WeLe Agentic AI: LangGraph multi-agent CRM assistant with voice

2026-08-28 02:16:03 +05:30
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+// ============================================
+// Shared query helpers for the CRM read tools.
+// ============================================
+import { z } from 'zod';
+import { EnrollmentLog } from '../../data/models/index.js';
+
+/** Payment status that counts as a real enrolment. */
+export const PAID = 'SUCCESS';
+
+/**
+ * Phone numbers that have actually paid, in every format the CRM stores.
+ *
+ * Lead.enrolled is false on every lead record — nothing in the CRM sets it —
+ * so enrolment truth lives in `enrollmentlogs`. Those hold bare 10-digit
+ * mobiles while leads are stored 91-prefixed, so a naive join matches nothing.
+ * The paid set is small (tens of rows), so materialising it and matching with
+ * $in beats a $lookup doing string surgery across 4.4k leads.
+ *
+ * Cached briefly: several tools in one turn otherwise repeat the same scan.
+ */
+let _paidCache = { at: 0, value: null };
+export async function paidPhoneVariants(ttlMs = 60_000) {
+  if (_paidCache.value && Date.now() - _paidCache.at < ttlMs) return _paidCache.value;
+  const rows = await EnrollmentLog.find({ paymentStatus: PAID }, { primaryMobile: 1 }).lean();
+  const out = new Set();
+  for (const r of rows) {
+    const d = String(r.primaryMobile || '').replace(/\D/g, '');
+    if (d.length < 10) continue;
+    const ten = d.slice(-10);
+    out.add(ten);
+    out.add('91' + ten);
+  }
+  _paidCache = { at: Date.now(), value: [...out] };
+  return _paidCache.value;
+}
+
+/** Normalise to the 12-digit Indian format the CRM stores (91XXXXXXXXXX). */
+export function normalizePhone(raw = '') {
+  const digits = String(raw).replace(/\D/g, '');
+  if (digits.length === 10) return '91' + digits;
+  if (digits.length === 12 && digits.startsWith('91')) return digits;
+  if (digits.length === 13 && digits.startsWith('091')) return digits.slice(1);
+  return digits;
+}
+
+/** Match either stored form — some leads predate country-code normalisation. */
+export function phoneVariants(raw) {
+  const n = normalizePhone(raw);
+  const short = n.startsWith('91') ? n.slice(2) : n;
+  return [...new Set([n, short, raw])].filter(Boolean);
+}
+
+/**
+ * Relative date windows. The model is far more reliable picking a named window
+ * than computing ISO timestamps, and this keeps "this month" meaning the same
+ * thing in every tool.
+ */
+export const DATE_RANGES = [
+  'today', 'yesterday', 'last_7_days', 'last_30_days', 'last_90_days',
+  'this_week', 'this_month', 'last_month', 'this_quarter', 'this_year', 'all_time',
+];
+
+export function resolveRange(range = 'last_30_days', now = new Date()) {
+  const d = (x) => new Date(x);
+  const startOfDay = (x) => { const y = d(x); y.setHours(0, 0, 0, 0); return y; };
+  const end = new Date(now);
+  let start;
+
+  switch (range) {
+    case 'today':        start = startOfDay(now); break;
+    case 'yesterday': {
+      start = startOfDay(now); start.setDate(start.getDate() - 1);
+      const e = startOfDay(now); return { start, end: e, label: 'yesterday' };
+    }
+    case 'last_7_days':  start = startOfDay(now); start.setDate(start.getDate() - 7); break;
+    case 'last_30_days': start = startOfDay(now); start.setDate(start.getDate() - 30); break;
+    case 'last_90_days': start = startOfDay(now); start.setDate(start.getDate() - 90); break;
+    case 'this_week': {
+      start = startOfDay(now);
+      start.setDate(start.getDate() - ((start.getDay() + 6) % 7)); // Monday
+      break;
+    }
+    case 'this_month':   start = new Date(now.getFullYear(), now.getMonth(), 1); break;
+    case 'last_month': {
+      start = new Date(now.getFullYear(), now.getMonth() - 1, 1);
+      return { start, end: new Date(now.getFullYear(), now.getMonth(), 1), label: 'last month' };
+    }
+    case 'this_quarter': start = new Date(now.getFullYear(), Math.floor(now.getMonth() / 3) * 3, 1); break;
+    case 'this_year':    start = new Date(now.getFullYear(), 0, 1); break;
+    case 'all_time':     return { start: new Date(0), end, label: 'all time' };
+    default:             start = startOfDay(now); start.setDate(start.getDate() - 30);
+  }
+  return { start, end, label: range.replace(/_/g, ' ') };
+}
+
+export const dateRangeSchema = z.enum(DATE_RANGES).default('last_30_days')
+  .describe('Relative time window for the query.');
+
+/** Fields safe to project to the model — excludes tracking/PII noise. */
+export const LEAD_SUMMARY_FIELDS = {
+  phone_number: 1, name: 1, wa_name: 1, email: 1, lead_score: 1, lead_tag: 1,
+  current_stage: 1, funnel_stage: 1, segment: 1, source: 1, interested_course: 1,
+  interested_courses: 1, qualification: 1, assigned_to: 1, enrolled: 1,
+  enrollment_date: 1, follow_up_date: 1, last_interaction: 1, first_interaction: 1,
+  total_messages: 1, tags: 1, createdAt: 1, needs_human: 1, city: 1,
+};
+
+/** Trim a Mongo doc down for the model: drop nulls and empty strings. */
+export function compact(doc) {
+  if (!doc || typeof doc !== 'object') return doc;
+  const out = {};
+  for (const [k, v] of Object.entries(doc)) {
+    if (v == null || v === '' || (Array.isArray(v) && v.length === 0)) continue;
+    out[k] = v;
+  }
+  return out;
+}
+
+/**
+ * Resolve a person reference — a phone number OR a name — to phone numbers.
+ *
+ * Conversations are keyed by phone and their `participant_name` is empty on
+ * ~99.8% of records (4,004 of 4,014 in the live database), so a name can only
+ * be resolved by going through the Lead collection and joining on phone. Any
+ * conversation lookup that searched `participant_name` directly reported "no
+ * chat found" for people who plainly had one.
+ *
+ * @returns {{phones: string[], matches: Array<{name:string, phone:string}>, ambiguous: boolean}}
+ */
+export async function resolvePerson(query) {
+  const { Lead } = await import('../../data/models/index.js');
+  const raw = String(query || '').trim();
+  if (!raw) return { phones: [], matches: [], ambiguous: false };
+
+  // Enough digits to be a phone number → use it directly.
+  if ((raw.match(/\d/g) || []).length >= 8) {
+    return { phones: phoneVariants(raw), matches: [], ambiguous: false };
+  }
+
+  // Otherwise treat it as a name. Escape regex metacharacters so a name like
+  // "R. Kumar (Dev)" cannot blow up or match unintended records.
+  const safe = [...raw].map((ch) => ('\\^$.|?*+()[]{}'.includes(ch) ? '\\' + ch : ch)).join('');
+  // "md salim" should still match "Md. Salim" — join words with a wildcard.
+  const rx = new RegExp(safe.trim().split(/\s+/).join('.*'), 'i');
+
+  const leads = await Lead.find({ $or: [{ name: rx }, { wa_name: rx }] })
+    .select('name wa_name phone_number')
+    .limit(10)
+    .lean();
+
+  const matches = leads.map((l) => ({ name: l.name || l.wa_name || '(unnamed)', phone: l.phone_number }));
+  const phones = [...new Set(leads.flatMap((l) => phoneVariants(l.phone_number)))];
+  return { phones, matches, ambiguous: matches.length > 1 };
+}
+
+/**
+ * Conversations rarely carry a usable `participant_name`, so attach the lead's
+ * name by phone. Without this every inbox listing reads as a wall of numbers.
+ */
+export async function attachLeadNames(rows, phoneField = 'phone_number') {
+  if (!rows?.length) return rows;
+  const { Lead } = await import('../../data/models/index.js');
+
+  const phones = [...new Set(rows.flatMap((r) => phoneVariants(r[phoneField])))];
+  const leads = await Lead.find({ phone_number: { $in: phones } })
+    .select('name wa_name phone_number current_stage lead_tag')
+    .lean();
+
+  const byPhone = new Map();
+  for (const l of leads) {
+    for (const v of phoneVariants(l.phone_number)) {
+      byPhone.set(v, l);
+    }
+  }
+
+  return rows.map((r) => {
+    const lead = byPhone.get(normalizePhone(r[phoneField])) || byPhone.get(r[phoneField]);
+    return {
+      ...r,
+      participant_name: r.participant_name || lead?.name || lead?.wa_name || '',
+      lead_stage: lead?.current_stage,
+      lead_tag: lead?.lead_tag,
+    };
+  });
+}