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>
2026-06-06 21:11:58 -04:00
parent 4899ab8368
commit 86cf55aa4d
16 changed files with 1405 additions and 4913 deletions
--- a/apps/Frontend/src/components/insurance-status/cca-button-modal.tsx
+++ b/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();
--- a/apps/Frontend/src/components/insurance-status/ddma-buton-modal.tsx
+++ b/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();
--- a/apps/Frontend/src/components/insurance-status/deltains-button-modal.tsx
+++ b/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();
--- a/apps/Frontend/src/components/insurance-status/tufts-sco-button-modal.tsx
+++ b/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();
--- a/apps/Frontend/src/components/insurance-status/united-sco-button-modal.tsx
+++ b/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();
--- a/apps/Frontend/src/components/layout/chatbot.tsx
+++ b/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>