Base insurance is a percentage-only rule: patient share is now total minus the
base share, and the contract franchise no longer inflates it (franchise stays
meaningful for supplementary contracts only).
Coverage percentages are managed centrally by admin per service category
(outpatient/inpatient, extensible via the ServiceCategory enum). A tenant
contract may override a category, otherwise it follows the admin default live —
changing the central value immediately applies to every contract that did not
override it.
- add ServiceCategory enum + GET /api/v1/service-categories as the single source
of the category list for every client
- add insurance_coverage_defaults (+ GET/PUT admin coverage-defaults endpoints)
and expose coverage_defaults on the insurance list and insurance-pricing
- add tenant_insurance_category_coverage; tenant-insurances accepts optional
category_coverages (needs insurances.update) and returns the effective
percentages with their source
- add service_items.service_category; visits always resolve as outpatient
- drop the reverse-engineered percent from patient_share_rials in MyPatientsPage
and align the client-side BillingCalculator mirror in CreateStep
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
- Added support for 'partial' payment status in MyPaymentsPage and related components.
- Updated API responses to include 'paid_rials' and 'summary' for invoices.
- Introduced InvoicePaymentStatus service to derive payment status based on actual payments.
- Enhanced tests to cover new payment scenarios including partial payments and payment methods.
- Updated documentation to reflect changes in payment status and API responses.
- Implemented a new API endpoint `/api/v1/my/billing/payments/summary` to provide a financial summary of payments with filters for national code, status, and date range.
- Updated the InvoiceRepository to aggregate totals for paid and unsettled invoices.
- Created a new hook `usePaymentsSummary` to fetch summary data in the frontend.
- Redesigned the MyPaymentsPage to align with the ClaimsPage structure, incorporating a design system, summary statistics, and improved filtering options.
- Added tests for the new payments summary endpoint to ensure correct functionality and filtering behavior.
- 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.
Port the remaining gap of tauri /files/invoice-summary into the admin
invoice summary: GET /api/v1/billing/invoices/{uuid} now includes a
'session' key (full PatientSession payload) so InvoiceSummaryModal can
render the consumables table, the itemized payments table (method,
amount, date-time, recorder) and real discount/paid/remaining figures
instead of heuristics. Invoices without a source session keep the
previous behavior (session: null).
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Align /admin/my-payments with the tauri /payments source (per user): the list
is now a flat, newest-first list of the tenant's recorded invoices — one row
per invoice — instead of the per-patient aggregation built from Figma.
Backend:
- replace InvoiceRepository::patientPaymentSummary aggregation with
tenantInvoices/countTenantInvoices (flat, joins patient name/national code).
- InvoiceService::patientPaymentList → tenantInvoiceList.
- BillingController: GET /api/v1/my/billing/patient-payments →
GET /api/v1/my/billing/payments returning
{ invoice_uuid, patient_uuid, patient_name, national_code, issued_at,
amount_rials, status } rows.
- node-2 patient invoices endpoint unchanged.
Frontend:
- useMyPayments: usePatientPayments → usePayments (flat PaymentRow).
- MyPaymentsPage columns match tauri DetailT: row #, avatar+name, national
code, date-time, amount paid, مشاهده (no status column); 'اضافه کردن بیمار'
links to /admin/patients/new. Filters (national code / status / Jalali date
range) kept.
Tests + docs/api/billing.md updated. Intentionally omitted tauri extras:
mobile Cards view and the advanced ModalFilter.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Port two nobat724 Figma screens into the admin SPA for the doctor/clinic
tenant panel:
- node 1 — لیست پرداختها (/admin/my-payments): per-patient payment summary
(invoice count, paid, remaining, derived status paid/unsettled/unpaid),
filters by national code / status / Jalali date range, pagination.
- node 2 — پرداختهای ثبتشده (/admin/my-payments/:patientUuid): a patient's
recorded invoices with patient header, service title, total, status badge,
and an expandable per-invoice item breakdown.
Backend (App\Billing):
- InvoiceRepository::patientPaymentSummary/countPatientPaymentSummary — DQL
aggregation grouped by patient record (arbitrary join Invoice→PatientRecord
→User), draft/void excluded, derived-status HAVING filters.
- InvoiceRepository::invoicesForPatient/count + InvoiceService methods that
shape rows and derive status.
- BillingController: GET /api/v1/my/billing/patient-payments and
GET /api/v1/my/billing/patients/{patientUuid}/invoices (thin, resolveEntity,
tenant-scoped, 403/404). Invoice::getIssuedAt / InvoiceItem::getTitle added.
- docs/api/billing.md documents both endpoints.
Frontend: useMyPayments hooks, MyPaymentsPage, MyPaymentDetailPage, routes in
App.tsx (doctor/secretary/clinic, blockClinicScope) and a sidebar entry.
Persian strings hardcoded per existing admin convention (no i18n infra).
Tests: tests/Billing/PatientPaymentsTest.php (8), useMyPayments + both page
tests (11). Note: pre-existing LoginPage.test failures are unrelated (proven
by stashing this change).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
M8: DoctorSecretary::toArray() lazy-loaded secretary/doctor/clinic per row;
fetch-join them in findByDoctorScope/findByClinic (shared listWithRelations()).
M9: enrichClaims() lazy-loaded each claim's items collection and called
insuranceRepo->find() per claim. Fetch-join items in findByTenant (Paginator,
fetchJoinCollection) and batch-fetch insurance names once.
Regressions (query count constant vs row count): SecretaryListNPlusOneTest,
ClaimsListNPlusOneTest.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
approve/pay accepted any approved_rials/paid_rials with no bounds, so the
claiming tenant could write arbitrary figures into the insurer-debt ledger
(negative, or far above the claimed total). Validate: approved ∈ [0, claimed],
paid ∈ [0, approved] → 422 otherwise. (The "force arbitrary status" half of the
finding was already prevented by Claim::canTransitionTo.)
Regression: tests/Billing/ClaimAmountBoundsTest.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
GET /billing/claims loaded every tenant claim with no limit. Add
findByTenant(page, limit) + countByTenant (shared query builder), default
limit 50 / max 100, and expose totals as data.meta — kept inside the existing
{ data: { data: [...] } } envelope so current clients are unaffected.
GET /wallet/transactions was already bounded (findByUser defaulted to limit 50)
but page-less; add page/offset + countByUser + the same additive meta.
Regression: tests/Billing/ClaimsListPaginationTest,
tests/Settlement/WalletTransactionsPaginationTest.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
