feat: add Twilio SMS/call integration with settings, templates, and conversation history
This commit is contained in:
Gitead
@@ -21,10 +21,7 @@ export function MessageThread({ patient, onBack }: MessageThreadProps) {
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const { data: communications = [], isLoading } = useQuery<Communication[]>({
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queryKey: ["/api/patients", patient.id, "communications"],
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queryFn: async () => {
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const res = await fetch(`/api/patients/${patient.id}/communications`, {
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credentials: "include",
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});
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if (!res.ok) throw new Error("Failed to fetch communications");
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const res = await apiRequest("GET", `/api/patients/${patient.id}/communications`);
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return res.json();
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},
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refetchInterval: 5000, // Refresh every 5 seconds to get new messages
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@@ -1,5 +1,5 @@
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import { useState } from "react";
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import { useMutation } from "@tanstack/react-query";
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import { useState, useEffect } from "react";
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import { useQuery, useMutation } from "@tanstack/react-query";
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import { Button } from "@/components/ui/button";
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import {
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Dialog,
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@@ -18,9 +18,9 @@ import {
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} from "@/components/ui/select";
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import { Textarea } from "@/components/ui/textarea";
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import { Label } from "@/components/ui/label";
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import { MessageSquare, Send, Loader2 } from "lucide-react";
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import { MessageSquare, Send, Loader2, Save } from "lucide-react";
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import { useToast } from "@/hooks/use-toast";
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import { apiRequest } from "@/lib/queryClient";
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import { apiRequest, queryClient } from "@/lib/queryClient";
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import type { Patient } from "@repo/db/types";
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interface SmsTemplateDialogProps {
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@@ -29,119 +29,109 @@ interface SmsTemplateDialogProps {
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patient: Patient | null;
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}
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const MESSAGE_TEMPLATES = {
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const DEFAULT_TEMPLATES: Record<string, { name: string; body: string }> = {
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appointment_reminder: {
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name: "Appointment Reminder",
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template: (firstName: string) =>
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body: (firstName: string) =>
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`Hi ${firstName}, this is your dental office. Reminder: You have an appointment scheduled. Please confirm or call us if you need to reschedule.`,
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},
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} as any,
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appointment_confirmation: {
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name: "Appointment Confirmation",
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template: (firstName: string) =>
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body: (firstName: string) =>
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`Hi ${firstName}, your appointment has been confirmed. We look forward to seeing you! If you have any questions, please call our office.`,
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},
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} as any,
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follow_up: {
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name: "Follow-Up",
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template: (firstName: string) =>
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body: (firstName: string) =>
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`Hi ${firstName}, thank you for visiting our dental office. How are you feeling after your treatment? Please let us know if you have any concerns.`,
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},
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} as any,
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payment_reminder: {
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name: "Payment Reminder",
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template: (firstName: string) =>
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body: (firstName: string) =>
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`Hi ${firstName}, this is a friendly reminder about your outstanding balance. Please contact our office to discuss payment options.`,
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},
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} as any,
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general: {
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name: "General Message",
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template: (firstName: string) =>
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`Hi ${firstName}, this is your dental office. `,
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},
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body: (firstName: string) => `Hi ${firstName}, this is your dental office. `,
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} as any,
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custom: {
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name: "Custom Message",
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template: () => "",
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},
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body: () => "",
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} as any,
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};
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const TEMPLATE_KEYS = Object.keys(DEFAULT_TEMPLATES);
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function getDefaultBody(key: string, firstName: string): string {
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const t = DEFAULT_TEMPLATES[key];
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if (!t) return "";
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return typeof t.body === "function" ? (t.body as any)(firstName) : t.body;
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}
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export function SmsTemplateDialog({
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open,
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onOpenChange,
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patient,
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}: SmsTemplateDialogProps) {
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const [selectedTemplate, setSelectedTemplate] = useState<
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keyof typeof MESSAGE_TEMPLATES
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>("appointment_reminder");
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const [customMessage, setCustomMessage] = useState("");
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const [selectedKey, setSelectedKey] = useState("appointment_reminder");
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const [messageText, setMessageText] = useState("");
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const { toast } = useToast();
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const sendSmsMutation = useMutation({
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mutationFn: async ({
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to,
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message,
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patientId,
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}: {
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to: string;
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message: string;
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patientId: number;
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}) => {
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const { data: savedTemplates = {} } = useQuery<Record<string, string>>({
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queryKey: ["/api/twilio/templates"],
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enabled: open,
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});
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// Resolve effective body for a given key (saved override or default)
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const resolveBody = (key: string) => {
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if (key === "custom") return "";
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if (savedTemplates[key]) {
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// Replace placeholder first name with actual patient name
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return savedTemplates[key].replace(/^Hi \w+,/, `Hi ${patient?.firstName ?? ""},`);
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}
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return getDefaultBody(key, patient?.firstName ?? "");
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};
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// When dialog opens or template changes, populate message
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useEffect(() => {
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if (open) setMessageText(resolveBody(selectedKey));
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}, [open, selectedKey, savedTemplates, patient?.firstName]);
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const sendMutation = useMutation({
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mutationFn: async (message: string) => {
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return apiRequest("POST", "/api/twilio/send-sms", {
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to,
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to: patient!.phone,
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message,
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patientId,
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patientId: patient!.id,
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});
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},
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onSuccess: () => {
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toast({
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title: "SMS Sent Successfully",
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description: `Message sent to ${patient?.firstName} ${patient?.lastName}`,
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});
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toast({ title: "SMS Sent", description: `Message sent to ${patient?.firstName} ${patient?.lastName}` });
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onOpenChange(false);
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// Reset state
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setSelectedTemplate("appointment_reminder");
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setCustomMessage("");
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setSelectedKey("appointment_reminder");
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setMessageText("");
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},
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onError: (error: any) => {
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toast({
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title: "Failed to Send SMS",
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description:
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error.message ||
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"Please check your Twilio configuration and try again.",
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variant: "destructive",
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});
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onError: (err: any) => {
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toast({ title: "Failed to Send SMS", description: err.message || "Please check your Twilio configuration.", variant: "destructive" });
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},
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});
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const getMessage = () => {
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if (!patient) return "";
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const updateMutation = useMutation({
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mutationFn: async ({ key, body }: { key: string; body: string }) => {
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return apiRequest("PUT", `/api/twilio/templates/${key}`, { body });
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},
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onSuccess: () => {
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queryClient.invalidateQueries({ queryKey: ["/api/twilio/templates"] });
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toast({ title: "Template Updated", description: "This template will be used going forward." });
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},
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onError: (err: any) => {
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toast({ title: "Failed to Update Template", description: err.message, variant: "destructive" });
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},
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});
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if (selectedTemplate === "custom") {
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return customMessage;
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}
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return MESSAGE_TEMPLATES[selectedTemplate].template(patient.firstName);
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};
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const handleSend = () => {
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if (!patient || !patient.phone) return;
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const message = getMessage();
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if (!message.trim()) return;
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sendSmsMutation.mutate({
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to: patient.phone,
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message: message,
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patientId: Number(patient.id),
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});
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};
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const handleTemplateChange = (value: string) => {
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const templateKey = value as keyof typeof MESSAGE_TEMPLATES;
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setSelectedTemplate(templateKey);
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// Pre-fill custom message if not custom template
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if (templateKey !== "custom" && patient) {
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setCustomMessage(
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MESSAGE_TEMPLATES[templateKey].template(patient.firstName)
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);
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}
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const handleTemplateChange = (key: string) => {
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setSelectedKey(key);
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setMessageText(resolveBody(key));
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};
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return (
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@@ -153,24 +143,22 @@ export function SmsTemplateDialog({
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Send SMS to {patient?.firstName} {patient?.lastName}
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</DialogTitle>
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<DialogDescription>
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Choose a message template or write a custom message
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Choose a template or write a custom message
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</DialogDescription>
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</DialogHeader>
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<div className="space-y-4 py-4">
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<div className="space-y-2">
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<Label htmlFor="template">Message Template</Label>
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<Select
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value={selectedTemplate}
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onValueChange={handleTemplateChange}
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>
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<SelectTrigger id="template" data-testid="select-sms-template">
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<Label>Message Template</Label>
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<Select value={selectedKey} onValueChange={handleTemplateChange}>
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<SelectTrigger data-testid="select-sms-template">
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<SelectValue placeholder="Select a template" />
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</SelectTrigger>
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<SelectContent>
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{Object.entries(MESSAGE_TEMPLATES).map(([key, value]) => (
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{TEMPLATE_KEYS.map((key) => (
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<SelectItem key={key} value={key}>
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{value.name}
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{DEFAULT_TEMPLATES[key]?.name ?? key}
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{savedTemplates[key] ? " ✎" : ""}
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</SelectItem>
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))}
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</SelectContent>
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@@ -178,13 +166,29 @@ export function SmsTemplateDialog({
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</div>
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<div className="space-y-2">
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<Label htmlFor="message">Message Preview</Label>
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<div className="flex items-center justify-between">
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<Label>Message</Label>
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{selectedKey !== "custom" && (
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<Button
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type="button"
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variant="outline"
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size="sm"
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className="h-7 text-xs gap-1"
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disabled={!messageText.trim() || updateMutation.isPending}
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onClick={() => updateMutation.mutate({ key: selectedKey, body: messageText })}
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>
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{updateMutation.isPending ? (
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<Loader2 className="h-3 w-3 animate-spin" />
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) : (
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<Save className="h-3 w-3" />
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)}
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{updateMutation.isPending ? "Saving..." : "Update Template"}
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</Button>
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)}
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</div>
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<Textarea
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id="message"
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value={
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selectedTemplate === "custom" ? customMessage : getMessage()
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}
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onChange={(e) => setCustomMessage(e.target.value)}
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value={messageText}
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onChange={(e) => setMessageText(e.target.value)}
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placeholder="Type your message here..."
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rows={5}
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className="resize-none"
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@@ -203,21 +207,17 @@ export function SmsTemplateDialog({
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Cancel
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</Button>
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<Button
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onClick={handleSend}
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disabled={
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!patient?.phone ||
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!getMessage().trim() ||
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sendSmsMutation.isPending
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}
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onClick={() => sendMutation.mutate(messageText)}
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disabled={!patient?.phone || !messageText.trim() || sendMutation.isPending || !patient}
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className="gap-2"
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data-testid="button-send-sms"
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>
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{sendSmsMutation.isPending ? (
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{sendMutation.isPending ? (
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<Loader2 className="h-4 w-4 animate-spin" />
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) : (
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<Send className="h-4 w-4" />
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)}
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{sendSmsMutation.isPending ? "Sending..." : "Send SMS"}
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{sendMutation.isPending ? "Sending..." : "Send SMS"}
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</Button>
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</DialogFooter>
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</DialogContent>
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170
apps/Frontend/src/components/settings/twilio-settings-card.tsx
Normal file
170
apps/Frontend/src/components/settings/twilio-settings-card.tsx
Normal file
@@ -0,0 +1,170 @@
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import { useState, useEffect } from "react";
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import { useQuery, useMutation } from "@tanstack/react-query";
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import { Card, CardContent } from "@/components/ui/card";
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import { Eye, EyeOff, CheckCircle } from "lucide-react";
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import { useToast } from "@/hooks/use-toast";
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import { apiRequest, queryClient } from "@/lib/queryClient";
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type TwilioSettings = {
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id?: number;
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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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};
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export function TwilioSettingsCard() {
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const { toast } = useToast();
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const [accountSid, setAccountSid] = useState("");
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const [authToken, setAuthToken] = useState("");
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const [phoneNumber, setPhoneNumber] = useState("");
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const [greetingMessage, setGreetingMessage] = useState("");
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const [showAuthToken, setShowAuthToken] = useState(false);
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const { data: settings, isLoading } = useQuery<TwilioSettings | null>({
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queryKey: ["/api/twilio/settings"],
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queryFn: async () => {
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const res = await apiRequest("GET", "/api/twilio/settings");
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if (!res.ok) return null;
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return res.json();
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},
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});
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useEffect(() => {
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if (settings) {
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setAccountSid(settings.accountSid ?? "");
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setAuthToken(settings.authToken ?? "");
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setPhoneNumber(settings.phoneNumber ?? "");
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setGreetingMessage(settings.greetingMessage ?? "");
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}
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}, [settings]);
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const saveMutation = useMutation({
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mutationFn: async (data: TwilioSettings) => {
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const res = await apiRequest("PUT", "/api/twilio/settings", data);
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if (!res.ok) {
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const err = await res.json().catch(() => null);
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throw new Error(err?.message || "Failed to save Twilio settings");
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}
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return res.json();
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},
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onSuccess: () => {
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queryClient.invalidateQueries({ queryKey: ["/api/twilio/settings"] });
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toast({ title: "Twilio Settings Saved", description: "Your Twilio credentials have been saved." });
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},
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onError: (err: any) => {
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toast({ title: "Error", description: err?.message || "Failed to save settings", variant: "destructive" });
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},
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});
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const handleSubmit = (e: React.FormEvent) => {
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e.preventDefault();
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if (!accountSid.trim() || !authToken.trim() || !phoneNumber.trim()) return;
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saveMutation.mutate({ accountSid: accountSid.trim(), authToken: authToken.trim(), phoneNumber: phoneNumber.trim(), greetingMessage: greetingMessage.trim() || null });
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};
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const isConfigured = !!(settings?.accountSid && settings?.authToken && settings?.phoneNumber);
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return (
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<Card>
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<CardContent className="space-y-4 py-6">
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<div className="flex items-center gap-2">
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<h3 className="text-lg font-semibold">Twilio Settings</h3>
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{isConfigured && (
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<span className="flex items-center gap-1 text-xs text-green-600 font-medium">
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<CheckCircle className="h-3.5 w-3.5" /> Configured
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</span>
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)}
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</div>
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<p className="text-sm text-gray-500">
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Enter your Twilio credentials to enable SMS and calling features. Find these in your{" "}
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<span className="font-medium">Twilio Console</span> → Account Info.
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</p>
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{isLoading ? (
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<p className="text-sm text-gray-400">Loading...</p>
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) : (
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<form className="space-y-4" onSubmit={handleSubmit}>
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<div>
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<label className="block text-sm font-medium">Account SID</label>
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<input
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type="text"
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value={accountSid}
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onChange={(e) => setAccountSid(e.target.value)}
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className="mt-1 p-2 border rounded w-full font-mono text-sm"
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placeholder="ACxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx"
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required
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/>
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</div>
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<div>
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<label className="block text-sm font-medium">Auth Token</label>
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<div className="relative mt-1">
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<input
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type={showAuthToken ? "text" : "password"}
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value={authToken}
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onChange={(e) => setAuthToken(e.target.value)}
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className="p-2 border rounded w-full pr-10 font-mono text-sm"
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placeholder="••••••••••••••••••••••••••••••••"
|
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required
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/>
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<button
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type="button"
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onClick={() => setShowAuthToken((v) => !v)}
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className="absolute inset-y-0 right-2 flex items-center text-gray-500 hover:text-gray-700"
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tabIndex={-1}
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>
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{showAuthToken ? <EyeOff size={16} /> : <Eye size={16} />}
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</button>
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</div>
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</div>
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<div>
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<label className="block text-sm font-medium">Twilio Phone Number</label>
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<input
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type="text"
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value={phoneNumber}
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onChange={(e) => setPhoneNumber(e.target.value)}
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className="mt-1 p-2 border rounded w-full font-mono text-sm"
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placeholder="+1xxxxxxxxxx"
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required
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/>
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<p className="text-xs text-gray-500 mt-1">Must be in E.164 format, e.g. +16175551234</p>
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</div>
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<div>
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<label className="block text-sm font-medium">Voicemail Greeting</label>
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<textarea
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value={greetingMessage}
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||||
onChange={(e) => setGreetingMessage(e.target.value)}
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||||
className="mt-1 p-2 border rounded w-full text-sm resize-none"
|
||||
rows={3}
|
||||
placeholder="Thank you for calling. Please leave a message after the beep and we will get back to you shortly."
|
||||
/>
|
||||
<p className="text-xs text-gray-500 mt-1">This message plays when a patient calls your Twilio number. Leave blank to use the default.</p>
|
||||
</div>
|
||||
|
||||
<div className="flex items-center gap-3 pt-1">
|
||||
<button
|
||||
type="submit"
|
||||
className="bg-teal-600 text-white px-4 py-2 rounded hover:bg-teal-700 text-sm"
|
||||
disabled={saveMutation.isPending}
|
||||
>
|
||||
{saveMutation.isPending ? "Saving..." : "Save Twilio Settings"}
|
||||
</button>
|
||||
</div>
|
||||
|
||||
{isConfigured && (
|
||||
<div className="mt-2 p-3 bg-gray-50 rounded border text-xs text-gray-600 space-y-1">
|
||||
<p className="font-medium text-gray-700">Twilio Webhook URLs</p>
|
||||
<p>SMS: <code className="bg-white border px-1 rounded">https://communitydentistsoflowell.mydentalofficemanagement.com/api/twilio/webhook/sms</code></p>
|
||||
<p>Voice: <code className="bg-white border px-1 rounded">https://communitydentistsoflowell.mydentalofficemanagement.com/api/twilio/webhook/voice</code></p>
|
||||
<p className="text-gray-400">Set these in your Twilio Console → Phone Numbers → your number</p>
|
||||
</div>
|
||||
)}
|
||||
</form>
|
||||
)}
|
||||
</CardContent>
|
||||
</Card>
|
||||
);
|
||||
}
|
||||
Reference in New Issue
Block a user