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>

apps/Backend/src/routes/claims.ts

@@ -1046,74 +1046,68 @@ router.post(
   }
 );
 
-// GET /api/claims/batch-pdf
+// GET /api/claims/filled-forms?date=YYYY-MM-DD
-// Query params: date=YYYY-MM-DD (required), staffIds=1,2 (required)
+// ZIP of the claim forms the app fills itself (ADA paper forms, e.g. BCBS) for
-// Returns a ZIP archive of all INSURANCE_CLAIM PdfFile records for patients
+// appointments on that schedule date. Claims submitted through Selenium are not included.
-// scheduled on that date in the given staff columns.
 router.get(
-  "/batch-pdf",
+  "/filled-forms",
   async (req: Request, res: Response): Promise<any> => {
     const date = String(req.query.date ?? "").trim();
-    const staffIdsRaw = String(req.query.staffIds ?? "").trim();
-
     if (!date) return res.status(400).json({ error: "Missing date query param" });
-    if (!staffIdsRaw) return res.status(400).json({ error: "Missing staffIds query param" });
     if (!req.user?.id) return res.status(401).json({ error: "Unauthorized" });
 
-    const staffIdFilter = new Set(
-      staffIdsRaw.split(",").map(Number).filter((n) => Number.isFinite(n) && n > 0)
-    );
-
     try {
-      const allAppointments = await storage.getAppointmentsByDateForUser(date, req.user.id);
+      const appointments = await storage.getAppointmentsByDateForUser(date, req.user.id);
-      const appointments = allAppointments.filter((a) => staffIdFilter.has(Number(a.staffId)));
+      const appointmentIds = appointments.map((a) => a.id).filter((id): id is number => id != null);
+
+      const { prisma: db } = await import("@repo/db/client");
+      const claims = appointmentIds.length
+        ? await db.claim.findMany({
+            where: {
+              appointmentId: { in: appointmentIds },
+              userId: req.user.id,
+              status: { notIn: ["VOID", "CANCELLED"] },
+            },
+            select: { id: true, patientId: true },
+          })
+        : [];
 
       type PdfEntry = { filename: string; data: Buffer };
       const pdfEntries: PdfEntry[] = [];
 
-      for (const apt of appointments) {
+      const claimIdsByPatient = new Map<number, Set<number>>();
-        const patientId = apt.patientId;
+      for (const c of claims) {
-        if (!patientId) continue;
+        if (!claimIdsByPatient.has(c.patientId)) claimIdsByPatient.set(c.patientId, new Set());
+        claimIdsByPatient.get(c.patientId)!.add(c.id);
+      }
 
-        // Claim PDFs from Selenium are stored in PdfGroup (titleKey=INSURANCE_CLAIM) → PdfFile (binary pdfData)
+      for (const [patientId, claimIds] of claimIdsByPatient) {
-        const group = await storage.findPdfGroupByPatientTitleKey(patientId, "INSURANCE_CLAIM");
+        // Filled forms are saved as ADA_Claim_<Last>_<First>_<claimId>.pdf in the patient's "Claims" folder;
-        if (!group?.id) continue;
+        // keep the newest file per claim
-
+        const newestByClaim = new Map<number, { id: number; name: string }>();
-        const raw = await storage.getPdfFilesByGroupId(group.id);
+        for (const cf of await storage.listPatientCategoryCloudFiles(patientId, "Claims")) {
-        const files = (Array.isArray(raw) ? raw : (raw as any).data ?? []) as Array<{ filename: string; pdfData: unknown }>;
+          const m = /^ADA_Claim_.*_(\d+)\.pdf$/.exec(cf.name ?? "");
-
+          if (!m || cf.id == null) continue;
-        for (const f of files) {
+          const claimId = Number(m[1]);
-          if (!f.pdfData) continue;
+          if (!claimIds.has(claimId)) continue;
-          // Prisma Bytes → always convert to Buffer to satisfy archiver
+          const prev = newestByClaim.get(claimId);
-          const buf = Buffer.isBuffer(f.pdfData)
+          if (!prev || cf.id > prev.id) newestByClaim.set(claimId, { id: cf.id, name: cf.name! });
-            ? f.pdfData
-            : Buffer.from(f.pdfData as any);
-          if (!buf.length) continue;
-          // Sanitize filename: strip path components, keep safe chars
-          const safeName = (f.filename || "claim.pdf").replace(/[/\\]/g, "_").trim() || "claim.pdf";
-          pdfEntries.push({ filename: safeName, data: buf });
         }
-
+        for (const { id, name } of newestByClaim.values()) {
-        // New claim PDFs are saved to the patient's Cloud Storage "Claims" subfolder
+          const full = await storage.getFile(id);
-        const cloudFiles = await storage.listPatientCategoryCloudFiles(patientId, "Claims");
-        for (const cf of cloudFiles) {
-          if (cf.id == null) continue;
-          const full = await storage.getFile(cf.id);
           if (!full?.diskPath) continue;
           const abs = path.join(process.cwd(), full.diskPath);
           if (!fs.existsSync(abs)) continue;
           const buf = fs.readFileSync(abs);
-          if (!buf.length) continue;
+          if (buf.length) pdfEntries.push({ filename: name, data: buf });
-          const safeName = (cf.name || "claim.pdf").replace(/[/\\]/g, "_").trim() || "claim.pdf";
-          pdfEntries.push({ filename: safeName, data: buf });
         }
       }
 
       if (pdfEntries.length === 0) {
-        return res.status(404).json({ error: "No claim PDFs found for the selected columns and date" });
+        return res.status(404).json({ error: `No filled claim forms for ${date}` });
       }
 
-      const zipFilename = `claims_${date}.zip`;
+      const zipFilename = `filled_claim_forms_${date}.zip`;
       res.setHeader("Content-Type", "application/zip");
       res.setHeader("Content-Disposition", `attachment; filename="${zipFilename}"`);
 
@@ -1123,7 +1117,7 @@ router.get(
       let archiveError: Error | null = null;
       archive.on("error", (err) => {
         archiveError = err;
-        console.error("[batch-pdf] archiver error:", err);
+        console.error("[filled-forms] archiver error:", err);
         if (!res.headersSent) {
           res.status(500).json({ error: `ZIP creation failed: ${err.message}` });
         }
@@ -1147,9 +1141,9 @@ router.get(
         await archive.finalize();
       }
     } catch (err: any) {
-      console.error("[batch-pdf] error:", err);
+      console.error("[filled-forms] error:", err);
       if (!res.headersSent) {
-        return res.status(500).json({ error: err?.message ?? "Batch PDF download failed" });
+        return res.status(500).json({ error: err?.message ?? "Filled claim form download failed" });
       }
     }
   }

apps/Frontend/src/pages/appointments-page.tsx

@@ -151,6 +151,8 @@ function resolveAppointmentBadgeStatus(apt: ScheduledAppointment): PatientStatus
 const APPOINTMENT_CONTEXT_MENU_ID = "appointment-context-menu";
 
 // 🔑 exported base key
+const SCHEDULE_DATE_KEY = "schedule_selected_date";
+
 export const QK_APPOINTMENTS_BASE = ["appointments", "day"] as const;
 // helper (optional) – mirrors the query key structure
 export const qkAppointmentsDay = (date: string) =>
@@ -164,7 +166,19 @@ export default function AppointmentsPage() {
   const [editingAppointment, setEditingAppointment] = useState<
     Appointment | undefined
   >(undefined);
-  const [selectedDate, setSelectedDate] = useState<Date>(startOfToday());
+  // Remember the working date for this tab, so returning from the claims page keeps it
+  const [selectedDate, setSelectedDate] = useState<Date>(() => {
+    try {
+      const saved = sessionStorage.getItem(SCHEDULE_DATE_KEY);
+      if (saved) return parseLocalDate(saved);
+    } catch {}
+    return startOfToday();
+  });
+  useEffect(() => {
+    try {
+      sessionStorage.setItem(SCHEDULE_DATE_KEY, formatLocalDate(selectedDate));
+    } catch {}
+  }, [selectedDate]);
   const [location] = useLocation();
   const [confirmDeleteState, setConfirmDeleteState] = useState<{
     open: boolean;
@@ -234,7 +248,6 @@ export default function AppointmentsPage() {
   const [selectedRescheduleColumns, setSelectedRescheduleColumns] = useState<Set<number>>(new Set());
   const [isSendingReschedule, setIsSendingReschedule] = useState(false);
   const [rescheduleAiFollowUp, setRescheduleAiFollowUp] = useState(true);
-  const [selectedDownloadPdfColumns, setSelectedDownloadPdfColumns] = useState<Set<number>>(new Set());
   const [isDownloadingClaimPdfs, setIsDownloadingClaimPdfs] = useState(false);
   const [columnLabels, setColumnLabels] = useState<Record<string, string>>({});
   const [editingLabelStaffId, setEditingLabelStaffId] = useState<string | null>(null);
@@ -282,15 +295,6 @@ export default function AppointmentsPage() {
     });
   };
 
-  const toggleDownloadPdfColumn = (staffId: number) => {
-    setSelectedDownloadPdfColumns((prev) => {
-      const next = new Set(prev);
-      if (next.has(staffId)) next.delete(staffId);
-      else next.add(staffId);
-      return next;
-    });
-  };
-
   const [, setLocation] = useLocation();
 
   // Select Procedures modal state (opened inline, no navigation)
@@ -1499,13 +1503,12 @@ export default function AppointmentsPage() {
   };
 
   const handleDownloadClaimPdfs = async () => {
-    if (!user || selectedDownloadPdfColumns.size === 0) return;
+    if (!user) return;
-    const staffIdsParam = Array.from(selectedDownloadPdfColumns).join(",");
     setIsDownloadingClaimPdfs(true);
     try {
       const res = await apiRequest(
         "GET",
-        `/api/claims/batch-pdf?date=${formattedSelectedDate}&staffIds=${staffIdsParam}`
+        `/api/claims/filled-forms?date=${formattedSelectedDate}`
       );
       if (!res.ok) {
         let errMsg = `Server error ${res.status}`;
@@ -1517,12 +1520,12 @@ export default function AppointmentsPage() {
       const url = URL.createObjectURL(blob);
       const a = document.createElement("a");
       a.href = url;
-      a.download = `claims_${formattedSelectedDate}.zip`;
+      a.download = `filled_claim_forms_${formattedSelectedDate}.zip`;
       document.body.appendChild(a);
       a.click();
       document.body.removeChild(a);
       URL.revokeObjectURL(url);
-      toast({ title: "Download started", description: `Claim PDFs for ${formattedSelectedDate} saved to your Downloads folder.` });
+      toast({ title: "Download started", description: `Filled claim forms for ${formattedSelectedDate} saved to your Downloads folder.` });
     } catch (err: any) {
       toast({ title: "Download failed", description: err?.message ?? String(err), variant: "destructive" });
     } finally {
@@ -1692,6 +1695,9 @@ export default function AppointmentsPage() {
       serviceDate,
       autoSubmit: true,
     }));
+    // BCBS is a paper form filled and saved in the background — come straight back here
+    if (/^bcbs/i.test(siteKey)) sessionStorage.setItem("ai_claim_return_to_schedule", "1");
+    else sessionStorage.removeItem("ai_claim_return_to_schedule");
     setAiClaimModalOpen(false);
     setLocation(`/claims?appointmentId=${appointmentId}`);
   };
@@ -2083,11 +2089,11 @@ export default function AppointmentsPage() {
               </div>
             </div>
 
-            {/* Download Claim PDF for Column section */}
+            {/* Download Filled Claim Form: ADA forms (e.g. BCBS) for the selected date */}
             <div className="flex items-center gap-2 border rounded-md px-3 py-2 bg-white shadow-sm">
               <Button
                 onClick={() => handleDownloadClaimPdfs()}
-                disabled={isLoading || isDownloadingClaimPdfs || selectedDownloadPdfColumns.size === 0}
+                disabled={isLoading || isDownloadingClaimPdfs}
                 size="sm"
               >
                 {isDownloadingClaimPdfs ? (
@@ -2098,26 +2104,10 @@ export default function AppointmentsPage() {
                 ) : (
                   <>
                     <Download className="h-4 w-4 mr-1" />
-                    Download Claim PDF for Column
+                    Download Filled Claim Form
                   </>
                 )}
               </Button>
-              {staffMembers.map((staff, index) => (
-                <label
-                  key={staff.id}
-                  className="flex items-center gap-1 cursor-pointer select-none"
-                >
-                  <input
-                    type="checkbox"
-                    className="w-4 h-4 rounded border-gray-400 accent-teal-600"
-                    checked={selectedDownloadPdfColumns.has(Number(staff.id))}
-                    onChange={() => toggleDownloadPdfColumn(Number(staff.id))}
-                  />
-                  <span className="text-sm font-medium">
-                    {columnLabels[String(staff.id)] ?? String.fromCharCode(65 + index)}
-                  </span>
-                </label>
-              ))}
             </div>
           </div>
         </div>

apps/Frontend/src/pages/claims-page.tsx

@@ -1176,6 +1176,13 @@ export default function ClaimsPage() {
 
     clearUrlParams(["newPatient", "appointmentId"]);
 
+    // A BCBS claim started from the schedule returns there even when the queue is done
+    if (sessionStorage.getItem("ai_claim_return_to_schedule")) {
+      sessionStorage.removeItem("ai_claim_return_to_schedule");
+      setWouterLocation("/appointments");
+      return;
+    }
+
     // If an AI claim queue is pending resume, go straight back to appointments
     try {
       const raw = sessionStorage.getItem("ai_claim_queue");