Data Model

Financial recalculation logic, table-level action matrix, and dependent entity handling for Order Split.

Strategy

Order Split uses a shift FK + selective clone model — rows either travel with the moved tests or get copied independently onto the new bill.

Financial recalculation

All financial fields on the split bill are derived proportionally from the parent bill.

Proportion formula

split_base_amount   = Σ (testAmount - testConsc)  for each non-profile BillingInfo in selection
original_base_total = parent.billTotalAmount - parent.billAdditionalAmount
                      + parent.TDSAmount - parent.vat

split_proportion = split_base_amount / original_base_total

Derived split values

Field	Formula
`vat`	`original_vat × split_proportion`
`TDSAmount`	`original_tds × split_proportion`
`billAdditionalAmount`	`original_additional × split_proportion`
`billTotalAmount`	`split_base_amount + split_additional - split_tds + split_vat`
`vat_percent`	`(split_vat / (split_total - split_vat)) × 100`
`co_pay_amount`	`Σ co_pay_amount` per selected non-profile row
`deductible_amount`	`Σ deductible_amount` per selected non-profile row
`patientPayableAmount`	`co_pay_amount + deductible_amount`

Parent bill values are reduced by exactly the split-side values (no rounding loss across both bills).

Non-insurance destination source

When new_source is not insurance, the split bill has insurance-specific fields reset to 0:

co_pay_amount = 0
deductible_amount = 0
patientPayableAmount = 0

The same reset is applied to the moved BillingInfo rows via shift_update_billing_info.

Order number

The split bill's orderNumber is derived from the parent:

parent.orderNumber = "ORD-1234"     →  split.orderNumber = "ORD-1234~1"
parent.orderNumber = "ORD-1234~1"  →  split.orderNumber = "ORD-1234~2"

Table action matrix

Model / Table	Action	Notes
`billing`	Create + update parent	Split bill created; parent bill reduced
`billingInfo`	Shift FK	Selected rows moved to split bill
`labReportRelation`	Shift FK	Moved test report rows updated to split bill
`collectedSample`	Conditional create + relink	New sample only when parent and split share one
`billing_icd`	Shift + create	Test-level rows shifted; bill-level rows copied
`billing_modifier`	Shift + create	Test-level rows shifted; bill-level rows copied
`org_test_count_ledger`	Shift FK	Rows for moved tests reassigned to split bill
`payments`	Create	Zero-amount CASH row bootstraps split bill
`symptoms_user_bill_relation`	Create	Parent rows cloned for split bill
`UserBillInsurance`	Create	Split bill gets insurance row when source is insurance
`organizationTransaction`	Fusion webhook	Negative-amount ledger entry sent via Fusion; `note_entry` is `true` for PREPAID orgs only. Skipped when `manageLedger` is disabled.
`bill_approval_action`	Create	Parent approval row cloned to split bill
`lab_missing_details`	Create	Unresolved bill-level rows copied to split bill
`attachments`	Copy + soft-delete	Smart reports soft-deleted on parent; eligible attachments copied
`QuestionValue` (AOE)	Shift + create	Bill-level AOE cloned; test/profile-level AOE shifted for moved reports
`QuestionValue` (consent)	Shift + create	Responses for moved reports shifted; bill/patient-level responses cloned
`LabFormLinkedProcesses`	Shift + create	Patient/bill-level processes cloned; test/profile-level processes shifted
`reportValues` / LRR doc stores	No change	Preserved via LRR identity continuity
`ReflexTestDetails`	No change	Logging table
`Notification`	No change	Logging table
`SmartReportGeneration`	No change	Logging table
`invoice`	No change	Invoiced bills are blocked from split
`formF`	No impact	Stays on parent bill
`billTransaction`	No impact	Split bill starts with a clean payment history
`onlinePayment`	No impact	Deferred table; currently not in use
`LinkedBills`	No impact	ABDM-linked bills are blocked before reaching this point
`inventoryTransaction`	No impact	Consumption logged at parent billing stage
`DoctorReportRelation`	No impact	Records are linked to reports
`LabForm`	Create (clone) / Unhandled	Consent forms are cloned for the split bill (revoked forms excluded); AOE config form structures are not migrated (only their `QuestionValue` responses are moved)
`BillClassifierTags`	Unhandled	Presence blocks split; not migrated
`TestClinicalInfo`	Unhandled	Presence blocks split; not migrated
`ProcessedFile`	Unhandled	Presence blocks split; not migrated
`homeCollection`	Unhandled	Presence blocks split
`emrAppointments`	Unhandled	Presence blocks split
`InsuranceClaim`	Unhandled	Presence blocks split
`BillClaimRelation`	Unhandled	Presence blocks split
`Kit`	Unhandled	Presence blocks split
`ShippingDetails`	Unhandled	Presence blocks split
`privilegeCardLedger`	Unhandled	Not migrated; no guard
`prescriptions`	Unhandled	Not migrated; no guard

A new CollectedSample is created only when a sample is shared — i.e. some tests staying on the parent and some moving to the split bill use the same sample row. If all tests on a sample move together, the existing sample row is simply relinked.

New samples reset positional fields: rackNo = 0, xPos = 0, yPos = 0, location = "". A new autoSampleID is generated.

Attachment handling

Active attachments are fetched for both the bill and moved report IDs.
Smart report attachments are soft-deleted on the parent (is_deleted = True).
Remaining allowed attachments are copied: Storage Manager is tried first; S3 direct copy with manual ES indexing is the fallback.
Copied attachments get new filenames ({original_name}_{timestamp}.{ext}).
The split bill's billingAttachment field is updated to the last copied URL.

ICD and modifier handling

Bill-level rows (no bill_info_id): new rows are created pointing to the split bill.
Test-level rows (have bill_info_id): rows for moved BillingInfo IDs are shifted via FK update.

LabForm records are split by type:

Consent LabForm — IS migrated. A new LabForm record is cloned for the split bill (new lab_form_slug UUID). Only non-revoked forms are processed.
AOE config LabForm — NOT migrated. The form config stays on the parent. Only the QuestionValue responses are moved.

QuestionValue records for moved reports are shifted; bill/patient-level records are cloned. AOE Promotion and Store process types are left on the parent bill.

See Transactions and Sync for the full migration sequence.