Files
DentalManagementMH05/apps/Frontend/src/pages/payments-page.tsx
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

353 lines
12 KiB
TypeScript
Executable File

import { useEffect, useRef, useState } from "react";
import {
Card,
CardHeader,
CardTitle,
CardContent,
CardDescription,
} from "@/components/ui/card";
import { Button } from "@/components/ui/button";
import { DollarSign, CalendarIcon } from "lucide-react";
import {
Select,
SelectContent,
SelectItem,
SelectTrigger,
SelectValue,
} from "@/components/ui/select";
import {
Popover,
PopoverContent,
PopoverTrigger,
} from "@/components/ui/popover";
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";
import { toast } from "@/hooks/use-toast";
import PaymentEditModal from "@/components/payments/payment-edit-modal";
export default function PaymentsPage() {
const [paymentPeriod, setPaymentPeriod] = useState<string>("all-time");
// Check Payments Online date range
const [mhFromDate, setMhFromDate] = useState<Date | undefined>(undefined);
const [mhToDate, setMhToDate] = useState<Date | undefined>(undefined);
const [fromCalendarOpen, setFromCalendarOpen] = useState(false);
const [toCalendarOpen, setToCalendarOpen] = useState(false);
// for auto-open from appointment redirect
const [location] = useLocation();
const [initialPatientForModal, setInitialPatientForModal] =
useState<Patient | null>(null);
const [openPatientModalFromAppointment, setOpenPatientModalFromAppointment] =
useState(false);
// Payment edit modal state (opens directly when ?paymentId=)
const [paymentIdToEdit, setPaymentIdToEdit] = useState<number | null>(null);
const [isEditModalOpen, setIsEditModalOpen] = useState(false);
// small helper: remove query params silently
const clearUrlParams = (params: string[]) => {
try {
const url = new URL(window.location.href);
let changed = false;
for (const p of params) {
if (url.searchParams.has(p)) {
url.searchParams.delete(p);
changed = true;
}
}
if (changed)
window.history.replaceState({}, document.title, url.toString());
} catch (e) {
// ignore
}
};
// case1: If payments page is opened via appointment-page, /payments?appointmentId=123 -> fetch patient and open modal
useEffect(() => {
const params = new URLSearchParams(window.location.search);
const appointmentIdParam = params.get("appointmentId");
if (!appointmentIdParam) return;
const appointmentId = Number(appointmentIdParam);
if (!Number.isFinite(appointmentId) || appointmentId <= 0) return;
let cancelled = false;
(async () => {
try {
const res = await apiRequest(
"GET",
`/api/appointments/${appointmentId}/patient`
);
if (!res.ok) {
let body: any = null;
try {
body = await res.json();
} catch {}
if (!cancelled) {
toast({
title: "Failed to load patient",
description:
body?.message ??
body?.error ??
`Could not fetch patient for appointment ${appointmentId}.`,
variant: "destructive",
});
}
return;
}
const data = await res.json();
const patient = data?.patient ?? data;
if (!cancelled && patient && patient.id) {
setInitialPatientForModal(patient as Patient);
setOpenPatientModalFromAppointment(true);
// remove query param so reload won't re-open
clearUrlParams(["appointmentId"]);
}
} catch (err) {
if (!cancelled) {
console.error("Error fetching patient for appointment:", err);
}
}
})();
return () => {
cancelled = true;
};
}, [location]);
// NEW: detect paymentId query param -> open edit modal (modal will fetch by id)
useEffect(() => {
const params = new URLSearchParams(window.location.search);
const paymentIdParam = params.get("paymentId");
if (!paymentIdParam) return;
const paymentId = Number(paymentIdParam);
if (!Number.isFinite(paymentId) || paymentId <= 0) return;
// Open modal with paymentId and clear params
setPaymentIdToEdit(paymentId);
setIsEditModalOpen(true);
clearUrlParams(["paymentId", "patientId"]);
}, [location]);
return (
<div>
{/* Header */}
<div className="container mx-auto space-y-6">
<div className="flex justify-between items-center">
<div>
<h1 className="text-3xl font-bold tracking-tight">Payments</h1>
<p className="text-muted-foreground">
Manage patient payments and outstanding balances
</p>
</div>
</div>
</div>
<div className="flex flex-col md:flex-row md:items-center md:justify-between mt-4 mb-6">
<div className="mt-4 md:mt-0 flex items-center space-x-2">
<Select
defaultValue="all-time"
onValueChange={(value) => setPaymentPeriod(value)}
>
<SelectTrigger className="w-[180px]">
<SelectValue placeholder="Select period" />
</SelectTrigger>
<SelectContent>
<SelectItem value="all-time">All Time</SelectItem>
<SelectItem value="this-month">This Month</SelectItem>
<SelectItem value="last-month">Last Month</SelectItem>
<SelectItem value="last-90-days">Last 90 Days</SelectItem>
<SelectItem value="this-year">This Year</SelectItem>
</SelectContent>
</Select>
</div>
</div>
{/* Payment Summary Cards */}
<div className="grid grid-cols-1 md:grid-cols-3 gap-4 mb-6">
<Card>
<CardHeader className="pb-2">
<CardTitle className="text-sm font-medium text-gray-500">
Outstanding Balance
</CardTitle>
</CardHeader>
<CardContent>
<div className="flex items-center">
<DollarSign className="h-5 w-5 text-yellow-500 mr-2" />
<div className="text-2xl font-bold">$0</div>
</div>
<p className="text-xs text-gray-500 mt-1">
From 0 outstanding invoices
</p>
</CardContent>
</Card>
<Card>
<CardHeader className="pb-2">
<CardTitle className="text-sm font-medium text-gray-500">
Payments Collected
</CardTitle>
</CardHeader>
<CardContent>
<div className="flex items-center">
<DollarSign className="h-5 w-5 text-green-500 mr-2" />
<div className="text-2xl font-bold">${0}</div>
</div>
<p className="text-xs text-gray-500 mt-1">
From 0 completed payments
</p>
</CardContent>
</Card>
<Card>
<CardHeader className="pb-2">
<CardTitle className="text-sm font-medium text-gray-500">
Pending Payments
</CardTitle>
</CardHeader>
<CardContent>
<div className="flex items-center">
<DollarSign className="h-5 w-5 text-blue-500 mr-2" />
<div className="text-2xl font-bold">$0</div>
</div>
<p className="text-xs text-gray-500 mt-1">
From 0 pending transactions
</p>
</CardContent>
</Card>
</div>
{/* Check Payments Online */}
<Card className="mb-6">
<CardHeader>
<CardTitle>Check Payments Online</CardTitle>
<CardDescription>
Select a date range and check MH payment status online
</CardDescription>
</CardHeader>
<CardContent>
<div className="flex flex-wrap items-center gap-4">
{/* From date picker */}
<div className="flex items-center gap-2">
<span className="text-sm font-medium text-gray-600 whitespace-nowrap">From:</span>
<Popover open={fromCalendarOpen} onOpenChange={setFromCalendarOpen}>
<PopoverTrigger asChild>
<Button
variant="outline"
className="w-[160px] justify-start text-left font-normal"
>
<CalendarIcon className="mr-2 h-4 w-4 text-gray-400" />
{mhFromDate
? mhFromDate.toLocaleDateString("en-US", { month: "short", day: "numeric", year: "numeric" })
: <span className="text-muted-foreground">Pick a date</span>}
</Button>
</PopoverTrigger>
<PopoverContent className="w-auto p-0" align="start">
<Calendar
mode="single"
selected={mhFromDate}
onSelect={(d) => {
setMhFromDate(d);
setFromCalendarOpen(false);
}}
onClose={() => setFromCalendarOpen(false)}
/>
</PopoverContent>
</Popover>
</div>
{/* To date picker */}
<div className="flex items-center gap-2">
<span className="text-sm font-medium text-gray-600 whitespace-nowrap">To:</span>
<Popover open={toCalendarOpen} onOpenChange={setToCalendarOpen}>
<PopoverTrigger asChild>
<Button
variant="outline"
className="w-[160px] justify-start text-left font-normal"
>
<CalendarIcon className="mr-2 h-4 w-4 text-gray-400" />
{mhToDate
? mhToDate.toLocaleDateString("en-US", { month: "short", day: "numeric", year: "numeric" })
: <span className="text-muted-foreground">Pick a date</span>}
</Button>
</PopoverTrigger>
<PopoverContent className="w-auto p-0" align="start">
<Calendar
mode="single"
selected={mhToDate}
onSelect={(d) => {
setMhToDate(d);
setToCalendarOpen(false);
}}
onClose={() => setToCalendarOpen(false)}
/>
</PopoverContent>
</Popover>
</div>
{/* Check All MH Payment button */}
<Button
variant="default"
onClick={() => {
// Logic to be defined later
}}
>
Check All MH Payment
</Button>
</div>
</CardContent>
</Card>
{/* Recent Payments table */}
<Card>
<CardHeader>
<CardTitle>Payment's Records</CardTitle>
<CardDescription>
View and manage all recents patient's claims payments
</CardDescription>
</CardHeader>
<CardContent>
<PaymentsRecentTable allowEdit allowDelete allowCheckbox />
</CardContent>
</Card>
{/* Recent Payments by Patients*/}
<PaymentsOfPatientModal
initialPatient={initialPatientForModal}
openInitially={openPatientModalFromAppointment}
onClose={() => {
// reset the local flags when modal is closed
setOpenPatientModalFromAppointment(false);
setInitialPatientForModal(null);
}}
/>
{/* Upload Payment Documents Section */}
<PaymentUploadDocumentsBlock />
{/* OCR Image Upload Section*/}
<PaymentOCRBlock />
{/* Payment Edit Modal — modal will fetch payment by id and handle its own save/update */}
<PaymentEditModal
isOpen={isEditModalOpen}
onOpenChange={(v) => setIsEditModalOpen(v)}
onClose={() => {
setIsEditModalOpen(false);
setPaymentIdToEdit(null);
}}
paymentId={paymentIdToEdit}
/>
</div>
);
}