catalist-support-agent 1.0.0

package/dist/knowledge/index.js

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+/**
+ * Knowledge Retrieval Module
+ *
+ * Retrieves relevant context for response generation:
+ * - Customer data from clients table
+ * - Product information from catalog
+ * - Order history and status
+ * - Policy and FAQ content
+ * - Similar historical conversations
+ * - Pre-approved response templates
+ */
+import { createClient } from '@supabase/supabase-js';
+import { config } from '../config.js';
+import { EmbeddingService } from '../embeddings/index.js';
+import { getInvoiceResolverService, isInvoiceRelatedQuery } from './invoice-resolver.js';
+import { createCustomerId, createConversationId } from '../types.js';
+// =============================================================================
+// Knowledge Retrieval Service
+// =============================================================================
+export class KnowledgeRetrievalService {
+    supabase;
+    embeddingService = null;
+    effectiveConfig;
+    constructor(configOverride) {
+        this.effectiveConfig = configOverride ?? config;
+        this.supabase = createClient(this.effectiveConfig.supabase.url, this.effectiveConfig.supabase.serviceRoleKey);
+        // Initialize embedding service if OpenAI API key is available
+        const openaiApiKey = process.env.OPENAI_API_KEY;
+        if (openaiApiKey) {
+            try {
+                this.embeddingService = new EmbeddingService({
+                    openaiApiKey,
+                    supabaseUrl: this.effectiveConfig.supabase.url,
+                    supabaseServiceRoleKey: this.effectiveConfig.supabase.serviceRoleKey,
+                });
+            }
+            catch (error) {
+                console.warn('Failed to initialize embedding service:', error);
+            }
+        }
+    }
+    /**
+     * Retrieve complete knowledge context for a message
+     */
+    async retrieveContext(message, analysis) {
+        const confidenceScores = {
+            customerData: 0,
+            productData: 0,
+            policyData: 0,
+            similarConversations: 0,
+        };
+        let customer;
+        let products;
+        let orders;
+        let policies;
+        let similarConversations;
+        let templates;
+        let resolvedInvoice;
+        // 1. Customer data retrieval
+        if (this.effectiveConfig.knowledge.customerDataEnabled) {
+            try {
+                customer = await this.retrieveCustomerData(message);
+                if (customer) {
+                    confidenceScores.customerData = 1.0;
+                    // Retrieve order history for identified customer
+                    orders = await this.retrieveOrderHistory(customer.id, analysis.entities.orderNumbers);
+                    // 1.5 Invoice resolution - if this looks like an invoice-related query
+                    const fullText = `${message.content.subject ?? ''} ${message.content.text}`;
+                    if (isInvoiceRelatedQuery(fullText) || analysis.intent.primary === 'documentation_request') {
+                        try {
+                            const resolved = await getInvoiceResolverService().resolveInvoice(customer.id, analysis.entities.orderNumbers, // orderNumbers may include invoice numbers
+                            message.content.text, message.content.subject);
+                            if (resolved) {
+                                resolvedInvoice = resolved;
+                            }
+                        }
+                        catch (error) {
+                            console.warn('Invoice resolution failed:', error);
+                        }
+                    }
+                }
+            }
+            catch (error) {
+                // Log but don't fail - customer might be unknown
+                console.warn('Customer retrieval failed:', error);
+                confidenceScores.customerData = 0;
+            }
+        }
+        // 2. Product information lookup
+        if (this.effectiveConfig.knowledge.productLookupEnabled) {
+            try {
+                products = await this.retrieveProductInfo(analysis.entities.productNames, analysis.entities.productSkus);
+                confidenceScores.productData = products && products.length > 0 ? 0.9 : 0;
+            }
+            catch (error) {
+                console.warn('Product lookup failed:', error);
+                confidenceScores.productData = 0;
+            }
+        }
+        // 3. Response templates for intent
+        if (this.effectiveConfig.knowledge.templatesEnabled) {
+            try {
+                templates = await this.retrieveTemplates(analysis.intent.primary);
+            }
+            catch (error) {
+                console.warn('Template retrieval failed:', error);
+            }
+        }
+        // 4. Similar conversations (if enabled and pgvector available)
+        if (this.effectiveConfig.knowledge.similarConversationsEnabled) {
+            try {
+                similarConversations = await this.retrieveSimilarConversations(message.content.text, analysis.intent.primary);
+                confidenceScores.similarConversations =
+                    similarConversations && similarConversations.length > 0 ? 0.7 : 0;
+            }
+            catch (error) {
+                console.warn('Similar conversation retrieval failed:', error);
+                confidenceScores.similarConversations = 0;
+            }
+        }
+        return {
+            customer,
+            products,
+            orders,
+            policies,
+            similarConversations,
+            templates,
+            resolvedInvoice,
+            assembledAt: new Date().toISOString(),
+            confidenceScores,
+        };
+    }
+    /**
+     * Retrieve customer data by sender identifiers
+     *
+     * Note: Uses the "User" table (not "Client") per actual Catalist schema
+     */
+    async retrieveCustomerData(message) {
+        const { sender } = message;
+        // Try to find customer by email
+        if (sender.email) {
+            const { data, error } = await this.supabase
+                .from('User')
+                .select('id, name, email, phone, company, is_active, type')
+                .ilike('email', sender.email)
+                .eq('is_deleted', false)
+                .limit(1)
+                .single();
+            if (data && !error) {
+                return this.mapUserToCustomerContext(data);
+            }
+        }
+        // Try to find customer by phone
+        if (sender.phone) {
+            const normalizedPhone = sender.phone.replace(/\D/g, '');
+            const { data, error } = await this.supabase
+                .from('User')
+                .select('id, name, email, phone, company, is_active, type')
+                .or(`phone.ilike.%${normalizedPhone}%`)
+                .eq('is_deleted', false)
+                .limit(1)
+                .single();
+            if (data && !error) {
+                return this.mapUserToCustomerContext(data);
+            }
+        }
+        // Customer not found
+        return undefined;
+    }
+    /**
+     * Map database User record to CustomerContext
+     */
+    mapUserToCustomerContext(user) {
+        return {
+            id: createCustomerId(String(user.id)),
+            companyName: user.company || 'Unknown',
+            contactName: user.name || undefined,
+            email: user.email,
+            phone: user.phone,
+            accountStatus: user.is_active ? 'active' : 'inactive',
+            tier: user.type, // 'store', etc.
+        };
+    }
+    /**
+     * Retrieve order history for a customer with associated Invoice data
+     *
+     * Note: Uses "PurchaseOrder" table (not "Order") per actual Catalist schema
+     * Also fetches Invoice data for each order via the Invoice table
+     */
+    async retrieveOrderHistory(customerId, specificOrderNumbers) {
+        let query = this.supabase
+            .from('PurchaseOrder')
+            .select('id, order_id, order_status, order_total, created_at, invoice_number, invoice_status, invoice_id')
+            .eq('user_id', customerId)
+            .eq('is_draft', false)
+            .order('created_at', { ascending: false })
+            .limit(10);
+        // If specific orders requested, filter to those
+        if (specificOrderNumbers && specificOrderNumbers.length > 0) {
+            query = query.in('order_id', specificOrderNumbers);
+        }
+        const { data: orders, error } = await query;
+        if (error || !orders) {
+            return [];
+        }
+        // Get order_ids for Invoice lookup
+        const orderIds = orders
+            .map((o) => o.order_id)
+            .filter((id) => !!id);
+        // Fetch associated Invoice data
+        let invoiceMap = new Map();
+        if (orderIds.length > 0) {
+            const { data: invoices } = await this.supabase
+                .from('Invoice')
+                .select(`
+          id, order_id, invoice_num, status, total, subtotal,
+          fees_total, tax_total, shipping_total, discount_total,
+          issued_at, due_at, paid_at, pdf_url, notes
+        `)
+                .in('order_id', orderIds);
+            if (invoices) {
+                for (const inv of invoices) {
+                    invoiceMap.set(inv.order_id, {
+                        invoiceId: inv.id,
+                        invoiceNumber: inv.invoice_num,
+                        status: inv.status || 'unknown',
+                        total: Number(inv.total) || 0,
+                        subtotal: Number(inv.subtotal) || 0,
+                        feesTotal: Number(inv.fees_total) || 0,
+                        taxTotal: Number(inv.tax_total) || 0,
+                        shippingTotal: Number(inv.shipping_total) || 0,
+                        discountTotal: Number(inv.discount_total) || 0,
+                        issuedAt: inv.issued_at,
+                        dueAt: inv.due_at,
+                        paidAt: inv.paid_at,
+                        pdfUrl: inv.pdf_url,
+                        notes: inv.notes,
+                    });
+                }
+            }
+        }
+        return orders.map((order) => ({
+            orderNumber: order.order_id || String(order.id),
+            status: order.order_status || 'unknown',
+            createdAt: order.created_at,
+            totalAmount: order.order_total || 0,
+            invoiceNumber: order.invoice_number,
+            invoiceStatus: order.invoice_status,
+            invoice: order.order_id ? invoiceMap.get(order.order_id) : undefined,
+        }));
+    }
+    /**
+     * Retrieve product information by name or SKU
+     *
+     * Note: Uses actual Catalist Catalog schema with selling_price, selling_status
+     */
+    async retrieveProductInfo(productNames, productSkus) {
+        if ((!productNames || productNames.length === 0) && (!productSkus || productSkus.length === 0)) {
+            return [];
+        }
+        const selectColumns = 'sku, name, brand, selling_price, selling_status, supplier, asin, upc';
+        // Search by SKU first (more precise)
+        if (productSkus && productSkus.length > 0) {
+            const { data, error } = await this.supabase
+                .from('Catalog')
+                .select(selectColumns)
+                .in('sku', productSkus)
+                .limit(10);
+            if (data && !error && data.length > 0) {
+                return data.map(this.mapCatalogToProductContext);
+            }
+        }
+        // Fallback to name search
+        if (productNames && productNames.length > 0) {
+            for (const name of productNames.slice(0, 3)) {
+                const { data, error } = await this.supabase
+                    .from('Catalog')
+                    .select(selectColumns)
+                    .ilike('name', `%${name}%`)
+                    .limit(5);
+                if (data && !error && data.length > 0) {
+                    return data.map(this.mapCatalogToProductContext);
+                }
+            }
+        }
+        return [];
+    }
+    /**
+     * Map Catalog record to ProductContext
+     *
+     * Note: Catalist uses selling_status (boolean) not quantity
+     */
+    mapCatalogToProductContext(product) {
+        // selling_status: true = available for sale, false = not available
+        const availability = product.selling_status
+            ? 'in_stock'
+            : 'out_of_stock';
+        // Parse price from string (e.g., "$19.99" or "19.99")
+        let price;
+        if (product.selling_price) {
+            const priceStr = product.selling_price.replace(/[^0-9.]/g, '');
+            price = parseFloat(priceStr) || undefined;
+        }
+        return {
+            sku: product.sku || product.asin || product.upc || 'N/A',
+            name: product.name,
+            brand: product.brand,
+            category: product.supplier, // Using supplier as category proxy
+            price,
+            availability,
+        };
+    }
+    /**
+     * Retrieve response templates/knowledge for an intent
+     *
+     * Note: Uses support_knowledge table which stores Q&A pairs
+     */
+    async retrieveTemplates(intent) {
+        // Map intents to knowledge categories
+        const categoryMap = {
+            order_status: ['shipping', 'orders', 'tracking'],
+            pricing_inquiry: ['pricing', 'general'],
+            availability_check: ['inventory', 'products'],
+            documentation_request: ['invoices', 'documents', 'compliance'],
+            returns_damages: ['returns', 'refunds', 'damages'],
+            account_inquiry: ['account', 'billing'],
+            product_sourcing: ['products', 'catalog'],
+            onboarding_help: ['onboarding', 'getting-started'],
+            complaint: ['support', 'issues'],
+            feedback: ['feedback', 'general'],
+            general_question: ['general', 'faq'],
+            other: ['general'],
+        };
+        const categories = categoryMap[intent] || ['general'];
+        const { data, error } = await this.supabase
+            .from('support_knowledge')
+            .select('id, category, question, answer, quality_score')
+            .in('category', categories)
+            .order('quality_score', { ascending: false })
+            .limit(5);
+        if (error || !data) {
+            return [];
+        }
+        return data.map((knowledge) => ({
+            id: String(knowledge.id),
+            name: knowledge.question.substring(0, 50),
+            intent,
+            content: knowledge.answer,
+            variables: [],
+            applicabilityScore: knowledge.quality_score || 0.5,
+        }));
+    }
+    /**
+     * Retrieve similar historical conversations using semantic search
+     *
+     * Uses pgvector for embedding similarity search against gmail_knowledge_entries.
+     * Falls back to full-text search if embedding service is unavailable.
+     */
+    async retrieveSimilarConversations(messageText, intent) {
+        const maxResults = this.effectiveConfig.knowledge.maxSimilarConversations || 5;
+        const similarityThreshold = this.effectiveConfig.knowledge.similarityThreshold || 0.78;
+        // Try embedding-based semantic search first
+        if (this.embeddingService) {
+            try {
+                const results = await this.embeddingService.findSimilar(messageText, {
+                    matchThreshold: similarityThreshold,
+                    matchCount: maxResults,
+                    filterIntent: intent,
+                    onlyApproved: true,
+                });
+                return results.map((result) => ({
+                    conversationId: createConversationId(result.id),
+                    similarity: result.similarity,
+                    resolution: this.mapResolutionIndicator(result.resolutionIndicator),
+                    summary: this.buildConversationSummary(result.questionSubject, result.questionText),
+                    successfulResponse: result.responseText,
+                }));
+            }
+            catch (error) {
+                console.warn('Embedding search failed, falling back to full-text:', error);
+            }
+        }
+        // Fallback to full-text search
+        try {
+            const { data, error } = await this.supabase.rpc('search_gmail_knowledge_fulltext', {
+                search_query: messageText.substring(0, 500), // Limit query length
+                result_limit: maxResults,
+                filter_intent: intent,
+                only_approved: true,
+            });
+            if (error || !data) {
+                console.warn('Full-text search failed:', error);
+                return [];
+            }
+            return data.map((row) => ({
+                conversationId: createConversationId(row.id),
+                similarity: Math.min(row.rank * 0.1, 1.0), // Normalize rank to 0-1
+                resolution: 'resolved', // Assume approved entries are resolved
+                summary: this.buildConversationSummary(row.question_subject, row.question_text),
+                successfulResponse: row.response_text,
+            }));
+        }
+        catch (error) {
+            console.warn('Full-text search failed:', error);
+            return [];
+        }
+    }
+    /**
+     * Map resolution indicator string to ResolutionType enum
+     */
+    mapResolutionIndicator(indicator) {
+        if (!indicator) {
+            return 'issue_resolved';
+        }
+        const lowerIndicator = indicator.toLowerCase();
+        if (lowerIndicator.includes('resolved') || lowerIndicator.includes('completed')) {
+            return 'issue_resolved';
+        }
+        if (lowerIndicator.includes('satisfied') || lowerIndicator.includes('happy')) {
+            return 'customer_satisfied';
+        }
+        if (lowerIndicator.includes('escalat')) {
+            return 'escalation_resolved';
+        }
+        if (lowerIndicator.includes('closed') || lowerIndicator.includes('no response')) {
+            return 'auto_closed';
+        }
+        return 'issue_resolved';
+    }
+    /**
+     * Build a summary string from question subject and text
+     */
+    buildConversationSummary(subject, text) {
+        const maxLength = 150;
+        if (subject) {
+            const combined = `${subject}: ${text}`;
+            return combined.length > maxLength
+                ? combined.substring(0, maxLength - 3) + '...'
+                : combined;
+        }
+        return text.length > maxLength
+            ? text.substring(0, maxLength - 3) + '...'
+            : text;
+    }
+}
+// =============================================================================
+// Singleton and Utility Functions
+// =============================================================================
+let knowledgeService = null;
+export function getKnowledgeRetrievalService(configOverride) {
+    // If configOverride is provided, always create a new instance with that config
+    if (configOverride) {
+        return new KnowledgeRetrievalService(configOverride);
+    }
+    // Otherwise, use the singleton pattern with global config
+    if (!knowledgeService) {
+        knowledgeService = new KnowledgeRetrievalService();
+    }
+    return knowledgeService;
+}
+/**
+ * Retrieve knowledge context for a message
+ */
+export async function retrieveKnowledgeContext(message, analysis) {
+    return getKnowledgeRetrievalService().retrieveContext(message, analysis);
+}
+/**
+ * Quick customer lookup
+ */
+export async function lookupCustomer(message) {
+    return getKnowledgeRetrievalService().retrieveCustomerData(message);
+}
+/**
+ * Check if knowledge context has sufficient data for autonomous response
+ */
+export function hassufficientContext(context) {
+    const { confidenceScores } = context;
+    // Need at least customer data or high policy confidence
+    const customerKnown = confidenceScores.customerData > 0.5;
+    const hasProductInfo = confidenceScores.productData > 0.5;
+    const hasSimilarConversations = confidenceScores.similarConversations > 0.5;
+    // Consider sufficient if we have customer + anything else
+    return customerKnown || (hasProductInfo && hasSimilarConversations);
+}
+/**
+ * Calculate overall context confidence
+ */
+export function calculateContextConfidence(context) {
+    const scores = context.confidenceScores;
+    const weights = {
+        customerData: 0.4,
+        productData: 0.2,
+        policyData: 0.2,
+        similarConversations: 0.2,
+    };
+    return (scores.customerData * weights.customerData +
+        scores.productData * weights.productData +
+        scores.policyData * weights.policyData +
+        scores.similarConversations * weights.similarConversations);
+}
+// =============================================================================
+// Re-export Invoice Resolver
+// =============================================================================
+export { InvoiceResolverService, getInvoiceResolverService, resolveInvoice, isInvoiceRelatedQuery, } from './invoice-resolver.js';
+// =============================================================================
+// Aliases for backwards compatibility with main index.ts
+// =============================================================================
+/**
+ * Alias for getKnowledgeRetrievalService (used by main index.ts)
+ */
+export const getKnowledgeService = getKnowledgeRetrievalService;
+/**
+ * Alias for retrieveKnowledgeContext (used by main index.ts)
+ */
+export const retrieveKnowledge = retrieveKnowledgeContext;
+//# sourceMappingURL=index.js.map

package/dist/knowledge/index.js.map

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package/dist/knowledge/invoice-resolver.d.ts

@@ -0,0 +1,62 @@
+/**
+ * Invoice Resolution Service
+ *
+ * Intelligently resolves which invoice a customer is asking about to avoid
+ * unnecessary "please provide your invoice number" responses.
+ *
+ * Resolution Priority:
+ * 1. Invoice number extracted from message/subject -> Direct lookup
+ * 2. Customer has 1 unpaid invoice -> Auto-resolve to that (high confidence)
+ * 3. Customer has 0 unpaid but has invoices -> Use most recent (medium confidence)
+ * 4. Multiple unpaid invoices, no number given -> Cannot resolve (return null)
+ */
+import type { ResolvedInvoice, CustomerId } from '../types.js';
+export declare class InvoiceResolverService {
+    private supabase;
+    constructor();
+    /**
+     * Resolve which invoice a customer is asking about
+     *
+     * @param customerId - The customer's ID (from User table)
+     * @param extractedInvoiceNumbers - Invoice numbers already extracted by entity extraction
+     * @param messageText - The message body
+     * @param subject - The email subject line (optional)
+     * @returns ResolvedInvoice if we can determine which invoice, null otherwise
+     */
+    resolveInvoice(customerId: CustomerId, extractedInvoiceNumbers: string[] | undefined, messageText: string, subject?: string): Promise<ResolvedInvoice | null>;
+    /**
+     * Extract invoice numbers from text using multiple patterns
+     */
+    private extractInvoiceNumbers;
+    /**
+     * Look up an invoice by number, verifying it belongs to the customer
+     */
+    private lookupByNumber;
+    /**
+     * Get all invoices for a customer
+     */
+    private getCustomerInvoices;
+    /**
+     * Get the most recent invoice from a list
+     */
+    private getMostRecentInvoice;
+    /**
+     * Map database record to InvoiceContext
+     */
+    private mapToInvoiceContext;
+    /**
+     * Get count of unpaid invoices for a customer
+     * Useful for the response generation to know if clarification is needed
+     */
+    getUnpaidInvoiceCount(customerId: CustomerId): Promise<number>;
+}
+export declare function getInvoiceResolverService(): InvoiceResolverService;
+/**
+ * Resolve which invoice a customer is asking about
+ */
+export declare function resolveInvoice(customerId: CustomerId, extractedInvoiceNumbers: string[] | undefined, messageText: string, subject?: string): Promise<ResolvedInvoice | null>;
+/**
+ * Check if text contains invoice-related keywords
+ */
+export declare function isInvoiceRelatedQuery(text: string): boolean;
+//# sourceMappingURL=invoice-resolver.d.ts.map

package/dist/knowledge/invoice-resolver.d.ts.map

@@ -0,0 +1 @@
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