Merge branch 'codex/cw-7431-document-usage' into codex/cw-7498-document-conversation-usage

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

@@ -70,6 +70,10 @@ const props = defineProps({
     type: Number,
     default: 0,
   },
+  usedInConversationsCount: {
+    type: Number,
+    default: 0,
+  },
   isSelected: {
     type: Boolean,
     default: false,
@@ -150,6 +154,11 @@ const createdAtLabel = computed(() => dynamicTime(props.createdAt));
 const responsesCountLabel = computed(() =>
   t('CAPTAIN.DOCUMENTS.FAQ_COUNT', { n: props.responsesCount })
 );
+const usedInConversationsCountLabel = computed(() =>
+  t('CAPTAIN.DOCUMENTS.USED_IN_CONVERSATIONS', {
+    n: props.usedInConversationsCount,
+  })
+);
 
 const displayLink = computed(() =>
   isPdf.value
@@ -216,7 +225,7 @@ const handleRetry = () => {
         </div>
       </div>
     </div>
-    <div class="flex gap-4 justify-between items-center w-full">
+    <div class="flex flex-wrap gap-4 justify-between items-center w-full">
       <span
         class="flex gap-1 items-center text-sm truncate shrink-0 text-n-slate-11"
       >
@@ -246,6 +255,9 @@ const handleRetry = () => {
       <span class="text-sm shrink-0 text-n-slate-11">
         {{ responsesCountLabel }}
       </span>
+      <span class="text-sm shrink-0 text-n-slate-11">
+        {{ usedInConversationsCountLabel }}
+      </span>
       <DocumentSyncStatus
         v-if="showSyncStatus"
         :status="syncStatus"

app/javascript/dashboard/i18n/locale/en/integrations.json

@@ -819,6 +819,7 @@
       "HEADER": "Documents",
       "ADD_NEW": "Create a new document",
       "FAQ_COUNT": "{n} FAQ | {n} FAQs",
+      "USED_IN_CONVERSATIONS": "Used in {n} conversation | Used in {n} conversations",
       "SELECTED": "{count} selected",
       "SELECT_ALL": "Select all ({count})",
       "UNSELECT_ALL": "Unselect all ({count})",

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

@@ -417,6 +417,7 @@ onUnmounted(() => {
           :sync-in-progress="doc.sync_in_progress"
           :sync-stale-after-hours="syncIntervalHours"
           :responses-count="doc.responses_count"
+          :used-in-conversations-count="doc.used_in_conversations_count"
           :is-selected="canManageDocuments && bulkSelectedIds.has(doc.id)"
           :selectable="canManageDocuments"
           :show-selection-control="shouldShowSelectionControl(doc.id)"

db/migrate/20260721100000_create_captain_message_sources.rb

@@ -0,0 +1,17 @@
+class CreateCaptainMessageSources < ActiveRecord::Migration[7.1]
+  def change
+    create_table :captain_message_sources do |t|
+      t.references :account, null: false, index: true
+      t.references :assistant, null: false, index: true
+      t.references :conversation, null: false, index: true
+      t.references :message, null: false, index: true
+      t.references :document, null: false, index: true
+      t.bigint :assistant_response_id, null: false
+
+      t.timestamps
+    end
+
+    add_index :captain_message_sources, [:message_id, :assistant_response_id],
+              unique: true, name: 'idx_captain_message_sources_on_message_and_response'
+  end
+end

db/schema.rb

@@ -10,7 +10,7 @@
 #
 # It's strongly recommended that you check this file into your version control system.
 
-ActiveRecord::Schema[7.1].define(version: 2026_07_13_184351) do
+ActiveRecord::Schema[7.1].define(version: 2026_07_21_100000) do
   # These extensions should be enabled to support this database
   enable_extension "pg_stat_statements"
   enable_extension "pg_trgm"
@@ -477,6 +477,23 @@ ActiveRecord::Schema[7.1].define(version: 2026_07_13_184351) do
     t.index ["user_id"], name: "index_captain_message_reports_on_user_id"
   end
 
+  create_table "captain_message_sources", force: :cascade do |t|
+    t.bigint "account_id", null: false
+    t.bigint "assistant_id", null: false
+    t.bigint "conversation_id", null: false
+    t.bigint "message_id", null: false
+    t.bigint "document_id", null: false
+    t.bigint "assistant_response_id", null: false
+    t.datetime "created_at", null: false
+    t.datetime "updated_at", null: false
+    t.index ["account_id"], name: "index_captain_message_sources_on_account_id"
+    t.index ["assistant_id"], name: "index_captain_message_sources_on_assistant_id"
+    t.index ["conversation_id"], name: "index_captain_message_sources_on_conversation_id"
+    t.index ["document_id"], name: "index_captain_message_sources_on_document_id"
+    t.index ["message_id", "assistant_response_id"], name: "idx_captain_message_sources_on_message_and_response", unique: true
+    t.index ["message_id"], name: "index_captain_message_sources_on_message_id"
+  end
+
   create_table "captain_scenarios", force: :cascade do |t|
     t.string "title"
     t.text "description"

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

@@ -11,7 +11,7 @@ class Api::V1::Accounts::Captain::DocumentsController < Api::V1::Accounts::BaseC
     @documents = filtered_documents
     @documents_count = @documents.count
     @sync_interval_hours = current_sync_interval&.in_hours&.to_i
-    @documents = with_responses_count(@documents).page(@current_page).per(RESULTS_PER_PAGE)
+    @documents = with_document_usage(@documents).page(@current_page).per(RESULTS_PER_PAGE)
   end
 
   def show; end
@@ -61,14 +61,23 @@ class Api::V1::Accounts::Captain::DocumentsController < Api::V1::Accounts::BaseC
     apply_sort(documents, permitted_params[:sort])
   end
 
-  def with_responses_count(scope)
+  def with_document_usage(scope)
-    scope.left_joins(:responses)
+    response_counts = Captain::AssistantResponse.where(documentable_type: 'Captain::Document')
-         .select('captain_documents.*, COUNT(captain_assistant_responses.id) AS responses_count')
+                                                .group(:documentable_id)
-         .group('captain_documents.id')
+                                                .select('documentable_id AS document_id, COUNT(*) AS responses_count')
+    source_counts = Captain::MessageSource.group(:document_id).select(
+      'document_id, COUNT(DISTINCT message_id) AS used_in_answers_count, COUNT(DISTINCT conversation_id) AS used_in_conversations_count'
+    )
+
+    scope.joins("LEFT JOIN (#{response_counts.to_sql}) response_counts ON response_counts.document_id = captain_documents.id")
+         .joins("LEFT JOIN (#{source_counts.to_sql}) source_counts ON source_counts.document_id = captain_documents.id")
+         .select('captain_documents.*, COALESCE(response_counts.responses_count, 0) AS responses_count, ' \
+                 'COALESCE(source_counts.used_in_answers_count, 0) AS used_in_answers_count, ' \
+                 'COALESCE(source_counts.used_in_conversations_count, 0) AS used_in_conversations_count')
   end
 
   def set_document
-    @document = @documents.find(permitted_params[:id])
+    @document = with_document_usage(@documents).find(permitted_params[:id])
   end
 
   def set_assistant

enterprise/app/jobs/captain/conversation/response_builder_job.rb

@@ -68,7 +68,7 @@ class Captain::Conversation::ResponseBuilderJob < ApplicationJob
         # left is the customer-facing follow-up message.
         process_v2_handoff
       end
-      capture_assistant_session(result_message: @handoff_message, credits_consumed: 0.0)
+      capture_assistant_session(result_message: @handoff_message, credits_consumed: 0.0, capture_message_sources: false)
     elsif v1_handoff_requested?
       # V1 only signals via the response string — no state has been touched yet. If
       # the conversation isn't pending anymore, a human took over mid-run; bail out
@@ -83,7 +83,7 @@ class Captain::Conversation::ResponseBuilderJob < ApplicationJob
         Rails.logger.info("[CAPTAIN][ResponseBuilderJob] Incrementing response usage for #{account.id}")
         account.increment_response_usage
       end
-      capture_assistant_session(result_message: message, credits_consumed: 1.0)
+      capture_assistant_session(result_message: message, credits_consumed: 1.0, capture_message_sources: captain_v2_enabled?)
     end
   end
 
@@ -142,9 +142,10 @@ class Captain::Conversation::ResponseBuilderJob < ApplicationJob
   # Capture runs outside the delivery transaction and never raises (the service
   # swallows its own failures): a session-logging bug must never roll back the
   # customer reply or trigger the top-level handle_error handoff on top of it.
-  def capture_assistant_session(result_message:, credits_consumed:)
+  def capture_assistant_session(result_message:, credits_consumed:, capture_message_sources:)
     Captain::Assistant::SessionCaptureService.new(assistant: @assistant, conversation: @conversation, run_result: @run_result,
-                                                  result_message: result_message, credits_consumed: credits_consumed).capture
+                                                  result_message: result_message, credits_consumed: credits_consumed,
+                                                  capture_message_sources: capture_message_sources).capture
   end
 
   def handle_error(error)

enterprise/app/models/captain/document.rb

@@ -34,6 +34,7 @@ class Captain::Document < ApplicationRecord
 
   belongs_to :assistant, class_name: 'Captain::Assistant'
   has_many :responses, class_name: 'Captain::AssistantResponse', dependent: :destroy, as: :documentable
+  has_many :message_sources, class_name: 'Captain::MessageSource', dependent: :destroy_async
   belongs_to :account
   has_one_attached :pdf_file
   store_accessor :metadata, :content_fingerprint, :last_sync_error_code, :sync_step, :openai_file_id

enterprise/app/models/captain/message_source.rb

@@ -0,0 +1,33 @@
+# == Schema Information
+#
+# Table name: captain_message_sources
+#
+#  id                    :bigint           not null, primary key
+#  created_at            :datetime         not null
+#  updated_at            :datetime         not null
+#  account_id            :bigint           not null
+#  assistant_id          :bigint           not null
+#  assistant_response_id :bigint           not null
+#  conversation_id       :bigint           not null
+#  document_id           :bigint           not null
+#  message_id            :bigint           not null
+#
+# Indexes
+#
+#  idx_captain_message_sources_on_message_and_response  (message_id,assistant_response_id) UNIQUE
+#  index_captain_message_sources_on_account_id          (account_id)
+#  index_captain_message_sources_on_assistant_id        (assistant_id)
+#  index_captain_message_sources_on_conversation_id     (conversation_id)
+#  index_captain_message_sources_on_document_id         (document_id)
+#  index_captain_message_sources_on_message_id          (message_id)
+#
+class Captain::MessageSource < ApplicationRecord
+  self.table_name = 'captain_message_sources'
+
+  belongs_to :account
+  belongs_to :assistant, class_name: 'Captain::Assistant'
+  belongs_to :conversation, class_name: '::Conversation'
+  belongs_to :message
+  belongs_to :document, class_name: 'Captain::Document'
+  belongs_to :assistant_response, class_name: 'Captain::AssistantResponse', optional: true
+end

enterprise/app/models/enterprise/concerns/account.rb

@@ -16,6 +16,7 @@ module Enterprise::Concerns::Account
     has_many :captain_documents, dependent: :destroy_async, class_name: 'Captain::Document'
     has_many :captain_custom_tools, dependent: :destroy_async, class_name: 'Captain::CustomTool'
     has_many :captain_agent_sessions, dependent: :destroy_async, class_name: 'Captain::AgentSession'
+    has_many :captain_message_sources, dependent: :destroy_async, class_name: 'Captain::MessageSource'
 
     has_many :copilot_threads, dependent: :destroy_async
     has_many :companies, dependent: :destroy_async

enterprise/app/models/enterprise/concerns/message.rb

@@ -4,5 +4,6 @@ module Enterprise::Concerns::Message
   included do
     has_one :call, dependent: :nullify
     has_many :message_reports, class_name: 'Captain::MessageReport', dependent: :destroy_async
+    has_many :captain_message_sources, class_name: 'Captain::MessageSource', dependent: :destroy_async
   end
 end

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

@@ -1,12 +1,13 @@
 class Captain::Assistant::SessionCaptureService
   SCENARIO_AGENT_REGEX = /\A#{Captain::Scenario::HANDOFF_KEY_PREFIX}_(\d+)_/
 
-  def initialize(assistant:, conversation:, run_result:, result_message:, credits_consumed:)
+  def initialize(assistant:, conversation:, run_result:, result_message:, **options)
     @assistant = assistant
     @conversation = conversation
     @run_result = run_result
     @result_message = result_message
-    @credits_consumed = credits_consumed
+    @credits_consumed = options.fetch(:credits_consumed)
+    @capture_message_sources = options.fetch(:capture_message_sources, false)
   end
 
   def capture
@@ -23,7 +24,7 @@ class Captain::Assistant::SessionCaptureService
   def capture!
     model = @assistant.agent_model
 
-    Captain::AgentSession.create!(
+    session = Captain::AgentSession.create!(
       assistant: @assistant,
       session_type: :assistant,
       subject: @conversation,
@@ -35,6 +36,8 @@ class Captain::Assistant::SessionCaptureService
       scenario_ids: scenario_ids,
       run_context: current_turn_history
     )
+    capture_message_sources(metadata) if @capture_message_sources
+    session
   end
 
   private
@@ -70,6 +73,42 @@ class Captain::Assistant::SessionCaptureService
     ids & @assistant.scenarios.where(id: ids).pluck(:id)
   end
 
+  def capture_message_sources(metadata)
+    sources = Array(metadata[:message_sources])
+    return if sources.empty?
+
+    document_ids = @assistant.documents.where(id: sources.pluck(:document_id)).pluck(:id)
+    return if document_ids.empty?
+
+    insert_message_sources(message_source_rows(sources, document_ids))
+  end
+
+  def message_source_rows(sources, document_ids)
+    timestamp = Time.current
+    sources.filter_map do |source|
+      next unless document_ids.include?(source[:document_id])
+
+      {
+        account_id: @assistant.account_id,
+        assistant_id: @assistant.id,
+        conversation_id: @conversation.id,
+        message_id: @result_message.id,
+        document_id: source[:document_id],
+        assistant_response_id: source[:assistant_response_id],
+        created_at: timestamp,
+        updated_at: timestamp
+      }
+    end
+  end
+
+  def insert_message_sources(rows)
+    return if rows.empty?
+
+    # rubocop:disable Rails/SkipsModelValidations
+    Captain::MessageSource.insert_all(rows, unique_by: :idx_captain_message_sources_on_message_and_response)
+    # rubocop:enable Rails/SkipsModelValidations
+  end
+
   # Trim to the current turn: the last user message and everything after it
   # (assistant replies, tool calls/results, handoff hops).
   def current_turn_history

enterprise/app/views/api/v1/models/captain/_document.json.jbuilder

@@ -11,6 +11,10 @@ json.file_size resource.file_size
 json.pdf_document resource.pdf_document?
 responses_count = resource.respond_to?(:responses_count) ? resource.responses_count : resource.responses.count
 json.responses_count responses_count.to_i
+used_in_answers_count = resource.respond_to?(:used_in_answers_count) ? resource.used_in_answers_count : resource.message_sources.distinct.count(:message_id)
+json.used_in_answers_count used_in_answers_count.to_i
+used_in_conversations_count = resource.respond_to?(:used_in_conversations_count) ? resource.used_in_conversations_count : resource.message_sources.distinct.count(:conversation_id)
+json.used_in_conversations_count used_in_conversations_count.to_i
 json.id resource.id
 json.name resource.name
 json.status resource.status

enterprise/lib/captain/tools/faq_lookup_tool.rb

@@ -26,8 +26,17 @@ class Captain::Tools::FaqLookupTool < Captain::Tools::BasePublicTool
     metadata = tool_context.state[:cw_metadata] ||= {}
     metadata[:faq_ids] = Array(metadata[:faq_ids]) | responses.map(&:id)
 
-    document_ids = responses.filter_map { |response| response.documentable_id if response.documentable_type == 'Captain::Document' }
+    document_ids = document_responses(responses).map(&:documentable_id)
     metadata[:document_ids] = Array(metadata[:document_ids]) | document_ids
+    metadata[:message_sources] = Array(metadata[:message_sources]) | message_sources(document_responses(responses))
+  end
+
+  def document_responses(responses)
+    responses.select { |response| response.documentable_type == 'Captain::Document' }
+  end
+
+  def message_sources(responses)
+    responses.map { |response| { assistant_response_id: response.id, document_id: response.documentable_id } }
   end
 
   def format_responses(responses)