Gitead/DentalManagementMH06
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feat: payment PDF extraction, import, and remittance tracking

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- 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
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12
packages/db/shared/schemas/objects/ServiceLineWhereInput.schema.ts
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@@ -6,6 +6,7 @@ import { IntNullableFilterObjectSchema as IntNullableFilterObjectSchema } from '
import { StringFilterObjectSchema as StringFilterObjectSchema } from './StringFilter.schema';
import { DateTimeFilterObjectSchema as DateTimeFilterObjectSchema } from './DateTimeFilter.schema';
import { StringNullableFilterObjectSchema as StringNullableFilterObjectSchema } from './StringNullableFilter.schema';
import { DecimalNullableFilterObjectSchema as DecimalNullableFilterObjectSchema } from './DecimalNullableFilter.schema';
import { DecimalFilterObjectSchema as DecimalFilterObjectSchema } from './DecimalFilter.schema';
import { EnumServiceLineStatusFilterObjectSchema as EnumServiceLineStatusFilterObjectSchema } from './EnumServiceLineStatusFilter.schema';
import { ServiceLineStatusSchema } from '../enums/ServiceLineStatus.schema';
@@ -29,6 +30,17 @@ const servicelinewhereinputSchema = z.object({
arch: z.union([z.lazy(() => StringNullableFilterObjectSchema), z.string()]).optional().nullable(),
toothNumber: z.union([z.lazy(() => StringNullableFilterObjectSchema), z.string()]).optional().nullable(),
toothSurface: z.union([z.lazy(() => StringNullableFilterObjectSchema), z.string()]).optional().nullable(),
icn: z.union([z.lazy(() => StringNullableFilterObjectSchema), z.string()]).optional().nullable(),
paidCode: z.union([z.lazy(() => StringNullableFilterObjectSchema), z.string()]).optional().nullable(),
allowedAmount: z.union([z.lazy(() => DecimalNullableFilterObjectSchema), z.union([
z.number(),
z.string(),
z.instanceof(Decimal),
z.instanceof(Prisma.Decimal),
DecimalJSLikeSchema,
]).refine((v) => isValidDecimalInput(v), {
message: "Field 'allowedAmount' must be a Decimal",
})]).optional().nullable(),
totalBilled: z.union([z.lazy(() => DecimalFilterObjectSchema), z.union([
z.number(),
z.string(),