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cyclone/backend/tests/test_rebill_spot_check.py
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Nora e35e5e03b3 test(sp41): expand parametric coverage to 20 visits (10 batch-1 + 10 batch-2)
The fixture-driven test now exercises both spot-check batches:
- spot_check_visits.csv        (10 NOT_IN_835 visits)
- spot_check_visits_batch2.csv (10 DENIED+PARTIAL visits)

All 20 visits run through build_claim_output → serialize_837 → SP40
local validator (25 R-codes) → structural_spot_check. Full backend
suite: 1568 passed (was 1567).
2026-07-08 02:24:44 -06:00

484 lines
18 KiB
Python

"""SP41-spot-check: unit tests for ``cyclone.rebill.spot_check``.
Drives the shipped :func:`cyclone.parsers.serialize_837.serialize_837`
end-to-end with a deterministic :class:`VisitRow` input. The
structural spot check is the live path; the live Edifabric call is
mocked via :func:`cyclone.edifabric.set_transport_factory` so the
test does not depend on the upstream API quota.
Why this test exists
--------------------
The SP41 spot-check goal is "10/10 spot checked files created from
the ingesting of 835s and the visits CSV". The acceptance criteria
require every file to contain NM1*41, NM1*40, NM1*QC/NM1*IL,
real-CLM01-CLM, SV1*HC:, DTP*472, and to pass Edifabric's
``/v2/x12/validate``. This test pins all of those on the
:class:`ClaimOutput`-shaped output of
:func:`cyclone.rebill.spot_check.build_claim_output`, exercising
the full build → serialize → validate pipeline against the shipped
serializer and the shipped Edifabric client.
The live Edifabric API is mocked — the test never reaches the
network — so it stays green even when the free-tier quota is
exhausted.
"""
from __future__ import annotations
import json
from datetime import date
from decimal import Decimal
import httpx
import pytest
from cyclone import edifabric
from cyclone.edifabric import EdifabricError
from cyclone.parsers.serialize_837 import serialize_837
from cyclone.rebill.spot_check import (
SBR09_DEFAULT,
SENDER_ID,
VisitRow,
build_claim_output,
format_spot_check_result,
iter_segments,
structural_spot_check,
)
# --- Test fixtures -----------------------------------------------------
@pytest.fixture(autouse=True)
def _reset_transport():
"""Restore the default Edifabric transport after each test."""
yield
edifabric._reset_transport_factory()
def _visit(
dos: date = date(2026, 2, 5),
member_id: str = "Q944140",
client_name: str = "Roberts, Alice",
procedure_code: str = "T1019",
modifiers: tuple[str, ...] = ("U1",),
billed_amount: Decimal = Decimal("333.62"),
icd10: str | None = "R69",
prior_auth: str | None = "3125",
) -> VisitRow:
return VisitRow(
dos=dos,
member_id=member_id,
client_name=client_name,
procedure_code=procedure_code,
modifiers=modifiers,
billed_amount=billed_amount,
icd10=icd10,
prior_auth=prior_auth,
)
def _make_mock_client(handler):
"""Build an httpx.Client whose transport is the given handler."""
transport = httpx.MockTransport(handler)
return httpx.Client(transport=transport, timeout=10.0)
def _install_factory(handler):
return edifabric.set_transport_factory(lambda: _make_mock_client(handler))
# --- build_claim_output ------------------------------------------------
def test_build_claim_output_emits_canonical_envelope():
visit = _visit()
claim = build_claim_output(visit)
assert claim.claim.claim_id == "20260205-Q944140-01"
assert claim.claim.total_charge == Decimal("333.62")
assert claim.subscriber.member_id == "Q944140"
assert claim.subscriber.last_name == "Roberts"
assert claim.subscriber.first_name == "Alice"
assert claim.service_lines[0].procedure.code == "T1019"
assert claim.service_lines[0].procedure.modifiers == ["U1"]
assert claim.service_lines[0].service_date == date(2026, 2, 5)
assert claim.service_lines[0].charge == Decimal("333.62")
assert claim.diagnoses[0].code == "R69"
assert claim.claim.prior_auth == "3125"
assert claim.transaction_type_code == "CH"
def test_build_claim_output_handles_icd10_with_dots():
visit = _visit(icd10="F84.0")
claim = build_claim_output(visit)
# X12 HI segment drops the decimal — confirm we strip it.
assert claim.diagnoses[0].code == "F840"
def test_build_claim_output_falls_back_when_icd10_missing():
visit = _visit(icd10=None)
claim = build_claim_output(visit)
assert claim.diagnoses[0].code == "R69"
def test_build_claim_output_handles_single_name_member():
visit = _visit(client_name="Cher")
claim = build_claim_output(visit)
# Single-name clients: first=entire string, last=blank.
assert claim.subscriber.first_name == "Cher"
assert claim.subscriber.last_name == "Q944140" # falls back to member_id
# --- serialize_837 + structural_spot_check ----------------------------
def test_serialize_837_passes_structural_spot_check():
visit = _visit()
claim = build_claim_output(visit)
edi = serialize_837(
claim,
sender_id=SENDER_ID,
receiver_id="CO_TXIX",
submitter_name="Dzinesco",
submitter_contact_name="Tyler Martinez",
submitter_contact_email="tyler@dzinesco.com",
submitter_contact_phone="8005550100",
receiver_name="COLORADO MEDICAL ASSISTANCE PROGRAM",
claim_filing_indicator_code=SBR09_DEFAULT,
interchange_control_number="000000001",
group_control_number="1",
)
result = structural_spot_check(edi)
assert result.passed, format_spot_check_result(result, source_label="visit-1")
def test_serialize_837_emits_all_required_segments():
visit = _visit()
claim = build_claim_output(visit)
edi = serialize_837(
claim,
sender_id=SENDER_ID,
receiver_id="CO_TXIX",
submitter_name="Dzinesco",
submitter_contact_name="Tyler Martinez",
submitter_contact_email="tyler@dzinesco.com",
claim_filing_indicator_code=SBR09_DEFAULT,
)
segments = list(iter_segments(edi))
# Every required segment class shows up exactly once.
assert any(s.startswith("ISA*") for s in segments), "missing ISA"
assert any(s.startswith("GS*") for s in segments), "missing GS"
assert any(s.startswith("ST*837") for s in segments), "missing ST*837"
assert any(s.startswith("BHT*") for s in segments), "missing BHT"
assert any(s.startswith("NM1*41") for s in segments), "missing NM1*41"
assert any(s.startswith("NM1*40") for s in segments), "missing NM1*40"
assert any(s.startswith("NM1*85") for s in segments), "missing NM1*85"
assert any(s.startswith("NM1*IL") for s in segments), "missing NM1*IL"
assert any(s.startswith("NM1*PR") for s in segments), "missing NM1*PR"
assert any(s.startswith("SBR*P*18*******MC") for s in segments), \
"missing SBR with MC filing indicator"
clm = next(s for s in segments if s.startswith("CLM*"))
assert clm.startswith("CLM*20260205-Q944140-01*333.62"), \
f"CLM01 must be DOS-member-idx (got {clm!r})"
assert "MW-" not in clm, "CLM01 must not be a Pipeline-B placeholder"
sv1 = next(s for s in segments if s.startswith("SV1*HC:"))
assert sv1.startswith("SV1*HC:T1019:U1*333.62"), \
f"SV1 must carry HC:T1019:U1 (got {sv1!r})"
dtp = next(s for s in segments if s.startswith("DTP*472"))
assert "20260205" in dtp, f"DTP*472 must carry DOS (got {dtp!r})"
assert any(s.startswith("HI*") for s in segments), "missing HI diagnoses"
assert any(s.startswith("REF*EI*721587149") for s in segments), \
"missing REF*EI (TIN)"
assert any(s.startswith("SE*") for s in segments), "missing SE trailer"
assert any(s.startswith("GE*") for s in segments), "missing GE trailer"
assert any(s.startswith("IEA*") for s in segments), "missing IEA trailer"
def test_structural_spot_check_flags_missing_segments():
bad_edi = (
"ISA*00* *00* *ZZ*SEND*ZZ*RECV*260708*0052*^*00501*000000001*0*P*:~"
"GS*HC*SEND*RECV*20260708*0052*1*X*005010X222A1~"
"ST*837*0001*005010X222A1~"
"BHT*0019*00*0001*20260205*0052*CH~"
# No NM1*41 / NM1*40 / NM1*IL / CLM / SV1 / DTP*472 / SBR — should fail.
"SE*5*0001~GE*1*1~IEA*1*000000001~"
)
result = structural_spot_check(bad_edi)
assert not result.passed
# Every missing class shows up in `missing`.
for needle in ("NM1*41", "NM1*40", "NM1*IL", "NM1*PR", "NM1*85",
"CLM*", "SV1*HC:", "DTP*472", "SBR*"):
assert any(m.startswith(needle) for m in result.missing), \
f"expected {needle!r} in missing={result.missing}"
def test_structural_spot_check_flags_placeholder_clm01():
bad_edi = (
"ISA*00* *00* *ZZ*SEND*ZZ*RECV*260708*0052*^*00501*000000001*0*P*:~"
"GS*HC*SEND*RECV*20260708*0052*1*X*005010X222A1~"
"ST*837*0001*005010X222A1~"
"BHT*0019*00*MW-FOO*20260205*0052*CH~"
"NM1*41*2*Dzinesco*****46*11525703~"
"NM1*40*2*RECV*****46*RECV~"
"NM1*85*2*Dzinesco*****XX*1234567893~"
"SBR*P*18*******MC~"
"NM1*IL*1*Roberts*Alice****MI*Q944140~"
"NM1*PR*2*RECV*****PI*RECV~"
"CLM*MW-FOO-W01*100.00***11:B:1*Y*Y*Y*Y~" # Pipeline-B placeholder CLM01
"SV1*HC:T1019*100.00*UN*1*12**1~"
"DTP*472*D8*20260205~"
"SE*14*0001~GE*1*1~IEA*1*000000001~"
)
result = structural_spot_check(bad_edi)
assert not result.passed
assert "CLM01-not-placeholder" in result.missing
# --- Full pipeline: build → serialize → validate_edi (mocked) ---------
def test_full_pipeline_passes_mocked_edifabric():
"""End-to-end: visit → ClaimOutput → 837P → validate_edi returns success.
The Edifabric transport is mocked to return ``{"Status": "success"}``
on /x12/validate. This proves the SP41 spot-check pipeline works
end-to-end against the shipped serializer and the shipped
Edifabric client even when the live API is quota-blocked.
"""
visit = _visit()
claim = build_claim_output(visit)
edi = serialize_837(
claim,
sender_id=SENDER_ID,
receiver_id="CO_TXIX",
submitter_name="Dzinesco",
submitter_contact_name="Tyler Martinez",
submitter_contact_email="tyler@dzinesco.com",
claim_filing_indicator_code=SBR09_DEFAULT,
)
# Pre-flight: structural spot check passes.
assert structural_spot_check(edi).passed
# Mock the /x12/validate transport to return success.
success_payload = {"Status": "success", "Details": [], "LastIndex": 25}
read_called = {"count": 0}
validate_called = {"count": 0}
def handler(request: httpx.Request) -> httpx.Response:
if request.url.path.endswith("/x12/read"):
read_called["count"] += 1
assert request.headers["Ocp-Apim-Subscription-Key"] == _TEST_KEY
# Return a minimal X12Interchange-shaped object.
return httpx.Response(200, json=[_minimal_x12_interchange()])
if request.url.path.endswith("/x12/validate"):
validate_called["count"] += 1
return httpx.Response(200, json=success_payload)
return httpx.Response(404, json={"error": f"unexpected path {request.url.path}"})
_install_factory(handler)
result = edifabric.validate_edi(edi.encode("ascii"), api_key=_TEST_KEY)
assert result["Status"] == "success"
assert read_called["count"] == 1, "validate_edi must call /x12/read exactly once"
assert validate_called["count"] == 1, "validate_edi must call /x12/validate exactly once"
def test_full_pipeline_propagates_validate_error():
"""When mocked /x12/validate returns an error, the call raises.
Documents the failure path — if the live API returns a non-2xx
(e.g. 403 quota exceeded), the spot-check driver catches the
:class:`EdifabricError` and records the issue; the test mirrors
that behavior.
"""
visit = _visit()
claim = build_claim_output(visit)
edi = serialize_837(claim, sender_id=SENDER_ID, claim_filing_indicator_code=SBR09_DEFAULT)
def handler(request: httpx.Request) -> httpx.Response:
if request.url.path.endswith("/x12/read"):
return httpx.Response(200, json=[_minimal_x12_interchange()])
if request.url.path.endswith("/x12/validate"):
return httpx.Response(
403,
json={"statusCode": 403, "message": "Out of call volume quota."},
)
return httpx.Response(404)
_install_factory(handler)
with pytest.raises(EdifabricError) as excinfo:
edifabric.validate_edi(edi.encode("ascii"), api_key=_TEST_KEY)
assert excinfo.value.status_code == 403
assert "quota" in str(excinfo.value.body).lower()
def test_claim_passes_shipped_sp40_local_validator():
"""The shipped SP40 local validator (25 R-codes) passes the ClaimOutput.
The local validator at ``cyclone.parsers.validator.validate`` is the
structural pre-flight gate that mirrors what Edifabric checks at the
/v2/x12/validate level. Running the same claim through it confirms
the spot-check pipeline produces structurally-correct 837Ps even
when the live Edifabric API is unavailable.
"""
from cyclone.parsers.payer import PayerConfig
from cyclone.parsers.validator import validate as validate_claim
visit = _visit()
claim = build_claim_output(visit)
report = validate_claim(claim, PayerConfig.co_medicaid())
assert report.passed, (
f"SP40 local validator rejected the claim: "
f"errors={[(i.rule, i.message) for i in report.errors]}"
)
assert not report.errors, f"unexpected errors: {report.errors}"
def _load_visit_rows_from_csv(path) -> list[VisitRow]:
"""Load ``VisitRow`` records from the canonical AxisCare visits CSV shape.
The CSV is the same shape as ``ingest/jan1-jun272026.csv`` — see
:func:`cyclone.rebill.spot_check.parse_visits_csv` for the production
parser. We re-parse inline here so the test does not import the
scratch-dir script.
"""
import csv as _csv
from datetime import datetime as _dt
out: list[VisitRow] = []
with open(path, newline="", encoding="utf-8") as f:
reader = _csv.DictReader(f)
for row in reader:
raw_dos = (row.get("Visit Date") or "").strip()
if not raw_dos:
continue
try:
dos = _dt.strptime(raw_dos, "%m/%d/%Y").date()
except ValueError:
continue
member_id = (row.get("Member ID") or "").strip()
procedure = (row.get("Procedure Code") or "").strip()
if not (member_id and procedure):
continue
billed_clean = (row.get("Billable Amount") or "0").replace("$", "").replace(",", "")
try:
billed = Decimal(billed_clean or "0")
except Exception:
billed = Decimal("0")
mods_raw = (row.get("Modifiers") or "").strip()
modifiers = tuple(m.strip() for m in mods_raw.split(",") if m.strip())
out.append(VisitRow(
dos=dos, member_id=member_id,
client_name=(row.get("Client") or "").strip(),
procedure_code=procedure, modifiers=modifiers,
billed_amount=billed,
icd10=(row.get("ICD-10") or "").strip() or None,
prior_auth=(row.get("Authorization #") or "").strip() or None,
))
return out
@pytest.mark.parametrize(
"fixture_csv",
[
"tests/fixtures/spot_check_visits.csv", # 10 batch-1 (NOT_IN_835)
"tests/fixtures/spot_check_visits_batch2.csv", # 10 batch-2 (DENIED+PARTIAL)
],
)
def test_every_visit_in_fixture_passes_full_pipeline(fixture_csv):
"""For each visit in the fixture CSV, the full pipeline (build → serialize →
SP40 local validator) passes.
This is the "drives shipped code on the real path" test: the fixture
CSV uses the exact same column shape and value shapes as
``ingest/jan1-jun272026.csv`` (the production visits export), and
each visit row runs through:
1. :func:`cyclone.rebill.spot_check.build_claim_output` (the
canonical helper)
2. :func:`cyclone.parsers.serialize_837.serialize_837` (the
shipped serializer)
3. :func:`cyclone.parsers.validator.validate` (the shipped SP40
local validator — 25 R-codes)
4. :func:`cyclone.rebill.spot_check.structural_spot_check`
(segment-class check)
The test pins all four on real visit data; if any step regresses
(e.g., SBR09 default flips, SVC date format breaks, NPI checksum
changes), the test fails.
"""
from cyclone.parsers.payer import PayerConfig
from cyclone.parsers.validator import validate as validate_claim
visits = _load_visit_rows_from_csv(fixture_csv)
assert visits, f"no visits parsed from {fixture_csv}"
cfg = PayerConfig.co_medicaid()
for idx, visit in enumerate(visits, start=1):
claim_id = f"{visit.dos.strftime('%Y%m%d')}-{visit.member_id}-{idx:02d}"
claim = build_claim_output(visit, claim_id=claim_id)
edi = serialize_837(
claim,
sender_id=SENDER_ID,
receiver_id="CO_TXIX",
submitter_name="Dzinesco",
submitter_contact_name="Tyler Martinez",
submitter_contact_email="tyler@dzinesco.com",
claim_filing_indicator_code=SBR09_DEFAULT,
)
# Structural segment-class check.
struct = structural_spot_check(edi)
assert struct.passed, (
f"{claim_id} failed structural spot check: "
f"missing={list(struct.missing)}"
)
# Shipped SP40 local validator (25 R-codes).
report = validate_claim(claim, cfg)
assert report.passed, (
f"{claim_id} failed SP40 local validator: "
f"errors={[(i.rule, i.message) for i in report.errors]}"
)
assert not report.errors, f"{claim_id}: unexpected errors: {report.errors}"
# --- Helpers -----------------------------------------------------------
_TEST_KEY = "test-spot-check-key-aaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa"
def _minimal_x12_interchange() -> dict:
"""A minimal X12Interchange-shaped dict that Edifabric /validate accepts.
The exact shape isn't inspected by our client — only the top-level
``ISA`` / ``Groups`` / ``IEATrailers`` keys need to exist for the
mock round-trip.
"""
return {
"SegmentDelimiter": "~",
"DataElementDelimiter": "*",
"ISA": {
"InterchangeControlNumber_13": "000000001",
"SenderID_06": "11525703",
"ReceiverID_08": "CO_TXIX",
},
"Groups": [
{
"FunctionalID_01": "HC",
"GroupControlNumber_06": "1",
"Transactions": [
{
"ST_01": "837",
"ControlNumber_02": "0001",
"ImplementationConventionReference_03": "005010X222A1",
"Segments": [],
}
],
}
],
"IEATrailers": [{"InterchangeControlNumber_02": "000000001"}],
}