Files
agenciapsilmno/database-novo/schema/04_tables/financeiro.sql
T
Leonardo 2644e60bb6 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.

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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".

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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

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GRUPO 2 — AUTOMAÇÃO
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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)
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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
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- 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)
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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
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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
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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>
2026-04-23 07:05:24 -03:00

202 lines
8.8 KiB
SQL

-- Tables: Financeiro
-- Gerado automaticamente em 2026-04-21T23:16:34.954Z
-- Total: 10
CREATE TABLE public.financial_records (
id uuid DEFAULT gen_random_uuid() NOT NULL,
owner_id uuid NOT NULL,
tenant_id uuid NOT NULL,
type public.financial_record_type DEFAULT 'receita'::public.financial_record_type NOT NULL,
amount numeric(10,2) NOT NULL,
description text,
category text,
payment_method text,
paid_at timestamp with time zone,
due_date date,
installments smallint DEFAULT 1,
installment_number smallint DEFAULT 1,
installment_group uuid,
agenda_evento_id uuid,
patient_id uuid,
clinic_fee_pct numeric(5,2) DEFAULT 0,
clinic_fee_amount numeric(10,2) DEFAULT 0,
net_amount numeric(10,2) GENERATED ALWAYS AS ((amount - clinic_fee_amount)) STORED,
insurance_plan_id uuid,
notes text,
tags text[],
created_at timestamp with time zone DEFAULT now() NOT NULL,
updated_at timestamp with time zone DEFAULT now() NOT NULL,
deleted_at timestamp with time zone,
discount_amount numeric(10,2) DEFAULT 0 NOT NULL,
final_amount numeric(10,2) DEFAULT 0 NOT NULL,
status text DEFAULT 'pending'::text NOT NULL,
category_id uuid,
CONSTRAINT financial_records_amount_check CHECK ((amount >= (0)::numeric)),
CONSTRAINT financial_records_clinic_fee_amount_check CHECK ((clinic_fee_amount >= (0)::numeric)),
CONSTRAINT financial_records_clinic_fee_pct_check CHECK (((clinic_fee_pct >= (0)::numeric) AND (clinic_fee_pct <= (100)::numeric))),
CONSTRAINT financial_records_discount_amount_check CHECK ((discount_amount >= (0)::numeric)),
CONSTRAINT financial_records_fee_lte_amount_chk CHECK (((clinic_fee_amount IS NULL) OR ((clinic_fee_amount >= (0)::numeric) AND (clinic_fee_amount <= amount)))),
CONSTRAINT financial_records_final_amount_check CHECK ((final_amount >= (0)::numeric)),
CONSTRAINT financial_records_installments_check CHECK ((installments >= 1)),
CONSTRAINT financial_records_status_check CHECK ((status = ANY (ARRAY['pending'::text, 'paid'::text, 'partial'::text, 'overdue'::text, 'cancelled'::text, 'refunded'::text])))
);
CREATE TABLE public.therapist_payouts (
id uuid DEFAULT gen_random_uuid() NOT NULL,
owner_id uuid NOT NULL,
tenant_id uuid NOT NULL,
period_start date NOT NULL,
period_end date NOT NULL,
total_sessions integer DEFAULT 0 NOT NULL,
gross_amount numeric(10,2) DEFAULT 0 NOT NULL,
clinic_fee_total numeric(10,2) DEFAULT 0 NOT NULL,
net_amount numeric(10,2) DEFAULT 0 NOT NULL,
status text DEFAULT 'pending'::text NOT NULL,
paid_at timestamp with time zone,
notes text,
created_at timestamp with time zone DEFAULT now() NOT NULL,
updated_at timestamp with time zone DEFAULT now() NOT NULL,
CONSTRAINT therapist_payouts_clinic_fee_total_check CHECK ((clinic_fee_total >= (0)::numeric)),
CONSTRAINT therapist_payouts_gross_amount_check CHECK ((gross_amount >= (0)::numeric)),
CONSTRAINT therapist_payouts_net_amount_check CHECK ((net_amount >= (0)::numeric)),
CONSTRAINT therapist_payouts_period_chk CHECK ((period_end >= period_start)),
CONSTRAINT therapist_payouts_status_check CHECK ((status = ANY (ARRAY['pending'::text, 'paid'::text, 'cancelled'::text])))
);
CREATE TABLE public.financial_categories (
id uuid DEFAULT gen_random_uuid() NOT NULL,
user_id uuid NOT NULL,
name text NOT NULL,
type public.financial_record_type DEFAULT 'receita'::public.financial_record_type NOT NULL,
color text DEFAULT '#6366f1'::text,
icon text DEFAULT 'pi pi-tag'::text,
sort_order integer DEFAULT 0,
created_at timestamp with time zone DEFAULT now() NOT NULL
);
CREATE TABLE public.financial_exceptions (
id uuid DEFAULT gen_random_uuid() NOT NULL,
owner_id uuid,
tenant_id uuid NOT NULL,
exception_type text NOT NULL,
charge_mode text NOT NULL,
charge_value numeric(10,2),
charge_pct numeric(5,2),
min_hours_notice integer,
created_at timestamp with time zone DEFAULT now(),
updated_at timestamp with time zone DEFAULT now(),
CONSTRAINT financial_exceptions_charge_chk CHECK ((charge_mode = ANY (ARRAY['none'::text, 'full'::text, 'fixed_fee'::text, 'percentage'::text]))),
CONSTRAINT financial_exceptions_type_chk CHECK ((exception_type = ANY (ARRAY['patient_no_show'::text, 'patient_cancellation'::text, 'professional_cancellation'::text])))
);
CREATE TABLE public.payment_settings (
id uuid DEFAULT gen_random_uuid() NOT NULL,
owner_id uuid NOT NULL,
tenant_id uuid,
pix_ativo boolean DEFAULT false NOT NULL,
pix_tipo text DEFAULT 'cpf'::text NOT NULL,
pix_chave text DEFAULT ''::text NOT NULL,
pix_nome_titular text DEFAULT ''::text NOT NULL,
deposito_ativo boolean DEFAULT false NOT NULL,
deposito_banco text DEFAULT ''::text NOT NULL,
deposito_agencia text DEFAULT ''::text NOT NULL,
deposito_conta text DEFAULT ''::text NOT NULL,
deposito_tipo_conta text DEFAULT 'corrente'::text NOT NULL,
deposito_titular text DEFAULT ''::text NOT NULL,
deposito_cpf_cnpj text DEFAULT ''::text NOT NULL,
dinheiro_ativo boolean DEFAULT false NOT NULL,
cartao_ativo boolean DEFAULT false NOT NULL,
cartao_instrucao text DEFAULT ''::text NOT NULL,
convenio_ativo boolean DEFAULT false NOT NULL,
convenio_lista text DEFAULT ''::text NOT NULL,
observacoes_pagamento text DEFAULT ''::text NOT NULL,
created_at timestamp with time zone DEFAULT now(),
updated_at timestamp with time zone DEFAULT now()
);
CREATE TABLE public.professional_pricing (
id uuid DEFAULT gen_random_uuid() NOT NULL,
owner_id uuid NOT NULL,
tenant_id uuid NOT NULL,
determined_commitment_id uuid,
price numeric(10,2) NOT NULL,
notes text,
created_at timestamp with time zone DEFAULT now(),
updated_at timestamp with time zone DEFAULT now()
);
CREATE TABLE public.recurrence_exceptions (
id uuid DEFAULT gen_random_uuid() NOT NULL,
recurrence_id uuid NOT NULL,
tenant_id uuid NOT NULL,
original_date date NOT NULL,
type public.recurrence_exception_type NOT NULL,
new_date date,
new_start_time time without time zone,
new_end_time time without time zone,
modalidade text,
observacoes text,
titulo_custom text,
extra_fields jsonb,
reason text,
agenda_evento_id uuid,
created_at timestamp with time zone DEFAULT now() NOT NULL
);
CREATE TABLE public.recurrence_rule_services (
id uuid DEFAULT gen_random_uuid() NOT NULL,
rule_id uuid NOT NULL,
service_id uuid NOT NULL,
quantity integer DEFAULT 1 NOT NULL,
unit_price numeric(10,2) NOT NULL,
discount_pct numeric(5,2) DEFAULT 0,
discount_flat numeric(10,2) DEFAULT 0,
final_price numeric(10,2) NOT NULL,
created_at timestamp with time zone DEFAULT now(),
CONSTRAINT recurrence_rule_services_disc_flat_chk CHECK ((discount_flat >= (0)::numeric)),
CONSTRAINT recurrence_rule_services_disc_pct_chk CHECK (((discount_pct >= (0)::numeric) AND (discount_pct <= (100)::numeric))),
CONSTRAINT recurrence_rule_services_final_price_chk CHECK ((final_price >= (0)::numeric)),
CONSTRAINT recurrence_rule_services_quantity_chk CHECK ((quantity > 0))
);
CREATE TABLE public.recurrence_rules (
id uuid DEFAULT gen_random_uuid() NOT NULL,
tenant_id uuid NOT NULL,
owner_id uuid NOT NULL,
therapist_id uuid,
patient_id uuid,
determined_commitment_id uuid,
type public.recurrence_type DEFAULT 'weekly'::public.recurrence_type NOT NULL,
"interval" smallint DEFAULT 1 NOT NULL,
weekdays smallint[] DEFAULT '{}'::smallint[] NOT NULL,
start_time time without time zone NOT NULL,
end_time time without time zone NOT NULL,
timezone text DEFAULT 'America/Sao_Paulo'::text NOT NULL,
duration_min smallint DEFAULT 50 NOT NULL,
start_date date NOT NULL,
end_date date,
max_occurrences integer,
open_ended boolean DEFAULT true NOT NULL,
modalidade text DEFAULT 'presencial'::text,
titulo_custom text,
observacoes text,
extra_fields jsonb,
status text DEFAULT 'ativo'::text NOT NULL,
created_at timestamp with time zone DEFAULT now() NOT NULL,
updated_at timestamp with time zone DEFAULT now() NOT NULL,
price numeric(10,2),
insurance_plan_id uuid,
insurance_guide_number text,
insurance_value numeric(10,2),
insurance_plan_service_id uuid,
CONSTRAINT recurrence_rules_dates_chk CHECK (((end_date IS NULL) OR (end_date >= start_date))),
CONSTRAINT recurrence_rules_interval_chk CHECK (("interval" >= 1)),
CONSTRAINT recurrence_rules_status_check CHECK ((status = ANY (ARRAY['ativo'::text, 'pausado'::text, 'cancelado'::text]))),
CONSTRAINT recurrence_rules_times_chk CHECK ((end_time > start_time))
);
CREATE TABLE public.therapist_payout_records (
payout_id uuid NOT NULL,
financial_record_id uuid NOT NULL
);