feat: AI-powered eligibility detection from Copy Agent screenshots

Adds an "AI Detect & Check Eligibility" action to the Copy Agent page that
sends captured screenshots to Claude to extract Member ID/DOB, then opens
the chatbot's eligibility confirm step pre-filled with the result.

- POST /api/ai/detect-eligibility-info: Claude vision extraction of
  Member ID/DOB from uploaded screenshots.
- POST /api/patients/create-temp: auto-creates a placeholder "PID-<id>"
  patient (matched by insuranceId+dob) when no patient is selected, so
  screenshots can be saved immediately; the real eligibility check later
  rewrites the patient's name and Cloud Storage folder automatically via
  the existing createOrUpdatePatientByInsuranceId matching logic.
- Chatbot: Member ID/DOB on the confirm card are now editable (MM/DD/YYYY),
  with edits synced back to the patient record before the check runs.
- Fixed a useEffect ordering bug on the insurance-status page that could
  silently clear a chatbot-prefilled Member ID/DOB before the auto-trigger
  effect ran, preventing the eligibility check from ever starting.
- Added a local-disk-only screenshot backup (apps/Backend/uploads/
  screenshot-backups/) for debugging, not exposed anywhere in the UI.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
This commit is contained in:
2026-07-16 21:20:33 -04:00
co-authored by Claude Sonnet 5
parent 34312b62bc
commit c95d08c951
9 changed files with 748 additions and 57 deletions
@@ -30,6 +30,7 @@ export interface EligibilityProcessorResult {
patientUpdateStatus?: string;
pdfUploadStatus?: string;
pdfFileId?: number | string | null;
patientId?: number | null;
}
export async function runEligibilityProcessor(
@@ -109,6 +110,8 @@ export async function runEligibilityProcessor(
throw new Error(`Failed to create/update patient: ${e.message}`);
}
outputResult.patientId = patient?.id ?? null;
// 5) Update patient status
if (patient && patient.id !== undefined) {
let newStatus = "UNKNOWN";
@@ -121,13 +124,24 @@ export async function runEligibilityProcessor(
await storage.updatePatient(patient.id, updates);
outputResult.patientUpdateStatus = `Patient status updated to ${newStatus}`;
// Rename the Copy Agent page's temp folder ("PID-<id>") to the real name now that we know
// it — only touches folders still using that placeholder pattern, never a normal patient's.
const patientName = `${patient.firstName ?? ""} ${patient.lastName ?? ""}`.trim() || `Patient ${patient.id}`;
try {
const existingFolder = await storage.getPatientFolder(patient.id);
if (existingFolder && /^PID-\d+$/.test(existingFolder.name) && patientName) {
await storage.updateFolder((existingFolder as any).id, { name: patientName });
}
} catch (e) {
console.error("[eligibilityProcessor] temp folder rename failed:", e);
}
// 6) Save PDF
let createdPdfFileId: number | string | null = null;
if (seleniumResult.pdf_path?.endsWith(".pdf")) {
try {
const pdfBuffer = await fs.readFile(seleniumResult.pdf_path);
const patientName = `${patient.firstName ?? ""} ${patient.lastName ?? ""}`.trim() || `Patient ${patient.id}`;
const cloudFile = await storage.savePdfToCloudStorage(
userId,