Add user profile API with name, title, company, phone, signature

src/db/schema.ts

@@ -12,6 +12,18 @@ export const users = pgTable('users', {
   updatedAt: timestamp('updated_at').defaultNow().notNull(),
 });
 
+// User profile (additional settings beyond BetterAuth)
+export const userProfiles = pgTable('user_profiles', {
+  id: uuid('id').primaryKey().defaultRandom(),
+  userId: text('user_id').references(() => users.id, { onDelete: 'cascade' }).notNull().unique(),
+  title: text('title'), // e.g., "Senior Wealth Advisor"
+  company: text('company'), // e.g., "ABC Financial Group"
+  phone: text('phone'),
+  emailSignature: text('email_signature'), // Custom signature block
+  createdAt: timestamp('created_at').defaultNow().notNull(),
+  updatedAt: timestamp('updated_at').defaultNow().notNull(),
+});
+
 // BetterAuth session table
 export const sessions = pgTable('sessions', {
   id: text('id').primaryKey(),

src/index.ts

@@ -4,6 +4,7 @@ import { auth } from './lib/auth';
 import { clientRoutes } from './routes/clients';
 import { emailRoutes } from './routes/emails';
 import { eventRoutes } from './routes/events';
+import { profileRoutes } from './routes/profile';
 import type { User } from './lib/auth';
 
 const app = new Elysia()
@@ -41,6 +42,7 @@ const app = new Elysia()
     .use(clientRoutes)
     .use(emailRoutes)
     .use(eventRoutes)
+    .use(profileRoutes)
   )
   
   // Error handler

src/routes/emails.ts

@@ -1,6 +1,6 @@
 import { Elysia, t } from 'elysia';
 import { db } from '../db';
-import { clients, communications } from '../db/schema';
+import { clients, communications, userProfiles } from '../db/schema';
 import { eq, and } from 'drizzle-orm';
 import { generateEmail, generateSubject, generateBirthdayMessage, type AIProvider } from '../services/ai';
 import { sendEmail } from '../services/email';
@@ -26,6 +26,21 @@ export const emailRoutes = new Elysia({ prefix: '/emails' })
       throw new Error('Client not found');
     }
     
+    // Get user profile for signature
+    const [profile] = await db.select()
+      .from(userProfiles)
+      .where(eq(userProfiles.userId, user.id))
+      .limit(1);
+    
+    // Build advisor info
+    const advisorInfo = {
+      name: user.name,
+      title: profile?.title || '',
+      company: profile?.company || '',
+      phone: profile?.phone || '',
+      signature: profile?.emailSignature || '',
+    };
+    
     // Generate email content
     console.log(`[${new Date().toISOString()}] Generating email for client ${client.firstName}, purpose: ${body.purpose}`);
     let content: string;
@@ -33,7 +48,11 @@ export const emailRoutes = new Elysia({ prefix: '/emails' })
     
     try {
       content = await generateEmail({
-        advisorName: user.name,
+        advisorName: advisorInfo.name,
+        advisorTitle: advisorInfo.title,
+        advisorCompany: advisorInfo.company,
+        advisorPhone: advisorInfo.phone,
+        advisorSignature: advisorInfo.signature,
         clientName: client.firstName,
         interests: client.interests || [],
         notes: client.notes || '',

src/routes/profile.ts

@@ -0,0 +1,99 @@
+import { Elysia, t } from 'elysia';
+import { db } from '../db';
+import { users, userProfiles } from '../db/schema';
+import { eq } from 'drizzle-orm';
+import type { User } from '../lib/auth';
+
+export const profileRoutes = new Elysia({ prefix: '/profile' })
+  // Get current user's profile
+  .get('/', async ({ user }: { user: User }) => {
+    // Get user and profile
+    const [profile] = await db.select()
+      .from(userProfiles)
+      .where(eq(userProfiles.userId, user.id))
+      .limit(1);
+    
+    return {
+      id: user.id,
+      name: user.name,
+      email: user.email,
+      title: profile?.title || null,
+      company: profile?.company || null,
+      phone: profile?.phone || null,
+      emailSignature: profile?.emailSignature || null,
+    };
+  })
+  
+  // Update profile
+  .put('/', async ({ body, user }: {
+    body: {
+      name?: string;
+      title?: string;
+      company?: string;
+      phone?: string;
+      emailSignature?: string;
+    };
+    user: User;
+  }) => {
+    // Update user name if provided
+    if (body.name) {
+      await db.update(users)
+        .set({ name: body.name, updatedAt: new Date() })
+        .where(eq(users.id, user.id));
+    }
+    
+    // Upsert profile
+    const profileData = {
+      title: body.title,
+      company: body.company,
+      phone: body.phone,
+      emailSignature: body.emailSignature,
+      updatedAt: new Date(),
+    };
+    
+    const [existing] = await db.select()
+      .from(userProfiles)
+      .where(eq(userProfiles.userId, user.id))
+      .limit(1);
+    
+    if (existing) {
+      await db.update(userProfiles)
+        .set(profileData)
+        .where(eq(userProfiles.userId, user.id));
+    } else {
+      await db.insert(userProfiles).values({
+        userId: user.id,
+        ...profileData,
+        createdAt: new Date(),
+      });
+    }
+    
+    // Return updated profile
+    const [profile] = await db.select()
+      .from(userProfiles)
+      .where(eq(userProfiles.userId, user.id))
+      .limit(1);
+    
+    const [updatedUser] = await db.select()
+      .from(users)
+      .where(eq(users.id, user.id))
+      .limit(1);
+    
+    return {
+      id: user.id,
+      name: updatedUser?.name || user.name,
+      email: user.email,
+      title: profile?.title || null,
+      company: profile?.company || null,
+      phone: profile?.phone || null,
+      emailSignature: profile?.emailSignature || null,
+    };
+  }, {
+    body: t.Object({
+      name: t.Optional(t.String({ minLength: 1 })),
+      title: t.Optional(t.String()),
+      company: t.Optional(t.String()),
+      phone: t.Optional(t.String()),
+      emailSignature: t.Optional(t.String()),
+    }),
+  });

src/services/ai.ts

@@ -29,18 +29,30 @@ const emailPrompt = ChatPromptTemplate.fromMessages([
   ['system', `You are a professional wealth advisor writing to a valued client.
 Maintain a warm but professional tone. Incorporate personal details naturally.
 Keep emails concise (3-4 paragraphs max).
-Do not include subject line - just the body.`],
-  ['human', `Advisor: {advisorName}
+Do not include subject line - just the body.
+Always sign off with the advisor's actual name and details provided. Never use placeholders like [Your Name].`],
+  ['human', `Advisor Info:
+- Name: {advisorName}
+- Title: {advisorTitle}
+- Company: {advisorCompany}
+- Phone: {advisorPhone}
+- Custom signature: {advisorSignature}
+
 Client: {clientName}
 Their interests: {interests}
 Recent notes: {notes}
-Purpose: {purpose}
 
-Generate a personalized email that feels genuine, not templated.`],
+Purpose of email: {purpose}
+
+Generate a personalized email that feels genuine, not templated. End with an appropriate signature using the advisor's real name and details.`],
 ]);
 
 export interface GenerateEmailParams {
   advisorName: string;
+  advisorTitle?: string;
+  advisorCompany?: string;
+  advisorPhone?: string;
+  advisorSignature?: string;
   clientName: string;
   interests: string[];
   notes: string;
@@ -55,6 +67,10 @@ export async function generateEmail(params: GenerateEmailParams): Promise<string
   
   const response = await chain.invoke({
     advisorName: params.advisorName,
+    advisorTitle: params.advisorTitle || 'Wealth Advisor',
+    advisorCompany: params.advisorCompany || '',
+    advisorPhone: params.advisorPhone || '',
+    advisorSignature: params.advisorSignature || '',
     clientName: params.clientName,
     interests: params.interests.join(', ') || 'not specified',
     notes: params.notes || 'No recent notes',