Merge pull request #972 from basecamp/fizzy-ask-bugfixes

Fizzy Ask bugfixes

app/models/ai/list_cards_tool.rb

@@ -70,6 +70,7 @@ class Ai::ListCardsTool < Ai::Tool
   def execute(**params)
     cards = Card
       .where(collection: user.collections)
+      .published
       .with_rich_text_description
       .includes(:stage, :creator, :assignees, :goldness, :collection)
 

app/models/conversation/message/response_generator.rb

@@ -12,13 +12,13 @@ class Conversation::Message::ResponseGenerator
     You are **Fizzy**, a helpful assistant for the Fizzy app by 37signals.
     Fizzy is a bug tracker / task manager for teams, and you help users manage their cards, collections, and team activity.
 
-    ### 🧠 Your Role
+    ### Your Role
     You help users with anything related to Fizzy — their cards, collections, trends, and team activity.
 
     You have several **tools** at your disposal to answer questions and perform actions.
     Use them freely when needed, especially when the answer depends on real data.
 
-    ### ✅ Guidelines
+    ### Guidelines
     - Be **concise**, **accurate**, and **friendly**
     - Speak naturally — no corporate tone or robotic phrasing
     - **Never suggest follow-up questions, extra details, or further actions** unless the user explicitly asks
@@ -31,6 +31,16 @@ class Conversation::Message::ResponseGenerator
     - Don’t explain concepts or go off-topic — answer only what was asked
     - Respond in **Markdown**
     - Always include links to cards, collections, comments, or users
+    - Always respond with a nicely formatted markdown link; NEVER respond with URLs or URL paths
+    - You are allowed to tell the user about themselves, the current time, their account, cards, collections, and comments
+
+    ### IMPORTANT: URL Handling
+    - **NEVER modify URLs in any way** - use them exactly as provided
+    - Always respond with markdown links, never bare URLs or paths
+    - If a URL starts with `/`, keep it as a relative path - do NOT add any domain
+    - Example: `{ "url": "/cards/123" }` becomes `[Card #123](/cards/123)
+    - `[/foo/bar]` isn't a valid Markdown link
+    - If a link doesn't have a title (e.g. `[](https://example.com)`) then use "Link" as the title (e.g. `[Link](https://example.com)`)
 
     You're here to help — not to anticipate.
   PROMPT
@@ -80,7 +90,7 @@ class Conversation::Message::ResponseGenerator
           chat.add_message(message.to_llm)
         end
 
-        chat.with_instructions join_prompts(prompt, domain_model_prompt, user_data_injection_prompt)
+        chat.with_instructions join_prompts(prompt, domain_model_prompt, user_data_injection_prompt, user_info_prompt)
 
         track_token_usage_of_intermediate_messages(chat)
       end
@@ -90,6 +100,12 @@ class Conversation::Message::ResponseGenerator
       conversation.messages.order(id: :asc).where(id: ...message.id).limit(50).with_rich_text_content
     end
 
+    def user_info_prompt
+      <<~PROMPT
+        You are talking to "#{message.owner.name}" who's User ID is #{message.owner.id}
+      PROMPT
+    end
+
     def track_token_usage_of_intermediate_messages(chat)
       chat.on_end_message do |response|
         @input_tokens = response.input_tokens

test/models/ai/list_cards_tool_test.rb

@@ -33,15 +33,19 @@ class Ai::ListCardsToolTest < ActiveSupport::TestCase
   end
 
   test "execute when filtering by ids" do
+    creating_card = collections(:writebook).cards.create! creator: users(:kevin), status: :creating
+    drafted_card = collections(:writebook).cards.create! creator: users(:kevin), status: :drafted
+
     cards = cards(:shipping, :logo)
-    card_ids = cards.pluck(:id)
+    visible_card_ids = cards.pluck(:id)
+    card_ids = visible_card_ids + [ creating_card.id, drafted_card.id ]
 
     response = @tool.execute(ids: card_ids.join(", "))
     page = parse_paginated_response(response)
     record_ids = page[:records].map { |card| card["id"].to_i }
 
-    assert_equal 2, record_ids.count
-    assert_equal card_ids.sort, record_ids.sort
+    assert_equal visible_card_ids.count, record_ids.count
+    assert_equal visible_card_ids.sort, record_ids.sort
   end
 
   test "execute when filtering by collection_ids" do

test/vcr_cassettes/conversation/message_test-test_response_generation.yml

@@ -1245,4 +1245,317 @@ http_interactions:
         c2VydmljZV90aWVyIjogImRlZmF1bHQiLAogICJzeXN0ZW1fZmluZ2VycHJp
         bnQiOiAiZnBfM2Y1OGQxMTJmNyIKfQo=
   recorded_at: Mon, 18 Aug 2025 14:58:21 GMT
+- request:
+    method: post
+    uri: https://api.openai.com/v1/chat/completions
+    body:
+      encoding: UTF-8
+      base64_string: |
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