@consilioweb/payload-support 0.6.5 → 0.8.0

package/src/components/TicketConversation/hooks/useAI.ts

@@ -87,7 +87,7 @@ export function useAI(
     setAiReplying(false)
   }
 
-  const handleAiRewrite = async () => {
+  const handleAiRewrite = async (style: string = 'auto') => {
     if (!replyBody.trim()) return
     setAiRewriting(true)
     try {
@@ -95,7 +95,7 @@ export function useAI(
         method: 'POST',
         headers: { 'Content-Type': 'application/json' },
         credentials: 'include',
-        body: JSON.stringify({ action: 'rewrite', text: replyBody }),
+        body: JSON.stringify({ action: 'rewrite', text: replyBody, style }),
       })
       if (res.ok) {
         const data = await res.json()

package/src/components/TicketConversation/index.tsx

@@ -82,6 +82,98 @@ const layoutStyles = {
   } as React.CSSProperties,
 }
 
+// ── Rewrite style dropdown ──────────────────────────────────────────────
+const REWRITE_STYLES = [
+  { id: 'auto', label: '✏️ Auto', desc: 'Garde le ton actuel' },
+  { id: 'tutoyer', label: '👋 Tutoyer', desc: 'Passe en tu' },
+  { id: 'vouvoyer', label: '🎩 Vouvoyer', desc: 'Passe en vous' },
+  { id: 'formel', label: '💼 Formel', desc: 'Ton professionnel' },
+  { id: 'amical', label: '😊 Amical', desc: 'Ton chaleureux' },
+  { id: 'court', label: '⚡ Court', desc: 'Version concise' },
+]
+
+const RewriteDropdown: React.FC<{
+  disabled: boolean
+  loading: boolean
+  onSelect: (style: string) => void
+}> = ({ disabled, loading, onSelect }) => {
+  const [open, setOpen] = useState(false)
+  const ref = React.useRef<HTMLDivElement>(null)
+
+  React.useEffect(() => {
+    if (!open) return
+    const close = (e: MouseEvent) => {
+      if (ref.current && !ref.current.contains(e.target as Node)) setOpen(false)
+    }
+    document.addEventListener('mousedown', close)
+    return () => document.removeEventListener('mousedown', close)
+  }, [open])
+
+  return (
+    <div ref={ref} style={{ position: 'relative', display: 'inline-block' }}>
+      <button
+        type="button"
+        onClick={() => setOpen(!open)}
+        disabled={disabled}
+        style={{
+          ...s.outlineBtn('#0891b2', disabled),
+          fontSize: '11px',
+          padding: '3px 10px',
+          borderRadius: '14px',
+          display: 'flex',
+          alignItems: 'center',
+          gap: '4px',
+        }}
+      >
+        {loading ? 'Reformulation...' : '✏️ Reformuler'}
+        {!loading && <span style={{ fontSize: 9, opacity: 0.7 }}>▼</span>}
+      </button>
+      {open && !disabled && !loading && (
+        <div
+          style={{
+            position: 'absolute',
+            bottom: '100%',
+            left: 0,
+            marginBottom: 4,
+            background: 'var(--theme-elevation-0, #fff)',
+            border: '1px solid var(--theme-elevation-200, #e5e7eb)',
+            borderRadius: 8,
+            boxShadow: '0 4px 16px rgba(0,0,0,0.12)',
+            zIndex: 100,
+            minWidth: 180,
+            overflow: 'hidden',
+          }}
+        >
+          {REWRITE_STYLES.map((style) => (
+            <button
+              key={style.id}
+              type="button"
+              onClick={() => { setOpen(false); onSelect(style.id) }}
+              style={{
+                display: 'flex',
+                flexDirection: 'column',
+                width: '100%',
+                padding: '8px 12px',
+                border: 'none',
+                background: 'transparent',
+                cursor: 'pointer',
+                textAlign: 'left',
+                borderBottom: '1px solid var(--theme-elevation-100, #f3f4f6)',
+                transition: 'background 120ms',
+              }}
+              onMouseEnter={(e) => { (e.target as HTMLElement).style.background = 'var(--theme-elevation-50, #f9fafb)' }}
+              onMouseLeave={(e) => { (e.target as HTMLElement).style.background = 'transparent' }}
+            >
+              <span style={{ fontSize: 12, fontWeight: 600, color: 'var(--theme-text, #111)' }}>{style.label}</span>
+              <span style={{ fontSize: 10, color: 'var(--theme-elevation-500, #6b7280)' }}>{style.desc}</span>
+            </button>
+          ))}
+        </div>
+      )}
+    </div>
+  )
+}
+
 const TicketConversation: React.FC = () => {
   const { id } = useDocumentIdFromUrl()
   const [features] = useState<TicketingFeatures>(() => getFeatures())
@@ -836,13 +928,11 @@ const TicketConversation: React.FC = () => {
             </button>
           )}
           {features.ai && (
-            <button
-              onClick={handleAiRewrite}
+            <RewriteDropdown
               disabled={aiRewriting || !replyBody.trim()}
-              style={{ ...s.outlineBtn('#0891b2', aiRewriting || !replyBody.trim()), fontSize: '11px', padding: '3px 10px', borderRadius: '14px' }}
-            >
-              {aiRewriting ? 'Reformulation...' : 'Reformuler'}
-            </button>
+              loading={aiRewriting}
+              onSelect={(style) => handleAiRewrite(style)}
+            />
           )}
           <CodeBlockInserter
             style={{ ...s.outlineBtn('#059669', false), fontSize: '11px', padding: '3px 10px', borderRadius: '14px' }}

package/src/endpoints/ai.ts

@@ -169,10 +169,20 @@ Rédige une réponse appropriée au dernier message du client. Sois concis (3-5
           if (!aiSettings.enableRewrite) {
             return Response.json({ rewritten: '', disabled: true })
           }
-          const { text } = body as { text: string }
+          const { text, style } = body as { text: string; style?: string }
           if (!text?.trim()) return Response.json({ error: 'text required' }, { status: 400 })
 
-          const prompt = `Tu es un agent de support technique professionnel. Reformule le texte ci-dessous de manière plus professionnelle et corrige les fautes d'orthographe/grammaire. Garde le même sens et le même ton (tutoiement/vouvoiement). Ne change pas le fond du message, améliore uniquement la forme. Réponds UNIQUEMENT avec le texte reformulé, sans commentaire ni explication.
+          const styleInstructions: Record<string, string> = {
+            auto: 'Garde le même ton (tutoiement/vouvoiement).',
+            tutoyer: 'Utilise le tutoiement. Si le texte vouvoie, convertis en tutoiement.',
+            vouvoyer: 'Utilise le vouvoiement. Si le texte tutoie, convertis en vouvoiement.',
+            formel: 'Adopte un ton formel et professionnel avec vouvoiement.',
+            court: 'Raccourcis le texte au maximum tout en gardant le sens. Sois concis et direct.',
+            amical: 'Adopte un ton chaleureux et amical avec tutoiement.',
+          }
+          const styleGuide = styleInstructions[style || 'auto'] || styleInstructions.auto
+
+          const prompt = `Tu es un agent de support technique professionnel. Reformule le texte ci-dessous de manière plus professionnelle et corrige les fautes d'orthographe/grammaire. ${styleGuide} Ne change pas le fond du message, améliore uniquement la forme. Réponds UNIQUEMENT avec le texte reformulé, sans commentaire ni explication.
 
 Texte original :
 ${text}`

package/src/endpoints/client-intelligence.ts

@@ -0,0 +1,257 @@
+import type { Endpoint } from 'payload'
+import type { CollectionSlugs } from '../utils/slugs'
+import { requireAdmin, handleAuthError } from '../utils/auth'
+import { readSupportSettings, type SupportSettings } from '../utils/readSettings'
+
+function getClient(aiSettings: SupportSettings['ai']) {
+  const Anthropic = require('@anthropic-ai/sdk').default
+  if (aiSettings.provider === 'ollama') {
+    const baseURL = process.env.OLLAMA_API_URL || 'https://ollama.orkelis.app/v1'
+    return new Anthropic({ apiKey: 'ollama', baseURL })
+  }
+  return new Anthropic({ apiKey: process.env.ANTHROPIC_API_KEY })
+}
+
+function getModel(aiSettings: SupportSettings['ai']): string {
+  return aiSettings.model || 'claude-haiku-4-5-20251001'
+}
+
+const CACHE_TTL_MS = 24 * 60 * 60 * 1000 // 24 hours
+
+/**
+ * GET /api/support/client-intelligence?clientId=X
+ * Returns cached summary or generates a new one.
+ *
+ * POST /api/support/client-intelligence?clientId=X
+ * Force-refreshes the summary.
+ */
+export function createClientIntelligenceEndpoint(slugs: CollectionSlugs): Endpoint[] {
+  const getHandler = async (req: any) => {
+    try {
+      requireAdmin(req, slugs)
+      const payload = req.payload
+      const url = new URL(req.url || '', 'http://localhost')
+      const clientId = url.searchParams.get('clientId')
+      if (!clientId) return Response.json({ error: 'clientId required' }, { status: 400 })
+
+      // Check cache
+      const existing = await payload.find({
+        collection: 'client-summaries',
+        where: { client: { equals: Number(clientId) } },
+        limit: 1,
+        depth: 0,
+        overrideAccess: true,
+      })
+
+      if (existing.docs.length > 0) {
+        const cached = existing.docs[0]
+        const age = Date.now() - new Date(cached.generatedAt || 0).getTime()
+        if (age < CACHE_TTL_MS) {
+          return Response.json({ ...cached, fromCache: true })
+        }
+      }
+
+      // Generate new summary
+      return await generateSummary(payload, clientId, slugs, existing.docs[0]?.id)
+    } catch (error) {
+      const authResponse = handleAuthError(error)
+      if (authResponse) return authResponse
+      console.error('[client-intelligence] Error:', error)
+      return Response.json({ error: 'Internal server error' }, { status: 500 })
+    }
+  }
+
+  const postHandler = async (req: any) => {
+    try {
+      requireAdmin(req, slugs)
+      const payload = req.payload
+      const body = await req.json?.() || {}
+      const clientId = body.clientId
+      if (!clientId) return Response.json({ error: 'clientId required' }, { status: 400 })
+
+      // Find existing to update
+      const existing = await payload.find({
+        collection: 'client-summaries',
+        where: { client: { equals: Number(clientId) } },
+        limit: 1,
+        depth: 0,
+        overrideAccess: true,
+      })
+
+      return await generateSummary(payload, clientId, slugs, existing.docs[0]?.id)
+    } catch (error) {
+      const authResponse = handleAuthError(error)
+      if (authResponse) return authResponse
+      console.error('[client-intelligence] Refresh error:', error)
+      return Response.json({ error: 'Internal server error' }, { status: 500 })
+    }
+  }
+
+  return [
+    { path: '/support/client-intelligence', method: 'get', handler: getHandler },
+    { path: '/support/client-intelligence', method: 'post', handler: postHandler },
+  ]
+}
+
+async function generateSummary(
+  payload: any,
+  clientId: string,
+  slugs: CollectionSlugs,
+  existingId?: number,
+) {
+  const aiSettings = (await readSupportSettings(payload)).ai
+  if (!aiSettings.enableSynthesis) {
+    return Response.json({ error: 'AI synthesis disabled in settings' }, { status: 400 })
+  }
+
+  // 1. Fetch client info
+  const client = await payload.findByID({
+    collection: slugs.supportClients,
+    id: Number(clientId),
+    depth: 0,
+    overrideAccess: true,
+  })
+  if (!client) return Response.json({ error: 'Client not found' }, { status: 404 })
+
+  const clientName = [client.firstName, client.lastName].filter(Boolean).join(' ') || client.company || client.email
+
+  // 2. Fetch all tickets for this client
+  const tickets = await payload.find({
+    collection: slugs.tickets,
+    where: { client: { equals: Number(clientId) } },
+    sort: '-createdAt',
+    limit: 50,
+    depth: 0,
+    overrideAccess: true,
+  })
+
+  if (tickets.totalDocs === 0) {
+    return Response.json({
+      summary: 'Aucun ticket pour ce client.',
+      recurringTopics: [],
+      patterns: [],
+      keyFacts: [],
+      ticketCount: 0,
+      messageCount: 0,
+    })
+  }
+
+  // 3. Fetch messages for recent tickets (last 20)
+  const ticketIds = tickets.docs.slice(0, 20).map((t: any) => t.id)
+  const messages = await payload.find({
+    collection: slugs.ticketMessages,
+    where: { ticket: { in: ticketIds.join(',') } },
+    sort: 'createdAt',
+    limit: 200,
+    depth: 0,
+    overrideAccess: true,
+  })
+
+  // 4. Fetch satisfaction surveys
+  let avgSatisfaction: number | null = null
+  try {
+    const surveys = await payload.find({
+      collection: slugs.satisfactionSurveys || 'satisfaction-surveys',
+      where: { client: { equals: Number(clientId) } },
+      limit: 50,
+      depth: 0,
+      overrideAccess: true,
+    })
+    if (surveys.totalDocs > 0) {
+      const ratings = surveys.docs.filter((s: any) => s.rating).map((s: any) => s.rating)
+      if (ratings.length > 0) avgSatisfaction = Math.round((ratings.reduce((a: number, b: number) => a + b, 0) / ratings.length) * 10) / 10
+    }
+  } catch { /* satisfaction collection might not exist */ }
+
+  // 5. Build context for AI
+  const ticketSummaries = tickets.docs.map((t: any) => {
+    const msgs = messages.docs.filter((m: any) => {
+      const mTicket = typeof m.ticket === 'object' ? m.ticket.id : m.ticket
+      return mTicket === t.id
+    })
+    const clientMsgs = msgs.filter((m: any) => m.authorType === 'client' || m.authorType === 'email')
+    const adminMsgs = msgs.filter((m: any) => m.authorType === 'admin')
+    return `Ticket ${t.ticketNumber} (${t.status}) — "${t.subject}"
+  Client: ${clientMsgs.map((m: any) => m.body?.slice(0, 200)).join(' | ')}
+  Admin: ${adminMsgs.map((m: any) => m.body?.slice(0, 200)).join(' | ')}`
+  }).join('\n\n')
+
+  const prompt = `Tu es un assistant d'analyse CRM pour un support technique. Analyse l'historique complet de ce client et génère un rapport structuré.
+
+CLIENT : ${clientName} (${client.company || 'pas de société'})
+Email : ${client.email}
+Nombre de tickets : ${tickets.totalDocs}
+Satisfaction moyenne : ${avgSatisfaction ?? 'non évaluée'}
+
+HISTORIQUE DES TICKETS :
+${ticketSummaries.slice(0, 4000)}
+
+Réponds en JSON strict (pas de markdown, pas de commentaires) avec cette structure :
+{
+  "summary": "Résumé global du client en 2-3 phrases (qui il est, ce qu'il demande habituellement, son niveau de satisfaction)",
+  "recurringTopics": [{"topic": "nom du sujet", "count": N, "lastSeen": "YYYY-MM-DD"}],
+  "patterns": ["pattern 1 observé", "pattern 2 observé"],
+  "keyFacts": ["fait clé 1 sur le client", "fait clé 2"]
+}
+
+Sois factuel. Ne dépasse pas 5 items par tableau. Réponds UNIQUEMENT avec le JSON.`
+
+  // 6. Call AI
+  const anthropic = getClient(aiSettings)
+  const model = getModel(aiSettings)
+
+  const res = await anthropic.messages.create({
+    model,
+    max_tokens: 1000,
+    messages: [{ role: 'user', content: prompt }],
+  })
+
+  const rawText = res.content[0].type === 'text' ? res.content[0].text : '{}'
+
+  // 7. Parse AI response
+  let parsed: any = {}
+  try {
+    // Extract JSON from potential markdown fences
+    const jsonMatch = rawText.match(/\{[\s\S]*\}/)
+    if (jsonMatch) parsed = JSON.parse(jsonMatch[0])
+  } catch {
+    parsed = { summary: rawText, recurringTopics: [], patterns: [], keyFacts: [] }
+  }
+
+  // 8. Save to DB
+  const data = {
+    client: Number(clientId),
+    clientName,
+    summary: parsed.summary || 'Résumé non disponible',
+    recurringTopics: parsed.recurringTopics || [],
+    patterns: parsed.patterns || [],
+    keyFacts: parsed.keyFacts || [],
+    ticketCount: tickets.totalDocs,
+    messageCount: messages.totalDocs,
+    averageSatisfaction: avgSatisfaction,
+    firstTicketAt: tickets.docs[tickets.docs.length - 1]?.createdAt || null,
+    lastTicketAt: tickets.docs[0]?.createdAt || null,
+    generatedAt: new Date().toISOString(),
+    aiModel: model,
+  }
+
+  let saved: any
+  if (existingId) {
+    saved = await payload.update({
+      collection: 'client-summaries',
+      id: existingId,
+      data,
+      overrideAccess: true,
+    })
+  } else {
+    saved = await payload.create({
+      collection: 'client-summaries',
+      data,
+      overrideAccess: true,
+    })
+  }
+
+  console.log(`[client-intelligence] Generated summary for ${clientName} (${tickets.totalDocs} tickets, ${messages.totalDocs} messages)`)
+
+  return Response.json({ ...saved, fromCache: false })
+}

package/src/endpoints/index.ts

@@ -3,6 +3,7 @@ import type { CollectionSlugs } from '../utils/slugs'
 import type { SupportFeatures } from '../types'
 
 import { createAiEndpoint } from './ai'
+import { createClientIntelligenceEndpoint } from './client-intelligence'
 import { createSearchEndpoint } from './search'
 import { createBulkActionEndpoint } from './bulk-action'
 import { createMergeTicketsEndpoint } from './merge-tickets'
@@ -117,7 +118,10 @@ export function createSupportEndpoints(slugs: CollectionSlugs, options?: Support
   ]
 
   // Conditional endpoints based on feature flags
-  if (!f || f.ai !== false) endpoints.push(createAiEndpoint(slugs))
+  if (!f || f.ai !== false) {
+    endpoints.push(createAiEndpoint(slugs))
+    endpoints.push(...createClientIntelligenceEndpoint(slugs))
+  }
   if (!f || f.bulkActions !== false) endpoints.push(createBulkActionEndpoint(slugs))
   if (!f || f.merge !== false) endpoints.push(createMergeTicketsEndpoint(slugs))
   if (!f || f.splitTicket !== false) endpoints.push(createSplitTicketEndpoint(slugs))

package/src/plugin.ts

@@ -20,6 +20,7 @@ import {
   createSlaPoliciesCollection,
   createMacrosCollection,
   createTicketStatusesCollection,
+  createClientSummariesCollection,
 } from './collections'
 
 function viewConfig(component: string, path: string): AdminViewConfig {
@@ -99,6 +100,7 @@ export function supportPlugin(config?: SupportPluginConfig): Plugin {
     if (features.customStatuses !== false) supportCollections.push(createTicketStatusesCollection(slugs))
     if (features.chat) supportCollections.push(createChatMessagesCollection(slugs))
     if (features.pendingEmails) supportCollections.push(createPendingEmailsCollection(slugs))
+    if (features.ai !== false) supportCollections.push(createClientSummariesCollection(slugs))
 
     // ─── Admin Views ─────────────────────────────────────