Commit Graph
90 Commits
Author SHA1 Message Date
ffandClaude Sonnet 4.6 0139f89e2f feat: drag-to-resize appointment blocks on schedule to adjust duration
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-21 00:39:38 -04:00
ffandClaude Sonnet 4.6 20b478a7a9 fix: United claim — add procedure date, fix file attachments, persist chatbot files, enforce M/D/YYYY date parsing
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-20 00:42:43 -04:00
ffandClaude Sonnet 4.6 60689e58f6 feat: batch eligibility by patient name + "Check All & Appointment Today" option
- Add batch_eligibility_by_name intent so "check Mary and Sinthia" resolves multiple names
- Add "Check All & Appointment Today" button to batch eligibility UI — creates appointment for each patient after their eligibility check completes

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-19 23:32:05 -04:00
ffandClaude Sonnet 4.6 e081f32648 fix: DentaQuest/Tufts eligibility PDF — switch to landscape to capture all columns
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-19 20:30:47 -04:00
ffandClaude Sonnet 4.6 9f0e2514b0 fix: rename pre-auth PDF group title from "Claims Preauth" to "Preauth"
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-19 20:24:42 -04:00
ffandClaude Sonnet 4.6 a52ff2d723 feat: batch eligibility, batch claim, and batch check+claim from AI chat
- Add batch_eligibility, batch_claim, and batch_check_and_claim intents
  to AI classifier so multiple patients can be processed one by one
- Add queue processing on insurance-status and claims pages to auto-start
  the next patient after each check/claim completes
- Make patient schema firstName, lastName, phone optional so patients can
  be created with just member ID + DOB from eligibility checks
- Cancel buttons now preserve chat history instead of clearing it
- Patient-found card shows Check Eligibility, Eligibility & Appointment
  Today, and Cancel buttons
- Claim service date asks user to pick between latest appointment and
  today when they differ
- Login page subtitle styled with animated gradient

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-18 23:41:56 -04:00
ffandClaude Sonnet 4.6 a2e5c157ad feat: persist AI chat history to server-side JSON file
Chat history was stored only in sessionStorage, causing member ID and DOB
to be lost when the session expired or corrupted — requiring logout/login.
Now history is saved to a per-user JSON file on the backend and loaded on
mount, so the LLM always has full conversation context.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-18 17:11:13 -04:00
ffandClaude Sonnet 4.6 092f0778fe fix: DDMA eligibility worker — extract name from row, pass DOB from input, wait for page load
- Extract patient name from search results row instead of failing on detail page
- Return dateOfBirth from input data (no need to scrape from webpage)
- Wait for search page to fully load before provider dropdown selection
- Add 3s wait after search results appear for row content to render
- Backend: fallback to update existing patient DOB instead of creating duplicate

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-18 15:06:45 -04:00
ffandClaude Sonnet 4.6 6958d13282 fix: pass DOB from chatbot through to claim form for DDMA claims
The chatbot-extracted DOB was stored in chatbot_claim_codes but never
forwarded to chatbot_claim_prefill, leaving the claim form DOB empty
when the patient DB record lacked it.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-18 13:58:12 -04:00
ffandClaude Sonnet 4.6 3e919ec1c5 feat: AI-powered login page with daily greeting and animated blob background
- Add public /api/greeting endpoint that generates a daily AI greeting (cached per day)
- Replace static hero text with dynamic AI greeting (ChatGPT/Claude style)
- Add Stripe-style animated gradient blobs with 14 daily-rotating color palettes
- Use Plus Jakarta Sans font and Sparkles icon for modern AI look
- Update subtitle to "Driven by multiple AI agents"

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-18 00:14:32 -04:00
ffandClaude Sonnet 4.6 7f19e38fc1 fix: remove auto appointment creation from claim submission
Claims no longer auto-create a schedule appointment when submitted — appointmentId is now optional.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-17 22:54:17 -04:00
ffandClaude Sonnet 4.6 8e011c5a29 feat: AI chatbot preauth intent, UnitedDH pre-auth improvements
- Add preauth intent to AI chatbot (classifier, workflow, frontend UI card)
- Auto-prefill preauth form with CDT codes, service date, and mapped prices
- Auto-trigger preauth Selenium handler by insurance siteKey (MH/Tufts/CCA/UnitedDH)
- Default tentative service date to today+3 for preauth (user didn't pick a date)
- Fix #number always means tooth number, distributes to all procedures in comma list
- Fix bare "post"/"pos" → D2954 (was matching D2955 via keyword scorer)
- UnitedDH pre-auth: fill procedure date with Ctrl+A to overwrite prefilled value
- UnitedDH pre-auth: select Location "Summit Dental Care" in step1 (same as billing entity)
- UnitedDH pre-auth: remove page refresh in step9 to preserve pre-auth number
- UnitedDH pre-auth: wait for table rows before extracting pre-auth number
- UnitedDH pre-auth/claim: explicit wait for Submit button after file upload (no sleep)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-17 01:21:51 -04:00
ffandClaude Sonnet 4.6 43340ab39d fix: UnitedDH pre-auth number extraction, service lines saved, RCT combo buttons
- Pre-auth step9: scan all table cells alphanumeric-first (A0260616190876 format),
  URL extraction, body scan fallback with debug logging
- Pre-auth route: save service lines (totalBilled) when creating PREAUTH claim record
  so claim page shows correct billed amount after selecting patient
- Pre-auth processor: read pdf_path fallback alongside pdf_url from Selenium result
- UnitedDH/SCO workers: billing entity selection via direct paymentGroupId click,
  Summit Dental Care first with fallback, Escape to close dropdown
- Pre-auth form: remove Other Insurance step (not present on pre-auth page),
  file upload direct to hidden input without button click
- Pre-auth step8: JS click + Submit Authorization in XPath, Continue via [last()] + JS click
- RCT combo buttons added (pre-auth form only): RCT Ant/Post/Crown, PreM/Post/Crown,
  Mol/Post/Crown; claim form excludes these three combos

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-16 17:34:45 -04:00
ffandClaude Sonnet 4.6 a04176538e fix: retry MH eligibility extraction to handle AngularJS late binding
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-16 14:29:36 -04:00
ffandClaude Sonnet 4.6 dc039741ca fix: Tufts SCO + UnitedDH pre-auth file upload, tooth fill, PDF and pre-auth number
- Frontend: upload attachments to disk before sending pre-auth payload (same pattern as claims)
- cloud-storage: finalizeFileUpload returns diskPath so Python workers get real file paths
- upload-to-cloud route: return diskPath instead of API URL
- TuftsSCO preAuth worker: skip 'Add a file' button click; send_keys directly to hidden react-aria-Input
- TuftsSCO preAuth worker: JS focus() on tooth field to bypass warning-banner overlay
- TuftsSCO preAuth worker: 1.5s wait after procedure code for layout shift to settle
- TuftsSCO preAuth worker: step8 waits for 'thank' in page_source then extracts via 'submitted pre-authorization' regex
- helpers_tuftssco_preauth: convert pdf_path → pdf_url (http://localhost:5002/downloads/...)
- tuftsSCOPreAuthProcessor: use pdf_url (not pdf_path), save preAuthNumber to preAuthNumber field
- unitedDHPreAuthProcessor: save preAuthNumber to preAuthNumber field (not claimNumber)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-15 23:54:05 -04:00
ffandClaude Sonnet 4.6 beb6a6a8e8 fix: redirect MH eligibility to CMSP for patients under 14
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-13 00:24:44 -04:00
ffandClaude Sonnet 4.6 3978b16d7d feat: United/DentalHub + Tufts SCO pre-auth, cloud storage search & file thumbnails
- Add United/DentalHub pre-authorization Selenium worker, helpers, backend route/processor/client, and frontend OTP modal + wired button
- Add Tufts SCO pre-authorization Selenium worker, helpers, backend route/processor/client, and frontend OTP modal + wired button
- Fix btnSubmitAuthorization selector for UnitedDH preauth step2
- Fix Tufts SCO preauth step3 to target <span>pre-authorization</span> button
- Cloud storage search: default to "both" mode so patient folder names match on first search
- Cloud storage folder panel: auto-scroll to panel when opened from search results
- Cloud storage files: show inline image thumbnails and PDF badge in file grid

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-13 00:03:58 -04:00
ffandClaude Sonnet 4.6 fd4feb3e76 feat: AI claim queue auto-return + D1120 age warning
- claims-page: after auto-submit closes the form, automatically navigate
  back to /appointments when an AI claim queue is pending resume, eliminating
  the manual navigation delay between appointments
- internal-chat-workflow: warn and block claim when D1120 (child prophy) is
  requested for a patient aged 14+ — recommend D1110 (adult prophy) instead,
  and advise manual claim if user insists on D1120

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-12 22:18:59 -04:00
ffandClaude Sonnet 4.6 d4b9c1b889 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
ffandClaude Sonnet 4.6 46daeb1c1f feat: implement Claim for Column with AI queue logic
Sequential AI-assisted claim flow:
- Filters unclaimed appointments in selected columns
- Calls /api/ai/internal-chat to interpret appointment notes into CDT codes
- Shows per-appointment confirmation modal (patient name, notes, matched codes)
- Confirm → stores chatbot_claim_prefill + navigates to claims page for Selenium
- Skip → moves to next appointment
- Queue persisted in sessionStorage; auto-resumes on return to schedule page

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-10 22:00:46 -04:00
ffandClaude Sonnet 4.6 b986350edd feat: add Claim for Column with AI button to schedule page
UI-only stub — logic to be defined. Mirrors the existing Claim for
Column section with its own column checkboxes and loading state.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-10 21:27:05 -04:00
ffandClaude Sonnet 4.6 2b3ac99173 docs: add Compile & Deploy to New PC section to README
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-10 15:24:13 -04:00
ffandClaude Sonnet 4.6 facf9e79e2 fix: show only user-typed notes on appointment card
Remove auto-appending of "Appointment with [staff name]" to notes on
save, and preserve existing notes when dragging an appointment to a
new slot.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-09 21:48:17 -04:00
ffandClaude Sonnet 4.6 541d65da6d feat: AI chat Eligibility & Appointment button with 15-min slots and Column B fallback
- Add "Eligibility & Appointment" button to chatbot eligibility-id-ready card
- For known patients: creates today's appointment immediately, then opens eligibility page
- For unknown patients: navigates to eligibility page; after Selenium creates the patient,
  auto-creates appointment via tryAppointmentFromChatbot on the insurance-status page
- Update MH Eligibility & Appointment button to create a today's schedule slot instead of
  navigating to the appointments page; shows PDF preview on completion
- createAppointmentToday falls back from Column A to Column B when Column A is full;
  returns column label in response so UI can display it
- Set AI-scheduled appointment duration to 15 minutes

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-09 16:14:08 -04:00
ffandClaude Sonnet 4.6 a8ec1a21c0 feat: include uploads folder in network sync (all three subfolders)
Daily sync and Sync Now both pull database + uploads in one operation.
PC1 streams uploads/ as a zip via GET /network-backup-files (archiver).
PC2 clears cloud-storage, patients, and patient-documents then extracts
the fresh copy before resolving. Timeout extended to 5 min for large files.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-09 10:10:46 -04:00
ffandClaude Sonnet 4.6 f5f3768108 feat: add Network Backup section to Database Management
PC2 can now automatically pull and restore a fresh copy of PC1's database
on a daily schedule. Config and API key are stored in local JSON files so
they survive database restores.

- New networkSyncConfigService: file-based config (network-backup-key.json,
  network-sync-config.json) that persists through DB restores
- New networkSyncService: streams live pg_dump from source PC over HTTP and
  pipes into psql, then reconnects Prisma and applies missing migrations
- 6 new endpoints: get/regenerate API key, serve backup stream (key-auth
  only), get/save sync config, trigger immediate sync
- Hourly cron job that fires only when current hour matches configured syncHour
- NetworkBackupManager component: shows this machine's key (show/copy/regen)
  and receiver config (enable toggle, hour picker 0-23, source URL + key,
  Save + Sync Now, last sync status)
- README setup guide for both PCs

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-09 00:15:42 -04:00
ffandClaude Sonnet 4.6 27d95ed752 fix: add United Healthcare SCO aliases so AI chat routes to UnitedDH worker
"United Healthcare SCO" does not contain the substring "united sco" so
deriveSiteKey was falling through to the MH default. Add exact and prefix
aliases so any United Healthcare variant maps to UNITED_SCO.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-08 23:25:02 -04:00
ffandClaude Sonnet 4.6 09cd0328cb fix: recognize CDT codes with primary tooth letter notation (# H)
extractToothSurface now handles A-T primary tooth letters in addition to
numeric #1-32. strippedCleaned strips both formats so "D7111 # H" reduces
to "D7111" for the CDT pass-through. Pass-through no longer returns null
for codes not in the fee schedule JSON.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-08 00:28:56 -04:00
ffandClaude Sonnet 4.6 967a53fc6c feat: AI chat file uploads, RCT/PA tooth mapping, check+claim flow, service date column
- Chatbot: add paperclip button to attach X-ray/PDF files to claim submissions;
  files flow through chatbotFileStore into claim-form uploadedFiles for Selenium
- CDT lookup: auto-select D3310/D3320/D3330 by tooth number for RCT; strip #NN
  from procedure names before alias lookup so "1 pa, #3" → D0220 tooth 3;
  add "1 pa" alias for D0220; expand multi-PA notation via AI prompt rule
- AI classifier: add navigate_eligibility intent ("check mh" → /insurance-status);
  fix duplicate intent entry; add RCT and multi-PA prompt rules
- Check+claim flow: pass serviceDate through check_and_claim_ready actionData;
  tryClaimFromChatbot skips PDF preview and navigates straight to claims with
  memberId fallback lookup; wired into all provider onPdfReady callbacks
- Claims table: add Service Date column between Patient Name and Submission Date

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-07 23:47:48 -04:00
ffandClaude Sonnet 4.6 19bb5c1145 feat: route MH eligibility to CMSP button for patients under 21 in AI chat
siteKeyToAutoCheck now accepts an optional dob parameter. When siteKey is MH
and the patient is under 21 years old, returns "cmsp" so the AI chat triggers
the CMSP eligibility & history & remaining button instead of the adult MH one.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-07 00:44:09 -04:00
ffandClaude Sonnet 4.6 cb1c6cef3b fix: click tooth dropdown chevron button to open 1-32 listbox, then select by number
Instead of typing into the combobox, find the toggle button ("^" icon) in the
same container as the tooth input and click it via JS to open the dropdown.
Tries progressively wider ancestor scopes (1-5 levels up) to locate the button,
falls back to JS focus if none found. Then selects the exact tooth number from
the listbox options.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-07 00:33:15 -04:00
ffandClaude Sonnet 4.6 730c41f9b0 fix: DDMA Create claim stale element, tooth dropdown select, longer page waits
step2: wait for patient list //tbody//tr then 3s stabilize; wait for patient
name link to be element_to_be_clickable before reading href; wait for Create
claim button to be element_to_be_clickable (visible+enabled) then 3s for React
to finish re-rendering.

step3: re-find Create claim button fresh each attempt (avoids stale element
from React re-render); try selenium click → js events → js.click() in sequence;
verify URL changed before declaring success.

step4: open tooth dropdown via JS focus (avoids element-not-interactable on
click); select the matching tooth number option directly from 1-32 listbox
instead of typing characters.

step7: find Submit claim button with individual XPaths to avoid NoneType crash.

claims-page: use wouter setLocation for URL param cleanup so internal search
state stays in sync.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-07 00:28:01 -04:00
ffandClaude Sonnet 4.6 d02e8c8dcb fix: extract tooth number and surface from #NN notation for all DDMA procedures
Added extractToothSurface() helper that parses "#NN [SURFACES]" from any
procedure input (tooth 1-32, surface letters O/M/D/B/L/F/I/V). Applied to
all lookup paths so any procedure with #14 or #29 OB carries toothNumber and
toothSurface through to the DDMA Selenium worker.

Also propagate toothNumber/toothSurface in matchedCodes and chatbot_claim_prefill
so the claim-form prefill sets these fields on the service lines before auto-submit.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-06 23:31:22 -04:00
ffandClaude Sonnet 4.6 905e236166 fix: claim confirm card was storing autoSubmit=false, blocking Selenium auto-start
The green claim confirmation card in the chatbot was saving autoSubmit:false
to sessionStorage, so claims-page.tsx never set chatbotAutoSubmitSiteKey and
ClaimForm received autoSubmit=false, leaving Selenium unstarted after form fill.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-06 23:14:46 -04:00
ffandClaude Sonnet 4.6 86cf55aa4d feat: AI chat claim confirmation, CDT alias learning, and eligibility auto-trigger fixes
- Claim flow: show green confirm card (patient, CDT codes, service date) before Selenium starts
- CDT lookup: add DIRECT_CODE_MAP + ALIAS_MAP with 60+ dental abbreviations from office fee schedule
  (2BW→D0272, 4BW→D0274, PA→D0220, FL→D1208, RCT codes, composite tooth#/surface parser, etc.)
- Composite filling parser: auto-map "#29 OB" → D2392 based on tooth# (front/back) and surface count
- Ask-and-learn: unknown CDT terms block claim and ask user; answer saved to DB alias map for future use
- Cancel on confirm card returns to chat (not full reset) so user can correct and retry
- Eligibility auto-trigger fix: reset autoTriggeredRef when autoTrigger resets to false so second
  chatbot eligibility check on same page visit fires correctly (all 5 provider buttons fixed)
- check_eligibility by name now returns eligibility_id_ready with correct siteKey for non-MH patients
- DDMA/CCA/United/Tufts fee schedules updated with office prices (single Price field, no age split)
- getCodeMap case-insensitive matching fix (ddma/cca/etc. now correctly selected)
- Family plan member disambiguation: insuranceId+DOB composite lookup prevents overwriting siblings
- AI chat date fix: send clientDate from browser to avoid UTC midnight rollover (EST→wrong day)
- AI prompt: appointmentDate extracted for claim_only intent when user says "today" or a date

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-06 21:11:58 -04:00
ffandClaude Sonnet 4.6 4899ab8368 feat: multi-provider AI support with per-provider model selection
- Add llm-factory.ts: unified LLM provider abstraction (Google/Claude/OpenAI)
- Install @langchain/anthropic and @langchain/openai packages
- resolveAiProvider picks active provider from DB settings (Claude > OpenAI > Google)
- All AI graphs (reminder, new-patient, reschedule, internal-chat) now accept provider+model params
- Add claudeAiModel, openAiModel, googleAiModel columns to ai_settings table
- New PUT /api/ai/provider-model route to save selected model per provider
- UI model dropdowns for Claude (Haiku/Sonnet/Opus), OpenAI (GPT-5.x series), Google (Gemini 2.5/3.x)
- Google AI section also gets model selector alongside existing API key field

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-06 09:34:11 -04:00
ffandClaude Sonnet 4.6 d5bc96ff39 feat: add per-patient Local folder in Documents page backed by Cloud Storage
- Documents page shows a "Local Folder" card for each selected patient
  with an "Open in Cloud Storage" button that deep-links to their folder
- Cloud Storage page reads ?folderId URL param on mount and auto-opens
  the folder panel for seamless navigation from Documents
- Backend: GET /api/cloud-storage/patient-folder/:patientId endpoint
  that idempotently gets or creates a top-level CloudFolder per patient
- CloudFolder schema gains optional patientId field linked to Patient
- Disk directories for cloud storage folders now use the folder's name
  (e.g. "Xiaohui Wang/") instead of the opaque "folder-{id}/" path

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-05 23:01:56 -04:00
ffandClaude Sonnet 4.6 2457e12b5c feat: AI API Setting page with 4 provider sections and toggles
Add OpenAI, Claude AI, and DentalManagement AI sections to the AI API
Setting page, each with a masked API key input and an on/off toggle
(defaulting to off). Rename sidebar label from "Google AI Settings" to
"AI API Setting". Add provider-key and provider-enabled backend endpoints
and extend the AiSettings schema with 6 new fields.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-05 16:36:01 -04:00
ffandClaude Sonnet 4.6 1bbca38344 feat: AI chat scheduling, claim automation, and session improvements
- Internal AI chat: schedule_appointment intent books earliest available
  slot in Column A using office hours; claim_only intent looks up latest
  past appointment for service date, asks user when two appointments are
  within 7 days, auto-triggers correct Selenium worker with mapped prices
- Gemini model updated to gemini-flash-latest; conversation history (15
  messages) passed for pronoun/reference resolution; history trimmed to
  start with user turn so Gemini doesn't reject the context
- Insurance alias file (insuranceAliases.json) replaces hardcoded siteKey
  matching; "tufs" now resolves to TUFTS_SCO
- DOB format normalized (MM/DD/YYYY → YYYY-MM-DD) before parseLocalDate;
  autoCheck now fires for all insurance types, not just MH/CMSP
- Claim form auto-submit: all handlers (MH, CCA, DDMA, UnitedDH, Tufts)
  accept formToUse and receive fee-schedule-priced form; prefillDone set
  after chatbot code prefill so autoSubmit gate opens correctly
- Chatbot: chat history persisted in sessionStorage, cleared on logout
  and auto-logout; Clear button writes fresh state synchronously; message
  history window increased to 15
- DentaQuest/TuftsSCO Selenium: "Remember me" checkbox clicked before
  sign-in to persist OTP trust cookie across sessions

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-05 16:19:56 -04:00
ffandClaude Sonnet 4.6 bcf4111cdf feat: auto-logout after 1 hour of inactivity
Tracks user activity events (mouse, keyboard, scroll, touch) and resets
a 60-minute idle timer on each event. Shows a warning toast at 55 minutes,
then calls logoutMutation at 60 minutes to clear the session.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-02 23:56:21 -04:00
ffandClaude Sonnet 4.6 57c18b404f fix: BCBS MA — wait for ccProgressBar spinner cycle before clicking buttons
Use appear-then-disappear pattern: briefly wait for spinner to show up
(so we don't pass through before it starts), then wait for it to clear.
Prevents element click interception on Find Provider button in step2.
Also restores element_to_be_clickable for New Eligibility Request (step1).

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-02 23:53:46 -04:00
ffandClaude Sonnet 4.6 ddcc49b72c feat: add in-browser dial pad with Twilio Voice SDK
- New DialPad component on Patient Connection page: clickable keypad,
  call/hangup/mute buttons, duration timer, keyboard input support
- Backend: POST /api/twilio/voice-token issues Access Token for browser
  Device; POST /api/twilio/webhook/voice-browser is the TwiML webhook
  Twilio calls to bridge the browser to the patient's phone
- TwiML App SID field added to Twilio Settings (stored in templates JSON)
- README: one-time Twilio Console setup instructions for the dial pad

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-02 22:24:53 -04:00
ffandClaude Sonnet 4.6 be90966f6e feat: add internal AI chat assistant and AI Input Agent page
- Add Gemini-powered internal staff chatbot (free-text input in the
  upper-right bot panel): type "check MARIA GONZALES" to search patient
  and pre-fill eligibility, or "open claims" to navigate directly
- Add /api/ai/internal-chat endpoint with LangGraph + Google Gemini
  classifier (intent: check_eligibility, find_patient, navigate_*)
- Add Users AI Chat settings section in Settings > Advanced > AI Chat
  to configure a custom system prompt for the internal assistant
- Store internal chat system prompt in existing twilioSettings JSON
  blob (no DB migration needed)
- Add AI Input Agent sidebar entry and placeholder page describing
  planned keyboard-automation typing into Open Dental / Eaglesoft

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-02 00:44:05 -04:00
ffandClaude Sonnet 4.6 3ac185b0ec fix: BCBS MA — identify patient by member ID + DOB, prevent overwriting subscriber
- Added getPatientByInsuranceIdAndDob to storage
- Processor uses insuranceId + DOB as unique key instead of insuranceId alone
- Dependent with same subscriber ID but different DOB gets a new patient record
  (bypasses createOrUpdatePatientByInsuranceId which would overwrite subscriber)
- Name extraction anchored to "Relationship:" to scope Patient Info column only

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-01 23:51:11 -04:00
ffandClaude Sonnet 4.6 87d7ce9ed9 fix: BCBS MA eligibility — name extraction, tab switching, DOB input, button color
- Extract patient first/last name from Patient Information DOM section
  (scoped to avoid duplicate Subscriber Information column values)
- Switch to latest tab at start of step2 (Eligibility Identifier opens in new tab)
- DOB: double-click + ActionChains.send_keys (no pyperclip, avoids Chrome crash)
- BCBS MA button changed to variant="default" to match nearby buttons
- Backend processor uses extracted names from selenium result

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-01 01:18:20 -04:00
ffandClaude Sonnet 4.6 e644d21cee feat: add BCBS MA eligibility check with OTP flow
- New Selenium worker (fresh Chrome per run, no persistent session)
  login → OTP modal → eTools → ConnectCenter → Verification →
  New Eligibility Request → fill form (NPI, member ID, DOB) →
  Expand All → CDP PDF back to app
- Backend route fetches BCBS_MA credentials + provider NPI from settings
- Frontend OTP modal with 6-digit code entry
- BCBS MA added to insurance credentials dropdown in settings

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-01 00:36:11 -04:00
ffandClaude Sonnet 4.6 535619c286 feat: make claim number editable in Edit Claim Status modal
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-30 23:44:55 -04:00
ffandClaude Sonnet 4.6 acd0e74cab fix: increase claim search page wait times in UnitedDH claim worker step9
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-30 23:07:30 -04:00
ffandClaude Sonnet 4.6 4bf8cb1a94 feat: schedule page UX improvements + CDT combo price skip
- Move Select Procedures above Check Eligibility in appointment right-click menu
- Show 3 blank service lines by default when opening Select Procedures with no saved procedures
- Fix serviceLines not being preserved when API returns empty procedures list
- CDT combo buttons no longer auto-fill price (only fill codes); user maps price via Map Price button
- Overlap detection in schedule: shorten earlier appointment display span when a later one starts within its range
- Procedures dialog: replace single manual-add row with 3 pre-filled blank rows grid + Add Line / Save Lines buttons

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-30 19:37:12 -04:00
ffandClaude Sonnet 4.6 70f36fc13c feat: United SCO claim worker rewrite + eligibility/patient-table fixes
- Rewrote UnitedDH claim worker to navigate via eligibility page → Selected Patient → Submit Claim button flow
- Updated helpers_uniteddh_claim.py step names to match new 9-step workflow
- Changed payer selection in both eligibility and claim workers to type + Enter
- Updated patient table column header from 'DOB / Gender' to 'DOB'

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-30 14:46:51 -04:00
ffandClaude Sonnet 4.6 cda00f5f8a fix: restore Continue button as page indicator in claim step3 to prevent browser close
Using paymentGroupId label as the page-load wait caused TimeoutException when
the claim flow's page structure differed, returning ERROR and triggering
_minimize_browser (about:blank + minimize). Now waits for the btn-primary
Continue button (original safe indicator) and wraps both dropdown selections
in try/except so the step never fails due to a missed dropdown.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-29 22:26:21 -04:00
ffandClaude Sonnet 4.6 72b204f33f fix: apply Treatment Location + Billing Entity selection to United SCO claim worker
Mirrors the same Provider & Location page pattern from the eligibility worker:
- wait for paymentGroupId label visibility before interacting
- Treatment Location: ng-arrow-wrapper click + ARROW_DOWN/ENTER
- Billing Entity: ng-arrow-wrapper click + ARROW_DOWN/ENTER
- re-find Continue button after selections to avoid stale element

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-29 18:10:45 -04:00
ffandClaude Sonnet 4.6 c952f79853 fix: United SCO provider/location page selection + DOB display format
- United SCO eligibility: add Treatment Location step before Billing Entity
  on Provider & Location page; both use ng-arrow-wrapper ActionChains click
  + ARROW_DOWN/ENTER keyboard selection to handle upward-opening panels
- Use visibility_of_element_located for Billing Entity label wait so code
  waits for page to fully render after Select Insurance modal closes
- DOB (and all dates) now display as MM/DD/YYYY instead of Mon DD, YYYY

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-29 18:04:16 -04:00
ffandClaude Sonnet 4.6 0b7b12eb4c fix: preserve DentaQuest cookies on startup so OTP trust survives restart
DentaQuest stores its MFA trust as a persistent cookie, not in
LocalStorage like DDMA/Azure B2C. Deleting the Cookies file on startup
wiped that trust token, forcing OTP on every app restart. Now only the
credentials tracking file is reset on startup; if credentials change,
_force_logout() still calls delete_all_cookies() for a full reset.

Covers both eligibility and claim flows (both share the same
DentaQuestBrowserManager singleton).

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-29 14:38:55 -04:00
ffandClaude Sonnet 4.6 9d0cfe5dba 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
ffandClaude Sonnet 4.6 b20dc8e976 fix: D0140 claim sync, schedule column prefill, multi-appt, DentaQuest OTP session
- Fix Express route ordering in appointments-procedures so /prefill-from-appointment
  is matched before /:id (D0140 and other codes now always reach the claim)
- claim-form: always fetch AppointmentProcedure records when an existing claim loads
  so post-save procedure edits (e.g. adding D0140) are reflected immediately
- appointments-page: replace sessionStorage with React state (newApptPrefill) for
  slot-click prefill so columns B-F correctly carry their staffId into the form
- add-appointment-modal / appointment-form: thread prefillData prop; add
  NewAppointmentPrefill interface; useEffect applies values via setValue
- appointments upsert: remove per-patient dedup so the same patient can have
  multiple appointments on the same day in the same column
- DentaQuest / TuftsSCO: navigate to about:blank and minimize instead of
  quit_driver after each run — session cookie stays in memory so OTP is only
  required once per app startup, not on every eligibility or claim check

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-28 15:39:36 -04:00
ffandClaude Sonnet 4.6 3e61bdec36 feat: route batch-column claims by insurance type, fix eligibility UX
- claims.ts: batch-column now routes each patient to the correct portal
  (MH/CCA/DDMA/TuftsSCO/UnitedSCO) based on patient.insuranceProvider
- appointments-page.tsx: eligibility badge falls back to patientStatus
  for all insurance types, not just MassHealth
- unitedDHClaimProcessor/ddmaClaimProcessor/tuftsSCOClaimProcessor:
  auto-save claim PDF when no socketId (batch-column path)
- unitedSCOEligibilityProcessor: unknown eligibility no longer stored as INACTIVE
- queues.ts: add tuftssco-claim-submit and uniteddh-claim-submit to SeleniumJobType
- selenium_UnitedSCO_eligibilityCheckWorker.py:
  - step1: add Select Insurance OK click with staleness wait; Provider &
    Location page just clicks Continue; skip first/last name input
  - step2: extract name from eligibility details tab (ALL CAPS → title case);
    skip "not available" guard; fix name regex to match only all-caps words
- .gitignore: ignore all chrome_profile_* directories

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-27 23:07:42 -04:00
ffandClaude Sonnet 4.6 1b017177e9 feat: add stop-app script and update desktop shortcut setup
Adds stop-app.sh to kill all services by port (5000-5003, 3000/3001)
and updates setup-desktop-shortcut.sh to create both Start and Stop
desktop shortcuts in a single run. README Step 13 updated accordingly.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-26 22:00:06 -04:00
ffandClaude Sonnet 4.6 080b0c65b8 fix: correct license key part count validation (5 not 6)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-26 21:50:30 -04:00
ffandClaude Sonnet 4.6 070752380d feat: add license activation system with feature gates
- License key generator tool at ~/Desktop/LicenseGenerator
- Backend validator route (GET /api/license/status, POST /api/license/activate)
- Activation page in sidebar with status, key input, and free/premium feature list
- useLicense hook for frontend license state
- Feature gates: premium eligibility buttons (DDMA, DeltaIns, Tufts, United, CCA) disabled without license
- Feature gates: premium claim buttons (CCA, Delta MA, United, Tufts) and all PreAuth buttons disabled without license
- Free features always active: MassHealth eligibility/claim, Documents, Payments, Backups, Reports
- README: license key generator usage instructions

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-26 21:22:34 -04:00
ffandClaude Sonnet 4.6 594df39741 docs: add Claude Code memory backup instructions to README
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-26 12:43:09 -04:00
ffandClaude Sonnet 4.6 5dcc1b2af5 docs: document per-office Cloudflare env setup in README
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-26 12:01:24 -04:00
ffandClaude Sonnet 4.6 816d9e0ee7 feat: make Cloudflare host configurable per office via env
Each office sets VITE_CLOUDFLARE_HOST and CLOUDFLARE_HOST in their
local .env files instead of hardcoding the subdomain in source code.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-26 11:55:28 -04:00
ffandClaude Sonnet 4.6 de995de2ad fix: allow deleting users by reassigning their records to admin first
Deleting users with patients/appointments/claims was blocked by FK
constraints. Now reassigns those records to the requesting admin before
deletion, and cleans up user-specific data (backups, cloud files).

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-17 23:06:36 -04:00
ffandClaude Sonnet 4.6 8cab823d60 feat: share patients across all users
Removed per-user patient filtering so all staff accounts see the same
patient pool. Previously each user only saw patients they created.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-17 23:04:26 -04:00
ffandClaude Sonnet 4.6 b148c0de30 fix: apply missing migrations directly after DB restore
Replace the prisma migrate deploy subprocess with a custom
applyMissingMigrations() that reads each migration SQL file and runs it
via prisma.$executeRawUnsafe. This avoids the Prisma CLI aborting when
the restored _prisma_migrations table contains orphaned entries (migration
names that no longer have a corresponding file in the migrations folder).

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-17 22:36:35 -04:00
ffandClaude Sonnet 4.6 5508a90d28 fix: auto-migrate after DB restore and force re-login
- After importing a backup, run prisma migrate deploy so any schema
  migrations the backup is missing are applied automatically. This
  prevents pages from failing due to missing tables/columns when the
  backup was taken on an older version of the app.
- Force logout and redirect to login after a successful restore so the
  JWT is refreshed against the restored database (prevents userId
  mismatch causing user-scoped queries to return empty results).
- Fix getTotalPatientCount() in /status route to pass userId so it
  counts only the current user's patients instead of all patients.
- Add prisma.$connect() after $disconnect() to ensure a clean reconnect.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-17 22:31:12 -04:00
ff 7fa7f405e2 feat: integrate DeltaIns, Tufts SCO, United SCO, and CCA eligibility checks 2026-04-16 15:02:50 -04:00
ffandClaude Sonnet 4.6 289ea426d3 feat: integrate DDMA eligibility into BullMQ queue with persistent session
- Route DDMA eligibility through InProcessQueue (concurrency=1) so it
  queues behind other selenium jobs instead of running concurrently
- New ddmaEligibilityProcessor: starts Python session, polls for OTP/
  completion via socket events, saves PDF and updates patient DB
- Frontend ddma-buton-modal now uses shared app socket + job:update
  pattern (drops private socket connection)
- SeleniumService: upgrade ddma_browser_manager with credential hash
  tracking, anti-detection options, and startup session clearing;
  upgrade DDMA worker with firstName/lastName support, PDF via
  printToPDF, force-logout on credential change; upgrade helpers with
  dual OTP strategy (app API + browser polling); add /clear-ddma-session
  endpoint; reduce fixed sleeps with smart WebDriverWait

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-16 09:21:47 -04:00
ff a1cccc8716 feat: add Pedo category and Core BU button to procedure combos 2026-04-14 22:20:38 -04:00
ff 714029df24 fix: MH eligibility selenium integration and patient data extraction 2026-04-14 22:10:19 -04:00
ffandClaude Sonnet 4.6 f415100cdb fix: fix db restore not applying and auto-create USB backup folder
- Reset public schema before psql restore so existing tables don't
  block CREATE TABLE statements (pg_dump without --clean has no DROPs)
- Disconnect Prisma connection pool after restore so next request
  gets fresh connections against the restored data
- Auto-create the USB backup subfolder if it doesn't exist instead
  of failing; only fail if the destination drive itself is missing

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-13 23:12:41 -04:00
ffandClaude Sonnet 4.6 90302a76b7 feat: add BullMQ queue infrastructure and frontend job status hook
- apps/Backend/src/queue/: connection, queues, workers, processors
- apps/Frontend/src/hooks/use-job-status.ts: WebSocket job progress hook
- apps/Frontend/src/lib/socket.ts: shared Socket.IO singleton

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-13 22:30:40 -04:00
ffandClaude Sonnet 4.6 e10126f772 docs: rewrite README with complete step-by-step setup guide
Adds ordered setup steps (Node.js, Python, Chrome, PostgreSQL, Redis,
pip dependencies) so a fresh machine can be fully configured from
git clone to running the app without guessing.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-13 22:30:15 -04:00
ff 05a8a220bd feat: rewire routes to BullMQ and speed up documents page 2026-04-13 20:43:21 -04:00
ff 4e981c644f refactor: consolidate 3 identical Redux slices into one seleniumTaskSlice 2026-04-13 14:40:53 -04:00
ff 11a6d2e5a7 feat: add Job Monitor page with cron job logging and Selenium queue status 2026-04-13 00:32:18 -04:00
ff 034c0fa993 your commit message 2026-04-12 12:54:40 -04:00
ff 805fb3964a fix: staff edit error and column order on appointment page 2026-04-12 12:13:57 -04:00
ff 1eac0c313c fix: rename User Settings to Admin Settings 2026-04-12 12:08:25 -04:00
ff 4afffd7015 feat: restrict database management page to admin users only 2026-04-11 23:49:14 -04:00
ff 66a3d271f1 feat: change backup format to plain SQL, admin-only cron, backup now button, import restore UI 2026-04-11 23:37:43 -04:00
ff 4025ca45e0 feat: database management - auto/USB backup toggles, folder browser, cron jobs 2026-04-11 00:32:39 -04:00
ffandClaude Sonnet 4.6 b9a7ddb6d7 feat: move Payment Document OCR section to bottom of payments page
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-10 20:24:06 -04:00
ff c95507fd97 fix: change theme color from blue to teal-green 2026-04-10 16:09:07 -04:00
ff 84991a0538 feat: restrict patient deletion to admin users only 2026-04-10 14:29:06 -04:00
ff b9edd6a5e6 show credential pw 2026-04-07 23:52:05 -04:00
ff cb97e249d0 fix: seed adapter, db:seed script, prisma config seed command 2026-04-04 23:59:54 -04:00
ff 608a577b1c fix: correct db port, localhost defaults, hashed passwords in seed 2026-04-04 23:30:05 -04:00
ff 0b854963bd fix: remove import.meta.url in patch-zod-buffer script for ts-node CJS compatibility 2026-04-04 22:54:33 -04:00