Files
DentalManagementMH05/apps/Frontend/src/components/settings/ai-chat-templates-card.tsx
Gitead 9908e5b5fd feat: AI chat system with LangGraph, multi-step patient flows, and appointment rescheduling
- Add floating chat window Hand-off to AI toggle (per-patient) and after-hours AI toggle (global)
- Add LangGraph-powered appointment reminder flow: AI introduces itself, classifies YES/NO, handles confirmation with appointment date/time
- Add multi-step rescheduling flow: ASAP vs next week, tomorrow offer, Mon/Tue/Wed picker, morning/afternoon time slot — automatically updates appointment in DB
- Add new patient / after-hours flow: new vs existing patient, dental insurance check, MassHealth Selenium eligibility check (auto-uses saved member ID + DOB for existing patients), self-pay fallback
- Add AI Chat Settings page (Settings → Advanced) with editable greeting templates and LangGraph flow diagrams for both reminder and new-patient flows
- Add Schedule a New Patient template option in chat window, starts new-patient conversation flow
- Add GET/PUT endpoints for AI handoff, after-hours handoff, and AI chat templates
- Add multilingual support (7 languages) across all AI reply nodes with LLM generation and hardcoded fallbacks
- Add pending reschedule in-memory store and conversation stage tracking across all flows

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-07 23:21:06 -04:00

210 lines
7.9 KiB
TypeScript

import { useState, useEffect, useRef } from "react";
import { useQuery, useMutation } from "@tanstack/react-query";
import { Card, CardContent } from "@/components/ui/card";
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 } from "lucide-react";
type AiChatTemplates = {
reminderGreeting: string;
newPatientGreeting: string;
generalFallback: string;
};
type OfficeContact = {
officeName?: string | null;
};
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. How can I help you today?",
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?",
};
function preview(text: string, officeName: string) {
return text.replace(/\{officeName\}/g, officeName || "your dental office");
}
export function AiChatTemplatesCard() {
const { toast } = useToast();
const [reminderGreeting, setReminderGreeting] = useState(DEFAULTS.reminderGreeting);
const [newPatientGreeting, setNewPatientGreeting] = useState(DEFAULTS.newPatientGreeting);
const [generalFallback, setGeneralFallback] = useState(DEFAULTS.generalFallback);
const initialized = useRef(false);
const { data: officeContact } = useQuery<OfficeContact | null>({
queryKey: ["/api/office-contact"],
queryFn: async () => {
const res = await apiRequest("GET", "/api/office-contact");
if (!res.ok) return null;
return res.json();
},
staleTime: 60_000,
});
const { data: templates, isLoading } = useQuery<AiChatTemplates>({
queryKey: ["/api/ai/chat-templates"],
queryFn: async () => {
const res = await apiRequest("GET", "/api/ai/chat-templates");
if (!res.ok) throw new Error("Failed to load templates");
return res.json();
},
staleTime: Infinity, // never silently refetch and overwrite user edits
refetchOnWindowFocus: false,
});
// Seed state from server on first successful load only
useEffect(() => {
if (templates && !initialized.current) {
initialized.current = true;
setReminderGreeting(templates.reminderGreeting || DEFAULTS.reminderGreeting);
setNewPatientGreeting(templates.newPatientGreeting || DEFAULTS.newPatientGreeting);
setGeneralFallback(templates.generalFallback || DEFAULTS.generalFallback);
}
}, [templates]);
const saveMutation = useMutation({
mutationFn: async (data: AiChatTemplates) => {
const res = await apiRequest("PUT", "/api/ai/chat-templates", data);
if (!res.ok) {
const err = await res.json().catch(() => null);
throw new Error(err?.message || "Failed to save templates");
}
return res.json();
},
onSuccess: () => {
queryClient.invalidateQueries({ queryKey: ["/api/ai/chat-templates"] });
toast({ title: "Templates saved", description: "AI chat templates have been updated." });
},
onError: (err: any) => {
toast({ title: "Error", description: err?.message, variant: "destructive" });
},
});
const handleSubmit = (e: React.FormEvent) => {
e.preventDefault();
saveMutation.mutate({
reminderGreeting: reminderGreeting.trim() || DEFAULTS.reminderGreeting,
newPatientGreeting: newPatientGreeting.trim() || DEFAULTS.newPatientGreeting,
generalFallback: generalFallback.trim() || DEFAULTS.generalFallback,
});
};
const officeName = officeContact?.officeName?.trim() || "";
const templates_list = [
{
key: "reminder" as const,
icon: <CalendarCheck className="h-4 w-4 text-primary" />,
label: "Appointment Reminder Reply",
description: "Sent when the AI introduces itself after the office sends an appointment reminder.",
value: reminderGreeting,
onChange: setReminderGreeting,
placeholder: DEFAULTS.reminderGreeting,
},
{
key: "newPatient" as const,
icon: <UserPlus className="h-4 w-4 text-primary" />,
label: "New Patient Greeting",
description: "Sent when a new patient texts in for the first time.",
value: newPatientGreeting,
onChange: setNewPatientGreeting,
placeholder: DEFAULTS.newPatientGreeting,
},
{
key: "general" as const,
icon: <MessageCircle className="h-4 w-4 text-primary" />,
label: "General Fallback",
description: "Used when the AI cannot determine the context of the patient's message.",
value: generalFallback,
onChange: setGeneralFallback,
placeholder: DEFAULTS.generalFallback,
},
];
return (
<Card>
<CardContent className="py-6 space-y-6">
{/* Header */}
<div className="flex items-center gap-2">
<Bot className="h-5 w-5 text-primary" />
<h3 className="text-lg font-semibold">AI Chat Templates</h3>
</div>
<p className="text-sm text-muted-foreground">
Customize how your AI assistant introduces itself and responds to patients. Use{" "}
<code className="bg-muted px-1 py-0.5 rounded text-xs font-mono">{"{officeName}"}</code>{" "}
as a placeholder it will be replaced automatically with your dental office name.
</p>
{/* Office name hint */}
{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>
)}
{isLoading ? (
<p className="text-sm text-muted-foreground">Loading templates...</p>
) : (
<form onSubmit={handleSubmit} className="space-y-6">
{templates_list.map((t) => (
<div key={t.key} className="space-y-2">
<div className="flex items-center gap-2">
{t.icon}
<span className="text-sm font-medium">{t.label}</span>
</div>
<p className="text-xs text-muted-foreground">{t.description}</p>
<Textarea
value={t.value}
onChange={(e) => t.onChange(e.target.value)}
placeholder={t.placeholder}
rows={3}
className="text-sm resize-none"
/>
{/* Live preview */}
{officeName && t.value.includes("{officeName}") && (
<p className="text-xs text-muted-foreground italic pl-1">
Preview: {preview(t.value, officeName)}
</p>
)}
</div>
))}
<div className="flex items-center gap-3 pt-2">
<Button
type="submit"
disabled={saveMutation.isPending}
className="bg-teal-600 hover:bg-teal-700 text-white"
>
{saveMutation.isPending ? "Saving..." : "Save Templates"}
</Button>
<Button
type="button"
variant="ghost"
className="text-xs text-muted-foreground"
onClick={() => {
setReminderGreeting(DEFAULTS.reminderGreeting);
setNewPatientGreeting(DEFAULTS.newPatientGreeting);
setGeneralFallback(DEFAULTS.generalFallback);
}}
>
Reset to defaults
</Button>
</div>
</form>
)}
</CardContent>
</Card>
);
}