feat: allow FAQ management via knowledge-base role

Allow Captain FAQ management through the existing knowledge_base_manage custom role while keeping plain agents read-only for FAQ actions.

app/controllers/api/v1/accounts/captain/reports/insights_controller.rb

@@ -1,13 +1,6 @@
 class Api::V1::Accounts::Captain::Reports::InsightsController < Api::V1::Accounts::BaseController
   def index
-    unit_id = params[:unit_id].present? ? params[:unit_id].to_i : nil
+    insights = filtered_insights.order(period_start: :desc).limit(12)
-    inbox_id = params[:inbox_id].present? ? params[:inbox_id].to_i : nil
-
-    scope = Captain::ConversationInsight.where(account_id: Current.account.id)
-    scope = scope.where(captain_unit_id: unit_id) if unit_id
-    scope = scope.where(inbox_id: inbox_id) if inbox_id
-
-    insights = scope.order(period_start: :desc).limit(12)
 
     render json: insights.map { |i| format_insight(i) }
   end
@@ -39,6 +32,22 @@ class Api::V1::Accounts::Captain::Reports::InsightsController < Api::V1::Account
 
   private
 
+  def filtered_insights
+    scope = Captain::ConversationInsight.where(account_id: Current.account.id)
+    scope = scope.where(captain_unit_id: filter_unit_id) if filter_unit_id
+    scope = scope.where(inbox_id: filter_inbox_id) if filter_inbox_id
+    scope = scope.for_period(*requested_period) if requested_period
+    scope
+  end
+
+  def filter_unit_id
+    params[:unit_id].presence&.to_i
+  end
+
+  def filter_inbox_id
+    params[:inbox_id].presence&.to_i
+  end
+
   def enqueue_insight(unit_id, inbox_id, period_start, period_end)
     insight = find_or_init_insight(unit_id, inbox_id, period_start, period_end)
     return render json: { status: 'processing', message: 'Análise já está em andamento' } if insight.processing?
@@ -77,6 +86,14 @@ class Api::V1::Accounts::Captain::Reports::InsightsController < Api::V1::Account
     default
   end
 
+  def requested_period
+    return nil if params[:period_start].blank? || params[:period_end].blank?
+
+    [Date.parse(params[:period_start].to_s), Date.parse(params[:period_end].to_s)]
+  rescue ArgumentError, TypeError
+    nil
+  end
+
   def format_insight(insight)
     {
       id: insight.id,

app/javascript/dashboard/components-next/captain/assistant/ResponseCard.vue

@@ -10,6 +10,7 @@ import Button from 'dashboard/components-next/button/Button.vue';
 import Checkbox from 'dashboard/components-next/checkbox/Checkbox.vue';
 import Policy from 'dashboard/components/policy.vue';
 import Icon from 'dashboard/components-next/icon/Icon.vue';
+import { PORTAL_PERMISSIONS } from 'dashboard/constants/permissions';
 
 const props = defineProps({
   id: {
@@ -71,6 +72,7 @@ const emit = defineEmits(['action', 'navigate', 'select', 'hover']);
 const { t } = useI18n();
 
 const [showActionsDropdown, toggleDropdown] = useToggle();
+const responseManagePermissions = ['administrator', PORTAL_PERMISSIONS];
 
 const modelValue = computed({
   get: () => props.isSelected,
@@ -142,7 +144,7 @@ const handleDocumentableClick = () => {
       <div v-if="!compact && showMenu" class="flex items-center gap-2">
         <Policy
           v-on-clickaway="() => toggleDropdown(false)"
-          :permissions="['administrator']"
+          :permissions="responseManagePermissions"
           class="relative flex items-center group"
         >
           <Button
@@ -168,7 +170,7 @@ const handleDocumentableClick = () => {
       v-if="!compact"
       class="flex items-start justify-between flex-col-reverse md:flex-row gap-3"
     >
-      <Policy v-if="showActions" :permissions="['administrator']">
+      <Policy v-if="showActions" :permissions="responseManagePermissions">
         <div class="flex items-center gap-2 sm:gap-5 w-full">
           <Button
             v-if="status === 'pending'"

app/javascript/dashboard/components-next/captain/pageComponents/emptyStates/ResponsePageEmptyState.vue

@@ -6,6 +6,7 @@ import Button from 'dashboard/components-next/button/Button.vue';
 import ResponseCard from 'dashboard/components-next/captain/assistant/ResponseCard.vue';
 import FeatureSpotlight from 'dashboard/components-next/feature-spotlight/FeatureSpotlight.vue';
 import { responsesList } from 'dashboard/components-next/captain/pageComponents/emptyStates/captainEmptyStateContent.js';
+import { PORTAL_PERMISSIONS } from 'dashboard/constants/permissions';
 
 import { computed } from 'vue';
 
@@ -28,6 +29,7 @@ const isPending = computed(() => props.variant === 'pending');
 
 const { isOnChatwootCloud } = useAccount();
 const { replaceInstallationName } = useBranding();
+const responseManagePermissions = ['administrator', PORTAL_PERMISSIONS];
 
 const onClick = () => {
   emit('click');
@@ -56,7 +58,7 @@ const onClearFilters = () => {
         : $t('CAPTAIN.RESPONSES.EMPTY_STATE.TITLE')
     "
     :subtitle="isApproved ? $t('CAPTAIN.RESPONSES.EMPTY_STATE.SUBTITLE') : ''"
-    :action-perms="['administrator']"
+    :action-perms="responseManagePermissions"
     :show-backdrop="isApproved"
   >
     <template v-if="isApproved" #empty-state-item>

app/javascript/dashboard/components-next/captain/pageComponents/switcher/AssistantSwitcher.vue

@@ -6,6 +6,7 @@ import { useMapGetter, useStore } from 'dashboard/composables/store.js';
 
 import Button from 'dashboard/components-next/button/Button.vue';
 import Avatar from 'dashboard/components-next/avatar/Avatar.vue';
+import Policy from 'dashboard/components/policy.vue';
 
 const emit = defineEmits(['close', 'createAssistant']);
 
@@ -105,14 +106,16 @@ const openCreateAssistantDialog = () => {
           {{ t('CAPTAIN.ASSISTANT_SWITCHER.SWITCH_ASSISTANT') }}
         </p>
       </div>
-      <Button
+      <Policy :permissions="['administrator']">
-        :label="t('CAPTAIN.ASSISTANT_SWITCHER.NEW_ASSISTANT')"
+        <Button
-        color="slate"
+          :label="t('CAPTAIN.ASSISTANT_SWITCHER.NEW_ASSISTANT')"
-        icon="i-lucide-plus"
+          color="slate"
-        size="sm"
+          icon="i-lucide-plus"
-        class="!bg-n-alpha-2 hover:!bg-n-alpha-3"
+          size="sm"
-        @click="openCreateAssistantDialog"
+          class="!bg-n-alpha-2 hover:!bg-n-alpha-3"
-      />
+          @click="openCreateAssistantDialog"
+        />
+      </Policy>
     </div>
     <div v-if="assistants.length > 0" class="flex flex-col gap-2 px-4">
       <Button

app/javascript/dashboard/routes/dashboard/captain/captain.routes.js

@@ -1,5 +1,6 @@
 import { FEATURE_FLAGS } from 'dashboard/featureFlags';
 import { INSTALLATION_TYPES } from 'dashboard/constants/installationTypes';
+import { PORTAL_PERMISSIONS } from 'dashboard/constants/permissions';
 import { frontendURL } from '../../../helper/URLHelper';
 
 import CaptainPageRouteView from './pages/CaptainPageRouteView.vue';
@@ -31,6 +32,11 @@ const meta = {
   installationTypes: [INSTALLATION_TYPES.CLOUD, INSTALLATION_TYPES.ENTERPRISE],
 };
 
+const knowledgeBaseMeta = {
+  ...meta,
+  permissions: ['administrator', 'agent', PORTAL_PERMISSIONS],
+};
+
 const metaV2 = {
   permissions: ['administrator', 'agent'],
   featureFlag: FEATURE_FLAGS.CAPTAIN_V2,
@@ -42,13 +48,13 @@ const assistantRoutes = [
     path: frontendURL('accounts/:accountId/captain/:assistantId/faqs'),
     component: ResponsesIndex,
     name: 'captain_assistants_responses_index',
-    meta,
+    meta: knowledgeBaseMeta,
   },
   {
     path: frontendURL('accounts/:accountId/captain/:assistantId/documents'),
     component: DocumentsIndex,
     name: 'captain_assistants_documents_index',
-    meta,
+    meta: knowledgeBaseMeta,
   },
   {
     path: frontendURL('accounts/:accountId/captain/:assistantId/tools'),
@@ -78,7 +84,7 @@ const assistantRoutes = [
     path: frontendURL('accounts/:accountId/captain/:assistantId/faqs/pending'),
     component: ResponsesPendingIndex,
     name: 'captain_assistants_responses_pending',
-    meta,
+    meta: knowledgeBaseMeta,
   },
   {
     path: frontendURL('accounts/:accountId/captain/:assistantId/settings'),
@@ -119,7 +125,7 @@ const assistantRoutes = [
     path: frontendURL('accounts/:accountId/captain/:navigationPath'),
     component: AssistantsIndexPage,
     name: 'captain_assistants_index',
-    meta,
+    meta: knowledgeBaseMeta,
   },
 ];
 

app/javascript/dashboard/routes/dashboard/captain/responses/Index.vue

@@ -6,6 +6,8 @@ import { useRouter, useRoute } from 'vue-router';
 import { FEATURE_FLAGS } from 'dashboard/featureFlags';
 import { debounce } from '@chatwoot/utils';
 import { useAccount } from 'dashboard/composables/useAccount';
+import { usePolicy } from 'dashboard/composables/usePolicy';
+import { PORTAL_PERMISSIONS } from 'dashboard/constants/permissions';
 
 import Banner from 'dashboard/components-next/banner/Banner.vue';
 import Input from 'dashboard/components-next/input/Input.vue';
@@ -24,6 +26,7 @@ const router = useRouter();
 const route = useRoute();
 const store = useStore();
 const { isOnChatwootCloud } = useAccount();
+const { checkPermissions } = usePolicy();
 const uiFlags = useMapGetter('captainResponses/getUIFlags');
 const responseMeta = useMapGetter('captainResponses/getMeta');
 const responses = useMapGetter('captainResponses/getRecords');
@@ -38,6 +41,10 @@ const searchQuery = ref('');
 const { t } = useI18n();
 
 const createDialog = ref(null);
+const responseManagePermissions = ['administrator', PORTAL_PERMISSIONS];
+const canManageResponses = computed(() =>
+  checkPermissions(responseManagePermissions)
+);
 
 const selectedAssistantId = computed(() => Number(route.params.assistantId));
 
@@ -206,7 +213,7 @@ onMounted(() => {
   <PageLayout
     :total-count="responseMeta.totalCount"
     :current-page="responseMeta.page"
-    :button-policy="['administrator']"
+    :button-policy="responseManagePermissions"
     :header-title="$t('CAPTAIN.RESPONSES.HEADER')"
     :button-label="$t('CAPTAIN.RESPONSES.ADD_NEW')"
     :is-fetching="isFetching"
@@ -247,6 +254,7 @@ onMounted(() => {
 
     <template #subHeader>
       <BulkSelectBar
+        v-if="canManageResponses"
         v-model="bulkSelectedIds"
         :all-items="responses"
         :select-all-label="buildSelectedCountLabel"
@@ -293,8 +301,11 @@ onMounted(() => {
           :created-at="response.created_at"
           :updated-at="response.updated_at"
           :is-selected="bulkSelectedIds.has(response.id)"
-          :selectable="hoveredCard === response.id || bulkSelectedIds.size > 0"
+          :selectable="
-          :show-menu="!bulkSelectedIds.has(response.id)"
+            canManageResponses &&
+            (hoveredCard === response.id || bulkSelectedIds.size > 0)
+          "
+          :show-menu="canManageResponses && !bulkSelectedIds.has(response.id)"
           :show-actions="false"
           @action="handleAction"
           @navigate="handleNavigationAction"

app/javascript/dashboard/routes/dashboard/captain/responses/Pending.vue

@@ -7,6 +7,8 @@ import { useRouter, useRoute } from 'vue-router';
 import { FEATURE_FLAGS } from 'dashboard/featureFlags';
 import { debounce } from '@chatwoot/utils';
 import { useAccount } from 'dashboard/composables/useAccount';
+import { usePolicy } from 'dashboard/composables/usePolicy';
+import { PORTAL_PERMISSIONS } from 'dashboard/constants/permissions';
 
 import Button from 'dashboard/components-next/button/Button.vue';
 import Input from 'dashboard/components-next/input/Input.vue';
@@ -25,6 +27,7 @@ const router = useRouter();
 const route = useRoute();
 const store = useStore();
 const { isOnChatwootCloud } = useAccount();
+const { checkPermissions } = usePolicy();
 const uiFlags = useMapGetter('captainResponses/getUIFlags');
 const responseMeta = useMapGetter('captainResponses/getMeta');
 const responses = useMapGetter('captainResponses/getRecords');
@@ -40,6 +43,10 @@ const searchQuery = ref('');
 const { t } = useI18n();
 
 const createDialog = ref(null);
+const responseManagePermissions = ['administrator', PORTAL_PERMISSIONS];
+const canManageResponses = computed(() =>
+  checkPermissions(responseManagePermissions)
+);
 
 const backUrl = computed(() => ({
   name: 'captain_assistants_responses_index',
@@ -286,6 +293,7 @@ onMounted(() => {
 
     <template #subHeader>
       <BulkSelectBar
+        v-if="canManageResponses"
         v-model="bulkSelectedIds"
         :all-items="filteredResponses"
         :select-all-label="buildSelectedCountLabel"
@@ -338,9 +346,14 @@ onMounted(() => {
           :created-at="response.created_at"
           :updated-at="response.updated_at"
           :is-selected="bulkSelectedIds.has(response.id)"
-          :selectable="hoveredCard === response.id || bulkSelectedIds.size > 0"
+          :selectable="
+            canManageResponses &&
+            (hoveredCard === response.id || bulkSelectedIds.size > 0)
+          "
           :show-menu="false"
-          :show-actions="!bulkSelectedIds.has(response.id)"
+          :show-actions="
+            canManageResponses && !bulkSelectedIds.has(response.id)
+          "
           @action="handleAction"
           @navigate="handleNavigationAction"
           @select="handleCardSelect"

app/javascript/dashboard/routes/dashboard/settings/captain/reports/Index.vue

@@ -253,12 +253,22 @@ const fetchLpStats = async () => {
 
 let pollInterval = null;
 
+const insightFilterParams = () => {
+  const { period_start, period_end } = getPeriodDates(selectedPeriod.value);
+  return {
+    ...(selectedInboxId.value && { inbox_id: selectedInboxId.value }),
+    ...(period_start && period_end && { period_start, period_end }),
+  };
+};
+
+const fetchInsightsForSelectedFilters = async () => {
+  await store.dispatch('captainReports/fetchInsights', insightFilterParams());
+};
+
 const startPolling = () => {
   if (pollInterval) return;
   pollInterval = setInterval(async () => {
-    await store.dispatch('captainReports/fetchInsights', {
+    await fetchInsightsForSelectedFilters();
-      inbox_id: selectedInboxId.value,
-    });
   }, 10000);
 };
 
@@ -289,6 +299,7 @@ watch(activeTab, async tab => {
 watch([customStartDate, customEndDate], async () => {
   if (selectedPeriod.value !== 'custom') return;
   if (!customStartDate.value || !customEndDate.value) return;
+  await fetchInsightsForSelectedFilters();
   if (activeTab.value === 'landing_pages') await fetchLpStats();
   if (activeTab.value === 'operational') await fetchOperational();
   if (activeTab.value === 'executive') await fetchExecutive();
@@ -308,7 +319,7 @@ watch(
 onMounted(async () => {
   await store.dispatch('inboxes/get');
   await store.dispatch('captainAssistants/get');
-  await store.dispatch('captainReports/fetchInsights', {});
+  await fetchInsightsForSelectedFilters();
   if (hasProcessingInsights.value) startPolling();
   await fetchLpStats();
 });
@@ -320,9 +331,7 @@ onUnmounted(() => {
 const onFilterChange = async event => {
   const value = event.target.value;
   selectedInboxId.value = value ? Number(value) : null;
-  await store.dispatch('captainReports/fetchInsights', {
+  await fetchInsightsForSelectedFilters();
-    inbox_id: selectedInboxId.value,
-  });
   if (activeTab.value === 'landing_pages') await fetchLpStats();
   if (activeTab.value === 'operational') await fetchOperational();
   if (activeTab.value === 'executive') await fetchExecutive();
@@ -330,6 +339,7 @@ const onFilterChange = async event => {
 
 const onPeriodChange = async event => {
   selectedPeriod.value = event.target.value;
+  await fetchInsightsForSelectedFilters();
   if (activeTab.value === 'landing_pages') await fetchLpStats();
   if (activeTab.value === 'operational') await fetchOperational();
   if (activeTab.value === 'executive') await fetchExecutive();

db/migrate/20260506183716_add_manual_pix_to_captain_units.rb

@@ -0,0 +1,19 @@
+class AddManualPixToCaptainUnits < ActiveRecord::Migration[7.1]
+  disable_ddl_transaction!
+
+  def change
+    add_column :captain_units, :pix_mode, :string, default: 'inter_dynamic', null: false
+    add_column :captain_units, :manual_pix_key, :string
+    add_column :captain_units, :manual_pix_key_type, :string
+    add_column :captain_units, :manual_pix_owner_name, :string
+    add_column :captain_units, :manual_pix_bank_name, :string
+
+    add_index :captain_units, :pix_mode, algorithm: :concurrently
+
+    add_column :captain_pix_charges, :provider, :string, default: 'inter', null: false
+    add_column :captain_pix_charges, :manual_proof_payload, :jsonb
+    add_column :captain_pix_charges, :manual_review_reason, :string
+
+    add_index :captain_pix_charges, :provider, algorithm: :concurrently
+  end
+end

enterprise/app/jobs/captain/reports/generate_insights_job.rb

@@ -46,17 +46,21 @@ class Captain::Reports::GenerateInsightsJob < ApplicationJob
       account: account,
       unit: unit,
       inbox: inbox,
-      conversations: conversations
+      conversations: conversations,
+      period_start: period_start,
+      period_end: period_end
     ).analyze
 
-    insight.update!(messages_count: conversations.sum { |conv| conv.messages.count })
+    insight.update!(messages_count: messages_in_period(conversations, period_start, period_end).count)
     insight.mark_done!(payload)
   end
 
   def fetch_conversations(account, unit, inbox, period_start, period_end)
     scope = account.conversations
-                   .where(created_at: period_start.beginning_of_day..period_end.end_of_day)
+                   .joins(:messages)
-                   .includes(:messages)
+                   .where(messages: { created_at: period_start.beginning_of_day..period_end.end_of_day })
+                   .where.not(messages: { message_type: [Message.message_types[:activity], Message.message_types[:template]] })
+                   .where(messages: { private: false })
 
     if inbox
       scope = scope.where(inbox_id: inbox.id)
@@ -65,6 +69,19 @@ class Captain::Reports::GenerateInsightsJob < ApplicationJob
       scope = scope.where(inbox_id: inbox_ids) if inbox_ids.any?
     end
 
-    scope.to_a
+    account.conversations
+           .where(id: scope.select(:id).distinct)
+           .includes(:inbox, :contact, :messages)
+           .to_a
+  end
+
+  def messages_in_period(conversations, period_start, period_end)
+    conversation_ids = conversations.map(&:id)
+    return Message.none if conversation_ids.empty?
+
+    Message.where(conversation_id: conversation_ids)
+           .where(created_at: period_start.beginning_of_day..period_end.end_of_day)
+           .where.not(message_type: %i[activity template])
+           .where(private: false)
   end
 end

enterprise/app/models/captain/pix_charge.rb

@@ -36,11 +36,29 @@ class Captain::PixCharge < ApplicationRecord
   belongs_to :reservation, class_name: 'Captain::Reservation'
   belongs_to :unit, class_name: 'Captain::Unit'
 
-  enum status: { active: 'active', paid: 'paid', expired: 'expired', failed: 'failed' }
+  enum status: {
+    active: 'active',
+    paid: 'paid',
+    expired: 'expired',
+    failed: 'failed',
+    awaiting_proof: 'awaiting_proof',
+    pending_review: 'pending_review'
+  }
 
   validates :txid, presence: true, uniqueness: true
   validates :unit_id, presence: true
 
+  scope :manual, -> { where(provider: 'manual') }
+  scope :inter, -> { where(provider: 'inter') }
+
+  def manual?
+    provider.to_s == 'manual'
+  end
+
+  def inter?
+    provider.to_s == 'inter'
+  end
+
   after_create_commit :post_internal_pix_sent_note
   after_create_commit :enqueue_retention_recalc
   after_update_commit :enqueue_retention_recalc_on_status_change
@@ -64,16 +82,7 @@ class Captain::PixCharge < ApplicationRecord
     conversation = reservation&.conversation
     return if conversation.blank?
 
-    value = original_value.to_f
+    content = manual? ? manual_pix_note_content : inter_pix_note_content
-    expires_fmt = expires_at&.strftime('%d/%m/%Y %H:%M') || '—'
-
-    content = [
-      '💸 *PIX enviado ao cliente* — aguardando pagamento',
-      "Valor: R$ #{format('%.2f', value)}",
-      "Txid: #{txid}",
-      "Expira em: #{expires_fmt}",
-      "Reserva ##{reservation_id}"
-    ].join("\n")
 
     Messages::MessageBuilder.new(
       nil,
@@ -110,6 +119,34 @@ class Captain::PixCharge < ApplicationRecord
       return val.to_f if val.present?
     end
 
+    if manual?
+      deposit = reservation&.metadata.to_h['deposit_amount']
+      return deposit.to_f if deposit.present?
+    end
+
     reservation&.total_amount
   end
+
+  private
+
+  def manual_pix_note_content
+    [
+      '💸 *PIX MANUAL enviado ao cliente* — aguardando comprovante',
+      "Valor: R$ #{format('%.2f', original_value.to_f)}",
+      "Chave: #{unit&.manual_pix_key} (#{unit&.manual_pix_bank_name})",
+      "Beneficiário esperado: #{unit&.manual_pix_owner_name}",
+      "Reserva ##{reservation_id}"
+    ].join("\n")
+  end
+
+  def inter_pix_note_content
+    expires_fmt = expires_at&.strftime('%d/%m/%Y %H:%M') || '—'
+    [
+      '💸 *PIX enviado ao cliente* — aguardando pagamento',
+      "Valor: R$ #{format('%.2f', original_value.to_f)}",
+      "Txid: #{txid}",
+      "Expira em: #{expires_fmt}",
+      "Reserva ##{reservation_id}"
+    ].join("\n")
+  end
 end

enterprise/app/models/captain/unit.rb

@@ -74,9 +74,14 @@ class Captain::Unit < ApplicationRecord
   encrypts :inter_key_content
 
   enum status: { active: 'active', inactive: 'inactive' }, _default: 'active'
+  enum pix_mode: { inter_dynamic: 'inter_dynamic', manual_static: 'manual_static' }, _default: 'inter_dynamic', _prefix: true
+
+  MANUAL_PIX_KEY_TYPES = %w[cpf cnpj email phone random].freeze
 
   validates :name, presence: true
+  validates :manual_pix_key_type, inclusion: { in: MANUAL_PIX_KEY_TYPES }, allow_nil: true
   validate :proactive_pix_polling_requires_inter_credentials
+  validate :manual_static_requires_manual_pix_fields
 
   after_commit :enqueue_supabase_provisioning, on: :create
 
@@ -104,6 +109,13 @@ class Captain::Unit < ApplicationRecord
       (inter_key_content.present? || resolved_inter_key_path.present?)
   end
 
+  def manual_pix_configured?
+    pix_mode_manual_static? &&
+      manual_pix_key.present? &&
+      manual_pix_owner_name.present? &&
+      manual_pix_bank_name.present?
+  end
+
   def resolved_inter_cert_path
     resolve_certificate_path(inter_cert_path)
   end
@@ -128,6 +140,14 @@ class Captain::Unit < ApplicationRecord
     )
   end
 
+  def manual_static_requires_manual_pix_fields
+    return unless pix_mode_manual_static?
+
+    %i[manual_pix_key manual_pix_owner_name manual_pix_bank_name].each do |field|
+      errors.add(field, 'é obrigatório quando pix_mode = manual_static') if public_send(field).blank?
+    end
+  end
+
   # Resolve o path do certificado — suporta caminho absoluto, relativo ao Rails.root
   # ou nome de arquivo simples dentro de storage/certs/.
   def resolve_certificate_path(path)

enterprise/app/policies/captain/assistant_response_policy.rb

@@ -24,10 +24,6 @@ class Captain::AssistantResponsePolicy < ApplicationPolicy
   def manage?
     return true if @account_user.administrator?
 
-    if @account_user.custom_role.present?
+    @account_user.custom_role&.permissions&.include?('knowledge_base_manage') || false
-      return @account_user.custom_role.permissions.include?('knowledge_base_manage')
-    end
-
-    @account_user.agent?
   end
 end

enterprise/app/services/captain/hermes/client.rb

@@ -71,10 +71,13 @@ class Captain::Hermes::Client
     contact_attrs = contact&.custom_attributes.to_h.with_indifferent_access
     cpf_digits = contact_attrs[:cpf].to_s.gsub(/\D/, '')
     history = contact_history_snapshot(contact, conversation)
+    reply_context_builder = Captain::Hermes::ReplyContextBuilder.new(message: message, conversation: conversation)
+    reply_context = reply_context_builder.perform
 
     {
-      message: content_override.presence || text_for_hermes(message),
+      message: reply_context_builder.wrap_message(content_override.presence || text_for_hermes(message)),
       image_urls: image_urls_for_hermes(message),
+      reply_context: reply_context,
       contact_name: contact&.name,
       contact_first_name: contact&.name.to_s.split.first,
       contact_id: conversation.contact_id,

enterprise/app/services/captain/hermes/reply_context_builder.rb

@@ -0,0 +1,111 @@
+class Captain::Hermes::ReplyContextBuilder
+  def initialize(message:, conversation:)
+    @message = message
+    @conversation = conversation
+  end
+
+  def perform
+    return nil if reply_reference.blank?
+
+    {
+      external_id: reply_to_external_id,
+      message_id: reply_to_message_id,
+      found: quoted_message.present?,
+      quoted_message: quoted_message_snapshot
+    }.compact
+  end
+
+  def wrap_message(current_text)
+    return current_text if reply_context.blank?
+
+    "#{formatted_reply_context}\n\n[RESPOSTA ATUAL DO CLIENTE]\n#{current_text}"
+  end
+
+  private
+
+  attr_reader :message, :conversation
+
+  def reply_context
+    @reply_context ||= perform
+  end
+
+  def formatted_reply_context
+    return missing_reply_context unless reply_context[:found]
+
+    quoted = reply_context[:quoted_message]
+    quoted_content = quoted[:content].presence || quoted[:attachment_summary].presence || '[mensagem sem texto]'
+
+    <<~TEXT.strip
+      [CONTEXTO DE RESPOSTA DO WHATSAPP]
+      O cliente respondeu citando uma mensagem anterior.
+      Interprete a resposta atual como referência direta a essa mensagem citada.
+      Se a resposta atual usar termos como "esse valor", "desse valor", "essa", "esse" ou "isso",
+      resolva a referência usando a mensagem citada antes do restante do histórico.
+      Mensagem citada (#{quoted[:sender_label]}, #{quoted[:created_at]}): #{quoted_content}
+    TEXT
+  end
+
+  def missing_reply_context
+    <<~TEXT.strip
+      [CONTEXTO DE RESPOSTA DO WHATSAPP]
+      O cliente respondeu citando uma mensagem anterior, mas o Chatwoot não encontrou o conteúdo da mensagem citada.
+      Referência citada: #{reply_reference}
+    TEXT
+  end
+
+  def reply_reference
+    reply_to_external_id.presence || reply_to_message_id.presence
+  end
+
+  def reply_to_external_id
+    @reply_to_external_id ||= message.in_reply_to_external_id.presence ||
+                              message.content_attributes.to_h['in_reply_to_external_id'].presence ||
+                              message.content_attributes.to_h[:in_reply_to_external_id].presence
+  end
+
+  def reply_to_message_id
+    @reply_to_message_id ||= message.in_reply_to_id.presence ||
+                             message.content_attributes.to_h['in_reply_to'].presence ||
+                             message.content_attributes.to_h[:in_reply_to].presence
+  end
+
+  def quoted_message
+    @quoted_message ||= begin
+      found_by_id = conversation.messages.find_by(id: reply_to_message_id) if reply_to_message_id.present?
+      found_by_id || conversation.messages.find_by(source_id: reply_to_external_id)
+    end
+  end
+
+  def quoted_message_snapshot
+    return nil if quoted_message.blank?
+
+    {
+      id: quoted_message.id,
+      external_id: quoted_message.source_id,
+      message_type: quoted_message.message_type,
+      sender_label: sender_label,
+      sender_name: quoted_message.sender&.available_name,
+      content: quoted_message_content,
+      attachment_summary: attachment_summary,
+      created_at: quoted_message.created_at&.iso8601
+    }.compact
+  end
+
+  def sender_label
+    return 'cliente' if quoted_message.incoming?
+    return 'atendente/Hermes' if quoted_message.outgoing?
+
+    'sistema'
+  end
+
+  def quoted_message_content
+    quoted_message.content.to_s.truncate(1200)
+  end
+
+  def attachment_summary
+    return nil if quoted_message.attachments.blank?
+
+    types = quoted_message.attachments.filter_map(&:file_type)
+    "anexos: #{types.join(', ')}"
+  end
+end

enterprise/app/services/captain/llm/conversation_insight_service.rb

@@ -3,12 +3,14 @@ class Captain::Llm::ConversationInsightService < Llm::BaseAiService
 
   MAX_CHARS_PER_CHUNK = 40_000
 
-  def initialize(account:, conversations:, unit: nil, inbox: nil)
+  def initialize(account:, conversations:, unit: nil, inbox: nil, period_start: nil, period_end: nil)
     super()
     @account = account
     @unit = unit
     @inbox = inbox
     @conversations = conversations
+    @period_start = period_start
+    @period_end = period_end
   end
 
   # Analisa as conversas e retorna o payload de insights
@@ -24,10 +26,10 @@ class Captain::Llm::ConversationInsightService < Llm::BaseAiService
 
   private
 
-  attr_reader :account, :unit, :inbox, :conversations
+  attr_reader :account, :unit, :inbox, :conversations, :period_start, :period_end
 
   def build_chunks
-    texts = conversations.map(&:to_llm_text).reject(&:blank?)
+    texts = conversations.map { |conversation| conversation_text(conversation) }.reject(&:blank?)
     return [] if texts.empty?
 
     chunks = []
@@ -48,6 +50,38 @@ class Captain::Llm::ConversationInsightService < Llm::BaseAiService
     chunks
   end
 
+  def conversation_text(conversation)
+    return conversation.to_llm_text unless period_start && period_end
+
+    messages = conversation.messages
+                           .where(created_at: period_start.beginning_of_day..period_end.end_of_day)
+                           .where.not(message_type: %i[activity template])
+                           .where(private: false)
+                           .order(created_at: :asc)
+
+    return nil if messages.empty?
+
+    [
+      "Conversation ID: ##{conversation.display_id}",
+      "Channel: #{conversation.inbox.channel.name}",
+      'Message History:',
+      messages.map { |message| format_message(message) }.join
+    ].join("\n")
+  end
+
+  def format_message(message)
+    sender = case message.sender_type
+             when 'User'
+               'Support Agent'
+             when 'Contact'
+               'User'
+             else
+               'Bot'
+             end
+
+    "#{sender}: #{message.content_for_llm}\n"
+  end
+
   def analyze_chunk(chunk)
     response = instrument_llm_call(instrumentation_params) do
       chat

enterprise/app/services/captain/mcp/tool_registry.rb

@@ -19,6 +19,11 @@ class Captain::Mcp::ToolRegistry
     Captain::Mcp::Tools::RescheduleReservationTool,
     Captain::Mcp::Tools::ReactToMessageTool,
     Captain::Mcp::Tools::CheckSuiteAvailabilityTool,
+    # PIX manual estático (Padova, Express AL) — fluxo paralelo ao Inter
+    Captain::Mcp::Tools::VerifyPixProofTool,
+    Captain::Mcp::Tools::CreateInternalNoteTool,
+    Captain::Mcp::Tools::ConfirmPixManualTool,
+    Captain::Mcp::Tools::MarkReservationPendingTool,
     # Construtor (admin scope) — usadas pelo profile Hermes "construtor" pra criar novos agentes
     Captain::Mcp::Tools::ListAssistantsTool,
     Captain::Mcp::Tools::GetAssistantPricingTool,

enterprise/app/services/captain/mcp/tools/confirm_pix_manual_tool.rb

@@ -0,0 +1,90 @@
+# Tool MCP: confirma reserva via PIX manual (após validação de comprovante).
+#
+# Caso de uso: fluxo PIX manual (Padova, Express AL). Comprovante já foi
+# validado pela tool verificar_comprovante_pix com verdict='ok'. Esta tool
+# marca a charge como paga, persiste o payload extraído e dispara
+# Captain::Payments::ConfirmationService — que cuida de marcar reserva
+# paid+active, atualizar labels (pagamento_confirmado/reserva_feita),
+# postar nota interna automática, disparar oferta de roleta e notificar
+# Hermes proativamente. Mesmo trânsito da confirmação Inter.
+#
+# Pré-requisito: charge.provider='manual' E charge.manual_proof_payload
+# com verdict='ok'. Tool é idempotente — chamada repetida em charge já
+# paga retorna sucesso sem efeito colateral.
+# rubocop:disable Metrics/MethodLength, Metrics/AbcSize
+class Captain::Mcp::Tools::ConfirmPixManualTool < Captain::Mcp::Tools::BaseTool
+  class << self
+    def name
+      'confirmar_reserva_pix_manual'
+    end
+
+    def description
+      'Confirma reserva PIX manual após comprovante validado (verdict=ok). Use SOMENTE depois de ' \
+        'verificar_comprovante_pix retornar ok. Marca PIX como pago e dispara o trânsito padrão de ' \
+        'confirmação (mensagem ao cliente, labels, roleta). NÃO use sem ter validado comprovante antes.'
+    end
+
+    def input_schema
+      {
+        type: 'object',
+        properties: {
+          pix_charge_id: {
+            type: 'integer',
+            description: 'ID da Captain::PixCharge (provider=manual). Obrigatório.'
+          }
+        },
+        required: ['pix_charge_id']
+      }
+    end
+  end
+
+  def call(args, _context:)
+    charge = Captain::PixCharge.find_by(id: args['pix_charge_id'])
+    return error_response('PixCharge não encontrada.') if charge.blank?
+    return error_response("PixCharge ##{charge.id} não é manual (provider=#{charge.provider}). Use o fluxo Inter normal.") unless charge.manual?
+    return text_response("PIX manual ##{charge.id} já estava confirmado (idempotente). Reserva ##{charge.reservation_id} ativa.") if charge.paid?
+
+    payload = charge.manual_proof_payload || {}
+    return error_response("PixCharge ##{charge.id} não tem comprovante validado. Chame verificar_comprovante_pix antes.") if payload.blank?
+
+    unless payload['verdict'] == 'ok'
+      return error_response("Comprovante não passou na validação (verdict=#{payload['verdict']}). Use marcar_reserva_pendente.")
+    end
+
+    reservation = charge.reservation
+    return error_response('PixCharge sem reserva vinculada — não consigo confirmar.') if reservation.blank?
+
+    mark_charge_paid!(charge, payload)
+    fire_confirmation!(reservation, payload)
+
+    text_response(
+      "Reserva ##{reservation.id} confirmada via PIX manual. PIX ##{charge.id} marcado como pago. " \
+      'Mensagem de confirmação será enviada ao cliente automaticamente.'
+    )
+  rescue StandardError => e
+    Rails.logger.error("[Captain::Mcp::ConfirmPixManualTool] error: #{e.class}: #{e.message}")
+    Rails.logger.error(e.backtrace.first(5).join("\n"))
+    error_response("Erro ao confirmar reserva manual: #{e.message}")
+  end
+
+  private
+
+  def mark_charge_paid!(charge, payload)
+    extracted = payload['extracted'].to_h
+    charge.update!(
+      status: 'paid',
+      paid_at: Time.current,
+      e2eid: extracted['id_transacao'].presence || charge.e2eid
+    )
+  end
+
+  def fire_confirmation!(reservation, payload)
+    Captain::Payments::ConfirmationService.new(
+      reservation: reservation,
+      source: 'manual_pix_proof',
+      payload: payload,
+      actor: nil
+    ).perform
+  end
+end
+# rubocop:enable Metrics/MethodLength, Metrics/AbcSize

enterprise/app/services/captain/mcp/tools/create_internal_note_tool.rb

@@ -0,0 +1,68 @@
+# Tool MCP: cria nota interna (privada) numa conversa.
+#
+# Caso de uso primário: fluxo PIX manual — após verificar_comprovante_pix,
+# Hermes registra análise pra humano via nota interna antes de
+# confirmar/marcar pendente. Genérica e reaproveitável: qualquer fluxo
+# Hermes pode publicar nota interna pra deixar trilha pro time humano.
+#
+# Visibilidade: a nota é private=true (só atendentes veem; cliente não).
+class Captain::Mcp::Tools::CreateInternalNoteTool < Captain::Mcp::Tools::BaseTool
+  class << self
+    def name
+      'criar_nota_interna'
+    end
+
+    def description
+      'Cria nota interna (privada) na conversa. Use pra registrar análise/contexto pro time humano ' \
+        'sem mandar mensagem visível pro cliente. Use sempre antes de handoffs importantes ou pra logar ' \
+        'verificações automáticas (ex: validação de comprovante PIX manual).'
+    end
+
+    def input_schema
+      {
+        type: 'object',
+        properties: {
+          conversation_id: {
+            type: 'integer',
+            description: 'ID interno da conversa (cid do [ctx]). Obrigatório.'
+          },
+          content: {
+            type: 'string',
+            description: 'Conteúdo da nota. Pode ter markdown simples (negrito, listas, quebras de linha).'
+          }
+        },
+        required: %w[conversation_id content]
+      }
+    end
+  end
+
+  def call(args, context:)
+    conversation = resolve_conversation(args, context)
+    return error_response('Conversa não encontrada. Passe conversation_id (cid do [ctx]).') if conversation.blank?
+
+    content = args['content'].to_s.strip
+    return error_response('Conteúdo da nota vazio.') if content.blank?
+
+    Messages::MessageBuilder.new(
+      nil,
+      conversation,
+      { content: content, message_type: 'outgoing', private: true }
+    ).perform
+
+    text_response("Nota interna criada na conversa ##{conversation.display_id}.")
+  rescue StandardError => e
+    Rails.logger.error("[Captain::Mcp::CreateInternalNoteTool] error: #{e.class}: #{e.message}")
+    error_response("Erro ao criar nota interna: #{e.message}")
+  end
+
+  private
+
+  def resolve_conversation(args, context)
+    conv_id = args['conversation_id'].presence ||
+              context[:conversation_internal_id] ||
+              context[:conversation_id]
+    return nil if conv_id.blank?
+
+    Conversation.find_by(id: conv_id) || Conversation.find_by(display_id: conv_id)
+  end
+end

enterprise/app/services/captain/mcp/tools/generate_pix_tool.rb

@@ -80,6 +80,12 @@ class Captain::Mcp::Tools::GeneratePixTool < Captain::Mcp::Tools::BaseTool
     unit = resolve_unit(conversation, context)
     return error_response('Unidade do Captain não vinculada à inbox dessa conversa.') if unit.blank?
 
+    # Modo PIX manual estático (Padova, Express AL): sem integração Inter,
+    # sem QR/copia-cola dinâmico, sem fallback de página de reserva.
+    # Hermes apresenta a chave PIX fixa da unidade e o cliente envia
+    # comprovante pra validação por vision.
+    return dispatch_manual_pix_flow!(conversation, unit, args) if unit.pix_mode_manual_static?
+
     # Sem credencial Inter: vai DIRETO pro fallback de página de reserva ao
     # invés de retornar erro pro LLM (que ele ia transformar em "vou
     # verificar" e travar). Cliente recebe link da página oficial pra
@@ -322,6 +328,81 @@ class Captain::Mcp::Tools::GeneratePixTool < Captain::Mcp::Tools::BaseTool
     conversation.update_labels(merged)
   end
 
+  # Fluxo PIX manual: unidade tem chave PIX estática (Padova, Express AL).
+  # Sem Inter, sem QR, sem fallback. Apresenta chave + nome do beneficiário
+  # pro cliente; aguarda comprovante (que será validado via vision pela
+  # tool verificar_comprovante_pix).
+  def dispatch_manual_pix_flow!(conversation, unit, args)
+    contact = conversation.contact
+    hydrate_contact_from_recent_messages!(contact, conversation)
+    missing = identity_missing_fields(contact)
+    return error_response("Faltam dados do cliente pra gerar Pix: #{missing.join(', ')}. Peça ao cliente antes de chamar esta tool.") if missing.any?
+
+    pricing = Captain::Mcp::PricingTables.calculate(
+      unit_id: unit.id,
+      suite_category: args['suite_category'],
+      period: args['period'],
+      total_guests: (args['total_guests'] || 2).to_i
+    )
+    if pricing[:error].present?
+      Rails.logger.warn("[Captain::Mcp::GeneratePixTool] manual pricing inválido: #{pricing[:error]}")
+      return error_response("Não consegui calcular o valor: #{pricing[:error]}. Confirma a categoria/permanência com o cliente.")
+    end
+
+    total_amount = pricing[:amount]
+    deposit = (total_amount * DEFAULT_DEPOSIT_RATIO).round(2)
+
+    reservation = build_or_update_reservation!(conversation, unit, args, pricing, total_amount, deposit)
+
+    charge = Captain::PixCharge.create!(
+      reservation: reservation,
+      unit: unit,
+      provider: 'manual',
+      status: 'awaiting_proof',
+      txid: "manual_#{SecureRandom.uuid}"
+    )
+
+    reservation.update!(status: :pending_payment)
+
+    dispatch_manual_pix_message(conversation, unit, deposit)
+    mark_awaiting_payment(conversation)
+    label_manual_pix(conversation)
+
+    deposit_str = format('%.2f', deposit)
+    total_str = format('%.2f', total_amount)
+    breakdown = "#{pricing[:breakdown][:suite_category]} / #{pricing[:breakdown][:period]}"
+    text_response(
+      "Pix MANUAL enviado: chave #{unit.manual_pix_key} (#{unit.manual_pix_bank_name}) — " \
+      "sinal R$ #{deposit_str} (50% de R$ #{total_str} — #{breakdown}). " \
+      "Charge ##{charge.id}. Cliente vai mandar comprovante por imagem — quando chegar, " \
+      "chame verificar_comprovante_pix(image_url, pix_charge_id=#{charge.id})."
+    )
+  end
+
+  def dispatch_manual_pix_message(conversation, unit, deposit)
+    body = [
+      'Pode fazer o Pix:',
+      '',
+      "🔑 Chave: #{unit.manual_pix_key}",
+      "🏦 Banco: #{unit.manual_pix_bank_name}",
+      "💰 Valor: R$ #{format('%.2f', deposit)}",
+      "👤 Nome que aparece: *#{unit.manual_pix_owner_name}*",
+      '',
+      'Quando pagar, me manda o comprovante por aqui que eu confirmo.'
+    ].join("\n")
+
+    Messages::MessageBuilder.new(nil, conversation, content: body, message_type: 'outgoing').perform
+  rescue StandardError => e
+    Rails.logger.warn("[Captain::Mcp::GeneratePixTool] failed to dispatch manual pix message: #{e.class} - #{e.message}")
+  end
+
+  def label_manual_pix(conversation)
+    current = conversation.label_list
+    conversation.update_labels((current + ['pix_manual']).uniq)
+  rescue StandardError => e
+    Rails.logger.warn("[Captain::Mcp::GeneratePixTool] failed to label manual pix: #{e.class} - #{e.message}")
+  end
+
   # Fallback "leve" pra cenários onde Pix nem foi tentado (categoria não
   # existe na unit, período inválido, sem credencial Inter cadastrada).
   # Sem reservation/pricing/valores — só monta link com o que tem do

enterprise/app/services/captain/mcp/tools/mark_reservation_pending_tool.rb

@@ -0,0 +1,83 @@
+# Tool MCP: marca reserva PIX manual como PENDENTE de revisão humana.
+#
+# Caso de uso: fluxo PIX manual (Padova, Express AL). Comprovante foi
+# validado pela tool verificar_comprovante_pix com verdict='duvida' OU
+# Hermes/atendente julgou necessário escalar mesmo com ok. NÃO confirma
+# a reserva — humano precisa olhar o comprovante e decidir.
+#
+# Efeitos:
+#   - PixCharge.status='pending_review' + persiste motivo
+#   - Conversa ganha labels: revisao_humana_pix + comprovante_recebido
+#   - NÃO chama ConfirmationService (cliente NÃO recebe mensagem de
+#     confirmação automática até humano resolver)
+class Captain::Mcp::Tools::MarkReservationPendingTool < Captain::Mcp::Tools::BaseTool
+  class << self
+    def name
+      'marcar_reserva_pendente'
+    end
+
+    def description
+      'Marca PIX manual como PENDENTE de revisão humana. Use quando verificar_comprovante_pix ' \
+        "retornar verdict='duvida' (valor não bate, data antiga, beneficiário diferente, suspeitas " \
+        'na imagem). NÃO confirma a reserva — humano precisa olhar antes. Cliente NÃO recebe ' \
+        'mensagem automática de confirmação.'
+    end
+
+    def input_schema
+      {
+        type: 'object',
+        properties: {
+          pix_charge_id: {
+            type: 'integer',
+            description: 'ID da Captain::PixCharge (provider=manual). Obrigatório.'
+          },
+          motivo: {
+            type: 'string',
+            description: 'Motivo curto (uma linha) pra deixar claro pro humano o que deu errado. ' \
+                         'Ex: "valor R$ 10 a menos", "comprovante de ontem", "beneficiário não bate".'
+          }
+        },
+        required: %w[pix_charge_id motivo]
+      }
+    end
+  end
+
+  def call(args, _context:)
+    charge = Captain::PixCharge.find_by(id: args['pix_charge_id'])
+    return error_response('PixCharge não encontrada.') if charge.blank?
+    return error_response("PixCharge ##{charge.id} não é manual.") unless charge.manual?
+
+    motivo = args['motivo'].to_s.strip
+    return error_response('Motivo é obrigatório.') if motivo.blank?
+
+    mark_charge_pending!(charge, motivo)
+    label_pending_review(charge.reservation&.conversation)
+
+    text_response(
+      "PIX manual ##{charge.id} marcado como pendente de revisão. Motivo: #{motivo}. " \
+      "Reserva ##{charge.reservation_id} aguarda humano. Cliente NÃO foi notificado automaticamente."
+    )
+  rescue StandardError => e
+    Rails.logger.error("[Captain::Mcp::MarkReservationPendingTool] error: #{e.class}: #{e.message}")
+    error_response("Erro ao marcar reserva pendente: #{e.message}")
+  end
+
+  private
+
+  def mark_charge_pending!(charge, motivo)
+    charge.update!(
+      status: 'pending_review',
+      manual_review_reason: motivo
+    )
+  end
+
+  def label_pending_review(conversation)
+    return if conversation.blank?
+
+    current = conversation.label_list
+    merged = (current + %w[revisao_humana_pix comprovante_recebido]).uniq - %w[pagamento_confirmado reserva_feita]
+    conversation.update_labels(merged)
+  rescue StandardError => e
+    Rails.logger.warn("[Captain::Mcp::MarkReservationPendingTool] label failed: #{e.class} - #{e.message}")
+  end
+end

enterprise/app/services/captain/mcp/tools/verify_pix_proof_tool.rb

@@ -0,0 +1,291 @@
+# Tool MCP: valida comprovante PIX (modo manual estático).
+#
+# Caso de uso: unidade opera em pix_mode='manual_static' (Padova, Express).
+# Cliente recebeu chave PIX fixa, pagou, e enviou comprovante (imagem).
+# Esta tool extrai dados via vision (gpt-5.3-codex multimodal), compara com
+# o esperado (valor exato, data ≤24h, beneficiário/chave/banco fuzzy match
+# com Captain::Unit.manual_pix_*) e retorna verdict pro Hermes.
+#
+# Verdicts:
+#   - ok                  → tudo bate, chamar confirmar_reserva_pix_manual
+#   - duvida              → algo não bate, chamar marcar_reserva_pendente
+#   - nao_eh_comprovante  → imagem não é comprovante PIX, pedir reenvio
+#
+# Hermes, ANTES de chamar esta tool, deve responder ao cliente:
+#   "⏳ Só um momento, vou verificar."
+# Essa frase aciona handoff humano automaticamente (label triagem_humana),
+# de modo que humano sempre acompanhe o resultado da validação.
+# rubocop:disable Metrics/ClassLength, Metrics/MethodLength, Metrics/AbcSize, Layout/LineLength
+class Captain::Mcp::Tools::VerifyPixProofTool < Captain::Mcp::Tools::BaseTool
+  PROOF_FRESHNESS_HOURS = 24
+  VALUE_TOLERANCE = 0.0 # zero — valor exato
+
+  class << self
+    def name
+      'verificar_comprovante_pix'
+    end
+
+    def description
+      'Valida comprovante PIX (modo manual). Use SOMENTE quando cliente enviar IMAGEM ' \
+        'de comprovante numa conversa que tem PIX manual ativo (provider=manual). Extrai dados ' \
+        'via vision e compara com a cobrança esperada. Retorna ok / duvida / nao_eh_comprovante. ' \
+        'ANTES de chamar, RESPONDA ao cliente "⏳ Só um momento, vou verificar." pra acionar handoff humano.'
+    end
+
+    def input_schema
+      {
+        type: 'object',
+        properties: {
+          image_url: {
+            type: 'string',
+            description: 'URL pública da imagem do comprovante (vinda do anexo da mensagem incoming).'
+          },
+          conversation_id: {
+            type: 'integer',
+            description: 'ID interno da conversa (cid do [ctx]). Obrigatório.'
+          },
+          pix_charge_id: {
+            type: 'integer',
+            description: 'Opcional. ID da Captain::PixCharge associada. Se vazio, usa a charge manual mais recente da conversa.'
+          }
+        },
+        required: %w[image_url conversation_id]
+      }
+    end
+  end
+
+  def call(args, context:)
+    conversation = resolve_conversation(args, context)
+    return error_response('Conversa não encontrada. Passe conversation_id (cid do [ctx]).') if conversation.blank?
+
+    charge = resolve_charge(conversation, args['pix_charge_id'])
+    return error_response('Não há PIX manual aguardando comprovante nesta conversa. Confirme com o cliente o que foi enviado.') if charge.blank?
+
+    unit = charge.unit
+    return error_response('PixCharge sem unidade vinculada — não consigo validar o beneficiário esperado.') if unit.blank?
+
+    image_url = args['image_url'].to_s.strip
+    return error_response('image_url vazio — passe a URL da imagem do comprovante.') if image_url.blank?
+
+    extracted = extract_proof_via_vision(image_url)
+    return text_response_for_verdict(charge, 'nao_eh_comprovante', extracted: extracted, mismatches: ['eh_comprovante_pix=false']) unless extracted['eh_comprovante_pix']
+
+    mismatches = compare_proof(extracted, charge, unit)
+    verdict = mismatches.empty? ? 'ok' : 'duvida'
+
+    text_response_for_verdict(charge, verdict, extracted: extracted, mismatches: mismatches)
+  rescue StandardError => e
+    Rails.logger.error("[Captain::Mcp::VerifyPixProofTool] error: #{e.class}: #{e.message}")
+    Rails.logger.error(e.backtrace.first(5).join("\n"))
+    error_response("Erro ao validar comprovante: #{e.message}")
+  end
+
+  private
+
+  def resolve_conversation(args, context)
+    conv_id = args['conversation_id'].presence ||
+              context[:conversation_internal_id] ||
+              context[:conversation_id]
+    return nil if conv_id.blank?
+
+    Conversation.find_by(id: conv_id) || Conversation.find_by(display_id: conv_id)
+  end
+
+  def resolve_charge(conversation, charge_id)
+    if charge_id.present?
+      charge = Captain::PixCharge.find_by(id: charge_id)
+      return charge if charge&.manual?
+    end
+
+    Captain::PixCharge.manual.joins(:reservation)
+                      .where(captain_reservations: { conversation_id: conversation.id })
+                      .where(status: %w[awaiting_proof active])
+                      .order(created_at: :desc).first
+  end
+
+  def extract_proof_via_vision(image_url)
+    parts = [
+      { type: 'text', text: vision_prompt },
+      { type: 'image_url', image_url: { url: image_url } }
+    ]
+    content = RubyLLM::Content::Raw.new(parts)
+
+    raw = RubyLLM.chat(model: vision_model)
+                 .with_temperature(0)
+                 .with_params(response_format: { type: 'json_object' })
+                 .ask(content)
+                 .content.to_s
+
+    JSON.parse(raw)
+  rescue JSON::ParserError => e
+    Rails.logger.warn("[Captain::Mcp::VerifyPixProofTool] JSON parse falhou: #{e.message} — raw=#{raw&.first(200)}")
+    { 'eh_comprovante_pix' => false, 'parse_error' => true }
+  end
+
+  def vision_model
+    InstallationConfig.find_by(name: 'CAPTAIN_VISION_MODEL')&.value.presence ||
+      ENV.fetch('CAPTAIN_VISION_MODEL', 'gpt-5.3-codex')
+  end
+
+  def vision_prompt
+    <<~PROMPT
+      Você analisa comprovantes de PIX. Receba a imagem e extraia os dados em JSON ESTRITO (sem markdown, sem texto fora do JSON).
+
+      Schema obrigatório:
+      {
+        "eh_comprovante_pix": boolean,           // true se a imagem é claramente um comprovante de PIX (transferência), false se é qualquer outra coisa (selfie, foto de chave, screenshot de chat, comprovante de outro tipo, etc).
+        "valor": number | null,                   // valor transferido em reais (ex: 90.00). Sem cifrão, sem espaços, com ponto decimal.
+        "data_hora_iso": string | null,           // data e hora da transação em ISO 8601 com timezone Brasília (-03:00) ou UTC. Ex: "2026-05-06T14:30:00-03:00". Se a imagem só mostrar data sem hora, use 12:00:00.
+        "beneficiario_nome": string | null,       // nome do destinatário (quem recebeu). Pode ser nome de empresa, CPF/CNPJ formatado, etc. Texto literal extraído.
+        "beneficiario_chave": string | null,      // chave PIX do destinatário se aparecer (CPF, CNPJ, email, telefone, ou chave aleatória UUID). Pode estar em qualquer formato. Texto literal.
+        "banco_destino": string | null,           // banco destinatário (ex: "Stone", "Itaú", "Inter"). Texto literal.
+        "id_transacao": string | null,            // ID/E2E/autenticação da transação (qualquer identificador único da transação que aparecer).
+        "remetente_nome": string | null,          // nome de quem PAGOU (origem). Pode ajudar humano a auditar.
+        "suspeitas": [string]                     // lista vazia ou avisos: "imagem_borrada", "edicao_aparente", "fonte_inconsistente", "screenshot_de_screenshot", "valor_ilegivel", etc. SÓ liste suspeitas REAIS, não invente.
+      }
+
+      Regras:
+      - Retorne APENAS o JSON. Sem prefixo, sem sufixo, sem ```json.
+      - Se algum campo não estiver na imagem, use null (não invente).
+      - Para valor: sempre número (90.00, não "R$ 90,00").
+      - Se a imagem não for claramente um comprovante PIX, eh_comprovante_pix=false e os outros campos podem ser null.
+    PROMPT
+  end
+
+  def compare_proof(extracted, charge, unit)
+    mismatches = []
+
+    expected_value = charge.original_value.to_f
+    actual_value = extracted['valor'].to_f
+    if expected_value <= 0
+      mismatches << 'valor_esperado_indisponivel'
+    elsif (actual_value - expected_value).abs > VALUE_TOLERANCE
+      mismatches << "valor_divergente (esperado=R$ #{format('%.2f', expected_value)}, comprovante=R$ #{format('%.2f', actual_value)})"
+    end
+
+    if extracted['data_hora_iso'].blank?
+      mismatches << 'data_ausente_no_comprovante'
+    else
+      parsed = parse_proof_time(extracted['data_hora_iso'])
+      if parsed.nil?
+        mismatches << "data_invalida (#{extracted['data_hora_iso']})"
+      elsif parsed > 1.hour.from_now
+        mismatches << "data_no_futuro (#{extracted['data_hora_iso']})"
+      elsif parsed < PROOF_FRESHNESS_HOURS.hours.ago
+        mismatches << "data_antiga (#{extracted['data_hora_iso']}, > #{PROOF_FRESHNESS_HOURS}h)"
+      end
+    end
+
+    expected_owner = unit.manual_pix_owner_name.to_s
+    actual_owner = extracted['beneficiario_nome'].to_s
+    mismatches << "beneficiario_divergente (esperado='#{expected_owner}', comprovante='#{actual_owner}')" unless name_matches?(expected_owner, actual_owner)
+
+    expected_key = normalize_pix_key(unit.manual_pix_key)
+    actual_key = normalize_pix_key(extracted['beneficiario_chave'])
+    if expected_key.present? && actual_key.present? && !key_matches?(expected_key, actual_key)
+      mismatches << "chave_divergente (esperada=#{unit.manual_pix_key}, comprovante=#{extracted['beneficiario_chave']})"
+    end
+
+    expected_bank = unit.manual_pix_bank_name.to_s.downcase
+    actual_bank = extracted['banco_destino'].to_s.downcase
+    if expected_bank.present? && actual_bank.present? && !bank_matches?(expected_bank, actual_bank)
+      mismatches << "banco_divergente (esperado='#{unit.manual_pix_bank_name}', comprovante='#{extracted['banco_destino']}')"
+    end
+
+    suspeitas = Array(extracted['suspeitas']).reject(&:blank?)
+    mismatches << "suspeitas_vision: #{suspeitas.join(', ')}" if suspeitas.any?
+
+    mismatches
+  end
+
+  # Match flexível pra nome do beneficiário: case-insensitive, sem
+  # acentos, ignora pontuação e múltiplos espaços. Considera match se
+  # uma string contém a outra OU se compartilham >= 70% das palavras
+  # significativas (>2 chars).
+  def name_matches?(expected, actual)
+    return false if expected.blank? || actual.blank?
+
+    e = normalize_text(expected)
+    a = normalize_text(actual)
+    return true if e == a
+    return true if a.include?(e) || e.include?(a)
+
+    e_words = e.split.select { |w| w.length > 2 }
+    a_words = a.split.select { |w| w.length > 2 }
+    return false if e_words.empty?
+
+    matched = e_words.count { |w| a_words.any? { |aw| aw.include?(w) || w.include?(aw) } }
+    (matched.to_f / e_words.size) >= 0.7
+  end
+
+  def key_matches?(expected, actual)
+    return true if expected == actual
+
+    expected.include?(actual) || actual.include?(expected)
+  end
+
+  def bank_matches?(expected, actual)
+    actual.include?(expected) || expected.include?(actual)
+  end
+
+  def normalize_pix_key(key)
+    key.to_s.downcase.gsub(/[^\w@.+-]/, '')
+  end
+
+  def normalize_text(text)
+    text.to_s.unicode_normalize(:nfd).gsub(/\p{Mn}/, '')
+        .downcase.gsub(/[^a-z0-9\s]/, ' ').squish
+  end
+
+  def parse_proof_time(raw)
+    Time.iso8601(raw)
+  rescue ArgumentError, TypeError
+    begin
+      Time.zone.parse(raw)
+    rescue ArgumentError
+      nil
+    end
+  end
+
+  def text_response_for_verdict(charge, verdict, extracted:, mismatches:)
+    payload = {
+      verdict: verdict,
+      charge_id: charge.id,
+      reservation_id: charge.reservation_id,
+      expected: {
+        valor: charge.original_value.to_f,
+        beneficiario: charge.unit.manual_pix_owner_name,
+        chave: charge.unit.manual_pix_key,
+        banco: charge.unit.manual_pix_bank_name
+      },
+      extracted: extracted.slice('valor', 'data_hora_iso', 'beneficiario_nome', 'beneficiario_chave', 'banco_destino', 'id_transacao', 'remetente_nome'),
+      mismatches: mismatches
+    }
+
+    persist_extraction!(charge, extracted, mismatches, verdict)
+
+    text_response("VERIFICACAO_COMPROVANTE\n#{JSON.pretty_generate(payload)}\n\n" \
+                  "Próximo passo:\n" \
+                  "- ok                → criar_nota_interna(...) + confirmar_reserva_pix_manual(pix_charge_id=#{charge.id})\n" \
+                  "- duvida            → criar_nota_interna(...) + marcar_reserva_pendente(pix_charge_id=#{charge.id}, motivo=...)\n" \
+                  '- nao_eh_comprovante → peça novamente o comprovante real (sem handoff, sem nota interna).')
+  end
+
+  def persist_extraction!(charge, extracted, mismatches, verdict)
+    payload = {
+      'verdict' => verdict,
+      'extracted' => extracted,
+      'mismatches' => mismatches,
+      'verified_at' => Time.current.iso8601
+    }
+    # rubocop:disable Rails/SkipsModelValidations
+    # Skip de validação proposital — payload é JSON livre, não tem
+    # validação no model. Update direto evita disparar callbacks (ex:
+    # post_internal_pix_sent_note iria postar nota duplicada).
+    charge.update_columns(manual_proof_payload: payload)
+    # rubocop:enable Rails/SkipsModelValidations
+  rescue StandardError => e
+    Rails.logger.warn("[Captain::Mcp::VerifyPixProofTool] persist failed: #{e.class} - #{e.message}")
+  end
+end
+# rubocop:enable Metrics/ClassLength, Metrics/MethodLength, Metrics/AbcSize, Layout/LineLength

enterprise/app/services/captain/payments/confirmation_service.rb

@@ -66,6 +66,7 @@ class Captain::Payments::ConfirmationService
     when 'payment_callback' then 'callback de pagamento'
     when 'inter_cob_query_polling' then 'consulta periódica no Inter'
     when 'inter_cob_query' then 'consulta manual no Inter'
+    when 'manual_pix_proof' then 'comprovante PIX manual validado'
     else
       'integração de pagamento'
     end

spec/enterprise/controllers/api/v1/accounts/captain/assistant_responses_controller_spec.rb

@@ -180,16 +180,15 @@ RSpec.describe 'Api::V1::Accounts::Captain::AssistantResponses', type: :request
       expect(json_response[:answer]).to eq('Test answer')
     end
 
-    it 'creates a new response if the user is an agent' do
+    it 'does not create a new response if the user is an agent without knowledge base permission' do
       expect do
         post "/api/v1/accounts/#{account.id}/captain/assistant_responses",
              params: valid_params,
              headers: agent.create_new_auth_token,
              as: :json
-      end.to change(Captain::AssistantResponse, :count).by(1)
+      end.not_to change(Captain::AssistantResponse, :count)
 
-      expect(response).to have_http_status(:success)
+      expect(response).to have_http_status(:forbidden)
-      expect(json_response[:question]).to eq('Test question?')
     end
 
     it 'creates a new response if the user has a custom role with knowledge base permission' do
@@ -254,7 +253,6 @@ RSpec.describe 'Api::V1::Accounts::Captain::AssistantResponses', type: :request
 
         expect(response).to have_http_status(:unprocessable_entity)
       end
-
     end
   end
 
@@ -281,12 +279,25 @@ RSpec.describe 'Api::V1::Accounts::Captain::AssistantResponses', type: :request
       expect(json_response[:answer]).to eq('Updated answer')
     end
 
-    it 'updates the response if the user is an agent' do
+    it 'does not update the response if the user is an agent without knowledge base permission' do
       patch "/api/v1/accounts/#{account.id}/captain/assistant_responses/#{response_record.id}",
             params: update_params,
             headers: agent.create_new_auth_token,
             as: :json
 
+      expect(response).to have_http_status(:forbidden)
+      expect(response_record.reload.question).not_to eq('Updated question?')
+    end
+
+    it 'updates the response if the user has a custom role with knowledge base permission' do
+      custom_role = create(:custom_role, account: account, permissions: ['knowledge_base_manage'])
+      AccountUser.find_by!(account: account, user: agent_with_custom_role).update!(custom_role: custom_role)
+
+      patch "/api/v1/accounts/#{account.id}/captain/assistant_responses/#{response_record.id}",
+            params: update_params,
+            headers: agent_with_custom_role.create_new_auth_token,
+            as: :json
+
       expect(response).to have_http_status(:ok)
       expect(json_response[:question]).to eq('Updated question?')
     end
@@ -315,11 +326,24 @@ RSpec.describe 'Api::V1::Accounts::Captain::AssistantResponses', type: :request
   describe 'DELETE /api/v1/accounts/:account_id/captain/assistant_responses/:id' do
     let!(:response_record) { create(:captain_assistant_response, assistant: assistant) }
 
-    it 'deletes the response' do
+    it 'does not delete the response if the user is an agent without knowledge base permission' do
       expect do
         delete "/api/v1/accounts/#{account.id}/captain/assistant_responses/#{response_record.id}",
                headers: agent.create_new_auth_token,
                as: :json
+      end.not_to change(Captain::AssistantResponse, :count)
+
+      expect(response).to have_http_status(:forbidden)
+    end
+
+    it 'deletes the response if the user has a custom role with knowledge base permission' do
+      custom_role = create(:custom_role, account: account, permissions: ['knowledge_base_manage'])
+      AccountUser.find_by!(account: account, user: agent_with_custom_role).update!(custom_role: custom_role)
+
+      expect do
+        delete "/api/v1/accounts/#{account.id}/captain/assistant_responses/#{response_record.id}",
+               headers: agent_with_custom_role.create_new_auth_token,
+               as: :json
       end.to change(Captain::AssistantResponse, :count).by(-1)
 
       expect(response).to have_http_status(:no_content)

spec/enterprise/controllers/api/v1/accounts/captain/bulk_actions_controller_spec.rb

@@ -30,19 +30,16 @@ RSpec.describe 'Api::V1::Accounts::Captain::BulkActions', type: :request do
         }
       end
 
-      it 'approves the responses and returns the updated records' do
+      it 'does not approve the responses if the user is an agent without knowledge base permission' do
         post "/api/v1/accounts/#{account.id}/captain/bulk_actions",
              params: valid_params,
              headers: agent.create_new_auth_token,
              as: :json
 
-        expect(response).to have_http_status(:ok)
+        expect(response).to have_http_status(:forbidden)
-        expect(json_response).to be_an(Array)
-        expect(json_response.length).to eq(2)
 
-        # Verify responses were approved
         pending_responses.each do |response|
-          expect(response.reload.status).to eq('approved')
+          expect(response.reload.status).to eq('pending')
         end
       end
     end
@@ -56,20 +53,18 @@ RSpec.describe 'Api::V1::Accounts::Captain::BulkActions', type: :request do
         }
       end
 
-      it 'deletes the responses and returns an empty array' do
+      it 'does not delete the responses if the user is an agent without knowledge base permission' do
         expect do
           post "/api/v1/accounts/#{account.id}/captain/bulk_actions",
                params: delete_params,
                headers: agent.create_new_auth_token,
                as: :json
-        end.to change(Captain::AssistantResponse, :count).by(-2)
+        end.not_to change(Captain::AssistantResponse, :count)
 
-        expect(response).to have_http_status(:ok)
+        expect(response).to have_http_status(:forbidden)
-        expect(json_response).to eq([])
 
-        # Verify responses were deleted
         pending_responses.each do |response|
-          expect { response.reload }.to raise_error(ActiveRecord::RecordNotFound)
+          expect(response.reload.status).to eq('pending')
         end
       end
     end

spec/enterprise/jobs/captain/reports/generate_insights_job_spec.rb

@@ -0,0 +1,53 @@
+require 'rails_helper'
+
+RSpec.describe Captain::Reports::GenerateInsightsJob do
+  let(:account) { create(:account) }
+  let(:inbox) { create(:inbox, account: account) }
+  let(:period_start) { Date.new(2026, 5, 17) }
+  let(:period_end) { Date.new(2026, 5, 17) }
+  let(:payload) do
+    {
+      'top_topics' => [],
+      'ai_failures' => [],
+      'faq_gaps' => [],
+      'sentiment' => { 'positive_count' => 0, 'negative_count' => 0, 'neutral_count' => 0, 'summary' => '' },
+      'highlights' => { 'praises' => [], 'complaints' => [] },
+      'most_requested_suites' => [],
+      'price_reactions' => { 'summary' => '', 'objections_count' => 0 },
+      'customer_opportunities' => [],
+      'recommendations' => [],
+      'period_summary' => 'Resumo do dia.'
+    }
+  end
+
+  it 'analyzes conversations with messages in the requested period and counts only period messages' do
+    conversation_with_today_messages = create(:conversation, account: account, inbox: inbox, created_at: 3.days.ago)
+    create(:message, account: account, inbox: inbox, conversation: conversation_with_today_messages, content: 'mensagem antiga',
+                     created_at: period_start.prev_day.noon)
+    create(:message, account: account, inbox: inbox, conversation: conversation_with_today_messages, content: 'mensagem hoje',
+                     created_at: period_start.noon)
+    create(:message, account: account, inbox: inbox, conversation: conversation_with_today_messages, content: 'resposta hoje',
+                     message_type: 'outgoing', created_at: period_start.noon + 5.minutes)
+
+    conversation_without_today_messages = create(:conversation, account: account, inbox: inbox, created_at: period_start.noon)
+    create(:message, account: account, inbox: inbox, conversation: conversation_without_today_messages, content: 'fora do periodo',
+                     created_at: period_start.prev_day.noon)
+
+    service = instance_double(Captain::Llm::ConversationInsightService, analyze: payload)
+    expect(Captain::Llm::ConversationInsightService).to receive(:new)
+      .with(hash_including(conversations: [conversation_with_today_messages], period_start: period_start, period_end: period_end))
+      .and_return(service)
+
+    described_class.perform_now(account.id, nil, period_start, period_end, inbox.id)
+
+    insight = Captain::ConversationInsight.find_by!(
+      account_id: account.id,
+      inbox_id: inbox.id,
+      period_start: period_start,
+      period_end: period_end
+    )
+    expect(insight.conversations_count).to eq(1)
+    expect(insight.messages_count).to eq(2)
+    expect(insight).to be_done
+  end
+end

spec/enterprise/services/captain/hermes/client_spec.rb

@@ -0,0 +1,134 @@
+require 'rails_helper'
+
+RSpec.describe Captain::Hermes::Client do
+  describe '#build_payload' do
+    let(:account) { create(:account) }
+    let(:inbox) { create(:inbox, account: account) }
+    let(:contact) { create(:contact, account: account, name: 'Cliente Teste') }
+    let(:contact_inbox) { create(:contact_inbox, contact: contact, inbox: inbox) }
+    let(:conversation) do
+      create(:conversation, account: account, inbox: inbox, contact: contact, contact_inbox: contact_inbox)
+    end
+    let(:client) { described_class.new(inbox) }
+
+    it 'includes quoted WhatsApp message context in the Hermes-visible message' do
+      quoted_message = create(
+        :message,
+        account: account,
+        inbox: inbox,
+        conversation: conversation,
+        message_type: :outgoing,
+        content: 'A suite Alexa esta disponivel por R$ 199.',
+        source_id: 'wamid.quoted-message'
+      )
+      reply = create(
+        :message,
+        account: account,
+        inbox: inbox,
+        conversation: conversation,
+        message_type: :incoming,
+        content: 'Pode reservar essa',
+        source_id: 'wamid.reply-message',
+        content_attributes: { in_reply_to_external_id: quoted_message.source_id }
+      )
+
+      payload = client.send(:build_payload, message: reply, conversation: conversation)
+
+      expect(payload[:reply_context]).to include(
+        external_id: quoted_message.source_id,
+        found: true
+      )
+      expect(payload[:reply_context][:quoted_message]).to include(
+        id: quoted_message.id,
+        message_type: 'outgoing',
+        sender_label: 'atendente/Hermes',
+        content: 'A suite Alexa esta disponivel por R$ 199.'
+      )
+      expect(payload[:message]).to include('[CONTEXTO DE RESPOSTA DO WHATSAPP]')
+      expect(payload[:message]).to include('A suite Alexa esta disponivel por R$ 199.')
+      expect(payload[:message]).to include('[RESPOSTA ATUAL DO CLIENTE]')
+      expect(payload[:message]).to include('Pode reservar essa')
+    end
+
+    it 'includes quoted context when Chatwoot stores the reply as an internal message id' do
+      quoted_message = create(
+        :message,
+        account: account,
+        inbox: inbox,
+        conversation: conversation,
+        message_type: :outgoing,
+        content: "Stilo hoje fica assim:\n1h R$ 50\nValor pra ate 2 pessoas.",
+        source_id: 'WAID:quoted-stilo'
+      )
+      reply = create(
+        :message,
+        account: account,
+        inbox: inbox,
+        conversation: conversation,
+        message_type: :incoming,
+        content: 'Quero uma 1 hora na suite desse valor',
+        source_id: 'WAID:reply-stilo',
+        in_reply_to_id: quoted_message.id
+      )
+
+      payload = client.send(:build_payload, message: reply, conversation: conversation)
+
+      expect(payload[:reply_context]).to include(
+        message_id: quoted_message.id,
+        external_id: quoted_message.source_id,
+        found: true
+      )
+      expect(payload[:message]).to include('Stilo hoje fica assim')
+      expect(payload[:message]).to include('1h R$ 50')
+      expect(payload[:message]).to include('resolva a referência usando a mensagem citada')
+      expect(payload[:message]).to include('Quero uma 1 hora na suite desse valor')
+    end
+
+    it 'keeps the combined incoming text while adding quote context' do
+      quoted_message = create(
+        :message,
+        account: account,
+        inbox: inbox,
+        conversation: conversation,
+        message_type: :outgoing,
+        content: 'Temos opcoes com hidro e garagem privativa.',
+        source_id: 'wamid.quoted-options'
+      )
+      reply = create(
+        :message,
+        account: account,
+        inbox: inbox,
+        conversation: conversation,
+        message_type: :incoming,
+        content: 'Essa',
+        content_attributes: { in_reply_to_external_id: quoted_message.source_id }
+      )
+
+      payload = client.send(
+        :build_payload,
+        message: reply,
+        conversation: conversation,
+        content_override: "Quero ver as suites\nEssa"
+      )
+
+      expect(payload[:message]).to include('Temos opcoes com hidro e garagem privativa.')
+      expect(payload[:message]).to include("Quero ver as suites\nEssa")
+    end
+
+    it 'does not add reply context when the message is not a WhatsApp reply' do
+      message = create(
+        :message,
+        account: account,
+        inbox: inbox,
+        conversation: conversation,
+        message_type: :incoming,
+        content: 'Oi, tem suite disponivel?'
+      )
+
+      payload = client.send(:build_payload, message: message, conversation: conversation)
+
+      expect(payload[:reply_context]).to be_nil
+      expect(payload[:message]).to eq('Oi, tem suite disponivel?')
+    end
+  end
+end

spec/enterprise/services/captain/llm/conversation_insight_service_spec.rb

@@ -0,0 +1,30 @@
+require 'rails_helper'
+
+RSpec.describe Captain::Llm::ConversationInsightService do
+  describe '#build_chunks' do
+    it 'formats only messages inside the requested period' do
+      account = create(:account)
+      inbox = create(:inbox, account: account)
+      period_start = Date.new(2026, 5, 17)
+      conversation = create(:conversation, account: account, inbox: inbox)
+
+      create(:message, account: account, inbox: inbox, conversation: conversation, content: 'mensagem antiga',
+                       created_at: period_start.prev_day.noon)
+      create(:message, account: account, inbox: inbox, conversation: conversation, content: 'mensagem do periodo',
+                       created_at: period_start.noon)
+
+      service = described_class.new(
+        account: account,
+        inbox: inbox,
+        conversations: [conversation],
+        period_start: period_start,
+        period_end: period_start
+      )
+
+      text = service.send(:build_chunks).join("\n")
+
+      expect(text).to include('mensagem do periodo')
+      expect(text).not_to include('mensagem antiga')
+    end
+  end
+end