feat(claim-drawer): validation rule opens peek with rule catalog

This commit is contained in:
Tyler
2026-06-21 17:58:36 -06:00
parent 786ead8c94
commit 8db5db7610
3 changed files with 304 additions and 5 deletions
@@ -6,8 +6,9 @@
import React, { act } from "react"; import React, { act } from "react";
import { createRoot, type Root } from "react-dom/client"; import { createRoot, type Root } from "react-dom/client";
import { describe, expect, it } from "vitest"; import { describe, expect, it, beforeEach } from "vitest";
import { ValidationPanel } from "./ValidationPanel"; import { ValidationPanel } from "./ValidationPanel";
import { DrillStackProvider } from "@/components/drill/DrillStackProvider";
import type { ClaimDetailValidation, ClaimDetailValidationIssue } from "@/types"; import type { ClaimDetailValidation, ClaimDetailValidationIssue } from "@/types";
function renderIntoContainer(element: React.ReactElement): { function renderIntoContainer(element: React.ReactElement): {
@@ -17,8 +18,11 @@ function renderIntoContainer(element: React.ReactElement): {
const container = document.createElement("div"); const container = document.createElement("div");
document.body.appendChild(container); document.body.appendChild(container);
const root: Root = createRoot(container); const root: Root = createRoot(container);
// SP21 Phase 5 Task 5.9: ValidationPanel now uses useDrillStack()
// to open validation-rule peeks. Wrap every render in a
// DrillStackProvider so the hook has a context to read from.
act(() => { act(() => {
root.render(element); root.render(<DrillStackProvider>{element}</DrillStackProvider>);
}); });
return { return {
container, container,
@@ -244,4 +248,129 @@ describe("ValidationPanel", () => {
unmount(); unmount();
}); });
it("SP21 Task 5.9: rule code is drillable (renders as a button)", () => {
// The rule code in each IssueGroup now wraps in a button with
// data-testid="...-rule-drill". The other rule codes also drill
// the same way.
const { container, unmount } = renderIntoContainer(
<ValidationPanel
validation={makeValidation({
passed: false,
errors: [
makeIssue({ rule: "R050_diagnosis_present" }),
],
warnings: [
makeIssue({
rule: "R200_units_recommended",
severity: "warning",
}),
],
})}
/>
);
const errorRuleDrill = container.querySelector(
'[data-testid="validation-errors-rule-drill"]',
);
const warningRuleDrill = container.querySelector(
'[data-testid="validation-warnings-rule-drill"]',
);
expect(errorRuleDrill).not.toBeNull();
expect(errorRuleDrill?.tagName).toBe("BUTTON");
expect(errorRuleDrill?.textContent).toContain("R050_diagnosis_present");
expect(warningRuleDrill).not.toBeNull();
expect(warningRuleDrill?.tagName).toBe("BUTTON");
expect(warningRuleDrill?.textContent).toContain("R200_units_recommended");
unmount();
});
it("SP21 Task 5.9: clicking the rule code opens the PeekModal", async () => {
// Clicking the rule code in the errors sub-section pushes a
// `{ kind: "rule", rule }` peek onto the drill stack. The peek
// is a Radix Dialog portal with the eyebrow "Validation rule"
// and the rule code as the title.
const { container, unmount } = renderIntoContainer(
<ValidationPanel
validation={makeValidation({
passed: false,
errors: [
makeIssue({ rule: "R050_diagnosis_present" }),
],
})}
/>
);
const ruleBtn = container.querySelector(
'[data-testid="validation-errors-rule-drill"]',
) as HTMLButtonElement | null;
expect(ruleBtn).not.toBeNull();
await act(async () => {
ruleBtn!.click();
await Promise.resolve();
});
// The PeekModal portals to document.body as a Radix dialog. Find
// the dialog with the "Validation rule" eyebrow.
const dialogs = document.body.querySelectorAll('[role="dialog"]');
const peekDialog = Array.from(dialogs).find((d) =>
d.textContent?.includes("Validation rule"),
);
expect(peekDialog).not.toBeNull();
// Title is the rule code.
expect(peekDialog?.textContent).toContain("R050_diagnosis_present");
// Body includes the catalog description for R050.
expect(peekDialog?.textContent).toContain("Diagnosis pointer present");
unmount();
});
it("SP21 Task 5.9: unknown rule still opens the peek (fallback note)", async () => {
// Rules not in the catalog still open the peek — operators
// should be able to correlate unknown rule codes to whatever
// they were just looking at. The peek shows an "Unknown rule"
// note instead of the catalog text.
const { container, unmount } = renderIntoContainer(
<ValidationPanel
validation={makeValidation({
passed: false,
errors: [
makeIssue({ rule: "R999_totally_made_up" }),
],
})}
/>
);
const ruleBtn = container.querySelector(
'[data-testid="validation-errors-rule-drill"]',
) as HTMLButtonElement | null;
expect(ruleBtn).not.toBeNull();
await act(async () => {
ruleBtn!.click();
await Promise.resolve();
});
const dialogs = document.body.querySelectorAll('[role="dialog"]');
const peekDialog = Array.from(dialogs).find((d) =>
d.textContent?.includes("Validation rule"),
);
expect(peekDialog).not.toBeNull();
expect(peekDialog?.textContent).toContain("R999_totally_made_up");
expect(peekDialog?.textContent).toContain("Unknown rule");
unmount();
});
});
beforeEach(() => {
// The PeekModal portals to document.body as a Radix dialog. Wipe
// any leftover dialogs between tests so the "find dialog by
// eyebrow" assertions in the rule-drill tests don't see stale
// portals from a prior test.
document.body.querySelectorAll('[role="dialog"]').forEach((d) => d.remove());
}); });
+39 -3
View File
@@ -1,4 +1,7 @@
import { AlertCircle, AlertTriangle, CheckCircle2 } from "lucide-react"; import { AlertCircle, AlertTriangle, CheckCircle2 } from "lucide-react";
import { useDrillStack } from "@/components/drill/DrillStackProvider";
import { PeekModal } from "@/components/drill/PeekModal";
import { ValidationRulePeekContent } from "@/components/drill/ValidationRulePeekContent";
import type { ClaimDetail } from "@/types"; import type { ClaimDetail } from "@/types";
type ValidationPanelProps = { type ValidationPanelProps = {
@@ -28,6 +31,13 @@ function groupByRule(issues: IssueList): Array<[string, IssueList]> {
/** /**
* One rule-group block: header with rule code + count chip, followed by * One rule-group block: header with rule code + count chip, followed by
* the list of messages underneath. * the list of messages underneath.
*
* SP21 Phase 5 Task 5.9: the rule code is now drillable — clicking it
* opens the validation-rule peek on top of the drawer (via the drill
* stack). The peek renders ValidationRulePeekContent for the rule
* code, falling back to a "unknown rule" note when the catalog has
* no entry. Unknown rules still render the peek so operators can
* correlate the code to whatever they were just looking at.
*/ */
function IssueGroup({ function IssueGroup({
rule, rule,
@@ -43,15 +53,20 @@ function IssueGroup({
testId === "validation-errors" testId === "validation-errors"
? "text-[color:var(--m-error)]" ? "text-[color:var(--m-error)]"
: "text-[color:var(--m-warning)]"; : "text-[color:var(--m-warning)]";
const { openPeek } = useDrillStack();
return ( return (
<div className="flex flex-col gap-1.5"> <div className="flex flex-col gap-1.5">
<div className="flex items-center gap-2"> <div className="flex items-center gap-2">
<span <button
className="mono text-[12px] font-semibold tracking-tight text-[color:var(--m-ink-primary)]" type="button"
onClick={() => openPeek({ kind: "rule", rule })}
data-testid={`${testId}-rule-drill`}
aria-label={`Drill into rule ${rule}`}
className="mono text-[12px] font-semibold tracking-tight text-[color:var(--m-ink-primary)] cursor-pointer drillable rounded-sm px-0 -mx-0"
> >
{rule} {rule}
</span> </button>
<span <span
className="inline-flex items-center rounded-full bg-[color:var(--m-ink-tertiary)]/15 px-1.5 py-0.5 text-[10px] font-medium text-[color:var(--m-ink-secondary)] tabular-nums" className="inline-flex items-center rounded-full bg-[color:var(--m-ink-tertiary)]/15 px-1.5 py-0.5 text-[10px] font-medium text-[color:var(--m-ink-secondary)] tabular-nums"
data-testid={`${testId}-count`} data-testid={`${testId}-count`}
@@ -93,6 +108,11 @@ function IssueGroup({
*/ */
export function ValidationPanel({ validation }: ValidationPanelProps) { export function ValidationPanel({ validation }: ValidationPanelProps) {
const allPassed = validation.passed && validation.warnings.length === 0; const allPassed = validation.passed && validation.warnings.length === 0;
// SP21 Phase 5 Task 5.9: peek stack for rule drill. The drill
// provider is mounted at the App root; we only read the top entry
// here so the peek renders regardless of which section pushed it.
const { stack, closeTop } = useDrillStack();
const topPeek = stack[stack.length - 1];
if (allPassed) { if (allPassed) {
return ( return (
@@ -185,6 +205,22 @@ export function ValidationPanel({ validation }: ValidationPanelProps) {
</div> </div>
</div> </div>
) : null} ) : null}
{/* SP21 Phase 5 Task 5.9: validation-rule peek. Mounted at the
bottom of the panel so the peek (a Radix Dialog portal) sits
on top of the drawer. Only renders when the top of the
drill stack is a rule peek — payer peek (from PartiesGrid)
wins when it's on top because the stack caps at 1 entry. */}
{topPeek?.kind === "rule" ? (
<PeekModal
open
onClose={closeTop}
eyebrow="Validation rule"
title={topPeek.rule}
>
<ValidationRulePeekContent rule={topPeek.rule} />
</PeekModal>
) : null}
</section> </section>
); );
} }
@@ -0,0 +1,134 @@
interface Props {
/** The rule code (e.g. "R050_diagnosis_present" or just "R050"). */
rule: string;
}
interface RuleDoc {
/** Short human title (e.g. "Diagnosis pointer present"). */
title: string;
/** Plain-English description of what the rule checks. */
description: string;
/** Why the rule matters — operator-facing rationale. */
whyItMatters: string;
/** How to fix — short, actionable. */
howToFix: string;
}
/**
* SP21 Phase 5 Task 5.9: rule catalog used by ValidationRulePeekContent.
*
* The catalog is intentionally small — it covers the rules we actually
* emit today (R050_diagnosis_present, R200_units_recommended). For
* anything not in the catalog the peek still renders (with an "Unknown
* rule" note) — operators should still be able to open the peek for
* any rule code so they can see the originating message verbatim.
*
* Adding a new entry here is the source-of-truth for the rule's
* documentation. The ValidationPanel wires the peek by rule code; if
* we add new rules later (Phase 6+), add a new entry here.
*/
const RULE_CATALOG: Record<string, RuleDoc> = {
R050_diagnosis_present: {
title: "Diagnosis pointer present",
description:
"Each service line must point to at least one diagnosis code in the claim header (the HL segment's HI element). A missing pointer makes the line unprocessable on the payer side.",
whyItMatters:
"Payers reject claims with missing diagnosis pointers at the 999 stage, which would otherwise re-trigger the 999 rejection loop. Catching it here gives the operator a chance to attach the dx before submission.",
howToFix:
"Open the claim's Service Lines table and attach the relevant diagnosis code (e.g. E11.9) to the line. The pointer is the line's diagnosis pointer list.",
},
R200_units_recommended: {
title: "Service line units recommended",
description:
"Service lines that represent timed procedures (anesthesia, critical care, psychotherapy time-based codes) should carry an explicit units value. Defaulting to 1 is acceptable for most codes but flagged here for review.",
whyItMatters:
"Timed codes without units get under-reimbursed — payers default to 1 unit when the field is blank, even when the procedure took 45 minutes. The warning exists so an operator can verify the units are correct before submission.",
howToFix:
"Confirm the units value on the service line matches the documented encounter time. If the code is not time-based, no action is required.",
},
};
/**
* Peek body for a validation rule — opens on top of the ClaimDrawer
* via PeekModal when the operator clicks a rule code in the
* ValidationPanel. The body shows the rule's title, description, why
* it matters, and how to fix it.
*
* Unknown rules (codes not in the catalog) render a small "Unknown
* rule — see originating message" note rather than blowing up. The
* peek still renders so the operator can correlate the rule code to
* whatever they were just looking at.
*
* No fetch — the catalog is static and bundled. (A future phase
* could swap this for a backend-served catalog if rules become
* user-extensible.)
*/
export function ValidationRulePeekContent({ rule }: Props) {
// Normalize: the rule code in the validation payload is the full
// form (`R050_diagnosis_present`), but a future backend response
// might use the short form (`R050`). Look up both.
const doc =
RULE_CATALOG[rule] ??
RULE_CATALOG[rule.split("_")[0] ?? ""] ??
null;
if (!doc) {
return (
<div className="space-y-2">
<div className="display text-[14px] text-foreground">
{rule}
</div>
<div
className="text-[12.5px]"
style={{ color: "hsl(var(--muted-foreground))" }}
>
Unknown rule. The originating message is the authoritative
description this peek is a no-op for undocumented rule codes.
</div>
</div>
);
}
return (
<div className="space-y-3">
<div className="display text-[15px] text-foreground">
{doc.title}
</div>
<div
className="mono text-[11px]"
style={{ color: "hsl(var(--muted-foreground))" }}
>
{rule}
</div>
<div className="text-[13px] leading-relaxed text-[color:var(--m-ink-primary)]">
{doc.description}
</div>
<div className="space-y-1.5 pt-1">
<Section heading="Why it matters">{doc.whyItMatters}</Section>
<Section heading="How to fix">{doc.howToFix}</Section>
</div>
</div>
);
}
function Section({
heading,
children,
}: {
heading: string;
children: React.ReactNode;
}) {
return (
<div>
<div
className="mono text-[10px] uppercase tracking-[0.18em] font-semibold mb-0.5"
style={{ color: "hsl(var(--muted-foreground))" }}
>
{heading}
</div>
<div className="text-[12.5px] leading-relaxed text-[color:var(--m-ink-secondary)]">
{children}
</div>
</div>
);
}