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>
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>
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>
- 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>
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>
- 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>
- 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>
- 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>
- 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>
- 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>
