- patient_debt_rials now = session remaining (final - discount - paid), so the
card status and invoice status stay consistent with is_paid even after a
session is edited post-invoicing (no more '0 remaining but تکمیل پرداخت').
- InvoiceSummaryModal: remaining subtracts discount; the فاکتور status reflects
actual settlement (تسویه شده / بدهکار), and the payments table shows a
«مجموع پرداختیها» total row.
- Add GET /api/v1/service-items (all owner services) and make the service
picker searchable across all services without first choosing a section.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
- is_paid now = remaining_rials == 0 (was payment_method != pending), so adding
a service/package after settlement correctly flips the session back to debtor.
- updateSessionServices recomputes the cached settlement (payment_method/paid_at)
after totals change.
- addSessionPayment now records a 'create' audit entry (actor, amount, time).
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Add updateSessionServices (replace services/consumables/visit-price/insurance,
recompute totals), updatePayment and deletePayment (wallet payments blocked;
recompute cached payment_method/paid_at via recomputeSettlement), and thread
audit logging (logSessionChange) through service edits and the discount path.
Add remove()/findByUuid to payment repo, remove() to service/consumable repos,
and method/amount/paid_at setters to SessionPayment.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
New SessionAuditLog (mirrors AppointmentEvent): session FK, field, operation
(create/update/delete), old_value/new_value, actor id+name, note, created_at.
Repository saves and lists a session's history (newest first, array hydration).
Migration creates the table.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Add archived + archived_at columns to PatientSession (setArchived stamps the
time). findByRecord/countByRecord accept an archived filter (default all to
keep existing callers, incl. the discount visit-count, unchanged); the
sessions GET reads ?filter=active|all|archived, defaulting to active so
archived visits are hidden. updateSession accepts { archived }. Records are
kept, only hidden. Verified end-to-end; docs updated.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Extend PatientService::applyDiscount to carry the source rule id/label and
add applyDiscountRule, which computes the rial amount via the engine
(DiscountEngine::computeForRule now public) and records the rule for audit.
updateSession accepts discount_rule_uuid (owner-scoped, takes precedence over
the manual discount; ''/null clears). Verified end-to-end.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
New Discount domain: DiscountRule (generic per-tenant rule with 6 types,
priority, combinable, validity window, and per-type target fields) plus its
repository. PatientSession gains applied_discount_rule_id/label audit columns
and setDiscount() now records the source rule. Migration creates the table
and columns.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
When an appointment is confirmed, the auto-created PatientSession was saved
empty: session_at null, visit_price_rials 0, no service line items, totals 0.
Now it copies the visit datetime from the appointment slot, the visit price
(falling back to the tenant free-visit price), a SessionService line per
appointment service (price snapshot from the service), and computes
services_total_rials / final_price_rials. Verified end-to-end.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
- Introduced a new boolean flag `require_visit_price` in the `EntityInsurancePricing` to enforce visit price for appointments.
- Updated the appointment creation endpoints to validate `visit_price_rials` based on the new flag.
- Added `visit_price_rials` field to the `Appointment` entity to store the visit price.
- Enhanced the `PatientService` to validate visit price during session creation.
- Updated API documentation to reflect changes in appointment and insurance pricing.
- Implemented a new service `VisitPriceRequirementResolver` to determine if a visit price is required for a doctor based on their pricing settings.
- Added migrations to update the database schema for the new fields.
Backend:
- Add session_at and inventory_package_id to patient_sessions, new
session_consumables table (migration Version20260716102537)
- New SessionConsumable entity/repository mirroring SessionService;
price snapshot, quantity >= 1, tenant-scoped silent skip
- PatientService::createSession accepts session_at, consumables[] and
inventory_package_uuid; consumables are fully patient-paid (no
insurance coverage) and added to final_price_rials
- Functional tests: success, foreign-tenant/unknown skip, empty and
zero-quantity edges (tests/Patient/SessionConsumableTest.php)
- docs/api/patient.md updated for the new Create Session fields
Frontend (admin):
- NewSessionPage rewritten as the tauri /files/create-service 3-step
wizard (ایجاد سرویس ← پرداخت ← جزییات) using SessionStepper
- New CreateStep: acceptance date/time (Jalali), section/service/staff,
consumables with counters, package select, conditional insurance
block (insured service or insured patient profile), price summary
- PaymentStep/DetailsStep extracted from SessionPaymentPage and shared
between both pages (behavior unchanged, tests still green)
- UserTick and FilesServiceAddCard icons ported verbatim from tauri
- Vitest coverage for the wizard incl. empty-data states
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Port the tauri /files/create-service page (payment mode) to the admin SPA
and back it with real multi-part session settlement:
Backend:
- New SessionPayment entity (session_payments table): partial payments
per session with method (wallet/pos/cash/card), amount, paid_at, actor
- PatientSession: settlement discount (percent/fixed), discount_rials,
paid_at, payments relation; remaining debt derived from
final - discount - paid total
- POST /api/v1/session/{uuid}/payments: register a partial payment;
wallet method debits the patient wallet; zero remaining marks paid
- PATCH /api/v1/session/{uuid}: accepts discount_type/discount_value
(null removes) and paid_at, backward compatible
- New error codes: ERR_SESSION_PAYMENT_INVALID/_EXCEEDS,
ERR_SESSION_DISCOUNT_INVALID
- Migration + 14 functional tests (partial/full/wallet/exceed/discount)
Frontend (admin):
- SessionPaymentPage: two-step stepper (پرداخت ← جزییات) ported from
tauri AddService payment mode — service cost, settlement discount
input, Jalali payment date, wallet balance, 4-method payment accordion,
paid-list box, details summary
- SessionStepper + stepper/payment icons ported verbatim from tauri SVGs
- «تکمیل پرداخت» on SessionServiceCard now navigates to the payment page
(replaces the small settle modal on PatientDetailPage)
- Routes for patients/ and my-patients/ variants; vitest coverage
- docs/api/patient.md updated
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Port the tauri AddNoteModal notes feature into the admin patient case-file,
replacing the mislabeled «پیامها» (SMS log) tab with «یادداشتها».
Backend (src/Patient):
- PatientNote entity + repository (record-scoped, pinned-first ordering)
- CRUD endpoints on PatientController: GET /notes, POST /note,
PATCH /note/{uuid} (edit body + toggle pin), DELETE /note/{uuid}
- author display name captured server-side from the current user
- migration for patient_notes; docs/api/patient.md updated
Frontend (assets/admin):
- NotesTab: compose box, newest/oldest sort, pinned-first list with
accent rail + pin/edit/delete, edit modal, confirm-delete, empty state
- tab key/label/icon messages -> notes; onAddNote deep-links the notes tab
Tests: PatientNoteTest (create/list-order/edit/pin/delete/validation/ownership),
PatientDetailPage notes cases (render/empty/pin/create).
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Address wallet feedback: use the clinic's real payment infrastructure,
redesign the tab to match the admin panel, and make every wallet movement
fully auditable.
Backend:
- WalletTransaction: add createdBy (acting user) + createdByName, payment_method,
reference, status; toArray exposes them (migration Version20260716083939).
- WalletService (Settlement): balance/charge/withdraw + settleSessionFromWallet,
records actor/method/reason; insufficient balance throws ERR_WALLET_INSUFFICIENT.
- PatientController: charge/withdraw delegate to WalletService and accept
payment_method/reference; PATCH /session/{uuid} with payment_method=wallet
debits the patient's final share from the wallet (reference=session:{uuid}).
- docs/api/patient.md updated.
Frontend:
- Wallet modal redesigned to panel style (no gradient); payment method now uses
the clinic's real bank accounts + POS devices (usePaymentMethods) plus cash.
- Wallet tab: panel balance card + DataTable ledger with columns مبلغ/نوع/روش/
دلیل/ثبتکننده/تاریخ/ساعت/وضعیت + همه/واریزی/برداشت filters.
- Session card «تکمیل پرداخت» opens a payment-method chooser incl. کیف پول.
Tests: backend transparency + session-from-wallet (success/insufficient/cash);
frontend modal (real methods, toman→rials) + wallet tab + settle chooser.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Replace the placeholder row list on the patient detail «نوبتها» tab with the
card-grid design ported pixel-for-pixel from clinic-pro-tauri TurnsSection:
- New AppointmentTurnCard mirrors tauri TurnsCard (success icon, title, date/time
chips, personnel, status). Status uses the live AppointmentStatusDropdown
instead of the tauri mock.
- New AppointmentsTab in PatientDetailPage: sort/filter toolbar (client-side) +
reserve/new buttons linking to existing /admin/appointments pages + card grid.
- Add CalendarD/ClockP/UserD/StatusGlobe icons (verbatim from tauri).
- Backend: expose version on GET /patient/{uuid}/appointments so the status
dropdown can optimistic-lock. No new endpoint.
- Tests: PatientAppointmentsTest (shape/version/order/empty/ownership) +
AppointmentTurnCard + tab data/empty cases. docs/api/patient.md updated.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
National code is stored on the profiles table, not users, so the patients
search returned null user_national_code for patients that actually have one
— which blocked selecting an existing patient on the appointment create
form. Backfill user_national_code from the profile (batch query) in the
list endpoint. On the create page, show a picked patient's stored national
code read-only and only prompt for input when the record genuinely lacks
one. Add backend tests and update docs/api/patient.md.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Admin-side booking (POST /api/v1/my/appointment and
/api/v1/admin/appointment) resolved the patient User by mobile only, so
one person booked under two mobiles produced two User rows — and two
case-files, since PatientRecord is keyed on user_id. National code is the
real unique identity (User.national_code is already unique); a person may
have several mobiles.
Booking now requires + validates patient_national_code and resolves the
patient national-code-first (then mobile) via a shared PatientResolver, so
the case-file stays unique per national code even across mobiles. Reusing a
mobile already bound to a different national code returns 422
ERR_PROFILE_MOBILE_TAKEN. The admin create form and NewAppointmentDrawer
gain a national-code field and send it; both had a dead patient-picker URL
(/api/v1/patient) fixed to the real /api/v1/patients, whose payload already
carries user_national_code for autofill.
Docs (appointment.md, admin.md) and tests updated; new
AppointmentNationalCodeTest covers success, single-file reuse, missing,
invalid, and identity-conflict cases.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Port the remaining pieces of tauri /files list into /admin/patients:
- inline tag assignment: the برچسبها cell (table + card) opens a popover to
assign/remove tenant tags without leaving the list. Uses existing endpoints
(GET /api/v1/tenant-tags + PATCH /api/v1/patient/{uuid} { tags:[uuid] }).
New component assets/admin/components/PatientTagsCell.tsx.
- advanced filter modal (PatientsFilterModal): admission date range, insurance,
service status (pending/completed), has-debt, gender, tags — wired to the
list query with an active-filter badge on the button.
Backend: GET /api/v1/patients gains tags/gender/insurance_id/admitted_from/
admitted_to/service_status/has_debt filters via a shared applyFilters() on
PatientRecordRepository (findByEntity + countByEntity stay consistent). Debt
and service status derive from unpaid sessions (payment_method='pending'),
documented in docs/api/patient.md.
Tests: tests/Patient/PatientListFilterTest.php (5) + PatientsListPage tag-popover
and filter-apply tests. Pre-existing LoginPage.test failures are unrelated.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
1. شارژ کیف پول is now functional end-to-end. New owner-gated
POST /api/v1/patient/{uuid}/wallet/charge creates a manual credit
WalletTransaction (computed balance_after); the patient detail's wallet tab
gains a top-up modal (PriceInput + description) and supports ?tab= deep
links. The deposit sections of the create drawer, the edit page and the
replace modal link to it via WalletChargeLink (record resolved by mobile).
2. جایگزینی نوبت now matches appointments-replace.pdf: patient search-or-new,
بخش/سرویس/پرسنل selects prefilled from the appointment, deposit toggle +
amount + charge link, read-only original date/time, status pick and notes —
all through the general PATCH.
3. The confirmed-appointments table is paginated (20/page, client-side so the
schedule view and doctor-tab derivation keep the whole day), resetting on
date/doctor/filter changes. The page-local STATUS_META also adopts the
design labels plus following_up/salon for the schedule cards.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Add a record-scoped PatientCall entity (subject, summary, outcome
success/missed, called_at, personnel) with its repository and three
owner-gated endpoints on PatientController:
GET /patient/{uuid}/calls — call log, newest first, optional ?outcome
POST /patient/{uuid}/call — log a call (subject required)
DELETE /patient/call/{uuid} — delete an entry
Wire the previously-placeholder "کال سنتر" tab as a CallCenterTab: a register
form (date/time/subject/summary + success/missed toggle, personnel taken from
the logged-in user) beside a filterable call history (all / success / missed).
With this every patient-detail tab is now backed by a real endpoint, so the
generic Placeholder is no longer reachable. PatientCallTest covers create/list/
delete, the outcome filter, the invalid-outcome fallback, and ownership scoping.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
The generic wallet/payment endpoints are bound to #[CurrentUser] (the
requester's own money), so they cannot serve a record owner viewing a patient's
finances. Add three record-owner-gated read endpoints on PatientController that
reuse the existing repositories:
GET /patient/{uuid}/payments — paginated gateway payments (?status)
GET /patient/{uuid}/wallet — balance + 10 recent transactions
GET /patient/{uuid}/wallet/transactions — full paginated ledger
Wire the previously-placeholder "پرداختها" and "کیف پول" tabs on the patient
detail page: payments via the shared TabList, wallet via a new WalletTab (balance
card + credit/debit ledger). PatientFinancialsTest covers the happy path, the
credit−debit balance, and ownership scoping (404 for a different owner).
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Add a patient message/communication log: a new PatientMessage entity
(record-scoped, CASCADE) + repository, and owner-scoped endpoints
(GET messages, POST message, DELETE message) with a validated channel
(sms/note/call/email). Wire the "پیامها" tab in PatientDetailPage
(send box + list + delete). PHPUnit covers create/list/delete + ownership
+ validation; Vitest covers the tab. API docs updated.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Add patient medical-exam entries: a new PatientMedicalRecord entity
(record-scoped, CASCADE) + repository, and owner-scoped CRUD endpoints
(GET list, POST create, PATCH, DELETE) under /api/v1/patient. Wire the
"پرونده پزشکی" tab in PatientDetailPage (list + add/edit modal with title,
date and notes + delete). PHPUnit covers CRUD + ownership + validation;
Vitest covers the tab. API docs updated.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Add patient file attachments: a new PatientAttachment entity (record-scoped,
CASCADE) + repository, and endpoints GET /patient/{uuid}/attachments,
POST /patient/{uuid}/attachment (raw-body upload) and DELETE
/patient/attachment/{uuid} (owner-scoped). Factor the shared raw-body upload
logic into FileUploadService. Wire the "ضمیمه" tab in PatientDetailPage
(upload + list + delete). PHPUnit covers list/delete/ownership; Vitest covers
the tab. API docs updated.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Rebuild the patient records (پروندهها) area, phase A of the Figma redesign:
- BE: add a clinic-scoped `record_number` and a TenantTag `tags` M2M to
PatientRecord (migration + EAGER-hydrated collection). POST /patient and
PATCH /patient/{uuid} now accept `record_number` and tenant-scoped `tags`
(foreign tag → 422); demographic fields (gender, date_of_birth,
referral_source, description) continue to live on UserProfile via PATCH.
- FE: new PatientsListPage (table + card views, search, pagination, tags
column, "تشکیل پرونده") at /admin/patients, and PatientRecordFormPage
(create/edit) that POSTs the record then PATCHes the demographics. Point
the sidebar "پرونده" entry to the new list.
Phases B–E (tabbed patient file, service stepper, invoice, payments/wallet,
call-center) follow. Backend covered by PHPUnit, FE by Vitest.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Backend:
- Add profile columns field_of_study, province_id, city_id, postal_code,
referral_source (UserProfile + migration).
- Extend PATCH /api/v1/patient/{uuid} to persist all demographic fields
and return them in the patient profile payload.
- Support editable mobile (login identifier): validation, uniqueness,
User.setMobileNumber, new ERR_PROFILE_002.
- Update docs/api/patient.md.
Frontend:
- New reusable Input, Field, and PatientRecordInfoForm (RHF + Zod).
- usePatient/useUpdatePatient hooks and patientForm mapping helpers.
- Extend the existing "info" tab in MyPatientsPage to the full field set
via the shared form (province/city/insurance options, Jalali date).
Tests: Patient entity + PATCH integration (PHPUnit); form, hooks, and
mapping helpers (Vitest).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- Introduced `PatientAppointment` interface to define appointment structure.
- Implemented `findByUserAndDoctorIds` method in `AppointmentRepository` to retrieve appointments for a user filtered by doctor IDs.
- Added `acceptedDoctorIdsByClinic` method in `ClinicDoctorInvitationRepository` to get accepted doctor IDs for a clinic.
- Created new endpoint in `PatientController` to fetch appointments for a patient, ensuring only relevant doctors' appointments are displayed.
L1: PATCH /session now enforces the patient_records subscription gate like its
sibling endpoints (ownership was already checked; the feature gate was missing).
L11: POST /pre-registration and POST /representation/iban return 201 on create.
Remaining low-tier findings triaged and accepted without change (documented in
docs/audit-backlog.md): L8 is a false positive (FK auto-indexed), L6/L7/L9 are
marginal indexes, L4/L5 are small bounded N+1, L2/L3/L10/L12 are minor — none
with security/integrity impact.
Regression: tests/Audit/LowTierFixesTest (both fail without the fix).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- appointments(status, expires_at): the per-minute expiry scheduler filtered on
these with no covering index
- patient_sessions(created_at): dashboard revenue range scans
- users(status): admin user-list filter
PatientRecord(entity_type,entity_id) already covered by its unique constraint;
UserActiveContext.user_id is the PK — neither needed a new index.
- Updated NewSessionPage to calculate patient share based on insurance coverage rules.
- Refactored billing calculations to utilize new patientShareOf function for service items.
- Enhanced API documentation to reflect changes in service coverage structure.
- Implemented ServiceInsuranceModal for managing insurance coverage per service.
- Added UI components for displaying and editing insurance coverage details.
- Removed obsolete toggle switch styles and adjusted CSS for new components.
- Ensured backend endpoints support both service_item_id and service_item_uuid for flexibility.
GET /api/v1/patient/{uuid} now returns a `profile` object from UserProfile
(demographics, contact, insurance names resolved). Admin record detail shows
a "patient info" section. Empty fields render as "ثبت نشده".
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Appointments now persist address_id resolved from the weekly-schedule
session (location_id) across all booking paths (online, secretary, admin).
On confirm, the patient is added to the clinic owning that address, or to
the doctor's single clinic as fallback. Weekly-schedule create/update now
requires location_id on every active session. PatientSession exposes
doctor_uuid/doctor_name so clinic records show which doctor each visit is for.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Extend POST /api/v1/patient to resolve user by uuid or mobile, and
create a new ROLE_USER (name + optional national code, no password)
when no user exists. Admin modal shows a new-patient form on lookup miss.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- Added `owner_type` and `clinic_id` fields to `DoctorSecretary` entity to distinguish between clinic and personal practice relationships.
- Updated repository methods to be scope-aware, allowing for specific queries based on the context of the secretary's relationship (clinic or doctor).
- Modified `SecretaryController` to handle secretary creation with appropriate scope based on the current user's role.
- Enhanced `AuthController` to build contexts that reflect the scope of the secretary's access.
- Updated `DashboardController` and `PatientController` to respect the new scope logic when retrieving data.
- Created migration to update the database schema accordingly, dropping the old unique constraint and adding the new fields and constraints.
- Fix national code handling in staff creation and updates to support Persian digits.
- Update ClinicStaff entity to allow longer national codes (up to 15 characters).
- Implement support for clinic secretaries in SecretaryController, allowing creation without a doctor UUID.
- Add a new endpoint to retrieve doctors associated with a clinic for secretary management.
- Improve appointment management by ensuring doctors are selectable even when no appointments exist.
- Extend PatientController to allow secretaries to create patient records if they have the appropriate permissions.
- Introduce a PriceInput component for better price formatting in forms, supporting Persian digits.
- Add a MockGateway for testing payment processes without real transactions.
- Enhance SMS settings management with an approval flow for post-visit text messages, including new fields for pending text and status.
- Update migrations to reflect changes in database schema for national codes and SMS settings.
- Added StaffController for managing clinic staff, including listing, creating, updating, and toggling staff status.
- Created ClinicStaff entity and repository for staff data handling.
- Developed SubscriptionController to manage subscription plans and periods, including trial subscriptions.
- Introduced SubscriptionPlan, SubscriptionPeriod, and ClinicSubscription entities for subscription management.
- Implemented SubscriptionService for handling subscription logic, including trial activation and subscription creation from payments.
- Added necessary repositories for subscription entities to facilitate data access and manipulation.
