@ampath/esm-dha-workflow-app 4.0.0-claim-workflows.159

package/src/billing/invoice/invoice.tsx

@@ -0,0 +1,1441 @@
+import React, { useEffect, useState } from 'react';
+import {
+  Grid,
+  Column,
+  Tile,
+  DataTable,
+  Table,
+  TableHead,
+  TableRow,
+  TableHeader,
+  TableBody,
+  TableCell,
+  Breadcrumb,
+  BreadcrumbItem,
+  Button,
+  Modal,
+  TextInput,
+  NumberInput,
+  Tag,
+  Stack,
+  Checkbox,
+  OverflowMenu,
+  OverflowMenuItem,
+  SkeletonText,
+  SkeletonPlaceholder,
+} from '@carbon/react';
+import { navigate, showSnackbar } from '@openmrs/esm-framework';
+
+import {
+  Receipt,
+  DocumentAdd,
+  Subtract,
+  Money,
+  View,
+  CheckmarkFilled,
+  WarningAlt,
+  PendingFilled,
+  ResultNew,
+} from '@carbon/react/icons';
+import {
+  fetchBillById,
+  processPayment,
+  fetchPaymentModes,
+  checkClaimStatus,
+  raiseSHAClaim,
+  UpdateBillItemStatus,
+  finalizeBill,
+} from '../api/billing.api';
+import EligibilityTags from '../../registry/eligibility/eliigibility-tags/eligibility-tags';
+
+type LineItemStatus = 'PENDING' | 'PAID' | 'CLAIMED' | 'WAIVED';
+
+
+type LineItem = {
+  id: string;
+  service: string;
+  dept: string;
+  price: number;
+  payerType: 'CASH' | 'SHA';
+  supportsSha: boolean;
+  quantity: number;
+  paidQuantity?: number;
+  waivedAmount?: number;
+  claimedAmount?: number;
+  waiverAllowed: boolean;
+  status: LineItemStatus;
+  paymentReference?: string;
+  selected?: boolean;
+};
+
+type PaymentLog = {
+  id: string;
+  type: 'CASH' | 'WAIVER' | 'SHA';
+  items: LineItem[];
+  totalAmount: number;
+  reference?: string;
+  claimNumber?: string;
+  timestamp: string;
+};
+
+const headers = [
+  { key: 'service', header: 'Bill Item' },
+  { key: 'payerType', header: 'Payer' },
+  { key: 'quantity', header: 'Quantity' },
+  { key: 'price', header: 'Price' },
+  { key: 'balance', header: 'Total' },
+  { key: 'status', header: 'Status' },
+  { key: 'select', header: 'Select' },
+  { key: 'actions', header: 'Actions' },
+];
+
+const INSURANCE_MODES = ['PHC', 'SHIF', 'ECCIF', 'SHA'];
+const CASH_MODES = ['CASH', 'MPESA'];
+
+const formatBillDate = (dateString?: string) => {
+  if (!dateString) return '';
+
+  const date = new Date(dateString);
+  const now = new Date();
+
+  const isToday =
+    date.getFullYear() === now.getFullYear() && date.getMonth() === now.getMonth() && date.getDate() === now.getDate();
+
+  const yesterday = new Date();
+  yesterday.setDate(now.getDate() - 1);
+  const isYesterday =
+    date.getFullYear() === yesterday.getFullYear() &&
+    date.getMonth() === yesterday.getMonth() &&
+    date.getDate() === yesterday.getDate();
+
+  const timeStr = date.toLocaleTimeString(undefined, { hour: 'numeric', minute: 'numeric', hour12: true });
+
+  if (isToday) return `Today, ${timeStr}`;
+  if (isYesterday) return `Yesterday, ${timeStr}`;
+
+  return date.toLocaleString(undefined, {
+    year: 'numeric',
+    month: 'short',
+    day: 'numeric',
+    hour: 'numeric',
+    minute: 'numeric',
+    hour12: true,
+  });
+};
+
+const formatCurrency = (value: number) => `Ksh ${value.toLocaleString()}`;
+
+// Add headers for transaction logs
+const logHeaders = [
+  { key: 'timestamp', header: 'Timestamp' },
+  { key: 'type', header: 'Type' },
+  { key: 'items', header: 'Items' },
+  { key: 'totalAmount', header: 'Amount' },
+  { key: 'reference', header: 'Reference / Claim #' },
+];
+
+const navigateToBillingPage = () => {
+  navigate({ to: `${window.spaBase}/home/billing`, templateParams: {} });
+};
+
+const getBillIdFromUrl = () => {
+  const parts = window.location.pathname.split('/');
+  return parts[parts.length - 1];
+};
+
+const BillDetails: React.FC = () => {
+  const [bill, setBill] = useState<any>(null);
+  const [items, setItems] = useState<LineItem[]>([]);
+  const [loading, setLoading] = useState(true);
+
+  const billId = getBillIdFromUrl();
+
+  useEffect(() => {
+    async function loadBill() {
+      try {
+        const data = await fetchBillById(billId);
+
+        setBill(data);
+
+        const mappedItems: LineItem[] =
+          data?.lineItems?.map((li: any) => ({
+            id: li.uuid,
+            service: li.billableService || 'Service',
+            payerType: (li.priceName && li.priceName.toUpperCase()) || 'CASH',
+            supportsSha: li.supportsSha || false,
+            waiverAllowed: li.waiverAllowed || false,
+            quantity: li.quantity || 1,
+            price: li.price || 0,
+            status: (li.paymentStatus?.toUpperCase() as LineItemStatus) || 'PENDING',
+          })) || [];
+
+        setItems(mappedItems);
+      } catch (error) {
+        console.error('Failed to fetch bill', error);
+      } finally {
+        setLoading(false);
+      }
+    }
+
+    loadBill();
+  }, [billId, setItems]);
+
+  const billNumber = bill?.receiptNumber || bill?.id || '';
+  const cashPoint = bill?.cashPoint?.name || '';
+  const billState = bill?.status || '';
+  const patientName = bill?.patient?.display || '';
+
+  const [logs, setLogs] = useState<PaymentLog[]>([]);
+  const [modalType, setModalType] = useState<
+    'CASH' | 'WAIVER' | 'SHA' | 'CHECK_SHA' | 'EDIT_QUANTITY' | 'CONFIRM_DELETE' | null
+  >(null);
+  const [reference, setReference] = useState('');
+  const [waiverType, setWaiverType] = useState<'PERCENT' | 'AMOUNT'>('AMOUNT');
+
+  const [waiverPercent, setWaiverPercent] = useState('');
+  const [waiverAmount, setWaiverAmount] = useState('');
+  const [editItem, setEditItem] = useState<LineItem | null>(null);
+  const [editQuantity, setEditQuantity] = useState<number>(1);
+
+  const [claimResponse, setClaimResponse] = useState<any | null>(null);
+  const [checkingClaim, setCheckingClaim] = useState(false);
+
+  const percent = Number(waiverPercent || 0);
+  const amount = Number(waiverAmount || 0);
+
+  useEffect(() => {
+    setWaiverPercent('');
+    setWaiverAmount('');
+  }, [waiverType]);
+
+  const getBalance = (i: LineItem) =>
+    i.price * i.quantity - (i.paidQuantity || 0) * i.price - (i.waivedAmount || 0) - (i.claimedAmount || 0);
+
+  const toggleSelect = (id: string) =>
+    setItems((prev) => prev.map((i) => (i.id === id ? { ...i, selected: !i.selected } : i)));
+  const deleteItem = (id: string) => setItems((prev) => prev.filter((i) => i.id !== id));
+
+  const addLog = (type: 'CASH' | 'WAIVER' | 'SHA', affectedItems: LineItem[], totalAmount: number) => {
+    setLogs((prev) => [
+      ...prev,
+      {
+        id: `${type}-${prev.length + 1}`,
+        type,
+        items: affectedItems,
+        totalAmount,
+        reference: type === 'CASH' ? reference : undefined,
+        timestamp: new Date().toLocaleString(),
+      },
+    ]);
+  };
+
+  // SHA flags
+  const shaOnlyBill = items.length > 0 && items.every((i) => (i.payerType || '').toUpperCase() === 'SHA');
+
+  const pendingShaItems = items.filter(
+    (i) => i.status === 'PENDING' && INSURANCE_MODES.includes(i.payerType.toUpperCase()),
+  );
+
+  const hasPendingSha = pendingShaItems.length > 0;
+
+  const isSha = (i: LineItem) => INSURANCE_MODES.includes((i.payerType ?? '').toUpperCase());
+  const status = (i: LineItem) => (i.status ?? '').toUpperCase();
+
+  const claimedShaItems = items.filter((i) => isSha(i) && ['CLAIMED', 'PAID'].includes(status(i)));
+
+  const hasClaimedSha = claimedShaItems.length > 0;
+
+  // All Cash items fully paid
+  const allCashSettled = items
+  .filter((i) =>
+    CASH_MODES.includes((i.payerType ?? '').toUpperCase())
+  )
+  .every((i) => (i.status ?? '').toUpperCase() === 'PAID');
+
+  const selectedCashItems = items.filter(
+    (i) =>
+      i.selected &&
+      CASH_MODES.includes((i.payerType ?? '').toUpperCase()) &&
+      i.status === 'PENDING'
+  );
+
+  // const totalBalance = items.reduce((acc, i) => acc + getBalance(i), 0);
+  const totalPaid = items.reduce((acc, i) => {
+    const payer = (i.payerType ?? '').toString().trim().toUpperCase();
+    const status = (i.status ?? '').toString().trim().toUpperCase();
+    const qty = Number(i.quantity ?? 0);
+    const price = Number(i.price ?? 0);
+
+    if (CASH_MODES.includes(payer) && status === 'PAID') {
+      return acc + qty * price;
+    }
+
+    return acc;
+  }, 0);
+
+  const billTotal = items.reduce((acc, i) => acc + i.price * i.quantity, 0);
+  const totalWaived = items.reduce((acc, i) => acc + (i.waivedAmount || 0), 0);
+
+  const totalClaimed = items.reduce((acc, i) => {
+    const payer = (i.payerType ?? '').toUpperCase();
+    const status = (i.status ?? '').toUpperCase();
+
+    if (INSURANCE_MODES.includes(payer) && (status === 'CLAIMED' || status === 'PAID')) {
+      return acc + (i.claimedAmount ?? i.price * i.quantity);
+    }
+
+    return acc;
+  }, 0);
+
+  const schemes = [...new Set(pendingShaItems.map((i) => i.payerType))].join(', ');
+
+  const showAlert = (type: string, title: string, subTitle: string) => {
+    showSnackbar({
+      kind: type,
+      title: title,
+      subtitle: subTitle,
+    });
+  };
+
+  // Balance per item: remaining amount to be settled
+  const totalBalance = billTotal - (totalPaid + totalClaimed + totalWaived);
+
+  // Auto-select SHA items
+  useEffect(() => {
+    setItems((prev) => {
+      if (prev.length === 0) return prev;
+
+      return prev.map((i) => {
+        if (shaOnlyBill) return { ...i, selected: true };
+
+        if (i.status === 'PENDING' && i.payerType.toUpperCase() === 'SHA') {
+          return { ...i, selected: true };
+        }
+
+        return i;
+      });
+    });
+  }, [shaOnlyBill]);
+
+  const crId =
+    bill?.patient?.identifiers?.find((id: any) => id.identifierType?.display?.toLowerCase().includes('cr'))
+      ?.identifier || '';
+
+  const locationUuid = bill?.cashPoint?.location?.uuid || '';
+
+  // ----- Render Raise SHA Claim Button -----
+  const showShaClaimButton = () => {
+    // Show Raise Claim if pending SHA exists
+    if (hasPendingSha && (shaOnlyBill || allCashSettled)) {
+      return 'RAISE';
+    }
+
+    // Show Check Status if all SHA items are already claimed/paid
+    if (!hasPendingSha && hasClaimedSha) {
+      return 'STATUS';
+    }
+
+    return null;
+  };
+
+  const statusTag = (status: LineItemStatus) => {
+    switch (status) {
+      case 'PAID':
+        return <Tag type="green">Paid (Cash)</Tag>;
+      case 'CLAIMED':
+        return <Tag type="blue">Claimed</Tag>;
+      case 'WAIVED':
+        return <Tag type="purple">Waived</Tag>;
+      default:
+        return <Tag type="red">Pending</Tag>;
+    }
+  };
+
+  // Prepare transaction rows
+  const transactionRows = logs.map((l) => ({
+    id: l.id,
+    timestamp: l.timestamp,
+    type: l.type,
+    items: l.items.map((i) => i.service).join(', '),
+    totalAmount: l.totalAmount,
+    reference: l.reference ?? l.claimNumber ?? '-',
+  }));
+
+  const billStatus = () => {
+    if (totalBalance === 0) return 'Fully Settled';
+    if (totalBalance < billTotal) return 'Partially Settled';
+    return 'Unpaid';
+  };
+
+  const processCashPayment = async () => {
+    if (!reference.trim()) return showAlert('error', 'Cash Payment', 'Payment reference required');
+
+    if (selectedCashItems.length === 0) showAlert('error', 'Cash Payment', 'No items selected');
+
+    try {
+      setCashLoading(true);
+      // 1️⃣ Fetch payment modes and find Cash UUID
+      const paymentModesResponse = await fetchPaymentModes();
+
+      // Find the UUID for Cash
+
+      // const cashMode = paymentModesResponse.results.find((mode) => mode.name.toLowerCase() === 'cash');
+      // if (!cashMode) {
+      //   setCashLoading(false);
+      //   showAlert('error', 'Cash Payment', 'Cash payment mode not found');
+      //   return;
+      // }
+      // const cashUuid = cashMode.uuid;
+
+      const selectedPaymentType = selectedCashItems[0]?.payerType?.toUpperCase();
+
+      const paymentMode = paymentModesResponse.results.find(
+        (mode) =>
+          (mode.name ?? '').toUpperCase() === selectedPaymentType,
+      );
+
+      if (!paymentMode) {
+        setCashLoading(false);
+
+        showAlert(
+          'error',
+          selectedPaymentType || 'Payment',
+          `${selectedPaymentType || 'Selected'} payment mode not found`,
+        );
+
+        return;
+      }
+
+      const paymentUuid = paymentMode.uuid;
+
+      const selectedPaymentName =
+        selectedCashItems.length > 0
+          ? selectedCashItems[0]?.payerType || 'Payment'
+          : 'Payment';
+
+      // 2️⃣ Prepare payload for line item payments
+      const payload = {
+        instanceType: paymentUuid,
+        amount: selectedCashItems.reduce((acc, i) => acc + getBalance(i), 0),
+        amountTendered: selectedCashItems.reduce((acc, i) => acc + getBalance(i), 0),
+      };
+
+      // 3️⃣ Call payment endpoint
+      const response = await processPayment(billId, payload);
+      if (!response.ok) {
+        setCashLoading(false);
+        showAlert('error', 'Cash Payment', 'Payment processing failed');
+        return;
+      }
+
+      const statusPayload = {
+        billUuid: billId,
+        cashModeUuid: paymentUuid,
+        billItemsUuid: selectedCashItems.map((item) => item.id),
+      };
+
+      const statusResponse = await UpdateBillItemStatus(statusPayload);
+      if (!statusResponse?.success) {
+        setCashLoading(false);
+        showAlert('error', 'Cash Payment', statusResponse?.message ?? 'Status update failed');
+        return;
+      }
+
+      showAlert('success', 'Cash Payment', 'Payment processed successfully');
+
+      // 4️⃣ Re-fetch bill and update local state instead of manual update
+      const refreshedBill = await fetchBillById(billId);
+
+      setBill(refreshedBill);
+
+      const mappedItems: LineItem[] =
+        refreshedBill?.lineItems?.map((li: any) => ({
+          id: li.uuid,
+          service: li.billableService || 'Service',
+          payerType: (li.priceName && li.priceName.toUpperCase()) || 'CASH',
+          supportsSha: li.supportsSha || false,
+          waiverAllowed: li.waiverAllowed || false,
+          quantity: li.quantity || 1,
+          price: li.price || 0,
+          status: (li.paymentStatus && li.paymentStatus.toUpperCase()) || 'CASH',
+        })) || [];
+
+      setItems(mappedItems);
+
+      addLog('CASH', selectedCashItems, payload.amountTendered);
+
+      setReference('');
+      setModalType(null);
+      setCashLoading(false);
+    } catch (error) {
+      console.error('Payment failed', error);
+      setCashLoading(false);
+      showAlert('error', 'Cash Payment', 'Payment failed. Please try again.');
+    }
+  };
+
+  const paymentName =
+  selectedCashItems.length > 0
+    ? selectedCashItems[0].payerType
+    : 'Payment';
+
+  const handleCheckSHAClaim = async () => {
+    if (!billId) return showSnackbar({ kind: 'error', title: 'SHA Claim Status', subtitle: 'Bill ID is required' });
+
+    setCheckingClaim(true);
+
+    const res = await checkClaimStatus(billId);
+
+    if (!res.success) {
+      setCheckingClaim(false);
+      return showSnackbar({
+        kind: 'error',
+        title: 'SHA Claim Status',
+        subtitle: res.message,
+      });
+    }
+
+    setClaimResponse(res.data);
+    setModalType('CHECK_SHA');
+    setCheckingClaim(false);
+  };
+
+  const applyWaiver = async () => {
+    return showAlert(
+      'error',
+      'Waiver Application',
+      'Waiver functionality is currently unavailable. Please contact support.',
+    );
+
+    setWaiverLoading(true);
+
+    const appliedAmount = waiverType === 'PERCENT' ? Math.round((totalBalance * percent) / 100) : waiverAmount;
+    if (amount <= 0) return;
+    showAlert('error', 'Waiver Application', 'Waiver amount must be greater than zero');
+
+    // 1️⃣ Fetch payment modes and find Cash UUID
+    const waiverModesResponse = await fetchPaymentModes();
+
+    // Find the UUID for Cash
+    const waiverMode = waiverModesResponse.results.find((mode) => mode.name.toLowerCase() === 'waiver');
+    if (!waiverMode) showAlert('error', 'Waiver Application', 'Waiver payment mode not found. Please contact support.');
+
+    const waiverUuid = waiverMode.uuid;
+
+    // 2️⃣ Prepare payload for line item payments
+    const payload = {
+      instanceType: waiverUuid,
+      amount: appliedAmount,
+      amountTendered: appliedAmount,
+    };
+
+    // 3️⃣ Call payment endpoint
+    const response = await processPayment(billId, payload);
+    if (!response.ok)
+      showAlert('error', 'Waiver Application', 'Failed to apply waiver. Please try again or contact support.');
+
+    showAlert('success', 'Waiver Application', 'Waiver applied successfully');
+
+    // 4️⃣ Re-fetch bill and update local state instead of manual update
+    const refreshedBill = await fetchBillById(billId);
+
+    setBill(refreshedBill);
+
+    const mappedItems: LineItem[] =
+      refreshedBill?.lineItems?.map((li: any) => ({
+        id: li.uuid,
+        service: li.billableService || 'Service',
+        payerType: (li.priceName && li.priceName.toUpperCase()) || 'CASH',
+        supportsSha: li.supportsSha || false,
+        waiverAllowed: li.waiverAllowed || false,
+        quantity: li.quantity || 1,
+        price: li.price || 0,
+        status: (li.paymentStatus && li.paymentStatus.toUpperCase()) || 'CASH',
+      })) || [];
+
+    setItems(mappedItems);
+
+    addLog(
+      'WAIVER',
+      items.filter((i) => i.waiverAllowed),
+      amount,
+    );
+    setWaiverAmount('');
+    setWaiverPercent('');
+    setModalType(null);
+    setWaiverLoading(false);
+  };
+
+  const shaButtonState = showShaClaimButton();
+
+  const applySHAClaim = async () => {
+    try {
+      setShaLoading(true);
+
+      const paymentModesResponse = await fetchPaymentModes();
+
+      const shaMode = paymentModesResponse.results.find((mode) =>
+        INSURANCE_MODES.includes(mode.name.toUpperCase()),
+      );
+
+      if (!shaMode) {
+        showAlert('error', 'SHA Claim', 'SHA payment mode not found. Please contact support.');
+        setShaLoading(false);
+        return;
+      }
+
+      // 1️⃣ Check if claim already exists
+      const claimStatus = await checkClaimStatus(billId);
+      let claimExists = false;
+
+      if (claimStatus.success && claimStatus.data) {
+        claimExists = true;
+      }
+
+      // 2️⃣ Raise claim if not existing
+      if (!claimExists) {
+        const claimResponse = await raiseSHAClaim(billId);
+
+        if (!claimResponse.success) {
+          showAlert('error', 'SHA Claim', claimResponse.message || 'Failed to raise SHA claim.');
+          setShaLoading(false);
+          return;
+        }
+      }
+
+      // 3️⃣ Process SHA payment
+      const totalAmount = pendingShaItems.reduce((acc, i) => acc + getBalance(i), 0);
+
+      const payload = {
+        instanceType: shaMode.uuid,
+        amount: totalAmount,
+        amountTendered: totalAmount,
+      };
+
+      const paymentResponse = await processPayment(billId, payload);
+
+      if (!paymentResponse.ok) {
+        showAlert('error', 'SHA Claim', 'Payment failed after claim creation.');
+        setShaLoading(false);
+        return;
+      }
+
+      // 4️⃣ Refresh bill
+      const refreshedBill = await fetchBillById(billId);
+      setBill(refreshedBill);
+
+      const mappedItems: LineItem[] =
+        refreshedBill?.lineItems?.map((li: any) => ({
+          id: li.uuid,
+          service: li.billableService || 'Service',
+          payerType: (li.priceName && li.priceName.toUpperCase()) || 'CASH',
+          supportsSha: li.supportsSha || false,
+          waiverAllowed: li.waiverAllowed || false,
+          quantity: li.quantity || 1,
+          price: li.price || 0,
+          status: (li.paymentStatus?.toUpperCase() as LineItemStatus) || 'PENDING',
+        })) || [];
+
+      setItems(mappedItems);
+
+      // 5️⃣ Add transaction log
+      addLog('SHA', pendingShaItems, totalAmount);
+
+      showAlert('success', 'SHA Claim', 'SHA claim processed successfully');
+
+      setModalType(null);
+    } catch (error) {
+      console.error('SHA claim flow failed', error);
+      showAlert('error', 'SHA Claim', 'Unexpected error while processing SHA claim.');
+    } finally {
+      setShaLoading(false);
+    }
+  };
+
+  const openEditQuantity = (item: LineItem) => {
+    setEditItem(item);
+    setEditQuantity(item.quantity);
+    setModalType('EDIT_QUANTITY');
+  };
+  const saveEditQuantity = () => {
+    if (!editItem) return;
+    if (editQuantity < 1) return alert('Quantity must be at least 1');
+    setItems((prev) => prev.map((i) => (i.id === editItem.id ? { ...i, quantity: editQuantity } : i)));
+    setModalType(null);
+  };
+
+  const statusText = `${billState}${billStatus() ? ` (${billStatus()})` : ''}`;
+
+  const [cashLoading, setCashLoading] = useState(false);
+  const [waiverLoading, setWaiverLoading] = useState(false);
+  const [shaLoading, setShaLoading] = useState(false);
+
+  const handlePrintInvoice = () => {
+    // For partially paid / unpaid bills
+    const billUrl = `/billing/print-invoice/${billId}`;
+    window.open(billUrl, '_blank');
+  };
+
+  const handlePrintReceipt = () => {
+    // For fully paid bills
+    const receiptUrl = `/billing/print-receipt/${billId}`;
+    window.open(receiptUrl, '_blank');
+  };
+
+  const finalizePatientBill = () => {
+    const confirmed = window.confirm('Finalize bill? This action cannot be undone.');
+    if (confirmed) {
+      setLoading(true);
+      finalizeBill(billId)
+        .then(() => {
+          showAlert('success', 'Finalize Bill', 'Bill finalized successfully');
+          // Refresh bill details
+          return fetchBillById(billId);
+        })
+        .then((refreshedBill) => {
+          setBill(refreshedBill);
+          const mappedItems: LineItem[] =
+            refreshedBill?.lineItems?.map((li: any) => ({
+              id: li.uuid,
+              service: li.billableService || 'Service',
+              payerType: (li.priceName && li.priceName.toUpperCase()) || 'CASH',
+              supportsSha: li.supportsSha || false,
+              waiverAllowed: li.waiverAllowed || false,
+              quantity: li.quantity || 1,
+              price: li.price || 0,
+              status: (li.paymentStatus?.toUpperCase() as LineItemStatus) || 'PENDING',
+            })) || [];
+          setItems(mappedItems);
+        })
+        .catch((error) => {
+          console.error('Failed to finalize bill', error);
+          showAlert('error', 'Finalize Bill', 'Failed to finalize bill. Please try again.');
+        })
+        .finally(() => setLoading(false));
+    }
+  };
+
+  const getClaimTagType = (status?: string) => {
+    const s = status?.toLowerCase() || '';
+
+    if (s.includes('approved') || s.includes('paid')) return 'green';
+    if (s.includes('pending')) return 'warm-gray';
+    if (s.includes('rejected') || s.includes('failed')) return 'red';
+
+    return 'cool-gray';
+  };
+
+  const handleRaiseShaConfirm = () => {
+    const confirmed = window.confirm(
+      'Raise SHA claim for this bill?\n\nConfirm that all cash items are settled if any and that there are no additional items to add to the claim.',
+    );
+
+    if (confirmed) {
+      setModalType('SHA');
+    }
+  };
+
+  return (
+    <Grid fullWidth style={{ padding: '0' }}>
+      {/* Breadcrumb & Bill Info */}
+      <Column lg={16} style={{ marginTop: '1rem' }}>
+        <Breadcrumb style={{ marginBottom: '1rem' }}>
+          <BreadcrumbItem onClick={navigateToBillingPage}>Billing Dashboard</BreadcrumbItem>
+          <BreadcrumbItem isCurrentPage>{loading ? <SkeletonText width="120px" /> : billNumber}</BreadcrumbItem>
+        </Breadcrumb>
+
+        <Tile style={{ paddingTop: '1rem' }}>
+          {/* Patient Name on Top */}
+          {loading ? (
+            <SkeletonText width="200px" />
+          ) : (
+            <>
+              <h5 style={{ marginBottom: '0.5rem' }}>{patientName}</h5>
+
+              {crId && locationUuid && <EligibilityTags crId={crId} locationUuid={locationUuid} />}
+            </>
+          )}
+
+          {/* Row with three columns */}
+          <Grid fullWidth>
+            <Column sm={4} md={4} lg={4}>
+              <p>
+                <strong>Bill No:</strong> {loading ? <SkeletonText width="100px" /> : billNumber}
+              </p>
+            </Column>
+            <Column sm={4} md={4} lg={4}>
+              <p>
+                <strong>Cash Point:</strong> {loading ? <SkeletonText width="120px" /> : cashPoint}
+              </p>
+            </Column>
+            <Column sm={4} md={4} lg={4}>
+              <p>
+                <strong>Bill Date:</strong>{' '}
+                {loading ? <SkeletonText width="150px" /> : formatBillDate(bill?.dateCreated)}
+              </p>
+            </Column>
+          </Grid>
+        </Tile>
+      </Column>
+
+      {/* ===== Bordered Main Section ===== */}
+      <Column lg={16}>
+        <div
+          style={{
+            borderTop: '1px solid #e0e0e0',
+            paddingTop: '1rem',
+            marginTop: '1rem',
+            background: '#fff',
+          }}
+        >
+          <Grid fullWidth>
+            {/* Left Section */}
+            <Column lg={12}>
+              <Tile>
+                {!allCashSettled && (
+                  <Tile
+                    style={{
+                      background: '#fff5f5',
+                      border: '1px solid #f5c2c2',
+                      borderRadius: '8px',
+                      padding: '1rem',
+                      marginBottom: '1rem',
+                      width: '100%',
+                    }}
+                  >
+                    <p
+                      style={{
+                        color: '#da1e28',
+                        margin: 0,
+                        fontSize: '0.9rem',
+                        lineHeight: 1.5,
+                      }}
+                    >
+                      Please select cash/M-Pesa item(s) to continue. SHA claims (if any) will be available after all cash
+                      payments are completed.
+                    </p>
+                  </Tile>
+                )}
+
+                <div
+                  style={{
+                    display: 'flex',
+                    justifyContent: 'space-between',
+                    alignItems: 'center',
+                    marginBottom: '1rem',
+                  }}
+                >
+                  <h4>
+                    <u>Bill Items</u>
+                  </h4>
+                  <Stack orientation="horizontal" gap={2}>
+                    {selectedCashItems.length > 0 && (
+                      <Button disabled={loading} renderIcon={Money} size="sm" onClick={() => setModalType('CASH')}>
+                        Pay Selected {paymentName} Items
+                      </Button>
+                    )}
+
+                    {shaButtonState === 'RAISE' && (
+                      <Button
+                        disabled={loading || checkingClaim}
+                        size="sm"
+                        kind="secondary"
+                        renderIcon={DocumentAdd}
+                        onClick={handleRaiseShaConfirm}
+                      >
+                        Raise SHA Claim
+                      </Button>
+                    )}
+
+                    {shaButtonState === 'STATUS' && (
+                      <Button
+                        disabled={loading || checkingClaim}
+                        size="sm"
+                        kind="tertiary"
+                        renderIcon={View}
+                        onClick={handleCheckSHAClaim}
+                      >
+                        {checkingClaim ? 'Checking Status...' : 'Check SHA Claim Status'}
+                      </Button>
+                    )}
+
+                    {totalBalance > 0 && (
+                      <Button
+                        disabled={loading}
+                        renderIcon={Subtract}
+                        size="sm"
+                        kind="tertiary"
+                        onClick={() => setModalType('WAIVER')}
+                      >
+                        Apply Waiver
+                      </Button>
+                    )}
+
+                    {totalBalance === 0 && billState === 'PENDING' && (
+                      <Button size="sm" kind="primary" renderIcon={ResultNew} onClick={finalizePatientBill}>
+                        Finalize Bill
+                      </Button>
+                    )}
+
+                    {totalBalance === 0 && billState === 'PAID' && (
+                      <Button disabled size="sm" kind="tertiary" renderIcon={Receipt} onClick={handlePrintReceipt}>
+                        Print Receipt
+                      </Button>
+                    )}
+                  </Stack>
+                </div>
+
+                {/* Bill Items Table */}
+                {loading ? (
+                  <SkeletonPlaceholder style={{ height: '300px', width: '100%' }} />
+                ) : (
+                  <DataTable rows={items} headers={headers}>
+                    {({ rows, headers, getHeaderProps, getRowProps }) => (
+                      <Table>
+                        <TableHead>
+                          <TableRow>
+                            {headers.map((h) => (
+                              <TableHeader key={h.key} {...getHeaderProps({ header: h })}>
+                                {h.header}
+                              </TableHeader>
+                            ))}
+                          </TableRow>
+                        </TableHead>
+
+                        <TableBody>
+                          {rows.map((row) => {
+                            const i = items.find((it) => it.id === row.id)!;
+
+                            return (
+                              <TableRow key={i.id} {...getRowProps({ row })}>
+                                <TableCell>{i.service}</TableCell>
+                                <TableCell>{i.payerType}</TableCell>
+                                <TableCell>{i.quantity}</TableCell>
+                                <TableCell>Ksh {i.price}</TableCell>
+                                <TableCell>Ksh {getBalance(i)}</TableCell>
+                                <TableCell>
+                                  {i.payerType.toUpperCase() === 'SHA' && i.status.toUpperCase() === 'PAID'
+                                    ? statusTag('CLAIMED')
+                                    : statusTag(i.status)}
+                                </TableCell>
+
+                                <TableCell>
+                                  <Checkbox
+                                    id={`select-${i.id}`}
+                                    labelText=""
+                                    checked={shaOnlyBill ? true : !!i.selected}
+                                    disabled={
+                                      i.status !== 'PENDING' ||
+                                      shaOnlyBill ||
+                                      !CASH_MODES.includes((i.payerType ?? '').toUpperCase())
+                                    }
+                                    onChange={() => toggleSelect(i.id)}
+                                  />
+                                </TableCell>
+
+                                <TableCell>
+                                  <OverflowMenu ariaLabel="Actions" size="sm" disabled={i.status !== 'PENDING'}>
+                                    <OverflowMenuItem itemText="Edit Quantity" onClick={() => openEditQuantity(i)} />
+                                    <OverflowMenuItem
+                                      itemText="Delete Item"
+                                      onClick={() => {
+                                        setEditItem(i);
+                                        setModalType('CONFIRM_DELETE');
+                                      }}
+                                    />
+                                  </OverflowMenu>
+                                </TableCell>
+                              </TableRow>
+                            );
+                          })}
+                        </TableBody>
+                      </Table>
+                    )}
+                  </DataTable>
+                )}
+              </Tile>
+
+              {bill?.payments?.length > 0 && (
+                <Tile style={{ marginTop: '1rem' }}>
+                  <h4 style={{ marginBottom: '1rem' }}>
+                    <u>Payment Details</u>
+                  </h4>
+
+                  <DataTable
+                    rows={bill.payments.map((p: any) => ({
+                      id: p.uuid,
+                      type: p.instanceType?.name || '-',
+                      amount: formatCurrency(p.amount),
+                      amountTendered: p.amountTendered ? formatCurrency(p.amountTendered) : '-',
+                      dateCreated: formatBillDate(p.dateCreated),
+                    }))}
+                    headers={[
+                      { key: 'type', header: 'Payment Type' },
+                      { key: 'amount', header: 'Amount' },
+                      { key: 'amountTendered', header: 'Amount Tendered' },
+                      { key: 'dateCreated', header: 'Date / Time' },
+                    ]}
+                  >
+                    {({ rows, headers, getHeaderProps, getRowProps }) => (
+                      <Table>
+                        <TableHead>
+                          <TableRow>
+                            {headers.map((h) => (
+                              <TableHeader key={h.key} {...getHeaderProps({ header: h })}>
+                                {h.header}
+                              </TableHeader>
+                            ))}
+                          </TableRow>
+                        </TableHead>
+
+                        <TableBody>
+                          {rows.map((row) => (
+                            <TableRow key={row.id} {...getRowProps({ row })}>
+                              {row.cells.map((cell) => (
+                                <TableCell key={cell.id}>{cell.value || '-'}</TableCell>
+                              ))}
+                            </TableRow>
+                          ))}
+                        </TableBody>
+                      </Table>
+                    )}
+                  </DataTable>
+                </Tile>
+              )}
+            </Column>
+
+            {/* Right Summary */}
+            <Column lg={4}>
+              <Tile style={{ padding: '1.5rem' }}>
+                <h4 style={{ marginBottom: '1rem' }}>
+                  <u>Bill Summary</u>
+                </h4>
+
+                <Stack gap={3}>
+                  {/* Status */}
+                  {loading ? (
+                    <SkeletonText width="100%" />
+                  ) : (
+                    <Tag type={totalBalance === 0 ? 'green' : totalBalance < billTotal ? 'teal' : 'red'}>
+                      {totalBalance === 0 && <CheckmarkFilled size={12} style={{ marginRight: 4 }} />}
+                      {totalBalance > 0 && totalBalance < billTotal && (
+                        <WarningAlt size={12} style={{ marginRight: 4 }} />
+                      )}
+                      {totalBalance === billTotal && <PendingFilled size={12} style={{ marginRight: 4 }} />}
+                      {statusText}
+                    </Tag>
+                  )}
+
+                  {/* Divider */}
+                  <hr style={{ border: 'none', borderTop: '1px solid #e0e0e0' }} />
+
+                  {/* Total */}
+                  <div style={{ display: 'flex', justifyContent: 'space-between' }}>
+                    <span style={{ fontWeight: 'bold' }}>Total</span>
+                    <strong>
+                      {loading ? (
+                        <SkeletonText width="100px" />
+                      ) : (
+                        `Ksh ${Number(billTotal).toLocaleString(undefined, {
+                          minimumFractionDigits: 2,
+                          maximumFractionDigits: 2,
+                        })}`
+                      )}
+                    </strong>
+                  </div>
+
+                  {/* Paid */}
+                  <div style={{ display: 'flex', justifyContent: 'space-between' }}>
+                    <span style={{ color: '#24a148', fontWeight: 'bold' }}>Paid</span>
+                    <strong style={{ color: '#24a148' }}>
+                      {loading ? (
+                        <SkeletonText width="100px" />
+                      ) : (
+                        `Ksh ${Number(totalPaid).toLocaleString(undefined, {
+                          minimumFractionDigits: 2,
+                          maximumFractionDigits: 2,
+                        })}`
+                      )}
+                    </strong>
+                  </div>
+
+                  {/* Claimed */}
+                  <div style={{ display: 'flex', justifyContent: 'space-between' }}>
+                    <span style={{ color: '#0f62fe', fontWeight: 'bold' }}>Claimed</span>
+                    <strong style={{ color: '#0f62fe' }}>
+                      {loading ? (
+                        <SkeletonText width="100px" />
+                      ) : (
+                        `Ksh ${Number(totalClaimed).toLocaleString(undefined, {
+                          minimumFractionDigits: 2,
+                          maximumFractionDigits: 2,
+                        })}`
+                      )}
+                    </strong>
+                  </div>
+
+                  {/* Waived */}
+                  <div style={{ display: 'flex', justifyContent: 'space-between' }}>
+                    <span style={{ color: '#8a3ffc', fontWeight: 'bold' }}>Waived</span>
+                    <strong style={{ color: '#8a3ffc' }}>
+                      {loading ? (
+                        <SkeletonText width="100px" />
+                      ) : (
+                        `Ksh ${Number(totalWaived).toLocaleString(undefined, {
+                          minimumFractionDigits: 2,
+                          maximumFractionDigits: 2,
+                        })}`
+                      )}
+                    </strong>
+                  </div>
+
+                  {/* Divider */}
+                  <hr style={{ border: 'none', borderTop: '1px solid #e0e0e0' }} />
+
+                  {/* Balance */}
+                  <div style={{ display: 'flex', justifyContent: 'space-between' }}>
+                    <span style={{ fontWeight: 'bold' }}>Balance</span>
+                    <strong
+                      style={{
+                        color: totalBalance > 0 ? '#da1e28' : '#24a148',
+                        fontSize: '1.1rem',
+                      }}
+                    >
+                      {loading ? (
+                        <SkeletonText width="100px" />
+                      ) : (
+                        `Ksh ${Number(totalBalance).toLocaleString(undefined, {
+                          minimumFractionDigits: 2,
+                          maximumFractionDigits: 2,
+                        })}`
+                      )}
+                    </strong>
+                  </div>
+                </Stack>
+              </Tile>
+            </Column>
+          </Grid>
+        </div>
+      </Column>
+
+      {/* ================= MODALS ================= */}
+      {/* Cash Payment */}
+      <Modal
+        open={modalType === 'CASH'}
+        modalHeading={`Confirm Payment for ${paymentName} Items`}
+        primaryButtonText={cashLoading ? 'Processing...' : 'Submit'}
+        secondaryButtonText="Cancel"
+        primaryButtonDisabled={cashLoading}
+        onRequestClose={() => setModalType(null)}
+        onRequestSubmit={processCashPayment}
+      >
+        <div style={{ marginBottom: '1rem' }}>
+          <TextInput
+            id="cash-payment-ref"
+            labelText="Payment Reference"
+            value={reference}
+            onChange={(e) => setReference(e.target.value)}
+          />
+        </div>
+
+        <ul>
+          {selectedCashItems.map((i) => (
+            <li key={i.id} style={{ marginBottom: '0.5rem' }}>
+              {i.service} - Ksh {getBalance(i)}
+            </li>
+          ))}
+        </ul>
+
+        <p style={{ marginTop: '1rem' }}>
+          <strong>Total: Ksh {selectedCashItems.reduce((acc, i) => acc + getBalance(i), 0)}</strong>
+        </p>
+      </Modal>
+
+      {/* Waiver */}
+      <Modal
+        open={modalType === 'WAIVER'}
+        modalHeading="Apply Waiver"
+        primaryButtonText={waiverLoading ? 'Applying...' : 'Submit'}
+        secondaryButtonText="Cancel"
+        primaryButtonDisabled={
+          waiverLoading ||
+          (waiverType === 'PERCENT'
+            ? waiverPercent === '' || Number(waiverPercent) < 1 || Number(waiverPercent) > 100
+            : waiverAmount === '' || Number(waiverAmount) < 1)
+        }
+        onRequestClose={() => setModalType(null)}
+        onRequestSubmit={applyWaiver}
+      >
+        <div style={{ marginBottom: '1rem' }}>
+          <label htmlFor="waiver-type-amount">
+            <input
+              type="radio"
+              id="waiver-type-amount"
+              name="waiver-type"
+              value="AMOUNT"
+              checked={waiverType === 'AMOUNT'}
+              onChange={() => setWaiverType('AMOUNT')}
+            />{' '}
+            Amount
+          </label>
+
+          <label htmlFor="waiver-type-percent" style={{ marginLeft: '1rem' }}>
+            <input
+              type="radio"
+              id="waiver-type-percent"
+              name="waiver-type"
+              value="PERCENT"
+              checked={waiverType === 'PERCENT'}
+              onChange={() => setWaiverType('PERCENT')}
+            />{' '}
+            Percentage
+          </label>
+        </div>
+
+        {waiverType === 'PERCENT' ? (
+          <NumberInput
+            id="waiver-percent"
+            label="Waiver Percentage"
+            min={0}
+            max={100}
+            value={waiverPercent}
+            invalid={waiverPercent !== '' && (Number(waiverPercent) < 1 || Number(waiverPercent) > 100)}
+            invalidText="Percentage must be between 1 and 100"
+            onChange={(_e, state) => setWaiverPercent(String(state.value))}
+          />
+        ) : (
+          <NumberInput
+            id="waiver-amount"
+            label="Waiver Amount"
+            min={0}
+            value={waiverAmount}
+            invalid={waiverAmount !== '' && Number(waiverAmount) < 1}
+            invalidText="Amount cannot be less than 1"
+            onChange={(_e, state) => setWaiverAmount(String(state.value))}
+          />
+        )}
+      </Modal>
+
+      {/* SHA Claim */}
+      <Modal
+        open={modalType === 'SHA'}
+        modalHeading={`Confirm ${schemes} Claim`}
+        primaryButtonText={shaLoading ? 'Submitting...' : 'Submit Claim'}
+        secondaryButtonText="Cancel"
+        primaryButtonDisabled={shaLoading}
+        onRequestClose={() => setModalType(null)}
+        onRequestSubmit={applySHAClaim}
+      >
+        <Stack gap={4}>
+          {/* ===== Info ===== */}
+          <Tile>
+            <p style={{ marginBottom: '0.5rem' }}>
+              You are about to submit the following items for <strong>{schemes} claim</strong>.
+            </p>
+            <p style={{ color: '#6f6f6f', marginBottom: 0 }}>
+              Please confirm all services are correct before proceeding.
+            </p>
+          </Tile>
+
+          {/* ===== Items Table ===== */}
+          <Tile>
+            <h5 style={{ marginBottom: '1rem' }}>Claim Items</h5>
+
+            <DataTable
+              rows={pendingShaItems.map((i) => ({
+                id: i.id,
+                service: i.service,
+                quantity: i.quantity,
+                unitPrice: `Ksh ${Number(i.price).toLocaleString()}`,
+                total: `Ksh ${getBalance(i).toLocaleString()}`,
+              }))}
+              headers={[
+                { key: 'service', header: 'Service' },
+                { key: 'quantity', header: 'Qty' },
+                { key: 'unitPrice', header: 'Unit Price' },
+                { key: 'total', header: 'Total' },
+              ]}
+            >
+              {({ rows, headers, getHeaderProps, getRowProps }) => (
+                <Table size="sm" useZebraStyles>
+                  <TableHead>
+                    <TableRow>
+                      {headers.map((h) => (
+                        <TableHeader key={h.key} {...getHeaderProps({ header: h })}>
+                          {h.header}
+                        </TableHeader>
+                      ))}
+                    </TableRow>
+                  </TableHead>
+
+                  <TableBody>
+                    {rows.map((row) => (
+                      <TableRow key={row.id} {...getRowProps({ row })}>
+                        {row.cells.map((cell) => (
+                          <TableCell key={cell.id}>{cell.value}</TableCell>
+                        ))}
+                      </TableRow>
+                    ))}
+                  </TableBody>
+                </Table>
+              )}
+            </DataTable>
+          </Tile>
+
+          {/* ===== Summary ===== */}
+          <Tile>
+            <Grid fullWidth>
+              <Column lg={8}>
+                <p>
+                  <strong>Items:</strong> {pendingShaItems.length}
+                </p>
+              </Column>
+
+              <Column lg={8} style={{ textAlign: 'right' }}>
+                <p style={{ fontSize: '1.1rem', fontWeight: 600 }}>
+                  Total: Ksh {pendingShaItems.reduce((acc, i) => acc + getBalance(i), 0).toLocaleString()}
+                </p>
+              </Column>
+            </Grid>
+          </Tile>
+        </Stack>
+      </Modal>
+
+      {/* claim status */}
+      <Modal
+        open={modalType === 'CHECK_SHA'}
+        modalHeading="SHA Claim Status"
+        primaryButtonText="Close"
+        secondaryButtonText={null}
+        onRequestClose={() => setModalType(null)}
+        onRequestSubmit={() => setModalType(null)}
+      >
+        {claimResponse ? (
+          <Stack gap={4}>
+            <Tile>
+              <h5 style={{ marginBottom: '0.5rem' }}>Patient Information</h5>
+              <p>
+                <strong>Name:</strong> {claimResponse.patientFullName}
+              </p>
+              <p>
+                <strong>Gender:</strong> {claimResponse.gender}
+              </p>
+
+              <h5 style={{ marginTop: '1rem', marginBottom: '0.5rem' }}>Facility</h5>
+              <p>
+                {claimResponse.facilityName} ({claimResponse.facilityLevel})
+              </p>
+            </Tile>
+
+            <Tile>
+              <h5 style={{ marginBottom: '0.5rem' }}>Claim Details</h5>
+
+              <p>
+                <strong>Status:</strong>{' '}
+                <Tag type={getClaimTagType(claimResponse.claim_Status)}>{claimResponse.claim_Status}</Tag>
+              </p>
+
+              <p>
+                <strong>Response:</strong> {claimResponse.claim_Response || '-'}
+              </p>
+            </Tile>
+
+            {claimResponse.services?.length > 0 && (
+              <Tile>
+                <h5 style={{ marginBottom: '1rem' }}>Services</h5>
+
+                <DataTable
+                  rows={claimResponse.services.map((s: any) => ({
+                    id: s.serviceCode,
+                    name: s.serviceDisplay,
+                    code: s.serviceCode,
+                    quantity: s.quantity,
+                    amount: `Ksh ${Number(s.totalAmount).toLocaleString()}`,
+                  }))}
+                  headers={[
+                    { key: 'name', header: 'Service' },
+                    { key: 'code', header: 'Code' },
+                    { key: 'quantity', header: 'Qty' },
+                    { key: 'amount', header: 'Total Amount' },
+                  ]}
+                >
+                  {({ rows, headers, getHeaderProps, getRowProps }) => (
+                    <Table size="sm">
+                      <TableHead>
+                        <TableRow>
+                          {headers.map((h) => (
+                            <TableHeader key={h.key} {...getHeaderProps({ header: h })}>
+                              {h.header}
+                            </TableHeader>
+                          ))}
+                        </TableRow>
+                      </TableHead>
+
+                      <TableBody>
+                        {rows.map((row) => (
+                          <TableRow key={row.id} {...getRowProps({ row })}>
+                            {row.cells.map((cell) => (
+                              <TableCell key={cell.id}>{cell.value}</TableCell>
+                            ))}
+                          </TableRow>
+                        ))}
+                      </TableBody>
+                    </Table>
+                  )}
+                </DataTable>
+              </Tile>
+            )}
+
+            {claimResponse.diagnoses?.length > 0 && (
+              <Tile>
+                <h5 style={{ marginBottom: '1rem' }}>Diagnoses</h5>
+
+                <DataTable
+                  rows={claimResponse.diagnoses.map((d: any, index: number) => ({
+                    id: `${d.Code}-${index}`,
+                    name: d.Display,
+                    code: d.Code,
+                  }))}
+                  headers={[
+                    { key: 'name', header: 'Diagnosis' },
+                    { key: 'code', header: 'Code' },
+                  ]}
+                >
+                  {({ rows, headers, getHeaderProps, getRowProps }) => (
+                    <Table size="sm">
+                      <TableHead>
+                        <TableRow>
+                          {headers.map((h) => (
+                            <TableHeader key={h.key} {...getHeaderProps({ header: h })}>
+                              {h.header}
+                            </TableHeader>
+                          ))}
+                        </TableRow>
+                      </TableHead>
+
+                      <TableBody>
+                        {rows.map((row) => (
+                          <TableRow key={row.id} {...getRowProps({ row })}>
+                            {row.cells.map((cell) => (
+                              <TableCell key={cell.id}>{cell.value}</TableCell>
+                            ))}
+                          </TableRow>
+                        ))}
+                      </TableBody>
+                    </Table>
+                  )}
+                </DataTable>
+              </Tile>
+            )}
+          </Stack>
+        ) : (
+          <Tile>
+            <p>No claim data available.</p>
+          </Tile>
+        )}
+      </Modal>
+    </Grid>
+  );
+};
+
+export default BillDetails;