Files
DentalManagementE/apps/Frontend/src/components/payments/payment-edit-modal.tsx

657 lines
23 KiB
TypeScript

import {
Dialog,
DialogContent,
DialogDescription,
DialogHeader,
DialogTitle,
} from "@/components/ui/dialog";
import { Button } from "@/components/ui/button";
import {
formatDateToHumanReadable,
formatLocalDate,
parseLocalDate,
} from "@/utils/dateUtils";
import React, { useState } from "react";
import {
PaymentStatus,
paymentStatusOptions,
PaymentMethod,
paymentMethodOptions,
PaymentWithExtras,
NewTransactionPayload,
} from "@repo/db/types";
import {
Select,
SelectContent,
SelectItem,
SelectTrigger,
SelectValue,
} from "@/components/ui/select";
import { Input } from "@/components/ui/input";
import { toast } from "@/hooks/use-toast";
import { X } from "lucide-react";
import { DateInput } from "@/components/ui/dateInput";
type PaymentEditModalProps = {
isOpen: boolean;
onOpenChange: (open: boolean) => void;
onClose: () => void;
onEditServiceLine: (payload: NewTransactionPayload) => void;
isUpdatingServiceLine?: boolean;
onUpdateStatus: (paymentId: number, status: PaymentStatus) => void;
isUpdatingStatus?: boolean;
payment: PaymentWithExtras | null;
};
export default function PaymentEditModal({
isOpen,
onOpenChange,
onClose,
payment,
onEditServiceLine,
isUpdatingServiceLine,
onUpdateStatus,
isUpdatingStatus,
}: PaymentEditModalProps) {
if (!payment) return null;
const [expandedLineId, setExpandedLineId] = useState<number | null>(null);
const [paymentStatus, setPaymentStatus] = React.useState<PaymentStatus>(
payment.status
);
const [formState, setFormState] = useState(() => {
return {
serviceLineId: 0,
transactionId: "",
paidAmount: 0,
adjustedAmount: 0,
method: paymentMethodOptions[1] as PaymentMethod,
receivedDate: formatLocalDate(new Date()),
payerName: "",
notes: "",
};
});
const handleEditServiceLine = (lineId: number) => {
if (expandedLineId === lineId) {
// Closing current line
setExpandedLineId(null);
return;
}
// Find line data
const line = payment.claim.serviceLines.find((sl) => sl.id === lineId);
if (!line) return;
// updating form to show its data, while expanding.
setFormState({
serviceLineId: line.id,
transactionId: "",
paidAmount: Number(line.totalDue) > 0 ? Number(line.totalDue) : 0,
adjustedAmount: 0,
method: paymentMethodOptions[1] as PaymentMethod,
receivedDate: formatLocalDate(new Date()),
payerName: "",
notes: "",
});
setExpandedLineId(lineId);
};
const updateField = (field: string, value: any) => {
setFormState((prev) => ({
...prev,
[field]: value,
}));
};
const handleSavePayment = async () => {
if (!formState.serviceLineId) {
toast({
title: "Error",
description: "No service line selected.",
variant: "destructive",
});
return;
}
const paidAmount = Number(formState.paidAmount) || 0;
const adjustedAmount = Number(formState.adjustedAmount) || 0;
if (paidAmount < 0 || adjustedAmount < 0) {
toast({
title: "Invalid Amount",
description: "Amounts cannot be negative.",
variant: "destructive",
});
return;
}
if (paidAmount === 0 && adjustedAmount === 0) {
toast({
title: "Invalid Amount",
description:
"Either paid or adjusted amount must be greater than zero.",
variant: "destructive",
});
return;
}
const line = payment.claim.serviceLines.find(
(sl) => sl.id === formState.serviceLineId
);
if (!line) {
toast({
title: "Error",
description: "Selected service line not found.",
variant: "destructive",
});
return;
}
const dueAmount = Number(line.totalDue);
if (paidAmount > dueAmount) {
toast({
title: "Invalid Payment",
description: `Paid amount ($${paidAmount.toFixed(
2
)}) cannot exceed due amount ($${dueAmount.toFixed(2)}).`,
variant: "destructive",
});
return;
}
const payload: NewTransactionPayload = {
paymentId: payment.id,
serviceLineTransactions: [
{
serviceLineId: formState.serviceLineId,
transactionId: formState.transactionId || undefined,
paidAmount: Number(formState.paidAmount),
adjustedAmount: Number(formState.adjustedAmount) || 0,
method: formState.method,
receivedDate: parseLocalDate(formState.receivedDate),
payerName: formState.payerName?.trim() || undefined,
notes: formState.notes?.trim() || undefined,
},
],
};
try {
await onEditServiceLine(payload);
toast({
title: "Success",
description: "Payment Transaction added successfully.",
});
setExpandedLineId(null);
} catch (err) {
console.error(err);
toast({ title: "Error", description: "Failed to save payment." });
}
};
const handlePayFullDue = async (
line: (typeof payment.claim.serviceLines)[0]
) => {
if (!line || !payment) {
toast({
title: "Error",
description: "Service line or payment data missing.",
variant: "destructive",
});
return;
}
const dueAmount = Number(line.totalDue);
if (isNaN(dueAmount) || dueAmount <= 0) {
toast({
title: "No Due",
description: "This service line has no outstanding balance.",
variant: "destructive",
});
return;
}
const payload: NewTransactionPayload = {
paymentId: payment.id,
serviceLineTransactions: [
{
serviceLineId: line.id,
paidAmount: dueAmount,
adjustedAmount: 0,
method: paymentMethodOptions[1] as PaymentMethod, // Maybe make dynamic later
receivedDate: new Date(),
},
],
};
try {
await onEditServiceLine(payload);
toast({
title: "Success",
description: `Full due amount ($${dueAmount.toFixed(
2
)}) paid for ${line.procedureCode}`,
});
} catch (err) {
console.error(err);
toast({
title: "Error",
description: "Failed to update payment.",
variant: "destructive",
});
}
};
return (
<Dialog open={isOpen} onOpenChange={onOpenChange}>
<DialogContent className="sm:max-w-[700px] max-h-[90vh] overflow-y-auto">
<div className="relative">
<DialogHeader>
<DialogTitle>Edit Payment</DialogTitle>
<DialogDescription>
View and manage payments applied to service lines.
</DialogDescription>
</DialogHeader>
{/* Close button in top-right */}
<Button
variant="ghost"
size="icon"
onClick={onClose}
className="absolute right-0 top-0"
>
<X className="h-4 w-4" />
</Button>
</div>
<div className="space-y-6">
{/* Claim + Patient Info */}
<div className="space-y-2 border-b border-gray-200 pb-4">
<h3 className="text-2xl font-bold text-gray-900">
{payment.claim.patientName}
</h3>
<div className="flex flex-wrap items-center gap-3 text-sm">
<span className="bg-gray-100 text-gray-800 px-2 py-0.5 rounded-full font-medium">
Claim #{payment.claimId.toString().padStart(4, "0")}
</span>
<span className="bg-gray-100 text-gray-800 px-2 py-0.5 rounded-full font-medium">
Service Date:{" "}
{formatDateToHumanReadable(payment.claim.serviceDate)}
</span>
</div>
</div>
{/* Payment Summary + Metadata */}
<div className="grid grid-cols-1 md:grid-cols-2 gap-6">
{/* Payment Info */}
<div>
<h4 className="font-semibold text-gray-900">Payment Info</h4>
<div className="mt-2 space-y-1 text-sm">
<p>
<span className="text-gray-500">Total Billed:</span>{" "}
<span className="font-medium">
${Number(payment.totalBilled || 0).toFixed(2)}
</span>
</p>
<p>
<span className="text-gray-500">Total Paid:</span>{" "}
<span className="font-medium text-green-600">
${Number(payment.totalPaid || 0).toFixed(2)}
</span>
</p>
<p>
<span className="text-gray-500">Total Due:</span>{" "}
<span className="font-medium text-red-600">
${Number(payment.totalDue || 0).toFixed(2)}
</span>
</p>
{/* Status Selector */}
<div className="pt-3">
<label className="block text-sm text-gray-600 mb-1">
Payment Status
</label>
<Select
value={paymentStatus}
onValueChange={(value: PaymentStatus) =>
setPaymentStatus(value)
}
>
<SelectTrigger>
<SelectValue />
</SelectTrigger>
<SelectContent>
{paymentStatusOptions.map((status) => (
<SelectItem key={status} value={status}>
{status}
</SelectItem>
))}
</SelectContent>
</Select>
</div>
<Button
size="sm"
disabled={isUpdatingStatus}
onClick={() =>
payment && onUpdateStatus(payment.id, paymentStatus)
}
>
{isUpdatingStatus ? "Updating..." : "Update Status"}
</Button>
</div>
</div>
{/* Metadata */}
<div>
<h4 className="font-semibold text-gray-900">Metadata</h4>
<div className="mt-2 space-y-1 text-sm">
<p>
<span className="text-gray-500">Created At:</span>{" "}
{payment.createdAt
? formatDateToHumanReadable(payment.createdAt)
: "N/A"}
</p>
<p>
<span className="text-gray-500">Last Updated At:</span>{" "}
{payment.updatedAt
? formatDateToHumanReadable(payment.updatedAt)
: "N/A"}
</p>
</div>
</div>
</div>
{/* Service Lines Payments */}
<div>
<h4 className="font-medium text-gray-900 pt-4">Service Lines</h4>
<div className="mt-3 space-y-4">
{payment.claim.serviceLines.length > 0 ? (
payment.claim.serviceLines.map((line) => {
const isExpanded = expandedLineId === line.id;
return (
<div
key={line.id}
className="border border-gray-200 p-4 rounded-xl bg-white shadow-sm hover:shadow-md transition-shadow duration-200"
>
{/* Top Info */}
<div className="grid grid-cols-2 sm:grid-cols-3 gap-2">
<p>
<span className="text-gray-500">Procedure Code:</span>{" "}
<span className="font-medium">
{line.procedureCode}
</span>
</p>
<p>
<span className="text-gray-500">Billed:</span>{" "}
<span className="font-semibold">
${Number(line.totalBilled || 0).toFixed(2)}
</span>
</p>
<p>
<span className="text-gray-500">Paid:</span>{" "}
<span className="font-semibold text-green-600">
${Number(line.totalPaid || 0).toFixed(2)}
</span>
</p>
<p>
<span className="text-gray-500">Adjusted:</span>{" "}
<span className="font-semibold text-yellow-600">
${Number(line.totalAdjusted || 0).toFixed(2)}
</span>
</p>
<p>
<span className="text-gray-500">Due:</span>{" "}
<span className="font-semibold text-red-600">
${Number(line.totalDue || 0).toFixed(2)}
</span>
</p>
</div>
{/* Action Buttons */}
<div className="pt-4 flex flex-wrap gap-2">
<Button
variant="outline"
size="sm"
onClick={() => handleEditServiceLine(line.id)}
>
{isExpanded ? "Cancel" : "Pay Partially"}
</Button>
<Button
variant="default"
size="sm"
onClick={() => handlePayFullDue(line)}
>
Pay Full Due
</Button>
</div>
{/* Expanded Partial Payment Form */}
{isExpanded && (
<div className="mt-4 p-4 border-t border-gray-200 bg-gray-50 rounded-lg space-y-4">
<div className="space-y-1">
<label className="text-sm font-medium">
Paid Amount
</label>
<Input
type="number"
step="0.01"
placeholder="Paid Amount"
defaultValue={formState.paidAmount}
onChange={(e) =>
updateField(
"paidAmount",
parseFloat(e.target.value)
)
}
/>
</div>
<div className="space-y-1">
<label className="text-sm font-medium">
Adjusted Amount
</label>
<Input
type="number"
step="0.01"
placeholder="Adjusted Amount"
defaultValue={formState.adjustedAmount}
onChange={(e) =>
updateField(
"adjustedAmount",
parseFloat(e.target.value)
)
}
/>
</div>
<div className="space-y-1">
<label className="text-sm font-medium">
Payment Method
</label>
<Select
value={formState.method}
onValueChange={(value: PaymentMethod) =>
setFormState((prev) => ({
...prev,
method: value,
}))
}
>
<SelectTrigger>
<SelectValue placeholder="Select a payment method" />
</SelectTrigger>
<SelectContent>
{paymentMethodOptions.map((methodOption) => (
<SelectItem
key={methodOption}
value={methodOption}
>
{methodOption}
</SelectItem>
))}
</SelectContent>
</Select>
</div>
<DateInput
label="Received Date"
value={
formState.receivedDate
? parseLocalDate(formState.receivedDate)
: null
}
onChange={(date) => {
if (date) {
const localDate = formatLocalDate(date);
updateField("receivedDate", localDate);
} else {
updateField("receivedDate", null);
}
}}
disableFuture
/>
<div className="space-y-1">
<label className="text-sm font-medium">
Payer Name
</label>
<Input
type="text"
placeholder="Payer Name"
value={formState.payerName}
onChange={(e) =>
updateField("payerName", e.target.value)
}
/>
</div>
<div className="space-y-1">
<label className="text-sm font-medium">Notes</label>
<Input
type="text"
placeholder="Notes"
onChange={(e) =>
updateField("notes", e.target.value)
}
/>
</div>
<Button
size="sm"
disabled={isUpdatingServiceLine}
onClick={() => handleSavePayment()}
>
{isUpdatingStatus ? "Updating..." : "Update"}
</Button>
</div>
)}
</div>
);
})
) : (
<p className="text-gray-500">No service lines available.</p>
)}
</div>
</div>
{/* Transactions Overview */}
<div>
<h4 className="font-medium text-gray-900 pt-6">All Transactions</h4>
<div className="mt-4 space-y-3">
{payment.serviceLineTransactions.length > 0 ? (
payment.serviceLineTransactions.map((tx) => (
<div
key={tx.id}
className="border border-gray-200 p-4 rounded-xl bg-white shadow-sm hover:shadow-md transition-shadow duration-200"
>
<div className="grid grid-cols-1 md:grid-cols-2 gap-x-6 gap-y-2">
{/* Transaction ID */}
{tx.id && (
<p>
<span className="text-gray-500">Transaction ID:</span>{" "}
<span className="font-medium">{tx.id}</span>
</p>
)}
{/* Procedure Code */}
{tx.serviceLine?.procedureCode && (
<p>
<span className="text-gray-500">Procedure Code:</span>{" "}
<span className="font-medium">
{tx.serviceLine.procedureCode}
</span>
</p>
)}
{/* Paid Amount */}
<p>
<span className="text-gray-500">Paid Amount:</span>{" "}
<span className="font-semibold text-green-600">
${Number(tx.paidAmount).toFixed(2)}
</span>
</p>
{/* Adjusted Amount */}
{Number(tx.adjustedAmount) > 0 && (
<p>
<span className="text-gray-500">
Adjusted Amount:
</span>{" "}
<span className="font-semibold text-yellow-600">
${Number(tx.adjustedAmount).toFixed(2)}
</span>
</p>
)}
{/* Date */}
<p>
<span className="text-gray-500">Date:</span>{" "}
<span>
{formatDateToHumanReadable(tx.receivedDate)}
</span>
</p>
{/* Method */}
<p>
<span className="text-gray-500">Method:</span>{" "}
<span className="capitalize">{tx.method}</span>
</p>
{/* Payer Name */}
{tx.payerName && tx.payerName.trim() !== "" && (
<p className="md:col-span-2">
<span className="text-gray-500">Payer Name:</span>{" "}
<span>{tx.payerName}</span>
</p>
)}
{/* Notes */}
{tx.notes && tx.notes.trim() !== "" && (
<p className="md:col-span-2">
<span className="text-gray-500">Notes:</span>{" "}
<span>{tx.notes}</span>
</p>
)}
</div>
</div>
))
) : (
<p className="text-gray-500">No transactions recorded.</p>
)}
</div>
</div>
{/* Actions */}
<div className="flex justify-end space-x-2 pt-6">
<Button variant="default" onClick={onClose}>
Close
</Button>
</div>
</div>
</DialogContent>
</Dialog>
);
}