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>
This commit is contained in:
ff
2026-05-29 14:18:10 -04:00
parent b20dc8e976
commit 9d0cfe5dba
260 changed files with 2443 additions and 1968 deletions

View File

@@ -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" });