feat: AI chat scheduling, claim automation, and session improvements
- Internal AI chat: schedule_appointment intent books earliest available slot in Column A using office hours; claim_only intent looks up latest past appointment for service date, asks user when two appointments are within 7 days, auto-triggers correct Selenium worker with mapped prices - Gemini model updated to gemini-flash-latest; conversation history (15 messages) passed for pronoun/reference resolution; history trimmed to start with user turn so Gemini doesn't reject the context - Insurance alias file (insuranceAliases.json) replaces hardcoded siteKey matching; "tufs" now resolves to TUFTS_SCO - DOB format normalized (MM/DD/YYYY → YYYY-MM-DD) before parseLocalDate; autoCheck now fires for all insurance types, not just MH/CMSP - Claim form auto-submit: all handlers (MH, CCA, DDMA, UnitedDH, Tufts) accept formToUse and receive fee-schedule-priced form; prefillDone set after chatbot code prefill so autoSubmit gate opens correctly - Chatbot: chat history persisted in sessionStorage, cleared on logout and auto-logout; Clear button writes fresh state synchronously; message history window increased to 15 - DentaQuest/TuftsSCO Selenium: "Remember me" checkbox clicked before sign-in to persist OTP trust cookie across sessions Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
ff
@@ -9,6 +9,7 @@ import {
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MessageSquare,
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Send,
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Loader2,
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RotateCcw,
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} from "lucide-react";
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import { Button } from "@/components/ui/button";
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import { Label } from "@/components/ui/label";
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@@ -24,7 +25,8 @@ type Step =
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| "patient-found"
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| "eligibility-id-ready"
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| "check-and-claim-ready"
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| "need-insurance-clarification";
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| "need-insurance-clarification"
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| "need-appointment-selection";
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interface Message {
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id: number;
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@@ -96,14 +98,20 @@ function parseEligibilityInput(
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};
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}
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const INITIAL_MESSAGES: Message[] = [
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makeMsg("bot", "Hi! What can I help you with today?"),
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];
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const CHAT_STORAGE_KEY = "chatbot_messages";
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function loadSavedMessages(): Message[] {
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try {
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const raw = sessionStorage.getItem(CHAT_STORAGE_KEY);
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if (raw) return JSON.parse(raw) as Message[];
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} catch {}
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return [makeMsg("bot", "Hi! What can I help you with today?")];
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}
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export function ChatbotButton() {
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const [open, setOpen] = useState(false);
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const [step, setStep] = useState<Step>("menu");
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const [messages, setMessages] = useState<Message[]>(INITIAL_MESSAGES);
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const [messages, setMessages] = useState<Message[]>(loadSavedMessages);
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const [pasteInput, setPasteInput] = useState("");
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const [parseError, setParseError] = useState("");
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const [eligibilityData, setEligibilityData] = useState<EligibilityData | null>(null);
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@@ -112,6 +120,12 @@ export function ChatbotButton() {
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const [eligibilityIdData, setEligibilityIdData] = useState<{ memberId: string; dob: string; siteKey: string; autoCheck: string; patient: PatientResult | null } | null>(null);
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const [checkAndClaimData, setCheckAndClaimData] = useState<CheckAndClaimData | null>(null);
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const [clarificationData, setClarificationData] = useState<{ memberId: string; dob: string; patient: PatientResult | null; procedureNames: string[]; options: string[] } | null>(null);
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const [apptSelectionData, setApptSelectionData] = useState<{
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patient: PatientResult;
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siteKey: string;
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matchedCodes: { code: string; description: string }[];
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options: { label: string; appointmentId: number; serviceDate: string }[];
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} | null>(null);
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const [, setLocation] = useLocation();
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const messagesEndRef = useRef<HTMLDivElement>(null);
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const pasteRef = useRef<HTMLTextAreaElement>(null);
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@@ -121,6 +135,14 @@ export function ChatbotButton() {
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messagesEndRef.current?.scrollIntoView({ behavior: "smooth" });
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}, [messages, step]);
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// Persist messages across navigation (cleared on logout)
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useEffect(() => {
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try {
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const saveable = messages.filter((m) => !m.isLoading);
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sessionStorage.setItem(CHAT_STORAGE_KEY, JSON.stringify(saveable));
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} catch {}
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}, [messages]);
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useEffect(() => {
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if (step === "eligibility-input") {
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setTimeout(() => pasteRef.current?.focus(), 50);
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@@ -141,9 +163,9 @@ export function ChatbotButton() {
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return next;
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});
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const reset = () => {
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// Resets step/data only — keeps message history
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const resetStep = () => {
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setStep("menu");
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setMessages([makeMsg("bot", "Hi! What can I help you with today?")]);
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setPasteInput("");
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setParseError("");
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setEligibilityData(null);
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@@ -152,22 +174,33 @@ export function ChatbotButton() {
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setEligibilityIdData(null);
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setCheckAndClaimData(null);
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setClarificationData(null);
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setApptSelectionData(null);
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};
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// Full reset including message history and stored session
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const reset = () => {
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resetStep();
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const fresh = [makeMsg("bot", "Hi! What can I help you with today?")];
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try {
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sessionStorage.setItem(CHAT_STORAGE_KEY, JSON.stringify(fresh));
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} catch {}
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setMessages(fresh);
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};
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const handleClose = () => {
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setOpen(false);
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reset();
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resetStep();
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};
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const handleOptionSelect = (option: "eligibility" | "schedule" | "claims") => {
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if (option === "schedule") {
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addMsg("user", "Schedule an appointment");
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addMsg("bot", "Opening the appointments page...");
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setTimeout(() => { setLocation("/appointments"); setOpen(false); reset(); }, 600);
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setTimeout(() => { setLocation("/appointments"); setOpen(false); resetStep(); }, 600);
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} else if (option === "claims") {
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addMsg("user", "View claims");
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addMsg("bot", "Opening the claims page...");
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setTimeout(() => { setLocation("/claims"); setOpen(false); reset(); }, 600);
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setTimeout(() => { setLocation("/claims"); setOpen(false); resetStep(); }, 600);
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} else if (option === "eligibility") {
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addMsg("user", "Check Eligibility");
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addMsg("bot", "Please enter the patient's Member ID and Date of Birth:");
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@@ -199,7 +232,7 @@ export function ChatbotButton() {
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autoCheck: getAutoCheck(eligibilityData.dobISO),
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}));
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window.dispatchEvent(new CustomEvent("chatbot:eligibility-prefill"));
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setTimeout(() => { setLocation("/insurance-status"); setOpen(false); reset(); }, 600);
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setTimeout(() => { setLocation("/insurance-status"); setOpen(false); resetStep(); }, 600);
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};
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const handleEligibilityFromPatient = () => {
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@@ -214,13 +247,13 @@ export function ChatbotButton() {
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}));
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window.dispatchEvent(new CustomEvent("chatbot:eligibility-prefill"));
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}
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setTimeout(() => { setLocation("/insurance-status"); setOpen(false); reset(); }, 600);
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setTimeout(() => { setLocation("/insurance-status"); setOpen(false); resetStep(); }, 600);
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};
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const prefillAndNavigate = (memberId: string, dobISO: string, autoCheck: string) => {
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sessionStorage.setItem("chatbot_eligibility", JSON.stringify({ memberId, dob: dobISO, autoCheck }));
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window.dispatchEvent(new CustomEvent("chatbot:eligibility-prefill"));
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setTimeout(() => { setLocation("/insurance-status"); setOpen(false); reset(); }, 600);
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setTimeout(() => { setLocation("/insurance-status"); setOpen(false); resetStep(); }, 600);
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};
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const handleEligibilityIdRun = () => {
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@@ -257,13 +290,17 @@ export function ChatbotButton() {
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setStep("ai-loading");
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try {
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const res = await apiRequest("POST", "/api/ai/internal-chat", { message: text });
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const history = messages
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.filter((m) => !m.isLoading)
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.slice(-15)
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.map((m) => ({ role: m.role === "user" ? "user" : "assistant", text: m.text }));
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const res = await apiRequest("POST", "/api/ai/internal-chat", { message: text, history });
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const data = await res.json();
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replaceLastMsg(data.reply ?? "Sorry, I couldn't process that.");
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if (data.action === "navigate" && data.actionData?.url) {
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setTimeout(() => { setLocation(data.actionData.url); setOpen(false); reset(); }, 800);
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setTimeout(() => { setLocation(data.actionData.url); setOpen(false); resetStep(); }, 800);
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return;
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}
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@@ -313,6 +350,41 @@ export function ChatbotButton() {
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return;
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}
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if (data.action === "appointment_created") {
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setStep("menu");
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return;
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}
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if (data.action === "need_appointment_selection" && data.actionData) {
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setApptSelectionData({
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patient: data.actionData.patient,
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siteKey: data.actionData.siteKey,
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matchedCodes: data.actionData.matchedCodes ?? [],
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options: data.actionData.options ?? [],
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});
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setStep("need-appointment-selection");
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return;
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}
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if (data.action === "claim_only_ready" && data.actionData) {
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const { patient, matchedCodes, siteKey, serviceDate, appointmentId } = data.actionData;
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if (patient?.id && matchedCodes?.length > 0) {
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sessionStorage.setItem(
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"chatbot_claim_prefill",
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JSON.stringify({ codes: matchedCodes, siteKey, serviceDate, autoSubmit: true })
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);
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}
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const url = appointmentId
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? `/claims?appointmentId=${appointmentId}`
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: `/claims?newPatient=${patient?.id}`;
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setTimeout(() => {
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setLocation(url);
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setOpen(false);
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resetStep();
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}, 600);
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return;
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}
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setStep("menu");
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} catch {
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replaceLastMsg("Sorry, something went wrong. Please try again.");
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@@ -333,7 +405,8 @@ export function ChatbotButton() {
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step === "patient-found" ||
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step === "eligibility-id-ready" ||
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step === "check-and-claim-ready" ||
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step === "need-insurance-clarification";
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step === "need-insurance-clarification" ||
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step === "need-appointment-selection";
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return (
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<>
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@@ -360,13 +433,24 @@ export function ChatbotButton() {
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<Bot className="h-4 w-4" />
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<span className="font-semibold text-sm">Assistant</span>
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</div>
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<button
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onClick={handleClose}
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className="hover:opacity-70 transition-opacity rounded"
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aria-label="Close"
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>
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<X className="h-4 w-4" />
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</button>
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<div className="flex items-center gap-3">
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<button
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type="button"
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onClick={reset}
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className="flex items-center gap-1 text-xs hover:opacity-70 transition-opacity rounded px-1.5 py-0.5 border border-white/30 hover:bg-white/10"
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title="Clear chat history"
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>
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<RotateCcw className="h-3 w-3" />
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Clear
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</button>
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<button
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onClick={handleClose}
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className="hover:opacity-70 transition-opacity rounded"
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aria-label="Close"
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>
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<X className="h-4 w-4" />
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</button>
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</div>
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</div>
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{/* Messages */}
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@@ -631,6 +715,44 @@ export function ChatbotButton() {
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</div>
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)}
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{/* Appointment selection */}
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{step === "need-appointment-selection" && apptSelectionData && (
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<div className="bg-amber-50 border border-amber-200 rounded-xl p-3 space-y-2">
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<p className="text-xs font-semibold text-amber-800">Which appointment date?</p>
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<div className="flex flex-col gap-1.5 pt-1">
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{apptSelectionData.options.map((opt) => (
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<button
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key={opt.serviceDate}
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className="text-left text-xs px-3 py-2 rounded-lg border border-amber-300 hover:bg-amber-100 transition-colors font-medium"
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onClick={() => {
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addMsg("user", opt.label);
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addMsg("bot", `Using ${opt.label} as the service date.`);
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sessionStorage.setItem(
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"chatbot_claim_prefill",
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JSON.stringify({
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codes: apptSelectionData.matchedCodes,
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siteKey: apptSelectionData.siteKey,
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serviceDate: opt.serviceDate,
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autoSubmit: true,
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})
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);
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setTimeout(() => {
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setLocation(`/claims?appointmentId=${opt.appointmentId}`);
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setOpen(false);
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resetStep();
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}, 600);
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}}
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>
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{opt.label}
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</button>
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))}
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</div>
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<Button size="sm" variant="ghost" className="h-7 text-xs w-full" onClick={resetStep}>
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Cancel
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</Button>
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</div>
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)}
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<div ref={messagesEndRef} />
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</div>
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