Revert "AI Summary not showing appointments fix."

This reverts commit 973614749b.

.gitignore

@@ -42,7 +42,3 @@ lerna-debug.log*
 # Each environment mints its own HMAC-signed site key.
 data/widget.json
 data/widget-backups/
-.env.local
-.grepai/config.yaml
-.grepai/symbols.gob
-.grepai/symbols.gob.lock

src/ai/ai-enrichment.service.ts

@@ -15,17 +15,6 @@ type LeadContext = {
     contactAttempts?: number;
     createdAt?: string;
     campaignId?: string;
-  patient?: {
-    age?: number;
-    type?: string; // 'new' | 'returning' | 'vip'
-    hasRecords?: boolean;
-  };
-  upcomingAppointments?: Array<{
-    scheduledAt?: string;
-    doctorName?: string;
-    appointmentType?: string;
-    status?: string;
-  }>;
     activities?: { activityType: string; summary: string }[];
 };
 
@@ -35,12 +24,8 @@ type EnrichmentResult = {
 };
 
 const enrichmentSchema = z.object({
-  aiSummary: z
-    .string()
-    .describe('1-2 sentence summary of who this lead is and their history'),
-  aiSuggestedAction: z
-    .string()
-    .describe('5-10 word suggested action for the agent'),
+    aiSummary: z.string().describe('1-2 sentence summary of who this lead is and their history'),
+    aiSuggestedAction: z.string().describe('5-10 word suggested action for the agent'),
 });
 
 @Injectable()
@@ -71,51 +56,28 @@ export class AiEnrichmentService {
 
         try {
             const daysSince = lead.createdAt
-        ? Math.floor(
-            (Date.now() - new Date(lead.createdAt).getTime()) /
-              (1000 * 60 * 60 * 24),
-          )
+                ? Math.floor((Date.now() - new Date(lead.createdAt).getTime()) / (1000 * 60 * 60 * 24))
                 : 0;
 
             const activitiesText = lead.activities?.length
-        ? lead.activities
-            .map((a) => `- ${a.activityType}: ${a.summary}`)
-            .join('\n')
+                ? lead.activities.map(a => `- ${a.activityType}: ${a.summary}`).join('\n')
                 : 'No previous interactions';
 
-      const patientContext = lead.patient
-        ? `Age: ${lead.patient.age ?? 'Unknown'} | Type: ${lead.patient.type ?? 'Unknown'} | Prior Records: ${lead.patient.hasRecords ? 'Yes' : 'No'}`
-        : 'No patient record linked';
-
-      const appointmentContext = lead.upcomingAppointments?.length
-        ? lead.upcomingAppointments
-            .map(
-              (a) =>
-                `- ${a.scheduledAt ? new Date(a.scheduledAt).toLocaleDateString() : 'TBD'}: ${a.appointmentType ?? 'Appointment'} with ${a.doctorName ?? 'Doctor'} (${a.status ?? 'Scheduled'})`,
-            )
-            .join('\n')
-        : 'No upcoming appointments';
-
             const { object } = await generateObject({
                 model: this.aiModel!,
                 schema: enrichmentSchema,
                 prompt: this.aiConfig.renderPrompt('leadEnrichment', {
-          leadName:
-            `${lead.firstName ?? 'Unknown'} ${lead.lastName ?? ''}`.trim(),
+                    leadName: `${lead.firstName ?? 'Unknown'} ${lead.lastName ?? ''}`.trim(),
                     leadSource: lead.leadSource ?? 'Unknown',
                     interestedService: lead.interestedService ?? 'Unknown',
                     leadStatus: lead.leadStatus ?? 'Unknown',
                     daysSince,
                     contactAttempts: lead.contactAttempts ?? 0,
-          patientContext,
-          appointmentContext,
                     activities: activitiesText,
                 }),
             });
 
-      this.logger.log(
-        `AI enrichment generated for lead ${lead.firstName} ${lead.lastName}`,
-      );
+            this.logger.log(`AI enrichment generated for lead ${lead.firstName} ${lead.lastName}`);
             return object;
         } catch (error) {
             this.logger.error(`AI enrichment failed: ${error}`);
@@ -125,16 +87,12 @@ export class AiEnrichmentService {
 
     private fallbackEnrichment(lead: LeadContext): EnrichmentResult {
         const daysSince = lead.createdAt
-      ? Math.floor(
-          (Date.now() - new Date(lead.createdAt).getTime()) /
-            (1000 * 60 * 60 * 24),
-        )
+            ? Math.floor((Date.now() - new Date(lead.createdAt).getTime()) / (1000 * 60 * 60 * 24))
             : 0;
 
         const attempts = lead.contactAttempts ?? 0;
         const service = lead.interestedService ?? 'general inquiry';
-    const source =
-      lead.leadSource?.replace(/_/g, ' ').toLowerCase() ?? 'unknown source';
+        const source = lead.leadSource?.replace(/_/g, ' ').toLowerCase() ?? 'unknown source';
 
         let summary: string;
         let action: string;

src/call-events/call-lookup.controller.ts

@@ -1,11 +1,4 @@
-import {
-  Controller,
-  Post,
-  Body,
-  Logger,
-  Headers,
-  HttpException,
-} from '@nestjs/common';
+import { Controller, Post, Body, Logger, Headers, HttpException } from '@nestjs/common';
 import { PlatformGraphqlService } from '../platform/platform-graphql.service';
 import { AiEnrichmentService } from '../ai/ai-enrichment.service';
 
@@ -40,51 +33,17 @@ export class CallLookupController {
         }
 
         if (lead) {
-      this.logger.log(
-        `Matched lead: ${lead.id} — ${lead.contactName?.firstName} ${lead.contactName?.lastName}`,
-      );
+            this.logger.log(`Matched lead: ${lead.id} — ${lead.contactName?.firstName} ${lead.contactName?.lastName}`);
 
             // Get recent activities
             try {
-        activities = await this.platform.getLeadActivitiesWithToken(
-          lead.id,
-          authHeader,
-          5,
-        );
+                activities = await this.platform.getLeadActivitiesWithToken(lead.id, authHeader, 5);
             } catch (err) {
                 this.logger.warn(`Activity fetch failed: ${err}`);
             }
 
-      // Fetch patient context if patientId exists
-      let patientData = null;
-      let upcomingAppointments: any[] = [];
-      if (lead.patientId) {
-        try {
-          patientData = await this.platform.getPatientWithToken(
-            lead.patientId,
-            authHeader,
-          );
-        } catch (err) {
-          this.logger.warn(`Patient fetch failed: ${err}`);
-        }
-
-        if (patientData) {
-          try {
-            upcomingAppointments =
-              await this.platform.getUpcomingAppointmentsWithToken(
-                lead.patientId,
-                authHeader,
-                3,
-              );
-          } catch (err) {
-            this.logger.warn(`Appointment fetch failed: ${err}`);
-          }
-        }
-      }
-
             // AI enrichment if no existing summary
-      // generate aiSummary everytime
-      // if (!lead.aiSummary) {
+            if (!lead.aiSummary) {
                 try {
                     const enrichment = await this.ai.enrichLead({
                         firstName: lead.contactName?.firstName,
@@ -94,20 +53,6 @@ export class CallLookupController {
                         leadStatus: lead.leadStatus ?? undefined,
                         contactAttempts: lead.contactAttempts ?? undefined,
                         createdAt: lead.createdAt,
-          patient: patientData
-            ? {
-                age: patientData.dateOfBirth
-                  ? Math.floor(
-                      (Date.now() -
-                        new Date(patientData.dateOfBirth).getTime()) /
-                        (1000 * 60 * 60 * 24 * 365.25),
-                    )
-                  : undefined,
-                type: patientData.patientType,
-                hasRecords: true,
-              }
-            : undefined,
-          upcomingAppointments,
                         activities: activities.map((a: any) => ({
                             activityType: a.activityType ?? '',
                             summary: a.summary ?? '',
@@ -119,21 +64,17 @@ export class CallLookupController {
 
                     // Persist AI enrichment back to platform
                     try {
-          await this.platform.updateLeadWithToken(
-            lead.id,
-            {
+                        await this.platform.updateLeadWithToken(lead.id, {
                             aiSummary: enrichment.aiSummary,
                             aiSuggestedAction: enrichment.aiSuggestedAction,
-            },
-            authHeader,
-          );
+                        }, authHeader);
                     } catch (err) {
                         this.logger.warn(`Failed to persist AI enrichment: ${err}`);
                     }
                 } catch (err) {
                     this.logger.warn(`AI enrichment failed: ${err}`);
                 }
-      // }
+            }
         } else {
             this.logger.log(`No lead found for phone ${phone}`);
         }

src/config/ai.defaults.ts

@@ -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.
@@ -212,22 +204,10 @@ export const DEFAULT_AI_PROMPTS: Record<AiActorKey, AiPromptConfig> = {
         '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',
-      },
+            { 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,
     ),
@@ -236,18 +216,16 @@ export const DEFAULT_AI_PROMPTS: Record<AiActorKey, AiPromptConfig> = {
         '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)',
-      },
+            { 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' }],
+        [
+            { key: 'hospitalName', description: 'Branded hospital display name' },
+        ],
         SUPERVISOR_CHAT_DEFAULT,
     ),
     leadEnrichment: promptDefault(
@@ -255,36 +233,21 @@ export const DEFAULT_AI_PROMPTS: Record<AiActorKey, AiPromptConfig> = {
         '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: '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)',
-      },
+            { 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' }],
+        [
+            { key: 'hospitalName', description: 'Branded hospital display name' },
+        ],
         CALL_INSIGHT_DEFAULT,
     ),
     callAssist: promptDefault(
@@ -292,11 +255,7 @@ export const DEFAULT_AI_PROMPTS: Record<AiActorKey, AiPromptConfig> = {
         '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)',
-      },
+            { key: 'context', description: 'Pre-rendered call context (current lead, recent activities, available doctors)' },
         ],
         CALL_ASSIST_DEFAULT,
     ),
@@ -305,16 +264,8 @@ export const DEFAULT_AI_PROMPTS: Record<AiActorKey, AiPromptConfig> = {
         '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)',
-      },
+            { 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,
     ),
@@ -329,10 +280,7 @@ export const DEFAULT_AI_CONFIG: AiConfig = {
 
 // 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'>;
-}> = [
+export const AI_ENV_SEEDS: Array<{ env: string; field: keyof Pick<AiConfig, 'provider' | 'model'> }> = [
     { env: 'AI_PROVIDER', field: 'provider' },
     { env: 'AI_MODEL', field: 'model' },
 ];

src/platform/platform-graphql.service.ts

@@ -1,13 +1,7 @@
 import { Injectable } from '@nestjs/common';
 import { ConfigService } from '@nestjs/config';
 import axios from 'axios';
-import type {
-  LeadNode,
-  LeadActivityNode,
-  CreateCallInput,
-  CreateLeadActivityInput,
-  UpdateLeadInput,
-} from './platform.types';
+import type { LeadNode, LeadActivityNode, CreateCallInput, CreateLeadActivityInput, UpdateLeadInput } from './platform.types';
 
 @Injectable()
 export class PlatformGraphqlService {
@@ -25,18 +19,14 @@ export class PlatformGraphqlService {
     }
 
     // Query using a passed-through auth header (user JWT)
-  async queryWithAuth<T>(
-    query: string,
-    variables: Record<string, any> | undefined,
-    authHeader: string,
-  ): Promise<T> {
+    async queryWithAuth<T>(query: string, variables: Record<string, any> | undefined, authHeader: string): Promise<T> {
         const response = await axios.post(
             this.graphqlUrl,
             { query, variables },
             {
                 headers: {
                     'Content-Type': 'application/json',
-          Authorization: authHeader,
+                    'Authorization': authHeader,
                 },
             },
         );
@@ -73,16 +63,10 @@ export class PlatformGraphqlService {
 
         // Client-side phone matching (strip non-digits for comparison)
         const normalizedPhone = phone.replace(/\D/g, '');
-    return (
-      data.leads.edges.find((edge) => {
+        return data.leads.edges.find(edge => {
             const leadPhones = edge.node.contactPhone ?? [];
-        return leadPhones.some(
-          (p) =>
-            p.number.replace(/\D/g, '').endsWith(normalizedPhone) ||
-            normalizedPhone.endsWith(p.number.replace(/\D/g, '')),
-        );
-      })?.node ?? null
-    );
+            return leadPhones.some(p => p.number.replace(/\D/g, '').endsWith(normalizedPhone) || normalizedPhone.endsWith(p.number.replace(/\D/g, '')));
+        })?.node ?? null;
     }
 
     async findLeadById(id: string): Promise<LeadNode | null> {
@@ -126,9 +110,7 @@ export class PlatformGraphqlService {
         return data.createCall;
     }
 
-  async createLeadActivity(
-    input: CreateLeadActivityInput,
-  ): Promise<{ id: string }> {
+    async createLeadActivity(input: CreateLeadActivityInput): Promise<{ id: string }> {
         const data = await this.query<{ createLeadActivity: { id: string } }>(
             `mutation CreateLeadActivity($data: LeadActivityCreateInput!) {
                 createLeadActivity(data: $data) { id }
@@ -140,16 +122,11 @@ export class PlatformGraphqlService {
 
     // --- Token passthrough versions (for user-driven requests) ---
 
-  async findLeadByPhoneWithToken(
-    phone: string,
-    authHeader: string,
-  ): Promise<LeadNode | null> {
+    async findLeadByPhoneWithToken(phone: string, authHeader: string): Promise<LeadNode | null> {
         const normalizedPhone = phone.replace(/\D/g, '');
         const last10 = normalizedPhone.slice(-10);
 
-    const data = await this.queryWithAuth<{
-      leads: { edges: { node: LeadNode }[] };
-    }>(
+        const data = await this.queryWithAuth<{ leads: { edges: { node: LeadNode }[] } }>(
             `query FindLeads($first: Int) {
                 leads(first: $first, orderBy: [{ createdAt: DescNullsLast }]) {
                     edges {
@@ -171,37 +148,22 @@ export class PlatformGraphqlService {
         );
 
         // Client-side phone matching
-    return (
-      data.leads.edges.find((edge) => {
+        return data.leads.edges.find(edge => {
             const phones = edge.node.contactPhone ?? [];
             if (Array.isArray(phones)) {
                 return phones.some((p: any) => {
-            const num = (p.number ?? p.primaryPhoneNumber ?? '').replace(
-              /\D/g,
-              '',
-            );
+                    const num = (p.number ?? p.primaryPhoneNumber ?? '').replace(/\D/g, '');
                     return num.endsWith(last10) || last10.endsWith(num);
                 });
             }
             // Handle single phone object
-        const num = (
-          (phones as any).primaryPhoneNumber ??
-          (phones as any).number ??
-          ''
-        ).replace(/\D/g, '');
+            const num = ((phones as any).primaryPhoneNumber ?? (phones as any).number ?? '').replace(/\D/g, '');
             return num.endsWith(last10) || last10.endsWith(num);
-      })?.node ?? null
-    );
+        })?.node ?? null;
     }
 
-  async getLeadActivitiesWithToken(
-    leadId: string,
-    authHeader: string,
-    limit = 5,
-  ): Promise<LeadActivityNode[]> {
-    const data = await this.queryWithAuth<{
-      leadActivities: { edges: { node: LeadActivityNode }[] };
-    }>(
+    async getLeadActivitiesWithToken(leadId: string, authHeader: string, limit = 5): Promise<LeadActivityNode[]> {
+        const data = await this.queryWithAuth<{ leadActivities: { edges: { node: LeadActivityNode }[] } }>(
             `query GetLeadActivities($filter: LeadActivityFilterInput, $first: Int) {
                 leadActivities(filter: $filter, first: $first, orderBy: [{ occurredAt: DescNullsLast }]) {
                     edges {
@@ -214,14 +176,10 @@ export class PlatformGraphqlService {
             { filter: { leadId: { eq: leadId } }, first: limit },
             authHeader,
         );
-    return data.leadActivities.edges.map((e) => e.node);
+        return data.leadActivities.edges.map(e => e.node);
     }
 
-  async updateLeadWithToken(
-    id: string,
-    input: UpdateLeadInput,
-    authHeader: string,
-  ): Promise<LeadNode> {
+    async updateLeadWithToken(id: string, input: UpdateLeadInput, authHeader: string): Promise<LeadNode> {
         // Response fragment deliberately excludes `leadStatus` — the staging
         // platform schema has this field renamed to `status`. Selecting the
         // old name rejects the whole mutation. Callers don't use the
@@ -249,10 +207,7 @@ export class PlatformGraphqlService {
     // (`status`, `source`, `lastContacted`) rather than the older
     // `leadStatus`/`leadSource`/`lastContactedAt` names — otherwise the
     // query would be rejected on staging.
-  async findLeadByIdWithToken(
-    id: string,
-    authHeader: string,
-  ): Promise<any | null> {
+    async findLeadByIdWithToken(id: string, authHeader: string): Promise<any | null> {
         try {
             const data = await this.queryWithAuth<{ lead: any }>(
                 `query FindLead($id: UUID!) {
@@ -277,9 +232,7 @@ export class PlatformGraphqlService {
         } catch {
             // Fall back to edge-style query in case the singular field
             // doesn't exist on this platform version.
-      const data = await this.queryWithAuth<{
-        leads: { edges: { node: any }[] };
-      }>(
+            const data = await this.queryWithAuth<{ leads: { edges: { node: any }[] } }>(
                 `query FindLead($id: UUID!) {
                     leads(filter: { id: { eq: $id } }, first: 1) {
                         edges {
@@ -306,75 +259,10 @@ export class PlatformGraphqlService {
         }
     }
 
-  async getPatientWithToken(
-    patientId: string,
-    authHeader: string,
-  ): Promise<any | null> {
-    try {
-      const data = await this.queryWithAuth<{ patient: any }>(
-        `query GetPatient($id: UUID!) {
-                    patient(filter: { id: { eq: $id } }) {
-                        id
-                        fullName { firstName lastName }
-                        dateOfBirth
-                        patientType
-                    }
-                }`,
-        { id: patientId },
-        authHeader,
-      );
-      return data.patient ?? null;
-    } catch {
-      return null;
-    }
-  }
-
-  async getUpcomingAppointmentsWithToken(
-    patientId: string,
-    authHeader: string,
-    limit = 3,
-  ): Promise<any[]> {
-    try {
-      const data = await this.queryWithAuth<{
-        appointments: { edges: { node: any }[] };
-      }>(
-        `query GetAppointments($filter: AppointmentFilterInput, $first: Int) {
-                    appointments(filter: $filter, first: $first, orderBy: [{ scheduledAt: AscNullsLast }]) {
-                        edges {
-                            node {
-                                id
-                                scheduledAt
-                                appointmentType
-                                doctorName
-                                status
-                            }
-                        }
-                    }
-                }`,
-        {
-          filter: {
-            patientId: { eq: patientId },
-            scheduledAt: { gte: new Date().toISOString() },
-          },
-          first: limit,
-        },
-        authHeader,
-      );
-      return data.appointments.edges.map((e) => e.node);
-    } catch {
-      return [];
-    }
-  }
-
     // --- Server-to-server versions (for webhooks, background jobs) ---
 
-  async getLeadActivities(
-    leadId: string,
-    limit = 3,
-  ): Promise<LeadActivityNode[]> {
-    const data = await this.query<{
-      leadActivities: { edges: { node: LeadActivityNode }[] };
-    }>(
+    async getLeadActivities(leadId: string, limit = 3): Promise<LeadActivityNode[]> {
+        const data = await this.query<{ leadActivities: { edges: { node: LeadActivityNode }[] } }>(
             `query GetLeadActivities($filter: LeadActivityFilterInput, $first: Int) {
                 leadActivities(filter: $filter, first: $first, orderBy: { occurredAt: DescNullsLast }) {
                     edges {
@@ -386,6 +274,6 @@ export class PlatformGraphqlService {
             }`,
             { filter: { leadId: { eq: leadId } }, first: limit },
         );
-    return data.leadActivities.edges.map((e) => e.node);
+        return data.leadActivities.edges.map(e => e.node);
     }
 }