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:
@@ -22,7 +22,7 @@ router.put("/", async (req: Request, res: Response): Promise<any> => {
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const userId = req.user?.id;
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if (!userId) return res.status(401).json({ message: "Unauthorized" });
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const { officeName, receptionistName, dentistName, phoneNumber, email, fax } = req.body;
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const { officeName, receptionistName, dentistName, phoneNumber, email, fax, streetAddress, city, state, zipCode } = req.body;
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const record = await storage.upsertOfficeContact(userId, {
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officeName: officeName ?? undefined,
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receptionistName: receptionistName ?? undefined,
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@@ -30,6 +30,10 @@ router.put("/", async (req: Request, res: Response): Promise<any> => {
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phoneNumber: phoneNumber ?? undefined,
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email: email ?? undefined,
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fax: fax ?? undefined,
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streetAddress: streetAddress ?? undefined,
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city: city ?? undefined,
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state: state ?? undefined,
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zipCode: zipCode ?? undefined,
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});
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return res.status(200).json(record);
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} catch (err) {
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@@ -132,13 +132,19 @@ router.post("/send-reminders-batch", async (req: Request, res: Response): Promis
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return res.status(400).json({ message: "Twilio is not configured. Please add your Twilio credentials in Settings." });
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}
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// Resolve office name and reminder SMS template
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// Resolve office name, address, and reminder SMS template
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const officeContact = await storage.getOfficeContact(userId);
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const officeName = (officeContact as any)?.officeName?.trim() || "";
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const officeAddress = [
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(officeContact as any)?.streetAddress?.trim(),
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(officeContact as any)?.city?.trim(),
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(officeContact as any)?.state?.trim(),
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(officeContact as any)?.zipCode?.trim(),
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].filter(Boolean).join(", ");
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const chatTemplates = await storage.getAiChatTemplates(userId);
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const DEFAULT_REMINDER_SMS =
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"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!";
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"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!";
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const templateBody = chatTemplates.reminderSms?.trim() || DEFAULT_REMINDER_SMS;
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// Fetch appointments for the selected staff columns on the given date
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@@ -187,6 +193,7 @@ router.post("/send-reminders-batch", async (req: Request, res: Response): Promis
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const message = templateBody
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.replace(/\{firstName\}/g, patient.firstName ?? "")
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.replace(/\{officeName\}/g, officeName)
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.replace(/\{officeAddress\}/g, officeAddress)
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.replace(/\{appointmentDate\}/g, apptDate)
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.replace(/\{appointmentTime\}/g, apptTime)
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.replace(/\{date\}/g, apptDate)
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@@ -222,6 +229,32 @@ router.post("/send-reminders-batch", async (req: Request, res: Response): Promis
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}
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});
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// GET /api/twilio/sms-template-list
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router.get("/sms-template-list", async (req: Request, res: Response): Promise<any> => {
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try {
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const userId = req.user?.id;
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if (!userId) return res.status(401).json({ message: "Unauthorized" });
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const list = await storage.getSmsTemplateList(userId);
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return res.status(200).json(list);
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} catch (err) {
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return res.status(500).json({ error: "Failed to fetch SMS templates", details: String(err) });
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}
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});
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// PUT /api/twilio/sms-template-list
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router.put("/sms-template-list", async (req: Request, res: Response): Promise<any> => {
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try {
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const userId = req.user?.id;
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if (!userId) return res.status(401).json({ message: "Unauthorized" });
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const templates = req.body;
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if (!Array.isArray(templates)) return res.status(400).json({ message: "Expected an array of templates" });
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await storage.saveSmsTemplateList(userId, templates);
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return res.status(200).json({ ok: true });
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} catch (err) {
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return res.status(500).json({ error: "Failed to save SMS templates", details: String(err) });
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}
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});
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// GET /api/twilio/templates
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router.get("/templates", async (req: Request, res: Response): Promise<any> => {
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try {
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