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/20260421000012_conversation_assignments.sql

@@ -0,0 +1,203 @@
+-- ==========================================================================
+-- Agencia PSI — Migracao: Atribuicao de conversa a terapeuta (CRM Grupo 3.2)
+-- ==========================================================================
+-- Criado por: Leonardo Nohama
+-- Data: 2026-04-21 · Sao Carlos/SP — Brasil
+--
+-- Uma linha por (tenant_id, thread_key) — UPSERT em cada reatribuicao.
+-- Historico (quem atribuiu pra quem e quando) pode ser adicionado depois
+-- via trigger INSERT em conversation_assignment_history se virar requisito.
+--
+-- thread_key segue o padrao de conversation_threads:
+--   - '<uuid>'       → thread de paciente conhecido
+--   - 'anon:<phone>' → thread de numero nao identificado
+--
+-- RLS:
+--   - SELECT: qualquer membro ativo do tenant
+--   - INSERT/UPDATE: qualquer membro ativo do tenant (self-assign ou delegar)
+--   - DELETE: nao permitido (unassign = UPDATE assigned_to=NULL)
+-- ==========================================================================
+
+CREATE TABLE IF NOT EXISTS public.conversation_assignments (
+    tenant_id UUID NOT NULL REFERENCES public.tenants(id) ON DELETE CASCADE,
+    thread_key TEXT NOT NULL,
+
+    patient_id UUID REFERENCES public.patients(id) ON DELETE SET NULL,
+    contact_number TEXT,
+
+    assigned_to UUID REFERENCES auth.users(id) ON DELETE SET NULL,
+    assigned_by UUID NOT NULL REFERENCES auth.users(id) ON DELETE SET NULL,
+    assigned_at TIMESTAMPTZ NOT NULL DEFAULT now(),
+
+    created_at TIMESTAMPTZ NOT NULL DEFAULT now(),
+    updated_at TIMESTAMPTZ NOT NULL DEFAULT now(),
+
+    PRIMARY KEY (tenant_id, thread_key)
+);
+
+CREATE INDEX IF NOT EXISTS idx_conv_assign_tenant_user
+    ON public.conversation_assignments (tenant_id, assigned_to)
+    WHERE assigned_to IS NOT NULL;
+
+CREATE INDEX IF NOT EXISTS idx_conv_assign_patient
+    ON public.conversation_assignments (patient_id)
+    WHERE patient_id IS NOT NULL;
+
+-- Trigger de updated_at
+DROP TRIGGER IF EXISTS trg_conv_assign_updated_at ON public.conversation_assignments;
+CREATE TRIGGER trg_conv_assign_updated_at
+    BEFORE UPDATE ON public.conversation_assignments
+    FOR EACH ROW EXECUTE FUNCTION public.set_updated_at();
+
+COMMENT ON TABLE public.conversation_assignments IS
+    'Atribuicao de threads de conversa a membros do tenant. Uma linha por (tenant_id, thread_key). assigned_to=NULL significa nao atribuida.';
+
+-- --------------------------------------------------------------------------
+-- RLS
+-- --------------------------------------------------------------------------
+ALTER TABLE public.conversation_assignments ENABLE ROW LEVEL SECURITY;
+
+-- SELECT: qualquer membro ativo do tenant OU saas_admin
+DROP POLICY IF EXISTS "conv_assign: select tenant" ON public.conversation_assignments;
+CREATE POLICY "conv_assign: select tenant"
+    ON public.conversation_assignments
+    FOR SELECT
+    TO authenticated
+    USING (
+        public.is_saas_admin()
+        OR EXISTS (
+            SELECT 1 FROM public.tenant_members tm
+            WHERE tm.user_id = auth.uid()
+              AND tm.tenant_id = conversation_assignments.tenant_id
+              AND tm.status = 'active'
+        )
+    );
+
+-- INSERT: membro ativo do tenant. assigned_by deve ser o proprio user.
+-- assigned_to deve ser membro ativo do mesmo tenant (ou NULL).
+DROP POLICY IF EXISTS "conv_assign: insert tenant" ON public.conversation_assignments;
+CREATE POLICY "conv_assign: insert tenant"
+    ON public.conversation_assignments
+    FOR INSERT
+    TO authenticated
+    WITH CHECK (
+        assigned_by = auth.uid()
+        AND EXISTS (
+            SELECT 1 FROM public.tenant_members tm
+            WHERE tm.user_id = auth.uid()
+              AND tm.tenant_id = conversation_assignments.tenant_id
+              AND tm.status = 'active'
+        )
+        AND (
+            assigned_to IS NULL
+            OR EXISTS (
+                SELECT 1 FROM public.tenant_members tm2
+                WHERE tm2.user_id = conversation_assignments.assigned_to
+                  AND tm2.tenant_id = conversation_assignments.tenant_id
+                  AND tm2.status = 'active'
+            )
+        )
+    );
+
+-- UPDATE: membro ativo do tenant pode reatribuir. Mesma validacao pra assigned_to.
+DROP POLICY IF EXISTS "conv_assign: update tenant" ON public.conversation_assignments;
+CREATE POLICY "conv_assign: update tenant"
+    ON public.conversation_assignments
+    FOR UPDATE
+    TO authenticated
+    USING (
+        EXISTS (
+            SELECT 1 FROM public.tenant_members tm
+            WHERE tm.user_id = auth.uid()
+              AND tm.tenant_id = conversation_assignments.tenant_id
+              AND tm.status = 'active'
+        )
+    )
+    WITH CHECK (
+        assigned_by = auth.uid()
+        AND (
+            assigned_to IS NULL
+            OR EXISTS (
+                SELECT 1 FROM public.tenant_members tm2
+                WHERE tm2.user_id = conversation_assignments.assigned_to
+                  AND tm2.tenant_id = conversation_assignments.tenant_id
+                  AND tm2.status = 'active'
+            )
+        )
+    );
+
+-- DELETE: bloqueado (unassign = UPDATE assigned_to=NULL)
+
+-- --------------------------------------------------------------------------
+-- Atualiza view conversation_threads pra incluir assignment
+-- --------------------------------------------------------------------------
+DROP VIEW IF EXISTS public.conversation_threads CASCADE;
+
+CREATE VIEW public.conversation_threads
+WITH (security_invoker = true)
+AS
+WITH base AS (
+    SELECT
+        cm.id,
+        cm.tenant_id,
+        cm.patient_id,
+        cm.channel,
+        cm.body,
+        cm.direction,
+        cm.kanban_status,
+        cm.read_at,
+        cm.created_at,
+        CASE WHEN cm.direction = 'inbound' THEN cm.from_number ELSE cm.to_number END AS contact_number,
+        COALESCE(cm.patient_id::text, 'anon:' || COALESCE(
+            CASE WHEN cm.direction = 'inbound' THEN cm.from_number ELSE cm.to_number END,
+            'unknown'
+        )) AS thread_key
+    FROM public.conversation_messages cm
+),
+latest AS (
+    SELECT DISTINCT ON (tenant_id, thread_key)
+        tenant_id, thread_key, patient_id, channel, contact_number,
+        body AS last_message_body,
+        direction AS last_message_direction,
+        kanban_status,
+        created_at AS last_message_at
+    FROM base
+    ORDER BY tenant_id, thread_key, created_at DESC
+),
+counts AS (
+    SELECT
+        tenant_id, thread_key,
+        COUNT(*) AS message_count,
+        COUNT(*) FILTER (WHERE direction = 'inbound' AND read_at IS NULL) AS unread_count
+    FROM base
+    GROUP BY tenant_id, thread_key
+)
+SELECT
+    l.tenant_id,
+    l.thread_key,
+    l.patient_id,
+    p.nome_completo AS patient_name,
+    l.contact_number,
+    l.channel,
+    c.message_count,
+    c.unread_count,
+    l.last_message_at,
+    l.last_message_body,
+    l.last_message_direction,
+    l.kanban_status,
+    ca.assigned_to,
+    ca.assigned_at
+FROM latest l
+JOIN counts c ON c.tenant_id = l.tenant_id AND c.thread_key = l.thread_key
+LEFT JOIN public.patients p ON p.id = l.patient_id
+LEFT JOIN public.conversation_assignments ca
+    ON ca.tenant_id = l.tenant_id AND ca.thread_key = l.thread_key;
+
+COMMENT ON VIEW public.conversation_threads IS
+    'Agregado de conversas por paciente ou numero anonimo. Base do Kanban. Inclui assignment atual do thread.';
+
+GRANT SELECT ON public.conversation_threads TO authenticated;
+
+-- ==========================================================================
+-- FIM DA MIGRACAO
+-- ==========================================================================