Spec do Epico A - adiciona Camada 3 (memoria semantica episodica do contato)
ao Captain AI, mantendo as 3 camadas existentes inalteradas.
Decisoes fechadas no brainstorming:
- Extracao ao resolver conversa OU silencio > 30min (100% automatico)
- Validacao: evidence obrigatoria, confidence >= 0.5 (alternativas B/C/D
documentadas como fallback)
- Scope global no recall, atribuicao por source_unit_id pra relatorios
- 9 tipos iniciais, limite 5 fatos/conversa, 50 ativos/contato
- TTL por tipo + supersedencia automatica por contradicao
- LGPD soft-30d -> hard-delete via cron
- 2 feature flags independentes, default OFF
- Epico B (LangGraph/inteligencia) sera spec separado pos-producao
Custo estimado: ~R$ 47/mes no grupo todo.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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>
Inboxes without portal_id were crashing with NoMethodError on save,
blocking landing host creation via UI for any inbox without a portal.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Replaces stub Settings.vue with full implementation: anti-spam guard
form (quiet hours, interval, pause-on-reply, opt-out label) and a
collapsible ConciergeUnitCard per unit (inbox selector, persona name,
knowledge base, key-value variables). Adds CONCIERGE_CONFIGURED /
CONCIERGE_NOT_CONFIGURED i18n keys to en + pt_BR.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Implements Task 13 — replaces the stub History.vue with a real paginated
table filtered by status, and adds DeliveryPreviewModal to show rendered_body.
Also extends i18n keys (TOTAL, PAGINATION, MODAL labels) in en + pt_BR.
Adds CAPTAIN_LIFECYCLE block (en + pt_BR) to captain.json with full
key set for Rules, Wizard, Settings, History and sidebar entry.
Also stages pre-existing uncommitted additions to captain.json from
prior work (KPI, PILLS, QUICK_DATE, CARD, ACTIONS extras for
CAPTAIN_RESERVATIONS) — those were already in the working tree and
belong to the same feature branch.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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>
Wires 3 new captain namespace resources (lifecycle_rules, lifecycle_config,
lifecycle_deliveries) and a member action `patch :concierge` on units.
Includes stub controllers (to be expanded in Tasks 4-7) and passing routing spec.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Replaced broken `association :brand, factory: :captain_brand, account: account`
(FactoryBot cannot evaluate `account` lazily that way) with a transient block
that does `Captain::Brand.find_by(account_id: account.id) || association(...)`,
ensuring the brand always belongs to the same account as the unit.
Adds factory spec (6 examples) confirming standalone create, account override,
and brand reuse all work correctly.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Also fixes double-scheduling bug in scheduler_spec and delivery_spec caused by
after_create_commit hook firing while rules already exist — reservation is now
created before rules in setup so the hook finds nothing to schedule.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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>
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>
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>
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>
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>
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>
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>
Plano de 20 tasks em TDD cobrindo: migrations, models (Rule/Delivery/Config),
extensões em Captain::Unit, 3 métodos interativos em Wuzapi::Client,
EventResolver, Scheduler event-driven, hooks em Captain::Reservation,
ContextBuilder, 6 guards (Opção C quiet hours, max-5, opt-out, etc),
Dispatcher pipeline, DispatcherJob, injeção Liquid de concierge.* no
orchestrator prompt e spec de integração end-to-end.
Out of scope: UI (Fase B) será plano separado após backend validado.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Design para a feature de automação de mensagens WhatsApp baseada em
eventos do ciclo de vida de reserva — 4 componentes isolados (rules
engine, scheduler event-driven, dispatcher pipeline, concierge AI
Sofia), multi-tenant desde o dia 1, com guards anti-ban e injeção
dinâmica de knowledge por unidade via Liquid.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
