initial commit

This commit is contained in:
2026-04-04 22:13:55 -04:00
commit 5d77e207c9
10181 changed files with 522212 additions and 0 deletions

View File

@@ -0,0 +1,839 @@
import { useState, useEffect, useMemo } from "react";
import { useQuery, useMutation } from "@tanstack/react-query";
import {
Table,
TableBody,
TableCell,
TableHead,
TableHeader,
TableRow,
} from "@/components/ui/table";
import { Button } from "@/components/ui/button";
import {
Edit,
Eye,
Delete,
Clock,
CheckCircle,
AlertCircle,
TrendingUp,
ThumbsDown,
DollarSign,
Ban,
} from "lucide-react";
import { apiRequest, queryClient } from "@/lib/queryClient";
import { useToast } from "@/hooks/use-toast";
import { formatDateToHumanReadable } from "@/utils/dateUtils";
import {
Pagination,
PaginationContent,
PaginationItem,
PaginationLink,
PaginationNext,
PaginationPrevious,
} from "@/components/ui/pagination";
import { Checkbox } from "@/components/ui/checkbox";
import { DeleteConfirmationDialog } from "../ui/deleteDialog";
import LoadingScreen from "../ui/LoadingScreen";
import {
NewTransactionPayload,
PaymentStatus,
PaymentWithExtras,
} from "@repo/db/types";
import EditPaymentModal from "./payment-edit-modal";
import { Avatar, AvatarFallback } from "@/components/ui/avatar";
import { ConfirmationDialog } from "../ui/confirmationDialog";
import { getPageNumbers } from "@/utils/pageNumberGenerator";
interface PaymentApiResponse {
payments: PaymentWithExtras[];
totalCount: number;
}
interface PaymentsRecentTableProps {
allowEdit?: boolean;
allowDelete?: boolean;
allowCheckbox?: boolean;
onSelectPayment?: (payment: PaymentWithExtras | null) => void;
onPageChange?: (page: number) => void;
patientId?: number;
}
// 🔑 exported base key (so others can invalidate all pages/filters)
export const QK_PAYMENTS_RECENT_BASE = ["payments-recent"] as const;
// 🔑 exported helper for specific pages/scopes
export const qkPaymentsRecent = (opts: {
patientId?: number | null;
page: number;
}) =>
opts.patientId
? ([
...QK_PAYMENTS_RECENT_BASE,
"patient",
opts.patientId,
opts.page,
] as const)
: ([...QK_PAYMENTS_RECENT_BASE, "global", opts.page] as const);
export default function PaymentsRecentTable({
allowEdit,
allowDelete,
allowCheckbox,
onSelectPayment,
onPageChange,
patientId,
}: PaymentsRecentTableProps) {
const { toast } = useToast();
const [isEditPaymentOpen, setIsEditPaymentOpen] = useState(false);
const [isDeletePaymentOpen, setIsDeletePaymentOpen] = useState(false);
const [currentPage, setCurrentPage] = useState(1);
const paymentsPerPage = 5;
const offset = (currentPage - 1) * paymentsPerPage;
const [currentPayment, setCurrentPayment] = useState<
PaymentWithExtras | undefined
>(undefined);
const [selectedPaymentId, setSelectedPaymentId] = useState<number | null>(
null
);
const [isRevertOpen, setIsRevertOpen] = useState(false);
const [revertPaymentId, setRevertPaymentId] = useState<number | null>(null);
const handleSelectPayment = (payment: PaymentWithExtras) => {
const isSelected = selectedPaymentId === payment.id;
const newSelectedId = isSelected ? null : payment.id;
setSelectedPaymentId(Number(newSelectedId));
if (onSelectPayment) {
onSelectPayment(isSelected ? null : payment);
}
};
const queryKey = qkPaymentsRecent({
patientId: patientId ?? undefined,
page: currentPage,
});
const {
data: paymentsData,
isLoading,
isError,
} = useQuery<PaymentApiResponse>({
queryKey,
queryFn: async () => {
const endpoint = patientId
? `/api/payments/patient/${patientId}?limit=${paymentsPerPage}&offset=${offset}`
: `/api/payments/recent?limit=${paymentsPerPage}&offset=${offset}`;
const res = await apiRequest("GET", endpoint);
if (!res.ok) {
const errorData = await res.json();
throw new Error(errorData.message || "Failed to fetch payments");
}
return res.json();
},
placeholderData: { payments: [], totalCount: 0 },
});
const updatePaymentMutation = useMutation({
mutationFn: async (data: NewTransactionPayload) => {
const response = await apiRequest(
"PUT",
`/api/payments/${data.paymentId}`,
{
data: data,
}
);
if (!response.ok) {
const error = await response.json();
throw new Error(error.message || "Failed to update Payment");
}
return response.json();
},
onSuccess: async (updated, { paymentId }) => {
toast({
title: "Success",
description: "Payment updated successfully!",
});
// 🔄 refresh this table page
await queryClient.invalidateQueries({
queryKey: QK_PAYMENTS_RECENT_BASE,
});
// Fetch updated payment and set into local state
const refreshedPayment = await apiRequest(
"GET",
`/api/payments/${paymentId}`
).then((res) => res.json());
setCurrentPayment(refreshedPayment); // <-- keep modal in sync
},
onError: (error) => {
toast({
title: "Error",
description: `Update failed: ${error.message}`,
variant: "destructive",
});
},
});
const updatePaymentStatusMutation = useMutation({
mutationFn: async ({
paymentId,
status,
}: {
paymentId: number;
status: PaymentStatus;
}) => {
const response = await apiRequest(
"PATCH",
`/api/payments/${paymentId}/status`,
{
data: { status },
}
);
if (!response.ok) {
const error = await response.json();
throw new Error(error.message || "Failed to update payment status");
}
return response.json();
},
onSuccess: async (updated, { paymentId }) => {
toast({
title: "Success",
description: "Payment Status updated successfully!",
});
await queryClient.invalidateQueries({
queryKey: QK_PAYMENTS_RECENT_BASE,
});
// Fetch updated payment and set into local state
const refreshedPayment = await apiRequest(
"GET",
`/api/payments/${paymentId}`
).then((res) => res.json());
setCurrentPayment(refreshedPayment); // <-- keep modal in sync
},
onError: (error) => {
toast({
title: "Error",
description: `Status update failed: ${error.message}`,
variant: "destructive",
});
},
});
const fullPaymentMutation = useMutation({
mutationFn: async ({
paymentId,
type,
}: {
paymentId: number;
type: "pay" | "revert";
}) => {
const endpoint =
type === "pay"
? `/api/payments/${paymentId}/pay-absolute-full-claim`
: `/api/payments/${paymentId}/revert-full-claim`;
const response = await apiRequest("PUT", endpoint);
if (!response.ok) {
const error = await response.json();
throw new Error(error.message || "Failed to update Payment");
}
return response.json();
},
onSuccess: async () => {
toast({
title: "Success",
description: "Payment updated successfully!",
});
await queryClient.invalidateQueries({
queryKey: QK_PAYMENTS_RECENT_BASE,
});
},
onError: (error: any) => {
toast({
title: "Error",
description: `Operation failed: ${error.message}`,
variant: "destructive",
});
},
});
const handlePayAbsoluteFullDue = (paymentId: number) => {
fullPaymentMutation.mutate({ paymentId, type: "pay" });
};
const handleRevert = () => {
if (!revertPaymentId) return;
fullPaymentMutation.mutate({
paymentId: revertPaymentId,
type: "revert",
});
setRevertPaymentId(null);
setIsRevertOpen(false);
};
const deletePaymentMutation = useMutation({
mutationFn: async (id: number) => {
const res = await apiRequest("DELETE", `/api/payments/${id}`);
return;
},
onSuccess: async () => {
setIsDeletePaymentOpen(false);
await queryClient.invalidateQueries({
queryKey: QK_PAYMENTS_RECENT_BASE,
});
toast({
title: "Deleted",
description: "Payment deleted successfully",
variant: "default",
});
},
onError: (error) => {
toast({
title: "Error",
description: `Failed to delete payment: ${error.message}`,
variant: "destructive",
});
},
});
const handleEditPayment = (payment: PaymentWithExtras) => {
setCurrentPayment(payment);
setIsEditPaymentOpen(true);
};
const handleDeletePayment = (payment: PaymentWithExtras) => {
setCurrentPayment(payment);
setIsDeletePaymentOpen(true);
};
const handleConfirmDeletePayment = async () => {
if (currentPayment) {
if (typeof currentPayment.id === "number") {
deletePaymentMutation.mutate(currentPayment.id);
} else {
toast({
title: "Error",
description: "Selected Payment is missing an ID for deletion.",
variant: "destructive",
});
}
} else {
toast({
title: "Error",
description: "No Payment selected for deletion.",
variant: "destructive",
});
}
};
//VOID and UNVOID Feature
const handleVoid = (paymentId: number) => {
updatePaymentStatusMutation.mutate({ paymentId, status: "VOID" });
};
const handleUnvoid = (paymentId: number) => {
updatePaymentStatusMutation.mutate({ paymentId, status: "PENDING" });
};
const [isVoidOpen, setIsVoidOpen] = useState(false);
const [voidPaymentId, setVoidPaymentId] = useState<number | null>(null);
const [isUnvoidOpen, setIsUnvoidOpen] = useState(false);
const [unvoidPaymentId, setUnvoidPaymentId] = useState<number | null>(null);
const handleConfirmVoid = () => {
if (!voidPaymentId) return;
handleVoid(voidPaymentId);
setVoidPaymentId(null);
setIsVoidOpen(false);
};
const handleConfirmUnvoid = () => {
if (!unvoidPaymentId) return;
handleUnvoid(unvoidPaymentId);
setUnvoidPaymentId(null);
setIsUnvoidOpen(false);
};
// Pagination
useEffect(() => {
if (onPageChange) onPageChange(currentPage);
}, [currentPage, onPageChange]);
useEffect(() => {
setCurrentPage(1);
}, [patientId]);
const totalPages = useMemo(
() => Math.ceil((paymentsData?.totalCount || 0) / paymentsPerPage),
[paymentsData?.totalCount, paymentsPerPage]
);
const startItem = offset + 1;
const endItem = Math.min(
offset + paymentsPerPage,
paymentsData?.totalCount || 0
);
const getName = (p: PaymentWithExtras) =>
p.patient
? `${p.patient.firstName} ${p.patient.lastName}`.trim()
: (p.patientName ?? "Unknown");
const getInitials = (fullName: string) => {
const parts = fullName.trim().split(/\s+/);
const filteredParts = parts.filter((part) => part.length > 0);
if (filteredParts.length === 0) {
return "";
}
const firstInitial = filteredParts[0]!.charAt(0).toUpperCase();
if (filteredParts.length === 1) {
return firstInitial;
} else {
const lastInitial =
filteredParts[filteredParts.length - 1]!.charAt(0).toUpperCase();
return firstInitial + lastInitial;
}
};
const getAvatarColor = (id: number) => {
const colorClasses = [
"bg-blue-500",
"bg-teal-500",
"bg-amber-500",
"bg-rose-500",
"bg-indigo-500",
"bg-green-500",
"bg-purple-500",
];
return colorClasses[id % colorClasses.length];
};
const getStatusInfo = (status?: PaymentStatus) => {
switch (status) {
case "PENDING":
return {
label: "Pending",
color: "bg-yellow-100 text-yellow-800",
icon: <Clock className="h-3 w-3 mr-1" />,
};
case "PARTIALLY_PAID":
return {
label: "Partially Paid",
color: "bg-blue-100 text-blue-800",
icon: <DollarSign className="h-3 w-3 mr-1" />,
};
case "PAID":
return {
label: "Paid",
color: "bg-green-100 text-green-800",
icon: <CheckCircle className="h-3 w-3 mr-1" />,
};
case "OVERPAID":
return {
label: "Overpaid",
color: "bg-purple-100 text-purple-800",
icon: <TrendingUp className="h-3 w-3 mr-1" />,
};
case "DENIED":
return {
label: "Denied",
color: "bg-red-100 text-red-800",
icon: <ThumbsDown className="h-3 w-3 mr-1" />,
};
case "VOID":
return {
label: "Void",
color: "bg-gray-100 text-gray-800",
icon: <Ban className="h-3 w-3 mr-1" />,
};
default:
return {
label: status
? (status as string).charAt(0).toUpperCase() +
(status as string).slice(1).toLowerCase()
: "Unknown",
color: "bg-gray-100 text-gray-800",
icon: <AlertCircle className="h-3 w-3 mr-1" />,
};
}
};
return (
<div className="bg-white shadow rounded-lg overflow-hidden">
<div className="overflow-x-auto">
<Table>
<TableHeader>
<TableRow>
{allowCheckbox && <TableHead>Select</TableHead>}
<TableHead>Payment ID</TableHead>
<TableHead>Claim ID</TableHead>
<TableHead>Patient Name</TableHead>
<TableHead>Amount</TableHead>
<TableHead>Service Date</TableHead>
<TableHead>Status</TableHead>
<TableHead className="text-right">Actions</TableHead>
</TableRow>
</TableHeader>
<TableBody>
{isLoading ? (
<TableRow>
<TableCell
colSpan={6}
className="text-center py-8 text-muted-foreground"
>
<LoadingScreen />
</TableCell>
</TableRow>
) : isError ? (
<TableRow>
<TableCell
colSpan={6}
className="text-center py-8 text-red-500"
>
Error loading payments.
</TableCell>
</TableRow>
) : (paymentsData?.payments?.length ?? 0) === 0 ? (
<TableRow>
<TableCell
colSpan={8}
className="text-center py-8 text-muted-foreground"
>
No payments found
</TableCell>
</TableRow>
) : (
paymentsData?.payments.map((payment) => {
const totalBilled = Number(payment.totalBilled || 0);
const totalPaid = Number(payment.totalPaid || 0);
const totalDue = Number(payment.totalDue || 0);
const displayName = getName(payment);
const submittedOn =
payment.serviceLines?.[0]?.procedureDate ??
payment.claim?.createdAt ??
payment.createdAt ??
payment.serviceLineTransactions?.[0]?.receivedDate ??
null;
return (
<TableRow key={payment.id}>
{allowCheckbox && (
<TableCell>
<Checkbox
checked={selectedPaymentId === payment.id}
onCheckedChange={() => handleSelectPayment(payment)}
/>
</TableCell>
)}
<TableCell>
{typeof payment.id === "number"
? `PAY-${payment.id.toString().padStart(4, "0")}`
: "N/A"}
</TableCell>
<TableCell>
{typeof payment.claimId === "number"
? `CLM-${payment.claimId.toString().padStart(4, "0")}`
: "N/A"}
</TableCell>
<TableCell>
<div className="flex items-center">
<Avatar
className={`h-10 w-10 ${getAvatarColor(Number(payment.id))}`}
>
<AvatarFallback className="text-white">
{getInitials(displayName)}
</AvatarFallback>
</Avatar>
<div className="ml-4">
<div className="text-sm font-medium text-gray-900">
{displayName}
</div>
<div className="text-sm text-gray-500">
PID-{payment.patientId?.toString().padStart(4, "0")}
</div>
</div>
</div>
</TableCell>
{/* 💰 Billed / Paid / Due breakdown */}
<TableCell>
<div className="flex flex-col gap-1">
<span>
<strong>Total Billed:</strong> $
{Number(totalBilled).toFixed(2)}
</span>
<span>
<strong>Total Paid:</strong> ${totalPaid.toFixed(2)}
</span>
<span>
<strong>Total Due:</strong>{" "}
{totalDue > 0 ? (
<span className="text-yellow-600">
${totalDue.toFixed(2)}
</span>
) : (
<span className="text-green-600">Settled</span>
)}
</span>
</div>
</TableCell>
<TableCell>
{formatDateToHumanReadable(submittedOn)}
</TableCell>
<TableCell>
<div className="flex items-center gap-2">
{(() => {
const { label, color, icon } = getStatusInfo(
payment.status
);
return (
<span
className={`px-2 py-1 text-xs font-medium rounded-full ${color}`}
>
<span className="flex items-center">
{icon}
{label}
</span>
</span>
);
})()}
</div>
</TableCell>
<TableCell className="text-right">
<div className="flex justify-end space-x-2">
{allowDelete && (
<Button
onClick={() => {
handleDeletePayment(payment);
}}
className="text-red-600 hover:text-red-900"
aria-label="Delete Payment"
variant="ghost"
size="icon"
>
<Delete />
</Button>
)}
{allowEdit && (
<Button
variant="ghost"
size="icon"
onClick={() => {
handleEditPayment(payment);
}}
className="text-blue-600 hover:text-blue-800 hover:bg-blue-50"
>
<Edit className="h-4 w-4" />
</Button>
)}
{/* When NOT PAID and NOT VOID → Pay in Full + Void */}
{payment.status !== "PAID" &&
payment.status !== "VOID" && (
<>
<Button
variant="warning"
size="sm"
onClick={() =>
handlePayAbsoluteFullDue(payment.id)
}
>
Pay in Full
</Button>
{/* NEW: Void */}
<Button
variant="outline"
size="sm"
onClick={() => {
setVoidPaymentId(payment.id);
setIsVoidOpen(true);
}}
>
Void
</Button>
</>
)}
{/* When PAID → Revert */}
{payment.status === "PAID" && (
<Button
variant="outline"
size="sm"
onClick={() => {
setRevertPaymentId(payment.id);
setIsRevertOpen(true);
}}
>
Revert Full Due
</Button>
)}
{/* When VOID → Unvoid */}
{payment.status === "VOID" && (
<Button
variant="outline"
size="sm"
onClick={() => {
setUnvoidPaymentId(payment.id);
setIsUnvoidOpen(true);
}}
>
Unvoid
</Button>
)}
</div>
</TableCell>
</TableRow>
);
})
)}
</TableBody>
</Table>
</div>
{/* Revert Confirmation Dialog */}
<ConfirmationDialog
isOpen={isRevertOpen}
title="Confirm Revert"
message={`Do you want to revert all Service Line payments for Payment ID: ${revertPaymentId}?`}
confirmLabel="Revert"
confirmColor="bg-yellow-600 hover:bg-yellow-700"
onConfirm={handleRevert}
onCancel={() => setIsRevertOpen(false)}
/>
{/* NEW: Void Confirmation Dialog */}
<ConfirmationDialog
isOpen={isVoidOpen}
title="Confirm Void"
message={`Mark this payment as VOID? It will be excluded from balances and Calculations.`}
confirmLabel="Void"
confirmColor="bg-gray-700 hover:bg-gray-800"
onConfirm={handleConfirmVoid}
onCancel={() => setIsVoidOpen(false)}
/>
{/* NEW: Unvoid Confirmation Dialog */}
<ConfirmationDialog
isOpen={isUnvoidOpen}
title="Confirm Unvoid"
message={`Restore this payment to a normal state (PENDING)?`}
confirmLabel="Unvoid"
confirmColor="bg-blue-600 hover:bg-blue-700"
onConfirm={handleConfirmUnvoid}
onCancel={() => setIsUnvoidOpen(false)}
/>
<DeleteConfirmationDialog
isOpen={isDeletePaymentOpen}
onConfirm={handleConfirmDeletePayment}
onCancel={() => setIsDeletePaymentOpen(false)}
entityName={`PaymentID : ${currentPayment?.id}`}
/>
{isEditPaymentOpen && currentPayment && (
<EditPaymentModal
isOpen={isEditPaymentOpen}
onOpenChange={(open) => setIsEditPaymentOpen(open)}
onClose={() => setIsEditPaymentOpen(false)}
payment={currentPayment}
onEditServiceLine={(updatedPayment) => {
updatePaymentMutation.mutate(updatedPayment);
}}
isUpdatingServiceLine={updatePaymentMutation.isPending}
onUpdateStatus={(paymentId, status) => {
updatePaymentStatusMutation.mutate({ paymentId, status });
}}
isUpdatingStatus={updatePaymentStatusMutation.isPending}
/>
)}
{/* Pagination */}
{totalPages > 1 && (
<div className="bg-white px-4 py-3 border-t border-gray-200">
<div className="flex flex-col sm:flex-row sm:items-center sm:justify-between">
<div className="text-sm text-muted-foreground mb-2 sm:mb-0 whitespace-nowrap">
Showing {startItem}{endItem} of {paymentsData?.totalCount || 0}{" "}
results
</div>
<Pagination>
<PaginationContent>
<PaginationItem>
<PaginationPrevious
href="#"
onClick={(e) => {
e.preventDefault();
if (currentPage > 1) setCurrentPage(currentPage - 1);
}}
className={
currentPage === 1 ? "pointer-events-none opacity-50" : ""
}
/>
</PaginationItem>
{getPageNumbers(currentPage, totalPages).map((page, idx) => (
<PaginationItem key={idx}>
{page === "..." ? (
<span className="px-2 text-gray-500">...</span>
) : (
<PaginationLink
href="#"
onClick={(e) => {
e.preventDefault();
setCurrentPage(page as number);
}}
isActive={currentPage === page}
>
{page}
</PaginationLink>
)}
</PaginationItem>
))}
<PaginationItem>
<PaginationNext
href="#"
onClick={(e) => {
e.preventDefault();
if (currentPage < totalPages)
setCurrentPage(currentPage + 1);
}}
className={
currentPage === totalPages
? "pointer-events-none opacity-50"
: ""
}
/>
</PaginationItem>
</PaginationContent>
</Pagination>
</div>
</div>
)}
</div>
);
}