Files
DentalManagementMH06/apps/Frontend/src/pages/claims-page.tsx
Gitead 5ceecbeb7f feat: improve CCA preauth cell filling, implants category, preauth no recording
- Selenium: bulletproof Wait→Click→Clear→Type→Verify for tooth, billed amt cells
- Selenium: fix billed amt to click td[23] (correct column) to trigger edit mode
- Selenium: skip tentative date (auto-filled by page after tooth entry)
- Frontend: add Implants category with Implant/Abut/Crown, Fixture, Abutment, Crown buttons (D6010/D6057/D6058)
- Frontend: pdf-preview-modal renders PNG screenshots as <img> instead of PDF iframe
- Backend: CCA preauth route creates claim record if none exists
- Backend: CCA preauth processor saves authNumber into claimNumber column after submission

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-23 22:01:52 -04:00

715 lines
24 KiB
TypeScript
Executable File

import { useState, useEffect, useMemo, useRef } from "react";
import { useMutation } from "@tanstack/react-query";
import {
Card,
CardHeader,
CardTitle,
CardContent,
CardDescription,
} from "@/components/ui/card";
import { ClaimForm } from "@/components/claims/claim-form";
import { useToast } from "@/hooks/use-toast";
import { useAuth } from "@/hooks/use-auth";
import { apiRequest, queryClient } from "@/lib/queryClient";
import { useLocation } from "wouter";
import { useAppDispatch, useAppSelector } from "@/redux/hooks";
import {
setTaskStatus,
clearTaskStatus,
} from "@/redux/slices/seleniumTaskSlice";
import { SeleniumTaskBanner } from "@/components/ui/selenium-task-banner";
import { useJobStatus } from "@/hooks/use-job-status";
import ClaimsRecentTable, {
QK_CLAIMS_BASE,
} from "@/components/claims/claims-recent-table";
import { QK_APPOINTMENTS_BASE } from "@/pages/appointments-page";
import ClaimsOfPatientModal from "@/components/claims/claims-of-patient-table";
import {
Claim,
InsertAppointment,
UpdateAppointment,
UpdatePatient,
} from "@repo/db/types";
import ClaimDocumentsUploadMultiple from "@/components/claims/claim-document-upload-modal";
import { QK_PATIENTS_BASE } from "@/components/patients/patient-table";
import { PdfPreviewModal } from "@/components/insurance-status/pdf-preview-modal";
export default function ClaimsPage() {
const [isClaimFormOpen, setIsClaimFormOpen] = useState(false);
const [selectedPatientId, setSelectedPatientId] = useState<number | null>(
null
);
// for redirect from appointment page directly, then passing to claimform
const [selectedAppointmentId, setSelectedAppointmentId] = useState<
number | null
>(null);
// PDF preview modal state
const [previewOpen, setPreviewOpen] = useState(false);
const [previewPdfId, setPreviewPdfId] = useState<number | null>(null);
const [previewFallbackFilename, setPreviewFallbackFilename] = useState<string | null>(null);
const dispatch = useAppDispatch();
const { status, message, show } = useAppSelector(
(state) => state.seleniumTasks.claimSubmit
);
// Track pending selenium jobs so we can react to completion via socket
const [pendingClaimJobId, setPendingClaimJobId] = useState<string | null>(null);
const pendingClaimMeta = useRef<{
patientId: number | null;
groupKey: "INSURANCE_CLAIM" | "INSURANCE_CLAIM_PREAUTH";
}>({ patientId: null, groupKey: "INSURANCE_CLAIM" });
const { status: jobStatus, result: jobResult, socketId } = useJobStatus(pendingClaimJobId);
const { toast } = useToast();
const { user } = useAuth();
// Update patient mutation
const updatePatientMutation = useMutation({
mutationFn: async ({
id,
patient,
}: {
id: number;
patient: UpdatePatient;
}) => {
const res = await apiRequest("PUT", `/api/patients/${id}`, patient);
return res.json();
},
onSuccess: () => {
toast({
title: "Success",
description: "Patient updated successfully!",
variant: "default",
});
queryClient.invalidateQueries({ queryKey: QK_CLAIMS_BASE });
queryClient.invalidateQueries({ queryKey: QK_PATIENTS_BASE });
},
onError: (error) => {
toast({
title: "Error",
description: `Failed to update patient: ${error.message}`,
variant: "destructive",
});
},
});
// Create/upsert appointment mutation
const createAppointmentMutation = useMutation({
mutationFn: async (appointment: InsertAppointment) => {
const res = await apiRequest(
"POST",
"/api/appointments/upsert",
appointment
);
return await res.json();
},
onSuccess: (appointment) => {
toast({
title: "Appointment Scheduled",
description: appointment.message || "Appointment created successfully.",
});
},
onError: (error: Error) => {
toast({
title: "Error",
description: `Failed to create appointment: ${error.message}`,
variant: "destructive",
});
},
});
// create claim mutation
const createClaimMutation = useMutation({
mutationFn: async (claimData: any) => {
const res = await apiRequest("POST", "/api/claims/", claimData);
return res.json();
},
onSuccess: () => {
queryClient.invalidateQueries({ queryKey: QK_CLAIMS_BASE });
toast({
title: "Claim created successfully",
variant: "default",
});
},
onError: (error: any) => {
toast({
title: "Error submitting claim",
description: error.message,
variant: "destructive",
});
},
});
// React to selenium job completing via socket
useEffect(() => {
if (!pendingClaimJobId) return;
if (jobStatus === "completed" && jobResult) {
setPendingClaimJobId(null);
queryClient.invalidateQueries({ queryKey: ["claims-recent"] });
// CCA result: pdfFileId is already saved by the processor — open preview directly
if (jobResult.pdfFileId) {
setPreviewPdfId(jobResult.pdfFileId);
setPreviewFallbackFilename(jobResult.pdfFilename ?? `cca_claim_${jobResult.claimNumber ?? "unknown"}.pdf`);
setPreviewOpen(true);
dispatch(setTaskStatus({
key: "claimSubmit",
status: "success",
message: jobResult.claimNumber
? `CCA claim submitted — Encounter ID: ${jobResult.claimNumber}`
: "CCA claim submitted successfully",
}));
} else {
// MH claim: needs PDF download step
handleMHSeleniumPdfDownload(
jobResult,
pendingClaimMeta.current.patientId,
pendingClaimMeta.current.groupKey
);
}
} else if (jobStatus === "failed") {
setPendingClaimJobId(null);
dispatch(setTaskStatus({ key: "claimSubmit", status: "error", message: "Selenium job failed" }));
}
// eslint-disable-next-line react-hooks/exhaustive-deps
}, [jobStatus, jobResult, pendingClaimJobId]);
// small helper: remove given query params from the current URL (silent, no reload)
const clearUrlParams = (params: string[]) => {
try {
const url = new URL(window.location.href);
let changed = false;
for (const p of params) {
if (url.searchParams.has(p)) {
url.searchParams.delete(p);
changed = true;
}
}
if (changed) {
window.history.replaceState({}, document.title, url.toString());
}
} catch (e) {
// ignore (URL API or history.replaceState might throw in very old envs)
}
};
// case1: - this params are set by pdf extraction/patient page or either by patient-add-form. then used in claim page here.
const [location] = useLocation();
const { newPatient, mode } = useMemo(() => {
const params = new URLSearchParams(window.location.search);
return {
newPatient: params.get("newPatient"),
mode: params.get("mode"), // direct | manual | null};
};
}, [location]);
const handleNewClaim = (patientId: number, appointmentId?: number) => {
setSelectedPatientId(patientId);
// case: when redirect happerns from appointment page.
if (appointmentId) {
setSelectedAppointmentId(appointmentId);
}
setIsClaimFormOpen(true);
};
// if ?newPatient=<id> is present, open claim form directly
useEffect(() => {
if (!newPatient) return;
const id = Number(newPatient);
if (!Number.isFinite(id) || id <= 0) return;
handleNewClaim(id);
clearUrlParams(["newPatient"]);
}, [newPatient]);
// case2 - redirect from appointment page:
// If ?appointmentId= is present (and no ?newPatient param), fetch appointment->patient and open claim form
useEffect(() => {
const params = new URLSearchParams(window.location.search);
const appointmentIdParam = params.get("appointmentId");
// If newPatient flow is present, prefer it and do nothing here
if (newPatient) return;
if (!appointmentIdParam) return;
const appointmentId = Number(appointmentIdParam);
if (!Number.isFinite(appointmentId) || appointmentId <= 0) return;
let cancelled = false;
(async () => {
try {
const res = await apiRequest(
"GET",
`/api/appointments/${appointmentId}`
);
if (!res.ok) {
let body: any = null;
try {
body = await res.json();
} catch {}
if (!cancelled) {
toast({
title: "Failed to load appointment",
description:
body?.message ??
body?.error ??
`Could not fetch appointment ${appointmentId}.`,
variant: "destructive",
});
}
return;
}
const appointment = await res.json();
const patientId = appointment?.patientId;
if (!cancelled && patientId) {
handleNewClaim(patientId, appointmentId);
clearUrlParams(["appointmentId"]);
}
} catch (err: any) {
if (!cancelled) {
console.error("Error fetching patient for appointment:", err);
toast({
title: "Error",
description: err?.message ?? "Failed to fetch patient.",
variant: "destructive",
});
}
}
})();
return () => {
cancelled = true;
};
}, [location, newPatient]);
// 1. upsert appointment.
const handleAppointmentSubmit = async (
appointmentData: InsertAppointment | UpdateAppointment
): Promise<number> => {
return new Promise<number>((resolve, reject) => {
createAppointmentMutation.mutate(
{
date: appointmentData.date,
startTime: "09:00",
endTime: "09:30",
staffId: appointmentData.staffId,
patientId: appointmentData.patientId,
userId: user?.id,
title: "Scheduled Appointment",
type: "checkup",
},
{
onSuccess: (appointment) => {
resolve(appointment.id);
},
onError: (error) => {
toast({
title: "Error",
description: "Could not schedule appointment",
variant: "destructive",
});
reject(error);
},
}
);
});
};
// 2. Update Patient ( for insuranceId and Insurance Provider)
const handleUpdatePatient = (patient: UpdatePatient & { id?: number }) => {
if (patient) {
const { id, ...sanitizedPatient } = patient;
updatePatientMutation.mutate({
id: Number(patient.id),
patient: sanitizedPatient,
});
} else {
toast({
title: "Error",
description: "Cannot update patient: No patient or user found",
variant: "destructive",
});
}
};
// 3. create or update claim (update when claimId is present)
const handleClaimSubmit = async (claimData: any): Promise<Claim> => {
const { isDraft, claimId, uploadedFiles: _uf, ...cleanData } = claimData;
if (claimId) {
// Update existing saved claim (PUT never creates a Payment)
const res = await apiRequest("PUT", `/api/claims/${claimId}`, cleanData);
const data = await res.json();
if (!res.ok) throw new Error(data?.message || "Failed to update claim");
queryClient.invalidateQueries({ queryKey: QK_CLAIMS_BASE });
if (!isDraft) toast({ title: "Claim updated successfully", variant: "default" });
return data;
}
// New claim: draft saves skip Payment creation
const url = isDraft ? "/api/claims/?draft=true" : "/api/claims/";
const res = await apiRequest("POST", url, cleanData);
const data = await res.json();
if (!res.ok) throw new Error(data?.message || "Failed to save claim");
queryClient.invalidateQueries({ queryKey: QK_CLAIMS_BASE });
return data;
};
// 4. handle selenium sybmiting Mass Health claim
const handleMHClaimSubmitSelenium = async (data: any) => {
const formData = new FormData();
formData.append("data", JSON.stringify(data));
if (socketId) formData.append("socketId", socketId);
const uploadedFiles: File[] = data.uploadedFiles ?? [];
uploadedFiles.forEach((file: File) => {
if (file.type === "application/pdf") {
formData.append("pdfs", file);
} else if (file.type.startsWith("image/")) {
formData.append("images", file);
}
});
try {
dispatch(
setTaskStatus({
key: "claimSubmit",
status: "pending",
message: "Submitting claim to Selenium...",
})
);
const response = await apiRequest(
"POST",
"/api/claims/selenium-claim",
formData
);
const result1 = await response.json();
if (result1.error) throw new Error(result1.error);
// Job is queued — wait for socket completion before downloading PDF
pendingClaimMeta.current = { patientId: selectedPatientId, groupKey: "INSURANCE_CLAIM" };
setPendingClaimJobId(result1.jobId);
dispatch(
setTaskStatus({
key: "claimSubmit",
status: "pending",
message: "Submitted to Selenium. Awaiting result...",
})
);
toast({
title: "Selenium service notified",
description: "Claim submitted to Selenium. Waiting for confirmation...",
variant: "default",
});
} catch (error: any) {
dispatch(
setTaskStatus({
key: "claimSubmit",
status: "error",
message: error.message || "Selenium submission failed",
})
);
toast({
title: "Selenium service error",
description: error.message || "An error occurred.",
variant: "destructive",
});
}
};
// CCA claim selenium handler
const handleCCAClaimSubmitSelenium = async (data: any) => {
const formData = new FormData();
formData.append("data", JSON.stringify(data));
if (socketId) formData.append("socketId", socketId);
const uploadedFiles: File[] = data.uploadedFiles ?? [];
uploadedFiles.forEach((file: File) => {
if (file.type === "application/pdf") {
formData.append("pdfs", file);
} else if (file.type.startsWith("image/")) {
formData.append("images", file);
}
});
try {
dispatch(setTaskStatus({ key: "claimSubmit", status: "pending", message: "Submitting CCA claim..." }));
const response = await apiRequest("POST", "/api/claims/cca-claim", formData);
const result = await response.json();
if (result.error) throw new Error(result.error);
// Track job so the completion useEffect fires when Selenium finishes
pendingClaimMeta.current = { patientId: selectedPatientId, groupKey: "INSURANCE_CLAIM" };
setPendingClaimJobId(result.jobId);
dispatch(setTaskStatus({ key: "claimSubmit", status: "pending", message: "CCA claim queued. Awaiting Selenium..." }));
toast({ title: "CCA Claim queued", description: "Selenium is processing the claim.", variant: "default" });
} catch (error: any) {
dispatch(setTaskStatus({ key: "claimSubmit", status: "error", message: error.message || "CCA claim failed" }));
toast({ title: "CCA Claim error", description: error.message || "An error occurred.", variant: "destructive" });
}
};
// CCA pre-auth selenium handler
const handleCCAPreAuthSubmitSelenium = async (data: any) => {
const formData = new FormData();
formData.append("data", JSON.stringify(data));
if (socketId) formData.append("socketId", socketId);
const uploadedFiles: File[] = data.uploadedFiles ?? [];
uploadedFiles.forEach((file: File) => {
if (file.type === "application/pdf") {
formData.append("pdfs", file);
} else if (file.type.startsWith("image/")) {
formData.append("images", file);
}
});
try {
dispatch(setTaskStatus({ key: "claimSubmit", status: "pending", message: "Submitting CCA PreAuth..." }));
const response = await apiRequest("POST", "/api/claims/cca-preauth", formData);
const result = await response.json();
if (result.error) throw new Error(result.error);
pendingClaimMeta.current = { patientId: selectedPatientId, groupKey: "INSURANCE_CLAIM_PREAUTH" };
setPendingClaimJobId(result.jobId);
dispatch(setTaskStatus({ key: "claimSubmit", status: "pending", message: "CCA PreAuth queued. Awaiting Selenium..." }));
toast({ title: "CCA PreAuth queued", description: "Selenium is processing the pre-authorization.", variant: "default" });
} catch (error: any) {
dispatch(setTaskStatus({ key: "claimSubmit", status: "error", message: error.message || "CCA PreAuth failed" }));
toast({ title: "CCA PreAuth error", description: error.message || "An error occurred.", variant: "destructive" });
}
};
// 5. selenium pdf download handler
const handleMHSeleniumPdfDownload = async (
data: any,
selectedPatientId: number | null,
groupTitleKey: "INSURANCE_CLAIM" | "INSURANCE_CLAIM_PREAUTH"
) => {
try {
if (!selectedPatientId) {
throw new Error("Missing patientId");
}
dispatch(
setTaskStatus({
key: "claimSubmit",
status: "pending",
message: "Downloading PDF from Selenium...",
})
);
const res = await apiRequest("POST", "/api/claims/selenium/fetchpdf", {
patientId: selectedPatientId,
pdf_url: data.pdf_url,
groupTitleKey,
});
const result = await res.json();
if (result.error) throw new Error(result.error);
// Invalidate queries to refresh the Documents area
queryClient.invalidateQueries({ queryKey: ["groupPdfs"] });
queryClient.invalidateQueries({ queryKey: ["pdf-groups"] });
queryClient.invalidateQueries({ queryKey: ["claims-recent"] });
// Invalidate appointments so the schedule page picks up the new claim color
queryClient.invalidateQueries({ queryKey: QK_APPOINTMENTS_BASE });
const isPreAuth = groupTitleKey === "INSURANCE_CLAIM_PREAUTH";
const preAuthNumber = data.preAuthNumber ?? data.result?.preAuthNumber ?? null;
dispatch(
setTaskStatus({
key: "claimSubmit",
status: "success",
message: isPreAuth
? `PreAuth submitted & PDF saved.${preAuthNumber ? ` PreAuth #: ${preAuthNumber}` : ""}`
: "Claim submitted & PDF downloaded successfully.",
})
);
toast({
title: isPreAuth ? "PreAuth Submitted" : "Success",
description: isPreAuth
? preAuthNumber
? `PreAuth Number: ${preAuthNumber} — PDF saved to Documents.`
: "PreAuth submitted! PDF saved to Documents page."
: "Claim submitted successfully! PDF saved to Documents page.",
duration: isPreAuth ? 10000 : 5000,
});
// Pop up the final PDF so the user doesn't need to navigate to Documents
if (result.pdfFileId) {
setPreviewPdfId(result.pdfFileId);
setPreviewFallbackFilename(result.fileName ?? null);
setPreviewOpen(true);
}
return result;
} catch (error: any) {
dispatch(
setTaskStatus({
key: "claimSubmit",
status: "error",
message: error.message || "Failed to download PDF",
})
);
toast({
title: "Error",
description: error.message || "Failed to fetch PDF",
variant: "destructive",
});
}
};
// 6. close claim
const closeClaim = () => {
setSelectedPatientId(null);
setSelectedAppointmentId(null);
setIsClaimFormOpen(false);
clearUrlParams(["newPatient", "appointmentId"]);
};
// Pre Auth section
const handleMHClaimPreAuthSubmitSelenium = async (data: any) => {
const formData = new FormData();
formData.append("data", JSON.stringify(data));
if (socketId) formData.append("socketId", socketId);
const uploadedFiles: File[] = data.uploadedFiles ?? [];
uploadedFiles.forEach((file: File) => {
if (file.type === "application/pdf") {
formData.append("pdfs", file);
} else if (file.type.startsWith("image/")) {
formData.append("images", file);
}
});
try {
dispatch(
setTaskStatus({
key: "claimSubmit",
status: "pending",
message: "Submitting claim pre auth to Selenium...",
})
);
const response = await apiRequest(
"POST",
"/api/claims/selenium-claim-pre-auth",
formData
);
const result1 = await response.json();
if (result1.error) throw new Error(result1.error);
// Job is queued — wait for socket completion before downloading PDF
pendingClaimMeta.current = { patientId: selectedPatientId, groupKey: "INSURANCE_CLAIM_PREAUTH" };
setPendingClaimJobId(result1.jobId);
dispatch(
setTaskStatus({
key: "claimSubmit",
status: "pending",
message: "Submitted to Selenium. Awaiting result...",
})
);
toast({
title: "Selenium service notified",
description: "Pre-auth submitted to Selenium. Waiting for confirmation...",
variant: "default",
});
} catch (error: any) {
dispatch(
setTaskStatus({
key: "claimSubmit",
status: "error",
message: error.message || "Selenium submission failed",
})
);
toast({
title: "Selenium service error",
description: error.message || "An error occurred.",
variant: "destructive",
});
}
};
return (
<div>
<SeleniumTaskBanner
status={status}
message={message}
show={show}
onClear={() => dispatch(clearTaskStatus("claimSubmit"))}
/>
<div className="container mx-auto space-y-6">
<div className="flex justify-between items-center">
<div>
<h1 className="text-3xl font-bold tracking-tight">
Insurance Claims
</h1>
<p className="text-muted-foreground">
Manage and submit insurance claims for patients
</p>
</div>
</div>
</div>
{/* Recent Claims by Patients also handles new claims */}
<ClaimsOfPatientModal onNewClaim={handleNewClaim} />
{/* Recent Claims Section */}
<Card>
<CardHeader>
<CardTitle>Recently Submitted Claims</CardTitle>
<CardDescription>
View and manage all recent claims information
</CardDescription>
</CardHeader>
<CardContent>
<ClaimsRecentTable
allowEdit={true}
allowView={true}
allowDelete={true}
/>
</CardContent>
</Card>
{/* File Upload Zone */}
<ClaimDocumentsUploadMultiple />
{/* Claim Form Modal */}
{isClaimFormOpen && selectedPatientId !== null && (
<ClaimForm
patientId={selectedPatientId}
appointmentId={selectedAppointmentId ?? undefined}
autoSubmit={mode === "direct"}
proceduresOnly={mode === "procedures"}
onClose={closeClaim}
onSubmit={handleClaimSubmit}
onHandleAppointmentSubmit={handleAppointmentSubmit}
onHandleUpdatePatient={handleUpdatePatient}
onHandleForMHSeleniumClaim={handleMHClaimSubmitSelenium}
onHandleForMHSeleniumClaimPreAuth={handleMHClaimPreAuthSubmitSelenium}
onHandleForCCASeleniumClaim={handleCCAClaimSubmitSelenium}
onHandleForCCASeleniumPreAuth={handleCCAPreAuthSubmitSelenium}
/>
)}
{/* PDF Preview Modal */}
<PdfPreviewModal
open={previewOpen}
onClose={() => {
setPreviewOpen(false);
setPreviewPdfId(null);
setPreviewFallbackFilename(null);
}}
pdfId={previewPdfId}
fallbackFilename={previewFallbackFilename}
/>
</div>
);
}