Batch Operations & Bulk Processing — Integration Document

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Integration Summary

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Integration Points

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Data Flow

User selects items (charges/claims/appointments)
  → BatchSelectionToolbar validates count ≤ batch_size_max
    → Batch hook creates pm_batch_jobs row (status: pending)
      → Sequential processing with progress tracking
        → pm_batch_jobs updated (processed_count, error_count, errors, status)
          → BatchProgressDialog shows results

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Database Entities

• pm_batch_jobs — Audit/progress tracking (no DELETE policy)
• pm_module_settings.batch_size_max — Max items per batch (default 200)
• pm_module_settings.batch_async_threshold — Async threshold (default 50)

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Security

• RLS via pm_has_org_access() (SELECT, INSERT, UPDATE with WITH CHECK)
• organization_id immutability trigger
• FORCE ROW LEVEL SECURITY enabled
• Error messages sanitized before persisting to pm_batch_jobs.errors

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Deferred

• Edge function async execution for large batches
• Real-time progress via Supabase Realtime subscriptions
• Scheduled/cron batch operations