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feat(report page) - ui comp added

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This commit is contained in:
Potenz
2025-10-22 18:55:21 +05:30
parent c70c19aefa
commit 7b9e14b6b4
10 changed files with 1014 additions and 639 deletions
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56
apps/Backend/src/routes/payments-reports.ts
View File

@@ -3,26 +3,6 @@ import type { Request, Response } from "express";
import { storage } from "../storage";
const router = Router();
/**
* GET /api/payments-reports/summary
* optional query: from=YYYY-MM-DD&to=YYYY-MM-DD (ISO date strings)
*/
router.get("/summary", async (req, res) => {
try {
const from = req.query.from ? new Date(String(req.query.from)) : undefined;
const to = req.query.to ? new Date(String(req.query.to)) : undefined;
const summary = await storage.getSummary(from, to);
res.json(summary);
} catch (err: any) {
console.error(
"GET /api/payments-reports/summary error:",
err?.message ?? err,
err?.stack
);
res.status(500).json({ message: "Failed to fetch dashboard summary" });
}
});
/**
* GET /api/payments-reports/summary
* optional query: from=YYYY-MM-DD&to=YYYY-MM-DD (ISO date strings)
@@ -53,8 +33,7 @@ router.get("/summary", async (req: Request, res: Response): Promise<any> => {
* GET /api/payments-reports/patient-balances
* query:
* - limit (default 25)
* - offset (default 0)
* - minBalance (true|false)
* - cursor (optional base64 cursor token)
* - from / to (optional ISO date strings) - filter payments by createdAt in the range (inclusive)
*/
router.get(
@@ -65,9 +44,9 @@ router.get(
1,
Math.min(200, parseInt(String(req.query.limit || "25"), 10))
);
const offset = Math.max(0, parseInt(String(req.query.offset || "0"), 10));
const minBalance =
String(req.query.minBalance || "false").toLowerCase() === "true";
const cursor =
typeof req.query.cursor === "string" ? String(req.query.cursor) : null;
const from = req.query.from
? new Date(String(req.query.from))
@@ -81,13 +60,8 @@ router.get(
return res.status(400).json({ message: "Invalid 'to' date" });
}
const data = await storage.getPatientBalances(
limit,
offset,
from,
to,
minBalance
);
const data = await storage.getPatientBalances(limit, cursor, from, to);
// returns { balances, totalCount, nextCursor, hasMore }
res.json(data);
} catch (err: any) {
console.error(
@@ -100,22 +74,4 @@ router.get(
}
);
// // GET /api/payments-by-date?from=ISO&to=ISO&limit=&offset=
// router.get("/payments-by-date", async (req: Request, res: Response): Promise<any> => {
// try {
// const from = req.query.from ? new Date(String(req.query.from)) : null;
// const to = req.query.to ? new Date(String(req.query.to)) : null;
// if (!from || !to) return res.status(400).json({ message: "from and to are required" });
// const limit = Math.min(parseInt(req.query.limit as string) || 1000, 5000);
// const offset = parseInt(req.query.offset as string) || 0;
// const { payments, totalCount } = await storage.getPaymentsByDateRange(from, to, limit, offset);
// res.json({ payments, totalCount });
// } catch (err) {
// console.error(err);
// res.status(500).json({ message: "Failed to fetch payments by date" });
// }
// });
export default router;

362
apps/Backend/src/storage/payments-reports-storage.ts
View File

@@ -14,16 +14,29 @@ export interface PatientBalanceRow {
currentBalance: number;
lastPaymentDate: string | null;
lastAppointmentDate: string | null;
patientCreatedAt?: string | null;
}
export interface GetPatientBalancesResult {
balances: PatientBalanceRow[];
totalCount: number;
nextCursor: string | null;
hasMore: boolean;
}
export interface IPaymentsReportsStorage {
/**
* Cursor-based pagination:
* - limit: page size
* - cursorToken: base64(JSON) token for last-seen row (or null for first page)
* - from/to: optional date range filter applied to Payment."createdAt"
*/
getPatientBalances(
limit: number,
offset: number,
cursorToken?: string | null,
from?: Date | null,
to?: Date | null,
minBalanceOnly?: boolean
): Promise<{ balances: PatientBalanceRow[]; totalCount: number }>;
to?: Date | null
): Promise<GetPatientBalancesResult>;
// summary now returns an extra field patientsWithBalance
getSummary(
@@ -44,13 +57,57 @@ function fmtDateLiteral(d?: Date | null): string | null {
return `'${iso}'`;
}
/** Cursor helpers — base64(JSON) */
function encodeCursor(obj: {
lastPaymentDate: string | null;
lastPatientCreatedAt: string; // ISO string
lastPatientId: number;
}) {
return Buffer.from(JSON.stringify(obj)).toString("base64");
}
function decodeCursor(token?: string | null): {
lastPaymentDate: string | null;
lastPatientCreatedAt: string;
lastPatientId: number;
} | null {
if (!token) return null;
try {
const parsed = JSON.parse(Buffer.from(token, "base64").toString("utf8"));
if (
typeof parsed === "object" &&
"lastPaymentDate" in parsed &&
"lastPatientCreatedAt" in parsed &&
"lastPatientId" in parsed
) {
return {
lastPaymentDate:
parsed.lastPaymentDate === null
? null
: String(parsed.lastPaymentDate),
lastPatientCreatedAt: String(parsed.lastPatientCreatedAt),
lastPatientId: Number(parsed.lastPatientId),
};
}
return null;
} catch {
return null;
}
}
export const paymentsReportsStorage: IPaymentsReportsStorage = {
/**
* Returns all patients that currently have an outstanding balance (>0)
* Optionally filtered by date range.
*/
/**
* Cursor-based getPatientBalances
*/
async getPatientBalances(
limit = 25,
offset = 0,
cursorToken?: string | null,
from?: Date | null,
to?: Date | null,
minBalanceOnly = false
to?: Date | null
) {
try {
type RawRow = {
@@ -58,91 +115,92 @@ export const paymentsReportsStorage: IPaymentsReportsStorage = {
first_name: string | null;
last_name: string | null;
total_charges: string;
total_payments: string;
total_paid: string;
total_adjusted: string;
current_balance: string;
last_payment_date: Date | null;
last_appointment_date: Date | null;
patient_created_at: Date | null; // we select patient.createdAt for cursor tie-breaker
};
const safeLimit = Math.max(1, Math.min(200, Number(limit) || 25));
const safeOffset = Math.max(0, Number(offset) || 0);
const cursor = decodeCursor(cursorToken);
const hasFrom = from !== undefined && from !== null;
const hasTo = to !== undefined && to !== null;
const fromLit = fmtDateLiteral(from);
const toLit = fmtDateLiteral(to);
// Build pm subquery (aggregated payments in the date window) — only Payment table used
let pmSubquery = "";
if (hasFrom && hasTo) {
pmSubquery = `
(
SELECT
pay."patientId" AS patient_id,
SUM(pay."totalBilled")::numeric(12,2) AS total_charges,
SUM(pay."totalPaid")::numeric(12,2) AS total_paid,
SUM(pay."totalAdjusted")::numeric(12,2) AS total_adjusted,
MAX(pay."createdAt") AS last_payment_date
FROM "Payment" pay
WHERE pay."createdAt" >= ${fromLit} AND pay."createdAt" <= ${toLit}
GROUP BY pay."patientId"
) pm
`;
} else if (hasFrom) {
pmSubquery = `
(
SELECT
pay."patientId" AS patient_id,
SUM(pay."totalBilled")::numeric(12,2) AS total_charges,
SUM(pay."totalPaid")::numeric(12,2) AS total_paid,
SUM(pay."totalAdjusted")::numeric(12,2) AS total_adjusted,
MAX(pay."createdAt") AS last_payment_date
FROM "Payment" pay
WHERE pay."createdAt" >= ${fromLit}
GROUP BY pay."patientId"
) pm
`;
} else if (hasTo) {
pmSubquery = `
(
SELECT
pay."patientId" AS patient_id,
SUM(pay."totalBilled")::numeric(12,2) AS total_charges,
SUM(pay."totalPaid")::numeric(12,2) AS total_paid,
SUM(pay."totalAdjusted")::numeric(12,2) AS total_adjusted,
MAX(pay."createdAt") AS last_payment_date
FROM "Payment" pay
WHERE pay."createdAt" <= ${toLit}
GROUP BY pay."patientId"
) pm
`;
} else {
pmSubquery = `
(
SELECT
pay."patientId" AS patient_id,
SUM(pay."totalBilled")::numeric(12,2) AS total_charges,
SUM(pay."totalPaid")::numeric(12,2) AS total_paid,
SUM(pay."totalAdjusted")::numeric(12,2) AS total_adjusted,
MAX(pay."createdAt") AS last_payment_date
FROM "Payment" pay
GROUP BY pay."patientId"
) pm
// Build payment subquery (aggregated payments by patient, filtered by createdAt if provided)
const paymentWhereClause =
hasFrom && hasTo
? `WHERE pay."createdAt" >= ${fromLit} AND pay."createdAt" <= ${toLit}`
: hasFrom
? `WHERE pay."createdAt" >= ${fromLit}`
: hasTo
? `WHERE pay."createdAt" <= ${toLit}`
: "";
const pmSubquery = `
(
SELECT
pay."patientId" AS patient_id,
SUM(pay."totalBilled")::numeric(12,2) AS total_charges,
SUM(pay."totalPaid")::numeric(12,2) AS total_paid,
SUM(pay."totalAdjusted")::numeric(12,2) AS total_adjusted,
MAX(pay."createdAt") AS last_payment_date
FROM "Payment" pay
${paymentWhereClause}
GROUP BY pay."patientId"
) pm
`;
// Build keyset predicate if cursor provided.
// Ordering used: pm.last_payment_date DESC NULLS LAST, p."createdAt" DESC, p.id DESC
// For keyset, we need to fetch rows strictly "less than" the cursor in this ordering.
let keysetPredicate = "";
if (cursor) {
const lp = cursor.lastPaymentDate
? `'${cursor.lastPaymentDate}'`
: "NULL";
const lc = `'${cursor.lastPatientCreatedAt}'`;
const id = Number(cursor.lastPatientId);
// We handle NULL last_payment_date ordering: since we use "NULLS LAST" in ORDER BY,
// rows with last_payment_date = NULL are considered *after* any non-null dates.
// To page correctly when cursor's lastPaymentDate is null, we compare accordingly.
// This predicate tries to cover both cases.
keysetPredicate = `
AND (
-- case: both sides have non-null last_payment_date
(pm.last_payment_date IS NOT NULL AND ${lp} IS NOT NULL AND (
pm.last_payment_date < ${lp}
OR (pm.last_payment_date = ${lp} AND p."createdAt" < ${lc})
OR (pm.last_payment_date = ${lp} AND p."createdAt" = ${lc} AND p.id < ${id})
))
-- case: cursor lastPaymentDate IS NULL -> we need rows with last_payment_date IS NULL but earlier createdAt/id
OR (pm.last_payment_date IS NULL AND ${lp} IS NULL AND (
p."createdAt" < ${lc}
OR (p."createdAt" = ${lc} AND p.id < ${id})
))
-- case: cursor had non-null lastPaymentDate but pm.last_payment_date IS NULL:
-- since NULLS LAST, pm.last_payment_date IS NULL are after non-null dates, so they are NOT < cursor -> excluded
)
`;
}
const baseQuery = `
const baseSelect = `
SELECT
p.id AS patient_id,
p."firstName" AS first_name,
p."lastName" AS last_name,
COALESCE(pm.total_charges,0)::numeric(12,2) AS total_charges,
COALESCE(pm.total_paid,0)::numeric(12,2) AS total_payments,
COALESCE(pm.total_paid,0)::numeric(12,2) AS total_paid,
COALESCE(pm.total_adjusted,0)::numeric(12,2) AS total_adjusted,
(COALESCE(pm.total_charges,0) - COALESCE(pm.total_paid,0) - COALESCE(pm.total_adjusted,0))::numeric(12,2) AS current_balance,
pm.last_payment_date,
apt.last_appointment_date
apt.last_appointment_date,
p."createdAt" AS patient_created_at
FROM "Patient" p
LEFT JOIN ${pmSubquery} ON pm.patient_id = p.id
LEFT JOIN (
@@ -150,120 +208,64 @@ export const paymentsReportsStorage: IPaymentsReportsStorage = {
FROM "Appointment"
GROUP BY "patientId"
) apt ON apt.patient_id = p.id
WHERE (COALESCE(pm.total_charges,0) - COALESCE(pm.total_paid,0) - COALESCE(pm.total_adjusted,0)) > 0
`;
const balanceWhere = `(COALESCE(pm.total_charges,0) - COALESCE(pm.total_paid,0) - COALESCE(pm.total_adjusted,0)) > 0`;
const orderBy = `ORDER BY pm.last_payment_date DESC NULLS LAST, p."createdAt" DESC, p.id DESC`;
const limitClause = `LIMIT ${safeLimit}`;
const finalQuery = minBalanceOnly
? `${baseQuery} WHERE ${balanceWhere} ORDER BY pm.last_payment_date DESC NULLS LAST, p."createdAt" DESC LIMIT ${safeLimit} OFFSET ${safeOffset}`
: `${baseQuery} ORDER BY pm.last_payment_date DESC NULLS LAST, p."createdAt" DESC LIMIT ${safeLimit} OFFSET ${safeOffset}`;
const query = `
${baseSelect}
${cursor ? keysetPredicate : ""}
${orderBy}
${limitClause};
`;
// Execute query
const rows = (await prisma.$queryRawUnsafe(finalQuery)) as RawRow[];
const rows = (await prisma.$queryRawUnsafe(query)) as RawRow[];
// totalCount — count distinct patients that have payments in the date window (and if minBalanceOnly, only those with positive balance)
let countSql = "";
if (hasFrom && hasTo) {
if (minBalanceOnly) {
countSql = `
SELECT COUNT(*)::int AS cnt FROM (
SELECT pay."patientId" AS patient_id,
SUM(pay."totalBilled")::numeric(14,2) AS total_charges,
SUM(pay."totalPaid")::numeric(14,2) AS total_paid,
SUM(pay."totalAdjusted")::numeric(14,2) AS total_adjusted
FROM "Payment" pay
WHERE pay."createdAt" >= ${fromLit} AND pay."createdAt" <= ${toLit}
GROUP BY pay."patientId"
) t
WHERE (COALESCE(t.total_charges,0) - COALESCE(t.total_paid,0) - COALESCE(t.total_adjusted,0)) > 0
`;
} else {
countSql = `
SELECT COUNT(*)::int AS cnt FROM (
SELECT pay."patientId" AS patient_id
FROM "Payment" pay
WHERE pay."createdAt" >= ${fromLit} AND pay."createdAt" <= ${toLit}
GROUP BY pay."patientId"
) t
`;
}
} else if (hasFrom) {
if (minBalanceOnly) {
countSql = `
SELECT COUNT(*)::int AS cnt FROM (
SELECT pay."patientId" AS patient_id,
SUM(pay."totalBilled")::numeric(14,2) AS total_charges,
SUM(pay."totalPaid")::numeric(14,2) AS total_paid,
SUM(pay."totalAdjusted")::numeric(14,2) AS total_adjusted
FROM "Payment" pay
WHERE pay."createdAt" >= ${fromLit}
GROUP BY pay."patientId"
) t
WHERE (COALESCE(t.total_charges,0) - COALESCE(t.total_paid,0) - COALESCE(t.total_adjusted,0)) > 0
`;
} else {
countSql = `
SELECT COUNT(*)::int AS cnt FROM (
SELECT pay."patientId" AS patient_id
FROM "Payment" pay
WHERE pay."createdAt" >= ${fromLit}
GROUP BY pay."patientId"
) t
`;
}
} else if (hasTo) {
if (minBalanceOnly) {
countSql = `
SELECT COUNT(*)::int AS cnt FROM (
SELECT pay."patientId" AS patient_id,
SUM(pay."totalBilled")::numeric(14,2) AS total_charges,
SUM(pay."totalPaid")::numeric(14,2) AS total_paid,
SUM(pay."totalAdjusted")::numeric(14,2) AS total_adjusted
FROM "Payment" pay
WHERE pay."createdAt" <= ${toLit}
GROUP BY pay."patientId"
) t
WHERE (COALESCE(t.total_charges,0) - COALESCE(t.total_paid,0) - COALESCE(t.total_adjusted,0)) > 0
`;
} else {
countSql = `
SELECT COUNT(*)::int AS cnt FROM (
SELECT pay."patientId" AS patient_id
FROM "Payment" pay
WHERE pay."createdAt" <= ${toLit}
GROUP BY pay."patientId"
) t
`;
}
// Build nextCursor from last returned row (if any)
let nextCursor: string | null = null;
// Explicitly handle empty result set
if (rows.length === 0) {
nextCursor = null;
} else {
if (minBalanceOnly) {
countSql = `
SELECT COUNT(*)::int AS cnt FROM (
SELECT pay."patientId" AS patient_id,
SUM(pay."totalBilled")::numeric(14,2) AS total_charges,
SUM(pay."totalPaid")::numeric(14,2) AS total_paid,
SUM(pay."totalAdjusted")::numeric(14,2) AS total_adjusted
FROM "Payment" pay
GROUP BY pay."patientId"
) t
WHERE (COALESCE(t.total_charges,0) - COALESCE(t.total_paid,0) - COALESCE(t.total_adjusted,0)) > 0
`;
// rows.length > 0 here, but do an explicit last-check to make TS happy
const last = rows[rows.length - 1];
if (!last) {
// defensive — should not happen, but satisfies strict checks
nextCursor = null;
} else {
countSql = `SELECT COUNT(DISTINCT "patientId")::int AS cnt FROM "Payment"`;
const lastPaymentDateIso = last.last_payment_date
? new Date(last.last_payment_date).toISOString()
: null;
const lastPatientCreatedAtIso = last.patient_created_at
? new Date(last.patient_created_at).toISOString()
: new Date().toISOString();
if (rows.length === safeLimit) {
nextCursor = encodeCursor({
lastPaymentDate: lastPaymentDateIso,
lastPatientCreatedAt: lastPatientCreatedAtIso,
lastPatientId: Number(last.patient_id),
});
} else {
nextCursor = null;
}
}
}
const cntRows = (await prisma.$queryRawUnsafe(countSql)) as {
cnt: number;
}[];
const totalCount = cntRows?.[0]?.cnt ?? 0;
// Determine hasMore: if we returned exactly limit, there *may* be more.
const hasMore = rows.length === safeLimit;
// Convert rows to PatientBalanceRow
const balances: PatientBalanceRow[] = rows.map((r) => ({
patientId: Number(r.patient_id),
firstName: r.first_name,
lastName: r.last_name,
totalCharges: Number(r.total_charges ?? 0),
totalPayments: Number(r.total_payments ?? 0),
totalPayments: Number(r.total_paid ?? 0),
totalAdjusted: Number(r.total_adjusted ?? 0),
currentBalance: Number(r.current_balance ?? 0),
lastPaymentDate: r.last_payment_date
@@ -272,9 +274,35 @@ export const paymentsReportsStorage: IPaymentsReportsStorage = {
lastAppointmentDate: r.last_appointment_date
? new Date(r.last_appointment_date).toISOString()
: null,
patientCreatedAt: r.patient_created_at
? new Date(r.patient_created_at).toISOString()
: null,
}));
return { balances, totalCount };
// totalCount: count of patients with positive balance within same payment date filter
const countSql = `
SELECT COUNT(*)::int AS cnt FROM (
SELECT pay."patientId" AS patient_id,
SUM(pay."totalBilled")::numeric(14,2) AS total_charges,
SUM(pay."totalPaid")::numeric(14,2) AS total_paid,
SUM(pay."totalAdjusted")::numeric(14,2) AS total_adjusted
FROM "Payment" pay
${paymentWhereClause}
GROUP BY pay."patientId"
) t
WHERE (COALESCE(t.total_charges,0) - COALESCE(t.total_paid,0) - COALESCE(t.total_adjusted,0)) > 0;
`;
const cntRows = (await prisma.$queryRawUnsafe(countSql)) as {
cnt: number;
}[];
const totalCount = cntRows?.[0]?.cnt ?? 0;
return {
balances,
totalCount,
nextCursor,
hasMore,
};
} catch (err) {
console.error("[paymentsReportsStorage.getPatientBalances] error:", err);
throw err;