Files
Wellspringmanagement01/apps/Frontend/src/components/payments/payment-upload-documents-block.tsx
T
GiteadandClaude Sonnet 4.6 dd0df4a435 feat: payment PDF extraction, import, and remittance tracking
- Add Upload Payment Documents section with Extract & Download (Excel)
  and Extract & Import (database) buttons
- PDF extractor (pdfplumber) parses MassHealth RA PDFs: two-pass
  strategy joins summary-page ICN/patient map with detail-page
  procedure data (CDT code, paid code, tooth, date, allowed amount)
- RA cover-page summary (Payee ID, RA #, Payment Amount, etc.)
  included as separate Excel sheet; numeric values written as numbers
- Backend PDF import route groups rows by Member #, finds/creates
  patient, creates Payment + ServiceLines with ICN per procedure
- Add icn, paidCode, allowedAmount fields to ServiceLine schema
- Payments table: status simplified to Paid in Full / Balance;
  adjustment auto-computed on mhPaidAmount/copayment change;
  Paid in Full and Revert buttons with confirmation dialogs
- Edit Payment modal: shows ICN, Paid Code, Allowed Amount per line
- PDF Import badge distinguishes from OCR imports in payments table

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-07 12:53:50 -04:00

268 lines
9.8 KiB
TypeScript

import * as React from "react";
import * as XLSX from "xlsx";
import {
Card,
CardContent,
CardDescription,
CardHeader,
CardTitle,
} from "@/components/ui/card";
import { Button } from "@/components/ui/button";
import { FileText, X, Download, DatabaseIcon } from "lucide-react";
import { useMutation } from "@tanstack/react-query";
import { apiRequest, queryClient } from "@/lib/queryClient";
import { toast } from "@/hooks/use-toast";
import { QK_PAYMENTS_RECENT_BASE } from "@/components/payments/payments-recent-table";
import {
MultipleFileUploadZone,
MultipleFileUploadZoneHandle,
} from "../file-upload/multiple-file-upload-zone";
type Row = Record<string, string>;
type Header = Record<string, string>;
const COLUMNS: { key: string; label: string }[] = [
{ key: "Patient Name", label: "Patient Name" },
{ key: "Member #", label: "Member #" },
{ key: "ICN", label: "ICN" },
{ key: "Submitted Code", label: "Submitted Code" },
{ key: "Paid Code", label: "Paid Code" },
{ key: "Tooth", label: "Tooth" },
{ key: "Date of Service", label: "Date of Service" },
{ key: "Submitted Amount", label: "Submitted ($)" },
{ key: "Allowed Amount", label: "Allowed ($)" },
{ key: "Paid Amount", label: "Paid ($)" },
];
const SUMMARY_FIELDS = [
"Source File",
"Payee ID",
"Business NPI",
"Run #",
"RA #",
"RA Date",
"Claim Detail Amount",
"Claim Adjustment Amount",
"Misc. Adjustment Amount",
"Payment Amount",
];
// Convert a string value to a number if it looks numeric, otherwise keep as string.
// Handles: "36.00" → 36, "$14,369.00" → 14369, "($3,107.39)" → -3107.39
function toExcelValue(val: string): string | number {
if (!val) return "";
const stripped = val
.replace(/\$/g, "")
.replace(/,/g, "")
.replace(/^\((.+)\)$/, "-$1") // (3,107.39) → -3107.39
.trim();
const num = Number(stripped);
return stripped !== "" && !isNaN(num) ? num : val;
}
function downloadExcel(rows: Row[], headers: Header[], sourceFileName: string) {
const wb = XLSX.utils.book_new();
// Sheet 1 — RA Summary (one row per uploaded PDF)
if (headers.length > 0) {
const summaryData = headers.map((h) => {
const out: Record<string, string | number> = {};
SUMMARY_FIELDS.forEach((f) => { out[f] = toExcelValue(h[f] ?? ""); });
return out;
});
const wsSummary = XLSX.utils.json_to_sheet(summaryData, {
header: SUMMARY_FIELDS,
});
XLSX.utils.book_append_sheet(wb, wsSummary, "RA Summary");
}
// Sheet 2 — Payment Data (one row per ICN)
const data = rows.map((row) => {
const out: Record<string, string | number> = {};
COLUMNS.forEach(({ key, label }) => { out[label] = toExcelValue(row[key] ?? ""); });
return out;
});
const wsData = XLSX.utils.json_to_sheet(data, {
header: COLUMNS.map((c) => c.label),
});
XLSX.utils.book_append_sheet(wb, wsData, "Payment Data");
const name = sourceFileName.replace(/\.pdf$/i, "") || "payment_extract";
XLSX.writeFile(wb, `${name}.xlsx`);
}
export default function PaymentUploadDocumentsBlock() {
const MAX_FILES = 10;
const ACCEPTED_FILE_TYPES = "application/pdf";
const uploadZoneRef = React.useRef<MultipleFileUploadZoneHandle | null>(null);
const [filesForUI, setFilesForUI] = React.useState<File[]>([]);
const [isUploading] = React.useState(false);
const [error, setError] = React.useState<string | null>(null);
// ── shared extract helper ────────────────────────────────────────────────
const extractData = async (files: File[]): Promise<{ rows: Row[]; headers: Header[] }> => {
const formData = new FormData();
files.forEach((file) => formData.append("files", file, file.name));
const res = await apiRequest("POST", "/api/payment-pdf/extract", formData);
if (!res.ok) {
const err = await res.json().catch(() => ({}));
throw new Error(err?.error || "Failed to extract PDF data");
}
const data = (await res.json()) as { rows: Row[]; headers: Header[] };
return { rows: data.rows ?? [], headers: data.headers ?? [] };
};
const getFiles = () => {
const files = uploadZoneRef.current?.getFiles() ?? [];
if (!files.length) {
setError("Please upload at least one PDF file.");
return null;
}
setError(null);
return files;
};
// ── Extract & Download ───────────────────────────────────────────────────
const downloadMutation = useMutation({
mutationFn: async (files: File[]) => {
const { rows, headers } = await extractData(files);
return { rows, headers, sourceName: files[0]?.name ?? "payment_extract" };
},
onSuccess: ({ rows, headers, sourceName }) => {
if (rows.length === 0) {
toast({ title: "No data", description: "No rows were extracted from the PDF.", variant: "destructive" });
return;
}
downloadExcel(rows, headers, sourceName);
toast({ title: "Downloaded", description: `${rows.length} rows exported to Excel.` });
},
onError: (err: any) => {
toast({ title: "Error", description: err.message, variant: "destructive" });
},
});
// ── Extract & Import ─────────────────────────────────────────────────────
const importMutation = useMutation({
mutationFn: async (files: File[]) => {
const { rows } = await extractData(files);
if (rows.length === 0) throw new Error("No rows extracted from the PDF.");
const res = await apiRequest("POST", "/api/payment-pdf/import", { rows });
if (!res.ok) {
const err = await res.json().catch(() => ({}));
throw new Error(err?.error || "Import failed");
}
return res.json();
},
onSuccess: async (data) => {
toast({
title: "Imported",
description: `${data.paymentIds?.length ?? 0} payment(s) created successfully.`,
});
await queryClient.invalidateQueries({ queryKey: QK_PAYMENTS_RECENT_BASE });
},
onError: (err: any) => {
toast({ title: "Error", description: err.message, variant: "destructive" });
},
});
const handleZoneFilesChange = React.useCallback((files: File[]) => {
setFilesForUI(files);
setError(null);
}, []);
const removeUploadedFile = React.useCallback((index: number) => {
uploadZoneRef.current?.removeFile(index);
}, []);
const busy = downloadMutation.isPending || importMutation.isPending;
return (
<div className="mb-8">
<Card>
<CardHeader>
<CardTitle>Upload Payment Documents</CardTitle>
<CardDescription>
Upload up to 10 MassHealth remittance PDFs. Extract and download as
Excel, or import directly into the database.
</CardDescription>
</CardHeader>
<CardContent>
<div className="bg-gray-100 p-4 rounded-md space-y-4">
<MultipleFileUploadZone
ref={uploadZoneRef}
isUploading={isUploading}
acceptedFileTypes={ACCEPTED_FILE_TYPES}
maxFiles={MAX_FILES}
onFilesChange={handleZoneFilesChange}
/>
{filesForUI.length > 0 && (
<div>
<p className="text-sm text-gray-600 mb-2">
Uploaded ({filesForUI.length}/{MAX_FILES})
</p>
<ul className="space-y-2 max-h-48 overflow-auto">
{filesForUI.map((file, idx) => (
<li
key={`${file.name}-${file.size}-${idx}`}
className="flex items-center justify-between border rounded-md p-2 bg-white"
>
<div className="flex items-center gap-3">
<FileText className="h-6 w-6 text-blue-500" />
<div className="text-left">
<p className="font-medium text-blue-700 truncate">{file.name}</p>
<p className="text-sm text-gray-500">
{(file.size / 1024 / 1024).toFixed(2)} MB
</p>
</div>
</div>
<Button variant="ghost" size="sm" onClick={() => removeUploadedFile(idx)}>
<X className="h-4 w-4" />
</Button>
</li>
))}
</ul>
</div>
)}
</div>
<div className="mt-4 flex gap-3">
{/* Extract & Download */}
<Button
className="flex-1 h-12 gap-2 bg-blue-600 hover:bg-blue-700 text-white"
type="button"
disabled={busy || !filesForUI.length}
onClick={() => {
const files = getFiles();
if (files) downloadMutation.mutate(files);
}}
>
<Download className="h-4 w-4" />
{downloadMutation.isPending ? "Extracting…" : "Extract & Download"}
</Button>
{/* Extract & Import */}
<Button
className="flex-1 h-12 gap-2 bg-teal-600 hover:bg-teal-700 text-white"
type="button"
disabled={busy || !filesForUI.length}
onClick={() => {
const files = getFiles();
if (files) importMutation.mutate(files);
}}
>
<DatabaseIcon className="h-4 w-4" />
{importMutation.isPending ? "Importing…" : "Extract & Import"}
</Button>
</div>
{error && <p className="mt-3 text-sm text-red-600">{error}</p>}
</CardContent>
</Card>
</div>
);
}