feat: payment PDF extraction, import, and remittance tracking

- Add Upload Payment Documents section with Extract & Download (Excel)
  and Extract & Import (database) buttons
- PDF extractor (pdfplumber) parses MassHealth RA PDFs: two-pass
  strategy joins summary-page ICN/patient map with detail-page
  procedure data (CDT code, paid code, tooth, date, allowed amount)
- RA cover-page summary (Payee ID, RA #, Payment Amount, etc.)
  included as separate Excel sheet; numeric values written as numbers
- Backend PDF import route groups rows by Member #, finds/creates
  patient, creates Payment + ServiceLines with ICN per procedure
- Add icn, paidCode, allowedAmount fields to ServiceLine schema
- Payments table: status simplified to Paid in Full / Balance;
  adjustment auto-computed on mhPaidAmount/copayment change;
  Paid in Full and Revert buttons with confirmation dialogs
- Edit Payment modal: shows ICN, Paid Code, Allowed Amount per line
- PDF Import badge distinguishes from OCR imports in payments table

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
Gitead
2026-05-07 12:53:50 -04:00
parent e204d30ff6
commit dd0df4a435
76 changed files with 1570 additions and 96 deletions

View File

@@ -24,6 +24,7 @@ import { Calendar } from "@/components/ui/calendar";
import PaymentsRecentTable from "@/components/payments/payments-recent-table";
import PaymentsOfPatientModal from "@/components/payments/payments-of-patient-table";
import PaymentOCRBlock from "@/components/payments/payment-ocr-block";
import PaymentUploadDocumentsBlock from "@/components/payments/payment-upload-documents-block";
import { useLocation } from "wouter";
import { Patient, PaymentWithExtras } from "@repo/db/types";
import { apiRequest } from "@/lib/queryClient";
@@ -330,6 +331,9 @@ export default function PaymentsPage() {
}}
/>
{/* Upload Payment Documents Section */}
<PaymentUploadDocumentsBlock />
{/* OCR Image Upload Section*/}
<PaymentOCRBlock />