feat: chat window, preferred language, insurance contact, and AI call eligibility

- Schedule: right-click Chat option opens floating SMS chat window
- Chat window: SMS template selector with appointment date/time pre-filled
- Chat window: office name and phone pulled from Settings > Office Contact
- Chat window: Preferred Language selector (English, Spanish, Portuguese,
  Mandarin, Cantonese, Arabic, Haitian Creole) with fully translated templates
  and locale-aware date/time formatting
- Patient form: Preferred Language field (add/edit), default English
- Settings > Office Contact: added Dental Office Name field
- Settings > Advanced: Insurance Contact page (CRUD — company name + phone)
- Prisma schema: preferredLanguage on Patient, officeName on OfficeContact,
  new InsuranceContact model
- Patient management: Upload Patient Document moved below Patient Records
- Insurance Eligibility: AI Call Insurance collapsible section; insurance
  company and phone auto-populated from saved Insurance Contacts

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
Gitead
2026-05-07 16:42:37 -04:00
parent dd0df4a435
commit 16429320fa
16 changed files with 977 additions and 115 deletions

View File

@@ -30,6 +30,7 @@ import aiSettingsRoutes from "./ai-settings";
import officeHoursRoutes from "./office-hours";
import officeContactRoutes from "./office-contact";
import procedureTimeslotRoutes from "./procedure-timeslot";
import insuranceContactsRoutes from "./insurance-contacts";
const router = Router();
@@ -64,5 +65,6 @@ router.use("/ai", aiSettingsRoutes);
router.use("/office-hours", officeHoursRoutes);
router.use("/office-contact", officeContactRoutes);
router.use("/procedure-timeslot", procedureTimeslotRoutes);
router.use("/insurance-contacts", insuranceContactsRoutes);
export default router;

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@@ -0,0 +1,66 @@
import express, { Request, Response } from "express";
import { storage } from "../storage";
const router = express.Router();
router.get("/", async (req: Request, res: Response): Promise<any> => {
try {
const userId = req.user?.id;
if (!userId) return res.status(401).json({ message: "Unauthorized" });
const contacts = await storage.getInsuranceContactsByUser(userId);
return res.json(contacts);
} catch (err) {
return res.status(500).json({ error: "Failed to fetch insurance contacts", details: String(err) });
}
});
router.post("/", async (req: Request, res: Response): Promise<any> => {
try {
const userId = req.user?.id;
if (!userId) return res.status(401).json({ message: "Unauthorized" });
const { name, phoneNumber } = req.body;
if (!name?.trim()) return res.status(400).json({ message: "Insurance company name is required" });
const contact = await storage.createInsuranceContact({
userId,
name: name.trim(),
phoneNumber: phoneNumber?.trim() || undefined,
});
return res.status(201).json(contact);
} catch (err) {
return res.status(500).json({ error: "Failed to create insurance contact", details: String(err) });
}
});
router.put("/:id", async (req: Request, res: Response): Promise<any> => {
try {
const userId = req.user?.id;
if (!userId) return res.status(401).json({ message: "Unauthorized" });
const id = Number(req.params.id);
if (isNaN(id)) return res.status(400).json({ message: "Invalid ID" });
const { name, phoneNumber } = req.body;
if (name !== undefined && !name?.trim()) return res.status(400).json({ message: "Name cannot be empty" });
const contact = await storage.updateInsuranceContact(id, {
name: name?.trim(),
phoneNumber: phoneNumber?.trim() || undefined,
});
return res.json(contact);
} catch (err) {
return res.status(500).json({ error: "Failed to update insurance contact", details: String(err) });
}
});
router.delete("/:id", async (req: Request, res: Response): Promise<any> => {
try {
const userId = req.user?.id;
if (!userId) return res.status(401).json({ message: "Unauthorized" });
const id = Number(req.params.id);
if (isNaN(id)) return res.status(400).json({ message: "Invalid ID" });
const ok = await storage.deleteInsuranceContact(userId, id);
if (!ok) return res.status(404).json({ message: "Insurance contact not found" });
return res.status(204).send();
} catch (err) {
return res.status(500).json({ error: "Failed to delete insurance contact", details: String(err) });
}
});
export default router;

View File

@@ -22,8 +22,9 @@ router.put("/", async (req: Request, res: Response): Promise<any> => {
const userId = req.user?.id;
if (!userId) return res.status(401).json({ message: "Unauthorized" });
const { receptionistName, dentistName, phoneNumber, email, fax } = req.body;
const { officeName, receptionistName, dentistName, phoneNumber, email, fax } = req.body;
const record = await storage.upsertOfficeContact(userId, {
officeName: officeName ?? undefined,
receptionistName: receptionistName ?? undefined,
dentistName: dentistName ?? undefined,
phoneNumber: phoneNumber ?? undefined,

View File

@@ -22,6 +22,7 @@ import { aiSettingsStorage } from "./ai-settings-storage";
import { officeHoursStorage } from "./office-hours-storage";
import { officeContactStorage } from "./office-contact-storage";
import { procedureTimeslotStorage } from "./procedure-timeslot-storage";
import { insuranceContactStorage } from "./insurance-contact-storage";
export const storage = {
@@ -47,6 +48,7 @@ export const storage = {
...officeHoursStorage,
...officeContactStorage,
...procedureTimeslotStorage,
...insuranceContactStorage,
};

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@@ -0,0 +1,25 @@
import { prisma as db } from "@repo/db/client";
export const insuranceContactStorage = {
async getInsuranceContactsByUser(userId: number) {
return db.insuranceContact.findMany({
where: { userId },
orderBy: { name: "asc" },
});
},
async createInsuranceContact(data: { userId: number; name: string; phoneNumber?: string }) {
return db.insuranceContact.create({ data });
},
async updateInsuranceContact(id: number, data: { name?: string; phoneNumber?: string }) {
return db.insuranceContact.update({ where: { id }, data });
},
async deleteInsuranceContact(userId: number, id: number) {
const record = await db.insuranceContact.findFirst({ where: { id, userId } });
if (!record) return false;
await db.insuranceContact.delete({ where: { id } });
return true;
},
};

View File

@@ -6,6 +6,7 @@ export const officeContactStorage = {
},
async upsertOfficeContact(userId: number, data: {
officeName?: string;
receptionistName?: string;
dentistName?: string;
phoneNumber?: string;