feat: teach AI classifier to recognize "comp" and tooth surface notation
Add "comp" as alias for composite in CDT lookup. Update classifier prompt with explicit examples for "claim comp #8 ml for lisa today" and dental surface letter definitions (M/D/L/F/B/O/V/I) so the LLM correctly treats #tooth+surfaces as composite fillings, not insurance. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
@@ -0,0 +1,156 @@
|
||||
import React, { useCallback, useEffect, useState } from "react";
|
||||
import { useQuery } from "@tanstack/react-query";
|
||||
import { apiRequest } from "@/lib/queryClient";
|
||||
import type { PatientBalanceRow } from "@repo/db/types";
|
||||
import PatientsBalancesList from "./patients-balances-list";
|
||||
import ExportReportButton from "./export-button";
|
||||
|
||||
type Resp = {
|
||||
balances: PatientBalanceRow[];
|
||||
totalCount?: number;
|
||||
nextCursor?: string | null;
|
||||
hasMore?: boolean;
|
||||
totalCharges?: number;
|
||||
totalCollected?: number;
|
||||
};
|
||||
|
||||
function fmtCurrency(v: number) {
|
||||
return new Intl.NumberFormat("en-US", { style: "currency", currency: "USD" }).format(v);
|
||||
}
|
||||
|
||||
export default function PatientsNoBalanceReport({
|
||||
startDate,
|
||||
endDate,
|
||||
npiProviderId,
|
||||
}: {
|
||||
startDate: string;
|
||||
endDate: string;
|
||||
npiProviderId?: number | null;
|
||||
}) {
|
||||
const balancesPerPage = 10;
|
||||
const [cursorStack, setCursorStack] = useState<(string | null)[]>([null]);
|
||||
const [cursorIndex, setCursorIndex] = useState(0);
|
||||
const currentCursor = cursorStack[cursorIndex] ?? null;
|
||||
const pageIndex = cursorIndex + 1;
|
||||
|
||||
const { data, isLoading, isError, refetch } = useQuery<Resp, Error>({
|
||||
queryKey: [
|
||||
"/api/payments-reports/patients-with-zero-balances",
|
||||
currentCursor,
|
||||
balancesPerPage,
|
||||
startDate,
|
||||
endDate,
|
||||
npiProviderId ?? "all",
|
||||
],
|
||||
queryFn: async () => {
|
||||
const params = new URLSearchParams();
|
||||
params.set("limit", String(balancesPerPage));
|
||||
if (currentCursor) params.set("cursor", currentCursor);
|
||||
if (startDate) params.set("from", startDate);
|
||||
if (endDate) params.set("to", endDate);
|
||||
if (npiProviderId) params.set("npiProviderId", String(npiProviderId));
|
||||
const res = await apiRequest(
|
||||
"GET",
|
||||
`/api/payments-reports/patients-with-zero-balances?${params.toString()}`
|
||||
);
|
||||
if (!res.ok) {
|
||||
const body = await res.json().catch(() => ({ message: "Failed to load" }));
|
||||
throw new Error(body.message || "Failed to load zero-balance patients");
|
||||
}
|
||||
return res.json();
|
||||
},
|
||||
enabled: true,
|
||||
});
|
||||
|
||||
const balances = data?.balances ?? [];
|
||||
const totalCount = data?.totalCount ?? undefined;
|
||||
const nextCursor = data?.nextCursor ?? null;
|
||||
const hasMore = data?.hasMore ?? false;
|
||||
const totalCharges = data?.totalCharges ?? 0;
|
||||
const totalCollected = data?.totalCollected ?? 0;
|
||||
|
||||
useEffect(() => {
|
||||
setCursorStack([null]);
|
||||
setCursorIndex(0);
|
||||
refetch();
|
||||
}, [startDate, endDate, npiProviderId]);
|
||||
|
||||
const handleNext = useCallback(() => {
|
||||
const isLastKnown = cursorIndex === cursorStack.length - 1;
|
||||
if (isLastKnown) {
|
||||
if (nextCursor) {
|
||||
setCursorStack((s) => [...s, nextCursor]);
|
||||
setCursorIndex((i) => i + 1);
|
||||
}
|
||||
} else {
|
||||
setCursorIndex((i) => i + 1);
|
||||
}
|
||||
}, [cursorIndex, cursorStack.length, nextCursor]);
|
||||
|
||||
const handlePrev = useCallback(() => {
|
||||
setCursorIndex((i) => Math.max(0, i - 1));
|
||||
}, []);
|
||||
|
||||
const normalized = balances.map((b) => {
|
||||
const currentBalance = Number(b.currentBalance ?? 0);
|
||||
const totalChargesRow = Number(b.totalCharges ?? 0);
|
||||
const totalPayments =
|
||||
b.totalPayments != null
|
||||
? Number(b.totalPayments)
|
||||
: Number(totalChargesRow - currentBalance);
|
||||
return {
|
||||
id: b.patientId,
|
||||
name: `${b.firstName ?? "Unknown"} ${b.lastName ?? ""}`.trim(),
|
||||
currentBalance,
|
||||
totalCharges: totalChargesRow,
|
||||
totalPayments,
|
||||
};
|
||||
});
|
||||
|
||||
return (
|
||||
<div>
|
||||
<div className="mb-4">
|
||||
<PatientsBalancesList
|
||||
rows={normalized}
|
||||
reportType="patients_no_balance"
|
||||
loading={isLoading}
|
||||
error={isError ? "Failed to load zero-balance patients." : false}
|
||||
emptyMessage="No patients with zero balance for the selected date range."
|
||||
pageIndex={pageIndex}
|
||||
perPage={balancesPerPage}
|
||||
total={totalCount}
|
||||
onPrev={handlePrev}
|
||||
onNext={handleNext}
|
||||
hasPrev={cursorIndex > 0}
|
||||
hasNext={hasMore}
|
||||
headerRight={
|
||||
<ExportReportButton
|
||||
reportType="patients_no_balance"
|
||||
from={startDate}
|
||||
to={endDate}
|
||||
className="mr-2"
|
||||
/>
|
||||
}
|
||||
/>
|
||||
</div>
|
||||
|
||||
{/* Aggregate summary for the full zero-balance set */}
|
||||
{!isLoading && !isError && (totalCount ?? 0) > 0 && (
|
||||
<div className="bg-green-50 border border-green-200 rounded-lg px-5 py-3 flex flex-wrap gap-6 text-sm">
|
||||
<div>
|
||||
<span className="text-gray-500">Total patients paid in full: </span>
|
||||
<span className="font-semibold text-green-700">{totalCount}</span>
|
||||
</div>
|
||||
<div>
|
||||
<span className="text-gray-500">Total charges billed: </span>
|
||||
<span className="font-semibold text-gray-800">{fmtCurrency(totalCharges)}</span>
|
||||
</div>
|
||||
<div>
|
||||
<span className="text-gray-500">Total collected: </span>
|
||||
<span className="font-semibold text-green-700">{fmtCurrency(totalCollected)}</span>
|
||||
</div>
|
||||
</div>
|
||||
)}
|
||||
</div>
|
||||
);
|
||||
}
|
||||
@@ -10,21 +10,28 @@ type SummaryResp = {
|
||||
totalCollected?: number;
|
||||
};
|
||||
|
||||
type ZeroBalResp = {
|
||||
totalCount?: number;
|
||||
totalCharges?: number;
|
||||
totalCollected?: number;
|
||||
};
|
||||
|
||||
type ReportType = string;
|
||||
|
||||
function fmtCurrency(v: number) {
|
||||
return new Intl.NumberFormat("en-US", {
|
||||
style: "currency",
|
||||
currency: "USD",
|
||||
}).format(v);
|
||||
return new Intl.NumberFormat("en-US", { style: "currency", currency: "USD" }).format(v);
|
||||
}
|
||||
|
||||
export default function SummaryCards({
|
||||
startDate,
|
||||
endDate,
|
||||
npiProviderId,
|
||||
selectedReportType,
|
||||
}: {
|
||||
startDate: string;
|
||||
endDate: string;
|
||||
npiProviderId?: number | null;
|
||||
selectedReportType?: ReportType;
|
||||
}) {
|
||||
const { data, isLoading, isError } = useQuery<SummaryResp, Error>({
|
||||
queryKey: ["/api/payments-reports/summary", startDate, endDate, npiProviderId ?? "all"],
|
||||
@@ -33,12 +40,9 @@ export default function SummaryCards({
|
||||
if (startDate) params.set("from", startDate);
|
||||
if (endDate) params.set("to", endDate);
|
||||
if (npiProviderId) params.set("npiProviderId", String(npiProviderId));
|
||||
const endpoint = `/api/payments-reports/summary?${params.toString()}`;
|
||||
const res = await apiRequest("GET", endpoint);
|
||||
const res = await apiRequest("GET", `/api/payments-reports/summary?${params.toString()}`);
|
||||
if (!res.ok) {
|
||||
const body = await res
|
||||
.json()
|
||||
.catch(() => ({ message: "Failed to load dashboard summary" }));
|
||||
const body = await res.json().catch(() => ({ message: "Failed to load dashboard summary" }));
|
||||
throw new Error(body?.message ?? "Failed to load dashboard summary");
|
||||
}
|
||||
return res.json();
|
||||
@@ -46,29 +50,44 @@ export default function SummaryCards({
|
||||
enabled: Boolean(startDate && endDate),
|
||||
});
|
||||
|
||||
const totalPatients = data?.totalPatients ?? 0;
|
||||
// Fetch zero-balance aggregates only when that report is active
|
||||
const showZeroBalSummary = selectedReportType === "patients_no_balance";
|
||||
const { data: zeroBalData, isLoading: zeroBalLoading } = useQuery<ZeroBalResp, Error>({
|
||||
queryKey: ["/api/payments-reports/patients-with-zero-balances/summary", startDate, endDate, npiProviderId ?? "all"],
|
||||
queryFn: async () => {
|
||||
const params = new URLSearchParams();
|
||||
params.set("limit", "1");
|
||||
if (startDate) params.set("from", startDate);
|
||||
if (endDate) params.set("to", endDate);
|
||||
if (npiProviderId) params.set("npiProviderId", String(npiProviderId));
|
||||
const res = await apiRequest("GET", `/api/payments-reports/patients-with-zero-balances?${params.toString()}`);
|
||||
if (!res.ok) throw new Error("Failed to load zero balance summary");
|
||||
return res.json();
|
||||
},
|
||||
enabled: Boolean(startDate && endDate && showZeroBalSummary),
|
||||
});
|
||||
|
||||
const totalPatients = data?.totalPatients ?? 0;
|
||||
const patientsWithBalance = data?.patientsWithBalance ?? 0;
|
||||
const patientsNoBalance = Math.max(
|
||||
0,
|
||||
(data?.totalPatients ?? 0) - (data?.patientsWithBalance ?? 0)
|
||||
);
|
||||
const totalOutstanding = data?.totalOutstanding ?? 0;
|
||||
const totalCollected = data?.totalCollected ?? 0;
|
||||
const patientsNoBalance = Math.max(0, totalPatients - patientsWithBalance);
|
||||
const totalOutstanding = data?.totalOutstanding ?? 0;
|
||||
const totalCollected = data?.totalCollected ?? 0;
|
||||
|
||||
const zeroBalCount = zeroBalData?.totalCount ?? 0;
|
||||
const zeroBalBilled = zeroBalData?.totalCharges ?? 0;
|
||||
const zeroBalCollected = zeroBalData?.totalCollected ?? 0;
|
||||
|
||||
const isWithBalance = selectedReportType === "patients_with_balance";
|
||||
|
||||
return (
|
||||
<Card className="pt-4 pb-4">
|
||||
<CardContent>
|
||||
{/* Heading */}
|
||||
<div className="mb-3">
|
||||
<h2 className="text-base font-semibold text-gray-800">
|
||||
Report summary
|
||||
</h2>
|
||||
<p className="text-sm text-gray-500">
|
||||
Data covers the selected time frame
|
||||
</p>
|
||||
<h2 className="text-base font-semibold text-gray-800">Report summary</h2>
|
||||
<p className="text-sm text-gray-500">Data covers the selected time frame</p>
|
||||
</div>
|
||||
|
||||
{/* Stats grid */}
|
||||
{/* Global stats */}
|
||||
<div className="grid grid-cols-2 md:grid-cols-5 gap-4 pt-4">
|
||||
<div className="text-center">
|
||||
<div className="text-lg font-semibold text-blue-600">
|
||||
@@ -77,21 +96,21 @@ export default function SummaryCards({
|
||||
<p className="text-sm text-gray-600">Total Patients</p>
|
||||
</div>
|
||||
|
||||
<div className="text-center">
|
||||
<div className={`text-center rounded-lg py-1 ${isWithBalance ? "bg-red-50 ring-1 ring-red-300" : ""}`}>
|
||||
<div className="text-lg font-semibold text-red-600">
|
||||
{isLoading ? "—" : patientsWithBalance}
|
||||
</div>
|
||||
<p className="text-sm text-gray-600">With Balance</p>
|
||||
</div>
|
||||
|
||||
<div className="text-center">
|
||||
<div className={`text-center rounded-lg py-1 ${showZeroBalSummary ? "bg-green-50 ring-1 ring-green-300" : ""}`}>
|
||||
<div className="text-lg font-semibold text-green-600">
|
||||
{isLoading ? "—" : patientsNoBalance}
|
||||
</div>
|
||||
<p className="text-sm text-gray-600">Zero Balance</p>
|
||||
</div>
|
||||
|
||||
<div className="text-center">
|
||||
<div className={`text-center rounded-lg py-1 ${isWithBalance ? "bg-orange-50 ring-1 ring-orange-300" : ""}`}>
|
||||
<div className="text-lg font-semibold text-orange-600">
|
||||
{isLoading ? "—" : fmtCurrency(totalOutstanding)}
|
||||
</div>
|
||||
@@ -106,6 +125,35 @@ export default function SummaryCards({
|
||||
</div>
|
||||
</div>
|
||||
|
||||
{/* Zero-balance detail row */}
|
||||
{showZeroBalSummary && (
|
||||
<div className="mt-4 pt-4 border-t border-green-100">
|
||||
<p className="text-xs font-semibold text-green-700 uppercase tracking-wide mb-2">
|
||||
Zero Balance — Paid in Full Summary
|
||||
</p>
|
||||
<div className="grid grid-cols-3 gap-4">
|
||||
<div className="text-center bg-green-50 rounded-lg py-2">
|
||||
<div className="text-lg font-semibold text-green-700">
|
||||
{zeroBalLoading ? "—" : zeroBalCount}
|
||||
</div>
|
||||
<p className="text-xs text-gray-600">Patients Paid in Full</p>
|
||||
</div>
|
||||
<div className="text-center bg-green-50 rounded-lg py-2">
|
||||
<div className="text-lg font-semibold text-gray-700">
|
||||
{zeroBalLoading ? "—" : fmtCurrency(zeroBalBilled)}
|
||||
</div>
|
||||
<p className="text-xs text-gray-600">Total Billed</p>
|
||||
</div>
|
||||
<div className="text-center bg-green-50 rounded-lg py-2">
|
||||
<div className="text-lg font-semibold text-green-700">
|
||||
{zeroBalLoading ? "—" : fmtCurrency(zeroBalCollected)}
|
||||
</div>
|
||||
<p className="text-xs text-gray-600">Total Collected</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
)}
|
||||
|
||||
{isError && (
|
||||
<div className="mt-3 text-sm text-red-600">
|
||||
Failed to load summary. Check server or network.
|
||||
|
||||
@@ -2,6 +2,7 @@ import React, { useState } from "react";
|
||||
import { useAuth } from "@/hooks/use-auth";
|
||||
import ReportConfig from "@/components/reports/report-config";
|
||||
import PatientsWithBalanceReport from "@/components/reports/patients-with-balance-report";
|
||||
import PatientsNoBalanceReport from "@/components/reports/patients-no-balance-report";
|
||||
import SummaryCards from "@/components/reports/summary-cards";
|
||||
import CommissionSection from "@/components/reports/commission-section";
|
||||
|
||||
@@ -66,7 +67,7 @@ export default function ReportPage() {
|
||||
|
||||
{/* SINGLE authoritative SummaryCards instance for the page */}
|
||||
<div className="mb-4">
|
||||
<SummaryCards startDate={startDate} endDate={endDate} npiProviderId={npiProviderId} />
|
||||
<SummaryCards startDate={startDate} endDate={endDate} npiProviderId={npiProviderId} selectedReportType={selectedReportType} />
|
||||
</div>
|
||||
|
||||
<div>
|
||||
@@ -74,7 +75,9 @@ export default function ReportPage() {
|
||||
<PatientsWithBalanceReport startDate={startDate} endDate={endDate} npiProviderId={npiProviderId} />
|
||||
)}
|
||||
|
||||
{/* Add other report components here as needed */}
|
||||
{selectedReportType === "patients_no_balance" && (
|
||||
<PatientsNoBalanceReport startDate={startDate} endDate={endDate} npiProviderId={npiProviderId} />
|
||||
)}
|
||||
</div>
|
||||
|
||||
{/* Commission section */}
|
||||
|
||||
Reference in New Issue
Block a user