Commit Graph
10 Commits
Author SHA1 Message Date
GiteadandClaude Sonnet 4.6 e34140c2b1 feat: add AI Dental Shopping section with sidebar nav and Login Info page
- Add AI Dental Shopping to sidebar with Search/Tag and Login Info sub-pages
- Build full-stack Login Info CRUD: save vendor name, website, username, password per user
- Add ShoppingVendor Prisma model, run db push, regenerate client and Zod schemas
- Add storage layer, REST API at /api/shopping-vendors/, and frontend table with add/edit/delete modal

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-17 00:35:38 -04:00
GiteadandClaude Sonnet 4.6 7360b1930b feat: add provider column, commission tracking, and report provider filter
- 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>
2026-05-15 23:51:39 -04:00
GiteadandClaude Sonnet 4.6 16429320fa feat: chat window, preferred language, insurance contact, and AI call eligibility
- Schedule: right-click Chat option opens floating SMS chat window
- Chat window: SMS template selector with appointment date/time pre-filled
- Chat window: office name and phone pulled from Settings > Office Contact
- Chat window: Preferred Language selector (English, Spanish, Portuguese,
  Mandarin, Cantonese, Arabic, Haitian Creole) with fully translated templates
  and locale-aware date/time formatting
- Patient form: Preferred Language field (add/edit), default English
- Settings > Office Contact: added Dental Office Name field
- Settings > Advanced: Insurance Contact page (CRUD — company name + phone)
- Prisma schema: preferredLanguage on Patient, officeName on OfficeContact,
  new InsuranceContact model
- Patient management: Upload Patient Document moved below Patient Records
- Insurance Eligibility: AI Call Insurance collapsible section; insurance
  company and phone auto-populated from saved Insurance Contacts

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-07 16:42:37 -04:00
GiteadandClaude Sonnet 4.6 ceb95f1915 feat: add Procedure Duration/Time Slot settings and custom appointment type
- 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>
2026-05-05 23:08:34 -04:00
GiteadandClaude Sonnet 4.6 800008792a feat: add Office Contact settings page and reorder Advanced sidebar
- Add OfficeContact Prisma model with receptionist name, dentist name, phone, email, fax fields
- Create GET/PUT /api/office-contact backend route and storage
- Add OfficeContactCard frontend component under Settings > Advanced
- Reorder Advanced sidebar: Office Hours → Office Contact → Twilio Settings → Google AI Settings

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-05 21:19:30 -04:00
GiteadandClaude Sonnet 4.6 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
GiteadandClaude Sonnet 4.6 79e20b693d feat: improve backup management, settings UI, and Twilio webhooks
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-04 00:52:42 -04:00
Gitead 5689269690 feat: add Twilio SMS/call integration with settings, templates, and conversation history 2026-05-02 20:18:58 -04:00
ff 11a6d2e5a7 feat: add Job Monitor page with cron job logging and Selenium queue status 2026-04-13 00:32:18 -04:00
Gitead 5d77e207c9 initial commit 2026-04-04 22:13:55 -04:00