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/Frontend/src/components/insurance-status/cca-button-modal.tsx

@@ -187,7 +187,8 @@ export function CCAEligibilityButton({
   };
 
   useEffect(() => {
-    if (!autoTrigger || autoTriggeredRef.current || isFormIncomplete) return;
+    if (!autoTrigger) { autoTriggeredRef.current = false; return; }
+    if (autoTriggeredRef.current || isFormIncomplete) return;
     autoTriggeredRef.current = true;
     onAutoTriggered?.();
     handleStart();

apps/Frontend/src/components/insurance-status/ddma-buton-modal.tsx

@@ -393,7 +393,8 @@ export function DdmaEligibilityButton({
   };
 
   useEffect(() => {
-    if (!autoTrigger || autoTriggeredRef.current || isFormIncomplete) return;
+    if (!autoTrigger) { autoTriggeredRef.current = false; return; }
+    if (autoTriggeredRef.current || isFormIncomplete) return;
     autoTriggeredRef.current = true;
     onAutoTriggered?.();
     handleDdmaStart();

apps/Frontend/src/components/insurance-status/deltains-button-modal.tsx

@@ -327,7 +327,8 @@ export function DeltaInsEligibilityButton({
   };
 
   useEffect(() => {
-    if (!autoTrigger || autoTriggeredRef.current || isFormIncomplete) return;
+    if (!autoTrigger) { autoTriggeredRef.current = false; return; }
+    if (autoTriggeredRef.current || isFormIncomplete) return;
     autoTriggeredRef.current = true;
     onAutoTriggered?.();
     handleStart();

apps/Frontend/src/components/insurance-status/tufts-sco-button-modal.tsx

@@ -324,7 +324,8 @@ export function TuftsSCOEligibilityButton({
   };
 
   useEffect(() => {
-    if (!autoTrigger || autoTriggeredRef.current || isFormIncomplete) return;
+    if (!autoTrigger) { autoTriggeredRef.current = false; return; }
+    if (autoTriggeredRef.current || isFormIncomplete) return;
     autoTriggeredRef.current = true;
     onAutoTriggered?.();
     handleStart();

apps/Frontend/src/components/insurance-status/united-sco-button-modal.tsx

@@ -324,7 +324,8 @@ export function UnitedSCOEligibilityButton({
   };
 
   useEffect(() => {
-    if (!autoTrigger || autoTriggeredRef.current || isFormIncomplete) return;
+    if (!autoTrigger) { autoTriggeredRef.current = false; return; }
+    if (autoTriggeredRef.current || isFormIncomplete) return;
     autoTriggeredRef.current = true;
     onAutoTriggered?.();
     handleStart();

apps/Frontend/src/components/layout/chatbot.tsx

@@ -26,7 +26,9 @@ type Step =
   | "eligibility-id-ready"
   | "check-and-claim-ready"
   | "need-insurance-clarification"
-  | "need-appointment-selection";
+  | "need-appointment-selection"
+  | "need-cdt-clarification"
+  | "claim-ready";
 
 interface Message {
   id: number;
@@ -126,6 +128,18 @@ export function ChatbotButton() {
     matchedCodes: { code: string; description: string }[];
     options: { label: string; appointmentId: number; serviceDate: string }[];
   } | null>(null);
+  const [cdtClarificationData, setCdtClarificationData] = useState<{
+    unknownPhrases: string[];
+    codeInputs: Record<string, string>;
+    originalMessage: string;
+  } | null>(null);
+  const [claimReadyData, setClaimReadyData] = useState<{
+    patient: PatientResult | null;
+    matchedCodes: { code: string; description: string }[];
+    siteKey: string;
+    serviceDate: string;
+    appointmentId: number | null;
+  } | null>(null);
   const [, setLocation] = useLocation();
   const messagesEndRef = useRef<HTMLDivElement>(null);
   const pasteRef = useRef<HTMLTextAreaElement>(null);
@@ -175,6 +189,8 @@ export function ChatbotButton() {
     setCheckAndClaimData(null);
     setClarificationData(null);
     setApptSelectionData(null);
+    setCdtClarificationData(null);
+    setClaimReadyData(null);
   };
 
   // Full reset including message history and stored session
@@ -294,7 +310,9 @@ export function ChatbotButton() {
         .filter((m) => !m.isLoading)
         .slice(-15)
         .map((m) => ({ role: m.role === "user" ? "user" : "assistant", text: m.text }));
-      const res = await apiRequest("POST", "/api/ai/internal-chat", { message: text, history });
+      const d = new Date();
+      const clientDate = `${d.getFullYear()}-${String(d.getMonth()+1).padStart(2,"0")}-${String(d.getDate()).padStart(2,"0")}`;
+      const res = await apiRequest("POST", "/api/ai/internal-chat", { message: text, history, clientDate });
       const data = await res.json();
 
       replaceLastMsg(data.reply ?? "Sorry, I couldn't process that.");
@@ -366,22 +384,25 @@ export function ChatbotButton() {
         return;
       }
 
+      if (data.action === "need_cdt_clarification" && data.actionData) {
+        const phrases: string[] = data.actionData.unknownPhrases ?? [];
+        const inputs: Record<string, string> = {};
+        for (const p of phrases) inputs[p] = "";
+        setCdtClarificationData({ unknownPhrases: phrases, codeInputs: inputs, originalMessage: text });
+        setStep("need-cdt-clarification");
+        return;
+      }
+
       if (data.action === "claim_only_ready" && data.actionData) {
         const { patient, matchedCodes, siteKey, serviceDate, appointmentId } = data.actionData;
-        if (patient?.id && matchedCodes?.length > 0) {
-          sessionStorage.setItem(
-            "chatbot_claim_prefill",
-            JSON.stringify({ codes: matchedCodes, siteKey, serviceDate, autoSubmit: true })
-          );
-        }
-        const url = appointmentId
-          ? `/claims?appointmentId=${appointmentId}`
-          : `/claims?newPatient=${patient?.id}`;
-        setTimeout(() => {
-          setLocation(url);
-          setOpen(false);
-          resetStep();
-        }, 600);
+        setClaimReadyData({
+          patient: patient ?? null,
+          matchedCodes: matchedCodes ?? [],
+          siteKey,
+          serviceDate,
+          appointmentId: appointmentId ?? null,
+        });
+        setStep("claim-ready");
         return;
       }
 
@@ -672,6 +693,7 @@ export function ChatbotButton() {
                           setStep("ai-loading");
                           apiRequest("POST", "/api/ai/internal-chat", {
                             message: `check ${opt} for ${clarificationData.memberId}, ${clarificationData.dob}${clarificationData.procedureNames.length > 0 ? " and claim " + clarificationData.procedureNames.join(", ") : ""}`,
+                            clientDate: (() => { const d = new Date(); return `${d.getFullYear()}-${String(d.getMonth()+1).padStart(2,"0")}-${String(d.getDate()).padStart(2,"0")}`; })(),
                           })
                             .then((r) => r.json())
                             .then((data) => {
@@ -753,6 +775,124 @@ export function ChatbotButton() {
                 </div>
               )}
 
+              {/* Claim ready — confirm before submitting */}
+              {step === "claim-ready" && claimReadyData && (() => {
+                const [sy, sm, sd] = (claimReadyData.serviceDate ?? "").split("-");
+                const dateLabel = sy ? `${sm}/${sd}/${sy}` : claimReadyData.serviceDate;
+                return (
+                  <div className="bg-green-50 border border-green-200 rounded-xl p-3 space-y-2">
+                    <p className="text-xs font-semibold text-green-800">Confirm Claim</p>
+                    {claimReadyData.patient && (
+                      <p className="text-xs text-green-700 font-medium">
+                        {claimReadyData.patient.firstName} {claimReadyData.patient.lastName}
+                      </p>
+                    )}
+                    <p className="text-xs text-gray-500">Service date: {dateLabel}</p>
+                    {claimReadyData.matchedCodes.length > 0 && (
+                      <div className="space-y-0.5 pt-0.5">
+                        {claimReadyData.matchedCodes.map((c) => (
+                          <p key={c.code} className="text-xs text-gray-700 pl-1">
+                            <span className="font-medium">{c.code}</span> — {c.description}
+                          </p>
+                        ))}
+                      </div>
+                    )}
+                    <div className="flex gap-2 pt-1">
+                      <Button
+                        size="sm"
+                        className="flex-1 h-8 text-xs bg-green-600 hover:bg-green-700 text-white"
+                        onClick={() => {
+                          const { patient, matchedCodes, siteKey, serviceDate, appointmentId } = claimReadyData;
+                          addMsg("user", "Confirm & submit claim");
+                          addMsg("bot", "Opening claim...");
+                          if (patient?.id && matchedCodes.length > 0) {
+                            sessionStorage.setItem(
+                              "chatbot_claim_prefill",
+                              JSON.stringify({ codes: matchedCodes, siteKey, serviceDate, autoSubmit: true })
+                            );
+                          }
+                          const url = appointmentId
+                            ? `/claims?appointmentId=${appointmentId}`
+                            : `/claims?newPatient=${patient?.id}`;
+                          setTimeout(() => { setLocation(url); setOpen(false); resetStep(); }, 600);
+                        }}
+                      >
+                        <FileText className="h-3 w-3 mr-1" />
+                        Confirm &amp; Submit
+                      </Button>
+                      <Button size="sm" variant="ghost" className="h-8 text-xs" onClick={resetStep}>Cancel</Button>
+                    </div>
+                  </div>
+                );
+              })()}
+
+              {/* CDT clarification — unknown procedure terms */}
+              {step === "need-cdt-clarification" && cdtClarificationData && (
+                <div className="bg-amber-50 border border-amber-200 rounded-xl p-3 space-y-2">
+                  <p className="text-xs font-semibold text-amber-800">Unknown procedure term{cdtClarificationData.unknownPhrases.length > 1 ? "s" : ""}</p>
+                  <div className="space-y-2">
+                    {cdtClarificationData.unknownPhrases.map((phrase) => (
+                      <div key={phrase} className="flex items-center gap-2">
+                        <span className="text-xs text-gray-700 font-medium shrink-0">"{phrase}"→</span>
+                        <input
+                          type="text"
+                          placeholder="D0272"
+                          value={cdtClarificationData.codeInputs[phrase] ?? ""}
+                          onChange={(e) => setCdtClarificationData((prev) => prev ? {
+                            ...prev,
+                            codeInputs: { ...prev.codeInputs, [phrase]: e.target.value.toUpperCase() },
+                          } : prev)}
+                          className="flex-1 rounded border border-amber-300 bg-white px-2 py-1 text-xs focus:outline-none focus:ring-1 focus:ring-amber-400"
+                        />
+                      </div>
+                    ))}
+                  </div>
+                  <div className="flex gap-2 pt-1">
+                    <Button
+                      size="sm"
+                      className="flex-1 h-8 text-xs bg-amber-600 hover:bg-amber-700 text-white"
+                      disabled={Object.values(cdtClarificationData.codeInputs).some((v) => !v.trim())}
+                      onClick={async () => {
+                        const entries = Object.entries(cdtClarificationData.codeInputs);
+                        for (const [phrase, code] of entries) {
+                          await apiRequest("POST", "/api/ai/cdt-aliases/add", { phrase, cdtCode: code.trim() });
+                        }
+                        const savedPairs = entries.map(([p, c]) => `"${p}" = ${c.trim()}`).join(", ");
+                        addMsg("user", entries.map(([p, c]) => `${p} = ${c.trim()}`).join(", "));
+                        addMsg("bot", `Got it! Saved ${savedPairs}. Retrying...`, true);
+                        setStep("ai-loading");
+                        setCdtClarificationData(null);
+                        const origMsg = cdtClarificationData.originalMessage;
+                        try {
+                          const history = messages.filter((m) => !m.isLoading).slice(-15).map((m) => ({ role: m.role === "user" ? "user" : "assistant", text: m.text }));
+                          const _d = new Date();
+                          const _cd = `${_d.getFullYear()}-${String(_d.getMonth()+1).padStart(2,"0")}-${String(_d.getDate()).padStart(2,"0")}`;
+                          const res = await apiRequest("POST", "/api/ai/internal-chat", { message: origMsg, history, clientDate: _cd });
+                          const data = await res.json();
+                          replaceLastMsg(data.reply ?? "Sorry, I couldn't process that.");
+                          if (data.action === "claim_only_ready" && data.actionData) {
+                            const { patient, matchedCodes, siteKey, serviceDate, appointmentId } = data.actionData;
+                            if (patient?.id && matchedCodes?.length > 0) {
+                              sessionStorage.setItem("chatbot_claim_prefill", JSON.stringify({ codes: matchedCodes, siteKey, serviceDate, autoSubmit: true }));
+                            }
+                            const url = appointmentId ? `/claims?appointmentId=${appointmentId}` : `/claims?newPatient=${patient?.id}`;
+                            setTimeout(() => { setLocation(url); setOpen(false); resetStep(); }, 600);
+                          } else {
+                            setStep("menu");
+                          }
+                        } catch {
+                          replaceLastMsg("Sorry, something went wrong. Please try again.");
+                          setStep("menu");
+                        }
+                      }}
+                    >
+                      Save &amp; Retry
+                    </Button>
+                    <Button size="sm" variant="ghost" className="h-8 text-xs" onClick={resetStep}>Cancel</Button>
+                  </div>
+                </div>
+              )}
+
               <div ref={messagesEndRef} />
             </div>
 

apps/Frontend/src/utils/procedureCombosMapping.ts

@@ -92,10 +92,11 @@ const TUFTSSCO_CODE_MAP: Map<string, CodeRow> = (() => {
 
 /** Return the correct fee-schedule map for the given insurance type. */
 function getCodeMap(insuranceSiteKey?: string): Map<string, CodeRow> {
-  if (insuranceSiteKey === "CCA") return CCA_CODE_MAP;
-  if (insuranceSiteKey === "DDMA") return DDMA_CODE_MAP;
-  if (insuranceSiteKey === "UNITED_SCO" || insuranceSiteKey === "UnitedSCO" || insuranceSiteKey === "UNITEDDH") return UNITEDDH_CODE_MAP;
-  if (insuranceSiteKey === "TuftsSCO") return TUFTSSCO_CODE_MAP;
+  const k = (insuranceSiteKey ?? "").replace(/_/g, "").toLowerCase();
+  if (k === "cca") return CCA_CODE_MAP;
+  if (k === "ddma") return DDMA_CODE_MAP;
+  if (k === "unitedsco" || k === "uniteddh" || k === "dentalhub") return UNITEDDH_CODE_MAP;
+  if (k === "tuftssco" || k === "tufts") return TUFTSSCO_CODE_MAP;
   return CODE_MAP; // default: MassHealth
 }
 
@@ -175,43 +176,28 @@ export function pickPriceForRowByAge(
 ): Decimal {
   // Special-case rules (add more codes here if needed)
   if (normalizedCode) {
-    // D1110: only valid for age >=14 (14..21 => PriceLTEQ21, >21 => PriceGT21)
+    // D1110: only valid for age >=14
     if (normalizedCode === "D1110") {
-      if (age < 14) {
-        // D1110 not applicable to children <14 (those belong to D1120)
-        return new Decimal(0);
-      }
-      if (age >= 14 && age <= 21) {
-        // use PriceLTEQ21 only if present
-        if (!isBlankPrice(row.PriceLTEQ21))
-          return toDecimalOrZero(row.PriceLTEQ21);
-        return new Decimal(0);
-      }
-      // age > 21
-      if (!isBlankPrice(row.PriceGT21)) return toDecimalOrZero(row.PriceGT21);
+      if (age < 14) return new Decimal(0); // D1110 not for children <14
+      // age >= 14: use age-split if present, then flat Price
+      if (age <= 21 && !isBlankPrice(row.PriceLTEQ21)) return toDecimalOrZero(row.PriceLTEQ21);
+      if (age > 21  && !isBlankPrice(row.PriceGT21))  return toDecimalOrZero(row.PriceGT21);
+      if (!isBlankPrice(row.Price)) return toDecimalOrZero(row.Price);
       return new Decimal(0);
     }
 
-    // D1120: child 0-13 => PriceLTEQ21, otherwise no price (NC)
+    // D1120: valid for child 0-13 only
     if (normalizedCode === "D1120") {
-      if (age < 14) {
-        if (!isBlankPrice(row.PriceLTEQ21))
-          return toDecimalOrZero(row.PriceLTEQ21);
-        return new Decimal(0);
-      }
-      // age >= 14 => NC / no price
+      if (age >= 14) return new Decimal(0); // NC for adults
+      if (!isBlankPrice(row.PriceLTEQ21)) return toDecimalOrZero(row.PriceLTEQ21);
+      if (!isBlankPrice(row.Price)) return toDecimalOrZero(row.Price);
       return new Decimal(0);
     }
   }
 
-  // Generic/default behavior (unchanged)
-  if (age <= 21) {
-    if (!isBlankPrice(row.PriceLTEQ21)) return toDecimalOrZero(row.PriceLTEQ21);
-  } else {
-    if (!isBlankPrice(row.PriceGT21)) return toDecimalOrZero(row.PriceGT21);
-  }
-
-  // Fallback to Price if tiered not available/blank
+  // Generic/default: age-split first, flat Price as fallback
+  if (age <= 21 && !isBlankPrice(row.PriceLTEQ21)) return toDecimalOrZero(row.PriceLTEQ21);
+  if (age > 21  && !isBlankPrice(row.PriceGT21))  return toDecimalOrZero(row.PriceGT21);
   if (!isBlankPrice(row.Price)) return toDecimalOrZero(row.Price);
   return new Decimal(0);
 }