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>
This commit is contained in:
Gitead
2026-05-07 23:21:06 -04:00
parent 86dd685342
commit 9908e5b5fd
317 changed files with 6533 additions and 274 deletions

View File

@@ -245,6 +245,11 @@ export function Sidebar() {
path: "/settings/ai",
icon: <Bot className="h-4 w-4 text-gray-400" />,
},
{
name: "AI Chat Settings",
path: "/settings/aichat",
icon: <Bot className="h-4 w-4 text-gray-400" />,
},
],
},
],

View File

@@ -11,7 +11,8 @@ import {
} from "@/components/ui/select";
import { useToast } from "@/hooks/use-toast";
import { apiRequest, queryClient } from "@/lib/queryClient";
import { Send, ArrowLeft, FileText, Globe } from "lucide-react";
import { Send, ArrowLeft, FileText, Globe, Bot, UserPlus } from "lucide-react";
import { Switch } from "@/components/ui/switch";
import type { Patient, Communication } from "@repo/db/types";
import { format, isToday, isYesterday, parseISO } from "date-fns";
import { es, pt, zhCN, zhTW, ar, fr } from "date-fns/locale";
@@ -264,6 +265,37 @@ export function MessageThread({ patient, onBack, appointmentInfo }: MessageThrea
: "English"
);
const messagesEndRef = useRef<HTMLDivElement>(null);
const [handOffToAI, setHandOffToAI] = useState(true);
const [pendingStartFlow, setPendingStartFlow] = useState<"new_patient" | null>(null);
useQuery<{ enabled: boolean }>({
queryKey: ["/api/twilio/ai-handoff", patient.id],
queryFn: async () => {
const res = await apiRequest("GET", `/api/twilio/ai-handoff/${patient.id}`);
return res.json();
},
onSuccess: (data: { enabled: boolean }) => setHandOffToAI(data.enabled),
} as any);
const { data: aiChatTemplates } = useQuery<{ newPatientGreeting: string } | null>({
queryKey: ["/api/ai/chat-templates"],
queryFn: async () => {
const res = await apiRequest("GET", "/api/ai/chat-templates");
if (!res.ok) return null;
return res.json();
},
staleTime: 60_000,
});
const handoffMutation = useMutation({
mutationFn: async (enabled: boolean) =>
apiRequest("PUT", `/api/twilio/ai-handoff/${patient.id}`, { enabled }),
});
const handleHandoffToggle = (enabled: boolean) => {
setHandOffToAI(enabled);
handoffMutation.mutate(enabled);
};
const { data: officeContact } = useQuery<OfficeContact | null>({
queryKey: ["/api/office-contact"],
@@ -290,9 +322,11 @@ export function MessageThread({ patient, onBack, appointmentInfo }: MessageThrea
to: patient.phone,
message,
patientId: patient.id,
...(pendingStartFlow ? { startFlow: pendingStartFlow } : {}),
}),
onSuccess: () => {
setMessageText("");
setPendingStartFlow(null);
queryClient.invalidateQueries({ queryKey: ["/api/patients", patient.id, "communications"] });
toast({ title: "Message sent", description: "Your message has been sent successfully." });
},
@@ -395,14 +429,29 @@ export function MessageThread({ patient, onBack, appointmentInfo }: MessageThrea
<Select
value=""
onValueChange={(key) => {
const tpl = templates.find((t) => t.key === key);
if (tpl) setMessageText(tpl.body);
if (key === "__new_patient__") {
const greeting = aiChatTemplates?.newPatientGreeting ||
"Hi! My name is Lisa, the dedicated AI assistant at our dental office. I can help you schedule an appointment, check your insurance, and answer general questions 24/7. How can I help you today?";
setMessageText(greeting);
setPendingStartFlow("new_patient");
} else {
const tpl = templates.find((t) => t.key === key);
if (tpl) { setMessageText(tpl.body); setPendingStartFlow(null); }
}
}}
>
<SelectTrigger className="h-7 text-xs border-dashed w-[180px]">
<SelectValue placeholder="Use a template…" />
</SelectTrigger>
<SelectContent>
{/* New patient scheduling — uses AI New Patient Greeting */}
<SelectItem value="__new_patient__" className="text-xs font-medium text-primary">
<span className="flex items-center gap-1.5">
<UserPlus className="h-3 w-3" />
Schedule a New Patient
</span>
</SelectItem>
<div className="my-1 border-t" />
{templates.map((t) => (
<SelectItem key={t.key} value={t.key} className="text-xs">
{t.label}
@@ -411,6 +460,25 @@ export function MessageThread({ patient, onBack, appointmentInfo }: MessageThrea
</SelectContent>
</Select>
</div>
{/* New-patient flow indicator */}
{pendingStartFlow === "new_patient" && (
<div className="flex items-center gap-1 text-xs text-primary bg-primary/5 border border-primary/20 rounded px-2 py-0.5">
<UserPlus className="h-3 w-3" />
New patient flow
</div>
)}
{/* AI handoff toggle */}
<div className="flex items-center gap-1.5 ml-auto">
<Bot className={`h-3.5 w-3.5 flex-shrink-0 ${handOffToAI ? "text-primary" : "text-muted-foreground"}`} />
<span className="text-xs text-muted-foreground">Hand off to AI</span>
<Switch
checked={handOffToAI}
onCheckedChange={handleHandoffToggle}
className="scale-75 origin-left"
/>
</div>
</div>
</div>

View File

@@ -0,0 +1,751 @@
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, GitFork } from "lucide-react";
import { Tabs, TabsList, TabsTrigger, TabsContent } from "@/components/ui/tabs";
// ─── Types ────────────────────────────────────────────────────────────────────
type AiChatTemplates = {
reminderGreeting: string;
newPatientGreeting: string;
generalFallback: string;
};
type OfficeContact = {
officeName?: string | null;
};
// ─── Defaults ─────────────────────────────────────────────────────────────────
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. I will reply your message at any time you need.",
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 previewTemplate(text: string, officeName: string) {
return text.replace(/\{officeName\}/g, officeName || "your dental office");
}
// ─── LangGraph flow diagram (SVG) ─────────────────────────────────────────────
function LangGraphFlow() {
const W = 620;
const cx = W / 2; // 310
const nodeW = 200;
const nx = cx - nodeW / 2; // 210
// sequential node y positions & heights
const n1y = 16, n1h = 58;
const n2y = 116, n2h = 58;
const n3y = 216, n3h = 78;
// fork geometry
const forkHY = n3y + n3h + 22; // 316
const lcx = 150, rcx = 470; // branch centers (balanced around 310)
// main branch nodes
const branchY = forkHY + 58; // 374
const branchW = 220;
const branchH = 88;
const branchBottom = branchY + branchH; // 462
// ── Rescheduling sub-tree (below NO/left branch at lcx=150) ──────────────
const rsForkHY = branchBottom + 28; // 490 patient says YES/NO to reschedule
const rsYesCx = 90;
const rsNoCx = 215;
const rsNodeY = rsForkHY + 32; // 522
const rsNodeH = 54;
// ASAP-or-next-week fork (below rsYesCx=90)
const prefForkHY = rsNodeY + rsNodeH + 22; // 598
const asakCx = 48;
const nwkCx = 138;
const prefNodeY = prefForkHY + 32; // 630
const prefNodeH = 62;
const totalH = prefNodeY + prefNodeH + 54 + 20 + 54 + 22; // time node + DB node + padding
return (
<svg
viewBox={`0 0 ${W} ${totalH}`}
className="w-full max-w-xl mx-auto"
role="img"
aria-label="LangGraph conversation flow diagram"
>
<defs>
{/* Arrowhead marker */}
<marker
id="ah"
markerWidth="10" markerHeight="7"
refX="9" refY="3.5"
orient="auto"
markerUnits="userSpaceOnUse"
>
<polygon points="0 0, 10 3.5, 0 7" fill="#9CA3AF" />
</marker>
</defs>
{/* ── Node 1: Office sends reminder ─────────────────────────── */}
<rect x={nx} y={n1y} width={nodeW} height={n1h} rx={8}
fill="#EFF6FF" stroke="#3B82F6" strokeWidth={1.5} />
<text x={cx} y={n1y + 24} textAnchor="middle" fontSize={13}
fontWeight="600" fill="#1D4ED8">Office sends reminder</text>
<text x={cx} y={n1y + 42} textAnchor="middle" fontSize={10}
fill="#93C5FD">Staff triggers the SMS</text>
{/* Arrow 1 → 2 */}
<line x1={cx} y1={n1y + n1h} x2={cx} y2={n2y - 2}
stroke="#9CA3AF" strokeWidth={1.5} markerEnd="url(#ah)" />
{/* ── Node 2: Patient replies ───────────────────────────────── */}
<rect x={nx} y={n2y} width={nodeW} height={n2h} rx={8}
fill="#F9FAFB" stroke="#D1D5DB" strokeWidth={1.5} />
<text x={cx} y={n2y + 24} textAnchor="middle" fontSize={13}
fontWeight="600" fill="#374151">Patient replies</text>
<text x={cx} y={n2y + 42} textAnchor="middle" fontSize={10}
fill="#9CA3AF">Any message triggers the AI</text>
{/* Arrow 2 → 3 */}
<line x1={cx} y1={n2y + n2h} x2={cx} y2={n3y - 2}
stroke="#9CA3AF" strokeWidth={1.5} markerEnd="url(#ah)" />
{/* ── Node 3: AI introduces itself ──────────────────────────── */}
<rect x={nx} y={n3y} width={nodeW} height={n3h} rx={8}
fill="#ECFDF5" stroke="#10B981" strokeWidth={1.5} />
<text x={cx} y={n3y + 24} textAnchor="middle" fontSize={13}
fontWeight="600" fill="#065F46">AI introduces itself</text>
<text x={cx} y={n3y + 43} textAnchor="middle" fontSize={9}
fill="#6B7280" fontStyle="italic">"Hi! My name is Lisa, the dedicated</text>
<text x={cx} y={n3y + 57} textAnchor="middle" fontSize={9}
fill="#6B7280" fontStyle="italic">AI assistant at {"{officeName}"}..."</text>
{/* ── Fork connectors ───────────────────────────────────────── */}
{/* Vertical down from N3 */}
<line x1={cx} y1={n3y + n3h} x2={cx} y2={forkHY}
stroke="#9CA3AF" strokeWidth={1.5} />
{/* Horizontal fork line */}
<line x1={lcx} y1={forkHY} x2={rcx} y2={forkHY}
stroke="#9CA3AF" strokeWidth={1.5} />
{/* Left drop → NO branch */}
<line x1={lcx} y1={forkHY} x2={lcx} y2={branchY - 2}
stroke="#9CA3AF" strokeWidth={1.5} markerEnd="url(#ah)" />
{/* Right drop → YES branch */}
<line x1={rcx} y1={forkHY} x2={rcx} y2={branchY - 2}
stroke="#9CA3AF" strokeWidth={1.5} markerEnd="url(#ah)" />
{/* ── YES / NO badges on the fork ───────────────────────────── */}
{/* NO badge — left junction */}
<rect x={lcx - 28} y={forkHY - 12} width={56} height={24} rx={12}
fill="#FFF7ED" stroke="#F97316" strokeWidth={1.5} />
<text x={lcx} y={forkHY + 5} textAnchor="middle" fontSize={11}
fontWeight="700" fill="#EA580C">NO</text>
{/* YES badge — right junction */}
<rect x={rcx - 24} y={forkHY - 12} width={48} height={24} rx={12}
fill="#F0FDF4" stroke="#22C55E" strokeWidth={1.5} />
<text x={rcx} y={forkHY + 5} textAnchor="middle" fontSize={11}
fontWeight="700" fill="#15803D">YES</text>
{/* ── Left branch: NO → "Would you like to reschedule?" ───────── */}
<rect x={lcx - branchW/2} y={branchY} width={branchW} height={branchH}
rx={8} fill="#FFF7ED" stroke="#F97316" strokeWidth={1.5} />
<text x={lcx} y={branchY+22} textAnchor="middle" fontSize={12} fontWeight="600" fill="#C2410C">It is understandable!</text>
<text x={lcx} y={branchY+40} textAnchor="middle" fontSize={12} fontWeight="600" fill="#C2410C">Would you like to</text>
<text x={lcx} y={branchY+58} textAnchor="middle" fontSize={12} fontWeight="600" fill="#C2410C">reschedule?</text>
{/* ── Right branch: YES → Confirm ───────────────────────────── */}
<rect x={rcx - branchW/2} y={branchY} width={branchW} height={branchH}
rx={8} fill="#F0FDF4" stroke="#22C55E" strokeWidth={1.5} />
<text x={rcx} y={branchY+22} textAnchor="middle" fontSize={12} fontWeight="600" fill="#15803D">Thank you for</text>
<text x={rcx} y={branchY+40} textAnchor="middle" fontSize={12} fontWeight="600" fill="#15803D">confirming!</text>
<text x={rcx} y={branchY+60} textAnchor="middle" fontSize={9} fill="#9CA3AF" fontStyle="italic">"See you on [date &amp; time]"</text>
{/* ══════════ RESCHEDULING SUB-TREE ══════════════════════════════ */}
{/* Vertical from NO node bottom */}
<line x1={lcx} y1={branchBottom} x2={lcx} y2={rsForkHY} stroke="#9CA3AF" strokeWidth={1.5} />
{/* Horizontal YES/NO fork */}
<line x1={rsYesCx} y1={rsForkHY} x2={rsNoCx} y2={rsForkHY} stroke="#9CA3AF" strokeWidth={1.5} />
<line x1={rsYesCx} y1={rsForkHY} x2={rsYesCx} y2={rsNodeY-2} stroke="#9CA3AF" strokeWidth={1.5} markerEnd="url(#ah)" />
<line x1={rsNoCx} y1={rsForkHY} x2={rsNoCx} y2={rsNodeY-2} stroke="#9CA3AF" strokeWidth={1.5} markerEnd="url(#ah)" />
{/* YES / NO badges */}
<rect x={rsYesCx-20} y={rsForkHY-11} width={40} height={22} rx={11} fill="#F0FDF4" stroke="#22C55E" strokeWidth={1.5} />
<text x={rsYesCx} y={rsForkHY+4} textAnchor="middle" fontSize={10} fontWeight="700" fill="#15803D">YES</text>
<rect x={rsNoCx-18} y={rsForkHY-11} width={36} height={22} rx={11} fill="#F9FAFB" stroke="#9CA3AF" strokeWidth={1.5} />
<text x={rsNoCx} y={rsForkHY+4} textAnchor="middle" fontSize={10} fontWeight="700" fill="#6B7280">NO</text>
{/* YES → "ASAP or next week?" node */}
<rect x={rsYesCx-52} y={rsNodeY} width={104} height={rsNodeH} rx={8} fill="#EFF6FF" stroke="#3B82F6" strokeWidth={1.5} />
<text x={rsYesCx} y={rsNodeY+18} textAnchor="middle" fontSize={10} fontWeight="600" fill="#1D4ED8">ASAP or</text>
<text x={rsYesCx} y={rsNodeY+32} textAnchor="middle" fontSize={10} fontWeight="600" fill="#1D4ED8">next week?</text>
<text x={rsYesCx} y={rsNodeY+46} textAnchor="middle" fontSize={9} fill="#6B7280" fontStyle="italic">(if MonThu appt)</text>
{/* NO → polite close */}
<rect x={rsNoCx-46} y={rsNodeY} width={92} height={rsNodeH} rx={8} fill="#F9FAFB" stroke="#D1D5DB" strokeWidth={1.5} />
<text x={rsNoCx} y={rsNodeY+18} textAnchor="middle" fontSize={10} fontWeight="600" fill="#374151">No problem!</text>
<text x={rsNoCx} y={rsNodeY+36} textAnchor="middle" fontSize={9} fill="#9CA3AF" fontStyle="italic">Conversation ends</text>
{/* Vertical from "ASAP or next week?" down to preference fork */}
<line x1={rsYesCx} y1={rsNodeY+rsNodeH} x2={rsYesCx} y2={prefForkHY} stroke="#9CA3AF" strokeWidth={1.5} />
{/* ASAP / Next week fork */}
<line x1={asakCx} y1={prefForkHY} x2={nwkCx} y2={prefForkHY} stroke="#9CA3AF" strokeWidth={1.5} />
<line x1={asakCx} y1={prefForkHY} x2={asakCx} y2={prefNodeY-2} stroke="#9CA3AF" strokeWidth={1.5} markerEnd="url(#ah)" />
<line x1={nwkCx} y1={prefForkHY} x2={nwkCx} y2={prefNodeY-2} stroke="#9CA3AF" strokeWidth={1.5} markerEnd="url(#ah)" />
{/* ASAP badge */}
<rect x={asakCx-22} y={prefForkHY-11} width={44} height={22} rx={11} fill="#EFF6FF" stroke="#3B82F6" strokeWidth={1.5} />
<text x={asakCx} y={prefForkHY+4} textAnchor="middle" fontSize={9} fontWeight="700" fill="#1D4ED8">ASAP</text>
{/* Next week badge */}
<rect x={nwkCx-30} y={prefForkHY-11} width={60} height={22} rx={11} fill="#F5F3FF" stroke="#8B5CF6" strokeWidth={1.5} />
<text x={nwkCx} y={prefForkHY+4} textAnchor="middle" fontSize={9} fontWeight="700" fill="#6D28D9">Next week</text>
{/* ASAP → "Can you come tomorrow?" */}
<rect x={asakCx-44} y={prefNodeY} width={88} height={prefNodeH} rx={8} fill="#EFF6FF" stroke="#3B82F6" strokeWidth={1.5} />
<text x={asakCx} y={prefNodeY+16} textAnchor="middle" fontSize={10} fontWeight="600" fill="#1D4ED8">Can you come</text>
<text x={asakCx} y={prefNodeY+30} textAnchor="middle" fontSize={10} fontWeight="600" fill="#1D4ED8">tomorrow?</text>
<text x={asakCx} y={prefNodeY+48} textAnchor="middle" fontSize={9} fill="#9CA3AF" fontStyle="italic">YES ask time</text>
{/* Next week → "Mon, Tue, or Wed?" */}
<rect x={nwkCx-46} y={prefNodeY} width={92} height={prefNodeH} rx={8} fill="#F5F3FF" stroke="#8B5CF6" strokeWidth={1.5} />
<text x={nwkCx} y={prefNodeY+16} textAnchor="middle" fontSize={10} fontWeight="600" fill="#5B21B6">Mon, Tue,</text>
<text x={nwkCx} y={prefNodeY+30} textAnchor="middle" fontSize={10} fontWeight="600" fill="#5B21B6">or Wed?</text>
<text x={nwkCx} y={prefNodeY+48} textAnchor="middle" fontSize={9} fill="#9CA3AF" fontStyle="italic"> ask time</text>
{/* ── Time-slot node (shared by both paths) ─────────────────── */}
{/* Left vertical from ASAP node */}
<line x1={asakCx} y1={prefNodeY+prefNodeH} x2={asakCx} y2={prefNodeY+prefNodeH+18}
stroke="#9CA3AF" strokeWidth={1.5} />
{/* Right vertical from NextWeek node */}
<line x1={nwkCx} y1={prefNodeY+prefNodeH} x2={nwkCx} y2={prefNodeY+prefNodeH+18}
stroke="#9CA3AF" strokeWidth={1.5} />
{/* Horizontal converge line */}
<line x1={asakCx} y1={prefNodeY+prefNodeH+18} x2={nwkCx} y2={prefNodeY+prefNodeH+18}
stroke="#9CA3AF" strokeWidth={1.5} />
{/* Drop to time node */}
<line x1={rsYesCx} y1={prefNodeY+prefNodeH+18} x2={rsYesCx} y2={prefNodeY+prefNodeH+36}
stroke="#9CA3AF" strokeWidth={1.5} markerEnd="url(#ah)" />
{/* Time-slot node */}
<rect x={rsYesCx-52} y={prefNodeY+prefNodeH+40} width={104} height={54} rx={8}
fill="#ECFDF5" stroke="#10B981" strokeWidth={1.5} />
<text x={rsYesCx} y={prefNodeY+prefNodeH+58} textAnchor="middle" fontSize={10} fontWeight="600" fill="#065F46">Morning or</text>
<text x={rsYesCx} y={prefNodeY+prefNodeH+72} textAnchor="middle" fontSize={10} fontWeight="600" fill="#065F46">afternoon?</text>
{/* DB update node (dashed) */}
<line x1={rsYesCx} y1={prefNodeY+prefNodeH+94} x2={rsYesCx} y2={prefNodeY+prefNodeH+112}
stroke="#9CA3AF" strokeWidth={1.5} markerEnd="url(#ah)" />
<rect x={rsYesCx-52} y={prefNodeY+prefNodeH+116} width={104} height={54} rx={8}
fill="#F0F9FF" stroke="#0EA5E9" strokeWidth={1.5} strokeDasharray="5 3" />
<rect x={rsYesCx-38} y={prefNodeY+prefNodeH+108} width={76} height={20} rx={10}
fill="#E0F2FE" stroke="#0EA5E9" strokeWidth={1.5} />
<text x={rsYesCx} y={prefNodeY+prefNodeH+122} textAnchor="middle" fontSize={9} fontWeight="700" fill="#0369A1">DB Update</text>
<text x={rsYesCx} y={prefNodeY+prefNodeH+138} textAnchor="middle" fontSize={10} fontWeight="600" fill="#0369A1">Appt. moved!</text>
<text x={rsYesCx} y={prefNodeY+prefNodeH+154} textAnchor="middle" fontSize={9} fill="#6B7280" fontStyle="italic">"See you on [day] at [time]"</text>
</svg>
);
}
// ─── New Patient / After-Hours flow diagram ───────────────────────────────────
function NewPatientFlow() {
// ── Canvas ───────────────────────────────────────────────────────────────
const W = 760;
const cx = 380; // top-node horizontal center
const nW = 220;
const nx = cx - nW / 2; // 270
// ── Sequential top nodes ─────────────────────────────────────────────────
const n1y = 15, n1h = 58;
const n2y = 115, n2h = 58;
const n3y = 215, n3h = 58;
const n4y = 315, n4h = 60;
// ── Main fork ────────────────────────────────────────────────────────────
const forkHY = n4y + n4h + 20; // 395
const lcx = 165; // New Patient branch center
const rcx = 590; // Existing Patient branch center
const brW = 200;
// ── Main branch nodes ─────────────────────────────────────────────────────
const brY = forkHY + 50; // 445
const brH = 62;
// ── Sub-forks ─────────────────────────────────────────────────────────────
const sfHY = brY + brH + 18; // 525
const llcx = 100; const lrcx = 230; // New Patient sub-branches (centered on 165)
const rlcx = 510; const rrcx = 660; // Existing Patient sub-branches
// ── Leaf nodes ────────────────────────────────────────────────────────────
const leafY = sfHY + 46; // 571
const leafW = 118;
const leafH = 80;
// ── New patient: Selenium chain (below LL at cx=100) ─────────────────────
const npSelY = leafY + leafH + 34; // 685 — Selenium node top
const npSelW = 140;
const npSelH = 56;
const npResHY = npSelY + npSelH + 16; // 757 — result fork y
const npActCx = 52; // ACTIVE result center (100-48)
const npInaCx = 148; // INACTIVE result center (100+48)
const npResY = npResHY + 34; // 791
const npResW = 80;
const npResH = 72;
// ── Existing patient: YES → MassHealth auto-check (below RL at cx=510) ──
const exForkHY = leafY + leafH + 26; // 677
const exMhCx = 445; // MassHealth sub-branch center
const exOtherCx = 558; // Other insurance center
const exCheckY = exForkHY + 34; // 711
const exCheckW = 116;
const exCheckH = 52;
const exSelY = exCheckY + exCheckH + 18; // 781
const exSelW = 128;
const exSelH = 52;
const exResHY = exSelY + exSelH + 16; // 849
const exActCx = 401; // (445-44)
const exInaCx = 489; // (445+44)
const exLeafY = exResHY + 34; // 883
const exLeafW = 80;
const exLeafH = 62;
const totalH = Math.max(npResY + npResH, exLeafY + exLeafH) + 22;
return (
<svg
viewBox={`0 0 ${W} ${totalH}`}
className="w-full max-w-2xl mx-auto"
role="img"
aria-label="New patient conversation flow diagram"
>
<defs>
<marker id="nph" markerWidth="10" markerHeight="7"
refX="9" refY="3.5" orient="auto" markerUnits="userSpaceOnUse">
<polygon points="0 0, 10 3.5, 0 7" fill="#9CA3AF" />
</marker>
</defs>
{/* ═══════════ TOP SEQUENCE ═══════════════════════════════════ */}
<rect x={nx} y={n1y} width={nW} height={n1h} rx={8} fill="#EFF6FF" stroke="#3B82F6" strokeWidth={1.5} />
<text x={cx} y={n1y+22} textAnchor="middle" fontSize={12} fontWeight="600" fill="#1D4ED8">Patient texts after hours</text>
<text x={cx} y={n1y+38} textAnchor="middle" fontSize={10} fill="#93C5FD">or staff selects</text>
<text x={cx} y={n1y+50} textAnchor="middle" fontSize={10} fill="#93C5FD">"Schedule a New Patient"</text>
<line x1={cx} y1={n1y+n1h} x2={cx} y2={n2y-2} stroke="#9CA3AF" strokeWidth={1.5} markerEnd="url(#nph)" />
<rect x={nx} y={n2y} width={nW} height={n2h} rx={8} fill="#ECFDF5" stroke="#10B981" strokeWidth={1.5} />
<text x={cx} y={n2y+22} textAnchor="middle" fontSize={12} fontWeight="600" fill="#065F46">AI sends New Patient Greeting</text>
<text x={cx} y={n2y+40} textAnchor="middle" fontSize={9} fill="#6B7280" fontStyle="italic">"Hi! My name is Lisa..."</text>
<line x1={cx} y1={n2y+n2h} x2={cx} y2={n3y-2} stroke="#9CA3AF" strokeWidth={1.5} markerEnd="url(#nph)" />
<rect x={nx} y={n3y} width={nW} height={n3h} rx={8} fill="#F9FAFB" stroke="#D1D5DB" strokeWidth={1.5} />
<text x={cx} y={n3y+22} textAnchor="middle" fontSize={12} fontWeight="600" fill="#374151">Patient replies</text>
<text x={cx} y={n3y+40} textAnchor="middle" fontSize={9} fill="#9CA3AF" fontStyle="italic">"I want an appointment / cleaning"</text>
<line x1={cx} y1={n3y+n3h} x2={cx} y2={n4y-2} stroke="#9CA3AF" strokeWidth={1.5} markerEnd="url(#nph)" />
<rect x={nx} y={n4y} width={nW} height={n4h} rx={8} fill="#ECFDF5" stroke="#10B981" strokeWidth={1.5} />
<text x={cx} y={n4y+24} textAnchor="middle" fontSize={12} fontWeight="600" fill="#065F46">AI: New or existing patient?</text>
<text x={cx} y={n4y+42} textAnchor="middle" fontSize={9} fill="#6B7280" fontStyle="italic">"Are you a new or existing patient?"</text>
{/* ═══════════ MAIN FORK ══════════════════════════════════════ */}
<line x1={cx} y1={n4y+n4h} x2={cx} y2={forkHY} stroke="#9CA3AF" strokeWidth={1.5} />
<line x1={lcx} y1={forkHY} x2={rcx} y2={forkHY} stroke="#9CA3AF" strokeWidth={1.5} />
<line x1={lcx} y1={forkHY} x2={lcx} y2={brY-2} stroke="#9CA3AF" strokeWidth={1.5} markerEnd="url(#nph)" />
<line x1={rcx} y1={forkHY} x2={rcx} y2={brY-2} stroke="#9CA3AF" strokeWidth={1.5} markerEnd="url(#nph)" />
<rect x={lcx-42} y={forkHY-13} width={84} height={24} rx={12} fill="#EEF2FF" stroke="#6366F1" strokeWidth={1.5} />
<text x={lcx} y={forkHY+4} textAnchor="middle" fontSize={10} fontWeight="700" fill="#4338CA">New Patient</text>
<rect x={rcx-50} y={forkHY-13} width={100} height={24} rx={12} fill="#F5F3FF" stroke="#8B5CF6" strokeWidth={1.5} />
<text x={rcx} y={forkHY+4} textAnchor="middle" fontSize={10} fontWeight="700" fill="#6D28D9">Existing Patient</text>
{/* ═══════════ LEFT BRANCH — NEW PATIENT ══════════════════════ */}
<rect x={lcx-brW/2} y={brY} width={brW} height={brH} rx={8} fill="#EEF2FF" stroke="#6366F1" strokeWidth={1.5} />
<text x={lcx} y={brY+22} textAnchor="middle" fontSize={11} fontWeight="600" fill="#3730A3">Do you have any</text>
<text x={lcx} y={brY+38} textAnchor="middle" fontSize={11} fontWeight="600" fill="#3730A3">dental insurance?</text>
<line x1={lcx} y1={brY+brH} x2={lcx} y2={sfHY} stroke="#9CA3AF" strokeWidth={1.5} />
<line x1={llcx} y1={sfHY} x2={lrcx} y2={sfHY} stroke="#9CA3AF" strokeWidth={1.5} />
<line x1={llcx} y1={sfHY} x2={llcx} y2={leafY-2} stroke="#9CA3AF" strokeWidth={1.5} markerEnd="url(#nph)" />
<line x1={lrcx} y1={sfHY} x2={lrcx} y2={leafY-2} stroke="#9CA3AF" strokeWidth={1.5} markerEnd="url(#nph)" />
<rect x={llcx-36} y={sfHY-11} width={72} height={22} rx={11} fill="#ECFDF5" stroke="#10B981" strokeWidth={1.5} />
<text x={llcx} y={sfHY+4} textAnchor="middle" fontSize={10} fontWeight="700" fill="#065F46">MassHealth</text>
<rect x={lrcx-32} y={sfHY-11} width={64} height={22} rx={11} fill="#FFF7ED" stroke="#F97316" strokeWidth={1.5} />
<text x={lrcx} y={sfHY+4} textAnchor="middle" fontSize={10} fontWeight="700" fill="#C2410C">No ins.</text>
{/* NP: MassHealth leaf — ask for ID+DOB */}
<rect x={llcx-leafW/2} y={leafY} width={leafW} height={leafH} rx={8} fill="#ECFDF5" stroke="#10B981" strokeWidth={1.5} />
<text x={llcx} y={leafY+18} textAnchor="middle" fontSize={10} fontWeight="600" fill="#065F46">Check MassHealth</text>
<text x={llcx} y={leafY+34} textAnchor="middle" fontSize={9} fill="#9CA3AF" fontStyle="italic">"Text me your</text>
<text x={llcx} y={leafY+48} textAnchor="middle" fontSize={9} fill="#9CA3AF" fontStyle="italic">Member ID &amp; DOB"</text>
{/* NP: No insurance leaf */}
<rect x={lrcx-leafW/2} y={leafY} width={leafW} height={leafH} rx={8} fill="#F0FDF4" stroke="#22C55E" strokeWidth={1.5} />
<text x={lrcx} y={leafY+18} textAnchor="middle" fontSize={10} fontWeight="600" fill="#15803D">Schedule</text>
<text x={lrcx} y={leafY+34} textAnchor="middle" fontSize={9} fill="#9CA3AF" fontStyle="italic">"When would</text>
<text x={lrcx} y={leafY+48} textAnchor="middle" fontSize={9} fill="#9CA3AF" fontStyle="italic">you like to come?"</text>
{/* NP: Selenium check (patient texts ID+DOB) */}
<line x1={llcx} y1={leafY+leafH} x2={llcx} y2={npSelY-2} stroke="#9CA3AF" strokeWidth={1.5} markerEnd="url(#nph)" />
<rect x={llcx-npSelW/2} y={npSelY} width={npSelW} height={npSelH} rx={8}
fill="#F0F9FF" stroke="#0EA5E9" strokeWidth={1.5} strokeDasharray="5 3" />
<rect x={llcx-40} y={npSelY-11} width={80} height={22} rx={11} fill="#E0F2FE" stroke="#0EA5E9" strokeWidth={1.5} />
<text x={llcx} y={npSelY+4} textAnchor="middle" fontSize={10} fontWeight="700" fill="#0369A1">Selenium</text>
<text x={llcx} y={npSelY+20} textAnchor="middle" fontSize={10} fontWeight="600" fill="#0369A1">MassHealth Portal</text>
<text x={llcx} y={npSelY+36} textAnchor="middle" fontSize={9} fill="#6B7280" fontStyle="italic">Auto-checks eligibility</text>
<text x={llcx} y={npSelY+48} textAnchor="middle" fontSize={9} fill="#6B7280" fontStyle="italic"> result SMS to patient</text>
{/* NP: Post-Selenium ACTIVE/INACTIVE fork */}
<line x1={llcx} y1={npSelY+npSelH} x2={llcx} y2={npResHY} stroke="#9CA3AF" strokeWidth={1.5} />
<line x1={npActCx} y1={npResHY} x2={npInaCx} y2={npResHY} stroke="#9CA3AF" strokeWidth={1.5} />
<line x1={npActCx} y1={npResHY} x2={npActCx} y2={npResY-2} stroke="#9CA3AF" strokeWidth={1.5} markerEnd="url(#nph)" />
<line x1={npInaCx} y1={npResHY} x2={npInaCx} y2={npResY-2} stroke="#9CA3AF" strokeWidth={1.5} markerEnd="url(#nph)" />
<rect x={npActCx-28} y={npResHY-11} width={56} height={22} rx={11} fill="#F0FDF4" stroke="#22C55E" strokeWidth={1.5} />
<text x={npActCx} y={npResHY+4} textAnchor="middle" fontSize={10} fontWeight="700" fill="#15803D">ACTIVE</text>
<rect x={npInaCx-34} y={npResHY-11} width={68} height={22} rx={11} fill="#FFF7ED" stroke="#F97316" strokeWidth={1.5} />
<text x={npInaCx} y={npResHY+4} textAnchor="middle" fontSize={10} fontWeight="700" fill="#C2410C">INACTIVE</text>
<rect x={npActCx-npResW/2} y={npResY} width={npResW} height={npResH} rx={8} fill="#F0FDF4" stroke="#22C55E" strokeWidth={1.5} />
<text x={npActCx} y={npResY+16} textAnchor="middle" fontSize={10} fontWeight="600" fill="#15803D">Check-up or</text>
<text x={npActCx} y={npResY+30} textAnchor="middle" fontSize={10} fontWeight="600" fill="#15803D">tooth problem?</text>
<text x={npActCx} y={npResY+48} textAnchor="middle" fontSize={9} fill="#9CA3AF" fontStyle="italic"> book appt</text>
<rect x={npInaCx-npResW/2} y={npResY} width={npResW} height={npResH} rx={8} fill="#FFF7ED" stroke="#F97316" strokeWidth={1.5} />
<text x={npInaCx} y={npResY+16} textAnchor="middle" fontSize={10} fontWeight="600" fill="#C2410C">Inactive.</text>
<text x={npInaCx} y={npResY+30} textAnchor="middle" fontSize={10} fontWeight="600" fill="#C2410C">Self-pay?</text>
<text x={npInaCx} y={npResY+50} textAnchor="middle" fontSize={9} fill="#9CA3AF" fontStyle="italic">YES/NO</text>
{/* ═══════════ RIGHT BRANCH — EXISTING PATIENT ════════════════ */}
<rect x={rcx-brW/2} y={brY} width={brW} height={brH} rx={8} fill="#F5F3FF" stroke="#8B5CF6" strokeWidth={1.5} />
<text x={rcx} y={brY+22} textAnchor="middle" fontSize={11} fontWeight="600" fill="#5B21B6">Do you still have</text>
<text x={rcx} y={brY+38} textAnchor="middle" fontSize={11} fontWeight="600" fill="#5B21B6">the same insurance?</text>
<line x1={rcx} y1={brY+brH} x2={rcx} y2={sfHY} stroke="#9CA3AF" strokeWidth={1.5} />
<line x1={rlcx} y1={sfHY} x2={rrcx} y2={sfHY} stroke="#9CA3AF" strokeWidth={1.5} />
<line x1={rlcx} y1={sfHY} x2={rlcx} y2={leafY-2} stroke="#9CA3AF" strokeWidth={1.5} markerEnd="url(#nph)" />
<line x1={rrcx} y1={sfHY} x2={rrcx} y2={leafY-2} stroke="#9CA3AF" strokeWidth={1.5} markerEnd="url(#nph)" />
<rect x={rlcx-20} y={sfHY-11} width={40} height={22} rx={11} fill="#F0FDF4" stroke="#22C55E" strokeWidth={1.5} />
<text x={rlcx} y={sfHY+4} textAnchor="middle" fontSize={10} fontWeight="700" fill="#15803D">YES</text>
<rect x={rrcx-20} y={sfHY-11} width={40} height={22} rx={11} fill="#FFF7ED" stroke="#F97316" strokeWidth={1.5} />
<text x={rrcx} y={sfHY+4} textAnchor="middle" fontSize={10} fontWeight="700" fill="#C2410C">NO</text>
{/* EP: YES — "Same insurance confirmed" */}
<rect x={rlcx-leafW/2} y={leafY} width={leafW} height={leafH} rx={8} fill="#F0FDF4" stroke="#22C55E" strokeWidth={1.5} />
<text x={rlcx} y={leafY+18} textAnchor="middle" fontSize={10} fontWeight="600" fill="#15803D">Same insurance</text>
<text x={rlcx} y={leafY+34} textAnchor="middle" fontSize={9} fill="#6B7280" fontStyle="italic">MassHealth auto-check</text>
<text x={rlcx} y={leafY+48} textAnchor="middle" fontSize={9} fill="#6B7280" fontStyle="italic">Other schedule</text>
{/* EP: NO — Transfer */}
<rect x={rrcx-leafW/2} y={leafY} width={leafW} height={leafH} rx={8} fill="#FFF7ED" stroke="#F97316" strokeWidth={1.5} />
<text x={rrcx} y={leafY+18} textAnchor="middle" fontSize={10} fontWeight="600" fill="#C2410C">Transfer</text>
<text x={rrcx} y={leafY+34} textAnchor="middle" fontSize={9} fill="#9CA3AF" fontStyle="italic">"Our staff will</text>
<text x={rrcx} y={leafY+48} textAnchor="middle" fontSize={9} fill="#9CA3AF" fontStyle="italic">assist you"</text>
{/* EP: YES → MassHealth sub-fork */}
<line x1={rlcx} y1={leafY+leafH} x2={rlcx} y2={exForkHY} stroke="#9CA3AF" strokeWidth={1.5} />
<line x1={exMhCx} y1={exForkHY} x2={exOtherCx} y2={exForkHY} stroke="#9CA3AF" strokeWidth={1.5} />
<line x1={exMhCx} y1={exForkHY} x2={exMhCx} y2={exCheckY-2} stroke="#9CA3AF" strokeWidth={1.5} markerEnd="url(#nph)" />
<line x1={exOtherCx} y1={exForkHY} x2={exOtherCx} y2={exCheckY-2} stroke="#9CA3AF" strokeWidth={1.5} markerEnd="url(#nph)" />
<rect x={exMhCx-36} y={exForkHY-11} width={72} height={22} rx={11} fill="#ECFDF5" stroke="#10B981" strokeWidth={1.5} />
<text x={exMhCx} y={exForkHY+4} textAnchor="middle" fontSize={10} fontWeight="700" fill="#065F46">MassHealth</text>
<rect x={exOtherCx-32} y={exForkHY-11} width={64} height={22} rx={11} fill="#E0F2FE" stroke="#0EA5E9" strokeWidth={1.5} />
<text x={exOtherCx} y={exForkHY+4} textAnchor="middle" fontSize={10} fontWeight="700" fill="#0369A1">Other ins.</text>
{/* EP: MassHealth — "Checking 30-60s" node */}
<rect x={exMhCx-exCheckW/2} y={exCheckY} width={exCheckW} height={exCheckH} rx={8} fill="#ECFDF5" stroke="#10B981" strokeWidth={1.5} />
<text x={exMhCx} y={exCheckY+18} textAnchor="middle" fontSize={10} fontWeight="600" fill="#065F46">Wait 30-60 secs</text>
<text x={exMhCx} y={exCheckY+34} textAnchor="middle" fontSize={9} fill="#6B7280" fontStyle="italic">Using saved ID &amp; DOB</text>
{/* EP: Other insurance — schedule directly */}
<rect x={exOtherCx-exCheckW/2} y={exCheckY} width={exCheckW} height={exCheckH} rx={8} fill="#F0FDF4" stroke="#22C55E" strokeWidth={1.5} />
<text x={exOtherCx} y={exCheckY+18} textAnchor="middle" fontSize={10} fontWeight="600" fill="#15803D">Schedule</text>
<text x={exOtherCx} y={exCheckY+34} textAnchor="middle" fontSize={9} fill="#9CA3AF" fontStyle="italic">"When to come in?"</text>
{/* EP: MassHealth → Selenium */}
<line x1={exMhCx} y1={exCheckY+exCheckH} x2={exMhCx} y2={exSelY-2} stroke="#9CA3AF" strokeWidth={1.5} markerEnd="url(#nph)" />
<rect x={exMhCx-exSelW/2} y={exSelY} width={exSelW} height={exSelH} rx={8}
fill="#F0F9FF" stroke="#0EA5E9" strokeWidth={1.5} strokeDasharray="5 3" />
<rect x={exMhCx-38} y={exSelY-11} width={76} height={22} rx={11} fill="#E0F2FE" stroke="#0EA5E9" strokeWidth={1.5} />
<text x={exMhCx} y={exSelY+4} textAnchor="middle" fontSize={10} fontWeight="700" fill="#0369A1">Selenium</text>
<text x={exMhCx} y={exSelY+20} textAnchor="middle" fontSize={10} fontWeight="600" fill="#0369A1">MassHealth Portal</text>
<text x={exMhCx} y={exSelY+36} textAnchor="middle" fontSize={9} fill="#6B7280" fontStyle="italic">Auto-checks eligibility</text>
{/* EP: ACTIVE / INACTIVE fork */}
<line x1={exMhCx} y1={exSelY+exSelH} x2={exMhCx} y2={exResHY} stroke="#9CA3AF" strokeWidth={1.5} />
<line x1={exActCx} y1={exResHY} x2={exInaCx} y2={exResHY} stroke="#9CA3AF" strokeWidth={1.5} />
<line x1={exActCx} y1={exResHY} x2={exActCx} y2={exLeafY-2} stroke="#9CA3AF" strokeWidth={1.5} markerEnd="url(#nph)" />
<line x1={exInaCx} y1={exResHY} x2={exInaCx} y2={exLeafY-2} stroke="#9CA3AF" strokeWidth={1.5} markerEnd="url(#nph)" />
<rect x={exActCx-28} y={exResHY-11} width={56} height={22} rx={11} fill="#F0FDF4" stroke="#22C55E" strokeWidth={1.5} />
<text x={exActCx} y={exResHY+4} textAnchor="middle" fontSize={10} fontWeight="700" fill="#15803D">ACTIVE</text>
<rect x={exInaCx-34} y={exResHY-11} width={68} height={22} rx={11} fill="#FFF7ED" stroke="#F97316" strokeWidth={1.5} />
<text x={exInaCx} y={exResHY+4} textAnchor="middle" fontSize={10} fontWeight="700" fill="#C2410C">INACTIVE</text>
<rect x={exActCx-exLeafW/2} y={exLeafY} width={exLeafW} height={exLeafH} rx={8} fill="#F0FDF4" stroke="#22C55E" strokeWidth={1.5} />
<text x={exActCx} y={exLeafY+18} textAnchor="middle" fontSize={10} fontWeight="600" fill="#15803D">When to</text>
<text x={exActCx} y={exLeafY+32} textAnchor="middle" fontSize={10} fontWeight="600" fill="#15803D">come in?</text>
<text x={exActCx} y={exLeafY+50} textAnchor="middle" fontSize={9} fill="#9CA3AF" fontStyle="italic"> book appt</text>
<rect x={exInaCx-exLeafW/2} y={exLeafY} width={exLeafW} height={exLeafH} rx={8} fill="#FFF7ED" stroke="#F97316" strokeWidth={1.5} />
<text x={exInaCx} y={exLeafY+18} textAnchor="middle" fontSize={10} fontWeight="600" fill="#C2410C">Inactive.</text>
<text x={exInaCx} y={exLeafY+32} textAnchor="middle" fontSize={10} fontWeight="600" fill="#C2410C">Self-pay?</text>
<text x={exInaCx} y={exLeafY+50} textAnchor="middle" fontSize={9} fill="#9CA3AF" fontStyle="italic">YES/NO</text>
</svg>
);
}
// ─── Main component ───────────────────────────────────────────────────────────
export function AiChatSettingsCard() {
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,
refetchOnWindowFocus: false,
});
// Seed local state from server on first 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 templateFields = [
{
key: "reminder",
icon: <CalendarCheck className="h-4 w-4 text-primary" />,
label: "Appointment Reminder Reply",
description: "Sent when the AI first introduces itself after an appointment reminder.",
value: reminderGreeting,
onChange: setReminderGreeting,
placeholder: DEFAULTS.reminderGreeting,
},
{
key: "newPatient",
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",
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 (
<div className="space-y-6">
{/* ── Section 1: Chat Templates ────────────────────────────── */}
<Card>
<CardContent className="py-6 space-y-5">
<div className="flex items-center gap-2">
<Bot className="h-5 w-5 text-primary" />
<h3 className="text-lg font-semibold">Chat Templates</h3>
</div>
<p className="text-sm text-muted-foreground">
Customize how the AI assistant introduces itself 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 with your dental office name automatically.
</p>
{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-5">
{templateFields.map((f) => (
<div key={f.key} className="space-y-1.5">
<div className="flex items-center gap-2">
{f.icon}
<span className="text-sm font-medium">{f.label}</span>
</div>
<p className="text-xs text-muted-foreground">{f.description}</p>
<Textarea
value={f.value}
onChange={(e) => f.onChange(e.target.value)}
placeholder={f.placeholder}
rows={3}
className="text-sm resize-none"
/>
{officeName && f.value.includes("{officeName}") && (
<p className="text-xs text-muted-foreground italic pl-1">
Preview: {previewTemplate(f.value, officeName)}
</p>
)}
</div>
))}
<div className="flex items-center gap-3 pt-1">
<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>
{/* ── Section 2: LangGraph Flow ────────────────────────────── */}
<Card>
<CardContent className="py-6 space-y-5">
<div className="flex items-center gap-2">
<GitFork className="h-5 w-5 text-primary" />
<h3 className="text-lg font-semibold">LangGraph Settings</h3>
</div>
<p className="text-sm text-muted-foreground">
Visual diagrams of each AI conversation graph select a flow below to inspect its node sequence.
</p>
{/* Shared legend */}
<div className="flex flex-wrap gap-3 text-xs">
{[
{ bg: "bg-blue-100", border: "border-blue-400", label: "Staff action" },
{ bg: "bg-gray-100", border: "border-gray-400", label: "Patient action" },
{ bg: "bg-emerald-50", border: "border-emerald-400",label: "AI node" },
{ bg: "bg-indigo-50", border: "border-indigo-400", label: "New patient branch" },
{ bg: "bg-violet-50", border: "border-violet-400", label: "Existing patient" },
{ bg: "bg-green-50", border: "border-green-400", label: "Confirmed / Schedule"},
{ bg: "bg-orange-50", border: "border-orange-400", label: "Reschedule / Transfer"},
].map((l) => (
<span key={l.label} className="flex items-center gap-1.5">
<span className={`inline-block w-3 h-3 rounded-sm ${l.bg} border ${l.border}`} />
{l.label}
</span>
))}
</div>
<Tabs defaultValue="reminder">
<TabsList className="w-full">
<TabsTrigger value="reminder" className="flex-1 text-xs">
Appointment Reminder Flow
</TabsTrigger>
<TabsTrigger value="new_patient" className="flex-1 text-xs">
New Patient / After-Hours Flow
</TabsTrigger>
</TabsList>
<TabsContent value="reminder">
<div className="overflow-x-auto rounded-lg border bg-gray-50/50 p-4 mt-3">
<LangGraphFlow />
</div>
</TabsContent>
<TabsContent value="new_patient">
<div className="overflow-x-auto rounded-lg border bg-gray-50/50 p-4 mt-3">
<NewPatientFlow />
</div>
<p className="text-xs text-muted-foreground mt-2 pl-1">
Any reply not matching a known intent returns: "Our office staff will assist you shortly."
</p>
</TabsContent>
</Tabs>
</CardContent>
</Card>
</div>
);
}

View File

@@ -0,0 +1,209 @@
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>
);
}

View File

@@ -13,6 +13,7 @@ import {
import { Button } from "@/components/ui/button";
import { Input } from "@/components/ui/input";
import { Badge } from "@/components/ui/badge";
import { Switch } from "@/components/ui/switch";
import {
Phone,
PhoneCall,
@@ -22,6 +23,7 @@ import {
MessageSquare,
Send,
X,
MoonStar,
} from "lucide-react";
import { SmsTemplateDialog } from "@/components/patient-connection/sms-template-diaog";
import { MessageThread } from "@/components/patient-connection/message-thread";
@@ -35,8 +37,36 @@ export default function PatientConnectionPage() {
const [selectedPatient, setSelectedPatient] = useState<Patient | null>(null);
const [isSmsDialogOpen, setIsSmsDialogOpen] = useState(false);
const [showMessaging, setShowMessaging] = useState(false);
const [afterHoursEnabled, setAfterHoursEnabled] = useState(true);
const { toast } = useToast();
useQuery<{ enabled: boolean }>({
queryKey: ["/api/twilio/after-hours-handoff"],
queryFn: async () => {
const res = await apiRequest("GET", "/api/twilio/after-hours-handoff");
return res.json();
},
onSuccess: (data: { enabled: boolean }) => setAfterHoursEnabled(data.enabled),
} as any);
const afterHoursMutation = useMutation({
mutationFn: async (enabled: boolean) =>
apiRequest("PUT", "/api/twilio/after-hours-handoff", { enabled }),
onSuccess: (_: any, enabled: boolean) => {
toast({
title: enabled ? "After-hours AI enabled" : "After-hours AI disabled",
description: enabled
? "AI will automatically handle messages outside office hours."
: "After-hours messages will not receive an automatic AI reply.",
});
},
});
const handleAfterHoursToggle = (enabled: boolean) => {
setAfterHoursEnabled(enabled);
afterHoursMutation.mutate(enabled);
};
const toggleMobileMenu = () => {
setIsMobileMenuOpen(!isMobileMenuOpen);
};
@@ -175,6 +205,16 @@ export default function PatientConnectionPage() {
Search and communicate with patients
</p>
</div>
{/* After-hours AI toggle */}
<div className="flex items-center gap-2 px-4 py-2 rounded-lg border bg-white shadow-sm">
<MoonStar className={`h-4 w-4 ${afterHoursEnabled ? "text-primary" : "text-muted-foreground"}`} />
<span className="text-sm font-medium">Hand off to AI after hours</span>
<Switch
checked={afterHoursEnabled}
onCheckedChange={handleAfterHoursToggle}
/>
</div>
</div>
</div>

View File

@@ -19,6 +19,7 @@ import { OfficeHoursCard } from "@/components/settings/office-hours-card";
import { OfficeContactCard } from "@/components/settings/office-contact-card";
import { ProcedureTimeslotCard } from "@/components/settings/procedure-timeslot-card";
import { InsuranceContactCard } from "@/components/settings/insurance-contact-card";
import { AiChatSettingsCard } from "@/components/settings/ai-chat-settings-card";
type SectionId =
| "staff"
@@ -29,6 +30,7 @@ type SectionId =
| "programs"
| "twilio"
| "ai"
| "aichat"
| "officehours"
| "officecontact"
| "proceduretimeslot"
@@ -259,6 +261,9 @@ export default function SettingsPage() {
case "ai":
return <AiSettingsCard />;
case "aichat":
return <AiChatSettingsCard />;
case "officehours":
return <OfficeHoursCard />;