- mutationFn now throws on non-ok responses so failed appointment
creation (409 no slots, 400 validation) properly rejects instead of
silently calling onSuccess with no id
- handleAppointmentSubmit rejects if server returns success but no id
- invalidate QK_APPOINTMENTS_BASE cache after successful appointment
creation so the appointments page refreshes automatically
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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>
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>
The exact ng-click='newEligibility();' XPath was failing to match the link.
Replaced with three alternative patterns (partial ng-click, full text, partial
text), added a JS-click fallback for intercepted clicks, and auto-re-opens the
Verification dropdown if it closes before the link is found.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- 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>
- 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>
- 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>
- 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>
- 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>
- 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>
- 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>
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>
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>
- 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>
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>
- 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>
- 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>
Use normalize-space(.) instead of text() to capture button text inside
child elements, add modal-scoped fallback selectors, and prefer JS click
to avoid overlay interception.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- 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>
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>
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>
- Add full Tufts SCO claim Selenium worker (steps 1-8): login with OTP
support, member search, Create Claim, fill form, attach files, submit,
extract claim number and save confirmation PDF
- Fix DentaQuest browser manager to preserve device trust token on startup
(only clear cookies, not LocalStorage/IndexedDB) so OTP is only needed
once for both eligibility and Tufts claim
- Fix Tufts SCO claim route credential lookup key (TUFTS_SCO not TuftsSCO)
- Add Tufts SCO and United/DentalHub entries to fee schedule update route
- Add "Claim All" button that auto-routes to the correct claim handler
based on the Insurance Type dropdown value
- Add fee schedule JSON files for DDMA, Tufts SCO, and United/DentalHub
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add full Selenium automation for United/DentalHub claim submission
(steps 1-8: login, OTP, patient search, practitioner page, code entry,
other coverage No, attachments, submit, Status & History PDF)
- Consolidate UnitedDH siteKey to UNITED_SCO throughout app
- Fix procedure date overwrite with Ctrl+A+Delete before typing service date
- Fix OTP popup reliability: emit every poll (no throttle)
- Fix Chrome session persistence: only clear cookies on startup
- Add touchPatient() to storage: claim submission now pushes patient to
top of list across eligibility, claims, and documents pages
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add full DDMA claim Selenium flow (steps 1-8): search patient, open
member page, create claim, fill form, attach files, next, submit,
extract claim number and save confirmation PDF
- Add fee schedule price-mismatch dialog for all claim buttons (MH,
CCA, DDMA, United, Tufts, Save) with optional price update to JSON
- Add OTP modal for DDMA claim when session expires, mirroring
eligibility OTP flow
- Close Chrome after claim submission via quit_driver() (session
preserved in profile)
- Move Map Price button between Direct Submission and procedure table,
right-aligned above Billed Amount column
- Add fee-schedule update-price backend route
- Add DDMA claim processor with claimNumber/pdf_url result handling
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Selenium: bulletproof Wait→Click→Clear→Type→Verify for tooth, billed amt cells
- Selenium: fix billed amt to click td[23] (correct column) to trigger edit mode
- Selenium: skip tentative date (auto-filled by page after tooth entry)
- Frontend: add Implants category with Implant/Abut/Crown, Fixture, Abutment, Crown buttons (D6010/D6057/D6058)
- Frontend: pdf-preview-modal renders PNG screenshots as <img> instead of PDF iframe
- Backend: CCA preauth route creates claim record if none exists
- Backend: CCA preauth processor saves authNumber into claimNumber column after submission
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add CCA claim submit Selenium worker (login, fill form, attach docs, submit, capture dashboard PDF)
- Add CCA fee schedule (procedureCodesMH.json renamed, procedureCodesCCA.json added with D6010)
- Add backend route /api/claims/cca-claim, processor, and Selenium client
- Wire CCA claim handler in claims-page with job tracking and PDF preview popup
- Add insurance type dropdown in claim form (same options as eligibility page)
- Auto-populate insurance type from patient.insuranceProvider in claim form and patient edit form
- Map fee schedule by insurance type in Map Price button and combo buttons
- Fix CCA login speed (remove fixed sleeps, use readyState check)
- Fix CCA claim DOB format bug (was sending MM-DD-YYYY, now sends YYYY-MM-DD)
- Fix npiProviderId not saved for CCA claims
- Change Add Service → CCA Claim button (blue), MH → MH Claim
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Add step-by-step Cloudflare tunnel setup to README.md with Summit Dental Care as a multi-office example. Create docs/ports.md documenting all service hosts and ports.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
External browsers were hitting localhost:5000 instead of going through
nginx. VITE_API_BASE_URL_BACKEND is now empty so all API calls use
relative /api/ paths that nginx proxies to the backend. Also adds
https://communitydentistsoflowell.mydentalofficemanagement.com to
FRONTEND_URLS for CORS. Updated .env.example to match so setup from
template doesn't silently revert this fix.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
After login, Chrome on some machines opens the portal dashboard in a new
tab and closes the SSO tab. Poll all window handles until the portal URL
is found, then switch to it — works for both same-tab and new-tab redirects.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- MassHealth: detect SSO/portal maintenance page and return clear error
instead of cryptic step1 timeout; wait for SSO redirect to complete
before running step1; add modal dismissal and failure screenshot/logging
- DentaQuest: detect maintenance page in login and step1; search by
member ID + DOB only (remove first/last name to prevent stale data
from previous patient being submitted)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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>
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>
Replace the prisma migrate deploy subprocess with a custom
applyMissingMigrations() that reads each migration SQL file and runs it
via prisma.$executeRawUnsafe. This avoids the Prisma CLI aborting when
the restored _prisma_migrations table contains orphaned entries (migration
names that no longer have a corresponding file in the migrations folder).
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- After importing a backup, run prisma migrate deploy so any schema
migrations the backup is missing are applied automatically. This
prevents pages from failing due to missing tables/columns when the
backup was taken on an older version of the app.
- Force logout and redirect to login after a successful restore so the
JWT is refreshed against the restored database (prevents userId
mismatch causing user-scoped queries to return empty results).
- Fix getTotalPatientCount() in /status route to pass userId so it
counts only the current user's patients instead of all patients.
- Add prisma.$connect() after $disconnect() to ensure a clean reconnect.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Replace Others button with Claim Saved (blue MH, green Claim Saved)
- Claim Saved saves full claim to DB using patient's insuranceProvider
- No Selenium triggered — works like a real claim for payment/report tracking
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add AI Dental Shopping to sidebar with Search/Tag and Login Info sub-pages
- Build full-stack Login Info CRUD: save vendor name, website, username, password per user
- Add ShoppingVendor Prisma model, run db push, regenerate client and Zod schemas
- Add storage layer, REST API at /api/shopping-vendors/, and frontend table with add/edit/delete modal
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Remove "Claim Status" from appointment context menu
- Rename "Eligibility Status" → "Check Eligibility"
- Check Eligibility now navigates to insurance-status page and auto-starts
the correct selenium flow based on the patient's stored insurance provider:
MassHealth 21+ → MH Eligibility & History
MassHealth <21 → CMSP Eligibility & History & Remaining
Delta Dental MA → DDMA selenium
Delta Dental Ins → Delta Ins selenium (OTP modal if needed)
United Healthcare SCO → United SCO selenium
DentaQuest/Tufts → Tufts SCO selenium
Commonwealth Care Alliance → CCA selenium
Unknown → scroll to Other provider checks section
- Add autoTrigger/onAutoTriggered props to all five button components
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
