Files
agenciapsilmno/supabase/functions/_shared/whatsapp-hooks.ts
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

372 lines
14 KiB
TypeScript

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