Add twilio softphone with integrated AI assistant
This commit is contained in:
Francisco Gaona
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docs/SOFTPHONE_SUMMARY.md
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docs/SOFTPHONE_SUMMARY.md
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# Softphone Feature - Implementation Summary
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## ✅ What Was Implemented
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This PR adds complete softphone functionality to the platform with Twilio telephony and OpenAI Realtime API integration.
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### Backend Changes
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1. **WebSocket Support**
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- Added `@fastify/websocket` to enable WebSocket in Fastify
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- Configured `@nestjs/websockets` with Socket.IO adapter
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- Modified `main.ts` to register WebSocket support
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2. **Database Schema**
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- Added `integrationsConfig` JSON field to Tenant model (encrypted)
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- Created `calls` table migration for tenant databases
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- Generated Prisma client with new schema
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3. **VoiceModule** (`backend/src/voice/`)
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- `voice.module.ts` - Module registration
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- `voice.gateway.ts` - WebSocket gateway with JWT auth
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- `voice.service.ts` - Twilio & OpenAI integration
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- `voice.controller.ts` - REST endpoints and webhooks
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- DTOs and interfaces for type safety
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4. **Tenant Management**
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- `tenant.controller.ts` - New endpoints for integrations config
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- Encryption/decryption helpers in `tenant-database.service.ts`
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### Frontend Changes
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1. **Composables**
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- `useSoftphone.ts` - Global state management with WebSocket
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2. **Components**
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- `SoftphoneDialog.vue` - Full softphone UI with dialer, call controls, AI features
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- Integrated into `default.vue` layout
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- Added button to `AppSidebar.vue` with incoming call indicator
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3. **Pages**
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- `settings/integrations.vue` - Configure Twilio and OpenAI credentials
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4. **Dependencies**
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- Added `socket.io-client` for WebSocket connectivity
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### Documentation
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1. `SOFTPHONE_IMPLEMENTATION.md` - Comprehensive technical documentation
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2. `SOFTPHONE_QUICK_START.md` - User-friendly setup guide
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## 🎯 Key Features
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- ✅ Outbound calling with dialer
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- ✅ Inbound call notifications with ringtone
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- ✅ Real-time call controls (mute, DTMF, hang up)
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- ✅ Call history tracking
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- ✅ AI-powered transcription (OpenAI Realtime)
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- ✅ AI suggestions during calls
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- ✅ Tool calling for CRM actions
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- ✅ Multi-tenant with encrypted credentials per tenant
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- ✅ WebSocket-based real-time communication
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- ✅ Responsive UI with shadcn-vue components
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## 📦 New Dependencies
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### Backend
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```json
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{
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"@fastify/websocket": "^latest",
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"@nestjs/websockets": "^10.x",
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"@nestjs/platform-socket.io": "^10.x",
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"socket.io": "^latest",
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"twilio": "^latest",
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"openai": "^latest",
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"ws": "^latest"
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}
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```
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### Frontend
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```json
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{
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"socket.io-client": "^latest"
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}
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```
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## 🚀 Quick Start
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### 1. Run Migrations
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```bash
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cd backend
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npx prisma generate --schema=./prisma/schema-central.prisma
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npm run migrate:all-tenants
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```
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### 2. Configure Tenant
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1. Log into tenant account
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2. Go to Settings → Integrations
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3. Add Twilio credentials (Account SID, Auth Token, Phone Number)
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4. Add OpenAI API key (optional, for AI features)
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5. Save configuration
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### 3. Use Softphone
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1. Click "Softphone" button in sidebar
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2. Enter phone number and click "Call"
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3. Or receive incoming calls automatically
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## 🔐 Security
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- All credentials encrypted with AES-256-CBC
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- JWT authentication for WebSocket connections
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- Tenant isolation via database-per-tenant architecture
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- Sensitive fields masked in API responses
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## 📊 Database Changes
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### Central Database
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```sql
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ALTER TABLE tenants ADD COLUMN integrationsConfig JSON;
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```
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### Tenant Databases
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```sql
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CREATE TABLE calls (
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id VARCHAR(36) PRIMARY KEY,
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call_sid VARCHAR(100) UNIQUE NOT NULL,
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direction ENUM('inbound', 'outbound'),
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from_number VARCHAR(20),
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to_number VARCHAR(20),
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status VARCHAR(20),
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duration_seconds INT,
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recording_url VARCHAR(500),
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ai_transcript TEXT,
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ai_summary TEXT,
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ai_insights JSON,
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user_id VARCHAR(36),
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started_at TIMESTAMP,
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ended_at TIMESTAMP,
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created_at TIMESTAMP,
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updated_at TIMESTAMP,
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FOREIGN KEY (user_id) REFERENCES users(id)
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);
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```
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## 🎨 UI Components
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- **SoftphoneDialog**: Main softphone interface
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- Dialer with numeric keypad
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- Incoming call banner with accept/reject
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- Active call controls
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- Real-time transcript view
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- AI suggestions panel
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- Recent calls list
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- **Sidebar Integration**: Phone button with notification badge
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## 🔄 API Endpoints
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### REST
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- `POST /api/voice/call` - Initiate call
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- `GET /api/voice/calls` - Get call history
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- `GET /api/tenant/integrations` - Get config
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- `PUT /api/tenant/integrations` - Update config
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### WebSocket (`/voice` namespace)
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- `call:initiate` - Start outbound call
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- `call:accept` - Accept incoming call
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- `call:reject` - Reject incoming call
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- `call:end` - End active call
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- `call:dtmf` - Send DTMF tone
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- `ai:transcript` - Receive transcription
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- `ai:suggestion` - Receive AI suggestion
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## ⚠️ Known Limitations
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1. **Media Streaming**: Twilio Media Streams WebSocket not fully implemented
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2. **Call Routing**: Basic inbound call handling (no intelligent routing yet)
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3. **RBAC**: Voice-specific permissions not yet integrated
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4. **Audio Muting**: UI present but actual audio muting not implemented
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5. **Queue System**: No call queue management (single call at a time)
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## 🔮 Future Enhancements
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1. Full Twilio Media Streams integration for audio forking
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2. Intelligent call routing (availability-based, round-robin, skills-based)
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3. Call queue management with BullMQ
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4. RBAC permissions (`voice.make_calls`, `voice.receive_calls`)
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5. WebRTC for browser-based audio
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6. Call analytics dashboard
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7. IVR (Interactive Voice Response) system
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8. Call recording download and playback
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9. Voicemail support
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## 🧪 Testing
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### Manual Testing Checklist
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- [ ] Install dependencies
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- [ ] Run migrations
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- [ ] Configure Twilio credentials
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- [ ] Make outbound call
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- [ ] Receive inbound call (requires public webhook URL)
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- [ ] Test call controls (mute, DTMF, hang up)
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- [ ] Configure OpenAI and test AI features
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- [ ] Check call history
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- [ ] Test on multiple browsers
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### Twilio Test Mode
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Use Twilio test credentials for development without making real calls.
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## 📚 Documentation
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See `/docs/` for detailed documentation:
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- `SOFTPHONE_IMPLEMENTATION.md` - Technical details
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- `SOFTPHONE_QUICK_START.md` - User guide
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## 🐛 Troubleshooting
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| Issue | Solution |
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| Build errors | Run `npm install` in both backend and frontend |
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| WebSocket connection fails | Check BACKEND_URL env variable |
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| Calls not working | Verify Twilio credentials in Settings → Integrations |
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| AI features not working | Add OpenAI API key in integrations settings |
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## 👥 Contributors
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Implemented by: GitHub Copilot (Claude Sonnet 4.5)
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---
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**Status**: ✅ Ready for testing
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**Version**: 1.0.0
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**Date**: January 3, 2026
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