- Updated CoverageRule and related entities to include franchise_percent instead of franchise_rials.
- Modified Appointment entity to carry supplementary insurance ID alongside base insurance.
- Implemented SessionBillingService to ensure finalized invoices for insured patient sessions.
- Created InvoiceFinalized event to trigger claims creation upon invoice finalization.
- Added BackfillMissingClaimsCommand to generate claims for finalized invoices without existing claims.
- Developed tests to validate the new functionality for supplementary insurance handling in appointments and claims.
Phase 6 of the tenant series. GlobalTables::DEFERRED is now empty and the
coverage test asserts it stays that way.
payments carries the (entity_type, entity_id) pair and belongs to the
receiving side, never the payer: an appointment payment takes the
appointment's environment, a subscription takes the environment its buyer
owns, and an SMS wallet top-up takes the wallet's. The patient never chose
an environment, so TenantFilter stays off for them and they still see their
own payment.
Three corrections to the analysis the phase was planned on, each backed by
the code or the data rather than the plan:
- A third payment type exists. Payment::TYPE_SMS_WALLET is created in
SmsWalletController and already carries its environment in the metadata;
without assigning it the write would fail at flush.
- clinic_subscriptions has no user_id, and its trial rows carry no payment,
so it cannot drive the subscription backfill. The environment is derived
the way handleSubscriptionActivation derives it — and that method now
reads the pair off the payment instead of re-deriving it, so a payment and
the subscription it buys can no longer land on different environments.
- WalletTransaction is not a child of Payment. payment_id is nullable and
none of the four creation sites set it; the wallet is a person's, with a
running balance per user. It and Settlement, which withdraws from that same
wallet, are global with a recorded reason instead.
bank_accounts and pos_devices move from the registering user to the
environment. Their pair is deliberately nullable: nothing in the existing
data says which of a multi-environment owner's cards belongs where, and
guessing would point real money at the wrong account. Ambiguous rows stay
unassigned and the migration reports how many. The cost is that such a row
is invisible in every environment, so the owner reaches it through a
user-scoped lookup that runs outside the filter, and assigns it with
PATCH .../{uuid}/environment. The admin panel marks those rows and offers
the assignment.
Tests: 896 backend (+11), 570 frontend (+4). PHPStan unchanged at its 17
pre-existing errors.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
- Introduced `online_share_enabled` and `online_share_percent` fields in the `doctor_secretaries` table to manage secretary shares from online appointments.
- Added `bank_account` field in the `profiles` table to store user-level IBANs for settlements.
- Created `secretary_earnings` table to track earnings per secretary from online appointments, including a foreign key relationship with `financial_breakdowns`.
- Implemented `SecretaryEarning` entity and repository for managing secretary earnings.
- Developed `SecretaryShareResolver` service to determine which secretaries earn from online payments.
- Added `UserIbanResolver` service to handle user IBAN retrieval and management.
- Created `HasIbansTrait` for entities to manage IBANs in a JSON format.
- Implemented tests for secretary earnings and API endpoints for managing secretary shares and IBANs.
An appointment can now carry the insurance it is billed with: the service kind
(outpatient/inpatient) and the basic insurance. Confirming it no longer hands the
whole amount to the patient — the visit is split through BillingCalculator with the
coverage percent of that service kind, and the choice travels to the encounter and
the invoice built from it.
The enabled service kinds are a tenant-wide setting (all of that tenant's
insurances share it), so a tenant covering only one kind is never asked which one:
the panel resolves it the same way the server does.
- add tenant_service_category_settings + TenantServiceCategoryService, exposed on
the existing insurance-pricing endpoint (service_categories,
default_service_category); at least one kind must stay enabled
- add appointments.insurance_service_category / insurance_base_id with
AppointmentInsuranceService validating them against the tenant's own settings
and active contracts (basic only), accepted by PATCH and by confirm
- snapshot the kind on patient_sessions and invoices; the visit's coverage rule is
resolved per kind (services keep using their own ServiceItem.service_category)
- lib/insuranceShares becomes the single client-side mirror of BillingCalculator,
shared by the confirm modal, the appointment edit page and the session form
- surface the selection: confirm modal (with live shares), turns timeline chip,
appointment edit page, patient record service card and invoice summary
- the session form shows the insurance block whenever the tenant has an active
contract and prefills the patient's own insurance, so it can be changed
- fix: the confirm modal showed a zero visit price when the appointment had none —
it now falls back to the tenant's free-visit price like the server
- fix: useServiceCategories read one level too shallow, so Persian labels never
arrived and raw enum keys leaked into the contract summary
- fix: BlogsPage test asserted the public blogs endpoint after the page moved to
the admin one
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
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.
The public doctor payload built `active`/`free_turn`/`hours_of_work` from the
personal schedule alone, so a doctor bookable only at a clinic was reported as
"نوبتدهی غیرفعال". Aggregate over every schedule instead: any schedule with
online booking on and an active day makes the doctor bookable, and the disabled
label only appears when all of them are off.
Three admin-panel fixes for the same class of bug:
- AppointmentsPage took the selected doctor from `dbUuid`, which is the clinic's
uuid inside a clinic context — the slots request 404'd. Use `doctorUuid`.
- TurnsTimeline rendered any error or unknown empty_reason as "این روز شیفت کاری
ندارد". Errors now surface as errors and unknown reasons get a neutral message;
the day-off wording is reserved for an explicit day_off from the backend.
- Admins have no clinic context, so slots fell back to the personal schedule.
They now pick a location from `appointment-booking-locations` and that choice
drives the slot, service and create-appointment requests.
Adds `app:schedule:normalize-format` for legacy rows stored as a bare JSON list
covering only Saturday, which read as day-off for the rest of the week.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Two faults, one root: the per-context booking work updated ScheduleSection but
left the rest of the panel calling slot endpoints without clinic_uuid. Absent
clinic_uuid means the personal practice, so the panel asked about a schedule the
doctor barely uses and got nothing back.
- useClinicContext() resolves the current environment once and is used by the
appointments page, useDoctorBookingServices, ServiceSlotPicker and both
queries in NewAppointmentDrawer (a fifth call site a sweep turned up). It
returns null in a doctor's personal environment so the mirror-image bug — a
doctor seeing the clinic's schedule at their own practice — cannot appear.
clinicUuid is part of every query key; without it the cache leaks across
environments.
- appointment-slots returns empty_reason (no_schedule | holiday | day_off |
outside_window). TurnsTimeline rendered «این روز تعطیل است» for any empty day,
which is what the bug report actually saw; it now says which of the four it is.
- booking-locations lists a location only when the context has an address and an
active shift points at it. The dev data had three "personal" schedules whose
shifts referenced the clinic's address, so the public site advertised a
personal practice that could never be booked.
- ?date= adds available_on_date per location, validated as a real calendar date.
- MyAppointmentsController and AdminApiController resolved the appointment
address with no context and could store the wrong one. Both now go through the
new BookingContextResolver, which also replaces AppointmentController's private
copy of the same membership check.
- app:schedule:audit-locations reports shifts pointing at a missing or foreign
address; --fix deactivates them rather than deleting.
Verified against the reported doctor: same date, no clinic_uuid -> 0 sessions,
with it -> 1 session; a full week matches the configured Sat/Tue/Wed/Thu.
Suite: 417 tests, 2 failures — both pre-existing and unrelated.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
- Implement DoctorPermissionsModal for managing doctor permissions in clinics.
- Create usePermissions hook to handle user permissions context.
- Add migration for clinic_doctor_permissions table with default permissions.
- Develop ClinicDoctorPermissionController for handling permissions API.
- Create ClinicDoctorPermission entity to manage permissions data.
- Implement ClinicDoctorPermissionRepository for database interactions.
- Add ClinicDoctorPermissionChecker for permission validation logic.
- Write tests for clinic doctor permissions functionality.
The admin SPA never called POST /billing/invoices, so every session had
invoice_uuid = null and the view-invoice buttons on the patient services
tab (and MyPatients visit modal) were permanently disabled. Add a shared
useIssueInvoice hook (idempotent create + finalize when draft) and wire
it into:
- DetailsStep: the wizard's final step now really issues the invoice
- SessionServiceCard / PatientDetailPage: clicking view-invoice on a
session without an invoice issues it first, then opens the summary
- MyPatientsPage visit modal: same, replacing the dead disabled button
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>
Service-booking mode now selects services by section like slot mode:
appointment-booking-services returns service_section per item; ServiceSlotPicker
groups by section (SearchableSelect), accumulates picks across sections into a
removable 'section -> service' chip list.
Secretaries can override a service's duration for a single appointment without
changing the service default: appointment-service-slots accepts durations[uuid]
and both create endpoints accept service_durations; the override drives total
duration and slot_end. Online (patient) booking is unaffected — it never sends
overrides. Backend + frontend tests and docs updated.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
- Added a new 'category' field to the InventoryItem entity and updated the database schema.
- Replaced free-text input for 'unit' and 'category' with select dropdowns in the AddItemModal.
- Introduced a new API endpoint to fetch metadata for units and categories.
- Updated inventory filtering logic to use the new 'category' field instead of 'consumable'.
- Enhanced validation for item creation and updates to ensure valid unit and category values.
- Updated tests to cover new functionality and ensure proper validation.
Add a per-tenant (doctor/clinic) Inventory domain and admin page, ported
from clinic-pro-tauri /inventory (which was static/mock) into a real feature.
Backend (src/Inventory/):
- Entities InventoryItem, InventoryPackage, InventoryPackageItem, scoped via
entity_type/entity_id like TenantTag. Item status is derived, package total
and availability derived at read time.
- InventoryService (stats, package assembly, availability), thin
InventoryController with CRUD for items and packages + categories endpoint.
- Migration + docs/api/inventory.md + functional tests (10 tests, 42 assertions).
Frontend (assets/admin/):
- InventoryPage with two tabs (کالاهای مصرفی / پکیج), stat cards, items table
(desktop + mobile cards), packages accordion, add/edit item and package
modals, search + category filter — pixel-matched to the tauri source.
- useInventory hook (TanStack Query), route + sidebar link for doctor/clinic.
- Vitest coverage (real data, empty state, modal, packages tab).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Add per-clinic payment methods (bank accounts + POS/card-reader devices)
under the "مدیریت پرداخت" settings tab at /admin/my-financial, ported from
clinic-pro-tauri's mock-only PaymentManagement tab into a real persisted
feature. These records are referenceable (by uuid) from patient invoices to
record which method a service payment was made with.
Backend (new src/PaymentMethod domain):
- BankAccount + Pos entities, repositories, PaymentMethodService (validation,
ownership scoping, create/update/toggle logic).
- Thin PaymentMethodController exposing /api/v1/my/payment-methods/{bank-accounts,pos}
(GET/POST/PUT + PATCH .../status), guarded to clinic/doctor/secretary/admin.
- Migration for bank_accounts + pos_devices tables.
- Functional tests (success + validation/404/403 + empty boundaries).
- docs/api/payment-method.md.
Frontend:
- Replace MyFinancialPage content with the payment-management UI (two tabs,
tables, add/edit modals, status toggle) using the admin design system.
- usePaymentMethods hook (TanStack Query) + presentational components.
- Update page test to cover tabs, data, empty state and the add modal.
Co-Authored-By: Claude Opus 4.8 <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>
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>
- Implement tests for Pagination, StatusBadge, ConfirmDialog, and MobileInput components.
- Add tests for useSubscription, usePaymentConfig, and usePwaInstall hooks.
- Create tests for API requests in the api module, including success and error handling.
- Add utility function tests for formatting and validating Iranian mobile numbers.
- Implement tests for BlogFormPage and BlogsPage to validate form submissions and data fetching.
- Add tests for LoginPage to ensure proper validation and state management.
- Create tests for authStore and uiStore to validate state management and functionality.
- Set up Vitest configuration and testing utilities for consistent testing environment.
- Changed the tab name from 'post-visit-review' to 'post-visit-approved' in SmsPage.
- Introduced a new query for fetching approved post-visit texts.
- Updated the UI to display approved post-visit texts and their details.
- Enhanced the API endpoint to filter SMS settings based on status (pending/approved).
- Added entity name resolution for doctors and clinics in the SMS settings.
- Updated the SmsWalletPage to include new post-visit text variables for SMS templates.
- Improved type definitions in index.ts for better clarity and consistency.
hamed