letschatty 0.4.338__py3-none-any.whl → 0.4.350__py3-none-any.whl

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Files changed (80) hide show
  1. letschatty/models/ai_microservices/__init__.py +4 -4
  2. letschatty/models/ai_microservices/expected_output.py +29 -2
  3. letschatty/models/ai_microservices/lambda_events.py +155 -28
  4. letschatty/models/ai_microservices/lambda_invokation_types.py +4 -1
  5. letschatty/models/ai_microservices/n8n_ai_agents_payload.py +3 -1
  6. letschatty/models/analytics/events/__init__.py +3 -2
  7. letschatty/models/analytics/events/chat_based_events/ai_agent_execution_event.py +71 -0
  8. letschatty/models/analytics/events/chat_based_events/chat_funnel.py +13 -69
  9. letschatty/models/analytics/events/company_based_events/asset_events.py +2 -9
  10. letschatty/models/analytics/events/event_type_to_classes.py +3 -6
  11. letschatty/models/analytics/events/event_types.py +50 -9
  12. letschatty/models/chat/chat.py +0 -2
  13. letschatty/models/chat/chat_with_assets.py +1 -6
  14. letschatty/models/chat/client.py +2 -0
  15. letschatty/models/chat/continuous_conversation.py +1 -1
  16. letschatty/models/company/CRM/funnel.py +33 -365
  17. letschatty/models/company/__init__.py +1 -2
  18. letschatty/models/company/assets/ai_agents_v2/ai_agents_decision_output.py +1 -1
  19. letschatty/models/company/assets/ai_agents_v2/chain_of_thought_in_chat.py +5 -3
  20. letschatty/models/company/assets/ai_agents_v2/chatty_ai_agent_in_chat.py +4 -0
  21. letschatty/models/company/assets/ai_agents_v2/chatty_ai_mode.py +2 -2
  22. letschatty/models/company/assets/ai_agents_v2/get_chat_with_prompt_response.py +1 -0
  23. letschatty/models/company/assets/ai_agents_v2/pre_qualify_config.py +29 -1
  24. letschatty/models/company/assets/automation.py +19 -10
  25. letschatty/models/company/assets/company_assets.py +0 -2
  26. letschatty/models/data_base/collection_interface.py +101 -29
  27. letschatty/models/data_base/mongo_connection.py +92 -9
  28. letschatty/models/messages/chatty_messages/schema/chatty_content/content_document.py +2 -4
  29. letschatty/models/messages/chatty_messages/schema/chatty_content/content_media.py +3 -4
  30. letschatty/models/utils/custom_exceptions/custom_exceptions.py +14 -1
  31. letschatty/services/ai_agents/smart_follow_up_context_builder_v2.py +5 -2
  32. letschatty/services/chatty_assets/__init__.py +12 -0
  33. letschatty/services/chatty_assets/asset_service.py +190 -13
  34. letschatty/services/chatty_assets/assets_collections.py +137 -0
  35. letschatty/services/chatty_assets/base_container.py +3 -2
  36. letschatty/services/chatty_assets/base_container_with_collection.py +35 -26
  37. letschatty/services/chatty_assets/collections/__init__.py +38 -0
  38. letschatty/services/chatty_assets/collections/ai_agent_collection.py +19 -0
  39. letschatty/services/chatty_assets/collections/ai_agent_in_chat_collection.py +32 -0
  40. letschatty/services/chatty_assets/collections/ai_component_collection.py +21 -0
  41. letschatty/services/chatty_assets/collections/chain_of_thought_collection.py +30 -0
  42. letschatty/services/chatty_assets/collections/chat_collection.py +21 -0
  43. letschatty/services/chatty_assets/collections/contact_point_collection.py +21 -0
  44. letschatty/services/chatty_assets/collections/fast_answer_collection.py +21 -0
  45. letschatty/services/chatty_assets/collections/filter_criteria_collection.py +18 -0
  46. letschatty/services/chatty_assets/collections/flow_collection.py +20 -0
  47. letschatty/services/chatty_assets/collections/product_collection.py +20 -0
  48. letschatty/services/chatty_assets/collections/sale_collection.py +20 -0
  49. letschatty/services/chatty_assets/collections/source_collection.py +21 -0
  50. letschatty/services/chatty_assets/collections/tag_collection.py +19 -0
  51. letschatty/services/chatty_assets/collections/topic_collection.py +21 -0
  52. letschatty/services/chatty_assets/collections/user_collection.py +20 -0
  53. letschatty/services/chatty_assets/example_usage.py +44 -0
  54. letschatty/services/chatty_assets/services/__init__.py +37 -0
  55. letschatty/services/chatty_assets/services/ai_agent_in_chat_service.py +73 -0
  56. letschatty/services/chatty_assets/services/ai_agent_service.py +23 -0
  57. letschatty/services/chatty_assets/services/chain_of_thought_service.py +70 -0
  58. letschatty/services/chatty_assets/services/chat_service.py +25 -0
  59. letschatty/services/chatty_assets/services/contact_point_service.py +29 -0
  60. letschatty/services/chatty_assets/services/fast_answer_service.py +32 -0
  61. letschatty/services/chatty_assets/services/filter_criteria_service.py +30 -0
  62. letschatty/services/chatty_assets/services/flow_service.py +25 -0
  63. letschatty/services/chatty_assets/services/product_service.py +30 -0
  64. letschatty/services/chatty_assets/services/sale_service.py +25 -0
  65. letschatty/services/chatty_assets/services/source_service.py +28 -0
  66. letschatty/services/chatty_assets/services/tag_service.py +32 -0
  67. letschatty/services/chatty_assets/services/topic_service.py +31 -0
  68. letschatty/services/chatty_assets/services/user_service.py +32 -0
  69. letschatty/services/continuous_conversation_service/continuous_conversation_helper.py +11 -0
  70. letschatty/services/events/__init__.py +6 -0
  71. letschatty/services/events/events_manager.py +218 -1
  72. letschatty/services/factories/analytics/ai_agent_event_factory.py +161 -0
  73. letschatty/services/factories/analytics/events_factory.py +66 -6
  74. letschatty/services/factories/lambda_ai_orchestrartor/lambda_events_factory.py +46 -8
  75. letschatty/services/messages_helpers/get_caption_or_body_or_preview.py +6 -4
  76. {letschatty-0.4.338.dist-info → letschatty-0.4.350.dist-info}/METADATA +1 -1
  77. {letschatty-0.4.338.dist-info → letschatty-0.4.350.dist-info}/RECORD +79 -44
  78. letschatty/models/company/company_shopify_integration.py +0 -10
  79. {letschatty-0.4.338.dist-info → letschatty-0.4.350.dist-info}/LICENSE +0 -0
  80. {letschatty-0.4.338.dist-info → letschatty-0.4.350.dist-info}/WHEEL +0 -0
@@ -12,6 +12,51 @@ class EventType(StrEnum):
12
12
  AI_AGENT_ASSIGNED_TO_CHAT = "chat.chatty_ai_agent.assigned_to_chat"
13
13
  AI_AGENT_REMOVED_FROM_CHAT = "chat.chatty_ai_agent.removed_from_chat"
14
14
  AI_AGENT_UPDATED_ON_CHAT = "chat.chatty_ai_agent.updated_on_chat"
15
+
16
+ #CHATTY AI AGENT EXECUTION EVENTS - 3-level hierarchy for execution tracking
17
+ # Pattern: chatty_ai_agent_in_chat.{operation}.{detail}
18
+ # Note: Execution events are already chat-scoped via CustomerEventData
19
+
20
+ # TRIGGER EVENTS - What initiates AI agent processing
21
+ CHATTY_AI_AGENT_IN_CHAT_TRIGGER_USER_MESSAGE = "chatty_ai_agent_in_chat.trigger.user_message"
22
+ CHATTY_AI_AGENT_IN_CHAT_TRIGGER_FOLLOW_UP = "chatty_ai_agent_in_chat.trigger.follow_up"
23
+ CHATTY_AI_AGENT_IN_CHAT_TRIGGER_MANUAL = "chatty_ai_agent_in_chat.trigger.manual"
24
+ CHATTY_AI_AGENT_IN_CHAT_TRIGGER_RETRY = "chatty_ai_agent_in_chat.trigger.retry"
25
+
26
+ # STATE EVENTS - AI agent state changes
27
+ CHATTY_AI_AGENT_IN_CHAT_STATE_PROCESSING_STARTED = "chatty_ai_agent_in_chat.state.processing_started"
28
+ CHATTY_AI_AGENT_IN_CHAT_STATE_CALL_STARTED = "chatty_ai_agent_in_chat.state.call_started"
29
+ CHATTY_AI_AGENT_IN_CHAT_STATE_ESCALATED = "chatty_ai_agent_in_chat.state.escalated"
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+ CHATTY_AI_AGENT_IN_CHAT_STATE_UNESCALATED = "chatty_ai_agent_in_chat.state.unescalated"
31
+
32
+ # CALL EVENTS - Outbound calls to services
33
+ CHATTY_AI_AGENT_IN_CHAT_CALL_GET_CHAT_WITH_PROMPT = "chatty_ai_agent_in_chat.call.get_chat_with_prompt"
34
+ CHATTY_AI_AGENT_IN_CHAT_CALL_TAGGER = "chatty_ai_agent_in_chat.call.tagger"
35
+ CHATTY_AI_AGENT_IN_CHAT_CALL_DOUBLE_CHECKER = "chatty_ai_agent_in_chat.call.double_checker"
36
+ CHATTY_AI_AGENT_IN_CHAT_CALL_DEBUGGER = "chatty_ai_agent_in_chat.call.debugger"
37
+
38
+ # CALLBACK EVENTS - Responses received from services
39
+ CHATTY_AI_AGENT_IN_CHAT_CALLBACK_GET_CHAT_WITH_PROMPT = "chatty_ai_agent_in_chat.callback.get_chat_with_prompt"
40
+ CHATTY_AI_AGENT_IN_CHAT_CALLBACK_TAGGER = "chatty_ai_agent_in_chat.callback.tagger"
41
+ CHATTY_AI_AGENT_IN_CHAT_CALLBACK_DOUBLE_CHECKER = "chatty_ai_agent_in_chat.callback.double_checker"
42
+ CHATTY_AI_AGENT_IN_CHAT_CALLBACK_OUTPUT_RECEIVED = "chatty_ai_agent_in_chat.callback.output_received"
43
+
44
+ # DECISION EVENTS - AI agent decisions and actions
45
+ CHATTY_AI_AGENT_IN_CHAT_DECISION_SEND = "chatty_ai_agent_in_chat.decision.send"
46
+ CHATTY_AI_AGENT_IN_CHAT_DECISION_SUGGEST = "chatty_ai_agent_in_chat.decision.suggest"
47
+ CHATTY_AI_AGENT_IN_CHAT_DECISION_ESCALATE = "chatty_ai_agent_in_chat.decision.escalate"
48
+ CHATTY_AI_AGENT_IN_CHAT_DECISION_SKIP = "chatty_ai_agent_in_chat.decision.skip"
49
+ CHATTY_AI_AGENT_IN_CHAT_DECISION_SENT_TO_API = "chatty_ai_agent_in_chat.decision.sent_to_api"
50
+ CHATTY_AI_AGENT_IN_CHAT_DECISION_COMPLETED = "chatty_ai_agent_in_chat.decision.completed"
51
+
52
+ # ERROR EVENTS - Failures and cancellations
53
+ CHATTY_AI_AGENT_IN_CHAT_ERROR_CALL_FAILED = "chatty_ai_agent_in_chat.error.call_failed"
54
+ CHATTY_AI_AGENT_IN_CHAT_ERROR_CALL_CANCELLED = "chatty_ai_agent_in_chat.error.call_cancelled"
55
+ CHATTY_AI_AGENT_IN_CHAT_ERROR_VALIDATION_FAILED = "chatty_ai_agent_in_chat.error.validation_failed"
56
+
57
+ # RATING EVENTS - User feedback
58
+ CHATTY_AI_AGENT_IN_CHAT_RATING_RECEIVED = "chatty_ai_agent_in_chat.rating.received"
59
+
15
60
  #PRODUCTS
16
61
  PRODUCT_ASSIGNED = "chat.product.assigned"
17
62
  PRODUCT_REMOVED = "chat.product.removed"
@@ -42,9 +87,10 @@ class EventType(StrEnum):
42
87
  #CONTINUOUS CONVERSATION
43
88
  CONTINUOUS_CONVERSATION_CREATED = "chat.continuous_conversation.created"
44
89
  CONTINUOUS_CONVERSATION_UPDATED = "chat.continuous_conversation.updated"
45
- #CHAT FUNNEL EVENTS
46
- CHAT_FUNNEL_STARTED = "chat.funnel.started"
47
- CHAT_FUNNEL_STAGE_CHANGED = "chat.funnel.stage_changed"
90
+ #FUNNEL STAGES
91
+ # Funnel-level events
92
+ CHAT_FUNNEL_STARTED = "chat.funnel.started" # New
93
+ CHAT_FUNNEL_UPDATED = "chat.funnel.updated"
48
94
  CHAT_FUNNEL_COMPLETED = "chat.funnel.completed"
49
95
  CHAT_FUNNEL_ABANDONED = "chat.funnel.abandoned"
50
96
 
@@ -83,18 +129,13 @@ class EventType(StrEnum):
83
129
  FAST_ANSWER_CREATED = "company.fast_answer.created"
84
130
  FAST_ANSWER_UPDATED = "company.fast_answer.updated"
85
131
  FAST_ANSWER_DELETED = "company.fast_answer.deleted"
86
- #FUNNELS
132
+ #FUNNEL STAGES
87
133
  FUNNEL_CREATED = "company.funnel.created"
88
134
  FUNNEL_UPDATED = "company.funnel.updated"
89
135
  FUNNEL_DELETED = "company.funnel.deleted"
90
- #FUNNEL STAGES
91
136
  FUNNEL_STAGE_CREATED = "company.funnel_stage.created"
92
137
  FUNNEL_STAGE_UPDATED = "company.funnel_stage.updated"
93
138
  FUNNEL_STAGE_DELETED = "company.funnel_stage.deleted"
94
- #FUNNEL MEMBERS
95
- FUNNEL_MEMBER_ADDED = "company.funnel_member.added"
96
- FUNNEL_MEMBER_UPDATED = "company.funnel_member.updated"
97
- FUNNEL_MEMBER_REMOVED = "company.funnel_member.removed"
98
139
  #BUSINESS AREA
99
140
  BUSINESS_AREA_CREATED = "company.business_area.created"
100
141
  BUSINESS_AREA_UPDATED = "company.business_area.updated"
@@ -19,7 +19,6 @@ from ..utils.custom_exceptions.custom_exceptions import MissingAIAgentForSmartFo
19
19
  from .time_left import TimeLeft
20
20
  from ..company.conversation_topic import TopicTimelineEntry
21
21
  from ..company.form_field import CollectedData
22
- from ..company.CRM.funnel import ActiveFunnel
23
22
  import json
24
23
  import logging
25
24
  logger = logging.getLogger(__name__)
@@ -48,7 +47,6 @@ class Chat(CompanyAssetModel):
48
47
  chatty_ai_agent: Optional[ChattyAIAgentAssignedToChat] = Field(default=None, description="The id of the chatty ai agent that might or might not be assigned to the chat")
49
48
  suggested_messages: List[MessageDraft] = Field(default_factory=list)
50
49
  topics_timeline: List[TopicTimelineEntry] = Field(default_factory=list, description="Timeline of conversation topics throughout the conversation")
51
- active_funnel: Optional[ActiveFunnel] = Field(default=None, description="Current active funnel for this chat")
52
50
  model_config = ConfigDict(extra="ignore")
53
51
 
54
52
  @property
@@ -1,6 +1,6 @@
1
+
1
2
  from .chat import Chat
2
3
  from letschatty.models.company.assets import TagPreview, FlowPreview, ContactPoint, Sale, ChattyAIAgentPreview, ProductPreview
3
- from letschatty.models.company.CRM.funnel import ActiveFunnel
4
4
 
5
5
  from letschatty.models.utils.types.serializer_type import SerializerType
6
6
  from pydantic import BaseModel
@@ -15,8 +15,3 @@ class ChatWithAssets(BaseModel):
15
15
  contact_points: List[ContactPoint]
16
16
  flows_links_states: List[FlowPreview]
17
17
  chatty_ai_agent: Optional[ChattyAIAgentPreview]
18
-
19
- @property
20
- def active_funnel(self) -> Optional[ActiveFunnel]:
21
- """Convenience property to access the chat's active funnel"""
22
- return self.chat.active_funnel
@@ -5,6 +5,7 @@ from ..utils.types.identifier import StrObjectId
5
5
  from .quality_scoring import QualityScore
6
6
  from .highlight import Highlight
7
7
  from ..company.assets.chat_assets import AssignedAssetToChat, SaleAssignedToChat, ContactPointAssignedToChat
8
+ from ..company.CRM.funnel import ClientFunnel
8
9
  from ..utils.types.serializer_type import SerializerType
9
10
 
10
11
  class Client(CompanyAssetModel):
@@ -22,6 +23,7 @@ class Client(CompanyAssetModel):
22
23
  contact_points: List[ContactPointAssignedToChat] = Field(default=list())
23
24
  business_area: Optional[StrObjectId] = Field(default=None, description="It's a business related area, that works as a queue for the chats")
24
25
  external_id: Optional[str] = Field(default=None)
26
+ funnels : List[ClientFunnel] = Field(default=list())
25
27
  exclude_fields = {
26
28
  SerializerType.FRONTEND: {"products", "tags", "sales", "contact_points", "highlights"}
27
29
  }
@@ -30,7 +30,7 @@ class ContinuousConversation(ChattyAssetModel):
30
30
  template_message_waid: Optional[str] = None
31
31
  status: Optional[ContinuousConversationStatus] = Field(default=ContinuousConversationStatus.CREATED)
32
32
  active: bool = Field(default=True)
33
- expires_at: datetime = Field(default_factory=lambda: datetime.now(ZoneInfo("UTC")) + timedelta(days=10))
33
+ expires_at: datetime = Field(default=datetime.now(ZoneInfo("UTC")) + timedelta(days=10))
34
34
  messages: List[MessageDraft]
35
35
  creator_id: StrObjectId
36
36
  forced_send: bool = Field(default=False)
@@ -1,401 +1,69 @@
1
- from ...base_models import CompanyAssetModel, ChattyAssetPreview, ChattyAssetModel
2
- from typing import List, Optional, ClassVar, Any
1
+ from ...base_models import CompanyAssetModel
2
+ from typing import List
3
3
  from ...utils.types.identifier import StrObjectId
4
- from pydantic import BaseModel, Field, ConfigDict
4
+ from pydantic import BaseModel, Field
5
5
  from enum import StrEnum
6
6
  from datetime import datetime
7
+ from typing import Optional
7
8
  from zoneinfo import ZoneInfo
8
9
  from ...utils.types.executor_types import ExecutorType
9
- from ..assets.automation import Automation
10
-
11
-
12
- # ============================================================================
13
- # Enums
14
- # ============================================================================
15
10
 
16
11
  class FunnelStatus(StrEnum):
17
- """Status of a chat within a funnel"""
18
12
  IN_PROGRESS = "in_progress"
19
13
  COMPLETED = "completed"
20
14
  ABANDONED = "abandoned"
21
15
 
22
-
23
- class FunnelMemberRole(StrEnum):
24
- """Role of a user within a funnel"""
25
- ADMIN = "admin" # Full control over funnel settings, stages, and members
26
- EDITOR = "editor" # Can move chats between stages, view all chats
27
- VIEWER = "viewer" # Read-only access to funnel and chats
28
-
29
-
30
- # ============================================================================
31
- # Embedded Models (BaseModel)
32
- # ============================================================================
33
-
34
16
  class StageTransition(BaseModel):
35
- """
36
- Record of a chat transitioning between stages within a funnel.
37
- Tracks the transition details and time spent in the previous stage.
38
- """
39
- from_stage_id: Optional[StrObjectId] = Field(
40
- default=None,
41
- description="The stage the chat came from (None if entering funnel)"
42
- )
43
- to_stage_id: StrObjectId = Field(description="The stage the chat moved to")
44
- transitioned_at: datetime = Field(default_factory=lambda: datetime.now(ZoneInfo("UTC")))
45
- executor_type: ExecutorType = Field(description="Type of executor that triggered the transition")
46
- executor_id: StrObjectId = Field(description="ID of the executor that triggered the transition")
47
- time_in_previous_stage_seconds: Optional[int] = Field(
48
- default=None,
49
- description="Time spent in the previous stage before this transition"
50
- )
51
- from_stage_order: Optional[int] = Field(
52
- default=None,
53
- description="Order of the from_stage at transition time (for detecting regressions)"
54
- )
55
- to_stage_order: Optional[int] = Field(
56
- default=None,
57
- description="Order of the to_stage at transition time"
58
- )
59
-
60
- @property
61
- def is_regression(self) -> bool:
62
- """Check if this transition moved backwards in the funnel"""
63
- if self.from_stage_order is None or self.to_stage_order is None:
64
- return False
65
- return self.to_stage_order < self.from_stage_order
66
-
67
- @property
68
- def is_entry(self) -> bool:
69
- """Check if this is an entry transition (no previous stage)"""
70
- return self.from_stage_id is None
71
-
72
-
73
- class ActiveFunnel(BaseModel):
74
- """
75
- Lightweight funnel state embedded in Chat for fast filtering and display.
76
-
77
- The full history (stage_transitions, time metrics) is stored in the
78
- separate chat_funnels collection via ChatFunnel.
79
- """
80
- chat_funnel_id: StrObjectId = Field(
81
- description="Reference to the full ChatFunnel document in chat_funnels collection"
82
- )
83
- funnel_id: StrObjectId = Field(description="The funnel the chat is in")
84
- funnel_name: str = Field(description="Denormalized funnel name for display")
85
- current_stage_id: StrObjectId = Field(description="Current stage ID")
86
- current_stage_name: str = Field(description="Denormalized stage name for display")
87
- entered_current_stage_at: datetime = Field(
88
- default_factory=lambda: datetime.now(ZoneInfo("UTC")),
89
- description="When the chat entered the current stage"
90
- )
91
-
92
- @property
93
- def time_in_current_stage_seconds(self) -> int:
94
- """Calculate time spent in the current stage"""
95
- return int((datetime.now(tz=ZoneInfo("UTC")) - self.entered_current_stage_at).total_seconds())
96
-
97
- def update_stage(self, stage_id: StrObjectId, stage_name: str) -> None:
98
- """Update the current stage (called when transitioning)"""
99
- self.current_stage_id = stage_id
100
- self.current_stage_name = stage_name
101
- self.entered_current_stage_at = datetime.now(tz=ZoneInfo("UTC"))
102
-
103
-
104
- # ============================================================================
105
- # Preview Classes - For efficient listing
106
- # ============================================================================
107
-
108
- class FunnelPreview(ChattyAssetPreview):
109
- """Preview of a Funnel for listing without full data"""
110
- is_active: bool = Field(default=True)
111
-
112
- @classmethod
113
- def get_projection(cls) -> dict[str, Any]:
114
- base = super().get_projection()
115
- base["is_active"] = 1
116
- return base
117
-
118
- @classmethod
119
- def from_asset(cls, asset: 'Funnel') -> 'FunnelPreview':
120
- return cls(
121
- _id=asset.id,
122
- name=asset.name,
123
- company_id=asset.company_id,
124
- created_at=asset.created_at,
125
- deleted_at=asset.deleted_at,
126
- is_active=asset.is_active
127
- )
128
-
129
-
130
- class FunnelStagePreview(ChattyAssetPreview):
131
- """Preview of a FunnelStage for listing"""
17
+ from_stage_id: Optional[StrObjectId] = None
18
+ to_stage_id: StrObjectId
19
+ transitioned_at: datetime = Field(default=datetime.now(ZoneInfo("UTC")))
20
+ executor_type: ExecutorType
21
+ executor_id: StrObjectId
22
+ time_in_previous_stage_seconds: Optional[int] = None
23
+
24
+ class ClientFunnel(CompanyAssetModel):
132
25
  funnel_id: StrObjectId
133
- color: str
134
- order: int
135
- is_exit_stage: bool = Field(default=False)
136
-
137
- @classmethod
138
- def get_projection(cls) -> dict[str, Any]:
139
- base = super().get_projection()
140
- base.update({
141
- "funnel_id": 1,
142
- "color": 1,
143
- "order": 1,
144
- "is_exit_stage": 1
145
- })
146
- return base
147
-
148
- @classmethod
149
- def from_asset(cls, asset: 'FunnelStage') -> 'FunnelStagePreview':
150
- return cls(
151
- _id=asset.id,
152
- name=asset.name,
153
- company_id=asset.company_id,
154
- created_at=asset.created_at,
155
- deleted_at=asset.deleted_at,
156
- funnel_id=asset.funnel_id,
157
- color=asset.color,
158
- order=asset.order,
159
- is_exit_stage=asset.is_exit_stage
160
- )
161
-
162
-
163
- # ============================================================================
164
- # Company Assets (CompanyAssetModel) - Stored in separate collections
165
- # ============================================================================
166
-
167
- class Funnel(CompanyAssetModel):
168
- """
169
- A funnel represents a pipeline/process for managing chats (e.g., sales funnel, support pipeline).
170
- Companies can create multiple funnels to organize their chat workflows.
171
- """
172
- name: str = Field(description="Name of the funnel")
173
- description: Optional[str] = Field(default=None, description="Description of the funnel's purpose")
174
- created_by: StrObjectId = Field(description="User ID who created the funnel")
175
- is_active: bool = Field(default=True, description="Whether the funnel is active or archived")
176
-
177
- preview_class: ClassVar[type[FunnelPreview]] = FunnelPreview
178
-
179
- model_config = ConfigDict(
180
- validate_by_name=True,
181
- validate_by_alias=True
182
- )
183
-
184
-
185
- class FunnelStage(CompanyAssetModel):
186
- """
187
- A stage within a funnel. Stages are ordered and can have automations
188
- that execute when a chat enters the stage.
189
- """
190
- funnel_id: StrObjectId = Field(frozen=True, description="The funnel this stage belongs to")
191
- name: str = Field(description="Name of the stage")
192
- description: Optional[str] = Field(default=None, description="Description of the stage")
193
- color: str = Field(default="#808080", description="Hex color for the stage (e.g., '#FFAA00')")
194
- order: int = Field(ge=0, description="Position of the stage in the funnel (0-indexed)")
195
- inflexion_conversion_point: bool = Field(
196
- default=False,
197
- description="If true, prioritized for chat assignment and sends notifications in automatic mode"
198
- )
199
- is_exit_stage: bool = Field(
200
- default=False,
201
- description="If true, moving to this stage completes the funnel for the chat"
202
- )
203
- automations: Automation = Field(
204
- default_factory=Automation,
205
- description="Automations to execute when a chat enters this stage"
206
- )
207
-
208
- preview_class: ClassVar[type[FunnelStagePreview]] = FunnelStagePreview
209
-
210
- model_config = ConfigDict(
211
- validate_by_name=True,
212
- validate_by_alias=True
213
- )
214
-
215
-
216
- class FunnelMember(CompanyAssetModel):
217
- """
218
- A user's membership in a funnel with their assigned role.
219
- Determines what actions the user can perform within the funnel.
220
- """
221
- name: str = Field(default="Funnel Member", description="Name for asset compatibility")
222
- funnel_id: StrObjectId = Field(frozen=True, description="The funnel this membership belongs to")
223
- user_id: StrObjectId = Field(frozen=True, description="The user who is a member")
224
- role: FunnelMemberRole = Field(description="The user's role within the funnel")
225
-
226
- model_config = ConfigDict(
227
- validate_by_name=True,
228
- validate_by_alias=True
229
- )
230
-
231
- @property
232
- def can_edit(self) -> bool:
233
- """Check if the member can edit (move chats, etc.)"""
234
- return self.role in (FunnelMemberRole.ADMIN, FunnelMemberRole.EDITOR)
235
-
236
- @property
237
- def can_admin(self) -> bool:
238
- """Check if the member can administer the funnel"""
239
- return self.role == FunnelMemberRole.ADMIN
240
-
241
-
242
- # ============================================================================
243
- # ChatFunnel - Stored in separate chat_funnels collection
244
- # This is a ChattyAssetModel (not CompanyAssetModel) because it's a chat history
245
- # record rather than a company-level asset.
246
- # ============================================================================
247
-
248
- class ChatFunnel(ChattyAssetModel):
249
- """
250
- Full record of a chat's journey through a funnel.
251
- Stored in a separate 'chat_funnels' collection, NOT embedded in chat.
252
-
253
- This extends ChattyAssetModel (not CompanyAssetModel) because it's a
254
- chat-level record tracking funnel history, not a company-owned asset.
255
-
256
- A new ChatFunnel is created each time a chat enters a funnel.
257
- If a chat completes a funnel and enters it again, a NEW ChatFunnel is created.
258
-
259
- The Chat document stores a lightweight ActiveFunnel for fast
260
- filtering and display, with a reference to this full record.
261
- """
262
- company_id: StrObjectId = Field(frozen=True, description="Company for multi-tenant isolation")
263
- chat_id: StrObjectId = Field(frozen=True, description="The chat this funnel record belongs to")
264
- funnel_id: StrObjectId = Field(frozen=True, description="The funnel the chat entered")
265
- status: FunnelStatus = Field(default=FunnelStatus.IN_PROGRESS)
266
- started_at: datetime = Field(default_factory=lambda: datetime.now(ZoneInfo("UTC")))
267
- completed_at: Optional[datetime] = Field(default=None)
268
- abandoned_at: Optional[datetime] = Field(default=None)
269
- current_stage_id: Optional[StrObjectId] = Field(
270
- default=None,
271
- description="Current stage ID (None if funnel is completed/abandoned)"
272
- )
273
- entered_current_stage_at: Optional[datetime] = Field(
274
- default=None,
275
- description="When the chat entered the current stage"
276
- )
277
- stage_transitions: List[StageTransition] = Field(
278
- default_factory=list,
279
- description="Complete history of all stage transitions"
280
- )
281
-
282
- model_config = ConfigDict(
283
- validate_by_name=True,
284
- validate_by_alias=True
285
- )
26
+ status: FunnelStatus
27
+ started_at: datetime = Field(default=datetime.now(ZoneInfo("UTC")))
28
+ completed_at: Optional[datetime] = None
29
+ abandoned_at: Optional[datetime] = None
30
+ current_stage_id: Optional[StrObjectId] = None
31
+ entered_current_stage_at: datetime
32
+ stage_transitions: List[StageTransition] = Field(default_factory=list)
286
33
 
287
34
  @property
288
35
  def is_completed(self) -> bool:
289
- """Check if the chat has completed the funnel"""
290
- return self.status == FunnelStatus.COMPLETED and self.completed_at is not None
36
+ return self.completed_at is not None
291
37
 
292
38
  @property
293
39
  def is_abandoned(self) -> bool:
294
- """Check if the chat has abandoned the funnel"""
295
- return self.status == FunnelStatus.ABANDONED and self.abandoned_at is not None
296
-
297
- @property
298
- def is_active(self) -> bool:
299
- """Check if the chat is still active in the funnel"""
300
- return self.status == FunnelStatus.IN_PROGRESS
40
+ return self.abandoned_at is not None
301
41
 
302
42
  @property
303
43
  def time_in_funnel_seconds(self) -> int:
304
- """Calculate total time spent in the funnel"""
305
44
  end_time = self.completed_at or self.abandoned_at or datetime.now(tz=ZoneInfo("UTC"))
306
45
  return int((end_time - self.started_at).total_seconds())
307
46
 
308
47
  @property
309
48
  def time_in_current_stage_seconds(self) -> Optional[int]:
310
- """Calculate time spent in the current stage"""
311
- if not self.entered_current_stage_at or not self.current_stage_id:
49
+ if not self.entered_current_stage_at:
312
50
  return None
313
51
  return int((datetime.now(tz=ZoneInfo("UTC")) - self.entered_current_stage_at).total_seconds())
314
52
 
315
53
  @property
316
54
  def unique_stages_visited(self) -> int:
317
- """Count of unique stages the chat has visited"""
318
55
  return len(set(t.to_stage_id for t in self.stage_transitions))
319
56
 
320
- @property
321
- def total_transitions(self) -> int:
322
- """Total number of stage transitions"""
323
- return len(self.stage_transitions)
324
-
325
- @property
326
- def regression_count(self) -> int:
327
- """Count of times the chat moved backwards in the funnel"""
328
- return sum(1 for t in self.stage_transitions if t.is_regression)
329
-
330
- @property
331
- def last_transition(self) -> Optional[StageTransition]:
332
- """Get the most recent stage transition"""
333
- return self.stage_transitions[-1] if self.stage_transitions else None
334
-
335
- def record_transition(
336
- self,
337
- to_stage_id: StrObjectId,
338
- executor_type: ExecutorType,
339
- executor_id: StrObjectId,
340
- from_stage_order: Optional[int] = None,
341
- to_stage_order: Optional[int] = None
342
- ) -> StageTransition:
343
- """
344
- Record a transition to a new stage.
345
- Returns the created StageTransition.
346
-
347
- Args:
348
- to_stage_id: The stage to transition to
349
- executor_type: Who/what triggered the transition
350
- executor_id: ID of the executor
351
- from_stage_order: Order of current stage (for regression detection)
352
- to_stage_order: Order of target stage (for regression detection)
353
- """
354
- time_in_previous = self.time_in_current_stage_seconds
355
-
356
- transition = StageTransition(
357
- from_stage_id=self.current_stage_id,
358
- to_stage_id=to_stage_id,
359
- executor_type=executor_type,
360
- executor_id=executor_id,
361
- time_in_previous_stage_seconds=time_in_previous,
362
- from_stage_order=from_stage_order,
363
- to_stage_order=to_stage_order
364
- )
365
-
366
- self.stage_transitions.append(transition)
367
- self.current_stage_id = to_stage_id
368
- self.entered_current_stage_at = transition.transitioned_at
369
-
370
- return transition
371
-
372
- def complete(self) -> None:
373
- """Mark the funnel as completed"""
374
- self.status = FunnelStatus.COMPLETED
375
- self.completed_at = datetime.now(tz=ZoneInfo("UTC"))
57
+ class FunnelStage(CompanyAssetModel):
58
+ name: str
59
+ description: str
60
+ index: int
61
+ inflexion_conversion_point: bool = Field(default=False, description="If true, it'll be prioritized for chat assignment and will send notifications in automatic mode to all agents.")
62
+ workflow_ids: List[StrObjectId] = Field(default_factory=list)
376
63
 
377
- def abandon(self) -> None:
378
- """Mark the funnel as abandoned"""
379
- self.status = FunnelStatus.ABANDONED
380
- self.abandoned_at = datetime.now(tz=ZoneInfo("UTC"))
381
64
 
382
- def to_active_funnel(self, funnel_name: str, stage_name: str) -> ActiveFunnel:
383
- """
384
- Create an ActiveFunnel for embedding in the Chat document.
385
- Call this after creating/updating the ChatFunnel.
386
-
387
- Args:
388
- funnel_name: Name of the funnel (for denormalization)
389
- stage_name: Name of the current stage (for denormalization)
390
- """
391
- if not self.current_stage_id or not self.entered_current_stage_at:
392
- raise ValueError("Cannot create ActiveFunnel without current stage")
393
-
394
- return ActiveFunnel(
395
- chat_funnel_id=self.id,
396
- funnel_id=self.funnel_id,
397
- funnel_name=funnel_name,
398
- current_stage_id=self.current_stage_id,
399
- current_stage_name=stage_name,
400
- entered_current_stage_at=self.entered_current_stage_at
401
- )
65
+ class Funnel(CompanyAssetModel):
66
+ name: str
67
+ description: str
68
+ stages: List[FunnelStage]
69
+ assignment_priority: int = Field(ge=0, le=10, description="Priority for chat assignment, between funnels")
@@ -1,4 +1,3 @@
1
1
  from .assets import *
2
2
  from .empresa import EmpresaModel
3
- from .form_field import FormField, FormFieldPreview, CollectedData, SystemFormFields
4
- from .CRM.funnel import Funnel, FunnelPreview, ChatFunnel, StageTransition, FunnelStatus
3
+ from .form_field import FormField, FormFieldPreview, CollectedData, SystemFormFields
@@ -55,7 +55,7 @@ class SmartFollowUpDecision(BaseModel):
55
55
  SmartFollowUpDecisionAction.POSTPONE_DELTA_TIME]:
56
56
  # Postpone actions don't require messages
57
57
  if self.messages is not None and len(self.messages) > 0:
58
- raise ValueError("Messages are not allowed when action is postpone/postponed")
58
+ raise ValueError("Messages are not allowed when action is postpone")
59
59
  else:
60
60
  raise ValueError(f"Invalid action: {self.action}")
61
61
 
@@ -84,12 +84,13 @@ class ChainOfThoughtInChatPreview(ChattyAssetPreview):
84
84
  # trigger_id removed - trigger info is in: incoming_message_ids for user_message,
85
85
  # triggered_by_user_id for manual_trigger, smart_follow_up_id for follow_up
86
86
  chain_of_thought : Optional[str] = Field(default=None, description="The chain of thought")
87
+ confidence: Optional[int] = Field(default=None, ge=0, le=100, description="Confidence 0-100")
87
88
  status: Optional[ChainOfThoughtInChatStatus] = Field(default=None, description="The status of the chain of thought")
88
89
  name: str = Field(description="A title for the chain of thought")
89
90
 
90
91
  @classmethod
91
92
  def get_projection(cls) -> dict[str, Any]:
92
- return super().get_projection() | {"chat_id": 1, "trigger": 1, "chain_of_thought": 1, "name": 1, "status": 1}
93
+ return super().get_projection() | {"chat_id": 1, "trigger": 1, "chain_of_thought": 1, "confidence": 1, "name": 1, "status": 1}
93
94
 
94
95
  @classmethod
95
96
  def from_dict(cls, data: dict) -> 'ChainOfThoughtInChatPreview':
@@ -103,6 +104,7 @@ class ChainOfThoughtInChatPreview(ChattyAssetPreview):
103
104
  chat_id=asset.chat_id,
104
105
  trigger=asset.trigger,
105
106
  chain_of_thought=asset.chain_of_thought,
107
+ confidence=asset.confidence,
106
108
  status=asset.status,
107
109
  company_id=asset.company_id,
108
110
  created_at=asset.created_at,
@@ -121,6 +123,7 @@ class ChainOfThoughtInChat(CompanyAssetModel):
121
123
  chatty_ai_agent_id : StrObjectId = Field(description="The chatty ai agent id")
122
124
  chatty_ai_agent : Dict[str, Any] = Field(description="The chatty ai agent at the moment of triggering the chain of thought", exclude=True,default_factory=dict)
123
125
  chain_of_thought : Optional[str] = Field(default=None, description="The chain of thought")
126
+ confidence: Optional[int] = Field(default=None, ge=0, le=100, description="Confidence 0-100")
124
127
  name: str = Field(description="A title for the chain of thought", alias="title")
125
128
  preview_class: ClassVar[Type[ChattyAssetPreview]] = ChainOfThoughtInChatPreview
126
129
 
@@ -128,5 +131,4 @@ class ChainOfThoughtInChat(CompanyAssetModel):
128
131
  if self.chain_of_thought is None:
129
132
  self.chain_of_thought = cot
130
133
  else:
131
- self.chain_of_thought += f"\n{cot}"
132
-
134
+ self.chain_of_thought += f"\n{cot}"
@@ -92,6 +92,10 @@ class ChattyAIAgentInChat(CompanyAssetModel):
92
92
  default=None,
93
93
  description="If the trigger is a user message, this will be the id of the incoming message"
94
94
  )
95
+ last_reset_message_id: Optional[str] = Field(
96
+ default=None,
97
+ description="Last reset control trigger message id handled for this chat"
98
+ )
95
99
 
96
100
  # Assignment metadata
97
101
  assigned_at: datetime = Field(default_factory=lambda: datetime.now(ZoneInfo("UTC")))