feat: save claim attachments to cloud storage and documents page

- Claim file uploads (chatbot or manual) now save to both the Cloud
  Storage patient folder and the Documents page via new
  POST /api/claims/upload-to-cloud endpoint
- MH submit flow now calls uploadAttachmentsToLocalFolder (same as
  DDMA/United/Tufts) so chatbot-attached X-rays are persisted
- Removed old /upload-attachments disk route and attachmentDiskStorage
  multer config; deleted uploads/patients/ folder
- uploadAttachmentsToLocalFolder now points to /upload-to-cloud and
  sends patientId so the backend can create the patient folder

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

apps/Backend/src/ai/internal-chat-graph.ts

@@ -59,9 +59,14 @@ Intents:
                           e.g. "check Maria Jesus", "verify insurance for John Smith"
 - eligibility_by_id     : user provides a member ID and date of birth (no patient name)
                           e.g. "check masshealth for 100xxxx, 10/10/1988"
-- check_and_claim       : user wants to check eligibility AND submit procedures as claims
+                          ALSO use this when user wants to check eligibility AND schedule/add an appointment on a date
+                          e.g. "check mh for 100xxxx, 10/10/1988 and schedule on 4/10/2026"
+                          e.g. "check mh for 100xxxx, 10/10/1988 and make appointment on 5/1/2026"
+                          In these cases set appointmentDate to the mentioned date (YYYY-MM-DD)
+- check_and_claim       : user wants to check eligibility AND submit PROCEDURES/BILLING as claims
                           e.g. "check masshealth for 100xxxx, 10/10/1988 and claim perio exam and adult cleaning"
                           e.g. "check Maria Jesus and claim D0120 D1110"
+                          Only use this when procedures or CDT codes are mentioned — NOT for scheduling
 - find_patient          : look up a patient record only, no eligibility
                           e.g. "find patient John", "look up Smith"
 - schedule_appointment  : add a patient to the schedule (today or a specified date/time)
@@ -84,6 +89,11 @@ Intents:
 Rules:
 - For check_and_claim and claim_only, procedureNames should be the RAW user text
   (e.g. "perio exam", "adult cleaning", "D0120") — do NOT translate to codes
+- IMPORTANT: If the user says "with the x ray", "with x ray", "attach x ray", "the x ray", "with xray",
+  "with the attachment", "the attachment", "with attachment", "with the file", "with the image",
+  "with the scan", "with the photo", "with the document", or any variation meaning an uploaded/attached file,
+  do NOT include it in procedureNames. It refers to a file attachment, not a billable procedure.
+  Only include actual clinical procedures in procedureNames.
 - For composite fillings with a tooth number, preserve the EXACT notation including tooth# and surfaces:
   e.g. "composite #29 O", "#8 MO", "composite #11 MOD" — keep the #number and surface letters together as one entry
 - For RCT/root canal with a tooth number, preserve the tooth# in the entry:

apps/Backend/src/ai/internal-chat-workflow.ts

@@ -11,6 +11,13 @@ import { ChatClassification } from "./internal-chat-graph";
 import { lookupCdtCodes } from "./cdt-lookup";
 import insuranceAliases from "../data/insuranceAliases.json";
 
+// Phrases the user may write to mean "attach the uploaded file" — not CDT procedures
+const ATTACHMENT_PHRASES = /^(with\s+)?(the\s+)?(x[\s-]?ray[s]?|xray[s]?|radiograph[s]?|image[s]?|film[s]?|attachment[s]?|attach|file[s]?|photo[s]?|picture[s]?|scan[s]?|doc(ument)?[s]?)$/i;
+
+function stripAttachmentRefs(names: string[]): string[] {
+  return names.filter((n) => !ATTACHMENT_PHRASES.test(n.trim()));
+}
+
 // ─── Types ────────────────────────────────────────────────────────────────────
 
 export interface ResolvedPatient {
@@ -358,6 +365,7 @@ async function handleEligibilityById(
       dob: resolvedDob,
       siteKey,
       autoCheck: siteKeyToAutoCheck(siteKey),
+      appointmentDate: c.appointmentDate ?? null,
     },
   };
 }
@@ -423,7 +431,7 @@ async function handleCheckAndClaim(
   }
 
   // 3. Map procedure names → CDT codes (custom aliases take priority)
-  const procedureNames = c.procedureNames ?? [];
+  const procedureNames = stripAttachmentRefs(c.procedureNames ?? []);
   const cdtResults: CdtResult[] = procedureNames.length > 0
     ? lookupCdtCodes(procedureNames, customAliases)
     : [];
@@ -492,7 +500,7 @@ async function handleClaimOnly(
   const fullName = `${patient.firstName ?? ""} ${patient.lastName ?? ""}`.trim();
 
   // Map procedure names → CDT codes
-  const procedureNames = c.procedureNames ?? [];
+  const procedureNames = stripAttachmentRefs(c.procedureNames ?? []);
   if (procedureNames.length === 0) {
     return { reply: "Please specify which procedures to claim (e.g. perio exam, adult prophy)." };
   }
@@ -741,15 +749,16 @@ async function handleScheduleAppointment(
 export async function createAppointmentToday(
   patientId: number,
   userId: number,
-  storage: StorageLike
+  storage: StorageLike,
+  targetDate?: string   // YYYY-MM-DD; defaults to today
 ): Promise<{ startTime: string; endTime: string; dateStr: string; dateLabel: string; column: string } | { error: string }> {
-  const today = new Date();
-  const dateStr = `${today.getFullYear()}-${String(today.getMonth() + 1).padStart(2, "0")}-${String(today.getDate()).padStart(2, "0")}`;
-  const dateLabel = today.toLocaleDateString("en-US", { month: "short", day: "numeric", year: "numeric" });
-  const localDate = new Date(today.getFullYear(), today.getMonth(), today.getDate());
+  const base = targetDate ? new Date(targetDate + "T00:00:00") : new Date();
+  const dateStr = `${base.getFullYear()}-${String(base.getMonth() + 1).padStart(2, "0")}-${String(base.getDate()).padStart(2, "0")}`;
+  const dateLabel = base.toLocaleDateString("en-US", { month: "short", day: "numeric", year: "numeric" });
+  const localDate = new Date(base.getFullYear(), base.getMonth(), base.getDate());
 
   const dayNames = ["sunday", "monday", "tuesday", "wednesday", "thursday", "friday", "saturday"];
-  const dayName = dayNames[today.getDay()]!;
+  const dayName = dayNames[base.getDay()]!;
 
   const officeHours = await storage.getOfficeHours(userId);
   const dayHours = officeHours?.data?.doctors?.[dayName] ?? {
@@ -757,7 +766,7 @@ export async function createAppointmentToday(
   };
 
   if (!dayHours.enabled) {
-    return { error: `The office is closed today (${dayName}). Cannot create appointment.` };
+    return { error: `The office is closed on ${dayName} (${dateLabel}). Cannot create appointment.` };
   }
 
   const allSlots = buildSlots(dayHours);