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>
2026-05-29 14:18:10 -04:00
parent b20dc8e976
commit 9d0cfe5dba
260 changed files with 2443 additions and 1968 deletions
--- a/apps/Frontend/src/assets/data/procedureCodesTuftsSCO.json
+++ b/apps/Frontend/src/assets/data/procedureCodesTuftsSCO.json
@@ -56,8 +56,8 @@
  {
    "Procedure Code": "D0230",
    "Description": "Intraoral - periapical, each additional radiographic image",
-    "PriceLTEQ21": "13",
-    "PriceGT21": "13"
+    "PriceLTEQ21": 60,
+    "PriceGT21": 60
  },
  {
    "Procedure Code": "D0240",
--- a/apps/Frontend/src/assets/data/procedureCodesUnitedDH.json
+++ b/apps/Frontend/src/assets/data/procedureCodesUnitedDH.json
@@ -854,8 +854,8 @@
  {
    "Procedure Code": "D7210",
    "Description": "Extraction, erupted tooth requiring removal of bone and/or sectioning of tooth, and including elevation of mucoperiosteal flap if indicated",
-    "PriceLTEQ21": "149",
-    "PriceGT21": "149"
+    "PriceLTEQ21": 200,
+    "PriceGT21": 200
  },
  {
    "Procedure Code": "D7220",
--- a/apps/Frontend/src/components/appointment-procedures/appointment-procedures-dialog.tsx
+++ b/apps/Frontend/src/components/appointment-procedures/appointment-procedures-dialog.tsx
@@ -1,4 +1,4 @@
-import { useState, useEffect } from "react";
+import { useState, useEffect, useRef } from "react";
 import { useQuery, useMutation } from "@tanstack/react-query";
 import {
  Dialog,
@@ -6,6 +6,16 @@ import {
  DialogHeader,
  DialogTitle,
 } from "@/components/ui/dialog";
+import {
+  AlertDialog,
+  AlertDialogAction,
+  AlertDialogCancel,
+  AlertDialogContent,
+  AlertDialogDescription,
+  AlertDialogFooter,
+  AlertDialogHeader,
+  AlertDialogTitle,
+} from "@/components/ui/alert-dialog";
 import { Button } from "@/components/ui/button";
 import { Input } from "@/components/ui/input";
 import { Label } from "@/components/ui/label";
@@ -23,6 +33,8 @@ import { PROCEDURE_COMBOS } from "@/utils/procedureCombos";
 import {
  CODE_MAP,
  getPriceForCodeWithAgeFromMap,
+  findPriceMismatches,
+  type PriceMismatch,
 } from "@/utils/procedureCombosMapping";
 import { Patient, AppointmentProcedure, NpiProvider } from "@repo/db/types";
 import { useLocation } from "wouter";
@@ -67,6 +79,51 @@ export function AppointmentProceduresDialog({
  const [editRow, setEditRow] = useState<Partial<AppointmentProcedure>>({});
  const [clearAllOpen, setClearAllOpen] = useState(false);

+  // price mismatch dialog
+  const [priceMismatches, setPriceMismatches] = useState<PriceMismatch[]>([]);
+  const pendingAction = useRef<(() => void) | null>(null);
+
+  const deriveInsuranceSiteKey = (provider: string | null | undefined): string => {
+    const p = (provider || "").toLowerCase().trim();
+    if (!p) return "";
+    if (p.includes("masshealth") || p === "mh" || p === "mass health") return "MH";
+    if (p.includes("commonwealth care alliance") || p === "cca") return "CCA";
+    if (p.includes("ddma") || p.includes("delta dental ma")) return "DDMA";
+    if (p.includes("tufts") || p.includes("dentaquest") || p === "tuftssco") return "TuftsSCO";
+    if ((p.includes("united") && p.includes("sco")) || p === "unitedsco") return "UnitedSCO";
+    return "";
+  };
+
+  const runWithPriceCheck = (procedureCode: string, fee: number, action: () => void) => {
+    const siteKey = deriveInsuranceSiteKey((patient as any)?.insuranceProvider);
+    if (!siteKey || !procedureCode.trim() || !fee) { action(); return; }
+    const mismatches = findPriceMismatches(
+      [{ procedureCode, totalBilled: fee as any, procedureDate: "" }],
+      siteKey,
+      (patient?.dateOfBirth as string) || "",
+      serviceDate ?? new Date().toISOString().slice(0, 10),
+    );
+    if (mismatches.length === 0) {
+      action();
+    } else {
+      pendingAction.current = action;
+      setPriceMismatches(mismatches);
+    }
+  };
+
+  const savePricesToSchedule = async (mismatches: PriceMismatch[]) => {
+    const siteKey = deriveInsuranceSiteKey((patient as any)?.insuranceProvider);
+    await Promise.all(
+      mismatches.map(m =>
+        apiRequest("POST", "/api/fee-schedule/update-price", {
+          siteKey,
+          procedureCode: m.procedureCode,
+          price: m.enteredPrice,
+        })
+      )
+    );
+  };
+
  // ── NPI Providers ──────────────────────────────────────────────
  const { data: npiProviders = [] } = useQuery<NpiProvider[]>({
    queryKey: ["/api/npiProviders/"],
@@ -343,7 +400,7 @@ export function AppointmentProceduresDialog({
            </div>
          </div>
          <div className="flex justify-end">
-            <Button size="sm" onClick={() => addManualMutation.mutate()} disabled={!manualCode || addManualMutation.isPending}>
+            <Button size="sm" onClick={() => runWithPriceCheck(manualCode, Number(manualFee), () => addManualMutation.mutate())} disabled={!manualCode || addManualMutation.isPending}>
              <Plus className="h-4 w-4 mr-1" />
              Add Procedure
            </Button>
@@ -380,7 +437,7 @@ export function AppointmentProceduresDialog({
                    <Input className="w-[80px]" value={editRow.toothNumber ?? ""} onChange={(e) => setEditRow({ ...editRow, toothNumber: e.target.value })} />
                    <Input className="w-[80px]" value={editRow.toothSurface ?? ""} onChange={(e) => setEditRow({ ...editRow, toothSurface: e.target.value })} />
                    <div className="flex justify-center">
-                      <Button size="icon" variant="ghost" onClick={() => updateMutation.mutate()}><Save className="h-4 w-4" /></Button>
+                      <Button size="icon" variant="ghost" onClick={() => runWithPriceCheck(editRow.procedureCode || "", Number(editRow.fee), () => updateMutation.mutate())}><Save className="h-4 w-4" /></Button>
                    </div>
                    <div className="flex justify-center">
                      <Button size="icon" variant="ghost" onClick={cancelEdit}><X className="h-4 w-4" /></Button>
@@ -437,6 +494,47 @@ export function AppointmentProceduresDialog({
        onCancel={() => setClearAllOpen(false)}
        onConfirm={() => { setClearAllOpen(false); clearAllMutation.mutate(); }}
      />
+
+      {/* Price mismatch dialog */}
+      <AlertDialog open={priceMismatches.length > 0} onOpenChange={open => { if (!open) setPriceMismatches([]); }}>
+        <AlertDialogContent>
+          <AlertDialogHeader>
+            <AlertDialogTitle>Save new price to the app?</AlertDialogTitle>
+            <AlertDialogDescription asChild>
+              <div className="space-y-2">
+                <p>The following procedure prices differ from the fee schedule:</p>
+                <ul className="text-sm space-y-1">
+                  {priceMismatches.map(m => (
+                    <li key={m.procedureCode} className="flex justify-between gap-4">
+                      <span className="font-medium">{m.procedureCode}</span>
+                      <span className="text-muted-foreground">Schedule: ${m.schedulePrice.toFixed(2)}</span>
+                      <span className="text-foreground font-semibold">Entered: ${m.enteredPrice.toFixed(2)}</span>
+                    </li>
+                  ))}
+                </ul>
+                <p className="text-sm">Do you want to save the new price(s) to the fee schedule for future use?</p>
+              </div>
+            </AlertDialogDescription>
+          </AlertDialogHeader>
+          <AlertDialogFooter>
+            <AlertDialogCancel onClick={() => {
+              setPriceMismatches([]);
+              pendingAction.current?.();
+              pendingAction.current = null;
+            }}>
+              No
+            </AlertDialogCancel>
+            <AlertDialogAction onClick={async () => {
+              await savePricesToSchedule(priceMismatches);
+              setPriceMismatches([]);
+              pendingAction.current?.();
+              pendingAction.current = null;
+            }}>
+              Yes
+            </AlertDialogAction>
+          </AlertDialogFooter>
+        </AlertDialogContent>
+      </AlertDialog>
    </Dialog>
  );
 }
--- a/apps/Frontend/src/components/appointments/appointment-form.tsx
+++ b/apps/Frontend/src/components/appointments/appointment-form.tsx
@@ -3,6 +3,7 @@ import { useForm } from "react-hook-form";
 import { zodResolver } from "@hookform/resolvers/zod";
 import { format } from "date-fns";
 import { apiRequest } from "@/lib/queryClient";
+import { APPOINTMENT_TYPES } from "@/utils/appointmentTypeUtils";
 import { Button } from "@/components/ui/button";
 import {
  Form,
@@ -70,6 +71,10 @@ export function AppointmentForm({
    const t = appointment?.type ?? "";
    return t.startsWith("other:") ? t.slice(6) : "";
  });
+  // Track whether the user explicitly changed the type during this edit session.
+  // Used to set typeLocked so the auto-sync won't overwrite a deliberate choice.
+  const originalType = useRef<string>(appointment?.type ?? "");
+  const [typeChangedByUser, setTypeChangedByUser] = useState(false);

  useEffect(() => {
    const timeout = setTimeout(() => {
@@ -295,6 +300,8 @@ export function AppointmentForm({
      startTime: data.startTime,
      endTime: data.endTime,
      type: resolvedType,
+      // Lock the type when the user has explicitly changed it on an existing appointment
+      ...(appointment && typeChangedByUser ? { typeLocked: true } : {}),
    });
  };

@@ -522,6 +529,7 @@ export function AppointmentForm({
                  onValueChange={(val) => {
                    field.onChange(val);
                    if (val !== "other") setOtherTypeDesc("");
+                    if (val !== originalType.current) setTypeChangedByUser(true);
                  }}
                  value={field.value}
                  defaultValue={field.value}
@@ -532,16 +540,9 @@ export function AppointmentForm({
                    </SelectTrigger>
                  </FormControl>
                  <SelectContent>
-                    <SelectItem value="checkup">Checkup</SelectItem>
-                    <SelectItem value="cleaning">Cleaning</SelectItem>
-                    <SelectItem value="filling">Filling</SelectItem>
-                    <SelectItem value="extraction">Extraction</SelectItem>
-                    <SelectItem value="root-canal">Root Canal</SelectItem>
-                    <SelectItem value="crown">Crown</SelectItem>
-                    <SelectItem value="dentures">Dentures</SelectItem>
-                    <SelectItem value="consultation">Consultation</SelectItem>
-                    <SelectItem value="emergency">Emergency</SelectItem>
-                    <SelectItem value="other">Other</SelectItem>
+                    {APPOINTMENT_TYPES.map((t) => (
+                      <SelectItem key={t.value} value={t.value}>{t.label}</SelectItem>
+                    ))}
                  </SelectContent>
                </Select>
                {field.value === "other" && (
--- a/apps/Frontend/src/components/claims/claim-form.tsx
+++ b/apps/Frontend/src/components/claims/claim-form.tsx
@@ -20,7 +20,7 @@ import {
  PopoverTrigger,
 } from "@/components/ui/popover";
 import { useQuery } from "@tanstack/react-query";
-import { apiRequest } from "@/lib/queryClient";
+import { apiRequest, queryClient } from "@/lib/queryClient";
 import {
  MultipleFileUploadZone,
  MultipleFileUploadZoneHandle,
@@ -62,6 +62,7 @@ import {
  DirectComboButtons,
  RegularComboButtons,
 } from "@/components/procedure/procedure-combo-buttons";
+import { inferTypeFromProcedureCodes, getAppointmentTypeLabel } from "@/utils/appointmentTypeUtils";
 import { Switch } from "@/components/ui/switch";
 import {
  AlertDialog,
@@ -1487,8 +1488,23 @@ export function ClaimForm({
      });
      const data = await res.json();
      if (!data.success) throw new Error("Failed to save procedures");
+
+      // Auto-infer appointment type from saved procedure codes
+      const codes = filteredServiceLines.map((l) => l.procedureCode ?? "").filter(Boolean);
+      const inferredType = inferTypeFromProcedureCodes(codes);
+      if (inferredType && appointmentId) {
+        try {
+          await apiRequest("PATCH", `/api/appointments/${appointmentId}/type`, { type: inferredType });
+          // Refresh the schedule view so the new type shows on the card immediately
+          queryClient.invalidateQueries({ queryKey: ["appointments", "day"] });
+        } catch {
+          // Non-fatal: type update is best-effort
+        }
+      }
+
      const attachMsg = attachments.length ? ` and ${attachments.length} attachment(s)` : "";
-      toast({ title: "Procedures saved", description: `${data.count} procedure(s)${attachMsg} saved.` });
+      const typeMsg = inferredType ? ` · Type → ${getAppointmentTypeLabel(inferredType)}` : "";
+      toast({ title: "Procedures saved", description: `${data.count} procedure(s)${attachMsg} saved${typeMsg}.` });
      onClose();
    } catch (err: any) {
      toast({ title: "Save failed", description: err?.message ?? "Failed to save procedures.", variant: "destructive" });
--- a/apps/Frontend/src/pages/appointments-page.tsx
+++ b/apps/Frontend/src/pages/appointments-page.tsx
@@ -67,6 +67,7 @@ import { SeleniumTaskBanner } from "@/components/ui/selenium-task-banner";
 import { PatientStatusBadge } from "@/components/appointments/patient-status-badge";
 import type { OfficeHoursData } from "@/components/settings/office-hours-card";
 import { MessageThread } from "@/components/patient-connection/message-thread";
+import { getAppointmentTypeLabel } from "@/utils/appointmentTypeUtils";

 // Define types for scheduling
 interface TimeSlot {
@@ -97,6 +98,7 @@ interface ScheduledAppointment {
  endTime: string | Date;
  status: string | null;
  type: string;
+  procedureCodes?: string[];
 }

 function appointmentCardColor(apt: ScheduledAppointment): string {
@@ -569,6 +571,7 @@ export default function AppointmentsPage() {
      patientInsuranceProvider,
      hasProcedures: !!(apt as any).hasProcedures,
      hasClaimWithNumber: !!(apt as any).hasClaimWithNumber,
+      procedureCodes: (apt as any).procedureCodes ?? [],
      movedByAi: !!(apt as any).movedByAi,
      staffId,
      status: apt.status ?? null,
@@ -797,11 +800,14 @@ export default function AppointmentsPage() {
            </span>
          )}
        </div>
-        <div className="truncate">
-          {appointment.type?.startsWith("other:")
-            ? appointment.type.slice(6)
-            : appointment.type}
+        <div className="truncate text-[11px]">
+          {getAppointmentTypeLabel(appointment.type)}
        </div>
+        {appointment.procedureCodes && appointment.procedureCodes.length > 0 && (
+          <div className="truncate text-[10px] opacity-80">
+            {appointment.procedureCodes.join(", ")}
+          </div>
+        )}
      </div>
    );
  }
--- a/apps/Frontend/src/utils/appointmentTypeUtils.ts
+++ b/apps/Frontend/src/utils/appointmentTypeUtils.ts
@@ -0,0 +1,97 @@
+export const APPOINTMENT_TYPES = [
+  { value: "recall", label: "Recalls & New Patients" },
+  { value: "filling", label: "Filling (Composite)" },
+  { value: "pedo", label: "Pedo" },
+  { value: "dentures", label: "Dentures / Partials" },
+  { value: "implant", label: "Implant" },
+  { value: "endo", label: "Endo (Root Canal)" },
+  { value: "crown", label: "Crown / Prosthodontics" },
+  { value: "perio", label: "Periodontics" },
+  { value: "extraction", label: "Extraction" },
+  { value: "ortho", label: "Orthodontics" },
+  { value: "consultation", label: "Consultation" },
+  { value: "emergency", label: "Emergency" },
+  { value: "other", label: "Other" },
+] as const;
+
+const LEGACY_LABELS: Record<string, string> = {
+  checkup: "Checkup",
+  cleaning: "Cleaning",
+  "root-canal": "Root Canal",
+};
+
+export function getAppointmentTypeLabel(type: string | null | undefined): string {
+  if (!type) return "";
+  if (type.startsWith("other:")) return type.slice(6);
+  const found = APPOINTMENT_TYPES.find((t) => t.value === type);
+  if (found) return found.label;
+  return LEGACY_LABELS[type] ?? type;
+}
+
+function codeToType(code: string): string | null {
+  const c = code.replace(/\s/g, "").toUpperCase();
+
+  // Special cases (pedo-specific codes that share ranges with other categories)
+  if (c === "D1351" || c === "D2930" || c === "D3220") return "pedo";
+  // Emergency / consultation
+  if (c === "D9110") return "emergency";
+  if (c === "D9310") return "consultation";
+
+  // Endo: D3xxx (root canals, pulp therapy)
+  if (/^D3/.test(c)) return "endo";
+
+  // Implants: D6xxx
+  if (/^D6/.test(c)) return "implant";
+
+  // Crown / Prosthodontics: D27xx, D28xx (fixed partials, crowns)
+  if (/^D2[78]/.test(c)) return "crown";
+
+  // Dentures / Partials: D51xx–D58xx (complete/partial dentures, relines, repairs, adjustments)
+  if (/^D5[1-8]/.test(c)) return "dentures";
+
+  // Extractions: D71xx
+  if (/^D71/.test(c)) return "extraction";
+
+  // Periodontics: D43xx–D49xx
+  if (/^D4[3-9]/.test(c)) return "perio";
+
+  // Fillings / Restorations: remaining D2xxx
+  if (/^D2/.test(c)) return "filling";
+
+  // Orthodontics: D8xxx
+  if (/^D8/.test(c)) return "ortho";
+
+  // Recalls & New Patients: D0xxx (exams, x-rays), D1xxx (preventive)
+  if (/^D[01]/.test(c)) return "recall";
+
+  return null;
+}
+
+export function inferTypeFromProcedureCodes(codes: string[]): string | null {
+  if (!codes.length) return null;
+
+  const scores: Record<string, number> = {};
+  for (const code of codes) {
+    const t = codeToType(code);
+    if (t) scores[t] = (scores[t] ?? 0) + 1;
+  }
+  if (!Object.keys(scores).length) return null;
+
+  // Priority order: most specialized/dominant type wins on ties
+  const priority = [
+    "endo", "implant", "crown", "pedo", "dentures",
+    "extraction", "perio", "filling", "ortho",
+    "recall", "consultation", "emergency",
+  ];
+
+  let best: string | null = null;
+  let bestCount = 0;
+  for (const type of priority) {
+    const count = scores[type] ?? 0;
+    if (count > bestCount) {
+      best = type;
+      bestCount = count;
+    }
+  }
+  return best;
+}
--- a/apps/Frontend/src/utils/procedureCombosMapping.ts
+++ b/apps/Frontend/src/utils/procedureCombosMapping.ts
@@ -93,7 +93,7 @@ const TUFTSSCO_CODE_MAP: Map<string, CodeRow> = (() => {
 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") return UNITEDDH_CODE_MAP;
+  if (insuranceSiteKey === "UNITED_SCO" || insuranceSiteKey === "UnitedSCO" || insuranceSiteKey === "UNITEDDH") return UNITEDDH_CODE_MAP;
  if (insuranceSiteKey === "TuftsSCO") return TUFTSSCO_CODE_MAP;
  return CODE_MAP; // default: MassHealth
 }
@@ -386,7 +386,7 @@ export function findPriceMismatches(
  patientDOB: string,
  serviceDate: string,
 ): PriceMismatch[] {
-  const supported = ["MH", "MASSHEALTH", "CCA", "DDMA", "UNITEDDH", "TUFTSSCO"];
+  const supported = ["MH", "MASSHEALTH", "CCA", "DDMA", "UNITEDDH", "UNITEDSCO", "TUFTSSCO"];
  if (!insuranceSiteKey || !supported.includes(insuranceSiteKey.toUpperCase())) return [];

  const map = getCodeMap(insuranceSiteKey);