test: move captain assistant specs to oss

app/services/captain/assistant/base_assistant_service.rb

@@ -0,0 +1,89 @@
+require 'agents'
+
+class Captain::Assistant::BaseAssistantService
+  def initialize(text:)
+    @text = text
+  end
+
+  def execute
+    agent = build_agent
+    runner = Agents::Runner.with_agents(agent)
+
+    result = runner.run(@text, context: {})
+
+    return error_response(result.error) if result.respond_to?(:error) && result.error
+
+    process_result(result)
+  rescue StandardError => e
+    Rails.logger.error "[Captain V2] #{self.class.name} error: #{e.message}"
+    Rails.logger.error e.backtrace.join("\n")
+
+    error_response(e.message)
+  end
+
+  protected
+
+  def build_agent
+    Agents::Agent.new(
+      name: agent_name,
+      instructions: build_instructions,
+      model: agent_model,
+      response_schema: response_schema
+    )
+  end
+
+  def agent_model
+    InstallationConfig.find_by(name: 'CAPTAIN_OPEN_AI_MODEL')&.value.presence || OpenAiConstants::DEFAULT_MODEL
+  end
+
+  def agent_name
+    raise NotImplementedError, "#{self.class} must implement agent_name"
+  end
+
+  def build_instructions
+    raise NotImplementedError, "#{self.class} must implement build_instructions"
+  end
+
+  def response_schema
+    raise NotImplementedError, "#{self.class} must implement response_schema"
+  end
+
+  def process_result(result)
+    output = result.output
+
+    return error_response(output[:error] || output['error']) if output.is_a?(Hash) && (output[:error] || output['error'])
+
+    build_success_response(output)
+  end
+
+  def build_success_response(output)
+    {
+      success: true,
+      result: extract_primary_field(output),
+      original_text: @text
+    }
+  end
+
+  def error_response(error_message)
+    {
+      success: false,
+      error: error_message,
+      original_text: @text
+    }
+  end
+
+  def extract_field(output, *field_names)
+    return output.to_s unless output.is_a?(Hash)
+
+    field_names.each do |field|
+      value = output[field.to_sym] || output[field.to_s]
+      return value if value
+    end
+
+    nil
+  end
+
+  def extract_primary_field(output)
+    output
+  end
+end

app/services/captain/assistant/change_tone_service.rb

@@ -0,0 +1,56 @@
+class Captain::Assistant::ChangeToneService < Captain::Assistant::BaseAssistantService
+  SUPPORTED_TONES = %w[professional casual straightforward confident friendly].freeze
+
+  def initialize(text:, tone:)
+    super(text: text)
+    @tone = validate_tone(tone)
+  end
+
+  protected
+
+  def agent_name
+    'ToneChanger'
+  end
+
+  def build_instructions
+    context = { tone: @tone }
+    Captain::PromptRenderer.render('rewrite/tone', context.with_indifferent_access)
+  end
+
+  def response_schema
+    {
+      type: 'object',
+      properties: {
+        rewritten_text: {
+          type: 'string',
+          description: 'The rewritten text with the requested tone applied'
+        },
+        tone_applied: {
+          type: 'string',
+          description: 'The tone that was applied to the text'
+        }
+      },
+      required: %w[rewritten_text tone_applied],
+      additionalProperties: false
+    }
+  end
+
+  def build_success_response(output)
+    {
+      success: true,
+      rewritten_text: extract_field(output, 'rewritten_text'),
+      tone: @tone,
+      original_text: @text
+    }
+  end
+
+  private
+
+  def validate_tone(tone)
+    tone_str = tone.to_s.downcase
+
+    raise ArgumentError, "Unsupported tone: #{tone}. Supported tones: #{SUPPORTED_TONES.join(', ')}" unless SUPPORTED_TONES.include?(tone_str)
+
+    tone_str
+  end
+end

app/services/captain/assistant/conversation_summary_service.rb

@@ -0,0 +1,124 @@
+class Captain::Assistant::ConversationSummaryService < Captain::Assistant::BaseAssistantService
+  TOKEN_LIMIT = 16_000
+
+  def initialize(conversation:)
+    @conversation = conversation
+    super(text: format_conversation_messages)
+  end
+
+  protected
+
+  def agent_name
+    'ConversationSummarizer'
+  end
+
+  def build_instructions
+    Captain::PromptRenderer.render('summary', {})
+  end
+
+  def response_schema
+    {
+      type: 'object',
+      properties: {
+        customer_intent: {
+          type: 'string',
+          description: 'Brief description of what the customer wants (around 50 words)'
+        },
+        conversation_summary: {
+          type: 'string',
+          description: 'Summary of the conversation in approximately 200 words'
+        },
+        action_items: {
+          type: 'array',
+          description: 'List of action items committed to by the agent or left incomplete',
+          items: {
+            type: 'string'
+          }
+        },
+        follow_up_items: {
+          type: 'array',
+          description: 'List of unresolved issues or outstanding questions',
+          items: {
+            type: 'string'
+          }
+        }
+      },
+      required: %w[customer_intent conversation_summary],
+      additionalProperties: false
+    }
+  end
+
+  def build_success_response(output)
+    {
+      success: true,
+      summary: build_summary_markdown(output),
+      structured_data: {
+        customer_intent: extract_field(output, 'customer_intent'),
+        conversation_summary: extract_field(output, 'conversation_summary'),
+        action_items: extract_array_field(output, 'action_items'),
+        follow_up_items: extract_array_field(output, 'follow_up_items')
+      }
+    }
+  end
+
+  private
+
+  def format_conversation_messages
+    messages = []
+    character_count = 0
+
+    @conversation.messages
+                 .where(message_type: [:incoming, :outgoing])
+                 .where(private: false)
+                 .reorder('id desc')
+                 .each do |message|
+      break if character_count + message.content.length > TOKEN_LIMIT
+      next if message.content.blank?
+
+      messages.prepend(format_message(message))
+      character_count += message.content.length
+    end
+
+    messages.join("\n")
+  end
+
+  def format_message(message)
+    sender_type = message.incoming? ? 'Customer' : 'Agent'
+    sender_name = message.sender&.name || 'Unknown'
+    "#{sender_type} #{sender_name}: #{message.content}"
+  end
+
+  def extract_array_field(output, field_name)
+    return [] unless output.is_a?(Hash)
+
+    output[field_name.to_sym] || output[field_name.to_s] || []
+  end
+
+  def build_summary_markdown(output)
+    return '' unless output.is_a?(Hash)
+
+    sections = []
+
+    if (intent = extract_field(output, 'customer_intent')).present?
+      sections << "**Customer Intent**\n\n#{intent}"
+    end
+
+    if (summary = extract_field(output, 'conversation_summary')).present?
+      sections << "**Conversation Summary**\n\n#{summary}"
+    end
+
+    action_items = extract_array_field(output, 'action_items')
+    if action_items&.any?
+      items_list = action_items.map { |item| "- #{item}" }.join("\n")
+      sections << "**Action Items**\n\n#{items_list}"
+    end
+
+    follow_up_items = extract_array_field(output, 'follow_up_items')
+    if follow_up_items&.any?
+      items_list = follow_up_items.map { |item| "- #{item}" }.join("\n")
+      sections << "**Follow-up Items**\n\n#{items_list}"
+    end
+
+    sections.join("\n\n")
+  end
+end

app/services/captain/assistant/fix_grammar_service.rb

@@ -0,0 +1,49 @@
+class Captain::Assistant::FixGrammarService < Captain::Assistant::BaseAssistantService
+  protected
+
+  def agent_name
+    'GrammarFixer'
+  end
+
+  def build_instructions
+    Captain::PromptRenderer.render('rewrite/grammar', {})
+  end
+
+  def response_schema
+    {
+      type: 'object',
+      properties: {
+        corrected_text: {
+          type: 'string',
+          description: 'The text with corrected grammar, spelling, and punctuation'
+        },
+        corrections_made: {
+          type: 'array',
+          description: 'List of corrections that were made',
+          items: {
+            type: 'string'
+          }
+        }
+      },
+      required: ['corrected_text'],
+      additionalProperties: false
+    }
+  end
+
+  def build_success_response(output)
+    {
+      success: true,
+      corrected_text: extract_field(output, 'corrected_text'),
+      corrections_made: extract_corrections(output),
+      original_text: @text
+    }
+  end
+
+  private
+
+  def extract_corrections(output)
+    return [] unless output.is_a?(Hash)
+
+    output[:corrections_made] || output['corrections_made'] || []
+  end
+end

enterprise/lib/captain/prompt_renderer.rb

@@ -1,25 +0,0 @@
-require 'liquid'
-
-class Captain::PromptRenderer
-  class << self
-    def render(template_name, context = {})
-      template = load_template(template_name)
-      liquid_template = Liquid::Template.parse(template)
-      liquid_template.render(stringify_keys(context))
-    end
-
-    private
-
-    def load_template(template_name)
-      template_path = Rails.root.join('enterprise', 'lib', 'captain', 'prompts', "#{template_name}.liquid")
-
-      raise "Template not found: #{template_name}" unless File.exist?(template_path)
-
-      File.read(template_path)
-    end
-
-    def stringify_keys(hash)
-      hash.deep_stringify_keys
-    end
-  end
-end

enterprise/lib/enterprise/captain/prompt_renderer.rb

@@ -0,0 +1,9 @@
+module Enterprise::Captain::PromptRenderer
+  private
+
+  def candidate_paths(template_name)
+    [
+      Rails.root.join('enterprise', 'lib', 'captain', 'prompts', "#{template_name}.liquid")
+    ] + super
+  end
+end

lib/captain/prompt_renderer.rb

@@ -0,0 +1,35 @@
+require 'liquid'
+
+class Captain::PromptRenderer
+  class << self
+    def render(template_name, context = {})
+      template = load_template(template_name)
+      liquid_template = Liquid::Template.parse(template)
+      liquid_template.render(stringify_keys(context))
+    end
+
+    private
+
+    def load_template(template_name)
+      candidate_paths(template_name).each do |template_path|
+        next unless File.exist?(template_path)
+
+        return File.read(template_path)
+      end
+
+      raise "Template not found: #{template_name}"
+    end
+
+    def candidate_paths(template_name)
+      [
+        Rails.root.join('lib', 'captain', 'prompts', "#{template_name}.liquid")
+      ]
+    end
+
+    def stringify_keys(hash)
+      hash.deep_stringify_keys
+    end
+  end
+end
+
+Captain::PromptRenderer.singleton_class.prepend_mod_with('Captain::PromptRenderer')

lib/captain/prompts/rewrite/grammar.liquid

@@ -0,0 +1,8 @@
+You are an expert writing editor. Rewrite the provided text to correct grammar, spelling, and punctuation while fully preserving the original meaning and style.
+
+Rules:
+• Preserve tone, language, formatting, structure, proper nouns, URLs, quotes, numbers, IDs, addresses.
+• Do not modify content inside code blocks or backticks.
+• Do not add content or opinions. Keep length similar.
+• Minimal edits if already correct.
+• Do not alter legal, medical, or compliance meaning.

lib/captain/prompts/rewrite/tone.liquid

@@ -0,0 +1,17 @@
+You are an expert writing editor. Rewrite the provided text according to the selected tone while keeping the original intent.
+
+{% case tone %}
+{% when "professional" %}Rewrite in a formal and precise tone.
+{% when "casual" %}Rewrite in a relaxed and conversational tone.
+{% when "straightforward" %}Rewrite concise and direct. Remove filler.
+{% when "confident" %}Rewrite bold and assured.
+{% when "friendly" %}Rewrite warm and positive.
+{% else %}Rewrite to improve clarity and smoothness.
+{% endcase %}
+
+Rules:
+• Preserve original language, meaning, formatting, structure, proper nouns, URLs, quotes, numbers, IDs, addresses.
+• Do not modify content inside code blocks or backticks.
+• Do not add content or opinions. Keep length similar.
+• Minimal edits if already correct.
+• Do not alter legal, medical, or compliance meaning.

lib/captain/prompts/summary.liquid

@@ -0,0 +1,19 @@
+As an AI-powered summarization tool, your task is to condense lengthy interactions between customer support agents and customers into brief, digestible summaries. The objective of these summaries is to provide a quick overview, enabling any agent, even those without prior context, to grasp the essence of the conversation promptly.
+
+Make sure you strongly adhere to the following rules when generating the summary:
+
+1. Be brief and concise. The shorter the summary the better.
+2. Aim to summarize the conversation in approximately 200 words, formatted as multiple small paragraphs that are easier to read.
+3. Describe the customer intent in around 50 words.
+4. Remove information that is not directly relevant to the customer's problem or the agent's solution. For example, personal anecdotes, small talk, etc.
+5. Don't include segments of the conversation that didn't contribute meaningful content, like greetings or farewell.
+6. The 'Action Items' should be a bullet list, arranged in order of priority if possible.
+7. 'Action Items' should strictly encapsulate tasks committed to by the agent or left incomplete. Any suggestions made by the agent should not be included.
+8. The 'Action Items' should be brief and concise.
+9. Mark important words or parts of sentences as bold.
+10. Apply markdown syntax to format any included code, using backticks.
+11. Include a section for "Follow-up Items" or "Open Questions" if there are any unresolved issues or outstanding questions.
+12. If any section does not have any content, remove that section and the heading from the response.
+13. Do not insert your own opinions about the conversation.
+
+Reply in the user's language.

spec/lib/captain/prompt_renderer_spec.rb

@@ -1,17 +1,24 @@
-# frozen_string_literal: true
-
 require 'rails_helper'
 
 RSpec.describe Captain::PromptRenderer do
   let(:template_name) { 'test_template' }
   let(:template_content) { 'Hello {{name}}, your balance is {{balance}}' }
-  let(:template_path) { Rails.root.join('enterprise', 'lib', 'captain', 'prompts', "#{template_name}.liquid") }
+  let(:enterprise_template_path) { Rails.root.join('enterprise', 'lib', 'captain', 'prompts', "#{template_name}.liquid") }
+  let(:oss_template_path) { Rails.root.join('lib', 'captain', 'prompts', "#{template_name}.liquid") }
   let(:context) { { name: 'John', balance: 100 } }
 
   before do
+    if defined?(Enterprise::Captain::PromptRenderer) &&
+       !Captain::PromptRenderer.singleton_class.ancestors.include?(Enterprise::Captain::PromptRenderer)
+      Captain::PromptRenderer.singleton_class.prepend(Enterprise::Captain::PromptRenderer)
+    end
+
     allow(File).to receive(:exist?).and_return(false)
-    allow(File).to receive(:exist?).with(template_path).and_return(true)
+    allow(File).to receive(:read)
-    allow(File).to receive(:read).with(template_path).and_return(template_content)
+
+    allow(File).to receive(:exist?).with(enterprise_template_path).and_return(false)
+    allow(File).to receive(:exist?).with(oss_template_path).and_return(true)
+    allow(File).to receive(:read).with(oss_template_path).and_return(template_content)
   end
 
   describe '.render' do
@@ -39,7 +46,7 @@ RSpec.describe Captain::PromptRenderer do
       nested_template = 'User: {{user.name}}, Account: {{user.account.type}}'
       nested_context = { user: { name: 'Alice', account: { type: 'premium' } } }
 
-      allow(File).to receive(:read).with(template_path).and_return(nested_template)
+      allow(File).to receive(:read).with(oss_template_path).and_return(nested_template)
 
       result = described_class.render(template_name, nested_context)
 
@@ -48,7 +55,7 @@ RSpec.describe Captain::PromptRenderer do
 
     it 'handles empty context' do
       simple_template = 'Hello World'
-      allow(File).to receive(:read).with(template_path).and_return(simple_template)
+      allow(File).to receive(:read).with(oss_template_path).and_return(simple_template)
 
       result = described_class.render(template_name, {})
 
@@ -65,30 +72,41 @@ RSpec.describe Captain::PromptRenderer do
       expect(result).to eq('rendered')
       expect(Liquid::Template).to have_received(:parse).with(template_content)
     end
+
+    it 'prefers enterprise template when available' do
+      allow(File).to receive(:exist?).with(enterprise_template_path).and_return(true)
+      allow(File).to receive(:read).with(enterprise_template_path).and_return('Enterprise {{name}}')
+
+      result = described_class.render(template_name, context)
+
+      expect(result).to eq('Enterprise John')
+      expect(File).to have_received(:read).with(enterprise_template_path)
+      expect(File).not_to have_received(:read).with(oss_template_path)
+    end
   end
 
   describe '.load_template' do
-    it 'reads template file from correct path' do
+    it 'reads template file from OSS path when enterprise file absent' do
       described_class.send(:load_template, template_name)
 
-      expect(File).to have_received(:read).with(template_path)
+      expect(File).to have_received(:read).with(oss_template_path)
     end
 
-    it 'raises error when template does not exist' do
+    it 'raises error when template does not exist in either location' do
-      allow(File).to receive(:exist?).with(template_path).and_return(false)
+      allow(File).to receive(:exist?).with(oss_template_path).and_return(false)
 
       expect { described_class.send(:load_template, template_name) }
         .to raise_error("Template not found: #{template_name}")
     end
 
-    it 'constructs correct template path' do
+    it 'checks enterprise path before OSS path' do
-      expected_path = Rails.root.join('enterprise/lib/captain/prompts/my_template.liquid')
+      allow(File).to receive(:exist?).with(enterprise_template_path).and_return(true)
-      allow(File).to receive(:exist?).with(expected_path).and_return(true)
+      allow(File).to receive(:read).with(enterprise_template_path).and_return('enterprise')
-      allow(File).to receive(:read).with(expected_path).and_return('test content')
 
-      described_class.send(:load_template, 'my_template')
+      described_class.send(:load_template, template_name)
 
-      expect(File).to have_received(:exist?).with(expected_path)
+      expect(File).to have_received(:exist?).with(enterprise_template_path)
+      expect(File).not_to have_received(:read).with(oss_template_path)
     end
   end
 

spec/services/captain/assistant/change_tone_service_spec.rb

@@ -0,0 +1,250 @@
+require 'rails_helper'
+
+RSpec.describe Captain::Assistant::ChangeToneService do
+  let(:text) { 'Hey! Just checking if you got my email about the project' }
+  let(:tone) { 'professional' }
+  let(:service) { described_class.new(text: text, tone: tone) }
+  let(:agent) { instance_double(Agents::Agent) }
+  let(:runner) { instance_double(Agents::Runner) }
+  let(:result) do
+    instance_double(Agents::RunResult,
+                    output: {
+                      'rewritten_text' => 'Good afternoon. I am following up regarding my previous email about the project.',
+                      'tone_applied' => 'professional'
+                    },
+                    error: nil)
+  end
+
+  before do
+    create(:installation_config, name: 'CAPTAIN_OPEN_AI_MODEL', value: 'gpt-4o-mini')
+    allow(Agents::Agent).to receive(:new).and_return(agent)
+    allow(Agents::Runner).to receive(:with_agents).and_return(runner)
+    allow(runner).to receive(:run).with(anything, context: anything).and_return(result)
+    allow(Captain::PromptRenderer).to receive(:render).and_return('tone prompt')
+  end
+
+  describe '#initialize' do
+    it 'initializes with text and tone' do
+      expect(service.instance_variable_get(:@text)).to eq(text)
+      expect(service.instance_variable_get(:@tone)).to eq('professional')
+    end
+
+    it 'converts tone to lowercase' do
+      service = described_class.new(text: text, tone: 'PROFESSIONAL')
+      expect(service.instance_variable_get(:@tone)).to eq('professional')
+    end
+
+    context 'with invalid tone' do
+      it 'raises ArgumentError' do
+        expect do
+          described_class.new(text: text, tone: 'invalid_tone')
+        end.to raise_error(ArgumentError, /Unsupported tone: invalid_tone/)
+      end
+
+      it 'includes supported tones in error message' do
+        expect do
+          described_class.new(text: text, tone: 'invalid')
+        end.to raise_error(ArgumentError, /professional, casual, straightforward, confident, friendly/)
+      end
+    end
+  end
+
+  describe '#execute' do
+    context 'when successful' do
+      it 'renders the tone prompt with correct context' do
+        expect(Captain::PromptRenderer).to receive(:render).with(
+          'rewrite/tone',
+          hash_including(tone: 'professional')
+        )
+        service.execute
+      end
+
+      it 'builds agent with correct parameters' do
+        expect(Agents::Agent).to receive(:new).with(
+          name: 'ToneChanger',
+          instructions: 'tone prompt',
+          model: 'gpt-4o-mini',
+          response_schema: service.send(:response_schema)
+        )
+        service.execute
+      end
+
+      it 'returns success response with rewritten text' do
+        response = service.execute
+        expect(response[:success]).to be true
+        expect(response[:rewritten_text]).to eq('Good afternoon. I am following up regarding my previous email about the project.')
+        expect(response[:tone]).to eq('professional')
+        expect(response[:original_text]).to eq(text)
+      end
+    end
+
+    context 'with different tones' do
+      %w[professional casual straightforward confident friendly].each do |test_tone|
+        it "works with #{test_tone} tone" do
+          service = described_class.new(text: text, tone: test_tone)
+          allow(Agents::Agent).to receive(:new).and_return(agent)
+          allow(Agents::Runner).to receive(:with_agents).and_return(runner)
+          allow(runner).to receive(:run).with(anything, context: anything).and_return(result)
+
+          expect(Captain::PromptRenderer).to receive(:render).with(
+            'rewrite/tone',
+            hash_including(tone: test_tone)
+          )
+          service.execute
+        end
+      end
+    end
+
+    context 'when agent returns an error' do
+      let(:result) { instance_double(Agents::RunResult, output: { error: 'Model error' }, error: nil) }
+
+      it 'returns error response' do
+        response = service.execute
+        expect(response[:success]).to be false
+        expect(response[:error]).to eq('Model error')
+        expect(response[:original_text]).to eq(text)
+      end
+    end
+
+    context 'when exception is raised' do
+      before do
+        allow(runner).to receive(:run).with(anything, context: anything).and_raise(StandardError.new('API timeout'))
+      end
+
+      it 'logs the error' do
+        expect(Rails.logger).to receive(:error).with(/ChangeToneService error: API timeout/)
+        expect(Rails.logger).to receive(:error).with(anything)
+        service.execute
+      end
+
+      it 'returns error response' do
+        response = service.execute
+        expect(response[:success]).to be false
+        expect(response[:error]).to eq('API timeout')
+      end
+    end
+  end
+
+  describe '#agent_name' do
+    it 'returns ToneChanger' do
+      expect(service.send(:agent_name)).to eq('ToneChanger')
+    end
+  end
+
+  describe '#build_instructions' do
+    it 'renders the tone template with tone context' do
+      expect(Captain::PromptRenderer).to receive(:render).with(
+        'rewrite/tone',
+        hash_including(tone: 'professional')
+      )
+      service.send(:build_instructions)
+    end
+  end
+
+  describe '#response_schema' do
+    let(:schema) { service.send(:response_schema) }
+
+    it 'defines object type' do
+      expect(schema[:type]).to eq('object')
+    end
+
+    it 'includes rewritten_text property' do
+      expect(schema[:properties][:rewritten_text]).to include(
+        type: 'string',
+        description: 'The rewritten text with the requested tone applied'
+      )
+    end
+
+    it 'includes tone_applied property' do
+      expect(schema[:properties][:tone_applied]).to include(
+        type: 'string',
+        description: 'The tone that was applied to the text'
+      )
+    end
+
+    it 'marks both fields as required' do
+      expect(schema[:required]).to match_array(%w[rewritten_text tone_applied])
+    end
+
+    it 'disallows additional properties' do
+      expect(schema[:additionalProperties]).to be false
+    end
+  end
+
+  describe '#build_success_response' do
+    let(:output) do
+      {
+        'rewritten_text' => 'Rewritten content',
+        'tone_applied' => 'professional'
+      }
+    end
+
+    it 'extracts rewritten_text from output' do
+      response = service.send(:build_success_response, output)
+      expect(response[:rewritten_text]).to eq('Rewritten content')
+    end
+
+    it 'includes the requested tone' do
+      response = service.send(:build_success_response, output)
+      expect(response[:tone]).to eq('professional')
+    end
+
+    it 'includes original text' do
+      response = service.send(:build_success_response, output)
+      expect(response[:original_text]).to eq(text)
+    end
+
+    it 'marks response as successful' do
+      response = service.send(:build_success_response, output)
+      expect(response[:success]).to be true
+    end
+  end
+
+  describe 'SUPPORTED_TONES constant' do
+    it 'includes all valid tones' do
+      expect(described_class::SUPPORTED_TONES).to match_array(
+        %w[professional casual straightforward confident friendly]
+      )
+    end
+  end
+
+  describe 'End-to-End Tests' do
+    context 'when making real API call (stubbed at HTTP level)' do
+      let(:openai_response) do
+        {
+          id: 'chatcmpl-123',
+          object: 'chat.completion',
+          created: 1_677_652_288,
+          model: 'gpt-4o-mini',
+          choices: [
+            {
+              index: 0,
+              message: {
+                role: 'assistant',
+                content: JSON.generate({
+                                         rewritten_text: 'Good afternoon. I am following up regarding my previous email about the project.',
+                                         tone_applied: 'professional'
+                                       })
+              },
+              finish_reason: 'stop'
+            }
+          ]
+        }
+      end
+
+      before do
+        stub_request(:post, 'https://api.openai.com/v1/chat/completions')
+          .to_return(status: 200, body: openai_response.to_json, headers: { 'Content-Type' => 'application/json' })
+      end
+
+      it 'successfully changes tone through entire stack' do
+        response = service.execute
+
+        expect(response[:success]).to be true
+        expect(response[:rewritten_text]).to eq('Good afternoon. I am following up regarding my previous email about the project.')
+        expect(response[:tone]).to eq('professional')
+        expect(response[:original_text]).to eq(text)
+      end
+    end
+  end
+end

spec/services/captain/assistant/conversation_summary_service_spec.rb

@@ -0,0 +1,222 @@
+require 'rails_helper'
+
+RSpec.describe Captain::Assistant::ConversationSummaryService do
+  let(:account) { create(:account) }
+  let(:conversation) { create(:conversation, account: account) }
+  let(:service) { described_class.new(conversation: conversation) }
+  let(:agent) { instance_double(Agents::Agent) }
+  let(:runner) { instance_double(Agents::Runner) }
+  let(:result) do
+    instance_double(Agents::RunResult,
+                    output: {
+                      'customer_intent' => 'Customer wants to reset their password',
+                      'conversation_summary' => 'The customer contacted support to reset their password. ' \
+                                                'Agent provided instructions and confirmed the reset was successful.',
+                      'action_items' => ['Send password reset email', 'Verify account security'],
+                      'follow_up_items' => ['Check if customer needs additional security settings']
+                    },
+                    error: nil)
+  end
+
+  before do
+    create(:installation_config, name: 'CAPTAIN_OPEN_AI_MODEL', value: 'gpt-4o-mini')
+    create(:message, conversation: conversation, message_type: :incoming, content: 'I need to reset my password')
+    create(:message, conversation: conversation, message_type: :outgoing, content: 'I can help you with that')
+    allow(Agents::Agent).to receive(:new).and_return(agent)
+    allow(Agents::Runner).to receive(:with_agents).and_return(runner)
+    allow(runner).to receive(:run).with(anything, context: anything).and_return(result)
+    allow(Captain::PromptRenderer).to receive(:render).and_return('summary prompt')
+  end
+
+  describe '#initialize' do
+    it 'initializes with conversation' do
+      expect(service.instance_variable_get(:@conversation)).to eq(conversation)
+    end
+
+    it 'formats conversation messages as text' do
+      text = service.instance_variable_get(:@text)
+      expect(text).to include('I need to reset my password')
+      expect(text).to include('I can help you with that')
+    end
+  end
+
+  describe '#execute' do
+    context 'when successful' do
+      it 'renders the summary prompt' do
+        expect(Captain::PromptRenderer).to receive(:render).with('summary', {})
+        service.execute
+      end
+
+      it 'builds agent with correct parameters' do
+        expect(Agents::Agent).to receive(:new).with(
+          name: 'ConversationSummarizer',
+          instructions: 'summary prompt',
+          model: 'gpt-4o-mini',
+          response_schema: service.send(:response_schema)
+        )
+        service.execute
+      end
+
+      it 'returns success response with structured data' do
+        response = service.execute
+        expect(response[:success]).to be true
+        expect(response[:structured_data][:customer_intent]).to eq('Customer wants to reset their password')
+        expect(response[:structured_data][:conversation_summary]).to include('contacted support')
+        expect(response[:structured_data][:action_items]).to include('Send password reset email')
+        expect(response[:structured_data][:follow_up_items]).to include('Check if customer needs additional security settings')
+      end
+
+      it 'includes markdown formatted summary' do
+        response = service.execute
+        expect(response[:summary]).to include('**Customer Intent**')
+        expect(response[:summary]).to include('**Conversation Summary**')
+        expect(response[:summary]).to include('**Action Items**')
+        expect(response[:summary]).to include('**Follow-up Items**')
+      end
+    end
+
+    context 'when agent returns an error' do
+      let(:result) { instance_double(Agents::RunResult, output: { error: 'Model error' }, error: nil) }
+
+      it 'returns error response' do
+        response = service.execute
+        expect(response[:success]).to be false
+        expect(response[:error]).to eq('Model error')
+      end
+    end
+
+    context 'when exception is raised' do
+      before do
+        allow(runner).to receive(:run).with(anything, context: anything).and_raise(StandardError.new('API timeout'))
+      end
+
+      it 'logs the error' do
+        expect(Rails.logger).to receive(:error).with(/ConversationSummaryService error: API timeout/)
+        expect(Rails.logger).to receive(:error).with(anything)
+        service.execute
+      end
+
+      it 'returns error response' do
+        response = service.execute
+        expect(response[:success]).to be false
+        expect(response[:error]).to eq('API timeout')
+      end
+    end
+  end
+
+  describe '#agent_name' do
+    it 'returns ConversationSummarizer' do
+      expect(service.send(:agent_name)).to eq('ConversationSummarizer')
+    end
+  end
+
+  describe '#build_instructions' do
+    it 'renders the summary template' do
+      expect(Captain::PromptRenderer).to receive(:render).with('summary', {})
+      service.send(:build_instructions)
+    end
+  end
+
+  describe '#response_schema' do
+    let(:schema) { service.send(:response_schema) }
+
+    it 'defines object type' do
+      expect(schema[:type]).to eq('object')
+    end
+
+    it 'includes customer_intent property' do
+      expect(schema[:properties][:customer_intent]).to include(
+        type: 'string',
+        description: 'Brief description of what the customer wants (around 50 words)'
+      )
+    end
+
+    it 'includes conversation_summary property' do
+      expect(schema[:properties][:conversation_summary]).to include(
+        type: 'string',
+        description: 'Summary of the conversation in approximately 200 words'
+      )
+    end
+
+    it 'includes action_items property' do
+      expect(schema[:properties][:action_items][:type]).to eq('array')
+      expect(schema[:properties][:action_items][:items][:type]).to eq('string')
+    end
+
+    it 'includes follow_up_items property' do
+      expect(schema[:properties][:follow_up_items][:type]).to eq('array')
+      expect(schema[:properties][:follow_up_items][:items][:type]).to eq('string')
+    end
+
+    it 'marks required fields' do
+      expect(schema[:required]).to match_array(%w[customer_intent conversation_summary])
+    end
+
+    it 'disallows additional properties' do
+      expect(schema[:additionalProperties]).to be false
+    end
+  end
+
+  describe '#build_success_response' do
+    let(:output) do
+      {
+        'customer_intent' => 'Reset password',
+        'conversation_summary' => 'Password reset conversation',
+        'action_items' => ['Item 1', 'Item 2'],
+        'follow_up_items' => ['Follow-up 1']
+      }
+    end
+
+    it 'extracts customer_intent from output' do
+      response = service.send(:build_success_response, output)
+      expect(response[:structured_data][:customer_intent]).to eq('Reset password')
+    end
+
+    it 'extracts conversation_summary from output' do
+      response = service.send(:build_success_response, output)
+      expect(response[:structured_data][:conversation_summary]).to eq('Password reset conversation')
+    end
+
+    it 'extracts action_items from output' do
+      response = service.send(:build_success_response, output)
+      expect(response[:structured_data][:action_items]).to eq(['Item 1', 'Item 2'])
+    end
+
+    it 'extracts follow_up_items from output' do
+      response = service.send(:build_success_response, output)
+      expect(response[:structured_data][:follow_up_items]).to eq(['Follow-up 1'])
+    end
+
+    it 'builds markdown summary' do
+      response = service.send(:build_success_response, output)
+      expect(response[:summary]).to include('**Customer Intent**')
+      expect(response[:summary]).to include('Reset password')
+    end
+
+    it 'marks response as successful' do
+      response = service.send(:build_success_response, output)
+      expect(response[:success]).to be true
+    end
+  end
+
+  describe '#format_conversation_messages' do
+    it 'includes incoming and outgoing messages' do
+      text = service.send(:format_conversation_messages)
+      expect(text).to include('Customer')
+      expect(text).to include('Agent')
+    end
+
+    it 'excludes private messages' do
+      create(:message, conversation: conversation, message_type: :incoming, content: 'Private note', private: true)
+      text = service.send(:format_conversation_messages)
+      expect(text).not_to include('Private note')
+    end
+
+    it 'respects token limit' do
+      long_content = 'a' * 20_000
+      create(:message, conversation: conversation, message_type: :incoming, content: long_content)
+      text = service.send(:format_conversation_messages)
+      expect(text.length).to be <= described_class::TOKEN_LIMIT
+    end
+  end
+end

spec/services/captain/assistant/fix_grammar_service_spec.rb

@@ -0,0 +1,249 @@
+require 'rails_helper'
+
+RSpec.describe Captain::Assistant::FixGrammarService do
+  let(:text) { 'their going too the store tommorow and there bringing they\'re friends' }
+  let(:service) { described_class.new(text: text) }
+  let(:agent) { instance_double(Agents::Agent) }
+  let(:runner) { instance_double(Agents::Runner) }
+  let(:result) do
+    instance_double(Agents::RunResult,
+                    output: {
+                      'corrected_text' => 'They\'re going to the store tomorrow and they\'re bringing their friends.',
+                      'corrections_made' => [
+                        'Changed "their" to "They\'re"',
+                        'Changed "too" to "to"',
+                        'Fixed spelling: "tommorow" to "tomorrow"',
+                        'Changed "there" to "they\'re"',
+                        'Changed "they\'re" to "their"'
+                      ]
+                    },
+                    error: nil)
+  end
+
+  before do
+    create(:installation_config, name: 'CAPTAIN_OPEN_AI_MODEL', value: 'gpt-4o-mini')
+    allow(Agents::Agent).to receive(:new).and_return(agent)
+    allow(Agents::Runner).to receive(:with_agents).and_return(runner)
+    allow(runner).to receive(:run).with(anything, context: anything).and_return(result)
+    allow(Captain::PromptRenderer).to receive(:render).and_return('grammar prompt')
+  end
+
+  describe '#initialize' do
+    it 'initializes with text only' do
+      expect(service.instance_variable_get(:@text)).to eq(text)
+    end
+  end
+
+  describe '#execute' do
+    context 'when successful' do
+      it 'renders the grammar prompt' do
+        expect(Captain::PromptRenderer).to receive(:render).with('rewrite/grammar', {})
+        service.execute
+      end
+
+      it 'builds agent with correct parameters' do
+        expect(Agents::Agent).to receive(:new).with(
+          name: 'GrammarFixer',
+          instructions: 'grammar prompt',
+          model: 'gpt-4o-mini',
+          response_schema: service.send(:response_schema)
+        )
+        service.execute
+      end
+
+      it 'returns success response with corrected text' do
+        response = service.execute
+        expect(response[:success]).to be true
+        expect(response[:corrected_text]).to eq('They\'re going to the store tomorrow and they\'re bringing their friends.')
+        expect(response[:original_text]).to eq(text)
+      end
+
+      it 'includes corrections made' do
+        response = service.execute
+        expect(response[:corrections_made]).to be_an(Array)
+        expect(response[:corrections_made]).to include('Changed "their" to "They\'re"')
+      end
+    end
+
+    context 'when output does not include corrections_made' do
+      let(:result) do
+        instance_double(Agents::RunResult,
+                        output: {
+                          'corrected_text' => 'Corrected text without corrections list'
+                        },
+                        error: nil)
+      end
+
+      it 'returns empty array for corrections_made' do
+        response = service.execute
+        expect(response[:success]).to be true
+        expect(response[:corrections_made]).to eq([])
+      end
+    end
+
+    context 'when agent returns an error' do
+      let(:result) { instance_double(Agents::RunResult, output: { error: 'Model error' }, error: nil) }
+
+      it 'returns error response' do
+        response = service.execute
+        expect(response[:success]).to be false
+        expect(response[:error]).to eq('Model error')
+        expect(response[:original_text]).to eq(text)
+      end
+    end
+
+    context 'when exception is raised' do
+      before do
+        allow(runner).to receive(:run).with(anything, context: anything).and_raise(StandardError.new('API timeout'))
+      end
+
+      it 'logs the error' do
+        expect(Rails.logger).to receive(:error).with(/FixGrammarService error: API timeout/)
+        expect(Rails.logger).to receive(:error).with(anything)
+        service.execute
+      end
+
+      it 'returns error response' do
+        response = service.execute
+        expect(response[:success]).to be false
+        expect(response[:error]).to eq('API timeout')
+      end
+    end
+  end
+
+  describe '#agent_name' do
+    it 'returns GrammarFixer' do
+      expect(service.send(:agent_name)).to eq('GrammarFixer')
+    end
+  end
+
+  describe '#build_instructions' do
+    it 'renders the grammar template with empty context' do
+      expect(Captain::PromptRenderer).to receive(:render).with('rewrite/grammar', {})
+      service.send(:build_instructions)
+    end
+  end
+
+  describe '#response_schema' do
+    let(:schema) { service.send(:response_schema) }
+
+    it 'defines object type' do
+      expect(schema[:type]).to eq('object')
+    end
+
+    it 'includes corrected_text property' do
+      expect(schema[:properties][:corrected_text]).to include(
+        type: 'string',
+        description: 'The text with corrected grammar, spelling, and punctuation'
+      )
+    end
+
+    it 'includes corrections_made property' do
+      expect(schema[:properties][:corrections_made]).to include(
+        type: 'array',
+        description: 'List of corrections that were made'
+      )
+    end
+
+    it 'marks corrected_text as required' do
+      expect(schema[:required]).to include('corrected_text')
+    end
+
+    it 'disallows additional properties' do
+      expect(schema[:additionalProperties]).to be false
+    end
+  end
+
+  describe '#build_success_response' do
+    let(:output) do
+      {
+        'corrected_text' => 'Corrected content',
+        'corrections_made' => ['Fix 1', 'Fix 2']
+      }
+    end
+
+    it 'extracts corrected_text from output' do
+      response = service.send(:build_success_response, output)
+      expect(response[:corrected_text]).to eq('Corrected content')
+    end
+
+    it 'includes corrections made' do
+      response = service.send(:build_success_response, output)
+      expect(response[:corrections_made]).to eq(['Fix 1', 'Fix 2'])
+    end
+
+    it 'includes original text' do
+      response = service.send(:build_success_response, output)
+      expect(response[:original_text]).to eq(text)
+    end
+
+    it 'marks response as successful' do
+      response = service.send(:build_success_response, output)
+      expect(response[:success]).to be true
+    end
+  end
+
+  describe '#extract_corrections' do
+    it 'returns array when output has corrections_made as symbol key' do
+      output = { corrections_made: ['Fix 1'] }
+      expect(service.send(:extract_corrections, output)).to eq(['Fix 1'])
+    end
+
+    it 'returns array when output has corrections_made as string key' do
+      output = { 'corrections_made' => ['Fix 1'] }
+      expect(service.send(:extract_corrections, output)).to eq(['Fix 1'])
+    end
+
+    it 'returns empty array when output is not a hash' do
+      expect(service.send(:extract_corrections, 'string')).to eq([])
+    end
+
+    it 'returns empty array when corrections_made is missing' do
+      expect(service.send(:extract_corrections, {})).to eq([])
+    end
+  end
+
+  describe 'End-to-End Tests' do
+    context 'when making real API call (stubbed at HTTP level)' do
+      let(:openai_response) do
+        {
+          id: 'chatcmpl-456',
+          object: 'chat.completion',
+          created: 1_677_652_300,
+          model: 'gpt-4o-mini',
+          choices: [
+            {
+              index: 0,
+              message: {
+                role: 'assistant',
+                content: JSON.generate({
+                                         corrected_text: 'They\'re going to the store tomorrow and they\'re bringing their friends.',
+                                         corrections_made: [
+                                           'Changed "their" to "They\'re"',
+                                           'Changed "too" to "to"',
+                                           'Fixed spelling: "tommorow" to "tomorrow"'
+                                         ]
+                                       })
+              },
+              finish_reason: 'stop'
+            }
+          ]
+        }
+      end
+
+      before do
+        stub_request(:post, 'https://api.openai.com/v1/chat/completions')
+          .to_return(status: 200, body: openai_response.to_json, headers: { 'Content-Type' => 'application/json' })
+      end
+
+      it 'successfully fixes grammar through entire stack' do
+        response = service.execute
+
+        expect(response[:success]).to be true
+        expect(response[:corrected_text]).to eq('They\'re going to the store tomorrow and they\'re bringing their friends.')
+        expect(response[:corrections_made]).to include('Changed "their" to "They\'re"')
+        expect(response[:original_text]).to eq(text)
+      end
+    end
+  end
+end