## Description Routes the remaining system-only and legacy-sensitive LLM jobs through feature-level model configuration, while preserving system credential usage and usage-accounting behavior. This adds dedicated defaults for help center article generation, onboarding content generation, query translation, transcription, and search embeddings so these flows can be configured per account without falling back to installation-wide model settings. Fixes https://linear.app/chatwoot/issue/CW-7425/test-new-models ## Type of change - [ ] Bug fix (non-breaking change which fixes an issue) - [x] New feature (non-breaking change which adds functionality) - [ ] Breaking change (fix or feature that would cause existing functionality not to work as expected) - [ ] This change requires a documentation update ## How Has This Been Tested? Verified the feature routing defaults and account overrides for the touched Captain/system LLM paths, including the legacy OpenAI transcription and paginated FAQ services. - `eval "$(rbenv init -)" && bundle exec rspec spec/lib/captain/base_task_service_spec.rb spec/lib/llm/models_spec.rb spec/models/concerns/captain_featurable_spec.rb spec/controllers/api/v1/accounts/captain/preferences_controller_spec.rb spec/enterprise/services/captain/llm/paginated_faq_generator_service_spec.rb spec/enterprise/services/captain/llm/pdf_processing_service_spec.rb spec/enterprise/services/messages/audio_transcription_service_spec.rb spec/enterprise/services/onboarding/help_center_article_builder_spec.rb spec/enterprise/services/captain/onboarding/website_analyzer_service_spec.rb` - `eval "$(rbenv init -)" && bundle exec rubocop app/controllers/api/v1/accounts/captain/preferences_controller.rb app/models/concerns/account_settings_schema.rb lib/captain/base_task_service.rb enterprise/app/services/captain/llm/article_translation_service.rb enterprise/app/services/captain/llm/article_writer_service.rb enterprise/app/services/captain/llm/embedding_service.rb enterprise/app/services/captain/llm/help_center_curation_service.rb enterprise/app/services/captain/llm/paginated_faq_generator_service.rb enterprise/app/services/captain/llm/translate_query_service.rb enterprise/app/services/captain/llm/widget_tagline_service.rb enterprise/app/services/captain/onboarding/website_analyzer_service.rb enterprise/app/services/messages/audio_transcription_service.rb spec/enterprise/services/messages/audio_transcription_service_spec.rb spec/lib/captain/base_task_service_spec.rb` - `ruby -e "require 'yaml'; config = YAML.load_file('config/llm.yml'); %w[document_faq_generation help_center_article_generation onboarding_content_generation help_center_query_translation audio_transcription help_center_search].each { |feature| abort(%(missing #{feature})) unless config.dig('features', feature) }; abort('wrong article default') unless config.dig('features', 'help_center_article_generation', 'default') == 'gpt-5.2'; puts 'llm.yml ok'"` - `git diff --check` ## 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 - [ ] Any dependent changes have been merged and published in downstream modules
426 lines
16 KiB
Ruby
426 lines
16 KiB
Ruby
require 'rails_helper'
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RSpec.describe Captain::BaseTaskService do
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let(:account) { create(:account) }
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let(:inbox) { create(:inbox, account: account) }
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let(:conversation) { create(:conversation, account: account, inbox: inbox) }
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# Create a concrete test service class since BaseTaskService is abstract
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let(:test_service_class) do
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Class.new(described_class) do
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def perform
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{ message: 'Test response' }
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end
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def event_name
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'test_event'
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end
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end
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end
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let(:service) { test_service_class.new(account: account, conversation_display_id: conversation.display_id) }
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before do
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InstallationConfig.where(name: 'CAPTAIN_OPEN_AI_API_KEY').destroy_all
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create(:installation_config, name: 'CAPTAIN_OPEN_AI_API_KEY', value: 'test-key')
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# Stub captain enabled check to allow OSS specs to test base functionality
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# without enterprise module interference
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allow(account).to receive(:feature_enabled?).and_call_original
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allow(account).to receive(:feature_enabled?).with('captain_tasks').and_return(true)
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allow(Integrations::Openai::KeyValidator).to receive(:valid?).and_return(true)
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end
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describe '#perform' do
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it 'returns the expected result' do
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result = service.perform
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expect(result).to eq({ message: 'Test response' })
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end
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end
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describe '#event_name' do
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it 'raises NotImplementedError for base class' do
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base_service = described_class.new(account: account, conversation_display_id: conversation.display_id)
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expect { base_service.send(:event_name) }.to raise_error(NotImplementedError, /must implement #event_name/)
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end
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it 'returns custom event name in subclass' do
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expect(service.send(:event_name)).to eq('test_event')
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end
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end
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describe '#conversation' do
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it 'finds conversation by display_id' do
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expect(service.send(:conversation)).to eq(conversation)
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end
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it 'memoizes the conversation' do
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expect(account.conversations).to receive(:find_by).once.and_return(conversation)
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service.send(:conversation)
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service.send(:conversation)
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end
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end
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describe '#conversation_messages' do
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let(:message1) { create(:message, conversation: conversation, message_type: :incoming, content: 'Hello', created_at: 1.hour.ago) }
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let(:message2) { create(:message, conversation: conversation, message_type: :outgoing, content: 'Hi there', created_at: 30.minutes.ago) }
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let(:message3) { create(:message, conversation: conversation, message_type: :incoming, content: 'How are you?', created_at: 10.minutes.ago) }
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let(:private_message) { create(:message, conversation: conversation, message_type: :incoming, content: 'Private', private: true) }
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before do
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message1
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message2
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message3
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private_message
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end
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it 'returns messages in array format with role and content' do
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messages = service.send(:conversation_messages)
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expect(messages).to be_an(Array)
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expect(messages.length).to eq(3)
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expect(messages[0]).to eq({ role: 'user', content: 'Hello' })
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expect(messages[1]).to eq({ role: 'assistant', content: 'Hi there' })
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expect(messages[2]).to eq({ role: 'user', content: 'How are you?' })
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end
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it 'excludes private messages' do
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messages = service.send(:conversation_messages)
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contents = messages.pluck(:content)
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expect(contents).not_to include('Private')
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end
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it 'respects token limit' do
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# Create messages that collectively exceed token limit
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# Message validation max is 150000, so create multiple large messages
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10.times do |i|
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create(:message, conversation: conversation, message_type: :incoming,
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content: 'a' * 100_000, created_at: i.minutes.ago)
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end
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messages = service.send(:conversation_messages)
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total_length = messages.sum { |m| m[:content].length }
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expect(total_length).to be <= Captain::BaseTaskService::TOKEN_LIMIT
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end
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it 'respects start_from offset for token counting' do
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# With a start_from offset, fewer messages should fit
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start_from = Captain::BaseTaskService::TOKEN_LIMIT - 100
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messages = service.send(:conversation_messages, start_from: start_from)
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total_length = messages.sum { |m| m[:content].length }
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expect(total_length).to be <= 100
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end
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end
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describe '#make_api_call' do
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let(:model) { 'gpt-4' }
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let(:messages) { [{ role: 'system', content: 'Test' }, { role: 'user', content: 'Hello' }] }
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let(:mock_chat) { instance_double(RubyLLM::Chat) }
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let(:mock_context) { instance_double(RubyLLM::Context, chat: mock_chat) }
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let(:mock_response) { instance_double(RubyLLM::Message, content: 'Response', input_tokens: 10, output_tokens: 20) }
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before do
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allow(Llm::Config).to receive(:with_api_key).and_yield(mock_context)
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allow(mock_chat).to receive(:with_instructions)
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allow(mock_chat).to receive(:ask).and_return(mock_response)
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end
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context 'when captain_tasks is disabled' do
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before do
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allow(account).to receive(:feature_enabled?).with('captain_tasks').and_return(false)
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end
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it 'returns disabled error' do
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result = service.send(:make_api_call, model: model, messages: messages)
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expect(result[:error]).to eq(I18n.t('captain.disabled'))
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expect(result[:error_code]).to eq(403)
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end
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it 'does not make API call' do
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expect(Llm::Config).not_to receive(:with_api_key)
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service.send(:make_api_call, model: model, messages: messages)
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end
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end
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context 'when API key is not configured' do
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before do
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InstallationConfig.find_by(name: 'CAPTAIN_OPEN_AI_API_KEY')&.destroy
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# Clear memoized api_key
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service.instance_variable_set(:@api_key, nil)
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end
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it 'returns api key missing error' do
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result = service.send(:make_api_call, model: model, messages: messages)
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expect(result[:error]).to eq(I18n.t('captain.api_key_missing'))
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expect(result[:error_code]).to eq(401)
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end
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it 'does not make API call' do
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expect(Llm::Config).not_to receive(:with_api_key)
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service.send(:make_api_call, model: model, messages: messages)
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end
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end
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it 'instruments the LLM call' do
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expect(service).to receive(:instrument_llm_call).and_call_original
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service.send(:make_api_call, model: model, messages: messages)
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end
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it 'uses the resolved feature model for the request and instrumentation' do
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account.update!(captain_models: { 'editor' => 'gpt-4.1' })
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expect(mock_context).to receive(:chat).with(model: 'gpt-4.1').and_return(mock_chat)
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expect(service).to receive(:instrument_llm_call).with(
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hash_including(model: 'gpt-4.1', feature_name: 'test_event')
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).and_call_original
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service.send(:make_api_call, feature: 'editor', messages: messages)
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end
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it 'uses the supplied model as a feature fallback when there is no account override' do
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expect(mock_context).to receive(:chat).with(model: 'gpt-5.2').and_return(mock_chat)
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service.send(:make_api_call, feature: 'document_faq_generation', model: 'gpt-5.2', messages: messages)
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end
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it 'uses the help center article generation feature default' do
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expect(mock_context).to receive(:chat).with(model: 'gpt-5.2').and_return(mock_chat)
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service.send(:make_api_call, feature: 'help_center_article_generation', messages: messages)
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end
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it 'prefers account overrides over supplied feature fallback models' do
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account.update!(captain_models: { 'help_center_article_generation' => 'gpt-4.1' })
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expect(mock_context).to receive(:chat).with(model: 'gpt-4.1').and_return(mock_chat)
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service.send(:make_api_call, feature: 'help_center_article_generation', model: 'gpt-5.2', messages: messages)
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end
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it 'returns formatted response with tokens' do
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result = service.send(:make_api_call, model: model, messages: messages)
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expect(result[:message]).to eq('Response')
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expect(result[:usage]['prompt_tokens']).to eq(10)
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expect(result[:usage]['completion_tokens']).to eq(20)
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expect(result[:usage]['total_tokens']).to eq(30)
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end
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end
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describe 'chat setup' do
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let(:model) { 'gpt-4' }
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let(:mock_chat) { instance_double(RubyLLM::Chat) }
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let(:mock_context) { instance_double(RubyLLM::Context, chat: mock_chat) }
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let(:mock_response) { instance_double(RubyLLM::Message, content: 'Response', input_tokens: 10, output_tokens: 20) }
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before do
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allow(Llm::Config).to receive(:with_api_key).and_yield(mock_context)
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allow(mock_response).to receive(:input_tokens).and_return(10)
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allow(mock_response).to receive(:output_tokens).and_return(20)
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end
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context 'with system instructions' do
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let(:messages) { [{ role: 'system', content: 'You are helpful' }, { role: 'user', content: 'Hello' }] }
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it 'applies system instructions to chat' do
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expect(mock_chat).to receive(:with_instructions).with('You are helpful')
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expect(mock_chat).to receive(:ask).with('Hello').and_return(mock_response)
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service.send(:make_api_call, model: model, messages: messages)
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end
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end
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context 'with conversation history' do
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let(:messages) do
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[
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{ role: 'system', content: 'You are helpful' },
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{ role: 'user', content: 'First message' },
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{ role: 'assistant', content: 'First response' },
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{ role: 'user', content: 'Second message' }
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]
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end
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it 'adds conversation history before asking' do
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expect(mock_chat).to receive(:with_instructions).with('You are helpful')
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expect(mock_chat).to receive(:add_message).with(role: :user, content: 'First message').ordered
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expect(mock_chat).to receive(:add_message).with(role: :assistant, content: 'First response').ordered
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expect(mock_chat).to receive(:ask).with('Second message').and_return(mock_response)
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service.send(:make_api_call, model: model, messages: messages)
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end
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end
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context 'with single message' do
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let(:messages) { [{ role: 'system', content: 'You are helpful' }, { role: 'user', content: 'Hello' }] }
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it 'does not add conversation history' do
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expect(mock_chat).to receive(:with_instructions).with('You are helpful')
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expect(mock_chat).not_to receive(:add_message)
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expect(mock_chat).to receive(:ask).with('Hello').and_return(mock_response)
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service.send(:make_api_call, model: model, messages: messages)
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end
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end
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end
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describe 'error handling' do
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let(:model) { 'gpt-4' }
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let(:messages) { [{ role: 'user', content: 'Hello' }] }
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let(:error) { StandardError.new('API Error') }
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let(:exception_tracker) { instance_double(ChatwootExceptionTracker) }
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before do
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allow(Llm::Config).to receive(:with_api_key).and_raise(error)
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allow(ChatwootExceptionTracker).to receive(:new).with(error, account: account).and_return(exception_tracker)
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allow(exception_tracker).to receive(:capture_exception)
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end
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it 'tracks exceptions' do
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expect(ChatwootExceptionTracker).to receive(:new).with(error, account: account).and_return(exception_tracker)
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expect(exception_tracker).to receive(:capture_exception)
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service.send(:make_api_call, model: model, messages: messages)
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end
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it 'returns error response' do
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expect(exception_tracker).to receive(:capture_exception)
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result = service.send(:make_api_call, model: model, messages: messages)
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expect(result[:error]).to eq('API Error')
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expect(result[:request_messages]).to eq(messages)
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end
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it 'tracks exceptions against the system key when an account hook exists' do
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create(:integrations_hook, :openai, account: account, settings: { 'api_key' => 'hook-key' })
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expect(Llm::Config).to receive(:with_api_key).with('test-key', api_base: anything).and_raise(error)
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expect(ChatwootExceptionTracker).to receive(:new).with(error, account: account).and_return(exception_tracker)
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expect(exception_tracker).to receive(:capture_exception)
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result = service.send(:make_api_call, model: model, messages: messages)
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expect(result[:error]).to eq('API Error')
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expect(result[:request_messages]).to eq(messages)
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end
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end
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describe '#api_key' do
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context 'when openai hook is configured' do
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let(:hook) { create(:integrations_hook, account: account, app_id: 'openai', status: 'enabled', settings: { 'api_key' => 'hook-key' }) }
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before { hook }
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it 'uses system api key by default' do
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expect(service.send(:api_key)).to eq('test-key')
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end
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end
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context 'when subclass opts into account OpenAI hook usage' do
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let(:test_service_class) do
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Class.new(described_class) do
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def event_name
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'test_event'
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end
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def use_account_openai_hook?
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true
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end
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end
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end
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before do
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create(:integrations_hook, account: account, app_id: 'openai', status: 'enabled', settings: { 'api_key' => 'hook-key' })
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end
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it 'uses api key from hook' do
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expect(service.send(:api_key)).to eq('hook-key')
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end
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end
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it 'uses account OpenAI hook for editor task services' do
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create(:integrations_hook, account: account, app_id: 'openai', status: 'enabled', settings: { 'api_key' => 'hook-key' })
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user = create(:user, account: account)
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follow_up_context = {
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'event_name' => 'professional',
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'original_context' => 'Original text',
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'last_response' => 'Last response'
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}
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editor_services = [
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Captain::RewriteService.new(account: account, content: 'Text', operation: 'improve', conversation_display_id: conversation.display_id),
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Captain::SummaryService.new(account: account, conversation_display_id: conversation.display_id),
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Captain::ReplySuggestionService.new(account: account, conversation_display_id: conversation.display_id, user: user),
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Captain::LabelSuggestionService.new(account: account, conversation_display_id: conversation.display_id),
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Captain::FollowUpService.new(
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account: account,
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follow_up_context: follow_up_context,
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user_message: 'Make it shorter',
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conversation_display_id: conversation.display_id
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)
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]
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editor_services.each do |editor_service|
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expect(editor_service.send(:api_key)).to eq('hook-key')
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end
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end
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context 'when openai hook is not configured' do
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it 'uses system api key' do
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expect(service.send(:api_key)).to eq('test-key')
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end
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end
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context 'when no API key is configured' do
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before do
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InstallationConfig.find_by(name: 'CAPTAIN_OPEN_AI_API_KEY')&.destroy
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end
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it 'returns nil' do
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expect(service.send(:api_key)).to be_nil
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end
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end
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end
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describe '#prompt_from_file' do
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it 'reads prompt from file' do
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allow(Rails.root).to receive(:join).and_return(instance_double(Pathname, read: 'Test prompt content'))
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expect(service.send(:prompt_from_file, 'test')).to eq('Test prompt content')
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end
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end
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describe '#extract_original_context' do
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it 'returns the most recent user message' do
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messages = [
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{ role: 'user', content: 'First question' },
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{ role: 'assistant', content: 'First response' },
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{ role: 'user', content: 'Follow-up question' }
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]
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result = service.send(:extract_original_context, messages)
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expect(result).to eq('Follow-up question')
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end
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it 'returns nil when no user messages exist' do
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messages = [
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{ role: 'system', content: 'System prompt' },
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{ role: 'assistant', content: 'Response' }
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]
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result = service.send(:extract_original_context, messages)
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expect(result).to be_nil
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end
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it 'returns the only user message when there is just one' do
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messages = [
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{ role: 'system', content: 'System prompt' },
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{ role: 'user', content: 'Single question' }
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]
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result = service.send(:extract_original_context, messages)
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expect(result).to eq('Single question')
|
|
end
|
|
end
|
|
end
|