Commit Graph

128 Commits

Author SHA1 Message Date
Nora 01e5ee781e docs: 2026-07-07 dashboard mess postmortem (SP25 follow-up) 2026-07-07 14:35:10 -06:00
Nora 0ccc396e5e feat(sp25): read-side defensive stub for synthetic-batch rows 2026-07-07 14:29:56 -06:00
Nora c8f5af3ba5 docs(plan): implementation plan for SP25 orphan data recovery (Step 1) 2026-07-07 14:18:22 -06:00
Nora fa034b1cd7 docs(spec): design for SP25 orphan data recovery (Step 1) 2026-07-07 14:18:22 -06:00
Nora 07ea7ca1d6 fix(sp38): restore per-kind control_number in find_ack_orphans + review cleanups
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.
2026-07-07 13:11:29 -06:00
Nora 76923a79f5 docs(sp38): RUNBOOK entry for orphan-ack housekeeping
Implements task 6 of
docs/superpowers/plans/2026-07-07-cyclone-orphan-ack-housekeeping.md.

Adds 'Known historical drift — the 804 orphan 999s' section under
the existing operator-triage content. Covers:

  - What the orphans are (real production 999s whose source 837s
    predate the current DB snapshot; valid audit history that
    cannot be auto-linked)
  - Why they cannot be auto-linked (source 837s were transmitted
    to HPE and never came back; Cyclone is downstream and does
    not retain copies of outbound 837s)
  - Triage path via the Inbox AckOrphansLane (already working
    as of SP37-followup 893a662)
  - Optional synthetic-batch seeding via 'cyclone ack-orphans
    reconcile' (one-shot, idempotent, --dry-run available)
  - 'cyclone ack-orphans status' for the per-ST02 breakdown

Explicitly calls out what the housekeeping is NOT:
  - Not a backfill (no claims rows are synthesized)
  - Not auto-runnable (operator-invoked only)
  - Not a deletion (orphans are valid audit history)

References the SP38 spec and plan for the design rationale.
2026-07-07 12:53:51 -06:00
Nora 8890627014 docs(plan): SP38 orphan-ack housekeeping plan
Implements docs/superpowers/specs/2026-07-07-cyclone-orphan-ack-housekeeping-design.md.

Seven tasks, all TDD-shaped (RED test first, then implementation):

  Task 1: Extract _iter_orphan_st02s() helper from find_ack_orphans
          (refactor; no behavior change; existing tests must stay green)
  Task 2: Add find_ack_orphan_st02_summary() to CycloneStore facade
          (RED: test_summary_returns_per_st02_counts)
  Task 3: Add reconcile_orphan_st02s() to CycloneStore
          (RED: test_reconcile_is_idempotent + sentinel + dry-run)
  Task 4: Add 'cyclone ack-orphans status' CLI subcommand
          (RED: test_status_prints_table via CliRunner)
  Task 5: Add 'cyclone ack-orphans reconcile' CLI subcommand
          (RED: test_reconcile_creates_synthetic_batches + idempotent)
  Task 6: Add RUNBOOK.md 'Known historical drift' section
  Task 7: Full pytest + live CLI verification + autoreview + commits

Per cyclone-spec, commits are feat(sp38): ... for implementation
work and the final merge commit is 'merge: SP38 orphan-ack
housekeeping into main'. No schema migration; no UI change; no
auto-runnable reconcile.
2026-07-07 12:38:07 -06:00
Nora d776a4a7ec docs(spec): design for SP38 orphan-ack housekeeping
Adds docs/superpowers/specs/2026-07-07-cyclone-orphan-ack-housekeeping-design.md.

The current cyclone.db holds 805 ack rows, 804 of which are unresolved
orphans — 999s whose source 837 batches pre-date the current DB
snapshot and were never re-ingested. Investigation on 2026-07-07
confirmed the source 837s are not recoverable (Clearinghouse does not
echo them back; only the 999s were preserved in ingest/ + SFTP
staging). SP37's canonical submit-batch flow already captures ST02
going forward, so the orphan count stays flat — not a forward-looking
bug, just historical drift.

This SP captures that situation and adds housekeeping around it:

  - RUNBOOK.md entry under 'Known historical drift' explaining the
    root cause and the operator's triage path (Inbox AckOrphansLane,
    which now works as of SP37-followup 893a662).
  - 'cyclone ack-orphans status' CLI: distinct orphan ST02s + ack
    count per ST02 + total.
  - 'cyclone ack-orphans reconcile' CLI: one-shot, idempotent
    synthetic-batch seeder. Marks synthetic rows with
    input_filename '<synthetic:orphan-reconcile>' so they're
    distinguishable in queries and the codebase can grep the
    sentinel.

No UI change, no auto-runnable reconcile, no schema migration, no
attempt to backfill claim rows for the orphan ST02s (the source
data is gone). Per the canonical SP-N spec template, header is
'Draft, awaiting user sign-off' until the plan is signed off.

Branch: sp38-orphan-ack-housekeeping (off main, ahead by 893a662).
Next step: plan at docs/superpowers/plans/2026-07-07-cyclone-orphan-ack-housekeeping.md.
2026-07-07 12:37:24 -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 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 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 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 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
Nora dae7749464 docs(plan): SP33 Co TXIX payer fix implementation 2026-07-02 20:22:17 -06:00
Nora 2e7ad471e0 docs(spec): SP33 CO TXIX payer fix design 2026-07-02 20:20:01 -06:00
Nora 15c85300f6 docs(spec): SP32 align D7 with --file/--input-dir backfill design 2026-07-02 17:18:51 -06:00
Nora 055b4ae30e docs(spec): SP32 align test list with single-NPI-per-Remit design 2026-07-02 17:04:47 -06:00
Nora 4363b4fe41 docs(plan): SP32 rendering & service-provider NPI extraction 2026-07-02 16:52:32 -06:00
Nora d44948cb90 docs(spec): SP32 update D10/testing for single-NPI per Remit 2026-07-02 16:51:18 -06:00
Nora 9e2dde6ddb docs(spec): SP32 simplify D4/D6 — single-NPI per Remit, no comma-aggregation 2026-07-02 16:51:12 -06:00
Nora 2d40fbbcbb docs(spec): SP32 rendering & service-provider NPI extraction 2026-07-02 16:43:14 -06:00
Nora 6624a0bafd docs(plan): SP31 835 strict content-match auto-link 2026-07-02 14:56:43 -06:00
Nora a12104fb0f docs(spec): SP31 835 strict content-match auto-link 2026-07-02 14:53:48 -06:00
Nora bde3060e9e docs(spec,plan): SP30 Dashboard Recent batches widget 2026-07-02 14:08:30 -06:00
Nora 9cc13e7940 docs(spec,plan): SP29 Inbox 999-rejected drill 2026-07-02 13:06:21 -06:00
Nora 37caf6af77 docs(plan): SP28 follow-up notes — Batch.kind fix + one-time backfill 2026-07-02 12:31:37 -06:00
Nora 9d11ffcd8a docs(plan): SP28 deviations log — 4 backend + 5 frontend post-impl notes
Backend: helpers return dataclasses instead of inserting directly (preserves
publish-from-store contract); handlers commit work session before calling
cycl_store.add_claim_ack (SQLite single-writer); batch_envelope_index
accepts dict OR callable; link_manual returns ClaimAckLinkRow.

Frontend: TA1 row shape in Inbox lane; cross-page nav via useNavigate;
TA1 column header 'Batches' (not 'Claims'); ack-orphans lane position
between payer_rejected and candidates; fmt.usd instead of fmt.money
in MatchedClaimPanel.

Confirmed test baselines: backend 1210/10/6-err/1-fail = pre-SP28;
frontend 580 pass / 5 fail = pre-SP28. No new failures introduced.
46 files changed, +6,467/-22.
2026-07-02 12:05:45 -06:00
Nora ec87f98f02 docs(spec): SP28 D10 — two-pass join via Batch.envelope.control_number
The original SP28 spec assumed `Claim.patient_control_number == 999.set_control_number`.
Empirically that's wrong: Gainwell's 999 echoes the source 837's ST02, not its
CLM01, and TOC's billing software fills them differently. Measured against
prod on 2026-07-02: the PCN join matches 0 / 1,398 acks.

Fix: two-pass join. Primary is `Batch.envelope.control_number (== 837 ST02)
→ claims via batch_id`; fallback is `Claim.patient_control_number` (for
senders that fill CLM01 == ST02). Coverage after fix: 727 / 1,398 (52%);
the remaining 671 are real orphans (ST02=0001 placeholder, no matching 837
batch in our DB).

Spec adds D10 + a critical-correction paragraph at the top of §1. Plan
gains the `lookup_claims_for_ack_set_response` pure helper, the
`batch_envelope_index()` store method, and three new tests covering the
two-pass join + the false-positive guard + the one-ack-to-many case.
2026-07-02 11:16:53 -06:00
Nora 999a762c86 docs(plan): SP28 ack-claim auto-link implementation plan 2026-07-02 10:32:17 -06:00
Nora 53a8c77cb8 docs(spec): SP28 ack-claim auto-link design 2026-07-02 10:30:52 -06:00
cyclone d8c03fde3f docs(plan): plan for SP25 ack live-tail 2026-07-02 08:34:54 -06:00
cyclone 014e02ad42 docs(spec): design for SP25 ack live-tail 2026-07-02 08:30:39 -06:00
Nora 9644db8c51 docs(plan): resume SP21 store split — 14 modules, function-name refs (no line numbers)
Fresh plan that supersedes the 2026-06-21 line-number-anchored plan.
Reflects the resumed state: store.py at 2,995 LOC, 14 target modules,
1,176/1/10 test baseline, 3 new symbols to extract (dashboard_kpis +
_claim_state_str → kpis.py; check_matched_pair_drift → claim_detail.py),
3 private-helper re-exports (added _persist_835_remit + _remittance_835_row
discovered during the audit).

Per-task code copies dropped in favor of function-name references +
read-store.py guidance — the line numbers in the original plan are
inherently stale against a 2,995-LOC file under active development.

The original 2026-06-21 plan is preserved on disk as historical record
of the design conversation.
2026-06-29 14:47:54 -06:00
Nora fbe7b2358d docs(spec): resume SP21 store split — 14 modules, 3 SP27 symbols, 3 private-helper re-exports
Update the 2026-06-21 approved spec with the post-SP27 reality:
store.py grew 2,412 → 2,995 LOC. Three new top-level symbols
(dashboard_kpis, _claim_state_str, check_matched_pair_drift) get
slotted into the new kpis.py and claim_detail.py. Three private
helpers (the original _claim_status_from_validation + the newly-
discovered _persist_835_remit and _remittance_835_row) are re-
exported from the facade to preserve the 4 test files that
import them. Branch bumped to sp21-store-split per SP-N convention.

All previously-locked Decisions are preserved verbatim.
2026-06-29 14:44:21 -06:00
Nora 9d8f83d111 docs(plan): implementation plan for SP27 remittances architecture refactor
17 tasks: 1 preflight + 4 handler extracts (999/TA1/277CA/835) +
helpers dedup + INBOUND_RE loosen + SFTP timeouts + status surface +
atomic 835/reconcile + match invariants + chain endpoint +
claim.rejected_after_remit + frontend chain UI + final verify + merge.

Each task ends with live-test + autoreview + commit. Spec:
docs/superpowers/specs/2026-06-29-cyclone-remittances-architecture-refactor-design.md
2026-06-29 09:59:53 -06:00
Nora 454c3598b1 docs(spec): design for SP27 remittances architecture refactor
Tier 1: split scheduler.py into handlers/ subpackage, dedup helpers,
loosen INBOUND_RE, add SFTP operation timeouts, surface SFTP errors
in Scheduler.status().

Tier 2: unify 835 ingest + reconciliation into one critical section,
add GET /api/claims/{id}/chain, guard matched_remittance_id ↔
Remittance.claim_id invariant, emit claim.rejected_after_remit audit
when a 277CA rejection hits a matched claim.

Status: Draft, awaiting user sign-off.
2026-06-29 09:54:33 -06:00
Nora dd7da18279 fix(sftp): swap inbound/outbound paths — FromHPE is inbound, ToHPE is outbound
The dzinesco SP9 seed had `paths.inbound` and `paths.outbound` mapped to
the wrong Gainwell MFT directories:

  - paths.outbound  was  FromHPE/   (HPE sends files FROM here TO us — inbound)
  - paths.inbound   was  ToHPE/     (we send files TO here — outbound)

So `/api/clearhouse/submit` was writing 837P claims to FromHPE (where
HPE puts acks/835s) and the SP16 scheduler was polling ToHPE (where our
claims go). 999 / TA1 / 835 files in the real FromHPE inbox were
unreachable.

Semantics per operator (2026-06-24):
  - FromHPE = HPE/Gainwell → us  = 999, TA1, 835  (inbound)
  - ToHPE   = us → HPE/Gainwell = 837P claims    (outbound)

**Runtime code (the actual fix):**
  - backend/src/cyclone/store.py            — SP9 seed paths flipped
  - backend/src/cyclone/edi/filenames.py    — docstring corrected

**Test fixtures + assertions (would otherwise fail on the new seed):**
  - backend/tests/test_clearhouse_api.py
  - backend/tests/test_providers_seed.py
  - backend/tests/test_sftp_stub.py        — incl. inbound dir paths
  - backend/tests/test_sftp_paramiko.py
  - backend/tests/test_store_update_clearhouse.py
  - backend/tests/test_api_clearhouse_patch.py
  - backend/tests/test_scheduler.py
  - backend/tests/test_api_scheduler.py

**Docs (text-only — keeps the codebase self-consistent):**
  - README.md
  - docs/reference/co-medicaid.md
  - docs/superpowers/specs/2026-06-20-cyclone-multi-payer-npi-sftp-design.md

**Operator action required after merge:** the existing clearhouse row in
`~/.local/share/cyclone/cyclone.db` was seeded with the old wrong
paths. Easiest recovery:
  1. `rm ~/.local/share/cyclone/cyclone.db` and let `ensure_clearhouse_seeded` re-run on next boot, OR
  2. PATCH /api/clearhouse with the new `paths` block (the SP25
     reconfigure hook picks it up live, including by the running scheduler).

**Verification:**
  - 82 tests in the affected files pass (test_clearhouse_api, test_providers_seed,
    test_sftp_stub, test_sftp_paramiko, test_store_update_clearhouse,
    test_api_clearhouse_patch, test_scheduler, test_api_scheduler, test_filenames).
  - Full backend suite: 1029 pass + 36 pre-existing order-dependent flakes
    unrelated to this change (verified by running the same tests in isolation).
2026-06-24 22:05:55 -06:00
tyler b7be9f38bc merge: SP25 + SP26 SFTP polling + secret-file lookup into Version-1.0.0
Bring the SP25 SFTP Polling Enablement (PATCH /api/clearhouse,
scheduler hot-reload, env-var-first secret lookup) and SP26
SFTP Password File Companion (Docker secret _FILE tier) onto
the v1.0.0 release branch so the production stack can actually
flip the Gainwell MFT poll from stub → real.

Conflict resolved in docker-compose.yml: kept both the SP26
CYCLONE_SFTP_PASSWORD_FILE env var and the new 'Always bind
to 0.0.0.0' comment.
2026-06-24 18:09:32 -06:00
tyler edca04868d feat: always bind to 0.0.0.0
Reachability is controlled by the host firewall / compose port
publishing, not the bind address. Backend, compose, and docs all
now default to 0.0.0.0 so the API is reachable from the frontend
container, the host, and the LAN without per-env overrides.

Files:
- backend/src/cyclone/__main__.py: default host = 0.0.0.0
- docker-compose.yml: refresh the comment to match the new posture
- CLAUDE.md / README.md / docs/ARCHITECTURE.md / docs/REQUIREMENTS.md:
  reframe the bind note accordingly
2026-06-24 17:40:18 -06:00
Nora 3c907d17e9 docs(sp26): RUNBOOK — CYCLONE_SFTP_PASSWORD_FILE row + Docker variant 2026-06-24 16:08:12 -06:00
Nora 3075955826 docs(plan): SP26 SFTP Password File Companion — implementation plan 2026-06-24 16:03:51 -06:00
Nora 5b4c1513b6 docs(spec): SP26 SFTP Password File Companion — initial design 2026-06-24 15:52:19 -06:00
Nora 13a3e7c334 docs(sp25): RUNBOOK.md — enable SFTP polling for real Gainwell MFT 2026-06-24 15:38:35 -06:00
Nora 9fda46b891 docs(plan): SP25 SFTP Polling Enablement — implementation plan 2026-06-24 15:28:54 -06:00
Nora 7d2000ec31 docs(spec): SP25 SFTP Polling Enablement — initial design 2026-06-24 15:25:20 -06:00
Nora 5334646992 docs(plan): SP23 — record live verification results
Appends a 'Live verification' section to the plan with the six bugs
the live bring-up surfaced + their fixes, and the end-to-end smoke
results (login, /api/auth/me, /api/parse-837 with a real 837P,
full test suite 1026 passed).
2026-06-23 17:55:54 -06:00