From c42dd8a23e949e746b666852f712350e2d0d5cd1 Mon Sep 17 00:00:00 2001
From: Tanmay Deep Sharma <32020192+tds-1@users.noreply.github.com>
Date: Wed, 25 Jun 2025 07:30:20 +0530
Subject: [PATCH] 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>
---
 .../conversation_llm_formatter.rb             | 12 +++++++---
 .../tools/copilot/get_conversation_service.rb |  2 +-
 .../copilot/get_conversation_service_spec.rb  | 23 +++++++++++++++++++
 3 files changed, 33 insertions(+), 4 deletions(-)

diff --git a/app/services/llm_formatter/conversation_llm_formatter.rb b/app/services/llm_formatter/conversation_llm_formatter.rb
index a43471e5b..8654e0adf 100644
--- a/app/services/llm_formatter/conversation_llm_formatter.rb
+++ b/app/services/llm_formatter/conversation_llm_formatter.rb
@@ -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
 
diff --git a/enterprise/app/services/captain/tools/copilot/get_conversation_service.rb b/enterprise/app/services/captain/tools/copilot/get_conversation_service.rb
index 64b52d012..6f942ee8e 100644
--- a/enterprise/app/services/captain/tools/copilot/get_conversation_service.rb
+++ b/enterprise/app/services/captain/tools/copilot/get_conversation_service.rb
@@ -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?
diff --git a/spec/enterprise/services/captain/tools/copilot/get_conversation_service_spec.rb b/spec/enterprise/services/captain/tools/copilot/get_conversation_service_spec.rb
index 4d7f1adc7..b8265bbbf 100644
--- a/spec/enterprise/services/captain/tools/copilot/get_conversation_service_spec.rb
+++ b/spec/enterprise/services/captain/tools/copilot/get_conversation_service_spec.rb
@@ -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) }