Commit Graph

182 Commits

Author SHA1 Message Date
Rodribm10
cf7338a6e2 chore: sync fazer-ai chatwoot 4.13.0 2026-05-06 06:24:46 -03:00
Rodribm10
5ef59ecc12 fix(captain): captain_unit_id em captain_assistants — fim do lookup quebrado
Captain::Assistant agora aponta direto pra Captain::Unit. Antes a relação
ia via CaptainInbox, mas isso quebrou quando re-apontamos as inboxes pros
Hermes — assistants captain_interno (Juliana, Bianca, Lara, Nina,
Valentina) ficaram SEM CaptainInbox associada e o lookup
unit_for(assistant) retornava nil.

Resultado: get_assistant_pricing(3) (Lara) caía no fallback de scenario
text. Construtor reportava "veio cenário/prompt, não tabela estruturada".

Migration adiciona captain_unit_id (FK opcional). Backfill explícito:
- 1 Juliana → unit 3 (Qnn01)
- 2 Bianca → unit 2 (PrimeAL)
- 3 Lara → unit 2 (PrimeAL — mesmo brand)
- 4 Nina → unit 5 (Express)
- 6 Valentina → unit 4 (Dolce Amore)
- 9 Lara.H → unit 2 (via parent_assistant_id=3)

Tools get_assistant_pricing_tool e save_agent_spec_tool atualizados pra
usar assistant.captain_unit primeiro (nova relação direta), com fallback
pro CaptainInbox se nulo (pra retrocompatibilidade).

Validado live: tool retorna grid markdown com Stilo/Alexa/Hidromassagem
em Seg-Qua + Qui-Dom corretamente.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-02 12:45:53 -03:00
Rodribm10
22eab86302 fix(captain/mcp): get_assistant_pricing lê do DB + save_agent_spec expande
ROOT FIX (não paliativo) das 3 lacunas que travavam o Construtor:

1. get_assistant_pricing_tool: lia de Captain::Mcp::PricingTables::TABLES
   (hash Ruby) que NÃO EXISTE MAIS desde a migração pra DB. Caía no
   fallback de scenario raw. Refactor: lê de Captain::PricingCategory +
   Captain::PricingAmount, formata grid markdown agrupado por day_bucket.

2. save_agent_spec_tool: Construtor salvava REFERÊNCIAS
   (pricing_source.copied_from_assistant_id) mas hermes-provision script
   espera DADOS EXPANDIDOS (categories[] com amounts, soul_md+skill_md).
   Refactor: tool agora EXPANDE server-side — busca PricingCategory do
   parent, monta categories array, gera SOUL.md (template + identity +
   disclosure_policy) e SKILL.md (template + pricing + rules + identity).
   Output já é spec consumível pelo script.

3. Captain::PricingAmount::PERIODS: adicionado '1h' (Prime tem 1h).

4. Seed pras 3 units faltando: Hotel Recanto (1) + PrimeAL (2) + Qnn01
   (3). Agora os 6 units existentes têm pricing em DB.

Hot-patched ambos tools + USR1 no Puma. Construtor pronto pra criar
Bianca/Juliana etc end-to-end sem intervenção manual.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-02 12:37:53 -03:00
Rodribm10
7995bc6fe6 feat(captain): pricing em DB + colunas de provisionamento Hermes
Migra a tabela de preços do PricingTables.rb hardcoded pras tabelas
captain_pricing_categories + captain_pricing_amounts no DB. Mantém a
mesma API pública Captain::Mcp::PricingTables.calculate(...) — código
chama o banco via novos modelos Captain::PricingCategory e
Captain::PricingAmount.

Seed db/seed_pricing_tables.rb faz backfill idempotente pra Dolce Amore
(unit 4) e Express (unit 5) com a mesma estrutura que tava no Ruby.

Adiciona em captain_assistants:
- hermes_subscription_secret (gerado pelo script de provisionamento)
- hermes_port (alocado no range 8650-8699)
- parent_assistant_id (link informativo Hermes → captain_interno parent
  pra sombrear FAQs/scenarios via header X-Captain-Assistant-Id)

Adiciona em captain_units: extra_person_fee + currency.

Primeiro milestone do roadmap arquitetural pro Construtor autônomo
(decisões em memory/project_construtor_autonomo_decisions.md).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-02 09:04:50 -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
1b31e88934 chore(captain): ajustes de unit + migration + schema + seed README
Pequenos ajustes em Captain::Unit (app + enterprise), migration de seed
inicial dos prompts Jasmine/Daniela, schema regenerado, e atualização do
README de seed_prompts pra refletir o estado atual dos modelos.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-01 11:21:38 -03:00
Rodribm10
c5cd15665e feat(captain): provisionamento automático de Captain::Unit em reserva_hotel.unidades
Hook after_commit on:create no Captain::Unit dispara
ProvisionUnitInSupabaseJob, que upserta a unit em reserva_hotel.unidades
via Supabase REST (UNIQUE on tenant_id+chatwoot_unit_id) e grava IDs no
Captain::Unit (supabase_unit_id, supabase_tenant_id, supabase_marca_id).

Sem isso, criar nova unidade no painel Pix não habilitava roleta — a row
no Supabase ficava ausente e OfferService caía em "tenant não resolvido".

Inclui rake captain:reprovision_unit_in_supabase[id] + provision_all
pra reconciliação manual e migration retroativa.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-01 00:21:20 -03:00
Gabriel Jablonski
72c9821270
feat(whatsapp): add emoji reactions UI (#276)
* feat(whatsapp): add emoji reactions UI

Adds end-to-end agent UI for emoji reactions on WhatsApp inboxes
(Cloud API, Baileys, Z-API). Reactions arrive as Messages with
is_reaction=true; this PR exposes them in the bubble UI and lets
agents react with toggle/replace/remove semantics.

- Add POST /reactions endpoint with toggle/replace logic that handles
  multi-device echoes from the same connected number
- Add Channel::Whatsapp#supports_reactions? capability
- Add Message.hide_removed_reactions scope and use it in conversation
  card preview / last_non_activity_message
- Enrich last_non_activity_message with in_reply_to_snippet for
  reaction previews in chat list
- Frontend: hover EmojiReactionPicker (8 quick + full picker) with
  alignment-aware positioning, single ReactionDisplay chip aggregating
  emojis with total count, conversation card preview shows "Você
  reagiu" for own/multi-device echoes

* fix: address CodeRabbit review feedback

- MessagePreview: render "Você" for outgoing reaction echoes that have no
  sender (multi-device echoes from the connected number)
- MessagesView#findCurrentUserReaction: prefer active reactions over
  deleted rows so a stale deleted echo cannot hijack the toggle target
- conversationHelper: drop removed reactions up-front so the activity
  fallback never returns null when older non-removed messages exist
- imap_import rake: wrap IMAP work in begin/ensure so the session is
  closed even when uid_search/scan_new_email_uids raises
- ReactionDisplay: include reaction.id in the user row so v-for keys
  stay stable across re-renders

* fix: address CodeRabbit round 2 feedback

- enterprise Message override of mark_pending_conversation_as_open_for_human_response
  now early-returns on reaction? so reactions can no longer auto-open Captain-pending
  conversations (matches the OSS guard)
- whatsapp incoming reaction-removal handlers (Cloud/Baileys/Z-API) look up the
  reaction Message globally by sender instead of through the inbound conversation
  scope, then operate on existing.conversation; otherwise an old/resolved thread
  could be silently no-op'd while the inbound flow created a stray empty thread
- EmojiReactionPicker: localize quick-emoji tooltip labels via i18n keys
- Message.vue: track pendingTimeouts and clear them on unmount so the cooldown
  setTimeout no longer touches state after teardown
- toggleMessageReaction action returns the API promise so callers can reconcile
  if the cable echo is delayed

* fix: address CodeRabbit round 3 feedback

- MessageFinder#page_window: pluck the 20-row window IDs before taking .min
  so the latest page honors PAGE_LIMIT (ActiveRecord's .minimum(:id) ignores
  .limit and aggregates over the whole relation)
- ReactionsController#current_user_reaction: rank active reactions ahead of
  deleted rows (same invariant as the frontend lookup) so a stale deleted
  echo can no longer hijack the toggle target and resurrect itself
- Whatsapp incoming handlers (Cloud, Baileys individual & group, Z-API) now
  branch on reaction_removal? BEFORE set_conversation / find_or_create_group_
  conversation, so a blank reaction-removal webhook can never open or create
  a stray thread just to no-op
- Message#reaction?: strict-boolean cast (via ActiveModel::Type::Boolean)
  so a stored string "false" no longer leaks through .present? as truthy

* fix: address CodeRabbit round 4 feedback

- MessageList: anchor unread divider on the filtered visibleMessages
  (firstUnreadId can land on a reaction that's filtered out, otherwise
  the separator silently disappears)
- ReactionDisplay: render the removable user row as a real <button> when
  it's the current user's reaction so keyboard users can focus/activate it
- MessagesView#findCurrentUserReaction: read sender_type from m.sender_type
  OR m.sender?.type so REST-loaded messages match the same row instead of
  spawning a duplicate optimistic reaction
- Whatsapp incoming reaction-removal lookup (Cloud, Baileys, Z-API): pick
  the newest active row first and only fall back to the newest deleted row
  when no active reaction exists, mirroring the controller invariant
- CardMessagePreview: use MESSAGE_TYPE.OUTGOING constant in place of the
  literal 1 for the multi-device reaction echo check

* fix: address CodeRabbit round 5 feedback

- ReactionsController#ensure_target_is_reactable: reject activity,
  template, failed, is_unsupported and missing-source_id targets so the
  API mirrors the client toolbar gate and refuses reactions that could
  never land on WhatsApp
- MessageList reaction aggregator: treat "agent reacted via Chatwoot"
  and "agent reacted via the connected phone" as the same self bucket
  so the chip no longer double-counts the current user when both shapes
  coexist for one target
- internalChat ReactionDisplay: render the removable user row as a real
  <button> so keyboard users can focus and trigger removal (mirrors the
  fix already applied to components-next/message/ReactionDisplay)
- EventDataPresenter#push_last_non_activity_message: reorder
  created_at: :desc before .first so the cable snapshot publishes the
  latest preview instead of the oldest row
- Z-API mark_existing_reaction_as_removed: drop the blanket
  `return unless incoming_message?` and route the lookup by direction
  (contact sender for incoming removals, senderless outgoing row for
  multi-device removals from the connected phone). Chatwoot-originated
  echoes stay idempotent because the active-first guard finds nothing
  once the controller has flipped deleted=true locally
- spec: assert reaction removal does not change messages.count on the
  in-place Cloud path

* fix: address CodeRabbit round 6 feedback

- ReactionsController: validate the emoji payload is a single grapheme
  cluster containing a Unicode Emoji codepoint (not just <=32 bytes), so
  arbitrary short strings like "ok" or "123" can no longer be persisted
  as a reaction or enqueued as a WhatsApp reaction send
- target_unreactable_error: add the content_attributes['deleted'] guard
  to mirror the frontend picker gate on deleted messages
- IncomingMessageBaseService: move contact_processable? AFTER the
  reaction_removal? early-return so a blocked contact's removal webhook
  can still reconcile an existing reaction row instead of leaving a
  stale chip/preview
- imap_import rake: add safe_close_imap(imap) that falls back to
  disconnect when logout raises Net::IMAP::Error, mirroring
  terminate_imap_connection in BaseFetchEmailService, and replace the
  three ensure-block imap&.logout sites with it

* fix: address CodeRabbit round 7 feedback

- CardMessagePreview: resolve `lastNonActivityMessage` against the live
  `messages` array by id before rendering, so the chat-card preview
  picks up the freshest copy instead of the (possibly stale) snapshot
  that was mutated in place by a reaction toggle / multi-device echo
- Message + ReactionDisplay: thread an `inboxSupportsReactions` →
  `read-only` prop into the chip so non-supported channels (eg.
  360Dialog) render historical reactions without a clickable
  toggle/remove path that would only hit a 422
- conversations/index.js: replace the truthiness `&&` guard around the
  out-of-order MESSAGE_UPDATED check with `Number.isFinite` parsing so
  a malformed/missing `updated_at` is treated as stale instead of
  silently overwriting a fresher local row
- Baileys mark_existing_reaction_as_removed: drop the blanket
  `return unless incoming?` and split the lookup by direction
  (sender for incoming, sender-less outgoing for multi-device removals)
  to mirror the Z-API/Cloud handlers
- Whatsapp reaction-removal lookup (Cloud, Baileys, Z-API): drop the
  fallback to the newest deleted row so a Chatwoot-originated removal
  echo no-ops cleanly instead of bumping `updated_at` and dispatching
  another `conversation.updated`
- conversation jbuilder: explicit `reorder(created_at: :desc)` on
  `last_non_activity_message` so REST and cable both serialize the
  same most-recent preview

* fix: address CodeRabbit round 8 feedback

- ReactionsController#current_user_reaction: also match on
  content_attributes.in_reply_to_external_id = @target_message.source_id
  (via OR with the existing in_reply_to check), so WhatsApp-echoed
  reactions persisted by the incoming handlers — where in_reply_to could
  be blanked if the target wasn't resolvable at save time — are found and
  toggled instead of stacking a duplicate self-reaction
- Mirror the same defensive OR check in the frontend
  MessagesView#findCurrentUserReaction, and thread the target's
  source_id through the toggleReaction event from Message.vue so the
  lookup sees it

* fix: address CodeRabbit round 9 feedback

- emoji_payload_valid?: tighten the final property check from \p{Emoji}
  to \p{Extended_Pictographic} so plain "1", "#", "*" (which Unicode
  tags as Emoji because they're valid keycap bases) are rejected as
  reaction payloads
- EmojiReactionPicker: mirror the translated `title` into `aria-label`
  on the icon-only smile-plus / plus buttons so screen readers announce
  a meaningful action name
- internalChat ReactionDisplay: close the popover when the post-removal
  state would leave ≤1 reactions, so a singleton-user popover never
  lingers after removing one of a pair
- EventDataPresenter + conversation jbuilder: strip HTML before
  truncating `in_reply_to_snippet` so reactions to email/HTML bubbles
  don't surface literal "<p>..." markup in the chat-list preview

* fix: address CodeRabbit round 10 feedback

- MessageList#reactionsByMessageId: break createdAt ties with `<=` so a
  later iteration wins on second-resolution tie; two toggles in the same
  second no longer leave the chip pointing at a stale row
- MessagePreview: require a non-empty `message.attachments` array (via
  `?.length`) before taking the attachment preview branch, so a removed
  reaction with `[]` no longer renders the attachment placeholder
- MessagesView#findCurrentUserReaction: replace the sort-based pick with
  a reduce that deterministically takes the last element on tie, so a
  fast toggle can't hit a stale/deleted row with the same created_at
- Baileys group handler: guard against `@sender_contact.blank?` before
  dispatching mark_existing_reaction_as_removed, otherwise a nil sender
  would fall into the senderless-outgoing branch and match the wrong row
- WhatsApp reaction-removal lookups (Cloud, Baileys, Z-API): scope the
  base query to `inbox_id: inbox.id` so a colliding WhatsApp message id
  across inboxes can never mutate a reaction row from another inbox

* fix: address CodeRabbit round 11 feedback

- ReactionsController#emoji_payload_valid?: broaden the final property
  check to accept flag and keycap emoji. `\p{Extended_Pictographic}` by
  itself is per-codepoint, so 🇧🇷 (two Regional Indicators) and 1️⃣
  (digit + VS16 + U+20E3) failed validation. Allow any grapheme cluster
  that contains at least one pictographic codepoint, a Regional
  Indicator, or the combining keycap, while still rejecting plain
  ASCII like "ok", "1", "#"
- Message.vue#canShowReactionToolbar: hide the picker when the target
  has no provider source_id, mirroring the server guard in
  ReactionsController#target_unreactable_error instead of letting the
  click fall through to a 422
- MessageList#reactionsByMessageId: fall back to a sourceId → id
  lookup when a reaction only carries `inReplyToExternalId` (WhatsApp
  echo / phone-originated), so its chip still renders against the
  target bubble after reload
- getLastMessage: merge the fresher store fields onto the API
  snapshot instead of replacing it, so jbuilder-only enrichments like
  `in_reply_to_snippet` survive the store refresh

* fix(reactions): preserve API fields on card preview and expose a11y state on quick picker

* fix(reactions): consistent originalId resolution, natural PT-BR snippet phrasing, accurate outgoing-echo spec

* fix(reactions): reject requests missing emoji param and align zapi outgoing-echo spec fixture

* fix(reactions): activity preview fallback, camelCase event listener, EN snippet quoting, fromMe group removals, REST chat-only preview

* fix(reactions): reject non-string emoji, scope page reactions to window, exempt reactions from human_response, add cloud multi-device removal

* test(message): isolate hide_removed_reactions deleted-branch from blank-content branch

* fix(reactions): coerce in_reply_to_snippet to plain String

strip_tags returns an ActiveSupport::SafeBuffer; truncate preserves the
class. When this snippet flowed into ActionCableBroadcastJob via the
CONVERSATION_UPDATED dispatch, Sidekiq's strict-args check rejected the
non-native JSON type, raising synchronously through the dispatcher and
turning the reactions controller response into a 500 even though the row
had already persisted. The UI then surfaced the generic 'failed to update
reaction' toast despite the chip rendering correctly.

Wrap with String.new so the broadcast payload contains plain Strings.

* fix(reactions): don't auto-scroll to bottom on reaction add

ADD_MESSAGE emits SCROLL_TO_MESSAGE for every new push, which makes
sense for regular outgoing messages (the user just hit send and wants
to see it). Reactions render as chips on the parent bubble, so the
auto-scroll yanked the agent away from whichever older message they
were reacting to. Skip the emit when the incoming message is flagged
as a reaction.

* fix(reactions): skip scroll on conversation-only updates triggered by reactions

The reactions controller dispatches CONVERSATION_UPDATED so the chat list
preview can refresh in place. UPDATE_CONVERSATION mutation always emitted
SCROLL_TO_MESSAGE for the open conversation, so every toggle yanked the
viewport back to the bottom even after the previous fix in ADD_MESSAGE.
When the refreshed preview row is itself a reaction the update is
preview-only and the scroll is unwanted; for a regular incoming message
the latest non-activity row is the message itself, which still triggers
the scroll as before.

* fix(reactions): anchor compact picker to button side instead of centering

The compact picker was centered on the smile button, so half its width
always extended toward the bubble side and overflowed past the chat edge
on short messages. Anchor it to the button's outer side and nudge 4px
toward the bubble so it lines up with the trigger.

* test(reactions): regression coverage for safebuffer + scroll skip

The previous CodeRabbit rounds shipped three bugs the existing specs
didn't catch: a SafeBuffer return from `strip_tags` that 500'd the
reactions controller via Sidekiq strict-args, and two SCROLL_TO_MESSAGE
emits (one per mutation) that yanked the open conversation to the
bottom on every emoji toggle. Lock all three behaviors.

Also tighten the spec policy in AGENTS.md so new features default to
having specs instead of skipping them.

* test(baileys): align send_message_body helper with id:updated_at format

The reactions PR switched chatwootMessageId to "<id>:<updated_at>" so
toggle/replace cycles get a fresh idempotency key against baileys-api,
but the shared spec helper still merged the bare integer id. 18 baileys
provider specs were silently broken on CI as a result.

* fix(reactions): skip set_contact for unknown reaction-removal webhooks

Reaction-removal cloud webhooks were unconditionally creating a contact
even when the sender was unknown and there was nothing to remove,
because set_contact ran before the reaction_removal? short-circuit
(needed earlier so blocked-contact reconciliation works). Add a
sender-agnostic existence check on the inbox/in_reply_to scope and bail
out before set_contact when no candidate row exists.

Also realign two specs that were not updated when the chatwootMessageId
format gained an `:updated_at` suffix and when zapi reaction-removal
short-circuited instead of creating a Message.

* test(conversation): include last_non_activity_message in push_data fixture

Reactions PR added last_non_activity_message to the push_data payload
but conversation_spec's exact-match expectation wasn't updated, so the
sharded CI shard that landed on this file flipped red.
2026-04-30 21:09:12 -03:00
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
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
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
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
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
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
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
e1273f142b feat(captain-memory): add Captain::ContactMemory model with scopes and lifecycle methods 2026-04-18 23:53:33 -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
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
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
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
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
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
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
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
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
Aakash Bakhle
290dd3abf5
feat: allow captain to access contact attributes (#13850)
# Pull Request Template

## Description

Captain v1 does not have access to contact attributes. Added a toggle to
let user choose if they want contact information available to Captain.

## 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.

Specs and locally
<img width="1924" height="740" alt="CleanShot 2026-03-19 at 18 48 19@2x"
src="https://github.com/user-attachments/assets/353cfeaa-cd58-40eb-89e7-d660a1dc1185"
/>

![Uploading CleanShot 2026-03-19 at 18.53.26@2x.png…]()


## 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
2026-03-20 16:15:06 +05:30
gabrieljablonski
8fcef79847 Merge branch 'chatwoot/develop' into chore/merge-upstream-4.12.0 2026-03-20 00:27:45 -03:00
gabrieljablonski
d3ce2a4cf9 Merge branch 'main' into chore/merge-upstream-4.12.0 2026-03-19 23:24:55 -03:00
Gabriel Jablonski
a996b920e8
feat: group conversations (#228)
* feat: add group and conversation types to contacts and conversations, and implement conversation group membership model

* chore: add factory and specs for conversation group member model

* chore: add group type checks and associations for contacts and conversations

* refactor: remove scopes from ConversationGroupMember model

* refactor: remove scopes from ConversationGroupMember model specs

* refactor: enhance conversation type migration with concurrent indexing

* feat: add is_active index and scopes to ConversationGroupMember model

* feat: implement GroupConversationHandler for managing group conversations

* feat: add group_type attribute to contact creation

* fix: update WHATSAPP_CHANNEL_REGEX to allow up to 20 digits to handle group jid

* feat: handle group JID format in remote_jid method

* chore: update group contact info when finding or creating group contact

* chore: refactor and implement contact message handling and message creation logic for baileys single contact conversation

* feat: implement group message handling and metadata fetching in WhatsApp service

* chore: add spec for group type handling in contact creation for individual and group contacts

* chore: add specs for test scopes in conversation group members

* chore: update documentation for sender phone extraction in group conversation handler

* chore: move GroupConversationHandler concern to correct dir

* chore: implement specs for recipient_id handling to individual and group contacts

* chore: add group message handling specs for incoming messages

* chore: enhance group message handling to prevent race conditions

* chore: add group_metadata method to with error handling

* chore: add test for sending messages to group recipients in WhatsappBaileysService

* chore: raise error for unsuccessful response in group_metadata method

* chore: adds tests for group metadata retrieval and error handling

* chore: refactor build_sender_contact_attributes to avoid double call methods

* chore: update error handling for attachment download failure in message creation

* chore: optimize update_contact_info method to use compact hash for updates

* chore: simplify find_or_create_sender_contact method return values

* chore: rename group and individual contact message handlers

* chore: remove pointless comments from group contact message handler methods

* chore: refine sender JID extraction logic to remove unnecessary checks

* chore: remove phone number in spec for group contact attributes

* chore: implement sync_group route

* chore: implement get group_members route

* fix: sync_group participants creation handling

* chore: update contact avatar handling in group message processing

* chore: move sync_group functionality for conversation model

* feat: add sync_group action to ConversationsController and route

* fix: set contact name to phone in group message processing

* chore: refine group member retrieval logic in sync_group service and view

* feat: implement group participants update handling

* feat: implement group updates handling and localization for group activities

* chore: add handling for group membership requests and icon changes

* chore: add authorization for sync_group action in ContactsController

* chore: add sync_group endpoint specs for contact management

* chore: add authorization for sync_group action in ConversationsController

* chore: add specs for sync_group endpoint in ConversationsController

* chore: refactor index action in GroupMembersController for improved conversation filtering

* chore: add request specs for group_members endpoint in ContactsController

* chore: add specs for sync_group method in Conversation model

* chore: add specs for sync_group method in Channel::Whatsapp model

* chore: remove comments in find_or_create_group_conversation method

* chore: add specs for Contacts::SyncGroupService to validate group contact behavior

* chore: add specs for Whatsapp::BaileysHandlers::GroupsUpdate to validate group updates

* chore: add specs for Whatsapp::BaileysHandlers::GroupParticipantsUpdate to handle group participant actions

* chore: add fallback for identifier when contact has no phone_number in SendOnWhatsappService

* chore: add specs for group membership request and icon change handling in MessagesUpsert

* chore: add specs for sync_group method to handle group metadata and participant updates

* chore: update sync_group method to retrieve group members and adjust JSON response

* chore: update conversation query to filter by group type in GroupMembersController

* chore: update conversation creation in group_members_controller_spec to specify conversation_type as group

* chore: update find_or_create_group_conversation to include pending conversations

* chore: refactor sync_group method and enhance specs for group conversation handling

* feat: add GroupEventHelper module for managing group activities and contacts

* chore: refactor group contact inbox and conversation creation methods in group handlers

* chore: remove unnecessary check for blank participant contacts in sync_group_members method

* feat: implement message receipt update handling for WhatsApp integration

* chore: resolve rubocop rule for update_last_seen_at method

* chore: update swagger with endpoints for syncing group information and listing group members

* chore: integrate Contacts::SyncGroupService in group members controller, enhance error handling and update swagger

* chore: include participant information in reaction and quoted message keys for send message in group conversations

* chore: enhance whatsapp_baileys_service with participant handling for message keys

* feat: add skill for writing RSpec tests in the project

* fix: update recipient_id logic to directly use contact identifier for group contacts

* chore: implement group stub message handling for membership requests and icon changes

* fix: update whatsapp inbox source_id validation regex spec

* chore: fix spec for contact syncing group

* chore: remove readTimestamp handling and related tests for message read updates in group

* Cayo oliveira/cu 86af01932/4 backend gerenciamento dos grupos (#221)

* feat: add is_active index and scopes to ConversationGroupMember model

* feat: implement GroupConversationHandler for managing group conversations

* feat: add group_type attribute to contact creation

* fix: update WHATSAPP_CHANNEL_REGEX to allow up to 20 digits to handle group jid

* feat: handle group JID format in remote_jid method

* chore: update group contact info when finding or creating group contact

* chore: refactor and implement contact message handling and message creation logic for baileys single contact conversation

* feat: implement group message handling and metadata fetching in WhatsApp service

* chore: add spec for group type handling in contact creation for individual and group contacts

* chore: add specs for test scopes in conversation group members

* chore: update documentation for sender phone extraction in group conversation handler

* chore: move GroupConversationHandler concern to correct dir

* chore: implement specs for recipient_id handling to individual and group contacts

* chore: add group message handling specs for incoming messages

* chore: enhance group message handling to prevent race conditions

* chore: add group_metadata method to with error handling

* chore: add test for sending messages to group recipients in WhatsappBaileysService

* chore: raise error for unsuccessful response in group_metadata method

* chore: adds tests for group metadata retrieval and error handling

* chore: refactor build_sender_contact_attributes to avoid double call methods

* chore: update error handling for attachment download failure in message creation

* chore: optimize update_contact_info method to use compact hash for updates

* chore: simplify find_or_create_sender_contact method return values

* chore: rename group and individual contact message handlers

* chore: remove pointless comments from group contact message handler methods

* chore: refine sender JID extraction logic to remove unnecessary checks

* chore: remove phone number in spec for group contact attributes

* chore: implement sync_group route

* chore: implement get group_members route

* fix: sync_group participants creation handling

* chore: update contact avatar handling in group message processing

* chore: move sync_group functionality for conversation model

* feat: add sync_group action to ConversationsController and route

* fix: set contact name to phone in group message processing

* chore: refine group member retrieval logic in sync_group service and view

* feat: implement group participants update handling

* feat: implement group updates handling and localization for group activities

* chore: add handling for group membership requests and icon changes

* chore: add authorization for sync_group action in ContactsController

* chore: add sync_group endpoint specs for contact management

* chore: add authorization for sync_group action in ConversationsController

* chore: add specs for sync_group endpoint in ConversationsController

* chore: refactor index action in GroupMembersController for improved conversation filtering

* chore: add request specs for group_members endpoint in ContactsController

* chore: add specs for sync_group method in Conversation model

* chore: add specs for sync_group method in Channel::Whatsapp model

* chore: remove comments in find_or_create_group_conversation method

* chore: add specs for Contacts::SyncGroupService to validate group contact behavior

* chore: add specs for Whatsapp::BaileysHandlers::GroupsUpdate to validate group updates

* chore: add specs for Whatsapp::BaileysHandlers::GroupParticipantsUpdate to handle group participant actions

* chore: add fallback for identifier when contact has no phone_number in SendOnWhatsappService

* chore: add specs for group membership request and icon change handling in MessagesUpsert

* chore: add specs for sync_group method to handle group metadata and participant updates

* chore: update sync_group method to retrieve group members and adjust JSON response

* chore: update conversation query to filter by group type in GroupMembersController

* chore: update conversation creation in group_members_controller_spec to specify conversation_type as group

* chore: update find_or_create_group_conversation to include pending conversations

* chore: refactor sync_group method and enhance specs for group conversation handling

* feat: add GroupEventHelper module for managing group activities and contacts

* chore: refactor group contact inbox and conversation creation methods in group handlers

* chore: remove unnecessary check for blank participant contacts in sync_group_members method

* chore: update swagger with endpoints for syncing group information and listing group members

* chore: integrate Contacts::SyncGroupService in group members controller, enhance error handling and update swagger

* fix: update recipient_id logic to directly use contact identifier for group contacts

* chore: implement group stub message handling for membership requests and icon changes

* fix: update whatsapp inbox source_id validation regex spec

* chore: fix spec for contact syncing group

* fix: optimize update_last_seen_at method to use update_columns

* feat: Implement full frontend and backend support for group conversations

- Added PRD for group conversations detailing frontend and backend requirements.
- Created new Baileys TypeScript definitions for group-related functions.
- Renamed `conversation_type` to `group_type` in the database and updated all references.
- Implemented API serialization for `group_type` in conversation and contact responses.
- Developed Vuex store module for managing group members.
- Created UI components for group management, including group creation, member management, and metadata editing.
- Integrated @mention functionality for group conversations and real-time updates via ActionCable.

* feat: [US-001] - Rename conversation_type to group_type on conversations

- Add migration to rename column and indexes
- Update Conversation model enum to group_type
- Update GroupConversationHandler concern
- Update controllers (contacts, group_members)
- Update all backend specs

* chore: mark US-001 complete, update progress log, fix rubocop annotation

* feat: [US-002] - Serialize group_type fields in API responses

* feat: [US-003] - Add group_type filter to conversations index

* feat: [US-004] - Add group_type to filter_keys.yml and FilterService

* feat: US-005 - Backend group creation endpoint

- Add POST /api/v1/accounts/:account_id/groups endpoint
- Add Groups::CreateService to orchestrate Baileys group creation
- Extend WhatsappBaileysService and BaseService with group management methods
- Add routes for group members, metadata, invite, and join requests
- Returns 403 when agent lacks inbox access, 422 when provider is unavailable

* feat: US-006 - Backend add/remove members and role management endpoints

- Add create/destroy/update actions to GroupMembersController
- Delegate group management methods from Channel::Whatsapp to provider_service
- create adds members via Baileys and creates ConversationGroupMember records
- destroy removes a member by ID and sets is_active false
- update promotes/demotes a member and updates their role

* feat: US-007 - Backend group metadata update endpoint

- Add PATCH /contacts/:id/group_metadata endpoint
- Updates group subject via Baileys and syncs contact name
- Updates group description via Baileys and syncs additional_attributes.description
- Returns 422 when provider is unavailable

* feat: US-008 - Backend invite link management endpoints

- Add GET /contacts/:id/group_invite to retrieve current invite code/url
- Add POST /contacts/:id/group_invite/revoke to revoke and get new invite code/url
- Returns 422 when provider is unavailable

* feat: US-009 - Backend join request management endpoints

- Add GET /contacts/:id/group_join_requests to list pending join requests
- Add POST /contacts/:id/group_join_requests/handle to approve/reject requests
- Uses request_action param to avoid conflict with Rails reserved params[:action]
- Returns 422 when provider is unavailable

* feat: US-010 - Extend MentionService for contact mentions

- Extract mention://contact/ID/Name URIs from message content
- Store mentioned contact IDs in message.content_attributes[mentioned_contacts]
- Existing user/team mention handling unchanged

* feat: US-011 - Frontend API clients for all group endpoints

- Add app/javascript/dashboard/api/groupMembers.js
- Exports 11 methods: getGroupMembers, syncGroup, createGroup, updateGroupMetadata,
  addMembers, removeMembers, updateMemberRole, getInviteLink, revokeInviteLink,
  getPendingRequests, handleJoinRequest

* feat: US-012 - Frontend Vuex store module groupMembers

- Add groupMembers store module with fetch, sync, addMembers, removeMembers, updateMemberRole actions
- Add SET_GROUP_MEMBERS and SET_GROUP_MEMBERS_UI_FLAG mutation types
- Register module in store index

* feat: US-013 - Frontend i18n keys for group features

- Add groups.json with keys for group info, filter, creation modal, metadata editing, invite link, member management, join requests, and mention dropdown
- Register groups.json in i18n locale en/index.js

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* feat: US-014 - Frontend group_type filter in ConversationBasicFilter

- Add chatGroupTypeFilter state, getter, mutation, and action to conversations store
- Add getChatGroupTypeFilter getter
- Add group_type param to ConversationApi.get()
- Add Type filter section to ConversationBasicFilter with All/Individual/Group options
- Persist group_type to UI settings under conversations_filter_by.group_type
- Restore group_type from UI settings on page load
- Include groupType in conversationFilters and pass as group_type param to API

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* feat: US-013 - Frontend — i18n keys for group features (en + pt-BR)

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: [US-014] - Frontend — add group_type filter to ConversationBasicFilter

All implementation was already in place from prior work:
- ConversationBasicFilter.vue has Type section with All/Individual/Group options
- ChatList.vue handles group_type in conversationFilters and restores from UI settings
- Store has setChatGroupTypeFilter action, getChatGroupTypeFilter getter
- API maps groupType → group_type query param

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-015 - Frontend — add group_type to advanced filter system

- Add GROUP_TYPE to CONVERSATION_ATTRIBUTES in filterHelper.js
- Add group_type filter definition in provider.js (components-next)
- Add group_type to legacy advancedFilterItems/index.js and filterAttributeGroups
- Add group_type to automationHelper conditionFilterMaps
- Add group_type to customViewsHelper getValuesForFilter
- Add group_type options to ChatList setParamsForEditFolderModal
- Add GROUP_TYPE i18n key in en and pt_BR advancedFilters.json

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-016 - Frontend — GroupContactInfo basic display

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-017 - Frontend — GroupContactInfo sync button

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-018 - integrate GroupContactInfo in ContactPanel

- Import GroupContactInfo component
- Conditionally render GroupContactInfo when group_type === 'group'
- Keep ContactInfo for individual conversations (no regression)
- Dynamic sidebar title: 'Group' for groups, 'Contact' for individual
- contact_notes and contact_attributes accordion sections unchanged

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-019 - Frontend — group creation UI modal

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-020 - Frontend — member management UI in GroupContactInfo

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-021 - Frontend — group metadata editing UI

Add inline editing for group name, description, and avatar in GroupContactInfo:
- Click group name to edit inline, save on Enter/blur
- Click description to edit inline with textarea, save on blur
- Click avatar to open file picker for upload via contacts/update
- Loading states on all fields during save
- Success/error alerts for all operations
- updateGroupMetadata action added to groupMembers store

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-022 - Frontend — invite link management UI

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-023 - Frontend — join request management UI

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-024 - Frontend — group message bubbles: sender name with color

- Add sender name display above incoming message bubbles in group conversations
- Deterministic color per sender using AVATAR_COLORS palette (name.length % 6)
- Sender name hidden for consecutive messages from the same sender
- Individual conversation bubbles unchanged
- Pass groupWithPrevious and isGroupConversation props through MessageList → Message

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-025 - Frontend — group message bubbles: sender avatar

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: Add Ralph Wiggum AI agent script for managing tool execution and progress tracking

* feat: US-026 - Frontend — @mention dropdown for group conversations

- Create TagGroupMembers.vue component for group member mention suggestions
- Modify Editor.vue: add isGroupConversation/groupContactId props, render
  TagGroupMembers for group non-private context
- Modify ReplyBox.vue: compute isGroupConversation and groupContactId from
  currentChat, pass to WootMessageEditor
- @ mention plugin isAllowed now triggers for group conversations
- In individual conversations or private notes, existing behavior unchanged

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-027 - Frontend — mention rendering in group message bubbles

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-028 - Frontend ActionCable handler for contact.group_synced event

- Backend: Include group_members data in contact.group_synced ActionCable payload
- Frontend: Register contact.group_synced handler in ActionCableConnector
- Frontend: Add setGroupMembers action to groupMembers store for direct commits
- Tests: ActionCable handler spec + groupMembers store spec for new action

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: Update progress tracking for group conversations feature - mark tests as passing

* fix: sender click case mismatch and filter dropdown spacing

- Message.vue: use case-insensitive comparison for sender type check
  (Contact.push_event_data returns 'contact' but SENDER_TYPES.CONTACT is 'Contact')
- ConversationBasicFilter.vue: replace last:mt-4 with flex-col gap-4
  for consistent spacing between all three filter sections

* fix: four bugs found during manual testing review

- ContactPanel.vue: fix i18n key GROUP.INFO.SIDEBAR_TITLE → GROUP.SIDEBAR_TITLE
- groupMembers.js API: fix syncGroup HTTP method GET → POST to match backend route
- group_members_controller.rb: remove SyncGroupService from index action
- filterHelpers.js: add missing group_type case to getValueFromConversation

* docs: update progress with bug fix learnings

* chore: implement group creation functionality in UI components

* chore: add copy invite link functionality and update UI components

* feat: US-041 - Backend — ensure group_type is set on existing contacts and conversations

GroupConversationHandler#update_group_contact_info now sets group_type: :group
on contacts that are incorrectly typed as individual.

GroupConversationHandler#find_or_create_group_conversation updates existing
conversation's group_type to :group if it is currently :individual.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* chore: mark US-041 as complete

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-029 - i18n keys for You badge and group settings (en + pt-BR)

All i18n keys already existed from prior iterations. Verified presence
and updated PRD status.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-030 - fix Baileys API route/method mismatches

Fix on_whatsapp to dig('data') before accessing first element.
Update spec stubs to match { data: [...] } response envelope.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-031 - group_leave, group_setting_update, group_join_approval_mode methods

All methods, delegates, and error handling already implemented.
Verified specs pass.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-032 - persist group settings, invite code, and profile picture during sync

Add try_update_group_avatar to fetch and attach group profile picture
during sync_group. Update spec stubs for profile-picture-url endpoint.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-033 - GroupSettingsController with leave, update, toggle

Controller and routes already implemented. Verified rubocop passes.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-034 - remove inbox_contact_id from provider_config and jbuilder

Already removed in prior iterations. Verified no references remain.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-035 - refactor TagGroupMembers to phone_number matching

Already implemented. Verified excludePhoneNumber prop and filtering.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-036 - remove InboxContact.vue and settings tab

Already removed in prior iterations. Verified no references remain.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-037 - add You badge in GroupContactInfo member list

Already implemented with isOwnMember check and blue badge styling.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-038 - fix inline edit for group name and description

Already implemented with phone number normalization. Verified code.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-039 - group settings section UI with toggles

Already implemented. Settings toggles, API calls, and i18n verified.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-040 - leave group UI with confirmation and auto-resolve

Already implemented. Leave button, confirmation, and API call verified.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-050 - Create GroupMember model and migration

New group_members table with group_contact_id, contact_id, role, is_active.
Unique index on (group_contact_id, contact_id). Associations added to Contact.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-064 - Helper method to find channel from group contact

Add Contact#group_channel to decouple channel lookup from conversations.
Update GroupMembersController and GroupSettingsController to use it.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-052 - Update GroupConversationHandler to use GroupMember

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-057 - Update GroupMembersController to query GroupMember

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-058 - Update GroupSettingsController to not depend on conversations

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-060 - Update group_members jbuilder views

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-059 - Remove group_members association from Conversation model

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat: US-051 - Remove ConversationGroupMember model and table

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* chore: mark all stories complete, update progress

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

* feat(groups): real-time group panel, avatar refresh on icon change, editable name/description

- Add group_type to Conversations::EventDataPresenter#push_data and
  Contact#push_event_data so WebSocket events carry the field, enabling
  the frontend to switch to GroupContactInfo in real-time
- Update handle_icon_change_stub to call try_update_group_avatar with
  force: true, purging the cached avatar and fetching the new one
- Add force parameter to try_update_group_avatar to support re-fetching
- Remove isInboxAdmin gate from name/description editing in
  GroupContactInfo so any user can click to edit (server validates)

* fix(groups): rewrite SyncGroupService and simplify group metadata channel lookup

- Rewrite SyncGroupService to use contact.group_channel directly instead
  of iterating conversations; find or create a conversation for sync
- Simplify GroupMetadataController to use @contact.group_channel instead
  of querying conversations; remove local contact/attribute updates since
  the Baileys API handles persistence via webhook events

* feat(groups): resolve conversations when inbox phone leaves or is removed

- Add resolve_conversations_if_inbox_left to GroupParticipantsUpdate
- Resolves all open/pending conversations when the inbox phone number
  is removed from or leaves a group

* feat(groups): add paginated member list with infinite scroll

- Backend: add pagination to GroupMembersController (page/per_page,
  default 10, ordered admins first); add meta with pagination info
  to the jbuilder response
- Frontend: update groupMembers API to accept page param; add
  APPEND_GROUP_MEMBERS and SET_GROUP_MEMBERS_META mutations; implement
  paginated fetch with append and isFetchingMore flag in store

* feat(groups): support Ctrl+Click on group message sender to open in new tab

- navigateToGroupSender now accepts the event and checks for
  Ctrl/Cmd+Click to open the sender contact in a new tab

* chore(i18n): update leave group confirmation text in en and pt_BR

* fix(groups): handle phone format differences in You badge and admin detection

- Extract phonesMatch helper that compares last 8 digits as fallback,
  handling Brazilian 9th digit discrepancy (e.g. +5587988465072 vs
  +558788465072)
- Apply to both isOwnMember and isInboxAdmin computed properties

* feat(groups): auto-sync members on mount, show existing members immediately

- On mount, fetch existing DB members first so they display instantly
- Then silently attempt a background sync to refresh from WhatsApp
- If sync fails (e.g. WhatsApp disconnected), existing members remain
  displayed without any user-facing error

* fix(groups): pin own member on first page and return inbox phone in meta

The "You" badge was not appearing because the inbox's own member could be
missing from the first paginated page in large groups (admins sorted first).

Backend:
- Pin the inbox's own member at the top of page 1 regardless of sort order
- Return inbox_phone_number in the group members meta response
- Use last-8-digit SQL fallback for Brazilian 9th-digit phone mismatches

Frontend:
- Use meta.inbox_phone_number for the inboxPhone computed
- Fix declaration order to satisfy no-use-before-define lint rule

* fix(groups): fix member action dropdown clipped by overflow container

The promote/demote/remove dropdown menu was invisible because the member
list had `overflow-y-auto max-h-80`, clipping any absolutely-positioned
dropdown rendered inside it.

- Remove overflow container from member list; let the sidebar scroll
- Replace scroll-based infinite loading with IntersectionObserver on a
  sentinel element for cleaner pagination trigger
- All member action logic (promote, demote, remove) was already wired;
  the dropdown is now visible on hover

* fix(groups): keep member action dropdown visible when menu is open

The opacity-0/group-hover classes on the action menu wrapper caused the
DropdownMenu to become invisible as soon as the mouse left the row.
Now the wrapper stays fully opaque while the menu is active.

* fix(groups): move clickaway to member list wrapper to prevent instant close

v-on-clickaway was bound to every member's action div individually.
Clicking the three-dot button on one member fired closeMemberMenu from
all other members' clickaway handlers, closing the menu instantly.

Moved the directive to the single member list container instead.

* feat: add WhatsApp mention conversion (incoming + outgoing)

- New MentionConverterService for bidirectional mention handling
- Incoming: converts @phone/mentionedJid to mention://contact/ URIs
- Outgoing: extracts mention://contact/ URIs into WhatsApp mentions array
- Supports @everyone/todos group mentions
- WhatsApp renderer preserves mention display text instead of raw URI

* fix: preserve mention display text in WhatsApp renderer

mention:// URIs now render as display name text instead of the raw URL
when converting markdown to WhatsApp format

* feat: add @everyone mention option in group conversations

- Everyone item shown at top of mention dropdown
- Searchable by 'all', 'todos', 'everyone' keywords
- i18n keys added for en and pt-BR

* refactor: use Switch component for group settings toggles

- Add disabled prop to Switch component
- Replace custom toggle buttons in GroupContactInfo with Switch
- Loading spinner shown alongside toggle while toggling

* feat(whatsapp): add group sync status tracking (group_left, group_last_synced_at)

* feat(whatsapp): hide group management UI when group_left is true

* fix(groupMembers): include inbox phone number in group members state and sync event

* feat(whatsapp): wrap group settings and leave in Accordion component

* feat(groupMembers): handle group creator modification errors and update error messages

* feat(groupMembers): enhance invite link functionality and clean up UI state after copying

* refactor: remove sync_group functionality from conversations and related specs

* feat(GroupContactInfo): implement scroll-based loading for group members

* docs(swagger): add group API endpoints and remove conversation sync_group

- Remove dead conversation/{id}/sync_group swagger entry and file
- Update group_members.yml with pagination params, POST operation, and $ref schema
- Add swagger for: group_members_member (PATCH/DELETE), group_metadata,
  group_invite, group_invite_revoke, group_join_requests,
  group_join_requests_handle, group_settings, group_settings_leave,
  group_settings_toggle_join_approval, groups/create
- Add group_member schema definition
- Add Groups tag to application tag_groups
- Register all 12 group endpoints in paths/index.yml

* feat(WhatsappBaileysService): enhance mention handling by replacing @DisplayName with @lid/@phone in outgoing text

* feat(groups): move group sync to background job with 15-min cooldown

- Create Contacts::SyncGroupJob that checks group_last_synced_at
  before calling SyncGroupService (skips if < 15 min)
- Controller sync_group now enqueues the job and returns 202 Accepted
- Delete sync_group.json.jbuilder (no longer needed)
- Frontend sync action is fire-and-forget; results via ActionCable
- Auto-trigger sync on conversation select and panel mount
- Remove manual sync button from GroupContactInfo

* fix: show group members list even after leaving group\n\nKeep the members section visible in read-only mode when\ngroup_left is true. Admin actions (add member, promote,\ndemote, remove) remain hidden. Pending Join Requests and\nAdvanced Options also stay hidden.

* fix: disable group name/description/avatar editing when group_left is true

* fix: remove @all mention and fix Enter key in group mention dropdown\n\n- Remove the @all/everyone special mention from TagGroupMembers since\n  no channel provider currently supports mentioning all participants\n- Fix Enter key sending message instead of inserting selected mention\n  in group conversations. The root cause was Editor.vue only emitting\n  toggleUserMention=true for private notes (isPrivate), leaving\n  ReplyBox unaware the group mention dropdown was open. Now also\n  emits for isGroupConversation.\n- Add TagGroupMembers spec covering filtering, exclusion, and emission"

* fix: address PR review feedback for group conversations

- Fix nil safety in group_invites and group_join_requests controllers
  by replacing group_conversation.inbox.channel with @contact.group_channel
- Add before_action guard in group_members_controller to validate
  contact is a group with identifier before create/update/destroy
- Persist metadata locally in group_metadata_controller after
  provider calls (subject -> name, description -> additional_attributes)
- Add server-side allow_group_creation? check in groups_controller
- Add word boundary to mention regex to prevent matching inside words
- Remove useless catch clauses in groupMembers store (try/finally only)
- Default groupType to [] in customViewsHelper to prevent crash
- Fix swagger parameter name mismatch (contact_id -> id) across
  all group endpoint YML files for consistency

* fix: address PR #228 review feedback - strong params, guards, and safety fixes

* fix: dispatch real-time events for Baileys group participant and metadata updates

Both group-participants.update and groups.update handlers were updating
backend data (GroupMember records, Contact attributes) but never
dispatching ActionCable events, leaving the frontend member list and
group metadata stale until manual sync.

Changes:
- Add dispatch_group_synced_event helper to GroupEventHelper concern
- Dispatch CONTACT_GROUP_SYNCED after participant add/remove/promote/demote
- Dispatch CONTACT_GROUP_SYNCED after group subject/description/settings changes
- Frontend: onContactGroupSynced also dispatches contacts/updateContact
  to refresh group name, description and settings in the sidebar

* fix: enhance member menu positioning and close behavior on sidebar scroll

* feat: implement group property updates and enhance toast notifications

* fix: update WhatsApp channel regex to allow optional hyphenated numbers

* feat: implement group admin functionalities including leave, update properties, and toggle join approval

* refactor: simplify group message handling by removing metadata fetching and syncing methods

* chore: remove raph files

* feat: update Portuguese translations for 'Read More' and 'Insert Read More' phrases

* feat: enhance group admin functionalities with join approval and member add modes

* feat: enhance group join request handling by adding removal of handled requests and updating pending join requests

* feat: restrict message sending in announcement mode groups

When a Baileys WhatsApp group has announcement mode enabled (announce=true),
only admin members can send messages. This adds:
- Frontend: disabled editor + banner for non-admin inbox in announcement groups
- Backend: validation in SendOnWhatsappService to reject messages
- Shared phone helper utility extracted from GroupContactInfo
- i18n keys for en and pt_BR

* feat: add group sync job enqueueing and improve avatar update handling

* feat: add functionality to reset invite link and confirm member addition restrictions

* feat: update group name extraction logic to handle nil values

* feat: add inbox admin status handling and update related components

* feat: remove group conversation resolution on leave action

* feat: enhance group sender avatar interaction with tooltip and cursor pointer

* feat: add force option to SyncGroupJob and update related specs

* feat: enhance invite link handling and avatar update logic in group conversations

* chore: remove prd.json

* fix: change group sender name display from block to inline-block for better layout

* feat: add group members loading check and fetch logic in MessagesView and ReplyBox components

* feat: allow id and firstUnreadId props to accept both Number and String types
feat: add vOnClickOutside import to Editor component
feat: enhance Portuguese translations for integrations and settings
fix: change button color in GroupContactInfo component from green to teal

* feat: soft-disabled group conversations with activity tracking

Groups start in a soft-disabled state by default when using Baileys.
Chatwoot still creates group conversations but does not process every
incoming message. Instead, Baileys accumulates group messages and sends
periodic groups.activity webhook events to update last_activity_at.

Backend:
- Add WHATSAPP_GROUPS_ENABLED env var and groups_enabled? class method
- Send groupsEnabled in Baileys connection setup
- Create groups.activity handler to update conversation last_activity_at
- Gate group message processing behind groups_enabled? check
- Expose groups_enabled via inbox API

Frontend:
- Add warning banner with CTA to app.fazer.ai on disabled group conversations
- Disable reply editor for non-private-note mode when groups disabled
- Add i18n strings for en and pt_BR

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: use method for groups disabled banner action to avoid window scope issue

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: broadcast conversation update after groups.activity event

update_columns bypasses ActiveRecord callbacks, so the ActionCable
broadcast was never triggered when last_activity_at changed. Dispatch
a CONVERSATION_UPDATED event explicitly so the sidebar updates in
real-time.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: show unread dot for soft-disabled group conversations with activity

Since soft-disabled groups don't create messages, unread_count is
always 0 and the standard badge won't show. Detect unread state by
comparing last_activity_at > agent_last_seen_at for these groups
and display a teal dot indicator instead of a count badge.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: clear unread dot when agent opens soft-disabled group conversation

The update_last_seen endpoint skipped updating agent_last_seen_at when
there were no unread messages (the throttle path). For soft-disabled
groups that never create messages, this meant the dot indicator could
never be cleared. Add an unseen_activity? check that bypasses the
throttle when last_activity_at > agent_last_seen_at.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* feat: group avatar upload to provider and fix icon change sync

- Route avatar upload through GroupMetadataController to push to WhatsApp
  provider before saving locally
- Add update_group_picture to baileys service and base service
- Fix buildContactFormData crash when social_profiles is undefined
- Make try_update_group_avatar public so GROUP_CHANGE_ICON stub handler
  can call it from outside the service class

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* fix: update specs for group conversations feature changes

- Add groupsEnabled param to setup_channel_provider and handle_channel_error WebMock stubs
- Add group-request-participants-list stub for sync_group tests
- Add group_type to push_event_data expected hash
- Set last_activity_at in throttle tests to prevent unseen_activity? bypass
- Update sync_group delegation expectation to include soft: false
- Stub groups_enabled? in group message handling tests
- Update WhatsApp source_id regex expectation for group contact IDs

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

* chore: add settings file for additional directories configuration

* chore: undo unrelated changes

* chore: remove planning doc, fix migration version, fix swagger param consistency

- Remove planejamento-chat-interno.md (unrelated planning document)
- Fix CreateGroupMembers migration API version from 7.0 to 7.1
- Fix swagger.json: normalize group endpoint paths from {contact_id} to {id}
  to match YAML sources and existing contact sub-resource conventions

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

---------

Co-authored-by: CayoPOliveira <cayoproliveira@gmail.com>
Co-authored-by: Cayo P. R. Oliveira <cayo@fazer.ai>
Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
2026-03-19 21:56:58 -03:00
Gabriel Jablonski
05e0d355dd
fix(captain): prevent clamp ArgumentError when captain limits are negative (#242)
When creating an inbox, `usage_limits` eagerly computes captain limits
even though only the `:inboxes` value is needed. If `total_count` in
`get_captain_limits` resolves to a negative number, `clamp(0, negative)`
raises `ArgumentError: min argument must be less than or equal to max
argument`, causing a 500 on inbox creation.

Ensure `total_count` is floored at 0 so the clamp range is always valid.

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-03-19 20:51:04 -03:00
Aakash Bakhle
ac93290c9a
fix: skip captain auto-open for templates (#13802)
# Pull Request Template

## Description

WhatsApp template messages are treated as outgoing human messages so
conversations are automatically marked Open, preventing Captain from
responding. #13673

This PR fixes the behaviour for template messages, so that captain can
respond to them.

## 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.


## 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
2026-03-16 18:54:12 +05:30
Aakash Bakhle
d6d38cdd7d
feat: captain decides if conversation should be resolved or kept open (#13336)
# Pull Request Template

## Description

captain decides if conversation should be resolved or open

Fixes
https://linear.app/chatwoot/issue/AI-91/make-captain-resolution-time-configurable

Update: Added 2 entries in reporting events:
`conversation_captain_handoff` and `conversation_captain_resolved`

## Type of change

Please delete options that are not relevant.

- [x] New feature (non-breaking change which adds functionality)
- [x] This change requires a documentation update

## 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.

LLM call decides that conversation is resolved, drops a private note
<img width="1228" height="438" alt="image"
src="https://github.com/user-attachments/assets/fb2cf1e9-4b2b-458b-a1e2-45c53d6a0158"
/>

LLM call decides conversation is still open as query was not resolved
<img width="1215" height="573" alt="image"
src="https://github.com/user-attachments/assets/2d1d5322-f567-487e-954e-11ab0798d11c"
/>


## 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: Sojan Jose <sojan@pepalo.com>
2026-03-13 10:03:58 +05:30
Aakash Bakhle
dbe35252bc
fix: Use handoff_key for scenarios (#13755)
# Pull Request Template

## Description

Ensure agent function names stay within OpenAI's 64-char limit
(ai-agents prepends "handoff_to_").

Add HANDOFF_TITLE_SLUG_MAX_LENGTH and
handoff_key generation: persisted records use `scenario_{id}_agent`; new
records use a truncated title slug.
Assistant scenario keys and agent_name now reference the generated
handoff key.

fixes :

`Invalid 'messages[9].tool_calls[0].function.name': string too long.
Expected a string with maximum length 64, but got a string with length
95 instead.`

## 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.

Tested locally
<img width="1806" height="1044" alt="image"
src="https://github.com/user-attachments/assets/40cd7a3d-3d97-43a8-bd56-d3f5d63abbda"
/>

## 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>
2026-03-11 14:01:25 +05:30
Vinay Keerthi
059506b1db
feat: Add automatic favicon fetching for companies (#13013)
## Summary

This Enterprise-only feature automatically fetches a favicon for
companies created with a domain, and adds a batch task to backfill
missing avatars for existing companies. The flow only targets companies
that do not already have an attached avatar, so existing avatars are
left untouched.


## Demo 



https://github.com/user-attachments/assets/d050334e-769f-4e46-b6e7-f7423727a192



## What changed

- Added `Avatar::AvatarFromFaviconJob` to build a Google favicon URL
from the company domain and fetch it through `Avatar::AvatarFromUrlJob`
- Triggered favicon fetching from `Company` with `after_create_commit`
- Added `Companies::FetchAvatarsJob` to batch existing companies that
are missing avatars
- Added `companies:fetch_missing_avatars` under `enterprise/lib/tasks`
- Kept the company-specific implementation inside the Enterprise
boundary
- Stubbed the new favicon request in unrelated specs that now hit this
callback indirectly
- Updated a couple of CI-sensitive specs that were failing due to
callback side effects / reload-safe exception assertions

## How to verify

1. Create a company in Enterprise with a valid domain and no avatar.
2. Confirm that a favicon-based avatar gets attached shortly after
creation.
3. Create another company with a domain and an avatar already attached.
4. Confirm that the existing avatar is not replaced.
5. Run `companies:fetch_missing_avatars`.
6. Confirm that existing companies without avatars get one, while
companies that already have avatars remain unchanged.

## Notes

- This change does not refresh or overwrite existing company avatars
- Favicon fetching only runs for companies with a present domain
- The branch includes the latest `develop`

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Sojan Jose <sojan@pepalo.com>
2026-03-05 18:51:28 -08:00
Aakash Bakhle
374d2258c7
fix: captain talking over support agent (#13673) 2026-03-03 16:13:34 +05:30
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
dc3d1bbcf7 Fix(Captain): Correção na geração de relatórios de IA e adição do status Confirmada nas Reservas 2026-03-01 15:40:10 -03:00
Rodrigo Borba
b546c75f97 fix: Resolve erros de linting e conclui as correções de prompt customizado 2026-02-27 13:02:44 -03:00
Rodrigo Borba
c1b8534ea7 feat: Adiciona prompt orquestrador configurável para assistentes Captain com editor UI. 2026-02-27 11:57:59 -03:00