Files
Leonardo c2c42a1620 3.7 Bot auto-triagem WhatsApp: config por tenant + hook nos inbound
Bot que coleta nome, motivo de busca e preferências ANTES do paciente
entrar no fluxo humano. Terapeuta abre a conversa e já encontra
resumo em conversation_notes.

Banco (migration 20260423000007):
- conversation_bots: config 1 por tenant. enabled, greeting/closing
  messages, steps (JSONB array de {prompt, variable, type}), trigger_mode
  (new_contact | all_unassigned | keyword), trigger_keywords[],
  idle_timeout_minutes, respect_optout.
  Defaults vêm com 4 perguntas úteis: nome, motivo, modalidade,
  horário preferido.
- conversation_bot_sessions: estado por thread. current_step,
  collected_data JSONB, status (active | completed | abandoned_idle |
  abandoned_manual | opted_out). UNIQUE parcial garante 1 ativa por
  (tenant, thread).
- RLS: leitura tenant/saas_admin, escrita admins (config) + service_role
  (sessions, só edge altera).

Shared (_shared/whatsapp-hooks.ts):
- maybeProcessBot: carrega config, busca sessão ativa, avança step
  com resposta, envia próxima pergunta via SendFn. Ao esgotar steps,
  envia closing + cria conversation_notes com resumo das variáveis
  coletadas. Se humano assume (conversation_assignments preenchido),
  sessão marca 'abandoned_manual' e bot sai.
- Trigger modes:
  - 'new_contact' (default): só inicia pra thread sem histórico bot
    E sem paciente vinculado (lead real).
  - 'all_unassigned': qualquer thread sem assignee.
  - 'keyword': matched contra lista; normalizeForMatch já existe.

Integração nos inbound (ambos providers):
- evolution-whatsapp-inbound: chama maybeProcessBot após opt-in/opt-out,
  ANTES do auto-reply. Se bot processou, skip auto-reply (senão duas
  respostas sobrepostas).
- twilio-whatsapp-inbound: idem, usando makeTwilioCreditedSendFn pra
  cobrar crédito de cada mensagem enviada pelo bot.

UI (/configuracoes/conversas-bots):
- Toggle enabled + Select trigger_mode + (se keyword) chips de keywords.
- Textareas greeting/closing.
- Editor de steps: reordenar (up/down), remover, add, editor com prompt
  e variable (regex /^[a-z_][a-z0-9_]*$/).
- Botão "Padrão" restaura mensagens/steps default.
- InputNumber idle_timeout + toggle respect_optout.
- Card inferior: últimas 30 sessões (7 dias) com status, contato,
  nome coletado (primeiro campo), progresso (step X/N), início.
- Entrada na landing de configurações + rota /configuracoes/conversas-bots.

Caveat conhecido: a resolução de conversation_notes.created_by usa
o primeiro admin ativo do tenant (pickAnyAdmin). Pra uma v2 seria
ideal ter um user "bot" sintético dedicado.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-23 13:54:53 -03:00

592 lines
22 KiB
TypeScript

/*
|--------------------------------------------------------------------------
| Agência PSI — Shared hooks: WhatsApp opt-out + auto-reply
|--------------------------------------------------------------------------
| Logica provider-agnostica compartilhada entre evolution-whatsapp-inbound
| e twilio-whatsapp-inbound. Cada provider injeta seu proprio SendFn —
| Evolution envia direto via API (sem deducao de credito), Twilio envolve
| o envio em deducao atomica com rollback.
|--------------------------------------------------------------------------
*/
import type { SupabaseClient } from 'https://esm.sh/@supabase/supabase-js@2'
// Provider deve prover uma funcao de envio de texto puro
export type SendFn = (phone: string, text: string) => Promise<{ ok: boolean; messageId?: string | null; error?: string }>
export type ProviderLabel = 'evolution' | 'twilio'
export function buildThreadKey(patientId: string | null, phone: string | null): string {
if (patientId) return patientId
return `anon:${phone ?? 'unknown'}`
}
export function normalizeForMatch(s: string | null | undefined): string {
return String(s ?? '')
.toLowerCase()
.normalize('NFD')
.replace(/[̀-ͯ]/g, '')
.replace(/[^\p{L}\p{N}\s]/gu, ' ')
.replace(/\s+/g, ' ')
.trim()
}
// ═══════════════════════════════════════════════════════════════════════
// Opt-out (LGPD)
// ═══════════════════════════════════════════════════════════════════════
export async function detectOptoutKeyword(
supa: SupabaseClient,
tenantId: string,
body: string | null
): Promise<string | null> {
if (!body) return null
const normalized = normalizeForMatch(body)
if (!normalized) return null
const { data } = await supa
.from('conversation_optout_keywords')
.select('keyword')
.or(`tenant_id.is.null,tenant_id.eq.${tenantId}`)
.eq('enabled', true)
if (!data || !data.length) return null
for (const row of data) {
const kw = normalizeForMatch(row.keyword)
if (!kw) continue
if (normalized === kw) return row.keyword
const pattern = new RegExp(`(^|\\s)${kw.replace(/[.*+?^${}()|[\]\\]/g, '\\$&')}(\\s|$)`)
if (pattern.test(normalized)) return row.keyword
}
return null
}
export async function isOptedOut(supa: SupabaseClient, tenantId: string, phone: string): Promise<boolean> {
const { data } = await supa
.from('conversation_optouts')
.select('id')
.eq('tenant_id', tenantId)
.eq('phone', phone)
.is('opted_back_in_at', null)
.limit(1)
.maybeSingle()
return !!data
}
const OPT_IN_KEYWORDS = ['voltar', 'retornar', 'reativar', 'restart']
export async function maybeOptIn(
supa: SupabaseClient,
tenantId: string,
phone: string,
body: string | null
): Promise<boolean> {
if (!body) return false
const normalized = normalizeForMatch(body)
if (!normalized) return false
for (const kw of OPT_IN_KEYWORDS) {
if (normalized === kw || new RegExp(`(^|\\s)${kw}(\\s|$)`).test(normalized)) {
const { data } = await supa
.from('conversation_optouts')
.update({ opted_back_in_at: new Date().toISOString() })
.eq('tenant_id', tenantId)
.eq('phone', phone)
.is('opted_back_in_at', null)
.select('id')
.maybeSingle()
return !!data
}
}
return false
}
export async function registerOptout(
supa: SupabaseClient,
tenantId: string,
phone: string,
patientId: string | null,
originalMessage: string | null,
keywordMatched: string,
provider: ProviderLabel,
sendFn: SendFn
): Promise<void> {
const { data: existing } = await supa
.from('conversation_optouts')
.select('id')
.eq('tenant_id', tenantId)
.eq('phone', phone)
.is('opted_back_in_at', null)
.maybeSingle()
if (existing) return
await supa.from('conversation_optouts').insert({
tenant_id: tenantId,
phone,
patient_id: patientId,
source: 'keyword',
keyword_matched: keywordMatched,
original_message: (originalMessage || '').slice(0, 500)
})
const ackText = 'OK! Não enviaremos mais mensagens automáticas. Você ainda pode falar com seu terapeuta diretamente quando quiser. Para voltar a receber, envie VOLTAR.'
try {
const res = await sendFn(phone, ackText)
if (res.ok) {
await supa.from('conversation_messages').insert({
tenant_id: tenantId,
patient_id: patientId,
channel: 'whatsapp',
direction: 'outbound',
from_number: null,
to_number: phone,
body: ackText,
provider,
provider_message_id: res.messageId ?? null,
provider_raw: { optout_ack: true },
kanban_status: 'resolved',
responded_at: new Date().toISOString()
})
} else {
console.error('[optout] ack send failed:', res.error)
}
} catch (err) {
console.error('[optout] ack send error:', err)
}
}
// ═══════════════════════════════════════════════════════════════════════
// Auto-reply (schedule-aware, cooldown, respeita opt-out)
// ═══════════════════════════════════════════════════════════════════════
export type ScheduleWindow = { dow: number; start: string; end: string }
function hhmmToMinutes(s: string): number {
const m = String(s).match(/^(\d{1,2}):(\d{2})/)
if (!m) return -1
return parseInt(m[1], 10) * 60 + parseInt(m[2], 10)
}
function nowInSaoPaulo(): { dow: number; minutes: number } {
const now = new Date()
const fmt = new Intl.DateTimeFormat('en-US', {
timeZone: 'America/Sao_Paulo',
weekday: 'short',
hour: '2-digit',
minute: '2-digit',
hour12: false
})
const parts = fmt.formatToParts(now)
const weekday = parts.find((p) => p.type === 'weekday')?.value || 'Sun'
const hour = parseInt(parts.find((p) => p.type === 'hour')?.value || '0', 10)
const minute = parseInt(parts.find((p) => p.type === 'minute')?.value || '0', 10)
const dowMap: Record<string, number> = { Sun: 0, Mon: 1, Tue: 2, Wed: 3, Thu: 4, Fri: 5, Sat: 6 }
return { dow: dowMap[weekday] ?? 0, minutes: hour * 60 + minute }
}
function isWithinWindows(windows: ScheduleWindow[]): boolean {
if (!Array.isArray(windows) || !windows.length) return false
const { dow, minutes } = nowInSaoPaulo()
for (const w of windows) {
if (w.dow !== dow) continue
const start = hhmmToMinutes(w.start)
const end = hhmmToMinutes(w.end)
if (start < 0 || end < 0) continue
if (minutes >= start && minutes < end) return true
}
return false
}
async function windowsFromAgenda(supa: SupabaseClient, tenantId: string): Promise<ScheduleWindow[]> {
const { data, error } = await supa
.from('agenda_regras_semanais')
.select('dia_semana, hora_inicio, hora_fim, ativo')
.eq('tenant_id', tenantId)
.eq('ativo', true)
if (error || !data) return []
return data.map((r) => ({
dow: r.dia_semana,
start: String(r.hora_inicio).slice(0, 5),
end: String(r.hora_fim).slice(0, 5)
}))
}
export async function maybeSendAutoReply(
supa: SupabaseClient,
tenantId: string,
threadKey: string,
fromPhone: string | null,
provider: ProviderLabel,
sendFn: SendFn
): Promise<{ sent: boolean; reason?: string }> {
if (!fromPhone) return { sent: false, reason: 'no_phone' }
if (await isOptedOut(supa, tenantId, fromPhone)) {
return { sent: false, reason: 'opted_out' }
}
const { data: settings } = await supa
.from('conversation_autoreply_settings')
.select('enabled, message, cooldown_minutes, schedule_mode, business_hours, custom_window')
.eq('tenant_id', tenantId)
.maybeSingle()
if (!settings || !settings.enabled) return { sent: false, reason: 'disabled' }
let withinHours = false
if (settings.schedule_mode === 'agenda') {
const windows = await windowsFromAgenda(supa, tenantId)
withinHours = isWithinWindows(windows)
} else if (settings.schedule_mode === 'business_hours') {
withinHours = isWithinWindows((settings.business_hours as ScheduleWindow[]) || [])
} else if (settings.schedule_mode === 'custom') {
withinHours = isWithinWindows((settings.custom_window as ScheduleWindow[]) || [])
}
if (withinHours) return { sent: false, reason: 'within_hours' }
if ((settings.cooldown_minutes ?? 0) > 0) {
const cutoff = new Date(Date.now() - settings.cooldown_minutes * 60 * 1000).toISOString()
const { data: recent } = await supa
.from('conversation_autoreply_log')
.select('sent_at')
.eq('tenant_id', tenantId)
.eq('thread_key', threadKey)
.gte('sent_at', cutoff)
.order('sent_at', { ascending: false })
.limit(1)
.maybeSingle()
if (recent) return { sent: false, reason: 'cooldown' }
}
const sendRes = await sendFn(fromPhone, settings.message)
if (!sendRes.ok) {
console.error('[auto-reply] send failed:', sendRes.error)
return { sent: false, reason: 'send_failed' }
}
await supa.from('conversation_messages').insert({
tenant_id: tenantId,
channel: 'whatsapp',
direction: 'outbound',
from_number: null,
to_number: fromPhone,
body: settings.message,
provider,
provider_message_id: sendRes.messageId ?? null,
provider_raw: { auto_reply: true },
kanban_status: 'awaiting_patient',
responded_at: new Date().toISOString()
})
await supa.from('conversation_autoreply_log').insert({
tenant_id: tenantId,
thread_key: threadKey
})
return { sent: true }
}
// ═══════════════════════════════════════════════════════════════════════
// Twilio: send wrapper com deducao de credito + rollback
// ═══════════════════════════════════════════════════════════════════════
export type TwilioChannel = {
twilio_subaccount_sid: string
twilio_phone_number: string
credentials: { subaccount_auth_token?: string }
}
async function sendViaTwilioRaw(
channel: TwilioChannel,
toPhone: string,
text: string
): Promise<{ ok: boolean; messageId?: string; error?: string }> {
const subSid = channel.twilio_subaccount_sid
const authToken = channel.credentials?.subaccount_auth_token
const fromNumber = channel.twilio_phone_number
if (!subSid || !authToken || !fromNumber) {
return { ok: false, error: 'Twilio credenciais incompletas' }
}
const endpoint = `https://api.twilio.com/2010-04-01/Accounts/${subSid}/Messages.json`
const basicAuth = btoa(`${subSid}:${authToken}`)
const toE164 = toPhone.startsWith('+') ? toPhone : `+${toPhone}`
const params = new URLSearchParams()
params.append('From', `whatsapp:${fromNumber}`)
params.append('To', `whatsapp:${toE164}`)
params.append('Body', text)
try {
const resp = await fetch(endpoint, {
method: 'POST',
headers: { Authorization: `Basic ${basicAuth}`, 'Content-Type': 'application/x-www-form-urlencoded' },
body: params.toString()
})
const data = await resp.json().catch(() => null) as Record<string, unknown> | null
if (!resp.ok) {
return { ok: false, error: `Twilio ${resp.status}: ${(data?.message as string) || ''}` }
}
return { ok: true, messageId: String(data?.sid || '') }
} catch (e) {
return { ok: false, error: String(e) }
}
}
// Cria SendFn que:
// 1) deduz 1 credito do tenant via RPC atomica
// 2) envia via Twilio; se falhar, refunda o credito
// 3) retorna resultado ao caller
export function makeTwilioCreditedSendFn(
supa: SupabaseClient,
tenantId: string,
channel: TwilioChannel,
noteLabel: string
): SendFn {
return async (phone: string, text: string) => {
const { error: dedErr } = await supa.rpc('deduct_whatsapp_credits', {
p_tenant_id: tenantId,
p_amount: 1,
p_conversation_message_id: null,
p_note: noteLabel
})
if (dedErr) {
const insufficient = String(dedErr.message || '').includes('insufficient_credits')
return { ok: false, error: insufficient ? 'insufficient_credits' : dedErr.message }
}
const sendRes = await sendViaTwilioRaw(channel, phone, text)
if (!sendRes.ok) {
await supa.rpc('add_whatsapp_credits', {
p_tenant_id: tenantId,
p_amount: 1,
p_kind: 'refund',
p_purchase_id: null,
p_admin_id: null,
p_note: `Refund ${noteLabel}: ${(sendRes.error || '').slice(0, 180)}`
})
return { ok: false, error: sendRes.error }
}
return { ok: true, messageId: sendRes.messageId ?? null }
}
}
// ════════════════════════════════════════════════════════════════════════════
// Bot de auto-triagem (3.7)
// ════════════════════════════════════════════════════════════════════════════
type BotStep = { prompt: string; variable: string; type?: string }
type BotConfig = {
enabled: boolean
greeting_message: string
closing_message: string
steps: BotStep[]
trigger_mode: 'new_contact' | 'all_unassigned' | 'keyword'
trigger_keywords: string[]
idle_timeout_minutes: number
respect_optout: boolean
}
/**
* Verifica se o bot deve processar esta inbound. Se sim, avança/inicia
* a sessão e envia a próxima pergunta. Retorna true se processou (caller
* deve skipar auto-reply pra não empilhar respostas).
*
* Caller garante que esta função só é chamada quando:
* - mensagem é inbound (não fromMe)
* - não é opt-out
*/
export async function maybeProcessBot(
supa: SupabaseClient,
tenantId: string,
threadKey: string,
patientId: string | null,
phone: string,
body: string,
sendFn: SendFn
): Promise<{ processed: boolean; status?: string; step?: number; reason?: string }> {
const text = String(body || '').trim()
// Carrega config
const { data: cfg } = await supa
.from('conversation_bots')
.select('*')
.eq('tenant_id', tenantId)
.maybeSingle()
if (!cfg || !cfg.enabled) return { processed: false, reason: 'disabled' }
const config = cfg as BotConfig
if (!Array.isArray(config.steps) || config.steps.length === 0) {
return { processed: false, reason: 'no_steps' }
}
// Busca sessão ativa
const { data: active } = await supa
.from('conversation_bot_sessions')
.select('*')
.eq('tenant_id', tenantId)
.eq('thread_key', threadKey)
.eq('status', 'active')
.maybeSingle()
if (active) {
// Se humano já atribuiu a thread, abandona bot
const { data: assign } = await supa
.from('conversation_assignments')
.select('assigned_to')
.eq('tenant_id', tenantId)
.eq('thread_key', threadKey)
.maybeSingle()
if (assign?.assigned_to) {
await supa.from('conversation_bot_sessions')
.update({ status: 'abandoned_manual', abandoned_at: new Date().toISOString() })
.eq('id', active.id)
return { processed: false, reason: 'human_took_over' }
}
return await advanceSession(supa, config, active, text, phone, sendFn)
}
// Sem sessão ativa — decide se inicia
if (config.trigger_mode === 'new_contact') {
// Inicia só se ainda não existe nenhuma sessão (completada ou abandonada) pra essa thread
const { data: prev } = await supa
.from('conversation_bot_sessions')
.select('id')
.eq('tenant_id', tenantId)
.eq('thread_key', threadKey)
.limit(1)
.maybeSingle()
if (prev) return { processed: false, reason: 'already_bot_history' }
// Também pula se paciente já existe (é contato conhecido)
if (patientId) return { processed: false, reason: 'known_patient' }
} else if (config.trigger_mode === 'keyword') {
const normalized = normalizeForMatch(text)
const matched = (config.trigger_keywords || []).some((kw) => normalized.includes(normalizeForMatch(kw)))
if (!matched) return { processed: false, reason: 'no_keyword_match' }
}
// 'all_unassigned' passa direto
// Inicia nova sessão
return await startSession(supa, config, tenantId, threadKey, phone, sendFn)
}
async function startSession(
supa: SupabaseClient,
config: BotConfig,
tenantId: string,
threadKey: string,
phone: string,
sendFn: SendFn
): Promise<{ processed: boolean; status?: string; step?: number }> {
const { data: session, error: sessErr } = await supa
.from('conversation_bot_sessions')
.insert({
tenant_id: tenantId,
thread_key: threadKey,
contact_number: phone,
current_step: 0,
collected_data: {},
status: 'active'
})
.select('id')
.single()
if (sessErr || !session) return { processed: false }
// Manda greeting + primeira pergunta como 2 mensagens separadas
const firstPrompt = config.steps[0]?.prompt || ''
await sendFn(phone, config.greeting_message)
if (firstPrompt) await sendFn(phone, firstPrompt)
return { processed: true, status: 'started', step: 0 }
}
async function advanceSession(
supa: SupabaseClient,
config: BotConfig,
session: { id: string, current_step: number, collected_data: Record<string, unknown>, tenant_id: string, thread_key: string, contact_number: string | null },
text: string,
phone: string,
sendFn: SendFn
): Promise<{ processed: boolean; status?: string; step?: number }> {
const step = Number(session.current_step) || 0
const currentStep = config.steps[step]
if (!currentStep) {
// Segurança: step fora do range → encerra
await supa.from('conversation_bot_sessions')
.update({ status: 'completed', completed_at: new Date().toISOString() })
.eq('id', session.id)
return { processed: true, status: 'completed', step }
}
// Salva resposta do step atual
const newData = { ...(session.collected_data || {}), [currentStep.variable]: text }
const nextStep = step + 1
const isLast = nextStep >= config.steps.length
if (isLast) {
// Finaliza
await supa.from('conversation_bot_sessions')
.update({
collected_data: newData,
current_step: nextStep,
status: 'completed',
completed_at: new Date().toISOString(),
last_advance_at: new Date().toISOString()
})
.eq('id', session.id)
// Envia closing
if (config.closing_message) await sendFn(phone, config.closing_message)
// Cria nota interna com resumo
try {
const lines = config.steps.map((s) => {
const val = newData[s.variable] ?? '—'
return `${s.variable}: ${val}`
})
const summary = `🤖 Triagem automática concluída:\n\n${lines.join('\n')}`
await supa.from('conversation_notes').insert({
tenant_id: session.tenant_id,
thread_key: session.thread_key,
contact_number: session.contact_number,
body: summary,
// created_by obrigatório — usa um user "bot" fictício? Não temos. Pega qualquer admin.
created_by: await pickAnyAdmin(supa, session.tenant_id)
})
} catch (err) {
console.warn('[bot] failed to create summary note:', (err as Error)?.message)
}
return { processed: true, status: 'completed', step: nextStep }
}
// Avança pra próxima pergunta
await supa.from('conversation_bot_sessions')
.update({
collected_data: newData,
current_step: nextStep,
last_advance_at: new Date().toISOString()
})
.eq('id', session.id)
const nextPrompt = config.steps[nextStep]?.prompt || ''
if (nextPrompt) await sendFn(phone, nextPrompt)
return { processed: true, status: 'advanced', step: nextStep }
}
async function pickAnyAdmin(supa: SupabaseClient, tenantId: string): Promise<string> {
const { data } = await supa
.from('tenant_members')
.select('user_id')
.eq('tenant_id', tenantId)
.in('role', ['tenant_admin', 'clinic_admin'])
.eq('status', 'active')
.limit(1)
.maybeSingle()
return (data?.user_id as string) ?? '00000000-0000-0000-0000-000000000000'
}