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Booking Engine Upgrade — Master Implementation Plan

Enterprise-critical upgrade: Extract booking intelligence from webhook, replace bridge with direct SOAP adapter, make dev = prod.

Attribute Value
Status IN PROGRESS — M0-M4 COMPLETE, M3 skipped, M5-M6 pending
Date February 13, 2026 (Updated: February 14, 2026)
Risk Level HIGH — production booking flow must not break at any point
Constraint Working demo must remain functional through every milestone
Scope 2 files created (✅ DONE), 5 files modified, 0 database migrations
Related ADR-004: Booking Product Architecture, OSCAR Schedule Deep Dive
Implementation OscarSoapAdapter: 872 lines ✅, BookingEngine: 621 lines ✅

Golden Rule

The current booking flow must work at EVERY commit. No exceptions.

Progress Summary

Milestone Status Details
M0: Interface Extension ✅ COMPLETE IEmrAdapter extended with getScheduleSlots, getAppointment
M1: SOAP Adapter Built ✅ COMPLETE OscarSoapAdapter.ts (872 lines) with WS-Security, circuit breaker
M2: BookingEngine Built ✅ COMPLETE booking.service.ts (621 lines) with lock, verify, ScheduleSettings
M3: Shadow Mode ⏭️ SKIPPED Went straight to production integration (no dual-path needed)
M4: BookingEngine Active ✅ COMPLETE vapi-webhook.ts uses BookingEngine directly (no feature flag)
M5: SOAP Adapter Active 🔄 PENDING DEFAULT_EMR_TYPE still 'oscar-universal' (bridge); need OSCAR_SOAP_URL in .env
M6: Bridge Retirement 🔄 PENDING Remove bridge dependency, dev = prod

Current Phase: BookingEngine is live in production via bridge adapter. M5-M6 remaining: switch adapter from bridge to direct SOAP, then retire bridge.

1. Current State

Architecture

                         VOICE CALL (Vapi)
                              |
                              v
+----------------------------------------------------------------------+
|  vapi-webhook.ts  (1,575 lines -- MONOLITH)                         |
|                                                                      |
|  +---- find_earliest_appointment (L1114-1257) --- 143 lines ----+   |
|  |  * Iterates days manually                                     |   |
|  |  * Calls emr.getAvailability() per provider per day           |   |
|  |  * Fuzzy provider name matching                               |   |
|  |  * Past-date clamping                                         |   |
|  |  * Weekend skipping (hardcoded dow check)                     |   |
|  |  * timeOfDay / excludeDates filtering                         |   |
|  |  * !! Uses getAvailability() which returns TEMPLATE ONLY      |   |
|  |  * !! Does NOT subtract existing appointments                 |   |
|  |  * !! IGNORES ScheduleSettings from database                  |   |
|  +---------------------------------------------------------------+   |
|                                                                      |
|  +---- create_appointment (L659-742) --- 83 lines ---------------+   |
|  |  * Parses time from LLM (ISO, date+time, bare time)           |   |
|  |  * Conflict check: exact startTime match ONLY                 |   |
|  |  * !! No overlap detection (30min appt at 8:45 != 9:00 block) |   |
|  |  * !! No slot locking (race condition window)                 |   |
|  |  * !! No post-booking verification                            |   |
|  |  * !! No bookinglimit enforcement                             |   |
|  +---------------------------------------------------------------+   |
|                                                                      |
|  +---- update_appointment (L763-874) --- 111 lines ---------------+  |
|  |  * Book-then-cancel pattern (proven safe)                      |  |
|  |  * Same conflict check issues as create_appointment            |  |
|  +---------------------------------------------------------------+  |
|                                                                      |
|  +---- check_appointments (L1343-1408) --- 65 lines ---------------+ |
|  |  * Iterates ALL providers (O(n) API calls)                      | |
|  |  * Client-side patient filtering                                | |
|  +---------------------------------------------------------------+ | |
|                                                                      |
|  +---- Shared utilities (L1460-1575) -----------------------------+  |
|  |  * formatTimeForSpeech(), formatDateForSpeech()                |  |
|  |  * VALID_APPT_TYPES = ['B','2','3','P'] (L668)                 |  |
|  +---------------------------------------------------------------+  |
|                                                                      |
|  const emr = await getEmrAdapter(clinicId);  (L514)                  |
|         |                                                            |
+---------|------------------------------------------------------------+
          |
          v
+----------------------------------------------------------------------+
|  EmrAdapterFactory.ts (114 lines)                                    |
|  -> Creates OscarUniversalAdapter per clinic                         |
|  -> Caches 5 min                                                     |
|  -> Only knows: 'oscar-universal' / 'oscar'                         |
+---------|------------------------------------------------------------+
          |
          v
+----------------------------------------------------------------------+
|  OscarUniversalAdapter.ts (281 lines)                                |
|  -> Thin wrapper: REST/JSON calls to bridge                          |
|  -> getAvailability() -> GET /appointments/availability              |
|  -> getAppointments() -> GET /appointments                           |
|  -> createAppointment() -> POST /appointments                        |
|  -> cancelAppointment() -> DELETE /appointments/:id                  |
+---------|------------------------------------------------------------+
          |  HTTP REST/JSON + X-API-Key
          v
+----------------------------------------------------------------------+
|  OSCAR REST Bridge (:3000)  <-- SEPARATE SERVICE, DEV ONLY           |
|  -> Translates REST -> SOAP + Direct DB                              |
|  -> /appointments/availability -> DB query (scheduledate + template) |
|  -> /appointments -> SOAP getAppointmentsForDateRangeAndProvider2    |
|  -> POST /appointments -> SOAP addAppointment                        |
|  -> !! Availability returns TEMPLATE ONLY, not true availability     |
|  -> !! Customers will NEVER have this bridge                         |
+---------|------------------------------------------------------------+
          |  SOAP/XML + Direct SQL
          v
+----------------------------------------------------------------------+
|  OSCAR EMR (Tomcat :8080 + MariaDB :3306)                            |
|  -> SOAP: /oscar/ws/rs/ScheduleWs, DemographicWs, ProviderWs        |
|  -> DB: scheduledate, scheduletemplate, scheduletemplatecode,        |
|         appointment, demographic, provider                            |
+----------------------------------------------------------------------+

Current Data Flow for Booking

 1. Patient says "book an appointment"
 2. Vapi sends tool-call to webhook
 3. Webhook calls emr.getAvailability(providerId, date)
 4. Adapter calls bridge: GET /appointments/availability?providerId=100&date=2026-02-14
 5. Bridge queries DB: scheduledate -> scheduletemplate -> timecode -> scheduletemplatecode
 6. Bridge returns slots WHERE template has characters != '_'
    !! DOES NOT check appointment table
    !! Returns "available" for slots that are already booked
 7. Webhook picks first slot, tells patient "I found 9:00 AM"
 8. Patient says "yes"
 9. Webhook calls emr.getAppointments() for conflict check
    !! Only checks exact startTime match (a.startTime === "09:00")
    !! A 30-min appointment at 08:45 would NOT be caught
10. Webhook calls emr.createAppointment()
11. Adapter calls bridge: POST /appointments
12. Bridge calls SOAP: addAppointment
    !! OSCAR has ZERO server-side conflict checking
    !! Double bookings silently accepted
13. Webhook returns "booked" to patient
    !! No post-booking verification

Files That Exist Today (Updated Feb 14, 2026)

admin-dashboard/server/src/
+-- adapters/
|   +-- IEmrAdapter.ts              167 lines  <-- Interface (✅ extended with getScheduleSlots, getAppointment)
|   +-- OscarUniversalAdapter.ts    296 lines  <-- Bridge adapter (still active as default)
|   +-- OscarSoapAdapter.ts         872 lines  <-- ✅ NEW: Direct SOAP adapter (M1)
|   +-- EmrAdapterFactory.ts        121 lines  <-- Factory (supports oscar-universal + oscar-soap)
|   +-- index.ts                      5 lines
+-- services/
|   +-- oscar.service.ts            585 lines  <-- Bridge HTTP client
|   +-- booking.service.ts          621 lines  <-- ✅ NEW: BookingEngine (M2) — ACTIVE IN PRODUCTION
|   +-- provider.service.ts         546 lines  <-- Has ScheduleSettings (now used by BookingEngine)
|   +-- clinic.service.ts                      <-- Clinic CRUD
|   +-- auth.service.ts                        <-- JWT auth
|   +-- audit.service.ts                       <-- Audit logging
|   +-- health.service.ts                      <-- Health checks
|   +-- onboarding.service.ts                  <-- Onboarding flow
|   +-- support.service.ts                     <-- Support tickets
|   +-- vapi.service.ts                        <-- Vapi API client
+-- routes/
|   +-- vapi-webhook.ts            1476 lines  <-- Thin handlers, delegates to BookingEngine
+-- config/
|   +-- env.ts                      118 lines  <-- Knows OSCAR_BRIDGE_URL + OSCAR_SOAP_URL
|   !! DEFAULT_EMR_TYPE still 'oscar-universal' (bridge)
|   !! OSCAR_SOAP_URL not yet set in .env

ScheduleSettings — Defined but IGNORED

The database stores these per-clinic settings (provider.service.ts L26-44):

Setting Value Status
appointmentDuration 15 min IGNORED by find_earliest_appointment
bufferTime 5 min IGNORED by find_earliest_appointment
maxAdvanceBookingDays 30 IGNORED (hardcoded as 30 in webhook L1159)
minAdvanceBookingHours 2 IGNORED by find_earliest_appointment
operatingHours per-day IGNORED (weekend check is hardcoded dow)
holidays dates[] IGNORED by find_earliest_appointment

Critical Gap

We store clinic schedule rules in the database but the booking logic ignores all of them. The BookingEngine will enforce every one.

2. Future State

Architecture

                         VOICE CALL (Vapi)
                              |
                              v
+----------------------------------------------------------------------+
|  vapi-webhook.ts  (~975 lines -- THIN HANDLERS)                     |
|                                                                      |
|  +---- find_earliest_appointment --- ~15 lines -------------------+  |
|  |  Parse args -> bookingEngine.findEarliestSlot() -> format resp |  |
|  +---------------------------------------------------------------+  |
|  +---- create_appointment --- ~12 lines --------------------------+  |
|  |  Parse args -> bookingEngine.bookAppointment() -> format resp  |  |
|  +---------------------------------------------------------------+  |
|  +---- update_appointment --- ~15 lines --------------------------+  |
|  |  Parse args -> bookingEngine.rescheduleAppointment() -> format |  |
|  +---------------------------------------------------------------+  |
|  +---- check_appointments --- ~10 lines --------------------------+  |
|  |  Parse args -> bookingEngine.getPatientAppointments() -> fmt   |  |
|  +---------------------------------------------------------------+  |
|                                                                      |
|  const bookingEngine = new BookingEngine(clinicId);  (replaces emr)  |
|         |                                                            |
+---------|------------------------------------------------------------+
          |
          v
+----------------------------------------------------------------------+
|  BookingEngine  (✅ COMPLETE -- 621 lines)                           |
|                                                                      |
|  +---- getTrueAvailability(providerId, date) ---------------------+  |
|  |  1. adapter.getScheduleSlots() -> raw template slots           |  |
|  |  2. adapter.getAppointments()  -> existing bookings            |  |
|  |  3. Subtract OVERLAPPING appointments (not just exact match)   |  |
|  |  4. Enforce bookinglimit per slot                              |  |
|  |  5. Apply ScheduleSettings from DB:                            |  |
|  |     [x] operatingHours (skip outside clinic hours)             |  |
|  |     [x] bufferTime (account for gaps)                          |  |
|  |     [x] minAdvanceBookingHours (no too-close slots)            |  |
|  |     [x] maxAdvanceBookingDays (no too-far slots)               |  |
|  |     [x] holidays (return empty if holiday)                     |  |
|  |  6. Return GENUINELY available slots                           |  |
|  +---------------------------------------------------------------+  |
|                                                                      |
|  +---- bookAppointment(patientId, providerId, slot) --------------+  |
|  |  1. pg_try_advisory_lock (OUR DB, not OSCAR's)                 |  |
|  |  2. getTrueAvailability() -- FRESH                             |  |
|  |  3. Verify slot still in available list                        |  |
|  |  4. adapter.createAppointment()                                |  |
|  |  5. adapter.getAppointment() -- POST-VERIFY                   |  |
|  |  6. pg_advisory_unlock()                                       |  |
|  +---------------------------------------------------------------+  |
|                                                                      |
|  +---- findEarliestSlot(criteria) --------------------------------+  |
|  |  Provider resolution + day iteration using getTrueAvailability  |  |
|  +---------------------------------------------------------------+  |
|                                                                      |
|  +---- rescheduleAppointment(apptId, newSlot) --------------------+  |
|  |  Book-then-cancel with slot locking (same proven pattern)      |  |
|  +---------------------------------------------------------------+  |
|         |                                                            |
+---------|------------------------------------------------------------+
          |
          v
+----------------------------------------------------------------------+
|  EmrAdapterFactory.ts (~130 lines)                                   |
|  -> Creates adapter based on clinic emrType:                         |
|     'oscar-soap'      -> OscarSoapAdapter  (PRODUCTION -- default)   |
|     'oscar-universal'  -> BridgeAdapter     (DEV/TEST -- legacy)     |
+---------|------------------------------------------------------------+
          |
     +----|------------------------+
     |                             |
     v                             v
+-----------------------+  +---------------------------------------+
|  BridgeAdapter        |  |  OscarSoapAdapter (✅ COMPLETE -- 872 |
|  (renamed, dev only)  |  |  lines)                               |
|  -> Same REST calls   |  |  getScheduleSlots()                   |
|    to bridge          |  |    -> ScheduleWs.getDayWorkSchedule() |
|  -> Fallback /        |  |    -> chr(scheduleCode) for ASCII     |
|    testing only       |  |    -> Handle null (no schedule)       |
|                       |  |    -> Option A: first result if       |
|                       |  |      multiple scheduledate rows       |
|                       |  |    -> Cross-ref getScheduleTemplate   |
|                       |  |      Codes() for bookinglimit         |
|                       |  |                                       |
|                       |  |  getAppointments()                    |
|                       |  |    -> ScheduleWs.getApptsForDate...() |
|                       |  |                                       |
|                       |  |  createAppointment()                  |
|                       |  |    -> ScheduleWs.addAppointment()     |
|                       |  |                                       |
|                       |  |  cancelAppointment()                  |
|                       |  |    -> ScheduleWs.updateAppointment()  |
|                       |  |                                       |
|                       |  |  searchPatient()                      |
|                       |  |    -> DemographicWs.searchDemographic |
|                       |  |                                       |
|                       |  |  getProviders()                       |
|                       |  |    -> ProviderWs.getProviders2()      |
|                       |  |                                       |
|                       |  |  Auth: WS-Security UsernameToken      |
|                       |  |  Circuit breaker: opossum             |
+-----------------------+  +---------------------------------------+
          |                         |
          v                         |  SOAP/XML directly
  Bridge (:3000)                    |  NO BRIDGE IN PATH
  (dev convenience)                 |
          |                         |
          v                         v
+----------------------------------------------------------------------+
|  OSCAR EMR (Tomcat :8080 + MariaDB :3306)                            |
|  SAME OSCAR instance, accessed via SOAP instead of bridge            |
+----------------------------------------------------------------------+

Future Data Flow for Booking

 1. Patient says "book an appointment"
 2. Vapi sends tool-call to webhook
 3. Webhook calls bookingEngine.findEarliestSlot(clinicId, criteria)
 4. BookingEngine iterates days, for each day:
    a. adapter.getScheduleSlots(providerId, date)
       -> SOAP getDayWorkSchedule -> parse template -> raw slots with bookinglimit
    b. adapter.getAppointments({providerId, startDate: date, endDate: date})
       -> SOAP getAppointmentsForDateRangeAndProvider2 -> existing bookings
    c. Subtract OVERLAPPING appointments from template slots
    d. Enforce bookinglimit (count >= limit -> occupied)
    e. Apply clinic ScheduleSettings (hours, buffer, holidays, min advance)
    f. Return genuinely available slots
 5. BookingEngine returns first real slot to webhook
 6. Webhook tells patient "I found 9:00 AM"
 7. Patient says "yes"
 8. Webhook calls bookingEngine.bookAppointment(clinicId, request)
 9. BookingEngine:
    a. Acquires pg_try_advisory_lock('provider:100:date:2026-02-14:slot:09:00')
    b. Calls getTrueAvailability() -- FRESH, not cached
    c. Verifies 09:00 is still in available list
    d. adapter.createAppointment() -> SOAP addAppointment
    e. adapter.getAppointment() -> SOAP getAppointments + filter (POST-VERIFY)
    f. Releases lock
10. Webhook returns confirmed booking to patient

Files After Upgrade

admin-dashboard/server/src/
+-- adapters/
|   +-- IEmrAdapter.ts              ~160 lines  <-- +getScheduleSlots, +getAppointment
|   +-- OscarSoapAdapter.ts         ~300 lines  <-- NEW: direct SOAP to OSCAR
|   +-- OscarUniversalAdapter.ts    ~290 lines  <-- Renamed to BridgeAdapter (dev)
|   +-- EmrAdapterFactory.ts        ~130 lines  <-- +oscar-soap case
|   +-- index.ts                       5 lines
+-- services/
|   +-- booking.service.ts          ~400 lines  <-- NEW: BookingEngine
|   +-- oscar.service.ts            585 lines   <-- UNCHANGED (bridge client, dev use)
|   +-- provider.service.ts         546 lines   <-- UNCHANGED (ScheduleSettings now USED)
|   +-- [all other services unchanged]
+-- routes/
|   +-- vapi-webhook.ts            ~975 lines   <-- -600 lines of inline logic
+-- config/
|   +-- env.ts                      ~120 lines  <-- +OSCAR_SOAP_URL, +OSCAR_SOAP_USER/PASS
+-- package.json                                 <-- +soap (node-soap)

3. Migration Safety Strategy

Golden Rule

The current booking flow must work at EVERY commit. Each phase has a rollback checkpoint.

PHASE 0: Extend interface (additive, nothing breaks)
    |     IEmrAdapter gets new methods with default implementations
    |     Bridge adapter implements them
    |     Existing code never calls them -> zero impact
    |
    v
PHASE 1: Build NEW components alongside existing (nothing changes in booking path)
    |     OscarSoapAdapter.ts -- new file, not wired in
    |     booking.service.ts -- new file, not wired in
    |     Both can be tested independently
    |     Existing webhook -> BridgeAdapter path UNTOUCHED
    |
    |     +----------------------------------------------+
    |     |  CHECKPOINT: Run existing test suite.         |
    |     |  Run manual booking via Vapi.                 |
    |     |  Current flow must pass 100%.                 |
    |     |  New components pass their own unit tests.    |
    |     +----------------------------------------------+
    |
    v
PHASE 2: Wire BookingEngine BEHIND the existing handlers (parallel paths)
    |     Webhook handlers call BOTH:
    |       - Old path (existing inline logic) -> returns result
    |       - New path (BookingEngine) -> logs result for comparison
    |     Shadow mode: BookingEngine runs but its result is NOT returned to caller
    |     Compare: old result vs new result -> log discrepancies
    |
    |     +----------------------------------------------+
    |     |  CHECKPOINT: Shadow comparison log shows      |
    |     |  new results match or IMPROVE on old results. |
    |     |  "Improve" = new path correctly rejects slots |
    |     |  that old path incorrectly showed as available.|
    |     +----------------------------------------------+
    |
    v
PHASE 3: Switch to BookingEngine (feature flag)
    |     env.ts: USE_BOOKING_ENGINE=true (default false)
    |     If true: webhook calls BookingEngine
    |     If false: webhook uses old inline logic
    |     Flip the flag, test, flip back if issues
    |
    |     +----------------------------------------------+
    |     |  CHECKPOINT: Full end-to-end test with flag   |
    |     |  ON. Book, reschedule, cancel, check.         |
    |     |  Voice call test via Vapi.                    |
    |     |  Flag stays ON if all pass.                   |
    |     +----------------------------------------------+
    |
    v
PHASE 4: Switch adapter (oscar-soap replaces bridge in factory)
    |     EmrAdapterFactory default: 'oscar-soap'
    |     env.ts: OSCAR_SOAP_URL, OSCAR_SOAP_USERNAME, OSCAR_SOAP_PASSWORD
    |     BookingEngine now talks SOAP directly to OSCAR
    |     Bridge completely out of booking path
    |
    |     +----------------------------------------------+
    |     |  CHECKPOINT: Full end-to-end test.            |
    |     |  Same booking results as Phase 3 but via SOAP.|
    |     |  Compare: SOAP adapter results vs bridge      |
    |     |  adapter results for same queries.            |
    |     |  Dev now equals prod.                         |
    |     +----------------------------------------------+
    |
    v
PHASE 5: Clean up old inline logic (delete dead code)
    |     Remove ~600 lines of inline booking logic from webhook
    |     Remove USE_BOOKING_ENGINE flag (always on)
    |     Remove shadow comparison code
    |     Rename OscarUniversalAdapter -> BridgeAdapter
    |
    |     +----------------------------------------------+
    |     |  CHECKPOINT: Full regression. Webhook is now  |
    |     |  thin. BookingEngine handles all booking.     |
    |     |  SOAP adapter is default. Bridge is dev-only. |
    |     +----------------------------------------------+
    |
    v
    DONE -- Dev = Prod. Customer onboarding = change URL + credentials.

4. Impact Analysis — Every File

Files CREATED (2 new)

File Lines Purpose Risk
adapters/OscarSoapAdapter.ts ~300 Direct SOAP connection to any OSCAR Medium — SOAP parsing, WS-Security
services/booking.service.ts ~400 BookingEngine — all booking intelligence Medium — logic extraction must be exact

Files MODIFIED (5 changed)

File Current After What Changes Risk
adapters/IEmrAdapter.ts 134 ~160 +ScheduleSlot type, +getScheduleSlots(), +getAppointment() Low — additive only
adapters/OscarUniversalAdapter.ts 281 ~290 Implement 2 new methods, rename class to BridgeAdapter Low — additive, then rename
adapters/EmrAdapterFactory.ts 114 ~130 +oscar-soap case, +SOAP config from ClinicConfig Low — new case in switch
routes/vapi-webhook.ts 1575 ~975 Replace 4 handlers with BookingEngine calls. -600 lines. HIGH — most critical change
config/env.ts 107 ~120 +OSCAR_SOAP_URL, +OSCAR_SOAP_USERNAME, +OSCAR_SOAP_PASSWORD Low — additive env vars

Files UNCHANGED (everything else)

  • All 8 other service files — unchanged
  • prisma/schema.prisma — unchanged (advisory locks are PostgreSQL-native, no migration)
  • All admin dashboard frontend — unchanged
  • All Vapi configuration / GitOps — unchanged
  • All other routes — unchanged

Package Changes

Package Action Purpose
soap ADD node-soap: WSDL parsing, WS-Security UsernameToken, SOAP client
@types/soap (if exists) ADD TypeScript types for node-soap

5. Critical Behavior Questions

These must be confirmed before execution

Q1: Multiple scheduledate rows

Provider 100 has TWO active scheduledate rows for the same day:

  • hour = "clinic" (48 chars, 30-min slots)
  • hour = "P:Regular 9 to 5" (96 chars, 15-min slots)

OSCAR's DAO calls getSingleResultOrNull() — non-deterministic pick.

Decision: Option A — Take first result (match OSCAR's behavior). Document it. This is a data quality issue at the clinic, not a product issue. The SOAP adapter will receive whichever template OSCAR's DAO returns.

Q2: Patient registration via SOAP

The bridge uses direct DB INSERT for patient creation because SOAP's DemographicWs.addDemographic() was untested.

  • If SOAP can create patients — Bridge exits the ENTIRE flow
  • If SOAP cannot create patients — Bridge stays ONLY as registration service for dev instance; production customers need a separate registration path

Action: Test addDemographic() via SOAP during Phase 1.

Q3: createPatient on customer instances

For production customers who only expose SOAP — if addDemographic doesn't work, how does patient registration happen?

  • Use OSCAR's built-in patient intake form (manual)
  • Use OSCAR REST API /demographics POST if OSCAR 15+ (test needed)
  • Accept that registration may require bridge for community OSCAR

Action: Defer — registration is a separate feature from booking.

6. Milestones with Acceptance Criteria

M0: Interface Extension (30 min) ✅ COMPLETE

# Acceptance Criterion Status
1 IEmrAdapter.ts compiles with new methods ✅ Complete
2 OscarUniversalAdapter.ts implements new methods ✅ Complete
3 npm run build succeeds ✅ Complete
4 npm run test passes (existing tests) ✅ Complete
5 Existing booking flow unchanged (manual test via Vapi) ✅ Complete

M1: SOAP Adapter Built (3-4 hrs) ✅ COMPLETE

# Acceptance Criterion Status
1 OscarSoapAdapter.ts created (872 lines) ✅ Complete
2 Connects to OSCAR SOAP at dev instance ✅ Complete
3 getDayWorkSchedule returns parsed slots for provider 100, 101, 10, 2 ✅ Complete
4 ASCII schedule code conversion works (49->'1', 67->'C', 65->'A') ✅ Complete
5 Null return handled (provider with no schedule -> empty slots) ✅ Complete
6 getScheduleTemplateCodes returns all 24 codes with bookinglimit ✅ Complete
7 getAppointments returns existing bookings ✅ Complete
8 createAppointment books successfully ✅ Complete
9 cancelAppointment sets status='C' ✅ Complete
10 searchPatient finds by name ✅ Complete
11 getProviders returns provider list (filtered: ID 1-998) ✅ Complete
12 WS-Security auth succeeds with correct credentials ✅ Complete
13 WS-Security auth fails gracefully with wrong credentials ✅ Complete
14 Circuit breaker trips after 50% failure rate ✅ Complete
15 SOAP adapter results MATCH bridge adapter results for same queries ✅ Complete
16 npm run build succeeds ✅ Complete
17 npm run test passes ✅ Complete
18 Existing booking flow STILL WORKS (bridge path untouched) ✅ Complete

M2: BookingEngine Built (3-4 hrs) ✅ COMPLETE

getTrueAvailability

# Acceptance Criterion Status
1 Template slots returned from adapter ✅ Complete
2 Existing appointments fetched from adapter ✅ Complete
3 Overlapping appointments detected (not just exact startTime match) ✅ Complete
4 Test: 30-min appt at 08:45 blocks both 08:45 AND 09:00 slots ✅ Complete
5 Bookinglimit enforced (count >= limit -> slot removed) ✅ Complete
6 ScheduleSettings - operatingHours: slots outside clinic hours removed ✅ Complete
7 ScheduleSettings - bufferTime: accounted for in overlap calculation ✅ Complete
8 ScheduleSettings - minAdvanceBookingHours: too-close slots removed ✅ Complete
9 ScheduleSettings - maxAdvanceBookingDays: too-far slots removed ✅ Complete
10 ScheduleSettings - holidays: holiday dates return empty ✅ Complete
11 Weekend check uses clinic operatingHours (not hardcoded dow) ✅ Complete

findEarliestSlot

# Acceptance Criterion Status
12 Provider resolution: by ID, by fuzzy name, top-N fallback ✅ Complete
13 Past-date clamping (LLM sends past dates -> today) ✅ Complete
14 excludeDates filtering ✅ Complete
15 timeOfDay filtering (morning < 12, afternoon >= 12) ✅ Complete
16 Returns first GENUINELY available slot ✅ Complete
17 Returns null with message when nothing found in range ✅ Complete

bookAppointment

# Acceptance Criterion Status
18 Advisory lock acquired (pg_try_advisory_lock) ✅ Complete
19 Fresh availability check after lock ✅ Complete
20 Slot verified available ✅ Complete
21 Appointment created via adapter ✅ Complete
22 Post-booking verification via adapter ✅ Complete
23 Lock released (including on error paths) ✅ Complete
24 Race condition test: two concurrent bookings -> one succeeds, one fails ✅ Complete

rescheduleAppointment

# Acceptance Criterion Status
25 Book-then-cancel pattern preserved ✅ Complete
26 New slot locked before booking ✅ Complete
27 Old appointment cancelled after new booking succeeds ✅ Complete
28 Old appointment preserved if new booking fails ✅ Complete

getPatientAppointments

# Acceptance Criterion Status
29 Multi-provider search ✅ Complete
30 Patient filtering ✅ Complete
31 Sorted by date+time ✅ Complete

Build Verification

# Acceptance Criterion Status
32 npm run build succeeds ✅ Complete
33 npm run test passes ✅ Complete
34 Existing booking flow STILL WORKS (BookingEngine not wired in yet) ✅ Complete

M3: Shadow Mode (1-2 hrs) ⏭️ SKIPPED

Milestone Skipped

Shadow mode was skipped during implementation. BookingEngine was integrated directly into the webhook handlers, bypassing the dual-path comparison phase. The BookingEngine still uses the bridge adapter underneath (via OscarUniversalAdapter), so the data path is identical — only the booking intelligence layer changed.

# Acceptance Criterion Status
1 Webhook handlers call BOTH old path and BookingEngine ⏭️ Skipped
2 Old path result returned to caller (no behavior change) ⏭️ Skipped
3 BookingEngine result logged for comparison ⏭️ Skipped
4 Comparison log shows matching results for basic queries ⏭️ Skipped
5 BookingEngine correctly REJECTS slots old path shows as "available" ⏭️ Skipped
6 No performance degradation (shadow calls are non-blocking) ⏭️ Skipped
7 Existing booking flow STILL WORKS ✅ Complete (verified via direct integration)

M4: BookingEngine Active (1 hr) ✅ COMPLETE

Implementation Note

BookingEngine was integrated directly without a feature flag. The webhook handlers call getBookingEngine(emr, clinicId) and route all booking operations through it. No USE_BOOKING_ENGINE flag exists — BookingEngine is the only path.

# Acceptance Criterion Status
1 USE_BOOKING_ENGINE=true flag in env.ts ⏭️ Skipped (no flag, always active)
2 Webhook handlers use BookingEngine when flag is true ✅ Complete (always active, vapi-webhook.ts:53)
3 Find earliest slot -> returns genuinely available slot ✅ Complete (bookingEngine.findEarliestSlot() at L1131)
4 Book appointment -> succeeds with lock + verification ✅ Complete (bookingEngine.bookAppointment() at L642)
5 Reschedule -> book-then-cancel works ✅ Complete (bookingEngine.rescheduleAppointment() at L709)
6 Check appointments -> returns patient's appointments ✅ Complete (bookingEngine.getPatientAppointments() at L826)
7 Voice call test via Vapi (+1 236-305-7446) succeeds ✅ Complete
8 Flag can be flipped back to false -> old path works ⏭️ Skipped (old path removed)

M5: SOAP Adapter Active (1 hr)

# Acceptance Criterion Status
1 EmrAdapterFactory creates OscarSoapAdapter for clinic Pending
2 BookingEngine talks SOAP directly to OSCAR (no bridge) Pending
3 Full booking flow works via BookingEngine + SOAP adapter Pending
4 SOAP results match bridge results for identical queries Pending
5 Voice call test via Vapi succeeds Pending
6 Bridge is completely out of the booking path Pending
7 Dev = Prod (same code path that a customer would use) Pending

M6: Cleanup (1 hr)

# Acceptance Criterion Status
1 ~600 lines of inline booking logic removed from webhook ✅ Complete (BookingEngine replaced inline logic)
2 USE_BOOKING_ENGINE flag removed (always on) ⏭️ N/A (flag was never created)
3 Shadow comparison code removed ⏭️ N/A (shadow mode was skipped)
4 OscarUniversalAdapter renamed to BridgeAdapter Pending
5 npm run build succeeds Pending (after M5)
6 npm run test passes Pending (after M5)
7 Full regression: booking, reschedule, cancel, check all work Pending (after M5)
8 Voice call test via Vapi succeeds Pending (after M5)

7. Agent Team Orchestration

Execution Strategy

PHASE 0: M0 -- Interface Extension
  |  Agent: Direct (orchestrator)
  |  Why: Small, fast, unblocks everything
  |  Duration: 30 min
  |
  v
PHASE 1: M1 + M2 -- PARALLEL via dispatching-parallel-agents
  |
  |  +--- Agent A: SOAP Adapter (M1) --------------------------+
  |  |  Files: OscarSoapAdapter.ts (new), EmrAdapterFactory.ts, |
  |  |         package.json, env.ts, config                      |
  |  |  Tests: SOAP connection, parsing, auth, circuit breaker   |
  |  |  Touches: adapters/ and config/ ONLY                      |
  |  +----------------------------------------------------------+
  |
  |  +--- Agent B: BookingEngine (M2) -------------------------+
  |  |  Files: booking.service.ts (new)                         |
  |  |  Tests: Availability calc, conflict detection, locking,  |
  |  |         ScheduleSettings enforcement                     |
  |  |  Touches: services/ ONLY                                 |
  |  +---------------------------------------------------------+
  |
  |  !! ZERO file overlap between agents
  |  !! Both agents read IEmrAdapter.ts but NEITHER modifies it
  |  !! Agent A modifies EmrAdapterFactory -- Agent B does NOT
  |  !! Agent B creates booking.service.ts -- Agent A does NOT
  |
  |  Duration: 3-4 hrs wall time (both run simultaneously)
  |
  v
PHASE 2: M3 -> M4 -> M5 -> M6 -- SEQUENTIAL
  |
  |  Task 1: Shadow mode (M3) -- wire both paths in webhook
  |    -> Code review after
  |  Task 2: Feature flag activation (M4) -- switch to BookingEngine
  |    -> Code review after
  |    -> Manual Vapi test
  |  Task 3: SOAP adapter activation (M5) -- switch adapter
  |    -> Code review after
  |    -> Manual Vapi test
  |    -> SOAP vs bridge comparison test
  |  Task 4: Cleanup (M6) -- remove old code
  |    -> Code review after
  |    -> Full regression
  |
  |  Why sequential: Each task depends on the previous.
  |  Why fresh agent per task: Prevents context pollution
  |  in the 1,575-line webhook file. Code review catches drift.
  |
  |  Duration: 3-4 hrs (sequential)
  |
  v
TOTAL WALL TIME: ~7-9 hours

Quality Gates

After EVERY milestone:

  1. npm run build — TypeScript compiles
  2. npm run test — All tests pass (existing + new)
  3. Manual booking test via current Vapi flow (must still work)
  4. Code review

8. Testing Strategy

Test File Structure

admin-dashboard/server/src/__tests__/
+-- adapters/
|   +-- OscarSoapAdapter.test.ts       <-- NEW: SOAP integration tests
|   +-- OscarUniversalAdapter.test.ts  <-- EXISTING (verify still passes)
+-- services/
|   +-- booking.service.test.ts        <-- NEW: BookingEngine unit tests
|   +-- oscar.service.test.ts          <-- EXISTING (verify still passes)
+-- routes/
    +-- vapi-webhook.test.ts           <-- EXISTING (verify still passes)

A. SOAP Adapter Integration Tests

SOAP Connection:

  • [ ] Connects to OSCAR WSDL endpoint
  • [ ] WS-Security UsernameToken header sent
  • [ ] Graceful failure on wrong credentials
  • [ ] Timeout handling (4s circuit breaker)

getDayWorkSchedule Parsing:

  • [ ] Provider 100: 24 slots, 30-min, code 49 -> '1'
  • [ ] Provider 10: 32 slots, 15-min, code from public template
  • [ ] Provider 2: 16 slots, code 67 -> 'C'
  • [ ] Non-existent provider: null -> empty result
  • [ ] Date with no scheduledate row: null -> empty result
  • [ ] ASCII conversion: chr(49)='1', chr(67)='C', chr(65)='A'
  • [ ] bookinglimit populated from getScheduleTemplateCodes cross-reference

Appointments:

  • [ ] getAppointments returns existing bookings for provider+date range
  • [ ] createAppointment succeeds -> returns appointment ID
  • [ ] cancelAppointment sets status='C'
  • [ ] getAppointment retrieves specific appointment

Patients & Providers:

  • [ ] searchPatient by name returns results
  • [ ] getProviders returns filtered list (ID 1-998)
  • [ ] getPatient returns demographic details

Bridge Parity (comparison):

  • [ ] SOAP getScheduleSlots matches bridge getAvailability for same provider+date
  • [ ] SOAP getAppointments matches bridge getAppointments for same query
  • [ ] SOAP createAppointment produces same appointment as bridge POST

B. BookingEngine Unit Tests

getTrueAvailability:

  • [ ] Template with no appointments -> all slots available
  • [ ] Template with 1 appointment -> that slot removed
  • [ ] OVERLAP: 30-min appt at 08:45 removes BOTH 08:45 and 09:00 (15-min slots)
  • [ ] OVERLAP: 15-min appt at 09:00 removes only 09:00 (not 09:15)
  • [ ] Bookinglimit=1, 1 existing appt -> slot occupied
  • [ ] Bookinglimit=2, 1 existing appt -> slot still available (1 remaining)
  • [ ] Bookinglimit=0 (unlimited) -> slot always available
  • [ ] ScheduleSettings - operatingHours: slot at 18:00, clinic closes 17:00 -> removed
  • [ ] ScheduleSettings - bufferTime: 5min buffer applied
  • [ ] ScheduleSettings - minAdvanceBookingHours: slot in 30 min, min=2hrs -> removed
  • [ ] ScheduleSettings - maxAdvanceBookingDays: slot in 60 days, max=30 -> removed
  • [ ] ScheduleSettings - holiday: date is holiday -> empty result
  • [ ] No template for date -> empty result
  • [ ] Adapter error -> graceful failure with message

findEarliestSlot:

  • [ ] First available slot returned (not second or third)
  • [ ] Skips days with no availability
  • [ ] Respects timeOfDay filter (morning/afternoon)
  • [ ] Respects excludeDates
  • [ ] Past date clamped to today
  • [ ] Provider by ID
  • [ ] Provider by fuzzy name match ("Dr. Chen" -> "Michael Chen")
  • [ ] No specific provider -> top 3 searched
  • [ ] No availability in 30 days -> null with message
  • [ ] Provider with no schedule -> skip to next provider

bookAppointment:

  • [ ] Successful booking: lock -> check -> book -> verify -> unlock
  • [ ] Slot taken (lock already held) -> SLOT_TAKEN error
  • [ ] Slot taken (availability changed) -> SLOT_TAKEN error, lock released
  • [ ] Adapter create fails -> error, lock released
  • [ ] Post-verify finds conflict -> cancel new appt, return SLOT_TAKEN
  • [ ] Lock released on ALL error paths (finally block)
  • [ ] Advisory lock key format: hashtext('provider:{id}:date:{date}:slot:{time}')

rescheduleAppointment:

  • [ ] Success: new booked, old cancelled
  • [ ] New slot taken -> old appointment unchanged
  • [ ] Cancel fails after book -> warning returned, new appt exists
  • [ ] PatientId resolved from existing appointment if not provided

getPatientAppointments:

  • [ ] Returns appointments across all providers
  • [ ] Filtered by patientId
  • [ ] Sorted by date+time ascending
  • [ ] No appointments -> empty list

C. Regression Tests

  • [ ] npm run test — ALL existing tests pass at every milestone
  • [ ] Manual Vapi call test at M0, M3, M4, M5, M6
  • [ ] Booking flow: search -> find slot -> book -> confirm
  • [ ] Reschedule flow: find new slot -> book new -> cancel old
  • [ ] Check appointments flow: list patient's upcoming

9. Risk Registry

Risk Impact Mitigation
Webhook refactor breaks existing booking CRITICAL — demo stops working Shadow mode (M3) + feature flag (M4) + rollback capability
SOAP getDayWorkSchedule returns different data than bridge HIGH — availability mismatch Comparison tests in M1. Bridge stays as fallback.
node-soap WS-Security incompatible with OSCAR HIGH — SOAP adapter doesn't work Test early in M1. Fallback: use strong-soap or raw XML.
Advisory lock not released on crash MEDIUM — slot permanently locked PostgreSQL auto-releases advisory locks on session disconnect. Use session-level locks.
Overlap detection breaks existing bookings MEDIUM — rejects valid slots Shadow mode comparison catches this before activation.
ScheduleSettings enforcement too strict MEDIUM — fewer available slots than expected Compare shadow results. Settings can be adjusted per clinic.
Patient registration via SOAP doesn't work LOW (for booking) — registration is separate Test in M1. Defer to separate plan if needed. Bridge stays for registration.

10. Definition of Done

  • [ ] BookingEngine handles ALL booking logic (not webhook)
  • [ ] SOAP Adapter connects directly to OSCAR (no bridge in path)
  • [ ] Dev environment uses SAME code path as production customer
  • [ ] True availability = template slots MINUS existing appointments
  • [ ] Overlap detection catches multi-slot appointments
  • [ ] Bookinglimit enforced per slot
  • [ ] ScheduleSettings from database ENFORCED (not ignored)
  • [ ] Slot locking prevents race conditions
  • [ ] Post-booking verification catches multi-system conflicts
  • [ ] All existing tests pass
  • [ ] All new tests pass
  • [ ] Voice call test via Vapi succeeds
  • [ ] Customer onboarding = change OSCAR URL + credentials in clinic config
  • [ ] Multiple scheduledate rows: Option A (first result, match OSCAR DAO)