diff --git a/database-novo/migrations/20260423000007_conversation_bot.sql b/database-novo/migrations/20260423000007_conversation_bot.sql new file mode 100644 index 0000000..857cf0e --- /dev/null +++ b/database-novo/migrations/20260423000007_conversation_bot.sql @@ -0,0 +1,182 @@ +-- ========================================================================== +-- Agencia PSI — Migracao: Bot de auto-triagem WhatsApp (Grupo 3.7) +-- ========================================================================== +-- Criado por: Leonardo Nohama +-- Data: 2026-04-23 · Sao Carlos/SP — Brasil +-- +-- Bot que coleta nome + motivo + preferencias antes de encaminhar o +-- paciente pro fluxo humano. Evita que terapeuta tenha que fazer +-- perguntas basicas toda vez que chega um lead novo no WhatsApp. +-- +-- Modelo: +-- conversation_bots → config (1 por tenant) +-- conversation_bot_sessions → estado ativo por thread +-- +-- Fluxo: +-- 1. Paciente novo manda inbound +-- 2. Edge evolution-whatsapp-inbound cria session no step 0 e envia +-- greeting + primeira pergunta (steps[0].prompt) +-- 3. Proxima inbound: salva resposta em collected_data[steps[0].variable], +-- avanca step, envia proxima pergunta +-- 4. Quando passa do ultimo step: envia closing_message, marca session +-- como 'completed', cria conversation_note com resumo das respostas +-- +-- Interrupcoes: +-- - Paciente pede opt-out (keywords) → bot sai, session 'opted_out' +-- - Humano assume a conversa (conversation_assignments) → bot sai, 'abandoned_manual' +-- - Session sem resposta > idle_timeout → 'abandoned_idle' (job futuro) +-- +-- UNIQUE parcial garante 1 sessao ativa por thread. +-- ========================================================================== + +-- --------------------------------------------------------------------------- +-- Tabela: conversation_bots (config) +-- --------------------------------------------------------------------------- +CREATE TABLE IF NOT EXISTS public.conversation_bots ( + tenant_id UUID PRIMARY KEY REFERENCES public.tenants(id) ON DELETE CASCADE, + + enabled BOOLEAN NOT NULL DEFAULT false, + + greeting_message TEXT NOT NULL DEFAULT 'Olá! 👋 Sou o assistente virtual. Vou te fazer algumas perguntas rápidas pra a equipe preparar seu atendimento.', + closing_message TEXT NOT NULL DEFAULT 'Obrigado! Recebemos suas informações e a equipe entrará em contato em breve. 💙', + + -- Array de steps: [{ "prompt": "...", "variable": "...", "type": "text" }] + steps JSONB NOT NULL DEFAULT jsonb_build_array( + jsonb_build_object('prompt', 'Qual seu nome completo?', 'variable', 'nome_completo', 'type', 'text'), + jsonb_build_object('prompt', 'O que te levou a buscar atendimento? Pode me contar brevemente.', 'variable', 'motivo', 'type', 'text'), + jsonb_build_object('prompt', 'Prefere atendimento online ou presencial?', 'variable', 'modalidade', 'type', 'text'), + jsonb_build_object('prompt', 'Qual o melhor dia e horário pra você? (Ex: terça à tarde)', 'variable', 'horario_preferido', 'type', 'text') + ), + + -- Gatilho: quem dispara o bot? + trigger_mode TEXT NOT NULL DEFAULT 'new_contact' + CHECK (trigger_mode IN ('new_contact', 'all_unassigned', 'keyword')), + -- Usado quando trigger_mode='keyword' + trigger_keywords TEXT[] NOT NULL DEFAULT ARRAY[]::TEXT[], + + -- Abandono automatico: se session fica ativa sem avancar por N min + idle_timeout_minutes INT NOT NULL DEFAULT 30 CHECK (idle_timeout_minutes >= 5 AND idle_timeout_minutes <= 1440), + + -- Se bot deve encerrar quando paciente usa keyword de opt-out + respect_optout BOOLEAN NOT NULL DEFAULT true, + + created_at TIMESTAMPTZ NOT NULL DEFAULT now(), + updated_at TIMESTAMPTZ NOT NULL DEFAULT now() +); + +DROP TRIGGER IF EXISTS trg_conv_bots_updated_at ON public.conversation_bots; +CREATE TRIGGER trg_conv_bots_updated_at + BEFORE UPDATE ON public.conversation_bots + FOR EACH ROW EXECUTE FUNCTION public.set_updated_at(); + +COMMENT ON TABLE public.conversation_bots IS + 'Config do bot de triagem WhatsApp por tenant. steps contem array de perguntas.'; + + +-- --------------------------------------------------------------------------- +-- Tabela: conversation_bot_sessions (estado) +-- --------------------------------------------------------------------------- +CREATE TABLE IF NOT EXISTS public.conversation_bot_sessions ( + id UUID PRIMARY KEY DEFAULT gen_random_uuid(), + tenant_id UUID NOT NULL REFERENCES public.tenants(id) ON DELETE CASCADE, + thread_key TEXT NOT NULL, + contact_number TEXT, + + current_step INT NOT NULL DEFAULT 0, + collected_data JSONB NOT NULL DEFAULT '{}'::jsonb, + + status TEXT NOT NULL DEFAULT 'active' + CHECK (status IN ('active', 'completed', 'abandoned_idle', 'abandoned_manual', 'opted_out')), + + started_at TIMESTAMPTZ NOT NULL DEFAULT now(), + last_advance_at TIMESTAMPTZ NOT NULL DEFAULT now(), + completed_at TIMESTAMPTZ, + abandoned_at TIMESTAMPTZ, + + created_at TIMESTAMPTZ NOT NULL DEFAULT now(), + updated_at TIMESTAMPTZ NOT NULL DEFAULT now() +); + +DROP TRIGGER IF EXISTS trg_bot_sessions_updated_at ON public.conversation_bot_sessions; +CREATE TRIGGER trg_bot_sessions_updated_at + BEFORE UPDATE ON public.conversation_bot_sessions + FOR EACH ROW EXECUTE FUNCTION public.set_updated_at(); + +-- 1 sessao ativa por thread +CREATE UNIQUE INDEX IF NOT EXISTS uq_bot_sessions_active_per_thread + ON public.conversation_bot_sessions (tenant_id, thread_key) + WHERE status = 'active'; + +CREATE INDEX IF NOT EXISTS idx_bot_sessions_tenant_status + ON public.conversation_bot_sessions (tenant_id, status, started_at DESC); + +COMMENT ON TABLE public.conversation_bot_sessions IS + 'Estado do bot por thread. UNIQUE parcial garante 1 ativa por (tenant, thread).'; + + +-- --------------------------------------------------------------------------- +-- RLS +-- --------------------------------------------------------------------------- +ALTER TABLE public.conversation_bots ENABLE ROW LEVEL SECURITY; + +DROP POLICY IF EXISTS "conv_bots: select membros" ON public.conversation_bots; +CREATE POLICY "conv_bots: select membros" + ON public.conversation_bots + FOR SELECT TO authenticated + USING ( + public.is_saas_admin() + OR EXISTS ( + SELECT 1 FROM public.tenant_members tm + WHERE tm.tenant_id = conversation_bots.tenant_id + AND tm.user_id = auth.uid() + AND tm.status = 'active' + ) + ); + +DROP POLICY IF EXISTS "conv_bots: write admins" ON public.conversation_bots; +CREATE POLICY "conv_bots: write admins" + ON public.conversation_bots + FOR ALL TO authenticated + USING ( + public.is_saas_admin() + OR EXISTS ( + SELECT 1 FROM public.tenant_members tm + WHERE tm.tenant_id = conversation_bots.tenant_id + AND tm.user_id = auth.uid() + AND tm.role IN ('clinic_admin', 'tenant_admin') + AND tm.status = 'active' + ) + ) + WITH CHECK ( + public.is_saas_admin() + OR EXISTS ( + SELECT 1 FROM public.tenant_members tm + WHERE tm.tenant_id = conversation_bots.tenant_id + AND tm.user_id = auth.uid() + AND tm.role IN ('clinic_admin', 'tenant_admin') + AND tm.status = 'active' + ) + ); + + +ALTER TABLE public.conversation_bot_sessions ENABLE ROW LEVEL SECURITY; + +DROP POLICY IF EXISTS "bot_sessions: select membros" ON public.conversation_bot_sessions; +CREATE POLICY "bot_sessions: select membros" + ON public.conversation_bot_sessions + FOR SELECT TO authenticated + USING ( + public.is_saas_admin() + OR EXISTS ( + SELECT 1 FROM public.tenant_members tm + WHERE tm.tenant_id = conversation_bot_sessions.tenant_id + AND tm.user_id = auth.uid() + AND tm.status = 'active' + ) + ); + +DROP POLICY IF EXISTS "bot_sessions: write service_role" ON public.conversation_bot_sessions; +CREATE POLICY "bot_sessions: write service_role" + ON public.conversation_bot_sessions + FOR ALL TO service_role + USING (true) WITH CHECK (true); diff --git a/src/layout/ConfiguracoesPage.vue b/src/layout/ConfiguracoesPage.vue index edd758f..5df2381 100644 --- a/src/layout/ConfiguracoesPage.vue +++ b/src/layout/ConfiguracoesPage.vue @@ -165,6 +165,13 @@ const grupos = [ icon: 'pi pi-stopwatch', to: '/configuracoes/conversas-sla' }, + { + key: 'conversas-bots', + label: 'Bot de triagem', + desc: 'Coleta nome e motivo do paciente via WhatsApp antes de entrar no fluxo humano.', + icon: 'pi pi-android', + to: '/configuracoes/conversas-bots' + }, { key: 'lembretes-sessao', label: 'Lembretes de Sessão', diff --git a/src/layout/configuracoes/ConfiguracoesConversasBotsPage.vue b/src/layout/configuracoes/ConfiguracoesConversasBotsPage.vue new file mode 100644 index 0000000..a37a9cd --- /dev/null +++ b/src/layout/configuracoes/ConfiguracoesConversasBotsPage.vue @@ -0,0 +1,399 @@ + + + +