Class: Insika::Tools::ScheduleFollowup

Inherits:
RubyLLM::Tool
  • Object
show all
Defined in:
lib/insika/tools/schedule_followup.rb

Overview

schedule — the agent books a follow-up with a customer at a future time. The tool ONLY validates shape + the dedup rule (D6/D7): everything that can block (contact state, frequency, quiet hours, a malformed policy) is decided at FIRE time by the policy in force then — the schedule is a promise made in-conversation. The consent record IS the tool call itself: the customer agreeing in-conversation writes :granted.

System builtin (like remember): require "ruby_llm" stays in THIS file, loaded lazily by the Executor in create_chat. Never enveloped.

Instance Method Summary collapse

Constructor Details

#initialize(contact_store:, followup_store:, state:, event_stream: nil) ⇒ ScheduleFollowup

Returns a new instance of ScheduleFollowup.



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# File 'lib/insika/tools/schedule_followup.rb', line 29

def initialize(contact_store:, followup_store:, state:, event_stream: nil, **)
  @contact_store = contact_store
  @followup_store = followup_store
  @state = state
  @event_stream = event_stream
  super()
end

Instance Method Details

#execute(at:, reason:) ⇒ Object 



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# File 'lib/insika/tools/schedule_followup.rb', line 37

def execute(at:, reason:)
  followup = @state.profile.followup
  # D9: a malformed policy is a tool error naming the rule (the
  # ValidationError rescue below).
  Insika::FollowupPolicy.parse!(followup)

  resolved = resolve_at(at)
  return { error: resolved } if resolved.is_a?(String)

  reason = reason.to_s.strip
  return { error: "reason is required (1..200 chars)" } if reason.empty? || reason.length > 200

  at_time = resolved
  return { error: "the follow-up must be at least 5 minutes in the future" } if at_time < Time.now.utc + 300

  tenant = @state.respond_to?(:tenant) ? @state.tenant : nil
  # D7: the tool call IS the consent — recorded WITHOUT un-silencing a
  # silent customer (only a customer message reopens, D2). A revoked
  # customer raises (the error names the opt-out).
  @contact_store.consent(tenant: tenant, customer: customer)
  record = @followup_store.create(
    tenant: tenant, agent: @state.profile.id, customer: customer,
    session_id: @state.task&.session_id, at: at_time, reason: reason,
    arm: arm(followup), transport: transport
  )
  emit(record.id, record.at)
  { scheduled: record.id, at: record.at, reason: record.reason }
rescue Insika::ValidationError => e
  { error: e.message }
end

#name ⇒ Object 



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# File 'lib/insika/tools/schedule_followup.rb', line 27

def name = "schedule"