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>
2026-06-11 00:30:32 -04:00
parent 46daeb1c1f
commit d4b9c1b889
10 changed files with 280 additions and 68 deletions
--- a/apps/Frontend/src/components/claims/claim-form.tsx
+++ b/apps/Frontend/src/components/claims/claim-form.tsx
@@ -899,11 +899,10 @@ export function ClaimForm({
      ...formToCreateClaim
    } = f;

-    // build claimFiles metadata from uploadedFiles (only filename + mimeType)
-    const claimFilesMeta: ClaimFileMeta[] = (uploadedFiles || []).map((f) => ({
-      filename: f.name,
-      mimeType: f.type,
-    }));
+    // Save uploaded files to disk (uploads/patients/<name>/) and record their paths
+    const claimFilesMeta: ClaimFileMeta[] = uploadedFiles?.length
+      ? await uploadAttachmentsToLocalFolder(uploadedFiles)
+      : [];

    const selectedNpiProviderId = npiProvider?.npiNumber
      ? npiProviders.find((p) => p.npiNumber === npiProvider.npiNumber)?.id ?? null
@@ -1423,10 +1422,11 @@ export function ClaimForm({
      : patient?.firstName ?? `patient-${patientId}`;

    const formData = new FormData();
+    formData.append("patientId", String(patientId));
    formData.append("patientName", patientName);
    files.forEach((f) => formData.append("files", f));

-    const res = await apiRequest("POST", "/api/claims/upload-attachments", formData);
+    const res = await apiRequest("POST", "/api/claims/upload-to-cloud", formData);
    const data = await res.json();
    return (data.data ?? []) as ClaimFileMeta[];
  };
--- a/apps/Frontend/src/components/layout/chatbot.tsx
+++ b/apps/Frontend/src/components/layout/chatbot.tsx
@@ -135,7 +135,7 @@ export function ChatbotButton() {
  const [eligibilityData, setEligibilityData] = useState<EligibilityData | null>(null);
  const [freeTextInput, setFreeTextInput] = useState("");
  const [patientResult, setPatientResult] = useState<PatientResult | null>(null);
-  const [eligibilityIdData, setEligibilityIdData] = useState<{ memberId: string; dob: string; siteKey: string; autoCheck: string; patient: PatientResult | null } | null>(null);
+  const [eligibilityIdData, setEligibilityIdData] = useState<{ memberId: string; dob: string; siteKey: string; autoCheck: string; patient: PatientResult | null; appointmentDate?: string | null } | null>(null);
  const [checkAndClaimData, setCheckAndClaimData] = useState<CheckAndClaimData | null>(null);
  const [clarificationData, setClarificationData] = useState<{ memberId: string; dob: string; patient: PatientResult | null; procedureNames: string[]; options: string[] } | null>(null);
  const [apptSelectionData, setApptSelectionData] = useState<{
@@ -299,29 +299,32 @@ export function ChatbotButton() {
    prefillAndNavigate(eligibilityIdData.memberId, eligibilityIdData.dob, eligibilityIdData.autoCheck);
  };

-  const handleEligibilityAndAppointment = async () => {
+  const handleEligibilityAndAppointment = async (targetDate?: string) => {
    if (!eligibilityIdData) return;
-    addMsg("user", "Check eligibility & add to today's schedule");
+    const dateLabel = targetDate
+      ? new Date(targetDate + "T00:00:00").toLocaleDateString("en-US", { month: "short", day: "numeric", year: "numeric" })
+      : "today";
+    addMsg("user", `Check eligibility & add to schedule (${dateLabel})`);

    if (!eligibilityIdData.patient) {
-      // Patient not yet in DB — eligibility check will create them; flag for post-check appointment
-      addMsg("bot", "Running eligibility check — will add patient and create today's appointment after...");
-      sessionStorage.setItem("chatbot_appt_after_eligibility", JSON.stringify({ memberId: eligibilityIdData.memberId }));
+      addMsg("bot", `Running eligibility check — will add patient and create appointment for ${dateLabel} after...`);
+      sessionStorage.setItem("chatbot_appt_after_eligibility", JSON.stringify({ memberId: eligibilityIdData.memberId, date: targetDate ?? null }));
      prefillAndNavigate(eligibilityIdData.memberId, eligibilityIdData.dob, eligibilityIdData.autoCheck);
      return;
    }

-    addMsg("bot", "Creating appointment for today...", true);
+    addMsg("bot", `Creating appointment for ${dateLabel}...`, true);
    try {
      const res = await apiRequest("POST", "/api/ai/create-appointment-today", {
        patientId: eligibilityIdData.patient.id,
+        date: targetDate ?? undefined,
      });
      const data = await res.json();
      if (!res.ok) {
        replaceLastMsg(data.message ?? "Could not create appointment.");
        return;
      }
-      replaceLastMsg(`Appointment added at ${data.startTime} (${data.column ?? "Column A"}) — opening eligibility check page...`);
+      replaceLastMsg(`Appointment added at ${data.startTime} (${data.column ?? "Column A"}) for ${data.dateLabel} — opening eligibility check page...`);
      prefillAndNavigate(eligibilityIdData.memberId, eligibilityIdData.dob, eligibilityIdData.autoCheck);
    } catch {
      replaceLastMsg("Could not create appointment. Please try again.");
@@ -393,6 +396,7 @@ export function ChatbotButton() {
          siteKey: data.actionData.siteKey,
          autoCheck: data.actionData.autoCheck,
          patient: data.actionData.patient ?? null,
+          appointmentDate: data.actionData.appointmentDate ?? null,
        });
        setStep("eligibility-id-ready");
        return;
@@ -694,11 +698,22 @@ export function ChatbotButton() {
                    <Button
                      size="sm"
                      className="w-full h-8 text-xs bg-emerald-600 hover:bg-emerald-700 text-white"
-                      onClick={handleEligibilityAndAppointment}
+                      onClick={() => handleEligibilityAndAppointment()}
                    >
                      <Calendar className="h-3 w-3 mr-1" />
-                      Eligibility &amp; Appointment
+                      Eligibility &amp; Appointment Today
                    </Button>
+                    {eligibilityIdData.appointmentDate && (
+                      <Button
+                        size="sm"
+                        className="w-full h-8 text-xs bg-teal-600 hover:bg-teal-700 text-white"
+                        onClick={() => handleEligibilityAndAppointment(eligibilityIdData!.appointmentDate!)}
+                      >
+                        <Calendar className="h-3 w-3 mr-1" />
+                        Eligibility &amp; Appointment on{" "}
+                        {new Date(eligibilityIdData.appointmentDate + "T00:00:00").toLocaleDateString("en-US", { month: "short", day: "numeric", year: "numeric" })}
+                      </Button>
+                    )}
                    <Button size="sm" variant="ghost" className="w-full h-8 text-xs" onClick={reset}>
                      Cancel
                    </Button>
@@ -780,6 +795,7 @@ export function ChatbotButton() {
                                  siteKey: data.actionData.siteKey,
                                  autoCheck: data.actionData.autoCheck,
                                  patient: data.actionData.patient ?? null,
+                                  appointmentDate: data.actionData.appointmentDate ?? null,
                                });
                                setStep("eligibility-id-ready");
                              } else {
--- a/apps/Frontend/src/pages/appointments-page.tsx
+++ b/apps/Frontend/src/pages/appointments-page.tsx
@@ -181,6 +181,16 @@ export default function AppointmentsPage() {
    reply: string;
  } | null>(null);
  const [needsAiClaimResume, setNeedsAiClaimResume] = useState(false);
+  const [aiClaimCdtClarification, setAiClaimCdtClarification] = useState<{
+    unknownPhrases: string[];
+    codeInputs: Record<string, string>;
+    originalMessage: string;
+    aptDate: string;
+    appointmentId: number;
+    patientName: string;
+    notes: string;
+    matchedSoFar: Array<{ code: string; description: string }>;
+  } | null>(null);
  const [selectedReminderColumns, setSelectedReminderColumns] = useState<Set<number>>(new Set());
  const [isSendingReminders, setIsSendingReminders] = useState(false);
  const [reminderAiFollowUp, setReminderAiFollowUp] = useState(true);
@@ -1413,6 +1423,20 @@ export default function AppointmentsPage() {
          notes: apt.notes ?? "",
          reply: data.reply ?? "",
        });
+      } else if (data.action === "need_cdt_clarification" && data.actionData) {
+        const phrases: string[] = data.actionData.unknownPhrases ?? [];
+        const inputs: Record<string, string> = {};
+        for (const p of phrases) inputs[p] = "";
+        setAiClaimCdtClarification({
+          unknownPhrases: phrases,
+          codeInputs: inputs,
+          originalMessage: `claim ${apt.notes} for ${apt.patientName}`,
+          aptDate,
+          appointmentId: Number(apt.id),
+          patientName: apt.patientName,
+          notes: apt.notes ?? "",
+          matchedSoFar: data.actionData.matchedSoFar ?? [],
+        });
      } else {
        setAiClaimCurrentData({
          matchedCodes: [],
@@ -1484,11 +1508,78 @@ export default function AppointmentsPage() {
  };

  const handleAiClaimSkip = async () => {
+    setAiClaimCdtClarification(null);
    const nextIndex = aiClaimCurrentIndex + 1;
    setAiClaimCurrentIndex(nextIndex);
    await processAiClaimAtIndex(aiClaimQueue, nextIndex);
  };

+  const handleAiClaimCdtSubmit = async () => {
+    if (!aiClaimCdtClarification) return;
+    const { codeInputs, originalMessage, aptDate, appointmentId, patientName, notes, matchedSoFar } = aiClaimCdtClarification;
+    setAiClaimCdtClarification(null);
+    setIsAiClaimProcessing(true);
+    setAiClaimCurrentData(null);
+    try {
+      for (const [phrase, code] of Object.entries(codeInputs)) {
+        await apiRequest("POST", "/api/ai/cdt-aliases/add", { phrase, cdtCode: code.trim() });
+      }
+      const res = await apiRequest("POST", "/api/ai/internal-chat", {
+        message: originalMessage,
+        clientDate: aptDate,
+      });
+      const data = await res.json();
+      if ((data.action === "claim_only_ready" || data.action === "check_and_claim_ready") && data.actionData) {
+        setAiClaimCurrentData({
+          matchedCodes: data.actionData.matchedCodes ?? [],
+          siteKey: data.actionData.siteKey ?? "",
+          serviceDate: data.actionData.serviceDate ?? aptDate,
+          appointmentId,
+          patientName,
+          notes,
+          reply: data.reply ?? "",
+        });
+      } else if (data.action === "need_cdt_clarification" && data.actionData) {
+        // Still has unknowns — loop again
+        const phrases: string[] = data.actionData.unknownPhrases ?? [];
+        const inputs: Record<string, string> = {};
+        for (const p of phrases) inputs[p] = "";
+        setAiClaimCdtClarification({
+          unknownPhrases: phrases,
+          codeInputs: inputs,
+          originalMessage,
+          aptDate,
+          appointmentId,
+          patientName,
+          notes,
+          matchedSoFar: data.actionData.matchedSoFar ?? matchedSoFar,
+        });
+      } else {
+        setAiClaimCurrentData({
+          matchedCodes: matchedSoFar.map((c) => ({ ...c, toothNumber: undefined, toothSurface: undefined })),
+          siteKey: "",
+          serviceDate: aptDate,
+          appointmentId,
+          patientName,
+          notes,
+          reply: data.reply ?? "Could not fully interpret notes.",
+        });
+      }
+    } catch {
+      setAiClaimCurrentData({
+        matchedCodes: matchedSoFar.map((c) => ({ ...c, toothNumber: undefined, toothSurface: undefined })),
+        siteKey: "",
+        serviceDate: aptDate,
+        appointmentId,
+        patientName,
+        notes,
+        reply: "Error retrying after alias save.",
+      });
+    } finally {
+      setIsAiClaimProcessing(false);
+    }
+  };
+
  return (
    <div>
      <SeleniumTaskBanner
@@ -2193,6 +2284,68 @@ export default function AppointmentsPage() {
                  <LoaderCircleIcon className="h-4 w-4 animate-spin text-teal-600" />
                  Interpreting notes with AI...
                </div>
+              ) : aiClaimCdtClarification ? (
+                <div className="space-y-3">
+                  <div>
+                    <p className="text-sm font-semibold">{aiClaimCdtClarification.patientName}</p>
+                    <p className="text-xs text-gray-500 mt-0.5">
+                      Notes: <span className="italic">{aiClaimCdtClarification.notes}</span>
+                    </p>
+                  </div>
+                  <p className="text-xs font-medium text-amber-700">
+                    Unknown term{aiClaimCdtClarification.unknownPhrases.length > 1 ? "s" : ""} — enter CDT code{aiClaimCdtClarification.unknownPhrases.length > 1 ? "s" : ""}:
+                  </p>
+                  {aiClaimCdtClarification.matchedSoFar.length > 0 && (
+                    <div className="bg-teal-50 border border-teal-200 rounded p-2 space-y-0.5">
+                      <p className="text-[10px] text-teal-700 font-medium uppercase tracking-wide">Already matched</p>
+                      {aiClaimCdtClarification.matchedSoFar.map((c) => (
+                        <p key={c.code} className="text-xs">
+                          <span className="font-semibold text-teal-800">{c.code}</span>
+                          <span className="text-gray-600"> — {c.description}</span>
+                        </p>
+                      ))}
+                    </div>
+                  )}
+                  <div className="space-y-2">
+                    {aiClaimCdtClarification.unknownPhrases.map((phrase) => (
+                      <div key={phrase} className="flex items-center gap-2">
+                        <span className="text-xs text-gray-700 font-medium shrink-0">"{phrase}" →</span>
+                        <input
+                          type="text"
+                          placeholder="D0272"
+                          value={aiClaimCdtClarification.codeInputs[phrase] ?? ""}
+                          onChange={(e) =>
+                            setAiClaimCdtClarification((prev) =>
+                              prev ? { ...prev, codeInputs: { ...prev.codeInputs, [phrase]: e.target.value.toUpperCase() } } : prev
+                            )
+                          }
+                          className="flex-1 rounded border border-amber-300 bg-white px-2 py-1 text-xs focus:outline-none focus:ring-1 focus:ring-amber-400"
+                        />
+                      </div>
+                    ))}
+                  </div>
+                  <div className="flex gap-2 pt-1">
+                    <button
+                      className="flex-1 flex items-center justify-center gap-1 text-xs h-8 px-3 rounded bg-amber-600 hover:bg-amber-700 text-white font-medium transition-colors disabled:opacity-50"
+                      disabled={Object.values(aiClaimCdtClarification.codeInputs).some((v) => !v.trim())}
+                      onClick={handleAiClaimCdtSubmit}
+                    >
+                      Save &amp; Retry
+                    </button>
+                    <button
+                      className="flex items-center justify-center gap-1 text-xs h-8 px-3 rounded border border-gray-300 hover:bg-gray-50 text-gray-700 font-medium transition-colors"
+                      onClick={() => { setAiClaimCdtClarification(null); handleAiClaimSkip(); }}
+                    >
+                      Skip
+                    </button>
+                    <button
+                      className="flex items-center justify-center gap-1 text-xs h-8 px-3 rounded hover:bg-gray-100 text-gray-500 transition-colors"
+                      onClick={() => { setAiClaimCdtClarification(null); setAiClaimModalOpen(false); sessionStorage.removeItem("ai_claim_queue"); }}
+                    >
+                      Cancel All
+                    </button>
+                  </div>
+                </div>
              ) : aiClaimCurrentData ? (
                <div className="space-y-3">
                  <div>
--- a/apps/Frontend/src/pages/insurance-status-page.tsx
+++ b/apps/Frontend/src/pages/insurance-status-page.tsx
@@ -720,7 +720,7 @@ export default function InsuranceStatusPage() {
    try {
      const raw = sessionStorage.getItem("chatbot_appt_after_eligibility");
      if (!raw) return;
-      const { memberId: storedMemberId } = JSON.parse(raw);
+      const { memberId: storedMemberId, date: storedDate } = JSON.parse(raw);
      sessionStorage.removeItem("chatbot_appt_after_eligibility");
      if (!storedMemberId) return;

@@ -729,12 +729,15 @@ export default function InsuranceStatusPage() {
      const patient = await lookupRes.json();
      if (!patient?.id) return;

-      const apptRes = await apiRequest("POST", "/api/ai/create-appointment-today", { patientId: patient.id });
+      const apptRes = await apiRequest("POST", "/api/ai/create-appointment-today", { patientId: patient.id, date: storedDate ?? undefined });
      const apptData = await apptRes.json();
      if (apptRes.ok) {
+        const scheduledOn = storedDate
+          ? new Date(storedDate + "T00:00:00").toLocaleDateString("en-US", { month: "short", day: "numeric", year: "numeric" })
+          : "today";
        toast({
          title: "Appointment created",
-          description: `${patient.firstName ?? ""} ${patient.lastName ?? ""} added to today's schedule at ${apptData.startTime} (${apptData.column ?? "Column A"}).`.trim(),
+          description: `${patient.firstName ?? ""} ${patient.lastName ?? ""} added to schedule (${scheduledOn}) at ${apptData.startTime} (${apptData.column ?? "Column A"}).`.trim(),
        });
      } else {
        toast({