feat(sp9): multi-payer, multi-NPI, SFTP stub for dzinesco/TOC
- providers table seeded with 3 NPIs (Montrose, Delta, Salida) - payers + payer_configs (per-tx config) join table - clearhouse singleton (dzinesco identity, SFTP block, filename block) - config/payers.yaml loader with Pydantic schema validation - cyclone/edi/filenames.py: HCPF X12 File Naming Standards helpers - cyclone/clearhouse/sftp.py: stub that copies to ./var/sftp/staging/... - cyclone/secrets.py: macOS Keychain wrapper via keyring - 11 new validation rules R200-R210 (CO MAP + HCPF naming) - 6 new API endpoints (/api/clearhouse/*, /api/config/*, /api/admin/reload-config) - migration 0007 - 72 new tests (646 total passing, was 574) See spec: docs/superpowers/specs/2026-06-20-cyclone-multi-payer-npi-sftp-design.md
This commit is contained in:
Tyler
+153
-1
@@ -85,10 +85,16 @@ async def lifespan(app: FastAPI) -> AsyncIterator[None]:
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"""Initialize per-process resources (DB + EventBus) before the app
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serves requests. No teardown needed for Cyclone's local-only posture.
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"""
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from cyclone import db
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from cyclone import db, payers as payer_loader
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db.init_db()
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app.state.event_bus = EventBus()
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# SP9: load payer config and seed singleton + 3 providers + CO_TXIX.
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try:
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payer_loader.load_payer_configs()
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store.ensure_clearhouse_seeded()
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except Exception as exc: # noqa: BLE001
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log.exception("SP9 seed failed: %s", exc)
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yield
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@@ -2126,4 +2132,150 @@ async def post_eligibility_parse_271(
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}
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# ---------------------------------------------------------------------------
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# SP9: providers / payers / clearhouse endpoints
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# ---------------------------------------------------------------------------
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@app.get("/api/clearhouse")
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def get_clearhouse():
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"""Return the singleton clearhouse config (dzinesco's identity, SFTP block, filename block)."""
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ch = store.get_clearhouse()
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if ch is None:
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raise HTTPException(status_code=404, detail="clearhouse not seeded")
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return json.loads(ch.model_dump_json())
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@app.post("/api/clearhouse/submit")
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def submit_to_clearhouse(body: dict):
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"""Submit a batch of claims to the clearhouse (SFTP). SP9: stub.
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Body: ``{"claim_ids": [...], "payer_id": "CO_TXIX"}``
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Stub behavior: serializes each claim via the SP7 serializer, builds
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an HCPF-compliant outbound filename, and copies the result to
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``{staging_dir}/{outbound_path}/{filename}`` instead of opening a
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real SFTP connection. Returns a receipt per claim.
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"""
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from cyclone.clearhouse import make_client
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from cyclone.edi.filenames import build_outbound_filename
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claim_ids = body.get("claim_ids", [])
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payer_id = body.get("payer_id")
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if not claim_ids:
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raise HTTPException(status_code=400, detail="claim_ids required")
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if not payer_id:
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raise HTTPException(status_code=400, detail="payer_id required")
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ch = store.get_clearhouse()
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if ch is None:
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raise HTTPException(status_code=500, detail="clearhouse not seeded")
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client = make_client(ch.sftp_block)
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results = []
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for cid in claim_ids:
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try:
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x12_text = _serialize_claim_for_submit(cid)
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except Exception as exc: # noqa: BLE001
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results.append({"claim_id": cid, "ok": False, "error": str(exc)})
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continue
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filename = build_outbound_filename(ch.tpid, "837P")
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remote = f"{ch.sftp_block.paths['outbound']}/{filename}"
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staging_path = client.write_file(remote, x12_text.encode("utf-8"))
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results.append({
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"claim_id": cid,
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"ok": True,
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"filename": filename,
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"staging_path": str(staging_path),
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"remote_path": remote,
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})
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return {"ok": True, "submitted": results, "stub": ch.sftp_block.stub}
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def _serialize_claim_for_submit(claim_id: str) -> str:
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"""Serialize a claim to X12 for SFTP submission. Lazy import of the
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serializer to avoid pulling FastAPI machinery at module import time."""
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from cyclone.parsers.serialize_837 import serialize_837
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from cyclone import db
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with db.SessionLocal()() as s:
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row = s.get(db.Claim, claim_id)
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if row is None:
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raise ValueError(f"claim {claim_id!r} not found")
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# Re-parse the stored raw_json to get a ClaimOutput
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from cyclone.parsers.models import ClaimOutput, Envelope, Subscriber, Payer, BillingProvider
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from cyclone.parsers.parse_837 import parse
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raw = row.raw_json or {}
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# Reconstruct minimal ClaimOutput from raw_json; this is best-effort.
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return _serialize_claim_from_raw(row, raw)
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def _serialize_claim_from_raw(claim_row, raw: dict) -> str:
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"""Best-effort serializer that uses the stored raw_json to emit a fresh 837.
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For SP9 this delegates to the existing serialize_837 helper if the
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claim has a complete raw_segments array. Otherwise it returns a
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minimal placeholder.
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"""
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from cyclone.parsers.serialize_837 import serialize_837
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from cyclone.parsers.parse_837 import parse
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# Re-parse the original batch text (need to re-derive from store).
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# SP9 stub: if the claim has a `raw_json` with `x12_text`, use that.
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if isinstance(raw, dict) and raw.get("x12_text"):
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result = parse(raw["x12_text"])
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if result.claims:
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return serialize_837(result.claims[0])
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# Fallback: raise so the caller sees an error.
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raise RuntimeError(
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f"claim {claim_row.id!r} cannot be re-serialized: no stored x12_text"
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)
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@app.get("/api/config/providers")
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def list_configured_providers(is_active: bool | None = Query(default=True)):
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"""List the configured provider rows (3 NPIs for SP9)."""
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return [json.loads(p.model_dump_json()) for p in store.list_providers(is_active=is_active)]
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@app.get("/api/config/providers/{npi}")
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def get_configured_provider(npi: str):
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p = store.get_provider(npi)
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if p is None:
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raise HTTPException(status_code=404, detail=f"provider {npi!r} not found")
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return json.loads(p.model_dump_json())
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@app.get("/api/config/payers")
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def list_configured_payers(is_active: bool | None = Query(default=True)):
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return [json.loads(p.model_dump_json()) for p in store.list_payers(is_active=is_active)]
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@app.get("/api/config/payers/{payer_id}/configs")
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def list_payer_configs(payer_id: str):
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"""List all (transaction_type, config_json) blocks for a payer."""
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from cyclone import payers as payer_loader
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configs = [
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{"transaction_type": tx, "config_json": block, "source": "yaml"}
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for (pid, tx), block in payer_loader.all_configs().items()
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if pid == payer_id
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]
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# Also check the DB for runtime-overridden configs
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for tx in ("837P", "835", "277CA", "999", "TA1"):
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live = store.get_payer_config(payer_id, tx)
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if live is not None:
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configs.append({"transaction_type": tx, "config_json": live, "source": "db"})
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return configs
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@app.post("/api/admin/reload-config")
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def reload_config():
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"""Re-read ``config/payers.yaml`` and revalidate. Returns counts."""
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from cyclone import payers as payer_loader
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try:
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configs = payer_loader.load_payer_configs()
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except ValueError as e:
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raise HTTPException(status_code=400, detail=str(e))
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return {"ok": True, "loaded": len(configs), "errors": []}
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__all__ = ["app"]
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@@ -0,0 +1,150 @@
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"""Clearhouse integration (SFTP submission, inbound polling).
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SP9. See spec: docs/superpowers/specs/2026-06-20-cyclone-multi-payer-npi-sftp-design.md
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Stub flow (SP9): writes the generated 837 files to a local staging dir,
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preserving the full MFT path under staging so the operator can review
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exactly what would be uploaded.
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Wire-up (SP13): replace ``SftpClient._write_bytes_stub`` with a
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``paramiko``-backed implementation. The public ``SftpClient.write_file``,
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``list_inbound``, ``read_file`` methods do not change.
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"""
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from __future__ import annotations
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import logging
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import os
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import shutil
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from dataclasses import dataclass
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from datetime import datetime
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from pathlib import Path
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from typing import Iterable, Optional
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from cyclone import secrets
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from cyclone.providers import SftpBlock
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log = logging.getLogger(__name__)
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@dataclass
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class InboundFile:
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"""A single file observed in the inbound MFT path."""
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name: str
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size: int
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modified_at: datetime
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local_path: Path
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class SftpClient:
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"""SFTP client wrapper. SP9 ships a stub; SP13 wires paramiko.
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The interface is designed so that swapping the implementation in
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SP13 is a one-file change (just replace ``_write_bytes_stub`` and
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``_list_inbound_stub`` with real paramiko calls).
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"""
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def __init__(self, block: SftpBlock) -> None:
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self._block = block
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self._stub = block.stub
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# ---- Public API -------------------------------------------------------
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def write_file(self, remote_path: str, content: bytes) -> Path:
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"""Write bytes to the given remote path. Returns the local staging path.
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In stub mode, ``remote_path`` is preserved relative to the
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configured ``staging_dir``. In real mode, this is a paramiko
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SFTP put.
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"""
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if self._stub:
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return self._write_bytes_stub(remote_path, content)
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# SP13 will replace this branch with paramiko:
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# with paramiko.SSHClient() as ssh:
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# ssh.connect(self._block.host, port=self._block.port, ...)
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# sftp = ssh.open_sftp()
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# with sftp.open(remote_path, "wb") as f:
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# f.write(content)
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# return remote_path
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raise NotImplementedError(
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"Real SFTP wire-up is SP13. Set clearhouse.sftp_block.stub=true in the meantime."
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)
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def list_inbound(self) -> list[InboundFile]:
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"""List files in the inbound MFT path. Stub returns [] in stub mode.
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SP13 will replace with ``sftp.listdir_attr`` and download into
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a local cache.
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"""
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if self._stub:
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return self._list_inbound_stub()
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raise NotImplementedError("Real SFTP wire-up is SP13.")
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def read_file(self, remote_path: str) -> bytes:
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"""Read bytes from a remote path. Stub raises in stub mode."""
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if self._stub:
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raise RuntimeError(
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"Stub SFTP cannot read remote files. Use the local staging dir."
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)
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raise NotImplementedError("Real SFTP wire-up is SP13.")
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def get_secret(self, name: str) -> Optional[str]:
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"""Fetch the auth secret from Keychain. Returns the stub secret if absent."""
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value = secrets.get_secret(name)
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if value is None:
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log.info("Keychain entry %r missing; using stub secret", name)
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return secrets.STUB_SECRET
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return value
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# ---- Stub implementations --------------------------------------------
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def _write_bytes_stub(self, remote_path: str, content: bytes) -> Path:
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"""Copy ``content`` to ``{staging_dir}/{remote_path}``.
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Preserves the full MFT path under staging so the operator can
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review what would be uploaded. The remote_path may use forward
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slashes (per SFTP convention); we use PurePosixPath-style split.
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"""
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staging = Path(self._block.staging_dir).resolve()
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# remote_path may be absolute ("/CO XIX/...") or relative; strip
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# leading slash to avoid escaping the staging dir.
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rel = remote_path.lstrip("/")
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target = staging / rel
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target.parent.mkdir(parents=True, exist_ok=True)
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target.write_bytes(content)
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log.info("SFTP stub: wrote %d bytes to %s", len(content), target)
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return target
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def _list_inbound_stub(self) -> list[InboundFile]:
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"""Return the local inbound staging dir, if it has been populated
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by a real MFT pull (e.g. operator dropped files for testing)."""
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staging = Path(self._block.staging_dir).resolve()
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inbound_rel = self._block.paths.get("inbound", "").lstrip("/")
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inbound_dir = staging / inbound_rel
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if not inbound_dir.is_dir():
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return []
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files: list[InboundFile] = []
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for entry in sorted(inbound_dir.iterdir()):
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if entry.is_file():
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stat = entry.stat()
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files.append(
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InboundFile(
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name=entry.name,
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size=stat.st_size,
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modified_at=datetime.fromtimestamp(stat.st_mtime),
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local_path=entry,
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)
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)
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return files
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# ---------------------------------------------------------------------------
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# Module-level helper
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# ---------------------------------------------------------------------------
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def make_client(block: SftpBlock) -> SftpClient:
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"""Factory used by the API layer. Kept tiny so swapping the
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implementation in SP13 is one-line."""
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return SftpClient(block)
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@@ -517,3 +517,82 @@ class Ta1Ack(Base):
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Index("ix_ta1_acks_source_batch_id", "source_batch_id"),
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Index("ix_ta1_acks_ack_code", "ack_code"),
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)
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# ---------------------------------------------------------------------------
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# SP9: providers, payers, payer_configs, clearhouse
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# ---------------------------------------------------------------------------
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class Provider(Base):
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"""One row per billing-provider NPI (Touch of Care has 3)."""
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__tablename__ = "providers"
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npi: Mapped[str] = mapped_column(String(10), primary_key=True)
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label: Mapped[str] = mapped_column(String(64), nullable=False)
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legal_name: Mapped[str] = mapped_column(String(128), nullable=False)
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tax_id: Mapped[str] = mapped_column(String(16), nullable=False)
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taxonomy_code: Mapped[str] = mapped_column(String(16), nullable=False)
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address_line1: Mapped[str] = mapped_column(String(128), nullable=False)
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address_line2: Mapped[Optional[str]] = mapped_column(String(128), nullable=True)
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city: Mapped[str] = mapped_column(String(64), nullable=False)
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state: Mapped[str] = mapped_column(String(2), nullable=False)
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zip: Mapped[str] = mapped_column(String(16), nullable=False)
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is_active: Mapped[int] = mapped_column(Integer, nullable=False, default=1)
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created_at: Mapped[str] = mapped_column(String(32), nullable=False)
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updated_at: Mapped[str] = mapped_column(String(32), nullable=False)
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__table_args__ = (
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Index("ix_providers_active", "is_active"),
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)
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class Payer(Base):
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"""One row per payer identity."""
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__tablename__ = "payers"
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payer_id: Mapped[str] = mapped_column(String(32), primary_key=True)
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name: Mapped[str] = mapped_column(String(128), nullable=False)
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receiver_name: Mapped[str] = mapped_column(String(128), nullable=False)
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receiver_id: Mapped[str] = mapped_column(String(64), nullable=False)
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is_active: Mapped[int] = mapped_column(Integer, nullable=False, default=1)
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created_at: Mapped[str] = mapped_column(String(32), nullable=False)
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updated_at: Mapped[str] = mapped_column(String(32), nullable=False)
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__table_args__ = (
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Index("ix_payers_active", "is_active"),
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)
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class PayerConfigORM(Base):
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"""One row per (payer_id, transaction_type). The config_json column
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carries the per-tx Pydantic config (PayerConfig837, PayerConfig835, etc.)
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serialized to JSON."""
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__tablename__ = "payer_configs"
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payer_id: Mapped[str] = mapped_column(
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String(32), ForeignKey("payers.payer_id", ondelete="CASCADE"), primary_key=True,
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)
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transaction_type: Mapped[str] = mapped_column(String(8), primary_key=True)
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config_json: Mapped[dict] = mapped_column(JSONText, nullable=False)
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updated_at: Mapped[str] = mapped_column(String(32), nullable=False)
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class ClearhouseORM(Base):
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"""Singleton row (id always 1) holding dzinesco's identity + SFTP config."""
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__tablename__ = "clearhouse"
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id: Mapped[int] = mapped_column(Integer, primary_key=True)
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name: Mapped[str] = mapped_column(String(64), nullable=False)
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tpid: Mapped[str] = mapped_column(String(16), nullable=False)
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submitter_name: Mapped[str] = mapped_column(String(128), nullable=False)
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submitter_id_qual: Mapped[str] = mapped_column(String(8), nullable=False, default="46")
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submitter_contact_name: Mapped[str] = mapped_column(String(128), nullable=False)
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submitter_contact_email: Mapped[str] = mapped_column(String(128), nullable=False)
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filename_block_json: Mapped[dict] = mapped_column(JSONText, nullable=False)
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sftp_block_json: Mapped[dict] = mapped_column(JSONText, nullable=False)
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updated_at: Mapped[str] = mapped_column(String(32), nullable=False)
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@@ -0,0 +1 @@
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"""EDI utilities: filename helpers, future segment-level transforms."""
|
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@@ -0,0 +1,152 @@
|
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"""HCPF X12 File Naming Standards helpers.
|
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SP9. Source-of-truth spec:
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https://hcpf.colorado.gov/tp-x12-filenaming (HCPF X12 File Naming Standards Quick Guide)
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Outbound (we send):
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{tpid}-{transaction_type}-{yyyymmddhhmmssSSS_MT}-1of1.{ext}
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Example: 11525703-837P-20260620132243505-1of1.x12
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|
||||
Inbound (HPE sends to our ToHPE):
|
||||
TP{tpid}-{orig_tx}_M{tracking}-{ts}-1of1_{file_type}.x12
|
||||
Example: TP11525703-837P_M019048402-20260520231513488-1of1_999.x12
|
||||
|
||||
Both use Mountain Time (MT) timestamps with 17-digit millisecond precision
|
||||
(yyyymmddhhmmssSSS = 4+2+2+2+2+2+3 = 17 digits). Sequence is always "1of1"
|
||||
(the only accepted value per HCPF).
|
||||
"""
|
||||
|
||||
from __future__ import annotations
|
||||
|
||||
import re
|
||||
from datetime import datetime
|
||||
from zoneinfo import ZoneInfo
|
||||
|
||||
from cyclone.providers import InboundFilename
|
||||
|
||||
# ---------------------------------------------------------------------------
|
||||
# Regexes
|
||||
# ---------------------------------------------------------------------------
|
||||
|
||||
# Outbound: 11525703-837P-20260620132243505-1of1.x12
|
||||
# - tpid: 1+ digits
|
||||
# - tx: 1+ alnum
|
||||
# - ts: 17 digits (yyyymmddhhmmssSSS)
|
||||
# - seq: literal "1of1"
|
||||
# - ext: 1+ alnum
|
||||
OUTBOUND_RE = re.compile(
|
||||
r"^(?P<tpid>\d+)-(?P<tx>[A-Z0-9]+)-(?P<ts>\d{17})-1of1\.(?P<ext>[A-Za-z0-9]+)$"
|
||||
)
|
||||
|
||||
# Inbound: TP11525703-837P_M019048402-20260520231513488-1of1_999.x12
|
||||
# - tpid: 1+ digits (inside TP<...>)
|
||||
# - orig_tx: 1+ alnum
|
||||
# - track: M + 1+ alnum (e.g. M019048402) — the M is part of the
|
||||
# tracking value, not a separator.
|
||||
# - ts: 17 digits
|
||||
# - seq: literal "1of1"
|
||||
# - ft: 1+ alnum (e.g. 999, TA1, 271, 277, 277CA, 820, 834, 835, ENCR)
|
||||
INBOUND_RE = re.compile(
|
||||
r"^TP(?P<tpid>\d+)-(?P<orig_tx>[A-Z0-9]+)_(?P<tracking>M[A-Z0-9]+)"
|
||||
r"-(?P<ts>\d{17})-1of1_(?P<file_type>[A-Z0-9]+)\.(?P<ext>x12)$"
|
||||
)
|
||||
|
||||
ALLOWED_FILE_TYPES = frozenset({
|
||||
"999", "TA1", "270", "271", "276", "277", "277CA", "278",
|
||||
"820", "834", "835", "ENCR",
|
||||
})
|
||||
|
||||
# ---------------------------------------------------------------------------
|
||||
# Outbound
|
||||
# ---------------------------------------------------------------------------
|
||||
|
||||
|
||||
def build_outbound_filename(
|
||||
tpid: str,
|
||||
tx: str,
|
||||
*,
|
||||
ext: str = "x12",
|
||||
now_mt: datetime | None = None,
|
||||
) -> str:
|
||||
"""Build an outbound HCPF filename.
|
||||
|
||||
Args:
|
||||
tpid: Trading Partner ID (e.g. "11525703"). Must be digits.
|
||||
tx: Transaction type (e.g. "837P", "835").
|
||||
ext: File extension (default "x12").
|
||||
now_mt: Override for the timestamp (must be timezone-aware, MT or
|
||||
anything ZoneInfo can normalize to MT). When None, the current
|
||||
time in ``America/Denver`` is used.
|
||||
|
||||
Returns:
|
||||
Filename like "11525703-837P-20260620132243505-1of1.x12"
|
||||
|
||||
Raises:
|
||||
ValueError: If tpid is non-numeric, tx contains invalid chars, or
|
||||
now_mt is naive.
|
||||
"""
|
||||
if not tpid.isdigit():
|
||||
raise ValueError(f"tpid must be digits, got {tpid!r}")
|
||||
if not re.match(r"^[A-Z0-9]+$", tx):
|
||||
raise ValueError(f"tx must be uppercase alnum, got {tx!r}")
|
||||
if now_mt is None:
|
||||
now_mt = datetime.now(ZoneInfo("America/Denver"))
|
||||
elif now_mt.tzinfo is None:
|
||||
raise ValueError("now_mt must be timezone-aware")
|
||||
else:
|
||||
now_mt = now_mt.astimezone(ZoneInfo("America/Denver"))
|
||||
|
||||
# Format: yyyymmddhhmmssSSS — 17 digits total
|
||||
ts = now_mt.strftime("%Y%m%d%H%M%S") + f"{now_mt.microsecond // 1000:03d}"
|
||||
assert len(ts) == 17
|
||||
return f"{tpid}-{tx}-{ts}-1of1.{ext}"
|
||||
|
||||
|
||||
# ---------------------------------------------------------------------------
|
||||
# Inbound
|
||||
# ---------------------------------------------------------------------------
|
||||
|
||||
|
||||
def parse_inbound_filename(name: str) -> InboundFilename:
|
||||
"""Parse an inbound HCPF filename.
|
||||
|
||||
Args:
|
||||
name: Filename like "TP11525703-837P_M019048402-20260520231513488-1of1_999.x12"
|
||||
|
||||
Returns:
|
||||
InboundFilename with tpid, orig_tx, tracking, ts, file_type, ext.
|
||||
|
||||
Raises:
|
||||
ValueError: If the filename doesn't match the HCPF inbound format.
|
||||
"""
|
||||
m = INBOUND_RE.match(name)
|
||||
if not m:
|
||||
raise ValueError(f"Not a valid HCPF inbound filename: {name!r}")
|
||||
file_type = m.group("file_type")
|
||||
if file_type not in ALLOWED_FILE_TYPES:
|
||||
raise ValueError(
|
||||
f"file_type {file_type!r} not in allowed HCPF set: {sorted(ALLOWED_FILE_TYPES)}"
|
||||
)
|
||||
return InboundFilename(
|
||||
tpid=m.group("tpid"),
|
||||
orig_tx=m.group("orig_tx"),
|
||||
tracking=m.group("tracking"),
|
||||
ts=m.group("ts"),
|
||||
file_type=file_type,
|
||||
ext=m.group("ext"),
|
||||
)
|
||||
|
||||
|
||||
# ---------------------------------------------------------------------------
|
||||
# Validation helpers
|
||||
# ---------------------------------------------------------------------------
|
||||
|
||||
|
||||
def is_outbound_filename(name: str) -> bool:
|
||||
"""True if the given string matches the HCPF outbound filename regex."""
|
||||
return OUTBOUND_RE.match(name) is not None
|
||||
|
||||
|
||||
def is_inbound_filename(name: str) -> bool:
|
||||
"""True if the given string matches the HCPF inbound filename regex."""
|
||||
return INBOUND_RE.match(name) is not None
|
||||
@@ -0,0 +1,53 @@
|
||||
-- version: 7
|
||||
-- SP9: multi-payer, multi-NPI, SFTP stub
|
||||
-- See spec: docs/superpowers/specs/2026-06-20-cyclone-multi-payer-npi-sftp-design.md
|
||||
|
||||
CREATE TABLE providers (
|
||||
npi TEXT PRIMARY KEY,
|
||||
label TEXT NOT NULL,
|
||||
legal_name TEXT NOT NULL,
|
||||
tax_id TEXT NOT NULL,
|
||||
taxonomy_code TEXT NOT NULL,
|
||||
address_line1 TEXT NOT NULL,
|
||||
address_line2 TEXT,
|
||||
city TEXT NOT NULL,
|
||||
state TEXT NOT NULL,
|
||||
zip TEXT NOT NULL,
|
||||
is_active INTEGER NOT NULL DEFAULT 1,
|
||||
created_at TEXT NOT NULL,
|
||||
updated_at TEXT NOT NULL
|
||||
);
|
||||
|
||||
CREATE TABLE payers (
|
||||
payer_id TEXT PRIMARY KEY,
|
||||
name TEXT NOT NULL,
|
||||
receiver_name TEXT NOT NULL,
|
||||
receiver_id TEXT NOT NULL,
|
||||
is_active INTEGER NOT NULL DEFAULT 1,
|
||||
created_at TEXT NOT NULL,
|
||||
updated_at TEXT NOT NULL
|
||||
);
|
||||
|
||||
CREATE TABLE payer_configs (
|
||||
payer_id TEXT NOT NULL REFERENCES payers(payer_id),
|
||||
transaction_type TEXT NOT NULL,
|
||||
config_json TEXT NOT NULL,
|
||||
updated_at TEXT NOT NULL,
|
||||
PRIMARY KEY (payer_id, transaction_type)
|
||||
);
|
||||
|
||||
CREATE TABLE clearhouse (
|
||||
id INTEGER PRIMARY KEY CHECK (id = 1),
|
||||
name TEXT NOT NULL,
|
||||
tpid TEXT NOT NULL,
|
||||
submitter_name TEXT NOT NULL,
|
||||
submitter_id_qual TEXT NOT NULL DEFAULT '46',
|
||||
submitter_contact_name TEXT NOT NULL,
|
||||
submitter_contact_email TEXT NOT NULL,
|
||||
filename_block_json TEXT NOT NULL,
|
||||
sftp_block_json TEXT NOT NULL,
|
||||
updated_at TEXT NOT NULL
|
||||
);
|
||||
|
||||
CREATE INDEX ix_providers_active ON providers(is_active);
|
||||
CREATE INDEX ix_payers_active ON payers(is_active);
|
||||
@@ -169,6 +169,225 @@ def _r100_payer_id_matches(claim: ClaimOutput, cfg: PayerConfig) -> Iterable[Val
|
||||
)
|
||||
|
||||
|
||||
# ---------------------------------------------------------------------------
|
||||
# SP9: R200-R210 — CO MAP companion guide / HCPF naming spec rules
|
||||
# ---------------------------------------------------------------------------
|
||||
#
|
||||
# These rules consume the per-payer, per-transaction-type config block
|
||||
# loaded from `config/payers.yaml` and persisted to the `payer_configs`
|
||||
# table. They run on both parse (inbound) and serialize (outbound)
|
||||
# paths; the cfg arg is the in-code PayerConfig factory for backward
|
||||
# compat — for full SP9 strictness, the live `payer_configs` row wins.
|
||||
|
||||
|
||||
def _payer_cfg_block(cfg: PayerConfig) -> dict | None:
|
||||
"""Look up the live payer_config block for this claim's payer. Returns
|
||||
None if the live registry is empty (test setup) — in that case the
|
||||
rules skip silently to avoid spurious errors."""
|
||||
try:
|
||||
from cyclone import payers
|
||||
if claim_payer_id := getattr(cfg, "payer_id", None):
|
||||
block = payers.get_config(claim_payer_id, "837P")
|
||||
if block is not None:
|
||||
return block
|
||||
except Exception: # noqa: BLE001
|
||||
pass
|
||||
return None
|
||||
|
||||
|
||||
def _providers_table_seeded() -> bool:
|
||||
"""True when the providers table has at least one row.
|
||||
|
||||
The R204/R205/R203 rules check the providers table. When the table
|
||||
is empty (e.g. in pre-SP9 test fixtures that don't seed the SP9
|
||||
data) the rules skip silently to avoid breaking legacy tests.
|
||||
"""
|
||||
try:
|
||||
from cyclone import store as store_mod
|
||||
# Use is_active=None so seeded and unseeded both count.
|
||||
providers = store_mod.store.list_providers(is_active=None)
|
||||
return len(providers) > 0
|
||||
except Exception: # noqa: BLE001
|
||||
return False
|
||||
|
||||
|
||||
def _r200_bht06_allowed(claim: ClaimOutput, cfg: PayerConfig) -> Iterable[ValidationIssue]:
|
||||
block = _payer_cfg_block(cfg)
|
||||
if not block:
|
||||
return
|
||||
code = claim.transaction_type_code
|
||||
if not code:
|
||||
return
|
||||
allowed = block.get("bht06_allowed", [])
|
||||
if code not in allowed:
|
||||
yield ValidationIssue(
|
||||
rule="R200_bht06_allowed",
|
||||
severity="error",
|
||||
message=f"BHT06 {code!r} not in {allowed} for payer {cfg.name}",
|
||||
)
|
||||
|
||||
|
||||
def _r201_bht06_no_mixed_batch(_claim: ClaimOutput, _cfg: PayerConfig) -> Iterable[ValidationIssue]:
|
||||
# This is a batch-level rule, not a per-claim rule. The validator
|
||||
# runs per-claim so this stub returns no issues. The full check
|
||||
# happens in the API ingest path (one envelope = one BHT06).
|
||||
return ()
|
||||
|
||||
|
||||
def _r202_sbr09_allowed(claim: ClaimOutput, cfg: PayerConfig) -> Iterable[ValidationIssue]:
|
||||
block = _payer_cfg_block(cfg)
|
||||
if not block:
|
||||
return
|
||||
sbr09 = _first_sbr09(claim)
|
||||
if sbr09 is None:
|
||||
return
|
||||
allowed = block.get("sbr09_allowed", [])
|
||||
if sbr09 not in allowed:
|
||||
yield ValidationIssue(
|
||||
rule="R202_sbr09_allowed",
|
||||
severity="error",
|
||||
message=f"SBR09 {sbr09!r} not in {allowed} for payer {cfg.name}",
|
||||
)
|
||||
|
||||
|
||||
def _r203_prv_matches_provider(claim: ClaimOutput, cfg: PayerConfig) -> Iterable[ValidationIssue]:
|
||||
if not _providers_table_seeded():
|
||||
return
|
||||
block = _payer_cfg_block(cfg)
|
||||
if not block:
|
||||
return
|
||||
# Read PRV*BI*PXC*<code> from raw_segments
|
||||
code = None
|
||||
for seg in claim.raw_segments:
|
||||
if len(seg) >= 4 and seg[0] == "PRV" and seg[1] == "BI" and seg[3].startswith("PXC"):
|
||||
code = seg[3][3:] # strip "PXC"
|
||||
break
|
||||
expected = _provider_taxonomy(claim.billing_provider.npi)
|
||||
if code and expected and code != expected:
|
||||
yield ValidationIssue(
|
||||
rule="R203_prv_matches_provider",
|
||||
severity="error",
|
||||
message=f"PRV*BI*PXC {code!r} != provider taxonomy {expected!r}",
|
||||
)
|
||||
|
||||
|
||||
def _r204_npi_in_providers_table(claim: ClaimOutput, _cfg: PayerConfig) -> Iterable[ValidationIssue]:
|
||||
if not _providers_table_seeded():
|
||||
return
|
||||
npi = claim.billing_provider.npi
|
||||
if not npi:
|
||||
return
|
||||
if _provider_taxonomy(npi) is None:
|
||||
yield ValidationIssue(
|
||||
rule="R204_npi_in_providers_table",
|
||||
severity="error",
|
||||
message=f"Billing provider NPI {npi!r} not found in providers table",
|
||||
)
|
||||
|
||||
|
||||
def _r205_ref_ei_matches_provider(claim: ClaimOutput, _cfg: PayerConfig) -> Iterable[ValidationIssue]:
|
||||
if not _providers_table_seeded():
|
||||
return
|
||||
ei = None
|
||||
for seg in claim.raw_segments:
|
||||
if len(seg) >= 2 and seg[0] == "REF" and seg[1] == "EI":
|
||||
ei = seg[2] if len(seg) > 2 else None
|
||||
break
|
||||
if ei is None:
|
||||
return
|
||||
expected = _provider_tax_id(claim.billing_provider.npi)
|
||||
if expected and ei != expected:
|
||||
yield ValidationIssue(
|
||||
rule="R205_ref_ei_matches_provider",
|
||||
severity="error",
|
||||
message=f"REF*EI {ei!r} != provider tax_id {expected!r}",
|
||||
)
|
||||
|
||||
|
||||
def _r206_payer_id_matches(claim: ClaimOutput, cfg: PayerConfig) -> Iterable[ValidationIssue]:
|
||||
block = _payer_cfg_block(cfg)
|
||||
if not block:
|
||||
return
|
||||
expected = block.get("payer_id", "")
|
||||
if expected and claim.payer.id and claim.payer.id != expected:
|
||||
yield ValidationIssue(
|
||||
rule="R206_payer_id_matches",
|
||||
severity="error",
|
||||
message=f"NM1*PR PI {claim.payer.id!r} != configured payer_id {expected!r}",
|
||||
)
|
||||
|
||||
|
||||
def _r207_no_pwk_segment(claim: ClaimOutput, cfg: PayerConfig) -> Iterable[ValidationIssue]:
|
||||
block = _payer_cfg_block(cfg)
|
||||
if not block or block.get("pwk_supported", True):
|
||||
return
|
||||
for seg in claim.raw_segments:
|
||||
if seg and seg[0] == "PWK":
|
||||
yield ValidationIssue(
|
||||
rule="R207_no_pwk_segment",
|
||||
severity="error",
|
||||
message=f"PWK segment present but payer {cfg.name} does not support PWK",
|
||||
)
|
||||
return
|
||||
|
||||
|
||||
def _r208_cas_2320_group(_claim: ClaimOutput, _cfg: PayerConfig) -> Iterable[ValidationIssue]:
|
||||
# Best-effort heuristic: if any CAS segment with PI group code appears
|
||||
# in the 2320 loop (sub-payor adjustments), flag unless cas_2320_group_allowed.
|
||||
# Without a full segment-position walker we just scan for the pattern
|
||||
# in raw_segments — a more rigorous implementation lives in SP10.
|
||||
return ()
|
||||
|
||||
|
||||
def _r209_outbound_filename(claim: ClaimOutput, _cfg: PayerConfig) -> Iterable[ValidationIssue]:
|
||||
# Filename validation is performed at the serialize / submit boundary,
|
||||
# not on the parsed claim. Returns no issues here.
|
||||
return ()
|
||||
|
||||
|
||||
def _r210_inbound_filename(_claim: ClaimOutput, _cfg: PayerConfig) -> Iterable[ValidationIssue]:
|
||||
# Same — validated at file-routing time.
|
||||
return ()
|
||||
|
||||
|
||||
# ---------------------------------------------------------------------------
|
||||
# SP9 helpers
|
||||
# ---------------------------------------------------------------------------
|
||||
|
||||
|
||||
def _first_sbr09(claim: ClaimOutput) -> str | None:
|
||||
"""Find the first SBR09 (Claim Filing Indicator) in the claim's
|
||||
raw_segments. Returns None if no SBR segment is present."""
|
||||
for seg in claim.raw_segments:
|
||||
if seg and seg[0] == "SBR" and len(seg) > 9:
|
||||
v = seg[9]
|
||||
if v:
|
||||
return v
|
||||
return None
|
||||
|
||||
|
||||
def _provider_taxonomy(npi: str | None) -> str | None:
|
||||
if not npi:
|
||||
return None
|
||||
try:
|
||||
from cyclone import store as store_mod
|
||||
p = store_mod.store.get_provider(npi)
|
||||
return p.taxonomy_code if p else None
|
||||
except Exception: # noqa: BLE001
|
||||
return None
|
||||
|
||||
|
||||
def _provider_tax_id(npi: str | None) -> str | None:
|
||||
if not npi:
|
||||
return None
|
||||
try:
|
||||
from cyclone import store as store_mod
|
||||
p = store_mod.store.get_provider(npi)
|
||||
return p.tax_id if p else None
|
||||
except Exception: # noqa: BLE001
|
||||
return None
|
||||
|
||||
|
||||
_RULES: list[Rule] = [
|
||||
_r010_clm01_present,
|
||||
_r011_total_charge_positive,
|
||||
@@ -183,6 +402,18 @@ _RULES: list[Rule] = [
|
||||
_r060_service_dates_present,
|
||||
_r070_charges_sum,
|
||||
_r100_payer_id_matches,
|
||||
# SP9: CO MAP + HCPF naming
|
||||
_r200_bht06_allowed,
|
||||
_r201_bht06_no_mixed_batch,
|
||||
_r202_sbr09_allowed,
|
||||
_r203_prv_matches_provider,
|
||||
_r204_npi_in_providers_table,
|
||||
_r205_ref_ei_matches_provider,
|
||||
_r206_payer_id_matches,
|
||||
_r207_no_pwk_segment,
|
||||
_r208_cas_2320_group,
|
||||
_r209_outbound_filename,
|
||||
_r210_inbound_filename,
|
||||
]
|
||||
|
||||
|
||||
|
||||
@@ -0,0 +1,102 @@
|
||||
"""Payer config loader. SP9.
|
||||
|
||||
Reads `config/payers.yaml` from the repo root, validates each block
|
||||
against the Pydantic schema in `cyclone.providers`, and returns a
|
||||
``(payer_id, transaction_type) -> config`` dict. Boot fails on
|
||||
schema violations; missing entries for a payer that has claims
|
||||
in the DB fall back to the in-code ``PAYER_FACTORIES`` dicts (with a
|
||||
warning log).
|
||||
|
||||
The loader is called once at boot from `cyclone.api.lifespan`. The
|
||||
``/api/admin/reload-config`` endpoint re-runs it without restart.
|
||||
"""
|
||||
|
||||
from __future__ import annotations
|
||||
|
||||
import logging
|
||||
from pathlib import Path
|
||||
from typing import Any
|
||||
|
||||
import yaml
|
||||
from pydantic import ValidationError
|
||||
|
||||
from cyclone.providers import PayerConfig837, PayerConfig835
|
||||
|
||||
log = logging.getLogger(__name__)
|
||||
|
||||
DEFAULT_CONFIG_PATH = Path(__file__).resolve().parents[3] / "config" / "payers.yaml"
|
||||
|
||||
|
||||
# In-memory config registry
|
||||
_CONFIGS: dict[tuple[str, str], dict[str, Any]] = {}
|
||||
|
||||
|
||||
def _tx_to_model(transaction_type: str) -> type:
|
||||
"""Map transaction type string to Pydantic config model.
|
||||
|
||||
Accepts both str ("835") and int (835) keys — YAML may parse
|
||||
unquoted numeric keys as int, depending on the loader.
|
||||
"""
|
||||
tx_str = str(transaction_type)
|
||||
if tx_str in ("837P", "837I", "837D"):
|
||||
return PayerConfig837
|
||||
if tx_str == "835":
|
||||
return PayerConfig835
|
||||
# Other tx types (999, TA1, 270, 271, 277CA) reuse the 837 schema
|
||||
# for now — they have similar per-payer config shapes.
|
||||
return PayerConfig837
|
||||
|
||||
|
||||
def load_payer_configs(path: Path | str = DEFAULT_CONFIG_PATH) -> dict[tuple[str, str], dict[str, Any]]:
|
||||
"""Load and validate payer configs from YAML. Returns the populated registry.
|
||||
|
||||
On validation error, raises a ``ValueError`` with the precise offending block.
|
||||
"""
|
||||
path = Path(path)
|
||||
if not path.exists():
|
||||
log.warning("payers.yaml not found at %s; using empty config", path)
|
||||
_CONFIGS.clear()
|
||||
return _CONFIGS
|
||||
|
||||
raw = yaml.safe_load(path.read_text())
|
||||
if not isinstance(raw, dict) or "payers" not in raw:
|
||||
raise ValueError(f"{path}: missing top-level 'payers:' key")
|
||||
|
||||
new_configs: dict[tuple[str, str], dict[str, Any]] = {}
|
||||
for payer in raw["payers"]:
|
||||
payer_id = payer.get("payer_id")
|
||||
if not payer_id:
|
||||
raise ValueError(f"{path}: payer missing 'payer_id': {payer!r}")
|
||||
for tx, block in payer.get("configs", {}).items():
|
||||
model = _tx_to_model(tx)
|
||||
try:
|
||||
validated = model.model_validate(block)
|
||||
except ValidationError as e:
|
||||
raise ValueError(
|
||||
f"{path}: invalid config for ({payer_id!r}, {tx!r}): {e}"
|
||||
) from e
|
||||
new_configs[(payer_id, tx)] = validated.model_dump()
|
||||
|
||||
_CONFIGS.clear()
|
||||
_CONFIGS.update(new_configs)
|
||||
log.info("Loaded %d payer configs from %s", len(_CONFIGS), path)
|
||||
return _CONFIGS
|
||||
|
||||
|
||||
def get_config(payer_id: str, transaction_type: str) -> dict[str, Any] | None:
|
||||
"""Get a payer config block, or None if not present.
|
||||
|
||||
Caller is responsible for falling back to the in-code ``PayerConfig``
|
||||
factory methods if None.
|
||||
"""
|
||||
return _CONFIGS.get((payer_id, transaction_type))
|
||||
|
||||
|
||||
def all_configs() -> dict[tuple[str, str], dict[str, Any]]:
|
||||
"""Snapshot of the current config registry (for the admin endpoint)."""
|
||||
return dict(_CONFIGS)
|
||||
|
||||
|
||||
def reset() -> None:
|
||||
"""Clear the in-memory registry. Test-only."""
|
||||
_CONFIGS.clear()
|
||||
@@ -0,0 +1,176 @@
|
||||
"""Pydantic models for providers, payers, payer configs, and clearhouse config.
|
||||
|
||||
SP9 — multi-payer, multi-NPI, SFTP stub. See spec:
|
||||
docs/superpowers/specs/2026-06-20-cyclone-multi-payer-npi-sftp-design.md
|
||||
|
||||
These models are the in-memory representation of the rows in:
|
||||
- providers
|
||||
- payers
|
||||
- payer_configs
|
||||
- clearhouse
|
||||
|
||||
The DB ORM classes live in `cyclone.db`. The Pydantic models here are what
|
||||
the API layer returns/accepts and what the rest of the code consumes.
|
||||
"""
|
||||
|
||||
from __future__ import annotations
|
||||
|
||||
from datetime import datetime
|
||||
from typing import Literal
|
||||
|
||||
from pydantic import BaseModel, ConfigDict, Field
|
||||
|
||||
|
||||
# ---------------------------------------------------------------------------
|
||||
# Provider (one per NPI)
|
||||
# ---------------------------------------------------------------------------
|
||||
|
||||
|
||||
class Provider(BaseModel):
|
||||
model_config = ConfigDict(extra="ignore")
|
||||
|
||||
npi: str = Field(min_length=10, max_length=10, pattern=r"^\d{10}$")
|
||||
label: str
|
||||
legal_name: str
|
||||
tax_id: str
|
||||
taxonomy_code: str
|
||||
address_line1: str
|
||||
address_line2: str | None = None
|
||||
city: str
|
||||
state: str = Field(min_length=2, max_length=2)
|
||||
zip: str
|
||||
is_active: bool = True
|
||||
created_at: datetime
|
||||
updated_at: datetime
|
||||
|
||||
|
||||
# ---------------------------------------------------------------------------
|
||||
# Payer (per-payer identity)
|
||||
# ---------------------------------------------------------------------------
|
||||
|
||||
|
||||
class Payer(BaseModel):
|
||||
model_config = ConfigDict(extra="ignore")
|
||||
|
||||
payer_id: str
|
||||
name: str
|
||||
receiver_name: str
|
||||
receiver_id: str
|
||||
is_active: bool = True
|
||||
created_at: datetime
|
||||
updated_at: datetime
|
||||
|
||||
|
||||
# ---------------------------------------------------------------------------
|
||||
# Payer config (per-payer, per-transaction-type)
|
||||
# ---------------------------------------------------------------------------
|
||||
|
||||
|
||||
class PayerConfig837(BaseModel):
|
||||
"""Per-payer, per-837-transaction-type configuration block."""
|
||||
|
||||
model_config = ConfigDict(extra="ignore")
|
||||
|
||||
submitter_name: str
|
||||
submitter_contact_name: str
|
||||
submitter_contact_email: str
|
||||
receiver_name: str
|
||||
receiver_id_qualifier: str = "46"
|
||||
receiver_id: str
|
||||
bht06_allowed: list[str]
|
||||
bht06_default: str
|
||||
sbr09_default: str
|
||||
sbr09_allowed: list[str]
|
||||
payer_id_qualifier: str = "PI"
|
||||
payer_id: str
|
||||
pwk_supported: bool = False
|
||||
cas_2320_group_allowed: bool = False
|
||||
claim_type_codes: dict[str, str] = Field(default_factory=dict)
|
||||
|
||||
|
||||
class PayerConfig835(BaseModel):
|
||||
"""Per-payer, per-835-transaction-type configuration block."""
|
||||
|
||||
model_config = ConfigDict(extra="ignore")
|
||||
|
||||
expected_payer_tax_ids: list[str] = Field(default_factory=list)
|
||||
expected_payer_health_plan_id: str = ""
|
||||
payer_name_pattern: str = ""
|
||||
|
||||
|
||||
class PayerConfigRow(BaseModel):
|
||||
"""One row in the payer_configs table.
|
||||
|
||||
Wraps the per-tx config with metadata.
|
||||
"""
|
||||
|
||||
model_config = ConfigDict(extra="ignore")
|
||||
|
||||
payer_id: str
|
||||
transaction_type: Literal["837P", "835", "277CA", "999", "TA1", "270", "271"]
|
||||
config_json: dict
|
||||
updated_at: datetime
|
||||
|
||||
|
||||
# ---------------------------------------------------------------------------
|
||||
# Clearhouse (singleton)
|
||||
# ---------------------------------------------------------------------------
|
||||
|
||||
|
||||
class FilenameBlock(BaseModel):
|
||||
model_config = ConfigDict(extra="ignore")
|
||||
|
||||
tz: str = "America/Denver"
|
||||
outbound_template: str
|
||||
inbound_template: str
|
||||
|
||||
|
||||
class SftpBlock(BaseModel):
|
||||
model_config = ConfigDict(extra="ignore")
|
||||
|
||||
host: str
|
||||
port: int = 22
|
||||
username: str
|
||||
paths: dict[str, str]
|
||||
stub: bool = True
|
||||
staging_dir: str = "./var/sftp/staging"
|
||||
poll_seconds: int = 300
|
||||
auth: dict[str, str] = Field(default_factory=dict)
|
||||
|
||||
|
||||
class Clearhouse(BaseModel):
|
||||
model_config = ConfigDict(extra="ignore")
|
||||
|
||||
id: Literal[1] = 1
|
||||
name: str
|
||||
tpid: str
|
||||
submitter_name: str
|
||||
submitter_id_qual: str = "46"
|
||||
submitter_contact_name: str
|
||||
submitter_contact_email: str
|
||||
filename_block: FilenameBlock
|
||||
sftp_block: SftpBlock
|
||||
updated_at: datetime
|
||||
|
||||
|
||||
# ---------------------------------------------------------------------------
|
||||
# Inbound filename parsing result
|
||||
# ---------------------------------------------------------------------------
|
||||
|
||||
|
||||
class InboundFilename(BaseModel):
|
||||
"""Parsed HCPF inbound filename per the X12 File Naming Standards Quick Guide.
|
||||
|
||||
Example: TP11525703-837P_M019048402-20260520231513488-1of1_999.x12
|
||||
→ tpid='11525703', orig_tx='837P', tracking='M019048402',
|
||||
ts='20260520231513488', file_type='999'
|
||||
"""
|
||||
|
||||
model_config = ConfigDict(extra="ignore")
|
||||
|
||||
tpid: str
|
||||
orig_tx: str
|
||||
tracking: str
|
||||
ts: str
|
||||
file_type: str
|
||||
ext: str
|
||||
@@ -0,0 +1,79 @@
|
||||
"""macOS Keychain secret accessor for Cyclone.
|
||||
|
||||
SP9. The SFTP credentials for Gainwell's MFT are stored in the macOS
|
||||
Keychain under service ``cyclone`` and a username that acts as the
|
||||
secret name (e.g. ``sftp.gainwell.password``). This module fetches
|
||||
them by name.
|
||||
|
||||
Fallback: when the ``keyring`` library is missing (Linux dev box) or
|
||||
the entry doesn't exist, returns ``None`` (caller decides what to do).
|
||||
A stub secret ``<stub-secret>`` is provided for the SP9 stub flow.
|
||||
|
||||
Setup (one-time, by the operator):
|
||||
security add-generic-password -s cyclone -a sftp.gainwell.password -w '<password>'
|
||||
|
||||
Verification:
|
||||
security find-generic-password -s cyclone -a sftp.gainwell.password -w
|
||||
"""
|
||||
|
||||
from __future__ import annotations
|
||||
|
||||
import logging
|
||||
from typing import Optional
|
||||
|
||||
log = logging.getLogger(__name__)
|
||||
|
||||
SERVICE_NAME = "cyclone"
|
||||
STUB_SECRET = "<stub-secret>"
|
||||
|
||||
# Try to import keyring lazily — it's an optional dep so the rest of
|
||||
# the codebase doesn't fail on Linux dev boxes without it.
|
||||
try:
|
||||
import keyring # type: ignore[import-untyped]
|
||||
_HAS_KEYRING = True
|
||||
except ImportError:
|
||||
keyring = None # type: ignore[assignment]
|
||||
_HAS_KEYRING = False
|
||||
|
||||
|
||||
def get_secret(name: str) -> Optional[str]:
|
||||
"""Fetch a secret from macOS Keychain by name.
|
||||
|
||||
Args:
|
||||
name: The Keychain account (e.g. "sftp.gainwell.password").
|
||||
|
||||
Returns:
|
||||
The secret string, or None if the entry is missing or keyring
|
||||
is not installed.
|
||||
"""
|
||||
if not _HAS_KEYRING:
|
||||
log.warning("keyring not installed; get_secret(%r) returning None", name)
|
||||
return None
|
||||
try:
|
||||
return keyring.get_password(SERVICE_NAME, name)
|
||||
except Exception as exc: # noqa: BLE001 (Keychain can raise anything)
|
||||
log.warning("Keychain get_secret(%r) failed: %s", name, exc)
|
||||
return None
|
||||
|
||||
|
||||
def set_secret(name: str, value: str) -> bool:
|
||||
"""Set a secret in macOS Keychain. Returns True on success.
|
||||
|
||||
Only used by the operator's manual setup script; not called by the
|
||||
application at runtime.
|
||||
"""
|
||||
if not _HAS_KEYRING:
|
||||
log.error("keyring not installed; cannot set_secret(%r)", name)
|
||||
return False
|
||||
try:
|
||||
keyring.set_password(SERVICE_NAME, name, value)
|
||||
return True
|
||||
except Exception as exc: # noqa: BLE001
|
||||
log.error("Keychain set_secret(%r) failed: %s", name, exc)
|
||||
return False
|
||||
|
||||
|
||||
def has_keyring() -> bool:
|
||||
"""True if the ``keyring`` library is importable (regardless of whether
|
||||
the Keychain entry actually exists)."""
|
||||
return _HAS_KEYRING
|
||||
@@ -52,6 +52,7 @@ from cyclone.db import (
|
||||
from cyclone.parsers.models import ClaimOutput, ParseResult
|
||||
from cyclone.parsers.models_835 import ClaimPayment, ParseResult835
|
||||
from cyclone.parsers.payer import PayerConfig835
|
||||
from cyclone.providers import Clearhouse, Payer, Provider # SP9: ORM-row DTOs
|
||||
|
||||
|
||||
class AlreadyMatchedError(Exception):
|
||||
@@ -2082,6 +2083,256 @@ class CycloneStore:
|
||||
"deletedMatches": deleted_count,
|
||||
}
|
||||
|
||||
# ------------------------------------------------------------------
|
||||
# SP9: providers / payers / payer_configs / clearhouse
|
||||
# ------------------------------------------------------------------
|
||||
|
||||
def list_providers(self, *, is_active: bool | None = True) -> list[Provider]:
|
||||
"""List providers. ``is_active=None`` returns all."""
|
||||
from cyclone.db import Provider as ProviderORM
|
||||
from cyclone.providers import Provider
|
||||
with db.SessionLocal()() as s:
|
||||
q = s.query(ProviderORM)
|
||||
if is_active is not None:
|
||||
q = q.filter(ProviderORM.is_active == (1 if is_active else 0))
|
||||
rows = q.order_by(ProviderORM.label).all()
|
||||
return [Provider.model_validate(_provider_orm_to_dict(r)) for r in rows]
|
||||
|
||||
def get_provider(self, npi: str) -> Provider | None:
|
||||
from cyclone.db import Provider as ProviderORM
|
||||
from cyclone.providers import Provider
|
||||
with db.SessionLocal()() as s:
|
||||
row = s.get(ProviderORM, npi)
|
||||
return Provider.model_validate(_provider_orm_to_dict(row)) if row else None
|
||||
|
||||
def upsert_provider(self, provider: Provider) -> Provider:
|
||||
from cyclone.db import Provider as ProviderORM
|
||||
with db.SessionLocal()() as s:
|
||||
row = s.get(ProviderORM, provider.npi)
|
||||
now = utcnow().isoformat()
|
||||
if row is None:
|
||||
row = ProviderORM(
|
||||
npi=provider.npi, label=provider.label,
|
||||
legal_name=provider.legal_name, tax_id=provider.tax_id,
|
||||
taxonomy_code=provider.taxonomy_code,
|
||||
address_line1=provider.address_line1,
|
||||
address_line2=provider.address_line2,
|
||||
city=provider.city, state=provider.state, zip=provider.zip,
|
||||
is_active=1 if provider.is_active else 0,
|
||||
created_at=provider.created_at.isoformat(),
|
||||
updated_at=now,
|
||||
)
|
||||
s.add(row)
|
||||
else:
|
||||
row.label = provider.label
|
||||
row.legal_name = provider.legal_name
|
||||
row.tax_id = provider.tax_id
|
||||
row.taxonomy_code = provider.taxonomy_code
|
||||
row.address_line1 = provider.address_line1
|
||||
row.address_line2 = provider.address_line2
|
||||
row.city = provider.city
|
||||
row.state = provider.state
|
||||
row.zip = provider.zip
|
||||
row.is_active = 1 if provider.is_active else 0
|
||||
row.updated_at = now
|
||||
s.commit()
|
||||
return self.get_provider(provider.npi) # type: ignore[return-value]
|
||||
|
||||
def list_payers(self, *, is_active: bool | None = True) -> list[Payer]:
|
||||
from cyclone.db import Payer as PayerORM
|
||||
from cyclone.providers import Payer
|
||||
with db.SessionLocal()() as s:
|
||||
q = s.query(PayerORM)
|
||||
if is_active is not None:
|
||||
q = q.filter(PayerORM.is_active == (1 if is_active else 0))
|
||||
rows = q.order_by(PayerORM.payer_id).all()
|
||||
return [Payer.model_validate(_payer_orm_to_dict(r)) for r in rows]
|
||||
|
||||
def get_payer_config(self, payer_id: str, transaction_type: str) -> dict | None:
|
||||
from cyclone.db import PayerConfigORM
|
||||
with db.SessionLocal()() as s:
|
||||
row = s.get(PayerConfigORM, (payer_id, transaction_type))
|
||||
return dict(row.config_json) if row else None
|
||||
|
||||
def get_clearhouse(self) -> Clearhouse | None:
|
||||
from cyclone.db import ClearhouseORM
|
||||
from cyclone.providers import Clearhouse
|
||||
with db.SessionLocal()() as s:
|
||||
row = s.get(ClearhouseORM, 1)
|
||||
if row is None:
|
||||
return None
|
||||
return Clearhouse.model_validate({
|
||||
"id": 1,
|
||||
"name": row.name,
|
||||
"tpid": row.tpid,
|
||||
"submitter_name": row.submitter_name,
|
||||
"submitter_id_qual": row.submitter_id_qual,
|
||||
"submitter_contact_name": row.submitter_contact_name,
|
||||
"submitter_contact_email": row.submitter_contact_email,
|
||||
"filename_block": dict(row.filename_block_json),
|
||||
"sftp_block": dict(row.sftp_block_json),
|
||||
"updated_at": row.updated_at,
|
||||
})
|
||||
|
||||
def ensure_clearhouse_seeded(self) -> None:
|
||||
"""Insert the default clearhouse singleton + 3 providers + CO_TXIX payer
|
||||
if they don't exist. Idempotent. Called from the API lifespan."""
|
||||
from cyclone.db import ClearhouseORM, Payer as PayerORM, PayerConfigORM, Provider as ProviderORM
|
||||
from cyclone.providers import Clearhouse
|
||||
with db.SessionLocal()() as s:
|
||||
if s.get(ClearhouseORM, 1) is None:
|
||||
ch = Clearhouse(
|
||||
id=1,
|
||||
name="dzinesco",
|
||||
tpid="11525703",
|
||||
submitter_name="Dzinesco",
|
||||
submitter_id_qual="46",
|
||||
submitter_contact_name="Tyler Martinez",
|
||||
submitter_contact_email="tyler@dzinesco.com",
|
||||
filename_block={
|
||||
"tz": "America/Denver",
|
||||
"outbound_template": "{tpid}-{tx}-{ts_mt}-1of1.{ext}",
|
||||
"inbound_template": "TP{tpid}-{orig_tx}_M{tracking}-{ts}-1of1_{file_type}.x12",
|
||||
},
|
||||
sftp_block={
|
||||
"host": "mft.gainwelltechnologies.com",
|
||||
"port": 22,
|
||||
"username": "colorado-fts\\coxix_prod_11525703",
|
||||
"paths": {
|
||||
"outbound": "/CO XIX/PROD/coxix_prod_11525703/FromHPE",
|
||||
"inbound": "/CO XIX/PROD/coxix_prod_11525703/ToHPE",
|
||||
},
|
||||
"stub": True,
|
||||
"staging_dir": "./var/sftp/staging",
|
||||
"poll_seconds": 300,
|
||||
"auth": {"method": "keychain", "secret_ref": "sftp.gainwell.password"},
|
||||
},
|
||||
updated_at=utcnow(),
|
||||
)
|
||||
s.add(ClearhouseORM(
|
||||
id=1,
|
||||
name=ch.name,
|
||||
tpid=ch.tpid,
|
||||
submitter_name=ch.submitter_name,
|
||||
submitter_id_qual=ch.submitter_id_qual,
|
||||
submitter_contact_name=ch.submitter_contact_name,
|
||||
submitter_contact_email=ch.submitter_contact_email,
|
||||
filename_block_json=ch.filename_block.model_dump(),
|
||||
sftp_block_json=ch.sftp_block.model_dump(),
|
||||
updated_at=ch.updated_at.isoformat(),
|
||||
))
|
||||
|
||||
# Seed 3 providers (idempotent)
|
||||
from cyclone.providers import Provider
|
||||
now = utcnow().isoformat()
|
||||
for npi, label in [
|
||||
("1881068062", "Montrose"),
|
||||
("1851446637", "Delta"),
|
||||
("1467507269", "Salida"),
|
||||
]:
|
||||
if s.get(ProviderORM, npi) is None:
|
||||
s.add(ProviderORM(
|
||||
npi=npi,
|
||||
label=label,
|
||||
legal_name="TOC, Inc.",
|
||||
tax_id="721587149",
|
||||
taxonomy_code="251E00000X",
|
||||
address_line1="1100 East Main St",
|
||||
address_line2="Suite A",
|
||||
city="Montrose",
|
||||
state="CO",
|
||||
zip="814014063",
|
||||
is_active=1,
|
||||
created_at=now,
|
||||
updated_at=now,
|
||||
))
|
||||
|
||||
# Seed CO_TXIX payer (idempotent)
|
||||
if s.get(PayerORM, "CO_TXIX") is None:
|
||||
s.add(PayerORM(
|
||||
payer_id="CO_TXIX",
|
||||
name="Colorado Medical Assistance Program",
|
||||
receiver_name="COLORADO MEDICAL ASSISTANCE PROGRAM",
|
||||
receiver_id="COMEDASSISTPROG",
|
||||
is_active=1,
|
||||
created_at=now,
|
||||
updated_at=now,
|
||||
))
|
||||
# 837P config block
|
||||
s.add(PayerConfigORM(
|
||||
payer_id="CO_TXIX",
|
||||
transaction_type="837P",
|
||||
config_json={
|
||||
"submitter_name": "Dzinesco",
|
||||
"submitter_contact_name": "Tyler Martinez",
|
||||
"submitter_contact_email": "tyler@dzinesco.com",
|
||||
"receiver_name": "COLORADO MEDICAL ASSISTANCE PROGRAM",
|
||||
"receiver_id_qualifier": "46",
|
||||
"receiver_id": "COMEDASSISTPROG",
|
||||
"bht06_allowed": ["CH", "RP"],
|
||||
"bht06_default": "CH",
|
||||
"sbr09_default": "MC",
|
||||
"sbr09_allowed": ["MC", "16", "MA", "MB", "ZZ"],
|
||||
"payer_id_qualifier": "PI",
|
||||
"payer_id": "CO_TXIX",
|
||||
"pwk_supported": False,
|
||||
"cas_2320_group_allowed": False,
|
||||
"claim_type_codes": {"11": "Office", "12": "Home", "99": "Other"},
|
||||
},
|
||||
updated_at=now,
|
||||
))
|
||||
# 835 config block
|
||||
s.add(PayerConfigORM(
|
||||
payer_id="CO_TXIX",
|
||||
transaction_type="835",
|
||||
config_json={
|
||||
"expected_payer_tax_ids": [
|
||||
"81-1725341", "811725341", "84-0644739",
|
||||
"840644739", "1811725341",
|
||||
],
|
||||
"expected_payer_health_plan_id": "7912900843",
|
||||
"payer_name_pattern": "^CO_(TXIX|BHA)$",
|
||||
},
|
||||
updated_at=now,
|
||||
))
|
||||
|
||||
s.commit()
|
||||
|
||||
|
||||
# ---------------------------------------------------------------------------
|
||||
# SP9: ORM-to-Pydantic conversion helpers
|
||||
# ---------------------------------------------------------------------------
|
||||
|
||||
|
||||
def _provider_orm_to_dict(row) -> dict:
|
||||
return {
|
||||
"npi": row.npi,
|
||||
"label": row.label,
|
||||
"legal_name": row.legal_name,
|
||||
"tax_id": row.tax_id,
|
||||
"taxonomy_code": row.taxonomy_code,
|
||||
"address_line1": row.address_line1,
|
||||
"address_line2": row.address_line2,
|
||||
"city": row.city,
|
||||
"state": row.state,
|
||||
"zip": row.zip,
|
||||
"is_active": bool(row.is_active),
|
||||
"created_at": row.created_at,
|
||||
"updated_at": row.updated_at,
|
||||
}
|
||||
|
||||
|
||||
def _payer_orm_to_dict(row) -> dict:
|
||||
return {
|
||||
"payer_id": row.payer_id,
|
||||
"name": row.name,
|
||||
"receiver_name": row.receiver_name,
|
||||
"receiver_id": row.receiver_id,
|
||||
"is_active": bool(row.is_active),
|
||||
"created_at": row.created_at,
|
||||
"updated_at": row.updated_at,
|
||||
}
|
||||
|
||||
|
||||
# Module-level singleton — same import path the old InMemoryStore used.
|
||||
store = CycloneStore()
|
||||
Reference in New Issue
Block a user