fix: extract appointmentDate for multi_claim/batch_claim/preauth intents
The classifier prompt only told the AI that appointmentDate applies to schedule_appointment/claim_only/check_and_claim, so a trailing date like "all on 6/23/26" was dropped for multi-patient claims even though the workflow already reads c.appointmentDate for those intents and silently defaulted to today. Also add Prisma config/seed scripts and shopping-vendor types/schema updates. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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@@ -102,8 +102,12 @@ Intents:
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e.g. "claim #13 crown for flor and claim d5212 for bian"
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e.g. "claim perio exam for Maria and claim adult prophy for John"
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e.g. "claim D0120 for Jane and D1110 for Bob"
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e.g. "claim post #6 for A and comp #10 DL for B, all on 6/23/26"
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→ claimGroups: [{patientName:"A", procedureNames:["post #6"]}, {patientName:"B", procedureNames:["comp #10 DL"]}], appointmentDate: "2026-06-23"
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Use this when each patient has their OWN distinct set of procedures.
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Put each patient+procedures group into the "claimGroups" array.
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A trailing date phrase like "all on <date>" or "on <date>" at the end of the message sets
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appointmentDate for EVERY group — do not skip it just because it comes after multiple patients.
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Do NOT use batch_claim for this — batch_claim is ONLY for the SAME procedures applied to ALL patients.
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- batch_check_and_claim : user provides MULTIPLE member IDs with DOBs AND wants to claim PROCEDURES for all of them
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e.g. "check mh for 100xxxx 10/10/1988 and 200xxxx 5/5/2000, and claim perio exam and adult prophy"
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@@ -192,9 +196,13 @@ Rules:
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Extract just the name (without "Dr." prefix unless it's part of the name), omit if not mentioned
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- Keep fallbackReply to 1-2 sentences
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- For navigate intents, fallbackReply = "Opening the [page] page..." (e.g. "Opening the eligibility page...")
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- appointmentDate applies to BOTH schedule_appointment AND claim_only/check_and_claim:
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- appointmentDate applies to ALL claim/scheduling intents — schedule_appointment, claim_only,
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check_and_claim, batch_claim, multi_claim, batch_check_and_claim, and preauth:
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always set it to today's date (${today}) when the user says "today", "this visit", or similar
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set it to the specified date when the user mentions a date (e.g. "05/15/2026")
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This applies even when the date is mentioned once at the END of the message and covers
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multiple patients/groups (e.g. "...claim X for A and Y for B, all on 6/23/26" → appointmentDate
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applies to every group, not just the last one mentioned)
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omit it only when no date is mentioned at all (the backend will find the last appointment)
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- IMPORTANT: Users type dates in American M/D/YYYY format (month first, then day).
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e.g. "6/12/2026" means June 12 2026 (NOT December 6). "1/5/2026" means January 5 2026.
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