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>
This commit is contained in:
Leonardo
@@ -0,0 +1,155 @@
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-- Tables: CRM Conversas (WhatsApp)
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-- Gerado automaticamente em 2026-04-21T23:16:34.956Z
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-- Total: 10
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CREATE TABLE public.conversation_autoreply_log (
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id bigint NOT NULL,
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tenant_id uuid NOT NULL,
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thread_key text NOT NULL,
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sent_at timestamp with time zone DEFAULT now() NOT NULL,
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message_id uuid
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);
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CREATE TABLE public.conversation_autoreply_settings (
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tenant_id uuid NOT NULL,
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enabled boolean DEFAULT false NOT NULL,
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message text DEFAULT 'Olá! Nosso horário de atendimento acabou. Retornaremos sua mensagem assim que possível. Obrigado!'::text NOT NULL,
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cooldown_minutes integer DEFAULT 180 NOT NULL,
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schedule_mode text DEFAULT 'agenda'::text NOT NULL,
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business_hours jsonb DEFAULT '[]'::jsonb NOT NULL,
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custom_window jsonb DEFAULT '[]'::jsonb NOT NULL,
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created_at timestamp with time zone DEFAULT now() NOT NULL,
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updated_at timestamp with time zone DEFAULT now() NOT NULL,
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CONSTRAINT conversation_autoreply_settings_cooldown_minutes_check CHECK (((cooldown_minutes >= 0) AND (cooldown_minutes <= 43200))),
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CONSTRAINT conversation_autoreply_settings_message_check CHECK (((length(message) > 0) AND (length(message) <= 2000))),
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CONSTRAINT conversation_autoreply_settings_schedule_mode_check CHECK ((schedule_mode = ANY (ARRAY['agenda'::text, 'business_hours'::text, 'custom'::text])))
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);
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CREATE TABLE public.conversation_messages (
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id bigint NOT NULL,
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tenant_id uuid NOT NULL,
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patient_id uuid,
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channel text NOT NULL,
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direction text NOT NULL,
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from_number text,
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to_number text,
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body text,
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media_url text,
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media_mime text,
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provider text NOT NULL,
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provider_message_id text,
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provider_raw jsonb,
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kanban_status text DEFAULT 'awaiting_us'::text NOT NULL,
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priority integer DEFAULT 0 NOT NULL,
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read_at timestamp with time zone,
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responded_at timestamp with time zone,
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resolved_at timestamp with time zone,
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received_at timestamp with time zone,
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created_at timestamp with time zone DEFAULT now() NOT NULL,
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updated_at timestamp with time zone DEFAULT now() NOT NULL,
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delivered_at timestamp with time zone,
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read_by_recipient_at timestamp with time zone,
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delivery_status text,
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CONSTRAINT conversation_messages_channel_check CHECK ((channel = ANY (ARRAY['whatsapp'::text, 'sms'::text, 'email'::text]))),
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CONSTRAINT conversation_messages_delivery_status_check CHECK (((delivery_status IS NULL) OR (delivery_status = ANY (ARRAY['pending'::text, 'sent'::text, 'delivered'::text, 'read'::text, 'failed'::text])))),
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CONSTRAINT conversation_messages_direction_check CHECK ((direction = ANY (ARRAY['inbound'::text, 'outbound'::text]))),
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CONSTRAINT conversation_messages_kanban_status_check CHECK ((kanban_status = ANY (ARRAY['urgent'::text, 'awaiting_us'::text, 'awaiting_patient'::text, 'resolved'::text]))),
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CONSTRAINT conversation_messages_provider_check CHECK ((provider = ANY (ARRAY['twilio'::text, 'evolution'::text, 'manual'::text])))
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);
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CREATE TABLE public.conversation_notes (
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id uuid DEFAULT gen_random_uuid() NOT NULL,
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tenant_id uuid NOT NULL,
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thread_key text NOT NULL,
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patient_id uuid,
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contact_number text,
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body text NOT NULL,
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created_by uuid NOT NULL,
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created_at timestamp with time zone DEFAULT now() NOT NULL,
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updated_at timestamp with time zone DEFAULT now() NOT NULL,
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deleted_at timestamp with time zone,
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CONSTRAINT conversation_notes_body_check CHECK (((length(body) > 0) AND (length(body) <= 4000)))
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);
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CREATE TABLE public.conversation_optout_keywords (
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id uuid DEFAULT gen_random_uuid() NOT NULL,
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tenant_id uuid,
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keyword text NOT NULL,
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enabled boolean DEFAULT true NOT NULL,
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is_system boolean DEFAULT false NOT NULL,
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created_at timestamp with time zone DEFAULT now() NOT NULL,
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CONSTRAINT conversation_optout_keywords_keyword_check CHECK (((length(keyword) > 0) AND (length(keyword) <= 100)))
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);
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CREATE TABLE public.conversation_optouts (
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id uuid DEFAULT gen_random_uuid() NOT NULL,
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tenant_id uuid NOT NULL,
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phone text NOT NULL,
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patient_id uuid,
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source text DEFAULT 'keyword'::text NOT NULL,
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keyword_matched text,
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original_message text,
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notes text,
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blocked_by uuid,
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opted_out_at timestamp with time zone DEFAULT now() NOT NULL,
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opted_back_in_at timestamp with time zone,
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created_at timestamp with time zone DEFAULT now() NOT NULL,
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updated_at timestamp with time zone DEFAULT now() NOT NULL,
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CONSTRAINT conversation_optouts_phone_check CHECK ((phone ~ '^\d{6,15}$'::text)),
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CONSTRAINT conversation_optouts_source_check CHECK ((source = ANY (ARRAY['keyword'::text, 'manual'::text])))
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);
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CREATE TABLE public.conversation_tags (
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id uuid DEFAULT gen_random_uuid() NOT NULL,
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tenant_id uuid,
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name text NOT NULL,
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slug text NOT NULL,
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color text DEFAULT '#6366f1'::text NOT NULL,
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icon text,
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"position" integer DEFAULT 100 NOT NULL,
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is_system boolean DEFAULT false NOT NULL,
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created_at timestamp with time zone DEFAULT now() NOT NULL,
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updated_at timestamp with time zone DEFAULT now() NOT NULL,
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CONSTRAINT conversation_tags_color_check CHECK ((color ~ '^#[0-9a-fA-F]{6}$'::text)),
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CONSTRAINT conversation_tags_name_check CHECK (((length(name) > 0) AND (length(name) <= 40))),
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CONSTRAINT conversation_tags_slug_check CHECK ((slug ~ '^[a-z0-9_-]{1,40}$'::text))
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);
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CREATE TABLE public.conversation_thread_tags (
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tenant_id uuid NOT NULL,
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thread_key text NOT NULL,
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tag_id uuid NOT NULL,
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tagged_by uuid,
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tagged_at timestamp with time zone DEFAULT now() NOT NULL
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);
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CREATE TABLE public.session_reminder_logs (
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id bigint NOT NULL,
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event_id uuid NOT NULL,
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tenant_id uuid NOT NULL,
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reminder_type text NOT NULL,
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sent_at timestamp with time zone DEFAULT now() NOT NULL,
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provider text,
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skip_reason text,
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to_phone text,
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provider_message_id text,
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conversation_message_id bigint,
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CONSTRAINT session_reminder_logs_reminder_type_check CHECK ((reminder_type = ANY (ARRAY['24h'::text, '2h'::text])))
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);
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CREATE TABLE public.session_reminder_settings (
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tenant_id uuid NOT NULL,
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enabled boolean DEFAULT false NOT NULL,
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send_24h boolean DEFAULT true NOT NULL,
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send_2h boolean DEFAULT true NOT NULL,
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template_24h text DEFAULT 'Oi {{nome_paciente}}! 👋 Lembrando da sua sessão amanhã, {{data_sessao}} às {{hora_sessao}}. Até lá!'::text NOT NULL,
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template_2h text DEFAULT 'Oi {{nome_paciente}}! Sua sessão começa em 2 horas, às {{hora_sessao}}. Te espero! 😊'::text NOT NULL,
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quiet_hours_enabled boolean DEFAULT true NOT NULL,
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quiet_hours_start time without time zone DEFAULT '22:00:00'::time without time zone NOT NULL,
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quiet_hours_end time without time zone DEFAULT '08:00:00'::time without time zone NOT NULL,
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respect_opt_out boolean DEFAULT true NOT NULL,
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created_at timestamp with time zone DEFAULT now() NOT NULL,
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updated_at timestamp with time zone DEFAULT now() NOT NULL,
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CONSTRAINT session_reminder_settings_template_24h_check CHECK (((length(template_24h) > 0) AND (length(template_24h) <= 2000))),
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CONSTRAINT session_reminder_settings_template_2h_check CHECK (((length(template_2h) > 0) AND (length(template_2h) <= 2000)))
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);
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