Commit Graph

11 Commits

Author SHA1 Message Date
Gitead
16429320fa feat: chat window, preferred language, insurance contact, and AI call eligibility
- Schedule: right-click Chat option opens floating SMS chat window
- Chat window: SMS template selector with appointment date/time pre-filled
- Chat window: office name and phone pulled from Settings > Office Contact
- Chat window: Preferred Language selector (English, Spanish, Portuguese,
  Mandarin, Cantonese, Arabic, Haitian Creole) with fully translated templates
  and locale-aware date/time formatting
- Patient form: Preferred Language field (add/edit), default English
- Settings > Office Contact: added Dental Office Name field
- Settings > Advanced: Insurance Contact page (CRUD — company name + phone)
- Prisma schema: preferredLanguage on Patient, officeName on OfficeContact,
  new InsuranceContact model
- Patient management: Upload Patient Document moved below Patient Records
- Insurance Eligibility: AI Call Insurance collapsible section; insurance
  company and phone auto-populated from saved Insurance Contacts

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-07 16:42:37 -04:00
Gitead
dd0df4a435 feat: payment PDF extraction, import, and remittance tracking
- Add Upload Payment Documents section with Extract & Download (Excel)
  and Extract & Import (database) buttons
- PDF extractor (pdfplumber) parses MassHealth RA PDFs: two-pass
  strategy joins summary-page ICN/patient map with detail-page
  procedure data (CDT code, paid code, tooth, date, allowed amount)
- RA cover-page summary (Payee ID, RA #, Payment Amount, etc.)
  included as separate Excel sheet; numeric values written as numbers
- Backend PDF import route groups rows by Member #, finds/creates
  patient, creates Payment + ServiceLines with ICN per procedure
- Add icn, paidCode, allowedAmount fields to ServiceLine schema
- Payments table: status simplified to Paid in Full / Balance;
  adjustment auto-computed on mhPaidAmount/copayment change;
  Paid in Full and Revert buttons with confirmation dialogs
- Edit Payment modal: shows ICN, Paid Code, Allowed Amount per line
- PDF Import badge distinguishes from OCR imports in payments table

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-07 12:53:50 -04:00
Gitead
ceb95f1915 feat: add Procedure Duration/Time Slot settings and custom appointment type
- Add Settings > Advanced > Procedure Duration/Time Slot page with three sections:
  1. Procedure Duration: CDT codes with durations (editable table, save per section)
  2. Doctor Time Slot: drag-to-block visual grid (A/B/C columns, 8 AM–9 PM, edit/delete slots)
  3. Hygienist Time Slot: procedure descriptions with durations
- Backend: ProcedureTimeslot Prisma model, storage, and GET/PUT /api/procedure-timeslot route
- DB migration: procedure_timeslot table
- Appointment form: when type is "Other", show a free-text input for custom description; saved as other:<description> and decoded for display on the schedule card

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-05 23:08:34 -04:00
Gitead
800008792a feat: add Office Contact settings page and reorder Advanced sidebar
- Add OfficeContact Prisma model with receptionist name, dentist name, phone, email, fax fields
- Create GET/PUT /api/office-contact backend route and storage
- Add OfficeContactCard frontend component under Settings > Advanced
- Reorder Advanced sidebar: Office Hours → Office Contact → Twilio Settings → Google AI Settings

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-05 21:19:30 -04:00
Gitead
2312ad66ca feat: add schedule column labels, office hours enforcement, and appointment move fix
- Schedule columns default to labels A–F (localStorage, per-browser, click to rename)
- Settings → Advanced → Office Hours: configure Doctors (A-C) and Hygienists (D-F) AM/PM hours per weekday
- Gray out schedule slots outside office hours; override dialog for manual exceptions
- Override Office Hours toggle: select specific dates where all slots are open
- Fix appointment move: send only real DB fields to avoid Zod strict-mode rejection of computed fields (hasProcedures, hasClaimWithNumber)
- Fix backend PUT /appointments: safe error logging to prevent Prisma error crashing Node inspect
- Add OfficeHours Prisma model and GET/PUT /api/office-hours route

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-05 09:15:18 -04:00
Gitead
79e20b693d feat: improve backup management, settings UI, and Twilio webhooks
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-04 00:52:42 -04:00
Gitead
5689269690 feat: add Twilio SMS/call integration with settings, templates, and conversation history 2026-05-02 20:18:58 -04:00
Gitead
f5ec4a1480 feat: wire Tufts SCO to DentaQuest portal and fix insurance credential dropdown
- Add /dentaquest-eligibility endpoint in Python agent (Tufts SCO uses providers.dentaquest.com)
- Add backend route, processor, and service client for Tufts SCO (separate from UnitedSCO/DentalHub)
- Fix Tufts SCO button to post to new tuftssco route instead of unitedsco
- Fix credential field names: dentaquestUsername/Password (was tuftsscoUsername/Password)
- Fix socket event: listen for selenium:dentaquest_session_started (was unitedsco)
- Fix error visibility: keep session alive 30s on error so backend reads real message
- Replace free-text Site Key field with dropdown to prevent key mismatches

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-17 00:59:24 -04:00
ff
7fa7f405e2 feat: integrate DeltaIns, Tufts SCO, United SCO, and CCA eligibility checks 2026-04-16 15:02:50 -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
5d77e207c9 initial commit 2026-04-04 22:13:55 -04:00