Commit Graph

20 Commits

Author SHA1 Message Date
Nora 75a2800a9d refactor(sp31): rename Match strategy 'auto' to 'pcn-exact' for audit clarity 2026-07-02 14:59:49 -06:00
Nora d2512945ca feat(sp28): useClaimAcks + useAckClaims hooks with api types 2026-07-02 11:26:25 -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 0aea0f64ac feat(types): add User type 2026-06-22 15:34:18 -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 65d98cf674 feat(dashboard): Recent activity events route to entity by kind
SP21 Task 2.5 — the Dashboard's 'Recent activity' card now routes clicks
to the matching entity drawer / page by event kind:

  - claim_*       → /claims?claim=<id>  (drawer in Phase 5)
  - provider_added → /providers?provider=<npi>  (ProviderDrawer)
  - remit_received → toast 'coming in a later phase' (RemitDrawer in Phase 4)
  - anything else  → toast (manual_match, unknown kinds)

Implementation:
  - New src/lib/event-routing.ts with the eventKindToUrl() helper,
    plus a unit test covering all 6 + default branches.
  - src/components/ActivityFeed.tsx gains an optional onItemClick
    prop; when set, each row gets role='button', tabIndex=0, the
    drillable hover affordance (chevron + tint), and an Enter/Space
    keybinding. e.stopPropagation() is called before the handler so a
    parent row click can't double-fire (same fix as Task 2.4).
  - src/pages/Dashboard.tsx wires the handler on the 'Recent activity'
    card via eventKindToUrl + sonner toast for unhandled kinds.
  - Backend: CycloneStore.recent_activity() now exposes claimId and
    remittanceId on each row (read from ActivityEvent.claim_id /
    remittance_id) so the routing helper has the entity ids it needs.
  - The frontend Activity interface gains optional claimId /
    remittanceId fields; the in-memory sample data and the
    addClaim store action populate them so the dashboard works in
    both API-configured and sample-data modes.
2026-06-21 16:41:15 -06:00
Tyler e6ae364dad feat(api): extend /api/config/providers/{npi} with recent_claims + recent_activity 2026-06-21 14:28:49 -06:00
Tyler b3de9c4d22 fix(sp7): mark ClaimDetail.lineReconciliation optional for back-compat
Existing test fixtures (ClaimDrawer, ClaimDrawerHeader, Claims pages)
construct partial ClaimDetail objects without the new slim
lineReconciliation projection. Other SP7 fields follow the optional
pattern (matchedLines?, serviceLinePayments?, claimLevelAdjustments?),
so apply the same to lineReconciliation.

Backend always emits it for matched claims; UI treats absent as
"no per-line audit yet".
2026-06-20 20:16:07 -06:00
Tyler b538c0939b feat(sp7): MatchedRemitCard — line-count badge 2026-06-20 19:47:11 -06:00
Tyler 391a07f877 feat(sp7): add per-line reconciliation + matched-remittance types 2026-06-20 19:44:23 -06:00
Tyler 6ee87174d3 fix(activity): tolerate unknown activity kinds in ActivityFeed
The live-tail stream (now reachable through the new Vite /api proxy)
started delivering activity rows with kind="manual_match", a kind the
ActivityFeed kindConfig map didn't know about. The map lookup returned
undefined, and reading .icon on it threw — taking the whole Activity
Log page down.

Two fixes:

1. Add "manual_match" to the ActivityKind union in src/types/index.ts
   and to the kindConfig map in src/components/ActivityFeed.tsx (with
   a Wrench icon + neutral tone), so the kind is properly typed and
   rendered.

2. Add a FALLBACK_KIND guard so any future backend-emitted kind that
   arrives before the frontend is updated no longer crashes the page.
   kindConfig stays exhaustive for known kinds, so TypeScript still
   catches missing entries at compile time.

Also adds src/components/ActivityFeed.test.tsx with three regression
tests (empty state, multi-item render, unknown-kind safety).
2026-06-20 17:46:00 -06:00
Tyler 7b394fff1a feat(batch-diff): side-by-side claim diff between two batches 2026-06-20 17:17:09 -06:00
Tyler f4a545f379 fix(frontend): UnmatchedClaim/UnmatchedRemittance types match store.to_ui_claim_from_orm wire shape
The Reconciliation page crashed with 'c.chargeAmount.toFixed is undefined' because
the TS types declared fields the backend never emitted (chargeAmount vs billedAmount,
patientControlNumber vs patientName, statusCode vs status, totalPaid vs paidAmount).

- UnmatchedClaim: chargeAmount -> billedAmount, patientControlNumber -> patientName,
  payerId/serviceDate now optional (backend omits them)
- UnmatchedRemittance: statusCode -> status, totalPaid -> paidAmount,
  totalCharge/serviceDate/isReversal now optional
- Reconciliation page + test fixtures updated to use the wire shape
- Tests: 124/124 pass
2026-06-20 16:59:22 -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 d4a142aa83 feat(frontend): add ClaimState enum + Match/Unmatched types 2026-06-19 23:45:11 -06:00
Tyler d0411b8186 fix(store): spec compliance fixes per review 2026-06-19 19:13:52 -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