- 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>
- Add 'Select Procedures' right-click option on appointment page (separate from Claims/PreAuth)
- Select Procedures form saves CDT codes + NPI provider to AppointmentProcedure storage
- Remove Save button from insurance claim form; Claims/PreAuth opens for insurance submission only
- Claims/PreAuth auto-prefills from saved procedures including NPI provider
- Batch-column: procedures npiProviderId takes priority over stale claim npiProviderId
- Batch-column: auto-save PDF to patient Documents after successful submission (no socket needed)
- Add npiProviderId column to AppointmentProcedure table (prisma db push)
- Fix 'invalid db creation invocation': guard staffId, npiProviderId, procedureDate as Date object, totalBilled NaN guard
- Add full error logging to batch-column catch block
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Fix status enum in browser.ts (uppercase → lowercase values)
- Fix date validation (z.string → z.coerce.date) so form accepts Date objects
- Add missing type/userId/title fields to browser.ts appointment schema
- Replace nested PatientSearch Select with simple inline Input to fix patient selection
- Fix mutationFn to throw on non-ok responses so backend errors surface correctly
- Connect socket.io directly to backend (port 5000) instead of Vite proxy to fix AggregateError on startup
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add PLAN_NOT_ACCEPTED to PatientStatus enum (prisma schema + db push)
- Selenium: return "plan not accepted" eligibility text instead of collapsing to inactive
- Backend processor: map "plan not accepted" → PLAN_NOT_ACCEPTED, fix insuranceProvider label
- _shared.ts: save DOB for existing patients when field is currently empty
- Frontend: show amber "Plan Not Accepted" badge in patient table and detail panel
- patient-form.tsx: display "Plan Not Accepted" label in status dropdown
- BullMQ: set attempts=1 (no retry on selenium failure)
- DDMA: remove first/last name from search (member ID + DOB only)
- patient-types.ts: allow alphanumeric insurance IDs
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Use useAuth() in CredentialTable instead of a separate /api/users/ fetch
that was failing silently and hiding the entire credentials section
- Add migration for autoBackupEnabled/usbBackupEnabled columns on User
that were in the Prisma schema but missing from the database, causing
a 500 error on login
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
