Files
DentalManagementMH06/apps/Backend/src/routes/ai-settings.ts
Gitead ba2882957a feat: Users AI Chat multi-step workflows with CDT lookup and alias management
- Add eligibility_by_id and check_and_claim intents to internal chat
- New cdt-lookup.ts: keyword search against fee schedule JSON (no LLM)
- New internal-chat-workflow.ts: deterministic orchestration — patient
  resolution, insurance siteKey derivation, CDT code mapping
- Custom CDT aliases stored per-user in DB (TwilioSettings JSON blob)
  with GET/PUT /api/ai/cdt-aliases endpoints
- Chatbot UI: new steps for eligibility-id-ready, check-and-claim-ready,
  and need-insurance-clarification with insurance picker
- Settings UI: CDT Aliases CRUD table with built-in alias reference

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-03 17:44:19 -04:00

197 lines
7.4 KiB
TypeScript

import express, { Request, Response } from "express";
import { storage } from "../storage";
import { classifyInternalChat } from "../ai/internal-chat-graph";
import { runInternalChatWorkflow } from "../ai/internal-chat-workflow";
const router = express.Router();
// GET /api/ai/settings
router.get("/settings", async (req: Request, res: Response): Promise<any> => {
try {
const userId = req.user?.id;
if (!userId) return res.status(401).json({ message: "Unauthorized" });
const settings = await storage.getAiSettings(userId);
if (!settings) return res.status(200).json(null);
return res.status(200).json({
id: settings.id,
apiKey: settings.apiKey,
openPhoneReply: settings.openPhoneReply ?? false,
});
} catch (err) {
return res.status(500).json({ error: "Failed to fetch AI settings", details: String(err) });
}
});
// PUT /api/ai/settings
router.put("/settings", async (req: Request, res: Response): Promise<any> => {
try {
const userId = req.user?.id;
if (!userId) return res.status(401).json({ message: "Unauthorized" });
const { apiKey } = req.body;
if (!apiKey?.trim()) {
return res.status(400).json({ message: "apiKey is required" });
}
const settings = await storage.upsertAiSettings(userId, apiKey.trim());
return res.status(200).json({ id: settings.id, apiKey: settings.apiKey });
} catch (err) {
return res.status(500).json({ error: "Failed to save AI settings", details: String(err) });
}
});
// GET /api/ai/advanced-settings
router.get("/advanced-settings", async (req: Request, res: Response): Promise<any> => {
try {
const userId = req.user?.id;
if (!userId) return res.status(401).json({ message: "Unauthorized" });
const openPhoneReply = await storage.getOpenPhoneReply(userId);
return res.status(200).json({ openPhoneReply });
} catch (err) {
return res.status(500).json({ error: "Failed to fetch advanced settings", details: String(err) });
}
});
// PUT /api/ai/advanced-settings
router.put("/advanced-settings", async (req: Request, res: Response): Promise<any> => {
try {
const userId = req.user?.id;
if (!userId) return res.status(401).json({ message: "Unauthorized" });
const { openPhoneReply } = req.body;
if (typeof openPhoneReply !== "boolean") {
return res.status(400).json({ message: "openPhoneReply must be a boolean" });
}
await storage.setOpenPhoneReply(userId, openPhoneReply);
return res.status(200).json({ openPhoneReply });
} catch (err) {
return res.status(500).json({ error: "Failed to save advanced settings", details: String(err) });
}
});
// GET /api/ai/chat-templates
router.get("/chat-templates", async (req: Request, res: Response): Promise<any> => {
try {
const userId = req.user?.id;
if (!userId) return res.status(401).json({ message: "Unauthorized" });
const templates = await storage.getAiChatTemplates(userId);
return res.status(200).json(templates);
} catch (err) {
return res.status(500).json({ error: "Failed to fetch AI chat templates", details: String(err) });
}
});
// PUT /api/ai/chat-templates
router.put("/chat-templates", async (req: Request, res: Response): Promise<any> => {
try {
const userId = req.user?.id;
if (!userId) return res.status(401).json({ message: "Unauthorized" });
const { reminderGreeting, newPatientGreeting, generalFallback, rescheduleGreeting, reminderSms } = req.body;
await storage.saveAiChatTemplates(userId, { reminderGreeting, newPatientGreeting, generalFallback, rescheduleGreeting, reminderSms });
const updated = await storage.getAiChatTemplates(userId);
return res.status(200).json(updated);
} catch (err) {
return res.status(500).json({ error: "Failed to save AI chat templates", details: String(err) });
}
});
// 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) });
}
});
// GET /api/ai/cdt-aliases
router.get("/cdt-aliases", async (req: Request, res: Response): Promise<any> => {
try {
const userId = req.user?.id;
if (!userId) return res.status(401).json({ message: "Unauthorized" });
const aliases = await storage.getCdtAliases(userId);
return res.status(200).json(aliases);
} catch (err) {
return res.status(500).json({ error: "Failed to fetch CDT aliases", details: String(err) });
}
});
// PUT /api/ai/cdt-aliases
router.put("/cdt-aliases", async (req: Request, res: Response): Promise<any> => {
try {
const userId = req.user?.id;
if (!userId) return res.status(401).json({ message: "Unauthorized" });
const aliases = req.body;
if (!Array.isArray(aliases)) {
return res.status(400).json({ message: "Body must be an array of { phrase, cdtCode }" });
}
const cleaned = aliases
.filter((a: any) => typeof a?.phrase === "string" && typeof a?.cdtCode === "string")
.map((a: any) => ({
phrase: a.phrase.trim().toLowerCase(),
cdtCode: a.cdtCode.trim().toUpperCase(),
}));
await storage.saveCdtAliases(userId, cleaned);
return res.status(200).json(cleaned);
} catch (err) {
return res.status(500).json({ error: "Failed to save CDT aliases", 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, customAliases] = await Promise.all([
storage.getInternalChatSystemPrompt(userId),
storage.getCdtAliases(userId),
]);
const classification = await classifyInternalChat(
message.trim(),
aiSettings.apiKey,
extraSystemPrompt || undefined
);
const response = await runInternalChatWorkflow(classification, userId, storage, customAliases);
return res.status(200).json(response);
} catch (err) {
return res.status(500).json({ error: "Internal chat error", details: String(err) });
}
});
export default router;