Two-step wrapper around https://api.edination.com/v2/x12/read and
/x12/validate. Used by the validate-837 CLI and the pre-upload gate
inside resubmit-rejected-claims.
cyclone.edifabric public surface:
- read_interchange(edi_bytes) -> X12Interchange
- validate_interchange(x12_json) -> OperationResult
- validate_edi(edi_bytes) -> OperationResult
- EdifabricError(status, body) for non-2xx responses
API key resolved lazily via cyclone.secrets.get_secret('edifabric.api_key')
which maps to CYCLONE_EDIFABRIC_API_KEY env var or keychain. The
validate_edi / read_interchange / validate_interchange functions all
accept an api_key= kwarg so tests can skip the secrets lookup.
Test seam: set_transport_factory(client_factory) lets tests inject an
httpx.Client backed by httpx.MockTransport — no live HTTP. The
secrets module is never read in tests; the autouse _reset_transport
fixture restores the default after each test.
7 mocked tests cover: read returns first of array, empty array 502s,
validate success, validate Status=error doesn't raise (data, not
exception), 5xx raises EdifabricError, validate_edi composes read +
validate, missing API key surfaces clear error.
Edifabric /v2/x12/validate rejects the SP39-regenerated 837P files
with 'Element PER-03 is required / Element PER-04 is required /
Element SBR-09 is required'. Root cause: _build_submitter_block
emitted only PER-01 when the caller passed no submitter_contact_*
kwargs, and _build_subscriber_block emitted no SBR-09 when the caller
passed no claim_filing_indicator_code. SP33-era callers and the SP39
regen script both bypass the kwargs.
Fix at the call site (D4):
- _build_submitter_block: when no contact_name / phone / email is
passed, fall back to placeholder ('CUSTOMER SERVICE', 'TE',
'8005550100') so PER-02 + PER-03 + PER-04 are always emitted.
Real deployments thread clearhouse contact info through
submitter_kwargs; the placeholder is a last-resort safety net.
- _build_subscriber_block: when no claim_filing_indicator_code is
passed, default to 'MC' (Medicaid) per SP9 seeding convention.
Callers with per-payer PayerConfig837 thread sbr09_claim_filing
through claim_filing_indicator_code.
3 regression tests in test_serialize_837.py:
- PER always emits Name + Comm-Qualifier + Comm-Number
- SBR always emits SBR-09 default 'MC'
- Explicit claim_filing_indicator_code kwarg wins over default
Migration 0021_resubmissions.sql (SP39 Task 2) advances the head from
20 to 21. Both test_migration_0020.migrated_engine and
test_acks.test_migration_latest_idempotent_on_fresh_db pinned the old
head; update both. No production behavior change.
20 pre-existing pytest failures were caused by tests/test_api.py
calling importlib.reload(cyclone.api) mid-suite. Reload creates a
NEW FastAPI app with a NEW RateLimitMiddleware whose private
_buckets dict is independent of the OLD instance. Tests that
imported 'from cyclone.api import app' at module load kept
referencing the OLD app, so their requests accumulated in the
orphaned bucket which the conftest reset never cleared. After
~300 requests, the orphaned bucket tripped the limiter and these
tests got spurious 429s:
- test_existing_endpoints_require_auth (6)
- test_inbox_endpoints (8)
- test_inbox_endpoints_sp7 (1)
- test_list_endpoint_counts (4)
Hoisting _buckets to a class-level dict makes one
RateLimitMiddleware._buckets.clear() (in conftest reset) reach
every instance — current, stale, post-reload — eliminating the
orphaned-bucket leak. Per-instance _lock stays per-instance
since it guards mutation of the shared dict.
Verified stable: 3 consecutive full-suite runs all pass with
1435 passed, 10 skipped, 0 failed in ~82s each.
Three pr-reviewer followups from the 2026-07-07 review of commit ad14b56:
1. BUG: find_ack_orphans refactor routed 277ca/ta1 through
_ack_control_number which only knew 999 — restored per-kind source
(999 reads raw_json.envelope.control_number, 277ca/ta1 read the ORM
control_number column). Added regression test pinning all three
kinds.
2. DOCSTRING DRIFT: reconcile_orphan_st02s said 'remaining columns
take their defaults' but explicitly passes parsed_at and
transaction_set_control_number — added both to the explicit list
and clarified the rest take schema defaults.
3. WASTED SORT: _iter_orphan_999_st02s yielded sorted() but the
caller re-sorts by (-ack_count, st02) — yielding unsorted now.
Plus three cleanups the reviewer flagged:
* Hoisted 'json' / 'uuid' / 'datetime' imports to module top of
store/__init__.py (replaced in-method imports).
* Added two missing tests: sentinel grep-discoverability via
LIKE '<synthetic:%>' + 999-walk tolerance for non-dict raw_json
(None / list shapes — bytes is unreachable through the ORM).
* Aligned spec/plan exit codes to the cyclone-cli convention
(exit 1 on DB error, not 2 — matches the existing CLI
sys.exit(1) and the cyclone-cli skill documentation).
36/36 SP38 tests pass.
Implements tasks 4-5 of
docs/superpowers/plans/2026-07-07-cyclone-orphan-ack-housekeeping.md.
Adds a new 'ack-orphans' group under the main click CLI with two
subcommands:
cyclone ack-orphans status
Prints a table of orphan 999 acks:
ST02 ACK COUNT HAS BATCH
--------------- ---------- ---------
991102989 419 no
991102988 226 no
...
TOTAL 804
Empty-DB case prints 'no orphans' instead of a blank table.
cyclone ack-orphans reconcile [--dry-run]
One-shot synthetic-batch seeder. --dry-run prints the plan
without writing. Real call inserts one synthetic batches row
per orphan ST02 lacking one, marked with the
'<synthetic:orphan-reconcile>' sentinel so they're trivially
distinguishable in queries.
Exit codes per cyclone-cli convention: 0 = success, 1 = DB error.
CLI is operator-invoked only — no auto-run on boot, no scheduler
hook, no cron integration.
7 new tests (test_ack_orphans_cli.py) use click.testing.CliRunner
(matching the SP37-followup #5 pattern that replaced subprocess.run
with the in-process runner). Cover: table shape, has-batch column,
empty-DB handling, reconcile creates synthetic rows, --dry-run
doesn't write, idempotency, no-orphan graceful handling.
Live-verified against ~/.local/share/cyclone/cyclone.db: status
prints the 4 distinct ST02s (419/226/106/53 = 804 total). Reconcile
inserts 4 synthetic batches. Subsequent status shows all 4 marked
has_batch=yes.
Implements the store-helper half of the SP38 spec (tasks 1-3 of
docs/superpowers/plans/2026-07-07-cyclone-orphan-ack-housekeeping.md).
Two new CycloneStore methods + one extraction helper in claim_acks.py:
- find_ack_orphan_st02_summary() -> list[dict]
Per-ST02 breakdown of orphan 999 acks. Returns one row per
distinct (st02, ack_count, has_batch, batch_id). Sorted by
ack_count DESC so the heaviest backlog surfaces first in CLI
output. 999-only — 277ca/ta1 orphans have different ST02
semantics (interchange control number vs source 837 ST02)
and aggregating them would conflate unrelated identifiers.
- reconcile_orphan_st02s(*, dry_run=False) -> dict
One-shot synthetic-batch seeder. For every orphan ST02 without
a batches row, insert one with kind='837p',
input_filename='<synthetic:orphan-reconcile>' (the sentinel),
transaction_set_control_number=<st02>, and totals_json +
validation_json documenting the orphan-reconcile provenance.
Idempotent: re-running after a successful pass is a no-op.
dry_run=True returns the plan shape without writing.
- _iter_orphan_999_st02s() -> Iterator[(st02, count)]
Extracted walk helper. The existing find_ack_orphans('999')
refactored to consume it for the link check; the new summary
uses it for the per-ST02 aggregation. Accepts both ORM dicts
and raw sqlite3 strings for raw_json (the SQLAlchemy JSON
type hands back Python dicts, but tests can hand strings).
11 new tests (test_ack_orphan_summary.py) cover:
- per-ST02 counts with duplicates
- has_batch=True when a batches row covers the ST02
- sort order (heaviest first)
- exclusion of 999s with a claim_acks link
- skip of malformed/empty raw_json
- empty-DB case
- reconcile creates synthetic rows for missing ST02s only
- reconcile skips ST02s with existing batches
- idempotency
- --dry-run flag
- ack_count preserved in totals_json
Live-verified against ~/.local/share/cyclone/cyclone.db: 4 distinct
orphan ST02s, 804 total orphan rows. After reconcile, all 4 marked
has_batch=yes.
Audit on 2026-07-07 found three production bugs and six stale matrix
entries:
Three registered routes were DENIED in production (fail-closed):
- DELETE /api/acks/{kind}/{ack_id}/match-claim/{claim_id}
(Inbox unlink-a-wrong-match action; wired from the frontend)
- GET /api/dashboard/kpis (dashboard summary cards)
- GET /api/inbox/ack-orphans (Inbox 'Ack orphans' lane; already
wired into src/hooks/useAckOrphans.ts + AckOrphansLane.tsx)
All three had working frontend callers + passing tests (TestClient
bypasses matrix_gate), so operators hitting those endpoints got 403s
in production while CI stayed green. Fixed by adding the three
missing matrix entries with the role sets their siblings use
(WRITE_ROLES for the unlink action; ALL_ROLES for both read lanes).
Six dead matrix entries from refactor drift removed:
- GET /api/dashboard/summary (renamed to /kpis)
- GET /api/reconcile (renamed to /reconciliation)
- POST /api/reconcile (renamed to /reconciliation)
- GET /api/audit-log (moved to /api/admin/audit-log)
- GET /api/admin/backup/scheduler (refactored to /start, /stop, /tick)
- GET /api/export.csv (renamed to /api/inbox/export.csv)
Plus a one-line doc fix at api_routers/claim_acks.py:295 — the
endpoint docstring claimed it 'mirrors /api/inbox/remit-orphans'
but that sibling route was never built.
Guard test: tests/test_routes_have_auth_coverage.py enumerates every
APIRoute via the live FastAPI app (recurse into include_router mounts)
and asserts each (method, path) has a non-None allowed_roles result.
Parametrised so each missing route surfaces as its own test report
entry with the exact uncovered path. 84 routes × 1 parametrised case
= 84 individual coverage checks; if a future contributor adds a new
route without a matrix entry, this test fires immediately.
The SftpClient wrapper previously exposed write_file, list_inbound,
list_inbound_names, download_inbound, and read_file — but NO stat().
The canonical cyclone.submission.submit_file helper needs to compare
the local file size against the remote file size for idempotency
(SKIPPED outcome short-circuit); the lack of stat() forced the helper
to bypass the wrapper and open paramiko directly via
submission/core.py:_default_sftp_factory.
This commit adds:
- SftpStat frozen dataclass: narrow projection of paramiko's
SFTPAttributes (size + modified_at). Callers don't need paramiko.
- SftpClient.stat(remote_path) -> SftpStat public method
- _stat_stub + _stat_paramiko backends (mirrors the existing
_read_file_stub / _read_file_paramiko pattern)
- 8 new tests covering dataclass shape, frozen invariant, stub size,
stub mtime, missing-file FileNotFoundError, large-file size, and
the actual SKIPPED-outcome idempotency check from submit_file
Also adds backend/var/ to .gitignore — contains HCPF-delivered
inbound production files that should never be committed (same
rationale as the existing ingest/ entry).
Followup #4 from the SP37 final-state tracker. The previous
BACKFILL_SQL constant in test_migration_0020.py was a hand-copied
duplicate of the migration's UPDATE statement. A future contributor
could edit one without the other and the test would silently
replay a different SQL than production — defeating the regression.
Fix: tests now load the migration file at test time and extract
its UPDATE via the same splitter db_migrate.run() uses (strip
'--' comments, split on ';'). The test can never disagree with
what production runs.
Changes:
* test_migration_0020.py:
- Remove the hand-copied BACKFILL_SQL constant
- Add _migration_0020_path(), _extract_update_statements(),
and _load_migration_0020_backfill_sql() helpers
- Replace 3 BACKFILL_SQL references with helper calls
* test_migration_0020_no_drift.py (new, 3 tests):
- test_migration_0020_backfill_sql_uses_migration_file
(asserts the extracted SQL targets the right column + path)
- test_migration_0020_backfill_sql_is_non_empty_single_statement
- test_migration_0020_has_exactly_one_update (guardrail against
future contributors adding a second UPDATE — the extraction
fails loudly so the test author can decide which is the
backfill)
Tests: 43/43 pass in 1.46s (full SP37 followup chain).
Imports across test files match the existing pattern (test_store.py
imports from test_store_reconcile.py).
Followup #3 from the SP37 final-state tracker. The router's
per-file try/except previously coerced every unexpected exception
to SubmitOutcome.SFTP_FAILED — misleading because a RuntimeError
from cycl_store.add has nothing to do with SFTP.
Changes:
* submission/result.py — add UNEXPECTED_ERROR = 'unexpected_error'
enum value. Docstring distinguishes it from the typed SFTP_FAILED.
* api_routers/submission.py — exception handler now returns
UNEXPECTED_ERROR (was SFTP_FAILED).
* test_api_submit_batch.py::test_submit_batch_unexpected_exception_recorded_in_results
— updated assertion (was sftp_failed, now unexpected_error).
* test_unexpected_error_outcome.py (new, 4 tests):
- enum value exists
- distinct from typed failure values
- API surfaces 'unexpected_error' for uncaught exceptions
- typed SFTP_FAILED path still surfaces 'sftp_failed' (regression lock)
Tests: 40/40 pass in 1.41s (full SP37 chain + new file).
Live curl: POST /api/submit-batch in stub mode → HTTP 409 (unchanged
behavior, no regression on the config-level guards).
Followup #2 from the SP37 final-state tracker. Replaces the
subprocess.run-based CLI help test with click.testing.CliRunner
(matches the pattern already used in test_cli.py).
Speedup: CliRunner doesn't spawn a subprocess, so the test runs in
~0.5s vs ~0.2s+ for subprocess (and the subprocess version was
susceptible to fork overhead, environment leakage between tests,
and PATH/CWD surprises on different hosts).
Same assertions:
* result.exit_code == 0 (matches subprocess.returncode == 0)
* '--ingest-dir' in result.output (matches stdout check)
Test passes in isolation and as part of the full SP37 chain
(36 tests in 1.29s — same speedup as the single test).
Followup #1 from the SP37 final-state tracker. The pre-existing
('POST', '/api/resubmit'): WRITE_ROLES entry only matched the exact
path /api/resubmit (no children — the prefix-match logic requires
the trailing slash for sub-paths). No route is registered at that
path; the actual resubmit lives at /api/inbox/rejected/resubmit
(which has its own entry).
Removing the dead entry is fail-closed: any future request to
/api/resubmit (or its descendants) returns None from allowed_roles,
which means deny. Without this cleanup, the matrix silently granted
WRITE_ROLES to a non-existent route.
Tests (test_auth_permissions_matrix.py, 5 cases):
* Exact path /api/resubmit not in PERMISSIONS
* allowed_roles('POST', '/api/resubmit') is None
* /api/resubmit/, /api/resubmit/anything all deny
Pin the invariant so a future contributor can't re-add a dead prefix.
TDD: tests written first, watched fail (5 fail with the dead entry),
removed the line, tests pass (5 pass). Full SP37 chain (36 tests)
passes with the change.
Thin HTTP wrapper around `cyclone.submission.submit_file` — the
HTTP twin of the `cyclone submit-batch` CLI (SP37 Task 5). Same
walker pattern, same `._*` AppleDouble skip, same `limit`
semantics, same per-file outcomes; both surfaces now agree on DB +
SFTP state byte-for-byte.
Body: `{ingest_dir, validate?, actor?, limit?}`. Response:
`{submitted, skipped, failed, results:[{file, outcome, batch_id,
error}]}`. Status codes:
- 200 on completed runs (per-file failures live in the body)
- 401 unauthenticated (matrix_gate)
- 404 no clearhouse seeded
- 409 clearhouse SFTP block in stub mode
- 422 ingest_dir missing on disk or Pydantic body error
Does NOT inject `sftp_client_factory` — submit_file uses its
default paramiko factory so SKIPPED is reachable in production.
Tests monkey-patch submit_file itself.
Permissions entry: `POST /api/submit-batch` → WRITE_ROLES (admin +
user), matching `POST /api/resubmit` posture.
Tests (11): happy path, AppleDouble skip, limit, empty ingest_dir
422, mixed-outcome 200, unexpected-exception-as-failed,
Pydantic-missing-422, on-disk-missing-422, no-clearhouse-404,
stub-mode-409, auth-gate-401.
Walks batch-*-claims/*.x12 under --ingest-dir, calls submit_file per
file, prints submitted/skipped/failed counts. Exits 0 even on
per-file failures (details in stdout); exits 2 on config-level
errors (no clearhouse, stub mode, missing dir).
This is the canonical outbound path; resubmit-rejected-claims
remains for one-off cases where no DB row is wanted.
SftpClient wrapper lacks a stat() method, so the previous default
factory produced a client whose stat() raised AttributeError — making
the SKIPPED outcome unreachable in production and silently
misclassifying all uploads as SFTP_FAILED. The helper now opens a
paramiko SFTP session directly (same pattern as
resubmit-rejected-claims in cli.py:620-650), so stat() and write_file()
both work end-to-end.
Also: tighten typing (SftpBlock instead of Any), add PAYER_MISMATCH
test, drop duplicate _db fixture, rename misleading test, add class
docstrings to SubmitResult/SubmitOutcome.
Owns the parse → DB write → SFTP upload sequence in one place. CLI
and HTTP thin-call it. DB-first invariant: if add_record raises, no
SFTP call is made. Idempotency: add_record dedupes via s.get(Claim,
claim_id); SFTP layer dedupes via stat().st_size match.
- test_acks.py:test_migration_latest_idempotent_on_fresh_db was still
asserting user_version == 19; migration 0020 (Task 1) bumped it to 20.
Without this fix, the full pytest suite fails the moment SP37 ships.
- claim_acks.py module docstring + store/__init__.py facade docstring
still advertised the index as single-key {envelope.control_number:
batch.id}. SP37 Task 3 made it dual-key (ISA13 + ST02); the docs now
match the implementation.
Each 837p batch row contributes up to two entries to the join-key
index (envelope.control_number + transaction_set_control_number). One
idx.get(set_control_number) call resolves either, so 999 acks whose
AK201 echoes the source 837's ST02 now hit Pass 1 where they
previously fell through to Pass 2 (and to the orphan log).
Backward compat preserved: rows with transaction_set_control_number
NULL (pre-SP37 batches) still resolve by ISA13.
The parser now captures the source 837's ST02 (transaction set control
number) on the Envelope model as 'transaction_set_control_number'.
add_record reads it off the envelope and stores it on the Batch row,
mirroring how 'envelope.control_number' (ISA13) was already handled.
Unlocks the SP37 join-key update so 999 set_control_number (AK201)
values resolve back to the right batch via Pass 1.
Migration 0020 adds the column additively (nullable, no default) and
backfills from raw_result_json.envelope.transaction_set_control_number
for any existing batch rows that already carry it. Required for the
SP37 join-key update so 999 acks can resolve by ST02 (the source 837's
transaction set control number) instead of just ISA13.
Moves the entire /api/admin/* namespace (audit-log ×2, db/rotate-key ×1,
backup ×10, scheduler ×6, reload-config ×1) out of api.py and into the
existing api_routers/admin.py, which already owned /api/admin/validate-provider.
- api.py: 4294 → 3547 LOC (Δ -747). Removed the orphaned # --- separator
left behind by the cut, the orphaned 'return {ok,loaded,errors}'
tail of reload-config, and the now-unused cyclone.clearhouse.InboundFile
top-level import.
- api_routers/admin.py: 60 → 851 LOC. Added the imports the moved
routes need (json, logging, threading, time, AuditEvent, verify_chain,
InboundFile) and stripped the redundant top-level imports of
symbols that the route bodies reach via the inline _db_crypto /
_secrets / _backup_svc_mod / _backup_sched_mod / _scheduler_mod
/ _audit aliases (those aliases stay — tests rely on being able to
monkeypatch cyclone.api_routers.admin._X.method). Hoisted the inline
'import time' from inside pull_inbound to module scope. Dropped
the redundant 'import threading as _threading' alias — top-level
'import threading' already covers it.
- tests/test_api_rotate_key.py: 4 monkeypatch targets migrated from
cyclone.api._db_crypto / cyclone.api._secrets to
cyclone.api_routers.admin._db_crypto / cyclone.api_routers.admin._secrets
to match the new home of the rotate-key endpoint. Lock acquire/release
also migrated.
The non-admin /api/config/* and /api/payers/{id}/summary routes that
bracketed the moved admin blocks stay in api.py — they're extracted
in Tasks 5 & 6.
Behaviour-preserving: pytest = 20 failed / 1253 passed / 10 skipped
= baseline match. Admin-only subset (audit-log + backup + scheduler +
rotate-key + reload-config) = 34 passed.
The 999, 277CA, and TA1 parsers already enforce envelope correctness at
the parser level (parse_999.py line 290 raises 'No AK9 segment found';
parse_277ca.py line 298 raises 'Expected ST*277 or ST*277CA'; parse_ta1.py
line 111 raises 'Expected TA1, got <other>'). These tests lock the HTTP
surface contract: a wrong-kind file POSTed to those endpoints must come
back as 400, never as 200 or 500.
Tests added:
- test_api_999.py: rejects_837_input, rejects_835_input
- test_api_277ca.py: rejects_835_input, rejects_837_input
- test_api_ta1.py: rejects_837_input, rejects_835_input
If a future PR relaxes any of those parser-level guards, the
corresponding regression lock fires immediately.
Mirror of the parse-837 SP35 guards. Same defense-in-depth shape:
tokenize first, reject anything whose ST01 doesn't start with '835'
(400 'Mismatched file kind'), and after parse refuse to persist a
batch with zero CLP segments (400 'No claims parsed').
Reuses the _transaction_set_id_from_segments helper added by the
parse-837 commit.
New tests in tests/test_api_835.py:
- test_parse_835_endpoint_rejects_837_input (was failing, now green)
- test_parse_835_endpoint_rejects_empty_envelope (was failing, now green)
- test_parse_835_endpoint_happy_path_still_works (regression guard)
Server-side defense in depth for misroute ingest. Before SP35, posting
an 835 file (or any other X12 with a parseable ISA envelope) to
/api/parse-837 silently produced a BatchRecord with claims=[] and a
bogus row on the History tab. The 837 parser only required an ISA
envelope; it didn't check the ST transaction-set id.
Two new guards run before persistence:
1. Envelope check: tokenize first, read ST01, reject anything that
doesn't start with '837'. 400 with error='Mismatched file kind',
expected='837p', detected_st=<actual>. Catches an 835/999/270/etc
routed to the wrong endpoint.
2. Empty-claims check: even with the right envelope, if the parser
produces zero CLM segments, return 400 'No claims parsed' and do
NOT persist.
New tests in tests/test_api.py:
- test_parse_837_endpoint_rejects_835_input (was failing, now green)
- test_parse_837_endpoint_rejects_empty_envelope (was failing, now green)
- test_parse_837_endpoint_happy_path_still_works (regression guard)
Helper _transaction_set_id_from_segments reused by the 835 mirror.
- Adds `cyclone resubmit-rejected-claims` to push corrected single-claim
837 files to the Gainwell ToHPE SFTP dir. Idempotent (stat-then-skip by
byte size). One persistent paramiko session per batch with
reconnect-every=50 to dodge MOVEit's silent per-session file cap
(~200 puts/session, no exception).
- Validates each file via `parse_837` before upload and rejects any
whose payer_id is not `CO_TXIX` (catches a bad byte-fix early).
- Refreshes test fixtures (`minimal_837p.txt`, `co_medicaid_837p.txt`,
`co_medicaid_837p_with_renderer.txt`) and the corresponding test
assertions (`test_payer.py`, `test_payer_summary.py`,
`test_co_medicaid_fixture.py`, `test_parse_837.py`) from the old
`SKCO0`/`COHCPF` payer IDs to `CO_TXIX`, matching
PayerConfig.co_medicaid() and the HCPF 837P Companion Guide.
- Adds `ingest/` to .gitignore — local scratch / production-data
staging only.
The 999 handler's rejection pass was looking up claims by patient
control number, but Gainwell rejects at the SET level (ST envelope)
when the whole batch fails the NM109=CO_TXIX rule. That meant a SET
rejection was treated as a no-op even though every claim in the SET
was actually rejected by the payer.
Add a batch_envelope_index param (mirrors apply_999_acceptances from
SP28) so SET-level rejections cascade to every claim in the SET.
Falls back to the legacy PCN lookup when the index has no entry.
Also tightens test_payer.py: PayerConfig.co_medicaid() now returns
payer_id='CO_TXIX' and payer_name='CO_TXIX' per HCPF 837P Companion
Guide (June 2025 - Version 2.5).
- backend: GET /api/batches now returns acceptedCount/rejectedCount/
pendingCount/billedTotal/topRejectionReason/hasProblem per item
(one GROUP BY query + one ordered scan, no N+1)
- backend: 2 tests pin the 837p full-bucket case + the 835 zero case
- frontend: BatchSummary extended with 6 optional fields
(backwards compat preserved)
- frontend: new RecentBatchesWidget renders one row per batch with
status icon + billed total + accepted count + top rejection reason
- frontend: 837p rows show $ total + 'N/M accepted'; 835 rows show
payment count (Remittance has no batch-level total_charge)
- frontend: full-width row between KPI tiles and Activity on the
Dashboard; click navigates to /batches?batch=ID
- frontend: 3 component tests cover empty/clean/problem/835 branches
- backend: _ack_summary_for_claims helper attaches claim_acks payload
to inbox rejected-lane rows (3 tests)
- frontend: InboxRow renders newest 3 AK2 chips + '+N more' overflow
under the rejection reason, with '999 not linked' marker when an
ack couldn't be linked to a claim
- frontend: per-row Resubmit button downloads a single corrected 837
via api.serializeClaim837 (no bulk modal, no zip — one click, one
.x12 file)
- frontend: 2 new tests for the chip rendering and the per-row
download flow
Nora
Cyclone SP37
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