care Data points for patient level report builder

Proposed Changes

Added Data points For Patient Level Report

Patient details,active account,invoices,charge items,payment reconciliations

Architecture changes

Remove this section if not used

Merge Checklist

[ ] Tests added/fixed
[ ] Update docs in /docs
[ ] Linting Complete
[ ] Any other necessary step

Only PR's with test cases included and passing lint and test pipelines will be reviewed

@ohcnetwork/care-backend-maintainers @ohcnetwork/care-backend-admins

Summary by CodeRabbit

New Features
- Discharge Bill report type now available for patients
- Enhanced reporting capabilities with account-level data including invoices, charge items, and payment reconciliation tracking
- Improved patient context in reports with comprehensive account and billing information
- Streamlined authorization for discharge bill access

_{✏️ Tip: You can customize this high-level summary in your review settings.}

Dec 16 '25 20:12 nandkishorr

📝 Walkthrough

Walkthrough

This PR adds invoice filter cleanup, introduces authorization and context builder infrastructure for patient and account reports, registers two new report types (patient summary and account report), and implements comprehensive data point context builders for accounts, invoices, charge items, payment reconciliations, and monetary components.

Changes

Cohort / File(s)	Summary
Invoice Filter Removal `care/emr/api/viewsets/invoice.py`	Removed the `encounter__external_id` UUID filter from InvoiceFilters.
Authorization Authorizers `care/emr/reports/authorizers/patient.py`, `care/emr/reports/authorizers/account.py`	Added two new authorizer classes: PatientReportAuthorizer (delegates to `can_view_clinical_data` and `can_write_patient_obj`) and AccountReportAuthorizer (delegates to `can_read_account_in_facility` and `can_update_account_in_facility`).
Authorization Exports `care/emr/reports/authorizers/__init__.py`	Exported AccountReportAuthorizer and PatientReportAuthorizer; reformatted DischargeSummaryReportAuthorizer import.
Report Type Registry `care/emr/reports/report_types.py`	Registered two new report types: `patient_summary` (Patient + PatientReportAuthorizer) and `account_report` (Account + AccountReportAuthorizer).
Context Builder Module Exports `care/emr/reports/context_builder/__init__.py`	Added re-exports from patient and account data_points modules alongside existing encounter exports.
Account Data Points `care/emr/reports/context_builder/data_points/account.py`	Introduced BaseAccountContextBuilder and AccountContextBuilder with 15 fields (name, status, billing_status, description, totals, components, invoices, charge items, payment reconciliations, dates), plus PatientAccountContextBuilder subclass.
Patient Data Points `care/emr/reports/context_builder/data_points/patient.py`	Added PatientContextBuilderBase extending SingleObjectContextBuilder with name, gender, age, and accounts fields; registered with DataPointRegistry.
Invoice Data Points `care/emr/reports/context_builder/data_points/invoice.py`	Introduced InvoiceReportFilter with status, title, and number filters; defined InvoiceContextBuilder and AccountInvoiceContextBuilder with six fields (title, status, number, total_net, total_gross, total_price_components).
Charge Item Data Points `care/emr/reports/context_builder/data_points/charge_items.py`	Added ChargeItemReportFilter and ChargeItemContextBuilder with eight fields; defined AccountChargeItemContextBuilder filtering by account.
Payment Reconciliation Data Points `care/emr/reports/context_builder/data_points/payment_reconciliation.py`	Introduced PaymentReconciliationReportFilter and PaymentReconciliationContextBuilder with nine fields (status, type, amount, reference number, kind, credit note flag, issuer type, outcome, method) and display mappings.
Monetary Component Data Points `care/emr/reports/context_builder/data_points/monetary_component.py`	Added MonetaryComponentContextBuilder and UnitPriceMonetaryComponentContextBuilder with four fields (type, code, factor, amount) and type display mapping.

Estimated code review effort

🎯 4 (Complex) | ⏱️ ~45 minutes

Authorization implementations (patient.py, account.py): Verify correct AuthorizationController action names and object retrieval logic
Data point context builders (multiple data_points/ files): Examine field definitions, filtering logic, parent_context relationships, and display mappings—especially cross-references between contexts (e.g., AccountContextBuilder→AccountInvoiceContextBuilder, charge items, payment reconciliations)
Report type registration (report_types.py): Confirm model imports and correct wiring to authorizer classes
Context builder re-exports (__init__.py): Validate that all necessary data point builders are properly exposed

Pre-merge checks and finishing touches

❌ Failed checks (1 warning, 1 inconclusive)

Check name	Status	Explanation	Resolution
Docstring Coverage	⚠️ Warning	Docstring coverage is 0.00% which is insufficient. The required threshold is 80.00%.	You can run `@coderabbitai generate docstrings` to improve docstring coverage.
Description check	❓ Inconclusive	The description covers proposed changes and mentions key data points added, but the merge checklist remains incomplete with unchecked boxes and no evidence of test coverage or documentation updates provided.	Provide details on test cases added, documentation updates in /docs, and confirmation that linting passed before merging.

✅ Passed checks (1 passed)

Check name	Status	Explanation
Title check	✅ Passed	The title accurately summarizes the main change: adding data points for patient-level report builders, which aligns with the substantial new modules and context builders introduced.

✨ Finishing touches

[ ] 📝 Generate docstrings

🧪 Generate unit tests (beta)

[ ] Create PR with unit tests
[ ] Post copyable unit tests in a comment
[ ] Commit unit tests in branch datapoint/patient

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Dec 16 '25 20:12 coderabbitai[bot]

Codecov Report

:x: Patch coverage is 90.28571% with 17 lines in your changes missing coverage. Please review. :white_check_mark: Project coverage is 74.72%. Comparing base (d423145) to head (d75afa0).

Files with missing lines	Patch %	Lines
care/emr/reports/authorizers/account.py	63.63%	4 Missing :warning:
care/emr/reports/authorizers/patient.py	63.63%	4 Missing :warning:
...emr/reports/context_builder/data_points/account.py	94.44%	2 Missing :warning:
...eports/context_builder/data_points/charge_items.py	92.30%	2 Missing :warning:
...emr/reports/context_builder/data_points/invoice.py	91.30%	2 Missing :warning:
.../context_builder/data_points/monetary_component.py	83.33%	2 Missing :warning:
...text_builder/data_points/payment_reconciliation.py	96.55%	1 Missing :warning:

Additional details and impacted files

@@             Coverage Diff             @@
##           develop    #3419      +/-   ##
===========================================
+ Coverage    74.60%   74.72%   +0.12%     
===========================================
  Files          449      457       +8     
  Lines        20646    20819     +173     
  Branches      2141     2141              
===========================================
+ Hits         15402    15558     +156     
- Misses        4782     4799      +17     
  Partials       462      462

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Dec 16 '25 20:12 codecov[bot]