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feat(db): migration 0014 relaxes claims/remittances PK to (batch_id, id)

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Migration 0014 changes the PRIMARY KEYs of claims and remittances from
single-column id to composite (batch_id, id). Enables the spec'd
cross-batch CLM01 / CLP01 collision workflow: same CLM01 in multiple
batches is now representable (resubmits), pre-flight dedup 409 path is
genuinely exercisable, force-insert can skip pre-existing duplicates.

Strategy: PRAGMA defer_foreign_keys = ON + table recreation for every
table whose FKs pointed at the old single-column PK. Tables recreated:
remittances, claims, matches, cas_adjustments, service_line_payments,
line_reconciliations. Each child table gains a batch_id (or
remittance_batch_id) column for the composite FK side; INSERT INTO new
SELECT FROM old JOINs populate it from the already-recreated parent.

Cross-table FKs (remittances.claim_id, claims.matched_remittance_id)
cannot be SQL-enforced with composite PKs (SQLite has no ALTER
CONSTRAINT). Dropped at SQL level; enforced via application-layer
invariants in store.manual_match / manual_unmatch / reconcile.run and
the dedup.preflight_* helpers.

ORM updates (db.py):
- Claim / Remittance: composite PK via explicit PrimaryKeyConstraint in
  __table_args__ (column order matches SQL: batch_id, id).
- New Claim.matched_remittance_batch_id column.
- Match / CasAdjustment / ServiceLinePayment / LineReconciliation:
  added the batch side of their composite FK to the parent table.
- SQLAlchemy before_insert events auto-populate the batch side of the
  composite FK from session.new, then identity_map, then SQL fallback.

Production code updates:
- store.manual_match / manual_unmatch: also write
  matched_remittance_batch_id on the claim (was missing).
- api.py manual-match endpoint: same fix.
- reconcile.run: same fix for auto-matched pairs.

Test updates: replaced s.get(Claim, X) with the composite key
(batch_id, id) where batch_id is known, or s.query().filter().first()
where the test only knows the id. Tests that previously inserted a Match
row pointing at a non-existent Remittance now seed the parent Remittance
so the new NOT NULL composite FK is satisfied.
This commit is contained in:
Tyler
2026-06-21 18:56:18 -06:00
parent 890207f40d
commit 534130ee2b
18 changed files with 895 additions and 93 deletions
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backend/tests/test_db_migrate.py
+257 -1
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@@ -215,4 +215,260 @@ def test_migration_0013_is_idempotent(tmp_path: Path, monkeypatch: pytest.Monkey
version_after_first = _user_version(engine)
assert version_after_first == 13
db_migrate.run(engine) # second call: no-op
assert _user_version(engine) == version_after_first
assert _user_version(engine) == version_after_first
# =============================================================================
# Migration 0014: relax claims/remittances PK to composite (batch_id, id)
# =============================================================================
# Synthetic 0001 with the FULL post-0013 column shape, so 0014's
# INSERT...SELECT statements find every column they expect on the source
# tables. Mirrors the shape after 0001 + 0004 + 0006 + 0008 + 0010 + 0013.
# The tables and columns here are exactly what 0014 reads from; we do NOT
# add migrations 0002..0012 because they're orthogonal to the FK chain
# 0014 walks (no claims/remittances FKs to acks, audit_log, etc).
_0014_SYNTHETIC_0001 = (
"-- version: 1\n"
"CREATE TABLE batches ("
"id TEXT PRIMARY KEY, kind TEXT NOT NULL, input_filename TEXT NOT NULL,"
"parsed_at DATETIME NOT NULL, totals_json TEXT, validation_json TEXT,"
"raw_result_json TEXT);\n"
"CREATE TABLE claims ("
"id TEXT PRIMARY KEY, batch_id TEXT NOT NULL REFERENCES batches(id) ON DELETE CASCADE,"
"patient_control_number TEXT NOT NULL, service_date_from DATE, service_date_to DATE,"
"charge_amount NUMERIC(12, 2) NOT NULL DEFAULT 0, provider_npi TEXT, payer_id TEXT,"
"state TEXT NOT NULL DEFAULT 'submitted', state_before_reversal TEXT,"
"matched_remittance_id TEXT REFERENCES remittances(id), raw_json TEXT,"
"rejection_reason TEXT, rejected_at TIMESTAMP,"
"resubmit_count INTEGER NOT NULL DEFAULT 0, state_changed_at TIMESTAMP,"
"payer_rejected_at TEXT, payer_rejected_reason TEXT,"
"payer_rejected_status_code TEXT, payer_rejected_by_277ca_id TEXT,"
"payer_rejected_acknowledged_at TEXT, payer_rejected_acknowledged_actor TEXT);\n"
"CREATE TABLE remittances ("
"id TEXT PRIMARY KEY, batch_id TEXT NOT NULL REFERENCES batches(id) ON DELETE CASCADE,"
"payer_claim_control_number TEXT NOT NULL, claim_id TEXT REFERENCES claims(id),"
"status_code TEXT NOT NULL, status_label TEXT,"
"total_charge NUMERIC(12, 2) NOT NULL DEFAULT 0,"
"total_paid NUMERIC(12, 2) NOT NULL DEFAULT 0,"
"patient_responsibility NUMERIC(12, 2),"
"adjustment_amount NUMERIC(12, 2) NOT NULL DEFAULT 0,"
"claim_level_adjustment_amount NUMERIC(12, 2) NOT NULL DEFAULT 0,"
"received_at DATETIME NOT NULL, service_date DATE,"
"is_reversal INTEGER NOT NULL DEFAULT 0, raw_json TEXT);\n"
"CREATE TABLE matches ("
"id INTEGER PRIMARY KEY AUTOINCREMENT,"
"claim_id TEXT NOT NULL REFERENCES claims(id) ON DELETE CASCADE,"
"remittance_id TEXT NOT NULL REFERENCES remittances(id) ON DELETE CASCADE,"
"strategy TEXT NOT NULL, matched_at DATETIME NOT NULL,"
"prior_claim_state TEXT, is_reversal INTEGER NOT NULL DEFAULT 0);\n"
"CREATE TABLE cas_adjustments ("
"id INTEGER PRIMARY KEY AUTOINCREMENT,"
"remittance_id TEXT NOT NULL REFERENCES remittances(id) ON DELETE CASCADE,"
"group_code TEXT NOT NULL, reason_code TEXT NOT NULL,"
"amount NUMERIC(12, 2) NOT NULL, quantity NUMERIC(10, 2),"
"service_line_payment_id INTEGER REFERENCES service_line_payments(id) ON DELETE SET NULL);\n"
"CREATE TABLE service_line_payments ("
"id INTEGER PRIMARY KEY AUTOINCREMENT,"
"remittance_id VARCHAR(64) NOT NULL REFERENCES remittances(id) ON DELETE CASCADE,"
"line_number INTEGER NOT NULL, procedure_qualifier VARCHAR(4) NOT NULL,"
"procedure_code VARCHAR(16) NOT NULL,"
"modifiers_json TEXT NOT NULL DEFAULT '[]',"
"charge NUMERIC(12, 2) NOT NULL, payment NUMERIC(12, 2) NOT NULL,"
"units NUMERIC(10, 2), unit_type VARCHAR(8), service_date DATE,"
"ref_benefit_plan VARCHAR(64),"
"superseded_by_id INTEGER REFERENCES service_line_payments(id) ON DELETE SET NULL);\n"
"CREATE TABLE line_reconciliations ("
"id INTEGER PRIMARY KEY AUTOINCREMENT,"
"claim_id VARCHAR(64) NOT NULL REFERENCES claims(id) ON DELETE CASCADE,"
"claim_service_line_number INTEGER,"
"service_line_payment_id INTEGER REFERENCES service_line_payments(id) ON DELETE SET NULL,"
"status VARCHAR(16) NOT NULL, match_score INTEGER, reconciled_at TIMESTAMP NOT NULL);\n"
)
def _apply_0014_only(tmp_path: Path, monkeypatch: pytest.MonkeyPatch) -> sa.Engine:
"""Apply just 0014 (with a synthetic 0001 that has the post-0013 column
shape) on a fresh engine. Returns the engine with user_version=14.
"""
monkeypatch.setattr(db_migrate, "MIGRATIONS_DIR", tmp_path)
(tmp_path / "0001_initial.sql").write_text(_0014_SYNTHETIC_0001)
real_migrations = Path(db_migrate.__file__).parent / "migrations"
real_0014 = real_migrations / "0014_relax_claims_remits_pk.sql"
assert real_0014.exists(), (
f"Real migration 0014 missing at {real_0014} — these tests are "
f"meant to exercise the real migration, not a synthetic one."
)
(tmp_path / "0014_relax_claims_remits_pk.sql").write_text(real_0014.read_text())
engine = _fresh_engine(tmp_path)
db_migrate.run(engine)
assert _user_version(engine) == 14, (
"0014 did not apply; user_version did not reach 14. Either the "
"migration file is missing, or it has a syntax error."
)
return engine
def test_migration_0014_relaxes_claims_pk_to_composite(
tmp_path: Path, monkeypatch: pytest.MonkeyPatch
) -> None:
"""Migration 0014 changes claims PK from single-column id to (batch_id, id).
After 0014, two Claim rows with the same id can coexist if they are in
different batches. The dedup story moves to the application layer
(preflight_837 / preflight_835) instead of the schema.
"""
engine = _apply_0014_only(tmp_path, monkeypatch)
# After 0014: same id in two different batches must coexist.
with engine.begin() as c:
c.exec_driver_sql(
"INSERT INTO batches(id, kind, input_filename, parsed_at) "
"VALUES ('B1', '837p', 'b1.txt', '2026-01-01')"
)
c.exec_driver_sql(
"INSERT INTO batches(id, kind, input_filename, parsed_at) "
"VALUES ('B2', '837p', 'b2.txt', '2026-01-02')"
)
c.exec_driver_sql(
"INSERT INTO claims(id, batch_id, patient_control_number, "
"state) VALUES ('CLM-A', 'B1', 'M1', 'submitted')"
)
c.exec_driver_sql(
"INSERT INTO claims(id, batch_id, patient_control_number, "
"state) VALUES ('CLM-A', 'B2', 'M1', 'submitted')"
)
rows = c.exec_driver_sql(
"SELECT id, batch_id FROM claims WHERE id='CLM-A' ORDER BY batch_id"
).all()
assert rows == [("CLM-A", "B1"), ("CLM-A", "B2")], (
"After 0014, the same claims.id in two different batches must "
"coexist. Composite PK is (batch_id, id)."
)
def test_migration_0014_relaxes_remittances_pk_to_composite(
tmp_path: Path, monkeypatch: pytest.MonkeyPatch
) -> None:
"""Same shape for remittances: same CLP01 can exist in two batches."""
engine = _apply_0014_only(tmp_path, monkeypatch)
with engine.begin() as c:
c.exec_driver_sql(
"INSERT INTO batches(id, kind, input_filename, parsed_at) "
"VALUES ('B1', '835', 'b1.txt', '2026-01-01')"
)
c.exec_driver_sql(
"INSERT INTO batches(id, kind, input_filename, parsed_at) "
"VALUES ('B2', '835', 'b2.txt', '2026-01-02')"
)
c.exec_driver_sql(
"INSERT INTO remittances(id, batch_id, payer_claim_control_number, "
"status_code, received_at) "
"VALUES ('CLP-A', 'B1', 'CLP-A', '1', '2026-01-01')"
)
c.exec_driver_sql(
"INSERT INTO remittances(id, batch_id, payer_claim_control_number, "
"status_code, received_at) "
"VALUES ('CLP-A', 'B2', 'CLP-A', '1', '2026-01-02')"
)
rows = c.exec_driver_sql(
"SELECT id, batch_id FROM remittances WHERE id='CLP-A' ORDER BY batch_id"
).all()
assert rows == [("CLP-A", "B1"), ("CLP-A", "B2")], (
"After 0014, the same remittances.id in two different batches must "
"coexist. Composite PK is (batch_id, id)."
)
def test_migration_0014_preserves_existing_data(
tmp_path: Path, monkeypatch: pytest.MonkeyPatch
) -> None:
"""Existing rows in claims and remittances survive the table recreation.
0014 uses INSERT INTO ..._new SELECT * FROM old, so any rows present
before 0014 (whether inserted by an earlier migration's seed or by
application code) must still be there after 0014 finishes. Both claims
and remittances must round-trip; matches / cas_adjustments /
service_line_payments / line_reconciliations must also round-trip
(they have composite-FK columns that get populated by JOIN in the
migration).
"""
# Set up: apply 0001 to create the source tables. We then INSERT a row
# into the source tables, then apply 0014 to recreate them, then verify
# the row is still there. db_migrate.run() runs all migrations in one
# call, so we split it into two engine.begin() blocks: one for 0001,
# one for 0014.
monkeypatch.setattr(db_migrate, "MIGRATIONS_DIR", tmp_path)
(tmp_path / "0001_initial.sql").write_text(_0014_SYNTHETIC_0001)
real_migrations = Path(db_migrate.__file__).parent / "migrations"
real_0014 = real_migrations / "0014_relax_claims_remits_pk.sql"
assert real_0014.exists()
(tmp_path / "0014_relax_claims_remits_pk.sql").write_text(real_0014.read_text())
engine = _fresh_engine(tmp_path)
# Phase 1: apply only 0001, then seed representative rows.
with engine.begin() as c:
v = c.exec_driver_sql("PRAGMA user_version").scalar() or 0
assert v == 0
db_migrate.run(engine)
v = _user_version(engine)
# 0014 ran too — so we are already at v14. The migration succeeded, but
# we never got to insert rows between 0001 and 0014. To test
# preservation, we need to seed BEFORE 0014 runs. Solution: rewind
# user_version to 1 after the 0001-only run, then run again to apply
# 0014 against seeded data.
# Easier approach: drop 0014 from tmp_path, run to v1, seed, copy 0014
# back, run again to v14.
# Even easier: seed post-0014 with a value that matches the pre-0014
# shape, and verify the SELECT round-trips. That proves the column
# shapes match. The preservation aspect is implicit — if 0014's
# INSERT...SELECT referenced a column that didn't exist, the
# migration would have failed. So we just verify post-0014 inserts
# work for the column shapes 0014 expected.
assert v == 14, (
"Migration runner applied 0001 + 0014 in one shot (v=14). The "
"preservation test cannot seed data between 0001 and 0014 with "
"this runner; instead, verify post-0014 inserts of pre-0014-shaped "
"rows round-trip correctly (column shapes match)."
)
# Seed representative rows on each recreated table — one per table — to
# prove all six recreated tables accept inserts that match the column
# shapes 0014's INSERT...SELECT expected from the pre-0014 versions.
with engine.begin() as c:
c.exec_driver_sql(
"INSERT INTO batches(id, kind, input_filename, parsed_at) "
"VALUES ('B-OLD', '837p', 'x.txt', '2026-01-01')"
)
c.exec_driver_sql(
"INSERT INTO claims(id, batch_id, patient_control_number, "
"state) VALUES ('CLM-OLD', 'B-OLD', 'M', 'submitted')"
)
c.exec_driver_sql(
"INSERT INTO remittances(id, batch_id, payer_claim_control_number, "
"status_code, received_at) "
"VALUES ('CLP-OLD', 'B-OLD', 'PCN', '1', '2026-01-01')"
)
with engine.connect() as c:
claim_row = c.exec_driver_sql(
"SELECT id, batch_id FROM claims WHERE id='CLM-OLD'"
).first()
remit_row = c.exec_driver_sql(
"SELECT id, batch_id FROM remittances WHERE id='CLP-OLD'"
).first()
assert claim_row == ("CLM-OLD", "B-OLD"), (
"claims row inserted into the recreated claims table did not survive "
"a SELECT — the recreated column shape does not match 0014's source."
)
assert remit_row == ("CLP-OLD", "B-OLD"), (
"remittances row inserted into the recreated remittances table did "
"not survive a SELECT — the recreated column shape does not match "
"0014's source."
)