Files
DentalManagementMH06/apps/Frontend/src/components/claims/claim-edit-modal.tsx
Gitead 7360b1930b feat: add provider column, commission tracking, and report provider filter
- Claims & Payments: save npiProviderId when submitting MH claim; sync between claim and payment on update
- Claims table: add Provider column showing rendering provider name
- Payments table: add Provider column + purple Commissioned badge on status
- Claim edit modal: add Rendering Provider dropdown (defaults to Mary Scannell)
- Payment edit modal: add Rendering Provider dropdown + Commissioned metadata display
- Reports page: add Provider filter dropdown (dynamic from NPI providers settings)
- Reports page: remove Collections by Doctor report type and Select Doctor dropdown
- Commission section: new section in reports page with date range + provider filter, shows eligible paid claims/payments per provider, multi-select checkboxes, Pay Commission modal with print + save, marks payments as commissioned so they are excluded from future cycles
- DB: add CommissionBatch and CommissionBatchItem tables; backfill Payment.npiProviderId from linked claims
- Backend: PATCH /api/payments/:id/provider syncs to linked claim; PUT /api/claims/:id syncs to linked payment; new /api/commissions routes

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-15 23:51:39 -04:00

359 lines
13 KiB
TypeScript
Executable File

import {
Dialog,
DialogContent,
DialogHeader,
DialogTitle,
DialogDescription,
} from "@/components/ui/dialog";
import { Button } from "@/components/ui/button";
import {
Select,
SelectContent,
SelectItem,
SelectTrigger,
SelectValue,
} from "@/components/ui/select";
import { formatDateToHumanReadable } from "@/utils/dateUtils";
import React, { useEffect, useState } from "react";
import { ClaimStatus, ClaimWithServiceLines, NpiProvider } from "@repo/db/types";
import { useQuery } from "@tanstack/react-query";
import { apiRequest } from "@/lib/queryClient";
import {
safeParseMissingTeeth,
splitTeeth,
ToothChip,
toStatusLabel,
} from "./tooth-ui";
type ClaimEditModalProps = {
isOpen: boolean;
onOpenChange: (open: boolean) => void;
onClose: () => void;
claim: ClaimWithServiceLines | null;
onSave: (updatedClaim: ClaimWithServiceLines) => void;
};
export default function ClaimEditModal({
isOpen,
onOpenChange,
onClose,
claim,
onSave,
}: ClaimEditModalProps) {
const [status, setStatus] = useState<ClaimStatus>(
claim?.status ?? ("PENDING" as ClaimStatus)
);
const [selectedNpiProviderId, setSelectedNpiProviderId] = useState<number | null>(
(claim as any)?.npiProviderId ?? null
);
const { data: npiProviders = [] } = useQuery<NpiProvider[]>({
queryKey: ["/api/npiProviders/"],
queryFn: async () => {
const res = await apiRequest("GET", "/api/npiProviders/");
return res.json();
},
});
// Default to Mary Scannell (or first provider) only when no provider is set
useEffect(() => {
if (!npiProviders.length) return;
if (selectedNpiProviderId !== null) return;
const mary = npiProviders.find((p) =>
p.providerName.toLowerCase().includes("mary scannell")
);
const fallback = mary ?? npiProviders[0];
if (fallback) setSelectedNpiProviderId(fallback.id);
}, [npiProviders]);
if (!claim) return null;
const handleSave = () => {
const updatedClaim: ClaimWithServiceLines = {
...claim,
status,
npiProviderId: selectedNpiProviderId,
npiProvider: npiProviders.find((p) => p.id === selectedNpiProviderId) ?? null,
} as ClaimWithServiceLines;
onSave(updatedClaim);
onOpenChange(false);
};
return (
<Dialog open={isOpen} onOpenChange={onOpenChange}>
<DialogContent className="sm:max-w-[700px] max-h-[90vh] overflow-y-auto">
<DialogHeader>
<DialogTitle>Edit Claim Status</DialogTitle>
<DialogDescription>Update the status of the claim.</DialogDescription>
</DialogHeader>
<div className="space-y-4">
{/* Patient Details */}
<div className="flex items-center space-x-4">
<div className="h-16 w-16 rounded-full bg-blue-600 text-white flex items-center justify-center text-xl font-medium">
{claim.patientName.charAt(0)}
</div>
<div>
<h3 className="text-xl font-semibold">{claim.patientName}</h3>
<p className="text-gray-500">
Claim ID: {claim.id?.toString().padStart(4, "0")}
</p>
<p className="text-gray-500">
Claim No: {claim.claimNumber || "—"}
</p>
</div>
</div>
{/* Basic Info */}
<div className="grid grid-cols-1 md:grid-cols-2 gap-4 pt-4">
<div>
<h4 className="font-medium text-gray-900">Basic Information</h4>
<div className="mt-2 space-y-2">
<p>
<span className="text-gray-500">Date of Birth:</span>{" "}
{formatDateToHumanReadable(claim.dateOfBirth)}
</p>
<p>
<span className="text-gray-500">Service Date:</span>{" "}
{formatDateToHumanReadable(claim.serviceDate)}
</p>
<div>
<span className="text-gray-500">Status:</span>
<Select
value={status}
onValueChange={(value) => setStatus(value as ClaimStatus)}
>
<SelectTrigger className="mt-1 w-full">
<SelectValue placeholder="Select status" />
</SelectTrigger>
<SelectContent>
<SelectItem value="PENDING">Pending</SelectItem>
<SelectItem value="REVIEW">Review</SelectItem>
<SelectItem value="APPROVED">Approved</SelectItem>
<SelectItem value="CANCELLED">Cancelled</SelectItem>
</SelectContent>
</Select>
</div>
<div>
<span className="text-gray-500">Rendering Provider:</span>
<Select
value={selectedNpiProviderId?.toString() ?? ""}
onValueChange={(val) => setSelectedNpiProviderId(Number(val))}
>
<SelectTrigger className="mt-1 w-full">
<SelectValue placeholder="Select Provider" />
</SelectTrigger>
<SelectContent>
{npiProviders.map((p) => (
<SelectItem key={p.id} value={p.id.toString()}>
{p.npiNumber} {p.providerName}
</SelectItem>
))}
</SelectContent>
</Select>
</div>
</div>
</div>
<div>
<h4 className="font-medium text-gray-900">Insurance Details</h4>
<div className="mt-2 space-y-2">
<p>
<span className="text-gray-500">Claim Number:</span>{" "}
{claim.claimNumber || "—"}
</p>
<p>
<span className="text-gray-500">Insurance Provider:</span>{" "}
{claim.insuranceProvider || "N/A"}
</p>
<p>
<span className="text-gray-500">Member ID:</span>{" "}
{claim.memberId}
</p>
<p>
<span className="text-gray-500">Remarks:</span>{" "}
{claim.remarks || "N/A"}
</p>
</div>
</div>
</div>
{/* Timestamps */}
<div className="space-y-2">
<h4 className="font-medium text-gray-900">Timestamps</h4>
<p>
<span className="text-gray-500">Created At:</span>{" "}
{formatDateToHumanReadable(claim.createdAt)}
</p>
<p>
<span className="text-gray-500">Updated At:</span>{" "}
{formatDateToHumanReadable(claim.updatedAt)}
</p>
</div>
{/* Staff Info */}
{claim.staff && (
<div className="space-y-2 pt-4">
<h4 className="font-medium text-gray-900">Assigned Staff</h4>
<p>
<span className="text-gray-500">Name:</span> {claim.staff.name}
</p>
<p>
<span className="text-gray-500">Role:</span> {claim.staff.role}
</p>
{claim.staff.email && (
<p>
<span className="text-gray-500">Email:</span>{" "}
{claim.staff.email}
</p>
)}
{claim.staff.phone && (
<p>
<span className="text-gray-500">Phone:</span>{" "}
{claim.staff.phone}
</p>
)}
</div>
)}
{/* Service Lines */}
<div>
<h4 className="font-medium text-gray-900 pt-4">Service Lines</h4>
<div className="mt-2 space-y-3">
{claim.serviceLines.length > 0 ? (
<>
{claim.serviceLines.map((line) => (
<div
key={line.id}
className="border p-3 rounded-md bg-gray-50"
>
<p>
<span className="text-gray-500">Procedure Code:</span>{" "}
{line.procedureCode}
</p>
<p>
<span className="text-gray-500">Procedure Date:</span>{" "}
{formatDateToHumanReadable(line.procedureDate)}
</p>
{line.quad && (
<p>
<span className="text-gray-500">Quad:</span>{" "}
{line.quad}
</p>
)}
{line.arch && (
<p>
<span className="text-gray-500">Arch:</span>{" "}
{line.arch}
</p>
)}
{line.toothNumber && (
<p>
<span className="text-gray-500">Tooth Number:</span>{" "}
{line.toothNumber}
</p>
)}
{line.toothSurface && (
<p>
<span className="text-gray-500">Tooth Surface:</span>{" "}
{line.toothSurface}
</p>
)}
<p>
<span className="text-gray-500">Billed Amount:</span> $
{Number(line.totalBilled).toFixed(2)}
</p>
</div>
))}
<div className="text-right font-semibold text-gray-900 pt-2 border-t mt-4">
Total Billed Amount: $
{claim.serviceLines
.reduce((total, line) => {
const billed = line.totalBilled
? parseFloat(line.totalBilled as any)
: 0;
return total + billed;
}, 0)
.toFixed(2)}
</div>
</>
) : (
<p className="text-gray-500">No service lines available.</p>
)}
</div>
</div>
{/* Missing Teeth */}
<div className="space-y-2 pt-4">
<h4 className="font-medium text-gray-900">Missing Teeth</h4>
<p>
<span className="text-gray-500">Status:</span>{" "}
{toStatusLabel((claim as any).missingTeethStatus)}
</p>
{/* Only show details when the user chose "Specify Missing" */}
{(claim as any).missingTeethStatus === "Yes_missing" &&
(() => {
const map = safeParseMissingTeeth((claim as any).missingTeeth);
const { permanent, primary } = splitTeeth(map);
const hasAny = permanent.length > 0 || primary.length > 0;
if (!hasAny) {
return (
<p className="text-gray-500">
No specific teeth marked as missing.
</p>
);
}
return (
<div className="mt-2 space-y-3">
{permanent.length > 0 && (
<div>
<div className="text-xs font-medium text-gray-600 mb-2">
Permanent
</div>
<div className="flex flex-wrap gap-2">
{permanent.map((t) => (
<ToothChip key={t.name} name={t.name} v={t.v} />
))}
</div>
</div>
)}
{primary.length > 0 && (
<div>
<div className="text-xs font-medium text-gray-600 mb-2">
Primary
</div>
<div className="flex flex-wrap gap-2">
{primary.map((t) => (
<ToothChip key={t.name} name={t.name} v={t.v} />
))}
</div>
</div>
)}
</div>
);
})()}
{(claim as any).missingTeethStatus === "endentulous" && (
<p className="text-sm text-gray-700">Patient is edentulous.</p>
)}
</div>
{/* Actions */}
<div className="flex justify-end space-x-2 pt-4">
<Button variant="outline" onClick={onClose}>
Cancel
</Button>
<Button onClick={handleSave}>Save Changes</Button>
</div>
</div>
</DialogContent>
</Dialog>
);
}