Files
agenciapsilmno/database-novo/schema/04_tables/saas_planos.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".

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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)
═══════════════════════════════════════════════════════════════════════════

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

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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

258 lines
9.9 KiB
SQL

-- Tables: SaaS / Planos
-- Gerado automaticamente em 2026-04-21T23:16:34.953Z
-- Total: 18
CREATE TABLE public.subscriptions (
id uuid DEFAULT gen_random_uuid() NOT NULL,
user_id uuid,
plan_id uuid NOT NULL,
status text DEFAULT 'active'::text NOT NULL,
current_period_start timestamp with time zone,
current_period_end timestamp with time zone,
cancel_at_period_end boolean DEFAULT false NOT NULL,
provider text DEFAULT 'manual'::text NOT NULL,
provider_customer_id text,
provider_subscription_id text,
created_at timestamp with time zone DEFAULT now() NOT NULL,
updated_at timestamp with time zone DEFAULT now() NOT NULL,
tenant_id uuid,
plan_key text,
"interval" text,
source text DEFAULT 'manual'::text NOT NULL,
started_at timestamp with time zone DEFAULT now() NOT NULL,
canceled_at timestamp with time zone,
activated_at timestamp with time zone,
past_due_since timestamp with time zone,
suspended_at timestamp with time zone,
suspended_reason text,
cancelled_at timestamp with time zone,
cancel_reason text,
expired_at timestamp with time zone,
CONSTRAINT subscriptions_interval_check CHECK (("interval" = ANY (ARRAY['month'::text, 'year'::text]))),
CONSTRAINT subscriptions_owner_xor CHECK ((((tenant_id IS NOT NULL) AND (user_id IS NULL)) OR ((tenant_id IS NULL) AND (user_id IS NOT NULL)))),
CONSTRAINT subscriptions_status_check CHECK ((status = ANY (ARRAY['pending'::text, 'active'::text, 'past_due'::text, 'suspended'::text, 'cancelled'::text, 'expired'::text])))
);
CREATE TABLE public.billing_contracts (
id uuid DEFAULT gen_random_uuid() NOT NULL,
owner_id uuid NOT NULL,
tenant_id uuid NOT NULL,
patient_id uuid NOT NULL,
type text NOT NULL,
total_sessions integer,
sessions_used integer DEFAULT 0,
package_price numeric(10,2),
amount numeric(10,2),
billing_interval text,
active_from timestamp with time zone DEFAULT now(),
active_to timestamp with time zone,
status text DEFAULT 'active'::text NOT NULL,
created_at timestamp with time zone DEFAULT now(),
CONSTRAINT billing_contracts_interval_chk CHECK (((billing_interval IS NULL) OR (billing_interval = ANY (ARRAY['monthly'::text, 'weekly'::text])))),
CONSTRAINT billing_contracts_sess_used_chk CHECK (((sessions_used IS NULL) OR (sessions_used >= 0))),
CONSTRAINT billing_contracts_status_chk CHECK ((status = ANY (ARRAY['active'::text, 'completed'::text, 'cancelled'::text]))),
CONSTRAINT billing_contracts_total_sess_chk CHECK (((total_sessions IS NULL) OR (total_sessions > 0))),
CONSTRAINT billing_contracts_type_chk CHECK ((type = ANY (ARRAY['per_session'::text, 'package'::text, 'subscription'::text])))
);
CREATE TABLE public.entitlements_invalidation (
owner_id uuid NOT NULL,
changed_at timestamp with time zone DEFAULT now() NOT NULL
);
CREATE TABLE public.features (
id uuid DEFAULT gen_random_uuid() NOT NULL,
key text NOT NULL,
description text,
created_at timestamp with time zone DEFAULT now() NOT NULL,
descricao text DEFAULT ''::text NOT NULL,
name text DEFAULT ''::text NOT NULL,
is_active boolean DEFAULT true NOT NULL
);
CREATE TABLE public.module_features (
module_id uuid NOT NULL,
feature_id uuid NOT NULL,
enabled boolean DEFAULT true NOT NULL,
limits jsonb,
created_at timestamp with time zone DEFAULT now() NOT NULL
);
CREATE TABLE public.modules (
id uuid DEFAULT gen_random_uuid() NOT NULL,
key text NOT NULL,
name text NOT NULL,
description text,
is_active boolean DEFAULT true NOT NULL,
created_at timestamp with time zone DEFAULT now() NOT NULL
);
CREATE TABLE public.plan_features (
plan_id uuid NOT NULL,
feature_id uuid NOT NULL,
enabled boolean DEFAULT true NOT NULL,
limits jsonb,
created_at timestamp with time zone DEFAULT now() NOT NULL
);
CREATE TABLE public.tenant_modules (
id uuid DEFAULT gen_random_uuid() NOT NULL,
owner_id uuid NOT NULL,
module_id uuid NOT NULL,
status text DEFAULT 'active'::text NOT NULL,
settings jsonb,
provider text DEFAULT 'manual'::text NOT NULL,
provider_item_id text,
installed_at timestamp with time zone DEFAULT now() NOT NULL,
updated_at timestamp with time zone DEFAULT now() NOT NULL
);
CREATE TABLE public.plan_prices (
id uuid DEFAULT gen_random_uuid() NOT NULL,
plan_id uuid NOT NULL,
currency text DEFAULT 'BRL'::text NOT NULL,
"interval" text NOT NULL,
amount_cents integer NOT NULL,
is_active boolean DEFAULT true NOT NULL,
active_from timestamp with time zone DEFAULT now() NOT NULL,
active_to timestamp with time zone,
source text DEFAULT 'manual'::text NOT NULL,
provider text,
provider_price_id text,
created_at timestamp with time zone DEFAULT now() NOT NULL,
CONSTRAINT plan_prices_amount_cents_check CHECK ((amount_cents >= 0)),
CONSTRAINT plan_prices_interval_check CHECK (("interval" = ANY (ARRAY['month'::text, 'year'::text])))
);
CREATE TABLE public.plan_public (
plan_id uuid NOT NULL,
public_name text DEFAULT ''::text NOT NULL,
public_description text DEFAULT ''::text NOT NULL,
badge text,
is_featured boolean DEFAULT false NOT NULL,
is_visible boolean DEFAULT true NOT NULL,
sort_order integer DEFAULT 0 NOT NULL,
created_at timestamp with time zone DEFAULT now() NOT NULL,
updated_at timestamp with time zone DEFAULT now() NOT NULL
);
CREATE TABLE public.plan_public_bullets (
id uuid DEFAULT gen_random_uuid() NOT NULL,
plan_id uuid NOT NULL,
text text NOT NULL,
sort_order integer DEFAULT 0 NOT NULL,
highlight boolean DEFAULT false NOT NULL,
created_at timestamp with time zone DEFAULT now() NOT NULL
);
CREATE TABLE public.plans (
id uuid DEFAULT gen_random_uuid() NOT NULL,
key text NOT NULL,
name text NOT NULL,
description text,
is_active boolean DEFAULT true NOT NULL,
created_at timestamp with time zone DEFAULT now() NOT NULL,
price_cents integer DEFAULT 0 NOT NULL,
currency text DEFAULT 'BRL'::text NOT NULL,
billing_interval text DEFAULT 'month'::text NOT NULL,
target text,
max_supervisees integer,
CONSTRAINT plans_target_check CHECK ((target = ANY (ARRAY['patient'::text, 'therapist'::text, 'clinic'::text, 'supervisor'::text])))
);
CREATE TABLE public.subscription_events (
id uuid DEFAULT gen_random_uuid() NOT NULL,
subscription_id uuid NOT NULL,
owner_id uuid NOT NULL,
event_type text NOT NULL,
old_plan_id uuid,
new_plan_id uuid,
created_at timestamp with time zone DEFAULT now() NOT NULL,
created_by uuid,
source text DEFAULT 'admin_ui'::text,
reason text,
metadata jsonb,
owner_type text NOT NULL,
owner_ref uuid NOT NULL,
CONSTRAINT subscription_events_owner_ref_consistency_chk CHECK ((owner_id = owner_ref)),
CONSTRAINT subscription_events_owner_type_chk CHECK (((owner_type IS NULL) OR (owner_type = ANY (ARRAY['clinic'::text, 'therapist'::text]))))
);
CREATE TABLE public.subscription_intents_personal (
id uuid DEFAULT gen_random_uuid() NOT NULL,
user_id uuid NOT NULL,
created_by_user_id uuid,
email text NOT NULL,
plan_id uuid NOT NULL,
plan_key text,
"interval" text,
amount_cents integer,
currency text,
status text DEFAULT 'new'::text NOT NULL,
source text DEFAULT 'manual'::text NOT NULL,
notes text,
created_at timestamp with time zone DEFAULT now() NOT NULL,
paid_at timestamp with time zone,
subscription_id uuid,
CONSTRAINT sint_personal_interval_check CHECK ((("interval" IS NULL) OR ("interval" = ANY (ARRAY['month'::text, 'year'::text])))),
CONSTRAINT sint_personal_status_check CHECK ((status = ANY (ARRAY['new'::text, 'waiting_payment'::text, 'paid'::text, 'canceled'::text])))
);
CREATE TABLE public.subscription_intents_tenant (
id uuid DEFAULT gen_random_uuid() NOT NULL,
user_id uuid NOT NULL,
created_by_user_id uuid,
email text NOT NULL,
plan_id uuid NOT NULL,
plan_key text,
"interval" text,
amount_cents integer,
currency text,
status text DEFAULT 'new'::text NOT NULL,
source text DEFAULT 'manual'::text NOT NULL,
notes text,
created_at timestamp with time zone DEFAULT now() NOT NULL,
paid_at timestamp with time zone,
tenant_id uuid NOT NULL,
subscription_id uuid,
CONSTRAINT sint_tenant_interval_check CHECK ((("interval" IS NULL) OR ("interval" = ANY (ARRAY['month'::text, 'year'::text])))),
CONSTRAINT sint_tenant_status_check CHECK ((status = ANY (ARRAY['new'::text, 'waiting_payment'::text, 'paid'::text, 'canceled'::text])))
);
CREATE TABLE public.subscription_intents_legacy (
id uuid DEFAULT gen_random_uuid() NOT NULL,
user_id uuid,
email text,
plan_key text NOT NULL,
"interval" text NOT NULL,
amount_cents integer NOT NULL,
currency text DEFAULT 'BRL'::text NOT NULL,
status text DEFAULT 'new'::text NOT NULL,
source text DEFAULT 'landing'::text NOT NULL,
notes text,
created_at timestamp with time zone DEFAULT now() NOT NULL,
paid_at timestamp with time zone,
tenant_id uuid NOT NULL,
created_by_user_id uuid,
CONSTRAINT subscription_intents_interval_check CHECK (("interval" = ANY (ARRAY['month'::text, 'year'::text]))),
CONSTRAINT subscription_intents_status_check CHECK ((status = ANY (ARRAY['new'::text, 'waiting_payment'::text, 'paid'::text, 'canceled'::text])))
);
CREATE TABLE public.tenant_feature_exceptions_log (
id uuid DEFAULT gen_random_uuid() NOT NULL,
tenant_id uuid NOT NULL,
feature_key text NOT NULL,
enabled boolean NOT NULL,
reason text,
created_by uuid,
created_at timestamp with time zone DEFAULT now() NOT NULL
);
CREATE TABLE public.tenant_features (
tenant_id uuid NOT NULL,
feature_key text NOT NULL,
enabled boolean DEFAULT false NOT NULL,
created_at timestamp with time zone DEFAULT now() NOT NULL,
updated_at timestamp with time zone DEFAULT now() NOT NULL
);