feat(release): v0.2.0 — batch 837 export, ClaimCard, theme tokens

Backend:

- New POST /api/batches/{id}/export-837: regenerate X12 837 files
  for a list of claim_ids into a ZIP using HCPF file naming standards,
  with a unique interchange/group control number per export. Wire
  the clearhouse Loop 1000A (NM1*41 + PER) and per-payer receiver
  (NM1*40) blocks so the serializer no longer falls back to
  CYCLONE / RECEIVER placeholders.
- /api/parse-837 and /api/parse-835 now surface the server-side
  batch_id in both JSON and NDJSON response shapes so the frontend
  can hit batch-scoped endpoints without an extra listBatches
  round-trip.
- Filename helpers and the 837 serializer updated to match the new
  HCPF envelope; tests cover batch export, parse batch_id, and the
  serializer's control-number uniqueness guarantee.

Frontend:
- New shared components: ClaimCard, ClaimCard837, DominantKpiCard,
  EditorialNote, ExportBar, TickerTape, and a charts/ set
  (BarChart, HBarChart, SegmentedBar, AgingBars).
- New useBatchExport hook driving ExportBar's download flow against
  the new endpoint.
- ClaimDrawer, Lane, and Layout migrated from raw CSS-variable
  colors to Tailwind theme tokens (bg-card, text-foreground,
  border/60, etc.) for consistency with the rest of the instrument
  chrome; the active tab indicator gains a subtle accent glow.
- Upload, Inbox, Batches, BatchDiff, Reconciliation, and Acks pages
  reworked to compose the new shared components and consume the new
  batch-scoped API surface (notably ExportBar wired into Batches).

Tooling / Docs:
- Add audit-uiux.mjs and a docs/goodclaim.x12 sample fixture.
- Update ClaimDrawer testids and add coverage for the new
  components and the useBatchExport hook.

Rolls up into the v0.2.0 release tag.

backend/tests/test_serialize_837.py

@@ -65,6 +65,21 @@ def test_build_gs_emits_gs_segment_with_hc_functional_id():
     assert parts[6] == "1"
 
 
+def test_build_gs_uses_gs04_yyyymmdd_8_digits():
+    """GS-04 must be CCYYMMDD (8 digits) per X12; ISA uses YYMMDD (6).
+
+    A 6-digit value like '260622' is rejected by EDI validators with
+    'Element GS-04 must use CCYYMMDD date format'.
+    """
+    gs = _build_gs("SENDER", "RECEIVER", "1")
+    parts = gs.rstrip("~").split("*")
+    # parts[4] = GS-04 date
+    assert len(parts[4]) == 8, f"expected 8-digit CCYYMMDD, got {parts[4]!r}"
+    # Must parse as a CCYYMMDD date
+    from datetime import datetime
+    datetime.strptime(parts[4], "%Y%m%d")
+
+
 def test_build_st_emits_837_segment():
     st = _build_st("0001")
     assert st.startswith("ST*837*0001*005010X222A1~")
@@ -100,12 +115,15 @@ def test_build_nm1_person_entity_splits_first_last():
     assert parts[4] == "Jane"
 
 
-def test_build_per_returns_empty_when_no_contact():
-    assert _build_per(None, None) == ""
-    assert _build_per("", "") == ""
+def test_build_per_emits_per01_even_with_no_contact():
+    """PER is required by X12 Loop 1000A — at least PER01 must be present."""
+    per = _build_per(None, None)
+    assert per == "PER*IC~"
+    per = _build_per("", "")
+    assert per == "PER*IC~"
 
 
-def test_build_per_emits_segment_with_contact():
+def test_build_per_emits_segment_with_phone_contact():
     per = _build_per("Jane Doe", "5551234567")
     parts = per.rstrip("~").split("*")
     assert parts[0] == "PER"
@@ -115,6 +133,25 @@ def test_build_per_emits_segment_with_contact():
     assert parts[4] == "5551234567"
 
 
+def test_build_per_emits_segment_with_email_contact():
+    """When email is given, it wins over phone (HCPF expects email)."""
+    per = _build_per("Tyler Martinez", None, contact_email="tyler@dzinesco.com")
+    parts = per.rstrip("~").split("*")
+    assert parts[0] == "PER"
+    assert parts[1] == "IC"
+    assert parts[2] == "Tyler Martinez"
+    assert parts[3] == "EM"
+    assert parts[4] == "tyler@dzinesco.com"
+
+
+def test_build_per_email_takes_precedence_over_phone():
+    """If both phone and email are given, email is emitted (PER04)."""
+    per = _build_per("Tyler", "555-1234", contact_email="t@example.com")
+    parts = per.rstrip("~").split("*")
+    assert parts[3] == "EM"
+    assert parts[4] == "t@example.com"
+
+
 def test_build_n3_returns_empty_when_no_address():
     assert _build_n3(None, None) == ""
     assert _build_n3("", "") == ""
@@ -133,12 +170,33 @@ def test_build_hl_emits_segment():
     assert hl == "HL*1**20*1~"
 
 
-def test_build_sbr_emits_segment():
-    sbr = _build_sbr("18", "M123", "PAYER")
+def test_build_sbr_emits_segment_with_correct_slots():
+    """SBR01=Payer Responsibility Seq Code (default 'P'),
+    SBR02=Individual Relationship Code (e.g. '18' for self),
+    SBR09=Claim Filing Indicator Code (e.g. 'MC' for Medicaid)."""
+    sbr = _build_sbr("18", "MC")
     parts = sbr.rstrip("~").split("*")
     assert parts[0] == "SBR"
-    assert parts[1] == "18"
-    assert parts[9] == "M123"
+    # SBR01 — primary
+    assert parts[1] == "P"
+    # SBR02 — individual relationship (self = 18)
+    assert parts[2] == "18"
+    # SBR09 — claim filing indicator
+    assert parts[9] == "MC"
+    # Member ID and payer name do NOT belong in SBR — they live in
+    # NM109 and NM1*PR.NM103 respectively.
+    assert "M123" not in sbr
+    assert "PAYER" not in sbr
+
+
+def test_build_sbr_defaults_relationship_to_self_and_filing_to_empty():
+    """When called with all-None, SBR01/02 fall back to safe defaults
+    and SBR09 is left empty (the validator's R202 rule will then skip)."""
+    sbr = _build_sbr(None, None)
+    parts = sbr.rstrip("~").split("*")
+    assert parts[1] == "P"
+    assert parts[2] == "18"
+    assert parts[9] == ""
 
 
 def test_build_ref_returns_empty_when_no_value():
@@ -200,6 +258,34 @@ def test_build_clm_emits_clm01_to_clm05():
     assert parts[5] == "11:1"
 
 
+def test_build_clm_emits_clm08_defaulting_to_y():
+    """CLM-08 (Benefits Assignment Certification) is required by X12
+    837P when CLM-07 = 'Y'. Default to 'Y' when the source didn't
+    capture one (matches what 99% of HCPF files look like).
+    """
+    claim = _stub_claim_header()
+    clm = _build_clm(claim)
+    parts = clm.rstrip("~").split("*")
+    # parts[8] = CLM-08
+    assert parts[8] == "Y", f"CLM-08 should default to 'Y', got {parts[8]!r}"
+
+
+def test_build_clm_propagates_captured_clm08():
+    from cyclone.parsers.models import ClaimHeader
+    claim = ClaimHeader(
+        claim_id="CLM-1",
+        total_charge=Decimal("100.00"),
+        place_of_service="11",
+        frequency_code="1",
+        assignment="Y",
+        benefits_assignment_certification="N",
+        release_of_info="Y",
+    )
+    clm = _build_clm(claim)
+    parts = clm.rstrip("~").split("*")
+    assert parts[8] == "N"
+
+
 def test_build_ref_g1_returns_empty_when_no_prior_auth():
     assert _build_ref_g1(None) == ""
     assert _build_ref_g1("") == ""
@@ -242,6 +328,57 @@ def test_build_sv1_emits_procedure_modifiers_charge_units():
     assert parts[4] == "1"
 
 
+def test_build_sv1_emits_sv1_06_and_sv1_07_when_dx_pointer_given():
+    """SV1-07 (Diagnosis Code Pointer) is required by X12/HCPF when the
+    parent claim has an HI segment (i.e. has at least one diagnosis).
+
+    Per 005010X222A1, SV1-06 is "Not Used" by the guide and MUST be
+    empty. Unit basis (UN/MJ/...) goes only in SV1-03.
+    """
+    line = _stub_service_line()
+    sv1 = _build_sv1(line, dx_pointer="1")
+    parts = sv1.rstrip("~").split("*")
+    # parts layout: SV1, comp(SV1-01), charge(02), unit_basis(03),
+    # units(04), pos(05), ""(06 NOT USED), sv1_07(07)
+    assert len(parts) == 8, f"expected 8 elements, got {parts}"
+    # SV1-03 = unit basis
+    assert parts[3] == "UN"
+    # SV1-06 = "" (Not Used by 837P guide)
+    assert parts[6] == "", f"SV1-06 must be empty (Not Used by 837P), got {parts[6]!r}"
+    # SV1-07 = pointer
+    assert parts[7] == "1"
+
+
+def test_build_sv1_omits_sv1_07_when_no_dx_pointer():
+    """When the claim has no HI segment, SV1-07 should be empty."""
+    line = _stub_service_line()
+    sv1 = _build_sv1(line)  # no dx_pointer kwarg
+    parts = sv1.rstrip("~").split("*")
+    assert len(parts) == 8
+    assert parts[6] == ""  # SV1-06 still empty
+    assert parts[7] == ""  # SV1-07 empty
+
+
+def test_build_sv1_matches_goodclaim_layout():
+    """Layout must match the known-good reference at docs/goodclaim.x12:
+
+        SV1*HC:T1019:U1:KX*125.40*UN*19.00***1~
+
+    i.e. 8 fields total: comp, charge, UN, units, '', '', '1'.
+    """
+    from cyclone.parsers.models import Procedure, ServiceLine
+    line = ServiceLine(
+        line_number=1,
+        procedure=Procedure(qualifier="HC", code="T1019", modifiers=["U1", "KX"]),
+        charge=Decimal("125.40"),
+        units=Decimal("19.00"),
+        unit_type="UN",
+        place_of_service=None,
+    )
+    sv1 = _build_sv1(line, dx_pointer="1")
+    assert sv1 == "SV1*HC:T1019:U1:KX*125.40*UN*19.00***1~"
+
+
 def test_build_dtp_472_emits_service_date():
     assert _build_dtp_472(date(2026, 6, 15)) == "DTP*472*D8*20260615~"
 
@@ -369,6 +506,76 @@ def test_serialize_837_uses_custom_sender_receiver_ids():
     parse(text, _CFG)
 
 
+def test_serialize_837_emits_per_segment_in_submitter_block():
+    """X12 Loop 1000A (Submitter Name) requires a PER segment after
+    NM1*41. The serializer must emit one even with no contact info
+    (PER01='IC' is the only required element)."""
+    claim = _load_claim()
+    text = serialize_837(claim)
+    # The first NM1*41 should be followed immediately by a PER segment.
+    seg_ids = [seg.split("*")[0] for seg in text.split("~") if seg]
+    nm1_41_idx = seg_ids.index("NM1")  # first NM1 is the submitter
+    assert nm1_41_idx >= 0
+    # The very next segment must be PER (PER01='IC' is required by spec).
+    assert seg_ids[nm1_41_idx + 1] == "PER"
+    per_line = next(seg for seg in text.split("~") if seg.startswith("PER*IC"))
+    assert per_line.startswith("PER*IC")
+
+
+def test_serialize_837_per_segment_includes_email_from_kwargs():
+    """Passing submitter_contact_email should emit PER*IC*<name>*EM*<email>."""
+    claim = _load_claim()
+    text = serialize_837(
+        claim,
+        sender_id="DZINESCO",
+        submitter_name="Dzinesco",
+        submitter_contact_name="Tyler Martinez",
+        submitter_contact_email="tyler@dzinesco.com",
+    )
+    assert "PER*IC*Tyler Martinez*EM*tyler@dzinesco.com" in text
+    # And the ISA sender id should be the clearhouse TPID, not "CYCLONE".
+    assert "ZZ*DZINESCO" in text
+    assert "ZZ*CYCLONE" not in text
+
+
+def test_serialize_837_sbr09_uses_claim_filing_indicator_code_kwarg():
+    """SBR09 must be the claim filing indicator (e.g. 'MC' for Medicaid),
+    not the member id. The serializer takes it from the kwarg."""
+    claim = _load_claim()
+    text = serialize_837(claim, claim_filing_indicator_code="MC")
+    sbr_line = next(seg for seg in text.split("~") if seg.startswith("SBR*"))
+    parts = sbr_line.rstrip("~").split("*")
+    # SBR01 = P (primary), SBR02 = 18 (self), SBR09 = MC
+    assert parts[1] == "P"
+    assert parts[2] == "18"
+    assert parts[9] == "MC"
+    # And the member id should NOT be in SBR.
+    assert claim.subscriber.member_id not in sbr_line
+
+
+def test_serialize_837_for_resubmit_forwards_kwargs_to_serialize_837():
+    """serialize_837_for_resubmit is a thin wrapper — it must forward
+    clearhouse + payer kwargs so the export endpoint can use it."""
+    claim = _load_claim()
+    text = serialize_837_for_resubmit(
+        claim,
+        interchange_index=7,
+        sender_id="DZINESCO",
+        submitter_name="Dzinesco",
+        submitter_contact_name="Tyler Martinez",
+        submitter_contact_email="tyler@dzinesco.com",
+        receiver_id="COMEDASSISTPROG",
+        receiver_name="COLORADO MEDICAL ASSISTANCE PROGRAM",
+        claim_filing_indicator_code="MC",
+    )
+    assert "ZZ*DZINESCO" in text
+    assert "ZZ*COMEDASSISTPROG" in text
+    assert "PER*IC*Tyler Martinez*EM*tyler@dzinesco.com" in text
+    # Control numbers reflect the resubmit index.
+    isa = next(seg for seg in text.split("~") if seg.startswith("ISA*"))
+    assert "000000007" in isa
+
+
 def test_serialize_error_is_an_exception():
     assert issubclass(SerializeError, Exception)