7929dc6e19
- 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>
198 lines
5.1 KiB
Markdown
198 lines
5.1 KiB
Markdown
# Dental Manager - Starter
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A monorepo setup to manage both Backend and Frontend of the Dental Manager application.
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## 🖥️ Setup Guide (Fresh Machine)
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Follow these steps in order after cloning the repository.
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### Step 1 — Clone the repository
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```sh
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git clone <your-repo-url>
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cd DentalManagementMHAprilgg
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```
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### Step 2 — Install Node.js
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Required to run the Backend and Frontend.
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```sh
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curl -fsSL https://deb.nodesource.com/setup_20.x | sudo -E bash -
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sudo apt-get install -y nodejs
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# Verify
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node -v # should print v20.x.x
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npm -v
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```
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### Step 3 — Install Python
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Required to run the Selenium and OCR services.
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```sh
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sudo apt-get install -y python3 python3-pip python3-venv
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# Verify
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python3 --version # should print 3.10 or higher
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```
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### Step 4 — Install Chrome
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Required for the Selenium service to control a browser.
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```sh
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wget -q -O - https://dl.google.com/linux/linux_signing_key.pub | sudo apt-key add -
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echo "deb [arch=amd64] http://dl.google.com/linux/chrome/deb/ stable main" | sudo tee /etc/apt/sources.list.d/google-chrome.list
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sudo apt-get update
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sudo apt-get install -y google-chrome-stable
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# Verify
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google-chrome --version
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```
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> The `webdriver-manager` package (included in `requirements.txt`) automatically downloads the matching ChromeDriver — no manual driver setup needed.
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### Step 5 — Install PostgreSQL
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Primary database for the application.
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```sh
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sudo apt-get install -y postgresql postgresql-contrib
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sudo systemctl enable postgresql
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sudo systemctl start postgresql
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# Create the database the app uses
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sudo -u postgres psql -c "CREATE DATABASE dentalapp OWNER postgres;"
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# Set the postgres user password to match packages/db/.env
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sudo -u postgres psql -c "ALTER USER postgres WITH PASSWORD 'mypassword';"
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```
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#### Enable password authentication over TCP
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By default Debian uses `scram-sha-256` or `peer` auth for local connections, which blocks password login. Switch to `md5`:
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```sh
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sudo sed -i 's/scram-sha-256/md5/g' /etc/postgresql/*/main/pg_hba.conf
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sudo systemctl restart postgresql
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```
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#### Verify
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```sh
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psql -U postgres -d dentalapp -h 127.0.0.1 -W
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# Enter: mypassword
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# You should see: dentalapp=#
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```
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> The `DATABASE_URL` in `packages/db/.env` is already set to:
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> ```
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> DATABASE_URL="postgresql://postgres:mypassword@localhost:5432/dentalapp"
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> ```
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### Step 6 — Install Redis
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Used as the job queue for Selenium and OCR background tasks.
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```sh
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sudo apt-get install -y redis-server
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sudo systemctl enable redis-server
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sudo systemctl start redis-server
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# Verify
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redis-cli ping # should print: PONG
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```
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### Step 7 — Install Node.js dependencies
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```sh
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npm install
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```
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### Step 8 — Install Python dependencies
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Python dependencies are installed automatically by `npm install` (Step 7) via each service's `postinstall` script. Each service creates its own `.venv` virtual environment — no manual pip commands needed.
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> This approach is required on Debian 13+ where system-wide pip installs are blocked (PEP 668).
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### Step 9 — Set up environment variables
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Copy the `.env.example` files and fill in the required values.
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```sh
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npm run setup:env
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```
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### Step 10 — Set up the database
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```sh
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# Run migrations
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npm run db:migrate
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# Generate Prisma types
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npm run db:generate
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# Insert seed data
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npm run db:seed
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```
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### Step 11 — Configure nginx
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The repo includes `nginx.conf` in the project root. Install it as the active site config:
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```sh
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sudo cp nginx.conf /etc/nginx/sites-available/dental-app
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sudo ln -sf /etc/nginx/sites-available/dental-app /etc/nginx/sites-enabled/dental-app
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sudo nginx -t && sudo systemctl reload nginx
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```
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> **Important:** The `/api/` location block must include `proxy_set_header Authorization $http_authorization;`
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> Without it, nginx strips the Authorization header and the backend returns "Access denied. No token provided."
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### Step 12 — Run the app
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Open two terminals:
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**Terminal 1** — Backend + Frontend:
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```sh
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npm run dev
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```
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> On first boot the server automatically seeds all AI chat templates, SMS templates, and greeting messages for every user — no manual configuration needed.
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**Terminal 2** — Selenium service:
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```sh
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cd apps/SeleniumService
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.venv/bin/python3 agent.py
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```
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---
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## 📖 Developer Documentation
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- [Setting up server environment](docs/server-setup.md) — the first step, to run this app in environment.
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- [Development Hosts & Ports](docs/ports.md) — which app runs on which host/port
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---
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## This is a Turborepo. What's inside?
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### Apps and Packages
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- `apps/Backend` — Express.js API server
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- `apps/Frontend` — React + Vite frontend
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- `apps/SeleniumService` — Python FastAPI service for browser automation (insurance eligibility, claims)
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- `apps/PaymentOCRService` — Python service for payment OCR extraction
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- `@repo/eslint-config` — shared ESLint configuration
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- `@repo/typescript-config` — shared `tsconfig.json`s
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Each package/app is 100% [TypeScript](https://www.typescriptlang.org/) (except the Python services).
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### Utilities
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- [Tailwind CSS](https://tailwindcss.com/) for styles
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- [TypeScript](https://www.typescriptlang.org/) for static type checking
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- [ESLint](https://eslint.org/) for code linting
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- [Prettier](https://prettier.io) for code formatting
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