Files
agenciapsilmno/database-novo/migrations/20260421000011_contact_emails.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.

═══════════════════════════════════════════════════════════════════════════
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>
2026-04-23 07:05:24 -03:00

267 lines
11 KiB
PL/PgSQL

-- ==========================================================================
-- Agencia PSI — Migracao: Emails polimorficos com tipo + principal
-- ==========================================================================
-- Criado por: Leonardo Nohama
-- Data: 2026-04-21 · Sao Carlos/SP — Brasil
--
-- Mesmo padrao dos telefones (migration 20260421000008):
-- - contact_email_types → tipos configuraveis (Principal, Comercial, Pessoal, ...)
-- - contact_emails → emails polimorficos (entity_type + entity_id)
--
-- Triggers mantem patients.email_principal/email_alternativo e medicos.email
-- sincronizados pra nao quebrar codigo legado.
-- ==========================================================================
-- ---------------------------------------------------------------------------
-- Tabela: contact_email_types
-- ---------------------------------------------------------------------------
CREATE TABLE IF NOT EXISTS public.contact_email_types (
id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
tenant_id UUID REFERENCES public.tenants(id) ON DELETE CASCADE,
name TEXT NOT NULL CHECK (length(name) > 0 AND length(name) <= 40),
slug TEXT NOT NULL CHECK (slug ~ '^[a-z0-9_-]{1,40}$'),
icon TEXT,
is_system BOOLEAN NOT NULL DEFAULT false,
position INT NOT NULL DEFAULT 100,
created_at TIMESTAMPTZ NOT NULL DEFAULT now(),
updated_at TIMESTAMPTZ NOT NULL DEFAULT now()
);
CREATE UNIQUE INDEX IF NOT EXISTS uq_contact_email_types_tenant_slug
ON public.contact_email_types (tenant_id, slug)
WHERE tenant_id IS NOT NULL;
CREATE UNIQUE INDEX IF NOT EXISTS uq_contact_email_types_system_slug
ON public.contact_email_types (slug)
WHERE tenant_id IS NULL;
CREATE INDEX IF NOT EXISTS idx_contact_email_types_tenant
ON public.contact_email_types (tenant_id, position);
DROP TRIGGER IF EXISTS trg_contact_email_types_updated_at ON public.contact_email_types;
CREATE TRIGGER trg_contact_email_types_updated_at
BEFORE UPDATE ON public.contact_email_types
FOR EACH ROW EXECUTE FUNCTION public.set_updated_at();
COMMENT ON TABLE public.contact_email_types IS
'Tipos de email (Principal, Comercial, Pessoal, ...). System (tenant_id NULL) + custom.';
-- Seed
INSERT INTO public.contact_email_types (tenant_id, name, slug, icon, is_system, position) VALUES
(NULL, 'Principal', 'principal', 'pi pi-envelope', true, 10),
(NULL, 'Pessoal', 'pessoal', 'pi pi-user', true, 20),
(NULL, 'Comercial', 'comercial', 'pi pi-building', true, 30),
(NULL, 'Faturamento', 'faturamento', 'pi pi-dollar', true, 40),
(NULL, 'Alternativo', 'alternativo', 'pi pi-reply', true, 50)
ON CONFLICT DO NOTHING;
-- ---------------------------------------------------------------------------
-- Tabela: contact_emails (polimorfica)
-- ---------------------------------------------------------------------------
CREATE TABLE IF NOT EXISTS public.contact_emails (
id UUID PRIMARY KEY DEFAULT gen_random_uuid(),
tenant_id UUID NOT NULL REFERENCES public.tenants(id) ON DELETE CASCADE,
entity_type TEXT NOT NULL CHECK (entity_type IN ('patient', 'medico')),
entity_id UUID NOT NULL,
contact_email_type_id UUID NOT NULL REFERENCES public.contact_email_types(id) ON DELETE RESTRICT,
email TEXT NOT NULL CHECK (email ~* '^[a-z0-9._%+-]+@[a-z0-9.-]+\.[a-z]{2,}$'),
is_primary BOOLEAN NOT NULL DEFAULT false,
notes TEXT,
position INT NOT NULL DEFAULT 100,
created_at TIMESTAMPTZ NOT NULL DEFAULT now(),
updated_at TIMESTAMPTZ NOT NULL DEFAULT now()
);
CREATE INDEX IF NOT EXISTS idx_contact_emails_entity
ON public.contact_emails (tenant_id, entity_type, entity_id, position);
CREATE INDEX IF NOT EXISTS idx_contact_emails_email
ON public.contact_emails (tenant_id, email);
CREATE UNIQUE INDEX IF NOT EXISTS uq_contact_emails_primary
ON public.contact_emails (entity_type, entity_id)
WHERE is_primary = true;
DROP TRIGGER IF EXISTS trg_contact_emails_updated_at ON public.contact_emails;
CREATE TRIGGER trg_contact_emails_updated_at
BEFORE UPDATE ON public.contact_emails
FOR EACH ROW EXECUTE FUNCTION public.set_updated_at();
COMMENT ON TABLE public.contact_emails IS
'Emails polimorficos (patients, medicos, ...). Max 1 primary por entidade. Triggers sincronizam campos legados.';
-- ---------------------------------------------------------------------------
-- Trigger: sincroniza campos legados apos mudanca
-- ---------------------------------------------------------------------------
CREATE OR REPLACE FUNCTION public.sync_legacy_email_fields() RETURNS TRIGGER
LANGUAGE plpgsql
SECURITY DEFINER
SET search_path = public
AS $$
DECLARE
v_entity_type TEXT;
v_entity_id UUID;
v_primary TEXT;
v_secondary TEXT;
BEGIN
IF TG_OP = 'DELETE' THEN
v_entity_type := OLD.entity_type;
v_entity_id := OLD.entity_id;
ELSE
v_entity_type := NEW.entity_type;
v_entity_id := NEW.entity_id;
END IF;
SELECT email INTO v_primary
FROM public.contact_emails
WHERE entity_type = v_entity_type AND entity_id = v_entity_id
ORDER BY is_primary DESC, position ASC, created_at ASC
LIMIT 1;
SELECT email INTO v_secondary
FROM public.contact_emails
WHERE entity_type = v_entity_type AND entity_id = v_entity_id
AND is_primary = false
ORDER BY position ASC, created_at ASC
OFFSET 0
LIMIT 1;
IF v_entity_type = 'patient' THEN
UPDATE public.patients
SET email_principal = v_primary,
email_alternativo = v_secondary
WHERE id = v_entity_id;
ELSIF v_entity_type = 'medico' THEN
UPDATE public.medicos
SET email = v_primary
WHERE id = v_entity_id;
END IF;
IF TG_OP = 'DELETE' THEN RETURN OLD; ELSE RETURN NEW; END IF;
END;
$$;
DROP TRIGGER IF EXISTS trg_contact_emails_sync_legacy ON public.contact_emails;
CREATE TRIGGER trg_contact_emails_sync_legacy
AFTER INSERT OR UPDATE OR DELETE ON public.contact_emails
FOR EACH ROW EXECUTE FUNCTION public.sync_legacy_email_fields();
-- ---------------------------------------------------------------------------
-- Backfill: migra emails existentes
-- ---------------------------------------------------------------------------
DO $$
DECLARE
v_principal_id UUID;
v_alternativo_id UUID;
BEGIN
SELECT id INTO v_principal_id FROM public.contact_email_types WHERE slug = 'principal' AND tenant_id IS NULL LIMIT 1;
SELECT id INTO v_alternativo_id FROM public.contact_email_types WHERE slug = 'alternativo' AND tenant_id IS NULL LIMIT 1;
-- Patients.email_principal → Principal primary
INSERT INTO public.contact_emails (tenant_id, entity_type, entity_id, contact_email_type_id, email, is_primary, position)
SELECT
p.tenant_id, 'patient', p.id, v_principal_id, lower(trim(p.email_principal)), true, 10
FROM public.patients p
WHERE p.email_principal IS NOT NULL
AND trim(p.email_principal) ~* '^[a-z0-9._%+-]+@[a-z0-9.-]+\.[a-z]{2,}$'
AND NOT EXISTS (
SELECT 1 FROM public.contact_emails ce
WHERE ce.entity_type = 'patient' AND ce.entity_id = p.id
)
ON CONFLICT DO NOTHING;
-- Patients.email_alternativo → Alternativo
INSERT INTO public.contact_emails (tenant_id, entity_type, entity_id, contact_email_type_id, email, is_primary, position)
SELECT
p.tenant_id, 'patient', p.id, v_alternativo_id, lower(trim(p.email_alternativo)), false, 20
FROM public.patients p
WHERE p.email_alternativo IS NOT NULL
AND trim(p.email_alternativo) ~* '^[a-z0-9._%+-]+@[a-z0-9.-]+\.[a-z]{2,}$'
AND NOT EXISTS (
SELECT 1 FROM public.contact_emails ce
WHERE ce.entity_type = 'patient' AND ce.entity_id = p.id
AND ce.email = lower(trim(p.email_alternativo))
)
ON CONFLICT DO NOTHING;
-- Medicos.email → Principal primary
INSERT INTO public.contact_emails (tenant_id, entity_type, entity_id, contact_email_type_id, email, is_primary, position)
SELECT
m.tenant_id, 'medico', m.id, v_principal_id, lower(trim(m.email)), true, 10
FROM public.medicos m
WHERE m.email IS NOT NULL
AND trim(m.email) ~* '^[a-z0-9._%+-]+@[a-z0-9.-]+\.[a-z]{2,}$'
AND NOT EXISTS (
SELECT 1 FROM public.contact_emails ce
WHERE ce.entity_type = 'medico' AND ce.entity_id = m.id
)
ON CONFLICT DO NOTHING;
END $$;
-- ---------------------------------------------------------------------------
-- RLS
-- ---------------------------------------------------------------------------
ALTER TABLE public.contact_email_types ENABLE ROW LEVEL SECURITY;
ALTER TABLE public.contact_emails ENABLE ROW LEVEL SECURITY;
DROP POLICY IF EXISTS "contact_email_types: select" ON public.contact_email_types;
CREATE POLICY "contact_email_types: select"
ON public.contact_email_types FOR SELECT TO authenticated
USING (
tenant_id IS NULL
OR public.is_saas_admin()
OR EXISTS (
SELECT 1 FROM public.tenant_members tm
WHERE tm.user_id = auth.uid() AND tm.tenant_id = contact_email_types.tenant_id AND tm.status = 'active'
)
);
DROP POLICY IF EXISTS "contact_email_types: manage custom" ON public.contact_email_types;
CREATE POLICY "contact_email_types: manage custom"
ON public.contact_email_types FOR ALL TO authenticated
USING (
is_system = false AND tenant_id IS NOT NULL AND (
public.is_saas_admin()
OR EXISTS (
SELECT 1 FROM public.tenant_members tm
WHERE tm.user_id = auth.uid() AND tm.tenant_id = contact_email_types.tenant_id AND tm.status = 'active'
)
)
)
WITH CHECK (
is_system = false AND tenant_id IS NOT NULL AND (
public.is_saas_admin()
OR EXISTS (
SELECT 1 FROM public.tenant_members tm
WHERE tm.user_id = auth.uid() AND tm.tenant_id = contact_email_types.tenant_id AND tm.status = 'active'
)
)
);
DROP POLICY IF EXISTS "contact_emails: all tenant" ON public.contact_emails;
CREATE POLICY "contact_emails: all tenant"
ON public.contact_emails FOR ALL TO authenticated
USING (
public.is_saas_admin()
OR EXISTS (
SELECT 1 FROM public.tenant_members tm
WHERE tm.user_id = auth.uid() AND tm.tenant_id = contact_emails.tenant_id AND tm.status = 'active'
)
)
WITH CHECK (
public.is_saas_admin()
OR EXISTS (
SELECT 1 FROM public.tenant_members tm
WHERE tm.user_id = auth.uid() AND tm.tenant_id = contact_emails.tenant_id AND tm.status = 'active'
)
);
-- ==========================================================================
-- FIM DA MIGRACAO
-- ==========================================================================