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>
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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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<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">
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<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">
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<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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}
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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">
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<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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})()}
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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">
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<Ban className="h-3 w-3 mr-1" />Void
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</span>
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) : 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">
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<CheckCircle className="h-3 w-3 mr-1" />Paid in Full
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</span>
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) : (
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<span className="px-2 py-1 text-xs font-medium rounded-full bg-yellow-100 text-yellow-800 flex items-center">
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<Clock className="h-3 w-3 mr-1" />Balance
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</span>
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)}
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</div>
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</TableCell>
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@@ -875,50 +879,11 @@ export default function PaymentsRecentTable({
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)}
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</TableCell>
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{/* Adjustment */}
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{/* Adjustment — auto-computed: totalBilled - mhPaid - copayment */}
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<TableCell>
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{editingAdjustmentId === payment.id ? (
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<input
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type="number"
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min="0"
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step="0.01"
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autoFocus
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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"
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value={editingAdjustmentValue}
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onChange={(e) => setEditingAdjustmentValue(e.target.value)}
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onKeyDown={(e) => {
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if (e.key === "Enter") e.currentTarget.blur();
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else if (e.key === "Escape") setEditingAdjustmentId(null);
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}}
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onBlur={async () => {
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const val = parseFloat(editingAdjustmentValue);
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if (!isNaN(val) && val >= 0) {
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try {
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const res = await apiRequest("PATCH", `/api/payments/${payment.id}/adjustment`, { adjustment: val });
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if (res.ok) {
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await queryClient.invalidateQueries({ queryKey: QK_PAYMENTS_RECENT_BASE });
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} else {
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toast({ title: "Error", description: "Failed to save adjustment.", variant: "destructive" });
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}
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} catch {
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toast({ title: "Error", description: "Failed to save adjustment.", variant: "destructive" });
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}
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}
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setEditingAdjustmentId(null);
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}}
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/>
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) : (
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<span
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className="text-sm font-medium text-orange-700 cursor-pointer hover:underline hover:text-orange-900"
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title="Click to edit"
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onClick={() => {
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setEditingAdjustmentId(payment.id);
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setEditingAdjustmentValue(Number(payment.adjustment ?? 0).toFixed(2));
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}}
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>
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${Number(payment.adjustment ?? 0).toFixed(2)}
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</span>
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)}
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<span className="text-sm font-medium text-orange-700">
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${adjustment.toFixed(2)}
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</span>
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</TableCell>
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<TableCell className="text-right">
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@@ -949,6 +914,38 @@ export default function PaymentsRecentTable({
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</Button>
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)}
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{/* Paid in Full — only when not already paid or voided */}
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{payment.status !== "PAID" &&
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payment.status !== "VOID" &&
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payment.status !== "DENIED" && (
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<Button
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variant="default"
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size="sm"
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className="bg-teal-600 hover:bg-teal-700 text-white"
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onClick={() => {
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setPaidInFullPaymentId(payment.id);
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setIsPaidInFullOpen(true);
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}}
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>
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Paid in Full
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</Button>
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)}
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{/* Revert — only when already Paid in Full */}
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{payment.status === "PAID" && (
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<Button
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variant="outline"
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size="sm"
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className="border-teal-400 text-teal-700 hover:bg-teal-50"
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onClick={() => {
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setRevertPaidPaymentId(payment.id);
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setIsRevertPaidOpen(true);
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}}
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>
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Revert
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</Button>
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)}
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{/* Show Void unless already voided or denied */}
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{payment.status !== "VOID" &&
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payment.status !== "DENIED" && (
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@@ -1010,6 +1007,28 @@ export default function PaymentsRecentTable({
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onCancel={() => setIsRevertOpen(false)}
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/>
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{/* Revert Paid in Full Confirmation Dialog */}
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<ConfirmationDialog
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isOpen={isRevertPaidOpen}
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title="Revert Paid in Full?"
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message="This will revert the status back to Balance. The amounts stay unchanged. Continue?"
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confirmLabel="Revert"
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confirmColor="bg-yellow-600 hover:bg-yellow-700"
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onConfirm={handleConfirmRevertPaid}
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onCancel={() => setIsRevertPaidOpen(false)}
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/>
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{/* Paid in Full Confirmation Dialog */}
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<ConfirmationDialog
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isOpen={isPaidInFullOpen}
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title="Mark as Paid in Full?"
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message="This will set the status to Paid in Full and close the balance for this payment. Continue?"
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confirmLabel="Paid in Full"
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confirmColor="bg-teal-600 hover:bg-teal-700"
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onConfirm={handleConfirmPaidInFull}
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onCancel={() => setIsPaidInFullOpen(false)}
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/>
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{/* NEW: Void Confirmation Dialog */}
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<ConfirmationDialog
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isOpen={isVoidOpen}
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