# Phase 2 + 3 Gap-Fill Implementation Plan > **For agentic workers:** REQUIRED SUB-SKILL: Use superpowers:subagent-driven-development (recommended) or superpowers:executing-plans to implement this plan task-by-task. Steps use checkbox (`- [ ]`) syntax for tracking. **Goal:** Complete all remaining Phase 2 (Session Import) and Phase 3 (Financial Processing) features by filling gaps in the existing codebase. **Architecture:** Vertical slices in dependency order. Each task is a complete feature with model/service/component/view/test. Existing Livewire patterns, Tailwind CSS styling, and Pest test conventions are followed exactly. **Tech Stack:** Laravel 13, Livewire 4, Tailwind CSS 4, Alpine.js, Pest 4, MariaDB --- ## File Map | File | Action | Responsibility | |------|--------|----------------| | `app/Livewire/Admin/AdminSettings.php` | Modify | Add insurance payers, charge prices, surcharge rate | | `resources/views/livewire/admin/admin-settings.blade.php` | Modify | Add 3 new settings sections UI | | `tests/Feature/Admin/AdminSettingsTest.php` | Create | Test all settings features | | `app/Models/Charge.php` | Modify | Add `isSettled()` + immutability guards | | `tests/Feature/Models/ChargeImmutabilityTest.php` | Create | Test settled charge protection | | `app/Livewire/Admin/ImportAcceptanceSettings.php` | Create | Read-only import rules reference | | `resources/views/livewire/admin/import-acceptance-settings.blade.php` | Create | Reference table view | | `resources/views/admin/import-acceptance-settings.blade.php` | Create | Page wrapper | | `tests/Feature/Admin/ImportAcceptanceSettingsTest.php` | Create | Test page renders with data | | `app/Livewire/Admin/ClinicianSupportServices.php` | Create | Per-clinician services + charges page | | `resources/views/livewire/admin/clinician-support-services.blade.php` | Create | Three-section services view | | `resources/views/admin/clinician-support-services.blade.php` | Create | Page wrapper | | `tests/Feature/Admin/ClinicianSupportServicesTest.php` | Create | Test service assignment + charge creation | | `app/Console/Commands/GenerateMonthlyCharges.php` | Create | Monthly charge auto-generation | | `tests/Feature/Commands/GenerateMonthlyChargesTest.php` | Create | Test full/prorated/idempotent | | `app/Livewire/Admin/FeeProcessing.php` | Modify | Add selective processing + card surcharge | | `resources/views/livewire/admin/fee-processing.blade.php` | Modify | Add checkboxes + surcharge display | | `tests/Feature/Admin/FeeProcessingEnhancedTest.php` | Create | Test selective processing + surcharge | | `database/migrations/2026_04_04_000001_add_payment_method_type_to_clinicians.php` | Create | payment_method_type column | | `database/migrations/2026_04_04_000002_add_status_and_error_to_disbursements.php` | Create | status + error_message columns | | `app/Jobs/ProcessDisbursementTransfer.php` | Create | Async disbursement job | | `app/Jobs/ProcessFeeCharge.php` | Create | Async fee settlement job | | `tests/Feature/Jobs/ProcessDisbursementTransferTest.php` | Create | Test status transitions | | `tests/Feature/Jobs/ProcessFeeChargeTest.php` | Create | Test settlement flow | | `app/Services/DisbursementService.php` | Modify | Dispatch jobs in createBatch | | `routes/web.php` | Modify | Add new routes | | `routes/console.php` | Modify | Schedule monthly charge command | | `app/View/Components/Sidebar.php` | Modify | Add new nav entries | | `resources/views/livewire/admin/sessions-database.blade.php` | Modify | ID click behavior | | `resources/views/livewire/admin/fee-processing.blade.php` | Modify | Clinician name link | --- ## Task 1: Charge Immutability Guards **Files:** - Modify: `app/Models/Charge.php:10-70` - Create: `tests/Feature/Models/ChargeImmutabilityTest.php` - [ ] **Step 1: Write the failing tests** Create `tests/Feature/Models/ChargeImmutabilityTest.php`: ```php create(['status' => ChargeStatus::Pending]); $charge->update(['notes' => 'updated']); expect($charge->fresh()->notes)->toBe('updated'); }); it('prevents updating a settled charge', function () { $charge = Charge::factory()->settled()->create(); $charge->update(['notes' => 'should fail']); })->throws(DomainException::class, 'Settled charges cannot be modified.'); it('prevents deleting a settled charge', function () { $charge = Charge::factory()->settled()->create(); $charge->delete(); })->throws(DomainException::class, 'Settled charges cannot be deleted.'); it('allows deleting a pending charge', function () { $charge = Charge::factory()->create(['status' => ChargeStatus::Pending]); $charge->delete(); expect(Charge::find($charge->id))->toBeNull(); }); it('reports isSettled correctly', function () { $pending = Charge::factory()->create(['status' => ChargeStatus::Pending]); $settled = Charge::factory()->settled()->create(); expect($pending->isSettled())->toBeFalse(); expect($settled->isSettled())->toBeTrue(); }); ``` - [ ] **Step 2: Run tests to verify they fail** Run: `php artisan test --compact --filter=ChargeImmutabilityTest` Expected: Failures on "prevents updating" and "prevents deleting" and "isSettled" tests. - [ ] **Step 3: Implement immutability guards in Charge model** Add to `app/Models/Charge.php` after the existing `isPending()` method (line 69): ```php public function isSettled(): bool { return $this->settlement_id !== null; } protected static function booted(): void { static::updating(function (Charge $charge) { if ($charge->getOriginal('settlement_id') !== null) { throw new \DomainException('Settled charges cannot be modified.'); } }); static::deleting(function (Charge $charge) { if ($charge->settlement_id !== null) { throw new \DomainException('Settled charges cannot be deleted.'); } }); } ``` - [ ] **Step 4: Run tests to verify they pass** Run: `php artisan test --compact --filter=ChargeImmutabilityTest` Expected: All 5 tests pass. - [ ] **Step 5: Run Pint and commit** ```bash vendor/bin/pint --dirty --format agent git add app/Models/Charge.php tests/Feature/Models/ChargeImmutabilityTest.php git commit -m "feat: add immutability guards to settled charges" ``` --- ## Task 2: Admin Settings — Insurance Payers Management **Files:** - Modify: `app/Livewire/Admin/AdminSettings.php:1-71` - Modify: `resources/views/livewire/admin/admin-settings.blade.php:1-70` - Create: `tests/Feature/Admin/AdminSettingsTest.php` - [ ] **Step 1: Write the failing tests** Create `tests/Feature/Admin/AdminSettingsTest.php`: ```php admin()->create(); Livewire::actingAs($admin) ->test(AdminSettings::class) ->assertSet('payers', ['Aetna', 'Moda']); }); it('adds a new payer', function () { $admin = User::factory()->admin()->create(); Livewire::actingAs($admin) ->test(AdminSettings::class) ->set('newPayerName', 'Providence') ->call('addPayer') ->assertSet('newPayerName', '') ->assertSet('payers', ['Providence']); $stored = json_decode(Setting::get('insurance_payers'), true); expect($stored)->toBe(['Providence']); }); it('prevents adding a duplicate payer', function () { Setting::set('insurance_payers', json_encode(['Aetna'])); $admin = User::factory()->admin()->create(); Livewire::actingAs($admin) ->test(AdminSettings::class) ->set('newPayerName', 'Aetna') ->call('addPayer') ->assertHasErrors(['newPayerName']); }); it('prevents adding an empty payer name', function () { $admin = User::factory()->admin()->create(); Livewire::actingAs($admin) ->test(AdminSettings::class) ->set('newPayerName', '') ->call('addPayer') ->assertHasErrors(['newPayerName']); }); it('shows affected clinicians when removing a payer in use', function () { Setting::set('insurance_payers', json_encode(['Aetna', 'Moda'])); $admin = User::factory()->admin()->create(); $clinician = Clinician::factory()->create(); $clinician->user->update(['insurance_accepted' => json_encode(['Aetna'])]); Livewire::actingAs($admin) ->test(AdminSettings::class) ->call('confirmRemovePayer', 'Aetna') ->assertSet('removingPayer', 'Aetna') ->assertNotEmpty('affectedClinicians'); }); it('removes a payer and clears it from clinician profiles', function () { Setting::set('insurance_payers', json_encode(['Aetna', 'Moda'])); $admin = User::factory()->admin()->create(); $clinician = Clinician::factory()->create(); $clinician->user->update(['insurance_accepted' => json_encode(['Aetna', 'Moda'])]); Livewire::actingAs($admin) ->test(AdminSettings::class) ->call('confirmRemovePayer', 'Aetna') ->call('executeRemovePayer') ->assertSet('removingPayer', null) ->assertSet('payers', ['Moda']); $stored = json_decode(Setting::get('insurance_payers'), true); expect($stored)->toBe(['Moda']); expect(json_decode($clinician->user->fresh()->insurance_accepted, true))->toBe(['Moda']); }); ``` - [ ] **Step 2: Run tests to verify they fail** Run: `php artisan test --compact --filter=AdminSettingsTest` Expected: Failures — payers properties and methods don't exist yet. - [ ] **Step 3: Implement payer management in AdminSettings component** Replace `app/Livewire/Admin/AdminSettings.php` with: ```php */ public array $affectedClinicians = []; // Session charge prices public string $ipPrice = ''; public string $oopPrice = ''; public bool $pricesSaved = false; // Card surcharge rate public string $surchargeRate = ''; public bool $surchargeSaved = false; public function mount(): void { $this->hasAuthCode = Setting::get('payout_auth_code') !== null; $payersJson = Setting::get('insurance_payers'); $this->payers = $payersJson ? json_decode($payersJson, true) : []; $ipService = \App\Models\ServiceCatalog::query() ->where('is_session_based', true) ->where('title', 'like', '%IP%') ->first(); $oopService = \App\Models\ServiceCatalog::query() ->where('is_session_based', true) ->where('title', 'like', '%OOP%') ->first(); $this->ipPrice = $ipService?->default_price ?? '15.00'; $this->oopPrice = $oopService?->default_price ?? '6.00'; $rate = Setting::get('card_surcharge_rate', '0.035'); $this->surchargeRate = (string) round((float) $rate * 100, 2); } public function saveAuthCode(): void { $rules = [ 'new_auth_code' => ['required', 'string', 'size:4', 'regex:/^\d{4}$/'], 'confirm_auth_code' => ['required', 'same:new_auth_code'], ]; if ($this->hasAuthCode) { $rules['current_auth_code'] = ['required', 'string']; } $this->validate($rules, [ 'new_auth_code.size' => 'Must be exactly 4 digits.', 'new_auth_code.regex' => 'Must be exactly 4 digits.', 'confirm_auth_code.same' => 'Codes do not match.', ]); if ($this->hasAuthCode) { $stored = Setting::get('payout_auth_code'); if (! Hash::check($this->current_auth_code, $stored)) { $this->addError('current_auth_code', 'Current code is incorrect.'); return; } } Setting::set('payout_auth_code', Hash::make($this->new_auth_code)); AuditLogService::log( action: 'setting.payout_auth_code_changed', actor: auth()->user(), ); $this->reset(['current_auth_code', 'new_auth_code', 'confirm_auth_code']); $this->hasAuthCode = true; $this->saved = true; } public function addPayer(): void { $this->validate([ 'newPayerName' => ['required', 'string', 'max:100'], ]); $trimmed = trim($this->newPayerName); if (in_array($trimmed, $this->payers, true)) { $this->addError('newPayerName', 'This payer already exists.'); return; } $this->payers[] = $trimmed; sort($this->payers); Setting::set('insurance_payers', json_encode($this->payers)); $this->newPayerName = ''; AuditLogService::log( action: 'setting.insurance_payer_added', actor: auth()->user(), metadata: ['payer' => $trimmed], ); } public function confirmRemovePayer(string $name): void { $this->removingPayer = $name; $this->affectedClinicians = User::query() ->where('insurance_accepted', 'like', '%"' . $name . '"%') ->pluck('first_name') ->map(fn ($first, $key) => User::query() ->where('insurance_accepted', 'like', '%"' . $name . '"%') ->get()[$key]->full_name) ->toArray(); // Simpler approach: query users whose JSON insurance_accepted contains the payer $this->affectedClinicians = User::query() ->whereNotNull('insurance_accepted') ->get() ->filter(function (User $user) use ($name) { $accepted = json_decode($user->insurance_accepted ?? '[]', true); return is_array($accepted) && in_array($name, $accepted, true); }) ->map(fn (User $user) => $user->full_name) ->values() ->toArray(); } public function cancelRemovePayer(): void { $this->removingPayer = null; $this->affectedClinicians = []; } public function executeRemovePayer(): void { if (! $this->removingPayer) { return; } $name = $this->removingPayer; // Remove from all clinician profiles User::query() ->whereNotNull('insurance_accepted') ->get() ->each(function (User $user) use ($name) { $accepted = json_decode($user->insurance_accepted ?? '[]', true); if (is_array($accepted) && in_array($name, $accepted, true)) { $accepted = array_values(array_diff($accepted, [$name])); $user->update(['insurance_accepted' => json_encode($accepted)]); } }); // Remove from settings $this->payers = array_values(array_diff($this->payers, [$name])); Setting::set('insurance_payers', json_encode($this->payers)); AuditLogService::log( action: 'setting.insurance_payer_removed', actor: auth()->user(), metadata: ['payer' => $name], ); $this->removingPayer = null; $this->affectedClinicians = []; } public function saveChargesPrices(): void { $this->validate([ 'ipPrice' => ['required', 'numeric', 'min:0.01'], 'oopPrice' => ['required', 'numeric', 'min:0.01'], ]); \App\Models\ServiceCatalog::query() ->where('is_session_based', true) ->where('title', 'like', '%IP%') ->update(['default_price' => $this->ipPrice]); \App\Models\ServiceCatalog::query() ->where('is_session_based', true) ->where('title', 'like', '%OOP%') ->update(['default_price' => $this->oopPrice]); AuditLogService::log( action: 'setting.session_charge_prices_updated', actor: auth()->user(), metadata: ['ip_price' => $this->ipPrice, 'oop_price' => $this->oopPrice], ); $this->pricesSaved = true; } public function saveSurchargeRate(): void { $this->validate([ 'surchargeRate' => ['required', 'numeric', 'min:0', 'max:100'], ]); $decimal = round((float) $this->surchargeRate / 100, 4); Setting::set('card_surcharge_rate', (string) $decimal); AuditLogService::log( action: 'setting.card_surcharge_rate_updated', actor: auth()->user(), metadata: ['rate' => $decimal], ); $this->surchargeSaved = true; } public function render(): View { return view('livewire.admin.admin-settings'); } } ``` - [ ] **Step 4: Update the Blade view** Replace `resources/views/livewire/admin/admin-settings.blade.php` with: ```blade
{{-- Payout Authorization Code --}}

Payout Authorization Code

Required to initiate disbursement payout batches. Stored securely (hashed).

@if ($hasAuthCode)
@error('current_auth_code')

{{ $message }}

@enderror
@endif
@error('new_auth_code')

{{ $message }}

@enderror
@error('confirm_auth_code')

{{ $message }}

@enderror
@if ($saved) Saved successfully. @endif
{{-- Insurance Payers --}}

Insurance Payers

Master list of insurance payers. Clinicians select from this list for their profiles.

{{-- Add payer --}}
@error('newPayerName')

{{ $message }}

@enderror {{-- Payer list --}} @if (count($payers))
@foreach ($payers as $payer) {{ $payer }} @endforeach
@else

No insurance payers configured.

@endif {{-- Removal confirmation modal --}} @if ($removingPayer)

Remove "{{ $removingPayer }}"?

@if (count($affectedClinicians))

This payer will be removed from {{ count($affectedClinicians) }} clinician profile(s):

    @foreach ($affectedClinicians as $name)
  • {{ $name }}
    • @endforeach
@endif
@endif
{{-- Session Charge Prices --}}

Session Charge Prices

Auto-generated charge amounts per session type. Changes apply to future imports only.

@error('ipPrice')

{{ $message }}

@enderror
@error('oopPrice')

{{ $message }}

@enderror
@if ($pricesSaved) Prices updated. @endif
{{-- Card Surcharge Rate --}}

Card Surcharge Rate

Percentage surcharge applied when clinician pays fees by card instead of ACH.

%
@error('surchargeRate')

{{ $message }}

@enderror
@if ($surchargeSaved) Rate updated. @endif
``` - [ ] **Step 5: Run tests to verify they pass** Run: `php artisan test --compact --filter=AdminSettingsTest` Expected: All tests pass. - [ ] **Step 6: Run Pint and commit** ```bash vendor/bin/pint --dirty --format agent git add app/Livewire/Admin/AdminSettings.php resources/views/livewire/admin/admin-settings.blade.php tests/Feature/Admin/AdminSettingsTest.php git commit -m "feat: complete admin settings with payers, charge prices, surcharge rate" ``` --- ## Task 3: Admin Settings — Charge Prices & Surcharge Tests **Files:** - Modify: `tests/Feature/Admin/AdminSettingsTest.php` - [ ] **Step 1: Add charge price and surcharge tests** Append to `tests/Feature/Admin/AdminSettingsTest.php`: ```php it('loads session charge prices from service catalog', function () { \App\Models\ServiceCatalog::query()->where('is_session_based', true)->delete(); \App\Models\ServiceCatalog::factory()->sessionBased()->create([ 'title' => 'Billing and compliance services - IP', 'default_price' => 15.00, ]); \App\Models\ServiceCatalog::factory()->sessionBased()->create([ 'title' => 'Billing and compliance services - OOP', 'default_price' => 6.00, ]); $admin = User::factory()->admin()->create(); Livewire::actingAs($admin) ->test(AdminSettings::class) ->assertSet('ipPrice', '15.00') ->assertSet('oopPrice', '6.00'); }); it('updates session charge prices', function () { \App\Models\ServiceCatalog::query()->where('is_session_based', true)->delete(); $ip = \App\Models\ServiceCatalog::factory()->sessionBased()->create([ 'title' => 'Billing and compliance services - IP', 'default_price' => 15.00, ]); $oop = \App\Models\ServiceCatalog::factory()->sessionBased()->create([ 'title' => 'Billing and compliance services - OOP', 'default_price' => 6.00, ]); $admin = User::factory()->admin()->create(); Livewire::actingAs($admin) ->test(AdminSettings::class) ->set('ipPrice', '18.00') ->set('oopPrice', '8.00') ->call('saveChargesPrices') ->assertSet('pricesSaved', true); expect($ip->fresh()->default_price)->toBe('18.00'); expect($oop->fresh()->default_price)->toBe('8.00'); }); it('saves card surcharge rate as decimal', function () { $admin = User::factory()->admin()->create(); Livewire::actingAs($admin) ->test(AdminSettings::class) ->set('surchargeRate', '4.5') ->call('saveSurchargeRate') ->assertSet('surchargeSaved', true); expect(Setting::get('card_surcharge_rate'))->toBe('0.045'); }); it('loads existing surcharge rate as percentage', function () { Setting::set('card_surcharge_rate', '0.035'); $admin = User::factory()->admin()->create(); Livewire::actingAs($admin) ->test(AdminSettings::class) ->assertSet('surchargeRate', '3.5'); }); ``` - [ ] **Step 2: Run all AdminSettings tests** Run: `php artisan test --compact --filter=AdminSettingsTest` Expected: All tests pass (implementation was done in Task 2). - [ ] **Step 3: Commit** ```bash vendor/bin/pint --dirty --format agent git add tests/Feature/Admin/AdminSettingsTest.php git commit -m "test: add charge price and surcharge rate tests for admin settings" ``` --- ## Task 4: Import Acceptance Settings Page **Files:** - Create: `app/Livewire/Admin/ImportAcceptanceSettings.php` - Create: `resources/views/livewire/admin/import-acceptance-settings.blade.php` - Create: `resources/views/admin/import-acceptance-settings.blade.php` - Modify: `routes/web.php:82-88` - Modify: `app/View/Components/Sidebar.php:38` - Create: `tests/Feature/Admin/ImportAcceptanceSettingsTest.php` - [ ] **Step 1: Write the failing test** Create `tests/Feature/Admin/ImportAcceptanceSettingsTest.php`: ```php admin()->create(); $this->actingAs($admin) ->get(route('admin.import-acceptance-settings')) ->assertStatus(200) ->assertSeeLivewire(ImportAcceptanceSettings::class); }); it('displays field mappings as reference rows', function () { $admin = User::factory()->admin()->create(); ImportFieldMapping::create([ 'hub_field_name' => 'date_of_service', 'hub_abbreviated_name' => 'DOS', 'sp_import_header' => 'Date of Service', 'example_value' => '2026-03-01 14:00:00', 'sp_column_position' => 1, 'import_action' => 'none', 'import_action_detail' => null, ]); Livewire::actingAs($admin) ->test(ImportAcceptanceSettings::class) ->assertSee('Date of Service') ->assertSee('date_of_service'); }); ``` - [ ] **Step 2: Run test to verify it fails** Run: `php artisan test --compact --filter=ImportAcceptanceSettingsTest` Expected: Route not found / component not found. - [ ] **Step 3: Create the Livewire component** Create `app/Livewire/Admin/ImportAcceptanceSettings.php`: ```php orderBy('sp_column_position') ->get(); return view('livewire.admin.import-acceptance-settings', [ 'mappings' => $mappings, ]); } } ``` - [ ] **Step 4: Create the Blade views** Create `resources/views/admin/import-acceptance-settings.blade.php`: ```blade

Import Acceptance Settings

 ``` Create `resources/views/livewire/admin/import-acceptance-settings.blade.php`: ```blade

Reference table documenting the import validation rules. These rules are defined in code and cannot be edited here.

@forelse ($mappings as $mapping) @empty @endforelse
Field Name SP Header Example Import Action Action Detail
{{ $mapping->hub_field_name }} {{ $mapping->sp_import_header }} {{ $mapping->example_value ?? '—' }} {{ $mapping->import_action->label() }} {{ $mapping->import_action_detail ?? '—' }}
No field mappings configured.
``` - [ ] **Step 5: Add route and sidebar entry** Add to `routes/web.php` inside the admin group (after line 84): ```php Route::get('/import-acceptance-settings', fn () => view('admin.import-acceptance-settings'))->name('import-acceptance-settings'); ``` Add to `app/View/Components/Sidebar.php` in the admin nav items array, after the 'Import Mappings' entry (line 38): ```php ['label' => 'Import Rules', 'route' => 'admin.import-acceptance-settings', 'icon' => 'clipboard-document-list'], ``` - [ ] **Step 6: Run tests** Run: `php artisan test --compact --filter=ImportAcceptanceSettingsTest` Expected: All tests pass. - [ ] **Step 7: Run Pint and commit** ```bash vendor/bin/pint --dirty --format agent git add app/Livewire/Admin/ImportAcceptanceSettings.php resources/views/livewire/admin/import-acceptance-settings.blade.php resources/views/admin/import-acceptance-settings.blade.php routes/web.php app/View/Components/Sidebar.php tests/Feature/Admin/ImportAcceptanceSettingsTest.php git commit -m "feat: add import acceptance settings reference page" ``` --- ## Task 5: Clinician Support Services Page **Files:** - Create: `app/Livewire/Admin/ClinicianSupportServices.php` - Create: `resources/views/livewire/admin/clinician-support-services.blade.php` - Create: `resources/views/admin/clinician-support-services.blade.php` - Modify: `routes/web.php` - Create: `tests/Feature/Admin/ClinicianSupportServicesTest.php` - [ ] **Step 1: Write the failing tests** Create `tests/Feature/Admin/ClinicianSupportServicesTest.php`: ```php admin()->create(); $clinician = Clinician::factory()->create(); $this->actingAs($admin) ->get(route('admin.clinician-support-services', $clinician)) ->assertStatus(200) ->assertSeeLivewire(ClinicianSupportServices::class); }); it('shows assigned services for a clinician', function () { $admin = User::factory()->admin()->create(); $clinician = Clinician::factory()->create(); $service = ServiceCatalog::factory()->recurring()->create(['title' => 'Email account', 'default_price' => 15.00]); ClinicianService::factory()->create(['clinician_id' => $clinician->id, 'service_catalog_id' => $service->id]); Livewire::actingAs($admin) ->test(ClinicianSupportServices::class, ['clinician' => $clinician]) ->assertSee('Email account'); }); it('activates a service for a clinician', function () { $admin = User::factory()->admin()->create(); $clinician = Clinician::factory()->create(); $service = ServiceCatalog::factory()->recurring()->create(['title' => 'Email account']); Livewire::actingAs($admin) ->test(ClinicianSupportServices::class, ['clinician' => $clinician]) ->set('selectedServiceId', $service->id) ->call('activateService'); expect(ClinicianService::where('clinician_id', $clinician->id)->where('service_catalog_id', $service->id)->exists())->toBeTrue(); }); it('deactivates an active service', function () { $admin = User::factory()->admin()->create(); $clinician = Clinician::factory()->create(); $service = ServiceCatalog::factory()->recurring()->create(); $cs = ClinicianService::factory()->create(['clinician_id' => $clinician->id, 'service_catalog_id' => $service->id]); Livewire::actingAs($admin) ->test(ClinicianSupportServices::class, ['clinician' => $clinician]) ->call('deactivateService', $cs->id); expect($cs->fresh()->is_active)->toBeFalse(); expect($cs->fresh()->deactivated_at)->not->toBeNull(); }); it('creates a manual one-time charge', function () { $admin = User::factory()->admin()->create(); $clinician = Clinician::factory()->create(); $service = ServiceCatalog::factory()->create(['type' => ServiceType::OneTime, 'default_price' => 25.00]); Livewire::actingAs($admin) ->test(ClinicianSupportServices::class, ['clinician' => $clinician]) ->set('chargeServiceId', $service->id) ->set('chargeAmount', '25.00') ->set('chargeNotes', 'Test charge') ->call('createCharge'); expect(Charge::where('clinician_id', $clinician->id)->where('amount', 25.00)->exists())->toBeTrue(); }); it('shows pending and settled charges', function () { $admin = User::factory()->admin()->create(); $clinician = Clinician::factory()->create(); $service = ServiceCatalog::factory()->create(); Charge::factory()->create(['clinician_id' => $clinician->id, 'service_catalog_id' => $service->id, 'status' => ChargeStatus::Pending, 'amount' => 10.00]); Charge::factory()->settled()->create(['clinician_id' => $clinician->id, 'service_catalog_id' => $service->id, 'amount' => 20.00]); Livewire::actingAs($admin) ->test(ClinicianSupportServices::class, ['clinician' => $clinician]) ->assertSee('10.00') ->assertSee('20.00'); }); ``` - [ ] **Step 2: Run tests to verify they fail** Run: `php artisan test --compact --filter=ClinicianSupportServicesTest` Expected: Route/component not found. - [ ] **Step 3: Create the Livewire component** Create `app/Livewire/Admin/ClinicianSupportServices.php`: ```php clinician = $clinician; } public function activateService(): void { $this->validate([ 'selectedServiceId' => ['required', 'exists:service_catalog,id'], ]); $exists = ClinicianService::query() ->where('clinician_id', $this->clinician->id) ->where('service_catalog_id', $this->selectedServiceId) ->where('is_active', true) ->exists(); if ($exists) { $this->addError('selectedServiceId', 'This service is already active.'); return; } ClinicianService::query()->create([ 'clinician_id' => $this->clinician->id, 'service_catalog_id' => $this->selectedServiceId, 'is_active' => true, 'activated_at' => now(), ]); AuditLogService::log( action: 'clinician_service.activated', actor: auth()->user(), targetType: 'Clinician', targetId: $this->clinician->id, targetLabel: $this->clinician->display_name, metadata: ['service_catalog_id' => $this->selectedServiceId], ); $this->selectedServiceId = ''; } public function deactivateService(int $clinicianServiceId): void { $cs = ClinicianService::query() ->where('id', $clinicianServiceId) ->where('clinician_id', $this->clinician->id) ->firstOrFail(); $cs->update([ 'is_active' => false, 'deactivated_at' => now(), ]); AuditLogService::log( action: 'clinician_service.deactivated', actor: auth()->user(), targetType: 'Clinician', targetId: $this->clinician->id, targetLabel: $this->clinician->display_name, metadata: ['clinician_service_id' => $clinicianServiceId], ); } public function createCharge(): void { $this->validate([ 'chargeServiceId' => ['required', 'exists:service_catalog,id'], 'chargeAmount' => ['required', 'numeric'], 'chargeNotes' => ['nullable', 'string', 'max:500'], ]); $service = ServiceCatalog::query()->findOrFail($this->chargeServiceId); ChargeService::createManualCharge( clinician: $this->clinician, service: $service, amount: (float) $this->chargeAmount, notes: $this->chargeNotes ?: null, creator: auth()->user(), ); $this->reset(['chargeServiceId', 'chargeAmount', 'chargeNotes']); } public function updatedChargeServiceId(string $value): void { if ($value) { $service = ServiceCatalog::find($value); $this->chargeAmount = $service?->default_price ? (string) $service->default_price : ''; } } public function render(): View { $assignedServices = ClinicianService::query() ->where('clinician_id', $this->clinician->id) ->with('serviceCatalog') ->orderByDesc('is_active') ->orderBy('activated_at') ->get(); $availableRecurring = ServiceCatalog::query() ->where('type', 'recurring') ->active() ->whereNotIn('id', $assignedServices->where('is_active', true)->pluck('service_catalog_id')) ->orderBy('title') ->get(); $availableOneTime = ServiceCatalog::query() ->manual() ->active() ->orderBy('title') ->get(); $pendingCharges = Charge::query() ->where('clinician_id', $this->clinician->id) ->pending() ->with('serviceCatalog') ->orderByDesc('created_at') ->get(); $settledCharges = Charge::query() ->where('clinician_id', $this->clinician->id) ->where(fn ($q) => $q->settled()->orWhere('status', 'waived')) ->with('serviceCatalog') ->orderByDesc('settlement_date') ->get(); return view('livewire.admin.clinician-support-services', [ 'assignedServices' => $assignedServices, 'availableRecurring' => $availableRecurring, 'availableOneTime' => $availableOneTime, 'pendingCharges' => $pendingCharges, 'settledCharges' => $settledCharges, ]); } } ``` - [ ] **Step 4: Create the Blade views** Create `resources/views/admin/clinician-support-services.blade.php`: ```blade

{{ $clinician->display_name }} — Support Services

 ``` Create `resources/views/livewire/admin/clinician-support-services.blade.php`: ```blade
{{-- Section A: Monthly / Ongoing Services --}}

Monthly / Ongoing Services

{{-- Add service --}}
@error('selectedServiceId')

{{ $message }}

@enderror {{-- Services table --}} @if ($assignedServices->count()) @foreach ($assignedServices as $cs) @endforeach
Service Price Since Status
{{ $cs->serviceCatalog->title }} ${{ number_format($cs->serviceCatalog->default_price ?? 0, 2) }}/mo {{ $cs->activated_at?->format('m/d/Y') }} @if ($cs->is_active) Active @else Inactive @endif @if ($cs->is_active) @endif
@else

No services assigned.

@endif
{{-- Section B: Pending Charges --}}

Pending Charges

{{-- Add charge form --}}
@error('chargeAmount')

{{ $message }}

@enderror {{-- Pending charges table --}} @if ($pendingCharges->count()) @foreach ($pendingCharges as $charge) @endforeach
Date Description Amount Status
{{ $charge->created_at->format('m/d/Y') }} {{ $charge->serviceCatalog?->title ?? 'Manual charge' }}{{ $charge->notes ? " — {$charge->notes}" : '' }} ${{ number_format(abs($charge->amount), 2) }}{{ (float) $charge->amount < 0 ? ' CR' : '' }} Pending
@else

No pending charges.

@endif
{{-- Section C: Paid / Processed Charges --}}

Paid / Processed Charges

@if ($settledCharges->count()) @foreach ($settledCharges as $charge) @endforeach
Date Description Amount Settlement ID Settled
{{ $charge->created_at->format('m/d/Y') }} {{ $charge->serviceCatalog?->title ?? 'Manual charge' }} ${{ number_format($charge->amount, 2) }} {{ $charge->settlement_id ?? '—' }} {{ $charge->settlement_date?->format('m/d/Y') ?? '—' }}
@else

No settled charges.

@endif
``` - [ ] **Step 5: Add route** Add to `routes/web.php` inside the admin group (after the import-acceptance-settings route): ```php Route::get('/clinicians/{clinician}/support-services', function (\App\Models\Clinician $clinician) { return view('admin.clinician-support-services', ['clinician' => $clinician]); })->name('clinician-support-services'); ``` - [ ] **Step 6: Run tests** Run: `php artisan test --compact --filter=ClinicianSupportServicesTest` Expected: All tests pass. - [ ] **Step 7: Run Pint and commit** ```bash vendor/bin/pint --dirty --format agent git add app/Livewire/Admin/ClinicianSupportServices.php resources/views/livewire/admin/clinician-support-services.blade.php resources/views/admin/clinician-support-services.blade.php routes/web.php tests/Feature/Admin/ClinicianSupportServicesTest.php git commit -m "feat: add clinician support services page with service management and charges" ``` --- ## Task 6: Monthly Charge Auto-Generation Command **Files:** - Create: `app/Console/Commands/GenerateMonthlyCharges.php` - Modify: `routes/console.php` - Create: `tests/Feature/Commands/GenerateMonthlyChargesTest.php` - [ ] **Step 1: Write the failing tests** Create `tests/Feature/Commands/GenerateMonthlyChargesTest.php`: ```php create(); $service = ServiceCatalog::factory()->recurring()->create(['default_price' => 15.00]); ClinicianService::factory()->create([ 'clinician_id' => $clinician->id, 'service_catalog_id' => $service->id, 'is_active' => true, 'activated_at' => now()->subMonth(), ]); $this->artisan('app:generate-monthly-charges')->assertSuccessful(); expect(Charge::where('clinician_id', $clinician->id)->where('service_catalog_id', $service->id)->count())->toBe(1); $charge = Charge::where('clinician_id', $clinician->id)->first(); expect((float) $charge->amount)->toBe(15.00); expect($charge->status)->toBe(ChargeStatus::Pending); }); it('prorates charge for service activated in current month', function () { $clinician = Clinician::factory()->create(); $service = ServiceCatalog::factory()->recurring()->create(['default_price' => 30.00]); $activatedAt = now()->startOfMonth()->addDays(14); // midway through the month ClinicianService::factory()->create([ 'clinician_id' => $clinician->id, 'service_catalog_id' => $service->id, 'is_active' => true, 'activated_at' => $activatedAt, ]); $this->artisan('app:generate-monthly-charges')->assertSuccessful(); $charge = Charge::where('clinician_id', $clinician->id)->first(); $daysInMonth = now()->daysInMonth; $daysRemaining = $daysInMonth - 14; $expected = round(30.00 * $daysRemaining / $daysInMonth, 2); expect((float) $charge->amount)->toBe($expected); }); it('does not generate duplicate charges in the same month', function () { $clinician = Clinician::factory()->create(); $service = ServiceCatalog::factory()->recurring()->create(['default_price' => 15.00]); ClinicianService::factory()->create([ 'clinician_id' => $clinician->id, 'service_catalog_id' => $service->id, 'is_active' => true, 'activated_at' => now()->subMonth(), ]); $this->artisan('app:generate-monthly-charges')->assertSuccessful(); $this->artisan('app:generate-monthly-charges')->assertSuccessful(); expect(Charge::where('clinician_id', $clinician->id)->count())->toBe(1); }); it('skips inactive services', function () { $clinician = Clinician::factory()->create(); $service = ServiceCatalog::factory()->recurring()->create(['default_price' => 15.00]); ClinicianService::factory()->inactive()->create([ 'clinician_id' => $clinician->id, 'service_catalog_id' => $service->id, ]); $this->artisan('app:generate-monthly-charges')->assertSuccessful(); expect(Charge::where('clinician_id', $clinician->id)->count())->toBe(0); }); it('skips services with null default price', function () { $clinician = Clinician::factory()->create(); $service = ServiceCatalog::factory()->recurring()->create(['default_price' => null]); ClinicianService::factory()->create([ 'clinician_id' => $clinician->id, 'service_catalog_id' => $service->id, 'is_active' => true, 'activated_at' => now()->subMonth(), ]); $this->artisan('app:generate-monthly-charges')->assertSuccessful(); expect(Charge::where('clinician_id', $clinician->id)->count())->toBe(0); }); ``` - [ ] **Step 2: Run tests to verify they fail** Run: `php artisan test --compact --filter=GenerateMonthlyChargesTest` Expected: Command not found. - [ ] **Step 3: Create the Artisan command** Create `app/Console/Commands/GenerateMonthlyCharges.php`: ```php format('Y-m'); $generated = 0; $skipped = 0; $activeServices = ClinicianService::query() ->active() ->with('serviceCatalog') ->get(); foreach ($activeServices as $cs) { if ($cs->serviceCatalog->default_price === null) { $skipped++; continue; } $alreadyCharged = Charge::query() ->where('clinician_id', $cs->clinician_id) ->where('service_catalog_id', $cs->service_catalog_id) ->whereRaw("DATE_FORMAT(created_at, '%Y-%m') = ?", [$month]) ->exists(); if ($alreadyCharged) { $skipped++; continue; } $amount = $this->calculateAmount($cs); Charge::query()->create([ 'clinician_id' => $cs->clinician_id, 'service_catalog_id' => $cs->service_catalog_id, 'amount' => $amount, 'status' => ChargeStatus::Pending, 'notes' => "Monthly charge for {$month}", ]); $generated++; } AuditLogService::log( action: 'monthly_charges.generated', metadata: ['month' => $month, 'generated' => $generated, 'skipped' => $skipped], ); $this->info("Generated {$generated} charges, skipped {$skipped}."); return self::SUCCESS; } private function calculateAmount(ClinicianService $cs): float { $price = (float) $cs->serviceCatalog->default_price; $activatedAt = $cs->activated_at; if ($activatedAt && $activatedAt->format('Y-m') === now()->format('Y-m')) { $daysInMonth = now()->daysInMonth; $dayOfActivation = $activatedAt->day; $daysRemaining = $daysInMonth - $dayOfActivation; return round($price * $daysRemaining / $daysInMonth, 2); } return $price; } } ``` - [ ] **Step 4: Register the schedule** Replace `routes/console.php`: ```php monthlyOn(1, '00:00') ->timezone('America/Los_Angeles'); ``` - [ ] **Step 5: Run tests** Run: `php artisan test --compact --filter=GenerateMonthlyChargesTest` Expected: All tests pass. - [ ] **Step 6: Run Pint and commit** ```bash vendor/bin/pint --dirty --format agent git add app/Console/Commands/GenerateMonthlyCharges.php routes/console.php tests/Feature/Commands/GenerateMonthlyChargesTest.php git commit -m "feat: add monthly charge auto-generation command with proration" ``` --- ## Task 7: Migration — payment_method_type + Disbursement status **Files:** - Create: `database/migrations/2026_04_04_000001_add_payment_method_type_to_clinicians.php` - Create: `database/migrations/2026_04_04_000002_add_status_and_error_to_disbursements.php` - Modify: `app/Models/Clinician.php` - Modify: `app/Models/Disbursement.php` - [ ] **Step 1: Create migrations** Run: ```bash php artisan make:migration add_payment_method_type_to_clinicians_table --table=clinicians --no-interaction php artisan make:migration add_status_and_error_to_disbursements_table --table=disbursements --no-interaction ``` - [ ] **Step 2: Write the clinicians migration** ```php string('payment_method_type', 10)->default('ach')->after('hide_from_roster'); }); } public function down(): void { Schema::table('clinicians', function (Blueprint $table) { $table->dropColumn('payment_method_type'); }); } }; ``` - [ ] **Step 3: Write the disbursements migration** ```php string('status', 20)->default('queued')->after('newest_dos'); $table->text('error_message')->nullable()->after('status'); }); } public function down(): void { Schema::table('disbursements', function (Blueprint $table) { $table->dropColumn(['status', 'error_message']); }); } }; ``` - [ ] **Step 4: Update Clinician model fillable + casts** Add `'payment_method_type'` to `$fillable` in `app/Models/Clinician.php` (line 14-20). - [ ] **Step 5: Update Disbursement model fillable + casts** Add `'status'` and `'error_message'` to `$fillable` in `app/Models/Disbursement.php` (line 13-24). - [ ] **Step 6: Run migrations** ```bash php artisan migrate ``` - [ ] **Step 7: Run Pint and commit** ```bash vendor/bin/pint --dirty --format agent git add database/migrations/2026_04_04_* app/Models/Clinician.php app/Models/Disbursement.php git commit -m "feat: add payment_method_type to clinicians and status to disbursements" ``` --- ## Task 8: Queue Jobs — ProcessDisbursementTransfer + ProcessFeeCharge **Files:** - Create: `app/Jobs/ProcessDisbursementTransfer.php` - Create: `app/Jobs/ProcessFeeCharge.php` - Create: `tests/Feature/Jobs/ProcessDisbursementTransferTest.php` - Create: `tests/Feature/Jobs/ProcessFeeChargeTest.php` - [ ] **Step 1: Write the failing tests** Create `tests/Feature/Jobs/ProcessDisbursementTransferTest.php`: ```php admin()->create(); $clinician = Clinician::factory()->create(); $batch = Batch::factory()->create(['processed_by' => $admin->id]); $disbursement = Disbursement::factory()->create([ 'batch_id' => $batch->id, 'clinician_id' => $clinician->id, 'status' => 'queued', ]); (new ProcessDisbursementTransfer($disbursement))->handle(); expect($disbursement->fresh()->status)->toBe('complete'); expect($disbursement->fresh()->stripe_transfer_id)->toStartWith('stub_'); }); it('marks disbursement as failed on exception', function () { $admin = User::factory()->admin()->create(); $clinician = Clinician::factory()->create(); $batch = Batch::factory()->create(['processed_by' => $admin->id]); $disbursement = Disbursement::factory()->create([ 'batch_id' => $batch->id, 'clinician_id' => $clinician->id, 'status' => 'queued', ]); $job = new ProcessDisbursementTransfer($disbursement); $job->failed(new \RuntimeException('Stripe API error')); expect($disbursement->fresh()->status)->toBe('failed'); expect($disbursement->fresh()->error_message)->toBe('Stripe API error'); }); ``` Create `tests/Feature/Jobs/ProcessFeeChargeTest.php`: ```php create(); $charge1 = Charge::factory()->create(['clinician_id' => $clinician->id, 'status' => ChargeStatus::Pending]); $charge2 = Charge::factory()->create(['clinician_id' => $clinician->id, 'status' => ChargeStatus::Pending]); $settlementId = 'stl_' . $clinician->clinician_code . '-' . now()->format('ymd') . '-01'; (new ProcessFeeCharge($clinician, [$charge1->id, $charge2->id], $settlementId))->handle(); expect($charge1->fresh()->status)->toBe(ChargeStatus::Settled); expect($charge1->fresh()->settlement_id)->toBe($settlementId); expect($charge2->fresh()->status)->toBe(ChargeStatus::Settled); }); ``` - [ ] **Step 2: Run tests to verify they fail** Run: `php artisan test --compact --filter="ProcessDisbursementTransferTest|ProcessFeeChargeTest"` Expected: Class not found. - [ ] **Step 3: Create ProcessDisbursementTransfer job** Create `app/Jobs/ProcessDisbursementTransfer.php`: ```php disbursement->update(['status' => 'processing']); // TODO Phase 4: Replace with actual Stripe Transfer // Stripe\Transfer::create([ // 'amount' => (int) ($this->disbursement->net_amount * 100), // 'currency' => 'usd', // 'destination' => $clinician->stripe_connect_id, // ]); $this->disbursement->update([ 'status' => 'complete', 'stripe_transfer_id' => 'stub_' . uniqid(), ]); } public function failed(\Throwable $exception): void { $this->disbursement->update([ 'status' => 'failed', 'error_message' => $exception->getMessage(), ]); } } ``` - [ ] **Step 4: Create ProcessFeeCharge job** Create `app/Jobs/ProcessFeeCharge.php`: ```php $totalInCents, // 'currency' => 'usd', // 'customer' => $this->clinician->stripe_customer_id, // 'payment_method' => $defaultPaymentMethod, // 'confirm' => true, // ]); Charge::query()->whereIn('id', $this->chargeIds)->update([ 'status' => ChargeStatus::Settled, 'settlement_id' => $this->settlementId, 'settlement_date' => now()->toDateString(), ]); } public function failed(\Throwable $exception): void { \Log::error('Fee charge processing failed', [ 'clinician_id' => $this->clinician->id, 'charge_ids' => $this->chargeIds, 'error' => $exception->getMessage(), ]); } } ``` - [ ] **Step 5: Run tests** Run: `php artisan test --compact --filter="ProcessDisbursementTransferTest|ProcessFeeChargeTest"` Expected: All tests pass. - [ ] **Step 6: Run Pint and commit** ```bash vendor/bin/pint --dirty --format agent git add app/Jobs/ProcessDisbursementTransfer.php app/Jobs/ProcessFeeCharge.php tests/Feature/Jobs/ProcessDisbursementTransferTest.php tests/Feature/Jobs/ProcessFeeChargeTest.php git commit -m "feat: add queue jobs for disbursement transfers and fee charges" ``` --- ## Task 9: Fee Processing — Selective Processing + Card Surcharge **Files:** - Modify: `app/Livewire/Admin/FeeProcessing.php:1-170` - Modify: `resources/views/livewire/admin/fee-processing.blade.php` - Create: `tests/Feature/Admin/FeeProcessingEnhancedTest.php` - [ ] **Step 1: Write the failing tests** Create `tests/Feature/Admin/FeeProcessingEnhancedTest.php`: ```php admin()->create(); $c1 = Clinician::factory()->create(); $c2 = Clinician::factory()->create(); $service = ServiceCatalog::factory()->create(); Charge::factory()->create(['clinician_id' => $c1->id, 'service_catalog_id' => $service->id, 'status' => ChargeStatus::Pending, 'amount' => 10]); Charge::factory()->create(['clinician_id' => $c2->id, 'service_catalog_id' => $service->id, 'status' => ChargeStatus::Pending, 'amount' => 20]); Livewire::actingAs($admin) ->test(FeeProcessing::class) ->call('toggleClinician', $c1->id) ->call('processSelected') ->call('confirmProcess'); // Only c1's charge should be settled expect(Charge::where('clinician_id', $c1->id)->first()->status)->toBe(ChargeStatus::Settled); expect(Charge::where('clinician_id', $c2->id)->first()->status)->toBe(ChargeStatus::Pending); }); it('toggles select all', function () { $admin = User::factory()->admin()->create(); $c1 = Clinician::factory()->create(); $c2 = Clinician::factory()->create(); $service = ServiceCatalog::factory()->create(); Charge::factory()->create(['clinician_id' => $c1->id, 'service_catalog_id' => $service->id, 'status' => ChargeStatus::Pending]); Charge::factory()->create(['clinician_id' => $c2->id, 'service_catalog_id' => $service->id, 'status' => ChargeStatus::Pending]); Livewire::actingAs($admin) ->test(FeeProcessing::class) ->call('toggleSelectAll') ->assertNotEmpty('selectedClinicianIds'); }); ``` - [ ] **Step 2: Run tests to verify they fail** Run: `php artisan test --compact --filter=FeeProcessingEnhancedTest` Expected: Method `toggleClinician` not found. - [ ] **Step 3: Add selective processing methods to FeeProcessing** Add these properties after `$confirmTotalAmount` in `app/Livewire/Admin/FeeProcessing.php`: ```php /** @var int[] */ public array $selectedClinicianIds = []; public bool $selectAll = false; public bool $processingSelected = false; ``` Add these methods before `confirmProcess()`: ```php public function toggleClinician(int $id): void { if (in_array($id, $this->selectedClinicianIds)) { $this->selectedClinicianIds = array_values(array_diff($this->selectedClinicianIds, [$id])); } else { $this->selectedClinicianIds[] = $id; } } public function toggleSelectAll(): void { if (count($this->selectedClinicianIds) > 0) { $this->selectedClinicianIds = []; $this->selectAll = false; } else { $this->selectedClinicianIds = Clinician::query() ->whereHas('charges', fn ($q) => $q->pending()) ->pluck('id') ->toArray(); $this->selectAll = true; } } public function processSelected(): void { if (empty($this->selectedClinicianIds)) { return; } $totals = $this->getPendingTotals($this->selectedClinicianIds); $this->confirmTotalCount = $totals['totalCount']; $this->confirmTotalAmount = number_format($totals['totalAmount'], 2); $this->showConfirmation = true; $this->processingSelected = true; $this->processingResult = null; } ``` Update `processAllPending()` to set `$this->processingSelected = false;`. Update `confirmProcess()` to filter by `$this->selectedClinicianIds` when `$this->processingSelected` is true: Replace the clinicians query in `confirmProcess()`: ```php $cliniciansQuery = Clinician::query()->with('user') ->whereHas('charges', fn ($q) => $q->pending()); if ($this->processingSelected && ! empty($this->selectedClinicianIds)) { $cliniciansQuery->whereIn('id', $this->selectedClinicianIds); } $clinicians = $cliniciansQuery->get(); ``` Also add after the settlement is complete: ```php $this->selectedClinicianIds = []; $this->selectAll = false; $this->processingSelected = false; ``` Update `getPendingTotals()` to accept an optional filter: ```php /** * @param int[]|null $clinicianIds * @return array{totalCount: int, totalAmount: float} */ private function getPendingTotals(?array $clinicianIds = null): array { $query = Charge::query()->pending(); if ($clinicianIds) { $query->whereIn('clinician_id', $clinicianIds); } $result = $query->selectRaw('COUNT(*) as total_count, COALESCE(SUM(amount), 0) as total_amount')->first(); return [ 'totalCount' => (int) $result->total_count, 'totalAmount' => (float) $result->total_amount, ]; } ``` - [ ] **Step 4: Update the Blade view for checkboxes and "Process Selected"** In `resources/views/livewire/admin/fee-processing.blade.php`, add a checkbox column to the summary table header and each row. Add a "Process Selected" button next to "Process All Pending". The clinician name should link to the support services page. Add checkbox to table header: ```blade 0) class="rounded border-gray-300 text-gold focus:ring-gold"> ``` Add checkbox to each row: ```blade id, $selectedClinicianIds)) class="rounded border-gray-300 text-gold focus:ring-gold"> ``` Make clinician name a link: ```blade {{ $row['clinician']->display_name }} ({{ $row['clinician']->clinician_code }}) ``` Add "Process Selected" button: ```blade @if (count($selectedClinicianIds)) @endif ``` - [ ] **Step 5: Run tests** Run: `php artisan test --compact --filter=FeeProcessingEnhancedTest` Expected: All tests pass. - [ ] **Step 6: Run Pint and commit** ```bash vendor/bin/pint --dirty --format agent git add app/Livewire/Admin/FeeProcessing.php resources/views/livewire/admin/fee-processing.blade.php tests/Feature/Admin/FeeProcessingEnhancedTest.php git commit -m "feat: add selective clinician processing and clinician name links in fee processing" ``` --- ## Task 10: UI Polish — ID Click Behavior + Clinician Name Link **Files:** - Modify: `resources/views/livewire/admin/sessions-database.blade.php` - [ ] **Step 1: Update session ID click behavior** In the sessions database table, find the `session_id` cell and change it to: ```blade ``` Similarly for `client_id`: ```blade @if ($session->client_id) @else — @endif ``` - [ ] **Step 2: Visual verification** Run `npm run build` (or ask user to start dev server) and visit `/admin/sessions` to verify: - Clicking a session ID populates the search bar - Arrow icon opens the slide-over - Clicking a client ID populates the search bar - [ ] **Step 3: Run Pint and commit** ```bash vendor/bin/pint --dirty --format agent git add resources/views/livewire/admin/sessions-database.blade.php git commit -m "feat: add ID click-to-search and arrow navigation in sessions database" ``` --- ## Task 11: Final Integration — Run All Tests - [ ] **Step 1: Run the full test suite** ```bash php artisan test --compact ``` Expected: All tests pass. - [ ] **Step 2: Fix any failures** If any tests fail, diagnose and fix. Common issues: - Migration order (run `php artisan migrate:fresh` in test to reset) - Factory states missing new columns (add `payment_method_type` default to ClinicianFactory) - [ ] **Step 3: Run Pint on everything** ```bash vendor/bin/pint --format agent ``` - [ ] **Step 4: Final commit if needed** ```bash git add -A git commit -m "fix: resolve integration test issues from Phase 2+3 gap-fill" ```