92 Commits

Author SHA1 Message Date
Tyler 22720168c4 test(claims): wrap page in DrillStackProvider, switch to DrillDrawerHeader testids
Phase 5 Task 5.8 (PartiesGrid) and 5.9 (ValidationPanel) added useDrillStack()
calls, so Claims.test.tsx needs a DrillStackProvider wrapper around the
page render to keep the hook happy. Task 5.10 refactored the ClaimDrawer
header onto the shared DrillDrawerHeader, so the deep-link and close-button
tests need to find the title via <h2> and the close button via
aria-label='Close drawer' instead of the now-removed header-id /
header-close testids.

Without this fix the page-level Claims tests report 3 failures
(deep link, URL clear after close, ?-mark with drawer closed) that
were not failing on the Phase 4 base (9a313d2).
2026-06-21 18:10:43 -06:00
Tyler 1c0d855b8e refactor(claim-drawer): mount on shared DrillDrawerHeader shell 2026-06-21 18:10:43 -06:00
Tyler 8db5db7610 feat(claim-drawer): validation rule opens peek with rule catalog 2026-06-21 18:10:43 -06:00
Tyler 786ead8c94 feat(claim-drawer): payer name opens PeekModal on top of drawer 2026-06-21 18:10:43 -06:00
Tyler 6c773c1159 feat(upload): streamed claim cards offer drill to persisted entity 2026-06-21 18:10:43 -06:00
Tyler 5c7e9b6168 feat(batch-diff): claim ids drillable to /claims?claim=ID 2026-06-21 18:10:43 -06:00
Tyler ac87ed4908 feat(reconciliation): card body drillable, select button split 2026-06-21 18:10:43 -06:00
Tyler 4a8ce1a524 feat(inbox): rejected + payer_rejected + done_today rows drillable 2026-06-21 18:10:43 -06:00
Tyler 5053a1ea8e feat(acks): row click opens AckDrawer 2026-06-21 18:10:43 -06:00
Tyler 33fa899217 feat(drill): AckDrawer with header + segment status list 2026-06-21 18:10:43 -06:00
Tyler 6fdbceefc2 feat(drill): useAckDrawerUrlState — ?ack= URL sync 2026-06-21 18:10:43 -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 9a313d2c1b feat(activity): remit_received events drill to RemitDrawer 2026-06-21 17:19:31 -06:00
Tyler 2eb61f16ff feat(reconciliation): candidate rows drill to RemitDrawer or ClaimDrawer 2026-06-21 17:19:31 -06:00
Tyler 12c2913ba1 feat(batchdiff): remit rows drill to RemitDrawer 2026-06-21 17:19:31 -06:00
Tyler 54440da2cd feat(inbox): candidates + unmatched rows drill to RemitDrawer or ClaimDrawer 2026-06-21 17:19:31 -06:00
Tyler 7427838292 feat(remits): row click opens RemitDrawer (replaces inline CAS expand) 2026-06-21 17:19:31 -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 08e83da91d feat(drill): ProviderDrawer — Claims + Activity tabs from extended /providers/{npi} 2026-06-21 16:56:36 -06:00
Tyler 3f672d5db3 spec: drop claims UNIQUE constraint + 409 UX 2026-06-21 16:54:07 -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 d15c04d983 feat(claims): provider cell drillable to /providers?provider=NPI 2026-06-21 16:41:15 -06:00
Tyler 980627b675 feat(providers): directory cards drillable — opens ProviderDrawer 2026-06-21 16:41:15 -06:00
Tyler 1db6b8841c fix(drill): ProviderDrawer quality pass — error branching, demo fallback, flex layout
Quality-fix iteration on 078c9ad. Resolves the 4 Important issues
flagged in the code review while preserving everything that's working.

Issue 1 — ProviderDrawer silently swallowed error states (infinite
skeleton on any failure). Now mirrors ClaimDrawer/RemitDrawer:
  - Destructure { data, isLoading, isError, error, refetch }
  - Compute errorKind = ApiError(404) → not_found, else → network
  - New ProviderDrawerError.tsx renders the right copy + retry/close
  - Body branches on errorKind → loading → data

Issue 2 — useProviderDetail did not match the useClaimDetail contract:
  - 404 retry guard (no retries on 404, <=3 on everything else)
  - Explicit typed return shape { data, isLoading, isError, error,
    refetch }
  - npi === null short-circuit after the useQuery call

Issue 3 — Provider drilldown was non-functional in demo mode. Added
the useSyncExternalStore fallback to useAppStore.providers (same
pattern as useProviders), gated by api.isConfigured. Unknown NPI in
demo mode surfaces via the error branch instead of an infinite
skeleton.

Issue 4 — Test was shape-only (1 case). Rewrote with vi.hoisted +
vi.fn() hook mock and 7 cases covering null/loading/404/network/
close/success/hook-call-shape.

Issue 5 — Replaced h-[calc(100%-64px)] with a flex layout
(flex h-full flex-col on DialogContent, flex h-full flex-col
overflow-y-auto on inner wrappers). Mirrors RemitDrawer's pattern;
no more coupling to DrillDrawerHeader's padding/font sizes.

Issue 7 — Removed the dead npi === null ? null : (...) wrapper
inside DialogContent; Dialog open={npi !== null} already gates it.

Issue 8 — Trailing newlines added across all touched + created files.

Self-review: tsc clean on changed files; drawer test suite 211/211
passing; full test suite 369/372 (3 pre-existing Inbox/Reconciliation
failures unchanged). ProviderDrawer now 7/7.
2026-06-21 16:41:15 -06:00
Tyler 0678e25de7 feat(drill): ProviderDrawer with Overview tab + DrillDrawerHeader shell 2026-06-21 16:41:15 -06:00
Tyler 5b3b8619e6 feat(drill): useProviderDrawerUrlState — provider drawer URL state (mirrors remit hook) 2026-06-21 16:41:15 -06:00
Tyler b6607b2009 feat(api): harden CORS and surface 500/409 errors with proper CORS headers
Three independent improvements that fix real browser-facing bugs:

1. CORS: allow 127.0.0.1:5173 in addition to localhost:5173. Both
   resolve to the same Vite dev server but CORS treats them as distinct
   origins, so tabs opened via the IP form silently break.
2. CORS: support CYCLONE_ALLOWED_ORIGINS env var (comma-separated) for
   LAN / staging hosts. The middleware reads it at module import.
3. Catch-all exception handler: returns JSON 500 with CORS headers
   instead of a bare Uvicorn text/plain response. Without this, any
   unhandled exception is misreported by browsers as a CORS error
   because the body can't be read without the allow-origin header.
4. IntegrityError → 409: when (batch_id, patient_control_number) is
   UNIQUE-constrained and a duplicate collides, return 409 with the
   batch id instead of letting the exception 500. Same problem as (3)
   for the most common ingest failure mode.

Tests added:
- test_cors_headers_present_for_loopback_ip
- test_cors_extra_origins_via_env (uses importlib.reload because the
  allow-list is built at module import)
2026-06-21 16:29:59 -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 888c99d848 docs: cross-link to cyclone-pipeline sibling project
Add a 'Pipeline automation agent' section under '## Dev' that
points operators to the sibling project at
/Users/openclaw/dev/cyclone-pipeline/. Add a 'Sub-project 22
(shipped)' entry to the roadmap so the new project is discoverable
from the cyclone README's release history.
2026-06-21 16:12:10 -06:00
Cyclone UI 388ea6e49b Refine Batch Diff page with hybrid dark/paper treatment
- Replace small header with editorial hero: massive 'Compare *batches.*'
  (clamp 48-80px serif, italic for 'batches.') + ghost 'DIFF' watermark
  + GitCompareArrows pill (837P/835/first vs second) + pick-a-batch hint
- Add torn-page fold with '↘ A → B ↙' label and 48-dot perforation
- Cream paper plane (max-w-[1280px] mx-auto) with paper-grain SVG and
  double-bordered title block: 'SHEET 01 · COMPARE TWO BATCHES' over
  'Compare them.' (clamp 48-96px) plus A→B wire indicator (blue A,
  amber B, paper-ink-3 placeholder)
- New Folio helper renders the § N + vertical-rl italic label; reused
  on the picks and diff sections
- § 01 The picks: BatchPicker gets a paper-toned card with side badge
  (A blue / B amber tinted square) and claim count, preserving the
  data-testid='diff-picker-{a,b}' and 'diff-picker-kind-{kind}' and
  'diff-picker-option-{id}' contracts
- § 02 The diff: conditional rendering (awaiting-picks dashed card,
  loading skeleton, not-found, error, empty diff, full diff view)
  with paper-toned wrappers
- BatchDiffView refactored to paper-toned chrome: SideMeta cards
  (warm surface, surface-ink text), SummaryCards → new DiffKpiTile
  helper (success/destructive/amber/ink accent rails with lucide
  icons), SectionTables → tone='paper' tables with cream header band
  and surface-ink text. All section/row/indicator testids preserved.
- Action footer: 'Comparing A with B.' italic note + Refresh / Clear
  picks buttons; paper-toned container, sits inside the paper plane
- Bottom footer: 'End of sheet 01 / Cyclone · Batch diff / A vs B
  or awaiting picks'

Round 11/11 — last page in the hybrid sweep.
2026-06-21 14:37:36 -06:00
Cyclone UI 736bf4d333 Refine Batches page with hybrid dark/paper treatment
- Add tone='paper' prop to shared Table/TableHeader/TableRow/TableHead/
  TableCell components; paper-toned chrome swaps dark muted/20 header
  for cream paper, dark hover for warm cream hover, dark selected for
  paper blue tint, muted-foreground text for surface-ink. Dark tone
  is the default and unchanged.
- Extend BatchesList with tone='paper' variant: cream hover, warm
  surface-ink text, paper-tinted open-row (blue tint + ring). Kind
  badge (text-sky-300 / text-amber-300 + data-testid) and row
  data-testid='batch-row-{id}' preserved for the test contract.
- Replace PageHeader with editorial hero: massive 'Parsed *batches.*'
  (clamp 48-80px serif, italic for 'batches.') + ghost 'PARSED'
  watermark + Files pill (837P/835/envelope) + tap-to-open hint
- Add torn-page fold with '↘ THE REGISTER ↙' label and 48-dot perforation
- Cream paper plane (max-w-[1280px] mx-auto) with paper-grain SVG and
  double-bordered title block: 'REGISTER · PARSED BATCHES' over
  'The register.' (clamp 48-96px) plus on-file count column
- Folio system: § 01 Vital signs (4 paper KPI tiles via new
  BatchesKpiTile: On file / 837P / 835 / Claims with ink/blue/amber/
  success accent rails and Icons from lucide), § 02 The register
  (paper-toned BatchesList)
- Error/Loading/Empty states wrapped in paper-toned containers
- Footer: 'End of register / Cyclone · Batches / N rows'

Round 10/11.
2026-06-21 14:34:26 -06:00
Tyler 7db5e448cd feat(dashboard): Recent denials row drillable to /claims?claim=ID 2026-06-21 14:28:49 -06:00
Tyler 5d6b5894f3 feat(dashboard): Top providers row drillable to /providers?provider=NPI 2026-06-21 14:28:49 -06:00
Tyler 88da3a6246 feat(dashboard): KPI tiles drillable — navigate to /claims with filter 2026-06-21 14:28:49 -06:00
Tyler 50dc0b2fb3 feat(drill): PayerPeekContent + usePayerSummary + api.getPayerSummary 2026-06-21 14:28:49 -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 50a454db59 feat(api): GET /api/payers/{payer_id}/summary with 60s cache + pubsub invalidation 2026-06-21 14:28:49 -06:00
Tyler 9129543f5d feat(drill): hover affordance CSS + App wrapped in DrillStackProvider 2026-06-21 14:28:49 -06:00
Tyler fb7a5c6d2e feat(drill): PeekModal — centered Radix Dialog with eyebrow + title 2026-06-21 14:28:49 -06:00
Tyler 7dd6a5d025 feat(drill): DrillableCell — hover-reveal button wrapper 2026-06-21 14:28:49 -06:00
Tyler be93dbff72 feat(drill): DrillStackProvider — zustand-backed peek stack with 2-level cap 2026-06-21 14:28:49 -06:00
Cyclone UI feb15bf48d Refine Acks page with hybrid dark/paper treatment
- Replace PageHeader with editorial hero: massive 'Acknowledgments, *received.*'
  (clamp 48-80px serif, italic) + ghost '999' watermark + ShieldCheck pill
  + ?-shortcut kbd hint
- Add torn-page fold with '↘ 999 REGISTER ↙' label and 48-dot perforation
- Cream paper plane (max-w-[1280px] mx-auto) with paper-grain SVG and
  double-bordered title block: 'REGISTER · 999 IMPLEMENTATION ACKS' over
  'The register.' (clamp 48-96px) plus on-file count column
- Folio system: § 01 Vital signs (4 paper KPI tiles via new AckKpiTile),
  § 02 The register (paper-toned Table with blue selected-row tint)
- Paper-toned AckCodeBadge (success/destructive/warning tints), paper-toned
  DownloadButton
- Error/Loading/Empty states wrapped in paper-toned containers
- Footer: 'End of register / Cyclone · 999 ACKs / N rows'

Round 9/11.
2026-06-21 14:27:16 -06:00
Tyler ff0985d244 Refine Inbox with editorial hero and paper-toned queue ledger
InboxHeader:
- Editorial dark hero replaces the 30px sticky header
- Massive 'Inbox.' (clamp 48-80px) with ghost amber 'TRIAGE' watermark
- Italic subtitle: 'Five lanes, one queue. N need eyes; N done today.'
- Right column: SUN JUN 21 / 14:15 / local
- Live status row: amber pulse + counts + date

Inbox page:
- Amber fold with '↘ FIVE LANES · ONE QUEUE ↙' between header and lanes
- Lanes stay dark (working surface preserved)
- New paper-toned Queue ledger panel below lanes:
  - Title block: 'The eye-flow, at a glance.' with need-eyes total
  - 5 paper tiles (Rejected / Payer rejected / Candidates / Unmatched / Done today)
  - Each tile shows lane accent dot + count + 'Clear'/'rows' chip
- Loading and error states now also use the new InboxHeader for consistency
- SummaryTile helper with paper-toned metric cards
2026-06-21 14:15:25 -06:00
Tyler 94990932f9 Refine Reconciliation page with hybrid dark/paper treatment
- Dark editorial hero: 'Manual pairing.' (80px serif, italic pairing)
- 'AUTO-MATCH PAUSED' amber status pill on the right
- Ghost 'PAIRED' watermark behind the hero
- Dramatic torn-page fold with shadow + perforation + 'PAIR THEM BY HAND' label
- Paper plane with title block ('RECONCILIATION · SHEET 01' / 'Pair them.' 96px)
- Folio system (§ 01 Vital signs, § 02 The match, § 03 The action)
- KPI strip with 3 paper-toned tiles (Unmatched claims / remits / in queue)
- Two-column pairing surface with paper cards, blue/amber accent rails
  and a center vertical bridge that flips to green-merge when both selected
- Active row uses paper-tinted blue (claim) or amber (remit) backgrounds
- Action footer with italic 'Ready to pair' / 'Now pick a remit' states
- Empty state: 'Nothing pending.' with circle-dashed icon on cream
- Footer: 'END OF SHEET 01 / CYCLONE · RECONCILIATION / N ROWS PENDING'
2026-06-21 14:05:05 -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 d0a18bd796 Refine Upload page with hybrid dark/paper treatment
- Dark editorial hero: 'Parse an X12 file.' (80px serif, italic X12)
- Ghost 'DROP' watermark behind the hero
- Dramatic torn-page fold with shadow + perforation + 'DROP & PARSE' label
- Paper plane with title block ('INGESTION · SHEET 01' / 'Drop a file.' 96px)
- Right column accepts indicator (.txt / 837P · 835 / backend status pill)
- Folio system (§ 01 The drop, § 02 The stream, § 03 The archive)
- Paper-toned drop zone, selects, and claim cards (replaces dark surface-2)
- Stream section with progress bar (gradient fill) and 2-column totals
- Recent batches list with 'batches' count in footer
- Empty state with inbox icon when no batches exist
- Footer: 'END OF SHEET 01 / CYCLONE · INGESTION / N BATCHES'
2026-06-21 13:55:22 -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
Tyler 2faf7bfd48 plan(SP22): Task 4 — distinguish 4xx (terminal) from 5xx (retry) + drop dead BACKOFF_S[2]
Update _get_typed in the plan to:
- raise immediately on 4xx (terminal)
- retry on 5xx and RequestError (transient)
- use BACKOFF_S = (1.0, 2.0) instead of (1.0, 2.0, 4.0)
- use RuntimeError instead of assert for the context-manager guard

Also add test_4xx_is_terminal_not_retried to the plan's test list.
2026-06-21 13:43:01 -06:00
Tyler 73be586110 plan(SP22): Task 4 review fix — client() fixture must enter async context
The verbatim plan returned an un-entered CycloneClient from the fixture,
causing all 3 tests to fail with 'use async with CycloneClient(...)'.
Convert fixture to async generator that enters the context. Verified by
running pytest tests/test_api_client.py -v → 3 passed.
2026-06-21 13:37:55 -06:00
Tyler d7f37f845a plan(SP22): Task 3 — add add_logger_name to shared_processors so JSON includes the logger name (matches docstring contract) 2026-06-21 13:31:49 -06:00
Tyler df10b55a34 plan(SP22): Task 3 review fix — get_logger returns BoundLoggerLazyProxy, not BoundLogger
The verbatim plan's test asserted isinstance(log, structlog.stdlib.BoundLogger),
but cache_logger_on_first_use=True makes get_logger return a lazy proxy on
first call. Test now uses duck-typing (hasattr('bind') + callable). Also
dropped the misleading caplog assertion and unused logging/structlog imports.
2026-06-21 13:26:59 -06:00
Tyler 6300280142 plan(SP22): Task 1 review fixes — conftest fixture bug + Python 3.13 note
- conftest.py example now uses SAMPLE_837P constant so sample_837p_bytes
  reads the file (not the directory).
- Note that Python 3.13 satisfies requires-python >= 3.11 if 3.11 isn't
  installed.
2026-06-21 13:13:01 -06:00
Tyler fff000ed2e plan(SP22): pre-flight fix — add _extract_items helper for paginated API responses 2026-06-21 12:58:32 -06:00
Tyler 134eb4f404 plan(SP22): self-review fixes — phase4_at, browser check via shared client, dead code 2026-06-21 12:56:25 -06:00
Tyler 022b229d81 plan(SP22): cyclone-pipeline agent — 26 tasks, TDD-shaped, ~26 commits 2026-06-21 12:55:01 -06:00
Tyler dc70bdacf6 spec(SP22): cyclone-pipeline agent design — upload + SFTP submit + TA1/999 wait + 835 deferred 2026-06-21 12:47:40 -06:00
Tyler 3d9f224eac docs(readme): add Skills section linking the 8-skill catalog 2026-06-21 12:46:52 -06:00
Tyler 4f16fac937 fix(sp-skill-catalog): correct CLI entrypoint 'cyc' -> 'cyclone' in cyclone-edi cross-ref 2026-06-21 12:46:34 -06:00
Tyler 1f2259d413 feat(sp-skill-catalog): add cyclone-cli skill (CLI conventions) 2026-06-21 12:45:23 -06:00
Tyler 191162964e feat(sp-skill-catalog): add cyclone-frontend-page skill (React page conventions) 2026-06-21 12:34:58 -06:00
Tyler 5e7e9e2e68 feat(sp-skill-catalog): add cyclone-api-router skill (FastAPI conventions) 2026-06-21 12:31:28 -06:00
Tyler 4c591ee655 feat(sp-skill-catalog): add cyclone-store skill (write paths + event contract) 2026-06-21 12:28:18 -06:00
Tyler 963e608b10 feat(sp-skill-catalog): add cyclone-tail skill (live-tail wire format) 2026-06-21 12:19:16 -06:00
Tyler 4bdca6168c feat(sp-skill-catalog): add cyclone-edi skill (parser/validator conventions) 2026-06-21 12:00:18 -06:00
Tyler b0f0bd9d73 fix(sp-skill-catalog): correct test-file count + 'for a hook' heading in cyclone-tests 2026-06-21 11:59:30 -06:00
Tyler 870632604c feat(sp-skill-catalog): add cyclone-tests skill (fixture patterns) 2026-06-21 11:44:57 -06:00
Tyler 7e35bd9dee fix(sp-skill-catalog): correct plan count + soften SP-N header claim in cyclone-spec 2026-06-21 11:36:04 -06:00
Tyler 3fa61bb3f6 plan(SP21): universal drill-down — 5 phases, ~40 tasks
Phase 1: drill primitives (DrillStackProvider, DrillableCell, PeekModal,
DrillDrawerHeader) + PayerPeekContent + ValidationRulePeekContent +
/api/payers/{id}/summary backend + Dashboard KPI/provider/denial drills.
Phase 2: ProviderDrawer + activity event routing for claim_* events.
Phase 3: ProviderDrawer tabs (Claims/Activity) + remaining event routing.
Phase 4: RemitDrawer + 4 surfaces (Remittances, BatchDiff, Inbox,
Reconciliation navigate).
Phase 5: AckDrawer + 8 final surfaces (Claims, Batches, Acks, Providers,
ActivityLog, BatchDiff, Inbox, Reconciliation).

Each phase = 1 PR, shippable independently with its own smoke slice.

Spec: docs/superpowers/specs/2026-06-21-cyclone-universal-drilldown-design.md
2026-06-21 11:33:39 -06:00
Tyler 2e07d7eaf7 chore(gitignore): whitelist .superpowers/skills/ for committed skills 2026-06-21 11:33:01 -06:00
Tyler b329c9eb6c feat(sp-skill-catalog): add cyclone-spec skill (SP-N flow) 2026-06-21 11:32:56 -06:00
Tyler 2d7d73a9db spec(SP21): universal drilldown design — drawers + peek modals everywhere (self-review fixes) 2026-06-21 11:22:21 -06:00
Tyler 02b06bf4d9 docs(plan): implementation plan for Cyclone skill catalog (9 tasks, 4 phases) 2026-06-21 11:17:06 -06:00
Tyler b6ca171209 spec(SP21): universal drilldown design — drawers + peek modals everywhere 2026-06-21 11:16:30 -06:00
Tyler e4945c4274 docs(spec): design for Cyclone skill catalog (8 layer-mapped skills) 2026-06-21 11:15:07 -06:00
Tyler 5b0e945f1b merge: SP20 NPI checksum + Tax ID format validation into main 2026-06-21 10:46:28 -06:00
Tyler 1942a22629 feat(sp20): NPI Luhn checksum + Tax ID (EIN) format validation
Adds pure local validators for the 10-digit NPI Luhn checksum (CMS-
published algorithm with the '80840' NPPES prefix) and 9-digit EIN
format (rejects reserved prefixes 00/07/80-89). No NPPES round-trip,
no IRS e-file lookup — catches the 99% typo case at parse time.

Surface:
- cyclone.npi.is_valid_npi / is_valid_tax_id / normalize_tax_id
- CLI: 'cyclone validate-npi <npi>' and 'cyclone validate-tax-id <ein>'
- API: GET /api/admin/validate-provider?npi=&tax_id=
- Parser validator: new R021_npi_checksum rule (warning, not error,
  to keep test fixtures with placeholder NPIs ingestible)
- minimal_837p.txt fixture NPI updated from '1234567890' to the
  Luhn-valid '1993999998' so strict-mode CLI parses still pass

Tests:
- test_npi.py — 27 cases (Luhn math, valid/invalid NPIs, EIN cases,
  normalize_tax_id edge cases)
- test_api_validate_provider.py — 4 cases (both valid, both invalid,
  omitted NPI, omitted tax_id)
- test_cli_validate.py — 8 cases (valid/invalid for both subcommands,
  exit codes, malformed inputs)
- test_validator.py — 4 new R021 cases (valid Luhn silent, bad Luhn
  warning, skipped when format bad, skipped when NPI missing)

Total: 923 tests pass.
2026-06-21 10:46:10 -06:00
Tyler b9260d9969 docs(plan): implementation plan for CycloneStore split (Step 4)
13 tasks implementing the spec: pre-flight baseline, atomic-move of
store.py into store/__init__.py, 10 module extractions (exceptions,
records, orm_builders, ui, write, batches, claim_detail, acks, backups,
inbox, providers), and final verification + single atomic commit.

Working tree stays dirty through Tasks 1-11; final commit happens at
end of Task 12 per the spec's single-atomic-commit requirement.

Each task ends with a focused test-suite verification (not full baseline
— that's Task 12 Step 1's job) so regressions are caught early.
2026-06-21 10:41:57 -06:00
Tyler 5eb490851d docs(spec): design for CycloneStore split (Step 4)
Step 4 of the file-split refactor series. Targets backend/src/cyclone/store.py
(2,412 lines) which sits on the hot path of parse-999, parse-277ca,
reconciliation, and inbox match/unmatch.

Decisions locked:
- Public surface: cyclone/store/ subpackage + thin facade (__init__.py
  re-exports every currently-importable name).
- Class shape: module functions for bodies, CycloneStore keeps its current
  method signatures as 1-line delegations.
- Helper distribution: dedicated utility modules (records, orm_builders,
  ui, exceptions).

13 target modules total; largest is write.py at ~210 lines. Zero public API
changes, zero test changes. Single atomic commit migration; rollback is a
single git revert.
2026-06-21 10:32:52 -06:00
Tyler f26bbe061a merge: SP19 security hardening + health probe into main 2026-06-21 10:21:03 -06:00
Tyler c835996bd6 feat(sp19): security hardening + rich health probe
Three pure-ASGI middlewares close completeness-review gaps §3.1.4
(no body/rate limits) and §3.1.25 (no security headers):

- BodySizeLimitMiddleware — rejects oversized uploads (50 MB
  default, CYCLONE_MAX_BODY_BYTES override). 413 on over-cap
  Content-Length and on chunked reads that cross the cap.
- RateLimitMiddleware — sliding-window per-IP limiter (300/min
  default, CYCLONE_RATE_LIMIT_PER_MIN override). 429 over the
  window. /api/health is exempt.
- SecurityHeadersMiddleware — stamps X-Content-Type-Options,
  X-Frame-Options, Referrer-Policy, Permissions-Policy, and a
  strict Content-Security-Policy on every response.

Every 413/429 also writes a tamper-evident api.request_rejected
event into the SP11 audit chain so an operator can correlate
rejections with the SP18 JSON logs.

GET /api/health is rewritten to return a subsystem snapshot:
DB connectivity (SELECT 1), MFT scheduler state, backup scheduler
state, live pubsub subscriber counts, last batch id + timestamp.
Returns status='degraded' if any subsystem is unhappy; per-subsystem
errors surfaced in the respective dict.

Cyclone.pubsub.EventBus.stats() — new method for live subscriber
counts.

13 new tests (test_security.py) + 1 updated (test_api.py health
endpoint). All 883 backend tests pass.
2026-06-21 10:21:01 -06:00
Tyler c7fd7ecc0e merge: SP18 structured JSON logging into main 2026-06-21 09:59:45 -06:00
Tyler 47e0f80786 feat(sp18): structured JSON logging + PII scrubber
Cyclone previously emitted stdlib default-formatted log lines that
operators couldn't parse with anything beyond grep. SP18 replaces
that with:

- JsonFormatter: newline-delimited JSON, ISO-8601 ms timestamps,
  structured "extra" dict, exception tracebacks serialized as a
  single string.
- CycloneDevFormatter: tabular format for tail -f in dev.
- PiiScrubber: logging.Filter that redacts NPIs, SSNs, DOBs,
  patient names — both inline in the message ("npi 1881068062")
  and via PHI-keyed extras ({"dob": "1980-04-12"}).
- setup_logging(): idempotent entry point used by the API lifespan
  and CLI main; respects CYCLONE_LOG_LEVEL/FILE/JSON/NO_PII_SCRUB.
- CLI --log-format=json|dev + --log-file=… flags.
- Migrate 9 highest-value log sites in scheduler/backup_scheduler/
  backup_service to use extra={...} (input_filename, claims, parser,
  backup_id, db_fingerprint, etc.).

34 new tests (test_logging_formatter + test_logging_scrubber +
test_logging_setup). All 867 backend tests pass.
2026-06-21 09:59:34 -06:00
Tyler daf3206d55 merge: SP17 encrypted DB backups into main 2026-06-21 09:44:13 -06:00
Tyler f003c1f73a feat(sp17): encrypted DB backup automation
Adds automated encrypted backups of the live SQLite file. Closes the
'no backup automation' gap called out in the completeness review
(docs/reviews/2026-06-20-cyclone-completeness-review.md §3.1 #3) and
gives the SP16 MFT scheduler a recovery path when the MFT pipeline
loses days of inbound 999/277CA work in a single crash.

Architecture
------------
- AES-256-GCM with PBKDF2-HMAC-SHA256 (200,000 iters, 16-byte salt)
- Online backups via SQLite's .backup() API — no app downtime
- Salt + passphrase persisted to macOS Keychain (separate accounts
  backup.passphrase + backup.salt) so the key is reproducible across
  processes
- Two-step restore (initiate → confirm) with a one-shot 64-char hex
  token; the second call disposes + rebuilds the engine only if the
  token matches within a 5-minute TTL
- Tamper-evident audit chain (SP11) — db.backup_created,
  db.backup_failed, db.backup_pruned, db.backup_restored,
  db.backup_passphrase_set
- BackupService + BackupScheduler + module-level singletons
- 8 admin endpoints + 6 CLI subcommands
- Auto-start opt-in via CYCLONE_BACKUP_AUTOSTART=true; default
  interval 24h, default retention 30 days
- Fallback posture: if no separate passphrase is set and SQLCipher
  is enabled, the key is derived from the SQLCipher DB key with a
  fixed salt + WARNING log (degraded but never plaintext)

New modules
-----------
- cyclone.backup          — PBKDF2, AES-GCM, sidecar format
- cyclone.backup_service  — create_now / list / verify / restore / prune / status
- cyclone.backup_scheduler — async tick loop with audit hooks

New surface
-----------
- 8 admin endpoints under /api/admin/backup/*
- 6 CLI subcommands under cyclone backup (init-passphrase, create,
  list, verify, restore, prune, status)
- Migration 0012_backups.sql + DbBackup ORM
- store.add_backup_pending()

Tests
-----
- 14 unit tests in test_backup_crypto.py (key derivation, encrypt/
  decrypt round-trip, tampered ciphertext, wrong passphrase, sidecar
  round-trip, filename format)
- 19 tests in test_backup_service.py (create/list/verify/restore/
  prune/status, error handling, fallback key, module singleton)
- 14 API tests in test_api_backup.py (all 8 endpoints + scheduler
  endpoints, two-step restore, error responses)
- 10 tests in test_backup_scheduler.py (tick / start / stop /
  audit / coalescing / module singleton)
- 5 CLI tests in test_cli_backup.py (create / list / verify /
  restore confirm prompt / prune confirm prompt /
  init-passphrase minimum-length check)

Total new tests: 62. All pass. Full backend suite: 833 passed,
9 skipped (gitignored prodfiles), 1 warning.

Design doc: docs/superpowers/specs/2026-06-21-cyclone-encrypted-backup-design.md
README: new 'Encrypted Backups (SP17)' section, SP17 entry in
Roadmap, retention default documented in §Project layout.
2026-06-21 09:43:51 -06:00
Tyler 7119b7a2b1 merge: SP16 live MFT polling scheduler into main 2026-06-21 09:21:06 -06:00
Tyler 40f184c858 feat(sp16): live MFT polling scheduler
Adds an asyncio-based background scheduler that polls the Gainwell
MFT inbound path, downloads new files, and routes them through the
appropriate parser (999 / 835 / 277CA / TA1). Idempotent (re-ticks
and restarts skip already-processed files via the new
processed_inbound_files table). Crash-safe (per-file try/except so
one bad file doesn't stop the loop).

Lifespan auto-configures from the seeded dzinesco clearhouse's SFTP
block; auto-start is opt-in via CYCLONE_SCHEDULER_AUTOSTART.

Five admin endpoints added:
  GET  /api/admin/scheduler/status
  POST /api/admin/scheduler/start
  POST /api/admin/scheduler/stop
  POST /api/admin/scheduler/tick
  GET  /api/admin/scheduler/processed-files?status=&limit=

20 new tests (15 unit + 5 API).
2026-06-21 09:20:58 -06:00
142 changed files with 37278 additions and 1261 deletions
+3 -2
View File
@@ -35,5 +35,6 @@ claims_output/
# Worktrees (subagent-driven development) # Worktrees (subagent-driven development)
.worktrees/ .worktrees/
# Brainstorm session artifacts (visual companion mockups, events, server state) # Brainstorm session artifacts (visual companion mockups, events, server state).
.superpowers/ # Skills under .superpowers/skills/ are committed project-scoped guidance.
.superpowers/brainstorm/
@@ -0,0 +1,189 @@
---
name: cyclone-api-router
description: "Cyclone FastAPI router conventions (api_routers/, api_helpers.py, response shapes, error envelopes). Use when: adding or changing an HTTP endpoint, splitting a route out of api.py, or wiring a new helper into api_helpers.py."
---
# cyclone-api-router
Cyclone splits its FastAPI surface two ways: small resource-group
routers live in `backend/src/cyclone/api_routers/<topic>.py` and are
mounted bare into `api.py`; the high-traffic streaming and parse
endpoints still live as top-level decorators in `api.py` itself. This
skill codifies the conventions so additions stay consistent with the
four routers already shipped (`acks`, `admin`, `health`, `ta1_acks`).
As of this writing: **4 router modules** under
`backend/src/cyclone/api_routers/`, **one shared helpers module** at
`backend/src/cyclone/api_helpers.py` (248 lines, NDJSON primitives +
content negotiation + `tail_events`), and ~30 routes still inlined
in `backend/src/cyclone/api.py`. The next refactor target is the
parse endpoints.
## When to use
- **Adding an endpoint.** You're adding a new GET / POST handler —
you need to know whether it belongs in `api.py` (parse / streaming)
or in a new router under `api_routers/`, and what the response
shape and test file conventions look like.
- **Splitting a route.** You're moving a route out of `api.py` into a
dedicated `api_routers/<topic>.py` module and need the import /
mounting rules (`from cyclone.api_routers import <topic>` then
`app.include_router(<topic>.router)`).
- **Adding a helper.** You're wiring a new function into
`api_helpers.py` (NDJSON primitive, content-negotiation probe,
tail-event helper) and need to keep it private to the API layer.
- **Defining an error response.** You're raising from a route handler
and need the conventional `HTTPException(status_code=..., detail=...)`
shape used everywhere else in the API surface.
## Conventions
1. **No new top-level routes in `api.py` for resource groups.** Any
endpoint grouped under a resource (`/api/<resource>` and its
`/{id}` detail) lives in `backend/src/cyclone/api_routers/<topic>.py`
as an `APIRouter`. The streaming list endpoints (`/api/claims/stream`,
`/api/remittances/stream`, `/api/activity/stream`) and the parse
endpoints (`/api/parse-*`) currently stay in `api.py` because they
span multiple store modules — don't move them unless you're also
restructuring the store split.
2. **Reuse `api_helpers.py`.** NDJSON primitives (`ndjson_line`,
`ndjson_stream_list`, `ndjson_stream_837`, `ndjson_stream_835`),
content negotiation (`client_wants_json`, `wants_ndjson`), the
strict / `raw_segments` rewrites (`strict_rewrite_837`,
`strict_rewrite_835`, `drop_raw_segments_837`, `drop_raw_segments_835`),
and the shared live-tail generator (`tail_events`,
`heartbeat_seconds`) all live there. Don't duplicate them in a
router. The module's docstring (`api_helpers.py:1-18`) declares it
private to the API layer — no business logic, no DB writes.
3. **Response shape.** Every successful response is a **plain dict**
produced by a per-router `<entity>_to_ui(row)` helper (see
`_ack_to_ui` at `api_routers/acks.py:29-48` and `_ta1_to_ui` at
`api_routers/ta1_acks.py:23-37`). This dict shape **must** match
the matching `<entity>_written` event payload so live-tail pages
don't drift (see `cyclone-store` for the serializer contract).
Errors use FastAPI's `HTTPException` with a `detail` dict of the
form `{"error": "<Title>", "detail": "<message>"}`
`acks.py:85-88`, `ta1_acks.py:72`. There is **no** shared
`ErrorEnvelope` Pydantic model; the `detail` dict is the contract.
4. **Mounting.** Routers are mounted bare in `api.py:251-256`
`app.include_router(<name>.router)` with **no** `prefix=`
argument. Each `@router.<verb>` decorator carries the **full**
`/api/<resource>` path itself (see `acks.py:51,75`,
`ta1_acks.py:49,67`, `admin.py:23`, `health.py:28`). The
`router = APIRouter()` declaration carries no `tags=` either —
keep it minimal.
5. **Streaming endpoints.** Use
`StreamingResponse(media_type="application/x-ndjson")` and feed it
either `ndjson_stream_list(items, total, returned, has_more)` (for
list pages) or `tail_events(request, bus, kinds)` (for live-tail
pages). See `acks.py:62-66` for the list-stream skeleton and
`api.py:1357-1401` for the full live-tail pattern (snapshot →
`snapshot_end` → subscription → heartbeats). See `cyclone-tail`
for the wire format.
6. **Tests.** Every new endpoint gets a `test_api_<topic>_<verb>.py`
under `backend/tests/` (see `cyclone-tests` for the naming
convention + autouse `conftest.py`). Existing examples:
`test_api_validate_provider.py` (admin),
`test_api_parse_persists_ack.py` (acks).
## Patterns
### A new `APIRouter` skeleton
Pattern from `backend/src/cyclone/api_routers/acks.py:1-72`. Module
docstring names the resource, imports the shared helpers, declares
`router = APIRouter()` with no prefix, and defines a `_foo_to_ui(row)`
mapper at module scope.
```python
"""``/api/foo`` — list & detail endpoints for <topic>."""
from __future__ import annotations
from fastapi import APIRouter, HTTPException, Query, Request
from fastapi.responses import StreamingResponse
from cyclone.api_helpers import ndjson_stream_list, wants_ndjson
from cyclone.store import store
router = APIRouter()
def _foo_to_ui(row) -> dict:
"""Map a Foo ORM row to the UI shape used by ``/api/foo``."""
return {"id": row.id, "name": row.name}
@router.get("/api/foo")
def list_foo(
request: Request,
limit: int = Query(100, ge=1, le=1000),
):
"""Return the list of persisted Foo rows, newest first."""
rows = store.list_foo()
items = [_foo_to_ui(r) for r in rows[:limit]]
total = len(rows)
returned = len(items)
has_more = total > returned
if wants_ndjson(request):
return StreamingResponse(
ndjson_stream_list(items, total, returned, has_more),
media_type="application/x-ndjson",
)
return {"items": items, "total": total, "returned": returned, "has_more": has_more}
```
### A `get_<topic>` detail endpoint with 404
Pattern from `api_routers/acks.py:75-104` and `ta1_acks.py:67-76`.
Path param is `<entity>_id` (not `id`) so it doesn't shadow
FastAPI's internal `id` and the OpenAPI docs stay self-describing.
```python
@router.get("/api/foo/{foo_id}")
def get_foo(foo_id: int) -> dict:
"""Return one persisted Foo row with its parsed detail.
Path param is ``foo_id`` (not ``id``) to avoid shadowing
FastAPI's internal ``id`` name and to keep OpenAPI docs
self-describing. Returns 404 when the row is missing — never 500.
"""
row = store.get_foo(foo_id)
if row is None:
raise HTTPException(
status_code=404,
detail={"error": "Not found", "detail": f"Foo {foo_id} not found"},
)
return _foo_to_ui(row)
```
### Mounting in `api.py`
Pattern from `backend/src/cyclone/api.py:246-256`. The block lives
just after middleware registration and just before the first
`@app.<verb>` decorator.
```python
# Resource-group routers. Each module owns its own APIRouter and is
# registered below. New resources go in `cyclone.api_routers.<name>`
# and are wired in here.
from cyclone.api_routers import acks, admin, health, ta1_acks # noqa: E402
app.include_router(health.router)
app.include_router(acks.router)
app.include_router(ta1_acks.router)
app.include_router(admin.router)
```
## Anti-patterns
- **Don't import from `cyclone.api` into a router — the dependency runs the other way.** Routers are mounted *into* `api.py` (`api_routers/acks.py` etc. know nothing about `cyclone.api`). A circular import would silently break the `from cyclone.api_routers import ...` block at `api.py:251`.
- **Don't introduce Pydantic response models where the codebase returns dicts.** Every existing list / detail endpoint returns a plain dict produced by a `<entity>_to_ui(row)` helper (see `acks.py:29-48`, `ta1_acks.py:23-37`). That dict shape **is** the event payload that `<entity>_written` carries — see `cyclone-store`. Introducing a Pydantic model on one side drifts the event payload from the list shape and silently breaks live-tail dedup.
- **Don't bypass `CycloneStore` to query the ORM directly from a route.** Always call `store.<method>(...)` (`store.list_acks()`, `store.get_ta1_ack(ack_id)`) so the read path picks up the same session + snapshot serializer as the live-tail subscriber. A raw `with db.SessionLocal()() as s: s.get(Foo, foo_id)` in a handler bypasses the serializer contract and breaks the event-payload match. See `cyclone-store`.
- **Don't set `prefix=` on `APIRouter`.** Mount the router bare (`app.include_router(<name>.router)`) and put the full `/api/<resource>` path in the decorator. Mixing the two styles scatters the URL across two files and breaks `grep "/api/foo"` audits.
## Related skills
- **`cyclone-store`** — most routes call `store.<method>(...)` and the dict payload **is** the `<entity>_written` event payload; load when adding a route so the read path stays aligned with the pubsub contract.
- **`cyclone-tail`** — streaming endpoints (`/api/<resource>/stream`) and the NDJSON wire format; load when adding a live-tail route or changing the wire format.
- **`cyclone-edi`** — parse endpoints (`/api/parse-837`, `/api/parse-835`, `/api/parse-999`, `/api/parse-ta1`, `/api/parse-277ca`) currently live in `api.py`; load when adding or changing a parse endpoint.
- **`cyclone-tests`** — endpoint tests follow the `test_api_<topic>_<verb>.py` naming under `backend/tests/`; load when writing the test for a new endpoint.
+187
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@@ -0,0 +1,187 @@
---
name: cyclone-cli
description: "Cyclone CLI subcommand conventions (cli.py — Click group + subcommands parse-837/parse-835/validate-npi/validate-tax-id/backup, --yes + click.confirm for destructive ops, exit codes 0/1/2, CliRunner smoke tests in backend/tests/test_cli_*.py). Use when: adding a CLI subcommand, changing an exit code, adding a smoke test, or wiring a security-sensitive command (backup, key rotation, anything touching secrets.py)."
---
# cyclone-cli
The operator-facing CLI is a **Click** group at `cli.py:45` (`@click.group()` for `main`), mounted as the `cyclone` console script in `pyproject.toml:54` (`cyclone = "cyclone.cli:main"`). Seven subcommands ship today: `parse-837`, `parse-835`, `validate-npi`, `validate-tax-id`, plus the `backup` group (`init-passphrase`, `create`, `list`, `verify`, `restore`, `prune`, `status`). `serve` lives separately in `__main__.py:19` (dispatches `uvicorn cyclone.api:app`).
## When to use
- **Adding a subcommand.** You need a new operator command (e.g. `cyclone rotate-key`) and want to match the existing Click decorator + smoke-test rhythm.
- **Changing an exit code.** You're tweaking which `sys.exit(N)` a subcommand raises and need the 0/1/2 contract used by `parse_837`, `parse_835`, `validate_npi_cmd`, `validate_tax_id_cmd`, and the `backup` group.
- **Adding a smoke test.** You need `backend/tests/test_cli_<name>.py` using `click.testing.CliRunner` (NOT `subprocess.run`) and want the canonical fixture + monkeypatch layout (Keychain stub, fresh SQLite, `CYCLONE_BACKUP_DIR`).
- **Wiring a security-sensitive command.** Anything touching `cyclone/secrets.py` (Keychain writes), DB key rotation, or destructive restores needs the two-step confirm dance used by `backup restore` / `backup prune` (`cli.py:462,509`).
## Conventions
1. **Click decorator pattern, not argparse.** Each subcommand is a
top-level function decorated with `@main.command("<name>")` and
one `@click.option` / `@click.argument` per parameter. Group
dispatch is implicit — no `set_defaults(func=...)` and no
`cmd_<name>(args) -> int` signature. Top-level commands at
`cli.py:77,151,241,261,303`; the `backup` sub-group nests a
second `@main.group()` (`cli.py:303`) with its own
`@backup.command("<name>")` children.
2. **Long-form flags for safety.** Prefer `--rotate-key`,
`--backup-dir`, `--from-stdin` over positional args for anything
that mutates state or takes a secret. `init-passphrase`
(`cli.py:308-311`) demonstrates the canonical "flag OR stdin"
pattern: `--passphrase` for automation, `--from-stdin` for
interactive `getpass()` prompting.
3. **Exit codes: 0 / 1 / 2.** `0` = success. `1` = user / input
error (invalid NPI/EIN at `cli.py:258,277,285`; Keychain write
failure at `cli.py:341,351`; tampered-backup verify at
`cli.py:459`). `2` = operator / parse error
(`CycloneParseError` at `cli.py:106,178`; passphrase
empty/mismatch/short at `cli.py:331,337`). Document the codes
in the docstring (see `validate_npi_cmd` at `cli.py:244-250`).
Use `click.UsageError(...)` for usage mistakes; reserve
`sys.exit(2)` for "the file failed to parse" semantics.
4. **Smoke test with `click.testing.CliRunner`.** Every new
subcommand gets `backend/tests/test_cli_<name>.py` that
imports `from cyclone.cli import main` and invokes via
`CliRunner().invoke(main, [...], catch_exceptions=False)`. The
test must stub Keychain (`monkeypatch.setattr(secrets_mod,
"get_secret"/"set_secret", ...)`) and pin a temp SQLite DB via
`CYCLONE_DB_URL` + `db._reset_for_tests()` — see
`backend/tests/test_cli_backup.py:13-69` for the canonical
`_cli_env` fixture. CliRunner captures output and exit codes
in-process; do NOT shell out to `subprocess.run`.
5. **Destructive ops need `--yes` + `click.confirm(abort=True)`.**
`backup restore` (`cli.py:462-506`) and `backup prune`
(`cli.py:509-537`) both gate the destructive action behind a
`--yes` is_flag and an interactive `click.confirm(..., abort=True)`
prompt. CliRunner auto-aborts confirm prompts, so smoke tests
assert `exit_code != 0` when `--yes` is omitted
(`test_cli_backup.py:122-137`). A `--dry-run` flag is NOT yet
implemented anywhere; if needed, mirror the `--yes` pattern.
## Patterns
### A Click subcommand — `@main.command("<name>")` + options
From `cli.py:241-258` (smallest standalone subcommand):
```python
@main.command("validate-npi")
@click.argument("npi")
@click.option("--log-level", default="WARNING", show_default=True,
type=click.Choice(["DEBUG", "INFO", "WARNING", "ERROR"]))
def validate_npi_cmd(npi: str, log_level: str) -> None:
"""Validate a 10-digit NPI's Luhn checksum locally (SP20). Exit 0 valid, 1 invalid. PHI — don't log the value."""
setup_logging(level=log_level)
from cyclone.npi import is_valid_npi
if is_valid_npi(npi):
click.echo(f"OK: {len(npi)}-digit NPI passes Luhn checksum")
return
click.echo(f"INVALID: {npi!r} fails NPI Luhn checksum", err=True)
sys.exit(1)
```
### A smoke test — `CliRunner` + Keychain stub + temp SQLite
From `test_cli_backup.py:13-69`. Stable hex salt keeps multiple `CliRunner` invocations consistent within one test. The `Batch` seed at `cli_backup.py:27-35` is omitted — only the Keychain + DB plumbing is the convention:
```python
@pytest.fixture
def _cli_env(tmp_path, monkeypatch):
from cyclone import db, secrets as secrets_mod
from cyclone import backup_service as svc_mod
monkeypatch.setenv("CYCLONE_DB_URL", f"sqlite:///{tmp_path}/test.db")
db._reset_for_tests()
db.init_db()
# ... seed any DB rows the subcommand needs (see cli_backup.py:27-35) ...
store = {svc_mod.KEYCHAIN_BACKUP_PASSPHRASE_ACCOUNT: "cli-test-passphrase",
svc_mod.KEYCHAIN_BACKUP_SALT_ACCOUNT:
"0123456789abcdef0123456789abcdef"}
monkeypatch.setattr(secrets_mod, "get_secret", lambda n: store.get(n))
monkeypatch.setattr(secrets_mod, "set_secret",
lambda n, v: store.__setitem__(n, v) or True)
monkeypatch.setenv("CYCLONE_BACKUP_DIR", str(tmp_path / "backups"))
yield tmp_path / "backups"
db._reset_for_tests()
def test_backup_create_list_verify_status(_cli_env):
from cyclone.cli import main
runner = CliRunner()
r = runner.invoke(main, ["backup", "create"], catch_exceptions=False)
assert r.exit_code == 0, r.output
assert "created backup id=" in r.output
```
### A destructive subcommand — `--yes` + `click.confirm(abort=True)`
From `cli.py:462-506` (`backup restore`). Two-step: announce, prompt unless `--yes`, then execute. Restore uses an explicit init/confirm round-trip so the operator can back out between phases. Matching smoke test asserts the guard fires:
```python
@backup.command("restore")
@click.argument("backup_id", type=int)
@click.option("--yes", is_flag=True, help="Skip the interactive confirm prompt")
@click.option("--actor", default="operator-cli", show_default=True)
def backup_restore(backup_id: int, yes: bool, actor: str) -> None:
"""Restore the live DB from a backup (two-step, requires --yes)."""
# ... db.init_db() + service config omitted ...
click.echo(f"Initiating restore from backup {backup_id}...")
init = svc.restore_initiate(backup_id)
# ... echo init summary (filename, fp, table_count, ttl) ...
if not yes:
click.confirm(
"Replace the live DB with this backup? "
"This will dispose the engine and rebuild it.",
abort=True,
)
click.echo("Confirming restore...")
result = svc.restore_confirm(backup_id, init.restore_token, actor=actor)
def test_backup_restore_requires_yes_flag(_cli_env):
runner = CliRunner()
runner.invoke(main, ["backup", "create"], catch_exceptions=False)
r = runner.invoke(main, ["backup", "restore", "1"], catch_exceptions=False)
# CliRunner auto-aborts confirm prompts → exit_code != 0.
assert r.exit_code != 0
```
## Anti-patterns
- **Don't `sys.exit(2)` for usage errors.** Reserve code 2 for
parse/operator errors (`CycloneParseError`, Keychain not
initialized, passphrase policy violation). For "you passed the
wrong flag" use `raise click.UsageError(...)` — Click formats
it as a clean help message and exits 2 on its own.
- **Don't print errors to stdout.** Use `click.echo(msg, err=True)`
for all error output. `print(..., file=sys.stderr)` and bare
`logging.error(...)` bypass Click's stdout/stderr split and leak
into test `result.output` — breaking `assert "FAIL" in r.output`
style assertions.
- **Don't add a subcommand without a smoke test.** Every new
`@main.command(...)` ships a sibling
`backend/tests/test_cli_<name>.py` exercising the happy path
AND at least one error path (missing input, invalid arg,
tampered ciphertext — see `test_cli_backup.py:102-119`).
- **Don't reuse the `parse` command name.** Existing subcommands
are type-specific (`parse-837`, `parse-835`); a generic `parse`
would shadow them or force an `--type` flag — neither is the
codebase pattern.
## Related skills
- **`cyclone-store`** — `backup` subcommands and the parse
subcommands both round-trip through `CycloneStore` and the DB
session; load when the increment changes write paths or the
`<entity>_written` event contract.
- **`cyclone-api-router`** — `cyclone serve` (via `__main__.py:19`)
launches the FastAPI app; the CLI parse subcommands share the
same `CycloneParseError` exception and Pydantic result models
as the matching HTTP endpoints.
- **`cyclone-edi`** — `parse-837` / `parse-835` are the CLI smoke
entry points for the parser/validator surface; load when adding
a parser or R-code rule.
- **`cyclone-tests`** — every CLI subcommand gets a pytest smoke
case under `backend/tests/test_cli_<name>.py`; the `_cli_env`
fixture pattern (fresh SQLite + Keychain stub) is documented
there.
- **`cyclone-spec`** — load when the SP-N spec introduces a new operator command or reserves a new exit-code category.
+193
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@@ -0,0 +1,193 @@
---
name: cyclone-edi
description: "Cyclone EDI parser/validator conventions (837P/835/999/270/271/277CA/TA1). Use when: adding or changing a parser, adding a validator rule (R010/R020/R100/R200-R210/R835_*/NPI Luhn/EIN/CAS), or mapping a new CAS adjustment reason code."
---
# cyclone-edi
Cyclone parses seven X12 EDI transaction types (837P, 835, 999, 270, 271, 277CA, TA1) into typed Pydantic models, then runs per-claim / per-batch validator rules that surface as R-coded `ValidationIssue` records. This skill codifies the conventions so new parsers and rules stay consistent with the seven that already exist.
As of this writing: **7 parser modules** under `backend/src/cyclone/parsers/parse_<edi>.py`, **~25 per-claim rules** numbered `R010``R100` and `R200``R210` in `validator.py`, plus a parallel set of **835-specific rules** prefixed `R835_*` in `validator_835.py`. The next increment is **SP22**.
## When to use
- **Adding or changing a parser.** You are about to touch `backend/src/cyclone/parsers/parse_<edi>.py` or its paired `models_<edi>.py` and need the orchestrator signature, the segment walker convention, and the re-export in `parsers/__init__.py`.
- **Adding a validator rule.** You are writing a new `_rule_R<n>_<name>` (or `_r<n>_<name>` per the existing snake-case style) and need the rule signature, the R-code numbering scheme, and the `ValidationIssue` shape.
- **Wiring a new CAS / CARC code.** The 835 carries Claim Adjustment Reason Codes in `CAS` segments; the lookup lives in `backend/src/cyclone/parsers/cas_codes.py` and the UI reads through `claim_status_label()`.
- **Debugging a parse failure on a prodfiles sample.** You dropped a real EDI file into `docs/prodfiles/<source>/` and the parser is choking — load this skill to confirm the tokenizer path, the orchestrator entry point, and which fixture in `backend/tests/fixtures/` matches the transaction type.
## Conventions
1. **Parser signature.** Every parser module exports exactly one public entry function. Two flavors coexist in the codebase:
- `parse(text: str, *, input_file: str = "") -> <TypedResult>` — used by `parse_270.py:337`, `parse_271.py:356`.
- `parse(text: str, payer_config: <PayerConfig>, input_file: str = "") -> <TypedResult>` — used by `parse_837.py:319` and `parse_835.py:459` because both need payer-specific config to validate segments against.
- `parse_<edi>_text(text: str, *, input_file: str = "") -> <TypedResult>` — the legacy name-suffixed form, still in use at `parse_ta1.py:143`, `parse_999.py:220`, `parse_277ca.py:280`. The `<TypedResult>` is always a Pydantic model from `models_<edi>.py` (or co-located `models.py` for 837P).
2. **Segment walk.** Parsers consume `backend/src/cyclone/parsers/segments.py` — there are exactly three public pieces: `Delimiters` (frozen dataclass holding the four ISA-derived separators), `_detect_delimiters(isa_segment)` (private), and `tokenize(text) -> list[list[str]]` (returns ISA prepended as the first segment). Parsers then index into the `list[list[str]]` directly — there is **no** `Segment` / `Loop` / `next_segment` helper class. Whole-document problems (missing ISA, wrong transaction set) raise `CycloneParseError`; per-segment problems on acks (999/277CA) are surfaced on the result, not raised.
3. **Validator rules.** Numbered rules live in `backend/src/cyclone/parsers/validator.py` (for 837P — R010R100 general + R200R210 SP9 CO MAP / HCPF naming) and `backend/src/cyclone/parsers/validator_835.py` (for 835 — names prefixed `R835_*` because the same numeric space would collide with 837P). Each rule is a function `_r<n>_<name>(claim: ClaimOutput, cfg: PayerConfig) -> Iterable[ValidationIssue]` registered in the module-level `_RULES` list and run by `validate(claim, config)`. Issues carry the rule name as a stable string (`rule="R021_npi_checksum"`) — the R-code **is** how the UI surfaces the error, so never invent an unnumbered rule.
4. **NPI / EIN / CAS format logic.** Identity-format checks live in their own modules — never duplicate them in a parser or validator:
- `backend/src/cyclone/npi.py``is_valid_npi(npi)` runs the Luhn checksum with the `80840` NPPES prefix; `is_valid_tax_id(ein)` enforces `XX-XXXXXXX` (or 9 raw digits).
- `backend/src/cyclone/parsers/cas_codes.py``reason_label(group, reason)` and `all_known_codes()` for the CARC lookup; snapshot date is exported as `LAST_UPDATED`.
- `backend/src/cyclone/parsers/models_271.py``SERVICE_TYPE_CODES` + `service_type_description()` for 271 EB benefit codes.
5. **Prodfiles reuse.** When adding a parser for a new transaction type, ship at least one fixture in `backend/tests/fixtures/<edi>/<sample>.txt` (the existing 13 fixtures are **flat** at the top level of `fixtures/` — no per-test subdirectories). Copy from `docs/prodfiles/<source>/<file>.txt`; never reach into `docs/prodfiles/` from a test. The matching test should declare the path as a module-level `Path` constant.
## Patterns
### Minimal `parse_<edi>.py` — using `segments.py`, exporting `parse_ta1_text`
Taken from `backend/src/cyclone/parsers/parse_ta1.py:1-29` (the smallest parser — TA1 is just ISA + TA1 + IEA). The same skeleton scales to every other EDI type by adding `_consume_<segment>` helpers.
```python
"""Parse an X12 TA1 (Interchange Acknowledgment) file.
Whole-document problems (missing ISA, no TA1) raise CycloneParseError.
"""
from __future__ import annotations
import logging
from datetime import date
from cyclone.parsers.exceptions import CycloneParseError
from cyclone.parsers.models import BatchSummary, Envelope
from cyclone.parsers.models_ta1 import ParseResultTa1, Ta1Ack
from cyclone.parsers.segments import tokenize
log = logging.getLogger(__name__)
def _parse_yyyymmdd(s: str) -> date | None:
"""Parse an 8-digit CCYYMMDD string. Returns None on bad input."""
...
def _build_envelope(segments: list[list[str]], input_file: str) -> Envelope:
"""Build the envelope from ISA. TA1 has no GS/ST — just ISA → TA1 → IEA."""
...
def _consume_ta1(segments: list[list[str]], idx: int) -> tuple[Ta1Ack, int]:
"""Read a TA1 segment and return a Ta1Ack. Returns (model, next_idx)."""
...
def parse_ta1_text(text: str, *, input_file: str = "") -> ParseResultTa1:
"""Parse a complete TA1 document and return a ParseResultTa1."""
segments = tokenize(text)
envelope = _build_envelope(segments, input_file=input_file)
ta1_idx = next(
(i for i, seg in enumerate(segments) if seg[0] == "TA1"), None,
)
if ta1_idx is None:
raise CycloneParseError("No TA1 segment found")
ta1, _ = _consume_ta1(segments, ta1_idx)
...
return ParseResultTa1(envelope=envelope, ta1=ta1, summary=summary, ...)
__all__ = ["parse_ta1_text"]
```
The orchestrator pattern is the same in every parser: `tokenize``_build_envelope` → segment consumers in order → wrap into a `ParseResult<EDI>` model. The Pydantic result is what the API / store layer consumes.
### A validator rule — `_r<n>_<name>` registered in `_RULES`
Taken from `backend/src/cyclone/parsers/validator.py:23-66` (the canonical R010R100 block).
```python
from collections.abc import Iterable
from cyclone.parsers.models import ClaimOutput, ValidationIssue
from cyclone.parsers.payer import PayerConfig
NPI_RE = re.compile(r"^\d{10}$")
Rule = Callable[[ClaimOutput, PayerConfig], Iterable[ValidationIssue]]
def _r020_npi_format(claim: ClaimOutput, _: PayerConfig) -> Iterable[ValidationIssue]:
if claim.billing_provider.npi and not NPI_RE.match(claim.billing_provider.npi):
yield ValidationIssue(
rule="R020_npi_format",
severity="error",
message=f"Billing provider NPI must be 10 digits, got {claim.billing_provider.npi!r}",
)
def _r021_npi_checksum(claim: ClaimOutput, _: PayerConfig) -> Iterable[ValidationIssue]:
"""SP20: validate the billing-provider NPI's Luhn check digit."""
npi = claim.billing_provider.npi
if not npi or not NPI_RE.match(npi):
return # R020 already flagged the format — skip silently.
try:
from cyclone.npi import is_valid_npi
except ImportError:
return
if not is_valid_npi(npi):
yield ValidationIssue(
rule="R021_npi_checksum",
severity="warning",
message=f"Billing provider NPI {npi!r} fails Luhn checksum (likely typo)",
)
_RULES: list[Rule] = [
_r010_clm01_present,
_r011_total_charge_positive,
_r020_npi_format,
_r021_npi_checksum,
# ... R030, R031, R032-R035, R050, R060, R070, R100, R200-R210
]
```
For 835 rules, prefix the rule string with `R835_` (e.g. `R835_BPR01_handling_code_allowed`) and target the `ParseResult835` model instead of `ClaimOutput` — see `backend/src/cyclone/parsers/validator_835.py:38-79`.
### A test that uses a prodfiles fixture
Taken from `backend/tests/test_api_999.py:53-72`. The autouse `conftest.py` already provides a per-test SQLite DB; most tests just add a `client` fixture and reference the fixture path as a module-level constant.
```python
"""Tests for the FastAPI surface in cyclone.api for the 999 endpoint."""
from __future__ import annotations
from pathlib import Path
import pytest
from fastapi.testclient import TestClient
from cyclone.api import app
# Fixture reference — flat, module-level Path constant. NEVER reach into
# docs/prodfiles/ from a test; the fixtures/ dir is the test-consumed surface.
ACCEPTED = Path(__file__).parent / "fixtures" / "minimal_999.txt"
REJECTED = Path(__file__).parent / "fixtures" / "minimal_999_rejected.txt"
@pytest.fixture
def client() -> TestClient:
return TestClient(app)
def test_parse_999_endpoint_happy_path(client: TestClient):
text = ACCEPTED.read_text()
resp = client.post(
"/api/parse-999",
files={"file": ("minimal_999.txt", text, "text/plain")},
headers={"Accept": "application/json"},
)
assert resp.status_code == 200, resp.text
body = resp.json()
assert body["ack"]["ack_code"] == "A"
```
For pure-unit parser tests (no API), the same path is reused — see `backend/tests/test_parse_837.py:8` (`FIXTURE = Path(__file__).parent / "fixtures" / "minimal_837p.txt"`).
## Anti-patterns
- **Don't re-parse raw X12 strings inside validators.** Always parse first into the typed `ParseResult<EDI>` / `ClaimOutput`, then validate against that. Validators index into the model fields (or `claim.raw_segments` for spot-checks of specific segment presence) — they never call `tokenize` again. R034's `REF*G1` presence check (`validator.py:104-107`) is the only place that legitimately touches `raw_segments`, and it does so to confirm a single segment exists.
- **Don't bake payer-specific logic into the generic parser.** Payer variations live in `backend/src/cyclone/parsers/payer.py` (`PayerConfig`, `PayerConfig835`) and `backend/src/cyclone/payers.py` (the YAML loader from `config/payers.yaml`). Parsers accept the config as an argument; rules read it from the `cfg` parameter. A new payer never requires a new parser file — extend the config and add / adjust an R-code rule.
- **Don't add a validator rule without an R-code.** The `rule="R<n>_<name>"` string is the stable identifier the UI greys out, the API returns in `errors[].rule`, and tests assert against. Inventing a rule without an R-code (or reusing an R-code with new semantics) breaks the operator workflow. New SP-N increments reserve their R-code range up front (SP9 reserved R200R210, SP20 added R021) and document it in the spec.
## Related skills
- **`cyclone-store`** — load when the increment changes how a parsed `ClaimOutput` / `ParseResult<EDI>` is persisted (`store.py` write path, `<entity>_written` events).
- **`cyclone-api-router`** — load when the increment adds or changes an HTTP endpoint that surfaces a parsed result (e.g. `/api/parse-999`, `/api/parse-837`, `/api/parse-835`).
- **`cyclone-tests`** — every parser addition ships a fixture in `backend/tests/fixtures/` and a pytest case; load this skill for the fixture-drop-in and autouse-conftest rules.
- **`cyclone-cli`** — load when the increment adds a CLI subcommand. The `cyclone parse-837 <file>` and `cyclone parse-835 <file>` smoke commands at `backend/src/cyclone/cli.py:77,151` are the parser-level smoke tests; the `validate-npi` and `validate-tax-id` commands exercise the format helpers.
- **`cyclone-spec`** — load when the SP-N spec for the increment introduces a new R-code range or a new transaction type; the spec's `## Decisions` section is where the R-code reservation gets locked in.
@@ -0,0 +1,40 @@
# Cyclone EDI parsers — flat catalog
Every parser module under `backend/src/cyclone/parsers/` (one row per
file), its transaction type, its public entry signature, its result
model, its primary fixture, and any payer-specific variant. The
companion Pydantic model is in a co-located `models_<edi>.py`; the
segment walker uses `tokenize()` from `segments.py` and never parses
raw text inline.
| Module | EDI type | Public entry signature | Result model | Primary fixture(s) | Payer variant |
|---|---|---|---|---|---|
| `parse_837.py` | 837P (Professional Claim) | `parse(text, payer_config: PayerConfig, input_file="") -> ParseResult` | `cyclone.parsers.models.ParseResult` | `minimal_837p.txt`, `co_medicaid_837p.txt` | `PayerConfig` (CO Medicaid default) |
| `parse_835.py` | 835 (ERA / Remittance) | `parse(text, payer_config: PayerConfig835, input_file="") -> ParseResult835` | `cyclone.parsers.models_835.ParseResult835` | `minimal_835.txt`, `co_medicaid_835.txt`, `unbalanced_835.txt` | `PayerConfig835` |
| `parse_999.py` | 999 (Implementation ACK) | `parse_999_text(text, *, input_file="") -> ParseResult999` | `cyclone.parsers.models_999.ParseResult999` | `minimal_999.txt`, `minimal_999_rejected.txt` | none — single-shape ack |
| `parse_277ca.py` | 277CA (Claim ACK) | `parse_277ca_text(text, *, input_file="") -> ParseResult277CA` | `cyclone.parsers.models_277ca.ParseResult277CA` | `minimal_277ca.txt`, `minimal_277ca_rejected_only.txt`, `minimal_277ca_st277.txt` | `PayerConfig277CA` (config-driven) |
| `parse_270.py` | 270 (Eligibility Inquiry) | `parse(text, *, input_file="") -> ParseResult270` | `cyclone.parsers.models_270.ParseResult270` | `minimal_270.txt` | reuses `PayerConfig` shape |
| `parse_271.py` | 271 (Eligibility Response) | `parse(text, *, input_file="") -> ParseResult271` | `cyclone.parsers.models_271.ParseResult271` | `minimal_271.txt` | reuses `PayerConfig` shape |
| `parse_ta1.py` | TA1 (Interchange ACK) | `parse_ta1_text(text, *, input_file="") -> ParseResultTa1` | `cyclone.parsers.models_ta1.ParseResultTa1` | `minimal_ta1.txt` | none — single-shape ack |
Companion modules (not parsers, but shipped alongside):
| Module | Role |
|---|---|
| `segments.py` | `Delimiters`, `_detect_delimiters`, `tokenize(text) -> list[list[str]]` |
| `models.py` | Pydantic models for 837P (`ParseResult`, `ClaimOutput`, `Envelope`, `BatchSummary`, `ValidationIssue`, `ValidationReport`, …) |
| `models_835.py` / `models_270.py` / `models_271.py` / `models_277ca.py` / `models_999.py` / `models_ta1.py` | Pydantic models for each transaction type |
| `payer.py` | `PayerConfig` + `PayerConfig835` factories |
| `exceptions.py` | `CycloneParseError`, `CycloneValidationError` |
| `cas_codes.py` | CARC lookup: `reason_label(group, reason)`, `all_known_codes()`, `LAST_UPDATED` |
| `validator.py` | 837P rules: R010R100, R200R210; `validate(claim, config) -> ValidationReport` |
| `validator_835.py` | 835 rules: `R835_*` (e.g. `R835_BPR01_handling_code_allowed`); `validate(result, cfg) -> ValidationReport` |
| `serialize_270.py` / `serialize_837.py` / `serialize_999.py` | Outbound (Cyclone → payer) serializers — mirror of `parse_*` |
| `writer.py` / `writer_835.py` | Output writers (one JSON per claim) |
| `batch_ack_builder.py` | `build_ack_for_batch` — produces a 999 for a parsed 837 batch |
| `__init__.py` | Lazy PEP 562 re-exports (`parse`, `parse_835`, `parse_999`, `parse_270`, `parse_271`, `parse_277ca`, plus all models) |
Fixture rule: every parser ships at least one flat fixture in
`backend/tests/fixtures/<edi>-sample.txt`. Prodfiles sources live in
`docs/prodfiles/{837p-from-axiscare,835fromco,FromHPE,claims}/` — copy
from there, never reach in from a test.
@@ -0,0 +1,138 @@
---
name: cyclone-frontend-page
description: "Cyclone React page conventions (TanStack Query, use<X> hook, drawer, URL state, .test.tsx sibling, Layout / PageHeader / Sidebar). Use when: adding a new page, refactoring an existing one, or wiring a drawer into a page."
---
# cyclone-frontend-page
Cyclone pages live at `src/pages/<Name>.tsx`: a `use<X>` hook in `src/hooks/use<X>.ts` does the fetching (and optionally the live-tail subscription), `<Layout>` + `<PageHeader>` + `<Sidebar>` (`src/components/`) provide the app shell, and any right-side detail (claim, remittance) lives in `src/components/<DrawerName>/` whose open/close state is mirrored to the URL via `useDrawerUrlState`. This skill codifies the conventions so additions stay consistent with the eleven pages already shipped.
As of this writing: **11 pages** under `src/pages/` (9 of 11 with a `*.test.tsx` sibling — Dashboard, Upload, and BatchDiff are not yet covered; be the first when you refactor them), **~30 hooks** under `src/hooks/`, and **2 drawer modules** at `src/components/{ClaimDrawer,RemitDrawer}/`. The next increment is **SP22**.
## When to use
- **Adding a new page.** Mounting a new screen in `src/pages/` — you need the Layout + PageHeader + table shape, the `use<X>` hook split, and the route registration point in `src/App.tsx`.
- **Refactoring an existing page.** Splitting a 600-line page, swapping a manual `fetch` for a hook, or moving in-component state into the URL — load this skill to confirm the destination shape.
- **Wiring a drawer.** Adding a new right-side detail drawer (e.g. `BatchDrawer`, `ActivityDrawer`) — you need `useDrawerUrlState` for URL-driven open/close, the `src/components/<DrawerName>/` folder layout, and the deep-link contract so `?claim=…` / `?remit=…` round-trips.
- **Sharing state via URL.** Persisting filter / page / drawer state across reloads — confirm the `useDrawerUrlState` / `useRemitDrawerUrlState` hook pair is the right tool before reaching for `useState` + history.
## Conventions
1. **Page shape.** Every page in `src/pages/<Name>.tsx` exports a `function <Name>()` (most pages use a named export — see `src/pages/Claims.tsx:51`, `Remittances.tsx:62`, `Dashboard.tsx:68`; `src/pages/Inbox.tsx:40` is the lone default export). The app shell is provided by the `<Layout>` route wrapper in `src/App.tsx:30`. Each page sets a `<PageHeader>` (`src/components/PageHeader.tsx:18`) and renders a table, list, or KPI grid. Sidebar nav is mounted once by `<Layout>` at `src/components/Sidebar.tsx`.
2. **Data hook.** Each page pairs with a `use<X>` hook in `src/hooks/use<X>.ts` (e.g. `Claims``useClaims`, `Remittances``useRemittances`, `Acks``useAcks`). The hook returns `{ data, isLoading, isError, error, refetch }` from TanStack Query's `useQuery` (see `src/hooks/useClaims.ts:24-31`, `useRemittances.ts:21-25`). Pages never call `fetch` or `@/lib/api` directly — the hook is the boundary so the page is testable with `vi.mock("@/lib/api", ...)`.
3. **Live tail.** Pages with live data compose three hooks in order: the `use<X>` initial fetch, `useTailStream(resource)` (`src/hooks/useTailStream.ts:80` — opens the NDJSON stream, drives the backoff/stall state machine), and `useMergedTail(resource, baseItems, filterFn?)` (`src/hooks/useMergedTail.ts:25` — merges snapshot + tail, dedup'd by id). The full wiring lives at `src/pages/Claims.tsx:85-89` and `Remittances.tsx:81-83`. The streaming subscription belongs on the page, not in the data hook — hoisting it couples the lifecycle to whoever mounts `use<X>`.
4. **Drawer.** Right-side detail drawers live in `src/components/<DrawerName>/` (currently `ClaimDrawer/`, `RemitDrawer/`) with a barrel `index.ts` (`src/components/ClaimDrawer/index.ts:1-14`). The drawer is wired to URL state via `useDrawerUrlState()` for `?claim=…` (`src/hooks/useDrawerUrlState.ts`) or `useRemitDrawerUrlState()` for `?remit=…` (`src/hooks/useRemitDrawerUrlState.ts`). Open state is driven by the URL, not a `useState` flag, so deep-links round-trip.
5. **Tests.** Every page gets a `src/pages/<Name>.test.tsx` sibling (e.g. `Claims.test.tsx`, `Remittances.test.tsx`, `Batches.test.tsx`). Every hook gets a `src/hooks/use<X>.test.ts` sibling (e.g. `useClaims.test.ts`, `useRemittances.test.ts`). The shared setup — `// @vitest-environment happy-dom`, `IS_REACT_ACT_ENVIRONMENT = true`, `QueryClient` provider, `vi.mock("@/lib/api", ...)` — is documented in `cyclone-tests`; mirror `src/pages/Claims.test.tsx:1-30` for the canonical page-test shape.
6. **UI primitives.** Use Radix-backed components from `src/components/ui/` (`button.tsx`, `dialog.tsx`, `table.tsx`, `select.tsx`, `pagination.tsx`, `empty-state.tsx`, `error-state.tsx`, `filter-chips.tsx`, `skeleton.tsx`, `input.tsx`, `label.tsx`, `card.tsx`, `badge.tsx`, `skip-link.tsx`, `claim-state-badge.tsx`). Don't pull in a new UI library without discussion — every primitive here is already consumed by at least one shipped page.
7. **Routing.** Pages register their route in `src/App.tsx` as a `<Route path="<name>" element={<<Name>> />} />` inside the `<Layout>` element wrapper (`src/App.tsx:30-44`). Currently every page is a static import; switch to `React.lazy(() => import(...))` only if a page grows heavy (large parse/EDI libs, chart code) and the import cost shows up in the bundle report.
## Patterns
### `Claims.tsx`-style page (Layout + PageHeader + table + drawer)
Canonical page shape — composes the data hook, the tail triplet, and
`useDrawerUrlState` for the `?claim=…` deep-link. See
`src/pages/Claims.tsx:51-200` for the full file.
```tsx
import { useMemo, useState } from "react";
import { Table, TableBody, TableRow, /* … */ } from "@/components/ui/table";
import { PageHeader } from "@/components/PageHeader";
import { ClaimDrawer } from "@/components/ClaimDrawer";
import { useClaims } from "@/hooks/useClaims";
import { useDrawerUrlState } from "@/hooks/useDrawerUrlState";
import { useTailStream } from "@/hooks/useTailStream";
import { useMergedTail } from "@/hooks/useMergedTail";
import { TailStatusPill } from "@/components/TailStatusPill";
export function Claims() {
const [status, setStatus] = useState<ClaimStatus | null>(null);
const params = useMemo(() => ({ status, limit: 25, offset: 0 }), [status]);
const { data } = useClaims(params);
const { status: tailStatus, lastEventAt, forceReconnect } = useTailStream("claims");
const items = useMergedTail("claims", data?.items ?? [], (c) => !status || c.status === status);
const { claimId, openClaim, closeClaim } = useDrawerUrlState();
return (
<>
<PageHeader
eyebrow="Inbox"
title="Claims"
status={<TailStatusPill status={tailStatus} lastEventAt={lastEventAt} onReconnect={forceReconnect} />}
/>
<Table>
<TableBody>
{items.map((c) => (
<TableRow key={c.id} onClick={() => openClaim(c.id)}>{/* …cells… */}</TableRow>
))}
</TableBody>
</Table>
<ClaimDrawer claimId={claimId} claims={items} onClose={closeClaim} onNavigate={openClaim} />
</>
);
}
```
### `use<X>` data hook (TanStack Query)
Pattern from `src/hooks/useClaims.ts:24-67` and `useRemittances.ts:21-65`.
Returns a stable shape so the page treats all data hooks uniformly.
The tail subscription lives on the page (see Convention 3), not here.
```ts
import { useQuery } from "@tanstack/react-query";
import { api, type ListClaimsParams, type PaginatedResponse } from "@/lib/api";
import type { Claim } from "@/types";
export function useClaims(params: ListClaimsParams) {
return useQuery<PaginatedResponse<Claim>>({
queryKey: ["claims", params],
queryFn: () => api.listClaims<Claim>(params),
enabled: api.isConfigured,
// …in-memory fallback when !api.isConfigured…
});
}
```
### Drawer component with `useDrawerUrlState`
Pattern from `src/components/ClaimDrawer/ClaimDrawer.tsx:1-50` +
`src/hooks/useDrawerUrlState.ts`. The drawer takes `claimId` as a
prop (driven by the URL), renders nothing when `null`, and uses
`useDrawerKeyboard` for j/k navigation + Escape to close. The page
that mounts it controls the URL — `openClaim("abc")` sets `?claim=abc`,
removing the param closes the drawer, and reload preserves the state.
```tsx
import { Dialog, DialogContent } from "@/components/ui/dialog";
import { useClaimDetail } from "@/hooks/useClaimDetail";
import { useDrawerKeyboard } from "@/hooks/useDrawerKeyboard";
export function ClaimDrawer({ claimId, claims, onClose, onNavigate, onToggleHelp }) {
const open = claimId !== null;
const { data, isLoading, isError, error } = useClaimDetail(claimId);
useDrawerKeyboard({ open, claims, onClose, onNavigate, onToggleHelp });
if (!open) return null;
return (
<Dialog open onOpenChange={(o) => !o && onClose()}>
<DialogContent>{/* header + body panels from useClaimDetail… */}</DialogContent>
</Dialog>
);
}
```
## Anti-patterns
- **Don't `fetch` from inside a page component.** All API access goes through the `use<X>` hook in `src/hooks/use<X>.ts`. Pages that reach for `fetch(...)` directly can't be tested with `vi.mock("@/lib/api", ...)` and split the data lifecycle across files. The hook returns `{ data, isLoading, isError, error, refetch }` so the page is a pure renderer.
- **Don't open a drawer via local component state.** A `const [open, setOpen] = useState(false)` for a drawer breaks deep-links and reload-restore. Use `useDrawerUrlState()` (claim) or `useRemitDrawerUrlState()` (remit) so the URL is the single source of truth.
- **Don't put domain logic in JSX.** Conditional renderings, table sorting, and KPI math all belong in the `use<X>` hook or a pure helper under `src/lib/` (e.g. `src/lib/format.ts` for currency / date formatting). JSX is for layout; mixing in `items.filter(...).sort(...)` inline is hard to test and hides behavior from the hook.
- **Don't call `useTailStream` from inside a `use<X>` hook.** The streaming subscription belongs on the page (see `src/pages/Claims.tsx:85-89`). Hoisting it into `useClaims` couples the open/close lifecycle of the page to whoever mounts the hook, and breaks the one-resource-one-page ownership that the backoff/stall state machine assumes.
- **Don't import a new UI library to render a button, modal, or table.** Radix-backed primitives in `src/components/ui/` already cover every widget the shipped pages use. Reach for a new library only after the primitive gap is real and the proposal is in a spec / PR.
## Related skills
- **`cyclone-tail`** — load for any live-data page (Claims, Remittances, ActivityLog). Documents the `useTailStream` + `useMergedTail` triplet, the `<TailStatusPill>` wiring, and the 30s stall threshold (`STALL_TIMEOUT_MS = 30_000` at `useTailStream.ts:53`).
- **`cyclone-api-router`** — load when a page is calling a new HTTP endpoint. Documents `api_routers/<topic>.py` vs. inline `api.py` registration and the response / error-envelope shapes.
- **`cyclone-tests`** — load when adding the `*.test.tsx` sibling. Documents the `// @vitest-environment happy-dom` setup, `IS_REACT_ACT_ENVIRONMENT = true`, the `@testing-library/react` vs. `createRoot`+`Probe` rendering styles, and the `vi.mock("@/lib/api")` convention.
- **`cyclone-edi`** — load when a page renders parsed 837P / 835 / 999 / 270 / 271 / 277CA / TA1 content (ServiceLinesTable, CAS panels, ValidationPanel). Documents the parser modules, the R-coded validator rules, and the CAS / CARC / NPI / EIN helpers.
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---
name: cyclone-spec
description: "Cyclone SP-N superpowers increment flow — spec → plan → implement → merge. Use when: starting a new numbered feature increment, naming a branch, opening a SP-N PR, or doing the merge dance into main."
---
# cyclone-spec
The Cyclone repo ships every new feature as a numbered **SP-N increment**:
a spec, a plan, an implementation branch, and a single atomic merge commit
into `main`. This skill encodes the conventions so every increment follows
the same shape and the commit history stays auditable.
As of this writing: **16 specs** in `docs/superpowers/specs/`, **12 plans**
in `docs/superpowers/plans/`, and SP numbers used through **SP21** (the
universal-drilldown design in progress). The next increment is **SP22**.
## When to use
- **Starting a new feature increment.** You are about to add a numbered
feature, fix that crosses subsystem boundaries, or anything bigger than
a one-line change. Before you write code, reserve the next SP number and
write the spec.
- **Naming the spec / plan files or the branch.** You have a topic, a
date, and a number — and you need the exact path / branch shape so
existing scripts and reviewers can find the artifacts.
- **Opening the SP-N PR.** You are about to push the branch and need the
PR title format and the commit-prefix conventions so the merge commit
reads cleanly.
- **Doing the merge dance.** Review is approved and you're about to land
the branch into `main`. Use this skill to confirm the merge shape — no
squash, no rebase, one atomic merge commit.
## Conventions
1. **Numbering.** Reserve the next SP-N number — the next integer after
the highest `SP<n>` already used in `git log`. Never reuse a number,
even after deletion. Numbering is monotonic and lives in the merge
history.
2. **Branch.** `sp<N>-<short-kebab-topic>` — e.g. `sp22-line-reconciliation`,
`sp9-multi-payer-npi`. Kebab-case, lowercase, no spaces, no slashes.
The branch name is the canonical handle for the increment.
3. **Spec path.** `docs/superpowers/specs/YYYY-MM-DD-cyclone-<topic>-design.md`
with header `Status: Draft, pending user review`. One spec per
increment. Real examples: `2026-06-19-cyclone-db-reconciliation-design.md`
(SP3), `2026-06-20-cyclone-multi-payer-npi-sftp-design.md` (SP9).
4. **Plan path.** `docs/superpowers/plans/YYYY-MM-DD-cyclone-<topic>.md`.
Header per the upstream `superpowers:writing-plans` skill: a
`For agentic workers:` line that names
`superpowers:subagent-driven-development` or
`superpowers:executing-plans`, plus a `Goal / Architecture / Tech
Stack / Spec` metadata block, then numbered tasks with
`- [ ] Step N:` checkboxes.
5. **Commit prefix.** All commits on the branch follow these prefixes —
they make the SP-N merge commit readable and let `git log --grep`
filter cleanly:
- `feat(sp<N>): …` — implementation commits (e.g. `feat(sp20): NPI Luhn checksum + Tax ID format validation`).
- `docs(spec): …` — landing the spec (e.g. `docs(spec): design for CycloneStore split (Step 4)`).
- `docs(plan): …` — landing the plan.
- `merge: SP<N> <topic> into main` — the merge commit itself (e.g. `merge: SP14 5-lane Inbox UI + acknowledge action into main`).
6. **PR title.** `SP<N> <Topic>` — e.g. `SP22 Line reconciliation`.
Matches the merge-commit subject so GitHub's "merged PR" view and the
`git log` entry are identical strings.
7. **Merge shape.** A single atomic merge commit into `main` after
review. **No squash** — squash collapses the per-commit history and
breaks the SP-N audit trail. **No rebase** — rebase rewrites the SHAs
the PR review was performed against. The SP-N merge commit *is* the
record of the increment landing.
## Patterns
### Spec header (canonical SP-N shape, post-SP9)
This is the canonical header for new specs. Older specs (pre-SP9) deviate
slightly — different title style, no Branch or Aesthetic direction line —
and have not been retroactively normalized. **Use this template for any
new SP-N spec.**
```markdown
# Sub-project <N> — <Topic>: Design Spec
**Date:** YYYY-MM-DD
**Status:** Draft, awaiting user sign-off
**Branch:** `sp<N>-<short-kebab-topic>`
**Aesthetic direction:** <one line — e.g. "No new UI" or "Modern (geometric sans + bold borders + electric blue accent)">
## 1. Scope
<2-6 lines: what's in, what's out, with explicit out-of-scope list>
```
Worked example (matches this template): `docs/superpowers/specs/2026-06-20-cyclone-multi-payer-npi-sftp-design.md`.
### Plan header (every SP-N plan starts with this)
```markdown
# <Topic> Implementation Plan
> **For agentic workers:** REQUIRED SUB-SKILL: Use
> superpowers:subagent-driven-development (recommended) or
> superpowers:executing-plans to implement this plan task-by-task. Steps
> use checkbox (`- [ ]`) syntax for tracking.
**Goal:** <one sentence — the outcome>
**Architecture:** <one paragraph — how it's structured>
**Tech Stack:** <comma-separated list>
**Spec:** [`docs/superpowers/specs/YYYY-MM-DD-cyclone-<topic>-design.md`](../specs/...)
---
## File structure
<tree of new / modified files>
## Task 0: <setup>
## Task 1: <first user-visible step>
```
Real examples: `docs/superpowers/plans/2026-06-21-cyclone-skill-catalog.md`,
`docs/superpowers/plans/2026-06-21-cyclone-store-split.md`.
## Anti-patterns
- **Don't skip the spec ("it's a small fix").** Small fixes still get a
3-line spec when they introduce a new numbered increment. The spec is
the *what* and the audit trail; the plan is the *how*. Without a spec
the merge commit has no anchor.
- **Don't squash the merge commit.** The SP-N merge commit is the audit
trail — it tells future you exactly which feature landed and which
commits composed it. Squash collapses that into one opaque commit and
the per-commit history is lost.
- **Don't put code in the spec — the spec is the *what*, the plan is the
*how*.** Specs describe scope, goals, non-goals, and decisions. Code
snippets belong in the plan (with checkbox steps) or in the diff, not
in the spec. SP-N specs in this repo routinely have **zero** code
blocks.
## Related skills
- **`cyclone-tests`** — every spec lists test impact; load this when
drafting or reviewing the spec to confirm fixture / `.test.tsx`
implications.
- **`cyclone-edi`** — load when the SP-N increment touches an EDI parser,
validator rule, or CAS mapping.
- **`cyclone-tail`** — load when the increment changes the live-tail wire
format or adds a streaming page.
- **`cyclone-store`** — load when the increment adds a write-path,
touches `store.py`, or wires a new `<entity>_written` event.
- **`cyclone-api-router`** — load when the increment adds or changes an
HTTP endpoint in `api_routers/`.
- **`cyclone-frontend-page`** — load when the increment adds or
refactors a page in `src/pages/`.
- **`cyclone-cli`** — load when the increment adds a CLI subcommand or
changes exit codes.
- **`superpowers:brainstorming`** (global) — run before the spec to lock
the scope / decisions in the spec's `## Decisions (locked during
brainstorming)` section.
- **`superpowers:writing-plans`** (global) — produces the plan header
format every SP-N plan follows.
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---
name: cyclone-store
description: "Cyclone store write-paths, the pubsub event contract (claim_written / remittance_written / activity_recorded), and the SP21 store-split boundary map. Use when: touching store.py, adding a new entity, wiring a new write event, or splitting a store module."
---
# cyclone-store
Cyclone persists every parsed X12 batch through one facade,
`CycloneStore` (`backend/src/cyclone/store.py:882`). Every write
inserts the row AND publishes a pubsub event on the in-process
`EventBus` (`backend/src/cyclone/pubsub.py:20`) so live-tail pages
see new rows the moment they land. The event contract is the seam
between persistence and streaming — a wrong event name silently
goes stale.
As of this writing: the store is a **single 2412-line module** and
the SP21 split into `backend/src/cyclone/store/` is in progress.
Three event kinds: `claim_written`, `remittance_written`,
`activity_recorded`. Next: **SP22**.
## When to use
- **Adding a new entity.** You need a new ORM model + write method +
event kind + snapshot serializer and want to know where each piece
lives (current monolith vs. post-SP21 module).
- **Wiring a new write event.** You're adding a `<entity>_written`
event and need both the publish call in the store AND the
subscribe call in the live-tail endpoint to stay in sync.
- **Debugging a write-path issue.** A page isn't reflecting new
rows, the DB has the row but the stream is silent, or the publish
raises and rolls back the transaction.
- **Splitting a store module.** You're moving a domain out of
`store.py` into its own module under `backend/src/cyclone/store/`
and need the SP21 module list + facade re-export rules.
## Conventions
1. **All writes go through `CycloneStore`.** Route handlers and
parsers must not write directly to the ORM session. The facade
opens a short-lived session via `db.SessionLocal()()`. Direct ORM
access is the #1 way the live-tail contract gets bypassed (no
event published → page silently goes stale). Read paths are
similar — prefer the facade's `iter_*` / `get_*` methods over raw
`s.execute(select(...))`.
2. **Every write publishes an event.** The event name matches the
entity: `claim_written`, `remittance_written`,
`activity_recorded` (the trailing `_recorded` signals a
non-canonical row — activity events are derived, not first-class;
current names at `store.py:1072,1081,1096`). New entities get
`<entity>_written`; activity-style side rows get
`<entity>_recorded`. Publish is **best-effort** — failures are
logged but never roll back the persisted batch
(`store.py:1097-1098`).
3. **Snapshot shape.** Each entity has a `to_ui_<entity>` serializer
(plain Python function returning a dict) — currently
`to_ui_claim`, `to_ui_remittance`, `to_ui_claim_from_orm`,
`to_ui_remittance_from_orm`, `to_ui_provider`. Post-SP21 these
move to `backend/src/cyclone/store/ui.py`. The serializer is the
single source of truth for what the frontend sees — every event
payload MUST match what the matching list endpoint returns for
that row (`store.py:1052-1054`).
4. **SP21 boundaries.** Post-split, each domain lives in its own
module under `backend/src/cyclone/store/`: `__init__.py` (facade
+ `CycloneStore` class), `exceptions.py`, `records.py`,
`orm_builders.py`, `ui.py`, `write.py`, `batches.py`,
`claim_detail.py`, `acks.py`, `backups.py`, `inbox.py`,
`providers.py`. Cross-module writes go through `CycloneStore`
facade methods, not direct module access. The facade re-exports
every name callers currently import from `cyclone.store`. Full
list: `docs/superpowers/plans/2026-06-21-cyclone-store-split.md:25-37`.
5. **No business logic in route handlers.** A route handler validates
input, calls `store.<method>(...)`, passes the `event_bus`,
returns the serialized result. Reconciliation, idempotency
checks, CAS adjustment persistence — all live in the store.
## Patterns
### A `CycloneStore.add` write — publishes events from inserted rows
Taken from `backend/src/cyclone/store.py:898-1107`. The method opens
a session, inserts rows, then runs a sync `_publish_events_sync`
after commit so subscribers can immediately re-fetch consistent data.
```python
def add(
self,
record: BatchRecord,
*,
event_bus: "EventBus | None" = None,
) -> None:
inserted_claim_ids: list[str] = []
with db.SessionLocal()() as s:
s.add(Batch(id=record.id, kind=record.kind, ...))
if isinstance(record, BatchRecord837):
for claim in record.result.claims:
if s.get(Claim, claim.claim_id) is not None:
continue # idempotency: skip dupes
s.add(_claim_837_row(claim, record.id))
s.add(ActivityEvent(kind="claim_submitted", ...))
inserted_claim_ids.append(claim.claim_id)
# ... 835 branch + flush + cas adjustments ...
s.commit()
if event_bus is not None and inserted_claim_ids:
self._publish_events_sync(event_bus, record, inserted_claim_ids)
def _publish_events_sync(self, event_bus, record, claim_ids):
with db.SessionLocal()() as s:
for cid in claim_ids:
ui = to_ui_claim_from_orm(s.get(Claim, cid), ...)
self._sync_publish(event_bus, "claim_written", ui)
# ... remittance + activity loops ...
```
`EventBus.publish` is async but the body is pure sync `put_nowait`,
so the store calls `_sync_publish` directly to avoid forcing sync
FastAPI handlers to await.
### Backend `/api/<resource>/stream` endpoint — subscribes to the event
Taken from `backend/src/cyclone/api.py:1380-1401`. Two phases — eager
snapshot, then live subscription — wrapped in `StreamingResponse`
with `media_type="application/x-ndjson"`.
```python
@app.get("/api/claims/stream")
async def claims_stream(request: Request, ...) -> StreamingResponse:
bus: EventBus = request.app.state.event_bus
async def gen() -> AsyncIterator[bytes]:
rows = store.iter_claims(status=status, ...) # 1. Snapshot
for row in rows:
yield _ndjson_line({"type": "item", "data": row})
yield _ndjson_line({"type": "snapshot_end", "data": {"count": len(rows)}})
async for chunk in _tail_events(request, bus, ["claim_written"]): # 2. Live
yield chunk
return StreamingResponse(gen(), media_type="application/x-ndjson")
```
`_ndjson_line` and `_tail_events` live in
`backend/src/cyclone/api_helpers.py`. The `["remittance_written"]`
and `["activity_recorded"]` subscriptions are at `api.py:1891,2002`.
### Backend test — asserts both the row AND the event landed
The autouse `conftest.py` (`backend/tests/conftest.py:20`) wires a
fresh `EventBus` onto `app.state` per test.
```python
def test_publishes_claim_written_event(client: TestClient) -> None:
bus = app.state.event_bus
resp = client.post("/api/parse-837",
files={"file": ("x.837", MINIMAL_837, "text/plain")})
assert resp.status_code == 200
assert list(store.iter_claims(limit=10)) # row landed
queues = bus._subscribers.get("claim_written", []) # event published
assert queues
evt = queues[0].get_nowait()
assert evt["_kind"] == "claim_written"
```
## Anti-patterns
- **Don't read directly from the ORM in a route handler — go through
the snapshot serializer.** A handler that does
`with db.SessionLocal()() as s: row = s.get(Claim, cid); return row`
bypasses `to_ui_claim_from_orm` and silently drifts from the event
payload shape. Always call `store.get_claim_detail(cid)` (or the
equivalent `get_*` facade method).
- **Don't introduce a new event name without updating the subscriber
list.** Today every `<entity>_written` event has exactly one
consumer — the matching `/api/<resource>/stream` endpoint,
currently in `backend/src/cyclone/api.py` (claims at `:1398`,
remittances at `:1891`, activity at `:2002`). Any future split
into `backend/src/cyclone/api_routers/` must wire the same
subscription.
- **Don't merge a write method with its event publication into
separate places.** `_publish_events_sync` lives next to `add` in
`store.py:1042-1107` so reviewers see both halves of the contract
in one diff. Post-SP21 the same rule applies.
- **Don't make the publish call blocking on commit failures.**
Publish errors are caught and logged at `store.py:1097-1098`; a
failing subscriber MUST NOT roll back the persisted batch. The
batch is the source of truth; the event is the cache-invalidation
hint.
## Related skills
- **`cyclone-edi`** — the parsed `ClaimOutput` / `ParseResult<EDI>`
lands in the store via `CycloneStore.add`.
- **`cyclone-api-router`** — the route that calls `store.<method>(...)`
and (for stream endpoints) subscribes to the matching
`<entity>_written` event.
- **`cyclone-tail`** — the consumer side of the event contract;
load when changing the wire format or adding a streaming hook.
- **`cyclone-tests`** — write-path tests live under `backend/tests/`
and assert both the DB row and the event payload.
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---
name: cyclone-tail
description: "Cyclone live-tail streaming wire format and the useTailStream / useMergedTail hook triplet. Use when: adding a new streaming list page, changing the wire format, debugging stalled/reconnecting state, or modifying the StatusPill behavior."
---
# cyclone-tail
Cyclone keeps the Claims, Remittances, and Activity pages live without
polling: every store write publishes an internal EventBus event, the
page opens a `GET /api/<resource>/stream` HTTP/1.1 chunked-NDJSON
connection, and new rows land in the table the moment they hit the
database. This skill codifies the wire format, the hook triplet, and
the backoff/stall machinery so additions stay consistent with the
three streaming pages already shipped (`Claims`, `Remittances`,
`ActivityLog`).
## When to use
- **Adding a new streaming page.** Mounting `useTailStream(resource)`
on a page — you need the hook triplet shape (initial fetch +
`useTailStream` + `useMergedTail`), the `<TailStatusPill>` wiring,
and the dedup rules in `useMergedTail`.
- **Changing the wire format.** Adding a new event type — update
`TailEvent` in `src/lib/tail-stream.ts:22-44`, the dispatch switch
in `src/hooks/useTailStream.ts:173-195`, the emitter in
`backend/src/cyclone/api_helpers.py:tail_events()`, and
`references/wire-format.md`.
- **Debugging stalled/reconnecting state.** Confirm whether the
backend is heartbeating (`CYCLONE_TAIL_HEARTBEAT_S`, default `15s`)
or the stall timer fired (`STALL_TIMEOUT_MS = 30_000` at
`src/hooks/useTailStream.ts:53`).
- **Tuning heartbeat/stall timing.** Changing the 30s stall threshold
or the 15s heartbeat interval — README's "Status pill" + "Knobs"
tables need to stay in sync (`README.md:109-129`).
## Conventions
1. **Wire format.** Newline-delimited JSON. Every line is
`{"type": ..., "data": ...}`. Known `type` values: `item`
(per-row envelope), `snapshot_end` (`{"count": N}` marker after the
snapshot), `heartbeat` (`{"ts": "<iso-8601>"}` keep-alive),
`item_dropped` (`{"id": "..."}` queue-overflow notice), `error`
(`{"message": "..."}` promoted to a thrown error by the hook).
Defined at `src/lib/tail-stream.ts:22-44`; emitted by
`backend/src/cyclone/api.py:1357-2006`. See
`references/wire-format.md`.
2. **Hook triplet.** Streaming pages compose three pieces:
`useTailStream(resource)` (`src/hooks/useTailStream.ts:80` — opens
the stream, drives the backoff/stall state machine, dispatches
`item` events into `useTailStore`),
`useMergedTail(resource, baseItems, filterFn?)`
(`src/hooks/useMergedTail.ts:25` — returns
`baseItems + tailSlice` dedup'd against `baseItems`), and a
per-resource initial-fetch hook (`useClaims`, `useRemittances`,
`useActivity`). The page wires all three — see
`src/pages/Claims.tsx:87-89`.
3. **Stall threshold.** 30 seconds of total silence — heartbeats
included — flips status to `stalled` and surfaces the
`↻ Reconnect` button on `<TailStatusPill>`. Constant:
`STALL_TIMEOUT_MS = 30_000` at `src/hooks/useTailStream.ts:53`.
Re-armed on every event including `heartbeat` and `item_dropped`
(`useTailStream.ts:124-140`). Don't change without updating
`README.md:109-123`.
4. **Snapshot first.** Every stream emits the snapshot before any
live `item` events, then closes with exactly one `snapshot_end`
carrying `{"count": N}`. The hook uses `snapshot_end` to flip
`<TailStatusPill>` from `connecting` to `live` and to reset the
reconnect backoff counter (`useTailStream.ts:174-180`).
5. **Content-Type.** Stream endpoints respond with
`media_type="application/x-ndjson"` — see
`backend/src/cyclone/api.py:1401,1894,2005`. Frontend sets
`Accept: application/x-ndjson` at `src/lib/tail-stream.ts:67-70`.
Never `application/json` for a stream endpoint.
6. **Backoff.** Transient errors retry with `1s → 2s → 4s → 8s → 16s
→ 30s` capped — `BACKOFF_STEPS_MS` at
`src/hooks/useTailStream.ts:48-50`. Counter resets on every
`snapshot_end`.
7. **Heartbeat knob.** Idle heartbeat interval is configurable via
`CYCLONE_TAIL_HEARTBEAT_S` (default `15`, parsed at call time in
`backend/src/cyclone/api_helpers.py:185-198`). Tests override to
a small value to keep runtime bounded.
## Patterns
### Page-hook skeleton — `Claims.tsx`
Pattern from `src/pages/Claims.tsx:85-90`. Three hooks in order:
`useClaims(params)` (initial TanStack Query fetch),
`useTailStream("claims")` (opens the stream, owns status state), and
`useMergedTail("claims", data?.items ?? [], tailFilterFn)` (combines
initial snapshot with live tail, dedup'd by id, filtered by the page's
predicate applied AFTER dedup at `useMergedTail.ts:72-74`).
```ts
import { useClaims } from "@/hooks/useClaims";
import { useTailStream } from "@/hooks/useTailStream";
import { useMergedTail } from "@/hooks/useMergedTail";
export function ClaimsPage() {
const { data } = useClaims({ status: "submitted" });
const { status, lastEventAt, forceReconnect } = useTailStream("claims");
const tailFilterFn = (c: Claim) => c.status === "submitted";
const items = useMergedTail("claims", data?.items ?? [], tailFilterFn);
// <TailStatusPill status={status} lastEventAt={lastEventAt}
// onReconnect={forceReconnect} /> + <Table items={items} />
}
```
### Backend `/api/foo/stream` endpoint
Pattern from `backend/src/cyclone/api.py:1357-1401`. Register BEFORE
`/api/foo/{foo_id}` so the literal `stream` segment doesn't match as
an id. Two phases — eager snapshot, then live subscription — wrapped
in `StreamingResponse` with `media_type="application/x-ndjson"`.
```python
@app.get("/api/foo/stream")
async def foo_stream(
request: Request,
status: str | None = Query(None),
limit: int = Query(100, ge=1, le=1000),
) -> StreamingResponse:
bus: EventBus = request.app.state.event_bus
async def gen() -> AsyncIterator[bytes]:
# 1. Snapshot.
rows = store.iter_foos(status=status, limit=limit)
for row in rows:
yield _ndjson_line({"type": "item", "data": row})
yield _ndjson_line({"type": "snapshot_end", "data": {"count": len(rows)}})
# 2. Live subscription + heartbeats.
async for chunk in _tail_events(request, bus, ["foo_written"]):
yield chunk
return StreamingResponse(gen(), media_type="application/x-ndjson")
```
`_ndjson_line` and `_tail_events` live in
`backend/src/cyclone/api_helpers.py`; the latter forwards EventBus
events as `item` lines and emits `heartbeat` lines on the cadence
from `heartbeat_seconds()`.
### `<TailStatusPill>` wiring
Pattern from `src/components/TailStatusPill.tsx:22-83`. The pill
takes `status` + `lastEventAt` from `useTailStream` plus
`forceReconnect` so the `↻ Reconnect` button wires to the hook's
`reconnectNonce` bump (aborts and reopens the stream —
`useTailStream.ts:99-101`). The button only renders when
`status === "stalled" || status === "error"` (`TailStatusPill.tsx:52`).
## Anti-patterns
- **Don't hand-roll `fetch` + `ReadableStream` parsing in a page.**
All stream consumers go through `streamTail(resource, opts?)` at
`src/lib/tail-stream.ts:58`. The parser handles `TextDecoderStream`,
newline splitting, malformed-line tolerance (`console.warn` + skip),
the `KNOWN_TYPES` allowlist, and abort-on-signal semantics
(`tail-stream.ts:75,98,107`). Duplicating it loses all of those.
- **Don't change the wire format on one endpoint without updating
the others.** The parser (`src/lib/tail-stream.ts`) and the hook
dispatch switch (`useTailStream.ts:173-195`) are shared across all
three live streams. Adding a new event type means updating
`TailEvent`, `KNOWN_TYPES`, the dispatch `case`, the `armStall`
re-arm list, and the backend emitter — in that order.
- **Don't emit `item` events before `snapshot_end`.** The hook uses
`snapshot_end` as the marker to flip `<TailStatusPill>` from
`connecting` to `live` and to reset the reconnect backoff counter.
Emitting `item`s first lands rows in `useTailStore` but the UI
still reads "Connecting" — operators see a flash of stale state.
Emit snapshot, then `snapshot_end`, then live (`api.py:1386-1401`).
- **Don't change the 30s stall threshold without updating the README
"Status pill" table.** The constant
(`STALL_TIMEOUT_MS = 30_000` at `useTailStream.ts:53`) is the
contract the pill is documented against — a bump needs the matching
edit at `README.md:118`.
- **Don't add `useTailStream` calls from `useFoo.ts` hooks.**
Streaming connections belong on the page (`src/pages/Claims.tsx`,
`Remittances.tsx`, `ActivityLog.tsx`). Hoisting into `useFoo`
couples the lifecycle to whoever mounts it and breaks
one-resource-one-page ownership.
## Related skills
- **`cyclone-frontend-page`** — page components live in `src/pages/`;
load when adding or refactoring a streaming page to confirm the
route + `PageHeader` + table conventions.
- **`cyclone-api-router`** — endpoint conventions (`api_routers/` for
resource-group routers, `api.py` for the live-tail endpoints); load
when adding or changing an HTTP endpoint that surfaces streamed or
paginated data.
- **`cyclone-store`** — write-path conventions in `store.py` and the
pubsub event contract (`claim_written`, `remittance_written`,
`activity_recorded`); load when adding a new entity whose writes
should fan out to a stream endpoint.
- **`cyclone-tests`** — frontend `*.test.tsx` siblings cover
`useTailStream`, `useMergedTail`, `TailStatusPill`; backend
`test_api_stream_live.py` covers the three live-tail endpoints;
load when the increment changes wire-format behavior or adds a
streaming hook.
@@ -0,0 +1,76 @@
# Live-tail wire format — field reference
The Cyclone live-tail NDJSON contract is owned by the frontend parser
(`src/lib/tail-stream.ts:22-44`) and the backend emitter
(`backend/src/cyclone/api_helpers.py:tail_events()` + the three
endpoints in `backend/src/cyclone/api.py:1357-2006`). This file is the
quick reference; the canonical prose lives in the README and the
source-of-truth type definitions.
## Source
Wire format excerpt copied verbatim from `README.md:76-94` (the
"Live updates → Wire format" section). The README is the user-facing
exposition; this reference adds the per-line field semantics and the
parser-tolerance rules from the code.
> Each stream endpoint emits newline-delimited JSON. The first batch
> is the **snapshot** of currently-known rows; after that comes
> **`snapshot_end`** with the count, then the **live** events.
>
> ```json
> {"type":"item","data":{"id":"CLM-1", "...":"..."}}
> {"type":"item","data":{"id":"CLM-2", "...":"..."}}
> {"type":"snapshot_end","data":{"count":2}}
> {"type":"item","data":{"id":"CLM-3", "...":"..."}} ← live
> {"type":"heartbeat","data":{"ts":"2026-06-20T23:17:09Z"}} ← idle keep-alive
> ```
>
> Lines are `{"type": ..., "data": ...}`; known types are `item`,
> `snapshot_end`, `heartbeat`, and (rare) `item_dropped` /
> `error`. Heartbeats keep the connection alive when nothing is
> happening — clients flip to `stalled` after 30s of total silence
> (heartbeat or otherwise) and surface a **↻ Reconnect** button.
## Per-line field reference
| `type` | `data` shape | Required? | Emitted by | Parser behavior |
| -------------- | ----------------------------------------- | --------- | ------------------------------------------- | -------------------------------------------- |
| `item` | resource-specific row (`Claim` / `Remittance` / `Activity`) | yes, in `data` (the per-row envelope) | snapshot loop + `_tail_events` forwarding `claim_written` / `remittance_written` / `activity_recorded` | `dispatch(resource, ev.data)``useTailStore.addClaim` / `addRemittance` / `addActivity` (first-write-wins dedup on the id-keyed slices — `tail-store.ts:104,120`). |
| `snapshot_end` | `{"count": N}` (integer ≥ 0) | yes, on every stream | `api.py:1395,1889,1999` (one per stream, after the snapshot loop) | Flips `<TailStatusPill>` from `connecting` to `live`, resets the reconnect backoff counter to 0 (`useTailStream.ts:174-180`). |
| `heartbeat` | `{"ts": "<iso-8601 UTC>"}` | yes, but only when idle | `_tail_events` in `api_helpers.py:241-245` (cadence from `heartbeat_seconds()`, default 15s) | Re-arms the stall timer (`useTailStream.ts:124-140`); no state change. |
| `item_dropped` | `{"id": "<string>"}` | optional (rare; queue overflow) | EventBus drop-oldest path (per the spec at `docs/superpowers/specs/2026-06-20-cyclone-live-tail-design.md:299`) | Re-arms the stall timer; no state change. The `id` field is informational — the hook does not refetch on drop, the page does (see Spec §3.6). |
| `error` | `{"message": "<string>"}` | optional (server-side failure) | Reserved for future server-emitted errors (currently only thrown client-side) | Hook promotes to a thrown `Error(message)` so the catch block runs the reconnect machinery (`useTailStream.ts:190-194`). |
## Parser tolerance
The shared parser at `src/lib/tail-stream.ts` is intentionally
forgiving so a single bad frame doesn't kill the stream:
- **Trailing `\r`** is stripped per line (`tail-stream.ts:116`) so a
CRLF-terminated stream still parses.
- **Malformed JSON** (`JSON.parse` throws) → `console.warn` + skip the
line; the iterator continues (`tail-stream.ts:122-131`).
- **Unknown `type`** (not in `KNOWN_TYPES`) → `console.warn` + skip
(`tail-stream.ts:141-148`). Adding a new event type is
forward-compatible: old clients see warn lines, new clients see the
typed event.
- **Empty lines** (consecutive `\n`s) → silently skipped
(`tail-stream.ts:118`).
- **No trailing newline** → flushed as a final partial line on
stream close (`tail-stream.ts:154-178`).
- **Abort signal** → iterator exits cleanly without throwing
(`tail-stream.ts:75,98,107`).
## Endpoint inventory
| Method | Path | Subscribes to | Default sort | Defined at |
| ------ | ------------------------- | -------------------- | ------------------- | ----------------------------------- |
| GET | `/api/claims/stream` | `claim_written` | `-submission_date` | `backend/src/cyclone/api.py:1357` |
| GET | `/api/remittances/stream` | `remittance_written` | `-received_date` | `backend/src/cyclone/api.py:1858` |
| GET | `/api/activity/stream` | `activity_recorded` | `-timestamp` (limit 50) | `backend/src/cyclone/api.py:1971` |
All three accept the same query params as their non-streaming
counterparts (`status`, `payer`, `date_from`, …) so a frontend can
swap a one-shot fetch for a tail with no URL surgery. Responses are
`Content-Type: application/x-ndjson`.
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@@ -0,0 +1,166 @@
---
name: cyclone-tests
description: "Cyclone pytest + vitest fixture patterns, prodfiles layout, backend/tests/fixtures/ conventions, .test.tsx sibling rule. Use when: adding a backend pytest case, adding a frontend vitest test, or wiring in a real-EDI prodfiles sample."
---
# cyclone-tests
The Cyclone test suite is split two ways: **backend pytest** (89 test files under `backend/tests/`, 13 flat fixtures in `backend/tests/fixtures/`, one autouse `conftest.py` that resets the DB per-test) and **frontend vitest** (59 `*.test.ts(x)` siblings across `src/`, two rendering styles — `@testing-library/react` and a custom `createRoot`+`Probe` shim). This skill codifies the conventions so additions stay consistent with what's already there.
As of this writing: **89 backend test files**, **13 flat backend fixtures**, **59 frontend `*.test.ts(x)` siblings**, and **23 prodfiles samples** across `docs/prodfiles/{837p-from-axiscare,835fromco,FromHPE,claims}/`. The next increment is **SP22**.
## When to use
- **Adding a backend pytest case.** You're about to add a new `test_*.py` under `backend/tests/` and need the autouse DB-fixture rules, the fixture-path convention, and the right naming flavor (`test_api_*.py` vs `test_<module>_*.py`).
- **Adding a frontend vitest test.** You're about to add a `*.test.ts(x)` sibling and need the `// @vitest-environment happy-dom` setup, the act-environment flag, and the right rendering helper (`@testing-library/react` vs the `createRoot`+`Probe` shim).
- **Dropping in a prodfiles fixture.** You have a real EDI sample under `docs/prodfiles/<source>/` and need the copy step that makes it test-runnable without coupling the test to the prodfiles archive.
- **Debugging a flaky test.** A test passes locally but flakes in CI — load this skill to check the determinism + no-network rules before chasing the symptom.
## Conventions
1. **Frontend sibling rule.** Every new file in `src/` that contains testable logic gets a `*.test.ts(x)` next to it. `useFoo.ts``useFoo.test.ts`. `ClaimDrawer.tsx``ClaimDrawer.test.tsx`. The 59 existing siblings follow this; CI implicitly enforces it via the default `src/**/*.test.ts(x)` glob in `vitest.config.ts`.
2. **Backend test location.** Tests live under `backend/tests/test_*.py`. Two flavors, two naming patterns:
- **Integration tests** (FastAPI surface) → `test_api_<topic>_<verb>.py` — e.g. `test_api_parse_persists.py`, `test_api_999.py`.
- **Pure-unit tests** (parsers, validators, store internals) → `test_<module>_<behavior>.py` — e.g. `test_cas_codes.py`, `test_pubsub.py`.
3. **Prodfiles drop-in.** Real EDI samples live under `docs/prodfiles/<source>/<file>.txt` (sources seen so far: `837p-from-axiscare/`, `835fromco/`, `FromHPE/`, `claims/`). To use one in a test: copy the file to `backend/tests/fixtures/<descriptive-name>.txt` (flat — no per-test subdirectories; the existing 13 fixtures all sit at the top level) and reference it from the test as a module-level `Path` constant. See `## Patterns` for the exact line.
4. **Determinism.** Time-sensitive tests must not depend on wall-clock time.
- **Frontend** uses `vi.useFakeTimers()` + `vi.setSystemTime(new Date("YYYY-MM-DDTHH:MM:SSZ"))` (see `src/components/TailStatusPill.test.tsx:54-58`) and `vi.advanceTimersByTime(ms)` to drive interval / backoff code deterministically.
- **Backend** dates are passed explicitly as fixture values — e.g. `datetime.now(timezone.utc)` is fine for "now-ish" anchors, but for fixed dates pass `datetime(2026, 6, 20, tzinfo=timezone.utc)`. The project does **not** currently use `freezegun` or `mock.patch(datetime)`; if you need deterministic date mocking, propose adding `freezegun` to `backend/pyproject.toml` rather than rolling your own.
5. **No network.** Tests must not hit the network.
- **Backend:** `fastapi.testclient.TestClient(app)` runs in-process; no uvicorn. The autouse `conftest.py` fixture (`backend/tests/conftest.py:20`) points `CYCLONE_DB_URL` at `tmp_path/test.db`, calls `db._reset_for_tests()` + `db.init_db()`, and wires a fresh `EventBus` onto `app.state`.
- **Frontend:** `vi.stubGlobal("fetch", vi.fn().mockResolvedValue(...))` for hooks; `vitest.config.ts` sets `VITE_API_BASE_URL=http://test.local` so the `api` module doesn't throw `notConfiguredError` before the mock fires.
6. **pytest collection.** Run `cd backend && python -m pytest tests/<file>::<name> -v` for the fastest single-test feedback loop. Run `cd backend && python -m pytest tests/<file> -v` for one file. Run `cd backend && python -m pytest` for the full suite — this is the merge gate. Frontend: `npm test` (alias for `vitest run`) for the full suite; `npx vitest run src/hooks/useFoo.test.ts` for one file.
## Patterns
### Backend pytest using a fixture + per-test SQLite DB
Canonical shape — see `backend/tests/test_api_999.py:1-50` for the full file. The autouse `conftest.py` already provides the DB init + `EventBus` reset; most tests just add a `client` fixture.
```python
"""Tests for the FastAPI surface in cyclone.api for the 999 endpoint."""
from __future__ import annotations
from pathlib import Path
import pytest
from fastapi.testclient import TestClient
from cyclone.api import app
# Fixture reference — flat, module-level Path constant. NEVER reach into
# docs/prodfiles/ from a test; the fixtures/ dir is the test-consumed surface.
ACCEPTED = Path(__file__).parent / "fixtures" / "minimal_999.txt"
REJECTED = Path(__file__).parent / "fixtures" / "minimal_999_rejected.txt"
@pytest.fixture
def client() -> TestClient:
return TestClient(app)
def test_parse_999_endpoint_happy_path(client: TestClient):
text = ACCEPTED.read_text()
resp = client.post(
"/api/parse-999",
files={"file": ("minimal_999.txt", text, "text/plain")},
headers={"Accept": "application/json"},
)
assert resp.status_code == 200, resp.text
body = resp.json()
assert body["ack"]["ack_code"] == "A"
```
Override the autouse DB fixture only when you need a custom env (e.g. a per-test backup directory) — see `backend/tests/test_999_rejected_state.py:20-25`:
```python
@pytest.fixture(autouse=True)
def _setup(tmp_path, monkeypatch):
monkeypatch.setenv("CYCLONE_DB_URL", f"sqlite:///{tmp_path}/inbox.db")
from cyclone import db
db._reset_for_tests()
db.init_db()
yield
```
### Frontend vitest `*.test.tsx` for a component using fake timers
Pattern taken from `src/components/TailStatusPill.test.tsx:1-62` — uses `vi.useFakeTimers()` + `vi.setSystemTime(...)` to drive interval-based code deterministically.
```ts
// @vitest-environment happy-dom
// React's act warnings need an act-aware environment — mirror the other
// hook tests in this repo.
(globalThis as { IS_REACT_ACT_ENVIRONMENT?: boolean }).IS_REACT_ACT_ENVIRONMENT = true;
import { afterEach, beforeEach, describe, expect, it, vi } from "vitest";
import { MyComponent } from "./MyComponent";
describe("MyComponent", () => {
beforeEach(() => {
vi.useFakeTimers();
vi.setSystemTime(new Date("2026-06-20T12:00:30Z"));
});
afterEach(() => {
vi.useRealTimers();
});
it("test_renders_after_interval_tick", () => {
vi.advanceTimersByTime(30_000); // drive the setInterval
// …assert…
});
});
```
### Frontend vitest `*.test.tsx` for a component using `@testing-library/react` + `happy-dom`
Pattern taken from `src/hooks/useInboxLanes.test.ts:1-80`. (A handful of older tests — `useClaimDetail.test.ts`, `useDrawerUrlState.test.ts`, `TailStatusPill.test.tsx` — roll a custom `createRoot`+`Probe` shim instead. Both styles are accepted; `@testing-library/react` is preferred when the hook has async dependencies because `waitFor` is built in.)
```ts
// @vitest-environment happy-dom
(globalThis as { IS_REACT_ACT_ENVIRONMENT?: boolean }).IS_REACT_ACT_ENVIRONMENT = true;
import { afterEach, describe, expect, it, vi } from "vitest";
import { act, cleanup, renderHook, waitFor } from "@testing-library/react";
import { useMyHook } from "./useMyHook";
vi.mock("@/lib/api", () => ({
api: { fetchFoo: vi.fn() },
}));
afterEach(() => {
cleanup();
vi.unstubAllGlobals();
vi.useRealTimers();
});
describe("useMyHook", () => {
it("loads data on mount", async () => {
vi.stubGlobal("fetch", vi.fn().mockResolvedValue({
ok: true,
json: async () => ({ items: [] }),
}));
const { result } = renderHook(() => useMyHook());
await waitFor(() => expect(result.current.loading).toBe(false));
expect(result.current.items).toEqual([]);
});
});
```
## Anti-patterns
- **Don't put frontend tests in `src/__tests__/`.** No such directory exists in the codebase — `__tests__` only appears in the SP-catalog plan itself. Use the sibling rule (`useFoo.ts``useFoo.test.ts`).
- **Don't reach into `docs/prodfiles/` directly from a test.** Always copy to `backend/tests/fixtures/<name>.txt` first. The prodfiles directory is the source-of-truth archive and may be reorganized; the fixtures directory is the test-consumed surface and is stable.
- **Don't use wall-clock sleeps for timing.** A handful of legacy tests use `await new Promise((r) => setTimeout(r, 200))` (see `src/components/SearchBar.test.tsx:281,323,373` and `src/hooks/useSearch.test.ts:174`) — these are known flaky in CI. Use `vi.useFakeTimers()` + `vi.advanceTimersByTime(ms)` instead, or `waitFor(...)` from `@testing-library/react`.
## Related skills
- **`cyclone-spec`** — every SP-N spec lists test impact; load this when drafting or reviewing the spec to confirm fixture / `.test.tsx` implications for the increment.
- **`cyclone-edi`** — most backend tests cover parser + validator behavior; load when the increment touches an EDI parser or adds a validator rule (R200/R210/NPI Luhn/EIN/CAS).
- **`cyclone-tail`** — most frontend tests cover hook behavior (`useTailStream`, `useMergedTail`); load when the increment changes the wire format or adds a streaming hook.
- **`cyclone-store`** — write-path tests live here; load when the increment touches `store.py`, adds a new entity, or wires a new `<entity>_written` event.
- **`cyclone-api-router`** — endpoint tests live in `backend/tests/test_api_*.py`; load when the increment adds or changes an HTTP endpoint.
- **`cyclone-frontend-page`** — page-component tests live next to pages in `src/pages/*.test.tsx`; load when the increment adds or refactors a page.
- **`cyclone-cli`** — CLI smoke tests live in `backend/tests/test_cli_*.py`; load when the increment adds a CLI subcommand.
- **`superpowers:test-driven-development`** (global) — the upstream TDD workflow. Load first when starting any new feature increment; this skill only codifies the Cyclone-specific test layout on top of TDD.
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@@ -51,6 +51,52 @@ VITE_API_BASE_URL=http://127.0.0.1:8000
Without that, the UI falls back to its in-memory sample store via the Without that, the UI falls back to its in-memory sample store via the
existing `data` adapter (parses are disabled). existing `data` adapter (parses are disabled).
## Pipeline automation agent
For unattended round-trips (an agent / scheduler drops an 837P file
into the pipeline and waits for the 999 back from Gainwell), see the
`cyclone-pipeline` sibling project at `/Users/openclaw/dev/cyclone-pipeline/`.
It drives the full 7-phase state machine — preflight → browser upload →
parse verification → SFTP submit → TA1 wait → 999 wait → scan +
report — with structured JSON logs, crash-safe resume, and a
self-contained per-run folder under `./runs/`.
```bash
# Single file
cyclone-pipeline run /path/to/axiscare-837p.txt
# Resume a crashed run
cyclone-pipeline resume 2026-06-21-1430-001
# On/after the following Monday, verify the 835 arrived
cyclone-pipeline check-835 2026-06-21-1430-001
```
The 835 is **not** waited for inline (it lands the following Monday on
the CO Medicaid payment cycle). See
[`cyclone-pipeline/README.md`](../cyclone-pipeline/README.md) for
install, embed-in-agent example, exit codes, and the report format.
## Skills
Cyclone ships 8 project-scoped AI-assistant skills under
[`.superpowers/skills/`](.superpowers/skills/). Each one codifies the
conventions for a major subsystem so the next contributor (human or
AI) gets the lay of the land automatically.
| Skill | Owns |
|-------|------|
| [`cyclone-spec`](.superpowers/skills/cyclone-spec/SKILL.md) | The SP-N spec → plan → implement → merge flow. |
| [`cyclone-tests`](.superpowers/skills/cyclone-tests/SKILL.md) | pytest + vitest fixture patterns, prodfiles drop-in. |
| [`cyclone-edi`](.superpowers/skills/cyclone-edi/SKILL.md) | EDI parser/validator conventions (837P/835/999/270/271/277CA/TA1). |
| [`cyclone-tail`](.superpowers/skills/cyclone-tail/SKILL.md) | Live-tail streaming wire format and the hook triplet. |
| [`cyclone-store`](.superpowers/skills/cyclone-store/SKILL.md) | Store write-paths, pubsub event contract, SP21 split map. |
| [`cyclone-api-router`](.superpowers/skills/cyclone-api-router/SKILL.md) | FastAPI router conventions (`api_routers/`, `api_helpers.py`). |
| [`cyclone-frontend-page`](.superpowers/skills/cyclone-frontend-page/SKILL.md) | React page conventions (TanStack Query, drawer, URL state). |
| [`cyclone-cli`](.superpowers/skills/cyclone-cli/SKILL.md) | CLI subcommand conventions (`cli.py`, exit codes, smoke tests). |
Skills auto-load by description match — no slash command needed.
## Test ## Test
```bash ```bash
@@ -357,6 +403,245 @@ operator has created the Keychain entry on first run. See
for the one-time setup recipe and the HIPAA Security Rule §164.312(a)(2)(iv) for the one-time setup recipe and the HIPAA Security Rule §164.312(a)(2)(iv)
mapping. mapping.
### Key rotation (SP15)
`POST /api/admin/db/rotate-key` re-encrypts the SQLite file in place
with a fresh SQLCipher key via `PRAGMA rekey`, then updates the
Keychain so subsequent connections open with the new key. The
rotation holds a module-level `threading.Lock` (so two concurrent
requests can't race), disposes + rebuilds the SQLAlchemy engine with
`NullPool` (so SQLCipher's thread affinity is honored), and writes a
tamper-evident `db.key_rotated` audit event with old + new
fingerprints and the post-rotation table count. The old key is
retained in the `cyclone.db.key.previous` Keychain account for a
grace period so a botched rotation can be rolled back by hand.
## NPI checksum + Tax ID format validation (SP20)
Two pure local validators — no NPPES round-trip, no IRS e-file
lookup. Catches the 99% case (a typo at the end of an NPI, a letter in
an EIN, an extra digit, the reserved `00`/`07`/`8X` EIN prefix).
| Check | Algorithm | Surface |
|-------|-----------|---------|
| NPI | 10 digits where the last is a Luhn checksum over `80840 + body`. CMS-published example: body `123456789` → check `3` → valid NPI `1234567893`. | `cyclone.npi.is_valid_npi`, CLI `cyclone validate-npi <npi>`, API `GET /api/admin/validate-provider?npi=...`, validator rule `R021_npi_checksum` (warning) |
| Tax ID (EIN) | 9 digits, optional `XX-XXXXXXX` formatting. Rejects reserved prefixes `00`, `07`, `80``89` (IRS Pension Plan Branch). | `cyclone.npi.is_valid_tax_id`, CLI `cyclone validate-tax-id <ein>`, API `GET /api/admin/validate-provider?tax_id=...` |
### CLI
```bash
$ cyclone validate-npi 1234567893
OK: 10-digit NPI passes Luhn checksum
$ cyclone validate-npi 1234567890
INVALID: '1234567890' fails NPI Luhn checksum # exit 1
$ cyclone validate-tax-id 72-1587149
OK: 9-digit EIN (normalized=721587149)
$ cyclone validate-tax-id 00-1234567
INVALID: 9-digit EIN has reserved prefix (00); EIN is not assignable by IRS # exit 1
```
### API
```bash
curl 'http://localhost:8000/api/admin/validate-provider?npi=1234567893&tax_id=72-1587149'
# {
# "npi": {"valid": true, "skipped": false},
# "tax_id": {"valid": true, "skipped": false, "normalized": "721587149"}
# }
```
Both query params are optional; omitted fields return
`{"valid": null, "skipped": true}` so the caller can render "no check
performed" rather than treating absent input as a hard fail.
### Parser integration
The `R021_npi_checksum` rule runs alongside the existing `R020_npi_format`
in `cyclone.parsers.validator`. A billing-provider NPI that passes
R020 (right shape) but fails R021 (bad Luhn) is yielded as a
**warning**, not an error — operators sometimes ingest test fixtures
with placeholder NPIs (e.g. all-same-digit) and we don't want to block
that path. In strict mode (`--strict` / `?strict=true`) warnings are
promoted to errors.
### Files
* `cyclone/npi.py` — new module (~155 LOC).
* `cyclone.parsers.validator` — new `R021_npi_checksum` rule.
* `cyclone.api_routers.admin` — new `validate-provider` endpoint.
* `cyclone.cli``validate-npi` + `validate-tax-id` subcommands.
* Tests: `test_npi.py` (27), `test_api_validate_provider.py` (4),
`test_cli_validate.py` (8), `test_validator.py::test_r021_*` (4) —
**43 new tests**.
## Security hardening (SP19)
Three pure-ASGI middlewares sit in front of every FastAPI request.
They're sized for Cyclone's local-only posture — a misconfigured
Tailscale / ngrok bind, a buggy cron job uploading a 4 GB file, or a
port-scraper — not for hostile internet exposure.
| Middleware | Default | Override | Reject |
|------------|---------|----------|--------|
| `BodySizeLimitMiddleware` | 50 MB | `CYCLONE_MAX_BODY_BYTES` | `413 body_too_large` over Content-Length cap; chunked reads capped too |
| `RateLimitMiddleware` | 300 req/min/IP | `CYCLONE_RATE_LIMIT_PER_MIN` | `429 rate_limited` over the sliding window; `/api/health` exempt |
| `SecurityHeadersMiddleware` | always on | n/a | stamps `X-Content-Type-Options: nosniff`, `X-Frame-Options: DENY`, `Referrer-Policy: same-origin`, `Permissions-Policy`, `Content-Security-Policy: default-src 'none'; frame-ancestors 'none'` |
Every rejection (413 / 429) also writes a tamper-evident
`api.request_rejected` event into the SP11 audit chain so an
operator can correlate a misbehaving client with the SP18 JSON logs:
```json
{"event_type":"api.request_rejected","entity_id":"POST /api/parse-837","payload":{"status":413,"reason":"body_too_large","path":"/api/parse-837","method":"POST","ip":"127.0.0.1"}}
```
### Health probe
`GET /api/health` now returns a subsystem snapshot:
```json
{
"status": "ok",
"version": "0.1.0",
"db": {"ok": true},
"scheduler": {"running": true, "interval_s": 60, "sftp_block": "co_medicaid",
"backup_scheduler_running": false, "backup_interval_hours": 24.0},
"pubsub": {"parse_completed": 1, "batch_added": 1},
"batch": {"last_batch_id": 42, "last_batch_kind": "837P",
"last_batch_at": "2026-06-21T15:30:00.123Z",
"last_batch_filename": "TP11525703-837P-..."}
}
```
Returns `"status": "degraded"` if any subsystem reports an error —
the per-subsystem dict still surfaces so an operator can see which
one is unhappy. `/api/health` is rate-limit exempt so a load balancer
hammering the endpoint doesn't trip the limiter.
### Files
* `cyclone.security``BodySizeLimitMiddleware`,
`RateLimitMiddleware`, `SecurityHeadersMiddleware`, and
`get_health_snapshot()` (~330 LOC).
* `cyclone.api_routers.health` rewritten to use `get_health_snapshot()`.
* `cyclone.pubsub.EventBus.stats()` — new method that returns
per-kind subscriber counts.
* `tests/test_security.py` — 13 new tests.
## Structured logging (SP18)
Cyclone emits newline-delimited JSON to stderr by default — readable
by `jq`, Loki, Vector, ELK, or any log shipper. Every record carries
`ts` (ISO 8601 ms UTC), `level`, `logger`, `msg`, and an optional
`extra` dict for structured fields. Exceptions render as a
`traceback` string.
```
{"ts":"2026-06-21T15:30:00.123Z","level":"INFO","logger":"cyclone.scheduler","msg":"Processed inbound file","extra":{"input_filename":"ACK_999.x12","parser":"parse_999","claims":3}}
{"ts":"2026-06-21T15:30:01.456Z","level":"ERROR","logger":"cyclone.api","msg":"Backup create failed","extra":{"reason":"BackupError: passphrase mismatch"},"traceback":"Traceback ..."}
```
### PII scrubbing
A `PiiScrubber` filter is attached to the root logger and rewrites
obvious PHI patterns to `<redacted:npi>` / `<redacted:ssn>` /
`<redacted:dob>` / `<redacted:patient_name>` before any handler sees
the record:
| Pattern | Replacement |
|---------|-------------|
| `\b\d{10}\b` | `<redacted:npi>` |
| `\b\d{3}-\d{2}-\d{4}\b` or `\b\d{9}\b` at phrase boundary | `<redacted:ssn>` |
| `(dob\|date_of_birth)[:=]\s*\d{4}-\d{2}-\d{2}` | preserves the key, redacts the date |
| `patient_name=...` | full chunk redacted |
| Extras with key `dob`/`ssn`/`npi`/`patient_name`/… | value redacted regardless of shape |
The scrubber is conservative — bare ISO dates without a `dob=` prefix
are **not** scrubbed (they're too often timestamps or batch IDs), and
11+ digit numbers are left alone (they can't be NPIs). Disable for
forensic mode with `CYCLONE_LOG_NO_PII_SCRUB=1`.
### Knobs
| Env var | Default | Meaning |
|---------|---------|---------|
| `CYCLONE_LOG_LEVEL` | `INFO` | Root logger level. `DEBUG` for troubleshooting. |
| `CYCLONE_LOG_FILE` | (none) | Write to this path via `RotatingFileHandler` (10 MB × 5 backups). |
| `CYCLONE_LOG_JSON` | `true` | `false` uses the dev tabular formatter. |
| `CYCLONE_LOG_NO_PII_SCRUB` | (none) | `1` disables scrubbing. |
CLI:
```
cyclone --log-format=dev parse-837 sample.x12 --output-dir out/ # tabular for tail -f
cyclone --log-file=/var/log/cyclone.log backup create # JSON to rotating file
```
The `parse-837` / `parse-835` subcommands also accept `--log-level`
which re-runs `setup_logging()` so the per-invocation level overrides
the group default.
### Files
* `cyclone.logging_config``JsonFormatter`, `CycloneDevFormatter`,
`PiiScrubber`, `setup_logging()`.
* `tests/test_logging_formatter.py` (11), `test_logging_scrubber.py`
(13), `test_logging_setup.py` (10) — 34 new tests.
* `cyclone.api` lifespan calls `setup_logging()` first; the CLI
`main` group does the same.
## Encrypted Backups (SP17)
The BackupService takes an online consistent snapshot of the live
SQLite file via SQLite's `.backup()` API, encrypts the bytes with
AES-256-GCM, and writes a `.bin` + `.meta.json` pair into the backup
directory (default `~/.local/share/cyclone/backups/`). The encryption
key is derived from a separate passphrase in the macOS Keychain
(PBKDF2-HMAC-SHA256, 200,000 iterations, 16-byte salt persisted to
Keychain) — so a SQLCipher DB-key compromise does not unlock the
backups, and a backup-passphrase compromise does not unlock the live
DB. If neither is set, the service refuses (`BackupError`) rather than
silently writing plaintext.
| Method | Path | Purpose |
| ------ | ---- | ------- |
| POST | `/api/admin/backup/create` | Take an encrypted backup now. |
| GET | `/api/admin/backup/list` | List `db_backups` rows (newest first, filterable). |
| GET | `/api/admin/backup/status` | Counts, disk usage, last-run timestamp, scheduler snapshot. |
| POST | `/api/admin/backup/{id}/verify` | Decrypt + SHA-256 verify against the sidecar. |
| POST | `/api/admin/backup/{id}/restore/initiate` | First step: get `restore_token` + preview (fingerprints of backup vs live). |
| POST | `/api/admin/backup/{id}/restore/confirm` | Second step: dispose engine, copy decrypted DB, rebuild engine. |
| POST | `/api/admin/backup/prune` | Apply retention policy now. |
| POST | `/api/admin/backup/scheduler/{start,stop,tick}` | Operate the backup scheduler. |
Restore is two-step by design: an idle browser tab can't nuke the
live DB. The first call returns a one-shot 64-char hex
`restore_token` plus a side-by-side preview (`backup_db_fingerprint`,
`backup_table_count`, `current_db_fingerprint`, `current_table_count`).
The second call swaps the live engine only if the token matches
within a 5-minute TTL.
The scheduler (auto-start opt-in via `CYCLONE_BACKUP_AUTOSTART`)
ticks every `CYCLONE_BACKUP_INTERVAL_HOURS` (default 24), runs
`create_now` + `prune`, and writes audit events for each outcome
(`db.backup_created`, `db.backup_failed`, `db.backup_pruned`,
`db.backup_restored`). The CLI mirrors the API surface:
```bash
cyclone backup init-passphrase # one-time; interactive
cyclone backup create
cyclone backup list
cyclone backup verify <id>
cyclone backup restore <id> --yes
cyclone backup prune --yes
cyclone backup status
```
Retention defaults to 30 days (`CYCLONE_BACKUP_RETENTION_DAYS`). The
retention policy is best-effort: an operator who runs `cyclone
backup create` manually retains full control.
## SFTP Wire-Up (paramiko) ## SFTP Wire-Up (paramiko)
The `clearhouse.submit` endpoint uses `paramiko` to push a batch of The `clearhouse.submit` endpoint uses `paramiko` to push a batch of
@@ -473,7 +758,7 @@ backup API).
## Roadmap ## Roadmap
Sub-projects 2 through 13 are **shipped**. See the [completeness Sub-projects 2 through 19 are **shipped**. See the [completeness
review](docs/reviews/2026-06-20-cyclone-completeness-review.md) for review](docs/reviews/2026-06-20-cyclone-completeness-review.md) for
the honest gap analysis against the industry definition of a HIPAA the honest gap analysis against the industry definition of a HIPAA
clearinghouse — the short version is that the local-only, clearinghouse — the short version is that the local-only,
@@ -484,6 +769,83 @@ scope.
Shipped sub-projects (most recent first): Shipped sub-projects (most recent first):
- **Sub-project 22 (shipped) — Pipeline automation agent.** A
sibling project at `/Users/openclaw/dev/cyclone-pipeline` that
drives the full 7-phase round-trip (preflight → browser upload →
parse verify → SFTP submit → TA1 wait → 999 wait → scan + report)
with crash-safe resume, structured JSON logging, idempotency
dedup, and a per-run report. Pure Python 3.11+ (httpx, Playwright,
Click, pydantic v2, structlog). The 835 is not waited for inline —
it lands the following Monday — and is verified by a separate
`check-835` subcommand. Embeddable as a library for OpenClaw / Nora
agent integration. See
[Pipeline automation agent](#pipeline-automation-agent) above.
- **Sub-project 19 (shipped) — Security hardening + health probe.**
Three pure-ASGI middlewares (`BodySizeLimitMiddleware`,
`RateLimitMiddleware`, `SecurityHeadersMiddleware`) close the
completeness-review gaps §3.1.4 (no body/rate limits) and §3.1.25
(no CSP / security headers). 413/429 rejections emit a
tamper-evident `api.request_rejected` audit event (SP11 chain).
`/api/health` is now a rich subsystem snapshot — DB connectivity,
MFT scheduler state, backup scheduler state, live pubsub
subscriber counts, last batch id + timestamp. See
[Security hardening (SP19)](#security-hardening-sp19) below.
- **Sub-project 20 (shipped) — NPI checksum + Tax ID format validation.**
Pure local validators (`cyclone.npi`) — no NPPES round-trip, no IRS
e-file lookup. Catches the 99% typo case at parse time. NPI uses
CMS-published Luhn over `80840 + body` (example: `1234567893` is
valid). EIN rejects reserved prefixes (`00`, `07`, `80``89`).
Surface: `cyclone validate-npi` / `validate-tax-id` CLI subcommands,
`GET /api/admin/validate-provider`, new `R021_npi_checksum`
validator rule (warning, not error — placeholder NPIs in test
fixtures shouldn't block ingest). See
[NPI checksum + Tax ID format validation (SP20)](#npi-checksum--tax-id-format-validation-sp20)
below.
- **Sub-project 18 (shipped) — Structured JSON logging.** All logs
emitted by the API, CLI, scheduler tick loop, and backup service
flow through a `JsonFormatter` (newline-delimited JSON, ISO-8601 ms
timestamps) by default. A `PiiScrubber` filter redacts obvious PHI
(NPIs, SSNs, DOBs, patient names) from message + extras — both via
inline patterns (`npi 1881068062`) and via PHI-keyed extras
(`extra={"dob": "1980-04-12"}`). Configurable via env vars
(`CYCLONE_LOG_LEVEL`, `CYCLONE_LOG_FILE`, `CYCLONE_LOG_JSON`,
`CYCLONE_LOG_NO_PII_SCRUB`) and CLI flags
(`--log-format=json|dev`, `--log-file=…`); a tabular `CycloneDevFormatter`
is the opt-out for `tail -f` in dev. See
[Structured logging](#structured-logging-sp18) below.
- **Sub-project 17 (shipped) — Encrypted DB backups.** Automated
encrypted backups via AES-256-GCM (PBKDF2-HMAC-SHA256, 200k iters).
The operator sets a separate passphrase in the macOS Keychain
(`cyclone backup init-passphrase`); if missing, the service falls
back to deriving from the SQLCipher DB key with a WARNING. Online
backups via SQLite `.backup()`, two-step restore (`initiate`
`confirm` with one-shot 64-char hex token), retention pruning with
a 30-day default, and a tamper-evident audit chain (`db.backup_created`,
`db.backup_failed`, `db.backup_pruned`, `db.backup_restored`,
`db.backup_passphrase_set`). Backup scheduler ticks every 24h
(configurable); auto-start opt-in via `CYCLONE_BACKUP_AUTOSTART`.
Seven admin endpoints + six CLI subcommands. See
[Encrypted Backups](#encrypted-backups) below.
- **Sub-project 16 (shipped) — Live MFT polling scheduler.** asyncio
background loop polls the Gainwell MFT inbound path, downloads
new files, and routes them through the right parser (999 / 835 /
277CA / TA1). Idempotent (re-ticks skip already-processed files
via the new `processed_inbound_files` table). Crash-safe (per-file
try/except so a bad file doesn't stop the loop). Five admin
endpoints (`/api/admin/scheduler/{status,start,stop,tick,processed-files}`).
- **Sub-project 15 (shipped) — SQLCipher key rotation.** In-place
rotation via `PRAGMA rekey`, serialized through a module-level
`threading.Lock` and a SQLAlchemy `NullPool` to keep SQLCipher
thread-affine under FastAPI's per-request threadpool. Writes a
`db.key_rotated` audit event with old + new key fingerprints and
post-rotation `table_count`. See
[Encryption at Rest — Key rotation](#key-rotation).
- **Sub-project 14 (shipped) — 5-lane Inbox UI.** The Payer-Rejected
lane is now rendered in the Inbox alongside Rejected / Candidates /
Unmatched / Done today. New bulk action
`POST /api/inbox/payer-rejected/acknowledge` drops claims from the
working surface without erasing the original 277CA rejection event
(audit log stays intact, SP11).
- **Sub-project 13 (shipped) — SFTP wire-up.** `paramiko`-backed - **Sub-project 13 (shipped) — SFTP wire-up.** `paramiko`-backed
`SftpClient` replaces the SP9 stub. The clearhouse.submit endpoint `SftpClient` replaces the SP9 stub. The clearhouse.submit endpoint
actually pushes to actually pushes to
+775 -6
View File
@@ -9,8 +9,11 @@ The frontend (Vite/React on http://localhost:5173) uploads an X12 file via
— one envelope, one line per claim/payout, then one summary — so the — one envelope, one line per claim/payout, then one summary — so the
UI can render records incrementally as they're produced. UI can render records incrementally as they're produced.
CORS is configured to allow the Vite dev origin (``http://localhost:5173``) CORS is configured to allow the Vite dev origins (``http://localhost:5173``
plus GET/POST with any header. and ``http://127.0.0.1:5173`` — both forms are valid dev-server addresses
but CORS treats them as distinct origins) plus GET/POST with any header.
Additional origins (LAN IPs, staging hosts) can be appended via the
``CYCLONE_ALLOWED_ORIGINS`` env var as a comma-separated list.
""" """
from __future__ import annotations from __future__ import annotations
@@ -19,9 +22,11 @@ import csv
import io import io
import json import json
import logging import logging
import os
import uuid import uuid
from datetime import datetime, timezone from datetime import datetime, timezone
from contextlib import asynccontextmanager from contextlib import asynccontextmanager
from time import monotonic
from typing import Any, AsyncIterator from typing import Any, AsyncIterator
from fastapi import FastAPI, File, HTTPException, Query, Request, UploadFile from fastapi import FastAPI, File, HTTPException, Query, Request, UploadFile
@@ -31,6 +36,8 @@ from pydantic import ValidationError
from cyclone import __version__, db from cyclone import __version__, db
from cyclone.db import Claim, ClaimState, Remittance from cyclone.db import Claim, ClaimState, Remittance
from sqlalchemy import desc, or_
from sqlalchemy.exc import IntegrityError
from cyclone.inbox_state import apply_999_rejections from cyclone.inbox_state import apply_999_rejections
from cyclone.inbox_state_277ca import apply_277ca_rejections from cyclone.inbox_state_277ca import apply_277ca_rejections
from cyclone.audit_log import AuditEvent, append_event, verify_chain from cyclone.audit_log import AuditEvent, append_event, verify_chain
@@ -95,6 +102,22 @@ async def lifespan(app: FastAPI) -> AsyncIterator[None]:
serves requests. No teardown needed for Cyclone's local-only posture. serves requests. No teardown needed for Cyclone's local-only posture.
""" """
from cyclone import db, payers as payer_loader from cyclone import db, payers as payer_loader
from cyclone import scheduler as scheduler_mod
from cyclone import backup_service as backup_svc_mod
from cyclone import backup_scheduler as backup_sched_mod
from cyclone import secrets as secrets_mod
from cyclone.logging_config import setup_logging
import os as _os
# SP18: structured JSON logging. Idempotent — safe even if the
# CLI pre-configured the root logger.
setup_logging(
level=_os.environ.get("CYCLONE_LOG_LEVEL", "INFO"),
log_file=_os.environ.get("CYCLONE_LOG_FILE") or None,
json_format=_os.environ.get("CYCLONE_LOG_JSON", "true").lower() not in (
"false", "0", "no",
),
)
db.init_db() db.init_db()
app.state.event_bus = EventBus() app.state.event_bus = EventBus()
@@ -104,8 +127,85 @@ async def lifespan(app: FastAPI) -> AsyncIterator[None]:
store.ensure_clearhouse_seeded() store.ensure_clearhouse_seeded()
except Exception as exc: # noqa: BLE001 except Exception as exc: # noqa: BLE001
log.exception("SP9 seed failed: %s", exc) log.exception("SP9 seed failed: %s", exc)
# SP16: configure the inbound MFT polling scheduler. The
# dzinesco clearhouse singleton (seeded by SP9) carries the SFTP
# block — multi-provider polling is out of scope for v1.
# Auto-start is opt-in via env var so operators running the API
# for one-off parsing don't accidentally poll the MFT on startup.
try:
clearhouse = store.get_clearhouse()
if clearhouse is not None:
sched = scheduler_mod.configure_scheduler(
clearhouse.sftp_block,
sftp_block_name=clearhouse.name or "default",
)
if _os.environ.get("CYCLONE_SCHEDULER_AUTOSTART", "").lower() in (
"1", "true", "yes",
):
await sched.start()
except Exception as exc: # noqa: BLE001
# Scheduler setup must never block the API from coming up.
log.exception("SP16 scheduler config failed: %s", exc)
# SP17: configure the encrypted backup service + scheduler.
# Auto-start is opt-in via CYCLONE_BACKUP_AUTOSTART.
try:
backup_dir = _os.environ.get(
"CYCLONE_BACKUP_DIR",
str(db.DEFAULT_DB_PATH.parent / "backups"),
)
retention = int(_os.environ.get("CYCLONE_BACKUP_RETENTION_DAYS", "30"))
passphrase = secrets_mod.get_secret(
backup_svc_mod.KEYCHAIN_BACKUP_PASSPHRASE_ACCOUNT,
)
salt_hex = secrets_mod.get_secret(
backup_svc_mod.KEYCHAIN_BACKUP_SALT_ACCOUNT,
)
salt = bytes.fromhex(salt_hex) if salt_hex else None
bk_svc = backup_svc_mod.configure_backup_service(
backup_dir=backup_dir,
passphrase=passphrase,
salt=salt,
retention_days=retention,
)
# Always configure the scheduler so the endpoint can find it;
# auto-start is gated on env var.
bk_sched = backup_sched_mod.configure_backup_scheduler(
bk_svc,
interval_hours=float(
_os.environ.get("CYCLONE_BACKUP_INTERVAL_HOURS", "24"),
),
)
if _os.environ.get("CYCLONE_BACKUP_AUTOSTART", "").lower() in (
"1", "true", "yes",
):
await bk_sched.start()
except Exception as exc: # noqa: BLE001
# Backup setup must never block the API from coming up.
log.exception("SP17 backup config failed: %s", exc)
yield yield
# SP17: stop the backup scheduler on shutdown.
try:
bk_sched = backup_sched_mod.get_backup_scheduler()
await bk_sched.stop()
except RuntimeError:
pass # never configured
except Exception as exc: # noqa: BLE001
log.warning("Backup scheduler shutdown failed: %s", exc)
# SP16: stop the scheduler on shutdown so the test harness
# (TestClient context manager) doesn't leak background tasks.
try:
sched = scheduler_mod.get_scheduler()
await sched.stop()
except RuntimeError:
pass # never configured
except Exception as exc: # noqa: BLE001
log.warning("Scheduler shutdown failed: %s", exc)
# Mirror cli._PAYER_FACTORIES. Kept local so the API doesn't depend on the # Mirror cli._PAYER_FACTORIES. Kept local so the API doesn't depend on the
# Click-based CLI module. # Click-based CLI module.
@@ -119,7 +219,17 @@ PAYER_FACTORIES_835: dict[str, Any] = {
"generic_835": PayerConfig835.generic_835, "generic_835": PayerConfig835.generic_835,
} }
VITE_DEV_ORIGIN = "http://localhost:5173" # Allow both common dev-server origins. ``localhost`` and ``127.0.0.1``
# resolve to the same Vite dev server but CORS treats them as distinct
# origins, so the allow-list has to list both — otherwise a tab opened
# via the IP form gets blocked even though the dev server is identical.
VITE_DEV_ORIGINS: list[str] = [
"http://localhost:5173",
"http://127.0.0.1:5173",
]
_extra_origins = os.environ.get("CYCLONE_ALLOWED_ORIGINS", "").strip()
if _extra_origins:
VITE_DEV_ORIGINS.extend(o.strip() for o in _extra_origins.split(",") if o.strip())
app = FastAPI( app = FastAPI(
title="Cyclone 837P / 835 Parser API", title="Cyclone 837P / 835 Parser API",
@@ -130,22 +240,37 @@ app = FastAPI(
app.add_middleware( app.add_middleware(
CORSMiddleware, CORSMiddleware,
allow_origins=[VITE_DEV_ORIGIN], allow_origins=VITE_DEV_ORIGINS,
allow_credentials=False, allow_credentials=False,
allow_methods=["GET", "POST"], allow_methods=["GET", "POST"],
allow_headers=["*"], allow_headers=["*"],
) )
# SP19: security middleware chain. Starlette's ``add_middleware``
# *prepends*, so the LAST middleware we add is the OUTERMOST. We
# want SecurityHeaders outermost so it stamps the 413/429 responses
# too, then RateLimit, then BodySizeLimit closest to the app.
from cyclone.security import ( # noqa: E402
BodySizeLimitMiddleware,
RateLimitMiddleware,
SecurityHeadersMiddleware,
)
app.add_middleware(BodySizeLimitMiddleware)
app.add_middleware(RateLimitMiddleware)
app.add_middleware(SecurityHeadersMiddleware)
# Resource-group routers. Each module owns its own APIRouter and is # Resource-group routers. Each module owns its own APIRouter and is
# registered below. New resources go in `cyclone.api_routers.<name>` # registered below. New resources go in `cyclone.api_routers.<name>`
# and are wired in here. (Kept as a top-level package rather than nested # and are wired in here. (Kept as a top-level package rather than nested
# under `cyclone.api` so the existing ``cyclone.api`` module path keeps # under `cyclone.api` so the existing ``cyclone.api`` module path keeps
# working — Python prefers packages over same-named modules.) # working — Python prefers packages over same-named modules.)
from cyclone.api_routers import acks, health, ta1_acks # noqa: E402 from cyclone.api_routers import acks, admin, health, ta1_acks # noqa: E402
app.include_router(health.router) app.include_router(health.router)
app.include_router(acks.router) app.include_router(acks.router)
app.include_router(ta1_acks.router) app.include_router(ta1_acks.router)
app.include_router(admin.router)
def _resolve_payer(name: str) -> PayerConfig: def _resolve_payer(name: str) -> PayerConfig:
@@ -172,6 +297,35 @@ def _resolve_payer_835(name: str) -> PayerConfig835:
return PAYER_FACTORIES_835[name]() return PAYER_FACTORIES_835[name]()
# --------------------------------------------------------------------------- #
# Catch-all exception handler
# --------------------------------------------------------------------------- #
#
# Without this, any exception that escapes a route handler is rendered by
# Uvicorn as a bare ``500 Internal Server Error`` text/plain response with
# NO CORS headers. Browsers reading such a response report it as a CORS
# error (``Origin ... is not allowed by Access-Control-Allow-Origin``)
# because they cannot read the body without the CORS allow-origin header
# — even though the actual failure was on the server. We catch everything
# here, log it, and return a JSON error with the request's Origin echoed
# back so the browser can surface the real message.
@app.exception_handler(Exception)
async def _unhandled_exception_handler(request: Request, exc: Exception) -> JSONResponse:
log.exception(
"Unhandled exception in %s %s", request.method, request.url.path
)
headers: dict[str, str] = {}
origin = request.headers.get("origin", "")
if origin:
headers["Access-Control-Allow-Origin"] = origin
headers["Vary"] = "Origin"
return JSONResponse(
status_code=500,
content={"error": "Internal server error", "detail": str(exc)},
headers=headers,
)
@app.post("/api/parse-837") @app.post("/api/parse-837")
async def parse_837( async def parse_837(
request: Request, request: Request,
@@ -235,7 +389,30 @@ async def parse_837(
parsed_at=utcnow(), parsed_at=utcnow(),
result=result, result=result,
) )
try:
store.add(rec, event_bus=request.app.state.event_bus) store.add(rec, event_bus=request.app.state.event_bus)
except IntegrityError as exc:
# ``(batch_id, patient_control_number)`` is UNIQUE — fires when a
# single batch file contains the same CLM01 control number twice,
# or when the same claim id has already been ingested in a prior
# batch. Surface as 409 with the batch id so the caller can look
# it up; do NOT 500 (a 500 without CORS headers is misreported by
# browsers as a CORS error and hides the real cause).
log.warning("Duplicate claim while persisting batch %s: %s", rec.id, exc)
return JSONResponse(
status_code=409,
content={
"error": "Duplicate claim",
"detail": (
"This file (or one previously ingested with the same "
"claim control number) collides with an existing "
"record. Inspect the file for duplicate CLM01 "
"control numbers, or remove the existing batch "
"before retrying."
),
"batch_id": rec.id,
},
)
if _client_wants_json(request): if _client_wants_json(request):
body = json.loads(result.model_dump_json()) body = json.loads(result.model_dump_json())
@@ -406,7 +583,23 @@ async def parse_835_endpoint(
parsed_at=utcnow(), parsed_at=utcnow(),
result=result, result=result,
) )
try:
store.add(rec, event_bus=request.app.state.event_bus) store.add(rec, event_bus=request.app.state.event_bus)
except IntegrityError as exc:
log.warning("Duplicate remittance while persisting batch %s: %s", rec.id, exc)
return JSONResponse(
status_code=409,
content={
"error": "Duplicate remittance",
"detail": (
"This 835 file (or one previously ingested with the "
"same payer claim control number) collides with an "
"existing record. Remove the existing remittance "
"before retrying."
),
"batch_id": rec.id,
},
)
if _client_wants_json(request): if _client_wants_json(request):
body = json.loads(result.model_dump_json()) body = json.loads(result.model_dump_json())
@@ -2430,12 +2623,468 @@ def rotate_db_key_endpoint(body: dict | None = None) -> Any:
_db_rotate_lock.release() _db_rotate_lock.release()
# ---------------------------------------------------------------------------
# SP17: encrypted DB backups (admin)
#
# The actual encryption + lifecycle lives in :mod:`cyclone.backup` and
# :mod:`cyclone.backup_service`. The scheduler (separate from the
# MFT scheduler) lives in :mod:`cyclone.backup_scheduler`. These
# endpoints expose the operator's manual controls plus a tick for
# "take a backup right now."
#
# Restore is intentionally two-step: an idle browser tab can't nuke
# the live DB. The first call returns a ``restore_token`` (a one-shot
# 64-char hex) and a preview of the backup's fingerprint + table
# count plus the live DB's. The second call with the token performs
# the actual swap.
# ---------------------------------------------------------------------------
from cyclone import backup_service as _backup_svc_mod
from cyclone import backup_scheduler as _backup_sched_mod
def _backup_or_503():
try:
return _backup_svc_mod.get_backup_service()
except RuntimeError as exc:
raise HTTPException(status_code=503, detail=str(exc))
@app.post("/api/admin/backup/create")
def backup_create() -> Any:
"""Take an encrypted backup right now. Returns the new backup metadata."""
from cyclone import audit_log as _audit
svc = _backup_or_503()
try:
result = svc.create_now()
except Exception as exc: # noqa: BLE001
# Surface a 503 with the reason so the operator sees what
# went wrong without grepping server logs.
raise HTTPException(
status_code=503,
detail=f"backup failed: {type(exc).__name__}: {exc}",
)
# Audit the create. Best-effort; failure here doesn't roll back
# the backup (already on disk).
try:
with db.SessionLocal()() as s:
_audit.append_event(s, _audit.AuditEvent(
event_type="db.backup_created",
entity_type="database",
entity_id="cyclone.db",
actor="operator",
payload={
"backup_id": result.backup.id,
"db_fingerprint": result.backup.db_fingerprint,
"table_count": result.backup.table_count,
"triggered_by": "api",
},
))
s.commit()
except Exception as exc: # noqa: BLE001
log.warning("could not write backup_created audit event: %s", exc)
return {
"ok": True,
"backup": {
"id": result.backup.id,
"filename": result.backup.filename,
"size_bytes": result.backup.size_bytes,
"db_fingerprint": result.backup.db_fingerprint,
"table_count": result.backup.table_count,
"created_at": result.backup.created_at.isoformat(),
"key_fingerprint": result.backup.key_fingerprint,
},
"sidecar": {
"format_version": result.sidecar.format_version,
"kdf": result.sidecar.kdf,
"kdf_iterations": result.sidecar.kdf_iterations,
"cipher": result.sidecar.cipher,
},
}
@app.get("/api/admin/backup/list")
def backup_list(
limit: int = Query(default=100, ge=1, le=1000),
status: str | None = Query(default=None),
) -> Any:
"""List ``db_backups`` rows, newest first. Filters by status."""
svc = _backup_or_503()
rows = svc.list_backups(limit=limit, status=status)
return {
"count": len(rows),
"files": [
{
"id": r.id,
"filename": r.filename,
"backup_dir": r.backup_dir,
"size_bytes": r.size_bytes,
"db_fingerprint": r.db_fingerprint,
"table_count": r.table_count,
"created_at": r.created_at.isoformat() if r.created_at else None,
"completed_at": r.completed_at.isoformat() if r.completed_at else None,
"status": r.status,
"error_message": r.error_message,
"key_fingerprint": r.key_fingerprint,
}
for r in rows
],
}
@app.get("/api/admin/backup/status")
def backup_status() -> Any:
"""Snapshot of the backup subsystem (counts, disk usage, last run)."""
svc = _backup_or_503()
snap = svc.status()
# Also include the BackupScheduler's snapshot if configured.
try:
sched = _backup_sched_mod.get_backup_scheduler()
snap["scheduler"] = sched.status().as_dict()
except RuntimeError:
snap["scheduler"] = None
return snap
@app.post("/api/admin/backup/{backup_id}/verify")
def backup_verify(backup_id: int) -> Any:
"""Decrypt + checksum-verify a backup against its sidecar."""
svc = _backup_or_503()
try:
v = svc.verify(backup_id)
except _backup_svc_mod.BackupError as exc:
raise HTTPException(status_code=404, detail=str(exc))
return {
"backup_id": v.backup_id,
"filename": v.filename,
"ok": v.ok,
"expected_fingerprint": v.expected_fingerprint,
"actual_fingerprint": v.actual_fingerprint,
"table_count": v.table_count,
"reason": v.reason,
}
@app.post("/api/admin/backup/{backup_id}/restore/initiate")
def backup_restore_initiate(backup_id: int) -> Any:
"""First step of the two-step restore. Returns a ``restore_token``."""
svc = _backup_or_503()
try:
init = svc.restore_initiate(backup_id)
except _backup_svc_mod.BackupError as exc:
raise HTTPException(status_code=400, detail=str(exc))
return {
"backup_id": init.backup_id,
"filename": init.filename,
"size_bytes": init.size_bytes,
"restore_token": init.restore_token,
"expires_at": init.expires_at.isoformat(),
"preview": {
"backup_db_fingerprint": init.db_fingerprint,
"backup_table_count": init.table_count,
"current_db_fingerprint": init.current_db_fingerprint,
"current_table_count": init.current_table_count,
},
"warning": (
"Confirming will dispose the live engine and replace the DB "
"file with the backup. In-flight requests will error. "
"Re-issue the call with the restore_token within 5 minutes."
),
}
@app.post("/api/admin/backup/{backup_id}/restore/confirm")
def backup_restore_confirm(
backup_id: int,
body: dict | None = None,
) -> Any:
"""Second step of the two-step restore. Performs the swap."""
body = body or {}
token = body.get("restore_token")
if not token or not isinstance(token, str):
raise HTTPException(
status_code=400,
detail="missing or invalid restore_token in request body",
)
actor = body.get("actor") or "operator"
svc = _backup_or_503()
try:
result = svc.restore_confirm(backup_id, token, actor=actor)
except _backup_svc_mod.BackupError as exc:
raise HTTPException(status_code=400, detail=str(exc))
# Audit the restore. Best-effort.
try:
from cyclone import audit_log as _audit
with db.SessionLocal()() as s:
_audit.append_event(s, _audit.AuditEvent(
event_type="db.backup_restored",
entity_type="database",
entity_id="cyclone.db",
actor=actor,
payload={
"backup_id": result.backup_id,
"filename": result.filename,
"restored_from_fingerprint": result.restored_from_fingerprint,
"new_db_fingerprint": result.new_db_fingerprint,
"restored_at": result.restored_at.isoformat(),
},
))
s.commit()
except Exception as exc: # noqa: BLE001
log.warning("could not write backup_restored audit event: %s", exc)
return {
"ok": True,
"backup_id": result.backup_id,
"filename": result.filename,
"restored_from_fingerprint": result.restored_from_fingerprint,
"restored_at": result.restored_at.isoformat(),
"new_db_fingerprint": result.new_db_fingerprint,
}
@app.post("/api/admin/backup/prune")
def backup_prune() -> Any:
"""Apply the retention policy now. Returns the deleted paths."""
from cyclone import audit_log as _audit
svc = _backup_or_503()
deleted = svc.prune()
actor = "operator"
if deleted:
try:
with db.SessionLocal()() as s:
_audit.append_event(s, _audit.AuditEvent(
event_type="db.backup_pruned",
entity_type="database",
entity_id="cyclone.db",
actor=actor,
payload={"deleted_paths": deleted},
))
s.commit()
except Exception as exc: # noqa: BLE001
log.warning("could not write backup_pruned audit event: %s", exc)
return {"ok": True, "deleted_count": len(deleted), "deleted_paths": deleted}
# ---------------------------------------------------------------------------
# SP17: backup scheduler (admin)
# ---------------------------------------------------------------------------
@app.post("/api/admin/backup/scheduler/start")
async def backup_scheduler_start() -> Any:
"""Begin the backup scheduler loop."""
try:
sched = _backup_sched_mod.get_backup_scheduler()
except RuntimeError as exc:
raise HTTPException(status_code=503, detail=str(exc))
await sched.start()
return {"status": sched.status().as_dict()}
@app.post("/api/admin/backup/scheduler/stop")
async def backup_scheduler_stop() -> Any:
"""Stop the backup scheduler loop."""
try:
sched = _backup_sched_mod.get_backup_scheduler()
except RuntimeError as exc:
raise HTTPException(status_code=503, detail=str(exc))
await sched.stop()
return {"status": sched.status().as_dict()}
@app.post("/api/admin/backup/scheduler/tick")
async def backup_scheduler_tick() -> Any:
"""Run one backup tick now (create + prune + audit)."""
try:
sched = _backup_sched_mod.get_backup_scheduler()
except RuntimeError as exc:
raise HTTPException(status_code=503, detail=str(exc))
result = await sched.tick()
return {"ok": result.ok, "tick": result.as_dict()}
# ---------------------------------------------------------------------------
# SP16: live MFT polling scheduler (admin)
#
# The scheduler lives in :mod:`cyclone.scheduler` and is configured by
# the lifespan handler. The endpoints below expose start / stop /
# one-shot tick / status / history so an operator (or a cron job)
# can drive the scheduler without touching the DB.
#
# Note: the scheduler is OFF by default. Auto-start is opt-in via
# ``CYCLONE_SCHEDULER_AUTOSTART=true`` at launch. These endpoints
# are the operator's manual controls.
# ---------------------------------------------------------------------------
from cyclone import scheduler as _scheduler_mod
def _scheduler_or_503():
"""Return the configured scheduler or raise 503."""
try:
return _scheduler_mod.get_scheduler()
except RuntimeError as exc:
raise HTTPException(status_code=503, detail=str(exc))
@app.post("/api/admin/scheduler/start")
async def scheduler_start() -> Any:
"""Begin polling the MFT inbound path every poll_interval_seconds."""
sched = _scheduler_or_503()
await sched.start()
return {"status": sched.status().as_dict()}
@app.post("/api/admin/scheduler/stop")
async def scheduler_stop() -> Any:
"""Stop polling. Waits up to 30s for the current tick to finish."""
sched = _scheduler_or_503()
await sched.stop()
return {"status": sched.status().as_dict()}
@app.post("/api/admin/scheduler/tick")
async def scheduler_tick() -> Any:
"""Run a single poll cycle synchronously and return the result.
Useful for: forcing a poll without waiting for the next interval;
verifying SFTP connectivity; running a one-shot import from the
CLI (``curl -X POST .../api/admin/scheduler/tick``).
"""
sched = _scheduler_or_503()
result = await sched.tick()
return {"ok": True, "tick": result.as_dict()}
@app.get("/api/admin/scheduler/status")
def scheduler_status() -> Any:
"""Return the scheduler's runtime snapshot (running, counters, last tick)."""
sched = _scheduler_or_503()
return sched.status().as_dict()
@app.get("/api/admin/scheduler/processed-files")
def scheduler_processed_files(
limit: int = Query(default=100, ge=1, le=1000),
status: str | None = Query(default=None),
) -> Any:
"""List rows from ``processed_inbound_files``, newest first.
The operator's "what did the scheduler do?" view. Filters by
``status`` (``ok`` / ``error`` / ``skipped`` / ``pending``).
Returns ``{"count": N, "files": [...]}`` where ``files[i]``
matches the ORM row as a JSON dict.
"""
from cyclone.db import ProcessedInboundFile
from cyclone.scheduler import STATUS_OK, STATUS_ERROR, STATUS_SKIPPED, STATUS_PENDING
valid_statuses = {STATUS_OK, STATUS_ERROR, STATUS_SKIPPED, STATUS_PENDING}
if status is not None and status not in valid_statuses:
raise HTTPException(
status_code=400,
detail=f"status must be one of {sorted(valid_statuses)}",
)
with db.SessionLocal()() as s:
q = s.query(db.ProcessedInboundFile)
if status is not None:
q = q.filter(db.ProcessedInboundFile.status == status)
rows = q.order_by(db.ProcessedInboundFile.id.desc()).limit(limit).all()
return {
"count": len(rows),
"files": [
{
"id": r.id,
"sftp_block_name": r.sftp_block_name,
"name": r.name,
"size": r.size,
"modified_at": r.modified_at.isoformat() if r.modified_at else None,
"file_type": r.file_type,
"processed_at": r.processed_at.isoformat() if r.processed_at else None,
"parser_used": r.parser_used,
"claim_count": r.claim_count,
"status": r.status,
"error_message": r.error_message,
}
for r in rows
],
}
@app.get("/api/config/providers/{npi}") @app.get("/api/config/providers/{npi}")
def get_configured_provider(npi: str): def get_configured_provider(npi: str):
p = store.get_provider(npi) p = store.get_provider(npi)
if p is None: if p is None:
raise HTTPException(status_code=404, detail=f"provider {npi!r} not found") raise HTTPException(status_code=404, detail=f"provider {npi!r} not found")
return json.loads(p.model_dump_json()) provider_dict = json.loads(p.model_dump_json())
# SP21 Task 1.6: extend the response with two top-N arrays that the
# drill-down peek panel hangs off. ``recent_claims`` reuses the
# existing store projection (already returns UI-shaped dicts with
# ``submissionDate``); ``recent_activity`` is a direct ORM join
# because ``ActivityEvent`` has no ``provider_npi`` column — the
# filter has to hop through ``Claim.id``.
recent_claims = sorted(
store.iter_claims(provider_npi=npi),
key=lambda c: c.get("submissionDate") or "",
reverse=True,
)[:10]
# Activity filter has TWO join paths back to a Claim for this
# provider:
# 1. ``ActivityEvent.claim_id IN (claim_ids)`` — events that were
# recorded with a claim FK already set (claim_submitted,
# manual_match, claim_paid, etc.).
# 2. ``Remittance.claim_id IN (claim_ids)`` — the original
# ``remit_received`` event recorded at 835 ingest time
# (``store.add`` lines 999-1003) is inserted with
# ``claim_id=None`` because the remittance hasn't been matched
# to a claim yet. The auto-reconcile pass later sets
# ``Remittance.claim_id`` (``reconcile.run`` lines 289-293),
# but the *original* ActivityEvent row stays orphaned. The
# outer-join-then-OR lets us surface both shapes. Without
# path 2, a provider's activity feed looks frozen the moment
# an 835 lands — the most common activity, invisible.
with db.SessionLocal()() as s:
claim_ids = [
cid
for (cid,) in s.query(Claim.id)
.filter(Claim.provider_npi == npi)
.all()
]
activity_rows = []
if claim_ids:
activity_rows = (
s.query(db.ActivityEvent)
.outerjoin(
Remittance,
db.ActivityEvent.remittance_id == Remittance.id,
)
.filter(or_(
db.ActivityEvent.claim_id.in_(claim_ids),
Remittance.claim_id.in_(claim_ids),
))
.order_by(desc(db.ActivityEvent.ts))
.limit(10)
.all()
)
def _activity_to_ui(a):
return {
"id": a.id,
"ts": a.ts.isoformat().replace("+00:00", "Z") if a.ts else "",
"kind": a.kind,
"batchId": a.batch_id,
"claimId": a.claim_id,
"remittanceId": a.remittance_id,
"payload": a.payload_json or {},
}
provider_dict["recent_claims"] = recent_claims
provider_dict["recent_activity"] = [_activity_to_ui(a) for a in activity_rows]
return provider_dict
@app.get("/api/config/payers") @app.get("/api/config/payers")
@@ -2460,6 +3109,126 @@ def list_payer_configs(payer_id: str):
return configs return configs
# --------------------------------------------------------------------------- #
# SP21 Task 1.5: payer-level summary for the drill-down panel
# --------------------------------------------------------------------------- #
# Per-payer_id memoization for /api/payers/{payer_id}/summary. The drill-
# down UI hammers this on every hover; the underlying query is O(claims)
# per payer so a 60s TTL keeps the panel responsive. Process-local on
# purpose — invalidation is driven by the TTL alone for now (see note
# below).
_SUMMARY_TTL_S = 60.0
_summary_cache: dict[str, tuple[float, dict]] = {}
def _clear_summary_cache() -> None:
"""Test hook: wipe the process-local cache.
The 60s TTL means tests that want to assert on a recomputed payload
must clear the cache between requests. Not used by production code.
"""
_summary_cache.clear()
# Pubsub invalidation is intentionally NOT wired. The ``claim_written``
# and ``remittance_written`` payloads emitted by ``store.add`` are the
# UI-shaped dicts from ``to_ui_claim_from_orm`` / ``to_ui_remittance_from_orm``,
# neither of which carries the X12 ``payer_id`` (NM1*PR*PI qualifier).
# They carry ``payerName`` only, which is the human-readable name and not
# the URL key we cache on. Wiring a subscriber here would either need a
# DB lookup per event (re-deriving payer_id from Claim.id) or a different
# cache key — both are out of scope for this task. The 60s TTL keeps
# staleness bounded; a follow-up can wire targeted invalidation if the
# UI proves TTL-bounded staleness is unacceptable.
@app.get("/api/payers/{payer_id}/summary")
def get_payer_summary(payer_id: str):
"""Payer-level rollup for the drill-down panel.
Returns billed/received totals, denial rate, and top providers for
the given ``payer_id`` (the X12 NM1*PR*PI qualifier, e.g. ``SKCO0``).
Cached in-process for ``_SUMMARY_TTL_S`` seconds.
404 when no claims AND no remits reference this payer_id — the UI
uses that to distinguish a typo from a payer with zero traffic
(the latter would still return a valid 200 with zeroed totals).
"""
now = monotonic()
cached = _summary_cache.get(payer_id)
if cached and (now - cached[0]) < _SUMMARY_TTL_S:
return cached[1]
log.debug("payer summary cache miss", extra={"payer_id": payer_id})
# Query claims + remits scoped to this payer_id. We bypass
# ``store.iter_claims`` because that helper filters by payer NAME
# substring, not by the X12 PI qualifier we use as the URL key.
with db.SessionLocal()() as s:
claim_rows: list[Claim] = (
s.query(Claim).filter(Claim.payer_id == payer_id).all()
)
claim_ids = [c.id for c in claim_rows]
remit_rows: list[Remittance] = []
if claim_ids:
remit_rows = (
s.query(Remittance)
.filter(Remittance.claim_id.in_(claim_ids))
.all()
)
if not claim_rows and not remit_rows:
raise HTTPException(
status_code=404,
detail=f"Payer {payer_id!r} not found",
)
billed_total = sum(float(c.charge_amount or 0) for c in claim_rows)
received_total = sum(float(r.total_paid or 0) for r in remit_rows)
denied = sum(
1 for c in claim_rows if c.state == ClaimState.DENIED
)
claim_count = len(claim_rows)
denial_rate = (denied / claim_count) if claim_count else 0.0
provider_counts: dict[str, int] = {}
for c in claim_rows:
npi = c.provider_npi
if not npi:
continue
provider_counts[npi] = provider_counts.get(npi, 0) + 1
top_providers = [
{"npi": npi, "count": count}
for npi, count in sorted(
provider_counts.items(), key=lambda kv: -kv[1]
)[:5]
]
# Best-effort payer display name from the first claim's raw
# payer object (NM1*PR name element, e.g. "COHCPF"). Falls
# back to the id when no parsed envelope is available.
payer_name = payer_id
for c in claim_rows:
raw = c.raw_json or {}
p = raw.get("payer") if isinstance(raw, dict) else None
if isinstance(p, dict) and p.get("name"):
payer_name = p["name"]
break
payload = {
"payer_id": payer_id,
"name": payer_name,
"claim_count": claim_count,
"billed_total": billed_total,
"received_total": received_total,
"denial_rate": denial_rate,
"top_providers": top_providers,
}
_summary_cache[payer_id] = (now, payload)
return payload
@app.post("/api/admin/reload-config") @app.post("/api/admin/reload-config")
def reload_config(): def reload_config():
"""Re-read ``config/payers.yaml`` and revalidate. Returns counts.""" """Re-read ``config/payers.yaml`` and revalidate. Returns counts."""
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"""``/api/admin/validate-provider`` — NPI + Tax ID liveness probe (SP20).
Pure read-only endpoint that runs the local NPI Luhn + EIN format checks
without touching the DB. Useful for:
- operators vetting a new provider before adding them to the registry,
- the dashboard's "validate" button on a Provider row,
- smoke-testing the SP20 checks after a deploy.
Both query params are optional; omitting one just skips that check.
Returns the per-check result dict so the caller can distinguish "bad
format" from "bad checksum".
"""
from __future__ import annotations
from fastapi import APIRouter, Query
from cyclone.npi import is_valid_npi, is_valid_tax_id, normalize_tax_id
router = APIRouter()
@router.get("/api/admin/validate-provider")
def validate_provider(
npi: str | None = Query(None, description="10-digit NPI to validate (Luhn checksum)"),
tax_id: str | None = Query(None, description="9-digit EIN to validate (format + reserved-prefix check)"),
) -> dict:
"""Return per-field validation results for ``npi`` and ``tax_id``.
Each field's payload is the same shape:
* ``valid`` — bool, the operator's "yes/no" answer
* ``normalized`` — for ``tax_id``: the 9-digit plain form, or null
if the input is unparseable
An empty/unset query param returns ``{"valid": None, "skipped": true}``
so the caller can render "no check performed" rather than treating
``None`` as a hard fail.
"""
result: dict = {}
if npi is None or npi == "":
result["npi"] = {"valid": None, "skipped": True}
else:
result["npi"] = {
"valid": is_valid_npi(npi),
"skipped": False,
}
if tax_id is None or tax_id == "":
result["tax_id"] = {"valid": None, "skipped": True, "normalized": None}
else:
normalized = normalize_tax_id(tax_id)
result["tax_id"] = {
"valid": is_valid_tax_id(tax_id),
"skipped": False,
"normalized": normalized,
}
return result
+29 -6
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@@ -1,17 +1,40 @@
"""``GET /api/health`` — liveness probe. """``GET /api/health`` — liveness + readiness probe.
Returns the package version so an operator can confirm which build is SP19 expanded the shallow ``{"status": "ok", "version": ...}`` probe
serving requests without poking the filesystem. into a snapshot of every subsystem:
* **db** — can we open a session and run ``SELECT 1``?
* **scheduler** — is the MFT polling loop running? same for the
backup scheduler.
* **pubsub** — current subscriber counts per event kind.
* **batch** — most recent batch id + timestamp.
Returns ``status="ok"`` only when every subsystem is healthy.
``status="degraded"`` if any subsystem is unhappy but the API
itself is responsive. Per-subsystem errors are surfaced in the
respective dict so an operator doesn't have to guess.
""" """
from __future__ import annotations from __future__ import annotations
from fastapi import APIRouter from fastapi import APIRouter, Request
from cyclone import __version__ from cyclone import __version__
from cyclone.security import get_health_snapshot
router = APIRouter() router = APIRouter()
@router.get("/api/health") @router.get("/api/health")
def health() -> dict[str, str]: def health(request: Request) -> dict:
return {"status": "ok", "version": __version__} snap = get_health_snapshot()
# Fill in live pubsub subscriber counts using the per-request app
# state (the snapshot builder doesn't have request context).
bus = getattr(request.app.state, "event_bus", None)
if bus is not None and hasattr(bus, "stats"):
snap.pubsub = bus.stats()
elif bus is not None:
snap.pubsub = {"note": "EventBus.stats() not available"}
else:
snap.pubsub = {"note": "EventBus not attached (running outside lifespan?)"}
return snap.to_dict()
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"""SP17 — Encrypted backup primitives.
This module provides the low-level building blocks the rest of the
backup stack uses:
* ``derive_key`` — PBKDF2-HMAC-SHA256 key derivation (200,000
iterations, 32-byte output). The salt is per-backup, not global,
so identical passphrases produce different keys per backup.
* ``encrypt`` / ``decrypt`` — AES-256-GCM authenticated encryption.
Output layout: ``salt (16) | nonce (12) | ciphertext | tag (16)``.
The GCM tag is appended to the ciphertext by the cryptography
library; we don't prepend it.
* ``fingerprint`` — SHA-256 of a byte string, returned in the
``sha256:<hex>`` format we use across the codebase for DB keys and
audit events.
* ``BackupError`` / ``BackupDecryptError`` — typed exceptions so
callers can distinguish "wrong passphrase" from "I/O failed".
The crypto choices are deliberate:
* **AES-256-GCM** is the modern AEAD standard; the tag authenticates
both the ciphertext and the AAD (we pass an empty AAD; the
format itself is self-describing).
* **PBKDF2-HMAC-SHA256 @ 200k iters** is OWASP's 2023+ minimum for
PBKDF2-SHA256. Argon2id would be better but adds a C dependency;
PBKDF2 is stdlib via the ``cryptography`` package.
* **Random salt per backup** prevents rainbow-table attacks across
the operator's backup set.
* **Random 96-bit nonce per encryption** is what AES-GCM requires;
we use ``os.urandom`` which is a CSPRNG on every platform we run
on (macOS, Linux).
"""
from __future__ import annotations
import hashlib
import os
from dataclasses import dataclass
from datetime import datetime
from typing import Optional
from cryptography.hazmat.primitives.ciphers.aead import AESGCM
from cryptography.hazmat.primitives.kdf.pbkdf2 import PBKDF2HMAC
from cryptography.hazmat.primitives import hashes
# ---------------------------------------------------------------------------
# Constants
# ---------------------------------------------------------------------------
# PBKDF2 iterations. OWASP 2023 minimum for PBKDF2-HMAC-SHA256 is
# 600,000; we use 200,000 as a balance between security and operator
# pain on the first backup creation (each backup does one KDF; on
# modern hardware 200k iters takes ~100ms). Bump this constant if you
# rotate the format version.
KDF_ITERATIONS = 200_000
# Salt + nonce sizes are AES-GCM / PBKDF2 standards, not negotiable.
SALT_LEN = 16
NONCE_LEN = 12
# Output key length for AES-256 = 32 bytes.
KEY_LEN = 32
# Format version. Bump when the on-disk layout changes (e.g. switch
# to Argon2id). Decryption reads this off the sidecar's
# encryption.kdf_iterations + cipher fields, not the version, so
# old backups remain decryptable until manually migrated.
FORMAT_VERSION = "v1"
# Fallback salt for the SQLCipher-key-derived backup key. Used only
# when the operator hasn't set a separate backup passphrase in the
# Keychain. This is a *constant* on purpose: the SQLCipher key is
# already random, so a fixed salt doesn't reduce entropy (the salt's
# job is to prevent rainbow tables, which require a *guessable*
# password; SQLCipher's key is unguessable).
FALLBACK_SALT = b"cyclone-db-backup-fallback-v1"
# ---------------------------------------------------------------------------
# Exceptions
# ---------------------------------------------------------------------------
class BackupError(Exception):
"""Generic backup failure. See BackupDecryptError for crypto errors."""
class BackupDecryptError(BackupError):
"""Decryption failed — wrong passphrase, tampered ciphertext, or
truncated file. Caller should NOT retry with the same key."""
# ---------------------------------------------------------------------------
# Key derivation + encryption
# ---------------------------------------------------------------------------
def derive_key(passphrase: str, salt: bytes) -> bytes:
"""Derive a 32-byte AES key from a passphrase + salt.
Uses PBKDF2-HMAC-SHA256 with :data:`KDF_ITERATIONS` rounds. The
passphrase is encoded as UTF-8 bytes; the salt is used verbatim.
Args:
passphrase: The operator's passphrase (any string).
salt: Per-backup random bytes of length :data:`SALT_LEN`.
Returns:
32 bytes suitable for AES-256-GCM.
"""
kdf = PBKDF2HMAC(
algorithm=hashes.SHA256(),
length=KEY_LEN,
salt=salt,
iterations=KDF_ITERATIONS,
)
return kdf.derive(passphrase.encode("utf-8"))
def encrypt(plaintext: bytes, key: bytes) -> bytes:
"""AES-256-GCM encrypt with a fresh random 12-byte nonce.
Returns ``nonce (12) || ciphertext || tag (16)``. The
``cryptography`` library appends the tag automatically.
Args:
plaintext: The bytes to encrypt (e.g. the SQLite .backup blob).
key: 32-byte AES key from :func:`derive_key`.
Returns:
The combined nonce+ciphertext+tag blob.
"""
if len(key) != KEY_LEN:
raise BackupError(f"key must be {KEY_LEN} bytes; got {len(key)}")
nonce = os.urandom(NONCE_LEN)
aesgcm = AESGCM(key)
ciphertext = aesgcm.encrypt(nonce, plaintext, associated_data=None)
return nonce + ciphertext
def decrypt(blob: bytes, key: bytes) -> bytes:
"""AES-256-GCM decrypt. Raises :class:`BackupDecryptError` on auth failure.
Args:
blob: The ``nonce||ciphertext||tag`` bytes from :func:`encrypt`.
key: The same 32-byte key used to encrypt.
Returns:
The original plaintext.
Raises:
BackupDecryptError: If the blob is too short, the tag fails to
verify (wrong key or tampered ciphertext), or the input is
otherwise malformed.
"""
if len(key) != KEY_LEN:
raise BackupError(f"key must be {KEY_LEN} bytes; got {len(key)}")
if len(blob) < NONCE_LEN + 16:
# 12 (nonce) + 16 (tag) = minimum; no room for ciphertext.
raise BackupDecryptError(
f"blob too short ({len(blob)} bytes); expected >= {NONCE_LEN + 16}",
)
nonce = blob[:NONCE_LEN]
ciphertext = blob[NONCE_LEN:]
aesgcm = AESGCM(key)
try:
return aesgcm.decrypt(nonce, ciphertext, associated_data=None)
except Exception as exc: # cryptography raises InvalidTag
raise BackupDecryptError(f"decryption failed: {exc}") from exc
# ---------------------------------------------------------------------------
# Fingerprint
# ---------------------------------------------------------------------------
def fingerprint(data: bytes) -> str:
"""SHA-256 of ``data`` as ``"sha256:<64-hex-chars>"``."""
return "sha256:" + hashlib.sha256(data).hexdigest()
def fingerprint_file(path: "os.PathLike[str] | str") -> str:
"""SHA-256 of a file's bytes, streamed. Memory-bounded for big DBs."""
h = hashlib.sha256()
with open(path, "rb") as f:
for chunk in iter(lambda: f.read(1024 * 1024), b""):
h.update(chunk)
return "sha256:" + h.hexdigest()
# ---------------------------------------------------------------------------
# Sidecar dataclass
# ---------------------------------------------------------------------------
@dataclass(frozen=True)
class Sidecar:
"""Plaintext metadata written next to each backup file.
Not required for decryption — it's a manifest an operator
consults to decide whether to restore. Kept intentionally
tiny so it survives most format rotations.
"""
format_version: str
created_at: str # ISO 8601 UTC
db_fingerprint: str # "sha256:..."
table_count: int
size_bytes: int
kdf: str # "PBKDF2-HMAC-SHA256"
kdf_iterations: int
cipher: str # "AES-256-GCM"
key_fingerprint: str # "sha256:..." of the derived key
def to_json(self) -> str:
import json
return json.dumps(
{
"format_version": self.format_version,
"created_at": self.created_at,
"db_fingerprint": self.db_fingerprint,
"table_count": self.table_count,
"size_bytes": self.size_bytes,
"encryption": {
"kdf": self.kdf,
"kdf_iterations": self.kdf_iterations,
"cipher": self.cipher,
"key_fingerprint": self.key_fingerprint,
},
},
indent=2,
sort_keys=True,
)
@classmethod
def from_json(cls, text: str) -> "Sidecar":
import json
d = json.loads(text)
enc = d.get("encryption") or {}
return cls(
format_version=d["format_version"],
created_at=d["created_at"],
db_fingerprint=d["db_fingerprint"],
table_count=int(d["table_count"]),
size_bytes=int(d["size_bytes"]),
kdf=enc.get("kdf", "PBKDF2-HMAC-SHA256"),
kdf_iterations=int(enc.get("kdf_iterations", KDF_ITERATIONS)),
cipher=enc.get("cipher", "AES-256-GCM"),
key_fingerprint=enc.get("key_fingerprint", ""),
)
# ---------------------------------------------------------------------------
# Filename helpers
# ---------------------------------------------------------------------------
def backup_filename(timestamp: Optional[datetime] = None) -> str:
"""``cyclone-backup-YYYYMMDDTHHMMSSZ-<rand>.bin`` for a UTC timestamp.
The random suffix is a 4-byte hex string so two backups in the
same second don't collide on the ``db_backups`` unique index.
"""
import secrets as _secrets
from datetime import timezone as _tz
ts = timestamp or datetime.now(_tz.utc)
suffix = _secrets.token_hex(4)
return f"cyclone-backup-{ts.strftime('%Y%m%dT%H%M%SZ')}-{suffix}.bin"
def sidecar_filename(bin_filename: str) -> str:
"""``<bin_filename>.meta.json``."""
return bin_filename + ".meta.json"
+368
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@@ -0,0 +1,368 @@
"""SP17 — Backup scheduler.
Wraps :class:`cyclone.backup_service.BackupService` in an
asyncio task, mirroring the MFT scheduler pattern (SP16). A backup
tick:
1. Calls :meth:`BackupService.create_now` to take + encrypt a backup.
2. Calls :meth:`BackupService.prune` to apply the retention policy.
3. Writes a tamper-evident ``audit_log`` row (SP11) for each outcome.
The scheduler is OFF by default. Operators opt in via
``CYCLONE_BACKUP_AUTOSTART=true``. The poll interval is
``CYCLONE_BACKUP_INTERVAL_HOURS`` (default 24).
Like the MFT scheduler, this is single-asyncio-task no
threading, no APScheduler. All access (start/stop/tick/status)
must happen on the same event loop; the FastAPI app satisfies
that trivially because endpoints run on the loop.
"""
from __future__ import annotations
import asyncio
import logging
import os
import traceback
from dataclasses import dataclass, field
from datetime import datetime, timezone
from pathlib import Path
from typing import Any, Optional
from cyclone import backup_service as svc_mod
from cyclone.audit_log import AuditEvent, append_event
from cyclone.backup_service import BackupService
log = logging.getLogger(__name__)
@dataclass
class BackupTickResult:
"""Outcome of a single backup tick (one cycle of create + prune + audit)."""
started_at: datetime
finished_at: Optional[datetime] = None
created: Optional[svc_mod.BackupRecord] = None
pruned_paths: list[str] = field(default_factory=list)
error: Optional[str] = None
@property
def ok(self) -> bool:
return self.error is None and self.created is not None
def as_dict(self) -> dict[str, Any]:
return {
"started_at": self.started_at.isoformat(),
"finished_at": (
self.finished_at.isoformat() if self.finished_at else None
),
"ok": self.ok,
"created": (
{
"id": self.created.id,
"filename": self.created.filename,
"size_bytes": self.created.size_bytes,
"db_fingerprint": self.created.db_fingerprint,
"table_count": self.created.table_count,
}
if self.created else None
),
"pruned_paths": list(self.pruned_paths),
"error": self.error,
}
@dataclass
class BackupSchedulerStatus:
running: bool
interval_hours: float
backup_dir: str
retention_days: int
last_tick: Optional[BackupTickResult] = None
tick_count: int = 0
total_created: int = 0
total_errors: int = 0
def as_dict(self) -> dict[str, Any]:
return {
"running": self.running,
"interval_hours": self.interval_hours,
"backup_dir": self.backup_dir,
"retention_days": self.retention_days,
"tick_count": self.tick_count,
"total_created": self.total_created,
"total_errors": self.total_errors,
"last_tick": self.last_tick.as_dict() if self.last_tick else None,
}
class BackupScheduler:
"""Asyncio loop that ticks the BackupService on an interval.
Lifecycle mirrors :class:`cyclone.scheduler.Scheduler`:
sched = BackupScheduler(backup_service)
await sched.start() # begin ticking
await sched.stop() # finish current tick, exit
status = sched.status() # snapshot
Threading: NOT thread-safe. All access must happen on the
same event loop. FastAPI endpoints satisfy this automatically.
"""
def __init__(
self,
service: BackupService,
*,
interval_hours: float = 24.0,
) -> None:
self._service = service
self._interval_hours = max(0.1, float(interval_hours))
self._task: Optional[asyncio.Task[None]] = None
self._stop_event = asyncio.Event()
self._tick_in_progress = False
self._last_tick: Optional[BackupTickResult] = None
self._tick_count = 0
self._total_created = 0
self._total_errors = 0
@property
def service(self) -> BackupService:
return self._service
# ---- Public API -------------------------------------------------------
async def start(self) -> None:
if self._task is not None and not self._task.done():
log.info("BackupScheduler already running; start() is a no-op")
return
self._stop_event.clear()
self._task = asyncio.create_task(self._run(), name="backup-scheduler")
log.info(
"BackupScheduler started",
extra={
"interval_hours": self._interval_hours,
"backup_dir": str(self._service.backup_dir),
},
)
async def stop(self) -> None:
if self._task is None or self._task.done():
return
self._stop_event.set()
try:
await asyncio.wait_for(self._task, timeout=60)
except asyncio.TimeoutError:
log.warning("BackupScheduler did not stop within 60s; cancelling")
self._task.cancel()
try:
await self._task
except (asyncio.CancelledError, Exception): # noqa: BLE001
pass
self._task = None
log.info("BackupScheduler stopped")
def status(self) -> BackupSchedulerStatus:
return BackupSchedulerStatus(
running=self.is_running(),
interval_hours=self._interval_hours,
backup_dir=str(self._service.backup_dir),
retention_days=self._service._retention_days,
last_tick=self._last_tick,
tick_count=self._tick_count,
total_created=self._total_created,
total_errors=self._total_errors,
)
def is_running(self) -> bool:
return self._task is not None and not self._task.done()
async def tick(self) -> BackupTickResult:
"""Run a single backup tick (create + prune + audit).
Concurrent ticks are coalesced: if a tick is already in
progress, the second caller waits for it. This protects
against a slow backup holding up multiple operator-driven
``POST /api/admin/backup/tick`` calls.
"""
while self._tick_in_progress:
await asyncio.sleep(0.05)
self._tick_in_progress = True
try:
result = await self._tick_impl()
self._last_tick = result
self._tick_count += 1
if result.created is not None:
self._total_created += 1
if result.error is not None:
self._total_errors += 1
return result
finally:
self._tick_in_progress = False
# ---- Internals --------------------------------------------------------
async def _run(self) -> None:
# Stagger the first tick (same rationale as the MFT scheduler).
await asyncio.sleep(5)
while not self._stop_event.is_set():
try:
await self.tick()
except Exception as exc: # noqa: BLE001
# tick() catches its own exceptions and returns them
# in the result. This is the safety net for
# programmer errors in the loop body.
log.exception("BackupScheduler tick raised", extra={"error": str(exc)})
try:
await asyncio.wait_for(
self._stop_event.wait(),
timeout=self._interval_hours * 3600,
)
except asyncio.TimeoutError:
pass # interval elapsed
async def _tick_impl(self) -> BackupTickResult:
started = datetime.now(timezone.utc)
result = BackupTickResult(started_at=started)
try:
create_result = await asyncio.to_thread(self._service.create_now)
result.created = create_result.backup
# Audit event for the created backup.
await asyncio.to_thread(
_audit_backup_created,
create_result.backup.id,
create_result.backup.db_fingerprint,
create_result.backup.table_count,
"backup-scheduler",
)
except Exception as exc: # noqa: BLE001
log.exception("Backup create failed during tick")
result.error = f"create: {type(exc).__name__}: {exc}"
await asyncio.to_thread(
_audit_backup_failed,
f"create: {type(exc).__name__}: {exc}",
traceback.format_exc()[-500:],
"backup-scheduler",
)
try:
pruned = await asyncio.to_thread(self._service.prune)
result.pruned_paths = pruned
if pruned:
await asyncio.to_thread(
_audit_backup_pruned, pruned, "backup-scheduler",
)
except Exception as exc: # noqa: BLE001
log.exception("Backup prune failed during tick")
# Don't clobber the create error if there was one.
if result.error is None:
result.error = f"prune: {type(exc).__name__}: {exc}"
await asyncio.to_thread(
_audit_backup_failed,
f"prune: {type(exc).__name__}: {exc}",
traceback.format_exc()[-500:],
"backup-scheduler",
)
result.finished_at = datetime.now(timezone.utc)
return result
# ---------------------------------------------------------------------------
# Audit helpers (run in a thread so the asyncio loop doesn't block)
# ---------------------------------------------------------------------------
def _audit_backup_created(
backup_id: int, db_fingerprint: str, table_count: int, actor: str,
) -> None:
from cyclone import db
with db.SessionLocal()() as s:
try:
append_event(s, AuditEvent(
event_type="db.backup_created",
entity_type="database",
entity_id="cyclone.db",
actor=actor,
payload={
"backup_id": backup_id,
"db_fingerprint": db_fingerprint,
"table_count": table_count,
},
))
s.commit()
except Exception: # noqa: BLE001
log.exception("Failed to write db.backup_created audit event")
def _audit_backup_failed(
reason: str, traceback_tail: str, actor: str,
) -> None:
from cyclone import db
with db.SessionLocal()() as s:
try:
append_event(s, AuditEvent(
event_type="db.backup_failed",
entity_type="database",
entity_id="cyclone.db",
actor=actor,
payload={"reason": reason, "traceback_tail": traceback_tail},
))
s.commit()
except Exception: # noqa: BLE001
log.exception("Failed to write db.backup_failed audit event")
def _audit_backup_pruned(deleted_paths: list[str], actor: str) -> None:
from cyclone import db
with db.SessionLocal()() as s:
try:
append_event(s, AuditEvent(
event_type="db.backup_pruned",
entity_type="database",
entity_id="cyclone.db",
actor=actor,
payload={"deleted_paths": deleted_paths},
))
s.commit()
except Exception: # noqa: BLE001
log.exception("Failed to write db.backup_pruned audit event")
# ---------------------------------------------------------------------------
# Module-level singleton
# ---------------------------------------------------------------------------
_scheduler: Optional[BackupScheduler] = None
def configure_backup_scheduler(
service: BackupService,
*,
interval_hours: float = 24.0,
) -> BackupScheduler:
"""Create (or return existing) the module-level BackupScheduler."""
global _scheduler
if _scheduler is not None:
return _scheduler
hours = float(
os.environ.get("CYCLONE_BACKUP_INTERVAL_HOURS", interval_hours),
)
_scheduler = BackupScheduler(service, interval_hours=hours)
return _scheduler
def get_backup_scheduler() -> BackupScheduler:
"""Return the configured BackupScheduler. Raises if not set up."""
if _scheduler is None:
raise RuntimeError(
"backup scheduler not configured; call configure_backup_scheduler() first",
)
return _scheduler
def reset_backup_scheduler_for_tests() -> None:
"""Clear the module-level singleton. Test-only."""
global _scheduler
_scheduler = None
+851
View File
@@ -0,0 +1,851 @@
"""SP17 — High-level backup coordinator.
Owns the lifecycle of every backup the operator (or the scheduler)
takes:
* ``create_now`` runs SQLite's online ``.backup()`` against the
live engine, encrypts the bytes with :func:`cyclone.backup.encrypt`,
writes a ``.bin`` + ``.meta.json`` pair into the backup directory,
and persists a row in ``db_backups``.
* ``list_backups`` directory listing joined with ``db_backups`` rows.
* ``verify`` decrypts + recomputes SHA-256, compares to the sidecar.
* ``restore_initiate`` / ``restore_confirm`` two-step restore so an
idle browser tab can't nuke the live DB. The first call returns a
``restore_token`` (a random 32-byte hex string) plus a preview
(``db_fingerprint``, ``table_count``). The second call swaps the
engine only if the token matches.
* ``prune`` deletes backups older than ``retention_days``.
This module is intentionally engine-aware: ``create_now`` reaches
into the live SQLAlchemy engine to get a raw SQLite connection and
call ``.backup()`` (the only way to take an online consistent
snapshot). ``restore`` reaches into :func:`cyclone.db.dispose_engine`
+ :func:`cyclone.db.reinit_engine` to swap to the restored file.
The encryption key is loaded once at construction time:
* If a backup passphrase is set in the Keychain (``backup.passphrase``
account under service ``cyclone``), use it directly with the salt
stored in the companion ``backup.salt`` account. The salt must be
persisted a fresh random salt per process would defeat the key.
* Otherwise fall back to deriving from the SQLCipher DB key + a fixed
salt. Logged at WARNING because this is a degraded-but-still-safe
posture.
"""
from __future__ import annotations
import json
import logging
import os
import secrets as _secrets
import shutil
import sqlite3
import threading
from dataclasses import dataclass
from datetime import datetime, timedelta, timezone
from pathlib import Path
from typing import Optional, Union
from sqlalchemy.exc import SQLAlchemyError
from cyclone import backup as backup_mod
from cyclone.backup import BackupError
from cyclone import db
from cyclone import secrets as secrets_mod
log = logging.getLogger(__name__)
# Status values for db_backups.status (mirrored in the ORM).
STATUS_PENDING = "pending"
STATUS_OK = "ok"
STATUS_ERROR = "error"
STATUS_PRUNED = "pruned"
# Where the operator's backup passphrase lives in the Keychain.
KEYCHAIN_BACKUP_PASSPHRASE_ACCOUNT = "backup.passphrase"
# Companion account for the salt. Stored as hex. Same value across
# processes so the derived key is reproducible — a fresh random salt
# per BackupService would defeat the key.
KEYCHAIN_BACKUP_SALT_ACCOUNT = "backup.salt"
# Restore token TTL (seconds). The two-step confirm must complete
# within this window or the operator re-runs initiate.
RESTORE_TOKEN_TTL_SECONDS = 300
# ---------------------------------------------------------------------------
# Result dataclasses
# ---------------------------------------------------------------------------
@dataclass(frozen=True)
class BackupRecord:
"""Public view of a backup row joined with filesystem state."""
id: int
filename: str
backup_dir: str
size_bytes: int
db_fingerprint: str
table_count: int
created_at: datetime
completed_at: Optional[datetime]
status: str
error_message: Optional[str]
key_fingerprint: str
@dataclass(frozen=True)
class CreateResult:
"""Outcome of ``create_now``."""
backup: BackupRecord
sidecar: backup_mod.Sidecar
@dataclass(frozen=True)
class VerifyResult:
"""Outcome of ``verify``."""
backup_id: int
filename: str
ok: bool
expected_fingerprint: str
actual_fingerprint: str
table_count: int
reason: Optional[str] = None
@dataclass(frozen=True)
class RestoreInitiateResult:
"""Returned by the first call of the two-step restore."""
backup_id: int
filename: str
restore_token: str
expires_at: datetime
db_fingerprint: str
table_count: int
current_db_fingerprint: str
current_table_count: int
size_bytes: int
@dataclass(frozen=True)
class RestoreConfirmResult:
"""Returned by the second call of the two-step restore."""
backup_id: int
filename: str
restored_from_fingerprint: str
restored_at: datetime
new_db_fingerprint: str
# ---------------------------------------------------------------------------
# BackupService
# ---------------------------------------------------------------------------
class BackupService:
"""Coordinator for encrypted DB backups.
Construct once at app startup; share across requests. Not
thread-safe for *creation* (the SQLite ``.backup()`` call uses
the live engine and is best serialized through the scheduler),
but ``list_backups`` / ``prune`` / ``status`` are safe to call
concurrently.
"""
def __init__(
self,
backup_dir: Union[str, Path],
*,
passphrase: Optional[str] = None,
salt: Optional[bytes] = None,
retention_days: int = 30,
db_url: Optional[str] = None,
) -> None:
self._backup_dir = Path(backup_dir)
self._retention_days = max(1, int(retention_days))
self._db_url = db_url
# The derived key + its salt. If ``passphrase`` is None we
# fall back to deriving from the SQLCipher DB key (with a
# WARNING log).
#
# Salt is per-BackupService-instance and MUST be stable across
# processes — otherwise the same passphrase would derive
# different keys in different invocations and decrypt would
# always fail. Two options:
#
# 1. Caller passes an explicit ``salt`` (the Keychain flow
# reads the persisted salt from backup.salt account).
# 2. We accept a None salt here; ``_ensure_key`` then either
# uses the persisted salt (if available) or generates one
# and persists it on first use.
#
# Tests typically pass an explicit random salt; production
# should always pass the persisted one.
self._passphrase = passphrase
self._salt = salt
self._key: Optional[bytes] = None
self._used_fallback = False
# Pending restore tokens: token -> (backup_id, expires_at).
# A simple in-memory dict is sufficient — the token only
# needs to survive between the two API calls in one process.
self._pending_restores: dict[str, tuple[int, datetime]] = {}
self._lock = threading.Lock()
# ---- Public API -------------------------------------------------------
@property
def backup_dir(self) -> Path:
return self._backup_dir
@property
def key_fingerprint(self) -> str:
"""SHA-256 of the current derived key, or "" if not yet derived."""
if self._key is None:
return ""
return backup_mod.fingerprint(self._key)
def create_now(self) -> CreateResult:
"""Take an encrypted backup of the live DB right now.
Crash-safe: any failure marks the ``db_backups`` row as
``error``, removes any partial files from the backup dir, and
re-raises the exception.
"""
# 1. Make sure the backup dir exists.
self._backup_dir.mkdir(parents=True, exist_ok=True)
# 2. Allocate a filename + insert a pending row.
from cyclone.db import DbBackup # late import — circular otherwise
from cyclone.store import store as cycl_store
filename = backup_mod.backup_filename()
created_at = datetime.now(timezone.utc)
row = cycl_store.add_backup_pending(
filename=filename,
backup_dir=str(self._backup_dir),
)
try:
# 3. Run SQLite's online .backup() to a temp file.
# We use a private path *inside* the backup dir so the
# operator can see what crashed if it does.
staging_db = self._backup_dir / f".{filename}.staging.db"
self._sqlite_backup_to(staging_db)
# 4. Encrypt.
plaintext = staging_db.read_bytes()
db_fp = backup_mod.fingerprint(plaintext)
key = self._ensure_key()
blob = backup_mod.encrypt(plaintext, key)
# 5. Move encrypted blob into place + write sidecar.
target = self._backup_dir / filename
target.write_bytes(blob)
staging_db.unlink()
table_count = self._count_tables_in_blob(plaintext)
sidecar = backup_mod.Sidecar(
format_version=backup_mod.FORMAT_VERSION,
created_at=created_at.isoformat(),
db_fingerprint=db_fp,
table_count=table_count,
size_bytes=len(blob),
kdf="PBKDF2-HMAC-SHA256",
kdf_iterations=backup_mod.KDF_ITERATIONS,
cipher="AES-256-GCM",
key_fingerprint=backup_mod.fingerprint(key),
)
sidecar_path = self._backup_dir / backup_mod.sidecar_filename(filename)
sidecar_path.write_text(sidecar.to_json())
# 6. Mark the row as ok.
with db.SessionLocal()() as s:
row = s.get(DbBackup, row.id)
row.status = STATUS_OK
row.size_bytes = len(blob)
row.db_fingerprint = db_fp
row.table_count = table_count
row.completed_at = datetime.now(timezone.utc)
s.commit()
s.refresh(row)
record = self._row_to_record(row)
log.info(
"Backup created",
extra={
"backup_id": record.id,
"backup_filename": record.filename,
"size_bytes": record.size_bytes,
"db_fingerprint": record.db_fingerprint,
},
)
return CreateResult(backup=record, sidecar=sidecar)
except Exception as exc: # noqa: BLE001
log.exception("Backup create failed")
try:
with db.SessionLocal()() as s:
row = s.get(DbBackup, row.id)
row.status = STATUS_ERROR
row.error_message = f"{type(exc).__name__}: {exc}"[:500]
row.completed_at = datetime.now(timezone.utc)
s.commit()
# Best-effort cleanup of any partial files.
for p in [
self._backup_dir / filename,
self._backup_dir / f".{filename}.staging.db",
self._backup_dir / backup_mod.sidecar_filename(filename),
]:
if p.exists():
try:
p.unlink()
except OSError:
pass
except Exception: # noqa: BLE001
log.exception("Failed to mark backup row as error")
raise
def list_backups(
self,
*,
limit: int = 100,
status: Optional[str] = None,
) -> list[BackupRecord]:
"""List ``db_backups`` rows newest first.
Joins the filesystem state (presence of ``.bin`` and
``.meta.json``) implicitly via :attr:`BackupRecord.status`:
a row marked ``pruned`` had its files deleted by the
retention policy.
"""
from cyclone.db import DbBackup
with db.SessionLocal()() as s:
q = s.query(DbBackup)
if status is not None:
q = q.filter(DbBackup.status == status)
rows = q.order_by(DbBackup.id.desc()).limit(limit).all()
return [self._row_to_record(r) for r in rows]
def verify(self, backup_id: int) -> VerifyResult:
"""Decrypt + checksum-verify a backup against its sidecar.
Does NOT trust the sidecar's ``db_fingerprint`` field alone;
recomputes the SHA-256 from the decrypted blob and compares.
"""
from cyclone.db import DbBackup
with db.SessionLocal()() as s:
row = s.get(DbBackup, backup_id)
if row is None:
raise BackupError(f"backup {backup_id} not found")
record = self._row_to_record(row)
sidecar = self._read_sidecar(record.filename)
if sidecar is None:
return VerifyResult(
backup_id=record.id, filename=record.filename,
ok=False, expected_fingerprint="", actual_fingerprint="",
table_count=0, reason="sidecar missing",
)
try:
blob = (self._backup_dir / record.filename).read_bytes()
except FileNotFoundError:
return VerifyResult(
backup_id=record.id, filename=record.filename,
ok=False,
expected_fingerprint=sidecar.db_fingerprint,
actual_fingerprint="",
table_count=sidecar.table_count,
reason="backup file missing",
)
try:
plaintext = backup_mod.decrypt(blob, self._ensure_key())
except backup_mod.BackupDecryptError as exc:
return VerifyResult(
backup_id=record.id, filename=record.filename,
ok=False,
expected_fingerprint=sidecar.db_fingerprint,
actual_fingerprint="",
table_count=sidecar.table_count,
reason=str(exc),
)
actual_fp = backup_mod.fingerprint(plaintext)
return VerifyResult(
backup_id=record.id,
filename=record.filename,
ok=(actual_fp == sidecar.db_fingerprint),
expected_fingerprint=sidecar.db_fingerprint,
actual_fingerprint=actual_fp,
table_count=sidecar.table_count,
reason=None if actual_fp == sidecar.db_fingerprint else "fingerprint mismatch",
)
def restore_initiate(self, backup_id: int) -> RestoreInitiateResult:
"""First half of the two-step restore.
Decrypts the backup into a temp file and reads its current
``db_fingerprint`` + ``table_count``. Returns a one-shot
``restore_token`` the operator must echo back to
:meth:`restore_confirm` within 5 minutes.
"""
from cyclone.db import DbBackup
with db.SessionLocal()() as s:
row = s.get(DbBackup, backup_id)
if row is None:
raise BackupError(f"backup {backup_id} not found")
if row.status != STATUS_OK:
raise BackupError(
f"backup {backup_id} status is {row.status!r}; only 'ok' backups can be restored",
)
record = self._row_to_record(row)
# Decrypt into a staging file so the confirm step is fast.
staging = self._backup_dir / f".restore-{record.filename}.staging.db"
try:
blob = (self._backup_dir / record.filename).read_bytes()
except FileNotFoundError as exc:
raise BackupError(f"backup file missing: {record.filename}") from exc
try:
plaintext = backup_mod.decrypt(blob, self._ensure_key())
except backup_mod.BackupDecryptError as exc:
raise BackupError(f"decrypt failed: {exc}") from exc
staging.write_bytes(plaintext)
# Snapshot the live DB's fingerprint for the operator's "are
# you sure you want to do this?" preview.
live_fp, live_count = self._live_fingerprint_and_count()
token = _secrets.token_hex(32)
expires_at = datetime.now(timezone.utc) + timedelta(
seconds=RESTORE_TOKEN_TTL_SECONDS,
)
with self._lock:
self._pending_restores[token] = (record.id, expires_at)
log.info(
"Restore initiated",
extra={
"backup_id": record.id,
"token_prefix": token[:8],
"expires_at": expires_at.isoformat(),
},
)
return RestoreInitiateResult(
backup_id=record.id,
filename=record.filename,
restore_token=token,
expires_at=expires_at,
db_fingerprint=backup_mod.fingerprint(plaintext),
table_count=self._count_tables_in_blob(plaintext),
current_db_fingerprint=live_fp,
current_table_count=live_count,
size_bytes=len(plaintext),
)
def restore_confirm(
self,
backup_id: int,
restore_token: str,
*,
actor: str = "operator",
) -> RestoreConfirmResult:
"""Second half of the two-step restore.
Validates the token, copies the decrypted staging file over
the live DB path, disposes + reopens the engine. Raises
``BackupError`` on any mismatch.
"""
now = datetime.now(timezone.utc)
with self._lock:
entry = self._pending_restores.pop(restore_token, None)
if entry is None:
raise BackupError("restore_token not found (already consumed or never issued)")
token_backup_id, expires_at = entry
if token_backup_id != backup_id:
raise BackupError(
f"restore_token was for backup {token_backup_id}, not {backup_id}",
)
if now > expires_at:
raise BackupError(
f"restore_token expired at {expires_at.isoformat()}; re-run initiate",
)
from cyclone.db import DbBackup
with db.SessionLocal()() as s:
row = s.get(DbBackup, backup_id)
if row is None:
raise BackupError(f"backup {backup_id} disappeared mid-restore")
record = self._row_to_record(row)
staging = self._backup_dir / f".restore-{record.filename}.staging.db"
if not staging.exists():
raise BackupError(
f"staging restore file missing: {staging.name}; re-run initiate",
)
target_db_path = self._live_db_path()
if target_db_path is None:
raise BackupError(
"cannot determine live DB file path (non-sqlite URL?)",
)
# Pre-restore fingerprint for the audit event.
restored_from_fp = backup_mod.fingerprint(staging.read_bytes())
# The swap: dispose engine → copy file → reinit engine.
# Anything between dispose and reinit raises (queries that
# are in-flight get a "database is locked" or
# "no such table" error); we accept that because the
# operator already confirmed.
db.dispose_engine()
try:
# Atomic copy via temp + rename so a crash mid-copy
# doesn't leave a half-written DB file.
tmp_target = target_db_path.with_suffix(
target_db_path.suffix + f".restoring-{_secrets.token_hex(4)}",
)
shutil.copyfile(staging, tmp_target)
os.replace(tmp_target, target_db_path)
finally:
staging.unlink(missing_ok=True)
db.reinit_engine()
# Post-restore fingerprint from the now-live engine.
new_fp, _ = self._live_fingerprint_and_count()
log.warning(
"Restore complete: backup_id=%d actor=%s from=%s to=%s",
backup_id, actor, restored_from_fp, new_fp,
)
return RestoreConfirmResult(
backup_id=record.id,
filename=record.filename,
restored_from_fingerprint=restored_from_fp,
restored_at=datetime.now(timezone.utc),
new_db_fingerprint=new_fp,
)
def prune(self, *, now: Optional[datetime] = None) -> list[str]:
"""Delete backups older than ``retention_days``. Returns deleted paths.
Marks the ``db_backups`` rows ``pruned`` so the operator can
still see what was deleted (and when).
"""
from cyclone.db import DbBackup
cutoff = (now or datetime.now(timezone.utc)) - timedelta(
days=self._retention_days,
)
deleted: list[str] = []
with db.SessionLocal()() as s:
q = s.query(DbBackup).filter(
DbBackup.status == STATUS_OK,
DbBackup.created_at < cutoff,
)
for row in q.all():
# Delete the file pair; ignore if already gone.
bin_path = Path(row.backup_dir) / row.filename
meta_path = Path(row.backup_dir) / backup_mod.sidecar_filename(row.filename)
for p in (bin_path, meta_path):
try:
if p.exists():
p.unlink()
deleted.append(str(p))
except OSError as exc:
log.warning("Failed to delete %s: %s", p, exc)
row.status = STATUS_PRUNED
s.add(row)
s.commit()
log.info(
"Pruned old backups",
extra={
"deleted_count": len(deleted),
"cutoff": cutoff.isoformat(),
},
)
return deleted
def status(self) -> dict:
"""Snapshot of the backup subsystem for ``GET /api/admin/backup/status``."""
from cyclone.db import DbBackup
from sqlalchemy import func
with db.SessionLocal()() as s:
total = s.query(func.count(DbBackup.id)).scalar() or 0
ok_count = s.query(func.count(DbBackup.id)).filter(
DbBackup.status == STATUS_OK,
).scalar() or 0
error_count = s.query(func.count(DbBackup.id)).filter(
DbBackup.status == STATUS_ERROR,
).scalar() or 0
pruned_count = s.query(func.count(DbBackup.id)).filter(
DbBackup.status == STATUS_PRUNED,
).scalar() or 0
last_row = (
s.query(DbBackup)
.filter(DbBackup.status.in_([STATUS_OK, STATUS_ERROR]))
.order_by(DbBackup.id.desc())
.first()
)
last_ok_row = (
s.query(DbBackup)
.filter(DbBackup.status == STATUS_OK)
.order_by(DbBackup.id.desc())
.first()
)
disk_bytes = 0
try:
for p in self._backup_dir.iterdir():
if p.is_file() and p.suffix == ".bin":
disk_bytes += p.stat().st_size
except OSError:
pass
return {
"backup_dir": str(self._backup_dir),
"retention_days": self._retention_days,
"totals": {
"all": total,
"ok": ok_count,
"error": error_count,
"pruned": pruned_count,
},
"disk_bytes": disk_bytes,
"last_backup_at": (
last_row.created_at.isoformat() if last_row and last_row.created_at else None
),
"last_backup_status": last_row.status if last_row else None,
"last_ok_backup_at": (
last_ok_row.created_at.isoformat()
if last_ok_row and last_ok_row.created_at else None
),
"used_fallback_key": self._used_fallback,
}
# ---- Internals --------------------------------------------------------
def _ensure_key(self) -> bytes:
"""Derive (or return cached) AES key. Triggers fallback + WARNING log
if no passphrase was provided at construction time.
If a passphrase is set but no salt was passed at construction,
look one up from the Keychain (``backup.salt`` account). On
a fresh install, generate + persist a salt on first use so
subsequent invocations derive the same key.
"""
if self._key is not None:
return self._key
if self._passphrase:
salt = self._salt
if salt is None:
# Try the Keychain.
stored = secrets_mod.get_secret(KEYCHAIN_BACKUP_SALT_ACCOUNT)
if stored:
salt = bytes.fromhex(stored.strip())
else:
# First run: generate + persist.
salt = os.urandom(backup_mod.SALT_LEN)
secrets_mod.set_secret(
KEYCHAIN_BACKUP_SALT_ACCOUNT,
salt.hex(),
)
log.info(
"Generated + persisted backup salt to Keychain "
"(account %r)",
KEYCHAIN_BACKUP_SALT_ACCOUNT,
)
self._key = backup_mod.derive_key(self._passphrase, salt)
return self._key
# Fallback: derive from SQLCipher DB key. This is degraded
# security (the SQLCipher key is meant to unlock the DB, not
# the backup), but it's strictly better than plaintext.
from cyclone import db_crypto
db_key = db_crypto.get_db_key() if db_crypto.is_encryption_enabled() else None
if not db_key:
# No passphrase AND no SQLCipher key — refuse.
raise BackupError(
"no backup passphrase set and SQLCipher is not enabled; "
"either set a backup passphrase in the Keychain or "
"enable SQLCipher encryption",
)
log.warning(
"Backup using fallback key derived from SQLCipher DB key "
"(no separate backup passphrase set); set one via "
"`cyclone backup init-passphrase` for stronger isolation",
extra={"key_source": "sqlcipher_fallback"},
)
self._used_fallback = True
self._key = backup_mod.derive_key(db_key, backup_mod.FALLBACK_SALT)
return self._key
def _sqlite_backup_to(self, target_path: Path) -> None:
"""Run SQLite's online ``.backup()`` against the live engine.
Works for both plain SQLite and SQLCipher because sqlcipher3
is API-compatible with sqlite3. The ``.backup()`` API takes
a *target* connection; we make a fresh sqlite3 connection to
the target file (which doesn't exist yet) and copy into it.
"""
url = self._db_url or db._resolve_url()
if not url.startswith("sqlite"):
raise BackupError(
f"only sqlite URLs are supported for online backup; got {url!r}",
)
# Drive the backup off the live engine so we capture the
# current state of all tables atomically (SQLite's .backup
# holds a read lock on the source for the duration).
engine = db.engine() # raises RuntimeError if init_db() wasn't called
with engine.raw_connection() as raw:
src_conn = raw.driver_connection # sqlite3.Connection / sqlcipher3.Connection
if target_path.exists():
target_path.unlink()
dst_conn = sqlite3.connect(str(target_path))
try:
src_conn.backup(dst_conn)
finally:
dst_conn.close()
def _count_tables_in_blob(self, plaintext: bytes) -> int:
"""Open the decrypted DB in-memory and count user tables."""
tmp = self._backup_dir / f".count-tables-{_secrets.token_hex(4)}.db"
try:
tmp.write_bytes(plaintext)
conn = sqlite3.connect(str(tmp))
try:
rows = conn.execute(
"SELECT count(*) FROM sqlite_master "
"WHERE type='table' AND name NOT LIKE 'sqlite_%'",
).fetchone()
return int(rows[0])
finally:
conn.close()
finally:
tmp.unlink(missing_ok=True)
def _live_fingerprint_and_count(self) -> tuple[str, int]:
"""Fingerprint + table count of the *current* live DB."""
try:
engine = db.engine()
except RuntimeError:
return "", 0
# Use a temp-file .backup so we don't have to worry about
# online-vs-offline semantics.
tmp = self._backup_dir / f".live-fp-{_secrets.token_hex(4)}.db"
try:
with engine.raw_connection() as raw:
conn = raw.driver_connection
if tmp.exists():
tmp.unlink()
dst = sqlite3.connect(str(tmp))
try:
conn.backup(dst)
finally:
dst.close()
data = tmp.read_bytes()
return backup_mod.fingerprint(data), self._count_tables_in_blob(data)
finally:
tmp.unlink(missing_ok=True)
def _live_db_path(self) -> Optional[Path]:
"""Resolve the filesystem path of the live DB, or None for non-sqlite."""
url = self._db_url or db._resolve_url()
if not url.startswith("sqlite"):
return None
# Strip the driver prefix: sqlite:///abs or sqlite:///./rel
prefix = "sqlite:///"
if url.startswith(prefix):
return Path(url[len(prefix):])
if url.startswith("sqlite://"):
# sqlite://./relative/path -> Path("./relative/path")
return Path(url[len("sqlite://"):])
return None
def _read_sidecar(self, filename: str) -> Optional[backup_mod.Sidecar]:
p = self._backup_dir / backup_mod.sidecar_filename(filename)
if not p.exists():
return None
try:
return backup_mod.Sidecar.from_json(p.read_text())
except (json.JSONDecodeError, KeyError, ValueError) as exc:
log.warning("Sidecar %s is malformed: %s", p, exc)
return None
def _row_to_record(self, row) -> BackupRecord:
"""ORM row → BackupRecord. Reads key_fingerprint from the sidecar if present."""
sidecar = self._read_sidecar(row.filename)
return BackupRecord(
id=row.id,
filename=row.filename,
backup_dir=row.backup_dir,
size_bytes=row.size_bytes or 0,
db_fingerprint=row.db_fingerprint or "",
table_count=row.table_count or 0,
created_at=row.created_at,
completed_at=row.completed_at,
status=row.status,
error_message=row.error_message,
key_fingerprint=sidecar.key_fingerprint if sidecar else "",
)
# ---------------------------------------------------------------------------
# Module-level singleton
# ---------------------------------------------------------------------------
_service: Optional[BackupService] = None
def configure_backup_service(
backup_dir: Union[str, Path],
*,
passphrase: Optional[str] = None,
salt: Optional[bytes] = None,
retention_days: int = 30,
db_url: Optional[str] = None,
) -> BackupService:
"""Create (or replace) the module-level BackupService singleton."""
global _service
if _service is not None:
return _service
_service = BackupService(
backup_dir=backup_dir,
passphrase=passphrase,
salt=salt,
retention_days=retention_days,
db_url=db_url,
)
return _service
def get_backup_service() -> BackupService:
"""Return the configured BackupService. Raises RuntimeError if not set up."""
if _service is None:
raise RuntimeError("backup service not configured; call configure_backup_service() first")
return _service
def reset_backup_service_for_tests() -> None:
"""Clear the module-level singleton. Test-only."""
global _service
_service = None
+15 -4
View File
@@ -93,13 +93,24 @@ class SftpClient:
return self._list_inbound_paramiko() return self._list_inbound_paramiko()
def read_file(self, remote_path: str) -> bytes: def read_file(self, remote_path: str) -> bytes:
"""Read bytes from a remote path. Stub raises in stub mode.""" """Read bytes from a remote path.
Stub mode: reads from ``{staging_dir}/{remote_path}``. Used by
the SP16 scheduler so it can exercise the same code path on a
workstation without a real MFT connection.
"""
if self._stub: if self._stub:
raise RuntimeError( return self._read_file_stub(remote_path)
"Stub SFTP cannot read remote files. Use the local staging dir."
)
return self._read_file_paramiko(remote_path) return self._read_file_paramiko(remote_path)
def _read_file_stub(self, remote_path: str) -> bytes:
"""Read bytes from ``{staging_dir}/{remote_path}`` (SP16 stub)."""
staging = Path(self._block.staging_dir).resolve()
target = staging / remote_path.lstrip("/")
if not target.is_file():
raise FileNotFoundError(f"inbound stub file not found: {target}")
return target.read_bytes()
def get_secret(self, name: str) -> Optional[str]: def get_secret(self, name: str) -> Optional[str]:
"""Fetch the auth secret from Keychain. Returns the stub secret if absent.""" """Fetch the auth secret from Keychain. Returns the stub secret if absent."""
value = secrets.get_secret(name) value = secrets.get_secret(name)
+363 -3
View File
@@ -3,11 +3,13 @@
from __future__ import annotations from __future__ import annotations
import logging import logging
import os
import sys import sys
from pathlib import Path from pathlib import Path
import click import click
from cyclone.logging_config import setup_logging
from cyclone.parsers.exceptions import CycloneParseError, CycloneValidationError from cyclone.parsers.exceptions import CycloneParseError, CycloneValidationError
from cyclone.parsers.payer import PayerConfig, PayerConfig835 from cyclone.parsers.payer import PayerConfig, PayerConfig835
from cyclone.parsers.parse_837 import parse as parse_837_text from cyclone.parsers.parse_837 import parse as parse_837_text
@@ -41,8 +43,35 @@ def _payer_835(name: str) -> PayerConfig835:
@click.group() @click.group()
def main() -> None: @click.option(
"--log-format",
default=None,
type=click.Choice(["json", "dev"]),
help="Log format (default: json; honors CYCLONE_LOG_JSON).",
)
@click.option(
"--log-file",
default=None,
type=click.Path(dir_okay=False, path_type=Path),
help="Optional rotating log file (honors CYCLONE_LOG_FILE).",
)
@click.pass_context
def main(ctx: click.Context, log_format: str | None, log_file: Path | None) -> None:
"""Cyclone EDI suite — X12 parser.""" """Cyclone EDI suite — X12 parser."""
# SP18: structured JSON logging. Run once per CLI invocation; each
# subcommand still gets its own --log-level to override.
json_format = True
if log_format == "dev":
json_format = False
elif os.environ.get("CYCLONE_LOG_JSON", "").lower() in ("false", "0", "no"):
json_format = False
setup_logging(
level=os.environ.get("CYCLONE_LOG_LEVEL", "INFO"),
log_file=str(log_file) if log_file else None,
json_format=json_format,
)
# Stash on context so subcommands can read it.
ctx.ensure_object(dict)
@main.command("parse-837") @main.command("parse-837")
@@ -63,7 +92,9 @@ def parse_837(
log_level: str, log_level: str,
) -> None: ) -> None:
"""Parse an X12 837P file into one JSON per claim.""" """Parse an X12 837P file into one JSON per claim."""
logging.basicConfig(level=getattr(logging, log_level)) # SP18: re-run setup so per-command --log-level overrides the
# group default. ``setup_logging`` is idempotent.
setup_logging(level=log_level)
text = input_file.read_text() text = input_file.read_text()
config = _payer(payer) config = _payer(payer)
@@ -133,7 +164,9 @@ def parse_835(
log_level: str, log_level: str,
) -> None: ) -> None:
"""Parse an X12 835 ERA file into one JSON per claim payment.""" """Parse an X12 835 ERA file into one JSON per claim payment."""
logging.basicConfig(level=getattr(logging, log_level)) # SP18: re-run setup so per-command --log-level overrides the
# group default. ``setup_logging`` is idempotent.
setup_logging(level=log_level)
text = input_file.read_text() text = input_file.read_text()
config = _payer_835(payer) config = _payer_835(payer)
@@ -195,5 +228,332 @@ def _count_issues(report) -> dict[str, int]:
return counts return counts
# ---------------------------------------------------------------------------
# SP20: `cyclone validate-npi` + `cyclone validate-tax-id`
#
# Pure local validators. No DB, no Keychain, no network — operators can
# run them on a developer laptop without standing up the full Cyclone
# stack. Exit code is 0 (valid) or 1 (invalid) so they compose with
# shell scripting / CI gates.
# ---------------------------------------------------------------------------
@main.command("validate-npi")
@click.argument("npi")
@click.option("--log-level", default="WARNING", show_default=True, type=click.Choice(["DEBUG", "INFO", "WARNING", "ERROR"]))
def validate_npi_cmd(npi: str, log_level: str) -> None:
"""Validate a 10-digit NPI's Luhn checksum locally (SP20).
Exit 0 if valid, 1 if not. No logging of the value itself NPIs
are PHI under HIPAA, so the operator's CLI history is the only
audit trail.
"""
# SP18: re-run so --log-level overrides the group default.
setup_logging(level=log_level)
from cyclone.npi import is_valid_npi
if is_valid_npi(npi):
click.echo(f"OK: {len(npi)}-digit NPI passes Luhn checksum")
return
click.echo(f"INVALID: {npi!r} fails NPI Luhn checksum", err=True)
sys.exit(1)
@main.command("validate-tax-id")
@click.argument("tax_id")
@click.option("--log-level", default="WARNING", show_default=True, type=click.Choice(["DEBUG", "INFO", "WARNING", "ERROR"]))
def validate_tax_id_cmd(tax_id: str, log_level: str) -> None:
"""Validate a 9-digit EIN's format + prefix locally (SP20).
Accepts both ``XX-XXXXXXX`` and ``XXXXXXXXX``. Exit 0 if valid,
1 if not. EIN is sensitive (PII), so we don't echo the value back
on failure only the validation verdict.
"""
# SP18: re-run so --log-level overrides the group default.
setup_logging(level=log_level)
from cyclone.npi import is_valid_tax_id, normalize_tax_id
plain = normalize_tax_id(tax_id)
if plain is None:
click.echo("INVALID: input is not a 9-digit EIN (XX-XXXXXXX or XXXXXXXXX)", err=True)
sys.exit(1)
if is_valid_tax_id(tax_id):
click.echo(f"OK: 9-digit EIN (normalized={plain})")
return
click.echo(
f"INVALID: 9-digit EIN has reserved prefix ({plain[:2]}); EIN is not assignable by IRS",
err=True,
)
sys.exit(1)
if __name__ == "__main__": if __name__ == "__main__":
main() main()
# ---------------------------------------------------------------------------
# SP17: `cyclone backup` subcommands
#
# Operator-facing backup management. Mirrors the API surface but runs
# standalone (no FastAPI app needed) for cron / scripting / DR drills.
# Each subcommand initializes the DB + BackupService; if the
# service isn't configured (no Keychain passphrase etc.) the operator
# gets a clear error.
# ---------------------------------------------------------------------------
@main.group()
def backup() -> None:
"""Encrypted DB backup management (SP17)."""
@backup.command("init-passphrase")
@click.option("--passphrase", required=True, help="The passphrase to set (will prompt if omitted)")
@click.option("--from-stdin", is_flag=True, help="Read passphrase from stdin instead of the argument")
def backup_init_passphrase(passphrase: str, from_stdin: bool) -> None:
"""Set the backup encryption passphrase in the macOS Keychain.
Generates a fresh salt and stores both the passphrase (account
``backup.passphrase``) and the salt (account ``backup.salt``)
under service ``cyclone``. Cyclone's BackupService reads them
at startup. If the passphrase account is missing, the service
falls back to deriving a key from the SQLCipher DB key
(degraded posture, logged at WARNING).
"""
from cyclone import backup_service as svc_mod
from cyclone import secrets as secrets_mod
from getpass import getpass
import os as _os
if from_stdin:
pp = getpass("Backup passphrase: ").strip()
pp2 = getpass("Confirm: ").strip()
if not pp or pp != pp2:
click.echo("passphrase empty or mismatch", err=True)
sys.exit(2)
else:
pp = passphrase
if not pp or len(pp) < 12:
click.echo("passphrase must be at least 12 characters", err=True)
sys.exit(2)
if not secrets_mod.set_secret(svc_mod.KEYCHAIN_BACKUP_PASSPHRASE_ACCOUNT, pp):
click.echo("failed to store passphrase in Keychain", err=True)
sys.exit(1)
# Generate + persist a fresh salt. Same value must be used by
# every subsequent invocation that uses this passphrase.
salt = _os.urandom(16)
if not secrets_mod.set_secret(svc_mod.KEYCHAIN_BACKUP_SALT_ACCOUNT, salt.hex()):
click.echo(
"WARN: passphrase stored but salt write failed; backups may be unrecoverable",
err=True,
)
sys.exit(1)
click.echo(
f"passphrase stored in Keychain account {svc_mod.KEYCHAIN_BACKUP_PASSPHRASE_ACCOUNT!r}\n"
f"salt stored in Keychain account {svc_mod.KEYCHAIN_BACKUP_SALT_ACCOUNT!r}"
)
def _resolve_backup_dir(cli_override: str | None) -> "Path":
"""Resolve the backup directory: --backup-dir > $CYCLONE_BACKUP_DIR > default."""
import os as _os
from pathlib import Path as _Path
from cyclone import db as db_mod
if cli_override:
return _Path(cli_override)
env = _os.environ.get("CYCLONE_BACKUP_DIR")
if env:
return _Path(env)
return _Path(db_mod.DEFAULT_DB_PATH.parent / "backups")
@backup.command("create")
@click.option("--backup-dir", default=None, help="Override CYCLONE_BACKUP_DIR (default: ~/.local/share/cyclone/backups)")
@click.option("--retention-days", default=None, type=int, help="Override CYCLONE_BACKUP_RETENTION_DAYS for this run's prune")
def backup_create(backup_dir: str | None, retention_days: int | None) -> None:
"""Take an encrypted backup right now."""
from cyclone import db as db_mod
from cyclone import backup_service as svc_mod
from cyclone import secrets as secrets_mod
db_mod.init_db()
passphrase = secrets_mod.get_secret(svc_mod.KEYCHAIN_BACKUP_PASSPHRASE_ACCOUNT)
salt_hex = secrets_mod.get_secret(svc_mod.KEYCHAIN_BACKUP_SALT_ACCOUNT)
salt = bytes.fromhex(salt_hex) if salt_hex else None
target_dir = _resolve_backup_dir(backup_dir)
svc_mod.reset_backup_service_for_tests()
svc = svc_mod.configure_backup_service(
backup_dir=target_dir,
passphrase=passphrase,
salt=salt,
retention_days=retention_days or 30,
)
result = svc.create_now()
click.echo(
f"created backup id={result.backup.id} filename={result.backup.filename} "
f"size={result.backup.size_bytes}B fp={result.backup.db_fingerprint[:24]}..."
)
@backup.command("list")
@click.option("--limit", default=50, show_default=True)
@click.option("--status", default=None, help="Filter: ok|error|pending|pruned")
def backup_list(limit: int, status: str | None) -> None:
"""List existing backups (newest first)."""
from cyclone import db as db_mod
from cyclone import backup_service as svc_mod
from cyclone import secrets as secrets_mod
db_mod.init_db()
passphrase = secrets_mod.get_secret(svc_mod.KEYCHAIN_BACKUP_PASSPHRASE_ACCOUNT)
salt_hex = secrets_mod.get_secret(svc_mod.KEYCHAIN_BACKUP_SALT_ACCOUNT)
salt = bytes.fromhex(salt_hex) if salt_hex else None
svc_mod.reset_backup_service_for_tests()
svc = svc_mod.configure_backup_service(
backup_dir=_resolve_backup_dir(None),
passphrase=passphrase,
salt=salt,
)
rows = svc.list_backups(limit=limit, status=status)
if not rows:
click.echo("(no backups)")
return
for r in rows:
click.echo(
f"{r.id:4d} {r.status:7s} {r.created_at.isoformat() if r.created_at else '-'} "
f"{r.size_bytes:>10d}B {r.filename} fp={r.db_fingerprint[:24] or '-':<24}"
)
@backup.command("verify")
@click.argument("backup_id", type=int)
def backup_verify(backup_id: int) -> None:
"""Decrypt + checksum-verify a backup."""
from cyclone import db as db_mod
from cyclone import backup_service as svc_mod
from cyclone import secrets as secrets_mod
db_mod.init_db()
passphrase = secrets_mod.get_secret(svc_mod.KEYCHAIN_BACKUP_PASSPHRASE_ACCOUNT)
salt_hex = secrets_mod.get_secret(svc_mod.KEYCHAIN_BACKUP_SALT_ACCOUNT)
salt = bytes.fromhex(salt_hex) if salt_hex else None
svc_mod.reset_backup_service_for_tests()
svc = svc_mod.configure_backup_service(
backup_dir=_resolve_backup_dir(None),
passphrase=passphrase,
salt=salt,
)
v = svc.verify(backup_id)
if v.ok:
click.echo(f"OK: id={v.backup_id} fp={v.actual_fingerprint[:24]}... table_count={v.table_count}")
return
click.echo(
f"FAIL: id={v.backup_id} reason={v.reason} "
f"expected={v.expected_fingerprint[:24] if v.expected_fingerprint else '-'}... "
f"actual={v.actual_fingerprint[:24] if v.actual_fingerprint else '-'}...",
err=True,
)
sys.exit(1)
@backup.command("restore")
@click.argument("backup_id", type=int)
@click.option("--yes", is_flag=True, help="Skip the interactive confirm prompt")
@click.option("--actor", default="operator-cli", show_default=True)
def backup_restore(backup_id: int, yes: bool, actor: str) -> None:
"""Restore the live DB from a backup (two-step, requires --yes)."""
from cyclone import db as db_mod
from cyclone import backup_service as svc_mod
from cyclone import secrets as secrets_mod
db_mod.init_db()
passphrase = secrets_mod.get_secret(svc_mod.KEYCHAIN_BACKUP_PASSPHRASE_ACCOUNT)
salt_hex = secrets_mod.get_secret(svc_mod.KEYCHAIN_BACKUP_SALT_ACCOUNT)
salt = bytes.fromhex(salt_hex) if salt_hex else None
svc_mod.reset_backup_service_for_tests()
svc = svc_mod.configure_backup_service(
backup_dir=_resolve_backup_dir(None),
passphrase=passphrase,
salt=salt,
)
click.echo(f"Initiating restore from backup {backup_id}...")
init = svc.restore_initiate(backup_id)
click.echo(
f" backup: {init.filename} ({init.size_bytes} bytes)\n"
f" fp: {init.db_fingerprint[:24]}...\n"
f" tables: {init.table_count}\n"
f" current: fp={init.current_db_fingerprint[:24] if init.current_db_fingerprint else '-'}... "
f"tables={init.current_table_count}\n"
f" token ttl: {(init.expires_at - __import__('datetime').datetime.now(__import__('datetime').timezone.utc)).total_seconds():.0f}s"
)
if not yes:
click.confirm(
"Replace the live DB with this backup? "
"This will dispose the engine and rebuild it.",
abort=True,
)
click.echo("Confirming restore...")
result = svc.restore_confirm(backup_id, init.restore_token, actor=actor)
click.echo(
f"OK: restored from fp={result.restored_from_fingerprint[:24]}... "
f"to fp={result.new_db_fingerprint[:24]}... at {result.restored_at.isoformat()}"
)
@backup.command("prune")
@click.option("--retention-days", default=None, type=int)
@click.option("--yes", is_flag=True, help="Skip the confirm prompt")
def backup_prune(retention_days: int | None, yes: bool) -> None:
"""Apply the retention policy (delete old backups)."""
from cyclone import db as db_mod
from cyclone import backup_service as svc_mod
from cyclone import secrets as secrets_mod
db_mod.init_db()
passphrase = secrets_mod.get_secret(svc_mod.KEYCHAIN_BACKUP_PASSPHRASE_ACCOUNT)
salt_hex = secrets_mod.get_secret(svc_mod.KEYCHAIN_BACKUP_SALT_ACCOUNT)
salt = bytes.fromhex(salt_hex) if salt_hex else None
svc_mod.reset_backup_service_for_tests()
svc = svc_mod.configure_backup_service(
backup_dir=_resolve_backup_dir(None),
passphrase=passphrase,
salt=salt,
retention_days=retention_days or 30,
)
if not yes:
click.confirm(
f"Delete all backups older than {svc._retention_days} days?",
abort=True,
)
deleted = svc.prune()
click.echo(f"Deleted {len(deleted)} file(s):")
for p in deleted:
click.echo(f" {p}")
@backup.command("status")
def backup_status() -> None:
"""Print the backup subsystem status snapshot."""
from cyclone import db as db_mod
from cyclone import backup_service as svc_mod
from cyclone import secrets as secrets_mod
db_mod.init_db()
passphrase = secrets_mod.get_secret(svc_mod.KEYCHAIN_BACKUP_PASSPHRASE_ACCOUNT)
salt_hex = secrets_mod.get_secret(svc_mod.KEYCHAIN_BACKUP_SALT_ACCOUNT)
salt = bytes.fromhex(salt_hex) if salt_hex else None
svc_mod.reset_backup_service_for_tests()
svc = svc_mod.configure_backup_service(
backup_dir=_resolve_backup_dir(None),
passphrase=passphrase,
salt=salt,
)
snap = svc.status()
import json
click.echo(json.dumps(snap, indent=2, default=str))
+83
View File
@@ -676,6 +676,89 @@ class AuditLog(Base):
) )
# ---------------------------------------------------------------------------
# SP16: inbound MFT scheduler
# ---------------------------------------------------------------------------
class ProcessedInboundFile(Base):
"""One row per inbound MFT file the scheduler has downloaded.
SP16. Lets the scheduler be idempotent: a re-tick or restart must
not re-parse the same inbound file. The unique index on
(sftp_block_name, name) prevents duplicate inserts and lets the
scheduler fast-skip already-processed files via a SELECT.
Status values:
* ok - parsed cleanly, results persisted to the store
* error - parser raised; error_message captured
* skipped - file_type not in the scheduler's allowed set
* pending - file was downloaded but a downstream step failed;
the scheduler retries on the next tick
"""
__tablename__ = "processed_inbound_files"
id: Mapped[int] = mapped_column(Integer, primary_key=True, autoincrement=True)
sftp_block_name: Mapped[str] = mapped_column(String(128), nullable=False)
name: Mapped[str] = mapped_column(String(256), nullable=False)
size: Mapped[int] = mapped_column(Integer, nullable=False)
modified_at: Mapped[Optional[datetime]] = mapped_column(DateTime(timezone=True), nullable=True)
file_type: Mapped[Optional[str]] = mapped_column(String(16), nullable=True)
processed_at: Mapped[datetime] = mapped_column(DateTime(timezone=True), nullable=False)
parser_used: Mapped[Optional[str]] = mapped_column(String(32), nullable=True)
claim_count: Mapped[int] = mapped_column(Integer, nullable=False, default=0)
status: Mapped[str] = mapped_column(String(16), nullable=False)
error_message: Mapped[Optional[str]] = mapped_column(Text, nullable=True)
__table_args__ = (
Index(
"ux_processed_inbound_files_block_name",
"sftp_block_name", "name", unique=True,
),
Index("ix_processed_inbound_files_processed_at", "processed_at"),
Index("ix_processed_inbound_files_status", "status"),
)
# ---------------------------------------------------------------------------
# SP17: encrypted backup metadata
# ---------------------------------------------------------------------------
class DbBackup(Base):
"""One row per encrypted backup the BackupService has taken.
The actual encrypted blob lives in a directory outside the DB
(``~/.local/share/cyclone/backups/`` by default); this table is
the index. Status values: ``pending``, ``ok``, ``error``,
``pruned``.
SP17. The unique index on ``(backup_dir, filename)`` makes a
duplicate ``create_now()`` race fail cleanly with an
IntegrityError instead of clobbering an existing backup.
"""
__tablename__ = "db_backups"
id: Mapped[int] = mapped_column(Integer, primary_key=True, autoincrement=True)
filename: Mapped[str] = mapped_column(String(128), nullable=False)
backup_dir: Mapped[str] = mapped_column(String(512), nullable=False)
size_bytes: Mapped[int] = mapped_column(Integer, nullable=False, default=0)
db_fingerprint: Mapped[Optional[str]] = mapped_column(String(80), nullable=True)
table_count: Mapped[int] = mapped_column(Integer, nullable=False, default=0)
created_at: Mapped[datetime] = mapped_column(DateTime(timezone=True), nullable=False)
completed_at: Mapped[Optional[datetime]] = mapped_column(DateTime(timezone=True), nullable=True)
status: Mapped[str] = mapped_column(String(16), nullable=False)
error_message: Mapped[Optional[str]] = mapped_column(Text, nullable=True)
__table_args__ = (
Index("ux_db_backups_filename", "backup_dir", "filename", unique=True),
Index("ix_db_backups_created_at", "created_at"),
Index("ix_db_backups_status", "status"),
)
# --------------------------------------------------------------------------- # ---------------------------------------------------------------------------
# SP9: providers, payers, payer_configs, clearhouse # SP9: providers, payers, payer_configs, clearhouse
# --------------------------------------------------------------------------- # ---------------------------------------------------------------------------
+379
View File
@@ -0,0 +1,379 @@
"""SP18 — Structured JSON logging.
Wraps Python's stdlib ``logging`` to emit newline-delimited JSON
(or a dev-friendly tabular format) and to scrub obvious PHI
patterns (NPIs, SSNs, DOBs, patient names) from the message +
extra fields.
Design choices
--------------
* **No third-party deps.** stdlib ``logging`` + ``json`` + ``re``
is enough. ``loguru`` / ``structlog`` were considered; both add
a dependency for marginal gain.
* **JSON by default.** Operators running Cyclone in production
almost certainly want logs in a format their aggregator
(Loki/ELK/Vector) can parse. The dev format (``CycloneDevFormatter``)
is the opt-out for ``tail -f`` in dev.
* **Conservative PII scrubber.** Redacts unambiguous PHI patterns
only. False positives are not free an operator's diagnostic
dump that says ``<redacted:npi>`` instead of the actual NPI
makes root-causing a parse failure harder. The scrubber can be
disabled with ``CYCLONE_LOG_NO_PII_SCRUB=1`` for tests /
forensic mode.
* **Idempotent setup.** :func:`setup_logging` can be called
multiple times (CLI re-invocation, FastAPI lifespan re-entry
under TestClient). Each call clears existing handlers on the
root logger before attaching fresh ones so the format toggle
actually takes effect on the second call.
"""
from __future__ import annotations
import json
import logging
import os
import re
import sys
from datetime import datetime, timezone
from logging.handlers import RotatingFileHandler
from typing import Any, Optional
# ---------------------------------------------------------------------------
# Formatters
# ---------------------------------------------------------------------------
# Stdlib LogRecord attributes we don't want to dump into the
# structured payload (they're noise for log consumers).
_RESERVED_LOGRECORD_ATTRS = frozenset({
"args", "asctime", "created", "exc_info", "exc_text", "filename",
"funcName", "levelname", "levelno", "lineno", "module", "msecs",
"message", "msg", "name", "pathname", "process", "processName",
"relativeCreated", "stack_info", "thread", "threadName",
"taskName",
})
class JsonFormatter(logging.Formatter):
"""Format a LogRecord as a single JSON line.
Fields:
ts ISO 8601 UTC timestamp with milliseconds.
level uppercase level name (INFO, WARNING, etc.).
logger the logger name (e.g. "cyclone.scheduler").
msg the formatted log message (after %-substitution).
extra dict of any non-reserved LogRecord attributes.
If ``exc_info`` is set, the formatter appends a ``traceback``
field with the formatted exception text (NOT a serialized
object just the stdlib-rendered string).
"""
def format(self, record: logging.LogRecord) -> str:
ts = datetime.fromtimestamp(record.created, tz=timezone.utc).isoformat(
timespec="milliseconds",
)
payload: dict[str, Any] = {
"ts": ts,
"level": record.levelname,
"logger": record.name,
"msg": record.getMessage(),
}
# Collect user-provided extras.
extras = {
k: v
for k, v in record.__dict__.items()
if k not in _RESERVED_LOGRECORD_ATTRS and not k.startswith("_")
}
if extras:
payload["extra"] = extras
if record.exc_info:
payload["traceback"] = self.formatException(record.exc_info)
if record.stack_info:
payload["stack"] = self.formatStack(record.stack_info)
return json.dumps(payload, default=str, sort_keys=True)
class CycloneDevFormatter(logging.Formatter):
"""Dev-friendly tabular format.
Example:
2026-06-21T15:30:00.123Z INFO cyclone.scheduler Processed inbound foo.x12 parser=parse_999 claims=3
Same fields as ``JsonFormatter`` but human-readable. Useful for
``tail -f cyclone.log`` in dev.
"""
def format(self, record: logging.LogRecord) -> str:
ts = datetime.fromtimestamp(record.created, tz=timezone.utc).isoformat(
timespec="milliseconds",
)
extras = {
k: v
for k, v in record.__dict__.items()
if k not in _RESERVED_LOGRECORD_ATTRS and not k.startswith("_")
}
extra_str = ""
if extras:
pairs = " ".join(f"{k}={v!r}" for k, v in extras.items())
extra_str = " " + pairs
base = f"{ts} {record.levelname:<7s} {record.name} {record.getMessage()}{extra_str}"
if record.exc_info:
base += "\n" + self.formatException(record.exc_info)
return base
# ---------------------------------------------------------------------------
# PII scrubber
# ---------------------------------------------------------------------------
# Conservative PHI patterns. Each pattern is (label, compiled regex,
# replacement). Some patterns use a backreference so the field name
# (e.g. "dob=") is preserved and only the value is redacted — that
# keeps the surrounding context readable in the log line.
_PII_PATTERNS: tuple[tuple[str, "re.Pattern[str]", str], ...] = (
# 10-digit NPI. Word-boundary anchored so we don't redact, e.g.,
# the "10" in "10 claims processed".
("npi", re.compile(r"\b\d{10}\b"), "<redacted:npi>"),
# SSN: NNN-NN-NNNN or NNNNNNNNN.
(
"ssn",
re.compile(r"\b\d{3}-\d{2}-\d{4}\b|\b\d{9}\b(?=[\s,;)}])"),
"<redacted:ssn>",
),
# DOB: "dob=YYYY-MM-DD" / "date_of_birth=YYYY-MM-DD". Capture the
# field name + separator, redact only the date — keeps the
# surrounding sentence readable.
(
"dob",
re.compile(
r"(?i)(\b(?:dob|date[ _]?of[ _]?birth)[:=]\s*)\d{4}-\d{2}-\d{2}"
),
r"\1<redacted:dob>",
),
# Patient name: explicit field marker, redact the whole
# "patient_name=..." chunk so the value can't leak in a quoted form.
(
"patient_name",
re.compile(
r'(?i)\bpatient[_ ]?name[:=]\s*"?[^\",\s}]+',
),
"<redacted:patient_name>",
),
)
# Extra-field KEYS that we treat as PHI by themselves — if a log call
# passes an extra like ``extra={"date_of_birth": "1980-04-12"}`` we
# redact the value even though the value alone isn't PHI-shaped. The
# key is the signal. Matched case-insensitively against the full key
# (with underscores normalized to spaces for "date of birth").
_PHI_EXTRA_KEYS: dict[str, str] = {
"npi": "npi",
"provider_npi": "npi",
"rendering_npi": "npi",
"billing_npi": "npi",
"ssn": "ssn",
"dob": "dob",
"date_of_birth": "dob",
"patient_name": "patient_name",
"patient first name": "patient_name",
"patient last name": "patient_name",
}
# When an extra key matches one of these, redact any string value
# wholesale (don't try to parse it — just replace).
_PHI_EXTRA_WHOLE_VALUE = {"npi", "ssn", "dob", "patient_name"}
class PiiScrubber(logging.Filter):
"""Filter that redacts obvious PHI from log records.
Walks the formatted message + every ``extra`` field value (if
it's a string) and rewrites matches to ``<redacted:<name>``.
Non-string extras are left alone (we don't try to serialize and
re-scrub dicts too risky for false positives).
"""
def __init__(self, name: str = "pii_scrubber") -> None:
super().__init__(name)
self._enabled = True
def disable(self) -> None:
"""Disable scrubbing (for tests / forensic mode)."""
self._enabled = False
def enable(self) -> None:
self._enabled = True
def _scrub(self, text: str) -> str:
for label, pat, repl in _PII_PATTERNS:
text = pat.sub(repl, text)
return text
@staticmethod
def _normalize_extra_key(key: str) -> set[str]:
"""Return all candidate normalizations of a key.
``date_of_birth`` should match a lookup table that uses either
``date_of_birth`` or ``date of birth`` so return both. Same
for ``patient_name`` vs ``patient name``.
"""
norm = key.strip().lower()
spaced = norm.replace("_", " ")
return {norm, spaced}
def _redact_extra_value(self, key: str, value: Any) -> Any:
"""Redact a single extra field value if its key signals PHI."""
for norm in self._normalize_extra_key(key):
label = _PHI_EXTRA_KEYS.get(norm)
if label:
if not isinstance(value, str):
return value
return f"<redacted:{label}>"
return value
def filter(self, record: logging.LogRecord) -> bool:
if not self._enabled:
return True
# Scrub the formatted message.
try:
msg = record.getMessage()
scrubbed_msg = self._scrub(msg)
if scrubbed_msg != msg:
record.msg = scrubbed_msg
record.args = ()
except Exception: # noqa: BLE001
pass # never let the scrubber crash a log call
# Scrub string extras in place. We mutate the record's
# __dict__ directly so the formatter sees the scrubbed value.
for k, v in list(record.__dict__.items()):
if k in _RESERVED_LOGRECORD_ATTRS or k.startswith("_"):
continue
# First, key-based redaction (covers `extra={"dob": "..."}`).
redacted = self._redact_extra_value(k, v)
if redacted is not v:
record.__dict__[k] = redacted
continue
# Second, value-pattern redaction (covers `extra={"note":
# "patient_name=John Doe"}`).
if isinstance(v, str):
scrubbed = self._scrub(v)
if scrubbed != v:
record.__dict__[k] = scrubbed
return True
# Module-level singleton so tests / callers can disable it cleanly.
_scrubber = PiiScrubber()
def get_scrubber() -> PiiScrubber:
"""Return the module-level PII scrubber singleton."""
return _scrubber
# ---------------------------------------------------------------------------
# setup_logging entry point
# ---------------------------------------------------------------------------
def _resolve_level(level: str | int | None) -> int:
"""Resolve a level string/int, falling back to INFO."""
if level is None:
return logging.INFO
if isinstance(level, int):
return level
name = str(level).strip().upper()
return logging.getLevelNamesMapping().get(name, logging.INFO)
def setup_logging(
*,
level: str | int | None = None,
log_file: str | None = None,
json_format: bool = True,
scrub_pii: bool = True,
propagate_from: str | None = None,
) -> logging.Logger:
"""Configure the root logger + attach handlers.
Idempotent: re-calling clears existing handlers on the root
logger before attaching fresh ones. Safe to call from
``click.command`` invocations and the FastAPI lifespan.
Args:
level: ``"DEBUG"`` / ``"INFO"`` / etc. or an int. ``None``
means honor ``CYCLONE_LOG_LEVEL`` env var, then INFO.
log_file: Path to a rotating log file. ``None`` means
honor ``CYCLONE_LOG_FILE`` env var, then stderr.
json_format: Emit JSON lines (default). ``False`` uses
:class:`CycloneDevFormatter`.
scrub_pii: Apply the PII scrubber (default). Honored via
``CYCLONE_LOG_NO_PII_SCRUB=1`` to disable.
propagate_from: Optional logger name to attach the scrubber
to (defaults to root).
Returns:
The configured root logger.
"""
# Resolve env-var defaults.
if level is None:
level = os.environ.get("CYCLONE_LOG_LEVEL", "INFO")
if log_file is None:
log_file = os.environ.get("CYCLONE_LOG_FILE") or None
if not json_format and os.environ.get("CYCLONE_LOG_JSON", "").lower() in (
"false", "0", "no",
):
json_format = True
if os.environ.get("CYCLONE_LOG_NO_PII_SCRUB", "").lower() in ("1", "true", "yes"):
scrub_pii = False
root = logging.getLogger()
root.setLevel(_resolve_level(level))
# Clear existing handlers (idempotent re-setup).
for h in list(root.handlers):
root.removeHandler(h)
# Also clear our scrubber so we don't add duplicates.
target = logging.getLogger(propagate_from) if propagate_from else root
for flt in list(target.filters):
if isinstance(flt, PiiScrubber):
target.removeFilter(flt)
# Build the formatter.
fmt: logging.Formatter
if json_format:
fmt = JsonFormatter()
else:
fmt = CycloneDevFormatter()
# Build the handler.
if log_file:
handler: logging.Handler = RotatingFileHandler(
log_file,
maxBytes=10 * 1024 * 1024,
backupCount=5,
encoding="utf-8",
)
else:
handler = logging.StreamHandler(stream=sys.stderr)
handler.setFormatter(fmt)
root.addHandler(handler)
# Attach the scrubber.
if scrub_pii:
_scrubber.enable()
else:
_scrubber.disable()
target.addFilter(_scrubber)
# Quiet down noisy third-party libs.
for noisy in ("urllib3", "paramiko", "sqlalchemy.engine"):
logging.getLogger(noisy).setLevel(max(root.level, logging.WARNING))
return root
@@ -0,0 +1,47 @@
-- version: 11
-- SP16: Inbound MFT polling scheduler
--
-- Tracks every file the background scheduler has downloaded from
-- the Gainwell MFT inbound path so a re-tick (or a restart) does not
-- re-process the same file. Idempotency is required for production:
-- the scheduler polls every N seconds and a slow MFT server may hand
-- us the same file across two polls.
--
-- We key on (sftp_block_name, name) — the sftp_block_name disambiguates
-- multi-provider installations (SP9+SP-multi-NPI), name is the inbound
-- filename as it appears on the MFT server.
--
-- Status values:
-- * ok — parsed cleanly, results persisted to the store
-- * error — parser raised; error_message captured for the operator
-- * skipped — file_type not in the scheduler's allowed set
-- * pending — file was downloaded but a downstream step failed
-- (e.g. DB write); the scheduler retries on the next tick
--
-- claim_count is the number of claims/remittances/acks the parser
-- surfaced. Surfaced on /api/admin/scheduler/status so the operator can
-- see throughput without parsing logs.
--
-- Compliance: not part of the HIPAA audit chain (SP11). This is
-- operational metadata; an SFTP outage shouldn't pollute the audit log.
CREATE TABLE processed_inbound_files (
id INTEGER PRIMARY KEY AUTOINCREMENT,
sftp_block_name TEXT NOT NULL,
name TEXT NOT NULL,
size INTEGER NOT NULL,
modified_at TEXT,
file_type TEXT,
processed_at TEXT NOT NULL,
parser_used TEXT,
claim_count INTEGER NOT NULL DEFAULT 0,
status TEXT NOT NULL,
error_message TEXT
);
CREATE UNIQUE INDEX ux_processed_inbound_files_block_name
ON processed_inbound_files(sftp_block_name, name);
CREATE INDEX ix_processed_inbound_files_processed_at
ON processed_inbound_files(processed_at DESC);
CREATE INDEX ix_processed_inbound_files_status
ON processed_inbound_files(status);
@@ -0,0 +1,29 @@
-- version: 12
-- SP17: encrypted DB backup metadata
--
-- Tracks every backup the BackupService has taken. The actual
-- encrypted blob lives in a directory outside the DB (default
-- ~/.local/share/cyclone/backups/); this table is just the index
-- the operator queries via GET /api/admin/backup/list.
--
-- Status values:
-- pending - row inserted, .backup() in progress or crashed before commit
-- ok - encrypted blob + sidecar written successfully
-- error - creation failed; error_message populated
-- pruned - retention policy removed the file; row kept for audit
CREATE TABLE db_backups (
id INTEGER PRIMARY KEY AUTOINCREMENT,
filename TEXT NOT NULL,
backup_dir TEXT NOT NULL,
size_bytes INTEGER NOT NULL DEFAULT 0,
db_fingerprint TEXT,
table_count INTEGER NOT NULL DEFAULT 0,
created_at TEXT NOT NULL,
completed_at TEXT,
status TEXT NOT NULL,
error_message TEXT
);
CREATE UNIQUE INDEX ux_db_backups_filename ON db_backups(backup_dir, filename);
CREATE INDEX ix_db_backups_created_at ON db_backups(created_at DESC);
CREATE INDEX ix_db_backups_status ON db_backups(status);
+159
View File
@@ -0,0 +1,159 @@
"""SP20 — NPI checksum + Tax ID format validation.
The National Provider Identifier (NPI) is a 10-digit number where
the last digit is a **Luhn checksum** over the 9 preceding digits
prefixed with the constant ``80840`` (the NPPES "healthcare
provider identifier" prefix). See CMS / HHS NPI Standard:
https://www.cms.gov/medicare/health-care-provider-identifier
The Tax ID (EIN) is a 9-digit number, optionally formatted with a
hyphen after the second digit (``XX-XXXXXXX``). We don't validate
against the IRS (that needs their e-file schema), but we *do* catch
the 99% typo case at parse time.
Everything in this module is local no NPPES, no network. Operators
who want real NPPES verification can wire it in later; this module
catches typos (an off-by-one in a 10-digit NPI, a letter in an EIN,
an extra digit, the all-zeros EIN prefix ``00`` / ``07``).
"""
from __future__ import annotations
import re
# NPPES prefix per the NPI Luhn algorithm. Prepended to the 9-digit
# NPI body before running the Luhn check.
_NPPES_PREFIX = "80840"
def npi_checksum(npi_body: str) -> int:
"""Compute the Luhn check digit for a 9-digit NPI body.
``npi_body`` must be exactly 9 digits; the caller is responsible
for length + character validation. Returns the check digit (09).
"""
if not npi_body.isdigit() or len(npi_body) != 9:
raise ValueError(f"npi_body must be 9 digits, got {npi_body!r}")
digits = _NPPES_PREFIX + npi_body
return _luhn_check_digit(digits)
def is_valid_npi(npi: str | None) -> bool:
"""True if ``npi`` is a well-formed 10-digit NPI with valid checksum.
Returns False for ``None`` / empty string / non-strings / wrong
length / non-digit characters / wrong Luhn check digit. Doesn't
call NPPES see module docstring for why.
>>> is_valid_npi("1234567893") # CMS-published example NPI
True
>>> is_valid_npi("1234567894") # last digit off by one
False
>>> is_valid_npi("1234567890") # passes digit but fails Luhn
False
>>> is_valid_npi("")
False
"""
if not isinstance(npi, str):
return False
if len(npi) != 10 or not npi.isdigit():
return False
return npi[-1] == str(npi_checksum(npi[:-1]))
# ---------------------------------------------------------------------------
# Tax ID (EIN)
# ---------------------------------------------------------------------------
# EIN prefix table (subset). The IRS publishes a full table; the
# common "this is obviously a typo" prefixes we reject are:
# 00 — reserved / never assigned
# 07 — campus prefixes reserved for future use
# 8X — formerly used by the IRS Pension Plan Branch
# Other 00-prefixed EINs (e.g., 000000000) are technically not
# assigned but we don't reject them here — the operator might have
# a deliberate placeholder.
_EIN_FORBIDDEN_PREFIXES = {"00", "07"}
_EIN_RESERVED_PREFIX_8X = re.compile(r"^8\d$")
# 9 digits, optionally formatted as XX-XXXXXXX.
_EIN_FORMATTED = re.compile(r"^\d{2}-\d{7}$")
_EIN_PLAIN = re.compile(r"^\d{9}$")
def normalize_tax_id(tax_id: str | None) -> str | None:
"""Return ``tax_id`` in 9-digit plain form, or None if it's malformed.
>>> normalize_tax_id("72-1587149")
'721587149'
>>> normalize_tax_id("721587149")
'721587149'
>>> normalize_tax_id("not-an-ein")
None
"""
if not isinstance(tax_id, str):
return None
s = tax_id.strip()
if _EIN_FORMATTED.match(s):
return s.replace("-", "")
if _EIN_PLAIN.match(s):
return s
return None
def is_valid_tax_id(tax_id: str | None) -> bool:
"""True if ``tax_id`` is a 9-digit EIN (formatted or plain) with
a non-reserved prefix.
>>> is_valid_tax_id("72-1587149") # Touch of Care
True
>>> is_valid_tax_id("00-1234567") # reserved prefix
False
>>> is_valid_tax_id("07-1234567") # reserved prefix
False
>>> is_valid_tax_id("not-an-ein")
False
"""
plain = normalize_tax_id(tax_id)
if plain is None:
return False
prefix = plain[:2]
if prefix in _EIN_FORBIDDEN_PREFIXES:
return False
if _EIN_RESERVED_PREFIX_8X.match(prefix):
return False
return True
# ---------------------------------------------------------------------------
# Luhn internals
# ---------------------------------------------------------------------------
def _luhn_check_digit(digits: str) -> int:
"""Return the Luhn check digit for ``digits``.
The Luhn algorithm doubles every second digit starting from the
RIGHTMOST position (i.e., the first digit doubled is the rightmost
character of ``digits``). If the doubled value exceeds 9, subtract
9. Sum all digits; the check digit is ``(10 - sum % 10) % 10``.
``digits`` here is the body WITHOUT the check digit for the NPI
case it's the 14-character ``80840`` + 9-digit NPI body. The
CMS-published example ``123456789`` (body) yields check digit
``3`` full NPI ``1234567893`` (verified against
https://www.cms.gov/.../NPIcheckdigit.pdf).
"""
total = 0
# The rightmost digit of ``digits`` is the FIRST one doubled (i=0
# in the reversed iteration). Per CMS, doubling starts at the
# rightmost and alternates leftward.
for i, ch in enumerate(reversed(digits)):
d = int(ch)
if i % 2 == 0: # rightmost, third-from-right, fifth-from-right, ...
d *= 2
if d > 9:
d -= 9
total += d
return (10 - total % 10) % 10
+31
View File
@@ -35,6 +35,36 @@ def _r020_npi_format(claim: ClaimOutput, _: PayerConfig) -> Iterable[ValidationI
yield ValidationIssue(rule="R020_npi_format", severity="error", message=f"Billing provider NPI must be 10 digits, got {claim.billing_provider.npi!r}") yield ValidationIssue(rule="R020_npi_format", severity="error", message=f"Billing provider NPI must be 10 digits, got {claim.billing_provider.npi!r}")
def _r021_npi_checksum(claim: ClaimOutput, _: PayerConfig) -> Iterable[ValidationIssue]:
"""SP20: validate the billing-provider NPI's Luhn check digit.
A 10-digit NPI whose body passes R020's format check can still have
a bad Luhn check digit (a typo at the end). Yielded as a WARNING
not an error because operators sometimes ingest test fixtures with
placeholder NPIs (e.g. all-same-digit) and we don't want to block
that path. Local-only check, no NPPES round-trip.
"""
npi = claim.billing_provider.npi
if not npi:
return
# Skip silently if R020 already flagged the format — we don't want to
# duplicate the operator's screen with a second issue about the same NPI.
if not NPI_RE.match(npi):
return
# Lazy import keeps the validator module importable even if
# ``cyclone.npi`` is unavailable (e.g. in some legacy test setups).
try:
from cyclone.npi import is_valid_npi
except ImportError: # pragma: no cover — defensive
return
if not is_valid_npi(npi):
yield ValidationIssue(
rule="R021_npi_checksum",
severity="warning",
message=f"Billing provider NPI {npi!r} fails Luhn checksum (likely typo)",
)
def _r030_frequency_allowed(claim: ClaimOutput, cfg: PayerConfig) -> Iterable[ValidationIssue]: def _r030_frequency_allowed(claim: ClaimOutput, cfg: PayerConfig) -> Iterable[ValidationIssue]:
if not claim.claim.frequency_code: if not claim.claim.frequency_code:
return return
@@ -392,6 +422,7 @@ _RULES: list[Rule] = [
_r010_clm01_present, _r010_clm01_present,
_r011_total_charge_positive, _r011_total_charge_positive,
_r020_npi_format, _r020_npi_format,
_r021_npi_checksum,
_r030_frequency_allowed, _r030_frequency_allowed,
_r031_ref_g1_optional, _r031_ref_g1_optional,
_r034_ref_g1_required, _r034_ref_g1_required,
+13
View File
@@ -100,6 +100,19 @@ class EventBus:
yield await queue.get() yield await queue.get()
queue.task_done() queue.task_done()
def stats(self) -> dict[str, int]:
"""Snapshot of subscriber counts per kind.
Used by ``/api/health`` (SP19) and the admin diagnostics page.
Returns ``{kind: count}`` for every kind with at least one
subscriber; kinds with zero subscribers are omitted.
"""
return {
kind: len(subs)
for kind, subs in self._subscribers.items()
if subs
}
def get_event_bus() -> EventBus: def get_event_bus() -> EventBus:
"""Return the process-wide EventBus attached to the FastAPI app state. """Return the process-wide EventBus attached to the FastAPI app state.
+720
View File
@@ -0,0 +1,720 @@
"""Background inbound MFT polling scheduler (SP16).
Turns Cyclone from a manual upload tool into a live clearinghouse:
a long-running asyncio task that periodically polls the Gainwell MFT
inbound path, downloads each new file, and runs it through the
appropriate parser. The operator no longer has to watch for inbound
files and POST them to ``/api/parse-999`` etc. by hand.
Design constraints
------------------
* **Idempotent.** A re-tick (or a process restart) must not re-parse
the same inbound file. We persist a ``processed_inbound_files`` row
per file and skip ones we've already seen.
* **Crash-safe.** If the parser raises or the DB write fails, the
scheduler logs the error, records an ``error`` row, and moves on.
The next tick continues from the next file.
* **Bounded blast radius.** A bad file must not stop the scheduler.
Each file is wrapped in try/except so a 999 parser crash doesn't
prevent us from processing the next inbound 835.
* **Operator-controlled.** The scheduler is OFF by default; the
operator must explicitly start it (``POST /api/admin/scheduler/start``
or ``CYCLONE_SCHEDULER_AUTOSTART=true``). When it's running, status
is exposed via ``GET /api/admin/scheduler/status``.
* **No threading.** We use ``asyncio.create_task`` + ``asyncio.sleep``
rather than APScheduler or threading because the rest of the
codebase is asyncio-native (FastAPI). The whole polling loop runs
in the FastAPI event loop on the main thread.
Compliance: SP16 is operational metadata only. Inbound file
processing is NOT part of the HIPAA audit chain (SP11) an SFTP
outage shouldn't pollute the audit log with parser errors.
"""
from __future__ import annotations
import asyncio
import json
import logging
import os
import traceback
from dataclasses import dataclass, field
from datetime import datetime, timezone
from pathlib import Path
from typing import Any, Callable, Optional
from sqlalchemy.exc import IntegrityError
from cyclone import db
from cyclone.store import store as cycl_store
from cyclone.audit_log import AuditEvent, append_event
from cyclone.clearhouse import InboundFile, SftpClient
from cyclone.db import ProcessedInboundFile
from cyclone.edi.filenames import parse_inbound_filename
from cyclone.inbox_state import apply_999_rejections
from cyclone.inbox_state_277ca import apply_277ca_rejections
from cyclone.providers import SftpBlock
log = logging.getLogger(__name__)
# Status values for ProcessedInboundFile.status.
STATUS_OK = "ok"
STATUS_ERROR = "error"
STATUS_SKIPPED = "skipped"
STATUS_PENDING = "pending"
# File types we know how to route. The HCPF set is broader (270/271/
# 276/277/278/820/834/ENCR) but Cyclone's parser only covers the
# four below. Files with unknown types are recorded as ``skipped``
# so the operator can see them in the audit table.
ROUTED_FILE_TYPES = frozenset({"999", "835", "277", "277CA", "TA1"})
@dataclass
class TickResult:
"""Outcome of a single scheduler tick (one poll cycle)."""
started_at: datetime
finished_at: Optional[datetime] = None
files_seen: int = 0
files_processed: int = 0
files_skipped: int = 0
files_errored: int = 0
errors: list[str] = field(default_factory=list)
def as_dict(self) -> dict[str, Any]:
return {
"started_at": self.started_at.isoformat(),
"finished_at": (
self.finished_at.isoformat() if self.finished_at else None
),
"files_seen": self.files_seen,
"files_processed": self.files_processed,
"files_skipped": self.files_skipped,
"files_errored": self.files_errored,
"errors": list(self.errors),
}
@dataclass
class SchedulerStatus:
"""Snapshot of the scheduler's runtime state."""
running: bool
poll_interval_seconds: int
sftp_block_name: str
last_poll_at: Optional[datetime]
poll_count: int
total_processed: int
total_skipped: int
total_errored: int
last_tick: Optional[TickResult] = None
def as_dict(self) -> dict[str, Any]:
return {
"running": self.running,
"poll_interval_seconds": self.poll_interval_seconds,
"sftp_block_name": self.sftp_block_name,
"last_poll_at": (
self.last_poll_at.isoformat() if self.last_poll_at else None
),
"poll_count": self.poll_count,
"total_processed": self.total_processed,
"total_skipped": self.total_skipped,
"total_errored": self.total_errored,
"last_tick": self.last_tick.as_dict() if self.last_tick else None,
}
# ---------------------------------------------------------------------------
# Per-file-type handlers. Each returns (parser_name, claim_count) and
# persists its own DB rows. The scheduler records the outcome.
# ---------------------------------------------------------------------------
def _handle_999(text: str, source_file: str) -> tuple[str, int]:
"""Parse a 999, apply rejections, persist ack row. Returns (parser, count)."""
from cyclone.parsers.parse_999 import parse_999_text
from cyclone.parsers.exceptions import CycloneParseError
try:
result = parse_999_text(text, input_file=source_file)
except CycloneParseError as exc:
raise ValueError(f"999 parse error: {exc}") from exc
received, accepted, rejected, ack_code = _ack_count_summary(result)
icn = result.envelope.control_number
synthetic_id = _ack_synthetic_source_batch_id(icn)
with db.SessionLocal()() as session:
def _lookup(pcn: str):
return (
session.query(db.Claim)
.filter_by(patient_control_number=pcn)
.first()
)
rejection_result = apply_999_rejections(
session, result, claim_lookup=_lookup,
)
if rejection_result.matched:
for cid in rejection_result.matched:
append_event(session, AuditEvent(
event_type="claim.rejected",
entity_type="claim",
entity_id=cid,
payload={"source_batch_id": synthetic_id},
actor="999-parser-scheduler",
))
row = cycl_store.add_ack(
source_batch_id=synthetic_id,
accepted_count=accepted,
rejected_count=rejected,
received_count=received,
ack_code=ack_code,
raw_json=json.loads(result.model_dump_json()),
)
session.commit()
return "parse_999", received
def _handle_835(text: str, source_file: str) -> tuple[str, int]:
"""Parse an 835, run validation, persist batch + remittances."""
import uuid
from cyclone.parsers.parse_835 import parse as parse_835
from cyclone.parsers.exceptions import CycloneParseError
from cyclone.parsers.validator_835 import validate as validate_835
from cyclone.payers import PAYER_FACTORIES_835
from cyclone.store import BatchRecord
config = PAYER_FACTORIES_835["co_medicaid_835"]()
try:
result = parse_835(text, config, input_file=source_file)
except CycloneParseError as exc:
raise ValueError(f"835 parse error: {exc}") from exc
# Validation report (mirrors the API endpoint).
report = validate_835(result, config)
n = len(result.claims)
if report.passed:
passed, failed, failed_claim_ids = n, 0, []
else:
passed, failed, failed_claim_ids = 0, n, [
c.payer_claim_control_number for c in result.claims
]
result = result.model_copy(update={
"validation": report,
"summary": result.summary.model_copy(update={
"passed": passed,
"failed": failed,
"failed_claim_ids": failed_claim_ids,
}),
})
rec = BatchRecord(
id=uuid.uuid4().hex,
kind="835",
input_filename=source_file,
parsed_at=datetime.now(timezone.utc),
result=result,
)
cycl_store.add(rec)
return "parse_835", len(result.claims)
def _handle_277ca(text: str, source_file: str) -> tuple[str, int]:
"""Parse a 277CA, persist ack + stamp payer-rejected claims."""
from cyclone.parsers.parse_277ca import parse_277ca_text
from cyclone.parsers.exceptions import CycloneParseError
try:
result = parse_277ca_text(text, input_file=source_file)
except CycloneParseError as exc:
raise ValueError(f"277CA parse error: {exc}") from exc
icn = result.envelope.control_number
synthetic_id = _277ca_synthetic_source_batch_id(icn)
accepted = sum(
1 for s in result.claim_statuses if s.classification == "accepted"
)
paid = sum(
1 for s in result.claim_statuses if s.classification == "paid"
)
rejected = sum(
1 for s in result.claim_statuses if s.classification == "rejected"
)
pended = sum(
1 for s in result.claim_statuses if s.classification == "pended"
)
with db.SessionLocal()() as session:
row = cycl_store.add_277ca_ack(
source_batch_id=synthetic_id,
control_number=icn,
accepted_count=accepted,
rejected_count=rejected,
paid_count=paid,
pended_count=pended,
raw_json=json.loads(result.model_dump_json()),
)
def _lookup(pcn: str):
return (
session.query(db.Claim)
.filter(db.Claim.patient_control_number == pcn)
.first()
)
apply_result = apply_277ca_rejections(
session, result, claim_lookup=_lookup, two77ca_id=row.id,
)
if apply_result.matched:
for cid in apply_result.matched:
append_event(session, AuditEvent(
event_type="claim.payer_rejected",
entity_type="claim",
entity_id=cid,
payload={"source_batch_id": synthetic_id, "277ca_id": row.id},
actor="277ca-parser-scheduler",
))
session.commit()
return "parse_277ca", len(result.claim_statuses)
def _handle_ta1(text: str, source_file: str) -> tuple[str, int]:
"""Parse a TA1, persist the interchange ack row."""
from cyclone.parsers.parse_ta1 import parse_ta1_text
from cyclone.parsers.exceptions import CycloneParseError
try:
result = parse_ta1_text(text, input_file=source_file)
except CycloneParseError as exc:
raise ValueError(f"TA1 parse error: {exc}") from exc
with db.SessionLocal()() as session:
cycl_store.add_ta1_ack(
source_batch_id=result.source_batch_id,
control_number=result.ta1.control_number,
interchange_date=result.ta1.interchange_date,
interchange_time=result.ta1.interchange_time,
ack_code=result.ta1.ack_code,
note_code=result.ta1.note_code,
ack_generated_date=result.ta1.ack_generated_date,
sender_id=result.envelope.sender_id,
receiver_id=result.envelope.receiver_id,
raw_json=json.loads(result.model_dump_json()),
)
session.commit()
return "parse_ta1", 1
# Map file_type → handler. Mirrors ROUTED_FILE_TYPES.
HANDLERS: dict[str, Callable[[str, str], tuple[str, int]]] = {
"999": _handle_999,
"835": _handle_835,
"277": _handle_277ca, # filename uses 277; parser is the same
"277CA": _handle_277ca,
"TA1": _handle_ta1,
}
# ---------------------------------------------------------------------------
# Light copies of helpers the API endpoints use, so the scheduler can
# run without depending on the FastAPI module.
# ---------------------------------------------------------------------------
def _ack_count_summary(result: Any) -> tuple[int, int, int, str]:
"""Return (received, accepted, rejected, ack_code) for a 999.
Mirrors the logic in ``cyclone.api._ack_count_summary`` but lives
here so the scheduler can run without importing the API module.
"""
if result.functional_group_acks:
fg = result.functional_group_acks[0]
return (
fg.received_count, fg.accepted_count,
fg.rejected_count, fg.ack_code,
)
sets = result.set_responses
received = len(sets)
accepted = sum(1 for s in sets if s.set_accept_reject.code == "A")
rejected = received - accepted
if rejected == 0:
code = "A"
elif accepted == 0:
code = "R"
else:
code = "P"
return (received, accepted, rejected, code)
def _ack_synthetic_source_batch_id(interchange_control_number: str) -> str:
"""Synthetic batches.id for a received 999 with no source batch."""
return f"999-{(interchange_control_number or '').strip() or '000000001'}"
def _277ca_synthetic_source_batch_id(interchange_control_number: str) -> str:
"""Synthetic batches.id for a received 277CA with no source batch."""
return f"277CA-{(interchange_control_number or '').strip() or '000000001'}"
# ---------------------------------------------------------------------------
# Scheduler
# ---------------------------------------------------------------------------
class Scheduler:
"""Background polling loop for inbound MFT files.
Lifecycle:
sched = Scheduler(sftp_block, poll_interval_seconds=60)
await sched.start() # begin polling
# ... later ...
await sched.stop() # finish current tick, then exit
status = sched.status() # snapshot
The scheduler is a single asyncio task. ``tick()`` does one full
poll cycle and is exposed for tests + the ``/api/admin/scheduler/tick``
endpoint so the operator can force a poll without waiting.
Threading: NOT thread-safe. All access (start/stop/tick/status)
must happen on the same event loop. The FastAPI app satisfies
this trivially because endpoints run on the loop.
"""
def __init__(
self,
sftp_block: SftpBlock,
*,
poll_interval_seconds: int = 60,
sftp_block_name: str = "default",
sftp_client_factory: Optional[Callable[[SftpBlock], Any]] = None,
) -> None:
self._sftp_block = sftp_block
self._poll_interval = poll_interval_seconds
self._sftp_block_name = sftp_block_name
# Factory indirection lets tests substitute a fake client
# without monkey-patching the module-level SftpClient.
self._sftp_client_factory = sftp_client_factory or SftpClient
self._task: Optional[asyncio.Task[None]] = None
self._stop_event = asyncio.Event()
self._last_poll_at: Optional[datetime] = None
self._poll_count = 0
self._total_processed = 0
self._total_skipped = 0
self._total_errored = 0
self._last_tick: Optional[TickResult] = None
# Coalesce overlapping ticks (a slow MFT server shouldn't let
# ticks stack up; the next tick fires only after the previous
# one finishes).
self._tick_in_progress = False
# ---- Public API -------------------------------------------------------
async def start(self) -> None:
"""Begin polling. Idempotent."""
if self._task is not None and not self._task.done():
log.info("Scheduler already running; start() is a no-op")
return
self._stop_event.clear()
self._task = asyncio.create_task(self._run(), name="mft-scheduler")
log.info(
"Scheduler started",
extra={
"poll_interval_s": self._poll_interval,
"sftp_block": self._sftp_block_name,
},
)
async def stop(self) -> None:
"""Stop polling. Waits for the current tick to finish."""
if self._task is None or self._task.done():
return
self._stop_event.set()
try:
await asyncio.wait_for(self._task, timeout=30)
except asyncio.TimeoutError:
log.warning("Scheduler did not stop within 30s; cancelling")
self._task.cancel()
try:
await self._task
except (asyncio.CancelledError, Exception): # noqa: BLE001
pass
self._task = None
log.info("Scheduler stopped")
def status(self) -> SchedulerStatus:
"""Return a snapshot of the scheduler's state."""
return SchedulerStatus(
running=self.is_running(),
poll_interval_seconds=self._poll_interval,
sftp_block_name=self._sftp_block_name,
last_poll_at=self._last_poll_at,
poll_count=self._poll_count,
total_processed=self._total_processed,
total_skipped=self._total_skipped,
total_errored=self._total_errored,
last_tick=self._last_tick,
)
def is_running(self) -> bool:
return self._task is not None and not self._task.done()
async def tick(self) -> TickResult:
"""Run a single poll cycle and return the outcome.
Concurrent ticks are coalesced: if a tick is already in
progress, the second caller waits for it. This protects the
SFTP server from a stampede when the operator hits
``/api/admin/scheduler/tick`` while a scheduled tick is
already running.
"""
while self._tick_in_progress:
await asyncio.sleep(0.05)
self._tick_in_progress = True
try:
result = await self._tick_impl()
self._last_tick = result
self._last_poll_at = result.finished_at or result.started_at
self._poll_count += 1
self._total_processed += result.files_processed
self._total_skipped += result.files_skipped
self._total_errored += result.files_errored
return result
finally:
self._tick_in_progress = False
# ---- Internals --------------------------------------------------------
async def _run(self) -> None:
"""Main loop. Runs until ``stop()`` is called."""
# Stagger the first tick so we don't hammer the MFT server on
# startup if multiple operators restart Cyclone in lockstep.
await asyncio.sleep(1)
while not self._stop_event.is_set():
try:
await self.tick()
except Exception as exc: # noqa: BLE001
# tick() should never raise — it catches per-file
# exceptions. This is the safety net for SFTP outages
# or DB connectivity issues.
log.exception("Scheduler tick raised", extra={"error": str(exc)})
try:
await asyncio.wait_for(
self._stop_event.wait(),
timeout=self._poll_interval,
)
except asyncio.TimeoutError:
pass # poll interval elapsed; loop again
async def _tick_impl(self) -> TickResult:
"""One poll cycle: list → filter already-processed → route each."""
started = datetime.now(timezone.utc)
result = TickResult(started_at=started)
try:
files = await asyncio.to_thread(self._list_inbound)
except Exception as exc: # noqa: BLE001
log.exception("SFTP list_inbound failed")
result.errors.append(f"list_inbound: {exc}")
result.finished_at = datetime.now(timezone.utc)
return result
result.files_seen = len(files)
for f in files:
if self._stop_event.is_set():
break
await self._handle_one(f, result)
result.finished_at = datetime.now(timezone.utc)
return result
def _list_inbound(self) -> list[InboundFile]:
"""Return files in the inbound MFT path. Runs on a thread."""
client = self._sftp_client_factory(self._sftp_block)
return client.list_inbound()
async def _handle_one(self, f: InboundFile, result: TickResult) -> None:
"""Process one inbound file: skip-if-seen, classify, parse, record."""
if await self._already_processed(f.name):
return
try:
inbound = parse_inbound_filename(f.name)
file_type = inbound.file_type
except ValueError:
file_type = None
if file_type not in HANDLERS:
await self._record(
name=f.name, size=f.size, modified_at=f.modified_at,
file_type=file_type, parser_used=None, claim_count=0,
status=STATUS_SKIPPED,
error_message=(
f"file_type {file_type!r} not in {sorted(HANDLERS)}"
if file_type else "filename does not match HCPF inbound format"
),
)
result.files_skipped += 1
return
try:
_path, parser_used, claim_count = await asyncio.to_thread(
self._download_and_parse, f, file_type,
)
except Exception as exc: # noqa: BLE001
log.exception("Failed to process inbound file", extra={"input_filename": f.name})
await self._record(
name=f.name, size=f.size, modified_at=f.modified_at,
file_type=file_type, parser_used=None, claim_count=0,
status=STATUS_ERROR,
error_message=(
f"{type(exc).__name__}: {exc}\n"
f"{traceback.format_exc()[-500:]}"
),
)
result.files_errored += 1
result.errors.append(f"{f.name}: {exc}")
return
await self._record(
name=f.name, size=f.size, modified_at=f.modified_at,
file_type=file_type, parser_used=parser_used, claim_count=claim_count,
status=STATUS_OK, error_message=None,
)
result.files_processed += 1
log.info(
"Processed inbound file",
extra={
"input_filename": f.name,
"parser": parser_used,
"claims": claim_count,
},
)
async def _already_processed(self, name: str) -> bool:
with db.SessionLocal()() as session:
row = (
session.query(ProcessedInboundFile)
.filter_by(sftp_block_name=self._sftp_block_name, name=name)
.filter(ProcessedInboundFile.status != STATUS_PENDING)
.first()
)
return row is not None
async def _record(
self,
*,
name: str,
size: int,
modified_at: datetime,
file_type: Optional[str],
parser_used: Optional[str],
claim_count: int,
status: str,
error_message: Optional[str],
) -> None:
"""Persist a processed_inbound_files row. Idempotent."""
with db.SessionLocal()() as session:
row = ProcessedInboundFile(
sftp_block_name=self._sftp_block_name,
name=name,
size=size,
modified_at=modified_at,
file_type=file_type,
processed_at=datetime.now(timezone.utc),
parser_used=parser_used,
claim_count=claim_count,
status=status,
error_message=error_message,
)
session.add(row)
try:
session.commit()
except IntegrityError:
# A concurrent scheduler (or a retry after a partial
# failure) already recorded this file. That's fine —
# the latest row wins; we just skip the dup.
session.rollback()
def _download_and_parse(
self, f: InboundFile, file_type: str,
) -> tuple[Path, str, int]:
"""Download from MFT, run the right handler. Returns (path, parser, count).
Stub mode: ``f.local_path`` already points at the staged file
(set by ``SftpClient._list_inbound_stub``). Real mode: the
remote name is ``f.name`` and we round-trip through paramiko.
"""
if self._sftp_block.stub:
# In stub mode the InboundFile already has a local_path;
# reading the staged bytes directly avoids the stub's
# remote-path semantics (which expect a full inbound path).
content = f.local_path.read_bytes()
else:
client = self._sftp_client_factory(self._sftp_block)
content = client.read_file(f.name)
text = content.decode("utf-8")
handler = HANDLERS[file_type]
parser_used, claim_count = handler(text, f.name)
return f.local_path, parser_used, claim_count
# ---------------------------------------------------------------------------
# Module-level singleton — only one scheduler per process.
# ---------------------------------------------------------------------------
_scheduler: Optional[Scheduler] = None
def configure_scheduler(
sftp_block: SftpBlock,
*,
poll_interval_seconds: int = 60,
sftp_block_name: str = "default",
force: bool = False,
) -> Scheduler:
"""Create the module-level scheduler singleton (or return the existing one).
Called from the FastAPI lifespan handler. Tests pre-configure the
scheduler before the TestClient opens the lifespan; in that case
we leave the existing singleton alone (``force=False``). Pass
``force=True`` to replace unconditionally.
"""
global _scheduler
if _scheduler is not None and not force:
return _scheduler
poll = int(
os.environ.get("CYCLONE_SCHEDULER_POLL_SECONDS", poll_interval_seconds),
)
_scheduler = Scheduler(
sftp_block,
poll_interval_seconds=poll,
sftp_block_name=sftp_block_name,
)
return _scheduler
def get_scheduler() -> Scheduler:
"""Return the module-level scheduler.
Raises:
RuntimeError: if ``configure_scheduler`` hasn't been called.
"""
if _scheduler is None:
raise RuntimeError(
"scheduler not configured; call configure_scheduler() first",
)
return _scheduler
def reset_scheduler_for_tests() -> None:
"""Clear the module-level scheduler. Test-only."""
global _scheduler
_scheduler = None
+485
View File
@@ -0,0 +1,485 @@
"""SP19 — Security middleware + health probe.
Three concrete middlewares (body size, rate limit, security headers)
plus a richer ``/api/health`` snapshot. Sizing is for Cyclone's
local-only posture: a misconfigured Tailscale / ngrok bind, a
misbehaving cron job, a port-scanner scraping the API. Anything more
aggressive (auth, mTLS, WAF) is out of scope.
Design choices
--------------
* **In-memory rate limiter.** Cyclone is single-process; a dict
keyed by IP is enough. If we ever go multi-worker, swap for
Redis. The rate-limit counter resets after the bucket window;
failing open on the limiter itself (an unexpected exception)
rather than 503ing every request is the right call for a local tool.
* **Body-size check by Content-Length first, then chunked-read
guard.** A chunked POST can lie about its size (or omit the
header entirely); we cap read body size on the underlying stream
so a malicious client can't keep streaming forever.
* **Security headers on every response.** CSP locks the API to
same-origin + the Vite dev origin (whitelisted explicitly so a
future operator running on a different port doesn't break).
* **Health snapshot is best-effort.** Each subsystem (DB,
scheduler, pubsub) reports independently a DB outage doesn't
blank out the rest. ``status: "degraded"`` if any subsystem is
unhappy; ``"ok"`` only when everything is.
"""
from __future__ import annotations
import json
import logging
import os
import threading
import time
from collections import deque
from dataclasses import dataclass, field
from typing import Any, Callable
from fastapi import Request, Response
from fastapi.responses import JSONResponse
from starlette.types import ASGIApp, Message, Receive, Scope, Send
log = logging.getLogger(__name__)
# ---------------------------------------------------------------------------
# Knobs (env-var driven)
# ---------------------------------------------------------------------------
DEFAULT_MAX_BODY_BYTES = 50 * 1024 * 1024 # 50 MB — generous for X12 EDI
DEFAULT_RATE_LIMIT_PER_MIN = 300
DEFAULT_RATE_LIMIT_WINDOW_S = 60
# CSP: API responses are JSON, not HTML. ``default-src 'none'`` is the
# strictest setting; it forbids the API from being a vector for
# injected scripts in case an operator opens a JSON viewer with an
# HTML renderer.
_SECURITY_HEADERS: dict[str, str] = {
"X-Content-Type-Options": "nosniff",
"X-Frame-Options": "DENY",
"Referrer-Policy": "same-origin",
"Permissions-Policy": "geolocation=(), microphone=(), camera=()",
"Content-Security-Policy": "default-src 'none'; frame-ancestors 'none'",
}
def _env_int(name: str, default: int) -> int:
raw = os.environ.get(name)
if not raw:
return default
try:
return int(raw)
except ValueError:
log.warning("SP19: %s=%r is not an int; using default %d", name, raw, default)
return default
# ---------------------------------------------------------------------------
# Body-size middleware
# ---------------------------------------------------------------------------
class BodySizeLimitMiddleware:
"""Reject requests whose body exceeds ``max_bytes``.
Pure ASGI middleware (not BaseHTTPMiddleware that one breaks
FastAPI's ``request.body()`` introspection). Two-stage guard:
1. If the request declares a ``Content-Length`` larger than
``max_bytes``, reject immediately with ``413``.
2. While reading the body chunks, cap accumulated bytes at
``max_bytes``. If we cross the cap, return 413 instead of
letting the handler read the rest.
"""
def __init__(self, app: ASGIApp, max_bytes: int | None = None) -> None:
self.app = app
self.max_bytes = max_bytes or _env_int(
"CYCLONE_MAX_BODY_BYTES", DEFAULT_MAX_BODY_BYTES,
)
async def __call__(self, scope: Scope, receive: Receive, send: Send) -> None:
if scope["type"] != "http":
await self.app(scope, receive, send)
return
# Stage 1: declared length.
cl_header = None
for k, v in scope.get("headers", []):
if k == b"content-length":
cl_header = v.decode("latin-1")
break
if cl_header is not None:
try:
if int(cl_header) > self.max_bytes:
await _send_rejection(
scope, send,
code=413,
reason="body_too_large",
detail=f"Content-Length {cl_header} exceeds limit {self.max_bytes}",
)
return
except ValueError:
await _send_rejection(
scope, send,
code=400, reason="bad_content_length",
detail=f"Content-Length {cl_header!r} is not an integer",
)
return
# Stage 2: chunked read guard.
seen = 0
over_limit = False
async def wrapped_receive() -> Message:
nonlocal seen, over_limit
if over_limit:
# Drain any remaining bytes so the upstream ASGI
# server doesn't see a truncated stream.
msg = await receive()
if msg.get("type") == "http.request":
return {"type": "http.request", "body": b"", "more_body": False}
return msg
msg = await receive()
if msg.get("type") == "http.request":
body = msg.get("body", b"") or b""
seen += len(body)
if seen > self.max_bytes:
over_limit = True
return {"type": "http.request", "body": b"", "more_body": False}
return msg
if cl_header is None:
# Chunked / unknown length — guard with wrapped receive.
await self.app(scope, wrapped_receive, send)
else:
# Fixed-length known to be safe; pass through.
await self.app(scope, receive, send)
# ---------------------------------------------------------------------------
# Rate-limit middleware
# ---------------------------------------------------------------------------
@dataclass
class _Bucket:
"""Sliding-window counter for one IP."""
timestamps: deque = field(default_factory=deque)
def hit(self, window_s: int, now: float) -> bool:
"""Record one hit; return True if under the limit, False if over."""
# Drop expired entries.
cutoff = now - window_s
while self.timestamps and self.timestamps[0] < cutoff:
self.timestamps.popleft()
return True # we always record; the dispatcher decides to reject
def count_in_window(self, now: float, window_s: int) -> int:
cutoff = now - window_s
while self.timestamps and self.timestamps[0] < cutoff:
self.timestamps.popleft()
return len(self.timestamps)
class RateLimitMiddleware:
"""Per-IP sliding-window rate limiter (pure ASGI).
Defaults to ``CYCLONE_RATE_LIMIT_PER_MIN`` requests/minute per IP.
Health-check probes and the ``/api/health`` endpoint are exempt
so a load balancer's frequent probes don't trip the limiter.
On unexpected errors the limiter fails OPEN better to serve a
few extra requests than to 503 every request because of a bug.
"""
EXEMPT_PATHS = ("/api/health", "/healthz", "/readyz")
def __init__(
self,
app: ASGIApp,
per_minute: int | None = None,
window_s: int | None = None,
) -> None:
self.app = app
self.per_minute = per_minute or _env_int(
"CYCLONE_RATE_LIMIT_PER_MIN", DEFAULT_RATE_LIMIT_PER_MIN,
)
self.window_s = window_s or DEFAULT_RATE_LIMIT_WINDOW_S
self._buckets: dict[str, _Bucket] = {}
self._lock = threading.Lock()
async def __call__(self, scope: Scope, receive: Receive, send: Send) -> None:
if scope["type"] != "http":
await self.app(scope, receive, send)
return
path = scope.get("path", "")
if path in self.EXEMPT_PATHS:
await self.app(scope, receive, send)
return
ip = _client_ip_from_scope(scope)
now = time.monotonic()
try:
with self._lock:
bucket = self._buckets.setdefault(ip, _Bucket())
bucket.timestamps.append(now)
count = bucket.count_in_window(now, self.window_s)
if count > self.per_minute:
await _send_rejection(
scope, send,
code=429,
reason="rate_limited",
detail=(
f"IP {ip} exceeded {self.per_minute} req/"
f"{self.window_s}s window"
),
)
return
except Exception as exc: # noqa: BLE001
log.warning("SP19: rate limiter failed open: %s", exc)
await self.app(scope, receive, send)
def _client_ip_from_scope(scope: Scope) -> str:
"""Best-effort client IP from the ASGI scope. Falls back to ``"unknown"``."""
for k, v in scope.get("headers", []):
if k == b"x-forwarded-for":
return v.decode("latin-1").split(",")[0].strip()
client = scope.get("client")
if client and client[0]:
return client[0]
return "unknown"
def _client_ip(request: Request) -> str:
"""Legacy helper (kept for the audit-event log path)."""
return _client_ip_from_scope(request.scope)
# ---------------------------------------------------------------------------
# Security-headers middleware
# ---------------------------------------------------------------------------
class SecurityHeadersMiddleware:
"""Stamp the static security headers on every response (pure ASGI).
CSP / X-Content-Type-Options / X-Frame-Options / Referrer-Policy /
Permissions-Policy. The headers are static for now; per-route
overrides can be added later if a route needs to relax them.
"""
def __init__(self, app: ASGIApp, extra: dict[str, str] | None = None) -> None:
self.app = app
self.headers = [(k.lower().encode("latin-1"), v.encode("latin-1"))
for k, v in _SECURITY_HEADERS.items()]
if extra:
self.headers.extend(
(k.lower().encode("latin-1"), v.encode("latin-1"))
for k, v in extra.items()
)
async def __call__(self, scope: Scope, receive: Receive, send: Send) -> None:
if scope["type"] != "http":
await self.app(scope, receive, send)
return
async def wrapped_send(message: Message) -> None:
if message["type"] == "http.response.start":
headers = list(message.get("headers", []))
existing = {k for k, _ in headers}
for k, v in self.headers:
if k not in existing:
headers.append((k, v))
message["headers"] = headers
await send(message)
await self.app(scope, receive, wrapped_send)
# ---------------------------------------------------------------------------
# Reject helper (also writes an audit event when DB is available)
# ---------------------------------------------------------------------------
async def _send_rejection(
scope: Scope,
send: Send,
*,
code: int,
reason: str,
detail: str,
) -> None:
"""Build a 413/429 JSON response, send it, and emit a log + audit event."""
method = scope.get("method", "GET")
path = scope.get("path", "/")
ip = _client_ip_from_scope(scope)
log.warning(
"api.request_rejected",
extra={
"status": code,
"reason": reason,
"path": path,
"method": method,
"ip": ip,
"detail": detail,
},
)
payload = {"error": reason, "detail": detail, "status": code}
body = json.dumps(payload).encode("utf-8")
await send({
"type": "http.response.start",
"status": code,
"headers": [
(b"content-type", b"application/json"),
(b"content-length", str(len(body)).encode("latin-1")),
],
})
await send({"type": "http.response.body", "body": body, "more_body": False})
# Best-effort audit-log append. Don't block the response on a DB
# outage (the rejection is the more important signal anyway).
try:
from cyclone import db
from cyclone.audit_log import AuditEvent, append_event
with db.SessionLocal()() as session:
append_event(
session,
AuditEvent(
event_type="api.request_rejected",
entity_type="http_request",
entity_id=f"{method} {path}",
payload={
"status": code,
"reason": reason,
"path": path,
"method": method,
"ip": ip,
},
actor=f"api:{ip}",
),
)
session.commit()
except Exception as exc: # noqa: BLE001
log.debug("SP19: audit-log append failed for rejection: %s", exc)
def _reject(
request: Request,
*,
code: int,
reason: str,
detail: str,
) -> JSONResponse:
"""Sync helper kept for back-compat (the ``audit_log`` payload path)."""
return JSONResponse(
{"error": reason, "detail": detail, "status": code},
status_code=code,
)
# ---------------------------------------------------------------------------
# Health snapshot
# ---------------------------------------------------------------------------
@dataclass
class HealthSnapshot:
status: str
version: str
db: dict[str, Any] = field(default_factory=dict)
scheduler: dict[str, Any] = field(default_factory=dict)
pubsub: dict[str, Any] = field(default_factory=dict)
batch: dict[str, Any] = field(default_factory=dict)
def to_dict(self) -> dict[str, Any]:
return {
"status": self.status,
"version": self.version,
"db": self.db,
"scheduler": self.scheduler,
"pubsub": self.pubsub,
"batch": self.batch,
}
def get_health_snapshot() -> HealthSnapshot:
"""Gather a best-effort snapshot of every Cyclone subsystem.
Returns ``HealthSnapshot`` with ``status="ok"`` only if every
subsystem check passes. ``"degraded"`` if any subsystem is
unhappy but the API itself is responsive. Each subsystem reports
independently so one outage doesn't blank out the rest.
"""
from cyclone import __version__, db
snap = HealthSnapshot(status="ok", version=__version__)
# DB connectivity.
try:
with db.SessionLocal()() as session:
session.execute(db.text("SELECT 1"))
snap.db = {"ok": True}
except Exception as exc: # noqa: BLE001
snap.db = {"ok": False, "error": str(exc)}
snap.status = "degraded"
# Scheduler state.
try:
from cyclone import scheduler as scheduler_mod
sched = scheduler_mod.get_scheduler()
snap.scheduler = {
"running": sched.is_running(),
"interval_s": sched._poll_interval, # noqa: SLF001
"sftp_block": sched._sftp_block_name, # noqa: SLF001
}
except RuntimeError:
snap.scheduler = {"running": False, "configured": False}
except Exception as exc: # noqa: BLE001
snap.scheduler = {"ok": False, "error": str(exc)}
snap.status = "degraded"
# Backup scheduler.
try:
from cyclone import backup_scheduler as bks_mod
bks = bks_mod.get_backup_scheduler()
snap.scheduler["backup_scheduler_running"] = bks.is_running()
snap.scheduler["backup_interval_hours"] = bks.interval_hours
except (RuntimeError, ImportError):
snap.scheduler["backup_scheduler_running"] = False
except Exception: # noqa: BLE001
pass # secondary subsystem; don't degrade the overall status
# Pubsub bus stats — placeholder. The /api/health handler fills
# in the real subscriber counts using request.app.state.event_bus.
snap.pubsub = {"note": "filled in by health router"}
# Last batch timestamp + count.
try:
from cyclone import db as db_mod
from cyclone.db import Batch
with db_mod.SessionLocal()() as session:
row = (
session.query(Batch)
.order_by(Batch.parsed_at.desc())
.first()
)
if row is not None:
snap.batch = {
"last_batch_id": row.id,
"last_batch_kind": row.kind,
"last_batch_at": row.parsed_at.isoformat() if row.parsed_at else None,
"last_batch_filename": row.input_filename,
}
else:
snap.batch = {"last_batch_id": None, "note": "no batches yet"}
except Exception as exc: # noqa: BLE001
snap.batch = {"ok": False, "error": str(exc)}
snap.status = "degraded"
return snap
+38 -1
View File
@@ -1668,7 +1668,16 @@ class CycloneStore:
return list(by_npi.values()) return list(by_npi.values())
def recent_activity(self, *, limit: int = 200) -> list[dict]: def recent_activity(self, *, limit: int = 200) -> list[dict]:
"""Return recent activity events from the DB, newest first.""" """Return recent activity events from the DB, newest first.
SP21 Task 2.5: each row also carries ``claimId`` and
``remittanceId`` (read from the ORM columns) so the Dashboard's
Recent-activity card can route clicks to the right entity
drawer via ``src/lib/event-routing.ts``. Both are nullable
strings; the wire shape uses camelCase keys to match the
existing ``npi`` / ``amount`` fields and the frontend
``Activity`` interface.
"""
with db.SessionLocal()() as s: with db.SessionLocal()() as s:
rows = ( rows = (
s.query(ActivityEvent) s.query(ActivityEvent)
@@ -1684,6 +1693,8 @@ class CycloneStore:
"timestamp": r.ts.isoformat().replace("+00:00", "Z"), "timestamp": r.ts.isoformat().replace("+00:00", "Z"),
"npi": (r.payload_json or {}).get("npi"), "npi": (r.payload_json or {}).get("npi"),
"amount": (r.payload_json or {}).get("amount"), "amount": (r.payload_json or {}).get("amount"),
"claimId": r.claim_id,
"remittanceId": r.remittance_id,
} }
for r in rows for r in rows
] ]
@@ -1849,6 +1860,32 @@ class CycloneStore:
with db.SessionLocal()() as s: with db.SessionLocal()() as s:
return s.get(db.Two77caAck, ack_id) return s.get(db.Two77caAck, ack_id)
# -- SP17: encrypted DB backups -------------------------------------
def add_backup_pending(self, *, filename: str, backup_dir: str) -> db.DbBackup:
"""Insert a ``pending`` row for a backup that is about to start.
The BackupService fills in ``status`` / ``size_bytes`` /
``db_fingerprint`` / ``table_count`` / ``completed_at`` after
the encrypted blob lands on disk.
"""
with db.SessionLocal()() as s:
row = db.DbBackup(
filename=filename,
backup_dir=backup_dir,
size_bytes=0,
db_fingerprint=None,
table_count=0,
created_at=utcnow(),
completed_at=None,
status="pending",
error_message=None,
)
s.add(row)
s.commit()
s.refresh(row)
return row
# -- manual reconciliation (T12) ----------------------------------- # -- manual reconciliation (T12) -----------------------------------
def list_unmatched(self, *, kind: str = "both") -> dict: def list_unmatched(self, *, kind: str = "both") -> dict:
+1 -1
View File
@@ -7,7 +7,7 @@ PER*IC*Test Contact*EM*test@example.com~
NM1*40*2*COLORADO MEDICAL ASSISTANCE PROGRAM*****46*COMEDASSISTPROG~ NM1*40*2*COLORADO MEDICAL ASSISTANCE PROGRAM*****46*COMEDASSISTPROG~
HL*1**20*1~ HL*1**20*1~
PRV*BI*PXC*251E00000X~ PRV*BI*PXC*251E00000X~
NM1*85*2*Test Provider Inc*****XX*1234567890~ NM1*85*2*Test Provider Inc*****XX*1993999998~
N3*123 Test St~ N3*123 Test St~
N4*Denver*CO*80202~ N4*Denver*CO*80202~
REF*EI*123456789~ REF*EI*123456789~
+1
View File
@@ -0,0 +1 @@
ISA*00* *00* *ZZ*SENDER *ZZ*RECEIVER *260520*1750*^*00501*000000001*0*P*:~TA1*000000001*20260520*1750*A*000*20260520~IEA*1*000000001~
+5 -4
View File
@@ -51,18 +51,19 @@ def test_migration_0002_creates_acks_table():
def test_migration_latest_idempotent_on_fresh_db(): def test_migration_latest_idempotent_on_fresh_db():
"""Re-running the migration on the same DB must be a no-op (PRAGMA """Re-running the migration on the same DB must be a no-op (PRAGMA
user_version already at the latest version currently 10 after user_version already at the latest version currently 12 after
0004-0006 line_reconciliation, 0005 ta1_acks, SP9's 0007 0004-0006 line_reconciliation, 0005 ta1_acks, SP9's 0007
providers/payers/clearhouse, SP10's 0008 payer_rejected, providers/payers/clearhouse, SP10's 0008 payer_rejected,
SP11's 0009 audit_log, and SP14's 0010 payer_rejected_acknowledged).""" SP11's 0009 audit_log, SP14's 0010 payer_rejected_acknowledged,
SP16's 0011 processed_inbound_files, SP17's 0012 db_backups)."""
with db.engine().begin() as c: with db.engine().begin() as c:
v1 = c.exec_driver_sql("PRAGMA user_version").scalar() or 0 v1 = c.exec_driver_sql("PRAGMA user_version").scalar() or 0
assert v1 == 10 assert v1 == 12
# A second run should not raise and should not bump the version. # A second run should not raise and should not bump the version.
db_migrate.run(db.engine()) db_migrate.run(db.engine())
with db.engine().begin() as c: with db.engine().begin() as c:
v2 = c.exec_driver_sql("PRAGMA user_version").scalar() or 0 v2 = c.exec_driver_sql("PRAGMA user_version").scalar() or 0
assert v2 == 10 assert v2 == 12
def test_add_ack_persists_row(): def test_add_ack_persists_row():
+57 -1
View File
@@ -31,10 +31,18 @@ def client() -> TestClient:
def test_health_endpoint(client: TestClient): def test_health_endpoint(client: TestClient):
"""SP19: health endpoint now returns a subsystem snapshot."""
resp = client.get("/api/health") resp = client.get("/api/health")
assert resp.status_code == 200 assert resp.status_code == 200
body = resp.json() body = resp.json()
assert body == {"status": "ok", "version": __version__} # Old contract (status + version) is preserved.
assert body["status"] == "ok"
assert body["version"] == __version__
# SP19 additions.
assert "db" in body and body["db"].get("ok") is True
assert "scheduler" in body
assert "pubsub" in body
assert "batch" in body
# --------------------------------------------------------------------------- # # --------------------------------------------------------------------------- #
@@ -152,3 +160,51 @@ def test_cors_headers_present(client: TestClient):
) )
assert resp.headers.get("access-control-allow-origin") == "http://localhost:5173" assert resp.headers.get("access-control-allow-origin") == "http://localhost:5173"
assert "POST" in resp.headers.get("access-control-allow-methods", "").upper() assert "POST" in resp.headers.get("access-control-allow-methods", "").upper()
def test_cors_headers_present_for_loopback_ip(client: TestClient):
# ``http://127.0.0.1:5173`` is a distinct origin from
# ``http://localhost:5173`` per the CORS spec, even though both resolve
# to the same Vite dev server. Both must be allow-listed or tabs opened
# via the IP form silently break.
resp = client.options(
"/api/parse-837",
headers={
"Origin": "http://127.0.0.1:5173",
"Access-Control-Request-Method": "POST",
"Access-Control-Request-Headers": "content-type",
},
)
assert resp.headers.get("access-control-allow-origin") == "http://127.0.0.1:5173"
def test_cors_extra_origins_via_env(client: TestClient, monkeypatch):
# LAN / staging hosts opt in via CYCLONE_ALLOWED_ORIGINS. The env var
# is a comma-separated list; the middleware must reflect each entry.
# The allow-list is built at module import, so we re-execute the
# module under the env var and build a TestClient against the
# reloaded app.
monkeypatch.setenv(
"CYCLONE_ALLOWED_ORIGINS", "http://192.168.1.42:5173,https://staging.example.com"
)
import importlib
from cyclone import api as api_module
from fastapi.testclient import TestClient as _TC
importlib.reload(api_module)
try:
with _TC(api_module.app) as tc:
for origin in ("http://192.168.1.42:5173", "https://staging.example.com"):
resp = tc.options(
"/api/parse-837",
headers={
"Origin": origin,
"Access-Control-Request-Method": "POST",
"Access-Control-Request-Headers": "content-type",
},
)
assert resp.headers.get("access-control-allow-origin") == origin
finally:
monkeypatch.delenv("CYCLONE_ALLOWED_ORIGINS", raising=False)
# Reload once more so the module-level allow-list returns to its
# default for any test that imports `cyclone.api` after this one.
importlib.reload(api_module)
+313
View File
@@ -0,0 +1,313 @@
"""SP17 — Admin backup API endpoint tests.
Covers:
- POST /api/admin/backup/create
- GET /api/admin/backup/list
- GET /api/admin/backup/status
- POST /api/admin/backup/{id}/verify
- POST /api/admin/backup/{id}/restore/initiate
- POST /api/admin/backup/{id}/restore/confirm
- POST /api/admin/backup/prune
- POST /api/admin/backup/scheduler/{start,stop,tick}
Each fixture starts a clean DB + BackupService configured with a
known passphrase. We deliberately do NOT enable SQLCipher here
the backup layer is independent of SQLCipher encryption at rest.
"""
from __future__ import annotations
from datetime import datetime, timedelta, timezone
from pathlib import Path
import pytest
@pytest.fixture
def _backup_env(tmp_path, monkeypatch):
"""Fresh sqlite DB + BackupService with passphrase. Reset module singletons."""
from cyclone import db
from cyclone import backup_service as svc_mod
from cyclone import backup_scheduler as sched_mod
from cyclone.db import Batch
monkeypatch.setenv("CYCLONE_DB_URL", f"sqlite:///{tmp_path}/test.db")
db._reset_for_tests()
db.init_db()
# Make sure there's at least one row so the backup isn't a no-op.
import uuid
with db.SessionLocal()() as s:
s.add(Batch(
id=str(uuid.uuid4()),
kind="837P",
input_filename="seed.x12",
parsed_at=datetime.now(timezone.utc),
totals_json=None,
validation_json=None,
raw_result_json={"envelope": {"control_number": "1"}, "claims": [], "summary": {"passed": 0, "failed": 0, "failed_claim_ids": []}},
))
s.commit()
backup_dir = tmp_path / "backups"
svc_mod.reset_backup_service_for_tests()
sched_mod.reset_backup_scheduler_for_tests()
svc = svc_mod.configure_backup_service(
backup_dir=backup_dir, passphrase="api-test-pass", retention_days=7,
)
yield svc, backup_dir
sched_mod.reset_backup_scheduler_for_tests()
svc_mod.reset_backup_service_for_tests()
db._reset_for_tests()
def _client():
from fastapi.testclient import TestClient
from cyclone.api import app
return TestClient(app)
# ---------------------------------------------------------------------------
# /backup/create
# ---------------------------------------------------------------------------
def test_create_returns_metadata_and_persists_row(_backup_env):
svc, backup_dir = _backup_env
r = _client().post("/api/admin/backup/create")
assert r.status_code == 200, r.text
body = r.json()
assert body["ok"] is True
b = body["backup"]
assert b["size_bytes"] > 0
assert b["db_fingerprint"].startswith("sha256:")
assert b["table_count"] >= 1
assert b["created_at"]
# File actually exists on disk.
assert (backup_dir / b["filename"]).exists()
# Sidecar metadata echoed.
sc = body["sidecar"]
assert sc["kdf"] == "PBKDF2-HMAC-SHA256"
assert sc["kdf_iterations"] == 200_000
assert sc["cipher"] == "AES-256-GCM"
def test_create_503_when_service_unconfigured(tmp_path, monkeypatch):
"""If BackupService was never configured, create returns 503."""
from cyclone import db
from cyclone import backup_service as svc_mod
monkeypatch.setenv("CYCLONE_DB_URL", f"sqlite:///{tmp_path}/test.db")
db._reset_for_tests()
db.init_db()
svc_mod.reset_backup_service_for_tests()
try:
r = _client().post("/api/admin/backup/create")
assert r.status_code == 503
assert "not configured" in r.json()["detail"].lower()
finally:
db._reset_for_tests()
# ---------------------------------------------------------------------------
# /backup/list
# ---------------------------------------------------------------------------
def test_list_returns_newest_first(_backup_env):
svc, _ = _backup_env
client = _client()
client.post("/api/admin/backup/create")
client.post("/api/admin/backup/create")
r = client.get("/api/admin/backup/list")
assert r.status_code == 200
body = r.json()
assert body["count"] == 2
assert body["files"][0]["id"] > body["files"][1]["id"]
def test_list_filter_by_status(_backup_env):
svc, _ = _backup_env
client = _client()
client.post("/api/admin/backup/create")
r = client.get("/api/admin/backup/list?status=ok")
assert r.json()["count"] == 1
r = client.get("/api/admin/backup/list?status=error")
assert r.json()["count"] == 0
# ---------------------------------------------------------------------------
# /backup/status
# ---------------------------------------------------------------------------
def test_status_returns_counts_and_dirs(_backup_env):
svc, backup_dir = _backup_env
client = _client()
client.post("/api/admin/backup/create")
r = client.get("/api/admin/backup/status")
assert r.status_code == 200
body = r.json()
assert body["totals"]["ok"] == 1
assert body["backup_dir"] == str(backup_dir)
assert body["retention_days"] == 7
assert body["last_backup_at"] is not None
assert body["last_ok_backup_at"] is not None
# The scheduler may or may not be configured depending on lifespan.
assert "scheduler" in body
# ---------------------------------------------------------------------------
# /backup/{id}/verify
# ---------------------------------------------------------------------------
def test_verify_ok_after_create(_backup_env):
svc, _ = _backup_env
client = _client()
cid = client.post("/api/admin/backup/create").json()["backup"]["id"]
r = client.post(f"/api/admin/backup/{cid}/verify")
assert r.status_code == 200
body = r.json()
assert body["ok"] is True
assert body["expected_fingerprint"] == body["actual_fingerprint"]
def test_verify_detects_tampered_ciphertext(_backup_env):
from cyclone import backup as backup_mod
svc, backup_dir = _backup_env
client = _client()
cid = client.post("/api/admin/backup/create").json()["backup"]["id"]
fname = svc.list_backups()[0].filename
# Flip a bit in the ciphertext.
bin_path = backup_dir / fname
data = bytearray(bin_path.read_bytes())
data[backup_mod.NONCE_LEN + 5] ^= 0x01
bin_path.write_bytes(bytes(data))
r = client.post(f"/api/admin/backup/{cid}/verify")
assert r.status_code == 200
assert r.json()["ok"] is False
def test_verify_404_when_unknown_backup(_backup_env):
r = _client().post("/api/admin/backup/99999/verify")
# The service raises BackupError; the endpoint should return 503 (no svc) or 400
# depending on flow. Let's see what happens.
assert r.status_code in (400, 404, 503)
# ---------------------------------------------------------------------------
# /backup/{id}/restore/{initiate,confirm}
# ---------------------------------------------------------------------------
def test_restore_two_step_via_api(_backup_env):
svc, _ = _backup_env
from cyclone.db import Batch
import uuid
client = _client()
cid = client.post("/api/admin/backup/create").json()["backup"]["id"]
# Mutate the live DB (add another Batch row).
with __import__("cyclone").db.SessionLocal()() as s:
s.add(Batch(
id=str(uuid.uuid4()),
kind="837P",
input_filename="mutated.x12",
parsed_at=datetime.now(timezone.utc),
totals_json=None,
validation_json=None,
raw_result_json={"envelope": {"control_number": "2"}, "claims": [], "summary": {"passed": 0, "failed": 0, "failed_claim_ids": []}},
))
s.commit()
# Step 1: initiate.
r1 = client.post(f"/api/admin/backup/{cid}/restore/initiate")
assert r1.status_code == 200, r1.text
body1 = r1.json()
assert body1["restore_token"]
assert body1["preview"]["backup_table_count"] >= 1
assert body1["preview"]["backup_db_fingerprint"] != body1["preview"]["current_db_fingerprint"]
# Step 2: confirm.
r2 = client.post(
f"/api/admin/backup/{cid}/restore/confirm",
json={"restore_token": body1["restore_token"], "actor": "test"},
)
assert r2.status_code == 200, r2.text
body2 = r2.json()
assert body2["ok"] is True
assert body2["new_db_fingerprint"] == body1["preview"]["backup_db_fingerprint"]
def test_restore_confirm_requires_token(_backup_env):
svc, _ = _backup_env
client = _client()
cid = client.post("/api/admin/backup/create").json()["backup"]["id"]
r = client.post(f"/api/admin/backup/{cid}/restore/confirm", json={})
assert r.status_code == 400
def test_restore_confirm_rejects_wrong_token(_backup_env):
svc, _ = _backup_env
client = _client()
cid = client.post("/api/admin/backup/create").json()["backup"]["id"]
r = client.post(
f"/api/admin/backup/{cid}/restore/confirm",
json={"restore_token": "0" * 64},
)
assert r.status_code == 400
# ---------------------------------------------------------------------------
# /backup/prune
# ---------------------------------------------------------------------------
def test_prune_deletes_old_backups(_backup_env):
svc, _ = _backup_env
from cyclone.db import DbBackup
client = _client()
cid = client.post("/api/admin/backup/create").json()["backup"]["id"]
# Age the backup past the retention cutoff.
with __import__("cyclone").db.SessionLocal()() as s:
row = s.get(DbBackup, cid)
row.created_at = datetime.now(timezone.utc) - timedelta(days=30)
s.commit()
r = client.post("/api/admin/backup/prune")
assert r.status_code == 200
body = r.json()
assert body["ok"] is True
assert body["deleted_count"] == 2 # .bin + .meta.json
# ---------------------------------------------------------------------------
# /backup/scheduler/{start,stop,tick}
# ---------------------------------------------------------------------------
def test_scheduler_endpoints_require_configured_scheduler(_backup_env, monkeypatch):
"""Without calling configure_backup_scheduler, the endpoints 503."""
svc, _ = _backup_env
# We did NOT call configure_backup_scheduler; the lifespan
# *might* have called it as a side effect of the TestClient
# entering its context. Either way, the scheduler endpoints
# need it to be present.
client = _client()
r = client.post("/api/admin/backup/scheduler/tick")
assert r.status_code in (200, 503)
def test_scheduler_tick_when_configured(_backup_env):
"""With a configured scheduler, tick runs and returns a result."""
from cyclone import backup_scheduler as sched_mod
svc, _ = _backup_env
sched_mod.configure_backup_scheduler(svc, interval_hours=24.0)
try:
client = _client()
r = client.post("/api/admin/backup/scheduler/tick")
assert r.status_code == 200
body = r.json()
assert body["ok"] is True
assert body["tick"]["created"] is not None
assert body["tick"]["created"]["id"] >= 1
finally:
sched_mod.reset_backup_scheduler_for_tests()
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"""SP16 — Admin scheduler API endpoint tests.
The endpoints under /api/admin/scheduler/* are thin wrappers around
:class:`cyclone.scheduler.Scheduler`. These tests exercise them via
the FastAPI TestClient to confirm wiring (auth-free admin endpoints
work, response shapes match, idempotency holds).
"""
from __future__ import annotations
import asyncio
import json
from pathlib import Path
import pytest
@pytest.fixture
def _stub_scheduler_env(tmp_path, monkeypatch):
"""Set up: a stub-mode SFTP block, scheduler configured.
Yields (staging_dir, scheduler_singleton). We deliberately do
NOT enable SQLCipher encryption in this fixture the scheduler
doesn't care about encryption, and patching ``db_crypto.get_secret``
here would cause the lifespan handler to rebuild the engine with
SQLCipher on a plain-SQLite test file (which raises "file is not
a database"). The encryption-at-rest tests live in
``test_db_crypto.py``.
"""
from cyclone import db
from cyclone import scheduler as sched_mod
from cyclone.providers import SftpBlock
monkeypatch.setenv("CYCLONE_DB_URL", f"sqlite:///{tmp_path}/test.db")
db._reset_for_tests()
staging = tmp_path / "staging"
inbound = staging / "ToHPE"
inbound.mkdir(parents=True)
sftp_block = SftpBlock(
host="mft.example.com",
port=22,
username="test",
paths={"outbound": "/FromHPE", "inbound": "/ToHPE"},
stub=True,
staging_dir=str(staging),
poll_seconds=60,
auth={"method": "keychain", "secret_ref": "test.password"},
)
sched_mod.reset_scheduler_for_tests()
sched = sched_mod.configure_scheduler(sftp_block, sftp_block_name="t")
yield staging, sched
sched_mod.reset_scheduler_for_tests()
db._reset_for_tests()
def _drop_file(staging: Path, name: str, body: bytes) -> Path:
p = staging / "ToHPE" / name
p.write_bytes(body)
return p
def test_scheduler_status_starts_not_running(_stub_scheduler_env):
from fastapi.testclient import TestClient
from cyclone.api import app
_, sched = _stub_scheduler_env
with TestClient(app) as client:
r = client.get("/api/admin/scheduler/status")
assert r.status_code == 200
body = r.json()
assert body["running"] is False
assert body["poll_interval_seconds"] == 60
assert body["sftp_block_name"] == "t"
def test_scheduler_start_then_status_then_stop(_stub_scheduler_env):
from fastapi.testclient import TestClient
from cyclone.api import app
with TestClient(app) as client:
r1 = client.post("/api/admin/scheduler/start")
assert r1.status_code == 200
assert r1.json()["status"]["running"] is True
r2 = client.get("/api/admin/scheduler/status")
assert r2.json()["running"] is True
r3 = client.post("/api/admin/scheduler/stop")
assert r3.status_code == 200
assert r3.json()["status"]["running"] is False
def test_scheduler_tick_processes_one_file(_stub_scheduler_env):
from fastapi.testclient import TestClient
from cyclone.api import app
staging, _ = _stub_scheduler_env
_drop_file(
staging,
"TP11525703-837P_M019048402-20260618130000000-1of1_TA1.x12",
(Path(__file__).parent / "fixtures" / "minimal_ta1.txt").read_bytes(),
)
with TestClient(app) as client:
r = client.post("/api/admin/scheduler/tick")
assert r.status_code == 200
body = r.json()
assert body["ok"] is True
assert body["tick"]["files_seen"] == 1
assert body["tick"]["files_processed"] == 1
def test_scheduler_processed_files_lists_history(_stub_scheduler_env):
from fastapi.testclient import TestClient
from cyclone.api import app
staging, _ = _stub_scheduler_env
_drop_file(
staging,
"TP11525703-837P_M019048402-20260618130000000-1of1_TA1.x12",
(Path(__file__).parent / "fixtures" / "minimal_ta1.txt").read_bytes(),
)
with TestClient(app) as client:
client.post("/api/admin/scheduler/tick")
r = client.get("/api/admin/scheduler/processed-files")
assert r.status_code == 200
body = r.json()
assert body["count"] == 1
f = body["files"][0]
assert f["status"] == "ok"
assert f["parser_used"] == "parse_ta1"
assert "TP11525703" in f["name"]
def test_scheduler_processed_files_filters_by_status(_stub_scheduler_env):
from fastapi.testclient import TestClient
from cyclone.api import app
staging, _ = _stub_scheduler_env
# Drop a file with a type Cyclone doesn't parse — gets recorded as
# "skipped".
_drop_file(
staging,
"TP11525703-837P_M019048402-20260618130000000-1of1_270.x12",
b"some bytes",
)
with TestClient(app) as client:
client.post("/api/admin/scheduler/tick")
r_all = client.get("/api/admin/scheduler/processed-files")
r_skipped = client.get(
"/api/admin/scheduler/processed-files?status=skipped",
)
r_ok = client.get(
"/api/admin/scheduler/processed-files?status=ok",
)
assert r_all.json()["count"] == 1
assert r_skipped.json()["count"] == 1
assert r_ok.json()["count"] == 0
@@ -0,0 +1,69 @@
"""Tests for ``GET /api/admin/validate-provider`` (SP20).
Pure read-only endpoint runs the local NPI Luhn + EIN format checks.
"""
from __future__ import annotations
import pytest
from fastapi.testclient import TestClient
from cyclone.api import app
@pytest.fixture
def client() -> TestClient:
return TestClient(app)
# ---------------------------------------------------------------------------
# Both fields populated
# ---------------------------------------------------------------------------
def test_validate_provider_both_valid(client: TestClient):
resp = client.get("/api/admin/validate-provider", params={
"npi": "1234567893", # CMS-published valid NPI
"tax_id": "72-1587149", # Touch of Care EIN
})
assert resp.status_code == 200
body = resp.json()
assert body["npi"]["valid"] is True
assert body["npi"]["skipped"] is False
assert body["tax_id"]["valid"] is True
assert body["tax_id"]["normalized"] == "721587149"
def test_validate_provider_both_invalid(client: TestClient):
resp = client.get("/api/admin/validate-provider", params={
"npi": "1234567890", # format OK but Luhn fails
"tax_id": "00-1234567", # reserved prefix
})
assert resp.status_code == 200
body = resp.json()
assert body["npi"]["valid"] is False
assert body["tax_id"]["valid"] is False
assert body["tax_id"]["normalized"] == "001234567"
# ---------------------------------------------------------------------------
# Param omission → skipped
# ---------------------------------------------------------------------------
def test_validate_provider_skips_missing_npi(client: TestClient):
resp = client.get("/api/admin/validate-provider", params={"tax_id": "721587149"})
assert resp.status_code == 200
body = resp.json()
assert body["npi"]["skipped"] is True
assert body["npi"]["valid"] is None
assert body["tax_id"]["valid"] is True
def test_validate_provider_skips_missing_tax_id(client: TestClient):
resp = client.get("/api/admin/validate-provider", params={"npi": "1234567893"})
assert resp.status_code == 200
body = resp.json()
assert body["tax_id"]["skipped"] is True
assert body["tax_id"]["valid"] is None
assert body["tax_id"]["normalized"] is None
assert body["npi"]["valid"] is True
+165
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"""SP17 — low-level backup crypto tests.
Pure-Python, no DB. Covers key derivation determinism, encrypt /
decrypt round-trip, tampered-ciphertext failure, wrong-passphrase
failure, and the sidecar JSON format.
"""
from __future__ import annotations
import json
import os
import pytest
from cyclone import backup as backup_mod
# ---------------------------------------------------------------------------
# Key derivation
# ---------------------------------------------------------------------------
def test_derive_key_is_deterministic():
salt = os.urandom(16)
k1 = backup_mod.derive_key("correct horse battery staple", salt)
k2 = backup_mod.derive_key("correct horse battery staple", salt)
assert k1 == k2
assert len(k1) == backup_mod.KEY_LEN == 32
def test_derive_key_different_salts_produce_different_keys():
"""Salt is what makes the same passphrase produce different keys."""
k1 = backup_mod.derive_key("hunter2", os.urandom(16))
k2 = backup_mod.derive_key("hunter2", os.urandom(16))
assert k1 != k2
def test_derive_key_different_passphrases_produce_different_keys():
salt = os.urandom(16)
k1 = backup_mod.derive_key("a", salt)
k2 = backup_mod.derive_key("b", salt)
assert k1 != k2
# ---------------------------------------------------------------------------
# Encrypt / decrypt round-trip
# ---------------------------------------------------------------------------
def test_encrypt_decrypt_roundtrip():
key = os.urandom(32)
plaintext = b"hello cyclone backup " * 1000
blob = backup_mod.encrypt(plaintext, key)
assert len(blob) == backup_mod.NONCE_LEN + len(plaintext) + 16 # tag
out = backup_mod.decrypt(blob, key)
assert out == plaintext
def test_encrypt_decrypt_empty_plaintext():
"""Edge case: zero-byte payload still produces nonce + tag."""
key = os.urandom(32)
blob = backup_mod.encrypt(b"", key)
out = backup_mod.decrypt(blob, key)
assert out == b""
def test_decrypt_with_wrong_key_raises():
plaintext = b"some bytes"
key1 = os.urandom(32)
key2 = os.urandom(32)
blob = backup_mod.encrypt(plaintext, key1)
with pytest.raises(backup_mod.BackupDecryptError):
backup_mod.decrypt(blob, key2)
def test_decrypt_tampered_ciphertext_raises():
"""Flipping a single ciphertext byte must fail GCM auth."""
key = os.urandom(32)
blob = backup_mod.encrypt(b"a" * 200, key)
tampered = bytearray(blob)
# Flip a bit somewhere in the ciphertext region (past the nonce).
tampered[backup_mod.NONCE_LEN + 5] ^= 0x01
with pytest.raises(backup_mod.BackupDecryptError):
backup_mod.decrypt(bytes(tampered), key)
def test_decrypt_truncated_blob_raises():
key = os.urandom(32)
blob = backup_mod.encrypt(b"x" * 100, key)
with pytest.raises(backup_mod.BackupDecryptError):
# Strip the GCM tag.
backup_mod.decrypt(blob[: -16], key)
def test_encrypt_with_wrong_key_length_raises():
with pytest.raises(backup_mod.BackupError):
backup_mod.encrypt(b"data", b"short") # not 32 bytes
# ---------------------------------------------------------------------------
# Fingerprint
# ---------------------------------------------------------------------------
def test_fingerprint_format_and_stability():
fp = backup_mod.fingerprint(b"hello")
assert fp.startswith("sha256:")
assert len(fp) == len("sha256:") + 64
assert fp == backup_mod.fingerprint(b"hello")
assert fp != backup_mod.fingerprint(b"hellp")
def test_fingerprint_file_matches_fingerprint_bytes(tmp_path):
p = tmp_path / "data.bin"
p.write_bytes(b"\x00\x01\x02" * 100)
assert backup_mod.fingerprint_file(p) == backup_mod.fingerprint(p.read_bytes())
# ---------------------------------------------------------------------------
# Sidecar
# ---------------------------------------------------------------------------
def test_sidecar_round_trip_json():
sc = backup_mod.Sidecar(
format_version="v1",
created_at="2026-06-21T15:30:00+00:00",
db_fingerprint="sha256:" + "a" * 64,
table_count=11,
size_bytes=1024,
kdf="PBKDF2-HMAC-SHA256",
kdf_iterations=200_000,
cipher="AES-256-GCM",
key_fingerprint="sha256:" + "b" * 64,
)
text = sc.to_json()
parsed = json.loads(text)
assert parsed["format_version"] == "v1"
assert parsed["encryption"]["kdf_iterations"] == 200_000
sc2 = backup_mod.Sidecar.from_json(text)
assert sc2 == sc
# ---------------------------------------------------------------------------
# Filenames
# ---------------------------------------------------------------------------
def test_backup_filename_format():
"""The timestamp prefix is fixed; the suffix is random per call."""
import re
from datetime import datetime, timezone
ts = datetime(2026, 6, 21, 15, 30, 0, tzinfo=timezone.utc)
name = backup_mod.backup_filename(ts)
assert re.match(r"^cyclone-backup-20260621T153000Z-[0-9a-f]{8}\.bin$", name), name
def test_backup_filename_random_suffix_avoids_collisions():
"""Two calls in the same second get different filenames."""
a = backup_mod.backup_filename()
b = backup_mod.backup_filename()
assert a != b
def test_sidecar_filename_appends_meta_json():
assert backup_mod.sidecar_filename("foo.bin") == "foo.bin.meta.json"
+207
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@@ -0,0 +1,207 @@
"""SP17 — BackupScheduler unit tests.
Exercises the asyncio tick / start / stop loop without spinning up
the FastAPI app. The scheduler wraps a real BackupService against
a real on-disk sqlite DB.
"""
from __future__ import annotations
import asyncio
from datetime import datetime, timedelta, timezone
from pathlib import Path
import pytest
from cyclone import backup_service as svc_mod
from cyclone import backup_scheduler as sched_mod
from cyclone import db
@pytest.fixture
def fresh_db(tmp_path, monkeypatch):
monkeypatch.setenv("CYCLONE_DB_URL", f"sqlite:///{tmp_path}/test.db")
db._reset_for_tests()
db.init_db()
from cyclone.db import Batch
import uuid
with db.SessionLocal()() as s:
s.add(Batch(
id=str(uuid.uuid4()),
kind="837P",
input_filename="seed.x12",
parsed_at=datetime.now(timezone.utc),
totals_json=None,
validation_json=None,
raw_result_json={"envelope": {"control_number": "1"}, "claims": [], "summary": {"passed": 0, "failed": 0, "failed_claim_ids": []}},
))
s.commit()
yield
db._reset_for_tests()
@pytest.fixture
def backup_svc(tmp_path):
return svc_mod.BackupService(
backup_dir=tmp_path / "backups",
passphrase="test-pass",
retention_days=7,
)
# ---------------------------------------------------------------------------
# tick
# ---------------------------------------------------------------------------
@pytest.mark.asyncio
async def test_tick_creates_backup_and_audits_it(fresh_db, backup_svc):
sched = sched_mod.BackupScheduler(backup_svc, interval_hours=24.0)
result = await sched.tick()
assert result.ok
assert result.created is not None
assert result.error is None
assert len(backup_svc.list_backups()) == 1
@pytest.mark.asyncio
async def test_tick_creates_audit_event(fresh_db, backup_svc):
"""db.backup_created audit event is written (SP11 hash chain)."""
sched = sched_mod.BackupScheduler(backup_svc, interval_hours=24.0)
await sched.tick()
with db.SessionLocal()() as s:
from cyclone.db import AuditLog
rows = (
s.query(AuditLog)
.filter(AuditLog.event_type == "db.backup_created")
.all()
)
assert len(rows) == 1
assert "backup_id" in rows[0].payload_json
@pytest.mark.asyncio
async def test_tick_handles_create_failure_without_crashing(fresh_db, backup_svc, monkeypatch):
"""If create_now raises, tick records the error and continues."""
def boom():
raise RuntimeError("simulated failure")
monkeypatch.setattr(backup_svc, "create_now", boom)
sched = sched_mod.BackupScheduler(backup_svc, interval_hours=24.0)
result = await sched.tick()
assert result.error is not None
assert "simulated failure" in result.error
# Audit event written for the failure.
with db.SessionLocal()() as s:
from cyclone.db import AuditLog
rows = (
s.query(AuditLog)
.filter(AuditLog.event_type == "db.backup_failed")
.all()
)
assert len(rows) == 1
@pytest.mark.asyncio
async def test_tick_prunes_old_backups_and_audits(fresh_db, backup_svc):
"""A tick prunes backups past retention and writes a db.backup_pruned event."""
from cyclone.db import DbBackup
# Take an initial backup.
initial = backup_svc.create_now()
# Age it past retention.
with db.SessionLocal()() as s:
row = s.get(DbBackup, initial.backup.id)
row.created_at = datetime.now(timezone.utc) - timedelta(days=30)
s.commit()
sched = sched_mod.BackupScheduler(backup_svc, interval_hours=24.0)
result = await sched.tick()
assert result.ok # create_now succeeded even though prune removed old
assert len(result.pruned_paths) == 2 # .bin + .meta.json
with db.SessionLocal()() as s:
from cyclone.db import AuditLog
pruned_events = (
s.query(AuditLog)
.filter(AuditLog.event_type == "db.backup_pruned")
.all()
)
assert len(pruned_events) == 1
# ---------------------------------------------------------------------------
# start / stop / is_running
# ---------------------------------------------------------------------------
@pytest.mark.asyncio
async def test_start_then_stop(fresh_db, backup_svc):
sched = sched_mod.BackupScheduler(backup_svc, interval_hours=24.0)
assert not sched.is_running()
await sched.start()
assert sched.is_running()
# Don't wait for the staggered first tick; just stop.
await sched.stop()
assert not sched.is_running()
@pytest.mark.asyncio
async def test_double_start_is_idempotent(fresh_db, backup_svc):
sched = sched_mod.BackupScheduler(backup_svc, interval_hours=24.0)
await sched.start()
await sched.start() # no-op
assert sched.is_running()
await sched.stop()
@pytest.mark.asyncio
async def test_concurrent_ticks_are_coalesced(fresh_db, backup_svc):
"""Two tick() calls in flight — second waits for first."""
sched = sched_mod.BackupScheduler(backup_svc, interval_hours=24.0)
r1, r2 = await asyncio.gather(sched.tick(), sched.tick())
# Both should succeed and produce a single backup (the second
# call returned the first call's result, or ran back-to-back
# and produced a second backup — both are valid coalescings).
assert r1 is not None
assert r2 is not None
# No matter the order, exactly 1 backup should exist OR 2 if they
# ran sequentially. The point of coalescing is no-overlap, so
# both should be ok=True.
assert r1.ok
assert r2.ok
# ---------------------------------------------------------------------------
# status
# ---------------------------------------------------------------------------
def test_status_snapshot(fresh_db, backup_svc):
sched = sched_mod.BackupScheduler(backup_svc, interval_hours=12.0)
snap = sched.status()
assert snap.running is False
assert snap.interval_hours == 12.0
assert snap.backup_dir == str(backup_svc.backup_dir)
assert snap.retention_days == 7
assert snap.tick_count == 0
assert snap.last_tick is None
# ---------------------------------------------------------------------------
# Module-level singleton
# ---------------------------------------------------------------------------
def test_module_singleton_round_trip(fresh_db, tmp_path):
sched_mod.reset_backup_scheduler_for_tests()
svc = svc_mod.BackupService(tmp_path / "b", passphrase="x", retention_days=1)
sched = sched_mod.configure_backup_scheduler(svc, interval_hours=1)
assert sched_mod.get_backup_scheduler() is sched
# Second configure is a no-op.
assert sched_mod.configure_backup_scheduler(svc) is sched
sched_mod.reset_backup_scheduler_for_tests()
def test_module_singleton_get_raises_when_unset():
sched_mod.reset_backup_scheduler_for_tests()
with pytest.raises(RuntimeError):
sched_mod.get_backup_scheduler()
+400
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@@ -0,0 +1,400 @@
"""SP17 — BackupService integration tests.
Exercises the full create / list / verify / restore / prune flow
against a real on-disk SQLite file (no SQLCipher, no Keychain). We
inject the passphrase directly into the BackupService constructor.
"""
from __future__ import annotations
import os
from pathlib import Path
import pytest
from cyclone import backup as backup_mod
from cyclone import backup_service as svc_mod
from cyclone import db
from cyclone.backup import BackupError
from cyclone.backup_service import (
BackupService,
STATUS_ERROR,
STATUS_OK,
STATUS_PENDING,
STATUS_PRUNED,
configure_backup_service,
get_backup_service,
reset_backup_service_for_tests,
)
# ---------------------------------------------------------------------------
# Fixtures
# ---------------------------------------------------------------------------
@pytest.fixture
def fresh_db(tmp_path, monkeypatch):
"""Fresh sqlite DB; init_db + create tables; yield the path."""
monkeypatch.setenv("CYCLONE_DB_URL", f"sqlite:///{tmp_path}/test.db")
db._reset_for_tests()
db.init_db()
yield tmp_path / "test.db"
db._reset_for_tests()
@pytest.fixture
def backup_svc(fresh_db, tmp_path):
"""A BackupService rooted in a temp backup directory."""
backup_dir = tmp_path / "backups"
return BackupService(
backup_dir=backup_dir,
passphrase="test-passphrase-123",
retention_days=7,
)
def _make_a_row(s: "sa.orm.Session") -> None:
"""Insert one minimal Batch row so the DB has a real schema + content.
Bypasses the Claim model (which has many NOT NULL columns tied to
BatchRecord lifecycle) and just writes a Batch directly the
backup flow doesn't care which tables exist, only that there
are some.
"""
from cyclone.db import Batch
import uuid
from datetime import datetime, timezone
from decimal import Decimal
s.add(Batch(
id=str(uuid.uuid4()),
kind="837P",
input_filename="test.x12",
parsed_at=datetime.now(timezone.utc),
totals_json=None,
validation_json=None,
raw_result_json={
"envelope": {"control_number": "1"},
"claims": [],
"summary": {"passed": 0, "failed": 0, "failed_claim_ids": []},
},
))
s.commit()
# ---------------------------------------------------------------------------
# create_now
# ---------------------------------------------------------------------------
def test_create_now_writes_encrypted_blob_and_sidecar(fresh_db, backup_svc):
from cyclone.db import DbBackup
# Add a claim so the DB has content + table_count > 0.
with db.SessionLocal()() as s:
_make_a_row(s)
result = backup_svc.create_now()
record = result.backup
sidecar = result.sidecar
assert record.status == STATUS_OK
assert record.size_bytes > 0
assert record.db_fingerprint.startswith("sha256:")
assert record.table_count >= 1
assert record.completed_at is not None
# The .bin file exists, is non-trivial size, and does NOT look
# like a SQLite header (which is the whole point of encryption).
bin_path = backup_svc.backup_dir / record.filename
assert bin_path.exists()
blob = bin_path.read_bytes()
assert blob[:6] != b"SQLite" # not a plaintext SQLite file
# Sidecar exists and round-trips.
meta_path = backup_svc.backup_dir / backup_mod.sidecar_filename(record.filename)
assert meta_path.exists()
parsed = backup_mod.Sidecar.from_json(meta_path.read_text())
assert parsed.db_fingerprint == record.db_fingerprint
assert parsed.table_count == record.table_count
def test_create_now_marks_error_on_db_failure(fresh_db, tmp_path, monkeypatch):
"""If SQLite .backup() raises, the row is marked error + files cleaned."""
backup_dir = tmp_path / "backups"
svc = BackupService(backup_dir=backup_dir, passphrase="x", retention_days=7)
# Force the .backup() call to fail by patching sqlite3.connect to raise.
import sqlite3 as _sqlite3
real_connect = _sqlite3.connect
def boom(path):
raise RuntimeError("simulated disk failure")
monkeypatch.setattr(_sqlite3, "connect", boom)
# But we also need to make sure engine.raw_connection().driver_connection
# is reachable — it's still using real_connect via the engine's
# internals. So patch at the higher level: the BackupService's
# _sqlite_backup_to.
monkeypatch.setattr(svc, "_sqlite_backup_to",
lambda p: (_ for _ in ()).throw(RuntimeError("boom")))
with pytest.raises(RuntimeError, match="boom"):
svc.create_now()
rows = svc.list_backups()
assert len(rows) == 1
assert rows[0].status == STATUS_ERROR
assert "boom" in rows[0].error_message
# No files left in the backup dir.
assert list(backup_dir.iterdir()) == []
# ---------------------------------------------------------------------------
# list_backups
# ---------------------------------------------------------------------------
def test_list_backups_orders_newest_first(fresh_db, backup_svc):
with db.SessionLocal()() as s:
_make_a_row(s)
r1 = backup_svc.create_now()
r2 = backup_svc.create_now()
rows = backup_svc.list_backups()
assert [r.id for r in rows] == [r2.backup.id, r1.backup.id]
def test_list_backups_filter_by_status(fresh_db, backup_svc):
with db.SessionLocal()() as s:
_make_a_row(s)
backup_svc.create_now()
rows = backup_svc.list_backups(status=STATUS_OK)
assert all(r.status == STATUS_OK for r in rows)
rows = backup_svc.list_backups(status=STATUS_PENDING)
assert rows == []
# ---------------------------------------------------------------------------
# verify
# ---------------------------------------------------------------------------
def test_verify_ok_after_create(fresh_db, backup_svc):
with db.SessionLocal()() as s:
_make_a_row(s)
r = backup_svc.create_now()
v = backup_svc.verify(r.backup.id)
assert v.ok
assert v.expected_fingerprint == v.actual_fingerprint
assert v.table_count >= 1
def test_verify_detects_tampered_ciphertext(fresh_db, backup_svc):
with db.SessionLocal()() as s:
_make_a_row(s)
r = backup_svc.create_now()
bin_path = backup_svc.backup_dir / r.backup.filename
# Flip a bit in the middle of the encrypted blob.
data = bytearray(bin_path.read_bytes())
idx = backup_mod.NONCE_LEN + 5
data[idx] ^= 0x01
bin_path.write_bytes(bytes(data))
v = backup_svc.verify(r.backup.id)
assert not v.ok
assert "decryption failed" in (v.reason or "")
def test_verify_handles_missing_file(fresh_db, backup_svc):
with db.SessionLocal()() as s:
_make_a_row(s)
r = backup_svc.create_now()
(backup_svc.backup_dir / r.backup.filename).unlink()
v = backup_svc.verify(r.backup.id)
assert not v.ok
assert "missing" in (v.reason or "")
# ---------------------------------------------------------------------------
# restore — two-step
# ---------------------------------------------------------------------------
def test_restore_two_step_round_trip(fresh_db, backup_svc, tmp_path):
"""Create a backup, mutate the live DB, restore, confirm mutation gone."""
from cyclone.db import Batch
import uuid
from datetime import datetime, timezone
# 1. Backup a DB with one Batch row.
with db.SessionLocal()() as s:
_make_a_row(s)
snap = backup_svc.create_now()
# 2. Mutate the live DB (add another Batch row).
with db.SessionLocal()() as s:
s.add(Batch(
id=str(uuid.uuid4()),
kind="837P",
input_filename="mutated.x12",
parsed_at=datetime.now(timezone.utc),
totals_json=None,
validation_json=None,
raw_result_json={"envelope": {"control_number": "2"}, "claims": [], "summary": {"passed": 0, "failed": 0, "failed_claim_ids": []}},
))
s.commit()
with db.SessionLocal()() as s:
assert s.query(Batch).count() == 2
# 3. Initiate restore.
init = backup_svc.restore_initiate(snap.backup.id)
assert init.table_count >= 1
assert init.current_db_fingerprint != init.db_fingerprint # live != backup now
assert init.restore_token and len(init.restore_token) == 64
# 4. Confirm restore.
result = backup_svc.restore_confirm(snap.backup.id, init.restore_token)
assert result.new_db_fingerprint == init.db_fingerprint
# 5. The live DB now reflects the snapshot (1 row, not 2).
with db.SessionLocal()() as s:
assert s.query(Batch).count() == 1
def test_restore_initiate_rejects_non_ok_backup(fresh_db, backup_svc, tmp_path, monkeypatch):
"""A backup row with status='error' cannot be restored."""
with db.SessionLocal()() as s:
_make_a_row(s)
r = backup_svc.create_now()
# Force the row to error.
from cyclone.db import DbBackup
with db.SessionLocal()() as session:
row = session.get(DbBackup, r.backup.id)
row.status = STATUS_ERROR
row.error_message = "simulated"
session.commit()
with pytest.raises(BackupError, match="only 'ok' backups"):
backup_svc.restore_initiate(r.backup.id)
def test_restore_confirm_rejects_wrong_token(fresh_db, backup_svc):
with db.SessionLocal()() as s:
_make_a_row(s)
r = backup_svc.create_now()
init = backup_svc.restore_initiate(r.backup.id)
with pytest.raises(BackupError, match="not found"):
backup_svc.restore_confirm(r.backup.id, "0" * 64)
def test_restore_confirm_rejects_expired_token(fresh_db, backup_svc, monkeypatch):
"""A token whose expires_at is in the past is rejected."""
from datetime import datetime, timedelta, timezone
with db.SessionLocal()() as s:
_make_a_row(s)
r = backup_svc.create_now()
init = backup_svc.restore_initiate(r.backup.id)
# Manually age the token past its expiry.
with backup_svc._lock:
backup_svc._pending_restores[init.restore_token] = (
init.backup_id,
datetime.now(timezone.utc) - timedelta(seconds=1),
)
with pytest.raises(BackupError, match="expired"):
backup_svc.restore_confirm(r.backup.id, init.restore_token)
# ---------------------------------------------------------------------------
# prune
# ---------------------------------------------------------------------------
def test_prune_deletes_files_and_marks_status(fresh_db, backup_svc):
with db.SessionLocal()() as s:
_make_a_row(s)
r1 = backup_svc.create_now()
# The retention cutoff is 7 days from now. Move the row's created_at
# back 30 days so it's definitely past retention.
from datetime import datetime, timedelta, timezone
from cyclone.db import DbBackup
with db.SessionLocal()() as session:
row = session.get(DbBackup, r1.backup.id)
row.created_at = datetime.now(timezone.utc) - timedelta(days=30)
session.commit()
deleted = backup_svc.prune()
assert len(deleted) == 2 # .bin + .meta.json
rows = backup_svc.list_backups()
assert rows[0].status == STATUS_PRUNED
def test_prune_keeps_recent_backups(fresh_db, backup_svc):
with db.SessionLocal()() as s:
_make_a_row(s)
backup_svc.create_now()
deleted = backup_svc.prune()
assert deleted == []
rows = backup_svc.list_backups()
assert rows[0].status == STATUS_OK
# ---------------------------------------------------------------------------
# status
# ---------------------------------------------------------------------------
def test_status_reports_counts(fresh_db, backup_svc):
with db.SessionLocal()() as s:
_make_a_row(s)
backup_svc.create_now()
snap = backup_svc.status()
assert snap["totals"]["ok"] == 1
assert snap["totals"]["all"] == 1
assert snap["backup_dir"] == str(backup_svc.backup_dir)
assert snap["retention_days"] == 7
assert snap["used_fallback_key"] is False
assert snap["last_backup_at"] is not None
assert snap["last_ok_backup_at"] is not None
# ---------------------------------------------------------------------------
# Fallback key
# ---------------------------------------------------------------------------
def test_fallback_key_used_when_no_passphrase(fresh_db, tmp_path):
"""If no passphrase AND no SQLCipher, refuse. Otherwise fallback + warn."""
backup_dir = tmp_path / "backups"
svc = BackupService(backup_dir=backup_dir, passphrase=None, retention_days=7)
# No SQLCipher key either → BackupError.
with pytest.raises(BackupError, match="no backup passphrase"):
svc._ensure_key()
def test_key_fingerprint_changes_per_passphrase(fresh_db, tmp_path):
"""Two services with different passphrases have different key fingerprints."""
s1 = BackupService(tmp_path / "b1", passphrase="alpha", retention_days=1)
s2 = BackupService(tmp_path / "b2", passphrase="beta", retention_days=1)
# Force key derivation.
s1._ensure_key()
s2._ensure_key()
assert s1.key_fingerprint != s2.key_fingerprint
# ---------------------------------------------------------------------------
# Module-level singleton
# ---------------------------------------------------------------------------
def test_module_singleton_round_trip(fresh_db, tmp_path):
reset_backup_service_for_tests()
svc = configure_backup_service(
tmp_path / "backups", passphrase="x", retention_days=1,
)
assert get_backup_service() is svc
# Second configure is a no-op (returns existing).
assert configure_backup_service(
tmp_path / "backups2", passphrase="y", retention_days=2,
) is svc
reset_backup_service_for_tests()
def test_module_singleton_get_raises_when_unset():
reset_backup_service_for_tests()
with pytest.raises(RuntimeError):
get_backup_service()
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"""SP17 — `cyclone backup` CLI subcommand tests.
Uses Click's CliRunner + monkeypatching of Keychain + DB env so the
subcommands can run without the operator's machine state.
"""
from __future__ import annotations
from click.testing import CliRunner
from datetime import datetime, timezone
import pytest
@pytest.fixture
def _cli_env(tmp_path, monkeypatch):
"""Fresh sqlite DB + in-memory Keychain stub."""
from cyclone import db
from cyclone import backup_service as svc_mod
from cyclone import secrets as secrets_mod
from cyclone.db import Batch
import uuid
monkeypatch.setenv("CYCLONE_DB_URL", f"sqlite:///{tmp_path}/test.db")
db._reset_for_tests()
db.init_db()
with db.SessionLocal()() as s:
s.add(Batch(
id=str(uuid.uuid4()),
kind="837P",
input_filename="seed.x12",
parsed_at=datetime.now(timezone.utc),
totals_json=None,
validation_json=None,
raw_result_json={"envelope": {"control_number": "1"}, "claims": [], "summary": {"passed": 0, "failed": 0, "failed_claim_ids": []}},
))
s.commit()
# In-memory Keychain so passphrase + salt persist across
# separate CliRunner invocations within one test (each
# subprocess-like invocation would otherwise generate a fresh
# random salt and fail to decrypt).
store: dict[str, str] = {}
store[svc_mod.KEYCHAIN_BACKUP_PASSPHRASE_ACCOUNT] = "cli-test-passphrase"
# Pre-populate a stable salt so the very first invocation
# doesn't generate a new random one (which the next invocation
# would then fail to reproduce).
store[svc_mod.KEYCHAIN_BACKUP_SALT_ACCOUNT] = "0123456789abcdef0123456789abcdef"
def _get(name):
return store.get(name)
def _set(name, value):
store[name] = value
return True
monkeypatch.setattr(secrets_mod, "get_secret", _get)
monkeypatch.setattr(secrets_mod, "set_secret", _set)
backup_dir = tmp_path / "backups"
monkeypatch.setenv("CYCLONE_BACKUP_DIR", str(backup_dir))
monkeypatch.setenv("CYCLONE_BACKUP_RETENTION_DAYS", "7")
yield backup_dir
db._reset_for_tests()
def _run(args, env):
from cyclone.cli import main
runner = CliRunner()
return runner.invoke(main, args, catch_exceptions=False)
def test_backup_create_list_verify_status(_cli_env):
"""Happy path: create → list → verify → status."""
backup_dir = _cli_env
# create
r = _run(["backup", "create"], _cli_env)
assert r.exit_code == 0, r.output
assert "created backup id=" in r.output
# list
r = _run(["backup", "list"], _cli_env)
assert r.exit_code == 0, r.output
assert ".bin" in r.output
# verify (we don't know the id, parse it from the list output)
import re
m = re.search(r"^\s*(\d+)\s+ok\s+", r.output, re.MULTILINE)
assert m, r.output
backup_id = int(m.group(1))
r = _run(["backup", "verify", str(backup_id)], _cli_env)
assert r.exit_code == 0, r.output
assert r.output.startswith("OK:")
# status
r = _run(["backup", "status"], _cli_env)
assert r.exit_code == 0, r.output
assert '"totals"' in r.output
assert '"ok": 1' in r.output
def test_backup_verify_fails_on_tampered_ciphertext(_cli_env):
from cyclone import backup as backup_mod
from cyclone import backup_service as svc_mod
from cyclone import secrets as secrets_mod
# Create a backup.
r = _run(["backup", "create"], _cli_env)
assert r.exit_code == 0
# Tamper.
bin_path = next(_cli_env.glob("*.bin"))
data = bytearray(bin_path.read_bytes())
data[backup_mod.NONCE_LEN + 5] ^= 0x01
bin_path.write_bytes(bytes(data))
# Verify should fail.
r = _run(["backup", "verify", "1"], _cli_env)
assert r.exit_code == 1
assert "FAIL" in r.output
def test_backup_restore_requires_yes_flag(_cli_env):
"""Without --yes, an interactive confirm blocks and the command aborts."""
r = _run(["backup", "create"], _cli_env)
assert r.exit_code == 0
# Click's runner auto-declines the confirm prompt; expect abort.
r = _run(["backup", "restore", "1"], _cli_env, )
# CliRunner auto-aborts confirm prompts by default → exit code != 0.
assert r.exit_code != 0
def test_backup_prune_aborts_without_yes(_cli_env):
r = _run(["backup", "create"], _cli_env)
assert r.exit_code == 0
# Same auto-abort for the prune confirm.
r = _run(["backup", "prune"], _cli_env)
assert r.exit_code != 0
def test_backup_init_passphrase_rejects_short(_cli_env):
"""init-passphrase enforces a 12-char minimum."""
r = _run(["backup", "init-passphrase", "--passphrase", "short"], _cli_env)
assert r.exit_code != 0
assert "12 characters" in r.output
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"""Tests for ``cyclone validate-npi`` + ``cyclone validate-tax-id`` (SP20).
CLI smoke tests verify exit codes (0 = valid, 1 = invalid) and that
the help text references the new subcommands. We don't pipe the value
into shared logs (NPI / EIN are PHI / PII); the CliRunner captures it.
"""
from __future__ import annotations
import pytest
from click.testing import CliRunner
from cyclone.cli import main
# ---------------------------------------------------------------------------
# validate-npi
# ---------------------------------------------------------------------------
def test_cli_validate_npi_valid_exits_zero():
runner = CliRunner()
result = runner.invoke(main, ["validate-npi", "1234567893"])
assert result.exit_code == 0, result.output
assert "OK" in result.output
def test_cli_validate_npi_bad_checksum_exits_one():
runner = CliRunner()
result = runner.invoke(main, ["validate-npi", "1234567890"])
assert result.exit_code == 1
assert "INVALID" in result.output
def test_cli_validate_npi_wrong_length_exits_one():
runner = CliRunner()
result = runner.invoke(main, ["validate-npi", "12345"])
assert result.exit_code == 1
assert "INVALID" in result.output
# ---------------------------------------------------------------------------
# validate-tax-id
# ---------------------------------------------------------------------------
def test_cli_validate_tax_id_formatted_exits_zero():
runner = CliRunner()
result = runner.invoke(main, ["validate-tax-id", "72-1587149"])
assert result.exit_code == 0, result.output
assert "721587149" in result.output # normalized form echoed
def test_cli_validate_tax_id_unformatted_exits_zero():
runner = CliRunner()
result = runner.invoke(main, ["validate-tax-id", "721587149"])
assert result.exit_code == 0
def test_cli_validate_tax_id_reserved_prefix_exits_one():
runner = CliRunner()
result = runner.invoke(main, ["validate-tax-id", "00-1234567"])
assert result.exit_code == 1
assert "reserved" in result.output.lower()
def test_cli_validate_tax_id_malformed_exits_one():
runner = CliRunner()
result = runner.invoke(main, ["validate-tax-id", "not-an-ein"])
assert result.exit_code == 1
assert "9-digit" in result.output
def test_cli_validate_subcommands_appear_in_help():
"""The two new subcommands are wired into ``main`` (regression guard
against future refactors that drop the imports)."""
runner = CliRunner()
result = runner.invoke(main, ["--help"])
assert result.exit_code == 0
assert "validate-npi" in result.output
assert "validate-tax-id" in result.output
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"""SP18 — JsonFormatter + CycloneDevFormatter tests.
Covers the structural shape of log records, exception handling,
and the ``extra`` kwarg passthrough.
"""
from __future__ import annotations
import io
import json
import logging
import pytest
from cyclone.logging_config import (
CycloneDevFormatter,
JsonFormatter,
setup_logging,
)
def _make_record(
msg: str = "hello",
args: tuple = (),
level: int = logging.INFO,
name: str = "test.logger",
extras: dict | None = None,
exc_info=None,
) -> logging.LogRecord:
record = logging.getLogger(name).makeRecord(
name=name,
level=level,
fn="t.py",
lno=1,
msg=msg,
args=args,
exc_info=exc_info,
)
if extras:
for k, v in extras.items():
setattr(record, k, v)
return record
# ---------------------------------------------------------------------------
# JsonFormatter
# ---------------------------------------------------------------------------
def test_json_formatter_basic_shape():
f = JsonFormatter()
line = f.format(_make_record(msg="hello %s", args=("cyclone",)))
parsed = json.loads(line)
assert parsed["level"] == "INFO"
assert parsed["logger"] == "test.logger"
assert parsed["msg"] == "hello cyclone"
assert "ts" in parsed
# ts must be ISO 8601 with milliseconds + Z suffix.
assert parsed["ts"].endswith("Z") or "+" in parsed["ts"]
def test_json_formatter_includes_extras():
f = JsonFormatter()
line = f.format(_make_record(
msg="processed",
extras={"input_filename": "foo.x12", "parser_kind": "parse_999", "claims": 3},
))
parsed = json.loads(line)
assert parsed["extra"] == {
"input_filename": "foo.x12", "parser_kind": "parse_999", "claims": 3,
}
def test_json_formatter_handles_exception_info():
f = JsonFormatter()
try:
raise ValueError("boom")
except ValueError:
import sys
rec = _make_record(msg="oops", exc_info=sys.exc_info())
line = f.format(rec)
parsed = json.loads(line)
assert "traceback" in parsed
assert "ValueError: boom" in parsed["traceback"]
def test_json_formatter_no_extras_key_when_none():
f = JsonFormatter()
line = f.format(_make_record(msg="plain"))
parsed = json.loads(line)
assert "extra" not in parsed
def test_json_formatter_handles_non_serializable_extras():
"""Non-JSON-serializable extras go through ``default=str``."""
class Opaque:
def __str__(self):
return "opaque-string"
f = JsonFormatter()
line = f.format(_make_record(msg="x", extras={"thing": Opaque()}))
parsed = json.loads(line)
assert parsed["extra"]["thing"] == "opaque-string"
def test_json_formatter_preserves_warning_level():
f = JsonFormatter()
line = f.format(_make_record(msg="careful", level=logging.WARNING))
parsed = json.loads(line)
assert parsed["level"] == "WARNING"
# ---------------------------------------------------------------------------
# CycloneDevFormatter
# ---------------------------------------------------------------------------
def test_dev_formatter_basic_shape():
f = CycloneDevFormatter()
line = f.format(_make_record(msg="hello %s", args=("cyclone",)))
assert "INFO" in line
assert "test.logger" in line
assert "hello cyclone" in line
def test_dev_formatter_includes_extras():
f = CycloneDevFormatter()
line = f.format(_make_record(
msg="processed",
extras={"input_filename": "foo.x12", "claims": 3},
))
assert "input_filename='foo.x12'" in line
assert "claims=3" in line
def test_dev_formatter_handles_exception():
f = CycloneDevFormatter()
try:
raise RuntimeError("nope")
except RuntimeError:
import sys
rec = _make_record(msg="oops", exc_info=sys.exc_info())
line = f.format(rec)
assert "RuntimeError: nope" in line
# ---------------------------------------------------------------------------
# setup_logging (light — deeper coverage in test_logging_setup.py)
# ---------------------------------------------------------------------------
def test_setup_logging_attaches_handler_to_root():
setup_logging(level="DEBUG", json_format=True)
root = logging.getLogger()
assert len(root.handlers) >= 1
assert isinstance(root.handlers[0].formatter, JsonFormatter)
def test_setup_logging_is_idempotent():
"""Re-calling clears handlers; the formatter toggle takes effect."""
setup_logging(level="INFO", json_format=True)
setup_logging(level="INFO", json_format=False)
root = logging.getLogger()
assert len(root.handlers) == 1
assert isinstance(root.handlers[0].formatter, CycloneDevFormatter)
# Reset back to JSON for the rest of the test suite.
setup_logging(level="INFO", json_format=True)
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"""SP18 — PII scrubber tests.
Covers each PHI pattern, the false-positive guard, and the
disable toggle.
"""
from __future__ import annotations
import logging
import pytest
from cyclone.logging_config import (
PiiScrubber,
get_scrubber,
setup_logging,
)
def _make_record(msg: str, extras: dict | None = None) -> logging.LogRecord:
record = logging.getLogger("test.scrub").makeRecord(
name="test.scrub", level=logging.INFO, fn="t.py", lno=1,
msg=msg, args=(), exc_info=None,
)
if extras:
for k, v in extras.items():
setattr(record, k, v)
return record
@pytest.fixture(autouse=True)
def _reset_scrubber():
"""Make sure the scrubber is enabled + on the root after each test."""
yield
get_scrubber().enable()
# ---------------------------------------------------------------------------
# NPI
# ---------------------------------------------------------------------------
def test_scrubs_ten_digit_npi_in_message():
scrubber = PiiScrubber()
rec = _make_record("processed claim with npi 1881068062 ok")
assert scrubber.filter(rec) is True
assert rec.getMessage() == "processed claim with npi <redacted:npi> ok"
def test_scrubs_npi_in_extras():
scrubber = PiiScrubber()
rec = _make_record("ok", extras={"provider_npi": "1881068062"})
scrubber.filter(rec)
assert rec.provider_npi == "<redacted:npi>"
def test_does_not_scrub_short_numbers():
scrubber = PiiScrubber()
rec = _make_record("processed 5 claims in 2 batches")
scrubber.filter(rec)
assert rec.getMessage() == "processed 5 claims in 2 batches"
def test_does_not_scrub_eleven_digit_numbers():
"""11+ digit numbers aren't NPIs — leave them alone."""
scrubber = PiiScrubber()
rec = _make_record("control number 12345678901")
scrubber.filter(rec)
assert rec.getMessage() == "control number 12345678901"
# ---------------------------------------------------------------------------
# SSN
# ---------------------------------------------------------------------------
def test_scrubs_dashed_ssn_in_message():
scrubber = PiiScrubber()
rec = _make_record("ssn=123-45-6789 detected")
scrubber.filter(rec)
assert rec.getMessage() == "ssn=<redacted:ssn> detected"
def test_scrubs_undashed_ssn_at_phrase_boundary():
"""A bare 9-digit number is ambiguous — we scrub it when followed
by whitespace/punctuation/closing paren/brace/comma (so we don't
hit claim control numbers or zip codes mid-sentence)."""
scrubber = PiiScrubber()
rec = _make_record("ssn 123456789 on file")
scrubber.filter(rec)
assert "<redacted:ssn>" in rec.getMessage()
# ---------------------------------------------------------------------------
# DOB
# ---------------------------------------------------------------------------
def test_scrubs_dob_field():
scrubber = PiiScrubber()
rec = _make_record("dob=1980-04-12 verified")
scrubber.filter(rec)
assert rec.getMessage() == "dob=<redacted:dob> verified"
def test_scrubs_dob_in_extras():
scrubber = PiiScrubber()
rec = _make_record("ok", extras={"date_of_birth": "1980-04-12"})
scrubber.filter(rec)
assert rec.date_of_birth == "<redacted:dob>"
def test_does_not_scrub_bare_iso_date():
"""A YYYY-MM-DD without a dob= prefix isn't necessarily PHI."""
scrubber = PiiScrubber()
rec = _make_record("parsed at 2026-06-21")
scrubber.filter(rec)
assert rec.getMessage() == "parsed at 2026-06-21"
# ---------------------------------------------------------------------------
# Patient name
# ---------------------------------------------------------------------------
def test_scrubs_patient_name_field():
scrubber = PiiScrubber()
rec = _make_record('patient_name="John Doe" verified')
scrubber.filter(rec)
assert "John Doe" not in rec.getMessage()
assert "<redacted:patient_name>" in rec.getMessage()
def test_does_not_scrub_random_words():
scrubber = PiiScrubber()
rec = _make_record("the parser ran successfully")
scrubber.filter(rec)
assert rec.getMessage() == "the parser ran successfully"
# ---------------------------------------------------------------------------
# Disable toggle
# ---------------------------------------------------------------------------
def test_scrubber_disabled_leaves_message_intact():
scrubber = PiiScrubber()
scrubber.disable()
rec = _make_record("npi 1881068062 ok")
scrubber.filter(rec)
assert rec.getMessage() == "npi 1881068062 ok"
def test_scrubber_does_not_crash_on_unusual_records():
"""Even with weird attribute combinations the filter returns True."""
scrubber = PiiScrubber()
rec = _make_record("ok", extras={"weird": object()})
assert scrubber.filter(rec) is True
+127
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@@ -0,0 +1,127 @@
"""SP18 — ``setup_logging`` entry-point tests.
Covers level resolution, handler attachment, env-var overrides, and
the idempotent re-setup behavior used by the FastAPI lifespan and
the CLI's ``main()``.
"""
from __future__ import annotations
import logging
import os
from pathlib import Path
import pytest
from cyclone.logging_config import (
CycloneDevFormatter,
JsonFormatter,
PiiScrubber,
setup_logging,
)
@pytest.fixture(autouse=True)
def _reset_root_logger():
"""Strip our handlers + filters before each test so setup runs clean."""
root = logging.getLogger()
for h in list(root.handlers):
root.removeHandler(h)
for flt in list(root.filters):
if isinstance(flt, PiiScrubber):
root.removeFilter(flt)
yield
for h in list(root.handlers):
root.removeHandler(h)
for flt in list(root.filters):
if isinstance(flt, PiiScrubber):
root.removeFilter(flt)
def test_setup_respects_level_string():
setup_logging(level="DEBUG", json_format=True)
assert logging.getLogger().level == logging.DEBUG
setup_logging(level="WARNING", json_format=True)
assert logging.getLogger().level == logging.WARNING
def test_setup_attaches_rotating_file_handler(tmp_path: Path):
log_file = tmp_path / "cyclone.log"
setup_logging(level="INFO", log_file=str(log_file), json_format=True)
root = logging.getLogger()
assert len(root.handlers) == 1
h = root.handlers[0]
# RotatingFileHandler has ``baseFilename`` attr.
assert hasattr(h, "baseFilename")
assert Path(h.baseFilename).name == "cyclone.log"
def test_setup_defaults_to_json_formatter():
setup_logging(level="INFO")
root = logging.getLogger()
assert isinstance(root.handlers[0].formatter, JsonFormatter)
def test_setup_dev_toggle_uses_dev_formatter():
setup_logging(level="INFO", json_format=False)
root = logging.getLogger()
assert isinstance(root.handlers[0].formatter, CycloneDevFormatter)
def test_setup_idempotent_re_setup_replaces_handlers():
"""Re-calling setup_logging clears the previous handler(s)."""
setup_logging(level="INFO", json_format=True)
setup_logging(level="DEBUG", json_format=False)
root = logging.getLogger()
assert len(root.handlers) == 1
assert isinstance(root.handlers[0].formatter, CycloneDevFormatter)
assert root.level == logging.DEBUG
def test_setup_quietens_noisy_third_party_loggers():
setup_logging(level="DEBUG", json_format=True)
for noisy in ("urllib3", "paramiko", "sqlalchemy.engine"):
assert logging.getLogger(noisy).level >= logging.WARNING
def test_setup_attaches_pii_scrubber_by_default():
setup_logging(level="INFO", json_format=True)
root = logging.getLogger()
assert any(isinstance(f, PiiScrubber) for f in root.filters)
def test_setup_honors_scrub_pii_false():
setup_logging(level="INFO", json_format=True, scrub_pii=False)
root = logging.getLogger()
# Scrubber is still attached but disabled.
scrubbers = [f for f in root.filters if isinstance(f, PiiScrubber)]
assert len(scrubbers) == 1
assert scrubbers[0]._enabled is False # noqa: SLF001
def test_setup_honors_env_var_no_pii_scrub(monkeypatch):
monkeypatch.setenv("CYCLONE_LOG_NO_PII_SCRUB", "1")
setup_logging(level="INFO", json_format=True)
scrubbers = [f for f in logging.getLogger().filters if isinstance(f, PiiScrubber)]
assert scrubbers and scrubbers[0]._enabled is False # noqa: SLF001
def test_setup_emits_json_to_stderr_by_default(caplog):
"""Records emitted after setup flow through JsonFormatter."""
setup_logging(level="INFO", json_format=True)
logger = logging.getLogger("cyclone.test_setup")
logger.info("hello %s", "world", extra={"x": 1})
# Cyclone attaches the handler to root, not the named logger; caplog
# won't capture unless we propagate (which is the default).
# Just assert the handler is on root and would format correctly.
root = logging.getLogger()
h = root.handlers[0]
record = logger.makeRecord(
name="cyclone.test_setup", level=logging.INFO, fn="t.py", lno=1,
msg="hello %s", args=("world",), exc_info=None,
)
record.x = 1
formatted = h.formatter.format(record)
import json as _json
parsed = _json.loads(formatted)
assert parsed["msg"] == "hello world"
assert parsed["extra"]["x"] == 1
+199
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@@ -0,0 +1,199 @@
"""Tests for ``cyclone.npi`` — NPI checksum + Tax ID (EIN) format validation.
Pure local validation, no NPPES calls. Covers the NPPES-published Luhn
checksum (with prefix ``80840``) and a small set of obvious EIN typo cases.
"""
from __future__ import annotations
import pytest
from cyclone.npi import (
_luhn_check_digit,
is_valid_npi,
is_valid_tax_id,
npi_checksum,
normalize_tax_id,
)
# ---------------------------------------------------------------------------
# Luhn internals
# ---------------------------------------------------------------------------
def test_luhn_check_digit_known_sequence():
"""Standard Luhn for the empty body returns 0.
With no digits the sum is 0, so (10 - 0 % 10) % 10 = 0.
"""
assert _luhn_check_digit("") == 0
def test_luhn_check_digit_single_digit():
"""For a single body digit the check digit is the standard Luhn value.
With the corrected "double at rightmost" pattern: "0" doubles to 0
(total=0, check=0); "1" doubles to 2 (total=2, check=(10-2)%10=8).
"""
assert _luhn_check_digit("0") == 0
assert _luhn_check_digit("1") == 8
def test_luhn_check_digit_nppes_published():
"""CMS-published example: body 123456789 → check digit 3.
Per https://www.cms.gov/.../NPIcheckdigit.pdf the Luhn sum of the
prefixed body ``80840123456789`` is 67, so check digit = (10-7)%10 = 3,
giving the full NPI ``1234567893``.
"""
assert _luhn_check_digit("80840123456789") == 3
# ---------------------------------------------------------------------------
# npi_checksum
# ---------------------------------------------------------------------------
def test_npi_checksum_cms_published_body():
"""For NPI body 123456789 the check digit is 3 → NPI 1234567893.
Confirmed against the CMS-published NPI Luhn example.
"""
assert npi_checksum("123456789") == 3
def test_npi_checksum_rejects_non_digits():
with pytest.raises(ValueError):
npi_checksum("12345abc6") # letter in body
def test_npi_checksum_rejects_wrong_length():
with pytest.raises(ValueError):
npi_checksum("12345") # only 5 digits
with pytest.raises(ValueError):
npi_checksum("1234567890") # 10 digits — includes the check digit
# ---------------------------------------------------------------------------
# is_valid_npi
# ---------------------------------------------------------------------------
def test_is_valid_npi_nppes_sample_is_true():
"""The CMS-published example NPI 1234567893 must validate."""
assert is_valid_npi("1234567893") is True
def test_is_valid_npi_off_by_one_is_false():
assert is_valid_npi("1234567894") is False
def test_is_valid_npi_all_zeros_is_false():
"""All zeros fails the Luhn check."""
assert is_valid_npi("0000000000") is False
def test_is_valid_npi_rejects_empty():
assert is_valid_npi("") is False
def test_is_valid_npi_rejects_none():
assert is_valid_npi(None) is False # type: ignore[arg-type]
def test_is_valid_npi_rejects_non_string():
assert is_valid_npi(1234567890) is False # type: ignore[arg-type]
assert is_valid_npi(["1881068062"]) is False # type: ignore[arg-type]
def test_is_valid_npi_rejects_short():
assert is_valid_npi("123456789") is False # 9 digits
def test_is_valid_npi_rejects_long():
assert is_valid_npi("12345678901") is False # 11 digits
def test_is_valid_npi_rejects_non_digits():
assert is_valid_npi("188106806X") is False
assert is_valid_npi("18810 68062") is False # space
def test_is_valid_npi_all_ones_fails_luhn():
"""1111111111 has all-1 sum: alternating double = 1,2,1,2,..., 1+2=3 then
collapse. Total for 10 digits body (body=9 of all 1's, sum doubled):
Position from right (i=0..8): 1, 1, 1, 1, 1, 1, 1, 1, 1
i even (not doubled): 1, 1, 1, 1, 1 5
i odd (doubled): 1*2=2, 1*2=2, 1*2=2, 1*2=2 8
Total body = 13. Body alone has check digit (10 - 13 % 10) % 10 = 7.
So full NPI 1111111111's body (9 ones) check = 7, and 1 != 7 → invalid.
"""
assert is_valid_npi("1111111111") is False
# ---------------------------------------------------------------------------
# is_valid_tax_id / normalize_tax_id
# ---------------------------------------------------------------------------
def test_is_valid_tax_id_touch_of_care_true():
"""The operator's reference EIN — Touch of Care Family Practice."""
assert is_valid_tax_id("72-1587149") is True
def test_is_valid_tax_id_unformatted_true():
assert is_valid_tax_id("721587149") is True
def test_is_valid_tax_id_00_prefix_rejected():
"""``00`` is reserved / never assigned by the IRS."""
assert is_valid_tax_id("00-1234567") is False
assert is_valid_tax_id("001234567") is False
def test_is_valid_tax_id_07_prefix_rejected():
"""``07`` is a campus prefix reserved for future use."""
assert is_valid_tax_id("07-1234567") is False
assert is_valid_tax_id("071234567") is False
def test_is_valid_tax_id_8x_prefix_rejected():
"""``80````89`` is the IRS Pension Plan Branch — never assigned otherwise."""
assert is_valid_tax_id("80-1234567") is False
assert is_valid_tax_id("89-1234567") is False
def test_is_valid_tax_id_rejects_malformed():
assert is_valid_tax_id("not-an-ein") is False
assert is_valid_tax_id("12345") is False
assert is_valid_tax_id("1234567890") is False # 10 digits
assert is_valid_tax_id("12-345678") is False # 8 digits after hyphen
def test_is_valid_tax_id_rejects_none_and_non_string():
assert is_valid_tax_id(None) is False
assert is_valid_tax_id(721587149) is False # type: ignore[arg-type]
def test_normalize_tax_id_returns_plain_form():
assert normalize_tax_id("72-1587149") == "721587149"
assert normalize_tax_id("721587149") == "721587149"
def test_normalize_tax_id_strips_whitespace():
assert normalize_tax_id(" 72-1587149 ") == "721587149"
def test_normalize_tax_id_returns_none_for_invalid():
assert normalize_tax_id("not-an-ein") is None
assert normalize_tax_id(None) is None
assert normalize_tax_id("") is None
assert normalize_tax_id("12-345678") is None # wrong digit count
def test_normalize_tax_id_keeps_reserved_prefix():
"""normalize_tax_id is a *structural* normalizer — it doesn't reject
reserved prefixes. That's ``is_valid_tax_id``'s job. Operators who
want to store 00-prefixed EINs as placeholders still get a clean
9-digit string."""
assert normalize_tax_id("00-1234567") == "001234567"
+1 -1
View File
@@ -14,7 +14,7 @@ def test_parse_minimal_fixture_returns_one_claim():
assert len(result.claims) == 1 assert len(result.claims) == 1
claim = result.claims[0] claim = result.claims[0]
assert claim.claim_id == "CLM001" assert claim.claim_id == "CLM001"
assert claim.billing_provider.npi == "1234567890" assert claim.billing_provider.npi == "1993999998"
assert claim.subscriber.last_name == "Doe" assert claim.subscriber.last_name == "Doe"
assert claim.subscriber.first_name == "John" assert claim.subscriber.first_name == "John"
assert claim.subscriber.member_id == "ABC123" assert claim.subscriber.member_id == "ABC123"
+106
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@@ -0,0 +1,106 @@
"""Tests for GET /api/payers/{payer_id}/summary (SP21 Task 1.5).
The endpoint is the payer-level aggregate that the drill-down UI's
"Payer → Claims" panel hangs off. It returns billed/received totals,
denial rate, and the top 5 NPIs by claim volume for one payer_id,
cached in-process for 60s.
The minimal 837P fixture ships one CLM with ``payer_id="SKCO0"``,
charge_amount=100.00; the minimal 835 carries one CLP for the same
claim with total_paid=85.00. So ``/api/payers/SKCO0/summary`` returns
``claim_count >= 1`` after both files are ingested.
Note: the spec calls this ``payer_id`` (the X12 NM1*PR*PI qualifier,
e.g. ``SKCO0``). It is NOT the configured payer name from
``config/payers.yaml``. The filter key in the store layer is
``Claim.payer_id`` not the ``payer=`` substring filter used by
``/api/claims?payer=...``.
"""
from __future__ import annotations
from pathlib import Path
import pytest
from fastapi.testclient import TestClient
from cyclone import api as api_mod
from cyclone.api import app
FIXTURE_837 = Path(__file__).parent / "fixtures" / "minimal_837p.txt"
FIXTURE_835 = Path(__file__).parent / "fixtures" / "minimal_835.txt"
@pytest.fixture(autouse=True)
def _clear_summary_cache():
"""Wipe the in-process payer-summary cache between tests.
conftest resets the DB per test but the cache is module-level
state on ``cyclone.api``. Without this clear, a stale payload
from a previous test's seed would leak into a later test's first
call masking recompute behavior. The 60s TTL is the only
invalidation story today (see api.py docstring on the endpoint).
"""
api_mod._clear_summary_cache()
yield
api_mod._clear_summary_cache()
@pytest.fixture
def client() -> TestClient:
return TestClient(app)
@pytest.fixture
def seeded_db(client: TestClient):
"""Ingest one minimal 837P + one minimal 835.
Both fixtures carry ``payer_id="SKCO0"`` so the summary endpoint
has something to aggregate. ``client`` is yielded back so the
test can hit the API on the same TestClient that ingested the
fixtures (parses share the per-test SQLite from conftest).
"""
text_837 = FIXTURE_837.read_text()
text_835 = FIXTURE_835.read_text()
r837 = client.post(
"/api/parse-837",
files={"file": ("x.txt", text_837, "text/plain")},
headers={"Accept": "application/json"},
)
assert r837.status_code == 200, r837.text
r835 = client.post(
"/api/parse-835",
files={"file": ("era.txt", text_835, "text/plain")},
headers={"Accept": "application/json"},
)
assert r835.status_code == 200, r835.text
return client
def test_payer_summary_happy_path(seeded_db: TestClient):
"""Seeded db has at least one claim for SKCO0 → 200 with the spec shape."""
resp = seeded_db.get("/api/payers/SKCO0/summary")
assert resp.status_code == 200, resp.text
data = resp.json()
assert data["payer_id"] == "SKCO0"
assert "claim_count" in data
assert "billed_total" in data
assert "received_total" in data
assert "denial_rate" in data
assert data["claim_count"] >= 1
# denial_rate must be a float in [0, 1] (0/1 claim → 0.0).
assert isinstance(data["denial_rate"], (int, float))
assert 0.0 <= data["denial_rate"] <= 1.0
def test_payer_summary_unknown_payer_returns_404(client: TestClient):
resp = client.get("/api/payers/DOES_NOT_EXIST/summary")
assert resp.status_code == 404
def test_payer_summary_caches_then_invalidates(seeded_db: TestClient):
"""Two back-to-back calls return identical payloads (in-process cache)."""
resp1 = seeded_db.get("/api/payers/SKCO0/summary")
resp2 = seeded_db.get("/api/payers/SKCO0/summary")
assert resp1.status_code == 200
assert resp2.status_code == 200
assert resp1.json() == resp2.json()
@@ -0,0 +1,177 @@
"""Tests for the extended GET /api/config/providers/{npi} (SP21 Task 1.6).
The endpoint gains two new top-level arrays for the drill-down panel:
``recent_claims`` (top 10 by submission date desc) and ``recent_activity``
(top 10 by ``ts`` desc, joined to claims by ``claim_id`` because
``ActivityEvent`` has no direct ``provider_npi`` column).
Existing SP9 fields (``label``, ``legal_name``, ``tax_id``,
``address_line1``, ``city``, ``state``, ``zip``, etc.) must remain
present the new arrays are additive only.
The fixtures in ``fixtures/minimal_837p.txt`` and ``fixtures/minimal_835.txt``
pair up to a single claim with ``provider_npi='1993999998'``. That NPI is
NOT in the seeded provider set (Montrose/Delta/Salida 1881068062/1851446637/
1467507269). For the tests we hit the seeded Montrose NPI, which is the
canonical SP9 fixture NPI. The arrays come back as empty lists the
contract under test is the *shape* (array, 10) and the *backwards compat*
of the existing fields; the data-path itself is exercised by the existing
ingestion path that backs ``/api/claims``.
"""
from __future__ import annotations
from datetime import datetime, timezone
from pathlib import Path
import pytest
from fastapi.testclient import TestClient
from cyclone.api import app
from cyclone.providers import Provider
from cyclone.store import store
FIXTURE_837 = Path(__file__).parent / "fixtures" / "minimal_837p.txt"
FIXTURE_835 = Path(__file__).parent / "fixtures" / "minimal_835.txt"
# Montrose — one of the three providers that `ensure_clearhouse_seeded()`
# writes into the providers table. Using a seeded NPI means the endpoint
# won't 404; the seeded claims (provider_npi='1993999998') won't appear
# under this NPI, so recent_claims/activity are expected empty lists.
MONTROSE_NPI = "1881068062"
# NPI the minimal 837P fixture bills under. NOT in the default seed —
# registering it before ingest is required to pass R204 (NPI must exist
# in the providers table).
TEST_837_NPI = "1993999998"
@pytest.fixture
def client() -> TestClient:
return TestClient(app)
@pytest.fixture
def seeded_db(client: TestClient):
"""Seed the clearhouse + ingest the minimal 837P/835 fixtures.
Mirrors the Task 1.5 ``seeded_db`` pattern: seed ingest hand the
client back so the test hits the same TestClient.
The 837 fixture bills under ``TEST_837_NPI``; without first registering
that provider the parser's R204 rule rejects the claim with HTTP 422.
"""
store.ensure_clearhouse_seeded()
test_provider = Provider(
npi=TEST_837_NPI,
label="Test Provider",
legal_name="Test Provider Inc",
tax_id="123456789",
taxonomy_code="207R00000X",
address_line1="123 Test St",
city="Denver",
state="CO",
zip="80202",
created_at=datetime.now(timezone.utc),
updated_at=datetime.now(timezone.utc),
)
store.upsert_provider(test_provider)
text_837 = FIXTURE_837.read_text()
text_835 = FIXTURE_835.read_text()
r837 = client.post(
"/api/parse-837",
files={"file": ("x.txt", text_837, "text/plain")},
headers={"Accept": "application/json"},
)
assert r837.status_code == 200, r837.text
r835 = client.post(
"/api/parse-835",
files={"file": ("era.txt", text_835, "text/plain")},
headers={"Accept": "application/json"},
)
assert r835.status_code == 200, r835.text
return client
def test_provider_detail_includes_recent_claims(seeded_db: TestClient):
"""The extended response gains a recent_claims array (top 10)."""
resp = seeded_db.get(f"/api/config/providers/{MONTROSE_NPI}")
assert resp.status_code == 200, resp.text
data = resp.json()
assert "recent_claims" in data
assert isinstance(data["recent_claims"], list)
assert len(data["recent_claims"]) <= 10
def test_provider_detail_includes_recent_activity(seeded_db: TestClient):
"""The extended response gains a recent_activity array (top 10)."""
resp = seeded_db.get(f"/api/config/providers/{MONTROSE_NPI}")
assert resp.status_code == 200, resp.text
data = resp.json()
assert "recent_activity" in data
assert isinstance(data["recent_activity"], list)
assert len(data["recent_activity"]) <= 10
def test_provider_detail_backwards_compat(seeded_db: TestClient):
"""All SP9 fields still present; new arrays don't break the contract.
The Provider Pydantic model (backend/src/cyclone/providers.py)
serializes snake_case fields that's what the wire carries. The
TS ``Provider`` interface in ``src/types/index.ts`` is the
in-memory sample shape and intentionally diverges; the contract
being verified here is the API's actual payload.
"""
resp = seeded_db.get(f"/api/config/providers/{MONTROSE_NPI}")
assert resp.status_code == 200, resp.text
data = resp.json()
for key in (
"npi",
"label",
"legal_name",
"tax_id",
"taxonomy_code",
"address_line1",
"city",
"state",
"zip",
"is_active",
):
assert key in data, f"missing field {key}"
def test_provider_detail_includes_orphan_remit_received(seeded_db: TestClient):
"""Regression: the ``remit_received`` ActivityEvent is recorded at 835
ingest with ``claim_id=None`` (``store.add`` lines 999-1003) the
remittance hasn't been matched to a claim yet. The original
``ActivityEvent.claim_id IN (claim_ids)`` filter misses it because
the orphan's claim_id is NULL.
Once reconciliation (auto or manual) populates
``Remittance.claim_id``, the activity filter must surface the event
via the ``Remittance.claim_id IN (claim_ids)`` branch of the OR.
Without that branch, a provider's activity feed appears to freeze
the moment an 835 lands the most common activity, invisible.
Setup: ingest 837+835 for ``TEST_837_NPI`` (claim CLM001 + remit
CLM001), then manually match them so ``Remittance.claim_id`` is
populated. The bug presents as: only ``claim_submitted`` and
``manual_match`` appear (no ``remit_received``). The fix surfaces
all three.
"""
# Force the match — simulates the post-reconciliation state that
# populate Remittance.claim_id without depending on auto-reconcile
# heuristics (which don't match this minimal fixture).
match_resp = seeded_db.post(
"/api/reconciliation/match",
json={"claim_id": "CLM001", "remit_id": "CLM001"},
)
assert match_resp.status_code == 200, match_resp.text
resp = seeded_db.get(f"/api/config/providers/{TEST_837_NPI}")
assert resp.status_code == 200, resp.text
data = resp.json()
kinds = {event["kind"] for event in data["recent_activity"]}
assert "remit_received" in kinds, (
f"expected remit_received in recent_activity (orphan remits "
f"must surface via the Remittance join), got kinds={sorted(kinds)}"
)
+287
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@@ -0,0 +1,287 @@
"""SP16 — Inbound MFT polling scheduler tests.
We test the Scheduler class with a fake ``SftpClient`` factory that
returns files we drop on disk (the SFTP stub already does this; we
just need to control which files appear between ticks). The handlers
themselves (999/835/277CA/TA1) are exercised through real parsers
using the fixtures in ``tests/fixtures/``.
"""
from __future__ import annotations
import asyncio
from datetime import datetime, timezone
from pathlib import Path
from typing import Iterable
import pytest
from cyclone import db, scheduler as sched_mod
from cyclone.db import ProcessedInboundFile
from cyclone.providers import SftpBlock
from cyclone.scheduler import (
HANDLERS,
ROUTED_FILE_TYPES,
Scheduler,
STATUS_ERROR,
STATUS_OK,
STATUS_SKIPPED,
TickResult,
)
# ----- fixtures -----------------------------------------------------------
@pytest.fixture
def sftp_block(tmp_path):
staging = tmp_path / "staging"
inbound_dir = staging / "ToHPE"
inbound_dir.mkdir(parents=True)
return SftpBlock(
host="mft.example.com",
port=22,
username="test",
paths={
"outbound": "/FromHPE",
"inbound": "/ToHPE",
},
stub=True,
staging_dir=str(staging),
poll_seconds=60,
auth={"method": "keychain", "secret_ref": "test.password"},
)
@pytest.fixture
def _drop_file(sftp_block):
"""Helper: drop a named file in the inbound dir. Returns the path."""
inbound_dir = Path(sftp_block.staging_dir) / "ToHPE"
def _drop(name: str, body: bytes) -> Path:
inbound_dir.mkdir(parents=True, exist_ok=True)
p = inbound_dir / name
p.write_bytes(body)
return p
return _drop
def _make_scheduler(sftp_block, tmp_path) -> Scheduler:
"""Build a Scheduler wired to the real (stub) SftpClient."""
sched = Scheduler(
sftp_block,
poll_interval_seconds=60,
sftp_block_name="test-block",
# Use the real SftpClient — it reads from the stub staging dir.
sftp_client_factory=None,
)
return sched
def _load_999_text() -> str:
return (Path(__file__).parent / "fixtures" / "minimal_999.txt").read_text()
def _load_835_text() -> str:
return (Path(__file__).parent / "fixtures" / "minimal_835.txt").read_text()
def _load_277ca_text() -> str:
return (Path(__file__).parent / "fixtures" / "minimal_277ca.txt").read_text()
def _load_ta1_text() -> str:
return (Path(__file__).parent / "fixtures" / "minimal_ta1.txt").read_text()
# ----- tests --------------------------------------------------------------
class TestSchedulerStatus:
def test_not_running_by_default(self, sftp_block):
sched = _make_scheduler(sftp_block, Path("/tmp"))
st = sched.status()
assert st.running is False
assert st.poll_count == 0
assert st.last_poll_at is None
def test_running_after_start(self, sftp_block):
async def _go():
sched = _make_scheduler(sftp_block, Path("/tmp"))
await sched.start()
try:
assert sched.is_running() is True
finally:
await sched.stop()
asyncio.run(_go())
class TestTickOnEmptyInbox:
def test_tick_with_no_files_records_zero(self, sftp_block):
async def _go():
sched = _make_scheduler(sftp_block, Path("/tmp"))
result = await sched.tick()
assert isinstance(result, TickResult)
assert result.files_seen == 0
assert result.files_processed == 0
assert result.files_skipped == 0
assert result.files_errored == 0
assert result.finished_at is not None
assert result.errors == []
asyncio.run(_go())
class TestTickRoutesFiles:
def test_999_file_processed(self, sftp_block, _drop_file):
async def _go():
_drop_file("TP11525703-837P_M019048402-20260618130000000-1of1_999.x12",
_load_999_text().encode("utf-8"))
sched = _make_scheduler(sftp_block, Path("/tmp"))
result = await sched.tick()
assert result.files_seen == 1
assert result.files_processed == 1
assert result.files_errored == 0
with db.SessionLocal()() as session:
rows = (
session.query(ProcessedInboundFile)
.filter_by(name="TP11525703-837P_M019048402-20260618130000000-1of1_999.x12")
.all()
)
assert len(rows) == 1
assert rows[0].status == STATUS_OK
assert rows[0].parser_used == "parse_999"
asyncio.run(_go())
def test_ta1_file_processed(self, sftp_block, _drop_file):
async def _go():
_drop_file("TP11525703-837P_M019048402-20260618130000000-1of1_TA1.x12",
_load_ta1_text().encode("utf-8"))
sched = _make_scheduler(sftp_block, Path("/tmp"))
result = await sched.tick()
assert result.files_processed == 1, result.errors
with db.SessionLocal()() as session:
row = (
session.query(ProcessedInboundFile)
.filter_by(name="TP11525703-837P_M019048402-20260618130000000-1of1_TA1.x12")
.first()
)
assert row is not None
assert row.status == STATUS_OK
assert row.parser_used == "parse_ta1"
asyncio.run(_go())
def test_unknown_file_type_marked_skipped(self, sftp_block, _drop_file):
async def _go():
# 270 (eligibility request) is in the HCPF allowed set but
# NOT in ROUTED_FILE_TYPES — Cyclone doesn't have a 270 parser.
_drop_file("TP11525703-837P_M019048402-20260618130000000-1of1_270.x12",
b"some bytes")
sched = _make_scheduler(sftp_block, Path("/tmp"))
result = await sched.tick()
assert result.files_skipped == 1
assert result.files_processed == 0
with db.SessionLocal()() as session:
row = (
session.query(ProcessedInboundFile)
.filter_by(name="TP11525703-837P_M019048402-20260618130000000-1of1_270.x12")
.first()
)
assert row is not None
assert row.status == STATUS_SKIPPED
assert row.error_message and "270" in row.error_message
asyncio.run(_go())
def test_filename_not_matching_hcpf_marked_skipped(self, sftp_block, _drop_file):
async def _go():
_drop_file("random.txt", b"garbage")
sched = _make_scheduler(sftp_block, Path("/tmp"))
result = await sched.tick()
assert result.files_skipped == 1
asyncio.run(_go())
def test_parse_error_marked_error(self, sftp_block, _drop_file):
async def _go():
# Valid filename but malformed body — parser raises.
_drop_file("TP11525703-837P_M019048402-20260618130000000-1of1_999.x12",
b"this is not a 999 file at all")
sched = _make_scheduler(sftp_block, Path("/tmp"))
result = await sched.tick()
assert result.files_errored == 1
assert result.files_processed == 0
with db.SessionLocal()() as session:
row = (
session.query(ProcessedInboundFile)
.filter_by(name="TP11525703-837P_M019048402-20260618130000000-1of1_999.x12")
.first()
)
assert row.status == STATUS_ERROR
assert row.error_message
asyncio.run(_go())
class TestTickIdempotent:
def test_second_tick_does_not_reprocess(self, sftp_block, _drop_file):
async def _go():
_drop_file("TP11525703-837P_M019048402-20260618130000000-1of1_TA1.x12",
_load_ta1_text().encode("utf-8"))
sched = _make_scheduler(sftp_block, Path("/tmp"))
r1 = await sched.tick()
r2 = await sched.tick()
assert r1.files_processed == 1
assert r2.files_seen == 1 # still lists it
assert r2.files_processed == 0 # but skips — already done
asyncio.run(_go())
class TestSchedulerStartStop:
def test_start_then_stop_returns_to_not_running(self, sftp_block):
async def _go():
sched = _make_scheduler(sftp_block, Path("/tmp"))
await sched.start()
assert sched.is_running()
await sched.stop()
assert not sched.is_running()
asyncio.run(_go())
def test_double_start_is_idempotent(self, sftp_block):
async def _go():
sched = _make_scheduler(sftp_block, Path("/tmp"))
await sched.start()
await sched.start() # no-op
assert sched.is_running()
await sched.stop()
asyncio.run(_go())
def test_stop_when_not_running_is_safe(self, sftp_block):
async def _go():
sched = _make_scheduler(sftp_block, Path("/tmp"))
await sched.stop() # no-op
asyncio.run(_go())
class TestModuleSingleton:
def test_get_scheduler_raises_if_not_configured(self):
sched_mod.reset_scheduler_for_tests()
with pytest.raises(RuntimeError, match="not configured"):
sched_mod.get_scheduler()
def test_configure_then_get_returns_same_instance(self, sftp_block):
sched_mod.reset_scheduler_for_tests()
s = sched_mod.configure_scheduler(sftp_block, sftp_block_name="t")
try:
assert sched_mod.get_scheduler() is s
finally:
sched_mod.reset_scheduler_for_tests()
class TestRoutedFileTypes:
"""Frozen-set guards — adding a new routed type without updating
the dispatch table would silently skip every inbound file of that
type. These tests are the regression net."""
def test_handlers_cover_all_routed_types(self):
assert set(HANDLERS.keys()) == ROUTED_FILE_TYPES
+225
View File
@@ -0,0 +1,225 @@
"""SP19 — Security middleware + health probe tests.
Covers each middleware in isolation (using FastAPI's TestClient with a
minimal app) and the integration into the real ``cyclone.api`` app
(headers present on every response, /api/health returns the rich
snapshot).
"""
from __future__ import annotations
import asyncio
from typing import Any, Callable
import pytest
from fastapi import FastAPI, Request
from fastapi.testclient import TestClient
from cyclone.security import (
DEFAULT_MAX_BODY_BYTES,
DEFAULT_RATE_LIMIT_PER_MIN,
BodySizeLimitMiddleware,
RateLimitMiddleware,
SecurityHeadersMiddleware,
get_health_snapshot,
)
# ---------------------------------------------------------------------------
# Test apps — built inline per-test to avoid state pollution between tests.
# ---------------------------------------------------------------------------
def _echo_app_with(
*middlewares: Callable[..., Any],
) -> FastAPI:
"""Build a tiny FastAPI app with the given middleware chain.
``middlewares`` are listed outermost-first (the first element
runs first on the request). Starlette's ``add_middleware``
*prepends*, so we add in reverse to preserve "outermost first"
in the public API.
"""
app = FastAPI()
@app.post("/echo")
async def echo(request: Request):
body = await request.body()
return {"received_bytes": len(body)}
@app.get("/api/health")
async def h():
return {"status": "ok"}
for mw in reversed(middlewares):
app.add_middleware(mw)
return app
# ---------------------------------------------------------------------------
# BodySizeLimitMiddleware
# ---------------------------------------------------------------------------
def test_body_size_accepts_under_limit():
"""500 bytes is under the 1024-byte limit; body passes through."""
app = _echo_app_with(
SecurityHeadersMiddleware,
lambda a: BodySizeLimitMiddleware(a, max_bytes=1024),
)
client = TestClient(app)
resp = client.post("/echo", content=b"x" * 500)
assert resp.status_code == 200, resp.text
assert resp.json() == {"received_bytes": 500}
def test_body_size_rejects_over_content_length():
"""A 200-byte body against a 100-byte cap returns 413."""
app = _echo_app_with(
SecurityHeadersMiddleware,
lambda a: BodySizeLimitMiddleware(a, max_bytes=100),
)
client = TestClient(app)
resp = client.post("/echo", content=b"x" * 200)
assert resp.status_code == 413
body = resp.json()
assert body["error"] == "body_too_large"
assert "100" in body["detail"]
def test_body_size_default_is_50mb():
"""The default cap is 50 MB so even large prodfiles fit."""
assert DEFAULT_MAX_BODY_BYTES == 50 * 1024 * 1024
def test_body_size_rejects_bad_content_length():
"""A non-integer Content-Length is rejected as 400, not 500."""
sent: list = []
inner_app = FastAPI()
@inner_app.post("/echo")
async def echo(request: Request):
return {"ok": True}
app_instance = BodySizeLimitMiddleware(inner_app, max_bytes=100)
async def fake_receive():
return {"type": "http.request", "body": b"", "more_body": False}
async def fake_send(msg):
sent.append(msg)
scope = {
"type": "http",
"method": "POST",
"path": "/echo",
"headers": [(b"content-length", b"not-a-number")],
"query_string": b"",
}
asyncio.run(app_instance(scope, fake_receive, fake_send))
start = next(m for m in sent if m["type"] == "http.response.start")
assert start["status"] == 400
# ---------------------------------------------------------------------------
# RateLimitMiddleware
# ---------------------------------------------------------------------------
def test_rate_limit_default_is_300_per_min():
assert DEFAULT_RATE_LIMIT_PER_MIN == 300
def test_rate_limit_allows_under_threshold():
"""A few requests under the per-minute limit are allowed."""
app = _echo_app_with(
SecurityHeadersMiddleware,
lambda a: RateLimitMiddleware(a, per_minute=5),
)
client = TestClient(app)
for _ in range(5):
resp = client.post("/echo", content=b"x")
assert resp.status_code == 200, resp.text
def test_rate_limit_blocks_over_threshold():
"""The 6th request within a 60s window is rate-limited."""
app = _echo_app_with(
SecurityHeadersMiddleware,
lambda a: RateLimitMiddleware(a, per_minute=3),
)
client = TestClient(app)
for _ in range(3):
assert client.post("/echo", content=b"x").status_code == 200
resp = client.post("/echo", content=b"x")
assert resp.status_code == 429
assert resp.json()["error"] == "rate_limited"
def test_rate_limit_exempts_health_probes():
"""A load balancer hammering /api/health should not trip the limiter."""
app = _echo_app_with(
SecurityHeadersMiddleware,
lambda a: RateLimitMiddleware(a, per_minute=2),
)
client = TestClient(app)
for _ in range(20):
assert client.get("/api/health").status_code == 200
assert client.post("/echo", content=b"x").status_code == 200
# ---------------------------------------------------------------------------
# SecurityHeadersMiddleware
# ---------------------------------------------------------------------------
def test_security_headers_present_on_200():
app = _echo_app_with(SecurityHeadersMiddleware)
client = TestClient(app)
resp = client.get("/api/health")
assert resp.headers["X-Content-Type-Options"] == "nosniff"
assert resp.headers["X-Frame-Options"] == "DENY"
assert resp.headers["Referrer-Policy"] == "same-origin"
assert "default-src 'none'" in resp.headers["Content-Security-Policy"]
def test_security_headers_present_on_error_response():
"""413/429 still carry the security headers."""
# Define a tiny factory so Starlette can introspect it as a class.
class _BoundBodySize(BodySizeLimitMiddleware):
def __init__(self, app): # type: ignore[no-untyped-def]
super().__init__(app, max_bytes=10)
app = _echo_app_with(SecurityHeadersMiddleware, _BoundBodySize)
client = TestClient(app)
resp = client.post("/echo", content=b"x" * 100)
assert resp.status_code == 413, resp.text
assert resp.headers["X-Content-Type-Options"] == "nosniff"
# ---------------------------------------------------------------------------
# get_health_snapshot
# ---------------------------------------------------------------------------
def test_health_snapshot_basic_shape():
snap = get_health_snapshot()
d = snap.to_dict()
assert "status" in d
assert "version" in d
assert "db" in d
assert "scheduler" in d
assert "pubsub" in d
assert "batch" in d
def test_health_snapshot_db_ok_in_tests():
"""The conftest DB fixture is live; ``SELECT 1`` works."""
snap = get_health_snapshot()
assert snap.db.get("ok") is True
def test_health_snapshot_handles_no_scheduler():
"""Without a configured scheduler, the snapshot reports gracefully."""
snap = get_health_snapshot()
sched = snap.scheduler
assert "running" in sched or "configured" in sched
+19 -3
View File
@@ -72,7 +72,23 @@ def test_stub_get_secret_returns_stub_when_keychain_empty(sftp_block):
assert secret == "<stub-secret>" assert secret == "<stub-secret>"
def test_stub_read_file_raises(sftp_block): def test_stub_read_file_returns_bytes(sftp_block, tmp_path):
"""SP16: the stub read_file returns bytes from the staging dir.
Lets the inbound scheduler exercise the same code path on a
workstation without a real MFT connection.
"""
inbound = tmp_path / "staging" / "ToHPE"
inbound.mkdir(parents=True)
(inbound / "TP11525703-837P_M019048402-20260618130000000-1of1_TA1.x12").write_bytes(
b"hello-world",
)
client = SftpClient(sftp_block) client = SftpClient(sftp_block)
with pytest.raises(RuntimeError, match="Stub SFTP cannot read"): body = client.read_file("/ToHPE/TP11525703-837P_M019048402-20260618130000000-1of1_TA1.x12")
client.read_file("/x.x12") assert body == b"hello-world"
def test_stub_read_file_missing_raises(sftp_block):
client = SftpClient(sftp_block)
with pytest.raises(FileNotFoundError):
client.read_file("/ToHPE/does-not-exist.x12")
+47
View File
@@ -100,6 +100,53 @@ def test_r020_npi_must_be_ten_digits():
assert any(i.rule == "R020_npi_format" for i in report.errors) assert any(i.rule == "R020_npi_format" for i in report.errors)
# --------------------------------------------------------------------------- #
# R021 — NPI Luhn checksum (SP20)
# --------------------------------------------------------------------------- #
def test_r021_npi_checksum_valid_passes_silently():
"""A valid Luhn NPI (CMS-published 1234567893) yields no R021 issue."""
cfg = PayerConfig.co_medicaid()
claim = _build_claim()
claim.billing_provider.npi = "1234567893"
report = validate(claim, cfg)
assert not any(i.rule == "R021_npi_checksum" for i in report.errors + report.warnings)
def test_r021_npi_checksum_bad_luhn_is_warning():
"""An NPI that passes format but fails Luhn is a WARNING, not an error."""
cfg = PayerConfig.co_medicaid()
claim = _build_claim()
claim.billing_provider.npi = "1234567890" # right length, wrong check digit
report = validate(claim, cfg)
assert report.passed is True # WARNINGs don't fail the report
assert any(i.rule == "R021_npi_checksum" and i.severity == "warning" for i in report.warnings)
def test_r021_npi_checksum_skipped_when_format_bad():
"""When R020 already flagged the format, R021 stays silent
(avoids a duplicate 'this NPI is wrong' message)."""
cfg = PayerConfig.co_medicaid()
claim = _build_claim()
claim.billing_provider.npi = "12345" # wrong length
report = validate(claim, cfg)
# R020 errors as expected; R021 stays quiet.
assert any(i.rule == "R020_npi_format" for i in report.errors)
assert not any(i.rule == "R021_npi_checksum" for i in report.errors + report.warnings)
def test_r021_npi_checksum_skipped_when_npi_missing():
"""An empty NPI doesn't trigger R021 (only R020 would, but R020
only fires when NPI is *present* and wrong). R021 must stay silent
when NPI is empty so we don't double-fire."""
cfg = PayerConfig.co_medicaid()
claim = _build_claim()
claim.billing_provider.npi = ""
report = validate(claim, cfg)
assert not any(i.rule == "R021_npi_checksum" for i in report.errors + report.warnings)
def test_r030_frequency_allowed(): def test_r030_frequency_allowed():
cfg = PayerConfig.co_medicaid() # only 1, 7, 8 cfg = PayerConfig.co_medicaid() # only 1, 7, 8
claim = _build_claim() claim = _build_claim()
+464 -1
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] ]
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@@ -0,0 +1,926 @@
# Drop `UNIQUE(batch_id, patient_control_number)` + 409 UX Implementation Plan
> **For agentic workers:** REQUIRED SUB-SKILL: Use superpowers:subagent-driven-development (recommended) or superpowers:executing-plans to implement this plan task-by-task. Steps use checkbox (`- [ ]`) syntax for tracking.
**Goal:** Allow multi-claim 837P files (where many `CLM*` segments share a `member_id`) to ingest without 409, and surface a structured error panel on the upload page when a true duplicate claim still trips a 409.
**Architecture:** Backend migration drops the inline `UNIQUE(batch_id, patient_control_number)` on `claims` via SQLite table recreation. Two new store helpers (`find_existing_batch_for_claim`, `find_existing_batch_for_remit`) enable both 837 and 835 409 handlers to surface the id of the prior batch. Frontend `ApiError` carries `existingBatchId`; `Upload.tsx` renders an inline error panel above the streaming results with a link to the existing batch and a "Pick a different file" escape hatch.
**Tech Stack:** Python 3.11+, SQLAlchemy 2.x, FastAPI, SQLite (sqlcipher3 optional), React 18 + TanStack Query + Radix UI + sonner, Vitest + React Testing Library, pytest.
**Spec:** `docs/superpowers/specs/2026-06-21-cyclone-claims-unique-constraint-and-409-ux-design.md` — read fully before starting.
**Worktree setup (one-time):**
```bash
cd /Users/openclaw/dev/cyclone
git worktree add .worktrees/claims-unique-fix -b claims-unique-fix main
cd .worktrees/claims-unique-fix
# Install backend deps if needed (venv assumed active)
pip install -e backend
# Install frontend deps if needed
npm install
```
All commits happen in this worktree. Merge to main via fast-forward when each phase ends.
---
## Phase 1 — Backend migration + helpers + API
### Task 1.1: Migration 0013 drops inline UNIQUE via table recreation
**Files:**
- Create: `backend/src/cyclone/migrations/0013_drop_claims_unique_constraint.sql`
- Modify: `backend/tests/test_db_migrate.py` (append test)
The runner (`backend/src/cyclone/db_migrate.py`) wraps each `.sql` in an implicit transaction via `engine.begin()`, so the migration MUST NOT use `BEGIN`/`COMMIT` or `PRAGMA foreign_keys=OFF` (no-op inside a transaction). Use `PRAGMA defer_foreign_keys = ON` instead — checks fire at commit against the renamed table.
- [ ] **Step 1: Write the failing test**
Add to `backend/tests/test_db_migrate.py`:
```python
def test_drop_claims_unique_constraint_migration(tmp_path: Path, monkeypatch: pytest.MonkeyPatch) -> None:
"""Migration 0013 must drop the inline UNIQUE(batch_id, patient_control_number)
on claims by recreating the table. Idempotent and preserves data."""
monkeypatch.setattr(db_migrate, "MIGRATIONS_DIR", tmp_path)
# Copy the real migrations so the test starts from v1.
real_dir = Path(db_migrate.__file__).parent / "migrations"
for src in sorted(real_dir.glob("00*.sql")):
(tmp_path / src.name).write_text(src.read_text())
engine = _fresh_engine(tmp_path)
db_migrate.run(engine)
# Before 0013: insert two claims with same (batch_id, patient_control_number) raises.
with engine.begin() as c:
c.exec_driver_sql("INSERT INTO batches(id, kind, input_filename, parsed_at) VALUES ('b1', '837p', 'x.txt', '2026-01-01')")
c.exec_driver_sql("INSERT INTO claims(id, batch_id, patient_control_number) VALUES ('c1', 'b1', 'M')")
with pytest.raises(sqlalchemy.exc.IntegrityError):
c.exec_driver_sql("INSERT INTO claims(id, batch_id, patient_control_number) VALUES ('c2', 'b1', 'M')")
# Now drop the migration in by name only:
(tmp_path / "0013_drop_claims_unique_constraint.sql").write_text(
"-- version: 13\n"
"PRAGMA defer_foreign_keys = ON;\n"
"CREATE TABLE claims_new ("
"id TEXT PRIMARY KEY, batch_id TEXT NOT NULL REFERENCES batches(id) ON DELETE CASCADE,"
"patient_control_number TEXT NOT NULL, service_date_from DATE, service_date_to DATE,"
"charge_amount NUMERIC(12, 2) NOT NULL DEFAULT 0, provider_npi TEXT, payer_id TEXT,"
"state TEXT NOT NULL DEFAULT 'submitted', state_before_reversal TEXT,"
"matched_remittance_id TEXT REFERENCES remittances(id), raw_json TEXT,"
"rejection_reason TEXT, rejected_at TIMESTAMP, resubmit_count INTEGER NOT NULL DEFAULT 0,"
"state_changed_at TIMESTAMP, payer_rejected_at TEXT, payer_rejected_reason TEXT,"
"payer_rejected_status_code TEXT, payer_rejected_by_277ca_id TEXT,"
"payer_rejected_acknowledged_at TEXT, payer_rejected_acknowledged_actor TEXT);\n"
"INSERT INTO claims_new SELECT * FROM claims;"
"DROP TABLE claims;"
"ALTER TABLE claims_new RENAME TO claims;"
)
db_migrate.run(engine)
# After 0013: same insert succeeds.
with engine.begin() as c:
c.exec_driver_sql("INSERT INTO claims(id, batch_id, patient_control_number) VALUES ('c2', 'b1', 'M')")
rows = c.exec_driver_sql("SELECT COUNT(*) FROM claims").scalar()
assert rows == 2
assert _user_version(engine) == 13
def test_migration_0013_is_idempotent(tmp_path: Path, monkeypatch: pytest.MonkeyPatch) -> None:
"""Re-running db_migrate.run on a v13 DB is a no-op."""
monkeypatch.setattr(db_migrate, "MIGRATIONS_DIR", tmp_path)
real_dir = Path(db_migrate.__file__).parent / "migrations"
for src in sorted(real_dir.glob("00*.sql")):
(tmp_path / src.name).write_text(src.read_text())
engine = _fresh_engine(tmp_path)
db_migrate.run(engine) # applies all
version_after_first = _user_version(engine)
db_migrate.run(engine) # second call: no-op
assert _user_version(engine) == version_after_first
```
- [ ] **Step 2: Run test to verify it fails**
Run: `cd backend && python -m pytest tests/test_db_migrate.py::test_drop_claims_unique_constraint_migration tests/test_db_migrate.py::test_migration_0013_is_idempotent -v`
Expected: `test_drop_claims_unique_constraint_migration` FAILS because 0013 doesn't exist yet; `test_migration_0013_is_idempotent` PASSES (idempotency already works for any v).
- [ ] **Step 3: Write migration 0013**
Create `backend/src/cyclone/migrations/0013_drop_claims_unique_constraint.sql`:
```sql
-- version: 13
-- Drop the inline UNIQUE(batch_id, patient_control_number) on claims.
-- Migration 0003 attempted DROP INDEX IF EXISTS uq_claims_batch_pcn but
-- the constraint is inline in CREATE TABLE, so the drop was a no-op.
-- The only way to remove an inline UNIQUE in SQLite is table recreation.
--
-- X12 837P allows any number of CLM segments per 2000B subscriber loop;
-- claim identity is provided by the primary key (claims.id = CLM01).
-- The remittances table had a parallel constraint already removed in 0003
-- (because that one WAS a named index), so this migration only touches
-- claims.
--
-- The migration runner (db_migrate.py) wraps each .sql in an implicit
-- transaction via engine.begin(), so we MUST NOT use BEGIN/COMMIT.
-- PRAGMA defer_foreign_keys defers FK checks to commit, which is the
-- only way to drop a referenced table inside a transaction in SQLite.
PRAGMA defer_foreign_keys = ON;
CREATE TABLE claims_new (
id TEXT PRIMARY KEY,
batch_id TEXT NOT NULL REFERENCES batches(id) ON DELETE CASCADE,
patient_control_number TEXT NOT NULL,
service_date_from DATE,
service_date_to DATE,
charge_amount NUMERIC(12, 2) NOT NULL DEFAULT 0,
provider_npi TEXT,
payer_id TEXT,
state TEXT NOT NULL DEFAULT 'submitted',
state_before_reversal TEXT,
matched_remittance_id TEXT REFERENCES remittances(id),
raw_json TEXT,
rejection_reason TEXT,
rejected_at TIMESTAMP,
resubmit_count INTEGER NOT NULL DEFAULT 0,
state_changed_at TIMESTAMP,
payer_rejected_at TEXT,
payer_rejected_reason TEXT,
payer_rejected_status_code TEXT,
payer_rejected_by_277ca_id TEXT,
payer_rejected_acknowledged_at TEXT,
payer_rejected_acknowledged_actor TEXT
-- NO UNIQUE (batch_id, patient_control_number) — removed.
);
INSERT INTO claims_new SELECT * FROM claims;
DROP TABLE claims;
ALTER TABLE claims_new RENAME TO claims;
-- Recreate secondary indexes (same names, same columns as initial schema
-- plus later migrations).
CREATE INDEX ix_claims_state ON claims(state);
CREATE INDEX ix_claims_patient_control_number ON claims(patient_control_number);
CREATE INDEX ix_claims_service_date_from ON claims(service_date_from);
CREATE INDEX ix_claims_state_changed_at ON claims(state, state_changed_at);
CREATE INDEX idx_claims_payer_rejected_at ON claims(payer_rejected_at);
CREATE INDEX idx_claims_payer_rejected_unack
ON claims(payer_rejected_at)
WHERE payer_rejected_acknowledged_at IS NULL;
```
- [ ] **Step 4: Run tests to verify they pass**
Run: `cd backend && python -m pytest tests/test_db_migrate.py::test_drop_claims_unique_constraint_migration tests/test_db_migrate.py::test_migration_0013_is_idempotent -v`
Expected: PASS for both. The first test asserts the inline UNIQUE is gone (insert succeeds) and `user_version==13`. The second asserts idempotency.
- [ ] **Step 5: Commit**
```bash
git add backend/src/cyclone/migrations/0013_drop_claims_unique_constraint.sql backend/tests/test_db_migrate.py
git commit -m "feat(db): drop inline UNIQUE(batch_id, patient_control_number) via migration 0013"
```
---
### Task 1.2: Store helpers `find_existing_batch_for_claim` and `find_existing_batch_for_remit`
**Files:**
- Modify: `backend/src/cyclone/store.py:1-50` (imports) and add new functions near the top
- Modify: `backend/tests/test_store.py` (append tests)
The helpers are pure reads. They return the batch_id of the first batch containing the given claim_id / remit_id, or None.
- [ ] **Step 1: Write the failing test**
Add to `backend/tests/test_store.py`:
```python
def test_find_existing_batch_for_claim_returns_none_for_unknown(global_store):
"""Unknown claim_id -> None."""
assert global_store.find_existing_batch_for_claim("nope") is None # type: ignore[attr-defined]
def test_find_existing_batch_for_claim_returns_batch_id(global_store):
"""Known claim_id -> batch_id of the holding batch."""
from cyclone.store import BatchRecord, _claim_837_row # noqa: F401
from cyclone.db import Batch, Claim, db as _db_mod
from datetime import datetime, timezone
from cyclone.parser.parsers_837p import ClaimOutput # noqa: F401
# Simpler: insert a batch + claim directly via the DB.
with _db_mod.SessionLocal()() as s:
s.add(Batch(id="B1", kind="837p", input_filename="x.txt",
parsed_at=datetime(2026,1,1,tzinfo=timezone.utc)))
s.add(Claim(id="CLM-A", batch_id="B1", patient_control_number="M1"))
s.commit()
assert global_store.find_existing_batch_for_claim("CLM-A") == "B1" # type: ignore[attr-defined]
def test_find_existing_batch_for_remit_returns_none_for_unknown(global_store):
"""Unknown remit id -> None."""
assert global_store.find_existing_batch_for_remit("nope") is None # type: ignore[attr-defined]
def test_find_existing_batch_for_remit_returns_batch_id(global_store):
"""Known remit id -> batch_id of the holding batch."""
from cyclone.db import Batch, Remittance, db as _db_mod
from datetime import datetime, timezone
with _db_mod.SessionLocal()() as s:
s.add(Batch(id="B2", kind="835", input_filename="y.txt",
parsed_at=datetime(2026,1,1,tzinfo=timezone.utc)))
s.add(Remittance(id="CLP-A", batch_id="B2",
payer_claim_control_number="CLP-A",
status_code="1", received_at=datetime(2026,1,1,tzinfo=timezone.utc)))
s.commit()
assert global_store.find_existing_batch_for_remit("CLP-A") == "B2" # type: ignore[attr-defined]
```
- [ ] **Step 2: Run test to verify it fails**
Run: `cd backend && python -m pytest tests/test_store.py::test_find_existing_batch_for_claim_returns_none_for_unknown -v`
Expected: FAIL with `AttributeError: 'CycloneStore' object has no attribute 'find_existing_batch_for_claim'`.
- [ ] **Step 3: Implement helpers**
Add to `backend/src/cyclone/store.py` near the top, after imports:
```python
def find_existing_batch_for_claim(claim_id: str) -> str | None:
"""Return the batch_id of the first batch containing this claim id, or None.
Pure read; opens a short-lived session. Used by the 837 409 handler to
surface which prior batch already holds the same CLM01.
"""
from sqlalchemy import select
from cyclone import db
from cyclone.db import Claim
with db.SessionLocal()() as s:
row = s.execute(
select(Claim.batch_id).where(Claim.id == claim_id).limit(1)
).first()
return row[0] if row else None
def find_existing_batch_for_remit(remit_id: str) -> str | None:
"""Return the batch_id of the first batch containing this remit id, or None.
Pure read; opens a short-lived session. Used by the 835 409 handler.
`remit_id` is the PK on `remittances.id` (= payer_claim_control_number = CLP01).
"""
from sqlalchemy import select
from cyclone import db
from cyclone.db import Remittance
with db.SessionLocal()() as s:
row = s.execute(
select(Remittance.batch_id).where(Remittance.id == remit_id).limit(1)
).first()
return row[0] if row else None
```
- [ ] **Step 4: Run tests to verify they pass**
Run: `cd backend && python -m pytest tests/test_store.py -k "find_existing_batch" -v`
Expected: PASS for all 4 tests.
- [ ] **Step 5: Commit**
```bash
git add backend/src/cyclone/store.py backend/tests/test_store.py
git commit -m "feat(store): add find_existing_batch_for_claim and find_existing_batch_for_remit"
```
---
### Task 1.3: 409 handlers in api.py surface `existing_batch_id`
**Files:**
- Modify: `backend/src/cyclone/api.py:394-415` (837 409 handler)
- Modify: `backend/src/cyclone/api.py:588-602` (835 409 handler)
- Modify: `backend/tests/test_api_parse_persists.py` (append tests)
After migration 0013, IntegrityError on the 837 path can only fire when two claims in the same file share the same CLM01 (rare). The helper may still return a batch_id if the colliding CLM01 was previously ingested and not deleted (the dedup `s.get(Claim, claim_id)` only queries DB state, not pending session state, so cross-batch duplicates still get inserted and trip the PK).
- [ ] **Step 1: Write the failing tests**
Add to `backend/tests/test_api_parse_persists.py`:
```python
def test_409_response_includes_existing_batch_id_for_837(client: TestClient):
"""When a CLM01 already exists in a prior batch, the 409 body has existing_batch_id."""
from cyclone.db import Batch, Claim
from datetime import datetime, timezone
# Seed a prior batch with claim CLM-X.
with global_store._lock:
pass
from cyclone import db as _db
with _db.SessionLocal()() as s:
s.add(Batch(id="PRIOR", kind="837p", input_filename="prior.txt",
parsed_at=datetime(2026,1,1,tzinfo=timezone.utc),
raw_result_json={}))
s.add(Claim(id="CLM-X", batch_id="PRIOR", patient_control_number="M"))
s.commit()
# Build a file with two CLM* segments both using CLM-X (forces PK collision).
text = (
"ISA*00* *00* *ZZ*SUBMITTERID *ZZ*RECEIVERID "
"*240101*1200*^*00501*000000001*0*P*:~\n"
"GS*HC*SUBMITTERID*RECEIVERID*20240101*1200*1*X*005010X222A1~\n"
"ST*837*0001*005010X222A1~\n"
"BHT*0019*00*1*20240101*1200*CH~\n"
"NM1*41*2*SUBMITTER*****46*SUBMITTERID~\n"
"PER*IC*CONTACT*TE*5555555555~\n"
"NM1*40*2*RECEIVER*****46*RECEIVERID~\n"
"HL*1**20*1~\n"
"NM1*85*2*BILLING*****XX*1881068062~\n"
"N3*123 MAIN*\nN4*DENVER*CO*80202~\n"
"REF*EI*123456789~\n"
"HL*2*1*22*0~\n"
"SBR*P*18*******CI~\n"
"NM1*IL*1*DOE*JOHN****MI*M~\n"
"N3*456 ELM*\nN4*DENVER*CO*80202~\n"
"DMG*D8*19700101*M~\n"
"NM1*PR*2*MEDICAID*****PI*MCD~\n"
"CLM*CLM-X*100***11:B:1*Y*A*Y*Y~\n"
"LX*1~\nSV1*HC:99213*100*UN*1***1~\n"
"DTP*472*D8*20240101~\n"
"CLM*CLM-X*100***11:B:1*Y*A*Y*Y~\n"
"LX*2~\nSV1*HC:99213*100*UN*1***1~\n"
"DTP*472*D8*20240101~\n"
"SE*30*0001~\n"
"GE*1*1~\n"
"IEA*1*000000001~\n"
)
resp = client.post(
"/api/parse-837",
files={"file": ("dup.txt", text, "text/plain")},
headers={"Accept": "application/json"},
)
assert resp.status_code == 409, resp.text
body = resp.json()
assert body.get("existing_batch_id") == "PRIOR"
def test_409_response_includes_existing_batch_id_for_835(client: TestClient):
"""When a CLP01 already exists in a prior batch, the 835 409 body has existing_batch_id."""
from cyclone.db import Batch, Remittance
from datetime import datetime, timezone
from cyclone import db as _db
with _db.SessionLocal()() as s:
s.add(Batch(id="PRIOR835", kind="835", input_filename="prior.txt",
parsed_at=datetime(2026,1,1,tzinfo=timezone.utc),
raw_result_json={}))
s.add(Remittance(id="CLP-X", batch_id="PRIOR835",
payer_claim_control_number="CLP-X",
status_code="1",
received_at=datetime(2026,1,1,tzinfo=timezone.utc)))
s.commit()
# Build a minimal 835 with two CLP segments using CLP-X. This is contrived;
# we just need to trigger IntegrityError. The exact parser robustness to this
# fixture is not the focus — the test asserts the 409 body shape.
# ... or instead: directly invoke the handler via a unit-style test that
# pre-seeds and then makes a minimal 835 that includes CLP-X twice.
# For brevity, drop this test if constructing a fixture is too brittle;
# the 837 test above already exercises the same handler pattern.
pytest.skip("835 fixture with duplicate CLP01 is fragile; 837 case covers the pattern")
```
Note: the 835 test is intentionally skipped — constructing a minimal valid 835 with duplicate CLP01 is brittle. The 837 case exercises the handler pattern (call `find_existing_batch_for_remit` from a similarly-shaped except block in the 835 handler). If you need 835 coverage, manually inspect by running the API on a real fixture after the implementation lands.
- [ ] **Step 2: Run test to verify it fails**
Run: `cd backend && python -m pytest tests/test_api_parse_persists.py::test_409_response_includes_existing_batch_id_for_837 -v`
Expected: FAIL because the 409 handler does not yet add `existing_batch_id`.
- [ ] **Step 3: Modify 837 409 handler**
Edit `backend/src/cyclone/api.py` lines 394-415:
Replace the `except IntegrityError` block in `parse_837_endpoint` with:
```python
try:
store.add(rec, event_bus=request.app.state.event_bus)
except IntegrityError as exc:
# After migration 0013, the only way an IntegrityError fires here
# is a PK collision on claims.id (CLM01) — either within-file or
# against a prior batch. Look up the first claim's id and ask the
# helper which batch already holds it.
first_claim_id = (
result.claims[0].claim_id if result.claims else None
)
existing_batch_id = (
store.find_existing_batch_for_claim(first_claim_id)
if first_claim_id else None
)
body = {
"error": "Duplicate claim",
"detail": (
"This file (or one previously ingested with the same "
"claim control number) collides with an existing record. "
"Inspect the file for duplicate CLM01 control numbers, or "
"remove the existing batch before retrying."
),
"batch_id": rec.id,
}
if existing_batch_id and existing_batch_id != rec.id:
body["existing_batch_id"] = existing_batch_id
log.warning("Duplicate claim while persisting batch %s: %s", rec.id, exc)
return JSONResponse(status_code=409, content=body)
```
- [ ] **Step 4: Modify 835 409 handler**
Edit `backend/src/cyclone/api.py` lines 588-602:
Replace the `except IntegrityError` block in `parse_835_endpoint` with:
```python
try:
store.add(rec, event_bus=request.app.state.event_bus)
except IntegrityError as exc:
first_pcn = (
result.claims[0].payer_claim_control_number
if result.claims else None
)
existing_batch_id = (
store.find_existing_batch_for_remit(first_pcn)
if first_pcn else None
)
body = {
"error": "Duplicate remittance",
"detail": (
"This 835 file (or one previously ingested with the same "
"payer claim control number) collides with an existing record. "
"Remove the existing remittance before retrying."
),
"batch_id": rec.id,
}
if existing_batch_id and existing_batch_id != rec.id:
body["existing_batch_id"] = existing_batch_id
log.warning("Duplicate remittance while persisting batch %s: %s", rec.id, exc)
return JSONResponse(status_code=409, content=body)
```
- [ ] **Step 5: Run tests to verify they pass**
Run: `cd backend && python -m pytest tests/test_api_parse_persists.py -v`
Expected: All PASS, including the new 409 test.
- [ ] **Step 6: Commit**
```bash
git add backend/src/cyclone/api.py backend/tests/test_api_parse_persists.py
git commit -m "feat(api): 409 responses for 837/435 include existing_batch_id"
```
---
## Phase 2 — Frontend
### Task 2.1: `ApiError.existingBatchId` + parse837/835 surface it
**Files:**
- Modify: `src/lib/api.ts:164-167` (ApiError class)
- Modify: `src/lib/api.ts:174-191` (readErrorBody)
- Modify: `src/lib/api.ts:280-339` (parse837, parse835)
- Create: `src/lib/api.test.ts`
- [ ] **Step 1: Write the failing test**
Create `src/lib/api.test.ts`:
```typescript
import { describe, it, expect, vi, afterEach } from "vitest";
import { ApiError, parse837 } from "@/lib/api";
afterEach(() => vi.restoreAllMocks());
describe("ApiError", () => {
it("carries existingBatchId when constructed", () => {
const e = new ApiError(409, "dup", "BATCH-1");
expect(e.status).toBe(409);
expect(e.existingBatchId).toBe("BATCH-1");
});
it("defaults existingBatchId to null", () => {
const e = new ApiError(500, "boom");
expect(e.existingBatchId).toBeNull();
});
});
describe("parse837 throws ApiError with existingBatchId", () => {
it("extracts existing_batch_id from 409 body", async () => {
vi.stubGlobal("import.meta.env", { VITE_API_BASE_URL: "http://x" });
const res = new Response(
JSON.stringify({
error: "Duplicate claim",
detail: "collision",
batch_id: "NEW",
existing_batch_id: "PRIOR",
}),
{ status: 409, headers: { "Content-Type": "application/json" } },
);
vi.stubGlobal(
"fetch",
vi.fn(async () => res),
);
const file = new File(["x"], "f.txt", { type: "text/plain" });
await expect(parse837(file, { onProgress: () => {} })).rejects.toMatchObject({
status: 409,
existingBatchId: "PRIOR",
});
});
it("sets existingBatchId null when body omits it", async () => {
vi.stubGlobal("import.meta.env", { VITE_API_BASE_URL: "http://x" });
const res = new Response(
JSON.stringify({ error: "X", detail: "y", batch_id: "N" }),
{ status: 409, headers: { "Content-Type": "application/json" } },
);
vi.stubGlobal(
"fetch",
vi.fn(async () => res),
);
const file = new File(["x"], "f.txt", { type: "text/plain" });
await expect(parse837(file)).rejects.toMatchObject({
status: 409,
existingBatchId: null,
});
});
});
```
- [ ] **Step 2: Run test to verify it fails**
Run: `cd /Users/openclaw/dev/cyclone/.worktrees/claims-unique-fix && npm test -- src/lib/api.test.ts`
Expected: FAIL — `existingBatchId` not a constructor argument yet; `parse837` throws `Error` not `ApiError`.
- [ ] **Step 3: Update `ApiError`**
Edit `src/lib/api.ts` line 164-167:
```typescript
export class ApiError extends Error {
constructor(
public status: number,
message: string,
public existingBatchId: string | null = null,
) {
super(message);
}
}
```
- [ ] **Step 4: Update `readErrorBody` to return parsed body**
Edit `src/lib/api.ts` line 174-191. Change return type and add JSON parse branch:
```typescript
type ErrorBody = {
detail?: unknown;
error?: unknown;
existing_batch_id?: unknown;
};
async function readErrorBody(
res: Response,
): Promise<{ message: string; existingBatchId: string | null }> {
try {
const t = await res.text();
if (!t) return { message: "", existingBatchId: null };
try {
const obj = JSON.parse(t) as ErrorBody;
let message = "";
if (typeof obj.detail === "string") message = obj.detail;
else if (typeof obj.error === "string") message = obj.error;
else message = t;
const existing =
typeof obj.existing_batch_id === "string"
? obj.existing_batch_id
: null;
return { message, existingBatchId: existing };
} catch {
return { message: t, existingBatchId: null };
}
} catch {
return { message: "", existingBatchId: null };
}
}
```
- [ ] **Step 5: Update parse837 to throw ApiError**
Edit `src/lib/api.ts` lines 293-298:
```typescript
if (!res.ok) {
const { message, existingBatchId } = await readErrorBody(res);
throw new ApiError(
res.status,
`${res.status} ${res.statusText}${message ? ` — ${message}` : ""}`,
existingBatchId,
);
}
```
- [ ] **Step 6: Update parse835 to throw ApiError**
Edit `src/lib/api.ts` lines 329-334:
```typescript
if (!res.ok) {
const { message, existingBatchId } = await readErrorBody(res);
throw new ApiError(
res.status,
`${res.status} ${res.statusText}${message ? ` — ${message}` : ""}`,
existingBatchId,
);
}
```
- [ ] **Step 7: Run tests to verify they pass**
Run: `cd .worktrees/claims-unique-fix && npm test -- src/lib/api.test.ts`
Expected: PASS for all 4 tests.
- [ ] **Step 8: Commit**
```bash
git add src/lib/api.ts src/lib/api.test.ts
git commit -m "feat(api): ApiError carries existingBatchId; parse837/parse835 surface it"
```
---
### Task 2.2: `Upload.tsx` inline error panel for 409
**Files:**
- Modify: `src/pages/Upload.tsx` (add error state + panel JSX + 409 catch branch)
- Create: `src/pages/Upload.test.tsx`
The panel renders above the streaming results when `uploadError.kind === "duplicate"`. It shows:
- A 409 badge
- "Duplicate claim — file not ingested" title
- Detail mentioning the file and (if `existingBatchId` is set) "Open the existing batch to compare, or pick a different file."
- A button linking to `/batches/{existingBatchId}` if present
- A "Pick a different file" ghost button that calls `pickFile(null)` and clears the error state
- [ ] **Step 1: Write the failing tests**
Create `src/pages/Upload.test.tsx`:
```tsx
import { describe, it, expect, vi, beforeEach } from "vitest";
import { render, screen, fireEvent } from "@testing-library/react";
import { MemoryRouter, Route, Routes } from "react-router-dom";
import { QueryClient, QueryClientProvider } from "@tanstack/react-query";
import * as apiModule from "@/lib/api";
import { ApiError } from "@/lib/api";
import { Upload } from "@/pages/Upload";
// We mock the api module so the component doesn't actually call fetch.
vi.mock("@/lib/api", async () => {
const actual = await vi.importActual<typeof apiModule>("@/lib/api");
return { ...actual, parse837: vi.fn(), parse835: vi.fn() };
});
beforeEach(() => {
vi.clearAllMocks();
});
function renderUpload() {
const qc = new QueryClient({ defaultOptions: { queries: { retry: false } } });
return render(
<QueryClientProvider client={qc}>
<MemoryRouter initialEntries={["/upload"]}>
<Routes>
<Route path="/upload" element={<Upload />} />
<Route path="/batches/:id" element={<div data-testid="batch-page" />} />
</Routes>
</MemoryRouter>
</QueryClientProvider>,
);
}
describe("Upload error panel", () => {
it("renders panel with link when 409 carries existingBatchId", async () => {
vi.mocked(apiModule.parse837).mockRejectedValueOnce(
new ApiError(409, "409 Conflict — dup", "PRIOR-BATCH"),
);
renderUpload();
// Find the file input and upload a file.
const input = document.querySelector('input[type="file"]') as HTMLInputElement;
expect(input).toBeTruthy();
const file = new File(["x"], "test.txt", { type: "text/plain" });
fireEvent.change(input, { target: { files: [file] } });
// Wait for the panel to render.
const link = await screen.findByRole("button", { name: /open existing batch/i });
expect(link).toBeInTheDocument();
expect(screen.getByText(/duplicate claim/i)).toBeInTheDocument();
});
it("renders panel without link when 409 omits existingBatchId", async () => {
vi.mocked(apiModule.parse837).mockRejectedValueOnce(
new ApiError(409, "409 Conflict — dup", null),
);
renderUpload();
const input = document.querySelector('input[type="file"]') as HTMLInputElement;
const file = new File(["x"], "test.txt", { type: "text/plain" });
fireEvent.change(input, { target: { files: [file] } });
await screen.findByText(/duplicate claim/i);
expect(
screen.queryByRole("button", { name: /open existing batch/i }),
).toBeNull();
});
it("does NOT render panel for non-409 errors", async () => {
vi.mocked(apiModule.parse837).mockRejectedValueOnce(
new ApiError(400, "bad file"),
);
renderUpload();
const input = document.querySelector('input[type="file"]') as HTMLInputElement;
const file = new File(["x"], "test.txt", { type: "text/plain" });
fireEvent.change(input, { target: { files: [file] } });
// Give the async error handler a tick.
await new Promise((r) => setTimeout(r, 50));
expect(screen.queryByText(/duplicate claim/i)).toBeNull();
});
it("'Pick a different file' button clears error", async () => {
vi.mocked(apiModule.parse837).mockRejectedValueOnce(
new ApiError(409, "409 Conflict — dup", "PRIOR"),
);
renderUpload();
const input = document.querySelector('input[type="file"]') as HTMLInputElement;
const file = new File(["x"], "test.txt", { type: "text/plain" });
fireEvent.change(input, { target: { files: [file] } });
const clearBtn = await screen.findByRole("button", { name: /pick a different file/i });
fireEvent.click(clearBtn);
expect(screen.queryByText(/duplicate claim/i)).toBeNull();
});
});
```
- [ ] **Step 2: Run test to verify it fails**
Run: `cd .worktrees/claims-unique-fix && npm test -- src/pages/Upload.test.tsx`
Expected: FAIL — no error panel exists yet, all 4 tests fail.
- [ ] **Step 3: Add error state and 409 catch branch in Upload.tsx**
Edit `src/pages/Upload.tsx`:
1. At the top imports, add:
```tsx
import { ApiError } from "@/lib/api";
import { useNavigate } from "react-router-dom";
```
2. Find the existing error-handling catch block (around line 683-687) and replace with:
```tsx
} catch (err) {
if (err instanceof ApiError && err.status === 409) {
setUploadError({
kind: "duplicate",
existingBatchId: err.existingBatchId,
filename: file.name,
});
toast.error("Duplicate claim — file not ingested");
} else {
toast.error(
err instanceof Error ? err.message : "Failed to parse file"
);
}
}
```
3. Add state declaration near the other useState calls:
```tsx
type UploadError =
| { kind: "duplicate"; existingBatchId: string | null; filename: string };
const [uploadError, setUploadError] = useState<UploadError | null>(null);
const navigate = useNavigate();
```
4. In the JSX, add the inline panel above the streaming-results section. Find the place where streaming results render (search for "streamDelay" or the section that shows the parsed batch) and insert just before it:
```tsx
{uploadError && uploadError.kind === "duplicate" ? (
<div
role="alert"
data-testid="duplicate-error-panel"
className="error-panel mx-auto max-w-3xl rounded-md border border-destructive/40 bg-destructive/5 p-4"
>
<div className="flex items-center gap-2">
<span className="inline-flex items-center rounded-md bg-destructive px-2 py-0.5 text-xs font-semibold text-destructive-foreground">
409
</span>
<span className="font-semibold">Duplicate claim — file not ingested</span>
</div>
<p className="mt-2 text-sm text-muted-foreground">
<span className="font-mono">{uploadError.filename}</span> collides with an
existing record.
{uploadError.existingBatchId
? " Open the existing batch to compare, or pick a different file."
: " Pick a different file."}
</p>
<div className="mt-3 flex gap-2">
{uploadError.existingBatchId ? (
<Button
onClick={() => navigate(`/batches/${uploadError.existingBatchId}`)}
>
Open existing batch →
</Button>
) : null}
<Button
variant="ghost"
onClick={() => {
setUploadError(null);
pickFile(null);
}}
>
Pick a different file
</Button>
</div>
</div>
) : null}
```
- [ ] **Step 4: Run tests to verify they pass**
Run: `cd .worktrees/claims-unique-fix && npm test -- src/pages/Upload.test.tsx`
Expected: PASS for all 4 tests.
- [ ] **Step 5: Commit**
```bash
git add src/pages/Upload.tsx src/pages/Upload.test.tsx
git commit -m "feat(upload): inline 409 error panel with existing-batch link"
```
---
## Phase 3 — End-to-end verification
### Task 3.1: Repro the original 409 with the actual multi-claim 837P file
**Files:** none (manual verification)
- [ ] **Step 1: Start backend + frontend**
In one terminal: `cd backend && uvicorn cyclone.api:app --reload --port 8000`
In another: `cd .worktrees/claims-unique-fix && npm run dev`
- [ ] **Step 2: Upload the reproducer file**
Use `docs/prodfiles/837p-from-axiscare/tp11525703-837P-20260618153339862-1of1.txt` (93696 bytes, 28 NM1*IL segments, multi-claim member-id collisions).
Expected: 200 OK + batch persisted with multiple claims having identical `member_id` (this was previously 409).
- [ ] **Step 3: Re-upload the same file to trigger 409**
Expected: 409 with `existing_batch_id` pointing at the first batch.
- [ ] **Step 4: Verify inline panel in the browser**
Open the upload page, drag the file in, verify the panel appears with the "Open existing batch →" link.
- [ ] **Step 5: Commit any tweaks**
If the panel needed any styling tweaks (e.g. spacing, colors), commit them:
```bash
git add src/pages/Upload.tsx
git commit -m "polish(upload): 409 error panel visual tweaks"
```
---
## Self-review checklist (run after writing the plan)
1. **Spec coverage** — Each section of the spec maps to a task:
- §3 Schema migration → Task 1.1
- §4 Store helpers → Task 1.2
- §5 API change → Task 1.3
- §6 Frontend `ApiError.existingBatchId` → Task 2.1
- §6 Frontend `Upload.tsx` panel → Task 2.2
- §10 Test plan (9 tests) → All 9 covered (5 backend + 4 frontend)
2. **Placeholder scan** — No "TBD", "TODO", "implement later" markers. The only intentional skip is the 835 duplicate-CLP01 test, called out explicitly.
3. **Type consistency**
- `find_existing_batch_for_claim` / `find_existing_batch_for_remit` return `str | None` everywhere.
- `ApiError.existingBatchId` is `string | null` in TS and `str | None` everywhere it's referenced.
- `setUploadError` payload shape `{ kind: "duplicate"; existingBatchId: string | null; filename: string }` is consistent in JSX and the catch branch.
4. **Risk acknowledged** — Migration reversibility, loss of uniqueness, race window are all documented in spec §9 and reflected in test scope (we don't test the race condition).
File diff suppressed because it is too large Load Diff
File diff suppressed because it is too large Load Diff
@@ -0,0 +1,826 @@
# Cyclone Skill Catalog Implementation Plan
> **For agentic workers:** REQUIRED SUB-SKILL: Use superpowers:subagent-driven-development (recommended) or superpowers:executing-plans to implement this plan task-by-task. Steps use checkbox (`- [ ]`) syntax for tracking.
**Goal:** Ship 8 layer-mapped Cyclone skills under `.superpowers/skills/` (one per PR), then update the README to advertise the catalog. No code changes — pure guidance artifacts.
**Architecture:** Each skill is a single `SKILL.md` (150250 lines, YAML frontmatter + sections per the spec template). One commit per skill. Phase order matches the spec's build order so each later skill can ship its `## Related skills` section pointing to skills that already exist.
**Tech Stack:** Markdown, YAML frontmatter. No build step, no runtime, no tests (skills are guidance, not code).
**Spec:** [`docs/superpowers/specs/2026-06-21-cyclone-skill-catalog-design.md`](../specs/2026-06-21-cyclone-skill-catalog-design.md)
---
## File structure
```
.superpowers/
└── skills/
├── cyclone-spec/
│ └── SKILL.md ← Task 1
├── cyclone-tests/
│ └── SKILL.md ← Task 2
├── cyclone-edi/
│ └── SKILL.md ← Task 3
│ └── references/
│ └── parsers.md ← Task 3
├── cyclone-tail/
│ └── SKILL.md ← Task 4
│ └── references/
│ └── wire-format.md ← Task 4
├── cyclone-store/
│ └── SKILL.md ← Task 5
├── cyclone-api-router/
│ └── SKILL.md ← Task 6
├── cyclone-frontend-page/
│ └── SKILL.md ← Task 7
└── cyclone-cli/
└── SKILL.md ← Task 8
README.md ← Task 9 (catalog section)
```
Each skill is one PR. Each `SKILL.md` follows the template in spec §"Per-skill structure". Optional `references/<file>.md` only when the SKILL.md would otherwise exceed ~200 lines.
---
## Shared SKILL.md template (lock this in Task 0, then apply to every Task)
```markdown
---
name: <kebab-case>
description: "<one-sentence trigger, with Use when: … keywords>"
---
# <Title>
## When to use
- <bullet 1 — concrete situation>
- <bullet 2>
- <bullet 3>
## Conventions
1. <testable rule>
2. <testable rule>
3. <testable rule>
## Patterns
\`\`\`<lang>
<copy-pasteable skeleton>
\`\`\`
## Anti-patterns
- <tempting-but-wrong move>
## Related skills
- `<other-skill>` — <one line>
- `<other-skill>` — <one line>
```
YAML frontmatter rules:
- `name` must be kebab-case and match the directory name.
- `description` is the only thing the auto-loader sees. One sentence, max ~200 chars. Include a `Use when:` clause listing the trigger situations.
---
## Task 0: Pre-flight — verify starting state
**Goal:** Confirm `.superpowers/skills/` does not exist yet, capture a directory snapshot, and verify the catalog can be served from project scope.
**Files:**
- Read: `.superpowers/` (existing project-scoped superpowers directory)
- Create (no commit): `/tmp/cyclone-skill-baseline.txt`
- [ ] **Step 1: Inspect existing `.superpowers/` contents**
```bash
ls -la .superpowers/
```
Expected: shows only `plans/` and `specs/` directories (the canonical superpowers content for this repo). No `skills/` directory yet.
- [ ] **Step 2: Confirm no stray skill files outside `.superpowers/skills/`**
```bash
find . -path ./node_modules -prune -o -path ./.git -prune -o -path ./backend/.venv -prune -o -name "SKILL.md" -print
```
Expected: no output (or only paths under `.grok/` system directories that are not part of the repo).
- [ ] **Step 3: Verify the README's skills section is empty (or absent)**
```bash
grep -n -i "skill" README.md | head -10
```
Expected: a few hits for "skill" in unrelated contexts (e.g. "skill set" in marketing copy) but no existing catalog section.
- [ ] **Step 4: Save the baseline**
```bash
ls .superpowers/ | tee /tmp/cyclone-skill-baseline.txt
```
Expected: `plans\nspecs`.
No commit. Pre-flight only.
---
## Task 1: Phase 1, Skill 1 — `cyclone-spec`
**Goal:** Codify the SP-N superpowers flow that this repo already uses (14 specs, 8 plans on disk). Pure documentation; this skill owns the convention so every later feature goes through it consistently.
**Files:**
- Create: `.superpowers/skills/cyclone-spec/SKILL.md`
- [ ] **Step 1: Confirm the SP-N flow materials exist**
```bash
ls docs/superpowers/specs/ | wc -l
ls docs/superpowers/plans/ | wc -l
git log --oneline | grep -E "^(feat|docs|merge): SP[0-9]+" | head -5
```
Expected: ≥ 14 specs, ≥ 8 plans, ≥ 5 SP-N commits in history. Record the numbers for use in the skill.
- [ ] **Step 2: Create the directory**
```bash
mkdir -p .superpowers/skills/cyclone-spec
```
- [ ] **Step 3: Write the SKILL.md**
Use the shared template. Frontmatter:
```yaml
---
name: cyclone-spec
description: "Cyclone SP-N superpowers increment flow — spec → plan → implement → merge. Use when: starting a new numbered feature increment, naming a branch, opening a SP-N PR, or doing the merge dance into main."
---
```
Body sections (each must be present, in this order):
- `## When to use` — 4 bullets covering: starting a new increment, naming the spec/plan files, opening the PR, performing the merge.
- `## Conventions` — at minimum these numbered rules:
1. **Numbering.** Reserve the next SP-N number (next after the highest in `git log`). Never reuse a number.
2. **Branch.** `sp<N>-<short-kebab-topic>` (e.g. `sp22-line-reconciliation`).
3. **Spec path.** `docs/superpowers/specs/YYYY-MM-DD-cyclone-<topic>-design.md`. Status header: `Draft, pending user review`.
4. **Plan path.** `docs/superpowers/plans/YYYY-MM-DD-cyclone-<topic>.md`. Header per writing-plans skill.
5. **Commit prefix.** `feat(sp<N>): …`, `docs(spec): …`, `docs(plan): …`, `merge: SP<N> … into main`.
6. **PR title.** `SP<N> <Topic>` (matches commit history).
7. **Merge shape.** Single atomic merge commit into `main` after review; no squash, no rebase.
- `## Patterns` — copy-pasteable skeleton for the spec header (Date / Status / Branch / Scope) and the plan header (per writing-plans).
- `## Anti-patterns` — at least these:
- Don't skip the spec ("it's a small fix"). Small fixes still get a 3-line spec when they introduce a new numbered increment.
- Don't squash the merge commit — the SP-N merge commit is the audit trail.
- Don't put code in the spec — the spec is the *what*, the plan is the *how*.
- `## Related skills` — references to `cyclone-tests` (every spec mentions test impact), `cyclone-edi` / `cyclone-tail` / `cyclone-store` / `cyclone-api-router` / `cyclone-frontend-page` / `cyclone-cli` (each spec touches one or more of these), and the upstream `superpowers:brainstorming` / `superpowers:writing-plans` global skills.
Keep total under ~200 lines. Use real examples drawn from existing specs (e.g. SP9 multi-payer, SP14 5-lane Inbox) where they illustrate the convention.
- [ ] **Step 4: Verify frontmatter and structure**
```bash
head -5 .superpowers/skills/cyclone-spec/SKILL.md
wc -l .superpowers/skills/cyclone-spec/SKILL.md
grep -c "^## " .superpowers/skills/cyclone-spec/SKILL.md
```
Expected: first 5 lines are the YAML frontmatter (start `---`, end `---`), ~150-200 lines total, exactly 5 `## ` sections (`When to use`, `Conventions`, `Patterns`, `Anti-patterns`, `Related skills`).
- [ ] **Step 5: Commit**
```bash
git add .superpowers/skills/cyclone-spec/SKILL.md
git commit -m "feat(sp-skill-catalog): add cyclone-spec skill (SP-N flow)"
```
---
## Task 2: Phase 1, Skill 2 — `cyclone-tests`
**Goal:** Codify the pytest + vitest fixture patterns so every later skill can ship its `## Anti-patterns` cleanly. Specifically: how to drop a prodfiles fixture into `backend/tests/fixtures/`, how to write a `.test.tsx` next to a page, how to keep tests deterministic.
**Files:**
- Create: `.superpowers/skills/cyclone-tests/SKILL.md`
- [ ] **Step 1: Survey the existing fixture layout**
```bash
ls backend/tests/fixtures/ | head -30
ls backend/tests/fixtures/ | wc -l
ls src/**/*.test.tsx src/**/*.test.ts 2>/dev/null | wc -l
```
Expected: dozens of fixtures under `backend/tests/fixtures/`, dozens of `.test.ts(x)` siblings across `src/`. Record counts for the skill.
- [ ] **Step 2: Sample one backend pytest and one frontend vitest to cite**
```bash
ls backend/tests/fixtures/ | head -3
echo "---"
ls src/hooks/*.test.ts | head -3
```
Pick the smallest/most-representative example from each side to cite in the skill's `## Patterns`.
- [ ] **Step 3: Create the directory and write the SKILL.md**
```bash
mkdir -p .superpowers/skills/cyclone-tests
```
Frontmatter:
```yaml
---
name: cyclone-tests
description: "Cyclone pytest + vitest fixture patterns, prodfiles layout, backend/tests/fixtures/ conventions, .test.tsx sibling rule. Use when: adding a backend pytest case, adding a frontend vitest test, or wiring in a real-EDI prodfiles sample."
---
```
Body sections (each must be present):
- `## When to use` — 4 bullets: adding a backend test, adding a frontend test, dropping in a prodfiles fixture, debugging a flaky test.
- `## Conventions` — at minimum:
1. **Frontend sibling rule.** Every new file in `src/` that contains testable logic gets a `*.test.ts(x)` next to it. `useFoo.ts``useFoo.test.ts`.
2. **Backend test location.** Tests live under `backend/tests/test_*.py`. Integration tests (FastAPI) follow `test_api_*.py`; pure-unit tests (parsers, validators) follow `test_<module>_*.py`.
3. **Prodfiles drop-in.** Real EDI samples live under `docs/prodfiles/<source>/<edi>.txt`. To use one in a test: copy to `backend/tests/fixtures/<test-name>/<edi>.txt` and reference via the existing fixture helper (see `## Patterns`).
4. **Determinism.** Use `freezegun` for date-sensitive backend tests; use `vi.useFakeTimers()` for time-sensitive frontend tests. Never rely on `datetime.now()` directly.
5. **No network.** Tests must not hit the network. `httpx`/`requests` mocks live in `conftest.py` fixtures.
6. **pytest collection.** Run `cd backend && python -m pytest tests/<file>::<name> -v` for the fastest feedback loop. Full suite is the merge gate.
- `## Patterns` — three small copy-pasteable skeletons:
- One pytest using `tmp_path` + a prodfiles fixture reference.
- One vitest `*.test.ts` for a hook using `vi.useFakeTimers()`.
- One vitest `*.test.tsx` for a component using `@testing-library/react` + `happy-dom`.
- `## Anti-patterns` — at least:
- Don't put frontend tests in `src/__tests__/` (legacy location, no longer used).
- Don't reach into `docs/prodfiles/` directly from a test — copy to `backend/tests/fixtures/` so tests stay runnable when prodfiles is reorganized.
- Don't use `sleep()` for timing — use the deterministic timer tools listed in Conventions.
- `## Related skills` — references to all 7 other skills (every domain skill impacts tests) plus `superpowers:test-driven-development` upstream.
Keep under ~250 lines (this is the most cross-cutting skill, so it's the largest).
- [ ] **Step 4: Verify**
```bash
head -5 .superpowers/skills/cyclone-tests/SKILL.md
wc -l .superpowers/skills/cyclone-tests/SKILL.md
grep -c "^## " .superpowers/skills/cyclone-tests/SKILL.md
```
Expected: frontmatter present, 150250 lines, 5 `## ` sections.
- [ ] **Step 5: Commit**
```bash
git add .superpowers/skills/cyclone-tests/SKILL.md
git commit -m "feat(sp-skill-catalog): add cyclone-tests skill (fixture patterns)"
```
---
## Task 3: Phase 2, Skill 3 — `cyclone-edi`
**Goal:** Codify Cyclone's EDI parser/validator conventions across 837P/835/999/270/271/277CA/TA1. Highest-leverage skill — 30 parsers, scattered validators, fixture sprawl.
**Files:**
- Create: `.superpowers/skills/cyclone-edi/SKILL.md`
- Create: `.superpowers/skills/cyclone-edi/references/parsers.md`
- [ ] **Step 1: Enumerate the parsers and validator rules**
```bash
ls backend/src/cyclone/parsers/
grep -rn "^def parse_" backend/src/cyclone/parsers/ | head -40
grep -n "^R[0-9]" backend/src/cyclone/validator*.py 2>/dev/null | head -20
ls backend/src/cyclone/ | grep -i valid
```
Expected: ~30 parser modules, each exporting `parse_*`, plus `validator.py` and possibly `validator_835.py`. Record the R-codes (R200, R210, etc.) found.
- [ ] **Step 2: Sample one parser to cite in the skill**
Pick the smallest one (e.g. `parse_ta1.py` or `parse_999.py`) and read the first 30 lines. The skill's `## Patterns` section will reference its structure.
- [ ] **Step 3: Create directories and write the SKILL.md + reference**
```bash
mkdir -p .superpowers/skills/cyclone-edi/references
```
Frontmatter:
```yaml
---
name: cyclone-edi
description: "Cyclone EDI parser/validator conventions (837P/835/999/270/271/277CA/TA1). Use when: adding or changing a parser, adding a validator rule (R200/R210/NPI Luhn/EIN/CAS), or mapping a new CAS adjustment reason code."
---
```
Body sections:
- `## When to use` — 4 bullets: adding a parser, adding a validator rule, wiring a new CAS code, debugging a parse failure on a prodfiles sample.
- `## Conventions` — at minimum:
1. **Parser signature.** Every parser module exports `parse(text: str) -> <TypedResult>` where `<TypedResult>` is a Pydantic model from `backend/src/cyclone/parsers/<edi>_models.py` (or co-located).
2. **Segment walk.** Parsers consume `backend/src/cyclone/segments.py` helpers (`Segment`, `Loop`, `next_segment`) — do not parse raw text inline.
3. **Validator rules.** Numbered (R200, R210, …) live in `backend/src/cyclone/validator.py` (or `validator_835.py` for 835-specific). Each rule is a function `_rule_R<n>_<name>` raising `ValidationError` with the R-code.
4. **NPI / EIN / CAS.** Identity-format rules (NPI Luhn, EIN `XX-XXXXXXX`, CAS adjustment reason codes) live in dedicated modules (`npi.py`, etc.). Don't duplicate the format logic.
5. **Prodfiles reuse.** When adding a parser for a new transaction type, ship at least one prodfiles fixture in `backend/tests/fixtures/<edi>/<sample>.txt`.
- `## Patterns` — three skeletons:
- A minimal `parse_<edi>.py` (using `segments.py`, exporting `parse(text)`).
- A validator rule `_rule_R<n>_<name>(ctx) -> None`.
- A test that uses a prodfiles fixture (`backend/tests/fixtures/<edi>/<sample>.txt`) and asserts `parse(text).foo == expected`.
- `## Anti-patterns` — at least:
- Don't re-parse raw X12 strings inside validators — always parse first, validate the typed result.
- Don't bake payer-specific logic into the generic parser — payer variations live in `backend/src/cyclone/payers.py` or `<payer>_config.py`.
- Don't add a validator rule without an R-code — the R-code is how the UI surfaces the error.
- `## Related skills` — references to `cyclone-store` (writes the parsed result), `cyclone-api-router` (exposes it), `cyclone-tests` (fixture drop-in), `cyclone-cli` (the `cyc parse <file>` smoke command).
Then write `references/parsers.md`: a flat table mapping each parser module to its transaction type, signature, primary fixtures, and any payer-specific variants. Keep under 80 lines.
- [ ] **Step 4: Verify**
```bash
head -5 .superpowers/skills/cyclone-edi/SKILL.md
wc -l .superpowers/skills/cyclone-edi/SKILL.md
wc -l .superpowers/skills/cyclone-edi/references/parsers.md
grep -c "^## " .superpowers/skills/cyclone-edi/SKILL.md
```
Expected: frontmatter present, SKILL.md ≤ 200 lines, references/parsers.md ≤ 80 lines, exactly 5 `## ` sections in SKILL.md.
- [ ] **Step 5: Commit**
```bash
git add .superpowers/skills/cyclone-edi/
git commit -m "feat(sp-skill-catalog): add cyclone-edi skill (parser/validator conventions)"
```
---
## Task 4: Phase 2, Skill 4 — `cyclone-tail`
**Goal:** Codify the live-tail wire format and the `useTailStream` + `useMergedTail` + per-resource hook triplet. Concrete drift risk — wire format is in the README but consumed across 3 page-hook pairs.
**Files:**
- Create: `.superpowers/skills/cyclone-tail/SKILL.md`
- Create: `.superpowers/skills/cyclone-tail/references/wire-format.md`
- [ ] **Step 1: Survey the live-tail surface**
```bash
grep -rn "/stream" backend/src/cyclone/api_routers/ src/hooks/ 2>/dev/null | head -20
ls src/hooks/use*Stream* src/hooks/use*MergedTail*
ls src/hooks/use*Tail* 2>/dev/null
grep -rn "snapshot_end\|x-ndjson" backend/src/cyclone/ src/ 2>/dev/null | head -10
```
Expected: 3 `/api/<resource>/stream` endpoints, one `useTailStream.ts`, one `useMergedTail.ts`, multiple `use<X>Stream` consumers.
- [ ] **Step 2: Read the wire-format spec in the README**
```bash
grep -n -A 30 "Wire format" README.md | head -50
```
This is the canonical definition; the skill will reference it. Record the line range for the `references/wire-format.md` cross-reference.
- [ ] **Step 3: Create directories and write the SKILL.md + reference**
```bash
mkdir -p .superpowers/skills/cyclone-tail/references
```
Frontmatter:
```yaml
---
name: cyclone-tail
description: "Cyclone live-tail streaming wire format and the useTailStream / useMergedTail hook triplet. Use when: adding a new streaming list page, changing the wire format, debugging stalled/reconnecting state, or modifying the StatusPill behavior."
---
```
Body sections:
- `## When to use` — 4 bullets: adding a new streaming page, changing the wire format, debugging stalled/reconnecting, tuning heartbeat/stall timing.
- `## Conventions` — at minimum:
1. **Wire format.** Newline-delimited JSON. Line shapes: `{"type":"item","data":…}`, `{"type":"snapshot_end","data":{"count":N}}`, `{"type":"heartbeat","data":{"ts":…}}`, `{"type":"item_dropped","data":…}`, `{"type":"error","data":…}`. See `references/wire-format.md`.
2. **Hook triplet.** Streaming pages consume three hooks: `useTailStream(url)` (raw stream state), `useMergedTail(items, events)` (combine initial fetch with live events), and a per-resource hook (`useClaims`, `useRemittances`, etc.) that wraps both.
3. **Stall threshold.** 30s of total silence (heartbeat included) flips the connection to `stalled` and surfaces a `↻ Reconnect` button. Don't change this without updating the README's "Status pill" table.
4. **Snapshot first.** Every stream must emit the current snapshot before any live `item` events. The `snapshot_end` line is the marker the UI uses to flip `StatusPill` from `connecting` to `live`.
5. **Content-Type.** `application/x-ndjson`. Never `application/json` for a stream endpoint.
- `## Patterns` — three skeletons:
- A `useFoo.ts` page-hook skeleton (TanStack Query initial fetch + tail subscription).
- A new backend `/api/foo/stream` endpoint signature.
- A `StatusPill` consumer wiring.
- `## Anti-patterns` — at least:
- Don't hand-roll `fetch` + `ReadableStream` parsing in a page — go through `useTailStream` so reconnect/stall handling is consistent.
- Don't change the wire format on one endpoint without updating the other two — they share the parser in `src/lib/tail-stream.ts`.
- Don't emit `item` events before `snapshot_end` — the UI will duplicate rows.
- `## Related skills` — references to `cyclone-frontend-page` (page-level wiring), `cyclone-api-router` (the `/api/<resource>/stream` endpoint), `cyclone-store` (the event contract that drives the stream), `cyclone-tests` (`.test.ts` siblings on every hook in this skill).
Then write `references/wire-format.md`: copy the relevant README section (with attribution) and add a per-line field reference table (which fields are required, which are optional, parser tolerance). Keep under 80 lines.
- [ ] **Step 4: Verify**
```bash
head -5 .superpowers/skills/cyclone-tail/SKILL.md
wc -l .superpowers/skills/cyclone-tail/SKILL.md
wc -l .superpowers/skills/cyclone-tail/references/wire-format.md
grep -c "^## " .superpowers/skills/cyclone-tail/SKILL.md
```
Expected: frontmatter present, SKILL.md ≤ 200 lines, wire-format.md ≤ 80 lines, 5 `## ` sections.
- [ ] **Step 5: Commit**
```bash
git add .superpowers/skills/cyclone-tail/
git commit -m "feat(sp-skill-catalog): add cyclone-tail skill (live-tail wire format)"
```
---
## Task 5: Phase 3, Skill 5 — `cyclone-store`
**Goal:** Codify the store write-paths, the pubsub event contract, and the SP21 store-split boundary map. Aligns with the SP21 store split currently in plan stage — the skill codifies the new boundaries as they land.
**Files:**
- Create: `.superpowers/skills/cyclone-store/SKILL.md`
- [ ] **Step 1: Read SP21 plan to learn the new module boundaries**
```bash
cat docs/superpowers/plans/2026-06-21-cyclone-store-split.md | head -80
```
Record the module list (`batches`, `inbox`, `acks`, etc.) for use in the skill.
- [ ] **Step 2: Survey the current pubsub surface**
```bash
grep -rn "_written\|_recorded" backend/src/cyclone/pubsub.py | head -20
grep -rn "publish\|subscribe" backend/src/cyclone/store.py | head -10
```
Expected: at least 3 event types — `claim_written`, `remittance_written`, `activity_recorded`. Record exact names.
- [ ] **Step 3: Create the directory and write the SKILL.md**
```bash
mkdir -p .superpowers/skills/cyclone-store
```
Frontmatter:
```yaml
---
name: cyclone-store
description: "Cyclone store write-paths, the pubsub event contract (claim_written / remittance_written / activity_recorded), and the SP21 store-split boundary map. Use when: touching store.py, adding a new entity, wiring a new write event, or splitting a store module."
---
```
Body sections:
- `## When to use` — 4 bullets: adding a new entity, wiring a new write event, debugging a write-path issue, splitting a store module.
- `## Conventions` — at minimum:
1. **All writes go through `CycloneStore`.** Route handlers and parsers must not write directly to the ORM session.
2. **Every write publishes an event.** The event name matches the entity: `claim_written`, `remittance_written`, `activity_recorded`. New entities get `<entity>_written` (or `_recorded` for non-canonical rows).
3. **Snapshot shape.** Each entity has a Pydantic serializer in `backend/src/cyclone/store/ui.py` (or its post-SP21 equivalent). The serializer is the single source of truth for what the frontend sees.
4. **SP21 boundaries.** Post-split, each domain lives in its own module (`batches`, `inbox`, `acks`, …). Cross-module writes go through `CycloneStore` facade methods, not direct module access.
5. **No business logic in route handlers.** A route handler validates input, calls `store.<method>(...)`, publishes the event, returns the serialized result. Anything more belongs in the store or a parser.
- `## Patterns` — three skeletons:
- A `CycloneStore` write method (`def add_foo(self, foo: Foo) -> FooRecord`).
- An event publication in `pubsub.py`.
- A new `<entity>_written` handler test that asserts both the row and the event.
- `## Anti-patterns` — at least:
- Don't read directly from the ORM in a route handler — go through the snapshot serializer.
- Don't introduce a new event name without updating the subscriber list (currently `api.py` and `api_routers/`).
- Don't merge a write method with its event publication into separate places — they live next to each other so reviewers see both.
- `## Related skills` — references to `cyclone-edi` (the parsed result lands here), `cyclone-api-router` (the route that calls the store), `cyclone-tail` (the event drives the stream), `cyclone-tests` (write-path tests).
Keep under ~200 lines. No `references/` needed unless the boundary map grows.
- [ ] **Step 4: Verify**
```bash
head -5 .superpowers/skills/cyclone-store/SKILL.md
wc -l .superpowers/skills/cyclone-store/SKILL.md
grep -c "^## " .superpowers/skills/cyclone-store/SKILL.md
```
Expected: frontmatter present, ≤ 200 lines, 5 `## ` sections.
- [ ] **Step 5: Commit**
```bash
git add .superpowers/skills/cyclone-store/SKILL.md
git commit -m "feat(sp-skill-catalog): add cyclone-store skill (write paths + event contract)"
```
---
## Task 6: Phase 3, Skill 6 — `cyclone-api-router`
**Goal:** Codify FastAPI router conventions — `api_routers/`, `api_helpers.py` reuse, response shapes, error envelopes. Pairs with `cyclone-store`.
**Files:**
- Create: `.superpowers/skills/cyclone-api-router/SKILL.md`
- [ ] **Step 1: Survey the existing router layout**
```bash
ls backend/src/cyclone/api_routers/
grep -l "APIRouter" backend/src/cyclone/api_routers/*.py
head -30 backend/src/cyclone/api_helpers.py
```
Record the router filenames and which helpers exist in `api_helpers.py`.
- [ ] **Step 2: Sample one router**
Pick the smallest existing router (likely `acks.py` or `ta1_acks.py`) and read the first 50 lines. The skill's `## Patterns` section will reference its structure.
- [ ] **Step 3: Create the directory and write the SKILL.md**
```bash
mkdir -p .superpowers/skills/cyclone-api-router
```
Frontmatter:
```yaml
---
name: cyclone-api-router
description: "Cyclone FastAPI router conventions (api_routers/, api_helpers.py, response shapes, error envelopes). Use when: adding or changing an HTTP endpoint, splitting a route out of api.py, or wiring a new helper into api_helpers.py."
---
```
Body sections:
- `## When to use` — 4 bullets: adding an endpoint, splitting a route, adding a helper, defining an error response.
- `## Conventions` — at minimum:
1. **No new top-level routes in `api.py`.** Every endpoint lives in `backend/src/cyclone/api_routers/<topic>.py` as an `APIRouter`.
2. **Reuse `api_helpers.py`.** Common response shapes, error envelopes, and parsing helpers live there. Don't duplicate them in a router.
3. **Response shape.** Every successful response is a Pydantic model. Errors use the shared `ErrorEnvelope` (from `api_helpers.py`) with `code` and `message`.
4. **Mounting.** Routers are mounted in `api.py` with their prefix; keep prefix naming consistent (`/api/<resource>`).
5. **Streaming endpoints.** Use `StreamingResponse(media_type="application/x-ndjson")` — see `cyclone-tail` for the wire format.
6. **Tests.** Every new endpoint gets a `test_api_<topic>_<verb>.py` test under `backend/tests/`.
- `## Patterns` — three skeletons:
- A new `APIRouter` skeleton (`router = APIRouter(prefix="/api/foo", tags=["foo"])`).
- A `get_one` / `get_list` / `post_one` trio with Pydantic response models.
- An error envelope usage example.
- `## Anti-patterns` — at least:
- Don't import from `cyclone.api` into a router — the dependency runs the other way.
- Don't return raw dicts — always Pydantic.
- Don't bypass `CycloneStore` to query the ORM directly — see `cyclone-store`.
- `## Related skills` — references to `cyclone-store` (most routes call store methods), `cyclone-tail` (streaming endpoints), `cyclone-edi` (parse endpoints), `cyclone-tests` (endpoint tests).
Keep under ~200 lines.
- [ ] **Step 4: Verify**
```bash
head -5 .superpowers/skills/cyclone-api-router/SKILL.md
wc -l .superpowers/skills/cyclone-api-router/SKILL.md
grep -c "^## " .superpowers/skills/cyclone-api-router/SKILL.md
```
Expected: frontmatter present, ≤ 200 lines, 5 `## ` sections.
- [ ] **Step 5: Commit**
```bash
git add .superpowers/skills/cyclone-api-router/SKILL.md
git commit -m "feat(sp-skill-catalog): add cyclone-api-router skill (FastAPI conventions)"
```
---
## Task 7: Phase 4, Skill 7 — `cyclone-frontend-page`
**Goal:** Codify the React page-component pattern — TanStack Query, `use<X>` hook, drawer, URL state, `.test.tsx` sibling. Generalizes what `cyclone-tail` already covers.
**Files:**
- Create: `.superpowers/skills/cyclone-frontend-page/SKILL.md`
- [ ] **Step 1: Survey the page layout**
```bash
ls src/pages/
echo "---"
ls src/components/ui/ | head -20
```
Record the page list and which shadcn-style UI components are in `src/components/ui/`.
- [ ] **Step 2: Sample one page to cite**
```bash
head -50 src/pages/Claims.tsx
```
Use this in the skill's `## Patterns` to show the canonical page structure.
- [ ] **Step 3: Create the directory and write the SKILL.md**
```bash
mkdir -p .superpowers/skills/cyclone-frontend-page
```
Frontmatter:
```yaml
---
name: cyclone-frontend-page
description: "Cyclone React page conventions (TanStack Query, use<X> hook, drawer, URL state, .test.tsx sibling, Layout / PageHeader / Sidebar). Use when: adding a new page, refactoring an existing one, or wiring a drawer into a page."
---
```
Body sections:
- `## When to use` — 4 bullets: adding a new page, refactoring an existing page, wiring a drawer, sharing state via URL.
- `## Conventions` — at minimum:
1. **Page shape.** Every page in `src/pages/<Name>.tsx` exports a default `function <Name>()`. It uses `<Layout>`, sets a `<PageHeader>`, and renders a table or list.
2. **Data hook.** Each page pairs with a `use<X>` hook in `src/hooks/use<X>.ts` that returns `{ data, isLoading, error, ...tail }`. Pages do not call `fetch` directly.
3. **Tail.** If the page shows live data, it consumes the tail-stream pattern via `cyclone-tail`. The hook, not the page, owns the streaming subscription.
4. **Drawer.** Drawers (e.g. `ClaimDrawer`, `RemitDrawer`) live in `src/components/<DrawerName>/` and are wired via `useDrawerUrlState` so the URL reflects open state.
5. **Tests.** Every page gets a `src/pages/<Name>.test.tsx` sibling. Every hook gets a `src/hooks/use<X>.test.ts` sibling.
6. **UI primitives.** Use Radix-backed components from `src/components/ui/`. Don't pull in new UI libraries without discussion.
7. **Routing.** Pages register their route in `src/App.tsx`. Lazy-load if the page is heavy.
- `## Patterns` — three skeletons:
- A minimal `Claims.tsx`-style page (Layout + PageHeader + table + drawer).
- A `use<X>` hook skeleton (TanStack Query + tail).
- A drawer component skeleton with `useDrawerUrlState`.
- `## Anti-patterns` — at least:
- Don't `fetch` from inside a page component — go through the hook.
- Don't open a drawer via local component state — use `useDrawerUrlState` so deep-links work.
- Don't put domain logic in JSX — extract to the hook or a pure helper in `src/lib/`.
- `## Related skills` — references to `cyclone-tail` (live-data pages), `cyclone-api-router` (the endpoints pages call), `cyclone-tests` (page + hook tests), `cyclone-edi` (pages that show parsed EDI content).
Keep under ~200 lines.
- [ ] **Step 4: Verify**
```bash
head -5 .superpowers/skills/cyclone-frontend-page/SKILL.md
wc -l .superpowers/skills/cyclone-frontend-page/SKILL.md
grep -c "^## " .superpowers/skills/cyclone-frontend-page/SKILL.md
```
Expected: frontmatter present, ≤ 200 lines, 5 `## ` sections.
- [ ] **Step 5: Commit**
```bash
git add .superpowers/skills/cyclone-frontend-page/SKILL.md
git commit -m "feat(sp-skill-catalog): add cyclone-frontend-page skill (React page conventions)"
```
---
## Task 8: Phase 4, Skill 8 — `cyclone-cli`
**Goal:** Codify the CLI subcommand conventions in `cli.py` — argparse style, exit codes, smoke-test patterns. Last because nothing else depends on it.
**Files:**
- Create: `.superpowers/skills/cyclone-cli/SKILL.md`
- [ ] **Step 1: Survey the existing CLI**
```bash
grep -n "add_parser\|sub_parsers\|set_defaults" backend/src/cyclone/cli.py | head -20
grep -n "sys.exit\|return [0-9]\|return 1\|return 2" backend/src/cyclone/cli.py | head -10
```
Record the subcommand list and exit-code conventions.
- [ ] **Step 2: Sample one subcommand**
Pick the smallest (likely `validate`) and read its 20-30 lines. The skill's `## Patterns` will reference its structure.
- [ ] **Step 3: Create the directory and write the SKILL.md**
```bash
mkdir -p .superpowers/skills/cyclone-cli
```
Frontmatter:
```yaml
---
name: cyclone-cli
description: "Cyclone CLI subcommand conventions (cli.py, serve/parse/backup/rotate-key/validate, argparse style, exit codes, smoke tests). Use when: adding a CLI subcommand, changing exit codes, or working on operator-facing commands."
---
```
Body sections:
- `## When to use` — 4 bullets: adding a subcommand, changing exit codes, adding a smoke test, wiring a security-sensitive command (key rotation, backup).
- `## Conventions` — at minimum:
1. **Subcommand shape.** Every subcommand is a function `cmd_<name>(args) -> int` in `cli.py`. The `main()` parser dispatches via `set_defaults(func=...)`.
2. **Argparse style.** Use `argparse.ArgumentParser` sub-parsers. Long-form flags (`--rotate-key`) preferred over positional for safety.
3. **Exit codes.** `0` = success, `1` = user error (bad input, missing file), `2` = operator error (DB locked, key missing), `3` = security error (auth fail, key mismatch). Document in `cmd_<name>` docstring.
4. **Smoke test.** Every new subcommand gets a `backend/tests/test_cli_<name>.py` test using `subprocess.run` against the installed `cyc` entrypoint.
5. **Security-sensitive commands.** Key rotation (`cyc rotate-key`), backup (`cyc backup`), and any command touching `secrets.py` requires a `--confirm` flag and a dry-run path.
- `## Patterns` — three skeletons:
- A `cmd_<name>(args)` function with `argparse` setup.
- A `subprocess.run` smoke test.
- A `--confirm` / `--dry-run` pattern for security-sensitive commands.
- `## Anti-patterns` — at least:
- Don't `sys.exit()` from inside a subcommand — return the int and let `main()` exit.
- Don't print to stdout for errors — use `logging` (or `print(..., file=sys.stderr)` for top-level fatal errors).
- Don't add a subcommand without a smoke test in `backend/tests/test_cli_<name>.py`.
- `## Related skills` — references to `cyclone-store` (most subcommands touch the store), `cyclone-api-router` (`cyc serve` runs the FastAPI app), `cyclone-edi` (`cyc parse <file>`), `cyclone-tests` (CLI smoke tests).
Keep under ~200 lines.
- [ ] **Step 4: Verify**
```bash
head -5 .superpowers/skills/cyclone-cli/SKILL.md
wc -l .superpowers/skills/cyclone-cli/SKILL.md
grep -c "^## " .superpowers/skills/cyclone-cli/SKILL.md
```
Expected: frontmatter present, ≤ 200 lines, 5 `## ` sections.
- [ ] **Step 5: Commit**
```bash
git add .superpowers/skills/cyclone-cli/SKILL.md
git commit -m "feat(sp-skill-catalog): add cyclone-cli skill (CLI conventions)"
```
---
## Task 9: Final — README catalog section
**Goal:** Advertise the catalog to human readers and to AI agents reading the README on first contact.
**Files:**
- Modify: `README.md` (add a "Skills" section near the top)
- [ ] **Step 1: Find a good insertion point**
```bash
grep -n "^## " README.md | head -20
```
Pick a sensible location — typically after the existing "Install" or "Dev" section.
- [ ] **Step 2: Add the catalog section**
Add a new `## Skills` section listing all 8 skills with a one-line description each. Example:
```markdown
## Skills
Cyclone ships 8 project-scoped AI-assistant skills under
[`.superpowers/skills/`](.superpowers/skills/). Each one codifies the
conventions for a major subsystem so the next contributor (human or
AI) gets the lay of the land automatically.
| Skill | Owns |
|-------|------|
| [`cyclone-spec`](.superpowers/skills/cyclone-spec/SKILL.md) | The SP-N spec → plan → implement → merge flow. |
| [`cyclone-tests`](.superpowers/skills/cyclone-tests/SKILL.md) | pytest + vitest fixture patterns, prodfiles drop-in. |
| [`cyclone-edi`](.superpowers/skills/cyclone-edi/SKILL.md) | EDI parser/validator conventions (837P/835/999/270/271/277CA/TA1). |
| [`cyclone-tail`](.superpowers/skills/cyclone-tail/SKILL.md) | Live-tail streaming wire format and the hook triplet. |
| [`cyclone-store`](.superpowers/skills/cyclone-store/SKILL.md) | Store write-paths, pubsub event contract, SP21 split map. |
| [`cyclone-api-router`](.superpowers/skills/cyclone-api-router/SKILL.md) | FastAPI router conventions (`api_routers/`, `api_helpers.py`). |
| [`cyclone-frontend-page`](.superpowers/skills/cyclone-frontend-page/SKILL.md) | React page conventions (TanStack Query, drawer, URL state). |
| [`cyclone-cli`](.superpowers/skills/cyclone-cli/SKILL.md) | CLI subcommand conventions (`cli.py`, exit codes, smoke tests). |
Skills auto-load by description match — no slash command needed.
```
- [ ] **Step 3: Verify the section reads cleanly**
```bash
grep -n -A 16 "^## Skills" README.md
```
Expected: the section renders with all 8 rows and the trailing usage note.
- [ ] **Step 4: Commit**
```bash
git add README.md
git commit -m "docs(readme): add Skills section linking the 8-skill catalog"
```
---
## Self-review (run after writing the plan, before executing)
- [ ] **Spec coverage.** Skim each section of `docs/superpowers/specs/2026-06-21-cyclone-skill-catalog-design.md`. Confirm:
- Spec §"The catalog" → Tasks 1-8 each create the matching skill. ✅
- Spec §"Per-skill structure" → enforced by the shared template locked in Task 0. ✅
- Spec §"Loading & cross-references" → every Task has a `## Related skills` section. ✅
- Spec §"Build order / phasing" → Phase order = Task order (1-2 foundations, 3-4 domain, 5-6 backend, 7-8 frontend+CLI). ✅
- Spec §"Verification" → covered by verification steps in each task + Task 9 README addition. ✅
- [ ] **Placeholder scan.** No "TBD" / "TODO" / "implement later" in the plan. Each task's body content is specified (frontmatter exact, sections listed, key bullets enumerated).
- [ ] **Type / name consistency.**
- Skill names: `cyclone-spec`, `cyclone-tests`, `cyclone-edi`, `cyclone-tail`, `cyclone-store`, `cyclone-api-router`, `cyclone-frontend-page`, `cyclone-cli`. Same in every task. ✅
- Commit prefix: `feat(sp-skill-catalog): …` everywhere. ✅
- Section names: `## When to use`, `## Conventions`, `## Patterns`, `## Anti-patterns`, `## Related skills`. Same in every task. ✅
Plan passes self-review.
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@@ -0,0 +1,386 @@
# Drop `UNIQUE(batch_id, patient_control_number)` on Claims + Robust 409 UX
**Date:** 2026-06-21
**Branch:** `main`
**Status:** Draft (brainstorming approved, awaiting writing-plans)
**Scope:** Backend schema + minimal frontend error handling for collision 409.
---
## 1. Why this exists
Today, every multi-claim 837P file in `docs/prodfiles/837p-from-axiscare/` and
`docs/prodfiles/FromHPE/` returns **HTTP 409** on upload. The cause:
* The `claims` table has `UNIQUE(batch_id, patient_control_number)` declared
inline in `CREATE TABLE` (auto-index `sqlite_autoindex_claims_2`).
* `store._claim_837_row` populates `patient_control_number` from
`claim.subscriber.member_id` (the subscriber's insurance member id),
not from the CLM01 segment value.
* A real 837P submission routinely contains many `CLM*` segments per
subscriber (a member seeing multiple providers on the same day). All
those rows share the same `member_id` → same `patient_control_number`.
Within one batch, the constraint fires on claim #2.
Migration `0003_drop_claims_remits_unique_constraints.sql` already exists
with the right intent but is **buggy**: it does
`DROP INDEX IF EXISTS uq_claims_batch_pcn`, but the constraint is inline,
not a named index — so the `DROP INDEX` is a no-op and the constraint
survives.
The 409 error message ("duplicate CLM01 control numbers") is also
misleading because the column stores `member_id`, not CLM01.
This SP fixes both: drops the constraint properly via SQLite table
recreation, and gives the upload page a structured error panel for the
collision case so the operator can find the existing batch in one click.
---
## 2. Operator surface
| Surface | Change |
|---|---|
| DB | New migration `0013_drop_claims_unique_constraint.sql`; idempotent. |
| Python | `store.find_existing_batch_for_claim(claim_id)` new helper. |
| API | `POST /api/parse-837` and `/api/parse-835` 409 responses gain `existing_batch_id`. |
| UI | `/upload` page renders an inline error panel for 409 with a link to the existing batch. |
| Tests | New migration test, store helper test, API test, component test. |
No CLI / settings changes.
---
## 3. Schema migration
`backend/src/cyclone/migrations/0013_drop_claims_unique_constraint.sql`:
```sql
-- version: 13
-- Drop the inline UNIQUE(batch_id, patient_control_number) on claims.
-- Migration 0003 attempted DROP INDEX IF EXISTS uq_claims_batch_pcn but
-- the constraint is inline in CREATE TABLE, so the drop was a no-op.
-- The only way to remove an inline UNIQUE in SQLite is table recreation.
--
-- X12 837P allows any number of CLM segments per 2000B subscriber loop;
-- claim identity is provided by the primary key (claims.id = CLM01).
-- The remittances table had a parallel constraint already removed in 0003
-- (because that one WAS a named index), so this migration only touches
-- claims.
--
-- The migration runner (db_migrate.py) wraps each .sql file in an
-- implicit transaction via engine.begin(), so we MUST NOT use BEGIN/COMMIT
-- inside the file (nested transactions fail in SQLite). We defer FK
-- enforcement with PRAGMA defer_foreign_keys instead of turning FKs off
-- (which is a no-op inside a transaction in SQLite). The deferred
-- checks fire at commit and validate against the renamed claims table.
PRAGMA defer_foreign_keys = ON;
CREATE TABLE claims_new (
id TEXT PRIMARY KEY,
batch_id TEXT NOT NULL REFERENCES batches(id) ON DELETE CASCADE,
patient_control_number TEXT NOT NULL,
service_date_from DATE,
service_date_to DATE,
charge_amount NUMERIC(12, 2) NOT NULL DEFAULT 0,
provider_npi TEXT,
payer_id TEXT,
state TEXT NOT NULL DEFAULT 'submitted',
state_before_reversal TEXT,
matched_remittance_id TEXT REFERENCES remittances(id),
raw_json TEXT,
rejection_reason TEXT,
rejected_at TIMESTAMP,
resubmit_count INTEGER NOT NULL DEFAULT 0,
state_changed_at TIMESTAMP,
payer_rejected_at TEXT,
payer_rejected_reason TEXT,
payer_rejected_status_code TEXT,
payer_rejected_by_277ca_id TEXT,
payer_rejected_acknowledged_at TEXT,
payer_rejected_acknowledged_actor TEXT
-- NO UNIQUE (batch_id, patient_control_number) — removed.
);
INSERT INTO claims_new SELECT * FROM claims;
DROP TABLE claims;
ALTER TABLE claims_new RENAME TO claims;
-- Recreate secondary indexes (same names, same columns as initial schema
-- plus later migrations).
CREATE INDEX ix_claims_state ON claims(state);
CREATE INDEX ix_claims_patient_control_number ON claims(patient_control_number);
CREATE INDEX ix_claims_service_date_from ON claims(service_date_from);
CREATE INDEX ix_claims_state_changed_at ON claims(state, state_changed_at);
CREATE INDEX idx_claims_payer_rejected_at ON claims(payer_rejected_at);
CREATE INDEX idx_claims_payer_rejected_unack
ON claims(payer_rejected_at)
WHERE payer_rejected_acknowledged_at IS NULL;
```
**Note on the `db.py` ORM model:** `backend/src/cyclone/db.py` declares
the `Claim` ORM model with `UNIQUE(batch_id, patient_control_number)` in
`__table_args__`. After this migration the DB no longer enforces that
constraint, so the ORM declaration becomes aspirational. We leave it in
place as documentation (and as a guard if the DB ever gets rebuilt from
ORM on a fresh schema). No code reads through it; the dedup happens via
PK on `claims.id` in `store.add`.
---
## 4. Store helper
New function in `backend/src/cyclone/store.py`:
```python
def find_existing_batch_for_claim(claim_id: str) -> str | None:
"""Return the batch_id of the first batch containing this CLM01, or None."""
from cyclone import db
from cyclone.db import Claim
with db.SessionLocal()() as s:
row = s.execute(
select(Claim.batch_id).where(Claim.id == claim_id).limit(1)
).first()
return row[0] if row else None
def find_existing_batch_for_remit(payer_claim_control_number: str) -> str | None:
"""Return the batch_id of the first batch containing this CLP01, or None."""
from cyclone import db
from cyclone.db import Remittance
with db.SessionLocal()() as s:
row = s.execute(
select(Remittance.batch_id)
.where(Remittance.id == payer_claim_control_number)
.limit(1)
).first()
return row[0] if row else None
```
Both pure reads; no transaction management needed.
---
## 5. API change
`backend/src/cyclone/api.py`:
### 837 path (line 394-415)
After the UNIQUE constraint is dropped in migration 0013, an `IntegrityError`
in `store.add` can only originate from the PK on `claims.id` (CLM01) —
either two claims in the same file share CLM01 (rare) or the same CLM01
exists in a prior batch. The handler picks the first claim from
`result.claims` and asks the helper whether a prior batch already holds
that CLM01:
```python
except IntegrityError as exc:
first_claim_id = result.claims[0].claim_id if result.claims else None
existing_batch_id = (
store.find_existing_batch_for_claim(first_claim_id)
if first_claim_id else None
)
body = {
"error": "Duplicate claim",
"detail": (
"This file (or one previously ingested with the same "
"claim control number) collides with an existing record. "
"Inspect the file for duplicate CLM01 control numbers, or "
"remove the existing batch before retrying."
),
"batch_id": rec.id,
}
if existing_batch_id and existing_batch_id != rec.id:
body["existing_batch_id"] = existing_batch_id
log.warning("Duplicate claim while persisting batch %s: %s", rec.id, exc)
return JSONResponse(status_code=409, content=body)
```
The `existing_batch_id != rec.id` guard avoids surfacing the just-failed
batch as a "previous" batch (it never persisted).
### 835 path (line 588-602)
Same pattern with `find_existing_batch_for_remit` and the first remit's
`payer_claim_control_number` (`result.claims[0].payer_claim_control_number`):
```python
except IntegrityError as exc:
first_pcn = result.claims[0].payer_claim_control_number if result.claims else None
existing_batch_id = (
store.find_existing_batch_for_remit(first_pcn)
if first_pcn else None
)
body = {
"error": "Duplicate remittance",
"detail": (
"This 835 file (or one previously ingested with the same "
"payer claim control number) collides with an existing record. "
"Remove the existing remittance before retrying."
),
"batch_id": rec.id,
}
if existing_batch_id and existing_batch_id != rec.id:
body["existing_batch_id"] = existing_batch_id
log.warning("Duplicate remittance while persisting batch %s: %s", rec.id, exc)
return JSONResponse(status_code=409, content=body)
```
---
## 6. Frontend change
### `src/lib/api.ts`
`ApiError` carries an optional `existingBatchId`:
```typescript
export class ApiError extends Error {
constructor(
public status: number,
message: string,
public existingBatchId: string | null = null,
) {
super(message);
}
}
```
`readErrorBody()` parses JSON and, when status ≥ 400, attempts to extract
`existing_batch_id` and pass it through. `parse837`/`parse835` throw
`new ApiError(res.status, detail, existingBatchId)`.
### `src/pages/Upload.tsx`
New local state:
```typescript
type UploadError = {
kind: "duplicate";
existingBatchId: string | null;
filename: string;
};
const [uploadError, setUploadError] = useState<UploadError | null>(null);
```
On mutation error:
```typescript
} catch (err) {
if (err instanceof ApiError && err.status === 409) {
setUploadError({
kind: "duplicate",
existingBatchId: err.existingBatchId,
filename: file.name,
});
toast.error("Duplicate claim — file not ingested");
} else {
toast.error(err instanceof Error ? err.message : "Failed to parse file");
}
}
```
Inline error panel JSX (renders above streaming results when
`uploadError` is set):
```tsx
{uploadError ? (
<div className="error-panel">
<Badge variant="destructive">409</Badge>
<div className="error-title">Duplicate claim — file not ingested</div>
<div className="error-detail">
{filename} collides with an existing record.
{existingBatchId
? " Open the existing batch to compare, or pick a different file."
: " Pick a different file."}
</div>
<div className="error-actions">
{existingBatchId ? (
<Button onClick={() => navigate(`/batches/${existingBatchId}`)}>
Open existing batch →
</Button>
) : null}
<Button variant="ghost" onClick={() => { pickFile(null); }}>
Pick a different file
</Button>
</div>
</div>
) : null}
```
Styling matches the existing paper-toned surface (slate/parchment) per
the hybrid dark/paper treatment used elsewhere in the app.
---
## 7. Files changed
* `backend/src/cyclone/migrations/0013_drop_claims_unique_constraint.sql` — new
* `backend/src/cyclone/store.py``find_existing_batch_for_claim`,
`find_existing_batch_for_remit`
* `backend/src/cyclone/api.py` — both 409 handlers add
`existing_batch_id` lookup
* `src/lib/api.ts``ApiError.existingBatchId`
* `src/pages/Upload.tsx` — error state + inline panel
* `src/pages/Upload.test.tsx` — new test file
* `backend/tests/test_api_parse_persists.py` — new test cases
* `backend/tests/test_db_migrate.py` — new migration test
* `backend/tests/test_store.py` — new helper tests
No new dependencies. No config changes.
---
## 8. Out of scope
* A "Replace existing batch" destructive action — requires
`DELETE /api/batches/{id}` and reconciliation cascade handling; deferred.
* General 4xx error UI for other statuses (empty file, parse error,
validation errors). Those already surface in toasts and the streaming
view; a future SP can generalize the inline panel pattern.
* Renaming `patient_control_number` to `subscriber_member_id` to match
what it actually stores. Out of scope for this fix; tracked separately
if it becomes a source of confusion.
---
## 9. Risk
* **Migration reversibility**: SQLite has no `DROP CONSTRAINT`; the
recreation is destructive to schema (but not to data — `INSERT INTO
claims_new SELECT * FROM claims` preserves every row). If the
migration fails mid-way, the implicit transaction (`engine.begin()`
in `db_migrate.py`) rolls back. `PRAGMA defer_foreign_keys = ON` is
required because SQLite otherwise can't drop a table that other
tables reference (`remittances.claim_id`, `matches.claim_id`,
`line_reconciliations.claim_id`, `activity_events.claim_id`). The
deferred checks fire at commit and validate against the renamed
`claims` table.
* **Loss of uniqueness**: after the migration, two claims in one batch
*can* share a `patient_control_number`. This is the intended behavior.
Claim identity is still unique via `claims.id` (CLM01, PK) and the
existing dedup check in `store.add` (`s.get(Claim, claim.claim_id)`).
* **`existing_batch_id` race**: the helper runs after the failed
`store.add` transaction has rolled back. Between rollback and helper
call, another writer could delete the colliding claim. Result: 409
fires with no `existing_batch_id`; UI shows panel without link.
Acceptable — the panel still explains the collision and offers
"Pick a different file."
---
## 10. Test plan
| Test | Asserts |
|---|---|
| `test_db_migrate.py::test_drop_claims_unique_constraint` | After running migrations from v12, `user_version=13`, no `*claims*unique*` index exists, two rows with same `(batch_id, patient_control_number)` insert cleanly. |
| `test_db_migrate.py::test_migration_idempotent` | Running migrations on a v13 DB is a no-op. |
| `test_store.py::test_find_existing_batch_for_claim` | Helper returns None for unknown, returns batch_id for known, deterministic on duplicates. |
| `test_api_parse_persists.py::test_409_response_includes_existing_batch_id` | Upload duplicate; assert body has `existing_batch_id` pointing to the right batch. |
| `test_api_parse_persists.py::test_multi_claim_batch_with_duplicate_member_id_succeeds` | Upload a file with duplicate `member_id` claims; assert 200, all claims persisted. |
| `Upload.test.tsx::test_error_panel_renders_on_409_with_link` | Mock `useParse` to throw `ApiError(409, ..., existingBatchId)`; assert panel visible, link present. |
| `Upload.test.tsx::test_error_panel_renders_on_409_without_link` | Mock 409 with `existingBatchId: null`; assert panel visible, no link. |
| `Upload.test.tsx::test_no_panel_on_non_409` | Mock 400; assert panel absent, only toast. |
| `Upload.test.tsx::test_pick_different_clears_error` | Click button; assert `pickFile(null)` called and `errorState` cleared. |
@@ -0,0 +1,228 @@
# SP17 — Automated Encrypted DB Backups
**Date:** 2026-06-21
**Branch:** `sp17-encrypted-backups`
**Status:** Shipped
**Scope:** Backend only. No frontend changes (operator-only admin function).
---
## 1. Why this exists
The Cyclone SQLite database at `~/.local/share/cyclone/cyclone.db` is
the only authoritative store of every claim, remittance, audit event,
and reconciliation decision Cyclone has ever made. The README documents
`sqldiff .backup /path/to/backup.db` as a *manual* recipe. That has two
problems:
1. **Manual is unreliable.** The operator forgets. A disk failure on
the operator's laptop is unrecoverable. The 6-year HIPAA retention
expectation is not met by a recipe.
2. **No encryption.** The backup file inherits SQLCipher's encryption
if the live DB is encrypted, but only because the `.backup` API
copies the raw pages verbatim. If the operator ever exports a
backup for off-site storage (the obvious DR move) the file is
already encrypted — but there's no second layer, no key rotation,
no test of decryption, and no restore-drill automation.
SP17 fixes both: an automated tick creates an encrypted backup on a
schedule (default 24h), applies a retention policy (default 30 days),
and exposes API + CLI surface for create / list / restore / verify.
Restoration is two-step (initiate → confirm) to prevent an idle
browser tab from nuking a live DB.
The encryption layer is independent of SQLCipher: AES-256-GCM with a
passphrase-derived key (PBKDF2-HMAC-SHA256, 200k iterations). The
passphrase lives in the macOS Keychain alongside the SQLCipher key.
If the passphrase is missing, the backup layer falls back to deriving
a key from the SQLCipher key (less ideal but never silently broken).
## 2. File format
Each backup is a single file `<dir>/cyclone-backup-YYYYMMDDTHHMMSSZ.bin`
plus a sidecar `<...>.meta.json`:
```
+----------------+------------------+---------+--------+
| salt (16 bytes) | nonce (12 bytes) | cipher | tag |
+----------------+------------------+---------+--------+
AES-256-GCM over the SQLite .backup bytes
```
The sidecar is plaintext JSON with the *metadata* an operator needs to
decide whether to restore:
```json
{
"created_at": "2026-06-21T15:30:00Z",
"db_fingerprint": "sha256:7a1c...",
"table_count": 11,
"size_bytes": 245760,
"encryption": {
"kdf": "PBKDF2-HMAC-SHA256",
"kdf_iterations": 200000,
"cipher": "AES-256-GCM",
"key_fingerprint": "sha256:5e7c..."
}
}
```
The sidecar is *not* required to decrypt; it's a manifest. A real
DR drill is: pull the `.bin` from cold storage, decrypt with the
passphrase, restore.
## 3. Components
### 3.1 `cyclone.backup` — low-level crypto + file I/O
Pure functions, no DB dependency:
- `derive_key(passphrase: str, salt: bytes) -> bytes` — PBKDF2-HMAC-SHA256, 200k iters, 32-byte output.
- `encrypt(plaintext: bytes, key: bytes) -> bytes` — returns salt||nonce||ciphertext||tag.
- `decrypt(blob: bytes, key: bytes) -> bytes` — raises `BackupDecryptError` on auth failure.
- `BackupFile` dataclass — `(path, size, created_at, table_count, db_fingerprint)`.
### 3.2 `cyclone.backup_service` — high-level coordinator
- `BackupService(backup_dir, passphrase, retention_days=30, db_url=None)`.
- `create_now() -> BackupRecord` — runs SQLite `.backup()` to a temp file, encrypts, moves into `backup_dir`, writes sidecar, persists a row in `db_backups`. Crash-safe: on any failure the temp file is removed and the DB row is marked `error` with the reason.
- `list_backups() -> list[BackupRecord]` — directory listing, joined with `db_backups` rows for status.
- `restore(backup_id, *, confirm: bool) -> RestoreResult` — copies encrypted backup aside, decrypts into a temp file, asks SQLite to load it via a fresh engine, then disposes the live engine and reopens. Two-step: first call returns `{restore_token, preview_table_count}`, second call with the token performs the swap.
- `verify(backup_id) -> VerifyResult` — decrypts, recomputes SHA-256, compares to sidecar's `db_fingerprint`.
- `prune() -> list[str]` — delete `.bin`/`.meta.json` pairs and `db_backups` rows older than `retention_days`. Returns the deleted paths.
### 3.3 Migration `0012_backups.sql`
```sql
-- version: 12
CREATE TABLE db_backups (
id INTEGER PRIMARY KEY AUTOINCREMENT,
filename TEXT NOT NULL,
backup_dir TEXT NOT NULL,
size_bytes INTEGER NOT NULL DEFAULT 0,
db_fingerprint TEXT,
table_count INTEGER NOT NULL DEFAULT 0,
created_at TEXT NOT NULL,
status TEXT NOT NULL, -- 'pending' | 'ok' | 'error' | 'pruned'
error_message TEXT,
completed_at TEXT
);
CREATE UNIQUE INDEX ux_db_backups_filename ON db_backups(backup_dir, filename);
CREATE INDEX ix_db_backups_created_at ON db_backups(created_at DESC);
CREATE INDEX ix_db_backups_status ON db_backups(status);
```
### 3.4 Scheduler integration (SP16 extension)
`BackupService` is configured in the lifespan alongside the MFT
scheduler. A separate `BackupScheduler` class wraps `BackupService`
and ticks on its own interval. Auto-start opt-in via
`CYCLONE_BACKUP_AUTOSTART=true`.
### 3.5 API endpoints
| Method | Path | Purpose |
|--------|------|---------|
| POST | `/api/admin/backup/create` | Create a backup now |
| GET | `/api/admin/backup/list` | List backups (newest first) |
| GET | `/api/admin/backup/status` | Last backup time, count, schedule |
| POST | `/api/admin/backup/{id}/verify` | Decrypt + checksum verify |
| POST | `/api/admin/backup/{id}/restore/initiate` | First call: get restore_token + preview |
| POST | `/api/admin/backup/{id}/restore/confirm` | Second call: actually swap |
| POST | `/api/admin/backup/prune` | Apply retention policy now |
### 3.6 CLI
```
cyclone backup create
cyclone backup list
cyclone backup verify <id|filename>
cyclone backup restore <id|filename> --yes
cyclone backup prune
cyclone backup init-passphrase # interactively set the Keychain passphrase
```
## 4. Audit events (SP11)
Every backup lifecycle event writes a tamper-evident `audit_log` row:
- `db.backup_created` — payload includes `backup_id`, `db_fingerprint`, `table_count`, `actor`.
- `db.backup_failed` — payload includes `reason`, `traceback_tail`.
- `db.backup_restored` — payload includes `backup_id`, `restored_at`, `actor`.
- `db.backup_pruned` — payload includes `deleted_paths: list[str]`, `actor`.
- `db.backup_passphrase_set` — payload includes `key_fingerprint`, `actor`.
## 5. Failure modes
| Failure | Behavior |
|---------|----------|
| SQLCipher key missing | create_now() refuses with `BackupError("encryption not enabled")` |
| Passphrase missing | Falls back to deriving key from SQLCipher key + a fixed salt (`cyclone-db-backup-fallback-v1`). Logged at WARNING. |
| Disk full | Temp file removed, row marked error, audit event written. |
| Decrypt fails (wrong passphrase) | `BackupDecryptError` raised, row marked error. |
| Restore initiated while app has live traffic | Two-step confirm gates the actual swap; the engine is rebuilt in `dispose_engine` + `reinit_engine`. Brief downtime (~50ms) acknowledged to operator. |
| Clock skew on sidecar.created_at | We use the filesystem mtime as ground truth, not the OS-reported time. |
## 6. Out of scope
- Off-site upload (S3, B2, etc.) — operator's `rsync` to their offsite is the v1 answer.
- Compression — `.backup` is already a copy of pages, not much win.
- Incremental backups — full `.backup` is the right atomicity unit.
- Backup encryption with HSM / KMS — local Keychain is the operator model.
- Backup-of-backups — that's a DR runbook item, not a v1 feature.
## 7. Tests
| Suite | Count | Covers |
|-------|-------|--------|
| `test_backup_crypto.py` | 8 | key derivation, encrypt/decrypt round-trip, tampered ciphertext, wrong passphrase |
| `test_backup_service.py` | 12 | create/list/verify/restore/prune, sidecar I/O, retention policy |
| `test_api_backup.py` | 9 | all 7 endpoints, error responses, two-step restore |
| `test_cli_backup.py` | 5 | all 5 subcommands |
Total: 34 new tests. All pass.
## 8. Operator runbook (post-SP17)
```bash
# One-time: set the backup passphrase (separate from the SQLCipher key)
cyclone backup init-passphrase
# Enter + confirm a strong passphrase; stored in macOS Keychain under
# service "cyclone", account "backup.passphrase".
# Manual backup
cyclone backup create
# → cyclone-backup-20260621T153000Z.bin + .meta.json in $CYCLONE_BACKUP_DIR
# (default: ~/.local/share/cyclone/backups/)
# List
cyclone backup list
# Verify a backup
cyclone backup verify 42
# → {"ok": true, "db_fingerprint": "sha256:...", "table_count": 11}
# Restore
cyclone backup restore 42 --yes
# → prompts for confirmation; rebuilds the engine against the restored DB
# Prune (also runs nightly on the scheduler tick)
cyclone backup prune
# → deletes backups older than CYCLONE_BACKUP_RETENTION_DAYS (default 30)
```
Auto-start the scheduler at app launch:
```bash
export CYCLONE_BACKUP_AUTOSTART=true
export CYCLONE_BACKUP_INTERVAL_HOURS=24 # default
export CYCLONE_BACKUP_RETENTION_DAYS=30 # default
export CYCLONE_BACKUP_DIR=~/.local/share/cyclone/backups # default
```
## 9. Why this ships after SP16
SP16 (MFT polling) was the last big operational gap before backups
became urgent: with the scheduler running, an operator can lose days
of inbound 999/277CA work in one crash if there's no recent backup.
SP17 closes that loop.
@@ -0,0 +1,62 @@
# SP20 — NPI Checksum + Tax ID Format Validation
**Date:** 2026-06-21
**Branch:** `sp20-npi-validation`
**Status:** Shipped
**Scope:** Backend only. No frontend changes.
---
## 1. Why this exists
Cyclone's completeness review (`docs/reviews/2026-06-20-cyclone-completeness-review.md`
§3.1.10) flags this gap:
> **No NPI validation.** NPIs are captured (`claim.party.npi`) and
> used in matching, but never validated against the NPPES registry.
> Bad NPIs (typos, deactivated) silently propagate.
A real NPI is 10 digits where the last digit is a **Luhn checksum**
over the 9 preceding digits prefixed with the constant `80840`
(NPPES's "healthcare provider identifier" prefix).
**Tax ID** format: 9 digits, optionally formatted `XX-XXXXXXX`. We
don't validate against the IRS (that requires their published
e-file schema), but we *do* catch obvious typos — non-numeric chars,
wrong length, EIN prefix `00`/`07`/`8X` (reserved / never assigned).
This SP adds both checks as pure local validators — no network, no
NPPES call. Operators who want real NPPES verification can wire it
in later; this SP catches the 99% case (a typo) at parse time.
## 2. Operator surface
| Surface | Usage |
|---------|-------|
| Python | `from cyclone.npi import is_valid_npi, is_valid_tax_id` |
| CLI | `cyclone validate-npi 1881068062` |
| CLI | `cyclone validate-tax-id 72-1587149` |
| API | `GET /api/admin/validate-provider?npi=1881068062&tax_id=72-1587149` |
The parser's claim-level validator (cyclone.parsers.validator) gains
a new R-rule that flags bad NPIs as a `validation.warning` (not an
error — the operator might be intentionally ingesting test files with
placeholder NPIs).
## 3. Files
* `cyclone/npi.py` — new module (~120 LOC). `is_valid_npi()`,
`is_valid_tax_id()`, `npi_checksum()`, plus the NPPES constant.
* `cyclone.parsers.validator` — new rule that flags bad NPIs in the
billing / rendering / referring / service-facility loops.
* `cyclone.api` — new admin endpoint.
* `cyclone.cli``validate-npi` + `validate-tax-id` subcommands.
* Tests: `test_npi.py` (12), `test_api_validate_provider.py` (4),
`test_cli_validate.py` (4) — 20 new tests.
## 4. Threat model
NPIs and tax IDs are sensitive (PHI under HIPAA). The validators run
locally; nothing leaves the process. The CLI's `validate-npi`
subcommand doesn't log the value (operators shouldn't paste real
NPIs into shared logs).
@@ -0,0 +1,798 @@
# Parse → Detect → Decide: 837P/835 Upload Workflow
**Date:** 2026-06-21
**Branch:** `claims-unique-fix` (worktree)
**Status:** Draft (brainstorming approved, awaiting writing-plans)
**Supersedes:** `2026-06-21-cyclone-claims-unique-constraint-and-409-ux-design.md` (kept for the migration 0013 + store helper sections, which still apply).
---
## 1. Why this exists
Today's upload flow is "parse → validate → persist" in a single call.
When a claim's CLM01 collides with a prior batch, the persist raises
`IntegrityError`, the transaction rolls back, and the API returns 409
with **no parse result, no list of colliding claims, and no way to act**.
The user sees only an error message and a `batch_id` that doesn't exist.
This is wrong: the parse already happened. The user should see what was
parsed, see which claims collide with which prior batches, and decide
what to do (force-insert, delete the prior batch, or pick a different
file). The 409 response body today is too thin to make that decision.
The root cause of the 409s is a schema bug — see
`2026-06-21-cyclone-claims-unique-constraint-and-409-ux-design.md` §1.
Migration 0013 drops the `UNIQUE(batch_id, patient_control_number)` inline
constraint that 0003 was supposed to drop. After 0013 lands, **multi-claim
837P files where many CLM segments share a subscriber's `member_id` will
ingest cleanly for the first time**.
But 0013 alone is not enough. The current schema has `claims.id` and
`remittances.id` as single-column PRIMARY KEYs, which means the same
CLM01 cannot exist in two different batches. That makes "cross-batch
CLM01 collisions" impossible to express in the data — but it also makes
resubmits impossible, and it makes the 409-with-collision-summary workflow
this SP describes unreachable. **Migration 0014 (added as Task 1.3 to the
plan) relaxes the PKs to composite `(batch_id, id)`.** After 0014 lands,
real resubmits are representable, the pre-flight 409 path actually fires,
and the workflow defined below is exercisable end-to-end against real data.
This SP defines the workflow for both classes of collision:
1. Multi-claim files with shared `member_id` (no longer a 409 after 0013).
2. Files where one or more CLM01s exist in a prior batch (a 409 after 0014; this SP defines the UX for it).
---
## 2. Operator surface
| Surface | Change |
|---|---|
| Backend | Pre-flight dedup check in `parse_837` and `parse_835`. New `?force=true` query param. New `DELETE /api/batches/{id}` endpoint. 409 body shape changes. |
| Frontend | `Upload.tsx` panel renders the full parse result + collision summary, with actions: "Force insert (skip dups)", "Open prior batch", "Delete prior batch and retry", "Pick a different file". |
| Tests | Migration + store helpers (already done in `claims-unique-fix`). New tests for: pre-flight dedup, force-insert, within-file dup, race 409, DELETE endpoint, frontend panel. |
---
## 3. The workflow
### 3.1 No collision (the happy path)
```
User → POST /api/parse-837 (file)
← 200 + ParseResult + batch_id
Batch persisted. UI shows parsed claims and links to the new batch.
```
### 3.2 Collision (the new path)
```
User → POST /api/parse-837 (file)
← 409 + {
error: "Duplicate claim",
detail: "...",
existing_batch_id: "B123", # most-recent prior batch with a colliding CLM01
collisions: {
colliding_claim_ids: ["A", "B"],
total_collisions: 2,
total_claims: 141, # claims in the file
new_claims_after_skip: 139, # claims that WOULD be inserted on force
},
parse_result: { ... full ParseResult ... },
}
User sees the parse result in the panel.
User can:
- Click "Force insert (skip 2 dups)" → POST /api/parse-837?force=true (same file)
← 200 + ParseResult + { skipped_claim_ids: ["A", "B"], inserted: 139 }
- Click "Open prior batch" → navigate to /batches/B123
- Click "Delete prior batch" → DELETE /api/batches/B123, then click "Re-upload"
- Click "Pick a different file" → clear the upload state
```
### 3.3 Force-insert after collision
`force=true` skips the pre-flight check. The store's existing per-row
`s.get(Claim, claim_id)` dedup still skips colliding rows silently, so
the new batch persists with only the non-colliding claims. The response
body includes `skipped_claim_ids` so the UI can show what was skipped.
`force=true` does NOT bypass the parser. If the file fails validation
(missing diagnosis, malformed segment), the response is still 422.
### 3.4 Race condition (pre-flight clean, persist fails)
If a pre-flight dedup check finds no collisions, but a concurrent process
ingests a colliding CLM01 between the check and the persist, the persist
will still raise `IntegrityError`. The handler catches it and returns
**the same 409 shape as the pre-flight collision** with
`existing_batch_id` set to the racing batch and `detail` mentioning
"another process ingested this between the check and the persist —
re-upload to retry". The user re-runs the same flow.
---
## 4. Within-file duplicates
If the file itself has the same CLM01 twice (a malformed file, not a
cross-batch collision), the pre-flight check catches it the same way:
it returns 409 with `existing_batch_id: null` and `detail: "CLM01 A
appears twice in this file"`. The user can only force-insert (which
skips the second instance). They can't "delete the prior batch" because
there isn't one — it's a bad file.
---
## 5. The 409 body shape
```json
{
"error": "Duplicate claim",
"detail": "This file (or one previously ingested with the same claim control number) collides with an existing record. 2 of 141 claims collide with batch B123.",
"batch_id": null,
"existing_batch_id": "B123",
"collisions": {
"colliding_claim_ids": ["A", "B"],
"total_collisions": 2,
"total_claims": 141,
"new_claims_after_skip": 139
},
"parse_result": { ... full ParseResult ... }
}
```
Field semantics:
- `error`: short tag for the UI ("Duplicate claim", "Duplicate remittance", "Within-file duplicate CLM01").
- `detail`: human-readable, mentions the count and the existing batch when known.
- `batch_id`: always `null` on 409 (the insert rolled back).
- `existing_batch_id`: the most-recent prior batch that contains a colliding CLM01, or `null` if (a) the collision is within-file, or (b) the colliding claim has since been deleted (race).
- `collisions.colliding_claim_ids`: subset of `parse_result.claims[].claim_id` that collides.
- `collisions.total_claims`: count from `parse_result.summary.total_claims`.
- `collisions.new_claims_after_skip`: `total_claims - total_collisions`.
- `parse_result`: the full `ParseResult` (same shape as a 200 response body). The UI uses this to render the parsed claims list.
The 200 body on `force=true` adds `skipped_claim_ids: ["A", "B"]` at the top level so the UI can show a "skipped" badge per claim.
---
## 6. `DELETE /api/batches/{id}`
New endpoint. Cascades through `ON DELETE CASCADE` FKs:
```
batches ─┬─ claims ─┬─ matches
│ ├─ activity_events (claim_id)
│ └─ line_reconciliations
├─ remittances ─┬─ cas_adjustments
│ ├─ service_line_payments
│ └─ activity_events (remittance_id)
└─ activity_events (batch_id only)
```
FKs already declare `ON DELETE CASCADE` in the migrations, so the
SQLite engine handles the cascade. The endpoint just needs to
`session.delete(batch_row)` and commit.
The endpoint:
- `204 No Content` on success.
- `404 Not Found` if the batch doesn't exist.
- `409 Conflict` if the batch has any claims in a non-`submitted` state
(e.g., `paid`, `reversed`, `denied`). Forces the user to first
unreconcile — same as the existing 409 pattern for `manual_match` /
`manual_unmatch` (see `store.py:AlreadyMatchedError`).
A `batch_deleted` activity event is recorded before the delete so the
audit log has a tombstone. The event's `batch_id` will be `null` after
the cascade (the FK is to `batches.id` with no `ON DELETE` clause
specified in any migration; verify in `migrations/0001_initial.sql`
the spec says we preserve audit history). If the FK is `ON DELETE
CASCADE`, we record the event AFTER the cascade with `batch_id` set to
the deleted id and rely on the cascade to remove it (acceptable, or we
use a no-cascade FK and keep the tombstone). **Open question resolved
during implementation by reading the actual FK clauses.**
---
## 7. Backend implementation
### 7.1 New dedup helper
`backend/src/cyclone/store.py` (already added in `claims-unique-fix`):
```python
def find_existing_batch_for_claim(claim_id: str) -> str | None:
"""Return the batch_id of the first batch containing this claim id, or None.
Pure read; opens a short-lived session. Used by the 837 409 handler to
surface which prior batch already holds the same CLM01.
Returns the most-recent batch (ORDER BY parsed_at DESC LIMIT 1) so the
UI links to the most likely "where did the dup come from" answer.
"""
from sqlalchemy import select
from cyclone.db import Claim
with db.SessionLocal()() as s:
row = s.execute(
select(Claim.batch_id)
.where(Claim.id == claim_id)
.order_by(Claim.state_changed_at.desc()) # most-recent touch
.limit(1)
).first()
return row[0] if row else None
def find_existing_batch_for_remit(remit_id: str) -> str | None:
"""Same shape as find_existing_batch_for_claim but for remittances."""
from sqlalchemy import select
from cyclone.db import Remittance
with db.SessionLocal()() as s:
row = s.execute(
select(Remittance.batch_id)
.where(Remittance.id == remit_id)
.order_by(Remittance.received_at.desc())
.limit(1)
).first()
return row[0] if row else None
```
The current `claims-unique-fix` implementation uses
`select(Claim.batch_id).where(Claim.id == claim_id).limit(1)` without
`ORDER BY`. We replace it with the ordered version to satisfy
"return the most-recent colliding batch".
### 7.2 New pre-flight dedup check
`backend/src/cyclone/dedup.py` (new file, single responsibility):
```python
"""Pre-flight dedup for parsed 837P/835 batches.
Splits the parsed result into "would-insert" and "would-skip" sets by
querying the DB for any claim_id / payer_claim_control_number already
present. Also detects within-file duplicates by counting claim_id
frequencies.
Used by the parse-837 and parse-835 endpoints between validation and
persist, so the user can see the parse result + collision summary
before any DB write.
"""
from __future__ import annotations
from collections import Counter
from dataclasses import dataclass
from sqlalchemy import select
from sqlalchemy.orm import Session
from cyclone import db
from cyclone.db import Claim, Remittance
@dataclass(frozen=True)
class CollisionReport:
"""What the parse endpoint needs to render a 409 response."""
colliding_claim_ids: list[str] # CLM01s (837) or CLP01s (835)
existing_batch_id: str | None # most-recent prior batch with a collision, or None
within_file_duplicate_ids: list[str] # CLM01s appearing twice in this file (subset of colliding_claim_ids)
total_claims: int
def preflight_837(result, session: Session | None = None) -> CollisionReport:
"""Detect 837 collisions: within-file dupes + cross-batch CLM01 dupes."""
claim_ids = [c.claim_id for c in result.claims]
counts = Counter(claim_ids)
within_file_duplicate_ids = sorted(
cid for cid, n in counts.items() if n > 1
)
seen: set[str] = set(claim_ids)
if not seen:
return CollisionReport(
colliding_claim_ids=[],
existing_batch_id=None,
within_file_duplicate_ids=[],
total_claims=0,
)
own_session = session is None
if own_session:
session = db.SessionLocal()()
try:
rows = session.execute(
select(Claim.id, Claim.batch_id)
.where(Claim.id.in_(seen))
.order_by(Claim.state_changed_at.desc())
).all()
finally:
if own_session:
session.close()
db_collisions = {cid: bid for cid, bid in rows}
colliding = sorted(cid for cid in seen if cid in db_collisions)
existing_batch_id = next(iter(db_collisions.values()), None) if db_collisions else None
return CollisionReport(
colliding_claim_ids=colliding,
existing_batch_id=existing_batch_id,
within_file_duplicate_ids=within_file_duplicate_ids,
total_claims=len(claim_ids),
)
def preflight_835(result, session: Session | None = None) -> CollisionReport:
"""Same shape for 835 remittances. Payer claim control number = CLP01 = remittance.id."""
pcns = [c.payer_claim_control_number for c in result.claims]
counts = Counter(pcns)
within_file_duplicate_ids = sorted(p for p, n in counts.items() if n > 1)
seen = set(pcns)
if not seen:
return CollisionReport(
colliding_claim_ids=[],
existing_batch_id=None,
within_file_duplicate_ids=[],
total_claims=0,
)
own_session = session is None
if own_session:
session = db.SessionLocal()()
try:
rows = session.execute(
select(Remittance.id, Remittance.batch_id)
.where(Remittance.id.in_(seen))
.order_by(Remittance.received_at.desc())
).all()
finally:
if own_session:
session.close()
db_collisions = {pcn: bid for pcn, bid in rows}
colliding = sorted(pcn for pcn in seen if pcn in db_collisions)
existing_batch_id = next(iter(db_collisions.values()), None) if db_collisions else None
return CollisionReport(
colliding_claim_ids=colliding,
existing_batch_id=existing_batch_id,
within_file_duplicate_ids=within_file_duplicate_ids,
total_claims=len(pcns),
)
```
### 7.3 Modified `parse_837` endpoint
```python
@app.post("/api/parse-837")
async def parse_837(
request: Request,
file: UploadFile = File(...),
payer: str = Query("co_medicaid"),
include_raw_segments: bool = Query(True),
strict: bool = Query(False),
ack: bool = Query(False),
force: bool = Query(False), # NEW
) -> Any:
# ... existing parse + validate ...
if _has_claim_validation_errors(result):
return JSONResponse(status_code=422, content=json.loads(result.model_dump_json()))
# NEW: pre-flight dedup check
if not force and result.claims:
report = dedup.preflight_837(result)
if report.colliding_claim_ids or report.within_file_duplicate_ids:
return _build_409_response(
result=result,
report=report,
error="Duplicate claim",
kind="cross_batch" if report.existing_batch_id else "within_file",
)
# Persist (existing path). On IntegrityError (race), same 409 shape.
rec = BatchRecord(
id=uuid.uuid4().hex,
kind="837p",
input_filename=file.filename or "upload.txt",
parsed_at=utcnow(),
result=result,
)
try:
store.add(rec, event_bus=request.app.state.event_bus)
except IntegrityError as exc:
# Race: pre-flight said clean, but persist hit a PK. Re-run pre-flight
# so the 409 body has the same shape.
report = dedup.preflight_837(result)
return _build_409_response(
result=result,
report=report,
error="Duplicate claim (race condition)",
kind="race",
)
# ... existing response ...
if _client_wants_json(request):
body = json.loads(result.model_dump_json())
if ack:
ack_body = _build_and_persist_ack(rec.id)
if ack_body is not None:
body["ack"] = ack_body
# If force=true, the store.add silently skipped some claims.
# Surface what was skipped so the UI can show a "skipped" badge.
if force:
body["skipped_claim_ids"] = sorted({
c.claim_id for c in result.claims
if _claim_skipped(c.claim_id, rec.id)
})
return JSONResponse(content=body)
# ... streaming response ...
```
Where:
```python
def _build_409_response(
result, report, error: str, kind: str
) -> JSONResponse:
"""Build the standard 409 body for any dedup failure."""
if kind == "cross_batch":
detail = (
f"{len(report.colliding_claim_ids)} of {report.total_claims} "
f"claims collide with prior batch {report.existing_batch_id}. "
f"Force-insert to skip the duplicates, or delete the prior batch."
)
elif kind == "within_file":
detail = (
f"CLM01(s) {', '.join(report.within_file_duplicate_ids)} appear "
f"twice in this file. Force-insert will keep the first occurrence "
f"and skip the rest."
)
else: # race
detail = (
f"Another process ingested a colliding batch between the check "
f"and the persist. Re-upload to retry with the latest state."
)
body = {
"error": error,
"detail": detail,
"batch_id": None,
"existing_batch_id": report.existing_batch_id,
"collisions": {
"colliding_claim_ids": report.colliding_claim_ids,
"total_collisions": len(report.colliding_claim_ids),
"total_claims": report.total_claims,
"new_claims_after_skip": report.total_claims - len(report.colliding_claim_ids),
},
"parse_result": json.loads(result.model_dump_json()),
}
return JSONResponse(status_code=409, content=body)
```
`force=true` does NOT bypass validation (still 422 for bad data). It
only bypasses the pre-flight dedup. The `store.add` dedup still skips
colliding claims silently, but the response surfaces the skip list.
### 7.4 Modified `parse_835` endpoint
Same pattern, with `dedup.preflight_835` and the 835 parse result. Not
shown in detail; the structure mirrors 837.
### 7.5 New `DELETE /api/batches/{id}`
```python
@app.delete("/api/batches/{batch_id}")
def delete_batch(batch_id: str) -> dict:
"""Hard-delete a batch and all its child rows.
Returns 204 on success, 404 if missing, 409 if the batch has any
claims/remits in a non-`submitted` state (must unreconcile first).
"""
from cyclone import db
with db.SessionLocal()() as s:
batch = s.get(db.Batch, batch_id)
if batch is None:
raise HTTPException(404, f"Batch {batch_id} not found")
# Refuse if any claim/remittance is past 'submitted' state
non_submitted = s.execute(
select(db.Claim.id)
.where(db.Claim.batch_id == batch_id)
.where(db.Claim.state != "submitted")
.limit(1)
).first()
if non_submitted is not None:
raise HTTPException(
409,
f"Batch {batch_id} has claims in non-submitted state; "
f"unreconcile first before deleting.",
)
# Record tombstone activity event before the cascade
s.add(db.ActivityEvent(
ts=utcnow(),
kind="batch_deleted",
batch_id=batch_id,
payload_json={"message": f"Batch {batch_id} deleted"},
))
s.flush()
s.delete(batch)
s.commit()
return {"ok": True, "batch_id": batch_id}
```
The FKs in the schema (`migrations/0001_initial.sql` and later) declare
`ON DELETE CASCADE` on `claims.batch_id`, `remittances.batch_id`, etc.
SQLite handles the cascade at the engine level. We verify this assumption
in the implementation test by deleting a batch with child rows and
asserting the child rows are gone.
---
## 8. Frontend
### 8.1 `src/lib/api.ts`
`ApiError` carries more collision data:
```typescript
export class ApiError extends Error {
constructor(
public status: number,
message: string,
public existingBatchId: string | null = null,
public collisions: CollisionSummary | null = null,
public parseResult: unknown = null,
) {
super(message);
}
}
export type CollisionSummary = {
colliding_claim_ids: string[];
total_collisions: number;
total_claims: number;
new_claims_after_skip: number;
};
```
`parse837` adds `?force=true` to the URL when called for the
"force-insert" action:
```typescript
export async function parse837(
file: File,
options: { onProgress?: (p: number) => void; force?: boolean } = {},
): Promise<ParseResult> {
const url = `${base}/api/parse-837${options.force ? "?force=true" : ""}`;
// ... existing fetch + body parse ...
if (!res.ok) {
const { message, existingBatchId, collisions, parseResult } = await readErrorBody(res);
throw new ApiError(res.status, message, existingBatchId, collisions, parseResult);
}
return res.json();
}
```
### 8.2 `src/pages/Upload.tsx`
New state:
```typescript
type UploadError = {
kind: "duplicate";
existingBatchId: string | null;
collisions: CollisionSummary;
parseResult: ParseResult;
filename: string;
};
const [uploadError, setUploadError] = useState<UploadError | null>(null);
const [forceInserting, setForceInserting] = useState(false);
```
Panel JSX (above the streaming results):
```tsx
{uploadError ? (
<div
role="alert"
className="rounded-md border border-destructive/40 bg-destructive/5 p-4 mx-auto max-w-3xl"
>
<div className="flex items-center gap-2">
<span className="inline-flex items-center rounded-md bg-destructive px-2 py-0.5 text-xs font-semibold text-destructive-foreground">
409
</span>
<span className="font-semibold">
{uploadError.collisions.total_collisions} of {uploadError.collisions.total_claims} claims
collide
{uploadError.existingBatchId
? ` with batch ${uploadError.existingBatchId}`
: " within this file"}
</span>
</div>
<p className="mt-2 text-sm text-muted-foreground">
File <span className="font-mono">{uploadError.filename}</span> would persist
{" "}{uploadError.collisions.new_claims_after_skip} of {uploadError.collisions.total_claims} claims.
Colliding CLM01s: {uploadError.collisions.colliding_claim_ids.join(", ")}.
</p>
<div className="mt-3 flex flex-wrap gap-2">
<Button
disabled={forceInserting}
onClick={async () => {
setForceInserting(true);
try {
// re-call with force=true; the response will be 200 + skipped_claim_ids
const result = await parse837(file, { onProgress: () => {}, force: true });
setParseResult(result);
setUploadError(null);
toast.success(
`Force-inserted: ${result.summary.total_claims - (result.skipped_claim_ids?.length ?? 0)} of ${result.summary.total_claims} claims (skipped ${result.skipped_claim_ids?.length ?? 0} dups)`,
);
} catch (err) {
toast.error(err instanceof Error ? err.message : "Force-insert failed");
} finally {
setForceInserting(false);
}
}}
>
Force insert (skip {uploadError.collisions.total_collisions} dups)
</Button>
{uploadError.existingBatchId ? (
<>
<Button variant="outline" onClick={() => navigate(`/batches/${uploadError.existingBatchId}`)}>
Open prior batch
</Button>
<Button
variant="outline"
onClick={async () => {
if (!confirm(`Delete batch ${uploadError.existingBatchId}? This cannot be undone.`)) return;
await deleteBatch(uploadError.existingBatchId);
toast.success(`Deleted ${uploadError.existingBatchId}`);
setUploadError(null);
pickFile(null);
}}
>
Delete prior batch
</Button>
</>
) : null}
<Button variant="ghost" onClick={() => { setUploadError(null); pickFile(null); }}>
Pick a different file
</Button>
</div>
{/* The full parse result is rendered below so the user can see what was parsed. */}
<details className="mt-3 text-sm">
<summary>Show parsed claims ({uploadError.parseResult.claims.length})</summary>
<pre className="mt-2 max-h-64 overflow-auto rounded bg-muted p-2 text-xs">
{JSON.stringify(uploadError.parseResult.summary, null, 2)}
</pre>
</details>
</div>
) : null}
```
---
## 9. Database
Migration 0013 already exists on the `claims-unique-fix` worktree. It
drops the `UNIQUE(batch_id, patient_control_number)` inline constraint.
After it runs:
- The 409 fires only on actual CLM01 collisions (not the `member_id`
dedup that was over-constraining before).
- Multi-claim 837P files with shared `member_id` ingest cleanly for
the first time.
Migration 0014 (added as Task 1.3 in the plan) further relaxes the schema:
it changes the PKs on `claims` and `remittances` from single-column
(`id`) to composite (`batch_id`, `id`). This is what allows resubmits and
makes the workflow in §3 reachable.
No new tables. No new columns. The DELETE endpoint relies on existing
`ON DELETE CASCADE` FKs.
---
## 10. Files changed
| File | Change |
|---|---|
| `backend/src/cyclone/migrations/0013_drop_claims_unique_constraint.sql` | new (DONE on `claims-unique-fix`) |
| `backend/src/cyclone/migrations/0014_relax_claims_remits_pk.sql` | new: composite PK `(batch_id, id)` on `claims` and `remittances`; updates FKs |
| `backend/src/cyclone/store.py` | new `find_existing_batch_for_claim` / `find_existing_batch_for_remit` (DONE) + new `delete_batch` method |
| `backend/src/cyclone/dedup.py` | new file: pre-flight `preflight_837` / `preflight_835` + `CollisionReport` dataclass |
| `backend/src/cyclone/api.py` | 837/835 endpoints: pre-flight check, force param, new 409 body, race handler, new DELETE endpoint |
| `src/lib/api.ts` | `ApiError` adds `collisions` + `parseResult`; `parse837`/`parse835` accept `force`; new `deleteBatch` |
| `src/pages/Upload.tsx` | new `UploadError` state, error panel JSX, force-insert handler, delete-prior handler |
| `src/pages/Upload.test.tsx` | new tests (4 cases from §11) |
| `backend/tests/test_db_migrate.py` | 0013 idempotency + UNIQUE-dropped tests (DONE); 0014 composite-PK + FK-cascade tests |
| `backend/tests/test_store.py` | `find_existing_batch_for_claim`/`remit` tests (DONE) |
| `backend/tests/test_dedup.py` | new tests for `preflight_837` / `preflight_835` (§11) |
| `backend/tests/test_api_parse_persists.py` | new tests: pre-flight 409, force-insert, within-file 409, race 409, DELETE endpoint (§11) |
No new dependencies. No config changes.
---
## 11. Test plan
### Backend (pytest)
| Test | File | Asserts |
|---|---|---|
| `test_preflight_837_finds_no_collisions_on_empty_db` | `test_dedup.py` | empty DB → empty `colliding_claim_ids`, no `existing_batch_id` |
| `test_preflight_837_finds_cross_batch_collision` | `test_dedup.py` | pre-seed a claim; pre-flight returns that claim_id in `colliding_claim_ids` and the seeded batch in `existing_batch_id` |
| `test_preflight_837_finds_within_file_duplicate` | `test_dedup.py` | parsed result has the same CLM01 twice; pre-flight returns it in both `colliding_claim_ids` and `within_file_duplicate_ids` |
| `test_preflight_837_returns_most_recent_batch_id` | `test_dedup.py` | pre-seed 3 batches with the same CLM01 at different times; pre-flight returns the most-recent batch_id |
| `test_preflight_835_mirrors_837` | `test_dedup.py` | same shape for remittances |
| `test_parse_837_409_includes_parse_result_and_collisions` | `test_api_parse_persists.py` | pre-seed a claim; upload a file with a colliding CLM01; assert 409 with `parse_result`, `collisions.colliding_claim_ids`, `existing_batch_id` |
| `test_parse_837_409_within_file_duplicate_has_null_batch_id` | `test_api_parse_persists.py` | upload a file with the same CLM01 twice; assert 409 with `existing_batch_id: null` and `within_file_duplicate_ids` populated |
| `test_parse_837_force_true_persists_non_colliding_claims` | `test_api_parse_persists.py` | pre-seed a claim; upload a file with 3 claims, 1 colliding; assert 200 with `skipped_claim_ids: [colliding_id]`, the 2 non-colliding claims persist |
| `test_parse_837_force_true_does_not_bypass_validation` | `test_api_parse_persists.py` | a file that fails validation still returns 422 with `force=true` |
| `test_parse_837_race_409_uses_same_body_shape` | `test_api_parse_persists.py` | mock `store.add` to raise IntegrityError; assert 409 body has the same shape as the pre-flight 409 |
| `test_delete_batch_cascades_to_claims` | `test_api_parse_persists.py` | persist a batch with 2 claims; DELETE; assert batch and both claims are gone |
| `test_delete_batch_404_on_unknown` | `test_api_parse_persists.py` | DELETE /api/batches/does-not-exist → 404 |
| `test_delete_batch_409_on_reconciled_claims` | `test_api_parse_persists.py` | persist a batch, mark a claim state='paid'; DELETE → 409 |
| `test_parse_837_after_delete_succeeds` | `test_api_parse_persists.py` | pre-seed a colliding claim; DELETE that batch; re-upload the same file; assert 200 |
### Frontend (vitest)
| Test | File | Asserts |
|---|---|---|
| `test_error_panel_renders_on_409_with_collisions` | `Upload.test.tsx` | mock `parse837` to throw `ApiError(409, ..., PRIOR, collisions, parseResult)`; assert panel visible with all collision data |
| `test_force_insert_button_re_calls_with_force_true` | `Upload.test.tsx` | user clicks "Force insert"; assert `parse837` is called with `{ force: true }` |
| `test_delete_prior_button_calls_deleteBatch` | `Upload.test.tsx` | user clicks "Delete prior batch"; assert `deleteBatch(existingBatchId)` is called |
| `test_pick_different_clears_error` | `Upload.test.tsx` | user clicks "Pick a different file"; assert `uploadError` is cleared and file picker is reset |
| `test_no_panel_on_non_409` | `Upload.test.tsx` | 400 error; assert panel absent |
| `test_within_file_duplicate_omits_prior_batch_actions` | `Upload.test.tsx` | 409 with `existingBatchId: null`; assert "Open prior batch" and "Delete prior batch" buttons are absent |
---
## 12. Out of scope
* Batch editing (update claim state, edit claim fields). Future SP.
* Cross-batch dedup REPORT (a "find all CLM01s in batches B1+B2+B3"
query). Future SP.
* Migration reversibility for 0013 — the recreation preserves data but
not schema history. Acceptable since 0013 just drops an inline
constraint; recreating the constraint would be a separate migration.
* Audit event for force-insert skips. The user explicitly chose to
skip silently; we honor that.
---
## 13. Risk
* **Pre-flight check race**: between the check and the persist, a
concurrent process could ingest a colliding claim. The persist would
then raise `IntegrityError`; the handler returns the same 409 shape
with `detail` mentioning the race. The user re-runs. Acceptable.
* **DELETE on a large batch**: cascade through `claims`, `remittances`,
`matches`, `line_reconciliations`, `activity_events`. SQLite handles
the cascade in a single transaction; a 140-claim batch deletes in
<100ms. The endpoint refuses if any claim is past `submitted` state.
* **`force=true` silent skip**: the user clicks "Force insert" and
the response says "X of Y claims persisted, Z skipped". They
acknowledged this in the panel before clicking. No undo.
* **Within-file duplicates and force-insert**: the user can force-insert
a file with the same CLM01 twice. The first instance persists, the
second is silently skipped. This is intentional — within-file dupes
are usually a typo, and the user has explicitly asked to proceed.
* **`existing_batch_id` may be stale**: the helper returns the
most-recent batch by `state_changed_at` (or `received_at` for 835).
The user clicks "Open prior batch" and the batch may have been
deleted in the meantime. The BatchesList page already handles 404
gracefully.
---
## 14. Rollout
1. **Schema**: migration 0013 applies on next `cyclone` startup.
Idempotent and reversible only by rebuilding the `claims` table
(acceptable; production data preserved by the INSERT...SELECT).
2. **Backend API**: new `force` param + new 409 body shape + new
DELETE endpoint. Existing clients that don't pass `force` see the
same behavior as before for collision-free files. Collision cases
now get a richer 409 body that includes `parse_result`; clients
that ignore the new fields keep working.
3. **Frontend**: `Upload.tsx` panel replaces the toast on 409. Users
who don't read the panel still see the toast and the 409 message
in the streaming view.
4. **No data migration**: nothing to migrate. 0013 is structural only.
@@ -0,0 +1,502 @@
# Sub-project 22 — Cyclone Pipeline Agent: Design Spec
**Date:** 2026-06-21
**Status:** Draft (awaiting user review)
**Branch:** `sp22-pipeline-agent` (not yet created; will branch from `main`)
**Aesthetic direction:** n/a (backend automation; no UI surface)
## 1. Scope
A production-grade agent (sibling Python package `cyclone-pipeline`) that
automates the full submission lifecycle of an EDI 837P file through Cyclone
to the Gainwell MFT, and watches for the inbound TA1 + 999 ACKs that
confirm acceptance. The agent exists so a single human operator can drop a
file in and walk away; the agent handles the browser upload, SFTP
submission, ACK polling, and report generation end to end, and writes a
self-contained run directory that OpenClaw / Nora / any other automation
can read.
**In scope:**
- Sibling Python package at `/Users/openclaw/dev/cyclone-pipeline/` (no
shared imports with the cyclone app; talks to cyclone exclusively over
HTTP).
- CLI surface: `run <file>`, `run-batch <dir>`, `status <run-id>`,
`resume <run-id>`, `check-835 <run-id>`.
- Library surface: `CyclonePipeline` class with `run()`, `run_batch()`,
`resume()`, `check_835()` for embedding in OpenClaw / Nora.
- 7-phase state machine: pre-flight → upload (browser) → verify parse →
SFTP submit → wait TA1 → wait 999 → scan HTML + report. The "scan
HTML" and "final report" steps are combined as phase 7 (the HTML
scan populates the report; the report write is phase 7's
postcondition).
- Per-run output folder with `report.{md,json}`, `run.log`,
`run.state.json`, and `screenshots/` with stable filenames.
- Crash-safe resume: `run.state.json` is written after each phase's
postcondition; `resume` skips completed phases.
- Headless + visible browser modes; default visible so screenshots are
useful for debugging.
- Defensive reliability: typed exceptions, 3× retry with backoff on
idempotent operations, timeouts per phase, screenshots on failure,
Keychain-failure guidance.
- Test suite: `pytest` + `pytest-asyncio` + `respx` (httpx mock) +
`pytest-playwright` for the small browser surface. Non-browser tests
run on every PR; Playwright tests gated to `main`.
**Out of scope (deferred):**
- **835 waiting within a single run.** CO Medicaid 835 remittances land
the following Monday, on the payment cycle. A run that blocks for up
to 7 days is impractical. The agent defers 835 detection to a separate
`check-835 <run-id>` subcommand that the operator runs on/after
Monday. The report always carries the `check-835` recipe.
- **277CA polling.** CO Medicaid does not use 277CA claim-level ACKs;
the agent never polls for them. (The `GET /api/277ca-acks` endpoint
exists in the API surface but is not exercised by this agent.)
- **Watch-folder / daemon mode.** The agent is on-demand. A cron job that
invokes `cyclone-pipeline run-batch /inbox/*.txt --strict` on a 5-min
schedule achieves the same effect with no daemon in the loop.
- **Multi-payer support.** The agent targets CO Medicaid (the only
configured payer in `config/payers.yaml`). A new payer means new
payer-specific regex / file-naming / SFTP block — out of scope for v1.
- **Patient peek or other drill-down features.** This is a backend
automation; no UI changes.
- **Editing the audit log or any existing cyclone data.** The agent
only reads + triggers; it never writes to cyclone's DB except through
the published APIs.
## 2. Locked decisions
### 2.1 Architecture
API-first + minimal Playwright shell. The browser is used only for the
upload page (drop zone, Parse button, progress bar). Everything else
(verification, SFTP submit, scheduler control, ACK polling, claim-state
checks) hits the FastAPI directly via `httpx.AsyncClient`.
Rationale: the upload page is the only surface in cyclone with a real
interactive flow. Clearinghouse submission is API-only; the MFT
scheduler is API-only; ACK retrieval is API-only. A pure-Playwright
approach would be 35x more code and considerably flakier on the
API-driven phases, with no benefit.
### 2.2 Sibling package, not an extra
The agent lives at `/Users/openclaw/dev/cyclone-pipeline/` with its own
`pyproject.toml`, not as a new optional extra on the existing cyclone
package. Rationale: the agent has Playwright as a hard dependency; we
do not want Playwright in cyclone's dev env for developers who never
invoke the agent. Separate package = clean separation of concerns.
### 2.3 Real round-trip, but only the parts that are time-bounded
The agent waits for **TA1 (envelope ACK)** and **999 (file-level ACK)**.
It does **not** wait for 277CA (CO Medicaid doesn't use it) or 835
(payment cycle is next Monday). 835 detection is a separate, fast
follow-up command that the operator runs on Monday.
Rationale: blocking a run for up to 7 days is impractical and ties up
operator attention. The TA1 + 999 receipt is the unambiguous "your file
was accepted by the payer at the file level" signal; the 835 is
eventually-consistent and doesn't need a tight loop.
### 2.4 CO Medicaid / Gainwell specifics
- **SFTP server:** `mft.gainwelltechnologies.com:22`
- **Inbound path:** `/CO XIX/PROD/coxix_prod_11525703/FromHPE`
- **Outbound file naming:** `11525703-837P-{yyyymmddhhmmssSSS}-1of1.txt`
(17-digit Mountain Time timestamp; matches the `clearhouse` config's
`outbound` template in `config/payers.yaml`).
- **Inbound ACKs (in observed order):**
1. TA1 (seconds to minutes) — envelope-level
2. 999 (minutes) — file-level
3. HTML (sometimes) — non-X12 artifact, lands in inbound, not parsed
4. 835 (next Monday) — remit
5. 277CA — *never used by CO Medicaid*
### 2.5 Failure semantics
- **Upload retries:** 3× attempts; each attempt is a fresh page load +
file re-attach + click. Screenshots on every attempt.
- **SFTP submit retries:** 3× attempts with `1s → 2s → 4s` backoff. The
submit endpoint is POST and is *not* auto-retried after a network
timeout (would double-submit); the retry covers `409 Conflict` /
`503 Service Unavailable` only.
- **TA1 timeout (5 min):** if no TA1 arrives, the run is **soft-fail**.
The submission is "in flight" — the report says so and recommends
checking Gainwell directly.
- **999 timeout (15 min):** same — soft-fail. Most production runs
complete this phase in < 2 min.
- **999 received with status `R` (rejected):** hard-fail. The 999's
rejection segments surface in the report with full context.
- **HTML detected in inbound:** warn in the report; do not fail.
- **835 not present at end of run:** expected; reported as
"deferred — expected next Monday" with the `check-835` recipe.
- **Process crash (SIGKILL, power loss, etc.):** the next `resume` skips
completed phases by reading `run.state.json`. No work is lost except
the in-flight phase.
### 2.6 Idempotency
- The MFT outbound filename embeds a millisecond Mountain Time
timestamp, so back-to-back submissions to the same input file are
unique on the SFTP server. No `Idempotency-Key` header is needed.
- The agent captures the new `claim_id[]` set from phase 3 (verify
parse) and refuses to SFTP-submit if any of those claim IDs already
appear in a prior `processed_inbound_files` row within a configurable
dedup window (default 24h). `--force` overrides the dedup.
- The `check-835` command is fully idempotent: querying
`GET /api/remittances?since=<date>` is read-only.
### 2.7 Output shape
Every run writes a dated folder under `./runs/`. The folder is
self-contained — anyone reading it has the full picture without needing
the live cyclone instance.
```
runs/2026-06-21-1430-001/
├── run.log # structured JSON, structlog
├── run.state.json # for resume
├── report.md # human-readable summary
├── report.json # machine-readable, OpenClaw/Nora-friendly
└── screenshots/
├── 01-preflight.png
├── 02-upload-1.png # attempts are numbered
├── 02-upload-2.png
├── 03-parse-complete.png
├── 04-submit.png
├── 05-ta1.png
├── 06-999.png
├── 07-inbound-scan.png # HTML detection screenshot
└── 99-final-inbox.png # final state of the Inbox page
```
On failure, the `finally` block adds `screenshots/FAIL-{phase}.png` and
a `failure.md` with the traceback + phase + remediation hint.
## 3. Module map
| File | Role |
|---|---|
| `pyproject.toml` | Project metadata; declares httpx, playwright, click, pydantic, structlog; dev deps: pytest, pytest-asyncio, respx, pytest-playwright |
| `README.md` | Install, run, embed-in-agent examples |
| `src/cyclone_pipeline/__init__.py` | Public API re-exports |
| `src/cyclone_pipeline/__main__.py` | `python -m cyclone_pipeline run …` |
| `src/cyclone_pipeline/cli.py` | Click CLI: `run`, `run-batch`, `status`, `resume`, `check-835` |
| `src/cyclone_pipeline/pipeline.py` | `CyclonePipeline` orchestrator; 7-phase state machine |
| `src/cyclone_pipeline/api_client.py` | `httpx.AsyncClient` wrapper with typed methods |
| `src/cyclone_pipeline/browser.py` | Playwright `UploadPage` class for the upload UI |
| `src/cyclone_pipeline/waiters.py` | Reusable wait primitives (claim state, ACK arrival) |
| `src/cyclone_pipeline/state.py` | `RunState` dataclass + `run.state.json` writer/reader |
| `src/cyclone_pipeline/screenshots.py` | Dated folder + stable filename helper |
| `src/cyclone_pipeline/report.py` | `report.md` + `report.json` writer |
| `src/cyclone_pipeline/selectors.py` | Centralized Playwright selectors with fallbacks |
| `src/cyclone_pipeline/exceptions.py` | Typed errors: `UploadError`, `ParseError`, `SubmitError`, `AckTimeoutError`, `SchedulerNotRunningError`, `IdempotencyError` |
| `src/cyclone_pipeline/logging_setup.py` | `structlog` config matching cyclone's SP18 JSON style |
| `src/cyclone_pipeline/check_835.py` | The deferred 835 detector (pure API, no browser) |
| `tests/conftest.py` | Shared fixtures: fake API server, mock browser, fake clock |
| `tests/test_api_client.py` | Typed responses, retry behavior, timeouts (respx) |
| `tests/test_waiters.py` | Backoff, timeout, predicate resolution (fake clock) |
| `tests/test_browser.py` | safe_click, attach_file, progress wait (pytest-playwright) |
| `tests/test_pipeline.py` | End-to-end orchestration, state machine, resume (mocks) |
| `tests/test_report.py` | Markdown + JSON shape, screenshot paths (golden files) |
| `tests/test_cli.py` | `run`, `run-batch`, `resume`, `check-835` (Click's CliRunner) |
| `tests/test_check_835.py` | `check-835` happy path + "835 not yet present" path |
| `tests/fixtures/sample_837p.edi` | A small valid 837P file for tests (copied from cyclone's `tests/fixtures/minimal_837p.txt`) |
## 4. Pipeline phases
The state machine in `pipeline.py` advances through 7 phases. Each phase
has: `precondition`, `execute`, `postcondition`, `retry_policy`, and a
side-effect of writing `run.state.json` + a screenshot at the end of a
successful attempt.
### Phase 1 — Pre-flight (API)
- `GET /api/health` → expect `status == "ok"` and `db.ok == true`.
- `GET /api/admin/scheduler/status` → record scheduler state
(`running` / `stopped`). If `stopped`, the agent will call
`POST /api/admin/scheduler/tick` per-iteration in phase 5/6 instead
of relying on the polling loop.
- Verify the browser-side URL is reachable: `HEAD {browser_base}/`
via `httpx` (cheap, no rendering). If the frontend dev server isn't
up, fail-fast with `BrowserNotReachableError` rather than discovering
this in phase 2.
- Capture the API base URL + browser base URL for the report.
- Screenshot the Upload page in its empty state →
`screenshots/01-preflight.png`.
### Phase 2 — Upload (Playwright)
- `chromium.launch(headless=VISIBLE)` (configurable).
- `page.goto(f"{browser_base}/upload")`.
- `expect(drop_zone).to_be_visible(timeout=10s)`.
- `set_input_files("input[type=file]", file_path)` (the hidden input
behind the drop zone; `set_input_files` works on hidden inputs).
- `expect(file_name_display).to_have_text(file.name)`.
- `safe_click("button:has-text('Parse')")`.
- `wait_for_progress_complete()` — polls the progress bar
(`text_content` containing `"100%"`) or the success toast
(`text_content` containing `"Parsed N claims"`), whichever comes
first, with a 5 min ceiling.
- Screenshots: `screenshots/02-upload-{attempt}.png` per attempt.
### Phase 3 — Verify parse (API)
- The browser-side toast gives the parsed claim count; capture it.
- `GET /api/claims?since=<phase1_start_ts>` → filter to claims whose
`submission_date >= phase1_start_ts`; these are the new ones.
- Collect the set of new `claim_id` values.
- If 0 new claims after a 30s poll, fail with `ParseError`.
### Phase 4 — SFTP submit (API)
- Dedup check: query `GET /api/admin/scheduler/processed-files` for
the past 24h; if any outbound filename pattern matches a recent
submission, fail with `IdempotencyError` unless `--force`.
- `POST /api/clearhouse/submit` with `{payer_id: "CO_TXIX",
transaction_type: "837P"}`. The body is small; the server picks
the batch from the newly-parsed claims.
- Expect 200; if 5xx with a "keychain" hint, raise `SubmitError` with
the macOS Keychain setup recipe inline.
- Screenshot: `screenshots/04-submit.png` (the Inbox page right after
submit, showing the batch in the lane).
### Phase 5 — Wait for TA1 (API poll)
- `GET /api/ta1-acks?since=<phase4_ts>` in a loop, every 5s, with a
5 min ceiling.
- Match by `isa13` (the control number in the submitted interchange
envelope; surfaced in the TA1 record).
- If scheduler is `stopped`, call `POST /api/admin/scheduler/tick`
between polls to manually drive the MFT fetch.
- On hit: capture `ta1_id`, `accepted` (vs `rejected`), screenshot the
TA1 detail in the Acks page → `screenshots/05-ta1.png`.
- On timeout: soft-fail; record `ta1_status: "timeout"`.
### Phase 6 — Wait for 999 (API poll)
- `GET /api/acks?since=<phase4_ts>` in a loop, every 10s, with a
15 min ceiling.
- Match by `original_batch_id` (or, if not available, by
`functional_group_control_number` from the submitted file's GS06).
- On hit: capture `ack_id`, `status` (`A` = accepted, `R` = rejected,
`E` = rejected with errors), the rejection segment details if
rejected.
- On `A`: screenshot the Acks page → `screenshots/06-999.png`.
- On `R`: hard-fail; record `ack.status == "rejected"`, the rejection
segments, and the recommended remediation in the report.
- On timeout: soft-fail; record `ack_999_status: "timeout"`.
### Phase 7 — Scan for HTML + final report (API + local)
- `GET /api/admin/scheduler/processed-files?since=<phase4_ts>` — list
inbound files the MFT scheduler saw during the run. If any has
`file_type == "html"` or an unrecognized extension, log a WARN,
capture the filename, and add it to the report's "Detected artifacts"
section.
- Generate `report.md` and `report.json` (see §5).
- Screenshot the Inbox page → `screenshots/99-final-inbox.png`.
- Emit a one-line summary on stdout for shell pipelines:
`RESULT: PASS run=2026-06-21-1430-001 ta1=TA1-42 999=999-43 835=deferred`.
## 5. Output format
### 5.1 `report.md` (human)
```markdown
# Cyclone pipeline run — 2026-06-21 14:30 PDT
| Field | Value |
|---------------|------------------------------------|
| Run id | 2026-06-21-1430-001 |
| Input | /path/to/axiscare-837p.txt (12.4 KB) |
| Result | PASS — TA1 + 999 received, 835 deferred |
| Duration | 2m 14s |
## Phase summary
| Phase | Status | Duration | Detail |
|------------------------|--------|----------|-----------------------------------------|
| 1. Pre-flight | OK | 0.4s | health.ok, scheduler running |
| 2. Upload | OK | 2.1s | 1 attempt, 17 claims parsed |
| 3. Verify parse | OK | 0.8s | claim_ids: CLM-001 … CLM-017 |
| 4. SFTP submit | OK | 4.3s | filename 11525703-837P-20260621143012345-1of1.txt |
| 5. Wait TA1 | OK | 12s | ack id: TA1-42, accepted |
| 6. Wait 999 | OK | 1m 14s | ack id: 999-43, status Accepted |
| 7. Scan HTML + report | WARN | 0.2s | 1 HTML file in inbound, skipped; report.md + report.json written |
## Inbound artifacts detected
- 1 HTML file (`gainwell_status_20260621.htm`) — not parsed, not a failure.
## Expected next steps
- **835 expected Monday** (2026-06-28; computed as next Monday in
Mountain Time at the moment of report generation; if today is
Monday before noon, expected same day, otherwise next Monday).
Re-run: `cyclone-pipeline check-835 2026-06-21-1430-001`
## Artifacts
- screenshots/01-preflight.png
- screenshots/02-upload-1.png
- screenshots/03-parse-complete.png
- screenshots/04-submit.png
- screenshots/05-ta1.png
- screenshots/06-999.png
- screenshots/99-final-inbox.png
```
### 5.2 `report.json` (machine)
```json
{
"run_id": "2026-06-21-1430-001",
"input": {
"path": "/path/to/axiscare-837p.txt",
"size_bytes": 12700,
"sha256": "…"
},
"result": "pass",
"result_detail": "TA1 + 999 received, 835 deferred",
"started_at": "2026-06-21T14:30:00-06:00",
"finished_at": "2026-06-21T14:32:14-06:00",
"duration_s": 134,
"phases": [
{"n": 1, "name": "preflight", "status": "ok", "duration_s": 0.4},
{"n": 2, "name": "upload", "status": "ok", "duration_s": 2.1, "attempts": 1},
{"n": 3, "name": "verify_parse", "status": "ok", "duration_s": 0.8, "claim_ids": ["CLM-001", "…"]},
{"n": 4, "name": "submit", "status": "ok", "duration_s": 4.3, "filename": "11525703-837P-…"},
{"n": 5, "name": "wait_ta1", "status": "ok", "duration_s": 12, "ta1_id": "TA1-42", "accepted": true},
{"n": 6, "name": "wait_999", "status": "ok", "duration_s": 74, "ack_999_id": "999-43", "status": "A"},
{"n": 7, "name": "scan_and_report", "status": "warn", "duration_s": 0.2, "html_files": ["gainwell_status_20260621.htm"], "report_paths": {"md": "report.md", "json": "report.json"}}
],
"artifacts": {
"screenshots": ["01-preflight.png", "…", "99-final-inbox.png"],
"report_md": "report.md",
"report_json": "report.json",
"run_log": "run.log"
},
"next_steps": {
"check_835": "cyclone-pipeline check-835 2026-06-21-1430-001",
"expected_835_by": "2026-06-28"
}
}
```
On soft-fail (TA1 or 999 timeout) or hard-fail (999 rejected), the
`result` is `"soft_fail"` or `"hard_fail"`, the offending phase gets
`status: "timeout"` / `"rejected"`, and a `failure` block is added
with the traceback, recommended remediation, and the `failure.md` path.
### 5.3 Exit codes
| Code | Meaning |
|------|---------|
| 0 | PASS — TA1 + 999 both received, both accepted |
| 2 | SOFT_FAIL — TA1 or 999 timed out; submission in flight, manual check needed |
| 3 | HARD_FAIL — 999 rejected, upload failed irrecoverably, or submit refused |
| 4 | USAGE — bad CLI args, missing file, backend unreachable after retries |
This mirrors common CI conventions so OpenClaw / Nora / shell scripts
can branch on `$?` without parsing JSON.
## 6. Library API (for OpenClaw / Nora)
```python
from cyclone_pipeline import CyclonePipeline, RunResult
async def main():
pipeline = CyclonePipeline(
api_base="http://127.0.0.1:8000",
browser_base="http://127.0.0.1:5173",
run_dir="./runs",
headless=False,
timeouts={"ta1_s": 300, "ack_999_s": 900},
)
result: RunResult = await pipeline.run(file_path="axiscare-837p.txt")
# result.outcome: "pass" | "soft_fail" | "hard_fail" | "usage"
# result.exit_code: int (0/2/3/4; mirrors CLI exit codes in §5.3)
# result.report: RunReport (Pydantic model; serializes to report.json)
# result.run_id: str
# Or batch:
results = await pipeline.run_batch(file_paths=[...], strict=False)
# Or resume:
result = await pipeline.resume(run_id="2026-06-21-1430-001")
# Or check 835 later:
ack = await pipeline.check_835(run_id="2026-06-21-1430-001")
# ack.found, ack.remittance_id, ack.total_paid, ...
```
`RunResult` is a Pydantic model so OpenClaw / Nora can serialize it
straight to JSON without any extra glue.
## 7. Tests
| Test file | Strategy |
|---|---|
| `tests/test_api_client.py` | `respx` mock; verify typed responses, retry-on-idempotent, no-retry-on-POST, timeout behavior |
| `tests/test_waiters.py` | Inject fake clock + fake state; verify backoff math, timeout, predicate resolution |
| `tests/test_browser.py` | `pytest-playwright` against a Vite dev server spun up in CI; covers `safe_click`, `set_input_files`, progress wait |
| `tests/test_pipeline.py` | Mock both `api_client` and `browser`; drive fake "happy path" through every phase + "phase 5 timeout" + "phase 3 parse error" + "phase 6 reject" |
| `tests/test_report.py` | Golden-file comparison for `report.md` and `report.json` |
| `tests/test_cli.py` | Click's `CliRunner`; covers all 5 subcommands + error paths |
| `tests/test_check_835.py` | Mock `GET /api/remittances?since=…`; happy path + "835 not yet present" path |
CI: GitHub Actions matrix on Python 3.11 + 3.12. Non-Playwright tests
run on every PR; Playwright tests gated to `main` push (the Vite
dev-server + chromium setup is too slow for every PR).
Coverage target: 90% line coverage on `pipeline.py`, 85% on the rest.
`browser.py` is exempt from the strict target (Playwright's own
assertion failures are the real test).
## 8. Files to add
- `pyproject.toml` — package metadata, deps, dev deps, scripts entry
- `README.md` — install, run, embed-in-agent examples
- 14 source files under `src/cyclone_pipeline/` listed in §3
- 8 test files under `tests/` listed in §3
- `tests/fixtures/sample_837p.edi` — small valid 837P for tests
(copied from cyclone's `tests/fixtures/minimal_837p.txt`)
Total: 24 files (1 `pyproject.toml`, 1 `README.md`, 14 src `.py`, 8
test `.py`, 1 fixture).
## 9. Files NOT touched
- No changes to the cyclone repo. The agent is a strict HTTP consumer
of cyclone's published API.
- No changes to cyclone's DB schema, API, CLI, or UI.
- No new dependencies added to cyclone's `pyproject.toml`.
## 10. Future work (explicit non-goals for v1)
- **Watch-folder daemon**`cyclone-pipeline watch /inbox/*.txt` that
runs continuously and submits files as they appear. Achievable with
the current `run-batch` + a 1-line shell loop; the daemon is just UX.
- **Multi-payer support** — adding a new payer (e.g., a second
Medicaid MCO) means new payer-specific SFTP block, file naming
template, and ID-matching strategy. Worth doing once a second payer
is on the books.
- **Slack / email notification on completion**`report.json` is the
integration point; a 50-LOC notifier could post a summary. v1 just
prints the one-line summary and writes the file.
- **Pushing reports to S3 / a share** — same as above; `report.json`
is the integration point.
- **Web UI for run history** — out of scope; OpenClaw / Nora can read
the `runs/` directory and surface the JSON.
- **277CA polling for payers that use it** — straightforward to add
behind a `--payer-config` flag once a second payer is configured.
277CA support in cyclone is already shipped; only the agent's wait
list changes.
## 11. Open questions (none for v1)
None. The design is locked pending user review of this spec.
@@ -0,0 +1,78 @@
# SP19 — Security Hardening + Health Probe
**Date:** 2026-06-21
**Branch:** `sp19-security-hardening`
**Status:** Shipped
**Scope:** Backend only. No frontend changes.
---
## 1. Why this exists
Cyclone's completeness review (`docs/reviews/2026-06-20-cyclone-completeness-review.md`
§3.1.4, §3.1.25, §3.2.24) flags three concrete gaps in the local-only /
single-operator threat model:
* **3.1.4 — No request size limits / no rate limits.** FastAPI defaults
accept any body size and any request rate. A 4 GB file upload OOMs
the parser; a flood of requests holds the GIL. Even for a
`127.0.0.1`-only tool, the operator's machine might be exposed via
Tailscale, ngrok, or a misconfigured firewall.
* **3.1.25 — No CSP / security headers.** CORS is set; the rest of
FastAPI's defaults are in play. `X-Content-Type-Options: nosniff`,
`X-Frame-Options: DENY`, a `Content-Security-Policy` that locks the
Vite origin, and `Referrer-Policy: same-origin` should be on by
default.
* **3.2.24 — `/api/health` is shallow.** It returns only the package
version. A real liveness probe should report DB connectivity, last
batch timestamp, pubsub subscriber count, and whether the MFT
scheduler is running.
SP19 closes all three.
## 2. Operator surface
| Env var | Default | Meaning |
|---------|---------|---------|
| `CYCLONE_MAX_BODY_BYTES` | `52428800` (50 MB) | Reject any request whose `Content-Length` exceeds this. |
| `CYCLONE_RATE_LIMIT_PER_MIN` | `300` | Per-IP requests/minute (sliding window). |
| `CYCLONE_HEALTH_INCLUDE_DETAILS` | `true` | Include DB / scheduler / pubsub details in `/api/health`. |
CLI: no new flags. The values come from env vars only.
## 3. Files
* `cyclone/security.py` — new module (~150 LOC).
* `BodySizeLimitMiddleware` — rejects oversized requests before
they're parsed.
* `RateLimitMiddleware` — token-bucket per IP, in-memory.
* `SecurityHeadersMiddleware` — adds the static response headers.
* `get_health_snapshot()` — gathers DB / scheduler / pubsub info.
* `cyclone.api` lifespan attaches the three middlewares in the
FastAPI `add_middleware` chain. `api_routers/health.py` is
rewritten to use `get_health_snapshot()`.
* Audit log: every rejection (size / rate / method) writes a
`api.request_rejected` event so an operator can correlate with the
SP11 hash chain.
## 4. Threat model
The SP19 hardening is sized for Cyclone's actual exposure:
* **In scope:** a misconfigured Tailscale / ngrok / accidental LAN
bind, a buggy cron job that POSTs a 4 GB file, a port-scanner that
scrapes the API.
* **Out of scope:** an attacker with shell on the operator's
machine, a compromised dependency (handled separately by uv
pinning), a network MitM (handled by SP12 SQLCipher + TLS at the
reverse proxy layer).
## 5. Tests
* `test_security.py` — 12 tests
(body size accept/reject, rate limit allow/deny/recover, headers
present, health snapshot shape, audit-log fired on reject).
* `test_api_health.py` — 4 tests (200 ok, DB-down reports unhealthy,
scheduler-running reported, pubsub subscriber count surfaced).
Total: 16 new tests.
@@ -0,0 +1,127 @@
# Cyclone Skill Catalog — Design Spec
**Date:** 2026-06-21
**Status:** Draft, pending user review
**Branch:** `main`
**Scope:** A catalog of 8 project-scoped Grok skills under `cyclone/.superpowers/skills/` that codify Cyclone's conventions layer-by-layer. No code changes; pure guidance artifacts.
## Context
Cyclone is now a substantial codebase — `api.py` (~111KB) and `store.py` (~95KB) are monoliths being actively split, ~30 EDI parsers, 21 pages / 30 components / 35 hooks on the frontend, 90+ pytest tests, 14 specs and 8 plans already on disk. There is enough surface area that an AI agent (or a new contributor) repeatedly re-derives the same conventions: where the live-tail wire format lives, which validator file owns which rule, how a new SP-N spec is named, where prodfiles fixtures go.
This spec introduces a catalog of 8 skills, one per major subsystem, that encode those conventions so they are loaded on demand instead of re-derived each time. Each skill is auto-discovered by description match (no slash command). The success criterion is **consistency across modules** — when adding a new EDI parser, a new streaming page, a new API router, etc., the skill hands the AI the established conventions for that subsystem so additions stay consistent with what's already there.
## Decisions (locked during brainstorming)
1. **Scope:** 8 skills, layer-mapped (one skill per subsystem). Not workflow-anchored, not reference-plus-convention hybrid. Layer-mapped was chosen because each subsystem has exactly one owner and the success criterion is consistency per layer.
2. **Location:** Project-scoped, under `cyclone/.superpowers/skills/`. Auto-discovered whenever anyone works in this repo. Not global.
3. **Categories covered:** Code-pattern / domain skills + Process / workflow skills. Testing-fixture and operational-CLI skills deferred (none selected).
4. **Success criterion:** Consistency across modules (selected over faster onboarding / process discipline / navigability).
5. **No hub skill.** The catalog itself lives in this spec and (later) in the README's skills section. The AI doesn't load a runtime index.
6. **No loading graph.** Each skill cross-references the others it pairs with, but no prescriptive load order is encoded. Auto-discovery fires per-description.
## The catalog
| # | Skill | Owns |
|---|-------|------|
| 1 | `cyclone-spec` | The SP-N superpowers flow as a one-shot: branch naming, `docs/superpowers/specs/…-design.md` + `…-plan.md` templates, PR title format. |
| 2 | `cyclone-tests` | pytest + vitest fixture patterns; `backend/tests/fixtures/` layout; `.test.tsx` sibling convention; prodfiles drop-in procedure. |
| 3 | `cyclone-edi` | Parser/validator conventions across 837P/835/999/270/271/277CA/TA1; segment-walk pattern; validator rule format (R200/R210, NPI Luhn, EIN, CAS); fixture discovery. |
| 4 | `cyclone-tail` | Live-tail wire format (`item` / `snapshot_end` / `heartbeat` / `item_dropped` / `error`), `useTailStream` + `useMergedTail` + per-resource hook triplet, `StatusPill` states. |
| 5 | `cyclone-store` | Write-path conventions in `store.py`; the pubsub event contract (`claim_written` / `remittance_written` / `activity_recorded`); snapshot shape; SP21 store-split boundary map. |
| 6 | `cyclone-api-router` | FastAPI router conventions (`api_routers/`), `api_helpers.py` reuse, response shapes, error envelopes. |
| 7 | `cyclone-frontend-page` | Page-component pattern (TanStack Query + tail + drawer + URL state), `use<X>` hook convention, `Layout` / `PageHeader` / `Sidebar` usage. |
| 8 | `cyclone-cli` | CLI subcommand conventions in `cli.py` (serve/parse/backup/rotate-key/validate), argparse style, exit codes, smoke-test patterns. |
## Per-skill structure
Every skill lives at `.superpowers/skills/<name>/SKILL.md` and follows this skeleton:
```
---
name: <kebab-case>
description: "<one-sentence trigger, with Use when: … keywords>"
---
# <Title>
## When to use
25 bullets of concrete situations. ("adding a new EDI parser"
beats "working on EDI".)
## Conventions
Numbered, testable rules. Each rule is something a reviewer can
check.
## Patterns
Small copy-pasteable skeletons (parser stub, page hook, router
signature). Concrete code blocks, not prose.
## Anti-patterns
Tempting-but-wrong moves. ("Don't write a new useX hook per page —
extend the existing one.")
## Related skills
Cross-references to the other 7 skills that often pair with this
one, one line each.
```
**References subdirs:** `<skill>/references/<file>.md` for long pattern catalogs (e.g. a per-parser mapping in `cyclone-edi`, a wire-format reference in `cyclone-tail`). Linked from SKILL.md. SKILL.md itself stays under ~200 lines; long content goes to references so the auto-load is fast.
**No code in skills.** Skills are guidance for the AI, not runnable artifacts. Optional `<skill>/scripts/` only for things that genuinely need automation (e.g. a fixture-discovery script in `cyclone-edi`). Most skills won't ship scripts.
**Skill size budget:** ~150250 lines for SKILL.md, plus zero or a few references. Anything bigger is a sign the skill is trying to do two things.
## Loading & cross-references
**Trigger model.** Every skill is auto-discovered by description match. The `description` field is the only thing the loader sees before deciding to fire, so each gets one carefully tuned sentence. Example drafts:
- `cyclone-edi` — *"Cyclone EDI parser/validator conventions (837P/835/999/270/271/277CA/TA1). Use when: adding or changing a parser, a validator rule, or a CAS code mapping."*
- `cyclone-tail` — *"Cyclone live-tail streaming wire format and the useTailStream / useMergedTail hook triplet. Use when: adding a new streaming list page, changing the wire format, or debugging stalled/reconnecting state."*
- `cyclone-store` — *"Cyclone store write-paths, the pubsub event contract, and the SP21 store-split boundary map. Use when: touching store.py, adding a new entity, or wiring a new write event."*
- `cyclone-api-router` — *"Cyclone FastAPI router conventions (api_routers/, api_helpers.py, response shapes, error envelopes). Use when: adding or changing an HTTP endpoint."*
- `cyclone-frontend-page` — *"Cyclone React page conventions (TanStack Query, use<X> hook, drawer, URL state, .test.tsx sibling). Use when: adding a new page or refactoring an existing one."*
- `cyclone-cli` — *"Cyclone CLI subcommand conventions (cli.py, serve/parse/backup/rotate-key/validate, exit codes, smoke tests). Use when: adding a CLI subcommand or working on operator-facing commands."*
- `cyclone-spec` — *"Cyclone SP-N superpowers increment flow — spec → plan → implement → merge. Use when: starting a new numbered feature increment or doing the merge dance."*
- `cyclone-tests` — *"Cyclone pytest + vitest fixture patterns, prodfiles layout, backend/tests/fixtures/ conventions. Use when: adding a test or wiring in a real-EDI sample."*
Descriptions are tuned so the right one fires and the others stay quiet. The "Use when:" half is the disambiguator.
**Cross-references** live in two places per skill:
1. A `## Related skills` section (per the template) — short list, one line each.
2. An explicit `If you are also touching X, also load skill Y` line at the top of the relevant section.
**Loading order isn't prescriptive.** The AI loads what's relevant; if two skills conflict, the more-specific one wins.
## Build order / phasing
8 skills shipped one-per-PR, grouped into 4 phases:
| Phase | Skill | Rationale |
|-------|-------|-----------|
| **1. Foundations** | `cyclone-spec` | Already implicit in the SP-N flow; codify first because every later feature goes through it. Smallest, fastest. |
| | `cyclone-tests` | Referenced by every other skill (fixture layout, vitest sibling pattern). Must land before any domain skill can ship its `## Anti-patterns` cleanly. |
| **2. Domain hot spots** | `cyclone-edi` | 30 parsers, scattered validators, fixture sprawl. Highest leverage per line of skill text. |
| | `cyclone-tail` | Wire format documented in README but consumed across 3 page-hook pairs; drift risk is concrete. |
| **3. Backend layers** | `cyclone-store` | Aligns with SP21 (CycloneStore split, currently in plan stage). |
| | `cyclone-api-router` | Pairs with store; `api_routers/` already exists. |
| **4. Frontend + CLI** | `cyclone-frontend-page` | Generalizes what `cyclone-tail` already covers. |
| | `cyclone-cli` | Standalone, lowest urgency. |
**Per-skill PR shape:** single commit adding one `.superpowers/skills/<name>/SKILL.md` (+ optional `references/`). No code changes. Reviewable in isolation. If a description turns out wrong, the fix is one line.
## Out of scope
- Testing & fixture skills (deferred per user selection).
- Operational / CLI safety-sequence skills beyond the basic `cyclone-cli` conventions skill (deferred per user selection).
- Skills outside `cyclone/.superpowers/skills/`. Global skills (e.g. `~/.grok/...`) are not touched.
- Any changes to existing code, tests, README, or specs.
- A hub/index skill.
## Verification
After all 8 skills are landed:
1. Pick a sample task from each phase (e.g. "add a new EDI parser", "add a new streaming list page") and verify the matching skill fires by description match alone (no slash command).
2. Verify cross-references resolve — every "If you are also touching X, also load skill Y" line points to a skill that exists and whose description would actually fire for that scenario.
3. Verify each SKILL.md stays under the ~200-line budget (long content goes to `references/`).
4. Verify the catalog as a whole covers every subsystem with monolith risk (`api.py`, `store.py`, parsers/, hooks/) and the operator-facing surface (CLI).
@@ -0,0 +1,264 @@
# CycloneStore split (Step 4) — Design Spec
**Date:** 2026-06-21
**Status:** Draft, pending user review
**Branch:** `main` (split will land as a single atomic commit)
**Scope:** Behaviour-preserving structural split of `backend/src/cyclone/store.py` (2,412 lines) into a `cyclone/store/` subpackage. Zero public API changes, zero test changes.
## Context
`store.py` is the SQLAlchemy-backed facade over the parsed-X12 store. It sits on the hot path of `parse-999`, `parse-277ca`, reconciliation, and inbox match/unmatch. At 2,412 lines it has outgrown a single file: 41 methods on `CycloneStore`, ~17 module-level helpers, Pydantic models, ORM row builders, UI serializers, and exception types all live in one module.
This is "Step 4" of the ongoing refactor series. Steps 13 (the api.py splits — commits `931782b`, `fc73075`, `3b5e2af`, `eb674f8`, `ff43f90`, `6ce6385`, `e63be87`, `a63ba5e`) established the pattern: turn a monolithic file into a subpackage with a thin facade, preserving every public import.
## Decisions (locked during brainstorming)
1. **Public surface:** Subpackage + thin facade. `cyclone/store.py` is deleted; replaced by `cyclone/store/__init__.py` re-exporting every currently-importable name.
2. **Class structure:** Module functions for the bodies, `CycloneStore` keeps its current method signatures as 1-line delegations. (Mixin classes were considered and rejected for added MRO surface area; composition was rejected for breaking `isinstance` and adding 41 delegating boilerplate methods in a different shape.)
3. **Helper distribution:** Dedicated utility modules for non-method helpers — `records.py`, `orm_builders.py`, `ui.py`, `exceptions.py`. Co-location was rejected for circular-import risk.
## Target module layout
```
backend/src/cyclone/
├── store.py ← DELETED
└── store/
├── __init__.py ← thin facade: re-exports + CycloneStore + `store` singleton + utcnow
├── exceptions.py ← AlreadyMatchedError, NotMatchedError, InvalidStateError
├── records.py ← BatchKind, BatchRecord, BatchRecord837, BatchRecord835 (Pydantic)
├── orm_builders.py ← _service_dates_from_claim, _claim_837_row, _remittance_835_row,
│ _cas_adjustment_row, _persist_835_remit, _claim_status_from_validation
├── ui.py ← all to_ui_* / _iso_z / _address_to_ui / _validation_issues_to_ui /
│ _svc_to_wire_dict / _date_in_bounds / _provider_orm_to_dict /
│ _payer_orm_to_dict
├── write.py ← add, _publish_events_sync, _sync_publish, _run_reconcile
│ (biggest single module — ~210 lines)
├── batches.py ← get_batch, get, list, all, load_two_for_diff, _BatchesShim, _row_to_record
├── claim_detail.py ← get_remittance, get_claim_detail, iter_claims, iter_remittances,
│ distinct_providers, recent_activity
├── acks.py ← add_ack, list_acks, get_ack (999),
│ add_ta1_ack, list_ta1_acks, get_ta1_ack,
│ add_277ca_ack, list_277ca_acks, get_277ca_ack
├── backups.py ← add_backup_pending
├── inbox.py ← list_unmatched, manual_match, manual_unmatch
└── providers.py ← list_providers, get_provider, upsert_provider, list_payers,
get_payer_config, get_clearhouse, ensure_clearhouse_seeded
```
13 modules total. Largest is `write.py` at ~210 lines; all others are ≤150 lines. Facade `__init__.py` ≈ 80 lines (re-exports + class + singleton).
## CycloneStore class shape
### Three categories of methods
**Category A — Pure read delegates.** Open session, run query, return. No shared state, no private-method calls, no events.
Batches reads: `get_batch`, `get`, `list`, `all`, `load_two_for_diff`, `get_remittance`.
Claim detail reads: `get_claim_detail`, `iter_claims`, `iter_remittances`, `distinct_providers`, `recent_activity`.
ACK reads: `list_acks`, `get_ack`, `list_ta1_acks`, `get_ta1_ack`, `list_277ca_acks`, `get_277ca_ack`.
Provider/payer reads: `list_providers`, `get_provider`, `list_payers`, `get_payer_config`, `get_clearhouse`, `ensure_clearhouse_seeded`.
**Category B — Write-with-side-effects.** Module functions take an explicit `event_bus` kwarg where applicable; the `CycloneStore` methods delegate. The 3 private methods (`_publish_events_sync`, `_run_reconcile`, `_sync_publish`) stay on the class as 1-line delegations so any third-party calling them by private API doesn't break.
Methods: `add`, `add_ack`, `add_ta1_ack`, `add_277ca_ack`, `add_backup_pending`. Only `add` has a non-trivial body (insert + idempotency + reconcile + publish); the ACK add methods and `add_backup_pending` are simple single-row inserts that move to `acks.py` and `backups.py` respectively.
**Category C — Manual match/unmatch (3 methods).** Use `reconcile.apply_payment` / `apply_reversal`; translate `skipped=True` into `InvalidStateError`. Module functions in `inbox.py`; class methods delegate.
Methods: `list_unmatched`, `manual_match`, `manual_unmatch`.
### Iterator methods
`iter_claims`, `iter_remittances` are generators. Module functions in `claim_detail.py` use `with db.SessionLocal()() as s:` and `yield` inside; session lives for generator lifetime. Class methods delegate.
### Session management
Each module function inlines `with db.SessionLocal()() as s:` at the top — matches the existing pattern verbatim. No extracted `session_scope()` helper (YAGNI; ~30 call sites would change with no behaviour gain).
### Lock + shim stay on the class
`CycloneStore.__init__` keeps `self._lock = threading.RLock()` and `self._batches = _BatchesShim()` because 17 test files use `with store._lock: store._batches.clear()` as the cleanup idiom. The `_BatchesShim` class itself moves to `batches.py` alongside `_row_to_record`.
### Naming collision table
| Class method | Module function | Reason |
|---|---|---|
| `store.list` | `batches.list_batches` | shadows builtin |
| `store.all` | `batches.all_batches` | shadows builtin |
| `store.add` | `write.add_record` | more descriptive |
| `store.get` | `batches.get_record` | matches existing test usage |
| `store.utcnow` | top-level `utcnow()` in `__init__.py` | was always a free function |
### Singleton
`store = CycloneStore()` declared exactly once, in `__init__.py`. All sibling modules reference `cyclone.db` directly for session access, never the singleton.
## Public API preservation
### Source callers — zero changes
| Caller | Import | After split |
|---|---|---|
| `cyclone/api.py` | `from cyclone.store import (CycloneStore, store, BatchRecord, AlreadyMatchedError, ...)` | unchanged |
| `cyclone/api.py` (deferred) | `from cyclone.store import NotMatchedError` | unchanged |
| `cyclone/batch_diff.py` | `from cyclone.store import BatchRecord, BatchRecord835, BatchRecord837, _claim_status_from_validation` | facade re-exports `_claim_status_from_validation` |
| `cyclone/backup_service.py` (deferred) | `from cyclone.store import store as cycl_store` | unchanged |
| `cyclone/api_routers/acks.py` | `from cyclone.store import store` | unchanged |
| `cyclone/api_routers/ta1_acks.py` | `from cyclone.store import store` | unchanged |
| `cyclone/scheduler.py` | `from cyclone.store import store as cycl_store` (also `BatchRecord` deferred) | unchanged |
| `cyclone/parsers/validator.py` (3 deferred) | `from cyclone import store as store_mod` | unchanged |
| `cyclone/api_helpers.py` | docstring references `cyclone.store.utcnow` | unchanged (facade re-exports `utcnow`) |
**Open decision:** `_claim_status_from_validation` is currently a module-level helper imported by `batch_diff.py` (line 32). Recommended: re-export it from `__init__.py` to preserve the import. This is a small facade pollution but matches the precedent of the api.py split (which re-exports routers).
### Tests — zero changes
17 test files use `with store._lock: store._batches.clear()` — all continue to work because `CycloneStore.__init__` still sets those attributes and `_BatchesShim` continues to function identically. The 3 dedicated store tests (`test_store.py`, `test_store_claim_detail.py`, `test_store_reconcile.py`) import from `cyclone.store` (still works) or `cyclone` (still works).
## Migration plan
**Single atomic commit.** `cyclone/store.py` cannot coexist with `cyclone/store/` (Python prefers packages), so deletion and creation must happen together:
```bash
rm backend/src/cyclone/store.py
mkdir -p backend/src/cyclone/store
# write all 13 new files
cd backend && python -m pytest tests/ --tb=line -q # must be green
git add -A
git commit -m "refactor(store): split store.py into cyclone/store/ subpackage"
```
**Follow-up commit (only if needed):** Docs update — add "CycloneStore subpackage" section to README following the precedent of commits `81aebf5`, `2718114`, `ea64e6e`, `804e557`.
**Rollback:** `git revert <sha>` — single-commit revert, no half-state.
## Test strategy
### No new tests, no test modifications
The split is structural only. Every test that passes today must pass after.
### Verification tiers
**Tier 1 — Full backend suite, baseline + after.**
```bash
cd backend && python -m pytest tests/ --tb=line -q 2>&1 | tee /tmp/cyclone-baseline.txt | tail -5
```
Expected baseline: ~712 passed, ~31 failed (pre-existing), ~16 skipped. The 31 failures are documented cross-test pollution (11 `test_serialize_837`, 3 `test_secrets`, 2 `test_sftp_paramiko`, etc., verified in commit `931782b`). Post-split count must match exactly.
**Tier 2 — Hot-path focused (14 files).** Exercises every method being split.
```bash
cd backend && python -m pytest tests/test_parse_999.py tests/test_parse_277ca.py \
tests/test_api_999.py tests/test_api_277ca.py \
tests/test_reconcile.py tests/test_reconcile_line_level.py \
tests/test_store_reconcile.py tests/test_api_line_reconciliation.py \
tests/test_inbox_state.py tests/test_inbox_lanes.py \
tests/test_inbox_endpoints.py tests/test_inbox_endpoints_sp7.py \
tests/test_payer_rejected_acknowledge.py tests/test_store.py \
--tb=short -q
```
**Tier 3 — Store-specific (3 files).** Covers the class surface directly.
```bash
cd backend && python -m pytest tests/test_store.py tests/test_store_claim_detail.py \
tests/test_store_reconcile.py --tb=short -q
```
**Tier 4 — Live smoke on 8 endpoints** (matches commit `931782b` precedent):
- `POST /api/parse-999` (valid → ack_code=A; rejected → ack_code=R)
- `POST /api/parse-277ca` (valid → 200 with 3 claim statuses)
- `GET /api/inbox?lane=unmatched` (list_unmatched shape)
- `POST /api/inbox/match` (manual_match happy path + AlreadyMatchedError)
- `POST /api/inbox/unmatch` (manual_unmatch happy path + NotMatchedError)
- `GET /api/batches` + `GET /api/batches/{id}` (get_batch shape)
- `GET /api/claims/{id}` (get_claim_detail shape)
- `GET /api/999-acks/{id}` and `GET /api/277ca-acks/{id}` (ack list/get shape)
Smoke output is documented in the commit message.
## Risk register
| # | Risk | Likelihood | Impact | Mitigation |
|---|---|---|---|---|
| R1 | Circular import between `__init__.py` and a sibling | Low | High | Siblings never import from `__init__.py`. Module docstrings state this rule. |
| R2 | Module function loses `self.` context | Low | Medium | `CycloneStore.__init__` keeps `_lock` and `_batches`. Module functions don't touch them. |
| R3 | `_BatchesShim.clear()` semantics change | Low | High | `_BatchesShim` moves verbatim; line-by-line verification during impl. |
| R4 | `add_record()` body diverges from current `add()` | Medium | High | Mechanical copy of lines 898-1107, strip `self.` prefix, change 3 private-method calls to module-function calls. No logic refactoring. |
| R5 | Singleton duplicated | Low | High | Declared exactly once, in `__init__.py`. |
| R6 | TYPE_CHECKING imports break runtime | Low | Low | `EventBus` already used in current `add()` signature; same pattern. |
| R7 | Test imports of private helpers break | Low | Medium | `grep -rn "from cyclone.store import _" backend/tests/` before impl; re-export anything found. |
| R8 | Package discovery misses new subpackage | Low | Medium | Verify with `pip install -e .` before commit; if needed, add explicit `packages = [...]`. |
| R9 | Generator methods leak sessions | Low | Medium | Preserve `with` inside generator body. |
| R10 | Docstring drift | Low | Low | Preserve existing docstrings verbatim on re-exports. |
## Implementation discipline
1. **Don't refactor logic.** The split is structural. Code smells stay for separate tasks.
2. **Don't add type hints.** Match existing annotations exactly.
3. **Don't add docstrings.** Preserve existing; only add a short module-level docstring per new file.
4. **Preserve order of operations.** Identical to current `add()` body.
5. **Don't optimize imports in passing.** Move them as-is.
## Pre-flight checklist
```bash
# 1. Capture baseline
cd backend && python -m pytest tests/ --tb=line -q 2>&1 | tee /tmp/cyclone-baseline.txt | tail -5
# 2. Find every private helper imported from cyclone.store in tests
grep -rn "from cyclone.store import _" backend/tests/
# 3. Find every private helper imported from cyclone.store in source
grep -rn "from cyclone.store import _" backend/src/
# 4. Verify package discovery
cd backend && pip install -e . --quiet
python -c "import cyclone.store; print(cyclone.store.__file__)"
# 5. Verify no other cyclone/store* conflicts
find backend/src/cyclone -maxdepth 1 -name "store*"
```
## Post-flight checklist
```bash
# 1. Compare to baseline
cd backend && python -m pytest tests/ --tb=line -q 2>&1 | tail -5
# Must match baseline exactly
# 2. Hot-path focused (14 files) — must be 100% green
# 3. Import sanity check
python -c "
from cyclone.store import (
CycloneStore, store, BatchRecord, BatchRecord837, BatchRecord835, BatchKind,
AlreadyMatchedError, NotMatchedError, InvalidStateError, utcnow,
_claim_status_from_validation,
)
print('all imports OK')
"
# 4. Live smoke on 8 endpoints
```
## Out of scope (explicit)
- Renaming any public symbol
- Changing any method signature
- Refactoring `manual_match` / `manual_unmatch` business logic
- Refactoring `add()` body or its idempotency strategy
- Adding new tests
- Modifying DB models in `cyclone.db`
- Updating SQLCipher key rotation flow
- Touching any of the 17 test files that use `_lock` / `_batches.clear()`
- Touching any importer in `cyclone.api`, `cyclone.api_routers.*`, `cyclone.batch_diff`, `cyclone.backup_service`, `cyclone.scheduler`, `cyclone.parsers.validator`, `cyclone.api_helpers`
If any of these surface during implementation, they get deferred to follow-up tasks — never silently included.
## Open items
1. **`_claim_status_from_validation` re-export** — recommended re-export from `__init__.py`. User to confirm during spec review.
@@ -0,0 +1,132 @@
# SP18 — Structured JSON Logging
**Date:** 2026-06-21
**Branch:** `sp18-structured-logging`
**Status:** Shipped
**Scope:** Backend only. No frontend changes.
---
## 1. Why this exists
Cyclone has ~150 `logging.getLogger(__name__).*` call sites and
zero of them are structured. The format is the stdlib default — a
human-readable line like `2026-06-21 15:30:00,123 INFO
cyclone.scheduler: Processed inbound foo.x12: parser=parse_999 claims=3`
— which is fine for `tail -f` in dev but unparseable for anything an
operator actually wants to do with logs:
* **Find all errors in the last 24h.** `grep` for `ERROR` and you get
the lines, but not the tracebacks, not the related claim IDs, not
the durations.
* **Correlate scheduler ticks with API requests.** Impossible without
a request/correlation id in every line.
* **Detect PII leaks.** No scrubbing means a single accidental
`log.info("claim=%s", claim)` can dump PHI to stderr and the
README won't catch it.
The completeness review calls this out as gap #5 (`no structured
logging`).
SP18 fixes this by adding a `JsonFormatter` that emits
newline-delimited JSON, a `PiiScrubber` filter that strips obvious
PHI patterns (NPIs, claim control numbers, patient names), and a
`setup_logging(level, log_file, json_format)` entry point that the
CLI + API lifespan call once at startup.
## 2. Output format
Default (json_format=True):
```json
{"ts": "2026-06-21T15:30:00.123Z", "level": "INFO", "logger": "cyclone.scheduler", "msg": "Processed inbound foo.x12", "extra": {"parser": "parse_999", "claims": 3}}
{"ts": "2026-06-21T15:30:00.456Z", "level": "ERROR", "logger": "cyclone.api", "msg": "backup failed", "extra": {"reason": "BackupError: no passphrase"}}
```
Optional (json_format=False, the dev-friendly format):
```
2026-06-21T15:30:00.123Z INFO cyclone.scheduler Processed inbound foo.x12 parser=parse_999 claims=3
```
The dev format is the `CycloneDevFormatter` — same fields, tabular.
Useful when `tail -f`-ing the API in dev.
## 3. PII scrubbing
The `PiiScrubber` is a logging `Filter` that walks the log record's
message + extra fields and replaces known PHI patterns with
`<redacted:npi>` etc.:
| Pattern | Replacement |
|---------|-------------|
| `\b\d{10}\b` (NPI) | `<redacted:npi>` |
| `\b\d{9}\b` (claim control number with leading zeros — risky; conservative) | not redacted by default |
| `(?i)patient[_ ]?name[:=]\s*\S+` | `<redacted:patient_name>` |
| `(?i)ssn[:=]\s*\d{3}-?\d{2}-?\d{4}` | `<redacted:ssn>` |
| `(?i)dob[:=]\s*\d{4}-\d{2}-\d{2}` | `<redacted:dob>` |
The default scrubber is conservative — we redact the unambiguous
patterns only. False positives are not free: a redacted NPI in an
operator's diagnostic dump is worse than a leaky one. The scrubber
can be disabled (`setup_logging(scrub_pii=False)`) for tests.
## 4. Files
* `cyclone.logging_config` — new module (~200 LOC).
* `JsonFormatter``logging.Formatter` subclass that JSON-encodes the record.
* `CycloneDevFormatter``logging.Formatter` subclass, tabular.
* `PiiScrubber``logging.Filter` subclass, regex rewriter.
* `setup_logging(level, log_file, json_format, scrub_pii)` — entry point.
* CLI: every `click.command` calls `setup_logging(log_level)` first
(the existing `--log-level` flag already exists on `parse-837` and
`parse-835`; just wire it to the new module).
* API: the FastAPI lifespan calls `setup_logging(level=os.environ.get("CYCLONE_LOG_LEVEL", "INFO"))` before any other setup.
* Scheduler: scheduler tick logs flow through the same root logger
so the backup/MFT scheduler ticks are visible in the log stream
with structured `extra={...}`.
## 5. Operator surface
| Env var | Default | Meaning |
|---------|---------|---------|
| `CYCLONE_LOG_LEVEL` | `INFO` | Root logger level. DEBUG for troubleshooting, WARNING to quiet. |
| `CYCLONE_LOG_FILE` | (none) | If set, write to this path via `RotatingFileHandler` (10 MB × 5 backups). |
| `CYCLONE_LOG_JSON` | `true` | If `false`, use the dev formatter. |
| `CYCLONE_LOG_NO_PII_SCRUB` | (none) | If set, disable PII scrubbing (tests / forensic mode). |
CLI: existing `--log-level` flag on `parse-837` / `parse-835` now
also accepts the format choice (JSON is default; pass
`--log-format=dev` for the tabular form).
## 6. Migration strategy
SP18 does **not** rewrite every log call. It:
1. Adds the formatter + filter to the root logger.
2. Migrates the ~25 highest-value log sites to use `extra={...}`
for structured fields (e.g. `log.info("processed inbound",
extra={"filename": f.name, "parser": "parse_999", "claims": 3})`
instead of f-string concatenation).
3. Keeps backward compatibility — `log.info("foo %s", x)` still works.
This is a deliberate scope cut. A "rewrite every log call" SP would
be 2000 lines of churn with no new surface.
## 7. Tests
* `test_logging_formatter.py` — 6 tests (JSON shape, dev format, level preservation, exception info, extra fields, missing extras).
* `test_logging_scrubber.py` — 6 tests (NPI / SSN / DOB / patient name scrubbing, no false positives, scrubber disabled).
* `test_logging_setup.py` — 5 tests (level respected, file handler attached, JSON default, dev toggle, idempotent re-setup).
Total: 17 new tests.
## 8. Out of scope
* A real log aggregator (Loki / ELK / Vector). The JSON format is
aggregator-friendly; the actual shipping is the operator's job.
* Per-logger log levels via config file. `CYCLONE_LOG_LEVEL` is a
single root level for v1; per-logger override via env is a future
enhancement.
* OpenTelemetry / Prometheus instrumentation. That's a different
SP (observability) for later.
@@ -0,0 +1,362 @@
# Sub-project 21 — Universal Drill-Down: Design Spec
**Date:** 2026-06-21
**Status:** Draft (awaiting user review)
**Branch:** `universal-drilldown`
**Aesthetic direction:** Reuse the existing dashboard / drawer aesthetic (Radix Dialog + dim overlay, accent-tinted hover affordance). No new visual tokens.
## 1. Scope
Every interactive surface in the Cyclone UI becomes drillable. Clicking an entity reference (claim id, patient, provider, payer, batch, ack, activity event) opens a contextual view — either a full-record drawer (slides in from the right) or a slim peek modal (centered), depending on whether the entity is a first-class drillable record or a cross-reference.
The goal is **"dial down to anything"**: from the dashboard, from any list row, from inside any drawer, the operator can reach the underlying record with one click without losing their place.
**In scope:**
- New `PeekModal` primitive (centered modal) for cross-reference drills
- Reuse / refactor of the existing right-side `DrillDrawer` pattern for full-entity records
- New `DrillStackProvider` context to manage a max-2-level stack (one drawer + one peek)
- Hover-reveal affordance (pointer + accent tint + trailing chevron) on every clickable cell
- Per-surface drill map (every click target → its destination)
- 1 new backend read endpoint (`/api/payers/{payer_id}/summary`) plus an extended response shape on the existing `/api/providers/{npi}` (adds `recent_claims[]` and `recent_activity[]` arrays). The rest of the work is frontend wiring.
**Out of scope (deferred):**
- **Patient peek modal** — patient names are PHI; a peek would surface sensitive fields. Patient-name clicks instead navigate to `/claims?patient=…` filtered list (no new endpoint needed; uses existing `/api/claims?patient_name=…`).
- **Write actions from peeks** — peeks are read-only. Edit / resubmit / acknowledge actions remain on the full drawer / inbox lane.
- **Mobile bottom-sheet variant** — desktop-only for v1. Mobile fallback: peeks become centered modals at full width with the same max-height cap.
- **Customizing peek fields** — peek content is fixed per surface. The existing drawer already covers "I want everything."
- **KPI breakdown peeks** — dashboard KPI tiles navigate to filtered `/claims` (the user's picked data-strategy was "fetch fresh on click"; navigation keeps the dashboard fast).
- **Auto-suggest next drill** — no "you might also want to see…" hints.
## 2. Locked decisions
### 2.1 Component decomposition
| Component | Role |
|---|---|
| `DrillDrawer.tsx` | Right-side slide-over for full-record drills (claim, remit, batch, provider, ack). Refactor of today's `ClaimDrawer` pattern into a shared shell that all entity drawers mount inside. |
| `DrillDrawerHeader.tsx` | Drawer header: eyebrow, title, close button, optional primary action (e.g. "Download 837" on the ClaimDrawer). |
| `PeekModal.tsx` | Centered Radix Dialog for cross-reference drills (payer, activity event, validation issue, single-row tables like Inbox rows, Batch diff rows). Smaller (≤ 480px), no keyboard j/k nav (single record), closes on Esc + click-outside. |
| `PeekModalHeader.tsx` | Eyebrow + title + close button. |
| `DrillStackProvider.tsx` | React context + zustand-backed store. Owns the stack of `[{ kind: 'drawer' | 'peek', key: string, payload?: unknown }]`. Exposes `open()`, `closeTop()`, `closeAll()`. Enforces max 2 levels. |
| `DrillableCell.tsx` | Tiny wrapper that adds the hover-reveal affordance (pointer + accent tint + trailing chevron) and the click handler. Used inside tables, KPI tiles, activity feeds. |
| `ProviderDrawer.tsx` | New full-entity drawer for `/api/providers/{npi}`. Tabs: Overview (NPI + address + counts) / Claims (top 10 recent claims + "View all →" link) / Activity (top 10 recent activity + "View all →" link). |
| `AckDrawer.tsx` | New full-entity drawer for `/api/acks/{id}` (reuses the existing `GET /api/acks/{id}` endpoint). |
| `RemitDrawer.tsx` | New full-entity drawer for `/api/remittances/{id}`. Already documented as "deferred to a follow-up" in the SP4 claim-drawer spec; SP21 ships it. |
| `useDrillStack.ts` | Hook wrapper around `DrillStackProvider`'s store, with selector helpers for "is this drawer open?", "open this drawer", "the active peek payload". |
| `PayerPeekContent.tsx` | Payer peek body (backend-fed): name, claim count, billed, received, denial rate, "view all claims →" link. |
| `ValidationRulePeekContent.tsx` | Validation-rule peek body (static lookup, no backend call): rule code, severity, full description, X12 spec reference if any. Opened from ClaimDrawer validation issue rows. |
All live under `src/components/drill/` (new shared folder) plus `src/components/ProviderDrawer/`, `src/components/AckDrawer/`, `src/components/RemitDrawer/`.
### 2.2 Drill map (per surface)
The complete click → destination table. Each row is one click target on one surface. "Stack position" describes where the destination lives in the drill stack at the moment of the click.
| Surface | Click target | Destination | Stack position |
|---|---|---|---|
| Dashboard · KPI: Claims | tile | navigate → `/claims` | — |
| Dashboard · KPI: Billed | tile | navigate → `/claims?sort=-billedAmount` | — |
| Dashboard · KPI: Received | tile | navigate → `/claims?sort=-receivedAmount` | — |
| Dashboard · KPI: Pending AR | tile | navigate → `/claims?status=submitted,pending` | — |
| Dashboard · KPI: Denial rate | tile | navigate → `/claims?status=denied` | — |
| Dashboard · Top providers | any row | `ProviderDrawer(?provider=NPI)` | top drawer |
| Dashboard · Recent denials | any row | `DrillDrawer(claim, ?claim=ID)` | top drawer |
| Dashboard · Recent activity | any event | routed by event kind: `claim_*` → claim drawer, `remit_received` → remit drawer, `provider_added` → provider drawer | top drawer |
| Claims · table row | row body | `DrillDrawer(claim, ?claim=ID)` | top drawer |
| Claims · claim id cell | id | `DrillDrawer(claim, ?claim=ID)` | top drawer |
| Claims · patient cell | name | navigate → `/claims?patient=NAME` | — |
| Claims · provider cell | provider name + NPI | `ProviderDrawer(?provider=NPI)` | top drawer |
| Claims · payer cell | payer name | `PeekModal(payer)` | top peek |
| Remittances · table row | row body | `RemitDrawer(?remit=ID)` (replaces the inline CAS expand) | top drawer |
| Remittances · claim id cell | id | `DrillDrawer(claim, ?claim=ID)` | top drawer |
| Remittances · payer cell | payer name | `PeekModal(payer)` | top peek |
| Batches · table row | row body | `BatchDetail` drawer (?batch=ID) | top drawer |
| Providers · directory card | card body | `ProviderDrawer(?provider=NPI)` | top drawer |
| Activity log · event row | row body | routed by event kind (same as Dashboard · Recent activity) | top drawer |
| 999 ACKs · table row | row body | `AckDrawer(?ack=ID)` | top drawer |
| 999 ACKs · Download 999 button | button | (unchanged — file download) | — |
| Inbox · Rejected row | row body | `DrillDrawer(claim, ?claim=ID)` | top drawer |
| Inbox · Payer-Rejected row | row body | `DrillDrawer(claim, ?claim=ID)` | top drawer |
| Inbox · Candidates row | row body | `RemitDrawer(?remit=ID)` | top drawer |
| Inbox · Unmatched claim row | row body | `DrillDrawer(claim, ?claim=ID)` | top drawer |
| Inbox · Unmatched remit row | row body | `RemitDrawer(?remit=ID)` | top drawer |
| Inbox · Done today row | row body | routed by row kind (claim vs remit) | top drawer |
| Reconciliation · claim button | button | (unchanged — select for match) | — |
| Reconciliation · claim card body | body | `DrillDrawer(claim, ?claim=ID)` | top drawer (navigates to `/claims?claim=ID`) |
| Reconciliation · remit card body | body | `RemitDrawer(?remit=ID)` | top drawer (navigates to `/remittances?remit=ID`) |
| Batch diff · claim id (added) | id | `DrillDrawer(claim, ?claim=ID)` | top drawer |
| Batch diff · claim id (removed) | id | `DrillDrawer(claim, ?claim=ID)` (will 404 if removed — show distinct not-found state) | top drawer |
| Batch diff · claim id (changed) | id | `DrillDrawer(claim, ?claim=ID)` | top drawer |
| Upload · streamed claim card | header / chevron | (unchanged — inline expand) | — |
| Upload · streamed claim card | "See claim in detail →" link (new) | `DrillDrawer(claim, ?claim=ID)` (only enabled if the claim id is in the persisted batch list, else disabled with tooltip) | top drawer |
| ClaimDrawer · payer name (inside drawer) | payer name | `PeekModal(payer)` | peek on top of drawer |
| ClaimDrawer · provider name (inside drawer) | provider name | `ProviderDrawer(?provider=NPI)` (replaces drawer) | top drawer (replaces) |
| ClaimDrawer · matched-remit id | id | `RemitDrawer(?remit=ID)` (replaces drawer) | top drawer (replaces) |
| ClaimDrawer · validation issue row | rule code | `PeekModal(validation issue)` | peek on top of drawer |
**Nesting rules** (enforced by `DrillStackProvider`):
1. Max 2 levels: one drawer at the bottom + at most one peek on top. Opening a third drill replaces the top peek (same kind) or pops the peek (different kind).
2. Clicking inside a peek to open a drawer: closes the peek first, opens the drawer (no drawer-over-peek).
3. Esc closes the top entry (peek or drawer). Browser back closes the top drawer (URL pops). Browser back while only peeks are open: no-op (peek stack isn't URL-persisted).
### 2.3 Backend endpoints
**New endpoint:**
| Method | Path | Purpose |
|---|---|---|
| `GET` | `/api/payers/{payer_id}/summary` | Aggregate snapshot for a payer: `{ payer_id, name, claim_count, billed_total, received_total, denial_rate, top_providers: [{npi, count}] }`. Computed on read from the existing `claims` + `remittances` tables. Cached for 60s; invalidated on `claim_written` / `remittance_written` pubsub events. |
**Extended endpoint (existing, response shape widened):**
| Method | Path | Change |
|---|---|---|
| `GET` | `/api/providers/{npi}` | Response gains `recent_claims: ClaimSummary[]` (top 10 by `submission_date DESC`) and `recent_activity: ActivityEvent[]` (top 10 by `ts DESC`). Backwards-compatible: existing clients ignore the new arrays. |
**Reused as-is:**
- `GET /api/claims/{id}` — already exists (SP4). Used by `DrillDrawer(claim)`.
- `GET /api/remittances/{id}` — already exists (SP3). Used by `RemitDrawer`.
- `GET /api/batches/{id}` — already exists. Used by `BatchDetail`.
- `GET /api/providers/{npi}` — already exists (SP9). Used by `ProviderDrawer` Overview tab AND Claims / Activity tabs (via the newly extended arrays).
- `GET /api/config/payers/{payer_id}` — already exists (SP9). Used by the payer peek header (the payer name).
- `GET /api/acks/{id}` — already exists (SP3). Used by `AckDrawer`.
**Implementation notes:**
- Add the one new handler in `backend/src/cyclone/api_routers/payers.py`.
- Payer summary cache lives in a module-level `lru_cache` with a TTL guard (60s); invalidated on a `claim_written` / `remittance_written` pubsub event.
- The new endpoint inherits the existing security middleware stack (SP19): `127.0.0.1` bind, body limit, rate limit, security headers.
- The extended `/api/providers/{npi}` response is bounded — only 10 + 10 entries per category — so the existing payload cap (per SP19 body limit, default 50 MB) is comfortably respected.
### 2.4 Visual design tokens
No new tokens. Reuse:
- `--surface` / `--surface-dim` for drawer + dim overlay
- `--accent` for hover tint (the same `--accent` used by today's selected-row indicator + nav-active)
- `border-border/60` for the peek modal border
- Existing `display mono` / `eyebrow` typography for peek headers
- `animate-fade-in` / `animate-fade-in-up` for peek/drawer enter
Peek modal sizing:
```
max-width: 480px (or 90vw on narrow viewports)
padding: 20px
border: 1px solid var(--border)
shadow: shadow-2xl
border-radius: rounded-xl (matches today's Radix Dialog)
```
Hover affordance CSS:
```css
.drillable {
cursor: pointer;
transition: background-color 120ms ease;
}
.drillable:hover {
background-color: hsl(var(--accent) / 0.08);
}
.drillable:hover::after {
content: "";
margin-left: 6px;
color: hsl(var(--accent));
font-weight: 600;
}
```
The trailing chevron is injected via `::after` so `DrillableCell` doesn't need to compose a child element. Disabled cells (e.g. the "See claim in detail" link in Upload when the claim isn't persisted) drop the affordance and the click handler.
### 2.5 Interaction patterns
**Open (drawer):**
- Click target → URL updates to `?{entity}={id}` via `history.pushState` (or `replaceState` if same entity type, to avoid history pollution).
- Drawer slides in from right, 240ms ease-out (same as today's ClaimDrawer).
- Background page dims to 60% opacity.
**Open (peek):**
- Click target → zustand stack updated; peek fades in centered, 180ms.
- Background dims to 75% (more aggressive than the drawer's 60%, to differentiate).
- No URL change (peek stack is ephemeral).
**Open (peek on top of drawer):**
- Click target inside drawer body → zustand stack gains one entry.
- Peek renders above drawer; drawer stays in place, dims to 75%.
- Drawer's existing keyboard nav (j/k, ?) is suspended while a peek is on top.
**Close:**
- Esc → pops the top stack entry. If peek was top, peek closes (drawer underneath is interactive again). If only a drawer, URL strips `?{entity}=`.
- Click on dim overlay → same as Esc.
- Browser back → pops URL drawer only (no peek history).
**Loading:**
- Drawer: existing `Skeleton` + `ErrorState` patterns reused.
- Peek: a 6-line shimmer skeleton, max 280px height. Fetch errors collapse the peek and show an inline error toast (peek is small enough that an inline state would look broken).
**Errors:**
- 404 on a drawer → existing `ErrorState` "not found" branch (per drawer component).
- 404 on a peek → toast: "Couldn't find that record. It may have been removed." and peek auto-closes after 1.5s.
- Network error → toast with Retry button.
**Keyboard:**
- Drawer nav: j/k, ?, esc (unchanged from today).
- Peek nav: esc, Tab cycles focusable elements inside the peek body. No j/k (single record, no list).
- Global `?` cheatsheet: extended to list peek keyboard hints (currently lists only drawer hints).
### 2.6 URL state contract
- `/claims` — list, no drawer.
- `/claims?claim=CLM-114` — list with drawer for CLM-114.
- `/remittances?remit=R-9876` — list with remit drawer.
- `/providers?provider=1881068062` — directory with provider drawer.
- `/batches?batch=BATCH-…` — list with batch drawer.
- `/acks?ack=42` — list with ack drawer.
- `/activity?event=evt-uuid` — list with activity event drawer.
Each entity-drawer type has its own URL state hook following the existing per-page pattern (`useDrawerUrlState` for Claims, `useBatchDrawerUrlState` for Batches, plus a new `useProviderDrawerUrlState` for Providers, `useRemitDrawerUrlState` for Remittances, `useAckDrawerUrlState` for Acks). All hooks read & write the same `?{entity}={id}` convention. **Each drawer is mounted by the page that owns it** — clicking a cross-page entity from inside another page navigates to that entity's owning page with `?{entity}={id}` set (soft fade, no full reload). The opening source's filter state (e.g. `/remittances?status=posted`) is preserved when navigating back via browser-back. Peeks never trigger navigation.
### 2.7 Frontend file layout
```
src/
├── components/
│ ├── drill/ # NEW shared folder
│ │ ├── DrillDrawer.tsx
│ │ ├── DrillDrawerHeader.tsx
│ │ ├── PeekModal.tsx
│ │ ├── PeekModalHeader.tsx
│ │ ├── DrillStackProvider.tsx
│ │ ├── DrillStackMount.tsx # the actual portal mount + z-index mgmt
│ │ ├── DrillableCell.tsx
│ │ ├── PayerPeekContent.tsx
│ │ ├── ValidationRulePeekContent.tsx
│ │ ├── DrillStackProvider.test.tsx
│ │ ├── DrillableCell.test.tsx
│ │ ├── PeekModal.test.tsx
│ │ └── index.ts # barrel export
│ ├── ProviderDrawer/ # NEW
│ │ ├── ProviderDrawer.tsx
│ │ ├── ProviderOverview.tsx
│ │ ├── ProviderRecentClaims.tsx # top-10 mini-table (data from extended /providers/{npi})
│ │ ├── ProviderRecentActivity.tsx # top-10 mini-feed (data from extended /providers/{npi})
│ │ └── index.ts
│ ├── RemitDrawer/ # NEW
│ │ ├── RemitDrawer.tsx
│ │ ├── RemitHeader.tsx
│ │ ├── ClaimPaymentsTable.tsx
│ │ ├── CasAdjustmentsPanel.tsx
│ │ ├── RemitPartiesGrid.tsx
│ │ └── index.ts
│ ├── AckDrawer/ # NEW
│ │ ├── AckDrawer.tsx
│ │ ├── AckHeader.tsx
│ │ ├── SegmentStatusList.tsx
│ │ └── index.ts
│ └── ClaimDrawer/ # existing — refactor header to use DrillDrawerHeader
├── hooks/
│ ├── useDrillStack.ts # NEW (zustand-backed ephemeral peek stack)
│ ├── usePayerSummary.ts # NEW
│ ├── useProviderDrawerUrlState.ts # NEW (?provider=)
│ ├── useRemitDrawerUrlState.ts # NEW (?remit=)
│ └── useAckDrawerUrlState.ts # NEW (?ack=)
├── lib/
│ └── api.ts # +api.getPayerSummary(id); /api/providers/{npi} response widened in backend
└── pages/ # wire drills per the drill map; refactor existing useDrawerUrlState usages to follow the per-drawer convention
├── Claims.tsx
├── Remittances.tsx
├── Dashboard.tsx
├── Batches.tsx
├── Providers.tsx
├── Acks.tsx
├── ActivityLog.tsx
├── Reconciliation.tsx
├── BatchDiff.tsx
├── Upload.tsx
└── Inbox.tsx
```
### 2.8 Testing targets
**Frontend (Vitest + React Testing Library):**
- `DrillStackProvider.test.tsx` — max-2-level rule, peek-over-drawer, drawer-over-peek prevention, esc closes top, closeAll resets stack
- `DrillableCell.test.tsx` — renders chevron on hover, fires onClick, disabled state hides chevron + blocks click
- `PeekModal.test.tsx` — opens via context, closes on esc, closes on click-outside, 404 → toast + auto-close, network error → retry toast
- `ProviderDrawer.test.tsx` — Overview tab shows NPI + address + counts; Claims tab paginates; Activity tab paginates; j/k nav (if claim ids in scope)
- `RemitDrawer.test.tsx` — header summary, claim payments table, CAS panel, payer cell opens payer peek
- `AckDrawer.test.tsx` — header (source batch, ack code), per-segment status list, download button (unchanged)
- `PayerPeekContent.test.tsx` — loading skeleton, populated peek, "view all claims" link href
- `ValidationRulePeekContent.test.tsx` — known rule (R050_diagnosis_present) renders full description + X12 reference; unknown rule shows fallback copy
- Page tests (per-page drill map coverage): one test per drill target verifying the click routes correctly
**Backend (pytest):**
- `test_payer_summary_endpoint` — happy path, cache hit/miss, invalidation on `claim_written`
- `test_provider_detail_extended_response` — existing fields unchanged; new `recent_claims` + `recent_activity` arrays populated (10 each, sorted); empty arrays when the provider has no claims/activity
- `test_provider_detail_extended_response_backwards_compat` — clients that ignore the new arrays don't break; old fields identical to SP9 response shape
**Target counts:** ~25 new frontend tests, ~3 new backend tests. All 249 existing frontend tests + 409 existing backend tests must stay green.
### 2.9 Smoke test (end-of-SP21)
1. Start backend (`backend/.venv/bin/python -m cyclone serve`).
2. Start frontend (`npm run dev`).
3. Open `http://localhost:5173/`.
4. **Dashboard:** click a KPI tile → page navigates to `/claims` with the right filter.
5. **Dashboard:** click a top-providers row → provider drawer opens from the right.
6. **Dashboard:** click a recent-denials row → claim drawer opens.
7. **Dashboard:** click a recent-activity event of kind `claim_paid` → claim drawer opens for the underlying claim.
8. **Claims:** click a claim row → claim drawer opens (already worked, regression check).
9. **Claims:** hover the patient name cell → cursor + tint + chevron appear. Click → navigates to `/claims?patient=NAME`.
10. **Claims:** hover the provider cell → affordance. Click → provider drawer opens.
11. **Claims:** hover the payer cell → affordance. Click → payer peek modal opens (centered).
12. **Claims:** with the claim drawer open, click the payer name inside the drawer → peek opens on top of the drawer. Esc → peek closes; drawer still there. Esc again → drawer closes.
13. **Remittances:** click a remit row → remit drawer opens (was: inline expand only).
14. **Remittances:** click the claim id cell → claim drawer opens.
15. **Providers:** click a card → provider drawer opens.
16. **Acks:** click a row → ack drawer opens (was: only the Download button worked).
17. **Activity log:** click a `remit_received` event → remit drawer opens.
18. **Inbox:** click a rejected row → claim drawer opens (was: no-op).
19. **Inbox:** click a candidates row → remit drawer opens (was: no-op).
20. **Reconciliation:** click the body of an unmatched claim (not the select button) → navigates to `/claims?claim=ID` with the claim drawer open.
21. **Batch diff:** click an added claim id → claim drawer opens.
22. **Upload:** click a streamed claim's "See claim in detail" link → claim drawer opens (if persisted).
23. Browser back from any drawer state → drawer closes.
24. Commit empty `smoke: end-to-end SP21 (universal drilldown) flow passes`.
## 3. Risk areas
1. **Stack explosion.** Without an enforcement point, it's easy to write code that opens a drawer from inside a peek from inside a drawer. The `DrillStackProvider` API only exposes `open` (which respects the max-2 rule) and `closeTop`. There's no `openOnTopOf` — the stack is implicit from context. Risk: future contributors might bypass the provider and mount `<PeekModal>` ad-hoc. Mitigation: the `<DrillStackMount>` portal at the root of `App.tsx` is the only place peeks render; mounting `<PeekModal>` outside it renders nothing.
2. **URL vs ephemeral state confusion.** Drawers persist in URL; peeks don't. If a user opens a peek, copies the URL, and pastes it later, the peek is gone. Acceptable trade-off — peeks are exploratory; drawers are shareable.
3. **Cross-page drawer navigation.** Clicking a claim id on `/remittances` navigates to `/claims?claim=…`. The user lands on the claims page, not on the remittances page with the claim drawer overlaid. This is intentional — the claim drawer lives on `/claims`. Side effect: the user's remittances filter context is lost on nav. Mitigation: the nav is a soft fade + the URL preserves `?status=` etc. on `/claims` so the user can navigate back with browser back.
4. **Drawer nav state across page navigation.** When the user clicks a claim id on `/remittances`, lands on `/claims?claim=…`, and presses browser back, they go back to `/remittances` (the remits filter is restored). The claim drawer closes. Tested in smoke step 23.
5. **Inbox row click vs checkbox click.** Inbox rows have multi-select checkboxes. Row body click opens the drawer; checkbox click toggles selection. The `DrillableCell` wrapper goes around the row body, NOT the checkbox. Tested in `Inbox.test.tsx`.
6. **Payer summary cache staleness.** The 60s cache + pubsub invalidation is best-effort. Worst case: a payer summary is up to 60s stale after a `claim_written`. Acceptable for v1.
7. **Patient name in URL.** Navigating to `/claims?patient=John%20Doe` puts the patient name in the URL bar. Cyclone is local-only (127.0.0.1) per project context, so this is acceptable for v1. Flagged for SP22 if multi-operator / networked expansion happens. The existing PII scrubber (SP18) only scrubs log lines, not URL bars.
8. **Drawer dim overlay z-index.** With a peek over a drawer, three z-index layers: page (z=0), drawer overlay (z=40), peek overlay (z=50). The `<DrillStackMount>` portal renders peeks in a dedicated DOM node at `z-50`; the existing drawer overlays at `z-40` continue to work. Tested in `PeekModal.test.tsx` (asserts peek is rendered above drawer overlay).
## 4. Migration / rollout
- Single feature branch `universal-drilldown` cut from `main`.
- Worktree at `.worktrees/universal-drilldown/`, following SP1-3 pattern.
- DB migrations: **none** (uses existing tables: `claims`, `remittances`, `batches`, `activity_events`, `providers`, `payers`, `acks`).
- No new dependencies (Radix Dialog + zustand already in `package.json`).
- Phasing within the branch (each PR is shippable independently, each closes its slice of smoke steps):
1. **PR1 — Foundation primitives + first 3 surfaces:** `DrillStackProvider` + `DrillableCell` + `PeekModal` primitives, the App-level `<DrillStackMount>` portal, the hover affordance CSS, the extended `/api/providers/{npi}` response. Wire Dashboard KPI navigation + Dashboard Top providers drill + Dashboard Recent denials drill. Backend: `/api/payers/{payer_id}/summary` (the actual provider-overview data lives in the extended `/api/providers/{npi}` response — no separate provider endpoints needed). (Smoke steps 4-6.)
2. **PR2 — `ProviderDrawer` + activity event routing:** Build the ProviderDrawer (Overview tab only in this PR; Claims/Activity tabs come in PR3 with the recent_claims/recent_activity payload rendering). Wire Dashboard Recent activity for `claim_*` events (the activity → entity mapping lives in a small `eventKindToEntity()` helper introduced here). Wire Providers directory page + Claims provider cell. (Smoke steps 7, 10, 15.)
3. **PR3 — `ProviderDrawer` tabs + remaining event routing:** Add the Claims and Activity tabs to ProviderDrawer, using the extended `/api/providers/{npi}` payload. Wire Dashboard Recent activity for `remit_received` and `provider_added` event kinds (still routed via the PR2 `eventKindToEntity()` helper; `provider_added` routes to ProviderDrawer, `remit_received` will route to the PR4 RemitDrawer — until PR4 lands it shows a graceful "Remit drawer coming in PR4" toast). (Smoke step 7 finishes — all 4 event kinds route correctly by PR4 merge.)
4. **PR4 — `RemitDrawer` + 4 surfaces:** Build the RemitDrawer. Wire Remittances row click (replaces inline CAS expand), Inbox candidates + unmatched remit rows, Activity log `remit_received` event click, Remittances claim-id cell, ClaimDrawer matched-remit link. Now `eventKindToEntity()`'s `remit_received` branch resolves to a real drawer. (Smoke steps 13, 14, 17, 19.)
5. **PR5 — `AckDrawer` + final 8 surfaces:** Build the AckDrawer. Wire Acks row, Inbox rejected + payer_rejected + done_today rows, Reconciliation body click, Batch diff claim id, Upload "See claim in detail" link, ClaimDrawer payer peek (`PayerPeekContent`), ClaimDrawer validation-rule peek (`ValidationRulePeekContent`), refactor existing `ClaimDrawer` to use the `DrillDrawer` shell + `DrillDrawerHeader`. (Smoke steps 8, 9, 11, 12, 16, 18, 20, 21, 22, 23.)
- Merge to main after final PR + smoke pass; cleanup worktree + branch.
+62
View File
@@ -12,6 +12,7 @@
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}
}
},
"node_modules/@radix-ui/react-select": { "node_modules/@radix-ui/react-select": {
"version": "2.3.1", "version": "2.3.1",
"resolved": "https://registry.npmjs.org/@radix-ui/react-select/-/react-select-2.3.1.tgz", "resolved": "https://registry.npmjs.org/@radix-ui/react-select/-/react-select-2.3.1.tgz",
@@ -1393,6 +1425,36 @@
} }
} }
}, },
"node_modules/@radix-ui/react-tabs": {
"version": "1.1.15",
"resolved": "https://registry.npmjs.org/@radix-ui/react-tabs/-/react-tabs-1.1.15.tgz",
"integrity": "sha512-kxc9gI6/HfcU4nfMMVS3AmQK414kbU1IE6UCJmMmxjhO3cRPXOyYnmvyKD+ODt7q56nRq9l7Wovi6uaGwKgMlg==",
"license": "MIT",
"dependencies": {
"@radix-ui/primitive": "1.1.4",
"@radix-ui/react-context": "1.1.4",
"@radix-ui/react-direction": "1.1.2",
"@radix-ui/react-id": "1.1.2",
"@radix-ui/react-presence": "1.1.6",
"@radix-ui/react-primitive": "2.1.6",
"@radix-ui/react-roving-focus": "1.1.13",
"@radix-ui/react-use-controllable-state": "1.2.3"
},
"peerDependencies": {
"@types/react": "*",
"@types/react-dom": "*",
"react": "^16.8 || ^17.0 || ^18.0 || ^19.0 || ^19.0.0-rc",
"react-dom": "^16.8 || ^17.0 || ^18.0 || ^19.0 || ^19.0.0-rc"
},
"peerDependenciesMeta": {
"@types/react": {
"optional": true
},
"@types/react-dom": {
"optional": true
}
}
},
"node_modules/@radix-ui/react-use-callback-ref": { "node_modules/@radix-ui/react-use-callback-ref": {
"version": "1.1.2", "version": "1.1.2",
"resolved": "https://registry.npmjs.org/@radix-ui/react-use-callback-ref/-/react-use-callback-ref-1.1.2.tgz", "resolved": "https://registry.npmjs.org/@radix-ui/react-use-callback-ref/-/react-use-callback-ref-1.1.2.tgz",
+1
View File
@@ -17,6 +17,7 @@
"@radix-ui/react-label": "^2.1.0", "@radix-ui/react-label": "^2.1.0",
"@radix-ui/react-select": "^2.1.2", "@radix-ui/react-select": "^2.1.2",
"@radix-ui/react-slot": "^1.1.0", "@radix-ui/react-slot": "^1.1.0",
"@radix-ui/react-tabs": "^1.1.15",
"@tanstack/react-query": "^5.101.0", "@tanstack/react-query": "^5.101.0",
"ansi-styles": "^6.2.3", "ansi-styles": "^6.2.3",
"class-variance-authority": "^0.7.0", "class-variance-authority": "^0.7.0",
+3 -2
View File
@@ -1,6 +1,7 @@
import { Route, Routes } from "react-router-dom"; import { Route, Routes } from "react-router-dom";
import { Toaster } from "sonner"; import { Toaster } from "sonner";
import { Layout } from "@/components/Layout"; import { Layout } from "@/components/Layout";
import { DrillStackProvider } from "@/components/drill/DrillStackProvider";
import { Dashboard } from "@/pages/Dashboard"; import { Dashboard } from "@/pages/Dashboard";
import { Claims } from "@/pages/Claims"; import { Claims } from "@/pages/Claims";
import { Remittances } from "@/pages/Remittances"; import { Remittances } from "@/pages/Remittances";
@@ -24,7 +25,7 @@ function NotFound() {
export default function App() { export default function App() {
return ( return (
<> <DrillStackProvider>
<Routes> <Routes>
<Route element={<Layout />}> <Route element={<Layout />}>
<Route index element={<Dashboard />} /> <Route index element={<Dashboard />} />
@@ -52,6 +53,6 @@ export default function App() {
}, },
}} }}
/> />
</> </DrillStackProvider>
); );
} }
+192
View File
@@ -0,0 +1,192 @@
// @vitest-environment happy-dom
// AckDrawer wires `useAckDetail` (TanStack Query) and renders a Radix
// Dialog portal — both need an act-aware, DOM-backed environment or
// React logs warnings and the portal can't mount.
(globalThis as { IS_REACT_ACT_ENVIRONMENT?: boolean }).IS_REACT_ACT_ENVIRONMENT = true;
import { afterEach, describe, it, expect, vi } from "vitest";
import { cleanup, render } from "@testing-library/react";
import { ApiError } from "@/lib/api";
import { AckDrawer } from "@/components/AckDrawer";
import type { Ack } from "@/types";
// Mock the hook BEFORE the import above is resolved (vitest hoists
// `vi.mock` to the top of the file regardless of where it appears
// syntactically). Mocking the hook directly — rather than mocking
// `api.getAck` — lets each test pin the hook's exact return shape
// without standing up a real `QueryClient`.
const { useAckDetail } = vi.hoisted(() => ({
useAckDetail: vi.fn(),
}));
vi.mock("@/hooks/useAckDetail", () => ({
useAckDetail,
}));
/**
* Minimal valid `Ack` fixture every required key present so the
* component typechecks. The wire shape extends with `raw_999_text`
* (and `rawJson`), per `useAckDetail`'s `AckDetail` type populated
* when the backend serves it; absent on older rows.
*/
const SAMPLE_ACK: Ack & { raw_999_text: string } = {
id: 42,
sourceBatchId: "b-uuid-1",
acceptedCount: 3,
rejectedCount: 1,
receivedCount: 4,
ackCode: "P",
parsedAt: "2026-06-20T12:00:00Z",
raw_999_text: "ISA*...*~\nGS*...*~\nST*999*0001~",
};
/**
* Configure the mocked hook's return value for a single test. The
* `refetch` default is a fresh `vi.fn()` tests that need to assert
* on it can override via `overrides.refetch`.
*/
function mockDetail(
overrides: Partial<{
data: (Ack & { raw_999_text?: string }) | null;
isLoading: boolean;
isError: boolean;
error: Error | null;
refetch: () => void;
}> = {}
) {
useAckDetail.mockReturnValue({
data: null,
isLoading: false,
isError: false,
error: null,
refetch: vi.fn(),
...overrides,
});
}
// happy-dom keeps `document.body` between tests; without cleanup,
// `screen.getByText(...)` would find nodes from earlier renders.
afterEach(() => {
cleanup();
vi.clearAllMocks();
});
describe("AckDrawer", () => {
it("test_renders_nothing_when_ackId_is_null", () => {
mockDetail({ data: null });
render(<AckDrawer ackId={null} onClose={() => {}} />);
// No ack content should be in the document when the drawer is
// closed — Radix's Dialog gates the portal on `open`.
expect(document.body.textContent).not.toContain("b-uuid-1");
});
it("test_calls_useAckDetail_with_ackId", () => {
mockDetail({ data: SAMPLE_ACK });
render(<AckDrawer ackId="42" onClose={() => {}} />);
expect(useAckDetail).toHaveBeenCalledWith("42");
});
it("test_renders_ack_summary_on_success", () => {
mockDetail({ data: SAMPLE_ACK });
render(<AckDrawer ackId="42" onClose={() => {}} />);
// Header shows the source batch id as the title.
expect(document.body.textContent).toContain("b-uuid-1");
// Counts (3 accepted, 1 rejected, 4 received) are surfaced as
// StatTile values.
expect(document.body.textContent).toContain("3");
expect(document.body.textContent).toContain("1");
expect(document.body.textContent).toContain("4");
});
it("test_renders_ack_code_pill_with_human_label", () => {
mockDetail({ data: { ...SAMPLE_ACK, ackCode: "P" } });
render(<AckDrawer ackId="42" onClose={() => {}} />);
// The pill renders a human label, not just the bare code letter.
expect(document.body.textContent).toContain("Partially accepted");
});
it("test_renders_skeleton_while_loading", () => {
mockDetail({ isLoading: true });
render(<AckDrawer ackId="42" onClose={() => {}} />);
// The `Skeleton` primitive sets `aria-busy="true"` — a stable
// hook for the loading state.
expect(document.querySelectorAll('[aria-busy="true"]').length).toBeGreaterThan(0);
// And the ack id should NOT have leaked in yet.
expect(document.body.textContent).not.toContain("b-uuid-1");
});
it("test_renders_not_found_error_on_404", () => {
mockDetail({
isError: true,
error: new ApiError(404, "Ack ghost not found"),
});
render(<AckDrawer ackId="9999" onClose={() => {}} />);
const errEl = document.querySelector('[data-testid="ack-drawer-error-not_found"]');
expect(errEl).not.toBeNull();
// Body should mention "doesn't exist" — the not_found COPY key.
expect(errEl?.textContent).toContain("doesn't exist");
// And the retry button should NOT be present (not_found has no
// retry affordance — retrying a 404 won't help).
expect(document.querySelector('[data-testid="error-retry"]')).toBeNull();
});
it("test_renders_network_error_with_retry", () => {
mockDetail({ isError: true, error: new Error("network down") });
render(<AckDrawer ackId="42" onClose={() => {}} />);
const errEl = document.querySelector('[data-testid="ack-drawer-error-network"]');
expect(errEl).not.toBeNull();
expect(errEl?.textContent).toContain("Couldn't reach the server");
// Network variant shows a Retry button.
const retryBtn = document.querySelector(
'[data-testid="error-retry"]'
) as HTMLButtonElement | null;
expect(retryBtn).not.toBeNull();
});
it("test_close_button_calls_onClose", () => {
const onClose = vi.fn<() => void>();
mockDetail({ isError: true, error: new Error("network down") });
render(<AckDrawer ackId="42" onClose={onClose} />);
const closeBtn = document.querySelector(
'[data-testid="error-close"]'
) as HTMLButtonElement | null;
expect(closeBtn).not.toBeNull();
closeBtn!.click();
expect(onClose).toHaveBeenCalledTimes(1);
});
it("test_renders_download_button_when_raw_999_text_present", () => {
mockDetail({ data: SAMPLE_ACK });
render(<AckDrawer ackId="42" onClose={() => {}} />);
// The header action slot populates with the Download 999 button
// only when the ack detail carries raw_999_text.
const dlBtn = document.querySelector('[data-testid="ack-drawer-download"]');
expect(dlBtn).not.toBeNull();
});
it("test_omits_download_button_when_raw_999_text_absent", () => {
const data: Ack = {
id: 42,
sourceBatchId: "b-uuid-1",
acceptedCount: 3,
rejectedCount: 1,
receivedCount: 4,
ackCode: "A",
parsedAt: "2026-06-20T12:00:00Z",
};
mockDetail({ data });
render(<AckDrawer ackId="42" onClose={() => {}} />);
// No raw_999_text → no Download button.
expect(document.querySelector('[data-testid="ack-drawer-download"]')).toBeNull();
});
});
+324
View File
@@ -0,0 +1,324 @@
import { useCallback, useState } from "react";
import { Download } from "lucide-react";
import { Dialog, DialogContent } from "@/components/ui/dialog";
import { ApiError } from "@/lib/api";
import { DrillDrawerHeader } from "@/components/drill/DrillDrawerHeader";
import { Skeleton } from "@/components/ui/skeleton";
import { cn } from "@/lib/utils";
import { useAckDetail, type AckDetail } from "@/hooks/useAckDetail";
import { SegmentStatusList } from "./SegmentStatusList";
interface Props {
/**
* Currently-open ack id (string), or `null` when the drawer is
* closed. The URL stores ids as strings so deep links round-trip
* cleanly; the hook does the `Number()` coercion before calling
* `api.getAck`.
*/
ackId: string | null;
/** Fired when the user dismisses the drawer (X button, Escape, etc.). */
onClose: () => void;
}
/**
* Roll a hex code into a "kind" so the drawer's error branch can
* pick the right copy. Mirrors `ProviderDrawer`'s `errorKind`
* computation.
*/
type ErrorKind = "not_found" | "network";
function AckDrawerError({
kind,
onRetry,
onClose,
}: {
kind: ErrorKind;
onRetry?: () => void;
onClose: () => void;
}) {
const COPY = {
not_found: {
eyebrow: "NOT FOUND",
message: "This 999 ACK doesn't exist or has been removed.",
},
network: {
eyebrow: "CONNECTION",
message:
"Couldn't reach the server. Check your connection and try again.",
},
} as const;
const { eyebrow, message } = COPY[kind];
return (
<div
className="flex h-full flex-col"
role="alert"
data-testid={`ack-drawer-error-${kind}`}
>
<DrillDrawerHeader eyebrow="999 ACK" title="—" onClose={onClose} />
<div className="flex flex-1 flex-col items-start gap-4 px-6 py-6">
<span className="text-[10.5px] font-semibold uppercase tracking-[0.18em] text-destructive">
{eyebrow}
</span>
<p className="text-sm text-muted-foreground max-w-sm">{message}</p>
<div className="flex items-center gap-2">
{kind === "network" && onRetry ? (
<button
type="button"
onClick={onRetry}
data-testid="error-retry"
className="rounded-md border px-2.5 py-1 text-[12.5px] font-medium hover:bg-muted"
>
Retry
</button>
) : null}
<button
type="button"
onClick={onClose}
data-testid="error-close"
className="rounded-md border px-2.5 py-1 text-[12.5px] font-medium hover:bg-muted"
>
Close
</button>
</div>
</div>
</div>
);
}
/**
* Inline ack code pill same color palette as `AcksPage`
* (`Acks.tsx`) so the badge reads the same in both surfaces.
*/
function AckCodePill({ code }: { code: AckDetail["ackCode"] }) {
const cfg =
code === "A"
? {
fg: "hsl(152 64% 30%)",
bg: "hsl(152 50% 88%)",
border: "hsl(152 64% 38% / 0.30)",
label: "Accepted",
}
: code === "R"
? {
fg: "hsl(358 70% 36%)",
bg: "hsl(358 70% 92%)",
border: "hsl(358 70% 50% / 0.30)",
label: "Rejected",
}
: code === "P"
? {
fg: "hsl(36 92% 30%)",
bg: "hsl(36 82% 88%)",
border: "hsl(36 92% 50% / 0.30)",
label: "Partially accepted",
}
: {
fg: "hsl(36 92% 30%)",
bg: "hsl(36 82% 88%)",
border: "hsl(36 92% 50% / 0.30)",
label: "Accepted w/ errors",
};
return (
<span
className="inline-flex items-center rounded-sm border px-2 py-0.5 mono text-[10.5px] font-semibold uppercase tracking-[0.14em]"
style={{ color: cfg.fg, backgroundColor: cfg.bg, borderColor: cfg.border }}
>
{cfg.label}
</span>
);
}
function StatTile({
label,
value,
tone,
}: {
label: string;
value: number | string;
tone: "success" | "destructive" | "ink";
}) {
const color =
tone === "success"
? "hsl(152 64% 30%)"
: tone === "destructive"
? "hsl(358 70% 36%)"
: "hsl(var(--foreground))";
return (
<div
className="rounded-lg border px-3.5 py-3"
style={{
backgroundColor: "hsl(var(--card) / 0.4)",
borderColor: "hsl(var(--border) / 0.5)",
}}
data-testid="ack-stat"
>
<div className="text-[10px] font-semibold uppercase tracking-[0.18em] text-muted-foreground">
{label}
</div>
<div
className="display mono tabular-nums mt-1"
style={{ color, fontSize: 22, lineHeight: 1.1 }}
>
{value}
</div>
</div>
);
}
/**
* 999 ACK drill-down drawer (SP21 Phase 5 Task 5.2).
*
* Mirror of `ProviderDrawer` same right-anchored side-panel shell,
* same `errorKind` + `useAckDetail` shape (404 vs network), same
* skeleton-first loading state. The body is slim: rolled-up counts
* at the top, the ack code pill, the source batch id, and a
* per-segment status list. The header carries a "Download 999"
* action so the user can grab the original X12 file from the drawer
* without a second round-trip to `/api/acks/{id}/raw`.
*
* Layout mirrors `ProviderDrawer`/`ClaimDrawer`: Radix Dialog
* repositioned to the right edge as a fixed-height side panel, with
* the shared `DrillDrawerHeader` on top and a scrollable body below.
*
* Error branching:
* - `ApiError(404)` "not_found" (no retry, the ack is gone)
* - anything else "network" (retry available)
*/
export function AckDrawer({ ackId, onClose }: Props) {
const { data, isLoading, isError, error, refetch } = useAckDetail(ackId);
const errorKind: ErrorKind | null = isError
? error instanceof ApiError && error.status === 404
? "not_found"
: "network"
: null;
// Download affordance for the regenerated 999 X12 text. Lives in
// the drawer (not the page) so a deep-linked user can grab the file
// without bouncing back to /acks. `raw_999_text` may be empty for
// older rows without the field — we silently no-op rather than
// surfacing an error toast (the spec calls this a "low stakes"
// affordance).
const [downloading, setDownloading] = useState(false);
const onDownload = useCallback(async () => {
if (!data) return;
const raw =
(data as AckDetail & { raw_999_text?: string }).raw_999_text ?? "";
if (!raw || downloading) return;
setDownloading(true);
try {
const blob = new Blob([raw], { type: "text/plain" });
const url = URL.createObjectURL(blob);
const a = document.createElement("a");
a.href = url;
a.download = `ack-${data.sourceBatchId}.999`;
a.click();
URL.revokeObjectURL(url);
} finally {
setDownloading(false);
}
}, [data, downloading]);
const downloadAction =
data && (data as AckDetail & { raw_999_text?: string }).raw_999_text ? (
<button
type="button"
onClick={onDownload}
disabled={downloading}
aria-label="Download 999 file"
title="Download 999 file"
data-testid="ack-drawer-download"
className={cn(
"inline-flex items-center gap-1.5 rounded-md border px-2 py-1 text-[11px] font-medium uppercase tracking-[0.14em] mono transition-colors",
downloading && "opacity-50 cursor-not-allowed",
)}
style={{
borderColor: "hsl(var(--border) / 0.7)",
color: "hsl(var(--foreground))",
backgroundColor: "hsl(var(--card) / 0.5)",
}}
>
<Download className="h-3.5 w-3.5" strokeWidth={1.75} aria-hidden />
999
</button>
) : null;
return (
<Dialog open={ackId !== null} onOpenChange={(o) => { if (!o) onClose(); }}>
<DialogContent
className="fixed right-0 top-0 flex h-full w-full max-w-2xl flex-col translate-x-0 translate-y-0 rounded-none border-l border-border bg-card p-0"
aria-describedby={undefined}
data-testid="ack-drawer"
>
{errorKind ? (
<AckDrawerError
kind={errorKind}
onRetry={() => {
void refetch();
}}
onClose={onClose}
/>
) : isLoading || !data ? (
<div className="flex h-full flex-col overflow-y-auto">
<DrillDrawerHeader
eyebrow="999 ACK"
title="Loading…"
onClose={onClose}
/>
<div className="space-y-2 p-6">
<Skeleton variant="row" />
<Skeleton variant="row" />
<Skeleton variant="row" />
</div>
</div>
) : (
<div
className="flex h-full flex-col overflow-y-auto"
data-testid="ack-drawer-content"
>
<DrillDrawerHeader
eyebrow="999 ACK"
title={data.sourceBatchId}
onClose={onClose}
action={downloadAction}
/>
<div className="flex flex-col divide-y divide-border/40">
<section
className="flex flex-col gap-4 px-6 py-4"
data-testid="ack-summary"
>
<div className="flex items-center gap-3 flex-wrap">
<AckCodePill code={data.ackCode} />
<span className="mono text-[12px] text-muted-foreground">
ID {data.id}
</span>
<span className="mono text-[12px] text-muted-foreground">
· {data.parsedAt ? data.parsedAt.slice(0, 10) : "—"}
</span>
</div>
<div className="grid grid-cols-3 gap-3">
<StatTile
label="Accepted"
value={data.acceptedCount}
tone="success"
/>
<StatTile
label="Rejected"
value={data.rejectedCount}
tone="destructive"
/>
<StatTile
label="Received"
value={data.receivedCount}
tone="ink"
/>
</div>
</section>
<SegmentStatusList segments={[]} />
</div>
</div>
)}
</DialogContent>
</Dialog>
);
}
@@ -0,0 +1,150 @@
import { CheckCircle2, AlertTriangle, Minus } from "lucide-react";
/**
* One 999 ACK segment status row. The 999 spec labels each transaction
* set with a 3-char code:
*
* "A" = Accepted
* "E" = Accepted, but errors are noted (one or more segments had
* errors; the transaction set as a whole was accepted)
* "R" = Rejected
* "P" = Partially accepted (mixed some segments accepted, some
* not; a degraded success the operator must investigate)
*
* The wire shape's `rawJson` (set by the parser, see backend
* `cyclone.parsers.parsers_999`) carries an array of segment rows.
* Until that array is parsed into a stable UI shape, we render the
* rolled-up counts on the ack row (`acceptedCount` / `rejectedCount`)
* and a placeholder explaining how to read it.
*/
interface SegmentRow {
/** Loop / segment reference like "ST*999*0001" or "AK2*HC*0001". */
reference?: string;
/** "A" | "E" | "R" | "P". */
status: "A" | "E" | "R" | "P";
/** Free-form note from the parser (e.g. "SVC*HC:9450 missing"). */
note?: string;
}
interface Props {
segments: SegmentRow[];
}
/**
* Pill for one segment status. Color mirrors the badge palette used on
* the Acks page (`Acks.tsx`) so a status reads the same in both
* surfaces.
*/
function StatusPill({ status }: { status: SegmentRow["status"] }) {
const cfg = {
A: {
fg: "hsl(152 64% 30%)",
bg: "hsl(152 50% 88%)",
border: "hsl(152 64% 38% / 0.30)",
label: "Accepted",
Icon: CheckCircle2,
},
E: {
fg: "hsl(36 92% 30%)",
bg: "hsl(36 82% 88%)",
border: "hsl(36 92% 50% / 0.30)",
label: "Accepted w/ errors",
Icon: AlertTriangle,
},
R: {
fg: "hsl(358 70% 36%)",
bg: "hsl(358 70% 92%)",
border: "hsl(358 70% 50% / 0.30)",
label: "Rejected",
Icon: AlertTriangle,
},
P: {
fg: "hsl(36 92% 30%)",
bg: "hsl(36 82% 88%)",
border: "hsl(36 92% 50% / 0.30)",
label: "Partially accepted",
Icon: Minus,
},
}[status];
const Icon = cfg.Icon;
return (
<span
className="inline-flex items-center gap-1.5 rounded-sm border px-2 py-0.5 mono text-[10.5px] font-semibold uppercase tracking-[0.14em]"
style={{ color: cfg.fg, backgroundColor: cfg.bg, borderColor: cfg.border }}
>
<Icon className="h-3 w-3" strokeWidth={1.75} aria-hidden />
{cfg.label}
</span>
);
}
/**
* Per-segment status list inside the AckDrawer body (SP21 Phase 5
* Task 5.2). Renders one row per parsed 999 segment, each with the
* segment reference (when present), the parsed status code, and the
* parser's note (when present). An empty list renders a small
* explanatory note so the drawer doesn't look broken on old acks
* without the per-segment slice.
*/
export function SegmentStatusList({ segments }: Props) {
return (
<section
className="flex flex-col gap-3 px-6 py-4"
data-testid="ack-segment-list"
>
<div className="flex items-baseline justify-between gap-3">
<span className="text-[10.5px] font-semibold uppercase tracking-[0.18em] text-muted-foreground">
Segment status
</span>
<span
className="mono text-[10.5px] text-muted-foreground"
data-testid="ack-segment-count"
>
{segments.length} segment{segments.length === 1 ? "" : "s"}
</span>
</div>
{segments.length === 0 ? (
<p
className="text-[12.5px] text-muted-foreground"
data-testid="ack-segment-empty"
>
No per-segment breakdown for this ack the rolled-up accepted
/ rejected counts above are the only signal.
</p>
) : (
<ul className="flex flex-col divide-y divide-border/40 border-y border-border/30">
{segments.map((seg, idx) => (
<li
key={`${seg.reference ?? idx}`}
className="flex items-start gap-3 py-2.5"
data-testid="ack-segment-row"
>
<span
className="mono text-[12px] tabular-nums text-muted-foreground shrink-0"
style={{ minWidth: 32 }}
>
{idx + 1}
</span>
<div className="flex-1 min-w-0">
<div className="flex items-center gap-2 flex-wrap">
<StatusPill status={seg.status} />
{seg.reference ? (
<span className="mono text-[12px] truncate">
{seg.reference}
</span>
) : null}
</div>
{seg.note ? (
<p className="text-[12.5px] text-muted-foreground mt-1 leading-snug">
{seg.note}
</p>
) : null}
</div>
</li>
))}
</ul>
)}
</section>
);
}
+4
View File
@@ -0,0 +1,4 @@
// Barrel export for the AckDrawer module (SP21 Phase 5 Task 5.2).
export { AckDrawer } from "./AckDrawer";
export { SegmentStatusList } from "./SegmentStatusList";
+101 -2
View File
@@ -1,11 +1,15 @@
// @vitest-environment happy-dom // @vitest-environment happy-dom
(globalThis as { IS_REACT_ACT_ENVIRONMENT?: boolean }).IS_REACT_ACT_ENVIRONMENT = true; (globalThis as { IS_REACT_ACT_ENVIRONMENT?: boolean }).IS_REACT_ACT_ENVIRONMENT = true;
import { describe, expect, it } from "vitest"; import { afterEach, describe, expect, it, vi } from "vitest";
import { render, screen } from "@testing-library/react"; import { cleanup, fireEvent, render, screen } from "@testing-library/react";
import { ActivityFeed } from "./ActivityFeed"; import { ActivityFeed } from "./ActivityFeed";
import type { Activity } from "@/types"; import type { Activity } from "@/types";
// happy-dom keeps `document.body` between tests; without cleanup,
// `screen.getByRole("button")` finds buttons from earlier renders.
afterEach(() => cleanup());
const baseActivity: Activity = { const baseActivity: Activity = {
id: "a-1", id: "a-1",
kind: "claim_submitted", kind: "claim_submitted",
@@ -47,4 +51,99 @@ describe("ActivityFeed", () => {
expect(() => render(<ActivityFeed items={[unknown]} />)).not.toThrow(); expect(() => render(<ActivityFeed items={[unknown]} />)).not.toThrow();
expect(screen.getByText("future_kind event arrived")).toBeTruthy(); expect(screen.getByText("future_kind event arrived")).toBeTruthy();
}); });
// -------------------------------------------------------------------
// SP21 Task 2.5: optional `onItemClick` prop makes each row a
// drillable target. Default behavior (no handler) must stay unchanged.
// -------------------------------------------------------------------
it("does not attach row-level click attrs when onItemClick is omitted", () => {
render(<ActivityFeed items={[baseActivity]} />);
const li = screen.getByRole("listitem");
expect(li.getAttribute("role")).not.toBe("button");
expect(li.getAttribute("tabindex")).toBeNull();
expect(li.classList.contains("drillable")).toBe(false);
});
it("attaches role/tabIndex/drillable class when onItemClick is provided", () => {
render(
<ActivityFeed
items={[baseActivity]}
onItemClick={() => {}}
/>,
);
const li = screen.getByRole("button", { name: /View claim submitted/ });
expect(li.tagName).toBe("LI");
expect(li.getAttribute("tabindex")).toBe("0");
expect(li.classList.contains("drillable")).toBe(true);
});
it("calls onItemClick with the event on click", () => {
const onItemClick = vi.fn();
render(
<ActivityFeed
items={[baseActivity]}
onItemClick={onItemClick}
/>,
);
const li = screen.getByRole("button");
fireEvent.click(li);
expect(onItemClick).toHaveBeenCalledTimes(1);
expect(onItemClick).toHaveBeenCalledWith(baseActivity);
});
it("calls onItemClick on Enter keydown", () => {
const onItemClick = vi.fn();
render(
<ActivityFeed
items={[baseActivity]}
onItemClick={onItemClick}
/>,
);
const li = screen.getByRole("button");
fireEvent.keyDown(li, { key: "Enter" });
expect(onItemClick).toHaveBeenCalledTimes(1);
expect(onItemClick).toHaveBeenCalledWith(baseActivity);
});
it("calls onItemClick on Space keydown", () => {
const onItemClick = vi.fn();
render(
<ActivityFeed
items={[baseActivity]}
onItemClick={onItemClick}
/>,
);
fireEvent.keyDown(screen.getByRole("button"), { key: " " });
expect(onItemClick).toHaveBeenCalledTimes(1);
});
it("does not call onItemClick for unrelated keys", () => {
const onItemClick = vi.fn();
render(
<ActivityFeed
items={[baseActivity]}
onItemClick={onItemClick}
/>,
);
fireEvent.keyDown(screen.getByRole("button"), { key: "a" });
expect(onItemClick).not.toHaveBeenCalled();
});
// Regression for the Task 2.4 event-bubbling pattern: clicks on a
// drillable row must not bubble to a parent row click. Without
// stopPropagation a Dashboard parent handler could fire alongside
// the row click and corrupt history.
it("stops click propagation so a parent row handler does not also fire", () => {
const onItemClick = vi.fn();
const parentClick = vi.fn();
render(
<ul onClick={parentClick}>
<ActivityFeed items={[baseActivity]} onItemClick={onItemClick} />
</ul>,
);
fireEvent.click(screen.getByRole("button"));
expect(onItemClick).toHaveBeenCalledTimes(1);
expect(parentClick).not.toHaveBeenCalled();
});
}); });
+43 -4
View File
@@ -1,3 +1,4 @@
import type { KeyboardEvent, MouseEvent } from "react";
import { import {
Banknote, Banknote,
CheckCircle2, CheckCircle2,
@@ -63,9 +64,22 @@ const FALLBACK_KIND: { icon: LucideIcon; tone: string; tint: string } = {
export function ActivityFeed({ export function ActivityFeed({
items, items,
emptyMessage = "No activity yet.", emptyMessage = "No activity yet.",
onItemClick,
}: { }: {
items: Activity[]; items: Activity[];
emptyMessage?: string; emptyMessage?: string;
/**
* Optional click handler for SP21 Universal Drill-Down (Task 2.5).
* When provided, each row becomes a clickable target: the row's
* outer `<li>` gets `role="button"`, `tabIndex`, the `drillable`
* hover affordance (chevron + tint), and an Enter/Space keybinding.
*
* `e.stopPropagation()` is called before invoking the handler so the
* click doesn't bubble to a hypothetical parent row click same
* fix that landed on `DrillableCell` in Task 2.4. When omitted, the
* feed renders exactly as before (no extra DOM, no extra attrs).
*/
onItemClick?: (event: Activity) => void;
}) { }) {
if (items.length === 0) { if (items.length === 0) {
return ( return (
@@ -79,11 +93,36 @@ export function ActivityFeed({
{items.map((a) => { {items.map((a) => {
const cfg = kindConfig[a.kind] ?? FALLBACK_KIND; const cfg = kindConfig[a.kind] ?? FALLBACK_KIND;
const Icon = cfg.icon; const Icon = cfg.icon;
// SP21 Task 2.5: when a click handler is wired, the row
// becomes a keyboard-focusable button-like element with the
// drillable hover affordance. We attach the handler to the
// <li> directly (matching the Dashboard's existing patterns
// for "Top providers" / "Recent denials" rows) so the click
// target covers the full row width including padding.
const rowProps = onItemClick
? {
role: "button" as const,
tabIndex: 0,
"aria-label": `View ${a.kind.replace(/_/g, " ")}: ${a.message}`,
className:
"drillable flex items-start gap-3 py-3 first:pt-0 last:pb-0 rounded-sm focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-ring focus-visible:ring-offset-1",
onClick: (e: MouseEvent<HTMLLIElement>) => {
e.stopPropagation();
onItemClick(a);
},
onKeyDown: (e: KeyboardEvent<HTMLLIElement>) => {
if (e.key === "Enter" || e.key === " ") {
e.preventDefault();
e.stopPropagation();
onItemClick(a);
}
},
}
: {
className: "flex items-start gap-3 py-3 first:pt-0 last:pb-0",
};
return ( return (
<li <li key={a.id} {...rowProps}>
key={a.id}
className="flex items-start gap-3 py-3 first:pt-0 last:pb-0"
>
<div <div
className={cn( className={cn(
"mt-0.5 h-7 w-7 shrink-0 rounded-md ring-1 ring-inset ring-border/40 flex items-center justify-center", "mt-0.5 h-7 w-7 shrink-0 rounded-md ring-1 ring-inset ring-border/40 flex items-center justify-center",
+262 -35
View File
@@ -1,4 +1,11 @@
import { Plus, Minus, Equal, ArrowRight, type LucideIcon } from "lucide-react"; import {
ArrowRight,
Equal,
Minus,
Plus,
type LucideIcon,
} from "lucide-react";
import { useNavigate } from "react-router-dom";
import { Badge } from "@/components/ui/badge"; import { Badge } from "@/components/ui/badge";
import { Skeleton } from "@/components/ui/skeleton"; import { Skeleton } from "@/components/ui/skeleton";
import { import {
@@ -9,19 +16,21 @@ import {
TableHeader, TableHeader,
TableRow, TableRow,
} from "@/components/ui/table"; } from "@/components/ui/table";
import { KpiCard } from "@/components/KpiCard"; import { DrillableCell } from "@/components/drill/DrillableCell";
import { fmt } from "@/lib/format"; import { fmt } from "@/lib/format";
import { cn } from "@/lib/utils"; import { cn } from "@/lib/utils";
import type { import type {
BatchClaimDiffSummary,
BatchDiff, BatchDiff,
BatchDiffChangedRow, BatchDiffChangedRow,
BatchDiffSideMeta, BatchDiffSideMeta,
BatchDiffSummary, BatchDiffSummary,
BatchClaimDiffSummary,
} from "@/types"; } from "@/types";
// --------------------------------------------------------------------------- // ---------------------------------------------------------------------------
// Side meta header — small panel identifying which batch is on the left / right. // Side meta header — small panel identifying which batch is on the
// left / right. Paper-toned to sit inside the cream "paper plane" of
// the BatchDiff page. data-testid pinned by BatchDiff.test.tsx.
// --------------------------------------------------------------------------- // ---------------------------------------------------------------------------
function SideMeta({ function SideMeta({
@@ -39,10 +48,19 @@ function SideMeta({
: "text-amber-300 border-amber-400/30 bg-amber-400/10"; : "text-amber-300 border-amber-400/30 bg-amber-400/10";
return ( return (
<div <div
className="surface rounded-xl p-4 flex flex-col gap-2" className="rounded-xl p-4 flex flex-col gap-2 border"
data-testid={`batch-diff-side-${label.toLowerCase()}`} data-testid={`batch-diff-side-${label.toLowerCase()}`}
style={{
backgroundColor: "hsl(36 22% 98%)",
borderColor: "hsl(30 14% 14% / 0.10)",
boxShadow:
"inset 0 1px 0 0 hsl(0 0% 100% / 0.45), 0 1px 0 0 hsl(30 14% 22% / 0.06)",
}}
>
<div
className="text-[10.5px] font-semibold uppercase tracking-[0.18em]"
style={{ color: "hsl(var(--surface-ink-3))" }}
> >
<div className="text-[10.5px] font-semibold uppercase tracking-[0.18em] text-muted-foreground">
{label} {label}
</div> </div>
<div className="flex items-center gap-2"> <div className="flex items-center gap-2">
@@ -54,12 +72,23 @@ function SideMeta({
> >
{side.kind} {side.kind}
</span> </span>
<span className="display num text-[13px]">{side.id}</span> <span
className="display num text-[13px]"
style={{ color: "hsl(var(--surface-ink))" }}
>
{side.id}
</span>
</div> </div>
<div className="font-mono text-[12px] text-muted-foreground truncate"> <div
className="font-mono text-[12px] truncate"
style={{ color: "hsl(var(--surface-ink-2))" }}
>
{side.inputFilename} {side.inputFilename}
</div> </div>
<div className="flex items-center justify-between text-xs text-muted-foreground"> <div
className="flex items-center justify-between text-xs"
style={{ color: "hsl(var(--surface-ink-3))" }}
>
<span>Parsed {side.parsedAt ? fmt.dateShort(side.parsedAt) : "—"}</span> <span>Parsed {side.parsedAt ? fmt.dateShort(side.parsedAt) : "—"}</span>
<span className="font-mono num"> <span className="font-mono num">
{fmt.num(side.claimCount)} claim{side.claimCount === 1 ? "" : "s"} {fmt.num(side.claimCount)} claim{side.claimCount === 1 ? "" : "s"}
@@ -70,40 +99,125 @@ function SideMeta({
} }
// --------------------------------------------------------------------------- // ---------------------------------------------------------------------------
// Summary cards — the four-count tile row. // Summary cards — the four-count tile row. Paper-toned via
// DiffKpiTile so the counts sit naturally on the cream paper plane.
// --------------------------------------------------------------------------- // ---------------------------------------------------------------------------
function SummaryCards({ summary }: { summary: BatchDiffSummary }) { function SummaryCards({ summary }: { summary: BatchDiffSummary }) {
return ( return (
<div className="grid grid-cols-2 md:grid-cols-4 gap-3" data-testid="batch-diff-summary"> <div
<KpiCard className="grid grid-cols-2 md:grid-cols-4 gap-3"
data-testid="batch-diff-summary"
>
<DiffKpiTile
label="Added in B" label="Added in B"
value={fmt.num(summary.addedCount)} value={fmt.num(summary.addedCount)}
icon={Plus} icon={Plus}
hint="In B, not in A" hint="In B, not in A"
tone="success"
/> />
<KpiCard <DiffKpiTile
label="Removed from A" label="Removed from A"
value={fmt.num(summary.removedCount)} value={fmt.num(summary.removedCount)}
icon={Minus} icon={Minus}
hint="In A, not in B" hint="In A, not in B"
tone="destructive"
/> />
<KpiCard <DiffKpiTile
label="Changed" label="Changed"
value={fmt.num(summary.changedCount)} value={fmt.num(summary.changedCount)}
icon={Equal} icon={Equal}
hint="Deltas in either side" hint="Deltas in either side"
tone="amber"
/> />
<KpiCard <DiffKpiTile
label="Unchanged" label="Unchanged"
value={fmt.num(summary.unchangedCount)} value={fmt.num(summary.unchangedCount)}
icon={Equal} icon={Equal}
hint="Identical across A & B" hint="Identical across A & B"
tone="ink"
/> />
</div> </div>
); );
} }
// ---------------------------------------------------------------------------
// DiffKpiTile — paper-toned metric tile for the diff summary row.
// Mirrors AckKpiTile / BatchesKpiTile from the other hybrid pages.
// ---------------------------------------------------------------------------
function DiffKpiTile({
label,
value,
icon: Icon,
hint,
tone,
}: {
label: string;
value: string;
icon: LucideIcon;
hint: string;
tone: "success" | "destructive" | "amber" | "ink";
}) {
const accentMap = {
success: "hsl(152 64% 38%)",
destructive: "hsl(358 70% 42%)",
amber: "hsl(36 92% 50%)",
ink: "hsl(var(--surface-ink))",
} as const;
const tintMap = {
success: "hsl(152 50% 88%)",
destructive: "hsl(358 70% 92%)",
amber: "hsl(36 82% 92%)",
ink: "hsl(36 22% 90%)",
} as const;
const accent = accentMap[tone];
const tint = tintMap[tone];
return (
<div
className="relative rounded-xl p-4 overflow-hidden border"
title={hint}
style={{
backgroundColor: "hsl(var(--surface))",
boxShadow:
"inset 0 1px 0 0 hsl(0 0% 100% / 0.45), 0 1px 0 0 hsl(30 14% 22% / 0.06), inset 3px 0 0 0 hsl(0 0% 100% / 0.4)",
borderColor: "hsl(30 14% 14% / 0.10)",
}}
>
<div
aria-hidden
className="absolute left-0 top-4 bottom-4 w-[3px] rounded-r-sm"
style={{ backgroundColor: accent, opacity: 0.85 }}
/>
<div className="flex items-center justify-between mb-2">
<div
className="mono text-[10px] uppercase tracking-[0.18em] font-semibold"
style={{ color: "hsl(var(--surface-ink-3))" }}
>
{label}
</div>
<div
className="h-5 w-5 rounded-md flex items-center justify-center"
style={{ backgroundColor: tint, color: accent }}
>
<Icon className="h-3 w-3" strokeWidth={1.75} />
</div>
</div>
<div
className="display tabular-nums tracking-[-0.04em]"
style={{
color: "hsl(var(--surface-ink))",
fontSize: "clamp(26px, 2.8vw, 36px)",
lineHeight: 1,
fontWeight: 400,
}}
>
{value}
</div>
</div>
);
}
// --------------------------------------------------------------------------- // ---------------------------------------------------------------------------
// Row indicator — `+` / `-` / `~` gutter on the left of every row. // Row indicator — `+` / `-` / `~` gutter on the left of every row.
// --------------------------------------------------------------------------- // ---------------------------------------------------------------------------
@@ -151,23 +265,58 @@ function RowIndicator({
// --------------------------------------------------------------------------- // ---------------------------------------------------------------------------
function ClaimIdCell({ id }: { id: string }) { function ClaimIdCell({ id }: { id: string }) {
// SP21 Phase 5 Task 5.6: each claim id is drillable to
// /claims?claim=ID so the operator can jump straight from a
// "Removed from A" or "Changed" row into the ClaimDrawer.
// DrillableCell handles e.stopPropagation internally — important
// if these rows ever get a row-level onClick. For removed claims
// that no longer exist in the DB, the ClaimDrawer's 404 state
// takes over (verified in Phase 2 testing).
const navigate = useNavigate();
return ( return (
<span className="font-mono text-[12px] tracking-tight" data-testid="diff-claim-id"> <DrillableCell
onClick={() =>
navigate(`/claims?claim=${encodeURIComponent(id)}`)
}
ariaLabel={`View claim ${id} in detail`}
>
<span
className="font-mono text-[12px] tracking-tight"
data-testid="diff-claim-id"
>
{id} {id}
</span> </span>
</DrillableCell>
); );
} }
function PatientCell({ name }: { name: string }) { function PatientCell({ name }: { name: string }) {
if (!name) { if (!name) {
return <span className="text-muted-foreground/60 text-[12px]"></span>; return (
<span
className="text-[12px]"
style={{ color: "hsl(var(--surface-ink-3))" }}
>
</span>
);
} }
return <span className="text-[13px]">{name}</span>; return (
<span
className="text-[13px]"
style={{ color: "hsl(var(--surface-ink))" }}
>
{name}
</span>
);
} }
function ChargeCell({ value }: { value: number }) { function ChargeCell({ value }: { value: number }) {
return ( return (
<span className="display num text-[13px] tabular-nums"> <span
className="display num text-[13px] tabular-nums"
style={{ color: "hsl(var(--surface-ink))" }}
>
{fmt.usdPrecise(value)} {fmt.usdPrecise(value)}
</span> </span>
); );
@@ -175,19 +324,44 @@ function ChargeCell({ value }: { value: number }) {
function DateCell({ value }: { value: string | null }) { function DateCell({ value }: { value: string | null }) {
if (!value) { if (!value) {
return <span className="text-muted-foreground/60 text-[12px]"></span>; return (
<span
className="text-[12px]"
style={{ color: "hsl(var(--surface-ink-3))" }}
>
</span>
);
} }
return <span className="num text-[12.5px]">{value}</span>; return (
<span
className="num text-[12.5px]"
style={{ color: "hsl(var(--surface-ink-2))" }}
>
{value}
</span>
);
} }
function StatusCell({ value }: { value: string }) { function StatusCell({ value }: { value: string }) {
if (!value) { if (!value) {
return <span className="text-muted-foreground/60 text-[12px]"></span>; return (
<span
className="text-[12px]"
style={{ color: "hsl(var(--surface-ink-3))" }}
>
</span>
);
} }
return ( return (
<Badge <Badge
variant="outline" variant="outline"
className="font-mono uppercase tracking-wider text-[10px]" className="font-mono uppercase tracking-wider text-[10px]"
style={{
color: "hsl(var(--surface-ink))",
borderColor: "hsl(30 14% 14% / 0.20)",
}}
> >
{value} {value}
</Badge> </Badge>
@@ -196,17 +370,28 @@ function StatusCell({ value }: { value: string }) {
function CptCell({ codes }: { codes: string[] }) { function CptCell({ codes }: { codes: string[] }) {
if (!codes || codes.length === 0) { if (!codes || codes.length === 0) {
return <span className="text-muted-foreground/60 text-[12px]"></span>; return (
<span
className="text-[12px]"
style={{ color: "hsl(var(--surface-ink-3))" }}
>
</span>
);
} }
return ( return (
<span className="font-mono text-[11.5px] tracking-tight"> <span
className="font-mono text-[11.5px] tracking-tight"
style={{ color: "hsl(var(--surface-ink-2))" }}
>
{codes.join(", ")} {codes.join(", ")}
</span> </span>
); );
} }
// --------------------------------------------------------------------------- // ---------------------------------------------------------------------------
// Section tables — one per bucket (added / removed / changed). // Section tables — one per bucket (added / removed / changed). Uses
// `tone="paper"` so the table chrome matches the cream paper plane.
// --------------------------------------------------------------------------- // ---------------------------------------------------------------------------
type Side = "a" | "b"; type Side = "a" | "b";
@@ -386,25 +571,53 @@ function SectionTable({
<section className="space-y-3" data-testid={testid}> <section className="space-y-3" data-testid={testid}>
<header className="flex items-baseline justify-between"> <header className="flex items-baseline justify-between">
<div> <div>
<div className="text-[10.5px] font-semibold uppercase tracking-[0.18em] text-muted-foreground mb-0.5"> <div
className="text-[10.5px] font-semibold uppercase tracking-[0.18em] mb-0.5"
style={{ color: "hsl(var(--surface-ink-3))" }}
>
{eyebrow} {eyebrow}
</div> </div>
<h2 className="text-[15px] font-semibold tracking-tight">{title}</h2> <h3
className="display leading-[0.98] tracking-[-0.03em]"
style={{
color: "hsl(var(--surface-ink))",
fontSize: "clamp(20px, 2.2vw, 26px)",
fontWeight: 400,
}}
>
{title}
</h3>
</div> </div>
<span className="font-mono num text-[12.5px] text-muted-foreground"> <span
className="font-mono num text-[12.5px]"
style={{ color: "hsl(var(--surface-ink-3))" }}
>
{fmt.num(count)} {fmt.num(count)}
</span> </span>
</header> </header>
{count === 0 ? ( {count === 0 ? (
<div <div
className="surface rounded-xl border border-dashed border-border/60 p-6 text-center text-[12.5px] text-muted-foreground" className="rounded-xl border p-6 text-center text-[12.5px]"
data-testid={`${testid}-empty`} data-testid={`${testid}-empty`}
style={{
borderColor: "hsl(30 14% 14% / 0.16)",
borderStyle: "dashed",
backgroundColor: "hsl(36 22% 96%)",
color: "hsl(var(--surface-ink-3))",
}}
> >
{emptyMessage} {emptyMessage}
</div> </div>
) : ( ) : (
<div className="surface rounded-xl overflow-hidden"> <div
<Table> className="rounded-xl border overflow-hidden"
style={{
borderColor: "hsl(30 14% 14% / 0.10)",
backgroundColor: "hsl(36 22% 98%)",
boxShadow: "inset 0 1px 0 0 hsl(0 0% 100% / 0.5)",
}}
>
<Table tone="paper">
<TableHeader> <TableHeader>
<TableRow> <TableRow>
<TableHead className="w-10" aria-label="Diff indicator" /> <TableHead className="w-10" aria-label="Diff indicator" />
@@ -425,7 +638,8 @@ function SectionTable({
} }
// --------------------------------------------------------------------------- // ---------------------------------------------------------------------------
// Skeleton — used by the page while the diff is loading. // Skeleton — used by the page while the diff is loading. Paper-toned
// (cream blocks) to match the paper plane chrome.
// --------------------------------------------------------------------------- // ---------------------------------------------------------------------------
export function BatchDiffViewSkeleton() { export function BatchDiffViewSkeleton() {
@@ -462,11 +676,24 @@ export function BatchDiffEmpty({ data }: { data: BatchDiff }) {
<SideMeta side={data.b} label="B (right)" /> <SideMeta side={data.b} label="B (right)" />
</div> </div>
<SummaryCards summary={data.summary} /> <SummaryCards summary={data.summary} />
<div className="surface rounded-xl border border-dashed border-border/60 p-10 text-center"> <div
<div className="text-[10.5px] font-semibold uppercase tracking-[0.18em] text-muted-foreground mb-1.5"> className="rounded-xl border p-10 text-center"
style={{
borderColor: "hsl(30 14% 14% / 0.16)",
borderStyle: "dashed",
backgroundColor: "hsl(36 22% 96%)",
}}
>
<div
className="text-[10.5px] font-semibold uppercase tracking-[0.18em] mb-1.5"
style={{ color: "hsl(var(--surface-ink-3))" }}
>
Diff · no deltas Diff · no deltas
</div> </div>
<div className="text-[13.5px] text-muted-foreground"> <div
className="text-[13.5px]"
style={{ color: "hsl(var(--surface-ink-2))" }}
>
These two batches are identical no claims added, removed, or These two batches are identical no claims added, removed, or
changed between A and B. changed between A and B.
</div> </div>
+63 -10
View File
@@ -20,6 +20,11 @@ import type { BatchSummary } from "@/lib/api";
* *
* Voice mirrors `AckCodeBadge` in `src/pages/Acks.tsx` (uppercase, * Voice mirrors `AckCodeBadge` in `src/pages/Acks.tsx` (uppercase,
* wide tracking, hairline border, low-opacity fill). * wide tracking, hairline border, low-opacity fill).
*
* The literal class names `text-sky-300` and `text-amber-300` are
* pinned by `Batches.test.tsx` as a contract the test asserts the
* badge's text color is one of these two strings. Don't replace them
* with arbitrary HSL values or the test will fail.
*/ */
function KindBadge({ kind }: { kind: BatchSummary["kind"] }) { function KindBadge({ kind }: { kind: BatchSummary["kind"] }) {
const color = const color =
@@ -42,7 +47,8 @@ function KindBadge({ kind }: { kind: BatchSummary["kind"] }) {
/** /**
* Skeleton rows for the batches table. Mirrors the row count used in * Skeleton rows for the batches table. Mirrors the row count used in
* `Acks.tsx` (5 placeholders) so the loading density matches the rest * `Acks.tsx` (5 placeholders) so the loading density matches the rest
* of the app. * of the app. `data-testid="batches-skeleton"` is pinned by
* `Batches.test.tsx`.
*/ */
export function BatchesListSkeleton() { export function BatchesListSkeleton() {
return ( return (
@@ -63,6 +69,13 @@ type BatchesListProps = {
*/ */
openId: string | null; openId: string | null;
onOpen: (id: string) => void; onOpen: (id: string) => void;
/**
* When `paper`, the table sits inside a cream "paper plane" section
* and uses the paper-toned color scheme: warm hover, hairline border
* in surface-line, surface-ink text. When `dark` (default), the
* original dark-mode chrome is used.
*/
tone?: "dark" | "paper";
}; };
/** /**
@@ -71,15 +84,26 @@ type BatchesListProps = {
* so the numbers tick up from 0 on first render (gives the page a * so the numbers tick up from 0 on first render (gives the page a
* little life on load; consistent with the Dashboard KPI cards). * little life on load; consistent with the Dashboard KPI cards).
*/ */
export function BatchesList({ items, openId, onOpen }: BatchesListProps) { export function BatchesList({
items,
openId,
onOpen,
tone = "dark",
}: BatchesListProps) {
const isPaper = tone === "paper";
return ( return (
<Table data-testid="batches-table"> <Table data-testid="batches-table" tone={tone}>
<TableHeader> <TableHeader>
<TableRow> <TableRow>
<TableHead>Kind</TableHead> <TableHead>Kind</TableHead>
<TableHead>Batch</TableHead> <TableHead>Batch</TableHead>
<TableHead>Input file</TableHead> <TableHead>Input file</TableHead>
<TableHead className="text-right">Claims</TableHead> <TableHead
className="text-right"
style={isPaper ? { color: "hsl(var(--surface-ink-2))" } : undefined}
>
Claims
</TableHead>
<TableHead>Parsed</TableHead> <TableHead>Parsed</TableHead>
<TableHead className="w-6" aria-label="Open" /> <TableHead className="w-6" aria-label="Open" />
</TableRow> </TableRow>
@@ -93,28 +117,57 @@ export function BatchesList({ items, openId, onOpen }: BatchesListProps) {
data-open={openId === b.id ? "true" : undefined} data-open={openId === b.id ? "true" : undefined}
className={cn( className={cn(
"animate-row-flash cursor-pointer", "animate-row-flash cursor-pointer",
openId === b.id && "bg-muted/40", isPaper && openId === b.id &&
"!bg-[hsl(212_85%_95%)] ring-1 ring-inset ring-[hsl(212_100%_45%_/_0.30)]",
!isPaper && openId === b.id && "bg-muted/40",
)} )}
> >
<TableCell> <TableCell>
<KindBadge kind={b.kind} /> <KindBadge kind={b.kind} />
</TableCell> </TableCell>
<TableCell className="display num text-[13px]"> <TableCell
className="display num text-[13px]"
style={isPaper ? { color: "hsl(var(--surface-ink))" } : undefined}
>
{b.id} {b.id}
</TableCell> </TableCell>
<TableCell className="font-mono text-[12px] text-muted-foreground truncate max-w-[280px]"> <TableCell
className={cn(
"font-mono text-[12px] truncate max-w-[280px]",
isPaper
? "text-[hsl(var(--surface-ink-2))]"
: "text-muted-foreground",
)}
>
{b.inputFilename} {b.inputFilename}
</TableCell> </TableCell>
<TableCell className="text-right display num text-[13px]"> <TableCell
className="text-right display num text-[13px]"
style={isPaper ? { color: "hsl(var(--surface-ink))" } : undefined}
>
<AnimatedNumber <AnimatedNumber
value={b.claimCount} value={b.claimCount}
format={(n) => fmt.num(Math.round(n))} format={(n) => fmt.num(Math.round(n))}
/> />
</TableCell> </TableCell>
<TableCell className="text-muted-foreground num text-[12.5px]"> <TableCell
className={cn(
"num text-[12.5px]",
isPaper
? "text-[hsl(var(--surface-ink-3))]"
: "text-muted-foreground",
)}
>
{b.parsedAt ? fmt.dateShort(b.parsedAt) : "—"} {b.parsedAt ? fmt.dateShort(b.parsedAt) : "—"}
</TableCell> </TableCell>
<TableCell className="text-muted-foreground text-right"> <TableCell
className={cn(
"text-right",
isPaper
? "text-[hsl(var(--surface-ink-3))]"
: "text-muted-foreground",
)}
>
<span aria-hidden></span> <span aria-hidden></span>
</TableCell> </TableCell>
</TableRow> </TableRow>
@@ -9,6 +9,7 @@ import { createRoot, type Root } from "react-dom/client";
import { describe, expect, it, vi, beforeEach, afterEach } from "vitest"; import { describe, expect, it, vi, beforeEach, afterEach } from "vitest";
import { QueryClient, QueryClientProvider } from "@tanstack/react-query"; import { QueryClient, QueryClientProvider } from "@tanstack/react-query";
import { ClaimDrawer } from "./ClaimDrawer"; import { ClaimDrawer } from "./ClaimDrawer";
import { DrillStackProvider } from "@/components/drill/DrillStackProvider";
import { api, ApiError } from "@/lib/api"; import { api, ApiError } from "@/lib/api";
import type { ClaimDetail } from "@/types"; import type { ClaimDetail } from "@/types";
@@ -162,14 +163,22 @@ function renderDrawer(
React.createElement( React.createElement(
QueryClientProvider, QueryClientProvider,
{ client: qc }, { client: qc },
// SP21 Phase 5 Task 5.8: PartiesGrid (mounted by ClaimDrawer)
// calls useDrillStack(). Wrap the drawer in DrillStackProvider
// so the hook has a context. (The provider is also mounted at
// the App root in production.)
React.createElement(
DrillStackProvider,
null,
React.createElement(ClaimDrawer, { React.createElement(ClaimDrawer, {
claimId: props.claimId, claimId: props.claimId,
claims, claims,
onClose, onClose,
onNavigate, onNavigate,
onToggleHelp, onToggleHelp,
}) }),
) ),
),
); );
}); });
@@ -131,14 +131,17 @@ describe("ClaimDrawerHeader", () => {
it("test_renders_claim_id_label_and_value", () => { it("test_renders_claim_id_label_and_value", () => {
const { container, unmount } = renderHeader({ id: "CLM-42" }); const { container, unmount } = renderHeader({ id: "CLM-42" });
// The eyebrow label "Claim" is rendered as uppercase text. // The eyebrow label "Claim" is rendered as uppercase text by
// DrillDrawerHeader.
const text = (container.textContent ?? "").toLowerCase(); const text = (container.textContent ?? "").toLowerCase();
expect(text).toContain("claim"); expect(text).toContain("claim");
// The claim id sits in a node tagged with data-testid="header-id". // SP21 Phase 5 Task 5.10: the claim id is now the title passed
const idEl = container.querySelector('[data-testid="header-id"]'); // to DrillDrawerHeader, which renders it inside an <h2>. Find
expect(idEl).not.toBeNull(); // the h2 and assert its text matches the claim id.
expect(idEl?.textContent).toBe("CLM-42"); const titleEl = container.querySelector("h2");
expect(titleEl).not.toBeNull();
expect(titleEl?.textContent).toBe("CLM-42");
unmount(); unmount();
}); });
@@ -212,8 +215,11 @@ describe("ClaimDrawerHeader", () => {
const onClose = vi.fn(); const onClose = vi.fn();
const { container, unmount } = renderHeader({}, onClose); const { container, unmount } = renderHeader({}, onClose);
// SP21 Phase 5 Task 5.10: the close button is now rendered by
// DrillDrawerHeader (no `data-testid`); find it via its
// accessible name instead.
const closeBtn = container.querySelector( const closeBtn = container.querySelector(
'[data-testid="header-close"]' 'button[aria-label="Close drawer"]'
) as HTMLButtonElement | null; ) as HTMLButtonElement | null;
expect(closeBtn).not.toBeNull(); expect(closeBtn).not.toBeNull();
expect(onClose).not.toHaveBeenCalled(); expect(onClose).not.toHaveBeenCalled();
@@ -226,18 +232,25 @@ describe("ClaimDrawerHeader", () => {
unmount(); unmount();
}); });
it("test_uses_modern_palette_surface", () => { it("test_uses_shared_drilldrawerheader_shell", () => {
// The drawer header anchors itself on the light surface palette // SP21 Phase 5 Task 5.10: the header is now a thin wrapper
// token (matches ClaimDrawerSkeleton / ClaimDrawerError). The root // around DrillDrawerHeader — verify the wrapper is present and
// <header> element is tagged with data-testid="claim-drawer-header" // that the underlying shell is the shared one (an h2 with the
// so we can sniff its className without coupling to the badge // expected Tailwind treatment). The "Claim" eyebrow + claim id
// or close-button wrappers. // title prove the shell rendered.
const { container, unmount } = renderHeader({}); const { container, unmount } = renderHeader({ id: "CLM-42" });
const root = container.querySelector('[data-testid="claim-drawer-header"]'); const root = container.querySelector('[data-testid="claim-drawer-header"]');
expect(root).not.toBeNull(); expect(root).not.toBeNull();
const cls = root?.className ?? "";
expect(cls).toContain("bg-[color:var(--m-surface)]"); // The h2 is DrillDrawerHeader's title slot.
const titleEl = root?.querySelector("h2");
expect(titleEl).not.toBeNull();
expect(titleEl?.textContent).toBe("CLM-42");
// The className pattern DrillDrawerHeader uses for the title.
const cls = titleEl?.className ?? "";
expect(cls).toContain("text-[18px]");
expect(cls).toContain("font-semibold");
unmount(); unmount();
}); });
@@ -1,11 +1,11 @@
import { useState } from "react"; import { useState } from "react";
import { Download, X } from "lucide-react"; import { Download } from "lucide-react";
import { Badge, type BadgeProps } from "@/components/ui/badge"; import { Badge, type BadgeProps } from "@/components/ui/badge";
import { Button } from "@/components/ui/button"; import { Button } from "@/components/ui/button";
import { DrillDrawerHeader } from "@/components/drill/DrillDrawerHeader";
import { api } from "@/lib/api"; import { api } from "@/lib/api";
import { downloadTextFile } from "@/lib/download"; import { downloadTextFile } from "@/lib/download";
import { fmt } from "@/lib/format"; import { fmt } from "@/lib/format";
import { cn } from "@/lib/utils";
import type { ClaimDetail } from "@/types"; import type { ClaimDetail } from "@/types";
type ClaimDrawerHeaderProps = { type ClaimDrawerHeaderProps = {
@@ -47,12 +47,19 @@ function badgeVariantFor(state: string): BadgeProps["variant"] {
} }
/** /**
* Header band for the claim detail drawer (SP4). * Header band for the claim detail drawer (SP4 refactored SP21
* Phase 5 Task 5.10).
* *
* Top-left: instrument-style "Claim" eyebrow + large mono ID. * The shell is now the shared `DrillDrawerHeader` (same as
* Top-right: state badge + total billed amount + close button. The * `ProviderDrawer` / `AckDrawer`) eyebrow + title on the left,
* badge color encodes state so the user can read the drawer's status * close button on the right. The right-side `action` slot carries
* at a glance without scrolling. * the state badge, total billed amount, and the "Download 837"
* button, all of which used to live in a custom <header> block.
*
* Top-left: instrument-style "Claim" eyebrow + the claim ID.
* Top-right: state badge + total billed amount + download button.
* The badge color encodes state so the user can read the drawer's
* status at a glance without scrolling.
*/ */
export function ClaimDrawerHeader({ export function ClaimDrawerHeader({
claim, claim,
@@ -80,31 +87,12 @@ export function ClaimDrawerHeader({
} }
} }
return ( // The action slot is rendered by DrillDrawerHeader to the left of
<header // the close button. Group the three action pieces (badge, amount,
className={cn( // download) in a single flex row so they read as a unit.
"flex items-start justify-between gap-4 px-6 py-5", const action = (
"border-b border-[color:var(--m-border-heavy)]/40", <div className="flex items-center gap-2" data-testid="claim-header-actions">
"bg-[color:var(--m-surface)]" <div className="flex items-center gap-2">
)}
data-testid="claim-drawer-header"
>
{/* Left: eyebrow + mono claim ID */}
<div className="flex flex-col gap-1 min-w-0">
<span className="eyebrow text-[color:var(--m-ink-tertiary)]">
Claim
</span>
<span
data-testid="header-id"
className="mono text-2xl font-semibold tracking-tight text-[color:var(--m-ink-primary)]"
>
{claim.id}
</span>
</div>
{/* Right: state badge + total amount + download + close */}
<div className="flex items-start gap-2">
<div className="flex flex-col items-end gap-1">
<Badge <Badge
variant={badgeVariantFor(claim.state)} variant={badgeVariantFor(claim.state)}
data-testid="header-state" data-testid="header-state"
@@ -114,7 +102,7 @@ export function ClaimDrawerHeader({
</Badge> </Badge>
<span <span
data-testid="header-amount" data-testid="header-amount"
className="mono text-lg tabular-nums text-[color:var(--m-ink-primary)]" className="mono text-sm tabular-nums text-muted-foreground"
> >
{fmt.usdPrecise(claim.billedAmount)} {fmt.usdPrecise(claim.billedAmount)}
</span> </span>
@@ -130,16 +118,17 @@ export function ClaimDrawerHeader({
> >
<Download className="h-4 w-4" strokeWidth={1.75} /> <Download className="h-4 w-4" strokeWidth={1.75} />
</Button> </Button>
<Button
variant="ghost"
size="icon"
onClick={onClose}
aria-label="Close drawer"
data-testid="header-close"
>
<X className="h-4 w-4" strokeWidth={1.75} />
</Button>
</div> </div>
);
return (
<header data-testid="claim-drawer-header">
<DrillDrawerHeader
eyebrow="Claim"
title={claim.id}
onClose={onClose}
action={action}
/>
</header> </header>
); );
} }
+123 -2
View File
@@ -6,13 +6,23 @@
import React, { act } from "react"; import React, { act } from "react";
import { createRoot, type Root } from "react-dom/client"; import { createRoot, type Root } from "react-dom/client";
import { describe, expect, it } from "vitest"; import { describe, expect, it, vi, beforeEach } from "vitest";
import { PartiesGrid } from "./PartiesGrid"; import { PartiesGrid } from "./PartiesGrid";
import { DrillStackProvider } from "@/components/drill/DrillStackProvider";
import type { import type {
ClaimDetailAddress, ClaimDetailAddress,
ClaimDetailParties, ClaimDetailParties,
} from "@/types"; } from "@/types";
// Mock the api module so PayerPeekContent's usePayerSummary call
// doesn't make a real network request. The spy is set per-test in
// beforeEach.
vi.mock("@/hooks/usePayerSummary", () => ({
usePayerSummary: vi.fn(),
}));
import { usePayerSummary } from "@/hooks/usePayerSummary";
function renderIntoContainer(element: React.ReactElement): { function renderIntoContainer(element: React.ReactElement): {
container: HTMLDivElement; container: HTMLDivElement;
unmount: () => void; unmount: () => void;
@@ -20,8 +30,11 @@ function renderIntoContainer(element: React.ReactElement): {
const container = document.createElement("div"); const container = document.createElement("div");
document.body.appendChild(container); document.body.appendChild(container);
const root: Root = createRoot(container); const root: Root = createRoot(container);
// SP21 Phase 5 Task 5.8: PartiesGrid now uses useDrillStack() to
// open payer peeks. Wrap every render in a DrillStackProvider so
// the hook has a context to read from.
act(() => { act(() => {
root.render(element); root.render(<DrillStackProvider>{element}</DrillStackProvider>);
}); });
return { return {
container, container,
@@ -279,4 +292,112 @@ describe("PartiesGrid", () => {
unmount(); unmount();
}); });
it("SP21 Task 5.8: payer name is drillable (renders as a button)", () => {
// The payer card's name now wraps in a button with the
// `drillable` affordance + `data-testid="party-payer-name-drill"`.
// The other two cards (billing-provider, subscriber) keep the
// name as a plain div.
const { container, unmount } = renderIntoContainer(
<PartiesGrid parties={makeParties()} />
);
const payerNameBtn = container.querySelector(
'[data-testid="party-payer-name-drill"]',
);
expect(payerNameBtn).not.toBeNull();
expect(payerNameBtn?.textContent).toContain("Aetna");
// The billing-provider and subscriber names stay plain divs.
expect(
container.querySelector(
'[data-testid="party-billing-provider-name-drill"]',
),
).toBeNull();
expect(
container.querySelector(
'[data-testid="party-subscriber-name-drill"]',
),
).toBeNull();
unmount();
});
it("SP21 Task 5.8: clicking the payer name opens the PeekModal", async () => {
// Mock the payer summary fetch so PayerPeekContent resolves
// without a real network call. The peek modal renders
// regardless of fetch state (loading skeleton → content).
(usePayerSummary as unknown as ReturnType<typeof vi.fn>).mockReturnValue({
data: null,
isLoading: true,
});
const { container, unmount } = renderIntoContainer(
<PartiesGrid parties={makeParties()} />
);
const payerNameBtn = container.querySelector(
'[data-testid="party-payer-name-drill"]',
) as HTMLButtonElement | null;
expect(payerNameBtn).not.toBeNull();
await act(async () => {
payerNameBtn!.click();
await Promise.resolve();
});
// The PeekModal is a Radix Dialog that portals into document.body.
// Look for the [role="dialog"] (modal) with our eyebrow "Payer".
const dialogs = document.body.querySelectorAll('[role="dialog"]');
// One dialog is the modal itself (the peek). PartiesGrid doesn't
// open a drawer, so we expect exactly one.
expect(dialogs.length).toBeGreaterThanOrEqual(1);
const peekDialog = Array.from(dialogs).find((d) =>
d.textContent?.includes("Payer"),
);
expect(peekDialog).not.toBeNull();
expect(peekDialog?.textContent).toContain("Aetna");
unmount();
});
it("SP21 Task 5.8: peek uses the X12 payer id, not the human name", () => {
// The PayerPeekContent is given the X12 payer id from
// `payer.id`. Verify the click flow passes the right id by
// checking usePayerSummary was called with "PAYER01".
const mockUsePayerSummary = vi.fn().mockReturnValue({
data: null,
isLoading: true,
});
(usePayerSummary as unknown as ReturnType<typeof vi.fn>).mockImplementation(
mockUsePayerSummary,
);
const { container, unmount } = renderIntoContainer(
<PartiesGrid parties={makeParties()} />
);
// No peek yet → no usePayerSummary call.
expect(mockUsePayerSummary).not.toHaveBeenCalled();
const payerNameBtn = container.querySelector(
'[data-testid="party-payer-name-drill"]',
) as HTMLButtonElement | null;
act(() => {
payerNameBtn!.click();
});
// After the click, PayerPeekContent mounts and calls
// usePayerSummary("PAYER01") — NOT the human name "Aetna".
expect(mockUsePayerSummary).toHaveBeenCalledWith("PAYER01");
unmount();
});
});
beforeEach(() => {
// Reset the mock between tests so per-test implementations stick.
(usePayerSummary as unknown as ReturnType<typeof vi.fn>).mockReturnValue({
data: null,
isLoading: true,
});
}); });
@@ -1,4 +1,7 @@
import type { ClaimDetail, ClaimDetailAddress } from "@/types"; import type { ClaimDetail, ClaimDetailAddress } from "@/types";
import { useDrillStack } from "@/components/drill/DrillStackProvider";
import { PeekModal } from "@/components/drill/PeekModal";
import { PayerPeekContent } from "@/components/drill/PayerPeekContent";
type PartiesGridProps = { type PartiesGridProps = {
parties: ClaimDetail["parties"]; parties: ClaimDetail["parties"];
@@ -48,12 +51,14 @@ function PartyCard({
name, name,
identity, identity,
address, address,
onNameClick,
}: { }: {
testId: string; testId: string;
label: string; label: string;
name: string; name: string;
identity: React.ReactNode; identity: React.ReactNode;
address?: AddressLike; address?: AddressLike;
onNameClick?: () => void;
}) { }) {
return ( return (
<div <div
@@ -63,9 +68,21 @@ function PartyCard({
<span className="eyebrow text-[color:var(--m-ink-tertiary)]"> <span className="eyebrow text-[color:var(--m-ink-tertiary)]">
{label} {label}
</span> </span>
{onNameClick ? (
<button
type="button"
onClick={onNameClick}
data-testid={`${testId}-name-drill`}
aria-label={`Drill into ${label.toLowerCase()} ${name}`}
className="display text-lg text-[color:var(--m-ink-primary)] text-left cursor-pointer drillable rounded-sm px-0 -mx-0"
>
{name}
</button>
) : (
<div className="display text-lg text-[color:var(--m-ink-primary)]"> <div className="display text-lg text-[color:var(--m-ink-primary)]">
{name} {name}
</div> </div>
)}
<div <div
className="mono text-[12.5px] text-[color:var(--m-ink-secondary)] tabular-nums" className="mono text-[12.5px] text-[color:var(--m-ink-secondary)] tabular-nums"
> >
@@ -88,6 +105,13 @@ function PartyCard({
*/ */
export function PartiesGrid({ parties }: PartiesGridProps) { export function PartiesGrid({ parties }: PartiesGridProps) {
const { billingProvider, subscriber, payer } = parties; const { billingProvider, subscriber, payer } = parties;
// SP21 Phase 5 Task 5.8: payer name opens a PeekModal on top of
// the drawer — the peek stack (DrillStackProvider) holds at most
// one peek at a time, so opening payer-peek replaces any earlier
// peek. The X12 payer id (`payer.id`) is what the peek endpoint
// expects, NOT the human name.
const { stack, openPeek, closeTop } = useDrillStack();
const topPeek = stack[stack.length - 1];
return ( return (
<section <section
@@ -142,8 +166,31 @@ export function PartiesGrid({ parties }: PartiesGridProps) {
<div>ID {payer.id}</div> <div>ID {payer.id}</div>
</> </>
} }
// SP21 Phase 5 Task 5.8: payer name is drillable. Clicking
// pushes a payer peek onto the drill stack; the PeekModal
// at the bottom of this section renders when the top of
// the stack is "payer". The payer id used here is the X12
// payer_id (e.g. "SKCO0") — verified in ClaimDetailPayer
// type — which is what usePayerSummary expects.
onNameClick={() => openPeek({ kind: "payer", payerId: payer.id })}
/> />
</div> </div>
{/* SP21 Phase 5 Task 5.8: payer peek. Mounted at the bottom
of PartiesGrid so the peek sits on top of the drawer (Radix
Dialog portals). Closing the peek pops the stack. Only one
peek renders at a time (the stack caps at 1) when the
user opens a payer peek, any earlier peek is replaced. */}
{topPeek?.kind === "payer" ? (
<PeekModal
open
onClose={closeTop}
eyebrow="Payer"
title={payer.name}
>
<PayerPeekContent payerId={topPeek.payerId} />
</PeekModal>
) : null}
</section> </section>
); );
} }
@@ -6,8 +6,9 @@
import React, { act } from "react"; import React, { act } from "react";
import { createRoot, type Root } from "react-dom/client"; import { createRoot, type Root } from "react-dom/client";
import { describe, expect, it } from "vitest"; import { describe, expect, it, beforeEach } from "vitest";
import { ValidationPanel } from "./ValidationPanel"; import { ValidationPanel } from "./ValidationPanel";
import { DrillStackProvider } from "@/components/drill/DrillStackProvider";
import type { ClaimDetailValidation, ClaimDetailValidationIssue } from "@/types"; import type { ClaimDetailValidation, ClaimDetailValidationIssue } from "@/types";
function renderIntoContainer(element: React.ReactElement): { function renderIntoContainer(element: React.ReactElement): {
@@ -17,8 +18,11 @@ function renderIntoContainer(element: React.ReactElement): {
const container = document.createElement("div"); const container = document.createElement("div");
document.body.appendChild(container); document.body.appendChild(container);
const root: Root = createRoot(container); const root: Root = createRoot(container);
// SP21 Phase 5 Task 5.9: ValidationPanel now uses useDrillStack()
// to open validation-rule peeks. Wrap every render in a
// DrillStackProvider so the hook has a context to read from.
act(() => { act(() => {
root.render(element); root.render(<DrillStackProvider>{element}</DrillStackProvider>);
}); });
return { return {
container, container,
@@ -244,4 +248,129 @@ describe("ValidationPanel", () => {
unmount(); unmount();
}); });
it("SP21 Task 5.9: rule code is drillable (renders as a button)", () => {
// The rule code in each IssueGroup now wraps in a button with
// data-testid="...-rule-drill". The other rule codes also drill
// the same way.
const { container, unmount } = renderIntoContainer(
<ValidationPanel
validation={makeValidation({
passed: false,
errors: [
makeIssue({ rule: "R050_diagnosis_present" }),
],
warnings: [
makeIssue({
rule: "R200_units_recommended",
severity: "warning",
}),
],
})}
/>
);
const errorRuleDrill = container.querySelector(
'[data-testid="validation-errors-rule-drill"]',
);
const warningRuleDrill = container.querySelector(
'[data-testid="validation-warnings-rule-drill"]',
);
expect(errorRuleDrill).not.toBeNull();
expect(errorRuleDrill?.tagName).toBe("BUTTON");
expect(errorRuleDrill?.textContent).toContain("R050_diagnosis_present");
expect(warningRuleDrill).not.toBeNull();
expect(warningRuleDrill?.tagName).toBe("BUTTON");
expect(warningRuleDrill?.textContent).toContain("R200_units_recommended");
unmount();
});
it("SP21 Task 5.9: clicking the rule code opens the PeekModal", async () => {
// Clicking the rule code in the errors sub-section pushes a
// `{ kind: "rule", rule }` peek onto the drill stack. The peek
// is a Radix Dialog portal with the eyebrow "Validation rule"
// and the rule code as the title.
const { container, unmount } = renderIntoContainer(
<ValidationPanel
validation={makeValidation({
passed: false,
errors: [
makeIssue({ rule: "R050_diagnosis_present" }),
],
})}
/>
);
const ruleBtn = container.querySelector(
'[data-testid="validation-errors-rule-drill"]',
) as HTMLButtonElement | null;
expect(ruleBtn).not.toBeNull();
await act(async () => {
ruleBtn!.click();
await Promise.resolve();
});
// The PeekModal portals to document.body as a Radix dialog. Find
// the dialog with the "Validation rule" eyebrow.
const dialogs = document.body.querySelectorAll('[role="dialog"]');
const peekDialog = Array.from(dialogs).find((d) =>
d.textContent?.includes("Validation rule"),
);
expect(peekDialog).not.toBeNull();
// Title is the rule code.
expect(peekDialog?.textContent).toContain("R050_diagnosis_present");
// Body includes the catalog description for R050.
expect(peekDialog?.textContent).toContain("Diagnosis pointer present");
unmount();
});
it("SP21 Task 5.9: unknown rule still opens the peek (fallback note)", async () => {
// Rules not in the catalog still open the peek — operators
// should be able to correlate unknown rule codes to whatever
// they were just looking at. The peek shows an "Unknown rule"
// note instead of the catalog text.
const { container, unmount } = renderIntoContainer(
<ValidationPanel
validation={makeValidation({
passed: false,
errors: [
makeIssue({ rule: "R999_totally_made_up" }),
],
})}
/>
);
const ruleBtn = container.querySelector(
'[data-testid="validation-errors-rule-drill"]',
) as HTMLButtonElement | null;
expect(ruleBtn).not.toBeNull();
await act(async () => {
ruleBtn!.click();
await Promise.resolve();
});
const dialogs = document.body.querySelectorAll('[role="dialog"]');
const peekDialog = Array.from(dialogs).find((d) =>
d.textContent?.includes("Validation rule"),
);
expect(peekDialog).not.toBeNull();
expect(peekDialog?.textContent).toContain("R999_totally_made_up");
expect(peekDialog?.textContent).toContain("Unknown rule");
unmount();
});
});
beforeEach(() => {
// The PeekModal portals to document.body as a Radix dialog. Wipe
// any leftover dialogs between tests so the "find dialog by
// eyebrow" assertions in the rule-drill tests don't see stale
// portals from a prior test.
document.body.querySelectorAll('[role="dialog"]').forEach((d) => d.remove());
}); });
+39 -3
View File
@@ -1,4 +1,7 @@
import { AlertCircle, AlertTriangle, CheckCircle2 } from "lucide-react"; import { AlertCircle, AlertTriangle, CheckCircle2 } from "lucide-react";
import { useDrillStack } from "@/components/drill/DrillStackProvider";
import { PeekModal } from "@/components/drill/PeekModal";
import { ValidationRulePeekContent } from "@/components/drill/ValidationRulePeekContent";
import type { ClaimDetail } from "@/types"; import type { ClaimDetail } from "@/types";
type ValidationPanelProps = { type ValidationPanelProps = {
@@ -28,6 +31,13 @@ function groupByRule(issues: IssueList): Array<[string, IssueList]> {
/** /**
* One rule-group block: header with rule code + count chip, followed by * One rule-group block: header with rule code + count chip, followed by
* the list of messages underneath. * the list of messages underneath.
*
* SP21 Phase 5 Task 5.9: the rule code is now drillable clicking it
* opens the validation-rule peek on top of the drawer (via the drill
* stack). The peek renders ValidationRulePeekContent for the rule
* code, falling back to a "unknown rule" note when the catalog has
* no entry. Unknown rules still render the peek so operators can
* correlate the code to whatever they were just looking at.
*/ */
function IssueGroup({ function IssueGroup({
rule, rule,
@@ -43,15 +53,20 @@ function IssueGroup({
testId === "validation-errors" testId === "validation-errors"
? "text-[color:var(--m-error)]" ? "text-[color:var(--m-error)]"
: "text-[color:var(--m-warning)]"; : "text-[color:var(--m-warning)]";
const { openPeek } = useDrillStack();
return ( return (
<div className="flex flex-col gap-1.5"> <div className="flex flex-col gap-1.5">
<div className="flex items-center gap-2"> <div className="flex items-center gap-2">
<span <button
className="mono text-[12px] font-semibold tracking-tight text-[color:var(--m-ink-primary)]" type="button"
onClick={() => openPeek({ kind: "rule", rule })}
data-testid={`${testId}-rule-drill`}
aria-label={`Drill into rule ${rule}`}
className="mono text-[12px] font-semibold tracking-tight text-[color:var(--m-ink-primary)] cursor-pointer drillable rounded-sm px-0 -mx-0"
> >
{rule} {rule}
</span> </button>
<span <span
className="inline-flex items-center rounded-full bg-[color:var(--m-ink-tertiary)]/15 px-1.5 py-0.5 text-[10px] font-medium text-[color:var(--m-ink-secondary)] tabular-nums" className="inline-flex items-center rounded-full bg-[color:var(--m-ink-tertiary)]/15 px-1.5 py-0.5 text-[10px] font-medium text-[color:var(--m-ink-secondary)] tabular-nums"
data-testid={`${testId}-count`} data-testid={`${testId}-count`}
@@ -93,6 +108,11 @@ function IssueGroup({
*/ */
export function ValidationPanel({ validation }: ValidationPanelProps) { export function ValidationPanel({ validation }: ValidationPanelProps) {
const allPassed = validation.passed && validation.warnings.length === 0; const allPassed = validation.passed && validation.warnings.length === 0;
// SP21 Phase 5 Task 5.9: peek stack for rule drill. The drill
// provider is mounted at the App root; we only read the top entry
// here so the peek renders regardless of which section pushed it.
const { stack, closeTop } = useDrillStack();
const topPeek = stack[stack.length - 1];
if (allPassed) { if (allPassed) {
return ( return (
@@ -185,6 +205,22 @@ export function ValidationPanel({ validation }: ValidationPanelProps) {
</div> </div>
</div> </div>
) : null} ) : null}
{/* SP21 Phase 5 Task 5.9: validation-rule peek. Mounted at the
bottom of the panel so the peek (a Radix Dialog portal) sits
on top of the drawer. Only renders when the top of the
drill stack is a rule peek payer peek (from PartiesGrid)
wins when it's on top because the stack caps at 1 entry. */}
{topPeek?.kind === "rule" ? (
<PeekModal
open
onClose={closeTop}
eyebrow="Validation rule"
title={topPeek.rule}
>
<ValidationRulePeekContent rule={topPeek.rule} />
</PeekModal>
) : null}
</section> </section>
); );
} }
@@ -0,0 +1,303 @@
// @vitest-environment happy-dom
// ProviderDrawer wires `useProviderDetail` (TanStack Query) and renders
// a Radix Dialog portal — both need an act-aware, DOM-backed environment
// or React logs warnings and the portal can't mount.
(globalThis as { IS_REACT_ACT_ENVIRONMENT?: boolean }).IS_REACT_ACT_ENVIRONMENT = true;
import { afterEach, describe, it, expect, vi } from "vitest";
import { cleanup, fireEvent, render } from "@testing-library/react";
import { ApiError } from "@/lib/api";
import { ProviderDrawer } from "@/components/ProviderDrawer";
import type { Provider } from "@/types";
// Mock the hook BEFORE the import above is resolved (vitest hoists
// `vi.mock` to the top of the file regardless of where it appears
// syntactically). Mocking the hook directly — rather than mocking
// `api.getProvider` — lets each test pin the hook's exact return shape
// without standing up a real `QueryClient`.
//
// `vi.hoisted` is required because `vi.mock` is hoisted ABOVE top-level
// `const` declarations — referencing a top-level `vi.fn()` directly from
// the factory would hit "Cannot access before initialization" at runtime.
const { useProviderDetail } = vi.hoisted(() => ({
useProviderDetail: vi.fn(),
}));
vi.mock("@/hooks/useProviderDetail", () => ({
useProviderDetail,
}));
/**
* Minimal valid `Provider` fixture every required key present so the
* component typechecks. The fields are what `ProviderOverview` reads,
* so the success-path render exercises every prop.
*/
const SAMPLE_PROVIDER: Provider = {
npi: "1881068062",
name: "Montrose Memorial",
taxId: "721587149",
address: "123 Main St",
city: "Montrose",
state: "CO",
zip: "81401",
phone: "(970) 555-1234",
claimCount: 184,
outstandingAr: 12450,
};
/**
* Extended provider fixture (SP21 Task 3.1) adds the
* `recent_claims` and `recent_activity` slices the Claims/Activity
* tabs read from. Used by the tabs tests below. Field shapes match
* `ClaimSummary` and `ActivityEvent` from `@/types`.
*/
const SAMPLE_PROVIDER_WITH_DETAILS: Provider = {
...SAMPLE_PROVIDER,
recent_claims: [
{
id: "CLM-0001",
state: "submitted",
billedAmount: 250,
patientName: "Jane Q Patient",
providerNpi: "1881068062",
payerName: "Aetna",
cptCode: "99213",
submissionDate: "2026-06-20",
parsedAt: "2026-06-20",
status: "submitted",
batchId: "batch-001",
},
],
recent_activity: [
{
id: 1,
ts: "2026-06-20T15:30:00Z",
kind: "claim_submitted",
batchId: "batch-001",
claimId: "CLM-0001",
remittanceId: null,
payload: {},
},
{
id: 2,
ts: "2026-06-20T15:35:00Z",
kind: "claim_paid",
batchId: "batch-001",
claimId: "CLM-0001",
remittanceId: null,
payload: {},
},
],
};
/**
* Configure the mocked hook's return value for a single test. The
* `refetch` default is a fresh `vi.fn()` tests that need to assert
* on it can override via `overrides.refetch`.
*/
function mockDetail(
overrides: Partial<{
data: Provider | null;
isLoading: boolean;
isError: boolean;
error: Error | null;
refetch: () => void;
}> = {}
) {
useProviderDetail.mockReturnValue({
data: null,
isLoading: false,
isError: false,
error: null,
refetch: vi.fn(),
...overrides,
});
}
// happy-dom keeps `document.body` between tests; without cleanup,
// `screen.getByText(...)` would find nodes from earlier renders.
afterEach(() => {
cleanup();
vi.clearAllMocks();
});
describe("ProviderDrawer", () => {
it("test_renders_nothing_when_npi_is_null", () => {
mockDetail({ data: null });
render(<ProviderDrawer npi={null} onClose={() => {}} />);
// No provider content should be in the document when the drawer
// is closed — Radix's Dialog gates the portal on `open`.
expect(document.body.textContent).not.toContain("Montrose Memorial");
});
it("test_calls_useProviderDetail_with_npi", () => {
mockDetail({ data: SAMPLE_PROVIDER });
render(<ProviderDrawer npi="1881068062" onClose={() => {}} />);
expect(useProviderDetail).toHaveBeenCalledWith("1881068062");
});
it("test_renders_provider_overview_on_success", () => {
mockDetail({ data: SAMPLE_PROVIDER });
render(<ProviderDrawer npi="1881068062" onClose={() => {}} />);
// ProviderOverview renders NPI + Tax ID as Field values; the
// drawer header shows the provider name as the title.
expect(document.body.textContent).toContain("Montrose Memorial");
expect(document.body.textContent).toContain("1881068062");
expect(document.body.textContent).toContain("721587149");
});
it("test_renders_skeleton_while_loading", () => {
mockDetail({ isLoading: true });
render(<ProviderDrawer npi="1881068062" onClose={() => {}} />);
// The `Skeleton` primitive sets `aria-busy="true"` — a stable hook
// for the loading state that doesn't require a custom testid.
expect(document.querySelectorAll('[aria-busy="true"]').length).toBeGreaterThan(0);
// And the provider name should NOT have leaked in yet.
expect(document.body.textContent).not.toContain("Montrose Memorial");
});
it("test_renders_not_found_error_on_404", () => {
mockDetail({ isError: true, error: new ApiError(404, "Provider ghost not found") });
render(<ProviderDrawer npi="ghost" onClose={() => {}} />);
const errEl = document.querySelector('[data-testid="provider-drawer-error-not_found"]');
expect(errEl).not.toBeNull();
// Body should mention "doesn't exist" — the not_found COPY key.
expect(errEl?.textContent).toContain("doesn't exist");
// And the retry button should NOT be present (not_found has no
// retry affordance — retrying a 404 won't help).
expect(document.querySelector('[data-testid="error-retry"]')).toBeNull();
});
it("test_renders_network_error_with_retry", () => {
mockDetail({ isError: true, error: new Error("network down") });
render(<ProviderDrawer npi="123" onClose={() => {}} />);
const errEl = document.querySelector('[data-testid="provider-drawer-error-network"]');
expect(errEl).not.toBeNull();
expect(errEl?.textContent).toContain("Couldn't reach the server");
// Network variant shows a Retry button.
const retryBtn = document.querySelector(
'[data-testid="error-retry"]'
) as HTMLButtonElement | null;
expect(retryBtn).not.toBeNull();
});
it("test_renders_not_found_branch_in_demo_mode_for_unknown_npi", () => {
// Demo-mode fallback: when `api.isConfigured` is false, the hook
// reads from the in-memory zustand store instead of fetching. If the
// queried NPI isn't in the providers list, the hook returns
// `isError: true` with an `ApiError(404, "Provider not found")`.
// The drawer's `errorKind` computation must route this to the
// `not_found` branch — NOT the generic `network` branch, which
// would mislead the user into thinking the server is down when
// there is simply no backend configured (or the NPI is just not
// in the local store). Regression guard for the `new Error` →
// `new ApiError(404, ...)` fix on the demo-mode fallback branch.
mockDetail({
isError: true,
error: new ApiError(404, "Provider not found"),
});
render(<ProviderDrawer npi="ghost-npi" onClose={() => {}} />);
// The not_found branch renders — with the "doesn't exist" copy.
const notFoundEl = document.querySelector(
'[data-testid="provider-drawer-error-not_found"]'
);
expect(notFoundEl).not.toBeNull();
expect(notFoundEl?.textContent).toContain("doesn't exist");
// And — the whole point of this test — the network branch MUST NOT
// be present. A plain `Error` from the demo-mode fallback would
// have landed here and shown "Couldn't reach the server", which
// is wrong for a known-local-miss.
expect(
document.querySelector('[data-testid="provider-drawer-error-network"]')
).toBeNull();
expect(document.body.textContent).not.toContain("Couldn't reach the server");
// not_found has no retry affordance — same invariant as the 404
// test above, restated here so this test is self-contained as a
// regression guard.
expect(document.querySelector('[data-testid="error-retry"]')).toBeNull();
});
it("test_close_button_calls_onClose", () => {
const onClose = vi.fn<() => void>();
mockDetail({ isError: true, error: new Error("network down") });
render(<ProviderDrawer npi="123" onClose={onClose} />);
const closeBtn = document.querySelector(
'[data-testid="error-close"]'
) as HTMLButtonElement | null;
expect(closeBtn).not.toBeNull();
fireEvent.click(closeBtn!);
expect(onClose).toHaveBeenCalledTimes(1);
});
// -- Tabs (SP21 Task 3.1) -------------------------------------------------
//
// Radix Tabs only mounts the active `Tabs.Content` into the DOM (no
// `forceMount`), so clicking a tab trigger causes the previous panel to
// unmount and the new one to mount. The tests below rely on that —
// "panel X renders" is asserted by checking that unique text from that
// panel's component is present in `document.body` after the click.
it("test_renders_three_tabs_overview_claims_activity", () => {
mockDetail({ data: SAMPLE_PROVIDER_WITH_DETAILS });
render(<ProviderDrawer npi="1881068062" onClose={() => {}} />);
// All three tab triggers are present, with the spec-mandated labels
// in the spec-mandated order.
const triggers = Array.from(document.querySelectorAll('[role="tab"]'));
expect(triggers.length).toBe(3);
expect(triggers.map((t) => t.textContent)).toEqual([
"Overview",
"Claims",
"Activity",
]);
// Overview is the default; its trigger must be selected on mount.
expect(triggers[0]?.getAttribute("aria-selected")).toBe("true");
expect(triggers[0]?.getAttribute("data-state")).toBe("active");
});
it("test_switches_to_claims_tab_and_shows_recent_claims", () => {
mockDetail({ data: SAMPLE_PROVIDER_WITH_DETAILS });
render(<ProviderDrawer npi="1881068062" onClose={() => {}} />);
const claimsTrigger = Array.from(document.querySelectorAll('[role="tab"]'))
.find((t) => t.textContent === "Claims");
expect(claimsTrigger).not.toBeNull();
// Radix Tabs wires `onMouseDown` (not `onClick`) to its
// `onValueChange` handler — fire the matching event so the tab
// actually activates under happy-dom.
fireEvent.mouseDown(claimsTrigger!);
// Claims tab is now selected — and ProviderRecentClaims content is in
// the DOM (claim id + patient name + the "View all claims" link).
expect(claimsTrigger?.getAttribute("aria-selected")).toBe("true");
expect(document.body.textContent).toContain("CLM-0001");
expect(document.body.textContent).toContain("Jane Q Patient");
expect(document.body.textContent).toContain("View all claims");
});
it("test_switches_to_activity_tab_and_shows_recent_activity", () => {
mockDetail({ data: SAMPLE_PROVIDER_WITH_DETAILS });
render(<ProviderDrawer npi="1881068062" onClose={() => {}} />);
const activityTrigger = Array.from(document.querySelectorAll('[role="tab"]'))
.find((t) => t.textContent === "Activity");
expect(activityTrigger).not.toBeNull();
fireEvent.mouseDown(activityTrigger!);
// Activity tab is now selected — and ProviderRecentActivity content
// is in the DOM (both `kind` strings from the fixture).
expect(activityTrigger?.getAttribute("aria-selected")).toBe("true");
expect(document.body.textContent).toContain("claim_submitted");
expect(document.body.textContent).toContain("claim_paid");
});
});
@@ -0,0 +1,108 @@
import { Dialog, DialogContent } from "@/components/ui/dialog";
import { Tabs } from "@/components/ui/tabs";
import { ApiError } from "@/lib/api";
import { DrillDrawerHeader } from "@/components/drill/DrillDrawerHeader";
import { Skeleton } from "@/components/ui/skeleton";
import { useProviderDetail } from "@/hooks/useProviderDetail";
import { ProviderOverview } from "./ProviderOverview";
import { ProviderRecentClaims } from "./ProviderRecentClaims";
import { ProviderRecentActivity } from "./ProviderRecentActivity";
import { ProviderDrawerError } from "./ProviderDrawerError";
interface Props {
npi: string | null;
onClose: () => void;
}
/**
* Provider drill-down drawer (SP21 Task 2.2 + 3.1).
*
* Side-panel shell that consumes ``useProviderDetail(npi)`` and renders
* a three-tab body:
*
* - Overview base provider fields (identity + activity shape)
* - Claims top-10 claims joined to this provider
* (extended `/api/config/providers/{npi}.recent_claims`,
* populated by Task 1.6)
* - Activity top-10 events joined to this provider's claims
* (extended `/api/config/providers/{npi}.recent_activity`)
*
* Layout mirrors the ClaimDrawer / RemitDrawer pattern: Radix Dialog
* repositioned to the right edge as a fixed-height side panel, with
* the shared ``DrillDrawerHeader`` on top and a scrollable body below.
* The DialogContent is the flex parent; the header and body stack
* naturally inside it without an explicit `calc(100% - 64px)` height
* that would couple to DrillDrawerHeader's padding/font sizes.
*
* Error branching mirrors the peer drawers:
* - `ApiError(404)` "not_found" (no retry, the provider is gone)
* - anything else "network" (retry available)
* - demo mode + unknown NPI ApiError(404), routes to the same
* "not_found" branch (the hook raises `ApiError(404, "Provider not
* found")` in this case, matching the real backend 404 path).
*/
export function ProviderDrawer({ npi, onClose }: Props) {
const { data, isLoading, isError, error, refetch } = useProviderDetail(npi);
const errorKind: "not_found" | "network" | null = isError
? error instanceof ApiError && error.status === 404
? "not_found"
: "network"
: null;
return (
<Dialog open={npi !== null} onOpenChange={(o) => { if (!o) onClose(); }}>
<DialogContent
className="fixed right-0 top-0 flex h-full w-full max-w-2xl flex-col translate-x-0 translate-y-0 rounded-none border-l border-border bg-card p-0"
aria-describedby={undefined}
>
{errorKind ? (
<ProviderDrawerError
kind={errorKind}
onRetry={() => {
void refetch();
}}
onClose={onClose}
/>
) : isLoading || !data ? (
<div className="flex h-full flex-col overflow-y-auto">
<DrillDrawerHeader
eyebrow="Provider"
title="Loading…"
onClose={onClose}
/>
<div className="space-y-2 p-6">
<Skeleton variant="row" />
<Skeleton variant="row" />
<Skeleton variant="row" />
</div>
</div>
) : (
<div className="flex h-full flex-col overflow-y-auto">
<DrillDrawerHeader
eyebrow="Provider"
title={data.name}
onClose={onClose}
/>
<Tabs.Root defaultValue="overview" className="px-6 py-4">
<Tabs.List>
<Tabs.Trigger value="overview">Overview</Tabs.Trigger>
<Tabs.Trigger value="claims">Claims</Tabs.Trigger>
<Tabs.Trigger value="activity">Activity</Tabs.Trigger>
</Tabs.List>
<Tabs.Content value="overview">
<ProviderOverview provider={data} />
</Tabs.Content>
<Tabs.Content value="claims">
<ProviderRecentClaims provider={data} />
</Tabs.Content>
<Tabs.Content value="activity">
<ProviderRecentActivity provider={data} />
</Tabs.Content>
</Tabs.Root>
</div>
)}
</DialogContent>
</Dialog>
);
}
@@ -0,0 +1,70 @@
import { AlertCircle, WifiOff } from "lucide-react";
import { Button } from "@/components/ui/button";
type ProviderDrawerErrorProps = {
kind: "not_found" | "network";
onRetry?: () => void;
onClose: () => void;
};
const COPY = {
not_found: {
eyebrow: "NOT FOUND",
message: "This provider doesn't exist or has been removed.",
},
network: {
eyebrow: "CONNECTION",
message: "Couldn't reach the server. Check your connection and try again.",
},
} as const;
/**
* Error state for the provider drill-down drawer (SP21 Task 2.2).
*
* Two shapes `not_found` (the NPI in the URL doesn't resolve on the
* server, e.g. a stale deep link) and `network` (the request failed).
* The not_found variant has no retry affordance (retrying won't help),
* the network variant does when `onRetry` is supplied.
*
* Visual twin of `RemitDrawerError` / `ClaimDrawerError` so the drawer
* family feels like one component family same icon size, same eyebrow
* color, same button spacing.
*/
export function ProviderDrawerError({
kind,
onRetry,
onClose,
}: ProviderDrawerErrorProps) {
const { eyebrow, message } = COPY[kind];
const Icon = kind === "network" ? WifiOff : AlertCircle;
return (
<div
className="flex flex-col items-start gap-4 p-6 bg-[color:var(--m-surface)] text-[color:var(--m-ink-primary)]"
role="alert"
data-testid={`provider-drawer-error-${kind}`}
>
<div className="flex items-center gap-2">
<Icon
className="h-5 w-5 text-[color:var(--m-error)]"
strokeWidth={1.75}
aria-hidden
/>
<span className="eyebrow text-[color:var(--m-error)]">
{eyebrow}
</span>
</div>
<p className="text-sm text-[color:var(--m-ink-secondary)] max-w-sm">{message}</p>
<div className="flex items-center gap-2">
{kind === "network" && onRetry ? (
<Button variant="outline" size="sm" onClick={onRetry} data-testid="error-retry">
Retry
</Button>
) : null}
<Button variant="ghost" size="sm" onClick={onClose} data-testid="error-close">
Close
</Button>
</div>
</div>
);
}
@@ -0,0 +1,43 @@
import type { Provider } from "@/types";
import { fmt } from "@/lib/format";
/**
* Overview tab content for the provider drill-down drawer (SP21
* Task 2.2). Renders the base provider fields in a two-column grid:
*
* - Identity: NPI, Tax ID, address, phone
* - Activity: claim count, outstanding AR
*
* Subsequent tasks (Phase 3) will hang ``recent_claims`` and
* ``recent_activity`` off this surface; for now we only render the
* base fields the drawer needs to present "who is this provider and
* what's their activity shape" at a glance.
*/
export function ProviderOverview({ provider }: { provider: Provider }) {
return (
<div className="space-y-4">
<div className="grid grid-cols-2 gap-3">
<Field label="NPI" value={provider.npi} mono />
<Field label="Tax ID" value={provider.taxId} mono />
<Field
label="Address"
value={`${provider.address}, ${provider.city}, ${provider.state} ${provider.zip}`}
/>
<Field label="Phone" value={provider.phone} mono />
</div>
<div className="grid grid-cols-2 gap-3 pt-3 border-t border-border/30">
<Field label="Claims" value={fmt.num(provider.claimCount)} mono />
<Field label="Outstanding AR" value={fmt.usd(provider.outstandingAr)} mono />
</div>
</div>
);
}
function Field({ label, value, mono }: { label: string; value: string; mono?: boolean }) {
return (
<div>
<div className="eyebrow">{label}</div>
<div className={`text-[13px] mt-1 ${mono ? "display mono" : ""}`}>{value}</div>
</div>
);
}
@@ -0,0 +1,34 @@
import type { Provider } from "@/types";
/**
* Activity tab content for the ProviderDrawer (SP21 Task 3.1).
*
* STUB renders the top-10 `recent_activity` events as a flat list
* (`ts` + `kind`). Real activity-event routing (linking each event to
* its source claim/remit/provider) arrives in Phase 4 once
* `provider_added` and `remit_received` events get their drawer
* surfaces; for now the events aren't drillable from this view
* clicking them does nothing. The ProviderDrawer's Overview already
* surfaces the provider's `provider_added` event via the Dashboard
* activity feed (Task 2.5).
*/
export function ProviderRecentActivity({ provider }: { provider: Provider }) {
const items = provider.recent_activity ?? [];
if (items.length === 0) {
return (
<div className="text-muted-foreground text-[13px]">No recent activity.</div>
);
}
return (
<ul className="space-y-1.5 text-[12.5px]">
{items.map((a) => (
<li key={a.id} className="flex items-center gap-2">
<span className="mono text-[10.5px] text-muted-foreground">
{new Date(a.ts).toLocaleString()}
</span>
<span>{a.kind}</span>
</li>
))}
</ul>
);
}
@@ -0,0 +1,43 @@
import type { Provider } from "@/types";
import { fmt } from "@/lib/format";
/**
* Claims tab content for the ProviderDrawer (SP21 Task 3.1).
*
* Reads `provider.recent_claims` the top-10 claims joined to this
* provider from the extended `GET /api/config/providers/{npi}` endpoint
* (Task 1.6). Renders one row per claim (`id` + `patientName` +
* `billedAmount`) with a "View all claims →" link to the global claims
* page at the bottom. Falls back to an empty-state line when the
* provider has no recent claims (e.g. legacy callers that hit the
* detail endpoint without the recent-claims slice).
*/
export function ProviderRecentClaims({ provider }: { provider: Provider }) {
const claims = provider.recent_claims ?? [];
if (claims.length === 0) {
return (
<div className="text-muted-foreground text-[13px]">No recent claims.</div>
);
}
return (
<div className="space-y-2">
{claims.map((c) => (
<div
key={c.id}
className="flex items-center gap-3 py-2 border-b border-border/30 last:border-0"
>
<div className="display mono text-[12.5px] w-32 shrink-0">{c.id}</div>
<div className="flex-1 min-w-0 text-[12.5px] text-muted-foreground truncate">
{c.patientName ?? "—"}
</div>
<div className="display mono text-[13px]">
{fmt.usd(c.billedAmount)}
</div>
</div>
))}
<a href="/claims" className="text-[12.5px] text-accent hover:underline">
View all claims
</a>
</div>
);
}
+3
View File
@@ -0,0 +1,3 @@
// Barrel export for the ProviderDrawer module (SP21 Task 2.2).
export { ProviderDrawer } from "./ProviderDrawer";
@@ -0,0 +1,50 @@
import type { ReactNode } from "react";
import { X } from "lucide-react";
interface Props {
eyebrow: string;
title: string;
onClose: () => void;
/**
* Optional slot for a right-side action (e.g. "Download 999" on the
* AckDrawer, "Download 837" on the ClaimDrawer added in SP21
* Phase 5 Task 5.2/5.10). Rendered to the left of the close
* button with a small visual gap. Anything goes a button, a
* status pill, an icon link. Default `null` so existing callers
* (ProviderDrawer) render unchanged.
*/
action?: ReactNode;
}
/**
* Shared side-panel header used by every SP21 drill-down drawer
* (provider, future ones). Renders an uppercase eyebrow above a
* larger title, with a close button on the right.
*
* Visual style mirrors the eyebrow + title pattern used elsewhere in
* the app (see ``.eyebrow`` in ``src/index.css`` and the
* ``DrillDrawerHeader`` usage in ``ClaimDrawerHeader``).
*/
export function DrillDrawerHeader({ eyebrow, title, onClose, action }: Props) {
return (
<div className="flex items-center justify-between border-b border-border/30 px-6 py-4">
<div>
<div className="text-[10.5px] font-semibold uppercase tracking-[0.18em] text-muted-foreground">
{eyebrow}
</div>
<h2 className="text-[18px] font-semibold tracking-tight mt-0.5">{title}</h2>
</div>
<div className="flex items-center gap-2">
{action}
<button
type="button"
onClick={onClose}
aria-label="Close drawer"
className="rounded-md p-1 text-muted-foreground hover:bg-muted/60 hover:text-foreground focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-ring"
>
<X className="h-4 w-4" aria-hidden />
</button>
</div>
</div>
);
}
@@ -0,0 +1,45 @@
// @vitest-environment happy-dom
(globalThis as { IS_REACT_ACT_ENVIRONMENT?: boolean }).IS_REACT_ACT_ENVIRONMENT = true;
import { describe, it, expect } from "vitest";
import { renderHook, act } from "@testing-library/react";
import type { ReactNode } from "react";
import {
DrillStackProvider,
useDrillStack,
} from "@/components/drill/DrillStackProvider";
function wrapper({ children }: { children: ReactNode }) {
return <DrillStackProvider>{children}</DrillStackProvider>;
}
describe("DrillStackProvider", () => {
it("starts with an empty stack", () => {
const { result } = renderHook(() => useDrillStack(), { wrapper });
expect(result.current.stack).toEqual([]);
expect(result.current.openPeek).toBeInstanceOf(Function);
expect(result.current.closeTop).toBeInstanceOf(Function);
});
it("openPeek pushes one entry; closeTop pops it", () => {
const { result } = renderHook(() => useDrillStack(), { wrapper });
act(() => result.current.openPeek({ kind: "payer", payerId: "SKCO0" }));
expect(result.current.stack).toEqual([
{ kind: "payer", payerId: "SKCO0" },
]);
act(() => result.current.closeTop());
expect(result.current.stack).toEqual([]);
});
it("openPeek replaces the previous peek when called twice", () => {
const { result } = renderHook(() => useDrillStack(), { wrapper });
act(() => result.current.openPeek({ kind: "payer", payerId: "A" }));
// The hook only governs peeks (the bottom drawer is owned by the
// page, URL-backed, and lives outside this stack). When openPeek
// is called while a peek is already on the stack, the new peek
// replaces the previous one rather than stacking above it.
act(() => result.current.openPeek({ kind: "rule", rule: "R050" }));
expect(result.current.stack).toHaveLength(1);
expect(result.current.stack[0]).toEqual({ kind: "rule", rule: "R050" });
});
});
@@ -0,0 +1,53 @@
import { createContext, useContext, useMemo, type ReactNode } from "react";
import { create } from "zustand";
export type PeekPayload =
| { kind: "payer"; payerId: string }
| { kind: "rule"; rule: string };
interface DrillState {
stack: PeekPayload[];
openPeek: (p: PeekPayload) => void;
closeTop: () => void;
closeAll: () => void;
}
// One zustand store per provider instance (factory) so multiple
// providers (e.g. in tests) don't share state.
function makeStore() {
return create<DrillState>((set) => ({
stack: [],
openPeek: (p) =>
set((s) => ({
// Cap at 2 levels total: one drawer + one peek. When called and
// the stack already has one peek, replace it.
stack: s.stack.length >= 1 ? [p] : [p],
})),
closeTop: () => set((s) => ({ stack: s.stack.slice(0, -1) })),
closeAll: () => set({ stack: [] }),
}));
}
type StoreApi = ReturnType<typeof makeStore>;
const Ctx = createContext<StoreApi | null>(null);
export function DrillStackProvider({ children }: { children: ReactNode }) {
// useMemo so the store instance is stable across renders.
const store = useMemo(makeStore, []);
return <Ctx.Provider value={store}>{children}</Ctx.Provider>;
}
export function useDrillStack() {
const store = useContext(Ctx);
if (!store) throw new Error("useDrillStack must be used within DrillStackProvider");
// Subscribe to just `stack` so consumers re-render only on stack
// changes (not on every state update).
const stack = store((s) => s.stack);
return {
stack,
openPeek: store.getState().openPeek,
closeTop: store.getState().closeTop,
closeAll: store.getState().closeAll,
};
}
@@ -0,0 +1,60 @@
// @vitest-environment happy-dom
(globalThis as { IS_REACT_ACT_ENVIRONMENT?: boolean }).IS_REACT_ACT_ENVIRONMENT = true;
import { afterEach, describe, it, expect, vi } from "vitest";
import { cleanup, render, screen, fireEvent } from "@testing-library/react";
import { DrillableCell } from "@/components/drill/DrillableCell";
// happy-dom keeps `document.body` between tests; without cleanup,
// `screen.getByRole("button")` finds buttons from earlier renders.
afterEach(() => cleanup());
describe("DrillableCell", () => {
it("renders children, applies hover affordance classes, calls onClick", () => {
const onClick = vi.fn();
render(
<DrillableCell onClick={onClick}>
<span>CLM-114</span>
</DrillableCell>,
);
const btn = screen.getByRole("button") as HTMLButtonElement;
expect(btn.classList.contains("drillable")).toBe(true);
fireEvent.click(btn);
expect(onClick).toHaveBeenCalledOnce();
});
it("disabled state hides affordance and blocks click", () => {
const onClick = vi.fn();
render(
<DrillableCell onClick={onClick} disabled>
<span>unavailable</span>
</DrillableCell>,
);
const btn = screen.getByRole("button") as HTMLButtonElement;
expect(btn.disabled).toBe(true);
expect(btn.classList.contains("drillable")).toBe(false);
});
// ---------------------------------------------------------------------
// Regression for Task 2.4 — event bubbling.
//
// DrillableCell renders a <button>, and <button> clicks bubble up the
// DOM by default. Claims wraps each row in a <TableRow onClick={...}>
// so a click on the provider cell used to (1) navigate to /providers
// and then (2) bubble to the row and re-fire buildUrl() on the now-
// /providers URL, appending a phantom ?claim=… param. We fix it at
// the DrillableCell level so future tables that adopt the component
// are correct by default.
// ---------------------------------------------------------------------
it("test_click_does_not_bubble_to_parent", () => {
const parentClick = vi.fn();
const { container } = render(
<div onClick={parentClick}>
<DrillableCell onClick={() => {}}>Click me</DrillableCell>
</div>,
);
const btn = container.querySelector("button")!;
fireEvent.click(btn);
expect(parentClick).not.toHaveBeenCalled();
});
});
+54
View File
@@ -0,0 +1,54 @@
import type { MouseEvent, ReactNode } from "react";
import { cn } from "@/lib/utils";
interface Props {
children: ReactNode;
/**
* Click handler. Receives the underlying React mouse event so we can
* call `e.stopPropagation()` before invoking the caller's logic see
* the JSDoc on the component for why this matters when a DrillableCell
* is nested inside a row-level click handler.
*/
onClick: (e: MouseEvent<HTMLButtonElement>) => void;
disabled?: boolean;
/** Optional aria-label; defaults to the visible text content. */
ariaLabel?: string;
}
/**
* Wrap any clickable cell with hover-reveal affordance:
* cursor: pointer + accent background tint + trailing "" chevron,
* applied via the `drillable` class on hover (see `src/index.css`
* in Task 1.4).
*
* Renders as a <button> (disabled when `disabled`) so it gets keyboard
* activation (Enter/Space) and the standard disabled-button semantics.
* The `drillable` affordance class is omitted when disabled.
*
* Calls `e.stopPropagation()` on the button click before invoking the
* caller's handler. This prevents the click from bubbling to a
* row-level `onClick` (e.g. Claims' `<TableRow onClick={() => open(c.id)}>`),
* which would otherwise re-fire `buildUrl()` on the now-navigated URL
* and corrupt history. Precedent: `src/components/inbox/Lane.tsx:41`.
*/
export function DrillableCell({ children, onClick, disabled, ariaLabel }: Props) {
return (
<button
type="button"
onClick={(e) => {
e.stopPropagation();
onClick(e);
}}
disabled={disabled}
aria-label={ariaLabel}
className={cn(
!disabled && "drillable",
"inline-flex items-center gap-0 rounded-sm border-0 bg-transparent p-0 text-left",
"focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-ring focus-visible:ring-offset-1",
disabled && "text-muted-foreground cursor-not-allowed",
)}
>
{children}
</button>
);
}

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