Files
helix-engage-server/src/caller/caller-context.service.ts
saridsa2 8c8b1e78b0 feat: caller context cache invalidation endpoint
- CallerContextService: added invalidateCache(leadId) method
- CallerResolutionController: POST /api/caller/invalidate-context
  endpoint — frontend calls after appointment mutations to bust
  stale AI context cache

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-18 05:29:56 +05:30

250 lines
11 KiB
TypeScript

import { Injectable, Logger } from '@nestjs/common';
import { PlatformGraphqlService } from '../platform/platform-graphql.service';
import { SessionService } from '../auth/session.service';
import { evaluateSuggestionRules, type SuggestionTrigger } from '../rules-engine/suggestion-rules';
export type CallerContext = {
leadId: string;
patientId: string;
name: string;
phone: string;
isNew: boolean;
// Lead profile
leadSource: string | null;
leadStatus: string | null;
interestedService: string | null;
aiSummary: string | null;
contactAttempts: number;
lastContacted: string | null;
utmCampaign: string | null;
// Appointments
appointments: Array<{
scheduledAt: string;
status: string;
doctorName: string;
department: string;
reasonForVisit: string | null;
}>;
// Recent call history
calls: Array<{
startedAt: string;
direction: string;
duration: number | null;
disposition: string | null;
agentName: string | null;
}>;
// Lead activities
activities: Array<{
activityType: string;
summary: string | null;
occurredAt: string;
outcome: string | null;
}>;
// Rule-driven suggestion triggers
suggestionTriggers: SuggestionTrigger[];
};
const CACHE_KEY_PREFIX = 'caller:context:';
const CACHE_TTL = 300; // 5 minutes — covers the call duration
@Injectable()
export class CallerContextService {
private readonly logger = new Logger(CallerContextService.name);
constructor(
private readonly platform: PlatformGraphqlService,
private readonly session: SessionService,
) {}
async getOrBuild(leadId: string, patientId: string, auth: string): Promise<CallerContext | null> {
if (!leadId) return null;
// Check cache first
const cacheKey = `${CACHE_KEY_PREFIX}${leadId}`;
try {
const cached = await this.session.getCache(cacheKey);
if (cached) {
this.logger.log(`[CALLER-CTX] Cache hit for ${leadId}`);
return JSON.parse(cached);
}
} catch {}
// Build fresh
this.logger.log(`[CALLER-CTX] Building context for lead=${leadId} patient=${patientId}`);
const ctx = await this.build(leadId, patientId, auth);
if (ctx) {
this.session.setCache(cacheKey, JSON.stringify(ctx), CACHE_TTL).catch(() => {});
}
return ctx;
}
async invalidateCache(leadId: string): Promise<void> {
if (!leadId) return;
const cacheKey = `${CACHE_KEY_PREFIX}${leadId}`;
await this.session.deleteCache(cacheKey).catch(() => {});
this.logger.log(`[CALLER-CTX] Cache invalidated for ${leadId}`);
}
// Fire-and-forget pre-warm — called from caller resolution
// so the cache is hot when the AI stream fires seconds later.
prewarm(leadId: string, patientId: string, auth: string): void {
if (!leadId) return;
this.getOrBuild(leadId, patientId, auth).catch(err => {
this.logger.warn(`[CALLER-CTX] Prewarm failed: ${err.message}`);
});
}
private async build(leadId: string, patientId: string, auth: string): Promise<CallerContext | null> {
try {
// Step 1: Fetch lead first to get the authoritative patientId
const leadData = await this.platform.queryWithAuth<any>(
`{ lead(filter: { id: { eq: "${leadId}" } }) {
id contactName { firstName lastName }
contactPhone { primaryPhoneNumber }
source status interestedService
aiSummary contactAttempts lastContacted
utmCampaign patientId
} }`,
undefined, auth,
);
const lead = leadData?.lead;
if (!lead) return null;
// Use Lead's patientId as authoritative source — the input
// param may be empty if caller resolution just linked them.
const resolvedPatientId = patientId || lead.patientId || '';
this.logger.log(`[CALLER-CTX] Resolved patientId=${resolvedPatientId} (input=${patientId}, lead=${lead.patientId ?? '∅'})`);
const firstName = lead.contactName?.firstName ?? '';
const lastName = lead.contactName?.lastName ?? '';
// Step 2: Fetch appointments, calls, activities in parallel
// using the resolved patientId from the Lead record.
const [appointmentsData, callsData, activitiesData] = await Promise.all([
resolvedPatientId ? this.platform.queryWithAuth<any>(
`{ appointments(first: 10, filter: { patientId: { eq: "${resolvedPatientId}" } }, orderBy: [{ scheduledAt: DescNullsLast }]) { edges { node {
scheduledAt status doctorName department reasonForVisit
} } } }`,
undefined, auth,
) : Promise.resolve(null),
this.platform.queryWithAuth<any>(
`{ calls(first: 10, filter: { leadId: { eq: "${leadId}" } }, orderBy: [{ startedAt: DescNullsLast }]) { edges { node {
startedAt direction durationSec disposition agentName
} } } }`,
undefined, auth,
),
this.platform.queryWithAuth<any>(
`{ leadActivities(first: 10, filter: { leadId: { eq: "${leadId}" } }, orderBy: [{ occurredAt: DescNullsLast }]) { edges { node {
activityType summary occurredAt outcome
} } } }`,
undefined, auth,
),
]);
const appointments = (appointmentsData?.appointments?.edges ?? []).map((e: any) => e.node);
const calls = (callsData?.calls?.edges ?? []).map((e: any) => ({
startedAt: e.node.startedAt,
direction: e.node.direction,
duration: e.node.durationSec,
disposition: e.node.disposition,
agentName: e.node.agentName,
}));
const suggestionTriggers = evaluateSuggestionRules({
isNew: false,
interestedService: lead.interestedService ?? null,
leadStatus: lead.status ?? null,
contactAttempts: lead.contactAttempts ?? 0,
appointments,
calls: calls.map((c: any) => ({ direction: c.direction, disposition: c.disposition, startedAt: c.startedAt })),
utmCampaign: lead.utmCampaign ?? null,
leadSource: lead.source ?? null,
});
return {
leadId,
patientId: resolvedPatientId,
name: `${firstName} ${lastName}`.trim() || 'Unknown',
phone: lead.contactPhone?.primaryPhoneNumber ?? '',
isNew: false,
leadSource: lead.source ?? null,
leadStatus: lead.status ?? null,
interestedService: lead.interestedService ?? null,
aiSummary: lead.aiSummary ?? null,
contactAttempts: lead.contactAttempts ?? 0,
lastContacted: lead.lastContacted ?? null,
utmCampaign: lead.utmCampaign ?? null,
appointments,
calls,
activities: (activitiesData?.leadActivities?.edges ?? []).map((e: any) => e.node),
suggestionTriggers,
};
} catch (err: any) {
this.logger.warn(`[CALLER-CTX] Build failed: ${err.message}`);
return null;
}
}
renderSuggestionsForPrompt(triggers: SuggestionTrigger[]): string {
if (triggers.length === 0) return '';
const lines = [
'',
'SUGGESTION RULES (from business configuration):',
'Based on this caller\'s profile, the following suggestions should be offered.',
'Generate a natural, conversational script for each that the agent can read aloud.',
'Return them in the `suggestions` array of your JSON response.',
'',
];
triggers.forEach((t, i) => {
lines.push(`${i + 1}. [${t.type}/${t.priority}] ${t.title}${t.reason}`);
});
return lines.join('\n');
}
renderForPrompt(ctx: CallerContext): string {
const lines: string[] = [];
lines.push(`## CURRENT CALLER: ${ctx.name}`);
lines.push(`Phone: ${ctx.phone}`);
if (ctx.leadSource) lines.push(`Source: ${ctx.leadSource}`);
if (ctx.leadStatus) lines.push(`Status: ${ctx.leadStatus}`);
if (ctx.interestedService) lines.push(`Interested in: ${ctx.interestedService}`);
if (ctx.utmCampaign) lines.push(`Campaign: ${ctx.utmCampaign}`);
if (ctx.contactAttempts > 0) lines.push(`Contact attempts: ${ctx.contactAttempts}`);
if (ctx.lastContacted) lines.push(`Last contacted: ${ctx.lastContacted}`);
if (ctx.aiSummary) {
lines.push(`\nAI Summary: ${ctx.aiSummary}`);
}
if (ctx.appointments.length > 0) {
lines.push(`\n### Appointments (${ctx.appointments.length})`);
for (const a of ctx.appointments) {
const date = a.scheduledAt ? new Date(a.scheduledAt).toLocaleDateString('en-IN', { day: 'numeric', month: 'short', year: 'numeric' }) : '?';
lines.push(`- ${date} | ${a.doctorName ?? '?'} (${a.department ?? '?'}) | ${a.status}${a.reasonForVisit ? ` | ${a.reasonForVisit}` : ''}`);
}
} else {
lines.push('\nNo appointments on record.');
}
if (ctx.calls.length > 0) {
lines.push(`\n### Call History (last ${ctx.calls.length})`);
for (const c of ctx.calls) {
const date = c.startedAt ? new Date(c.startedAt).toLocaleDateString('en-IN', { day: 'numeric', month: 'short', year: 'numeric' }) : '?';
const dur = c.duration ? `${Math.floor(c.duration / 60)}m${c.duration % 60}s` : '?';
lines.push(`- ${date} | ${c.direction ?? '?'} | ${dur} | ${c.disposition ?? 'No disposition'}${c.agentName ? ` | Agent: ${c.agentName}` : ''}`);
}
}
if (ctx.activities.length > 0) {
lines.push(`\n### Recent Activity (last ${ctx.activities.length})`);
for (const a of ctx.activities) {
const date = a.occurredAt ? new Date(a.occurredAt).toLocaleDateString('en-IN', { day: 'numeric', month: 'short', year: 'numeric' }) : '?';
lines.push(`- ${date} | ${a.activityType}${a.summary ? `: ${a.summary}` : ''}${a.outcome ? `${a.outcome}` : ''}`);
}
}
return lines.join('\n');
}
}