feat: AI chat claim confirmation, CDT alias learning, and eligibility auto-trigger fixes

- Claim flow: show green confirm card (patient, CDT codes, service date) before Selenium starts
- CDT lookup: add DIRECT_CODE_MAP + ALIAS_MAP with 60+ dental abbreviations from office fee schedule
  (2BW→D0272, 4BW→D0274, PA→D0220, FL→D1208, RCT codes, composite tooth#/surface parser, etc.)
- Composite filling parser: auto-map "#29 OB" → D2392 based on tooth# (front/back) and surface count
- Ask-and-learn: unknown CDT terms block claim and ask user; answer saved to DB alias map for future use
- Cancel on confirm card returns to chat (not full reset) so user can correct and retry
- Eligibility auto-trigger fix: reset autoTriggeredRef when autoTrigger resets to false so second
  chatbot eligibility check on same page visit fires correctly (all 5 provider buttons fixed)
- check_eligibility by name now returns eligibility_id_ready with correct siteKey for non-MH patients
- DDMA/CCA/United/Tufts fee schedules updated with office prices (single Price field, no age split)
- getCodeMap case-insensitive matching fix (ddma/cca/etc. now correctly selected)
- Family plan member disambiguation: insuranceId+DOB composite lookup prevents overwriting siblings
- AI chat date fix: send clientDate from browser to avoid UTC midnight rollover (EST→wrong day)
- AI prompt: appointmentDate extracted for claim_only intent when user says "today" or a date

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

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

@@ -39,7 +39,8 @@ export interface ChatResponse {
     | "need_insurance_clarification"
     | "appointment_created"
     | "claim_only_ready"
-    | "need_appointment_selection";
+    | "need_appointment_selection"
+    | "need_cdt_clarification";
   actionData?: Record<string, any>;
 }
 
@@ -75,6 +76,7 @@ interface StorageLike {
     offset: number;
   }): Promise<any[] | null>;
   getPatientByInsuranceId(id: string): Promise<any | null>;
+  getPatientByInsuranceIdAndDob(id: string, dob: Date): Promise<any | null>;
   createAppointment(appointment: any): Promise<any>;
   getAppointmentsByDateForUser(dateStr: string, userId: number): Promise<any[]>;
   getOfficeHours(userId: number): Promise<any | null>;
@@ -98,6 +100,22 @@ function patientToResult(p: any): ResolvedPatient {
   };
 }
 
+/** Look up by memberId, preferring the insuranceId+DOB combo when DOB is available. */
+async function findPatientByMemberId(
+  memberId: string,
+  dob: string | null | undefined,
+  storage: StorageLike
+): Promise<any | null> {
+  const dobDate = dob ? new Date(dob) : null;
+  if (dobDate && !isNaN(dobDate.getTime())) {
+    const byCombo = await storage.getPatientByInsuranceIdAndDob(memberId, dobDate);
+    if (byCombo) return byCombo;
+    // DOB provided but no record with that combo → this is a new family member not yet in DB
+    return null;
+  }
+  return storage.getPatientByInsuranceId(memberId);
+}
+
 async function findPatientByName(
   name: string,
   storage: StorageLike
@@ -196,6 +214,28 @@ export async function runInternalChatWorkflow(
         actionData: { patient },
       };
     }
+
+    // If patient has DOB + known insurance, route through eligibility_id_ready so the
+    // correct provider button (DDMA, CCA, etc.) auto-triggers instead of always MH.
+    const resolvedDob = patient.dateOfBirth ?? null;
+    const siteKey = resolveSiteKey(
+      patient.insuranceProvider ?? null,
+      classification.insuranceHint ?? null
+    );
+    if (resolvedDob && siteKey) {
+      return {
+        reply: `Found ${fullName}. Ready to check eligibility.`,
+        action: "eligibility_id_ready",
+        actionData: {
+          patient,
+          memberId: patient.insuranceId,
+          dob: resolvedDob,
+          siteKey,
+          autoCheck: siteKeyToAutoCheck(siteKey),
+        },
+      };
+    }
+
     return {
       reply: `Found ${fullName}. Ready to check eligibility.`,
       action: "check_eligibility_prefill",
@@ -246,8 +286,8 @@ async function handleEligibilityById(
     };
   }
 
-  // Try to resolve existing patient for name display + insurance
-  const existingPatient = await storage.getPatientByInsuranceId(memberId);
+  // Try to resolve existing patient for name display + insurance (use DOB to pick the right family member)
+  const existingPatient = await findPatientByMemberId(memberId, dob, storage);
   const patient: ResolvedPatient | null = existingPatient
     ? patientToResult(existingPatient)
     : null;
@@ -312,7 +352,7 @@ async function handleCheckAndClaim(
   const dob = c.dob?.trim() ?? null;
 
   if (memberId) {
-    const existing = await storage.getPatientByInsuranceId(memberId);
+    const existing = await findPatientByMemberId(memberId, dob, storage);
     if (existing) patient = patientToResult(existing);
   } else if (c.patientName?.trim()) {
     const raw = await findPatientByName(c.patientName.trim(), storage);
@@ -368,18 +408,24 @@ async function handleCheckAndClaim(
   const matched = cdtResults.filter((r) => r.code !== null);
   const unmatched = cdtResults.filter((r) => r.code === null);
 
+  // Block if any term couldn't be mapped — ask instead of proceeding
+  if (unmatched.length > 0) {
+    const phrases = unmatched.map((r) => r.input);
+    return {
+      reply: `I don't recognize ${phrases.map((p) => `"${p}"`).join(", ")}. What CDT code${phrases.length > 1 ? "s are" : " is"} ${phrases.length > 1 ? "they" : "it"}? (e.g. D0272)`,
+      action: "need_cdt_clarification",
+      actionData: { unknownPhrases: phrases, matchedSoFar: matched.map((r) => ({ code: r.code!, description: r.description })) },
+    };
+  }
+
   const label = patient
     ? `${patient.firstName ?? ""} ${patient.lastName ?? ""}`.trim()
     : `Member ID ${memberId}`;
 
-  let reply = `Ready to check eligibility for ${label} and claim: ${
+  const reply = `Ready to check eligibility for ${label} and claim: ${
     matched.map((r) => `${r.code} (${r.description})`).join(", ") || "no procedures mapped"
   }.`;
 
-  if (unmatched.length > 0) {
-    reply += ` Could not map: ${unmatched.map((r) => `"${r.input}"`).join(", ")} — please verify these codes manually.`;
-  }
-
   return {
     reply,
     action: "check_and_claim_ready",
@@ -402,11 +448,11 @@ async function handleClaimOnly(
   storage: StorageLike,
   customAliases: { phrase: string; cdtCode: string }[]
 ): Promise<ChatResponse> {
-  // Resolve patient
+  // Resolve patient — use insuranceId+DOB when DOB is available to distinguish family members
   let patient: ResolvedPatient | null = null;
 
   if (c.memberId?.trim()) {
-    const existing = await storage.getPatientByInsuranceId(c.memberId.trim());
+    const existing = await findPatientByMemberId(c.memberId.trim(), c.dob, storage);
     if (existing) patient = patientToResult(existing);
   } else if (c.patientName?.trim()) {
     const raw = await findPatientByName(c.patientName.trim(), storage);
@@ -431,6 +477,16 @@ async function handleClaimOnly(
   const matched = cdtResults.filter((r) => r.code !== null);
   const unmatched = cdtResults.filter((r) => r.code === null);
 
+  // Block if any term couldn't be mapped — ask instead of proceeding
+  if (unmatched.length > 0) {
+    const phrases = unmatched.map((r) => r.input);
+    return {
+      reply: `I don't recognize ${phrases.map((p) => `"${p}"`).join(", ")}. What CDT code${phrases.length > 1 ? "s are" : " is"} ${phrases.length > 1 ? "they" : "it"}? (e.g. D0272)`,
+      action: "need_cdt_clarification",
+      actionData: { unknownPhrases: phrases, matchedSoFar: matched.map((r) => ({ code: r.code!, description: r.description })) },
+    };
+  }
+
   // Resolve service date: use explicit date from message, then latest appointment, then ask
   let serviceDate: string | null = c.appointmentDate ?? null;
   let appointmentId: number | null = null;
@@ -480,11 +536,9 @@ async function handleClaimOnly(
   }
 
   if (!serviceDate) {
-    // No appointment on file — ask for the service date
-    const codesPreview = matched.map((r) => `${r.code}`).join(", ") || "the procedures";
-    return {
-      reply: `Found ${fullName} but no appointments on file. What was the service date for ${codesPreview}? (e.g. "6/2/2026")`,
-    };
+    // No appointment on file and no date in message — default to today
+    const now = new Date();
+    serviceDate = `${now.getFullYear()}-${String(now.getMonth() + 1).padStart(2, "0")}-${String(now.getDate()).padStart(2, "0")}`;
   }
 
   const siteKey = resolveSiteKey(patient.insuranceProvider ?? null, c.insuranceHint ?? null) ?? "MH";