feat: share patients across all users

Removed per-user patient filtering so all staff accounts see the same
patient pool. Previously each user only saw patients they created.

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

packages/db/generated/prisma/index-browser.js

@@ -145,6 +145,7 @@ exports.Prisma.PatientScalarFieldEnum = {
   policyHolder: 'policyHolder',
   allergies: 'allergies',
   medicalConditions: 'medicalConditions',
+  preferredLanguage: 'preferredLanguage',
   status: 'status',
   userId: 'userId',
   createdAt: 'createdAt',
@@ -164,6 +165,7 @@ exports.Prisma.AppointmentScalarFieldEnum = {
   notes: 'notes',
   procedureCodeNotes: 'procedureCodeNotes',
   status: 'status',
+  movedByAi: 'movedByAi',
   createdAt: 'createdAt',
   eligibilityStatus: 'eligibilityStatus'
 };
@@ -229,6 +231,7 @@ exports.Prisma.ClaimScalarFieldEnum = {
   updatedAt: 'updatedAt',
   status: 'status',
   claimNumber: 'claimNumber',
+  preAuthNumber: 'preAuthNumber',
   npiProviderId: 'npiProviderId'
 };
 
@@ -242,6 +245,9 @@ exports.Prisma.ServiceLineScalarFieldEnum = {
   arch: 'arch',
   toothNumber: 'toothNumber',
   toothSurface: 'toothSurface',
+  icn: 'icn',
+  paidCode: 'paidCode',
+  allowedAmount: 'allowedAmount',
   totalBilled: 'totalBilled',
   totalPaid: 'totalPaid',
   totalAdjusted: 'totalAdjusted',
@@ -265,6 +271,15 @@ exports.Prisma.InsuranceCredentialScalarFieldEnum = {
   password: 'password'
 };
 
+exports.Prisma.ShoppingVendorScalarFieldEnum = {
+  id: 'id',
+  userId: 'userId',
+  vendorName: 'vendorName',
+  websiteUrl: 'websiteUrl',
+  loginUsername: 'loginUsername',
+  loginPassword: 'loginPassword'
+};
+
 exports.Prisma.PdfGroupScalarFieldEnum = {
   id: 'id',
   title: 'title',
@@ -287,10 +302,14 @@ exports.Prisma.PaymentScalarFieldEnum = {
   patientId: 'patientId',
   userId: 'userId',
   updatedById: 'updatedById',
+  npiProviderId: 'npiProviderId',
   totalBilled: 'totalBilled',
   totalPaid: 'totalPaid',
   totalAdjusted: 'totalAdjusted',
   totalDue: 'totalDue',
+  mhPaidAmount: 'mhPaidAmount',
+  copayment: 'copayment',
+  adjustment: 'adjustment',
   status: 'status',
   notes: 'notes',
   icn: 'icn',
@@ -414,7 +433,9 @@ exports.Prisma.TwilioSettingsScalarFieldEnum = {
 exports.Prisma.AiSettingsScalarFieldEnum = {
   id: 'id',
   userId: 'userId',
-  apiKey: 'apiKey'
+  apiKey: 'apiKey',
+  afterHoursEnabled: 'afterHoursEnabled',
+  openPhoneReply: 'openPhoneReply'
 };
 
 exports.Prisma.OfficeHoursScalarFieldEnum = {
@@ -426,11 +447,24 @@ exports.Prisma.OfficeHoursScalarFieldEnum = {
 exports.Prisma.OfficeContactScalarFieldEnum = {
   id: 'id',
   userId: 'userId',
+  officeName: 'officeName',
   receptionistName: 'receptionistName',
   dentistName: 'dentistName',
   phoneNumber: 'phoneNumber',
   email: 'email',
-  fax: 'fax'
+  fax: 'fax',
+  streetAddress: 'streetAddress',
+  city: 'city',
+  state: 'state',
+  zipCode: 'zipCode'
+};
+
+exports.Prisma.InsuranceContactScalarFieldEnum = {
+  id: 'id',
+  userId: 'userId',
+  name: 'name',
+  phoneNumber: 'phoneNumber',
+  createdAt: 'createdAt'
 };
 
 exports.Prisma.ProcedureTimeslotScalarFieldEnum = {
@@ -439,6 +473,31 @@ exports.Prisma.ProcedureTimeslotScalarFieldEnum = {
   data: 'data'
 };
 
+exports.Prisma.PatientConversationScalarFieldEnum = {
+  id: 'id',
+  patientId: 'patientId',
+  userId: 'userId',
+  stage: 'stage',
+  aiHandoff: 'aiHandoff',
+  updatedAt: 'updatedAt'
+};
+
+exports.Prisma.CommissionBatchScalarFieldEnum = {
+  id: 'id',
+  npiProviderId: 'npiProviderId',
+  totalCollection: 'totalCollection',
+  commissionAmount: 'commissionAmount',
+  notes: 'notes',
+  createdAt: 'createdAt'
+};
+
+exports.Prisma.CommissionBatchItemScalarFieldEnum = {
+  id: 'id',
+  commissionBatchId: 'commissionBatchId',
+  paymentId: 'paymentId',
+  collectionAmount: 'collectionAmount'
+};
+
 exports.Prisma.SortOrder = {
   asc: 'asc',
   desc: 'desc'
@@ -491,7 +550,8 @@ exports.ClaimStatus = exports.$Enums.ClaimStatus = {
   APPROVED: 'APPROVED',
   CANCELLED: 'CANCELLED',
   REVIEW: 'REVIEW',
-  VOID: 'VOID'
+  VOID: 'VOID',
+  PREAUTH: 'PREAUTH'
 };
 
 exports.ServiceLineStatus = exports.$Enums.ServiceLineStatus = {
@@ -568,6 +628,7 @@ exports.Prisma.ModelName = {
   ServiceLine: 'ServiceLine',
   ClaimFile: 'ClaimFile',
   InsuranceCredential: 'InsuranceCredential',
+  ShoppingVendor: 'ShoppingVendor',
   PdfGroup: 'PdfGroup',
   PdfFile: 'PdfFile',
   Payment: 'Payment',
@@ -585,7 +646,11 @@ exports.Prisma.ModelName = {
   AiSettings: 'AiSettings',
   OfficeHours: 'OfficeHours',
   OfficeContact: 'OfficeContact',
-  ProcedureTimeslot: 'ProcedureTimeslot'
+  InsuranceContact: 'InsuranceContact',
+  ProcedureTimeslot: 'ProcedureTimeslot',
+  PatientConversation: 'PatientConversation',
+  CommissionBatch: 'CommissionBatch',
+  CommissionBatchItem: 'CommissionBatchItem'
 };
 
 /**

packages/db/generated/prisma/package.json

@@ -1,5 +1,5 @@
 {
-  "name": "prisma-client-739d12442b0153003c2c61c3294d05ecee806c9039d5ecd310b332b3c1eca2ec",
+  "name": "prisma-client-763f714d62d731c0b365e1acdf19cac05ed4e6562d30b17cc8ffd11e6278eb14",
   "main": "index.js",
   "types": "index.d.ts",
   "browser": "default.js",

packages/db/generated/prisma/schema.prisma

@@ -30,6 +30,7 @@ model User {
   npiProviders         NpiProvider[]
   claims               Claim[]
   insuranceCredentials InsuranceCredential[]
+  shoppingVendors      ShoppingVendor[]
   updatedPayments      Payment[]             @relation("PaymentUpdatedBy")
   backups              DatabaseBackup[]
   backupDestinations   BackupDestination[]
@@ -42,6 +43,8 @@ model User {
   officeHours          OfficeHours?
   officeContact        OfficeContact?
   procedureTimeslot    ProcedureTimeslot?
+  insuranceContacts    InsuranceContact[]
+  patientConversations PatientConversation[]
 }
 
 model Patient {
@@ -61,6 +64,7 @@ model Patient {
   policyHolder      String?
   allergies         String?
   medicalConditions String?
+  preferredLanguage String?                @default("English")
   status            PatientStatus          @default(UNKNOWN)
   userId            Int
   createdAt         DateTime               @default(now())
@@ -73,6 +77,7 @@ model Patient {
   payment           Payment[]
   communications    Communication[]
   documents         PatientDocument[]
+  conversation      PatientConversation?
 
   @@index([insuranceId])
   @@index([createdAt])
@@ -98,6 +103,7 @@ model Appointment {
   notes              String?
   procedureCodeNotes String?
   status             String   @default("scheduled") // "scheduled", "completed", "cancelled", "no-show"
+  movedByAi          Boolean  @default(false)
   createdAt          DateTime @default(now())
 
   eligibilityStatus PatientStatus @default(UNKNOWN)
@@ -147,6 +153,8 @@ model NpiProvider {
 
   user                  User                   @relation(fields: [userId], references: [id], onDelete: Cascade)
   claims                Claim[]
+  payments              Payment[]
+  commissionBatches     CommissionBatch[]
   appointmentProcedures AppointmentProcedure[]
 
   @@unique([userId, npiNumber])
@@ -190,7 +198,7 @@ model AppointmentProcedure {
 model Claim {
   id                 Int                @id @default(autoincrement())
   patientId          Int
-  appointmentId      Int
+  appointmentId      Int?
   userId             Int
   staffId            Int
   patientName        String
@@ -205,10 +213,11 @@ model Claim {
   updatedAt          DateTime           @updatedAt
   status             ClaimStatus        @default(PENDING)
   claimNumber        String?
+  preAuthNumber      String?
   npiProviderId      Int?
 
   patient     Patient      @relation(fields: [patientId], references: [id], onDelete: Cascade)
-  appointment Appointment  @relation(fields: [appointmentId], references: [id], onDelete: Cascade)
+  appointment Appointment? @relation(fields: [appointmentId], references: [id], onDelete: Cascade)
   user        User?        @relation(fields: [userId], references: [id])
   staff       Staff?       @relation("ClaimStaff", fields: [staffId], references: [id])
   npiProvider NpiProvider? @relation(fields: [npiProviderId], references: [id])
@@ -224,6 +233,7 @@ enum ClaimStatus {
   CANCELLED
   REVIEW
   VOID
+  PREAUTH
 }
 
 enum MissingTeethStatus {
@@ -242,6 +252,9 @@ model ServiceLine {
   arch          String?
   toothNumber   String?
   toothSurface  String?
+  icn           String?
+  paidCode      String?
+  allowedAmount Decimal?          @db.Decimal(10, 2)
   totalBilled   Decimal           @db.Decimal(10, 2)
   totalPaid     Decimal           @default(0.00) @db.Decimal(10, 2)
   totalAdjusted Decimal           @default(0.00) @db.Decimal(10, 2)
@@ -287,6 +300,19 @@ model InsuranceCredential {
   @@index([userId])
 }
 
+model ShoppingVendor {
+  id            Int    @id @default(autoincrement())
+  userId        Int
+  vendorName    String
+  websiteUrl    String
+  loginUsername String
+  loginPassword String
+
+  user User @relation(fields: [userId], references: [id], onDelete: Cascade)
+
+  @@index([userId])
+}
+
 model PdfGroup {
   id        Int         @id @default(autoincrement())
   title     String
@@ -325,10 +351,14 @@ model Payment {
   patientId     Int
   userId        Int
   updatedById   Int?
+  npiProviderId Int?
   totalBilled   Decimal       @db.Decimal(10, 2)
   totalPaid     Decimal       @default(0.00) @db.Decimal(10, 2)
   totalAdjusted Decimal       @default(0.00) @db.Decimal(10, 2)
   totalDue      Decimal       @db.Decimal(10, 2)
+  mhPaidAmount  Decimal?      @db.Decimal(10, 2)
+  copayment     Decimal       @default(0.00) @db.Decimal(10, 2)
+  adjustment    Decimal       @default(0.00) @db.Decimal(10, 2)
   status        PaymentStatus @default(PENDING)
   notes         String?
   icn           String?
@@ -338,8 +368,10 @@ model Payment {
   claim                   Claim?                   @relation(fields: [claimId], references: [id], onDelete: Cascade)
   patient                 Patient                  @relation(fields: [patientId], references: [id], onDelete: Cascade)
   updatedBy               User?                    @relation("PaymentUpdatedBy", fields: [updatedById], references: [id])
+  npiProvider             NpiProvider?             @relation(fields: [npiProviderId], references: [id])
   serviceLineTransactions ServiceLineTransaction[]
   serviceLines            ServiceLine[]
+  commissionBatchItems    CommissionBatchItem[]
 
   @@index([claimId])
   @@index([patientId])
@@ -564,9 +596,11 @@ model TwilioSettings {
 }
 
 model AiSettings {
-  id     Int    @id @default(autoincrement())
-  userId Int    @unique
-  apiKey String
+  id                Int     @id @default(autoincrement())
+  userId            Int     @unique
+  apiKey            String
+  afterHoursEnabled Boolean @default(true)
+  openPhoneReply    Boolean @default(false)
 
   user User @relation(fields: [userId], references: [id], onDelete: Cascade)
 
@@ -586,17 +620,34 @@ model OfficeHours {
 model OfficeContact {
   id               Int     @id @default(autoincrement())
   userId           Int     @unique
+  officeName       String?
   receptionistName String?
   dentistName      String?
   phoneNumber      String?
   email            String?
   fax              String?
+  streetAddress    String?
+  city             String?
+  state            String?
+  zipCode          String?
 
   user User @relation(fields: [userId], references: [id], onDelete: Cascade)
 
   @@map("office_contact")
 }
 
+model InsuranceContact {
+  id          Int      @id @default(autoincrement())
+  userId      Int
+  name        String
+  phoneNumber String?
+  createdAt   DateTime @default(now())
+
+  user User @relation(fields: [userId], references: [id], onDelete: Cascade)
+
+  @@map("insurance_contact")
+}
+
 model ProcedureTimeslot {
   id     Int  @id @default(autoincrement())
   userId Int  @unique
@@ -606,3 +657,45 @@ model ProcedureTimeslot {
 
   @@map("procedure_timeslot")
 }
+
+model PatientConversation {
+  id        Int      @id @default(autoincrement())
+  patientId Int      @unique
+  userId    Int
+  stage     String   @default("initial")
+  aiHandoff Boolean  @default(true)
+  updatedAt DateTime @updatedAt
+
+  patient Patient @relation(fields: [patientId], references: [id], onDelete: Cascade)
+  user    User    @relation(fields: [userId], references: [id], onDelete: Cascade)
+
+  @@map("patient_conversation")
+}
+
+// Commission tracking
+model CommissionBatch {
+  id               Int      @id @default(autoincrement())
+  npiProviderId    Int
+  totalCollection  Decimal  @db.Decimal(14, 2)
+  commissionAmount Decimal  @db.Decimal(14, 2)
+  notes            String?
+  createdAt        DateTime @default(now())
+
+  npiProvider NpiProvider           @relation(fields: [npiProviderId], references: [id])
+  items       CommissionBatchItem[]
+
+  @@index([npiProviderId])
+}
+
+model CommissionBatchItem {
+  id                Int     @id @default(autoincrement())
+  commissionBatchId Int
+  paymentId         Int
+  collectionAmount  Decimal @db.Decimal(14, 2)
+
+  commissionBatch CommissionBatch @relation(fields: [commissionBatchId], references: [id], onDelete: Cascade)
+  payment         Payment         @relation(fields: [paymentId], references: [id])
+
+  @@unique([commissionBatchId, paymentId])
+  @@index([paymentId])
+}