feat(ocr) - route fixed, saving done

apps/Backend/.env.example

@@ -1,9 +1,9 @@
-HOST="localhost"
+HOST=localhost
 PORT=5000
-FRONTEND_URL="http://localhost:3000"
+FRONTEND_URL=http://localhost:3000
 JWT_SECRET = 'dentalsecret'
-DB_HOST="localhost"
+DB_HOST=localhost
-DB_USER="postgres"
+DB_USER=postgres
-DB_PASSWORD="mypassword"
+DB_PASSWORD=mypassword
-DB_NAME="dentalapp"
+DB_NAME=dentalapp
 DATABASE_URL=postgresql://postgres:mypassword@localhost:5432/dentalapp

apps/Backend/src/routes/payments.ts

@@ -152,6 +152,42 @@ router.get("/:id", async (req: Request, res: Response): Promise<any> => {
   }
 });
 
+// POST /api/payments/full-ocr-import
+router.post(
+  "/full-ocr-import",
+  async (req: Request, res: Response): Promise<any> => {
+    try {
+      const userId = req.user?.id;
+      if (!userId) return res.status(401).json({ message: "Unauthorized" });
+
+      const { rows } = req.body;
+      if (!rows || !Array.isArray(rows)) {
+        return res.status(400).json({ message: "Invalid OCR payload" });
+      }
+
+      const paymentIds = await paymentService.fullOcrPaymentService.importRows(
+        rows,
+        userId
+      );
+
+      res.status(200).json({
+        message: "OCR rows imported successfully",
+        paymentIds,
+      });
+    } catch (err) {
+      console.error(err);
+
+      if (err instanceof Error) {
+        return res.status(500).json({ message: err.message });
+      }
+
+      return res
+        .status(500)
+        .json({ message: "Unknown error importing OCR payments" });
+    }
+  }
+);
+
 // POST /api/payments/:claimId
 router.post("/:claimId", async (req: Request, res: Response): Promise<any> => {
   try {

apps/Backend/src/services/paymentService.ts

@@ -1,7 +1,15 @@
 import Decimal from "decimal.js";
-import { NewTransactionPayload, Payment, PaymentStatus } from "@repo/db/types";
+import {
+  NewTransactionPayload,
+  OcrRow,
+  Payment,
+  PaymentMethod,
+  paymentMethodOptions,
+  PaymentStatus,
+} from "@repo/db/types";
 import { storage } from "../storage";
 import { prisma } from "@repo/db/client";
+import { convertOCRDate } from "../utils/dateUtils";
 
 /**
  * Validate transactions against a payment record
@@ -149,3 +157,112 @@ export async function updatePayment(
   await validateTransactions(paymentId, serviceLineTransactions, options);
   return applyTransactions(paymentId, serviceLineTransactions, userId);
 }
+
+// handling full-ocr-payments-import
+
+export const fullOcrPaymentService = {
+  async importRows(rows: OcrRow[], userId: number) {
+    const results: number[] = [];
+
+    for (const [index, row] of rows.entries()) {
+      try {
+        if (!row.patientName || !row.insuranceId) {
+          throw new Error(
+            `Row ${index + 1}: missing patientName or insuranceId`
+          );
+        }
+        if (!row.procedureCode) {
+          throw new Error(`Row ${index + 1}: missing procedureCode`);
+        }
+
+        const billed = new Decimal(row.totalBilled ?? 0);
+        const allowed = new Decimal(row.totalAllowed ?? row.totalBilled ?? 0);
+        const paid = new Decimal(row.totalPaid ?? 0);
+
+        const adjusted = billed.minus(allowed); // write-off
+        const due = billed.minus(paid).minus(adjusted); // patient responsibility
+
+        // Step 1–3 in a transaction
+        const { paymentId, serviceLineId } = await prisma.$transaction(
+          async (tx) => {
+            // 1. Find or create patient
+            let patient = await tx.patient.findFirst({
+              where: { insuranceId: row.insuranceId.toString() },
+            });
+
+            if (!patient) {
+              const [firstNameRaw, ...rest] = (row.patientName ?? "")
+                .trim()
+                .split(" ");
+              const firstName = firstNameRaw || "Unknown";
+              const lastName = rest.length > 0 ? rest.join(" ") : "Unknown";
+
+              patient = await tx.patient.create({
+                data: {
+                  firstName,
+                  lastName,
+                  insuranceId: row.insuranceId.toString(),
+                  dateOfBirth: new Date(Date.UTC(1900, 0, 1)), // fallback (1900, jan, 1)
+                  gender: "",
+                  phone: "",
+                  userId,
+                },
+              });
+            }
+
+            // 2. Create payment (claimId null) — IMPORTANT: start with zeros, due = billed
+            const payment = await tx.payment.create({
+              data: {
+                patientId: patient.id,
+                userId,
+                totalBilled: billed,
+                totalPaid: new Decimal(0),
+                totalAdjusted: new Decimal(0),
+                totalDue: billed,
+                status: "PENDING", // updatePayment will fix it
+                notes: `OCR import from ${row.sourceFile ?? "Unknown file"}`,
+              },
+            });
+
+            // 3. Create service line — IMPORTANT: start with zeros, due = billed
+            const serviceLine = await tx.serviceLine.create({
+              data: {
+                paymentId: payment.id,
+                procedureCode: row.procedureCode,
+                toothNumber: row.toothNumber ?? null,
+                toothSurface: row.toothSurface ?? null,
+                procedureDate: convertOCRDate(row.procedureDate),
+                totalBilled: billed,
+                totalPaid: new Decimal(0),
+                totalAdjusted: new Decimal(0),
+                totalDue: billed,
+              },
+            });
+
+            return { paymentId: payment.id, serviceLineId: serviceLine.id };
+          }
+        );
+
+        // Step 4: AFTER commit, recalc using updatePayment (global prisma can see it now)
+        // Build transaction & let updatePayment handle recalculation
+        const txn = {
+          serviceLineId,
+          paidAmount: paid.toNumber(),
+          adjustedAmount: adjusted.toNumber(),
+          method: "OTHER" as PaymentMethod,
+          receivedDate: new Date(),
+          notes: "OCR import",
+        };
+
+        await updatePayment(paymentId, [txn], userId);
+
+        results.push(paymentId);
+      } catch (err) {
+        console.error(`❌ Failed to import OCR row ${index + 1}:`, err);
+        throw err;
+      }
+    }
+
+    return results;
+  },
+};

apps/Backend/src/storage/index.ts

@@ -820,12 +820,14 @@ export const storage: IStorage = {
             serviceLines: true,
           },
         },
+        serviceLines: true,
         serviceLineTransactions: {
           include: {
             serviceLine: true,
           },
         },
         updatedBy: true,
+        patient: true,
       },
     });
 
@@ -852,12 +854,14 @@ export const storage: IStorage = {
             serviceLines: true,
           },
         },
+        serviceLines: true,
         serviceLineTransactions: {
           include: {
             serviceLine: true,
           },
         },
         updatedBy: true,
+        patient: true,
       },
     });
 
@@ -882,12 +886,14 @@ export const storage: IStorage = {
             serviceLines: true,
           },
         },
+        serviceLines: true,
         serviceLineTransactions: {
           include: {
             serviceLine: true,
           },
         },
         updatedBy: true,
+        patient: true,
       },
     });
 
@@ -915,12 +921,14 @@ export const storage: IStorage = {
             serviceLines: true,
           },
         },
+        serviceLines: true,
         serviceLineTransactions: {
           include: {
             serviceLine: true,
           },
         },
         updatedBy: true,
+        patient: true,
       },
     });
 
@@ -950,12 +958,14 @@ export const storage: IStorage = {
             serviceLines: true,
           },
         },
+        serviceLines: true,
         serviceLineTransactions: {
           include: {
             serviceLine: true,
           },
         },
         updatedBy: true,
+        patient: true,
       },
     });
 

apps/Backend/src/utils/DobParts.ts

@@ -1,7 +0,0 @@
-export function extractDobParts(date: Date) {
-  return {
-    dob_day: date.getUTCDate(),
-    dob_month: date.getUTCMonth() + 1,
-    dob_year: date.getUTCFullYear(),
-  };
-}

apps/Backend/src/utils/dateUtils.ts

@@ -0,0 +1,26 @@
+
+/**
+ * Convert any OCR string-like value into a safe string.
+ */
+export function toStr(val: string | number | null | undefined): string {
+  if (val == null) return "";
+  return String(val).trim();
+}
+/**
+ * Convert OCR date strings like "070825" (MMDDYY) into a JS Date object.
+ * Example: "070825" → 2025-08-07.
+ */
+export function convertOCRDate(input: string | number | null | undefined): Date {
+  const raw = toStr(input);
+
+  if (!/^\d{6}$/.test(raw)) {
+    throw new Error(`Invalid OCR date format: ${raw}`);
+  }
+
+  const month = parseInt(raw.slice(0, 2), 10) - 1;
+  const day = parseInt(raw.slice(2, 4), 10);
+  const year2 = parseInt(raw.slice(4, 6), 10);
+  const year = year2 < 50 ? 2000 + year2 : 1900 + year2;
+
+  return new Date(year, month, day);
+}

apps/Frontend/src/components/payments/payment-ocr-block.tsx

@@ -156,41 +156,56 @@ export default function PaymentOCRBlock() {
 
   const handleSave = async () => {
     try {
-      const payload = rows.map((row) => {
+      const skipped: string[] = [];
-        const billed = Number(row["Billed Amount"] ?? 0);
-        const allowed = Number(row["Allowed Amount"] ?? 0);
-        const paid = Number(row["Paid Amount"] ?? 0);
 
-        return {
+      const payload = rows
-          patientId: parseInt(row["Patient ID"] as string, 10),
+        .map((row, idx) => {
-          totalBilled: billed,
+          const patientName = row["Patient Name"];
-          totalPaid: paid,
+          const patientId = row["Patient ID"];
-          totalAdjusted: billed - allowed, // ❗ write-off
+          const procedureCode = row["CDT Code"];
-          totalDue: allowed - paid, // ❗ patient responsibility
+
-          notes: `OCR import - CDT ${row["CDT Code"]}, Tooth ${row["Tooth"]}, Date ${row["Date SVC"]}`,
+          if (!patientName || !patientId || !procedureCode) {
-          serviceLine: {
+            skipped.push(`Row ${idx + 1} (missing name/id/procedureCode)`);
+            return null;
+          }
+
+          return {
+            patientName,
+            insuranceId: patientId,
+            icn: row["ICN"] ?? null,
             procedureCode: row["CDT Code"],
-            procedureDate: convertOCRDate(row["Date SVC"]), // you’ll parse "070825" → proper Date
+            toothNumber: row["Tooth"] ?? null,
-            toothNumber: row["Tooth"],
+            toothSurface: row["Surface"] ?? null,
-            totalBilled: billed,
+            procedureDate: row["Date SVC"] ?? null,
-            totalPaid: paid,
+            totalBilled: Number(row["Billed Amount"] ?? 0),
-            totalAdjusted: billed - allowed,
+            totalAllowed: Number(row["Allowed Amount"] ?? 0),
-            totalDue: allowed - paid,
+            totalPaid: Number(row["Paid Amount"] ?? 0),
-          },
+            sourceFile: row["Source File"] ?? null,
-          transaction: {
+          };
-            paidAmount: paid,
+        })
-            adjustedAmount: billed - allowed, // same as totalAdjusted
+        .filter((r) => r !== null);
-            method: "OTHER", // fallback, since OCR doesn’t give this
-            receivedDate: new Date(),
-          },
-        };
-      });
 
-      const res = await apiRequest(
+      if (skipped.length > 0) {
-        "POST",
+        toast({
-        "/api/payments/ocr",
+          title:
-        JSON.stringify({ payments: payload })
+            "Some rows skipped, because of either no patient Name or MemberId given.",
-      );
+          description: skipped.join(", "),
+          variant: "destructive",
+        });
+      }
+
+      if (payload.length === 0) {
+        toast({
+          title: "Error",
+          description: "No valid rows to save",
+          variant: "destructive",
+        });
+        return;
+      }
+
+      const res = await apiRequest("POST", "/api/payments/full-ocr-import", {
+        rows: payload,
+      });
 
       if (!res.ok) throw new Error("Failed to save OCR payments");
 

apps/Frontend/src/components/payments/payments-recent-table.tsx

@@ -370,6 +370,11 @@ export default function PaymentsRecentTable({
     paymentsData?.totalCount || 0
   );
 
+  const getName = (p: PaymentWithExtras) =>
+    p.patient
+      ? `${p.patient.firstName} ${p.patient.lastName}`.trim()
+      : (p.patientName ?? "Unknown");
+
   const getInitials = (fullName: string) => {
     const parts = fullName.trim().split(/\s+/);
     const filteredParts = parts.filter((part) => part.length > 0);
@@ -480,7 +485,7 @@ export default function PaymentsRecentTable({
               <TableHead>Claim ID</TableHead>
               <TableHead>Patient Name</TableHead>
               <TableHead>Amount</TableHead>
-              <TableHead>Claim Submitted on</TableHead>
+              <TableHead>Service Date</TableHead>
               <TableHead>Status</TableHead>
               <TableHead className="text-right">Actions</TableHead>
             </TableRow>
@@ -519,6 +524,14 @@ export default function PaymentsRecentTable({
                 const totalPaid = Number(payment.totalPaid || 0);
                 const totalDue = Number(payment.totalDue || 0);
 
+                const displayName = getName(payment);
+                const submittedOn =
+                  payment.serviceLines?.[0]?.procedureDate ??
+                  payment.claim?.createdAt ??
+                  payment.createdAt ??
+                  payment.serviceLineTransactions?.[0]?.receivedDate ??
+                  null;
+
                 return (
                   <TableRow key={payment.id}>
                     {allowCheckbox && (
@@ -547,13 +560,13 @@ export default function PaymentsRecentTable({
                           className={`h-10 w-10 ${getAvatarColor(Number(payment.id))}`}
                         >
                           <AvatarFallback className="text-white">
-                            {getInitials(payment.patientName)}
+                            {getInitials(displayName)}
                           </AvatarFallback>
                         </Avatar>
 
                         <div className="ml-4">
                           <div className="text-sm font-medium text-gray-900">
-                            {payment.patientName}
+                            {displayName}
                           </div>
                           <div className="text-sm text-gray-500">
                             PID-{payment.patientId?.toString().padStart(4, "0")}
@@ -585,7 +598,7 @@ export default function PaymentsRecentTable({
                       </div>
                     </TableCell>
                     <TableCell>
-                      {formatDateToHumanReadable(payment.paymentDate)}
+                      {formatDateToHumanReadable(submittedOn)}
                     </TableCell>
 
                     <TableCell>

apps/PaymentOCRService/.env.example

@@ -1,3 +1,3 @@
 GOOGLE_APPLICATION_CREDENTIALS=google_credentials.json
-HOST="0.0.0.0"
+HOST=0.0.0.0
-PORT="5003"
+PORT=5003

packages/db/types/claim-types.ts

@@ -52,7 +52,7 @@ export interface InputServiceLine {
 export type ClaimWithServiceLines = Claim & {
   serviceLines: {
     id: number;
-    claimId: number;
+    claimId: number | null;
     procedureCode: string;
     procedureDate: Date;
     oralCavityArea: string | null;

packages/db/types/payment-types.ts

@@ -99,3 +99,18 @@ export const newTransactionPayloadSchema = z.object({
 });
 
 export type NewTransactionPayload = z.infer<typeof newTransactionPayloadSchema>;
+
+// OCR Payment - row
+export interface OcrRow {
+  patientName: string;
+  insuranceId: string | number;
+  icn?: string | null;
+  procedureCode: string;
+  toothNumber?: string | null;
+  toothSurface?: string | null;
+  procedureDate: string | null;
+  totalBilled: number;
+  totalAllowed?: number;
+  totalPaid: number;
+  sourceFile?: string | null;
+}