Two behavioural regressions caught in live testing with a real customer
conversation:
1. Ping-pong scenario -> orchestrator -> scenario
build_and_wire_agents was calling scenario_agents.register_handoffs(
assistant_agent), which exposed handoff_to_jasmine as a tool INSIDE
every scenario. Daniela (reservation scenario) kept calling it mid
flow, the orchestrator resumed the turn, and customers got messages
like "Vou te encaminhar para a Daniela..." after ALREADY being with
Daniela. The back-edge is removed. When a customer legitimately
changes topic mid-scenario, pick_starting_agent on the next turn
already routes back to the orchestrator based on conversation state,
so no manual handoff from the scenario side is needed.
2. FAQ_PRICE_PATTERNS was hijacking legitimate routing responses
The previous regex matched the bare words "pernoite", "sinal",
"diaria" WITHOUT requiring a numeric price nearby. A legitimate
handoff response like "Vou transferir para a Daniela para confirmar
a Stilo para pernoite" tripped the guardrail, which then substituted
the response with raw FAQ content about rates. Narrowed to: R$
values, numbers followed by "reais", and the explicit price-noun
variants (preco/preço/valor/preços/valores/custo/custa). Incidental
mentions of stay types no longer trigger.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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>
Real-world test triggered a Sidekiq worker hang on conv 67 after a
message was routed through Daniela: two ResponseBuilderJobs (msg 1318
and 1319) started, emitted typing_on, then never returned. Sidekiq
showed 2/12 workers stuck for 10+ minutes — indefinite.
Root cause likely: Agents::Runner evaluates the orchestrator
instructions lambda multiple times per turn, and our wrapped lambda
calls MemoryPromptInjector#append_memory_block each time. Inside,
RecallService invokes OpenAI embedding API (2s timeout) and pgvector.
Ruby's Timeout.timeout has documented holes on net/http syscalls — if
the embedding API stalls at the socket level, the worker hangs forever
even though the timeout "fired".
Two fixes:
1. Per-message cache in the injector instance: the same
message_text is embedded + queried once, not N times per turn.
Dramatic reduction in network calls + DB queries during a single
agent run. Every call after the first returns the cached block
instantly.
2. Absolute rescue at append_memory_block top level:
rescue StandardError => e; return base_prompt. Even if the whole
memory pipeline throws, the base system prompt passes through and
the agent keeps responding. Memory is NEVER allowed to block a
response — that was already the design intent but the lambda caller
path didn't honor it rigorously enough.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
User feedback revealed a fundamental design issue: the memory model was
accumulating contradictory "Prefere X" facts because a single choice was
being treated as a permanent preference. Result: 3 different
"Prefere suite X" entries coexisting, all at 90% confidence, with
reservation patterns over time (2hrs, 4hrs, pernoite) all claiming to be
the customer's "preferred" duration.
Corrections:
1. ExtractionService prompt — preferencia now requires EXPLICIT
declaration words ("prefiro", "gosto mais de", "sempre escolho",
"adoro", "favorita"). A mere choice in one conversation is NO LONGER
extracted as preferencia — instead it goes to padrao_comportamental
WITH THE DATE in the content (e.g. "Reservou Alexa para pernoite em
23/05/2026"). This makes memory temporal and auditable instead of
imposing fake consistency.
2. Reference date is passed to the LLM prompt via the latest message
timestamp, used as the anchor date the LLM must embed in every
padrao_comportamental content.
3. ContradictionCheckerService — dual threshold:
- cosine < 0.15 → auto-supersede without LLM (pure duplicate)
- 0.15 to 0.6 → ask LLM if contradicts, supersede if yes
- > 0.6 → ignore, unrelated facts
Previously only the middle band existed, so near-duplicate facts like
two "aniversário 23/05" entries or three "prefere suite X" entries
were never cleaned up.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Real test revealed gpt-4o-mini was still:
- Hallucinating suite names ("Aluba" doesn't exist — we only have
Alexa, Stilo, Hidromassagem)
- Extracting cadastral data as memory ("Rodrigo has a CPF", "Name is X")
despite the per-type NÃO examples
Added two sections at the top of the prompt:
1. Business canonical data — explicit whitelist of suite names (Alexa,
Stilo, Hidromassagem) and stay types. Anything else = discard, NO auto-
normalization. LLM must not guess.
2. Cadastral data absolute rule — explicit list of fields that are
profile data, not memory: name, CPF/RG/passport, email/phone/address,
birth date. Plus 5 concrete ❌ examples of what was being wrongly
extracted in the wild.
Existing 9 specs still pass (stub at call_llm; prompt change is
semantic, not structural).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Real-world test revealed the LLM extractor (gpt-4o-mini) was using type
labels too loosely: a customer's QUESTION about parking ("tem
estacionamento?") was classified as 'reclamacao'. Similarly cortesia
generica ("obrigado") was becoming 'feedback_positivo', and transactional
events (CPF informed, reservation made) were becoming memories when they
should be ignored.
Rewrote build_prompt with:
- Per-type strict definition (what it IS)
- YES/NO examples for each of the 9 types, with the most common pitfalls
explicitly shown as NO
- 7 absolute rules, including: questions are never complaints, generic
courtesy is never feedback, agent actions are never customer memory,
transactional events are not long-term facts
- Confidence threshold guidance (>=0.9 only if totally explicit, 0.7-0.89
for strong inference, <0.7 discard)
- "If in doubt, discard — quality > quantity. Most transactional
conversations should return empty facts list"
Existing 9 specs still pass (stub call_llm, so prompt changes don't
affect unit test assertions).
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Real-world observation: OpenAI embedding API takes 200-400ms typical,
plus pgvector query overhead, the 500ms budget was being exceeded
frequently, silently dropping memory recall. Agent typing delay is
already 2-15s humanized, so a 2s recall budget is well within UX
tolerance and gives ~4-5x margin over typical embedding latency.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Problema observado: Daniela chamou generate_pix com arguments vazios apos
cliente informar "27/4". Tool retornou missing_fields=[check_in, amount] e
LLM caiu no fallback silenciosamente.
Correcoes:
- DDMMYYYY_REGEX agora aceita "DD/MM" sem ano (assume ano corrente, empurra
pro proximo ano se a data ja passou)
- parse_date_without_year com fallback explicito
- Instruction da scenario Daniela_Reservas (DB, scenario_id=2) atualizada
para listar todos os 4 parametros obrigatorios de generate_pix e
distinguir requires_input (erro do LLM) de success=false (erro tecnico)
Backup da instruction anterior: /tmp/daniela_instruction_backup_20260418.txt
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Orchestrates guards → render (Liquid) → send pipeline for one delivery.
Handles skip, reschedule, sent, failed states and re-enqueues on reschedule.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Implement guards following the same pass/reschedule/too_stale pattern as QuietHours.
Also fix belongs_to :conversation on Delivery to use class_name: '::Conversation' to avoid namespace resolution failure inside Captain::Lifecycle module.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Pure function mapping reservation events to timestamps; used by Scheduler (T9) to compute fire_at.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- 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)
- Controller grava cpf/ultima_suite/ultima_permanencia/ultima_reserva_em/total_reservas
em contact.custom_attributes (aparece no painel lateral do Chatwoot)
- GenerateReservationLinkTool exige marca/unidade/categoria/permanencia/checkin_at;
retorna erro se Jasmine chamar sem esses dados
Mirrors CheckPixPaymentTool resolve_conversation helpers. No fallback,
Jasmine so precisa passar categoria/permanencia/checkin_at - a tool
preenche nome/telefone/cpf/email a partir do contato.
Cria Captain::Tools::GenerateReservationLinkTool que constrói URL
pré-preenchida do reserva-1001 com dados coletados em conversa.
Registra entrada generate_reservation_link em tools.yml e documenta
RESERVA_1001_BASE_URL no .env.example.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- 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
Implementa a página Relatórios IA com geração de análises semanais
por IA baseadas nas conversas de cada unidade/caixa de entrada.
Funcionalidades:
- Página /settings/captain/reports com dois tabs (Insights IA / Operacional)
- Botão "Gerar Análise" que enfileira job Sidekiq
- Filtro por unidade ou caixa de entrada
- Exibe insights com status (pendente/processando/concluído/falhou)
- Mostra top_topics, ai_failures e period_summary
- Estado vazio com CTA para gerar primeiro relatório
Backend:
- InsightsController com endpoints index/show/generate
- GenerateInsightsJob que processa conversas com LLM
- ConversationInsightService com chunking e merge inteligente
- Migração para adicionar inbox_id à tabela captain_conversation_insights
- Link sidebar "Relatórios IA" em /settings/captain/reports
Frontend:
- Vuex store captainReports com actions/mutations/getters
- API client CaptainReportsAPI (getInsights, generateInsight)
- i18n en e pt_BR para CAPTAIN_REPORTS.*
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Melhorias na ferramenta send_suite_images para resolver confusão entre
categoria e número de suíte:
1. **Descrições de parâmetros mais claras**
- suite_category: exemplos específicos (Hidromassagem, ALEXA, STILO)
- suite_number: apenas números (101, 102, 103) - remove exemplos confusos
2. **Instruções explícitas no system prompt**
- Seção [Galeria de Fotos] com regras claras
- Prioriza suite_category quando ambíguo
- Evita confirmações desnecessárias com cliente
3. **Mensagens de erro melhoradas**
- Sugere buscar por categoria quando busca por número falha
- Feedback mais útil para a IA
Resultado esperado:
- Cliente: "Me manda foto da suite Alexa"
- IA: busca por suite_category="Alexa" ✓ (sem pedir confirmação)
Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
# Pull Request Template
## Description
## Type of change
typo fix
## 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
# Pull Request Template
## Description
Instruments captain v2
## 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.
Local testing:
<img width="864" height="510" alt="image"
src="https://github.com/user-attachments/assets/855ebce5-e8b8-4d22-b0bb-0d413769a6ab"
/>
## 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>
# Pull Request Template
## Description
Reply suggestions uses `search_documentation`. While this is useful,
there is a subtle bug, a user's message may be in a different language
(say spanish) than the FAQs present (english).
This results in embedding search in spanish and compared against english
vectors, which results in poor retrieval and poor suggestions.
Fixes # (issue)
This PR fixes the above behaviour by making a small llm call translate
the query before searching in the search documentation tool
## Type of change
- [x] Bug fix (non-breaking change which fixes an issue)
## How Has This Been Tested?
Please describe the tests that you ran to verify your changes. Provide
instructions so we can reproduce. Please also list any relevant details
for your test configuration.
before:
<img width="894" height="157" alt="image"
src="https://github.com/user-attachments/assets/83871ee5-511e-4432-8b99-39e803759f63"
/>
after:
<img width="1149" height="294" alt="image"
src="https://github.com/user-attachments/assets/f9617d7a-6d48-4ca1-ad1c-2181e16c1f3d"
/>
test on rails console:
<img width="2094" height="380" alt="image"
src="https://github.com/user-attachments/assets/159fdaa5-8808-49d2-be5d-304d69fa97f7"
/>
## 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
# Pull Request Template
## Description
Fixes # (issue)
When we migrated to RubyLLM, images weren't being sent properly in
RubyLLM format to the model, so it did not understand images.
## Type of change
Please delete options that are not relevant.
- [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 + local testing
Current behaviour on staging:
<img width="772" height="1012" alt="image"
src="https://github.com/user-attachments/assets/7b7d360f-dea4-48af-b20b-ee4c98a38a85"
/>
local testing with fix:
<img width="792" height="1216" alt="image"
src="https://github.com/user-attachments/assets/5ef82452-015e-4bda-a68f-884d00acb014"
/>
## 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>
We’ve been watching Sidekiq workers climb from ~600 MB at boot to
1.4–1.5 GB after an hour whenever attachment-heavy jobs run. This PR is
an experiment to curb that growth by streaming attachments instead of
loading the whole blob into Ruby: reply-mailer inline attachments,
Telegram uploads, and audio transcriptions now read/write in chunks. If
this keeps RSS stable in production we’ll keep it; otherwise we’ll roll
it back and keep digging
This PR is the first of many to simplify the process of building an
assistant. The new flow will only require the user’s website. We’ll
automatically crawl it, identify the business name and what the business
does, and then generate a suggested assistant persona, complete with a
proposed name and description.
This service returns the following.
Example: tooljet.com
<img width="795" height="217" alt="Screenshot 2025-10-25 at 2 55 04 PM"
src="https://github.com/user-attachments/assets/9cb3594a-9c9c-4970-a0a1-4c9c8869c193"
/>
Example: replit.com
<img width="797" height="176" alt="Screenshot 2025-10-25 at 2 56 42 PM"
src="https://github.com/user-attachments/assets/6a1b4266-aab6-455f-a5e3-696d3a8243c9"
/>
