feat(sp30): Dashboard Recent batches widget with billing outcome
- backend: GET /api/batches now returns acceptedCount/rejectedCount/ pendingCount/billedTotal/topRejectionReason/hasProblem per item (one GROUP BY query + one ordered scan, no N+1) - backend: 2 tests pin the 837p full-bucket case + the 835 zero case - frontend: BatchSummary extended with 6 optional fields (backwards compat preserved) - frontend: new RecentBatchesWidget renders one row per batch with status icon + billed total + accepted count + top rejection reason - frontend: 837p rows show $ total + 'N/M accepted'; 835 rows show payment count (Remittance has no batch-level total_charge) - frontend: full-width row between KPI tiles and Activity on the Dashboard; click navigates to /batches?batch=ID - frontend: 3 component tests cover empty/clean/problem/835 branches
This commit is contained in:
Nora
@@ -1766,6 +1766,153 @@ def _batch_summary_claim_ids(rec: BatchRecord) -> list[str]:
|
||||
]
|
||||
|
||||
|
||||
# SP30: state buckets the Dashboard widget (and any future "how the
|
||||
# last batch billed" surface) reads at a glance. Keep these in sync
|
||||
# with ClaimState — adding a new state here is a deliberate decision
|
||||
# the operator needs to see, not a coincidence.
|
||||
_BATCH_SUMMARY_ACCEPTED_STATES: tuple[ClaimState, ...] = (
|
||||
ClaimState.PAID,
|
||||
ClaimState.RECEIVED,
|
||||
ClaimState.RECONCILED,
|
||||
ClaimState.PARTIAL,
|
||||
)
|
||||
_BATCH_SUMMARY_REJECTED_STATES: tuple[ClaimState, ...] = (
|
||||
ClaimState.REJECTED,
|
||||
ClaimState.DENIED,
|
||||
ClaimState.REVERSED,
|
||||
)
|
||||
_BATCH_SUMMARY_PENDING_STATES: tuple[ClaimState, ...] = (
|
||||
ClaimState.SUBMITTED,
|
||||
)
|
||||
# 277CA STC category A4/A6/A7 — payer-side rejections that may not
|
||||
# yet have flipped Claim.state (the operator hasn't acknowledged).
|
||||
# The Dashboard widget treats these as problems too, mirroring the
|
||||
# Inbox `rejected + payer_rejected` aggregation.
|
||||
_BATCH_SUMMARY_PAYER_REJECT_CODES: tuple[str, ...] = ("A4", "A6", "A7")
|
||||
|
||||
|
||||
def _batch_summary_billing_outcomes(
|
||||
records: list[BatchRecord],
|
||||
) -> dict[str, dict]:
|
||||
"""Compute per-batch billing outcome for the Dashboard widget.
|
||||
|
||||
Returns ``{batch_id: {accepted, rejected, pending, billed,
|
||||
top_rejection_reason, has_problem}}`` for every batch in
|
||||
``records``. Empty input → empty dict.
|
||||
|
||||
Two SQL queries, both bounded by the supplied batch ids:
|
||||
|
||||
1. One GROUP BY ``(batch_id, state)`` aggregate that produces
|
||||
the accepted/rejected/pending counts and the sum of
|
||||
``charge_amount`` (the billed total). Single pass — no N+1.
|
||||
2. One ordered scan over the rejected + payer-rejected subset
|
||||
to pick the most recent rejection reason (truncated to 60
|
||||
chars). Skipped when the first query found no rejections
|
||||
and no payer-rejects, so the happy path stays at one query.
|
||||
|
||||
835 batches have no Claim rows — the GROUP BY returns no
|
||||
rows for them, so the dict entry for an 835 batch is
|
||||
``{accepted:0, rejected:0, pending:0, billed:0.0,
|
||||
top_rejection_reason:None, has_problem:False}`` (filled by
|
||||
the caller's ``.get(id, defaults)`` pattern).
|
||||
"""
|
||||
if not records:
|
||||
return {}
|
||||
from sqlalchemy import func # local import to keep top-of-file light
|
||||
|
||||
batch_ids = [r.id for r in records]
|
||||
outcome: dict[str, dict] = {
|
||||
bid: {
|
||||
"accepted": 0,
|
||||
"rejected": 0,
|
||||
"pending": 0,
|
||||
"billed": 0.0,
|
||||
"top_rejection_reason": None,
|
||||
"has_problem": False,
|
||||
}
|
||||
for bid in batch_ids
|
||||
}
|
||||
|
||||
with db.SessionLocal()() as s:
|
||||
# ---- 1. GROUP BY (batch_id, state) for counts + billed total ----
|
||||
rows = (
|
||||
s.query(
|
||||
Claim.batch_id,
|
||||
Claim.state,
|
||||
func.count(Claim.id),
|
||||
func.coalesce(func.sum(Claim.charge_amount), 0),
|
||||
)
|
||||
.filter(Claim.batch_id.in_(batch_ids))
|
||||
.group_by(Claim.batch_id, Claim.state)
|
||||
.all()
|
||||
)
|
||||
any_rejection_or_payer = False
|
||||
for batch_id, state, count, billed in rows:
|
||||
slot = outcome.get(batch_id)
|
||||
if slot is None:
|
||||
continue # batch has no row in our pre-allocated dict
|
||||
count = int(count or 0)
|
||||
billed_f = float(billed or 0)
|
||||
slot["billed"] += billed_f
|
||||
if state in _BATCH_SUMMARY_ACCEPTED_STATES:
|
||||
slot["accepted"] += count
|
||||
elif state in _BATCH_SUMMARY_REJECTED_STATES:
|
||||
slot["rejected"] += count
|
||||
any_rejection_or_payer = True
|
||||
elif state in _BATCH_SUMMARY_PENDING_STATES:
|
||||
slot["pending"] += count
|
||||
# everything else (DRAFT, etc.) is excluded from the widget.
|
||||
|
||||
# ---- 2. Most-recent rejection reason + payer-reject probe ----
|
||||
# Only run when we know there IS at least one rejection OR a
|
||||
# payer-reject claim somewhere in the batch set; otherwise
|
||||
# the first query alone is enough.
|
||||
if any_rejection_or_payer:
|
||||
rej_rows = (
|
||||
s.query(
|
||||
Claim.batch_id,
|
||||
Claim.rejection_reason,
|
||||
Claim.payer_rejected_status_code,
|
||||
)
|
||||
.filter(
|
||||
Claim.batch_id.in_(batch_ids),
|
||||
Claim.state.in_(_BATCH_SUMMARY_REJECTED_STATES)
|
||||
| Claim.payer_rejected_status_code.in_(
|
||||
_BATCH_SUMMARY_PAYER_REJECT_CODES
|
||||
),
|
||||
)
|
||||
.order_by(Claim.rejected_at.desc().nullslast())
|
||||
.all()
|
||||
)
|
||||
seen_reason: set[str] = set()
|
||||
for batch_id, reason, payer_code in rej_rows:
|
||||
slot = outcome.get(batch_id)
|
||||
if slot is None:
|
||||
continue
|
||||
if payer_code in _BATCH_SUMMARY_PAYER_REJECT_CODES:
|
||||
slot["has_problem"] = True
|
||||
# Capture the first non-null reason for this batch
|
||||
# (rej_rows is ordered newest-first, so the first
|
||||
# non-null wins). Truncate to 60 chars + ellipsis.
|
||||
if (
|
||||
slot["top_rejection_reason"] is None
|
||||
and reason
|
||||
and batch_id not in seen_reason
|
||||
):
|
||||
r = reason.strip()
|
||||
if len(r) > 60:
|
||||
r = r[:60] + "…"
|
||||
slot["top_rejection_reason"] = r
|
||||
seen_reason.add(batch_id)
|
||||
if (
|
||||
slot["rejected"] > 0
|
||||
or payer_code in _BATCH_SUMMARY_PAYER_REJECT_CODES
|
||||
):
|
||||
slot["has_problem"] = True
|
||||
|
||||
return outcome
|
||||
|
||||
|
||||
@app.get("/api/batches", dependencies=[Depends(matrix_gate)])
|
||||
def list_batches(
|
||||
request: Request,
|
||||
@@ -1778,8 +1925,16 @@ def list_batches(
|
||||
row without an extra round-trip to ``/api/batches/{id}``. The
|
||||
list is still capped at ``limit`` claims; see the full result
|
||||
via the by-id endpoint when more is needed.
|
||||
|
||||
SP30: also returns billing-outcome fields
|
||||
(``acceptedCount`` / ``rejectedCount`` / ``pendingCount`` /
|
||||
``billedTotal`` / ``topRejectionReason`` / ``hasProblem``) so
|
||||
the Dashboard "Recent batches" widget can render one row per
|
||||
batch without an N+1 fetch. See
|
||||
:func:`_batch_summary_billing_outcomes`.
|
||||
"""
|
||||
records = store.list(limit=limit)
|
||||
outcomes = _batch_summary_billing_outcomes(records)
|
||||
items = [
|
||||
{
|
||||
"id": r.id,
|
||||
@@ -1788,6 +1943,14 @@ def list_batches(
|
||||
"parsedAt": r.parsed_at.isoformat().replace("+00:00", "Z"),
|
||||
"claimCount": _batch_summary_claim_count(r),
|
||||
"claimIds": _batch_summary_claim_ids(r),
|
||||
"acceptedCount": outcomes.get(r.id, {}).get("accepted", 0),
|
||||
"rejectedCount": outcomes.get(r.id, {}).get("rejected", 0),
|
||||
"pendingCount": outcomes.get(r.id, {}).get("pending", 0),
|
||||
"billedTotal": round(outcomes.get(r.id, {}).get("billed", 0.0), 2),
|
||||
"topRejectionReason": outcomes.get(r.id, {}).get(
|
||||
"top_rejection_reason"
|
||||
),
|
||||
"hasProblem": outcomes.get(r.id, {}).get("has_problem", False),
|
||||
}
|
||||
for r in records
|
||||
]
|
||||
|
||||
Reference in New Issue
Block a user