@mindbill/react 0.77.49 → 0.77.51

package/dist/index.d.ts

@@ -1028,6 +1028,8 @@ type RfaDraftFormProps = TreatmentDraftAppearance & RfaContactDirectoryProps & {
     onReview?: (draft: RfaDraftInput) => Promise<void>;
     /** Save unsigned content before opening the host's actual PDF packet preview. */
     onPreview?: (draft: RfaDraftInput) => Promise<void>;
+    /** Shows the form as filled in so far, without saving it or requiring any field. Replaces `onPreview`. */
+    onPreviewDraft?: (draft: RfaDraftInput) => Promise<void>;
     /** Suppress the repeated title when composing a single creation page. */
     embedded?: boolean;
     /** Live identity selection on the same creation page; clinical fields remain local. */
@@ -1059,7 +1061,7 @@ type RfaDraftFormProps = TreatmentDraftAppearance & RfaContactDirectoryProps & {
 /** Remove blank optional item fields, retaining an explicitly cleared return fax. */
 declare function normalizeRfaDraft(draft: RfaDraftInput): RfaDraftInput;
 declare function validateRfaDraft(draft: RfaDraftInput): string | null;
-declare function RfaDraftForm({ initialDraft, identity, officialForm, formDetails, selectors, onEditPractice, onAddPractice, onEditLocation, treatmentTemplates, onSaveTreatmentTemplate, onManageTreatmentTemplates, managePracticeHref, manageLocationsHref, onRefreshProfile, profilePending, onReview, onPreview, searchClaimsAdministrators, getClaimsAdministratorDirectory, embedded, onSave, onBack, mode, searchDiagnosisCodes, organizationProfile, savedDiagnosisCodes, supportingDocuments, disabled, ...appearance }: RfaDraftFormProps): ReactElement;
+declare function RfaDraftForm({ initialDraft, identity, officialForm, formDetails, selectors, onEditPractice, onAddPractice, onEditLocation, treatmentTemplates, onSaveTreatmentTemplate, onManageTreatmentTemplates, managePracticeHref, manageLocationsHref, onRefreshProfile, profilePending, onReview, onPreview, onPreviewDraft, searchClaimsAdministrators, getClaimsAdministratorDirectory, embedded, onSave, onBack, mode, searchDiagnosisCodes, organizationProfile, savedDiagnosisCodes, supportingDocuments, disabled, ...appearance }: RfaDraftFormProps): ReactElement;
 
 /** A saved set of requested treatments. Diagnoses stay with the claim, so templates do not carry them. */
 type RfaTreatmentTemplate = {
@@ -1152,6 +1154,8 @@ type RfaDashboardProps = OrganizationClientOptions & TreatmentDraftAppearance &
     manageLocationsHref?: string;
     /** Opens the actual saved packet. Creation first saves and attaches files, then selects its detail view. */
     onPreviewRequest?: (id: string) => Promise<void>;
+    /** Shows an unsaved request form as filled in so far; the Preview button then needs no saved draft. */
+    onPreviewDraft?: (draft: RfaDraftInput) => Promise<void>;
     hideBackButton?: boolean;
     hideHeading?: boolean;
     /** Opt in to a list-first workspace with focused Request, Responses, Documents and History tabs. */

package/dist/index.js

@@ -12783,15 +12783,21 @@ function RfaPracticePicker({ profile, value, onChange, managePracticeHref, manag
   const practices = profile?.billingProviders ?? [];
   const [practice, setPractice] = useState23(() => practices.find((item) => item.name === value?.name)?.id ?? "");
   const [location, setLocation] = useState23(() => practice ? (profile?.locations ?? []).find((item) => item.active !== false && item.street === value?.address && (!item.billingProviderId || item.billingProviderId === practice))?.id ?? "" : "");
-  const located = (chosen, phone) => ({ address: chosen.street, city: chosen.city, state: chosen.state, zip: chosen.zip, ...chosen.contact?.name ? { contactName: chosen.contact.name } : {}, ...chosen.contact?.phone || phone ? { phone: chosen.contact?.phone || phone } : {}, ...chosen.contact?.fax ? { fax: chosen.contact.fax } : {}, ...chosen.contact?.email ? { email: chosen.contact.email } : {} });
+  const contactOf = (saved) => saved?.contact ?? {};
+  const contactFields = (provider, chosen) => {
+    const own = chosen?.contact ?? {}, shared = contactOf(provider);
+    const name = own.name || shared.name, fax = own.fax || shared.fax, email = own.email || shared.email;
+    return { phone: own.phone || shared.phone || provider?.phone || "", ...name ? { contactName: name } : {}, ...fax ? { fax } : {}, ...email ? { email } : {} };
+  };
+  const located = (chosen, provider) => ({ address: chosen.street, city: chosen.city, state: chosen.state, zip: chosen.zip, ...contactFields(provider, chosen) });
   const savedPractice = practices.find((item) => item.id === practice), savedLocation = (profile?.locations ?? []).find((item) => item.id === location);
-  const savedKey = JSON.stringify([savedPractice?.name, savedPractice?.phone, savedPractice?.billingStreet, savedPractice?.billingCity, savedPractice?.billingState, savedPractice?.billingZip, savedLocation?.street, savedLocation?.city, savedLocation?.state, savedLocation?.zip, savedLocation?.contact]);
+  const savedKey = JSON.stringify([savedPractice?.name, savedPractice?.phone, savedPractice?.billingStreet, savedPractice?.billingCity, savedPractice?.billingState, savedPractice?.billingZip, contactOf(savedPractice), savedLocation?.street, savedLocation?.city, savedLocation?.state, savedLocation?.zip, savedLocation?.contact]);
   const appliedKey = useRef18(savedKey);
   useEffect20(() => {
     if (appliedKey.current === savedKey) return;
     appliedKey.current = savedKey;
     if (!savedPractice) return;
-    onChange({ ...value, name: savedPractice.name, phone: savedPractice.phone ?? "", address: savedPractice.billingStreet ?? "", city: savedPractice.billingCity ?? "", state: savedPractice.billingState ?? "", zip: savedPractice.billingZip ?? "", ...savedLocation ? located(savedLocation, savedPractice.phone) : {} });
+    onChange({ ...value, name: savedPractice.name, address: savedPractice.billingStreet ?? "", city: savedPractice.billingCity ?? "", state: savedPractice.billingState ?? "", zip: savedPractice.billingZip ?? "", ...contactFields(savedPractice), ...savedLocation ? located(savedLocation, savedPractice) : {} });
   }, [savedKey]);
   const [practiceQuery, setPracticeQuery] = useState23("");
   const [locationQuery, setLocationQuery] = useState23("");
@@ -12805,7 +12811,7 @@ function RfaPracticePicker({ profile, value, onChange, managePracticeHref, manag
     const primary = matching.filter((item) => item.isPrimary);
     const chosen = matching.length === 1 ? matching[0] : primary.length === 1 ? primary[0] : void 0;
     setLocation(chosen?.id ?? "");
-    onChange({ ...value, name: provider.name, phone: provider.phone ?? "", address: provider.billingStreet ?? "", city: provider.billingCity ?? "", state: provider.billingState ?? "", zip: provider.billingZip ?? "", ...chosen ? located(chosen, provider.phone) : {} });
+    onChange({ ...value, name: provider.name, address: provider.billingStreet ?? "", city: provider.billingCity ?? "", state: provider.billingState ?? "", zip: provider.billingZip ?? "", ...contactFields(provider), ...chosen ? located(chosen, provider) : {} });
   };
   const onlyPractice = practices.length === 1 && !practice && !value?.name?.trim() && !value?.address?.trim() ? practices[0].id : "";
   useEffect20(() => {
@@ -12829,7 +12835,7 @@ function RfaPracticePicker({ profile, value, onChange, managePracticeHref, manag
     setLocation(id);
     setLocationQuery("");
     onChosen?.();
-    onChange({ ...value, ...located(chosen, practices.find((item) => item.id === practice)?.phone) });
+    onChange({ ...value, ...located(chosen, practices.find((item) => item.id === practice)) });
   };
   const ADD = "__add__";
   return /* @__PURE__ */ jsxs36(Fragment21, { children: [
@@ -12935,29 +12941,42 @@ function RfaDiagnosisFields({ code, description, onChange, search, officialForm
     diagnosisDescription: nextDescriptions.some(Boolean) ? nextDescriptions.map((text3) => text3.replace(/;/g, ",").trim()).join("; ") : ""
   });
   const resolved = useRef19(/* @__PURE__ */ new Set());
-  const [resolving, setResolving] = useState24("");
-  const pending = officialForm && search ? codes2.find((item, index) => !descriptions2[index] && !resolved.current.has(item)) ?? "" : "";
+  const started = useRef19(/* @__PURE__ */ new Set());
+  const [, lookedUp] = useState24(0);
+  for (const known of [...started.current]) if (!codes2.includes(known)) {
+    started.current.delete(known);
+    resolved.current.delete(known);
+  }
+  const missing = officialForm && search ? codes2.filter((item, index) => !descriptions2[index] && !started.current.has(item)) : [];
   const latest = useRef19({ codes: codes2, descriptions: descriptions2, emit });
   latest.current = { codes: codes2, descriptions: descriptions2, emit };
+  const mounted = useRef19(true);
   useEffect21(() => {
-    if (!pending || !search) return;
-    resolved.current.add(pending);
-    let active = true;
-    setResolving(pending);
-    const same = (left, right) => left.replace(".", "").toUpperCase() === right.replace(".", "").toUpperCase();
-    void search(pending).then((items) => {
-      const match = items.find((item) => same(item.code, pending));
-      if (!active || !match) return;
-      const now = latest.current, at = now.codes.indexOf(pending);
-      if (at < 0) return;
-      now.emit(now.codes.map((item, index) => index === at ? match.code : item), now.descriptions.map((text3, index) => index === at ? match.description : text3));
-    }).catch(() => void 0).finally(() => {
-      if (active) setResolving("");
-    });
+    mounted.current = true;
     return () => {
-      active = false;
+      mounted.current = false;
     };
-  }, [pending, search]);
+  }, []);
+  const missingKey = missing.join("|");
+  useEffect21(() => {
+    if (!missing.length || !search) return;
+    const same = (left, right) => left.replace(".", "").toUpperCase() === right.replace(".", "").toUpperCase();
+    for (const wanted of missing) {
+      started.current.add(wanted);
+      void search(wanted).then((items) => {
+        const match = items.find((item) => same(item.code, wanted));
+        if (!mounted.current || !match) return;
+        const now = latest.current, at = now.codes.indexOf(wanted);
+        if (at < 0 || now.descriptions[at]) return;
+        const descriptions3 = now.descriptions.map((text3, index) => index === at ? match.description : text3);
+        latest.current = { ...now, descriptions: descriptions3 };
+        now.emit(now.codes, descriptions3);
+      }).catch(() => void 0).finally(() => {
+        resolved.current.add(wanted);
+        if (mounted.current) lookedUp((count) => count + 1);
+      });
+    }
+  }, [missingKey, search]);
   if (officialForm && search) {
     const typed = query.trim().toUpperCase(), known = results.some((item) => item.code.toUpperCase() === typed);
     const chosen = (value) => codes2.includes(value);
@@ -12970,6 +12989,7 @@ function RfaDiagnosisFields({ code, description, onChange, search, officialForm
       const item = results.find((item2) => item2.code === value);
       if (item) emit([...codes2, item.code], [...descriptions2, item.description]);
       else if (value.startsWith("entered:")) {
+        started.current.add(value.slice(8));
         resolved.current.add(value.slice(8));
         emit([...codes2, value.slice(8)], [...descriptions2, ""]);
       } else if (value.startsWith("saved:")) emit([...codes2, value.slice(6)], [...descriptions2, ""]);
@@ -12978,7 +12998,7 @@ function RfaDiagnosisFields({ code, description, onChange, search, officialForm
     return /* @__PURE__ */ jsx39("div", { className: "mbrfa-s6", children: /* @__PURE__ */ jsxs37(RfaPicker, { required: true, label: "ICD-10 Code", children: [
       codes2.length ? /* @__PURE__ */ jsx39("ul", { className: "mbrfa-dx-list", "aria-label": "Selected ICD-10 codes", children: codes2.map((item, index) => /* @__PURE__ */ jsxs37("li", { children: [
         /* @__PURE__ */ jsx39("strong", { children: item }),
-        descriptions2[index] || resolving === item || !resolved.current.has(item) ? /* @__PURE__ */ jsx39("span", { children: descriptions2[index] || "Looking up\u2026" }) : /* @__PURE__ */ jsx39("input", { required: true, "aria-label": `Diagnosis for ${item}`, maxLength: 400, placeholder: "Type the diagnosis for this code", defaultValue: "", onBlur: (event) => {
+        descriptions2[index] || !resolved.current.has(item) ? /* @__PURE__ */ jsx39("span", { children: descriptions2[index] || "Looking up\u2026" }) : /* @__PURE__ */ jsx39("input", { required: true, "aria-label": `Diagnosis for ${item}`, maxLength: 400, placeholder: "Type the diagnosis for this code", defaultValue: "", onBlur: (event) => {
           if (event.target.value.trim()) emit(codes2, descriptions2.map((text3, position) => position === index ? event.target.value : text3));
         } }),
         /* @__PURE__ */ jsx39("button", { type: "button", "aria-label": `Remove ${item}`, onClick: () => emit(codes2.filter((_, position) => position !== index), descriptions2.filter((_, position) => position !== index)), children: "\xD7" })
@@ -13378,7 +13398,7 @@ function validateRfaDraft(draft2) {
   }
   return null;
 }
-function RfaDraftForm({ initialDraft, identity, officialForm = false, formDetails, selectors, onEditPractice, onAddPractice, onEditLocation, treatmentTemplates, onSaveTreatmentTemplate, onManageTreatmentTemplates, managePracticeHref, manageLocationsHref, onRefreshProfile, profilePending = false, onReview, onPreview, searchClaimsAdministrators, getClaimsAdministratorDirectory, embedded = false, onSave, onBack, mode = "create", searchDiagnosisCodes, organizationProfile, savedDiagnosisCodes = [], supportingDocuments, disabled = false, ...appearance }) {
+function RfaDraftForm({ initialDraft, identity, officialForm = false, formDetails, selectors, onEditPractice, onAddPractice, onEditLocation, treatmentTemplates, onSaveTreatmentTemplate, onManageTreatmentTemplates, managePracticeHref, manageLocationsHref, onRefreshProfile, profilePending = false, onReview, onPreview, onPreviewDraft, searchClaimsAdministrators, getClaimsAdministratorDirectory, embedded = false, onSave, onBack, mode = "create", searchDiagnosisCodes, organizationProfile, savedDiagnosisCodes = [], supportingDocuments, disabled = false, ...appearance }) {
   const [savedDraft, setDraft] = useState28(() => normalizeRfaDraft(initialDraft));
   useEffect23(() => {
     if (identity) setDraft((current) => {
@@ -13455,6 +13475,20 @@ function RfaDraftForm({ initialDraft, identity, officialForm = false, formDetail
   const action = useDraftSave(async (value) => {
     await (intentRef.current === "preview" && onPreview ? onPreview : intentRef.current === "review" && onReview ? onReview : onSave)(value);
   }), locked = disabled || action.busy;
+  const [previewing, setPreviewing] = useState28(false);
+  const [previewError, setPreviewError] = useState28("");
+  const previewDraft = async () => {
+    if (!onPreviewDraft || previewing) return;
+    setPreviewing(true);
+    setPreviewError("");
+    try {
+      await onPreviewDraft(normalizeRfaDraft(draft2));
+    } catch {
+      setPreviewError("The preview could not be opened. Try again.");
+    } finally {
+      setPreviewing(false);
+    }
+  };
   const billingProviders = Array.isArray(organizationProfile?.billingProviders) ? organizationProfile.billingProviders : [];
   const locations = Array.isArray(organizationProfile?.locations) ? organizationProfile.locations : [];
   const update = (patch) => {
@@ -13634,9 +13668,10 @@ function RfaDraftForm({ initialDraft, identity, officialForm = false, formDetail
       saveError,
       /* @__PURE__ */ jsxs41("div", { className: "mbtd-actions", children: [
         onReview ? /* @__PURE__ */ jsx43("button", { type: "submit", className: "mbtd-primary", disabled: locked, onClick: () => chooseIntent("review"), children: action.busy && intent === "review" ? "Saving\u2026" : officialForm ? "Send" : "Review & submit" }) : null,
-        onPreview ? /* @__PURE__ */ jsx43("button", { type: "submit", disabled: locked, onClick: () => chooseIntent("preview"), children: action.busy && intent === "preview" ? "Preparing preview\u2026" : "Preview" }) : null,
+        onPreviewDraft ? /* @__PURE__ */ jsx43("button", { type: "button", disabled: locked || previewing, onClick: () => void previewDraft(), children: previewing ? "Preparing preview\u2026" : "Preview" }) : onPreview ? /* @__PURE__ */ jsx43("button", { type: "submit", disabled: locked, onClick: () => chooseIntent("preview"), children: action.busy && intent === "preview" ? "Preparing preview\u2026" : "Preview" }) : null,
         /* @__PURE__ */ jsx43("button", { type: "submit", className: onReview ? void 0 : "mbtd-primary", disabled: locked, onClick: () => chooseIntent("save"), children: action.busy && intent === "save" ? "Saving\u2026" : mode === "edit" ? "Save draft changes" : "Save draft" }),
-        /* @__PURE__ */ jsx43("p", { role: "status", children: action.message })
+        /* @__PURE__ */ jsx43("p", { role: "status", children: action.message }),
+        previewError ? /* @__PURE__ */ jsx43("p", { role: "alert", children: previewError }) : null
       ] })
     ] })
   ] });
@@ -14883,7 +14918,7 @@ function RfaDashboard({ sessionEndpoint, getSession, apiBaseUrl, fetch: fetchOve
   const identity = useMemo12(() => ({ client, signatureClient, key: key() }), [client, signatureClient]);
   return /* @__PURE__ */ jsx48(RfaDashboardContent, { ...props, ...patientId ? { patientId } : {}, ...claimId ? { claimId } : {}, ...renderingProviderId ? { renderingProviderId } : {}, client, signatureClient, options }, `${identity.key}:${patientId ?? ""}:${claimId ?? ""}:${renderingProviderId ?? ""}`);
 }
-function RfaDashboardContent({ client, signatureClient, options, patientId, claimId, renderingProviderId, initialDraft, initialView = "overview", initialDetailAction, initialOverviewView, initialStatus = "", initialAgingBucket = "", taskPresentation, taskQuery: taskQuery2, renderTaskIdentity, navigation, permissions = [], canCreateClaim = false, renderClaimSelector, renderProviderSelector, officialForm = false, managePracticeHref, onEditPractice, onAddPractice, onEditLocation, treatmentTemplates, onSaveTreatmentTemplate, onManageTreatmentTemplates, savedProfileChanges, manageLocationsHref, onPreviewRequest, canManageProviderSignatures = false, environment = "sandbox", actorReference, onCreated, onContinue, selectedRfaId, selectedTreatmentId, selectedResponseDocumentId: controlledResponseDocumentId, onSelectRfa, getRfaHref, getPatientHref, getClaimHref, getProviderHref, formPreviewUrl, hideBackButton = false, hideHeading = false, layout = "classic", ...appearance }) {
+function RfaDashboardContent({ client, signatureClient, options, patientId, claimId, renderingProviderId, initialDraft, initialView = "overview", initialDetailAction, initialOverviewView, initialStatus = "", initialAgingBucket = "", taskPresentation, taskQuery: taskQuery2, renderTaskIdentity, navigation, permissions = [], canCreateClaim = false, renderClaimSelector, renderProviderSelector, officialForm = false, managePracticeHref, onEditPractice, onAddPractice, onEditLocation, treatmentTemplates, onSaveTreatmentTemplate, onManageTreatmentTemplates, savedProfileChanges, manageLocationsHref, onPreviewRequest, onPreviewDraft, canManageProviderSignatures = false, environment = "sandbox", actorReference, onCreated, onContinue, selectedRfaId, selectedTreatmentId, selectedResponseDocumentId: controlledResponseDocumentId, onSelectRfa, getRfaHref, getPatientHref, getClaimHref, getProviderHref, formPreviewUrl, hideBackButton = false, hideHeading = false, layout = "classic", ...appearance }) {
   const active = useRef25(true);
   useEffect27(() => {
     active.current = true;
@@ -14899,7 +14934,7 @@ function RfaDashboardContent({ client, signatureClient, options, patientId, clai
     const merge = (current, saved) => saved?.length ? [...current.map((item) => saved.find((next) => next.id === item.id) ?? item), ...saved.filter((next) => !current.some((item) => item.id === next.id))] : current;
     setProfile((current) => current ? { ...current, billingProviders: merge(current.billingProviders, savedProfileChanges.billingProviders), locations: merge(current.locations, savedProfileChanges.locations) } : current);
   }, [savedProfileChanges]);
-  const draftFormProps = { officialForm, profilePending: !profile && !profileSettled, ...officialForm && (treatmentTemplates || onSaveTreatmentTemplate) ? { treatmentTemplates: treatmentTemplates ?? [], onSaveTreatmentTemplate, onManageTreatmentTemplates } : {}, ...onEditPractice ? { onEditPractice } : {}, ...onAddPractice ? { onAddPractice } : {}, ...onEditLocation ? { onEditLocation } : {}, ...managePracticeHref ? { managePracticeHref } : {}, ...manageLocationsHref ? { manageLocationsHref } : {}, onRefreshProfile: async () => {
+  const draftFormProps = { officialForm, profilePending: !profile && !profileSettled, ...onPreviewDraft ? { onPreviewDraft } : {}, ...officialForm && (treatmentTemplates || onSaveTreatmentTemplate) ? { treatmentTemplates: treatmentTemplates ?? [], onSaveTreatmentTemplate, onManageTreatmentTemplates } : {}, ...onEditPractice ? { onEditPractice } : {}, ...onAddPractice ? { onAddPractice } : {}, ...onEditLocation ? { onEditLocation } : {}, ...managePracticeHref ? { managePracticeHref } : {}, ...manageLocationsHref ? { manageLocationsHref } : {}, onRefreshProfile: async () => {
     const next = await createOrganizationClient4(options).getBillingProfile();
     if (active.current) setProfile(next);
   }, ...client.searchClaimsAdministrators ? { searchClaimsAdministrators: client.searchClaimsAdministrators } : {}, ...client.getClaimsAdministratorDirectory ? { getClaimsAdministratorDirectory: client.getClaimsAdministratorDirectory } : {}, searchDiagnosisCodes: references.searchDiagnosisCodes, ...profile ? { organizationProfile: profile } : {} };