# Pull Request Template ## Description Captain v1 does not have access to contact attributes. Added a toggle to let user choose if they want contact information available to Captain. ## Type of change - [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 <img width="1924" height="740" alt="CleanShot 2026-03-19 at 18 48 19@2x" src="https://github.com/user-attachments/assets/353cfeaa-cd58-40eb-89e7-d660a1dc1185" /> ![Uploading CleanShot 2026-03-19 at 18.53.26@2x.png…]() ## 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
122 lines
3.1 KiB
Ruby
122 lines
3.1 KiB
Ruby
# == Schema Information
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#
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# Table name: captain_assistants
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#
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# id :bigint not null, primary key
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# config :jsonb not null
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# description :string
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# guardrails :jsonb
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# name :string not null
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# response_guidelines :jsonb
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# created_at :datetime not null
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# updated_at :datetime not null
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# account_id :bigint not null
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#
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# Indexes
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#
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# index_captain_assistants_on_account_id (account_id)
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#
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class Captain::Assistant < ApplicationRecord
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include Avatarable
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include Concerns::CaptainToolsHelpers
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include Concerns::Agentable
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self.table_name = 'captain_assistants'
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belongs_to :account
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has_many :documents, class_name: 'Captain::Document', dependent: :destroy_async
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has_many :responses, class_name: 'Captain::AssistantResponse', dependent: :destroy_async
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has_many :captain_inboxes,
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class_name: 'CaptainInbox',
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foreign_key: :captain_assistant_id,
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dependent: :destroy_async
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has_many :inboxes,
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through: :captain_inboxes
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has_many :messages, as: :sender, dependent: :nullify
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has_many :copilot_threads, dependent: :destroy_async
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has_many :scenarios, class_name: 'Captain::Scenario', dependent: :destroy_async
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store_accessor :config, :temperature, :feature_faq, :feature_memory, :feature_contact_attributes, :product_name
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validates :name, presence: true
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validates :description, presence: true
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validates :account_id, presence: true
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scope :ordered, -> { order(created_at: :desc) }
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scope :for_account, ->(account_id) { where(account_id: account_id) }
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def available_name
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name
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end
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def available_agent_tools
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tools = self.class.built_in_agent_tools.dup
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custom_tools = account.captain_custom_tools.enabled.map(&:to_tool_metadata)
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tools.concat(custom_tools)
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tools
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end
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def available_tool_ids
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available_agent_tools.pluck(:id)
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end
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def push_event_data
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{
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id: id,
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name: name,
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avatar_url: avatar_url.presence || default_avatar_url,
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description: description,
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created_at: created_at,
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type: 'captain_assistant'
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}
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end
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def webhook_data
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{
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id: id,
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name: name,
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avatar_url: avatar_url.presence || default_avatar_url,
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description: description,
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created_at: created_at,
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type: 'captain_assistant'
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}
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end
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private
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def agent_name
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name.parameterize(separator: '_')
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end
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def agent_tools
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[
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self.class.resolve_tool_class('faq_lookup').new(self),
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self.class.resolve_tool_class('handoff').new(self)
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]
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end
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def prompt_context
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{
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name: name,
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description: description,
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product_name: config['product_name'] || 'this product',
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scenarios: scenarios.enabled.map do |scenario|
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{
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title: scenario.title,
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key: scenario.handoff_key,
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description: scenario.description
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}
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end,
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response_guidelines: response_guidelines || [],
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guardrails: guardrails || []
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}
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end
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def default_avatar_url
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"#{ENV.fetch('FRONTEND_URL', nil)}/assets/images/dashboard/captain/logo.svg"
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end
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end
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