@mindbill/react 0.34.0 → 0.36.0

package/README.md

@@ -114,6 +114,15 @@ import { BillReadOnlyForm } from "@mindbill/react";
 
 For older responses without `issues`, the component falls back to the singular `reason` and `code` fields. `appearance.dangerColor` can override the rejection color without changing the rest of the theme.
 
+For the server-authorized **Correct and resubmit** action,
+`ConnectedBillLifecycle` opens `BillSubmissionForm` with the complete submitted
+snapshot and authenticated copies of its documents. API-provided rejection
+`fieldPaths` call attention to likely problem controls, and payer contact
+guidance remains visible while the user corrects the bill. Submitting creates
+the next immutable attempt under the same logical `billId`; the original
+attempt and rejection remain in history. The host application does not build a
+second correction form or pass bill seed data back into the lifecycle.
+
 ## Lifecycle actions
 
 MindBill returns the actions that are valid for the bill's current state. Render that server-authoritative list instead of duplicating rejection, EOR, denial, review, payment, and closure rules in your application.
@@ -297,6 +306,29 @@ Use `BillStatusSummary` only when your application already owns status loading a
 
 Never send a Partner API key or long-lived credential to React/browser code.
 
+## Bill tasks worklist, submissions ribbon, and payer status calls
+
+`BillTasksDashboard` is the daisyBill-style Bill Tasks worklist: one tone-colored card per task section, rows bucketed by age (1-30 / 31-60 / 61-90 / 91-180 / 181+ days), clickable counts that carry the bill refs behind them, and a grand-total card. It is purely props-driven — aggregate your own work items with `buildBillTasksDashboard` (re-exported from `@mindbill/browser`):
+
+```tsx
+import { BillTasksDashboard, buildBillTasksDashboard } from "@mindbill/react";
+
+const data = buildBillTasksDashboard(workItems, [
+  { id: "payment_due", label: "Payment Due", agingBasisLabel: "Bill Sent Date", tone: "violet" },
+  { id: "denials", label: "Denials", agingBasisLabel: "EOR Date", tone: "red" },
+]);
+
+<BillTasksDashboard
+  data={data}
+  heading="Bill Tasks"
+  onSelectCell={(cell) => openWorklist(cell.sectionId, cell.rowId, cell.bucketId, cell.refs)}
+/>
+```
+
+`BillSubmissionsRibbon` renders a horizontal row of submission chips (Original Bill, Second Review, Duplicate Bill, …) with an optional deadline badge and up to three label/value meta pairs; `billSubmissionsRibbonFromHistory` maps the presented history's submission rows into chips.
+
+`ReportBillStatusDialog` records the outcome of a payment-status phone call to the Claims Administrator / Bill Review vendor: payer contacts, the host-rendered submission receipt (for example a `BillHistoryTable`), and the five standard reported statuses (`REPORT_BILL_STATUS_OPTIONS`). The host posts the resulting `ReportBillStatusInput` through its own lifecycle action call.
+
 ## Organization onboarding and billing settings
 
 `OrganizationOnboarding` captures the practice identity, billing provider, locations, and W-9 once — saved straight to your MindBill organization through the browser session — so your users never visit the MindBill dashboard. `BillingSettings` is the compact edit-after-setup variant of the same surface.

package/dist/index.d.ts

@@ -1,8 +1,8 @@
 import { MindBillAppearance, MindBillEventDetail, MindBillErrorDetail } from '@mindbill/embed';
 export { MindBillAppearance, MindBillErrorDetail, MindBillEventDetail } from '@mindbill/embed';
 import { CSSProperties, ReactElement, ReactNode } from 'react';
-import { BillReviewData as BillReviewData$1, BillLifecycleDelivery, BillReviewAttachment as BillReviewAttachment$1, BrowserBillSubmissionResult, BillLifecycleSessionProvider, BillReviewPayer as BillReviewPayer$1, BrowserBillSubmissionDocument, BillDeliveryOptions as BillDeliveryOptions$1, SubmitBillInput, OrganizationProfileData, BillRemittanceSummary, BillEorDocument, BillPaymentRecord, BillHistoryEntry, BillLifecycleAction, BillRejection, BillLifecycleData, BillLifecycleClientOptions, BillLifecycleClient } from '@mindbill/browser';
-export { BillActivityRecord, BillClaimsAdministratorContact, BillClaimsAdministratorDirectory, BillClaimsAdministratorMailingAddress, BillClaimsAdministratorPattern, BillEorDocument, BillLifecycleAction, BillLifecycleActionId, BillLifecycleClient, BillLifecycleClientOptions, BillLifecycleData, BillLifecycleDelivery, BillLifecycleSession, BillLifecycleSessionProvider, BillLifecycleSessionRequest, BillPaymentRecord, BillRejection, BillRemittanceSummary, BrowserBillSubmissionResult, CloseBillInput, PostBillPaymentInput, ReopenBillInput, SubmitSecondReviewInput, createBillLifecycleClient } from '@mindbill/browser';
+import { BillReviewData as BillReviewData$1, BillLifecycleDelivery, BillReviewAttachment as BillReviewAttachment$1, BrowserBillSubmissionResult, BillLifecycleSessionProvider, BillReviewPayer as BillReviewPayer$1, BrowserBillSubmissionDocument, BillDeliveryOptions as BillDeliveryOptions$1, SubmitBillInput, BillTasksDashboardData, BillTasksAgingBucket, BillHistoryEntry, OrganizationProfileData, BillRemittanceSummary, BillEorDocument, BillPaymentRecord, BillLifecycleAction, BillRejection, BillLifecycleData, BillLifecycleClientOptions, BillLifecycleClient } from '@mindbill/browser';
+export { BILL_TASKS_AGING_BUCKETS, BillActivityRecord, BillClaimsAdministratorContact, BillClaimsAdministratorDirectory, BillClaimsAdministratorMailingAddress, BillClaimsAdministratorPattern, BillEorDocument, BillLifecycleAction, BillLifecycleActionId, BillLifecycleClient, BillLifecycleClientOptions, BillLifecycleData, BillLifecycleDelivery, BillLifecycleSession, BillLifecycleSessionProvider, BillLifecycleSessionRequest, BillPaymentRecord, BillRejection, BillRemittanceSummary, BillTasksAgingBucket, BillTasksDashboardData, BillTasksDashboardItem, BillTasksDashboardRow, BillTasksDashboardSection, BillTasksDashboardSectionInput, BillTasksDashboardTone, BrowserBillSubmissionResult, CloseBillInput, PostBillPaymentInput, ReopenBillInput, SubmitSecondReviewInput, billTasksAgingBucketIndex, buildBillTasksDashboard, createBillLifecycleClient } from '@mindbill/browser';
 
 type MindBillThemePreset = "mindbill" | "qme-companion" | "orange-bright" | "clinical-blue" | "midnight-cyan";
 type MindBillReactAppearance = MindBillAppearance & {
@@ -520,6 +520,8 @@ type BillSubmissionSourceAttachment = {
     autoAttached?: boolean;
     removable?: boolean;
     previewUrl?: string;
+    /** Authenticated source loader used when the document is not available at a public URL. */
+    loadBlob?: () => Promise<Blob>;
     reportTypeCode?: string;
 };
 type BillSubmissionUpload = {
@@ -574,6 +576,9 @@ type BillSubmissionFormProps = {
     submitLabel?: string;
     heading?: ReactNode;
     description?: ReactNode;
+    /** Rejected-field paths to visually call out while the user corrects the next submission. */
+    attentionFields?: string[];
+    attentionMessage?: ReactNode;
     /**
      * Optional composable layout. Use the exported section components as children;
      * the parent form continues to own validation, directory lookups, uploads, and submission.
@@ -612,7 +617,7 @@ declare function BillSubmissionProvidersSection(): ReactElement;
 declare function BillSubmissionServiceLinesSection(): ReactElement;
 declare function BillSubmissionAttachmentsSection(): ReactElement;
 declare function BillSubmissionActions(): ReactElement;
-declare function BillSubmissionForm({ initialBill, attachments, onSubmit, onSubmitted, getSession, sessionEndpoint, apiBaseUrl, fetch: fetchOverride, onSearchClaimsAdministrators, diagnosisOptions, onSearchDiagnoses, onLookupPostalCode, procedureOptions, modifierOptions, taxonomyOptions, deliveryRoutePicker, attachmentReportTypeMode, attachmentReportTypes, defaultAttachmentReportType, appearance, className, style, disabled, submitLabel, heading, description, children, }: BillSubmissionFormProps): ReactElement;
+declare function BillSubmissionForm({ initialBill, attachments, onSubmit, onSubmitted, getSession, sessionEndpoint, apiBaseUrl, fetch: fetchOverride, onSearchClaimsAdministrators, diagnosisOptions, onSearchDiagnoses, onLookupPostalCode, procedureOptions, modifierOptions, taxonomyOptions, deliveryRoutePicker, attachmentReportTypeMode, attachmentReportTypes, defaultAttachmentReportType, appearance, className, style, disabled, submitLabel, heading, description, attentionFields, attentionMessage, children, }: BillSubmissionFormProps): ReactElement;
 
 /** First plausible email address inside a raw contact string, or null. */
 declare function extractSendRouteEmail(raw: string | null | undefined): string | null;
@@ -765,6 +770,105 @@ declare function buildBillStatusAgingMatrix(bills: BillingDashboardBill[], state
 declare function buildBillStatusAgingCsv(bills: BillingDashboardBill[], stateOrder?: string[]): string;
 declare function BillStatusAgingMatrix({ bills, heading, description, stateOrder, showBalances, onSelectCell, appearance, className, style, }: BillStatusAgingMatrixProps): ReactElement;
 
+type SurfaceProps$3 = {
+    appearance?: MindBillReactAppearance;
+    className?: string;
+    style?: CSSProperties;
+};
+type BillTasksDashboardCell = {
+    sectionId: string;
+    rowId: string;
+    /** Null for a row's "Task Total" cell (all buckets). */
+    bucketId: string | null;
+    refs: string[];
+    count: number;
+};
+type BillTasksDashboardProps = SurfaceProps$3 & {
+    data: BillTasksDashboardData;
+    /** Must match the buckets passed to buildBillTasksDashboard. */
+    buckets?: BillTasksAgingBucket[];
+    heading?: ReactNode;
+    grandTotalLabel?: string;
+    emptyLabel?: string;
+    onSelectCell?: (cell: BillTasksDashboardCell) => void;
+    /** Rendered above the sections — hosts pass their own filters. */
+    toolbar?: ReactNode;
+    footnote?: ReactNode;
+};
+declare function BillTasksDashboard({ data, buckets, heading, grandTotalLabel, emptyLabel, onSelectCell, toolbar, footnote, appearance, className, style, }: BillTasksDashboardProps): ReactElement;
+
+type SurfaceProps$2 = {
+    appearance?: MindBillReactAppearance;
+    className?: string;
+    style?: CSSProperties;
+};
+type BillSubmissionRibbonItem = {
+    id: string;
+    /** "Original Bill" | "Second Review" | "Duplicate Bill" | … */
+    label: string;
+    /** Small rounded badge, e.g. "Denial in 3 working days". */
+    badge?: string;
+    /** Up to three label/value pairs rendered under the label. */
+    meta?: Array<{
+        label: string;
+        value: string;
+    }>;
+    active?: boolean;
+    href?: string;
+};
+type BillSubmissionsRibbonProps = SurfaceProps$2 & {
+    items: BillSubmissionRibbonItem[];
+    onSelect?: (item: BillSubmissionRibbonItem) => void;
+};
+/** Maps a presented-history submission summary to its delivery route word. */
+declare function billSubmissionsRibbonDeliveryLabel(summary: string): string;
+/** Builds ribbon items from MindBill's presented history (submission rows only). */
+declare function billSubmissionsRibbonFromHistory(history: BillHistoryEntry[]): BillSubmissionRibbonItem[];
+declare function BillSubmissionsRibbon({ items, onSelect, appearance, className, style, }: BillSubmissionsRibbonProps): ReactElement;
+
+type SurfaceProps$1 = {
+    appearance?: MindBillReactAppearance;
+    className?: string;
+    style?: CSSProperties;
+};
+type ReportBillStatusId = "message_left" | "eor_pending" | "eor_sent" | "bill_not_on_file" | "forwarded";
+type ReportBillStatusInput = {
+    status: ReportBillStatusId;
+    company?: string;
+    representativeName?: string;
+    representativeRole?: string;
+    phone?: string;
+    callReference?: string;
+    note?: string;
+};
+declare const REPORT_BILL_STATUS_OPTIONS: Array<{
+    id: ReportBillStatusId;
+    label: string;
+    description: string;
+}>;
+type ReportBillStatusDialogProps = SurfaceProps$1 & {
+    title?: ReactNode;
+    claimsAdmin?: {
+        name: string;
+        hoursOfOperation?: string;
+        phones?: Array<{
+            label: string;
+            value: string;
+        }>;
+    };
+    billReview?: {
+        name: string;
+        phone?: string;
+    };
+    /** Host renders its submission receipt, e.g. a BillHistoryTable. */
+    receipt?: ReactNode;
+    submitting?: boolean;
+    error?: string | null;
+    onCancel: () => void;
+    onSave: (input: ReportBillStatusInput) => void;
+};
+declare function ReportBillStatusDialog({ title, claimsAdmin, billReview, receipt, submitting, error, onCancel, onSave, appearance, className, style, }: ReportBillStatusDialogProps): ReactElement;
+
 type OrganizationOnboardingProps = {
     appearance?: MindBillReactAppearance;
     className?: string;
@@ -956,6 +1060,7 @@ type UseBillLifecycleResult = {
     refresh: () => Promise<void>;
     searchClaimsAdministrators: BillLifecycleClient["searchClaimsAdministrators"];
     getDeliveryOptions: BillLifecycleClient["getDeliveryOptions"];
+    getAttachment: BillLifecycleClient["getAttachment"];
     openAttachment: (attachment: BillReviewAttachment) => Promise<void>;
     openEor: (document: BillEorDocument) => Promise<void>;
     downloadPacket: () => Promise<void>;
@@ -995,4 +1100,4 @@ type MindBillWidgetProps = {
 declare function MindBillBillTimeline(props: MindBillWidgetProps): ReactElement;
 declare function MindBillBillReview(props: MindBillWidgetProps): ReactElement;
 
-export { BILL_STATUS_AGING_BUCKETS, BILL_SUBMISSION_DIAGNOSIS_QUICK_PICKS, BILL_SUBMISSION_DOCUMENT_TYPES, BILL_SUBMISSION_REPORT_TYPES, BILL_SUBMISSION_REQUIRED_FIELDS, type BillActivityEvent, BillActivityTimeline, type BillActivityTimelineProps, type BillAgingBucket, type BillAgingBucketId, BillAgingSummary, type BillAgingSummaryProps, BillExplanationOfReview, type BillExplanationOfReviewProps, BillHistoryTable, type BillHistoryTableProps, BillLifecycleActions, type BillLifecycleActionsProps, BillLifecycleProgress, type BillLifecycleProgressProps, type BillLifecycleStage, BillList, type BillListProps, BillPayerContactCard, type BillPayerContactCardProps, BillPaymentLedger, type BillPaymentLedgerProps, BillReadOnlyForm, type BillReadOnlyFormProps, BillRejectionNotice, type BillRejectionNoticeProps, BillRemittanceCard, type BillRemittanceCardProps, type BillReviewAttachment, type BillReviewBillingProvider, type BillReviewClinician, type BillReviewData, type BillReviewDocumentType, type BillReviewDraft, type BillReviewFeatures, BillReviewForm, type BillReviewFormProps, type BillReviewLineItem, type BillReviewLocation, type BillReviewPayer, type BillReviewSaveInput, BillSnapshotSummary, type BillSnapshotSummaryProps, type BillStatusAction, type BillStatusAgingCell, BillStatusAgingMatrix, type BillStatusAgingMatrixData, type BillStatusAgingMatrixProps, type BillStatusAgingRow, type BillStatusClient, type BillStatusClientOptions, type BillStatusData, type BillStatusSession, type BillStatusSessionProvider, type BillStatusSessionRequest, BillStatusSummary, type BillStatusSummaryProps, BillSubmissionActions, type BillSubmissionAddress, type BillSubmissionAttachmentReportTypeMode, BillSubmissionAttachmentsSection, BillSubmissionClaimSection, type BillSubmissionDiagnosisOption, type BillSubmissionDocumentType, type BillSubmissionEvaluationType, BillSubmissionForm, type BillSubmissionFormProps, type BillSubmissionFormValue, BillSubmissionHeader, type BillSubmissionInput, type BillSubmissionModifierOption, BillSubmissionPatientSection, type BillSubmissionPostalPlace, type BillSubmissionProcedureOption, BillSubmissionProvidersSection, type BillSubmissionReportTypeOption, type BillSubmissionRoute, type BillSubmissionSectionId, BillSubmissionServiceLinesSection, type BillSubmissionSourceAttachment, type BillSubmissionTaxonomyOption, type BillSubmissionUpload, type BillSubmissionValidation, type BillingComponentProps, BillingDashboard, type BillingDashboardBill, type BillingDashboardProps, type BillingDashboardSummary, BillingReport, type BillingReportDimension, type BillingReportProps, type BillingReportRow, BillingSettings, ConnectedBillLifecycle, type ConnectedBillLifecycleProps, ConnectedBillStatus, type ConnectedBillStatusProps, DEFAULT_BILL_SUBMISSION_MODIFIERS, DEFAULT_BILL_SUBMISSION_PROCEDURES, DEFAULT_BILL_SUBMISSION_TAXONOMIES, MED_LEGAL_REPORT_TYPE_CODE, MindBillBillReview, MindBillBillTimeline, type MindBillReactAppearance, type MindBillThemePreset, type MindBillWidgetProps, OrganizationOnboarding, type OrganizationOnboardingProps, PSYCH_QME_DEFAULT_DIAGNOSIS, SendRouteDialog, type SendRouteDialogProps, type SendRouteSubmission, type UseBillLifecycleOptions, type UseBillLifecycleResult, type UseBillStatusOptions, type UseBillStatusResult, applyBillSubmissionEvaluationDiagnoses, applyBillSubmissionEvaluationModifiers, billActivityEventLabel, billAgingBucket, billAgingDays, billLifecycleDisplayLabel, billLifecycleStage, buildBillReviewSaveInput, buildBillStatusAgingCsv, buildBillStatusAgingMatrix, buildBillingReportCsv, buildBillingReportRows, calculateBillSubmissionAllowedAmount, claimsAdministratorRecommendations, createBillStatusClient, ensureTrailingBillSubmissionLine, ensureTrailingProcedureLine, exactClaimsAdministratorMatch, extractSendRouteEmail, formatBillSubmissionDate, formatSendRouteFax, mindBillAppearanceStyle, mindBillThemePresets, normalizeClaimsAdministratorName, parseBillSubmissionDate, prepareBillSubmissionDocuments, resolveMindBillAppearance, summarizeBillingDashboard, useBillLifecycle, useBillStatus, validateBillSubmission, visibleBillLifecycleActions };
+export { BILL_STATUS_AGING_BUCKETS, BILL_SUBMISSION_DIAGNOSIS_QUICK_PICKS, BILL_SUBMISSION_DOCUMENT_TYPES, BILL_SUBMISSION_REPORT_TYPES, BILL_SUBMISSION_REQUIRED_FIELDS, type BillActivityEvent, BillActivityTimeline, type BillActivityTimelineProps, type BillAgingBucket, type BillAgingBucketId, BillAgingSummary, type BillAgingSummaryProps, BillExplanationOfReview, type BillExplanationOfReviewProps, BillHistoryTable, type BillHistoryTableProps, BillLifecycleActions, type BillLifecycleActionsProps, BillLifecycleProgress, type BillLifecycleProgressProps, type BillLifecycleStage, BillList, type BillListProps, BillPayerContactCard, type BillPayerContactCardProps, BillPaymentLedger, type BillPaymentLedgerProps, BillReadOnlyForm, type BillReadOnlyFormProps, BillRejectionNotice, type BillRejectionNoticeProps, BillRemittanceCard, type BillRemittanceCardProps, type BillReviewAttachment, type BillReviewBillingProvider, type BillReviewClinician, type BillReviewData, type BillReviewDocumentType, type BillReviewDraft, type BillReviewFeatures, BillReviewForm, type BillReviewFormProps, type BillReviewLineItem, type BillReviewLocation, type BillReviewPayer, type BillReviewSaveInput, BillSnapshotSummary, type BillSnapshotSummaryProps, type BillStatusAction, type BillStatusAgingCell, BillStatusAgingMatrix, type BillStatusAgingMatrixData, type BillStatusAgingMatrixProps, type BillStatusAgingRow, type BillStatusClient, type BillStatusClientOptions, type BillStatusData, type BillStatusSession, type BillStatusSessionProvider, type BillStatusSessionRequest, BillStatusSummary, type BillStatusSummaryProps, BillSubmissionActions, type BillSubmissionAddress, type BillSubmissionAttachmentReportTypeMode, BillSubmissionAttachmentsSection, BillSubmissionClaimSection, type BillSubmissionDiagnosisOption, type BillSubmissionDocumentType, type BillSubmissionEvaluationType, BillSubmissionForm, type BillSubmissionFormProps, type BillSubmissionFormValue, BillSubmissionHeader, type BillSubmissionInput, type BillSubmissionModifierOption, BillSubmissionPatientSection, type BillSubmissionPostalPlace, type BillSubmissionProcedureOption, BillSubmissionProvidersSection, type BillSubmissionReportTypeOption, type BillSubmissionRibbonItem, type BillSubmissionRoute, type BillSubmissionSectionId, BillSubmissionServiceLinesSection, type BillSubmissionSourceAttachment, type BillSubmissionTaxonomyOption, type BillSubmissionUpload, type BillSubmissionValidation, BillSubmissionsRibbon, type BillSubmissionsRibbonProps, BillTasksDashboard, type BillTasksDashboardCell, type BillTasksDashboardProps, type BillingComponentProps, BillingDashboard, type BillingDashboardBill, type BillingDashboardProps, type BillingDashboardSummary, BillingReport, type BillingReportDimension, type BillingReportProps, type BillingReportRow, BillingSettings, ConnectedBillLifecycle, type ConnectedBillLifecycleProps, ConnectedBillStatus, type ConnectedBillStatusProps, DEFAULT_BILL_SUBMISSION_MODIFIERS, DEFAULT_BILL_SUBMISSION_PROCEDURES, DEFAULT_BILL_SUBMISSION_TAXONOMIES, MED_LEGAL_REPORT_TYPE_CODE, MindBillBillReview, MindBillBillTimeline, type MindBillReactAppearance, type MindBillThemePreset, type MindBillWidgetProps, OrganizationOnboarding, type OrganizationOnboardingProps, PSYCH_QME_DEFAULT_DIAGNOSIS, REPORT_BILL_STATUS_OPTIONS, ReportBillStatusDialog, type ReportBillStatusDialogProps, type ReportBillStatusId, type ReportBillStatusInput, SendRouteDialog, type SendRouteDialogProps, type SendRouteSubmission, type UseBillLifecycleOptions, type UseBillLifecycleResult, type UseBillStatusOptions, type UseBillStatusResult, applyBillSubmissionEvaluationDiagnoses, applyBillSubmissionEvaluationModifiers, billActivityEventLabel, billAgingBucket, billAgingDays, billLifecycleDisplayLabel, billLifecycleStage, billSubmissionsRibbonDeliveryLabel, billSubmissionsRibbonFromHistory, buildBillReviewSaveInput, buildBillStatusAgingCsv, buildBillStatusAgingMatrix, buildBillingReportCsv, buildBillingReportRows, calculateBillSubmissionAllowedAmount, claimsAdministratorRecommendations, createBillStatusClient, ensureTrailingBillSubmissionLine, ensureTrailingProcedureLine, exactClaimsAdministratorMatch, extractSendRouteEmail, formatBillSubmissionDate, formatSendRouteFax, mindBillAppearanceStyle, mindBillThemePresets, normalizeClaimsAdministratorName, parseBillSubmissionDate, prepareBillSubmissionDocuments, resolveMindBillAppearance, summarizeBillingDashboard, useBillLifecycle, useBillStatus, validateBillSubmission, visibleBillLifecycleActions };