feat(claims): add tracking number and status history for claims
- Introduced `tracking_number` field in the `claims` table to store the insurance tracking number. - Created `claim_status_logs` table to maintain a history of status changes for claims, including who made the change and when. - Implemented `ClaimStatusLog` entity and repository for managing status log entries. - Updated `ClaimService` to log transitions and handle tracking numbers during claim submissions. - Added new API endpoint for fetching claims by patient, including detailed claim history and status logs. - Enhanced frontend with a new `ClaimPatientDetailPage` to display claims and their status history. - Added tests to ensure correct aggregation of claims and proper handling of status transitions.
This commit is contained in:
hamed
@@ -47,6 +47,7 @@ import EditSessionPage from './pages/EditSessionPage';
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import SessionPaymentPage from './pages/SessionPaymentPage';
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import InsurancePricingPage from './pages/InsurancePricingPage';
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import ClaimsPage from './pages/ClaimsPage';
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import ClaimPatientDetailPage from './pages/ClaimPatientDetailPage';
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import DoctorClaimsPage from './pages/DoctorClaimsPage';
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import MyFinancialPage from './pages/MyFinancialPage';
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import ClinicFormPage from './pages/ClinicFormPage';
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@@ -235,6 +236,7 @@ export default function App() {
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<Route path="my-patients/:recordUuid/session/:sessionUuid/edit" element={<RoleRoute roles={['doctor', 'secretary', 'clinic']} blockClinicScope><EditSessionPage /></RoleRoute>} />
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<Route path="insurance-pricing" element={<RoleRoute roles={['doctor', 'clinic']} blockClinicScope><InsurancePricingPage /></RoleRoute>} />
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<Route path="claims" element={<RoleRoute roles={['doctor', 'clinic']} blockClinicScope><ClaimsPage /></RoleRoute>} />
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<Route path="claims/:patientUuid" element={<RoleRoute roles={['doctor', 'clinic']} blockClinicScope><ClaimPatientDetailPage /></RoleRoute>} />
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<Route path="my-financial" element={<RoleRoute roles={['doctor', 'secretary', 'clinic']}><MyFinancialPage /></RoleRoute>} />
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{/* فاز ۲ — دکتر / کلینیک */}
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@@ -1,5 +1,5 @@
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import React from 'react';
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import type { AppointmentStatus, PaymentStatus, SmsTemplateStatus, SettlementStatus } from '../../types';
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import type { AppointmentStatus, PaymentStatus, SmsTemplateStatus, SettlementStatus, ClaimStatus } from '../../types';
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type BadgeColor = 'green' | 'amber' | 'red' | 'blue' | 'violet' | 'gray';
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@@ -36,8 +36,17 @@ const settlementMap: Record<SettlementStatus, { color: BadgeColor; label: string
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rejected: { color: 'red', label: 'رد شده' },
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};
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const claimMap: Record<ClaimStatus, { color: BadgeColor; label: string }> = {
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pending: { color: 'gray', label: 'در انتظار ارسال' },
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submitted: { color: 'blue', label: 'ارسال شده' },
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approved: { color: 'amber', label: 'تأیید شده' },
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rejected: { color: 'red', label: 'رد شده' },
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paid: { color: 'green', label: 'پرداخت شده' },
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mixed: { color: 'violet', label: 'وضعیتهای مختلف' },
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};
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interface Props {
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type: 'appointment' | 'payment' | 'sms' | 'settlement' | 'active';
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type: 'appointment' | 'payment' | 'sms' | 'settlement' | 'active' | 'claim';
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value: string;
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}
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@@ -57,6 +66,9 @@ export default function StatusBadge({ type, value }: Props) {
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} else if (type === 'settlement') {
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const m = settlementMap[value as SettlementStatus];
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if (m) { color = m.color; label = m.label; }
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} else if (type === 'claim') {
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const m = claimMap[value as ClaimStatus];
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if (m) { color = m.color; label = m.label; }
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} else if (type === 'active') {
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color = value === 'true' || value === 'active' ? 'green' : 'gray';
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label = value === 'true' || value === 'active' ? 'فعال' : 'غیرفعال';
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@@ -0,0 +1,269 @@
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import { useState } from 'react';
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import { useQuery, useMutation, useQueryClient } from '@tanstack/react-query';
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import { useParams, useSearchParams } from 'react-router-dom';
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import { toast } from 'sonner';
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import { api } from '../lib/api';
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import { formatRial, formatNumber, formatDate, formatDateTime } from '../lib/utils';
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import type { ClaimDetailRow, ClaimStatusLogEntry } from '../types';
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import type { ApiResponse } from '../lib/api';
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import PageHeader from '../components/ui/PageHeader';
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import DataTable, { type Column } from '../components/ui/DataTable';
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import StatusBadge from '../components/ui/StatusBadge';
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import SearchableSelect from '../components/ui/SearchableSelect';
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import Modal from '../components/ui/Modal';
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import FeatureGate from '../components/ui/FeatureGate';
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interface PatientHeader {
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uuid: string;
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record_uuid: string;
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full_name: string | null;
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mobile: string | null;
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national_code: string | null;
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}
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interface DetailPayload {
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patient: PatientHeader;
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claims: ClaimDetailRow[];
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}
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const STATUS_OPTIONS = [
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{ value: '', label: 'همه وضعیتها' },
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{ value: 'pending', label: 'در انتظار ارسال' },
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{ value: 'submitted', label: 'ارسال شده' },
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{ value: 'approved', label: 'تأیید شده' },
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{ value: 'rejected', label: 'رد شده' },
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{ value: 'paid', label: 'پرداخت شده' },
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];
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const ACTION_LABEL: Record<string, string> = {
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submitted: 'ارسال به بیمه',
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approved: 'تأیید',
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rejected: 'رد',
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paid: 'ثبت پرداخت',
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};
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/** نام endpoint برای هر وضعیت مقصد — وضعیتها اسم فعل ندارند. */
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const ACTION_PATH: Record<string, string> = {
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submitted: 'submit',
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approved: 'approve',
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rejected: 'reject',
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paid: 'pay',
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};
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const KIND_LABEL: Record<string, string> = { base: 'پایه', supplementary: 'تکمیلی' };
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function Timeline({ logs }: { logs: ClaimStatusLogEntry[] }) {
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if (logs.length === 0) return <div style={{ fontSize: 13, color: 'var(--text-3)' }}>رویدادی ثبت نشده است.</div>;
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return (
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<div style={{ display: 'flex', flexDirection: 'column', gap: 12 }}>
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{logs.map((log) => (
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<div key={log.uuid} style={{ display: 'flex', gap: 10, alignItems: 'flex-start' }}>
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<span style={{ marginTop: 6, width: 8, height: 8, borderRadius: '50%', background: 'var(--primary)', flexShrink: 0 }} />
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<div style={{ minWidth: 0 }}>
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<div style={{ fontSize: 13, fontWeight: 600 }}>
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<StatusBadge type="claim" value={log.to_status} />
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</div>
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<div style={{ fontSize: 12, color: 'var(--text-3)', marginTop: 4 }}>
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{formatDateTime(log.at)}
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{log.by ? ` · ${log.by}` : ''}
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</div>
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{log.note && <div style={{ fontSize: 12.5, marginTop: 4 }}>{log.note}</div>}
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</div>
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</div>
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))}
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</div>
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);
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}
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/** داشبورد پروندههای بیمه — سطح دوم: همهی مطالبات یک بیمار با تاریخچهی کامل. */
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export default function ClaimPatientDetailPage() {
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const { patientUuid = '' } = useParams();
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const [params, setParams] = useSearchParams();
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const queryClient = useQueryClient();
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const [selected, setSelected] = useState<ClaimDetailRow | null>(null);
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const [pendingAction, setPendingAction] = useState<{ claim: ClaimDetailRow; target: string } | null>(null);
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const [reason, setReason] = useState('');
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const [trackingNumber, setTrackingNumber] = useState('');
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const status = params.get('status') ?? '';
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const setParam = (patch: Record<string, string>) => {
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const next = new URLSearchParams(params);
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Object.entries(patch).forEach(([k, v]) => (v ? next.set(k, v) : next.delete(k)));
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setParams(next, { replace: true });
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};
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const queryString = status ? `?status=${status}` : '';
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const detailQuery = useQuery<ApiResponse<DetailPayload>>({
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queryKey: ['claims-patient-detail', patientUuid, status],
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queryFn: () => api.get(`/api/v1/billing/claims/by-patient/${patientUuid}${queryString}`),
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enabled: !!patientUuid,
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});
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const payload = detailQuery.data?.data ?? null;
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const patient = payload?.patient ?? null;
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const claims = payload?.claims ?? [];
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const transitionMut = useMutation({
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mutationFn: ({ uuid, target, body }: { uuid: string; target: string; body: Record<string, unknown> }) =>
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api.post(`/api/v1/billing/claims/${uuid}/${ACTION_PATH[target]}`, body),
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onSuccess: () => {
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toast.success('وضعیت مطالبه بهروز شد');
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queryClient.invalidateQueries({ queryKey: ['claims-patient-detail'] });
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queryClient.invalidateQueries({ queryKey: ['claims-by-patient'] });
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queryClient.invalidateQueries({ queryKey: ['insurance-debt'] });
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closeAction();
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},
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onError: (e: unknown) => toast.error(e instanceof Error ? e.message : 'ثبت تغییر وضعیت ناموفق بود'),
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});
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const closeAction = () => {
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setPendingAction(null);
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setReason('');
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setTrackingNumber('');
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};
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const confirmAction = () => {
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if (!pendingAction) return;
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const { claim, target } = pendingAction;
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if (target === 'rejected' && reason.trim() === '') {
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toast.error('دلیل رد الزامی است');
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return;
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}
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transitionMut.mutate({
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uuid: claim.uuid,
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target,
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body: target === 'rejected' ? { reason: reason.trim() } : { tracking_number: trackingNumber.trim() || undefined },
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});
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};
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const columns: Column<ClaimDetailRow>[] = [
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{ key: 'visit_date', header: 'تاریخ مراجعه', render: (r) => (r.visit_date ? formatDate(r.visit_date) : '—') },
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{ key: 'doctor_name', header: 'پزشک', render: (r) => r.doctor_name ?? '—' },
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{ key: 'insurance_name', header: 'بیمه', render: (r) => `${r.insurance_name ?? '—'} (${KIND_LABEL[r.insurance_kind] ?? r.insurance_kind})` },
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{ key: 'service_base_rials', header: 'مبلغ اصلی', render: (r) => formatRial(r.service_base_rials) },
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{ key: 'coverage_percent', header: 'پوشش بیمه', render: (r) => `${formatNumber(r.coverage_percent)}٪` },
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{ key: 'insurance_share_rials', header: 'سهم بیمه', render: (r) => formatRial(r.insurance_share_rials) },
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{ key: 'patient_share_rials', header: 'سهم بیمار', render: (r) => formatRial(r.patient_share_rials) },
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{ key: 'status', header: 'وضعیت', render: (r) => <StatusBadge type="claim" value={r.status} /> },
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{ key: 'submitted_at', header: 'تاریخ ارسال', render: (r) => (r.submitted_at ? formatDate(r.submitted_at) : '—') },
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{ key: 'settled_at', header: 'تاریخ تسویه', render: (r) => (r.settled_at ? formatDate(r.settled_at) : '—') },
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{ key: 'tracking_number', header: 'شماره پیگیری', render: (r) => r.tracking_number ?? '—' },
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];
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return (
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<FeatureGate feature="insurance">
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<PageHeader
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title={patient?.full_name ?? 'پرونده بیمه بیمار'}
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description={[patient?.mobile, patient?.national_code].filter(Boolean).join(' · ') || undefined}
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breadcrumbs={[
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{ label: 'داشبورد', to: '/admin' },
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{ label: 'پروندههای بیمه', to: '/admin/claims' },
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{ label: patient?.full_name ?? '—' },
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]}
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/>
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<div className="card" style={{ padding: 18 }}>
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<div style={{ minWidth: 180, marginBottom: 16 }}>
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<label className="field-label">وضعیت</label>
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<SearchableSelect
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options={STATUS_OPTIONS}
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value={status}
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onChange={(v) => setParam({ status: v ? String(v) : '' })}
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placeholder="همه وضعیتها"
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height={38}
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/>
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</div>
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<DataTable
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columns={columns}
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data={claims}
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loading={detailQuery.isLoading}
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emptyMessage="مطالبهای برای این بیمار ثبت نشده است."
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actions={(row) => (
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<div style={{ display: 'flex', gap: 6, alignItems: 'center' }}>
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<button className="btn ghost sm" onClick={() => setSelected(row)}>جزئیات</button>
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{row.allowed_transitions.map((target) => (
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<button
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key={target}
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className="btn primary sm"
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onClick={() => setPendingAction({ claim: row, target })}
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disabled={transitionMut.isPending}
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>
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{ACTION_LABEL[target] ?? target}
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</button>
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))}
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</div>
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)}
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/>
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</div>
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<Modal open={!!selected} title="جزئیات مطالبه" size="lg" onClose={() => setSelected(null)}>
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{selected && (
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<div dir="rtl" style={{ display: 'flex', flexDirection: 'column', gap: 18 }}>
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<div style={{ display: 'grid', gridTemplateColumns: 'repeat(auto-fit, minmax(160px, 1fr))', gap: 12, fontSize: 13 }}>
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<div><span style={{ color: 'var(--text-3)' }}>بیمه: </span>{selected.insurance_name ?? '—'}</div>
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<div><span style={{ color: 'var(--text-3)' }}>نوع: </span>{KIND_LABEL[selected.insurance_kind] ?? selected.insurance_kind}</div>
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<div><span style={{ color: 'var(--text-3)' }}>مبلغ اصلی: </span>{formatRial(selected.service_base_rials)}</div>
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<div><span style={{ color: 'var(--text-3)' }}>سهم بیمه: </span>{formatRial(selected.insurance_share_rials)}</div>
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<div><span style={{ color: 'var(--text-3)' }}>سهم بیمار: </span>{formatRial(selected.patient_share_rials)}</div>
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<div><span style={{ color: 'var(--text-3)' }}>تأییدشده: </span>{selected.total_approved_rials !== null ? formatRial(selected.total_approved_rials) : '—'}</div>
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<div><span style={{ color: 'var(--text-3)' }}>پرداختشده: </span>{selected.total_paid_rials !== null ? formatRial(selected.total_paid_rials) : '—'}</div>
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<div><span style={{ color: 'var(--text-3)' }}>شماره پیگیری: </span>{selected.tracking_number ?? '—'}</div>
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</div>
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{selected.reject_reason && (
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<div style={{ fontSize: 13, color: 'var(--danger)' }}>دلیل رد: {selected.reject_reason}</div>
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)}
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<div>
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<div style={{ fontSize: 14, fontWeight: 600, marginBottom: 12 }}>تاریخچه تغییرات</div>
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<Timeline logs={selected.logs} />
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</div>
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</div>
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)}
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</Modal>
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<Modal
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open={!!pendingAction}
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title={pendingAction ? ACTION_LABEL[pendingAction.target] ?? 'تغییر وضعیت' : ''}
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size="sm"
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onClose={closeAction}
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footer={
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<>
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<button className="btn ghost sm" onClick={closeAction}>انصراف</button>
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<button className="btn primary sm" onClick={confirmAction} disabled={transitionMut.isPending}>تأیید</button>
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</>
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}
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>
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{pendingAction?.target === 'rejected' ? (
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<div>
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<label className="field-label">دلیل رد (الزامی)</label>
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<textarea
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className="input"
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rows={3}
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value={reason}
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onChange={(e) => setReason(e.target.value)}
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placeholder="دلیل رد مطالبه توسط بیمه"
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/>
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</div>
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) : pendingAction?.target === 'submitted' ? (
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<div>
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<label className="field-label">شماره پیگیری بیمه (اختیاری)</label>
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<input
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className="input"
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value={trackingNumber}
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onChange={(e) => setTrackingNumber(e.target.value)}
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placeholder="مثلاً TM-4419-88"
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/>
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</div>
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) : (
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<div style={{ fontSize: 13 }}>آیا از ثبت این تغییر وضعیت مطمئن هستید؟</div>
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)}
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</Modal>
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</FeatureGate>
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);
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}
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+166
-285
@@ -1,16 +1,37 @@
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import { useState, useMemo, useEffect } from 'react';
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import { useQuery, useMutation, useQueryClient } from '@tanstack/react-query';
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import { CheckIcon, XMarkIcon, PaperAirplaneIcon, BanknotesIcon, MagnifyingGlassIcon, ArrowPathIcon } from '@heroicons/react/24/outline';
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import { toast } from 'sonner';
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import { useMemo } from 'react';
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import { useQuery } from '@tanstack/react-query';
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import { useNavigate, useSearchParams } from 'react-router-dom';
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import { ArrowPathIcon } from '@heroicons/react/24/outline';
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import { api } from '../lib/api';
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import { formatRial, formatNumber, formatDate } from '../lib/utils';
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import { formatRial, formatNumber } from '../lib/utils';
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import type { ClaimPatientRow } from '../types';
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import type { ApiResponse, PaginatedResponse } from '../lib/api';
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import PageHeader from '../components/ui/PageHeader';
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import Modal from '../components/ui/Modal';
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import DataTable, { type Column } from '../components/ui/DataTable';
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import StatCard from '../components/ui/StatCard';
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import StatusBadge from '../components/ui/StatusBadge';
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import SearchableSelect from '../components/ui/SearchableSelect';
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import PersianDatePicker from '../components/ui/PersianDatePicker';
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import FeatureGate from '../components/ui/FeatureGate';
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import Pagination from '../components/ui/Pagination';
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const LIMIT = 20;
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const STATUS_OPTIONS = [
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{ value: '', label: 'همه وضعیتها' },
|
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{ value: 'pending', label: 'در انتظار ارسال' },
|
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{ value: 'submitted', label: 'ارسال شده' },
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{ value: 'approved', label: 'تأیید شده' },
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{ value: 'rejected', label: 'رد شده' },
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{ value: 'paid', label: 'پرداخت شده' },
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];
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const PAYMENT_OPTIONS = [
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{ value: '', label: 'همه' },
|
||||
{ value: 'paid', label: 'وصولشده' },
|
||||
{ value: 'unpaid', label: 'وصولنشده' },
|
||||
];
|
||||
|
||||
const isoNDaysAgo = (days: number): string => {
|
||||
const d = new Date();
|
||||
d.setDate(d.getDate() - days);
|
||||
@@ -29,34 +50,6 @@ const endOfDayUnix = (iso: string): number | null => {
|
||||
return Number.isNaN(t) ? null : Math.floor(t / 1000);
|
||||
};
|
||||
|
||||
interface ClaimItem {
|
||||
invoice_item_id: number;
|
||||
claimed_rials: number;
|
||||
approved_rials: number | null;
|
||||
title: string | null;
|
||||
is_visit: boolean;
|
||||
quantity: number;
|
||||
total_rials: number | null;
|
||||
visit_date: number | null;
|
||||
}
|
||||
|
||||
interface Claim {
|
||||
uuid: string;
|
||||
insurance_id: number;
|
||||
insurance_name: string | null;
|
||||
insurance_kind: string;
|
||||
total_claimed_rials: number;
|
||||
total_approved_rials: number | null;
|
||||
total_paid_rials: number | null;
|
||||
status: string;
|
||||
reject_reason: string | null;
|
||||
patient_name: string | null;
|
||||
patient_mobile: string | null;
|
||||
items: ClaimItem[];
|
||||
}
|
||||
|
||||
interface InsuranceOption { insurance_id: number; insurance_name: string | null }
|
||||
|
||||
interface DebtRow {
|
||||
insurance_id: number;
|
||||
insurance_name: string | null;
|
||||
@@ -66,128 +59,120 @@ interface DebtRow {
|
||||
debt: number;
|
||||
}
|
||||
|
||||
const STATUS_META: Record<string, { label: string; cls: string }> = {
|
||||
pending: { label: 'در انتظار', cls: 'gray' },
|
||||
submitted: { label: 'ارسالشده', cls: 'blue' },
|
||||
approved: { label: 'تأییدشده', cls: 'amber' },
|
||||
rejected: { label: 'ردشده', cls: 'red' },
|
||||
paid: { label: 'پرداختشده', cls: 'green' },
|
||||
};
|
||||
|
||||
const KIND_LABEL: Record<string, string> = { base: 'پایه', supplementary: 'تکمیلی' };
|
||||
const STATUS_FILTERS = ['', 'pending', 'submitted', 'approved', 'rejected', 'paid'];
|
||||
|
||||
/**
|
||||
* داشبورد پروندههای بیمه — سطح اول: یک ردیف بهازای هر بیمار.
|
||||
* فیلترها در query string زندگی میکنند تا رفرش و اشتراک لینک، نما را حفظ کند.
|
||||
*/
|
||||
export default function ClaimsPage() {
|
||||
const qc = useQueryClient();
|
||||
const [statusFilter, setStatusFilter] = useState('');
|
||||
const [insuranceFilter, setInsuranceFilter] = useState('');
|
||||
const [fromDate, setFromDate] = useState('');
|
||||
const [toDate, setToDate] = useState('');
|
||||
const [search, setSearch] = useState('');
|
||||
const [searchInput, setSearchInput] = useState('');
|
||||
const [rejectTarget, setRejectTarget] = useState<Claim | null>(null);
|
||||
const [rejectReason, setRejectReason] = useState('');
|
||||
const [page, setPage] = useState(1);
|
||||
const limit = 20;
|
||||
const navigate = useNavigate();
|
||||
const [params, setParams] = useSearchParams();
|
||||
|
||||
// back to page 1 whenever a filter changes
|
||||
useEffect(() => { setPage(1); }, [statusFilter, insuranceFilter, fromDate, toDate, search]);
|
||||
const search = params.get('search') ?? '';
|
||||
const status = params.get('status') ?? '';
|
||||
const insuranceId = params.get('insurance_id') ?? '';
|
||||
const paymentStatus = params.get('payment_status') ?? '';
|
||||
const from = params.get('from') ?? '';
|
||||
const to = params.get('to') ?? '';
|
||||
const page = Math.max(1, Number(params.get('page') ?? 1));
|
||||
const sort = params.get('sort') ?? 'last_activity_at';
|
||||
const dir = (params.get('dir') ?? 'desc') as 'asc' | 'desc';
|
||||
|
||||
const hasFilters = !!(search || status || insuranceId || paymentStatus || from || to);
|
||||
|
||||
/** تغییر فیلتر همیشه به صفحهی اول برمیگردد؛ ماندن روی صفحه ۵ با نتیجهی جدید بیمعناست. */
|
||||
const setParam = (patch: Record<string, string>) => {
|
||||
const next = new URLSearchParams(params);
|
||||
Object.entries(patch).forEach(([k, v]) => (v ? next.set(k, v) : next.delete(k)));
|
||||
if (!('page' in patch)) next.delete('page');
|
||||
setParams(next, { replace: true });
|
||||
};
|
||||
|
||||
const queryString = useMemo(() => {
|
||||
const p = new URLSearchParams();
|
||||
if (statusFilter) p.set('status', statusFilter);
|
||||
if (insuranceFilter) p.set('insurance_id', insuranceFilter);
|
||||
const from = toUnix(fromDate); if (from) p.set('from', String(from));
|
||||
const to = endOfDayUnix(toDate); if (to) p.set('to', String(to));
|
||||
if (search.trim()) p.set('q', search.trim());
|
||||
p.set('page', String(page));
|
||||
p.set('limit', String(limit));
|
||||
const s = p.toString();
|
||||
return s ? `?${s}` : '';
|
||||
}, [statusFilter, insuranceFilter, fromDate, toDate, search, page]);
|
||||
const qs = new URLSearchParams();
|
||||
qs.set('page', String(page));
|
||||
qs.set('limit', String(LIMIT));
|
||||
qs.set('sort', sort);
|
||||
qs.set('dir', dir);
|
||||
if (search) qs.set('search', search);
|
||||
if (status) qs.set('status', status);
|
||||
if (insuranceId) qs.set('insurance_id', insuranceId);
|
||||
if (paymentStatus) qs.set('payment_status', paymentStatus);
|
||||
const fromUnix = toUnix(from);
|
||||
const toUnixVal = endOfDayUnix(to);
|
||||
if (fromUnix) qs.set('from', String(fromUnix));
|
||||
if (toUnixVal) qs.set('to', String(toUnixVal));
|
||||
return qs.toString();
|
||||
}, [page, sort, dir, search, status, insuranceId, paymentStatus, from, to]);
|
||||
|
||||
const claimsQuery = useQuery<{ data: { data: Claim[] } }>({
|
||||
queryKey: ['claims', queryString],
|
||||
queryFn: () => api.get(`/api/v1/billing/claims${queryString}`),
|
||||
const listQuery = useQuery<PaginatedResponse<ClaimPatientRow>>({
|
||||
queryKey: ['claims-by-patient', queryString],
|
||||
queryFn: () => api.get(`/api/v1/billing/claims/by-patient?${queryString}`),
|
||||
});
|
||||
|
||||
const insuranceOptionsQuery = useQuery<{ data: { data: InsuranceOption[] } }>({
|
||||
queryKey: ['claim-insurance-options'],
|
||||
queryFn: () => api.get('/api/v1/billing/reports/insurance-debt'),
|
||||
});
|
||||
const insuranceOptions = ((insuranceOptionsQuery.data as any)?.data?.data ?? []) as InsuranceOption[];
|
||||
|
||||
const debtQuery = useQuery<{ data: { data: DebtRow[] } }>({
|
||||
// یک fetch برای هر دو مصرف: کارتهای آمار و گزینههای فیلتر بیمه.
|
||||
const debtQuery = useQuery<ApiResponse<{ data: DebtRow[] }>>({
|
||||
queryKey: ['insurance-debt'],
|
||||
queryFn: () => api.get('/api/v1/billing/reports/insurance-debt'),
|
||||
});
|
||||
|
||||
const claims = (claimsQuery.data as any)?.data?.data ?? [];
|
||||
const claimsTotal = (claimsQuery.data as any)?.data?.meta?.totalRecords ?? 0;
|
||||
const debt = (debtQuery.data as any)?.data?.data ?? [];
|
||||
const rows = listQuery.data?.data ?? [];
|
||||
const total = listQuery.data?.meta?.totalRecords ?? 0;
|
||||
const debt: DebtRow[] = debtQuery.data?.data?.data ?? [];
|
||||
|
||||
const transitionMut = useMutation({
|
||||
mutationFn: ({ uuid, action, body }: { uuid: string; action: string; body?: object }) =>
|
||||
api.post(`/api/v1/billing/claims/${uuid}/${action}`, body ?? {}),
|
||||
onSuccess: () => {
|
||||
toast.success('وضعیت مطالبه بهروزرسانی شد');
|
||||
setRejectTarget(null);
|
||||
setRejectReason('');
|
||||
qc.invalidateQueries({ queryKey: ['claims'] });
|
||||
qc.invalidateQueries({ queryKey: ['insurance-debt'] });
|
||||
},
|
||||
onError: (e: Error) => toast.error(e.message),
|
||||
});
|
||||
const totals = useMemo(
|
||||
() => debt.reduce(
|
||||
(acc, d) => ({
|
||||
claimed: acc.claimed + d.claimed,
|
||||
paid: acc.paid + d.paid,
|
||||
debt: acc.debt + d.debt,
|
||||
}),
|
||||
{ claimed: 0, paid: 0, debt: 0 },
|
||||
),
|
||||
[debt],
|
||||
);
|
||||
|
||||
const insuranceOptions = useMemo(
|
||||
() => [
|
||||
{ value: '', label: 'همه بیمهها' },
|
||||
...debt.map((d) => ({ value: String(d.insurance_id), label: d.insurance_name ?? `بیمه #${d.insurance_id}` })),
|
||||
],
|
||||
[debt],
|
||||
);
|
||||
|
||||
const columns: Column<ClaimPatientRow>[] = [
|
||||
{ key: 'full_name', header: 'بیمار', sortable: true, render: (r) => r.full_name ?? '—' },
|
||||
{ key: 'mobile', header: 'موبایل', render: (r) => r.mobile ?? '—' },
|
||||
{ key: 'national_code', header: 'کد ملی', render: (r) => r.national_code ?? '—' },
|
||||
{ key: 'claims_count', header: 'تعداد درخواست', sortable: true, render: (r) => formatNumber(r.claims_count) },
|
||||
{ key: 'total_services_rials', header: 'مجموع خدمات', sortable: true, render: (r) => formatRial(r.total_services_rials) },
|
||||
{ key: 'total_insurance_rials', header: 'سهم بیمه', sortable: true, render: (r) => formatRial(r.total_insurance_rials) },
|
||||
{ key: 'total_patient_rials', header: 'سهم بیمار', render: (r) => formatRial(r.total_patient_rials) },
|
||||
{ key: 'overall_status', header: 'وضعیت کلی', render: (r) => <StatusBadge type="claim" value={r.overall_status} /> },
|
||||
];
|
||||
|
||||
return (
|
||||
<FeatureGate feature="insurance">
|
||||
<div className="fade-in">
|
||||
<PageHeader title="مطالبات بیمه" description="پیگیری مطالبات و بدهی بیمهها" />
|
||||
<PageHeader
|
||||
title="پروندههای بیمه"
|
||||
description="پیگیری مطالبات بیمه به تفکیک بیمار"
|
||||
breadcrumbs={[{ label: 'داشبورد', to: '/admin' }, { label: 'پروندههای بیمه' }]}
|
||||
/>
|
||||
|
||||
<div className="card" style={{ padding: 18, marginBottom: 16 }}>
|
||||
<div style={{ display: 'flex', alignItems: 'center', gap: 8, marginBottom: 12 }}>
|
||||
<BanknotesIcon style={{ width: 18, color: 'var(--text-3)' }} />
|
||||
<h2 style={{ fontSize: 14, fontWeight: 700, margin: 0 }}>بدهی بیمهها</h2>
|
||||
</div>
|
||||
{debtQuery.isLoading ? (
|
||||
<div className="muted" style={{ fontSize: 13 }}>در حال بارگذاری...</div>
|
||||
) : debt.length === 0 ? (
|
||||
<div style={{ fontSize: 12.5, color: 'var(--text-3)' }}>بدهیای ثبت نشده است.</div>
|
||||
) : (
|
||||
<div style={{ display: 'flex', flexDirection: 'column', gap: 6 }}>
|
||||
{debt.map((d: DebtRow) => (
|
||||
<div key={d.insurance_id} style={{ display: 'flex', justifyContent: 'space-between', alignItems: 'center', padding: '8px 12px', borderRadius: 8, border: '1px solid var(--border)', fontSize: 13 }}>
|
||||
<span style={{ fontWeight: 600 }}>{d.insurance_name ?? `بیمه #${formatNumber(d.insurance_id)}`}</span>
|
||||
<span style={{ color: 'var(--text-3)' }}>ادعا {formatRial(d.claimed)} · پرداخت {formatRial(d.paid)}</span>
|
||||
<span style={{ fontWeight: 700, color: d.debt > 0 ? 'var(--danger)' : 'var(--success, #16a34a)' }}>بدهی {formatRial(d.debt)}</span>
|
||||
</div>
|
||||
))}
|
||||
</div>
|
||||
)}
|
||||
<div style={{ display: 'grid', gridTemplateColumns: 'repeat(auto-fit, minmax(200px, 1fr))', gap: 'var(--gap)', marginBottom: 'var(--gap)' }}>
|
||||
<StatCard tone="violet" label="مجموع ادعای بیمه" value={formatRial(totals.claimed)} />
|
||||
<StatCard tone="green" label="وصولشده" value={formatRial(totals.paid)} />
|
||||
<StatCard tone="pink" label="مانده وصولنشده" value={formatRial(totals.debt)} />
|
||||
<StatCard tone="amber" label="تعداد بیماران" value={formatNumber(total)} />
|
||||
</div>
|
||||
|
||||
<div className="card" style={{ padding: 18 }}>
|
||||
<div style={{ display: 'flex', justifyContent: 'space-between', alignItems: 'center', marginBottom: 14 }}>
|
||||
<h2 style={{ fontSize: 14, fontWeight: 700, margin: 0 }}>مطالبات</h2>
|
||||
{(statusFilter || insuranceFilter || fromDate || toDate || search) && (
|
||||
<button
|
||||
className="btn ghost sm"
|
||||
onClick={() => { setStatusFilter(''); setInsuranceFilter(''); setFromDate(''); setToDate(''); setSearch(''); setSearchInput(''); }}
|
||||
style={{ display: 'flex', alignItems: 'center', gap: 4 }}
|
||||
>
|
||||
<ArrowPathIcon style={{ width: 13 }} /> پاککردن فیلترها
|
||||
</button>
|
||||
)}
|
||||
</div>
|
||||
|
||||
{/* نوار فیلتر */}
|
||||
<div style={{ display: 'flex', flexWrap: 'wrap', gap: 10, alignItems: 'flex-end', marginBottom: 16 }}>
|
||||
<div style={{ minWidth: 150 }}>
|
||||
<label className="field-label">بیمه</label>
|
||||
<SearchableSelect
|
||||
options={[{ value: '', label: 'همه بیمهها' }, ...insuranceOptions.map((o) => ({ value: String(o.insurance_id), label: o.insurance_name ?? `بیمه #${o.insurance_id}` }))]}
|
||||
value={insuranceFilter}
|
||||
onChange={(v) => setInsuranceFilter(v ? String(v) : '')}
|
||||
options={insuranceOptions}
|
||||
value={insuranceId}
|
||||
onChange={(v) => setParam({ insurance_id: v ? String(v) : '' })}
|
||||
placeholder="همه بیمهها"
|
||||
height={38}
|
||||
/>
|
||||
@@ -195,172 +180,68 @@ export default function ClaimsPage() {
|
||||
<div style={{ minWidth: 150 }}>
|
||||
<label className="field-label">وضعیت</label>
|
||||
<SearchableSelect
|
||||
options={STATUS_FILTERS.map((s) => ({ value: s, label: s === '' ? 'همه وضعیتها' : STATUS_META[s]?.label ?? s }))}
|
||||
value={statusFilter}
|
||||
onChange={(v) => setStatusFilter(v ? String(v) : '')}
|
||||
options={STATUS_OPTIONS}
|
||||
value={status}
|
||||
onChange={(v) => setParam({ status: v ? String(v) : '' })}
|
||||
placeholder="همه وضعیتها"
|
||||
height={38}
|
||||
/>
|
||||
</div>
|
||||
<div>
|
||||
<div style={{ minWidth: 130 }}>
|
||||
<label className="field-label">وضعیت پرداخت</label>
|
||||
<SearchableSelect
|
||||
options={PAYMENT_OPTIONS}
|
||||
value={paymentStatus}
|
||||
onChange={(v) => setParam({ payment_status: v ? String(v) : '' })}
|
||||
placeholder="همه"
|
||||
height={38}
|
||||
/>
|
||||
</div>
|
||||
<div style={{ minWidth: 140 }}>
|
||||
<label className="field-label">از تاریخ</label>
|
||||
<PersianDatePicker value={fromDate} onChange={setFromDate} placeholder="از تاریخ" />
|
||||
<PersianDatePicker value={from} onChange={(v) => setParam({ from: v })} height={38} />
|
||||
</div>
|
||||
<div>
|
||||
<div style={{ minWidth: 140 }}>
|
||||
<label className="field-label">تا تاریخ</label>
|
||||
<PersianDatePicker value={toDate} onChange={setToDate} placeholder="تا تاریخ" />
|
||||
<PersianDatePicker value={to} onChange={(v) => setParam({ to: v })} height={38} />
|
||||
</div>
|
||||
<div style={{ display: 'flex', gap: 6, alignItems: 'flex-end', paddingBottom: 1 }}>
|
||||
<button
|
||||
type="button"
|
||||
className="btn sm"
|
||||
onClick={() => { setFromDate(isoNDaysAgo(365)); setToDate(todayIso()); }}
|
||||
title="از یک سال پیش تا امروز"
|
||||
>
|
||||
یک سال اخیر
|
||||
</button>
|
||||
<button
|
||||
type="button"
|
||||
className="btn sm"
|
||||
onClick={() => { setFromDate(isoNDaysAgo(30)); setToDate(todayIso()); }}
|
||||
title="از یک ماه پیش تا امروز"
|
||||
>
|
||||
یک ماه اخیر
|
||||
</button>
|
||||
<div style={{ display: 'flex', gap: 6 }}>
|
||||
<button className="btn ghost sm" onClick={() => setParam({ from: isoNDaysAgo(30), to: todayIso() })}>یک ماه اخیر</button>
|
||||
<button className="btn ghost sm" onClick={() => setParam({ from: isoNDaysAgo(365), to: todayIso() })}>یک سال اخیر</button>
|
||||
{hasFilters && (
|
||||
<button
|
||||
className="btn ghost sm"
|
||||
onClick={() => setParams(new URLSearchParams(), { replace: true })}
|
||||
style={{ display: 'flex', alignItems: 'center', gap: 4 }}
|
||||
>
|
||||
<ArrowPathIcon style={{ width: 13 }} /> پاککردن فیلترها
|
||||
</button>
|
||||
)}
|
||||
</div>
|
||||
<div style={{ flex: 1, minWidth: 200 }}>
|
||||
<label className="field-label">جستجوی بیمار (نام / موبایل / کدملی)</label>
|
||||
<div style={{ position: 'relative' }}>
|
||||
<MagnifyingGlassIcon style={{ width: 15, position: 'absolute', insetInlineStart: 10, top: '50%', transform: 'translateY(-50%)', color: 'var(--text-3)', pointerEvents: 'none' }} />
|
||||
<input
|
||||
className="input"
|
||||
style={{ height: 38, paddingInlineStart: 32 }}
|
||||
value={searchInput}
|
||||
onChange={(e) => setSearchInput(e.target.value)}
|
||||
onKeyDown={(e) => { if (e.key === 'Enter') setSearch(searchInput); }}
|
||||
placeholder="نام، موبایل یا کدملی بیمار"
|
||||
/>
|
||||
</div>
|
||||
</div>
|
||||
<button className="btn primary" style={{ height: 38 }} onClick={() => setSearch(searchInput)}>جستجو</button>
|
||||
</div>
|
||||
|
||||
{claimsQuery.isLoading ? (
|
||||
<div className="muted" style={{ fontSize: 13 }}>در حال بارگذاری...</div>
|
||||
) : claims.length === 0 ? (
|
||||
<div style={{ fontSize: 12.5, color: 'var(--text-3)', padding: '12px 0' }}>مطالبهای یافت نشد.</div>
|
||||
) : (
|
||||
<div style={{ display: 'flex', flexDirection: 'column', gap: 8 }}>
|
||||
{claims.map((c: Claim) => {
|
||||
const meta = STATUS_META[c.status] ?? { label: c.status, cls: 'gray' };
|
||||
return (
|
||||
<div key={c.uuid} style={{ padding: '12px 14px', borderRadius: 10, border: '1px solid var(--border)' }}>
|
||||
<div style={{ display: 'flex', justifyContent: 'space-between', alignItems: 'flex-start', gap: 10 }}>
|
||||
<div>
|
||||
<div style={{ fontWeight: 600, fontSize: 13.5 }}>
|
||||
{c.insurance_name ?? `بیمه #${formatNumber(c.insurance_id)}`}
|
||||
<span className="badge gray" style={{ fontSize: 10, marginInlineStart: 6 }}>{KIND_LABEL[c.insurance_kind] ?? c.insurance_kind}</span>
|
||||
<span className={`badge ${meta.cls}`} style={{ fontSize: 10, marginInlineStart: 4 }}><span className="bdot" />{meta.label}</span>
|
||||
</div>
|
||||
{c.patient_name && (
|
||||
<div style={{ fontSize: 12, color: 'var(--text-2)', marginTop: 4, fontWeight: 500 }}>
|
||||
بیمار: {c.patient_name}
|
||||
{c.patient_mobile && <span style={{ color: 'var(--text-3)', fontWeight: 400 }} dir="ltr">{' '}{c.patient_mobile}</span>}
|
||||
</div>
|
||||
)}
|
||||
<div style={{ fontSize: 11.5, color: 'var(--text-3)', marginTop: 3 }}>
|
||||
ادعا {formatRial(c.total_claimed_rials)}
|
||||
{c.total_approved_rials != null && ` · تأیید ${formatRial(c.total_approved_rials)}`}
|
||||
{c.total_paid_rials != null && ` · پرداخت ${formatRial(c.total_paid_rials)}`}
|
||||
{c.reject_reason && ` · دلیل رد: ${c.reject_reason}`}
|
||||
</div>
|
||||
</div>
|
||||
<div style={{ display: 'flex', gap: 6, flexShrink: 0 }}>
|
||||
{c.status === 'pending' && (
|
||||
<button className="btn primary sm" disabled={transitionMut.isPending} onClick={() => transitionMut.mutate({ uuid: c.uuid, action: 'submit' })}>
|
||||
<PaperAirplaneIcon style={{ width: 13 }} /> ارسال
|
||||
</button>
|
||||
)}
|
||||
{c.status === 'submitted' && (
|
||||
<>
|
||||
<button className="btn primary sm" disabled={transitionMut.isPending} onClick={() => transitionMut.mutate({ uuid: c.uuid, action: 'approve' })}>
|
||||
<CheckIcon style={{ width: 13 }} /> تأیید
|
||||
</button>
|
||||
<button className="btn danger sm" onClick={() => { setRejectTarget(c); setRejectReason(''); }}>
|
||||
<XMarkIcon style={{ width: 13 }} /> رد
|
||||
</button>
|
||||
</>
|
||||
)}
|
||||
{c.status === 'approved' && (
|
||||
<button className="btn primary sm" disabled={transitionMut.isPending} onClick={() => transitionMut.mutate({ uuid: c.uuid, action: 'pay' })}>
|
||||
<BanknotesIcon style={{ width: 13 }} /> پرداخت
|
||||
</button>
|
||||
)}
|
||||
</div>
|
||||
</div>
|
||||
<DataTable
|
||||
columns={columns}
|
||||
data={rows}
|
||||
loading={listQuery.isLoading}
|
||||
searchValue={search}
|
||||
onSearchChange={(v) => setParam({ search: v })}
|
||||
searchPlaceholder="نام، موبایل یا کد ملی بیمار"
|
||||
emptyMessage="پرونده بیمهای ثبت نشده است."
|
||||
sortKey={sort}
|
||||
sortDir={dir}
|
||||
onSort={(key) => setParam({ sort: key, dir: sort === key && dir === 'desc' ? 'asc' : 'desc' })}
|
||||
actions={(row) => (
|
||||
<button className="btn primary sm" onClick={() => navigate(`/admin/claims/${row.record_uuid}`)}>
|
||||
جزئیات
|
||||
</button>
|
||||
)}
|
||||
/>
|
||||
|
||||
{c.items.length > 0 && (
|
||||
<div style={{ marginTop: 12, borderTop: '1px solid var(--border)', paddingTop: 10, overflowX: 'auto' }}>
|
||||
<table style={{ width: '100%', borderCollapse: 'collapse', fontSize: 12.5 }}>
|
||||
<thead>
|
||||
<tr style={{ color: 'var(--text-3)', textAlign: 'right' }}>
|
||||
<th style={{ fontWeight: 600, padding: '4px 8px' }}>شرح</th>
|
||||
<th style={{ fontWeight: 600, padding: '4px 8px' }}>تاریخ مراجعه</th>
|
||||
<th style={{ fontWeight: 600, padding: '4px 8px', textAlign: 'center' }}>تعداد</th>
|
||||
<th style={{ fontWeight: 600, padding: '4px 8px', textAlign: 'left' }}>مبلغ کل</th>
|
||||
<th style={{ fontWeight: 600, padding: '4px 8px', textAlign: 'left' }}>سهم بیمه (ادعا)</th>
|
||||
<th style={{ fontWeight: 600, padding: '4px 8px', textAlign: 'left' }}>تأییدشده</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
{c.items.map((it, idx) => (
|
||||
<tr key={idx} style={{ borderTop: '1px solid var(--border)' }}>
|
||||
<td style={{ padding: '7px 8px' }}>
|
||||
<span className={`badge ${it.is_visit ? 'blue' : 'gray'}`} style={{ fontSize: 9.5, marginInlineEnd: 6 }}>
|
||||
{it.is_visit ? 'ویزیت' : 'خدمت'}
|
||||
</span>
|
||||
<span style={{ fontWeight: 500 }}>{it.title ?? '—'}</span>
|
||||
</td>
|
||||
<td style={{ padding: '7px 8px', color: 'var(--text-3)' }} dir="ltr">
|
||||
{it.visit_date ? formatDate(it.visit_date) : '—'}
|
||||
</td>
|
||||
<td style={{ padding: '7px 8px', textAlign: 'center' }}>{formatNumber(it.quantity)}</td>
|
||||
<td style={{ padding: '7px 8px', textAlign: 'left' }} dir="ltr">{it.total_rials != null ? formatRial(it.total_rials) : '—'}</td>
|
||||
<td style={{ padding: '7px 8px', textAlign: 'left', fontWeight: 600 }} dir="ltr">{formatRial(it.claimed_rials)}</td>
|
||||
<td style={{ padding: '7px 8px', textAlign: 'left', color: 'var(--text-3)' }} dir="ltr">
|
||||
{it.approved_rials != null ? formatRial(it.approved_rials) : '—'}
|
||||
</td>
|
||||
</tr>
|
||||
))}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
)}
|
||||
</div>
|
||||
);
|
||||
})}
|
||||
</div>
|
||||
{total > LIMIT && (
|
||||
<Pagination page={page} total={total} limit={LIMIT} onPageChange={(p) => setParam({ page: String(p) })} />
|
||||
)}
|
||||
<Pagination page={page} total={claimsTotal} limit={limit} onPageChange={setPage} />
|
||||
</div>
|
||||
|
||||
<Modal open={!!rejectTarget} onClose={() => setRejectTarget(null)} title="رد مطالبه"
|
||||
footer={
|
||||
<>
|
||||
<button className="btn ghost sm" onClick={() => setRejectTarget(null)}>انصراف</button>
|
||||
<button className="btn danger sm" disabled={!rejectReason || transitionMut.isPending}
|
||||
onClick={() => rejectTarget && transitionMut.mutate({ uuid: rejectTarget.uuid, action: 'reject', body: { reason: rejectReason } })}>
|
||||
رد کردن
|
||||
</button>
|
||||
</>
|
||||
}
|
||||
>
|
||||
<div className="field">
|
||||
<label>دلیل رد</label>
|
||||
<textarea className="input" rows={3} dir="rtl" value={rejectReason} onChange={(e) => setRejectReason(e.target.value)} placeholder="دلیل رد را بنویسید..." />
|
||||
</div>
|
||||
</Modal>
|
||||
</div>
|
||||
</FeatureGate>
|
||||
);
|
||||
}
|
||||
|
||||
@@ -201,6 +201,58 @@ export interface Payment {
|
||||
|
||||
export type SettlementStatus = "pending" | "approved" | "rejected";
|
||||
|
||||
/** `mixed` فقط در نمای تجمیعی بیمار معنا دارد: مطالبات آن بیمار وضعیت یکسان ندارند. */
|
||||
export type ClaimStatus = "pending" | "submitted" | "approved" | "rejected" | "paid" | "mixed";
|
||||
|
||||
export interface ClaimPatientRow {
|
||||
patient_uuid: string;
|
||||
record_uuid: string;
|
||||
full_name: string | null;
|
||||
mobile: string | null;
|
||||
national_code: string | null;
|
||||
claims_count: number;
|
||||
total_services_rials: number;
|
||||
total_insurance_rials: number;
|
||||
total_patient_rials: number;
|
||||
total_approved_rials: number;
|
||||
total_paid_rials: number;
|
||||
overall_status: ClaimStatus;
|
||||
last_activity_at: number;
|
||||
}
|
||||
|
||||
export interface ClaimStatusLogEntry {
|
||||
uuid: string;
|
||||
from_status: string | null;
|
||||
to_status: string;
|
||||
note: string | null;
|
||||
by: string | null;
|
||||
at: number;
|
||||
}
|
||||
|
||||
export interface ClaimDetailRow {
|
||||
uuid: string;
|
||||
invoice_uuid: string | null;
|
||||
visit_date: number | null;
|
||||
doctor_name: string | null;
|
||||
insurance_id: number;
|
||||
insurance_name: string | null;
|
||||
insurance_kind: "base" | "supplementary";
|
||||
service_base_rials: number;
|
||||
coverage_percent: number;
|
||||
insurance_share_rials: number;
|
||||
patient_share_rials: number;
|
||||
total_approved_rials: number | null;
|
||||
total_paid_rials: number | null;
|
||||
status: ClaimStatus;
|
||||
tracking_number: string | null;
|
||||
reject_reason: string | null;
|
||||
submitted_at: number | null;
|
||||
settled_at: number | null;
|
||||
created_at: number;
|
||||
allowed_transitions: string[];
|
||||
logs: ClaimStatusLogEntry[];
|
||||
}
|
||||
|
||||
export interface Settlement {
|
||||
uuid: string;
|
||||
representation_name: string;
|
||||
|
||||
Reference in New Issue
Block a user