- Add movedByAi boolean column to Appointment table (default false)
- reschedule-graph: set movedByAi=true when AI moves an appointment
- PATCH /api/appointments/:id/confirm endpoint clears the movedByAi flag
- Schedule grid: show teal AI badge on appointment cards where movedByAi=true
- Right-click context menu: 'Manually Confirmed' removes the AI badge via the confirm endpoint
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Replace in-memory Maps in aiHandoffStore with DB-backed async functions
using new patient_conversation table (stage + aiHandoff per patient)
- Add afterHoursEnabled to ai_settings table (persists across restarts)
- Fix runtime crash in reschedule-graph: mon/tue/wed variables were out
of scope in the next-week fallback branch (ReferenceError)
- Wire rescheduleGreeting and generalFallback chat templates through to
LangGraph nodes so user-configured messages take effect
- Add otherNode to reminder-graph to handle unclassified patient replies
(e.g. "I want another appointment") and route to booking flow
- Fetch chatTemplates once per webhook request instead of per stage
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add floating chat window Hand-off to AI toggle (per-patient) and after-hours AI toggle (global)
- Add LangGraph-powered appointment reminder flow: AI introduces itself, classifies YES/NO, handles confirmation with appointment date/time
- Add multi-step rescheduling flow: ASAP vs next week, tomorrow offer, Mon/Tue/Wed picker, morning/afternoon time slot — automatically updates appointment in DB
- Add new patient / after-hours flow: new vs existing patient, dental insurance check, MassHealth Selenium eligibility check (auto-uses saved member ID + DOB for existing patients), self-pay fallback
- Add AI Chat Settings page (Settings → Advanced) with editable greeting templates and LangGraph flow diagrams for both reminder and new-patient flows
- Add Schedule a New Patient template option in chat window, starts new-patient conversation flow
- Add GET/PUT endpoints for AI handoff, after-hours handoff, and AI chat templates
- Add multilingual support (7 languages) across all AI reply nodes with LLM generation and hardcoded fallbacks
- Add pending reschedule in-memory store and conversation stage tracking across all flows
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- 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>
- Added copayment and adjustment fields (Decimal, default 0) to Payment
model in schema and directly to DB via ALTER TABLE
- Added PATCH /api/payments/:id/copayment and /adjustment routes
- Added inline-editable Copayment and Adjustment columns after MH Paid
with same click-to-edit format; Copayment in blue, Adjustment in orange
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Schedule columns default to labels A–F (localStorage, per-browser, click to rename)
- Settings → Advanced → Office Hours: configure Doctors (A-C) and Hygienists (D-F) AM/PM hours per weekday
- Gray out schedule slots outside office hours; override dialog for manual exceptions
- Override Office Hours toggle: select specific dates where all slots are open
- Fix appointment move: send only real DB fields to avoid Zod strict-mode rejection of computed fields (hasProcedures, hasClaimWithNumber)
- Fix backend PUT /appointments: safe error logging to prevent Prisma error crashing Node inspect
- Add OfficeHours Prisma model and GET/PUT /api/office-hours route
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Filter patient list by userId so each user sees only their own patients
- Sort patients by updatedAt DESC so recently checked patients appear first
- Add updatedAt field to Patient model (DB migration via raw SQL + db:generate)
- Fix DDMA name extraction: read from detail page "Name:" label, not search
results row text which included appended dates
- Fix PDF capture: use driver.get() instead of click() to avoid race condition
that was saving the search results page instead of the patient detail page
- Strip trailing bare dates from extracted names (e.g. "Rodriguez 04/27/2026")
- Handle "Last, First" comma format and single-word last names in splitName
- Normalize insuranceId consistently in createOrUpdatePatientByInsuranceId
- Fix OTP persistent session: stop clearing LocalStorage/IndexedDB on startup
(these hold the DDMA device trust token that skips OTP on subsequent logins)
- Increase post-navigation wait time for full page render before PDF generation
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add 'Select Procedures' right-click option on appointment page (separate from Claims/PreAuth)
- Select Procedures form saves CDT codes + NPI provider to AppointmentProcedure storage
- Remove Save button from insurance claim form; Claims/PreAuth opens for insurance submission only
- Claims/PreAuth auto-prefills from saved procedures including NPI provider
- Batch-column: procedures npiProviderId takes priority over stale claim npiProviderId
- Batch-column: auto-save PDF to patient Documents after successful submission (no socket needed)
- Add npiProviderId column to AppointmentProcedure table (prisma db push)
- Fix 'invalid db creation invocation': guard staffId, npiProviderId, procedureDate as Date object, totalBilled NaN guard
- Add full error logging to batch-column catch block
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
