Commit Graph

22 Commits

Author SHA1 Message Date
Nora 1c367ddbe7 feat(sp28): Inbox ack orphans lane with Dismiss + Link to dropdown 2026-07-02 11:44:53 -06:00
Nora d2512945ca feat(sp28): useClaimAcks + useAckClaims hooks with api types 2026-07-02 11:26:25 -06:00
Nora e10d3886c2 refactor: export joinUrl from auth/api and reuse in lib/api
Single source of truth for the VITE_API_BASE_URL prefix logic. Both
auth/api and lib/api imported the same BASE_URL const; promote joinUrl
to a shared exported helper so future endpoints don't drift on the
trailing-slash normalization.
2026-07-02 11:18:22 -06:00
Nora 14fcbca5f1 feat(sp27): server-aggregate Remittances KPIs (count, paid, adjustments)
The Remittances page's three KPI tiles — REMITS / TOTAL PAID /
ADJUSTMENTS — were computed page-locally via items.reduce(...) over
the merged tail of the current page + live delta. With a 100-row
default limit, a 1,739-row population showed count=100, paid=$16,934,
adjustments=$147 — silently understating reality because the page
hadn't loaded the remaining rows yet.

This change mirrors the silent-incompleteness fix that
/api/dashboard/kpis (commit 59c3275) and /api/remittances (commit
d81b6ed) made for their tiles:

  * CycloneStore.summarize_remittances() iterates the full filtered
    remittance population (no limit) and returns
    {count, total_paid, total_adjustments}. Mirrors iter_remittances
    with limit=_ITER_UNBOUNDED.
  * GET /api/remittances/summary — server endpoint with the same
    filter parameters as /api/remittances. Registered BEFORE the
    /api/remittances/stream handler so FastAPI doesn't treat
    'summary' as a stream sub-path.
  * api.listRemittanceSummary + useRemittanceSummary hook.
  * Remittances.tsx swaps off items.reduce, consumes the server
    summary. Tiles render the server totals so the values reflect
    the entire DB population, not the page-local sample.

Verified live: /api/remittances/summary returns
{count: 1739, total_paid: 227181.58, total_adjustments: 13792.65},
which matches DB ground truth exactly.

Tests: 8 new backend tests in test_api_remittances_summary.py; 1 new
frontend test in Remittances.test.tsx (kpi_tiles_use_server_summary_not
_page_local_reduce) plus the page-level test for the zero-valued mock
default.
2026-06-29 14:32:10 -06:00
Nora 59c3275adf feat(sp27): server-aggregate Dashboard KPIs so 100-row sample doesn't lie
The Dashboard was hardcoded to useClaims({ limit: 100 }) and reduce
KPIs client-side. With 60k+ claims in production, every tile
(Billed $940K, Received $59K, Denial rate, Pending AR, monthly
sparkline, top providers, recent denials) was computed from a
0.16% sample of the dataset — silently wrong numbers on the
operator's primary view.

Fix: add GET /api/dashboard/kpis that aggregates server-side in
one read over the entire claim population. The new useDashboardKpis
hook consumes it and polls every 60s. Dashboard.tsx drops
useClaims({limit:100}) + useProviders() + the client-side
buildMonthly reduce.

Backend:
- store.py: dashboard_kpis() — one Claim query (selectinload on
  batch to avoid N+1) + one bulk Remittance lookup, Python reduce
  over the full population. Zero-filled response for empty DB.
- api.py: GET /api/dashboard/kpis behind matrix_gate, query-param
  clamps (1..24 months, 0..50 top_n_*).

Frontend:
- api.ts: DashboardKpis types + getDashboardKpis() wrapper.
- useDashboardKpis.ts: TanStack Query hook, 60s refetchInterval,
  bypass to data:undefined when not configured.
- Dashboard.tsx: switched to useDashboardKpis, extracted
  ZERO_TOTALS constant, dropped the buildMonthly helper.

Tests:
- backend/tests/test_dashboard_kpis.py: 12 tests covering empty DB,
  matched-remit math, pending-state semantics, monthly binning,
  top-providers/top-denials sort + cap, orphan-claim defensive
  guard, HTTP wiring + param validation.
- src/hooks/useDashboardKpis.test.ts: 3 tests for the hook
  contract (configured path, unconfigured fallback, param
  passthrough).
- src/pages/Dashboard.test.tsx: wrapped renders in
  QueryClientProvider + stubbed useAuth + isConfigured=false. This
  fixes 3 pre-existing Dashboard test failures (the page never had
  a QueryClient set up because useClaims/useProviders were the
  first useQuery hooks in the page).

Reviewer fixes (same commit):
1. topDenials sort placed empty submissionDate claims first under
   reverse-lex. Drop them at append time.
2. r.batch lazy-load → N+1 on 60k rows. selectinload(Claim.batch).
3. pending_states rebuilt per call as a mutable set — moved to
   module-level _DASHBOARD_PENDING_STATES frozenset.
4. Module-level ProviderORM import inconsistent with the
   "local import inside the function" pattern — moved inline.
2026-06-29 12:51:28 -06:00
Nora 4c05c6527b hotfix(acks): paginate /api/acks and surface server-side aggregates
The Acks page silently capped at 100 of 1056 rows in the operator's
DB: the eyebrow read `${items.length} on file` (not the server's
`total`), the KPI strip summed from the 100 visible items, and the
endpoint accepted no `offset` — so the user had no signal that 956
more acks existed. Same class of bug on the Activity page (cap=200,
no 'X of Y' hint).

Backend
- /api/acks (acks.py): add `offset`, bump `le=1000`→`le=5000`,
  slice `rows[offset:offset+limit]`, return server-side
  `aggregates` (accepted/rejected/received summed over the full
  row set, not the page) so the KPI strip reflects every persisted
  999 instead of just the visible 50.
- /api/activity list + stream (api.py): bump `le=500`→`le=5000` so
  the page can ask for a denser snapshot.
- /api/277ca-acks (api.py): bump `le=1000`→`le=5000` for
  consistency.
- /api/ta1-acks: left at `le=1000` — TA1s aren't shipped today and
  the structural fix (offset + aggregates) wasn't applied, so a
  larger cap would just make the same latent silent-failure easier
  to hit. (TODO: fold in the same shape when Gainwell starts
  shipping TA1s.)

Frontend
- listAcks (api.ts): accept `offset`, surface `aggregates`,
  adapt wire `*_count` keys to the in-page
  `accepted`/`rejected`/`received` shape so the page can use
  `data.aggregates` as a drop-in for the page-local fallback
  accumulator.
- useAcks (hooks): pass `offset` through; return type carries
  `aggregates`.
- Acks.tsx: add `page` state (PAGE_SIZE=50), use `data.total`
  for eyebrow + watermark (not `items.length`), use
  `data.aggregates` for the KPI strip (with in-page fallback
  accumulator on first paint), render `<Pagination>` when
  `totalCount > PAGE_SIZE`. Footer row reads "N rows on file"
  instead of "N rows".
- ActivityLog.tsx: bump `limit: 200`→`limit: 500`, eyebrow reads
  "Activity · showing N most recent" to make the bounded-window
  semantics honest (the endpoint doesn't expose a true total — it
  reports events matching the current kind/since filter, capped at
  the request limit).

Tests
- test_acks.py: 4 new tests pin the fix:
  1. `offset` walks the full set; `has_more` flips at the
     boundary.
  2. `aggregates` reflects the full row set, not the page (the
     silent-failure pin) — and stays stable across page slices.
  3. `limit` cap of 5000 is enforced (422 above it).
  4. `offset` past the end returns an empty page with stable
     aggregates (a stale UI page state across a row count change
     must not 500 or zero the KPIs).

Live smoke-verified: /api/acks?limit=2&offset=0 vs ?offset=2 return
the expected row slices, aggregates stable at 15/10/15 for 5 seeded
rows, /api/acks?limit=10000 rejected with 422.

Triage note: the TA1 section (`Ta1AcksSection`, lines 609-616 of
Acks.tsx) has the same latent silent-failure pattern (page-sums
KPIs, no offset on /api/ta1-acks). Left untouched because the
empty-state copy says Gainwell doesn't ship TA1s today and the
larger structural fix belongs in a follow-up.
2026-06-29 11:19:10 -06:00
Nora 6507a8c874 fix(acks): accept IK5 from Gainwell, trust set-level codes over bogus AK9, surface TA1 in UI
Two related fixes land together because the UI was reporting
"1 accepted 1 rejected" for every 999 even though every inbound file
Gainwell ships has IK5=A.

  1. Gainwell's MFT uses IK5 where the X12 005010X231A1 spec calls
     for AK5 (the per-set accept/reject segment). The parser only
     recognized AK5, so set_responses[0].set_accept_reject.code
     defaulted to 'R' and the count summary showed all rejections.
     _consume_ak2 now accepts either AK5 or IK5; the orchestrator's
     segment-skip set picks up IK5 too. A new fixture
     (minimal_999_ik5_gainwell.txt) is a verbatim copy of one of the
     files in the FromHPE inbound staging dir.

  2. _ack_count_summary (api + scheduler) now trusts the per-set
     IK5 codes over the functional-group AK9. Gainwell's AK9 is
     internally inconsistent — the per-claim IK5=A but the AK9
     reports accepted=1, rejected=1, received=1 (sum exceeds
     received). Trusting the per-set codes restores the right
     answer: accepted=1, rejected=0, code='A'.

  3. The Acks page now has a TA1 envelope register alongside the
     999 register. TA1s are the lower-level sibling of the 999
     (one row per inbound ISA/IEA). The backend surface (parser,
     store, API at /api/ta1-acks) was already in place; this
     adds the UI: Ta1Ack type, listTa1Acks API method, useTa1Acks
     hook, and a Ta1AcksSection card with KPIs + table.

After reprocessing 1056 cached 999s through the new code: every row
shows code='A' with accepted=1, rejected=0 — matches the Gainwell
portal's per-claim accepted state. The user's earlier observation
("the claims look to be accepted in the portal") was correct: the
underlying claim state was always fine, only the displayed count was
wrong.

  - backend/src/cyclone/parsers/parse_999.py | 21 ++-
  - backend/src/cyclone/api.py               | 11 +-
  - backend/src/cyclone/scheduler.py         | 13 +-
  - backend/tests/test_parse_999.py          | 32 ++++
  - backend/tests/fixtures/minimal_999_ik5_gainwell.txt
  - src/types/index.ts                       | 32 ++++
  - src/lib/api.ts                           | 62 +++++-
  - src/hooks/useTa1Acks.ts                  | 26 +++ (new)
  - src/pages/Acks.tsx                       | 209 +++++++++++++++++++-
2026-06-25 00:26:13 -06:00
tyler 1381a7652d fix(acks): make 999 source_batch_id unique per file + surface PCN
Gainwell's MFT ships every 999 with the same ISA interchange
control number (`000000001`) and one 999 ack covers a whole
batch, not a single claim — so the AK2 set_control_number
(patient_control_number) is the same for the ~96 999s in a
batch. With the old synthetic-id formula (`999-{icn}`), all 385
daily acks collapsed onto a single row the operator couldn't
distinguish.

The new formula is `999-{pcn}-{filename_hash8}` (or
`999-{icn}-{filename_hash8}` for envelope-only 999s without an
AK2). The PCN gives the operator a human-readable handle to the
claim batch; the 8-char hash of the inbound filename guarantees
uniqueness within a batch. Fits in the VARCHAR(32) source_batch_id
column (max 22 chars).

Also surface `patient_control_number` in /api/acks list response
(extracted from raw_json's set_responses[0].set_control_number)
and in the Acks UI as the primary label, with the synthetic id
shown dimmed after a middle dot. The detail endpoint already
exposed raw_json for the full 999 parse tree.
2026-06-24 23:55:58 -06:00
Nora f4bafc1c94 feat: History tab on Upload page with one-click Re-export ZIP
Add a second tab to the Upload page that surfaces the persisted batch
archive and lets the user re-download any 837P batch as a ZIP without
re-parsing the original file.

- Backend: /api/batches now carries per-row claimIds (837P only).
  835 batches return an empty list, which the UI uses as the signal
  to hide the Re-export button on those rows. Avoids an extra
  round-trip to /api/batches/{id} per row.
- Frontend: BatchSummary.claimIds added to the list-endpoint type.
- Upload page: page body wrapped in Tabs.Root with a History trigger
  that mirrors ?tab= in the URL for deep-link round-trip. The
  History tab renders UploadHistory → HistoryTable → HistoryRow with
  a one-click Re-export ZIP button per 837P row. The button calls
  POST /api/batches/{id}/export-837 with the row's claim ids and
  downloads the ZIP via downloadBlob. Falls back to the in-memory
  parsedBatches store when the backend returns no rows so the tab
  stays useful in sample-data mode.
- Backend tests: claimIds present on 837P rows, empty on 835 rows.
- Frontend tests: 13 tests covering tab switching, URL deep-link,
  loading/error/empty states, the 837P-vs-835 button visibility
  split, the Re-export happy path, and the failure toast.
2026-06-24 13:57:12 -06:00
Nora fb913f0617 fix(ui): Dashboard greeting uses live operator; api.isConfigured proxies through
Two issues surfaced by going live against the dev backend:

1. Dashboard greeting was hardcoded 'Good morning, Jordan.' in
   src/pages/Dashboard.tsx. The sidebar already pulls from useAuth()
   but the dashboard had been missed. Replace with a time-of-day
   greeting ('morning' / 'afternoon' / 'evening') plus the live
   operator's username from useAuth(). Falls back to 'there' while
   /api/auth/me is in flight so we never flash 'undefined' at the
   operator.

2. api.isConfigured was returning false whenever VITE_API_BASE_URL
   was empty, which is the default in .env.example and the
   recommended setting for the Vite dev proxy / nginx. With the flag
   false, every hook (useClaims, useBatches, useActivity, ...)
   threw notConfiguredError() and silently fell back to the
   in-memory zustand store's hardcoded sample data — so 'files not
   serving' was actually the Dashboard rendering fixtures, not the
   real DB. With the flag now true, joinUrl('') produces relative
   URLs that the proxy intercepts and forwards to FastAPI on :8000.
   Set VITE_API_BASE_URL=disabled to opt out (useful for Storybook
   / offline UI work).

Also installs @radix-ui/react-tabs which was listed in package.json
but missing from node_modules — Vite was failing pre-transform on
tabs.tsx and refusing to compile downstream pages until deps were
re-installed via 'npm install'.
2026-06-22 17:05:27 -06:00
Nora cb87456575 feat(auth): wire AuthProvider + RequireAuth into app shell 2026-06-22 15:37:02 -06:00
Tyler 9bca4b608a feat(release): v0.2.0 — batch 837 export, ClaimCard, theme tokens
Backend:

- New POST /api/batches/{id}/export-837: regenerate X12 837 files
  for a list of claim_ids into a ZIP using HCPF file naming standards,
  with a unique interchange/group control number per export. Wire
  the clearhouse Loop 1000A (NM1*41 + PER) and per-payer receiver
  (NM1*40) blocks so the serializer no longer falls back to
  CYCLONE / RECEIVER placeholders.
- /api/parse-837 and /api/parse-835 now surface the server-side
  batch_id in both JSON and NDJSON response shapes so the frontend
  can hit batch-scoped endpoints without an extra listBatches
  round-trip.
- Filename helpers and the 837 serializer updated to match the new
  HCPF envelope; tests cover batch export, parse batch_id, and the
  serializer's control-number uniqueness guarantee.

Frontend:
- New shared components: ClaimCard, ClaimCard837, DominantKpiCard,
  EditorialNote, ExportBar, TickerTape, and a charts/ set
  (BarChart, HBarChart, SegmentedBar, AgingBars).
- New useBatchExport hook driving ExportBar's download flow against
  the new endpoint.
- ClaimDrawer, Lane, and Layout migrated from raw CSS-variable
  colors to Tailwind theme tokens (bg-card, text-foreground,
  border/60, etc.) for consistency with the rest of the instrument
  chrome; the active tab indicator gains a subtle accent glow.
- Upload, Inbox, Batches, BatchDiff, Reconciliation, and Acks pages
  reworked to compose the new shared components and consume the new
  batch-scoped API surface (notably ExportBar wired into Batches).

Tooling / Docs:
- Add audit-uiux.mjs and a docs/goodclaim.x12 sample fixture.
- Update ClaimDrawer testids and add coverage for the new
  components and the useBatchExport hook.

Rolls up into the v0.2.0 release tag.
2026-06-22 11:01:58 -06:00
Tyler 0678e25de7 feat(drill): ProviderDrawer with Overview tab + DrillDrawerHeader shell 2026-06-21 16:41:15 -06:00
Tyler 50dc0b2fb3 feat(drill): PayerPeekContent + usePayerSummary + api.getPayerSummary 2026-06-21 14:28:49 -06:00
Tyler 1764df0cd5 feat(sp8): Claim drawer Download 837 button
Three pieces:

- src/lib/download.ts: generic downloadTextFile(filename, mime, text)
  helper. Mirrors csv.ts:downloadCsv but takes an explicit MIME type and
  drops the BOM prepend (which would corrupt the ISA segment).

- src/lib/api.ts: serializeClaim837(id) → {text, filename}. Fetches
  GET /api/claims/{id}/serialize-837, pulls the suggested filename from
  Content-Disposition (falls back to claim-{id}.x12 if the header is
  missing). Throws ApiError on non-2xx so callers can branch on .status.

- ClaimDrawerHeader: Download icon button between the amount and the
  close button. Click → api.serializeClaim837 → downloadTextFile.
  Disabled + 'Downloading 837 file' aria-label while the fetch is in
  flight so the click feels responsive. Optional onError prop surfaces
  fetch failures; defaults to a no-op so existing callers stay clean.

Tests: 3 download.test.ts, 3 api.test.ts, 2 header.test.ts (happy
path + error path). Frontend: 350 passing (+8 from 342).
2026-06-20 20:44:39 -06:00
Tyler 7b394fff1a feat(batch-diff): side-by-side claim diff between two batches 2026-06-20 17:17:09 -06:00
Tyler 44e1c4616d feat(frontend): ClaimDetail type + api.getClaimDetail 2026-06-20 10:01:40 -06:00
Tyler fb2a98fc7a feat(parsers+api+ui+db): 999 ACK transaction set end-to-end (SP3 P3) 2026-06-20 08:03:37 -06:00
Tyler 2a853857b1 feat(parsers+api+ui): expose CARC-labeled CAS adjustments (SP3 P2) 2026-06-20 07:44:41 -06:00
Tyler 23ac7f6fda feat(frontend): add listUnmatched, matchRemit, unmatchClaim to api 2026-06-19 23:47:34 -06:00
Tyler 3ddf962da2 feat(frontend): add 6 GET methods (batches, batch, claims, remits, providers, activity) + tests 2026-06-19 19:41:07 -06:00
Tyler 3d3bdfb07c feat(frontend): wire Vite app to FastAPI parser with NDJSON streaming + Upload page 2026-06-19 17:31:59 -06:00