- 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>
Status is now derived from the numbers — no manual switching needed:
- Balance = 0 → Paid in Full (teal)
- Balance > 0, Collected > 0 → Partially Paid (blue)
- Balance > 0, Collected = 0 → Pending (red)
VOID/DENIED/OVERPAID still show from DB as manual decisions.
Removed Revert Full Due button (tied to old status system).
Void button now shows for all non-VOID, non-DENIED payments.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Balance = totalBilled - mhPaidAmount - copayment - adjustment
Collected = mhPaidAmount + copayment (adjustment is a write-off)
- Frontend breakdown now shows Collected, Adjustment (if >0), and Balance
- Reports: totalCollected and totalOutstanding use the new formula
- Both date-range and staff summary queries updated
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Added copayment and adjustment fields (Decimal, default 0) to Payment
model in schema and directly to DB via ALTER TABLE
- Added PATCH /api/payments/:id/copayment and /adjustment routes
- Added inline-editable Copayment and Adjustment columns after MH Paid
with same click-to-edit format; Copayment in blue, Adjustment in orange
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Switching from PAID to Pending/Partially Paid now calls revert-full-claim
first to undo the collected amount, then updates the status — so the
report totals stay accurate.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
The inline status dropdown now handles this via pay-absolute-full-claim,
making the standalone button a duplicate.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Selecting "Paid in Full" from the inline status dropdown now calls
pay-absolute-full-claim (same as the Pay in Full button) instead of
only patching the status label.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Pending: yellow → light red
- Paid: green → teal, label updated to "Paid in Full"
- Status badge for Pending/Partially Paid/Paid is now a styled inline
dropdown to switch between the 3 statuses without opening a modal
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Add PATCH /api/payments/:id/mh-paid-amount for direct value updates.
Clicking the MH Paid cell opens an input; Enter/blur saves and refreshes,
Escape cancels. Dash placeholder is also clickable to enter a value.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add selenium_MHPaymentCheckWorker.py: logs into MassHealth portal, navigates to Search Claims, enters claim number, extracts totalPaidAmount from results table
- Register /mh-payment-check endpoint in Selenium agent
- Add mhPaidAmount field to Payment model with migration
- Add PATCH /api/payments/:id/mh-payment-check backend route: fetches MH credentials, calls selenium, stores result
- Add Claim No. column (MassHealth claim number) as first data column in payments table
- Move Payment ID and Claim ID columns to end of table
- Add MH Paid column showing mhPaidAmount in green
- Wire Check MH Payment button to call API for each selected payment and refresh table
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Added Check Payments Online card above Payment's Records with From/To date pickers and Check All MH Payment button (logic TBD)
- Added multi-select checkboxes to each payment record row with select-all header checkbox
- When records are checked, a Check MH Payment action bar appears with count and clear option (logic TBD)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- 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>
- Time slots now run 8:00 AM – 9:00 PM (was 8:00 AM – 6:00 PM)
- Appointments visually span the correct number of 15-min rows based on startTime/endTime using HTML rowSpan
- Covered rows are skipped so the grid layout stays consistent
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- 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>
- Add proxy_set_header Authorization to /api/ location (required or token is stripped)
- Add Step 11 to README explaining how to install the nginx config
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Fix dateOfBirth default from empty string to null (caused Invalid date error)
- Add noValidate to form to prevent browser native email validation blocking submit
- Reset form when switching from edit to add mode
- Export API_BASE_URL from queryClient; switch patient table to raw fetch (prevents token wipe on 401)
- Add Authorization header forwarding in Vite proxy (was stripped by nginx Connection:upgrade)
- Make only firstName, lastName, dateOfBirth, phone required; gender optional
- Add +1 prefix to phone number input (stores as 1XXXXXXXXXX)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Filter patient list by userId so each user sees only their own patients
- Sort patients by updatedAt DESC so recently checked patients appear first
- Add updatedAt field to Patient model (DB migration via raw SQL + db:generate)
- Fix DDMA name extraction: read from detail page "Name:" label, not search
results row text which included appended dates
- Fix PDF capture: use driver.get() instead of click() to avoid race condition
that was saving the search results page instead of the patient detail page
- Strip trailing bare dates from extracted names (e.g. "Rodriguez 04/27/2026")
- Handle "Last, First" comma format and single-word last names in splitName
- Normalize insuranceId consistently in createOrUpdatePatientByInsuranceId
- Fix OTP persistent session: stop clearing LocalStorage/IndexedDB on startup
(these hold the DDMA device trust token that skips OTP on subsequent logins)
- Increase post-navigation wait time for full page render before PDF generation
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
When a claim was submitted through the claims/preauth page, the schedule
page appointment color did not update because the appointments query cache
was never invalidated after the selenium job completed. Added invalidation
of QK_APPOINTMENTS_BASE in handleMHSeleniumPdfDownload so the schedule
page refetches and reflects the new claim color.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
