feat: captain should be able to access private notes (#11768)

# Pull Request Template

## Linear task: 

https://linear.app/chatwoot/issue/CW-4482/captain-should-be-able-to-access-private-notes-only-on-copilot

## Description

Captain should be able to access private notes (only on copilot)

## Type of change

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

## How Has This Been Tested?


![image](https://github.com/user-attachments/assets/b25cf81f-85eb-4adb-a1eb-57e1156b9b9e)


![image](https://github.com/user-attachments/assets/20051b31-cbce-41d9-84d9-13bc71687323)


## Checklist:

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

---------

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>
This commit is contained in:
Tanmay Deep Sharma
2025-06-25 07:30:20 +05:30
committed by GitHub
parent cc8866a84e
commit c42dd8a23e
3 changed files with 33 additions and 4 deletions

View File

@@ -5,7 +5,7 @@ class LlmFormatter::ConversationLlmFormatter < LlmFormatter::DefaultLlmFormatter
sections << "Channel: #{@record.inbox.channel.name}"
sections << 'Message History:'
sections << if @record.messages.any?
build_messages
build_messages(config)
else
'No messages in this conversation'
end
@@ -23,11 +23,16 @@ class LlmFormatter::ConversationLlmFormatter < LlmFormatter::DefaultLlmFormatter
private
def build_messages
def build_messages(config = {})
return "No messages in this conversation\n" if @record.messages.empty?
message_text = ''
@record.messages.chat.order(created_at: :asc).each do |message|
messages = @record.messages.where.not(message_type: :activity).order(created_at: :asc)
messages.each do |message|
# Skip private messages unless explicitly included in config
next if message.private? && !config[:include_private_messages]
message_text << format_message(message)
end
message_text
@@ -35,6 +40,7 @@ class LlmFormatter::ConversationLlmFormatter < LlmFormatter::DefaultLlmFormatter
def format_message(message)
sender = message.message_type == 'incoming' ? 'User' : 'Support agent'
sender = "[Private Note] #{sender}" if message.private?
"#{sender}: #{message.content}\n"
end

View File

@@ -30,7 +30,7 @@ class Captain::Tools::Copilot::GetConversationService < Captain::Tools::BaseServ
conversation = Conversation.find_by(display_id: conversation_id, account_id: @assistant.account_id)
return 'Conversation not found' if conversation.blank?
conversation.to_llm_text
conversation.to_llm_text(include_private_messages: true)
end
def active?

View File

@@ -128,6 +128,29 @@ RSpec.describe Captain::Tools::Copilot::GetConversationService do
expect(result).to eq(conversation.to_llm_text)
end
it 'includes private messages in the llm text format' do
# Create a regular message
create(:message,
conversation: conversation,
message_type: 'outgoing',
content: 'Regular message',
private: false)
# Create a private message
create(:message,
conversation: conversation,
message_type: 'outgoing',
content: 'Private note content',
private: true)
result = service.execute({ 'conversation_id' => conversation.display_id })
# Verify that the result includes both regular and private messages
expect(result).to include('Regular message')
expect(result).to include('Private note content')
expect(result).to include('[Private Note]')
end
context 'when conversation belongs to different account' do
let(:other_account) { create(:account) }
let(:other_inbox) { create(:inbox, account: other_account) }