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>

apps/Backend/src/index.ts

@@ -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

apps/Backend/src/routes/office-contact.ts

@@ -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) {

apps/Backend/src/routes/twilio.ts

@@ -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 {

apps/Backend/src/storage/office-contact-storage.ts

@@ -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 },

apps/Backend/src/storage/seed-templates.ts

@@ -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)`);
+  }
+}

apps/Backend/src/storage/twilio-storage.ts

@@ -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 } },