Add Ask Mento, customer mood, and Pipecat speech-to-text.
Ship assistant answers, contact moods, voice dictation, and the related CRM UI so these can be deployed to production. Co-authored-by: Cursor <cursoragent@cursor.com>
This commit is contained in:
Cursor
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import { Injectable, NotFoundException } from '@nestjs/common';
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import type {
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AskMentoResponse,
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AskMentoSourceDto,
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PersonAiSummaryDto,
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} from '@mento/shared';
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import { PrismaService } from '../prisma/prisma.service';
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import {
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type Actor,
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assigneeWhere,
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noteAccessWhere,
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ownerWhere,
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} from '../common/record-scope';
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import { AiService } from './ai.service';
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type CatalogItem = AskMentoSourceDto;
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function clip(value: string | null | undefined, max = 280) {
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const text = (value ?? '').replace(/\s+/g, ' ').trim();
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if (!text) return '';
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return text.length > max ? `${text.slice(0, max)}…` : text;
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}
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@Injectable()
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export class AiAskService {
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constructor(
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private readonly prisma: PrismaService,
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private readonly ai: AiService,
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) {}
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async ask(
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actor: Actor,
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question: string,
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personId?: string,
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): Promise<AskMentoResponse> {
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const { context, catalog } = await this.buildContext(actor, personId);
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const raw = await this.ai.completeJson<{
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answer?: string;
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sources?: Array<{ type?: string; id?: string; label?: string }>;
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}>(
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`You are Mento, a Persian CRM sales assistant.
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Answer ONLY from the CRM context. If the context is insufficient, say so in Persian.
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Do not invent customers, amounts, dates, or promises.
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Return JSON: { "answer": string, "sources": [{ "type": "person"|"note"|"activity"|"deal"|"memory", "id": string, "label": string }] }
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Use at most 4 sources, and only ids that appear in the context.
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Write the answer in Persian, concise, with dates when present.`,
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`Question:\n${question.trim()}\n\nCRM context:\n${context}`,
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);
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const allowed = new Map(catalog.map((item) => [item.id, item]));
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const sources = (Array.isArray(raw.sources) ? raw.sources : [])
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.map((item) => allowed.get(String(item?.id ?? '')))
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.filter((item): item is CatalogItem => Boolean(item))
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.slice(0, 4);
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const answer = String(raw.answer ?? '').trim().slice(0, 2000);
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return {
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answer: answer || 'با اطلاعات فعلی پرونده چیزی برای پاسخ پیدا نشد.',
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sources,
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};
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}
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async summarizePerson(actor: Actor, personId: string): Promise<PersonAiSummaryDto> {
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const { context } = await this.buildContext(actor, personId);
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const raw = await this.ai.completeJson<{
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text?: string;
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cta?: string;
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ctaKind?: string;
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}>(
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`You write a short live briefing for a CRM customer card in Persian.
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Return JSON: { "text": string, "cta": string, "ctaKind": "call"|"activity" }
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Rules:
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- 2 to 4 short sentences from the context only.
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- Mention durable memory, last contact, open deals, or next follow-up when present.
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- cta is one concrete next step, starting with «پیشنهاد منتو:».
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- ctaKind is "call" if a phone follow-up is best, otherwise "activity".
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- Do not invent facts.`,
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`Customer briefing context:\n${context}`,
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);
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const text = String(raw.text ?? '').trim().slice(0, 700);
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const cta = String(raw.cta ?? '').trim().slice(0, 120);
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const ctaKind = raw.ctaKind === 'activity' ? 'activity' : 'call';
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return {
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text: text || 'هنوز دادهٔ کافی برای خلاصه هوشمند این مشتری نیست.',
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cta: cta || 'پیشنهاد منتو: امروز با مشتری تماس بگیر',
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ctaKind,
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};
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}
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private async buildContext(actor: Actor, personId?: string) {
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if (personId) {
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const person = await this.prisma.person.findFirst({
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where: {
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id: personId,
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organizationId: actor.organizationId,
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...ownerWhere(actor),
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},
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include: { company: { select: { name: true } } },
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});
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if (!person) throw new NotFoundException('شخص پیدا نشد');
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}
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const [notes, activities, deals, memories] = await Promise.all([
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this.prisma.note.findMany({
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where: {
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organizationId: actor.organizationId,
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...noteAccessWhere(actor),
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...(personId ? { personId } : {}),
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},
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select: {
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id: true,
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title: true,
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body: true,
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createdAt: true,
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person: { select: { firstName: true, lastName: true } },
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},
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orderBy: { createdAt: 'desc' },
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take: personId ? 15 : 8,
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}),
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this.prisma.activity.findMany({
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where: {
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organizationId: actor.organizationId,
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...assigneeWhere(actor),
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...(personId ? { personId } : {}),
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},
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select: {
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id: true,
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type: true,
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status: true,
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title: true,
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description: true,
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dueAt: true,
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person: { select: { firstName: true, lastName: true } },
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},
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orderBy: { updatedAt: 'desc' },
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take: personId ? 15 : 10,
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}),
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this.prisma.deal.findMany({
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where: {
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organizationId: actor.organizationId,
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...ownerWhere(actor),
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...(personId ? { personId } : { status: 'open' }),
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},
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select: {
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id: true,
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title: true,
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amount: true,
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currency: true,
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status: true,
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isStale: true,
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isRotten: true,
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person: { select: { firstName: true, lastName: true } },
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stage: { select: { name: true } },
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},
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orderBy: { updatedAt: 'desc' },
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take: 10,
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}),
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personId
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? this.prisma.memoryItem.findMany({
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where: { organizationId: actor.organizationId, personId },
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select: { id: true, content: true, updatedAt: true },
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orderBy: { updatedAt: 'desc' },
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take: 8,
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})
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: Promise.resolve([]),
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]);
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const catalog: CatalogItem[] = [];
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const lines: string[] = [
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`Today: ${new Date().toISOString()}`,
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personId ? `Focus personId: ${personId}` : 'Scope: current user records',
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];
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if (personId) {
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const person = await this.prisma.person.findFirst({
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where: { id: personId, organizationId: actor.organizationId },
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include: { company: { select: { name: true } } },
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});
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if (person) {
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catalog.push({
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type: 'person',
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id: person.id,
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label: `${person.firstName} ${person.lastName}`.trim(),
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});
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lines.push(
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`Person: ${person.firstName} ${person.lastName} | position: ${person.position ?? '—'} | company: ${person.company?.name ?? '—'} | mood: ${person.mood} | phone: ${person.mobile || person.phone || '—'} | email: ${person.email ?? '—'}`,
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);
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}
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}
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for (const item of memories) {
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catalog.push({ type: 'memory', id: item.id, label: clip(item.content, 60) });
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lines.push(`Memory ${item.id}: ${clip(item.content, 220)}`);
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}
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for (const note of notes) {
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const who = note.person
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? `${note.person.firstName} ${note.person.lastName}`
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: '';
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catalog.push({
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type: 'note',
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id: note.id,
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label: clip(note.title || note.body, 60),
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});
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lines.push(
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`Note ${note.id} (${note.createdAt.toISOString()})${who ? ` [${who}]` : ''}: ${clip(note.title ? `${note.title} — ${note.body}` : note.body)}`,
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);
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}
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for (const activity of activities) {
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const who = activity.person
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? `${activity.person.firstName} ${activity.person.lastName}`
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: '';
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catalog.push({ type: 'activity', id: activity.id, label: activity.title });
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lines.push(
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`Activity ${activity.id} type=${activity.type} status=${activity.status} due=${activity.dueAt?.toISOString() ?? '—'} title=${activity.title}${who ? ` person=${who}` : ''}${activity.description ? ` | ${clip(activity.description, 160)}` : ''}`,
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);
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}
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for (const deal of deals) {
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const who = deal.person
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? `${deal.person.firstName} ${deal.person.lastName}`
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: '';
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catalog.push({ type: 'deal', id: deal.id, label: deal.title });
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const flags = [
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deal.isStale ? 'stale' : null,
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deal.isRotten ? 'rotten' : null,
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]
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.filter(Boolean)
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.join(',');
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lines.push(
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`Deal ${deal.id} ${deal.title} status=${deal.status} stage=${deal.stage.name} amount=${deal.amount != null ? String(deal.amount) : '—'} ${deal.currency}${flags ? ` flags=${flags}` : ''}${who ? ` person=${who}` : ''}`,
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);
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}
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return { context: lines.join('\n').slice(0, 12000), catalog };
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}
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}
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