CRM WhatsApp Grupo 3 completo + Marco A/B (Asaas) + admin SaaS + refactors polimórficos

Sessão 11+: fechamento do CRM de WhatsApp com dois providers (Evolution/Twilio),
sistema de créditos com Asaas/PIX, polimorfismo de telefones/emails, e integração
admin SaaS no /saas/addons existente.

═══════════════════════════════════════════════════════════════════════════
GRUPO 3 — WORKFLOW / CRM (completo)
═══════════════════════════════════════════════════════════════════════════

3.1 Tags · migration conversation_tags + seed de 5 system tags · composable
useConversationTags.js · popover + pills no drawer e nos cards do Kanban.

3.2 Atribuição de conversa a terapeuta · migration 20260421000012 com PK
(tenant_id, thread_key), UPSERT, RLS que valida assignee como membro ativo
do mesmo tenant · view conversation_threads expandida com assigned_to +
assigned_at · composable useConversationAssignment.js · drawer com Select
filtrável + botão "Assumir" · inbox com filtro aside (Todas/Minhas/Não
atribuídas) e chip do responsável em cada card (destaca "Eu" em azul).

3.3 Notas internas · migration conversation_notes · composable + seção
colapsável no drawer · apenas o criador pode editar/apagar (RLS).

3.5 Converter desconhecido em paciente · botão + dialog quick-cadastro ·
"Vincular existente" com Select filter de até 500 pacientes · cria
telefone WhatsApp (vinculado) via upsertWhatsappForExisting.

3.6 Histórico de conversa no prontuário · nova aba "Conversas" em
PatientProntuario.vue · PatientConversationsTab.vue com stats (total /
recebidas / enviadas / primeira / última), SelectButton de filtro, timeline
com bolhas por direção, mídia inline (imagem/áudio/vídeo/doc via signed
URL), indicadores ✓ ✓✓ de delivery, botão "Abrir no CRM".

═══════════════════════════════════════════════════════════════════════════
MARCO A — UNIFICAÇÃO WHATSAPP (dois providers mutuamente exclusivos)
═══════════════════════════════════════════════════════════════════════════

- Página chooser ConfiguracoesWhatsappChooserPage.vue com 2 cards (Pessoal/
  Oficial), deactivate via edge function deactivate-notification-channel
- send-whatsapp-message refatorada com roteamento por provider; Twilio deduz
  1 crédito antes do envio e refunda em falha
- Paridade Twilio (novo): módulo compartilhado supabase/functions/_shared/
  whatsapp-hooks.ts com lógica provider-agnóstica (opt-in, opt-out, auto-
  reply, schedule helpers em TZ São Paulo, makeTwilioCreditedSendFn que
  envolve envio em dedução atômica + rollback). Consumido por Evolution E
  Twilio inbound. Evolution refatorado (~290 linhas duplicadas removidas).
- Bucket privado whatsapp-media · decrypt via Evolution getBase64From
  MediaMessage · upload com path tenant/yyyy/mm · signed URLs on-demand

═══════════════════════════════════════════════════════════════════════════
MARCO B — SISTEMA DE CRÉDITOS WHATSAPP + ASAAS
═══════════════════════════════════════════════════════════════════════════

Banco:
- Migration 20260421000007_whatsapp_credits (4 tabelas: balance,
  transactions, packages, purchases) + RPCs add_whatsapp_credits e
  deduct_whatsapp_credits (atômicas com SELECT FOR UPDATE)
- Migration 20260421000013_tenant_cpf_cnpj (coluna em tenants com CHECK
  de 11 ou 14 dígitos)

Edge functions:
- create-whatsapp-credit-charge · Asaas v3 (sandbox + prod) · PIX com
  QR code · getOrCreateAsaasCustomer patcha customer existente com CPF
  quando está faltando
- asaas-webhook · recebe PAYMENT_RECEIVED/CONFIRMED e credita balance

Frontend (tenant):
- Página /configuracoes/creditos-whatsapp com saldo + loja + histórico
- Dialog de confirmação com CPF/CNPJ (validação via isValidCPF/CNPJ de
  utils/validators, formatação on-blur, pré-fill de tenants.cpf_cnpj,
  persiste no primeiro uso) · fallback sandbox 24971563792 REMOVIDO
- Composable useWhatsappCredits extrai erros amigáveis via
  error.context.json()

Frontend (SaaS admin):
- Em /saas/addons (reuso do pattern existente, não criou página paralela):
  - Aba 4 "Pacotes WhatsApp" — CRUD whatsapp_credit_packages com DataTable,
    toggle is_active inline, dialog de edição com validação
  - Aba 5 "Topup WhatsApp" — tenant Select com saldo ao vivo · RPC
    add_whatsapp_credits com p_admin_id = auth.uid() (auditoria) · histórico
    das últimas 20 transações topup/adjustment/refund

═══════════════════════════════════════════════════════════════════════════
GRUPO 2 — AUTOMAÇÃO
═══════════════════════════════════════════════════════════════════════════

2.3 Auto-reply · conversation_autoreply_settings + conversation_autoreply_
log · 3 modos de schedule (agenda das regras semanais, business_hours
custom, custom_window) · cooldown por thread · respeita opt-out · agora
funciona em Evolution E Twilio (hooks compartilhados)

2.4 Lembretes de sessão · conversation_session_reminders_settings +
_logs · edge send-session-reminders (cron) · janelas 24h e 2h antes ·
Twilio deduz crédito com rollback em falha

═══════════════════════════════════════════════════════════════════════════
GRUPO 5 — COMPLIANCE (LGPD Art. 18 §2)
═══════════════════════════════════════════════════════════════════════════

5.2 Opt-out · conversation_optouts + conversation_optout_keywords (10 system
seed + custom por tenant) · detecção por regex word-boundary e normalização
(lowercase + strip acentos + pontuação) · ack automático (deduz crédito em
Twilio) · opt-in via "voltar", "retornar", "reativar", "restart" ·
página /configuracoes/conversas-optouts com CRUD de keywords

═══════════════════════════════════════════════════════════════════════════
REFACTOR POLIMÓRFICO — TELEFONES + EMAILS
═══════════════════════════════════════════════════════════════════════════

- contact_types + contact_phones (entity_type + entity_id) — migration
  20260421000008 · contact_email_types + contact_emails — 20260421000011
- Componentes ContactPhonesEditor.vue e ContactEmailsEditor.vue (add/edit/
  remove com confirm, primary selector, WhatsApp linked badge)
- Composables useContactPhones.js + useContactEmails.js com
  unsetOtherPrimaries() e validação
- Trocado em PatientsCadastroPage.vue e MedicosPage.vue (removidos campos
  legados telefone/telefone_alternativo e email_principal/email_alternativo)
- Migration retroativa v2 (20260421000010) detecta conversation_messages
  e cria/atualiza phone como WhatsApp vinculado

═══════════════════════════════════════════════════════════════════════════
POLIMENTO VISUAL + INFRA
═══════════════════════════════════════════════════════════════════════════

- Skeletons simplificados no dashboard do terapeuta
- Animações fade-up com stagger via [--delay:Xms] (fix specificity sobre
  .dash-card box-shadow transition)
- ConfirmDialog com group="conversation-drawer" (evita montagem duplicada)
- Image preview PrimeVue com botão de download injetado via MutationObserver
  (fetch + blob para funcionar cross-origin)
- Áudio/vídeo com preload="metadata" e controles de velocidade do browser
- friendlySendError() mapeia códigos do edge pra mensagens pt-BR via
  error.context.json()
- Teleport #cfg-page-actions para ações globais de Configurações
- Brotli/Gzip + auto-import Vue/PrimeVue + bundle analyzer
- AppLayout consolidado (removidas duplicatas por área) + RouterPassthrough
- Removido console.trace debug que estava em watch de router e queries
  Supabase (degradava perf pra todos)
- Realtime em conversation_messages via publication supabase_realtime
- Notifier global flutuante com beep + toggle mute (4 camadas: badge +
  sino + popup + browser notification)

═══════════════════════════════════════════════════════════════════════════
MIGRATIONS NOVAS (13)
═══════════════════════════════════════════════════════════════════════════

20260420000001_patient_intake_invite_info_rpc
20260420000002_audit_logs_lgpd
20260420000003_audit_logs_unified_view
20260420000004_lgpd_export_patient_rpc
20260420000005_conversation_messages
20260420000005_search_global_rpc
20260420000006_conv_messages_notifications
20260420000007_notif_channels_saas_admin_insert
20260420000008_conv_messages_realtime
20260420000009_conv_messages_delivery_status
20260421000001_whatsapp_media_bucket
20260421000002_conversation_notes
20260421000003_conversation_tags
20260421000004_conversation_autoreply
20260421000005_conversation_optouts
20260421000006_session_reminders
20260421000007_whatsapp_credits
20260421000008_contact_phones
20260421000009_retroactive_whatsapp_link
20260421000010_retroactive_whatsapp_link_v2
20260421000011_contact_emails
20260421000012_conversation_assignments
20260421000013_tenant_cpf_cnpj

═══════════════════════════════════════════════════════════════════════════
EDGE FUNCTIONS NOVAS / MODIFICADAS
═══════════════════════════════════════════════════════════════════════════

Novas:
- _shared/whatsapp-hooks.ts (módulo compartilhado)
- asaas-webhook
- create-whatsapp-credit-charge
- deactivate-notification-channel
- evolution-webhook-provision
- evolution-whatsapp-inbound
- get-intake-invite-info
- notification-webhook
- send-session-reminders
- send-whatsapp-message
- submit-patient-intake
- twilio-whatsapp-inbound

═══════════════════════════════════════════════════════════════════════════
FRONTEND — RESUMO
═══════════════════════════════════════════════════════════════════════════

Composables novos: useAddonExtrato, useAuditoria, useAutoReplySettings,
useClinicKPIs, useContactEmails, useContactPhones, useConversationAssignment,
useConversationNotes, useConversationOptouts, useConversationTags,
useConversations, useLgpdExport, useSessionReminders, useWhatsappCredits

Stores: conversationDrawerStore

Componentes novos: ConversationDrawer, GlobalInboundNotifier, GlobalSearch,
ContactEmailsEditor, ContactPhonesEditor

Páginas novas: CRMConversasPage, PatientConversationsTab, AddonsExtratoPage,
AuditoriaPage, NotificationsHistoryPage, ConfiguracoesWhatsappChooserPage,
ConfiguracoesConversasAutoreplyPage, ConfiguracoesConversasOptoutsPage,
ConfiguracoesConversasTagsPage, ConfiguracoesCreditosWhatsappPage,
ConfiguracoesLembretesSessaoPage

Utils novos: addonExtratoExport, auditoriaExport, excelExport,
lgpdExportFormats

Páginas existentes alteradas: ClinicDashboard, PatientsCadastroPage,
PatientCadastroDialog, PatientsListPage, MedicosPage, PatientProntuario,
ConfiguracoesWhatsappPage, SaasWhatsappPage, ConfiguracoesRecursosExtrasPage,
ConfiguracoesPage, AgendaTerapeutaPage, AgendaClinicaPage, NotificationItem,
NotificationDrawer, AppLayout, AppTopbar, useMenuBadges,
patientsRepository, SaasAddonsPage (aba 4 + 5 WhatsApp)

Routes: routes.clinic, routes.configs, routes.therapist atualizados
Menus: clinic.menu, therapist.menu, saas.menu atualizados

═══════════════════════════════════════════════════════════════════════════
NOTAS

- Após subir, rodar supabase functions serve --no-verify-jwt
  --env-file supabase/functions/.env pra carregar o módulo _shared
- WHATSAPP_SETUP.md reescrito (~400 linhas) com setup completo dos 3
  providers + troubleshooting + LGPD
- HANDOFF.md atualizado com estado atual e próximos passos

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

database-novo/migrations/20260420000002_audit_logs_lgpd.sql

@@ -0,0 +1,199 @@
+-- =============================================================================
+-- Migration: 20260420000002_audit_logs_lgpd
+-- Sessao 11 - Fase 2a (Opcao C).
+--
+-- Resolve: LGPD Art. 37 - registro das operacoes de tratamento.
+-- Projeto ja tinha logs pontuais (document_access_logs, patient_status_history,
+-- notification_logs, addon_transactions) mas nao registrava:
+--   - Edicao de dados do paciente (nome/CPF/endereco)
+--   - CRUD de sessoes na agenda
+--   - CRUD de registros financeiros
+--   - CRUD de documentos (metadata)
+--   - Mudancas de permissao / members do tenant
+--
+-- Cria tabela audit_logs imutavel + funcao trigger generica + triggers nas
+-- tabelas criticas. RLS: tenant member le; ninguem INSERT/UPDATE/DELETE direto.
+-- =============================================================================
+
+-- ---------------------------------------------------------------------------
+-- Tabela audit_logs
+-- ---------------------------------------------------------------------------
+CREATE TABLE IF NOT EXISTS public.audit_logs (
+    id BIGSERIAL PRIMARY KEY,
+    tenant_id UUID NOT NULL REFERENCES public.tenants(id) ON DELETE CASCADE,
+    user_id UUID REFERENCES auth.users(id) ON DELETE SET NULL,
+    entity_type TEXT NOT NULL,
+    entity_id TEXT,
+    action TEXT NOT NULL CHECK (action IN ('insert', 'update', 'delete')),
+    old_values JSONB,
+    new_values JSONB,
+    changed_fields TEXT[],
+    metadata JSONB NOT NULL DEFAULT '{}'::jsonb,
+    created_at TIMESTAMPTZ NOT NULL DEFAULT now()
+);
+
+CREATE INDEX IF NOT EXISTS idx_audit_logs_tenant_created
+    ON public.audit_logs (tenant_id, created_at DESC);
+
+CREATE INDEX IF NOT EXISTS idx_audit_logs_entity
+    ON public.audit_logs (entity_type, entity_id);
+
+CREATE INDEX IF NOT EXISTS idx_audit_logs_user_created
+    ON public.audit_logs (user_id, created_at DESC) WHERE user_id IS NOT NULL;
+
+CREATE INDEX IF NOT EXISTS idx_audit_logs_changed_fields
+    ON public.audit_logs USING GIN (changed_fields);
+
+COMMENT ON TABLE public.audit_logs IS
+    'Registro imutavel de operacoes de tratamento (LGPD Art. 37). INSERT apenas via trigger SECURITY DEFINER.';
+
+-- ---------------------------------------------------------------------------
+-- Funcao trigger generica
+-- ---------------------------------------------------------------------------
+CREATE OR REPLACE FUNCTION public.log_audit_change()
+RETURNS TRIGGER
+LANGUAGE plpgsql
+SECURITY DEFINER
+SET search_path = public, pg_temp
+AS $$
+DECLARE
+    v_tenant_id UUID;
+    v_entity_id TEXT;
+    v_old JSONB;
+    v_new JSONB;
+    v_changed TEXT[];
+    v_heavy_fields TEXT[] := ARRAY[
+        'content', 'content_html', 'content_json', 'raw_data',
+        'signature_data', 'pdf_blob', 'binary', 'body_html', 'body_text'
+    ];
+    v_noise_fields TEXT[] := ARRAY['updated_at', 'last_seen_at', 'last_activity_at'];
+BEGIN
+    IF TG_OP = 'DELETE' THEN
+        v_tenant_id := OLD.tenant_id;
+        v_entity_id := OLD.id::TEXT;
+        v_old := to_jsonb(OLD) - v_heavy_fields;
+        v_new := NULL;
+    ELSIF TG_OP = 'INSERT' THEN
+        v_tenant_id := NEW.tenant_id;
+        v_entity_id := NEW.id::TEXT;
+        v_old := NULL;
+        v_new := to_jsonb(NEW) - v_heavy_fields;
+    ELSE -- UPDATE
+        v_tenant_id := NEW.tenant_id;
+        v_entity_id := NEW.id::TEXT;
+        v_old := to_jsonb(OLD) - v_heavy_fields;
+        v_new := to_jsonb(NEW) - v_heavy_fields;
+
+        -- calcular campos realmente alterados
+        SELECT array_agg(key ORDER BY key) INTO v_changed
+        FROM jsonb_each(to_jsonb(NEW)) AS kv(key, value)
+        WHERE (to_jsonb(OLD))->kv.key IS DISTINCT FROM kv.value;
+
+        -- se nada mudou, ignora
+        IF v_changed IS NULL THEN
+            RETURN NEW;
+        END IF;
+
+        -- se mudou apenas campos de ruido (ex: updated_at), ignora
+        IF v_changed <@ v_noise_fields THEN
+            RETURN NEW;
+        END IF;
+    END IF;
+
+    INSERT INTO public.audit_logs (
+        tenant_id, user_id, entity_type, entity_id, action,
+        old_values, new_values, changed_fields
+    ) VALUES (
+        v_tenant_id,
+        auth.uid(),
+        TG_TABLE_NAME,
+        v_entity_id,
+        lower(TG_OP),
+        v_old,
+        v_new,
+        v_changed
+    );
+
+    RETURN COALESCE(NEW, OLD);
+END;
+$$;
+
+COMMENT ON FUNCTION public.log_audit_change() IS
+    'Trigger generica de audit. Filtra campos pesados (content, signature_data) e ruido (updated_at).';
+
+-- ---------------------------------------------------------------------------
+-- Triggers nas tabelas criticas
+-- ---------------------------------------------------------------------------
+
+-- patients
+DROP TRIGGER IF EXISTS trg_audit_patients ON public.patients;
+CREATE TRIGGER trg_audit_patients
+    AFTER INSERT OR UPDATE OR DELETE ON public.patients
+    FOR EACH ROW EXECUTE FUNCTION public.log_audit_change();
+
+-- agenda_eventos
+DROP TRIGGER IF EXISTS trg_audit_agenda_eventos ON public.agenda_eventos;
+CREATE TRIGGER trg_audit_agenda_eventos
+    AFTER INSERT OR UPDATE OR DELETE ON public.agenda_eventos
+    FOR EACH ROW EXECUTE FUNCTION public.log_audit_change();
+
+-- financial_records
+DROP TRIGGER IF EXISTS trg_audit_financial_records ON public.financial_records;
+CREATE TRIGGER trg_audit_financial_records
+    AFTER INSERT OR UPDATE OR DELETE ON public.financial_records
+    FOR EACH ROW EXECUTE FUNCTION public.log_audit_change();
+
+-- documents
+DROP TRIGGER IF EXISTS trg_audit_documents ON public.documents;
+CREATE TRIGGER trg_audit_documents
+    AFTER INSERT OR UPDATE OR DELETE ON public.documents
+    FOR EACH ROW EXECUTE FUNCTION public.log_audit_change();
+
+-- tenant_members (mudanca de permissao)
+DROP TRIGGER IF EXISTS trg_audit_tenant_members ON public.tenant_members;
+CREATE TRIGGER trg_audit_tenant_members
+    AFTER INSERT OR UPDATE OR DELETE ON public.tenant_members
+    FOR EACH ROW EXECUTE FUNCTION public.log_audit_change();
+
+-- ---------------------------------------------------------------------------
+-- RLS: tenant member le; saas_admin le tudo; ninguem escreve direto
+-- ---------------------------------------------------------------------------
+ALTER TABLE public.audit_logs ENABLE ROW LEVEL SECURITY;
+ALTER TABLE public.audit_logs FORCE ROW LEVEL SECURITY;
+
+DROP POLICY IF EXISTS "audit_logs: select tenant" ON public.audit_logs;
+DROP POLICY IF EXISTS "audit_logs: saas_admin all" ON public.audit_logs;
+DROP POLICY IF EXISTS "audit_logs: no direct insert" ON public.audit_logs;
+DROP POLICY IF EXISTS "audit_logs: no direct update" ON public.audit_logs;
+DROP POLICY IF EXISTS "audit_logs: no direct delete" ON public.audit_logs;
+
+CREATE POLICY "audit_logs: select tenant" ON public.audit_logs
+    FOR SELECT TO authenticated
+    USING (
+        public.is_saas_admin()
+        OR tenant_id IN (
+            SELECT tm.tenant_id FROM public.tenant_members tm
+            WHERE tm.user_id = auth.uid() AND tm.status = 'active'
+        )
+    );
+
+-- Explicitamente NEGA insert/update/delete via API
+-- (SECURITY DEFINER na funcao trigger bypassa RLS; app nao consegue escrever direto)
+CREATE POLICY "audit_logs: no direct insert" ON public.audit_logs
+    FOR INSERT TO authenticated
+    WITH CHECK (false);
+
+CREATE POLICY "audit_logs: no direct update" ON public.audit_logs
+    FOR UPDATE TO authenticated
+    USING (false) WITH CHECK (false);
+
+CREATE POLICY "audit_logs: no direct delete" ON public.audit_logs
+    FOR DELETE TO authenticated
+    USING (false);
+
+-- ---------------------------------------------------------------------------
+-- Marca hardening na auditoria
+-- ---------------------------------------------------------------------------
+COMMENT ON COLUMN public.audit_logs.old_values IS 'Estado anterior (jsonb); NULL em INSERT; campos pesados removidos';
+COMMENT ON COLUMN public.audit_logs.new_values IS 'Estado posterior (jsonb); NULL em DELETE; campos pesados removidos';
+COMMENT ON COLUMN public.audit_logs.changed_fields IS 'Lista de campos alterados em UPDATE (NULL em INSERT/DELETE)';