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>
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@@ -12,6 +12,10 @@ export const officeContactStorage = {
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phoneNumber?: string;
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email?: string;
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fax?: string;
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streetAddress?: string;
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city?: string;
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state?: string;
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zipCode?: string;
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}) {
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return db.officeContact.upsert({
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where: { userId },
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65
apps/Backend/src/storage/seed-templates.ts
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65
apps/Backend/src/storage/seed-templates.ts
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@@ -0,0 +1,65 @@
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import { prisma as db } from "@repo/db/client";
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// ── Default template values ───────────────────────────────────────────────────
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// Keep these in sync with the frontend constants in ai-chat-settings-card.tsx
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export 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 come to our office at {officeAddress}. Please reply YES to confirm or NO to reschedule. Thank you!";
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export const DEFAULT_AI_CHAT_TEMPLATES = {
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_ai_chat_reminder_sms: DEFAULT_REMINDER_SMS,
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_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.",
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_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?",
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_ai_chat_general_fallback: "Hi! My name is Lisa, the dedicated AI assistant at {officeName}. How can I help you today?",
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_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?",
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};
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export const DEFAULT_SMS_TEMPLATE_LIST = JSON.stringify([
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{
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id: "default-appt-reminder",
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name: "Appointment Reminder SMS",
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body: DEFAULT_REMINDER_SMS,
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},
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{
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id: "default-follow-up",
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name: "Follow up reminder",
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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.",
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},
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]);
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// ── Auto-seed for a single user ───────────────────────────────────────────────
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// Writes defaults only for keys that are not yet set, so existing data is never
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// overwritten. Safe to call on every boot.
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export async function seedTemplatesForUser(userId: number): Promise<void> {
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const settings = await db.twilioSettings.findUnique({ where: { userId } });
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const existing = (settings?.templates as Record<string, string>) || {};
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const patch: Record<string, string> = {};
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for (const [key, value] of Object.entries(DEFAULT_AI_CHAT_TEMPLATES)) {
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if (!existing[key]) patch[key] = value;
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}
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if (!existing["_sms_template_list"]) {
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patch["_sms_template_list"] = DEFAULT_SMS_TEMPLATE_LIST;
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}
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if (Object.keys(patch).length === 0) return; // nothing to seed
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const updated = { ...existing, ...patch };
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await db.twilioSettings.upsert({
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where: { userId },
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update: { templates: updated },
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create: { userId, accountSid: "", authToken: "", phoneNumber: "", templates: updated },
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});
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}
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// ── Seed all existing users ───────────────────────────────────────────────────
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export async function seedAllUsersTemplates(): Promise<void> {
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const users = await db.user.findMany({ select: { id: true } });
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await Promise.all(users.map((u: { id: number }) => seedTemplatesForUser(u.id)));
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if (users.length > 0) {
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console.log(`✅ Seeded AI chat templates for ${users.length} user(s)`);
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}
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}
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@@ -87,6 +87,30 @@ export const twilioStorage = {
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});
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},
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async getSmsTemplateList(userId: number): Promise<{ id: string; name: string; body: string }[]> {
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const settings = await db.twilioSettings.findUnique({ where: { userId } });
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const all = (settings?.templates as Record<string, string>) || {};
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const raw = all["_sms_template_list"];
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if (!raw) return [];
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try { return JSON.parse(raw); } catch { return []; }
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},
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async saveSmsTemplateList(userId: number, templates: { id: string; name: string; body: string }[]) {
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const settings = await db.twilioSettings.findUnique({ where: { userId } });
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const existing = (settings?.templates as Record<string, string>) || {};
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const updated: Record<string, string> = {
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...existing,
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"_sms_template_list": JSON.stringify(templates),
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};
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// Keep _ai_chat_reminder_sms in sync with the first template for batch sends
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if (templates.length > 0) updated["_ai_chat_reminder_sms"] = templates[0]!.body;
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return db.twilioSettings.upsert({
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where: { userId },
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update: { templates: updated },
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create: { userId, accountSid: "", authToken: "", phoneNumber: "", templates: updated },
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});
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},
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async getRecentCommunicationsByUser(userId: number, limit = 20) {
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return db.communication.findMany({
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where: { patient: { userId } },
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