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:
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@@ -85,6 +85,7 @@
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"vaul": "^1.1.2",
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"wouter": "^3.7.0",
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"ws": "^8.18.0",
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"xlsx": "^0.18.5",
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"zod": "^3.24.2",
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"zod-validation-error": "^3.4.0"
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},
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@@ -504,6 +504,10 @@ export default function PaymentEditModal({
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<span className="bg-gray-100 text-gray-800 px-2 py-0.5 rounded-full font-medium">
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Claim #{payment.claimId.toString().padStart(4, "0")}
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</span>
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) : payment.notes?.startsWith("PDF import") ? (
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<span className="bg-blue-100 text-blue-800 px-2 py-0.5 rounded-full font-medium">
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PDF Import
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</span>
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) : (
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<span className="bg-gray-100 text-gray-800 px-2 py-0.5 rounded-full font-medium">
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OCR Imported Payment
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@@ -628,6 +632,28 @@ export default function PaymentEditModal({
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{line.procedureCode}
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</span>
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</p>
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{(line as any).icn && (
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<p>
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<span className="text-gray-500">ICN:</span>{" "}
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<span className="font-medium font-mono text-xs">
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{(line as any).icn}
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</span>
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</p>
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)}
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{(line as any).paidCode && (line as any).paidCode !== line.procedureCode && (
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<p>
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<span className="text-gray-500">Paid Code:</span>{" "}
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<span className="font-medium">{(line as any).paidCode}</span>
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</p>
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)}
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{(line as any).allowedAmount != null && (
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<p>
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<span className="text-gray-500">Allowed:</span>{" "}
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<span className="font-medium text-blue-600">
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${Number((line as any).allowedAmount).toFixed(2)}
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</span>
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</p>
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)}
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{(line as any).quad && (
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<p>
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<span className="text-gray-500">Quad:</span>{" "}
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@@ -0,0 +1,267 @@
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import * as React from "react";
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import * as XLSX from "xlsx";
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import {
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Card,
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CardContent,
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CardDescription,
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CardHeader,
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CardTitle,
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} from "@/components/ui/card";
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import { Button } from "@/components/ui/button";
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import { FileText, X, Download, DatabaseIcon } from "lucide-react";
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import { useMutation } from "@tanstack/react-query";
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import { apiRequest, queryClient } from "@/lib/queryClient";
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import { toast } from "@/hooks/use-toast";
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import { QK_PAYMENTS_RECENT_BASE } from "@/components/payments/payments-recent-table";
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import {
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MultipleFileUploadZone,
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MultipleFileUploadZoneHandle,
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} from "../file-upload/multiple-file-upload-zone";
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type Row = Record<string, string>;
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type Header = Record<string, string>;
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const COLUMNS: { key: string; label: string }[] = [
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{ key: "Patient Name", label: "Patient Name" },
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{ key: "Member #", label: "Member #" },
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{ key: "ICN", label: "ICN" },
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{ key: "Submitted Code", label: "Submitted Code" },
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{ key: "Paid Code", label: "Paid Code" },
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{ key: "Tooth", label: "Tooth" },
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{ key: "Date of Service", label: "Date of Service" },
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{ key: "Submitted Amount", label: "Submitted ($)" },
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{ key: "Allowed Amount", label: "Allowed ($)" },
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{ key: "Paid Amount", label: "Paid ($)" },
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];
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const SUMMARY_FIELDS = [
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"Source File",
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"Payee ID",
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"Business NPI",
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"Run #",
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"RA #",
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"RA Date",
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"Claim Detail Amount",
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"Claim Adjustment Amount",
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"Misc. Adjustment Amount",
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"Payment Amount",
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];
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// Convert a string value to a number if it looks numeric, otherwise keep as string.
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// Handles: "36.00" → 36, "$14,369.00" → 14369, "($3,107.39)" → -3107.39
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function toExcelValue(val: string): string | number {
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if (!val) return "";
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const stripped = val
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.replace(/\$/g, "")
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.replace(/,/g, "")
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.replace(/^\((.+)\)$/, "-$1") // (3,107.39) → -3107.39
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.trim();
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const num = Number(stripped);
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return stripped !== "" && !isNaN(num) ? num : val;
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}
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function downloadExcel(rows: Row[], headers: Header[], sourceFileName: string) {
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const wb = XLSX.utils.book_new();
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// Sheet 1 — RA Summary (one row per uploaded PDF)
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if (headers.length > 0) {
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const summaryData = headers.map((h) => {
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const out: Record<string, string | number> = {};
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SUMMARY_FIELDS.forEach((f) => { out[f] = toExcelValue(h[f] ?? ""); });
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return out;
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});
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const wsSummary = XLSX.utils.json_to_sheet(summaryData, {
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header: SUMMARY_FIELDS,
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});
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XLSX.utils.book_append_sheet(wb, wsSummary, "RA Summary");
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}
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// Sheet 2 — Payment Data (one row per ICN)
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const data = rows.map((row) => {
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const out: Record<string, string | number> = {};
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COLUMNS.forEach(({ key, label }) => { out[label] = toExcelValue(row[key] ?? ""); });
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return out;
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});
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const wsData = XLSX.utils.json_to_sheet(data, {
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header: COLUMNS.map((c) => c.label),
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});
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XLSX.utils.book_append_sheet(wb, wsData, "Payment Data");
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const name = sourceFileName.replace(/\.pdf$/i, "") || "payment_extract";
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XLSX.writeFile(wb, `${name}.xlsx`);
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}
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export default function PaymentUploadDocumentsBlock() {
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const MAX_FILES = 10;
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const ACCEPTED_FILE_TYPES = "application/pdf";
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const uploadZoneRef = React.useRef<MultipleFileUploadZoneHandle | null>(null);
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const [filesForUI, setFilesForUI] = React.useState<File[]>([]);
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const [isUploading] = React.useState(false);
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const [error, setError] = React.useState<string | null>(null);
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// ── shared extract helper ────────────────────────────────────────────────
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const extractData = async (files: File[]): Promise<{ rows: Row[]; headers: Header[] }> => {
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const formData = new FormData();
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files.forEach((file) => formData.append("files", file, file.name));
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const res = await apiRequest("POST", "/api/payment-pdf/extract", formData);
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if (!res.ok) {
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const err = await res.json().catch(() => ({}));
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throw new Error(err?.error || "Failed to extract PDF data");
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}
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const data = (await res.json()) as { rows: Row[]; headers: Header[] };
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return { rows: data.rows ?? [], headers: data.headers ?? [] };
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};
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const getFiles = () => {
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const files = uploadZoneRef.current?.getFiles() ?? [];
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if (!files.length) {
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setError("Please upload at least one PDF file.");
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return null;
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}
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setError(null);
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return files;
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};
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// ── Extract & Download ───────────────────────────────────────────────────
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const downloadMutation = useMutation({
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mutationFn: async (files: File[]) => {
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const { rows, headers } = await extractData(files);
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return { rows, headers, sourceName: files[0]?.name ?? "payment_extract" };
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},
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onSuccess: ({ rows, headers, sourceName }) => {
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if (rows.length === 0) {
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toast({ title: "No data", description: "No rows were extracted from the PDF.", variant: "destructive" });
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return;
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}
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downloadExcel(rows, headers, sourceName);
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toast({ title: "Downloaded", description: `${rows.length} rows exported to Excel.` });
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},
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onError: (err: any) => {
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toast({ title: "Error", description: err.message, variant: "destructive" });
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},
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});
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// ── Extract & Import ─────────────────────────────────────────────────────
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const importMutation = useMutation({
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mutationFn: async (files: File[]) => {
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const { rows } = await extractData(files);
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if (rows.length === 0) throw new Error("No rows extracted from the PDF.");
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const res = await apiRequest("POST", "/api/payment-pdf/import", { rows });
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if (!res.ok) {
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const err = await res.json().catch(() => ({}));
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throw new Error(err?.error || "Import failed");
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}
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return res.json();
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},
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onSuccess: async (data) => {
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toast({
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title: "Imported",
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description: `${data.paymentIds?.length ?? 0} payment(s) created successfully.`,
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});
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await queryClient.invalidateQueries({ queryKey: QK_PAYMENTS_RECENT_BASE });
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},
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onError: (err: any) => {
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toast({ title: "Error", description: err.message, variant: "destructive" });
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},
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});
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const handleZoneFilesChange = React.useCallback((files: File[]) => {
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setFilesForUI(files);
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setError(null);
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}, []);
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const removeUploadedFile = React.useCallback((index: number) => {
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uploadZoneRef.current?.removeFile(index);
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}, []);
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const busy = downloadMutation.isPending || importMutation.isPending;
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return (
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<div className="mb-8">
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<Card>
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<CardHeader>
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<CardTitle>Upload Payment Documents</CardTitle>
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<CardDescription>
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Upload up to 10 MassHealth remittance PDFs. Extract and download as
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Excel, or import directly into the database.
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</CardDescription>
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</CardHeader>
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<CardContent>
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<div className="bg-gray-100 p-4 rounded-md space-y-4">
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<MultipleFileUploadZone
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ref={uploadZoneRef}
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isUploading={isUploading}
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acceptedFileTypes={ACCEPTED_FILE_TYPES}
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maxFiles={MAX_FILES}
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onFilesChange={handleZoneFilesChange}
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/>
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{filesForUI.length > 0 && (
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<div>
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<p className="text-sm text-gray-600 mb-2">
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Uploaded ({filesForUI.length}/{MAX_FILES})
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</p>
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<ul className="space-y-2 max-h-48 overflow-auto">
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{filesForUI.map((file, idx) => (
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<li
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key={`${file.name}-${file.size}-${idx}`}
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className="flex items-center justify-between border rounded-md p-2 bg-white"
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>
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<div className="flex items-center gap-3">
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<FileText className="h-6 w-6 text-blue-500" />
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<div className="text-left">
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<p className="font-medium text-blue-700 truncate">{file.name}</p>
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<p className="text-sm text-gray-500">
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{(file.size / 1024 / 1024).toFixed(2)} MB
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</p>
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</div>
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</div>
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<Button variant="ghost" size="sm" onClick={() => removeUploadedFile(idx)}>
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<X className="h-4 w-4" />
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</Button>
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</li>
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))}
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</ul>
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</div>
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)}
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</div>
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<div className="mt-4 flex gap-3">
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{/* Extract & Download */}
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<Button
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className="flex-1 h-12 gap-2 bg-blue-600 hover:bg-blue-700 text-white"
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type="button"
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disabled={busy || !filesForUI.length}
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onClick={() => {
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const files = getFiles();
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if (files) downloadMutation.mutate(files);
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}}
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>
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<Download className="h-4 w-4" />
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{downloadMutation.isPending ? "Extracting…" : "Extract & Download"}
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</Button>
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{/* Extract & Import */}
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<Button
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className="flex-1 h-12 gap-2 bg-teal-600 hover:bg-teal-700 text-white"
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type="button"
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disabled={busy || !filesForUI.length}
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onClick={() => {
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const files = getFiles();
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if (files) importMutation.mutate(files);
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}}
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>
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<DatabaseIcon className="h-4 w-4" />
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{importMutation.isPending ? "Importing…" : "Extract & Import"}
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</Button>
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</div>
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{error && <p className="mt-3 text-sm text-red-600">{error}</p>}
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</CardContent>
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</Card>
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</div>
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);
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}
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@@ -103,8 +103,6 @@ export default function PaymentsRecentTable({
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const [editingMhPaidValue, setEditingMhPaidValue] = useState<string>("");
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const [editingCopaymentId, setEditingCopaymentId] = useState<number | null>(null);
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const [editingCopaymentValue, setEditingCopaymentValue] = useState<string>("");
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const [editingAdjustmentId, setEditingAdjustmentId] = useState<number | null>(null);
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const [editingAdjustmentValue, setEditingAdjustmentValue] = useState<string>("");
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const [isRevertOpen, setIsRevertOpen] = useState(false);
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const [revertPaymentId, setRevertPaymentId] = useState<number | null>(null);
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@@ -394,6 +392,12 @@ export default function PaymentsRecentTable({
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const [isUnvoidOpen, setIsUnvoidOpen] = useState(false);
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const [unvoidPaymentId, setUnvoidPaymentId] = useState<number | null>(null);
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const [isPaidInFullOpen, setIsPaidInFullOpen] = useState(false);
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const [paidInFullPaymentId, setPaidInFullPaymentId] = useState<number | null>(null);
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const [isRevertPaidOpen, setIsRevertPaidOpen] = useState(false);
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const [revertPaidPaymentId, setRevertPaidPaymentId] = useState<number | null>(null);
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const handleConfirmVoid = () => {
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if (!voidPaymentId) return;
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handleVoid(voidPaymentId);
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@@ -408,6 +412,20 @@ export default function PaymentsRecentTable({
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setIsUnvoidOpen(false);
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};
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const handleConfirmPaidInFull = () => {
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if (!paidInFullPaymentId) return;
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updatePaymentStatusMutation.mutate({ paymentId: paidInFullPaymentId, status: "PAID" });
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setPaidInFullPaymentId(null);
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setIsPaidInFullOpen(false);
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};
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const handleConfirmRevertPaid = () => {
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if (!revertPaidPaymentId) return;
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updatePaymentStatusMutation.mutate({ paymentId: revertPaidPaymentId, status: "PENDING" });
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setRevertPaidPaymentId(null);
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setIsRevertPaidOpen(false);
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};
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// Pagination
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useEffect(() => {
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if (onPageChange) onPageChange(currentPage);
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@@ -660,9 +678,13 @@ export default function PaymentsRecentTable({
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</TableCell>
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)}
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<TableCell>
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<span className="text-sm font-mono">
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{payment.claim?.claimNumber ?? <span className="text-gray-400">—</span>}
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</span>
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{payment.claim?.claimNumber ? (
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<span className="text-sm font-mono">{payment.claim.claimNumber}</span>
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) : payment.notes?.startsWith("PDF import") ? (
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<span className="text-xs font-medium bg-blue-100 text-blue-800 px-2 py-0.5 rounded-full">PDF Import</span>
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) : (
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<span className="text-gray-400">—</span>
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)}
|
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</TableCell>
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|
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<TableCell>
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@@ -717,37 +739,19 @@ export default function PaymentsRecentTable({
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<TableCell>
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<div className="flex items-center gap-2">
|
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{(() => {
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// VOID and DENIED are manual decisions — show as-is
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if (payment.status === "VOID" || payment.status === "DENIED" || payment.status === "OVERPAID") {
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const { label, color, icon } = getStatusInfo(payment.status);
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return (
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<span className={`px-2 py-1 text-xs font-medium rounded-full ${color}`}>
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<span className="flex items-center">{icon}{label}</span>
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</span>
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);
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}
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// Compute status from numbers
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if (totalDue === 0) {
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return (
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<span className="px-2 py-1 text-xs font-medium rounded-full bg-teal-100 text-teal-800">
|
||||
<span className="flex items-center"><CheckCircle className="h-3 w-3 mr-1" />Paid in Full</span>
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</span>
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||||
);
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}
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if (totalCollected > 0) {
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return (
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<span className="px-2 py-1 text-xs font-medium rounded-full bg-blue-100 text-blue-800">
|
||||
<span className="flex items-center"><DollarSign className="h-3 w-3 mr-1" />Partially Paid</span>
|
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</span>
|
||||
);
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}
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return (
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<span className="px-2 py-1 text-xs font-medium rounded-full bg-red-100 text-red-800">
|
||||
<span className="flex items-center"><Clock className="h-3 w-3 mr-1" />Pending</span>
|
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</span>
|
||||
);
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})()}
|
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{payment.status === "VOID" ? (
|
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<span className="px-2 py-1 text-xs font-medium rounded-full bg-gray-100 text-gray-800 flex items-center">
|
||||
<Ban className="h-3 w-3 mr-1" />Void
|
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</span>
|
||||
) : payment.status === "PAID" ? (
|
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<span className="px-2 py-1 text-xs font-medium rounded-full bg-teal-100 text-teal-800 flex items-center">
|
||||
<CheckCircle className="h-3 w-3 mr-1" />Paid in Full
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</span>
|
||||
) : (
|
||||
<span className="px-2 py-1 text-xs font-medium rounded-full bg-yellow-100 text-yellow-800 flex items-center">
|
||||
<Clock className="h-3 w-3 mr-1" />Balance
|
||||
</span>
|
||||
)}
|
||||
</div>
|
||||
</TableCell>
|
||||
|
||||
@@ -875,50 +879,11 @@ export default function PaymentsRecentTable({
|
||||
)}
|
||||
</TableCell>
|
||||
|
||||
{/* Adjustment */}
|
||||
{/* Adjustment — auto-computed: totalBilled - mhPaid - copayment */}
|
||||
<TableCell>
|
||||
{editingAdjustmentId === payment.id ? (
|
||||
<input
|
||||
type="number"
|
||||
min="0"
|
||||
step="0.01"
|
||||
autoFocus
|
||||
className="w-24 border border-blue-400 rounded px-1 py-0.5 text-sm focus:outline-none focus:ring-2 focus:ring-blue-300"
|
||||
value={editingAdjustmentValue}
|
||||
onChange={(e) => setEditingAdjustmentValue(e.target.value)}
|
||||
onKeyDown={(e) => {
|
||||
if (e.key === "Enter") e.currentTarget.blur();
|
||||
else if (e.key === "Escape") setEditingAdjustmentId(null);
|
||||
}}
|
||||
onBlur={async () => {
|
||||
const val = parseFloat(editingAdjustmentValue);
|
||||
if (!isNaN(val) && val >= 0) {
|
||||
try {
|
||||
const res = await apiRequest("PATCH", `/api/payments/${payment.id}/adjustment`, { adjustment: val });
|
||||
if (res.ok) {
|
||||
await queryClient.invalidateQueries({ queryKey: QK_PAYMENTS_RECENT_BASE });
|
||||
} else {
|
||||
toast({ title: "Error", description: "Failed to save adjustment.", variant: "destructive" });
|
||||
}
|
||||
} catch {
|
||||
toast({ title: "Error", description: "Failed to save adjustment.", variant: "destructive" });
|
||||
}
|
||||
}
|
||||
setEditingAdjustmentId(null);
|
||||
}}
|
||||
/>
|
||||
) : (
|
||||
<span
|
||||
className="text-sm font-medium text-orange-700 cursor-pointer hover:underline hover:text-orange-900"
|
||||
title="Click to edit"
|
||||
onClick={() => {
|
||||
setEditingAdjustmentId(payment.id);
|
||||
setEditingAdjustmentValue(Number(payment.adjustment ?? 0).toFixed(2));
|
||||
}}
|
||||
>
|
||||
${Number(payment.adjustment ?? 0).toFixed(2)}
|
||||
</span>
|
||||
)}
|
||||
<span className="text-sm font-medium text-orange-700">
|
||||
${adjustment.toFixed(2)}
|
||||
</span>
|
||||
</TableCell>
|
||||
|
||||
<TableCell className="text-right">
|
||||
@@ -949,6 +914,38 @@ export default function PaymentsRecentTable({
|
||||
</Button>
|
||||
)}
|
||||
|
||||
{/* Paid in Full — only when not already paid or voided */}
|
||||
{payment.status !== "PAID" &&
|
||||
payment.status !== "VOID" &&
|
||||
payment.status !== "DENIED" && (
|
||||
<Button
|
||||
variant="default"
|
||||
size="sm"
|
||||
className="bg-teal-600 hover:bg-teal-700 text-white"
|
||||
onClick={() => {
|
||||
setPaidInFullPaymentId(payment.id);
|
||||
setIsPaidInFullOpen(true);
|
||||
}}
|
||||
>
|
||||
Paid in Full
|
||||
</Button>
|
||||
)}
|
||||
|
||||
{/* Revert — only when already Paid in Full */}
|
||||
{payment.status === "PAID" && (
|
||||
<Button
|
||||
variant="outline"
|
||||
size="sm"
|
||||
className="border-teal-400 text-teal-700 hover:bg-teal-50"
|
||||
onClick={() => {
|
||||
setRevertPaidPaymentId(payment.id);
|
||||
setIsRevertPaidOpen(true);
|
||||
}}
|
||||
>
|
||||
Revert
|
||||
</Button>
|
||||
)}
|
||||
|
||||
{/* Show Void unless already voided or denied */}
|
||||
{payment.status !== "VOID" &&
|
||||
payment.status !== "DENIED" && (
|
||||
@@ -1010,6 +1007,28 @@ export default function PaymentsRecentTable({
|
||||
onCancel={() => setIsRevertOpen(false)}
|
||||
/>
|
||||
|
||||
{/* Revert Paid in Full Confirmation Dialog */}
|
||||
<ConfirmationDialog
|
||||
isOpen={isRevertPaidOpen}
|
||||
title="Revert Paid in Full?"
|
||||
message="This will revert the status back to Balance. The amounts stay unchanged. Continue?"
|
||||
confirmLabel="Revert"
|
||||
confirmColor="bg-yellow-600 hover:bg-yellow-700"
|
||||
onConfirm={handleConfirmRevertPaid}
|
||||
onCancel={() => setIsRevertPaidOpen(false)}
|
||||
/>
|
||||
|
||||
{/* Paid in Full Confirmation Dialog */}
|
||||
<ConfirmationDialog
|
||||
isOpen={isPaidInFullOpen}
|
||||
title="Mark as Paid in Full?"
|
||||
message="This will set the status to Paid in Full and close the balance for this payment. Continue?"
|
||||
confirmLabel="Paid in Full"
|
||||
confirmColor="bg-teal-600 hover:bg-teal-700"
|
||||
onConfirm={handleConfirmPaidInFull}
|
||||
onCancel={() => setIsPaidInFullOpen(false)}
|
||||
/>
|
||||
|
||||
{/* NEW: Void Confirmation Dialog */}
|
||||
<ConfirmationDialog
|
||||
isOpen={isVoidOpen}
|
||||
|
||||
@@ -24,6 +24,7 @@ import { Calendar } from "@/components/ui/calendar";
|
||||
import PaymentsRecentTable from "@/components/payments/payments-recent-table";
|
||||
import PaymentsOfPatientModal from "@/components/payments/payments-of-patient-table";
|
||||
import PaymentOCRBlock from "@/components/payments/payment-ocr-block";
|
||||
import PaymentUploadDocumentsBlock from "@/components/payments/payment-upload-documents-block";
|
||||
import { useLocation } from "wouter";
|
||||
import { Patient, PaymentWithExtras } from "@repo/db/types";
|
||||
import { apiRequest } from "@/lib/queryClient";
|
||||
@@ -330,6 +331,9 @@ export default function PaymentsPage() {
|
||||
}}
|
||||
/>
|
||||
|
||||
{/* Upload Payment Documents Section */}
|
||||
<PaymentUploadDocumentsBlock />
|
||||
|
||||
{/* OCR Image Upload Section*/}
|
||||
<PaymentOCRBlock />
|
||||
|
||||
|
||||
Reference in New Issue
Block a user