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fix: update per-patient collected in reports to use mhPaidAmount + copayment

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All per-patient SQL queries now compute:
  collected = mhPaidAmount + copayment
  balance   = totalBilled - collected - adjustment

Fixes patient rows showing $0 collected while report total was correct.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
Gitead
2026-05-06 21:51:15 -04:00
parent c4ce5dd23d
commit e204d30ff6
1 changed files with 8 additions and 8 deletions
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16
apps/Backend/src/storage/payments-reports-storage.ts
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@@ -388,8 +388,8 @@ export const paymentsReportsStorage: IPaymentsReportsStorage = {
SELECT
pay."patientId" AS patient_id,
SUM(pay."totalBilled")::numeric(12,2) AS total_charges,
SUM(pay."totalPaid")::numeric(12,2) AS total_paid,
SUM(pay."totalAdjusted")::numeric(12,2) AS total_adjusted,
SUM(COALESCE(pay."mhPaidAmount",0) + pay."copayment")::numeric(12,2) AS total_paid,
SUM(pay."adjustment")::numeric(12,2) AS total_adjusted,
MAX(pay."createdAt") AS last_payment_date
FROM "Payment" pay
${paymentWhereClause}
@@ -509,8 +509,8 @@ export const paymentsReportsStorage: IPaymentsReportsStorage = {
SELECT COUNT(*)::int AS cnt FROM (
SELECT pay."patientId" AS patient_id,
SUM(pay."totalBilled")::numeric(14,2) AS total_charges,
SUM(pay."totalPaid")::numeric(14,2) AS total_paid,
SUM(pay."totalAdjusted")::numeric(14,2) AS total_adjusted
SUM(COALESCE(pay."mhPaidAmount",0) + pay."copayment")::numeric(14,2) AS total_paid,
SUM(pay."adjustment")::numeric(14,2) AS total_adjusted
FROM "Payment" pay
${paymentWhereClause}
GROUP BY pay."patientId"
@@ -639,10 +639,10 @@ export const paymentsReportsStorage: IPaymentsReportsStorage = {
payments_agg AS (
SELECT
pay."patientId" AS patient_id,
SUM(pay."totalBilled")::numeric(14,2) AS total_charges,
SUM(pay."totalPaid")::numeric(14,2) AS total_paid,
SUM(pay."totalAdjusted")::numeric(14,2) AS total_adjusted,
MAX(pay."createdAt") AS last_payment_date
SUM(pay."totalBilled")::numeric(14,2) AS total_charges,
SUM(COALESCE(pay."mhPaidAmount",0) + pay."copayment")::numeric(14,2) AS total_paid,
SUM(pay."adjustment")::numeric(14,2) AS total_adjusted,
MAX(pay."createdAt") AS last_payment_date
FROM "Payment" pay
JOIN "Claim" c ON pay."claimId" = c.id
WHERE c."staffId" = ${Number(staffId)}