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>
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@@ -1,5 +1,6 @@
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import express, { Request, Response } from "express";
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import { storage } from "../storage";
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import { classifyInternalChat } from "../ai/internal-chat-graph";
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const router = express.Router();
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@@ -97,4 +98,152 @@ router.put("/chat-templates", async (req: Request, res: Response): Promise<any>
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}
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});
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// GET /api/ai/internal-chat-settings
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router.get("/internal-chat-settings", 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 systemPrompt = await storage.getInternalChatSystemPrompt(userId);
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return res.status(200).json({ systemPrompt });
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} catch (err) {
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return res.status(500).json({ error: "Failed to fetch internal chat settings", details: String(err) });
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}
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});
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// PUT /api/ai/internal-chat-settings
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router.put("/internal-chat-settings", 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 { systemPrompt } = req.body;
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if (typeof systemPrompt !== "string") return res.status(400).json({ message: "systemPrompt must be a string" });
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await storage.saveInternalChatSystemPrompt(userId, systemPrompt.trim());
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return res.status(200).json({ systemPrompt: systemPrompt.trim() });
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} catch (err) {
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return res.status(500).json({ error: "Failed to save internal chat settings", details: String(err) });
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}
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});
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// POST /api/ai/internal-chat
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router.post("/internal-chat", 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 { message } = req.body;
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if (!message?.trim()) return res.status(400).json({ message: "message is required" });
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const aiSettings = await storage.getAiSettings(userId);
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if (!aiSettings?.apiKey) {
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return res.status(200).json({
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reply: "AI is not configured. Please add a Google AI API key in Settings.",
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});
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}
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const extraSystemPrompt = await storage.getInternalChatSystemPrompt(userId);
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const classification = await classifyInternalChat(message.trim(), aiSettings.apiKey, extraSystemPrompt || undefined);
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// Handle navigation intents immediately
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if (classification.intent === "navigate_claims") {
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return res.status(200).json({ reply: classification.fallbackReply, action: "navigate", actionData: { url: "/claims" } });
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}
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if (classification.intent === "navigate_schedule") {
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return res.status(200).json({ reply: classification.fallbackReply, action: "navigate", actionData: { url: "/appointments" } });
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}
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// Handle patient intents — search DB
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if (classification.intent === "check_eligibility" || classification.intent === "find_patient") {
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const name = classification.patientName?.trim();
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if (!name) {
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return res.status(200).json({ reply: "Please include the patient's name in your message." });
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}
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const patients = await storage.searchPatients({
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filters: {
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OR: [
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{ firstName: { contains: name, mode: "insensitive" } },
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{ lastName: { contains: name, mode: "insensitive" } },
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{
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AND: name.split(/\s+/).map((part: string) => ({
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OR: [
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{ firstName: { contains: part, mode: "insensitive" } },
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{ lastName: { contains: part, mode: "insensitive" } },
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],
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})),
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},
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],
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},
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limit: 5,
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offset: 0,
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});
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if (!patients || patients.length === 0) {
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return res.status(200).json({
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reply: `No patient found matching "${name}". Try a different spelling or search on the Patients page.`,
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});
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}
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const patient = patients[0]!;
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const fullName = `${patient.firstName ?? ""} ${patient.lastName ?? ""}`.trim();
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if (classification.intent === "find_patient") {
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const ins = patient.insuranceProvider ? ` · ${patient.insuranceProvider}` : "";
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const id = patient.insuranceId ? ` (ID: ${patient.insuranceId})` : "";
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return res.status(200).json({
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reply: `Found: ${fullName}${ins}${id}`,
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action: "show_patient",
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actionData: {
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patient: {
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id: patient.id,
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firstName: patient.firstName,
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lastName: patient.lastName,
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insuranceId: patient.insuranceId ?? null,
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insuranceProvider: patient.insuranceProvider ?? null,
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dateOfBirth: patient.dateOfBirth ? patient.dateOfBirth.toISOString().split("T")[0] : null,
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},
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},
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});
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}
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// check_eligibility
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if (!patient.insuranceId) {
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return res.status(200).json({
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reply: `Found ${fullName} but no Member ID is on file. Please add their insurance info first.`,
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action: "show_patient",
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actionData: {
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patient: {
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id: patient.id,
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firstName: patient.firstName,
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lastName: patient.lastName,
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insuranceId: null,
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insuranceProvider: patient.insuranceProvider ?? null,
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dateOfBirth: patient.dateOfBirth ? patient.dateOfBirth.toISOString().split("T")[0] : null,
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},
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},
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});
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}
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return res.status(200).json({
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reply: `Found ${fullName}. Ready to check eligibility.`,
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action: "check_eligibility_prefill",
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actionData: {
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patient: {
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id: patient.id,
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firstName: patient.firstName,
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lastName: patient.lastName,
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insuranceId: patient.insuranceId,
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insuranceProvider: patient.insuranceProvider ?? null,
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dateOfBirth: patient.dateOfBirth ? patient.dateOfBirth.toISOString().split("T")[0] : null,
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},
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},
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});
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}
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// General intent — return Gemini's reply
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return res.status(200).json({ reply: classification.fallbackReply });
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} catch (err) {
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return res.status(500).json({ error: "Internal chat error", details: String(err) });
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}
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});
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export default router;
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