@fayz-ai/plugin-clinical 0.2.6 → 0.3.0

package/dist/index.js

@@ -3434,6 +3434,285 @@ FROM sessao s
 LEFT JOIN pago p ON p.order_id = s.order_id
 GROUP BY s.tenant_id, s.party_id;
 `;
+var MIGRATION_023_A_REVISAO_SE_ESCOLHE_AO_AGENDAR = `-- ============================================================================
+-- 023 \u2014 The revision is chosen when it is booked, not only during the visit.
+-- ============================================================================
+-- V1 asks "De qual servi\xE7o \xE9 esta revis\xE3o?" the moment the reception picks the
+-- Revis\xE3o service in Novo Agendamento (FAY-1613). 015 answered it only from an
+-- existing booking. This lists the same candidates for a PERSON, with the ordinal
+-- the next revision of each will take (V1 shows "1\xAA Revis\xE3o").
+--
+-- Also closes a gap in 015: \`clinical_revision_candidates(p_booking)\` is a
+-- definer function that read any booking id it was given, so a member of one
+-- tenant could list another tenant's patient history by guessing an id. Both
+-- now answer only inside the caller's tenant.
+--
+-- Idempotent.
+
+CREATE OR REPLACE FUNCTION public.clinical_revision_candidates_for_person(p_person uuid)
+RETURNS TABLE(session_id uuid, service_id uuid, service_name text, executed_on timestamp with time zone,
+              deadline_days integer, days_since integer, within_deadline boolean, next_revision_number integer)
+LANGUAGE sql
+STABLE SECURITY DEFINER
+SET search_path TO 'public', 'app'
+AS $function$
+  SELECT
+    cs.id,
+    cs.service_id,
+    p.name,
+    coalesce(cs.ended_at, cs.scheduled_for) AS executed_on,
+    rev.deadline_days,
+    (current_date - coalesce(cs.ended_at, cs.scheduled_for)::date)::int AS days_since,
+    CASE WHEN rev.deadline_days IS NULL THEN NULL
+         ELSE (current_date - coalesce(cs.ended_at, cs.scheduled_for)::date) <= rev.deadline_days
+    END AS within_deadline,
+    coalesce((SELECT max(r.revision_number) FROM public.plg_clinical_sessions r
+               WHERE r.tenant_id = cs.tenant_id AND r.parent_session_id = cs.id), 0) + 1
+  FROM public.plg_clinical_sessions cs
+  LEFT JOIN public.products p ON p.id = cs.service_id
+  LEFT JOIN LATERAL (
+    SELECT r.deadline_days FROM public.plg_clinical_service_revisions r
+     WHERE r.tenant_id = cs.tenant_id AND r.service_id = cs.service_id
+     ORDER BY r.revision_number LIMIT 1
+  ) rev ON true
+  WHERE cs.tenant_id = app.current_tenant_id()
+    AND cs.party_id = p_person
+    AND cs.status = 'executed'
+    AND cs.parent_session_id IS NULL
+  ORDER BY coalesce(cs.ended_at, cs.scheduled_for) DESC NULLS LAST
+  LIMIT 50;
+$function$;
+
+REVOKE ALL ON FUNCTION public.clinical_revision_candidates_for_person(uuid) FROM PUBLIC, anon;
+GRANT EXECUTE ON FUNCTION public.clinical_revision_candidates_for_person(uuid) TO authenticated;
+
+CREATE OR REPLACE FUNCTION public.clinical_revision_candidates(p_booking uuid)
+RETURNS TABLE(session_id uuid, service_id uuid, service_name text, executed_on timestamp with time zone,
+              deadline_days integer, days_since integer, within_deadline boolean)
+LANGUAGE sql
+STABLE SECURITY DEFINER
+SET search_path TO 'public', 'app'
+AS $function$
+  WITH alvo AS (
+    SELECT ap.tenant_id, ap.party_id FROM public.appointments ap
+     WHERE ap.id = p_booking AND ap.tenant_id = app.current_tenant_id()
+  )
+  SELECT
+    cs.id,
+    cs.service_id,
+    p.name,
+    coalesce(cs.ended_at, cs.scheduled_for) AS executed_on,
+    rev.deadline_days,
+    (current_date - coalesce(cs.ended_at, cs.scheduled_for)::date)::int AS days_since,
+    CASE WHEN rev.deadline_days IS NULL THEN NULL
+         ELSE (current_date - coalesce(cs.ended_at, cs.scheduled_for)::date) <= rev.deadline_days
+    END AS within_deadline
+  FROM public.plg_clinical_sessions cs
+  JOIN alvo a ON a.tenant_id = cs.tenant_id AND a.party_id = cs.party_id
+  LEFT JOIN public.products p ON p.id = cs.service_id
+  LEFT JOIN LATERAL (
+    SELECT r.deadline_days FROM public.plg_clinical_service_revisions r
+     WHERE r.tenant_id = cs.tenant_id AND r.service_id = cs.service_id
+     ORDER BY r.revision_number LIMIT 1
+  ) rev ON true
+  WHERE cs.status = 'executed'
+    AND cs.booking_id IS DISTINCT FROM p_booking
+  ORDER BY coalesce(cs.ended_at, cs.scheduled_for) DESC NULLS LAST
+  LIMIT 50;
+$function$;
+`;
+var MIGRATION_024_A_AVALIACAO_DESTA_VISITA_VALE_PARA_O_QUE_ELA_CONTRATOU = `-- The evaluation done in this attendance covers what was contracted in it.
+--
+-- FAY-1613 (Espa\xE7o Facial, etapa 3): the professional fills the "Avalia\xE7\xE3o" form, indicates, the
+-- client contracts \u2014 and every contracted session came out with its own "Avalia\xE7\xE3o" step pending,
+-- because nothing in V2 points a contracted session at the evaluation that authorised it
+-- (\`source_evaluation_id\` is only set by the V1 import). V1 shows "Avalia\xE7\xE3o conclu\xEDda \u2014 o
+-- atendimento segue para a execu\xE7\xE3o" at that point.
+--
+-- Same body as live, plus step 5c. Idempotent (CREATE OR REPLACE).
+
+CREATE OR REPLACE FUNCTION public.clinical_requirements_refresh(p_booking uuid, p_final boolean DEFAULT false)
+ RETURNS jsonb
+ LANGUAGE plpgsql
+ SECURITY DEFINER
+ SET search_path TO 'public'
+AS $function$
+DECLARE
+  a record; v_mode text; v_now timestamptz := now(); v_eval jsonb;
+  n_mat int := 0; n_reopen int := 0;
+  -- \`v_sessao\`, n\xE3o \`r\`: plpgsql resolve o nome da VARI\xC1VEL antes do apelido da
+  -- tabela, ent\xE3o um \`record r\` declarado aqui sequestra todo \`r.coluna\` dos
+  -- UPDATEs abaixo \u2014 e o erro que sai \xE9 "record r has no field booking_id".
+  v_sessao record;
+BEGIN
+  SELECT ap.id, ap.tenant_id, ap.party_id, ap.status INTO a
+    FROM public.appointments ap WHERE ap.id = p_booking;
+  IF NOT FOUND THEN RETURN jsonb_build_object('ok', false, 'reason', 'not_found'); END IF;
+
+  v_mode := public.clinical_requirements_mode(a.tenant_id);
+  IF v_mode = 'off' THEN RETURN jsonb_build_object('ok', true, 'mode', v_mode, 'skipped', true); END IF;
+
+  p_final := coalesce(p_final, false) AND a.status = 'completed';
+
+  BEGIN
+    PERFORM pg_advisory_xact_lock(hashtextextended('clinical_req:' || p_booking::text, 0));
+    IF a.status = 'completed' AND NOT p_final THEN
+      RETURN jsonb_build_object('ok', true, 'mode', v_mode, 'frozen', true);
+    END IF;
+
+    -- 1) Materializa o que falta (sess\xE3o nova, ficha t\xE9cnica criada depois).
+    FOR v_sessao IN SELECT cs.id FROM public.plg_clinical_sessions cs WHERE cs.booking_id = p_booking
+    LOOP
+      n_mat := n_mat + public.clinical_requirements_materialize(v_sessao.id);
+    END LOOP;
+
+    v_eval := coalesce((SELECT t.settings -> 'evaluation_flow' FROM public.tenants t WHERE t.id = a.tenant_id), '{}'::jsonb);
+    IF jsonb_typeof(v_eval) <> 'object' THEN v_eval := '{}'::jsonb; END IF;
+
+    -- 1b) Regra que saiu da configura\xE7\xE3o para de bloquear (o upsert reabre se voltar).
+    UPDATE public.plg_clinical_requirements r
+       SET status = 'not_applicable', candidate_type = NULL, candidate_id = NULL, updated_at = v_now
+     WHERE r.booking_id = p_booking AND r.status = 'pending' AND r.frozen_at IS NULL
+       AND r.metadata -> 'migration' IS NULL
+       AND ((r.kind = 'revision_link' AND NOT coalesce((v_eval ->> 'revision_link_required')::boolean, false))
+         OR (r.kind = 'evaluation'
+             AND r.rule_sources = '["evaluation_flow.require_evaluation_for_kind_service"]'::jsonb
+             AND NOT coalesce((v_eval ->> 'require_evaluation_for_kind_service')::boolean, false)));
+
+    -- 2) Reabre o que perdeu a fonte. Linha congelada n\xE3o se mexe.
+    UPDATE public.plg_clinical_requirements r
+       SET status = 'pending', subject_type = NULL, subject_id = NULL, resolved_via = NULL,
+           resolved_at = NULL, valid_until = NULL, updated_at = v_now
+     WHERE r.booking_id = p_booking AND r.status = 'resolved' AND r.frozen_at IS NULL
+       AND ((r.subject_type = 'documents' AND NOT EXISTS (SELECT 1 FROM public.documents d WHERE d.id = r.subject_id))
+         OR (r.subject_type = 'clinical_sessions' AND NOT EXISTS (SELECT 1 FROM public.plg_clinical_sessions x WHERE x.id = r.subject_id))
+         OR (r.subject_type = 'items' AND NOT EXISTS (SELECT 1 FROM public.items oi WHERE oi.id = r.subject_id)));
+    GET DIAGNOSTICS n_reopen = ROW_COUNT;
+
+    -- 3) Formul\xE1rio universal: a \xFAltima resposta do cliente, em qualquer
+    --    atendimento, ainda dentro da validade do modelo.
+    UPDATE public.plg_clinical_requirements r
+       SET status = 'resolved', subject_type = 'documents', subject_id = x.id,
+           resolved_via = CASE WHEN x.subject_id = p_booking THEN 'attendance' ELSE 'auto_client' END,
+           resolved_at = v_now,
+           valid_until = CASE WHEN x.validity_days IS NULL THEN NULL
+                              ELSE x.eff + make_interval(days => x.validity_days) END,
+           updated_at = v_now
+      FROM (SELECT DISTINCT ON (fd.template_id) d.id, fd.template_id, d.subject_id,
+                   coalesce(d.updated_at, d.created_at) AS eff, ft.validity_days
+              FROM public.plg_forms_documents fd
+              JOIN public.documents d ON d.id = fd.document_id
+              JOIN public.plg_forms_templates ft ON ft.id = fd.template_id
+             WHERE d.person_id = a.party_id AND d.tenant_id = a.tenant_id
+             ORDER BY fd.template_id, coalesce(d.updated_at, d.created_at) DESC) x
+     WHERE r.booking_id = p_booking AND r.status = 'pending' AND r.kind = 'form'
+       AND r.scope = 'attendance' AND r.ref_id = x.template_id
+       AND r.rule_sources @> '["forms_templates.required_on_attendance"]'::jsonb
+       AND (x.validity_days IS NULL OR x.eff + make_interval(days => x.validity_days) > v_now);
+
+    -- 4) Demais formul\xE1rios: qualquer resposta DESTE atendimento com o modelo.
+    UPDATE public.plg_clinical_requirements r
+       SET status = 'resolved', subject_type = 'documents', subject_id = x.id,
+           resolved_via = 'attendance', resolved_at = v_now, updated_at = v_now
+      FROM (SELECT DISTINCT ON (fd.template_id, coalesce(fd.product_id, '00000000-0000-0000-0000-000000000000'::uuid))
+                   d.id, fd.template_id, fd.product_id
+              FROM public.plg_forms_documents fd
+              JOIN public.documents d ON d.id = fd.document_id
+             WHERE d.subject_type = 'appointment' AND d.subject_id = p_booking
+             ORDER BY fd.template_id, coalesce(fd.product_id, '00000000-0000-0000-0000-000000000000'::uuid),
+                      coalesce(d.updated_at, d.created_at) DESC) x
+     WHERE r.booking_id = p_booking AND r.status = 'pending' AND r.kind = 'form'
+       AND r.ref_id = x.template_id
+       AND NOT (r.rule_sources @> '["forms_templates.required_on_attendance"]'::jsonb)
+       AND (x.product_id IS NULL OR r.scope = 'attendance' OR x.product_id = r.service_id);
+
+    -- 5) Avalia\xE7\xE3o vinculada: a sess\xE3o aponta a avalia\xE7\xE3o que a autorizou.
+    UPDATE public.plg_clinical_requirements r
+       SET status = 'resolved', subject_type = 'clinical_sessions', subject_id = x.eval_id,
+           resolved_via = CASE WHEN x.same_booking THEN 'attendance' ELSE 'auto_client' END,
+           resolved_at = v_now, updated_at = v_now
+      FROM (SELECT r2.id AS req_id, e.id AS eval_id, (e.booking_id = p_booking) AS same_booking
+              FROM public.plg_clinical_requirements r2
+              JOIN public.plg_clinical_sessions cs ON cs.id = r2.session_id
+              JOIN public.plg_clinical_sessions e ON e.id = cs.source_evaluation_id
+             WHERE r2.booking_id = p_booking AND r2.kind = 'evaluation' AND r2.frozen_at IS NULL
+               AND (r2.status = 'pending' OR (r2.status = 'resolved' AND r2.resolved_via = 'legacy_grace'))) x
+     WHERE r.id = x.req_id;
+
+    -- 5b) Gra\xE7a legada: o cliente j\xE1 tem atendimento conclu\xEDdo com servi\xE7o de
+    --     avalia\xE7\xE3o. \xC9 a mesma concess\xE3o do V1, e vai marcada como tal.
+    UPDATE public.plg_clinical_requirements r
+       SET status = 'resolved', subject_type = 'appointments', subject_id = x.booking_id,
+           resolved_via = 'legacy_grace', resolved_at = v_now, updated_at = v_now
+      FROM (SELECT ap.id AS booking_id
+              FROM public.appointments ap
+              JOIN public.appointment_items ai ON ai.booking_id = ap.id
+              JOIN public.products p ON p.id = ai.service_id AND p.service_kind = 'evaluation'
+             WHERE ap.party_id = a.party_id AND ap.tenant_id = a.tenant_id AND ap.status = 'completed'
+             ORDER BY ap.starts_at DESC NULLS LAST LIMIT 1) x
+     WHERE r.booking_id = p_booking AND r.status = 'pending' AND r.kind = 'evaluation';
+
+    -- 5c) Avalia\xE7\xE3o feita NESTE atendimento. Contratar depois de avaliar cria sess\xF5es novas, e cada
+    --     uma nascia com a pr\xF3pria bola "Avalia\xE7\xE3o" pendente \u2014 o profissional acabou de avaliar.
+    --     Indica\xE7\xE3o registrada aqui (o formul\xE1rio de avalia\xE7\xE3o) ou sess\xE3o de avalia\xE7\xE3o deste
+    --     atendimento resolvem as sess\xF5es contratadas na mesma visita.
+    UPDATE public.plg_clinical_requirements r
+       SET status = 'resolved', subject_type = 'appointments', subject_id = p_booking,
+           resolved_via = 'attendance', resolved_at = v_now, updated_at = v_now
+     WHERE r.booking_id = p_booking AND r.status = 'pending' AND r.kind = 'evaluation'
+       AND r.frozen_at IS NULL
+       AND (EXISTS (SELECT 1 FROM public.plg_crm_deal_interest_appointments x WHERE x.appointment_id = p_booking)
+         OR EXISTS (SELECT 1 FROM public.plg_clinical_sessions e
+                      JOIN public.products p ON p.id = e.service_id AND p.service_kind = 'evaluation'
+                     WHERE e.booking_id = p_booking));
+
+    -- 6) Revis\xE3o vinculada ao servi\xE7o original.
+    UPDATE public.plg_clinical_requirements r
+       SET status = 'resolved', subject_type = 'clinical_sessions', subject_id = cs.parent_session_id,
+           resolved_via = 'attendance', resolved_at = v_now, updated_at = v_now
+      FROM public.plg_clinical_sessions cs
+     WHERE cs.id = r.session_id AND r.booking_id = p_booking
+       AND r.status = 'pending' AND r.kind = 'revision_link'
+       AND cs.parent_session_id IS NOT NULL
+       AND EXISTS (SELECT 1 FROM public.plg_clinical_sessions p WHERE p.id = cs.parent_session_id);
+
+    -- 7) Produtos: a sess\xE3o declara que foram conferidos.
+    UPDATE public.plg_clinical_requirements r
+       SET status = 'resolved', subject_type = 'clinical_sessions', subject_id = cs.id,
+           resolved_via = 'attendance', resolved_at = v_now, updated_at = v_now
+      FROM public.plg_clinical_sessions cs
+     WHERE cs.id = r.session_id AND r.booking_id = p_booking
+       AND r.status = 'pending' AND r.kind = 'products'
+       AND coalesce(cs.products_initialized, false);
+
+    -- 8) Item de pedido vinculado. A linha do pedido no V2 \xE9 \`public.items\` \u2014
+    --    n\xE3o existe \`order_items\`; o pedido \xE9 o documento e o item \xE9 dele.
+    UPDATE public.plg_clinical_requirements r
+       SET status = 'resolved', subject_type = 'items', subject_id = oi.id,
+           resolved_via = 'attendance', resolved_at = v_now, updated_at = v_now
+      FROM public.plg_clinical_sessions cs
+      JOIN public.items oi ON oi.id = cs.order_item_id
+     WHERE cs.id = r.session_id AND r.booking_id = p_booking
+       AND r.status = 'pending' AND r.kind = 'invoice_item';
+
+    -- 9) Congelamento: s\xF3 na \xFAltima passada, com o atendimento conclu\xEDdo.
+    IF p_final THEN
+      UPDATE public.plg_clinical_requirements
+         SET frozen_at = coalesce(frozen_at, v_now), updated_at = v_now
+       WHERE booking_id = p_booking;
+    END IF;
+
+    RETURN jsonb_build_object(
+      'ok', true, 'mode', v_mode, 'materialized', n_mat, 'reopened', n_reopen,
+      'pending', (SELECT count(*) FROM public.plg_clinical_requirements WHERE booking_id = p_booking AND status = 'pending'),
+      'resolved', (SELECT count(*) FROM public.plg_clinical_requirements WHERE booking_id = p_booking AND status = 'resolved'),
+      'frozen', p_final);
+  EXCEPTION WHEN others THEN
+    RAISE WARNING 'clinical_requirements_refresh(%): %', p_booking, sqlerrm;
+    RETURN jsonb_build_object('ok', false, 'error', sqlerrm);
+  END;
+END $function$;
+`;
 var MIGRATIONS = [
   { id: "001_o_atendimento_clinico_tem_onde_morar", sql: MIGRATION_001_O_ATENDIMENTO_CLINICO_TEM_ONDE_MORAR },
   { id: "002_o_prontuario_do_v1_atravessa", sql: MIGRATION_002_O_PRONTUARIO_DO_V1_ATRAVESSA },
@@ -3456,7 +3735,9 @@ var MIGRATIONS = [
   { id: "019_adiar_e_uma_escolha", sql: MIGRATION_019_ADIAR_E_UMA_ESCOLHA },
   { id: "020_cobrar_um_agendamento_sem_pedido_levanta_o_pedido", sql: MIGRATION_020_COBRAR_UM_AGENDAMENTO_SEM_PEDIDO_LEVANTA_O_PEDIDO },
   { id: "021_agendamento_nascido_no_v2_tambem_tem_regua", sql: MIGRATION_021_AGENDAMENTO_NASCIDO_NO_V2_TAMBEM_TEM_REGUA },
-  { id: "022_a_vista_do_que_executar_respeita_a_cerca", sql: MIGRATION_022_A_VISTA_DO_QUE_EXECUTAR_RESPEITA_A_CERCA }
+  { id: "022_a_vista_do_que_executar_respeita_a_cerca", sql: MIGRATION_022_A_VISTA_DO_QUE_EXECUTAR_RESPEITA_A_CERCA },
+  { id: "023_a_revisao_se_escolhe_ao_agendar", sql: MIGRATION_023_A_REVISAO_SE_ESCOLHE_AO_AGENDAR },
+  { id: "024_a_avaliacao_desta_visita_vale_para_o_que_ela_contratou", sql: MIGRATION_024_A_AVALIACAO_DESTA_VISITA_VALE_PARA_O_QUE_ELA_CONTRATOU }
 ];
 
 // src/index.ts