feat: add response guidelines and guardrails field (#11911)

Co-authored-by: Muhsin Keloth <muhsinkeramam@gmail.com>

db/migrate/20250714104358_add_response_guidelines_and_guardrails_to_captain_assistants.rb

@@ -0,0 +1,6 @@
+class AddResponseGuidelinesAndGuardrailsToCaptainAssistants < ActiveRecord::Migration[7.1]
+  def change
+    add_column :captain_assistants, :response_guidelines, :jsonb, default: []
+    add_column :captain_assistants, :guardrails, :jsonb, default: []
+  end
+end

db/schema.rb

@@ -10,7 +10,7 @@
 #
 # It's strongly recommended that you check this file into your version control system.
 
-ActiveRecord::Schema[7.1].define(version: 2025_07_10_145708) do
+ActiveRecord::Schema[7.1].define(version: 2025_07_14_104358) do
   # These extensions should be enabled to support this database
   enable_extension "pg_stat_statements"
   enable_extension "pg_trgm"
@@ -277,6 +277,8 @@ ActiveRecord::Schema[7.1].define(version: 2025_07_10_145708) do
     t.datetime "created_at", null: false
     t.datetime "updated_at", null: false
     t.jsonb "config", default: {}, null: false
+    t.jsonb "response_guidelines", default: []
+    t.jsonb "guardrails", default: []
     t.index ["account_id"], name: "index_captain_assistants_on_account_id"
   end
 

enterprise/app/controllers/api/v1/accounts/captain/assistants_controller.rb

@@ -43,12 +43,18 @@ class Api::V1::Accounts::Captain::AssistantsController < Api::V1::Accounts::Base
   end
 
   def assistant_params
-    params.require(:assistant).permit(:name, :description,
+    permitted = params.require(:assistant).permit(:name, :description,
                                                   config: [
                                                     :product_name, :feature_faq, :feature_memory,
                                                     :welcome_message, :handoff_message, :resolution_message,
                                                     :instructions, :temperature
                                                   ])
+
+    # Handle array parameters separately to allow partial updates
+    permitted[:response_guidelines] = params[:assistant][:response_guidelines] if params[:assistant][:response_guidelines].present?
+    permitted[:guardrails] = params[:assistant][:guardrails] if params[:assistant][:guardrails].present?
+
+    permitted
   end
 
   def playground_params

enterprise/app/models/captain/assistant.rb

@@ -5,7 +5,9 @@
 #  id                  :bigint           not null, primary key
 #  config              :jsonb            not null
 #  description         :string
+#  guardrails          :jsonb
 #  name                :string           not null
+#  response_guidelines :jsonb
 #  created_at          :datetime         not null
 #  updated_at          :datetime         not null
 #  account_id          :bigint           not null

enterprise/app/views/api/v1/models/captain/_assistant.json.jbuilder

@@ -2,6 +2,8 @@ json.account_id resource.account_id
 json.config resource.config
 json.created_at resource.created_at.to_i
 json.description resource.description
+json.guardrails resource.guardrails
 json.id resource.id
 json.name resource.name
+json.response_guidelines resource.response_guidelines
 json.updated_at resource.updated_at.to_i

spec/enterprise/controllers/api/v1/accounts/captain/assistants_controller_spec.rb

@@ -62,7 +62,9 @@ RSpec.describe 'Api::V1::Accounts::Captain::Assistants', type: :request do
       {
         assistant: {
           name: 'New Assistant',
-          description: 'Assistant Description'
+          description: 'Assistant Description',
+          response_guidelines: ['Be helpful', 'Be concise'],
+          guardrails: ['No harmful content', 'Stay on topic']
         }
       }
     end
@@ -96,6 +98,8 @@ RSpec.describe 'Api::V1::Accounts::Captain::Assistants', type: :request do
         end.to change(Captain::Assistant, :count).by(1)
 
         expect(json_response[:name]).to eq('New Assistant')
+        expect(json_response[:response_guidelines]).to eq(['Be helpful', 'Be concise'])
+        expect(json_response[:guardrails]).to eq(['No harmful content', 'Stay on topic'])
         expect(response).to have_http_status(:success)
       end
     end
@@ -106,7 +110,9 @@ RSpec.describe 'Api::V1::Accounts::Captain::Assistants', type: :request do
     let(:update_attributes) do
       {
         assistant: {
-          name: 'Updated Assistant'
+          name: 'Updated Assistant',
+          response_guidelines: ['Updated guideline'],
+          guardrails: ['Updated guardrail']
         }
       }
     end
@@ -139,6 +145,38 @@ RSpec.describe 'Api::V1::Accounts::Captain::Assistants', type: :request do
 
         expect(response).to have_http_status(:success)
         expect(json_response[:name]).to eq('Updated Assistant')
+        expect(json_response[:response_guidelines]).to eq(['Updated guideline'])
+        expect(json_response[:guardrails]).to eq(['Updated guardrail'])
+      end
+
+      it 'updates only response_guidelines when only that is provided' do
+        assistant.update!(response_guidelines: ['Original guideline'], guardrails: ['Original guardrail'])
+        original_name = assistant.name
+
+        patch "/api/v1/accounts/#{account.id}/captain/assistants/#{assistant.id}",
+              params: { assistant: { response_guidelines: ['New guideline only'] } },
+              headers: admin.create_new_auth_token,
+              as: :json
+
+        expect(response).to have_http_status(:success)
+        expect(json_response[:name]).to eq(original_name)
+        expect(json_response[:response_guidelines]).to eq(['New guideline only'])
+        expect(json_response[:guardrails]).to eq(['Original guardrail'])
+      end
+
+      it 'updates only guardrails when only that is provided' do
+        assistant.update!(response_guidelines: ['Original guideline'], guardrails: ['Original guardrail'])
+        original_name = assistant.name
+
+        patch "/api/v1/accounts/#{account.id}/captain/assistants/#{assistant.id}",
+              params: { assistant: { guardrails: ['New guardrail only'] } },
+              headers: admin.create_new_auth_token,
+              as: :json
+
+        expect(response).to have_http_status(:success)
+        expect(json_response[:name]).to eq(original_name)
+        expect(json_response[:response_guidelines]).to eq(['Original guideline'])
+        expect(json_response[:guardrails]).to eq(['New guardrail only'])
       end
     end
   end