c2c42a1620
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>
592 lines
22 KiB
TypeScript
592 lines
22 KiB
TypeScript
/*
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|--------------------------------------------------------------------------
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| Agência PSI — Shared hooks: WhatsApp opt-out + auto-reply
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|--------------------------------------------------------------------------
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| Logica provider-agnostica compartilhada entre evolution-whatsapp-inbound
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| e twilio-whatsapp-inbound. Cada provider injeta seu proprio SendFn —
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| Evolution envia direto via API (sem deducao de credito), Twilio envolve
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| o envio em deducao atomica com rollback.
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|--------------------------------------------------------------------------
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*/
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import type { SupabaseClient } from 'https://esm.sh/@supabase/supabase-js@2'
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// Provider deve prover uma funcao de envio de texto puro
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export type SendFn = (phone: string, text: string) => Promise<{ ok: boolean; messageId?: string | null; error?: string }>
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export type ProviderLabel = 'evolution' | 'twilio'
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export function buildThreadKey(patientId: string | null, phone: string | null): string {
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if (patientId) return patientId
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return `anon:${phone ?? 'unknown'}`
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}
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export function normalizeForMatch(s: string | null | undefined): string {
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return String(s ?? '')
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.toLowerCase()
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.normalize('NFD')
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.replace(/[̀-ͯ]/g, '')
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.replace(/[^\p{L}\p{N}\s]/gu, ' ')
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.replace(/\s+/g, ' ')
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.trim()
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}
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// ═══════════════════════════════════════════════════════════════════════
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// Opt-out (LGPD)
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// ═══════════════════════════════════════════════════════════════════════
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export async function detectOptoutKeyword(
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supa: SupabaseClient,
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tenantId: string,
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body: string | null
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): Promise<string | null> {
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if (!body) return null
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const normalized = normalizeForMatch(body)
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if (!normalized) return null
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const { data } = await supa
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.from('conversation_optout_keywords')
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.select('keyword')
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.or(`tenant_id.is.null,tenant_id.eq.${tenantId}`)
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.eq('enabled', true)
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if (!data || !data.length) return null
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for (const row of data) {
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const kw = normalizeForMatch(row.keyword)
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if (!kw) continue
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if (normalized === kw) return row.keyword
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const pattern = new RegExp(`(^|\\s)${kw.replace(/[.*+?^${}()|[\]\\]/g, '\\$&')}(\\s|$)`)
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if (pattern.test(normalized)) return row.keyword
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}
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return null
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}
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export async function isOptedOut(supa: SupabaseClient, tenantId: string, phone: string): Promise<boolean> {
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const { data } = await supa
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.from('conversation_optouts')
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.select('id')
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.eq('tenant_id', tenantId)
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.eq('phone', phone)
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.is('opted_back_in_at', null)
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.limit(1)
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.maybeSingle()
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return !!data
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}
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const OPT_IN_KEYWORDS = ['voltar', 'retornar', 'reativar', 'restart']
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export async function maybeOptIn(
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supa: SupabaseClient,
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tenantId: string,
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phone: string,
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body: string | null
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): Promise<boolean> {
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if (!body) return false
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const normalized = normalizeForMatch(body)
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if (!normalized) return false
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for (const kw of OPT_IN_KEYWORDS) {
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if (normalized === kw || new RegExp(`(^|\\s)${kw}(\\s|$)`).test(normalized)) {
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const { data } = await supa
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.from('conversation_optouts')
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.update({ opted_back_in_at: new Date().toISOString() })
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.eq('tenant_id', tenantId)
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.eq('phone', phone)
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.is('opted_back_in_at', null)
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.select('id')
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.maybeSingle()
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return !!data
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}
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}
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return false
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}
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export async function registerOptout(
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supa: SupabaseClient,
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tenantId: string,
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phone: string,
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patientId: string | null,
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originalMessage: string | null,
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keywordMatched: string,
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provider: ProviderLabel,
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sendFn: SendFn
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): Promise<void> {
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const { data: existing } = await supa
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.from('conversation_optouts')
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.select('id')
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.eq('tenant_id', tenantId)
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.eq('phone', phone)
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.is('opted_back_in_at', null)
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.maybeSingle()
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if (existing) return
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await supa.from('conversation_optouts').insert({
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tenant_id: tenantId,
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phone,
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patient_id: patientId,
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source: 'keyword',
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keyword_matched: keywordMatched,
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original_message: (originalMessage || '').slice(0, 500)
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})
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const ackText = 'OK! Não enviaremos mais mensagens automáticas. Você ainda pode falar com seu terapeuta diretamente quando quiser. Para voltar a receber, envie VOLTAR.'
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try {
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const res = await sendFn(phone, ackText)
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if (res.ok) {
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await supa.from('conversation_messages').insert({
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tenant_id: tenantId,
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patient_id: patientId,
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channel: 'whatsapp',
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direction: 'outbound',
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from_number: null,
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to_number: phone,
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body: ackText,
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provider,
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provider_message_id: res.messageId ?? null,
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provider_raw: { optout_ack: true },
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kanban_status: 'resolved',
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responded_at: new Date().toISOString()
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})
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} else {
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console.error('[optout] ack send failed:', res.error)
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}
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} catch (err) {
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console.error('[optout] ack send error:', err)
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}
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}
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// ═══════════════════════════════════════════════════════════════════════
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// Auto-reply (schedule-aware, cooldown, respeita opt-out)
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// ═══════════════════════════════════════════════════════════════════════
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export type ScheduleWindow = { dow: number; start: string; end: string }
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function hhmmToMinutes(s: string): number {
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const m = String(s).match(/^(\d{1,2}):(\d{2})/)
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if (!m) return -1
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return parseInt(m[1], 10) * 60 + parseInt(m[2], 10)
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}
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function nowInSaoPaulo(): { dow: number; minutes: number } {
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const now = new Date()
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const fmt = new Intl.DateTimeFormat('en-US', {
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timeZone: 'America/Sao_Paulo',
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weekday: 'short',
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hour: '2-digit',
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minute: '2-digit',
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hour12: false
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})
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const parts = fmt.formatToParts(now)
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const weekday = parts.find((p) => p.type === 'weekday')?.value || 'Sun'
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const hour = parseInt(parts.find((p) => p.type === 'hour')?.value || '0', 10)
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const minute = parseInt(parts.find((p) => p.type === 'minute')?.value || '0', 10)
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const dowMap: Record<string, number> = { Sun: 0, Mon: 1, Tue: 2, Wed: 3, Thu: 4, Fri: 5, Sat: 6 }
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return { dow: dowMap[weekday] ?? 0, minutes: hour * 60 + minute }
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}
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function isWithinWindows(windows: ScheduleWindow[]): boolean {
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if (!Array.isArray(windows) || !windows.length) return false
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const { dow, minutes } = nowInSaoPaulo()
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for (const w of windows) {
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if (w.dow !== dow) continue
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const start = hhmmToMinutes(w.start)
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const end = hhmmToMinutes(w.end)
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if (start < 0 || end < 0) continue
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if (minutes >= start && minutes < end) return true
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}
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return false
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}
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async function windowsFromAgenda(supa: SupabaseClient, tenantId: string): Promise<ScheduleWindow[]> {
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const { data, error } = await supa
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.from('agenda_regras_semanais')
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.select('dia_semana, hora_inicio, hora_fim, ativo')
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.eq('tenant_id', tenantId)
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.eq('ativo', true)
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if (error || !data) return []
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return data.map((r) => ({
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dow: r.dia_semana,
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start: String(r.hora_inicio).slice(0, 5),
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end: String(r.hora_fim).slice(0, 5)
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}))
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}
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export async function maybeSendAutoReply(
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supa: SupabaseClient,
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tenantId: string,
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threadKey: string,
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fromPhone: string | null,
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provider: ProviderLabel,
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sendFn: SendFn
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): Promise<{ sent: boolean; reason?: string }> {
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if (!fromPhone) return { sent: false, reason: 'no_phone' }
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if (await isOptedOut(supa, tenantId, fromPhone)) {
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return { sent: false, reason: 'opted_out' }
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}
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const { data: settings } = await supa
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.from('conversation_autoreply_settings')
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.select('enabled, message, cooldown_minutes, schedule_mode, business_hours, custom_window')
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.eq('tenant_id', tenantId)
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.maybeSingle()
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if (!settings || !settings.enabled) return { sent: false, reason: 'disabled' }
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let withinHours = false
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if (settings.schedule_mode === 'agenda') {
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const windows = await windowsFromAgenda(supa, tenantId)
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withinHours = isWithinWindows(windows)
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} else if (settings.schedule_mode === 'business_hours') {
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withinHours = isWithinWindows((settings.business_hours as ScheduleWindow[]) || [])
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} else if (settings.schedule_mode === 'custom') {
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withinHours = isWithinWindows((settings.custom_window as ScheduleWindow[]) || [])
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}
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if (withinHours) return { sent: false, reason: 'within_hours' }
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if ((settings.cooldown_minutes ?? 0) > 0) {
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const cutoff = new Date(Date.now() - settings.cooldown_minutes * 60 * 1000).toISOString()
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const { data: recent } = await supa
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.from('conversation_autoreply_log')
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.select('sent_at')
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.eq('tenant_id', tenantId)
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.eq('thread_key', threadKey)
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.gte('sent_at', cutoff)
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.order('sent_at', { ascending: false })
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.limit(1)
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.maybeSingle()
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if (recent) return { sent: false, reason: 'cooldown' }
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}
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const sendRes = await sendFn(fromPhone, settings.message)
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if (!sendRes.ok) {
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console.error('[auto-reply] send failed:', sendRes.error)
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return { sent: false, reason: 'send_failed' }
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}
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await supa.from('conversation_messages').insert({
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tenant_id: tenantId,
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channel: 'whatsapp',
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direction: 'outbound',
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from_number: null,
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to_number: fromPhone,
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body: settings.message,
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provider,
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provider_message_id: sendRes.messageId ?? null,
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provider_raw: { auto_reply: true },
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kanban_status: 'awaiting_patient',
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responded_at: new Date().toISOString()
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})
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await supa.from('conversation_autoreply_log').insert({
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tenant_id: tenantId,
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thread_key: threadKey
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})
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return { sent: true }
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}
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// ═══════════════════════════════════════════════════════════════════════
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// Twilio: send wrapper com deducao de credito + rollback
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// ═══════════════════════════════════════════════════════════════════════
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export type TwilioChannel = {
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twilio_subaccount_sid: string
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twilio_phone_number: string
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credentials: { subaccount_auth_token?: string }
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}
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async function sendViaTwilioRaw(
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channel: TwilioChannel,
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toPhone: string,
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text: string
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): Promise<{ ok: boolean; messageId?: string; error?: string }> {
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const subSid = channel.twilio_subaccount_sid
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const authToken = channel.credentials?.subaccount_auth_token
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const fromNumber = channel.twilio_phone_number
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if (!subSid || !authToken || !fromNumber) {
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return { ok: false, error: 'Twilio credenciais incompletas' }
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}
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const endpoint = `https://api.twilio.com/2010-04-01/Accounts/${subSid}/Messages.json`
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const basicAuth = btoa(`${subSid}:${authToken}`)
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const toE164 = toPhone.startsWith('+') ? toPhone : `+${toPhone}`
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const params = new URLSearchParams()
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params.append('From', `whatsapp:${fromNumber}`)
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params.append('To', `whatsapp:${toE164}`)
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params.append('Body', text)
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try {
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const resp = await fetch(endpoint, {
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method: 'POST',
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headers: { Authorization: `Basic ${basicAuth}`, 'Content-Type': 'application/x-www-form-urlencoded' },
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body: params.toString()
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})
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const data = await resp.json().catch(() => null) as Record<string, unknown> | null
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if (!resp.ok) {
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return { ok: false, error: `Twilio ${resp.status}: ${(data?.message as string) || ''}` }
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}
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return { ok: true, messageId: String(data?.sid || '') }
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} catch (e) {
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return { ok: false, error: String(e) }
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}
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}
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// Cria SendFn que:
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// 1) deduz 1 credito do tenant via RPC atomica
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// 2) envia via Twilio; se falhar, refunda o credito
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// 3) retorna resultado ao caller
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export function makeTwilioCreditedSendFn(
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supa: SupabaseClient,
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tenantId: string,
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channel: TwilioChannel,
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noteLabel: string
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): SendFn {
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return async (phone: string, text: string) => {
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const { error: dedErr } = await supa.rpc('deduct_whatsapp_credits', {
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p_tenant_id: tenantId,
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p_amount: 1,
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p_conversation_message_id: null,
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p_note: noteLabel
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})
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if (dedErr) {
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const insufficient = String(dedErr.message || '').includes('insufficient_credits')
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return { ok: false, error: insufficient ? 'insufficient_credits' : dedErr.message }
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}
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const sendRes = await sendViaTwilioRaw(channel, phone, text)
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if (!sendRes.ok) {
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await supa.rpc('add_whatsapp_credits', {
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p_tenant_id: tenantId,
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p_amount: 1,
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p_kind: 'refund',
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p_purchase_id: null,
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p_admin_id: null,
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p_note: `Refund ${noteLabel}: ${(sendRes.error || '').slice(0, 180)}`
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})
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return { ok: false, error: sendRes.error }
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}
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return { ok: true, messageId: sendRes.messageId ?? null }
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}
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}
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// ════════════════════════════════════════════════════════════════════════════
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// Bot de auto-triagem (3.7)
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// ════════════════════════════════════════════════════════════════════════════
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type BotStep = { prompt: string; variable: string; type?: string }
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type BotConfig = {
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enabled: boolean
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greeting_message: string
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closing_message: string
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steps: BotStep[]
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trigger_mode: 'new_contact' | 'all_unassigned' | 'keyword'
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trigger_keywords: string[]
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idle_timeout_minutes: number
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respect_optout: boolean
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}
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/**
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* Verifica se o bot deve processar esta inbound. Se sim, avança/inicia
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* a sessão e envia a próxima pergunta. Retorna true se processou (caller
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* deve skipar auto-reply pra não empilhar respostas).
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*
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* Caller garante que esta função só é chamada quando:
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* - mensagem é inbound (não fromMe)
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* - não é opt-out
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*/
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export async function maybeProcessBot(
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supa: SupabaseClient,
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tenantId: string,
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threadKey: string,
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patientId: string | null,
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phone: string,
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body: string,
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sendFn: SendFn
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): Promise<{ processed: boolean; status?: string; step?: number; reason?: string }> {
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const text = String(body || '').trim()
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// Carrega config
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const { data: cfg } = await supa
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.from('conversation_bots')
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.select('*')
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.eq('tenant_id', tenantId)
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.maybeSingle()
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if (!cfg || !cfg.enabled) return { processed: false, reason: 'disabled' }
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const config = cfg as BotConfig
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if (!Array.isArray(config.steps) || config.steps.length === 0) {
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return { processed: false, reason: 'no_steps' }
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}
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// Busca sessão ativa
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const { data: active } = await supa
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.from('conversation_bot_sessions')
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.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'
|
|
}
|
|
|