TASK - Moving ExpenseBuddy to Production with Twilio

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A. Get a dedicated number for Whatsapp from Twilio - This is what we have now as per the mail thread above +12025191324

B. Handle the messages. As discussed previously we have 2 types of messages:

• Whatsapp notifications which are business initiated i.e sent by toppeq directly to the user - These type of messages need to have their template approved from whatsapp. Templates for this involves:
  • Greeting Welcome message
  • Notification message to a user (mapped to a toppeq header) when an expense is added to a toppeq header
  • Expense added summary notification (every variation of the template would need to be approved)
    • when there is due date
    • when there is payment date
• Messages that have been initiated by the user with the bot within a session of 24 hour period - These messages include the questions asked by the bot or the intermediate replies given by the bot to understand the expense captured. These would not need any approval from WhatsApp.

Criteria the template should meet in order for them to get approved:

• WhatsApp supports up to 250 templates per account
• Messages should not have marketing or subscription messages
• Placeholders must have double curly braces, such as {{1}}; single curly braces will not work.
• Templates must have a specific, self-evident purpose. For example: “{{1}} {{2}}” would be rejected because it could be abused to spam users. You need to surround the parameters with information so it is clear what type of information will be inserted.
• Templates should be concise and convey only the necessary information that aligns with the template category. We suggest getting feedback from others to ensure that the template text is clear.
• Templates must not have any grammatical or spelling mistakes. Templates that include even minor spelling or grammatical mistakes are likely to be rejected by WhatsApp.
• Templates should be tagged with the appropriate category and language.

Reference doc - https://docs.google.com/document/d/1Ygoi19BB9o59m7oX1gEMfpn7YF7yIY7IzFc8T_dMrHc/edit#

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Production link - https://wa.me/12025191324?text=hi

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@robiulpro we will need env variable to store whatsapp_twilio_environment = sandbox / production And 2 new columns in _whatsapp_company_twilioaccounts table - "sandbox_sender_phone" , "production_sender_phone"

The code for sending whatsapp messages should take sender phone basis the above

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For current account: sandbox_sender_phone = +14155238886

production_sender_phone = +12025191324

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Related whatsapp related ticket #707

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Final templates for Greeting message is as follows:

Great! Your expense was successfully added to Toppeq \u2705
{{1}}

Here's a summary:

*Description*: {{2}}
*Amount*: {{3}}
*Payment Status*: {{4}}
*Due Date*: {{5}}
*Recurring*: {{6}}
*Frequency*: {{7}}
*Category*: {{8}}
*Tags*: {{9}}
*Users Notified*: {{10}}

Great! Your expense was successfully added to Toppeq \u2705
{{1}}

Here's a summary:

*Description*: {{2}}
*Amount*: {{3}}
*Payment Status*: {{4}}
*Payment Date*: {{5}}
*Recurring*: {{6}}
*Frequency*: {{7}}
*Category*: {{8}}
*Tags*: {{9}}
*Users Notified*: {{10}}

Great! Your expense was successfully added to Toppeq \u2705
{{1}}

Here's a summary:

*Description*: {{2}}
*Amount*: {{3}}
*Payment Status*: {{4}}
*Due Date*: {{5}}
*Recurring*: {{6}}
*Category*: {{7}}
*Tags*: {{8}}
*Users Notified*: {{9}}

Great! Your expense was successfully added to Toppeq \u2705
{{1}}

Here's a summary:

*Description*: {{2}}
*Amount*: {{3}}
*Payment Status*: {{4}}
*Payment Date*: {{5}}
*Recurring*: {{6}}
*Category*: {{7}}
*Tags*: {{8}}
*Users Notified*: {{9}}

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{{1}}

Your {{2}} updates for the Toppeq cashflow projections are below 💸 :

*Gross Runway* _(All values less than {{3}} months)_
{{4}}

*Net Runway* _(All values less than {{5}} months)_
{{6}}

*Working Capital Ratio* _(Ideal range: {{7}} to {{8}})_
{{9}}

*Quick Ratio* _(Ideal range: {{10}} to {{11}})_
{{12}}

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{{1}}

Your {{2}} updates for the Toppeq cashflow projections are below 💸 :

*Gross Runway* _(All values less than {{3}} months)_
{{4}}

*Net Runway* _(All values less than {{5}} months)_
{{6}}

*Working Capital Ratio* _(Ideal range: {{7}} to {{8}})_
{{9}}

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{{1}}

Your {{2}} updates for the Toppeq cashflow projections are below 💸 :

*Gross Runway* _(All values less than {{3}} months)_
{{4}}

*Net Runway* _(All values less than {{5}} months)_
{{6}}

*Quick Ratio* _(Ideal range: {{10}} to {{11}})_
{{12}}

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{{1}}

Your {{2}} updates for the Toppeq cashflow projections are below 💸 :

*Net Runway* _(All values less than {{5}} months)_
{{6}}

*Working Capital Ratio* _(Ideal range: {{7}} to {{8}})_
{{9}}

*Quick Ratio* _(Ideal range: {{10}} to {{11}})_
{{12}}

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{{1}}

Your {{2}} updates for the Toppeq cashflow projections are below 💸 :

*Gross Runway* _(All values less than {{3}} months)_
{{4}}

*Working Capital Ratio* _(Ideal range: {{7}} to {{8}})_
{{9}}

*Quick Ratio* _(Ideal range: {{10}} to {{11}})_
{{12}}

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{{1}}

Your {{2}} updates for the Toppeq cashflow projections are below 💸 :

*Gross Runway* _(All values less than {{3}} months)_
{{4}}

*Net Runway* _(All values less than {{5}} months)_
{{6}}

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UAT moved to production.