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feat: share patients across all users

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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>
This commit is contained in:
ff
2026-05-17 23:04:26 -04:00
parent b148c0de30
commit 8cab823d60
219 changed files with 14090 additions and 718 deletions
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103
packages/db/generated/prisma/schema.prisma
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@@ -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])
}