chore: CRM-NEW baseline

2026-10-23 10:35:28 +08:00
commit aa499f6dbf
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+#!/usr/bin/env node
+'use strict';
+
+/**
+ * 建默认配置：Support 团队（可选）、AI Assistant、Live chat Inbox、Automation 规则。
+ * 幂等：按名称复用已有对象。
+ */
+const fs = require('fs');
+const path = require('path');
+
+const ROOT = path.resolve(__dirname, '..');
+const NAME = {
+  inbox: 'Website',
+  assistant: 'Yehwang Assistant',
+  rule: 'Assign new conversations to AI Assistant',
+};
+
+function loadEnv(file) {
+  const out = {};
+  for (const line of fs.readFileSync(file, 'utf8').split('\n')) {
+    const t = line.trim();
+    if (!t || t.startsWith('#')) continue;
+    const eq = t.indexOf('=');
+    if (eq < 0) continue;
+    let v = t.slice(eq + 1).trim();
+    if ((v.startsWith('"') && v.endsWith('"')) || (v.startsWith("'") && v.endsWith("'"))) v = v.slice(1, -1);
+    out[t.slice(0, eq).trim()] = v;
+  }
+  return out;
+}
+
+function createClient(baseURL) {
+  const cookies = new Map();
+  let csrf = '';
+  const cookieHeader = () => [...cookies.entries()].map(([k, v]) => `${k}=${v}`).join('; ');
+  function store(res) {
+    const list = typeof res.headers.getSetCookie === 'function' ? res.headers.getSetCookie() : [res.headers.get('set-cookie')].filter(Boolean);
+    for (const c of list) {
+      const [pair] = c.split(';');
+      const eq = pair.indexOf('=');
+      if (eq > 0) {
+        const k = pair.slice(0, eq).trim();
+        const v = pair.slice(eq + 1).trim();
+        cookies.set(k, v);
+        if (k === 'csrf_token') csrf = v;
+      }
+    }
+  }
+  async function req(method, p, body) {
+    const headers = { Accept: 'application/json' };
+    if (cookies.size) headers.Cookie = cookieHeader();
+    if (body !== undefined && !(body instanceof FormData)) headers['Content-Type'] = 'application/json';
+    if (csrf && method !== 'GET') headers['X-CSRFTOKEN'] = csrf;
+    const res = await fetch(baseURL + p, {
+      method,
+      headers,
+      body: body === undefined ? undefined : (body instanceof FormData ? body : JSON.stringify(body)),
+    });
+    store(res);
+    const text = await res.text();
+    let json = null;
+    try { json = text ? JSON.parse(text) : null; } catch { /* ignore */ }
+    if (!res.ok) throw new Error(`${method} ${p} -> HTTP ${res.status}: ${(json && json.message) || text.slice(0, 400)}`);
+    return json;
+  }
+  return {
+    get: (p) => req('GET', p),
+    post: (p, b) => req('POST', p, b),
+    put: (p, b) => req('PUT', p, b),
+  };
+}
+
+const data = (j) => (j && j.data !== undefined ? j.data : j);
+
+const INSTRUCTIONS = `You are the Yehwang B2B customer assistant for stainless-steel jewelry wholesale.
+- Always reply in the customer's language.
+- For policy / FAQ questions, search the knowledge base first and answer from it.
+- For product questions, call search_products. Never invent catalog items, prices or stock.
+- For order questions, call search_orders. If it returns verification_required, ask the customer
+  to verify their email with the one-time code, then retry the tool.
+- For stock / pre-order questions, call search_inventory with the SKU digits.
+- When you know company + contact name + product/need, call create_opportunity once.
+- If you cannot help, or the customer asks for a human, hand off to a human agent.
+- Never reveal another customer's data.`;
+
+const GUARDRAILS = `Never invent prices, discounts, stock or delivery dates.
+Never share another customer's order or personal data.
+Never create an opportunity before the contact is verified.`;
+
+async function main() {
+  const env = loadEnv(path.join(ROOT, '.env'));
+  const base = (env.LIBREDESK_BASE_URL || 'http://192.168.31.61:9000').replace(/\/+$/, '');
+  const c = createClient(base);
+  await c.post('/api/v1/auth/login', { email: env.LIBREDESK_SYSTEM_EMAIL || 'System', password: env.LIBREDESK_SYSTEM_USER_PASSWORD });
+  console.log('登录成功');
+
+  // 1. Assistant
+  const assistants = data(await c.get('/api/v1/ai/assistants')) || [];
+  let assistant = assistants.find((a) => a.name === NAME.assistant);
+  const tools = data(await c.get('/api/v1/ai/tools')) || [];
+  const toolIds = tools.map((t) => t.id);
+  if (!assistant) {
+    const payload = {
+      name: NAME.assistant,
+      description: 'Yehwang sales & service assistant',
+      instructions: INSTRUCTIONS,
+      guardrails: GUARDRAILS,
+      expectation: 'You are chatting with our AI assistant. I can help with products, orders and policies — and connect you to a human when needed.',
+      tone: 'friendly',
+      response_length: 'balanced',
+      max_turns: 8,
+      fallback_team_id: null,
+      citations_enabled: true,
+      handoff_enabled: true,
+      languages: [],
+      enabled: true,
+      tool_ids: toolIds,
+    };
+    const form = new FormData();
+    form.append('data', JSON.stringify(payload));
+    assistant = data(await c.post('/api/v1/ai/assistants', form));
+    console.log(`创建 Assistant #${assistant.id} (user_id=${assistant.user_id}, tools=${toolIds.join(',')})`);
+  } else {
+    console.log(`复用 Assistant #${assistant.id} (user_id=${assistant.user_id})`);
+  }
+
+  // 2. Live chat inbox
+  const inboxPayload = {
+    name: NAME.inbox,
+    channel: 'livechat',
+    enabled: true,
+    csat_enabled: true,
+    prompt_tags_on_reply: false,
+    reopen_window_hours: 0,
+    // 保留 widget JWT 签名用的 secret（更新时服务端会用请求值覆盖）
+    ...(env.LIBREDESK_INBOX_SECRET ? { secret: env.LIBREDESK_INBOX_SECRET } : {}),
+    config: {
+        brand_name: 'Yehwang',
+        website_url: 'https://www.yehwang.com',
+        language: 'en-US',
+        fallback_language: 'en-US',
+        theme: 'light',
+        show_powered_by: false,
+        direct_to_conversation: true,
+        campaign_cooldown: '24h',
+        session_duration: '4320h',
+        launcher: { position: 'right', icon_scale: 100, spacing: { side: 24, bottom: 24 } },
+        greeting_message: 'Hi! How can we help you today?',
+        chat_introduction: 'Ask about products, orders, shipping or returns.',
+        trusted_domains: ['192.168.31.61:8088', 'localhost:8088', '127.0.0.1:8088', '192.168.31.61', 'localhost', '127.0.0.1', 'www.yehwang.com', 'yehwang.com'],
+        help: { help_center_id: 0 },
+        users: { allow_start_conversation: true, prevent_multiple_conversations: false },
+        visitors: { allow_start_conversation: true, prevent_multiple_conversations: false },
+        branding: {
+          light: {
+            colors: { primary: '#1f6feb' },
+            logo_url: '',
+            launcher: { logo_url: '', color: '#1f6feb' },
+            home_screen: { header_text_color: 'black', background: { type: 'solid', color: '#ffffff' }, fade_background: false },
+          },
+          dark: {
+            colors: { primary: '#1f6feb' },
+            logo_url: '',
+            launcher: { logo_url: '', color: '#1f6feb' },
+            home_screen: { header_text_color: 'white', background: { type: 'solid', color: '#111827' }, fade_background: false },
+          },
+        },
+        features: { emoji: true, file_upload: true, transcript: true },
+    },
+  };
+
+  const inboxes = data(await c.get('/api/v1/inboxes')) || [];
+  let inbox = inboxes.find((i) => i.name === NAME.inbox && i.channel === 'livechat');
+  if (!inbox) {
+    inbox = data(await c.post('/api/v1/inboxes', inboxPayload));
+    console.log(`创建 Live chat Inbox #${inbox.id} uuid=${inbox.uuid}`);
+  } else {
+    inbox = data(await c.put(`/api/v1/inboxes/${inbox.id}`, inboxPayload));
+    console.log(`更新 Live chat Inbox #${inbox.id} uuid=${inbox.uuid}`);
+  }
+
+  // 3. Automation: new conversation in this inbox -> assign assistant user
+  const rulesRaw = data(await c.get('/api/v1/automations/rules?type=new_conversation')) || [];
+  const rules = Array.isArray(rulesRaw) ? rulesRaw : (rulesRaw.rules || []);
+  const rulePayload = {
+    name: NAME.rule,
+    description: 'Route new live chat conversations to the AI assistant',
+    type: 'new_conversation',
+    events: [],
+    enabled: true,
+    weight: 0,
+    // 注意：rules 必须是数组（引擎按 []Rule 反序列化）
+    rules: [{
+      type: 'new_conversation',
+      execution_mode: 'all',
+      event: [],
+      group_operator: 'AND',
+      groups: [{
+        logical_op: 'AND',
+        rules: [{
+          field: 'inbox',
+          field_type: 'conversation',
+          operator: 'equals',
+          value: String(inbox.id),
+          case_sensitive_match: false,
+        }],
+      }],
+      actions: [{
+        type: 'assign_user',
+        value: [String(assistant.user_id)],
+        display_value: [assistant.name],
+      }],
+    }],
+  };
+  let rule = rules.find((r) => r.name === NAME.rule);
+  if (!rule) {
+    rule = data(await c.post('/api/v1/automations/rules', rulePayload));
+    console.log(`创建 Automation #${rule.id} -> assign user ${assistant.user_id}`);
+  } else {
+    rule = data(await c.put(`/api/v1/automations/rules/${rule.id}`, rulePayload));
+    console.log(`更新 Automation #${rule.id} -> assign user ${assistant.user_id}`);
+  }
+
+  const snippet = `<script>
+  window.LibredeskSettings = {
+    baseURL: '${base}',
+    inboxID: '${inbox.uuid}'
+  };
+</script>
+<script async src="${base}/widget.js"></script>`;
+
+  console.log('\n===== Widget 安装代码 =====');
+  console.log(snippet);
+  console.log('\n（用户登录后可用 userJWT 绑定身份，见 docs/libredesk-setup.md 第 6 节）');
+}
+
+main().catch((err) => {
+  console.error('[setup-defaults]', err.message);
+  process.exit(1);
+});