feat(report-page) base setup overall
This commit is contained in:
@@ -1,18 +1,10 @@
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// apps/Frontend/src/pages/reports-page.tsx
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import { useState } from "react";
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import { useQuery } from "@tanstack/react-query";
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import { Input } from "@/components/ui/input";
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import { Button } from "@/components/ui/button";
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import { Card, CardContent, CardHeader, CardTitle } from "@/components/ui/card";
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import {
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Search,
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Edit,
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Eye,
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ChevronLeft,
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ChevronRight,
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Settings,
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} from "lucide-react";
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import { useAuth } from "@/hooks/use-auth";
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import { cn } from "@/lib/utils";
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import { Button } from "@/components/ui/button";
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import { Input } from "@/components/ui/input";
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import { Label } from "@/components/ui/label";
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import {
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Select,
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SelectContent,
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@@ -20,285 +12,465 @@ import {
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SelectTrigger,
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SelectValue,
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} from "@/components/ui/select";
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import { Patient } from "@repo/db/types";
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import { formatDateToHumanReadable } from "@/utils/dateUtils";
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import { Badge } from "@/components/ui/badge";
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import { Separator } from "@/components/ui/separator";
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import {
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DollarSign,
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FileText,
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Download,
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AlertCircle,
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Calendar,
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Users,
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TrendingUp,
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} from "lucide-react";
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import { useAuth } from "@/hooks/use-auth";
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import { apiRequest } from "@/lib/queryClient"; // <<-- your helper
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import type { PatientBalanceRow } from "@repo/db/types";
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type ReportType =
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| "patients_with_balance"
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| "patients_no_balance"
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| "monthly_collections"
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| "collections_by_doctor"
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| "procedure_codes_by_doctor"
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| "payment_methods"
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| "insurance_vs_patient_payments"
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| "aging_report";
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interface PatientBalancesResponse {
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balances: PatientBalanceRow[];
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totalCount: number;
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}
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export default function ReportsPage() {
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const { user } = useAuth();
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const [isMobileMenuOpen, setIsMobileMenuOpen] = useState(false);
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const [searchTerm, setSearchTerm] = useState("");
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const [searchField, setSearchField] = useState("all");
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const [currentPage, setCurrentPage] = useState(1);
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const itemsPerPage = 5;
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// Fetch patients
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const { data: patients = [], isLoading: isLoadingPatients } = useQuery<
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Patient[]
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>({
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queryKey: ["/api/patients"],
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// pagination state for patient balances
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const [balancesPage, setBalancesPage] = useState<number>(1);
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const balancesPerPage = 10;
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// date range state (for dashboard summary)
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const [startDate, setStartDate] = useState(() => {
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const d = new Date();
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d.setMonth(d.getMonth() - 1);
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return d.toISOString().split("T")[0];
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});
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const [endDate, setEndDate] = useState(
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() => new Date().toISOString().split("T")[0]
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);
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const [selectedReportType, setSelectedReportType] = useState<ReportType>(
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"patients_with_balance"
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);
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const [isGenerating, setIsGenerating] = useState(false);
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// --- 1) patient balances (paginated) using apiRequest ---
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const {
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data: patientBalancesResponse,
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isLoading: isLoadingBalances,
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isError: isErrorBalances,
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} = useQuery<PatientBalancesResponse>({
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queryKey: [
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"/api/payments-reports/patient-balances",
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balancesPage,
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balancesPerPage,
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startDate,
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endDate,
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selectedReportType,
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],
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queryFn: async () => {
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const offset = (balancesPage - 1) * balancesPerPage;
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const minBalanceFlag = selectedReportType === "patients_with_balance";
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const endpoint = `/api/payments-reports/patient-balances?limit=${balancesPerPage}&offset=${offset}&minBalance=${minBalanceFlag}&from=${encodeURIComponent(
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String(startDate)
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)}&to=${encodeURIComponent(String(endDate))}`;
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const res = await apiRequest("GET", endpoint);
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if (!res.ok) {
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const body = await res
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.json()
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.catch(() => ({ message: "Failed to load patient balances" }));
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throw new Error(body.message || "Failed to load patient balances");
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}
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return res.json();
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},
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enabled: !!user,
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});
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// Filter patients based on search
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const filteredPatients = patients.filter((patient) => {
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if (!searchTerm) return true;
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const patientBalances: PatientBalanceRow[] =
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patientBalancesResponse?.balances ?? [];
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const patientBalancesTotal = patientBalancesResponse?.totalCount ?? 0;
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const searchLower = searchTerm.toLowerCase();
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const fullName = `${patient.firstName} ${patient.lastName}`.toLowerCase();
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const patientId = `PID-${patient?.id?.toString().padStart(4, "0")}`;
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switch (searchField) {
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case "name":
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return fullName.includes(searchLower);
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case "id":
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return patientId.toLowerCase().includes(searchLower);
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case "phone":
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return patient.phone?.toLowerCase().includes(searchLower) || false;
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case "all":
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default:
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return (
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fullName.includes(searchLower) ||
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patientId.toLowerCase().includes(searchLower) ||
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patient.phone?.toLowerCase().includes(searchLower) ||
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patient.email?.toLowerCase().includes(searchLower) ||
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false
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);
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}
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// --- 2) dashboard summary (separate route/storage) using apiRequest ---
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const { data: dashboardSummary, isLoading: isLoadingSummary } = useQuery({
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queryKey: [
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"/api/payments-reports/summary",
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String(startDate),
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String(endDate),
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],
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queryFn: async () => {
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const endpoint = `/api/payments-reports/summary?from=${encodeURIComponent(
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String(startDate)
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)}&to=${encodeURIComponent(String(endDate))}`;
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const res = await apiRequest("GET", endpoint);
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if (!res.ok) {
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const body = await res
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.json()
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.catch(() => ({ message: "Failed to load dashboard summary" }));
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throw new Error(body.message || "Failed to load dashboard summary");
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}
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return res.json();
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},
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enabled: !!user,
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});
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// Pagination
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const totalPages = Math.ceil(filteredPatients.length / itemsPerPage);
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const startIndex = (currentPage - 1) * itemsPerPage;
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const endIndex = startIndex + itemsPerPage;
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const currentPatients = filteredPatients.slice(startIndex, endIndex);
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const toggleMobileMenu = () => {
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setIsMobileMenuOpen(!isMobileMenuOpen);
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// format currency for numbers in dollars (storage returns decimal numbers like 123.45)
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const formatCurrency = (amountDollars: number | undefined | null) => {
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const value = Number(amountDollars ?? 0);
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return new Intl.NumberFormat("en-US", {
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style: "currency",
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currency: "USD",
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}).format(value);
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};
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const getPatientInitials = (firstName: string, lastName: string) => {
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return `${firstName.charAt(0)}${lastName.charAt(0)}`.toUpperCase();
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// summary stats: use dashboardSummary for totals (server-driven) and derive other counts from paginated balances
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const summaryStats = {
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totalPatients: dashboardSummary?.totalPatients ?? 0,
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// use the server-provided count of patients with balance inside range
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patientsWithBalance: dashboardSummary?.patientsWithBalance ?? 0,
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// patientsNoBalance: based on totalCount - patientsWithBalance (note: totalCount is number of patients with payments in range)
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patientsNoBalance: Math.max(
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0,
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(dashboardSummary?.totalPatients ?? 0) -
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(dashboardSummary?.patientsWithBalance ?? 0)
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),
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totalOutstanding:
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dashboardSummary?.totalOutstanding ??
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patientBalances.reduce((s, b) => s + (b.currentBalance ?? 0), 0),
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totalCollected: dashboardSummary?.totalCollected ?? 0,
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};
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const generateReport = async () => {
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setIsGenerating(true);
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await new Promise((r) => setTimeout(r, 900));
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setIsGenerating(false);
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};
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// -------------------- report rendering (only patients_with_balance wired) --------------------
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// -------------------- report rendering (only patients_with_balance wired) --------------------
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const renderPatientsWithBalance = () => {
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// Use patientBalances for the current page list (already minBalance filtered if selectedReportType === 'patients_with_balance')
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const patientsWithBalance = patientBalances
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.filter((b) => (b.currentBalance ?? 0) > 0)
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.map((b) => ({
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patientId: b.patientId,
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patientName: `${b.firstName ?? "Unknown"} ${b.lastName ?? ""}`.trim(),
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currentBalance: b.currentBalance ?? 0,
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totalCharges: b.totalCharges ?? 0,
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totalPayments: b.totalPayments ?? 0,
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}));
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const totalOutstanding = patientsWithBalance.reduce(
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(s, p) => s + p.currentBalance,
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0
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);
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const avgBalance = patientsWithBalance.length
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? totalOutstanding / patientsWithBalance.length
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: 0;
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return (
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<div className="space-y-4">
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<div className="grid grid-cols-3 gap-4 mb-6">
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<Card>
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<CardContent className="p-4">
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<div className="text-2xl font-bold text-red-600">
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{summaryStats.patientsWithBalance}
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</div>
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<p className="text-sm text-gray-600">Patients with Balance</p>
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</CardContent>
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</Card>
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<Card>
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<CardContent className="p-4">
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<div className="text-2xl font-bold text-red-600">
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{formatCurrency(summaryStats.totalOutstanding)}
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</div>
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<p className="text-sm text-gray-600">Total Outstanding</p>
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</CardContent>
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</Card>
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<Card>
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<CardContent className="p-4">
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<div className="text-2xl font-bold text-blue-600">
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{formatCurrency(avgBalance)}
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</div>
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<p className="text-sm text-gray-600">
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Average Balance (visible page)
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</p>
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</CardContent>
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</Card>
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</div>
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<div className="bg-white rounded-lg border">
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<div className="px-4 py-3 border-b bg-gray-50">
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<h3 className="font-medium text-gray-900">
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Patients with Outstanding Balances
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</h3>
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</div>
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<div className="divide-y">
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{patientsWithBalance.length === 0 ? (
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<div className="p-8 text-center text-gray-500">
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<DollarSign className="h-12 w-12 mx-auto mb-3 text-gray-300" />
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<p>No patients have outstanding balances on this page</p>
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</div>
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) : (
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patientsWithBalance.map((p) => (
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<div key={p.patientId} className="p-4 hover:bg-gray-50">
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<div className="flex justify-between items-center">
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<div>
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<h4 className="font-medium text-gray-900">
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{p.patientName}
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</h4>
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<p className="text-sm text-gray-500">
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Patient ID: {p.patientId}
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</p>
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</div>
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<div className="text-right">
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<div className="text-lg font-semibold text-red-600">
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{formatCurrency(p.currentBalance)}
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</div>
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<div className="text-sm text-gray-500">
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Charges: {formatCurrency(p.totalCharges)}
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</div>
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</div>
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</div>
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</div>
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))
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)}
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</div>
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</div>
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{/* pagination controls for balances */}
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<div className="flex items-center justify-between mt-4">
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<div className="text-sm text-gray-600">
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Showing {(balancesPage - 1) * balancesPerPage + 1} -{" "}
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{Math.min(balancesPage * balancesPerPage, patientBalancesTotal)} of{" "}
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{patientBalancesTotal}
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</div>
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<div className="space-x-2">
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<Button
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disabled={balancesPage <= 1}
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onClick={() => setBalancesPage((p) => Math.max(1, p - 1))}
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>
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Previous
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</Button>
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<Button
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disabled={balancesPage * balancesPerPage >= patientBalancesTotal}
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onClick={() => setBalancesPage((p) => p + 1)}
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>
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Next
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</Button>
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</div>
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</div>
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</div>
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);
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};
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const renderReportContent = () => {
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if (isLoadingBalances || isLoadingSummary) {
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return (
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<div className="text-center py-12">
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<div className="animate-spin rounded-full h-8 w-8 border-b-2 border-primary mx-auto mb-4"></div>
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<p className="text-gray-600">Loading report data...</p>
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</div>
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);
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}
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if ((patientBalances?.length ?? 0) === 0) {
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return (
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<div className="text-center py-12">
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<AlertCircle className="h-12 w-12 text-amber-500 mx-auto mb-4" />
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<h3 className="text-lg font-semibold text-gray-900 mb-2">
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Financial Data Not Available
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</h3>
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<p className="text-gray-600 mb-4">
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No patient balance data yet. Add payments/service lines to populate
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reports.
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</p>
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<div className="text-sm text-gray-500">
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<p>
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Date range: {startDate} to {endDate}
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</p>
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</div>
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</div>
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);
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}
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switch (selectedReportType) {
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case "patients_with_balance":
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return renderPatientsWithBalance();
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default:
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return (
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<div className="text-center py-12">
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<FileText className="h-12 w-12 text-gray-300 mx-auto mb-4" />
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<h3 className="text-lg font-semibold text-gray-900 mb-2">
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Report Type Not Implemented
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</h3>
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<p className="text-gray-600">
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The "{selectedReportType}" report is being developed. For now use
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"Patients with Outstanding Balance".
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</p>
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</div>
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);
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}
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};
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return (
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<div>
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<div className="max-w-7xl mx-auto">
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{/* Header */}
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<div className="mb-6">
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<h1 className="text-2xl font-semibold text-gray-900 mb-2">Reports</h1>
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<div className="flex flex-col md:flex-row md:items-center md:justify-between mb-6">
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<div>
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<h1 className="text-2xl font-semibold text-gray-900">
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Financial Reports
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</h1>
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<p className="text-gray-600">
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View and manage all patient information
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Generate comprehensive financial reports for your practice
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</p>
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</div>
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{/* Search and Filters */}
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<Card className="mb-6">
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<CardContent className="p-4">
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<div className="flex flex-col md:flex-row gap-4">
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<div className="flex-1 relative">
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<Search className="absolute left-3 top-1/2 transform -translate-y-1/2 text-gray-400 h-4 w-4" />
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<Input
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placeholder="Search patients..."
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value={searchTerm}
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onChange={(e) => setSearchTerm(e.target.value)}
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className="pl-10"
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/>
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</div>
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<div className="flex gap-2">
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<Select value={searchField} onValueChange={setSearchField}>
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<SelectTrigger className="w-32">
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<SelectValue />
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</SelectTrigger>
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<SelectContent>
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<SelectItem value="all">All Fields</SelectItem>
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<SelectItem value="name">Name</SelectItem>
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<SelectItem value="id">Patient ID</SelectItem>
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<SelectItem value="phone">Phone</SelectItem>
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</SelectContent>
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</Select>
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<Button variant="outline" size="sm">
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<Settings className="h-4 w-4 mr-2" />
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Advanced
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</Button>
|
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</div>
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</div>
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</CardContent>
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</Card>
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{/* Patient List */}
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<Card>
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<CardContent className="p-0">
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{isLoadingPatients ? (
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<div className="text-center py-8">Loading patients...</div>
|
||||
) : (
|
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<>
|
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{/* Table Header */}
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<div className="grid grid-cols-12 gap-4 p-4 bg-gray-50 border-b text-sm font-medium text-gray-600">
|
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<div className="col-span-3">Patient</div>
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<div className="col-span-2">DOB / Gender</div>
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<div className="col-span-2">Contact</div>
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<div className="col-span-2">Insurance</div>
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<div className="col-span-2">Status</div>
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<div className="col-span-1">Actions</div>
|
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</div>
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||||
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{/* Table Rows */}
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{currentPatients.length === 0 ? (
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<div className="text-center py-8 text-gray-500">
|
||||
{searchTerm
|
||||
? "No patients found matching your search."
|
||||
: "No patients available."}
|
||||
</div>
|
||||
) : (
|
||||
currentPatients.map((patient) => (
|
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<div
|
||||
key={patient.id}
|
||||
className="grid grid-cols-12 gap-4 p-4 border-b hover:bg-gray-50 transition-colors"
|
||||
>
|
||||
{/* Patient Info */}
|
||||
<div className="col-span-3 flex items-center space-x-3">
|
||||
<div className="w-10 h-10 bg-gray-200 rounded-full flex items-center justify-center text-sm font-medium text-gray-600">
|
||||
{getPatientInitials(
|
||||
patient.firstName,
|
||||
patient.lastName
|
||||
)}
|
||||
</div>
|
||||
<div>
|
||||
<div className="font-medium text-gray-900">
|
||||
{patient.firstName} {patient.lastName}
|
||||
</div>
|
||||
<div className="text-sm text-gray-500">
|
||||
PID-{patient.id?.toString().padStart(4, "0")}
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
{/* DOB / Gender */}
|
||||
<div className="col-span-2">
|
||||
<div className="text-sm text-gray-900">
|
||||
{formatDateToHumanReadable(patient.dateOfBirth)}
|
||||
</div>
|
||||
<div className="text-sm text-gray-500 capitalize">
|
||||
{patient.gender}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
{/* Contact */}
|
||||
<div className="col-span-2">
|
||||
<div className="text-sm text-gray-900">
|
||||
{patient.phone || "Not provided"}
|
||||
</div>
|
||||
<div className="text-sm text-gray-500">
|
||||
{patient.email || "No email"}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
{/* Insurance */}
|
||||
<div className="col-span-2">
|
||||
<div className="text-sm text-gray-900">
|
||||
{patient.insuranceProvider
|
||||
? `${patient.insuranceProvider.charAt(0).toUpperCase()}${patient.insuranceProvider.slice(1)}`
|
||||
: "Not specified"}
|
||||
</div>
|
||||
<div className="text-sm text-gray-500">
|
||||
ID: {patient.insuranceId || "N/A"}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
{/* Status */}
|
||||
<div className="col-span-2">
|
||||
<span
|
||||
className={cn(
|
||||
"inline-flex items-center px-2.5 py-0.5 rounded-full text-xs font-medium",
|
||||
patient.status === "active"
|
||||
? "bg-green-100 text-green-800"
|
||||
: "bg-gray-100 text-gray-800"
|
||||
)}
|
||||
>
|
||||
{patient.status === "active" ? "Active" : "Inactive"}
|
||||
</span>
|
||||
</div>
|
||||
|
||||
{/* Actions */}
|
||||
<div className="col-span-1">
|
||||
<div className="flex space-x-1">
|
||||
<Button
|
||||
variant="ghost"
|
||||
size="sm"
|
||||
className="h-8 w-8 p-0"
|
||||
>
|
||||
<Edit className="h-4 w-4 text-blue-600" />
|
||||
</Button>
|
||||
<Button
|
||||
variant="ghost"
|
||||
size="sm"
|
||||
className="h-8 w-8 p-0"
|
||||
>
|
||||
<Eye className="h-4 w-4 text-gray-600" />
|
||||
</Button>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
))
|
||||
)}
|
||||
|
||||
{/* Pagination */}
|
||||
{totalPages > 1 && (
|
||||
<div className="flex items-center justify-between p-4 border-t bg-gray-50">
|
||||
<div className="text-sm text-gray-700">
|
||||
Showing {startIndex + 1} to{" "}
|
||||
{Math.min(endIndex, filteredPatients.length)} of{" "}
|
||||
{filteredPatients.length} results
|
||||
</div>
|
||||
<div className="flex items-center space-x-2">
|
||||
<Button
|
||||
variant="outline"
|
||||
size="sm"
|
||||
onClick={() =>
|
||||
setCurrentPage(Math.max(1, currentPage - 1))
|
||||
}
|
||||
disabled={currentPage === 1}
|
||||
>
|
||||
<ChevronLeft className="h-4 w-4 mr-1" />
|
||||
Previous
|
||||
</Button>
|
||||
|
||||
{/* Page Numbers */}
|
||||
{Array.from({ length: totalPages }, (_, i) => i + 1).map(
|
||||
(page) => (
|
||||
<Button
|
||||
key={page}
|
||||
variant={
|
||||
currentPage === page ? "default" : "outline"
|
||||
}
|
||||
size="sm"
|
||||
onClick={() => setCurrentPage(page)}
|
||||
className="w-8 h-8 p-0"
|
||||
>
|
||||
{page}
|
||||
</Button>
|
||||
)
|
||||
)}
|
||||
|
||||
<Button
|
||||
variant="outline"
|
||||
size="sm"
|
||||
onClick={() =>
|
||||
setCurrentPage(Math.min(totalPages, currentPage + 1))
|
||||
}
|
||||
disabled={currentPage === totalPages}
|
||||
>
|
||||
Next
|
||||
<ChevronRight className="h-4 w-4 ml-1" />
|
||||
</Button>
|
||||
</div>
|
||||
</div>
|
||||
)}
|
||||
</>
|
||||
)}
|
||||
</CardContent>
|
||||
</Card>
|
||||
<Button
|
||||
onClick={generateReport}
|
||||
disabled={isGenerating}
|
||||
className="mt-4 md:mt-0"
|
||||
>
|
||||
<Download className="h-4 w-4 mr-2" />{" "}
|
||||
{isGenerating ? "Generating..." : "Export Report"}
|
||||
</Button>
|
||||
</div>
|
||||
|
||||
<Card>
|
||||
<CardHeader>
|
||||
<CardTitle className="flex items-center gap-2">
|
||||
<Calendar className="h-5 w-5" />
|
||||
Report Configuration
|
||||
</CardTitle>
|
||||
</CardHeader>
|
||||
|
||||
<CardContent className="space-y-4">
|
||||
<div className="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||||
<div className="space-y-2">
|
||||
<Label htmlFor="start-date">Start Date</Label>
|
||||
<Input
|
||||
id="start-date"
|
||||
type="date"
|
||||
value={startDate}
|
||||
onChange={(e) => setStartDate(e.target.value)}
|
||||
/>
|
||||
</div>
|
||||
|
||||
<div className="space-y-2">
|
||||
<Label htmlFor="end-date">End Date</Label>
|
||||
<Input
|
||||
id="end-date"
|
||||
type="date"
|
||||
value={endDate}
|
||||
onChange={(e) => setEndDate(e.target.value)}
|
||||
/>
|
||||
</div>
|
||||
|
||||
<div className="space-y-2">
|
||||
<Label htmlFor="report-type">Report Type</Label>
|
||||
<Select
|
||||
value={selectedReportType}
|
||||
onValueChange={(v) => setSelectedReportType(v as ReportType)}
|
||||
>
|
||||
<SelectTrigger>
|
||||
<SelectValue placeholder="Select report type" />
|
||||
</SelectTrigger>
|
||||
<SelectContent>
|
||||
<SelectItem value="patients_with_balance">
|
||||
Patients with Outstanding Balance
|
||||
</SelectItem>
|
||||
<SelectItem value="patients_no_balance">
|
||||
Patients with Zero Balance
|
||||
</SelectItem>
|
||||
<SelectItem value="monthly_collections">
|
||||
Monthly Collections Summary
|
||||
</SelectItem>
|
||||
<SelectItem value="collections_by_doctor">
|
||||
Collections by Each Doctor
|
||||
</SelectItem>
|
||||
<SelectItem value="procedure_codes_by_doctor">
|
||||
Procedure Codes Analysis by Doctors
|
||||
</SelectItem>
|
||||
<SelectItem value="payment_methods">
|
||||
Payment Methods Breakdown
|
||||
</SelectItem>
|
||||
<SelectItem value="insurance_vs_patient_payments">
|
||||
Insurance vs Patient Payments
|
||||
</SelectItem>
|
||||
<SelectItem value="aging_report">
|
||||
Accounts Receivable Aging
|
||||
</SelectItem>
|
||||
</SelectContent>
|
||||
</Select>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<Separator />
|
||||
|
||||
<div className="grid grid-cols-2 md:grid-cols-5 gap-4">
|
||||
<div className="text-center">
|
||||
<div className="text-lg font-semibold text-blue-600">
|
||||
{summaryStats.totalPatients}
|
||||
</div>
|
||||
<p className="text-sm text-gray-600">Total Patients</p>
|
||||
</div>
|
||||
|
||||
<div className="text-center">
|
||||
<div className="text-lg font-semibold text-red-600">
|
||||
{summaryStats.patientsWithBalance}
|
||||
</div>
|
||||
<p className="text-sm text-gray-600">With Balance</p>
|
||||
</div>
|
||||
|
||||
<div className="text-center">
|
||||
<div className="text-lg font-semibold text-green-600">
|
||||
{summaryStats.patientsNoBalance}
|
||||
</div>
|
||||
<p className="text-sm text-gray-600">Zero Balance</p>
|
||||
</div>
|
||||
|
||||
<div className="text-center">
|
||||
<div className="text-lg font-semibold text-orange-600">
|
||||
{formatCurrency(summaryStats.totalOutstanding)}
|
||||
</div>
|
||||
<p className="text-sm text-gray-600">Outstanding</p>
|
||||
</div>
|
||||
|
||||
<div className="text-center">
|
||||
<div className="text-lg font-semibold text-purple-600">
|
||||
{formatCurrency(summaryStats.totalCollected)}
|
||||
</div>
|
||||
<p className="text-sm text-gray-600">Collected</p>
|
||||
</div>
|
||||
</div>
|
||||
</CardContent>
|
||||
</Card>
|
||||
|
||||
<Card>
|
||||
<CardHeader>
|
||||
<CardTitle>
|
||||
{selectedReportType === "patients_with_balance"
|
||||
? "Patients with Outstanding Balance"
|
||||
: selectedReportType}
|
||||
</CardTitle>
|
||||
</CardHeader>
|
||||
|
||||
<CardContent>{renderReportContent()}</CardContent>
|
||||
</Card>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
|
||||
Reference in New Issue
Block a user