10-16 12:08:20 -03:00
Shivam Mishra
9fb0dfa4a7
feat: Add UI for custom tools (#12585)
### Tools list

<img width="2316" height="666" alt="CleanShot 2025-10-03 at 20 42 41@2x"
src="https://github.com/user-attachments/assets/ccbffd16-804d-4eb8-9c64-2d1cfd407e4e"
/>

### Tools form 

<img width="2294" height="2202" alt="CleanShot 2025-10-03 at 20 43
05@2x"
src="https://github.com/user-attachments/assets/9f49aa09-75a1-4585-a09d-837ca64139b8"
/>

## Response

<img width="800" height="2144" alt="CleanShot 2025-10-03 at 20 45 56@2x"
src="https://github.com/user-attachments/assets/b0c3c899-6050-4c51-baed-c8fbec5aae61"
/>

---------

Co-authored-by: Pranav <pranavrajs@gmail.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
2025-10-06 09:05:54 -07:00
Shivam Mishra
8bbb8ba5a4
feat(ee): Captain custom http tools (#12584)
To test this out, use the following PR:
https://github.com/chatwoot/chatwoot/pull/12585

---------

Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-10-06 07:53:15 -07:00
gabrieljablonski
18c672c204 Merge branch 'main' into chore/merge-upstream-4.6.0 2025-09-19 19:37:28 -03:00
Shivam Mishra
8f4b252045
feat: allow searching captain responses [CW-5631] (#12463) 2025-09-18 14:44:56 +05:30
Tanmay Deep Sharma
1ba00075ce
feat: Add BE changes for captain pdf support for faq generation (#12113) 2025-08-27 20:31:22 +05:30
gabrieljablonski
801033bd5f Merge branch 'main' into chore/merge-upstream-4.5.0 2025-08-20 11:20:31 -03:00
Shivam Mishra
fcc6e2b8b2
feat: Add feature_citation toggle for Captain assistants (#12052)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-08-11 13:06:20 +05:30
Shivam Mishra
b71a0da10d
feat: scenario tools [CW-4597] (#11908)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
2025-07-21 16:42:12 +05:30
Sivin Varghese
64ba23688b
feat: New GuardRails and Response Guidelines edit page (#11932) 2025-07-16 21:52:25 +05:30
gabrieljablonski
4f0b5cd595 Merge branch 'main' into chatwoot/develop 2025-07-16 09:37:08 -03:00
Tanmay Deep Sharma
61d10044a0
feat: Whatsapp embedded signup (#11612)
## Description

This PR introduces WhatsApp Embedded Signup functionality, enabling
users to connect their WhatsApp Business accounts through Meta's
streamlined OAuth flow without manual webhook configuration. This
significantly improves the user experience by automating the entire
setup process.

**Key Features:**

- Embedded signup flow using Facebook SDK and Meta's OAuth 2.0
- Automatic webhook registration and phone number configuration
- Enhanced provider selection UI with card-based design
- Real-time progress tracking during signup process
- Comprehensive error handling and user feedback


## Required Configuration

The following environment variables must be configured by administrators
before this feature can be used:
Super Admin Configuration (via
super_admin/app_config?config=whatsapp_embedded)

- `WHATSAPP_APP_ID`: The Facebook App ID for WhatsApp Business API
integration
- `WHATSAPP_CONFIGURATION_ID`: The Configuration ID for WhatsApp
Embedded Signup flow (obtained from Meta Developer Portal)
- `WHATSAPP_APP_SECRET`: The App Secret for WhatsApp Embedded Signup
flow (required for token exchange)
![Screenshot 2025-06-09 at 11 21
08 AM](https://github.com/user-attachments/assets/1615fb0d-27fc-4d9e-b193-9be7894ea93a)


## How Has This Been Tested?

#### Backend Tests (RSpec):

- Authentication validation for embedded signup endpoints
- Authorization code validation and error handling
- Missing business parameter validation
- Proper response format for configuration endpoint
- Unauthorized access prevention

#### Manual Test Cases:

- Complete embedded signup flow (happy path)
- Provider selection UI navigation
- Facebook authentication popup handling
- Error scenarios (cancelled auth, invalid business data, API failures)
- Configuration presence/absence behavior

## Related Screenshots:

![Screenshot 2025-06-09 at 7 48
18 PM](https://github.com/user-attachments/assets/34001425-df11-4d78-9424-334461e3178f)
![Screenshot 2025-06-09 at 7 48
22 PM](https://github.com/user-attachments/assets/c09f4964-3aba-4c39-9285-d1e8e37d0e33)
![Screenshot 2025-06-09 at 7 48
32 PM](https://github.com/user-attachments/assets/a34d5382-7a91-4e1c-906e-dc2d570c864a)
![Screenshot 2025-06-09 at 10 43
05 AM](https://github.com/user-attachments/assets/a15840d8-8223-4513-82e4-b08f23c95927)
![Screenshot 2025-06-09 at 10 42
56 AM](https://github.com/user-attachments/assets/8c345022-38b5-44c4-aba2-0cda81389c69)


Fixes
https://linear.app/chatwoot/issue/CW-2131/spec-for-whatsapp-cloud-channels-sign-in-with-facebook

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
2025-07-14 21:37:06 -07:00
Shivam Mishra
4378506a35
feat: add response guidelines and guardrails field (#11911)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-07-15 08:56:03 +05:30
Shivam Mishra
93f18315cc
feat: add Captain::Scenario Model and API [CW-4597] (#11907)
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-07-14 16:12:38 +05:30
Tanmay Deep Sharma
5b9f997fa0
feat: Add the support for images in Captain (#11850) 2025-07-11 23:28:46 +07:00
Pranav
58da92a252
chore: Disable copilot usage after the response count is over (#11845)
Disable copilot if the response usage is over.
2025-06-30 19:06:25 -07:00
Muhsin Keloth
a657b45bd1
feat(revert): "feat: captain image support" (#11841)
Reverts chatwoot/chatwoot#11730
2025-07-01 00:12:07 +05:30
Tanmay Deep Sharma
811eb66615
feat: Add support for image files in Captain (#11730)
# Pull Request Template

## Linear links:
-
https://linear.app/chatwoot/issue/CW-4479/if-image-is-sent-by-the-customer-send-it-to-openai

## Description

This pull request adds “Captain image support” to Chatwoot. It
introduces multimodal message handling so that when a customer sends an
image, Captain can forward the file to OpenAI’s vision endpoint,
generate a caption/analysis
## Type of change

Please delete options that are not relevant.

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

## How Has This Been Tested?

<img width="891" alt="image"
src="https://github.com/user-attachments/assets/c7cc98ed-cc44-4865-a53a-83d129e2fe2c"
/>



## 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: Pranav <pranav@chatwoot.com>
2025-06-25 19:16:09 -07:00
gabrieljablonski
0317803b7c Merge branch 'main' into chore/merge-upstream 2025-05-30 11:03:07 -03:00
Pranav
3a0b5f387d
fix: Update specs, add background response job implementation for copilot threads (#11600)
- Enable jobs by default when a copilot thread or a message is created.
- Rename thread_id to copilot_thread_id to keep it consistent with the
model name
- Add a spec for search_linear_issues service
2025-05-27 14:10:27 -06:00
Pranav
72c5671e09
feat: Add support for the temperature field (#11554)
<img width="460" alt="Screenshot 2025-05-22 at 3 10 22 PM"
src="https://github.com/user-attachments/assets/e1c6bbd7-cd28-4808-99cb-ebc322531987"
/>


This is a stop-gap solution.
2025-05-22 23:03:10 -07:00
Pranav
8c0885e1d2
feat: Add support for realtime-events in copilot-threads and copilot-messages (#11557)
- Add API support for creating a thread
- Add API support for creating a message
- Remove uuid from thread (no longer required, we will use existing
websocket connection to send messages)
- Update message_type to a column (user, assistant, assistant_thinking)
2025-05-22 22:25:05 -07:00
Gabriel Jablonski
ba14d51d23
Merge branch 'fazer-ai/main' into chore/merge-upstream 2025-05-18 11:43:18 -03:00
Pranav
4f4ef0389b
feat: Add support for persistent copilot threads and messages (#11489)
The agents can see the previous conversations with the copilot if needed
with this change. We would have to cleanup the data after a while. For
now, that is not considered.

This PR adds:
- A new model for copilot_threads (intentionally named thread instead of
conversation to avoid confusion), copilot_messages
- Add the controller to fetch previous threads and messages.
2025-05-15 17:37:04 -07:00
Gabriel Jablonski
af4ca9d974
Merge branch 'fazer-ai/main' into chore/merge-upstream 2025-05-02 19:55:54 -03:00
Pranav
fb6409508b
feat: Allow customizing the responses, flows in Captain (#11385)
- Ability to provide custom instructions to captain

<img width="1107" alt="Screenshot 2025-04-28 at 6 11 43 PM"
src="https://github.com/user-attachments/assets/f94cbccc-b4d8-48fd-b6b9-55524129bc50"
/>
2025-04-29 15:42:15 -07:00
Gabriel Jablonski
659c3e7c2f chore: apply Rails/SaveBang cop (#15)
* chore: apply Rails/SaveBang cop

* fix: correct locale validation in category model spec

* fix: update save methods to avoid Rails/SaveBang cop violations
2025-04-03 23:29:24 -03:00
gabrieljablonski
b04b67f148 style: fix linting offense 2025-04-03 23:28:38 -03:00
Sivin Varghese
6eecd84b22
feat: Add support for bulk action for Captain FAQs (#10905)
Co-authored-by: Pranav <pranav@chatwoot.com>
Co-authored-by: Pranav <pranavrajs@gmail.com>
2025-02-27 17:05:33 -08:00