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
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Tyler
@@ -52,6 +52,7 @@ from cyclone.db import (
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from cyclone.parsers.models import ClaimOutput, ParseResult
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from cyclone.parsers.models_835 import ClaimPayment, ParseResult835
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from cyclone.parsers.payer import PayerConfig835
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from cyclone.providers import Clearhouse, Payer, Provider # SP9: ORM-row DTOs
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class AlreadyMatchedError(Exception):
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@@ -2082,6 +2083,256 @@ class CycloneStore:
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"deletedMatches": deleted_count,
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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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def list_providers(self, *, is_active: bool | None = True) -> list[Provider]:
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"""List providers. ``is_active=None`` returns all."""
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from cyclone.db import Provider as ProviderORM
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from cyclone.providers import Provider
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with db.SessionLocal()() as s:
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q = s.query(ProviderORM)
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if is_active is not None:
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q = q.filter(ProviderORM.is_active == (1 if is_active else 0))
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rows = q.order_by(ProviderORM.label).all()
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return [Provider.model_validate(_provider_orm_to_dict(r)) for r in rows]
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def get_provider(self, npi: str) -> Provider | None:
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from cyclone.db import Provider as ProviderORM
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from cyclone.providers import Provider
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with db.SessionLocal()() as s:
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row = s.get(ProviderORM, npi)
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return Provider.model_validate(_provider_orm_to_dict(row)) if row else None
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def upsert_provider(self, provider: Provider) -> Provider:
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from cyclone.db import Provider as ProviderORM
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with db.SessionLocal()() as s:
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row = s.get(ProviderORM, provider.npi)
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now = utcnow().isoformat()
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if row is None:
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row = ProviderORM(
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npi=provider.npi, label=provider.label,
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legal_name=provider.legal_name, tax_id=provider.tax_id,
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taxonomy_code=provider.taxonomy_code,
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address_line1=provider.address_line1,
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address_line2=provider.address_line2,
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city=provider.city, state=provider.state, zip=provider.zip,
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is_active=1 if provider.is_active else 0,
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created_at=provider.created_at.isoformat(),
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updated_at=now,
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)
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s.add(row)
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else:
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row.label = provider.label
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row.legal_name = provider.legal_name
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row.tax_id = provider.tax_id
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row.taxonomy_code = provider.taxonomy_code
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row.address_line1 = provider.address_line1
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row.address_line2 = provider.address_line2
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row.city = provider.city
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row.state = provider.state
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row.zip = provider.zip
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row.is_active = 1 if provider.is_active else 0
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row.updated_at = now
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s.commit()
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return self.get_provider(provider.npi) # type: ignore[return-value]
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def list_payers(self, *, is_active: bool | None = True) -> list[Payer]:
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from cyclone.db import Payer as PayerORM
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from cyclone.providers import Payer
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with db.SessionLocal()() as s:
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q = s.query(PayerORM)
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if is_active is not None:
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q = q.filter(PayerORM.is_active == (1 if is_active else 0))
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rows = q.order_by(PayerORM.payer_id).all()
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return [Payer.model_validate(_payer_orm_to_dict(r)) for r in rows]
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def get_payer_config(self, payer_id: str, transaction_type: str) -> dict | None:
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from cyclone.db import PayerConfigORM
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with db.SessionLocal()() as s:
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row = s.get(PayerConfigORM, (payer_id, transaction_type))
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return dict(row.config_json) if row else None
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def get_clearhouse(self) -> Clearhouse | None:
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from cyclone.db import ClearhouseORM
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from cyclone.providers import Clearhouse
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with db.SessionLocal()() as s:
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row = s.get(ClearhouseORM, 1)
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if row is None:
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return None
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return Clearhouse.model_validate({
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"id": 1,
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"name": row.name,
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"tpid": row.tpid,
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"submitter_name": row.submitter_name,
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"submitter_id_qual": row.submitter_id_qual,
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"submitter_contact_name": row.submitter_contact_name,
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"submitter_contact_email": row.submitter_contact_email,
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"filename_block": dict(row.filename_block_json),
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"sftp_block": dict(row.sftp_block_json),
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"updated_at": row.updated_at,
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})
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def ensure_clearhouse_seeded(self) -> None:
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"""Insert the default clearhouse singleton + 3 providers + CO_TXIX payer
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if they don't exist. Idempotent. Called from the API lifespan."""
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from cyclone.db import ClearhouseORM, Payer as PayerORM, PayerConfigORM, Provider as ProviderORM
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from cyclone.providers import Clearhouse
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with db.SessionLocal()() as s:
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if s.get(ClearhouseORM, 1) is None:
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ch = Clearhouse(
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id=1,
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name="dzinesco",
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tpid="11525703",
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submitter_name="Dzinesco",
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submitter_id_qual="46",
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submitter_contact_name="Tyler Martinez",
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submitter_contact_email="tyler@dzinesco.com",
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filename_block={
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"tz": "America/Denver",
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"outbound_template": "{tpid}-{tx}-{ts_mt}-1of1.{ext}",
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"inbound_template": "TP{tpid}-{orig_tx}_M{tracking}-{ts}-1of1_{file_type}.x12",
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},
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sftp_block={
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"host": "mft.gainwelltechnologies.com",
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"port": 22,
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"username": "colorado-fts\\coxix_prod_11525703",
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"paths": {
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"outbound": "/CO XIX/PROD/coxix_prod_11525703/FromHPE",
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"inbound": "/CO XIX/PROD/coxix_prod_11525703/ToHPE",
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},
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"stub": True,
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"staging_dir": "./var/sftp/staging",
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"poll_seconds": 300,
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"auth": {"method": "keychain", "secret_ref": "sftp.gainwell.password"},
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},
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updated_at=utcnow(),
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)
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s.add(ClearhouseORM(
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id=1,
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name=ch.name,
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tpid=ch.tpid,
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submitter_name=ch.submitter_name,
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submitter_id_qual=ch.submitter_id_qual,
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submitter_contact_name=ch.submitter_contact_name,
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submitter_contact_email=ch.submitter_contact_email,
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filename_block_json=ch.filename_block.model_dump(),
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sftp_block_json=ch.sftp_block.model_dump(),
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updated_at=ch.updated_at.isoformat(),
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))
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# Seed 3 providers (idempotent)
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from cyclone.providers import Provider
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now = utcnow().isoformat()
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for npi, label in [
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("1881068062", "Montrose"),
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("1851446637", "Delta"),
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("1467507269", "Salida"),
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]:
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if s.get(ProviderORM, npi) is None:
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s.add(ProviderORM(
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npi=npi,
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label=label,
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legal_name="TOC, Inc.",
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tax_id="721587149",
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taxonomy_code="251E00000X",
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address_line1="1100 East Main St",
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address_line2="Suite A",
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city="Montrose",
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state="CO",
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zip="814014063",
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is_active=1,
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created_at=now,
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updated_at=now,
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))
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# Seed CO_TXIX payer (idempotent)
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if s.get(PayerORM, "CO_TXIX") is None:
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s.add(PayerORM(
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payer_id="CO_TXIX",
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name="Colorado Medical Assistance Program",
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receiver_name="COLORADO MEDICAL ASSISTANCE PROGRAM",
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receiver_id="COMEDASSISTPROG",
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is_active=1,
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created_at=now,
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updated_at=now,
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))
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# 837P config block
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s.add(PayerConfigORM(
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payer_id="CO_TXIX",
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transaction_type="837P",
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config_json={
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"submitter_name": "Dzinesco",
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"submitter_contact_name": "Tyler Martinez",
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"submitter_contact_email": "tyler@dzinesco.com",
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"receiver_name": "COLORADO MEDICAL ASSISTANCE PROGRAM",
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"receiver_id_qualifier": "46",
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"receiver_id": "COMEDASSISTPROG",
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"bht06_allowed": ["CH", "RP"],
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"bht06_default": "CH",
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"sbr09_default": "MC",
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"sbr09_allowed": ["MC", "16", "MA", "MB", "ZZ"],
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"payer_id_qualifier": "PI",
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"payer_id": "CO_TXIX",
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"pwk_supported": False,
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"cas_2320_group_allowed": False,
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"claim_type_codes": {"11": "Office", "12": "Home", "99": "Other"},
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},
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updated_at=now,
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))
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# 835 config block
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s.add(PayerConfigORM(
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payer_id="CO_TXIX",
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transaction_type="835",
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config_json={
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"expected_payer_tax_ids": [
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"81-1725341", "811725341", "84-0644739",
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"840644739", "1811725341",
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],
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"expected_payer_health_plan_id": "7912900843",
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"payer_name_pattern": "^CO_(TXIX|BHA)$",
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},
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updated_at=now,
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))
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s.commit()
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# ---------------------------------------------------------------------------
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# SP9: ORM-to-Pydantic conversion helpers
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# ---------------------------------------------------------------------------
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def _provider_orm_to_dict(row) -> dict:
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return {
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"npi": row.npi,
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"label": row.label,
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"legal_name": row.legal_name,
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"tax_id": row.tax_id,
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"taxonomy_code": row.taxonomy_code,
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"address_line1": row.address_line1,
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"address_line2": row.address_line2,
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"city": row.city,
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"state": row.state,
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"zip": row.zip,
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"is_active": bool(row.is_active),
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"created_at": row.created_at,
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"updated_at": row.updated_at,
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}
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def _payer_orm_to_dict(row) -> dict:
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return {
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"payer_id": row.payer_id,
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"name": row.name,
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"receiver_name": row.receiver_name,
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"receiver_id": row.receiver_id,
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"is_active": bool(row.is_active),
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"created_at": row.created_at,
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"updated_at": row.updated_at,
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}
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# Module-level singleton — same import path the old InMemoryStore used.
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store = CycloneStore()
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