Revert "AI Summary not showing appointments fix."
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This reverts commit 973614749b.
This commit is contained in:
Kartik Datrika
2026-04-16 14:54:20 +05:30
parent 7d8424b446
commit 1dd8413297
5 changed files with 427 additions and 696 deletions

View File

@@ -24,47 +24,47 @@ export type AiProvider = 'openai' | 'anthropic';
// 2. add a default entry in DEFAULT_AI_PROMPTS below
// 3. add the corresponding renderPrompt call in the consuming service
export const AI_ACTOR_KEYS = [
'widgetChat',
'ccAgentHelper',
'supervisorChat',
'leadEnrichment',
'callInsight',
'callAssist',
'recordingAnalysis',
'widgetChat',
'ccAgentHelper',
'supervisorChat',
'leadEnrichment',
'callInsight',
'callAssist',
'recordingAnalysis',
] as const;
export type AiActorKey = (typeof AI_ACTOR_KEYS)[number];
export type AiPromptConfig = {
// Human-readable name shown in the wizard UI.
label: string;
// One-line description of when this persona is invoked.
description: string;
// Variables the template can reference, with a one-line hint each.
// Surfaced in the edit slideout so admins know what `{{var}}` they
// can use without reading code.
variables: Array<{ key: string; description: string }>;
// The current template (may be admin-edited).
template: string;
// The original baseline so we can offer a "reset to default" button.
defaultTemplate: string;
// Audit fields — when this prompt was last edited and by whom.
// null on the default-supplied entries.
lastEditedAt: string | null;
lastEditedBy: string | null;
// Human-readable name shown in the wizard UI.
label: string;
// One-line description of when this persona is invoked.
description: string;
// Variables the template can reference, with a one-line hint each.
// Surfaced in the edit slideout so admins know what `{{var}}` they
// can use without reading code.
variables: Array<{ key: string; description: string }>;
// The current template (may be admin-edited).
template: string;
// The original baseline so we can offer a "reset to default" button.
defaultTemplate: string;
// Audit fields — when this prompt was last edited and by whom.
// null on the default-supplied entries.
lastEditedAt: string | null;
lastEditedBy: string | null;
};
export type AiConfig = {
provider: AiProvider;
model: string;
// 0..2, controls randomness. Default 0.7 matches the existing hardcoded
// values used in WidgetChatService and AI tools.
temperature: number;
// Per-actor system prompt templates. Keyed by AiActorKey so callers can
// do `config.prompts.widgetChat.template` and missing keys are caught
// at compile time.
prompts: Record<AiActorKey, AiPromptConfig>;
version?: number;
updatedAt?: string;
provider: AiProvider;
model: string;
// 0..2, controls randomness. Default 0.7 matches the existing hardcoded
// values used in WidgetChatService and AI tools.
temperature: number;
// Per-actor system prompt templates. Keyed by AiActorKey so callers can
// do `config.prompts.widgetChat.template` and missing keys are caught
// at compile time.
prompts: Record<AiActorKey, AiPromptConfig>;
version?: number;
updatedAt?: string;
};
// ---------------------------------------------------------------------------
@@ -153,16 +153,8 @@ Lead details:
- Lead age: {{daysSince}} days
- Contact attempts: {{contactAttempts}}
Patient Context:
{{patientContext}}
Upcoming Appointments:
{{appointmentContext}}
Recent activity:
{{activities}}
Generate a 1-2 sentence summary of the lead and a 5-10 word suggested action for the agent.`;
{{activities}}`;
const CALL_INSIGHT_DEFAULT = `You are a CRM assistant for {{hospitalName}}.
Generate a brief, actionable insight about this lead based on their interaction history.
@@ -193,146 +185,102 @@ Be specific, brief, and actionable. Focus on healthcare context.
// `template` and `defaultTemplate` — what every actor starts with on a
// fresh boot.
const promptDefault = (
label: string,
description: string,
variables: Array<{ key: string; description: string }>,
template: string,
label: string,
description: string,
variables: Array<{ key: string; description: string }>,
template: string,
): AiPromptConfig => ({
label,
description,
variables,
template,
defaultTemplate: template,
lastEditedAt: null,
lastEditedBy: null,
label,
description,
variables,
template,
defaultTemplate: template,
lastEditedAt: null,
lastEditedBy: null,
});
export const DEFAULT_AI_PROMPTS: Record<AiActorKey, AiPromptConfig> = {
widgetChat: promptDefault(
'Website widget chat',
'Patient-facing bot embedded on the hospital website. Handles general questions, finds doctors, suggests appointments.',
[
{
key: 'hospitalName',
description: 'Branded hospital display name from theme.json',
},
{
key: 'userName',
description: 'Visitor first name (or "there" if unknown)',
},
{
key: 'branchContext',
description: 'Pre-rendered branch-selection instructions block',
},
{
key: 'knowledgeBase',
description: 'Pre-rendered list of departments + doctors + clinics',
},
],
WIDGET_CHAT_DEFAULT,
),
ccAgentHelper: promptDefault(
'CC agent helper',
'In-call assistant the CC agent uses to look up patient history, doctor details, and clinic info while on a call.',
[
{ key: 'hospitalName', description: 'Branded hospital display name' },
{
key: 'knowledgeBase',
description:
'Pre-rendered hospital knowledge base (clinics, doctors, packages)',
},
],
CC_AGENT_HELPER_DEFAULT,
),
supervisorChat: promptDefault(
'Supervisor assistant',
'AI tools the supervisor uses to query agent performance, campaign stats, and SLA breaches.',
[{ key: 'hospitalName', description: 'Branded hospital display name' }],
SUPERVISOR_CHAT_DEFAULT,
),
leadEnrichment: promptDefault(
'Lead enrichment',
'Generates an AI summary + suggested action for a new inbound lead before the agent picks up.',
[
{ key: 'leadName', description: 'Lead first + last name' },
{
key: 'leadSource',
description: 'Source channel (WHATSAPP, GOOGLE_ADS, etc.)',
},
{ key: 'interestedService', description: 'What the lead enquired about' },
{ key: 'leadStatus', description: 'Current lead status' },
{ key: 'daysSince', description: 'Days since the lead was created' },
{ key: 'contactAttempts', description: 'Prior contact attempts count' },
{
key: 'patientContext',
description:
'Patient age, type (new/returning), and whether they have prior records',
},
{
key: 'appointmentContext',
description:
'Next 3 scheduled appointments (date, doctor, type, status)',
},
{
key: 'activities',
description:
'Pre-rendered recent activity summary (last 5 interactions)',
},
],
LEAD_ENRICHMENT_DEFAULT,
),
callInsight: promptDefault(
'Post-call insight',
'After each call, generates a 2-3 sentence summary + a single suggested next action for the lead record.',
[{ key: 'hospitalName', description: 'Branded hospital display name' }],
CALL_INSIGHT_DEFAULT,
),
callAssist: promptDefault(
'Live call whisper',
'Real-time suggestions whispered to the CC agent during a call, based on the running transcript.',
[
{ key: 'hospitalName', description: 'Branded hospital display name' },
{
key: 'context',
description:
'Pre-rendered call context (current lead, recent activities, available doctors)',
},
],
CALL_ASSIST_DEFAULT,
),
recordingAnalysis: promptDefault(
'Call recording analysis',
'Analyses post-call recording transcripts to extract key topics, action items, coaching notes, and compliance flags.',
[
{ key: 'hospitalName', description: 'Branded hospital display name' },
{
key: 'summaryBlock',
description:
'Optional pre-rendered "Call summary: ..." line (empty when none)',
},
{
key: 'topicsBlock',
description:
'Optional pre-rendered "Detected topics: ..." line (empty when none)',
},
],
RECORDING_ANALYSIS_DEFAULT,
),
widgetChat: promptDefault(
'Website widget chat',
'Patient-facing bot embedded on the hospital website. Handles general questions, finds doctors, suggests appointments.',
[
{ key: 'hospitalName', description: 'Branded hospital display name from theme.json' },
{ key: 'userName', description: 'Visitor first name (or "there" if unknown)' },
{ key: 'branchContext', description: 'Pre-rendered branch-selection instructions block' },
{ key: 'knowledgeBase', description: 'Pre-rendered list of departments + doctors + clinics' },
],
WIDGET_CHAT_DEFAULT,
),
ccAgentHelper: promptDefault(
'CC agent helper',
'In-call assistant the CC agent uses to look up patient history, doctor details, and clinic info while on a call.',
[
{ key: 'hospitalName', description: 'Branded hospital display name' },
{ key: 'knowledgeBase', description: 'Pre-rendered hospital knowledge base (clinics, doctors, packages)' },
],
CC_AGENT_HELPER_DEFAULT,
),
supervisorChat: promptDefault(
'Supervisor assistant',
'AI tools the supervisor uses to query agent performance, campaign stats, and SLA breaches.',
[
{ key: 'hospitalName', description: 'Branded hospital display name' },
],
SUPERVISOR_CHAT_DEFAULT,
),
leadEnrichment: promptDefault(
'Lead enrichment',
'Generates an AI summary + suggested action for a new inbound lead before the agent picks up.',
[
{ key: 'leadName', description: 'Lead first + last name' },
{ key: 'leadSource', description: 'Source channel (WHATSAPP, GOOGLE_ADS, etc.)' },
{ key: 'interestedService', description: 'What the lead enquired about' },
{ key: 'leadStatus', description: 'Current lead status' },
{ key: 'daysSince', description: 'Days since the lead was created' },
{ key: 'contactAttempts', description: 'Prior contact attempts count' },
{ key: 'activities', description: 'Pre-rendered recent activity summary' },
],
LEAD_ENRICHMENT_DEFAULT,
),
callInsight: promptDefault(
'Post-call insight',
'After each call, generates a 2-3 sentence summary + a single suggested next action for the lead record.',
[
{ key: 'hospitalName', description: 'Branded hospital display name' },
],
CALL_INSIGHT_DEFAULT,
),
callAssist: promptDefault(
'Live call whisper',
'Real-time suggestions whispered to the CC agent during a call, based on the running transcript.',
[
{ key: 'hospitalName', description: 'Branded hospital display name' },
{ key: 'context', description: 'Pre-rendered call context (current lead, recent activities, available doctors)' },
],
CALL_ASSIST_DEFAULT,
),
recordingAnalysis: promptDefault(
'Call recording analysis',
'Analyses post-call recording transcripts to extract key topics, action items, coaching notes, and compliance flags.',
[
{ key: 'hospitalName', description: 'Branded hospital display name' },
{ key: 'summaryBlock', description: 'Optional pre-rendered "Call summary: ..." line (empty when none)' },
{ key: 'topicsBlock', description: 'Optional pre-rendered "Detected topics: ..." line (empty when none)' },
],
RECORDING_ANALYSIS_DEFAULT,
),
};
export const DEFAULT_AI_CONFIG: AiConfig = {
provider: 'openai',
model: 'gpt-4o-mini',
temperature: 0.7,
prompts: DEFAULT_AI_PROMPTS,
provider: 'openai',
model: 'gpt-4o-mini',
temperature: 0.7,
prompts: DEFAULT_AI_PROMPTS,
};
// Field-by-field mapping from the legacy env vars used by ai-provider.ts
// (AI_PROVIDER + AI_MODEL). API keys are NOT seeded — they remain in env.
export const AI_ENV_SEEDS: Array<{
env: string;
field: keyof Pick<AiConfig, 'provider' | 'model'>;
}> = [
{ env: 'AI_PROVIDER', field: 'provider' },
{ env: 'AI_MODEL', field: 'model' },
export const AI_ENV_SEEDS: Array<{ env: string; field: keyof Pick<AiConfig, 'provider' | 'model'> }> = [
{ env: 'AI_PROVIDER', field: 'provider' },
{ env: 'AI_MODEL', field: 'model' },
];