feat: office address, multi-template SMS manager, hardcoded defaults with auto-seed

- Add streetAddress/city/state/zipCode fields to OfficeContact (schema + storage + UI)
- Support {officeAddress} variable in batch reminder SMS
- Replace single SMS template field with full CRUD template list (add/rename/edit/delete)
- Store SMS template list under _sms_template_list; first template synced to batch reminder
- Hardcode all AI chat template defaults into codebase (reminder SMS, greetings, fallback)
- Add seed-templates.ts that auto-seeds default templates for all users on server boot
- Update README: note that templates are auto-configured on first boot

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
Gitead
2026-05-11 23:18:04 -04:00
parent 11244ace7f
commit 7929dc6e19
56 changed files with 763 additions and 46 deletions

View File

@@ -4,6 +4,7 @@ import http from "http";
import { initSocket } from "./socket";
import { startSeleniumWorker } from "./queue/workers/seleniumWorker";
import { startOcrWorker } from "./queue/workers/ocrWorker";
import { seedAllUsersTemplates } from "./storage/seed-templates";
dotenv.config();
@@ -29,6 +30,9 @@ server.listen(PORT, HOST, () => {
console.log(
`✅ Server running in ${NODE_ENV} mode at http://${HOST}:${PORT}`
);
seedAllUsersTemplates().catch((err) =>
console.error("⚠️ Template seed failed:", err)
);
});
// Handle startup errors

View File

@@ -22,7 +22,7 @@ router.put("/", async (req: Request, res: Response): Promise<any> => {
const userId = req.user?.id;
if (!userId) return res.status(401).json({ message: "Unauthorized" });
const { officeName, receptionistName, dentistName, phoneNumber, email, fax } = req.body;
const { officeName, receptionistName, dentistName, phoneNumber, email, fax, streetAddress, city, state, zipCode } = req.body;
const record = await storage.upsertOfficeContact(userId, {
officeName: officeName ?? undefined,
receptionistName: receptionistName ?? undefined,
@@ -30,6 +30,10 @@ router.put("/", async (req: Request, res: Response): Promise<any> => {
phoneNumber: phoneNumber ?? undefined,
email: email ?? undefined,
fax: fax ?? undefined,
streetAddress: streetAddress ?? undefined,
city: city ?? undefined,
state: state ?? undefined,
zipCode: zipCode ?? undefined,
});
return res.status(200).json(record);
} catch (err) {

View File

@@ -132,13 +132,19 @@ 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 and reminder SMS template
// Resolve office name, address, and reminder SMS template
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 chatTemplates = await storage.getAiChatTemplates(userId);
const DEFAULT_REMINDER_SMS =
"Hi {firstName}, this is a reminder from {officeName}. You have an appointment on {appointmentDate} at {appointmentTime}. Please reply YES to confirm or NO to reschedule. Thank you!";
"Hi {firstName}, this is a reminder from {officeName}. You have an appointment on {appointmentDate} at {appointmentTime}. Please come to our office at {officeAddress}. Please reply YES to confirm or NO to reschedule. Thank you!";
const templateBody = chatTemplates.reminderSms?.trim() || DEFAULT_REMINDER_SMS;
// Fetch appointments for the selected staff columns on the given date
@@ -187,6 +193,7 @@ router.post("/send-reminders-batch", async (req: Request, res: Response): Promis
const message = templateBody
.replace(/\{firstName\}/g, patient.firstName ?? "")
.replace(/\{officeName\}/g, officeName)
.replace(/\{officeAddress\}/g, officeAddress)
.replace(/\{appointmentDate\}/g, apptDate)
.replace(/\{appointmentTime\}/g, apptTime)
.replace(/\{date\}/g, apptDate)
@@ -222,6 +229,32 @@ router.post("/send-reminders-batch", async (req: Request, res: Response): Promis
}
});
// GET /api/twilio/sms-template-list
router.get("/sms-template-list", async (req: Request, res: Response): Promise<any> => {
try {
const userId = req.user?.id;
if (!userId) return res.status(401).json({ message: "Unauthorized" });
const list = await storage.getSmsTemplateList(userId);
return res.status(200).json(list);
} catch (err) {
return res.status(500).json({ error: "Failed to fetch SMS templates", details: String(err) });
}
});
// PUT /api/twilio/sms-template-list
router.put("/sms-template-list", async (req: Request, res: Response): Promise<any> => {
try {
const userId = req.user?.id;
if (!userId) return res.status(401).json({ message: "Unauthorized" });
const templates = req.body;
if (!Array.isArray(templates)) return res.status(400).json({ message: "Expected an array of templates" });
await storage.saveSmsTemplateList(userId, templates);
return res.status(200).json({ ok: true });
} catch (err) {
return res.status(500).json({ error: "Failed to save SMS templates", details: String(err) });
}
});
// GET /api/twilio/templates
router.get("/templates", async (req: Request, res: Response): Promise<any> => {
try {

View File

@@ -12,6 +12,10 @@ export const officeContactStorage = {
phoneNumber?: string;
email?: string;
fax?: string;
streetAddress?: string;
city?: string;
state?: string;
zipCode?: string;
}) {
return db.officeContact.upsert({
where: { userId },

View File

@@ -0,0 +1,65 @@
import { prisma as db } from "@repo/db/client";
// ── Default template values ───────────────────────────────────────────────────
// Keep these in sync with the frontend constants in ai-chat-settings-card.tsx
export const DEFAULT_REMINDER_SMS =
"Hi {firstName}, this is a reminder from {officeName}. You have an appointment on {appointmentDate} at {appointmentTime}. Please come to our office at {officeAddress}. Please reply YES to confirm or NO to reschedule. Thank you!";
export const DEFAULT_AI_CHAT_TEMPLATES = {
_ai_chat_reminder_sms: DEFAULT_REMINDER_SMS,
_ai_chat_reminder_greeting: "Hi! My name is Lisa, the dedicated AI assistant at {officeName}. I can confirm or reschedule your appointment and answer general questions 24/7. I will reply you message at any time you need.",
_ai_chat_new_patient_greeting: "Hi! My name is Lisa, the dedicated AI assistant at {officeName}. I can help you schedule an appointment, check your insurance, and answer general questions 24/7. How can I help you today?",
_ai_chat_general_fallback: "Hi! My name is Lisa, the dedicated AI assistant at {officeName}. How can I help you today?",
_ai_chat_reschedule_greeting: "Hi! My name is Lisa, the dedicated AI assistant at {officeName}. I can help you find a new appointment time that works for you. Would you like to reschedule your appointment?",
};
export const DEFAULT_SMS_TEMPLATE_LIST = JSON.stringify([
{
id: "default-appt-reminder",
name: "Appointment Reminder SMS",
body: DEFAULT_REMINDER_SMS,
},
{
id: "default-follow-up",
name: "Follow up reminder",
body: "Hi {firstName}, this is a follow-up from {officeName}. We wanted to check in with you after your recent appointment. Please don't hesitate to call us if you have any questions.",
},
]);
// ── Auto-seed for a single user ───────────────────────────────────────────────
// Writes defaults only for keys that are not yet set, so existing data is never
// overwritten. Safe to call on every boot.
export async function seedTemplatesForUser(userId: number): Promise<void> {
const settings = await db.twilioSettings.findUnique({ where: { userId } });
const existing = (settings?.templates as Record<string, string>) || {};
const patch: Record<string, string> = {};
for (const [key, value] of Object.entries(DEFAULT_AI_CHAT_TEMPLATES)) {
if (!existing[key]) patch[key] = value;
}
if (!existing["_sms_template_list"]) {
patch["_sms_template_list"] = DEFAULT_SMS_TEMPLATE_LIST;
}
if (Object.keys(patch).length === 0) return; // nothing to seed
const updated = { ...existing, ...patch };
await db.twilioSettings.upsert({
where: { userId },
update: { templates: updated },
create: { userId, accountSid: "", authToken: "", phoneNumber: "", templates: updated },
});
}
// ── Seed all existing users ───────────────────────────────────────────────────
export async function seedAllUsersTemplates(): Promise<void> {
const users = await db.user.findMany({ select: { id: true } });
await Promise.all(users.map((u: { id: number }) => seedTemplatesForUser(u.id)));
if (users.length > 0) {
console.log(`✅ Seeded AI chat templates for ${users.length} user(s)`);
}
}

View File

@@ -87,6 +87,30 @@ export const twilioStorage = {
});
},
async getSmsTemplateList(userId: number): Promise<{ id: string; name: string; body: string }[]> {
const settings = await db.twilioSettings.findUnique({ where: { userId } });
const all = (settings?.templates as Record<string, string>) || {};
const raw = all["_sms_template_list"];
if (!raw) return [];
try { return JSON.parse(raw); } catch { return []; }
},
async saveSmsTemplateList(userId: number, templates: { id: string; name: string; body: string }[]) {
const settings = await db.twilioSettings.findUnique({ where: { userId } });
const existing = (settings?.templates as Record<string, string>) || {};
const updated: Record<string, string> = {
...existing,
"_sms_template_list": JSON.stringify(templates),
};
// Keep _ai_chat_reminder_sms in sync with the first template for batch sends
if (templates.length > 0) updated["_ai_chat_reminder_sms"] = templates[0]!.body;
return db.twilioSettings.upsert({
where: { userId },
update: { templates: updated },
create: { userId, accountSid: "", authToken: "", phoneNumber: "", templates: updated },
});
},
async getRecentCommunicationsByUser(userId: number, limit = 20) {
return db.communication.findMany({
where: { patient: { userId } },

View File

@@ -5,11 +5,13 @@ import { Button } from "@/components/ui/button";
import { Textarea } from "@/components/ui/textarea";
import { useToast } from "@/hooks/use-toast";
import { apiRequest, queryClient } from "@/lib/queryClient";
import { Bot, CalendarCheck, UserPlus, MessageCircle, Info, GitFork } from "lucide-react";
import { Bot, CalendarCheck, UserPlus, MessageCircle, Info, GitFork, MessageSquare, Trash2, Plus } from "lucide-react";
import { Tabs, TabsList, TabsTrigger, TabsContent } from "@/components/ui/tabs";
// ─── Types ────────────────────────────────────────────────────────────────────
type SmsTemplate = { id: string; name: string; body: string };
type AiChatTemplates = {
reminderGreeting: string;
newPatientGreeting: string;
@@ -22,18 +24,39 @@ type OfficeContact = {
// ─── Defaults ─────────────────────────────────────────────────────────────────
const DEFAULT_REMINDER_SMS =
"Hi {firstName}, this is a reminder from {officeName}. You have an appointment on {appointmentDate} at {appointmentTime}. Please come to our office at {officeAddress}. Please reply YES to confirm or NO to reschedule. Thank you!";
const DEFAULTS = {
reminderGreeting:
"Hi! My name is Lisa, the dedicated AI assistant at {officeName}. I can confirm or reschedule your appointment and answer general questions 24/7. I will reply your message at any time you need.",
"Hi! My name is Lisa, the dedicated AI assistant at {officeName}. I can confirm or reschedule your appointment and answer general questions 24/7. I will reply you message at any time you need.",
newPatientGreeting:
"Hi! My name is Lisa, the dedicated AI assistant at {officeName}. I can help you schedule an appointment, check your insurance, and answer general questions 24/7. How can I help you today?",
generalFallback: "How can I help you today?",
generalFallback:
"Hi! My name is Lisa, the dedicated AI assistant at {officeName}. How can I help you today?",
};
const DEFAULT_SMS_TEMPLATES = [
{
id: "default-appt-reminder",
name: "Appointment Reminder SMS",
body: DEFAULT_REMINDER_SMS,
},
{
id: "default-follow-up",
name: "Follow up reminder",
body: "Hi {firstName}, this is a follow-up from {officeName}. We wanted to check in with you after your recent appointment. Please don't hesitate to call us if you have any questions.",
},
];
function previewTemplate(text: string, officeName: string) {
return text.replace(/\{officeName\}/g, officeName || "your dental office");
}
function newId() {
return Date.now().toString(36) + Math.random().toString(36).slice(2);
}
// ─── LangGraph flow diagram (SVG) ─────────────────────────────────────────────
function LangGraphFlow() {
@@ -503,6 +526,10 @@ export function AiChatSettingsCard() {
const [generalFallback, setGeneralFallback] = useState(DEFAULTS.generalFallback);
const initialized = useRef(false);
// ── SMS template list ──────────────────────────────────────────
const [smsTemplates, setSmsTemplates] = useState<SmsTemplate[]>([]);
const smsInitialized = useRef(false);
const { data: officeContact } = useQuery<OfficeContact | null>({
queryKey: ["/api/office-contact"],
queryFn: async () => {
@@ -524,7 +551,18 @@ export function AiChatSettingsCard() {
refetchOnWindowFocus: false,
});
// Seed local state from server on first load only
const { data: smsTemplateListData, isLoading: smsLoading } = useQuery<SmsTemplate[]>({
queryKey: ["/api/twilio/sms-template-list"],
queryFn: async () => {
const res = await apiRequest("GET", "/api/twilio/sms-template-list");
if (!res.ok) return [];
return res.json();
},
staleTime: Infinity,
refetchOnWindowFocus: false,
});
// Seed AI chat templates
useEffect(() => {
if (templates && !initialized.current) {
initialized.current = true;
@@ -534,6 +572,18 @@ export function AiChatSettingsCard() {
}
}, [templates]);
// Seed SMS template list — fall back to the saved reminderSms if list is empty
useEffect(() => {
if (smsTemplateListData && !smsInitialized.current) {
smsInitialized.current = true;
if (smsTemplateListData.length > 0) {
setSmsTemplates(smsTemplateListData);
} else {
setSmsTemplates(DEFAULT_SMS_TEMPLATES);
}
}
}, [smsTemplateListData, templates]);
const saveMutation = useMutation({
mutationFn: async (data: AiChatTemplates) => {
const res = await apiRequest("PUT", "/api/ai/chat-templates", data);
@@ -552,6 +602,24 @@ export function AiChatSettingsCard() {
},
});
const saveSmsListMutation = useMutation({
mutationFn: async (list: SmsTemplate[]) => {
const res = await apiRequest("PUT", "/api/twilio/sms-template-list", list);
if (!res.ok) {
const err = await res.json().catch(() => null);
throw new Error(err?.message || "Failed to save SMS templates");
}
return res.json();
},
onSuccess: () => {
queryClient.invalidateQueries({ queryKey: ["/api/twilio/sms-template-list"] });
toast({ title: "SMS template saved" });
},
onError: (err: any) => {
toast({ title: "Error", description: err?.message, variant: "destructive" });
},
});
const handleSubmit = (e: React.FormEvent) => {
e.preventDefault();
saveMutation.mutate({
@@ -561,6 +629,20 @@ export function AiChatSettingsCard() {
});
};
const updateSmsTemplate = (idx: number, field: "name" | "body", value: string) => {
setSmsTemplates((prev) => prev.map((t, i) => i === idx ? { ...t, [field]: value } : t));
};
const deleteSmsTemplate = (idx: number) => {
const updated = smsTemplates.filter((_, i) => i !== idx);
setSmsTemplates(updated);
saveSmsListMutation.mutate(updated);
};
const addSmsTemplate = () => {
setSmsTemplates((prev) => [...prev, { id: newId(), name: "", body: "" }]);
};
const officeName = officeContact?.officeName?.trim() || "";
const templateFields = [
@@ -596,6 +678,113 @@ export function AiChatSettingsCard() {
return (
<div className="space-y-6">
{/* ── Section 0: SMS Templates ─────────────────────────────── */}
<Card>
<CardContent className="py-6 space-y-5">
<div className="flex items-center justify-between">
<div className="flex items-center gap-2">
<MessageSquare className="h-5 w-5 text-primary" />
<h3 className="text-lg font-semibold">SMS Templates</h3>
</div>
<Button
type="button"
size="sm"
variant="outline"
className="gap-1.5 text-xs"
onClick={addSmsTemplate}
>
<Plus className="h-3.5 w-3.5" />
Add Template
</Button>
</div>
<p className="text-sm text-muted-foreground">
Available variables:{" "}
<code className="bg-muted px-1 py-0.5 rounded text-xs font-mono">{"{firstName}"}</code>{" "}
<code className="bg-muted px-1 py-0.5 rounded text-xs font-mono">{"{officeName}"}</code>{" "}
<code className="bg-muted px-1 py-0.5 rounded text-xs font-mono">{"{officeAddress}"}</code>{" "}
<code className="bg-muted px-1 py-0.5 rounded text-xs font-mono">{"{appointmentDate}"}</code>{" "}
<code className="bg-muted px-1 py-0.5 rounded text-xs font-mono">{"{appointmentTime}"}</code>
</p>
{officeName && (
<div className="flex items-center gap-2 text-xs text-muted-foreground bg-muted/50 rounded px-3 py-2">
<Info className="h-3.5 w-3.5 flex-shrink-0" />
<span>
<span className="font-medium">{"{officeName}"}</span> will display as{" "}
<span className="font-medium text-foreground">"{officeName}"</span>
</span>
</div>
)}
{smsLoading ? (
<p className="text-sm text-muted-foreground">Loading...</p>
) : smsTemplates.length === 0 ? (
<p className="text-sm text-muted-foreground italic">
No templates yet. Click "Add Template" to create one.
</p>
) : (
<div className="space-y-4">
{smsTemplates.map((tpl, idx) => (
<div key={tpl.id} className="border rounded-lg p-4 space-y-3">
{/* Name row */}
<div className="flex items-center gap-2">
{idx === 0 && (
<span className="text-xs bg-teal-100 text-teal-700 font-medium px-2 py-0.5 rounded-full whitespace-nowrap">
Batch reminder
</span>
)}
<input
type="text"
value={tpl.name}
onChange={(e) => updateSmsTemplate(idx, "name", e.target.value)}
className="flex-1 p-2 border rounded text-sm font-medium min-w-0"
placeholder="Template name"
/>
<Button
type="button"
variant="ghost"
size="sm"
className="text-red-500 hover:text-red-700 hover:bg-red-50 flex-shrink-0"
onClick={() => deleteSmsTemplate(idx)}
>
<Trash2 className="h-4 w-4" />
</Button>
</div>
{/* Body */}
<Textarea
value={tpl.body}
onChange={(e) => updateSmsTemplate(idx, "body", e.target.value)}
rows={3}
className="text-sm resize-none"
placeholder="Template content…"
/>
{/* Live preview */}
{officeName && tpl.body.includes("{officeName}") && (
<p className="text-xs text-muted-foreground italic pl-1">
Preview: {previewTemplate(tpl.body, officeName)}
</p>
)}
{/* Save button */}
<Button
type="button"
size="sm"
disabled={saveSmsListMutation.isPending}
className="bg-teal-600 hover:bg-teal-700 text-white"
onClick={() => saveSmsListMutation.mutate(smsTemplates)}
>
{saveSmsListMutation.isPending ? "Saving…" : "Save"}
</Button>
</div>
))}
</div>
)}
</CardContent>
</Card>
{/* ── Section 1: Chat Templates ────────────────────────────── */}
<Card>
<CardContent className="py-6 space-y-5">

View File

@@ -21,13 +21,13 @@ type OfficeContact = {
const DEFAULTS = {
reminderSms:
"Hi {firstName}, this is a reminder from {officeName}. You have an appointment on {appointmentDate} at {appointmentTime}. Please reply YES to confirm or NO to reschedule. Thank you!",
"Hi {firstName}, this is a reminder from {officeName}. You have an appointment on {appointmentDate} at {appointmentTime}. Please come to our office at {officeAddress}. Please reply YES to confirm or NO to reschedule. Thank you!",
reminderGreeting:
"Hi! My name is Lisa, the dedicated AI assistant at {officeName}. I can confirm or reschedule your appointment and answer general questions 24/7. How can I help you today?",
"Hi! My name is Lisa, the dedicated AI assistant at {officeName}. I can confirm or reschedule your appointment and answer general questions 24/7. I will reply you message at any time you need.",
newPatientGreeting:
"Hi! My name is Lisa, the dedicated AI assistant at {officeName}. I can help you schedule an appointment, check your insurance, and answer general questions 24/7. How can I help you today?",
generalFallback:
"How can I help you today?",
"Hi! My name is Lisa, the dedicated AI assistant at {officeName}. How can I help you today?",
rescheduleGreeting:
"Hi! My name is Lisa, the dedicated AI assistant at {officeName}. I can help you find a new appointment time that works for you. Would you like to reschedule your appointment?",
};

View File

@@ -12,6 +12,10 @@ type OfficeContact = {
phoneNumber?: string | null;
email?: string | null;
fax?: string | null;
streetAddress?: string | null;
city?: string | null;
state?: string | null;
zipCode?: string | null;
};
export function OfficeContactCard() {
@@ -23,6 +27,10 @@ export function OfficeContactCard() {
const [phoneNumber, setPhoneNumber] = useState("");
const [email, setEmail] = useState("");
const [fax, setFax] = useState("");
const [streetAddress, setStreetAddress] = useState("");
const [city, setCity] = useState("");
const [state, setState] = useState("");
const [zipCode, setZipCode] = useState("");
const { data: contact, isLoading } = useQuery<OfficeContact | null>({
queryKey: ["/api/office-contact"],
@@ -41,6 +49,10 @@ export function OfficeContactCard() {
setPhoneNumber(contact.phoneNumber ?? "");
setEmail(contact.email ?? "");
setFax(contact.fax ?? "");
setStreetAddress(contact.streetAddress ?? "");
setCity(contact.city ?? "");
setState(contact.state ?? "");
setZipCode(contact.zipCode ?? "");
}
}, [contact]);
@@ -64,7 +76,7 @@ export function OfficeContactCard() {
const handleSubmit = (e: React.FormEvent) => {
e.preventDefault();
saveMutation.mutate({ officeName, receptionistName, dentistName, phoneNumber, email, fax });
saveMutation.mutate({ officeName, receptionistName, dentistName, phoneNumber, email, fax, streetAddress, city, state, zipCode });
};
return (
@@ -149,6 +161,54 @@ export function OfficeContactCard() {
</div>
</div>
<div className="pt-2">
<h4 className="text-sm font-semibold text-gray-700 mb-3">Office Address</h4>
<div className="space-y-3">
<div>
<label className="block text-sm font-medium">Street Address</label>
<input
type="text"
value={streetAddress}
onChange={(e) => setStreetAddress(e.target.value)}
className="mt-1 p-2 border rounded w-full text-sm"
placeholder="e.g. 123 Main Street"
/>
</div>
<div className="grid grid-cols-1 gap-3 sm:grid-cols-3">
<div>
<label className="block text-sm font-medium">City</label>
<input
type="text"
value={city}
onChange={(e) => setCity(e.target.value)}
className="mt-1 p-2 border rounded w-full text-sm"
placeholder="e.g. Framingham"
/>
</div>
<div>
<label className="block text-sm font-medium">State</label>
<input
type="text"
value={state}
onChange={(e) => setState(e.target.value)}
className="mt-1 p-2 border rounded w-full text-sm"
placeholder="e.g. MA"
/>
</div>
<div>
<label className="block text-sm font-medium">ZIP Code</label>
<input
type="text"
value={zipCode}
onChange={(e) => setZipCode(e.target.value)}
className="mt-1 p-2 border rounded w-full text-sm"
placeholder="e.g. 01701"
/>
</div>
</div>
</div>
</div>
<div className="pt-1">
<button
type="submit"