- R034 _r034_ref_g1_required: when payer opts in (require_ref_g1_for_adjustments),
emit error if frequency_code is 7/8 and no REF*G1 segment appears in raw_segments.
CO Medicaid stays lenient in v1 (gate is False by default).
- R035 _r035_bht06_allowed: BHT06 transaction type code must be in cfg.allowed_bht06.
Skipped silently when transaction_type_code is None.
- Add transaction_type_code (str|None) to Envelope and ClaimOutput.
- parse_837: read BHT06 (seg[6]) in _build_envelope; mirror onto each ClaimOutput
via the existing model_copy(update={...}) call site.
- 9 new tests in test_validator.py: 5 R034 (incl. lenient no-op) + 4 R035.
213 passed, 1 skipped (prodfile corpus present-conditional).
T12's list_unmatched filters Remittance by claim_id IS NULL. T10's
reconcile.run was only setting Claim.matched_remittance_id, leaving
auto-matched remits visible in the orphan bucket. Mirror the FK on
both sides so both list_unmatched filters produce consistent results.
T12 implementer flagged this as out-of-scope; addressed here as a
small follow-up so the Reconciliation page works correctly end-to-end.
Three spec-bug fixes from T10 implementation:
- Match.claim_id: drop UNIQUE constraint (T4 schema error) — reversals add a 2nd row per claim (audit trail). Add explicit non-unique index ix_matches_claim_id to preserve query performance. Mirrored in ORM and migration 0001_initial.sql.
- test_run_orphan_remit_leaves_claim_unmatched: claim PCN-A does not match remit PCN-NEW, so unmatched_claims must be 1, not 0.
- test_run_reversal_flips_paid_to_reversed: claim service_date_from was 9 days before reversal remit service_date (outside default 7-day window) so no match occurred; changed to 5 days apart so match() picks the claim.
- test_match_unique_per_claim: in test_db_models.py asserted the now-removed UNIQUE behavior; renamed and inverted to assert the audit-trail design (two Match rows per claim allowed).
Replace the in-memory InMemoryStore with a SQLAlchemy-backed
CycloneStore that persists Batch, Claim, Remittance, Match, and
ActivityEvent rows to a configurable DB engine (sqlite by default,
overridable via CYCLONE_DB_URL).
Public API preserved: add / get_batch / iter_claims / iter_remittances
/ distinct_providers / recent_activity. New T10/T12 stubs:
list_unmatched, manual_match, manual_unmatch.
Backward-compat shims for tests that called ._batches.clear() or
acquired ._lock as a context manager.
Idempotency: add() does a per-row session.get(Claim, c.id) (and
s.get(Remittance, ...)) check before each insert; duplicates are
skipped with a warning. This makes re-uploading the same fixture
idempotent instead of raising IntegrityError on the PK.
Auto-init DB fixture (backend/tests/conftest.py) sets
CYCLONE_DB_URL to a per-test sqlite file and calls db.init_db()
once per test, replacing the old module-scoped in-memory fixture.
Spec 6.2 says: 'Default JSON response wraps the same data in a
{items, total, returned, has_more} envelope so the frontend can
paginate uniformly.' Previously the GET list endpoints defaulted
to NDJSON (consistent with the parse endpoints), which forced
every curl call to set Accept: application/json.
Now NDJSON is strictly opt-in via Accept: application/x-ndjson;
JSON is the default. Parse endpoints keep their existing NDJSON
default (browser uploads).
T8 test 'test_claims_default_accept_returns_ndjson' updated to
assert the new default.
- iter_claims/iter_remittances now return list[dict] (snapshot under
the lock, return outside) so slow consumers no longer hold the
write lock during iteration
- iter_claims gains payer (case-insensitive substring) and
date_from/date_to filters via the new _date_in_bounds helper
- iter_remittances wires date_from/date_to and payer
- BatchRecord split into BatchRecord837 / BatchRecord835 with
__new__ dispatch so isinstance narrows result correctly,
eliminating the four 'type: ignore[assignment]' band-aids
- BatchRecord now rejects naive parsed_at via model_validator
- to_ui_remittance's adjustmentAmount=0.0 is documented as a
TODO for sub-project 2 reconciliation
151 passed, 1 skipped (no regressions; +6 tests for new filters)
Tyler