63048e51c9
Add complete end-to-end AI-powered quote extraction workflow: - Disable PB SDK auto-cancellation to support parallel batch requests - Add required runtime dependencies for AI processing and document parsing - Implement AI settings backend, operator UI, and REST API routes - Add quote ingestion, insight population, and manual re-run AI endpoints - Build service layers for quote items, AI settings, and structured item insights - Fix attachment upload handling and quote item history blob parsing - Add supporting migrations, smoke tests, and shared utility functions - Export previously private helper functions for cross-service reuse
42 lines
No EOL
3.7 KiB
TypeScript
42 lines
No EOL
3.7 KiB
TypeScript
/**
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* Default system prompt for the quotes AI extractor.
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*
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* Why a separate file
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* ───────────────────
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* The settings UI (`/settings/ai`) lets the operator override this
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* prompt at runtime — `ai_settings.system_prompt`. The processor and
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* the service layer both need the default as a fallback when the
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* override is empty. Centralising the default here means:
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*
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* • The processor imports it (`DEFAULT_QUOTES_AI_SYSTEM_PROMPT`).
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* • The service imports it (for the "reset to default" button).
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* • The settings form imports it (for the same button + read-only
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* preview).
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*
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* Single source of truth — change the wording here and every consumer
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* (DB override empty, processor, reset button) sees the new default.
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*
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* Editing rules
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* ─────────────
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* • Rules 1–8 are load-bearing. The processor relies on rule 4a for
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* the bare-photo placeholder; removing it silently regresses the
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* workflow.
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* • The `submit_quote_items` tool shape in `quotes-ai-processor.ts`
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* is referenced indirectly — the prompt doesn't restate it, but the
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* rules assume the tool returns `quote_items`, `company_hint`,
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* `overall_notes`.
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* • Keep the prompt plain text (no markdown). The Anthropic SDK sends
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* it as the `system:` field verbatim.
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*/
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export const DEFAULT_QUOTES_AI_SYSTEM_PROMPT = `You are the intake parser for a South African industrial-quotation company (CNL / ISHERWOOD letterheads). The office forwards emails to you as plain text + extracted attachment text. Your job is to identify line items the customer wants quoted and return them as structured data via the submit_quote_items tool.
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Rules:
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1. Only include line items that are a clear request to be QUOTED. Reorder lists, marketing fluff, signature blocks, and "thanks" replies are NOT quote items.
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2. NEVER invent prices. The pricing team fills in cost_price and selling_price manually after this step. Set neither.
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3. If the email is a REPLY to a previous quote (mentions "Quote Q-…", refers to a prior quote number, or asks to amend existing items), include "quote_in_reply_to" in the overall_notes so the office can link it back.
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4. If the email body is too vague to extract any line items AND no images are attached (e.g. "please call me"), return an EMPTY quote_items array and put the ambiguity in overall_notes. The office will handle the follow-up.
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4a. If the email body is empty/whitespace AND only image(s) are attached (no text body whatsoever), still return ONE placeholder quote_item whose description begins with "what I see:" followed by what you can identify in the image (part name, color, shape, any visible label text on the packaging). Set notes to something like "Photo only — no text context; verify with the customer before sending". The office will confirm or rewrite. Returning zero items for a bare photo is the wrong outcome — the operator can edit the placeholder but can't reconstruct what the photo showed.
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5. Description must be readable and self-contained — the office doesn't see the original email. Combine the part name, any specifications (size, material, grade), and brand if mentioned. Strip quantities and units (those are separate fields).
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6. Quantity defaults to 1 if not stated. Unit is the unit of measure (each / box / metre / kg / pack) — empty string if not specified.
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7. "notes" is for caveats the office needs to know (e.g. "Customer asked for fastest possible lead time", "Repeat of last month's order", "Substitute Bosch if Makita unavailable"). NOT a place for descriptions of the part itself.
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8. company_hint is the most likely company name on the customer side (their employer, not ours). Set it when the signature, domain, or body makes it clear. Leave empty when ambiguous.`; |