feat(backend): add store iterators (claims, remits, providers, activity)

2026-06-19 19:06:10 -06:00
parent 2a78d129ca
commit 0fa80e29d5
2 changed files with 208 additions and 0 deletions
@@ -59,6 +59,130 @@ class InMemoryStore:
        with self._lock:
            return list(self._batches)

+    def iter_claims(
+        self,
+        *,
+        batch_id: str | None = None,
+        status: str | None = None,
+        provider_npi: str | None = None,
+        date_from: str | None = None,
+        date_to: str | None = None,
+        sort: str | None = None,
+        order: str = "desc",
+        limit: int = 100,
+        offset: int = 0,
+    ) -> Iterable[dict]:
+        with self._lock:
+            all_claims: list[dict] = []
+            for b in self._batches:
+                if b.kind != "837p":
+                    continue
+                if batch_id is not None and b.id != batch_id:
+                    continue
+                # ParseResult / ParseResult835 union: 837p kinds are ParseResult
+                result = b.result  # type: ignore[assignment]
+                for c in result.claims:
+                    all_claims.append(to_ui_claim(
+                        c, batch_id=b.id, parsed_at=b.parsed_at,
+                    ))
+            if status is not None:
+                all_claims = [c for c in all_claims if c["status"] == status]
+            if provider_npi is not None:
+                all_claims = [c for c in all_claims if c["providerNpi"] == provider_npi]
+            if sort is not None:
+                all_claims.sort(
+                    key=lambda c: c.get(sort, 0) or 0,
+                    reverse=(order == "desc"),
+                )
+            yield from all_claims[offset:offset + limit]
+
+    def iter_remittances(
+        self,
+        *,
+        batch_id: str | None = None,
+        payer: str | None = None,
+        claim_id: str | None = None,
+        date_from: str | None = None,
+        date_to: str | None = None,
+        sort: str | None = None,
+        order: str = "desc",
+        limit: int = 100,
+        offset: int = 0,
+    ) -> Iterable[dict]:
+        with self._lock:
+            all_remits: list[dict] = []
+            for b in self._batches:
+                if b.kind != "835":
+                    continue
+                if batch_id is not None and b.id != batch_id:
+                    continue
+                # 835 kinds are ParseResult835; its claims list holds ClaimPayment
+                result = b.result  # type: ignore[assignment]
+                for cp in result.claims:
+                    all_remits.append(to_ui_remittance(
+                        cp, batch_id=b.id, parsed_at=b.parsed_at,
+                    ))
+            if payer is not None:
+                all_remits = [r for r in all_remits if r.get("payerName") == payer]
+            if claim_id is not None:
+                all_remits = [r for r in all_remits if r["claimId"] == claim_id]
+            if sort is not None:
+                all_remits.sort(
+                    key=lambda r: r.get(sort, 0) or 0,
+                    reverse=(order == "desc"),
+                )
+            yield from all_remits[offset:offset + limit]
+
+    def distinct_providers(self) -> list[dict]:
+        with self._lock:
+            by_npi: dict[str, dict] = {}
+            for b in self._batches:
+                if b.kind != "837p":
+                    continue
+                result = b.result  # type: ignore[assignment]
+                if not result.claims:
+                    continue
+                # billing_provider lives on each claim, not at the batch level
+                bp = result.claims[0].billing_provider
+                npi = bp.npi
+                if npi not in by_npi:
+                    by_npi[npi] = to_ui_provider(
+                        npi=npi,
+                        name=bp.name or "",
+                        tax_id=bp.tax_id,
+                        claim_count=0,
+                        outstanding_ar=0.0,
+                    )
+                by_npi[npi]["claimCount"] += len(result.claims)
+            return list(by_npi.values())
+
+    def recent_activity(self, *, limit: int = 200) -> list[dict]:
+        with self._lock:
+            events: list[dict] = []
+            for b in reversed(self._batches):
+                if b.kind == "837p":
+                    result = b.result  # type: ignore[assignment]
+                    for c in result.claims:
+                        events.append(to_activity_event(
+                            id=f"{b.id}:{c.claim_id}",
+                            kind="claim_submitted",
+                            message=f"Claim {c.claim_id} submitted · {c.payer.name}",
+                            timestamp=b.parsed_at,
+                            npi=c.billing_provider.npi,
+                            amount=float(c.claim.total_charge or 0.0),
+                        ))
+                elif b.kind == "835":
+                    result = b.result  # type: ignore[assignment]
+                    for cp in result.claims:
+                        events.append(to_activity_event(
+                            id=f"{b.id}:{cp.payer_claim_control_number}",
+                            kind="remit_received",
+                            message=f"Remit {cp.payer_claim_control_number} received",
+                            timestamp=b.parsed_at,
+                            amount=float(cp.total_paid or 0.0),
+                        ))
+            return events[:limit]
+

 store = InMemoryStore()

@@ -203,3 +203,87 @@ def test_to_activity_event_uses_iso_timestamp():
    assert out["id"] == "a1"
    assert out["kind"] == "claim_submitted"
    assert out["amount"] == 100.0
+
+
+# ---------------------------------------------------------------------------
+# Task 3: Iterators
+# ---------------------------------------------------------------------------
+
+
+def test_iter_claims_filters_by_status():
+    s = InMemoryStore()
+    result = _make_result()
+    a = _make_claim("A")
+    b = _make_claim("B")
+    b.validation = ValidationReport(
+        passed=True, errors=[],
+        warnings=[ValidationIssue(rule="W1", severity="warning", message="x")],
+    )
+    result.claims = [a, b]
+    s.add(BatchRecord(
+        id="1", kind="837p", input_filename="a.txt",
+        parsed_at="2026-06-19T12:00:00Z", result=result,
+    ))
+    out = list(s.iter_claims(status="submitted"))
+    assert all(c["status"] == "submitted" for c in out)
+    assert any(c["id"] == "A" for c in out)
+    out_pending = list(s.iter_claims(status="pending"))
+    assert all(c["status"] == "pending" for c in out_pending)
+    assert any(c["id"] == "B" for c in out_pending)
+
+
+def test_iter_claims_filters_by_batch_id():
+    s = InMemoryStore()
+    s.add(BatchRecord(
+        id="b1", kind="837p", input_filename="a.txt",
+        parsed_at="2026-06-19T12:00:00Z", result=_make_result(),
+    ))
+    out = list(s.iter_claims(batch_id="b1"))
+    assert all(c["batchId"] == "b1" for c in out)
+
+
+def test_iter_claims_sorts_by_billed_amount_desc():
+    s = InMemoryStore()
+    result = _make_result()
+    result.claims = [
+        _make_claim("cheap"),
+        _make_claim("expensive"),
+    ]
+    result.claims[0].claim.total_charge = Decimal("50.00")
+    result.claims[1].claim.total_charge = Decimal("500.00")
+    s.add(BatchRecord(
+        id="b1", kind="837p", input_filename="a.txt",
+        parsed_at="2026-06-19T12:00:00Z", result=result,
+    ))
+    out = list(s.iter_claims(sort="billedAmount", order="desc"))
+    assert out[0]["id"] == "expensive"
+    assert out[1]["id"] == "cheap"
+
+
+def test_distinct_providers_aggregates_claims():
+    s = InMemoryStore()
+    result = _make_result()
+    result.claims = [_make_claim("A"), _make_claim("B")]
+    s.add(BatchRecord(
+        id="b1", kind="837p", input_filename="a.txt",
+        parsed_at="2026-06-19T12:00:00Z", result=result,
+    ))
+    out = s.distinct_providers()
+    assert len(out) == 1
+    assert out[0]["npi"] == "1234567890"
+    assert out[0]["claimCount"] == 2
+
+
+def test_recent_activity_returns_newest_first():
+    s = InMemoryStore()
+    s.add(BatchRecord(
+        id="b1", kind="837p", input_filename="a.txt",
+        parsed_at="2026-06-19T11:00:00Z", result=_make_result(),
+    ))
+    s.add(BatchRecord(
+        id="b2", kind="837p", input_filename="b.txt",
+        parsed_at="2026-06-19T12:00:00Z", result=_make_result(),
+    ))
+    out = s.recent_activity(limit=10)
+    assert out[0]["timestamp"] == "2026-06-19T12:00:00Z"
+    assert out[1]["timestamp"] == "2026-06-19T11:00:00Z"