feat: email provider, admin password reset, portal new-patient, chat pill

Chat: history pill now shows a History icon + a Start-new-chat (SquarePen)
button; removed the duplicate chat-history list from the sidebar.

Email: deployment-wide email provider config (Resend/Postmark/SendGrid/SMTP) in
Settings → Developers, with encrypted API key and a Send-test action. sendEmail
dispatches via the chosen provider (REST via fetch; SMTP via nodemailer).

Forgot password with no provider: alert the clinic admin(s) via a "System"
message card in Messages + a bell notification (seeded system user + per-clinic
System conversation); clicking deep-links to /settings?tab=careTeam&member=<id>.
Admins can set a member's password directly from the employee dialog
(PATCH /api/staff/:id/password via Better Auth's internal context — no admin
plugin needed).

Patient Portal: "New patient" booking path registers a demographics-only patient
then books; bookings reject double-booked slots (409).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

backend/src/routes/portal.ts

@@ -7,9 +7,10 @@ import { organization } from "../db/schema/auth.js";
 import { appointmentInputSchema } from "../lib/appointment-validation.js";
 import { HttpError } from "../lib/http-error.js";
 import { initialsFromName } from "../lib/initials.js";
+import { patientInputSchema } from "../lib/patient-validation.js";
 import { recordActivity } from "../services/activity.js";
 import { createAppointment, listAppointments } from "../services/appointments.js";
-import { getPatient } from "../services/patients.js";
+import { createPatient, getPatient } from "../services/patients.js";
 
 // Public, unauthenticated kiosk API for a clinic's Patient Portal (an iPad in the
 // waiting room). Scoped by the clinic slug in the URL — there is no session.
@@ -52,6 +53,39 @@ const bookingSchema = z.object({
   type: z.string().trim().max(120).optional(),
 });
 
+const newPatientSchema = z.object({
+  name: z.string().trim().min(1, "Your name is required.").max(200),
+  sex: z.string().trim().optional(),
+  age: z.coerce.number().int().min(0).max(150).optional(),
+});
+
+// POST /api/portal/:clinic/patients — register a new (demographics-only) patient
+// from the kiosk so a first-time visitor can get a file number and then book.
+// Writes only demographics (no clinical PHI) from this unauthenticated surface.
+portalRouter.post("/:clinic/patients", async (req, res, next) => {
+  try {
+    const clinic = await resolveClinic(req);
+    const body = newPatientSchema.parse(req.body);
+    const input = patientInputSchema.parse({
+      name: body.name,
+      sex: body.sex ?? "M",
+      age: body.age ?? 0,
+      source: "manual",
+    });
+    const created = await createPatient(clinic.id, "", input, true);
+    await recordActivity({
+      orgId: clinic.id,
+      actor: { id: "", name: created.name },
+      action: `Patient portal registration — ${created.name}`,
+      entityType: "patient",
+      entityId: created.fileNumber,
+    });
+    res.status(201).json({ fileNumber: created.fileNumber, name: created.name });
+  } catch (err) {
+    next(err);
+  }
+});
+
 // POST /api/portal/:clinic/appointments — self-service booking for a registered
 // patient. Verifies the file number + name, then creates a confirmed appointment
 // that shows up on the clinic's Appointments page.
@@ -84,6 +118,24 @@ portalRouter.post("/:clinic/appointments", async (req, res, next) => {
       status: "confirmed",
       source: "manual",
     });
+
+    // Prevent double-booking the same slot: a provider can't have two
+    // appointments at the same date+time (clinic-wide when the provider is
+    // unknown). Cancelled appointments don't count.
+    const taken = (await listAppointments(clinic.id)).some(
+      (a) =>
+        a.status !== "cancelled" &&
+        a.date === input.date &&
+        a.time === input.time &&
+        (!input.provider || !a.provider || a.provider === input.provider),
+    );
+    if (taken) {
+      throw new HttpError(
+        409,
+        "That time slot is already taken. Please choose another time.",
+      );
+    }
+
     const created = await createAppointment(clinic.id, "", input);
     await recordActivity({
       orgId: clinic.id,

backend/src/routes/settings.ts

@@ -11,7 +11,13 @@ import {
   requireOrg,
   requirePermission,
 } from "../middleware/auth.js";
+import { sendEmail } from "../lib/email.js";
 import { recordActivity } from "../services/activity.js";
+import {
+  type EmailProvider,
+  getPublicConfig,
+  saveConfig,
+} from "../services/email-config.js";
 import { createPatient, listPatients } from "../services/patients.js";
 
 export const settingsRouter = Router();
@@ -20,6 +26,75 @@ export const settingsRouter = Router();
 // no active organization or RBAC permission.
 settingsRouter.use(requireAuth);
 
+// --- Email provider (deployment-wide, admin-only) ------------------------
+// One config for the whole deployment (email is sent while logged out, so it
+// can't be per-clinic). Gated by `member: ["create"]` — any clinic admin sets
+// the deployment's provider. The API key is never returned.
+
+const emailConfigSchema = z.object({
+  provider: z.enum(["none", "smtp", "resend", "postmark", "sendgrid"]),
+  fromAddress: z.string().trim().max(200).default(""),
+  // undefined = leave key as-is; "" = clear; string = set/replace.
+  credentials: z.string().trim().max(500).optional(),
+});
+
+settingsRouter.get(
+  "/email",
+  requireOrg,
+  requirePermission({ member: ["create"] }),
+  async (_req, res, next) => {
+    try {
+      res.json(await getPublicConfig());
+    } catch (err) {
+      next(err);
+    }
+  },
+);
+
+settingsRouter.put(
+  "/email",
+  requireOrg,
+  requirePermission({ member: ["create"] }),
+  async (req, res, next) => {
+    try {
+      const input = emailConfigSchema.parse(req.body);
+      const saved = await saveConfig({
+        provider: input.provider as EmailProvider,
+        fromAddress: input.fromAddress,
+        credentials: input.credentials,
+      });
+      await recordActivity({
+        orgId: req.organizationId!,
+        actor: { id: req.user!.id, name: req.user!.name },
+        action: `Updated email provider — ${saved.provider}`,
+        entityType: "settings",
+        entityId: "email",
+      });
+      res.json(saved);
+    } catch (err) {
+      next(err);
+    }
+  },
+);
+
+settingsRouter.post(
+  "/email/test",
+  requireOrg,
+  requirePermission({ member: ["create"] }),
+  async (req, res, next) => {
+    try {
+      await sendEmail({
+        to: req.user!.email,
+        subject: "temetro email test",
+        text: `This is a test email from temetro. If you received it, your email provider is configured correctly.`,
+      });
+      res.json({ ok: true, to: req.user!.email });
+    } catch (err) {
+      next(err);
+    }
+  },
+);
+
 // --- Records import / export (clinic-wide, admin-only) -------------------
 // Gated by `member: ["create"]` — the same admin/owner marker the staff route
 // uses — so only clinic admins can bulk-move records.

backend/src/routes/staff.ts

@@ -230,3 +230,42 @@ staffRouter.patch(
     }
   },
 );
+
+// Set a member's password directly (admin-driven reset — e.g. the employee
+// forgot it and no email provider is configured). Owner/admin only, and the
+// target must be a member of this clinic. Uses Better Auth's internal context to
+// hash + store the password (the same calls its admin plugin makes), so no admin
+// plugin is required.
+const passwordInputSchema = z.object({
+  newPassword: z.string().min(12).max(256),
+});
+
+staffRouter.patch(
+  "/:userId/password",
+  requirePermission({ member: ["update"] }),
+  async (req, res, next) => {
+    try {
+      const userId = String(req.params.userId ?? "");
+      const { newPassword } = passwordInputSchema.parse(req.body);
+
+      const [target] = await db
+        .select({ id: member.id })
+        .from(member)
+        .where(
+          and(
+            eq(member.organizationId, req.organizationId!),
+            eq(member.userId, userId),
+          ),
+        );
+      if (!target) throw new HttpError(404, "Member not found.");
+
+      const ctx = await auth.$context;
+      const hashed = await ctx.password.hash(newPassword);
+      await ctx.internalAdapter.updatePassword(userId, hashed);
+
+      res.json({ ok: true });
+    } catch (err) {
+      next(err);
+    }
+  },
+);