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>
This commit is contained in:
Gitead
2026-05-15 23:51:39 -04:00
co-authored by Claude Sonnet 4.6
parent 25a20e8a16
commit 7360b1930b
366 changed files with 10822 additions and 388 deletions
+11 -8
View File
@@ -2,14 +2,13 @@ import React, { useState } from "react";
import { useAuth } from "@/hooks/use-auth";
import ReportConfig from "@/components/reports/report-config";
import PatientsWithBalanceReport from "@/components/reports/patients-with-balance-report";
import CollectionsByDoctorReport from "@/components/reports/collections-by-doctor-report";
import SummaryCards from "@/components/reports/summary-cards";
import CommissionSection from "@/components/reports/commission-section";
type ReportType =
| "patients_with_balance"
| "patients_no_balance"
| "monthly_collections"
| "collections_by_doctor"
| "procedure_codes_by_doctor"
| "payment_methods"
| "insurance_vs_patient_payments"
@@ -30,6 +29,7 @@ export default function ReportPage() {
const [selectedReportType, setSelectedReportType] = useState<ReportType>(
"patients_with_balance"
);
const [npiProviderId, setNpiProviderId] = useState<number | null>(null);
if (!user) {
return (
@@ -59,25 +59,28 @@ export default function ReportPage() {
setEndDate={setEndDate}
selectedReportType={selectedReportType}
setSelectedReportType={setSelectedReportType}
npiProviderId={npiProviderId}
setNpiProviderId={setNpiProviderId}
/>
</div>
{/* SINGLE authoritative SummaryCards instance for the page */}
<div className="mb-4">
<SummaryCards startDate={startDate} endDate={endDate} />
<SummaryCards startDate={startDate} endDate={endDate} npiProviderId={npiProviderId} />
</div>
<div>
{selectedReportType === "patients_with_balance" && (
<PatientsWithBalanceReport startDate={startDate} endDate={endDate} />
)}
{selectedReportType === "collections_by_doctor" && (
<CollectionsByDoctorReport startDate={startDate} endDate={endDate} />
<PatientsWithBalanceReport startDate={startDate} endDate={endDate} npiProviderId={npiProviderId} />
)}
{/* Add other report components here as needed */}
</div>
{/* Commission section */}
<div className="mt-8">
<CommissionSection />
</div>
</div>
);
}