feat: appointment type inference, procedure codes on cards, claim attachment fixes
- Add appointment type categories matching insurance claim form (recall, filling, pedo, dentures, implant, endo, crown, perio, extraction, ortho, consultation, emergency, other) - Auto-infer appointment type from CDT codes with priority rules (endo > implant > crown > ...) - typeLocked flag prevents auto-overwrite when user manually sets type - Show appointment type label and procedure codes on schedule cards - Background sync on /day route retroactively fixes stale appointment types - Fix PUT /api/claims/:id to save claimFiles (previously silently dropped) - Auto-link AppointmentFile records to ClaimFile when claim is created or updated - Fix D5750 (denture reline) CDT range to map correctly to dentures category - Fix typeLocked Zod rejection in appointment update route Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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@@ -9,6 +9,35 @@ import {
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const router = Router();
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// Mirrors the same logic in claims.ts and appointmentTypeUtils.ts
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function inferApptType(codes: string[]): string | null {
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const priority = ["endo","implant","crown","pedo","dentures","extraction","perio","filling","ortho","recall","consultation","emergency"];
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const scores: Record<string, number> = {};
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for (const raw of codes) {
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const c = raw.replace(/\s/g, "").toUpperCase();
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let t: string | null = null;
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if (c === "D1351" || c === "D2930" || c === "D3220") t = "pedo";
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else if (c === "D9110") t = "emergency";
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else if (c === "D9310") t = "consultation";
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else if (/^D3/.test(c)) t = "endo";
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else if (/^D6/.test(c)) t = "implant";
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else if (/^D2[78]/.test(c)) t = "crown";
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else if (/^D5[1-8]/.test(c)) t = "dentures";
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else if (/^D71/.test(c)) t = "extraction";
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else if (/^D4[3-9]/.test(c)) t = "perio";
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else if (/^D2/.test(c)) t = "filling";
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else if (/^D8/.test(c)) t = "ortho";
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else if (/^D[01]/.test(c)) t = "recall";
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if (t) scores[t] = (scores[t] ?? 0) + 1;
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}
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let best: string | null = null, bestCount = 0;
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for (const t of priority) {
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const n = scores[t] ?? 0;
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if (n > bestCount) { best = t; bestCount = n; }
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}
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return best;
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}
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// Get all appointments
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router.get("/all", async (req: Request, res: Response): Promise<any> => {
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try {
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@@ -58,18 +87,36 @@ router.get("/day", async (req: Request, res: Response): Promise<any> => {
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// Enrich each appointment with procedure / claim status flags
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const appointmentIds = appointments.map((a) => a.id).filter((id): id is number => id != null);
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const [idsWithProcedures, idsWithClaimNumbers] = await Promise.all([
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const [idsWithProcedures, idsWithClaimNumbers, procedureCodesByAppt] = await Promise.all([
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storage.getAppointmentIdsWithProcedures(appointmentIds),
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storage.getAppointmentIdsWithClaimNumbers(appointmentIds),
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storage.getProcedureCodesByAppointmentIds(appointmentIds),
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]);
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const enrichedAppointments = appointments.map((a) => ({
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...a,
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hasProcedures: a.id != null && idsWithProcedures.has(a.id),
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hasClaimWithNumber: a.id != null && idsWithClaimNumbers.has(a.id),
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procedureCodes: a.id != null ? (procedureCodesByAppt.get(a.id) ?? []) : [],
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}));
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return res.json({ appointments: enrichedAppointments, patients });
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res.json({ appointments: enrichedAppointments, patients });
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// Background: fix any appointments whose stored type doesn't match their procedure codes.
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// Runs after the response is sent so it never delays the page load.
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// Skips appointments where typeLocked = true (user manually set the type).
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setImmediate(async () => {
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for (const a of enrichedAppointments) {
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if (!a.id || !(a as any).procedureCodes?.length) continue;
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if ((a as any).typeLocked) continue;
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const inferred = inferApptType((a as any).procedureCodes);
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if (inferred && (a as any).type !== inferred) {
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try {
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await storage.updateAppointment(a.id, { type: inferred } as any);
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} catch { /* non-fatal */ }
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}
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}
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});
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} catch (err) {
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console.error("Error in /api/appointments/day:", err);
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res.status(500).json({ message: "Failed to load appointments for date" });
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@@ -276,8 +323,12 @@ router.put(
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async (req: Request, res: Response): Promise<any> => {
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try {
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// Extract typeLocked before Zod parse — the strict schema may not yet
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// know about this field if the server started before prisma generate ran.
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const { typeLocked: rawTypeLocked, ...bodyWithoutTypeLocked } = req.body;
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const appointmentData = updateAppointmentSchema.parse({
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...req.body,
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...bodyWithoutTypeLocked,
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userId: req.user!.id,
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});
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@@ -358,7 +409,8 @@ router.put(
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if (appointmentData.date !== undefined) updatePayload.date = appointmentData.date;
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if (appointmentData.startTime !== undefined) updatePayload.startTime = appointmentData.startTime;
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if (appointmentData.endTime !== undefined) updatePayload.endTime = appointmentData.endTime;
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if (appointmentData.type !== undefined) updatePayload.type = appointmentData.type;
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if (appointmentData.type !== undefined) updatePayload.type = appointmentData.type;
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if (rawTypeLocked !== undefined) updatePayload.typeLocked = Boolean(rawTypeLocked);
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if (appointmentData.status !== undefined) updatePayload.status = appointmentData.status;
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if (appointmentData.notes !== undefined) updatePayload.notes = appointmentData.notes;
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if (isDateChanged) updatePayload.eligibilityStatus = "UNKNOWN";
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@@ -387,6 +439,27 @@ router.put(
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}
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);
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// Update just the appointment type (called after procedures are auto-inferred)
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// Skips if typeLocked = true (user has manually set the type).
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router.patch("/:id/type", async (req: Request, res: Response): Promise<any> => {
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try {
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const id = parseInt(req.params.id);
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if (isNaN(id)) return res.status(400).json({ message: "Invalid appointment ID" });
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const { type } = req.body;
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if (typeof type !== "string" || !type.trim()) {
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return res.status(400).json({ message: "type is required" });
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}
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const apt = await storage.getAppointment(id);
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if (!apt) return res.status(404).json({ message: "Appointment not found" });
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if ((apt as any).typeLocked) return res.json(apt); // honour user's manual choice
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const updated = await storage.updateAppointment(id, { type } as any);
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return res.json(updated);
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} catch (err) {
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const msg = err instanceof Error ? err.message : String(err);
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return res.status(500).json({ message: msg });
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}
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});
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// Manually confirm an AI-moved appointment (clears the movedByAi flag)
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router.patch("/:id/confirm", async (req: Request, res: Response): Promise<any> => {
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try {
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