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
@@ -15,7 +15,7 @@
|--------------------------------------------------------------------------
-->
<script setup>
import { computed, nextTick, onMounted, ref, watch } from 'vue';
import { computed, nextTick, onBeforeUnmount, onMounted, ref, watch } from 'vue';
import { useRouter, useRoute } from 'vue-router';
import { useTenantStore } from '@/stores/tenantStore';
import { supabase } from '@/lib/supabase/client';
@@ -223,6 +223,12 @@ const headerMenuRef = ref(null);
const agPanelOpen = ref(false);
const blockMenuRef = ref(null);
// Fecha o drawer mobile ao cruzar para desktop (≥ xl / 1280px)
const mqDesktop = typeof window !== 'undefined' ? window.matchMedia('(min-width: 1280px)') : null;
const onMqDesktopChange = (e) => {
if (e.matches) agPanelOpen.value = false;
};
// ── Prontuário ────────────────────────────────────────────────
const prontuarioOpen = ref(false);
const selectedPatient = ref(null);
@@ -2305,6 +2311,12 @@ onMounted(async () => {
);
io.observe(headerSentinelRef.value);
}
mqDesktop?.addEventListener('change', onMqDesktopChange);
});
onBeforeUnmount(() => {
mqDesktop?.removeEventListener('change', onMqDesktopChange);
});
</script>
@@ -2319,7 +2331,7 @@ onMounted(async () => {
<!-- Hero compacto padrão Compromissos -->
<div
ref="headerEl"
class="relative overflow-hidden rounded-md border border-[var(--surface-border)] bg-[var(--surface-card)] px-3 py-2.5 mx-3 md:mx-4 mb-3 sticky top-[var(--layout-sticky-top,56px)] z-20"
class="relative overflow-hidden rounded-md border border-[var(--surface-border)] bg-[var(--surface-card)] px-3 py-2.5 my-3 mx-3 md:mx-4 sticky top-[var(--layout-sticky-top,56px)] z-20"
:class="{ 'rounded-tl-none rounded-tr-none': headerStuck }"
>
<div class="absolute inset-0 pointer-events-none overflow-hidden" aria-hidden="true">
@@ -2337,7 +2349,7 @@ onMounted(async () => {
</div>
<!-- Nav + filtros (desktop) -->
<div class="hidden xl:flex items-center gap-2 flex-1 min-w-0 mx-2">
<div class="hidden min-[1500px]:flex items-center gap-2 flex-1 min-w-0 mx-2">
<!-- Navegação
<div class="flex items-center gap-1 shrink-0">
<Button label="Hoje" severity="secondary" outlined size="small" class="rounded-full" @click="goToday" />
@@ -2357,7 +2369,7 @@ onMounted(async () => {
</div>
<!-- Ações desktop -->
<div class="hidden xl:flex items-center gap-1 shrink-0">
<div class="hidden min-[1500px]:flex items-center gap-1 shrink-0">
<div class="w-44">
<FloatLabel variant="on">
<IconField>
@@ -2376,23 +2388,13 @@ onMounted(async () => {
<Button icon="pi pi-plus" class="h-9 w-9 rounded-full" @click="onCreateFromButton" />
<Button label="Bloquear" icon="pi pi-lock" size="small" class="rounded-full" severity="danger" outlined @click="(e) => blockMenuRef.toggle(e)" />
<Menu ref="blockMenuRef" :model="blockMenuItems" :popup="true" />
<Button icon="pi pi-refresh" severity="secondary" outlined class="h-9 w-9 rounded-full" @click="refetch" />
<Button icon="pi pi-sync" severity="secondary" outlined class="h-9 w-9 rounded-full" @click="goRecorrencias" />
<Button icon="pi pi-cog" severity="secondary" outlined class="h-9 w-9 rounded-full" @click="goSettings" />
<Button icon="pi pi-refresh" severity="secondary" outlined class="h-9 w-9 rounded-full" v-tooltip.bottom="'Recarregar'" @click="refetch" />
<Button icon="pi pi-sync" severity="secondary" outlined class="h-9 w-9 rounded-full" v-tooltip.bottom="'Recorrências'" @click="goRecorrencias" />
<Button icon="pi pi-cog" severity="secondary" outlined class="h-9 w-9 rounded-full" v-tooltip.bottom="'Configurações'" @click="goSettings" />
</div>
<!-- Mobile -->
<div class="flex xl:hidden items-center gap-1 shrink-0 ml-auto">
<!-- Nav mobile -->
<Button icon="pi pi-chevron-left" severity="secondary" outlined class="h-8 w-8 rounded-full" @click="goPrev" />
<span
class="inline-flex items-center gap-1.5 px-3 py-1 rounded-full border border-[var(--surface-border)] bg-[var(--surface-ground)] text-sm font-semibold text-[var(--text-color)] cursor-pointer whitespace-nowrap transition-colors duration-150 hover:border-[var(--p-primary-400)]"
@click="toggleMonthPicker"
>
<i class="pi pi-calendar text-xs opacity-60" />
{{ subtitleText }}
</span>
<Button icon="pi pi-chevron-right" severity="secondary" outlined class="h-8 w-8 rounded-full" @click="goNext" />
<div class="flex min-[1500px]:hidden items-center gap-1 shrink-0 ml-auto">
<div v-if="feriadosTodosProximos.length" class="relative">
<Button icon="pi pi-bell" :severity="feriadosSemBloqueio.length ? 'danger' : 'secondary'" outlined class="h-9 w-9 rounded-full" @click="feriadosAlertaOpen = true" />
<span v-if="feriadosSemBloqueio.length" class="absolute -top-1 -right-1 min-w-[16px] h-4 px-1 rounded-full bg-red-500 text-white text-[0.65rem] font-bold flex items-center justify-center pointer-events-none">{{
@@ -2411,7 +2413,7 @@ onMounted(async () => {
<div
ref="foraJornadaBannerRef"
v-if="hasEventsOutsideWorkHours"
class="mx-3 md:mx-4 mb-3 rounded-[6px] p-3"
class="my-3 mx-3 md:mx-4 rounded-[6px] p-3"
style="background: color-mix(in srgb, var(--yellow-400, #facc15) 10%, var(--surface-card)); border: 1px solid color-mix(in srgb, var(--yellow-400, #facc15) 35%, transparent)"
>
<div class="flex items-center gap-3">
@@ -2423,11 +2425,15 @@ onMounted(async () => {
<!-- GRID 3 COLUNAS -->
<!-- Overlay mobile -->
<div v-if="agPanelOpen" class="fixed inset-0 bg-black/40 backdrop-blur-sm z-[39] xl:hidden" @click="agPanelOpen = false" />
<div
v-if="agPanelOpen"
class="fixed left-0 right-0 bottom-0 top-[calc(var(--notice-banner-height,0px)+56px)] bg-black/40 backdrop-blur-sm z-[39] xl:hidden"
@click="agPanelOpen = false"
/>
<!-- Drawer mobile: col esquerda + col direita empilhadas -->
<aside
class="panel-drawer fixed top-0 left-0 h-[100dvh] w-[min(340px,88vw)] z-40 bg-[var(--surface-card)] border-r border-[var(--surface-border)] shadow-[4px_0_24px_rgba(0,0,0,0.12)] transition-[transform,visibility] duration-[250ms] ease-[cubic-bezier(0.4,0,0.2,1)]"
class="panel-drawer fixed top-[calc(var(--notice-banner-height,0px)+56px)] left-0 h-[calc(100dvh-var(--notice-banner-height,0px)-56px)] w-[min(340px,88vw)] z-40 bg-[var(--surface-card)] border-r border-[var(--surface-border)] shadow-[4px_0_24px_rgba(0,0,0,0.12)] transition-[transform,visibility] duration-[250ms] ease-[cubic-bezier(0.4,0,0.2,1)]"
:class="agPanelOpen ? 'translate-x-0 visible' : '-translate-x-full invisible'"
>
<div class="flex flex-col gap-3 p-4 h-full overflow-y-auto">
@@ -2668,22 +2674,23 @@ onMounted(async () => {
<!-- COL 1: Mini calendário + Jornada + Feriados -->
<div class="hidden xl:flex flex-col gap-3 w-full xl:w-[25%] shrink-0">
<div class="border border-[var(--surface-border)] rounded-md bg-[var(--surface-card)] p-3">
<div class="flex items-center justify-between">
<div class="flex items-center justify-between min-w-0">
<!--<span class="flex items-center gap-1.5 text-[1rem] font-bold uppercase tracking-[0.06em] text-[var(--text-color-secondary)] opacity-65"><i class="pi pi-calendar" />{{ visibleTitle }}</span>-->
<div class="flex items-center gap-2 mb-2">
<div class="flex items-center gap-2 mb-2 min-w-0 flex-1">
<!--<Button icon="pi pi-home" severity="secondary" text class="h-7 w-7 rounded-full" v-tooltip.top="'Hoje'" @click="miniGoToday" />
<Button icon="pi pi-chevron-left" severity="secondary" text class="h-7 w-7 rounded-full" @click="miniPrevMonth" />
<Button icon="pi pi-chevron-right" severity="secondary" text class="h-7 w-7 rounded-full" @click="miniNextMonth" />-->
<Button label="Hoje" severity="secondary" outlined size="small" class="rounded-full" @click="goToday" />
<Button icon="pi pi-chevron-left" severity="secondary" outlined class="h-8 w-8 rounded-full" @click="goPrev" />
<Button label="Hoje" severity="secondary" outlined size="small" class="rounded-full shrink-0" @click="goToday" />
<Button icon="pi pi-chevron-left" severity="secondary" outlined class="h-8 w-8 rounded-full shrink-0" @click="goPrev" />
<span
class="inline-flex items-center gap-1.5 px-3 py-1 rounded-full border border-[var(--surface-border)] bg-[var(--surface-ground)] text-sm font-semibold text-[var(--text-color)] cursor-pointer whitespace-nowrap transition-colors duration-150 hover:border-[var(--p-primary-400)]"
v-tooltip.top="subtitleText"
class="inline-flex flex-1 min-w-0 items-center gap-1.5 px-3 py-1 rounded-full border border-[var(--surface-border)] bg-[var(--surface-ground)] text-sm font-semibold text-[var(--text-color)] cursor-pointer transition-colors duration-150 hover:border-[var(--p-primary-400)]"
@click="toggleMonthPicker"
>
<i class="pi pi-calendar text-xs opacity-60" />
{{ subtitleText }}
<i class="pi pi-calendar text-xs opacity-60 shrink-0" />
<span class="truncate">{{ subtitleText }}</span>
</span>
<Button icon="pi pi-chevron-right" severity="secondary" outlined class="h-8 w-8 rounded-full" @click="goNext" />
<Button icon="pi pi-chevron-right" severity="secondary" outlined class="h-8 w-8 rounded-full shrink-0" @click="goNext" />
</div>
</div>
<DatePicker v-model="miniDate" inline class="w-full" @update:modelValue="onMiniPick" :pt="{ day: ({ context }) => ({ class: miniDayClass(context.date) }) }">