Files
sales-trainer/backend/app/api/chat_routes.py
Macky 479d77757f fix(chat): map customer/seller roles for OpenAI-compat LLM; re-contact = mid-chat time-lapse
- llm.complete_conversation now maps internal roles (customer->assistant, seller->user,
  system->system) before the API call — fixes 'Unknown role: customer' (501).
- Re-contact personality: the customer now chats normally, at turn 2 goes quiet and a
  system time-lapse note is shown (' ผ่านไป 2-3 สัปดาห์...'), then re-engages warmer —
  instead of 'pretending you asked before' at start. Driven by persona.recontact trait.
All 9 backend suites pass. Rebuilt dist.
2026-08-09 11:25:50 +07:00

376 lines
16 KiB
Python

"""Chat/session API: start a one-shot session, send messages, finish + debrief."""
from __future__ import annotations
from flask import Blueprint, jsonify, request
from ..llm import LLMError
from ..services.simulator import Simulator
from .helpers import ApiError, current_user, require_auth, require_roles
chat_bp = Blueprint("chat", __name__)
def _stores():
from flask import current_app
return {
"groups": current_app.extensions["group_store"],
"sessions": current_app.extensions["session_store"],
"llm": current_app.extensions["llm"],
}
def _sim(group, persona):
llm = _stores()["llm"]
if not llm:
raise ApiError("LLM not configured", 500)
return Simulator(llm)
def _scenarios(locale: str = "th"):
"""Scenario presets, localized. Returns {id: {label, init, adapt}}."""
t = locale != "en"
return {
"social": {
"label": "Social Media" if not t else "Social Media (แชท)",
"init": "customer",
"preamble": "💬 Social messaging — the customer messaged you first." if not t else "💬 ช่องทางข้อความโซเชียล — ลูกค้าทักมาหาคุณก่อน (โทนสั้น ทักๆ)",
"adapt": (
"Chat style: short, casual, quick social-messaging replies. The customer opened."
if not t
else "ลูกค้าทักมาหาคุณก่อน — โทนสั้น ทักๆ ตามสไตล์แชทโซเชียล"
),
},
"f2f_call": {
"label": "Face-to-face / Phone" if not t else "พบหน้า / โทรศัพท์",
"init": "seller",
"preamble": "📞 Face-to-face / phone — you must proactively open with this lead." if not t else "📞 สถานการณ์ พบหน้าหรือโทรศัพท์ — คุณต้องเป็นฝ่ายเปิดการสนทนาเชิงรุกกับลีด",
"adapt": (
"Natural, conversational like a live face-to-face or phone sales talk. The seller opens."
if not t
else "คุณต้องเป็นฝ่ายเปิดการสนทนาเชิงรุกกับลีด (ผู้ฝึกทักก่อน) โทนเหมือนคุยสด"
),
},
}
def _scenario_config(scenario: str, persona: dict, locale: str = "th"):
cfg = _scenarios(locale).get(scenario, _scenarios(locale)["social"])
return cfg, cfg["init"]
def _build_abbrev_debrief(outcome: str, persona: dict, internal: dict, locale: str = "th") -> dict:
"""Build a lightweight debrief from the persona's own decision + per-turn signals."""
signals = internal.get("signals", [])
en = locale == "en"
turning_points = []
for sig in signals:
if sig.get("type") in ("annoy", "warm"):
turn = sig.get("turn", "?")
if sig.get("mood", 0) > 0:
turning_points.append(
f"Turn {turn}: customer warmed up" if en else f"รอบที่ {turn}: ลูกค้าเริ่มใจขึ้น"
)
else:
turning_points.append(
f"Turn {turn}: customer annoyed/hesitant" if en else f"รอบที่ {turn}: ลูกค้าเริ่มหงุดหงิด/ลังเล"
)
why = (
("Customer decided to buy (pain resolved + offer accepted)" if en else "ลูกค้าตัดสินใจซื้อ (แก้ปัญหาและยอมรับข้อเสนอแล้ว)")
if outcome == "won"
else (
"Customer decided not to buy — value not enough, or responses missed the need"
if en
else "ลูกค้าตัดสินใจไม่ซื้อ — ยังไม่เห็นคุณค่าพอ หรือการตอบไม่ตรงความต้องการ"
)
)
coaching = (
["Great job — the customer closed with you"] if en and outcome == "won"
else ["ทำได้ดีมาก — ลูกค้าปิดการขายกับคุณ"] if outcome == "won"
else (
turning_points + ["Ask deeper about the need", "Handle objections more directly"]
if en
else turning_points + ["ลองถามความต้องการให้ลึกกว่าเดิม", "รับมือข้อโต้แย้งให้ตรงจุด"]
)
)
return {
"outcome": outcome,
"score": 60 if outcome == "won" else 25,
"pain": (persona.get("pains") or [{}])[0].get("description", "") if persona.get("pains") else "",
"why": why,
"failurePoints": [] if outcome == "won" else (
["Failed to close the sale", "Customer walked away before deciding"]
if en else ["ปิดการขายไม่สำเร็จ", "ลูกค้าถอยก่อนตัดสินใจซื้อ"]
),
"coaching": coaching,
"turning_points": turning_points,
"signals": signals,
"revealed_persona": {
"pains": persona.get("pains", []),
"income": persona.get("income", ""),
"personality": persona.get("personality", ""),
"budget": persona.get("budget", ""),
"negotiation_levers": persona.get("negotiation_levers", []),
"opener": persona.get("opener", ""),
"background": persona.get("background", ""),
"tolerance": persona.get("tolerance", 3),
},
}
def _get_ready_group(s, gid: str) -> dict:
"""Org-scoped group access for trainees + require ready status (IDOR defense)."""
group = s["groups"].get_or_none(gid)
if not group or group.get("status") != "ready":
raise ApiError("group not ready", 404)
actor = current_user()
# super_admin can access any; otherwise owner (for personal groups) + same org.
owner = group.get("owner_user_id")
if actor.get("role") != "super_admin":
if owner and owner != actor["id"]:
raise ApiError("permission denied", 403)
if group.get("org_id") != actor.get("org_id"):
raise ApiError("permission denied", 403)
return group
@chat_bp.post("/<gid>/personas/<pid>/chat/start")
@require_auth
@require_roles("user")
def start_session(gid: str, pid: str):
s = _stores()
group = _get_ready_group(s, gid)
persona = s["groups"].get_persona(gid, pid)
if not persona:
raise ApiError("persona not found", 404)
actor = current_user()
# Scenario chosen by the trainee at chat start (not baked into the persona).
body = request.get_json(silent=True) or {}
scenario = (body.get("scenario") or "social").strip().lower()
if scenario not in ("social", "f2f_call"):
scenario = "social"
locale = (body.get("locale") or "th").strip().lower()
if locale not in ("en", "th"):
locale = "th"
scenario_meta, init_mode = _scenario_config(scenario, persona, locale)
# One-shot: reject if already finished this persona
try:
session = s["sessions"].create(
user_id=actor["id"], group_id=gid, persona_id=pid,
persona_name=persona.get("name", "?"),
persona_meta={
"tier": persona.get("tier"),
"initiation_mode": init_mode,
"channel": persona.get("channel"),
"scenario": scenario,
"locale": locale,
},
)
except ValueError as exc:
raise ApiError(str(exc), 400)
s["sessions"].update(
session["id"],
scenario=scenario,
locale=locale,
internal={**(session.get("internal") or {}), "turns": 0, "score": 50, "signals": []},
)
sim = _sim(group, persona)
# Seed messages: localized scenario preamble, then customer opener for customer-first scenarios.
seeded = list(session.get("messages", []))
if scenario_meta.get("preamble"):
seeded.append({"role": "system", "text": scenario_meta["preamble"]})
if init_mode == "customer":
opener = persona.get("opener") or "Hi, I saw your product and had a question."
seeded.append({"role": "customer", "text": opener})
s["sessions"].update(session["id"], messages=seeded)
sess = s["sessions"].get(session["id"])
return jsonify({
"session": sess,
"initiation_mode": init_mode,
"scenario": scenario,
"scenario_meta": scenario_meta,
})
@chat_bp.post("/<gid>/personas/<pid>/chat/send")
@require_auth
@require_roles("user")
def send_message(gid: str, pid: str):
s = _stores()
actor = current_user()
session = s["sessions"].active_for_persona(actor["id"], pid)
if not session or session.get("group_id") != gid:
raise ApiError("no active session for this persona", 404)
data = request.get_json(silent=True) or {}
text = (data.get("text") or "").strip()
if not text:
raise ApiError("message is empty")
if len(text) > 2000:
raise ApiError("message too long")
# Protect LLM cost: per-user chat-send window.
from ..services.rate_limit import check as ratelimit
actor_rl = current_user()
if not ratelimit("chat:user", actor_rl.get("id") or actor_rl.get("username") or "?", limit=30, window=60):
raise ApiError("slow down — too many messages", 429)
group = s["groups"].get_or_none(gid)
persona = s["groups"].get_persona(gid, pid) if group else None
if not group or not persona:
raise ApiError("session context missing", 404)
messages = list(session.get("messages", []))
messages.append({"role": "seller", "text": text})
scenario = session.get("scenario", "social") or "social"
slocale = session.get("locale", "th") or "th"
adapt = _scenarios(slocale).get(scenario, _scenarios(slocale)["social"]).get("adapt", "")
sim = _sim(group, persona)
try:
reply, meta = sim.persona_reply(
persona=persona,
sales_kit=group.get("sales_kit") or {},
messages=messages,
internal=session.get("internal", {}),
scenario=scenario,
scenario_adapt=adapt,
)
except LLMError as exc:
raise ApiError(f"LLM error: {exc}", 500)
messages.append({"role": "customer", "text": reply})
# Update internal state: track misses (poor answers) and mood trend.
internal = session.get("internal", {}) or {}
internal.setdefault("turns", 0)
internal["turns"] = internal.get("turns", 0) + 1
internal["signals"] = internal.get("signals", [])
try:
mood = int(meta.get("mood", 0))
except (TypeError, ValueError):
mood = 0
# A clearly annoyed customer is a "miss" against the seller.
if mood <= -1:
internal["misses"] = internal.get("misses", 0) + 1
internal["signals"].append({"turn": internal["turns"], "mood": mood, "type": "annoy"})
elif mood >= 1:
internal["signals"].append({"turn": internal["turns"], "mood": mood, "type": "warm"})
# Re-contact persona behavior: after enough info is exchanged (turn 2), the customer
# goes quiet, a time-lapse system note is shown, and the customer re-engages warmer.
if persona.get("recontact") and not internal.get("recontact_done") and internal["turns"] >= 2:
unit = "สัปดาห์" if slocale != "en" else "weeks"
sys_txt = (
f"⏳ ผ่านไป 2-3 {unit} ... ลูกค้าที่เคยสอบถามไปเงียบไประยะหนึ่ง ตอนนี้กลับมาติดต่ออีกครั้ง (พร้อมตัดสินใจมากขึ้น)"
if slocale != "en"
else "⏳ 2-3 weeks later ... the customer who asked earlier went quiet; now they re-contact, more ready to decide."
)
messages.append({"role": "system", "text": sys_txt})
internal["recontact_done"] = True
# Save the time-lapse note immediately so the UI shows it even if send ends here.
s["sessions"].update(session["id"], messages=messages, internal=internal)
# Decision by the persona ends the session (one-shot lock).
decision = meta.get("decision")
if decision in ("buy", "walk"):
outcome = "won" if decision == "buy" else "lost"
debrief = _build_abbrev_debrief(outcome, persona, internal, slocale)
s["sessions"].update(
session["id"],
status="finished",
outcome=outcome,
messages=messages,
internal=internal,
debrief=debrief,
)
return jsonify({
"reply": reply,
"messages": messages,
"finished": True,
"outcome": outcome,
"debrief": debrief,
"session": s["sessions"].get(session["id"]),
})
s["sessions"].update(session["id"], messages=messages, internal=internal)
return jsonify({"reply": reply, "messages": messages})
@chat_bp.post("/<gid>/personas/<pid>/chat/finish")
@require_auth
@require_roles("user")
def finish_session(gid: str, pid: str):
"""End the chat and produce the debrief via the judge-LLM (reveals latent fields)."""
s = _stores()
actor = current_user()
session = s["sessions"].active_for_persona(actor["id"], pid)
if not session or session.get("group_id") != gid:
raise ApiError("no active session for this persona", 404)
group = s["groups"].get_or_none(gid)
persona = s["groups"].get_persona(gid, pid)
sim = _sim(group, persona)
messages = session.get("messages", [])
try:
verdict = sim.judge(
persona=persona, messages=messages, internal=session.get("internal", {})
)
except LLMError as exc:
raise ApiError(f"LLM error: {exc}", 500)
outcome = "won" if verdict.get("outcome") == "won" else "lost"
debrief = {
**verdict,
"revealed_persona": {
"pains": persona.get("pains", []),
"income": persona.get("income", ""),
"personality": persona.get("personality", ""),
"budget": persona.get("budget", ""),
"negotiation_levers": persona.get("negotiation_levers", []),
"opener": persona.get("opener", ""),
"background": persona.get("background", ""),
},
}
s["sessions"].update(
session["id"],
status="finished",
outcome=outcome,
debrief=debrief,
internal=session.get("internal", {}),
)
return jsonify({"session": s["sessions"].get(session["id"]), "debrief": debrief})
@chat_bp.get("/sessions")
@require_auth
def my_sessions():
s = _stores()
uid = current_user()["id"]
sessions = s["sessions"].list_for_user(uid)
return jsonify({"sessions": sessions})
@chat_bp.get("/sessions/<sid>")
@require_auth
@require_roles("user")
def get_session(sid: str):
s = _stores()
session = s["sessions"].get_or_none(sid)
if not session or session.get("user_id") != current_user()["id"]:
raise ApiError("session not found", 404)
return jsonify({"session": session})
@chat_bp.get("/<gid>/personas/<pid>/chat/resume")
@require_auth
@require_roles("user")
def resume_session(gid: str, pid: str):
"""Resume an active (unfinished) session for this persona so the trainee can continue."""
s = _stores()
actor = current_user()
session = s["sessions"].active_for_persona(actor["id"], pid)
if not session or session.get("group_id") != gid:
raise ApiError("no active session for this persona", 404)
return jsonify({"session": session, "scenario": session.get("scenario", "social")})