Commit Graph

644 Commits

Author SHA1 Message Date
Nora 893a6629a8 fix(sp37-followup): close auth-coverage gaps and drop dead matrix entries
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.
2026-07-07 12:31:11 -06:00
Nora f62e1a7881 fix(sp37-followup): add SftpClient.stat() method
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).
2026-07-07 12:24:35 -06:00
Nora dc5bff617d fix(sp37-followup): load BACKFILL_SQL from migration file (no drift)
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).
2026-07-07 12:21:27 -06:00
Nora abaf23c122 fix(sp37-followup): SubmitOutcome.UNEXPECTED_ERROR for non-typed failures
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).
2026-07-07 12:19:42 -06:00
Nora ce0df8ac24 fix(sp37-followup): use CliRunner in test_submit_batch_cli_help
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).
2026-07-07 12:17:50 -06:00
Nora cc02cb99c5 fix(sp37-followup): remove dead /api/resubmit permissions entry
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.
2026-07-07 12:17:14 -06:00
Nora aff3a13016 merge: SP37 canonical submit-batch flow into main
12-commit feature branch delivering:
  * Migration 0020: add batches.transaction_set_control_number (ST02)
  * parse_837 captures ST02 into Envelope.transaction_set_control_number
  * add_record populates the new column via getattr chain
  * batch_envelope_index now keys by ISA13 OR ST02 (setdefault)
  * New cyclone.submission package with submit_file helper
    (DB-first / upload-second invariant; paramiko direct factory
    because SftpClient wrapper lacks stat())
  * New cyclone submit-batch CLI + POST /api/submit-batch endpoint
    (thin wrappers over submit_file, byte-for-byte walker parity)
  * 31 new tests across 5 files (8 + 11 + 4 + 3 + 5)
  * Live-verified end-to-end: 999 with AK2*837*991102977~ now
    resolves to claim_id=CLM001 via the new join key (was orphan)

End-to-end orphan reduction going forward: every batch ingested via
the canonical submit path captures ST02; 999 acks referencing that
ST02 resolve via the updated batch_envelope_index.

Spec: docs/superpowers/specs/2026-07-07-cyclone-submit-batch-canonical-flow-design.md
Plan: docs/superpowers/plans/2026-07-07-cyclone-submit-batch-canonical-flow.md
Tracker: /tmp/refactor-cyclone.md

Reviewed-by: pr-reviewer subagent (PASS, all 8 checklist items)
Live-tested-by: end-to-end 999 POST against real dev DB
               (/tmp/sp37-task7-live-evidence.txt)
Merge-shape: --no-ff, single atomic commit (per cyclone-spec skill)
2026-07-07 12:02:58 -06:00
Nora 7cb0278be0 docs(sp37): document canonical submit-batch flow
RUNBOOK gets a 'Submitting claims (canonical)' section with both CLI
and HTTP examples, the shared cyclone.submission.submit_file helper,
and a 'submit-batch vs resubmit-rejected-claims' decision rule.
CLAUDE.md gets a pointer to cyclone/submission/ in the 'Backend at a
glance' subpackage list.
2026-07-07 12:02:33 -06:00
Nora 4c85166734 fix(sp37): align submission router with package conventions
Code review of f1dc06e flagged 3 consistency outliers vs every other
gated router in api_routers/:

- Drop prefix='/api' from APIRouter. Every sibling (clearhouse,
  parse, claims, batches, inbox, acks, ta1_acks, claim_acks,
  remittances, providers, reconciliation, activity, eligibility,
  dashboard, admin, config, payers, acks) declares the full path
  in the decorator instead. Submission was the only one with
  prefix='/api' + '/submit-batch'.

- Rename handler post_submit_batch -> submit_batch. Siblings use
  verb_noun (submit_to_clearhouse, export_batch_837, etc.). The
  'post_' prefix was unique to this file.

- Move 'from cyclone.store import store as cycl_store' from inside
  the handler to the module top. Sibling routers all import store
  at module top — the lazy-import rationale in the inline comment
  was wrong; pulling store at module import time is fine (the rest
  of the package already does it).

Tests: tests/test_api_submit_batch.py + tests/test_submission.py +
tests/test_batch_txn_set_cn.py + tests/test_batch_envelope_index_sp37.py
= 26 passed in 1.37s (no behavior change, just naming).
2026-07-07 11:42:07 -06:00
Cyclone SP37 f1dc06ec3b feat(sp37): POST /api/submit-batch endpoint
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.
2026-07-07 11:36:47 -06:00
Nora dc990cfde3 feat(sp37): cyclone submit-batch CLI
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.
2026-07-07 11:10:10 -06:00
Nora ec065a9082 fix(sp37): submit_file default factory uses paramiko directly
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.
2026-07-07 11:06:08 -06:00
Nora 5d4e06b863 feat(sp37): cyclone.submission.submit_file helper
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.
2026-07-07 10:50:48 -06:00
Nora 298200fe71 fix(sp37): sync head-assertion + update batch_envelope_index docstrings
- 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.
2026-07-07 10:34:46 -06:00
Nora 7ad190c267 feat(sp37): batch_envelope_index now resolves by ST02 or ISA13
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.
2026-07-07 10:30:23 -06:00
Nora 3a58f561d4 feat(sp37): populate batches.transaction_set_control_number on 837P ingest
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.
2026-07-07 10:22:32 -06:00
sp37 bot 0067ecc5da feat(sp37): add batches.transaction_set_control_number column
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.
2026-07-07 10:13:00 -06:00
Nora 698f8660bf docs(plan): SP37 canonical submit-batch flow
8-task implementation plan covering migration, ORM update, join-key
wiring, the cyclone.submission helper, CLI, HTTP endpoint, and merge.
Each task ends with a tracker update per the operator's standing
directive (/tmp/refactor-cyclone.md).
2026-07-07 10:00:28 -06:00
Nora 178898a8e1 docs(spec): SP37 canonical submit-batch flow
Adds a parse → DB write → SFTP upload pipeline that closes the gap
where 837P submissions leave no DB row, making every 999 ack an
orphan. Locks the four brainstorming decisions (canonical submit flow,
DB-first ordering, new Batch.transaction_set_control_number column,
additive deprecation posture) and the architecture for one new CLI +
one new HTTP endpoint sharing a cyclone.submission helper.
2026-07-07 09:56:12 -06:00
Nora 710104f491 docs: document manual SFTP mode for this host (post-SP36)
- .env.example: add GAINWELL_SFTP_* mirror vars with bridge instructions
- .gitignore: exclude ingest/ + macOS AppleDouble residue
- CLAUDE.md: 'Production SFTP posture' section (env bridge, inbound drop
  zone, auth caveat, ingestion paths, daemon hot-reload caveat)
- docs/RUNBOOK.md: 'Manual SFTP mode' section (daily flow, backfill,
  parse-CLI caveat, manual→real switch procedure)

Recalibration after the auth-failed incident from 103.14.26.95 — local
SFTP uploads won't work until Gainwell whitelists this IP, so the
canonical flow is now manual file copy + cyclone pull-inbound.
2026-07-07 09:48:57 -06:00
cyclone 4b56416414 docs(sp36): mark spec + plan as merged into main (f005494) 2026-07-07 08:50:07 -06:00
Nora f005494606 merge: SP36 api-routers-split into main 2026-07-07 08:42:28 -06:00
cyclone 69b338234d feat(sp36): extract parse router (5 routes + 7 helpers promoted to _shared.py) 2026-07-06 16:02:45 -06:00
Nora 17736ccffa feat(sp36): extract claims router (5 routes + 3 single-router helpers)
Task 15.

api_routers/claims.py (new, 530 lines):
  - GET /api/claims                                (paginated list + NDJSON)
  - GET /api/claims/stream                         (NDJSON live-tail on claim_written)
  - GET /api/claims/{claim_id}                     (drawer detail + SP28 ack_links)
  - GET /api/claims/{claim_id}/serialize-837       (regenerate X12 837P)
  - GET /api/claims/{claim_id}/line-reconciliation (837 vs 835 side-by-side)
  - 3 single-router helpers stay in-file per D4:
      _compact_ack_links_for_claim, _claim_line_dict, _svc_to_dict
  - All inline imports inside handlers preserved verbatim
    (select, LineReconciliation/ServiceLinePayment/CasAdjustment,
    json as _json, Decimal)

Slicing: 1 contiguous cut (drop 1-indexed 1274-1688 = the empty
section divider + the entire claims block). After the cut, the
next thing is the app-level auth_router import at api.py:1274+.

api.py: 1720 -> 1305 LOC (-415; 5 routes + 3 helpers extracted).

api_routers/__init__.py: registry extended (alphabetical) with
claims. 17 routers in registry.

Added 1 backward-compat shim for test_api_stream_live.py:
  from cyclone.api_routers.claims import claims_stream
The test does 'from cyclone.api import app, claims_stream,
remittances_stream, activity_stream'; per the SP-N invariant
we don't rewrite tests for a structural refactor.

Pytest: bit-identical to baseline — 21 failed, 1246 passed,
10 skipped, 6 errors.

Live-tested via curl on the running container:
  GET /api/claims                         -> 401
  GET /api/claims/stream                  -> 401
  GET /api/claims/<id>                    -> 401
  GET /api/claims/<id>/serialize-837      -> 401
  GET /api/claims/<id>/line-reconciliation-> 401
  POST /api/claims                        -> 405

pr-reviewer: skipped (Tasks 13-16 batch — folded into Task 17).
2026-07-06 15:37:58 -06:00
Nora 5f5ac875f1 feat(sp36): extract batches router (3 routes + 3 single-router helpers)
Task 14.

api_routers/batches.py (new, 450 lines):
  - POST /api/batches/{batch_id}/export-837  (regenerated 837 ZIP)
  - GET  /api/batches                       (summary list with
    SP30 billing-outcome fields)
  - GET  /api/batches/{batch_id}            (full record)
  - 3 single-router helpers stay in-file per D4:
      _batch_summary_claim_count, _batch_summary_claim_ids,
      _batch_summary_billing_outcomes
  - SP30 state-bucket tuples + 277CA STC category comment preserved
  - All inline imports inside handlers preserved verbatim
    (zipfile, datetime, ZoneInfo, build_outbound_filename,
    PayerConfigORM, sqlalchemy.func)

Slicing: 1 contiguous cut (drop 1-indexed 1276-1734 = the now-orphan
'# SP6 Inbox endpoints' section divider + the entire batches block).
After the cut, the next route is /api/claims at api.py:1278 with
the standard 3-blank separator.

Import fix: BatchRecord lives in cyclone.store, not cyclone.db.
Initial draft imported it from cyclone.db which crashed the
import; corrected to 'from cyclone.store import BatchRecord, store'.

api.py: 2179 -> 1720 LOC (-459; 3 routes + 3 helpers extracted).

api_routers/__init__.py: registry extended (alphabetical) with
batches. 16 routers in registry.

Pytest: bit-identical to baseline — 21 failed, 1246 passed,
10 skipped, 6 errors.

Live-tested via curl on the running container:
  GET /api/batches                       -> 401
  GET /api/batches/<id>                  -> 401
  POST /api/batches/<id>/export-837      -> 401 (gated before body parse)
  GET /api/batches/<id>/export-837       -> 405 (method-not-allowed)
  GET /api/batches/<id>/serialize-837    -> 404 (no such route)

pr-reviewer: skipped (Tasks 13-16 batch — folded into Task 17).
2026-07-06 15:33:49 -06:00
Nora 97145f313b feat(sp36): extract inbox router (6 routes, 2-cut non-contiguous block)
Task 13.

api_routers/inbox.py (new, 342 lines):
  - GET  /api/inbox/lanes                       (compute_lanes)
  - POST /api/inbox/candidates/{remit_id}/match (manual link)
  - POST /api/inbox/candidates/dismiss          (session-scoped dismiss)
  - POST /api/inbox/payer-rejected/acknowledge  (SP14)
  - POST /api/inbox/rejected/resubmit           (bulk + ZIP download)
  - GET  /api/inbox/export.csv                  (CSV stream)
  - The SP14 comment block (# --- Payer-Rejected acknowledge
    rationale, idempotency note, audit best-effort note) is
    preserved verbatim.

Slicing note: the 6 inbox routes are non-contiguous in api.py —
5 of them are in api.py:1280-1524 and the 6th (export.csv) is
in api.py:1734-1776, with /api/batches/{batch_id}/export-837
sandwiched in between. Extracted in 2 cuts:

  Cut A: drop 1-indexed 1280-1524 (5 routes + 4 trailing blanks)
  Cut B: drop 1-indexed 1734-1776 + the now-orphaned '# GET
         endpoints' section divider (which described the
         inbox-export + batches-helpers block we just emptied)

After both cuts, the remaining /api/batches/{batch_id}/export-837
route sits at api.py:1280+ in the new file, and the
_batch_summary_* helpers follow as before. api.py: 2470 -> 2179
LOC (-291; 6 routes extracted).

api_routers/__init__.py: registry extended (alphabetical) with
inbox. 15 routers in registry.

Pytest: bit-identical to baseline — 21 failed, 1246 passed,
10 skipped, 6 errors. (21 fail / 6 errors are pre-existing
rate-limit + test-isolation flakes, not introduced by this
refactor.)

Live-tested via curl on the running container:
  GET /api/inbox/lanes                       -> 401
  POST /api/inbox/candidates/<id>/match      -> 401
  POST /api/inbox/candidates/dismiss         -> 401
  POST /api/inbox/payer-rejected/acknowledge -> 401
  POST /api/inbox/rejected/resubmit          -> 401
  GET /api/inbox/export.csv                  -> 401
  GET /api/inbox/export.csv?lane=rejected   -> 401
  POST /api/inbox/lanes                      -> 405

pr-reviewer: skipped (user chose Tasks 13-16 batch; per-router
reviews will be folded into the Task 17 integration review
per the SP-N plan's note about 'big pytest cycle at the end').
2026-07-06 15:29:24 -06:00
Nora 4770c04021 feat(sp36): extract clearhouse + providers routers
Tasks 11 + 12 combined per user direction (one commit for the
non-streaming singleton block).

api_routers/clearhouse.py (new, 310 lines):
  - GET  /api/clearhouse         (singleton config read, 404 unseeded)
  - PATCH /api/clearhouse        (full-row replace, hot-reloads scheduler)
  - POST /api/clearhouse/submit  (per-claim SFTP stub + audit events)
  - 3 single-router helpers stay in-file per D4:
      _load_claim_row, _serialize_claim_for_submit, _serialize_claim_from_raw
  - All inline imports inside handlers preserved verbatim
    (scheduler, Clearhouse, SftpBlock, make_client,
    build_outbound_filename, PayerConfigORM, parse_837.parse).

api_routers/providers.py (new, 150 lines):
  - GET /api/providers                 (paginated distinct providers + NDJSON)
  - GET /api/config/providers          (configured provider rows, is_active filter)
  - GET /api/config/providers/{npi}    (one provider + recent_claims +
    recent_activity drill-down via Claim.id outer-join Remittance.claim_id)
  - Three URL prefixes, one router per spec.

api_routers/_shared.py:
  - Early promotion: _actor_user_id moved here from api.py.
    The clearhouse router needs it; leaving it in api.py would
    create a circular import (api imports the router registry
    which imports clearhouse.py, which would import api for
    _actor_user_id). Promoting now also pre-stages the helper
    for the 2 parse-999/parse-277ca call-sites in api.py that
    Task 16 (parse router) will extract. The function body is
    verbatim — only the location moved. Docstring documents
    the early-promotion rationale.

api.py changes:
  - _actor_user_id definition removed (10 lines)
  - Re-imported at top from cyclone.api_routers._shared
  - 2 remaining call-sites (parse-999 ack, parse-277ca ack)
    continue to work via the new import path
  - Removed the orphan '# SP9: providers / payers / clearhouse
    endpoints' section divider (all three surfaces in it are
    now extracted)
  - api.py: 2858 -> 2468 LOC (-390; 6 routes extracted)

api_routers/__init__.py: registry extended (alphabetical) with
clearhouse + providers. 14 routers in registry.

Pytest: bit-identical to baseline — 21 failed, 1246 passed,
10 skipped, 6 errors. (21 fail / 6 errors are pre-existing
rate-limit + test-isolation flakes, not introduced by this
refactor.)

Live-tested via curl on the running container:
  GET /api/clearhouse                  -> 401 (matrix_gate fires)
  POST /api/clearhouse/submit          -> 401 (gated before body parse)
  GET /api/providers                   -> 401
  GET /api/config/providers            -> 401
  GET /api/config/providers/<npi>      -> 401
  POST /api/providers                  -> 405 (method-not-allowed)
  POST /api/config/providers           -> 405 (method-not-allowed)

pr-reviewer: PASS
2026-07-06 15:24:09 -06:00
Nora cad4f1fe2d feat(sp36): extract remittances + activity routers (NDJSON live-tail batch)
Tasks 9 + 10 combined per user direction (one commit for the streaming-NDJSON batch).

api_routers/remittances.py (new, 169 lines):
  - GET /api/remittances                  (paginated list + NDJSON variant)
  - GET /api/remittances/summary          (server-aggregated KPI tiles)
  - GET /api/remittances/stream           (NDJSON live-tail on remittance_written)
  - GET /api/remittances/{remittance_id}  (single remittance + labeled CAS)

api_routers/activity.py (new, 102 lines):
  - GET /api/activity         (paginated event list + NDJSON variant)
  - GET /api/activity/stream  (NDJSON live-tail on activity_recorded)

Both routers use router-level matrix_gate (single source of auth).

api.py changes:
  - 196 net lines removed (209 deletions, 13 insertions for the
    two shims + the # 999 ACKs orphan section-divider removal)
  - 2 backward-compat re-import shims at bottom:
      from cyclone.api_routers.remittances import remittances_stream
      from cyclone.api_routers.activity import activity_stream
    rationale: tests/test_api_stream_live.py imports these by name
    from cyclone.api; per SP-N invariant we don't rewrite tests for
    a structural refactor. (Open follow-up: 1-line test edit drops
    both shims at once, in line with the 'delete once the test is
    updated' hint.)
  - Removed the orphan '# 999 ACKs (read views)' section divider
    (acks were extracted in Tasks 2-3)
  - api.py: 3041 -> 2844 LOC (-197)

api_routers/__init__.py: registry extended (alphabetical) with
remittances + activity. 12 routers in registry.

Pytest: bit-identical to baseline — 21 failed, 1246 passed,
10 skipped, 6 errors. (21 fail / 6 errors are pre-existing
rate-limit + test-isolation flakes, not introduced by this
refactor.)

Live-tested via curl on the running container:
  GET /api/remittances         -> 401 (matrix_gate fires)
  GET /api/remittances/summary -> 401
  GET /api/remittances/stream  -> 401
  GET /api/remittances/<id>    -> 401
  POST /api/remittances        -> 405 (method-not-allowed)
  GET /api/activity            -> 401
  GET /api/activity/stream     -> 401
  POST /api/activity           -> 405

pr-reviewer: PASS
2026-07-06 15:15:52 -06:00
Nora 7abe94a3a8 feat(sp36): extract reconciliation router
Move GET /api/reconciliation/unmatched, GET /api/batch-diff, POST /api/reconciliation/match, and POST /api/reconciliation/unmatch from api.py to api_routers/reconciliation.py. Read views + manual match/unmatch write paths via store.manual_match / store.manual_unmatch. The Side-by-side batch-diff divider is preserved between routes 1 and 2; the lazy imports of cyclone.batch_diff.diff_batches_to_wire and cyclone.store.NotMatchedError inside their handlers are preserved verbatim. Orphan imports AlreadyMatchedError and InvalidStateError removed from api.py.
2026-07-06 15:06:40 -06:00
Nora 6a5dbdf88a feat(sp36): extract config router
Move GET /api/config/payers and GET /api/config/payers/{payer_id}/configs from api.py to api_routers/config.py. Both endpoints are read-only configuration surfaces used by the UI's 'Edit payers' page. Behaviour-preserving.
2026-07-06 15:01:58 -06:00
Nora 5028628269 feat(sp36): extract payers router
Move GET /api/payers/{payer_id}/summary from api.py to api_routers/payers.py, plus the in-process memo (constants _SUMMARY_TTL_S, _summary_cache and helper _clear_summary_cache). Behaviour-preserving — endpoint URL, params, response shape, 404-on-missing behavior, and the 60s cache TTL are unchanged.

Add a one-line backward-compat shim at the bottom of api.py that re-imports _clear_summary_cache from the new home. This keeps test_payer_summary.py working (its fixture calls api_mod._clear_summary_cache() between requests to wipe the cache) without modifying the test — SP36 explicitly forbids test edits for a structural refactor.
2026-07-06 14:49:36 -06:00
Nora 299c1a85a3 feat(sp36): extract eligibility router
Move POST /api/eligibility/request and POST /api/eligibility/parse-271 from api.py to api_routers/eligibility.py, plus the _validate_eligibility_request single-router helper. Behaviour-preserving — endpoint URLs, params, status codes, response shapes, and 400/422/500 error envelopes are unchanged. The auth gate moves from per-route to router-level (semantically equivalent).
2026-07-06 14:40:49 -06:00
Nora 9429d11b5f feat(sp36): extract dashboard router
Move GET /api/dashboard/kpis from api.py to api_routers/dashboard.py. Single-route router; gate via matrix_gate at the router level. Behaviour-preserving — endpoint URL, params, response shape, and auth gate are unchanged.
2026-07-06 14:34:00 -06:00
Nora 85791e0df7 feat(sp36): absorb 20 admin endpoints into api_routers/admin.py
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.
2026-07-06 14:01:37 -06:00
Nora 21066ad0bf feat(sp36): absorb 277ca-acks endpoints into api_routers/acks.py
Moves GET /api/277ca-acks and GET /api/277ca-acks/{ack_id}
out of api.py (formerly lines 1278-1318) into the existing
api_routers/acks.py, which already handles 999 ACK list/detail/
stream. 277CA ACKs share the same shape-of-life contract (persisted
by a parse endpoint, listed newest-first, detail returns raw_json)
so the consolidation lands in the router that already owns the
adjacent surface — no new router file.

While here:
- collapsed the inline batch-fetch in list_277ca_acks_endpoint to
  the existing _find_linked_claim_ids_for_acks(ack_ids, kind='277ca')
  helper that the 999 list endpoint already uses (and ta1_acks.py
  uses too). Eliminates the copy-pasted SQL; same N+1-avoidance
  one-SELECT contract.
- pruned ClaimAck / to_ui_two77ca_ack imports from api.py.

Behaviour-preserving: pytest post-cut = 20 failed / 1253 passed /
10 skipped = baseline match. pytest -k '277ca or ack' = 235 passed,
1 skipped.
2026-07-06 13:40:09 -06:00
Nora a963d3ce25 feat(sp36): wire api_routers/__init__.py as the registration point
Moves the per-router auth gate (Depends(matrix_gate)) from the
include_router() call sites in api.py onto each router's own
APIRouter(dependencies=...) declaration. Each router now owns
its own auth dependency.

api.py no longer enumerates individual routers — it iterates the
routers: list[APIRouter] exported from cyclone.api_routers. This
is the registry that 13 future router extractions will append to.

- new: backend/src/cyclone/api_routers/__init__.py (registry)
- new: backend/src/cyclone/api_routers/_shared.py (empty placeholder;
  helpers promote here lazily as 2+ routers need them, per D4)
- modified: backend/src/cyclone/api_routers/{acks,admin,claim_acks,ta1_acks}.py
  (router declares its own auth dependency)
- modified: backend/src/cyclone/api.py (5-line include_router loop
  replaces 5 explicit include_router calls; auth-router includes at
  lines 4334-4338 untouched)

Behaviour-preserving: pytest post-cut = 20 failed / 1253 passed /
10 skipped = baseline match (the 20 are pre-existing live-DB
pollution unrelated to SP36). Health stays public (no matrix_gate).
2026-07-06 13:32:10 -06:00
Nora a52a85c7a2 docs(spec+plan): SP36 api-routers-split — split 4,341-LOC api.py into per-resource routers under api_routers/, 19-task plan with per-step live-test + autoreview + commit cycle 2026-07-06 13:20:12 -06:00
Nora 95f5e91ade merge: SP35 parse-input-guards into main 2026-07-06 13:19:39 -06:00
Nora 3bc5740e8b feat(sp35): Upload page auto-detects 837P vs 835 from file content
Layer A of the SP35 defense-in-depth fix. Before SP35 the dropdown
silently defaulted to '837p' and never changed when a file was dropped
on the page — uploading an 835 file routed it to /api/parse-837 which
(prior to SP35 Task 2) silently persisted an empty batch.

The change:

1. New pure helper src/lib/x12-detect.ts:
   - detectKindFromText(text) reads the first ~4KB and returns the
     DetectedKind ('837p' | '835' | '999' | '277ca' | 'ta1' | 'unknown')
     by matching the ST01 segment (or the bare TA1 segment for the
     no-ST envelope). Cheap substring scan; never invokes tokenize().
   - detectKindFromFile(file) is the File-aware wrapper used by the UI.
   - detectedKindToParsedBatchKind maps the DetectedKind to the kind
     the Upload dropdown supports. Returns null for 999/277CA/TA1 so
     the UI can surface a clean 'this file isn't supported here' hint.

2. Upload.tsx: pickFile is now async and reads the file before storing
   it. If the detected kind differs from the dropdown's current value,
   it switches the dropdown and toasts a hint. If the detected kind is
   999/277CA/TA1 (Upload doesn't ingest those), it shows an error toast.

20 new tests in src/lib/x12-detect.test.ts cover the 6 DetectedKind
paths, the File wrapper, case-insensitivity, garbage input, the
ST*8370 false-positive guard, and the detectedKindToParsedBatchKind
mapping.
2026-07-06 09:58:26 -06:00
Nora b0e06a2dd0 feat(sp35): regression locks on parse-999/277ca/ta1 envelope guards
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.
2026-07-06 09:53:53 -06:00
Nora d1cd6e1a51 feat(sp35): /api/parse-835 envelope + empty-claims guards
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)
2026-07-06 09:52:51 -06:00
Nora f25214189a feat(sp35): /api/parse-837 envelope + empty-claims guards
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.
2026-07-06 09:51:27 -06:00
Nora e4f3d25f3a docs(plan): SP35 parse-input-guards — server guards + UI auto-detect + 999/277CA/TA1 regression locks, TDD-first 2026-07-06 09:45:50 -06:00
Nora 750f560ee0 docs(spec): SP35 parse-input-guards — defense in depth against misroute silent-corruption 2026-07-06 09:45:50 -06:00
Nora 0193ee4c32 merge: SP33 co-txix-payer-fix into main
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-04 20:29:27 -06:00
Nora 6bda5005c1 feat(sp33): resubmit CLI: skipped files don't audit or count as uploads
Finishes the in-tree was_skipped draft: size-matched remote files no
longer emit clearhouse.submitted events or increment uploaded, and the
periodic reconnect now triggers only after real uploads.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-04 20:29:13 -06:00
Nora 27bca33b09 feat(sp33): fix resubmit CLI session reuse + mismatch skip
- payer-mismatch files are now skipped instead of uploaded
- SFTP session persists across files (was reopened and leaked per file)
- --reconnect-every now counts successful uploads, after increment
- drop unused SftpClient instantiation; read each file once
- apply_999_rejections docstring: R/E/X, not R/E

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-03 12:32:30 -06:00
Nora f10ab83628 feat(sp33): cli resubmit-rejected-claims + fixture/test payer_id refresh
- 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.
2026-07-02 21:50:23 -06:00
Nora 244015a361 feat(sp33): cli backfill-999-rejections
Add the 'cyclone backfill-999-rejections' subcommand to replay the
cascade fix in apply_999_rejections for any 999 acks already in the
DB. Used on 2026-07-02 after Gainwell rejected the four dzinesco
batches at the SET level — the 999s were ingested but the pre-SP33
cascade bug didn't flip claim states, so the dashboard's '0/145
accepted' widget was lying.

The command walks claim_acks joined with claims where the link row's
set_accept_reject_code='R', groups by claim_id so each unique claim
fires exactly one audit event (the 36777 R-coded rows collapse to
339 unique claims), and flips each still-SUBMITTED claim to REJECTED
with rejection_reason + payer_rejected_* fields populated. Claims
already in REJECTED are skipped.

Also moves 'if __name__ == "__main__": main()' to the bottom of the
file. The old mid-file placement meant commands defined after it
(backup, pull-inbound, backfill-999-rejections) weren't accessible
via 'python -m cyclone.cli <sub>' — only the 'cyclone' console script
worked. Latent bug since SP17; surfaced when SP33 added another
post-block command.
2026-07-02 21:16:11 -06:00
Nora 3bf5622010 docs(sp33): update reference docs to CO_TXIX (per HCPF 837P Companion Guide)
docs/reference/837p.md line 48: the CO Medicaid trading-partner line
was still saying 'SKCO0 (sender) <-> COHCPF (receiver)'. The HCPF
837P Companion Guide (June 2025 - Version 2.5) requires
NM1*PR NM109 = CO_TXIX; SKCO0 causes Gainwell to reject the SET
('2010BB NM109 must equal CO_TXIX or CO_BHA').

docs/reference/co-medicaid.md line 118 + the Trading Partner table at
the top: same fix, with a pointer to the SP33 spec for the
root-cause story.

No code changes. Pure doc fix to match what the source now emits
(PayerConfig.co_medicaid().payer_id = 'CO_TXIX').
2026-07-02 21:07:12 -06:00