feat: update tools

enterprise/lib/captain/tools/add_contact_note_tool.rb

@@ -1,36 +1,26 @@
-class Captain::Tools::AddContactNoteTool < Captain::Tools::BaseAgentTool
+class Captain::Tools::AddContactNoteTool < Captain::Tools::BasePublicTool
   description 'Add a note to a contact profile'
-  param :contact_id, type: 'string', desc: 'The ID of the contact'
   param :note, type: 'string', desc: 'The note content to add to the contact'
 
-  def perform(_tool_context, note:, contact_id:)
-    log_tool_usage('add_contact_note', { contact_id: contact_id, note_length: note.length })
-
-    return 'Missing required parameters: contact_id, note' if note.blank? || contact_id.blank?
-
-    contact = find_contact(contact_id)
+  def perform(tool_context, note:)
+    contact = find_contact(tool_context.state)
     return 'Contact not found' unless contact
 
+    return 'Note content is required' if note.blank?
+
+    log_tool_usage('add_contact_note', { contact_id: contact.id, note_length: note.length })
+
     create_contact_note(contact, note)
     "Note added successfully to contact #{contact.name} (ID: #{contact.id})"
   end
 
   private
 
-  def find_contact(contact_id)
-    account_scoped(::Contact).find_by(id: contact_id)
-  end
-
   def create_contact_note(contact, note)
-    contact.notes.create!(
-      account: @assistant.account,
-      contact: contact,
-      content: note,
-      user: @user
-    )
+    contact.notes.create!(content: note)
   end
 
-  def active?
-    user_has_permission('contact_manage')
+  def permissions
+    %w[contact_manage]
   end
 end

enterprise/lib/captain/tools/add_label_to_conversation_tool.rb

@@ -0,0 +1,34 @@
+class Captain::Tools::AddLabelToConversationTool < Captain::Tools::BasePublicTool
+  description 'Add a label to a conversation'
+  param :label_name, type: 'string', desc: 'The name of the label to add'
+
+  def perform(tool_context, label_name:)
+    conversation = find_conversation(tool_context.state)
+    return 'Conversation not found' unless conversation
+
+    label_name = label_name&.strip&.downcase
+    return 'Label name is required' if label_name.blank?
+
+    label = find_label(label_name)
+    return 'Label not found' unless label
+
+    add_label_to_conversation(conversation, label_name)
+
+    log_tool_usage('added_label', conversation_id: conversation.id, label: label_name)
+
+    "Label '#{label_name}' added to conversation ##{conversation.display_id}"
+  end
+
+  private
+
+  def find_label(label_name)
+    account_scoped(Label).find_by(title: label_name)
+  end
+
+  def add_label_to_conversation(conversation, label_name)
+    conversation.add_labels(label_name)
+  rescue StandardError => e
+    Rails.logger.error "Failed to add label to conversation: #{e.message}"
+    raise
+  end
+end

enterprise/lib/captain/tools/add_private_note_tool.rb

@@ -1,40 +1,31 @@
-class Captain::Tools::AddPrivateNoteTool < Captain::Tools::BaseAgentTool
+class Captain::Tools::AddPrivateNoteTool < Captain::Tools::BasePublicTool
   description 'Add a private note to a conversation'
-  param :conversation_id, type: 'string', desc: 'The display ID of the conversation'
   param :note, type: 'string', desc: 'The private note content'
 
-  def perform(_tool_context, conversation_id:, note:)
-    log_tool_usage('add_private_note', { conversation_id: conversation_id, note_length: note.length })
-
-    return 'Missing required parameters: conversation_id, note' if conversation_id.blank? || note.blank?
-
-    conversation = find_conversation(conversation_id)
+  def perform(tool_context, note:)
+    conversation = find_conversation(tool_context.state)
     return 'Conversation not found' unless conversation
 
+    log_tool_usage('add_private_note', { conversation_id: conversation.id, note_length: note.length })
     create_private_note(conversation, note)
-    "Private note added successfully to conversation #{conversation_id}"
+
+    'Private note added successfully'
   end
 
   private
 
-  def find_conversation(conversation_id)
-    account_scoped(::Conversation).find_by(display_id: conversation_id)
-  end
-
   def create_private_note(conversation, note)
     conversation.messages.create!(
       account: @assistant.account,
       inbox: conversation.inbox,
-      sender: @user,
+      sender: @assistant,
+      message_type: :outgoing,
       content: note,
-      message_type: 'activity',
       private: true
     )
   end
 
-  def active?
-    user_has_permission('conversation_manage') ||
-      user_has_permission('conversation_unassigned_manage') ||
-      user_has_permission('conversation_participating_manage')
+  def permissions
+    %w[conversation_manage conversation_unassigned_manage conversation_participating_manage]
   end
 end

enterprise/lib/captain/tools/base_agent_tool.rb

@@ -1,46 +0,0 @@
-require 'agents'
-
-class Captain::Tools::BaseAgentTool < Agents::Tool
-  def initialize(assistant, user: nil)
-    @assistant = assistant
-    @user = user
-    @account_user = find_account_user if @user.present?
-    super()
-  end
-
-  def active?
-    user_has_permission(required_permission)
-  end
-
-  protected
-
-  def required_permission
-    # Override in subclasses to specify the required permission
-    'agent'
-  end
-
-  private
-
-  def user_has_permission(permission)
-    return false if @account_user.blank?
-
-    return @account_user.custom_role.permissions.include?(permission) if @account_user.custom_role.present?
-
-    # Default permission for agents without custom roles
-    @account_user.administrator? || @account_user.agent?
-  end
-
-  def find_account_user
-    AccountUser.find_by(account_id: @assistant.account_id, user_id: @user.id)
-  end
-
-  def account_scoped(model_class)
-    model_class.where(account_id: @assistant.account_id)
-  end
-
-  def log_tool_usage(action, details = {})
-    Rails.logger.info do
-      "#{self.class.name}: #{action} by user #{@user&.id} for assistant #{@assistant&.id} - #{details.inspect}"
-    end
-  end
-end

enterprise/lib/captain/tools/base_public_tool.rb

@@ -0,0 +1,45 @@
+require 'agents'
+
+class Captain::Tools::BasePublicTool < Agents::Tool
+  def initialize(assistant)
+    @assistant = assistant
+    super()
+  end
+
+  def active?
+    # Public tools are always active
+    true
+  end
+
+  def permissions
+    # Override in subclasses to specify required permissions
+    # Returns empty array for public tools (no permissions required)
+    []
+  end
+
+  private
+
+  def account_scoped(model_class)
+    model_class.where(account_id: @assistant.account_id)
+  end
+
+  def find_conversation(state)
+    conversation_id = state[:conversation][:id]
+    return nil unless conversation_id
+
+    account_scoped(::Conversation).find_by(id: conversation_id)
+  end
+
+  def find_contact(state)
+    contact_id = state[:contact][:id]
+    return nil unless contact_id
+
+    account_scoped(::Contact).find_by(id: contact_id)
+  end
+
+  def log_tool_usage(action, details = {})
+    Rails.logger.info do
+      "#{self.class.name}: #{action} for assistant #{@assistant&.id} - #{details.inspect}"
+    end
+  end
+end

enterprise/lib/captain/tools/update_priority_tool.rb

@@ -1,40 +1,25 @@
-class Captain::Tools::UpdatePriorityTool < Captain::Tools::BaseAgentTool
+class Captain::Tools::UpdatePriorityTool < Captain::Tools::BasePublicTool
   description 'Update the priority of a conversation'
-  param :conversation_id, type: 'string', desc: 'The display ID of the conversation'
   param :priority, type: 'string', desc: 'The priority level: low, medium, high, urgent, or nil to remove priority'
 
-  def perform(_tool_context, conversation_id:, priority:)
-    log_tool_usage('update_priority', { conversation_id: conversation_id, priority: priority })
+  def perform(tool_context, priority:)
+    @conversation = find_conversation(tool_context.state)
+    return 'Conversation not found' unless @conversation
 
-    error = validate_and_prepare(conversation_id, priority)
-    return error if error
+    @normalized_priority = normalize_priority(priority)
+    return "Invalid priority. Valid options: #{valid_priority_options}" unless valid_priority?(@normalized_priority)
+
+    log_tool_usage('update_priority', { conversation_id: @conversation.id, priority: priority })
 
     execute_priority_update
   end
 
   private
 
-  def validate_and_prepare(conversation_id, priority)
-    return 'Missing required parameter: conversation_id' if conversation_id.blank?
-
-    @conversation = find_conversation(conversation_id)
-    return 'Conversation not found' unless @conversation
-
-    @normalized_priority = normalize_priority(priority)
-    return "Invalid priority. Valid options: #{valid_priority_options}" unless valid_priority?(@normalized_priority)
-
-    @conversation_id = conversation_id
-    nil
-  end
-
   def execute_priority_update
     update_conversation_priority(@conversation, @normalized_priority)
     priority_text = @normalized_priority || 'none'
-    "Priority updated to '#{priority_text}' for conversation #{@conversation_id}"
-  end
-
-  def find_conversation(conversation_id)
-    account_scoped(::Conversation).find_by(display_id: conversation_id)
+    "Priority updated to '#{priority_text}' for conversation ##{@conversation.display_id}"
   end
 
   def normalize_priority(priority)
@@ -57,9 +42,7 @@ class Captain::Tools::UpdatePriorityTool < Captain::Tools::BaseAgentTool
     conversation.update!(priority: priority)
   end
 
-  def active?
-    user_has_permission('conversation_manage') ||
-      user_has_permission('conversation_unassigned_manage') ||
-      user_has_permission('conversation_participating_manage')
+  def permissions
+    %w[conversation_manage conversation_unassigned_manage conversation_participating_manage]
   end
 end