feat: AI chat claim confirmation, CDT alias learning, and eligibility auto-trigger fixes
- Claim flow: show green confirm card (patient, CDT codes, service date) before Selenium starts - CDT lookup: add DIRECT_CODE_MAP + ALIAS_MAP with 60+ dental abbreviations from office fee schedule (2BW→D0272, 4BW→D0274, PA→D0220, FL→D1208, RCT codes, composite tooth#/surface parser, etc.) - Composite filling parser: auto-map "#29 OB" → D2392 based on tooth# (front/back) and surface count - Ask-and-learn: unknown CDT terms block claim and ask user; answer saved to DB alias map for future use - Cancel on confirm card returns to chat (not full reset) so user can correct and retry - Eligibility auto-trigger fix: reset autoTriggeredRef when autoTrigger resets to false so second chatbot eligibility check on same page visit fires correctly (all 5 provider buttons fixed) - check_eligibility by name now returns eligibility_id_ready with correct siteKey for non-MH patients - DDMA/CCA/United/Tufts fee schedules updated with office prices (single Price field, no age split) - getCodeMap case-insensitive matching fix (ddma/cca/etc. now correctly selected) - Family plan member disambiguation: insuranceId+DOB composite lookup prevents overwriting siblings - AI chat date fix: send clientDate from browser to avoid UTC midnight rollover (EST→wrong day) - AI prompt: appointmentDate extracted for claim_only intent when user says "today" or a date Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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@@ -31,24 +31,27 @@ export interface ChatClassification {
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// ─── System prompt ────────────────────────────────────────────────────────────
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const BASE_SYSTEM_PROMPT = `You are an internal assistant for a dental office management app.
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function buildSystemPrompt(today: string, extra?: string | null): string {
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const base = `You are an internal assistant for a dental office management app.
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Staff type natural language commands. Your ONLY job is to classify the intent and extract
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structured parameters. Do NOT map procedure names to CDT codes — return them as plain text.
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TODAY'S DATE: ${today}
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Respond ONLY with valid JSON (no markdown fences):
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{
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"intent": "<intent>",
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"patientName": "<full name if mentioned by name>",
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"memberId": "<member/insurance ID if given explicitly>",
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"dob": "<date of birth in MM/DD/YYYY if given>",
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"memberId": "<member/insurance ID if given explicitly or found in history>",
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"dob": "<date of birth in MM/DD/YYYY if given explicitly or found in history>",
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"insuranceHint": "<insurance name only if explicitly stated in the message, e.g. 'masshealth', 'BCBS MA', 'CCA'>",
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"procedureNames": ["<raw procedure name>", ...],
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"appointmentDate": "<YYYY-MM-DD if a specific date is mentioned, omit for today>",
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"appointmentDate": "<YYYY-MM-DD; use today's date (${today}) if user says 'today'; omit only if no date is mentioned at all>",
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"appointmentTime": "<HH:MM 24h if a specific time is mentioned, omit if not stated>",
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"fallbackReply": "<1-2 sentence reply to show the user>"
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}
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Omit any field that is not present in the message.
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Omit any field that is not present in the message or history.
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Intents:
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- check_eligibility : user wants to check insurance for a patient identified by NAME only
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@@ -66,9 +69,11 @@ Intents:
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e.g. "add Jane Doe at 10:30"
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- claim_only : submit a claim for procedures WITHOUT an eligibility check
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e.g. "claim comprehensive exam and Pano for her"
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e.g. "claim D0120 and D1110 for John Smith"
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e.g. "bill adult cleaning for Maria"
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e.g. "claim D0120 and D1110 for John Smith today"
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e.g. "bill adult cleaning for Maria on 05/15/2026"
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e.g. "claim perio exam, 2BW for John Smith"
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Use this when no eligibility check is requested — just billing/claiming services
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Always extract appointmentDate when a date or "today" is mentioned
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- navigate_claims : open the claims page
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- navigate_schedule : open the appointments/schedule page
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- general : anything else
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@@ -76,15 +81,24 @@ Intents:
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Rules:
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- For check_and_claim and claim_only, procedureNames should be the RAW user text
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(e.g. "perio exam", "adult cleaning", "D0120") — do NOT translate to codes
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- For composite fillings with a tooth number, preserve the EXACT notation including tooth# and surfaces:
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e.g. "composite #29 O", "#8 MO", "composite #11 MOD" — keep the #number and surface letters together as one entry
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- insuranceHint is only set when the user explicitly names an insurance in the message
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- Keep fallbackReply to 1-2 sentences
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- For navigate intents, fallbackReply = "Opening the [page] page..."
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- For schedule_appointment, appointmentDate omitted means today; appointmentTime omitted means no preference
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- appointmentDate applies to BOTH schedule_appointment AND claim_only/check_and_claim:
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always set it to today's date (${today}) when the user says "today", "this visit", or similar
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set it to the specified date when the user mentions a date (e.g. "05/15/2026")
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omit it only when no date is mentioned at all (the backend will find the last appointment)
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- For schedule_appointment, appointmentTime omitted means no preference
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- IMPORTANT: Use the conversation history to resolve pronouns and references.
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If the user says "her", "him", "them", "the patient", or "same patient", look back through
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the conversation history to find the patient name that was mentioned most recently.
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Always populate patientName (or memberId) from history when a pronoun is used.
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the conversation history to find the patient name, memberId, AND dob that were mentioned most recently.
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Always populate patientName (or memberId) AND dob from history when a pronoun is used.
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Family members may share the same memberId — always include the dob so the correct family member is identified.
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Never return an empty patientName just because the current message uses a pronoun.`;
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return extra?.trim() ? `${base}\n\nAdditional office context:\n${extra.trim()}` : base;
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}
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// ─── Classifier ───────────────────────────────────────────────────────────────
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@@ -94,7 +108,8 @@ export async function classifyInternalChat(
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extraSystemPrompt?: string,
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history: { role: "user" | "assistant"; text: string }[] = [],
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provider: AiProvider = "google",
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model?: string
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model?: string,
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clientDate?: string // YYYY-MM-DD from the browser's local clock
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): Promise<ChatClassification> {
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const fallback: ChatClassification = {
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intent: "general",
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@@ -104,18 +119,18 @@ export async function classifyInternalChat(
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if (!apiKey) return fallback;
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const systemPrompt = extraSystemPrompt
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? `${BASE_SYSTEM_PROMPT}\n\nAdditional office context:\n${extraSystemPrompt}`
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: BASE_SYSTEM_PROMPT;
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// Prefer the client's local date (avoids UTC midnight rollover for US timezones)
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const today = (clientDate && /^\d{4}-\d{2}-\d{2}$/.test(clientDate))
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? clientDate
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: (() => { const n = new Date(); return `${n.getFullYear()}-${String(n.getMonth()+1).padStart(2,"0")}-${String(n.getDate()).padStart(2,"0")}`; })();
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const systemPrompt = buildSystemPrompt(today, extraSystemPrompt);
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try {
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const llm = getLlm(provider, apiKey, model);
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// Gemini requires conversation to start with a user turn — drop any leading assistant messages
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const trimmedHistory = history.slice(
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history.findIndex((h) => h.role === "user")
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).filter((_, i, arr) => {
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// Also drop consecutive same-role messages (keep last of each run)
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// Drop leading assistant messages (some providers require conversation to start with user turn)
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const firstUserIdx = history.findIndex((h) => h.role === "user");
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const trimmedHistory = (firstUserIdx === -1 ? [] : history.slice(firstUserIdx)).filter((_, i, arr) => {
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if (i === arr.length - 1) return true;
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return arr[i]!.role !== arr[i + 1]!.role;
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});
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@@ -131,11 +146,21 @@ export async function classifyInternalChat(
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]);
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const raw = String(response.content).trim();
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console.log("[internal-chat] raw LLM response:", raw.slice(0, 400));
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const jsonStr = raw.replace(/^```json\s*/i, "").replace(/```\s*$/, "").trim();
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const parsed = JSON.parse(jsonStr) as ChatClassification;
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if (!parsed.intent || !parsed.fallbackReply) return fallback;
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return parsed;
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} catch {
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} catch (err) {
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const msg = err instanceof Error ? err.message : String(err);
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console.error("[internal-chat] classifyInternalChat error (provider=%s model=%s): %s", provider, model, msg);
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// Surface billing/auth errors so the user sees a useful message in the chat
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if (/credit balance|billing|quota|insufficient|authentication|api.key|invalid_api_key/i.test(msg)) {
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return {
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intent: "general",
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fallbackReply: `AI provider error: ${msg.slice(0, 200)}`,
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};
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}
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return fallback;
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}
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}
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