feat: add internal AI chat assistant and AI Input Agent page
- Add Gemini-powered internal staff chatbot (free-text input in the upper-right bot panel): type "check MARIA GONZALES" to search patient and pre-fill eligibility, or "open claims" to navigate directly - Add /api/ai/internal-chat endpoint with LangGraph + Google Gemini classifier (intent: check_eligibility, find_patient, navigate_*) - Add Users AI Chat settings section in Settings > Advanced > AI Chat to configure a custom system prompt for the internal assistant - Store internal chat system prompt in existing twilioSettings JSON blob (no DB migration needed) - Add AI Input Agent sidebar entry and placeholder page describing planned keyboard-automation typing into Open Dental / Eaglesoft Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
ff
69
apps/Backend/src/ai/internal-chat-graph.ts
Normal file
69
apps/Backend/src/ai/internal-chat-graph.ts
Normal file
@@ -0,0 +1,69 @@
|
||||
import { ChatGoogleGenerativeAI } from "@langchain/google-genai";
|
||||
|
||||
export type InternalChatIntent =
|
||||
| "check_eligibility"
|
||||
| "find_patient"
|
||||
| "navigate_claims"
|
||||
| "navigate_schedule"
|
||||
| "general";
|
||||
|
||||
export interface ChatClassification {
|
||||
intent: InternalChatIntent;
|
||||
patientName?: string;
|
||||
fallbackReply: string;
|
||||
}
|
||||
|
||||
const BASE_SYSTEM_PROMPT = `You are an internal assistant for a dental office management system.
|
||||
Staff members type natural language commands and you classify what they want.
|
||||
|
||||
Respond ONLY with valid JSON (no markdown, no code fences) in this exact format:
|
||||
{
|
||||
"intent": "<one of the intents below>",
|
||||
"patientName": "<full name if patient is mentioned, otherwise omit>",
|
||||
"fallbackReply": "<a short, helpful reply to show the user>"
|
||||
}
|
||||
|
||||
Intents:
|
||||
- check_eligibility: user wants to check insurance eligibility for a patient (e.g. "check MARIA", "verify insurance for John Smith", "eligibility GONZALES")
|
||||
- find_patient: user wants to look up a patient record only (e.g. "find patient John", "look up Smith", "show me GONZALES record")
|
||||
- navigate_claims: user wants to open the claims page
|
||||
- navigate_schedule: user wants to open the appointments/schedule page
|
||||
- general: anything else — answer helpfully based on dental office context
|
||||
|
||||
Rules:
|
||||
- Extract the full patient name as-is from the message for check_eligibility and find_patient
|
||||
- Keep fallbackReply to 1-2 sentences max
|
||||
- For navigate intents, fallbackReply should say "Opening the [page] page..."`;
|
||||
|
||||
export async function classifyInternalChat(
|
||||
message: string,
|
||||
apiKey: string,
|
||||
extraSystemPrompt?: string
|
||||
): Promise<ChatClassification> {
|
||||
const fallback: ChatClassification = {
|
||||
intent: "general",
|
||||
fallbackReply: "I can help you search for a patient, check eligibility, or navigate to claims or appointments.",
|
||||
};
|
||||
|
||||
if (!apiKey) return fallback;
|
||||
|
||||
const systemPrompt = extraSystemPrompt
|
||||
? `${BASE_SYSTEM_PROMPT}\n\nAdditional office context:\n${extraSystemPrompt}`
|
||||
: BASE_SYSTEM_PROMPT;
|
||||
|
||||
try {
|
||||
const llm = new ChatGoogleGenerativeAI({ model: "gemini-1.5-flash", apiKey });
|
||||
const response = await llm.invoke([
|
||||
{ role: "system", content: systemPrompt },
|
||||
{ role: "user", content: message },
|
||||
]);
|
||||
|
||||
const raw = String(response.content).trim();
|
||||
const jsonStr = raw.replace(/^```json\s*/i, "").replace(/```\s*$/, "").trim();
|
||||
const parsed = JSON.parse(jsonStr) as ChatClassification;
|
||||
if (!parsed.intent || !parsed.fallbackReply) return fallback;
|
||||
return parsed;
|
||||
} catch {
|
||||
return fallback;
|
||||
}
|
||||
}
|
||||
@@ -1,5 +1,6 @@
|
||||
import express, { Request, Response } from "express";
|
||||
import { storage } from "../storage";
|
||||
import { classifyInternalChat } from "../ai/internal-chat-graph";
|
||||
|
||||
const router = express.Router();
|
||||
|
||||
@@ -97,4 +98,152 @@ router.put("/chat-templates", async (req: Request, res: Response): Promise<any>
|
||||
}
|
||||
});
|
||||
|
||||
// GET /api/ai/internal-chat-settings
|
||||
router.get("/internal-chat-settings", async (req: Request, res: Response): Promise<any> => {
|
||||
try {
|
||||
const userId = req.user?.id;
|
||||
if (!userId) return res.status(401).json({ message: "Unauthorized" });
|
||||
const systemPrompt = await storage.getInternalChatSystemPrompt(userId);
|
||||
return res.status(200).json({ systemPrompt });
|
||||
} catch (err) {
|
||||
return res.status(500).json({ error: "Failed to fetch internal chat settings", details: String(err) });
|
||||
}
|
||||
});
|
||||
|
||||
// PUT /api/ai/internal-chat-settings
|
||||
router.put("/internal-chat-settings", async (req: Request, res: Response): Promise<any> => {
|
||||
try {
|
||||
const userId = req.user?.id;
|
||||
if (!userId) return res.status(401).json({ message: "Unauthorized" });
|
||||
const { systemPrompt } = req.body;
|
||||
if (typeof systemPrompt !== "string") return res.status(400).json({ message: "systemPrompt must be a string" });
|
||||
await storage.saveInternalChatSystemPrompt(userId, systemPrompt.trim());
|
||||
return res.status(200).json({ systemPrompt: systemPrompt.trim() });
|
||||
} catch (err) {
|
||||
return res.status(500).json({ error: "Failed to save internal chat settings", details: String(err) });
|
||||
}
|
||||
});
|
||||
|
||||
// POST /api/ai/internal-chat
|
||||
router.post("/internal-chat", async (req: Request, res: Response): Promise<any> => {
|
||||
try {
|
||||
const userId = req.user?.id;
|
||||
if (!userId) return res.status(401).json({ message: "Unauthorized" });
|
||||
|
||||
const { message } = req.body;
|
||||
if (!message?.trim()) return res.status(400).json({ message: "message is required" });
|
||||
|
||||
const aiSettings = await storage.getAiSettings(userId);
|
||||
if (!aiSettings?.apiKey) {
|
||||
return res.status(200).json({
|
||||
reply: "AI is not configured. Please add a Google AI API key in Settings.",
|
||||
});
|
||||
}
|
||||
|
||||
const extraSystemPrompt = await storage.getInternalChatSystemPrompt(userId);
|
||||
const classification = await classifyInternalChat(message.trim(), aiSettings.apiKey, extraSystemPrompt || undefined);
|
||||
|
||||
// Handle navigation intents immediately
|
||||
if (classification.intent === "navigate_claims") {
|
||||
return res.status(200).json({ reply: classification.fallbackReply, action: "navigate", actionData: { url: "/claims" } });
|
||||
}
|
||||
if (classification.intent === "navigate_schedule") {
|
||||
return res.status(200).json({ reply: classification.fallbackReply, action: "navigate", actionData: { url: "/appointments" } });
|
||||
}
|
||||
|
||||
// Handle patient intents — search DB
|
||||
if (classification.intent === "check_eligibility" || classification.intent === "find_patient") {
|
||||
const name = classification.patientName?.trim();
|
||||
if (!name) {
|
||||
return res.status(200).json({ reply: "Please include the patient's name in your message." });
|
||||
}
|
||||
|
||||
const patients = await storage.searchPatients({
|
||||
filters: {
|
||||
OR: [
|
||||
{ firstName: { contains: name, mode: "insensitive" } },
|
||||
{ lastName: { contains: name, mode: "insensitive" } },
|
||||
{
|
||||
AND: name.split(/\s+/).map((part: string) => ({
|
||||
OR: [
|
||||
{ firstName: { contains: part, mode: "insensitive" } },
|
||||
{ lastName: { contains: part, mode: "insensitive" } },
|
||||
],
|
||||
})),
|
||||
},
|
||||
],
|
||||
},
|
||||
limit: 5,
|
||||
offset: 0,
|
||||
});
|
||||
|
||||
if (!patients || patients.length === 0) {
|
||||
return res.status(200).json({
|
||||
reply: `No patient found matching "${name}". Try a different spelling or search on the Patients page.`,
|
||||
});
|
||||
}
|
||||
|
||||
const patient = patients[0]!;
|
||||
const fullName = `${patient.firstName ?? ""} ${patient.lastName ?? ""}`.trim();
|
||||
|
||||
if (classification.intent === "find_patient") {
|
||||
const ins = patient.insuranceProvider ? ` · ${patient.insuranceProvider}` : "";
|
||||
const id = patient.insuranceId ? ` (ID: ${patient.insuranceId})` : "";
|
||||
return res.status(200).json({
|
||||
reply: `Found: ${fullName}${ins}${id}`,
|
||||
action: "show_patient",
|
||||
actionData: {
|
||||
patient: {
|
||||
id: patient.id,
|
||||
firstName: patient.firstName,
|
||||
lastName: patient.lastName,
|
||||
insuranceId: patient.insuranceId ?? null,
|
||||
insuranceProvider: patient.insuranceProvider ?? null,
|
||||
dateOfBirth: patient.dateOfBirth ? patient.dateOfBirth.toISOString().split("T")[0] : null,
|
||||
},
|
||||
},
|
||||
});
|
||||
}
|
||||
|
||||
// check_eligibility
|
||||
if (!patient.insuranceId) {
|
||||
return res.status(200).json({
|
||||
reply: `Found ${fullName} but no Member ID is on file. Please add their insurance info first.`,
|
||||
action: "show_patient",
|
||||
actionData: {
|
||||
patient: {
|
||||
id: patient.id,
|
||||
firstName: patient.firstName,
|
||||
lastName: patient.lastName,
|
||||
insuranceId: null,
|
||||
insuranceProvider: patient.insuranceProvider ?? null,
|
||||
dateOfBirth: patient.dateOfBirth ? patient.dateOfBirth.toISOString().split("T")[0] : null,
|
||||
},
|
||||
},
|
||||
});
|
||||
}
|
||||
|
||||
return res.status(200).json({
|
||||
reply: `Found ${fullName}. Ready to check eligibility.`,
|
||||
action: "check_eligibility_prefill",
|
||||
actionData: {
|
||||
patient: {
|
||||
id: patient.id,
|
||||
firstName: patient.firstName,
|
||||
lastName: patient.lastName,
|
||||
insuranceId: patient.insuranceId,
|
||||
insuranceProvider: patient.insuranceProvider ?? null,
|
||||
dateOfBirth: patient.dateOfBirth ? patient.dateOfBirth.toISOString().split("T")[0] : null,
|
||||
},
|
||||
},
|
||||
});
|
||||
}
|
||||
|
||||
// General intent — return Gemini's reply
|
||||
return res.status(200).json({ reply: classification.fallbackReply });
|
||||
} catch (err) {
|
||||
return res.status(500).json({ error: "Internal chat error", details: String(err) });
|
||||
}
|
||||
});
|
||||
|
||||
export default router;
|
||||
|
||||
@@ -111,6 +111,23 @@ export const twilioStorage = {
|
||||
});
|
||||
},
|
||||
|
||||
async getInternalChatSystemPrompt(userId: number): Promise<string> {
|
||||
const settings = await db.twilioSettings.findUnique({ where: { userId } });
|
||||
const all = (settings?.templates as Record<string, string>) || {};
|
||||
return all["_internal_chat_system_prompt"] ?? "";
|
||||
},
|
||||
|
||||
async saveInternalChatSystemPrompt(userId: number, prompt: string): Promise<void> {
|
||||
const settings = await db.twilioSettings.findUnique({ where: { userId } });
|
||||
const existing = (settings?.templates as Record<string, string>) || {};
|
||||
const updated = { ...existing, "_internal_chat_system_prompt": prompt };
|
||||
await db.twilioSettings.upsert({
|
||||
where: { userId },
|
||||
update: { templates: updated },
|
||||
create: { userId, accountSid: "", authToken: "", phoneNumber: "", templates: updated },
|
||||
});
|
||||
},
|
||||
|
||||
async getRecentCommunicationsByUser(userId: number, limit = 20) {
|
||||
return db.communication.findMany({
|
||||
where: { patient: { userId } },
|
||||
|
||||
Reference in New Issue
Block a user