feat: add provider column, commission tracking, and report provider filter

- Claims & Payments: save npiProviderId when submitting MH claim; sync between claim and payment on update
- Claims table: add Provider column showing rendering provider name
- Payments table: add Provider column + purple Commissioned badge on status
- Claim edit modal: add Rendering Provider dropdown (defaults to Mary Scannell)
- Payment edit modal: add Rendering Provider dropdown + Commissioned metadata display
- Reports page: add Provider filter dropdown (dynamic from NPI providers settings)
- Reports page: remove Collections by Doctor report type and Select Doctor dropdown
- Commission section: new section in reports page with date range + provider filter, shows eligible paid claims/payments per provider, multi-select checkboxes, Pay Commission modal with print + save, marks payments as commissioned so they are excluded from future cycles
- DB: add CommissionBatch and CommissionBatchItem tables; backfill Payment.npiProviderId from linked claims
- Backend: PATCH /api/payments/:id/provider syncs to linked claim; PUT /api/claims/:id syncs to linked payment; new /api/commissions routes

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
Gitead
2026-05-15 23:51:39 -04:00
parent 25a20e8a16
commit 7360b1930b
366 changed files with 10822 additions and 388 deletions

View File

@@ -152,6 +152,8 @@ model NpiProvider {
user User @relation(fields: [userId], references: [id], onDelete: Cascade)
claims Claim[]
payments Payment[]
commissionBatches CommissionBatch[]
appointmentProcedures AppointmentProcedure[]
@@unique([userId, npiNumber])
@@ -333,6 +335,7 @@ model Payment {
patientId Int
userId Int
updatedById Int?
npiProviderId Int?
totalBilled Decimal @db.Decimal(10, 2)
totalPaid Decimal @default(0.00) @db.Decimal(10, 2)
totalAdjusted Decimal @default(0.00) @db.Decimal(10, 2)
@@ -349,8 +352,10 @@ model Payment {
claim Claim? @relation(fields: [claimId], references: [id], onDelete: Cascade)
patient Patient @relation(fields: [patientId], references: [id], onDelete: Cascade)
updatedBy User? @relation("PaymentUpdatedBy", fields: [updatedById], references: [id])
npiProvider NpiProvider? @relation(fields: [npiProviderId], references: [id])
serviceLineTransactions ServiceLineTransaction[]
serviceLines ServiceLine[]
commissionBatchItems CommissionBatchItem[]
@@index([claimId])
@@index([patientId])
@@ -650,3 +655,31 @@ model PatientConversation {
@@map("patient_conversation")
}
// Commission tracking
model CommissionBatch {
id Int @id @default(autoincrement())
npiProviderId Int
totalCollection Decimal @db.Decimal(14, 2)
commissionAmount Decimal @db.Decimal(14, 2)
notes String?
createdAt DateTime @default(now())
npiProvider NpiProvider @relation(fields: [npiProviderId], references: [id])
items CommissionBatchItem[]
@@index([npiProviderId])
}
model CommissionBatchItem {
id Int @id @default(autoincrement())
commissionBatchId Int
paymentId Int
collectionAmount Decimal @db.Decimal(14, 2)
commissionBatch CommissionBatch @relation(fields: [commissionBatchId], references: [id], onDelete: Cascade)
payment Payment @relation(fields: [paymentId], references: [id])
@@unique([commissionBatchId, paymentId])
@@index([paymentId])
}