chatwoot-develop/app/services/crm_insights/update_service.rb

360 lines
12 KiB
Ruby

module CrmInsights
class UpdateService
def initialize(conversation:, reason: nil)
@conversation = conversation
@reason = reason
end
def call
session_stats = ContactSessionCounter.new(@conversation).call
last_success = @conversation.latest_crm_insight
last_message_id = relevant_messages.maximum(:id)
return result_payload(last_success, 'no_messages') if last_message_id.blank?
from_message_id = last_success&.range_to_message_id ? last_success.range_to_message_id + 1 : nil
to_message_id = last_message_id
return result_payload(last_success, 'no_delta') if from_message_id.present? && from_message_id > to_message_id
result = GenerateService.new(
conversation: @conversation,
insight: last_success,
sessions_count: session_stats[:count],
last_contact_at: session_stats[:last_contact_at],
from_message_id: from_message_id,
to_message_id: to_message_id
).generate
if result[:data].blank?
create_failed_insight(
session_stats: session_stats,
from_message_id: from_message_id,
to_message_id: to_message_id,
error_message: result[:error] || 'Falha ao gerar resumo'
)
return result_payload(last_success, 'failed', result[:error])
end
range_messages = messages_for_range(from_message_id, to_message_id)
sanitized_result = sanitize_result(
result[:data],
range_messages,
last_success&.structured_data || {},
@conversation.contact
)
insight = create_success_insight(
result: sanitized_result,
session_stats: session_stats,
from_message_id: from_message_id,
to_message_id: to_message_id
)
result_payload(insight, 'success')
end
private
def relevant_messages
@relevant_messages ||= @conversation.messages.where(
message_type: %i[incoming outgoing],
private: false
)
end
def messages_for_range(from_message_id, to_message_id)
scope = relevant_messages
scope = scope.where('id >= ?', from_message_id) if from_message_id
scope = scope.where('id <= ?', to_message_id) if to_message_id
scope
end
def sanitize_result(result, messages, prior_structured, contact)
structured_data = result['structured_data'] || {}
incoming_messages = messages.select(&:incoming?)
incoming_text = incoming_messages.map { |message| message.content.to_s.downcase }.join(' ')
inbound_count = messages.count(&:incoming?)
outbound_count = messages.count(&:outgoing?)
sanitized_structured = structured_data.deep_dup
return minimal_payload(incoming_messages, contact) if inbound_count < 3
sanitized_structured['frictions'] = sanitize_frictions(
structured_data['frictions'],
incoming_text,
prior_structured['frictions']
)
sanitized_structured['contact_pattern'] = sanitize_contact_pattern(
structured_data['contact_pattern'],
incoming_text,
inbound_count,
prior_structured['contact_pattern']
)
sanitized_structured['preferences'] = sanitize_preferences(
structured_data['preferences'],
incoming_text,
prior_structured['preferences']
)
if inbound_count < 3 && outbound_count < 3
sanitized_structured['intent'] = ''
sanitized_structured['urgency'] = ''
sanitized_structured['price_sensitivity'] = ''
sanitized_structured['commercial_status'] = ''
sanitized_structured['customer_potential'] = ''
end
summary_text = result['summary_text'].to_s.strip
summary_text = summary_text.presence || 'Ainda nao ha dados suficientes para um perfil do cliente.'
sanitized_structured['summary_text'] = summary_text
sanitized_structured['schema_version'] = structured_data['schema_version'] || '1.0'
sanitized_structured['source'] = structured_data['source'] || 'ai'
sanitized_structured['generated_at'] = structured_data['generated_at'] || Time.current.iso8601
sanitized_structured['evidence'] ||= {}
{
'summary_text' => summary_text,
'structured_data' => sanitized_structured
}
end
def sanitize_frictions(frictions, text, prior_frictions)
items = Array(frictions).map(&:to_s)
return Array(prior_frictions).map(&:to_s) if items.empty?
evidence = {
'pagamento' => /(pagamento|pix|cart[aã]o|forma de pagamento)/i,
'checkin' => /(check-?in|entrada|hor[aá]rio de entrada)/i,
'preco' => /(pre[cç]o|valor|custo)/i
}
filtered = items.select do |item|
evidence.any? { |key, pattern| item.downcase.include?(key) && text.match?(pattern) } ||
evidence.any? { |_, pattern| text.match?(pattern) && item.downcase.match?(pattern) }
end
return Array(prior_frictions).map(&:to_s) if filtered.empty? && prior_frictions.present?
filtered
end
def sanitize_contact_pattern(pattern, text, inbound_count, prior_pattern)
pattern_hash = pattern.is_a?(Hash) ? pattern : {}
time_range = pattern_hash['time_range'].to_s
days = Array(pattern_hash['days']).map(&:to_s)
if inbound_count < 3
return prior_pattern if prior_pattern.present?
return { 'time_range' => '', 'days' => [] }
end
time_evidence = text.match?(/(\b([01]?\d|2[0-3])h\b|\bmanha\b|\btarde\b|\bnoite\b|\bmadrugada\b)/i)
day_evidence = text.match?(/\b(segunda|ter[cç]a|quarta|quinta|sexta|sabado|sábado|domingo)\b/i)
time_range = '' unless time_evidence
days = [] unless day_evidence
if days.any?
normalized_text = text.downcase
days = days.select do |day|
normalized_text.match?(/\b#{Regexp.escape(day.downcase)}\b/i)
end
end
{
'time_range' => time_range,
'days' => days
}
end
def sanitize_preferences(preferences, text, prior_preferences)
return Array(prior_preferences).map(&:to_s) if preferences.blank?
tokens = if preferences.is_a?(Array)
preferences
elsif preferences.is_a?(Hash)
preferences.values.flatten
else
[preferences]
end
filtered = tokens.map(&:to_s).select do |item|
case item.downcase
when /hidro/
text.include?('hidro')
when /pix/
text.include?('pix')
when /check/
text.match?(/check-?in/)
else
parts = item.downcase.split(/[_\s]/).reject(&:blank?)
parts.any? { |part| text.include?(part) }
end
end
return Array(prior_preferences).map(&:to_s) if filtered.empty? && prior_preferences.present?
filtered
end
def minimal_summary(text, preferences)
prefs = Array(preferences).map(&:to_s).reject(&:blank?)
parts = []
if prefs.any?
humanized = prefs.map { |item| item.tr('_', ' ') }
parts << "demonstrou interesse em #{humanized.join(', ')}"
end
parts << 'perguntou sobre pagamento' if text.match?(/pix|pagamento|cart[aã]o|forma de pagamento/i)
parts << 'perguntou sobre horario de check-in' if text.match?(/check-?in|entrada|hor[aá]rio de entrada/i)
parts << 'mencionou um dia especifico' if text.match?(/\b(segunda|ter[cç]a|quarta|quinta|sexta|sabado|sábado|domingo)\b/i)
return 'Conversa inicial, sem historico suficiente para inferir padroes.' if parts.empty?
"Cliente #{parts.join(' e ')}. Conversa inicial, sem historico suficiente para inferir padroes."
end
def minimal_payload(incoming_messages, contact)
incoming_text = incoming_messages.map { |message| message.content.to_s }.join(' ')
normalized_text = normalize_text(incoming_text)
evidence = {}
preferred_name = contact&.additional_attributes&.fetch('preferred_name', nil)
if preferred_name.present?
name_ids = evidence_ids_for(preferred_name, incoming_messages)
evidence['preferred_name'] = name_ids if name_ids.any?
end
room_type = nil
if normalized_text.include?('hidro')
room_type = 'suite_hidro'
evidence['preferences.room_type'] = evidence_ids_for(/hidro/i, incoming_messages)
end
day_interest = []
day_map.each_key do |day|
day_interest << day if normalized_text.match?(/\b#{day}\b/i)
end
if day_interest.any?
day_regex = Regexp.union(day_interest.map { |day| /\b#{day}\b/i })
evidence['preferences.date_interest'] = evidence_ids_for(day_regex, incoming_messages)
end
intent = nil
if normalized_text.match?(/reserv|disponibil|vaga|quero|gostaria/)
intent = 'reserva_rapida'
evidence['intent'] = evidence_ids_for(/reserv|disponibil|vaga|quero|gostaria/i, incoming_messages)
end
summary_text = minimal_summary(normalized_text, room_type ? [room_type] : [])
summary_text = "Cliente se apresentou como #{preferred_name}. #{summary_text}" if preferred_name.present?
summary_text = summary_text.strip
structured_data = {
'schema_version' => '1.0',
'source' => 'ai',
'generated_at' => Time.current.iso8601,
'summary_text' => summary_text,
'customer_type' => nil,
'customer_potential' => nil,
'intent' => intent,
'urgency' => nil,
'price_sensitivity' => nil,
'confidence' => intent.present? ? 0.9 : nil,
'preferences' => {
'room_type' => room_type ? [room_type] : [],
'date_interest' => day_interest
},
'contact_pattern' => nil,
'frictions' => nil,
'commercial_status' => nil,
'nba' => if intent.present?
{
'action' => 'informar_disponibilidade_e_valor',
'priority' => 'media',
'reason' => 'Cliente demonstrou interesse inicial, mas ainda nao informou horario nem forma de pagamento.'
}
end,
'suggested_labels' => [
(room_type ? 'hidro' : nil),
'primeiro_contato'
].compact,
'evidence' => evidence
}
{
'summary_text' => summary_text,
'structured_data' => structured_data
}
end
def evidence_ids_for(pattern, messages)
regex = pattern.is_a?(Regexp) ? pattern : /#{Regexp.escape(pattern.to_s)}/i
messages.select { |message| message.content.to_s.match?(regex) }.map(&:id)
end
def normalize_text(value)
value.to_s.downcase.tr('áàãâéêíóôõúç', 'aaaaeeiooouc')
end
def day_map
{
'segunda' => 'segunda',
'terca' => 'terca',
'quarta' => 'quarta',
'quinta' => 'quinta',
'sexta' => 'sexta',
'sabado' => 'sabado',
'domingo' => 'domingo'
}
end
def create_success_insight(result:, session_stats:, from_message_id:, to_message_id:)
structured_data = result['structured_data'] || {}
model_name = ENV.fetch('CRM_INSIGHTS_MODEL', CrmInsights::GenerateService::DEFAULT_MODEL)
ConversationCrmInsight.create!(
conversation: @conversation,
contact: @conversation.contact,
account_id: @conversation.account_id,
summary_text: result['summary_text'],
structured_data: structured_data,
contact_sessions_count: session_stats[:count],
last_contact_at: session_stats[:last_contact_at],
generated_at: Time.current,
range_from_message_id: from_message_id,
range_to_message_id: to_message_id,
status: 'success',
schema_version: structured_data['schema_version'] || '1.0',
model: structured_data['model'] || model_name,
confidence: structured_data['confidence']
)
end
def create_failed_insight(session_stats:, from_message_id:, to_message_id:, error_message:)
ConversationCrmInsight.create!(
conversation: @conversation,
contact: @conversation.contact,
account_id: @conversation.account_id,
summary_text: nil,
structured_data: {},
contact_sessions_count: session_stats[:count],
last_contact_at: session_stats[:last_contact_at],
generated_at: Time.current,
range_from_message_id: from_message_id,
range_to_message_id: to_message_id,
status: 'failed',
error_message: error_message
)
end
def result_payload(insight, status, error_message = nil)
{
insight: insight,
status: status,
error_message: error_message
}
end
end
end