Files
Wellspringmanagement01/apps/Backend/src/routes/twilio.ts
T
GiteadandClaude Sonnet 4.6 585b448b6e feat: schedule page SMS reminders with AI follow-up and reschedule column
- Add Text Reminder for Column button with per-column checkboxes and AI follow-up toggle (default on)
- Batch reminder endpoint resolves {firstName}, {officeName}, {appointmentDate}, {appointmentTime} from AI chat templates
- Add Reschedule for Column UI (logic TBD)
- Move Download Claim PDF for Column below Reschedule for Column
- Add reminderSms template field to AI Chat Settings with variable hints

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-09 23:17:05 -04:00

362 lines
13 KiB
TypeScript

import express, { Request, Response } from "express";
import twilio from "twilio";
import { storage } from "../storage";
import { prisma as db } from "@repo/db/client";
import { getHandoff, setHandoff, resetConversation, startNewPatientConversation, startRescheduleConversation, getAfterHoursHandoff, setAfterHoursHandoff } from "../ai/aiHandoffStore";
const router = express.Router();
function getTwilioClient(accountSid: string, authToken: string) {
return twilio(accountSid, authToken);
}
// GET /api/twilio/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.getTwilioSettings(userId);
if (!settings) return res.status(200).json(null);
return res.status(200).json({
id: settings.id,
accountSid: settings.accountSid,
authToken: settings.authToken,
phoneNumber: settings.phoneNumber,
greetingMessage: settings.greetingMessage,
});
} catch (err) {
return res.status(500).json({ error: "Failed to fetch Twilio settings", details: String(err) });
}
});
// PUT /api/twilio/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 { accountSid, authToken, phoneNumber, greetingMessage } = req.body;
if (!accountSid?.trim() || !authToken?.trim() || !phoneNumber?.trim()) {
return res.status(400).json({ message: "accountSid, authToken, and phoneNumber are required" });
}
const settings = await storage.upsertTwilioSettings(userId, {
accountSid: accountSid.trim(),
authToken: authToken.trim(),
phoneNumber: phoneNumber.trim(),
greetingMessage: greetingMessage?.trim() || null,
});
return res.status(200).json({
id: settings.id,
accountSid: settings.accountSid,
authToken: settings.authToken,
phoneNumber: settings.phoneNumber,
greetingMessage: settings.greetingMessage,
});
} catch (err) {
return res.status(500).json({ error: "Failed to save Twilio settings", details: String(err) });
}
});
// POST /api/twilio/send-sms
router.post("/send-sms", async (req: Request, res: Response): Promise<any> => {
try {
const userId = req.user?.id;
if (!userId) return res.status(401).json({ message: "Unauthorized" });
const { to, message, patientId, startFlow } = req.body;
if (!to || !message) return res.status(400).json({ message: "to and message are required" });
const settings = await storage.getTwilioSettings(userId);
if (!settings) {
return res.status(400).json({ message: "Twilio is not configured. Please add your Twilio credentials in Settings." });
}
const client = getTwilioClient(settings.accountSid, settings.authToken);
const twilioMsg = await client.messages.create({
body: message,
from: settings.phoneNumber,
to,
});
if (patientId) {
const pid = Number(patientId);
await storage.createCommunication({
patientId: pid,
userId,
channel: "sms",
direction: "outbound",
status: "sent",
body: message,
twilioSid: twilioMsg.sid,
});
// Set conversation stage based on which flow was started
if (startFlow === "new_patient") {
await startNewPatientConversation(userId, pid);
} else if (startFlow === "reschedule") {
await startRescheduleConversation(userId, pid);
} else if (startFlow === "no_follow_up") {
// AI follow-up disabled — leave existing stage untouched
} else {
// "reminder" or unspecified → start reminder AI flow
await resetConversation(userId, pid);
}
}
return res.status(200).json({ sid: twilioMsg.sid, status: twilioMsg.status });
} catch (err: any) {
return res.status(500).json({ error: err.message || "Failed to send SMS" });
}
});
// POST /api/twilio/send-reminders-batch
router.post("/send-reminders-batch", async (req: Request, res: Response): Promise<any> => {
try {
const userId = req.user?.id;
if (!userId) return res.status(401).json({ message: "Unauthorized" });
const { date, staffIds, aiFollowUp = true } = req.body as {
date: string;
staffIds: number[];
aiFollowUp?: boolean;
};
if (!date || !Array.isArray(staffIds) || staffIds.length === 0) {
return res.status(400).json({ message: "date and staffIds are required" });
}
const settings = await storage.getTwilioSettings(userId);
if (!settings) {
return res.status(400).json({ message: "Twilio is not configured. Please add your Twilio credentials in Settings." });
}
// Resolve office name and reminder SMS template
const officeContact = await storage.getOfficeContact(userId);
const officeName = (officeContact as any)?.officeName?.trim() || "";
const chatTemplates = await storage.getAiChatTemplates(userId);
const DEFAULT_REMINDER_SMS =
"Hi {firstName}, this is a reminder from {officeName}. You have an appointment on {appointmentDate} at {appointmentTime}. Please reply YES to confirm or NO to reschedule. Thank you!";
const templateBody = chatTemplates.reminderSms?.trim() || DEFAULT_REMINDER_SMS;
// Fetch appointments for the selected staff columns on the given date
const dayStart = new Date(date);
dayStart.setUTCHours(0, 0, 0, 0);
const dayEnd = new Date(date);
dayEnd.setUTCHours(23, 59, 59, 999);
const appointments = await db.appointment.findMany({
where: {
staffId: { in: staffIds },
date: { gte: dayStart, lte: dayEnd },
status: { not: "cancelled" },
patient: { userId },
},
include: {
patient: { select: { id: true, firstName: true, phone: true } },
},
orderBy: { startTime: "asc" },
});
// Format a date string as "May 9, 2026"
const months = ["January","February","March","April","May","June","July","August","September","October","November","December"];
const formatApptDate = (d: Date | string) => {
const dt = new Date(d);
return `${months[dt.getUTCMonth()]} ${dt.getUTCDate()}, ${dt.getUTCFullYear()}`;
};
const client = getTwilioClient(settings.accountSid, settings.authToken);
let sent = 0;
let skipped = 0;
// Deduplicate by patientId — send at most one reminder per patient per run
const seen = new Set<number>();
for (const appt of appointments) {
const patient = appt.patient;
if (!patient?.phone || seen.has(patient.id)) { skipped++; continue; }
seen.add(patient.id);
const apptDate = formatApptDate(appt.date);
const apptTime = typeof appt.startTime === "string"
? appt.startTime.substring(0, 5)
: String(appt.startTime);
const message = templateBody
.replace(/\{firstName\}/g, patient.firstName ?? "")
.replace(/\{officeName\}/g, officeName)
.replace(/\{appointmentDate\}/g, apptDate)
.replace(/\{appointmentTime\}/g, apptTime)
.replace(/\{date\}/g, apptDate)
.replace(/\{time\}/g, apptTime);
try {
const twilioMsg = await client.messages.create({
body: message,
from: settings.phoneNumber,
to: patient.phone,
});
await storage.createCommunication({
patientId: patient.id,
userId,
channel: "sms",
direction: "outbound",
status: "sent",
body: message,
twilioSid: twilioMsg.sid,
});
if (aiFollowUp) {
await resetConversation(userId, patient.id);
}
sent++;
} catch {
skipped++;
}
}
return res.status(200).json({ sent, skipped });
} catch (err: any) {
return res.status(500).json({ error: err.message || "Failed to send reminders" });
}
});
// GET /api/twilio/templates
router.get("/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.getTemplates(userId);
return res.status(200).json(templates);
} catch (err) {
return res.status(500).json({ error: "Failed to fetch templates", details: String(err) });
}
});
// PUT /api/twilio/templates/:key
router.put("/templates/:key", async (req: Request, res: Response): Promise<any> => {
try {
const userId = req.user?.id;
if (!userId) return res.status(401).json({ message: "Unauthorized" });
const { key } = req.params;
const { body } = req.body;
if (!key || !body?.trim()) return res.status(400).json({ message: "key and body are required" });
await storage.saveTemplate(userId, key, body.trim());
return res.status(200).json({ key, body: body.trim() });
} catch (err) {
return res.status(500).json({ error: "Failed to save template", details: String(err) });
}
});
// GET /api/twilio/after-hours-handoff
router.get("/after-hours-handoff", async (req: Request, res: Response): Promise<any> => {
try {
const userId = req.user?.id;
if (!userId) return res.status(401).json({ message: "Unauthorized" });
return res.status(200).json({ enabled: await getAfterHoursHandoff(userId) });
} catch (err) {
return res.status(500).json({ error: "Failed to get after-hours handoff state" });
}
});
// PUT /api/twilio/after-hours-handoff
router.put("/after-hours-handoff", async (req: Request, res: Response): Promise<any> => {
try {
const userId = req.user?.id;
if (!userId) return res.status(401).json({ message: "Unauthorized" });
const { enabled } = req.body;
if (typeof enabled !== "boolean") return res.status(400).json({ message: "enabled must be a boolean" });
await setAfterHoursHandoff(userId, enabled);
return res.status(200).json({ enabled });
} catch (err) {
return res.status(500).json({ error: "Failed to set after-hours handoff state" });
}
});
// GET /api/twilio/ai-handoff/:patientId
router.get("/ai-handoff/:patientId", async (req: Request, res: Response): Promise<any> => {
try {
const userId = req.user?.id;
if (!userId) return res.status(401).json({ message: "Unauthorized" });
const patientId = parseInt(req.params.patientId);
if (isNaN(patientId)) return res.status(400).json({ message: "Invalid patientId" });
return res.status(200).json({ enabled: await getHandoff(userId, patientId) });
} catch (err) {
return res.status(500).json({ error: "Failed to get AI handoff state" });
}
});
// PUT /api/twilio/ai-handoff/:patientId
router.put("/ai-handoff/:patientId", async (req: Request, res: Response): Promise<any> => {
try {
const userId = req.user?.id;
if (!userId) return res.status(401).json({ message: "Unauthorized" });
const patientId = parseInt(req.params.patientId);
if (isNaN(patientId)) return res.status(400).json({ message: "Invalid patientId" });
const { enabled } = req.body;
if (typeof enabled !== "boolean") return res.status(400).json({ message: "enabled must be a boolean" });
await setHandoff(userId, patientId, enabled);
return res.status(200).json({ enabled });
} catch (err) {
return res.status(500).json({ error: "Failed to set AI handoff state" });
}
});
// GET /api/twilio/recent-communications
router.get("/recent-communications", async (req: Request, res: Response): Promise<any> => {
try {
const userId = req.user?.id;
if (!userId) return res.status(401).json({ message: "Unauthorized" });
const limit = Math.min(50, parseInt(req.query.limit as string) || 20);
const communications = await storage.getRecentCommunicationsByUser(userId, limit);
return res.status(200).json(communications);
} catch (err) {
return res.status(500).json({ error: "Failed to fetch recent communications", details: String(err) });
}
});
// POST /api/twilio/make-call
router.post("/make-call", async (req: Request, res: Response): Promise<any> => {
try {
const userId = req.user?.id;
if (!userId) return res.status(401).json({ message: "Unauthorized" });
const { to, message, patientId } = req.body;
if (!to) return res.status(400).json({ message: "to is required" });
const settings = await storage.getTwilioSettings(userId);
if (!settings) {
return res.status(400).json({ message: "Twilio is not configured. Please add your Twilio credentials in Settings." });
}
const twimlMessage = message || "Hello, this is a call from your dental office.";
const twiml = `<Response><Say>${twimlMessage}</Say></Response>`;
const client = getTwilioClient(settings.accountSid, settings.authToken);
const call = await client.calls.create({
twiml,
from: settings.phoneNumber,
to,
});
if (patientId) {
await storage.createCommunication({
patientId: Number(patientId),
userId,
channel: "voice",
direction: "outbound",
status: "queued",
twilioSid: call.sid,
});
}
return res.status(200).json({ sid: call.sid, status: call.status });
} catch (err: any) {
return res.status(500).json({ error: err.message || "Failed to make call" });
}
});
export default router;