Commit Graph

94 Commits

Author SHA1 Message Date
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
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 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
Nora 3ba5ca0849 feat(sp23): live-verification fixes from end-to-end bring-up
After the 8-commit SP23 implementation landed, kicking the tires on
`docker compose build && docker compose up -d` (the gated DOCKER_TESTS=1
live test) surfaced five real bugs that don't show up in unit tests:

1. Backend wheel was built from the stub `__init__.py`, not the real
   source. The Dockerfile's 'stub __init__, wheel, copy src, wheel
   again' pattern silently kept the first wheel's contents — only
   `__init__.py` got re-stubbed. The installed package had an empty
   `__init__.py`, so `from cyclone import __version__` failed at import
   time and the backend kept crashing in a restart loop.
   Fix: single `COPY src/` + single `pip wheel`. Comment explains
   why the stub trick is gone for good.

2. Backend binds to 127.0.0.1 (intentional — local-only by design,
   see CLAUDE.md). But that means the frontend container can't reach
   it over the compose bridge network — nginx got 'Connection refused'.
   Fix: `CYCLONE_HOST` env var, defaults to 127.0.0.1 (preserves local
   posture for non-Docker runs), set to 0.0.0.0 by the docker-compose
   backend service. Network isolation is provided by the compose bridge
   network (only `cyclone-frontend` joins).

3. Healthcheck probed `/api/healthz` (404 — the route is `/api/health`).
   Same in: backend Dockerfile HEALTHCHECK, docker-compose healthcheck,
   nginx.conf doesn't have one (frontend proxies through), RUNBOOK.md,
   scripts/post-deploy.sh, scripts/smoke.sh.
   Fix: `/api/healthz` → `/api/health` everywhere SP23 owns.

4. The auth matrix in `cyclone.auth.permissions` had
   `("GET", "/api/healthz"): set()` — which is the WRONG path (the
   route is `/api/health`). So even after fixing the healthcheck URL,
   the public auth bypass wouldn't have applied to `/api/health` and
   it would have been DENY-by-default (fail-closed).
   Fix: matrix entry updated to `/api/health`.

5. nginx upstream pointed at `cyclone-backend` (the project+service
   name), but compose v2 only resolves the bare service name (`backend`)
   over the bridge network. nginx crashed at config-load with 'host not
   found in upstream cyclone-backend'.
   Fix: `cyclone-backend:8000` → `backend:8000` in nginx.conf + spec
   + plan.

6. Frontend HEALTHCHECK used `http://localhost:8080/`. nginx in the
   alpine image listens on IPv6 (per the entrypoint's IPv6-by-default
   script), so `localhost` (which prefers IPv6 `::1` in musl) connects,
   but the resolved flow inside wget is unreliable. `127.0.0.1` works.
   Fix: HEALTHCHECK uses `http://127.0.0.1:8080/`.

Also moves `frontend/Dockerfile` → `Dockerfile.frontend` and
`frontend/nginx.conf` → `nginx.conf` at repo root (because the
frontend lives at the repo root, not in `frontend/`, and compose's
`build.context: .` needs them at the same root as compose.yml).
The frontend's pre-existing `.dockerignore` was empty/unused, so it's
dropped — the root `.dockerignore` covers it.

Adds `docker-compose.override.yml` for local bring-up testing on a
host without sudo. Production uses `/etc/cyclone/secrets/` directly.

Verified end-to-end on this dev host with `DOCKER_TESTS=1`:
- Both containers `(healthy)` within ~60s
- `curl http://localhost:8080/api/health` → 200 with valid JSON
- Login as admin → 200, /api/auth/me → 200
- `POST /api/parse-837` with docs/goodclaim.x12 → 200, batch created
- Full backend test suite: 1014 passed, 9 skipped (prodfiles gitignored)
2026-06-23 17:53:16 -06:00
Cyclone 364e5d7497 docs(plan): SP23 Ubuntu Docker Deployment implementation plan
12 tasks from worktree bootstrap through single-atomic-merge into main. Backend Dockerfile (multi-stage python:3.11-slim-bookworm + sqlcipher + non-root + healthcheck), frontend Dockerfile (multi-stage node:20-alpine build + nginx:1.27-alpine runtime), docker-compose.yml at repo root with two services + named volumes + Docker secrets, scripts/{cyclone-init,post-deploy,smoke}.sh, RUNBOOK.md, tests/test_docker.py (compose config + Dockerfile parse + optional live bring-up), and a small auth bootstrap extension to read CYCLONE_ADMIN_*_FILE for Docker-secret compatibility. Closes the SP23 spec; see spec section 1.1 for what auth is reused from main vs. what SP23 actually adds.
2026-06-23 17:21:34 -06:00
Cyclone 35c561de20 docs(spec): mark SP23 approved and reconcile with auth on main
Auth landed in main on 2026-06-23 (migrations 0013/0014, cyclone.auth package, bcrypt + matrix_gate, Login.tsx + AuthProvider + RoleGate, CYCLONE_AUTH_DISABLED escape hatch). The original draft was written 2026-06-22 and proposed argon2id, admin/operator/viewer roles, a fresh migration 0012, and an inline require_role dependency. All of that is already in main. Add a 1.1 Delta vs. main section and switch role names from operator to user to match cyclone.auth.permissions.Role.
2026-06-23 17:20:04 -06:00
Tyler 00f11f84b6 feat(sp24): align CLAUDE.md + REQUIREMENTS.md + ARCHITECTURE.md with auth work + AUTH_DISABLED WARNING
Replaces every stale 'no auth' / 'no authentication' / 'no second party to
authenticate' claim in the three top-level docs with the v1 posture: the
auth boundary is HTTP (bcrypt + HttpOnly session cookie; first admin
bootstrapped from CYCLONE_ADMIN_USERNAME + CYCLONE_ADMIN_PASSWORD env
vars); the file-system posture (SQLCipher at rest, macOS Keychain) is
unchanged; the threat model is still a stolen/imaged drive.

Closes requirements §11 R-1 (was Open; now Closed by SP24 — auth shipped
via the origin/main merge on 2026-06-23, SP24 reconciled the docs).

Also:
- backend/src/cyclone/__main__.py — emit WARNING when AUTH_DISABLED is
  True at boot so a misconfigured production deploy fails loudly
- §6.1 migrations table in ARCHITECTURE.md — list 0013 (auth_users_and_
  sessions) and 0014 (audit_log_user_id) with the renumbering note
- §4.2 module map — add the cyclone.auth.* package
- Three skills addenda: cyclone-tests (AUTH_DISABLED conftest bypass is
  mandatory context), cyclone-api-router (every router needs
  Depends(matrix_gate)), cyclone-spec (spec template threat-model is now
  auth-aware)

This also tracks CLAUDE.md in git for the first time (was previously
untracked; the SP24 doc updates are in scope for the increment).

Spec: docs/superpowers/specs/2026-06-23-cyclone-auth-posture-alignment-design.md
Plan: docs/superpowers/plans/2026-06-23-cyclone-auth-posture-alignment.md
2026-06-23 14:49:31 -06:00
Tyler d294b8bbed docs(plan): SP24 — auth posture alignment implementation plan
Plan covers the docs-only reconciliation between the auth work that landed
in main on 2026-06-23 and the three top-level docs (CLAUDE.md, docs/
REQUIREMENTS.md, docs/ARCHITECTURE.md). Includes a 6-line __main__.py edit
for the AUTH_DISABLED startup WARNING and one-paragraph addenda to the
cyclone-tests / cyclone-api-router / cyclone-spec skills.

Spec: docs/superpowers/specs/2026-06-23-cyclone-auth-posture-alignment-design.md
2026-06-23 14:49:26 -06:00
Tyler 9e595503b7 docs(spec): SP24 — align docs and decisions with the auth work in main
The auth-merge that landed on 2026-06-23 (14 commits, a25504b..39ae988)
adds real auth: User/Session models, bcrypt, matrix_gate, AUTH_DISABLED,
a login router, RBAC on every existing endpoint, and a RequireAuth
guard on the React shell. But CLAUDE.md, docs/REQUIREMENTS.md, and
docs/ARCHITECTURE.md (all added/updated on the css-reduction branch)
still describe the pre-auth "no auth, local-only, single operator,
single host" posture. The doc/code divergence is real and would
confuse anyone reading the docs.

This is the spec for SP24 — the alignment. It is intentionally a
docs/skills-only SP: no schema, no role, no gate changes. The plan
section enumerates the doc lines to update; the implementation step
sweeps the markdown for residual "no auth" claims.

Draft, awaiting user sign-off per the SP-N spec flow.
2026-06-23 14:49:21 -06:00
Nora d552d3d3ec docs(plan): auth implementation plan — 29 tasks, ~40 files 2026-06-22 15:32:45 -06:00
Nora 42a826cb73 docs(spec): auth (admin/user/viewer) design — sessions, RBAC, login flow 2026-06-22 15:32:45 -06:00
cyclone 35298907bc docs(spec): add Ubuntu Docker deployment design
Production deployment of Cyclone on a single Ubuntu Linux server:
- Two-container Docker Compose (backend + nginx frontend)
- App-layer auth: username/password, argon2id, session cookies
- 3 fixed roles: admin / operator / viewer with documented action matrix
- SQLCipher encryption at rest, key as Docker secret
- Existing BackupService autostarts (24h interval, 14-day retention)
- LAN-only bind, single operator, VPN for outside access
- Manual update via 'docker compose pull', env-var rollback
- SFTP stays stub (download ZIP + MFT UI); listed as v2

Builds on the parent 2026-06-19 production-readiness spec which
shipped local-only in-memory store + react-query wiring.
2026-06-22 10:43:26 -06:00
Tyler 7290cac643 plan+spec: add migration 0014 to relax PKs; renumber plan Task 1.3 -> 1.4
The implementer caught that claims.id is a single-column PK, which
prevents the same CLM01 from existing in multiple batches. That
makes the spec's pre-flight 409 workflow unreachable and resubmits
impossible. Migration 0014 relaxes the PKs to composite (batch_id,
id) on both claims and remittances, and updates all FKs that
referenced the old single-column PK. Task 1.3 in the plan is now
the migration; the previous Task 1.3 (helper tightening) is
renumbered to Task 1.4 and will run after 0014 lands.
2026-06-21 18:09:06 -06:00
Tyler 5e8c7b11ea plan: parse-decide workflow implementation for 837/835 upload dedup 2026-06-21 17:53:21 -06:00
Tyler 9c0cec8f0c spec: parse-then-decide workflow for 837/835 upload dedup 2026-06-21 17:47:03 -06:00
Tyler b606e8c9a2 plan: drop claims UNIQUE + 409 UX implementation plan 2026-06-21 17:02:10 -06:00
Tyler ac709c07c3 spec: self-review fixes (explicit claim_id arg, defer_foreign_keys) 2026-06-21 16:58:50 -06:00
Tyler 3f672d5db3 spec: drop claims UNIQUE constraint + 409 UX 2026-06-21 16:54:07 -06:00
Tyler c0b7924aad docs(sp22): drop speculative uv.lock note from deviations 2026-06-21 16:28:24 -06:00
Tyler ebd2834cc4 docs(sp22): backfill plan with 10 as-built deviations
The implementation shipped with 10 inline bug fixes that weren't reflected
in the original plan document. This commit updates the plan so it
matches the as-built code and adds a summary table near the top so a
future reader of the plan knows what was adjusted and why.

- Bug 1a: AckTimeoutError.__init__ signature widened from int to float
  plus adds self.phase attribute for report remediation hints.
- Bug 1b: wait_for passes timeout_s through without int() round-trip.
- Bug 2: Markdown table assertion updated to match the actual format.
- Bug 3: Added ## Remediation section to write_report_md for soft/hard fails.
- Bug 4: 835 expected-by text now says 'typically the following Monday'.
- Bug 5: Removed bogus HealthSnapshot import in test_pipeline.py.
- Bug 6: All phase tests wrapped in 'async with CyclonePipeline(...) as p:'.
- Bug 7: Playwright + UploadPage imports moved to module level in pipeline.py.
- Bug 8: Added _phase_records_to_results() helper for PhaseRecord→PhaseResult.
- Bug 9: Resume test uses _make_stub factory so stubs append to completed_phases.
- Bug 10: CLI uses context_settings={'allow_interspersed_args': True}.
2026-06-21 16:28:07 -06:00
Tyler 9133baa070 plan(SP22): Task 7 — replace assert with RuntimeError in list_*_acks methods 2026-06-21 13:56:14 -06:00
Tyler 646d00adde plan(SP22): Task 6 — apply Task 4/5 fixes (4xx terminal, RuntimeError, retry logging) preemptively 2026-06-21 13:51:42 -06:00
Tyler f6f821e082 plan(SP22): Task 5 — add test_parse_837_does_not_retry_on_5xx to spec (locks in dedup-safety contract) 2026-06-21 13:50:51 -06:00
Tyler 3e00fb3f63 plan(SP22): Task 5 — apply Task 4 fixes (4xx terminal, RuntimeError) to list_claims and parse_837 2026-06-21 13:43:37 -06:00