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
2026-07-02 14:18:55 -06:00
parent bde3060e9e
commit 97512ec4a7
7 changed files with 661 additions and 0 deletions
@@ -101,6 +101,122 @@ def test_batches_claim_ids_empty_for_835(client: TestClient, tmp_path):
    assert item["claimIds"] == []


+# --------------------------------------------------------------------------- #
+# SP30: /api/batches billing-outcome fields
+# --------------------------------------------------------------------------- #
+
+
+def _sp30_seed_billing_outcome_batch() -> None:
+    """Insert one batch with 3 claims (paid / rejected / submitted)
+    via the ORM directly. Mirrors the helper pattern in
+    ``test_dashboard_kpis.py`` — bypasses the parse pipeline so
+    the test is independent of parser fixture drift.
+    """
+    from datetime import datetime, timezone
+    from decimal import Decimal
+
+    from cyclone.db import Batch, Claim, ClaimState
+    from cyclone import db
+
+    raw_claim = {
+        "subscriber": {"first_name": "Jane", "last_name": "Doe"},
+        "payer": {"name": "CO_TXIX"},
+        "billing_provider": {"npi": "1234567893"},
+        "service_lines": [],
+    }
+    # ParseResult requires a `summary` (BatchSummary). The list endpoint
+    # rehydrates Batch.raw_result_json through ParseResult.model_validate,
+    # so the stub has to be shape-valid even though we don't read it.
+    valid_raw_result = {
+        "claims": [],
+        "summary": {
+            "input_file": "out.edi",
+            "total_claims": 3,
+            "passed": 3,
+            "failed": 0,
+        },
+    }
+    with db.SessionLocal()() as s:
+        s.add(Batch(
+            id="b-sp30-out",
+            kind="837p",
+            input_filename="out.edi",
+            parsed_at=datetime(2026, 7, 1, 12, 0, tzinfo=timezone.utc),
+            totals_json={"total_claims": 3},
+            validation_json={"passed": True, "warnings": [], "errors": []},
+            raw_result_json=valid_raw_result,
+        ))
+        s.add(Claim(
+            id="C-paid",
+            batch_id="b-sp30-out",
+            patient_control_number="PCN-paid",
+            charge_amount=Decimal("100.00"),
+            state=ClaimState.PAID,
+            raw_json=raw_claim,
+        ))
+        s.add(Claim(
+            id="C-rej",
+            batch_id="b-sp30-out",
+            patient_control_number="PCN-rej",
+            charge_amount=Decimal("50.00"),
+            state=ClaimState.REJECTED,
+            rejection_reason="999 AK5 R",
+            raw_json=raw_claim,
+        ))
+        s.add(Claim(
+            id="C-sub",
+            batch_id="b-sp30-out",
+            patient_control_number="PCN-sub",
+            charge_amount=Decimal("75.00"),
+            state=ClaimState.SUBMITTED,
+            raw_json=raw_claim,
+        ))
+        s.commit()
+
+
+def test_batches_includes_billing_outcome(client: TestClient):
+    """SP30: the Dashboard widget reads accepted/rejected/pending counts,
+    billed total, top rejection reason, and a has-problem flag off the
+    list endpoint. One batch, three claims covering all three buckets."""
+    _sp30_seed_billing_outcome_batch()
+    resp = client.get("/api/batches", headers=JSON)
+    assert resp.status_code == 200
+    body = resp.json()
+    # We may have other batches from earlier tests (the `seeded_store`
+    # autouse isn't applied here); find the SP30 batch by id.
+    item = next(i for i in body["items"] if i["id"] == "b-sp30-out")
+    assert item["acceptedCount"] == 1
+    assert item["rejectedCount"] == 1
+    assert item["pendingCount"] == 1
+    assert item["billedTotal"] == 225.0
+    assert item["topRejectionReason"] == "999 AK5 R"
+    assert item["hasProblem"] is True
+
+
+def test_batches_835_kind_returns_zero_billed_and_no_rejection(client: TestClient):
+    """SP30: 835 (ERA) batches have no Claim rows — the new fields are
+    all zeroed out so the frontend widget doesn't render garbage (the
+    widget shows "N payments" instead of a $ figure for ERAs).
+    """
+    src = Path(__file__).parent / "fixtures" / "minimal_835.txt"
+    files = {"file": ("minimal_835.txt", src.read_bytes(), "text/plain")}
+    r = client.post(
+        "/api/parse-835",
+        params={"payer": "co_medicaid_835"},
+        files=files,
+        headers=JSON,
+    )
+    assert r.status_code == 200, r.text
+    body = client.get("/api/batches", headers=JSON).json()
+    item = next(i for i in body["items"] if i["kind"] == "835")
+    assert item["acceptedCount"] == 0
+    assert item["rejectedCount"] == 0
+    assert item["pendingCount"] == 0
+    assert item["billedTotal"] == 0.0
+    assert item["topRejectionReason"] is None
+    assert item["hasProblem"] is False
+
+
 # --------------------------------------------------------------------------- #
 # /api/batches/{id}
 # --------------------------------------------------------------------------- #