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

app/actions/contact_identify_action.rb

@@ -104,7 +104,7 @@ class ContactIdentifyAction
     # blank identifier or email will throw unique index error
     # TODO: replace reject { |_k, v| v.blank? } with compact_blank when rails is upgraded
     @contact.discard_invalid_attrs if discard_invalid_attrs
-    @contact.save!
+    @contact.save! if @contact.changed?
     enqueue_avatar_job
   end
 

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

@@ -18,10 +18,18 @@ const newMessage = ref('');
 const isLoading = ref(false);
 
 const formatMessagesForApi = () => {
-  return messages.value.map(message => ({
-    role: message.sender,
-    content: message.content,
-  }));
+  return messages.value.map(message => {
+    const payload = {
+      role: message.sender,
+      content: message.content,
+    };
+
+    if (message.sender === 'assistant' && message.agentName) {
+      payload.agent_name = message.agentName;
+    }
+
+    return payload;
+  });
 };
 
 const resetConversation = () => {
@@ -62,6 +70,7 @@ const sendMessage = async () => {
     messages.value.push({
       content: data.response,
       sender: 'assistant',
+      agentName: data.agent_name,
       timestamp: new Date().toISOString(),
     });
   } catch (error) {
@@ -71,6 +80,12 @@ const sendMessage = async () => {
     isLoading.value = false;
   }
 };
+
+const handleEnterKey = event => {
+  if (event.isComposing) return;
+  event.preventDefault();
+  sendMessage();
+};
 </script>
 
 <template>
@@ -104,7 +119,7 @@ const sendMessage = async () => {
         v-model="newMessage"
         class="flex-1 bg-transparent border-none focus:outline-none text-sm mb-0 text-n-slate-12 placeholder:text-n-slate-10"
         :placeholder="t('CAPTAIN.PLAYGROUND.MESSAGE_PLACEHOLDER')"
-        @keyup.enter="sendMessage"
+        @keydown.enter.exact="handleEnterKey"
       />
       <NextButton
         ghost

app/javascript/dashboard/components-next/copilot/CopilotInput.vue

@@ -29,6 +29,12 @@ const handleInput = () => {
   nextTick(adjustHeight);
 };
 
+const handleEnterKey = event => {
+  if (event.isComposing) return;
+  event.preventDefault();
+  sendMessage();
+};
+
 onMounted(() => {
   nextTick(adjustHeight);
 });
@@ -43,7 +49,7 @@ onMounted(() => {
       class="w-full reset-base bg-n-alpha-3 ltr:pl-4 ltr:pr-12 rtl:pl-12 rtl:pr-4 py-3 text-sm border border-n-weak rounded-lg focus:outline-0 focus:outline-none focus:ring-2 focus:ring-n-blue-11 focus:border-n-blue-11 resize-none overflow-hidden max-h-[200px] mb-0 text-n-slate-12"
       rows="1"
       @input="handleInput"
-      @keydown.enter.exact.prevent="sendMessage"
+      @keydown.enter.exact="handleEnterKey"
     />
     <button
       class="absolute ltr:right-1 rtl:left-1 top-1/2 -translate-y-1/2 h-9 w-10 flex items-center justify-center text-n-slate-11 hover:text-n-blue-11"

app/javascript/dashboard/components/widgets/WootWriter/CopilotEditor.vue

@@ -107,7 +107,8 @@ function onKeydown(view, event) {
   emit('keydown');
 
   // Handle Enter key to send message (Shift+Enter for new line)
-  if (event.key === 'Enter' && !event.shiftKey) {
+  // Skip if IME composition is active (CJK character confirmation)
+  if (event.key === 'Enter' && !event.shiftKey && !event.isComposing) {
     event.preventDefault();
     handleSubmit();
     return true; // Prevent ProseMirror's default Enter handling

app/javascript/dashboard/composables/spec/useAutomation.spec.js

@@ -38,7 +38,7 @@ describe('useAutomation', () => {
     });
     useMapGetter.mockImplementation(getter => {
       const getterMap = {
-        'agents/getAgents': agents,
+        'agents/getVerifiedAgents': agents,
         'campaigns/getAllCampaigns': campaigns,
         'contacts/getContacts': contacts,
         'inboxes/getInboxes': inboxes,

app/javascript/dashboard/composables/spec/useMacros.spec.js

@@ -111,7 +111,7 @@ describe('useMacros', () => {
     useStoreGetters.mockReturnValue({
       'labels/getLabels': { value: mockLabels },
       'teams/getTeams': { value: mockTeams },
-      'agents/getAgents': { value: mockAgents },
+      'agents/getVerifiedAgents': { value: mockAgents },
     });
   });
 
@@ -167,7 +167,7 @@ describe('useMacros', () => {
     useStoreGetters.mockReturnValue({
       'labels/getLabels': { value: [] },
       'teams/getTeams': { value: [] },
-      'agents/getAgents': { value: [] },
+      'agents/getVerifiedAgents': { value: [] },
     });
 
     const { getMacroDropdownValues } = useMacros();

app/javascript/dashboard/composables/useAutomationValues.js

@@ -20,7 +20,7 @@ import {
 export default function useAutomationValues() {
   const getters = useStoreGetters();
   const { t } = useI18n();
-  const agents = useMapGetter('agents/getAgents');
+  const agents = useMapGetter('agents/getVerifiedAgents');
   const campaigns = useMapGetter('campaigns/getAllCampaigns');
   const contacts = useMapGetter('contacts/getContacts');
   const inboxes = useMapGetter('inboxes/getInboxes');

app/javascript/dashboard/composables/useMacros.js

@@ -13,7 +13,7 @@ export const useMacros = () => {
 
   const labels = computed(() => getters['labels/getLabels'].value);
   const teams = computed(() => getters['teams/getTeams'].value);
-  const agents = computed(() => getters['agents/getAgents'].value);
+  const agents = computed(() => getters['agents/getVerifiedAgents'].value);
 
   /**
    * Get dropdown values based on the specified type

app/listeners/reporting_event_listener.rb

@@ -3,19 +3,20 @@ class ReportingEventListener < BaseListener
 
   def conversation_resolved(event)
     conversation = extract_conversation_and_account(event)[0]
-    time_to_resolve = conversation.updated_at.to_i - conversation.created_at.to_i
+    event_end_time = event.timestamp
+    time_to_resolve = event_end_time.to_i - conversation.created_at.to_i
 
     reporting_event = ReportingEvent.new(
       name: 'conversation_resolved',
       value: time_to_resolve,
       value_in_business_hours: business_hours(conversation.inbox, conversation.created_at,
-                                              conversation.updated_at),
+                                              event_end_time),
       account_id: conversation.account_id,
       inbox_id: conversation.inbox_id,
       user_id: conversation.assignee_id,
       conversation_id: conversation.id,
       event_start_time: conversation.created_at,
-      event_end_time: conversation.updated_at
+      event_end_time: event_end_time
     )
 
     create_bot_resolved_event(conversation, reporting_event)
@@ -69,41 +70,51 @@ class ReportingEventListener < BaseListener
 
   def conversation_bot_handoff(event)
     conversation = extract_conversation_and_account(event)[0]
+    event_end_time = event.timestamp
 
     # check if a conversation_bot_handoff event exists for this conversation
     bot_handoff_event = ReportingEvent.find_by(conversation_id: conversation.id, name: 'conversation_bot_handoff')
     return if bot_handoff_event.present?
 
-    time_to_handoff = conversation.updated_at.to_i - conversation.created_at.to_i
+    time_to_handoff = event_end_time.to_i - conversation.created_at.to_i
 
     reporting_event = ReportingEvent.new(
       name: 'conversation_bot_handoff',
       value: time_to_handoff,
-      value_in_business_hours: business_hours(conversation.inbox, conversation.created_at, conversation.updated_at),
+      value_in_business_hours: business_hours(conversation.inbox, conversation.created_at, event_end_time),
       account_id: conversation.account_id,
       inbox_id: conversation.inbox_id,
       user_id: conversation.assignee_id,
       conversation_id: conversation.id,
       event_start_time: conversation.created_at,
-      event_end_time: conversation.updated_at
+      event_end_time: event_end_time
     )
     reporting_event.save!
   end
 
+  def conversation_captain_inference_resolved(event)
+    create_captain_inference_event(event, 'conversation_captain_inference_resolved')
+  end
+
+  def conversation_captain_inference_handoff(event)
+    create_captain_inference_event(event, 'conversation_captain_inference_handoff')
+  end
+
   def conversation_opened(event)
     conversation = extract_conversation_and_account(event)[0]
+    event_end_time = event.timestamp
 
     # Find the most recent resolved event for this conversation
     last_resolved_event = ReportingEvent.where(
       conversation_id: conversation.id,
       name: 'conversation_resolved'
-    ).order(event_end_time: :desc).first
+    ).where('event_end_time <= ?', event_end_time).order(event_end_time: :desc).first
 
     # For first-time openings, value is 0
     # For reopenings, calculate time since resolution
     if last_resolved_event
-      time_since_resolved = conversation.updated_at.to_i - last_resolved_event.event_end_time.to_i
-      business_hours_value = business_hours(conversation.inbox, last_resolved_event.event_end_time, conversation.updated_at)
+      time_since_resolved = event_end_time.to_i - last_resolved_event.event_end_time.to_i
+      business_hours_value = business_hours(conversation.inbox, last_resolved_event.event_end_time, event_end_time)
       start_time = last_resolved_event.event_end_time
     else
       time_since_resolved = 0
@@ -111,12 +122,12 @@ class ReportingEventListener < BaseListener
       start_time = conversation.created_at
     end
 
-    create_conversation_opened_event(conversation, time_since_resolved, business_hours_value, start_time)
+    create_conversation_opened_event(conversation, time_since_resolved, business_hours_value, start_time, event_end_time)
   end
 
   private
 
-  def create_conversation_opened_event(conversation, time_since_resolved, business_hours_value, start_time)
+  def create_conversation_opened_event(conversation, time_since_resolved, business_hours_value, start_time, event_end_time)
     reporting_event = ReportingEvent.new(
       name: 'conversation_opened',
       value: time_since_resolved,
@@ -126,11 +137,27 @@ class ReportingEventListener < BaseListener
       user_id: conversation.assignee_id,
       conversation_id: conversation.id,
       event_start_time: start_time,
-      event_end_time: conversation.updated_at
+      event_end_time: event_end_time
     )
     reporting_event.save!
   end
 
+  def create_captain_inference_event(event, event_name)
+    conversation = extract_conversation_and_account(event)[0]
+    time_to_event = event.timestamp.to_i - conversation.created_at.to_i
+
+    ReportingEvent.create!(
+      name: event_name,
+      value: time_to_event,
+      account_id: conversation.account_id,
+      inbox_id: conversation.inbox_id,
+      user_id: conversation.assignee_id,
+      conversation_id: conversation.id,
+      event_start_time: conversation.created_at,
+      event_end_time: event.timestamp
+    )
+  end
+
   def create_bot_resolved_event(conversation, reporting_event)
     return unless conversation.inbox.active_bot?
     # We don't want to create a bot_resolved event if there is user interaction on the conversation

app/models/message.rb

@@ -81,6 +81,8 @@ class Message < ApplicationRecord
 
   # when you have a temperory id in your frontend and want it echoed back via action cable
   attr_accessor :echo_id
+  # Transient flag used to skip waiting_since clearing for specific bot/system messages.
+  attr_accessor :preserve_waiting_since
 
   enum message_type: { incoming: 0, outgoing: 1, activity: 2, template: 3 }
   enum content_type: {
@@ -125,7 +127,7 @@ class Message < ApplicationRecord
 
   belongs_to :account
   belongs_to :inbox
-  belongs_to :conversation, touch: true
+  belongs_to :conversation
   belongs_to :sender, polymorphic: true, optional: true
 
   has_many :attachments, dependent: :destroy, autosave: true, before_add: :validate_attachments_limit
@@ -323,20 +325,24 @@ class Message < ApplicationRecord
   end
 
   def update_waiting_since
-    waiting_present = conversation.waiting_since.present?
+    clear_waiting_since_on_outgoing_response if conversation.waiting_since.present? && !private
+    set_waiting_since_on_incoming_message
+  end
 
-    if waiting_present && !private
-      if human_response?
-        Rails.configuration.dispatcher.dispatch(
-          REPLY_CREATED, Time.zone.now, waiting_since: conversation.waiting_since, message: self
-        )
-        conversation.update(waiting_since: nil)
-      elsif bot_response?
-        # Bot responses also clear waiting_since (simpler than checking on next customer message)
-        conversation.update(waiting_since: nil)
-      end
+  def clear_waiting_since_on_outgoing_response
+    if human_response?
+      Rails.configuration.dispatcher.dispatch(
+        REPLY_CREATED, Time.zone.now, waiting_since: conversation.waiting_since, message: self
+      )
+      conversation.update(waiting_since: nil)
+      return
     end
 
+    # Bot responses also clear waiting_since (simpler than checking on next customer message)
+    conversation.update(waiting_since: nil) if bot_response? && !preserve_waiting_since
+  end
+
+  def set_waiting_since_on_incoming_message
     # Set waiting_since when customer sends a message (if currently blank)
     conversation.update(waiting_since: created_at) if incoming? && conversation.waiting_since.blank?
   end
@@ -429,7 +435,7 @@ class Message < ApplicationRecord
 
   def set_conversation_activity
     # rubocop:disable Rails/SkipsModelValidations
-    conversation.update_columns(last_activity_at: created_at)
+    conversation.update_columns(last_activity_at: created_at, updated_at: Time.current)
     # rubocop:enable Rails/SkipsModelValidations
   end
 

app/services/action_service.rb

@@ -47,7 +47,9 @@ class ActionService
 
     @agent = @account.users.find_by(id: agent_ids)
 
-    @conversation.update!(assignee_id: @agent.id) if @agent.present?
+    return unless @agent.present? && @agent.confirmed?
+
+    @conversation.update!(assignee_id: @agent.id)
   end
 
   def remove_label(labels)

config/features.yml

@@ -191,7 +191,6 @@
 - name: assignment_v2
   display_name: Assignment V2
   enabled: false
-  chatwoot_internal: true
 - name: twilio_content_templates
   display_name: Twilio Content Templates
   enabled: false

config/locales/en.yml

@@ -235,8 +235,10 @@ en:
     activity:
       captain:
         resolved: 'Conversation was marked resolved by %{user_name} due to inactivity'
+        resolved_with_reason: 'Conversation was marked resolved by %{user_name} (%{reason})'
         resolved_by_tool: 'Conversation was marked resolved by %{user_name}: %{reason}'
         open: 'Conversation was marked open by %{user_name}'
+        open_with_reason: 'Conversation was marked open by %{user_name} (%{reason})'
         auto_opened_after_agent_reply: 'Conversation was marked open automatically after an agent reply'
       agent_bot:
         error_moved_to_open: 'Conversation was marked open by system due to an error with the agent bot.'

enterprise/app/builders/saml_user_builder.rb

@@ -1,4 +1,6 @@
 class SamlUserBuilder
+  class AuthenticationFailed < StandardError; end
+
   def initialize(auth_hash, account_id)
     @auth_hash = auth_hash
     @account_id = account_id
@@ -16,13 +18,20 @@ class SamlUserBuilder
   def find_or_create_user
     user = User.from_email(auth_attribute('email'))
 
-    if user
-      confirm_user_if_required(user)
-      convert_existing_user_to_saml(user)
-      return user
-    end
+    return create_user unless user
+    return existing_user_for_account(user) if user_belongs_to_account?(user)
 
-    create_user
+    raise AuthenticationFailed, I18n.t('auth.saml.authentication_failed')
+  end
+
+  def existing_user_for_account(user)
+    confirm_user_if_required(user)
+    convert_existing_user_to_saml(user)
+    user
+  end
+
+  def user_belongs_to_account?(user)
+    user.account_users.exists?(account_id: @account_id)
   end
 
   def confirm_user_if_required(user)

enterprise/app/controllers/api/v1/accounts/captain/assistants_controller.rb

@@ -24,10 +24,16 @@ class Api::V1::Accounts::Captain::AssistantsController < Api::V1::Accounts::Base
   end
 
   def playground
-    response = Captain::Llm::AssistantChatService.new(assistant: @assistant).generate_response(
-      additional_message: params[:message_content],
-      message_history: message_history
-    )
+    response = if captain_v2_enabled?
+                 Captain::Assistant::AgentRunnerService.new(assistant: @assistant, source: 'playground').generate_response(
+                   message_history: playground_message_history
+                 )
+               else
+                 Captain::Llm::AssistantChatService.new(assistant: @assistant, source: 'playground').generate_response(
+                   additional_message: playground_params[:message_content],
+                   message_history: message_history
+                 )
+               end
 
     render json: response
   end
@@ -64,10 +70,31 @@ class Api::V1::Accounts::Captain::AssistantsController < Api::V1::Accounts::Base
   end
 
   def playground_params
-    params.require(:assistant).permit(:message_content, message_history: [:role, :content])
+    params.require(:assistant).permit(:message_content, message_history: [:role, :content, :agent_name])
   end
 
   def message_history
-    (playground_params[:message_history] || []).map { |message| { role: message[:role], content: message[:content] } }
+    (playground_params[:message_history] || []).map do |message|
+      {
+        role: message[:role],
+        content: message[:content],
+        agent_name: message[:agent_name]
+      }.compact
+    end
+  end
+
+  def playground_message_history
+    history = message_history
+    current_message = playground_params[:message_content]
+    return history if current_message.blank?
+
+    current_user_message = { role: 'user', content: current_message }
+    return history if history.last == current_user_message
+
+    history + [current_user_message]
+  end
+
+  def captain_v2_enabled?
+    @assistant.account.feature_enabled?('captain_integration_v2')
   end
 end

enterprise/app/controllers/enterprise/devise_overrides/omniauth_callbacks_controller.rb

@@ -39,7 +39,7 @@ module Enterprise::DeviseOverrides::OmniauthCallbacksController
     error = params[:message] || 'authentication-failed'
 
     if for_mobile?(relay_state)
-      redirect_to_mobile_error(error, relay_state)
+      redirect_to_mobile_error(error)
     else
       redirect_to login_page_url(error: "saml-#{error}")
     end
@@ -51,23 +51,15 @@ module Enterprise::DeviseOverrides::OmniauthCallbacksController
     account_id = extract_saml_account_id
     relay_state = saml_relay_state
 
-    unless saml_enabled_for_account?(account_id)
-      return redirect_to_mobile_error('saml-not-enabled') if for_mobile?(relay_state)
-
-      return redirect_to login_page_url(error: 'saml-not-enabled')
-    end
+    return handle_saml_auth_error(relay_state, 'saml-not-enabled') unless saml_enabled_for_account?(account_id)
 
     @resource = SamlUserBuilder.new(auth_hash, account_id).perform
 
-    if @resource.persisted?
-      return sign_in_user_on_mobile if for_mobile?(relay_state)
+    return sign_in_saml_user(relay_state) if @resource.persisted?
 
-      sign_in_user
-    else
-      return redirect_to_mobile_error('saml-authentication-failed') if for_mobile?(relay_state)
-
-      redirect_to login_page_url(error: 'saml-authentication-failed')
-    end
+    handle_saml_auth_error(relay_state, 'saml-authentication-failed')
+  rescue SamlUserBuilder::AuthenticationFailed
+    handle_saml_auth_error(relay_state, 'saml-authentication-failed')
   end
 
   def extract_saml_account_id
@@ -82,6 +74,18 @@ module Enterprise::DeviseOverrides::OmniauthCallbacksController
     relay_state.to_s.casecmp('mobile').zero?
   end
 
+  def sign_in_saml_user(relay_state)
+    return sign_in_user_on_mobile if for_mobile?(relay_state)
+
+    sign_in_user
+  end
+
+  def handle_saml_auth_error(relay_state, error)
+    return redirect_to_mobile_error(error) if for_mobile?(relay_state)
+
+    redirect_to login_page_url(error: error)
+  end
+
   def redirect_to_mobile_error(error)
     mobile_deep_link_base = GlobalConfigService.load('MOBILE_DEEP_LINK_BASE', 'chatwootapp')
     redirect_to "#{mobile_deep_link_base}://auth/saml?error=#{ERB::Util.url_encode(error)}", allow_other_host: true

enterprise/app/helpers/captain/chat_helper.rb

@@ -5,7 +5,6 @@ module Captain::ChatHelper
 
   def request_chat_completion
     log_chat_completion_request
-
     chat = build_chat
 
     add_messages_to_chat(chat)
@@ -86,7 +85,8 @@ module Captain::ChatHelper
       temperature: temperature,
       metadata: {
         assistant_id: @assistant&.id,
-        channel_type: resolved_channel_type
+        channel_type: resolved_channel_type,
+        source: @source
       }.compact
     }
   end
@@ -130,7 +130,6 @@ module Captain::ChatHelper
   end
 
   def log_chat_completion_request
-    Rails.logger.info("#{self.class.name} Assistant: #{@assistant.id}, Requesting chat completion " \
-                      "for messages #{@messages} with #{@tools&.length || 0} tools")
+    Rails.logger.info("#{self.class.name} Assistant: #{@assistant.id}, requesting completion for #{@messages} with #{@tools&.length || 0} tools")
   end
 end

enterprise/app/jobs/captain/inbox_pending_conversations_resolution_job.rb

@@ -1,15 +1,16 @@
 class Captain::InboxPendingConversationsResolutionJob < ApplicationJob
+  CAPTAIN_INFERENCE_RESOLVE_ACTIVITY_REASON = 'no outstanding questions'.freeze
+  CAPTAIN_INFERENCE_HANDOFF_ACTIVITY_REASON = 'pending clarification from customer'.freeze
+
   queue_as :low
 
   def perform(inbox)
     return if inbox.account.captain_disable_auto_resolve
 
-    Current.executed_by = inbox.captain_assistant
-
-    resolvable_conversations = inbox.conversations.pending.where('last_activity_at < ? ', Time.now.utc - 1.hour).limit(Limits::BULK_ACTIONS_LIMIT)
-    resolvable_conversations.each do |conversation|
-      create_outgoing_message(conversation, inbox)
-      conversation.resolved!
+    if inbox.account.feature_enabled?('captain_tasks')
+      perform_with_evaluation(inbox)
+    else
+      perform_time_based(inbox)
     end
   ensure
     Current.reset
@@ -17,18 +18,118 @@ class Captain::InboxPendingConversationsResolutionJob < ApplicationJob
 
   private
 
-  def create_outgoing_message(conversation, inbox)
+  def perform_time_based(inbox)
+    Current.executed_by = inbox.captain_assistant
+
+    resolvable_pending_conversations(inbox).each do |conversation|
+      create_resolution_message(conversation, inbox)
+      conversation.resolved!
+    end
+  end
+
+  def perform_with_evaluation(inbox)
+    Current.executed_by = inbox.captain_assistant
+
+    resolvable_pending_conversations(inbox).each do |conversation|
+      evaluation = evaluate_conversation(conversation, inbox)
+      next unless still_resolvable_after_evaluation?(conversation)
+
+      if evaluation[:complete]
+        resolve_conversation(conversation, inbox, evaluation[:reason])
+      else
+        handoff_conversation(conversation, inbox, evaluation[:reason])
+      end
+    end
+  end
+
+  def evaluate_conversation(conversation, inbox)
+    Captain::ConversationCompletionService.new(
+      account: inbox.account,
+      conversation_display_id: conversation.display_id
+    ).perform
+  end
+
+  def resolvable_pending_conversations(inbox)
+    inbox.conversations.pending
+         .where('last_activity_at < ?', auto_resolve_cutoff_time)
+         .limit(Limits::BULK_ACTIONS_LIMIT)
+  end
+
+  def still_resolvable_after_evaluation?(conversation)
+    conversation.reload
+    conversation.pending? && conversation.last_activity_at < auto_resolve_cutoff_time
+  rescue ActiveRecord::RecordNotFound
+    false
+  end
+
+  def auto_resolve_cutoff_time
+    Time.now.utc - 1.hour
+  end
+
+  def resolve_conversation(conversation, inbox, reason)
+    create_private_note(conversation, inbox, "Auto-resolved: #{reason}")
+    create_resolution_message(conversation, inbox)
+    conversation.with_captain_activity_context(
+      reason: CAPTAIN_INFERENCE_RESOLVE_ACTIVITY_REASON,
+      reason_type: :inference
+    ) { conversation.resolved! }
+    conversation.dispatch_captain_inference_resolved_event
+  end
+
+  def handoff_conversation(conversation, inbox, reason)
+    create_private_note(conversation, inbox, "Auto-handoff: #{reason}")
+    create_handoff_message(conversation, inbox)
+    conversation.with_captain_activity_context(
+      reason: CAPTAIN_INFERENCE_HANDOFF_ACTIVITY_REASON,
+      reason_type: :inference
+    ) { conversation.bot_handoff! }
+    conversation.dispatch_captain_inference_handoff_event
+    send_out_of_office_message_if_applicable(conversation.reload)
+  end
+
+  def send_out_of_office_message_if_applicable(conversation)
+    # Campaign conversations should never receive OOO templates — the campaign itself
+    # serves as the initial outreach, and OOO would be confusing in that context.
+    return if conversation.campaign.present?
+
+    ::MessageTemplates::Template::OutOfOffice.perform_if_applicable(conversation)
+  end
+
+  def create_private_note(conversation, inbox, content)
+    conversation.messages.create!(
+      message_type: :outgoing,
+      private: true,
+      sender: inbox.captain_assistant,
+      account_id: conversation.account_id,
+      inbox_id: conversation.inbox_id,
+      content: content
+    )
+  end
+
+  def create_resolution_message(conversation, inbox)
     I18n.with_locale(inbox.account.locale) do
       resolution_message = inbox.captain_assistant.config['resolution_message']
       conversation.messages.create!(
-        {
-          message_type: :outgoing,
-          account_id: conversation.account_id,
-          inbox_id: conversation.inbox_id,
-          content: resolution_message.presence || I18n.t('conversations.activity.auto_resolution_message'),
-          sender: inbox.captain_assistant
-        }
+        message_type: :outgoing,
+        account_id: conversation.account_id,
+        inbox_id: conversation.inbox_id,
+        content: resolution_message.presence || I18n.t('conversations.activity.auto_resolution_message'),
+        sender: inbox.captain_assistant
       )
     end
   end
+
+  def create_handoff_message(conversation, inbox)
+    handoff_message = inbox.captain_assistant.config['handoff_message']
+    return if handoff_message.blank?
+
+    conversation.messages.create!(
+      message_type: :outgoing,
+      sender: inbox.captain_assistant,
+      account_id: conversation.account_id,
+      inbox_id: conversation.inbox_id,
+      content: handoff_message,
+      preserve_waiting_since: true
+    )
+  end
 end

enterprise/app/models/captain/assistant.rb

@@ -106,7 +106,7 @@ class Captain::Assistant < ApplicationRecord
       scenarios: scenarios.enabled.map do |scenario|
         {
           title: scenario.title,
-          key: scenario.title.parameterize.underscore,
+          key: scenario.handoff_key,
           description: scenario.description
         }
       end,

enterprise/app/models/captain/scenario.rb

@@ -24,6 +24,19 @@ class Captain::Scenario < ApplicationRecord
   include Concerns::CaptainToolsHelpers
   include Concerns::Agentable
 
+  # OpenAI enforces a 64-char limit on function names. The ai-agents gem
+  # prepends "handoff_to_" (11 chars), so we keep a safety margin and cap
+  # the full tool name to MAX_HANDOFF_TOOL_NAME_LENGTH (60 chars).
+  # Format: "scenario_{id}_{slug}_agent" for persisted records (stable + readable),
+  # and "scenario_draft_{slug}_agent" for unsaved records, with slug truncated
+  # based on the available length budget.
+  HANDOFF_TOOL_PREFIX = 'handoff_to_'.freeze
+  HANDOFF_KEY_PREFIX = 'scenario'.freeze
+  HANDOFF_KEY_SUFFIX = 'agent'.freeze
+  MAX_HANDOFF_TOOL_NAME_LENGTH = 60
+  MAX_AGENT_NAME_LENGTH = MAX_HANDOFF_TOOL_NAME_LENGTH - HANDOFF_TOOL_PREFIX.length
+  MAX_HANDOFF_SLUG_LENGTH = 24
+
   self.table_name = 'captain_scenarios'
 
   belongs_to :assistant, class_name: 'Captain::Assistant'
@@ -42,6 +55,10 @@ class Captain::Scenario < ApplicationRecord
 
   before_save :resolve_tool_references
 
+  def handoff_key
+    [handoff_id_key, compact_handoff_slug, HANDOFF_KEY_SUFFIX].compact.join('_')
+  end
+
   def prompt_context
     {
       title: title,
@@ -56,7 +73,28 @@ class Captain::Scenario < ApplicationRecord
   private
 
   def agent_name
-    "#{title} Agent".parameterize(separator: '_')
+    handoff_key
+  end
+
+  def handoff_id_key
+    return "#{HANDOFF_KEY_PREFIX}_#{id}" if id.present?
+
+    "#{HANDOFF_KEY_PREFIX}_draft"
+  end
+
+  def compact_handoff_slug
+    slug = title.to_s.parameterize(separator: '_').presence
+    return nil if slug.blank?
+
+    max_slug_length = [MAX_HANDOFF_SLUG_LENGTH, dynamic_slug_max_length].min
+    return nil if max_slug_length <= 0
+
+    slug.first(max_slug_length).sub(/_+\z/, '').presence
+  end
+
+  def dynamic_slug_max_length
+    # handoff_to_#{scenario_<id>_<slug>_agent}
+    MAX_AGENT_NAME_LENGTH - handoff_id_key.length - HANDOFF_KEY_SUFFIX.length - 2
   end
 
   def agent_tools

enterprise/app/models/enterprise/activity_message_handler.rb

@@ -6,18 +6,30 @@ module Enterprise::ActivityMessageHandler
     key = captain_activity_key
     return unless key
 
-    I18n.t(key, user_name: Current.executed_by.name, reason: Current.captain_resolve_reason, locale: locale)
+    I18n.t(key, user_name: Current.executed_by.name, reason: captain_status_reason, locale: locale)
   end
 
   private
 
+  def captain_status_reason
+    captain_activity_reason.presence
+  end
+
   def captain_activity_key
-    if resolved? && Current.captain_resolve_reason.present?
-      'conversations.activity.captain.resolved_by_tool'
-    elsif resolved?
-      'conversations.activity.captain.resolved'
-    elsif open?
-      'conversations.activity.captain.open'
-    end
+    return captain_resolved_activity_key if resolved?
+    return captain_open_activity_key if open?
+  end
+
+  def captain_resolved_activity_key
+    return 'conversations.activity.captain.resolved_by_tool' if captain_activity_reason_type == :tool && captain_status_reason.present?
+    return 'conversations.activity.captain.resolved_with_reason' if captain_status_reason.present?
+
+    'conversations.activity.captain.resolved'
+  end
+
+  def captain_open_activity_key
+    return 'conversations.activity.captain.open_with_reason' if captain_status_reason.present?
+
+    'conversations.activity.captain.open'
   end
 end

enterprise/app/models/enterprise/conversation.rb

@@ -1,8 +1,30 @@
 module Enterprise::Conversation
+  attr_accessor :captain_activity_reason, :captain_activity_reason_type
+
+  def dispatch_captain_inference_resolved_event
+    dispatch_captain_inference_event(Events::Types::CONVERSATION_CAPTAIN_INFERENCE_RESOLVED)
+  end
+
+  def dispatch_captain_inference_handoff_event
+    dispatch_captain_inference_event(Events::Types::CONVERSATION_CAPTAIN_INFERENCE_HANDOFF)
+  end
+
   def list_of_keys
     super + %w[sla_policy_id]
   end
 
+  def with_captain_activity_context(reason:, reason_type:)
+    previous_reason = captain_activity_reason
+    previous_reason_type = captain_activity_reason_type
+
+    self.captain_activity_reason = reason
+    self.captain_activity_reason_type = reason_type
+    yield
+  ensure
+    self.captain_activity_reason = previous_reason
+    self.captain_activity_reason_type = previous_reason_type
+  end
+
   # Include select additional_attributes keys (call related) for update events
   def allowed_keys?
     return true if super
@@ -13,4 +35,10 @@ module Enterprise::Conversation
     changed_attr_keys = attrs_change[1].keys
     changed_attr_keys.intersect?(%w[call_status])
   end
+
+  private
+
+  def dispatch_captain_inference_event(event_name)
+    dispatcher_dispatch(event_name)
+  end
 end

enterprise/app/services/captain/assistant/agent_runner_service.rb

@@ -19,11 +19,11 @@ class Captain::Assistant::AgentRunnerService
   CONTACT_INBOX_STATE_ATTRIBUTES = %i[id hmac_verified].freeze
 
   CAMPAIGN_STATE_ATTRIBUTES = %i[id title message campaign_type description].freeze
-
-  def initialize(assistant:, conversation: nil, callbacks: {})
+  def initialize(assistant:, conversation: nil, callbacks: {}, source: nil)
     @assistant = assistant
     @conversation = conversation
     @callbacks = callbacks
+    @source = source
   end
 
   def generate_response(message_history: [])
@@ -32,8 +32,7 @@ class Captain::Assistant::AgentRunnerService
 
     process_agent_result(result)
   rescue StandardError => e
-    # when running the agent runner service in a rake task, the conversation might not have an account associated
-    # for regular production usage, it will run just fine
+    # In rake/local runs, conversation may not be present, so account is optional here.
     ChatwootExceptionTracker.new(e, account: @conversation&.account).capture_exception
     Rails.logger.error "[Captain V2] AgentRunnerService error: #{e.message}"
     Rails.logger.error e.backtrace.join("\n")
@@ -128,6 +127,7 @@ class Captain::Assistant::AgentRunnerService
       assistant_id: @assistant.id,
       assistant_config: @assistant.config
     }
+    state[:source] = @source if @source.present?
 
     build_conversation_state(state) if @conversation
     state
@@ -140,8 +140,7 @@ class Captain::Assistant::AgentRunnerService
     state[:campaign] = @conversation.campaign.attributes.symbolize_keys.slice(*CAMPAIGN_STATE_ATTRIBUTES) if @conversation.campaign
     return unless @conversation.contact_inbox
 
-    state[:contact_inbox] =
-      @conversation.contact_inbox.attributes.symbolize_keys.slice(*CONTACT_INBOX_STATE_ATTRIBUTES)
+    state[:contact_inbox] = @conversation.contact_inbox.attributes.symbolize_keys.slice(*CONTACT_INBOX_STATE_ATTRIBUTES)
   end
 
   def build_and_wire_agents
@@ -180,6 +179,7 @@ class Captain::Assistant::AgentRunnerService
       format(ATTR_LANGFUSE_METADATA, 'conversation_id') => conversation[:id],
       format(ATTR_LANGFUSE_METADATA, 'conversation_display_id') => conversation[:display_id],
       format(ATTR_LANGFUSE_METADATA, 'channel_type') => state[:channel_type],
+      format(ATTR_LANGFUSE_METADATA, 'source') => state[:source],
       ATTR_LANGFUSE_TRACE_INPUT => trace_input,
       ATTR_LANGFUSE_OBSERVATION_INPUT => trace_input
     }.compact.transform_values(&:to_s)

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

@@ -1,11 +1,12 @@
 class Captain::Llm::AssistantChatService < Llm::BaseAiService
   include Captain::ChatHelper
 
-  def initialize(assistant: nil, conversation_id: nil)
+  def initialize(assistant: nil, conversation_id: nil, source: nil)
     super()
 
     @assistant = assistant
     @conversation_id = conversation_id
+    @source = source
 
     @messages = [system_message]
     @response = ''

enterprise/lib/captain/conversation_completion_schema.rb

@@ -0,0 +1,4 @@
+class Captain::ConversationCompletionSchema < RubyLLM::Schema
+  boolean :complete, description: 'Whether the conversation is complete and can be closed'
+  string :reason, description: 'Brief explanation of why the conversation is complete or incomplete'
+end

enterprise/lib/captain/conversation_completion_service.rb

@@ -0,0 +1,76 @@
+# Evaluates whether a conversation is complete and can be auto-resolved.
+# Used by InboxPendingConversationsResolutionJob to determine if inactive
+# conversations should be resolved or handed off to human agents.
+#
+# NOTE: This service intentionally does NOT count toward Captain usage limits.
+# The response excludes the :message key that Enterprise::Captain::BaseTaskService
+# checks for usage tracking. This is an internal operational evaluation,
+# not a customer-facing value-add, so we don't charge for it.
+class Captain::ConversationCompletionService < Captain::BaseTaskService
+  RESPONSE_SCHEMA = Captain::ConversationCompletionSchema
+
+  pattr_initialize [:account!, :conversation_display_id!]
+
+  def perform
+    content = format_messages_as_string
+    return default_incomplete_response('No messages found') if content.blank?
+
+    response = make_api_call(
+      model: InstallationConfig.find_by(name: 'CAPTAIN_OPEN_AI_MODEL')&.value.presence || GPT_MODEL,
+      messages: [
+        { role: 'system', content: prompt_from_file('conversation_completion') },
+        { role: 'user', content: content }
+      ],
+      schema: RESPONSE_SCHEMA
+    )
+
+    return default_incomplete_response(response[:error]) if response[:error].present?
+
+    parse_response(response[:message])
+  end
+
+  private
+
+  def prompt_from_file(file_name)
+    Rails.root.join('enterprise/lib/captain/prompts', "#{file_name}.liquid").read
+  end
+
+  def format_messages_as_string
+    messages = conversation_messages(start_from: 0)
+    messages.map do |msg|
+      sender_type = msg[:role] == 'user' ? 'Customer' : 'Assistant'
+      "#{sender_type}: #{msg[:content]}"
+    end.join("\n")
+  end
+
+  def parse_response(message)
+    return default_incomplete_response('Invalid response format') unless message.is_a?(Hash)
+
+    {
+      complete: message['complete'] == true,
+      reason: message['reason'] || 'No reason provided'
+    }
+  end
+
+  def default_incomplete_response(reason)
+    { complete: false, reason: reason }
+  end
+
+  # Prefer the system API key over the account's OpenAI hook key.
+  # This is an internal operational evaluation, not a customer-triggered feature,
+  # so it should not consume the customer's OpenAI credits on hosted platforms.
+  # Falls back to the account hook for self-hosted deployments without a system key.
+  def api_key
+    @api_key ||= system_api_key.presence || openai_hook&.settings&.dig('api_key')
+  end
+
+  def event_name
+    'captain.conversation_completion'
+  end
+
+  def build_follow_up_context?
+    false
+  end
+end
+
+Captain::ConversationCompletionService.prepend_mod_with('Captain::ConversationCompletionService')

enterprise/lib/captain/prompts/conversation_completion.liquid

@@ -0,0 +1,21 @@
+You are evaluating whether a customer support conversation is complete and can be safely closed. When in doubt, keep the conversation OPEN. It is far better to hand off to a human agent unnecessarily than to close a conversation where the customer still needs help.
+
+The conversation may be in any language. Apply these criteria based on the intent and meaning of messages, regardless of language.
+
+A conversation is INCOMPLETE (keep open) if ANY of these apply:
+- The assistant suggested the customer try something or take an action — they may still be attempting it
+- The assistant directed the customer to an external resource, link, or contact — they may still be following up
+- The assistant asked a question or requested information that the customer hasn't provided
+- The customer asked a question that wasn't fully answered
+- The customer asked for something the assistant couldn't do — even if the assistant explained why, the customer's need is unmet
+- The customer raised multiple questions or issues and not all were addressed
+
+A conversation is COMPLETE only if ALL of these are true:
+- The assistant's answer fully addressed the customer's question or issue and is self-contained — it requires no further action from the customer
+- There are no unanswered questions, unmet requests, or outstanding follow-ups from either side
+- Note: customers often do not explicitly say thanks or confirm resolution. If the assistant gave a complete, self-contained answer and the customer had no follow-up, that is sufficient. Do not require explicit gratitude or confirmation.
+
+Analyze the conversation and respond with ONLY a JSON object (no other text):
+{"complete": true, "reason": "brief explanation"}
+or
+{"complete": false, "reason": "brief explanation"}

enterprise/lib/captain/tools/resolve_conversation_tool.rb

@@ -10,12 +10,7 @@ class Captain::Tools::ResolveConversationTool < Captain::Tools::BasePublicTool
 
     log_tool_usage('resolve_conversation', { conversation_id: conversation.id, reason: reason })
 
-    Current.captain_resolve_reason = reason
-    begin
-      conversation.resolved!
-    ensure
-      Current.captain_resolve_reason = nil
-    end
+    conversation.with_captain_activity_context(reason: reason, reason_type: :tool) { conversation.resolved! }
 
     "Conversation ##{conversation.display_id} resolved#{" (Reason: #{reason})" if reason}"
   end

enterprise/lib/enterprise/captain/conversation_completion_service.rb

@@ -0,0 +1,12 @@
+# Overrides the quota check from Enterprise::Captain::BaseTaskService
+# so that conversation completion evaluation always runs regardless of
+# the customer's Captain usage quota. This is an internal operational
+# check, not a customer-facing feature — it should never be blocked
+# by quota exhaustion.
+module Enterprise::Captain::ConversationCompletionService
+  private
+
+  def responses_available?
+    true
+  end
+end

lib/captain/base_task_service.rb

@@ -36,7 +36,7 @@ class Captain::BaseTaskService
     "#{endpoint}/v1"
   end
 
-  def make_api_call(model:, messages:, tools: [])
+  def make_api_call(model:, messages:, schema: nil, tools: [])
     # Community edition prerequisite checks
     # Enterprise module handles these with more specific error messages (cloud vs self-hosted)
     return { error: I18n.t('captain.disabled'), error_code: 403 } unless captain_tasks_enabled?
@@ -46,7 +46,7 @@ class Captain::BaseTaskService
     instrumentation_method = tools.any? ? :instrument_tool_session : :instrument_llm_call
 
     response = send(instrumentation_method, instrumentation_params) do
-      execute_ruby_llm_request(model: model, messages: messages, tools: tools)
+      execute_ruby_llm_request(model: model, messages: messages, schema: schema, tools: tools)
     end
 
     return response unless build_follow_up_context? && response[:message].present?
@@ -54,9 +54,9 @@ class Captain::BaseTaskService
     response.merge(follow_up_context: build_follow_up_context(messages, response))
   end
 
-  def execute_ruby_llm_request(model:, messages:, tools: [])
+  def execute_ruby_llm_request(model:, messages:, schema: nil, tools: [])
     Llm::Config.with_api_key(api_key, api_base: api_base) do |context|
-      chat = build_chat(context, model: model, messages: messages, tools: tools)
+      chat = build_chat(context, model: model, messages: messages, schema: schema, tools: tools)
 
       conversation_messages = messages.reject { |m| m[:role] == 'system' }
       return { error: 'No conversation messages provided', error_code: 400, request_messages: messages } if conversation_messages.empty?
@@ -69,10 +69,11 @@ class Captain::BaseTaskService
     { error: e.message, request_messages: messages }
   end
 
-  def build_chat(context, model:, messages:, tools: [])
+  def build_chat(context, model:, messages:, schema: nil, tools: [])
     chat = context.chat(model: model)
     system_msg = messages.find { |m| m[:role] == 'system' }
     chat.with_instructions(system_msg[:content]) if system_msg
+    chat.with_schema(schema) if schema
 
     if tools.any?
       tools.each { |tool| chat = chat.with_tool(tool) }
@@ -131,7 +132,8 @@ class Captain::BaseTaskService
                 .reorder('id desc')
                 .each do |message|
       content = message.content_for_llm
-      break unless content.present? && character_count + content.length <= TOKEN_LIMIT
+      next if content.blank?
+      break if character_count + content.length > TOKEN_LIMIT
 
       messages.prepend({ role: (message.incoming? ? 'user' : 'assistant'), content: content })
       character_count += content.length

lib/current.rb

@@ -4,7 +4,6 @@ module Current
   thread_mattr_accessor :account_user
   thread_mattr_accessor :executed_by
   thread_mattr_accessor :contact
-  thread_mattr_accessor :captain_resolve_reason
 
   def self.reset
     Current.user = nil
@@ -12,6 +11,5 @@ module Current
     Current.account_user = nil
     Current.executed_by = nil
     Current.contact = nil
-    Current.captain_resolve_reason = nil
   end
 end

lib/events/types.rb

@@ -21,6 +21,8 @@ module Events::Types
   # FIXME: deprecate the opened and resolved events in future in favor of status changed event.
   CONVERSATION_OPENED = 'conversation.opened'
   CONVERSATION_RESOLVED = 'conversation.resolved'
+  CONVERSATION_CAPTAIN_INFERENCE_RESOLVED = 'conversation.captain_inference_resolved'
+  CONVERSATION_CAPTAIN_INFERENCE_HANDOFF = 'conversation.captain_inference_handoff'
 
   CONVERSATION_STATUS_CHANGED = 'conversation.status_changed'
   CONVERSATION_CONTACT_CHANGED = 'conversation.contact_changed'

lib/integrations/llm_instrumentation_completion_helpers.rb

@@ -66,7 +66,7 @@ module Integrations::LlmInstrumentationCompletionHelpers
     return if message.blank?
 
     span.set_attribute(ATTR_GEN_AI_COMPLETION_ROLE, 'assistant')
-    span.set_attribute(ATTR_GEN_AI_COMPLETION_CONTENT, message)
+    span.set_attribute(ATTR_GEN_AI_COMPLETION_CONTENT, message.is_a?(String) ? message : message.to_json)
   end
 
   def set_usage_metrics(span, result)

package.json

@@ -160,7 +160,9 @@
     "overrides": {
       "vite-node": "2.0.1",
       "vite": "5.4.21",
-      "vitest": "3.0.5"
+      "vitest": "3.0.5",
+      "minimatch@<4": "3.1.5",
+      "minimatch@>=9.0.0 <9.0.7": "9.0.9"
     }
   },
   "lint-staged": {

pnpm-lock.yaml

@@ -8,6 +8,8 @@ overrides:
   vite-node: 2.0.1
   vite: 5.4.21
   vitest: 3.0.5
+  minimatch@<4: 3.1.5
+  minimatch@>=9.0.0 <9.0.7: 9.0.9
 
 importers:
 
@@ -1731,8 +1733,8 @@ packages:
   brace-expansion@1.1.11:
     resolution: {integrity: sha512-iCuPHDFgrHX7H2vEI/5xpz07zSHB00TpugqhmYtVmMO6518mCuRMoOYFldEBl0g187ufozdaHgWKcYFb61qGiA==}
 
-  brace-expansion@2.0.1:
-    resolution: {integrity: sha512-XnAIvQ8eM+kC6aULx6wuQiwVsnzsi9d3WxzV3FpWTGA19F621kwdbsAcFKXgKUHZWsy+mY6iL1sHTxWEFCytDA==}
+  brace-expansion@2.0.2:
+    resolution: {integrity: sha512-Jt0vHyM+jmUBqojB7E1NIYadt0vI0Qxjxd2TErW94wDz+E2LAm5vKMXXwg6ZZBTHPuUlDgQHKXvjGBdfcF1ZDQ==}
 
   braces@3.0.3:
     resolution: {integrity: sha512-yQbXgO/OSZVD2IsiLlro+7Hf6Q18EJrKSEsdoMzKePKXct3gvD8oLcOQdIzGupr5Fj+EDe8gO/lxc1BzfMpxvA==}
@@ -3255,15 +3257,11 @@ packages:
   min-document@2.19.0:
     resolution: {integrity: sha512-9Wy1B3m3f66bPPmU5hdA4DR4PB2OfDU/+GS3yAB7IQozE3tqXaVv2zOjgla7MEGSRv95+ILmOuvhLkOK6wJtCQ==}
 
-  minimatch@3.1.2:
-    resolution: {integrity: sha512-J7p63hRiAjw1NDEww1W7i37+ByIrOWO5XQQAzZ3VOcL0PNybwpfmV/N05zFAzwQ9USyEcX6t3UO+K5aqBQOIHw==}
+  minimatch@3.1.5:
+    resolution: {integrity: sha512-VgjWUsnnT6n+NUk6eZq77zeFdpW2LWDzP6zFGrCbHXiYNul5Dzqk2HHQ5uFH2DNW5Xbp8+jVzaeNt94ssEEl4w==}
 
-  minimatch@9.0.1:
-    resolution: {integrity: sha512-0jWhJpD/MdhPXwPuiRkCbfYfSKp2qnn2eOc279qI7f+osl/l+prKSrvhg157zSYvx/1nmgn2NqdT6k2Z7zSH9w==}
-    engines: {node: '>=16 || 14 >=14.17'}
-
-  minimatch@9.0.5:
-    resolution: {integrity: sha512-G6T0ZX48xgozx7587koeX9Ys2NYy6Gmv//P89sEte9V9whIapMNF4idKxnW2QtCcLiTWlb/wfCabAtAFWhhBow==}
+  minimatch@9.0.9:
+    resolution: {integrity: sha512-OBwBN9AL4dqmETlpS2zasx+vTeWclWzkblfZk7KTA5j3jeOONz/tRCnZomUyvNg83wL5Zv9Ss6HMJXAgL8R2Yg==}
     engines: {node: '>=16 || 14 >=14.17'}
 
   minimist@1.2.8:
@@ -5312,7 +5310,7 @@ snapshots:
       ignore: 5.2.4
       import-fresh: 3.3.0
       js-yaml: 4.1.0
-      minimatch: 3.1.2
+      minimatch: 3.1.5
       strip-json-comments: 3.1.1
     transitivePeerDependencies:
       - supports-color
@@ -5326,7 +5324,7 @@ snapshots:
       ignore: 5.2.4
       import-fresh: 3.3.0
       js-yaml: 4.1.0
-      minimatch: 3.1.2
+      minimatch: 3.1.5
       strip-json-comments: 3.1.1
     transitivePeerDependencies:
       - supports-color
@@ -5463,7 +5461,7 @@ snapshots:
     dependencies:
       '@humanwhocodes/object-schema': 2.0.3
       debug: 4.3.5
-      minimatch: 3.1.2
+      minimatch: 3.1.5
     transitivePeerDependencies:
       - supports-color
 
@@ -6373,7 +6371,7 @@ snapshots:
       balanced-match: 1.0.2
       concat-map: 0.0.1
 
-  brace-expansion@2.0.1:
+  brace-expansion@2.0.2:
     dependencies:
       balanced-match: 1.0.2
 
@@ -6817,7 +6815,7 @@ snapshots:
     dependencies:
       '@one-ini/wasm': 0.1.1
       commander: 10.0.1
-      minimatch: 9.0.1
+      minimatch: 9.0.9
       semver: 7.6.3
 
   ee-first@1.1.1: {}
@@ -7084,7 +7082,7 @@ snapshots:
       hasown: 2.0.2
       is-core-module: 2.15.1
       is-glob: 4.0.3
-      minimatch: 3.1.2
+      minimatch: 3.1.5
       object.fromentries: 2.0.8
       object.groupby: 1.0.3
       object.values: 1.2.0
@@ -7164,7 +7162,7 @@ snapshots:
       json-stable-stringify-without-jsonify: 1.0.1
       levn: 0.4.1
       lodash.merge: 4.6.2
-      minimatch: 3.1.2
+      minimatch: 3.1.5
       natural-compare: 1.4.0
       optionator: 0.9.3
       strip-ansi: 6.0.1
@@ -7394,7 +7392,7 @@ snapshots:
     dependencies:
       foreground-child: 3.3.0
       jackspeak: 3.4.3
-      minimatch: 9.0.5
+      minimatch: 9.0.9
       minipass: 7.1.2
       package-json-from-dist: 1.0.0
       path-scurry: 1.11.1
@@ -7404,7 +7402,7 @@ snapshots:
       fs.realpath: 1.0.0
       inflight: 1.0.6
       inherits: 2.0.4
-      minimatch: 3.1.2
+      minimatch: 3.1.5
       once: 1.4.0
       path-is-absolute: 1.0.1
 
@@ -8143,17 +8141,13 @@ snapshots:
     dependencies:
       dom-walk: 0.1.2
 
-  minimatch@3.1.2:
+  minimatch@3.1.5:
     dependencies:
       brace-expansion: 1.1.11
 
-  minimatch@9.0.1:
+  minimatch@9.0.9:
     dependencies:
-      brace-expansion: 2.0.1
-
-  minimatch@9.0.5:
-    dependencies:
-      brace-expansion: 2.0.1
+      brace-expansion: 2.0.2
 
   minimist@1.2.8: {}
 
@@ -9251,7 +9245,7 @@ snapshots:
     dependencies:
       '@istanbuljs/schema': 0.1.3
       glob: 10.4.5
-      minimatch: 9.0.5
+      minimatch: 9.0.9
 
   text-segmentation@1.0.3:
     dependencies:

spec/actions/contact_identify_action_spec.rb

@@ -145,5 +145,24 @@ describe ContactIdentifyAction do
         expect(contact.phone_number).to be_nil
       end
     end
+
+    context 'when params have not changed' do
+      it 'skips save and does not issue an UPDATE query' do
+        contact.update!(name: 'test', identifier: 'test_id', custom_attributes: { test: 'test', test1: 'test1' })
+        params = { name: 'test', identifier: 'test_id', custom_attributes: { test: 'test', test1: 'test1' } }
+
+        # any_instance is needed because merge lookup can reassign @contact to a different Ruby object
+        expect_any_instance_of(Contact).not_to receive(:save!) # rubocop:disable RSpec/AnyInstance
+        described_class.new(contact: contact, params: params).perform
+      end
+
+      it 'still enqueues avatar job even when attributes have not changed' do
+        contact.update!(name: 'test')
+        params = { name: 'test', avatar_url: 'https://chatwoot-assets.local/sample.png' }
+
+        expect(Avatar::AvatarFromUrlJob).to receive(:perform_later).with(contact, params[:avatar_url]).once
+        described_class.new(contact: contact, params: params).perform
+      end
+    end
   end
 end

spec/enterprise/builders/saml_user_builder_spec.rb

@@ -74,7 +74,7 @@ RSpec.describe SamlUserBuilder do
     end
 
     context 'when user already exists' do
-      let!(:existing_user) { create(:user, email: email) }
+      let!(:existing_user) { create(:user, email: email, account: account) }
 
       it 'does not create a new user' do
         expect { builder.perform }.not_to change(User, :count)
@@ -85,7 +85,7 @@ RSpec.describe SamlUserBuilder do
         expect(user).to eq(existing_user)
       end
 
-      it 'adds existing user to the account if not already added' do
+      it 'keeps the existing user in the account' do
         user = builder.perform
         expect(user.accounts).to include(account)
       end
@@ -105,11 +105,38 @@ RSpec.describe SamlUserBuilder do
       end
 
       it 'does not duplicate account association' do
-        existing_user.account_users.create!(account: account, role: 'agent')
-
         expect { builder.perform }.not_to change(AccountUser, :count)
       end
 
+      context 'when the user does not belong to the target account' do
+        let!(:other_account) { create(:account) }
+        let!(:existing_user) { create(:user, email: email, account: other_account) }
+
+        it 'raises an authentication failure' do
+          expect { builder.perform }.to raise_error do |error|
+            expect(error.class.name).to eq('SamlUserBuilder::AuthenticationFailed')
+            expect(error.message).to eq(I18n.t('auth.saml.authentication_failed'))
+          end
+        end
+
+        it 'does not add the user to the target account' do
+          expect do
+            builder.perform
+          rescue SamlUserBuilder::AuthenticationFailed
+            nil
+          end.not_to change(AccountUser, :count)
+          expect(existing_user.reload.accounts).not_to include(account)
+        end
+
+        it 'does not convert the user provider to saml' do
+          expect do
+            builder.perform
+          rescue SamlUserBuilder::AuthenticationFailed
+            nil
+          end.not_to(change { existing_user.reload.provider })
+        end
+      end
+
       context 'when user is not confirmed' do
         let(:unconfirmed_email) { 'unconfirmed_saml_user@example.com' }
         let(:unconfirmed_auth_hash) do
@@ -131,7 +158,7 @@ RSpec.describe SamlUserBuilder do
         end
         let(:unconfirmed_builder) { described_class.new(unconfirmed_auth_hash, account.id) }
         let!(:existing_user) do
-          user = build(:user, email: unconfirmed_email)
+          user = build(:user, email: unconfirmed_email, account: account)
           user.confirmed_at = nil
           user.save!(validate: false)
           user
@@ -147,7 +174,7 @@ RSpec.describe SamlUserBuilder do
       end
 
       context 'when user is already confirmed' do
-        let!(:existing_user) { create(:user, email: email, confirmed_at: Time.current) }
+        let!(:existing_user) { create(:user, email: email, account: account, confirmed_at: Time.current) }
 
         it 'keeps already confirmed user confirmed' do
           expect(existing_user.confirmed?).to be true

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

@@ -259,10 +259,12 @@ RSpec.describe 'Api::V1::Accounts::Captain::Assistants', type: :request do
         message_content: 'Hello assistant',
         message_history: [
           { role: 'user', content: 'Previous message' },
-          { role: 'assistant', content: 'Previous response' }
+          { role: 'assistant', content: 'Previous response', agent_name: 'billing_scenario' }
         ]
       }
     end
+    let(:chat_service) { instance_double(Captain::Llm::AssistantChatService) }
+    let(:agent_runner_service) { instance_double(Captain::Assistant::AgentRunnerService) }
 
     context 'when it is an un-authenticated user' do
       it 'returns unauthorized' do
@@ -274,11 +276,14 @@ RSpec.describe 'Api::V1::Accounts::Captain::Assistants', type: :request do
       end
     end
 
-    context 'when it is an agent' do
-      it 'generates a response' do
-        chat_service = instance_double(Captain::Llm::AssistantChatService)
-        allow(Captain::Llm::AssistantChatService).to receive(:new).with(assistant: assistant).and_return(chat_service)
+    context 'when captain v2 is disabled' do
+      it 'generates a response with the legacy assistant chat service' do
+        allow(Captain::Llm::AssistantChatService).to receive(:new).with(
+          assistant: assistant,
+          source: 'playground'
+        ).and_return(chat_service)
         allow(chat_service).to receive(:generate_response).and_return({ content: 'Assistant response' })
+        expect(Captain::Assistant::AgentRunnerService).not_to receive(:new)
 
         post "/api/v1/accounts/#{account.id}/captain/assistants/#{assistant.id}/playground",
              params: valid_params,
@@ -292,14 +297,15 @@ RSpec.describe 'Api::V1::Accounts::Captain::Assistants', type: :request do
         )
         expect(json_response[:content]).to eq('Assistant response')
       end
-    end
 
-    context 'when message_history is not provided' do
       it 'uses empty array as default' do
         params_without_history = { message_content: 'Hello assistant' }
-        chat_service = instance_double(Captain::Llm::AssistantChatService)
-        allow(Captain::Llm::AssistantChatService).to receive(:new).with(assistant: assistant).and_return(chat_service)
+        allow(Captain::Llm::AssistantChatService).to receive(:new).with(
+          assistant: assistant,
+          source: 'playground'
+        ).and_return(chat_service)
         allow(chat_service).to receive(:generate_response).and_return({ content: 'Assistant response' })
+        expect(Captain::Assistant::AgentRunnerService).not_to receive(:new)
 
         post "/api/v1/accounts/#{account.id}/captain/assistants/#{assistant.id}/playground",
              params: params_without_history,
@@ -313,5 +319,53 @@ RSpec.describe 'Api::V1::Accounts::Captain::Assistants', type: :request do
         )
       end
     end
+
+    context 'when captain v2 is enabled' do
+      before do
+        account.enable_features('captain_integration_v2')
+      end
+
+      it 'generates a response with the agent runner service' do
+        allow(Captain::Assistant::AgentRunnerService).to receive(:new).with(
+          assistant: assistant,
+          source: 'playground'
+        ).and_return(agent_runner_service)
+        allow(agent_runner_service).to receive(:generate_response).and_return({ response: 'Assistant response' })
+        expect(Captain::Llm::AssistantChatService).not_to receive(:new)
+
+        post "/api/v1/accounts/#{account.id}/captain/assistants/#{assistant.id}/playground",
+             params: valid_params,
+             headers: agent.create_new_auth_token,
+             as: :json
+
+        expect(response).to have_http_status(:success)
+        expect(agent_runner_service).to have_received(:generate_response).with(
+          message_history: valid_params[:message_history] + [{ role: 'user', content: valid_params[:message_content] }]
+        )
+        expect(json_response[:response]).to eq('Assistant response')
+      end
+
+      it 'does not duplicate the latest user message if it is already in history' do
+        params_with_latest_message = {
+          message_content: 'Hello assistant',
+          message_history: [{ role: 'user', content: 'Hello assistant' }]
+        }
+        allow(Captain::Assistant::AgentRunnerService).to receive(:new).with(
+          assistant: assistant,
+          source: 'playground'
+        ).and_return(agent_runner_service)
+        allow(agent_runner_service).to receive(:generate_response).and_return({ response: 'Assistant response' })
+
+        post "/api/v1/accounts/#{account.id}/captain/assistants/#{assistant.id}/playground",
+             params: params_with_latest_message,
+             headers: agent.create_new_auth_token,
+             as: :json
+
+        expect(response).to have_http_status(:success)
+        expect(agent_runner_service).to have_received(:generate_response).with(
+          message_history: params_with_latest_message[:message_history]
+        )
+      end
+    end
   end
 end

spec/enterprise/controllers/enterprise/devise_overrides/omniauth_callbacks_controller_spec.rb

@@ -57,5 +57,22 @@ RSpec.describe 'Enterprise SAML OmniAuth Callbacks', type: :request do
         expect(response).to redirect_to(%r{/app/login\?email=.+&sso_auth_token=.+$})
       end
     end
+
+    it 'rejects an existing user from another account' do
+      with_modified_env FRONTEND_URL: 'http://www.example.com' do
+        other_account = create(:account)
+        existing_user = create(:user, email: 'existing@example.com', account: other_account, provider: 'email')
+        set_saml_config('existing@example.com')
+
+        get "/omniauth/saml/callback?account_id=#{account.id}"
+
+        expect(response).to redirect_to('http://www.example.com/auth/saml/callback')
+        follow_redirect!
+
+        expect(response).to redirect_to('http://www.example.com/app/login?error=saml-authentication-failed')
+        expect(existing_user.reload.provider).to eq('email')
+        expect(existing_user.accounts).not_to include(account)
+      end
+    end
   end
 end

spec/enterprise/jobs/captain/inbox_pending_conversations_resolution_job_spec.rb

@@ -2,16 +2,14 @@ require 'rails_helper'
 
 RSpec.describe Captain::InboxPendingConversationsResolutionJob, type: :job do
   let!(:inbox) { create(:inbox) }
-
   let!(:resolvable_pending_conversation) { create(:conversation, inbox: inbox, last_activity_at: 2.hours.ago, status: :pending) }
-  let!(:recent_pending_conversation) { create(:conversation, inbox: inbox, last_activity_at: 10.minutes.ago, status: :pending) }
+  let!(:recent_pending_conversation) { create(:conversation, inbox: inbox, last_activity_at: 1.minute.ago, status: :pending) }
   let!(:open_conversation) { create(:conversation, inbox: inbox, last_activity_at: 1.hour.ago, status: :open) }
-
   let!(:captain_assistant) { create(:captain_assistant, account: inbox.account) }
 
   before do
     create(:captain_inbox, inbox: inbox, captain_assistant: captain_assistant)
-    stub_const('Limits::BULK_ACTIONS_LIMIT', 2)
+    stub_const('Limits::BULK_ACTIONS_LIMIT', 3)
     inbox.reload
   end
 
@@ -20,49 +18,307 @@ RSpec.describe Captain::InboxPendingConversationsResolutionJob, type: :job do
       .to have_enqueued_job.on_queue('low')
   end
 
-  it 'resolves only the eligible pending conversations' do
-    described_class.perform_now(inbox)
-
-    expect(resolvable_pending_conversation.reload.status).to eq('resolved')
-    expect(recent_pending_conversation.reload.status).to eq('pending')
-    expect(open_conversation.reload.status).to eq('open')
-  end
-
-  it 'creates exactly one outgoing message with configured content' do
-    custom_message = 'This is a custom resolution message.'
-    captain_assistant.update!(config: { 'resolution_message' => custom_message })
-
-    expect do
+  context 'when captain_tasks is disabled' do
+    it 'resolves pending conversations inactive for over 1 hour' do
       described_class.perform_now(inbox)
-    end.to change { resolvable_pending_conversation.messages.outgoing.reload.count }.by(1)
 
-    outgoing_message = resolvable_pending_conversation.messages.outgoing.last
-    expect(outgoing_message.content).to eq(custom_message)
+      expect(resolvable_pending_conversation.reload.status).to eq('resolved')
+    end
+
+    it 'does not resolve recent pending conversations' do
+      described_class.perform_now(inbox)
+
+      expect(recent_pending_conversation.reload.status).to eq('pending')
+    end
+
+    it 'does not affect open conversations' do
+      described_class.perform_now(inbox)
+
+      expect(open_conversation.reload.status).to eq('open')
+    end
+
+    it 'does not call ConversationCompletionService' do
+      allow(Captain::ConversationCompletionService).to receive(:new)
+
+      described_class.perform_now(inbox)
+
+      expect(Captain::ConversationCompletionService).not_to have_received(:new)
+    end
   end
 
-  it 'creates an outgoing message with default auto resolution message if not configured' do
-    captain_assistant.update!(config: {})
+  context 'when captain_tasks is enabled' do
+    before do
+      allow(inbox.account).to receive(:feature_enabled?).and_call_original
+      allow(inbox.account).to receive(:feature_enabled?).with('captain_tasks').and_return(true)
+    end
 
-    described_class.perform_now(inbox)
-    outgoing_message = resolvable_pending_conversation.messages.outgoing.last
-    expect(outgoing_message.content).to eq(
-      I18n.t('conversations.activity.auto_resolution_message')
-    )
-  end
+    it 'only evaluates eligible pending conversations (inactive > 1 hour)' do
+      allow(Captain::ConversationCompletionService).to receive(:new).and_call_original
 
-  it 'adds the correct activity message after resolution by Captain' do
-    described_class.perform_now(inbox)
-    expected_content = I18n.t('conversations.activity.captain.resolved', user_name: captain_assistant.name)
-    expect(Conversations::ActivityMessageJob)
-      .to have_been_enqueued.with(
-        resolvable_pending_conversation,
-        {
-          account_id: resolvable_pending_conversation.account_id,
-          inbox_id: resolvable_pending_conversation.inbox_id,
-          message_type: :activity,
-          content: expected_content
-        }
+      # Mock the service to return complete for all conversations
+      mock_service = instance_double(Captain::ConversationCompletionService)
+      allow(mock_service).to receive(:perform).and_return({ complete: true, reason: 'Test' })
+      allow(Captain::ConversationCompletionService).to receive(:new).and_return(mock_service)
+
+      described_class.perform_now(inbox)
+
+      # Only resolvable conversation should be evaluated (not recent or open)
+      expect(Captain::ConversationCompletionService).to have_received(:new).with(
+        account: inbox.account,
+        conversation_display_id: resolvable_pending_conversation.display_id
       )
+      expect(recent_pending_conversation.reload.status).to eq('pending')
+      expect(open_conversation.reload.status).to eq('open')
+    end
+
+    it 'skips auto-action if conversation receives new activity after evaluation' do
+      mock_service = instance_double(Captain::ConversationCompletionService)
+      allow(mock_service).to receive(:perform) do
+        resolvable_pending_conversation.update!(last_activity_at: Time.current)
+        { complete: true, reason: 'Customer question was answered' }
+      end
+      allow(Captain::ConversationCompletionService).to receive(:new).and_return(mock_service)
+
+      described_class.perform_now(inbox)
+
+      expect(resolvable_pending_conversation.reload.status).to eq('pending')
+      expect(resolvable_pending_conversation.messages.outgoing).to be_empty
+    end
+  end
+
+  context 'when LLM evaluation returns complete' do
+    before do
+      allow(inbox.account).to receive(:feature_enabled?).and_call_original
+      allow(inbox.account).to receive(:feature_enabled?).with('captain_tasks').and_return(true)
+      mock_service = instance_double(Captain::ConversationCompletionService)
+      allow(mock_service).to receive(:perform).and_return({ complete: true, reason: 'Customer question was answered' })
+      allow(Captain::ConversationCompletionService).to receive(:new).and_return(mock_service)
+    end
+
+    it 'resolves the conversation' do
+      described_class.perform_now(inbox)
+
+      expect(resolvable_pending_conversation.reload.status).to eq('resolved')
+    end
+
+    it 'creates a private note with the reason' do
+      described_class.perform_now(inbox)
+
+      private_note = resolvable_pending_conversation.messages.where(private: true).last
+      expect(private_note.content).to eq('Auto-resolved: Customer question was answered')
+    end
+
+    it 'creates resolution message with configured content' do
+      custom_message = 'This is a custom resolution message.'
+      captain_assistant.update!(config: { 'resolution_message' => custom_message })
+      inbox.reload
+
+      described_class.perform_now(inbox)
+
+      public_message = resolvable_pending_conversation.messages.where(private: false).outgoing.last
+      expect(public_message.content).to eq(custom_message)
+    end
+
+    it 'creates resolution message with default if not configured' do
+      captain_assistant.update!(config: {})
+      inbox.reload
+
+      described_class.perform_now(inbox)
+
+      public_message = resolvable_pending_conversation.messages.where(private: false).outgoing.last
+      expect(public_message.content).to eq(I18n.t('conversations.activity.auto_resolution_message'))
+    end
+
+    it 'adds the correct activity message after resolution' do
+      described_class.perform_now(inbox)
+
+      expected_content = I18n.t(
+        'conversations.activity.captain.resolved_with_reason',
+        user_name: captain_assistant.name,
+        reason: 'no outstanding questions'
+      )
+      expect(Conversations::ActivityMessageJob)
+        .to have_been_enqueued.with(
+          resolvable_pending_conversation,
+          {
+            account_id: resolvable_pending_conversation.account_id,
+            inbox_id: resolvable_pending_conversation.inbox_id,
+            message_type: :activity,
+            content: expected_content
+          }
+        )
+    end
+
+    it 'creates a captain inference resolved reporting event' do
+      perform_enqueued_jobs do
+        described_class.perform_now(inbox)
+      end
+
+      inference_event = ReportingEvent.find_by(
+        conversation_id: resolvable_pending_conversation.id,
+        name: 'conversation_captain_inference_resolved'
+      )
+      expect(inference_event).to be_present
+    end
+  end
+
+  context 'when LLM evaluation returns incomplete' do
+    let(:handoff_reason) { 'Assistant asked for order number but customer did not respond' }
+
+    before do
+      allow(inbox.account).to receive(:feature_enabled?).and_call_original
+      allow(inbox.account).to receive(:feature_enabled?).with('captain_tasks').and_return(true)
+      mock_service = instance_double(Captain::ConversationCompletionService)
+      allow(mock_service).to receive(:perform).and_return({ complete: false, reason: handoff_reason })
+      allow(Captain::ConversationCompletionService).to receive(:new).and_return(mock_service)
+    end
+
+    it 'hands off the conversation to agents (status becomes open)' do
+      described_class.perform_now(inbox)
+
+      expect(resolvable_pending_conversation.reload.status).to eq('open')
+    end
+
+    it 'creates a private note with the reason' do
+      described_class.perform_now(inbox)
+
+      private_note = resolvable_pending_conversation.messages.where(private: true).last
+      expect(private_note.content).to eq("Auto-handoff: #{handoff_reason}")
+    end
+
+    it 'creates handoff message with configured content' do
+      handoff_message = 'Connecting you to a human agent...'
+      captain_assistant.update!(config: { 'handoff_message' => handoff_message })
+      inbox.reload
+      allow(inbox.account).to receive(:feature_enabled?).and_call_original
+      allow(inbox.account).to receive(:feature_enabled?).with('captain_tasks').and_return(true)
+
+      described_class.perform_now(inbox)
+
+      public_message = resolvable_pending_conversation.messages.where(private: false).outgoing.last
+      expect(public_message.content).to eq(handoff_message)
+      expect(public_message.additional_attributes['preserve_waiting_since']).to be_nil
+    end
+
+    it 'preserves existing waiting_since when handoff message is configured' do
+      handoff_message = 'Connecting you to a human agent...'
+      original_waiting_since = 3.hours.ago
+
+      captain_assistant.update!(config: { 'handoff_message' => handoff_message })
+      resolvable_pending_conversation.update!(waiting_since: original_waiting_since)
+      allow(MessageTemplates::Template::OutOfOffice).to receive(:perform_if_applicable)
+      inbox.reload
+      allow(inbox.account).to receive(:feature_enabled?).and_call_original
+      allow(inbox.account).to receive(:feature_enabled?).with('captain_tasks').and_return(true)
+
+      described_class.perform_now(inbox)
+
+      expect(resolvable_pending_conversation.reload.waiting_since).to be_within(1.second).of(original_waiting_since)
+    end
+
+    it 'does not create handoff message if not configured' do
+      captain_assistant.update!(config: {})
+      inbox.reload
+      allow(inbox.account).to receive(:feature_enabled?).and_call_original
+      allow(inbox.account).to receive(:feature_enabled?).with('captain_tasks').and_return(true)
+
+      expect do
+        described_class.perform_now(inbox)
+      end.not_to(change { resolvable_pending_conversation.messages.where(private: false).count })
+    end
+
+    it 'adds the correct activity message after handoff' do
+      described_class.perform_now(inbox)
+
+      expected_content = I18n.t(
+        'conversations.activity.captain.open_with_reason',
+        user_name: captain_assistant.name,
+        reason: 'pending clarification from customer'
+      )
+      expect(Conversations::ActivityMessageJob)
+        .to have_been_enqueued.with(
+          resolvable_pending_conversation,
+          {
+            account_id: resolvable_pending_conversation.account_id,
+            inbox_id: resolvable_pending_conversation.inbox_id,
+            message_type: :activity,
+            content: expected_content
+          }
+        )
+    end
+
+    it 'creates a captain inference handoff reporting event' do
+      perform_enqueued_jobs do
+        described_class.perform_now(inbox)
+      end
+
+      inference_event = ReportingEvent.find_by(
+        conversation_id: resolvable_pending_conversation.id,
+        name: 'conversation_captain_inference_handoff'
+      )
+      expect(inference_event).to be_present
+    end
+  end
+
+  context 'when handoff occurs outside business hours' do
+    let(:handoff_reason) { 'Customer has not responded to clarifying question' }
+
+    before do
+      allow(inbox.account).to receive(:feature_enabled?).and_call_original
+      allow(inbox.account).to receive(:feature_enabled?).with('captain_tasks').and_return(true)
+      mock_service = instance_double(Captain::ConversationCompletionService)
+      allow(mock_service).to receive(:perform).and_return({ complete: false, reason: handoff_reason })
+      allow(Captain::ConversationCompletionService).to receive(:new).and_return(mock_service)
+      inbox.update!(working_hours_enabled: true, out_of_office_message: 'We are currently unavailable.')
+    end
+
+    it 'sends OOO message for non-campaign conversations' do
+      travel_to '01.11.2020 13:00'.to_datetime do
+        resolvable_pending_conversation.update!(last_activity_at: 2.hours.ago)
+        described_class.perform_now(inbox)
+
+        ooo_message = resolvable_pending_conversation.messages.template.last
+        expect(ooo_message).to be_present
+        expect(ooo_message.content).to eq('We are currently unavailable.')
+      end
+    end
+
+    it 'does not send OOO message for campaign conversations' do
+      campaign = create(:campaign, account: inbox.account, inbox: inbox)
+      resolvable_pending_conversation.update!(campaign: campaign)
+
+      travel_to '01.11.2020 13:00'.to_datetime do
+        resolvable_pending_conversation.update!(last_activity_at: 2.hours.ago)
+        described_class.perform_now(inbox)
+
+        expect(resolvable_pending_conversation.messages.template).to be_empty
+      end
+    end
+
+    it 'does not send OOO message during business hours' do
+      travel_to '26.10.2020 10:00'.to_datetime do
+        resolvable_pending_conversation.update!(last_activity_at: 2.hours.ago)
+        described_class.perform_now(inbox)
+
+        expect(resolvable_pending_conversation.messages.template).to be_empty
+      end
+    end
+  end
+
+  context 'when LLM evaluation fails' do
+    before do
+      allow(inbox.account).to receive(:feature_enabled?).and_call_original
+      allow(inbox.account).to receive(:feature_enabled?).with('captain_tasks').and_return(true)
+      mock_service = instance_double(Captain::ConversationCompletionService)
+      allow(mock_service).to receive(:perform).and_return({ complete: false, reason: 'API Error' })
+      allow(Captain::ConversationCompletionService).to receive(:new).and_return(mock_service)
+    end
+
+    it 'hands off as safe default' do
+      described_class.perform_now(inbox)
+
+      expect(resolvable_pending_conversation.reload.status).to eq('open')
+    end
   end
 
   it 'does not resolve conversations when auto-resolve is disabled at execution time' do

spec/enterprise/lib/captain/conversation_completion_service_spec.rb

@@ -0,0 +1,190 @@
+require 'rails_helper'
+
+RSpec.describe Captain::ConversationCompletionService do
+  let(:account) { create(:account) }
+  let(:inbox) { create(:inbox, account: account) }
+  let(:conversation) { create(:conversation, account: account, inbox: inbox) }
+  let(:service) { described_class.new(account: account, conversation_display_id: conversation.display_id) }
+  let(:mock_chat) { instance_double(RubyLLM::Chat) }
+  let(:mock_context) { instance_double(RubyLLM::Context, chat: mock_chat) }
+
+  before do
+    create(:installation_config, name: 'CAPTAIN_OPEN_AI_API_KEY', value: 'test-key')
+    allow(Llm::Config).to receive(:with_api_key).and_yield(mock_context)
+    allow(mock_chat).to receive(:with_instructions)
+    allow(mock_chat).to receive(:with_schema).and_return(mock_chat)
+    allow(account).to receive(:feature_enabled?).and_call_original
+    allow(account).to receive(:feature_enabled?).with('captain_tasks').and_return(true)
+  end
+
+  describe '#perform' do
+    context 'when conversation is complete' do
+      let(:mock_response) do
+        instance_double(
+          RubyLLM::Message,
+          content: { 'complete' => true, 'reason' => 'Customer question was fully answered' },
+          input_tokens: 100,
+          output_tokens: 20
+        )
+      end
+
+      before do
+        create(:message, conversation: conversation, message_type: :incoming, content: 'What are your hours?')
+        create(:message, conversation: conversation, message_type: :outgoing, content: 'We are open 9-5 Monday to Friday.')
+        create(:message, conversation: conversation, message_type: :incoming, content: 'Thanks!')
+        allow(mock_chat).to receive(:ask).and_return(mock_response)
+      end
+
+      it 'returns complete: true with reason' do
+        result = service.perform
+
+        expect(result[:complete]).to be true
+        expect(result[:reason]).to eq('Customer question was fully answered')
+      end
+    end
+
+    context 'when conversation is incomplete' do
+      let(:mock_response) do
+        instance_double(
+          RubyLLM::Message,
+          content: { 'complete' => false, 'reason' => 'Assistant asked for order number but customer did not respond' },
+          input_tokens: 100,
+          output_tokens: 20
+        )
+      end
+
+      before do
+        create(:message, conversation: conversation, message_type: :incoming, content: 'Where is my order?')
+        create(:message, conversation: conversation, message_type: :outgoing, content: 'Can you please share your order number?')
+        allow(mock_chat).to receive(:ask).and_return(mock_response)
+      end
+
+      it 'returns complete: false with reason' do
+        result = service.perform
+
+        expect(result[:complete]).to be false
+        expect(result[:reason]).to eq('Assistant asked for order number but customer did not respond')
+      end
+    end
+
+    context 'when conversation has no messages' do
+      it 'returns incomplete with appropriate reason' do
+        result = service.perform
+
+        expect(result[:complete]).to be false
+        expect(result[:reason]).to eq('No messages found')
+      end
+    end
+
+    context 'when LLM returns non-hash response' do
+      let(:mock_response) do
+        instance_double(
+          RubyLLM::Message,
+          content: 'unexpected string response',
+          input_tokens: 100,
+          output_tokens: 20
+        )
+      end
+
+      before do
+        create(:message, conversation: conversation, message_type: :incoming, content: 'Hello')
+        allow(mock_chat).to receive(:ask).and_return(mock_response)
+      end
+
+      it 'returns incomplete as safe default' do
+        result = service.perform
+
+        expect(result[:complete]).to be false
+        expect(result[:reason]).to eq('Invalid response format')
+      end
+    end
+
+    context 'when API call fails' do
+      before do
+        create(:message, conversation: conversation, message_type: :incoming, content: 'Hello')
+        allow(mock_chat).to receive(:ask).and_raise(StandardError.new('API Error'))
+      end
+
+      it 'returns incomplete with error message' do
+        result = service.perform
+
+        expect(result[:complete]).to be false
+        expect(result[:reason]).to eq('API Error')
+      end
+    end
+
+    context 'when captain_tasks feature is disabled' do
+      before do
+        allow(account).to receive(:feature_enabled?).with('captain_tasks').and_return(false)
+        create(:message, conversation: conversation, message_type: :incoming, content: 'Hello')
+      end
+
+      it 'does not evaluate the conversation as complete' do
+        result = service.perform
+
+        expect(result[:complete]).not_to be true
+      end
+    end
+
+    context 'when account has its own OpenAI hook' do
+      before do
+        create(:message, conversation: conversation, message_type: :incoming, content: 'Hello')
+        create(:integrations_hook, :openai, account: account, settings: { 'api_key' => 'customer-own-key' })
+      end
+
+      it 'uses the system API key instead of the account hook key' do
+        expect(Llm::Config).to receive(:with_api_key).with('test-key', api_base: anything).and_yield(mock_context)
+        allow(mock_chat).to receive(:ask).and_return(
+          instance_double(RubyLLM::Message, content: { 'complete' => true, 'reason' => 'Done' }, input_tokens: 10, output_tokens: 5)
+        )
+
+        service.perform
+      end
+
+      it 'falls back to the account hook key when no system key exists' do
+        InstallationConfig.find_by(name: 'CAPTAIN_OPEN_AI_API_KEY').update!(value: nil)
+
+        expect(Llm::Config).to receive(:with_api_key).with('customer-own-key', api_base: anything).and_yield(mock_context)
+        allow(mock_chat).to receive(:ask).and_return(
+          instance_double(RubyLLM::Message, content: { 'complete' => true, 'reason' => 'Done' }, input_tokens: 10, output_tokens: 5)
+        )
+
+        service.perform
+      end
+    end
+
+    context 'when customer quota is exhausted' do
+      let(:mock_response) do
+        instance_double(
+          RubyLLM::Message,
+          content: { 'complete' => true, 'reason' => 'Customer question was fully answered' },
+          input_tokens: 100,
+          output_tokens: 20
+        )
+      end
+
+      before do
+        allow(ChatwootApp).to receive(:chatwoot_cloud?).and_return(true)
+        allow(account).to receive(:usage_limits).and_return({
+                                                              captain: { responses: { current_available: 0 } }
+                                                            })
+        create(:message, conversation: conversation, message_type: :incoming, content: 'What are your hours?')
+        create(:message, conversation: conversation, message_type: :outgoing, content: 'We are open 9-5 Monday to Friday.')
+        allow(mock_chat).to receive(:ask).and_return(mock_response)
+      end
+
+      it 'still runs the evaluation bypassing quota check' do
+        result = service.perform
+
+        expect(result[:error]).to be_nil
+        expect(result[:complete]).to be true
+        expect(result[:reason]).to eq('Customer question was fully answered')
+      end
+
+      it 'does not increment usage' do
+        expect(account).not_to receive(:increment_response_usage)
+        service.perform
+      end
+    end
+  end
+end

spec/enterprise/lib/captain/tools/handoff_tool_spec.rb

@@ -63,6 +63,20 @@ RSpec.describe Captain::Tools::HandoffTool, type: :model do
           tool.perform(tool_context, reason: 'Test reason')
         end
 
+        it 'creates a conversation_bot_handoff reporting event' do
+          create(:captain_inbox, captain_assistant: assistant, inbox: inbox)
+          Current.executed_by = assistant
+
+          perform_enqueued_jobs do
+            tool.perform(tool_context, reason: 'Customer needs specialized support')
+          end
+
+          reporting_event = ReportingEvent.find_by(conversation_id: conversation.id, name: 'conversation_bot_handoff')
+          expect(reporting_event).to be_present
+        ensure
+          Current.reset
+        end
+
         it 'logs tool usage with reason' do
           reason = 'Customer needs help'
           expect(tool).to receive(:log_tool_usage).with(

spec/enterprise/lib/captain/tools/resolve_conversation_tool_spec.rb

@@ -29,10 +29,14 @@ RSpec.describe Captain::Tools::ResolveConversationTool do
       )
     end
 
-    it 'clears captain_resolve_reason after execution' do
-      tool.perform(tool_context, reason: 'Possible spam')
+    it 'creates a conversation_resolved reporting event' do
+      create(:captain_inbox, captain_assistant: assistant, inbox: inbox)
 
-      expect(Current.captain_resolve_reason).to be_nil
+      expect do
+        perform_enqueued_jobs do
+          tool.perform(tool_context, reason: 'Possible spam')
+        end
+      end.to change { ReportingEvent.where(conversation_id: conversation.id, name: 'conversation_resolved').count }.by(1)
     end
   end
 

spec/enterprise/listeners/captain_listener_spec.rb

@@ -8,8 +8,7 @@ describe CaptainListener do
   let(:assistant) { create(:captain_assistant, account: account, config: { feature_memory: true, feature_faq: true }) }
 
   describe '#conversation_resolved' do
-    let(:agent) { create(:user, account: account) }
-    let(:conversation) { create(:conversation, account: account, inbox: inbox, assignee: agent) }
+    let(:conversation) { create(:conversation, account: account, inbox: inbox, assignee: user) }
 
     let(:event_name) { :conversation_resolved }
     let(:event) { Events::Base.new(event_name, Time.zone.now, conversation: conversation) }

spec/enterprise/models/captain/scenario_spec.rb

@@ -42,6 +42,45 @@ RSpec.describe Captain::Scenario, type: :model do
     end
   end
 
+  describe '#handoff_key' do
+    let(:account) { create(:account) }
+    let(:assistant) { create(:captain_assistant, account: account) }
+
+    it 'uses id plus readable slug for persisted scenarios' do
+      scenario = create(:captain_scenario, assistant: assistant, account: account,
+                                           title: 'Handle complex refund requests requiring manager approval steps')
+
+      expect(scenario.handoff_key).to start_with("scenario_#{scenario.id}_")
+      expect(scenario.handoff_key).to end_with('_agent')
+      expect("handoff_to_#{scenario.handoff_key}".length).to be <= 60
+    end
+
+    it 'uses a truncated slug key for unsaved scenarios' do
+      scenario = build(:captain_scenario, assistant: assistant, account: account,
+                                          title: 'Troubleshoot payment gateway errors for recurring subscription charges')
+
+      expect(scenario.handoff_key).to match(/\Ascenario_draft_[a-z0-9_]+_agent\z/)
+      expect("handoff_to_#{scenario.handoff_key}".length).to be <= 60
+    end
+
+    it 'stays within length budget even for large ids' do
+      scenario = build(:captain_scenario, assistant: assistant, account: account,
+                                          title: 'A very long scenario title used only for budget verification')
+      allow(scenario).to receive(:id).and_return(1_234_567_890_123_456_789)
+
+      expect("handoff_to_#{scenario.handoff_key}".length).to be <= 60
+    end
+
+    it 'exposes handoff keys in assistant prompt context' do
+      scenario = create(:captain_scenario, assistant: assistant, account: account)
+
+      prompt_context = assistant.send(:prompt_context)
+      scenario_config = prompt_context[:scenarios].find { |entry| entry[:title] == scenario.title }
+
+      expect(scenario_config[:key]).to eq(scenario.handoff_key)
+    end
+  end
+
   describe 'tool validation and population' do
     let(:account) { create(:account) }
     let(:assistant) { create(:captain_assistant, account: account) }

spec/listeners/reporting_event_listener_spec.rb

@@ -27,12 +27,24 @@ describe ReportingEventListener do
       end
 
       it 'creates conversation_resolved event with business hour value' do
-        event = Events::Base.new('conversation.resolved', Time.zone.now, conversation: new_conversation)
+        event = Events::Base.new('conversation.resolved', updated_at, conversation: new_conversation)
         listener.conversation_resolved(event)
         expect(account.reporting_events.where(name: 'conversation_resolved')[0]['value_in_business_hours']).to be 144_000.0
       end
     end
 
+    it 'uses event timestamp even when conversation updated_at changes later' do
+      resolved_at = conversation.created_at + 20.minutes
+      allow(conversation).to receive(:updated_at).and_return(resolved_at + 10.minutes)
+      event = Events::Base.new('conversation.resolved', resolved_at, conversation: conversation)
+
+      listener.conversation_resolved(event)
+
+      reporting_event = account.reporting_events.where(name: 'conversation_resolved').first
+      expect(reporting_event.value).to eq 1200
+      expect(reporting_event.event_end_time).to be_within(1.second).of(resolved_at)
+    end
+
     describe 'conversation_bot_resolved' do
       # create an agent bot
       let!(:agent_bot_inbox) { create(:inbox, account: account) }
@@ -261,11 +273,55 @@ describe ReportingEventListener do
       end
 
       it 'creates conversation_bot_handoff event with business hour value' do
-        event = Events::Base.new('conversation.bot_handoff', Time.zone.now, conversation: new_conversation)
+        event = Events::Base.new('conversation.bot_handoff', updated_at, conversation: new_conversation)
         listener.conversation_bot_handoff(event)
         expect(account.reporting_events.where(name: 'conversation_bot_handoff')[0]['value_in_business_hours']).to be 144_000.0
       end
     end
+
+    it 'uses event timestamp even when conversation updated_at changes later' do
+      handoff_at = conversation.created_at + 10.minutes
+      allow(conversation).to receive(:updated_at).and_return(handoff_at + 15.minutes)
+      event = Events::Base.new('conversation.bot_handoff', handoff_at, conversation: conversation)
+
+      listener.conversation_bot_handoff(event)
+
+      reporting_event = account.reporting_events.where(name: 'conversation_bot_handoff').first
+      expect(reporting_event.value).to eq 600
+      expect(reporting_event.event_end_time).to be_within(1.second).of(handoff_at)
+    end
+  end
+
+  describe '#conversation_captain_inference_resolved' do
+    it 'creates conversation_captain_inference_resolved event' do
+      expect(account.reporting_events.where(name: 'conversation_captain_inference_resolved').count).to be 0
+      decision_time = conversation.created_at + 60.seconds
+      event = Events::Base.new('conversation.captain_inference_resolved', decision_time, conversation: conversation)
+      allow(conversation).to receive(:updated_at).and_return(decision_time + 5.minutes)
+
+      listener.conversation_captain_inference_resolved(event)
+
+      reporting_event = account.reporting_events.where(name: 'conversation_captain_inference_resolved').first
+      expect(reporting_event).to be_present
+      expect(reporting_event.value).to eq 60
+      expect(reporting_event.event_end_time).to be_within(1.second).of(decision_time)
+    end
+  end
+
+  describe '#conversation_captain_inference_handoff' do
+    it 'creates conversation_captain_inference_handoff event' do
+      expect(account.reporting_events.where(name: 'conversation_captain_inference_handoff').count).to be 0
+      decision_time = conversation.created_at + 90.seconds
+      event = Events::Base.new('conversation.captain_inference_handoff', decision_time, conversation: conversation)
+      allow(conversation).to receive(:updated_at).and_return(decision_time + 5.minutes)
+
+      listener.conversation_captain_inference_handoff(event)
+
+      reporting_event = account.reporting_events.where(name: 'conversation_captain_inference_handoff').first
+      expect(reporting_event).to be_present
+      expect(reporting_event.value).to eq 90
+      expect(reporting_event.event_end_time).to be_within(1.second).of(decision_time)
+    end
   end
 
   describe '#conversation_opened' do
@@ -274,7 +330,8 @@ describe ReportingEventListener do
 
       it 'creates conversation_opened event with value 0' do
         expect(account.reporting_events.where(name: 'conversation_opened').count).to be 0
-        event = Events::Base.new('conversation.opened', Time.zone.now, conversation: new_conversation)
+        opened_at = Time.zone.now
+        event = Events::Base.new('conversation.opened', opened_at, conversation: new_conversation)
         listener.conversation_opened(event)
         expect(account.reporting_events.where(name: 'conversation_opened').count).to be 1
 
@@ -282,7 +339,7 @@ describe ReportingEventListener do
         expect(opened_event.value).to eq 0
         expect(opened_event.value_in_business_hours).to eq 0
         expect(opened_event.event_start_time).to be_within(1.second).of(new_conversation.created_at)
-        expect(opened_event.event_end_time).to be_within(1.second).of(new_conversation.updated_at)
+        expect(opened_event.event_end_time).to be_within(1.second).of(opened_at)
       end
     end
 
@@ -334,6 +391,17 @@ describe ReportingEventListener do
         expect(reopened_event.user_id).to eq(user.id)
       end
 
+      it 'uses event timestamp even when conversation updated_at changes later' do
+        allow(reopened_conversation).to receive(:updated_at).and_return(reopened_time + 20.minutes)
+        event = Events::Base.new('conversation.opened', reopened_time, conversation: reopened_conversation)
+
+        listener.conversation_opened(event)
+
+        reopened_event = account.reporting_events.where(name: 'conversation_opened').first
+        expect(reopened_event.value).to be_within(1).of(3600)
+        expect(reopened_event.event_end_time).to be_within(1.second).of(reopened_time)
+      end
+
       context 'when business hours enabled for inbox' do
         let(:resolved_time) { Time.zone.parse('March 20, 2022 12:00') }
         let(:reopened_time) { Time.zone.parse('March 21, 2022 14:00') }
@@ -406,6 +474,45 @@ describe ReportingEventListener do
       end
     end
 
+    context 'when latest resolved event is after the conversation opened event timestamp' do
+      let(:previous_resolved_time) { Time.zone.parse('March 22, 2022 09:00') }
+      let(:future_resolved_time) { Time.zone.parse('March 22, 2022 11:00') }
+      let(:reopened_time) { Time.zone.parse('March 22, 2022 10:00') }
+      let(:reopened_conversation) do
+        create(:conversation, account: account, inbox: inbox, assignee: user, updated_at: reopened_time)
+      end
+
+      before do
+        create(:reporting_event,
+               name: 'conversation_resolved',
+               account_id: account.id,
+               inbox_id: inbox.id,
+               conversation_id: reopened_conversation.id,
+               user_id: user.id,
+               event_start_time: reopened_conversation.created_at,
+               event_end_time: previous_resolved_time)
+
+        create(:reporting_event,
+               name: 'conversation_resolved',
+               account_id: account.id,
+               inbox_id: inbox.id,
+               conversation_id: reopened_conversation.id,
+               user_id: user.id,
+               event_start_time: previous_resolved_time,
+               event_end_time: future_resolved_time)
+      end
+
+      it 'ignores future resolved events when computing reopen duration' do
+        event = Events::Base.new('conversation.opened', reopened_time, conversation: reopened_conversation)
+        listener.conversation_opened(event)
+
+        reopened_event = account.reporting_events.where(name: 'conversation_opened').first
+        expect(reopened_event.value).to be_within(1).of(3600)
+        expect(reopened_event.event_start_time).to be_within(1.second).of(previous_resolved_time)
+        expect(reopened_event.event_end_time).to be_within(1.second).of(reopened_time)
+      end
+    end
+
     context 'when agent bot resolves and conversation is reopened' do
       # This implicitly tests that the first_response time is correctly calculated
       # By checking that a conversation reopened event is created with the correct values

spec/models/message_spec.rb

@@ -366,6 +366,25 @@ RSpec.describe Message do
         expect(conversation.waiting_since).to be_nil
       end
     end
+
+    context 'when bot response should preserve waiting_since' do
+      let(:agent_bot) { create(:agent_bot, account: conversation.account) }
+
+      it 'does not clear waiting_since when preserve_waiting_since is set' do
+        original_waiting_since = 45.minutes.ago
+        conversation.update!(waiting_since: original_waiting_since)
+
+        create(
+          :message,
+          conversation: conversation,
+          message_type: :outgoing,
+          sender: agent_bot,
+          preserve_waiting_since: true
+        )
+
+        expect(conversation.reload.waiting_since).to be_within(1.second).of(original_waiting_since)
+      end
+    end
   end
 
   context 'with webhook_data' do

spec/services/action_service_spec.rb

@@ -50,6 +50,26 @@ describe ActionService do
       action_service.assign_agent(['nil'])
       expect(conversation.reload.assignee).to be_nil
     end
+
+    context 'when agent is confirmed' do
+      it 'assigns the agent to the conversation' do
+        inbox_member
+        action_service.assign_agent([agent.id])
+        expect(conversation.reload.assignee).to eq(agent)
+      end
+    end
+
+    context 'when agent is unconfirmed' do
+      let(:unconfirmed_agent) { create(:user, account: account, role: :agent, skip_confirmation: false) }
+      let(:unconfirmed_inbox_member) { create(:inbox_member, inbox: conversation.inbox, user: unconfirmed_agent) }
+
+      it 'does not assign unconfirmed agent to the conversation' do
+        unconfirmed_inbox_member
+        original_assignee = conversation.assignee
+        action_service.assign_agent([unconfirmed_agent.id])
+        expect(conversation.reload.assignee).to eq(original_assignee)
+      end
+    end
   end
 
   describe '#assign_team' do