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
@@ -1,6 +1,142 @@
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-- Views
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-- Gerado automaticamente em 2026-04-17T12:23:05.233Z
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-- Total: 27
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-- Gerado automaticamente em 2026-04-21T23:16:34.958Z
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-- Total: 29
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CREATE VIEW public.audit_log_unified WITH (security_invoker='true') AS
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SELECT ('audit:'::text || (al.id)::text) AS uid,
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al.tenant_id,
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al.user_id,
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al.entity_type,
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al.entity_id,
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al.action,
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CASE al.action
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WHEN 'insert'::text THEN ('Criou '::text || al.entity_type)
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WHEN 'update'::text THEN (('Alterou '::text || al.entity_type) || COALESCE(((' ('::text || array_to_string(al.changed_fields, ', '::text)) || ')'::text), ''::text))
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WHEN 'delete'::text THEN ('Excluiu '::text || al.entity_type)
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ELSE NULL::text
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END AS description,
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al.created_at AS occurred_at,
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'audit_logs'::text AS source,
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jsonb_build_object('old_values', al.old_values, 'new_values', al.new_values, 'changed_fields', al.changed_fields) AS details
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FROM public.audit_logs al
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UNION ALL
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SELECT ('doc_access:'::text || (dal.id)::text) AS uid,
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dal.tenant_id,
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dal.user_id,
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'document'::text AS entity_type,
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(dal.documento_id)::text AS entity_id,
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dal.acao AS action,
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CASE dal.acao
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WHEN 'visualizou'::text THEN 'Visualizou documento'::text
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WHEN 'baixou'::text THEN 'Baixou documento'::text
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WHEN 'imprimiu'::text THEN 'Imprimiu documento'::text
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WHEN 'compartilhou'::text THEN 'Compartilhou documento'::text
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WHEN 'assinou'::text THEN 'Assinou documento'::text
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ELSE dal.acao
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END AS description,
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dal.acessado_em AS occurred_at,
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'document_access_logs'::text AS source,
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jsonb_build_object('ip', (dal.ip)::text, 'user_agent', dal.user_agent) AS details
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FROM public.document_access_logs dal
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UNION ALL
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SELECT ('psh:'::text || (psh.id)::text) AS uid,
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psh.tenant_id,
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psh.alterado_por AS user_id,
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'patient_status'::text AS entity_type,
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(psh.patient_id)::text AS entity_id,
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'status_change'::text AS action,
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(((('Status do paciente: '::text || COALESCE(psh.status_anterior, '—'::text)) || ' → '::text) || psh.status_novo) || COALESCE(((' ('::text || psh.motivo) || ')'::text), ''::text)) AS description,
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psh.alterado_em AS occurred_at,
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'patient_status_history'::text AS source,
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jsonb_build_object('status_anterior', psh.status_anterior, 'status_novo', psh.status_novo, 'motivo', psh.motivo, 'encaminhado_para', psh.encaminhado_para, 'data_saida', psh.data_saida) AS details
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FROM public.patient_status_history psh
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UNION ALL
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SELECT ('notif:'::text || (nl.id)::text) AS uid,
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nl.tenant_id,
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nl.owner_id AS user_id,
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'notification'::text AS entity_type,
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(nl.patient_id)::text AS entity_id,
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nl.status AS action,
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(((('Notificação '::text || nl.channel) || ' '::text) || nl.status) || COALESCE((' para '::text || nl.recipient_address), ''::text)) AS description,
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nl.created_at AS occurred_at,
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'notification_logs'::text AS source,
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jsonb_build_object('channel', nl.channel, 'template_key', nl.template_key, 'status', nl.status, 'provider', nl.provider, 'failure_reason', nl.failure_reason) AS details
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FROM public.notification_logs nl
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UNION ALL
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SELECT ('addon:'::text || (at.id)::text) AS uid,
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at.tenant_id,
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at.admin_user_id AS user_id,
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'addon_transaction'::text AS entity_type,
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(at.id)::text AS entity_id,
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at.type AS action,
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CASE at.type
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WHEN 'purchase'::text THEN ((('Compra de '::text || at.amount) || ' créditos de '::text) || at.addon_type)
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WHEN 'consumption'::text THEN ((('Consumo de '::text || abs(at.amount)) || ' crédito(s) '::text) || at.addon_type)
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WHEN 'adjustment'::text THEN ('Ajuste de créditos '::text || at.addon_type)
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WHEN 'refund'::text THEN ((('Reembolso de '::text || abs(at.amount)) || ' créditos '::text) || at.addon_type)
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ELSE ((at.type || ' '::text) || at.addon_type)
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END AS description,
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at.created_at AS occurred_at,
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'addon_transactions'::text AS source,
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jsonb_build_object('addon_type', at.addon_type, 'amount', at.amount, 'balance_after', at.balance_after, 'price_cents', at.price_cents, 'payment_reference', at.payment_reference) AS details
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FROM public.addon_transactions at;
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CREATE VIEW public.conversation_threads WITH (security_invoker='true') AS
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WITH base AS (
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SELECT cm.id,
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cm.tenant_id,
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cm.patient_id,
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cm.channel,
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cm.body,
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cm.direction,
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cm.kanban_status,
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cm.read_at,
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cm.created_at,
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CASE
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WHEN (cm.direction = 'inbound'::text) THEN cm.from_number
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ELSE cm.to_number
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END AS contact_number,
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COALESCE((cm.patient_id)::text, ('anon:'::text || COALESCE(
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CASE
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WHEN (cm.direction = 'inbound'::text) THEN cm.from_number
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ELSE cm.to_number
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END, 'unknown'::text))) AS thread_key
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FROM public.conversation_messages cm
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), latest AS (
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SELECT DISTINCT ON (base.tenant_id, base.thread_key) base.tenant_id,
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base.thread_key,
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base.patient_id,
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base.channel,
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base.contact_number,
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base.body AS last_message_body,
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base.direction AS last_message_direction,
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base.kanban_status,
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base.created_at AS last_message_at
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FROM base
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ORDER BY base.tenant_id, base.thread_key, base.created_at DESC
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), counts AS (
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SELECT base.tenant_id,
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base.thread_key,
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count(*) AS message_count,
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count(*) FILTER (WHERE ((base.direction = 'inbound'::text) AND (base.read_at IS NULL))) AS unread_count
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FROM base
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GROUP BY base.tenant_id, base.thread_key
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)
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SELECT l.tenant_id,
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l.thread_key,
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l.patient_id,
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p.nome_completo AS patient_name,
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l.contact_number,
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l.channel,
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c.message_count,
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c.unread_count,
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l.last_message_at,
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l.last_message_body,
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l.last_message_direction,
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l.kanban_status
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FROM ((latest l
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JOIN counts c ON (((c.tenant_id = l.tenant_id) AND (c.thread_key = l.thread_key))))
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LEFT JOIN public.patients p ON ((p.id = l.patient_id)));
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CREATE VIEW public.current_tenant_id AS
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SELECT current_setting('request.jwt.claim.tenant_id'::text, true) AS current_setting;
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