AI Summary not showing appointments fix.

src/config/ai.defaults.ts

@@ -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;
 };
 
 // ---------------------------------------------------------------------------
@@ -153,8 +153,16 @@ Lead details:
 - Lead age: {{daysSince}} days
 - Contact attempts: {{contactAttempts}}
 
+Patient Context:
+{{patientContext}}
+
+Upcoming Appointments:
+{{appointmentContext}}
+
 Recent activity:
-{{activities}}`;
+{{activities}}
+
+Generate a 1-2 sentence summary of the lead and a 5-10 word suggested action for the agent.`;
 
 const CALL_INSIGHT_DEFAULT = `You are a CRM assistant for {{hospitalName}}.
 Generate a brief, actionable insight about this lead based on their interaction history.
@@ -185,102 +193,146 @@ 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: '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,
-    ),
+  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,
+  ),
 };
 
 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' },
 ];