90 Commits
Author SHA1 Message Date
Aakash BakhleandGitHub ae49af354d fix: serialize multimodal Captain session content (#15096)
Captain now saves agent session records when a user message includes an
image. The saved record keeps the image URL and excludes downloaded
image bytes, so image replies no longer report a JSON serialization
error after delivery.

Fixes:
https://chatwoot-p3.sentry.io/issues/7618423184/?alert_rule_id=13673680&alert_type=issue&notification_uuid=d22a7ab9-95d6-4bba-85e0-733a28466775&project=6382945

## Root cause

RubyLLM downloads image attachments and caches the binary bytes inside
`RubyLLM::Content`. `SessionCaptureService` passed the live object to
the `run_context` JSON column. Rails then tried to encode the cached
JPEG bytes as UTF-8 and raised `JSON::GeneratorError`.

The error did not block replies, handoffs, or credit updates because
session capture rescues its own failures. The failed write meant that
Chatwoot lost the agent session record for the response.

## How to reproduce

1. Send an image to a Captain V2 assistant.
2. Let RubyLLM load the image during the model request.
3. Save the resulting conversation history in an agent session.
4. Observe the JSON encoding error when Rails reaches the cached image
bytes.

## What changed

`SessionCaptureService` now converts `RubyLLM::Content` to its JSON safe
hash before saving the current turn. The hash contains the message text
and attachment URL without the cached bytes. Other message content is
unchanged.

The focused service spec covers a cached JPEG byte payload and passes
with 12 examples. RuboCop reports no offenses in the changed service and
spec.
2026-07-21 13:04:12 +05:30
Aakash BakhleandGitHub 6d74ff9477 fix(captain): make assistant switcher scrollable (#15027) 2026-07-16 10:44:22 +05:30
354c2cab6b fix(captain): handle resolved conversation context (#14433)
# Pull Request Template

## Description

Fixes: https://github.com/chatwoot/chatwoot/issues/13880

Uses approaches discussed from:
https://github.com/chatwoot/chatwoot/pull/13883

Activity messages pertaining to resolve are included along with an
instruction for the LLM to choose whether to consider them or not along

## 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.

locally and with specs


## 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: Sony Mathew <sony@chatwoot.com>
2026-07-15 23:30:17 +05:30
Aakash BakhleandGitHub 9c68eed676 fix(captain): send custom tool API key headers (#15008)
Captain custom tools configured with API key authentication now send the
configured key in the requested HTTP header. Existing tools begin
working without needing to be recreated or reconfigured, while
credentials remain protected across redirects.

## How to reproduce

1. Create a Captain custom tool using API Key authentication.
2. Configure `X-API-Key` as the header name and save the tool.
3. Invoke the tool and inspect the incoming request.
4. Before this change, the API key header is absent; after this change,
the configured endpoint receives it.

## What changed

The UI persists API key authentication as `name` and `key`, but the
request builder also required an unused `location: header` property. The
request builder now treats API key authentication as header-based,
matching the only mode exposed by the UI.

Custom authentication headers are also registered as sensitive with
`SafeFetch`. They are retained for the configured endpoint and
same-origin redirects, but stripped when a redirect crosses origins to
prevent credential leakage. Factory, request, and redirect specs cover
the real UI payload and both public and private-network fetch paths.
2026-07-15 22:43:30 +05:30
Aakash BakhleandGitHub 6d38b4d39c fix(captain): improve complex migration instructions (#15002)
Improves Captain V1 → V2 migration for complex legacy instructions so
mandatory triggers, workflows, language rules, and escalation behavior
remain active while query-dependent product knowledge is prepared as
pending FAQ candidates.

## What changed

- Added explicit preservation rules for mandatory triggers, verification
steps, escalation conditions, exceptions, and language behavior.
- Added an auditor that checks the draft and fixes any issues before
manual review.
- Kept the existing migration application contract and schema limits
unchanged
- Added focused regression coverage for the complex-prompt classifier
contract.

## How to reproduce

Generate a migration draft for an assistant with dense legacy
instructions containing mandatory handoff triggers, verification rules,
product facts, and multi-step workflows. The resulting draft should keep
actions active, place query-dependent facts in FAQ candidates, and avoid
silently dropping or reversing source requirements.

Focused Captain migration specs and RuboCop checks pass locally.
2026-07-15 14:51:51 +05:30
Aakash BakhleandGitHub fd625981e9 fix(captain): keep custom tools available in Captain V2 (#15015)
Captain V2 assistants can now use every enabled custom tool from their
account through the main assistant. The change keeps existing custom
tool access when an assistant has no migrated scenarios, so switching
from V1 does not remove the capability without warning.

## How to reproduce

1. Create and enable an account custom tool.
2. Use an assistant with no custom instructions and no generated
scenarios.
3. Enable Captain V2 for the account.
4. Before this change, the main assistant receives only FAQ lookup and
handoff. After this change, it also receives the enabled account custom
tool.

## What changed

The main V2 assistant now loads enabled custom tools through its account
association. Scenario agents still load only the tools named in their
scenario instructions. The account custom tool limit keeps the added
tool count bounded.

Focused model coverage verifies enabled tools, disabled tools, account
isolation, FAQ lookup, and handoff. Existing V1 assistant, V2 scenario,
and V2 runner coverage passes. RuboCop passes.
2026-07-15 11:35:57 +05:30
Aakash BakhleandGitHub 2ac55c8728 fix(captain): honor mandatory handoff guidelines (#15003)
Ensures Captain follows explicit mandatory-transfer rules from active
Response Guidelines and Guardrails instead of allowing the generic
consent-first fallback to override those rules.

## What changed

- Made explicit transfer requirements take precedence over generic
consent-first handoff defaults only when their condition matches.
- Added explicit Response Guideline and Guardrail transfer rules to the
human-handoff protocol.
- Added focused prompt regression coverage.

## How to reproduce

Configure a Response Guideline or Guardrail that requires immediate
transfer for a specific condition, then send a request matching that
condition. Captain should invoke the human-handoff path without asking
the user to consent again. Unmatched requests continue to use the
existing consent-first fallback.

The assistant prompt renderer, agent prompt context, and focused
regression specs pass locally.
2026-07-14 19:38:43 +05:30
Aakash BakhleandGitHub 102f19fe41 feat(captain): add FAQ suggestion data model (1/3) (#14977)
Resolved conversations need a separate suggestion layer so repeated FAQ
signals can be grouped without creating untrusted knowledge entries.
This PR adds the persistence foundation only; it introduces no
user-facing behavior by itself.

## Closes

-
[CW-7495](https://linear.app/chatwoot/issue/CW-7495/backend-llm-changes-to-make-conversation-faqs-as-signalssuggestions)
(stacked PR 1/3; the issue is complete after the full stack lands)

## What changed

- Added `captain_faq_suggestions` with question, answer, embedding,
source count, and review status.
- Added `captain_faq_observations` to retain conversation-level signals.
- Added Captain assistant, account, and conversation associations.
- Added vector and lookup indexes for semantic grouping.

## How to test

This layer has no standalone UI behavior. Apply the migration and
confirm Captain assistants can persist open FAQ suggestions with
attached conversation observations.
2026-07-14 14:31:08 +05:30
1b6a80d84d fix(captain): improve conversation completion evaluation (#14967)
# Pull Request Template

## Description

Please include a summary of the change and issue(s) fixed. Also, mention
relevant motivation, context, and any dependencies that this change
requires.
Fixes
https://linear.app/chatwoot/issue/AI-136/check-conversation-status-while-auto-resolving

- After 60mins of inactivity, we run a job that decides if pending
conversations are resolvable or need handoff
- the prompt was a bit conservative and didn't have conversation state
context

## 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.
locally ran a sample eval 

## 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: Sony Mathew <sony@chatwoot.com>
2026-07-14 11:45:40 +05:30
Aakash BakhleandGitHub cc87429903 feat(captain): expand assistant description limit (#14985)
# Pull Request Template

## Description

Increases description for Captain.

Why?
We are planning to include business context in description and 255 char
limit on the column and 200 char limit on the UI are very limiting to
get proper context.

## Type of change

Improvement to accommodate business context

## 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.
locally

## Checklist:

- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
2026-07-13 12:59:36 +05:30
Aakash BakhleandGitHub d57354c8b5 feat: tighten conversation FAQ generation prompt (#14957)
Tightens the resolved-conversation FAQ generator so it only proposes
durable, reusable FAQ candidates supported by human support-agent
messages. The implementation now sends a conversation-FAQ-specific
transcript to the LLM: customer messages plus real human support-agent
messages only, excluding bot, private, activity, and template messages.

## Closes

-
https://linear.app/chatwoot/issue/CW-7494/tighten-conversation-faq-generation-prompt

## What changed

- Added a human-only transcript builder in `ConversationFaqService`
instead of using the generic `conversation.to_llm_text` output.
- Excluded bot/agent-bot messages before the LLM call, which removes the
main bot-line leakage class deterministically.
- Preserved native-channel human replies where outgoing messages are
stored as `external_echo` without a `User` sender.
- Kept a prompt decision gate requiring each FAQ to be backed by a
complete public human-agent answer.
- Added generic no-FAQ classes for spam, wrong-service conversations,
private account/payment/order/certificate/troubleshooting cases, support
workflow mechanics, and direct-link/file/quote outputs.
- Added a separate `conversation_faq_generation` model route defaulting
to `gpt-5.2`, while keeping `document_faq_generation` on its existing
`gpt-4.1-mini` default. Conversation FAQ generation passes that feature
default ahead of the legacy global `CAPTAIN_OPEN_AI_MODEL` setting
unless an account-level override is configured.
- Kept the prompt domain-neutral so it can still generate reusable
product, service, policy, setup, and process FAQs outside SaaS contexts.

## Sampling notes

- Production Langfuse traces showed `llm.captain.conversation_faq` calls
using `gpt-4.1` in the sampled account set.
- Locally, `Llm::FeatureRouter.resolve(feature:
'conversation_faq_generation')` now resolves to `gpt-5.2`.
- Reviewed recent production `llm.captain.conversation_faq` traces
across 13+ accounts in compact form.
- Replayed 20 full traces across 10 accounts/domains, including
education, hosting, retail/auto, APIs, logistics, tax/fiscal workflows,
and Chatwoot account 1.
- Explicit `gpt-5.2` replay with human-only conversation history
returned no FAQ for 15/20 traces.
- A comparison replay with `gpt-4.1-mini` returned no FAQ for only 7/20
traces, bringing back several private/order/payment/support-workflow
cases.
- Remaining non-empty `gpt-5.2` outputs are now mostly
borderline/possibly useful human-agent-derived FAQs rather than obvious
bot-sourced answers.

## How to test

- Resolve conversations where the answer came only from the bot; no
pending FAQ should be generated.
- Resolve spam, unrelated, wrong-service, or private
payment/order/account conversations; no pending FAQ should be generated.
- Resolve conversations that require account/order/payment/login/private
verification or a human handoff; no pending FAQ should be generated.
- Resolve a conversation where a human agent gives a stable, reusable
help-center answer; the generated pending FAQ should be general and
self-contained.
2026-07-09 17:47:47 +05:30
Aakash BakhleandGitHub 83dda621c5 feat: default new accounts to captain v2 (#14917)
# Pull Request Template

## Description

defaults new accounts to 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.

locally and specs

## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [x] Any dependent changes have been merged and published in downstream
modules
2026-07-07 16:21:51 +05:30
Aakash BakhleandGitHub 926a9d8a69 fix(captain): default temperature to 0.5 and remove UI control (#14879)
# Pull Request Template

## Description

- Default temperature to 0.5 and remove UI control
- No migrations needed for existing accounts, their current settings are
preserved

## 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.

locally and spec

## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [x] Any dependent changes have been merged and published in downstream
modules
2026-06-30 15:14:03 +05:30
Aakash BakhleandGitHub 9caceea858 fix(deps): update msgpack for CVE-2026-54522 (#14898)
# Pull Request Template

## Description

This updates the locked `msgpack` gem from `1.8.0` to `1.8.3` so the
bundle-audit check no longer flags CVE-2026-54522. The upgrade stays
within the existing transitive dependency constraints used by `bootsnap`
and `datadog`.

Fixes:
https://app.circleci.com/pipelines/github/chatwoot/chatwoot/114757/workflows/f8c7b37f-27d5-45d4-9f1b-1d1782ebc4e3/jobs/162250

## Type of change

- [x] Bug fix (non-breaking change which fixes an issue)

## How Has This Been Tested?

- `eval "$(rbenv init -)" && bundle exec bundle audit update && bundle
exec bundle audit check -v`
- `eval "$(rbenv init -)" && bundle exec rspec
spec/listeners/action_cable_listener_spec.rb`
- `eval "$(rbenv init -)" && RUBOCOP_CACHE_ROOT=tmp/rubocop_cache bundle
exec rubocop --no-server Gemfile`

## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
2026-06-30 14:56:34 +05:30
Aakash BakhleandGitHub ce2e10e89e fix: tighten captain v2 (#14883)
# Pull Request Template

## Description

Tightens v2 prompt and config to match v1

## 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.
locally

## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [x] Any dependent changes have been merged and published in downstream
modules
2026-06-30 14:20:54 +05:30
7522457740 feat: v2 - generations get trace level attributes (#14878)
# Pull Request Template

~~Note: merge only after https://github.com/chatwoot/ai-agents/pull/74
has been merged~~

## Description

Before:
<img width="436" height="617" alt="image"
src="https://github.com/user-attachments/assets/fd5be8dc-abab-4e01-b251-366648b998ea"
/>


After:
<img width="446" height="577" alt="image"
src="https://github.com/user-attachments/assets/8d96d2f2-c126-4cca-b3a2-f2a62b204adf"
/>


<img width="441" height="558" alt="image"
src="https://github.com/user-attachments/assets/89da4157-48a5-4fdc-9c67-9bf987e31638"
/>



## 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.

locally and specs

## 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: Sony Mathew <sony@chatwoot.com>
2026-06-29 13:50:17 +05:30
Aakash BakhleandGitHub 0af9900be2 fix: model for false promise harness (#14824)
fixes model for false promise harness
2026-06-23 18:42:34 +05:30
Aakash BakhleandGitHub 84fda8a323 fix(captain): move false promise harness setting to account (#14823)
# Pull Request Template

## Description

moves the harness to account settings rather than assistant settings

## Type of change
refactor

## 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.
locally and specs

## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [x] Any dependent changes have been merged and published in downstream
modules
2026-06-23 16:55:42 +05:30
Aakash BakhleandGitHub 1c7e60880d fix: add harness on false promises (#14672)
# Pull Request Template

## Description


https://linear.app/chatwoot/issue/AI-179/false-promise-soft-handoff-guard

## 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.

Against negative cases identified by evals

## Checklist:

- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
2026-06-23 16:30:14 +05:30
Aakash BakhleandGitHub 8e27ca4282 fix(firecrawl): get url in case sourceUrl is not available (#14820)
# Pull Request Template

## Description

Fixes inconsistency by adding a fallback to use `url` instead of
`sourceUrl` when Firecrawl returns empty `sourceUrl` in production.

We switched to v2 endpoints of Firecrawl in
https://github.com/chatwoot/chatwoot/pull/14624 and it worked locally,
but seems to fail for some cases in production.

## 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.
locally


## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [x] Any dependent changes have been merged and published in downstream
modules
2026-06-23 13:40:31 +05:30
Aakash BakhleandGitHub c27a5916bb fix: auto enable document auto-sync (#14806)
# Pull Request Template

## Description

Auto enables document auto-sync on paid plans

fixes:
https://linear.app/chatwoot/issue/AI-186/captain-auto-sync-doesnt-turn-on-automatically-on-subscription

## Type of change

- [x] Bug fix (non-breaking change which fixes an issue)

## How Has This Been Tested?

Please describe the tests that you ran to verify your changes. Provide
instructions so we can reproduce. Please also list any relevant details
for your test configuration.


## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [x] Any dependent changes have been merged and published in downstream
modules
2026-06-22 13:39:43 +05:30
Aakash BakhleandGitHub 45f4b423ae fix: captain usage for BYOK OpenAI tasks (#14587)
# Pull Request Template

## Description

Fixes:
https://linear.app/chatwoot/issue/CW-7167/label-suggestions-bad-ux

## 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.


## Checklist:

- [ ] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
2026-06-08 13:37:21 +05:30
Aakash BakhleandGitHub eaffad12e7 feat(langfuse): propagate observation metadata for evals (#14634)
# Pull Request Template

## Description

We need to pass on trace level attributes down to the spans inside them
like tool calls, observations, etc.
This way, we can filter observations based on trace level attributes.


## 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.

Attributes added to observation metadata for easy filtering
<img width="1327" height="708" alt="image"
src="https://github.com/user-attachments/assets/8f1d1bf8-cde4-481d-a2c2-7920ad2fc52e"
/>

added a `generation_stage` to differentiate llm_calls that call tools vs
those that generate a `final_response`
<img width="1806" height="968" alt="CleanShot 2026-06-03 at 15 11 09@2x"
src="https://github.com/user-attachments/assets/db1fa8e0-7f2d-404b-a719-27a16d400442"
/>


propagated attributes to tool calls for future use
<img width="903" height="517" alt="image"
src="https://github.com/user-attachments/assets/edc61ce8-93db-465c-a66e-043138e2dc15"
/>



## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [x] Any dependent changes have been merged and published in downstream
modules
2026-06-03 16:45:19 +05:30
d20950c5b4 feat: scheduler fairness [AI-159] (#14425)
# Pull Request Template

## Description
Better scheduling and queueing mechanics for document auto-sync
- add jitter plan wise for document sync
- move auto-sync documents to purgeable queue

## Type of change

Please delete options that are not relevant.

- [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.
locally tested and with specs

## 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: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Sony Mathew <sony@chatwoot.com>
Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com>
2026-05-27 16:01:51 +05:30
Aakash BakhleandGitHub 37c8e7e699 fix: firecrawl long external link (#14566)
# Pull Request Template

## Description

Fixes urls going past 255 chars, this is because of arabic urls, where
each character balloons to 8-9 characters and goes past the 255 limit

## 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


## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [x] Any dependent changes have been merged and published in downstream
modules
2026-05-26 14:07:07 +05:30
Aakash BakhleandGitHub bef25781de feat(attachments): add XML and PFX file support (#14539)
Update frontend allowed file types and FileIcon mapping, and backend
Attachment constants to accept .xml and .pfx files

# Pull Request Template

## Description
Customer also wanted XML support along with .pfx

Following up on #14456

## 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.
locally

<img width="864" height="512" alt="CleanShot 2026-05-22 at 11 43 20@2x"
src="https://github.com/user-attachments/assets/4cbf65d4-b919-4a4b-bf75-a4f2e8690586"
/>

<img width="870" height="1440" alt="CleanShot 2026-05-22 at 11 44 03@2x"
src="https://github.com/user-attachments/assets/e763b49d-4365-4c45-9b43-b0c39af87656"
/>


## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [x] Any dependent changes have been merged and published in downstream
modules
2026-05-22 11:55:16 +05:30
3253e863ed fix: validate OpenAI hook credentials (#14068)
# Pull Request Template

## Description

- Validates openai key while configuring hooks
- added backfill logic

Fixes # (issue)

## 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.
locally

<img width="1710" height="1234" alt="CleanShot 2026-04-15 at 16 15
02@2x"
src="https://github.com/user-attachments/assets/3d319fe0-19f9-4fd0-9308-74987daac2e1"
/>

<img width="2884" height="1136" alt="CleanShot 2026-05-11 at 19 22
53@2x"
src="https://github.com/user-attachments/assets/5eae8650-985b-4c4a-af42-35f7175ff52d"
/>



## 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: Vishnu Narayanan <iamwishnu@gmail.com>
2026-05-18 14:08:57 +05:30
Aakash BakhleandGitHub 059d840272 feat: Refresh llm settings when superadmin configs change [AI-151] (#14388)
# Pull Request Template

## Description

fixes:
https://linear.app/chatwoot/issue/AI-151/captains-super-admin-config-dont-get-applied-into-rails-without

## Type of change

- [x] Bug fix (non-breaking change which fixes an issue)


## How Has This Been Tested?

Please describe the tests that you ran to verify your changes. Provide
instructions so we can reproduce. Please also list any relevant details
for your test configuration.
specs and locally

To test locally: 
go to super admin -> settings -> captain -> Change endpoint to something
incorrect
go to local app -> captain -> playground -> try chatting (should fail
due to incorrect endpoint)

now in super admin captain settings, set the correct endpoint then chat
in playground. Now it should work.

Current develop code doesn't reflect the changes in installation config
for captain instantly, needs a server restart.

## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [x] Any dependent changes have been merged and published in downstream
modules
2026-05-18 14:08:26 +05:30
f6be0d80ef feat: UI changes for document auto sync [AI-153] (#14258)
# Pull Request Template

## Description

FE code for document sync

Adds:
- UI to show counts (stats) of available web pages, stale and synced
documents and last synced at
- Bulk action and manual ways to sync web documents
- index to stats related columns

## Type of change

Please delete options that are not relevant.

- [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.

https://linear.app/chatwoot/issue/AI-153/fe-document-auto-sync

Documents dashboard:
<img width="2160" height="986" alt="CleanShot 2026-05-11 at 17 57 09@2x"
src="https://github.com/user-attachments/assets/6d934764-964c-4656-b005-1b4f0329e553"
/>

Filters:
<img width="1138" height="564" alt="CleanShot 2026-05-11 at 17 58 13@2x"
src="https://github.com/user-attachments/assets/cee780e6-eb8f-4aed-8cc5-b674244a821b"
/>

Needs update:
<img width="2222" height="966" alt="CleanShot 2026-05-11 at 17 57 53@2x"
src="https://github.com/user-attachments/assets/70c85ddd-7eb1-4328-ba14-7929e67e7b36"
/>

pdfs:
<img width="2180" height="558" alt="CleanShot 2026-05-11 at 17 58 30@2x"
src="https://github.com/user-attachments/assets/975b5c9f-bd1c-4979-9870-8f926d7f6e11"
/>

bulk actions:
<img width="2244" height="992" alt="CleanShot 2026-05-11 at 17 58 57@2x"
src="https://github.com/user-attachments/assets/bdb3c63f-d2de-41dc-a6d5-8821d3303be0"
/>

single url sync:
<img width="2264" height="722" alt="CleanShot 2026-05-11 at 17 59 19@2x"
src="https://github.com/user-attachments/assets/7d7323a5-0fcb-4be9-8635-55e56964999b"
/>



## 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: Sivin Varghese <64252451+iamsivin@users.noreply.github.com>
Co-authored-by: iamsivin <iamsivin@gmail.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
Co-authored-by: Sony Mathew <sony@chatwoot.com>
Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com>
2026-05-11 20:13:29 +05:30
Aakash BakhleandGitHub aa10d42237 chore: bump RubyLLM version [AI-152] (#14387)
# Pull Request Template

## Description

Bump RubyLLM version and update model registry

## Type of change

Version bump on package

## 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.

locally and specs


## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [x] Any dependent changes have been merged and published in downstream
modules
2026-05-08 18:44:15 +05:30
53b2a517d7 fix: resolve SendReplyJob flaky specs (#14394)
`SendReplyJob` was caching reloadable service class objects in
`CHANNEL_SERVICES`. In test, a request spec can trigger Rails constant
reloading after `SendReplyJob` has already been loaded, leaving the job
with stale class objects while later specs stub the reloaded constants.
This resolves the channel service at perform time so the job follows the
current Rails constant table.

How to reproduce
Run the CircleCI shard that contains send_reply_job_spec, or the
minimized order-dependent reproduction:
```sh
bundle exec rspec --format progress spec/builders/v2/reports/label_summary_builder_spec.rb spec/controllers/api/v1/accounts/bulk_actions_controller_spec.rb spec/jobs/send_reply_job_spec.rb:32
```

What changed
- Store service class names in `SendReplyJob::CHANNEL_SERVICES` instead
of class objects.
- Resolve the service with constantize inside perform so reloads do not
leave stale cached classes.

Co-authored-by: Sony Mathew <2040199+sony-mathew@users.noreply.github.com>
2026-05-07 22:47:09 +05:30
Aakash BakhleandGitHub d7d1e4113c fix: captain auto sync scheduler resilience (#14379)
# Pull Request Template

## Description

skip documents that fail with ActiveRecord errors possibly due to
stale/corrupt data and not crash scheduler

How did we find out about this error?

before October 28th, 2025, we did not have url normalisation.
so we had document rows as: 
id: 123 `https://example.com` status: `in_progress` --> likely stuck
crawl
id 234: `https://example.com/` status: `available` 

When the schedule sync job ran, it ran an `document.update!(sync_status:
:syncing, last_sync_attempted_at: Time.current)` on the 234 one since it
was `available`

now `update!` runs `before_validation :normalize_external_link`
so `https://example.com/` became `https://example.com`

which invalidated:
`validates :external_link, uniqueness: { scope: :assistant_id }`

so the scheduler crashed.

This PR logs the skipped ones with their errors and continues to pick
other documents to scheduler doesn't crash

## 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.
spec

## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [x] Any dependent changes have been merged and published in downstream
modules
2026-05-06 18:07:22 +05:30
Aakash BakhleandGitHub 70f799ab35 fix(captain): add v1 handoff classifier [AI-137] (#14337)
# Pull Request Template

## Description

Captain (v1) makes false promises by saying it will handoff but doesn't.
This happens due to an exact string match comparison and the prompt
gives the model a lot of responsibilities:
- identity
- what to respond
- obey custom instructions
- decide on tool calls

This PR decouples responsibility, the core prompt responds, and an
additional llm call evaluates if handoff was needed or not after that
message.

## 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.

Locally


## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [x] Any dependent changes have been merged and published in downstream
modules
2026-05-05 14:34:31 +05:30
Aakash BakhleandGitHub d00867d636 fix: captain auto sync scheduler config (#14336) 2026-05-04 13:37:25 +05:30
Aakash BakhleandGitHub c09206c22e fix: flaky time based document sync spec (#14320)
fixes:
https://app.circleci.com/pipelines/github/chatwoot/chatwoot/111572/workflows/210e3618-301a-4a8f-a411-826214965441/jobs/146263
2026-04-29 17:36:14 +05:30
Aakash BakhleandGitHub 568aae875b feat: wire up auto-sync job backend [AI-150] (#14117)
# Pull Request Template

## Description

- Wires up Controllers to auto-sync job
- adds plan based sync schedule
- a scheduler that runs every hour to check syncable documents
- guards the whole feature behind feature flag by reclaiming
`twilio_content_templates`
- Adds a global and account level cap on how many documents to enqueue
to prevent sudden burst at first run
- some refactor to simplify code
- specs

Fixes # (issue)

## 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.

specs and locally

## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [x] Any dependent changes have been merged and published in downstream
modules
2026-04-29 14:47:14 +05:30
Aakash BakhleandGitHub 279dd1876c fix: make captain datetime aware (#14069)
# Pull Request Template

## Description

Captain currently cannot discern today, tomorrow etc. This PR adds
datetime awareness to the system prompt

Fixes:
https://linear.app/chatwoot/issue/AI-148/captain-should-be-aware-of-datetime

## 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.

Locally

<img width="696" height="247" alt="CleanShot 2026-04-27 at 14 47 47"
src="https://github.com/user-attachments/assets/6a73a8d9-f48e-46bb-a306-7b9a28a5fa9c"
/>


## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [x] Any dependent changes have been merged and published in downstream
modules
2026-04-27 15:51:49 +05:30
Aakash BakhleandGitHub a651949c33 fix: improve FAQ generation [AI-145] (#14062)
# Pull Request Template

## Description

- Fetch main content only from Firecrawl, exclude some tags to remove
boilerplate
- Prompt changes for FAQ generation

## 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.

tested locally

## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [x] Any dependent changes have been merged and published in downstream
modules
2026-04-27 13:01:44 +05:30
Aakash BakhleandGitHub 2182165201 feat: sync documents job [AI-142] (#14057)
# Pull Request Template

## Description

Document auto-sync job pipeline without wiring to controllers or FE

Fixes # (issue)

## 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.
specs and locally

## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [x] Any dependent changes have been merged and published in downstream
modules
2026-04-22 23:36:32 +05:30
97dae52841 fix: use committed model registry for RubyLLM (#14067)
RubyLLM bundles a static models.json that doesn't know about models
released after the gem was published. Self-hosted users configuring
newer models hit ModelNotFoundError.

Added a rake task that refreshes the registry from models.dev and saves
to disk. ~~Called during Docker image build so every deploy gets fresh
model data. Falls back silently to the bundled registry if models.dev is
unreachable.~~

Commit the models.json file to code so it is available across
deployments.

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2026-04-16 10:28:38 +05:30
Aakash BakhleandGitHub 5264de24b0 feat: migrations for document auto-sync [AI-141] (#14041)
# Pull Request Template

## Description

Add migrations for document auto-sync

Fixes # (issue)

## Type of change

- [x] New feature (non-breaking change which adds functionality)

## How Has This Been Tested?
locally

## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [x] Any dependent changes have been merged and published in downstream
modules
2026-04-15 17:56:10 +05:30
f13f3ba446 fix: log only on system api key failures (#13968)
Removes sentry flooding of unnecessary rubyllm logs of wrong API key.
Logs only system api key error since it would be P0.

---------

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-09 18:04:52 +05:30
fbe3560b7a feat(captain): Add paywall and expose Custom Tools (#13977)
# Pull Request Template

## Description

Custom tools is now discoverable on all plans

## Type of change
- [x] Bug fix (non-breaking change which fixes an issue)

## How Has This Been Tested?

Before:
<img width="390" height="446" alt="CleanShot 2026-04-02 at 13 40 11@2x"
src="https://github.com/user-attachments/assets/0a751954-f3ad-47d6-85b8-1e2f1476a646"
/>


After:

<img width="392" height="522" alt="CleanShot 2026-04-02 at 13 40 47@2x"
src="https://github.com/user-attachments/assets/62a252f6-2551-47a9-b50c-be949f08c456"
/>

<img width="1826" height="638" alt="CleanShot 2026-04-02 at 13 37 39@2x"
src="https://github.com/user-attachments/assets/77dc2a75-3d76-44cf-8579-8d3457879bd0"
/>


## 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
- [x] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [x] Any dependent changes have been merged and published in downstream
modules

---------

Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2026-04-07 10:58:29 +05:30
8daf6cf6cb feat: captain custom tools v1 (#13890)
# Pull Request Template

## Description

Adds custom tool support to v1

## Type of change
- [x] New feature (non-breaking change which adds functionality)


## How Has This Been Tested?

Please describe the tests that you ran to verify your changes. Provide
instructions so we can reproduce. Please also list any relevant details
for your test configuration.

<img width="1816" height="958" alt="CleanShot 2026-03-24 at 11 37 33@2x"
src="https://github.com/user-attachments/assets/2777a953-8b65-4a2d-88ec-39f395b3fb47"
/>

<img width="378" height="488" alt="CleanShot 2026-03-24 at 11 38 18@2x"
src="https://github.com/user-attachments/assets/f6973c99-efd0-40e4-90fe-4472a2f63cea"
/>

<img width="1884" height="1452" alt="CleanShot 2026-03-24 at 11 38
32@2x"
src="https://github.com/user-attachments/assets/9fba4fc4-0c33-46da-888a-52ec6bad6130"
/>



## Checklist:

- [x] My code follows the style guidelines of this project
- [ ] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules

---------

Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2026-04-02 12:40:11 +05:30
Aakash BakhleandGitHub b4b5de9b46 fix: conservative hand_off prompt on auto-resolution (#13953)
# Pull Request Template

## Description

The initial version of prompt deciding to resolve or hand-off to human
agents was too conservative especially in cases where a link or an
action was told to customer. If the customer didn't respond, Captain was
told to hand it off to the agent, but customer may actually have solved
the issue. If not, they can come back and continue the conversation.

Removed two lines about the same and now we should not see needless
handoffs.

## 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.
locally

## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [x] Any dependent changes have been merged and published in downstream
modules
2026-03-31 11:10:12 +05:30
Aakash BakhleandGitHub b4ce59eea8 feat: reclaim response_bot flag for custom_tools (#13897)
Repurpose the deprecated response_bot feature flag slot for
custom_tools.

Migration disables the flag on any accounts that had response_bot
enabled so the repurposed slot starts in its default-off state.

Pre-deploy: run the disable script on production using the old flag name
(response_bot) before deploying this migration.
2026-03-31 10:35:50 +05:30
14df7b3bc1 fix: ai-assist 404 on CE (#13891)
# Pull Request Template

## Description

Relocate controller from enterprise/ to app/ and add
Api::V1::Accounts::Captain::TasksController.prepend_mod_with for EE
overrides.

Fixes: Ai assist giving 404 on CE

## 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="482" height="130" alt="image"
src="https://github.com/user-attachments/assets/f51dc28a-ac54-45c4-9015-6f956fdf5057"
/>

after:
<img width="458" height="182" alt="image"
src="https://github.com/user-attachments/assets/eb86a679-5482-4157-9f4e-f3e9953d8649"
/>


## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [x] Any dependent changes have been merged and published in downstream
modules

Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2026-03-24 16:58:11 +05:30
Aakash BakhleandGitHub 3c0d55f87a fix: handoff only if conversation pending (#13882)
# Pull Request Template

## Description

- Skip handoff when the conversation is no longer pending. 
- Fetch conversation status with Conversation.uncached to avoid stale
query cache when checking pending state.

## 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.

Difficult to reproduce locally, but seen a couple of conversations where
bot hands off an extra time or Captain re-generates usually due to a
retry on FaradayTimeoutError but at perform time, the conversation
status is stale so it appears as if Captain responded in an open
conversation.

## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [x] Any dependent changes have been merged and published in downstream
modules
2026-03-23 17:09:58 +05:30
Aakash BakhleandGitHub 4af3e830fc fix: conversation completion prompt to auto-resolve gibberish/no-intent messages after inactivity (#13875)
# Pull Request Template

## Description

For our account, the conversation completion evaluator was proving to be
too conservative. This resulted in queue noise.
This PR adds a line to handle gibberish/single worded messages with no
further context.

## 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.

<img width="3012" height="978" alt="CleanShot 2026-03-23 at 11 44 55@2x"
src="https://github.com/user-attachments/assets/328195e8-6ea0-4c3a-9049-ee80196eecad"
/>

<img width="2202" height="866" alt="CleanShot 2026-03-23 at 11 47 15@2x"
src="https://github.com/user-attachments/assets/8d51cff4-b18f-4582-9455-8119ec7eff3a"
/>


## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [x] Any dependent changes have been merged and published in downstream
modules
2026-03-23 12:18:23 +05:30
Aakash BakhleandGitHub 290dd3abf5 feat: allow captain to access contact attributes (#13850)
# Pull Request Template

## Description

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

## Type of change

- [x] Bug fix (non-breaking change which fixes an issue)

## How Has This Been Tested?

Please describe the tests that you ran to verify your changes. Provide
instructions so we can reproduce. Please also list any relevant details
for your test configuration.

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

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


## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [x] Any dependent changes have been merged and published in downstream
modules
2026-03-20 16:15:06 +05:30
Aakash BakhleandGitHub 38dbda9378 fix: reverse order of api_key for bg task (#13826)
# Pull Request Template

## Description

we were getting 403, 401 errors on `translate_query` on langfuse and
sentry
This happened because, we use the customer's openai key if they have
BYOK
But translation is something they never opt in so we should not use
their quota for it.
This PR addresses the issue.

## 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.

locally

## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [x] Any dependent changes have been merged and published in downstream
modules
2026-03-17 17:36:40 +05:30
Aakash BakhleandGitHub ac93290c9a fix: skip captain auto-open for templates (#13802)
# Pull Request Template

## Description

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

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

## Type of change


- [x] Bug fix (non-breaking change which fixes an issue)

## How Has This Been Tested?

Please describe the tests that you ran to verify your changes. Provide
instructions so we can reproduce. Please also list any relevant details
for your test configuration.


## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [x] Any dependent changes have been merged and published in downstream
modules
2026-03-16 18:54:12 +05:30
Aakash BakhleandGitHub a90ffe6264 feat: Add force legacy auto-resolve flag (#13804)
# Pull Request Template

## Description

Add account setting and store_accessor for
`captain_force_legacy_auto_resolve`.
Enterprise job now skips LLM evaluation when this flag is true and falls
back to legacy time-based resolution. Add spec to cover the fallback.


## Type of change

We recently rolled out Captain deciding if a conversation is resolved or
not. While it is an improvement for majority of customers, some still
prefer the old way of auto-resolving based on inactivity. This PR adds a
check.

## 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.

legacy_auto_resolve = true

<img width="1282" height="848" alt="CleanShot 2026-03-13 at 19 55 55@2x"
src="https://github.com/user-attachments/assets/dfdcc5d5-6d21-462b-87a6-a5e1b1290a8b"
/>


legacy_auto_resolve = false
<img width="1268" height="864" alt="CleanShot 2026-03-13 at 20 00 50@2x"
src="https://github.com/user-attachments/assets/f4719ec6-922a-4c3b-bc45-7b29eaced565"
/>



## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [x] Any dependent changes have been merged and published in downstream
modules
2026-03-13 15:04:58 -07:00
Aakash BakhleandGitHub 8aa49f69d2 fix: prefer system API key for completion service (#13799)
# Pull Request Template

## Description

Add an api_key override so internal conversation completions prefers
using the system API key and do not consume customer OpenAI credits.
## 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 and locally

## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [x] Any dependent changes have been merged and published in downstream
modules
2026-03-13 13:10:10 +05:30
b103747584 fix: skip Enter key submission during IME composition in AI inputs (#13779)
# Pull Request Template

## Description

CJK language users (Chinese, Japanese, Korean, etc.) use IME where Enter
confirms character selection. AI input components were intercepting
Enter unconditionally, making them unusable for IME users.

Add `event.isComposing` check to CopilotEditor, CopilotInput, and
AssistantPlayground so Enter during active IME composition is ignored.


## 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.

Before:

Add a Japenese keyboard, then go to AI follow-ups, type some word,
selecting it with enter submits the follow up. So CJK users cannot use
follow-ups.



https://github.com/user-attachments/assets/53517432-d97b-47fc-a802-81675e31d5c9



After:

Type a word, press enter to choose it, press enter again to unselect it
and enter again to send


https://github.com/user-attachments/assets/6c2a420b-7ee6-4c71-82a6-d9f1d7bbf31a



## 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: Claude Opus 4.6 <noreply@anthropic.com>
2026-03-13 10:26:51 +05:30
d6d38cdd7d feat: captain decides if conversation should be resolved or kept open (#13336)
# Pull Request Template

## Description

captain decides if conversation should be resolved or open

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

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

## Type of change

Please delete options that are not relevant.

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

## How Has This Been Tested?

Please describe the tests that you ran to verify your changes. Provide
instructions so we can reproduce. Please also list any relevant details
for your test configuration.

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

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


## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [x] Any dependent changes have been merged and published in downstream
modules

---------

Co-authored-by: Sojan Jose <sojan@pepalo.com>
2026-03-13 10:03:58 +05:30
Aakash BakhleandGitHub 87f5af4caa fix: playground captain v2 scenarios (#13747)
# Pull Request Template

## Description

Playground now uses v2. It was only wired to use v1. Traces get `source:
playground` on langfuse when playground has been used.

## 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.

locally and specs
<img width="1806" height="1276" alt="image"
src="https://github.com/user-attachments/assets/41ef4eb3-52b1-4b8e-9a4f-e8510c90cb39"
/>


## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [x] Any dependent changes have been merged and published in downstream
modules
2026-03-11 14:05:16 +05:30
dbe35252bc fix: Use handoff_key for scenarios (#13755)
# Pull Request Template

## Description

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

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

fixes :

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

## Type of change


- [x] Bug fix (non-breaking change which fixes an issue)

## How Has This Been Tested?

Please describe the tests that you ran to verify your changes. Provide
instructions so we can reproduce. Please also list any relevant details
for your test configuration.

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

## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [x] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [x] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [x] Any dependent changes have been merged and published in downstream
modules

---------

Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2026-03-11 14:01:25 +05:30
dc0e5eb465 fix: optimize message query with account_id filter (#13759)
## Description

This PR optimizes message queries by explicitly filtering with
`account_id` so the database can use the existing indexes more
efficiently.

Changes:
- Add `account_id` to message query filters to improve index
utilization.
- Update `last_incoming_message` query to include `account_id`.
- Avoid unnecessary preloading of `contact_inboxes` where it is not
required.
- Update specs to ensure `account_id` is set correctly in
message-related tests.

These changes reduce query cost and improve performance for message
lookups, especially on large accounts.

---------

Co-authored-by: Pranav <pranav@chatwoot.com>
2026-03-10 16:46:20 -07:00
fd69b4c8f2 fix: captain json parsing (#13708)
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2026-03-05 15:43:21 +05:30
8cfbb75128 fix: add missing V1 guardrails to V2 assistant prompt (#13701)
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2026-03-03 17:36:49 +05:30
Aakash BakhleandGitHub 374d2258c7 fix: captain talking over support agent (#13673) 2026-03-03 16:13:34 +05:30
c08fa631a9 feat: Add temporary account setting to disable Captain auto-resolve (#13680)
Add a temporary `captain_disable_auto_resolve` boolean setting on
accounts to prevent Captain from resolving conversations. Guards both
the scheduled resolution job and the assistant's resolve tool.

---------

Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-27 09:37:00 -08:00
Aakash BakhleandGitHub efe49f7da4 fix: captain liquid render file system (#13647) 2026-02-25 20:19:34 +05:30
7cec4ebaae feat: support multimodal user messages in captain v2 (#13581)
Extract and pass image attachments from the latest user message to the
runner,
excluding the last user message from the context for processing.

Fixes #13588 

# Pull Request Template

## Description

Adds image support to captain v2

## 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 and local testing

<img width="754" height="1008" alt="image"
src="https://github.com/user-attachments/assets/914cbc2c-9d30-42d0-87d4-9e5430845c87"
/>

langfuse also shows media correctly with the instrumentation code:
<img width="1800" height="1260" alt="image"
src="https://github.com/user-attachments/assets/ce0f5fa6-b1a5-42ec-a213-9a82b1751037"
/>


## 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>
Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-24 19:37:41 +05:30
Aakash BakhleandGitHub 9dd13b9a2b fix: topup checkout flaky test (#13616) 2026-02-23 14:54:52 +05:30
d8f4bb940e feat: add resolve_conversation tool for Captain V2 scenarios (#13597)
# Pull Request Template

## Description

Adds a new built-in tool that allows Captain scenarios to resolve
conversations programmatically. This enables automated workflows like
the misdirected contact deflector to close conversations after handling
them, while still allowing human review via label filtering.


## Type of change

Please delete options that are not relevant.

- [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.

tested by mentioning it to be used in captain v2 scenario

<img width="1180" height="828" alt="image"
src="https://github.com/user-attachments/assets/e70baf96-0c70-407e-af2c-328500ac5434"
/>



## 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: Claude Opus 4.6 <noreply@anthropic.com>
Co-authored-by: Tanmay Deep Sharma <32020192+tds-1@users.noreply.github.com>
2026-02-20 19:08:36 +05:30
db7e02b93b feat: captain channel type langfuse metadata (#13574)
# Pull Request Template

## Description

Adds channel type to Captain assistant traces in Langfuse

## Type of change

- [x] New feature (non-breaking change which adds functionality)

## How Has This Been Tested?

Please describe the tests that you ran to verify your changes. Provide
instructions so we can reproduce. Please also list any relevant details
for your test configuration.

<img width="906" height="672" alt="image"
src="https://github.com/user-attachments/assets/224cee95-56aa-4672-8f74-0c0052251db9"
/>

<img width="908" height="611" alt="image"
src="https://github.com/user-attachments/assets/ddd8ef0d-47c1-450c-a09f-27e82a34d04d"
/>


## 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: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-20 12:16:43 +05:30
c9619eaed2 chore: ignore .claude directory in gitignore (#13584)
# Pull Request Template
adds .claude to gitignore

Co-authored-by: Tanmay Deep Sharma <32020192+tds-1@users.noreply.github.com>
2026-02-19 13:55:15 +05:30
dae4f3ee13 fix: move llm call of captain outside transaction (#13559)
# Pull Request Template

## Description

Please include a summary of the change and issue(s) fixed. Also, mention
relevant motivation, context, and any dependencies that this change
requires.
Fixes:

The LLM call was wrapped in a transaction. This is an anti-pattern and
caused idle-connections which PG eventually terminated with
`PQconsumeInput() FATAL: terminating connection due to
idle-in-transaction timeout`

This resulted in activity messages being missing in some conversations
on captain handoff, failures queueing up for retry and captain
responding long after conversation was marked open/snoozed.

## 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.
locally and specs


## 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: Muhsin Keloth <muhsinkeramam@gmail.com>
2026-02-17 18:12:14 +05:30
Aakash BakhleandGitHub 138840a23f fix: typo in metadata key in captain v2 (#13558)
# 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
2026-02-17 15:40:50 +05:30
Aakash BakhleandGitHub aa7e3c2d38 feat: langfuse logging improvements (#13534)
Langfuse logging improvements

## Description

Please include a summary of the change and issue(s) fixed. Also, mention
relevant motivation, context, and any dependencies that this change
requires.
Fixes # (issue)
For reply suggestion: the errors are being stored inside output field,
but observations should be marked as errors.
For assistant: add credit_used metadata to filter handoffs from
ai-replies
For langfuse tool call: add `observation_type=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="1028" height="57" alt="image"
src="https://github.com/user-attachments/assets/70f6a36e-6c33-444c-a083-723c7c9e823a"
/>

after:
<img width="872" height="69" alt="image"
src="https://github.com/user-attachments/assets/1b6b6f5f-5384-4e9c-92ba-f56748fec6dd"
/>

`credit_used` to filter handoffs from AI replies that cause credit usage
<img width="1082" height="672" alt="image"
src="https://github.com/user-attachments/assets/90914227-553a-4c03-bc43-56b2018ac7c1"
/>


set `observation_type` to `tool`
<img width="726" height="1452" alt="image"
src="https://github.com/user-attachments/assets/e639cc9b-1c6c-4427-887e-23e5523bf64f"
/>


## 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
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [x] New and existing unit tests pass locally with my changes
- [x] Any dependent changes have been merged and published in downstream
modules
2026-02-17 13:30:04 +05:30
3874383698 feat: insrument captain v2 (#13439)
# 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>
2026-02-17 13:28:26 +05:30
Aakash BakhleandGitHub 101eca3003 feat: add captain editor events (#13524)
## Description

Adds missing analytics instrumentation for the editor AI funnel so we
can measure end-to-end usage and outcome quality.

### What was added

- Captain: Editor AI menu opened
- Captain: Generation failed
- Captain: AI-assisted message sent

### Behavior covered

- Tracks AI button click + menu open from both entry points:
    - top panel sparkle button
    - inline editor copilot button
- Tracks generation failures (initial + follow-up stages).
- Tracks whether accepted AI content was sent as-is or edited before
send.

### Notes

- Applies to editor Captain accept/send flow
(rewrite/summarize/reply_suggestion + follow-ups).
- Does not change Copilot sidebar flow instrumentation.

## Type of change

- [x] Bug fix (non-breaking change which fixes an issue)
- [x] New feature (non-breaking change which adds functionality)
- [ ] Breaking change (fix or feature that would cause existing
functionality not to work as expected)
- [ ] This change requires a documentation update

## How Has This Been Tested?

### Manual verification steps

<img width="1906" height="832" alt="image"
src="https://github.com/user-attachments/assets/f0ade43b-aa8d-41be-8ca2-20a091a81f60"
/>

<img width="828" height="280" alt="image"
src="https://github.com/user-attachments/assets/be76219e-fb61-4a6e-bff5-dc085b0a3cc9"
/>

<img width="415" height="147" alt="image"
src="https://github.com/user-attachments/assets/36802c5c-33a7-49ed-bf7e-f0b02d86dccc"
/>

<img width="2040" height="516" alt="image"
src="https://github.com/user-attachments/assets/74b95288-bc86-4312-a282-14211ae8f25c"
/>


1. Open a conversation with Captain tasks enabled.
2. Click AI button in top panel and inline editor.
3. Confirm analytics events fire for:
    - AI menu opened
4. Run an AI action and force a failure scenario (or empty response
path) and confirm generation-failed event.
5. Accept AI output, then:
    - send without changes -> editedBeforeSend: false
    - edit then send -> editedBeforeSend: true

## Checklist:

- [x] My code follows the style guidelines of this project
- [x] I have performed a self-review of my code
- [ ] I have commented on my code, particularly in hard-to-understand
areas
- [ ] I have made corresponding changes to the documentation
- [x] My changes generate no new warnings
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules
2026-02-17 13:26:56 +05:30
Aakash BakhleandGitHub 6e397c7571 fix: default model for captain assistant (#13496) 2026-02-10 14:53:53 +05:30
Aakash BakhleandGitHub bd732f1fa9 fix: search faqs in account language (#13428)
# 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
2026-02-09 17:25:11 +05:30
81307d5aea feat: search documentation tool for reply suggestions (#13340)
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2026-01-30 16:18:33 +05:30
77493c5d0f fix: captain assistant image comprehension (#13390)
# 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>
2026-01-28 16:07:13 -08:00
Aakash BakhleandGitHub 70d09fcc66 fix: make llm aware about signatures in editor replies (#13332)
Fixes signatures being generated on top of existing signature in draft
for improve, tone change and grammar
2026-01-21 15:52:41 +05:30
Aakash BakhleandGitHub bddf06907b fix: double counting in langfuse instrumentation (#13202) 2026-01-13 18:52:38 +05:30
Aakash BakhleandGitHub dcc72ee63c fix: consistent instrumentation with conversation.display_id (#13194) 2026-01-08 12:27:44 +05:30
3fce56c98f fix: captain template message conflict (#13048)
Co-authored-by: aakashb95 <aakash@chatwoot.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com>
2025-12-15 15:47:26 +05:30
Aakash BakhleandGitHub 1de8d3e56d feat: legacy features to ruby llm (#12994) 2025-12-11 14:17:28 +05:30
67dc21ea5f fix: Hardcoded 500 in AI api error response(#13005)
## Description

Please include a summary of the change and issue(s) fixed. Also, mention
relevant motivation, context, and any dependencies that this change
requires.

Fixes false new relic alerts set due to hardcoding an error code

## Type of change


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="776" height="666" alt="image"
src="https://github.com/user-attachments/assets/f086890d-eaf1-4e83-b383-fe3675b24159"
/>

the 500 was hardcoded. 
RubyLLM doesn't send any error codes, so i removed the error code
argument and just pass the error message

Langfuse gets just the error message

<img width="883" height="700" alt="image"
src="https://github.com/user-attachments/assets/fc8c3907-b9a5-4c87-bfc6-8e05cfe9c8b0"
/>

local logs only show error
<img width="1434" height="200" alt="image"
src="https://github.com/user-attachments/assets/716c6371-78f0-47b8-88a4-03e4196c0e9a"
/>

Better fix is to handle each case and show the user wherever necessary

## 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: aakashb95 <aakash@chatwoot.com>
2025-12-04 20:32:46 +05:30
eed2eaceb0 feat: Migrate ruby llm captain (#12981)
Co-authored-by: aakashb95 <aakash@chatwoot.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2025-12-04 18:26:10 +05:30
87fe1e9ad7 feat: migrate editor to ruby-llm (#12961)
Co-authored-by: aakashb95 <aakash@chatwoot.com>
Co-authored-by: Shivam Mishra <scm.mymail@gmail.com>
2025-12-04 12:51:35 +05:30
1ef945de7b feat: Instrument captain (#12949)
Co-authored-by: aakashb95 <aakash@chatwoot.com>
2025-11-28 15:12:55 +05:30
3ded13c8d5 chore(revert): switch label suggestions back gpt 4 mini (#12959)
Co-authored-by: aakashb95 <aakash@chatwoot.com>
Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
2025-11-27 10:27:11 +05:30
Aakash BakhleandGitHub fa07b9158a fix: switch label suggestions to gpt-5-nano (#12945) 2025-11-25 19:36:47 +05:30
e9c60aec04 feat: Add support for Langfuse LLM Tracing via OTEL (#12905)
This PR adds LLM instrumentation on langfuse for ai-editor feature

## Type of change
New feature (non-breaking change which adds functionality)

Needs langfuse account and env vars to be set

## How Has This Been Tested?

I configured personal langfuse credentials and instrumented the app,
traces can be seen in langfuse.
each conversation is one session. 
<img width="1683" height="714" alt="image"
src="https://github.com/user-attachments/assets/3fcba1c9-63cf-44b9-a355-fd6608691559"
/>
<img width="1446" height="172" alt="image"
src="https://github.com/user-attachments/assets/dfa6e98f-4741-4e04-9a9e-078d1f01e97b"
/>


## 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
- [ ] I have added tests that prove my fix is effective or that my
feature works
- [ ] New and existing unit tests pass locally with my changes
- [ ] Any dependent changes have been merged and published in downstream
modules

---------

Co-authored-by: aakashb95 <aakash@chatwoot.com>
Co-authored-by: Vishnu Narayanan <iamwishnu@gmail.com>
Co-authored-by: Pranav <pranav@chatwoot.com>
2025-11-21 16:31:45 -08:00