- 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>
The insuranceId format check on the backend rejected updates when the member ID
contained non-digit characters. Tagging insuranceProvider on the patient is not
required for selenium to run, so the calls are removed from handleMHSubmit,
handleMHPreAuth, and handleAddService.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Insurance Forms modal: split into Insurance Claim / PreAuth tabs
- PreAuth tab: same patient info + service lines, no toggle/direct combos
- Excluded Recalls & New Patients, Composite Fillings (Front/Back), Pedo from PreAuth combos
- Extractions: replaced Simple/Surg/Baby Teeth EXT with Full Bony EXT (D7240)
- MH PreAuth button: rewritten selenium worker to use masshealth-dental.org,
selects Dental Prior Authorization (2nd option), skips Date of Service field
- agent.py: convert pdf_path to pdf_url for /claim-pre-auth endpoint
- nginx + Express: raise body size limit to 50mb (fix 413 errors)
- DB schema: appointmentId optional on Claim, add preAuthNumber field, add PREAUTH status
- Backend: create PREAUTH claim record on preauth submit, save preAuthNumber on completion
- Claims table: add PreAuth No column (blue) next to Claim No
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Claims & Payments: save npiProviderId when submitting MH claim; sync between claim and payment on update
- Claims table: add Provider column showing rendering provider name
- Payments table: add Provider column + purple Commissioned badge on status
- Claim edit modal: add Rendering Provider dropdown (defaults to Mary Scannell)
- Payment edit modal: add Rendering Provider dropdown + Commissioned metadata display
- Reports page: add Provider filter dropdown (dynamic from NPI providers settings)
- Reports page: remove Collections by Doctor report type and Select Doctor dropdown
- Commission section: new section in reports page with date range + provider filter, shows eligible paid claims/payments per provider, multi-select checkboxes, Pay Commission modal with print + save, marks payments as commissioned so they are excluded from future cycles
- DB: add CommissionBatch and CommissionBatchItem tables; backfill Payment.npiProviderId from linked claims
- Backend: PATCH /api/payments/:id/provider syncs to linked claim; PUT /api/claims/:id syncs to linked payment; new /api/commissions routes
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
After the MH claim selenium job completes and the PDF is saved to the
database, immediately open the PdfPreviewModal so the user can view the
confirmation without navigating to the Documents page.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Socket.IO reconnects through Cloudflare proxy get a new socket.id, causing
the backend to emit job:update to a stale socket that no longer exists. The
PDF viewer modal never opened even though PDFs were saved successfully.
Adds a GET /api/insurance-status/job-status/:jobId endpoint backed by
InProcessQueue.getJob(), and a waitForSeleniumJob() helper on the frontend
that races socket events against HTTP polling every 3s. Whichever resolves
first wins, so local (socket) and external (Cloudflare) both work reliably.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Replaces the old after-hours/new-patient SVG with an accurate diagram of
the current conversation flow: 3-message TwiML entry → insurance check →
MassHealth consent + ID/DOB → Selenium eligibility → ACTIVE/INACTIVE paths,
inactive branch asks for other insurance then collects contact info, and
office-hours-validated date/time scheduling with appointment creation.
Existing patient branch shows same-insurance confirmation, MassHealth
auto-check (stored ID+DOB), and Selenium result paths.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add 3-message intro (self-intro → empathetic ack → new/existing question) via single TwiML response to guarantee delivery order
- Detect reschedule intent from first message; look up existing appointment date
- New patient flow: ask insurance type → MassHealth consent → member ID + DOB → Selenium eligibility check
- Post-eligibility: active → ask appointment date/time with office-hours validation; inactive → ask other insurance or collect contact info
- Date/time collection mirrors reschedule flow: check office day open, ask time, validate against office hours
- Auto-create appointment in schedule for known patients on confirmation; use first available staff member
- Add openPhoneReply toggle (Settings → AI Chat) to respond to any number at any time
- Add 5-minute inactivity timeout: reset conversation to initial stage and clear pending state
- Normalize MassHealth DOB to zero-padded MM/DD/YYYY before Selenium submission
- Expand isExistingPatient classifier to recognize "old patient", "old", "previous", "prior"
- Existing patient confirmation message now acknowledges patient type before asking about insurance
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add ChatbotButton component to top-app-bar (bot icon, upper right)
- Slide-in chat panel with 4 options: Check Eligibility, Schedule, Claims, Chat
- Single paste area accepts member ID + DOB in either order
- Age-based routing: ≥21 → MH Eligibility & History, <21 → CMSP auto-triggered
- Insurance-status page prefills fields and auto-fires the correct button via sessionStorage + custom event
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- reminder-graph: add stripIntroFromFallback() to remove 'Hi! My name is Lisa...'
from any saved rescheduleGreeting template before using it as the MSG 2 fallback
- reminder-graph: add explicit 'Do NOT introduce yourself' to rescheduleNode Gemini
prompt so the AI never adds its own intro to MSG 2
- ai-chat-templates-card: add hasIntroPattern() warning on the Reschedule Patients
template field — shows an amber alert if the saved template starts with a
self-introduction, guiding users to remove it
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- reminderSms default: remove {officeAddress} (never replaced by backend) to prevent
patients receiving literal '{officeAddress}' in reminder texts
- reminderGreeting default: fix typo 'reply you message' → 'reply to your message'
- rescheduleGreeting default: remove duplicate AI intro (intro is now sent separately
as MSG 1; fallback text should only contain the intent response)
- Add unsupportedVars() detector: highlights any {variable} in the SMS template that
the backend does not replace, with an amber warning showing the supported list
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Member info is always present on the accumulator page regardless of
whether dollar amounts exist. Removing the button wait eliminates the
15s freeze for patients with no financial data.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Instead of navigating back and forth, step4 opens the member details URL
in a new tab. Tab A clicks service history and CDP-prints the history PDF.
Tab B clicks View Accumulator and CDP-prints the accumulator PDF (waits
up to 15s for vm.hasResults, then captures whatever is on screen).
Eliminates the Chrome freeze from back-navigation and the empty-accumulator
race condition.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Previously waited up to 60s for vm.hasResults button causing long freeze.
Now caps at 15s then always proceeds — captures data or no-results state.
Extra 5s sleep ensures Angular finishes rendering table rows before CDP print.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
step7 now waits for button[ng-click='vm.printResults()'][ng-if='vm.hasResults']
to become visible before printing — that element only renders once Angular
has loaded the accumulator data, so the CDP capture is no longer racing
against the async data fetch.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
After clicking the member ID link, print the member details page via CDP
before navigating to service history. Adds member details as a panel in
the side-by-side PDF viewer: MH History shows 3 panels (eligibility,
member details, service history); CMSP shows 4 panels (eligibility,
member details, service history, accumulator).
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add MH Eligibility & History button: runs full MH eligibility flow then
clicks member ID → service history, prints both PDFs via CDP, opens
dual side-by-side PDF modal (eligibility auto-downloads, history does not)
- Add CMSP Eligibility & History & Remaining button: same flow plus
navigates back to member details, clicks View Accumulator, prints
accumulator PDF via CDP; opens 3-panel side-by-side PDF modal
- Generalize DualPdfPreviewModal to accept panels[] array (works for 2 or 3 PDFs)
- Auto-download eligibility PDF via direct API URL to avoid Chrome Safe
Browsing pause on blob: URL downloads
- New backend processors, job types, and routes for both flows
- New Python Selenium workers with stable CSS selectors (ng-bind, href*)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add Reschedule for Column button on schedule page with AI follow-up toggle (default on)
- Add POST /api/twilio/send-reschedule-batch — sends Reschedule by Office template, starts AI reschedule conversation per patient
- Add {officePhone} (office call-in number) and {twilioPhone} (SMS number) variable replacement in both batch endpoints
- Fix broken variable names in Reschedule by Office template ({office phone number) → {officePhone}, {Twilio phone number} → {twilioPhone})
- Fix reschedule-graph: when patient replies with date in same message as YES/NO (e.g. "ok, 5/18"), AI now checks day open and asks for time instead of asking "what day and time?"
- Fix twilio-webhooks: same date-shortcut logic for reminder flow — "no, 5/18" skips "when to reschedule?" and goes straight to day check
- Update LangGraph SVG: rename to Reminder & Reschedule Flow, combine both entry points (Reminder SMS + Reschedule SMS) into one diagram with date-shortcut annotations
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add streetAddress/city/state/zipCode fields to OfficeContact (schema + storage + UI)
- Support {officeAddress} variable in batch reminder SMS
- Replace single SMS template field with full CRUD template list (add/rename/edit/delete)
- Store SMS template list under _sms_template_list; first template synced to batch reminder
- Hardcode all AI chat template defaults into codebase (reminder SMS, greetings, fallback)
- Add seed-templates.ts that auto-seeds default templates for all users on server boot
- Update README: note that templates are auto-configured on first boot
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Replace the old ASAP/next-week/Mon-Tue-Wed/morning-afternoon subtree with
the new direct datetime flow:
- MSG 1: AI self-introduction (sent first via REST API)
- MSG 2: "When would you like to reschedule?" (intent response)
- Patient gives date → day-open check (office hours) with fail loop
- AI asks time → hours check (within AM/PM session) with fail loop
- AI confirms: "Just to confirm — [date at time]?"
- Patient YES/NO → slot availability check with fail loop
- DB: appointment moved, AI badge shown on schedule grid
- Patient thanks → closing message
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
time <= amEnd incorrectly allowed 12:00 when the office closes at 12:00.
Changed to time < amEnd (and time < pmEnd) so the session end time is
treated as a closed boundary — a patient cannot start an appointment at
exactly the time the session ends.
Fixes both the SMS reschedule flow and the schedule grid slot highlighting.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add movedByAi boolean column to Appointment table (default false)
- reschedule-graph: set movedByAi=true when AI moves an appointment
- PATCH /api/appointments/:id/confirm endpoint clears the movedByAi flag
- Schedule grid: show teal AI badge on appointment cards where movedByAi=true
- Right-click context menu: 'Manually Confirmed' removes the AI badge via the confirm endpoint
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Reminder flow: send AI self-introduction as message 1 (Twilio REST API), intent response as message 2 (TwiML) so intro always arrives first
- LangGraph reminder graph: classify yes/no/other from patient reply; 'no' now asks 'When would you like to reschedule?' directly
- Reschedule flow: new asked_reschedule_datetime stage replaces multi-step ASAP/next-week flow
- Date-only reply (e.g. '5/18'): ask for time separately, then confirm
- Date+time reply (e.g. '5/18 at 10am'): go straight to confirmation
- new asked_reschedule_time_for_date and asked_reschedule_confirm_datetime stages
- Date/time parsing: regex handles M/D and am/pm formats first; falls back to Gemini for natural language
- Day-level office hours check: if requested day is closed (e.g. Sunday), reply 'Our office is closed on [date]. Choose another day?'
- Time-level office hours check: if requested time is outside working hours (e.g. 12pm during lunch), reply with actual hours (e.g. '9:00 am – 12:00 pm and 1:00 pm – 5:00 pm')
- Slot availability check: verifies no conflicting appointment for same staff member
- After appointment confirmed: patient thank-you reply triggers warm closing with upcoming appointment time
- Schedule page: office hours summary bar above grid showing today's configured hours with link to settings
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add Text Reminder for Column button with per-column checkboxes and AI follow-up toggle (default on)
- Batch reminder endpoint resolves {firstName}, {officeName}, {appointmentDate}, {appointmentTime} from AI chat templates
- Add Reschedule for Column UI (logic TBD)
- Move Download Claim PDF for Column below Reschedule for Column
- Add reminderSms template field to AI Chat Settings with variable hints
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Replace in-memory Maps in aiHandoffStore with DB-backed async functions
using new patient_conversation table (stage + aiHandoff per patient)
- Add afterHoursEnabled to ai_settings table (persists across restarts)
- Fix runtime crash in reschedule-graph: mon/tue/wed variables were out
of scope in the next-week fallback branch (ReferenceError)
- Wire rescheduleGreeting and generalFallback chat templates through to
LangGraph nodes so user-configured messages take effect
- Add otherNode to reminder-graph to handle unclassified patient replies
(e.g. "I want another appointment") and route to booking flow
- Fetch chatTemplates once per webhook request instead of per stage
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
When a member ID is typed on the insurance eligibility page, debounced
lookup fills in date of birth, first name, and last name if the patient
already exists in the database.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add floating chat window Hand-off to AI toggle (per-patient) and after-hours AI toggle (global)
- Add LangGraph-powered appointment reminder flow: AI introduces itself, classifies YES/NO, handles confirmation with appointment date/time
- Add multi-step rescheduling flow: ASAP vs next week, tomorrow offer, Mon/Tue/Wed picker, morning/afternoon time slot — automatically updates appointment in DB
- Add new patient / after-hours flow: new vs existing patient, dental insurance check, MassHealth Selenium eligibility check (auto-uses saved member ID + DOB for existing patients), self-pay fallback
- Add AI Chat Settings page (Settings → Advanced) with editable greeting templates and LangGraph flow diagrams for both reminder and new-patient flows
- Add Schedule a New Patient template option in chat window, starts new-patient conversation flow
- Add GET/PUT endpoints for AI handoff, after-hours handoff, and AI chat templates
- Add multilingual support (7 languages) across all AI reply nodes with LLM generation and hardcoded fallbacks
- Add pending reschedule in-memory store and conversation stage tracking across all flows
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- 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>
