Files
DentalManagementE/apps/Frontend/src/components/claims/claim-form.tsx

761 lines
25 KiB
TypeScript

import { useState, useEffect } from "react";
import { Button } from "@/components/ui/button";
import { Input } from "@/components/ui/input";
import {
Select,
SelectContent,
SelectItem,
SelectTrigger,
SelectValue,
} from "@/components/ui/select";
import { format, parse } from "date-fns";
import { Card, CardContent, CardHeader, CardTitle } from "@/components/ui/card";
import { Label } from "@/components/ui/label";
import { X, Calendar as CalendarIcon, HelpCircle } from "lucide-react";
import { useToast } from "@/hooks/use-toast";
import { Calendar } from "@/components/ui/calendar";
import {
Popover,
PopoverContent,
PopoverTrigger,
} from "@/components/ui/popover";
import {
PatientUncheckedCreateInputObjectSchema,
AppointmentUncheckedCreateInputObjectSchema,
} from "@repo/db/usedSchemas";
import { z } from "zod";
import { useQuery } from "@tanstack/react-query";
import { apiRequest } from "@/lib/queryClient";
import { MultipleFileUploadZone } from "../file-upload/multiple-file-upload-zone";
import { useAuth } from "@/hooks/use-auth";
import {
Tooltip,
TooltipContent,
TooltipProvider,
TooltipTrigger,
} from "@/components/ui/tooltip";
import procedureCodes from "../../assets/data/procedureCodes.json";
const PatientSchema = (
PatientUncheckedCreateInputObjectSchema as unknown as z.ZodObject<any>
).omit({
appointments: true,
});
type Patient = z.infer<typeof PatientSchema>;
const updatePatientSchema = (
PatientUncheckedCreateInputObjectSchema as unknown as z.ZodObject<any>
)
.omit({
id: true,
createdAt: true,
userId: true,
})
.partial();
type UpdatePatient = z.infer<typeof updatePatientSchema>;
//creating types out of schema auto generated.
type Appointment = z.infer<typeof AppointmentUncheckedCreateInputObjectSchema>;
const insertAppointmentSchema = (
AppointmentUncheckedCreateInputObjectSchema as unknown as z.ZodObject<any>
).omit({
id: true,
createdAt: true,
});
type InsertAppointment = z.infer<typeof insertAppointmentSchema>;
const updateAppointmentSchema = (
AppointmentUncheckedCreateInputObjectSchema as unknown as z.ZodObject<any>
)
.omit({
id: true,
createdAt: true,
userId: true,
})
.partial();
type UpdateAppointment = z.infer<typeof updateAppointmentSchema>;
interface ServiceLine {
procedureCode: string;
procedureDate: string; // YYYY-MM-DD
oralCavityArea?: string;
toothNumber?: string;
toothSurface?: string;
billedAmount: number;
}
interface ClaimFormData {
patientId: number;
appointmentId: number;
userId: number;
staffId: number;
patientName: string;
memberId: string;
dateOfBirth: string;
remarks: string;
serviceDate: string; // YYYY-MM-DD
insuranceProvider: string;
insuranceSiteKey?: string;
status: string; // default "pending"
serviceLines: ServiceLine[];
}
interface ClaimFormProps {
patientId: number;
extractedData?: Partial<Patient>;
onSubmit: (data: ClaimFormData) => void;
onHandleAppointmentSubmit: (
appointmentData: InsertAppointment | UpdateAppointment
) => void;
onHandleUpdatePatient: (patient: UpdatePatient & { id: number }) => void;
onHandleForSelenium: (data: ClaimFormData) => void;
onClose: () => void;
}
interface Staff {
id: string;
name: string;
role: "doctor" | "hygienist";
color: string;
}
export function ClaimForm({
patientId,
extractedData,
onHandleAppointmentSubmit,
onHandleUpdatePatient,
onHandleForSelenium,
onSubmit,
onClose,
}: ClaimFormProps) {
const { toast } = useToast();
const { user } = useAuth();
// Patient state - initialize from extractedData or null (new patient)
const [patient, setPatient] = useState<Patient | null>(
extractedData ? ({ ...extractedData } as Patient) : null
);
// Query patient
const {
data: fetchedPatient,
isLoading,
error,
} = useQuery<Patient>({
queryKey: ["/api/patients/", patientId],
queryFn: async () => {
const res = await apiRequest("GET", `/api/patients/${patientId}`);
if (!res.ok) throw new Error("Failed to fetch patient");
return res.json();
},
enabled: !!patientId,
});
// Sync fetched patient when available
useEffect(() => {
if (fetchedPatient) {
setPatient(fetchedPatient);
}
}, [fetchedPatient]);
//Fetching staff memebers
const [staff, setStaff] = useState<Staff | null>(null);
const { data: staffMembersRaw = [] as Staff[], isLoading: isLoadingStaff } =
useQuery<Staff[]>({
queryKey: ["/api/staffs/"],
queryFn: async () => {
const res = await apiRequest("GET", "/api/staffs/");
return res.json();
},
});
useEffect(() => {
if (staffMembersRaw.length > 0 && !staff) {
const firstStaff = staffMembersRaw[0];
if (firstStaff) setStaff(firstStaff);
}
}, [staffMembersRaw, staff]);
// Service date state
const [serviceDateValue, setServiceDateValue] = useState<Date>(new Date());
const [serviceDate, setServiceDate] = useState<string>(
new Date().toLocaleDateString("en-CA") // "YYYY-MM-DD"
);
useEffect(() => {
if (extractedData?.serviceDate) {
const parsed = new Date(extractedData.serviceDate);
const isoFormatted = parsed.toLocaleDateString("en-CA");
setServiceDateValue(parsed);
setServiceDate(isoFormatted);
}
}, [extractedData]);
// Update service date when calendar date changes
const onServiceDateChange = (date: Date | undefined) => {
if (date) {
const formattedDate = date.toLocaleDateString("en-CA"); // "YYYY-MM-DD"
setServiceDateValue(date);
setServiceDate(formattedDate);
setForm((prev) => ({ ...prev, serviceDate: formattedDate }));
}
};
// Determine patient date of birth format
const formatDOB = (dob: string | undefined) => {
if (!dob) return "";
if (/^\d{2}\/\d{2}\/\d{4}$/.test(dob)) return dob; // already MM/DD/YYYY
if (/^\d{4}-\d{2}-\d{2}/.test(dob)) {
const datePart = dob?.split("T")[0]; // safe optional chaining
if (!datePart) return "";
const [year, month, day] = datePart.split("-");
return `${month}/${day}/${year}`;
}
return dob;
};
// MAIN FORM INITIAL STATE
const [form, setForm] = useState<ClaimFormData & { uploadedFiles: File[] }>({
patientId: patientId || 0,
appointmentId: 0,
userId: Number(user?.id),
staffId: Number(staff?.id),
patientName: `${patient?.firstName} ${patient?.lastName}`.trim(),
memberId: patient?.insuranceId,
dateOfBirth: formatDOB(patient?.dateOfBirth),
remarks: "",
serviceDate: serviceDate,
insuranceProvider: "",
insuranceSiteKey: "",
status: "pending",
serviceLines: Array.from({ length: 10 }, () => ({
procedureCode: "",
procedureDate: serviceDate,
oralCavityArea: "",
toothNumber: "",
toothSurface: "",
billedAmount: 0,
})),
uploadedFiles: [],
});
// Sync patient data to form when patient updates
useEffect(() => {
if (patient) {
const fullName =
`${patient.firstName || ""} ${patient.lastName || ""}`.trim();
setForm((prev) => ({
...prev,
patientName: fullName,
dateOfBirth: formatDOB(patient.dateOfBirth),
memberId: patient.insuranceId || "",
patientId: patient.id,
}));
}
}, [patient]);
useEffect(() => {
setForm((prevForm) => {
const updatedLines = prevForm.serviceLines.map((line) => ({
...line,
procedureDate: serviceDate, // set all to current serviceDate string
}));
return {
...prevForm,
serviceLines: updatedLines,
serviceDate, // keep form.serviceDate in sync as well
};
});
}, [serviceDate]);
// Handle patient field changes (to make inputs controlled and editable)
const updatePatientField = (field: keyof Patient, value: any) => {
setPatient((prev) => (prev ? { ...prev, [field]: value } : null));
};
const updateServiceLine = (
index: number,
field: keyof ServiceLine,
value: any
) => {
const updatedLines = [...form.serviceLines];
if (updatedLines[index]) {
if (field === "billedAmount") {
const num = typeof value === "string" ? parseFloat(value) : value;
const rounded = Math.round((isNaN(num) ? 0 : num) * 100) / 100;
updatedLines[index][field] = rounded;
} else {
updatedLines[index][field] = value;
}
}
setForm({ ...form, serviceLines: updatedLines });
};
const updateProcedureDate = (index: number, date: Date | undefined) => {
if (!date) return;
const formattedDate = date.toLocaleDateString("en-CA");
const updatedLines = [...form.serviceLines];
if (updatedLines[index]) {
updatedLines[index].procedureDate = formattedDate;
}
setForm({ ...form, serviceLines: updatedLines });
};
// FILE UPLOAD ZONE
const [isUploading, setIsUploading] = useState(false);
const handleFileUpload = (files: File[]) => {
setIsUploading(true);
const validFiles = files.filter((file) => file.type === "application/pdf");
if (validFiles.length > 5) {
toast({
title: "Too Many Files",
description: "You can only upload up to 5 PDFs.",
variant: "destructive",
});
setIsUploading(false);
return;
}
setForm((prev) => ({
...prev,
uploadedFiles: validFiles,
}));
toast({
title: "Files Selected",
description: `${validFiles.length} PDF file(s) ready for processing.`,
});
setIsUploading(false);
};
// Mass Health Button Handler
const handleMHSubmit = async () => {
const appointmentData = {
patientId: patientId,
date: serviceDate,
staffId: staff?.id,
};
// 1. Create or update appointment
const appointmentId = await onHandleAppointmentSubmit(appointmentData);
// 2. Update patient
if (patient && typeof patient.id === "number") {
const { id, createdAt, userId, ...sanitizedFields } = patient;
const updatedPatientFields = {
id,
...sanitizedFields,
insuranceProvider: "MassHealth",
};
onHandleUpdatePatient(updatedPatientFields);
} else {
toast({
title: "Error",
description: "Cannot update patient: Missing or invalid patient data",
variant: "destructive",
});
}
// 3. Create Claim(if not)
// Filter out empty service lines (empty procedureCode)
const filteredServiceLines = form.serviceLines.filter(
(line) => line.procedureCode.trim() !== ""
);
const { uploadedFiles, insuranceSiteKey, ...formToCreateClaim } = form;
onSubmit({
...formToCreateClaim,
serviceLines: filteredServiceLines,
staffId: Number(staff?.id),
patientId: patientId,
insuranceProvider: "MassHealth",
appointmentId: appointmentId!,
});
// 4. sending form data to selenium service
onHandleForSelenium({
...form,
serviceLines: filteredServiceLines,
staffId: Number(staff?.id),
patientId: patientId,
insuranceProvider: "Mass Health",
appointmentId: appointmentId!,
insuranceSiteKey: "MH",
});
// 4. Close form
onClose();
};
return (
<div className="fixed inset-0 bg-black/50 flex items-center justify-center z-50 p-4 overflow-y-auto">
<Card className="w-full max-w-5xl max-h-[90vh] overflow-y-auto bg-white">
<CardHeader className="flex flex-row items-center justify-between pb-2 border-b">
<CardTitle className="text-xl font-bold">
Insurance Claim Form
</CardTitle>
<Button variant="ghost" size="icon" onClick={onClose}>
<X className="h-4 w-4" />
</Button>
</CardHeader>
<CardContent className="pt-4">
<div className="space-y-6">
{/* Patient Information */}
<div className="grid grid-cols-4 gap-4">
<div>
<Label htmlFor="memberId">Member ID</Label>
<Input
id="memberId"
value={form.memberId}
onChange={(e) =>
setForm({ ...form, memberId: e.target.value })
}
/>
</div>
<div>
<Label htmlFor="dateOfBirth">Date Of Birth</Label>
<Input
id="dateOfBirth"
value={form.dateOfBirth}
onChange={(e) => {
updatePatientField("dateOfBirth", e.target.value);
setForm((prev) => ({
...prev,
dateOfBirth: e.target.value,
}));
}}
disabled={isLoading}
/>
</div>
<div>
<Label htmlFor="firstName">First Name</Label>
<Input
id="firstName"
value={patient?.firstName || ""}
onChange={(e) => {
updatePatientField("firstName", e.target.value);
setForm((prev) => ({
...prev,
patientName:
`${e.target.value} ${patient?.lastName || ""}`.trim(),
}));
}}
disabled={isLoading}
/>
</div>
<div>
<Label htmlFor="lastName">Last Name</Label>
<Input
id="lastName"
value={patient?.lastName || ""}
onChange={(e) => {
updatePatientField("lastName", e.target.value);
setForm((prev) => ({
...prev,
patientName:
`${patient?.firstName || ""} ${e.target.value}`.trim(),
}));
}}
disabled={isLoading}
/>
</div>
</div>
{/* Clinical Notes Entry */}
<div className="mb-4 flex items-center gap-2">
<Label htmlFor="remarks" className="whitespace-nowrap">
Remarks:
</Label>
<Input
id="remarks"
className="flex-grow"
placeholder="Paste clinical notes here"
value={form.remarks}
onChange={(e) => setForm({ ...form, remarks: e.target.value })}
/>
</div>
{/* Service Lines */}
<div>
<h3 className="text-xl font-semibold mb-2 text-center">
Service Lines
</h3>
<div className="flex justify-end items-center mb-2">
{/* Service Date */}
<div className="flex gap-2">
<Label className="flex items-center">Service Date</Label>
<Popover>
<PopoverTrigger asChild>
<Button
variant="outline"
className="w-[140px] justify-start text-left font-normal mr-4"
>
<CalendarIcon className="mr-2 h-4 w-4" />
{form.serviceDate}
</Button>
</PopoverTrigger>
<PopoverContent className="w-auto p-0" align="start">
<Calendar
mode="single"
selected={serviceDateValue}
onSelect={onServiceDateChange}
initialFocus
/>
</PopoverContent>
</Popover>
{/* Treating doctor */}
<Label className="flex items-center ml-2">
Treating Doctor
</Label>
<Select
value={staff?.id || ""}
onValueChange={(id) => {
const selected = staffMembersRaw.find(
(member) => member.id === id
);
if (selected) {
setStaff(selected);
setForm((prev) => ({
...prev,
staffId: Number(selected.id),
}));
}
}}
>
<SelectTrigger className="w-36">
<SelectValue
placeholder={staff ? staff.name : "Select Staff"}
/>
</SelectTrigger>
<SelectContent>
{staffMembersRaw.map((member) => (
<SelectItem key={member.id} value={member.id}>
{member.name}
</SelectItem>
))}
</SelectContent>
</Select>
</div>
</div>
<div className="grid grid-cols-7 gap-4 mb-2 font-medium text-sm text-gray-700">
<span>Procedure Code</span>
<span>Abbreviation</span>
<span>Procedure Date</span>
<span>Oral Cavity Area</span>
<span>Tooth Number</span>
<span>Tooth Surface</span>
<span>Billed Amount</span>
</div>
{/* Dynamic Rows */}
{form.serviceLines.map((line, i) => (
<div key={i} className="grid grid-cols-7 gap-1 mb-2">
<Input
placeholder="eg. D0120"
value={line.procedureCode}
onChange={(e) =>
updateServiceLine(i, "procedureCode", e.target.value)
}
/>
<div className="flex items-center justify-center">
<Tooltip>
<TooltipTrigger asChild>
<HelpCircle className="h-4 w-4 text-gray-400 hover:text-gray-600 cursor-help" />
</TooltipTrigger>
<TooltipContent>
<div className="text-sm">
{line.procedureCode &&
line.procedureCode.trim() !== ""
? (() => {
const normalizedCode = line.procedureCode
.toUpperCase()
.trim();
const procedureInfo = procedureCodes.find(
(p) =>
p["Procedure Code"].toUpperCase().trim() ===
normalizedCode
);
return procedureInfo
? procedureInfo.Description ||
"No description available"
: "Enter a valid procedure code";
})()
: "Enter a procedure code"}
</div>
</TooltipContent>
</Tooltip>
</div>
{/* Date Picker */}
<Popover>
<PopoverTrigger asChild>
<Button
variant="outline"
className="w-full text-left font-normal"
>
<CalendarIcon className="mr-2 h-4 w-4" />
{line.procedureDate || "Pick Date"}
</Button>
</PopoverTrigger>
<PopoverContent className="w-auto p-0">
<Calendar
mode="single"
selected={new Date(line.procedureDate)}
onSelect={(date) => updateProcedureDate(i, date)}
/>
</PopoverContent>
</Popover>
<Input
placeholder="Oral Cavity Area"
value={line.oralCavityArea}
onChange={(e) =>
updateServiceLine(i, "oralCavityArea", e.target.value)
}
/>
<Input
placeholder="eg. 14"
value={line.toothNumber}
onChange={(e) =>
updateServiceLine(i, "toothNumber", e.target.value)
}
/>
<Input
placeholder="eg. 'B', 'D', 'F', 'I', 'L', 'M', 'O'"
value={line.toothSurface}
onChange={(e) =>
updateServiceLine(i, "toothSurface", e.target.value)
}
/>
<Input
type="number"
step="0.01"
placeholder="$0.00"
value={line.billedAmount === 0 ? "" : line.billedAmount}
onChange={(e) => {
updateServiceLine(i, "billedAmount", e.target.value);
}}
onBlur={(e) => {
const val = parseFloat(e.target.value);
const rounded = Math.round(val * 100) / 100;
updateServiceLine(
i,
"billedAmount",
isNaN(rounded) ? 0 : rounded
);
}}
/>
</div>
))}
<Button
variant="outline"
onClick={() =>
setForm((prev) => ({
...prev,
serviceLines: [
...prev.serviceLines,
{
procedureCode: "",
procedureDate: serviceDate,
oralCavityArea: "",
toothNumber: "",
toothSurface: "",
billedAmount: 0,
},
],
}))
}
>
+ Add Service Line
</Button>
<div className="flex gap-2 mt-10 mb-10">
<Button variant="outline">Child Prophy Codes</Button>
<Button variant="outline">Adult Prophy Codes</Button>
<Button variant="outline">Customized Group Codes</Button>
<Button variant="outline">Map Price</Button>
</div>
</div>
{/* File Upload Section */}
<div className="mt-4 bg-gray-100 p-4 rounded-md space-y-4">
<p className="text-sm text-gray-500">
Only PDF files allowed. You can upload up to 5 files. File types
with 4+ character extensions like .DOCX, .PPTX, or .XLSX are not
allowed.
</p>
<div className="flex flex-wrap gap-4 items-center justify-between">
<div className="flex items-center gap-2">
<Label>Select Field:</Label>
<Select defaultValue="supportData">
<SelectTrigger className="w-60">
<SelectValue />
</SelectTrigger>
<SelectContent>
<SelectItem value="supportData">
Support Data for Claim
</SelectItem>
<SelectItem value="xrays">X-Ray Images</SelectItem>
<SelectItem value="photos">Clinical Photos</SelectItem>
</SelectContent>
</Select>
</div>
</div>
<MultipleFileUploadZone
onFileUpload={handleFileUpload}
isUploading={isUploading}
acceptedFileTypes="application/pdf"
maxFiles={5}
/>
{form.uploadedFiles.length > 0 && (
<ul className="text-sm text-gray-700 list-disc ml-6">
{form.uploadedFiles.map((file, index) => (
<li key={index}>{file.name}</li>
))}
</ul>
)}
</div>
{/* Insurance Carriers */}
<div>
<h3 className="text-xl font-semibold mb-4 text-center">
Insurance Carriers
</h3>
<div className="flex justify-between">
<Button
className="w-32"
variant="outline"
onClick={handleMHSubmit}
>
MH
</Button>
<Button className="w-32" variant="outline">
Delta MA
</Button>
<Button className="w-32" variant="outline">
Others
</Button>
</div>
</div>
</div>
</CardContent>
</Card>
</div>
);
}