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>

apps/Backend/src/routes/claims.ts

@@ -1063,6 +1063,16 @@ router.put("/:id", async (req: Request, res: Response): Promise<any> => {
       ...(req.body.npiProviderId ? { npiProviderId: Number(req.body.npiProviderId) } : {}),
     });
     const updatedClaim = await storage.updateClaim(claimId, claimData);
+
+    // Propagate provider change to the linked payment so both stay in sync
+    if (req.body.npiProviderId) {
+      const { prisma: db } = await import("@repo/db/client");
+      await db.payment.updateMany({
+        where: { claimId },
+        data: { npiProviderId: Number(req.body.npiProviderId) },
+      });
+    }
+
     res.json(updatedClaim);
   } catch (error) {
     if (error instanceof z.ZodError) {

apps/Backend/src/routes/commissions.ts

@@ -0,0 +1,81 @@
+import { Router } from "express";
+import type { Request, Response } from "express";
+import { storage } from "../storage";
+
+const router = Router();
+
+/** GET /api/commissions/eligible
+ * Query: npiProviderId (required), from?, to?
+ */
+router.get("/eligible", async (req: Request, res: Response): Promise<any> => {
+  try {
+    const npiProviderId = Number(req.query.npiProviderId);
+    if (!npiProviderId || !Number.isFinite(npiProviderId)) {
+      return res.status(400).json({ message: "npiProviderId is required" });
+    }
+
+    const from = req.query.from ? new Date(String(req.query.from)) : null;
+    const to = req.query.to ? new Date(String(req.query.to)) : null;
+
+    if (req.query.from && isNaN(from!.getTime()))
+      return res.status(400).json({ message: "Invalid 'from' date" });
+    if (req.query.to && isNaN(to!.getTime()))
+      return res.status(400).json({ message: "Invalid 'to' date" });
+
+    const payments = await storage.getEligiblePayments(npiProviderId, from, to);
+    return res.json(payments);
+  } catch (err: any) {
+    console.error("GET /api/commissions/eligible error:", err);
+    return res.status(500).json({ message: err?.message ?? "Failed to fetch eligible payments" });
+  }
+});
+
+/** GET /api/commissions/batches
+ * Query: npiProviderId? (optional filter)
+ */
+router.get("/batches", async (req: Request, res: Response): Promise<any> => {
+  try {
+    const npiProviderId = req.query.npiProviderId
+      ? Number(req.query.npiProviderId)
+      : undefined;
+    const batches = await storage.getCommissionBatches(npiProviderId);
+    return res.json(batches);
+  } catch (err: any) {
+    console.error("GET /api/commissions/batches error:", err);
+    return res.status(500).json({ message: err?.message ?? "Failed to fetch commission batches" });
+  }
+});
+
+/** POST /api/commissions
+ * Body: { npiProviderId, paymentIds[], totalCollection, commissionAmount, notes? }
+ */
+router.post("/", async (req: Request, res: Response): Promise<any> => {
+  try {
+    const userId = req.user?.id;
+    if (!userId) return res.status(401).json({ message: "Unauthorized" });
+
+    const { npiProviderId, paymentIds, totalCollection, commissionAmount, notes } = req.body;
+
+    if (!npiProviderId || !Array.isArray(paymentIds) || paymentIds.length === 0) {
+      return res.status(400).json({ message: "npiProviderId and at least one paymentId are required" });
+    }
+    if (typeof totalCollection !== "number" || typeof commissionAmount !== "number") {
+      return res.status(400).json({ message: "totalCollection and commissionAmount must be numbers" });
+    }
+
+    const batch = await storage.createCommissionBatch({
+      npiProviderId: Number(npiProviderId),
+      paymentIds: paymentIds.map(Number),
+      totalCollection,
+      commissionAmount,
+      notes: notes ?? undefined,
+    });
+
+    return res.status(201).json(batch);
+  } catch (err: any) {
+    console.error("POST /api/commissions error:", err);
+    return res.status(500).json({ message: err?.message ?? "Failed to create commission batch" });
+  }
+});
+
+export default router;

apps/Backend/src/routes/index.ts

@@ -31,6 +31,7 @@ import officeHoursRoutes from "./office-hours";
 import officeContactRoutes from "./office-contact";
 import procedureTimeslotRoutes from "./procedure-timeslot";
 import insuranceContactsRoutes from "./insurance-contacts";
+import commissionsRoutes from "./commissions";
 
 const router = Router();
 
@@ -66,5 +67,6 @@ router.use("/office-hours", officeHoursRoutes);
 router.use("/office-contact", officeContactRoutes);
 router.use("/procedure-timeslot", procedureTimeslotRoutes);
 router.use("/insurance-contacts", insuranceContactsRoutes);
+router.use("/commissions", commissionsRoutes);
 
 export default router;

apps/Backend/src/routes/payments-reports.ts

@@ -17,8 +17,11 @@ router.get("/summary", async (req: Request, res: Response): Promise<any> => {
     if (req.query.to && isNaN(to?.getTime() ?? NaN))
       return res.status(400).json({ message: "Invalid 'to' date" });
 
-    const summary = await storage.getSummary(from, to);
-    res.json(summary);
+    const npiProviderId = req.query.npiProviderId
+      ? Number(req.query.npiProviderId)
+      : null;
+
+    const summary = await storage.getSummary(from, to, npiProviderId);
   } catch (err: any) {
     console.error(
       "GET /api/payments-reports/summary error:",
@@ -60,11 +63,16 @@ router.get(
         return res.status(400).json({ message: "Invalid 'to' date" });
       }
 
+      const npiProviderId = req.query.npiProviderId
+        ? Number(req.query.npiProviderId)
+        : null;
+
       const data = await storage.getPatientsWithBalances(
         limit,
         cursor,
         from,
-        to
+        to,
+        npiProviderId
       );
       // returns { balances, totalCount, nextCursor, hasMore }
       res.json(data);
@@ -126,13 +134,18 @@ router.get(
         return res.status(400).json({ message: "Invalid 'to' date" });
       }
 
+      const npiProviderId = req.query.npiProviderId
+        ? Number(req.query.npiProviderId)
+        : null;
+
       // use the new storage method that returns only the paged balances
       const balancesResult = await storage.getPatientsBalancesByDoctor(
         staffId,
         limit,
         cursor,
         from,
-        to
+        to,
+        npiProviderId
       );
 
       res.json({
@@ -192,8 +205,12 @@ router.get(
         return res.status(400).json({ message: "Invalid 'to' date" });
       }
 
+      const npiProviderId = req.query.npiProviderId
+        ? Number(req.query.npiProviderId)
+        : null;
+
       // use the new storage method that returns only the summary for the staff
-      const summary = await storage.getSummaryByDoctor(staffId, from, to);
+      const summary = await storage.getSummaryByDoctor(staffId, from, to, npiProviderId);
 
       res.json(summary);
     } catch (err: any) {

apps/Backend/src/routes/payments.ts

@@ -200,10 +200,17 @@ router.post("/:claimId", async (req: Request, res: Response): Promise<any> => {
 
     const claimId = parseIntOrError(req.params.claimId, "Claim ID");
 
+    // Inherit npiProviderId from the linked claim so commission queries work
+    const linkedClaim = await prisma.claim.findUnique({
+      where: { id: claimId },
+      select: { npiProviderId: true },
+    });
+
     const validated = insertPaymentSchema.safeParse({
       ...req.body,
       claimId,
       userId,
+      ...(linkedClaim?.npiProviderId ? { npiProviderId: linkedClaim.npiProviderId } : {}),
     });
 
     if (!validated.success) {
@@ -427,6 +434,48 @@ router.patch(
   }
 );
 
+// PATCH /api/payments/:id/provider
+router.patch(
+  "/:id/provider",
+  async (req: Request, res: Response): Promise<any> => {
+    try {
+      const userId = req.user?.id;
+      if (!userId) return res.status(401).json({ message: "Unauthorized" });
+
+      const paymentId = parseIntOrError(req.params.id, "Payment ID");
+      const { npiProviderId } = req.body;
+
+      const existing = await storage.getPayment(paymentId);
+      if (!existing) return res.status(404).json({ message: "Payment not found" });
+
+      // Update payment and linked claim atomically so the claims form
+      // picks up the new provider when it prefills from the existing claim.
+      const ops: Parameters<typeof prisma.$transaction>[0] = [
+        prisma.payment.update({
+          where: { id: paymentId },
+          data: { npiProviderId: npiProviderId ?? null, updatedById: userId },
+          include: { npiProvider: true },
+        }),
+      ];
+
+      if (existing.claimId) {
+        ops.push(
+          prisma.claim.update({
+            where: { id: existing.claimId },
+            data: { npiProviderId: npiProviderId ?? null },
+          }) as any
+        );
+      }
+
+      const [updated] = await prisma.$transaction(ops);
+      return res.json(updated);
+    } catch (err: unknown) {
+      const message = err instanceof Error ? err.message : "Failed to update provider";
+      return res.status(500).json({ message });
+    }
+  }
+);
+
 // PATCH /api/payments/:id/mh-paid-amount
 router.patch(
   "/:id/mh-paid-amount",