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 @@
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import React, { useCallback, useEffect, useState } from "react";
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import { useQuery } from "@tanstack/react-query";
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import { apiRequest } from "@/lib/queryClient";
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import type { PatientBalanceRow } from "@repo/db/types";
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import PatientsBalancesList from "./patients-balances-list";
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import ExportReportButton from "./export-button";
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type Resp = {
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balances: PatientBalanceRow[];
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totalCount?: number;
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nextCursor?: string | null;
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hasMore?: boolean;
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totalCharges?: number;
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totalCollected?: number;
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};
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function fmtCurrency(v: number) {
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return new Intl.NumberFormat("en-US", { style: "currency", currency: "USD" }).format(v);
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}
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export default function PatientsNoBalanceReport({
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startDate,
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endDate,
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npiProviderId,
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}: {
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startDate: string;
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endDate: string;
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npiProviderId?: number | null;
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}) {
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const balancesPerPage = 10;
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const [cursorStack, setCursorStack] = useState<(string | null)[]>([null]);
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const [cursorIndex, setCursorIndex] = useState(0);
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const currentCursor = cursorStack[cursorIndex] ?? null;
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const pageIndex = cursorIndex + 1;
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const { data, isLoading, isError, refetch } = useQuery<Resp, Error>({
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queryKey: [
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"/api/payments-reports/patients-with-zero-balances",
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currentCursor,
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balancesPerPage,
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startDate,
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endDate,
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npiProviderId ?? "all",
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],
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queryFn: async () => {
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const params = new URLSearchParams();
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params.set("limit", String(balancesPerPage));
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if (currentCursor) params.set("cursor", currentCursor);
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if (startDate) params.set("from", startDate);
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if (endDate) params.set("to", endDate);
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if (npiProviderId) params.set("npiProviderId", String(npiProviderId));
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const res = await apiRequest(
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"GET",
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`/api/payments-reports/patients-with-zero-balances?${params.toString()}`
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);
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if (!res.ok) {
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const body = await res.json().catch(() => ({ message: "Failed to load" }));
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throw new Error(body.message || "Failed to load zero-balance patients");
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}
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return res.json();
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},
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enabled: true,
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});
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const balances = data?.balances ?? [];
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const totalCount = data?.totalCount ?? undefined;
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const nextCursor = data?.nextCursor ?? null;
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const hasMore = data?.hasMore ?? false;
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const totalCharges = data?.totalCharges ?? 0;
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const totalCollected = data?.totalCollected ?? 0;
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useEffect(() => {
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setCursorStack([null]);
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setCursorIndex(0);
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refetch();
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}, [startDate, endDate, npiProviderId]);
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const handleNext = useCallback(() => {
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const isLastKnown = cursorIndex === cursorStack.length - 1;
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if (isLastKnown) {
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if (nextCursor) {
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setCursorStack((s) => [...s, nextCursor]);
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setCursorIndex((i) => i + 1);
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}
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} else {
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setCursorIndex((i) => i + 1);
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}
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}, [cursorIndex, cursorStack.length, nextCursor]);
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const handlePrev = useCallback(() => {
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setCursorIndex((i) => Math.max(0, i - 1));
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}, []);
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const normalized = balances.map((b) => {
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const currentBalance = Number(b.currentBalance ?? 0);
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const totalChargesRow = Number(b.totalCharges ?? 0);
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const totalPayments =
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b.totalPayments != null
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? Number(b.totalPayments)
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: Number(totalChargesRow - currentBalance);
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return {
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id: b.patientId,
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name: `${b.firstName ?? "Unknown"} ${b.lastName ?? ""}`.trim(),
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currentBalance,
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totalCharges: totalChargesRow,
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totalPayments,
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};
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});
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return (
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<div>
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<div className="mb-4">
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<PatientsBalancesList
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rows={normalized}
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reportType="patients_no_balance"
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loading={isLoading}
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error={isError ? "Failed to load zero-balance patients." : false}
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emptyMessage="No patients with zero balance for the selected date range."
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pageIndex={pageIndex}
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perPage={balancesPerPage}
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total={totalCount}
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onPrev={handlePrev}
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onNext={handleNext}
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hasPrev={cursorIndex > 0}
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hasNext={hasMore}
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headerRight={
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<ExportReportButton
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reportType="patients_no_balance"
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from={startDate}
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to={endDate}
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className="mr-2"
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/>
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}
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/>
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</div>
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{/* Aggregate summary for the full zero-balance set */}
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{!isLoading && !isError && (totalCount ?? 0) > 0 && (
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<div className="bg-green-50 border border-green-200 rounded-lg px-5 py-3 flex flex-wrap gap-6 text-sm">
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<div>
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<span className="text-gray-500">Total patients paid in full: </span>
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<span className="font-semibold text-green-700">{totalCount}</span>
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</div>
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<div>
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<span className="text-gray-500">Total charges billed: </span>
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<span className="font-semibold text-gray-800">{fmtCurrency(totalCharges)}</span>
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</div>
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<div>
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<span className="text-gray-500">Total collected: </span>
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<span className="font-semibold text-green-700">{fmtCurrency(totalCollected)}</span>
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</div>
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</div>
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)}
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</div>
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);
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}
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@@ -10,21 +10,28 @@ type SummaryResp = {
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totalCollected?: number;
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};
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type ZeroBalResp = {
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totalCount?: number;
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totalCharges?: number;
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totalCollected?: number;
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};
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type ReportType = string;
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function fmtCurrency(v: number) {
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return new Intl.NumberFormat("en-US", {
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style: "currency",
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currency: "USD",
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}).format(v);
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return new Intl.NumberFormat("en-US", { style: "currency", currency: "USD" }).format(v);
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}
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export default function SummaryCards({
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startDate,
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endDate,
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npiProviderId,
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selectedReportType,
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}: {
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startDate: string;
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endDate: string;
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npiProviderId?: number | null;
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selectedReportType?: ReportType;
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}) {
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const { data, isLoading, isError } = useQuery<SummaryResp, Error>({
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queryKey: ["/api/payments-reports/summary", startDate, endDate, npiProviderId ?? "all"],
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@@ -33,12 +40,9 @@ export default function SummaryCards({
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if (startDate) params.set("from", startDate);
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if (endDate) params.set("to", endDate);
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if (npiProviderId) params.set("npiProviderId", String(npiProviderId));
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const endpoint = `/api/payments-reports/summary?${params.toString()}`;
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const res = await apiRequest("GET", endpoint);
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const res = await apiRequest("GET", `/api/payments-reports/summary?${params.toString()}`);
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if (!res.ok) {
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const body = await res
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.json()
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.catch(() => ({ message: "Failed to load dashboard summary" }));
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const body = await res.json().catch(() => ({ message: "Failed to load dashboard summary" }));
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throw new Error(body?.message ?? "Failed to load dashboard summary");
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}
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return res.json();
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@@ -46,29 +50,44 @@ export default function SummaryCards({
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enabled: Boolean(startDate && endDate),
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});
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const totalPatients = data?.totalPatients ?? 0;
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// Fetch zero-balance aggregates only when that report is active
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const showZeroBalSummary = selectedReportType === "patients_no_balance";
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const { data: zeroBalData, isLoading: zeroBalLoading } = useQuery<ZeroBalResp, Error>({
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queryKey: ["/api/payments-reports/patients-with-zero-balances/summary", startDate, endDate, npiProviderId ?? "all"],
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queryFn: async () => {
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const params = new URLSearchParams();
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params.set("limit", "1");
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if (startDate) params.set("from", startDate);
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if (endDate) params.set("to", endDate);
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if (npiProviderId) params.set("npiProviderId", String(npiProviderId));
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const res = await apiRequest("GET", `/api/payments-reports/patients-with-zero-balances?${params.toString()}`);
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if (!res.ok) throw new Error("Failed to load zero balance summary");
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return res.json();
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},
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enabled: Boolean(startDate && endDate && showZeroBalSummary),
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});
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const totalPatients = data?.totalPatients ?? 0;
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const patientsWithBalance = data?.patientsWithBalance ?? 0;
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const patientsNoBalance = Math.max(
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0,
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(data?.totalPatients ?? 0) - (data?.patientsWithBalance ?? 0)
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);
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const totalOutstanding = data?.totalOutstanding ?? 0;
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const totalCollected = data?.totalCollected ?? 0;
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const patientsNoBalance = Math.max(0, totalPatients - patientsWithBalance);
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const totalOutstanding = data?.totalOutstanding ?? 0;
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const totalCollected = data?.totalCollected ?? 0;
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const zeroBalCount = zeroBalData?.totalCount ?? 0;
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const zeroBalBilled = zeroBalData?.totalCharges ?? 0;
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const zeroBalCollected = zeroBalData?.totalCollected ?? 0;
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const isWithBalance = selectedReportType === "patients_with_balance";
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return (
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<Card className="pt-4 pb-4">
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<CardContent>
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{/* Heading */}
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<div className="mb-3">
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<h2 className="text-base font-semibold text-gray-800">
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Report summary
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</h2>
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<p className="text-sm text-gray-500">
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Data covers the selected time frame
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</p>
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<h2 className="text-base font-semibold text-gray-800">Report summary</h2>
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<p className="text-sm text-gray-500">Data covers the selected time frame</p>
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</div>
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{/* Stats grid */}
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{/* Global stats */}
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<div className="grid grid-cols-2 md:grid-cols-5 gap-4 pt-4">
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<div className="text-center">
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<div className="text-lg font-semibold text-blue-600">
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@@ -77,21 +96,21 @@ export default function SummaryCards({
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<p className="text-sm text-gray-600">Total Patients</p>
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</div>
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<div className="text-center">
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<div className={`text-center rounded-lg py-1 ${isWithBalance ? "bg-red-50 ring-1 ring-red-300" : ""}`}>
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<div className="text-lg font-semibold text-red-600">
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{isLoading ? "—" : patientsWithBalance}
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</div>
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<p className="text-sm text-gray-600">With Balance</p>
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</div>
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<div className="text-center">
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<div className={`text-center rounded-lg py-1 ${showZeroBalSummary ? "bg-green-50 ring-1 ring-green-300" : ""}`}>
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<div className="text-lg font-semibold text-green-600">
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{isLoading ? "—" : patientsNoBalance}
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</div>
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<p className="text-sm text-gray-600">Zero Balance</p>
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</div>
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<div className="text-center">
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<div className={`text-center rounded-lg py-1 ${isWithBalance ? "bg-orange-50 ring-1 ring-orange-300" : ""}`}>
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<div className="text-lg font-semibold text-orange-600">
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{isLoading ? "—" : fmtCurrency(totalOutstanding)}
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</div>
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@@ -106,6 +125,35 @@ export default function SummaryCards({
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</div>
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</div>
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{/* Zero-balance detail row */}
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{showZeroBalSummary && (
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<div className="mt-4 pt-4 border-t border-green-100">
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<p className="text-xs font-semibold text-green-700 uppercase tracking-wide mb-2">
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Zero Balance — Paid in Full Summary
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</p>
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<div className="grid grid-cols-3 gap-4">
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<div className="text-center bg-green-50 rounded-lg py-2">
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<div className="text-lg font-semibold text-green-700">
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{zeroBalLoading ? "—" : zeroBalCount}
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</div>
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<p className="text-xs text-gray-600">Patients Paid in Full</p>
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</div>
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<div className="text-center bg-green-50 rounded-lg py-2">
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<div className="text-lg font-semibold text-gray-700">
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{zeroBalLoading ? "—" : fmtCurrency(zeroBalBilled)}
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</div>
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<p className="text-xs text-gray-600">Total Billed</p>
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</div>
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<div className="text-center bg-green-50 rounded-lg py-2">
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<div className="text-lg font-semibold text-green-700">
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{zeroBalLoading ? "—" : fmtCurrency(zeroBalCollected)}
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</div>
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<p className="text-xs text-gray-600">Total Collected</p>
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</div>
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</div>
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</div>
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)}
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{isError && (
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<div className="mt-3 text-sm text-red-600">
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Failed to load summary. Check server or network.
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