feat: Download Filled Claim Form; BCBS AI claim returns to schedule date
- "Download Claim PDF for Column" -> "Download Filled Claim Form": ZIP of the ADA forms the app filled (e.g. BCBS) for appointments on the selected schedule date, all columns; Selenium-submitted claims are not included (GET /api/claims/filled-forms replaces /batch-pdf) - After a BCBS claim from "Claim for column with AI", go back to the schedule even when the queue is finished - Schedule remembers the selected date for the tab, so returning from the claims page keeps the working date instead of jumping to today Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
This commit is contained in:
Claude Opus 5.5
@@ -1046,74 +1046,68 @@ router.post(
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}
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);
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// GET /api/claims/batch-pdf
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// Query params: date=YYYY-MM-DD (required), staffIds=1,2 (required)
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// Returns a ZIP archive of all INSURANCE_CLAIM PdfFile records for patients
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// scheduled on that date in the given staff columns.
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// GET /api/claims/filled-forms?date=YYYY-MM-DD
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// ZIP of the claim forms the app fills itself (ADA paper forms, e.g. BCBS) for
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// appointments on that schedule date. Claims submitted through Selenium are not included.
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router.get(
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"/batch-pdf",
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"/filled-forms",
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async (req: Request, res: Response): Promise<any> => {
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const date = String(req.query.date ?? "").trim();
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const staffIdsRaw = String(req.query.staffIds ?? "").trim();
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if (!date) return res.status(400).json({ error: "Missing date query param" });
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if (!staffIdsRaw) return res.status(400).json({ error: "Missing staffIds query param" });
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if (!req.user?.id) return res.status(401).json({ error: "Unauthorized" });
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const staffIdFilter = new Set(
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staffIdsRaw.split(",").map(Number).filter((n) => Number.isFinite(n) && n > 0)
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);
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try {
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const allAppointments = await storage.getAppointmentsByDateForUser(date, req.user.id);
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const appointments = allAppointments.filter((a) => staffIdFilter.has(Number(a.staffId)));
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const appointments = await storage.getAppointmentsByDateForUser(date, req.user.id);
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const appointmentIds = appointments.map((a) => a.id).filter((id): id is number => id != null);
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const { prisma: db } = await import("@repo/db/client");
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const claims = appointmentIds.length
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? await db.claim.findMany({
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where: {
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appointmentId: { in: appointmentIds },
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userId: req.user.id,
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status: { notIn: ["VOID", "CANCELLED"] },
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},
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select: { id: true, patientId: true },
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})
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: [];
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type PdfEntry = { filename: string; data: Buffer };
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const pdfEntries: PdfEntry[] = [];
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for (const apt of appointments) {
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const patientId = apt.patientId;
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if (!patientId) continue;
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const claimIdsByPatient = new Map<number, Set<number>>();
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for (const c of claims) {
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if (!claimIdsByPatient.has(c.patientId)) claimIdsByPatient.set(c.patientId, new Set());
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claimIdsByPatient.get(c.patientId)!.add(c.id);
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}
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// Claim PDFs from Selenium are stored in PdfGroup (titleKey=INSURANCE_CLAIM) → PdfFile (binary pdfData)
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const group = await storage.findPdfGroupByPatientTitleKey(patientId, "INSURANCE_CLAIM");
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if (!group?.id) continue;
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const raw = await storage.getPdfFilesByGroupId(group.id);
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const files = (Array.isArray(raw) ? raw : (raw as any).data ?? []) as Array<{ filename: string; pdfData: unknown }>;
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for (const f of files) {
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if (!f.pdfData) continue;
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// Prisma Bytes → always convert to Buffer to satisfy archiver
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const buf = Buffer.isBuffer(f.pdfData)
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? f.pdfData
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: Buffer.from(f.pdfData as any);
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if (!buf.length) continue;
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// Sanitize filename: strip path components, keep safe chars
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const safeName = (f.filename || "claim.pdf").replace(/[/\\]/g, "_").trim() || "claim.pdf";
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pdfEntries.push({ filename: safeName, data: buf });
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for (const [patientId, claimIds] of claimIdsByPatient) {
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// Filled forms are saved as ADA_Claim_<Last>_<First>_<claimId>.pdf in the patient's "Claims" folder;
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// keep the newest file per claim
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const newestByClaim = new Map<number, { id: number; name: string }>();
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for (const cf of await storage.listPatientCategoryCloudFiles(patientId, "Claims")) {
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const m = /^ADA_Claim_.*_(\d+)\.pdf$/.exec(cf.name ?? "");
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if (!m || cf.id == null) continue;
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const claimId = Number(m[1]);
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if (!claimIds.has(claimId)) continue;
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const prev = newestByClaim.get(claimId);
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if (!prev || cf.id > prev.id) newestByClaim.set(claimId, { id: cf.id, name: cf.name! });
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}
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// New claim PDFs are saved to the patient's Cloud Storage "Claims" subfolder
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const cloudFiles = await storage.listPatientCategoryCloudFiles(patientId, "Claims");
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for (const cf of cloudFiles) {
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if (cf.id == null) continue;
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const full = await storage.getFile(cf.id);
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for (const { id, name } of newestByClaim.values()) {
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const full = await storage.getFile(id);
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if (!full?.diskPath) continue;
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const abs = path.join(process.cwd(), full.diskPath);
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if (!fs.existsSync(abs)) continue;
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const buf = fs.readFileSync(abs);
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if (!buf.length) continue;
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const safeName = (cf.name || "claim.pdf").replace(/[/\\]/g, "_").trim() || "claim.pdf";
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pdfEntries.push({ filename: safeName, data: buf });
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if (buf.length) pdfEntries.push({ filename: name, data: buf });
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}
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}
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if (pdfEntries.length === 0) {
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return res.status(404).json({ error: "No claim PDFs found for the selected columns and date" });
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return res.status(404).json({ error: `No filled claim forms for ${date}` });
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}
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const zipFilename = `claims_${date}.zip`;
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const zipFilename = `filled_claim_forms_${date}.zip`;
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res.setHeader("Content-Type", "application/zip");
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res.setHeader("Content-Disposition", `attachment; filename="${zipFilename}"`);
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@@ -1123,7 +1117,7 @@ router.get(
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let archiveError: Error | null = null;
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archive.on("error", (err) => {
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archiveError = err;
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console.error("[batch-pdf] archiver error:", err);
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console.error("[filled-forms] archiver error:", err);
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if (!res.headersSent) {
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res.status(500).json({ error: `ZIP creation failed: ${err.message}` });
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}
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@@ -1147,9 +1141,9 @@ router.get(
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await archive.finalize();
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}
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} catch (err: any) {
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console.error("[batch-pdf] error:", err);
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console.error("[filled-forms] error:", err);
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if (!res.headersSent) {
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return res.status(500).json({ error: err?.message ?? "Batch PDF download failed" });
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return res.status(500).json({ error: err?.message ?? "Filled claim form download failed" });
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}
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}
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}
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@@ -151,6 +151,8 @@ function resolveAppointmentBadgeStatus(apt: ScheduledAppointment): PatientStatus
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const APPOINTMENT_CONTEXT_MENU_ID = "appointment-context-menu";
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// 🔑 exported base key
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const SCHEDULE_DATE_KEY = "schedule_selected_date";
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export const QK_APPOINTMENTS_BASE = ["appointments", "day"] as const;
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// helper (optional) – mirrors the query key structure
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export const qkAppointmentsDay = (date: string) =>
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@@ -164,7 +166,19 @@ export default function AppointmentsPage() {
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const [editingAppointment, setEditingAppointment] = useState<
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Appointment | undefined
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>(undefined);
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const [selectedDate, setSelectedDate] = useState<Date>(startOfToday());
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// Remember the working date for this tab, so returning from the claims page keeps it
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const [selectedDate, setSelectedDate] = useState<Date>(() => {
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try {
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const saved = sessionStorage.getItem(SCHEDULE_DATE_KEY);
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if (saved) return parseLocalDate(saved);
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} catch {}
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return startOfToday();
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});
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useEffect(() => {
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try {
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sessionStorage.setItem(SCHEDULE_DATE_KEY, formatLocalDate(selectedDate));
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} catch {}
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}, [selectedDate]);
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const [location] = useLocation();
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const [confirmDeleteState, setConfirmDeleteState] = useState<{
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open: boolean;
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@@ -234,7 +248,6 @@ export default function AppointmentsPage() {
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const [selectedRescheduleColumns, setSelectedRescheduleColumns] = useState<Set<number>>(new Set());
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const [isSendingReschedule, setIsSendingReschedule] = useState(false);
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const [rescheduleAiFollowUp, setRescheduleAiFollowUp] = useState(true);
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const [selectedDownloadPdfColumns, setSelectedDownloadPdfColumns] = useState<Set<number>>(new Set());
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const [isDownloadingClaimPdfs, setIsDownloadingClaimPdfs] = useState(false);
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const [columnLabels, setColumnLabels] = useState<Record<string, string>>({});
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const [editingLabelStaffId, setEditingLabelStaffId] = useState<string | null>(null);
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@@ -282,15 +295,6 @@ export default function AppointmentsPage() {
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});
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};
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const toggleDownloadPdfColumn = (staffId: number) => {
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setSelectedDownloadPdfColumns((prev) => {
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const next = new Set(prev);
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if (next.has(staffId)) next.delete(staffId);
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else next.add(staffId);
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return next;
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});
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};
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const [, setLocation] = useLocation();
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// Select Procedures modal state (opened inline, no navigation)
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@@ -1499,13 +1503,12 @@ export default function AppointmentsPage() {
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};
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const handleDownloadClaimPdfs = async () => {
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if (!user || selectedDownloadPdfColumns.size === 0) return;
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const staffIdsParam = Array.from(selectedDownloadPdfColumns).join(",");
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if (!user) return;
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setIsDownloadingClaimPdfs(true);
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try {
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const res = await apiRequest(
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"GET",
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`/api/claims/batch-pdf?date=${formattedSelectedDate}&staffIds=${staffIdsParam}`
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`/api/claims/filled-forms?date=${formattedSelectedDate}`
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);
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if (!res.ok) {
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let errMsg = `Server error ${res.status}`;
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@@ -1517,12 +1520,12 @@ export default function AppointmentsPage() {
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const url = URL.createObjectURL(blob);
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const a = document.createElement("a");
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a.href = url;
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a.download = `claims_${formattedSelectedDate}.zip`;
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a.download = `filled_claim_forms_${formattedSelectedDate}.zip`;
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document.body.appendChild(a);
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a.click();
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document.body.removeChild(a);
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URL.revokeObjectURL(url);
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toast({ title: "Download started", description: `Claim PDFs for ${formattedSelectedDate} saved to your Downloads folder.` });
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toast({ title: "Download started", description: `Filled claim forms for ${formattedSelectedDate} saved to your Downloads folder.` });
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} catch (err: any) {
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toast({ title: "Download failed", description: err?.message ?? String(err), variant: "destructive" });
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} finally {
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@@ -1692,6 +1695,9 @@ export default function AppointmentsPage() {
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serviceDate,
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autoSubmit: true,
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}));
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// BCBS is a paper form filled and saved in the background — come straight back here
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if (/^bcbs/i.test(siteKey)) sessionStorage.setItem("ai_claim_return_to_schedule", "1");
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else sessionStorage.removeItem("ai_claim_return_to_schedule");
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setAiClaimModalOpen(false);
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setLocation(`/claims?appointmentId=${appointmentId}`);
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};
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@@ -2083,11 +2089,11 @@ export default function AppointmentsPage() {
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</div>
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</div>
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{/* Download Claim PDF for Column section */}
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{/* Download Filled Claim Form: ADA forms (e.g. BCBS) for the selected date */}
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<div className="flex items-center gap-2 border rounded-md px-3 py-2 bg-white shadow-sm">
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<Button
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onClick={() => handleDownloadClaimPdfs()}
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disabled={isLoading || isDownloadingClaimPdfs || selectedDownloadPdfColumns.size === 0}
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disabled={isLoading || isDownloadingClaimPdfs}
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size="sm"
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>
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{isDownloadingClaimPdfs ? (
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@@ -2098,26 +2104,10 @@ export default function AppointmentsPage() {
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) : (
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<>
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<Download className="h-4 w-4 mr-1" />
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Download Claim PDF for Column
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Download Filled Claim Form
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</>
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)}
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</Button>
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{staffMembers.map((staff, index) => (
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<label
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key={staff.id}
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className="flex items-center gap-1 cursor-pointer select-none"
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>
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<input
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type="checkbox"
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className="w-4 h-4 rounded border-gray-400 accent-teal-600"
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checked={selectedDownloadPdfColumns.has(Number(staff.id))}
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onChange={() => toggleDownloadPdfColumn(Number(staff.id))}
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/>
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<span className="text-sm font-medium">
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{columnLabels[String(staff.id)] ?? String.fromCharCode(65 + index)}
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</span>
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</label>
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))}
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</div>
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</div>
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</div>
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@@ -1176,6 +1176,13 @@ export default function ClaimsPage() {
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clearUrlParams(["newPatient", "appointmentId"]);
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// A BCBS claim started from the schedule returns there even when the queue is done
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if (sessionStorage.getItem("ai_claim_return_to_schedule")) {
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sessionStorage.removeItem("ai_claim_return_to_schedule");
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setWouterLocation("/appointments");
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return;
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}
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// If an AI claim queue is pending resume, go straight back to appointments
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try {
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const raw = sessionStorage.getItem("ai_claim_queue");
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