feat(finance): clinic submits, lab confirms — payment approval flow
A payment recorded by the lab itself is self-evident (the lab knows it
got paid). One recorded by the clinic is just a claim until the lab
agrees. Added a status field to enforce that distinction so labs can
approve payments per-clinic instead of trusting whatever the clinic
typed in.
DB
- payments.status enum (pending | confirmed | rejected, default
confirmed). Existing rows keep the default and continue to be
counted in balances.
Server
- recordPaymentAction now stamps status='pending' when the caller is a
clinic and 'confirmed' when the caller is a lab. A clinic submission
pings the lab via createNotification so it surfaces on the
notifications bell as well as on /finance.
- confirmPaymentAction (lab only): flips a pending row to confirmed
after verifying the lab is the counterpart. Notifies the clinic on
success.
- rejectPaymentAction (lab only): flips to rejected, notifies the
clinic. Rejected rows stay visible for audit but never count toward
the balance.
Queries
- listIncomingPayments(tenantId) — payments where this tenant is the
counterpart (the other side recorded them). Paired with listPayments
we now see the same physical payment from either ledger.
- computeBalancesByCounterpart upgraded to handle both shapes via an
inflowFor() helper that normalises 'who got the money'. Only
confirmed rows reduce the open balance.
- filterPendingForConfirmation() returns the lab-side approval queue,
sorted newest-first.
UI
- /finance loads own + incoming payments, dedupes by $id, then feeds
the merged list to balance/pending helpers.
- New PendingPaymentsCard sits above the balances table on the lab
side. Per-row: clinic name, amount, date, method, note, plus inline
Onayla / Reddet buttons. Empty state hides the whole card.
- Confirm + reject use the same router.refresh pattern as the rest of
the action panels so the queue and the balances both update without
a manual reload.
This commit is contained in:
kovakmedya
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"use client";
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import { useActionState, useEffect } from "react";
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import { useRouter } from "next/navigation";
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import { Check, Loader2, X } from "lucide-react";
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import { toast } from "sonner";
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import { Badge } from "@/components/ui/badge";
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import { Button } from "@/components/ui/button";
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import { Card, CardContent, CardDescription, CardHeader, CardTitle } from "@/components/ui/card";
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import {
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confirmPaymentAction,
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rejectPaymentAction,
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} from "@/lib/appwrite/payment-actions";
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import {
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PAYMENT_METHOD_LABELS,
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initialPaymentActionState,
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} from "@/lib/appwrite/payment-types";
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import type { Payment } from "@/lib/appwrite/schema";
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const dateFormatter = new Intl.DateTimeFormat("tr-TR", {
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day: "2-digit",
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month: "2-digit",
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year: "numeric",
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});
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function formatMoney(amount: number, currency: string): string {
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try {
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return new Intl.NumberFormat("tr-TR", { style: "currency", currency }).format(amount);
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} catch {
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return `${amount.toFixed(2)} ${currency}`;
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}
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}
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export function PendingPaymentsCard({
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rows,
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counterpartNames,
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}: {
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rows: Payment[];
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counterpartNames: Record<string, string>;
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}) {
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if (rows.length === 0) return null;
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return (
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<Card className="border-amber-300/50 dark:border-amber-500/30">
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<CardHeader>
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<CardTitle>Onay Bekleyen Ödemeler</CardTitle>
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<CardDescription>
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Klinikler aşağıdaki ödemeleri yaptıklarını bildirdi. Onayladığınızda
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açık bakiyeden düşülür.
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</CardDescription>
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</CardHeader>
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<CardContent>
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<ul className="divide-y rounded-md border">
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{rows.map((p) => (
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<PendingRow
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key={p.$id}
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payment={p}
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counterpartName={counterpartNames[p.tenantId] ?? "—"}
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/>
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))}
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</ul>
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</CardContent>
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</Card>
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);
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}
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function PendingRow({
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payment,
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counterpartName,
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}: {
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payment: Payment;
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counterpartName: string;
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}) {
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const router = useRouter();
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const [confirmState, confirmAction, confirmPending] = useActionState(
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confirmPaymentAction,
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initialPaymentActionState,
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);
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const [rejectState, rejectAction, rejectPending] = useActionState(
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rejectPaymentAction,
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initialPaymentActionState,
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);
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useEffect(() => {
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if (confirmState.ok) {
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toast.success("Ödeme onaylandı.");
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router.refresh();
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} else if (confirmState.error) {
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toast.error(confirmState.error);
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}
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}, [confirmState, router]);
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useEffect(() => {
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if (rejectState.ok) {
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toast.success("Ödeme reddedildi.");
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router.refresh();
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} else if (rejectState.error) {
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toast.error(rejectState.error);
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}
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}, [rejectState, router]);
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const busy = confirmPending || rejectPending;
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return (
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<li className="flex flex-wrap items-center gap-3 px-3 py-3">
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<div className="min-w-0 flex-1">
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<p className="truncate font-medium">{counterpartName}</p>
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<p className="text-muted-foreground text-xs">
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{dateFormatter.format(new Date(payment.paymentDate))}
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{payment.method && (
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<> · {PAYMENT_METHOD_LABELS[payment.method] ?? payment.method}</>
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)}
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{payment.notes && <> · {payment.notes}</>}
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</p>
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</div>
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<div className="text-right">
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<p className="text-base font-semibold tabular-nums">
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{formatMoney(payment.amount, payment.currency)}
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</p>
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<Badge variant="outline" className="text-amber-600 dark:text-amber-400">
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Onay bekliyor
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</Badge>
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</div>
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<div className="flex gap-2">
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<form action={confirmAction}>
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<input type="hidden" name="id" value={payment.$id} />
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<Button type="submit" size="sm" disabled={busy}>
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{confirmPending ? <Loader2 className="size-4 animate-spin" /> : <Check className="size-4" />}
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Onayla
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</Button>
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</form>
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<form action={rejectAction}>
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<input type="hidden" name="id" value={payment.$id} />
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<Button type="submit" size="sm" variant="outline" disabled={busy}>
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{rejectPending ? <Loader2 className="size-4 animate-spin" /> : <X className="size-4" />}
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Reddet
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</Button>
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</form>
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</div>
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</li>
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);
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}
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