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Code Issues Packages Projects Releases Wiki Activity

AI Summary not showing appointments fix.

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This commit is contained in:
Kartik Datrika
2026-04-16 11:36:10 +05:30
parent 6adb3985cb
commit 973614749b
5 changed files with 702 additions and 433 deletions
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4
.gitignore vendored
View File

@@ -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

58
src/ai/ai-enrichment.service.ts
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@@ -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'),
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()
@@ -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;

73
src/call-events/call-lookup.controller.ts
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@@ -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}`);
}

88
src/config/ai.defaults.ts
View File

@@ -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: '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,
),
@@ -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' },
];

156
src/platform/platform-graphql.service.ts
View File

@@ -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, '')));
})?.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> {
@@ -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: $first, orderBy: [{ createdAt: DescNullsLast }]) {
edges {
@@ -148,22 +171,37 @@ export class PlatformGraphqlService {
);
// Client-side phone matching
return data.leads.edges.find(edge => {
return (
data.leads.edges.find((edge) => {
const phones = edge.node.contactPhone ?? [];
if (Array.isArray(phones)) {
return phones.some((p: any) => {
const num = (p.number ?? p.primaryPhoneNumber ?? '').replace(/\D/g, '');
const num = (p.number ?? p.primaryPhoneNumber ?? '').replace(
/\D/g,
'',
);
return num.endsWith(last10) || last10.endsWith(num);
});
}
// Handle single phone object
const num = ((phones as any).primaryPhoneNumber ?? (phones as any).number ?? '').replace(/\D/g, '');
const num = (
(phones as any).primaryPhoneNumber ??
(phones as any).number ??
''
).replace(/\D/g, '');
return num.endsWith(last10) || last10.endsWith(num);
})?.node ?? null;
})?.node ?? null
);
}
async getLeadActivitiesWithToken(leadId: string, authHeader: string, limit = 5): Promise<LeadActivityNode[]> {
const data = await this.queryWithAuth<{ leadActivities: { edges: { node: LeadActivityNode }[] } }>(
async getLeadActivitiesWithToken(
leadId: string,
authHeader: string,
limit = 5,
): Promise<LeadActivityNode[]> {
const data = await this.queryWithAuth<{
leadActivities: { edges: { node: LeadActivityNode }[] };
}>(
`query GetLeadActivities($filter: LeadActivityFilterInput, $first: Int) {
leadActivities(filter: $filter, first: $first, orderBy: [{ occurredAt: DescNullsLast }]) {
edges {
@@ -176,10 +214,14 @@ export class PlatformGraphqlService {
{ filter: { leadId: { eq: leadId } }, first: limit },
authHeader,
);
return data.leadActivities.edges.map(e => e.node);
return data.leadActivities.edges.map((e) => e.node);
}
async updateLeadWithToken(id: string, input: UpdateLeadInput, authHeader: string): Promise<LeadNode> {
async updateLeadWithToken(
id: string,
input: UpdateLeadInput,
authHeader: string,
): Promise<LeadNode> {
// Response fragment deliberately excludes `leadStatus` — the staging
// platform schema has this field renamed to `status`. Selecting the
// old name rejects the whole mutation. Callers don't use the
@@ -207,7 +249,10 @@ export class PlatformGraphqlService {
// (`status`, `source`, `lastContacted`) rather than the older
// `leadStatus`/`leadSource`/`lastContactedAt` names — otherwise the
// query would be rejected on staging.
async findLeadByIdWithToken(id: string, authHeader: string): Promise<any | null> {
async findLeadByIdWithToken(
id: string,
authHeader: string,
): Promise<any | null> {
try {
const data = await this.queryWithAuth<{ lead: any }>(
`query FindLead($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: $first, orderBy: [{ scheduledAt: AscNullsLast }]) {
edges {
node {
id
scheduledAt
appointmentType
doctorName
status
}
}
}
}`,
{
filter: {
patientId: { eq: patientId },
scheduledAt: { gte: new Date().toISOString() },
},
first: limit,
},
authHeader,
);
return data.appointments.edges.map((e) => e.node);
} catch {
return [];
}
}
// --- Server-to-server versions (for webhooks, background jobs) ---
async getLeadActivities(leadId: string, limit = 3): Promise<LeadActivityNode[]> {
const data = await this.query<{ leadActivities: { edges: { node: LeadActivityNode }[] } }>(
async getLeadActivities(
leadId: string,
limit = 3,
): Promise<LeadActivityNode[]> {
const data = await this.query<{
leadActivities: { edges: { node: LeadActivityNode }[] };
}>(
`query GetLeadActivities($filter: LeadActivityFilterInput, $first: Int) {
leadActivities(filter: $filter, first: $first, orderBy: { occurredAt: DescNullsLast }) {
edges {
@@ -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);
}
}