Commit Graph

4 Commits

Author SHA1 Message Date
Gitead
dd0df4a435 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>
2026-05-07 12:53:50 -04:00
Gitead
8c162d7040 feat: add Check Payments Online section and multi-select checkboxes on payments page
- Added Check Payments Online card above Payment's Records with From/To date pickers and Check All MH Payment button (logic TBD)
- Added multi-select checkboxes to each payment record row with select-all header checkbox
- When records are checked, a Check MH Payment action bar appears with count and clear option (logic TBD)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-06 07:54:24 -04:00
ff
b9a7ddb6d7 feat: move Payment Document OCR section to bottom of payments page
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-10 20:24:06 -04:00
5d77e207c9 initial commit 2026-04-04 22:13:55 -04:00