Adds a new recall conversation flow (recall-graph.ts) triggered from the Patient Connection "AI Call" button: offers an existing patient a routine exam & cleaning, classifies their yes/no reply, then books directly onto the schedule (Column A, 30-minute slots, real conflict checking against office hours and existing appointments) instead of only capturing a preference for staff to follow up on. Also adds a "Voice call" label in the message thread to distinguish call transcripts from SMS, and updates the Call Templates settings UI with an editable recall greeting. Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
206 lines
9.8 KiB
TypeScript
206 lines
9.8 KiB
TypeScript
import { prisma as db } from "@repo/db/client";
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export type TwilioSettingsData = {
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accountSid: string;
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authToken: string;
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phoneNumber: string;
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greetingMessage?: string | null;
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twimlAppSid?: string | null;
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};
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export type CommunicationCreateData = {
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patientId: number;
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userId?: number;
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channel: "sms" | "voice";
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direction: "outbound" | "inbound";
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status: "queued" | "sent" | "delivered" | "failed" | "completed" | "busy" | "no_answer";
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body?: string;
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callDuration?: number;
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twilioSid?: string;
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};
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export const twilioStorage = {
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async getTwilioSettings(userId: number) {
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return db.twilioSettings.findUnique({ where: { userId } });
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},
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async upsertTwilioSettings(userId: number, data: TwilioSettingsData) {
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const { twimlAppSid, ...rest } = data;
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const existing = await db.twilioSettings.findUnique({ where: { userId } });
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const existingTemplates = (existing?.templates as Record<string, string>) || {};
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const templates: Record<string, string> = { ...existingTemplates };
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if (twimlAppSid !== undefined) {
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if (twimlAppSid) templates["_twiml_app_sid"] = twimlAppSid;
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else delete templates["_twiml_app_sid"];
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}
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return db.twilioSettings.upsert({
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where: { userId },
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update: { ...rest, templates },
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create: { userId, ...rest, templates },
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});
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},
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async createCommunication(data: CommunicationCreateData) {
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return db.communication.create({ data: data as any });
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},
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async getCommunicationsByPatient(patientId: number) {
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return db.communication.findMany({
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where: { patientId },
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orderBy: { createdAt: "asc" },
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});
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},
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async getTemplates(userId: number): Promise<Record<string, string>> {
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const settings = await db.twilioSettings.findUnique({ where: { userId } });
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if (!settings?.templates) return {};
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return settings.templates as Record<string, string>;
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},
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async saveTemplate(userId: number, key: string, body: string) {
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const settings = await db.twilioSettings.findUnique({ where: { userId } });
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const existing = (settings?.templates as Record<string, string>) || {};
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const updated = { ...existing, [key]: body };
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return db.twilioSettings.upsert({
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where: { userId },
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update: { templates: updated },
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create: { userId, accountSid: "", authToken: "", phoneNumber: "", templates: updated },
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});
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},
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async getAiChatTemplates(userId: number): Promise<Record<string, string>> {
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const settings = await db.twilioSettings.findUnique({ where: { userId } });
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const all = (settings?.templates as Record<string, string>) || {};
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return {
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reminderGreeting: all["_ai_chat_reminder_greeting"] ?? "",
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newPatientGreeting: all["_ai_chat_new_patient_greeting"] ?? "",
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generalFallback: all["_ai_chat_general_fallback"] ?? "",
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rescheduleGreeting: all["_ai_chat_reschedule_greeting"] ?? "",
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reminderSms: all["_ai_chat_reminder_sms"] ?? "",
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};
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},
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async saveAiChatTemplates(userId: number, templates: { reminderGreeting?: string; newPatientGreeting?: string; generalFallback?: string; rescheduleGreeting?: string; reminderSms?: string }) {
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const settings = await db.twilioSettings.findUnique({ where: { userId } });
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const existing = (settings?.templates as Record<string, string>) || {};
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const updated: Record<string, string> = { ...existing };
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if (templates.reminderGreeting !== undefined) updated["_ai_chat_reminder_greeting"] = templates.reminderGreeting;
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if (templates.newPatientGreeting !== undefined) updated["_ai_chat_new_patient_greeting"] = templates.newPatientGreeting;
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if (templates.generalFallback !== undefined) updated["_ai_chat_general_fallback"] = templates.generalFallback;
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if (templates.rescheduleGreeting !== undefined) updated["_ai_chat_reschedule_greeting"] = templates.rescheduleGreeting;
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if (templates.reminderSms !== undefined) updated["_ai_chat_reminder_sms"] = templates.reminderSms;
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return db.twilioSettings.upsert({
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where: { userId },
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update: { templates: updated },
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create: { userId, accountSid: "", authToken: "", phoneNumber: "", templates: updated },
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});
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},
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// ── Call Templates — wording spoken during live AI phone calls, kept
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// separate from the SMS wording above (routePatientTurn() consumes
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// whichever set the caller passes in). ────────────────────────────────────
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async getAiCallTemplates(userId: number): Promise<Record<string, string>> {
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const settings = await db.twilioSettings.findUnique({ where: { userId } });
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const all = (settings?.templates as Record<string, string>) || {};
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return {
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greeting: all["_ai_call_greeting"] ?? all["_ai_chat_call_template"] ??
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"Hi {firstName}, this is Lisa, the AI assistant at {officeName}. How can I help you today?",
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reminderGreeting: all["_ai_call_reminder_greeting"] ?? "Sure, I can help with that.",
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newPatientGreeting: all["_ai_call_new_patient_greeting"] ?? "No problem, let's get you set up.",
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generalFallback: all["_ai_call_general_fallback"] ?? "Sure, how can I help?",
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recallGreeting: all["_ai_call_recall_greeting"] ??
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"Hi {firstName}, this is Lisa from {officeName}. We wanted to check in — you're due for a routine exam and cleaning, which most insurance plans cover at no cost. Would you like to schedule one?",
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};
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},
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async saveAiCallTemplates(userId: number, templates: { greeting?: string; reminderGreeting?: string; newPatientGreeting?: string; generalFallback?: string; recallGreeting?: string }) {
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const settings = await db.twilioSettings.findUnique({ where: { userId } });
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const existing = (settings?.templates as Record<string, string>) || {};
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const updated: Record<string, string> = { ...existing };
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if (templates.greeting !== undefined) updated["_ai_call_greeting"] = templates.greeting;
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if (templates.reminderGreeting !== undefined) updated["_ai_call_reminder_greeting"] = templates.reminderGreeting;
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if (templates.newPatientGreeting !== undefined) updated["_ai_call_new_patient_greeting"] = templates.newPatientGreeting;
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if (templates.generalFallback !== undefined) updated["_ai_call_general_fallback"] = templates.generalFallback;
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if (templates.recallGreeting !== undefined) updated["_ai_call_recall_greeting"] = templates.recallGreeting;
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return db.twilioSettings.upsert({
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where: { userId },
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update: { templates: updated },
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create: { userId, accountSid: "", authToken: "", phoneNumber: "", templates: updated },
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});
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},
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async getSmsTemplateList(userId: number): Promise<{ id: string; name: string; body: string }[]> {
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const settings = await db.twilioSettings.findUnique({ where: { userId } });
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const all = (settings?.templates as Record<string, string>) || {};
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const raw = all["_sms_template_list"];
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if (!raw) return [];
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try { return JSON.parse(raw); } catch { return []; }
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},
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async saveSmsTemplateList(userId: number, templates: { id: string; name: string; body: string }[]) {
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const settings = await db.twilioSettings.findUnique({ where: { userId } });
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const existing = (settings?.templates as Record<string, string>) || {};
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const updated: Record<string, string> = {
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...existing,
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"_sms_template_list": JSON.stringify(templates),
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};
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// Keep _ai_chat_reminder_sms in sync with the first template for batch sends
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if (templates.length > 0) updated["_ai_chat_reminder_sms"] = templates[0]!.body;
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return db.twilioSettings.upsert({
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where: { userId },
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update: { templates: updated },
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create: { userId, accountSid: "", authToken: "", phoneNumber: "", templates: updated },
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});
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},
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async getInternalChatSystemPrompt(userId: number): Promise<string> {
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const settings = await db.twilioSettings.findUnique({ where: { userId } });
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const all = (settings?.templates as Record<string, string>) || {};
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return all["_internal_chat_system_prompt"] ?? "";
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},
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async saveInternalChatSystemPrompt(userId: number, prompt: string): Promise<void> {
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const settings = await db.twilioSettings.findUnique({ where: { userId } });
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const existing = (settings?.templates as Record<string, string>) || {};
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const updated = { ...existing, "_internal_chat_system_prompt": prompt };
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await db.twilioSettings.upsert({
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where: { userId },
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update: { templates: updated },
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create: { userId, accountSid: "", authToken: "", phoneNumber: "", templates: updated },
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});
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},
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async getCdtAliases(userId: number): Promise<{ phrase: string; cdtCode: string }[]> {
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const settings = await db.twilioSettings.findUnique({ where: { userId } });
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const all = (settings?.templates as Record<string, any>) || {};
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const raw = all["_cdt_aliases"];
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if (!Array.isArray(raw)) return [];
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return raw.filter(
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(r: any) => typeof r?.phrase === "string" && typeof r?.cdtCode === "string"
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);
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},
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async saveCdtAliases(userId: number, aliases: { phrase: string; cdtCode: string }[]): Promise<void> {
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const settings = await db.twilioSettings.findUnique({ where: { userId } });
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const existing = (settings?.templates as Record<string, any>) || {};
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const updated = { ...existing, "_cdt_aliases": aliases };
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await db.twilioSettings.upsert({
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where: { userId },
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update: { templates: updated },
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create: { userId, accountSid: "", authToken: "", phoneNumber: "", templates: updated },
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});
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},
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async getRecentCommunicationsByUser(userId: number, limit = 20) {
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return db.communication.findMany({
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where: { patient: { userId } },
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orderBy: { createdAt: "desc" },
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take: limit,
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include: {
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patient: { select: { id: true, firstName: true, lastName: true, phone: true } },
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},
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});
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},
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};
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