DB-backed workspace + LangGraph agent
This commit is contained in:
Ruslan Bakiev
@@ -4,6 +4,7 @@ import type { ChatRole, Prisma } from "@prisma/client";
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import { prisma } from "../utils/prisma";
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import { datasetRoot } from "../dataset/paths";
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import { ensureDataset } from "../dataset/exporter";
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import { runLangGraphCrmAgentFor } from "./langgraphCrmAgent";
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type ContactIndexRow = {
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id: string;
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@@ -74,6 +75,11 @@ export async function runCrmAgent(userText: string): Promise<AgentReply> {
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export async function runCrmAgentFor(
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input: { teamId: string; userId: string; userText: string },
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): Promise<AgentReply> {
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const mode = (process.env.CF_AGENT_MODE ?? "langgraph").toLowerCase();
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if (mode !== "rule" && process.env.OPENAI_API_KEY) {
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return runLangGraphCrmAgentFor(input);
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}
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await ensureDataset({ teamId: input.teamId, userId: input.userId });
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const q = normalize(input.userText);
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const root = datasetRoot({ teamId: input.teamId, userId: input.userId });
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375
Frontend/server/agent/langgraphCrmAgent.ts
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375
Frontend/server/agent/langgraphCrmAgent.ts
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@@ -0,0 +1,375 @@
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import type { AgentReply } from "./crmAgent";
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import { prisma } from "../utils/prisma";
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import { ensureDataset } from "../dataset/exporter";
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import { createReactAgent } from "@langchain/langgraph/prebuilt";
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import { ChatOpenAI } from "@langchain/openai";
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import { tool } from "@langchain/core/tools";
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import { z } from "zod";
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function iso(d: Date) {
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return d.toISOString();
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}
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async function buildCrmSnapshot(input: { teamId: string }) {
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const now = new Date();
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const in7 = new Date(now.getTime() + 7 * 24 * 60 * 60 * 1000);
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const [contacts, upcoming, deals] = await Promise.all([
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prisma.contact.findMany({
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where: { teamId: input.teamId },
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orderBy: { updatedAt: "desc" },
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take: 25,
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include: {
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messages: { select: { occurredAt: true, channel: true, direction: true }, orderBy: { occurredAt: "desc" }, take: 1 },
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deals: { select: { stage: true, amount: true, updatedAt: true }, orderBy: { updatedAt: "desc" }, take: 1 },
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},
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}),
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prisma.calendarEvent.findMany({
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where: { teamId: input.teamId, startsAt: { gte: now, lte: in7 } },
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orderBy: { startsAt: "asc" },
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take: 20,
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include: { contact: { select: { name: true } } },
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}),
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prisma.deal.findMany({
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where: { teamId: input.teamId },
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orderBy: { updatedAt: "desc" },
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take: 20,
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include: { contact: { select: { name: true, company: true } } },
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}),
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]);
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const byStage = new Map<string, number>();
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for (const d of deals) byStage.set(d.stage, (byStage.get(d.stage) ?? 0) + 1);
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const lines: string[] = [];
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lines.push(`Snapshot time: ${iso(now)}`);
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lines.push(`Contacts: ${await prisma.contact.count({ where: { teamId: input.teamId } })}`);
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lines.push(`Deals: ${await prisma.deal.count({ where: { teamId: input.teamId } })}`);
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lines.push(`Upcoming events (7d): ${upcoming.length}`);
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lines.push("");
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if (upcoming.length) {
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lines.push("Upcoming events:");
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for (const e of upcoming) {
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lines.push(`- ${e.startsAt.toISOString()} · ${e.title} · ${e.contact?.name ?? "No contact"}`);
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}
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lines.push("");
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}
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if (byStage.size) {
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lines.push("Deals by stage:");
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for (const [stage, n] of [...byStage.entries()].sort((a, b) => b[1] - a[1])) {
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lines.push(`- ${stage}: ${n}`);
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}
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lines.push("");
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}
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if (contacts.length) {
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lines.push("Recently updated contacts:");
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for (const c of contacts.slice(0, 12)) {
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const last = c.messages[0]?.occurredAt ? c.messages[0].occurredAt.toISOString() : c.updatedAt.toISOString();
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const deal = c.deals[0] ? `${c.deals[0].stage}${c.deals[0].amount ? ` $${c.deals[0].amount}` : ""}` : "no deal";
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lines.push(`- ${c.name}${c.company ? ` (${c.company})` : ""} · last touch ${last} · ${deal}`);
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}
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}
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return lines.join("\n");
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}
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export async function runLangGraphCrmAgentFor(input: {
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teamId: string;
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userId: string;
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userText: string;
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}): Promise<AgentReply> {
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if (!process.env.OPENAI_API_KEY) {
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return {
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text: "OPENAI_API_KEY не задан. Сейчас включен fallback-агент без LLM.",
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plan: ["Проверить .env", "Добавить OPENAI_API_KEY", "Перезапустить dev-сервер"],
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tools: [],
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};
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}
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// Keep the dataset fresh so the "CRM filesystem" stays in sync with DB.
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await ensureDataset({ teamId: input.teamId, userId: input.userId });
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const toolsUsed: string[] = [];
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const dbWrites: Array<{ kind: string; detail: string }> = [];
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const CrmToolSchema = z.object({
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action: z.enum([
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"query_contacts",
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"query_deals",
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"query_events",
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"update_contact_note",
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"create_event",
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"create_message",
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"update_deal_stage",
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]),
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// queries
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query: z.string().optional(),
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stage: z.string().optional(),
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from: z.string().optional(),
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to: z.string().optional(),
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limit: z.number().int().optional(),
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// writes
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contact: z.string().optional(),
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content: z.string().optional(),
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title: z.string().optional(),
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start: z.string().optional(),
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end: z.string().optional(),
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note: z.string().optional(),
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status: z.string().optional(),
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channel: z.enum(["Telegram", "WhatsApp", "Instagram", "Phone", "Email"]).optional(),
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kind: z.enum(["message", "call"]).optional(),
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direction: z.enum(["in", "out"]).optional(),
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text: z.string().optional(),
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at: z.string().optional(),
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durationSec: z.number().int().optional(),
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transcript: z.array(z.string()).optional(),
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dealId: z.string().optional(),
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});
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const crmTool = tool(
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async (raw: z.infer<typeof CrmToolSchema>) => {
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toolsUsed.push(`crm:${raw.action}`);
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if (raw.action === "query_contacts") {
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const q = (raw.query ?? "").trim();
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const items = await prisma.contact.findMany({
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where: {
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teamId: input.teamId,
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...(q
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? {
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OR: [
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{ name: { contains: q } },
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{ company: { contains: q } },
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{ email: { contains: q } },
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{ phone: { contains: q } },
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],
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}
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: {}),
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},
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orderBy: { updatedAt: "desc" },
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take: Math.max(1, Math.min(raw.limit ?? 20, 100)),
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include: { note: { select: { content: true, updatedAt: true } } },
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});
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return JSON.stringify(
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items.map((c) => ({
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id: c.id,
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name: c.name,
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company: c.company,
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country: c.country,
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location: c.location,
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email: c.email,
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phone: c.phone,
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note: c.note?.content ?? null,
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})),
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null,
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2,
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);
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}
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if (raw.action === "query_deals") {
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const items = await prisma.deal.findMany({
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where: { teamId: input.teamId, ...(raw.stage ? { stage: raw.stage } : {}) },
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orderBy: { updatedAt: "desc" },
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take: Math.max(1, Math.min(raw.limit ?? 20, 100)),
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include: { contact: { select: { name: true, company: true } } },
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});
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return JSON.stringify(
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items.map((d) => ({
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id: d.id,
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title: d.title,
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stage: d.stage,
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amount: d.amount,
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nextStep: d.nextStep,
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summary: d.summary,
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contact: d.contact.name,
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company: d.contact.company,
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})),
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null,
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2,
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);
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}
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if (raw.action === "query_events") {
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const from = raw.from ? new Date(raw.from) : new Date(Date.now() - 30 * 24 * 60 * 60 * 1000);
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const to = raw.to ? new Date(raw.to) : new Date(Date.now() + 60 * 24 * 60 * 60 * 1000);
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const items = await prisma.calendarEvent.findMany({
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where: { teamId: input.teamId, startsAt: { gte: from, lte: to } },
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orderBy: { startsAt: "asc" },
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take: Math.max(1, Math.min(raw.limit ?? 100, 500)),
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include: { contact: { select: { name: true } } },
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});
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return JSON.stringify(
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items.map((e) => ({
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id: e.id,
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title: e.title,
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startsAt: e.startsAt.toISOString(),
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endsAt: (e.endsAt ?? e.startsAt).toISOString(),
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note: e.note,
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contact: e.contact?.name ?? null,
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})),
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null,
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2,
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);
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}
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if (raw.action === "update_contact_note") {
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const contactName = (raw.contact ?? "").trim();
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const content = (raw.content ?? "").trim();
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if (!contactName) throw new Error("contact is required");
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if (!content) throw new Error("content is required");
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const contact = await prisma.contact.findFirst({
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where: { teamId: input.teamId, name: contactName },
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select: { id: true },
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});
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if (!contact) throw new Error("contact not found");
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await prisma.contactNote.upsert({
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where: { contactId: contact.id },
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update: { content },
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create: { contactId: contact.id, content },
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});
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dbWrites.push({ kind: "contact_note", detail: `${contactName}: updated` });
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return JSON.stringify({ ok: true });
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}
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if (raw.action === "create_event") {
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const title = (raw.title ?? "").trim();
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const start = raw.start ? new Date(raw.start) : null;
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if (!title) throw new Error("title is required");
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if (!start || Number.isNaN(start.getTime())) throw new Error("start is invalid");
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const end = raw.end ? new Date(raw.end) : null;
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const contactName = (raw.contact ?? "").trim();
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const contact = contactName
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? await prisma.contact.findFirst({ where: { teamId: input.teamId, name: contactName }, select: { id: true } })
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: null;
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const created = await prisma.calendarEvent.create({
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data: {
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teamId: input.teamId,
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contactId: contact?.id ?? null,
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title,
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startsAt: start,
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endsAt: end && !Number.isNaN(end.getTime()) ? end : null,
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note: (raw.note ?? "").trim() || null,
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status: (raw.status ?? "").trim() || null,
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},
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});
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dbWrites.push({ kind: "calendar_event", detail: `created ${created.id}` });
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return JSON.stringify({ ok: true, id: created.id });
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}
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if (raw.action === "create_message") {
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const contactName = (raw.contact ?? "").trim();
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const text = (raw.text ?? "").trim();
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if (!contactName) throw new Error("contact is required");
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if (!text) throw new Error("text is required");
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const contact = await prisma.contact.findFirst({
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where: { teamId: input.teamId, name: contactName },
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select: { id: true },
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});
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if (!contact) throw new Error("contact not found");
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const occurredAt = raw.at ? new Date(raw.at) : new Date();
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if (Number.isNaN(occurredAt.getTime())) throw new Error("at is invalid");
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const created = await prisma.contactMessage.create({
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data: {
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contactId: contact.id,
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kind: raw.kind === "call" ? "CALL" : "MESSAGE",
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direction: raw.direction === "in" ? "IN" : "OUT",
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channel:
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raw.channel === "Telegram"
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? "TELEGRAM"
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: raw.channel === "WhatsApp"
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? "WHATSAPP"
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: raw.channel === "Instagram"
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? "INSTAGRAM"
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: raw.channel === "Email"
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? "EMAIL"
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: "PHONE",
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content: text,
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durationSec: typeof raw.durationSec === "number" ? raw.durationSec : null,
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transcriptJson: Array.isArray(raw.transcript) ? raw.transcript : null,
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occurredAt,
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},
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});
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dbWrites.push({ kind: "contact_message", detail: `created ${created.id}` });
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return JSON.stringify({ ok: true, id: created.id });
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}
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if (raw.action === "update_deal_stage") {
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const dealId = (raw.dealId ?? "").trim();
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const stage = (raw.stage ?? "").trim();
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if (!dealId) throw new Error("dealId is required");
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if (!stage) throw new Error("stage is required");
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const updated = await prisma.deal.updateMany({
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where: { id: dealId, teamId: input.teamId },
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data: { stage },
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});
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if (updated.count === 0) throw new Error("deal not found");
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dbWrites.push({ kind: "deal", detail: `updated stage for ${dealId}` });
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return JSON.stringify({ ok: true });
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}
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return JSON.stringify({ ok: false, error: "unknown action" });
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},
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{
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name: "crm",
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description:
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"Query and update CRM data (contacts, deals, events, communications). Use this tool for any data you need beyond the snapshot.",
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schema: CrmToolSchema,
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},
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);
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const snapshot = await buildCrmSnapshot({ teamId: input.teamId });
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const model = new ChatOpenAI({
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apiKey: process.env.OPENAI_API_KEY,
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model: process.env.OPENAI_MODEL || "gpt-4o-mini",
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temperature: 0.2,
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});
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const agent = createReactAgent({
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llm: model,
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tools: [crmTool],
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responseFormat: z.object({
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answer: z.string().describe("Final assistant answer for the user."),
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plan: z.array(z.string()).min(1).max(10).describe("Short plan (3-8 steps)."),
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}),
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});
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const system = [
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"You are Pilot, a CRM assistant.",
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"Rules:",
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"- Be concrete and concise.",
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"- If you need data beyond the snapshot, call the crm tool.",
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"- If user asks to change CRM, you may do it via the crm tool and then report what changed.",
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"- Do not claim you sent an external message; you can only create draft messages/events/notes in CRM.",
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"",
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"CRM Snapshot:",
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snapshot,
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].join("\n");
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const res: any = await agent.invoke(
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{
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messages: [
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{ role: "system", content: system },
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{ role: "user", content: input.userText },
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],
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},
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{ recursionLimit: 30 },
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);
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const structured = res?.structuredResponse as { answer?: string; plan?: string[] } | undefined;
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const text = structured?.answer?.trim() || "Готово.";
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const plan = Array.isArray(structured?.plan) ? structured!.plan : ["Собрать данные", "Сформировать ответ"];
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return { text, plan, tools: toolsUsed, dbWrites: dbWrites.length ? dbWrites : undefined };
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}
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Reference in New Issue
Block a user