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feat: chatbot rendering provider override and NPI provider ordering

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- AI chat extracts 'with provider <name>' and routes claim to that provider
- Claim form reads provider from sessionStorage before any async effects run,
  preventing saved claim/procedure data from overriding the chatbot selection
- NPI provider settings table shows Provider #1 / #2 labels with up/down
  reorder buttons; Provider #1 is always the default for claims
- Default provider now uses sortOrder instead of hardcoded 'Mary Scannell'
- Added sortOrder column to NpiProvider schema with migration

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
Gitead
2026-06-11 13:17:05 -04:00
co-authored by Claude Sonnet 4.6
parent d4b9c1b889
commit 75c49ab1df
77 changed files with 385 additions and 105 deletions
Download Patch File Download Diff File Expand all files Collapse all files
apps/Frontend/src/components/claims/claim-form.tsx
+80 -19
View File
@@ -124,6 +124,16 @@ export function ClaimForm({
const [prefillDone, setPrefillDone] = useState(false);
const autoSubmittedRef = useRef(false);
// Read chatbot-requested rendering provider synchronously at mount (before any effects run)
// so the npiProviders effect always sees it, even when the provider list is already cached.
const [chatbotRenderingProvider] = useState<string | null>(() => {
try {
const raw = sessionStorage.getItem("chatbot_claim_prefill");
if (!raw) return null;
const parsed = JSON.parse(raw);
return (parsed?.renderingProvider as string | null | undefined) ?? null;
} catch { return null; }
});
// When an existing claim is loaded for the appointment, store its ID so
// the form submits an update instead of creating a new claim.
const [existingClaimId, setExistingClaimId] = useState<number | null>(null);
@@ -190,14 +200,27 @@ export function ClaimForm({
useEffect(() => {
if (!npiProviders.length) return;
// do not override if user already selected
// If chatbot specified a rendering provider, apply it (takes priority over default)
if (chatbotRenderingProvider) {
const needle = chatbotRenderingProvider.toLowerCase();
const matched = npiProviders.find(
(p) =>
p.providerName.toLowerCase().includes(needle) ||
needle.includes(p.providerName.toLowerCase()),
);
if (matched) {
setForm((prev) => ({
...prev,
npiProvider: { npiNumber: matched.npiNumber, providerName: matched.providerName },
}));
return;
}
}
// Do not override if user already selected (or chatbot already applied above)
if (form.npiProvider?.npiNumber) return;
const maryScannell = npiProviders.find(
(p) => p.providerName.toLowerCase() === "mary scannell",
);
const fallback = maryScannell || npiProviders[0];
const fallback = npiProviders[0];
if (fallback) {
setForm((prev) => ({
@@ -208,7 +231,7 @@ export function ClaimForm({
},
}));
}
}, [npiProviders]);
}, [npiProviders, chatbotRenderingProvider]);
// Service date state
const [serviceDateValue, setServiceDateValue] = useState<Date>(new Date());
@@ -401,8 +424,8 @@ export function ClaimForm({
if (matchedStaff) setStaff(matchedStaff);
}
// Restore NPI provider selection
if ((claim as any).npiProviderId && npiProviders.length > 0) {
// Restore NPI provider selection — chatbot override takes priority
if ((claim as any).npiProviderId && npiProviders.length > 0 && !chatbotRenderingProvider) {
const matchedNpi = npiProviders.find(
(p) => Number(p.id) === Number((claim as any).npiProviderId),
);
@@ -466,8 +489,8 @@ export function ClaimForm({
: {}),
}));
// Restore NPI provider from saved procedures
if (data.npiProviderId) {
// Restore NPI provider from saved procedures — chatbot override takes priority
if (data.npiProviderId && !chatbotRenderingProvider) {
const npiId = Number(data.npiProviderId);
setSavedProcNpiId(npiId);
// Apply immediately if providers are already loaded
@@ -503,9 +526,10 @@ export function ClaimForm({
if (!raw) return;
try {
const { codes, serviceDate } = JSON.parse(raw) as {
const { codes, serviceDate, renderingProvider } = JSON.parse(raw) as {
codes: { code: string; description: string; toothNumber?: string; toothSurface?: string }[];
serviceDate?: string;
renderingProvider?: string | null;
};
sessionStorage.removeItem("chatbot_claim_prefill");
if (!codes?.length) return;
@@ -879,7 +903,12 @@ export function ClaimForm({
const appointmentData = {
patientId: patientId,
date: serviceDate,
staffId: appointmentStaffId ?? staff?.id,
staffId: appointmentStaffId ?? staff?.id ?? 1,
title: serviceDate,
startTime: "09:00",
endTime: "09:30",
type: "recall",
status: "scheduled",
};
const created = await onHandleAppointmentSubmit(appointmentData);
@@ -1033,7 +1062,12 @@ export function ClaimForm({
const created = await onHandleAppointmentSubmit({
patientId,
date: serviceDate,
staffId: appointmentStaffId ?? staff?.id,
staffId: appointmentStaffId ?? staff?.id ?? 1,
title: serviceDate,
startTime: "09:00",
endTime: "09:30",
type: "recall",
status: "scheduled",
});
if (typeof created === "number" && created > 0) {
appointmentIdToUse = created;
@@ -1112,7 +1146,12 @@ export function ClaimForm({
const created = await onHandleAppointmentSubmit({
patientId,
date: serviceDate,
staffId: appointmentStaffId ?? staff?.id,
staffId: appointmentStaffId ?? staff?.id ?? 1,
title: serviceDate,
startTime: "09:00",
endTime: "09:30",
type: "recall",
status: "scheduled",
});
if (typeof created === "number" && created > 0) {
appointmentIdToUse = created;
@@ -1191,7 +1230,12 @@ export function ClaimForm({
const created = await onHandleAppointmentSubmit({
patientId,
date: serviceDate,
staffId: appointmentStaffId ?? staff?.id,
staffId: appointmentStaffId ?? staff?.id ?? 1,
title: serviceDate,
startTime: "09:00",
endTime: "09:30",
type: "recall",
status: "scheduled",
});
if (typeof created === "number" && created > 0) {
appointmentIdToUse = created;
@@ -1269,7 +1313,12 @@ export function ClaimForm({
const created = await onHandleAppointmentSubmit({
patientId,
date: serviceDate,
staffId: appointmentStaffId ?? staff?.id,
staffId: appointmentStaffId ?? staff?.id ?? 1,
title: serviceDate,
startTime: "09:00",
endTime: "09:30",
type: "recall",
status: "scheduled",
});
if (typeof created === "number" && created > 0) {
appointmentIdToUse = created;
@@ -1463,7 +1512,12 @@ export function ClaimForm({
const appointmentData = {
patientId: patientId,
date: serviceDate,
staffId: appointmentStaffId ?? staff?.id,
staffId: appointmentStaffId ?? staff?.id ?? 1,
title: serviceDate,
startTime: "09:00",
endTime: "09:30",
type: "recall",
status: "scheduled",
};
const created = await onHandleAppointmentSubmit(appointmentData);
if (typeof created === "number" && created > 0) {
@@ -1613,7 +1667,12 @@ export function ClaimForm({
const created = await onHandleAppointmentSubmit({
patientId: patientId,
date: serviceDate,
staffId: appointmentStaffId ?? staff?.id,
staffId: appointmentStaffId ?? staff?.id ?? 1,
title: serviceDate,
startTime: "09:00",
endTime: "09:30",
type: "recall",
status: "scheduled",
});
if (typeof created === "number" && created > 0) {
appointmentIdToUse = created;
@@ -1690,6 +1749,7 @@ export function ClaimForm({
!!form.memberId?.trim() &&
!!form.dateOfBirth?.trim() &&
!!form.patientName?.trim() &&
!!form.npiProvider?.npiNumber &&
Array.isArray(form.serviceLines) &&
form.serviceLines.some(
(l) => l.procedureCode && l.procedureCode.trim() !== "",
@@ -1700,6 +1760,7 @@ export function ClaimForm({
form.memberId,
form.dateOfBirth,
form.patientName,
form.npiProvider,
form.serviceLines,
]);