initial commit

.gitignore

@@ -0,0 +1 @@
+node_modules

.turbo/daemon/a717e498b195720b-turbo.log.2026-04-04

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+2026-04-04T04:49:45.902314Z  WARN turborepo_daemon::server: Root watcher triggering shutdown

.turbo/preferences/tui.json

@@ -0,0 +1,4 @@
+{
+  "is_task_list_visible": true,
+  "active_task": "backend#dev"
+}

apps/Backend/.env

@@ -0,0 +1,13 @@
+NODE_ENV="development"
+HOST=0.0.0.0
+PORT=5000
+# FRONTEND_URLS=http://localhost:3000,http://192.168.1.8:3000
+# FRONTEND_URLS=http://localhost:3000
+FRONTEND_URLS=http://192.168.1.37:3000
+SELENIUM_AGENT_BASE_URL=http://localhost:5002
+JWT_SECRET = 'dentalsecret'
+DB_HOST=localhost
+DB_USER=postgres
+DB_PASSWORD=mypassword
+DB_NAME=dentalapp
+DATABASE_URL=postgresql://postgres:mypassword@localhost:5432/dentalapp

apps/Backend/.env.example

@@ -0,0 +1,13 @@
+NODE_ENV="development"
+HOST=0.0.0.0
+PORT=5000
+# FRONTEND_URLS=http://localhost:3000,http://192.168.1.8:3000
+# FRONTEND_URLS=http://localhost:3000
+FRONTEND_URLS=http://192.168.1.37:3000
+SELENIUM_AGENT_BASE_URL=http://localhost:5002
+JWT_SECRET = 'dentalsecret'
+DB_HOST=localhost
+DB_USER=postgres
+DB_PASSWORD=mypassword
+DB_NAME=dentalapp
+DATABASE_URL=postgresql://postgres:mypassword@localhost:5433/dentalapp

apps/Backend/.turbo/turbo-dev.log

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+
+> backend@1.0.0 dev
+> ts-node-dev --respawn --transpile-only src/index.ts
+
+[INFO] 11:56:33 ts-node-dev ver. 2.0.0 (using ts-node ver. 10.9.2, typescript ver. 5.9.3)
+✅ Server running in development mode at http://0.0.0.0:5000
+[2026-01-25T16:57:06.447Z] OPTIONS /api/notifications 204 in 3ms
+[2026-01-25T16:57:06.448Z] OPTIONS /api/users/ 204 in 0ms
+[2026-01-25T16:57:06.454Z] GET /api/notifications 403 in 5ms
+[2026-01-25T16:57:06.456Z] GET /api/users/ 403 in 1ms
+[2026-01-25T16:57:13.454Z] OPTIONS /api/auth/login 204 in 1ms
+[2026-01-25T16:57:13.676Z] POST /api/auth/login 200 in 208ms :: {"user":{"id":2,"username":"admin"},"token…
+[2026-01-25T16:57:13.700Z] OPTIONS /api/notifications 204 in 1ms
+[2026-01-25T16:57:13.715Z] GET /api/notifications 200 in 13ms :: []
+[2026-01-25T16:57:14.010Z] OPTIONS /api/patients/recent 204 in 1ms
+[2026-01-25T16:57:14.077Z] GET /api/patients/recent 200 in 60ms :: {"patients":[{"id":129,"firstName":"ROB…
+[2026-01-25T16:57:16.531Z] OPTIONS /api/database-management/destination 204 in 1ms
+[2026-01-25T16:57:16.535Z] OPTIONS /api/database-management/status 204 in 1ms
+[2026-01-25T16:57:16.563Z] GET /api/database-management/destination 200 in 24ms :: [{"id":6,"userId":2,"pa…
+[2026-01-25T16:57:16.596Z] GET /api/database-management/status 200 in 48ms :: {"connected":true,"size":"20…
+[2026-01-25T16:57:21.719Z] OPTIONS /api/patients/recent 204 in 1ms
+[2026-01-25T16:57:21.732Z] GET /api/patients/recent 304 in 9ms :: {"patients":[{"id":129,"firstName":"ROBE…
+[2026-01-25T16:57:30.632Z] OPTIONS /api/appointments/day 204 in 0ms
+[2026-01-25T16:57:30.633Z] OPTIONS /api/staffs/ 204 in 0ms
+[2026-01-25T16:57:30.649Z] GET /api/appointments/day 200 in 11ms :: {"appointments":[],"patients":[]}
+[2026-01-25T16:57:30.651Z] GET /api/staffs/ 201 in 6ms :: [{"id":4,"userId":2,"name":"Dr.S","email":null,"…
+[2026-01-25T16:57:32.881Z] OPTIONS /api/patients/recent 204 in 0ms
+[2026-01-25T16:57:32.882Z] OPTIONS /api/claims/recent 204 in 0ms
+[2026-01-25T16:57:32.898Z] GET /api/patients/recent 304 in 12ms :: {"patients":[{"id":129,"firstName":"ROB…
+[2026-01-25T16:57:32.922Z] GET /api/claims/recent 200 in 32ms :: {"claims":[{"id":160,"patientId":129,"app…
+[2026-01-25T16:57:39.896Z] OPTIONS /api/patients/128 204 in 0ms
+[2026-01-25T16:57:39.896Z] OPTIONS /api/staffs/ 204 in 0ms
+[2026-01-25T16:57:39.897Z] OPTIONS /api/npiProviders/ 204 in 0ms
+[2026-01-25T16:57:39.904Z] GET /api/patients/128 200 in 4ms :: {"id":128,"firstName":"BORIN","lastName":"K…
+[2026-01-25T16:57:39.907Z] GET /api/staffs/ 201 in 5ms :: [{"id":4,"userId":2,"name":"Dr.S","email":null,"…
+[2026-01-25T16:57:39.908Z] GET /api/npiProviders/ 304 in 4ms :: [{"id":2,"userId":2,"npiNumber":"157873261…

apps/Backend/package.json

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+{
+  "name": "backend",
+  "version": "1.0.0",
+  "description": "",
+  "main": "index.js",
+  "scripts": {
+    "dev": "ts-node-dev --respawn --transpile-only src/index.ts",
+    "build": "tsc",
+    "start": "node dist/index.js"
+  },
+  "keywords": [],
+  "author": "",
+  "license": "ISC",
+  "type": "commonjs",
+  "dependencies": {
+    "archiver": "^7.0.1",
+    "axios": "^1.9.0",
+    "bcrypt": "^5.1.1",
+    "cors": "^2.8.5",
+    "dotenv": "^16.0.3",
+    "express": "^4.21.2",
+    "express-session": "^1.18.1",
+    "form-data": "^4.0.2",
+    "jsonwebtoken": "^9.0.2",
+    "multer": "^2.0.0",
+    "node-cron": "^4.2.1",
+    "passport": "^0.7.0",
+    "passport-local": "^1.0.0",
+    "pdfkit": "^0.17.2",
+    "socket.io": "^4.8.1",
+    "ws": "^8.18.0",
+    "zod": "^3.24.2",
+    "zod-validation-error": "^3.4.0"
+  },
+  "devDependencies": {
+    "@types/archiver": "^6.0.3",
+    "@types/bcrypt": "^5.0.2",
+    "@types/cors": "^2.8.18",
+    "@types/express": "^5.0.1",
+    "@types/express-session": "^1.18.0",
+    "@types/form-data": "^2.2.1",
+    "@types/jsonwebtoken": "^9.0.9",
+    "@types/multer": "^1.4.12",
+    "@types/node": "20.16.11",
+    "@types/passport": "^1.0.16",
+    "@types/passport-local": "^1.0.38",
+    "@types/pdfkit": "^0.17.3",
+    "@types/ws": "^8.5.13",
+    "ts-node-dev": "^2.0.0"
+  }
+}

apps/Backend/src/app.ts

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+import express from "express";
+import cors from "cors";
+import routes from "./routes";
+import { errorHandler } from "./middlewares/error.middleware";
+import { apiLogger } from "./middlewares/logger.middleware";
+import authRoutes from "./routes/auth";
+import { authenticateJWT } from "./middlewares/auth.middleware";
+import dotenv from "dotenv";
+import { startBackupCron } from "./cron/backupCheck";
+import path from "path";
+
+dotenv.config();
+const NODE_ENV = (
+  process.env.NODE_ENV ||
+  process.env.ENV ||
+  "development"
+).toLowerCase();
+
+const app = express();
+
+app.use(express.json());
+app.use(express.urlencoded({ extended: true })); // For form data
+app.use(apiLogger);
+
+// --- CORS handling (flexible for dev and strict for prod) ---
+/**
+ * FRONTEND_URLS env value: comma-separated allowed origins
+ * Example: FRONTEND_URLS=http://localhost:3000,http://192.168.1.8:3000
+ */
+const rawFrontendUrls =
+  process.env.FRONTEND_URLS || process.env.FRONTEND_URL || "";
+const FRONTEND_URLS = rawFrontendUrls
+  .split(",")
+  .map((s) => s.trim())
+  .filter(Boolean);
+
+// helper to see if origin is allowed
+function isOriginAllowed(origin?: string | null) {
+  if (!origin) return true; // allow non-browser clients (curl/postman)
+
+  if (NODE_ENV !== "production") {
+    // Dev mode: allow localhost origins automatically
+    if (
+      origin.startsWith("http://localhost") ||
+      origin.startsWith("http://127.0.0.1") ||
+      origin.startsWith("http://192.168.0.240")
+    )
+      return true;
+    // allow explicit FRONTEND_URLS if provided
+    if (FRONTEND_URLS.includes(origin)) return true;
+    // optionally allow the server's LAN IP if FRONTEND_LAN_IP is provided
+    const lanIp = process.env.FRONTEND_LAN_IP;
+    if (lanIp && origin.startsWith(`http://${lanIp}`)) return true;
+    // fallback: deny if not matched
+    return false;
+  }
+
+  // production: strict whitelist — must match configured FRONTEND_URLS exactly
+  return FRONTEND_URLS.includes(origin);
+}
+
+app.use(
+  cors({
+    origin: (origin, cb) => {
+      if (isOriginAllowed(origin)) return cb(null, true);
+      cb(new Error(`CORS: Origin ${origin} not allowed`));
+    },
+    methods: ["GET", "POST", "PUT", "PATCH", "DELETE", "OPTIONS"],
+    allowedHeaders: ["Content-Type", "Authorization"],
+    credentials: true,
+  })
+);
+
+// Serve static files from uploads directory
+app.use("/uploads", express.static(path.join(process.cwd(), "uploads")));
+
+app.use("/api/auth", authRoutes);
+app.use("/api", authenticateJWT, routes);
+
+app.use(errorHandler);
+
+//startig cron job
+startBackupCron();
+
+export default app;

apps/Backend/src/cron/backupCheck.ts

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+import cron from "node-cron";
+import fs from "fs";
+import { storage } from "../storage";
+import { NotificationTypes } from "@repo/db/types";
+import { backupDatabaseToPath } from "../services/databaseBackupService";
+
+/**
+ * Daily cron job to check if users haven't backed up in 7 days
+ * Creates a backup notification if overdue
+ */
+export const startBackupCron = () => {
+  cron.schedule("0 22 * * *", async () => {
+    // Every calendar days, at 10 PM
+    // cron.schedule("*/10 * * * * *", async () => { // Every 10 seconds (for Test)
+
+    console.log("🔄 Running backup check...");
+
+    const userBatchSize = 100;
+    let userOffset = 0;
+
+    while (true) {
+      // Fetch a batch of users
+      const users = await storage.getUsers(userBatchSize, userOffset);
+      if (!users || users.length === 0) break;
+
+      for (const user of users) {
+        try {
+          if (user.id == null) {
+            continue;
+          }
+
+          const destination = await storage.getActiveBackupDestination(user.id);
+          const lastBackup = await storage.getLastBackup(user.id);
+
+          // ==============================
+          // CASE 1: Destination exists → auto backup
+          // ==============================
+          if (destination) {
+            if (!fs.existsSync(destination.path)) {
+              await storage.createNotification(
+                user.id,
+                "BACKUP",
+                "❌ Automatic backup failed: external drive not connected."
+              );
+              continue;
+            }
+
+            try {
+              const filename = `dental_backup_${Date.now()}.zip`;
+
+              await backupDatabaseToPath({
+                destinationPath: destination.path,
+                filename,
+              });
+
+              await storage.createBackup(user.id);
+              await storage.deleteNotificationsByType(user.id, "BACKUP");
+
+              console.log(`✅ Auto backup successful for user ${user.id}`);
+              continue;
+            } catch (err) {
+              console.error(`Auto backup failed for user ${user.id}`, err);
+
+              await storage.createNotification(
+                user.id,
+                "BACKUP",
+                "❌ Automatic backup failed. Please check your backup destination."
+              );
+              continue;
+            }
+          }
+
+          // ==============================
+          // CASE 2: No destination → fallback to reminder
+          // ==============================
+
+          const daysSince = lastBackup?.createdAt
+            ? (Date.now() - new Date(lastBackup.createdAt).getTime()) /
+              (1000 * 60 * 60 * 24)
+            : Infinity;
+
+          if (daysSince >= 7) {
+            await storage.createNotification(
+              user.id,
+              "BACKUP" as NotificationTypes,
+              "⚠️ It has been more than 7 days since your last backup."
+            );
+            console.log(`Notification created for user ${user.id}`);
+          }
+        } catch (err) {
+          console.error(`Error processing user ${user.id}:`, err);
+        }
+      }
+
+      userOffset += userBatchSize; // next user batch
+    }
+
+    console.log("✅ Daily backup check completed.");
+  });
+};

apps/Backend/src/index.ts

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+import app from "./app";
+import dotenv from "dotenv";
+import http from "http";
+import { initSocket } from "./socket";
+
+dotenv.config();
+
+const NODE_ENV = (
+  process.env.NODE_ENV ||
+  process.env.ENV ||
+  "development"
+).toLowerCase();
+const HOST = process.env.HOST || "0.0.0.0";
+const PORT = Number(process.env.PORT) || 5000;
+
+// HTTP server from express app
+const server = http.createServer(app);
+
+// Initialize socket.io on this server
+initSocket(server);
+
+server.listen(PORT, HOST, () => {
+  console.log(
+    `✅ Server running in ${NODE_ENV} mode at http://${HOST}:${PORT}`
+  );
+});
+
+// Handle startup errors
+server.on("error", (err: NodeJS.ErrnoException) => {
+  if (err.code === "EADDRINUSE") {
+    console.error(`❌ Port ${PORT} is already in use`);
+  } else {
+    console.error("❌ Server failed to start:", err);
+  }
+  process.exit(1); // Exit with failure
+});
+
+// Graceful shutdown
+const shutdown = (signal: string) => {
+  console.log(`⚡ Received ${signal}, shutting down gracefully...`);
+
+  server.close(() => {
+    console.log("✅ HTTP server closed");
+
+    // TODO: Close DB connections if needed
+    // db.$disconnect().then(() => console.log("✅ Database disconnected"));
+
+    process.exit(0);
+  });
+};
+
+process.on("SIGINT", () => shutdown("SIGINT"));
+process.on("SIGTERM", () => shutdown("SIGTERM"));

apps/Backend/src/middlewares/auth.middleware.ts

@@ -0,0 +1,26 @@
+import jwt from 'jsonwebtoken';
+import { Request, Response, NextFunction } from 'express';
+
+const JWT_SECRET = process.env.JWT_SECRET || 'your-jwt-secret'; // Secret used for signing JWTs
+
+export function authenticateJWT(req: Request, res: Response, next: NextFunction): void{
+
+  // Check the Authorization header for the Bearer token
+  const token = req.header('Authorization')?.split(' ')[1]; // Extract token from Authorization header
+
+  if (!token) {
+    res.status(401).send("Access denied. No token provided.");
+    return;
+  }
+
+  // Verify JWT
+  jwt.verify(token, JWT_SECRET, (err, decoded) => {
+    if (err) {
+      return res.status(403).send("Forbidden. Invalid token.");
+    }
+
+    // Attach the decoded user data to the request object
+    req.user = decoded as Express.User;
+    next(); // Proceed to the next middleware or route handler
+  });
+}

apps/Backend/src/middlewares/error.middleware.ts

@@ -0,0 +1,6 @@
+import { Request, Response, NextFunction } from 'express';
+
+export const errorHandler = (err: any, _req: Request, res: Response, _next: NextFunction) => {
+  console.error(err);
+  res.status(err.status || 500).json({ message: err.message || 'Internal Server Error' });
+};

apps/Backend/src/middlewares/logger.middleware.ts

@@ -0,0 +1,33 @@
+import { Request, Response, NextFunction } from "express";
+
+function log(message: string) {
+  console.log(`[${new Date().toISOString()}] ${message}`);
+}
+
+export function apiLogger(req: Request, res: Response, next: NextFunction) {
+  const start = Date.now();
+  const path = req.path;
+  let capturedJsonResponse: Record<string, any> | undefined = undefined;
+
+  const originalResJson = res.json;
+  res.json = function (bodyJson, ...args) {
+    capturedJsonResponse = bodyJson;
+    return originalResJson.apply(res, [bodyJson, ...args]);
+  };
+
+  res.on("finish", () => {
+    const duration = Date.now() - start;
+    if (path.startsWith("/api")) {
+      let logLine = `${req.method} ${path} ${res.statusCode} in ${duration}ms`;
+      if (capturedJsonResponse) {
+        logLine += ` :: ${JSON.stringify(capturedJsonResponse)}`;
+      }
+      if (logLine.length > 80) {
+        logLine = logLine.slice(0, 79) + "…";
+      }
+      log(logLine);
+    }
+  });
+
+  next();
+}

apps/Backend/src/routes/appointments-procedures.ts

@@ -0,0 +1,165 @@
+import { Router, Request, Response } from "express";
+import { storage } from "../storage";
+import { prisma } from "@repo/db/client";
+import {
+  insertAppointmentProcedureSchema,
+  updateAppointmentProcedureSchema,
+} from "@repo/db/types";
+
+const router = Router();
+
+/**
+ * GET /api/appointment-procedures/:appointmentId
+ * Get all procedures for an appointment
+ */
+router.get("/:appointmentId", async (req: Request, res: Response) => {
+  try {
+    const appointmentId = Number(req.params.appointmentId);
+    if (isNaN(appointmentId)) {
+      return res.status(400).json({ message: "Invalid appointmentId" });
+    }
+
+    const rows = await storage.getByAppointmentId(appointmentId);
+
+    return res.json(rows);
+  } catch (err: any) {
+    console.error("GET appointment procedures error", err);
+    return res.status(500).json({ message: err.message ?? "Server error" });
+  }
+});
+
+router.get(
+  "/prefill-from-appointment/:appointmentId",
+  async (req: Request, res: Response) => {
+    try {
+      const appointmentId = Number(req.params.appointmentId);
+
+      if (!appointmentId || isNaN(appointmentId)) {
+        return res.status(400).json({ error: "Invalid appointmentId" });
+      }
+
+      const data = await storage.getPrefillDataByAppointmentId(appointmentId);
+
+      if (!data) {
+        return res.status(404).json({ error: "Appointment not found" });
+      }
+
+      return res.json(data);
+    } catch (err: any) {
+      console.error("prefill-from-appointment error", err);
+      return res
+        .status(500)
+        .json({ error: err.message ?? "Failed to prefill claim data" });
+    }
+  }
+);
+
+/**
+ * POST /api/appointment-procedures
+ * Add single manual procedure
+ */
+router.post("/", async (req: Request, res: Response) => {
+  try {
+    const parsed = insertAppointmentProcedureSchema.parse(req.body);
+
+    const created = await storage.createProcedure(parsed);
+
+    return res.json(created);
+  } catch (err: any) {
+    console.error("POST appointment procedure error", err);
+    if (err.name === "ZodError") {
+      return res.status(400).json({ message: err.errors });
+    }
+    return res.status(500).json({ message: err.message ?? "Server error" });
+  }
+});
+
+/**
+ * POST /api/appointment-procedures/bulk
+ * Add multiple procedures (combos)
+ */
+router.post("/bulk", async (req: Request, res: Response) => {
+  try {
+    const rows = req.body;
+
+    if (!Array.isArray(rows) || rows.length === 0) {
+      return res.status(400).json({ message: "Invalid payload" });
+    }
+
+    const count = await storage.createProceduresBulk(rows);
+
+    return res.json({ success: true, count });
+  } catch (err: any) {
+    console.error("POST bulk appointment procedures error", err);
+    return res.status(500).json({ message: err.message ?? "Server error" });
+  }
+});
+
+/**
+ * PUT /api/appointment-procedures/:id
+ * Update a procedure
+ */
+router.put("/:id", async (req: Request, res: Response) => {
+  try {
+    const id = Number(req.params.id);
+    if (isNaN(id)) {
+      return res.status(400).json({ message: "Invalid id" });
+    }
+
+    const parsed = updateAppointmentProcedureSchema.parse(req.body);
+
+    const updated = await storage.updateProcedure(id, parsed);
+
+    return res.json(updated);
+  } catch (err: any) {
+    console.error("PUT appointment procedure error", err);
+
+    if (err.name === "ZodError") {
+      return res.status(400).json({ message: err.errors });
+    }
+
+    return res.status(500).json({ message: err.message ?? "Server error" });
+  }
+});
+
+/**
+ * DELETE /api/appointment-procedures/:id
+ * Delete single procedure
+ */
+router.delete("/:id", async (req: Request, res: Response) => {
+  try {
+    const id = Number(req.params.id);
+    if (isNaN(id)) {
+      return res.status(400).json({ message: "Invalid id" });
+    }
+
+    await storage.deleteProcedure(id);
+
+    return res.json({ success: true });
+  } catch (err: any) {
+    console.error("DELETE appointment procedure error", err);
+    return res.status(500).json({ message: err.message ?? "Server error" });
+  }
+});
+
+/**
+ * DELETE /api/appointment-procedures/clear/:appointmentId
+ * Clear all procedures for appointment
+ */
+router.delete("/clear/:appointmentId", async (req: Request, res: Response) => {
+  try {
+    const appointmentId = Number(req.params.appointmentId);
+    if (isNaN(appointmentId)) {
+      return res.status(400).json({ message: "Invalid appointmentId" });
+    }
+
+    await storage.clearByAppointmentId(appointmentId);
+
+    return res.json({ success: true });
+  } catch (err: any) {
+    console.error("CLEAR appointment procedures error", err);
+    return res.status(500).json({ message: err.message ?? "Server error" });
+  }
+});
+
+export default router;

apps/Backend/src/routes/appointments.ts

@@ -0,0 +1,439 @@
+import { Router } from "express";
+import type { Request, Response } from "express";
+import { storage } from "../storage";
+import { z } from "zod";
+import {
+  insertAppointmentSchema,
+  updateAppointmentSchema,
+} from "@repo/db/types";
+
+const router = Router();
+
+// Get all appointments
+router.get("/all", async (req: Request, res: Response): Promise<any> => {
+  try {
+    const appointments = await storage.getAllAppointments();
+
+    res.json(appointments);
+  } catch (error) {
+    res.status(500).json({ message: "Failed to retrieve all appointments" });
+  }
+});
+
+/**
+ * GET /api/appointments/day?date=YYYY-MM-DD
+ * Response: { appointments: Appointment[], patients: Patient[] }
+ */
+router.get("/day", async (req: Request, res: Response): Promise<any> => {
+  function isValidYMD(s: string) {
+    return /^\d{4}-\d{2}-\d{2}$/.test(s);
+  }
+
+  try {
+    const rawDate = req.query.date as string | undefined;
+    if (!rawDate || !isValidYMD(rawDate)) {
+      return res.status(400).json({ message: "Date query param is required." });
+    }
+    if (!req.user) return res.status(401).json({ message: "Unauthorized" });
+
+    // Build literal UTC day bounds from the YYYY-MM-DD query string
+    const start = new Date(`${rawDate}T00:00:00.000Z`);
+    const end = new Date(`${rawDate}T23:59:59.999Z`);
+
+    if (isNaN(start.getTime()) || isNaN(end.getTime())) {
+      return res.status(400).json({ message: "Invalid date format" });
+    }
+
+    // Call the storage method that takes a start/end range (no change to storage needed)
+    const appointments = await storage.getAppointmentsOnRange(start, end);
+
+    // dedupe patient ids referenced by those appointments
+    const patientIds = Array.from(
+      new Set(appointments.map((a) => a.patientId).filter(Boolean))
+    );
+
+    const patients = patientIds.length
+      ? await storage.getPatientsByIds(patientIds)
+      : [];
+
+    return res.json({ appointments, patients });
+  } catch (err) {
+    console.error("Error in /api/appointments/day:", err);
+    res.status(500).json({ message: "Failed to load appointments for date" });
+  }
+});
+
+// Get recent appointments (paginated)
+router.get("/recent", async (req: Request, res: Response) => {
+  try {
+    const limit = Math.max(1, parseInt(req.query.limit as string) || 10);
+    const offset = Math.max(0, parseInt(req.query.offset as string) || 0);
+
+    const all = await storage.getRecentAppointments(limit, offset);
+    res.json({ data: all, limit, offset });
+  } catch (err) {
+    res.status(500).json({ message: "Failed to get recent appointments" });
+  }
+});
+
+// Get a single appointment by ID
+router.get(
+  "/:id",
+
+  async (req: Request, res: Response): Promise<any> => {
+    try {
+      const appointmentIdParam = req.params.id;
+
+      // Ensure that patientIdParam exists and is a valid number
+      if (!appointmentIdParam) {
+        return res.status(400).json({ message: "Appointment ID is required" });
+      }
+
+      const appointmentId = parseInt(appointmentIdParam);
+
+      const appointment = await storage.getAppointment(appointmentId);
+
+      if (!appointment) {
+        return res.status(404).json({ message: "Appointment not found" });
+      }
+
+      res.json(appointment);
+    } catch (error) {
+      res.status(500).json({ message: "Failed to retrieve appointment" });
+    }
+  }
+);
+
+// Get all appointments for a specific patient
+router.get(
+  "/:patientId/appointments",
+  async (req: Request, res: Response): Promise<any> => {
+    try {
+      const rawPatientId = req.params.patientId;
+      if (!rawPatientId) {
+        return res.status(400).json({ message: "Patient ID is required" });
+      }
+
+      const patientId = parseInt(rawPatientId);
+      if (isNaN(patientId)) {
+        return res.status(400).json({ message: "Invalid patient ID" });
+      }
+
+      const patient = await storage.getPatient(patientId);
+      if (!patient)
+        return res.status(404).json({ message: "Patient not found" });
+
+      const appointments = await storage.getAppointmentsByPatientId(patientId);
+      res.json(appointments);
+    } catch (err) {
+      res.status(500).json({ message: "Failed to get patient appointments" });
+    }
+  }
+);
+
+/**
+ * GET /api/appointments/:id/patient
+ */
+router.get(
+  "/:id/patient",
+  async (req: Request, res: Response): Promise<any> => {
+    try {
+      const rawId = req.params.id;
+      if (!rawId) {
+        return res.status(400).json({ message: "Appointment ID is required" });
+      }
+
+      const apptId = parseInt(rawId, 10);
+      if (Number.isNaN(apptId) || apptId <= 0) {
+        return res.status(400).json({ message: "Invalid appointment ID" });
+      }
+
+      const patient = await storage.getPatientFromAppointmentId(apptId);
+
+      if (!patient) {
+        return res
+          .status(404)
+          .json({ message: "Patient not found for the given appointment" });
+      }
+
+      return res.json(patient);
+    } catch (err) {
+      return res
+        .status(500)
+        .json({ message: "Failed to retrieve patient for appointment" });
+    }
+  }
+);
+
+// Create a new appointment
+router.post(
+  "/upsert",
+
+  async (req: Request, res: Response): Promise<any> => {
+    try {
+      // Validate request body
+      const appointmentData = insertAppointmentSchema.parse({
+        ...req.body,
+        userId: req.user!.id,
+      });
+
+      const originalStartTime = appointmentData.startTime;
+      const MAX_END_TIME = "18:30";
+
+      // 1. Verify patient exists and belongs to user
+      const patient = await storage.getPatient(appointmentData.patientId);
+      if (!patient) {
+        return res.status(404).json({ message: "Patient not found" });
+      }
+
+      // 2. Attempt to find the next available slot
+      let [hour, minute] = originalStartTime.split(":").map(Number);
+      const pad = (n: number) => n.toString().padStart(2, "0");
+
+      // Step by 15 minutes to support quarter-hour starts, but keep appointment duration 30 mins
+      const STEP_MINUTES = 15;
+      const APPT_DURATION_MINUTES = 30;
+
+      while (`${pad(hour)}:${pad(minute)}` <= MAX_END_TIME) {
+        const currentStartTime = `${pad(hour)}:${pad(minute)}`;
+
+        // Check patient appointment at this time
+        const sameDayAppointment =
+          await storage.getPatientAppointmentByDateTime(
+            appointmentData.patientId,
+            appointmentData.date,
+            currentStartTime
+          );
+
+        // Check staff conflict at this time
+        const staffConflict = await storage.getStaffAppointmentByDateTime(
+          appointmentData.staffId,
+          appointmentData.date,
+          currentStartTime,
+          sameDayAppointment?.id // Ignore self if updating
+        );
+
+        if (!staffConflict) {
+          const endMinute = minute + APPT_DURATION_MINUTES;
+          let endHour = hour + Math.floor(endMinute / 60);
+          let realEndMinute = endMinute % 60;
+
+          const currentEndTime = `${pad(endHour)}:${pad(realEndMinute)}`;
+
+          const payload = {
+            ...appointmentData,
+            startTime: currentStartTime,
+            endTime: currentEndTime,
+          };
+
+          let responseData;
+
+          if (sameDayAppointment?.id !== undefined) {
+            const updated = await storage.updateAppointment(
+              sameDayAppointment.id,
+              payload
+            );
+            responseData = {
+              ...updated,
+              originalRequestedTime: originalStartTime,
+              finalScheduledTime: currentStartTime,
+              message:
+                originalStartTime !== currentStartTime
+                  ? `Your requested time (${originalStartTime}) was unavailable. Appointment was updated to ${currentStartTime}.`
+                  : `Appointment successfully updated at ${currentStartTime}.`,
+            };
+            return res.status(200).json(responseData);
+          }
+
+          const created = await storage.createAppointment(payload);
+          responseData = {
+            ...created,
+            originalRequestedTime: originalStartTime,
+            finalScheduledTime: currentStartTime,
+            message:
+              originalStartTime !== currentStartTime
+                ? `Your requested time (${originalStartTime}) was unavailable. Appointment was scheduled at ${currentStartTime}.`
+                : `Appointment successfully scheduled at ${currentStartTime}.`,
+          };
+          return res.status(201).json(responseData);
+        }
+
+        // Move to next STEP_MINUTES slot
+        minute += STEP_MINUTES;
+        if (minute >= 60) {
+          hour += Math.floor(minute / 60);
+          minute = minute % 60;
+        }
+      }
+
+      return res.status(409).json({
+        message:
+          "No available slots remaining until 6:30 PM for this Staff. Please choose another day.",
+      });
+    } catch (error) {
+      console.error("Error in upsert appointment:", error);
+
+      if (error instanceof z.ZodError) {
+        console.log(
+          "Validation error details:",
+          JSON.stringify(error.format(), null, 2)
+        );
+        return res.status(400).json({
+          message: "Validation error",
+          errors: error.format(),
+        });
+      }
+
+      res.status(500).json({
+        message: "Failed to upsert appointment",
+        error: error instanceof Error ? error.message : String(error),
+      });
+    }
+  }
+);
+
+// Update an existing appointment
+router.put(
+  "/:id",
+
+  async (req: Request, res: Response): Promise<any> => {
+    try {
+      const appointmentData = updateAppointmentSchema.parse({
+        ...req.body,
+        userId: req.user!.id,
+      });
+
+      const appointmentIdParam = req.params.id;
+      if (!appointmentIdParam) {
+        return res.status(400).json({ message: "Appointment ID is required" });
+      }
+      const appointmentId = parseInt(appointmentIdParam);
+
+      // 1. Verify patient exists and belongs to user
+      const patient = await storage.getPatient(appointmentData.patientId);
+      if (!patient) {
+        return res.status(404).json({ message: "Patient not found" });
+      }
+
+      // 2. Check if appointment exists and belongs to user
+      const existingAppointment = await storage.getAppointment(appointmentId);
+      if (!existingAppointment) {
+        console.log("Appointment not found:", appointmentId);
+        return res.status(404).json({ message: "Appointment not found" });
+      }
+
+      // 4. Reject patientId change (not allowed)
+      if (
+        appointmentData.patientId &&
+        appointmentData.patientId !== existingAppointment.patientId
+      ) {
+        return res
+          .status(400)
+          .json({ message: "Changing patientId is not allowed" });
+      }
+
+      // 5. Check for conflicting appointments (same patient OR staff at same time)
+
+      const date = appointmentData.date ?? existingAppointment.date;
+      const startTime =
+        appointmentData.startTime ?? existingAppointment.startTime;
+      const staffId = appointmentData.staffId ?? existingAppointment.staffId;
+
+      const patientConflict = await storage.getPatientConflictAppointment(
+        existingAppointment.patientId,
+        date,
+        startTime,
+        appointmentId
+      );
+
+      if (patientConflict) {
+        return res.status(409).json({
+          message: "This patient already has an appointment at this time.",
+        });
+      }
+
+      const staffConflict = await storage.getStaffConflictAppointment(
+        staffId,
+        date,
+        startTime,
+        appointmentId
+      );
+
+      if (staffConflict) {
+        return res.status(409).json({
+          message: "This time slot is already booked for the selected staff.",
+        });
+      }
+
+      // 6. if date gets updated, then also update the aptmnt status to unknown.
+      // Normalize to YYYY-MM-DD to avoid timezone problems (model uses @db.Date)
+      const oldYMD = new Date(existingAppointment.date)
+        .toISOString()
+        .slice(0, 10);
+      const newYMD = new Date(date).toISOString().slice(0, 10);
+      const isDateChanged = oldYMD !== newYMD;
+
+      const updatePayload = {
+        ...appointmentData,
+        ...(isDateChanged ? { eligibilityStatus: "UNKNOWN" as const } : {}),
+      };
+
+      // Update appointment
+      const updatedAppointment = await storage.updateAppointment(
+        appointmentId,
+        updatePayload
+      );
+      return res.json(updatedAppointment);
+    } catch (error) {
+      console.error("Error updating appointment:", error);
+
+      if (error instanceof z.ZodError) {
+        console.log(
+          "Validation error details:",
+          JSON.stringify(error.format(), null, 2)
+        );
+        return res.status(400).json({
+          message: "Validation error",
+          errors: error.format(),
+        });
+      }
+
+      res.status(500).json({
+        message: "Failed to update appointment",
+        error: error instanceof Error ? error.message : String(error),
+      });
+    }
+  }
+);
+
+// Delete an appointment
+router.delete("/:id", async (req: Request, res: Response): Promise<any> => {
+  try {
+    const appointmentIdParam = req.params.id;
+    if (!appointmentIdParam) {
+      return res.status(400).json({ message: "Appointment ID is required" });
+    }
+    const appointmentId = parseInt(appointmentIdParam);
+
+    // Check if appointment exists and belongs to user
+    const existingAppointment = await storage.getAppointment(appointmentId);
+    if (!existingAppointment) {
+      return res.status(404).json({ message: "Appointment not found" });
+    }
+
+    if (existingAppointment.userId !== req.user!.id) {
+      return res.status(403).json({
+        message:
+          "Forbidden: Appointment belongs to a different user, you can't delete this.",
+      });
+    }
+
+    // Delete appointment
+    await storage.deleteAppointment(appointmentId);
+    res.status(204).send();
+  } catch (error) {
+    res.status(500).json({ message: "Failed to delete appointment" });
+  }
+});
+
+export default router;

apps/Backend/src/routes/auth.ts

@@ -0,0 +1,99 @@
+import express, { Request, Response, NextFunction } from "express";
+import jwt from "jsonwebtoken";
+import bcrypt from "bcrypt";
+import { storage } from "../storage";
+import { UserUncheckedCreateInputObjectSchema } from "@repo/db/usedSchemas";
+import { z } from "zod";
+
+type SelectUser = z.infer<typeof UserUncheckedCreateInputObjectSchema>;
+
+const JWT_SECRET = process.env.JWT_SECRET || "your-jwt-secret";
+const JWT_EXPIRATION = "24h"; // JWT expiration time (1 day)
+
+// Function to hash password using bcrypt
+async function hashPassword(password: string) {
+  const saltRounds = 10; // Salt rounds for bcrypt
+  const hashedPassword = await bcrypt.hash(password, saltRounds);
+  return hashedPassword;
+}
+
+// Function to compare passwords using bcrypt
+async function comparePasswords(supplied: string, stored: string) {
+  const isMatch = await bcrypt.compare(supplied, stored);
+  return isMatch;
+}
+
+// Function to generate JWT
+function generateToken(user: SelectUser) {
+  return jwt.sign({ id: user.id, username: user.username }, JWT_SECRET, {
+    expiresIn: JWT_EXPIRATION,
+  });
+}
+
+const router = express.Router();
+
+// User registration route
+router.post(
+  "/register",
+  async (req: Request, res: Response, next: NextFunction): Promise<any> => {
+    try {
+      const existingUser = await storage.getUserByUsername(req.body.username);
+      if (existingUser) {
+        return res.status(400).send("Username already exists");
+      }
+
+      const hashedPassword = await hashPassword(req.body.password);
+      const user = await storage.createUser({
+        ...req.body,
+        password: hashedPassword,
+      });
+
+      // Generate a JWT token for the user after successful registration
+      const token = generateToken(user);
+
+      const { password, ...safeUser } = user;
+      return res.status(201).json({ user: safeUser, token });
+    } catch (error) {
+      console.error("Registration error:", error);
+      return res.status(500).json({ error: "Internal server error" });
+    }
+  }
+);
+
+// User login route
+router.post(
+  "/login",
+  async (req: Request, res: Response, next: NextFunction): Promise<any> => {
+    try {
+      const user = await storage.getUserByUsername(req.body.username);
+
+      if (!user) {
+        return res.status(401).json({ error: "Invalid username or password" });
+      }
+
+      const isPasswordMatch = await comparePasswords(
+        req.body.password,
+        user.password
+      );
+
+      if (!isPasswordMatch) {
+        return res.status(401).json({ error: "Invalid password or password" });
+      }
+
+      // Generate a JWT token for the user after successful login
+      const token = generateToken(user);
+      const { password, ...safeUser } = user;
+      return res.status(200).json({ user: safeUser, token });
+    } catch (error) {
+      return res.status(500).json({ error: "Internal server error" });
+    }
+  }
+);
+
+// Logout route (client-side action to remove the token)
+router.post("/logout", (req: Request, res: Response) => {
+  // For JWT-based auth, logout is handled on the client (by removing token)
+  res.status(200).send("Logged out successfully");
+});
+
+export default router;

apps/Backend/src/routes/claims.ts

@@ -0,0 +1,578 @@
+import { Router } from "express";
+import { Request, Response } from "express";
+import { storage } from "../storage";
+import { z } from "zod";
+import multer from "multer";
+import { forwardToSeleniumClaimAgent } from "../services/seleniumClaimClient";
+import path from "path";
+import axios from "axios";
+import { Prisma } from "@repo/db/generated/prisma";
+import { Decimal } from "decimal.js";
+import {
+  ExtendedClaimSchema,
+  InputServiceLine,
+  updateClaimSchema,
+} from "@repo/db/types";
+import { forwardToSeleniumClaimPreAuthAgent } from "../services/seleniumInsuranceClaimPreAuthClient";
+
+const router = Router();
+
+// Routes
+const multerStorage = multer.memoryStorage(); // NO DISK
+const upload = multer({
+  storage: multerStorage,
+  limits: { fileSize: 5 * 1024 * 1024 }, // 5MB limit per file
+  fileFilter: (req, file, cb) => {
+    const allowed = [
+      "application/pdf",
+      "image/jpeg",
+      "image/png",
+      "image/webp",
+    ];
+    if (allowed.includes(file.mimetype)) {
+      cb(null, true);
+    } else {
+      cb(new Error("Unsupported file type"));
+    }
+  },
+});
+
+router.post(
+  "/mh-provider-login",
+  async (req: Request, res: Response): Promise<any> => {
+    if (!req.user || !req.user.id) {
+      return res.status(401).json({ error: "Unauthorized: user info missing" });
+    }
+
+    try {
+      const { memberId, dateOfBirth, submissionDate, firstName, lastName, procedureCode, toothNumber, toothSurface, insuranceSiteKey } = req.body;
+      if (!memberId || !dateOfBirth || !submissionDate || !firstName || !lastName || !procedureCode || !insuranceSiteKey) {
+        return res.status(400).json({ error: "Missing required fields: memberId, dateOfBirth, submissionDate, firstName, lastName, procedureCode, insuranceSiteKey" });
+      }
+
+      const credentials = await storage.getInsuranceCredentialByUserAndSiteKey(
+        req.user.id,
+        insuranceSiteKey
+      );
+      if (!credentials) {
+        return res.status(404).json({
+          error:
+            "No insurance credentials found for this provider. Kindly Update this at Settings Page.",
+        });
+      }
+
+      const enrichedData = {
+        data: {
+          memberId,
+          dateOfBirth,
+          submissionDate,
+          firstName,
+          lastName,
+          procedureCode,
+          toothNumber,
+          toothSurface,
+          insuranceSiteKey,
+          massdhpUsername: credentials.username,
+          massdhpPassword: credentials.password,
+        },
+      };
+
+      const seleniumRes = await axios.post(
+        "http://localhost:5002/claims-login",
+        enrichedData
+      );
+
+      const result = seleniumRes.data;
+      if (result?.status !== "success") {
+        return res.status(502).json({ error: result?.message || "Selenium service error" });
+      }
+
+      return res.json({ status: "success", message: "Claims automation completed. Browser remains open." });
+    } catch (err: any) {
+      console.error(err);
+      return res.status(500).json({
+        error: err?.message || "Failed to contact selenium service",
+      });
+    }
+  }
+);
+
+router.post(
+  "/selenium-claim",
+  upload.fields([
+    { name: "pdfs", maxCount: 10 },
+    { name: "images", maxCount: 10 },
+  ]),
+  async (req: Request, res: Response): Promise<any> => {
+    if (!req.files || !req.body.data) {
+      return res
+        .status(400)
+        .json({ error: "Missing files or claim data for selenium" });
+    }
+
+    if (!req.user || !req.user.id) {
+      return res.status(401).json({ error: "Unauthorized: user info missing" });
+    }
+
+    try {
+      const claimData = JSON.parse(req.body.data);
+      const pdfs =
+        (req.files as Record<string, Express.Multer.File[]>).pdfs ?? [];
+      const images =
+        (req.files as Record<string, Express.Multer.File[]>).images ?? [];
+
+      const credentials = await storage.getInsuranceCredentialByUserAndSiteKey(
+        req.user.id,
+        claimData.insuranceSiteKey
+      );
+      if (!credentials) {
+        return res.status(404).json({
+          error:
+            "No insurance credentials found for this provider. Kindly Update this at Settings Page.",
+        });
+      }
+
+      const enrichedData = {
+        ...claimData,
+        massdhpUsername: credentials.username,
+        massdhpPassword: credentials.password,
+      };
+
+      const result = await forwardToSeleniumClaimAgent(enrichedData, [
+        ...pdfs,
+        ...images,
+      ]);
+
+      // Store claimNumber if returned from Selenium
+      if (result?.claimNumber && claimData.claimId) {
+        try {
+          await storage.updateClaim(claimData.claimId, {
+            claimNumber: result.claimNumber,
+          });
+          console.log(`Updated claim ${claimData.claimId} with claimNumber: ${result.claimNumber}`);
+        } catch (updateErr) {
+          console.error("Failed to update claim with claimNumber:", updateErr);
+        }
+      }
+
+      res.json({
+        ...result,
+        claimId: claimData.claimId,
+      });
+    } catch (err: any) {
+      console.error(err);
+      return res.status(500).json({
+        error: err.message || "Failed to forward to selenium agent",
+      });
+    }
+  }
+);
+
+router.post(
+  "/selenium/fetchpdf",
+  async (req: Request, res: Response): Promise<any> => {
+    function sendError(res: Response, message: string, status = 400) {
+      console.error("Error:", message);
+      return res.status(status).json({ error: message });
+    }
+
+    try {
+      if (!req.user || !req.user.id) {
+        return sendError(res, "Unauthorized: user info missing", 401);
+      }
+
+      const { patientId, pdf_url, groupTitleKey } = req.body;
+
+      if (!pdf_url) {
+        return sendError(res, "Missing pdf_url");
+      }
+
+      if (!patientId) {
+        return sendError(res, "Missing Patient Id");
+      }
+
+      const parsedPatientId = parseInt(patientId);
+
+      console.log("Fetching PDF from URL:", pdf_url);
+      const filename = path.basename(new URL(pdf_url).pathname);
+      console.log("Extracted filename:", filename);
+
+      // Always fetch from localhost regardless of what hostname is in the pdf_url,
+      // since both backend and selenium service run on the same machine.
+      const seleniumPort = process.env.SELENIUM_PORT || "5002";
+      const localPdfUrl = `http://localhost:${seleniumPort}/downloads/${filename}`;
+      console.log("Fetching PDF from local URL:", localPdfUrl);
+
+      const pdfResponse = await axios.get(localPdfUrl, {
+        responseType: "arraybuffer",
+        timeout: 15000,
+      });
+      console.log("PDF fetched successfully, size:", pdfResponse.data.length);
+
+      // Allowed keys as a literal tuple to derive a union type
+      const allowedKeys = [
+        "INSURANCE_CLAIM",
+        "INSURANCE_CLAIM_PREAUTH",
+      ] as const;
+      type GroupKey = (typeof allowedKeys)[number];
+      const isGroupKey = (v: any): v is GroupKey =>
+        (allowedKeys as readonly string[]).includes(v);
+
+      if (!isGroupKey(groupTitleKey)) {
+        return sendError(
+          res,
+          `Invalid groupTitleKey. Must be one of: ${allowedKeys.join(", ")}`
+        );
+      }
+
+      const GROUP_TITLES: Record<GroupKey, string> = {
+        INSURANCE_CLAIM: "Claims",
+        INSURANCE_CLAIM_PREAUTH: "Claims Preauth",
+      };
+      const groupTitle = GROUP_TITLES[groupTitleKey];
+
+      // ✅ Find or create PDF group for this claim
+      let group = await storage.findPdfGroupByPatientTitleKey(
+        parsedPatientId,
+        groupTitleKey
+      );
+
+      if (!group) {
+        group = await storage.createPdfGroup(
+          parsedPatientId,
+          groupTitle,
+          groupTitleKey
+        );
+      }
+
+      // ✅ Save PDF file into that group
+      const created = await storage.createPdfFile(group.id!, filename, pdfResponse.data);
+      
+      // Extract the PDF file ID for opening the viewer
+      let pdfFileId: number | null = null;
+      if (created && typeof created === "object" && "id" in created) {
+        pdfFileId = Number(created.id);
+      } else if (typeof created === "number") {
+        pdfFileId = created;
+      }
+
+      return res.json({
+        success: true,
+        pdfPath: `/temp/${filename}`,
+        pdf_url,
+        fileName: filename,
+        pdfFileId,
+        // pdfFilename: filename,
+      });
+    } catch (err: any) {
+      console.error("Error in /selenium/fetchpdf:", err);
+      console.error("Error details:", {
+        message: err.message,
+        code: err.code,
+        response: err.response?.status,
+        responseData: err.response?.data,
+      });
+      const errorMsg = err.response?.data || err.message || "Failed to Fetch and Download the pdf";
+      return sendError(res, `Failed to Fetch and Download the pdf: ${errorMsg}`, 500);
+    }
+  }
+);
+
+router.post(
+  "/selenium-claim-pre-auth",
+  upload.fields([
+    { name: "pdfs", maxCount: 10 },
+    { name: "images", maxCount: 10 },
+  ]),
+  async (req: Request, res: Response): Promise<any> => {
+    if (!req.files || !req.body.data) {
+      return res
+        .status(400)
+        .json({ error: "Missing files or claim data for selenium" });
+    }
+
+    if (!req.user || !req.user.id) {
+      return res.status(401).json({ error: "Unauthorized: user info missing" });
+    }
+
+    try {
+      const claimData = JSON.parse(req.body.data);
+      const pdfs =
+        (req.files as Record<string, Express.Multer.File[]>).pdfs ?? [];
+      const images =
+        (req.files as Record<string, Express.Multer.File[]>).images ?? [];
+
+      const credentials = await storage.getInsuranceCredentialByUserAndSiteKey(
+        req.user.id,
+        claimData.insuranceSiteKey
+      );
+      if (!credentials) {
+        return res.status(404).json({
+          error:
+            "No insurance credentials found for this provider. Kindly Update this at Settings Page.",
+        });
+      }
+
+      const enrichedData = {
+        ...claimData,
+        massdhpUsername: credentials.username,
+        massdhpPassword: credentials.password,
+      };
+
+      const result = await forwardToSeleniumClaimPreAuthAgent(enrichedData, [
+        ...pdfs,
+        ...images,
+      ]);
+
+      res.json({
+        ...result,
+        claimId: claimData.claimId,
+      });
+    } catch (err: any) {
+      console.error(err);
+      return res.status(500).json({
+        error: err.message || "Failed to forward to selenium agent",
+      });
+    }
+  }
+);
+
+// GET /api/claims/recent
+router.get("/recent", async (req: Request, res: Response) => {
+  try {
+    const limit = parseInt(req.query.limit as string) || 10;
+    const offset = parseInt(req.query.offset as string) || 0;
+
+    const [claims, totalCount] = await Promise.all([
+      storage.getRecentClaims(limit, offset),
+      storage.getTotalClaimCount(),
+    ]);
+
+    res.json({ claims, totalCount });
+  } catch (error) {
+    console.error("Failed to retrieve recent claims:", error);
+    res.status(500).json({ message: "Failed to retrieve recent claims" });
+  }
+});
+
+// GET /api/claims/patient/:patientId
+router.get(
+  "/patient/:patientId",
+  async (req: Request, res: Response): Promise<any> => {
+    try {
+      const patientIdParam = Array.isArray(req.params.patientId) ? req.params.patientId[0] : req.params.patientId;
+      if (!patientIdParam) {
+        return res.status(400).json({ message: "Missing patientId" });
+      }
+      const patientId = parseInt(patientIdParam);
+      if (isNaN(patientId)) {
+        return res.status(400).json({ message: "Invalid patientId" });
+      }
+      const limit = parseInt(req.query.limit as string) || 10;
+      const offset = parseInt(req.query.offset as string) || 0;
+
+      if (isNaN(patientId)) {
+        return res.status(400).json({ message: "Invalid patient ID" });
+      }
+
+      const [claims, totalCount] = await Promise.all([
+        storage.getRecentClaimsByPatientId(patientId, limit, offset),
+        storage.getTotalClaimCountByPatient(patientId),
+      ]);
+
+      res.json({ claims, totalCount });
+    } catch (error) {
+      console.error("Failed to retrieve claims for patient:", error);
+      res.status(500).json({ message: "Failed to retrieve patient claims" });
+    }
+  }
+);
+
+// Get all claims count.
+router.get("/all", async (req: Request, res: Response) => {
+  try {
+    const claims = await storage.getTotalClaimCount();
+    res.json(claims);
+  } catch (error) {
+    res.status(500).json({ message: "Failed to retrieve claims count" });
+  }
+});
+
+// Get a single claim by ID
+router.get("/:id", async (req: Request, res: Response): Promise<any> => {
+  try {
+    const idParam = Array.isArray(req.params.id) ? req.params.id[0] : req.params.id;
+    if (!idParam) {
+      return res.status(400).json({ error: "Missing claim ID" });
+    }
+    const claimId = parseInt(idParam, 10);
+    if (isNaN(claimId)) {
+      return res.status(400).json({ error: "Invalid claim ID" });
+    }
+
+    const claim = await storage.getClaim(claimId);
+    if (!claim) {
+      return res.status(404).json({ message: "Claim not found" });
+    }
+
+    res.json(claim);
+  } catch (error) {
+    res.status(500).json({ message: "Failed to retrieve claim" });
+  }
+});
+
+// Create a new claim
+router.post("/", async (req: Request, res: Response): Promise<any> => {
+  try {
+    // --- TRANSFORM claimFiles (if provided) into Prisma nested-create shape
+    if (Array.isArray(req.body.claimFiles)) {
+      // each item expected: { filename: string, mimeType: string }
+      req.body.claimFiles = {
+        create: req.body.claimFiles.map((f: any) => ({
+          filename: String(f.filename),
+          mimeType: String(f.mimeType || f.mime || ""),
+        })),
+      };
+    }
+
+    // --- TRANSFORM serviceLines
+    if (
+      !Array.isArray(req.body.serviceLines) ||
+      req.body.serviceLines.length === 0
+    ) {
+      return res.status(400).json({
+        message: "At least one service line is required to create a claim",
+      });
+    }
+
+    if (Array.isArray(req.body.serviceLines)) {
+      req.body.serviceLines = req.body.serviceLines.map(
+        (line: InputServiceLine) => ({
+          ...line,
+          totalBilled: Number(line.totalBilled),
+          totalAdjusted: 0,
+          totalPaid: 0,
+          totalDue: Number(line.totalBilled),
+        })
+      );
+      req.body.serviceLines = { create: req.body.serviceLines };
+    }
+
+    const parsedClaim = ExtendedClaimSchema.parse({
+      ...req.body,
+      userId: req.user!.id,
+    });
+
+    // Step 1: Calculate total billed from service lines
+    const serviceLinesCreateInput = (
+      parsedClaim.serviceLines as Prisma.ServiceLineCreateNestedManyWithoutClaimInput
+    )?.create;
+    const lines = Array.isArray(serviceLinesCreateInput)
+      ? (serviceLinesCreateInput as unknown as {
+          totalBilled: number | string;
+        }[])
+      : [];
+    const totalBilled = lines.reduce(
+      (sum, line) => sum + Number(line.totalBilled ?? 0),
+      0
+    );
+
+    // Step 2: Create claim (with service lines)
+    const claim = await storage.createClaim(parsedClaim);
+
+    // Step 3: Create empty payment
+    await storage.createPayment({
+      claimId: claim.id,
+      patientId: claim.patientId,
+      userId: req.user!.id,
+      totalBilled: new Decimal(totalBilled),
+      totalPaid: new Decimal(0),
+      totalDue: new Decimal(totalBilled),
+      status: "PENDING",
+      notes: "",
+    });
+
+    res.status(201).json(claim);
+  } catch (error) {
+    if (error instanceof z.ZodError) {
+      return res.status(400).json({
+        message: "Validation error",
+        errors: error.format(),
+      });
+    }
+
+    console.error("❌ Failed to create claim:", error); // logs full error to server
+
+    // Send more detailed info to the client (for dev only)
+    return res.status(500).json({
+      message: "Failed to create claim",
+      error: error instanceof Error ? error.message : String(error),
+    });
+  }
+});
+
+// Update a claim
+router.put("/:id", async (req: Request, res: Response): Promise<any> => {
+  try {
+    const idParam = Array.isArray(req.params.id) ? req.params.id[0] : req.params.id;
+    if (!idParam) {
+      return res.status(400).json({ error: "Missing claim ID" });
+    }
+
+    const claimId = parseInt(idParam, 10);
+    if (isNaN(claimId)) {
+      return res.status(400).json({ error: "Invalid claim ID" });
+    }
+
+    const existingClaim = await storage.getClaim(claimId);
+    if (!existingClaim) {
+      return res.status(404).json({ message: "Claim not found" });
+    }
+
+    const claimData = updateClaimSchema.parse(req.body);
+    const updatedClaim = await storage.updateClaim(claimId, claimData);
+    res.json(updatedClaim);
+  } catch (error) {
+    if (error instanceof z.ZodError) {
+      return res.status(400).json({
+        message: "Validation error",
+        errors: error.format(),
+      });
+    }
+    res.status(500).json({ message: "Failed to update claim" });
+  }
+});
+
+// Delete a claim
+router.delete("/:id", async (req: Request, res: Response): Promise<any> => {
+  try {
+    const idParam = Array.isArray(req.params.id) ? req.params.id[0] : req.params.id;
+    if (!idParam) {
+      return res.status(400).json({ error: "Missing claim ID" });
+    }
+
+    const claimId = parseInt(idParam, 10);
+    if (isNaN(claimId)) {
+      return res.status(400).json({ error: "Invalid claim ID" });
+    }
+
+    const existingClaim = await storage.getClaim(claimId);
+    if (!existingClaim) {
+      return res.status(404).json({ message: "Claim not found" });
+    }
+
+    if (existingClaim.userId !== req.user!.id) {
+      return res.status(403).json({
+        message:
+          "Forbidden: Claim belongs to a different user, you can't delete this.",
+      });
+    }
+
+    await storage.deleteClaim(claimId);
+    res.status(204).send();
+  } catch (error) {
+    res.status(500).json({ message: "Failed to delete claim" });
+  }
+});
+
+export default router;

apps/Backend/src/routes/cloud-storage.ts

@@ -0,0 +1,556 @@
+import express, { Request, Response } from "express";
+import storage from "../storage";
+import { serializeFile } from "../utils/prismaFileUtils";
+import { CloudFolder } from "@repo/db/types";
+
+const router = express.Router();
+
+/* ---------- Helpers ---------- */
+function parsePositiveInt(v: unknown, fallback: number) {
+  const n = Number(v);
+  if (!Number.isFinite(n) || n < 0) return fallback;
+  return Math.floor(n);
+}
+
+function sendError(
+  res: Response,
+  status: number,
+  message: string,
+  details?: any
+) {
+  return res.status(status).json({ error: true, message, details });
+}
+
+/* ---------- Paginated child FOLDERS for a parent ----------
+   GET /items/folders?parentId=&limit=&offset=
+   parentId may be "null" or numeric or absent (means root)
+*/
+router.get(
+  "/items/folders",
+  async (req: Request, res: Response): Promise<any> => {
+    const rawParent = req.query.parentId;
+    const parentId =
+      rawParent === undefined
+        ? null
+        : rawParent === "null"
+          ? null
+          : Number(rawParent);
+
+    if (parentId !== null && (!Number.isInteger(parentId) || parentId <= 0)) {
+      return sendError(res, 400, "Invalid parentId");
+    }
+
+    const limit = parsePositiveInt(req.query.limit, 10); // default 10 folders/page
+    const offset = parsePositiveInt(req.query.offset, 0);
+
+    try {
+      // Prefer a storage method that lists folders by parent, otherwise filter
+      let data: CloudFolder[] = [];
+      if (typeof (storage as any).listFoldersByParent === "function") {
+        data = await (storage as any).listFoldersByParent(
+          parentId,
+          limit,
+          offset
+        );
+        const total =
+          (await (storage as any).countFoldersByParent?.(parentId)) ??
+          data.length;
+        return res.json({ error: false, data, total, limit, offset });
+      }
+
+      // Fallback: use recent and filter (less efficient). Recommend implementing listFoldersByParent in storage.
+      const recent = await storage.listRecentFolders(1000, 0);
+      const folders = (recent || []).filter(
+        (f: any) => (f as any).parentId === parentId
+      );
+      const paged = folders.slice(offset, offset + limit);
+      return res.json({
+        error: false,
+        data: paged,
+        totalCount: folders.length,
+      });
+    } catch (err) {
+      return sendError(res, 500, "Failed to load child folders", err);
+    }
+  }
+);
+
+/* ---------- Paginated files for a folder ----------
+   GET /items/files?parentId=&limit=&offset=
+   parentId may be "null" or numeric or absent (means root)
+*/
+router.get(
+  "/items/files",
+  async (req: Request, res: Response): Promise<any> => {
+    const rawParent = req.query.parentId;
+    const parentId =
+      rawParent === undefined
+        ? null
+        : rawParent === "null"
+          ? null
+          : Number(rawParent);
+
+    if (parentId !== null && (!Number.isInteger(parentId) || parentId <= 0)) {
+      return sendError(res, 400, "Invalid parentId");
+    }
+
+    const limit = parsePositiveInt(req.query.limit, 20); // default 20 files/page
+    const offset = parsePositiveInt(req.query.offset, 0);
+
+    try {
+      const files = await storage.listFilesInFolder(parentId, limit, offset);
+      const totalCount = await storage.countFilesInFolder(parentId);
+      const serialized = files.map(serializeFile);
+      return res.json({ error: false, data: serialized, totalCount });
+    } catch (err) {
+      return sendError(res, 500, "Failed to load files for folder", err);
+    }
+  }
+);
+
+/* ---------- Recent folders (global) ----------
+   GET /folders/recent?limit=&offset=
+*/
+router.get(
+  "/folders/recent",
+  async (req: Request, res: Response): Promise<any> => {
+    const limit = parsePositiveInt(req.query.limit, 50);
+    const offset = parsePositiveInt(req.query.offset, 0);
+    try {
+      // Always request top-level folders (parentId = null)
+      const parentId: number | null = null;
+      const folders = await storage.listRecentFolders(limit, offset, parentId);
+      const totalCount = await storage.countFoldersByParent(parentId);
+
+      return res.json({
+        error: false,
+        data: folders,
+        totalCount,
+      });
+    } catch (err) {
+      return sendError(res, 500, "Failed to load recent folders");
+    }
+  }
+);
+
+// ---------- Folder CRUD ----------
+router.get(
+  "/folders/:id",
+  async (req: Request, res: Response): Promise<any> => {
+    const id = Number.parseInt(req.params.id ?? "", 10);
+    if (!Number.isInteger(id) || id <= 0)
+      return sendError(res, 400, "Invalid folder id");
+
+    try {
+      const folder = await storage.getFolder(id);
+      if (!folder) return sendError(res, 404, "Folder not found");
+      return res.json({ error: false, data: folder });
+    } catch (err) {
+      return sendError(res, 500, "Failed to load folder");
+    }
+  }
+);
+
+router.post("/folders", async (req: Request, res: Response): Promise<any> => {
+  const { userId, name, parentId } = req.body;
+  if (!userId || typeof name !== "string" || !name.trim()) {
+    return sendError(res, 400, "Missing or invalid userId/name");
+  }
+  try {
+    const created = await storage.createFolder(
+      userId,
+      name.trim(),
+      parentId ?? null
+    );
+    return res.status(201).json({ error: false, data: created });
+  } catch (err) {
+    return sendError(res, 500, "Failed to create folder");
+  }
+});
+
+router.put(
+  "/folders/:id",
+  async (req: Request, res: Response): Promise<any> => {
+    // coerce possibly-undefined param to string before parsing
+    const id = Number.parseInt(req.params.id ?? "", 10);
+    if (!Number.isInteger(id) || id <= 0)
+      return sendError(res, 400, "Invalid folder id");
+
+    const updates: any = {};
+    if (typeof req.body.name === "string") updates.name = req.body.name.trim();
+    if (req.body.parentId !== undefined) updates.parentId = req.body.parentId;
+
+    try {
+      const updated = await storage.updateFolder(id, updates);
+      if (!updated)
+        return sendError(res, 404, "Folder not found or update failed");
+      return res.json({ error: false, data: updated });
+    } catch (err) {
+      return sendError(res, 500, "Failed to update folder");
+    }
+  }
+);
+
+router.delete(
+  "/folders/:id",
+  async (req: Request, res: Response): Promise<any> => {
+    const id = Number.parseInt(req.params.id ?? "", 10);
+    if (!Number.isInteger(id) || id <= 0)
+      return sendError(res, 400, "Invalid folder id");
+    try {
+      const ok = await storage.deleteFolder(id);
+      if (!ok) return sendError(res, 404, "Folder not found or delete failed");
+      return res.json({ error: false, data: { id } });
+    } catch (err) {
+      return sendError(res, 500, "Failed to delete folder");
+    }
+  }
+);
+
+/* ---------- Files inside folder (pagination) ----------
+   GET /folders/:id/files?limit=&offset=
+   id = "null" lists files with folderId = null
+   responses serialized
+*/
+router.get(
+  "/folders/:id/files",
+  async (req: Request, res: Response): Promise<any> => {
+    const rawId = req.params.id;
+    const folderId = rawId === "null" ? null : Number.parseInt(rawId ?? "", 10);
+    if (folderId !== null && (!Number.isInteger(folderId) || folderId <= 0)) {
+      return sendError(res, 400, "Invalid folder id");
+    }
+
+    const limit = parsePositiveInt(req.query.limit, 50);
+    const offset = parsePositiveInt(req.query.offset, 0);
+
+    try {
+      const files = await storage.listFilesInFolder(folderId, limit, offset);
+      const totalCount = await storage.countFilesInFolder(folderId);
+      const serialized = files.map(serializeFile);
+      return res.json({ error: false, data: serialized, totalCount });
+    } catch (err) {
+      return sendError(res, 500, "Failed to list files for folder");
+    }
+  }
+);
+
+/* ---------- File CRUD (init, update metadata, delete) ----------
+   POST /folders/:id/files   { userId, name, mimeType?, expectedSize?, totalChunks? }
+   PUT  /files/:id          { name?, mimeType?, folderId? }
+   DELETE /files/:id
+*/
+const MAX_FILE_MB = 20;
+const MAX_FILE_BYTES = MAX_FILE_MB * 1024 * 1024;
+
+router.post(
+  "/folders/:id/files",
+  async (req: Request, res: Response): Promise<any> => {
+    const rawId = req.params.id;
+    const folderId = rawId === "null" ? null : Number.parseInt(rawId ?? "", 10);
+    if (folderId !== null && (!Number.isInteger(folderId) || folderId <= 0)) {
+      return sendError(res, 400, "Invalid folder id");
+    }
+
+    const { userId, name, mimeType } = req.body;
+    if (!userId || typeof name !== "string" || !name.trim()) {
+      return sendError(res, 400, "Missing or invalid userId/name");
+    }
+
+    // coerce size & chunks
+    let expectedSize: bigint | null = null;
+    if (req.body.expectedSize != null) {
+      try {
+        // coerce to BigInt safely
+        const asNum = Number(req.body.expectedSize);
+        if (!Number.isFinite(asNum) || asNum < 0) {
+          return sendError(res, 400, "Invalid expectedSize");
+        }
+        if (asNum > MAX_FILE_BYTES) {
+          // Payload Too Large
+          return sendError(
+            res,
+            413,
+            `File too large. Max allowed is ${MAX_FILE_MB} MB`
+          );
+        }
+        expectedSize = BigInt(String(req.body.expectedSize));
+      } catch {
+        return sendError(res, 400, "Invalid expectedSize");
+      }
+    }
+
+    let totalChunks: number | null = null;
+    if (req.body.totalChunks != null) {
+      const tc = Number(req.body.totalChunks);
+      if (!Number.isFinite(tc) || tc <= 0)
+        return sendError(res, 400, "Invalid totalChunks");
+      totalChunks = Math.floor(tc);
+    }
+
+    try {
+      const created = await storage.initializeFileUpload(
+        userId,
+        name.trim(),
+        mimeType ?? null,
+        expectedSize,
+        totalChunks,
+        folderId
+      );
+      return res
+        .status(201)
+        .json({ error: false, data: serializeFile(created as any) });
+    } catch {
+      return sendError(res, 500, "Failed to create file");
+    }
+  }
+);
+
+/* ---------- 2. CHUNKS (raw upload) ---------- */
+router.post(
+  "/files/:id/chunks",
+  // only here: use express.raw so req.body is Buffer
+  express.raw({ type: () => true, limit: "100mb" }),
+  async (req: Request, res: Response): Promise<any> => {
+    const id = Number.parseInt(req.params.id ?? "", 10);
+    const seq = Number.parseInt(
+      String(req.query.seq ?? req.body.seq ?? ""),
+      10
+    );
+    if (!Number.isInteger(id) || id <= 0)
+      return sendError(res, 400, "Invalid file id");
+    if (!Number.isInteger(seq) || seq < 0)
+      return sendError(res, 400, "Invalid seq");
+
+    const body = req.body as Buffer;
+
+    if (!body || !(body instanceof Buffer)) {
+      return sendError(res, 400, "Expected raw binary body (Buffer)");
+    }
+
+    // strict size guard: any single chunk must not exceed MAX_FILE_BYTES
+    if (body.length > MAX_FILE_BYTES) {
+      return sendError(res, 413, `Chunk size exceeds ${MAX_FILE_MB} MB limit`);
+    }
+
+    try {
+      await storage.appendFileChunk(id, seq, body);
+      return res.json({ error: false, data: { fileId: id, seq } });
+    } catch (err: any) {
+      return sendError(res, 500, "Failed to add chunk");
+    }
+  }
+);
+
+/* ---------- 3. COMPLETE ---------- */
+router.post(
+  "/files/:id/complete",
+  async (req: Request, res: Response): Promise<any> => {
+    const id = Number.parseInt(req.params.id ?? "", 10);
+    if (!Number.isInteger(id) || id <= 0)
+      return sendError(res, 400, "Invalid file id");
+
+    try {
+      // Ask storage for the file (includes chunks in your implementation)
+      const file = await storage.getFile(id);
+      if (!file) return sendError(res, 404, "File not found");
+
+      // Sum chunks' sizes (storage.getFile returns chunks ordered by seq in your impl)
+      const chunks = (file as any).chunks ?? [];
+      if (!chunks.length) return sendError(res, 400, "No chunks uploaded");
+
+      let total = 0;
+      for (const c of chunks) {
+        // c.data is Bytes / Buffer-like
+        total += c.data.length;
+        // early bailout
+        if (total > MAX_FILE_BYTES) {
+          return sendError(
+            res,
+            413,
+            `Assembled file is too large (${Math.round(total / 1024 / 1024)} MB). Max allowed is ${MAX_FILE_MB} MB.`
+          );
+        }
+      }
+
+      const result = await storage.finalizeFileUpload(id);
+      return res.json({ error: false, data: result });
+    } catch (err: any) {
+      return sendError(res, 500, err?.message || "Failed to complete file");
+    }
+  }
+);
+
+router.put("/files/:id", async (req: Request, res: Response): Promise<any> => {
+  const id = Number.parseInt(req.params.id ?? "", 10);
+  if (!Number.isInteger(id) || id <= 0)
+    return sendError(res, 400, "Invalid file id");
+
+  const updates: any = {};
+  if (typeof req.body.name === "string") updates.name = req.body.name.trim();
+  if (typeof req.body.mimeType === "string")
+    updates.mimeType = req.body.mimeType;
+  if (req.body.folderId !== undefined) updates.folderId = req.body.folderId;
+
+  try {
+    const updated = await storage.updateFile(id, updates);
+    if (!updated) return sendError(res, 404, "File not found or update failed");
+    return res.json({ error: false, data: serializeFile(updated as any) });
+  } catch (err) {
+    return sendError(res, 500, "Failed to update file metadata");
+  }
+});
+
+router.delete(
+  "/files/:id",
+  async (req: Request, res: Response): Promise<any> => {
+    const id = Number.parseInt(req.params.id ?? "", 10);
+    if (!Number.isInteger(id) || id <= 0)
+      return sendError(res, 400, "Invalid file id");
+
+    try {
+      const ok = await storage.deleteFile(id);
+      if (!ok) return sendError(res, 404, "File not found or delete failed");
+      return res.json({ error: false, data: { id } });
+    } catch (err) {
+      return sendError(res, 500, "Failed to delete file");
+    }
+  }
+);
+
+/* GET /files/:id -> return serialized metadata (used by preview modal) */
+router.get("/files/:id", async (req: Request, res: Response): Promise<any> => {
+  const id = Number.parseInt(req.params.id ?? "", 10);
+  if (!Number.isInteger(id) || id <= 0)
+    return sendError(res, 400, "Invalid file id");
+
+  try {
+    const file = await storage.getFile(id);
+    if (!file) return sendError(res, 404, "File not found");
+    return res.json({ error: false, data: serializeFile(file as any) });
+  } catch (err) {
+    return sendError(res, 500, "Failed to load file");
+  }
+});
+
+/* GET /files/:id/content -> stream file with inline disposition for preview */
+router.get(
+  "/files/:id/content",
+  async (req: Request, res: Response): Promise<any> => {
+    const id = Number.parseInt(req.params.id ?? "", 10);
+    if (!Number.isInteger(id) || id <= 0)
+      return sendError(res, 400, "Invalid file id");
+
+    try {
+      const file = await storage.getFile(id);
+      if (!file) return sendError(res, 404, "File not found");
+
+      const filename = (file.name ?? `file-${(file as any).id}`).replace(
+        /["\\]/g,
+        ""
+      );
+
+      if ((file as any).mimeType)
+        res.setHeader("Content-Type", (file as any).mimeType);
+      // NOTE: inline instead of attachment so browser can render (images, pdfs)
+      res.setHeader(
+        "Content-Disposition",
+        `inline; filename="${encodeURIComponent(filename)}"`
+      );
+
+      await storage.streamFileTo(res, id);
+
+      if (!res.writableEnded) res.end();
+    } catch (err) {
+      if (res.headersSent) return res.end();
+      return sendError(res, 500, "Failed to stream file");
+    }
+  }
+);
+/* GET /files/:id/download */
+router.get(
+  "/files/:id/download",
+  async (req: Request, res: Response): Promise<any> => {
+    const id = Number.parseInt(req.params.id ?? "", 10);
+    if (!Number.isInteger(id) || id <= 0)
+      return sendError(res, 400, "Invalid file id");
+
+    try {
+      const file = await storage.getFile(id);
+      if (!file) return sendError(res, 404, "File not found");
+
+      const filename = (file.name ?? `file-${(file as any).id}`).replace(
+        /["\\]/g,
+        ""
+      );
+      if ((file as any).mimeType)
+        res.setHeader("Content-Type", (file as any).mimeType);
+      res.setHeader(
+        "Content-Disposition",
+        `attachment; filename="${encodeURIComponent(filename)}"`
+      );
+
+      await storage.streamFileTo(res, id);
+
+      if (!res.writableEnded) res.end();
+    } catch (err) {
+      if (res.headersSent) return res.end();
+      return sendError(res, 500, "Failed to stream file");
+    }
+  }
+);
+
+/* ---------- Search endpoints (separate) ----------
+   GET /search/folders?q=&limit=&offset=
+   GET /search/files?q=&type=&limit=&offset=
+*/
+router.get(
+  "/search/folders",
+  async (req: Request, res: Response): Promise<any> => {
+    const q = String(req.query.q ?? "").trim();
+    const limit = parsePositiveInt(req.query.limit, 20);
+    const offset = parsePositiveInt(req.query.offset, 0);
+    if (!q) return sendError(res, 400, "Missing search query parameter 'q'");
+
+    try {
+      const parentId = null;
+
+      const { data, total } = await storage.searchFolders(
+        q,
+        limit,
+        offset,
+        parentId
+      );
+      return res.json({ error: false, data, totalCount: total });
+    } catch (err) {
+      return sendError(res, 500, "Folder search failed");
+    }
+  }
+);
+
+router.get(
+  "/search/files",
+  async (req: Request, res: Response): Promise<any> => {
+    const q = String(req.query.q ?? "").trim();
+    const type =
+      typeof req.query.type === "string" ? req.query.type.trim() : undefined;
+    const limit = parsePositiveInt(req.query.limit, 20);
+    const offset = parsePositiveInt(req.query.offset, 0);
+    if (!q && !type)
+      return sendError(
+        res,
+        400,
+        "Provide at least one of 'q' or 'type' to search files"
+      );
+
+    try {
+      const { data, total } = await storage.searchFiles(q, type, limit, offset);
+      const serialized = data.map(serializeFile);
+      return res.json({ error: false, data: serialized, totalCount: total });
+    } catch (err) {
+      return sendError(res, 500, "File search failed");
+    }
+  }
+);
+
+export default router;

apps/Backend/src/routes/database-management.ts

@@ -0,0 +1,360 @@
+import { Router, Request, Response } from "express";
+import { spawn } from "child_process";
+import path from "path";
+import os from "os";
+import fs from "fs";
+import { prisma } from "@repo/db/client";
+import { storage } from "../storage";
+import archiver from "archiver";
+import { backupDatabaseToPath } from "../services/databaseBackupService";
+
+const router = Router();
+
+/**
+ * Create a database backup
+ *
+ * - Uses pg_dump in directory format for parallel dump to a tmp dir
+ * - Uses 'archiver' to create zip or gzipped tar stream directly to response
+ * - Supports explicit override via BACKUP_ARCHIVE_FORMAT env var ('zip' or 'tar')
+ * - Ensures cleanup of tmp dir on success/error/client disconnect
+ */
+
+// helper to remove directory (sync to keep code straightforward)
+function safeRmDir(dir: string) {
+  try {
+    fs.rmSync(dir, { recursive: true, force: true });
+  } catch (e) {
+    /* ignore */
+  }
+}
+router.post("/backup", async (req: Request, res: Response): Promise<any> => {
+  try {
+    const userId = req.user?.id;
+    if (!userId) {
+      return res.status(401).json({ error: "Unauthorized" });
+    }
+
+    const destination = await storage.getActiveBackupDestination(userId);
+
+    // create a unique tmp directory for directory-format dump
+    const tmpDir = fs.mkdtempSync(path.join(os.tmpdir(), "dental_backup_")); // MUST
+
+    // Decide archive format
+    // BACKUP_ARCHIVE_FORMAT can be 'zip' or 'tar' (case-insensitive)
+    const forced = (process.env.BACKUP_ARCHIVE_FORMAT || "").toLowerCase();
+    const useZip =
+      forced === "zip"
+        ? true
+        : forced === "tar"
+          ? false
+          : process.platform === "win32";
+
+    const filename = useZip
+      ? `dental_backup_${Date.now()}.zip`
+      : `dental_backup_${Date.now()}.tar.gz`;
+
+    // Spawn pg_dump
+    const pgDump = spawn(
+      "pg_dump",
+      [
+        "-Fd", // DIRECTORY format (required for parallel dump)
+        "-j",
+        "4", // number of parallel jobs — MUST be >0 for parallelism
+        "--no-acl",
+        "--no-owner",
+        "-h",
+        process.env.DB_HOST || "localhost",
+        "-U",
+        process.env.DB_USER || "postgres",
+        process.env.DB_NAME || "dental_db",
+        "-f",
+        tmpDir, // write parallely
+      ],
+      {
+        env: {
+          ...process.env,
+          PGPASSWORD: process.env.DB_PASSWORD,
+        },
+      }
+    );
+
+    let pgStderr = "";
+    pgDump.stderr.on("data", (chunk) => {
+      pgStderr += chunk.toString();
+    });
+
+    pgDump.on("error", (err) => {
+      safeRmDir(tmpDir);
+      console.error("Failed to start pg_dump:", err);
+      // If headers haven't been sent, respond; otherwise just end socket
+      if (!res.headersSent) {
+        return res
+          .status(500)
+          .json({ error: "Failed to run pg_dump", details: err.message });
+      } else {
+        res.destroy(err);
+      }
+    });
+
+    pgDump.on("close", async (code) => {
+      if (code !== 0) {
+        safeRmDir(tmpDir);
+        console.error("pg_dump failed:", pgStderr || `exit ${code}`);
+        if (!res.headersSent) {
+          return res.status(500).json({
+            error: "Backup failed",
+            details: pgStderr || `pg_dump exited with ${code}`,
+          });
+        } else {
+          // headers already sent — destroy response
+          res.destroy(new Error("pg_dump failed"));
+          return;
+        }
+      }
+
+      // pg_dump succeeded — stream archive directly to response using archiver
+      // Set headers before piping
+      res.setHeader(
+        "Content-Disposition",
+        `attachment; filename="${filename}"`
+      );
+      res.setHeader(
+        "Content-Type",
+        useZip ? "application/zip" : "application/gzip"
+      );
+
+      const archive = archiver(
+        useZip ? "zip" : "tar",
+        useZip ? {} : { gzip: true, gzipOptions: { level: 6 } }
+      );
+
+      let archErr: string | null = null;
+      archive.on("error", (err) => {
+        archErr = err.message;
+        console.error("Archiver error:", err);
+        // attempt to respond with error if possible
+        try {
+          if (!res.headersSent) {
+            res.status(500).json({
+              error: "Failed to create archive",
+              details: err.message,
+            });
+          } else {
+            // if streaming already started, destroy the connection
+            res.destroy(err);
+          }
+        } catch (e) {
+          // swallow
+        } finally {
+          safeRmDir(tmpDir);
+        }
+      });
+
+      // If client disconnects while streaming
+      res.once("close", () => {
+        // destroy archiver (stop processing) and cleanup tmpDir
+        try {
+          archive.destroy();
+        } catch (e) {}
+        safeRmDir(tmpDir);
+      });
+
+      // When streaming finishes successfully
+      res.once("finish", async () => {
+        // cleanup the tmp dir used by pg_dump
+        safeRmDir(tmpDir);
+
+        // update metadata (try/catch so it won't break response flow)
+        try {
+          await storage.createBackup(userId);
+          await storage.deleteNotificationsByType(userId, "BACKUP");
+        } catch (err) {
+          console.error("Backup saved but metadata update failed:", err);
+        }
+      });
+
+      // Pipe archive into response
+      archive.pipe(res);
+
+      // Add the dumped directory contents to the archive root
+      // `directory(source, dest)` where dest is false/'' to place contents at archive root
+      archive.directory(tmpDir + path.sep, false);
+
+      // finalize archive (this starts streaming)
+      try {
+        await archive.finalize();
+      } catch (err: any) {
+        console.error("Failed to finalize archive:", err);
+        // if headers not sent, send 500; otherwise destroy
+        try {
+          if (!res.headersSent) {
+            res.status(500).json({
+              error: "Failed to finalize archive",
+              details: String(err),
+            });
+          } else {
+            res.destroy(err);
+          }
+        } catch (e) {}
+        safeRmDir(tmpDir);
+      }
+    });
+  } catch (err: any) {
+    console.error("Unexpected error in /backup:", err);
+    if (!res.headersSent) {
+      return res
+        .status(500)
+        .json({ message: "Internal server error", details: String(err) });
+    } else {
+      res.destroy(err);
+    }
+  }
+});
+
+/**
+ * Get database status (connected, size, records count)
+ */
+router.get("/status", async (req: Request, res: Response): Promise<any> => {
+  try {
+    const userId = req.user?.id;
+    if (!userId) {
+      return res.status(401).json({ error: "Unauthorized" });
+    }
+
+    const size = await prisma.$queryRaw<{ size: string }[]>`
+      SELECT pg_size_pretty(pg_database_size(current_database())) as size
+    `;
+
+    const patientsCount = await storage.getTotalPatientCount();
+    const lastBackup = await storage.getLastBackup(userId);
+
+    res.json({
+      connected: true,
+      size: size[0]?.size,
+      patients: patientsCount,
+      lastBackup: lastBackup?.createdAt ?? null,
+    });
+  } catch (err) {
+    console.error("Status error:", err);
+    res.status(500).json({
+      connected: false,
+      error: "Could not fetch database status",
+    });
+  }
+});
+
+// ==============================
+// Backup Destination CRUD
+// ==============================
+
+// CREATE / UPDATE destination
+router.post("/destination", async (req, res) => {
+  const userId = req.user?.id;
+  const { path: destinationPath } = req.body;
+
+  if (!userId) return res.status(401).json({ error: "Unauthorized" });
+  if (!destinationPath)
+    return res.status(400).json({ error: "Path is required" });
+
+  // validate path exists
+  if (!fs.existsSync(destinationPath)) {
+    return res.status(400).json({
+      error: "Backup path does not exist or drive not connected",
+    });
+  }
+
+  try {
+    const destination = await storage.createBackupDestination(
+      userId,
+      destinationPath
+    );
+    res.json(destination);
+  } catch (err) {
+    console.error(err);
+    res.status(500).json({ error: "Failed to save backup destination" });
+  }
+});
+
+// GET all destinations
+router.get("/destination", async (req, res) => {
+  const userId = req.user?.id;
+  if (!userId) return res.status(401).json({ error: "Unauthorized" });
+
+  const destinations = await storage.getAllBackupDestination(userId);
+  res.json(destinations);
+});
+
+// UPDATE destination
+router.put("/destination/:id", async (req, res) => {
+  const userId = req.user?.id;
+  const id = Number(req.params.id);
+  const { path: destinationPath } = req.body;
+
+  if (!userId) return res.status(401).json({ error: "Unauthorized" });
+  if (!destinationPath)
+    return res.status(400).json({ error: "Path is required" });
+
+  if (!fs.existsSync(destinationPath)) {
+    return res.status(400).json({ error: "Path does not exist" });
+  }
+
+  const updated = await storage.updateBackupDestination(
+    id,
+    userId,
+    destinationPath
+  );
+
+  res.json(updated);
+});
+
+// DELETE destination
+router.delete("/destination/:id", async (req, res) => {
+  const userId = req.user?.id;
+  const id = Number(req.params.id);
+
+  if (!userId) return res.status(401).json({ error: "Unauthorized" });
+
+  await storage.deleteBackupDestination(id, userId);
+  res.json({ success: true });
+});
+
+router.post("/backup-path", async (req, res) => {
+  const userId = req.user?.id;
+  if (!userId) return res.status(401).json({ error: "Unauthorized" });
+
+  const destination = await storage.getActiveBackupDestination(userId);
+  if (!destination) {
+    return res.status(400).json({
+      error: "No backup destination configured",
+    });
+  }
+
+  if (!fs.existsSync(destination.path)) {
+    return res.status(400).json({
+      error:
+        "Backup destination not found. External drive may be disconnected.",
+    });
+  }
+
+  const filename = `dental_backup_${Date.now()}.zip`;
+
+  try {
+    await backupDatabaseToPath({
+      destinationPath: destination.path,
+      filename,
+    });
+
+    await storage.createBackup(userId);
+    await storage.deleteNotificationsByType(userId, "BACKUP");
+
+    res.json({ success: true, filename });
+  } catch (err: any) {
+    console.error(err);
+    res.status(500).json({
+      error: "Backup to destination failed",
+      details: err.message,
+    });
+  }
+});
+
+export default router;

apps/Backend/src/routes/documents.ts

@@ -0,0 +1,423 @@
+import { Router } from "express";
+import { Request, Response } from "express";
+import { storage } from "../storage";
+import multer from "multer";
+import { PdfFile } from "../../../../packages/db/types/pdf-types";
+
+const upload = multer({ storage: multer.memoryStorage() });
+
+const router = Router();
+
+// ----------- PDF GROUPS ------------------
+router.post(
+  "/pdf-groups",
+  async (req: Request, res: Response): Promise<any> => {
+    try {
+      const { patientId, groupTitle, groupTitleKey } = req.body;
+      if (!patientId || !groupTitle || groupTitleKey) {
+        return res
+          .status(400)
+          .json({ error: "Missing title, titleKey, or patientId" });
+      }
+
+      const group = await storage.createPdfGroup(
+        parseInt(patientId),
+        groupTitle,
+        groupTitleKey
+      );
+
+      res.json(group);
+    } catch (err) {
+      console.error("Error creating PDF group:", err);
+      res.status(500).json({ error: "Internal server error" });
+    }
+  }
+);
+
+router.get(
+  "/pdf-groups/patient/:patientId",
+  async (req: Request, res: Response): Promise<any> => {
+    try {
+      const { patientId } = req.params;
+      if (!patientId) {
+        return res.status(400).json({ error: "Missing patient ID" });
+      }
+
+      const groups = await storage.getPdfGroupsByPatientId(parseInt(patientId));
+      res.json(groups);
+    } catch (err) {
+      console.error("Error fetching groups by patient ID:", err);
+      res.status(500).json({ error: "Internal server error" });
+    }
+  }
+);
+
+router.get(
+  "/pdf-groups/:id",
+  async (req: Request, res: Response): Promise<any> => {
+    try {
+      const idParam = req.params.id;
+      if (!idParam) {
+        return res.status(400).json({ error: "Missing ID" });
+      }
+      const id = parseInt(idParam);
+      const group = await storage.getPdfGroupById(id);
+      if (!group) return res.status(404).json({ error: "Group not found" });
+      res.json(group);
+    } catch (err) {
+      console.error("Error fetching PDF group:", err);
+      res.status(500).json({ error: "Internal server error" });
+    }
+  }
+);
+
+router.get("/pdf-groups", async (req: Request, res: Response): Promise<any> => {
+  try {
+    const groups = await storage.getAllPdfGroups();
+    res.json(groups);
+  } catch (err) {
+    console.error("Error listing PDF groups:", err);
+    res.status(500).json({ error: "Internal server error" });
+  }
+});
+
+router.put(
+  "/pdf-groups/:id",
+  async (req: Request, res: Response): Promise<any> => {
+    try {
+      const idParam = req.params.id;
+      if (!idParam) {
+        return res.status(400).json({ error: "Missing ID" });
+      }
+      const id = parseInt(idParam);
+      const { title, titleKey } = req.body;
+
+      const updates: any = {};
+      updates.title = title;
+      updates.titleKey = titleKey;
+
+      const updated = await storage.updatePdfGroup(id, updates);
+      if (!updated) return res.status(404).json({ error: "Group not found" });
+      res.json(updated);
+    } catch (err) {
+      console.error("Error updating PDF group:", err);
+      res.status(500).json({ error: "Internal server error" });
+    }
+  }
+);
+
+router.delete(
+  "/pdf-groups/:id",
+  async (req: Request, res: Response): Promise<any> => {
+    try {
+      const idParam = req.params.id;
+      if (!idParam) {
+        return res.status(400).json({ error: "Missing ID" });
+      }
+      const id = parseInt(idParam);
+      const success = await storage.deletePdfGroup(id);
+      res.json({ success });
+    } catch (err) {
+      console.error("Error deleting PDF group:", err);
+      res.status(500).json({ error: "Internal server error" });
+    }
+  }
+);
+
+// ----------- PDF FILES ------------------
+router.post(
+  "/pdf-files",
+  upload.single("file"),
+  async (req: Request, res: Response): Promise<any> => {
+    try {
+      const { groupId } = req.body;
+      const file = req.file;
+      if (!groupId || !file) {
+        return res.status(400).json({ error: "Missing groupId or file" });
+      }
+
+      const pdf = await storage.createPdfFile(
+        parseInt(groupId),
+        file.originalname,
+        file.buffer
+      );
+
+      res.json(pdf);
+    } catch (err) {
+      console.error("Error uploading PDF file:", err);
+      res.status(500).json({ error: "Internal server error" });
+    }
+  }
+);
+
+router.get(
+  "/pdf-files/group/:groupId",
+  async (req: Request, res: Response): Promise<any> => {
+    try {
+      const idParam = req.params.groupId;
+      if (!idParam) {
+        return res.status(400).json({ error: "Missing Groupt ID" });
+      }
+      const groupId = parseInt(idParam);
+      const files = await storage.getPdfFilesByGroupId(groupId);
+      res.json(files);
+    } catch (err) {
+      res.status(500).json({ error: "Internal server error" });
+    }
+  }
+);
+
+/**
+ * GET /pdf-files/group/:groupId
+ * Query params:
+ *   - limit (optional, defaults to 5): number of items per page (max 1000)
+ *   - offset (optional, defaults to 0): offset for pagination
+ *
+ * Response: { total: number, data: PdfFile[] }
+ */
+router.get(
+  "/recent-pdf-files/group/:groupId",
+  async (req: Request, res: Response): Promise<any> => {
+    try {
+      const rawGroupId = req.params.groupId;
+      if (!rawGroupId) {
+        return res.status(400).json({ error: "Missing groupId param" });
+      }
+
+      const groupId = Number(rawGroupId);
+      if (Number.isNaN(groupId) || groupId <= 0) {
+        return res.status(400).json({ error: "Invalid groupId" });
+      }
+
+      // Parse & sanitize query params
+      const limitQuery = req.query.limit;
+      const offsetQuery = req.query.offset;
+
+      const limit =
+        limitQuery !== undefined
+          ? Math.min(Math.max(Number(limitQuery), 1), 1000) // 1..1000
+          : undefined; // if undefined -> treat as "no pagination" (return all)
+      const offset =
+        offsetQuery !== undefined ? Math.max(Number(offsetQuery), 0) : 0;
+
+      // Decide whether client asked for paginated response
+      const wantsPagination = typeof limit === "number";
+
+      if (wantsPagination) {
+        // storage.getPdfFilesByGroupId with pagination should return { total, data }
+        const result = await storage.getPdfFilesByGroupId(groupId, {
+          limit,
+          offset,
+          withGroup: false, // do not include group relation in listing
+        });
+
+        // result should be { total, data }, but handle unexpected shapes defensively
+        if (Array.isArray(result)) {
+          // fallback: storage returned full array; compute total
+          return res.json({ total: result.length, data: result });
+        }
+
+        return res.json(result);
+      } else {
+        // no limit requested -> return all files for the group
+        const all = (await storage.getPdfFilesByGroupId(groupId)) as PdfFile[];
+        return res.json({ total: all.length, data: all });
+      }
+    } catch (err) {
+      console.error("GET /pdf-files/group/:groupId error:", err);
+      return res.status(500).json({ error: "Internal server error" });
+    }
+  }
+);
+
+router.get(
+  "/pdf-files/:id",
+  async (req: Request, res: Response): Promise<any> => {
+    try {
+      const idParam = req.params.id;
+      if (!idParam) {
+        return res.status(400).json({ error: "Missing ID" });
+      }
+      const id = parseInt(idParam, 10);
+      if (Number.isNaN(id)) {
+        return res.status(400).json({ error: "Invalid ID" });
+      }
+
+      const pdf = await storage.getPdfFileById(id);
+      if (!pdf || !pdf.pdfData) {
+        return res.status(404).json({ error: "PDF not found" });
+      }
+
+      const data: any = pdf.pdfData;
+
+      // Helper: try many plausible conversions into a Buffer
+      function normalizeToBuffer(d: any): Buffer | null {
+        // Already a Buffer
+        if (Buffer.isBuffer(d)) return d;
+
+        // Uint8Array or other typed arrays
+        if (d instanceof Uint8Array) return Buffer.from(d);
+
+        // ArrayBuffer
+        if (d instanceof ArrayBuffer) return Buffer.from(new Uint8Array(d));
+
+        // number[] (common)
+        if (Array.isArray(d) && d.every((n) => typeof n === "number")) {
+          return Buffer.from(d as number[]);
+        }
+
+        // Some drivers: { data: number[] }
+        if (
+          d &&
+          typeof d === "object" &&
+          Array.isArray(d.data) &&
+          d.data.every((n: any) => typeof n === "number")
+        ) {
+          return Buffer.from(d.data as number[]);
+        }
+
+        // Some drivers return object with numeric keys: { '0': 37, '1': 80, ... }
+        if (d && typeof d === "object") {
+          const keys = Object.keys(d);
+          const numericKeys = keys.filter((k) => /^\d+$/.test(k));
+          if (numericKeys.length > 0 && numericKeys.length === keys.length) {
+            // sort numeric keys to correct order and map to numbers
+            const sorted = numericKeys
+              .map((k) => parseInt(k, 10))
+              .sort((a, b) => a - b)
+              .map((n) => d[String(n)]);
+            if (sorted.every((v) => typeof v === "number")) {
+              return Buffer.from(sorted as number[]);
+            }
+          }
+        }
+
+        // Last resort: if Object.values(d) yields numbers (this is what you used originally)
+        try {
+          const vals = Object.values(d);
+          if (Array.isArray(vals) && vals.every((v) => typeof v === "number")) {
+            // coerce to number[] for TS safety
+            return Buffer.from(vals as number[]);
+          }
+        } catch {
+          // ignore
+        }
+
+        // give up
+        return null;
+      }
+
+      const pdfBuffer = normalizeToBuffer(data);
+
+      if (!pdfBuffer) {
+        console.error("Unsupported pdf.pdfData shape:", {
+          typeofData: typeof data,
+          constructorName:
+            data && data.constructor ? data.constructor.name : undefined,
+          keys:
+            data && typeof data === "object"
+              ? Object.keys(data).slice(0, 20)
+              : undefined,
+          sample: (() => {
+            if (Array.isArray(data)) return data.slice(0, 20);
+            if (data && typeof data === "object") {
+              const vals = Object.values(data);
+              return Array.isArray(vals) ? vals.slice(0, 20) : undefined;
+            }
+            return String(data).slice(0, 200);
+          })(),
+        });
+
+        // Try a safe textual fallback (may produce invalid PDF but avoids crashing)
+        try {
+          const fallback = Buffer.from(String(data));
+          res.setHeader("Content-Type", "application/pdf");
+          res.setHeader(
+            "Content-Disposition",
+            `attachment; filename="${pdf.filename}"; filename*=UTF-8''${encodeURIComponent(pdf.filename)}`
+          );
+          return res.send(fallback);
+        } catch (err) {
+          console.error("Failed fallback conversion:", err);
+          return res.status(500).json({ error: "Cannot process PDF data" });
+        }
+      }
+
+      res.setHeader("Content-Type", "application/pdf");
+      res.setHeader(
+        "Content-Disposition",
+        `attachment; filename="${pdf.filename}"; filename*=UTF-8''${encodeURIComponent(pdf.filename)}`
+      );
+      res.send(pdfBuffer);
+    } catch (err) {
+      console.error("Error downloading PDF file:", err);
+      res.status(500).json({ error: "Internal server error" });
+    }
+  }
+);
+
+router.get(
+  "/pdf-files/recent",
+  async (req: Request, res: Response): Promise<any> => {
+    try {
+      const limit = parseInt(req.query.limit as string) || 5;
+      const offset = parseInt(req.query.offset as string) || 0;
+      const files = await storage.getRecentPdfFiles(limit, offset);
+      res.json(files);
+    } catch (err) {
+      console.error("Error getting recent PDF files:", err);
+      res.status(500).json({ error: "Internal server error" });
+    }
+  }
+);
+
+router.put(
+  "/pdf-files/:id",
+  upload.single("file"),
+  async (req: Request, res: Response): Promise<any> => {
+    try {
+      const idParam = req.params.id;
+      if (!idParam) {
+        return res.status(400).json({ error: "Missing ID" });
+      }
+      const id = parseInt(idParam);
+      const file = req.file;
+
+      const updated = await storage.updatePdfFile(id, {
+        filename: file?.originalname,
+        pdfData: file?.buffer,
+      });
+
+      if (!updated)
+        return res
+          .status(404)
+          .json({ error: "PDF not found or update failed" });
+
+      res.json(updated);
+    } catch (err) {
+      console.error("Error updating PDF file:", err);
+      res.status(500).json({ error: "Internal server error" });
+    }
+  }
+);
+
+router.delete(
+  "/pdf-files/:id",
+  async (req: Request, res: Response): Promise<any> => {
+    try {
+      const idParam = req.params.id;
+      if (!idParam) {
+        return res.status(400).json({ error: "Missing ID" });
+      }
+      const id = parseInt(idParam);
+
+      const success = await storage.deletePdfFile(id);
+      res.json({ success });
+    } catch (err) {
+      console.error("Error deleting PDF file:", err);
+      res.status(500).json({ error: "Internal server error" });
+    }
+  }
+);
+
+export default router;

apps/Backend/src/routes/export-payments-reports.ts

@@ -0,0 +1,99 @@
+import { Router } from "express";
+import type { Request, Response } from "express";
+import { storage } from "../storage"; 
+const router = Router();
+
+/**
+ * GET /api/reports/export
+ * query:
+ *  - type = patients_with_balance | collections_by_doctor
+ *  - from, to = optional ISO date strings (YYYY-MM-DD)
+ *  - staffId = required for collections_by_doctor
+ *  - format = csv (we expect csv; if missing default to csv)
+ */
+function escapeCsvCell(v: any) {
+  if (v === null || v === undefined) return "";
+  const s = String(v).replace(/\r?\n/g, " ");
+  if (s.includes('"') || s.includes(",") || s.includes("\n")) {
+    return `"${s.replace(/"/g, '""')}"`;
+  }
+  return s;
+}
+
+router.get("/export", async (req: Request, res: Response): Promise<any> => {
+  try {
+    const type = String(req.query.type || "");
+    const from = req.query.from ? new Date(String(req.query.from)) : undefined;
+    const to = req.query.to ? new Date(String(req.query.to)) : undefined;
+    const staffId = req.query.staffId ? Number(req.query.staffId) : undefined;
+    const format = String(req.query.format || "csv").toLowerCase();
+
+    if (format !== "csv") {
+      return res.status(400).json({ message: "Only CSV export is supported" });
+    }
+
+    let patientsSummary: any[] = [];
+
+    if (type === "patients_with_balance") {
+      patientsSummary = await storage.fetchAllPatientsWithBalances(from, to);
+    } else if (type === "collections_by_doctor") {
+      if (!staffId || !Number.isFinite(staffId) || staffId <= 0) {
+        return res.status(400).json({ message: "Missing or invalid staffId for collections_by_doctor" });
+      }
+      patientsSummary = await storage.fetchAllPatientsForDoctor(staffId, from, to);
+    } else {
+      return res.status(400).json({ message: "Unsupported report type" });
+    }
+
+    const patientsWithFinancials = await storage.buildExportRowsForPatients(patientsSummary, 5000);
+
+    // Build CSV - flattened rows
+    // columns: patientId, patientName, currentBalance, type, date, procedureCode, billed, paid, adjusted, totalDue, status
+    const header = [
+      "patientId",
+      "patientName",
+      "currentBalance",
+      "type",
+      "date",
+      "procedureCode",
+      "billed",
+      "paid",
+      "adjusted",
+      "totalDue",
+      "status",
+    ];
+
+    const lines = [header.join(",")];
+
+    for (const p of patientsWithFinancials) {
+      const name = `${p.firstName ?? ""} ${p.lastName ?? ""}`.trim();
+      for (const fr of p.financialRows) {
+        lines.push(
+          [
+            escapeCsvCell(p.patientId),
+            escapeCsvCell(name),
+            (Number(p.currentBalance ?? 0)).toFixed(2),
+            escapeCsvCell(fr.type),
+            escapeCsvCell(fr.date),
+            escapeCsvCell(fr.procedureCode),
+            (Number(fr.billed ?? 0)).toFixed(2),
+            (Number(fr.paid ?? 0)).toFixed(2),
+            (Number(fr.adjusted ?? 0)).toFixed(2),
+            (Number(fr.totalDue ?? 0)).toFixed(2),
+            escapeCsvCell(fr.status),
+          ].join(",")
+        );
+      }
+    }
+
+    const fname = `report-${type}-${new Date().toISOString().slice(0, 10)}.csv`;
+    res.setHeader("Content-Type", "text/csv; charset=utf-8");
+    res.setHeader("Content-Disposition", `attachment; filename="${fname}"`);
+    return res.send(lines.join("\n"));
+  } catch (err: any) {
+    console.error("[/api/reports/export] error:", err?.message ?? err, err?.stack);
+    return res.status(500).json({ message: "Export error" });
+  }
+});
+
+export default router;

apps/Backend/src/routes/index.ts

@@ -0,0 +1,46 @@
+import { Router } from "express";
+import patientsRoutes from "./patients";
+import appointmentsRoutes from "./appointments";
+import appointmentProceduresRoutes from "./appointments-procedures";
+import usersRoutes from "./users";
+import staffsRoutes from "./staffs";
+import npiProvidersRoutes from "./npiProviders";
+import claimsRoutes from "./claims";
+import patientDataExtractionRoutes from "./patientDataExtraction";
+import insuranceCredsRoutes from "./insuranceCreds";
+import documentsRoutes from "./documents";
+import patientDocumentsRoutes from "./patient-documents";
+import insuranceStatusRoutes from "./insuranceStatus";
+import insuranceStatusDdmaRoutes from "./insuranceStatusDDMA";
+import paymentsRoutes from "./payments";
+import databaseManagementRoutes from "./database-management";
+import notificationsRoutes from "./notifications";
+import paymentOcrRoutes from "./paymentOcrExtraction";
+import cloudStorageRoutes from "./cloud-storage";
+import paymentsReportsRoutes from "./payments-reports";
+import exportPaymentsReportsRoutes from "./export-payments-reports";
+
+const router = Router();
+
+router.use("/patients", patientsRoutes);
+router.use("/appointments", appointmentsRoutes);
+router.use("/appointment-procedures", appointmentProceduresRoutes);
+router.use("/users", usersRoutes);
+router.use("/staffs", staffsRoutes);
+router.use("/npiProviders", npiProvidersRoutes);
+router.use("/patientDataExtraction", patientDataExtractionRoutes);
+router.use("/claims", claimsRoutes);
+router.use("/insuranceCreds", insuranceCredsRoutes);
+router.use("/documents", documentsRoutes);
+router.use("/patient-documents", patientDocumentsRoutes);
+router.use("/insurance-status", insuranceStatusRoutes);
+router.use("/insurance-status-ddma", insuranceStatusDdmaRoutes);
+router.use("/payments", paymentsRoutes);
+router.use("/database-management", databaseManagementRoutes);
+router.use("/notifications", notificationsRoutes);
+router.use("/payment-ocr", paymentOcrRoutes);
+router.use("/cloud-storage", cloudStorageRoutes);
+router.use("/payments-reports", paymentsReportsRoutes);
+router.use("/export-payments-reports", exportPaymentsReportsRoutes);
+
+export default router;

apps/Backend/src/routes/insuranceCreds.ts

@@ -0,0 +1,126 @@
+import express, { Request, Response } from "express";
+import { storage } from "../storage";
+import { z } from "zod";
+import {
+  insertInsuranceCredentialSchema,
+  InsuranceCredential,
+} from "@repo/db/types";
+
+const router = express.Router();
+
+// ✅ Get all credentials for a user
+router.get("/", async (req: Request, res: Response): Promise<any> => {
+  try {
+    if (!req.user || !req.user.id) {
+      return res
+        .status(401)
+        .json({ message: "Unauthorized: user info missing" });
+    }
+    const userId = req.user.id;
+
+    const credentials = await storage.getInsuranceCredentialsByUser(userId);
+    return res.status(200).json(credentials);
+  } catch (err) {
+    return res
+      .status(500)
+      .json({ error: "Failed to fetch credentials", details: String(err) });
+  }
+});
+
+// ✅ Create credential for a user
+router.post("/", async (req: Request, res: Response): Promise<any> => {
+  try {
+    if (!req.user || !req.user.id) {
+      return res
+        .status(401)
+        .json({ message: "Unauthorized: user info missing" });
+    }
+    const userId = req.user.id;
+
+    const parseResult = insertInsuranceCredentialSchema.safeParse({
+      ...req.body,
+      userId,
+    });
+    if (!parseResult.success) {
+      const flat = (
+        parseResult as typeof parseResult & { error: z.ZodError<any> }
+      ).error.flatten();
+      const firstError =
+        Object.values(flat.fieldErrors)[0]?.[0] || "Invalid input";
+
+      return res.status(400).json({
+        message: firstError,
+        details: flat.fieldErrors,
+      });
+    }
+
+    const credential = await storage.createInsuranceCredential(
+      parseResult.data
+    );
+    return res.status(201).json(credential);
+  } catch (err: any) {
+    if (err.code === "P2002") {
+      return res.status(400).json({
+        message: `Credential with this ${err.meta?.target?.join(", ")} already exists.`,
+      });
+    }
+    return res
+      .status(500)
+      .json({ error: "Failed to create credential", details: String(err) });
+  }
+});
+
+// ✅ Update credential
+router.put("/:id", async (req: Request, res: Response): Promise<any> => {
+  try {
+    const id = Number(req.params.id);
+    if (isNaN(id)) return res.status(400).send("Invalid credential ID");
+
+    const updates = req.body as Partial<InsuranceCredential>;
+    const credential = await storage.updateInsuranceCredential(id, updates);
+    return res.status(200).json(credential);
+  } catch (err) {
+    return res
+      .status(500)
+      .json({ error: "Failed to update credential", details: String(err) });
+  }
+});
+
+// ✅ Delete a credential
+router.delete("/:id", async (req: Request, res: Response): Promise<any> => {
+  try {
+    const userId = (req as any).user?.id;
+    if (!userId) return res.status(401).json({ message: "Unauthorized" });
+
+    const id = Number(req.params.id);
+    if (isNaN(id)) return res.status(400).send("Invalid ID");
+
+    // 1) Check existence
+    const existing = await storage.getInsuranceCredential(id);
+    if (!existing)
+      return res.status(404).json({ message: "Credential not found" });
+
+    // 2) Ownership check
+    if (existing.userId !== userId) {
+      return res.status(403).json({
+        message:
+          "Forbidden: Credentials belongs to a different user, you can't delete this.",
+      });
+    }
+
+    // 3) Delete (storage method enforces userId + id)
+    const ok = await storage.deleteInsuranceCredential(userId, id);
+    if (!ok) {
+      return res
+        .status(404)
+        .json({ message: "Credential not found or already deleted" });
+    }
+    return res.status(204).send();
+  } catch (err) {
+    return res
+      .status(500)
+      .json({ error: "Failed to delete credential", details: String(err) });
+  }
+});
+
+export default router;

apps/Backend/src/routes/insuranceStatus.ts

@@ -0,0 +1,844 @@
+import { Router } from "express";
+import { Request, Response } from "express";
+import { storage } from "../storage";
+import { forwardToSeleniumInsuranceEligibilityAgent } from "../services/seleniumInsuranceEligibilityClient";
+import fs from "fs/promises";
+import path from "path";
+import PDFDocument from "pdfkit";
+import { forwardToSeleniumInsuranceClaimStatusAgent } from "../services/seleniumInsuranceClaimStatusClient";
+import fsSync from "fs";
+import { emptyFolderContainingFile } from "../utils/emptyTempFolder";
+import forwardToPatientDataExtractorService from "../services/patientDataExtractorService";
+import {
+  InsertPatient,
+  insertPatientSchema,
+} from "../../../../packages/db/types/patient-types";
+import { formatDobForAgent } from "../utils/dateUtils";
+
+const router = Router();
+
+/** Utility: naive name splitter */
+function splitName(fullName?: string | null) {
+  if (!fullName) return { firstName: "", lastName: "" };
+  const parts = fullName.trim().split(/\s+/).filter(Boolean);
+  const firstName = parts.shift() ?? "";
+  const lastName = parts.join(" ") ?? "";
+  return { firstName, lastName };
+}
+
+/**
+ * Ensure patient exists for given insuranceId.
+ * If exists -> update first/last name when different.
+ * If not -> create using provided fields.
+ * Returns the patient object (the version read from DB after potential create/update).
+ */
+async function createOrUpdatePatientByInsuranceId(options: {
+  insuranceId: string;
+  firstName?: string | null;
+  lastName?: string | null;
+  dob?: string | Date | null;
+  userId: number;
+}) {
+  const { insuranceId, firstName, lastName, dob, userId } = options;
+  if (!insuranceId) throw new Error("Missing insuranceId");
+
+  let patient = await storage.getPatientByInsuranceId(insuranceId);
+
+  // Normalize incoming names
+  const incomingFirst = firstName?.trim() ?? "";
+  const incomingLast = lastName?.trim() ?? "";
+
+  if (patient && patient.id) {
+    // update only if different
+    const updates: any = {};
+    if (
+      incomingFirst &&
+      String(patient.firstName ?? "").trim() !== incomingFirst
+    ) {
+      updates.firstName = incomingFirst;
+    }
+    if (
+      incomingLast &&
+      String(patient.lastName ?? "").trim() !== incomingLast
+    ) {
+      updates.lastName = incomingLast;
+    }
+
+    if (Object.keys(updates).length > 0) {
+      await storage.updatePatient(patient.id, updates);
+      // Refetch to get updated data
+      patient = await storage.getPatientByInsuranceId(insuranceId);
+    }
+    return patient;
+  } else {
+    // inside createOrUpdatePatientByInsuranceId, when creating:
+    const createPayload: any = {
+      firstName: incomingFirst,
+      lastName: incomingLast,
+      dateOfBirth: dob, // raw from caller (string | Date | null)
+      gender: "",
+      phone: "",
+      userId,
+      insuranceId,
+    };
+
+    let patientData: InsertPatient;
+    try {
+      patientData = insertPatientSchema.parse(createPayload);
+    } catch (err) {
+      // handle malformed dob or other validation errors conservatively
+      console.warn(
+        "Failed to validate patient payload in insurance flow:",
+        err
+      );
+      // either rethrow or drop invalid fields — here we drop dob and proceed
+      const safePayload = { ...createPayload };
+      delete (safePayload as any).dateOfBirth;
+      patientData = insertPatientSchema.parse(safePayload);
+    }
+
+    await storage.createPatient(patientData);
+    // Return the created patient
+    return await storage.getPatientByInsuranceId(insuranceId);
+  }
+}
+
+/**
+ * /eligibility-check
+ * - run selenium
+ * - if pdf created -> call extractor -> get name
+ * - create or update patient (by memberId)
+ * - attach PDF to patient (create pdf group/file)
+ * - return { patient, pdfFileId, extractedName ... }
+ */
+router.post(
+  "/eligibility-check",
+  async (req: Request, res: Response): Promise<any> => {
+    if (!req.body.data) {
+      return res
+        .status(400)
+        .json({ error: "Missing Insurance Eligibility data for selenium" });
+    }
+
+    if (!req.user || !req.user.id) {
+      return res.status(401).json({ error: "Unauthorized: user info missing" });
+    }
+
+    let seleniumResult: any = undefined;
+    let createdPdfFileId: number | null = null;
+    let outputResult: any = {};
+    const extracted: any = {};
+
+    try {
+      // const insuranceEligibilityData = JSON.parse(req.body.data);
+      // Handle both string and object data
+      const insuranceEligibilityData = typeof req.body.data === 'string' 
+        ? JSON.parse(req.body.data) 
+        : req.body.data;
+
+      const credentials = await storage.getInsuranceCredentialByUserAndSiteKey(
+        req.user.id,
+        insuranceEligibilityData.insuranceSiteKey
+      );
+      if (!credentials) {
+        return res.status(404).json({
+          error:
+            "No insurance credentials found for this provider, Kindly Update this at Settings Page.",
+        });
+      }
+
+      const enrichedData = {
+        ...insuranceEligibilityData,
+        massdhpUsername: credentials.username,
+        massdhpPassword: credentials.password,
+      };
+
+      // 1) Run selenium agent
+      try {
+        seleniumResult =
+          await forwardToSeleniumInsuranceEligibilityAgent(enrichedData);
+      } catch (seleniumErr: any) {
+        return res.status(502).json({
+          error: "Selenium service failed",
+          detail: seleniumErr?.message ?? String(seleniumErr),
+        });
+      }
+
+      // 2) Extract data from selenium result (page extraction) and PDF
+      let extracted: any = {};
+      
+      // First, try to get data from selenium's page extraction
+      if (seleniumResult.firstName || seleniumResult.lastName) {
+        extracted.firstName = seleniumResult.firstName || null;
+        extracted.lastName = seleniumResult.lastName || null;
+        console.log('[eligibility-check] Using name from selenium extraction:', { 
+          firstName: extracted.firstName, 
+          lastName: extracted.lastName 
+        });
+      }
+      // Also check for combined name field (fallback)
+      else if (seleniumResult.name) {
+        const parts = splitName(seleniumResult.name);
+        extracted.firstName = parts.firstName;
+        extracted.lastName = parts.lastName;
+        console.log('[eligibility-check] Using combined name from selenium extraction:', parts);
+      }
+      
+      // If no name from selenium, try PDF extraction
+      if (!extracted.firstName && !extracted.lastName &&
+          seleniumResult?.pdf_path &&
+          seleniumResult.pdf_path.endsWith(".pdf")
+      ) {
+        try {
+          const pdfPath = seleniumResult.pdf_path;
+          console.log('[eligibility-check] Extracting data from PDF:', pdfPath);
+          const pdfBuffer = await fs.readFile(pdfPath);
+
+          const extraction = await forwardToPatientDataExtractorService({
+            buffer: pdfBuffer,
+            originalname: path.basename(pdfPath),
+            mimetype: "application/pdf",
+          } as any);
+
+          console.log('[eligibility-check] PDF Extraction result:', extraction);
+
+          if (extraction.name) {
+            const parts = splitName(extraction.name);
+            extracted.firstName = parts.firstName;
+            extracted.lastName = parts.lastName;
+            console.log('[eligibility-check] Split name from PDF:', parts);
+          } else {
+            console.warn('[eligibility-check] No name extracted from PDF');
+          }
+        } catch (extractErr: any) {
+          console.error('[eligibility-check] Patient data extraction failed:', extractErr);
+          // Continue without extracted names - we'll use form names or create patient with empty names
+        }
+      }
+
+      // Step-3) Create or update patient name using extracted info (prefer extractor -> request)
+      const insuranceId = String(
+        insuranceEligibilityData.memberId ?? ""
+      ).trim();
+      if (!insuranceId) {
+        return res.status(400).json({ error: "Missing memberId" });
+      }
+
+      // Always prioritize extracted data from MassHealth over form input
+      // Form input is only used as fallback when extraction fails
+      const preferFirst = extracted.firstName || null;
+      const preferLast = extracted.lastName || null;
+
+      console.log('[eligibility-check] Name priority:', { 
+        extracted: { firstName: extracted.firstName, lastName: extracted.lastName },
+        fromForm: { firstName: insuranceEligibilityData.firstName, lastName: insuranceEligibilityData.lastName },
+        using: { firstName: preferFirst, lastName: preferLast }
+      });
+
+      let patient;
+      try {
+        patient = await createOrUpdatePatientByInsuranceId({
+          insuranceId,
+          firstName: preferFirst,
+          lastName: preferLast,
+          dob: insuranceEligibilityData.dateOfBirth,
+          userId: req.user.id,
+        });
+        console.log('[eligibility-check] Patient after create/update:', patient);
+      } catch (patientOpErr: any) {
+        return res.status(500).json({
+          error: "Failed to create/update patient",
+          detail: patientOpErr?.message ?? String(patientOpErr),
+        });
+      }
+
+      // ✅ Step 4: Update patient status based on selenium result
+      if (patient && patient.id !== undefined) {
+        // Use eligibility from selenium extraction if available, otherwise default to UNKNOWN
+        let newStatus = "UNKNOWN";
+        
+        if (seleniumResult.eligibility === "Y") {
+          newStatus = "ACTIVE";
+        } else if (seleniumResult.eligibility === "N") {
+          newStatus = "INACTIVE";
+        }
+        
+        // Prepare updates object
+        const updates: any = { status: newStatus };
+        
+        // Update insurance provider if extracted
+        if (seleniumResult.insurance) {
+          updates.insuranceProvider = seleniumResult.insurance;
+          console.log('[eligibility-check] Updating insurance provider:', seleniumResult.insurance);
+        }
+        
+        await storage.updatePatient(patient.id, updates);
+        outputResult.patientUpdateStatus = `Patient status updated to ${newStatus}${seleniumResult.insurance ? ', insurance updated' : ''}`;
+        console.log('[eligibility-check] Status updated:', { 
+          patientId: patient.id, 
+          newStatus, 
+          eligibility: seleniumResult.eligibility,
+          insurance: seleniumResult.insurance
+        });
+
+        // ✅ Step 5: Handle PDF Upload
+        if (
+          seleniumResult.pdf_path &&
+          seleniumResult.pdf_path.endsWith(".pdf")
+        ) {
+          const pdfBuffer = await fs.readFile(seleniumResult.pdf_path);
+
+          const groupTitle = "Eligibility Status";
+          const groupTitleKey = "ELIGIBILITY_STATUS";
+
+          let group = await storage.findPdfGroupByPatientTitleKey(
+            patient.id,
+            groupTitleKey
+          );
+
+          // Step 5b: Create group if it doesn’t exist
+          if (!group) {
+            group = await storage.createPdfGroup(
+              patient.id,
+              groupTitle,
+              groupTitleKey
+            );
+          }
+
+          if (!group?.id) {
+            throw new Error("PDF group creation failed: missing group ID");
+          }
+
+          const created = await storage.createPdfFile(
+            group.id,
+            path.basename(seleniumResult.pdf_path),
+            pdfBuffer
+          );
+
+          // created could be { id, filename } or just id, adapt to your storage API.
+          if (created && typeof created === "object" && "id" in created) {
+            createdPdfFileId = Number(created.id);
+          }
+
+          outputResult.pdfUploadStatus = `PDF saved to group: ${group.title}`;
+        } else {
+          outputResult.pdfUploadStatus =
+            "No valid PDF path provided by Selenium, Couldn't upload pdf to server.";
+        }
+      } else {
+        outputResult.patientUpdateStatus =
+          "Patient not found or missing ID; no update performed";
+      }
+
+      res.json({
+        patientUpdateStatus: outputResult.patientUpdateStatus,
+        pdfUploadStatus: outputResult.pdfUploadStatus,
+        pdfFileId: createdPdfFileId,
+      });
+    } catch (err: any) {
+      console.error(err);
+      return res.status(500).json({
+        error: err.message || "Failed to forward to selenium agent",
+      });
+    } finally {
+      try {
+        if (seleniumResult && seleniumResult.pdf_path) {
+          await emptyFolderContainingFile(seleniumResult.pdf_path);
+        } else {
+          console.log(`[eligibility-check] no pdf_path available to cleanup`);
+        }
+      } catch (cleanupErr) {
+        console.error(
+          `[eligibility-check cleanup failed for ${seleniumResult?.pdf_path}`,
+          cleanupErr
+        );
+      }
+    }
+  }
+);
+
+router.post(
+  "/claim-status-check",
+  async (req: Request, res: Response): Promise<any> => {
+    if (!req.body.data) {
+      return res
+        .status(400)
+        .json({ error: "Missing Insurance Status data for selenium" });
+    }
+
+    if (!req.user || !req.user.id) {
+      return res.status(401).json({ error: "Unauthorized: user info missing" });
+    }
+
+    let result: any = undefined;
+
+    async function imageToPdfBuffer(imagePath: string): Promise<Buffer> {
+      return new Promise<Buffer>((resolve, reject) => {
+        try {
+          const doc = new PDFDocument({ autoFirstPage: false });
+          const chunks: Uint8Array[] = [];
+
+          // collect data chunks
+          doc.on("data", (chunk: any) => chunks.push(chunk));
+          doc.on("end", () => resolve(Buffer.concat(chunks)));
+          doc.on("error", (err: any) => reject(err));
+
+          const A4_WIDTH = 595.28; // points
+          const A4_HEIGHT = 841.89; // points
+
+          doc.addPage({ size: [A4_WIDTH, A4_HEIGHT] });
+
+          doc.image(imagePath, 0, 0, {
+            fit: [A4_WIDTH, A4_HEIGHT],
+            align: "center",
+            valign: "center",
+          });
+
+          doc.end();
+        } catch (err) {
+          reject(err);
+        }
+      });
+    }
+    try {
+      const insuranceClaimStatusData = JSON.parse(req.body.data);
+
+      const credentials = await storage.getInsuranceCredentialByUserAndSiteKey(
+        req.user.id,
+        insuranceClaimStatusData.insuranceSiteKey
+      );
+      if (!credentials) {
+        return res.status(404).json({
+          error:
+            "No insurance credentials found for this provider, Kindly Update this at Settings Page.",
+        });
+      }
+
+      const enrichedData = {
+        ...insuranceClaimStatusData,
+        massdhpUsername: credentials.username,
+        massdhpPassword: credentials.password,
+      };
+
+      result = await forwardToSeleniumInsuranceClaimStatusAgent(enrichedData);
+
+      let createdPdfFileId: number | null = null;
+
+      // ✅ Step 1: Check result
+      const patient = await storage.getPatientByInsuranceId(
+        insuranceClaimStatusData.memberId
+      );
+
+      if (patient && patient.id !== undefined) {
+        let pdfBuffer: Buffer | null = null;
+        let generatedPdfPath: string | null = null;
+
+        if (
+          result.ss_path &&
+          (result.ss_path.endsWith(".png") ||
+            result.ss_path.endsWith(".jpg") ||
+            result.ss_path.endsWith(".jpeg"))
+        ) {
+          try {
+            // Ensure file exists
+            if (!fsSync.existsSync(result.ss_path)) {
+              throw new Error(`Screenshot file not found: ${result.ss_path}`);
+            }
+
+            // Convert image to PDF buffer
+            pdfBuffer = await imageToPdfBuffer(result.ss_path);
+
+            // Optionally write generated PDF to temp path (so name is available for createPdfFile)
+            const pdfFileName = `claimStatus_${insuranceClaimStatusData.memberId}_${Date.now()}.pdf`;
+            generatedPdfPath = path.join(
+              path.dirname(result.ss_path),
+              pdfFileName
+            );
+            await fs.writeFile(generatedPdfPath, pdfBuffer);
+          } catch (err) {
+            console.error("Failed to convert screenshot to PDF:", err);
+            result.pdfUploadStatus = `Failed to convert screenshot to PDF: ${String(err)}`;
+          }
+        } else {
+          result.pdfUploadStatus =
+            "No valid PDF or screenshot path provided by Selenium; nothing to upload.";
+        }
+
+        if (pdfBuffer && generatedPdfPath) {
+          const groupTitle = "Claim Status";
+          const groupTitleKey = "CLAIM_STATUS";
+
+          let group = await storage.findPdfGroupByPatientTitleKey(
+            patient.id,
+            groupTitleKey
+          );
+
+          // Create group if missing
+          if (!group) {
+            group = await storage.createPdfGroup(
+              patient.id,
+              groupTitle,
+              groupTitleKey
+            );
+          }
+
+          if (!group?.id) {
+            throw new Error("PDF group creation failed: missing group ID");
+          }
+
+          // Use the basename for storage
+          const basename = path.basename(generatedPdfPath);
+          const created = await storage.createPdfFile(
+            group.id,
+            basename,
+            pdfBuffer
+          );
+
+          if (created && typeof created === "object" && "id" in created) {
+            createdPdfFileId = Number(created.id);
+          }
+
+          result.pdfUploadStatus = `PDF saved to group: ${group.title}`;
+        }
+      } else {
+        result.patientUpdateStatus =
+          "Patient not found or missing ID; no update performed";
+      }
+
+      res.json({
+        pdfUploadStatus: result.pdfUploadStatus,
+        pdfFileId: createdPdfFileId,
+      });
+      return;
+    } catch (err: any) {
+      console.error(err);
+      return res.status(500).json({
+        error: err.message || "Failed to forward to selenium agent",
+      });
+    } finally {
+      try {
+        if (result && result.ss_path) {
+          await emptyFolderContainingFile(result.ss_path);
+        } else {
+          console.log(`claim-status-check] no pdf_path available to cleanup`);
+        }
+      } catch (cleanupErr) {
+        console.error(
+          `[claim-status-check cleanup failed for ${result?.ss_path}`,
+          cleanupErr
+        );
+      }
+    }
+  }
+);
+
+router.post(
+  "/appointments/check-all-eligibilities",
+  async (req: Request, res: Response): Promise<any> => {
+    // Query param: date=YYYY-MM-DD (required)
+    const date = String(req.query.date ?? "").trim();
+    if (!date) {
+      return res
+        .status(400)
+        .json({ error: "Missing date query param (YYYY-MM-DD)" });
+    }
+
+    if (!req.user || !req.user.id) {
+      return res.status(401).json({ error: "Unauthorized: user info missing" });
+    }
+
+    // Track any paths that couldn't be cleaned immediately so we can try again at the end
+    const remainingCleanupPaths = new Set<string>();
+
+    try {
+      // 1) fetch appointments for the day (reuse your storage API)
+      const dayAppointments = await storage.getAppointmentsByDateForUser(
+        date,
+        req.user.id
+      );
+      if (!Array.isArray(dayAppointments)) {
+        return res
+          .status(500)
+          .json({ error: "Failed to load appointments for date" });
+      }
+
+      const results: Array<any> = [];
+
+      // process sequentially so selenium agent / python semaphore isn't overwhelmed
+      for (const apt of dayAppointments) {
+        // For each appointment we keep a per-appointment seleniumResult so we can cleanup its files
+        let seleniumResult: any = undefined;
+
+        const resultItem: any = {
+          appointmentId: apt.id,
+          patientId: apt.patientId ?? null,
+          processed: false,
+          error: null,
+          pdfFileId: null,
+          patientUpdateStatus: null,
+          warning: null,
+        };
+
+        try {
+          // fetch patient record (use getPatient or getPatientById depending on your storage)
+          const patient = apt.patientId
+            ? await storage.getPatient(apt.patientId)
+            : null;
+          const memberId = (patient?.insuranceId ?? "").toString().trim();
+
+          // create a readable patient label for error messages
+          const patientLabel = patient
+            ? `${patient.firstName ?? ""} ${patient.lastName ?? ""}`.trim() ||
+              `patient#${patient.id}`
+            : `patient#${apt.patientId ?? "unknown"}`;
+
+          const aptLabel = `appointment#${apt.id}${apt.date ? ` (${apt.date}${apt.startTime ? ` ${apt.startTime}` : ""})` : ""}`;
+
+          if (!memberId) {
+            resultItem.error = `Missing insuranceId for ${patientLabel} — skipping ${aptLabel}`;
+            results.push(resultItem);
+            continue;
+          }
+
+          // prepare eligibility data; prefer patient DOB + name if present
+          const dob = patient?.dateOfBirth;
+          if (!dob) {
+            resultItem.error = `Missing dob for ${patientLabel} — skipping ${aptLabel}`;
+            results.push(resultItem);
+            continue;
+          }
+
+          // Convert Date object → YYYY-MM-DD string  - req for selenium agent.
+          const dobStr = formatDobForAgent(dob);
+          if (!dobStr) {
+            resultItem.error = `Invalid or missing DOB for ${patientLabel} — skipping ${aptLabel}`;
+            results.push(resultItem);
+            continue;
+          }
+
+          const payload = {
+            memberId,
+            dateOfBirth: dobStr,
+            insuranceSiteKey: "MH",
+          };
+
+          // Get credentials for this user+site
+          const credentials =
+            await storage.getInsuranceCredentialByUserAndSiteKey(
+              req.user.id,
+              payload.insuranceSiteKey
+            );
+          if (!credentials) {
+            resultItem.error = `No insurance credentials found for siteKey — skipping ${aptLabel} for ${patientLabel}`;
+            results.push(resultItem);
+            continue;
+          }
+
+          // enrich payload
+          const enriched = {
+            ...payload,
+            massdhpUsername: credentials.username,
+            massdhpPassword: credentials.password,
+          };
+
+          // forward to selenium agent (sequential)
+          try {
+            seleniumResult =
+              await forwardToSeleniumInsuranceEligibilityAgent(enriched);
+          } catch (seleniumErr: any) {
+            resultItem.error = `Selenium agent failed for ${patientLabel} (${aptLabel}): ${seleniumErr?.message ?? String(seleniumErr)}`;
+            results.push(resultItem);
+            continue;
+          }
+
+          // Attempt extraction (if pdf_path present)
+          const extracted: any = {};
+          if (
+            seleniumResult?.pdf_path &&
+            seleniumResult.pdf_path.endsWith(".pdf")
+          ) {
+            try {
+              const pdfPath = seleniumResult.pdf_path;
+              const pdfBuffer = await fs.readFile(pdfPath);
+
+              const extraction = await forwardToPatientDataExtractorService({
+                buffer: pdfBuffer,
+                originalname: path.basename(pdfPath),
+                mimetype: "application/pdf",
+              } as any);
+
+              if (extraction.name) {
+                const parts = splitName(extraction.name);
+                extracted.firstName = parts.firstName;
+                extracted.lastName = parts.lastName;
+              }
+            } catch (extractErr: any) {
+              resultItem.warning = `Extraction failed: ${extractErr?.message ?? String(extractErr)}`;
+            }
+          }
+
+          // create or update patient by insuranceId — prefer extracted name
+          const preferFirst = extracted.firstName ?? null;
+          const preferLast = extracted.lastName ?? null;
+          try {
+            await createOrUpdatePatientByInsuranceId({
+              insuranceId: memberId,
+              firstName: preferFirst,
+              lastName: preferLast,
+              dob: payload.dateOfBirth,
+              userId: req.user.id,
+            });
+          } catch (patientOpErr: any) {
+            resultItem.error = `Failed to create/update patient ${patientLabel} for ${aptLabel}: ${patientOpErr?.message ?? String(patientOpErr)}`;
+            results.push(resultItem);
+            continue;
+          }
+
+          // fetch patient again
+          const updatedPatient =
+            await storage.getPatientByInsuranceId(memberId);
+          if (!updatedPatient || !updatedPatient.id) {
+            resultItem.error = `Patient not found after create/update for ${patientLabel} (${aptLabel})`;
+            results.push(resultItem);
+            continue;
+          }
+
+          // Update patient status based on seleniumResult.eligibility
+          const newStatus =
+            seleniumResult?.eligibility === "Y" ? "ACTIVE" : "INACTIVE";
+
+          // 1. updating patient
+          await storage.updatePatient(updatedPatient.id, { status: newStatus });
+          resultItem.patientUpdateStatus = `Patient status updated to ${newStatus}`;
+
+          // 2. updating appointment status - for aptmnt page
+          try {
+            await storage.updateAppointment(Number(apt.id), {
+              eligibilityStatus: newStatus,
+            });
+            resultItem.appointmentUpdateStatus = `Appointment eligibility set to ${newStatus}`;
+          } catch (apptUpdateErr: any) {
+            resultItem.warning =
+              (resultItem.warning ? resultItem.warning + " | " : "") +
+              `Failed to update appointment eligibility: ${apptUpdateErr?.message ?? String(apptUpdateErr)}`;
+          }
+
+          // If PDF exists, upload to PdfGroup (ELIGIBILITY_STATUS)
+          if (
+            seleniumResult?.pdf_path &&
+            seleniumResult.pdf_path.endsWith(".pdf")
+          ) {
+            try {
+              const pdfBuf = await fs.readFile(seleniumResult.pdf_path);
+              const groupTitle = "Eligibility Status";
+              const groupTitleKey = "ELIGIBILITY_STATUS";
+
+              let group = await storage.findPdfGroupByPatientTitleKey(
+                updatedPatient.id,
+                groupTitleKey
+              );
+              if (!group) {
+                group = await storage.createPdfGroup(
+                  updatedPatient.id,
+                  groupTitle,
+                  groupTitleKey
+                );
+              }
+              if (!group?.id)
+                throw new Error("Failed to create/find pdf group");
+
+              const created = await storage.createPdfFile(
+                group.id,
+                path.basename(seleniumResult.pdf_path),
+                pdfBuf
+              );
+
+              if (created && typeof created === "object" && "id" in created) {
+                resultItem.pdfFileId = Number(created.id);
+              } else if (typeof created === "number") {
+                resultItem.pdfFileId = created;
+              } else if (created && (created as any).id) {
+                resultItem.pdfFileId = (created as any).id;
+              }
+
+              resultItem.processed = true;
+            } catch (pdfErr: any) {
+              resultItem.warning = `PDF upload failed for ${patientLabel} (${aptLabel}): ${pdfErr?.message ?? String(pdfErr)}`;
+            }
+          } else {
+            // no pdf; still mark processed true (status updated)
+            resultItem.processed = true;
+            resultItem.pdfFileId = null;
+          }
+
+          results.push(resultItem);
+        } catch (err: any) {
+          resultItem.error = `Unexpected error for appointment#${apt.id}: ${err?.message ?? String(err)}`;
+          results.push(resultItem);
+
+          console.error(
+            "[batch eligibility] unexpected error for appointment",
+            apt.id,
+            err
+          );
+        } finally {
+          // Per-appointment cleanup: always try to remove selenium temp files for this appointment
+          try {
+            if (
+              seleniumResult &&
+              (seleniumResult.pdf_path || seleniumResult.ss_path)
+            ) {
+              // prefer pdf_path, fallback to ss_path
+              const candidatePath =
+                seleniumResult.pdf_path ?? seleniumResult.ss_path;
+              try {
+                await emptyFolderContainingFile(candidatePath);
+              } catch (cleanupErr: any) {
+                console.warn(
+                  `[batch cleanup] failed to clean ${candidatePath} for appointment ${apt.id}`,
+                  cleanupErr
+                );
+                // remember path for final cleanup attempt
+                remainingCleanupPaths.add(candidatePath);
+              }
+            }
+          } catch (cleanupOuterErr: any) {
+            console.warn(
+              "[batch cleanup] unexpected error during per-appointment cleanup",
+              cleanupOuterErr
+            );
+            // don't throw — we want to continue processing next appointments
+          }
+        } // end try/catch/finally per appointment
+      } // end for appointments
+
+      // return summary
+      return res.json({ date, count: results.length, results });
+    } catch (err: any) {
+      console.error("[check-all-eligibilities] error", err);
+      return res
+        .status(500)
+        .json({ error: err?.message ?? "Internal server error" });
+    } finally {
+      // Final cleanup attempt for any remaining paths we couldn't delete earlier
+      try {
+        if (remainingCleanupPaths.size > 0) {
+          for (const p of remainingCleanupPaths) {
+            try {
+              await emptyFolderContainingFile(p);
+            } catch (finalCleanupErr: any) {
+              console.error(`[final cleanup] failed for ${p}`, finalCleanupErr);
+            }
+          }
+        }
+      } catch (outerFinalErr: any) {
+        console.error(
+          "[check-all-eligibilities final cleanup] unexpected error",
+          outerFinalErr
+        );
+      }
+    }
+  }
+);
+
+export default router;

apps/Backend/src/routes/insuranceStatusDDMA.ts

@@ -0,0 +1,699 @@
+import { Router, Request, Response } from "express";
+import { storage } from "../storage";
+import {
+  forwardToSeleniumDdmaEligibilityAgent,
+  forwardOtpToSeleniumDdmaAgent,
+  getSeleniumDdmaSessionStatus,
+} from "../services/seleniumDdmaInsuranceEligibilityClient";
+import fs from "fs/promises";
+import fsSync from "fs";
+import path from "path";
+import PDFDocument from "pdfkit";
+import { emptyFolderContainingFile } from "../utils/emptyTempFolder";
+import {
+  InsertPatient,
+  insertPatientSchema,
+} from "../../../../packages/db/types/patient-types";
+import { io } from "../socket";
+
+const router = Router();
+
+/** Job context stored in memory by sessionId */
+interface DdmaJobContext {
+  userId: number;
+  insuranceEligibilityData: any; // parsed, enriched (includes username/password)
+  socketId?: string;
+}
+
+const ddmaJobs: Record<string, DdmaJobContext> = {};
+
+/** Utility: naive name splitter */
+function splitName(fullName?: string | null) {
+  if (!fullName) return { firstName: "", lastName: "" };
+  const parts = fullName.trim().split(/\s+/).filter(Boolean);
+  const firstName = parts.shift() ?? "";
+  const lastName = parts.join(" ") ?? "";
+  return { firstName, lastName };
+}
+
+async function imageToPdfBuffer(imagePath: string): Promise<Buffer> {
+  return new Promise<Buffer>((resolve, reject) => {
+    try {
+      const doc = new PDFDocument({ autoFirstPage: false });
+      const chunks: Uint8Array[] = [];
+
+      doc.on("data", (chunk: any) => chunks.push(chunk));
+      doc.on("end", () => resolve(Buffer.concat(chunks)));
+      doc.on("error", (err: any) => reject(err));
+
+      const A4_WIDTH = 595.28; // points
+      const A4_HEIGHT = 841.89; // points
+
+      doc.addPage({ size: [A4_WIDTH, A4_HEIGHT] });
+
+      doc.image(imagePath, 0, 0, {
+        fit: [A4_WIDTH, A4_HEIGHT],
+        align: "center",
+        valign: "center",
+      });
+
+      doc.end();
+    } catch (err) {
+      reject(err);
+    }
+  });
+}
+
+/**
+ * Ensure patient exists for given insuranceId.
+ */
+async function createOrUpdatePatientByInsuranceId(options: {
+  insuranceId: string;
+  firstName?: string | null;
+  lastName?: string | null;
+  dob?: string | Date | null;
+  userId: number;
+}) {
+  const { insuranceId, firstName, lastName, dob, userId } = options;
+  if (!insuranceId) throw new Error("Missing insuranceId");
+
+  const incomingFirst = (firstName || "").trim();
+  const incomingLast = (lastName || "").trim();
+
+  let patient = await storage.getPatientByInsuranceId(insuranceId);
+
+  if (patient && patient.id) {
+    const updates: any = {};
+    if (
+      incomingFirst &&
+      String(patient.firstName ?? "").trim() !== incomingFirst
+    ) {
+      updates.firstName = incomingFirst;
+    }
+    if (
+      incomingLast &&
+      String(patient.lastName ?? "").trim() !== incomingLast
+    ) {
+      updates.lastName = incomingLast;
+    }
+    if (Object.keys(updates).length > 0) {
+      await storage.updatePatient(patient.id, updates);
+    }
+    return;
+  } else {
+    const createPayload: any = {
+      firstName: incomingFirst,
+      lastName: incomingLast,
+      dateOfBirth: dob,
+      gender: "",
+      phone: "",
+      userId,
+      insuranceId,
+    };
+    let patientData: InsertPatient;
+    try {
+      patientData = insertPatientSchema.parse(createPayload);
+    } catch (err) {
+      const safePayload = { ...createPayload };
+      delete (safePayload as any).dateOfBirth;
+      patientData = insertPatientSchema.parse(safePayload);
+    }
+    await storage.createPatient(patientData);
+  }
+}
+
+/**
+ * When Selenium finishes for a given sessionId, run your patient + PDF pipeline,
+ * and return the final API response shape.
+ */
+async function handleDdmaCompletedJob(
+  sessionId: string,
+  job: DdmaJobContext,
+  seleniumResult: any
+) {
+  let createdPdfFileId: number | null = null;
+  const outputResult: any = {};
+
+  // We'll wrap the processing in try/catch/finally so cleanup always runs
+  try {
+    // 1) ensuring memberid.
+    const insuranceEligibilityData = job.insuranceEligibilityData;
+    const insuranceId = String(insuranceEligibilityData.memberId ?? "").trim();
+    if (!insuranceId) {
+      throw new Error("Missing memberId for ddma job");
+    }
+
+    // 2) Create or update patient (with name from selenium result if available)
+    const patientNameFromResult =
+      typeof seleniumResult?.patientName === "string"
+        ? seleniumResult.patientName.trim()
+        : null;
+
+    const { firstName, lastName } = splitName(patientNameFromResult);
+
+    await createOrUpdatePatientByInsuranceId({
+      insuranceId,
+      firstName,
+      lastName,
+      dob: insuranceEligibilityData.dateOfBirth,
+      userId: job.userId,
+    });
+
+    // 3) Update patient status + PDF upload
+    const patient = await storage.getPatientByInsuranceId(
+      insuranceEligibilityData.memberId
+    );
+    if (!patient?.id) {
+      outputResult.patientUpdateStatus =
+        "Patient not found; no update performed";
+      return {
+        patientUpdateStatus: outputResult.patientUpdateStatus,
+        pdfUploadStatus: "none",
+        pdfFileId: null,
+      };
+    }
+
+    // update patient status.
+    const newStatus =
+      seleniumResult.eligibility === "active" ? "ACTIVE" : "INACTIVE";
+    await storage.updatePatient(patient.id, { status: newStatus });
+    outputResult.patientUpdateStatus = `Patient status updated to ${newStatus}`;
+
+    // convert screenshot -> pdf if available
+    let pdfBuffer: Buffer | null = null;
+    let generatedPdfPath: string | null = null;
+
+    if (
+      seleniumResult &&
+      seleniumResult.ss_path &&
+      typeof seleniumResult.ss_path === "string" &&
+      (seleniumResult.ss_path.endsWith(".png") ||
+        seleniumResult.ss_path.endsWith(".jpg") ||
+        seleniumResult.ss_path.endsWith(".jpeg"))
+    ) {
+      try {
+        if (!fsSync.existsSync(seleniumResult.ss_path)) {
+          throw new Error(
+            `Screenshot file not found: ${seleniumResult.ss_path}`
+          );
+        }
+
+        pdfBuffer = await imageToPdfBuffer(seleniumResult.ss_path);
+
+        const pdfFileName = `ddma_eligibility_${insuranceEligibilityData.memberId}_${Date.now()}.pdf`;
+        generatedPdfPath = path.join(
+          path.dirname(seleniumResult.ss_path),
+          pdfFileName
+        );
+        await fs.writeFile(generatedPdfPath, pdfBuffer);
+
+        // ensure cleanup uses this
+        seleniumResult.pdf_path = generatedPdfPath;
+      } catch (err: any) {
+        console.error("Failed to convert screenshot to PDF:", err);
+        outputResult.pdfUploadStatus = `Failed to convert screenshot to PDF: ${String(err)}`;
+      }
+    } else {
+      outputResult.pdfUploadStatus =
+        "No valid screenshot (ss_path) provided by Selenium; nothing to upload.";
+    }
+
+    if (pdfBuffer && generatedPdfPath) {
+      const groupTitle = "Eligibility Status";
+      const groupTitleKey = "ELIGIBILITY_STATUS";
+
+      let group = await storage.findPdfGroupByPatientTitleKey(
+        patient.id,
+        groupTitleKey
+      );
+      if (!group) {
+        group = await storage.createPdfGroup(
+          patient.id,
+          groupTitle,
+          groupTitleKey
+        );
+      }
+      if (!group?.id) {
+        throw new Error("PDF group creation failed: missing group ID");
+      }
+
+      const created = await storage.createPdfFile(
+        group.id,
+        path.basename(generatedPdfPath),
+        pdfBuffer
+      );
+      if (created && typeof created === "object" && "id" in created) {
+        createdPdfFileId = Number(created.id);
+      }
+      outputResult.pdfUploadStatus = `PDF saved to group: ${group.title}`;
+    } else {
+      outputResult.pdfUploadStatus =
+        "No valid PDF path provided by Selenium, Couldn't upload pdf to server.";
+    }
+
+    return {
+      patientUpdateStatus: outputResult.patientUpdateStatus,
+      pdfUploadStatus: outputResult.pdfUploadStatus,
+      pdfFileId: createdPdfFileId,
+    };
+  } catch (err: any) {
+    return {
+      patientUpdateStatus: outputResult.patientUpdateStatus,
+      pdfUploadStatus:
+        outputResult.pdfUploadStatus ??
+        `Failed to process DDMA job: ${err?.message ?? String(err)}`,
+      pdfFileId: createdPdfFileId,
+      error: err?.message ?? String(err),
+    };
+  } finally {
+    // ALWAYS attempt cleanup of temp files
+    try {
+      if (seleniumResult && seleniumResult.pdf_path) {
+        await emptyFolderContainingFile(seleniumResult.pdf_path);
+      } else if (seleniumResult && seleniumResult.ss_path) {
+        await emptyFolderContainingFile(seleniumResult.ss_path);
+      } else {
+        console.log(
+          `[ddma-eligibility] no pdf_path or ss_path available to cleanup`
+        );
+      }
+    } catch (cleanupErr) {
+      console.error(
+        `[ddma-eligibility cleanup failed for ${seleniumResult?.pdf_path ?? seleniumResult?.ss_path}]`,
+        cleanupErr
+      );
+    }
+  }
+}
+
+// --- top of file, alongside ddmaJobs ---
+let currentFinalSessionId: string | null = null;
+let currentFinalResult: any = null;
+
+function now() {
+  return new Date().toISOString();
+}
+function log(tag: string, msg: string, ctx?: any) {
+  console.log(`${now()} [${tag}] ${msg}`, ctx ?? "");
+}
+
+function emitSafe(socketId: string | undefined, event: string, payload: any) {
+  if (!socketId) {
+    log("socket", "no socketId for emit", { event });
+    return;
+  }
+  try {
+    const socket = io?.sockets.sockets.get(socketId);
+    if (!socket) {
+      log("socket", "socket not found (maybe disconnected)", {
+        socketId,
+        event,
+      });
+      return;
+    }
+    socket.emit(event, payload);
+    log("socket", "emitted", { socketId, event });
+  } catch (err: any) {
+    log("socket", "emit failed", { socketId, event, err: err?.message });
+  }
+}
+
+/**
+ * Polls Python agent for session status and emits socket events:
+ *  - 'selenium:otp_required' when waiting_for_otp
+ *  - 'selenium:session_update' when completed/error
+ *  - rabsolute timeout + transient error handling.
+ *  - pollTimeoutMs default = 2 minutes (adjust where invoked)
+ */
+async function pollAgentSessionAndProcess(
+  sessionId: string,
+  socketId?: string,
+  pollTimeoutMs = 2 * 60 * 1000
+) {
+  const maxAttempts = 300;
+  const baseDelayMs = 1000;
+  const maxTransientErrors = 12;
+
+  // NEW: give up if same non-terminal status repeats this many times
+  const noProgressLimit = 100;
+
+  const job = ddmaJobs[sessionId];
+  let transientErrorCount = 0;
+  let consecutiveNoProgress = 0;
+  let lastStatus: string | null = null;
+  const deadline = Date.now() + pollTimeoutMs;
+
+  for (let attempt = 0; attempt < maxAttempts; attempt++) {
+    // absolute deadline check
+    if (Date.now() > deadline) {
+      emitSafe(socketId, "selenium:session_update", {
+        session_id: sessionId,
+        status: "error",
+        message: `Polling timeout reached (${Math.round(pollTimeoutMs / 1000)}s).`,
+      });
+      delete ddmaJobs[sessionId];
+      return;
+    }
+
+    log(
+      "poller",
+      `attempt=${attempt} session=${sessionId} transientErrCount=${transientErrorCount}`
+    );
+
+    try {
+      const st = await getSeleniumDdmaSessionStatus(sessionId);
+      const status = st?.status ?? null;
+      log("poller", "got status", {
+        sessionId,
+        status,
+        message: st?.message,
+        resultKeys: st?.result ? Object.keys(st.result) : null,
+      });
+
+      // reset transient errors on success
+      transientErrorCount = 0;
+
+      // if status unchanged and non-terminal, increment no-progress counter
+      const isTerminalLike =
+        status === "completed" || status === "error" || status === "not_found";
+      if (status === lastStatus && !isTerminalLike) {
+        consecutiveNoProgress++;
+      } else {
+        consecutiveNoProgress = 0;
+      }
+      lastStatus = status;
+
+      // if no progress for too many consecutive polls -> abort
+      if (consecutiveNoProgress >= noProgressLimit) {
+        emitSafe(socketId, "selenium:session_update", {
+          session_id: sessionId,
+          status: "error",
+          message: `No progress from selenium agent (status="${status}") after ${consecutiveNoProgress} polls; aborting.`,
+        });
+        emitSafe(socketId, "selenium:session_error", {
+          session_id: sessionId,
+          status: "error",
+          message: "No progress from selenium agent",
+        });
+        delete ddmaJobs[sessionId];
+        return;
+      }
+
+      // always emit debug to client if socket exists
+      emitSafe(socketId, "selenium:debug", {
+        session_id: sessionId,
+        attempt,
+        status,
+        serverTime: new Date().toISOString(),
+      });
+
+      // If agent is waiting for OTP, inform client but keep polling (do not return)
+      if (status === "waiting_for_otp") {
+        emitSafe(socketId, "selenium:otp_required", {
+          session_id: sessionId,
+          message: "OTP required. Please enter the OTP.",
+        });
+        // do not return — keep polling (allows same poller to pick up completion)
+        await new Promise((r) => setTimeout(r, baseDelayMs));
+        continue;
+      }
+
+      // Completed path
+      if (status === "completed") {
+        log("poller", "agent completed; processing result", {
+          sessionId,
+          resultKeys: st.result ? Object.keys(st.result) : null,
+        });
+
+        // Persist raw result so frontend can fetch if socket disconnects
+        currentFinalSessionId = sessionId;
+        currentFinalResult = {
+          rawSelenium: st.result,
+          processedAt: null,
+          final: null,
+        };
+
+        let finalResult: any = null;
+        if (job && st.result) {
+          try {
+            finalResult = await handleDdmaCompletedJob(
+              sessionId,
+              job,
+              st.result
+            );
+            currentFinalResult.final = finalResult;
+            currentFinalResult.processedAt = Date.now();
+          } catch (err: any) {
+            currentFinalResult.final = {
+              error: "processing_failed",
+              detail: err?.message ?? String(err),
+            };
+            currentFinalResult.processedAt = Date.now();
+            log("poller", "handleDdmaCompletedJob failed", {
+              sessionId,
+              err: err?.message ?? err,
+            });
+          }
+        } else {
+          currentFinalResult[sessionId].final = {
+            error: "no_job_or_no_result",
+          };
+          currentFinalResult[sessionId].processedAt = Date.now();
+        }
+
+        // Emit final update (if socket present)
+        emitSafe(socketId, "selenium:session_update", {
+          session_id: sessionId,
+          status: "completed",
+          rawSelenium: st.result,
+          final: currentFinalResult.final,
+        });
+
+        // cleanup job context
+        delete ddmaJobs[sessionId];
+        return;
+      }
+
+      // Terminal error / not_found
+      if (status === "error" || status === "not_found") {
+        const emitPayload = {
+          session_id: sessionId,
+          status,
+          message: st?.message || "Selenium session error",
+        };
+        emitSafe(socketId, "selenium:session_update", emitPayload);
+        emitSafe(socketId, "selenium:session_error", emitPayload);
+        delete ddmaJobs[sessionId];
+        return;
+      }
+    } catch (err: any) {
+      const axiosStatus =
+        err?.response?.status ?? (err?.status ? Number(err.status) : undefined);
+      const errCode = err?.code ?? err?.errno;
+      const errMsg = err?.message ?? String(err);
+      const errData = err?.response?.data ?? null;
+
+      // If agent explicitly returned 404 -> terminal (session gone)
+      if (
+        axiosStatus === 404 ||
+        (typeof errMsg === "string" && errMsg.includes("not_found"))
+      ) {
+        console.warn(
+          `${new Date().toISOString()} [poller] terminal 404/not_found for ${sessionId}: data=${JSON.stringify(errData)}`
+        );
+
+        // Emit not_found to client
+        const emitPayload = {
+          session_id: sessionId,
+          status: "not_found",
+          message:
+            errData?.detail || "Selenium session not found (agent cleaned up).",
+        };
+        emitSafe(socketId, "selenium:session_update", emitPayload);
+        emitSafe(socketId, "selenium:session_error", emitPayload);
+
+        // Remove job context and stop polling
+        delete ddmaJobs[sessionId];
+        return;
+      }
+
+      // Detailed transient error logging
+      transientErrorCount++;
+      if (transientErrorCount > maxTransientErrors) {
+        const emitPayload = {
+          session_id: sessionId,
+          status: "error",
+          message:
+            "Repeated network errors while polling selenium agent; giving up.",
+        };
+        emitSafe(socketId, "selenium:session_update", emitPayload);
+        emitSafe(socketId, "selenium:session_error", emitPayload);
+        delete ddmaJobs[sessionId];
+        return;
+      }
+
+      const backoffMs = Math.min(
+        30_000,
+        baseDelayMs * Math.pow(2, transientErrorCount - 1)
+      );
+      console.warn(
+        `${new Date().toISOString()} [poller] transient error (#${transientErrorCount}) for ${sessionId}: code=${errCode} status=${axiosStatus} msg=${errMsg} data=${JSON.stringify(errData)}`
+      );
+      console.warn(
+        `${new Date().toISOString()} [poller] backing off ${backoffMs}ms before next attempt`
+      );
+
+      await new Promise((r) => setTimeout(r, backoffMs));
+      continue;
+    }
+
+    // normal poll interval
+    await new Promise((r) => setTimeout(r, baseDelayMs));
+  }
+
+  // overall timeout fallback
+  emitSafe(socketId, "selenium:session_update", {
+    session_id: sessionId,
+    status: "error",
+    message: "Polling timeout while waiting for selenium session",
+  });
+  delete ddmaJobs[sessionId];
+}
+
+/**
+ * POST /ddma-eligibility
+ * Starts DDMA eligibility Selenium job.
+ * Expects:
+ *  - req.body.data: stringified JSON like your existing /eligibility-check
+ *  - req.body.socketId: socket.io client id
+ */
+router.post(
+  "/ddma-eligibility",
+  async (req: Request, res: Response): Promise<any> => {
+    if (!req.body.data) {
+      return res
+        .status(400)
+        .json({ error: "Missing Insurance Eligibility data for selenium" });
+    }
+
+    if (!req.user || !req.user.id) {
+      return res.status(401).json({ error: "Unauthorized: user info missing" });
+    }
+
+    try {
+      const rawData =
+        typeof req.body.data === "string"
+          ? JSON.parse(req.body.data)
+          : req.body.data;
+
+      const credentials = await storage.getInsuranceCredentialByUserAndSiteKey(
+        req.user.id,
+        rawData.insuranceSiteKey
+      );
+      if (!credentials) {
+        return res.status(404).json({
+          error:
+            "No insurance credentials found for this provider, Kindly Update this at Settings Page.",
+        });
+      }
+
+      const enrichedData = {
+        ...rawData,
+        massddmaUsername: credentials.username,
+        massddmaPassword: credentials.password,
+      };
+
+      const socketId: string | undefined = req.body.socketId;
+
+      const agentResp =
+        await forwardToSeleniumDdmaEligibilityAgent(enrichedData);
+
+      if (
+        !agentResp ||
+        agentResp.status !== "started" ||
+        !agentResp.session_id
+      ) {
+        return res.status(502).json({
+          error: "Selenium agent did not return a started session",
+          detail: agentResp,
+        });
+      }
+
+      const sessionId = agentResp.session_id as string;
+
+      // Save job context
+      ddmaJobs[sessionId] = {
+        userId: req.user.id,
+        insuranceEligibilityData: enrichedData,
+        socketId,
+      };
+
+      // start polling in background to notify client via socket and process job
+      pollAgentSessionAndProcess(sessionId, socketId).catch((e) =>
+        console.warn("pollAgentSessionAndProcess failed", e)
+      );
+
+      // reply immediately with started status
+      return res.json({ status: "started", session_id: sessionId });
+    } catch (err: any) {
+      console.error(err);
+      return res.status(500).json({
+        error: err.message || "Failed to start ddma selenium agent",
+      });
+    }
+  }
+);
+
+/**
+ * POST /selenium/submit-otp
+ * Body: { session_id, otp, socketId? }
+ * Forwards OTP to Python agent and optionally notifies client socket.
+ */
+router.post(
+  "/selenium/submit-otp",
+  async (req: Request, res: Response): Promise<any> => {
+    const { session_id: sessionId, otp, socketId } = req.body;
+    if (!sessionId || !otp) {
+      return res.status(400).json({ error: "session_id and otp are required" });
+    }
+
+    try {
+      const r = await forwardOtpToSeleniumDdmaAgent(sessionId, otp);
+
+      // emit OTP accepted (if socket present)
+      emitSafe(socketId, "selenium:otp_submitted", {
+        session_id: sessionId,
+        result: r,
+      });
+
+      return res.json(r);
+    } catch (err: any) {
+      console.error(
+        "Failed to forward OTP:",
+        err?.response?.data || err?.message || err
+      );
+      return res.status(500).json({
+        error: "Failed to forward otp to selenium agent",
+        detail: err?.message || err,
+      });
+    }
+  }
+);
+
+// GET /selenium/session/:sid/final
+router.get(
+  "/selenium/session/:sid/final",
+  async (req: Request, res: Response) => {
+    const sid = req.params.sid;
+    if (!sid) return res.status(400).json({ error: "session id required" });
+
+    // Only the current in-memory result is available
+    if (currentFinalSessionId !== sid || !currentFinalResult) {
+      return res.status(404).json({ error: "final result not found" });
+    }
+
+    return res.json(currentFinalResult);
+  }
+);
+
+export default router;

apps/Backend/src/routes/notifications.ts

@@ -0,0 +1,69 @@
+import { Router, Request, Response } from "express";
+import { storage } from "../storage";
+
+const router = Router();
+
+router.get("/", async (req: Request, res: Response): Promise<any> => {
+  try {
+    const userId = (req as any).user?.id;
+    if (!userId) return res.status(401).json({ message: "Unauthorized" });
+
+    const notifications = await storage.getNotifications(userId, 20, 0);
+    res.json(notifications);
+  } catch (err) {
+    console.error("Failed to fetch notifications:", err);
+    res.status(500).json({ message: "Failed to fetch notifications" });
+  }
+});
+
+// Mark one notification as read
+router.post("/:id/read", async (req: Request, res: Response): Promise<any> => {
+  try {
+    const userId = (req as any).user?.id;
+    if (!userId) return res.status(401).json({ message: "Unauthorized" });
+
+    const success = await storage.markNotificationRead(
+      userId,
+      Number(req.params.id)
+    );
+
+    if (!success)
+      return res.status(404).json({ message: "Notification not found" });
+    res.json({ success: true });
+  } catch (err) {
+    console.error("Failed to mark notification as read:", err);
+    res.status(500).json({ message: "Failed to mark notification as read" });
+  }
+});
+
+// Mark all notifications as read
+router.post("/read-all", async (req: Request, res: Response): Promise<any> => {
+  try {
+    const userId = (req as any).user?.id;
+    if (!userId) return res.status(401).json({ message: "Unauthorized" });
+
+    const count = await storage.markAllNotificationsRead(userId);
+    res.json({ success: true, updatedCount: count });
+  } catch (err) {
+    console.error("Failed to mark all notifications read:", err);
+    res.status(500).json({ message: "Failed to mark all notifications read" });
+  }
+});
+
+router.delete(
+  "/delete-all",
+  async (req: Request, res: Response): Promise<any> => {
+    try {
+      const userId = (req as any).user?.id;
+      if (!userId) return res.status(401).json({ message: "Unauthorized" });
+
+      const deletedCount = await storage.deleteAllNotifications(userId);
+      res.json({ success: true, deletedCount });
+    } catch (err) {
+      console.error("Failed to delete notifications:", err);
+      res.status(500).json({ message: "Failed to delete notifications" });
+    }
+  }
+);
+
+export default router;

apps/Backend/src/routes/npiProviders.ts

@@ -0,0 +1,99 @@
+import express, { Request, Response } from "express";
+import { z } from "zod";
+import { storage } from "../storage";
+import { insertNpiProviderSchema } from "@repo/db/types";
+
+const router = express.Router();
+
+router.get("/", async (req: Request, res: Response) => {
+  try {
+    if (!req.user?.id) {
+      return res.status(401).json({ message: "Unauthorized" });
+    }
+
+    const providers = await storage.getNpiProvidersByUser(req.user.id);
+    res.status(200).json(providers);
+  } catch (err) {
+    res.status(500).json({
+      error: "Failed to fetch NPI providers",
+      details: String(err),
+    });
+  }
+});
+
+router.post("/", async (req: Request, res: Response) => {
+  try {
+    if (!req.user?.id) {
+      return res.status(401).json({ message: "Unauthorized" });
+    }
+
+    const parsed = insertNpiProviderSchema.safeParse({
+      ...req.body,
+      userId: req.user.id,
+    });
+
+    if (!parsed.success) {
+      const flat = parsed.error.flatten();
+      const firstError =
+        Object.values(flat.fieldErrors)[0]?.[0] || "Invalid input";
+
+      return res.status(400).json({
+        message: firstError,
+        details: flat.fieldErrors,
+      });
+    }
+
+    const provider = await storage.createNpiProvider(parsed.data);
+    res.status(201).json(provider);
+  } catch (err: any) {
+    if (err.code === "P2002") {
+      return res.status(400).json({
+        message: "This NPI already exists for the user",
+      });
+    }
+    res.status(500).json({
+      error: "Failed to create NPI provider",
+      details: String(err),
+    });
+  }
+});
+
+router.put("/:id", async (req: Request, res: Response) => {
+  try {
+    const id = Number(req.params.id);
+    if (isNaN(id)) return res.status(400).send("Invalid ID");
+
+    const provider = await storage.updateNpiProvider(id, req.body);
+    res.status(200).json(provider);
+  } catch (err) {
+    res.status(500).json({
+      error: "Failed to update NPI provider",
+      details: String(err),
+    });
+  }
+});
+
+router.delete("/:id", async (req: Request, res: Response) => {
+  try {
+    if (!req.user?.id) {
+      return res.status(401).json({ message: "Unauthorized" });
+    }
+
+    const id = Number(req.params.id);
+    if (isNaN(id)) return res.status(400).send("Invalid ID");
+
+    const ok = await storage.deleteNpiProvider(req.user.id, id);
+    if (!ok) {
+      return res.status(404).json({ message: "NPI provider not found" });
+    }
+
+    res.status(204).send();
+  } catch (err) {
+    res.status(500).json({
+      error: "Failed to delete NPI provider",
+      details: String(err),
+    });
+  }
+});
+
+export default router;

apps/Backend/src/routes/patient-documents.ts

@@ -0,0 +1,258 @@
+import { Router } from "express";
+import { Request, Response } from "express";
+import { storage } from "../storage";
+import multer from "multer";
+import { z } from "zod";
+
+const router = Router();
+
+// Configure multer for file uploads
+const upload = multer({ 
+  storage: multer.memoryStorage(),
+  limits: {
+    fileSize: 10 * 1024 * 1024, // 10MB limit
+  },
+  fileFilter: (req, file, cb) => {
+    // Accept common document and image formats
+    const allowedTypes = [
+      'application/pdf',
+      'image/jpeg',
+      'image/jpg', 
+      'image/png',
+      'image/gif',
+      'application/msword',
+      'application/vnd.openxmlformats-officedocument.wordprocessingml.document',
+      'text/plain',
+    ];
+    
+    if (allowedTypes.includes(file.mimetype)) {
+      cb(null, true);
+    } else {
+      cb(new Error('Invalid file type. Only PDF, images, and documents are allowed.'));
+    }
+  }
+});
+
+// Validation schemas
+const uploadDocumentSchema = z.object({
+  patientId: z.string().transform((val) => parseInt(val, 10)),
+});
+
+const getDocumentsSchema = z.object({
+  patientId: z.string().transform((val) => parseInt(val, 10)),
+  limit: z.string().optional().transform((val) => val ? parseInt(val, 10) : undefined),
+  offset: z.string().optional().transform((val) => val ? parseInt(val, 10) : undefined),
+});
+
+const deleteDocumentSchema = z.object({
+  id: z.string().transform((val) => parseInt(val, 10)),
+});
+
+// POST /api/patient-documents/upload
+// Upload a document for a specific patient
+router.post("/upload", upload.single("file"), async (req: Request, res: Response): Promise<any> => {
+  try {
+    const { patientId } = uploadDocumentSchema.parse(req.body);
+    const file = req.file;
+    
+    if (!file) {
+      return res.status(400).json({ error: "No file uploaded" });
+    }
+
+    const document = await storage.createPatientDocument(
+      patientId,
+      file.originalname,
+      file.originalname,
+      file.mimetype,
+      file.size,
+      file.buffer
+    );
+
+    res.status(201).json({
+      success: true,
+      document: {
+        ...document,
+        fileSize: Number(document.fileSize), // Convert BigInt to Number for JSON serialization
+      }
+    });
+  } catch (error) {
+    console.error("Error uploading document:", error);
+    
+    if (error instanceof z.ZodError) {
+      return res.status(400).json({ error: "Invalid request data", details: error.errors });
+    }
+    
+    if (error instanceof Error && error.message.includes('Invalid file type')) {
+      return res.status(400).json({ error: error.message });
+    }
+    
+    res.status(500).json({ error: "Internal server error" });
+  }
+});
+
+// GET /api/patient-documents/patient/:patientId
+// Get all documents for a specific patient
+router.get("/patient/:patientId", async (req: Request, res: Response): Promise<any> => {
+  try {
+    const { patientId, limit, offset } = getDocumentsSchema.parse({
+      patientId: req.params.patientId,
+      limit: req.query.limit,
+      offset: req.query.offset,
+    });
+
+    if (limit !== undefined && offset !== undefined) {
+      // Paginated response
+      const result = await storage.getDocumentsByPatientIdPaginated(patientId, limit, offset);
+      res.json({
+        success: true,
+        documents: result.documents.map(doc => ({
+          ...doc,
+          fileSize: Number(doc.fileSize), // Convert BigInt to Number
+        })),
+        total: result.total,
+      });
+    } else {
+      // Non-paginated response
+      const documents = await storage.getDocumentsByPatientId(patientId);
+      res.json({
+        success: true,
+        documents: documents.map(doc => ({
+          ...doc,
+          fileSize: Number(doc.fileSize), // Convert BigInt to Number
+        })),
+      });
+    }
+  } catch (error) {
+    console.error("Error fetching documents:", error);
+    
+    if (error instanceof z.ZodError) {
+      return res.status(400).json({ error: "Invalid patient ID", details: error.errors });
+    }
+    
+    res.status(500).json({ error: "Internal server error" });
+  }
+});
+
+// GET /api/patient-documents/:id/download
+// Download a specific document
+router.get("/:id/download", async (req: Request, res: Response): Promise<any> => {
+  try {
+    const { id } = deleteDocumentSchema.parse({ id: req.params.id });
+    
+    const result = await storage.getDocumentFile(id);
+    
+    if (!result) {
+      return res.status(404).json({ error: "Document not found" });
+    }
+    
+    const { buffer, document } = result;
+    
+    // Set appropriate headers
+    res.setHeader("Content-Type", document.mimeType);
+    res.setHeader("Content-Length", document.fileSize.toString());
+    res.setHeader(
+      "Content-Disposition",
+      `attachment; filename="${encodeURIComponent(document.originalName)}"`
+    );
+    
+    res.send(buffer);
+  } catch (error) {
+    console.error("Error downloading document:", error);
+    
+    if (error instanceof z.ZodError) {
+      return res.status(400).json({ error: "Invalid document ID", details: error.errors });
+    }
+    
+    res.status(500).json({ error: "Internal server error" });
+  }
+});
+
+// GET /api/patient-documents/:id/view
+// View a specific document (inline display)
+router.get("/:id/view", async (req: Request, res: Response): Promise<any> => {
+  try {
+    const { id } = deleteDocumentSchema.parse({ id: req.params.id });
+    
+    const result = await storage.getDocumentFile(id);
+    
+    if (!result) {
+      return res.status(404).json({ error: "Document not found" });
+    }
+    
+    const { buffer, document } = result;
+    
+    // Set appropriate headers for inline viewing
+    res.setHeader("Content-Type", document.mimeType);
+    res.setHeader("Content-Length", document.fileSize.toString());
+    res.setHeader(
+      "Content-Disposition",
+      `inline; filename="${encodeURIComponent(document.originalName)}"`
+    );
+    
+    res.send(buffer);
+  } catch (error) {
+    console.error("Error viewing document:", error);
+    
+    if (error instanceof z.ZodError) {
+      return res.status(400).json({ error: "Invalid document ID", details: error.errors });
+    }
+    
+    res.status(500).json({ error: "Internal server error" });
+  }
+});
+
+// DELETE /api/patient-documents/:id
+// Delete a specific document
+router.delete("/:id", async (req: Request, res: Response): Promise<any> => {
+  try {
+    const { id } = deleteDocumentSchema.parse({ id: req.params.id });
+    
+    const success = await storage.deleteDocument(id);
+    
+    if (!success) {
+      return res.status(404).json({ error: "Document not found" });
+    }
+    
+    res.json({ success: true, message: "Document deleted successfully" });
+  } catch (error) {
+    console.error("Error deleting document:", error);
+    
+    if (error instanceof z.ZodError) {
+      return res.status(400).json({ error: "Invalid document ID", details: error.errors });
+    }
+    
+    res.status(500).json({ error: "Internal server error" });
+  }
+});
+
+// POST /api/patient-documents/scan
+// Simulate document scanning (placeholder for actual scanner integration)
+router.post("/scan", async (req: Request, res: Response): Promise<any> => {
+  try {
+    const { patientId } = uploadDocumentSchema.parse(req.body);
+    
+    // This is a placeholder for actual scanner integration
+    // In a real implementation, you would:
+    // 1. Interface with scanner hardware/software
+    // 2. Capture the scanned image
+    // 3. Process and save the image
+    // 4. Return the document info
+    
+    res.json({
+      success: true,
+      message: "Scanner interface ready. Please integrate with your scanner hardware/software.",
+      patientId,
+      note: "This endpoint requires integration with scanner hardware/software SDK."
+    });
+  } catch (error) {
+    console.error("Error scanning document:", error);
+    
+    if (error instanceof z.ZodError) {
+      return res.status(400).json({ error: "Invalid request data", details: error.errors });
+    }
+    
+    res.status(500).json({ error: "Internal server error" });
+  }
+});
+
+export default router;

apps/Backend/src/routes/patientDataExtraction.ts

@@ -0,0 +1,23 @@
+import { Router } from "express";
+import type { Request, Response } from "express";
+const router = Router();
+import  multer from "multer";
+import forwardToPatientDataExtractorService from "../services/patientDataExtractorService";
+
+const upload = multer({ storage: multer.memoryStorage() });
+
+router.post("/patientdataextract", upload.single("pdf"), async (req: Request, res: Response): Promise<any>=> {
+  if (!req.file) {
+    return res.status(400).json({ error: "No PDF file uploaded." });
+  }
+
+  try {
+    const result = await forwardToPatientDataExtractorService(req.file);
+    res.json(result);
+  } catch (err) {
+    console.error(err);
+    res.status(500).json({ error: "Extraction failed" });
+  }
+});
+
+export default router;

apps/Backend/src/routes/patients.ts

@@ -0,0 +1,376 @@
+import { Router } from "express";
+import type { Request, Response } from "express";
+import { storage } from "../storage";
+import { z } from "zod";
+import { insertPatientSchema, updatePatientSchema } from "@repo/db/types";
+import { normalizeInsuranceId } from "../utils/helpers";
+
+const router = Router();
+
+// Patient Routes
+// Get all patients for the logged-in user
+router.get("/", async (req, res) => {
+  try {
+    const patients = await storage.getPatientsByUserId(req.user!.id);
+    res.json(patients);
+  } catch (error) {
+    res.status(500).json({ message: "Failed to retrieve patients" });
+  }
+});
+
+// Get recent patients (paginated)
+router.get("/recent", async (req: Request, res: Response) => {
+  try {
+    const limit = parseInt(req.query.limit as string) || 10;
+    const offset = parseInt(req.query.offset as string) || 0;
+
+    const [patients, totalCount] = await Promise.all([
+      storage.getRecentPatients(limit, offset),
+      storage.getTotalPatientCount(),
+    ]);
+
+    res.json({ patients, totalCount });
+  } catch (error) {
+    console.error("Failed to retrieve recent patients:", error);
+    res.status(500).json({ message: "Failed to retrieve recent patients" });
+  }
+});
+
+router.get("/search", async (req: Request, res: Response): Promise<any> => {
+  try {
+    const {
+      name,
+      phone,
+      insuranceId,
+      gender,
+      dob,
+      term,
+      limit = "10",
+      offset = "0",
+    } = req.query as Record<string, string>;
+
+    const filters: any = {};
+
+    if (term) {
+      filters.OR = [
+        { firstName: { contains: term, mode: "insensitive" } },
+        { lastName: { contains: term, mode: "insensitive" } },
+        { phone: { contains: term, mode: "insensitive" } },
+        { insuranceId: { contains: term, mode: "insensitive" } },
+      ];
+    }
+
+    if (name) {
+      filters.OR = [
+        { firstName: { contains: name, mode: "insensitive" } },
+        { lastName: { contains: name, mode: "insensitive" } },
+      ];
+    }
+
+    if (phone) {
+      filters.phone = { contains: phone, mode: "insensitive" };
+    }
+
+    if (insuranceId) {
+      filters.insuranceId = { contains: insuranceId, mode: "insensitive" };
+    }
+
+    if (gender) {
+      filters.gender = gender;
+    }
+
+    if (dob) {
+      const parsed = new Date(dob);
+      if (isNaN(parsed.getTime())) {
+        return res.status(400).json({
+          message: "Invalid date format for DOB. Use format: YYYY-MM-DD",
+        });
+      }
+      // Match exact dateOfBirth (optional: adjust for timezone)
+      filters.dateOfBirth = parsed;
+    }
+
+    const [patients, totalCount] = await Promise.all([
+      storage.searchPatients({
+        filters,
+        limit: parseInt(limit),
+        offset: parseInt(offset),
+      }),
+      storage.countPatients(filters),
+    ]);
+
+    return res.json({ patients, totalCount });
+  } catch (error) {
+    console.error("Search error:", error);
+    return res.status(500).json({ message: "Failed to search patients" });
+  }
+});
+
+// get patient by insurance id
+router.get(
+  "/by-insurance-id",
+  async (req: Request, res: Response): Promise<any> => {
+    const insuranceId = req.query.insuranceId?.toString();
+
+    if (!insuranceId) {
+      return res.status(400).json({ error: "Missing insuranceId" });
+    }
+
+    try {
+      const patient = await storage.getPatientByInsuranceId(insuranceId);
+
+      if (patient) {
+        return res.status(200).json(patient);
+      } else {
+        return res.status(200).json(null);
+      }
+    } catch (err) {
+      console.error("Failed to lookup patient:", err);
+      return res.status(500).json({ error: "Internal server error" });
+    }
+  }
+);
+
+// GET /api/patients/:id/financials?limit=50&offset=0
+router.get(
+  "/:id/financials",
+  async (req: Request, res: Response): Promise<any> => {
+    try {
+      const patientIdParam = req.params.id;
+      if (!patientIdParam)
+        return res.status(400).json({ message: "Patient ID required" });
+
+      const patientId = parseInt(patientIdParam, 10);
+      if (isNaN(patientId))
+        return res.status(400).json({ message: "Invalid patient ID" });
+
+      const limit = Math.min(1000, Number(req.query.limit ?? 50)); // cap maximums
+      const offset = Math.max(0, Number(req.query.offset ?? 0));
+
+      const { rows, totalCount } = await storage.getPatientFinancialRows(
+        patientId,
+        limit,
+        offset
+      );
+
+      return res.json({ rows, totalCount, limit, offset });
+    } catch (err) {
+      console.error("Failed to fetch financial rows:", err);
+      return res
+        .status(500)
+        .json({ message: "Failed to fetch financial rows" });
+    }
+  }
+);
+
+// Get a single patient by ID
+router.get(
+  "/:id",
+
+  async (req: Request, res: Response): Promise<any> => {
+    try {
+      const patientIdParam = req.params.id;
+
+      // Ensure that patientIdParam exists and is a valid number
+      if (!patientIdParam) {
+        return res.status(400).json({ message: "Patient ID is required" });
+      }
+
+      const patientId = parseInt(patientIdParam);
+
+      const patient = await storage.getPatient(patientId);
+
+      if (!patient) {
+        return res.status(404).json({ message: "Patient not found" });
+      }
+      res.json(patient);
+    } catch (error) {
+      res.status(500).json({ message: "Failed to retrieve patient" });
+    }
+  }
+);
+
+// Create a new patient
+router.post("/", async (req: Request, res: Response): Promise<any> => {
+  try {
+    const body: any = { ...req.body, userId: req.user!.id };
+
+    // Normalize insuranceId early and return clear error if invalid
+    try {
+      const normalized = normalizeInsuranceId(body.insuranceId);
+      body.insuranceId = normalized;
+    } catch (err: any) {
+      return res.status(400).json({
+        message: "Invalid insuranceId",
+        details: err?.message ?? "Invalid insuranceId format",
+      });
+    }
+    // Validate request body
+    const patientData = insertPatientSchema.parse({
+      ...req.body,
+      userId: req.user!.id,
+    });
+
+    // Check for duplicate insuranceId if it's provided
+    if (patientData.insuranceId) {
+      const existingPatient = await storage.getPatientByInsuranceId(
+        patientData.insuranceId as string
+      );
+
+      if (existingPatient) {
+        return res.status(409).json({
+          message: "A patient with this insurance ID already exists.",
+        });
+      }
+    }
+
+    const patient = await storage.createPatient(patientData);
+
+    res.status(201).json(patient);
+  } catch (error) {
+    if (error instanceof z.ZodError) {
+      return res.status(400).json({
+        message: "Validation error",
+        errors: error.format(),
+      });
+    }
+    res.status(500).json({ message: "Failed to create patient" });
+  }
+});
+
+// Update an existing patient
+router.put(
+  "/:id",
+
+  async (req: Request, res: Response): Promise<any> => {
+    try {
+      const patientIdParam = req.params.id;
+
+      // Normalize incoming insuranceId (if present)
+      try {
+        if (req.body.insuranceId !== undefined) {
+          req.body.insuranceId = normalizeInsuranceId(req.body.insuranceId);
+        }
+      } catch (err: any) {
+        return res.status(400).json({
+          message: "Invalid insuranceId",
+          details: err?.message ?? "Invalid insuranceId format",
+        });
+      }
+
+      // Ensure that patientIdParam exists and is a valid number
+      if (!patientIdParam) {
+        return res.status(400).json({ message: "Patient ID is required" });
+      }
+
+      const patientId = parseInt(patientIdParam);
+
+      // Check if patient exists and belongs to user
+      const existingPatient = await storage.getPatient(patientId);
+      if (!existingPatient) {
+        return res.status(404).json({ message: "Patient not found" });
+      }
+
+      // Validate request body
+      const patientData = updatePatientSchema.parse(req.body);
+
+      // If updating insuranceId, check for uniqueness (excluding self)
+      if (
+        patientData.insuranceId &&
+        patientData.insuranceId !== existingPatient.insuranceId
+      ) {
+        const duplicatePatient = await storage.getPatientByInsuranceId(
+          patientData.insuranceId as string
+        );
+        if (duplicatePatient && duplicatePatient.id !== patientId) {
+          return res.status(409).json({
+            message: "Another patient with this insurance ID already exists.",
+          });
+        }
+      }
+
+      // Update patient
+      const updatedPatient = await storage.updatePatient(
+        patientId,
+        patientData
+      );
+      res.json(updatedPatient);
+    } catch (error) {
+      if (error instanceof z.ZodError) {
+        return res.status(400).json({
+          message: "Validation error",
+          errors: error.format(),
+        });
+      }
+      res.status(500).json({ message: "Failed to update patient" });
+    }
+  }
+);
+
+// Delete a patient
+router.delete(
+  "/:id",
+
+  async (req: Request, res: Response): Promise<any> => {
+    try {
+      const patientIdParam = req.params.id;
+
+      // Ensure that patientIdParam exists and is a valid number
+      if (!patientIdParam) {
+        return res.status(400).json({ message: "Patient ID is required" });
+      }
+
+      const patientId = parseInt(patientIdParam);
+
+      // Check if patient exists and belongs to user
+      const existingPatient = await storage.getPatient(patientId);
+      if (!existingPatient) {
+        return res.status(404).json({ message: "Patient not found" });
+      }
+
+      if (existingPatient.userId !== req.user!.id) {
+        return res.status(403).json({
+          message:
+            "Forbidden: Patient belongs to a different user, you can't delete this.",
+        });
+      }
+
+      // Delete patient
+      await storage.deletePatient(patientId);
+      res.status(204).send();
+    } catch (error: any) {
+      console.error("Delete patient error:", error);
+      res.status(500).json({ message: "Failed to delete patient" });
+    }
+  }
+);
+// Get appointments for a specific patient
+router.get(
+  "/:patientId/appointments",
+
+  async (req: Request, res: Response): Promise<any> => {
+    try {
+      const patientIdParam = req.params.id;
+
+      // Ensure that patientIdParam exists and is a valid number
+      if (!patientIdParam) {
+        return res.status(400).json({ message: "Patient ID is required" });
+      }
+
+      const patientId = parseInt(patientIdParam);
+
+      // Check if patient exists and belongs to user
+      const patient = await storage.getPatient(patientId);
+      if (!patient) {
+        return res.status(404).json({ message: "Patient not found" });
+      }
+
+      const appointments = await storage.getAppointmentsByPatientId(patientId);
+      res.json(appointments);
+    } catch (error) {
+      res.status(500).json({ message: "Failed to retrieve appointments" });
+    }
+  }
+);
+
+export default router;

apps/Backend/src/routes/paymentOcrExtraction.ts

@@ -0,0 +1,50 @@
+import { Router, Request, Response } from "express";
+import multer from "multer";
+import { forwardToPaymentOCRService } from "../services/paymentOCRService"; 
+
+const router = Router();
+
+// keep files in memory; FastAPI accepts them as multipart bytes
+const upload = multer({ storage: multer.memoryStorage() });
+
+// POST /payment-ocr/extract  (field name: "files")
+router.post(
+  "/extract",
+  upload.array("files"), // allow multiple images
+  async (req: Request, res: Response): Promise<any> => {
+    try {
+      const files = req.files as Express.Multer.File[] | undefined;
+
+      if (!files || files.length === 0) {
+        return res
+          .status(400)
+          .json({ error: "No image files uploaded. Use field name 'files'." });
+      }
+
+      // (optional) basic client-side MIME guard
+      const allowed = new Set([
+        "image/jpeg",
+        "image/png",
+        "image/tiff",
+        "image/bmp",
+        "image/jpg",
+      ]);
+      const bad = files.filter((f) => !allowed.has(f.mimetype.toLowerCase()));
+      if (bad.length) {
+        return res.status(415).json({
+          error: `Unsupported file types: ${bad
+            .map((b) => b.originalname)
+            .join(", ")}`,
+        });
+      }
+
+      const rows = await forwardToPaymentOCRService(files);
+      return res.json({ rows });
+    } catch (err) {
+      console.error(err);
+      return res.status(500).json({ error: "Payment OCR extraction failed" });
+    }
+  }
+);
+
+export default router;

apps/Backend/src/routes/payments-reports.ts

@@ -0,0 +1,213 @@
+import { Router } from "express";
+import type { Request, Response } from "express";
+import { storage } from "../storage";
+const router = Router();
+
+/**
+ * GET /api/payments-reports/summary
+ * optional query: from=YYYY-MM-DD&to=YYYY-MM-DD (ISO date strings)
+ */
+router.get("/summary", async (req: Request, res: Response): Promise<any> => {
+  try {
+    const from = req.query.from ? new Date(String(req.query.from)) : undefined;
+    const to = req.query.to ? new Date(String(req.query.to)) : undefined;
+
+    if (req.query.from && isNaN(from?.getTime() ?? NaN))
+      return res.status(400).json({ message: "Invalid 'from' date" });
+    if (req.query.to && isNaN(to?.getTime() ?? NaN))
+      return res.status(400).json({ message: "Invalid 'to' date" });
+
+    const summary = await storage.getSummary(from, to);
+    res.json(summary);
+  } catch (err: any) {
+    console.error(
+      "GET /api/payments-reports/summary error:",
+      err?.message ?? err,
+      err?.stack
+    );
+    res.status(500).json({ message: "Failed to fetch dashboard summary" });
+  }
+});
+
+/**
+ * GET /api/payments-reports/patient-balances
+ * query:
+ *  - limit (default 25)
+ *  - cursor (optional base64 cursor token)
+ *  - from / to (optional ISO date strings) - filter payments by createdAt in the range (inclusive)
+ */
+router.get(
+  "/patients-with-balances",
+  async (req: Request, res: Response): Promise<any> => {
+    try {
+      const limit = Math.max(
+        1,
+        Math.min(200, parseInt(String(req.query.limit || "25"), 10))
+      );
+
+      const cursor =
+        typeof req.query.cursor === "string" ? String(req.query.cursor) : null;
+
+      const from = req.query.from
+        ? new Date(String(req.query.from))
+        : undefined;
+      const to = req.query.to ? new Date(String(req.query.to)) : undefined;
+
+      if (req.query.from && isNaN(from?.getTime() ?? NaN)) {
+        return res.status(400).json({ message: "Invalid 'from' date" });
+      }
+      if (req.query.to && isNaN(to?.getTime() ?? NaN)) {
+        return res.status(400).json({ message: "Invalid 'to' date" });
+      }
+
+      const data = await storage.getPatientsWithBalances(
+        limit,
+        cursor,
+        from,
+        to
+      );
+      // returns { balances, totalCount, nextCursor, hasMore }
+      res.json(data);
+    } catch (err: any) {
+      console.error(
+        "GET /api/payments-reports/patient-balances error:",
+        err?.message ?? err,
+        err?.stack
+      );
+      res.status(500).json({ message: "Failed to fetch patient balances" });
+    }
+  }
+);
+
+/**
+ * GET /api/payments-reports/by-doctor/balances
+ * Query params:
+ *  - staffId (required)
+ *  - limit (optional, default 25)
+ *  - cursor (optional)
+ *  - from/to (optional ISO date strings) - filter payments by createdAt in the range (inclusive)
+ *
+ * Response: { balances, totalCount, nextCursor, hasMore }
+ */
+router.get(
+  "/by-doctor/balances",
+  async (req: Request, res: Response): Promise<any> => {
+    try {
+      const staffIdRaw = req.query.staffId;
+      if (!staffIdRaw) {
+        return res
+          .status(400)
+          .json({ message: "Missing required 'staffId' query parameter" });
+      }
+      const staffId = Number(staffIdRaw);
+      if (!Number.isFinite(staffId) || staffId <= 0) {
+        return res
+          .status(400)
+          .json({ message: "Invalid 'staffId' query parameter" });
+      }
+
+      const limit = Math.max(
+        1,
+        Math.min(200, parseInt(String(req.query.limit || "25"), 10))
+      );
+
+      const cursor =
+        typeof req.query.cursor === "string" ? String(req.query.cursor) : null;
+
+      const from = req.query.from
+        ? new Date(String(req.query.from))
+        : undefined;
+      const to = req.query.to ? new Date(String(req.query.to)) : undefined;
+
+      if (req.query.from && isNaN(from?.getTime() ?? NaN)) {
+        return res.status(400).json({ message: "Invalid 'from' date" });
+      }
+      if (req.query.to && isNaN(to?.getTime() ?? NaN)) {
+        return res.status(400).json({ message: "Invalid 'to' date" });
+      }
+
+      // use the new storage method that returns only the paged balances
+      const balancesResult = await storage.getPatientsBalancesByDoctor(
+        staffId,
+        limit,
+        cursor,
+        from,
+        to
+      );
+
+      res.json({
+        balances: balancesResult?.balances ?? [],
+        totalCount: Number(balancesResult?.totalCount ?? 0),
+        nextCursor: balancesResult?.nextCursor ?? null,
+        hasMore: Boolean(balancesResult?.hasMore ?? false),
+      });
+    } catch (err: any) {
+      console.error(
+        "GET /api/payments-reports/by-doctor/balances error:",
+        err?.message ?? err,
+        err?.stack
+      );
+      res.status(500).json({
+        message: "Failed to fetch doctor balances",
+        detail: err?.message ?? String(err),
+      });
+    }
+  }
+);
+
+/**
+ * GET /api/payments-reports/by-doctor/summary
+ * Query params:
+ *  - staffId (required)
+ *  - from/to (optional ISO date strings) - filter payments by createdAt in the range (inclusive)
+ *
+ * Response: { totalPatients, totalOutstanding, totalCollected, patientsWithBalance }
+ */
+router.get(
+  "/by-doctor/summary",
+  async (req: Request, res: Response): Promise<any> => {
+    try {
+      const staffIdRaw = req.query.staffId;
+      if (!staffIdRaw) {
+        return res
+          .status(400)
+          .json({ message: "Missing required 'staffId' query parameter" });
+      }
+      const staffId = Number(staffIdRaw);
+      if (!Number.isFinite(staffId) || staffId <= 0) {
+        return res
+          .status(400)
+          .json({ message: "Invalid 'staffId' query parameter" });
+      }
+
+      const from = req.query.from
+        ? new Date(String(req.query.from))
+        : undefined;
+      const to = req.query.to ? new Date(String(req.query.to)) : undefined;
+
+      if (req.query.from && isNaN(from?.getTime() ?? NaN)) {
+        return res.status(400).json({ message: "Invalid 'from' date" });
+      }
+      if (req.query.to && isNaN(to?.getTime() ?? NaN)) {
+        return res.status(400).json({ message: "Invalid 'to' date" });
+      }
+
+      // use the new storage method that returns only the summary for the staff
+      const summary = await storage.getSummaryByDoctor(staffId, from, to);
+
+      res.json(summary);
+    } catch (err: any) {
+      console.error(
+        "GET /api/payments-reports/by-doctor/summary error:",
+        err?.message ?? err,
+        err?.stack
+      );
+      res.status(500).json({
+        message: "Failed to fetch doctor summary",
+        detail: err?.message ?? String(err),
+      });
+    }
+  }
+);
+
+export default router;

apps/Backend/src/routes/payments.ts

@@ -0,0 +1,459 @@
+import { Router } from "express";
+import { Request, Response } from "express";
+import { storage } from "../storage";
+import { z } from "zod";
+import { ZodError } from "zod";
+import {
+  insertPaymentSchema,
+  NewTransactionPayload,
+  newTransactionPayloadSchema,
+  paymentMethodOptions,
+  PaymentStatus,
+  paymentStatusOptions,
+  claimStatusOptions,
+} from "@repo/db/types";
+import { prisma } from "@repo/db/client";
+import { PaymentStatusSchema } from "@repo/db/types";
+import * as paymentService from "../services/paymentService";
+
+const paymentFilterSchema = z.object({
+  from: z.string().datetime(),
+  to: z.string().datetime(),
+});
+
+function parseIntOrError(input: string | undefined, name: string) {
+  if (!input) throw new Error(`${name} is required`);
+  const value = parseInt(input, 10);
+  if (isNaN(value)) throw new Error(`${name} must be a valid number`);
+  return value;
+}
+
+export function handleRouteError(
+  res: Response,
+  error: unknown,
+  defaultMsg: string
+) {
+  if (error instanceof ZodError) {
+    return res.status(400).json({
+      message: "Validation error",
+      errors: error.format(),
+    });
+  }
+
+  const msg = error instanceof Error ? error.message : defaultMsg;
+  return res.status(500).json({ message: msg });
+}
+
+const router = Router();
+
+// GET /api/payments/recent
+router.get("/recent", async (req: Request, res: Response): Promise<any> => {
+  try {
+    const limit = parseInt(req.query.limit as string) || 10;
+    const offset = parseInt(req.query.offset as string) || 0;
+
+    const [payments, totalCount] = await Promise.all([
+      storage.getRecentPayments(limit, offset),
+      storage.getTotalPaymentCount(),
+    ]);
+
+    res.status(200).json({ payments, totalCount });
+  } catch (err) {
+    console.error("Failed to fetch payments:", err);
+    res.status(500).json({ message: "Failed to fetch recent payments" });
+  }
+});
+
+// GET /api/payments/claim/:claimId
+router.get(
+  "/claim/:claimId",
+  async (req: Request, res: Response): Promise<any> => {
+    try {
+      const parsedClaimId = parseIntOrError(req.params.claimId, "Claim ID");
+
+      const payments = await storage.getPaymentsByClaimId(parsedClaimId);
+      if (!payments)
+        return res.status(404).json({ message: "No payments found for claim" });
+
+      res.status(200).json(payments);
+    } catch (error) {
+      console.error("Error fetching payments:", error);
+      res.status(500).json({ message: "Failed to retrieve payments" });
+    }
+  }
+);
+
+// GET /api/payments/patient/:patientId
+router.get(
+  "/patient/:patientId",
+  async (req: Request, res: Response): Promise<any> => {
+    try {
+      const patientIdParam = req.params.patientId;
+      if (!patientIdParam) {
+        return res.status(400).json({ message: "Missing patientId" });
+      }
+      const patientId = parseInt(patientIdParam);
+      if (isNaN(patientId)) {
+        return res.status(400).json({ message: "Invalid patientId" });
+      }
+      const limit = parseInt(req.query.limit as string) || 10;
+      const offset = parseInt(req.query.offset as string) || 0;
+
+      if (isNaN(patientId)) {
+        return res.status(400).json({ message: "Invalid patient ID" });
+      }
+
+      const [payments, totalCount] = await Promise.all([
+        storage.getRecentPaymentsByPatientId(patientId, limit, offset),
+        storage.getTotalPaymentCountByPatient(patientId),
+      ]);
+
+      res.json({ payments, totalCount });
+    } catch (error) {
+      console.error("Failed to retrieve payments for patient:", error);
+      res.status(500).json({ message: "Failed to retrieve patient payments" });
+    }
+  }
+);
+
+// GET /api/payments/filter
+router.get("/filter", async (req: Request, res: Response): Promise<any> => {
+  try {
+    const validated = paymentFilterSchema.safeParse(req.query);
+    if (!validated.success) {
+      return res.status(400).json({
+        message: "Invalid date format",
+        errors: validated.error.errors,
+      });
+    }
+
+    const { from, to } = validated.data;
+    const payments = await storage.getPaymentsByDateRange(
+      new Date(from),
+      new Date(to)
+    );
+    res.status(200).json(payments);
+  } catch (err) {
+    console.error("Failed to filter payments:", err);
+    res.status(500).json({ message: "Server error" });
+  }
+});
+
+// GET /api/payments/:id
+router.get("/:id", async (req: Request, res: Response): Promise<any> => {
+  try {
+    const id = parseIntOrError(req.params.id, "Payment ID");
+
+    const payment = await storage.getPaymentById(id);
+    if (!payment) return res.status(404).json({ message: "Payment not found" });
+
+    res.status(200).json(payment);
+  } catch (err: unknown) {
+    const message =
+      err instanceof Error ? err.message : "Failed to retrieve payment";
+    res.status(500).json({ message });
+  }
+});
+
+// POST /api/payments/full-ocr-import
+router.post(
+  "/full-ocr-import",
+  async (req: Request, res: Response): Promise<any> => {
+    try {
+      const userId = req.user?.id;
+      if (!userId) return res.status(401).json({ message: "Unauthorized" });
+
+      const { rows } = req.body;
+      if (!rows || !Array.isArray(rows)) {
+        return res.status(400).json({ message: "Invalid OCR payload" });
+      }
+
+      const paymentIds = await paymentService.fullOcrPaymentService.importRows(
+        rows,
+        userId
+      );
+
+      res.status(200).json({
+        message: "OCR rows imported successfully",
+        paymentIds,
+      });
+    } catch (err) {
+      console.error(err);
+
+      if (err instanceof Error) {
+        return res.status(500).json({ message: err.message });
+      }
+
+      return res
+        .status(500)
+        .json({ message: "Unknown error importing OCR payments" });
+    }
+  }
+);
+
+// POST /api/payments/:claimId
+router.post("/:claimId", async (req: Request, res: Response): Promise<any> => {
+  try {
+    const userId = req.user?.id;
+    if (!userId) return res.status(401).json({ message: "Unauthorized" });
+
+    const claimId = parseIntOrError(req.params.claimId, "Claim ID");
+
+    const validated = insertPaymentSchema.safeParse({
+      ...req.body,
+      claimId,
+      userId,
+    });
+
+    if (!validated.success) {
+      return res.status(400).json({
+        message: "Validation failed",
+        errors: validated.error.flatten(),
+      });
+    }
+
+    const payment = await storage.createPayment(validated.data);
+    res.status(201).json(payment);
+  } catch (err: unknown) {
+    const message =
+      err instanceof Error ? err.message : "Failed to create payment";
+    res.status(500).json({ message });
+  }
+});
+
+// PUT /api/payments/:id
+router.put("/:id", async (req: Request, res: Response): Promise<any> => {
+  try {
+    const userId = req.user?.id;
+    if (!userId) return res.status(401).json({ message: "Unauthorized" });
+
+    const paymentId = parseIntOrError(req.params.id, "Payment ID");
+
+    const validated = newTransactionPayloadSchema.safeParse(
+      req.body.data as NewTransactionPayload
+    );
+    if (!validated.success) {
+      return res.status(400).json({
+        message: "Validation failed",
+        errors: validated.error.flatten(),
+      });
+    }
+
+    const { serviceLineTransactions } = validated.data;
+
+    const updatedPayment = await paymentService.updatePayment(
+      paymentId,
+      serviceLineTransactions,
+      userId
+    );
+
+    res.status(200).json(updatedPayment);
+  } catch (err: unknown) {
+    const message =
+      err instanceof Error ? err.message : "Failed to update payment";
+    res.status(500).json({ message });
+  }
+});
+
+// PUT /api/payments/:id/pay-absolute-full-claim
+router.put(
+  "/:id/pay-absolute-full-claim",
+  async (req: Request, res: Response): Promise<any> => {
+    try {
+      const userId = req.user?.id;
+      if (!userId) return res.status(401).json({ message: "Unauthorized" });
+
+      const paymentId = parseIntOrError(req.params.id, "Payment ID");
+      const paymentRecord = await storage.getPaymentById(paymentId);
+      if (!paymentRecord) {
+        return res.status(404).json({ message: "Payment not found" });
+      }
+
+      // Collect service lines from either claim or direct payment(OCR based data)
+      const serviceLines = paymentRecord.claim
+        ? paymentRecord.claim.serviceLines
+        : paymentRecord.serviceLines;
+
+      if (!serviceLines || serviceLines.length === 0) {
+        return res
+          .status(400)
+          .json({ message: "No service lines available for this payment" });
+      }
+
+      const serviceLineTransactions = serviceLines
+        .filter((line) => line.totalDue.gt(0))
+        .map((line) => ({
+          serviceLineId: line.id,
+          paidAmount: line.totalDue.toNumber(),
+          adjustedAmount: 0,
+          method: paymentMethodOptions.CHECK,
+          receivedDate: new Date(),
+          notes: "Full claim payment",
+        }));
+
+      if (serviceLineTransactions.length === 0) {
+        return res.status(400).json({ message: "No outstanding balance" });
+      }
+
+      // Use updatePayment for consistency & validation
+      const updatedPayment = await paymentService.updatePayment(
+        paymentId,
+        serviceLineTransactions,
+        userId
+      );
+
+      res.status(200).json(updatedPayment);
+    } catch (err) {
+      console.error(err);
+      res.status(500).json({ message: "Failed to pay full claim" });
+    }
+  }
+);
+
+// PUT /api/payments/:id/revert-full-claim
+router.put(
+  "/:id/revert-full-claim",
+  async (req: Request, res: Response): Promise<any> => {
+    try {
+      const userId = req.user?.id;
+      if (!userId) return res.status(401).json({ message: "Unauthorized" });
+
+      const paymentId = parseIntOrError(req.params.id, "Payment ID");
+      const paymentRecord = await storage.getPaymentById(paymentId);
+      if (!paymentRecord) {
+        return res.status(404).json({ message: "Payment not found" });
+      }
+
+      const serviceLines = paymentRecord.claim
+        ? paymentRecord.claim.serviceLines
+        : paymentRecord.serviceLines;
+
+      if (!serviceLines || serviceLines.length === 0) {
+        return res
+          .status(400)
+          .json({ message: "No service lines available for this payment" });
+      }
+
+      // Build reversal transactions (negating what’s already paid/adjusted)
+      const serviceLineTransactions = serviceLines
+        .filter((line) => line.totalPaid.gt(0) || line.totalAdjusted.gt(0))
+        .map((line) => ({
+          serviceLineId: line.id,
+          paidAmount: line.totalPaid.negated().toNumber(), // negative to undo
+          adjustedAmount: line.totalAdjusted.negated().toNumber(),
+          method: paymentMethodOptions.OTHER,
+          receivedDate: new Date(),
+          notes: "Reverted full claim",
+        }));
+
+      if (serviceLineTransactions.length === 0) {
+        return res.status(400).json({ message: "Nothing to revert" });
+      }
+
+      const updatedPayment = await paymentService.updatePayment(
+        paymentId,
+        serviceLineTransactions,
+        userId,
+        { isReversal: true }
+      );
+
+      res.status(200).json(updatedPayment);
+    } catch (err) {
+      console.error(err);
+      res.status(500).json({ message: "Failed to revert claim payments" });
+    }
+  }
+);
+
+// PATCH /api/payments/:id/status
+router.patch(
+  "/:id/status",
+  async (req: Request, res: Response): Promise<any> => {
+    try {
+      const userId = req.user?.id;
+      if (!userId) {
+        return res.status(401).json({ message: "Unauthorized" });
+      }
+
+      const paymentId = parseIntOrError(req.params.id, "Payment ID");
+
+      // Parse & coerce to PaymentStatus enum
+      const rawStatus = PaymentStatusSchema.parse(req.body.data.status);
+      if (
+        !Object.values(paymentStatusOptions).includes(
+          rawStatus as PaymentStatus
+        )
+      ) {
+        return res.status(400).json({ message: "Invalid payment status" });
+      }
+      const status = rawStatus as PaymentStatus;
+
+      // Load existing payment
+      const existingPayment = await storage.getPayment(paymentId);
+      if (!existingPayment) {
+        return res.status(404).json({ message: "Payment not found" });
+      }
+
+      // If changing to VOID and linked to a claim -> update both atomically
+      if (status === paymentStatusOptions.VOID && existingPayment.claimId) {
+        const [updatedPayment, updatedClaim] = await prisma.$transaction([
+          prisma.payment.update({
+            where: { id: paymentId },
+            data: { status, updatedById: userId },
+          }),
+          prisma.claim.update({
+            where: { id: existingPayment.claimId },
+            data: { status: claimStatusOptions.VOID },
+          }),
+        ]);
+
+        return res.json(updatedPayment);
+      }
+
+      // Otherwise just update payment (use storage helper)
+      const updatedPayment = await storage.updatePaymentStatus(
+        paymentId,
+        { status } as any,
+        userId
+      );
+
+      return res.json(updatedPayment);
+    } catch (err: unknown) {
+      const message =
+        err instanceof Error ? err.message : "Failed to update payment status";
+      return res.status(500).json({ message });
+    }
+  }
+);
+
+// DELETE /api/payments/:id
+router.delete("/:id", async (req: Request, res: Response): Promise<any> => {
+  try {
+    const userId = req.user?.id;
+    if (!userId) return res.status(401).json({ message: "Unauthorized" });
+
+    const id = parseIntOrError(req.params.id, "Payment ID");
+
+    // Check if payment exists and belongs to this user
+    const existingPayment = await storage.getPayment(id);
+    if (!existingPayment) {
+      return res.status(404).json({ message: "Payment not found" });
+    }
+
+    if (existingPayment.userId !== req.user!.id) {
+      return res.status(403).json({
+        message:
+          "Forbidden: Payment belongs to a different user, you can't delete this.",
+      });
+    }
+    await storage.deletePayment(id, userId);
+
+    res.status(200).json({ message: "Payment deleted successfully" });
+  } catch (err: unknown) {
+    const message =
+      err instanceof Error ? err.message : "Failed to delete payment";
+    res.status(500).json({ message });
+  }
+});
+
+export default router;

apps/Backend/src/routes/staffs.ts

@@ -0,0 +1,113 @@
+import { Router } from "express";
+import type { Request, Response } from "express";
+import { storage } from "../storage";
+import { z } from "zod";
+import { StaffUncheckedCreateInputObjectSchema } from "@repo/db/usedSchemas";
+
+type Staff = z.infer<typeof StaffUncheckedCreateInputObjectSchema>;
+
+const staffCreateSchema = StaffUncheckedCreateInputObjectSchema;
+const staffUpdateSchema = (
+  StaffUncheckedCreateInputObjectSchema as unknown as z.ZodObject<any>
+).partial();
+
+const router = Router();
+
+router.post("/", async (req: Request, res: Response): Promise<any> => {
+  try {
+    const userId = req.user!.id; // from auth middleware
+
+    const validatedData = staffCreateSchema.parse({
+      ...req.body,
+      userId,
+    });
+    
+    const newStaff = await storage.createStaff(validatedData);
+    res.status(200).json(newStaff);
+  } catch (error) {
+    console.error("Failed to create staff:", error);
+    res.status(500).send("Failed to create staff");
+  }
+});
+
+router.get("/", async (req: Request, res: Response): Promise<any> => {
+  try {
+    const staff = await storage.getAllStaff();
+    if (!staff) return res.status(404).send("Staff not found");
+
+    res.status(201).json(staff);
+  } catch (error) {
+    console.error("Failed to fetch staff:", error);
+    res.status(500).send("Failed to fetch staff");
+  }
+});
+
+router.put("/:id", async (req: Request, res: Response): Promise<any> => {
+  try {
+    const parsedStaffId = Number(req.params.id);
+    if (isNaN(parsedStaffId)) {
+      return res.status(400).send("Invalid staff ID");
+    }
+
+    const validatedData = staffUpdateSchema.parse(req.body);
+    const updatedStaff = await storage.updateStaff(
+      parsedStaffId,
+      validatedData
+    );
+    if (!updatedStaff) return res.status(404).send("Staff not found");
+
+    res.json(updatedStaff);
+  } catch (error) {
+    console.error("Failed to update staff:", error);
+    res.status(500).send("Failed to update staff");
+  }
+});
+
+const parseIdOr400 = (raw: any, label: string) => {
+  const n = Number(raw);
+  if (!Number.isFinite(n)) throw new Error(`${label} is invalid`);
+  return n;
+};
+
+router.delete("/:id", async (req: Request, res: Response): Promise<any> => {
+  try {
+    const userId = req.user!.id;
+    const id = parseIdOr400(req.params.id, "Staff ID");
+    const parsedStaffId = Number(req.params.id);
+    if (isNaN(parsedStaffId)) {
+      return res.status(400).send("Invalid staff ID");
+    }
+
+    const existing = await storage.getStaff(id); // must include createdById
+    if (!existing) return res.status(404).json({ message: "Staff not found" });
+
+    if (existing.userId !== userId) {
+      return res.status(403).json({
+        message:
+          "Forbidden: Staff was created by a different user; you cannot delete it.",
+      });
+    }
+
+    const [apptCount, claimCount] = await Promise.all([
+      storage.countAppointmentsByStaffId(id),
+      storage.countClaimsByStaffId(id),
+    ]);
+
+    if (apptCount || claimCount) {
+      return res.status(409).json({
+        message: `Cannot delete staff with linked records. Appointment of this staff : ${apptCount} and Claims ${claimCount}`,
+        hint: "Archive this staff, or reassign linked records, then delete.",
+      });
+    }
+
+    const deleted = await storage.deleteStaff(parsedStaffId);
+    if (!deleted) return res.status(404).send("Staff not found");
+
+    res.status(200).send("Staff deleted successfully");
+  } catch (error) {
+    console.error("Failed to delete staff:", error);
+    res.status(500).send("Failed to delete staff");
+  }
+});
+
+export default router;

apps/Backend/src/routes/users.ts

@@ -0,0 +1,127 @@
+import { Router } from "express";
+import type { Request, Response } from "express";
+import { storage } from "../storage";
+import { z } from "zod";
+import { UserUncheckedCreateInputObjectSchema } from "@repo/db/usedSchemas";
+import jwt from 'jsonwebtoken';
+import bcrypt from 'bcrypt';  
+
+
+const router = Router();
+
+// Type based on shared schema
+type SelectUser = z.infer<typeof UserUncheckedCreateInputObjectSchema>;
+
+// Zod validation
+const userCreateSchema = UserUncheckedCreateInputObjectSchema;
+const userUpdateSchema = (UserUncheckedCreateInputObjectSchema as unknown as z.ZodObject<any>).partial();
+
+
+router.get("/", async (req: Request, res: Response): Promise<any> => {
+  try {
+    const userId = req.user?.id;
+    if (!userId) return res.status(401).send("Unauthorized UserId");
+
+    const user = await storage.getUser(userId);
+    if (!user) return res.status(404).send("User not found");
+
+
+    const { password, ...safeUser } = user;
+    res.json(safeUser);
+  } catch (error) {
+    console.error(error);
+    res.status(500).send("Failed to fetch user");
+  }
+});
+
+// GET: User by ID
+router.get("/:id", async (req: Request, res: Response): Promise<any> => {
+  try {
+    const idParam = req.params.id;
+    if (!idParam) return res.status(400).send("User ID is required");
+
+    const id = parseInt(idParam);
+    if (isNaN(id)) return res.status(400).send("Invalid user ID");
+
+    const user = await storage.getUser(id);
+    if (!user) return res.status(404).send("User not found");
+
+    const { password, ...safeUser } = user;
+    res.json(safeUser);
+  } catch (error) {
+    console.error(error);
+    res.status(500).send("Failed to fetch user");
+  }
+});
+
+// POST: Create new user
+router.post("/", async (req: Request, res: Response) => {
+  try {
+    const input = userCreateSchema.parse(req.body);
+    const newUser = await storage.createUser(input);
+    const { password, ...safeUser } = newUser;
+    res.status(201).json(safeUser);
+  } catch (err) {
+    console.error(err);
+    res.status(400).json({ error: "Invalid user data", details: err });
+  }
+});
+
+// Function to hash password using bcrypt
+async function hashPassword(password: string) {
+  const saltRounds = 10;  // Salt rounds for bcrypt
+  const hashedPassword = await bcrypt.hash(password, saltRounds);
+  return hashedPassword;
+}
+
+// PUT: Update user
+router.put("/:id", async (req: Request, res: Response):Promise<any> => {
+  try {
+    const idParam = req.params.id;
+    if (!idParam) return res.status(400).send("User ID is required");
+
+    const id = parseInt(idParam);
+    if (isNaN(id)) return res.status(400).send("Invalid user ID");
+
+
+    const updates = userUpdateSchema.parse(req.body);
+
+    // If password is provided and non-empty, hash it
+    if (updates.password && updates.password.trim() !== "") {
+      updates.password = await hashPassword(updates.password);
+    } else {
+      // Remove password field if empty, so it won't overwrite existing password with blank
+      delete updates.password;
+    }
+
+    const updatedUser = await storage.updateUser(id, updates);
+    if (!updatedUser) return res.status(404).send("User not found");
+
+    const { password, ...safeUser } = updatedUser;
+    res.json(safeUser);
+  } catch (err) {
+    console.error(err);
+    res.status(400).json({ error: "Invalid update data", details: err });
+  }
+});
+
+// DELETE: Delete user
+router.delete("/:id", async (req: Request, res: Response):Promise<any> => {
+  try {
+    const idParam = req.params.id;
+    if (!idParam) return res.status(400).send("User ID is required");
+
+    const id = parseInt(idParam);
+    if (isNaN(id)) return res.status(400).send("Invalid user ID");
+
+    const success = await storage.deleteUser(id);
+    if (!success) return res.status(404).send("User not found");
+
+    res.status(204).send();
+  } catch (error) {
+    console.error(error);
+    res.status(500).send("Failed to delete user");
+  }
+});
+
+export default router;

apps/Backend/src/services/databaseBackupService.ts

@@ -0,0 +1,85 @@
+import { spawn } from "child_process";
+import fs from "fs";
+import os from "os";
+import path from "path";
+import archiver from "archiver";
+
+function safeRmDir(dir: string) {
+  try {
+    fs.rmSync(dir, { recursive: true, force: true });
+  } catch {}
+}
+
+interface BackupToPathParams {
+  destinationPath: string;
+  filename: string;
+}
+
+export async function backupDatabaseToPath({
+  destinationPath,
+  filename,
+}: BackupToPathParams): Promise<void> {
+  const tmpDir = fs.mkdtempSync(path.join(os.tmpdir(), "dental_backup_"));
+
+  return new Promise((resolve, reject) => {
+    const pgDump = spawn(
+      "pg_dump",
+      [
+        "-Fd",
+        "-j",
+        "4",
+        "--no-acl",
+        "--no-owner",
+        "-h",
+        process.env.DB_HOST || "localhost",
+        "-U",
+        process.env.DB_USER || "postgres",
+        process.env.DB_NAME || "dental_db",
+        "-f",
+        tmpDir,
+      ],
+      {
+        env: {
+          ...process.env,
+          PGPASSWORD: process.env.DB_PASSWORD,
+        },
+      }
+    );
+
+    let pgError = "";
+
+    pgDump.stderr.on("data", (d) => (pgError += d.toString()));
+
+    pgDump.on("close", async (code) => {
+      if (code !== 0) {
+        safeRmDir(tmpDir);
+        return reject(new Error(pgError || "pg_dump failed"));
+      }
+
+      const outputFile = path.join(destinationPath, filename);
+      const outputStream = fs.createWriteStream(outputFile);
+
+      const archive = archiver("zip");
+
+      outputStream.on("error", (err) => {
+        safeRmDir(tmpDir);
+        reject(err);
+      });
+
+      archive.on("error", (err) => {
+        safeRmDir(tmpDir);
+        reject(err);
+      });
+
+      archive.pipe(outputStream);
+      archive.directory(tmpDir + path.sep, false);
+
+      archive.finalize();
+
+      archive.on("end", () => {
+        safeRmDir(tmpDir);
+        resolve();
+      });
+    });
+  });
+}

apps/Backend/src/services/patientDataExtractorService.ts

@@ -0,0 +1,29 @@
+import axios from "axios";
+import FormData from "form-data";
+
+export interface ExtractedData {
+  name?: string;
+  memberId?: string;
+  dob?: string;
+  [key: string]: any; 
+}
+
+export default async function forwardToPatientDataExtractorService(
+  file: Express.Multer.File
+): Promise<ExtractedData> {
+  const form = new FormData();
+  form.append("pdf", file.buffer, {
+    filename: file.originalname,
+    contentType: file.mimetype,
+  });
+
+  const response = await axios.post<ExtractedData>(
+    "http://localhost:5001/extract",
+    form,
+    {
+      headers: form.getHeaders(),
+    }
+  );
+
+  return response.data;
+}

apps/Backend/src/services/paymentOCRService.ts

@@ -0,0 +1,34 @@
+import axios from "axios";
+import FormData from "form-data";
+
+export async function forwardToPaymentOCRService(
+  files: Express.Multer.File | Express.Multer.File[]
+): Promise<any> {
+  const arr = Array.isArray(files) ? files : [files];
+
+  const form = new FormData();
+  for (const f of arr) {
+    form.append("files", f.buffer, {
+      filename: f.originalname,
+      contentType: f.mimetype, // image/jpeg, image/png, image/tiff, etc.
+      knownLength: f.size,
+    });
+  }
+
+  const url = `http://localhost:5003/extract/json`;
+
+  try {
+    const resp = await axios.post<{ rows: any }>(url, form, {
+      headers: form.getHeaders(),
+      maxBodyLength: Infinity,
+      maxContentLength: Infinity,
+      timeout: 120000, // OCR can be heavy; adjust as needed
+    });
+    return resp.data?.rows ?? [];
+  } catch (err: any) {
+    // Bubble up a useful error message
+    const status = err?.response?.status;
+    const detail = err?.response?.data?.detail || err?.message || "Unknown error";
+    throw new Error(`Payment OCR request failed${status ? ` (${status})` : ""}: ${detail}`);
+  }
+}

apps/Backend/src/services/paymentService.ts

@@ -0,0 +1,284 @@
+import Decimal from "decimal.js";
+import {
+  NewTransactionPayload,
+  OcrRow,
+  Payment,
+  PaymentMethod,
+  PaymentStatus,
+  ClaimStatus,
+} from "@repo/db/types";
+import { storage } from "../storage";
+import { prisma } from "@repo/db/client";
+import { convertOCRDate } from "../utils/dateUtils";
+
+/**
+ * Validate transactions against a payment record
+ */
+export async function validateTransactions(
+  paymentId: number,
+  serviceLineTransactions: NewTransactionPayload["serviceLineTransactions"],
+  options?: { isReversal?: boolean }
+) {
+  const paymentRecord = await storage.getPaymentById(paymentId);
+  if (!paymentRecord) {
+    throw new Error("Payment not found");
+  }
+
+  // Choose service lines from claim if present, otherwise direct payment service lines(OCR Based datas)
+  const serviceLines = paymentRecord.claim
+    ? paymentRecord.claim.serviceLines
+    : paymentRecord.serviceLines;
+
+  if (!serviceLines || serviceLines.length === 0) {
+    throw new Error("No service lines available for this payment");
+  }
+
+  for (const txn of serviceLineTransactions) {
+    const line = serviceLines.find((sl) => sl.id === txn.serviceLineId);
+
+    if (!line) {
+      throw new Error(`Invalid service line: ${txn.serviceLineId}`);
+    }
+
+    const paidAmount = new Decimal(txn.paidAmount ?? 0);
+    const adjustedAmount = new Decimal(txn.adjustedAmount ?? 0);
+
+    if (!options?.isReversal && (paidAmount.lt(0) || adjustedAmount.lt(0))) {
+      throw new Error("Amounts cannot be negative");
+    }
+
+    if (paidAmount.eq(0) && adjustedAmount.eq(0)) {
+      throw new Error("Must provide a payment or adjustment");
+    }
+    if (!options?.isReversal && paidAmount.gt(line.totalDue)) {
+      throw new Error(
+        `Paid amount exceeds due for service line ${txn.serviceLineId}`
+      );
+    }
+  }
+
+  return paymentRecord;
+}
+
+/**
+ * Apply transactions to a payment & recalc totals
+ */
+export async function applyTransactions(
+  paymentId: number,
+  serviceLineTransactions: NewTransactionPayload["serviceLineTransactions"],
+  userId: number
+): Promise<Payment> {
+  return prisma.$transaction(async (tx) => {
+    // 1. Insert service line transactions + recalculate each serviceLines
+    for (const txn of serviceLineTransactions) {
+      await tx.serviceLineTransaction.create({
+        data: {
+          paymentId,
+          serviceLineId: txn.serviceLineId,
+          transactionId: txn.transactionId,
+          paidAmount: new Decimal(txn.paidAmount),
+          adjustedAmount: new Decimal(txn.adjustedAmount || 0),
+          method: txn.method,
+          receivedDate: txn.receivedDate,
+          payerName: txn.payerName,
+          notes: txn.notes,
+        },
+      });
+
+      // Recalculate Claim - serviceLines model totals and updates along with Claim-serviceLine status
+      const aggLine = await tx.serviceLineTransaction.aggregate({
+        _sum: { paidAmount: true, adjustedAmount: true },
+        where: { serviceLineId: txn.serviceLineId },
+      });
+
+      const serviceLine = await tx.serviceLine.findUniqueOrThrow({
+        where: { id: txn.serviceLineId },
+        select: { totalBilled: true },
+      });
+
+      const totalPaid = aggLine._sum.paidAmount || new Decimal(0);
+      const totalAdjusted = aggLine._sum.adjustedAmount || new Decimal(0);
+      const totalDue = serviceLine.totalBilled
+        .minus(totalPaid)
+        .minus(totalAdjusted);
+
+      await tx.serviceLine.update({
+        where: { id: txn.serviceLineId },
+        data: {
+          totalPaid,
+          totalAdjusted,
+          totalDue,
+          status:
+            totalDue.lte(0) && totalPaid.gt(0)
+              ? "PAID"
+              : totalPaid.gt(0)
+                ? "PARTIALLY_PAID"
+                : "UNPAID",
+        },
+      });
+    }
+
+    // 2. Recalc payment model totals based on serviceLineTransactions, and update PaymentStatus.
+    const aggPayment = await tx.serviceLineTransaction.aggregate({
+      _sum: { paidAmount: true, adjustedAmount: true },
+      where: { paymentId },
+    });
+
+    const payment = await tx.payment.findUniqueOrThrow({
+      where: { id: paymentId },
+      select: { totalBilled: true },
+    });
+
+    const totalPaid = aggPayment._sum.paidAmount || new Decimal(0);
+    const totalAdjusted = aggPayment._sum.adjustedAmount || new Decimal(0);
+    const totalDue = payment.totalBilled.minus(totalPaid).minus(totalAdjusted);
+
+    let status: PaymentStatus;
+    if (totalDue.lte(0) && totalPaid.gt(0)) status = "PAID";
+    else if (totalPaid.gt(0)) status = "PARTIALLY_PAID";
+    else status = "PENDING";
+
+    const updatedPayment = await tx.payment.update({
+      where: { id: paymentId },
+      data: { totalPaid, totalAdjusted, totalDue, status, updatedById: userId },
+    });
+
+    // 3. Update Claim Model Status based on serviceLineTransaction and Payment values.(as they hold the same values
+    // as per, ServiceLine.totalPaid and totalAdjusted and Claim.totalBilled) Hence not fetching unneccessary.
+    const claimId = updatedPayment.claimId ?? null;
+    if (claimId) {
+      let newClaimStatus: ClaimStatus;
+      if (totalDue.lte(0) && totalPaid.gt(0)) newClaimStatus = "APPROVED";
+      else newClaimStatus = "PENDING";
+
+      await tx.claim.update({
+        where: { id: claimId },
+        data: { status: newClaimStatus },
+      });
+    }
+
+    return updatedPayment;
+  });
+}
+
+/**
+ * Main entry point for updating payments
+ */
+export async function updatePayment(
+  paymentId: number,
+  serviceLineTransactions: NewTransactionPayload["serviceLineTransactions"],
+  userId: number,
+  options?: { isReversal?: boolean }
+): Promise<Payment> {
+  await validateTransactions(paymentId, serviceLineTransactions, options);
+  return applyTransactions(paymentId, serviceLineTransactions, userId);
+}
+
+// handling full-ocr-payments-import
+
+export const fullOcrPaymentService = {
+  async importRows(rows: OcrRow[], userId: number) {
+    const results: number[] = [];
+
+    for (const [index, row] of rows.entries()) {
+      try {
+        if (!row.patientName || !row.insuranceId) {
+          throw new Error(
+            `Row ${index + 1}: missing patientName or insuranceId`
+          );
+        }
+        if (!row.procedureCode) {
+          throw new Error(`Row ${index + 1}: missing procedureCode`);
+        }
+
+        const billed = new Decimal(row.totalBilled ?? 0);
+        const allowed = new Decimal(row.totalAllowed ?? row.totalBilled ?? 0);
+        const paid = new Decimal(row.totalPaid ?? 0);
+
+        const adjusted = billed.minus(allowed); // write-off
+
+        // Step 1–3 in a transaction
+        const { paymentId, serviceLineId } = await prisma.$transaction(
+          async (tx) => {
+            // 1. Find or create patient
+            let patient = await tx.patient.findFirst({
+              where: { insuranceId: row.insuranceId.toString() },
+            });
+
+            if (!patient) {
+              const [firstNameRaw, ...rest] = (row.patientName ?? "")
+                .trim()
+                .split(" ");
+              const firstName = firstNameRaw || "Unknown";
+              const lastName = rest.length > 0 ? rest.join(" ") : "Unknown";
+
+              patient = await tx.patient.create({
+                data: {
+                  firstName,
+                  lastName,
+                  insuranceId: row.insuranceId.toString(),
+                  dateOfBirth: new Date(Date.UTC(1900, 0, 1)), // fallback (1900, jan, 1)
+                  gender: "",
+                  phone: "",
+                  userId,
+                },
+              });
+            }
+
+            // 2. Create payment (claimId null) — IMPORTANT: start with zeros, due = billed
+            const payment = await tx.payment.create({
+              data: {
+                patientId: patient.id,
+                userId,
+                totalBilled: billed,
+                totalPaid: new Decimal(0),
+                totalAdjusted: new Decimal(0),
+                totalDue: billed,
+                status: "PENDING", // updatePayment will fix it
+                notes: `OCR import from ${row.sourceFile ?? "Unknown file"}`,
+                icn: row.icn ?? "",
+              },
+            });
+
+            // 3. Create service line — IMPORTANT: start with zeros, due = billed
+            const serviceLine = await tx.serviceLine.create({
+              data: {
+                paymentId: payment.id,
+                procedureCode: row.procedureCode,
+                toothNumber: row.toothNumber ?? null,
+                toothSurface: row.toothSurface ?? null,
+                procedureDate: convertOCRDate(row.procedureDate),
+                totalBilled: billed,
+                totalPaid: new Decimal(0),
+                totalAdjusted: new Decimal(0),
+                totalDue: billed,
+              },
+            });
+
+            return { paymentId: payment.id, serviceLineId: serviceLine.id };
+          }
+        );
+
+        // Step 4: AFTER commit, recalc using updatePayment (global prisma can see it now)
+        // Build transaction & let updatePayment handle recalculation
+        const txn = {
+          serviceLineId,
+          paidAmount: paid.toNumber(),
+          adjustedAmount: adjusted.toNumber(),
+          method: "OTHER" as PaymentMethod,
+          receivedDate: new Date(),
+          notes: "OCR import",
+        };
+
+        await updatePayment(paymentId, [txn], userId);
+
+        results.push(paymentId);
+      } catch (err) {
+        console.error(`❌ Failed to import OCR row ${index + 1}:`, err);
+        throw err;
+      }
+    }
+
+    return results;
+  },
+};

apps/Backend/src/services/seleniumClaimClient.ts

@@ -0,0 +1,52 @@
+import axios from "axios";
+
+export interface SeleniumPayload {
+  claim: any;
+  pdfs: {
+    originalname: string;
+    bufferBase64: string;
+  }[];
+  images: {
+    originalname: string;
+    bufferBase64: string;
+  }[];
+}
+
+export async function forwardToSeleniumClaimAgent(
+  claimData: any,
+  files: Express.Multer.File[]
+): Promise<any> {
+  const pdfs = files
+    .filter((file) => file.mimetype === "application/pdf")
+    .map((file) => ({
+      originalname: file.originalname,
+      bufferBase64: file.buffer.toString("base64"),
+    }));
+
+  const images = files
+    .filter((file) => file.mimetype.startsWith("image/"))
+    .map((file) => ({
+      originalname: file.originalname,
+      bufferBase64: file.buffer.toString("base64"),
+    }));
+
+  const payload: SeleniumPayload = {
+    claim: claimData,
+    pdfs,
+    images,
+  };
+
+  const result = await axios.post(
+    "http://localhost:5002/claimsubmit",
+    payload
+  );
+  if (result.data.status === "error") {
+    const errorMsg =
+      typeof result.data.message === "string"
+        ? result.data.message
+        : result.data.message?.msg || "Selenium agent error";
+    throw new Error(errorMsg);
+  }
+
+  return result.data;
+}

apps/Backend/src/services/seleniumDdmaInsuranceEligibilityClient.ts

@@ -0,0 +1,122 @@
+import axios from "axios";
+import http from "http";
+import https from "https";
+import dotenv from "dotenv";
+dotenv.config();
+
+export interface SeleniumPayload {
+  data: any;
+  url?: string;
+}
+
+const SELENIUM_AGENT_BASE = process.env.SELENIUM_AGENT_BASE_URL;
+
+const httpAgent = new http.Agent({ keepAlive: true, keepAliveMsecs: 60_000 });
+const httpsAgent = new https.Agent({ keepAlive: true, keepAliveMsecs: 60_000 });
+
+const client = axios.create({
+  baseURL: SELENIUM_AGENT_BASE,
+  timeout: 5 * 60 * 1000,
+  httpAgent,
+  httpsAgent,
+  validateStatus: (s) => s >= 200 && s < 600,
+});
+
+async function requestWithRetries(
+  config: any,
+  retries = 4,
+  baseBackoffMs = 300
+) {
+  for (let attempt = 1; attempt <= retries; attempt++) {
+    try {
+      const r = await client.request(config);
+      if (![502, 503, 504].includes(r.status)) return r;
+      console.warn(
+        `[selenium-client] retryable HTTP status ${r.status} (attempt ${attempt})`
+      );
+    } catch (err: any) {
+      const code = err?.code;
+      const isTransient =
+        code === "ECONNRESET" ||
+        code === "ECONNREFUSED" ||
+        code === "EPIPE" ||
+        code === "ETIMEDOUT";
+      if (!isTransient) throw err;
+      console.warn(
+        `[selenium-client] transient network error ${code} (attempt ${attempt})`
+      );
+    }
+    await new Promise((r) => setTimeout(r, baseBackoffMs * attempt));
+  }
+  // final attempt (let exception bubble if it fails)
+  return client.request(config);
+}
+
+function now() {
+  return new Date().toISOString();
+}
+function log(tag: string, msg: string, ctx?: any) {
+  console.log(`${now()} [${tag}] ${msg}`, ctx ?? "");
+}
+
+export async function forwardToSeleniumDdmaEligibilityAgent(
+  insuranceEligibilityData: any
+): Promise<any> {
+  const payload = { data: insuranceEligibilityData };
+  const url = `/ddma-eligibility`;
+  log("selenium-client", "POST ddma-eligibility", {
+    url: SELENIUM_AGENT_BASE + url,
+    keys: Object.keys(payload),
+  });
+  const r = await requestWithRetries({ url, method: "POST", data: payload }, 4);
+  log("selenium-client", "agent response", {
+    status: r.status,
+    dataKeys: r.data ? Object.keys(r.data) : null,
+  });
+  if (r.status >= 500)
+    throw new Error(`Selenium agent server error: ${r.status}`);
+  return r.data;
+}
+
+export async function forwardOtpToSeleniumDdmaAgent(
+  sessionId: string,
+  otp: string
+): Promise<any> {
+  const url = `/submit-otp`;
+  log("selenium-client", "POST submit-otp", {
+    url: SELENIUM_AGENT_BASE + url,
+    sessionId,
+  });
+  const r = await requestWithRetries(
+    { url, method: "POST", data: { session_id: sessionId, otp } },
+    4
+  );
+  log("selenium-client", "submit-otp response", {
+    status: r.status,
+    data: r.data,
+  });
+  if (r.status >= 500)
+    throw new Error(`Selenium agent server error on submit-otp: ${r.status}`);
+  return r.data;
+}
+
+export async function getSeleniumDdmaSessionStatus(
+  sessionId: string
+): Promise<any> {
+  const url = `/session/${sessionId}/status`;
+  log("selenium-client", "GET session status", {
+    url: SELENIUM_AGENT_BASE + url,
+    sessionId,
+  });
+  const r = await requestWithRetries({ url, method: "GET" }, 4);
+  log("selenium-client", "session status response", {
+    status: r.status,
+    dataKeys: r.data ? Object.keys(r.data) : null,
+  });
+  if (r.status === 404) {
+    const e: any = new Error("not_found");
+    e.response = { status: 404, data: r.data };
+    throw e;
+  }
+  return r.data;
+}

apps/Backend/src/services/seleniumInsuranceClaimPreAuthClient.ts

@@ -0,0 +1,52 @@
+import axios from "axios";
+
+export interface SeleniumPayload {
+  claim: any;
+  pdfs: {
+    originalname: string;
+    bufferBase64: string;
+  }[];
+  images: {
+    originalname: string;
+    bufferBase64: string;
+  }[];
+}
+
+export async function forwardToSeleniumClaimPreAuthAgent(
+  claimData: any,
+  files: Express.Multer.File[]
+): Promise<any> {
+  const pdfs = files
+    .filter((file) => file.mimetype === "application/pdf")
+    .map((file) => ({
+      originalname: file.originalname,
+      bufferBase64: file.buffer.toString("base64"),
+    }));
+
+  const images = files
+    .filter((file) => file.mimetype.startsWith("image/"))
+    .map((file) => ({
+      originalname: file.originalname,
+      bufferBase64: file.buffer.toString("base64"),
+    }));
+
+  const payload: SeleniumPayload = {
+    claim: claimData,
+    pdfs,
+    images,
+  };
+
+  const result = await axios.post(
+    "http://localhost:5002/claim-pre-auth",
+    payload
+  );
+  if (result.data.status === "error") {
+    const errorMsg =
+      typeof result.data.message === "string"
+        ? result.data.message
+        : result.data.message?.msg || "Selenium agent error";
+    throw new Error(errorMsg);
+  }
+
+  return result.data;
+}

apps/Backend/src/services/seleniumInsuranceClaimStatusClient.ts

@@ -0,0 +1,27 @@
+import axios from "axios";
+
+export interface SeleniumPayload {
+  data: any;
+}
+
+export async function forwardToSeleniumInsuranceClaimStatusAgent(
+  insuranceClaimStatusData: any
+): Promise<any> {
+  const payload: SeleniumPayload = {
+    data: insuranceClaimStatusData,
+  };
+
+  const result = await axios.post(
+    "http://localhost:5002/claim-status-check",
+    payload
+  );
+  if (result.data.status === "error") {
+    const errorMsg =
+      typeof result.data.message === "string"
+        ? result.data.message
+        : result.data.message?.msg || "Selenium agent error";
+    throw new Error(errorMsg);
+  }
+
+  return result.data;
+}

apps/Backend/src/services/seleniumInsuranceEligibilityClient.ts

@@ -0,0 +1,27 @@
+import axios from "axios";
+
+export interface SeleniumPayload {
+  data: any;
+}
+
+export async function forwardToSeleniumInsuranceEligibilityAgent(
+  insuranceEligibilityData: any
+): Promise<any> {
+  const payload: SeleniumPayload = {
+    data: insuranceEligibilityData,
+  };
+
+  const result = await axios.post(
+    "http://localhost:5002/eligibility-check",
+    payload
+  );
+  if (result.data.status === "error") {
+    const errorMsg =
+      typeof result.data.message === "string"
+        ? result.data.message
+        : result.data.message?.msg || "Selenium agent error";
+    throw new Error(errorMsg);
+  }
+
+  return result.data;
+}

apps/Backend/src/socket.ts

@@ -0,0 +1,53 @@
+import { Server as HttpServer } from "http";
+import { Server, Socket } from "socket.io";
+
+let io: Server | null = null;
+
+export function initSocket(server: HttpServer) {
+  const NODE_ENV = (
+    process.env.NODE_ENV ||
+    process.env.ENV ||
+    "development"
+  ).toLowerCase();
+
+  const rawFrontendUrls =
+    process.env.FRONTEND_URLS || process.env.FRONTEND_URL || "";
+  const FRONTEND_URLS = rawFrontendUrls
+    .split(",")
+    .map((s) => s.trim())
+    .filter(Boolean);
+
+  // In dev: allow all origins
+  // In prod: restrict to FRONTEND_URLS if provided
+  const corsOrigin =
+    NODE_ENV !== "production"
+      ? true
+      : FRONTEND_URLS.length > 0
+      ? FRONTEND_URLS
+      : false; // no origins allowed if none configured in prod
+
+  io = new Server(server, {
+    cors: {
+      origin: corsOrigin,
+      methods: ["GET", "POST"],
+      credentials: true,
+    },
+  });
+
+  io.on("connection", (socket: Socket) => {
+    console.log("🔌 Socket connected:", socket.id);
+
+    socket.on("disconnect", () => {
+      console.log("🔌 Socket disconnected:", socket.id);
+    });
+  });
+
+  // Optional: log low-level engine errors for debugging
+  io.engine.on("connection_error", (err) => {
+    console.error("Socket engine connection_error:", err);
+  });
+
+  return io;
+}
+
+export { io };

apps/Backend/src/storage/appointment-procedures-storage.ts

@@ -0,0 +1,100 @@
+import {
+  Appointment,
+  AppointmentProcedure,
+  InsertAppointmentProcedure,
+  Patient,
+  UpdateAppointmentProcedure,
+} from "@repo/db/types";
+import { prisma as db } from "@repo/db/client";
+
+export interface IAppointmentProceduresStorage {
+  getByAppointmentId(appointmentId: number): Promise<AppointmentProcedure[]>;
+  getPrefillDataByAppointmentId(appointmentId: number): Promise<{
+    appointment: Appointment;
+    patient: Patient;
+    procedures: AppointmentProcedure[];
+  } | null>;
+
+  createProcedure(
+    data: InsertAppointmentProcedure
+  ): Promise<AppointmentProcedure>;
+  createProceduresBulk(data: InsertAppointmentProcedure[]): Promise<number>;
+  updateProcedure(
+    id: number,
+    data: UpdateAppointmentProcedure
+  ): Promise<AppointmentProcedure>;
+  deleteProcedure(id: number): Promise<void>;
+  clearByAppointmentId(appointmentId: number): Promise<void>;
+}
+
+export const appointmentProceduresStorage: IAppointmentProceduresStorage = {
+  async getByAppointmentId(
+    appointmentId: number
+  ): Promise<AppointmentProcedure[]> {
+    return db.appointmentProcedure.findMany({
+      where: { appointmentId },
+      orderBy: { createdAt: "asc" },
+    });
+  },
+
+  async getPrefillDataByAppointmentId(appointmentId: number) {
+    const appointment = await db.appointment.findUnique({
+      where: { id: appointmentId },
+      include: {
+        patient: true,
+        procedures: {
+          orderBy: { createdAt: "asc" },
+        },
+      },
+    });
+
+    if (!appointment) {
+      return null;
+    }
+
+    return {
+      appointment,
+      patient: appointment.patient,
+      procedures: appointment.procedures,
+    };
+  },
+
+  async createProcedure(
+    data: InsertAppointmentProcedure
+  ): Promise<AppointmentProcedure> {
+    return db.appointmentProcedure.create({
+      data: data as AppointmentProcedure,
+    });
+  },
+
+  async createProceduresBulk(
+    data: InsertAppointmentProcedure[]
+  ): Promise<number> {
+    const result = await db.appointmentProcedure.createMany({
+      data: data as any[],
+    });
+    return result.count;
+  },
+
+  async updateProcedure(
+    id: number,
+    data: UpdateAppointmentProcedure
+  ): Promise<AppointmentProcedure> {
+    return db.appointmentProcedure.update({
+      where: { id },
+      data: data as any,
+    });
+  },
+
+  async deleteProcedure(id: number): Promise<void> {
+    await db.appointmentProcedure.delete({
+      where: { id },
+    });
+  },
+
+  async clearByAppointmentId(appointmentId: number): Promise<void> {
+    await db.appointmentProcedure.deleteMany({
+      where: { appointmentId },
+    });
+  },
+};

apps/Backend/src/storage/appointments-storage.ts

@@ -0,0 +1,226 @@
+import {
+  Appointment,
+  InsertAppointment,
+  Patient,
+  UpdateAppointment,
+} from "@repo/db/types";
+import { prisma as db } from "@repo/db/client";
+
+export interface IStorage {
+  getAppointment(id: number): Promise<Appointment | undefined>;
+  getAllAppointments(): Promise<Appointment[]>;
+  getAppointmentsByUserId(userId: number): Promise<Appointment[]>;
+  getAppointmentsByPatientId(patientId: number): Promise<Appointment[]>;
+  getPatientFromAppointmentId(
+    appointmentId: number
+  ): Promise<Patient | undefined>;
+  getRecentAppointments(limit: number, offset: number): Promise<Appointment[]>;
+  getAppointmentsOnRange(start: Date, end: Date): Promise<Appointment[]>;
+  createAppointment(appointment: InsertAppointment): Promise<Appointment>;
+  updateAppointment(
+    id: number,
+    appointment: UpdateAppointment
+  ): Promise<Appointment>;
+  deleteAppointment(id: number): Promise<void>;
+  getPatientAppointmentByDateTime(
+    patientId: number,
+    date: Date,
+    startTime: string
+  ): Promise<Appointment | undefined>;
+  getStaffAppointmentByDateTime(
+    staffId: number,
+    date: Date,
+    startTime: string,
+    excludeId?: number
+  ): Promise<Appointment | undefined>;
+  getPatientConflictAppointment(
+    patientId: number,
+    date: Date,
+    startTime: string,
+    excludeId: number
+  ): Promise<Appointment | undefined>;
+  getStaffConflictAppointment(
+    staffId: number,
+    date: Date,
+    startTime: string,
+    excludeId: number
+  ): Promise<Appointment | undefined>;
+  getAppointmentsByDateForUser(dateStr: string, userId: number): Promise<Appointment[]>;
+}
+
+export const appointmentsStorage: IStorage = {
+  async getAppointment(id: number): Promise<Appointment | undefined> {
+    const appointment = await db.appointment.findUnique({ where: { id } });
+    return appointment ?? undefined;
+  },
+
+  async getAllAppointments(): Promise<Appointment[]> {
+    return await db.appointment.findMany();
+  },
+
+  async getAppointmentsByUserId(userId: number): Promise<Appointment[]> {
+    return await db.appointment.findMany({ where: { userId } });
+  },
+
+  async getAppointmentsByPatientId(patientId: number): Promise<Appointment[]> {
+    return await db.appointment.findMany({ where: { patientId } });
+  },
+
+  async getPatientFromAppointmentId(
+    appointmentId: number
+  ): Promise<Patient | undefined> {
+    const appointment = await db.appointment.findUnique({
+      where: { id: appointmentId },
+      include: { patient: true },
+    });
+    return appointment?.patient ?? undefined;
+  },
+
+  async getAppointmentsOnRange(start: Date, end: Date): Promise<Appointment[]> {
+    return db.appointment.findMany({
+      where: {
+        date: {
+          gte: start,
+          lte: end,
+        },
+      },
+      orderBy: { date: "asc" },
+    });
+  },
+
+  async getRecentAppointments(
+    limit: number,
+    offset: number
+  ): Promise<Appointment[]> {
+    return db.appointment.findMany({
+      skip: offset,
+      take: limit,
+      orderBy: { date: "desc" },
+    });
+  },
+
+  async createAppointment(
+    appointment: InsertAppointment
+  ): Promise<Appointment> {
+    return await db.appointment.create({ data: appointment as Appointment });
+  },
+
+  async updateAppointment(
+    id: number,
+    updateData: UpdateAppointment
+  ): Promise<Appointment> {
+    try {
+      return await db.appointment.update({
+        where: { id },
+        data: updateData,
+      });
+    } catch (err) {
+      throw new Error(`Appointment with ID ${id} not found`);
+    }
+  },
+
+  async deleteAppointment(id: number): Promise<void> {
+    try {
+      await db.appointment.delete({ where: { id } });
+    } catch (err) {
+      throw new Error(`Appointment with ID ${id} not found`);
+    }
+  },
+
+  async getPatientAppointmentByDateTime(
+    patientId: number,
+    date: Date,
+    startTime: string
+  ): Promise<Appointment | undefined> {
+    return (
+      (await db.appointment.findFirst({
+        where: {
+          patientId,
+          date,
+          startTime,
+        },
+      })) ?? undefined
+    );
+  },
+
+  async getStaffAppointmentByDateTime(
+    staffId: number,
+    date: Date,
+    startTime: string,
+    excludeId?: number
+  ): Promise<Appointment | undefined> {
+    return (
+      (await db.appointment.findFirst({
+        where: {
+          staffId,
+          date,
+          startTime,
+          NOT: excludeId ? { id: excludeId } : undefined,
+        },
+      })) ?? undefined
+    );
+  },
+
+  async getPatientConflictAppointment(
+    patientId: number,
+    date: Date,
+    startTime: string,
+    excludeId: number
+  ): Promise<Appointment | undefined> {
+    return (
+      (await db.appointment.findFirst({
+        where: {
+          patientId,
+          date,
+          startTime,
+          NOT: { id: excludeId },
+        },
+      })) ?? undefined
+    );
+  },
+
+  async getStaffConflictAppointment(
+    staffId: number,
+    date: Date,
+    startTime: string,
+    excludeId: number
+  ): Promise<Appointment | undefined> {
+    return (
+      (await db.appointment.findFirst({
+        where: {
+          staffId,
+          date,
+          startTime,
+          NOT: { id: excludeId },
+        },
+      })) ?? undefined
+    );
+  },
+
+  /**
+   * getAppointmentsByDateForUser
+   * dateStr expected as "YYYY-MM-DD" (same string your frontend sends)
+   * returns appointments for that date (local midnight-to-midnight) filtered by userId
+   */
+  async getAppointmentsByDateForUser(dateStr: string, userId: number): Promise<Appointment[]> {
+    // defensive parsing — if invalid, throw so caller can handle
+    const start = new Date(dateStr);
+    if (Number.isNaN(start.getTime())) {
+      throw new Error(`Invalid date string passed to getAppointmentsByDateForUser: ${dateStr}`);
+    }
+    // create exclusive end (next day midnight)
+    const end = new Date(start);
+    end.setDate(start.getDate() + 1);
+
+    return db.appointment.findMany({
+      where: {
+        userId,
+        date: {
+          gte: start,
+          lt: end,
+        },
+      },
+      orderBy: { startTime: "asc" },
+    });
+  }
+};

apps/Backend/src/storage/claims-storage.ts

@@ -0,0 +1,111 @@
+import {
+  Claim,
+  ClaimStatus,
+  ClaimWithServiceLines,
+  InsertClaim,
+  UpdateClaim,
+} from "@repo/db/types";
+import { prisma as db } from "@repo/db/client";
+
+export interface IStorage {
+  getClaim(id: number): Promise<Claim | undefined>;
+  getRecentClaimsByPatientId(
+    patientId: number,
+    limit: number,
+    offset: number
+  ): Promise<ClaimWithServiceLines[]>;
+  getTotalClaimCountByPatient(patientId: number): Promise<number>;
+  getClaimsByAppointmentId(appointmentId: number): Promise<Claim[]>;
+  getRecentClaims(limit: number, offset: number): Promise<Claim[]>;
+  getTotalClaimCount(): Promise<number>;
+  createClaim(claim: InsertClaim): Promise<Claim>;
+  updateClaim(id: number, updates: UpdateClaim): Promise<Claim>;
+  updateClaimStatus(id: number, status: ClaimStatus): Promise<Claim>;
+  deleteClaim(id: number): Promise<void>;
+}
+
+export const claimsStorage: IStorage = {
+  async getClaim(id: number): Promise<Claim | undefined> {
+    const claim = await db.claim.findUnique({ where: { id } });
+    return claim ?? undefined;
+  },
+
+  async getRecentClaimsByPatientId(
+    patientId: number,
+    limit: number,
+    offset: number
+  ): Promise<ClaimWithServiceLines[]> {
+    return db.claim.findMany({
+      where: { patientId },
+      orderBy: { createdAt: "desc" },
+      skip: offset,
+      take: limit,
+      include: {
+        serviceLines: true,
+        staff: true,
+        claimFiles: true,
+      },
+    });
+  },
+
+  async getTotalClaimCountByPatient(patientId: number): Promise<number> {
+    return db.claim.count({
+      where: { patientId },
+    });
+  },
+
+  async getClaimsByAppointmentId(appointmentId: number): Promise<Claim[]> {
+    return await db.claim.findMany({ where: { appointmentId } });
+  },
+
+  async getRecentClaims(
+    limit: number,
+    offset: number
+  ): Promise<ClaimWithServiceLines[]> {
+    return db.claim.findMany({
+      orderBy: { createdAt: "desc" },
+      skip: offset,
+      take: limit,
+      include: { serviceLines: true, staff: true, claimFiles: true },
+    });
+  },
+
+  async getTotalClaimCount(): Promise<number> {
+    return db.claim.count();
+  },
+
+  async createClaim(claim: InsertClaim): Promise<Claim> {
+    return await db.claim.create({ data: claim as Claim });
+  },
+
+  async updateClaim(id: number, updates: UpdateClaim): Promise<Claim> {
+    try {
+      return await db.claim.update({
+        where: { id },
+        data: updates,
+      });
+    } catch (err) {
+      throw new Error(`Claim with ID ${id} not found`);
+    }
+  },
+
+  async updateClaimStatus(id: number, status: ClaimStatus): Promise<Claim> {
+    const existing = await db.claim.findUnique({ where: { id } });
+    if (!existing) {
+      throw new Error("Claim not found");
+    }
+
+    return db.claim.update({
+      where: { id },
+      data: { status },
+    });
+  },
+
+  async deleteClaim(id: number): Promise<void> {
+    try {
+      await db.claim.delete({ where: { id } });
+    } catch (err) {
+      throw new Error(`Claim with ID ${id} not found`);
+    }
+  },
+};

apps/Backend/src/storage/cloudStorage-storage.ts

@@ -0,0 +1,493 @@
+import { prisma as db } from "@repo/db/client";
+import { CloudFolder, CloudFile } from "@repo/db/types";
+import { serializeFile } from "../utils/prismaFileUtils";
+
+/**
+ * Cloud storage implementation
+ *
+ * - Clear, self-describing method names
+ * - Folder timestamp propagation helper: updateFolderTimestampsRecursively
+ * - File upload lifecycle: initializeFileUpload -> appendFileChunk -> finalizeFileUpload
+ */
+
+/* ------------------------------- Helpers ------------------------------- */
+async function updateFolderTimestampsRecursively(folderId: number | null) {
+  if (folderId == null) return;
+  let currentId: number | null = folderId;
+  const MAX_DEPTH = 50;
+  let depth = 0;
+
+  while (currentId != null && depth < MAX_DEPTH) {
+    depth += 1;
+    try {
+      // touch updatedAt and fetch parentId
+      const row = (await db.cloudFolder.update({
+        where: { id: currentId },
+        data: { updatedAt: new Date() },
+        select: { parentId: true },
+      })) as { parentId: number | null };
+
+      currentId = row.parentId ?? null;
+    } catch (err: any) {
+      // Stop walking if folder removed concurrently (Prisma P2025)
+      if (err?.code === "P2025") break;
+      throw err;
+    }
+  }
+}
+
+/* ------------------------------- IStorage ------------------------------- */
+export interface IStorage {
+  // Folders
+  getFolder(id: number): Promise<CloudFolder | null>;
+  listRecentFolders(
+    limit: number,
+    offset: number,
+    parentId?: number | null
+  ): Promise<CloudFolder[]>;
+  countFoldersByParent(parentId: number | null): Promise<number>;
+  countFolders(filter?: {
+    userId?: number;
+    nameContains?: string | null;
+  }): Promise<number>;
+  createFolder(
+    userId: number,
+    name: string,
+    parentId?: number | null
+  ): Promise<CloudFolder>;
+  updateFolder(
+    id: number,
+    updates: Partial<{ name?: string; parentId?: number | null }>
+  ): Promise<CloudFolder | null>;
+  deleteFolder(id: number): Promise<boolean>;
+
+  // Files
+  getFile(id: number): Promise<CloudFile | null>;
+  listFilesInFolder(
+    folderId: number | null,
+    limit: number,
+    offset: number
+  ): Promise<CloudFile[]>;
+  initializeFileUpload(
+    userId: number,
+    name: string,
+    mimeType?: string | null,
+    expectedSize?: bigint | null,
+    totalChunks?: number | null,
+    folderId?: number | null
+  ): Promise<CloudFile>;
+  appendFileChunk(fileId: number, seq: number, data: Buffer): Promise<void>;
+  finalizeFileUpload(fileId: number): Promise<{ ok: true; size: string }>;
+  deleteFile(fileId: number): Promise<boolean>;
+  updateFile(
+    id: number,
+    updates: Partial<Pick<CloudFile, "name" | "mimeType" | "folderId">>
+  ): Promise<CloudFile | null>;
+  renameFile(id: number, name: string): Promise<CloudFile | null>;
+  countFilesInFolder(folderId: number | null): Promise<number>;
+  countFiles(filter?: {
+    userId?: number;
+    nameContains?: string | null;
+    mimeType?: string | null;
+  }): Promise<number>;
+
+  // Search
+  searchFolders(
+    q: string,
+    limit: number,
+    offset: number,
+    parentId?: number | null
+  ): Promise<{ data: CloudFolder[]; total: number }>;
+  searchFiles(
+    q: string,
+    type: string | undefined,
+    limit: number,
+    offset: number
+  ): Promise<{ data: CloudFile[]; total: number }>;
+
+  // Streaming
+  streamFileTo(resStream: NodeJS.WritableStream, fileId: number): Promise<void>;
+}
+
+/* ------------------------------- Implementation ------------------------------- */
+export const cloudStorageStorage: IStorage = {
+  // --- FOLDERS ---
+  async getFolder(id: number) {
+    const folder = await db.cloudFolder.findUnique({
+      where: { id },
+      include: { files: false },
+    });
+    return (folder as unknown as CloudFolder) ?? null;
+  },
+
+  async listRecentFolders(limit = 50, offset = 0, parentId?: number | null) {
+    const where: any = {};
+
+    // parentId === undefined → no filter (global recent)
+    // parentId === null      → top-level folders (parent IS NULL)
+    // parentId === number    → children of that folder
+    if (parentId !== undefined) {
+      where.parentId = parentId;
+    }
+
+    const folders = await db.cloudFolder.findMany({
+      where,
+      orderBy: { updatedAt: "desc" },
+      skip: offset,
+      take: limit,
+    });
+
+    return folders as unknown as CloudFolder[];
+  },
+
+  async countFoldersByParent(parentId: number | null = null) {
+    return db.cloudFolder.count({ where: { parentId } });
+  },
+
+  async createFolder(
+    userId: number,
+    name: string,
+    parentId: number | null = null
+  ) {
+    const created = await db.cloudFolder.create({
+      data: { userId, name, parentId },
+    });
+    // mark parent(s) as updated
+    await updateFolderTimestampsRecursively(parentId);
+    return created as unknown as CloudFolder;
+  },
+
+  async updateFolder(
+    id: number,
+    updates: Partial<{ name?: string; parentId?: number | null }>
+  ) {
+    try {
+      const updated = await db.cloudFolder.update({
+        where: { id },
+        data: updates,
+      });
+      if (updates.parentId !== undefined) {
+        await updateFolderTimestampsRecursively(updates.parentId ?? null);
+      } else {
+        // touch this folder's parent (to mark modification)
+        const f = await db.cloudFolder.findUnique({
+          where: { id },
+          select: { parentId: true },
+        });
+        await updateFolderTimestampsRecursively(f?.parentId ?? null);
+      }
+      return updated as unknown as CloudFolder;
+    } catch (err) {
+      throw err;
+    }
+  },
+
+  async deleteFolder(id: number) {
+    try {
+      const folder = await db.cloudFolder.findUnique({
+        where: { id },
+        select: { parentId: true },
+      });
+      const parentId = folder?.parentId ?? null;
+      await db.cloudFolder.delete({ where: { id } });
+      await updateFolderTimestampsRecursively(parentId);
+      return true;
+    } catch (err: any) {
+      if (err?.code === "P2025") return false;
+      throw err;
+    }
+  },
+
+  async countFolders(filter?: {
+    userId?: number;
+    nameContains?: string | null;
+  }) {
+    const where: any = {};
+    if (filter?.userId) where.userId = filter.userId;
+    if (filter?.nameContains)
+      where.name = { contains: filter.nameContains, mode: "insensitive" };
+    return db.cloudFolder.count({ where });
+  },
+
+  // --- FILES ---
+  async getFile(id: number) {
+    const file = await db.cloudFile.findUnique({
+      where: { id },
+      include: { chunks: { orderBy: { seq: "asc" } } },
+    });
+    return (file as unknown as CloudFile) ?? null;
+  },
+
+  async listFilesInFolder(
+    folderId: number | null = null,
+    limit = 50,
+    offset = 0
+  ) {
+    const files = await db.cloudFile.findMany({
+      where: { folderId },
+      orderBy: { createdAt: "desc" },
+      skip: offset,
+      take: limit,
+      select: {
+        id: true,
+        name: true,
+        mimeType: true,
+        fileSize: true,
+        folderId: true,
+        isComplete: true,
+        createdAt: true,
+        updatedAt: true,
+      },
+    });
+    return files.map(serializeFile) as unknown as CloudFile[];
+  },
+
+  async initializeFileUpload(
+    userId: number,
+    name: string,
+    mimeType: string | null = null,
+    expectedSize: bigint | null = null,
+    totalChunks: number | null = null,
+    folderId: number | null = null
+  ) {
+    const created = await db.cloudFile.create({
+      data: {
+        userId,
+        name,
+        mimeType,
+        fileSize: expectedSize ?? BigInt(0),
+        folderId,
+        totalChunks,
+        isComplete: false,
+      },
+    });
+    await updateFolderTimestampsRecursively(folderId);
+    return serializeFile(created) as unknown as CloudFile;
+  },
+
+  async appendFileChunk(fileId: number, seq: number, data: Buffer) {
+    try {
+      await db.cloudFileChunk.create({ data: { fileId, seq, data } });
+    } catch (err: any) {
+      // idempotent: ignore duplicate chunk constraint
+      if (
+        err?.code === "P2002" ||
+        err?.message?.includes("Unique constraint failed")
+      ) {
+        return;
+      }
+      throw err;
+    }
+  },
+
+  async finalizeFileUpload(fileId: number) {
+    const chunks = await db.cloudFileChunk.findMany({ where: { fileId } });
+    if (!chunks.length) throw new Error("No chunks uploaded");
+
+    // compute total size
+    let total = 0;
+    for (const c of chunks) total += c.data.length;
+
+    // transactionally update file and read folderId
+    const updated = await db.$transaction(async (tx) => {
+      await tx.cloudFile.update({
+        where: { id: fileId },
+        data: { fileSize: BigInt(total), isComplete: true },
+      });
+      return tx.cloudFile.findUnique({
+        where: { id: fileId },
+        select: { folderId: true },
+      });
+    });
+
+    const folderId = (updated as any)?.folderId ?? null;
+    await updateFolderTimestampsRecursively(folderId);
+
+    return { ok: true, size: BigInt(total).toString() };
+  },
+
+  async deleteFile(fileId: number) {
+    try {
+      const file = await db.cloudFile.findUnique({
+        where: { id: fileId },
+        select: { folderId: true },
+      });
+      if (!file) return false;
+      const folderId = file.folderId ?? null;
+      await db.cloudFile.delete({ where: { id: fileId } });
+      await updateFolderTimestampsRecursively(folderId);
+      return true;
+    } catch (err: any) {
+      if (err?.code === "P2025") return false;
+      throw err;
+    }
+  },
+
+  async updateFile(
+    id: number,
+    updates: Partial<Pick<CloudFile, "name" | "mimeType" | "folderId">>
+  ) {
+    try {
+      let prevFolderId: number | null = null;
+      if (updates.folderId !== undefined) {
+        const f = await db.cloudFile.findUnique({
+          where: { id },
+          select: { folderId: true },
+        });
+        prevFolderId = f?.folderId ?? null;
+      }
+
+      const updated = await db.cloudFile.update({
+        where: { id },
+        data: updates,
+      });
+
+      // touch affected folders
+      if (updates.folderId !== undefined) {
+        await updateFolderTimestampsRecursively(updates.folderId ?? null);
+        if (
+          prevFolderId != null &&
+          prevFolderId !== (updates.folderId ?? null)
+        ) {
+          await updateFolderTimestampsRecursively(prevFolderId);
+        }
+      } else {
+        const f = await db.cloudFile.findUnique({
+          where: { id },
+          select: { folderId: true },
+        });
+        await updateFolderTimestampsRecursively(f?.folderId ?? null);
+      }
+
+      return serializeFile(updated) as unknown as CloudFile;
+    } catch (err) {
+      throw err;
+    }
+  },
+
+  async renameFile(id: number, name: string) {
+    try {
+      const updated = await db.cloudFile.update({
+        where: { id },
+        data: { name },
+      });
+      const f = await db.cloudFile.findUnique({
+        where: { id },
+        select: { folderId: true },
+      });
+      await updateFolderTimestampsRecursively(f?.folderId ?? null);
+      return serializeFile(updated) as unknown as CloudFile;
+    } catch (err) {
+      throw err;
+    }
+  },
+
+  async countFilesInFolder(folderId: number | null) {
+    return db.cloudFile.count({ where: { folderId } });
+  },
+
+  async countFiles(filter?: {
+    userId?: number;
+    nameContains?: string | null;
+    mimeType?: string | null;
+  }) {
+    const where: any = {};
+    if (filter?.userId) where.userId = filter.userId;
+    if (filter?.nameContains)
+      where.name = { contains: filter.nameContains, mode: "insensitive" };
+    if (filter?.mimeType)
+      where.mimeType = { startsWith: filter.mimeType, mode: "insensitive" };
+    return db.cloudFile.count({ where });
+  },
+
+  // --- SEARCH ---
+  async searchFolders(
+    q: string,
+    limit = 20,
+    offset = 0,
+    parentId?: number | null
+  ) {
+    // Build where clause
+    const where: any = {
+      name: { contains: q, mode: "insensitive" },
+    };
+
+    // If parentId is explicitly provided:
+    // - parentId === null -> top-level folders (parent IS NULL)
+    // - parentId === number -> children of that folder
+    // If parentId is undefined -> search across all folders (no parent filter)
+    if (parentId !== undefined) {
+      where.parentId = parentId;
+    }
+
+    const [folders, total] = await Promise.all([
+      db.cloudFolder.findMany({
+        where,
+        orderBy: { name: "asc" },
+        skip: offset,
+        take: limit,
+      }),
+      db.cloudFolder.count({
+        where,
+      }),
+    ]);
+    return { data: folders as unknown as CloudFolder[], total };
+  },
+
+  async searchFiles(
+    q: string,
+    type: string | undefined,
+    limit = 20,
+    offset = 0
+  ) {
+    const where: any = {};
+    if (q) where.name = { contains: q, mode: "insensitive" };
+    if (type) {
+      if (!type.includes("/"))
+        where.mimeType = { startsWith: `${type}/`, mode: "insensitive" };
+      else where.mimeType = { startsWith: type, mode: "insensitive" };
+    }
+
+    const [files, total] = await Promise.all([
+      db.cloudFile.findMany({
+        where,
+        orderBy: { createdAt: "desc" },
+        skip: offset,
+        take: limit,
+        select: {
+          id: true,
+          name: true,
+          mimeType: true,
+          fileSize: true,
+          folderId: true,
+          isComplete: true,
+          createdAt: true,
+          updatedAt: true,
+        },
+      }),
+      db.cloudFile.count({ where }),
+    ]);
+
+    return { data: files.map(serializeFile) as unknown as CloudFile[], total };
+  },
+
+  // --- STREAM ---
+  async streamFileTo(resStream: NodeJS.WritableStream, fileId: number) {
+    const batchSize = 100;
+    let offset = 0;
+    while (true) {
+      const chunks = await db.cloudFileChunk.findMany({
+        where: { fileId },
+        orderBy: { seq: "asc" },
+        take: batchSize,
+        skip: offset,
+      });
+      if (!chunks.length) break;
+      for (const c of chunks) resStream.write(Buffer.from(c.data));
+      offset += chunks.length;
+      if (chunks.length < batchSize) break;
+    }
+  },
+};
+
+export default cloudStorageStorage;

apps/Backend/src/storage/database-backup-storage.ts

@@ -0,0 +1,113 @@
+import { DatabaseBackup, BackupDestination } from "@repo/db/types";
+import { prisma as db } from "@repo/db/client";
+
+export interface IStorage {
+  // Database Backup methods
+  createBackup(userId: number): Promise<DatabaseBackup>;
+  getLastBackup(userId: number): Promise<DatabaseBackup | null>;
+  getBackups(userId: number, limit?: number): Promise<DatabaseBackup[]>;
+  deleteBackups(userId: number): Promise<number>; // clears all for user
+
+  // ==============================
+  // Backup Destination methods
+  // ==============================
+  createBackupDestination(
+    userId: number,
+    path: string
+  ): Promise<BackupDestination>;
+
+  getActiveBackupDestination(
+    userId: number
+  ): Promise<BackupDestination | null>;
+
+  getAllBackupDestination(
+    userId: number
+  ): Promise<BackupDestination[]>;
+
+  updateBackupDestination(
+    id: number,
+    userId: number,
+    path: string
+  ): Promise<BackupDestination>;
+
+  deleteBackupDestination(
+    id: number,
+    userId: number
+  ): Promise<BackupDestination>;
+}
+
+export const databaseBackupStorage: IStorage = {
+  // ==============================
+  // Database Backup methods
+  // ==============================
+  async createBackup(userId) {
+    return await db.databaseBackup.create({ data: { userId } });
+  },
+
+  async getLastBackup(userId) {
+    return await db.databaseBackup.findFirst({
+      where: { userId },
+      orderBy: { createdAt: "desc" },
+    });
+  },
+
+  async getBackups(userId, limit = 10) {
+    return await db.databaseBackup.findMany({
+      where: { userId },
+      orderBy: { createdAt: "desc" },
+      take: limit,
+    });
+  },
+
+  async deleteBackups(userId) {
+    const result = await db.databaseBackup.deleteMany({ where: { userId } });
+    return result.count;
+  },
+
+  // ==============================
+  // Backup Destination methods
+  // ==============================
+  async createBackupDestination(userId, path) {
+    // deactivate existing destination
+    await db.backupDestination.updateMany({
+      where: { userId },
+      data: { isActive: false },
+    });
+
+    return db.backupDestination.create({
+      data: { userId, path },
+    });
+  },
+
+  async getActiveBackupDestination(userId) {
+    return db.backupDestination.findFirst({
+      where: { userId, isActive: true },
+    });
+  },
+
+  async getAllBackupDestination(userId) {
+    return db.backupDestination.findMany({
+      where: { userId },
+      orderBy: { createdAt: "desc" },
+    });
+  },
+
+  async updateBackupDestination(id, userId, path) {
+    // optional: make this one active
+    await db.backupDestination.updateMany({
+      where: { userId },
+      data: { isActive: false },
+    });
+
+    return db.backupDestination.update({
+      where: { id, userId },
+      data: { path, isActive: true },
+    });
+  },
+
+  async deleteBackupDestination(id, userId) {
+    return db.backupDestination.delete({
+      where: { id, userId },
+    });
+  },
+};

apps/Backend/src/storage/export-payments-reports-storage.ts

@@ -0,0 +1,140 @@
+import { storage } from "../storage";
+import { getPatientFinancialRowsFn } from "./patients-storage";
+import { GetPatientBalancesResult } from "@repo/db/types";
+
+type PatientSummaryRow = {
+  patientId: number;
+  firstName: string | null;
+  lastName: string | null;
+  currentBalance: number;
+};
+
+/**
+ * Page through storage.getPatientsWithBalances to return the full list (not paginated).
+ * Uses the same filters (from/to) as the existing queries.
+ */
+export async function fetchAllPatientsWithBalances(
+  from?: Date | null,
+  to?: Date | null,
+  pageSize = 500
+): Promise<PatientSummaryRow[]> {
+  const all: PatientSummaryRow[] = [];
+  let cursor: string | null = null;
+  while (true) {
+    const page: GetPatientBalancesResult =
+      await storage.getPatientsWithBalances(pageSize, cursor, from, to);
+    if (!page) break;
+    if (Array.isArray(page.balances) && page.balances.length) {
+      for (const b of page.balances) {
+        all.push({
+          patientId: Number(b.patientId),
+          firstName: b.firstName ?? null,
+          lastName: b.lastName ?? null,
+          currentBalance: Number(b.currentBalance ?? 0),
+        });
+      }
+    }
+    if (!page.hasMore || !page.nextCursor) break;
+    cursor = page.nextCursor;
+  }
+  return all;
+}
+
+/**
+ * Page through storage.getPatientsBalancesByDoctor to return full patient list for the staff.
+ */
+export async function fetchAllPatientsForDoctor(
+  staffId: number,
+  from?: Date | null,
+  to?: Date | null,
+  pageSize = 500
+): Promise<PatientSummaryRow[]> {
+  const all: PatientSummaryRow[] = [];
+  let cursor: string | null = null;
+  while (true) {
+    const page: GetPatientBalancesResult =
+      await storage.getPatientsBalancesByDoctor(
+        staffId,
+        pageSize,
+        cursor,
+        from,
+        to
+      );
+    if (!page) break;
+    if (Array.isArray(page.balances) && page.balances.length) {
+      for (const b of page.balances) {
+        all.push({
+          patientId: Number(b.patientId),
+          firstName: b.firstName ?? null,
+          lastName: b.lastName ?? null,
+          currentBalance: Number(b.currentBalance ?? 0),
+        });
+      }
+    }
+    if (!page.hasMore || !page.nextCursor) break;
+    cursor = page.nextCursor;
+  }
+  return all;
+}
+
+/**
+ * For each patient, call the existing function to fetch full financial rows.
+ * This uses your existing getPatientFinancialRowsFn which returns { rows, totalCount }.
+ *
+ * The function returns an array of:
+ * { patientId, firstName, lastName, currentBalance, financialRows: Array<{ type, date, procedureCode, billed, paid, adjusted, totalDue, status }> }
+ */
+export async function buildExportRowsForPatients(
+  patients: PatientSummaryRow[],
+  perPatientLimit = 5000
+) {
+  const out: Array<any> = [];
+
+  for (const p of patients) {
+    const patientId = Number(p.patientId);
+    const { rows } = await getPatientFinancialRowsFn(
+      patientId,
+      perPatientLimit,
+      0
+    ); // returns rows array similarly to your earlier code
+
+    const frs = rows.flatMap((r: any) => {
+      const svc = r.service_lines ?? [];
+      if (svc.length > 0) {
+        return svc.map((sl: any) => ({
+          type: r.type,
+          date: r.date ? new Date(r.date).toLocaleDateString() : "",
+          procedureCode: String(sl.procedureCode ?? "-"),
+          billed: Number(sl.totalBilled ?? 0),
+          paid: Number(sl.totalPaid ?? 0),
+          adjusted: Number(sl.totalAdjusted ?? 0),
+          totalDue: Number(sl.totalDue ?? 0),
+          status: sl.status ?? r.status ?? "",
+        }));
+      } else {
+        return [
+          {
+            type: r.type,
+            date: r.date ? new Date(r.date).toLocaleDateString() : "",
+            procedureCode: "-",
+            billed: Number(r.total_billed ?? r.totalBilled ?? 0),
+            paid: Number(r.total_paid ?? r.totalPaid ?? 0),
+            adjusted: Number(r.total_adjusted ?? r.totalAdjusted ?? 0),
+            totalDue: Number(r.total_due ?? r.totalDue ?? 0),
+            status: r.status ?? "",
+          },
+        ];
+      }
+    });
+
+    out.push({
+      patientId,
+      firstName: p.firstName,
+      lastName: p.lastName,
+      currentBalance: Number(p.currentBalance ?? 0),
+      financialRows: frs,
+    });
+  }
+
+  return out;
+}

apps/Backend/src/storage/general-pdf-storage.ts

@@ -0,0 +1,218 @@
+import { PdfFile, PdfGroup } from "@repo/db/types";
+import { prisma as db } from "@repo/db/client";
+import { PdfTitleKey } from "@repo/db/generated/prisma";
+
+export interface IStorage {
+  // General PDF Methods
+  createPdfFile(
+    groupId: number,
+    filename: string,
+    pdfData: Buffer
+  ): Promise<PdfFile>;
+  getPdfFileById(id: number): Promise<PdfFile | undefined>;
+  getPdfFilesByGroupId(
+    groupId: number,
+    opts?: { limit?: number; offset?: number; withGroup?: boolean }
+  ): Promise<PdfFile[] | { total: number; data: PdfFile[] }>;
+  getRecentPdfFiles(limit: number, offset: number): Promise<PdfFile[]>;
+  deletePdfFile(id: number): Promise<boolean>;
+  updatePdfFile(
+    id: number,
+    updates: Partial<Pick<PdfFile, "filename" | "pdfData">>
+  ): Promise<PdfFile | undefined>;
+
+  // PDF Group management
+  createPdfGroup(
+    patientId: number,
+    title: string,
+    titleKey: PdfTitleKey
+  ): Promise<PdfGroup>;
+  findPdfGroupByPatientTitleKey(
+    patientId: number,
+    titleKey: PdfTitleKey
+  ): Promise<PdfGroup | undefined>;
+  getAllPdfGroups(): Promise<PdfGroup[]>;
+  getPdfGroupById(id: number): Promise<PdfGroup | undefined>;
+  getPdfGroupsByPatientId(patientId: number): Promise<PdfGroup[]>;
+  updatePdfGroup(
+    id: number,
+    updates: Partial<Pick<PdfGroup, "title">>
+  ): Promise<PdfGroup | undefined>;
+  deletePdfGroup(id: number): Promise<boolean>;
+}
+
+export const generalPdfStorage: IStorage = {
+  // PDF Files
+  async createPdfFile(groupId, filename, pdfData) {
+    return db.pdfFile.create({
+      data: {
+        groupId,
+        filename,
+        pdfData,
+      },
+    });
+  },
+
+  async getAllPdfGroups(): Promise<PdfGroup[]> {
+    return db.pdfGroup.findMany({
+      orderBy: {
+        createdAt: "desc",
+      },
+    });
+  },
+
+  async getPdfFileById(id) {
+    return (await db.pdfFile.findUnique({ where: { id } })) ?? undefined;
+  },
+
+  /**
+   * getPdfFilesByGroupId: supports
+   * - getPdfFilesByGroupId(groupId) => Promise<PdfFile[]>
+   * - getPdfFilesByGroupId(groupId, { limit, offset }) => Promise<{ total, data }>
+   * - getPdfFilesByGroupId(groupId, { limit, offset, withGroup: true }) => Promise<{ total, data: PdfFileWithGroup[] }>
+   */
+  async getPdfFilesByGroupId(groupId, opts) {
+    // if pagination is requested (limit provided) return total + page
+    const wantsPagination =
+      !!opts &&
+      (typeof opts.limit === "number" || typeof opts.offset === "number");
+
+    if (wantsPagination) {
+      const limit = Math.min(Number(opts?.limit ?? 5), 1000);
+      const offset = Number(opts?.offset ?? 0);
+
+      if (opts?.withGroup) {
+        // return total + data with group included
+        const [total, data] = await Promise.all([
+          db.pdfFile.count({ where: { groupId } }),
+          db.pdfFile.findMany({
+            where: { groupId },
+            orderBy: { uploadedAt: "desc" },
+            take: limit,
+            skip: offset,
+            include: { group: true }, // only include
+          }),
+        ]);
+
+        return { total, data };
+      } else {
+        // return total + data with limited fields via select
+        const [total, data] = await Promise.all([
+          db.pdfFile.count({ where: { groupId } }),
+          db.pdfFile.findMany({
+            where: { groupId },
+            orderBy: { uploadedAt: "desc" },
+            take: limit,
+            skip: offset,
+            select: { id: true, filename: true, uploadedAt: true }, // only select
+          }),
+        ]);
+
+        // Note: selected shape won't have all PdfFile fields; cast if needed
+        return { total, data: data as unknown as PdfFile[] };
+      }
+    }
+
+    // non-paginated: return all files (keep descending order)
+    if (opts?.withGroup) {
+      const all = await db.pdfFile.findMany({
+        where: { groupId },
+        orderBy: { uploadedAt: "desc" },
+        include: { group: true },
+      });
+      return all as PdfFile[];
+    } else {
+      const all = await db.pdfFile.findMany({
+        where: { groupId },
+        orderBy: { uploadedAt: "desc" },
+        // no select or include -> returns full PdfFile
+      });
+      return all as PdfFile[];
+    }
+  },
+
+  async getRecentPdfFiles(limit: number, offset: number): Promise<PdfFile[]> {
+    return db.pdfFile.findMany({
+      skip: offset,
+      take: limit,
+      orderBy: { uploadedAt: "desc" },
+      include: { group: true },
+    });
+  },
+
+  async updatePdfFile(id, updates) {
+    try {
+      return await db.pdfFile.update({
+        where: { id },
+        data: updates,
+      });
+    } catch {
+      return undefined;
+    }
+  },
+
+  async deletePdfFile(id) {
+    try {
+      await db.pdfFile.delete({ where: { id } });
+      return true;
+    } catch {
+      return false;
+    }
+  },
+
+  // ----------------------
+  // PdfGroup CRUD
+  // ----------------------
+
+  async createPdfGroup(patientId, title, titleKey) {
+    return db.pdfGroup.create({
+      data: {
+        patientId,
+        title,
+        titleKey,
+      },
+    });
+  },
+
+  async findPdfGroupByPatientTitleKey(patientId, titleKey) {
+    return (
+      (await db.pdfGroup.findFirst({
+        where: {
+          patientId,
+          titleKey,
+        },
+      })) ?? undefined
+    );
+  },
+
+  async getPdfGroupById(id) {
+    return (await db.pdfGroup.findUnique({ where: { id } })) ?? undefined;
+  },
+
+  async getPdfGroupsByPatientId(patientId) {
+    return db.pdfGroup.findMany({
+      where: { patientId },
+      orderBy: { createdAt: "desc" },
+    });
+  },
+
+  async updatePdfGroup(id, updates) {
+    try {
+      return await db.pdfGroup.update({
+        where: { id },
+        data: updates,
+      });
+    } catch {
+      return undefined;
+    }
+  },
+
+  async deletePdfGroup(id) {
+    try {
+      await db.pdfGroup.delete({ where: { id } });
+      return true;
+    } catch {
+      return false;
+    }
+  },
+};

apps/Backend/src/storage/index.ts

@@ -0,0 +1,41 @@
+
+
+import { usersStorage } from './users-storage';
+import { patientsStorage } from './patients-storage';
+import { appointmentsStorage } from './appointments-storage';
+import { appointmentProceduresStorage } from './appointment-procedures-storage';
+import { staffStorage } from './staff-storage';
+import { npiProviderStorage } from './npi-providers-storage';
+import { claimsStorage } from './claims-storage';
+import { insuranceCredsStorage } from './insurance-creds-storage';
+import { generalPdfStorage } from './general-pdf-storage';
+import { paymentsStorage } from './payments-storage';
+import { databaseBackupStorage } from './database-backup-storage';
+import { notificationsStorage } from './notifications-storage';
+import { cloudStorageStorage } from './cloudStorage-storage';
+import { paymentsReportsStorage } from './payments-reports-storage';
+import { patientDocumentsStorage } from './patientDocuments-storage';
+import * as exportPaymentsReportsStorage from "./export-payments-reports-storage";
+
+
+export const storage = {
+  ...usersStorage,
+  ...patientsStorage,
+  ...appointmentsStorage,
+  ...appointmentProceduresStorage,
+  ...staffStorage,
+  ...npiProviderStorage,
+  ...claimsStorage,
+  ...insuranceCredsStorage,
+  ...generalPdfStorage,
+  ...paymentsStorage,
+  ...databaseBackupStorage,
+  ...notificationsStorage,
+  ...cloudStorageStorage,
+  ...paymentsReportsStorage,
+  ...patientDocumentsStorage,
+  ...exportPaymentsReportsStorage, 
+
+};
+
+export default storage;

apps/Backend/src/storage/insurance-creds-storage.ts

@@ -0,0 +1,63 @@
+import { InsertInsuranceCredential, InsuranceCredential } from "@repo/db/types";
+import { prisma as db } from "@repo/db/client";
+
+export interface IStorage {
+  getInsuranceCredential(id: number): Promise<InsuranceCredential | null>;
+  getInsuranceCredentialsByUser(userId: number): Promise<InsuranceCredential[]>;
+  createInsuranceCredential(
+    data: InsertInsuranceCredential
+  ): Promise<InsuranceCredential>;
+  updateInsuranceCredential(
+    id: number,
+    updates: Partial<InsuranceCredential>
+  ): Promise<InsuranceCredential | null>;
+  deleteInsuranceCredential(userId: number, id: number): Promise<boolean>;
+  getInsuranceCredentialByUserAndSiteKey(
+    userId: number,
+    siteKey: string
+  ): Promise<InsuranceCredential | null>;
+}
+
+export const insuranceCredsStorage: IStorage = {
+  async getInsuranceCredential(id: number) {
+    return await db.insuranceCredential.findUnique({ where: { id } });
+  },
+
+  async getInsuranceCredentialsByUser(userId: number) {
+    return await db.insuranceCredential.findMany({ where: { userId } });
+  },
+
+  async createInsuranceCredential(data: InsertInsuranceCredential) {
+    return await db.insuranceCredential.create({
+      data: data as InsuranceCredential,
+    });
+  },
+
+  async updateInsuranceCredential(
+    id: number,
+    updates: Partial<InsuranceCredential>
+  ) {
+    return await db.insuranceCredential.update({
+      where: { id },
+      data: updates,
+    });
+  },
+
+  async deleteInsuranceCredential(userId: number, id: number) {
+    try {
+      await db.insuranceCredential.delete({ where: { userId, id } });
+      return true;
+    } catch {
+      return false;
+    }
+  },
+
+  async getInsuranceCredentialByUserAndSiteKey(
+    userId: number,
+    siteKey: string
+  ): Promise<InsuranceCredential | null> {
+    return await db.insuranceCredential.findFirst({
+      where: { userId, siteKey },
+    });
+  },
+};

apps/Backend/src/storage/notifications-storage.ts

@@ -0,0 +1,80 @@
+import { Notification, NotificationTypes } from "@repo/db/types";
+import { prisma as db } from "@repo/db/client";
+
+export interface IStorage {
+  // Notification methods
+  createNotification(
+    userId: number,
+    type: NotificationTypes,
+    message: string
+  ): Promise<Notification>;
+  getNotifications(
+    userId: number,
+    limit?: number,
+    offset?: number
+  ): Promise<Notification[]>;
+  markNotificationRead(
+    userId: number,
+    notificationId: number
+  ): Promise<boolean>;
+  markAllNotificationsRead(userId: number): Promise<number>;
+  deleteNotificationsByType(
+    userId: number,
+    type: NotificationTypes
+  ): Promise<number>;
+  deleteAllNotifications(userId: number): Promise<number>;
+}
+
+export const notificationsStorage: IStorage = {
+  // ==============================
+  // Notification methods
+  // ==============================
+  async createNotification(userId, type, message) {
+    return await db.notification.create({
+      data: { userId, type, message },
+    });
+  },
+
+  async getNotifications(
+    userId: number,
+    limit = 50,
+    offset = 0
+  ): Promise<Notification[]> {
+    return await db.notification.findMany({
+      where: { userId },
+      orderBy: { createdAt: "desc" },
+      take: limit,
+      skip: offset,
+    });
+  },
+
+  async markNotificationRead(userId, notificationId) {
+    const result = await db.notification.updateMany({
+      where: { id: notificationId, userId },
+      data: { read: true },
+    });
+    return result.count > 0;
+  },
+
+  async markAllNotificationsRead(userId) {
+    const result = await db.notification.updateMany({
+      where: { userId },
+      data: { read: true },
+    });
+    return result.count;
+  },
+
+  async deleteNotificationsByType(userId, type) {
+    const result = await db.notification.deleteMany({
+      where: { userId, type },
+    });
+    return result.count;
+  },
+
+  async deleteAllNotifications(userId: number): Promise<number> {
+    const result = await db.notification.deleteMany({
+      where: { userId },
+    });
+    return result.count;
+  },
+};

apps/Backend/src/storage/npi-providers-storage.ts

@@ -0,0 +1,50 @@
+import { prisma as db } from "@repo/db/client";
+import { InsertNpiProvider, NpiProvider } from "@repo/db/types";
+
+export interface INpiProviderStorage {
+  getNpiProvider(id: number): Promise<NpiProvider | null>;
+  getNpiProvidersByUser(userId: number): Promise<NpiProvider[]>;
+  createNpiProvider(data: InsertNpiProvider): Promise<NpiProvider>;
+  updateNpiProvider(
+    id: number,
+    updates: Partial<NpiProvider>,
+  ): Promise<NpiProvider | null>;
+  deleteNpiProvider(userId: number, id: number): Promise<boolean>;
+}
+
+export const npiProviderStorage: INpiProviderStorage = {
+  async getNpiProvider(id: number) {
+    return db.npiProvider.findUnique({ where: { id } });
+  },
+
+  async getNpiProvidersByUser(userId: number) {
+    return db.npiProvider.findMany({
+      where: { userId },
+      orderBy: { createdAt: "desc" },
+    });
+  },
+
+  async createNpiProvider(data: InsertNpiProvider) {
+    return db.npiProvider.create({
+      data: data as NpiProvider,
+    });
+  },
+
+  async updateNpiProvider(id: number, updates: Partial<NpiProvider>) {
+    return db.npiProvider.update({
+      where: { id },
+      data: updates,
+    });
+  },
+
+  async deleteNpiProvider(userId: number, id: number) {
+    try {
+      await db.npiProvider.delete({
+        where: { id, userId },
+      });
+      return true;
+    } catch {
+      return false;
+    }
+  },
+};

apps/Backend/src/storage/patientDocuments-storage.ts

@@ -0,0 +1,179 @@
+import { PatientDocument, CreatePatientDocument } from "@repo/db/types";
+import { prisma as db } from "@repo/db/client";
+import path from "path";
+import fs from "fs/promises";
+import { randomBytes } from "crypto";
+
+const UPLOAD_DIR = path.join(process.cwd(), "uploads", "patient-documents");
+
+// Get local file path from URL
+const getLocalFilePath = (fileUrl: string): string => {
+  const filename = fileUrl.split('/').pop() || '';
+  return path.join(UPLOAD_DIR, filename);
+};
+
+// Get the base URL for serving files
+const getBaseUrl = (): string => {
+  // For development, use localhost instead of 0.0.0.0
+  const host = process.env.HOST === '0.0.0.0' ? 'localhost' : (process.env.HOST || 'localhost');
+  const port = process.env.PORT || '5000';
+  const protocol = process.env.NODE_ENV === 'production' ? 'https' : 'http';
+  return `${protocol}://${host}:${port}`;
+};
+
+// Ensure upload directory exists
+const ensureUploadDir = async () => {
+  try {
+    await fs.access(UPLOAD_DIR);
+  } catch {
+    await fs.mkdir(UPLOAD_DIR, { recursive: true });
+  }
+};
+
+// Generate unique filename
+const generateUniqueFilename = (originalName: string): string => {
+  const ext = path.extname(originalName);
+  const name = path.basename(originalName, ext);
+  const timestamp = Date.now();
+  const random = randomBytes(4).toString("hex");
+  return `${name}-${timestamp}-${random}${ext}`;
+};
+
+export const patientDocumentsStorage = {
+  // Create a new patient document
+  createPatientDocument: async (
+    patientId: number,
+    filename: string,
+    originalName: string,
+    mimeType: string,
+    fileSize: number,
+    buffer: Buffer
+  ): Promise<PatientDocument> => {
+    await ensureUploadDir();
+    
+    const uniqueFilename = generateUniqueFilename(filename);
+    const localFilePath = path.join(UPLOAD_DIR, uniqueFilename);
+    
+    // Save file to disk
+    await fs.writeFile(localFilePath, buffer);
+    
+    // Create the full URL for accessing the file using the uploads directory structure
+    const fileUrl = `${getBaseUrl()}/uploads/patient-documents/${uniqueFilename}`;
+    
+    // Create database record with full URL
+    const document = await db.patientDocument.create({
+      data: {
+        patientId,
+        filename: uniqueFilename,
+        originalName,
+        mimeType,
+        fileSize: BigInt(fileSize),
+        filePath: fileUrl, // Store the full URL instead of local path
+      },
+    });
+    
+    return document;
+  },
+
+  // Get all documents for a patient
+  getDocumentsByPatientId: async (patientId: number): Promise<PatientDocument[]> => {
+    return await db.patientDocument.findMany({
+      where: { patientId },
+      orderBy: { uploadedAt: "desc" },
+    });
+  },
+
+  // Get a specific document by ID
+  getDocumentById: async (id: number): Promise<PatientDocument | null> => {
+    return await db.patientDocument.findUnique({
+      where: { id },
+      include: {
+        patient: {
+          select: {
+            firstName: true,
+            lastName: true,
+          },
+        },
+      },
+    });
+  },
+
+  // Get document file content
+  getDocumentFile: async (id: number): Promise<{ buffer: Buffer; document: PatientDocument } | null> => {
+    const document = await db.patientDocument.findUnique({
+      where: { id },
+    });
+    
+    if (!document) {
+      return null;
+    }
+    
+    try {
+      // Get local file path from the stored URL
+      const localFilePath = getLocalFilePath(document.filePath);
+      const buffer = await fs.readFile(localFilePath);
+      return { buffer, document };
+    } catch (error) {
+      console.error("Error reading file:", error);
+      return null;
+    }
+  },
+
+  // Delete a document
+  deleteDocument: async (id: number): Promise<boolean> => {
+    const document = await db.patientDocument.findUnique({
+      where: { id },
+    });
+    
+    if (!document) {
+      return false;
+    }
+    
+    try {
+      // Get local file path from the stored URL
+      const localFilePath = getLocalFilePath(document.filePath);
+      
+      // Delete file from disk
+      await fs.unlink(localFilePath);
+      
+      // Delete database record
+      await db.patientDocument.delete({
+        where: { id },
+      });
+      
+      return true;
+    } catch (error) {
+      console.error("Error deleting document:", error);
+      return false;
+    }
+  },
+
+  // Update document metadata
+  updateDocument: async (id: number, data: Partial<CreatePatientDocument>): Promise<PatientDocument | null> => {
+    return await db.patientDocument.update({
+      where: { id },
+      data,
+    });
+  },
+
+  // Get documents with pagination
+  getDocumentsByPatientIdPaginated: async (
+    patientId: number,
+    limit: number,
+    offset: number
+  ): Promise<{ documents: PatientDocument[]; total: number }> => {
+    const [documents, total] = await Promise.all([
+      db.patientDocument.findMany({
+        where: { patientId },
+        orderBy: { uploadedAt: "desc" },
+        skip: offset,
+        take: limit,
+      }),
+      db.patientDocument.count({
+        where: { patientId },
+      }),
+    ]);
+    
+    return { documents, total };
+  },
+};

apps/Backend/src/storage/patients-storage.ts

@@ -0,0 +1,287 @@
+import {
+  FinancialRow,
+  InsertPatient,
+  Patient,
+  UpdatePatient,
+} from "@repo/db/types";
+import { prisma as db } from "@repo/db/client";
+
+export interface IStorage {
+  // Patient methods
+  getPatient(id: number): Promise<Patient | undefined>;
+  getPatientByInsuranceId(insuranceId: string): Promise<Patient | null>;
+  getPatientsByUserId(userId: number): Promise<Patient[]>;
+  getRecentPatients(limit: number, offset: number): Promise<Patient[]>;
+  getPatientsByIds(ids: number[]): Promise<Patient[]>;
+  createPatient(patient: InsertPatient): Promise<Patient>;
+  updatePatient(id: number, patient: UpdatePatient): Promise<Patient>;
+  deletePatient(id: number): Promise<void>;
+  searchPatients(args: {
+    filters: any;
+    limit: number;
+    offset: number;
+  }): Promise<
+    {
+      id: number;
+      firstName: string | null;
+      lastName: string | null;
+      phone: string | null;
+      gender: string | null;
+      dateOfBirth: Date;
+      insuranceId: string | null;
+      insuranceProvider: string | null;
+      status: string;
+    }[]
+  >;
+  getTotalPatientCount(): Promise<number>;
+  countPatients(filters: any): Promise<number>; // optional but useful
+  getPatientFinancialRows(
+    patientId: number,
+    limit?: number,
+    offset?: number
+  ): Promise<{ rows: any[]; totalCount: number }>;
+}
+
+export const patientsStorage: IStorage = {
+  // Patient methods
+  async getPatient(id: number): Promise<Patient | undefined> {
+    const patient = await db.patient.findUnique({ where: { id } });
+    return patient ?? undefined;
+  },
+
+  async getPatientsByUserId(userId: number): Promise<Patient[]> {
+    return await db.patient.findMany({ where: { userId } });
+  },
+
+  async getPatientByInsuranceId(insuranceId: string): Promise<Patient | null> {
+    return db.patient.findFirst({
+      where: { insuranceId },
+    });
+  },
+
+  async getRecentPatients(limit: number, offset: number): Promise<Patient[]> {
+    return db.patient.findMany({
+      skip: offset,
+      take: limit,
+      orderBy: { createdAt: "desc" },
+    });
+  },
+
+  async getPatientsByIds(ids: number[]): Promise<Patient[]> {
+    if (!ids || ids.length === 0) return [];
+    const uniqueIds = Array.from(new Set(ids));
+    return db.patient.findMany({
+      where: { id: { in: uniqueIds } },
+      select: {
+        id: true,
+        firstName: true,
+        lastName: true,
+        phone: true,
+        email: true,
+        dateOfBirth: true,
+        gender: true,
+        insuranceId: true,
+        insuranceProvider: true,
+        status: true,
+        userId: true,
+        createdAt: true,
+      },
+    });
+  },
+
+  async createPatient(patient: InsertPatient): Promise<Patient> {
+    return await db.patient.create({ data: patient as Patient });
+  },
+
+  async updatePatient(id: number, updateData: UpdatePatient): Promise<Patient> {
+    try {
+      return await db.patient.update({
+        where: { id },
+        data: updateData as Patient,
+      });
+    } catch (err) {
+      throw new Error(`Patient with ID ${id} not found`);
+    }
+  },
+
+  async deletePatient(id: number): Promise<void> {
+    try {
+      await db.patient.delete({ where: { id } });
+    } catch (err) {
+      console.error("Error deleting patient:", err);
+      throw new Error(`Failed to delete patient: ${err}`);
+    }
+  },
+
+  async searchPatients({
+    filters,
+    limit,
+    offset,
+  }: {
+    filters: any;
+    limit: number;
+    offset: number;
+  }) {
+    return db.patient.findMany({
+      where: filters,
+      orderBy: { createdAt: "desc" },
+      take: limit,
+      skip: offset,
+      select: {
+        id: true,
+        firstName: true,
+        lastName: true,
+        phone: true,
+        gender: true,
+        dateOfBirth: true,
+        insuranceId: true,
+        insuranceProvider: true,
+        status: true,
+      },
+    });
+  },
+
+  async getTotalPatientCount(): Promise<number> {
+    return db.patient.count();
+  },
+
+  async countPatients(filters: any) {
+    return db.patient.count({ where: filters });
+  },
+
+  async getPatientFinancialRows(patientId: number, limit = 50, offset = 0) {
+    return getPatientFinancialRowsFn(patientId, limit, offset);
+  },
+};
+
+export const getPatientFinancialRowsFn = async (
+  patientId: number,
+  limit = 50,
+  offset = 0
+): Promise<{ rows: FinancialRow[]; totalCount: number }> => {
+  try {
+    // Count claims and orphan payments
+    const [[{ count_claims }], [{ count_orphan_payments }]] =
+      (await Promise.all([
+        db.$queryRaw`SELECT COUNT(1) AS count_claims FROM "Claim" c WHERE c."patientId" = ${patientId}`,
+        db.$queryRaw`SELECT COUNT(1) AS count_orphan_payments FROM "Payment" p WHERE p."patientId" = ${patientId} AND p."claimId" IS NULL`,
+      ])) as any;
+
+    const totalCount =
+      Number(count_claims ?? 0) + Number(count_orphan_payments ?? 0);
+
+    const rawRows = (await db.$queryRaw`
+      WITH claim_rows AS (
+        SELECT
+          'CLAIM'::text AS type,
+          c.id,
+          COALESCE(c."serviceDate", c."createdAt")::timestamptz AS date,
+          c."createdAt"::timestamptz AS created_at,
+          c.status::text AS status,
+          COALESCE(sum(sl."totalBilled")::numeric::text, '0') AS total_billed,
+          COALESCE(sum(sl."totalPaid")::numeric::text, '0') AS total_paid,
+          COALESCE(sum(sl."totalAdjusted")::numeric::text, '0') AS total_adjusted,
+          COALESCE(sum(sl."totalDue")::numeric::text, '0') AS total_due,
+          (
+            SELECT (pat."firstName" || ' ' || pat."lastName") FROM "Patient" pat WHERE pat.id = c."patientId" LIMIT 1
+          ) AS patient_name,
+
+          -- linked_payment_id (NULL if none). Schema has unique Payment.claimId so LIMIT 1 is safe.
+          (
+            SELECT p2.id FROM "Payment" p2 WHERE p2."claimId" = c.id LIMIT 1
+          ) AS linked_payment_id,
+
+          (
+            SELECT coalesce(json_agg(
+              json_build_object(
+                'id', sl2.id,
+                'procedureCode', sl2."procedureCode",
+                'procedureDate', sl2."procedureDate",
+                'toothNumber', sl2."toothNumber",
+                'toothSurface', sl2."toothSurface",
+                'totalBilled', sl2."totalBilled",
+                'totalPaid', sl2."totalPaid",
+                'totalAdjusted', sl2."totalAdjusted",
+                'totalDue', sl2."totalDue",
+                'status', sl2.status
+              )
+            ), '[]'::json)
+            FROM "ServiceLine" sl2 WHERE sl2."claimId" = c.id
+          ) AS service_lines
+        FROM "Claim" c
+        LEFT JOIN "ServiceLine" sl ON sl."claimId" = c.id
+        WHERE c."patientId" = ${patientId}
+        GROUP BY c.id
+      ),
+      orphan_payment_rows AS (
+        SELECT
+          'PAYMENT'::text AS type,
+          p.id,
+          p."createdAt"::timestamptz AS date,
+          p."createdAt"::timestamptz AS created_at,
+          p.status::text AS status,
+          p."totalBilled"::numeric::text AS total_billed,
+          p."totalPaid"::numeric::text AS total_paid,
+          p."totalAdjusted"::numeric::text AS total_adjusted,
+          p."totalDue"::numeric::text AS total_due,
+          (
+            SELECT (pat."firstName" || ' ' || pat."lastName") FROM "Patient" pat WHERE pat.id = p."patientId" LIMIT 1
+          ) AS patient_name,
+
+          -- this payment's id is the linked_payment_id
+          p.id AS linked_payment_id,
+
+          (
+            SELECT coalesce(json_agg(
+              json_build_object(
+                'id', sl3.id,
+                'procedureCode', sl3."procedureCode",
+                'procedureDate', sl3."procedureDate",
+                'toothNumber', sl3."toothNumber",
+                'toothSurface', sl3."toothSurface",
+                'totalBilled', sl3."totalBilled",
+                'totalPaid', sl3."totalPaid",
+                'totalAdjusted', sl3."totalAdjusted",
+                'totalDue', sl3."totalDue",
+                'status', sl3.status
+              )
+            ), '[]'::json)
+            FROM "ServiceLine" sl3 WHERE sl3."paymentId" = p.id
+          ) AS service_lines
+        FROM "Payment" p
+        WHERE p."patientId" = ${patientId} AND p."claimId" IS NULL
+      )
+      SELECT type, id, date, created_at, status, total_billed, total_paid, total_adjusted, total_due, patient_name, linked_payment_id, service_lines
+      FROM (
+        SELECT * FROM claim_rows
+        UNION ALL
+        SELECT * FROM orphan_payment_rows
+      ) t
+      ORDER BY t.created_at DESC
+      LIMIT ${limit} OFFSET ${offset}
+    `) as any[];
+
+    // map to expected JS shape; convert totals to numbers
+    const rows: FinancialRow[] = rawRows.map((r: any) => ({
+      type: r.type,
+      id: Number(r.id),
+      date: r.date ? r.date.toString() : null,
+      createdAt: r.created_at ? r.created_at.toString() : null,
+      status: r.status ?? null,
+      total_billed: Number(r.total_billed ?? 0),
+      total_paid: Number(r.total_paid ?? 0),
+      total_adjusted: Number(r.total_adjusted ?? 0),
+      total_due: Number(r.total_due ?? 0),
+      patient_name: r.patient_name ?? null,
+      service_lines: r.service_lines ?? [],
+      linked_payment_id: r.linked_payment_id
+        ? Number(r.linked_payment_id)
+        : null,
+    }));
+
+    return { rows, totalCount };
+  } catch (err) {
+    console.error("getPatientFinancialRowsFn error:", err);
+    throw err;
+  }
+};

apps/Backend/src/storage/payments-reports-storage.ts

@@ -0,0 +1,858 @@
+import { prisma } from "@repo/db/client";
+import {
+  GetPatientBalancesResult,
+  PatientBalanceRow,
+} from "../../../../packages/db/types/payments-reports-types";
+
+export interface IPaymentsReportsStorage {
+  // summary now returns an extra field patientsWithBalance
+  getSummary(
+    from?: Date | null,
+    to?: Date | null
+  ): Promise<{
+    totalPatients: number;
+    totalOutstanding: number;
+    totalCollected: number;
+    patientsWithBalance: number;
+  }>;
+
+  /**
+   * Cursor-based pagination:
+   * - limit: page size
+   * - cursorToken: base64(JSON) token for last-seen row (or null for first page)
+   * - from/to: optional date range filter applied to Payment."createdAt"
+   */
+  getPatientsWithBalances(
+    limit: number,
+    cursorToken?: string | null,
+    from?: Date | null,
+    to?: Date | null
+  ): Promise<GetPatientBalancesResult>;
+
+  /**
+   * Returns the paginated patient balances for a specific staff (doctor).
+   * Same semantics / columns / ordering / cursor behavior as the previous combined function.
+   *
+   * - staffId required
+   * - limit: page size
+   * - cursorToken: optional base64 cursor (must have been produced for same staffId)
+   * - from/to: optional date range applied to Payment."createdAt"
+   */
+  getPatientsBalancesByDoctor(
+    staffId: number,
+    limit: number,
+    cursorToken?: string | null,
+    from?: Date | null,
+    to?: Date | null
+  ): Promise<GetPatientBalancesResult>;
+
+  /**
+   * Returns only the summary object for the given staff (doctor).
+   * Same summary shape as getSummary(), but scoped to claims/payments associated with the given staffId.
+   */
+  getSummaryByDoctor(
+    staffId: number,
+    from?: Date | null,
+    to?: Date | null
+  ): Promise<{
+    totalPatients: number;
+    totalOutstanding: number;
+    totalCollected: number;
+    patientsWithBalance: number;
+  }>;
+}
+
+/** Return ISO literal for inclusive start-of-day (UTC midnight) */
+function isoStartOfDayLiteral(d?: Date | null): string | null {
+  if (!d) return null;
+  const dt = new Date(d);
+  dt.setUTCHours(0, 0, 0, 0);
+  return `'${dt.toISOString()}'`;
+}
+
+/** Return ISO literal for exclusive next-day start (UTC midnight of the next day) */
+function isoStartOfNextDayLiteral(d?: Date | null): string | null {
+  if (!d) return null;
+  const dt = new Date(d);
+  dt.setUTCHours(0, 0, 0, 0);
+  dt.setUTCDate(dt.getUTCDate() + 1);
+  return `'${dt.toISOString()}'`;
+}
+
+/** Cursor helpers — base64(JSON) */
+/** Cursor format (backwards compatible):
+ * { staffId?: number, lastPaymentDate: string | null, lastPatientId: number, lastPaymentMs?: number | null }
+ */
+function encodeCursor(obj: {
+  staffId?: number;
+  lastPaymentDate: string | null;
+  lastPatientId: number;
+  lastPaymentMs?: number | null;
+}) {
+  return Buffer.from(JSON.stringify(obj)).toString("base64");
+}
+
+function decodeCursor(token?: string | null): {
+  staffId?: number; // optional because older cursors might not include it
+  lastPaymentDate: string | null;
+  lastPatientId: number;
+  lastPaymentMs?: number | null;
+} | null {
+  if (!token) return null;
+  try {
+    const parsed = JSON.parse(Buffer.from(token, "base64").toString("utf8"));
+    if (
+      typeof parsed === "object" &&
+      "lastPaymentDate" in parsed &&
+      "lastPatientId" in parsed
+    ) {
+      return {
+        staffId:
+          "staffId" in parsed ? Number((parsed as any).staffId) : undefined,
+        lastPaymentDate:
+          (parsed as any).lastPaymentDate === null
+            ? null
+            : String((parsed as any).lastPaymentDate),
+        lastPatientId: Number((parsed as any).lastPatientId),
+        lastPaymentMs:
+          "lastPaymentMs" in parsed
+            ? parsed.lastPaymentMs === null
+              ? null
+              : Number(parsed.lastPaymentMs)
+            : undefined,
+      };
+    }
+    return null;
+  } catch {
+    return null;
+  }
+}
+
+export const paymentsReportsStorage: IPaymentsReportsStorage = {
+  async getSummary(from?: Date | null, to?: Date | null) {
+    try {
+      const hasFrom = from !== undefined && from !== null;
+      const hasTo = to !== undefined && to !== null;
+
+      // Use inclusive start-of-day for 'from' and exclusive start-of-next-day for 'to'
+      const fromStart = isoStartOfDayLiteral(from); // 'YYYY-MM-DDT00:00:00.000Z'
+      const toNextStart = isoStartOfNextDayLiteral(to); // 'YYYY-MM-DDT00:00:00.000Z' of next day
+
+      // totalPatients: distinct patients who had payments in the date range
+      let patientsCountSql = "";
+      if (hasFrom && hasTo) {
+        patientsCountSql = `
+          SELECT COUNT(*)::int AS cnt FROM (
+            SELECT pay."patientId" AS patient_id
+            FROM "Payment" pay
+            WHERE pay."createdAt" >= ${fromStart} AND pay."createdAt" <= ${toNextStart}
+            GROUP BY pay."patientId"
+          ) t
+        `;
+      } else if (hasFrom) {
+        patientsCountSql = `
+          SELECT COUNT(*)::int AS cnt FROM (
+            SELECT pay."patientId" AS patient_id
+            FROM "Payment" pay
+            WHERE pay."createdAt" >= ${fromStart}
+            GROUP BY pay."patientId"
+          ) t
+        `;
+      } else if (hasTo) {
+        patientsCountSql = `
+          SELECT COUNT(*)::int AS cnt FROM (
+            SELECT pay."patientId" AS patient_id
+            FROM "Payment" pay
+            WHERE pay."createdAt" <= ${toNextStart}
+            GROUP BY pay."patientId"
+          ) t
+        `;
+      } else {
+        patientsCountSql = `SELECT COUNT(DISTINCT "patientId")::int AS cnt FROM "Payment"`;
+      }
+      const patientsCntRows = (await prisma.$queryRawUnsafe(
+        patientsCountSql
+      )) as { cnt: number }[];
+      const totalPatients = patientsCntRows?.[0]?.cnt ?? 0;
+
+      // totalOutstanding: sum of (charges - paid - adjusted) across patients, using payments in range
+      let outstandingSql = "";
+      if (hasFrom && hasTo) {
+        outstandingSql = `
+          SELECT COALESCE(SUM(
+            COALESCE(pm.total_charges,0) - COALESCE(pm.total_paid,0) - COALESCE(pm.total_adjusted,0)
+          ),0)::numeric(14,2) AS outstanding
+          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
+            FROM "Payment" pay
+            WHERE pay."createdAt" >= ${fromStart} AND pay."createdAt" <= ${toNextStart}
+            GROUP BY pay."patientId"
+          ) pm
+        `;
+      } else if (hasFrom) {
+        outstandingSql = `
+          SELECT COALESCE(SUM(
+            COALESCE(pm.total_charges,0) - COALESCE(pm.total_paid,0) - COALESCE(pm.total_adjusted,0)
+          ),0)::numeric(14,2) AS outstanding
+          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
+            FROM "Payment" pay
+            WHERE pay."createdAt" >= ${fromStart}
+            GROUP BY pay."patientId"
+          ) pm
+        `;
+      } else if (hasTo) {
+        outstandingSql = `
+          SELECT COALESCE(SUM(
+            COALESCE(pm.total_charges,0) - COALESCE(pm.total_paid,0) - COALESCE(pm.total_adjusted,0)
+          ),0)::numeric(14,2) AS outstanding
+          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
+            FROM "Payment" pay
+            WHERE pay."createdAt" <= ${toNextStart}
+            GROUP BY pay."patientId"
+          ) pm
+        `;
+      } else {
+        outstandingSql = `
+          SELECT COALESCE(SUM(
+            COALESCE(pm.total_charges,0) - COALESCE(pm.total_paid,0) - COALESCE(pm.total_adjusted,0)
+          ),0)::numeric(14,2) AS outstanding
+          FROM (
+            SELECT pay."patientId" AS patient_id,
+                   SUM(pay."totalBilled")::numeric(14,2) AS total_charges,
+                   SUM(pay."totalPaid")::numeric(14,2) AS total_paid,
+                   SUM(pay."totalAdjusted")::numeric(14,2) AS total_adjusted
+            FROM "Payment" pay
+            GROUP BY pay."patientId"
+          ) pm
+        `;
+      }
+      const outstandingRows = (await prisma.$queryRawUnsafe(
+        outstandingSql
+      )) as { outstanding: string }[];
+      const totalOutstanding = Number(outstandingRows?.[0]?.outstanding ?? 0);
+
+      // totalCollected: sum(totalPaid) in the range
+      let collSql = "";
+      if (hasFrom && hasTo) {
+        collSql = `SELECT COALESCE(SUM("totalPaid"),0)::numeric(14,2) AS collected FROM "Payment" WHERE "createdAt" >= ${fromStart} AND "createdAt" <= ${toNextStart}`;
+      } else if (hasFrom) {
+        collSql = `SELECT COALESCE(SUM("totalPaid"),0)::numeric(14,2) AS collected FROM "Payment" WHERE "createdAt" >= ${fromStart}`;
+      } else if (hasTo) {
+        collSql = `SELECT COALESCE(SUM("totalPaid"),0)::numeric(14,2) AS collected FROM "Payment" WHERE "createdAt" <= ${toNextStart}`;
+      } else {
+        collSql = `SELECT COALESCE(SUM("totalPaid"),0)::numeric(14,2) AS collected FROM "Payment"`;
+      }
+      const collRows = (await prisma.$queryRawUnsafe(collSql)) as {
+        collected: string;
+      }[];
+      const totalCollected = Number(collRows?.[0]?.collected ?? 0);
+
+      // NEW: patientsWithBalance: number of patients whose (charges - paid - adjusted) > 0, within the date range
+      let patientsWithBalanceSql = "";
+      if (hasFrom && hasTo) {
+        patientsWithBalanceSql = `
+          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
+            FROM "Payment" pay
+            WHERE pay."createdAt" >= ${fromStart} AND pay."createdAt" <= ${toNextStart}
+            GROUP BY pay."patientId"
+          ) t
+          WHERE (COALESCE(t.total_charges,0) - COALESCE(t.total_paid,0) - COALESCE(t.total_adjusted,0)) > 0
+        `;
+      } else if (hasFrom) {
+        patientsWithBalanceSql = `
+          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
+            FROM "Payment" pay
+            WHERE pay."createdAt" >= ${fromStart}
+            GROUP BY pay."patientId"
+          ) t
+          WHERE (COALESCE(t.total_charges,0) - COALESCE(t.total_paid,0) - COALESCE(t.total_adjusted,0)) > 0
+        `;
+      } else if (hasTo) {
+        patientsWithBalanceSql = `
+          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
+            FROM "Payment" pay
+            WHERE pay."createdAt" <= ${toNextStart}
+            GROUP BY pay."patientId"
+          ) t
+          WHERE (COALESCE(t.total_charges,0) - COALESCE(t.total_paid,0) - COALESCE(t.total_adjusted,0)) > 0
+        `;
+      } else {
+        patientsWithBalanceSql = `
+          SELECT COUNT(*)::int AS cnt FROM (
+            SELECT pay."patientId" AS patient_id,
+                   SUM(pay."totalBilled")::numeric(14,2) AS total_charges,
+                   SUM(pay."totalPaid")::numeric(14,2) AS total_paid,
+                   SUM(pay."totalAdjusted")::numeric(14,2) AS total_adjusted
+            FROM "Payment" pay
+            GROUP BY pay."patientId"
+          ) t
+          WHERE (COALESCE(t.total_charges,0) - COALESCE(t.total_paid,0) - COALESCE(t.total_adjusted,0)) > 0
+        `;
+      }
+      const pwbRows = (await prisma.$queryRawUnsafe(
+        patientsWithBalanceSql
+      )) as { cnt: number }[];
+      const patientsWithBalance = pwbRows?.[0]?.cnt ?? 0;
+
+      return {
+        totalPatients,
+        totalOutstanding,
+        totalCollected,
+        patientsWithBalance,
+      };
+    } catch (err) {
+      console.error("[paymentsReportsStorage.getSummary] error:", err);
+      throw err;
+    }
+  },
+
+  /**
+   * Returns all patients that currently have an outstanding balance (>0)
+   * Optionally filtered by date range.
+   */
+  /**
+   * Cursor-based getPatientsWithBalances
+   */
+  async getPatientsWithBalances(
+    limit = 25,
+    cursorToken?: string | null,
+    from?: Date | null,
+    to?: Date | null
+  ) {
+    try {
+      type RawRow = {
+        patient_id: number;
+        first_name: string | null;
+        last_name: string | null;
+        total_charges: string;
+        total_paid: string;
+        total_adjusted: string;
+        current_balance: string;
+        last_payment_date: Date | null;
+        last_appointment_date: Date | null;
+      };
+
+      const safeLimit = Math.max(1, Math.min(200, Number(limit) || 25));
+      const cursor = decodeCursor(cursorToken);
+
+      const hasFrom = from !== undefined && from !== null;
+      const hasTo = to !== undefined && to !== null;
+
+      // Use inclusive start-of-day for 'from' and exclusive start-of-next-day for 'to'
+      const fromStart = isoStartOfDayLiteral(from); // 'YYYY-MM-DDT00:00:00.000Z'
+      const toNextStart = isoStartOfNextDayLiteral(to); // 'YYYY-MM-DDT00:00:00.000Z' of next day
+
+      // Build payment subquery (aggregated payments by patient, filtered by createdAt if provided)
+      const paymentWhereClause =
+        hasFrom && hasTo
+          ? `WHERE pay."createdAt" >= ${fromStart} AND pay."createdAt" <= ${toNextStart}`
+          : hasFrom
+            ? `WHERE pay."createdAt" >= ${fromStart}`
+            : hasTo
+              ? `WHERE pay."createdAt" <= ${toNextStart}`
+              : "";
+
+      const pmSubquery = `
+        (
+          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,
+            MAX(pay."createdAt") AS last_payment_date
+          FROM "Payment" pay
+          ${paymentWhereClause}
+          GROUP BY pay."patientId"
+        ) pm
+      `;
+
+      // Build keyset predicate if cursor provided.
+      // Ordering used: pm.last_payment_date DESC NULLS LAST, p."createdAt" DESC, p.id DESC
+      // For keyset, we need to fetch rows strictly "less than" the cursor in this ordering.
+      let keysetPredicate = "";
+      if (cursor) {
+        const lp = cursor.lastPaymentDate
+          ? `'${cursor.lastPaymentDate}'`
+          : "NULL";
+        const id = Number(cursor.lastPatientId);
+
+        // We handle NULL last_payment_date ordering: since we use "NULLS LAST" in ORDER BY,
+        // rows with last_payment_date = NULL are considered *after* any non-null dates.
+        // To page correctly when cursor's lastPaymentDate is null, we compare accordingly.
+        // This predicate tries to cover both cases.
+        keysetPredicate = `
+          AND (
+            (pm.last_payment_date IS NOT NULL AND ${lp} IS NOT NULL AND (
+              pm.last_payment_date < ${lp}
+              OR (pm.last_payment_date = ${lp} AND p.id < ${id})
+            ))
+            OR (pm.last_payment_date IS NULL AND ${lp} IS NOT NULL) 
+            OR (pm.last_payment_date IS NULL AND ${lp} IS NULL AND p.id < ${id})
+          )
+        `;
+      }
+
+      const baseSelect = `
+        SELECT
+          p.id AS patient_id,
+          p."firstName" AS first_name,
+          p."lastName" AS last_name,
+          COALESCE(pm.total_charges,0)::numeric(12,2) AS total_charges,
+          COALESCE(pm.total_paid,0)::numeric(12,2) AS total_paid,
+          COALESCE(pm.total_adjusted,0)::numeric(12,2) AS total_adjusted,
+          (COALESCE(pm.total_charges,0) - COALESCE(pm.total_paid,0) - COALESCE(pm.total_adjusted,0))::numeric(12,2) AS current_balance,
+          pm.last_payment_date,
+          apt.last_appointment_date
+        FROM "Patient" p
+        LEFT JOIN ${pmSubquery} ON pm.patient_id = p.id
+        LEFT JOIN (
+          SELECT "patientId" AS patient_id, MAX("date") AS last_appointment_date
+          FROM "Appointment"
+          GROUP BY "patientId"
+        ) apt ON apt.patient_id = p.id
+        WHERE (COALESCE(pm.total_charges,0) - COALESCE(pm.total_paid,0) - COALESCE(pm.total_adjusted,0)) > 0
+      `;
+
+      const orderBy = `ORDER BY pm.last_payment_date DESC NULLS LAST, p.id DESC`;
+      const limitClause = `LIMIT ${safeLimit}`;
+
+      const query = `
+        ${baseSelect}
+        ${cursor ? keysetPredicate : ""}
+        ${orderBy}
+        ${limitClause};
+      `;
+
+      const rows = (await prisma.$queryRawUnsafe(query)) as RawRow[];
+
+      // Build nextCursor from last returned row (if any)
+      let nextCursor: string | null = null;
+
+      // Explicitly handle empty result set
+      if (rows.length === 0) {
+        nextCursor = null;
+      } else {
+        // rows.length > 0 here, but do an explicit last-check to make TS happy
+        const last = rows[rows.length - 1];
+        if (!last) {
+          // defensive — should not happen, but satisfies strict checks
+          nextCursor = null;
+        } else {
+          const lastPaymentDateIso = last.last_payment_date
+            ? new Date(last.last_payment_date).toISOString()
+            : null;
+
+          if (rows.length === safeLimit) {
+            nextCursor = encodeCursor({
+              lastPaymentDate: lastPaymentDateIso,
+              lastPatientId: Number(last.patient_id),
+            });
+          } else {
+            nextCursor = null;
+          }
+        }
+      }
+
+      // Determine hasMore: if we returned exactly limit, there *may* be more.
+      const hasMore = rows.length === safeLimit;
+
+      // Convert rows to PatientBalanceRow
+      const balances: PatientBalanceRow[] = rows.map((r) => ({
+        patientId: Number(r.patient_id),
+        firstName: r.first_name,
+        lastName: r.last_name,
+        totalCharges: Number(r.total_charges ?? 0),
+        totalPayments: Number(r.total_paid ?? 0),
+        totalAdjusted: Number(r.total_adjusted ?? 0),
+        currentBalance: Number(r.current_balance ?? 0),
+        lastPaymentDate: r.last_payment_date
+          ? new Date(r.last_payment_date).toISOString()
+          : null,
+        lastAppointmentDate: r.last_appointment_date
+          ? new Date(r.last_appointment_date).toISOString()
+          : null,
+      }));
+
+      // totalCount: count of patients with positive balance within same payment date filter
+      const countSql = `
+        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
+          FROM "Payment" pay
+          ${paymentWhereClause}
+          GROUP BY pay."patientId"
+        ) t
+        WHERE (COALESCE(t.total_charges,0) - COALESCE(t.total_paid,0) - COALESCE(t.total_adjusted,0)) > 0;
+      `;
+      const cntRows = (await prisma.$queryRawUnsafe(countSql)) as {
+        cnt: number;
+      }[];
+      const totalCount = cntRows?.[0]?.cnt ?? 0;
+
+      return {
+        balances,
+        totalCount,
+        nextCursor,
+        hasMore,
+      };
+    } catch (err) {
+      console.error("[paymentsReportsStorage.getPatientBalances] error:", err);
+      throw err;
+    }
+  },
+
+  /**
+   * Return just the paged balances for a doctor (same logic/filters as previous single-query approach)
+   */
+  async getPatientsBalancesByDoctor(
+    staffId: number,
+    limit = 25,
+    cursorToken?: string | null,
+    from?: Date | null,
+    to?: Date | null
+  ): Promise<{
+    balances: PatientBalanceRow[];
+    totalCount: number;
+    nextCursor: string | null;
+    hasMore: boolean;
+  }> {
+    if (!Number.isFinite(Number(staffId)) || Number(staffId) <= 0) {
+      throw new Error("Invalid staffId");
+    }
+
+    const safeLimit = Math.max(1, Math.min(200, Number(limit) || 25));
+    const decoded = decodeCursor(cursorToken);
+
+    // Do NOT accept cursors without staffId — they may belong to another listing.
+    const effectiveCursor =
+      decoded &&
+      typeof decoded.staffId === "number" &&
+      decoded.staffId === Number(staffId)
+        ? decoded
+        : null;
+
+    const hasFrom = from !== undefined && from !== null;
+    const hasTo = to !== undefined && to !== null;
+
+    // Use inclusive start-of-day for 'from' and exclusive start-of-next-day for 'to'
+    const fromStart = isoStartOfDayLiteral(from);
+    const toNextStart = isoStartOfNextDayLiteral(to);
+
+    // Filter payments by createdAt (time window) when provided
+    const paymentTimeFilter =
+      hasFrom && hasTo
+        ? `AND pay."createdAt" >= ${fromStart} AND pay."createdAt" <= ${toNextStart}`
+        : hasFrom
+          ? `AND pay."createdAt" >= ${fromStart}`
+          : hasTo
+            ? `AND pay."createdAt" <= ${toNextStart}`
+            : "";
+
+    // Keyset predicate — prefer numeric epoch-ms comparison for stability
+    let pageKeysetPredicate = "";
+    if (effectiveCursor) {
+      // Use epoch ms if present in cursor (more precise); otherwise fall back to timestamptz literal.
+      const hasCursorMs =
+        typeof effectiveCursor.lastPaymentMs === "number" &&
+        !Number.isNaN(effectiveCursor.lastPaymentMs);
+
+      const id = Number(effectiveCursor.lastPatientId);
+
+      if (hasCursorMs) {
+        const lpMs = Number(effectiveCursor.lastPaymentMs);
+        // Compare numeric epoch ms; handle NULL last_payment_date rows too.
+        pageKeysetPredicate = `
+          AND (
+            (p.last_payment_ms IS NOT NULL AND ${lpMs} IS NOT NULL AND (
+              p.last_payment_ms < ${lpMs}
+              OR (p.last_payment_ms = ${lpMs} AND p.id < ${id})
+            ))
+            OR (p.last_payment_ms IS NULL AND ${lpMs} IS NOT NULL)
+            OR (p.last_payment_ms IS NULL AND ${lpMs} IS NULL AND p.id < ${id})
+          )
+  `;
+      } else {
+        // fall back to timestamptz string literal (older cursor)
+        const lpLiteral = effectiveCursor.lastPaymentDate
+          ? `('${effectiveCursor.lastPaymentDate}'::timestamptz)`
+          : "NULL";
+        pageKeysetPredicate = `
+          AND (
+            (p.last_payment_date IS NOT NULL AND ${lpLiteral} IS NOT NULL AND (
+              p.last_payment_date < ${lpLiteral}
+              OR (p.last_payment_date = ${lpLiteral} AND p.id < ${id})
+            ))
+            OR (p.last_payment_date IS NULL AND ${lpLiteral} IS NOT NULL)
+            OR (p.last_payment_date IS NULL AND ${lpLiteral} IS NULL AND p.id < ${id})
+          )
+        `;
+      }
+    }
+
+    const paymentsJoinForPatients =
+      hasFrom || hasTo
+        ? "INNER JOIN payments_agg pa ON pa.patient_id = p.id"
+        : "LEFT JOIN payments_agg pa ON pa.patient_id = p.id";
+
+    // Common CTEs (identical to previous single-query approach)
+    const commonCtes = `
+      WITH
+      staff_patients AS (
+        SELECT DISTINCT "patientId" AS patient_id
+        FROM "Appointment"
+        WHERE "staffId" = ${Number(staffId)}
+      ),
+
+      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
+        FROM "Payment" pay
+        JOIN "Claim" c ON pay."claimId" = c.id
+        WHERE c."staffId" = ${Number(staffId)}
+        ${paymentTimeFilter}
+        GROUP BY pay."patientId"
+      ),
+
+      last_appointments AS (
+        SELECT "patientId" AS patient_id, MAX("date") AS last_appointment_date
+        FROM "Appointment"
+        GROUP BY "patientId"
+      ),
+
+      patients AS (
+        SELECT
+          p.id,
+          p."firstName" AS first_name,
+          p."lastName"  AS last_name,
+          COALESCE(pa.total_charges, 0)::numeric(14,2)  AS total_charges,
+          COALESCE(pa.total_paid, 0)::numeric(14,2)     AS total_paid,
+          COALESCE(pa.total_adjusted, 0)::numeric(14,2) AS total_adjusted,
+          (COALESCE(pa.total_charges,0) - COALESCE(pa.total_paid,0) - COALESCE(pa.total_adjusted,0))::numeric(14,2) AS current_balance,
+          pa.last_payment_date,
+          -- epoch milliseconds for last payment date (NULL when last_payment_date is NULL)
+          (CASE WHEN pa.last_payment_date IS NULL THEN NULL
+            ELSE (EXTRACT(EPOCH FROM (pa.last_payment_date AT TIME ZONE 'UTC')) * 1000)::bigint
+          END) AS last_payment_ms,
+          la.last_appointment_date
+        FROM "Patient" p
+        INNER JOIN staff_patients sp ON sp.patient_id = p.id
+        ${paymentsJoinForPatients}
+        LEFT JOIN last_appointments la ON la.patient_id = p.id
+      )
+    `;
+
+    // Fetch one extra row to detect whether there's a following page.
+    const fetchLimit = safeLimit + 1;
+
+    const balancesQuery = `
+      ${commonCtes}
+
+      SELECT COALESCE(json_agg(row_to_json(t)), '[]'::json) AS balances_json FROM (
+        SELECT
+          p.id                   AS "patientId",
+          p.first_name           AS "firstName",
+          p.last_name            AS "lastName",
+          p.total_charges::text  AS "totalCharges",
+          p.total_paid::text     AS "totalPaid",
+          p.total_adjusted::text AS "totalAdjusted",
+          p.current_balance::text AS "currentBalance",
+          -- ISO text for UI (optional)
+          to_char(p.last_payment_date AT TIME ZONE 'UTC', 'YYYY-MM-DD"T"HH24:MI:SS.MS"Z"') AS "lastPaymentDate",
+          -- epoch ms (number) used for precise keyset comparisons
+          p.last_payment_ms::bigint AS "lastPaymentMs",
+          to_char(p.last_appointment_date AT TIME ZONE 'UTC', 'YYYY-MM-DD"T"HH24:MI:SS.MS"Z"') AS "lastAppointmentDate"
+        FROM patients p
+        WHERE 1=1
+        ${pageKeysetPredicate}
+        ORDER BY p.last_payment_date DESC NULLS LAST, p.id DESC
+        LIMIT ${fetchLimit}
+      ) t;
+    `;
+
+    const balancesRawRows = (await prisma.$queryRawUnsafe(
+      balancesQuery
+    )) as Array<{ balances_json?: any }>;
+    const balancesJson = (balancesRawRows?.[0]?.balances_json as any) ?? [];
+    const fetchedArr = Array.isArray(balancesJson) ? balancesJson : [];
+
+    // If we fetched > safeLimit, there is another page.
+    let hasMore = false;
+    let pageRows = fetchedArr;
+    if (fetchedArr.length > safeLimit) {
+      hasMore = true;
+      pageRows = fetchedArr.slice(0, safeLimit);
+    }
+
+    const balances: PatientBalanceRow[] = (pageRows || []).map((r: any) => ({
+      patientId: Number(r.patientId),
+      firstName: r.firstName ?? null,
+      lastName: r.lastName ?? null,
+      totalCharges: Number(r.totalCharges ?? 0),
+      totalPayments: Number(r.totalPaid ?? 0),
+      totalAdjusted: Number(r.totalAdjusted ?? 0),
+      currentBalance: Number(r.currentBalance ?? 0),
+      lastPaymentDate: r.lastPaymentDate
+        ? new Date(r.lastPaymentDate).toISOString()
+        : null,
+      lastAppointmentDate: r.lastAppointmentDate
+        ? new Date(r.lastAppointmentDate).toISOString()
+        : null,
+    }));
+
+    // Build nextCursor only when we actually have more rows.
+    let nextCursor: string | null = null;
+    if (hasMore) {
+      // If we somehow have no balances for this page (defensive), don't build a cursor.
+      if (!Array.isArray(balances) || balances.length === 0) {
+        nextCursor = null;
+      } else {
+        // Now balances.length > 0, so last is definitely present.
+        const lastIndex = balances.length - 1;
+        const last = balances[lastIndex];
+        if (!last) {
+          // defensive fallback (shouldn't happen because of length check)
+          nextCursor = null;
+        } else {
+          // get the raw JSON row corresponding to the last returned page row so we can read the numeric ms
+          // `pageRows` is the array of raw JSON objects fetched from the DB (slice(0, safeLimit) applied above).
+          const corresponding = (pageRows as any[])[pageRows.length - 1];
+          const lastPaymentMs =
+            typeof corresponding?.lastPaymentMs === "number"
+              ? Number(corresponding.lastPaymentMs)
+              : corresponding?.lastPaymentMs === null
+                ? null
+                : undefined;
+
+          nextCursor = encodeCursor({
+            staffId: Number(staffId),
+            lastPaymentDate: last.lastPaymentDate ?? null,
+            lastPatientId: Number(last.patientId),
+            lastPaymentMs: lastPaymentMs ?? null,
+          });
+        }
+      }
+    }
+
+    // Count query (same logic as before)
+    const countQuery = `
+      ${commonCtes}
+
+      SELECT
+        (CASE WHEN ${hasFrom || hasTo ? "true" : "false"} THEN
+           (SELECT COUNT(DISTINCT pa.patient_id) FROM payments_agg pa)
+         ELSE
+           (SELECT COUNT(*)::int FROM staff_patients)
+         END) AS total_count;
+    `;
+
+    const countRows = (await prisma.$queryRawUnsafe(countQuery)) as Array<{
+      total_count?: number;
+    }>;
+    const totalCount = Number(countRows?.[0]?.total_count ?? 0);
+
+    return {
+      balances,
+      totalCount,
+      nextCursor,
+      hasMore,
+    };
+  },
+
+  /**
+   * Return only the summary data for a doctor (same logic/filters as previous single-query approach)
+   */
+  async getSummaryByDoctor(
+    staffId: number,
+    from?: Date | null,
+    to?: Date | null
+  ): Promise<{
+    totalPatients: number;
+    totalOutstanding: number;
+    totalCollected: number;
+    patientsWithBalance: number;
+  }> {
+    if (!Number.isFinite(Number(staffId)) || Number(staffId) <= 0) {
+      throw new Error("Invalid staffId");
+    }
+
+    const hasFrom = from !== undefined && from !== null;
+    const hasTo = to !== undefined && to !== null;
+
+    const fromStart = isoStartOfDayLiteral(from);
+    const toNextStart = isoStartOfNextDayLiteral(to);
+
+    const paymentTimeFilter =
+      hasFrom && hasTo
+        ? `AND pay."createdAt" >= ${fromStart} AND pay."createdAt" <= ${toNextStart}`
+        : hasFrom
+          ? `AND pay."createdAt" >= ${fromStart}`
+          : hasTo
+            ? `AND pay."createdAt" <= ${toNextStart}`
+            : "";
+
+    const summaryQuery = `
+      WITH
+      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
+        FROM "Payment" pay
+        JOIN "Claim" c ON pay."claimId" = c.id
+        WHERE c."staffId" = ${Number(staffId)}
+        ${paymentTimeFilter}
+        GROUP BY pay."patientId"
+      )
+      SELECT json_build_object(
+        'totalPatients', COALESCE(COUNT(DISTINCT pa.patient_id),0),
+        'totalOutstanding', COALESCE(SUM(COALESCE(pa.total_charges,0) - COALESCE(pa.total_paid,0) - COALESCE(pa.total_adjusted,0)),0)::text,
+        'totalCollected', COALESCE(SUM(COALESCE(pa.total_paid,0)),0)::text,
+        'patientsWithBalance', COALESCE(SUM(CASE WHEN (COALESCE(pa.total_charges,0) - COALESCE(pa.total_paid,0) - COALESCE(pa.total_adjusted,0)) > 0 THEN 1 ELSE 0 END),0)
+      ) AS summary_json
+      FROM payments_agg pa;
+    `;
+
+    const rows = (await prisma.$queryRawUnsafe(summaryQuery)) as Array<{
+      summary_json?: any;
+    }>;
+
+    const summaryRaw = (rows?.[0]?.summary_json as any) ?? {};
+
+    return {
+      totalPatients: Number(summaryRaw.totalPatients ?? 0),
+      totalOutstanding: Number(summaryRaw.totalOutstanding ?? 0),
+      totalCollected: Number(summaryRaw.totalCollected ?? 0),
+      patientsWithBalance: Number(summaryRaw.patientsWithBalance ?? 0),
+    };
+  },
+};

apps/Backend/src/storage/payments-storage.ts

@@ -0,0 +1,263 @@
+import {
+  InsertPayment,
+  Payment,
+  PaymentWithExtras,
+  UpdatePayment,
+} from "@repo/db/types";
+import { prisma as db } from "@repo/db/client";
+
+export interface IStorage {
+  // Payment methods:
+  getPayment(id: number): Promise<Payment | undefined>;
+  createPayment(data: InsertPayment): Promise<Payment>;
+  updatePayment(id: number, updates: UpdatePayment): Promise<Payment>;
+  updatePaymentStatus(
+    id: number,
+    updates: UpdatePayment,
+    updatedById?: number
+  ): Promise<Payment>;
+  deletePayment(id: number, userId: number): Promise<void>;
+  getPaymentById(id: number): Promise<PaymentWithExtras | null>;
+  getRecentPaymentsByPatientId(
+    patientId: number,
+    limit: number,
+    offset: number
+  ): Promise<PaymentWithExtras[] | null>;
+  getTotalPaymentCountByPatient(patientId: number): Promise<number>;
+  getPaymentsByClaimId(claimId: number): Promise<PaymentWithExtras | null>;
+  getRecentPayments(
+    limit: number,
+    offset: number
+  ): Promise<PaymentWithExtras[]>;
+  getPaymentsByDateRange(from: Date, to: Date): Promise<PaymentWithExtras[]>;
+  getTotalPaymentCount(): Promise<number>;
+}
+
+export const paymentsStorage: IStorage = {
+  // Payment Methods
+  async getPayment(id: number): Promise<Payment | undefined> {
+    const payment = await db.payment.findUnique({ where: { id } });
+    return payment ?? undefined;
+  },
+
+  async createPayment(payment: InsertPayment): Promise<Payment> {
+    return db.payment.create({ data: payment as Payment });
+  },
+
+  async updatePayment(id: number, updates: UpdatePayment): Promise<Payment> {
+    const existing = await db.payment.findFirst({ where: { id } });
+    if (!existing) {
+      throw new Error("Payment not found");
+    }
+
+    return db.payment.update({
+      where: { id },
+      data: updates,
+    });
+  },
+
+  async updatePaymentStatus(
+    id: number,
+    updates: UpdatePayment,
+    updatedById?: number
+  ): Promise<Payment> {
+    const existing = await db.payment.findFirst({ where: { id } });
+    if (!existing) {
+      throw new Error("Payment not found");
+    }
+
+    const data: any = { ...updates };
+    if (typeof updatedById === "number") data.updatedById = updatedById;
+
+    return db.payment.update({
+      where: { id },
+      data,
+    });
+  },
+
+  async deletePayment(id: number, userId: number): Promise<void> {
+    const existing = await db.payment.findFirst({ where: { id, userId } });
+    if (!existing) {
+      throw new Error("Not authorized or payment not found");
+    }
+
+    await db.payment.delete({ where: { id } });
+  },
+
+  async getRecentPaymentsByPatientId(
+    patientId: number,
+    limit: number,
+    offset: number
+  ): Promise<PaymentWithExtras[]> {
+    const payments = await db.payment.findMany({
+      where: { patientId },
+      orderBy: { createdAt: "desc" },
+      skip: offset,
+      take: limit,
+      include: {
+        claim: {
+          include: {
+            serviceLines: true,
+          },
+        },
+        serviceLines: true,
+        serviceLineTransactions: {
+          include: {
+            serviceLine: true,
+          },
+        },
+        updatedBy: true,
+        patient: true,
+      },
+    });
+
+    return payments.map((payment) => ({
+      ...payment,
+      patientName: payment.claim?.patientName ?? "",
+      paymentDate: payment.createdAt,
+      paymentMethod: payment.serviceLineTransactions[0]?.method ?? "OTHER",
+    }));
+  },
+
+  async getTotalPaymentCountByPatient(patientId: number): Promise<number> {
+    return db.payment.count({
+      where: { patientId },
+    });
+  },
+
+  async getPaymentById(id: number): Promise<PaymentWithExtras | null> {
+    const payment = await db.payment.findFirst({
+      where: { id },
+      include: {
+        claim: {
+          include: {
+            serviceLines: true,
+          },
+        },
+        serviceLines: true,
+        serviceLineTransactions: {
+          include: {
+            serviceLine: true,
+          },
+        },
+        updatedBy: true,
+        patient: true,
+      },
+    });
+
+    if (!payment) return null;
+
+    return {
+      ...payment,
+      patientName: payment.claim?.patientName ?? "",
+      paymentDate: payment.createdAt,
+      paymentMethod: payment.serviceLineTransactions[0]?.method ?? "OTHER",
+    };
+  },
+
+  async getPaymentsByClaimId(
+    claimId: number
+  ): Promise<PaymentWithExtras | null> {
+    const payment = await db.payment.findFirst({
+      where: { claimId },
+      include: {
+        claim: {
+          include: {
+            serviceLines: true,
+          },
+        },
+        serviceLines: true,
+        serviceLineTransactions: {
+          include: {
+            serviceLine: true,
+          },
+        },
+        updatedBy: true,
+        patient: true,
+      },
+    });
+
+    if (!payment) return null;
+
+    return {
+      ...payment,
+      patientName: payment.claim?.patientName ?? "",
+      paymentDate: payment.createdAt,
+      paymentMethod: payment.serviceLineTransactions[0]?.method ?? "OTHER",
+    };
+  },
+
+  async getRecentPayments(
+    limit: number,
+    offset: number
+  ): Promise<PaymentWithExtras[]> {
+    const payments = await db.payment.findMany({
+      orderBy: { createdAt: "desc" },
+      skip: offset,
+      take: limit,
+      include: {
+        claim: {
+          include: {
+            serviceLines: true,
+          },
+        },
+        serviceLines: true,
+        serviceLineTransactions: {
+          include: {
+            serviceLine: true,
+          },
+        },
+        updatedBy: true,
+        patient: true,
+      },
+    });
+
+    return payments.map((payment) => ({
+      ...payment,
+      patientName: payment.claim?.patientName ?? "",
+      paymentDate: payment.createdAt,
+      paymentMethod: payment.serviceLineTransactions[0]?.method ?? "OTHER",
+    }));
+  },
+
+  async getPaymentsByDateRange(
+    from: Date,
+    to: Date
+  ): Promise<PaymentWithExtras[]> {
+    const payments = await db.payment.findMany({
+      where: {
+        createdAt: {
+          gte: from,
+          lte: to,
+        },
+      },
+      orderBy: { createdAt: "desc" },
+      include: {
+        claim: {
+          include: {
+            serviceLines: true,
+          },
+        },
+        serviceLines: true,
+        serviceLineTransactions: {
+          include: {
+            serviceLine: true,
+          },
+        },
+        updatedBy: true,
+        patient: true,
+      },
+    });
+
+    return payments.map((payment) => ({
+      ...payment,
+      patientName: payment.claim?.patientName ?? "",
+      paymentDate: payment.createdAt,
+      paymentMethod: payment.serviceLineTransactions[0]?.method ?? "OTHER",
+    }));
+  },
+
+  async getTotalPaymentCount(): Promise<number> {
+    return db.payment.count();
+  },
+};

apps/Backend/src/storage/staff-storage.ts

@@ -0,0 +1,61 @@
+import { Staff } from "@repo/db/types";
+import { prisma as db } from "@repo/db/client";
+
+export interface IStorage {
+  getStaff(id: number): Promise<Staff | undefined>;
+  getAllStaff(): Promise<Staff[]>;
+  createStaff(staff: Staff): Promise<Staff>;
+  updateStaff(id: number, updates: Partial<Staff>): Promise<Staff | undefined>;
+  deleteStaff(id: number): Promise<boolean>;
+  countAppointmentsByStaffId(staffId: number): Promise<number>;
+  countClaimsByStaffId(staffId: number): Promise<number>;
+}
+
+export const staffStorage: IStorage = {
+  // Staff methods
+  async getStaff(id: number): Promise<Staff | undefined> {
+    const staff = await db.staff.findUnique({ where: { id } });
+    return staff ?? undefined;
+  },
+
+  async getAllStaff(): Promise<Staff[]> {
+    const staff = await db.staff.findMany();
+    return staff;
+  },
+
+  async createStaff(staff: Staff): Promise<Staff> {
+    const createdStaff = await db.staff.create({
+      data: staff,
+    });
+    return createdStaff;
+  },
+
+  async updateStaff(
+    id: number,
+    updates: Partial<Staff>
+  ): Promise<Staff | undefined> {
+    const updatedStaff = await db.staff.update({
+      where: { id },
+      data: updates,
+    });
+    return updatedStaff ?? undefined;
+  },
+
+  async deleteStaff(id: number): Promise<boolean> {
+    try {
+      await db.staff.delete({ where: { id } });
+      return true;
+    } catch (error) {
+      console.error("Error deleting staff:", error);
+      return false;
+    }
+  },
+
+  async countAppointmentsByStaffId(staffId: number): Promise<number> {
+    return await db.appointment.count({ where: { staffId } });
+  },
+
+  async countClaimsByStaffId(staffId: number): Promise<number> {
+    return await db.claim.count({ where: { staffId } });
+  },
+};

apps/Backend/src/storage/users-storage.ts

@@ -0,0 +1,53 @@
+import { InsertUser, User } from "@repo/db/types";
+import { prisma as db } from "@repo/db/client";
+
+export interface IUsersStorage {
+  // User methods
+  getUser(id: number): Promise<User | undefined>;
+  getUsers(limit: number, offset: number): Promise<User[]>;
+  getUserByUsername(username: string): Promise<User | undefined>;
+  createUser(user: InsertUser): Promise<User>;
+  updateUser(id: number, updates: Partial<User>): Promise<User | undefined>;
+  deleteUser(id: number): Promise<boolean>;
+}
+
+export const usersStorage: IUsersStorage = {
+  // User methods
+  async getUser(id: number): Promise<User | undefined> {
+    const user = await db.user.findUnique({ where: { id } });
+    return user ?? undefined;
+  },
+
+  async getUsers(limit: number, offset: number): Promise<User[]> {
+    return await db.user.findMany({ skip: offset, take: limit });
+  },
+
+  async getUserByUsername(username: string): Promise<User | undefined> {
+    const user = await db.user.findUnique({ where: { username } });
+    return user ?? undefined;
+  },
+
+  async createUser(user: InsertUser): Promise<User> {
+    return await db.user.create({ data: user as User });
+  },
+
+  async updateUser(
+    id: number,
+    updates: Partial<User>
+  ): Promise<User | undefined> {
+    try {
+      return await db.user.update({ where: { id }, data: updates });
+    } catch {
+      return undefined;
+    }
+  },
+
+  async deleteUser(id: number): Promise<boolean> {
+    try {
+      await db.user.delete({ where: { id } });
+      return true;
+    } catch {
+      return false;
+    }
+  },
+};

apps/Backend/src/types/express.types.d.ts

@@ -0,0 +1,10 @@
+import { User } from "@repo/db/client"; 
+
+declare global {
+  namespace Express {
+    interface User {
+      id: number;
+      // include any other properties 
+    }
+  }
+}

apps/Backend/src/utils/dateUtils.ts

@@ -0,0 +1,61 @@
+
+/**
+ * Convert any OCR string-like value into a safe string.
+ */
+export function toStr(val: string | number | null | undefined): string {
+  if (val == null) return "";
+  return String(val).trim();
+}
+/**
+ * Convert OCR date strings like "070825" (MMDDYY) into a JS Date object.
+ * Example: "070825" → 2025-08-07.
+ */
+export function convertOCRDate(input: string | number | null | undefined): Date {
+  const raw = toStr(input);
+
+  if (!/^\d{6}$/.test(raw)) {
+    throw new Error(`Invalid OCR date format: ${raw}`);
+  }
+
+  const month = parseInt(raw.slice(0, 2), 10) - 1;
+  const day = parseInt(raw.slice(2, 4), 10);
+  const year2 = parseInt(raw.slice(4, 6), 10);
+  const year = year2 < 50 ? 2000 + year2 : 1900 + year2;
+
+  return new Date(year, month, day);
+}
+
+/**
+ * Normalize a DOB value to "YYYY-MM-DD" string expected by the Python agent.
+ * - If dob is already "YYYY-MM-DD" string, returns it.
+ * - If dob is an ISO datetime string or Date, returns YYYY-MM-DD derived from UTC parts (no timezone shifts).
+ * - Returns null for invalid values.
+ */
+export function formatDobForAgent(dob: Date | string | null | undefined): string | null {
+  if (!dob) return null;
+
+  // If it's a string in exact YYYY-MM-DD format, return as-is (most ideal).
+  if (typeof dob === "string") {
+    const simpleDateMatch = /^\d{4}-\d{2}-\d{2}$/.test(dob);
+    if (simpleDateMatch) return dob;
+
+    // Otherwise try parsing as a Date/ISO string and use UTC parts
+    const parsed = new Date(dob);
+    if (isNaN(parsed.getTime())) return null;
+    const y = parsed.getUTCFullYear();
+    const m = String(parsed.getUTCMonth() + 1).padStart(2, "0");
+    const d = String(parsed.getUTCDate()).padStart(2, "0");
+    return `${y}-${m}-${d}`;
+  }
+
+  // If it's a Date object, use UTC getters to avoid timezone shifts
+  if (dob instanceof Date) {
+    if (isNaN(dob.getTime())) return null;
+    const y = dob.getUTCFullYear();
+    const m = String(dob.getUTCMonth() + 1).padStart(2, "0");
+    const d = String(dob.getUTCDate()).padStart(2, "0");
+    return `${y}-${m}-${d}`;
+  }
+
+  return null;
+}

apps/Backend/src/utils/emptyTempFolder.ts

@@ -0,0 +1,146 @@
+// ../utils/emptyTempFolder.ts
+import fs from "fs/promises";
+import fsSync from "fs";
+import path from "path";
+import os from "os";
+
+/**
+ * Remove EVERYTHING under the parent folder that contains filePath.
+ * - Does NOT remove the parent folder itself (only its children).
+ * - Uses fs.rm with recursive+force if available.
+ * - Falls back to reliable manual recursion otherwise.
+ * - Logs folder contents before and after.
+ *
+ * Throws on critical safety checks.
+ */
+export async function emptyFolderContainingFile(filePath?: string | null): Promise<void> {
+  if (!filePath) return;
+
+  const absFile = path.resolve(String(filePath));
+  const folder = path.dirname(absFile);
+
+  // Safety checks
+  if (!folder) {
+    throw new Error(`Refusing to clean: resolved folder empty for filePath=${filePath}`);
+  }
+  const parsed = path.parse(folder);
+  if (folder === parsed.root) {
+    throw new Error(`Refusing to clean root folder: ${folder}`);
+  }
+  const home = os.homedir();
+  if (home && path.resolve(home) === path.resolve(folder)) {
+    throw new Error(`Refusing to clean user's home directory: ${folder}`);
+  }
+  const base = path.basename(folder);
+  if (!base || base.length < 2) {
+    throw new Error(`Refusing to clean suspicious folder: ${folder}`);
+  }
+
+  console.log(`[cleanup] emptyFolderContainingFile called for filePath=${filePath}`);
+  console.log(`[cleanup] target folder=${folder}`);
+
+  // Read and log contents before
+  let before: string[] = [];
+  try {
+    before = await fs.readdir(folder);
+    console.log(`[cleanup] before (${before.length}):`, before);
+  } catch (err) {
+    console.error(`[cleanup] failed to read folder ${folder} before removal:`, err);
+    // If we can't read, bail out (safety)
+    throw err;
+  }
+
+  // Helper fallback: recursive remove
+  async function recursiveRemove(p: string): Promise<void> {
+    try {
+      const st = await fs.lstat(p);
+      if (st.isDirectory()) {
+        const children = await fs.readdir(p);
+        for (const c of children) {
+          await recursiveRemove(path.join(p, c));
+        }
+        // remove directory after children removed
+        try {
+          await fs.rmdir(p);
+        } catch (err) {
+          // log and continue
+          console.error(`[cleanup] rmdir failed for ${p}:`, err);
+        }
+      } else {
+        try {
+          await fs.unlink(p);
+        } catch (err: any) {
+          // On EPERM try chmod and retry once
+          if (err.code === "EPERM" || err.code === "EACCES") {
+            try {
+              fsSync.chmodSync(p, 0o666);
+              await fs.unlink(p);
+            } catch (retryErr) {
+              console.error(`[cleanup] unlink after chmod failed for ${p}:`, retryErr);
+              throw retryErr;
+            }
+          } else if (err.code === "ENOENT") {
+            // already gone — ignore
+          } else {
+            throw err;
+          }
+        }
+      }
+    } catch (err: any) {
+      if (err.code === "ENOENT") return; // already gone
+      // rethrow to allow caller to log
+      throw err;
+    }
+  }
+
+  // Remove everything under folder (each top-level entry)
+  for (const name of before) {
+    const full = path.join(folder, name);
+    try {
+      if (typeof (fs as any).rm === "function") {
+        // Node >= 14.14/16+: use fs.rm with recursive & force
+        await (fs as any).rm(full, { recursive: true, force: true });
+        console.log(`[cleanup] removed (fs.rm): ${full}`);
+      } else {
+        // fallback
+        await recursiveRemove(full);
+        console.log(`[cleanup] removed (recursive): ${full}`);
+      }
+    } catch (err) {
+      console.error(`[cleanup] failed to remove ${full}:`, err);
+      // Try chmod and retry once for stubborn files
+      try {
+        if (fsSync.existsSync(full)) {
+          console.log(`[cleanup] attempting chmod+retry for ${full}`);
+          try {
+            fsSync.chmodSync(full, 0o666);
+            if (typeof (fs as any).rm === "function") {
+              await (fs as any).rm(full, { recursive: true, force: true });
+            } else {
+              await recursiveRemove(full);
+            }
+            console.log(`[cleanup] removed after chmod: ${full}`);
+            continue;
+          } catch (retryErr) {
+            console.error(`[cleanup] retry after chmod failed for ${full}:`, retryErr);
+          }
+        } else {
+          console.log(`[cleanup] ${full} disappeared before retry`);
+        }
+      } catch (permErr) {
+        console.error(`[cleanup] chmod/retry error for ${full}:`, permErr);
+      }
+      // continue to next entry even if this failed
+    }
+  }
+
+  // Read and log contents after
+  try {
+    const after = await fs.readdir(folder);
+    console.log(`[cleanup] after (${after.length}):`, after);
+  } catch (err) {
+    console.error(`[cleanup] failed to read folder ${folder} after removal:`, err);
+  }
+
+  console.log(`[cleanup] finished cleaning folder: ${folder}`);
+}

apps/Backend/src/utils/helpers.ts

@@ -0,0 +1,27 @@
+export function normalizeInsuranceId(raw: unknown): string | undefined {
+  if (raw === undefined || raw === null) return undefined;
+
+  // Accept numbers too (e.g. 12345), but prefer strings
+  let s: string;
+  if (typeof raw === "number") {
+    s = String(raw);
+  } else if (typeof raw === "string") {
+    s = raw;
+  } else {
+    // Not acceptable type
+    throw new Error("Insurance ID must be a numeric string.");
+  }
+
+  // Remove all whitespace
+  const cleaned = s.replace(/\s+/g, "");
+
+  // If empty after cleaning, treat as undefined
+  if (cleaned === "") return undefined;
+
+  // Only digits allowed (since you said it's numeric)
+  if (!/^\d+$/.test(cleaned)) {
+    throw new Error("Insurance ID must contain only digits.");
+  }
+
+  return cleaned;
+}

apps/Backend/src/utils/prismaFileUtils.ts

@@ -0,0 +1,12 @@
+/**
+ * Helper: convert Prisma CloudFile result to JSON-friendly object.
+ */
+export function serializeFile(f: any) {
+  if (!f) return null;
+  return {
+    ...f,
+    fileSize: typeof f.fileSize === "bigint" ? f.fileSize.toString() : f.fileSize,
+    createdAt: f.createdAt?.toISOString?.(),
+    updatedAt: f.updatedAt?.toISOString?.(),
+  };
+}

apps/Backend/tsconfig.json

@@ -0,0 +1,12 @@
+{
+  "extends": "@repo/typescript-config/base.json",
+  "compilerOptions": {
+    "outDir": "dist",
+    "module": "CommonJS",
+    "moduleResolution": "Node",
+    "noEmit": true
+  },
+
+  "include": ["src"],
+  "exclude": ["node_modules", "dist"]
+}

apps/Frontend/.env

@@ -0,0 +1,5 @@
+NODE_ENV=development
+HOST=0.0.0.0
+PORT=3000
+VITE_API_BASE_URL_BACKEND=
+# VITE_API_BASE_URL_BACKEND=http://localhost:5000

apps/Frontend/.env.example

@@ -0,0 +1,5 @@
+NODE_ENV=development
+HOST=0.0.0.0
+PORT=3000
+VITE_API_BASE_URL_BACKEND=http://192.168.1.37:5000
+# VITE_API_BASE_URL_BACKEND=http://localhost:5000

apps/Frontend/.gitignore

@@ -0,0 +1,24 @@
+# Logs
+logs
+*.log
+npm-debug.log*
+yarn-debug.log*
+yarn-error.log*
+pnpm-debug.log*
+lerna-debug.log*
+
+node_modules
+dist
+dist-ssr
+*.local
+
+# Editor directories and files
+.vscode/*
+!.vscode/extensions.json
+.idea
+.DS_Store
+*.suo
+*.ntvs*
+*.njsproj
+*.sln
+*.sw?

apps/Frontend/README.md

@@ -0,0 +1,54 @@
+# React + TypeScript + Vite
+
+This template provides a minimal setup to get React working in Vite with HMR and some ESLint rules.
+
+Currently, two official plugins are available:
+
+- [@vitejs/plugin-react](https://github.com/vitejs/vite-plugin-react/blob/main/packages/plugin-react) uses [Babel](https://babeljs.io/) for Fast Refresh
+- [@vitejs/plugin-react-swc](https://github.com/vitejs/vite-plugin-react/blob/main/packages/plugin-react-swc) uses [SWC](https://swc.rs/) for Fast Refresh
+
+## Expanding the ESLint configuration
+
+If you are developing a production application, we recommend updating the configuration to enable type-aware lint rules:
+
+```js
+export default tseslint.config({
+  extends: [
+    // Remove ...tseslint.configs.recommended and replace with this
+    ...tseslint.configs.recommendedTypeChecked,
+    // Alternatively, use this for stricter rules
+    ...tseslint.configs.strictTypeChecked,
+    // Optionally, add this for stylistic rules
+    ...tseslint.configs.stylisticTypeChecked,
+  ],
+  languageOptions: {
+    // other options...
+    parserOptions: {
+      project: ['./tsconfig.node.json', './tsconfig.app.json'],
+      tsconfigRootDir: import.meta.dirname,
+    },
+  },
+})
+```
+
+You can also install [eslint-plugin-react-x](https://github.com/Rel1cx/eslint-react/tree/main/packages/plugins/eslint-plugin-react-x) and [eslint-plugin-react-dom](https://github.com/Rel1cx/eslint-react/tree/main/packages/plugins/eslint-plugin-react-dom) for React-specific lint rules:
+
+```js
+// eslint.config.js
+import reactX from 'eslint-plugin-react-x'
+import reactDom from 'eslint-plugin-react-dom'
+
+export default tseslint.config({
+  plugins: {
+    // Add the react-x and react-dom plugins
+    'react-x': reactX,
+    'react-dom': reactDom,
+  },
+  rules: {
+    // other rules...
+    // Enable its recommended typescript rules
+    ...reactX.configs['recommended-typescript'].rules,
+    ...reactDom.configs.recommended.rules,
+  },
+})
+```

apps/Frontend/eslint.config.js

@@ -0,0 +1,28 @@
+import js from '@eslint/js'
+import globals from 'globals'
+import reactHooks from 'eslint-plugin-react-hooks'
+import reactRefresh from 'eslint-plugin-react-refresh'
+import tseslint from 'typescript-eslint'
+
+export default tseslint.config(
+  { ignores: ['dist'] },
+  {
+    extends: [js.configs.recommended, ...tseslint.configs.recommended],
+    files: ['**/*.{ts,tsx}'],
+    languageOptions: {
+      ecmaVersion: 2020,
+      globals: globals.browser,
+    },
+    plugins: {
+      'react-hooks': reactHooks,
+      'react-refresh': reactRefresh,
+    },
+    rules: {
+      ...reactHooks.configs.recommended.rules,
+      'react-refresh/only-export-components': [
+        'warn',
+        { allowConstantExport: true },
+      ],
+    },
+  },
+)

apps/Frontend/index.html

@@ -0,0 +1,13 @@
+<!doctype html>
+<html lang="en">
+  <head>
+    <meta charset="UTF-8" />
+    <link rel="icon" type="image/svg+xml" href="/favicon.svg" />
+    <meta name="viewport" content="width=device-width, initial-scale=1.0" />
+    <title>My Dental Office Management</title>
+  </head>
+  <body>
+    <div id="root"></div>
+    <script type="module" src="/src/main.tsx"></script>
+  </body>
+</html>

apps/Frontend/package.json

@@ -0,0 +1,105 @@
+{
+  "name": "frontend",
+  "private": true,
+  "version": "0.0.0",
+  "type": "module",
+  "scripts": {
+    "dev": "vite",
+    "build": "tsc -b && vite build",
+    "lint": "eslint .",
+    "preview": "vite preview"
+  },
+  "dependencies": {
+    "@hookform/resolvers": "^3.10.0",
+    "@jridgewell/trace-mapping": "^0.3.25",
+    "@radix-ui/react-accordion": "^1.2.4",
+    "@radix-ui/react-alert-dialog": "^1.1.7",
+    "@radix-ui/react-aspect-ratio": "^1.1.3",
+    "@radix-ui/react-avatar": "^1.1.4",
+    "@radix-ui/react-checkbox": "^1.1.5",
+    "@radix-ui/react-collapsible": "^1.1.4",
+    "@radix-ui/react-context-menu": "^2.2.7",
+    "@radix-ui/react-dialog": "^1.1.7",
+    "@radix-ui/react-dropdown-menu": "^2.1.7",
+    "@radix-ui/react-hover-card": "^1.1.7",
+    "@radix-ui/react-label": "^2.1.3",
+    "@radix-ui/react-menubar": "^1.1.7",
+    "@radix-ui/react-navigation-menu": "^1.2.6",
+    "@radix-ui/react-popover": "^1.1.7",
+    "@radix-ui/react-progress": "^1.1.3",
+    "@radix-ui/react-radio-group": "^1.2.4",
+    "@radix-ui/react-scroll-area": "^1.2.4",
+    "@radix-ui/react-select": "^2.1.7",
+    "@radix-ui/react-separator": "^1.1.3",
+    "@radix-ui/react-slider": "^1.2.4",
+    "@radix-ui/react-slot": "^1.2.0",
+    "@radix-ui/react-switch": "^1.1.4",
+    "@radix-ui/react-tabs": "^1.1.4",
+    "@radix-ui/react-toast": "^1.2.7",
+    "@radix-ui/react-toggle": "^1.1.3",
+    "@radix-ui/react-toggle-group": "^1.1.3",
+    "@radix-ui/react-tooltip": "^1.2.0",
+    "@react-pdf-viewer/core": "^3.12.0",
+    "@react-pdf-viewer/default-layout": "^3.12.0",
+    "@replit/vite-plugin-shadcn-theme-json": "^0.0.4",
+    "@repo/db": "*",
+    "@repo/typescript-config": "*",
+    "@tailwindcss/typography": "^0.5.15",
+    "@tailwindcss/vite": "^4.1.6",
+    "@tanstack/react-query": "^5.60.5",
+    "@tanstack/react-table": "^8.21.3",
+    "autoprefixer": "^10.4.20",
+    "class-variance-authority": "^0.7.1",
+    "clsx": "^2.1.1",
+    "cmdk": "^1.1.1",
+    "connect-pg-simple": "^10.0.0",
+    "cross-env": "^7.0.3",
+    "date-fns": "^4.1.0",
+    "dotenv": "^16.5.0",
+    "embla-carousel-react": "^8.6.0",
+    "framer-motion": "^11.13.1",
+    "input-otp": "^1.4.2",
+    "lucide-react": "^0.453.0",
+    "memorystore": "^1.6.7",
+    "next-themes": "^0.4.6",
+    "passport": "^0.7.0",
+    "passport-local": "^1.0.0",
+    "pdfjs-dist": "^3.11.174",
+    "postcss": "^8.4.47",
+    "react": "^19.1.0",
+    "react-contexify": "^6.0.0",
+    "react-day-picker": "9.7.0",
+    "react-dnd": "^16.0.1",
+    "react-dnd-html5-backend": "^16.0.1",
+    "react-dom": "^19.1.0",
+    "react-hook-form": "^7.55.0",
+    "react-icons": "^5.4.0",
+    "react-resizable-panels": "^2.1.7",
+    "recharts": "^2.15.2",
+    "socket.io-client": "^4.8.1",
+    "tailwind-merge": "^3.2.0",
+    "tailwindcss": "^3.4.17",
+    "tailwindcss-animate": "^1.0.7",
+    "tw-animate-css": "^1.2.5",
+    "use-debounce": "^10.0.4",
+    "vaul": "^1.1.2",
+    "wouter": "^3.7.0",
+    "ws": "^8.18.0",
+    "zod": "^3.24.2",
+    "zod-validation-error": "^3.4.0"
+  },
+  "devDependencies": {
+    "@eslint/js": "^9.25.0",
+    "@types/react": "^19.1.2",
+    "@types/react-dom": "^19.1.2",
+    "@types/tailwindcss": "^3.0.11",
+    "@vitejs/plugin-react": "^4.4.1",
+    "eslint": "^9.25.0",
+    "eslint-plugin-react-hooks": "^5.2.0",
+    "eslint-plugin-react-refresh": "^0.4.19",
+    "globals": "^16.0.0",
+    "typescript": "~5.8.3",
+    "typescript-eslint": "^8.30.1",
+    "vite": "^6.3.5"
+  }
+}

apps/Frontend/postcss.config.js

@@ -0,0 +1,6 @@
+export default {
+  plugins: {
+    tailwindcss: {},
+    autoprefixer: {},
+  },
+};

apps/Frontend/src/App.jsx

@@ -0,0 +1,60 @@
+import { Switch, Route, Redirect } from "wouter";
+import React, { lazy, Suspense } from "react";
+import { Provider } from "react-redux";
+import { store } from "./redux/store";
+import { queryClient } from "./lib/queryClient";
+import { QueryClientProvider } from "@tanstack/react-query";
+import { Toaster } from "./components/ui/toaster";
+import { TooltipProvider } from "./components/ui/tooltip";
+import { ProtectedRoute } from "./lib/protected-route";
+import { AuthProvider } from "./hooks/use-auth";
+import Dashboard from "./pages/dashboard";
+import LoadingScreen from "./components/ui/LoadingScreen";
+const AuthPage = lazy(() => import("./pages/auth-page"));
+const PatientConnectionPage = lazy(() => import("./pages/patient-connection-page"));
+const AppointmentsPage = lazy(() => import("./pages/appointments-page"));
+const PatientsPage = lazy(() => import("./pages/patients-page"));
+const SettingsPage = lazy(() => import("./pages/settings-page"));
+const ClaimsPage = lazy(() => import("./pages/claims-page"));
+const PaymentsPage = lazy(() => import("./pages/payments-page"));
+const InsuranceStatusPage = lazy(() => import("./pages/insurance-status-page"));
+const DocumentPage = lazy(() => import("./pages/documents-page"));
+const DatabaseManagementPage = lazy(() => import("./pages/database-management-page"));
+const ReportsPage = lazy(() => import("./pages/reports-page"));
+const CloudStoragePage = lazy(() => import("./pages/cloud-storage-page"));
+const NotFound = lazy(() => import("./pages/not-found"));
+function Router() {
+    return (<Switch>
+      <ProtectedRoute path="/" component={() => <Redirect to="/insurance-status"/>}/>
+
+      <ProtectedRoute path="/dashboard" component={() => <Dashboard />}/>
+      <ProtectedRoute path="/patient-connection" component={() => <PatientConnectionPage />}/>
+      <ProtectedRoute path="/appointments" component={() => <AppointmentsPage />}/>
+      <ProtectedRoute path="/patients" component={() => <PatientsPage />}/>
+      <ProtectedRoute path="/settings" component={() => <SettingsPage />}/>
+      <ProtectedRoute path="/claims" component={() => <ClaimsPage />}/>
+      <ProtectedRoute path="/insurance-status" component={() => <InsuranceStatusPage />}/>
+      <ProtectedRoute path="/payments" component={() => <PaymentsPage />}/>
+      <ProtectedRoute path="/documents" component={() => <DocumentPage />}/>
+      <ProtectedRoute path="/database-management" component={() => <DatabaseManagementPage />}/>
+      <ProtectedRoute path="/reports" component={() => <ReportsPage />}/>
+      <ProtectedRoute path="/cloud-storage" component={() => <CloudStoragePage />}/>
+      <Route path="/auth" component={() => <AuthPage />}/>
+      <Route component={() => <NotFound />}/>
+    </Switch>);
+}
+function App() {
+    return (<Provider store={store}>
+      <QueryClientProvider client={queryClient}>
+        <AuthProvider>
+          <TooltipProvider>
+            <Toaster />
+            <Suspense fallback={<LoadingScreen />}>
+              <Router />
+            </Suspense>
+          </TooltipProvider>
+        </AuthProvider>
+      </QueryClientProvider>
+    </Provider>);
+}
+export default App;

apps/Frontend/src/App.tsx

@@ -0,0 +1,81 @@
+import { Switch, Route, Redirect } from "wouter";
+import React, { lazy, Suspense } from "react";
+import { Provider } from "react-redux";
+import { store } from "./redux/store";
+import { queryClient } from "./lib/queryClient";
+import { QueryClientProvider } from "@tanstack/react-query";
+import { Toaster } from "./components/ui/toaster";
+import { TooltipProvider } from "./components/ui/tooltip";
+import { ProtectedRoute } from "./lib/protected-route";
+import { AuthProvider } from "./hooks/use-auth";
+import Dashboard from "./pages/dashboard";
+import LoadingScreen from "./components/ui/LoadingScreen";
+
+const AuthPage = lazy(() => import("./pages/auth-page"));
+const PatientConnectionPage = lazy(() => import("./pages/patient-connection-page"));
+const AppointmentsPage = lazy(() => import("./pages/appointments-page"));
+const PatientsPage = lazy(() => import("./pages/patients-page"));
+const SettingsPage = lazy(() => import("./pages/settings-page"));
+const ClaimsPage = lazy(() => import("./pages/claims-page"));
+const PaymentsPage = lazy(() => import("./pages/payments-page"));
+const InsuranceStatusPage = lazy(
+  () => import("./pages/insurance-status-page")
+);
+const DocumentPage = lazy(() => import("./pages/documents-page"));
+const DatabaseManagementPage = lazy(
+  () => import("./pages/database-management-page")
+);
+const ReportsPage = lazy(() => import("./pages/reports-page"));
+const CloudStoragePage = lazy(() => import("./pages/cloud-storage-page"));
+const NotFound = lazy(() => import("./pages/not-found"));
+
+function Router() {
+  return (
+    <Switch>
+      <ProtectedRoute path="/" component={() => <Redirect to="/insurance-status" />} />
+
+      <ProtectedRoute path="/dashboard" component={() => <Dashboard />} />
+      <ProtectedRoute path="/patient-connection" component={() => <PatientConnectionPage />} />
+      <ProtectedRoute
+        path="/appointments"
+        component={() => <AppointmentsPage />}
+      />
+      <ProtectedRoute path="/patients" component={() => <PatientsPage />} />
+      <ProtectedRoute path="/settings" component={() => <SettingsPage />} />
+      <ProtectedRoute path="/claims" component={() => <ClaimsPage />} />
+      <ProtectedRoute
+        path="/insurance-status"
+        component={() => <InsuranceStatusPage />}
+      />
+      <ProtectedRoute path="/payments" component={() => <PaymentsPage />} />
+      <ProtectedRoute path="/documents" component={() => <DocumentPage />} />
+      <ProtectedRoute
+        path="/database-management"
+        component={() => <DatabaseManagementPage />}
+      />
+      <ProtectedRoute path="/reports" component={() => <ReportsPage />} />
+      <ProtectedRoute path="/cloud-storage" component={() => <CloudStoragePage />} />
+      <Route path="/auth" component={() => <AuthPage />} />
+      <Route component={() => <NotFound />} />
+    </Switch>
+  );
+}
+
+function App() {
+  return (
+    <Provider store={store}>
+      <QueryClientProvider client={queryClient}>
+        <AuthProvider>
+          <TooltipProvider>
+            <Toaster />
+            <Suspense fallback={<LoadingScreen />}>
+              <Router />
+            </Suspense>
+          </TooltipProvider>
+        </AuthProvider>
+      </QueryClientProvider>
+    </Provider>
+  );
+}
+
+export default App;

apps/Frontend/src/components/analytics/appointments-by-day.tsx

@@ -0,0 +1,92 @@
+import { Card, CardContent, CardHeader, CardTitle } from "@/components/ui/card";
+import {
+  BarChart,
+  Bar,
+  XAxis,
+  YAxis,
+  CartesianGrid,
+  ResponsiveContainer,
+  Tooltip,
+} from "recharts";
+
+interface AppointmentsByDayProps {
+  appointments: any[];
+}
+
+export function AppointmentsByDay({ appointments }: AppointmentsByDayProps) {
+  const daysOfWeek = ["Mon", "Tue", "Wed", "Thu", "Fri", "Sat", "Sun"];
+  const countsByDay = daysOfWeek.map((day) => ({ day, count: 0 }));
+
+  // Get current date and set time to start of day (midnight)
+  const now = new Date();
+  now.setHours(0, 0, 0, 0);
+
+  // Calculate Monday of the current week
+  const day = now.getDay(); // 0 = Sunday, 1 = Monday, ...
+  const diffToMonday = day === 0 ? -6 : 1 - day; // adjust if Sunday
+  const monday = new Date(now);
+  monday.setDate(now.getDate() + diffToMonday);
+
+  // Sunday of the current week
+  const sunday = new Date(monday);
+  sunday.setDate(monday.getDate() + 6);
+
+  // Filter appointments only from this week (Monday to Sunday)
+  const appointmentsThisWeek = appointments.filter((appointment) => {
+    if (!appointment.date) return false;
+
+    const date = new Date(appointment.date);
+    // Reset time to compare just the date
+    date.setHours(0, 0, 0, 0);
+
+    return date >= monday && date <= sunday;
+  });
+
+  // Count appointments by day for current week
+  appointmentsThisWeek.forEach((appointment) => {
+    const date = new Date(appointment.date);
+    const dayOfWeek = date.getDay(); // 0 = Sunday, 1 = Monday, ...
+    const dayIndex = dayOfWeek === 0 ? 6 : dayOfWeek - 1; // Monday=0, Sunday=6
+    if (countsByDay[dayIndex]) {
+      countsByDay[dayIndex].count += 1;
+    }
+  });
+
+
+  return (
+    <Card className="shadow-sm">
+      <CardHeader className="pb-2">
+        <CardTitle className="text-base font-medium">
+          Appointments by Day
+        </CardTitle>
+        <p className="text-xs text-muted-foreground">
+          Distribution of appointments throughout the week
+        </p>
+      </CardHeader>
+      <CardContent>
+        <div className="h-[200px]">
+          <ResponsiveContainer width="100%" height="100%">
+            <BarChart
+              data={countsByDay}
+              margin={{ top: 5, right: 5, left: 0, bottom: 5 }}
+            >
+              <CartesianGrid strokeDasharray="3 3" vertical={false} />
+              <XAxis
+                dataKey="day"
+                fontSize={12}
+                tickLine={false}
+                axisLine={false}
+              />
+              <YAxis fontSize={12} tickLine={false} axisLine={false} />
+              <Tooltip
+                formatter={(value) => [`${value} appointments`, "Count"]}
+                labelFormatter={(value) => `${value}`}
+              />
+              <Bar dataKey="count" fill="#2563eb" radius={[4, 4, 0, 0]} />
+            </BarChart>
+          </ResponsiveContainer>
+        </div>
+      </CardContent>
+    </Card>
+  );
+}

apps/Frontend/src/components/analytics/new-patients.tsx

@@ -0,0 +1,70 @@
+import { Card, CardContent, CardHeader, CardTitle } from "@/components/ui/card";
+import { LineChart, Line, XAxis, YAxis, CartesianGrid, ResponsiveContainer, Tooltip } from "recharts";
+
+interface NewPatientsProps {
+  patients: any[];
+}
+
+export function NewPatients({ patients }: NewPatientsProps) {
+  // Get months for the chart
+  const months = ["Jan", "Feb", "Mar", "Apr", "May", "Jun", "Jul", "Aug", "Sep", "Oct", "Nov", "Dec"];
+  
+  // Process patient data by registration month
+  const patientsByMonth = months.map(month => ({ name: month, count: 0 }));
+  
+  // Count new patients by month
+  patients.forEach(patient => {
+    const createdDate = new Date(patient.createdAt);
+    const monthIndex = createdDate.getMonth();
+    if (patientsByMonth[monthIndex]) {
+  patientsByMonth[monthIndex].count += 1;
+}
+  });
+
+  // Add some sample data for visual effect if no patients
+  if (patients.length === 0) {
+    // Sample data pattern similar to the screenshot
+    const sampleData = [17, 12, 22, 16, 15, 17, 22, 28, 20, 16];
+    sampleData.forEach((value, index) => {
+      if (index < patientsByMonth.length ) {
+        if (patientsByMonth[index]) {
+        patientsByMonth[index].count = value;
+      }}
+    });
+  }
+
+  return (
+    <Card className="shadow-sm">
+      <CardHeader className="pb-2">
+        <CardTitle className="text-base font-medium">New Patients</CardTitle>
+        <p className="text-xs text-muted-foreground">Monthly trend of new patient registrations</p>
+      </CardHeader>
+      <CardContent>
+        <div className="h-[200px]">
+          <ResponsiveContainer width="100%" height="100%">
+            <LineChart
+              data={patientsByMonth}
+              margin={{ top: 5, right: 5, left: 0, bottom: 5 }}
+            >
+              <CartesianGrid strokeDasharray="3 3" vertical={false} />
+              <XAxis dataKey="name" fontSize={12} tickLine={false} axisLine={false} />
+              <YAxis fontSize={12} tickLine={false} axisLine={false} />
+              <Tooltip 
+                formatter={(value) => [`${value} patients`, "Count"]}
+                labelFormatter={(value) => `${value}`}
+              />
+              <Line 
+                type="monotone" 
+                dataKey="count" 
+                stroke="#f97316" 
+                strokeWidth={2}
+                dot={{ r: 4, strokeWidth: 2 }}
+                activeDot={{ r: 6, strokeWidth: 2 }}
+              />
+            </LineChart>
+          </ResponsiveContainer>
+        </div>
+      </CardContent>
+    </Card>
+  );
+}

apps/Frontend/src/components/appointment-procedures/appointment-procedures-dialog.tsx

@@ -0,0 +1,571 @@
+import { useState } from "react";
+import { useQuery, useMutation } from "@tanstack/react-query";
+import {
+  Dialog,
+  DialogContent,
+  DialogHeader,
+  DialogTitle,
+} from "@/components/ui/dialog";
+import { Button } from "@/components/ui/button";
+import { Input } from "@/components/ui/input";
+import { Label } from "@/components/ui/label";
+import { Trash2, Plus, Save, X } from "lucide-react";
+import { apiRequest, queryClient } from "@/lib/queryClient";
+import { useToast } from "@/hooks/use-toast";
+import { PROCEDURE_COMBOS } from "@/utils/procedureCombos";
+import {
+  CODE_MAP,
+  getPriceForCodeWithAgeFromMap,
+} from "@/utils/procedureCombosMapping";
+import { Patient, AppointmentProcedure } from "@repo/db/types";
+import { useLocation } from "wouter";
+import { DeleteConfirmationDialog } from "../ui/deleteDialog";
+import {
+  DirectComboButtons,
+  RegularComboButtons,
+} from "@/components/procedure/procedure-combo-buttons";
+
+interface Props {
+  open: boolean;
+  onOpenChange: (open: boolean) => void;
+  appointmentId: number;
+  patientId: number;
+  patient: Patient;
+}
+
+export function AppointmentProceduresDialog({
+  open,
+  onOpenChange,
+  appointmentId,
+  patientId,
+  patient,
+}: Props) {
+  const { toast } = useToast();
+
+  // -----------------------------
+  // state for manual add
+  // -----------------------------
+  const [manualCode, setManualCode] = useState("");
+  const [manualLabel, setManualLabel] = useState("");
+  const [manualFee, setManualFee] = useState("");
+  const [manualTooth, setManualTooth] = useState("");
+  const [manualSurface, setManualSurface] = useState("");
+
+  // -----------------------------
+  // state for inline edit
+  // -----------------------------
+  const [editingId, setEditingId] = useState<number | null>(null);
+  const [editRow, setEditRow] = useState<Partial<AppointmentProcedure>>({});
+  const [clearAllOpen, setClearAllOpen] = useState(false);
+
+  // for redirection to claim submission
+  const [, setLocation] = useLocation();
+
+  // -----------------------------
+  // fetch procedures
+  // -----------------------------
+  const { data: procedures = [], isLoading } = useQuery<AppointmentProcedure[]>(
+    {
+      queryKey: ["appointment-procedures", appointmentId],
+      queryFn: async () => {
+        const res = await apiRequest(
+          "GET",
+          `/api/appointment-procedures/${appointmentId}`,
+        );
+        if (!res.ok) throw new Error("Failed to load procedures");
+        return res.json();
+      },
+      enabled: open && !!appointmentId,
+    },
+  );
+
+  // -----------------------------
+  // mutations
+  // -----------------------------
+  const addManualMutation = useMutation({
+    mutationFn: async () => {
+      const payload = {
+        appointmentId,
+        patientId,
+        procedureCode: manualCode,
+        procedureLabel: manualLabel || null,
+        fee: manualFee ? Number(manualFee) : null,
+        toothNumber: manualTooth || null,
+        toothSurface: manualSurface || null,
+        source: "MANUAL",
+      };
+
+      const res = await apiRequest(
+        "POST",
+        "/api/appointment-procedures",
+        payload,
+      );
+      if (!res.ok) throw new Error("Failed to add procedure");
+      return res.json();
+    },
+    onSuccess: () => {
+      toast({ title: "Procedure added" });
+      setManualCode("");
+      setManualLabel("");
+      setManualFee("");
+      setManualTooth("");
+      setManualSurface("");
+      queryClient.invalidateQueries({
+        queryKey: ["appointment-procedures", appointmentId],
+      });
+    },
+    onError: (err: any) => {
+      toast({
+        title: "Error",
+        description: err.message ?? "Failed to add procedure",
+        variant: "destructive",
+      });
+    },
+  });
+
+  const bulkAddMutation = useMutation({
+    mutationFn: async (rows: any[]) => {
+      const res = await apiRequest(
+        "POST",
+        "/api/appointment-procedures/bulk",
+        rows,
+      );
+      if (!res.ok) throw new Error("Failed to add combo procedures");
+      return res.json();
+    },
+    onSuccess: () => {
+      toast({ title: "Combo added" });
+      queryClient.invalidateQueries({
+        queryKey: ["appointment-procedures", appointmentId],
+      });
+    },
+  });
+
+  const deleteMutation = useMutation({
+    mutationFn: async (id: number) => {
+      const res = await apiRequest(
+        "DELETE",
+        `/api/appointment-procedures/${id}`,
+      );
+      if (!res.ok) throw new Error("Failed to delete");
+    },
+    onSuccess: () => {
+      toast({ title: "Deleted" });
+      queryClient.invalidateQueries({
+        queryKey: ["appointment-procedures", appointmentId],
+      });
+    },
+  });
+
+  const clearAllMutation = useMutation({
+    mutationFn: async () => {
+      const res = await apiRequest(
+        "DELETE",
+        `/api/appointment-procedures/clear/${appointmentId}`,
+      );
+      if (!res.ok) throw new Error("Failed to clear procedures");
+    },
+    onSuccess: () => {
+      toast({ title: "All procedures cleared" });
+      queryClient.invalidateQueries({
+        queryKey: ["appointment-procedures", appointmentId],
+      });
+      setClearAllOpen(false);
+    },
+    onError: (err: any) => {
+      toast({
+        title: "Error",
+        description: err.message ?? "Failed to clear procedures",
+        variant: "destructive",
+      });
+    },
+  });
+
+  const updateMutation = useMutation({
+    mutationFn: async () => {
+      if (!editingId) return;
+      const res = await apiRequest(
+        "PUT",
+        `/api/appointment-procedures/${editingId}`,
+        editRow,
+      );
+      if (!res.ok) throw new Error("Failed to update");
+      return res.json();
+    },
+    onSuccess: () => {
+      toast({ title: "Updated" });
+      setEditingId(null);
+      setEditRow({});
+      queryClient.invalidateQueries({
+        queryKey: ["appointment-procedures", appointmentId],
+      });
+    },
+  });
+
+  // -----------------------------
+  // handlers
+  // -----------------------------
+  const handleAddCombo = (comboKey: string) => {
+    const combo = PROCEDURE_COMBOS[comboKey];
+    if (!combo || !patient?.dateOfBirth) return;
+
+    const serviceDate = new Date();
+    const dob = patient.dateOfBirth;
+
+    const age = (() => {
+      const birth = new Date(dob);
+      const ref = new Date(serviceDate);
+      let a = ref.getFullYear() - birth.getFullYear();
+      const hadBirthday =
+        ref.getMonth() > birth.getMonth() ||
+        (ref.getMonth() === birth.getMonth() &&
+          ref.getDate() >= birth.getDate());
+      if (!hadBirthday) a -= 1;
+      return a;
+    })();
+
+    const rows = combo.codes.map((code: string, idx: number) => {
+      const priceDecimal = getPriceForCodeWithAgeFromMap(CODE_MAP, code, age);
+
+      return {
+        appointmentId,
+        patientId,
+        procedureCode: code,
+        procedureLabel: combo.label,
+        fee: priceDecimal.toNumber(),
+        source: "COMBO",
+        comboKey: comboKey,
+        toothNumber: combo.toothNumbers?.[idx] ?? null,
+      };
+    });
+
+    bulkAddMutation.mutate(rows);
+  };
+
+  const startEdit = (row: AppointmentProcedure) => {
+    if (!row.id) return;
+
+    setEditingId(row.id);
+    setEditRow({
+      procedureCode: row.procedureCode,
+      procedureLabel: row.procedureLabel,
+      fee: row.fee,
+      toothNumber: row.toothNumber,
+      toothSurface: row.toothSurface,
+    });
+  };
+
+  const cancelEdit = () => {
+    setEditingId(null);
+    setEditRow({});
+  };
+
+  const handleDirectClaim = () => {
+    setLocation(`/claims?appointmentId=${appointmentId}&mode=direct`);
+    onOpenChange(false);
+  };
+
+  const handleManualClaim = () => {
+    setLocation(`/claims?appointmentId=${appointmentId}&mode=manual`);
+    onOpenChange(false);
+  };
+
+  // -----------------------------
+  // UI
+  // -----------------------------
+  return (
+    <Dialog open={open} onOpenChange={onOpenChange}>
+      <DialogContent
+        className="max-w-6xl max-h-[90vh] overflow-y-auto pointer-events-none"
+        onPointerDownOutside={(e) => {
+          if (clearAllOpen) {
+            e.preventDefault(); // block only when delete dialog is open
+          }
+        }}
+        onInteractOutside={(e) => {
+          if (clearAllOpen) {
+            e.preventDefault(); // block only when delete dialog is open
+          }
+        }}
+      >
+        <DialogHeader>
+          <DialogTitle className="text-xl font-semibold">
+            Appointment Procedures
+          </DialogTitle>
+        </DialogHeader>
+
+        {/* ================= COMBOS ================= */}
+        <div className="space-y-8 pointer-events-auto">
+          <DirectComboButtons
+            onDirectCombo={(comboKey) => {
+              handleAddCombo(comboKey);
+            }}
+          />
+
+          <RegularComboButtons
+            onRegularCombo={(comboKey) => {
+              handleAddCombo(comboKey);
+            }}
+          />
+        </div>
+
+        {/* ================= MANUAL ADD ================= */}
+        <div className="mt-8 border rounded-lg p-4 bg-muted/20 space-y-3">
+          <div className="font-medium text-sm">Add Manual Procedure</div>
+
+          <div className="grid grid-cols-1 md:grid-cols-5 gap-3">
+            <div>
+              <Label>Code</Label>
+              <Input
+                value={manualCode}
+                onChange={(e) => setManualCode(e.target.value)}
+                placeholder="D0120"
+              />
+            </div>
+
+            <div>
+              <Label>Label</Label>
+              <Input
+                value={manualLabel}
+                onChange={(e) => setManualLabel(e.target.value)}
+                placeholder="Exam"
+              />
+            </div>
+
+            <div>
+              <Label>Fee</Label>
+              <Input
+                value={manualFee}
+                onChange={(e) => setManualFee(e.target.value)}
+                placeholder="100"
+                type="number"
+              />
+            </div>
+
+            <div>
+              <Label>Tooth</Label>
+              <Input
+                value={manualTooth}
+                onChange={(e) => setManualTooth(e.target.value)}
+                placeholder="14"
+              />
+            </div>
+
+            <div>
+              <Label>Surface</Label>
+              <Input
+                value={manualSurface}
+                onChange={(e) => setManualSurface(e.target.value)}
+                placeholder="MO"
+              />
+            </div>
+          </div>
+
+          <div className="flex justify-end">
+            <Button
+              size="sm"
+              onClick={() => addManualMutation.mutate()}
+              disabled={!manualCode || addManualMutation.isPending}
+            >
+              <Plus className="h-4 w-4 mr-1" />
+              Add Procedure
+            </Button>
+          </div>
+        </div>
+
+        {/* ================= LIST ================= */}
+        <div className="mt-8 space-y-2">
+          <div className="flex items-center justify-between">
+            <div className="text-sm font-semibold">Selected Procedures</div>
+
+            <Button
+              variant="destructive"
+              size="sm"
+              disabled={!procedures.length}
+              onClick={() => setClearAllOpen(true)}
+            >
+              Clear All
+            </Button>
+          </div>
+
+          <div className="border rounded-lg divide-y bg-white">
+            {/* ===== TABLE HEADER ===== */}
+            <div className="grid grid-cols-[90px_1fr_90px_80px_80px_72px_72px] gap-2 px-3 py-2 text-xs font-semibold text-muted-foreground bg-muted/40">
+              <div>Code</div>
+              <div>Label</div>
+              <div>Fee</div>
+              <div>Tooth</div>
+              <div>Surface</div>
+              <div className="text-center">Edit</div>
+              <div className="text-center">Delete</div>
+            </div>
+
+            {isLoading && (
+              <div className="p-4 text-sm text-muted-foreground">
+                Loading...
+              </div>
+            )}
+
+            {!isLoading && procedures.length === 0 && (
+              <div className="p-4 text-sm text-muted-foreground">
+                No procedures added
+              </div>
+            )}
+
+            {procedures.map((p) => (
+              <div
+                key={p.id}
+                className="grid grid-cols-[90px_1fr_90px_80px_80px_72px_72px] gap-2 px-3 py-3 text-sm hover:bg-muted/40 transition"
+              >
+                {editingId === p.id ? (
+                  <>
+                    <Input
+                      className="w-[90px]"
+                      value={editRow.procedureCode ?? ""}
+                      onChange={(e) =>
+                        setEditRow({
+                          ...editRow,
+                          procedureCode: e.target.value,
+                        })
+                      }
+                    />
+                    <Input
+                      className="flex-1"
+                      value={editRow.procedureLabel ?? ""}
+                      onChange={(e) =>
+                        setEditRow({
+                          ...editRow,
+                          procedureLabel: e.target.value,
+                        })
+                      }
+                    />
+                    <Input
+                      className="w-[90px]"
+                      value={
+                        editRow.fee !== undefined && editRow.fee !== null
+                          ? String(editRow.fee)
+                          : ""
+                      }
+                      onChange={(e) =>
+                        setEditRow({ ...editRow, fee: Number(e.target.value) })
+                      }
+                    />
+
+                    <Input
+                      className="w-[80px]"
+                      value={editRow.toothNumber ?? ""}
+                      onChange={(e) =>
+                        setEditRow({
+                          ...editRow,
+                          toothNumber: e.target.value,
+                        })
+                      }
+                    />
+                    <Input
+                      className="w-[80px]"
+                      value={editRow.toothSurface ?? ""}
+                      onChange={(e) =>
+                        setEditRow({
+                          ...editRow,
+                          toothSurface: e.target.value,
+                        })
+                      }
+                    />
+                    <div className="flex justify-center">
+                      <Button
+                        size="icon"
+                        variant="ghost"
+                        onClick={() => updateMutation.mutate()}
+                      >
+                        <Save className="h-4 w-4" />
+                      </Button>
+                    </div>
+                    
+                    <div className="flex justify-center">
+                      <Button size="icon" variant="ghost" onClick={cancelEdit}>
+                        <X className="h-4 w-4" />
+                      </Button>
+                    </div>
+                  </>
+                ) : (
+                  <>
+                    <div className="w-[90px] font-medium">
+                      {p.procedureCode}
+                    </div>
+                    <div className="flex-1 text-muted-foreground">
+                      {p.procedureLabel}
+                    </div>
+                    <div className="w-[90px]">
+                      {p.fee !== null && p.fee !== undefined
+                        ? String(p.fee)
+                        : ""}
+                    </div>
+
+                    <div className="w-[80px]">{p.toothNumber}</div>
+                    <div className="w-[80px]">{p.toothSurface}</div>
+
+                    <div className="flex justify-center">
+                      <Button
+                        size="icon"
+                        variant="ghost"
+                        onClick={() => startEdit(p)}
+                      >
+                        Edit
+                      </Button>
+                    </div>
+
+                    <div className="flex justify-center">
+                      <Button
+                        size="icon"
+                        variant="ghost"
+                        onClick={() => deleteMutation.mutate(p.id!)}
+                      >
+                        <Trash2 className="h-4 w-4 text-red-500" />
+                      </Button>
+                    </div>
+                  </>
+                )}
+              </div>
+            ))}
+          </div>
+        </div>
+
+        {/* ================= FOOTER ================= */}
+        <div className="flex justify-between items-center gap-2 mt-8 pt-4 border-t">
+          <div className="flex gap-2">
+            <Button
+              className="bg-green-600 hover:bg-green-700"
+              disabled={!procedures.length}
+              onClick={handleDirectClaim}
+            >
+              Direct Claim
+            </Button>
+
+            <Button
+              variant="outline"
+              className="border-blue-500 text-blue-600 hover:bg-blue-50"
+              disabled={!procedures.length}
+              onClick={handleManualClaim}
+            >
+              Manual Claim
+            </Button>
+          </div>
+
+          <Button variant="outline" onClick={() => onOpenChange(false)}>
+            Close
+          </Button>
+        </div>
+      </DialogContent>
+
+      <DeleteConfirmationDialog
+        isOpen={clearAllOpen}
+        entityName="all procedures for this appointment"
+        onCancel={() => setClearAllOpen(false)}
+        onConfirm={() => {
+          setClearAllOpen(false);
+          clearAllMutation.mutate();
+        }}
+      />
+    </Dialog>
+  );
+}

apps/Frontend/src/components/appointments/add-appointment-modal.tsx

@@ -0,0 +1,54 @@
+import {
+  Dialog,
+  DialogContent,
+  DialogHeader,
+  DialogTitle,
+} from "@/components/ui/dialog";
+import { AppointmentForm } from "./appointment-form";
+import {
+  Appointment,
+  InsertAppointment,
+  UpdateAppointment,
+} from "@repo/db/types";
+
+interface AddAppointmentModalProps {
+  open: boolean;
+  onOpenChange: (open: boolean) => void;
+  onSubmit: (data: InsertAppointment | UpdateAppointment) => void;
+  onDelete?: (id: number) => void;
+  isLoading: boolean;
+  appointment?: Appointment;
+}
+
+export function AddAppointmentModal({
+  open,
+  onOpenChange,
+  onSubmit,
+  onDelete,
+  isLoading,
+  appointment,
+}: AddAppointmentModalProps) {
+  return (
+    <Dialog open={open} onOpenChange={onOpenChange}>
+      <DialogContent className="max-w-md">
+        <DialogHeader>
+          <DialogTitle>
+            {appointment ? "Edit Appointment" : "Add New Appointment"}
+          </DialogTitle>
+        </DialogHeader>
+        <div className="p-1">
+          <AppointmentForm
+            appointment={appointment}
+            onSubmit={(data) => {
+              onSubmit(data);
+              onOpenChange(false);
+            }}
+            isLoading={isLoading}
+            onDelete={onDelete}
+            onOpenChange={onOpenChange}
+          />
+        </div>
+      </DialogContent>
+    </Dialog>
+  );
+}