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>

.turbo/preferences/tui.json

@@ -1,4 +1,4 @@
 {
   "is_task_list_visible": true,
-  "active_task": "frontend#dev"
+  "active_task": "backend#dev"
 }

apps/Backend/src/ai/internal-chat-graph.ts

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

packages/db/prisma.config.js

@@ -0,0 +1,15 @@
+"use strict";
+var __importDefault = (this && this.__importDefault) || function (mod) {
+    return (mod && mod.__esModule) ? mod : { "default": mod };
+};
+Object.defineProperty(exports, "__esModule", { value: true });
+const dotenv_1 = __importDefault(require("dotenv"));
+const path_1 = __importDefault(require("path"));
+const config_1 = require("prisma/config");
+dotenv_1.default.config({ path: path_1.default.resolve(__dirname, ".env") });
+exports.default = (0, config_1.defineConfig)({
+    schema: "prisma/schema.prisma",
+    datasource: {
+        url: (0, config_1.env)("DATABASE_URL"),
+    },
+});

packages/db/prisma/prisma.config.js

@@ -0,0 +1,18 @@
+"use strict";
+var __importDefault = (this && this.__importDefault) || function (mod) {
+    return (mod && mod.__esModule) ? mod : { "default": mod };
+};
+Object.defineProperty(exports, "__esModule", { value: true });
+const dotenv_1 = __importDefault(require("dotenv"));
+const path_1 = __importDefault(require("path"));
+const config_1 = require("prisma/config");
+dotenv_1.default.config({ path: path_1.default.resolve(__dirname, ".env") });
+exports.default = (0, config_1.defineConfig)({
+    schema: "schema.prisma",
+    datasource: {
+        url: (0, config_1.env)("DATABASE_URL"),
+    },
+    migrations: {
+        seed: "ts-node prisma/seed.ts",
+    },
+});

packages/db/prisma/seed.js

@@ -0,0 +1,54 @@
+"use strict";
+var __awaiter = (this && this.__awaiter) || function (thisArg, _arguments, P, generator) {
+    function adopt(value) { return value instanceof P ? value : new P(function (resolve) { resolve(value); }); }
+    return new (P || (P = Promise))(function (resolve, reject) {
+        function fulfilled(value) { try { step(generator.next(value)); } catch (e) { reject(e); } }
+        function rejected(value) { try { step(generator["throw"](value)); } catch (e) { reject(e); } }
+        function step(result) { result.done ? resolve(result.value) : adopt(result.value).then(fulfilled, rejected); }
+        step((generator = generator.apply(thisArg, _arguments || [])).next());
+    });
+};
+var __importDefault = (this && this.__importDefault) || function (mod) {
+    return (mod && mod.__esModule) ? mod : { "default": mod };
+};
+Object.defineProperty(exports, "__esModule", { value: true });
+const dotenv_1 = __importDefault(require("dotenv"));
+const path_1 = __importDefault(require("path"));
+dotenv_1.default.config({ path: path_1.default.resolve(__dirname, ".env") });
+const prisma_1 = require("../generated/prisma");
+const adapter_pg_1 = require("@prisma/adapter-pg");
+const bcrypt_1 = __importDefault(require("bcrypt"));
+const adapter = new adapter_pg_1.PrismaPg({ connectionString: process.env.DATABASE_URL });
+const prisma = new prisma_1.PrismaClient({ adapter });
+function main() {
+    return __awaiter(this, void 0, void 0, function* () {
+        const hashedPassword = yield bcrypt_1.default.hash("123456", 10);
+        const admin = yield prisma.user.upsert({
+            where: { username: "admin" },
+            update: {},
+            create: { username: "admin", password: hashedPassword },
+        });
+        console.log("Seed complete: admin user created (username: admin, password: 123456)");
+        // Seed 5 default staff members — rename these to real staff names in Settings
+        const defaultStaff = ["A", "B", "C", "D", "E"];
+        for (const name of defaultStaff) {
+            const existing = yield prisma.staff.findFirst({
+                where: { userId: admin.id, name },
+            });
+            if (!existing) {
+                yield prisma.staff.create({
+                    data: { userId: admin.id, name, role: "Staff" },
+                });
+            }
+        }
+        console.log("Seed complete: 5 default staff members created (A, B, C, D, E)");
+    });
+}
+main()
+    .catch((e) => {
+    console.error(e);
+    process.exit(1);
+})
+    .finally(() => __awaiter(void 0, void 0, void 0, function* () {
+    yield prisma.$disconnect();
+}));

packages/db/scripts/patch-prisma-imports.js

@@ -0,0 +1,223 @@
+#!/usr/bin/env ts-node
+"use strict";
+/**
+ * patch-prisma-imports.ts (SAFE)
+ *
+ * - Converts value-level imports/exports of `Prisma` -> type-only imports/exports
+ *   (splits mixed imports).
+ * - Replaces runtime usages of `Prisma.Decimal` -> `Decimal`.
+ * - Ensures exactly one `import Decimal from "decimal.js";` per file.
+ * - DEDICATED: only modifies TypeScript source files (.ts/.tsx).
+ * - SKIPS: files under packages/db/generated/prisma (the Prisma runtime package).
+ *
+ * Usage:
+ *   npx ts-node packages/db/scripts/patch-prisma-imports.ts
+ *
+ * Run after `prisma generate` (and make sure generated runtime .js are restored
+ * if they were modified — see notes below).
+ */
+var __awaiter = (this && this.__awaiter) || function (thisArg, _arguments, P, generator) {
+    function adopt(value) { return value instanceof P ? value : new P(function (resolve) { resolve(value); }); }
+    return new (P || (P = Promise))(function (resolve, reject) {
+        function fulfilled(value) { try { step(generator.next(value)); } catch (e) { reject(e); } }
+        function rejected(value) { try { step(generator["throw"](value)); } catch (e) { reject(e); } }
+        function step(result) { result.done ? resolve(result.value) : adopt(result.value).then(fulfilled, rejected); }
+        step((generator = generator.apply(thisArg, _arguments || [])).next());
+    });
+};
+var __importDefault = (this && this.__importDefault) || function (mod) {
+    return (mod && mod.__esModule) ? mod : { "default": mod };
+};
+Object.defineProperty(exports, "__esModule", { value: true });
+const fs_1 = __importDefault(require("fs"));
+const path_1 = __importDefault(require("path"));
+const fast_glob_1 = __importDefault(require("fast-glob"));
+const repoRoot = process.cwd();
+const GENERATED_FRAGMENT = path_1.default.join("packages", "db", "generated", "prisma");
+// Only operate on TS sources (do NOT touch .js)
+const GLOBS = [
+    "packages/db/shared/**/*.ts",
+    "packages/db/shared/**/*.tsx",
+    "packages/db/generated/**/*.ts",
+    "packages/db/generated/**/*.tsx",
+];
+// -------------------- helpers --------------------
+function isFromGeneratedPrisma(fromPath) {
+    // match relative imports that include generated/prisma
+    return (fromPath.includes("generated/prisma") ||
+        fromPath.includes("/generated/prisma") ||
+        fromPath.includes("\\generated\\prisma"));
+}
+function splitSpecifiers(list) {
+    return list
+        .split(",")
+        .map((s) => s.trim())
+        .filter(Boolean);
+}
+function buildNamedImport(specs) {
+    return `{ ${specs.join(", ")} }`;
+}
+function extractDecimalLines(src) {
+    const lines = src.split(/\r?\n/);
+    const matches = [];
+    const regexes = [
+        /^import\s+Decimal\s+from\s+['"]decimal\.js['"]\s*;?/,
+        /^import\s+\{\s*Decimal\s*\}\s+from\s+['"]decimal\.js['"]\s*;?/,
+        /^import\s+\*\s+as\s+Decimal\s+from\s+['"]decimal\.js['"]\s*;?/,
+        /^(const|let|var)\s+Decimal\s*=\s*require\(\s*['"]decimal\.js['"]\s*\)\s*;?/,
+        /^(const|let|var)\s+Decimal\s*=\s*require\(\s*['"]decimal\.js['"]\s*\)\.default\s*;?/,
+    ];
+    lines.forEach((line, i) => {
+        for (const re of regexes) {
+            if (re.test(line)) {
+                matches.push(i);
+                break;
+            }
+        }
+    });
+    return { lines, matches };
+}
+function ensureSingleDecimalImport(src) {
+    const { lines, matches } = extractDecimalLines(src);
+    if (matches.length === 0)
+        return src;
+    // remove all matched import/require lines
+    // do in reverse index order to keep indices valid
+    matches
+        .slice()
+        .sort((a, b) => b - a)
+        .forEach((idx) => lines.splice(idx, 1));
+    let result = lines.join("\n");
+    // insert single canonical import if missing
+    if (!/import\s+Decimal\s+from\s+['"]decimal\.js['"]/.test(result)) {
+        const importBlockMatch = result.match(/^(?:\s*import[\s\S]*?;\r?\n)+/);
+        if (importBlockMatch && importBlockMatch.index !== undefined) {
+            const idx = importBlockMatch[0].length;
+            result =
+                result.slice(0, idx) +
+                    `\nimport Decimal from "decimal.js";\n` +
+                    result.slice(idx);
+        }
+        else {
+            result = `import Decimal from "decimal.js";\n` + result;
+        }
+    }
+    // collapse excessive blank lines
+    result = result.replace(/\n{3,}/g, "\n\n");
+    return result;
+}
+function replacePrismaDecimalRuntime(src) {
+    if (!/\bPrisma\.Decimal\b/.test(src))
+        return { out: src, changed: false };
+    // mask import/export-from lines so we don't accidentally change them
+    const placeholder = "__MASK_IMPORT_EXPORT__" + Math.random().toString(36).slice(2);
+    const saved = [];
+    const masked = src.replace(/(^\s*(?:import|export)\s+[\s\S]*?from\s+['"][^'"]+['"]\s*;?)/gm, (m) => {
+        saved.push(m);
+        return `${placeholder}${saved.length - 1}__\n`;
+    });
+    const replaced = masked.replace(/\bPrisma\.Decimal\b/g, "Decimal");
+    const restored = replaced.replace(new RegExp(`${placeholder}(\\d+)__\\n`, "g"), (_m, i) => saved[Number(i)] || "");
+    return { out: restored, changed: true };
+}
+// -------------------- patching logic --------------------
+function patchFileContent(src, filePath) {
+    // safety: do not edit runtime prisma package files
+    const normalized = path_1.default.normalize(filePath);
+    if (normalized.includes(path_1.default.normalize(GENERATED_FRAGMENT))) {
+        // skip any files inside packages/db/generated/prisma
+        return { out: src, changed: false, skipped: true };
+    }
+    let out = src;
+    let changed = false;
+    // 1) Named imports
+    out = out.replace(/import\s+(?!type)(\{[^}]+\})\s+from\s+(['"])([^'"]+)\2\s*;?/gm, (match, specBlock, q, fromPath) => {
+        if (!isFromGeneratedPrisma(fromPath))
+            return match;
+        const specList = specBlock.replace(/^\{|\}$/g, "").trim();
+        const specs = splitSpecifiers(specList);
+        const prismaEntries = specs.filter((s) => /^\s*Prisma(\s+as\s+\w+)?\s*$/.test(s));
+        const otherEntries = specs.filter((s) => !/^\s*Prisma(\s+as\s+\w+)?\s*$/.test(s));
+        if (prismaEntries.length === 0)
+            return match;
+        changed = true;
+        let replacement = `import type ${buildNamedImport(prismaEntries)} from ${q}${fromPath}${q};`;
+        if (otherEntries.length > 0) {
+            replacement += `\nimport ${buildNamedImport(otherEntries)} from ${q}${fromPath}${q};`;
+        }
+        return replacement;
+    });
+    // 2) Named exports
+    out = out.replace(/export\s+(?!type)(\{[^}]+\})\s+from\s+(['"])([^'"]+)\2\s*;?/gm, (match, specBlock, q, fromPath) => {
+        if (!isFromGeneratedPrisma(fromPath))
+            return match;
+        const specList = specBlock.replace(/^\{|\}$/g, "").trim();
+        const specs = splitSpecifiers(specList);
+        const prismaEntries = specs.filter((s) => /^\s*Prisma(\s+as\s+\w+)?\s*$/.test(s));
+        const otherEntries = specs.filter((s) => !/^\s*Prisma(\s+as\s+\w+)?\s*$/.test(s));
+        if (prismaEntries.length === 0)
+            return match;
+        changed = true;
+        let replacement = `export type ${buildNamedImport(prismaEntries)} from ${q}${fromPath}${q};`;
+        if (otherEntries.length > 0) {
+            replacement += `\nexport ${buildNamedImport(otherEntries)} from ${q}${fromPath}${q};`;
+        }
+        return replacement;
+    });
+    // 3) Namespace imports
+    out = out.replace(/import\s+\*\s+as\s+([A-Za-z0-9_$]+)\s+from\s+(['"])([^'"]+)\2\s*;?/gm, (match, ns, q, fromPath) => {
+        if (!isFromGeneratedPrisma(fromPath))
+            return match;
+        changed = true;
+        return `import type * as ${ns} from ${q}${fromPath}${q};`;
+    });
+    // 4) Default imports
+    out = out.replace(/import\s+(?!type)([A-Za-z0-9_$]+)\s+from\s+(['"])([^'"]+)\2\s*;?/gm, (match, binding, q, fromPath) => {
+        if (!isFromGeneratedPrisma(fromPath))
+            return match;
+        changed = true;
+        return `import type ${binding} from ${q}${fromPath}${q};`;
+    });
+    // 5) Replace Prisma.Decimal -> Decimal safely
+    if (/\bPrisma\.Decimal\b/.test(out)) {
+        const { out: decimalOut, changed: decimalChanged } = replacePrismaDecimalRuntime(out);
+        out = decimalOut;
+        if (decimalChanged)
+            changed = true;
+        // Ensure a single Decimal import exists
+        out = ensureSingleDecimalImport(out);
+    }
+    return { out, changed, skipped: false };
+}
+// -------------------- runner --------------------
+function run() {
+    return __awaiter(this, void 0, void 0, function* () {
+        const files = yield (0, fast_glob_1.default)(GLOBS, { absolute: true, cwd: repoRoot, dot: true });
+        if (!files || files.length === 0) {
+            console.warn("No files matched. Check the GLOBS patterns and run from repo root.");
+            return;
+        }
+        for (const file of files) {
+            try {
+                const src = fs_1.default.readFileSync(file, "utf8");
+                const { out, changed, skipped } = patchFileContent(src, file);
+                if (skipped) {
+                    // intentionally skipped runtime-prisma files
+                    continue;
+                }
+                if (changed && out !== src) {
+                    fs_1.default.writeFileSync(file, out, "utf8");
+                    console.log("patched:", path_1.default.relative(repoRoot, file));
+                }
+            }
+            catch (err) {
+                console.error("failed patching", file, err);
+            }
+        }
+        console.log("done.");
+    });
+}
+run().catch((err) => {
+    console.error(err);
+    process.exit(1);
+});

packages/db/scripts/patch-zod-buffer.js

@@ -0,0 +1,19 @@
+"use strict";
+var __importDefault = (this && this.__importDefault) || function (mod) {
+    return (mod && mod.__esModule) ? mod : { "default": mod };
+};
+Object.defineProperty(exports, "__esModule", { value: true });
+const fs_1 = __importDefault(require("fs"));
+const path_1 = __importDefault(require("path"));
+const dir = path_1.default.resolve(__dirname, '../shared/schemas/objects');
+fs_1.default.readdirSync(dir).forEach(file => {
+    if (!file.endsWith('.schema.ts'))
+        return;
+    const full = path_1.default.join(dir, file);
+    let content = fs_1.default.readFileSync(full, 'utf8');
+    if (content.includes('z.instanceof(Buffer)') && !content.includes("import { Buffer")) {
+        content = `import { Buffer } from 'buffer';\n` + content;
+        fs_1.default.writeFileSync(full, content);
+        console.log('Patched:', file);
+    }
+});

packages/db/types/index.js

@@ -30,3 +30,4 @@ __exportStar(require("./payments-reports-types"), exports);
 __exportStar(require("./patientConnection-types"), exports);
 __exportStar(require("./npiProviders-types"), exports);
 __exportStar(require("./patientDocument-types"), exports);
+__exportStar(require("./shopping-vendor-types"), exports);

packages/db/types/patient-types.js

@@ -35,7 +35,12 @@ exports.insertPatientSchema = usedSchemas_1.PatientUncheckedCreateInputObjectSch
     createdAt: true,
 })
     .extend({
-    insuranceId: exports.insuranceIdSchema, // enforce numeric insuranceId
+    firstName: zod_1.z.string().optional().default(""),
+    lastName: zod_1.z.string().optional().default(""),
+    dateOfBirth: zod_1.z.preprocess((val) => (val === null || val === undefined || val === "" ? undefined : val), zod_1.z.coerce.date({ required_error: "Date of birth is required" })),
+    gender: zod_1.z.string().optional().nullable(),
+    phone: zod_1.z.string().optional().nullable(),
+    insuranceId: exports.insuranceIdSchema,
 });
 exports.updatePatientSchema = usedSchemas_1.PatientUncheckedCreateInputObjectSchema
     .omit({

packages/db/types/shopping-vendor-types.js

@@ -0,0 +1,5 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.insertShoppingVendorSchema = void 0;
+const usedSchemas_1 = require("@repo/db/usedSchemas");
+exports.insertShoppingVendorSchema = usedSchemas_1.ShoppingVendorUncheckedCreateInputObjectSchema.omit({ id: true });