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>
This commit is contained in:
Gitead
2026-05-15 23:51:39 -04:00
parent 25a20e8a16
commit 7360b1930b
366 changed files with 10822 additions and 388 deletions

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@@ -292,6 +292,7 @@ exports.Prisma.PaymentScalarFieldEnum = {
patientId: 'patientId',
userId: 'userId',
updatedById: 'updatedById',
npiProviderId: 'npiProviderId',
totalBilled: 'totalBilled',
totalPaid: 'totalPaid',
totalAdjusted: 'totalAdjusted',
@@ -471,6 +472,22 @@ exports.Prisma.PatientConversationScalarFieldEnum = {
updatedAt: 'updatedAt'
};
exports.Prisma.CommissionBatchScalarFieldEnum = {
id: 'id',
npiProviderId: 'npiProviderId',
totalCollection: 'totalCollection',
commissionAmount: 'commissionAmount',
notes: 'notes',
createdAt: 'createdAt'
};
exports.Prisma.CommissionBatchItemScalarFieldEnum = {
id: 'id',
commissionBatchId: 'commissionBatchId',
paymentId: 'paymentId',
collectionAmount: 'collectionAmount'
};
exports.Prisma.SortOrder = {
asc: 'asc',
desc: 'desc'
@@ -619,7 +636,9 @@ exports.Prisma.ModelName = {
OfficeContact: 'OfficeContact',
InsuranceContact: 'InsuranceContact',
ProcedureTimeslot: 'ProcedureTimeslot',
PatientConversation: 'PatientConversation'
PatientConversation: 'PatientConversation',
CommissionBatch: 'CommissionBatch',
CommissionBatchItem: 'CommissionBatchItem'
};
/**

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@@ -1,5 +1,5 @@
{
"name": "prisma-client-f058d09dfd4869ea5203c66c2370bac837d95f1a5aaea0632641bf080a04b5d8",
"name": "prisma-client-5b5b9346ed4af83abd0e582aa65c578d9e0d4e5e4fa79702bd03a5c1fe1e9772",
"main": "index.js",
"types": "index.d.ts",
"browser": "default.js",

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@@ -152,6 +152,8 @@ model NpiProvider {
user User @relation(fields: [userId], references: [id], onDelete: Cascade)
claims Claim[]
payments Payment[]
commissionBatches CommissionBatch[]
appointmentProcedures AppointmentProcedure[]
@@unique([userId, npiNumber])
@@ -333,6 +335,7 @@ model Payment {
patientId Int
userId Int
updatedById Int?
npiProviderId Int?
totalBilled Decimal @db.Decimal(10, 2)
totalPaid Decimal @default(0.00) @db.Decimal(10, 2)
totalAdjusted Decimal @default(0.00) @db.Decimal(10, 2)
@@ -349,8 +352,10 @@ model Payment {
claim Claim? @relation(fields: [claimId], references: [id], onDelete: Cascade)
patient Patient @relation(fields: [patientId], references: [id], onDelete: Cascade)
updatedBy User? @relation("PaymentUpdatedBy", fields: [updatedById], references: [id])
npiProvider NpiProvider? @relation(fields: [npiProviderId], references: [id])
serviceLineTransactions ServiceLineTransaction[]
serviceLines ServiceLine[]
commissionBatchItems CommissionBatchItem[]
@@index([claimId])
@@index([patientId])
@@ -650,3 +655,31 @@ model PatientConversation {
@@map("patient_conversation")
}
// Commission tracking
model CommissionBatch {
id Int @id @default(autoincrement())
npiProviderId Int
totalCollection Decimal @db.Decimal(14, 2)
commissionAmount Decimal @db.Decimal(14, 2)
notes String?
createdAt DateTime @default(now())
npiProvider NpiProvider @relation(fields: [npiProviderId], references: [id])
items CommissionBatchItem[]
@@index([npiProviderId])
}
model CommissionBatchItem {
id Int @id @default(autoincrement())
commissionBatchId Int
paymentId Int
collectionAmount Decimal @db.Decimal(14, 2)
commissionBatch CommissionBatch @relation(fields: [commissionBatchId], references: [id], onDelete: Cascade)
payment Payment @relation(fields: [paymentId], references: [id])
@@unique([commissionBatchId, paymentId])
@@index([paymentId])
}