Restructure omni services and add Chatwoot research snapshot

research/chatwoot/enterprise/app/services/captain/tools/copilot/get_article_service.rb

@@ -0,0 +1,18 @@
+class Captain::Tools::Copilot::GetArticleService < Captain::Tools::BaseTool
+  def self.name
+    'get_article'
+  end
+  description 'Get details of an article including its content and metadata'
+  param :article_id, type: :number, desc: 'The ID of the article to retrieve', required: true
+
+  def execute(article_id:)
+    article = Article.find_by(id: article_id, account_id: @assistant.account_id)
+    return 'Article not found' if article.nil?
+
+    article.to_llm_text
+  end
+
+  def active?
+    user_has_permission('knowledge_base_manage')
+  end
+end

research/chatwoot/enterprise/app/services/captain/tools/copilot/get_contact_service.rb

@@ -0,0 +1,18 @@
+class Captain::Tools::Copilot::GetContactService < Captain::Tools::BaseTool
+  def self.name
+    'get_contact'
+  end
+  description 'Get details of a contact including their profile information'
+  param :contact_id, type: :number, desc: 'The ID of the contact to retrieve', required: true
+
+  def execute(contact_id:)
+    contact = Contact.find_by(id: contact_id, account_id: @assistant.account_id)
+    return 'Contact not found' if contact.nil?
+
+    contact.to_llm_text
+  end
+
+  def active?
+    user_has_permission('contact_manage')
+  end
+end

research/chatwoot/enterprise/app/services/captain/tools/copilot/get_conversation_service.rb

@@ -0,0 +1,21 @@
+class Captain::Tools::Copilot::GetConversationService < Captain::Tools::BaseTool
+  def self.name
+    'get_conversation'
+  end
+  description 'Get details of a conversation including messages and contact information'
+
+  param :conversation_id, type: :integer, desc: 'ID of the conversation to retrieve', required: true
+
+  def execute(conversation_id:)
+    conversation = Conversation.find_by(display_id: conversation_id, account_id: @assistant.account_id)
+    return 'Conversation not found' if conversation.blank?
+
+    conversation.to_llm_text(include_private_messages: true)
+  end
+
+  def active?
+    user_has_permission('conversation_manage') ||
+      user_has_permission('conversation_unassigned_manage') ||
+      user_has_permission('conversation_participating_manage')
+  end
+end

research/chatwoot/enterprise/app/services/captain/tools/copilot/search_articles_service.rb

@@ -0,0 +1,35 @@
+class Captain::Tools::Copilot::SearchArticlesService < Captain::Tools::BaseTool
+  def self.name
+    'search_articles'
+  end
+  description 'Search articles based on parameters'
+  param :query, desc: 'Search articles by title or content (partial match)', required: false
+  param :category_id, type: :number, desc: 'Filter articles by category ID', required: false
+  param :status, type: :string, desc: 'Filter articles by status - MUST BE ONE OF: draft, published, archived', required: false
+
+  def execute(query: nil, category_id: nil, status: nil)
+    articles = fetch_articles(query: query, category_id: category_id, status: status)
+    return 'No articles found' unless articles.exists?
+
+    total_count = articles.count
+    articles = articles.limit(100)
+    <<~RESPONSE
+      #{total_count > 100 ? "Found #{total_count} articles (showing first 100)" : "Total number of articles: #{total_count}"}
+      #{articles.map(&:to_llm_text).join("\n---\n")}
+    RESPONSE
+  end
+
+  def active?
+    user_has_permission('knowledge_base_manage')
+  end
+
+  private
+
+  def fetch_articles(query:, category_id:, status:)
+    articles = Article.where(account_id: @assistant.account_id)
+    articles = articles.where('title ILIKE :query OR content ILIKE :query', query: "%#{query}%") if query.present?
+    articles = articles.where(category_id: category_id) if category_id.present?
+    articles = articles.where(status: status) if status.present?
+    articles
+  end
+end

research/chatwoot/enterprise/app/services/captain/tools/copilot/search_contacts_service.rb

@@ -0,0 +1,29 @@
+class Captain::Tools::Copilot::SearchContactsService < Captain::Tools::BaseTool
+  def self.name
+    'search_contacts'
+  end
+
+  description 'Search contacts based on query parameters'
+  param :email, type: :string, desc: 'Filter contacts by email'
+  param :phone_number, type: :string, desc: 'Filter contacts by phone number'
+  param :name, type: :string, desc: 'Filter contacts by name (partial match)'
+
+  def execute(email: nil, phone_number: nil, name: nil)
+    contacts = Contact.where(account_id: @assistant.account_id)
+    contacts = contacts.where(email: email) if email.present?
+    contacts = contacts.where(phone_number: phone_number) if phone_number.present?
+    contacts = contacts.where('LOWER(name) ILIKE ?', "%#{name.downcase}%") if name.present?
+
+    return 'No contacts found' unless contacts.exists?
+
+    contacts = contacts.limit(100)
+
+    <<~RESPONSE
+      #{contacts.map(&:to_llm_text).join("\n---\n")}
+    RESPONSE
+  end
+
+  def active?
+    user_has_permission('contact_manage')
+  end
+end

research/chatwoot/enterprise/app/services/captain/tools/copilot/search_conversations_service.rb

@@ -0,0 +1,58 @@
+class Captain::Tools::Copilot::SearchConversationsService < Captain::Tools::BaseTool
+  def self.name
+    'search_conversation'
+  end
+  description 'Search conversations based on parameters'
+
+  param :status, type: :string, desc: 'Status of the conversation (open, resolved, pending, snoozed). Leave empty to search all statuses.'
+  param :contact_id, type: :number, desc: 'Contact id'
+  param :priority, type: :string, desc: 'Priority of conversation (low, medium, high, urgent). Leave empty to search all priorities.'
+  param :labels, type: :string, desc: 'Labels available'
+
+  def execute(status: nil, contact_id: nil, priority: nil, labels: nil)
+    conversations = get_conversations(status, contact_id, priority, labels)
+
+    return 'No conversations found' unless conversations.exists?
+
+    total_count = conversations.count
+    conversations = conversations.limit(100)
+
+    <<~RESPONSE
+      #{total_count > 100 ? "Found #{total_count} conversations (showing first 100)" : "Total number of conversations: #{total_count}"}
+      #{conversations.map { |conversation| conversation.to_llm_text(include_contact_details: true, include_private_messages: true) }.join("\n---\n")}
+    RESPONSE
+  end
+
+  def active?
+    user_has_permission('conversation_manage') ||
+      user_has_permission('conversation_unassigned_manage') ||
+      user_has_permission('conversation_participating_manage')
+  end
+
+  private
+
+  def get_conversations(status, contact_id, priority, labels)
+    conversations = permissible_conversations
+    conversations = conversations.where(contact_id: contact_id) if contact_id.present?
+    conversations = conversations.where(status: status) if valid_status?(status)
+    conversations = conversations.where(priority: priority) if valid_priority?(priority)
+    conversations = conversations.tagged_with(labels, any: true) if labels.present?
+    conversations
+  end
+
+  def valid_status?(status)
+    status.present? && Conversation.statuses.key?(status)
+  end
+
+  def valid_priority?(priority)
+    priority.present? && Conversation.priorities.key?(priority)
+  end
+
+  def permissible_conversations
+    Conversations::PermissionFilterService.new(
+      @assistant.account.conversations,
+      @user,
+      @assistant.account
+    ).perform
+  end
+end

research/chatwoot/enterprise/app/services/captain/tools/copilot/search_linear_issues_service.rb

@@ -0,0 +1,57 @@
+class Captain::Tools::Copilot::SearchLinearIssuesService < Captain::Tools::BaseTool
+  def self.name
+    'search_linear_issues'
+  end
+
+  description 'Search Linear issues based on a search term'
+  param :term, type: :string, desc: 'The search term to find Linear issues', required: true
+
+  def execute(term:)
+    return 'Linear integration is not enabled' unless active?
+
+    linear_service = Integrations::Linear::ProcessorService.new(account: @assistant.account)
+    result = linear_service.search_issue(term)
+
+    return result[:error] if result[:error]
+
+    issues = result[:data]
+    return 'No issues found, I should try another similar search term' if issues.blank?
+
+    total_count = issues.length
+
+    <<~RESPONSE
+      Total number of issues: #{total_count}
+      #{issues.map { |issue| format_issue(issue) }.join("\n---\n")}
+    RESPONSE
+  end
+
+  def active?
+    @user.present? && @assistant.account.hooks.exists?(app_id: 'linear')
+  end
+
+  private
+
+  def format_issue(issue)
+    <<~ISSUE
+      Title: #{issue['title']}
+      ID: #{issue['id']}
+      State: #{issue['state']['name']}
+      Priority: #{format_priority(issue['priority'])}
+      #{issue['assignee'] ? "Assignee: #{issue['assignee']['name']}" : 'Assignee: Unassigned'}
+      #{issue['description'].present? ? "\nDescription: #{issue['description']}" : ''}
+    ISSUE
+  end
+
+  def format_priority(priority)
+    return 'No priority' if priority.nil?
+
+    case priority
+    when 0 then 'No priority'
+    when 1 then 'Urgent'
+    when 2 then 'High'
+    when 3 then 'Medium'
+    when 4 then 'Low'
+    else 'Unknown'
+    end
+  end
+end