@rinse-dental/open-dental 4.0.0 → 4.1.0

package/README.md

@@ -19,14 +19,12 @@ npm install @rinse-dental/open-dental
 ```ts
 import { OpenDental } from '@rinse-dental/open-dental';
 
-// Initialize once at application startup
+// Initialize once at application startup (the SDK appends /api/v1 automatically)
 OpenDental.initialize(
   'https://your-open-dental-server.example.com', // base URL — no trailing slash
-  'YOUR_API_TOKEN'                               // Base64 "User:Password" token
+  'YOUR_API_TOKEN',                              // Base64 "ODFHIR {DeveloperKey}/{CustomerKey}" token
 );
 
-// The SDK appends /api/v1 automatically — do not include it in baseURL.
-
 // Use any resource
 const patients = OpenDental.Patients();
 const results = await patients.getPatients({ LName: 'Smith' });
@@ -37,18 +35,31 @@ console.log(results);
 
 ## Initialization
 
-`OpenDental.initialize(baseURL, authToken)` must be called **once** before any other method. All subsequent calls reuse the same HTTP client.
+`OpenDental.initialize(baseURL, authToken, options?)` must be called **once** before any other method. All subsequent calls reuse the same HTTP client.
 
-| Parameter   | Type   | Description                                              |
-|-------------|--------|----------------------------------------------------------|
-| `baseURL`   | string | Root URL of your Open Dental server (no trailing slash). |
-| `authToken` | string | Base64-encoded `User:Password` API token.                |
+| Parameter          | Type    | Required | Description                                              |
+|--------------------|---------|----------|----------------------------------------------------------|
+| `baseURL`          | string  | Yes      | Root URL of your Open Dental server (no trailing slash). |
+| `authToken`        | string  | Yes      | Base64-encoded `ODFHIR {DeveloperKey}/{CustomerKey}` API token.                |
+| `options.timeout`  | number  | No       | Request timeout in milliseconds. Default: `30000`.       |
+| `options.debug`    | boolean | No       | Log HTTP errors to console (strips PHI). Default: `false`. |
 
 ```ts
+// Minimal
 OpenDental.initialize(
   process.env.OPEN_DENTAL_BASEURL!,
   process.env.OPEN_DENTAL_API_KEY!
 );
+
+// With options
+OpenDental.initialize(
+  process.env.OPEN_DENTAL_BASEURL!,
+  process.env.OPEN_DENTAL_API_KEY!,
+  {
+    timeout: 15_000, // 15 seconds
+    debug: process.env.NODE_ENV !== 'production',
+  }
+);
 ```
 
 ---
@@ -287,6 +298,36 @@ await benefits.deleteBenefit(benefitNum);
 
 ---
 
+## Date Utilities
+
+Open Dental returns dates and datetimes **without timezone information** — they reflect the local clock of the Open Dental server. Use `toISO` to convert these to ISO 8601 UTC strings before storing or comparing them in your application.
+
+```ts
+import { toISO } from '@rinse-dental/open-dental';
+
+// Datetime string — "yyyy-MM-dd HH:mm:ss"
+toISO("2021-08-05 02:00:00", "America/Los_Angeles");
+// => "2021-08-05T09:00:00.000Z"  (PDT, UTC-7)
+
+// Date-only string — interpreted as midnight in the given timezone
+toISO("2021-08-05", "America/Los_Angeles");
+// => "2021-08-05T07:00:00.000Z"  (PDT, UTC-7)
+```
+
+Pass an [IANA timezone name](https://en.wikipedia.org/wiki/List_of_tz_database_time_zones) matching your Open Dental server's configured timezone. DST transitions are handled automatically. Strings that don't match either format are returned unchanged.
+
+**Typical usage after an API call:**
+
+```ts
+const appt = await OpenDental.Appointments().getAppointment(12345);
+const TZ = "America/Los_Angeles";
+
+const startISO = toISO(appt.AptDateTime, TZ);
+const endISO   = toISO(appt.AptDateTimeEnd, TZ);
+```
+
+---
+
 ## API Documentation (`Docs/`)
 
 This package includes the full Open Dental API reference documentation in the `Docs/` folder, enriched with database schema mappings and field-level notes for every endpoint. These markdown files are optimized for AI-assisted development.
@@ -305,19 +346,19 @@ Docs/
 
 ## Breaking Changes
 
-### v3.5.0
+### v4.0.0
 
-The following changes are **breaking** relative to v3.4.x.
+The following changes are **breaking** relative to v3.x.
 
 **`ChartModules.PatientInfo()` → `ChartModules.getPatientInfo()`**
 
 The method was renamed to follow the SDK's `getX()` naming convention.
 
 ```ts
-// Before (v3.4.x)
+// Before (v3.x)
 const info = await OpenDental.ChartModules().PatientInfo(patNum);
 
-// After (v3.5.0)
+// After (v4.0.1)
 const info = await OpenDental.ChartModules().getPatientInfo(patNum);
 ```
 
@@ -326,29 +367,58 @@ const info = await OpenDental.ChartModules().getPatientInfo(patNum);
 The method was renamed to correctly reflect that it deletes a benefit record, not a patient plan.
 
 ```ts
-// Before (v3.4.x)
+// Before (v3.x)
 await OpenDental.Benefits().deletePatPlan(benefitNum);
 
-// After (v3.5.0)
+// After (v4.0.0)
 await OpenDental.Benefits().deleteBenefit(benefitNum);
 ```
 
+**`RefAttaches.deleteInsSub()` → `RefAttaches.deleteRefAttach()`**
+
+The method was incorrectly named after a different resource. It has been corrected.
+
+```ts
+// Before (v3.x)
+await OpenDental.RefAttaches().deleteInsSub(refAttachNum);
+
+// After (v4.0.0)
+await OpenDental.RefAttaches().deleteRefAttach(refAttachNum);
+```
+
+**`InsVerifies.createInsVerifies()` now correctly uses POST**
+
+Previously this method called `PUT /insverifies` instead of `POST /insverifies`. Any consumers relying on the incorrect behavior should verify their integration.
+
 **API errors now throw `Error` instances**
 
 Previously, API errors threw the raw Axios response object. They now throw a standard `Error` with a descriptive message string. Update any catch blocks that inspected `err.status` or `err.data` directly:
 
 ```ts
-// Before (v3.4.x) — err was an AxiosResponse
+// Before (v3.x) — err was an AxiosResponse
 catch (err: any) {
   console.log(err.status);
 }
 
-// After (v3.5.0) — err is an Error
+// After (v4.0.1) — err is an Error
 catch (err: unknown) {
   if (err instanceof Error) console.log(err.message);
 }
 ```
 
+**All GET list endpoints now accept `Limit`, `DateFormatString`, and `DateTimeFormatString`**
+
+These are additive and non-breaking for existing callers, but consumers relying on receiving all results in a single call should be aware of the 1000-item hard limit per request.
+
+```ts
+// Paginate through results
+const page1 = await OpenDental.Appointments().getAppointments({ Offset: 0,    Limit: 1000 });
+const page2 = await OpenDental.Appointments().getAppointments({ Offset: 1000, Limit: 1000 });
+
+// Custom date format
+const patients = await OpenDental.Patients().getPatients({ DateFormatString: "MM/dd/yyyy" });
+```
+
 ---
 
 ## TypeScript Support

package/dist/api/appointments.js

@@ -65,7 +65,7 @@ class Appointments {
         if (!params.ClinicNum) {
             throw new Error("Invalid parameter: ClinicNum is required when Clinics are enabled.");
         }
-        return this.httpClient.get("/appointments/asap", params);
+        return this.httpClient.get("/appointments/ASAP", params);
     }
     /**
      * Fetch available appointment slots.

package/dist/api/claims.js

@@ -157,7 +157,7 @@ class Claims {
         if (!Array.isArray(procNums) || procNums.length === 0) {
             throw new Error("Invalid parameter: procNums must be a non-empty array.");
         }
-        return this.httpClient.put(`/claims/${ClaimNum}/Split`, { procNums });
+        return this.httpClient.put(`/claims/${ClaimNum}/Split`, { ProcNums: procNums });
     }
     /**
      * Delete a Claim record.

package/dist/api/patients.d.ts

@@ -32,14 +32,14 @@ export default class Patients {
      * @param {string} [params.SubscriberId] - Filter by subscriber ID.
      * @param {string} [params.Email] - Filter by email address.
      * @param {string} [params.Country] - Filter by country.
-     * @param {number} [params.ClinicNum] - Filter by clinic number (comma-separated list).
+     * @param {string} [params.clinicNums] - Comma-separated clinic numbers.
      * @param {string} [params.clinicAbbr] - Filter by clinic abbreviation.
      * @param {string} [params.invoiceNumber] - Filter by invoice number.
      * @param {number} [params.Offset] - Pagination offset.
      * @returns {Promise<PatientSummary[]>} - A list of summarized patient data.
      * @throws {Error} - If the API returns an error.
      */
-    getPatients({ LName, FName, Phone, Address, hideInactive, City, State, SSN, ChartNumber, guarOnly, showArchived, Birthdate, SiteNum, SubscriberId, Email, Country, ClinicNum, clinicAbbr, invoiceNumber, Offset, Limit, DateFormatString, DateTimeFormatString, }?: GetPatientsParams): Promise<PatientSummary[]>;
+    getPatients({ LName, FName, Phone, Address, hideInactive, City, State, SSN, ChartNumber, guarOnly, showArchived, Birthdate, SiteNum, SubscriberId, Email, Country, clinicNums, clinicAbbr, invoiceNumber, Offset, Limit, DateFormatString, DateTimeFormatString, }?: GetPatientsParams): Promise<PatientSummary[]>;
     /**
      * Fetch multiple patients with optional filtering and pagination.
      * @param {Object} params - Filtering and pagination parameters.

package/dist/api/patients.d.ts.map

@@ -1 +1 @@
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+{"version":3,"file":"patients.d.ts","sourceRoot":"","sources":["../../src/api/patients.ts"],"names":[],"mappings":"AAAA,OAAO,UAAU,MAAM,qBAAqB,CAAC;AAC7C,OAAO,EACL,OAAO,EACP,cAAc,EACd,iBAAiB,EACjB,uBAAuB,EACvB,mBAAmB,EACnB,mBAAmB,EACpB,MAAM,uBAAuB,CAAC;AAE/B,MAAM,CAAC,OAAO,OAAO,QAAQ;IAC3B,OAAO,CAAC,UAAU,CAAa;gBAEnB,UAAU,EAAE,UAAU;IAIlC;;;;;;;;OAQG;IACU,UAAU,CAAC,MAAM,EAAE,MAAM,GAAG,OAAO,CAAC,OAAO,CAAC;IAQzD;;;;;;;;;;;;;;;;;;;;;;;;;OAyBG;IACY,WAAW,CAAC,EACvB,KAAK,EACL,KAAK,EACL,KAAK,EACL,OAAO,EACP,YAAY,EACZ,IAAI,EACJ,KAAK,EACL,GAAG,EACH,WAAW,EACX,QAAQ,EACR,YAAY,EACZ,SAAS,EACT,OAAO,EACP,YAAY,EACZ,KAAK,EACL,OAAO,EACP,UAAU,EACV,UAAU,EACV,aAAa,EACb,MAAM,EACN,KAAK,EACL,gBAAgB,EAChB,oBAAoB,GACzB,GAAE,iBAAsB,GAAG,OAAO,CAAC,cAAc,EAAE,CAAC;IA+BnD;;;;;;;;;;;;;;;;;OAiBG;IACU,iBAAiB,CAAC,EAC7B,KAAK,EACL,KAAK,EACL,SAAS,EACT,SAAS,EACT,SAAS,EACT,UAAU,EACV,OAAO,EACP,MAAM,EACN,QAAQ,EACR,SAAS,EACT,WAAW,EACX,MAAM,EACN,KAAK,EACL,gBAAgB,EAChB,oBAAoB,GACvB,GAAE,uBAA4B,GAAG,OAAO,CAAC,OAAO,EAAE,CAAC;IAsBlD;;;;;;;;;;;;;;;;;;;;;;;;;;;;OA4BG;IACU,aAAa,CAAC,EACzB,KAAK,EACL,KAAK,EACL,GAAG,YAAY,EAChB,EAAE,mBAAmB,GAAG,OAAO,CAAC,OAAO,CAAC;IAW1C;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;MAwCE;IACY,aAAa,CAAC,MAAM,EAAE,MAAM,EAAE,IAAI,EAAE,mBAAmB,GAAG,OAAO,CAAC,OAAO,CAAC;CAcxF"}

package/dist/api/patients.js

@@ -39,14 +39,14 @@ class Patients {
      * @param {string} [params.SubscriberId] - Filter by subscriber ID.
      * @param {string} [params.Email] - Filter by email address.
      * @param {string} [params.Country] - Filter by country.
-     * @param {number} [params.ClinicNum] - Filter by clinic number (comma-separated list).
+     * @param {string} [params.clinicNums] - Comma-separated clinic numbers.
      * @param {string} [params.clinicAbbr] - Filter by clinic abbreviation.
      * @param {string} [params.invoiceNumber] - Filter by invoice number.
      * @param {number} [params.Offset] - Pagination offset.
      * @returns {Promise<PatientSummary[]>} - A list of summarized patient data.
      * @throws {Error} - If the API returns an error.
      */
-    async getPatients({ LName, FName, Phone, Address, hideInactive, City, State, SSN, ChartNumber, guarOnly, showArchived, Birthdate, SiteNum, SubscriberId, Email, Country, ClinicNum, clinicAbbr, invoiceNumber, Offset, Limit, DateFormatString, DateTimeFormatString, } = {}) {
+    async getPatients({ LName, FName, Phone, Address, hideInactive, City, State, SSN, ChartNumber, guarOnly, showArchived, Birthdate, SiteNum, SubscriberId, Email, Country, clinicNums, clinicAbbr, invoiceNumber, Offset, Limit, DateFormatString, DateTimeFormatString, } = {}) {
         return await this.httpClient.get("/patients", {
             LName,
             FName,
@@ -64,7 +64,7 @@ class Patients {
             SubscriberId,
             Email,
             Country,
-            ClinicNum,
+            clinicNums,
             clinicAbbr,
             invoiceNumber,
             Offset,

package/dist/api/procedureLog.js

@@ -250,7 +250,7 @@ class ProcedureLogs {
         if (!PatNum || !InsSubNum) {
             throw new Error("Invalid parameters: PatNum and InsSubNum are required.");
         }
-        return this.httpClient.get("/procedurelogs/insurancehistory", {
+        return this.httpClient.get("/procedurelogs/InsuranceHistory", {
             PatNum,
             InsSubNum,
             Limit,
@@ -272,7 +272,7 @@ class ProcedureLogs {
         if (!PatNum || !InsSubNum || !insHistPrefName || !ProcDate) {
             throw new Error("Invalid parameter: PatNum, InsSubNum, insHistPrefName, and ProcDate are required.");
         }
-        return this.httpClient.post("/procedurelogs/insurancehistory", {
+        return this.httpClient.post("/procedurelogs/InsuranceHistory", {
             PatNum,
             InsSubNum,
             insHistPrefName,

package/dist/index.d.ts

@@ -1,3 +1,4 @@
 export { OpenDental } from "./openDental";
 export * as Transformers from './transformers';
+export { toISO } from "./utils/dateUtils";
 //# sourceMappingURL=index.d.ts.map

package/dist/index.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"index.d.ts","sourceRoot":"","sources":["../src/index.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,UAAU,EAAE,MAAM,cAAc,CAAC;AAC1C,OAAO,KAAK,YAAY,MAAM,gBAAgB,CAAC"}
+{"version":3,"file":"index.d.ts","sourceRoot":"","sources":["../src/index.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,UAAU,EAAE,MAAM,cAAc,CAAC;AAC1C,OAAO,KAAK,YAAY,MAAM,gBAAgB,CAAC;AAC/C,OAAO,EAAE,KAAK,EAAE,MAAM,mBAAmB,CAAC"}

package/dist/index.js

@@ -33,7 +33,9 @@ var __importStar = (this && this.__importStar) || (function () {
     };
 })();
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.Transformers = exports.OpenDental = void 0;
+exports.toISO = exports.Transformers = exports.OpenDental = void 0;
 var openDental_1 = require("./openDental");
 Object.defineProperty(exports, "OpenDental", { enumerable: true, get: function () { return openDental_1.OpenDental; } });
 exports.Transformers = __importStar(require("./transformers"));
+var dateUtils_1 = require("./utils/dateUtils");
+Object.defineProperty(exports, "toISO", { enumerable: true, get: function () { return dateUtils_1.toISO; } });

package/dist/types/patientTypes.d.ts

@@ -19,7 +19,7 @@ export interface GetPatientsParams {
     SubscriberId?: string;
     Email?: string;
     Country?: string;
-    ClinicNum?: number;
+    clinicNums?: string;
     clinicAbbr?: string;
     invoiceNumber?: string;
     Offset?: number;

package/dist/types/patientTypes.d.ts.map

@@ -1 +1 @@
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package/dist/utils/dateUtils.d.ts

@@ -0,0 +1,25 @@
+/**
+ * Converts an Open Dental date or datetime string to an ISO 8601 UTC string,
+ * interpreting the input as being in the given IANA timezone.
+ *
+ * Open Dental returns dates without timezone information. The server stores
+ * times in its local timezone (configured at the practice level). Pass that
+ * timezone here so the conversion to UTC is correct, including DST transitions.
+ *
+ * @param {string} value - A date string in "yyyy-MM-dd" or "yyyy-MM-dd HH:mm:ss" format.
+ * @param {string} timezone - IANA timezone name (e.g. "America/Los_Angeles").
+ * @returns {string} ISO 8601 UTC string (e.g. "2021-08-05T09:00:00.000Z"),
+ *   or the original value unchanged if it does not match a recognised format.
+ *
+ * @example
+ * // Datetime (server in PST, offset -8 in winter / -7 in summer)
+ * toISO("2021-08-05 02:00:00", "America/Los_Angeles");
+ * // => "2021-08-05T09:00:00.000Z"  (PDT, UTC-7)
+ *
+ * @example
+ * // Date-only — interpreted as midnight in the given timezone
+ * toISO("2021-08-05", "America/Los_Angeles");
+ * // => "2021-08-05T07:00:00.000Z"  (PDT, UTC-7)
+ */
+export declare function toISO(value: string, timezone: string): string;
+//# sourceMappingURL=dateUtils.d.ts.map

package/dist/utils/dateUtils.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"dateUtils.d.ts","sourceRoot":"","sources":["../../src/utils/dateUtils.ts"],"names":[],"mappings":"AAEA;;;;;;;;;;;;;;;;;;;;;;GAsBG;AACH,wBAAgB,KAAK,CAAC,KAAK,EAAE,MAAM,EAAE,QAAQ,EAAE,MAAM,GAAG,MAAM,CAU7D"}

package/dist/utils/dateUtils.js

@@ -0,0 +1,39 @@
+"use strict";
+var __importDefault = (this && this.__importDefault) || function (mod) {
+    return (mod && mod.__esModule) ? mod : { "default": mod };
+};
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.toISO = toISO;
+const moment_timezone_1 = __importDefault(require("moment-timezone"));
+/**
+ * Converts an Open Dental date or datetime string to an ISO 8601 UTC string,
+ * interpreting the input as being in the given IANA timezone.
+ *
+ * Open Dental returns dates without timezone information. The server stores
+ * times in its local timezone (configured at the practice level). Pass that
+ * timezone here so the conversion to UTC is correct, including DST transitions.
+ *
+ * @param {string} value - A date string in "yyyy-MM-dd" or "yyyy-MM-dd HH:mm:ss" format.
+ * @param {string} timezone - IANA timezone name (e.g. "America/Los_Angeles").
+ * @returns {string} ISO 8601 UTC string (e.g. "2021-08-05T09:00:00.000Z"),
+ *   or the original value unchanged if it does not match a recognised format.
+ *
+ * @example
+ * // Datetime (server in PST, offset -8 in winter / -7 in summer)
+ * toISO("2021-08-05 02:00:00", "America/Los_Angeles");
+ * // => "2021-08-05T09:00:00.000Z"  (PDT, UTC-7)
+ *
+ * @example
+ * // Date-only — interpreted as midnight in the given timezone
+ * toISO("2021-08-05", "America/Los_Angeles");
+ * // => "2021-08-05T07:00:00.000Z"  (PDT, UTC-7)
+ */
+function toISO(value, timezone) {
+    if (/^\d{4}-\d{2}-\d{2} \d{2}:\d{2}:\d{2}$/.test(value)) {
+        return moment_timezone_1.default.tz(value, "YYYY-MM-DD HH:mm:ss", timezone).toISOString();
+    }
+    if (/^\d{4}-\d{2}-\d{2}$/.test(value)) {
+        return moment_timezone_1.default.tz(value, "YYYY-MM-DD", timezone).startOf("day").toISOString();
+    }
+    return value;
+}

package/package.json

@@ -1,6 +1,6 @@
 {
     "name": "@rinse-dental/open-dental",
-    "version": "4.0.0",
+    "version": "4.1.0",
     "description": "A TypeScript library for easily accessing Open Dental APIs.",
     "main": "dist/index.js",
     "types": "dist/index.d.ts",