Add Cases module for PVS patient case file management by panteLx · Pull Request #42 · panteLx/BetterTracker

panteLx · 2026-08-06T18:15:28Z

Summary

Adds a second module (Cases) alongside the finance tracker: workspaces for patient case files, reusing the owner/admin/write/read permission model from trackers, switchable via a new area switcher in the header.
Case files move through a status workflow — Needs processing → Medical controlling → Queued for PVS (optional) → Sent to PVS → Done — with a Returned action that resets a case back to Needs processing and tracks a return count.
Sending case files to PVS bundles them into a dated submission batch with per-case-type PDF exports; admins can hide/unhide a batch from the submissions list without touching its case files' status or history.
Editors (write permission) can edit/change status on any case file in the workspace, not just ones they created; the case detail sheet and comment form now render read-only for users without write access instead of silently failing on save.
README updated with a Cases feature row and a short "Cases Module" section.

Test plan

npx tsc --noEmit passes
npx eslint . passes
Manually walked the full status workflow in the browser (needs processing → medical controlling → queued for PVS → sent to PVS → done/returned)
Verified PVS submission batch hide/unhide preserves case file status and history
Verified read-only permission gating in the case file sheet and comment form
Reviewer smoke test on a fresh npm run db:migrate (adds migrations 0005–0007)

🤖 Generated with Claude Code

Summary by CodeRabbit

New Features
- Added case workspaces with customizable settings, member permissions, and workspace navigation.
- Added a case board for creating, editing, filtering, sorting, commenting on, and processing case files.
- Added workflow actions for advancing, queuing, submitting, completing, and returning cases.
- Added PVS submission batches with visibility controls, case details, and downloadable PDF exports.
- Added English and German translations and a module switcher for navigating between application areas.
Documentation
- Updated the README with case workspace, workflow, submission batch, and PDF export information.

Introduces a second module alongside the finance tracker: workspaces for patient case files with the same owner/admin/write/read permission model as trackers. Case files move through a status workflow (needs processing -> medical controlling -> queued for PVS -> sent to PVS -> done, with a returned path back to needs processing), get bundled into dated PVS submission batches with per-case-type PDF exports, and admins can hide/unhide batches without touching case file status or history. Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>

coderabbitai · 2026-08-06T18:16:02Z

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The pull request is closed.

ℹ️ Recent review info

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Configuration used: defaults

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Run ID: 8197129f-55dd-4ccb-b758-51c3d2bba3f9

📥 Commits

Reviewing files that changed from the base of the PR and between 9df417b and 93b8a26.

⛔ Files ignored due to path filters (1)

package-lock.json is excluded by !**/package-lock.json

📒 Files selected for processing (58)

README.md
app/api/case-workspaces/[id]/batches/[batchId]/pdf/[caseType]/route.ts
app/api/case-workspaces/[id]/batches/[batchId]/route.ts
app/api/case-workspaces/[id]/batches/route.ts
app/api/case-workspaces/[id]/case-files/[caseFileId]/comments/[commentId]/route.ts
app/api/case-workspaces/[id]/case-files/[caseFileId]/comments/route.ts
app/api/case-workspaces/[id]/case-files/[caseFileId]/route.ts
app/api/case-workspaces/[id]/case-files/mark-done/route.ts
app/api/case-workspaces/[id]/case-files/mark-queued-for-pvs/route.ts
app/api/case-workspaces/[id]/case-files/mark-returned/route.ts
app/api/case-workspaces/[id]/case-files/route.ts
app/api/case-workspaces/[id]/case-files/send-to-medizin-controlling/route.ts
app/api/case-workspaces/[id]/members/[memberId]/route.ts
app/api/case-workspaces/[id]/members/candidates/route.ts
app/api/case-workspaces/[id]/members/route.ts
app/api/case-workspaces/[id]/route.ts
app/api/case-workspaces/route.ts
app/cases/[workspaceId]/batches/page.tsx
app/cases/[workspaceId]/page.tsx
app/cases/[workspaceId]/settings/page.tsx
app/cases/page.tsx
components/cases/batches-client.tsx
components/cases/bulk-action-bar.tsx
components/cases/case-board-client.tsx
components/cases/case-comments.tsx
components/cases/case-file-sheet.tsx
components/cases/case-workspace-list-client.tsx
components/cases/case-workspace-settings-client.tsx
components/layout/app-header.tsx
components/layout/cases-header.tsx
components/layout/cases-page-container.tsx
components/layout/module-switcher.tsx
drizzle/0005_broken_human_fly.sql
drizzle/0006_woozy_mastermind.sql
drizzle/0007_flippant_greymalkin.sql
drizzle/meta/0005_snapshot.json
drizzle/meta/0006_snapshot.json
drizzle/meta/0007_snapshot.json
drizzle/meta/_journal.json
lib/auth/case-workspace-access.ts
lib/auth/case-workspace-guards.ts
lib/case-workspaces.ts
lib/client-fetch.ts
lib/db/schema.ts
lib/i18n/request.ts
lib/services/case-file-service.ts
lib/services/pdf/pvs-submission-document.tsx
lib/services/pdf/render-pvs-submission-pdf.ts
lib/services/pvs-submission-service.ts
lib/validators/case-file-bulk.ts
lib/validators/case-file-comment.ts
lib/validators/case-file.ts
lib/validators/pvs-batch.ts
messages/de-DE/cases.json
messages/de-DE/nav.json
messages/en-US/cases.json
messages/en-US/nav.json
package.json

📝 Walkthrough

Walkthrough

The PR adds a Cases module with workspaces, members, case files, comments, workflow transitions, PVS submission batches, PDF exports, access controls, localized pages, and navigation.

Changes

Cases module

Layer / File(s)	Summary
Cases data model and contracts `drizzle/`, `lib/db/schema.ts`, `lib/validators/`	Adds database tables, relations, indexes, status contracts, and strict request validation for case management.
Workspace access and management `lib/auth/`, `lib/case-workspaces.ts`, `app/api/case-workspaces/`	Adds workspace access guards, workspace CRUD, membership management, candidate search, visibility rules, and audit-backed mutations.
Case-file workflow and collaboration `lib/services/case-file-service.ts`, `app/api/case-workspaces//case-files/`, `components/cases/case-board-client.tsx`, `components/cases/case-file-sheet.tsx`, `components/cases/case-comments.tsx`, `components/cases/bulk-action-bar.tsx`	Adds case-file listing, editing, deletion, comments, filtering, status transitions, return tracking, and bulk actions.
PVS submissions and PDF exports `lib/services/pvs-submission-service.ts`, `lib/services/pdf/`, `app/api/case-workspaces//batches/*`, `components/cases/batches-client.tsx`	Adds submission batches, hidden-batch controls, case-type counts, batch details, PDF rendering, downloads, and batch actions.
Cases navigation, pages, and localization `app/cases/`, `components/layout/`, `messages/*`, `lib/i18n/request.ts`, `README.md`	Adds authenticated Cases pages, shared layout components, module switching, English and German messages, and Cases documentation.

Estimated code review effort: 5 (Critical) | ~120 minutes

Sequence Diagram(s)

sequenceDiagram
  participant User
  participant CaseBoardClient
  participant CaseFileService
  participant PvsSubmissionService
  participant PdfRoute
  participant PvsSubmissionDocument
  User->>CaseBoardClient: select eligible case files
  CaseBoardClient->>CaseFileService: advance or queue case files
  CaseBoardClient->>PvsSubmissionService: submit case files to PVS
  PvsSubmissionService-->>CaseBoardClient: return batch and submitted files
  User->>PdfRoute: request case-type PDF
  PdfRoute->>PvsSubmissionDocument: render batch detail
  PvsSubmissionDocument-->>User: download PDF

Possibly related PRs

panteLx/BetterTracker#1: Establishes shared database, fetch, layout, and localization infrastructure used by this PR.
panteLx/BetterTracker#26: Also extends authenticated header navigation.

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Commit unit tests in branch feature/cases-module

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panteLx merged commit f35b743 into main Aug 6, 2026
1 check was pending

panteLx deleted the feature/cases-module branch August 6, 2026 18:18

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Add Cases module for PVS patient case file management - #42

Add Cases module for PVS patient case file management#42
panteLx merged 1 commit into
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feature/cases-module

panteLx commented Aug 6, 2026 •

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panteLx commented Aug 6, 2026 •

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