- backend: GET /api/batches now returns acceptedCount/rejectedCount/
pendingCount/billedTotal/topRejectionReason/hasProblem per item
(one GROUP BY query + one ordered scan, no N+1)
- backend: 2 tests pin the 837p full-bucket case + the 835 zero case
- frontend: BatchSummary extended with 6 optional fields
(backwards compat preserved)
- frontend: new RecentBatchesWidget renders one row per batch with
status icon + billed total + accepted count + top rejection reason
- frontend: 837p rows show $ total + 'N/M accepted'; 835 rows show
payment count (Remittance has no batch-level total_charge)
- frontend: full-width row between KPI tiles and Activity on the
Dashboard; click navigates to /batches?batch=ID
- frontend: 3 component tests cover empty/clean/problem/835 branches
The 837 ingest path (_claim_837_row in store.py:194) populated
Claim.patient_control_number from claim.subscriber.member_id — the
subscriber's 2010BA NM109 Medicaid ID — instead of from
claim.claim_id (CLM01, the claim submitter's identifier the 837
actually sent).
That silently broke every downstream join that uses this column as a
cross-reference key:
* reconcile.match() (reconcile.py:74) — joins
Claim.patient_control_number against
Remittance.payer_claim_control_number (which is parsed from CLP01,
the 835's echo of CLM01 per X12 spec). Member_id never matches
CLP01, so auto-match always fails.
* apply_999_rejections — same lookup, same broken key.
* apply_277ca_rejections — same lookup, same broken key.
* scoring.score_pair — same broken key.
Live DB probe (1,739 remits, 337 claims):
* Claim.id == Remit.payer_claim_control_number → 0 matches
* Claim.patient_control_number == Remit.payer_claim_control_number
→ 9 matches (substring coincidences; synthetic PCN strings share
alphanumeric characters with the human-readable member_ids)
* Claim.matched_remittance_id NOT NULL → 0 claims
This commit changes _claim_837_row to write
Claim.patient_control_number = claim.claim_id (= CLM01). The
reconcile matcher's existing join now hits the row the 835 echoes
back. Companion migration 0017 backfills the 337 pre-fix rows so
they're on equal footing with new ingests (UPDATE claims SET
patient_control_number = id WHERE patient_control_number IS DISTINCT
FROM id — idempotent).
Tests:
* 2 new RED→GREEN tests in test_store_reconcile.py:
- test_837_ingest_populates_patient_control_number_from_claim_id
pins the field semantics directly
- test_837_then_835_with_echoed_pcn_auto_pairs proves the full
end-to-end auto-match now fires
* 3 existing manual_match tests that relied on the bug (had setup
using member_id != claim_id to deliberately prevent auto-match)
updated to use distinct PCNs explicitly so the tests still
exercise the manual-match path with a real orphan pair.
* 3 store_claim_detail / api_gets tests adjusted for the same
reason.
Verified: 1,176 / 1,177 backend tests pass; the one failure is the
pre-existing flake in test_provider_extended_response.py noted before
this work started.
Caveat for the existing dev DB: the 1,739 remits already in the DB
were ingested from 835 fixtures whose CLP01 is a different synthetic
identifier than the 837's CLM01 (the test fixtures never echoed
CLM01 — a fixture-data limitation, not a code bug). After this fix,
new 837+835 ingest pairs whose payer echoes CLM01 in CLP01 will
auto-match as expected. The pre-existing 1,739 remits will continue
to land in the unmatched bucket; that can only be fixed by
regenerating the test fixtures (out of scope for this SP).
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.
The P2 subagent shipped a UI chevron+expansion in Remittances.tsx that
read adjustments from the list payload, but iter_remittances() didn't
include the CasAdjustment rows. Result: the expansion was always empty
when a remittance was opened from the list (the detail endpoint worked).
Fix: bulk-fetch all CasAdjustment rows for the remittance_ids in one
query, then attach them as the 'adjustments' array. N+1-free.
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.
Nora
Tyler