feat: rename sidebar to Portal Management + add portal categories endpoint

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

Author: Mounika-2311

src/main/java/org/ciyex/ehr/controller/portal/PortalDocumentsController.java

@@ -7,6 +7,7 @@
 import org.ciyex.ehr.portal.repository.DocumentReviewRepository;
 import org.ciyex.ehr.service.DocumentService;
 import org.ciyex.ehr.service.DocumentService.DownloadResult;
+import org.ciyex.ehr.service.DocumentSettingsService;
 import org.ciyex.ehr.service.PracticeContextService;
 import org.ciyex.ehr.service.portal.PortalGenericResourceService;
 import org.ciyex.ehr.service.portal.PortalNotificationService;
@@ -48,6 +49,7 @@ public class PortalDocumentsController {
     private final PortalGenericResourceService portalResourceService;
     private final DocumentReviewRepository documentReviewRepo;
     private final PortalNotificationService portalNotificationService;
+    private final DocumentSettingsService documentSettingsService;
 
     @GetMapping("/my")
     @PreAuthorize("hasAuthority('PATIENT') or hasRole('PATIENT') or hasAuthority('SCOPE_patient/Patient.read')")
@@ -92,6 +94,23 @@ public ApiResponse<List<DocumentDto>> getMyDocuments(Authentication authenticati
         }
     }
 
+    @GetMapping("/categories")
+    @PreAuthorize("hasAuthority('PATIENT') or hasRole('PATIENT') or hasAuthority('SCOPE_patient/Patient.read')")
+    public ApiResponse<List<String>> getDocumentCategories() {
+        try {
+            var cats = documentSettingsService.getCategories();
+            List<String> active = cats.stream()
+                    .filter(c -> c.isActive())
+                    .map(c -> c.getName())
+                    .toList();
+            return ApiResponse.<List<String>>builder().success(true).data(active).build();
+        } catch (Exception e) {
+            log.debug("Could not load categories, using defaults: {}", e.getMessage());
+            return ApiResponse.<List<String>>builder().success(true)
+                    .data(List.of("Clinical", "Lab", "Imaging", "Insurance", "Other")).build();
+        }
+    }
+
     @PostMapping(value = "/upload", consumes = MediaType.MULTIPART_FORM_DATA_VALUE)
     @PreAuthorize("hasAuthority('PATIENT') or hasRole('PATIENT') or hasAuthority('SCOPE_patient/Patient.read')")
     public ResponseEntity<ApiResponse<DocumentDto>> uploadDocument(

src/main/resources/db/migration/V183__rename_document_management_to_portal_management.sql

@@ -0,0 +1,4 @@
+-- Rename "Document Management" to "Portal Management" in sidebar
+UPDATE menu_item
+SET label = 'Portal Management', item_key = 'portal-management', icon = 'ShieldCheck'
+WHERE id = 'b0000000-0000-0000-0000-000000000009';