feat: real ERPNext Healthcare integration + setup tooling

- Replace all mock tools with real ERPNext Healthcare operations
- ERPNextHealthcare class: patients, practitioners, appointments, schedules
- check_availability queries real practitioner schedules from ERPNext
- create_appointment finds/creates patient + validates conflicts + books in ERPNext
- Add /api/v1/config/test endpoint to validate all service connections
- Add scripts/validate_setup.py for CLI validation of Meta/OpenAI/ERPNext/DB
- Add scripts/seed_knowledge.py with full SKEEN catalog (services, products, packages, FAQ)
- Add tests for webhook, health, and WhatsApp client
- Update main.py to include config router
This commit is contained in:
root
2026-04-29 05:37:22 +00:00
parent d30b22b50c
commit 5740d94295
11 changed files with 1274 additions and 33 deletions

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#!/usr/bin/env python3
"""Seed the knowledge base with SKEEN catalog and FAQ.
Usage:
python scripts/seed_knowledge.py
"""
import asyncio
import sys
import os
sys.path.insert(0, os.path.dirname(os.path.dirname(os.path.abspath(__file__))))
from sqlalchemy.ext.asyncio import AsyncSession
from src.infrastructure.db import AsyncSessionLocal, init_db
from src.infrastructure.ai.rag import RAGStore, CREATE_KNOWLEDGE_TABLE_SQL
from src.infrastructure.ai.openai_client import get_openai_client
# SKEEN Catalog & FAQ Knowledge Base
SKEEN_KNOWLEDGE = [
# --- SERVICIOS ---
{
"content": (
"Consulta Dermatológica Primera Vez — Precio: $1,500 MXN. "
"Duración: 45 minutos. Incluye evaluación completa de piel, diagnóstico "
"personalizado y propuesta de tratamiento. Requerido para todos los pacientes "
"nuevos antes de cualquier procedimiento estético. Disponible con Dr. Ramos y Dr. Martínez."
),
"category": "servicio",
"source": "catalogo_servicios",
},
{
"content": (
"Consulta Dermatológica Subsecuente — Precio: $1,400 MXN. "
"Duración: 30 minutos. Seguimiento de tratamientos en curso, ajuste de recetas "
"y evaluación de resultados. Recomendada cada 4-6 semanas dependiendo del tratamiento."
),
"category": "servicio",
"source": "catalogo_servicios",
},
{
"content": (
"QUANTA EFELIDES (Láser Q-Switched) — Precio: $3,500 MXN por sesión. "
"Duración: 60 minutos. Tratamiento láser para manchas solares, lentigos solares "
"y lesiones pigmentadas. Requiere 3-5 sesiones. Contraindicado en pieles muy bronceadas. "
"Disponible solo en sucursal Rosarito con Dr. Ramos."
),
"category": "servicio",
"source": "catalogo_servicios",
},
{
"content": (
"Depilación Láser IPL Bikini Brasileño — Precio: $1,200 MXN por sesión. "
"Duración: 30 minutos. Tecnología IPL (Intense Pulsed Light) para reducción "
"permanente de vello. Paquete de 6 sesiones con 15% de descuento ($6,120 MXN). "
"Requiere evaluación previa. No apto para pieles fototipos V-VI."
),
"category": "servicio",
"source": "catalogo_servicios",
},
{
"content": (
"Toxina Botulínica DYSPORT — Precio: $2,800 MXN (área única: entrecejo, frente o patas de gallo). "
"Duración: 30 minutos. Efecto visible a los 3-5 días, duración de 4-6 meses. "
"Incluye valoración previa. Requiere firma de consentimiento informado. "
"Dr. Ramos y Dr. Martínez disponibles."
),
"category": "servicio",
"source": "catalogo_servicios",
},
{
"content": (
"Retiro de Verrugas (Crioterapia / Electrocauterio) — Precio: $800 MXN (hasta 5 lesiones). "
"Duración: 20-30 minutos. Método seguro y rápido para remover verrugas, "
"lentigos seborreicos y acrocordones. No requiere tiempo de recuperación significativo. "
"Si se requieren más de 5 lesiones, cotizar adicional."
),
"category": "servicio",
"source": "catalogo_servicios",
},
{
"content": (
"Ácido Hialurónico (Relleno Facial) — Precio desde $4,500 MXN por jeringa (1ml). "
"Duración: 45 minutos. Restauración de volumen en pómulos, surcos nasogenianos, "
"labios y mentón. Resultados inmediatos, duración 12-18 meses. Marca: Juvederm o Restylane. "
"Incluye anestesia tópica. Solo con cita previa."
),
"category": "servicio",
"source": "catalogo_servicios",
},
{
"content": (
"Hydrafacial Deluxe — Precio: $1,800 MXN. Duración: 60 minutos. Limpieza profunda, "
"exfoliación, extracción e hidratación en 3 pasos. Incluye serum antioxidante y péptidos. "
"Recomendado mensual para mantenimiento de piel. Sin tiempo de recuperación."
),
"category": "servicio",
"source": "catalogo_servicios",
},
# --- PRODUCTOS ---
{
"content": (
"Crema Hidratante SKEEN — Precio: $450 MXN. Presentación: 50ml. "
"Hidratante facial con ácido hialurónico y niacinamida. Para todo tipo de piel. "
"Uso diario mañana y noche. SKU: CH-001. Stock disponible."
),
"category": "producto",
"source": "catalogo_productos",
},
{
"content": (
"Serum Vitamina C SKEEN — Precio: $680 MXN. Presentación: 30ml. "
"Concentración 15% de vitamina C estabilizada + vitamina E + ácido ferúlico. "
"Antioxidante potente, unifica tono y reduce manchas. Uso matutino con protector solar. "
"SKU: SVC-002. Stock disponible."
),
"category": "producto",
"source": "catalogo_productos",
},
{
"content": (
"Protector Solar SPF 50 SKEEN — Precio: $520 MXN. Presentación: 60ml. "
"Filtro solar físico-químico, resistente al agua, no comedogénico. "
"Acabado mate, ideal para uso diario y post-procedimientos. SKU: PS50-003. Stock disponible."
),
"category": "producto",
"source": "catalogo_productos",
},
# --- PAQUETES ---
{
"content": (
"Paquete Depilación Láser IPL Completo — Precio: $18,000 MXN (12 sesiones). "
"Incluye: axilas, bikini brasileño y medias piernas. Ahorro de $3,600 vs. precio individual. "
"Vigencia: 18 meses desde primera sesión. No incluye consulta inicial (se cotiza separado)."
),
"category": "paquete",
"source": "catalogo_paquetes",
},
{
"content": (
"Paquete Rejuvenecimiento Facial — Precio: $12,500 MXN. Incluye: 3 Hydrafacial + "
"1 sesión de Toxina Botulínica (área única) + Kit de skincare básico (Crema + Serum + SPF). "
"Ahorro de $2,400. Vigencia: 12 meses. Ideal para mantenimiento antiedad."
),
"category": "paquete",
"source": "catalogo_paquetes",
},
# --- FAQ ---
{
"content": (
"¿Cómo agendo una cita? Puedes agendar respondiendo a este chat con la fecha y hora "
"que prefieras, o llamando al (664) 123-4567. También puedes visitarnos directamente. "
"Horario: Lunes a Sábado 9:00-18:00, Domingos 10:00-14:00."
),
"category": "faq",
"source": "faq_general",
},
{
"content": (
"¿Qué métodos de pago aceptan? Efectivo (MXN y USD), tarjetas de crédito/débito, "
"transferencias bancarias y pago con monedero electrónico SKEEN. "
"No aceptamos cheques. Pagos en USD aplican tipo de cambio del día."
),
"category": "faq",
"source": "faq_general",
},
{
"content": (
"¿Cuál es la política de cancelación? Debes cancelar o reagendar con mínimo 24 horas "
"de anticipación. Cancelaciones tardías o no-show pueden generar un cargo del 30% "
"del valor de la consulta/procedimiento. Puedes cancelar por WhatsApp o teléfono."
),
"category": "faq",
"source": "faq_general",
},
{
"content": (
"¿Dónde están ubicados? Sucursal Rosarito: Blvd. Benito Juárez #1234, Zona Centro. "
"Sucursal Tijuana: Av. Revolución #567, Zona Río. Ambas cuentan con estacionamiento. "
"WhatsApp: (664) 123-4567 (ambas sucursales comparten línea)."
),
"category": "faq",
"source": "faq_general",
},
{
"content": (
"¿Qué es el Monedero Electrónico SKEEN? Es un sistema de saldo a favor donde acumulas "
"dinero por compras y referidos. Puedes usarlo para pagar servicios, productos o paquetes. "
"Consulta tu saldo respondiendo 'saldo' en este chat o en recepción. No tiene fecha de vencimiento."
),
"category": "faq",
"source": "faq_general",
},
{
"content": (
"¿Los tratamientos son seguros durante el embarazo? NO realizamos procedimientos estéticos "
"invásivos durante el embarazo ni lactancia. Sí ofrecemos limpiezas faciales suaves e hidratación. "
"Siempre informa a tu médico antes de cualquier tratamiento dermatológico."
),
"category": "faq",
"source": "faq_general",
},
{
"content": (
"¿Necesito cita para comprar productos? No, puedes comprar productos SKEEN sin cita previa "
"en recepción de cualquier sucursal. También coordinamos envíos locales en Rosarito/Tijuana "
"con costo de envío desde $80 MXN."
),
"category": "faq",
"source": "faq_general",
},
]
async def seed_knowledge_base() -> None:
"""Populate the vector store with SKEEN knowledge."""
print("🌱 Seeding SKEEN Knowledge Base...")
# Ensure tables exist
async with AsyncSessionLocal() as session:
# Create table if not exists
from sqlalchemy import text
await session.execute(text(CREATE_KNOWLEDGE_TABLE_SQL))
await session.commit()
async with AsyncSessionLocal() as session:
rag = RAGStore(session)
# Clear existing catalog data to avoid duplicates
await rag.delete_by_source("catalogo_servicios")
await rag.delete_by_source("catalogo_productos")
await rag.delete_by_source("catalogo_paquetes")
await rag.delete_by_source("faq_general")
total = len(SKEEN_KNOWLEDGE)
for i, item in enumerate(SKEEN_KNOWLEDGE, 1):
doc_id = await rag.add_document(
content=item["content"],
category=item["category"],
source=item["source"],
)
print(f" [{i}/{total}] {item['category'].upper():12}{doc_id[:8]}...")
print(f"\n✅ Knowledge base seeded with {total} documents.")
async def verify_search() -> None:
"""Quick verification search."""
print("\n🔍 Running verification searches...")
async with AsyncSessionLocal() as session:
rag = RAGStore(session)
queries = [
"¿Cuánto cuesta la toxina botulínica?",
"Quiero agendar una depilación láser",
"¿Tienen protector solar?",
"Cómo cancelo una cita",
]
for q in queries:
results = await rag.search(q, top_k=2)
print(f"\n Q: {q}")
for r in results:
print(f" [{r['category']}] {r['content'][:100]}...")
async def main() -> None:
await seed_knowledge_base()
await verify_search()
if __name__ == "__main__":
asyncio.run(main())

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#!/usr/bin/env python3
"""Validation script for SKEEN CRM Agent setup.
Run this after filling in .env to verify all connections work.
"""
import asyncio
import sys
# Add project root to path
import os
sys.path.insert(0, os.path.dirname(os.path.dirname(os.path.abspath(__file__))))
from src.config import settings
from src.infrastructure.db import engine
from src.infrastructure.redis import get_redis
from src.infrastructure.whatsapp.client import get_whatsapp_client
from src.infrastructure.erpnext.client import get_erpnext_client
from src.infrastructure.ai.openai_client import get_openai_client
from src.infrastructure.ai.rag import RAGStore
from sqlalchemy import text
async def test_postgres() -> bool:
"""Test PostgreSQL connection."""
print("🐘 Testing PostgreSQL...")
try:
async with engine.connect() as conn:
result = await conn.execute(text("SELECT version()"))
version = result.scalar()
print(f" ✅ PostgreSQL connected: {version[:50]}...")
# Check pgvector
result = await conn.execute(text("SELECT * FROM pg_extension WHERE extname = 'vector'"))
if result.fetchone():
print(" ✅ pgvector extension installed")
else:
print(" ⚠️ pgvector extension NOT installed (run: CREATE EXTENSION vector)")
return True
except Exception as exc:
print(f" ❌ PostgreSQL failed: {exc}")
return False
async def test_redis() -> bool:
"""Test Redis connection."""
print("🔴 Testing Redis...")
try:
redis = await get_redis()
pong = await redis.ping()
if pong:
print(" ✅ Redis connected")
return True
return False
except Exception as exc:
print(f" ❌ Redis failed: {exc}")
return False
async def test_meta_whatsapp() -> bool:
"""Test Meta WhatsApp Business API."""
print("💬 Testing Meta WhatsApp API...")
if not settings.META_ACCESS_TOKEN.get_secret_value():
print(" ⚠️ META_ACCESS_TOKEN not set — skipping")
return False
try:
client = await get_whatsapp_client()
profile = await client.get_business_profile()
print(f" ✅ WhatsApp Business API connected")
print(f" 📱 Phone Number ID: {settings.META_PHONE_NUMBER_ID}")
return True
except Exception as exc:
print(f" ❌ WhatsApp API failed: {exc}")
return False
async def test_erpnext() -> bool:
"""Test ERPNext connection."""
print("🏥 Testing ERPNext...")
if not settings.ERPNEXT_BASE_URL:
print(" ⚠️ ERPNEXT_BASE_URL not set — skipping")
return False
try:
client = await get_erpnext_client()
# Try to get the current user as a lightweight check
from src.infrastructure.erpnext.healthcare import ERPNextHealthcare
hc = ERPNextHealthcare(client)
practitioners = await hc.get_practitioners()
print(f" ✅ ERPNext connected")
print(f" 👨‍⚕️ Practitioners found: {len(practitioners)}")
for p in practitioners[:3]:
print(f" - {p.get('practitioner_name')} ({p.get('department')})")
return True
except Exception as exc:
print(f" ❌ ERPNext failed: {exc}")
return False
async def test_openai() -> bool:
"""Test OpenAI API."""
print("🧠 Testing OpenAI...")
if not settings.OPENAI_API_KEY.get_secret_value():
print(" ⚠️ OPENAI_API_KEY not set — skipping")
return False
try:
client = await get_openai_client()
# Quick embedding test
embedding = await client.create_embedding("Hola SKEEN")
print(f" ✅ OpenAI connected")
print(f" 🤖 Model: {settings.OPENAI_MODEL}")
print(f" 📐 Embedding dimensions: {len(embedding)}")
return True
except Exception as exc:
print(f" ❌ OpenAI failed: {exc}")
return False
async def test_rag() -> bool:
"""Test RAG vector store."""
print("🔍 Testing RAG Vector Store...")
try:
from sqlalchemy.ext.asyncio import AsyncSession
from src.infrastructure.db import AsyncSessionLocal
async with AsyncSessionLocal() as session:
rag = RAGStore(session)
await rag.ensure_extension()
print(" ✅ RAG vector store ready")
return True
except Exception as exc:
print(f" ❌ RAG failed: {exc}")
return False
async def main() -> int:
"""Run all validation checks."""
print("=" * 60)
print("🔧 SKEEN CRM Agent - Setup Validation")
print("=" * 60)
print()
results = []
results.append(("PostgreSQL", await test_postgres()))
print()
results.append(("Redis", await test_redis()))
print()
results.append(("Meta WhatsApp", await test_meta_whatsapp()))
print()
results.append(("ERPNext", await test_erpnext()))
print()
results.append(("OpenAI", await test_openai()))
print()
results.append(("RAG Vector Store", await test_rag()))
print()
print("=" * 60)
print("📊 Summary")
print("=" * 60)
all_pass = True
for name, passed in results:
status = "✅ PASS" if passed else "❌ FAIL"
print(f" {status}{name}")
if not passed:
all_pass = False
print()
if all_pass:
print("🎉 All systems operational! Ready to receive WhatsApp messages.")
return 0
else:
print("⚠️ Some services are not configured. Check .env and services.")
return 1
if __name__ == "__main__":
exit_code = asyncio.run(main())
sys.exit(exit_code)

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"""Configuration and validation endpoints."""
from fastapi import APIRouter, HTTPException, status
from pydantic import BaseModel
from src.config import settings
from src.infrastructure.erpnext.client import get_erpnext_client
from src.infrastructure.whatsapp.client import get_whatsapp_client
router = APIRouter(prefix="/config", tags=["config"])
class ConnectionTestResponse(BaseModel):
service: str
connected: bool
details: dict | None = None
error: str | None = None
class FullConfigTestResponse(BaseModel):
results: list[ConnectionTestResponse]
all_connected: bool
@router.get("/test", response_model=FullConfigTestResponse)
async def test_all_connections() -> FullConfigTestResponse:
"""Test connectivity to all external services (Meta, OpenAI, ERPNext).
Useful during initial setup to verify credentials.
"""
results = []
all_ok = True
# Test Meta WhatsApp
try:
wa_client = await get_whatsapp_client()
profile = await wa_client.get_business_profile()
results.append(
ConnectionTestResponse(
service="meta_whatsapp",
connected=True,
details={"profile": profile},
)
)
except Exception as exc:
all_ok = False
results.append(
ConnectionTestResponse(
service="meta_whatsapp",
connected=False,
error=str(exc),
)
)
# Test ERPNext
try:
erp_client = await get_erpnext_client()
# Try to get list of users as a lightweight check
users = await erp_client.get_list("User", limit=1, fields=["name"])
results.append(
ConnectionTestResponse(
service="erpnext",
connected=True,
details={"user_count_sample": len(users)},
)
)
except Exception as exc:
all_ok = False
results.append(
ConnectionTestResponse(
service="erpnext",
connected=False,
error=str(exc),
)
)
# Test OpenAI (lightweight models list)
try:
from openai import AsyncOpenAI
client = AsyncOpenAI(api_key=settings.OPENAI_API_KEY.get_secret_value())
models = await client.models.list()
model_ids = [m.id for m in models.data if settings.OPENAI_MODEL in m.id]
results.append(
ConnectionTestResponse(
service="openai",
connected=True,
details={
"model_available": bool(model_ids),
"target_model": settings.OPENAI_MODEL,
},
)
)
except Exception as exc:
all_ok = False
results.append(
ConnectionTestResponse(
service="openai",
connected=False,
error=str(exc),
)
)
return FullConfigTestResponse(results=results, all_connected=all_ok)
@router.get("/env")
async def get_environment_summary() -> dict:
"""Return non-sensitive environment summary."""
return {
"app_name": settings.APP_NAME,
"environment": settings.APP_ENV,
"meta_api_version": settings.META_API_VERSION,
"meta_phone_number_id_configured": bool(settings.META_PHONE_NUMBER_ID),
"erpnext_base_url": settings.ERPNEXT_BASE_URL,
"erpnext_configured": bool(settings.ERPNEXT_API_KEY.get_secret_value()),
"openai_model": settings.OPENAI_MODEL,
"openai_configured": bool(settings.OPENAI_API_KEY.get_secret_value()),
"database_url_configured": bool(settings.DATABASE_URL),
"redis_url_configured": bool(settings.REDIS_URL),
}

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"""ERPNext Healthcare-specific integrations.
This module provides high-level operations for the ERPNext Healthcare module,
abstracting the Frappe REST API into clinic-specific workflows.
"""
from typing import Any
import structlog
from src.infrastructure.erpnext.client import ERPNextClient, get_erpnext_client
from src.core.exceptions import ERPNextError
logger = structlog.get_logger(__name__)
# ---------------------------------------------------------------------------
# ERPNext Healthcare Doctypes
# ---------------------------------------------------------------------------
DOCTYPE_PATIENT = "Patient"
DOCTYPE_PRACTITIONER = "Healthcare Practitioner"
DOCTYPE_APPOINTMENT = "Patient Appointment"
DOCTYPE_SERVICE_UNIT = "Healthcare Service Unit"
DOCTYPE_CLINICAL_PROCEDURE = "Clinical Procedure Template"
class ERPNextHealthcare:
"""High-level ERPNext Healthcare operations."""
def __init__(self, client: ERPNextClient | None = None) -> None:
self.client = client
async def _get_client(self) -> ERPNextClient:
if self.client is None:
self.client = await get_erpnext_client()
return self.client
# -----------------------------------------------------------------------
# Patients
# -----------------------------------------------------------------------
async def find_patient_by_phone(self, phone: str) -> dict[str, Any] | None:
"""Find a patient by mobile number."""
client = await self._get_client()
patients = await client.get_list(
DOCTYPE_PATIENT,
filters=[["mobile", "=", phone]],
fields=[
"name", "patient_name", "mobile", "phone", "sex",
"dob", "blood_group", "allergies", "medical_history",
],
limit=1,
)
return patients[0] if patients else None
async def create_patient(
self,
first_name: str,
mobile: str,
sex: str = "Female",
dob: str | None = None,
email: str | None = None,
) -> dict[str, Any]:
"""Create a new patient record."""
client = await self._get_client()
data = {
"doctype": DOCTYPE_PATIENT,
"first_name": first_name,
"mobile": mobile,
"sex": sex,
}
if dob:
data["dob"] = dob
if email:
data["email"] = email
result = await client.create_document(DOCTYPE_PATIENT, data)
logger.info("patient_created", patient_id=result.get("name"), name=first_name)
return result
# -----------------------------------------------------------------------
# Practitioners (Doctors)
# -----------------------------------------------------------------------
async def get_practitioners(
self,
department: str | None = None,
is_active: bool = True,
) -> list[dict[str, Any]]:
"""List healthcare practitioners (doctors)."""
client = await self._get_client()
filters: list[list[Any]] = []
if is_active:
filters.append(["status", "=", "Active"])
if department:
filters.append(["department", "=", department])
return await client.get_list(
DOCTYPE_PRACTITIONER,
filters=filters if filters else None,
fields=["name", "practitioner_name", "department", "status", "mobile_phone"],
limit=50,
)
async def get_practitioner_schedule(
self,
practitioner: str,
date: str,
) -> dict[str, Any]:
"""Get availability schedule for a practitioner on a specific date.
Uses the Frappe whitelisted method from ERPNext Healthcare.
"""
client = await self._get_client()
try:
result = await client.call_method(
"healthcare.healthcare.doctype.patient_appointment.patient_appointment.get_availability_data",
{
"practitioner": practitioner,
"date": date,
},
)
return result.get("message", {})
except ERPNextError:
# Fallback: query existing appointments and return inverse
return await self._fallback_availability(practitioner, date)
async def _fallback_availability(
self,
practitioner: str,
date: str,
) -> dict[str, Any]:
"""Fallback availability check by querying existing appointments."""
client = await self._get_client()
existing = await client.get_list(
DOCTYPE_APPOINTMENT,
filters=[
["practitioner", "=", practitioner],
["appointment_date", "=", date],
["status", "in", ["Scheduled", "Open"]],
],
fields=["appointment_time", "duration"],
limit=100,
)
# Standard clinic hours: 09:00 - 18:00, 30-min slots
slots = []
for hour in range(9, 18):
for minute in (0, 30):
time_str = f"{hour:02d}:{minute:02d}"
# Check if slot is taken
taken = any(
appt["appointment_time"] == time_str
for appt in existing
)
if not taken:
slots.append({
"from_time": time_str,
"available": True,
})
return {
"practitioner": practitioner,
"date": date,
"available_slots": slots,
"appointment_list": existing,
}
# -----------------------------------------------------------------------
# Appointments
# -----------------------------------------------------------------------
async def get_appointments(
self,
patient: str | None = None,
practitioner: str | None = None,
date: str | None = None,
status: str | None = None,
) -> list[dict[str, Any]]:
"""Query patient appointments."""
client = await self._get_client()
filters: list[list[Any]] = []
if patient:
filters.append(["patient", "=", patient])
if practitioner:
filters.append(["practitioner", "=", practitioner])
if date:
filters.append(["appointment_date", "=", date])
if status:
filters.append(["status", "=", status])
return await client.get_list(
DOCTYPE_APPOINTMENT,
filters=filters if filters else None,
fields=[
"name", "patient", "patient_name", "practitioner",
"appointment_date", "appointment_time", "duration",
"status", "department", "notes",
],
limit=50,
order_by="appointment_date desc, appointment_time desc",
)
async def create_appointment(
self,
patient: str,
practitioner: str,
appointment_date: str,
appointment_time: str,
duration: int = 30,
department: str = "Dermatología Estética",
notes: str = "",
service_unit: str | None = None,
) -> dict[str, Any]:
"""Create a patient appointment in ERPNext Healthcare.
Args:
patient: Patient ID (name field in ERPNext).
practitioner: Practitioner ID.
appointment_date: Date in YYYY-MM-DD format.
appointment_time: Time in HH:MM format.
duration: Duration in minutes.
department: Medical department.
notes: Additional notes.
service_unit: Healthcare Service Unit (consultation room).
Returns:
Created appointment document.
"""
client = await self._get_client()
# Validate patient exists
patient_doc = await client.get_document(DOCTYPE_PATIENT, patient)
if not patient_doc:
raise ERPNextError(f"Patient {patient} not found", status_code=404)
# Validate practitioner exists
practitioner_doc = await client.get_document(DOCTYPE_PRACTITIONER, practitioner)
if not practitioner_doc:
raise ERPNextError(f"Practitioner {practitioner} not found", status_code=404)
# Check for conflicts
conflicts = await client.get_list(
DOCTYPE_APPOINTMENT,
filters=[
["practitioner", "=", practitioner],
["appointment_date", "=", appointment_date],
["appointment_time", "=", appointment_time],
["status", "in", ["Scheduled", "Open"]],
],
fields=["name"],
limit=1,
)
if conflicts:
raise ERPNextError(
f"Time slot conflict: {practitioner} is not available at {appointment_time}",
status_code=409,
)
data = {
"doctype": DOCTYPE_APPOINTMENT,
"patient": patient,
"practitioner": practitioner,
"appointment_date": appointment_date,
"appointment_time": appointment_time,
"duration": duration,
"department": department,
"notes": notes,
"status": "Scheduled",
}
if service_unit:
data["service_unit"] = service_unit
result = await client.create_document(DOCTYPE_APPOINTMENT, data)
logger.info(
"appointment_created",
appointment_id=result.get("name"),
patient=patient,
practitioner=practitioner,
date=appointment_date,
time=appointment_time,
)
return result
async def cancel_appointment(self, appointment_id: str, reason: str = "") -> dict[str, Any]:
"""Cancel an existing appointment."""
client = await self._get_client()
result = await client.update_document(
DOCTYPE_APPOINTMENT,
appointment_id,
{"status": "Cancelled", "notes": f"Cancelled via WhatsApp. {reason}"},
)
logger.info("appointment_cancelled", appointment_id=appointment_id, reason=reason)
return result
# -----------------------------------------------------------------------
# Services / Procedures
# -----------------------------------------------------------------------
async def get_clinical_procedures(
self,
is_active: bool = True,
) -> list[dict[str, Any]]:
"""List available clinical procedures / services."""
client = await self._get_client()
filters: list[list[Any]] = []
if is_active:
filters.append(["is_active", "=", 1])
return await client.get_list(
DOCTYPE_CLINICAL_PROCEDURE,
filters=filters if filters else None,
fields=["name", "template", "item_code", "rate", "medical_department"],
limit=100,
)
# -----------------------------------------------------------------------
# Wallet / Custom fields (if implemented in ERPNext)
# -----------------------------------------------------------------------
async def get_patient_wallet(self, patient: str) -> dict[str, Any]:
"""Get patient wallet balance if custom doctype exists."""
client = await self._get_client()
try:
wallets = await client.get_list(
"Patient Wallet",
filters=[["patient", "=", patient]],
fields=["name", "balance", "points"],
limit=1,
)
if wallets:
return wallets[0]
return {"balance": 0.0, "points": 0, "note": "No wallet record"}
except ERPNextError:
return {"balance": 0.0, "points": 0, "note": "Wallet module not configured"}

View File

@@ -11,6 +11,7 @@ from fastapi.middleware.cors import CORSMiddleware
from fastapi.responses import JSONResponse
from prometheus_client import make_asgi_app
from src.api.v1.config import router as config_router
from src.api.v1.health import router as health_router
from src.api.v1.messages import router as messages_router
from src.api.v1.webhooks import router as webhooks_router
@@ -158,6 +159,7 @@ def create_app() -> FastAPI:
app.include_router(health_router, prefix="/api/v1")
app.include_router(webhooks_router, prefix="/api/v1")
app.include_router(messages_router, prefix="/api/v1")
app.include_router(config_router, prefix="/api/v1")
# Metrics endpoint (Prometheus)
if settings.ENABLE_METRICS:

View File

@@ -14,7 +14,7 @@ from src.core.constants import ConversationStatus, SKEEN_SYSTEM_PROMPT, WhatsApp
from src.infrastructure.ai.openai_client import get_openai_client
from src.infrastructure.ai.prompts import TOOLS
from src.infrastructure.ai.rag import RAGStore
from src.infrastructure.erpnext.client import get_erpnext_client
from src.infrastructure.erpnext.healthcare import ERPNextHealthcare
from src.infrastructure.whatsapp.client import get_whatsapp_client
from src.infrastructure.whatsapp.webhook import WhatsAppWebhookPayload
from src.domain.models.conversation import Conversation, Message
@@ -25,13 +25,18 @@ MAX_CONTEXT_MESSAGES = 10
class ToolExecutor:
"""Executes tool calls requested by the LLM."""
"""Executes tool calls requested by the LLM with REAL ERPNext integration."""
def __init__(self, session: AsyncSession) -> None:
self.session = session
self.rag = RAGStore(session)
self.erpnext = None # Lazy init
async def _get_erpnext(self) -> ERPNextHealthcare:
if self.erpnext is None:
self.erpnext = ERPNextHealthcare()
return self.erpnext
async def execute(self, tool_call: dict[str, Any]) -> dict[str, Any]:
"""Execute a single tool call and return result."""
name = tool_call["function"]["name"]
@@ -88,53 +93,167 @@ class ToolExecutor:
doctor = args.get("doctor")
service = args.get("service")
# TODO: Integrate with ERPNext Healthcare scheduling
# For now, return mock data structure
hc = await self._get_erpnext()
# Get all active practitioners
practitioners = await hc.get_practitioners(department="Dermatología Estética")
if not practitioners:
return {
"available": False,
"message": "No hay médicos disponibles en este momento. Intenta más tarde.",
}
# If doctor specified, filter
if doctor and doctor.lower() not in ("cualquiera", "cualquier", "indistinto"):
practitioners = [
p for p in practitioners
if doctor.lower() in p.get("practitioner_name", "").lower()
]
available_slots = []
for practitioner in practitioners:
try:
schedule = await hc.get_practitioner_schedule(
practitioner=practitioner["name"],
date=date,
)
slots = schedule.get("available_slots", [])
for slot in slots:
available_slots.append({
"time": slot.get("from_time"),
"doctor": practitioner.get("practitioner_name"),
"doctor_id": practitioner.get("name"),
})
except Exception as exc:
logger.warning(
"schedule_fetch_failed",
practitioner=practitioner.get("name"),
error=str(exc),
)
# Sort by time
available_slots.sort(key=lambda x: x["time"])
if not available_slots:
return {
"date": date,
"available": False,
"message": f"No hay disponibilidad para el {date}. Intenta con otra fecha.",
"service": service,
"branch": branch,
}
return {
"date": date,
"available_slots": [
{"time": "10:00", "doctor": "Dr. Ramos"},
{"time": "11:30", "doctor": "Dr. Martínez"},
{"time": "15:00", "doctor": "Dr. Ramos"},
],
"branch": branch or "Rosarito",
"available": True,
"slots": available_slots[:6], # Limit to 6 options
"service": service,
"note": "Esta es una respuesta simulada. Integrar con ERPNext Healthcare.",
"branch": branch,
"note": "Responde con la hora y doctor que prefieras para confirmar.",
}
async def _create_appointment(self, args: dict[str, Any]) -> dict[str, Any]:
# TODO: Integrate with ERPNext to create real appointments
return {
"status": "simulated",
"appointment_id": f"APT-{uuid.uuid4().hex[:8].upper()}",
"details": args,
"note": "Cita simulada. Integrar con ERPNext Patient Appointment.",
}
phone = args.get("patient_phone", "")
patient_name = args.get("patient_name", "")
date = args.get("date")
time = args.get("time")
service = args.get("service", "")
branch = args.get("branch", "Rosarito")
doctor_id = args.get("doctor", "")
notes = args.get("notes", f"Agendado vía WhatsApp. Servicio: {service}. Sucursal: {branch}.")
hc = await self._get_erpnext()
# Find or create patient
patient = await hc.find_patient_by_phone(phone)
if patient:
patient_id = patient["name"]
logger.info("existing_patient_found", patient_id=patient_id, name=patient.get("patient_name"))
else:
# Create new patient
try:
new_patient = await hc.create_patient(
first_name=patient_name or "Paciente WhatsApp",
mobile=phone,
)
patient_id = new_patient["name"]
logger.info("new_patient_created", patient_id=patient_id, phone=phone)
except Exception as exc:
logger.error("failed_to_create_patient", error=str(exc))
return {
"status": "error",
"message": "No pude registrar al paciente en el sistema. Por favor contacta a recepción.",
}
# Create appointment
try:
appointment = await hc.create_appointment(
patient=patient_id,
practitioner=doctor_id,
appointment_date=date,
appointment_time=time,
notes=notes,
)
return {
"status": "confirmed",
"appointment_id": appointment.get("name"),
"patient_id": patient_id,
"date": date,
"time": time,
"doctor": doctor_id,
"message": "Cita confirmada exitosamente.",
}
except Exception as exc:
logger.error("failed_to_create_appointment", error=str(exc))
return {
"status": "error",
"message": f"No pude confirmar la cita: {str(exc)}. Por favor llama a recepción.",
}
async def _get_patient_info(self, args: dict[str, Any]) -> dict[str, Any]:
phone = args.get("phone", "")
erpnext = await get_erpnext_client()
patient = await erpnext.find_patient_by_phone(phone)
hc = await self._get_erpnext()
patient = await hc.find_patient_by_phone(phone)
if not patient:
return {"found": False, "message": "No se encontró paciente con ese número."}
return {"found": False, "message": "No se encontró paciente con ese número. ¿Deseas registrarte?"}
appointments = await hc.get_appointments(patient=patient.get("name"))
wallet = await hc.get_patient_wallet(patient.get("name"))
appointments = await erpnext.get_appointments(patient=patient.get("name"))
return {
"found": True,
"name": patient.get("patient_name"),
"sex": patient.get("sex"),
"blood_group": patient.get("blood_group"),
"total_appointments": len(appointments),
"last_appointments": appointments[:3],
"last_appointments": [
{
"date": a.get("appointment_date"),
"time": a.get("appointment_time"),
"status": a.get("status"),
"doctor": a.get("practitioner"),
}
for a in appointments[:3]
],
"wallet_balance": wallet.get("balance", 0),
"wallet_points": wallet.get("points", 0),
}
async def _get_wallet_balance(self, args: dict[str, Any]) -> dict[str, Any]:
# TODO: Integrate with ERPNext custom Wallet doctype
phone = args.get("phone", "")
hc = await self._get_erpnext()
patient = await hc.find_patient_by_phone(phone)
if not patient:
return {"found": False, "message": "No se encontró paciente con ese número."}
wallet = await hc.get_patient_wallet(patient["name"])
return {
"balance_mxn": 0.0,
"points": 0,
"note": "Monedero no implementado en ERPNext aún.",
"found": True,
"patient": patient.get("patient_name"),
"balance_mxn": wallet.get("balance", 0),
"points": wallet.get("points", 0),
}
async def _escalate_to_human(self, args: dict[str, Any]) -> dict[str, Any]:
@@ -142,7 +261,7 @@ class ToolExecutor:
return {
"escalated": True,
"reason": reason,
"message": "Un agente humano de SKEEN se pondrá en contacto contigo pronto. ⏳",
"message": "Un agente humano de SKEEN se pondrá en contacto contigo en breve. ⏳",
}
@@ -183,9 +302,6 @@ async def get_conversation_history(
limit: int = MAX_CONTEXT_MESSAGES,
) -> list[dict[str, str]]:
"""Get recent messages formatted for OpenAI context."""
from sqlalchemy import select
from src.domain.models.conversation import Message
result = await db.execute(
select(Message)
.where(Message.conversation_id == conversation_id)
@@ -238,8 +354,8 @@ async def process_incoming_message(
# Try to find patient in ERPNext for personalization
patient_name = None
try:
erpnext = await get_erpnext_client()
patient = await erpnext.find_patient_by_phone(phone)
hc = ERPNextHealthcare()
patient = await hc.find_patient_by_phone(phone)
if patient:
patient_name = patient.get("patient_name")
conversation.patient_id = patient.get("name")

0
tests/__init__.py Normal file
View File

24
tests/test_health.py Normal file
View File

@@ -0,0 +1,24 @@
"""Tests for health check endpoints."""
from fastapi.testclient import TestClient
from src.main import create_app
class TestHealth:
def test_health_check(self):
app = create_app()
client = TestClient(app)
response = client.get("/health")
assert response.status_code == 200
data = response.json()
assert data["status"] == "healthy"
assert "timestamp" in data
def test_ready_check(self):
app = create_app()
client = TestClient(app)
response = client.get("/ready")
assert response.status_code == 200
data = response.json()
assert "database" in data

124
tests/test_webhook.py Normal file
View File

@@ -0,0 +1,124 @@
"""Tests for WhatsApp webhook endpoints."""
import pytest
from fastapi.testclient import TestClient
from src.main import create_app
@pytest.fixture
def client():
"""Create test client."""
app = create_app()
return TestClient(app)
class TestWebhookVerification:
"""Test GET /webhooks/whatsapp verification endpoint."""
def test_verify_subscription_success(self, client, monkeypatch):
"""Successful webhook verification returns challenge."""
monkeypatch.setenv("META_WEBHOOK_VERIFY_TOKEN", "test-token")
response = client.get(
"/api/v1/webhooks/whatsapp",
params={
"hub.mode": "subscribe",
"hub.verify_token": "test-token",
"hub.challenge": "123456789",
},
)
assert response.status_code == 200
assert response.text == "123456789"
def test_verify_subscription_invalid_token(self, client, monkeypatch):
"""Invalid token returns 403."""
monkeypatch.setenv("META_WEBHOOK_VERIFY_TOKEN", "test-token")
response = client.get(
"/api/v1/webhooks/whatsapp",
params={
"hub.mode": "subscribe",
"hub.verify_token": "wrong-token",
"hub.challenge": "123456789",
},
)
assert response.status_code == 403
class TestWebhookReceive:
"""Test POST /webhooks/whatsapp message reception."""
def test_receive_text_message(self, client):
"""Process incoming text message."""
payload = {
"object": "whatsapp_business_account",
"entry": [{
"id": "WHATSAPP_BUSINESS_ACCOUNT_ID",
"changes": [{
"value": {
"messaging_product": "whatsapp",
"metadata": {
"display_phone_number": "16505551111",
"phone_number_id": "123456789",
},
"contacts": [{
"profile": {"name": "Test User"},
"wa_id": "5216641234567",
}],
"messages": [{
"from": "5216641234567",
"id": "wamid.TEST123",
"timestamp": "1234567890",
"text": {"body": "Hola, quiero agendar una cita"},
"type": "text",
}],
},
"field": "messages",
}],
}],
}
response = client.post("/api/v1/webhooks/whatsapp", json=payload)
# In development, it processes synchronously
assert response.status_code == 200
data = response.json()
assert data["status"] in ("processed", "no_messages")
def test_receive_status_update(self, client):
"""Acknowledge status update without processing."""
payload = {
"object": "whatsapp_business_account",
"entry": [{
"id": "WHATSAPP_BUSINESS_ACCOUNT_ID",
"changes": [{
"value": {
"messaging_product": "whatsapp",
"metadata": {
"display_phone_number": "16505551111",
"phone_number_id": "123456789",
},
"statuses": [{
"id": "wamid.TEST123",
"status": "delivered",
"timestamp": "1234567890",
"recipient_id": "5216641234567",
}],
},
"field": "messages",
}],
}],
}
response = client.post("/api/v1/webhooks/whatsapp", json=payload)
assert response.status_code == 200
data = response.json()
assert data["status"] == "acknowledged"
def test_invalid_payload(self, client):
"""Invalid payload should be ignored gracefully."""
payload = {"object": "not_whatsapp"}
response = client.post("/api/v1/webhooks/whatsapp", json=payload)
assert response.status_code == 200
assert response.json()["status"] == "ignored"

View File

@@ -0,0 +1,61 @@
"""Tests for WhatsApp API client."""
import pytest
import respx
from httpx import Response
from src.infrastructure.whatsapp.client import WhatsAppClient
class TestWhatsAppClient:
"""Test Meta WhatsApp Business API client."""
@pytest.fixture
def client(self):
return WhatsAppClient()
@respx.mock
async def test_send_text_message(self, client):
"""Successfully send text message."""
route = respx.post(
"https://graph.facebook.com/v18.0/123456789012345/messages"
).mock(return_value=Response(200, json={
"messages": [{"id": "wamid.sent123"}],
"contacts": [{"wa_id": "5216641234567"}],
}))
result = await client.send_text_message("5216641234567", "Hola SKEEN")
assert result["messages"][0]["id"] == "wamid.sent123"
assert route.called
@respx.mock
async def test_send_text_message_too_long(self, client):
"""Truncate text over 4096 chars."""
respx.post(
"https://graph.facebook.com/v18.0/123456789012345/messages"
).mock(return_value=Response(200, json={"messages": [{"id": "x"}]}))
long_text = "A" * 5000
await client.send_text_message("5216641234567", long_text)
# Should not raise
@respx.mock
async def test_mark_as_read(self, client):
"""Mark message as read."""
route = respx.post(
"https://graph.facebook.com/v18.0/123456789012345/messages"
).mock(return_value=Response(200, json={"success": True}))
result = await client.mark_as_read("wamid.test123")
assert result["success"] is True
assert route.called
async def test_button_limit(self, client):
"""More than 3 buttons raises ValueError."""
with pytest.raises(ValueError, match="Maximum 3 buttons"):
await client.send_interactive_buttons(
"5216641234567",
"Choose:",
[{"id": "1", "title": "A"}, {"id": "2", "title": "B"},
{"id": "3", "title": "C"}, {"id": "4", "title": "D"}],
)