2644e60bb6
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>
139 lines
5.7 KiB
SQL
139 lines
5.7 KiB
SQL
-- Tables: Tenants / Multi-tenant
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-- Gerado automaticamente em 2026-04-21T23:16:34.954Z
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-- Total: 10
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CREATE TABLE public.tenant_members (
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id uuid DEFAULT gen_random_uuid() NOT NULL,
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tenant_id uuid NOT NULL,
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user_id uuid NOT NULL,
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role text NOT NULL,
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status text DEFAULT 'active'::text NOT NULL,
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created_at timestamp with time zone DEFAULT now() NOT NULL
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);
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CREATE TABLE public.company_profiles (
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id uuid DEFAULT gen_random_uuid() NOT NULL,
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tenant_id uuid NOT NULL,
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nome_fantasia text,
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razao_social text,
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tipo_empresa text,
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cnpj text,
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ie text,
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im text,
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cep text,
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logradouro text,
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numero text,
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complemento text,
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bairro text,
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cidade text,
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estado text,
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email text,
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telefone text,
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site text,
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logo_url text,
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redes_sociais jsonb DEFAULT '[]'::jsonb NOT NULL,
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created_at timestamp with time zone DEFAULT now() NOT NULL,
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updated_at timestamp with time zone DEFAULT now() NOT NULL
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);
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CREATE TABLE public.dev_user_credentials (
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id uuid DEFAULT gen_random_uuid() NOT NULL,
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user_id uuid,
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email text NOT NULL,
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password_dev text NOT NULL,
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kind text DEFAULT 'custom'::text NOT NULL,
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note text,
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created_at timestamp with time zone DEFAULT now() NOT NULL
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);
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CREATE TABLE public.owner_users (
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owner_id uuid NOT NULL,
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user_id uuid NOT NULL,
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role text DEFAULT 'admin'::text NOT NULL,
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created_at timestamp with time zone DEFAULT now() NOT NULL
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);
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CREATE TABLE public.profiles (
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id uuid NOT NULL,
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role text DEFAULT 'tenant_member'::text NOT NULL,
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full_name text,
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created_at timestamp with time zone DEFAULT now() NOT NULL,
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updated_at timestamp with time zone DEFAULT now() NOT NULL,
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avatar_url text,
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phone text,
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bio text,
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language text DEFAULT 'pt-BR'::text NOT NULL,
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timezone text DEFAULT 'America/Sao_Paulo'::text NOT NULL,
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notify_system_email boolean DEFAULT true NOT NULL,
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notify_reminders boolean DEFAULT true NOT NULL,
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notify_news boolean DEFAULT false NOT NULL,
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account_type text DEFAULT 'free'::text NOT NULL,
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platform_roles text[] DEFAULT '{}'::text[] NOT NULL,
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nickname text,
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work_description text,
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work_description_other text,
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site_url text,
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social_instagram text,
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social_youtube text,
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social_facebook text,
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social_x text,
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social_custom jsonb DEFAULT '[]'::jsonb NOT NULL,
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tenant_id uuid,
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CONSTRAINT profiles_account_type_check CHECK ((account_type = ANY (ARRAY['free'::text, 'patient'::text, 'therapist'::text, 'clinic'::text]))),
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CONSTRAINT profiles_role_check CHECK ((role = ANY (ARRAY['saas_admin'::text, 'tenant_member'::text, 'portal_user'::text, 'patient'::text])))
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);
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CREATE TABLE public.saas_admins (
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user_id uuid NOT NULL,
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created_at timestamp with time zone DEFAULT now() NOT NULL
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);
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CREATE TABLE public.support_sessions (
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id uuid DEFAULT gen_random_uuid() NOT NULL,
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tenant_id uuid NOT NULL,
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admin_id uuid NOT NULL,
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token text DEFAULT encode(extensions.gen_random_bytes(32), 'hex'::text) NOT NULL,
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expires_at timestamp with time zone DEFAULT (now() + '01:00:00'::interval) NOT NULL,
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created_at timestamp with time zone DEFAULT now() NOT NULL
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);
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CREATE TABLE public.tenant_invites (
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id uuid DEFAULT gen_random_uuid() NOT NULL,
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tenant_id uuid NOT NULL,
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email text NOT NULL,
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role text NOT NULL,
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token uuid DEFAULT gen_random_uuid() NOT NULL,
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invited_by uuid,
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created_at timestamp with time zone DEFAULT now() NOT NULL,
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expires_at timestamp with time zone DEFAULT (now() + '7 days'::interval) NOT NULL,
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accepted_at timestamp with time zone,
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accepted_by uuid,
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revoked_at timestamp with time zone,
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revoked_by uuid,
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CONSTRAINT tenant_invites_role_check CHECK ((role = ANY (ARRAY['therapist'::text, 'secretary'::text])))
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);
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CREATE TABLE public.tenants (
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id uuid DEFAULT gen_random_uuid() NOT NULL,
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name text,
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created_at timestamp with time zone DEFAULT now() NOT NULL,
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kind text DEFAULT 'saas'::text NOT NULL,
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papel_timbrado jsonb DEFAULT '{"footer": {"slots": {"left": null, "right": null, "center": {"type": "custom-text", "content": ""}}, "height": 40, "preset": "text-center", "divider": {"show": true, "color": "#cccccc", "style": "solid"}, "enabled": true, "showPageNumber": false}, "header": {"slots": {"left": {"size": "medium", "type": "logo"}, "right": {"type": "institution-data", "fields": ["nome", "cnpj", "endereco_linha"]}, "center": null}, "height": 80, "preset": "logo-left-text-right", "divider": {"show": true, "color": "#cccccc", "style": "solid"}, "enabled": true}, "margins": {"top": 20, "left": 25, "right": 25, "bottom": 20}}'::jsonb,
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CONSTRAINT tenants_kind_check CHECK ((kind = ANY (ARRAY['therapist'::text, 'clinic_coworking'::text, 'clinic_reception'::text, 'clinic_full'::text, 'clinic'::text, 'saas'::text, 'supervisor'::text])))
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);
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CREATE TABLE public.user_settings (
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user_id uuid NOT NULL,
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theme_mode text DEFAULT 'dark'::text NOT NULL,
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preset text DEFAULT 'Aura'::text NOT NULL,
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primary_color text DEFAULT 'noir'::text NOT NULL,
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surface_color text DEFAULT 'slate'::text NOT NULL,
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menu_mode text DEFAULT 'static'::text NOT NULL,
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created_at timestamp with time zone DEFAULT now() NOT NULL,
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updated_at timestamp with time zone DEFAULT now() NOT NULL,
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layout_variant text DEFAULT 'classic'::text NOT NULL,
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CONSTRAINT user_settings_layout_variant_check CHECK ((layout_variant = ANY (ARRAY['classic'::text, 'rail'::text]))),
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CONSTRAINT user_settings_menu_mode_check CHECK ((menu_mode = ANY (ARRAY['static'::text, 'overlay'::text]))),
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CONSTRAINT user_settings_theme_mode_check CHECK ((theme_mode = ANY (ARRAY['light'::text, 'dark'::text])))
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);
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