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
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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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