diff --git a/docs/superpowers/plans/2026-06-20-cyclone-edi-features.md b/docs/superpowers/plans/2026-06-20-cyclone-edi-features.md new file mode 100644 index 0000000..74b0134 --- /dev/null +++ b/docs/superpowers/plans/2026-06-20-cyclone-edi-features.md @@ -0,0 +1,379 @@ +# Sub-project 3 — Backend EDI Features: Implementation Plan + +**Date:** 2026-06-20 +**Status:** Approved +**Branch:** `edi-features` +**Spec:** `docs/superpowers/specs/2026-06-20-cyclone-edi-features-design.md` + +30 tasks across 5 phases. Follows the same task pattern as the SP2 plan (`[ ] Step 1 → Step N → commit`). + +## Phase 1 — 837P extra validation rules + +### Task 1: REF*G1 enforcement rule (R032) + +**Files:** +- Modify: `backend/src/cyclone/parsers/validator.py` + +- [ ] **Step 1: Add failing tests** + +Append to `backend/tests/test_validator.py`: + +```python +def test_r032_ref_g1_required_when_freq_7_no_ref_g1_emits_error(co_medicaid_payer_with_ref_g1_required): + # ... claim with frequency_code=7, no REF*G1 + # expect validation error + +def test_r032_ref_g1_required_when_freq_8_no_ref_g1_emits_error(co_medicaid_payer_with_ref_g1_required): + # ... claim with frequency_code=8, no REF*G1 + # expect validation error + +def test_r032_ref_g1_required_when_freq_7_with_ref_g1_passes(co_medicaid_payer_with_ref_g1_required): + # ... claim with frequency_code=7, REF*G1 present + # expect no error + +def test_r032_ref_g1_required_when_freq_1_no_ref_g1_passes(co_medicaid_payer_with_ref_g1_required): + # ... claim with frequency_code=1, no REF*G1 + # expect no error (rule only fires on 7/8) +``` + +- [ ] **Step 2: Run tests to verify they fail** +- [ ] **Step 3: Implement `_r032_ref_g1_required` in `validator.py`** +- [ ] **Step 4: Register in `_RULES` list** +- [ ] **Step 5: Commit** + +### Task 2: BHT06 transaction-set-purpose-code rule (R033) + +**Files:** +- Modify: `backend/src/cyclone/parsers/validator.py` + +- [ ] **Step 1: Add failing tests** +- [ ] **Step 2: Run tests to verify they fail** +- [ ] **Step 3: Implement `_r033_bht06_allowed` in `validator.py`** +- [ ] **Step 4: Register in `_RULES` list** +- [ ] **Step 5: Commit** + +### Task 3: Verify existing R031 (REF*G1 optional) keeps warning behavior + +**Files:** +- Verify: `backend/src/cyclone/parsers/validator.py:54-57` + +- [ ] **Step 1: Read current `_r031_ref_g1_optional`** +- [ ] **Step 2: Confirm it stays as a warning for default configs** +- [ ] **Step 3: (No commit — verification task)** + +### Task 4: Wire `require_ref_g1_for_adjustments` into CO Medicaid factory + +**Files:** +- Verify: `backend/src/cyclone/parsers/payer.py:67` + +- [ ] **Step 1: Confirm factory sets the flag for CO** +- [ ] **Step 2: Run existing co_medicaid fixture through new R032** +- [ ] **Step 3: Adjust fixture if false positives appear** +- [ ] **Step 4: Commit if any change** + +### Task 5: Phase 1 commit + full suite + +```bash +.venv/bin/pytest -q +``` +Expected: 205 + 6 = ~211 pass. + +--- + +## Phase 2 — 835 CAS deep-parsing (reason-code lookup) + +### Task 6: `parsers/cas_codes.py` with CARC dict + +**Files:** +- Create: `backend/src/cyclone/parsers/cas_codes.py` +- Create: `backend/tests/test_cas_codes.py` + +- [ ] **Step 1: Add failing tests** for known/unknown lookup, count > 100 +- [ ] **Step 2: Run tests to verify they fail** +- [ ] **Step 3: Implement `reason_label` + `all_known_codes` with ~150 CARC codes** +- [ ] **Step 4: Run tests to verify they pass** +- [ ] **Step 5: Commit** + +### Task 7: Extend `GET /api/remittances/{id}` to surface `adjustments` + +**Files:** +- Modify: `backend/src/cyclone/store.py` +- Modify: `backend/src/cyclone/api.py` +- Modify: `backend/tests/test_api_gets.py` + +- [ ] **Step 1: Add failing tests** (empty adjustments returns `[]`, populated returns `{group, reason, label, amount, quantity}`) +- [ ] **Step 2: Run tests to verify they fail** +- [ ] **Step 3: Add a `get_remit_with_adjustments` method to `CycloneStore`** +- [ ] **Step 4: Update `to_ui_remittance` (or add `to_ui_remittance_detail`) to include adjustments array** +- [ ] **Step 5: Update endpoint to use the new mapper** +- [ ] **Step 6: Run tests to verify they pass** +- [ ] **Step 7: Commit** + +### Task 8: Frontend Remit type + Remittances page adjustments expansion + +**Files:** +- Modify: `src/types/index.ts` +- Modify: `src/pages/Remittances.tsx` + +- [ ] **Step 1: Add `adjustments?: { group, reason, label, amount, quantity }[]` to `Remittance`** +- [ ] **Step 2: Update Remittances page to render adjustments expansion** +- [ ] **Step 3: Add test** in Remittances.test.tsx +- [ ] **Step 4: Verify build + tests pass** +- [ ] **Step 5: Commit** + +### Task 9: Phase 2 commit + full suite + +```bash +.venv/bin/pytest -q && npm test -- --run +``` +Expected: ~215 backend, ~9 frontend. + +--- + +## Phase 3 — 999 ACK transaction set + +### Task 10: New Pydantic models for 999 + +**Files:** +- Create: `backend/src/cyclone/parsers/models_999.py` +- Modify: `backend/src/cyclone/parsers/__init__.py` + +- [ ] **Step 1: Implement model classes per spec §4.1** +- [ ] **Step 2: Wire lazy re-exports** +- [ ] **Step 3: Verify import + simple instantiation works** (1 sanity test) +- [ ] **Step 4: Commit** + +### Task 11: 999 parser + +**Files:** +- Create: `backend/src/cyclone/parsers/parse_999.py` + +- [ ] **Step 1: Add failing tests** with minimal_999.txt fixture (basic happy path) +- [ ] **Step 2: Run tests to verify they fail** +- [ ] **Step 3: Implement orchestrator** following `parse_835.py` pattern +- [ ] **Step 4: Run tests to verify they pass** +- [ ] **Step 5: Commit** + +### Task 12: 999 serializer (outbound) + +**Files:** +- Create: `backend/src/cyclone/parsers/serialize_999.py` + +- [ ] **Step 1: Add failing round-trip test** (parse → serialize → parse → assert equal) +- [ ] **Step 2: Run test to verify it fails** +- [ ] **Step 3: Implement `serialize_999`** (ISA/GS/ST/AK1/[AK2/AK3/AK4/AK5*]/AK9/SE/GE/IEA) +- [ ] **Step 4: Run test to verify it passes** +- [ ] **Step 5: Commit** + +### Task 13: `acks` table + ORM + migration + +**Files:** +- Create: `backend/src/cyclone/migrations/0002_acks.sql` +- Modify: `backend/src/cyclone/db.py` + +- [ ] **Step 1: Add migration SQL** per spec §4.4 +- [ ] **Step 2: Add ORM model `Ack` to `db.py`** +- [ ] **Step 3: Add `CycloneStore.add_ack(...)` method** +- [ ] **Step 4: Run migration on a fresh DB; verify table exists** +- [ ] **Step 5: Commit** + +### Task 14: `POST /api/parse-999` endpoint + +**Files:** +- Modify: `backend/src/cyclone/api.py` + +- [ ] **Step 1: Add failing tests** (parse + persist, returns summary) +- [ ] **Step 2: Run tests to verify they fail** +- [ ] **Step 3: Add endpoint** mirroring `parse-835` JSON path +- [ ] **Step 4: Run tests to verify they pass** +- [ ] **Step 5: Commit** + +### Task 15: Auto-generate 999 on 837 ingest via `?ack=true` + +**Files:** +- Modify: `backend/src/cyclone/api.py` +- Modify: `backend/tests/test_api_parse_persists.py` + +- [ ] **Step 1: Add 3 failing tests** (default no ack, ack=true happy path, ack=true with rejected claims) +- [ ] **Step 2: Run tests to verify they fail** +- [ ] **Step 3: Add `ack: bool = Query(False)` param to `parse_837_endpoint`** +- [ ] **Step 4: Build `BatchAckBuilder` that converts validation report to 999** +- [ ] **Step 5: Persist `Ack` row, attach to response body** +- [ ] **Step 6: Run tests to verify they pass** +- [ ] **Step 7: Commit** + +### Task 16: Frontend `/acks` page + sidebar entry + +**Files:** +- Modify: `src/lib/api.ts` +- Modify: `src/hooks/` (new `useAcks.ts`) +- Modify: `src/types/index.ts` +- Create: `src/pages/Acks.tsx` +- Create: `src/pages/Acks.test.tsx` +- Modify: `src/components/Sidebar.tsx` + +- [ ] **Step 1: Add `Ack` type to `src/types/index.ts`** +- [ ] **Step 2: Add `api.listAcks()` + `api.getAck(id)` to `src/lib/api.ts`** +- [ ] **Step 3: Create `useAcks` hook** +- [ ] **Step 4: Create `Acks.tsx` page** with empty state, populated list, download button +- [ ] **Step 5: Add sidebar nav entry with `CheckCircle2` icon** +- [ ] **Step 6: Add tests** (1-2 cases: empty + populated) +- [ ] **Step 7: Verify typecheck + build + tests pass** +- [ ] **Step 8: Commit** + +### Task 17: Phase 3 commit + full suite + +```bash +.venv/bin/pytest -q && npm test -- --run +``` +Expected: ~225 backend, ~10 frontend. + +--- + +## Phase 4 — 270/271 eligibility + +### Task 18: 270 request models + +**Files:** +- Create: `backend/src/cyclone/parsers/models_270.py` + +- [ ] **Step 1: Implement model classes per spec §4.2** +- [ ] **Step 2: Wire lazy re-exports** +- [ ] **Step 3: Sanity test** +- [ ] **Step 4: Commit** + +### Task 19: 271 response models + service-type-code dict + +**Files:** +- Create: `backend/src/cyclone/parsers/models_271.py` + +- [ ] **Step 1: Implement model classes per spec §4.3** +- [ ] **Step 2: Add inline `SERVICE_TYPE_CODES` dict** (~50 codes) +- [ ] **Step 3: Add `service_type_description(code)` helper** +- [ ] **Step 4: Sanity test** +- [ ] **Step 5: Commit** + +### Task 20: 270 request parser + +**Files:** +- Create: `backend/src/cyclone/parsers/parse_270.py` + +- [ ] **Step 1: Add failing tests** with minimal_270.txt fixture +- [ ] **Step 2: Run tests to verify they fail** +- [ ] **Step 3: Implement orchestrator** +- [ ] **Step 4: Run tests to verify they pass** +- [ ] **Step 5: Commit** + +### Task 21: 271 response parser + +**Files:** +- Create: `backend/src/cyclone/parsers/parse_271.py` + +- [ ] **Step 1: Add failing tests** with minimal_271.txt fixture (2 EB segments) +- [ ] **Step 2: Run tests to verify they fail** +- [ ] **Step 3: Implement orchestrator** with EB segment handling +- [ ] **Step 4: Run tests to verify they pass** +- [ ] **Step 5: Commit** + +### Task 22: 270 request serializer (outbound) + +**Files:** +- Create: `backend/src/cyclone/parsers/serialize_270.py` + +- [ ] **Step 1: Add failing round-trip test** +- [ ] **Step 2: Run test to verify it fails** +- [ ] **Step 3: Implement `serialize_270`** +- [ ] **Step 4: Run test to verify it passes** +- [ ] **Step 5: Commit** + +### Task 23: `POST /api/eligibility/request` endpoint + +**Files:** +- Modify: `backend/src/cyclone/api.py` +- Create: `backend/tests/test_api_eligibility.py` + +- [ ] **Step 1: Add failing test** +- [ ] **Step 2: Run test to verify it fails** +- [ ] **Step 3: Implement endpoint** +- [ ] **Step 4: Run test to verify it passes** +- [ ] **Step 5: Commit** + +### Task 24: `POST /api/eligibility/parse-271` endpoint + +**Files:** +- Modify: `backend/src/cyclone/api.py` + +- [ ] **Step 1: Add 2 failing tests** (happy path + parse error) +- [ ] **Step 2: Run tests to verify they fail** +- [ ] **Step 3: Implement endpoint** +- [ ] **Step 4: Run tests to verify they pass** +- [ ] **Step 5: Commit** + +### Task 25: Fixtures + cross-parser round-trip test + +**Files:** +- Create: `backend/tests/fixtures/minimal_270.txt` +- Create: `backend/tests/fixtures/minimal_271.txt` + +- [ ] **Step 1: Write minimal_270.txt fixture** (small valid 270 request) +- [ ] **Step 2: Write minimal_271.txt fixture** (small valid 271 response with 2 EB segments) +- [ ] **Step 3: Add round-trip integration test** (parse 270 → serialize → parse → assert equal) +- [ ] **Step 4: Verify tests pass** +- [ ] **Step 5: Commit** + +### Task 26: Phase 4 commit + full suite + +```bash +.venv/bin/pytest -q +``` +Expected: ~229 backend, ~10 frontend. + +--- + +## Phase 5 — Docs + smoke + +### Task 27: Spec doc already committed (T0) + +Verify `docs/superpowers/specs/2026-06-20-cyclone-edi-features-design.md` is on branch. + +### Task 28: Update root README + +**Files:** +- Modify: `README.md` + +- [ ] **Step 1: Update Roadmap section** to mark SP3 shipped and describe 4 areas +- [ ] **Step 2: Commit** + +### Task 29: End-to-end smoke + +- [ ] **Step 1: Clean DB**, start server, parse 837 with `?ack=true` +- [ ] **Step 2: Confirm 999 in response + `acks` row in DB** +- [ ] **Step 3: Parse 999 fixture**, confirm endpoint round-trips +- [ ] **Step 4: Build 270 request** via API, paste into parser +- [ ] **Step 5: Commit empty** `smoke: end-to-end SP3 flow passes` + +### Task 30: Final cleanup + merge worktree to main + +- [ ] **Step 1: Verify worktree is clean** +- [ ] **Step 2: Discard main's stale uncommitted changes** (if any) +- [ ] **Step 3: Fast-forward merge `edi-features` into `main`** +- [ ] **Step 4: Remove worktree + delete branch** + +--- + +## Test count targets + +| Phase | New backend | New frontend | Running total | +|-------|-------------|--------------|---------------| +| Start | 205 | 8 | — | +| P1 end | +6 | 0 | 211 / 8 | +| P2 end | +4 | +1 | 215 / 9 | +| P3 end | +10 | +2 | 225 / 11 | +| P4 end | +4 | 0 | 229 / 11 | + +## Risk reminders + +- 270/271 scope creep — keep tight to EQ/EB surface. +- 999 auto-gen semantics — "rejected" = validation errors. +- CARC codes drift — `LAST_UPDATED` constant for tracking. +- Migration ordering — `0002_acks.sql` after `0001_initial.sql`, idempotent. \ No newline at end of file diff --git a/docs/superpowers/specs/2026-06-20-cyclone-edi-features-design.md b/docs/superpowers/specs/2026-06-20-cyclone-edi-features-design.md new file mode 100644 index 0000000..9de0e00 --- /dev/null +++ b/docs/superpowers/specs/2026-06-20-cyclone-edi-features-design.md @@ -0,0 +1,216 @@ +# Sub-project 3 — Backend EDI Features: Design Spec + +**Date:** 2026-06-20 +**Status:** Approved +**Branch:** `edi-features` + +## 1. Scope + +Four backend EDI feature areas extending cyclone beyond the 837P parser and 835 ERA parser already shipped: + +1. **Additional 837P validation rules** — REF\*G1 enforcement for adjustment-frequency claims, BHT06 transaction-set-purpose-code allowlist. +2. **835 CAS deep-parsing** — surface CARC/RARC reason-code labels alongside the existing CAS persistence. +3. **999 ACK** — parse inbound 999s, serialize outbound 999s, optionally auto-generate a 999 in response to an inbound 837P. +4. **270/271 eligibility** — parse 270 requests and 271 responses, serialize 270 requests. + +## 2. Out of scope (deferred to future sub-projects) + +- TA1 / 997 transaction sets (Cyclone doesn't generate them today; deferred) +- Real-time payer eligibility round-trip (would require an outbound HTTP client + payer credentials) +- 999 ACK UI drilldown beyond a list page +- Per-claim ACK row linking in the DB + +## 3. Locked decisions + +### 3.1 CAS reason-code lookup = inline Python dict + +A new `parsers/cas_codes.py` module with ~150 CARC codes (the most common in Colorado Medicaid remits: CO-45, CO-97, PR-1, PR-2, PR-3, CO-16, CO-29, CO-50, CO-109, CO-119, etc.). No external CSV dependency — same shape as `claim_status_label(code)` at `parsers/models_835.py:55-71`. + +```python +def reason_label(group_code: str, reason_code: str) -> str +def all_known_codes() -> list[tuple[str, str, str]] # (group, reason, label) +``` + +Includes a `LAST_UPDATED = "2026-06-20"` module constant for refresh tracking. + +### 3.2 999 ACKs get a dedicated `acks` table + +A new migration `0002_acks.sql` adds the table rather than reusing `batches` with a `kind="999"` + `parent_batch_id` FK. Cleaner symmetry with the `cas_adjustments` / `matches` patterns. The `acks` table holds the *response*, not the source batch. + +```sql +CREATE TABLE acks ( + id INTEGER PRIMARY KEY AUTOINCREMENT, + source_batch_id TEXT NOT NULL REFERENCES batches(id) ON DELETE CASCADE, + accepted_count INTEGER NOT NULL DEFAULT 0, + rejected_count INTEGER NOT NULL DEFAULT 0, + received_count INTEGER NOT NULL DEFAULT 0, + ack_code TEXT NOT NULL, + parsed_at DATETIME NOT NULL, + raw_json TEXT +); +CREATE INDEX ix_acks_source_batch_id ON acks(source_batch_id); +``` + +### 3.3 Auto-999 generation gated by `?ack=true` + +`POST /api/parse-837` gains a new `ack: bool = Query(False)` parameter. When True, after `store.add(record)`, build a 999 from the validation report: + +- For each claim: AK2 → AK5 with `A` (accepted) for passed validation, `R` (rejected) for failed, `E` (accepted-with-errors) for warnings. +- Serialize via `serialize_999`, persist the resulting `Ack` row. +- Add `body["ack"] = { id, accepted_count, rejected_count, raw_999_text }` to the JSON response. + +Default behavior unchanged (no auto-ACK). + +### 3.4 270/271 = API-only, no UI, no DB persistence + +Ephemeral request/response round-trip. The operator pastes a 270 query, gets a printable 270 file, submits manually, pastes the 271 back. v1 captures the minimum useful surface (EQ inquiry + EB coverage-benefit response); anything more is a separate sub-project. + +## 4. Schemas + +### 4.1 999 models (`parsers/models_999.py`) + +```python +class ParseResult999(BaseModel): + envelope: Envelope + functional_groups: list[FunctionalGroupResponse] # AK1/AK2/AK9 + +class FunctionalGroupResponse(BaseModel): + ak1: AcknowledgmentHeader # identifies the source functional group + sets: list[SetFunctionalGroupResponse] # one per ST/SE set + +class AcknowledgmentHeader(BaseModel): + functional_id_code: str # e.g. "HC" + group_control_number: str # from GS06 + +class SetFunctionalGroupResponse(BaseModel): + ak2: SetHeader | None + segment_errors: list[SegmentError] + element_errors: list[ElementError] + ak5: SegmentAcceptReject # A / R / E / W + +class SegmentError(BaseModel): + ak3: SegmentContext + loop_id: str | None + segment_position: int + +class ElementError(BaseModel): + ak3_ref: int # FK by row id + element_position: int + +class SegmentAcceptReject(BaseModel): + code: str # A=accepted, R=rejected, E=accepted-with-errors, W=warning, X=rejected-all + +class FunctionalGroupAck(BaseModel): + ak1: AcknowledgmentHeader + received_count: int # AK905 + accepted_count: int # AK906 + rejected_count: int # AK907 + ack_code: str # AK909 +``` + +### 4.2 270 request models (`parsers/models_270.py`) + +```python +class ParseResult270(BaseModel): + envelope: Envelope + information_source: InformationSource270 # 2100A — payer + information_receiver: InformationReceiver270 # 2100B — receiver + subscriber: Subscriber270 # 2000C + patient: Patient270 | None # 2100C + inquiries: list[EligibilityBenefitInquiry] # EQ segments + +class EligibilityBenefitInquiry(BaseModel): + service_type_code: str # EQ01 + coverage_info: str | None + +class Patient270(BaseModel): + first_name: str | None + last_name: str | None + member_id: str | None + dob: date | None + gender: str | None + relationship: str | None +``` + +### 4.3 271 response models (`parsers/models_271.py`) + +```python +class ParseResult271(BaseModel): + envelope: Envelope + information_source: InformationSource271 + information_receiver: InformationReceiver271 + subscriber: Subscriber271 + patient: Patient271 | None + coverage_benefits: list[CoverageBenefit] # EB segments, the heart of 271 + +class CoverageBenefit(BaseModel): + service_type_code: str # EB01 + coverage_level: str # EB02 (INDividual, FAMily, etc.) + service_type_description: str | None # resolved from inline dict + benefit_amount: Decimal | None + in_plan_network: bool | None + authorization_required: bool | None + plan_coverage_description: str | None + time_qualifier: str | None + benefit_date: date | None + additional_info: list[BenefitAdditionalInfo] +``` + +### 4.4 `acks` ORM model + +```python +class Ack(Base): + __tablename__ = "acks" + id: Mapped[int] = mapped_column(Integer, primary_key=True, autoincrement=True) + source_batch_id: Mapped[str] = mapped_column( + String(64), ForeignKey("batches.id", ondelete="CASCADE"), nullable=False, + ) + accepted_count: Mapped[int] = mapped_column(Integer, nullable=False, default=0) + rejected_count: Mapped[int] = mapped_column(Integer, nullable=False, default=0) + received_count: Mapped[int] = mapped_column(Integer, nullable=False, default=0) + ack_code: Mapped[str] = mapped_column(String(8), nullable=False) + parsed_at: Mapped[datetime] = mapped_column(DateTime(timezone=True), nullable=False) + raw_json: Mapped[Optional[dict]] = mapped_column(JSONText, nullable=True) +``` + +## 5. API additions + +| Method | Path | Body / Query | Returns | +|--------|------|--------------|---------| +| POST | `/api/parse-999` | file upload | `ParseResult999` + persisted `acks` row | +| POST | `/api/parse-837?ack=true` | file upload | existing response + `body["ack"]` | +| GET | `/api/acks` | — | list of `Ack` records | +| GET | `/api/acks/{id}` | — | `Ack` + parsed 999 detail | +| POST | `/api/eligibility/request` | JSON body | raw 270 text | +| POST | `/api/eligibility/parse-271` | text body or file upload | `ParseResult271` summary | + +## 6. UI additions + +- New `/acks` page (`src/pages/Acks.tsx`) — list view grouped by source batch with "Download 999" button. +- `useAcks` hook (`src/hooks/useAcks.ts`). +- `api.listAcks()` + `api.getAck(id)` in `src/lib/api.ts`. +- Sidebar nav entry with `CheckCircle2` icon. +- Remittances page gains an "Adjustments" expansion row that lists CAS rows with reason-code labels. + +No new UI for 270/271 (API-only per §3.4). + +## 7. Migration ordering + +`0002_acks.sql` runs after `0001_initial.sql`. `db_migrate.run()` is idempotent — re-running on a fresh DB is a no-op. `create_all` is also a no-op when migration is current (per SP2 pattern). No data backfill needed (acks table is new). + +## 8. Test coverage targets + +| Phase | New tests | Total target | +|-------|-----------|--------------| +| P1 — 837P rules | ~6 | ~211 backend | +| P2 — CAS deep-parsing | ~4 | ~215 backend | +| P3 — 999 ACK | ~10 backend + ~2 frontend | ~225 backend / ~10 frontend | +| P4 — 270/271 | ~4 backend | ~229 backend / ~10 frontend | +| P5 — smoke | — | (verification) | + +## 9. Risk areas + +1. **270/271 scope creep.** X12 specs are large; we capture only the minimum useful surface. +2. **999 auto-gen semantics.** "Rejected" is loosely defined; we use validation errors as the rejection signal. Document this in the OpenAPI/scalar docs. +3. **CARC codes drift.** Inline dict is a snapshot dated 2026-06-20. Plan to refresh annually. +4. **Schema migration ordering.** Idempotent on fresh DBs; no data backfill. Confirmed safe. \ No newline at end of file