Files
cyclone/src/pages/Reconciliation.tsx
T

231 lines
8.5 KiB
TypeScript

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 { PageHeader } from "@/components/PageHeader";
import { Button } from "@/components/ui/button";
import { cn } from "@/lib/utils";
import { RoleGate } from "@/auth/RoleGate";
/**
* 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.
*/
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-6 lg:space-y-8 animate-fade-in">
<PageHeader
eyebrow="Reconciliation"
title={<>Manual <span className="display italic text-muted-foreground">pairing</span></>}
/>
<div className="grid grid-cols-1 md: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-6 lg:space-y-8 animate-fade-in">
<PageHeader
eyebrow="Reconciliation"
title={<>Manual <span className="display italic text-muted-foreground">pairing</span></>}
/>
<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-6 lg:space-y-8 animate-fade-in">
<PageHeader
eyebrow="Reconciliation"
title={<>Manual <span className="display italic text-muted-foreground">pairing</span></>}
/>
<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) {
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-6 lg:space-y-8 animate-fade-in">
<PageHeader
eyebrow="Reconciliation"
title={<>Manual <span className="display italic text-muted-foreground">pairing</span></>}
subtitle="Pick one claim and one remittance, then match them."
/>
<div className="grid grid-cols-1 md:grid-cols-2 gap-4">
{/* Claims column */}
<div className="surface-2 rounded-xl p-4 space-y-2">
<h2 className="eyebrow flex items-center justify-between">
Unmatched claims
<span className="mono text-[10.5px] text-foreground/80">{claims.length}</span>
</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 min-h-[44px] rounded-md border transition-colors text-left",
active
? "border-accent bg-accent/10 ring-1 ring-inset ring-accent/30"
: "border-border/60 hover:border-border hover:bg-muted/30"
)}
>
<div className="display mono text-[13px]">{c.id}</div>
<div className="text-[12px] text-muted-foreground">
{c.patientName}
</div>
<div className="mono text-[11px] text-muted-foreground mt-0.5">
{c.serviceDate ?? "—"} · ${c.billedAmount.toFixed(2)} · NPI{" "}
{c.providerNpi ?? "—"}
</div>
</button>
);
})}
</div>
</div>
{/* Remits column */}
<div className="surface-2 rounded-xl p-4 space-y-2">
<h2 className="eyebrow flex items-center justify-between">
Unmatched remits
<span className="mono text-[10.5px] text-foreground/80">{remittances.length}</span>
</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 min-h-[44px] rounded-md border transition-colors text-left",
active
? "border-accent bg-accent/10 ring-1 ring-inset ring-accent/30"
: "border-border/60 hover:border-border hover:bg-muted/30"
)}
>
<div className="mono text-[13px] flex items-center gap-2">
{r.payerClaimControlNumber}
{r.isReversal ? (
<span className="text-[10px] text-warning uppercase tracking-wider">
Reversal
</span>
) : null}
</div>
<div className="mono text-[11px] text-muted-foreground mt-0.5">
Status {r.status} · ${r.paidAmount.toFixed(2)} paid · $
{r.adjustmentAmount.toFixed(2)} adj
</div>
</button>
);
})}
</div>
</div>
</div>
<div className="flex items-center gap-2 flex-wrap">
{/* Match selected is the only true write affordance on this
page — it transitions a claim from "submitted" /
"rejected" to "paid" / "partial" / "denied" / "received"
via `record_manual_match`. Viewers can still pick rows
and see the selection chrome, but the button itself is
disabled + tooltip-explained for them. */}
<RoleGate allow={["admin", "user"]}>
<Button
onClick={handleMatch}
disabled={!selectedClaim || !selectedRemit || match.isPending}
className="min-h-[44px] sm:min-h-0"
>
<GitMerge className="h-3.5 w-3.5 mr-1.5" />
Match selected
</Button>
</RoleGate>
<Button
variant="outline"
onClick={handleClear}
disabled={(!selectedClaim && !selectedRemit) || match.isPending}
className="min-h-[44px] sm:min-h-0"
>
<X className="h-3.5 w-3.5 mr-1.5" />
Clear selection
</Button>
{selectedClaim || selectedRemit ? (
<span className="text-[11.5px] text-muted-foreground sm:ml-2 basis-full sm:basis-auto mono">
{selectedClaim ? `Claim ${selectedClaim}` : "No claim"}
{" · "}
{selectedRemit ? `Remit ${selectedRemit}` : "No remit"}
</span>
) : null}
</div>
</div>
);
}