feat: Select Procedures flow, batch-column NPI provider fix, auto PDF save
- 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>
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@@ -13,7 +13,19 @@ export interface IAppointmentProceduresStorage {
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appointment: Appointment;
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patient: Patient;
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procedures: AppointmentProcedure[];
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npiProviderId: number | null;
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} | null>;
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saveForAppointment(params: {
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appointmentId: number;
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patientId: number;
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npiProviderId: number | null;
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procedures: Array<{
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procedureCode: string;
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fee?: number | null;
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toothNumber?: string | null;
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toothSurface?: string | null;
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}>;
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}): Promise<number>;
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createProcedure(
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data: InsertAppointmentProcedure
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@@ -52,13 +64,34 @@ export const appointmentProceduresStorage: IAppointmentProceduresStorage = {
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return null;
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}
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const npiProviderId = appointment.procedures[0]?.npiProviderId ?? null;
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return {
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appointment,
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patient: appointment.patient,
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procedures: appointment.procedures,
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npiProviderId,
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};
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},
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async saveForAppointment({ appointmentId, patientId, npiProviderId, procedures }) {
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await db.appointmentProcedure.deleteMany({ where: { appointmentId } });
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if (!procedures.length) return 0;
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const result = await db.appointmentProcedure.createMany({
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data: procedures.map((p) => ({
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appointmentId,
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patientId,
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npiProviderId: npiProviderId ?? null,
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procedureCode: p.procedureCode,
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fee: p.fee != null ? p.fee : null,
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toothNumber: p.toothNumber || null,
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toothSurface: p.toothSurface || null,
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source: "MANUAL" as const,
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})),
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});
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return result.count;
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},
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async createProcedure(
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data: InsertAppointmentProcedure
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): Promise<AppointmentProcedure> {
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@@ -22,6 +22,11 @@ export interface IStorage {
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appointment: UpdateAppointment
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): Promise<Appointment>;
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deleteAppointment(id: number): Promise<void>;
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getPatientAppointmentByDateAndStaff(
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patientId: number,
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date: Date,
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staffId: number
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): Promise<Appointment | undefined>;
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getPatientAppointmentByDateTime(
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patientId: number,
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date: Date,
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@@ -127,6 +132,19 @@ export const appointmentsStorage: IStorage = {
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}
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},
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async getPatientAppointmentByDateAndStaff(
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patientId: number,
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date: Date,
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staffId: number
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): Promise<Appointment | undefined> {
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return (
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(await db.appointment.findFirst({
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where: { patientId, date, staffId },
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orderBy: { createdAt: "desc" },
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})) ?? undefined
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);
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},
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async getPatientAppointmentByDateTime(
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patientId: number,
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date: Date,
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