feat(frontend): /reconciliation page with two-column matching UI

2026-06-20 00:08:39 -06:00
parent 5a5f611c2f
commit 1de6e2e60b
3 changed files with 396 additions and 0 deletions
@@ -7,6 +7,7 @@ import { Remittances } from "@/pages/Remittances";
 import { Providers } from "@/pages/Providers";
 import { ActivityLog } from "@/pages/ActivityLog";
 import { Upload } from "@/pages/Upload";
+import { ReconciliationPage } from "@/pages/Reconciliation";

 function NotFound() {
  return (
@@ -28,6 +29,7 @@ export default function App() {
          <Route path="providers" element={<Providers />} />
          <Route path="activity" element={<ActivityLog />} />
          <Route path="upload" element={<Upload />} />
+          <Route path="reconciliation" element={<ReconciliationPage />} />
          <Route path="*" element={<NotFound />} />
        </Route>
      </Routes>
@@ -0,0 +1,150 @@
+// @vitest-environment happy-dom
+// Tell React this is an `act`-aware test environment so react-query's
+// internal state updates flush through without noisy console warnings.
+(globalThis as { IS_REACT_ACT_ENVIRONMENT?: boolean }).IS_REACT_ACT_ENVIRONMENT =
+  true;
+
+import React, { act } from "react";
+import { createRoot, type Root } from "react-dom/client";
+import { describe, expect, it, vi, beforeEach } from "vitest";
+import { QueryClient, QueryClientProvider } from "@tanstack/react-query";
+import { ReconciliationPage } from "./Reconciliation";
+import { api } from "@/lib/api";
+
+// Module-level mock: vitest hoists `vi.mock` calls above imports. Only the
+// methods this page touches need to be stubbed; ApiError is re-exported so
+// the page can branch on .status in its catch handler.
+vi.mock("@/lib/api", () => ({
+  api: {
+    listUnmatched: vi.fn(),
+    matchRemit: vi.fn(),
+    unmatchClaim: vi.fn(),
+  },
+  ApiError: class ApiError extends Error {
+    constructor(public status: number, message: string) {
+      super(message);
+    }
+  },
+}));
+
+/**
+ * Minimal `render` helper using react-dom/client + act(). Mirrors the
+ * `renderHook` helper in `useReconciliation.test.ts` — see that file's
+ * comment for the rationale (project doesn't ship a DOM test library
+ * yet, and adding one just for these tests would inflate the dev-deps
+ * tree). Returns the rendered container so tests can assert against
+ * the live DOM via `container.textContent`.
+ */
+function renderIntoContainer(element: React.ReactElement): {
+  container: HTMLDivElement;
+  unmount: () => void;
+} {
+  const container = document.createElement("div");
+  document.body.appendChild(container);
+  const qc = new QueryClient({ defaultOptions: { queries: { retry: false } } });
+
+  const root: Root = createRoot(container);
+  act(() => {
+    root.render(
+      React.createElement(
+        QueryClientProvider,
+        { client: qc },
+        element
+      )
+    );
+  });
+
+  return {
+    container,
+    unmount: () => {
+      act(() => root.unmount());
+      container.remove();
+    },
+  };
+}
+
+/**
+ * Flush microtasks + react state updates until the predicate holds or we
+ * time out. react-query's fetch resolves asynchronously, so we have to
+ * await a tick before the rendered DOM reflects the mocked data.
+ */
+async function waitForText(
+  text: string,
+  timeoutMs = 2000
+): Promise<void> {
+  const start = Date.now();
+  while (!document.body.textContent?.includes(text)) {
+    if (Date.now() - start > timeoutMs) {
+      throw new Error(`waitForText: "${text}" did not appear within ${timeoutMs}ms`);
+    }
+    await act(async () => {
+      await Promise.resolve();
+    });
+  }
+}
+
+describe("ReconciliationPage", () => {
+  beforeEach(() => {
+    vi.clearAllMocks();
+  });
+
+  it("renders both columns with unmatched rows when api returns data", async () => {
+    (
+      api.listUnmatched as unknown as ReturnType<typeof vi.fn>
+    ).mockResolvedValue({
+      claims: [
+        {
+          id: "CLM-1",
+          patientControlNumber: "PCN-A",
+          serviceDate: "2026-06-01",
+          chargeAmount: 100,
+          providerNpi: "1234567890",
+          payerId: "P1",
+          state: "submitted",
+        },
+      ],
+      remittances: [
+        {
+          id: "CLP-1:b1",
+          payerClaimControlNumber: "PCN-A",
+          statusCode: "1",
+          totalCharge: 100,
+          totalPaid: 100,
+          adjustmentAmount: 0,
+          serviceDate: "2026-06-01",
+          isReversal: false,
+          batchId: "b1",
+        },
+      ],
+    });
+
+    const { unmount } = renderIntoContainer(
+      React.createElement(ReconciliationPage)
+    );
+    await waitForText("CLM-1");
+
+    // Both column headings + both rows should be present.
+    expect(document.body.textContent).toContain("CLM-1");
+    expect(document.body.textContent).toContain("PCN-A");
+    expect(document.body.textContent).toContain("Unmatched claims");
+    expect(document.body.textContent).toContain("Unmatched remits");
+    unmount();
+  });
+
+  it("renders the empty state when nothing is unmatched", async () => {
+    (
+      api.listUnmatched as unknown as ReturnType<typeof vi.fn>
+    ).mockResolvedValue({ claims: [], remittances: [] });
+
+    const { unmount } = renderIntoContainer(
+      React.createElement(ReconciliationPage)
+    );
+    await waitForText("nothing pending");
+
+    expect(document.body.textContent).toContain("Reconciliation · nothing pending");
+    expect(document.body.textContent).toContain("Every claim and remittance is paired.");
+    // No two-column selection chrome should render.
+    expect(document.body.textContent).not.toContain("Unmatched claims (");
+    unmount();
+  });
+});
@@ -0,0 +1,244 @@
+import { useState } from "react";
+import { GitMerge, CircleDashed, X } from "lucide-react";
+import { toast } from "sonner";
+import { useReconciliation } from "@/hooks/useReconciliation";
+import { ApiError } from "@/lib/api";
+import { Skeleton } from "@/components/ui/skeleton";
+import { EmptyState } from "@/components/ui/empty-state";
+import { ErrorState } from "@/components/ui/error-state";
+import { Button } from "@/components/ui/button";
+import { cn } from "@/lib/utils";
+
+/**
+ * Two-column manual reconciliation surface. The operator picks one row from
+ * the claims column, one from the remits column, then clicks "Match
+ * selected" to POST /api/reconciliation/match. The hook's invalidation
+ * cascade refreshes the unmatched bucket + claims + remits + activity feeds
+ * on success.
+ *
+ * Loading / error / empty states each early-return so the two-column
+ * selection JSX stays readable and doesn't have to defensively check
+ * `unmatched.data` everywhere.
+ */
+export function ReconciliationPage() {
+  const { unmatched, match } = useReconciliation();
+  const [selectedClaim, setSelectedClaim] = useState<string | null>(null);
+  const [selectedRemit, setSelectedRemit] = useState<string | null>(null);
+
+  if (unmatched.isLoading) {
+    return (
+      <div className="space-y-8 animate-fade-in">
+        <header>
+          <div className="text-[10.5px] font-semibold uppercase tracking-[0.18em] text-muted-foreground mb-2 flex items-center gap-2">
+            <span className="inline-block h-px w-6 bg-border" />
+            Reconciliation
+          </div>
+          <h1 className="text-[22px] font-semibold tracking-tight">
+            Manual pairing
+          </h1>
+        </header>
+        <div className="grid grid-cols-2 gap-4">
+          <Skeleton variant="default" height={320} />
+          <Skeleton variant="default" height={320} />
+        </div>
+      </div>
+    );
+  }
+
+  if (unmatched.isError) {
+    const detail =
+      unmatched.error instanceof Error
+        ? unmatched.error.message
+        : String(unmatched.error);
+    return (
+      <div className="space-y-8 animate-fade-in">
+        <header>
+          <div className="text-[10.5px] font-semibold uppercase tracking-[0.18em] text-muted-foreground mb-2 flex items-center gap-2">
+            <span className="inline-block h-px w-6 bg-border" />
+            Reconciliation
+          </div>
+          <h1 className="text-[22px] font-semibold tracking-tight">
+            Manual pairing
+          </h1>
+        </header>
+        <ErrorState
+          message="Couldn't load unmatched claims and remittances."
+          detail={detail}
+          onRetry={() => unmatched.refetch()}
+        />
+      </div>
+    );
+  }
+
+  const { claims, remittances } = unmatched.data ?? {
+    claims: [],
+    remittances: [],
+  };
+  const empty = claims.length === 0 && remittances.length === 0;
+
+  if (empty) {
+    return (
+      <div className="space-y-8 animate-fade-in">
+        <header>
+          <div className="text-[10.5px] font-semibold uppercase tracking-[0.18em] text-muted-foreground mb-2 flex items-center gap-2">
+            <span className="inline-block h-px w-6 bg-border" />
+            Reconciliation
+          </div>
+          <h1 className="text-[22px] font-semibold tracking-tight">
+            Manual pairing
+          </h1>
+        </header>
+        <div className="surface rounded-xl">
+          <EmptyState
+            icon={<CircleDashed className="h-4 w-4" strokeWidth={1.5} />}
+            eyebrow="Reconciliation · nothing pending"
+            message="Every claim and remittance is paired."
+          />
+        </div>
+      </div>
+    );
+  }
+
+  const handleMatch = async () => {
+    if (!selectedClaim || !selectedRemit) return;
+    try {
+      await match.mutateAsync({ claimId: selectedClaim, remitId: selectedRemit });
+      toast.success(`Matched ${selectedClaim} ↔ ${selectedRemit}`);
+      setSelectedClaim(null);
+      setSelectedRemit(null);
+    } catch (e) {
+      // ApiError carries the HTTP status; 409 is the backend's "already
+      // matched" signal, so surface a friendlier message than the raw body.
+      const msg =
+        e instanceof ApiError && e.status === 409
+          ? "Already matched — view the existing match."
+          : e instanceof Error
+            ? e.message
+            : String(e);
+      toast.error(msg);
+    }
+  };
+
+  const handleClear = () => {
+    setSelectedClaim(null);
+    setSelectedRemit(null);
+  };
+
+  return (
+    <div className="space-y-8 animate-fade-in">
+      <header>
+        <div className="text-[10.5px] font-semibold uppercase tracking-[0.18em] text-muted-foreground mb-2 flex items-center gap-2">
+          <span className="inline-block h-px w-6 bg-border" />
+          Reconciliation
+        </div>
+        <h1 className="text-[22px] font-semibold tracking-tight">
+          Manual pairing
+        </h1>
+        <p className="text-muted-foreground mt-1.5 text-[14px]">
+          Pick one claim and one remittance, then match them.
+        </p>
+      </header>
+
+      <div className="grid grid-cols-2 gap-4">
+        {/* Claims column */}
+        <div className="surface rounded-xl border border-border/60 p-4 space-y-2">
+          <h2 className="text-[10.5px] font-semibold uppercase tracking-[0.18em] text-muted-foreground">
+            Unmatched claims ({claims.length})
+          </h2>
+          <div className="space-y-2">
+            {claims.map((c) => {
+              const active = selectedClaim === c.id;
+              return (
+                <button
+                  key={c.id}
+                  type="button"
+                  onClick={() => setSelectedClaim(c.id)}
+                  aria-pressed={active}
+                  className={cn(
+                    "w-full text-left p-3 rounded-md border transition-colors",
+                    active
+                      ? "border-accent bg-accent/5"
+                      : "border-border/60 hover:border-border"
+                  )}
+                >
+                  <div className="display num text-sm">{c.id}</div>
+                  <div className="font-mono text-xs text-muted-foreground">
+                    {c.patientControlNumber}
+                  </div>
+                  <div className="text-xs text-muted-foreground mt-0.5">
+                    {c.serviceDate ?? "—"} · ${c.chargeAmount.toFixed(2)} · NPI{" "}
+                    {c.providerNpi ?? "—"}
+                  </div>
+                </button>
+              );
+            })}
+          </div>
+        </div>
+
+        {/* Remits column */}
+        <div className="surface rounded-xl border border-border/60 p-4 space-y-2">
+          <h2 className="text-[10.5px] font-semibold uppercase tracking-[0.18em] text-muted-foreground">
+            Unmatched remits ({remittances.length})
+          </h2>
+          <div className="space-y-2">
+            {remittances.map((r) => {
+              const active = selectedRemit === r.id;
+              return (
+                <button
+                  key={r.id}
+                  type="button"
+                  onClick={() => setSelectedRemit(r.id)}
+                  aria-pressed={active}
+                  className={cn(
+                    "w-full text-left p-3 rounded-md border transition-colors",
+                    active
+                      ? "border-accent bg-accent/5"
+                      : "border-border/60 hover:border-border"
+                  )}
+                >
+                  <div className="font-mono text-sm flex items-center gap-2">
+                    {r.payerClaimControlNumber}
+                    {r.isReversal ? (
+                      <span className="text-[10px] text-warning uppercase tracking-wider">
+                        Reversal
+                      </span>
+                    ) : null}
+                  </div>
+                  <div className="text-xs text-muted-foreground mt-0.5">
+                    Status {r.statusCode} · ${r.totalPaid.toFixed(2)} paid · $
+                    {r.adjustmentAmount.toFixed(2)} adj
+                  </div>
+                </button>
+              );
+            })}
+          </div>
+        </div>
+      </div>
+
+      <div className="flex items-center gap-2">
+        <Button
+          onClick={handleMatch}
+          disabled={!selectedClaim || !selectedRemit || match.isPending}
+        >
+          <GitMerge className="h-3.5 w-3.5 mr-1.5" />
+          Match selected
+        </Button>
+        <Button
+          variant="outline"
+          onClick={handleClear}
+          disabled={(!selectedClaim && !selectedRemit) || match.isPending}
+        >
+          <X className="h-3.5 w-3.5 mr-1.5" />
+          Clear selection
+        </Button>
+        {selectedClaim || selectedRemit ? (
+          <span className="text-xs text-muted-foreground ml-2">
+            {selectedClaim ? `Claim ${selectedClaim}` : "No claim"}
+            {" · "}
+            {selectedRemit ? `Remit ${selectedRemit}` : "No remit"}
+          </span>
+        ) : null}
+      </div>
+    </div>
+  );
+}