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
2026-04-23 07:05:24 -03:00
parent 037ba3721f
commit 2644e60bb6
191 changed files with 38629 additions and 3756 deletions
+268
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/*
|--------------------------------------------------------------------------
| Agência PSI
|--------------------------------------------------------------------------
| Criado e desenvolvido por Leonardo Nohama
|
| Tecnologia aplicada à escuta.
| Estrutura para o cuidado.
|
| Arquivo: src/composables/useConversations.js
| Data: 2026
| Local: São Carlos/SP — Brasil
|--------------------------------------------------------------------------
| © 2026 — Todos os direitos reservados
|--------------------------------------------------------------------------
*/
import { ref, computed, onUnmounted } from 'vue';
import { supabase } from '@/lib/supabase/client';
import { useTenantStore } from '@/stores/tenantStore';
const KANBAN_ORDER = ['urgent', 'awaiting_us', 'awaiting_patient', 'resolved'];
function sanitizeSearch(raw) {
if (typeof raw !== 'string') return '';
return raw.trim().slice(0, 120).toLowerCase();
}
export function useConversations() {
const tenantStore = useTenantStore();
const threads = ref([]);
const loading = ref(false);
const error = ref(null);
const filters = ref({
search: '',
channel: null, // null = todos
unreadOnly: false,
assigned: null // null = todas | 'me' | 'unassigned' | <uuid>
});
const currentUserId = ref(null);
supabase.auth.getUser().then(({ data }) => { currentUserId.value = data?.user?.id ?? null; });
let realtimeChannel = null;
async function load() {
const tenantId = tenantStore.activeTenantId;
if (!tenantId) {
threads.value = [];
error.value = new Error('Tenant ativo inválido');
return;
}
loading.value = true;
error.value = null;
try {
const { data, error: qErr } = await supabase
.from('conversation_threads')
.select('*')
.eq('tenant_id', tenantId)
.order('last_message_at', { ascending: false })
.limit(500);
if (qErr) throw qErr;
threads.value = data ?? [];
} catch (err) {
error.value = err;
threads.value = [];
} finally {
loading.value = false;
}
}
function subscribeRealtime() {
const tenantId = tenantStore.activeTenantId;
if (!tenantId) return;
if (realtimeChannel) {
supabase.removeChannel(realtimeChannel);
}
realtimeChannel = supabase
.channel(`conv_msg_tenant_${tenantId}`)
.on(
'postgres_changes',
{
event: 'INSERT',
schema: 'public',
table: 'conversation_messages',
filter: `tenant_id=eq.${tenantId}`
},
(payload) => {
// refetch da lista (view agrega tudo)
load();
// se o drawer esta aberto numa thread desta msg, appenda
const newMsg = payload.new;
if (currentThread.value && messageBelongsToThread(newMsg, currentThread.value)) {
const alreadyThere = threadMessages.value.some((m) => m.id === newMsg.id);
if (!alreadyThere) threadMessages.value.push(newMsg);
}
}
)
.on(
'postgres_changes',
{
event: 'UPDATE',
schema: 'public',
table: 'conversation_messages',
filter: `tenant_id=eq.${tenantId}`
},
(payload) => {
load();
const updated = payload.new;
if (currentThread.value && messageBelongsToThread(updated, currentThread.value)) {
const idx = threadMessages.value.findIndex((m) => m.id === updated.id);
if (idx >= 0) threadMessages.value[idx] = updated;
}
}
)
.subscribe();
}
function unsubscribeRealtime() {
if (realtimeChannel) {
supabase.removeChannel(realtimeChannel);
realtimeChannel = null;
}
}
onUnmounted(() => unsubscribeRealtime());
const filteredThreads = computed(() => {
const q = sanitizeSearch(filters.value.search);
const assignFilter = filters.value.assigned;
const uid = currentUserId.value;
return threads.value.filter((t) => {
if (filters.value.channel && t.channel !== filters.value.channel) return false;
if (filters.value.unreadOnly && (t.unread_count || 0) === 0) return false;
if (assignFilter === 'me') {
if (!uid || t.assigned_to !== uid) return false;
} else if (assignFilter === 'unassigned') {
if (t.assigned_to) return false;
} else if (assignFilter && typeof assignFilter === 'string') {
if (t.assigned_to !== assignFilter) return false;
}
if (q) {
const name = (t.patient_name || '').toLowerCase();
const num = (t.contact_number || '').toLowerCase();
const body = (t.last_message_body || '').toLowerCase();
if (!name.includes(q) && !num.includes(q) && !body.includes(q)) return false;
}
return true;
});
});
const byKanban = computed(() => {
const map = { urgent: [], awaiting_us: [], awaiting_patient: [], resolved: [] };
for (const t of filteredThreads.value) {
const k = KANBAN_ORDER.includes(t.kanban_status) ? t.kanban_status : 'awaiting_us';
map[k].push(t);
}
return map;
});
const summary = computed(() => ({
total: threads.value.length,
urgent: byKanban.value.urgent.length,
awaiting_us: byKanban.value.awaiting_us.length,
awaiting_patient: byKanban.value.awaiting_patient.length,
resolved: byKanban.value.resolved.length,
unreadTotal: threads.value.reduce((s, t) => s + (t.unread_count || 0), 0)
}));
// Mensagens de uma thread especifica (drawer)
const threadMessages = ref([]);
const threadLoading = ref(false);
const currentThread = ref(null);
function messageBelongsToThread(msg, thread) {
if (!thread || !msg) return false;
if (thread.patient_id) return msg.patient_id === thread.patient_id;
// thread anônima
if (msg.patient_id) return false;
return (
msg.from_number === thread.contact_number ||
msg.to_number === thread.contact_number
);
}
async function loadThreadMessages(thread) {
currentThread.value = thread;
if (!thread) {
threadMessages.value = [];
return;
}
threadLoading.value = true;
try {
let q = supabase
.from('conversation_messages')
.select('*')
.eq('tenant_id', tenantStore.activeTenantId)
.order('created_at', { ascending: true })
.limit(500);
if (thread.patient_id) {
q = q.eq('patient_id', thread.patient_id);
} else {
// anônimo — filtra por from_number ou to_number
q = q.or(`from_number.eq.${thread.contact_number},to_number.eq.${thread.contact_number}`).is('patient_id', null);
}
const { data, error: qErr } = await q;
if (qErr) throw qErr;
threadMessages.value = data ?? [];
} finally {
threadLoading.value = false;
}
}
async function markThreadRead(thread) {
if (!thread) return;
// Marca unread do inbound como lido
const nowIso = new Date().toISOString();
const tenantId = tenantStore.activeTenantId;
let q = supabase
.from('conversation_messages')
.update({ read_at: nowIso })
.eq('tenant_id', tenantId)
.eq('direction', 'inbound')
.is('read_at', null);
if (thread.patient_id) q = q.eq('patient_id', thread.patient_id);
else q = q.eq('from_number', thread.contact_number).is('patient_id', null);
await q;
load();
}
async function setKanbanStatus(thread, newStatus) {
if (!['urgent', 'awaiting_us', 'awaiting_patient', 'resolved'].includes(newStatus)) return;
const tenantId = tenantStore.activeTenantId;
const patch = { kanban_status: newStatus };
if (newStatus === 'resolved') patch.resolved_at = new Date().toISOString();
let q = supabase.from('conversation_messages').update(patch).eq('tenant_id', tenantId);
if (thread.patient_id) q = q.eq('patient_id', thread.patient_id);
else q = q.eq('from_number', thread.contact_number).is('patient_id', null);
await q;
load();
}
return {
threads,
filteredThreads,
byKanban,
summary,
filters,
loading,
error,
load,
subscribeRealtime,
unsubscribeRealtime,
threadMessages,
threadLoading,
loadThreadMessages,
markThreadRead,
setKanbanStatus
};
}