@ampath/esm-dha-workflow-app 4.0.0-next.43 → 4.0.0-next.445

package/src/billing/widgets/billingTotalsRow.component.tsx

@@ -0,0 +1,712 @@
+import React, { useState, useEffect, useMemo } from 'react';
+import {
+  Grid,
+  Column,
+  Tile,
+  Tabs,
+  Tab,
+  TabList,
+  TabPanels,
+  TabPanel,
+  Stack,
+  DataTable,
+  Tag,
+  Pagination,
+  Search,
+  InlineLoading,
+  AISkeletonText,
+  DatePicker,
+  DatePickerInput,
+} from '@carbon/react';
+import { Money, WarningAlt, CheckmarkFilled, Hospital, PendingFilled, Receipt, Calendar } from '@carbon/react/icons';
+import { ConfigurableLink, navigate } from '@openmrs/esm-framework';
+import { spacing05 } from '@carbon/themes';
+import './billingTotalsRow.component.scss';
+import { fetchBillsByDate } from '../api/billing.api';
+
+type BillStatus = 'UNPAID' | 'PAID' | 'CLAIM_SUBMITTED';
+
+type Bill = {
+  id: string;
+  patientId: string;
+  receiptNo: string;
+  patient: string;
+  paymentMode: string;
+  date: string;
+  status: BillStatus;
+  total: string;
+  items: string;
+  billItems: any;
+  raisedBy: string;
+  createdAt: Date;
+};
+
+const SHA_INSURANCE_MODES = ['PHC', 'SHIF', 'ECCIF', 'SHA'];
+
+async function fetchBills(date: string): Promise<Bill[]> {
+  const res = await fetchBillsByDate(date);
+  const bills: Bill[] = [];
+
+  (res.data ?? []).forEach((billNode: any) => {
+    const createdAt = new Date(billNode.dateCreated);
+
+    const dateStr =
+      createdAt.toLocaleDateString() === new Date().toLocaleDateString()
+        ? 'Today'
+        : createdAt.toLocaleDateString('en-GB', { day: '2-digit', month: 'short', year: 'numeric' });
+
+    const timeStr = createdAt.toLocaleTimeString([], {
+      hour: '2-digit',
+      minute: '2-digit',
+      hour12: true,
+    });
+
+    const services = billNode.billItems?.map((i: any) => i.billName).join(', ') ?? '';
+
+    const totalAmount =
+      billNode.billItems?.reduce((sum: number, i: any) => sum + Number(i.price ?? 0) * Number(i.quantity ?? 1), 0) ?? 0;
+
+    const shaAmount =
+      billNode.billItems
+        ?.filter((i: any) => SHA_INSURANCE_MODES.includes((i.paymentMode ?? '').toUpperCase()))
+        .reduce((sum: number, i: any) => sum + Number(i.price ?? 0) * Number(i.quantity ?? 1), 0) ?? 0;
+
+    const cashAmount =
+      billNode.billItems
+        ?.filter((i: any) => (i.paymentMode ?? '').toUpperCase() === 'CASH')
+        .reduce((sum: number, i: any) => sum + Number(i.price ?? 0) * Number(i.quantity ?? 1), 0) ?? 0;
+
+    const formatCurrency = (amt: number) =>
+      `Ksh ${amt.toLocaleString(undefined, { minimumFractionDigits: 2, maximumFractionDigits: 2 })}`;
+
+    let amountDisplay = '';
+    if (shaAmount > 0 && cashAmount > 0) {
+      amountDisplay = `SHA: ${formatCurrency(shaAmount)}, Cash: ${formatCurrency(cashAmount)} (Total: ${formatCurrency(totalAmount)})`;
+    } else if (shaAmount > 0) {
+      amountDisplay = `SHA: ${formatCurrency(shaAmount)}`;
+    } else if (cashAmount > 0) {
+      amountDisplay = `Cash: ${formatCurrency(cashAmount)}`;
+    } else {
+      amountDisplay = formatCurrency(0);
+    }
+
+    const hasSha =
+      billNode.billItems?.some((i: any) => SHA_INSURANCE_MODES.includes((i.paymentMode ?? '').toUpperCase())) ?? false;
+
+    let status: BillStatus;
+    let paymentMode: string;
+
+    if (billNode.balance > 0) {
+      status = 'UNPAID';
+      paymentMode = 'CASH';
+    } else if (hasSha) {
+      status = 'CLAIM_SUBMITTED';
+      paymentMode = 'SHA';
+    } else {
+      status = 'PAID';
+      paymentMode = 'CASH';
+    }
+
+    bills.push({
+      id: `${billNode.billUuid}|${billNode.patientUuid}`,
+      patientId: billNode.patientUuid ?? '',
+      receiptNo: billNode.receiptNumber ?? 'N/A',
+      patient: billNode.patientName ?? 'Unknown',
+      raisedBy: billNode.cashPoint ?? 'Unknown',
+      paymentMode,
+      date: `${dateStr}, ${timeStr}`,
+      status,
+      items: services,
+      total: amountDisplay,
+      billItems: billNode.billItems ?? [],
+      createdAt,
+    });
+  });
+
+  return bills.sort((a, b) => b.createdAt.getTime() - a.createdAt.getTime());
+}
+
+const headers = [
+  { key: 'date', header: 'Date' },
+  { key: 'patient', header: 'Patient' },
+  { key: 'total', header: 'Amount' },
+  { key: 'status', header: 'Status' },
+  { key: 'items', header: 'Billed Items' },
+];
+
+const claimHeaders = [
+  { key: 'patient', header: 'Patient' },
+  { key: 'scheme', header: 'Scheme' },
+  { key: 'total', header: 'Amount' },
+  { key: 'date', header: 'Created' },
+  { key: 'actions', header: 'Actions' },
+];
+
+const StatTile = ({
+  icon,
+  label,
+  value,
+  style,
+}: {
+  icon: React.ReactNode;
+  label: string;
+  value: string | number | React.ReactNode;
+  style?: React.CSSProperties;
+}) => (
+  <Tile style={style}>
+    <div style={{ display: 'flex', gap: spacing05, alignItems: 'center' }}>
+      {icon}
+      <div>
+        <p className="cds--label">{label}</p>
+        <p className="cds--heading-03" style={{ fontWeight: 'bold' }}>
+          {value}
+        </p>
+      </div>
+    </div>
+  </Tile>
+);
+
+const StatusTag = ({ status }: { status: BillStatus }) => {
+  switch (status) {
+    case 'UNPAID':
+      return (
+        <Tag size="md" type="red">
+          <PendingFilled size={10} style={{ marginRight: 4 }} />
+          Unpaid
+        </Tag>
+      );
+    case 'PAID':
+      return (
+        <Tag size="md" type="green">
+          <CheckmarkFilled size={10} style={{ marginRight: 4 }} />
+          Paid (Cash)
+        </Tag>
+      );
+    case 'CLAIM_SUBMITTED':
+      return (
+        <Tag size="md" type="blue">
+          <Hospital size={10} style={{ marginRight: 4 }} />
+          Claim Submitted
+        </Tag>
+      );
+    default:
+      return <Tag size="md">Other</Tag>;
+  }
+};
+
+const { Table, TableHead, TableRow, TableHeader, TableBody, TableCell } = DataTable;
+
+const BillsTable = ({
+  rows,
+}: {
+  rows: Bill[];
+  search: string;
+  setSearch: (val: string) => void;
+  filterDate: Date | null;
+  setFilterDate: (val: Date | null) => void;
+}) => {
+  const [redirecting] = useState(false);
+
+  return (
+    <>
+      {redirecting && <InlineLoading description="Redirecting to patient bill..." status="active" />}
+
+      <DataTable rows={rows} headers={headers}>
+        {({ rows, headers, getTableProps }) => (
+          <Table {...getTableProps()}>
+            <TableHead>
+              <TableRow>
+                {headers.map((h) => (
+                  <TableHeader key={h.key}>{h.header}</TableHeader>
+                ))}
+              </TableRow>
+            </TableHead>
+
+            <TableBody>
+              {rows.map((row) => (
+                <TableRow key={row.id}>
+                  {row.cells.map((cell) => {
+                    if (cell.info.header === 'patient') {
+                      return (
+                        <TableCell key={cell.id}>
+                          <ConfigurableLink
+                            style={{ textDecoration: 'none' }}
+                            to={`${window.spaBase}/home/billing/patient/${row.id.split('|')[1]}/${row.id.split('|')[0]}`}
+                            templateParams={{ patientUuid: row.id.split('|')[1], uuid: row.id.split('|')[0] }}
+                          >
+                            {cell.value}
+                          </ConfigurableLink>
+                        </TableCell>
+                      );
+                    }
+
+                    if (cell.info.header === 'status') {
+                      return (
+                        <TableCell key={cell.id}>
+                          <StatusTag status={cell.value as BillStatus} />
+                        </TableCell>
+                      );
+                    }
+
+                    return <TableCell key={cell.id}>{cell.value}</TableCell>;
+                  })}
+                </TableRow>
+              ))}
+            </TableBody>
+          </Table>
+        )}
+      </DataTable>
+    </>
+  );
+};
+
+const BillsTab = ({
+  status,
+  source,
+  filterDate,
+  setFilterDate,
+  search,
+  setSearch,
+  loading,
+}: {
+  status?: BillStatus;
+  source: Bill[];
+  filterDate: Date;
+  setFilterDate: (val: Date) => void;
+  search: string;
+  setSearch: (val: string) => void;
+  loading: boolean;
+}) => {
+  const [page, setPage] = useState(1);
+  const [pageSize, setPageSize] = useState(10);
+
+  const filtered = useMemo(
+    () =>
+      source.filter((b) => {
+        const statusMatch = !status || b.status === status;
+        const searchMatch =
+          b.patient.toLowerCase().includes(search.toLowerCase()) ||
+          b.receiptNo.toLowerCase().includes(search.toLowerCase());
+        const start = new Date(filterDate);
+        start.setHours(0, 0, 0, 0);
+        const end = new Date(filterDate);
+        end.setHours(23, 59, 59, 999);
+        const dateMatch = b.createdAt >= start && b.createdAt <= end;
+        return statusMatch && searchMatch && dateMatch;
+      }),
+    [source, status, search, filterDate],
+  );
+
+  const paginated = filtered.slice((page - 1) * pageSize, page * pageSize);
+
+  return (
+    <Stack gap={4}>
+      {loading ? (
+        <InlineLoading description="Loading bills..." />
+      ) : (
+        <>
+          <BillsTable
+            rows={paginated}
+            search={search}
+            setSearch={setSearch}
+            filterDate={filterDate}
+            setFilterDate={setFilterDate}
+          />
+          <Pagination
+            page={page}
+            pageSize={pageSize}
+            pageSizes={[10, 25, 50, 100]}
+            totalItems={filtered.length}
+            onChange={({ page, pageSize }) => {
+              setPage(page);
+              setPageSize(pageSize);
+            }}
+          />
+        </>
+      )}
+    </Stack>
+  );
+};
+
+const BillingTotalsRow: React.FC = () => {
+  const [bills, setBills] = useState<Bill[]>([]);
+  const [loading, setLoading] = useState(true);
+  const [filterDate, setFilterDate] = useState<Date>(() => {
+    const saved = sessionStorage.getItem('billing-filter-date');
+    if (!saved) return new Date();
+
+    try {
+      const data = JSON.parse(saved);
+      if (data.expiry && new Date().getTime() > data.expiry) {
+        sessionStorage.removeItem('billing-filter-date');
+        return new Date();
+      }
+      return new Date(data.value);
+    } catch {
+      return new Date();
+    }
+  });
+  const [search, setSearch] = useState('');
+  const formatDate = (date: Date) =>
+    `${date.getFullYear()}-${(date.getMonth() + 1).toString().padStart(2, '0')}-${date.getDate().toString().padStart(2, '0')}`;
+
+  useEffect(() => {
+    const loadBills = async () => {
+      try {
+        setLoading(true);
+
+        const dateStr = formatDate(filterDate);
+        const fetchedBills = await fetchBills(dateStr);
+
+        setBills(fetchedBills);
+      } catch (error) {
+        console.error('Error fetching bills:', error);
+      } finally {
+        setLoading(false);
+      }
+    };
+
+    loadBills();
+  }, [filterDate]);
+
+  useEffect(() => {
+    const expiry = new Date().getTime() + 5 * 60 * 1000;
+    const data = {
+      value: filterDate.toISOString(),
+      expiry,
+    };
+    sessionStorage.setItem('billing-filter-date', JSON.stringify(data));
+  }, [filterDate]);
+
+  // Filter bills by selected date
+  const billsForDate = useMemo(() => {
+    const start = new Date(filterDate);
+    start.setHours(0, 0, 0, 0);
+    const end = new Date(filterDate);
+    end.setHours(23, 59, 59, 999);
+
+    return bills.filter((b) => b.createdAt >= start && b.createdAt <= end);
+  }, [bills, filterDate]);
+
+  const counts = useMemo(
+    () => ({
+      all: billsForDate.length,
+      unpaid: billsForDate.filter((b) => b.status === 'UNPAID').length,
+      paid: billsForDate.filter((b) => b.status === 'PAID').length,
+      submittedClaims: billsForDate.filter((b) => b.status === 'CLAIM_SUBMITTED').length,
+    }),
+    [billsForDate],
+  );
+
+  const revenueToday = useMemo(
+    () => billsForDate.filter((b) => b.status === 'PAID').reduce((sum, b) => sum + Number(b.total), 0),
+    [billsForDate],
+  );
+
+  const { cashTotal, shaTotal, pendingTotal } = useMemo(() => {
+    let cash = 0;
+    let sha = 0;
+    let pending = 0;
+
+    billsForDate.forEach((bill: any) => {
+      const items = bill.billItems ?? [];
+
+      items.forEach((item: any) => {
+        const amount = Number(item.price ?? 0) * Number(item.quantity ?? 1);
+        const mode = item.paymentMode?.toUpperCase();
+        const status = item.paymentStatus?.toUpperCase();
+
+        if (mode === 'CASH' && status === 'PAID') {
+          cash += amount;
+        }
+
+        if (SHA_INSURANCE_MODES.includes(mode) && status === 'PAID') {
+          sha += amount;
+        }
+
+        if (status === 'PENDING') {
+          pending += amount;
+        }
+      });
+    });
+
+    return {
+      cashTotal: cash,
+      shaTotal: sha,
+      pendingTotal: pending,
+    };
+  }, [billsForDate]);
+
+  const filterBillsBy = (status?: BillStatus) => {
+    const start = new Date(filterDate);
+    start.setHours(0, 0, 0, 0);
+    const end = new Date(filterDate);
+    end.setHours(23, 59, 59, 999);
+
+    return bills.filter((b) => {
+      const statusMatch = !status || b.status === status;
+      const searchMatch =
+        b.patient.toLowerCase().includes(search.toLowerCase()) ||
+        b.receiptNo.toLowerCase().includes(search.toLowerCase());
+      const dateMatch = b.createdAt >= start && b.createdAt <= end;
+      return statusMatch && searchMatch && dateMatch;
+    });
+  };
+
+  return (
+    <Stack gap={4} className="cds--pt-06">
+      {/* Stats Tiles */}
+      <div
+        style={{
+          padding: spacing05,
+          paddingBottom: 0,
+        }}
+      >
+        <div
+          style={{
+            display: 'flex',
+            alignItems: 'center',
+            justifyContent: 'space-between',
+            gap: '1rem',
+            paddingBottom: spacing05,
+          }}
+        >
+          <div style={{ display: 'flex', alignItems: 'center', gap: '0.75rem' }}>
+            <Receipt
+              size={36}
+              style={{
+                color: 'var(--omrs-color-primary, #005D5D)',
+                flexShrink: 0,
+              }}
+            />
+
+            <div style={{ display: 'flex', flexDirection: 'column', justifyContent: 'center' }}>
+              <p className="cds--heading-04" style={{ margin: 0, fontWeight: 600, color: '#003B3B' }}>
+                Billing Dashboard
+              </p>
+
+              <p
+                className="cds--label"
+                style={{
+                  margin: 0,
+                  opacity: 0.7,
+                  fontStyle: 'italic',
+                  letterSpacing: 0.5,
+                }}
+              >
+                Summary of billing activity
+              </p>
+            </div>
+          </div>
+
+          <div
+            style={{
+              display: 'flex',
+              alignItems: 'center',
+              gap: '0.5rem',
+              backgroundColor: 'var(--cds-interactive-02,#E0F4F4)',
+              color: 'var(--omrs-color-primary, #005D5D)',
+              padding: '0.25rem 0.75rem',
+              borderRadius: '0.5rem',
+              fontWeight: 600,
+              fontSize: '0.95rem',
+              boxShadow: '0 1px 3px rgba(0,0,0,0.1)',
+              minHeight: '36px',
+            }}
+          >
+            <Calendar size={18} style={{ color: 'var(--omrs-color-primary, #005D5D)', flexShrink: 0 }} />
+            <span>
+              {filterDate.toLocaleDateString('en-GB', {
+                weekday: 'short',
+                day: '2-digit',
+                month: 'short',
+                year: 'numeric',
+              })}
+            </span>
+          </div>
+        </div>
+
+        <hr
+          style={{
+            border: 'none',
+            borderTop: '1px solid #e0e0e0',
+            margin: 0,
+          }}
+        />
+      </div>
+
+      <div style={{ padding: spacing05 }}>
+        <Grid fullWidth>
+          <Column lg={4} md={8} sm={4}>
+            <StatTile
+              icon={<Money size={25} />}
+              label="Cash Paid"
+              value={
+                loading ? (
+                  <AISkeletonText />
+                ) : (
+                  `Ksh ${cashTotal.toLocaleString(undefined, {
+                    minimumFractionDigits: 2,
+                    maximumFractionDigits: 2,
+                  })}`
+                )
+              }
+              style={{ backgroundColor: '#DFF6F0', color: '#00B37E', padding: spacing05, height: '100%' }}
+            />
+          </Column>
+
+          <Column lg={4} md={8} sm={4}>
+            <StatTile
+              icon={<Hospital size={25} />}
+              label="Amount Claimed (SHA)"
+              value={
+                loading ? (
+                  <AISkeletonText />
+                ) : (
+                  `Ksh ${shaTotal.toLocaleString(undefined, {
+                    minimumFractionDigits: 2,
+                    maximumFractionDigits: 2,
+                  })}`
+                )
+              }
+              style={{ backgroundColor: '#F4EBFF', color: '#8C41FF', padding: spacing05, height: '100%' }}
+            />
+          </Column>
+
+          <Column lg={4} md={8} sm={4}>
+            <StatTile
+              icon={<PendingFilled size={25} />}
+              label="Pending Amount"
+              value={
+                loading ? (
+                  <AISkeletonText />
+                ) : (
+                  `Ksh ${pendingTotal.toLocaleString(undefined, {
+                    minimumFractionDigits: 2,
+                    maximumFractionDigits: 2,
+                  })}`
+                )
+              }
+              style={{ backgroundColor: '#FFF5D9', color: '#F2B01F', padding: spacing05, height: '100%' }}
+            />
+          </Column>
+
+          <Column lg={4} md={8} sm={4}>
+            <StatTile
+              icon={<WarningAlt size={25} />}
+              label="Unpaid Bills"
+              value={loading ? <AISkeletonText /> : counts.unpaid}
+              style={{ backgroundColor: '#FFEDE1', color: '#FF6B35', padding: spacing05, height: '100%' }}
+            />
+          </Column>
+        </Grid>
+      </div>
+
+      {/* Filters + Tabs */}
+      <div style={{ padding: spacing05, paddingTop: 0 }}>
+        <div style={{ border: '1px solid #e0e0e0', borderRadius: '0.25rem', paddingTop: spacing05 }}>
+          <div style={{ display: 'flex', alignItems: 'flex-end', gap: '1rem', padding: spacing05 }}>
+            {/* Search */}
+            <div style={{ flex: 4 }}>
+              <Search
+                closeButtonLabelText="Clear search input"
+                id="search-default-1"
+                labelText="Search bills"
+                placeholder="Search bill or patient"
+                size="md"
+                value={search}
+                onChange={(e) => setSearch(e.target.value)}
+              />
+            </div>
+
+            {/* Date */}
+            <div style={{ flex: 1 }}>
+              <DatePicker
+                datePickerType="single"
+                value={[formatDate(filterDate)]}
+                dateFormat="Y-m-d"
+                onChange={(dates) => setFilterDate(new Date(dates[0] ?? new Date()))}
+              >
+                <DatePickerInput id="bill-date-filter" placeholder="yyyy-mm-dd" labelText="" size="md" />
+              </DatePicker>
+            </div>
+          </div>
+
+          <Tabs>
+            <TabList style={{ paddingLeft: spacing05 }}>
+              <Tab>
+                Unpaid (All Payment Modes){' '}
+                <Tag type="red" size="sm">
+                  {loading ? <AISkeletonText /> : counts.unpaid}
+                </Tag>
+              </Tab>
+              <Tab>
+                Paid (Cash){' '}
+                <Tag type="green" size="sm">
+                  {loading ? <AISkeletonText /> : counts.paid}
+                </Tag>
+              </Tab>
+              <Tab>
+                Submitted Claims (SHA/Co-Pay){' '}
+                <Tag type="purple" size="sm">
+                  {loading ? <AISkeletonText /> : counts.submittedClaims}
+                </Tag>
+              </Tab>
+              <Tab>
+                All{' '}
+                <Tag type="blue" size="sm">
+                  {loading ? <AISkeletonText /> : counts.all}
+                </Tag>
+              </Tab>
+            </TabList>
+
+            <TabPanels>
+              <TabPanel>
+                <BillsTab
+                  source={filterBillsBy('UNPAID')}
+                  filterDate={filterDate}
+                  setFilterDate={setFilterDate}
+                  search={search}
+                  setSearch={setSearch}
+                  loading={loading}
+                />
+              </TabPanel>
+              <TabPanel>
+                <BillsTab
+                  source={filterBillsBy('PAID')}
+                  filterDate={filterDate}
+                  setFilterDate={setFilterDate}
+                  search={search}
+                  setSearch={setSearch}
+                  loading={loading}
+                />
+              </TabPanel>
+              <TabPanel>
+                <BillsTab
+                  source={filterBillsBy('CLAIM_SUBMITTED')}
+                  filterDate={filterDate}
+                  setFilterDate={setFilterDate}
+                  search={search}
+                  setSearch={setSearch}
+                  loading={loading}
+                />
+              </TabPanel>
+              <TabPanel>
+                <BillsTab
+                  source={filterBillsBy()}
+                  filterDate={filterDate}
+                  setFilterDate={setFilterDate}
+                  search={search}
+                  setSearch={setSearch}
+                  loading={loading}
+                />
+              </TabPanel>
+            </TabPanels>
+          </Tabs>
+        </div>
+      </div>
+    </Stack>
+  );
+};
+
+export default BillingTotalsRow;