feat: payment PDF extraction, import, and remittance tracking

- Add Upload Payment Documents section with Extract & Download (Excel)
  and Extract & Import (database) buttons
- PDF extractor (pdfplumber) parses MassHealth RA PDFs: two-pass
  strategy joins summary-page ICN/patient map with detail-page
  procedure data (CDT code, paid code, tooth, date, allowed amount)
- RA cover-page summary (Payee ID, RA #, Payment Amount, etc.)
  included as separate Excel sheet; numeric values written as numbers
- Backend PDF import route groups rows by Member #, finds/creates
  patient, creates Payment + ServiceLines with ICN per procedure
- Add icn, paidCode, allowedAmount fields to ServiceLine schema
- Payments table: status simplified to Paid in Full / Balance;
  adjustment auto-computed on mhPaidAmount/copayment change;
  Paid in Full and Revert buttons with confirmation dialogs
- Edit Payment modal: shows ICN, Paid Code, Allowed Amount per line
- PDF Import badge distinguishes from OCR imports in payments table

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
Gitead
2026-05-07 12:53:50 -04:00
parent e204d30ff6
commit dd0df4a435
76 changed files with 1570 additions and 96 deletions

View File

@@ -20,6 +20,7 @@ import paymentsRoutes from "./payments";
import databaseManagementRoutes from "./database-management";
import notificationsRoutes from "./notifications";
import paymentOcrRoutes from "./paymentOcrExtraction";
import paymentPdfRoutes from "./paymentPdfExtraction";
import cloudStorageRoutes from "./cloud-storage";
import paymentsReportsRoutes from "./payments-reports";
import exportPaymentsReportsRoutes from "./export-payments-reports";
@@ -53,6 +54,7 @@ router.use("/payments", paymentsRoutes);
router.use("/database-management", databaseManagementRoutes);
router.use("/notifications", notificationsRoutes);
router.use("/payment-ocr", paymentOcrRoutes);
router.use("/payment-pdf", paymentPdfRoutes);
router.use("/cloud-storage", cloudStorageRoutes);
router.use("/payments-reports", paymentsReportsRoutes);
router.use("/export-payments-reports", exportPaymentsReportsRoutes);