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.

src/app/(dashboard)/finance/components/pending-payments-card.tsx

@@ -0,0 +1,142 @@
+"use client";
+
+import { useActionState, useEffect } from "react";
+import { useRouter } from "next/navigation";
+import { Check, Loader2, X } from "lucide-react";
+import { toast } from "sonner";
+
+import { Badge } from "@/components/ui/badge";
+import { Button } from "@/components/ui/button";
+import { Card, CardContent, CardDescription, CardHeader, CardTitle } from "@/components/ui/card";
+import {
+  confirmPaymentAction,
+  rejectPaymentAction,
+} from "@/lib/appwrite/payment-actions";
+import {
+  PAYMENT_METHOD_LABELS,
+  initialPaymentActionState,
+} from "@/lib/appwrite/payment-types";
+import type { Payment } from "@/lib/appwrite/schema";
+
+const dateFormatter = new Intl.DateTimeFormat("tr-TR", {
+  day: "2-digit",
+  month: "2-digit",
+  year: "numeric",
+});
+
+function formatMoney(amount: number, currency: string): string {
+  try {
+    return new Intl.NumberFormat("tr-TR", { style: "currency", currency }).format(amount);
+  } catch {
+    return `${amount.toFixed(2)} ${currency}`;
+  }
+}
+
+export function PendingPaymentsCard({
+  rows,
+  counterpartNames,
+}: {
+  rows: Payment[];
+  counterpartNames: Record<string, string>;
+}) {
+  if (rows.length === 0) return null;
+  return (
+    <Card className="border-amber-300/50 dark:border-amber-500/30">
+      <CardHeader>
+        <CardTitle>Onay Bekleyen Ödemeler</CardTitle>
+        <CardDescription>
+          Klinikler aşağıdaki ödemeleri yaptıklarını bildirdi. Onayladığınızda
+          açık bakiyeden düşülür.
+        </CardDescription>
+      </CardHeader>
+      <CardContent>
+        <ul className="divide-y rounded-md border">
+          {rows.map((p) => (
+            <PendingRow
+              key={p.$id}
+              payment={p}
+              counterpartName={counterpartNames[p.tenantId] ?? "—"}
+            />
+          ))}
+        </ul>
+      </CardContent>
+    </Card>
+  );
+}
+
+function PendingRow({
+  payment,
+  counterpartName,
+}: {
+  payment: Payment;
+  counterpartName: string;
+}) {
+  const router = useRouter();
+  const [confirmState, confirmAction, confirmPending] = useActionState(
+    confirmPaymentAction,
+    initialPaymentActionState,
+  );
+  const [rejectState, rejectAction, rejectPending] = useActionState(
+    rejectPaymentAction,
+    initialPaymentActionState,
+  );
+
+  useEffect(() => {
+    if (confirmState.ok) {
+      toast.success("Ödeme onaylandı.");
+      router.refresh();
+    } else if (confirmState.error) {
+      toast.error(confirmState.error);
+    }
+  }, [confirmState, router]);
+
+  useEffect(() => {
+    if (rejectState.ok) {
+      toast.success("Ödeme reddedildi.");
+      router.refresh();
+    } else if (rejectState.error) {
+      toast.error(rejectState.error);
+    }
+  }, [rejectState, router]);
+
+  const busy = confirmPending || rejectPending;
+
+  return (
+    <li className="flex flex-wrap items-center gap-3 px-3 py-3">
+      <div className="min-w-0 flex-1">
+        <p className="truncate font-medium">{counterpartName}</p>
+        <p className="text-muted-foreground text-xs">
+          {dateFormatter.format(new Date(payment.paymentDate))}
+          {payment.method && (
+            <> · {PAYMENT_METHOD_LABELS[payment.method] ?? payment.method}</>
+          )}
+          {payment.notes && <> · {payment.notes}</>}
+        </p>
+      </div>
+      <div className="text-right">
+        <p className="text-base font-semibold tabular-nums">
+          {formatMoney(payment.amount, payment.currency)}
+        </p>
+        <Badge variant="outline" className="text-amber-600 dark:text-amber-400">
+          Onay bekliyor
+        </Badge>
+      </div>
+      <div className="flex gap-2">
+        <form action={confirmAction}>
+          <input type="hidden" name="id" value={payment.$id} />
+          <Button type="submit" size="sm" disabled={busy}>
+            {confirmPending ? <Loader2 className="size-4 animate-spin" /> : <Check className="size-4" />}
+            Onayla
+          </Button>
+        </form>
+        <form action={rejectAction}>
+          <input type="hidden" name="id" value={payment.$id} />
+          <Button type="submit" size="sm" variant="outline" disabled={busy}>
+            {rejectPending ? <Loader2 className="size-4 animate-spin" /> : <X className="size-4" />}
+            Reddet
+          </Button>
+        </form>
+      </div>
+    </li>
+  );
+}

src/app/(dashboard)/finance/page.tsx

@@ -5,11 +5,14 @@ import { listApprovedConnections } from "@/lib/appwrite/connection-queries";
 import { listFinanceEntries, summarizeFinance } from "@/lib/appwrite/finance-queries";
 import {
   computeBalancesByCounterpart,
+  filterPendingForConfirmation,
+  listIncomingPayments,
   listPayments,
 } from "@/lib/appwrite/payment-queries";
 import { requireTenant } from "@/lib/appwrite/tenant-guard";
 import { BalancesCard } from "./components/balances-card";
 import { FinanceTable } from "./components/finance-table";
+import { PendingPaymentsCard } from "./components/pending-payments-card";
 
 export const metadata = {
   title: "DLS — Finans",
@@ -33,26 +36,46 @@ export default async function FinancePage() {
   if (!ctx.kind) redirect("/onboarding");
   const kind = ctx.kind;
 
-  const [entries, payments, connections] = await Promise.all([
+  const [entries, ownPayments, incomingPayments, connections] = await Promise.all([
     listFinanceEntries(ctx.tenantId),
     listPayments(ctx.tenantId),
+    listIncomingPayments(ctx.tenantId),
     listApprovedConnections(ctx.tenantId),
   ]);
 
+  // Same physical payment can show up in both lists for the same tenant in
+  // pathological cases; dedupe by $id to be safe.
+  const seenIds = new Set<string>();
+  const payments = [...ownPayments, ...incomingPayments].filter((p) =>
+    seenIds.has(p.$id) ? false : (seenIds.add(p.$id), true),
+  );
+
   const stats = summarizeFinance(entries);
   const isLab = kind === "lab";
   const defaultCurrency = ctx.settings?.defaultCurrency ?? "TRY";
 
-  const balances = computeBalancesByCounterpart({ kind, entries, payments });
+  const balances = computeBalancesByCounterpart({
+    kind,
+    selfTenantId: ctx.tenantId,
+    entries,
+    payments,
+  });
+  const pendingForApproval = filterPendingForConfirmation(payments, ctx.tenantId, kind);
+
   const counterpartNames: Record<string, string> = {};
   for (const c of connections) {
     const id = isLab ? c.clinicTenantId : c.labTenantId;
     counterpartNames[id] = c.counterpart?.companyName ?? "—";
   }
 
-  const totalPaid = payments
+  const totalPaid = payments.reduce((sum, p) => {
-    .filter((p) => p.direction === (isLab ? "inflow" : "outflow"))
+    if (p.status && p.status !== "confirmed") return sum;
-    .reduce((sum, p) => sum + p.amount, 0);
+    const ownInflow = p.tenantId === ctx.tenantId && p.direction === (isLab ? "inflow" : "outflow");
+    const incoming =
+      p.counterpartTenantId === ctx.tenantId &&
+      p.direction === (isLab ? "outflow" : "inflow");
+    return sum + (ownInflow || incoming ? p.amount : 0);
+  }, 0);
   const totalOpen = balances.reduce(
     (sum, b) => sum + (b.open > 0 ? b.open : 0),
     0,
@@ -92,6 +115,8 @@ export default async function FinancePage() {
         />
       </div>
 
+      <PendingPaymentsCard rows={pendingForApproval} counterpartNames={counterpartNames} />
+
       <BalancesCard
         balances={balances}
         counterpartNames={counterpartNames}

src/lib/appwrite/payment-actions.ts

@@ -5,6 +5,7 @@ import { AppwriteException, ID, Permission, Query, Role } from "node-appwrite";
 import { z } from "zod";
 
 import { logAudit } from "./audit";
+import { createNotification } from "./notification-helpers";
 import {
   DATABASE_ID,
   TABLES,
@@ -114,6 +115,11 @@ export async function recordPaymentAction(
     };
   }
 
+  // Lab-recorded payments are self-confirmed (the lab knows it received
+  // the money). Clinic-recorded payments enter as pending and require the
+  // lab to confirm before they're counted in the open balance.
+  const status = ctx.kind === "lab" ? "confirmed" : "pending";
+
   try {
     const created = await tablesDB.createRow(
       DATABASE_ID,
@@ -128,6 +134,7 @@ export async function recordPaymentAction(
         paymentDate: parsed.data.paymentDate,
         method: parsed.data.method,
         notes: parsed.data.notes,
+        status,
         recordedBy: ctx.user.id,
       },
       paymentPermissions(ctx.tenantId, parsed.data.counterpartTenantId),
@@ -142,8 +149,16 @@ export async function recordPaymentAction(
         direction,
         amount: parsed.data.amount,
         counterpartTenantId: parsed.data.counterpartTenantId,
+        status,
       },
     });
+    // Notify the lab when a clinic submits a payment for approval.
+    if (status === "pending") {
+      void createNotification({
+        tenantId: parsed.data.counterpartTenantId,
+        message: `Yeni ödeme bildirimi: ${parsed.data.amount.toLocaleString("tr-TR")} ${parsed.data.currency} — onayınızı bekliyor.`,
+      });
+    }
   } catch (e) {
     return { ok: false, error: appwriteError(e, "Ödeme kaydedilemedi.") };
   }
@@ -152,6 +167,118 @@ export async function recordPaymentAction(
   return { ok: true };
 }
 
+/**
+ * Lab confirms a payment the clinic claimed to have made. The row stays
+ * with the clinic as the recorder (tenantId), only its status flips so
+ * the balance computation starts counting it.
+ */
+export async function confirmPaymentAction(
+  _prev: PaymentActionState,
+  formData: FormData,
+): Promise<PaymentActionState> {
+  const id = String(formData.get("id") ?? "").trim();
+  if (!id) return { ok: false, error: "Ödeme kaydı bulunamadı." };
+
+  let ctx;
+  try {
+    ctx = await requireTenant();
+    requireRole(ctx, ["owner", "admin"]);
+  } catch {
+    return { ok: false, error: "Yetkiniz yok." };
+  }
+  if (ctx.kind !== "lab") {
+    return { ok: false, error: "Onayı yalnızca laboratuvar verebilir." };
+  }
+
+  try {
+    const { tablesDB } = createAdminClient();
+    const row = (await tablesDB.getRow(
+      DATABASE_ID,
+      TABLES.payments,
+      id,
+    )) as unknown as Payment;
+    // Lab can only confirm payments where IT is the counterpart and the
+    // clinic was the recorder. Anything else is a permission error.
+    if (row.counterpartTenantId !== ctx.tenantId) {
+      return { ok: false, error: "Bu ödeme size ait değil." };
+    }
+    if (row.status === "confirmed") {
+      return { ok: true };
+    }
+    await tablesDB.updateRow(DATABASE_ID, TABLES.payments, id, {
+      status: "confirmed",
+    });
+    void logAudit({
+      tenantId: ctx.tenantId,
+      userId: ctx.user.id,
+      action: "update",
+      entityType: "payment",
+      entityId: id,
+      changes: { status: "confirmed" },
+    });
+    void createNotification({
+      tenantId: row.tenantId,
+      message: `Ödemeniz onaylandı: ${row.amount.toLocaleString("tr-TR")} ${row.currency}.`,
+    });
+  } catch (e) {
+    return { ok: false, error: appwriteError(e, "Onaylanamadı.") };
+  }
+
+  revalidatePath("/finance");
+  return { ok: true };
+}
+
+export async function rejectPaymentAction(
+  _prev: PaymentActionState,
+  formData: FormData,
+): Promise<PaymentActionState> {
+  const id = String(formData.get("id") ?? "").trim();
+  if (!id) return { ok: false, error: "Ödeme kaydı bulunamadı." };
+
+  let ctx;
+  try {
+    ctx = await requireTenant();
+    requireRole(ctx, ["owner", "admin"]);
+  } catch {
+    return { ok: false, error: "Yetkiniz yok." };
+  }
+  if (ctx.kind !== "lab") {
+    return { ok: false, error: "Reddi yalnızca laboratuvar verebilir." };
+  }
+
+  try {
+    const { tablesDB } = createAdminClient();
+    const row = (await tablesDB.getRow(
+      DATABASE_ID,
+      TABLES.payments,
+      id,
+    )) as unknown as Payment;
+    if (row.counterpartTenantId !== ctx.tenantId) {
+      return { ok: false, error: "Bu ödeme size ait değil." };
+    }
+    await tablesDB.updateRow(DATABASE_ID, TABLES.payments, id, {
+      status: "rejected",
+    });
+    void logAudit({
+      tenantId: ctx.tenantId,
+      userId: ctx.user.id,
+      action: "update",
+      entityType: "payment",
+      entityId: id,
+      changes: { status: "rejected" },
+    });
+    void createNotification({
+      tenantId: row.tenantId,
+      message: `Ödeme bildiriminiz reddedildi: ${row.amount.toLocaleString("tr-TR")} ${row.currency}.`,
+    });
+  } catch (e) {
+    return { ok: false, error: appwriteError(e, "Reddedilemedi.") };
+  }
+
+  revalidatePath("/finance");
+  return { ok: true };
+}
+
 export async function deletePaymentAction(
   _prev: PaymentActionState,
   formData: FormData,

src/lib/appwrite/payment-queries.ts

@@ -12,6 +12,7 @@ import {
 import { createAdminClient } from "./server";
 import { toPlain } from "./serialize";
 
+/** Payments this tenant recorded itself. */
 export async function listPayments(tenantId: string): Promise<Payment[]> {
   const { tablesDB } = createAdminClient();
   const result = await tablesDB.listRows({
@@ -26,32 +27,64 @@ export async function listPayments(tenantId: string): Promise<Payment[]> {
   return toPlain(result.rows as unknown as Payment[]);
 }
 
+/** Payments the counterpart recorded that involve this tenant. */
+export async function listIncomingPayments(tenantId: string): Promise<Payment[]> {
+  const { tablesDB } = createAdminClient();
+  const result = await tablesDB.listRows({
+    databaseId: DATABASE_ID,
+    tableId: TABLES.payments,
+    queries: [
+      Query.equal("counterpartTenantId", tenantId),
+      Query.orderDesc("paymentDate"),
+      Query.limit(500),
+    ],
+  });
+  return toPlain(result.rows as unknown as Payment[]);
+}
+
 export type CounterpartBalance = {
   counterpartTenantId: string;
   currency: string;
   /** sum of receivables (lab) or debts (clinic) from finance_entries */
   invoiced: number;
-  /** sum of payments — inflow for lab, outflow for clinic */
+  /** sum of *confirmed* payments — whoever recorded them */
   paid: number;
   /** invoiced - paid; positive means money is still owed to this tenant */
   open: number;
-  /** most recent payment date if any, useful for sorting */
+  /** most recent confirmed payment date if any, useful for sorting */
   lastPaymentAt?: string;
 };
 
 /**
- * Compute the open balance with each counterpart in a single pass over the
+ * For a given payment row, figure out whether it represents money flowing
- * already-loaded finance entries and payments. Lab side groups receivables
+ * *toward* `selfTenantId` from a given counterpart. Same physical payment
- * and inflows by clinic; clinic side groups debts and outflows by lab.
+ * looks like inflow from one side and outflow from the other — we
+ * normalise both shapes into 'who is the counterpart?' here.
  */
+function inflowFor(
+  p: Payment,
+  selfTenantId: string,
+  kind: TenantKind,
+): { counterpartTenantId: string } | null {
+  const inflowDir = kind === "lab" ? "inflow" : "outflow";
+  const outflowDir = kind === "lab" ? "outflow" : "inflow";
+  if (p.tenantId === selfTenantId && p.direction === inflowDir) {
+    return { counterpartTenantId: p.counterpartTenantId };
+  }
+  if (p.counterpartTenantId === selfTenantId && p.direction === outflowDir) {
+    return { counterpartTenantId: p.tenantId };
+  }
+  return null;
+}
+
 export function computeBalancesByCounterpart(args: {
   kind: TenantKind;
+  selfTenantId: string;
   entries: FinanceEntry[];
   payments: Payment[];
 }): CounterpartBalance[] {
   const isLab = args.kind === "lab";
   const invoiceType = isLab ? "receivable" : "debt";
-  const paymentDirection = isLab ? "inflow" : "outflow";
 
   const acc = new Map<string, CounterpartBalance>();
   const ensure = (id: string, currency: string): CounterpartBalance => {
@@ -75,8 +108,11 @@ export function computeBalancesByCounterpart(args: {
     row.invoiced += e.amount;
   }
   for (const p of args.payments) {
-    if (p.direction !== paymentDirection) continue;
+    // Only confirmed payments count toward the open balance.
-    const row = ensure(p.counterpartTenantId, p.currency);
+    if (p.status && p.status !== "confirmed") continue;
+    const mapped = inflowFor(p, args.selfTenantId, args.kind);
+    if (!mapped) continue;
+    const row = ensure(mapped.counterpartTenantId, p.currency);
     row.paid += p.amount;
     if (!row.lastPaymentAt || p.paymentDate > row.lastPaymentAt) {
       row.lastPaymentAt = p.paymentDate;
@@ -87,3 +123,24 @@ export function computeBalancesByCounterpart(args: {
   }
   return Array.from(acc.values()).sort((a, b) => b.open - a.open);
 }
+
+/**
+ * Pending payments that the *other* side recorded and are waiting on this
+ * tenant's confirmation. Only applicable on the lab side in our current
+ * model (clinics record, labs confirm), but the query is symmetrical.
+ */
+export function filterPendingForConfirmation(
+  payments: Payment[],
+  selfTenantId: string,
+  kind: TenantKind,
+): Payment[] {
+  const expectedDirection = kind === "lab" ? "outflow" : "inflow";
+  return payments
+    .filter(
+      (p) =>
+        p.status === "pending" &&
+        p.counterpartTenantId === selfTenantId &&
+        p.direction === expectedDirection,
+    )
+    .sort((a, b) => (a.paymentDate < b.paymentDate ? 1 : -1));
+}

src/lib/appwrite/schema.ts

@@ -176,6 +176,7 @@ export interface FinanceEntry extends Row {
 }
 
 export type PaymentDirection = "inflow" | "outflow";
+export type PaymentStatus = "pending" | "confirmed" | "rejected";
 
 export interface Payment extends Row {
   tenantId: string;
@@ -186,6 +187,7 @@ export interface Payment extends Row {
   paymentDate: string;
   method?: string;
   notes?: string;
+  status?: PaymentStatus;
   recordedBy: string;
 }