feat: reschedule-by-office batch SMS, AI follow-up toggle, date-shortcut fix, combined flow diagram

- Add Reschedule for Column button on schedule page with AI follow-up toggle (default on)
- Add POST /api/twilio/send-reschedule-batch — sends Reschedule by Office template, starts AI reschedule conversation per patient
- Add {officePhone} (office call-in number) and {twilioPhone} (SMS number) variable replacement in both batch endpoints
- Fix broken variable names in Reschedule by Office template ({office phone number) → {officePhone}, {Twilio phone number} → {twilioPhone})
- Fix reschedule-graph: when patient replies with date in same message as YES/NO (e.g. "ok, 5/18"), AI now checks day open and asks for time instead of asking "what day and time?"
- Fix twilio-webhooks: same date-shortcut logic for reminder flow — "no, 5/18" skips "when to reschedule?" and goes straight to day check
- Update LangGraph SVG: rename to Reminder & Reschedule Flow, combine both entry points (Reminder SMS + Reschedule SMS) into one diagram with date-shortcut annotations

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

apps/Backend/src/ai/reschedule-graph.ts

@@ -837,8 +837,84 @@ export async function runRescheduleStep(
       return { reply, nextStage: "done" };
     }
 
-    // Patient confirmed they want to reschedule — move straight to datetime request
+    // Patient confirmed they want to reschedule.
+    // First check if they already included a date (and optionally time) in the same message.
     if (yes(t)) {
+      const hasTime = messageHasTime(message);
+
+      if (hasTime) {
+        // Try to parse full datetime from the message
+        const parsed = await parseDatetimeFromMessage(message, apiKey);
+        if (parsed) {
+          const { date, startTime, displayLabel } = parsed;
+          const dayCheck = await isOfficeDayOpen(date, userId);
+          if (!dayCheck.open) {
+            const datePart = displayLabel.split(" at ")[0] ?? displayLabel;
+            const fallbacks: Record<string, string> = {
+              English:          `Our office is closed on ${datePart} (${dayCheck.displayDay}). Can you please choose another day?`,
+              Spanish:          `Nuestra oficina está cerrada el ${datePart} (${dayCheck.displayDay}). ¿Puede elegir otro día?`,
+              Portuguese:       `Nosso consultório está fechado em ${datePart} (${dayCheck.displayDay}). Pode escolher outro dia?`,
+              Mandarin:         `我们诊所在 ${datePart}（${dayCheck.displayDay}）不开放。请您选择另一天好吗？`,
+              Cantonese:        `我們診所在 ${datePart}（${dayCheck.displayDay}）不開放。請您選擇另一天好嗎？`,
+              Arabic:           `مكتبنا مغلق في ${datePart} (${dayCheck.displayDay}). هل يمكنك اختيار يوم آخر؟`,
+              "Haitian Creole": `Biwo nou fèmen nan ${datePart} (${dayCheck.displayDay}). Tanpri chwazi yon lòt jou?`,
+            };
+            return { reply: fallbacks[lang] ?? fallbacks["English"]!, nextStage: "asked_reschedule_datetime" };
+          }
+          setPendingReschedule(userId, patientId, { newDate: date, dayLabel: displayLabel, startTime });
+          const fallbacks: Record<string, string> = {
+            English:          `Just to confirm — do you prefer ${displayLabel}?`,
+            Spanish:          `Solo para confirmar — ¿prefiere el ${displayLabel}?`,
+            Portuguese:       `Só para confirmar — você prefere ${displayLabel}?`,
+            Mandarin:         `确认一下——您希望的时间是 ${displayLabel} 吗？`,
+            Cantonese:        `確認一下——您希望的時間是 ${displayLabel} 嗎？`,
+            Arabic:           `فقط للتأكيد — هل تفضل ${displayLabel}؟`,
+            "Haitian Creole": `Jis pou konfime — èske ou prefere ${displayLabel}?`,
+          };
+          const confirmReply = await llmReply(
+            `You are a friendly dental office AI assistant. The patient mentioned a date/time that you interpreted as "${displayLabel}". Ask them in ${lang} to confirm. 1 sentence, natural and friendly. No formatting.`,
+            `Patient said: "${message}"`, fallbacks[lang] ?? fallbacks["English"]!, apiKey,
+          );
+          return { reply: confirmReply, nextStage: "asked_reschedule_confirm_datetime" };
+        }
+      }
+
+      // Try to parse a date-only from the message
+      const parsedDate = await parseDateOnlyFromMessage(message, apiKey);
+      if (parsedDate) {
+        const { date, dateLabel } = parsedDate;
+        const dayCheck = await isOfficeDayOpen(date, userId);
+        if (!dayCheck.open) {
+          const fallbacks: Record<string, string> = {
+            English:          `Our office is closed on ${dateLabel} (${dayCheck.displayDay}). Can you please choose another day?`,
+            Spanish:          `Nuestra oficina está cerrada el ${dateLabel} (${dayCheck.displayDay}). ¿Puede elegir otro día?`,
+            Portuguese:       `Nosso consultório está fechado em ${dateLabel} (${dayCheck.displayDay}). Pode escolher outro dia?`,
+            Mandarin:         `我们诊所在 ${dateLabel}（${dayCheck.displayDay}）不开放。请您选择另一天好吗？`,
+            Cantonese:        `我們診所在 ${dateLabel}（${dayCheck.displayDay}）不開放。請您選擇另一天好嗎？`,
+            Arabic:           `مكتبنا مغلق في ${dateLabel} (${dayCheck.displayDay}). هل يمكنك اختيار يوم آخر؟`,
+            "Haitian Creole": `Biwo nou fèmen nan ${dateLabel} (${dayCheck.displayDay}). Tanpri chwazi yon lòt jou?`,
+          };
+          return { reply: fallbacks[lang] ?? fallbacks["English"]!, nextStage: "asked_reschedule_datetime" };
+        }
+        // Day is open — save and ask for time
+        setPendingReschedule(userId, patientId, { newDate: date, dayLabel: dateLabel });
+        const fallbacks: Record<string, string> = {
+          English:          `What time do you prefer on ${dateLabel}?`,
+          Spanish:          `¿A qué hora prefiere el ${dateLabel}?`,
+          Portuguese:       `Que horário você prefere em ${dateLabel}?`,
+          Mandarin:         `您希望在 ${dateLabel} 几点？`,
+          Cantonese:        `您希望在 ${dateLabel} 幾點？`,
+          Arabic:           `ما الوقت الذي تفضله في ${dateLabel}؟`,
+          "Haitian Creole": `Ki lè ou prefere nan ${dateLabel}?`,
+        };
+        const askTimeReply = await llmReply(
+          `You are a friendly dental office assistant. The patient wants ${dateLabel}. Ask them in ${lang} what time they prefer on that day. 1 sentence, no formatting.`,
+          `Patient wants ${dateLabel} but gave no time.`, fallbacks[lang] ?? fallbacks["English"]!, apiKey,
+        );
+        return { reply: askTimeReply, nextStage: "asked_reschedule_time_for_date" };
+      }
+
+      // No date found — ask for day and time
       const fallbacks: Record<string, string> = {
         English:          "What day and time would you like? For example: 'Monday at 10am' or 'next Tuesday afternoon'.",
         Spanish:          "¿Qué día y hora prefiere? Por ejemplo: 'lunes a las 10am' o 'martes por la tarde'.",

apps/Backend/src/routes/twilio-webhooks.ts

@@ -293,6 +293,20 @@ router.post("/webhook/sms", async (req: Request, res: Response): Promise<any> =>
           await saveOutbound(patient.id, introText);
         }
 
+        // If patient said "no" but already included a date (e.g. "no, 5/18"),
+        // skip "when to reschedule?" and go straight to date processing
+        if (intent === "no") {
+          const hasDateInMessage =
+            /\b\d{1,2}[\/\-]\d{1,2}\b/.test(Body) ||
+            /\b(monday|tuesday|wednesday|thursday|friday|saturday|sunday|tomorrow|next week)\b/i.test(Body);
+          if (hasDateInMessage) {
+            const { reply: rescheduleReply, nextStage: rescheduleNextStage } = await runRescheduleStep(
+              Body, "asked_reschedule_datetime", language, patient.id, aiSettings.apiKey, patient.userId
+            );
+            return reply(rescheduleReply, rescheduleNextStage);
+          }
+        }
+
         // Send message 2 (yes/no response) via TwiML — queued SECOND
         return reply(intentReply, nextStage);
       }
@@ -313,6 +327,20 @@ router.post("/webhook/sms", async (req: Request, res: Response): Promise<any> =>
         if (intent === "no")               nextStage = "asked_reschedule_datetime";
         else if (intent === "wants_appointment") nextStage = "asked_new_or_existing";
         else                               nextStage = "done";
+
+        // If patient said "no" but already included a date, skip straight to date processing
+        if (intent === "no") {
+          const hasDateInMessage =
+            /\b\d{1,2}[\/\-]\d{1,2}\b/.test(Body) ||
+            /\b(monday|tuesday|wednesday|thursday|friday|saturday|sunday|tomorrow|next week)\b/i.test(Body);
+          if (hasDateInMessage) {
+            const { reply: rescheduleReply, nextStage: rescheduleNextStage } = await runRescheduleStep(
+              Body, "asked_reschedule_datetime", language, patient.id, aiSettings.apiKey, patient.userId
+            );
+            return reply(rescheduleReply, rescheduleNextStage);
+          }
+        }
+
         return reply(aiReply, nextStage);
       }
     }

apps/Backend/src/routes/twilio.ts

@@ -132,7 +132,7 @@ router.post("/send-reminders-batch", async (req: Request, res: Response): Promis
       return res.status(400).json({ message: "Twilio is not configured. Please add your Twilio credentials in Settings." });
     }
 
-    // Resolve office name, address, and reminder SMS template
+    // Resolve office name, address, phone, and reminder SMS template
     const officeContact = await storage.getOfficeContact(userId);
     const officeName = (officeContact as any)?.officeName?.trim() || "";
     const officeAddress = [
@@ -141,6 +141,7 @@ router.post("/send-reminders-batch", async (req: Request, res: Response): Promis
       (officeContact as any)?.state?.trim(),
       (officeContact as any)?.zipCode?.trim(),
     ].filter(Boolean).join(", ");
+    const officePhone = (officeContact as any)?.phoneNumber?.trim() || "";
     const chatTemplates = await storage.getAiChatTemplates(userId);
 
     const DEFAULT_REMINDER_SMS =
@@ -194,6 +195,8 @@ router.post("/send-reminders-batch", async (req: Request, res: Response): Promis
         .replace(/\{firstName\}/g,       patient.firstName ?? "")
         .replace(/\{officeName\}/g,      officeName)
         .replace(/\{officeAddress\}/g,   officeAddress)
+        .replace(/\{officePhone\}/g,     officePhone)
+        .replace(/\{twilioPhone\}/g,     settings.phoneNumber)
         .replace(/\{appointmentDate\}/g, apptDate)
         .replace(/\{appointmentTime\}/g, apptTime)
         .replace(/\{date\}/g,            apptDate)
@@ -229,6 +232,122 @@ router.post("/send-reminders-batch", async (req: Request, res: Response): Promis
   }
 });
 
+// POST /api/twilio/send-reschedule-batch
+router.post("/send-reschedule-batch", async (req: Request, res: Response): Promise<any> => {
+  try {
+    const userId = req.user?.id;
+    if (!userId) return res.status(401).json({ message: "Unauthorized" });
+
+    const { date, staffIds, aiFollowUp = true } = req.body as { date: string; staffIds: number[]; aiFollowUp?: boolean };
+    if (!date || !Array.isArray(staffIds) || staffIds.length === 0) {
+      return res.status(400).json({ message: "date and staffIds are required" });
+    }
+
+    const settings = await storage.getTwilioSettings(userId);
+    if (!settings) {
+      return res.status(400).json({ message: "Twilio is not configured. Please add your Twilio credentials in Settings." });
+    }
+
+    // Find the "Reschedule by office" template from the SMS template list
+    const templateList = await storage.getSmsTemplateList(userId);
+    const rescheduleTemplate = templateList.find((t) =>
+      t.name.toLowerCase().includes("reschedule") && t.name.toLowerCase().includes("office")
+    ) || templateList.find((t) => t.name.toLowerCase().includes("reschedule"));
+
+    const DEFAULT_RESCHEDULE_SMS =
+      "Hi {firstName}, this is {officeName}. We need to reschedule your appointment. Please reply to let us know your availability. Thank you!";
+    const templateBody = rescheduleTemplate?.body?.trim() || DEFAULT_RESCHEDULE_SMS;
+
+    const officeContact = await storage.getOfficeContact(userId);
+    const officeName = (officeContact as any)?.officeName?.trim() || "";
+    const officeAddress = [
+      (officeContact as any)?.streetAddress?.trim(),
+      (officeContact as any)?.city?.trim(),
+      (officeContact as any)?.state?.trim(),
+      (officeContact as any)?.zipCode?.trim(),
+    ].filter(Boolean).join(", ");
+    const officePhone = (officeContact as any)?.phoneNumber?.trim() || "";
+
+    const dayStart = new Date(date);
+    dayStart.setUTCHours(0, 0, 0, 0);
+    const dayEnd = new Date(date);
+    dayEnd.setUTCHours(23, 59, 59, 999);
+
+    const appointments = await db.appointment.findMany({
+      where: {
+        staffId: { in: staffIds },
+        date: { gte: dayStart, lte: dayEnd },
+        status: { not: "cancelled" },
+        patient: { userId },
+      },
+      include: {
+        patient: { select: { id: true, firstName: true, phone: true } },
+      },
+      orderBy: { startTime: "asc" },
+    });
+
+    const months = ["January","February","March","April","May","June","July","August","September","October","November","December"];
+    const formatApptDate = (d: Date | string) => {
+      const dt = new Date(d);
+      return `${months[dt.getUTCMonth()]} ${dt.getUTCDate()}, ${dt.getUTCFullYear()}`;
+    };
+
+    const client = getTwilioClient(settings.accountSid, settings.authToken);
+    let sent = 0;
+    let skipped = 0;
+    const seen = new Set<number>();
+
+    for (const appt of appointments) {
+      const patient = appt.patient;
+      if (!patient?.phone || seen.has(patient.id)) { skipped++; continue; }
+      seen.add(patient.id);
+
+      const apptDate = formatApptDate(appt.date);
+      const apptTime = typeof appt.startTime === "string"
+        ? appt.startTime.substring(0, 5)
+        : String(appt.startTime);
+
+      const message = templateBody
+        .replace(/\{firstName\}/g,       patient.firstName ?? "")
+        .replace(/\{officeName\}/g,      officeName)
+        .replace(/\{officeAddress\}/g,   officeAddress)
+        .replace(/\{officePhone\}/g,     officePhone)
+        .replace(/\{twilioPhone\}/g,     settings.phoneNumber)
+        .replace(/\{appointmentDate\}/g, apptDate)
+        .replace(/\{appointmentTime\}/g, apptTime)
+        .replace(/\{date\}/g,            apptDate)
+        .replace(/\{time\}/g,            apptTime);
+
+      try {
+        const twilioMsg = await client.messages.create({
+          body: message,
+          from: settings.phoneNumber,
+          to: patient.phone,
+        });
+        await storage.createCommunication({
+          patientId: patient.id,
+          userId,
+          channel: "sms",
+          direction: "outbound",
+          status: "sent",
+          body: message,
+          twilioSid: twilioMsg.sid,
+        });
+        if (aiFollowUp) {
+          await startRescheduleConversation(userId, patient.id);
+        }
+        sent++;
+      } catch {
+        skipped++;
+      }
+    }
+
+    return res.status(200).json({ sent, skipped });
+  } catch (err: any) {
+    return res.status(500).json({ error: err.message || "Failed to send reschedule messages" });
+  }
+});
+
 // GET /api/twilio/sms-template-list
 router.get("/sms-template-list", async (req: Request, res: Response): Promise<any> => {
   try {