Commit Graph
21 Commits
Author SHA1 Message Date
GiteadandClaude Sonnet 4.6 fc3e8c0e25 feat: add Auto Check MH Payment toggle with weekly schedule
Adds a toggle behind the Go button on the Payments page to automatically run the MH batch payment check on a user-selected day of week and hour. Default is off.

- Schema: added autoMhCheckEnabled, autoMhCheckDayOfWeek, autoMhCheckHour to User model
- Backend: new mhBatchPaymentService (shared logic), GET/PUT /auto-mh-check-setting routes, hourly cron job that fires on matching day+hour
- Frontend: toggle + day select (Mon–Sun) + time select (hourly) that persist immediately to DB

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-26 22:58:36 -04:00
GiteadandClaude Sonnet 4.6 b7e06adf2f feat: MassHealth PDF import auto-pays full balance + patient name fix
- PDF import now marks payments as PAID when MassHealth patient's
  mhPaidAmount >= totalBilled (no patient balance)
- Newly created patients from MH vouchers get insuranceProvider = 'MassHealth'
- Existing patients with blank insuranceProvider get it filled on import
- Fix: update patient name from PDF if existing record has empty name
- Various frontend/selenium/route updates

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-26 00:16:31 -04:00
Summit Dental CareandClaude Sonnet 4.6 7deba90db3 fix: use prisma db push after backup import to sync schema reliably
applyMissingMigrations ran the entire migration SQL as one transaction,
which rolled back all changes when any statement failed (e.g. adding a
NOT NULL column to a non-empty table). Replaced with prisma db push
which compares the schema and applies only what's needed. Also added
support for importing .sql files (not just .zip) in auto-import.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-25 16:05:18 -04:00
ffandClaude Sonnet 4.6 99a54cee9a feat: rclone syncs all 3 folders (backups, chat-history, uploads)
WebDAV server now serves the Backend root directory. Receiver pulls
backups/, chat-history/, and uploads/ individually so all data is
synced between PCs.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-24 23:50:40 -04:00
ffandClaude Sonnet 4.6 cbe7d13dd2 feat: add auto-import toggle to restore latest backup after rclone pull
Adds autoImportEnabled/autoImportHour to rclone config. A separate
hourly cron finds the latest .zip in backups/ and restores it to the
database (drop schema, psql restore, apply migrations). Frontend shows
toggle + time picker + Import Now button in the Receiver PC section.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-24 23:45:15 -04:00
ffandClaude Sonnet 4.6 5e881c9ff7 feat: integrate rclone WebDAV backup for PC-to-PC file sync
Source PC serves backups/ folder via rclone WebDAV server (auto-starts with app).
Receiver PC pulls backups on schedule using rclone sync.
Network Backup UI now has two tabs: Rclone and API Key.
Rclone installed automatically via postinstall script.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-24 23:29:36 -04:00
ffandClaude Sonnet 4.6 dc039741ca fix: Tufts SCO + UnitedDH pre-auth file upload, tooth fill, PDF and pre-auth number
- Frontend: upload attachments to disk before sending pre-auth payload (same pattern as claims)
- cloud-storage: finalizeFileUpload returns diskPath so Python workers get real file paths
- upload-to-cloud route: return diskPath instead of API URL
- TuftsSCO preAuth worker: skip 'Add a file' button click; send_keys directly to hidden react-aria-Input
- TuftsSCO preAuth worker: JS focus() on tooth field to bypass warning-banner overlay
- TuftsSCO preAuth worker: 1.5s wait after procedure code for layout shift to settle
- TuftsSCO preAuth worker: step8 waits for 'thank' in page_source then extracts via 'submitted pre-authorization' regex
- helpers_tuftssco_preauth: convert pdf_path → pdf_url (http://localhost:5002/downloads/...)
- tuftsSCOPreAuthProcessor: use pdf_url (not pdf_path), save preAuthNumber to preAuthNumber field
- unitedDHPreAuthProcessor: save preAuthNumber to preAuthNumber field (not claimNumber)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-15 23:54:05 -04:00
ffandClaude Sonnet 4.6 3978b16d7d feat: United/DentalHub + Tufts SCO pre-auth, cloud storage search & file thumbnails
- Add United/DentalHub pre-authorization Selenium worker, helpers, backend route/processor/client, and frontend OTP modal + wired button
- Add Tufts SCO pre-authorization Selenium worker, helpers, backend route/processor/client, and frontend OTP modal + wired button
- Fix btnSubmitAuthorization selector for UnitedDH preauth step2
- Fix Tufts SCO preauth step3 to target <span>pre-authorization</span> button
- Cloud storage search: default to "both" mode so patient folder names match on first search
- Cloud storage folder panel: auto-scroll to panel when opened from search results
- Cloud storage files: show inline image thumbnails and PDF badge in file grid

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-13 00:03:58 -04:00
ffandClaude Sonnet 4.6 a8ec1a21c0 feat: include uploads folder in network sync (all three subfolders)
Daily sync and Sync Now both pull database + uploads in one operation.
PC1 streams uploads/ as a zip via GET /network-backup-files (archiver).
PC2 clears cloud-storage, patients, and patient-documents then extracts
the fresh copy before resolving. Timeout extended to 5 min for large files.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-09 10:10:46 -04:00
ffandClaude Sonnet 4.6 f5f3768108 feat: add Network Backup section to Database Management
PC2 can now automatically pull and restore a fresh copy of PC1's database
on a daily schedule. Config and API key are stored in local JSON files so
they survive database restores.

- New networkSyncConfigService: file-based config (network-backup-key.json,
  network-sync-config.json) that persists through DB restores
- New networkSyncService: streams live pg_dump from source PC over HTTP and
  pipes into psql, then reconnects Prisma and applies missing migrations
- 6 new endpoints: get/regenerate API key, serve backup stream (key-auth
  only), get/save sync config, trigger immediate sync
- Hourly cron job that fires only when current hour matches configured syncHour
- NetworkBackupManager component: shows this machine's key (show/copy/regen)
  and receiver config (enable toggle, hour picker 0-23, source URL + key,
  Save + Sync Now, last sync status)
- README setup guide for both PCs

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-09 00:15:42 -04:00
ffandClaude Sonnet 4.6 e644d21cee feat: add BCBS MA eligibility check with OTP flow
- New Selenium worker (fresh Chrome per run, no persistent session)
  login → OTP modal → eTools → ConnectCenter → Verification →
  New Eligibility Request → fill form (NPI, member ID, DOB) →
  Expand All → CDP PDF back to app
- Backend route fetches BCBS_MA credentials + provider NPI from settings
- Frontend OTP modal with 6-digit code entry
- BCBS MA added to insurance credentials dropdown in settings

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-01 00:36:11 -04:00
GiteadandClaude Sonnet 4.6 adb5801023 feat: add missing selenium CCA preauth and UnitedDH claim client services
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-25 22:26:03 -04:00
GiteadandClaude Sonnet 4.6 3534ecb3c9 feat: Tufts SCO claim automation, Claim All button, fee schedule updates
- Add full Tufts SCO claim Selenium worker (steps 1-8): login with OTP
  support, member search, Create Claim, fill form, attach files, submit,
  extract claim number and save confirmation PDF
- Fix DentaQuest browser manager to preserve device trust token on startup
  (only clear cookies, not LocalStorage/IndexedDB) so OTP is only needed
  once for both eligibility and Tufts claim
- Fix Tufts SCO claim route credential lookup key (TUFTS_SCO not TuftsSCO)
- Add Tufts SCO and United/DentalHub entries to fee schedule update route
- Add "Claim All" button that auto-routes to the correct claim handler
  based on the Insurance Type dropdown value
- Add fee schedule JSON files for DDMA, Tufts SCO, and United/DentalHub

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-25 20:22:26 -04:00
GiteadandClaude Sonnet 4.6 cd1381e9c6 feat: DDMA claim submission with OTP, PDF, claim number extraction
- Add full DDMA claim Selenium flow (steps 1-8): search patient, open
  member page, create claim, fill form, attach files, next, submit,
  extract claim number and save confirmation PDF
- Add fee schedule price-mismatch dialog for all claim buttons (MH,
  CCA, DDMA, United, Tufts, Save) with optional price update to JSON
- Add OTP modal for DDMA claim when session expires, mirroring
  eligibility OTP flow
- Close Chrome after claim submission via quit_driver() (session
  preserved in profile)
- Move Map Price button between Direct Submission and procedure table,
  right-aligned above Billed Amount column
- Add fee-schedule update-price backend route
- Add DDMA claim processor with claimNumber/pdf_url result handling

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-24 13:35:04 -04:00
GiteadandClaude Sonnet 4.6 0e664e4813 feat: add CCA claim submission with Selenium automation
- Add CCA claim submit Selenium worker (login, fill form, attach docs, submit, capture dashboard PDF)
- Add CCA fee schedule (procedureCodesMH.json renamed, procedureCodesCCA.json added with D6010)
- Add backend route /api/claims/cca-claim, processor, and Selenium client
- Wire CCA claim handler in claims-page with job tracking and PDF preview popup
- Add insurance type dropdown in claim form (same options as eligibility page)
- Auto-populate insurance type from patient.insuranceProvider in claim form and patient edit form
- Map fee schedule by insurance type in Map Price button and combo buttons
- Fix CCA login speed (remove fixed sleeps, use readyState check)
- Fix CCA claim DOB format bug (was sending MM-DD-YYYY, now sends YYYY-MM-DD)
- Fix npiProviderId not saved for CCA claims
- Change Add Service → CCA Claim button (blue), MH → MH Claim

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-22 13:34:03 -04:00
GiteadandClaude Sonnet 4.6 dd0df4a435 feat: payment PDF extraction, import, and remittance tracking
- Add Upload Payment Documents section with Extract & Download (Excel)
  and Extract & Import (database) buttons
- PDF extractor (pdfplumber) parses MassHealth RA PDFs: two-pass
  strategy joins summary-page ICN/patient map with detail-page
  procedure data (CDT code, paid code, tooth, date, allowed amount)
- RA cover-page summary (Payee ID, RA #, Payment Amount, etc.)
  included as separate Excel sheet; numeric values written as numbers
- Backend PDF import route groups rows by Member #, finds/creates
  patient, creates Payment + ServiceLines with ICN per procedure
- Add icn, paidCode, allowedAmount fields to ServiceLine schema
- Payments table: status simplified to Paid in Full / Balance;
  adjustment auto-computed on mhPaidAmount/copayment change;
  Paid in Full and Revert buttons with confirmation dialogs
- Edit Payment modal: shows ICN, Paid Code, Allowed Amount per line
- PDF Import badge distinguishes from OCR imports in payments table

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-07 12:53:50 -04:00
GiteadandClaude Sonnet 4.6 79e20b693d feat: improve backup management, settings UI, and Twilio webhooks
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-04 00:52:42 -04:00
GiteadandClaude Sonnet 4.6 f5ec4a1480 feat: wire Tufts SCO to DentaQuest portal and fix insurance credential dropdown
- Add /dentaquest-eligibility endpoint in Python agent (Tufts SCO uses providers.dentaquest.com)
- Add backend route, processor, and service client for Tufts SCO (separate from UnitedSCO/DentalHub)
- Fix Tufts SCO button to post to new tuftssco route instead of unitedsco
- Fix credential field names: dentaquestUsername/Password (was tuftsscoUsername/Password)
- Fix socket event: listen for selenium:dentaquest_session_started (was unitedsco)
- Fix error visibility: keep session alive 30s on error so backend reads real message
- Replace free-text Site Key field with dropdown to prevent key mismatches

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-17 00:59:24 -04:00
ff 7fa7f405e2 feat: integrate DeltaIns, Tufts SCO, United SCO, and CCA eligibility checks 2026-04-16 15:02:50 -04:00
ff 66a3d271f1 feat: change backup format to plain SQL, admin-only cron, backup now button, import restore UI 2026-04-11 23:37:43 -04:00
Gitead 5d77e207c9 initial commit 2026-04-04 22:13:55 -04:00