Commit Graph

8 Commits

Author SHA1 Message Date
ff
b1932fa3d6 feat: add Provider field to appointment form, drive AI claim automation
Adds an optional Provider (NPI) select to the Edit Appointment form,
sourced from Settings > NPI Providers. The AI "Claim for Column" batch
flow now prefers the appointment's own provider when resolving which
provider Selenium should select on the insurance site (e.g. MassHealth
rendering provider dropdown), falling back to the existing per-procedure
selection, active claim, or first configured provider.

Also resyncs packages/db's committed compiled schema/client artifacts
with their .ts sources — they had drifted out of sync (some untouched
since July), which was silently stripping the new npiProviderId field
via stale .strict() zod schemas.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-07-20 23:07:10 -04:00
fc3e8c0e25 feat: add Auto Check MH Payment toggle with weekly schedule
Adds a toggle behind the Go button on the Payments page to automatically run the MH batch payment check on a user-selected day of week and hour. Default is off.

- Schema: added autoMhCheckEnabled, autoMhCheckDayOfWeek, autoMhCheckHour to User model
- Backend: new mhBatchPaymentService (shared logic), GET/PUT /auto-mh-check-setting routes, hourly cron job that fires on matching day+hour
- Frontend: toggle + day select (Mon–Sun) + time select (hourly) that persist immediately to DB

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-26 22:58:36 -04:00
Summit Dental Care
27d9132820 fix: use in-memory startedAt for cron job log to survive DB restore
The auto-import wipes the database, destroying the cronJobLog record
created at the start of the job. Now duration is calculated from a
local variable instead of querying the DB, and if the record is gone
a fresh log entry is created in the restored database.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-26 22:55:07 -04:00
ff
9d0cfe5dba feat: appointment type inference, procedure codes on cards, claim attachment fixes
- 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>
2026-05-29 14:18:10 -04:00
ff
5508a90d28 fix: auto-migrate after DB restore and force re-login
- 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>
2026-05-17 22:31:12 -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
e26ebf7fd5 feat: fix DDMA eligibility — patient list, name extraction, PDF page, OTP session
- 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>
2026-05-01 21:40:04 -04:00
Gitead
3e899376c3 feat: Select Procedures flow, batch-column NPI provider fix, auto PDF save
- 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>
2026-04-27 00:25:24 -04:00