AI Summary not showing appointments fix.

.gitignore

@@ -42,3 +42,7 @@ 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

@@ -15,6 +15,17 @@ 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 }[];
 };
 
@@ -24,8 +35,12 @@ type EnrichmentResult = {
 };
 
 const enrichmentSchema = z.object({
-    aiSummary: z.string().describe('1-2 sentence summary of who this lead is and their history'),
+  aiSummary: z
-    aiSuggestedAction: z.string().describe('5-10 word suggested action for the agent'),
+    .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()
@@ -56,28 +71,51 @@ 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}`);
@@ -87,12 +125,16 @@ 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

@@ -1,4 +1,11 @@
-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';
 
@@ -33,17 +40,51 @@ 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
-            if (!lead.aiSummary) {
+      // generate aiSummary everytime
+      // if (!lead.aiSummary) {
       try {
         const enrichment = await this.ai.enrichLead({
           firstName: lead.contactName?.firstName,
@@ -53,6 +94,20 @@ 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 ?? '',
@@ -64,17 +119,21 @@ 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

@@ -153,8 +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.
@@ -204,10 +212,22 @@ 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: 'hospitalName',
-            { key: 'branchContext', description: 'Pre-rendered branch-selection instructions block' },
+        description: 'Branded hospital display name from theme.json',
-            { key: 'knowledgeBase', description: 'Pre-rendered list of departments + doctors + clinics' },
+      },
+      {
+        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,
   ),
@@ -216,16 +236,18 @@ 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(
@@ -233,21 +255,36 @@ 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: 'activities', description: 'Pre-rendered recent activity summary' },
+      {
+        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' }],
-            { key: 'hospitalName', description: 'Branded hospital display name' },
-        ],
     CALL_INSIGHT_DEFAULT,
   ),
   callAssist: promptDefault(
@@ -255,7 +292,11 @@ 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,
   ),
@@ -264,8 +305,16 @@ 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,
   ),
@@ -280,7 +329,10 @@ 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

@@ -1,7 +1,13 @@
 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 {
@@ -19,14 +25,18 @@ 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,
         },
       },
     );
@@ -63,10 +73,16 @@ 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, '')));
+        return leadPhones.some(
-        })?.node ?? null;
+          (p) =>
+            p.number.replace(/\D/g, '').endsWith(normalizedPhone) ||
+            normalizedPhone.endsWith(p.number.replace(/\D/g, '')),
+        );
+      })?.node ?? null
+    );
   }
 
   async findLeadById(id: string): Promise<LeadNode | null> {
@@ -110,7 +126,9 @@ 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 }
@@ -122,11 +140,16 @@ 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 {
@@ -148,22 +171,37 @@ 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[]> {
+  async getLeadActivitiesWithToken(
-        const data = await this.queryWithAuth<{ leadActivities: { edges: { node: LeadActivityNode }[] } }>(
+    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 {
@@ -176,10 +214,14 @@ 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
@@ -207,7 +249,10 @@ 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($id: UUID!) {
@@ -232,7 +277,9 @@ export class PlatformGraphqlService {
     } catch {
       // Fall back to edge-style query in case the singular field
       // doesn't exist on this platform version.
-            const data = await this.queryWithAuth<{ leads: { edges: { node: any }[] } }>(
+      const data = await this.queryWithAuth<{
+        leads: { edges: { node: any }[] };
+      }>(
         `query FindLead($id: UUID!) {
                     leads(filter: { id: { eq: $id } }, first: 1) {
                         edges {
@@ -259,10 +306,75 @@ 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[]> {
+  async getLeadActivities(
-        const data = await this.query<{ leadActivities: { edges: { node: LeadActivityNode }[] } }>(
+    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 {
@@ -274,6 +386,6 @@ 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);
   }
 }