mirror of
https://dev.azure.com/globalhealthx/EMR/_git/helix-engage-server
synced 2026-05-18 20:08:19 +00:00
AI Summary not showing appointments fix.
This commit is contained in:
Kartik Datrika
@@ -7,107 +7,149 @@ import { createAiModel } from './ai-provider';
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import { AiConfigService } from '../config/ai-config.service';
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type LeadContext = {
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firstName?: string;
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lastName?: string;
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leadSource?: string;
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interestedService?: string;
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leadStatus?: string;
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contactAttempts?: number;
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createdAt?: string;
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campaignId?: string;
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activities?: { activityType: string; summary: string }[];
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firstName?: string;
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lastName?: string;
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leadSource?: string;
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interestedService?: string;
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leadStatus?: string;
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contactAttempts?: number;
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createdAt?: string;
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campaignId?: string;
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patient?: {
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age?: number;
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type?: string; // 'new' | 'returning' | 'vip'
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hasRecords?: boolean;
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};
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upcomingAppointments?: Array<{
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scheduledAt?: string;
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doctorName?: string;
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appointmentType?: string;
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status?: string;
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}>;
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activities?: { activityType: string; summary: string }[];
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};
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type EnrichmentResult = {
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aiSummary: string;
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aiSuggestedAction: string;
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aiSummary: string;
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aiSuggestedAction: string;
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};
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const enrichmentSchema = z.object({
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aiSummary: z.string().describe('1-2 sentence summary of who this lead is and their history'),
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aiSuggestedAction: z.string().describe('5-10 word suggested action for the agent'),
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aiSummary: z
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.string()
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.describe('1-2 sentence summary of who this lead is and their history'),
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aiSuggestedAction: z
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.string()
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.describe('5-10 word suggested action for the agent'),
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});
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@Injectable()
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export class AiEnrichmentService {
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private readonly logger = new Logger(AiEnrichmentService.name);
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private readonly aiModel: LanguageModel | null;
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private readonly logger = new Logger(AiEnrichmentService.name);
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private readonly aiModel: LanguageModel | null;
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constructor(
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private config: ConfigService,
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private aiConfig: AiConfigService,
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) {
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const cfg = aiConfig.getConfig();
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this.aiModel = createAiModel({
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provider: cfg.provider,
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model: cfg.model,
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anthropicApiKey: config.get<string>('ai.anthropicApiKey'),
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openaiApiKey: config.get<string>('ai.openaiApiKey'),
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});
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if (!this.aiModel) {
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this.logger.warn('AI not configured — enrichment uses fallback');
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}
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constructor(
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private config: ConfigService,
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private aiConfig: AiConfigService,
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) {
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const cfg = aiConfig.getConfig();
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this.aiModel = createAiModel({
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provider: cfg.provider,
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model: cfg.model,
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anthropicApiKey: config.get<string>('ai.anthropicApiKey'),
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openaiApiKey: config.get<string>('ai.openaiApiKey'),
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});
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if (!this.aiModel) {
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this.logger.warn('AI not configured — enrichment uses fallback');
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}
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}
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async enrichLead(lead: LeadContext): Promise<EnrichmentResult> {
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if (!this.aiModel) {
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return this.fallbackEnrichment(lead);
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}
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async enrichLead(lead: LeadContext): Promise<EnrichmentResult> {
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if (!this.aiModel) {
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return this.fallbackEnrichment(lead);
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}
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try {
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const daysSince = lead.createdAt
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? Math.floor(
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(Date.now() - new Date(lead.createdAt).getTime()) /
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(1000 * 60 * 60 * 24),
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)
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: 0;
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try {
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const daysSince = lead.createdAt
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? Math.floor((Date.now() - new Date(lead.createdAt).getTime()) / (1000 * 60 * 60 * 24))
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: 0;
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const activitiesText = lead.activities?.length
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? lead.activities
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.map((a) => `- ${a.activityType}: ${a.summary}`)
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.join('\n')
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: 'No previous interactions';
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const activitiesText = lead.activities?.length
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? lead.activities.map(a => `- ${a.activityType}: ${a.summary}`).join('\n')
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: 'No previous interactions';
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const patientContext = lead.patient
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? `Age: ${lead.patient.age ?? 'Unknown'} | Type: ${lead.patient.type ?? 'Unknown'} | Prior Records: ${lead.patient.hasRecords ? 'Yes' : 'No'}`
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: 'No patient record linked';
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const { object } = await generateObject({
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model: this.aiModel!,
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schema: enrichmentSchema,
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prompt: this.aiConfig.renderPrompt('leadEnrichment', {
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leadName: `${lead.firstName ?? 'Unknown'} ${lead.lastName ?? ''}`.trim(),
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leadSource: lead.leadSource ?? 'Unknown',
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interestedService: lead.interestedService ?? 'Unknown',
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leadStatus: lead.leadStatus ?? 'Unknown',
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daysSince,
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contactAttempts: lead.contactAttempts ?? 0,
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activities: activitiesText,
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}),
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});
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const appointmentContext = lead.upcomingAppointments?.length
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? lead.upcomingAppointments
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.map(
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(a) =>
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`- ${a.scheduledAt ? new Date(a.scheduledAt).toLocaleDateString() : 'TBD'}: ${a.appointmentType ?? 'Appointment'} with ${a.doctorName ?? 'Doctor'} (${a.status ?? 'Scheduled'})`,
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)
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.join('\n')
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: 'No upcoming appointments';
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this.logger.log(`AI enrichment generated for lead ${lead.firstName} ${lead.lastName}`);
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return object;
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} catch (error) {
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this.logger.error(`AI enrichment failed: ${error}`);
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return this.fallbackEnrichment(lead);
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}
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const { object } = await generateObject({
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model: this.aiModel!,
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schema: enrichmentSchema,
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prompt: this.aiConfig.renderPrompt('leadEnrichment', {
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leadName:
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`${lead.firstName ?? 'Unknown'} ${lead.lastName ?? ''}`.trim(),
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leadSource: lead.leadSource ?? 'Unknown',
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interestedService: lead.interestedService ?? 'Unknown',
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leadStatus: lead.leadStatus ?? 'Unknown',
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daysSince,
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contactAttempts: lead.contactAttempts ?? 0,
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patientContext,
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appointmentContext,
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activities: activitiesText,
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}),
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});
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this.logger.log(
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`AI enrichment generated for lead ${lead.firstName} ${lead.lastName}`,
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);
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return object;
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} catch (error) {
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this.logger.error(`AI enrichment failed: ${error}`);
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return this.fallbackEnrichment(lead);
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}
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}
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private fallbackEnrichment(lead: LeadContext): EnrichmentResult {
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const daysSince = lead.createdAt
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? Math.floor(
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(Date.now() - new Date(lead.createdAt).getTime()) /
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(1000 * 60 * 60 * 24),
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)
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: 0;
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const attempts = lead.contactAttempts ?? 0;
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const service = lead.interestedService ?? 'general inquiry';
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const source =
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lead.leadSource?.replace(/_/g, ' ').toLowerCase() ?? 'unknown source';
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let summary: string;
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let action: string;
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if (attempts === 0) {
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summary = `First-time inquiry from ${source}. Interested in ${service}. Lead is ${daysSince} day(s) old with no previous contact.`;
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action = `Introduce services and offer appointment booking`;
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} else if (attempts === 1) {
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summary = `Returning inquiry — contacted once before. Interested in ${service} via ${source}. Lead is ${daysSince} day(s) old.`;
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action = `Follow up on previous conversation, offer appointment`;
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} else {
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summary = `Repeat contact (${attempts} previous attempts) for ${service}. Originally from ${source}, ${daysSince} day(s) old. Shows high interest.`;
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action = `Prioritize appointment booking — high-intent lead`;
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}
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private fallbackEnrichment(lead: LeadContext): EnrichmentResult {
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const daysSince = lead.createdAt
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? Math.floor((Date.now() - new Date(lead.createdAt).getTime()) / (1000 * 60 * 60 * 24))
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: 0;
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const attempts = lead.contactAttempts ?? 0;
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const service = lead.interestedService ?? 'general inquiry';
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const source = lead.leadSource?.replace(/_/g, ' ').toLowerCase() ?? 'unknown source';
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let summary: string;
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let action: string;
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if (attempts === 0) {
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summary = `First-time inquiry from ${source}. Interested in ${service}. Lead is ${daysSince} day(s) old with no previous contact.`;
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action = `Introduce services and offer appointment booking`;
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} else if (attempts === 1) {
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summary = `Returning inquiry — contacted once before. Interested in ${service} via ${source}. Lead is ${daysSince} day(s) old.`;
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action = `Follow up on previous conversation, offer appointment`;
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} else {
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summary = `Repeat contact (${attempts} previous attempts) for ${service}. Originally from ${source}, ${daysSince} day(s) old. Shows high interest.`;
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action = `Prioritize appointment booking — high-intent lead`;
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}
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return { aiSummary: summary, aiSuggestedAction: action };
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}
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return { aiSummary: summary, aiSuggestedAction: action };
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}
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}
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