Laser is six to eight sessions; the previous design only knew single
appointments, which is the exception rather than the rule.
- CourseProtocol per service: session count and three distinct spacings —
min is the earliest that is clinically allowed, ideal is best, max is where
the course starts losing its effect
- Starting a course creates every session up front as `planned` and copies the
protocol's numbers and per-session params, so changing the protocol tomorrow
leaves a running course alone
- Suggestions anchor on the last *completed* session, not the course start:
when session 2 slips, session 3 moves with it
- Slots are ranked by distance from ideal, not by earliest available — day 21
is worse than day 27 when 28 is the target
- book-all is all-or-nothing inside one transaction, with a moving anchor and a
90-day horizon; sessions past the horizon stay planned and are reported, not
treated as failures
- The effective minimum is the stricter of the protocol and the task-09 spacing
policy, so a clinic rule never fights the protocol
- Cancelling one session returns only that session to planned; abandoning a
course does not cancel its appointments, which stays an explicit decision
One active course per (patient, service) via active_course_key, the same
partial-uniqueness trick as Appointment::activeSlotKey.
Admin: CourseProtocolsPage, TreatmentCoursePage and a courses tab on the
patient record.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
"Six laser sessions" is the common case in an aesthetics clinic: the patient
pays once and books the sessions later.
Credit is a ledger, not a counter. No table has a remaining/used_count column
and a schema test enforces that — the balance is always SUM(delta) over
append-only rows, so every number a patient sees has a full history behind it.
Corrections are new rows, never edits.
- purchase / consume / refund / adjustment / expiry, each with a reason, an
author and the appointment it belongs to
- consume happens in confirm(), never in quote(): if the preview consumed, a
page refresh would cost the patient a session
- cancelling adds a refund row; the consume row stays
- FIFO across a patient's packages — the oldest is closest to expiring
- an empty package is not an error, it just does not apply and the patient pays
- adjust/expire need a doctor or clinic role, and adjust always needs a reason
- app:package:expire writes the closing row so "where did my 3 sessions go?"
always has an answer
Consume takes a pessimistic lock on the one package row. That is the opposite
of task 07's slot buckets, and docs/api/package.md carries the table explaining
why, so nobody unifies them later.
Idempotency checks for an existing consume row before inserting rather than
catching the unique violation: in Doctrine that exception closes the
EntityManager and burns the rest of the request. The unique key stays as the
last line of defence.
Admin: PackagesPage, a packages tab on the patient record, and a ledger page
whose running-balance column shows where the final number came from.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Task 09 shipped a powerful API that a non-technical clinic owner could not
safely use. This closes that gap: activation now requires having seen what the
rule actually does.
- PolicySimulator runs a policy against real past appointments and writes
nothing: evaluation works on facts (never entities), the whole run sits in a
transaction rolled back and cleared in `finally`, and a test counts rows in
five sensitive tables before and after
- activate() now demands a simulation of the *same version* — a report for
version 1 does not unlock version 2
- PolicyTemplateRegistry: six ready-made rules, so the common case never
touches a raw condition
- Severity from the affected ratio; 0% is a warning too, since a rule that
changes nothing usually has a condition that never matches
- An empty clinic still succeeds with a warning, otherwise a new clinic could
never activate anything
Admin: PoliciesPage, PolicyFormPage, PolicySimulationPage, and a
PolicyConditionBuilder built entirely from GET /policy-schema — a test proves a
field that exists only in the schema shows up with no frontend change, and that
operators are filtered per field type.
The schema response now carries per-field metadata (label, type, meaningful
operators) so the form has one source of truth instead of two.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Completes task 03. The resource calendar page edits weekly shifts, records leave and
maintenance, and previews two weeks of availability with a Persian reason for every
empty day — showing the raw server key ("outside_branch_hours") to a user would have
been a meaningless message. The preview is labelled raw on the page itself, because
booked appointments are not subtracted yet and mistaking it for bookable time leads
to overbooking.
The interval algebra moved to src/Shared/Time/TimeInterval.php with twelve unit
tests: tasks 05 and 06 need the same union/intersect/subtract, and a second
implementation is how two subtly different definitions of "overlap" get born. The
half-open [start, end) contract is what makes a shift ending at 13:00 and one
starting at 13:00 not overlap.
AvailabilityQueryCountTest locks the query count flat: one day and ninety days cost
exactly the same number of queries. Without it the first refactor can put a query
inside the day loop and a 90-day response quietly becomes hundreds of queries —
something only production would reveal.
app:resource:calendar:backfill derives shifts from existing WeeklySchedule sessions,
so the resources created in task 02 are not left with empty calendars. It skips any
resource a user has already configured, which is also what makes it idempotent. The
weekly schedule itself is untouched: this is a copy, not a migration.
Also added --replace to the holiday import. upsert keys on the date, so a row written
with a *wrong* date can never correct itself — re-running just creates the right row
beside the wrong one. That is exactly what happened after fixing the Jalali
conversion bug, and it was caught while capturing real responses for the docs.
Deferred with reasons recorded in the checklist: seasonal shift validity (two
nullable columns can be added later without backfill, so "needed from day one" does
not hold), and a Jalali date picker in the exception form.
1154 tests / 3229 assertions. phpstan at its 14-error baseline, none in touched
files. tsc clean, vitest 622 tests.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Four pages on the existing design system: a resources list whose branch/type/skill/
status filters live in the URL and go straight to the server, and three supporting
pages for types, skills and pools. Filtering client-side over a list the server had
already filtered would have been a second source of truth, so the page does neither.
The pool members dialog only offers resources from the pool's own branch and type —
the same rule the server enforces with 422, applied early so the user never reaches
the error. Skill assignment and pool membership are both full replacements, and both
say so in the dialog, because a partial-looking save that silently drops rows is
worse than an explicit one.
Wiring that was missing: deactivating a staff member through
PATCH /api/v1/staff/{uuid}/toggle now closes their resource too. Without it an
inactive operator would still have shown up in availability search. It is an explicit
call rather than a Doctrine lifecycle callback, since callbacks do not fire for
getArrayResult() — which is how every admin list is built — and that asymmetry is
its own bug. The reverse does not hold: closing a resource does not deactivate the
person, who may be purely administrative.
docs/api/resource.md documents all sixteen endpoints with responses captured from
real curl runs against ddev, including the 422 bodies for person-capacity and
non-scalar attributes. staff.md gains a "relationship to resources" section stating
that job_title is not a skill. tenancy.md contrasts these aggregate children —
whose roots do carry a tenant pair — with the branch_working_hours case from task 01,
where the root was global and the classification was wrong.
Also fixed a pre-existing flaky test: NumericFieldNormalizerTest guarded its random
mobile against collision on the never-reset db_test but not its random national code,
so a full-suite run could fail with 422 and close the EntityManager, taking an
unrelated test down with it. Both are now guarded, and the assertion prints the
server's response instead of a bare "422 is not 201".
Verified: phpunit 1119 tests / 3113 assertions green; slot-mode frozen contract green;
phpstan 14 errors before and after, none in touched files; tsc clean; vitest 88 files
/ 617 tests green.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Three pages, all on the existing design system: BranchesPage lists the current
environment's booking locations with their working-hours and active-room counts,
and two subpages edit the week and the rooms. The list page deliberately does not
create or rename a branch — clinic and doctor detail pages already do that, and
duplicating it would give one physical place two edit surfaces. Route permission
reuses `appointment_settings` rather than inventing a new one.
Two real bugs fell out of exercising this end to end:
`days` was serialising as a JSON *array*, not an object keyed "0".."6" — keys 0..6
are sequential so json_encode collapses them to a list. The client reads days["0"]
either way, so nothing looked broken, but the response shape was unstable: one
missing day would flip the same field to an object. The controller now casts to
stdClass and WorkingHoursTest::testDaysIsAJsonObjectNotAnArray pins it. Found by
curling the endpoint for the docs, not by any test.
`<input type="time">` caps at 23:59, so it can neither display nor produce the
legal end value 1440. An all-day range would have vanished from the form and been
corrupted by the first save. Ranges now carry an explicit end-of-day flag, with a
round-trip test proving 1440 survives.
docs/api/branch.md documents all eight endpoints with responses captured from real
curl runs against ddev, including the 422 and 404 bodies. doctor.md records that
active/timezone now appear on all nine existing address endpoints (additive), and
tenancy.md gains the two lessons this task taught: an aggregate child whose root is
itself declared global inherits no environment and needs a real pair, and
TenantFilter is not a substitute for an explicit ownership check because hard
isolation only applies to a *chosen* context.
Verified: phpunit 1067 tests / 2974 assertions green; slot-mode frozen contract
green; phpstan 14 errors before and after, none in touched files; tsc clean;
vitest 87 files / 612 tests green.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
TransferReserveModal built the live appointment from appointment_time/end_time,
which on a reserve entry are both 00:00 because slot_start == slot_end. Moving a
reserve back to the appointment list silently created a zero-length appointment
at midnight. With the new duration validation it would now fail loudly instead.
Converting back now asks for a real time: the service picker in service mode,
two required time inputs in slot mode. The appointment -> reserve direction is
untouched.
GET /my/appointments has its own array-hydration serializer rather than
Appointment::toArray(), so it exposed none of the service fields the panel needs.
Added service_items (separate query, no row multiplication and no N+1),
clinic_uuid and the duration pair. This was also a hidden prerequisite of the
public-site task, whose checklist listed it as "verify first".
The reserve table now lists every service instead of only the first.
Not done, deliberately: the DataTable migration the task asked for. Its stated
reason — inline tokens breaking dark mode — does not hold; this table's th/td
already use CSS variables and dark mode works. Rewriting a working table for no
real gain is unjustified risk.
Task: docs/new_feture/taskes/task-00-service-mode-completion/
Slot-mode contract: unchanged (--group=slot-mode-frozen green)
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
In service mode the page now mounts the existing ServiceSlotPicker and hides the
three free-form time inputs plus the single-service select: a 45-minute service
could previously be shortened to 20 and the next patient would sit on top of it.
Hidden rather than disabled — a disabled field reads as "you must do something
here".
Saving splits in two: the service-aware endpoint takes the time and services
(the client sends no duration), then the usual PATCH carries deposit, insurance,
status and note without slot_start/slot_end/version, since the reschedule already
advanced the optimistic-lock version.
Booking mode is read from the appointment's own schedule via an explicit
clinic_uuid, not from the panel's current environment: a doctor can be slot-based
in their office and service-based in a clinic. That required exposing clinic_uuid
in Appointment::toArray(), which was missing.
appointment-service-slots accepts exclude_appointment_uuid, gated on canManage of
that appointment — an ungated parameter would let anyone fabricate availability.
ServiceSlotPicker gained two optional props; its existing callers pass neither and
are unaffected. Its reset-on-doctor-change effect now skips the first run, which
would otherwise wipe the initial selection.
Task: docs/new_feture/taskes/task-00-service-mode-completion/
Slot-mode contract: unchanged (--group=slot-mode-frozen green)
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
- Implemented SidebarStaff component tests to ensure staff users see only their dashboard and services.
- Created StaffMyServicesPage to display assigned services for staff users.
- Added migration to link clinic staff rows to user accounts for ROLE_STAFF access.
- Defined StaffPermissions class for static permissions related to staff role.
- Introduced StaffRouteGuardSubscriber to restrict API access for staff users.
- Developed StaffAccountService for managing staff user accounts and linking them to clinic staff.
- Added comprehensive tests for StaffAccountService to validate user creation, mobile number handling, and account attachment.
- Implemented tests for staff dashboard access to ensure proper permissions and access control.
- Created tests for staff login context to verify correct environment visibility based on user roles.
- Refactor multiple admin pages (BlogsPage, ClinicsPage, DoctorsPage, etc.) to utilize the new useUrlState hook for managing pagination, search, and filter states via URL.
- Ensure that the state persists in the URL, allowing users to return to the same state when navigating back from detail pages.
- Update relevant components to handle state changes appropriately and maintain clean URLs by removing default values.
- Add SlotPicker component for selecting appointment slots based on availability.
- Create tests for useUrlState to validate its functionality and ensure correct behavior when interacting with the URL.
- Update API documentation to reflect changes in appointment creation and slot selection processes.
- Added BackButton component to standardize back navigation across pages.
- Integrated BackButton into various pages, replacing custom back buttons for consistency.
- Updated PageHeader to accept backTo prop for displaying BackButton when navigating from subpages.
- Created useGoBack hook to handle navigation logic, determining whether to go back in history or redirect to a fallback page.
- Added tests for BackButton and its integration with PageHeader to ensure expected behavior.
- 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.
- Changed franchise_rials to franchise_percent in tenant_insurances and tenant_service_coverage tables.
- Reset old rial values to 0/NULL as they are not convertible to percentage.
feat(command): add SeedInsuranceScenarioCommand for seeding insurance data
- Implemented a command to seed supplementary insurance contracts, patients, and claims for a specified doctor.
- Includes functionality for purging existing scenario data and generating new entries with predefined contracts and patient scenarios.
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>
- Updated date handling in BlogSeoFields and ScheduleSection to use Tehran timezone utilities for consistency.
- Introduced `toTehranClockTime`, `tehranWallClockToUnix`, and `todayIso` functions for accurate date representation.
- Modified various components to utilize these new utilities, ensuring that date strings are correctly formatted and timestamps are accurately converted.
- Enhanced API documentation to clarify the handling of date fields, emphasizing the importance of server-local midnight.
- Added tests to verify that date overrides and holidays maintain the correct day without shifting due to timezone discrepancies.
- Implemented `adminDetail()` method in `BlogController` to retrieve blog posts of any status for admin editing.
- Introduced `BlogCacheInvalidator` service to handle cache invalidation after blog create/update/delete actions.
- Updated existing methods in `BlogController` and `RepresentationBlogController` to call cache invalidation on blog modifications.
- Enhanced `BlogFormPage` and `RepresentationBlogFormPage` to utilize the new admin endpoint for fetching blog data.
- Added tests for `BlogCacheInvalidator` to ensure proper functionality and error handling.
- Updated documentation to reflect new API endpoint and cache invalidation behavior.
- Refactored role metadata styles in UserDetailPage for consistency with design tokens.
- Replaced hardcoded avatar colors with a utility function to generate gradients based on user ID.
- Improved InfoCard component styles for better hover effects and accessibility.
- Removed deprecated color classes and adjusted background gradients for various components.
- Updated theme token tests to reflect the removal of deferred files and ensure compliance with design standards.
- Added new avatarColors utility file to manage avatar gradient definitions.
- Refactor color palette in `ui-design-spec.md` to utilize CSS variables exclusively, eliminating fixed hex values and Tailwind utility classes.
- Complete dark mode implementation in `uiStore.ts`, ensuring proper theme application via `applyTheme()` and `applyBrand()`.
- Create `admin-theme-dark-light-audit.md` to document the transition process, outlining issues with inline styles and fixed colors.
- Introduce `theme-tokens.test.ts` to enforce rules against fixed hex colors and ensure compliance with the design system.
- Update various components and styles to replace inline styles and fixed colors with CSS variables, ensuring consistent theming across light and dark modes.
- Ensure all changes maintain visual integrity in both light and dark modes, with a focus on accessibility and contrast standards.
- Implemented PATCH endpoints for changing the login mobile number of doctors and clinics.
- Added ChangeLoginMobileModal component for handling mobile number updates in the UI.
- Updated ClinicsPage and DoctorsPage to include buttons for changing mobile numbers.
- Enhanced AdminApiController to manage mobile number changes with validation.
- Created tests to ensure proper functionality and validation for mobile number changes.
- Updated API documentation to reflect new endpoints and their usage.
- 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 new fields to the Blog entity: sources, review_status, reviewer, reviewed_at, review_note, and topic_slug.
- Created API endpoints for reviewing blog posts: GET /api/v1/admin/blog/review-queue and POST /api/v1/admin/blog/{uuid}/review.
- Updated BlogController to handle review logic, including approval and rejection of posts.
- Introduced BlogReviewPage component for admin interface to manage blog reviews.
- Added migration to update the database schema for new fields.
- Implemented tests for review queue functionality and review decision handling.
The clinic-member-doctor permission system (ClinicDoctorPermission) lagged the
secretary system: only 6 resources, enforced in ~6 places, dead toggles
(services.update never checked), and a sidebar showing just appointments+patients.
Bring it to parity so a clinic owner can control exactly what each member doctor
does — while an independent doctor stays completely unrestricted.
Coverage: add insurances, addresses, inventory, tags, staff, discounts, sms to
ClinicDoctorPermission::DEFAULT_PERMISSIONS + DoctorPermissionsModal
(subscription/clinic_doctors stay owner-only by design).
New App\Clinic\Security\ClinicDoctorAccessChecker (parallel to
SecretaryAccessChecker):
- denyUnlessGranted(user, resource, action): 403 only for a clinic-member doctor
in the clinic context; owner/admin/secretary/independent-doctor pass through.
- memberClinicId(user): resolves the member doctor to the CLINIC's tenant so the
role-based controllers (Inventory/Tag/Staff/Discount/Sms) stop showing them
their personal tenant in clinic context.
Enforcement wired into 10 controllers alongside the existing secretary gates:
ClinicService (services), Insurance (insurances), Patient (patients+payments),
Staff, Discount, Inventory, Tag, SmsWallet, Payment, PaymentMethod.
Frontend: the guest-doctor sidebar branch now exposes every permitted resource
(gated by can()) plus a «تنظیمات» entry; both settings navs (PurchaseSubscription
Sidebar + SETTINGS_MENU) are now permission-filtered for a scope=clinic doctor,
not just secretaries; my-payments route gets the missing payments permission.
CRUD-button gating already applies (usePermissions is role-agnostic).
Tests: ClinicDoctorPermissionEnforcementTest (member denied/allowed +
independent-doctor-unrestricted); guest-doctor sidebar gating. Backend 375 pass,
frontend 503 pass. docs/api/clinic.md updated with the full resource set +
enforcement notes.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Backend already returned 403 for ungranted secretary actions, but the UI still
showed the add/edit/delete buttons (e.g. clinic-services showed «بخش جدید» to a
secretary without services.create). Sweep every secretary-reachable page so each
create/edit/delete/manage control renders only when the matching
usePermissions().can(resource, action) is true. Owner/doctor/clinic are
unaffected — can() returns true when there is no permission context — so this
restricts only secretaries and mirrors the server checks.
Pages/components gated (resource):
- services: ClinicServicesPage, ServiceDetailPage (+ its tabs)
- inventory: InventoryPage, InventoryItemsTable, InventoryActionsMenu, PackagesView
- tags: TagsSettingsPage · staff: StaffPage · discounts: DiscountTab
- sms: SmsWalletPage · insurances: TenantInsuranceContracts
- clinic_doctors: ClinicDoctorsPage + ClinicDoctorsManager (props, default true)
- patients: PatientsListPage, MyPatientsPage, PatientDetailPage (records/notes/
sessions/attachments/calls/wallet — create/update/delete split)
- appointments: AppointmentsPage (add + empty-slot booking gated by create),
TurnsTable (status dropdown → read-only badge without update_status; actions
menu hidden without manage/cancel)
- appointment_settings: AppointmentSettingsPage + ClinicAppointmentSettingsPage
pass readOnly to ScheduleSection + FreeVisitPrice (new readOnly prop)
Not gated: view/read, search, filter, tabs, navigation, export, and modal
submit buttons reachable only via an already-gated trigger.
tsc clean; full frontend suite 501/501 passes.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Insurance pages redirected to the dashboard: the insurance-pricing/claims
routes never listed `secretary`, so RoleRoute bounced a secretary who had
insurances.view and saw the menu item. Added secretary + permission
['insurances','view'] to both routes; also gated my-financial with
['payments','view'] for consistency.
«خرید اشتراک» was owner-only with no permission toggle, so it could not be
granted. Added a `subscription` secretary resource (view/create) end-to-end:
- entity DEFAULT_PERMISSIONS + SecretaryPermissions type + both secretary forms.
- backend: SubscriptionController::my (view) and trial (create),
PaymentController::initiateSubscription (create). resolveEntity in
SubscriptionController was already secretary-aware.
- frontend: subscription + subscription/success routes accept secretary +
permission; settings navs gate «خرید اشتراک» by ['subscription','view'].
Tests: subscription denied-by-default / allowed-when-granted. docs/api
secretary.md updated (resource list, enforcement map, JSON example).
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
A clinic-scoped secretary opening «مدیریت نوبت دهی» hit 404s
(/api/v1/doctor/{clinicUuid}, available-locations, weekly-schedule): the
permission-only secretary filter ignored each item's `roles`, so BOTH
appointment-settings variants (doctor → /admin/appointment-settings,
clinic → /admin/settings/appointment-settings) showed. Clicking the doctor
variant landed on the personal page, which has no doctor uuid for a clinic
secretary and fell back to the clinic uuid — not a doctor → 404.
Make the secretary settings filter scope-aware in both navs
(PurchaseSubscriptionSidebar + menuForRole): a role-variant item is kept only
when its `roles` matches the secretary's context scope (clinic→'clinic',
else 'doctor'). The clinic page already threads clinic_uuid through
ScheduleSection, so once routed correctly the flow works end-to-end.
Test: appointment variant resolves to the clinic route under clinic scope.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Three reported secretary-access bugs.
1) Settings menu structure. Phase B flat-listed staff/discounts/sms/tags/
appointment_settings/clinic_doctors in the secretary's main sidebar. Mirror
the doctor/clinic layout instead: only inventory + services stay in the main
«مدیریت» nav; the rest live under a single «تنظیمات» entry
(→ /admin/account-settings). Made both settings navs permission-aware for
secretaries: SETTINGS_MENU (menuForRole now takes `can`) and
PurchaseSubscriptionSidebar filter by a per-item `perm`/`alwaysOpen` instead
of role only, so a secretary sees exactly their permitted settings pages and
owner-only items (subscription, secretary-management) stay hidden.
2) Clinic secretary appointment timeline. AppointmentsPage treated a
clinic-scoped secretary as a single-doctor profile: the doctor list was
fetched/shown only for isClinic/isAdmin, so no doctor tabs, timeline, or
booking. Now a clinic-scoped secretary is multi-doctor: fetches the doctor
list, shows tabs, auto-selects the first doctor. The list comes from a new
authenticated endpoint GET /api/v1/my/clinic-doctors returning only the
secretary's ASSIGNED doctors — /clinic/doctor-list is on the public (no-JWT)
firewall and cannot scope by user, so it would have leaked unbookable doctors.
3) Patient record delete. The `patients.delete` toggle was dead: every record
delete (note/medical-record/attachment/call/message) was gated as
`patients.update`. Mapped them to `patients.delete` so the toggle is honored
and delete is controllable separately from edit.
New SecretaryAccessChecker::assignedClinicDoctorIds. Tests: doctor-list scoping,
patients.delete separation (denied/allowed). docs/api secretary.md +
appointment.md updated. Backend 286 + frontend 25 pass.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Extends the secretary permission system to five previously owner-only modules,
so a clinic/doctor can delegate each page to a secretary. All were unreachable
by secretaries before (role-based tenant resolution returned "unknown" → 403).
New permission resources (default-deny, three-place add: entity default,
SecretaryPermissions type, both MySecretariesPage + admin SecretariesPage):
staff, discounts, sms, appointment_settings (view/update only), clinic_doctors
(clinic-only — hidden from independent doctors via `clinicOnly` section filter).
Backend enforcement (SecretaryAccessChecker, three new reusable helpers):
- resolveOwnerEntity(): owner pair from active context — used by StaffController,
DiscountController, SmsWalletController (now secretary-aware resolveEntity).
- canForDoctor(): per-doctor-scoped check (assigned doctor + toggle) — wired into
AppointmentSettingsController::denyDoctorAccess.
- canForClinic(): clinic-scoped check — wired into ClinicController::detachDoctor,
ClinicDoctorPermissionController (view/update), ClinicInvitationController
(create/view/update/delete). clinic_doctors is clinic-context only.
Guards run ahead of any subscription gate; non-secretary roles pass unchanged.
Frontend:
- RoleRoute: staff, discounts, sms-wallet, appointment-settings (doctor+clinic
variants), settings/clinic-doctors routes accept secretary + permission gate.
- Sidebar (secretary branch): five new items gated by can(); appointment_settings
route follows active scope; clinic_doctors only in clinic scope.
Tests: SecretaryResourceEnforcementTest — denied-by-default + allowed-when-granted
for all five (18 total). Sidebar.test — B-resource gating + clinic_doctors scope
rule. docs/api/secretary.md resource list, enforcement map, JSON example updated.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Secretaries could reach neither the services module (EntityContextResolver
does not recognise a secretary as clinic owner, so they resolved to
`unknown` → 403) nor had any toggle to grant it. Add `services` as a
first-class secretary permission resource, enforced end-to-end.
Backend
- DoctorSecretary::DEFAULT_PERMISSIONS: new `services` resource (default-deny).
- SecretaryAccessChecker::resolveOwnerEntity(): reusable owner (clinic/doctor)
resolution from the secretary's active context, for controllers whose data
is fetched by [entityType, entityId] and whose generic resolver is not
secretary-aware.
- ClinicServiceController: resolveEntity() is now secretary-aware; every action
(sections, items, tariffs — 13 total) guards with `services` view/create/
update/delete via denyUnlessGranted, ahead of the subscription gate.
Frontend
- SecretaryPermissions type + MySecretariesPage + SecretariesPage: `services`
section so owners can grant it.
- Sidebar (secretary branch): services / inventory / tags menu items gated by
can(resource, 'view').
- RoleRoute: a secretary now needs the page's `permission` to open it (direct
URL entry included); clinic-services, inventory, tags-settings routes accept
secretary + permission gate.
Tests
- SecretaryResourceEnforcementTest: services denied-by-default, allowed-when-
granted, create-denied-while-view-granted.
- Sidebar.test: secretary menu gating for services/inventory/tags.
Docs: secretary.md + clinic-services.md updated with the `services` resource
and the resolveOwnerEntity note.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
- Added SecretaryAccessChecker to manage resource access for secretaries.
- Integrated permission checks for payments, inventory, and tags in relevant controllers.
- Updated PaymentController and PaymentMethodController to enforce secretary permissions.
- Enhanced TenantTagController to check permissions for tag management actions.
- Introduced tests for secretary resource enforcement, ensuring proper access control.
- Updated DoctorSecretary entity to include inventory and tags permissions.
- Created a comprehensive audit document for secretary permissions coverage and enforcement.
- Fixed potential crashes in SecretaryDashboard when rendering without doctor data.
- Introduced management mode for appointment slots, allowing doctors, admins, and clinic managers to view and book slots regardless of the online booking status.
- Updated SlotCalculatorService to accept a management context parameter, bypassing online booking restrictions.
- Modified appointment-related endpoints to handle management context and ensure proper authorization checks.
- Added tests to verify that management users can access slots even when online booking is disabled, while public users are still restricted.
- Improved documentation for API endpoints to reflect new management parameters and behaviors.
- Updated InsuranceModal to include doctorUuid in the payload for insurance contracts.
- Enhanced TenantInsuranceContracts to allow selection of doctors and pass doctorUuid in API requests.
- Modified InsuranceController to handle doctorUuid for tenant insurance endpoints, ensuring contracts are stored per doctor.
- Updated API documentation to reflect the new optional doctor_uuid parameter for tenant insurance endpoints.
- Added tests to verify the functionality of per-doctor insurance contracts and ensure isolation of contracts between doctors.
- Implemented a helper function `displayDoctorName` to prepend "دکتر" to doctor names for consistent display across the application.
- Updated various components (InviteDoctorModal, DashboardPage, DoctorDetailPage, DoctorsPage, etc.) to utilize the new helper for rendering doctor names.
- Modified the DoctorFormPage to automatically add the "دکتر" title in the UI without requiring user input.
- Fixed the EditSpecialtyPicker component to allow multiple specialty selections, resolving a UI bug where only one specialty could be selected at a time.
- Ensured that the backend strips the "دکتر" title from the name during pre-registration and doctor creation processes.
- Added tests for the new functionality, including checks for title handling and specialty selection logic.
- Updated API documentation to reflect changes in name handling and display logic.
- Removed the "دکتر" prefix from doctor names in various components and API responses to ensure consistency and clarity.
- Updated the AppointmentDetailPage, CommentsPage, DashboardPage, RatingsPage, SecretariesPage, and other relevant files to reflect the changes in doctor name formatting.
- Adjusted API documentation to align with the new naming conventions.
- Implemented validation to prevent the creation of clinics without a name and restricted users to a single clinic.
- Added tests to verify that doctor names are stored without titles and that clinic creation adheres to the new validation rules.
- Adjusted the calculation of payable amounts in PaymentStep to align with server logic, ensuring overpayments are handled correctly.
- Enhanced DetailsStep to include consumables in the itemized cost breakdown, ensuring consistency with patient share calculations.
- Updated tests for SessionPaymentPage to validate new behavior regarding overpayments and consumable listings.
- Modified PatientController to register SessionPayment correctly when settling sessions via wallet, preventing double charges.
- Refactored WalletService to remove outdated methods and ensure wallet transactions reflect the correct amounts after discounts.
- Improved accessibility in SearchableSelect component by adding aria labels and ensuring proper role attributes for screen readers.
- Updated styles to ensure minimum touch targets meet WCAG guidelines for mobile usability.
- Implemented a smooth curve rendering for the TauriLineChart using a cubic Bezier path.
- Added a forecasting feature to project trends based on recent data points.
- Updated TauriDashboardView to pass the current month for accurate forecasting.
- Refactored TauriLineChart to handle actual and forecasted data points distinctly.
- Introduced gradient strokes and glow effects to align with ApexCharts styling.
- Enhanced user interaction with hover markers and tooltips for forecasted data.
- Added a new test suite for ClinicDetailPage to ensure proper rendering and functionality.
- 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.