feat(report-page) base setup overall
This commit is contained in:
@@ -13,6 +13,7 @@ import databaseManagementRoutes from "./database-management";
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import notificationsRoutes from "./notifications";
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import paymentOcrRoutes from "./paymentOcrExtraction";
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import cloudStorageRoutes from "./cloud-storage";
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import paymentsReportsRoutes from "./payments-reports";
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const router = Router();
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@@ -30,5 +31,6 @@ router.use("/database-management", databaseManagementRoutes);
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router.use("/notifications", notificationsRoutes);
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router.use("/payment-ocr", paymentOcrRoutes);
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router.use("/cloud-storage", cloudStorageRoutes);
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router.use("/payments-reports", paymentsReportsRoutes);
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export default router;
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121
apps/Backend/src/routes/payments-reports.ts
Normal file
121
apps/Backend/src/routes/payments-reports.ts
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@@ -0,0 +1,121 @@
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import { Router } from "express";
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import type { Request, Response } from "express";
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import { storage } from "../storage";
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const router = Router();
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/**
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* GET /api/payments-reports/summary
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* optional query: from=YYYY-MM-DD&to=YYYY-MM-DD (ISO date strings)
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*/
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router.get("/summary", async (req, res) => {
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try {
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const from = req.query.from ? new Date(String(req.query.from)) : undefined;
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const to = req.query.to ? new Date(String(req.query.to)) : undefined;
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const summary = await storage.getSummary(from, to);
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res.json(summary);
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} catch (err: any) {
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console.error(
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"GET /api/payments-reports/summary error:",
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err?.message ?? err,
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err?.stack
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);
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res.status(500).json({ message: "Failed to fetch dashboard summary" });
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}
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});
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/**
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* GET /api/payments-reports/summary
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* optional query: from=YYYY-MM-DD&to=YYYY-MM-DD (ISO date strings)
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*/
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router.get("/summary", async (req: Request, res: Response): Promise<any> => {
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try {
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const from = req.query.from ? new Date(String(req.query.from)) : undefined;
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const to = req.query.to ? new Date(String(req.query.to)) : undefined;
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if (req.query.from && isNaN(from?.getTime() ?? NaN))
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return res.status(400).json({ message: "Invalid 'from' date" });
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if (req.query.to && isNaN(to?.getTime() ?? NaN))
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return res.status(400).json({ message: "Invalid 'to' date" });
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const summary = await storage.getSummary(from, to);
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res.json(summary);
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} catch (err: any) {
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console.error(
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"GET /api/payments-reports/summary error:",
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err?.message ?? err,
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err?.stack
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);
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res.status(500).json({ message: "Failed to fetch dashboard summary" });
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}
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});
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/**
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* GET /api/payments-reports/patient-balances
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* query:
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* - limit (default 25)
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* - offset (default 0)
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* - minBalance (true|false)
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* - from / to (optional ISO date strings) - filter payments by createdAt in the range (inclusive)
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*/
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router.get(
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"/patient-balances",
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async (req: Request, res: Response): Promise<any> => {
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try {
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const limit = Math.max(
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1,
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Math.min(200, parseInt(String(req.query.limit || "25"), 10))
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);
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const offset = Math.max(0, parseInt(String(req.query.offset || "0"), 10));
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const minBalance =
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String(req.query.minBalance || "false").toLowerCase() === "true";
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const from = req.query.from
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? new Date(String(req.query.from))
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: undefined;
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const to = req.query.to ? new Date(String(req.query.to)) : undefined;
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if (req.query.from && isNaN(from?.getTime() ?? NaN)) {
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return res.status(400).json({ message: "Invalid 'from' date" });
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}
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if (req.query.to && isNaN(to?.getTime() ?? NaN)) {
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return res.status(400).json({ message: "Invalid 'to' date" });
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}
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const data = await storage.getPatientBalances(
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limit,
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offset,
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from,
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to,
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minBalance
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);
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res.json(data);
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} catch (err: any) {
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console.error(
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"GET /api/payments-reports/patient-balances error:",
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err?.message ?? err,
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err?.stack
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);
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res.status(500).json({ message: "Failed to fetch patient balances" });
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}
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}
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);
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// // GET /api/payments-by-date?from=ISO&to=ISO&limit=&offset=
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// router.get("/payments-by-date", async (req: Request, res: Response): Promise<any> => {
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// try {
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// const from = req.query.from ? new Date(String(req.query.from)) : null;
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// const to = req.query.to ? new Date(String(req.query.to)) : null;
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// if (!from || !to) return res.status(400).json({ message: "from and to are required" });
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// const limit = Math.min(parseInt(req.query.limit as string) || 1000, 5000);
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// const offset = parseInt(req.query.offset as string) || 0;
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// const { payments, totalCount } = await storage.getPaymentsByDateRange(from, to, limit, offset);
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// res.json({ payments, totalCount });
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// } catch (err) {
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// console.error(err);
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// res.status(500).json({ message: "Failed to fetch payments by date" });
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// }
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// });
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export default router;
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@@ -11,6 +11,7 @@ import { paymentsStorage } from './payments-storage';
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import { databaseBackupStorage } from './database-backup-storage';
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import { notificationsStorage } from './notifications-storage';
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import { cloudStorageStorage } from './cloudStorage-storage';
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import { paymentsReportsStorage } from './payments-reports-storage';
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@@ -26,6 +27,7 @@ export const storage = {
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...databaseBackupStorage,
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...notificationsStorage,
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...cloudStorageStorage,
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...paymentsReportsStorage,
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};
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481
apps/Backend/src/storage/payments-reports-storage.ts
Normal file
481
apps/Backend/src/storage/payments-reports-storage.ts
Normal file
@@ -0,0 +1,481 @@
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// apps/Backend/src/storage/payments-reports-storage.ts
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import { prisma } from "@repo/db/client";
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/**
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* Row returned to the client
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*/
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export interface PatientBalanceRow {
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patientId: number;
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firstName: string | null;
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lastName: string | null;
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totalCharges: number;
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totalPayments: number;
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totalAdjusted: number;
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currentBalance: number;
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lastPaymentDate: string | null;
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lastAppointmentDate: string | null;
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}
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export interface IPaymentsReportsStorage {
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getPatientBalances(
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limit: number,
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offset: number,
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from?: Date | null,
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to?: Date | null,
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minBalanceOnly?: boolean
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): Promise<{ balances: PatientBalanceRow[]; totalCount: number }>;
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// summary now returns an extra field patientsWithBalance
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getSummary(
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from?: Date | null,
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to?: Date | null
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): Promise<{
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totalPatients: number;
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totalOutstanding: number;
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totalCollected: number;
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patientsWithBalance: number;
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}>;
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}
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/** Helper: format Date -> SQL literal 'YYYY-MM-DDTHH:mm:ss.sssZ' or null */
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function fmtDateLiteral(d?: Date | null): string | null {
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if (!d) return null;
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const iso = new Date(d).toISOString();
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return `'${iso}'`;
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}
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export const paymentsReportsStorage: IPaymentsReportsStorage = {
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async getPatientBalances(
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limit = 25,
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offset = 0,
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from?: Date | null,
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to?: Date | null,
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minBalanceOnly = false
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) {
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try {
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type RawRow = {
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patient_id: number;
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first_name: string | null;
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last_name: string | null;
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total_charges: string;
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total_payments: string;
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total_adjusted: string;
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current_balance: string;
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last_payment_date: Date | null;
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last_appointment_date: Date | null;
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};
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const safeLimit = Math.max(1, Math.min(200, Number(limit) || 25));
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const safeOffset = Math.max(0, Number(offset) || 0);
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const hasFrom = from !== undefined && from !== null;
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const hasTo = to !== undefined && to !== null;
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const fromLit = fmtDateLiteral(from);
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const toLit = fmtDateLiteral(to);
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// Build pm subquery (aggregated payments in the date window) — only Payment table used
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let pmSubquery = "";
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if (hasFrom && hasTo) {
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pmSubquery = `
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(
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SELECT
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pay."patientId" AS patient_id,
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SUM(pay."totalBilled")::numeric(12,2) AS total_charges,
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SUM(pay."totalPaid")::numeric(12,2) AS total_paid,
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SUM(pay."totalAdjusted")::numeric(12,2) AS total_adjusted,
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MAX(pay."createdAt") AS last_payment_date
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FROM "Payment" pay
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WHERE pay."createdAt" >= ${fromLit} AND pay."createdAt" <= ${toLit}
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GROUP BY pay."patientId"
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) pm
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`;
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} else if (hasFrom) {
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pmSubquery = `
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(
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SELECT
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pay."patientId" AS patient_id,
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SUM(pay."totalBilled")::numeric(12,2) AS total_charges,
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SUM(pay."totalPaid")::numeric(12,2) AS total_paid,
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SUM(pay."totalAdjusted")::numeric(12,2) AS total_adjusted,
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MAX(pay."createdAt") AS last_payment_date
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FROM "Payment" pay
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WHERE pay."createdAt" >= ${fromLit}
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GROUP BY pay."patientId"
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) pm
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`;
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} else if (hasTo) {
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pmSubquery = `
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(
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SELECT
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pay."patientId" AS patient_id,
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SUM(pay."totalBilled")::numeric(12,2) AS total_charges,
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SUM(pay."totalPaid")::numeric(12,2) AS total_paid,
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SUM(pay."totalAdjusted")::numeric(12,2) AS total_adjusted,
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MAX(pay."createdAt") AS last_payment_date
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FROM "Payment" pay
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WHERE pay."createdAt" <= ${toLit}
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GROUP BY pay."patientId"
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) pm
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`;
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} else {
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pmSubquery = `
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(
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SELECT
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pay."patientId" AS patient_id,
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SUM(pay."totalBilled")::numeric(12,2) AS total_charges,
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SUM(pay."totalPaid")::numeric(12,2) AS total_paid,
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SUM(pay."totalAdjusted")::numeric(12,2) AS total_adjusted,
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MAX(pay."createdAt") AS last_payment_date
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FROM "Payment" pay
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GROUP BY pay."patientId"
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) pm
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`;
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}
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const baseQuery = `
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SELECT
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p.id AS patient_id,
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p."firstName" AS first_name,
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p."lastName" AS last_name,
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COALESCE(pm.total_charges,0)::numeric(12,2) AS total_charges,
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COALESCE(pm.total_paid,0)::numeric(12,2) AS total_payments,
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COALESCE(pm.total_adjusted,0)::numeric(12,2) AS total_adjusted,
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(COALESCE(pm.total_charges,0) - COALESCE(pm.total_paid,0) - COALESCE(pm.total_adjusted,0))::numeric(12,2) AS current_balance,
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pm.last_payment_date,
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apt.last_appointment_date
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FROM "Patient" p
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LEFT JOIN ${pmSubquery} ON pm.patient_id = p.id
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LEFT JOIN (
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SELECT "patientId" AS patient_id, MAX("date") AS last_appointment_date
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FROM "Appointment"
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GROUP BY "patientId"
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) apt ON apt.patient_id = p.id
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`;
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const balanceWhere = `(COALESCE(pm.total_charges,0) - COALESCE(pm.total_paid,0) - COALESCE(pm.total_adjusted,0)) > 0`;
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const finalQuery = minBalanceOnly
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? `${baseQuery} WHERE ${balanceWhere} ORDER BY pm.last_payment_date DESC NULLS LAST, p."createdAt" DESC LIMIT ${safeLimit} OFFSET ${safeOffset}`
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: `${baseQuery} ORDER BY pm.last_payment_date DESC NULLS LAST, p."createdAt" DESC LIMIT ${safeLimit} OFFSET ${safeOffset}`;
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// Execute query
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const rows = (await prisma.$queryRawUnsafe(finalQuery)) as RawRow[];
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// totalCount — count distinct patients that have payments in the date window (and if minBalanceOnly, only those with positive balance)
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let countSql = "";
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if (hasFrom && hasTo) {
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if (minBalanceOnly) {
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countSql = `
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SELECT COUNT(*)::int AS cnt FROM (
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SELECT pay."patientId" AS patient_id,
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SUM(pay."totalBilled")::numeric(14,2) AS total_charges,
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SUM(pay."totalPaid")::numeric(14,2) AS total_paid,
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SUM(pay."totalAdjusted")::numeric(14,2) AS total_adjusted
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FROM "Payment" pay
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WHERE pay."createdAt" >= ${fromLit} AND pay."createdAt" <= ${toLit}
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GROUP BY pay."patientId"
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) t
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WHERE (COALESCE(t.total_charges,0) - COALESCE(t.total_paid,0) - COALESCE(t.total_adjusted,0)) > 0
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`;
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} else {
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countSql = `
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SELECT COUNT(*)::int AS cnt FROM (
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SELECT pay."patientId" AS patient_id
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FROM "Payment" pay
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WHERE pay."createdAt" >= ${fromLit} AND pay."createdAt" <= ${toLit}
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GROUP BY pay."patientId"
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) t
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`;
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}
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} else if (hasFrom) {
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if (minBalanceOnly) {
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countSql = `
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SELECT COUNT(*)::int AS cnt FROM (
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SELECT pay."patientId" AS patient_id,
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SUM(pay."totalBilled")::numeric(14,2) AS total_charges,
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SUM(pay."totalPaid")::numeric(14,2) AS total_paid,
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SUM(pay."totalAdjusted")::numeric(14,2) AS total_adjusted
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FROM "Payment" pay
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WHERE pay."createdAt" >= ${fromLit}
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GROUP BY pay."patientId"
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) t
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WHERE (COALESCE(t.total_charges,0) - COALESCE(t.total_paid,0) - COALESCE(t.total_adjusted,0)) > 0
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`;
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} else {
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countSql = `
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SELECT COUNT(*)::int AS cnt FROM (
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SELECT pay."patientId" AS patient_id
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FROM "Payment" pay
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WHERE pay."createdAt" >= ${fromLit}
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GROUP BY pay."patientId"
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) t
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`;
|
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}
|
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} else if (hasTo) {
|
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if (minBalanceOnly) {
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countSql = `
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SELECT COUNT(*)::int AS cnt FROM (
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SELECT pay."patientId" AS patient_id,
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SUM(pay."totalBilled")::numeric(14,2) AS total_charges,
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SUM(pay."totalPaid")::numeric(14,2) AS total_paid,
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SUM(pay."totalAdjusted")::numeric(14,2) AS total_adjusted
|
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FROM "Payment" pay
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WHERE pay."createdAt" <= ${toLit}
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GROUP BY pay."patientId"
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) t
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WHERE (COALESCE(t.total_charges,0) - COALESCE(t.total_paid,0) - COALESCE(t.total_adjusted,0)) > 0
|
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`;
|
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} else {
|
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countSql = `
|
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SELECT COUNT(*)::int AS cnt FROM (
|
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SELECT pay."patientId" AS patient_id
|
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FROM "Payment" pay
|
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WHERE pay."createdAt" <= ${toLit}
|
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GROUP BY pay."patientId"
|
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) t
|
||||
`;
|
||||
}
|
||||
} else {
|
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if (minBalanceOnly) {
|
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countSql = `
|
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SELECT COUNT(*)::int AS cnt FROM (
|
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SELECT pay."patientId" AS patient_id,
|
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SUM(pay."totalBilled")::numeric(14,2) AS total_charges,
|
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SUM(pay."totalPaid")::numeric(14,2) AS total_paid,
|
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SUM(pay."totalAdjusted")::numeric(14,2) AS total_adjusted
|
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FROM "Payment" pay
|
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GROUP BY pay."patientId"
|
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) t
|
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WHERE (COALESCE(t.total_charges,0) - COALESCE(t.total_paid,0) - COALESCE(t.total_adjusted,0)) > 0
|
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`;
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} else {
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countSql = `SELECT COUNT(DISTINCT "patientId")::int AS cnt FROM "Payment"`;
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}
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}
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const cntRows = (await prisma.$queryRawUnsafe(countSql)) as {
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cnt: number;
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}[];
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const totalCount = cntRows?.[0]?.cnt ?? 0;
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const balances: PatientBalanceRow[] = rows.map((r) => ({
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patientId: Number(r.patient_id),
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firstName: r.first_name,
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lastName: r.last_name,
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totalCharges: Number(r.total_charges ?? 0),
|
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totalPayments: Number(r.total_payments ?? 0),
|
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totalAdjusted: Number(r.total_adjusted ?? 0),
|
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currentBalance: Number(r.current_balance ?? 0),
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lastPaymentDate: r.last_payment_date
|
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? new Date(r.last_payment_date).toISOString()
|
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: null,
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lastAppointmentDate: r.last_appointment_date
|
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? new Date(r.last_appointment_date).toISOString()
|
||||
: null,
|
||||
}));
|
||||
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return { balances, totalCount };
|
||||
} catch (err) {
|
||||
console.error("[paymentsReportsStorage.getPatientBalances] error:", err);
|
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throw err;
|
||||
}
|
||||
},
|
||||
|
||||
async getSummary(from?: Date | null, to?: Date | null) {
|
||||
try {
|
||||
const hasFrom = from !== undefined && from !== null;
|
||||
const hasTo = to !== undefined && to !== null;
|
||||
const fromLit = fmtDateLiteral(from);
|
||||
const toLit = fmtDateLiteral(to);
|
||||
|
||||
// totalPatients: distinct patients who had payments in the date range
|
||||
let patientsCountSql = "";
|
||||
if (hasFrom && hasTo) {
|
||||
patientsCountSql = `
|
||||
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) {
|
||||
patientsCountSql = `
|
||||
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) {
|
||||
patientsCountSql = `
|
||||
SELECT COUNT(*)::int AS cnt FROM (
|
||||
SELECT pay."patientId" AS patient_id
|
||||
FROM "Payment" pay
|
||||
WHERE pay."createdAt" <= ${toLit}
|
||||
GROUP BY pay."patientId"
|
||||
) t
|
||||
`;
|
||||
} else {
|
||||
patientsCountSql = `SELECT COUNT(DISTINCT "patientId")::int AS cnt FROM "Payment"`;
|
||||
}
|
||||
const patientsCntRows = (await prisma.$queryRawUnsafe(
|
||||
patientsCountSql
|
||||
)) as { cnt: number }[];
|
||||
const totalPatients = patientsCntRows?.[0]?.cnt ?? 0;
|
||||
|
||||
// totalOutstanding: sum of (charges - paid - adjusted) across patients, using payments in range
|
||||
let outstandingSql = "";
|
||||
if (hasFrom && hasTo) {
|
||||
outstandingSql = `
|
||||
SELECT COALESCE(SUM(
|
||||
COALESCE(pm.total_charges,0) - COALESCE(pm.total_paid,0) - COALESCE(pm.total_adjusted,0)
|
||||
),0)::numeric(14,2) AS outstanding
|
||||
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"
|
||||
) pm
|
||||
`;
|
||||
} else if (hasFrom) {
|
||||
outstandingSql = `
|
||||
SELECT COALESCE(SUM(
|
||||
COALESCE(pm.total_charges,0) - COALESCE(pm.total_paid,0) - COALESCE(pm.total_adjusted,0)
|
||||
),0)::numeric(14,2) AS outstanding
|
||||
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"
|
||||
) pm
|
||||
`;
|
||||
} else if (hasTo) {
|
||||
outstandingSql = `
|
||||
SELECT COALESCE(SUM(
|
||||
COALESCE(pm.total_charges,0) - COALESCE(pm.total_paid,0) - COALESCE(pm.total_adjusted,0)
|
||||
),0)::numeric(14,2) AS outstanding
|
||||
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" <= ${toLit}
|
||||
GROUP BY pay."patientId"
|
||||
) pm
|
||||
`;
|
||||
} else {
|
||||
outstandingSql = `
|
||||
SELECT COALESCE(SUM(
|
||||
COALESCE(pm.total_charges,0) - COALESCE(pm.total_paid,0) - COALESCE(pm.total_adjusted,0)
|
||||
),0)::numeric(14,2) AS outstanding
|
||||
FROM (
|
||||
SELECT pay."patientId" AS patient_id,
|
||||
SUM(pay."totalBilled")::numeric(14,2) AS total_charges,
|
||||
SUM(pay."totalPaid")::numeric(14,2) AS total_paid,
|
||||
SUM(pay."totalAdjusted")::numeric(14,2) AS total_adjusted
|
||||
FROM "Payment" pay
|
||||
GROUP BY pay."patientId"
|
||||
) pm
|
||||
`;
|
||||
}
|
||||
const outstandingRows = (await prisma.$queryRawUnsafe(
|
||||
outstandingSql
|
||||
)) as { outstanding: string }[];
|
||||
const totalOutstanding = Number(outstandingRows?.[0]?.outstanding ?? 0);
|
||||
|
||||
// totalCollected: sum(totalPaid) in the range
|
||||
let collSql = "";
|
||||
if (hasFrom && hasTo) {
|
||||
collSql = `SELECT COALESCE(SUM("totalPaid"),0)::numeric(14,2) AS collected FROM "Payment" WHERE "createdAt" >= ${fromLit} AND "createdAt" <= ${toLit}`;
|
||||
} else if (hasFrom) {
|
||||
collSql = `SELECT COALESCE(SUM("totalPaid"),0)::numeric(14,2) AS collected FROM "Payment" WHERE "createdAt" >= ${fromLit}`;
|
||||
} else if (hasTo) {
|
||||
collSql = `SELECT COALESCE(SUM("totalPaid"),0)::numeric(14,2) AS collected FROM "Payment" WHERE "createdAt" <= ${toLit}`;
|
||||
} else {
|
||||
collSql = `SELECT COALESCE(SUM("totalPaid"),0)::numeric(14,2) AS collected FROM "Payment"`;
|
||||
}
|
||||
const collRows = (await prisma.$queryRawUnsafe(collSql)) as {
|
||||
collected: string;
|
||||
}[];
|
||||
const totalCollected = Number(collRows?.[0]?.collected ?? 0);
|
||||
|
||||
// NEW: patientsWithBalance: number of patients whose (charges - paid - adjusted) > 0, within the date range
|
||||
let patientsWithBalanceSql = "";
|
||||
if (hasFrom && hasTo) {
|
||||
patientsWithBalanceSql = `
|
||||
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 if (hasFrom) {
|
||||
patientsWithBalanceSql = `
|
||||
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 if (hasTo) {
|
||||
patientsWithBalanceSql = `
|
||||
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" <= ${toLit}
|
||||
GROUP BY pay."patientId"
|
||||
) t
|
||||
WHERE (COALESCE(t.total_charges,0) - COALESCE(t.total_paid,0) - COALESCE(t.total_adjusted,0)) > 0
|
||||
`;
|
||||
} else {
|
||||
patientsWithBalanceSql = `
|
||||
SELECT COUNT(*)::int AS cnt FROM (
|
||||
SELECT pay."patientId" AS patient_id,
|
||||
SUM(pay."totalBilled")::numeric(14,2) AS total_charges,
|
||||
SUM(pay."totalPaid")::numeric(14,2) AS total_paid,
|
||||
SUM(pay."totalAdjusted")::numeric(14,2) AS total_adjusted
|
||||
FROM "Payment" pay
|
||||
GROUP BY pay."patientId"
|
||||
) t
|
||||
WHERE (COALESCE(t.total_charges,0) - COALESCE(t.total_paid,0) - COALESCE(t.total_adjusted,0)) > 0
|
||||
`;
|
||||
}
|
||||
const pwbRows = (await prisma.$queryRawUnsafe(
|
||||
patientsWithBalanceSql
|
||||
)) as { cnt: number }[];
|
||||
const patientsWithBalance = pwbRows?.[0]?.cnt ?? 0;
|
||||
|
||||
return {
|
||||
totalPatients,
|
||||
totalOutstanding,
|
||||
totalCollected,
|
||||
patientsWithBalance,
|
||||
};
|
||||
} catch (err) {
|
||||
console.error("[paymentsReportsStorage.getSummary] error:", err);
|
||||
throw err;
|
||||
}
|
||||
},
|
||||
};
|
||||
@@ -1,339 +0,0 @@
|
||||
import { useState } from "react";
|
||||
import { useQuery } from "@tanstack/react-query";
|
||||
import { Card, CardHeader, CardTitle, CardContent } from "@/components/ui/card";
|
||||
import { Button } from "@/components/ui/button";
|
||||
import { useToast } from "@/hooks/use-toast";
|
||||
import { useAuth } from "@/hooks/use-auth";
|
||||
import { Plus, ClipboardCheck, Clock, CheckCircle, AlertCircle } from "lucide-react";
|
||||
import { format } from "date-fns";
|
||||
import { Appointment, Patient } from "@repo/db/types";
|
||||
|
||||
export default function PreAuthorizationsPage() {
|
||||
const [isMobileMenuOpen, setIsMobileMenuOpen] = useState(false);
|
||||
const [isPreAuthFormOpen, setIsPreAuthFormOpen] = useState(false);
|
||||
const [selectedPatient, setSelectedPatient] = useState<number | null>(null);
|
||||
const [selectedProcedure, setSelectedProcedure] = useState<string | null>(null);
|
||||
|
||||
const { toast } = useToast();
|
||||
const { user } = useAuth();
|
||||
|
||||
// Fetch patients
|
||||
const { data: patients = [], isLoading: isLoadingPatients } = useQuery<Patient[]>({
|
||||
queryKey: ["/api/patients"],
|
||||
enabled: !!user,
|
||||
});
|
||||
|
||||
// Fetch appointments
|
||||
const {
|
||||
data: appointments = [] as Appointment[],
|
||||
isLoading: isLoadingAppointments
|
||||
} = useQuery<Appointment[]>({
|
||||
queryKey: ["/api/appointments"],
|
||||
enabled: !!user,
|
||||
});
|
||||
|
||||
const toggleMobileMenu = () => {
|
||||
setIsMobileMenuOpen(!isMobileMenuOpen);
|
||||
};
|
||||
|
||||
const handleNewPreAuth = (patientId: number, procedure: string) => {
|
||||
setSelectedPatient(patientId);
|
||||
setSelectedProcedure(procedure);
|
||||
setIsPreAuthFormOpen(true);
|
||||
|
||||
// Show a toast notification of success
|
||||
const patient = patients.find(p => p.id === patientId);
|
||||
toast({
|
||||
title: "Pre-authorization Request Started",
|
||||
description: `Started pre-auth for ${patient?.firstName} ${patient?.lastName} - ${procedure}`,
|
||||
});
|
||||
};
|
||||
|
||||
// Common dental procedures requiring pre-authorization
|
||||
const dentalProcedures = [
|
||||
{ code: "D2740", name: "Crown - porcelain/ceramic" },
|
||||
{ code: "D2950", name: "Core buildup, including any pins" },
|
||||
{ code: "D3330", name: "Root Canal - molar" },
|
||||
{ code: "D4341", name: "Periodontal scaling & root planing" },
|
||||
{ code: "D4910", name: "Periodontal maintenance" },
|
||||
{ code: "D5110", name: "Complete denture - maxillary" },
|
||||
{ code: "D6010", name: "Surgical placement of implant body" },
|
||||
{ code: "D7240", name: "Removal of impacted tooth" },
|
||||
];
|
||||
|
||||
// Get patients with active insurance
|
||||
const patientsWithInsurance = patients.filter(patient =>
|
||||
patient.insuranceProvider && patient.insuranceId
|
||||
);
|
||||
|
||||
// Sample pre-authorization data
|
||||
const samplePreAuths = [
|
||||
{
|
||||
id: "PA2023-001",
|
||||
patientId: patientsWithInsurance[0]?.id || 1,
|
||||
procedureCode: "D2740",
|
||||
procedureName: "Crown - porcelain/ceramic",
|
||||
requestDate: new Date(new Date().setDate(new Date().getDate() - 14)),
|
||||
status: "approved",
|
||||
approvalDate: new Date(new Date().setDate(new Date().getDate() - 7)),
|
||||
expirationDate: new Date(new Date().setMonth(new Date().getMonth() + 6)),
|
||||
},
|
||||
{
|
||||
id: "PA2023-002",
|
||||
patientId: patientsWithInsurance[0]?.id || 1,
|
||||
procedureCode: "D3330",
|
||||
procedureName: "Root Canal - molar",
|
||||
requestDate: new Date(new Date().setDate(new Date().getDate() - 5)),
|
||||
status: "pending",
|
||||
approvalDate: null,
|
||||
expirationDate: null,
|
||||
},
|
||||
{
|
||||
id: "PA2023-003",
|
||||
patientId: patientsWithInsurance[0]?.id || 1,
|
||||
procedureCode: "D7240",
|
||||
procedureName: "Removal of impacted tooth",
|
||||
requestDate: new Date(new Date().setDate(new Date().getDate() - 30)),
|
||||
status: "denied",
|
||||
approvalDate: null,
|
||||
expirationDate: null,
|
||||
denialReason: "Not medically necessary based on submitted documentation",
|
||||
}
|
||||
];
|
||||
|
||||
return (
|
||||
<div>
|
||||
{/* Header */}
|
||||
<div className="mb-6">
|
||||
<h1 className="text-2xl font-semibold text-gray-800">Pre-authorizations</h1>
|
||||
<p className="text-gray-600">Manage insurance pre-authorizations for dental procedures</p>
|
||||
</div>
|
||||
|
||||
{/* New Pre-Authorization Request Section */}
|
||||
<div className="mb-8">
|
||||
<div className="flex items-center justify-between mb-4">
|
||||
<h2 className="text-xl font-medium text-gray-800">New Pre-Authorization Request</h2>
|
||||
</div>
|
||||
|
||||
<Card>
|
||||
<CardHeader className="pb-2">
|
||||
<CardTitle>Recent Patients for Pre-Authorization</CardTitle>
|
||||
</CardHeader>
|
||||
<CardContent>
|
||||
{isLoadingPatients ? (
|
||||
<div className="text-center py-4">Loading patients data...</div>
|
||||
) : patientsWithInsurance.length > 0 ? (
|
||||
<div className="divide-y">
|
||||
{patientsWithInsurance.map((patient) => (
|
||||
<div
|
||||
key={patient.id}
|
||||
className="py-4 flex items-center justify-between cursor-pointer hover:bg-gray-50"
|
||||
onClick={() => {
|
||||
setSelectedPatient(Number(patient.id));
|
||||
handleNewPreAuth(
|
||||
patient.id,
|
||||
dentalProcedures[Math.floor(Math.random() * 3)].name
|
||||
);
|
||||
}}
|
||||
>
|
||||
<div>
|
||||
<h3 className="font-medium">{patient.firstName} {patient.lastName}</h3>
|
||||
<div className="text-sm text-gray-500">
|
||||
<span>Insurance: {patient.insuranceProvider === 'delta'
|
||||
? 'Delta Dental'
|
||||
: patient.insuranceProvider === 'metlife'
|
||||
? 'MetLife'
|
||||
: patient.insuranceProvider === 'cigna'
|
||||
? 'Cigna'
|
||||
: patient.insuranceProvider === 'aetna'
|
||||
? 'Aetna'
|
||||
: patient.insuranceProvider}</span>
|
||||
<span className="mx-2">•</span>
|
||||
<span>ID: {patient.insuranceId}</span>
|
||||
<span className="mx-2">•</span>
|
||||
<span>Procedure needed: {dentalProcedures[0].name}</span>
|
||||
</div>
|
||||
</div>
|
||||
<div className="text-primary">
|
||||
<ClipboardCheck className="h-5 w-5" />
|
||||
</div>
|
||||
</div>
|
||||
))}
|
||||
</div>
|
||||
) : (
|
||||
<div className="text-center py-8">
|
||||
<ClipboardCheck className="h-12 w-12 mx-auto text-gray-400 mb-3" />
|
||||
<h3 className="text-lg font-medium">No patients with insurance</h3>
|
||||
<p className="text-gray-500 mt-1">
|
||||
Add insurance information to patients to request pre-authorizations
|
||||
</p>
|
||||
</div>
|
||||
)}
|
||||
</CardContent>
|
||||
</Card>
|
||||
</div>
|
||||
|
||||
{/* Pre-Authorization Submitted Section */}
|
||||
<div className="mb-8">
|
||||
<div className="flex items-center justify-between mb-4">
|
||||
<h2 className="text-xl font-medium text-gray-800">Pre-Authorization Submitted</h2>
|
||||
</div>
|
||||
|
||||
<Card>
|
||||
<CardHeader className="pb-2">
|
||||
<CardTitle>Pending Pre-Authorization Requests</CardTitle>
|
||||
</CardHeader>
|
||||
<CardContent>
|
||||
{patientsWithInsurance.length > 0 ? (
|
||||
<div className="divide-y">
|
||||
{samplePreAuths.filter(auth => auth.status === 'pending').map((preAuth) => {
|
||||
const patient = patients.find(p => p.id === preAuth.patientId) ||
|
||||
{ firstName: "Unknown", lastName: "Patient" };
|
||||
|
||||
return (
|
||||
<div
|
||||
key={preAuth.id}
|
||||
className="py-4 flex items-center justify-between cursor-pointer hover:bg-gray-50"
|
||||
onClick={() => toast({
|
||||
title: "Pre-Authorization Details",
|
||||
description: `Viewing details for ${preAuth.id}`
|
||||
})}
|
||||
>
|
||||
<div>
|
||||
<h3 className="font-medium">{patient.firstName} {patient.lastName} - {preAuth.procedureName}</h3>
|
||||
<div className="text-sm text-gray-500">
|
||||
<span>ID: {preAuth.id}</span>
|
||||
<span className="mx-2">•</span>
|
||||
<span>Submitted: {format(preAuth.requestDate, 'MMM dd, yyyy')}</span>
|
||||
<span className="mx-2">•</span>
|
||||
<span>Expected Response: {format(new Date(preAuth.requestDate.getTime() + 7 * 24 * 60 * 60 * 1000), 'MMM dd, yyyy')}</span>
|
||||
</div>
|
||||
</div>
|
||||
<div className="flex items-center gap-2">
|
||||
<span className="px-2 py-1 text-xs font-medium rounded-full bg-yellow-100 text-yellow-800">
|
||||
<span className="flex items-center">
|
||||
<Clock className="h-3 w-3 mr-1" />
|
||||
Pending
|
||||
</span>
|
||||
</span>
|
||||
</div>
|
||||
</div>
|
||||
);
|
||||
})}
|
||||
|
||||
{samplePreAuths.filter(auth => auth.status === 'pending').length === 0 && (
|
||||
<div className="text-center py-8">
|
||||
<Clock className="h-12 w-12 mx-auto text-gray-400 mb-3" />
|
||||
<h3 className="text-lg font-medium">No pending requests</h3>
|
||||
<p className="text-gray-500 mt-1">
|
||||
Submitted pre-authorization requests will appear here
|
||||
</p>
|
||||
</div>
|
||||
)}
|
||||
</div>
|
||||
) : (
|
||||
<div className="text-center py-8">
|
||||
<Clock className="h-12 w-12 mx-auto text-gray-400 mb-3" />
|
||||
<h3 className="text-lg font-medium">No pre-authorization history</h3>
|
||||
<p className="text-gray-500 mt-1">
|
||||
Submitted pre-authorization requests will appear here
|
||||
</p>
|
||||
</div>
|
||||
)}
|
||||
</CardContent>
|
||||
</Card>
|
||||
</div>
|
||||
|
||||
{/* Pre-Authorization Results Section */}
|
||||
<div>
|
||||
<div className="flex items-center justify-between mb-4">
|
||||
<h2 className="text-xl font-medium text-gray-800">Pre-Authorization Results</h2>
|
||||
</div>
|
||||
|
||||
<Card>
|
||||
<CardHeader className="pb-2">
|
||||
<CardTitle>Completed Pre-Authorization Requests</CardTitle>
|
||||
</CardHeader>
|
||||
<CardContent>
|
||||
{patientsWithInsurance.length > 0 ? (
|
||||
<div className="divide-y">
|
||||
{samplePreAuths.filter(auth => auth.status !== 'pending').map((preAuth) => {
|
||||
const patient = patients.find(p => p.id === preAuth.patientId) ||
|
||||
{ firstName: "Unknown", lastName: "Patient" };
|
||||
|
||||
return (
|
||||
<div
|
||||
key={preAuth.id}
|
||||
className="py-4 flex items-center justify-between cursor-pointer hover:bg-gray-50"
|
||||
onClick={() => toast({
|
||||
title: "Pre-Authorization Details",
|
||||
description: `Viewing details for ${preAuth.id}`
|
||||
})}
|
||||
>
|
||||
<div>
|
||||
<h3 className="font-medium">{patient.firstName} {patient.lastName} - {preAuth.procedureName}</h3>
|
||||
<div className="text-sm text-gray-500">
|
||||
<span>ID: {preAuth.id}</span>
|
||||
<span className="mx-2">•</span>
|
||||
<span>Requested: {format(preAuth.requestDate, 'MMM dd, yyyy')}</span>
|
||||
{preAuth.status === 'approved' && (
|
||||
<>
|
||||
<span className="mx-2">•</span>
|
||||
<span>Expires: {format(preAuth.expirationDate as Date, 'MMM dd, yyyy')}</span>
|
||||
</>
|
||||
)}
|
||||
{preAuth.status === 'denied' && preAuth.denialReason && (
|
||||
<>
|
||||
<span className="mx-2">•</span>
|
||||
<span className="text-red-600">Reason: {preAuth.denialReason}</span>
|
||||
</>
|
||||
)}
|
||||
</div>
|
||||
</div>
|
||||
<div className="flex items-center gap-2">
|
||||
<span className={`px-2 py-1 text-xs font-medium rounded-full ${
|
||||
preAuth.status === 'approved' ? 'bg-green-100 text-green-800' :
|
||||
'bg-red-100 text-red-800'
|
||||
}`}>
|
||||
{preAuth.status === 'approved' ? (
|
||||
<span className="flex items-center">
|
||||
<CheckCircle className="h-3 w-3 mr-1" />
|
||||
Approved
|
||||
</span>
|
||||
) : (
|
||||
<span className="flex items-center">
|
||||
<AlertCircle className="h-3 w-3 mr-1" />
|
||||
Denied
|
||||
</span>
|
||||
)}
|
||||
</span>
|
||||
</div>
|
||||
</div>
|
||||
);
|
||||
})}
|
||||
|
||||
{samplePreAuths.filter(auth => auth.status !== 'pending').length === 0 && (
|
||||
<div className="text-center py-8">
|
||||
<CheckCircle className="h-12 w-12 mx-auto text-gray-400 mb-3" />
|
||||
<h3 className="text-lg font-medium">No completed requests</h3>
|
||||
<p className="text-gray-500 mt-1">
|
||||
Processed pre-authorization results will appear here
|
||||
</p>
|
||||
</div>
|
||||
)}
|
||||
</div>
|
||||
) : (
|
||||
<div className="text-center py-8">
|
||||
<CheckCircle className="h-12 w-12 mx-auto text-gray-400 mb-3" />
|
||||
<h3 className="text-lg font-medium">No pre-authorization results</h3>
|
||||
<p className="text-gray-500 mt-1">
|
||||
Completed pre-authorization requests will appear here
|
||||
</p>
|
||||
</div>
|
||||
)}
|
||||
</CardContent>
|
||||
</Card>
|
||||
</div>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
@@ -1,18 +1,10 @@
|
||||
// apps/Frontend/src/pages/reports-page.tsx
|
||||
import { useState } from "react";
|
||||
import { useQuery } from "@tanstack/react-query";
|
||||
import { Input } from "@/components/ui/input";
|
||||
import { Button } from "@/components/ui/button";
|
||||
import { Card, CardContent, CardHeader, CardTitle } from "@/components/ui/card";
|
||||
import {
|
||||
Search,
|
||||
Edit,
|
||||
Eye,
|
||||
ChevronLeft,
|
||||
ChevronRight,
|
||||
Settings,
|
||||
} from "lucide-react";
|
||||
import { useAuth } from "@/hooks/use-auth";
|
||||
import { cn } from "@/lib/utils";
|
||||
import { Button } from "@/components/ui/button";
|
||||
import { Input } from "@/components/ui/input";
|
||||
import { Label } from "@/components/ui/label";
|
||||
import {
|
||||
Select,
|
||||
SelectContent,
|
||||
@@ -20,285 +12,465 @@ import {
|
||||
SelectTrigger,
|
||||
SelectValue,
|
||||
} from "@/components/ui/select";
|
||||
import { Patient } from "@repo/db/types";
|
||||
import { formatDateToHumanReadable } from "@/utils/dateUtils";
|
||||
import { Badge } from "@/components/ui/badge";
|
||||
import { Separator } from "@/components/ui/separator";
|
||||
import {
|
||||
DollarSign,
|
||||
FileText,
|
||||
Download,
|
||||
AlertCircle,
|
||||
Calendar,
|
||||
Users,
|
||||
TrendingUp,
|
||||
} from "lucide-react";
|
||||
import { useAuth } from "@/hooks/use-auth";
|
||||
import { apiRequest } from "@/lib/queryClient"; // <<-- your helper
|
||||
import type { PatientBalanceRow } from "@repo/db/types";
|
||||
|
||||
type ReportType =
|
||||
| "patients_with_balance"
|
||||
| "patients_no_balance"
|
||||
| "monthly_collections"
|
||||
| "collections_by_doctor"
|
||||
| "procedure_codes_by_doctor"
|
||||
| "payment_methods"
|
||||
| "insurance_vs_patient_payments"
|
||||
| "aging_report";
|
||||
|
||||
interface PatientBalancesResponse {
|
||||
balances: PatientBalanceRow[];
|
||||
totalCount: number;
|
||||
}
|
||||
|
||||
export default function ReportsPage() {
|
||||
const { user } = useAuth();
|
||||
const [isMobileMenuOpen, setIsMobileMenuOpen] = useState(false);
|
||||
const [searchTerm, setSearchTerm] = useState("");
|
||||
const [searchField, setSearchField] = useState("all");
|
||||
const [currentPage, setCurrentPage] = useState(1);
|
||||
const itemsPerPage = 5;
|
||||
|
||||
// Fetch patients
|
||||
const { data: patients = [], isLoading: isLoadingPatients } = useQuery<
|
||||
Patient[]
|
||||
>({
|
||||
queryKey: ["/api/patients"],
|
||||
// pagination state for patient balances
|
||||
const [balancesPage, setBalancesPage] = useState<number>(1);
|
||||
const balancesPerPage = 10;
|
||||
|
||||
// date range state (for dashboard summary)
|
||||
const [startDate, setStartDate] = useState(() => {
|
||||
const d = new Date();
|
||||
d.setMonth(d.getMonth() - 1);
|
||||
return d.toISOString().split("T")[0];
|
||||
});
|
||||
const [endDate, setEndDate] = useState(
|
||||
() => new Date().toISOString().split("T")[0]
|
||||
);
|
||||
|
||||
const [selectedReportType, setSelectedReportType] = useState<ReportType>(
|
||||
"patients_with_balance"
|
||||
);
|
||||
const [isGenerating, setIsGenerating] = useState(false);
|
||||
|
||||
// --- 1) patient balances (paginated) using apiRequest ---
|
||||
const {
|
||||
data: patientBalancesResponse,
|
||||
isLoading: isLoadingBalances,
|
||||
isError: isErrorBalances,
|
||||
} = useQuery<PatientBalancesResponse>({
|
||||
queryKey: [
|
||||
"/api/payments-reports/patient-balances",
|
||||
balancesPage,
|
||||
balancesPerPage,
|
||||
startDate,
|
||||
endDate,
|
||||
selectedReportType,
|
||||
],
|
||||
queryFn: async () => {
|
||||
const offset = (balancesPage - 1) * balancesPerPage;
|
||||
const minBalanceFlag = selectedReportType === "patients_with_balance";
|
||||
const endpoint = `/api/payments-reports/patient-balances?limit=${balancesPerPage}&offset=${offset}&minBalance=${minBalanceFlag}&from=${encodeURIComponent(
|
||||
String(startDate)
|
||||
)}&to=${encodeURIComponent(String(endDate))}`;
|
||||
const res = await apiRequest("GET", endpoint);
|
||||
if (!res.ok) {
|
||||
const body = await res
|
||||
.json()
|
||||
.catch(() => ({ message: "Failed to load patient balances" }));
|
||||
throw new Error(body.message || "Failed to load patient balances");
|
||||
}
|
||||
return res.json();
|
||||
},
|
||||
enabled: !!user,
|
||||
});
|
||||
|
||||
// Filter patients based on search
|
||||
const filteredPatients = patients.filter((patient) => {
|
||||
if (!searchTerm) return true;
|
||||
const patientBalances: PatientBalanceRow[] =
|
||||
patientBalancesResponse?.balances ?? [];
|
||||
const patientBalancesTotal = patientBalancesResponse?.totalCount ?? 0;
|
||||
|
||||
const searchLower = searchTerm.toLowerCase();
|
||||
const fullName = `${patient.firstName} ${patient.lastName}`.toLowerCase();
|
||||
const patientId = `PID-${patient?.id?.toString().padStart(4, "0")}`;
|
||||
|
||||
switch (searchField) {
|
||||
case "name":
|
||||
return fullName.includes(searchLower);
|
||||
case "id":
|
||||
return patientId.toLowerCase().includes(searchLower);
|
||||
case "phone":
|
||||
return patient.phone?.toLowerCase().includes(searchLower) || false;
|
||||
case "all":
|
||||
default:
|
||||
return (
|
||||
fullName.includes(searchLower) ||
|
||||
patientId.toLowerCase().includes(searchLower) ||
|
||||
patient.phone?.toLowerCase().includes(searchLower) ||
|
||||
patient.email?.toLowerCase().includes(searchLower) ||
|
||||
false
|
||||
);
|
||||
// --- 2) dashboard summary (separate route/storage) using apiRequest ---
|
||||
const { data: dashboardSummary, isLoading: isLoadingSummary } = useQuery({
|
||||
queryKey: [
|
||||
"/api/payments-reports/summary",
|
||||
String(startDate),
|
||||
String(endDate),
|
||||
],
|
||||
queryFn: async () => {
|
||||
const endpoint = `/api/payments-reports/summary?from=${encodeURIComponent(
|
||||
String(startDate)
|
||||
)}&to=${encodeURIComponent(String(endDate))}`;
|
||||
const res = await apiRequest("GET", endpoint);
|
||||
if (!res.ok) {
|
||||
const body = await res
|
||||
.json()
|
||||
.catch(() => ({ message: "Failed to load dashboard summary" }));
|
||||
throw new Error(body.message || "Failed to load dashboard summary");
|
||||
}
|
||||
return res.json();
|
||||
},
|
||||
enabled: !!user,
|
||||
});
|
||||
|
||||
// Pagination
|
||||
const totalPages = Math.ceil(filteredPatients.length / itemsPerPage);
|
||||
const startIndex = (currentPage - 1) * itemsPerPage;
|
||||
const endIndex = startIndex + itemsPerPage;
|
||||
const currentPatients = filteredPatients.slice(startIndex, endIndex);
|
||||
|
||||
const toggleMobileMenu = () => {
|
||||
setIsMobileMenuOpen(!isMobileMenuOpen);
|
||||
// format currency for numbers in dollars (storage returns decimal numbers like 123.45)
|
||||
const formatCurrency = (amountDollars: number | undefined | null) => {
|
||||
const value = Number(amountDollars ?? 0);
|
||||
return new Intl.NumberFormat("en-US", {
|
||||
style: "currency",
|
||||
currency: "USD",
|
||||
}).format(value);
|
||||
};
|
||||
|
||||
const getPatientInitials = (firstName: string, lastName: string) => {
|
||||
return `${firstName.charAt(0)}${lastName.charAt(0)}`.toUpperCase();
|
||||
// summary stats: use dashboardSummary for totals (server-driven) and derive other counts from paginated balances
|
||||
const summaryStats = {
|
||||
totalPatients: dashboardSummary?.totalPatients ?? 0,
|
||||
// use the server-provided count of patients with balance inside range
|
||||
patientsWithBalance: dashboardSummary?.patientsWithBalance ?? 0,
|
||||
// patientsNoBalance: based on totalCount - patientsWithBalance (note: totalCount is number of patients with payments in range)
|
||||
patientsNoBalance: Math.max(
|
||||
0,
|
||||
(dashboardSummary?.totalPatients ?? 0) -
|
||||
(dashboardSummary?.patientsWithBalance ?? 0)
|
||||
),
|
||||
totalOutstanding:
|
||||
dashboardSummary?.totalOutstanding ??
|
||||
patientBalances.reduce((s, b) => s + (b.currentBalance ?? 0), 0),
|
||||
totalCollected: dashboardSummary?.totalCollected ?? 0,
|
||||
};
|
||||
|
||||
const generateReport = async () => {
|
||||
setIsGenerating(true);
|
||||
await new Promise((r) => setTimeout(r, 900));
|
||||
setIsGenerating(false);
|
||||
};
|
||||
|
||||
// -------------------- report rendering (only patients_with_balance wired) --------------------
|
||||
// -------------------- report rendering (only patients_with_balance wired) --------------------
|
||||
const renderPatientsWithBalance = () => {
|
||||
// Use patientBalances for the current page list (already minBalance filtered if selectedReportType === 'patients_with_balance')
|
||||
const patientsWithBalance = patientBalances
|
||||
.filter((b) => (b.currentBalance ?? 0) > 0)
|
||||
.map((b) => ({
|
||||
patientId: b.patientId,
|
||||
patientName: `${b.firstName ?? "Unknown"} ${b.lastName ?? ""}`.trim(),
|
||||
currentBalance: b.currentBalance ?? 0,
|
||||
totalCharges: b.totalCharges ?? 0,
|
||||
totalPayments: b.totalPayments ?? 0,
|
||||
}));
|
||||
|
||||
const totalOutstanding = patientsWithBalance.reduce(
|
||||
(s, p) => s + p.currentBalance,
|
||||
0
|
||||
);
|
||||
const avgBalance = patientsWithBalance.length
|
||||
? totalOutstanding / patientsWithBalance.length
|
||||
: 0;
|
||||
|
||||
return (
|
||||
<div>
|
||||
<div className="max-w-7xl mx-auto">
|
||||
{/* Header */}
|
||||
<div className="mb-6">
|
||||
<h1 className="text-2xl font-semibold text-gray-900 mb-2">Reports</h1>
|
||||
<p className="text-gray-600">
|
||||
View and manage all patient information
|
||||
</p>
|
||||
</div>
|
||||
|
||||
{/* Search and Filters */}
|
||||
<Card className="mb-6">
|
||||
<div className="space-y-4">
|
||||
<div className="grid grid-cols-3 gap-4 mb-6">
|
||||
<Card>
|
||||
<CardContent className="p-4">
|
||||
<div className="flex flex-col md:flex-row gap-4">
|
||||
<div className="flex-1 relative">
|
||||
<Search className="absolute left-3 top-1/2 transform -translate-y-1/2 text-gray-400 h-4 w-4" />
|
||||
<Input
|
||||
placeholder="Search patients..."
|
||||
value={searchTerm}
|
||||
onChange={(e) => setSearchTerm(e.target.value)}
|
||||
className="pl-10"
|
||||
/>
|
||||
</div>
|
||||
<div className="flex gap-2">
|
||||
<Select value={searchField} onValueChange={setSearchField}>
|
||||
<SelectTrigger className="w-32">
|
||||
<SelectValue />
|
||||
</SelectTrigger>
|
||||
<SelectContent>
|
||||
<SelectItem value="all">All Fields</SelectItem>
|
||||
<SelectItem value="name">Name</SelectItem>
|
||||
<SelectItem value="id">Patient ID</SelectItem>
|
||||
<SelectItem value="phone">Phone</SelectItem>
|
||||
</SelectContent>
|
||||
</Select>
|
||||
<Button variant="outline" size="sm">
|
||||
<Settings className="h-4 w-4 mr-2" />
|
||||
Advanced
|
||||
</Button>
|
||||
</div>
|
||||
<div className="text-2xl font-bold text-red-600">
|
||||
{summaryStats.patientsWithBalance}
|
||||
</div>
|
||||
<p className="text-sm text-gray-600">Patients with Balance</p>
|
||||
</CardContent>
|
||||
</Card>
|
||||
|
||||
{/* Patient List */}
|
||||
<Card>
|
||||
<CardContent className="p-0">
|
||||
{isLoadingPatients ? (
|
||||
<div className="text-center py-8">Loading patients...</div>
|
||||
) : (
|
||||
<>
|
||||
{/* Table Header */}
|
||||
<div className="grid grid-cols-12 gap-4 p-4 bg-gray-50 border-b text-sm font-medium text-gray-600">
|
||||
<div className="col-span-3">Patient</div>
|
||||
<div className="col-span-2">DOB / Gender</div>
|
||||
<div className="col-span-2">Contact</div>
|
||||
<div className="col-span-2">Insurance</div>
|
||||
<div className="col-span-2">Status</div>
|
||||
<div className="col-span-1">Actions</div>
|
||||
<CardContent className="p-4">
|
||||
<div className="text-2xl font-bold text-red-600">
|
||||
{formatCurrency(summaryStats.totalOutstanding)}
|
||||
</div>
|
||||
<p className="text-sm text-gray-600">Total Outstanding</p>
|
||||
</CardContent>
|
||||
</Card>
|
||||
|
||||
<Card>
|
||||
<CardContent className="p-4">
|
||||
<div className="text-2xl font-bold text-blue-600">
|
||||
{formatCurrency(avgBalance)}
|
||||
</div>
|
||||
<p className="text-sm text-gray-600">
|
||||
Average Balance (visible page)
|
||||
</p>
|
||||
</CardContent>
|
||||
</Card>
|
||||
</div>
|
||||
|
||||
{/* Table Rows */}
|
||||
{currentPatients.length === 0 ? (
|
||||
<div className="text-center py-8 text-gray-500">
|
||||
{searchTerm
|
||||
? "No patients found matching your search."
|
||||
: "No patients available."}
|
||||
<div className="bg-white rounded-lg border">
|
||||
<div className="px-4 py-3 border-b bg-gray-50">
|
||||
<h3 className="font-medium text-gray-900">
|
||||
Patients with Outstanding Balances
|
||||
</h3>
|
||||
</div>
|
||||
|
||||
<div className="divide-y">
|
||||
{patientsWithBalance.length === 0 ? (
|
||||
<div className="p-8 text-center text-gray-500">
|
||||
<DollarSign className="h-12 w-12 mx-auto mb-3 text-gray-300" />
|
||||
<p>No patients have outstanding balances on this page</p>
|
||||
</div>
|
||||
) : (
|
||||
currentPatients.map((patient) => (
|
||||
<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>
|
||||
patientsWithBalance.map((p) => (
|
||||
<div key={p.patientId} className="p-4 hover:bg-gray-50">
|
||||
<div className="flex justify-between items-center">
|
||||
<div>
|
||||
<div className="font-medium text-gray-900">
|
||||
{patient.firstName} {patient.lastName}
|
||||
<h4 className="font-medium text-gray-900">
|
||||
{p.patientName}
|
||||
</h4>
|
||||
<p className="text-sm text-gray-500">
|
||||
Patient ID: {p.patientId}
|
||||
</p>
|
||||
</div>
|
||||
|
||||
<div className="text-right">
|
||||
<div className="text-lg font-semibold text-red-600">
|
||||
{formatCurrency(p.currentBalance)}
|
||||
</div>
|
||||
<div className="text-sm text-gray-500">
|
||||
PID-{patient.id?.toString().padStart(4, "0")}
|
||||
Charges: {formatCurrency(p.totalCharges)}
|
||||
</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">
|
||||
</div>
|
||||
|
||||
{/* pagination controls for balances */}
|
||||
<div className="flex items-center justify-between mt-4">
|
||||
<div className="text-sm text-gray-600">
|
||||
Showing {(balancesPage - 1) * balancesPerPage + 1} -{" "}
|
||||
{Math.min(balancesPage * balancesPerPage, patientBalancesTotal)} of{" "}
|
||||
{patientBalancesTotal}
|
||||
</div>
|
||||
|
||||
<div className="space-x-2">
|
||||
<Button
|
||||
variant="outline"
|
||||
size="sm"
|
||||
onClick={() =>
|
||||
setCurrentPage(Math.max(1, currentPage - 1))
|
||||
}
|
||||
disabled={currentPage === 1}
|
||||
disabled={balancesPage <= 1}
|
||||
onClick={() => setBalancesPage((p) => Math.max(1, p - 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}
|
||||
disabled={balancesPage * balancesPerPage >= patientBalancesTotal}
|
||||
onClick={() => setBalancesPage((p) => p + 1)}
|
||||
>
|
||||
Next
|
||||
<ChevronRight className="h-4 w-4 ml-1" />
|
||||
</Button>
|
||||
</div>
|
||||
</div>
|
||||
)}
|
||||
</>
|
||||
)}
|
||||
</CardContent>
|
||||
</Card>
|
||||
</div>
|
||||
</div>
|
||||
);
|
||||
};
|
||||
|
||||
const renderReportContent = () => {
|
||||
if (isLoadingBalances || isLoadingSummary) {
|
||||
return (
|
||||
<div className="text-center py-12">
|
||||
<div className="animate-spin rounded-full h-8 w-8 border-b-2 border-primary mx-auto mb-4"></div>
|
||||
<p className="text-gray-600">Loading report data...</p>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
|
||||
if ((patientBalances?.length ?? 0) === 0) {
|
||||
return (
|
||||
<div className="text-center py-12">
|
||||
<AlertCircle className="h-12 w-12 text-amber-500 mx-auto mb-4" />
|
||||
<h3 className="text-lg font-semibold text-gray-900 mb-2">
|
||||
Financial Data Not Available
|
||||
</h3>
|
||||
<p className="text-gray-600 mb-4">
|
||||
No patient balance data yet. Add payments/service lines to populate
|
||||
reports.
|
||||
</p>
|
||||
<div className="text-sm text-gray-500">
|
||||
<p>
|
||||
Date range: {startDate} to {endDate}
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
|
||||
switch (selectedReportType) {
|
||||
case "patients_with_balance":
|
||||
return renderPatientsWithBalance();
|
||||
|
||||
default:
|
||||
return (
|
||||
<div className="text-center py-12">
|
||||
<FileText className="h-12 w-12 text-gray-300 mx-auto mb-4" />
|
||||
<h3 className="text-lg font-semibold text-gray-900 mb-2">
|
||||
Report Type Not Implemented
|
||||
</h3>
|
||||
<p className="text-gray-600">
|
||||
The "{selectedReportType}" report is being developed. For now use
|
||||
"Patients with Outstanding Balance".
|
||||
</p>
|
||||
</div>
|
||||
);
|
||||
}
|
||||
};
|
||||
|
||||
return (
|
||||
<div>
|
||||
<div className="flex flex-col md:flex-row md:items-center md:justify-between mb-6">
|
||||
<div>
|
||||
<h1 className="text-2xl font-semibold text-gray-900">
|
||||
Financial Reports
|
||||
</h1>
|
||||
<p className="text-gray-600">
|
||||
Generate comprehensive financial reports for your practice
|
||||
</p>
|
||||
</div>
|
||||
|
||||
<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>
|
||||
);
|
||||
}
|
||||
|
||||
@@ -9,3 +9,4 @@ export * from "./user-types";
|
||||
export * from "./databaseBackup-types";
|
||||
export * from "./notifications-types";
|
||||
export * from "./cloudStorage-types";
|
||||
export * from "./payments-reports-types";
|
||||
11
packages/db/types/payments-reports-types.ts
Normal file
11
packages/db/types/payments-reports-types.ts
Normal file
@@ -0,0 +1,11 @@
|
||||
export interface PatientBalanceRow {
|
||||
patientId: number;
|
||||
firstName: string | null;
|
||||
lastName: string | null;
|
||||
totalCharges: number;
|
||||
totalPayments: number;
|
||||
totalAdjusted: number;
|
||||
currentBalance: number;
|
||||
lastPaymentDate: string | null;
|
||||
lastAppointmentDate: string | null;
|
||||
}
|
||||
Reference in New Issue
Block a user