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cyclone/backend/src/cyclone/store/orm_builders.py
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"""ORM row builders — convert parser output into SQLAlchemy ORM rows.
Each function returns an unsaved ORM object (or inserts related rows
within an existing session). They never commit or close the session —
the caller (``write.add_record``, ``acks.add_ack``, etc.) owns the
transaction boundary.
"""
from __future__ import annotations
import json
from decimal import Decimal
from cyclone import db
from cyclone.db import Claim, ClaimState, Remittance
from cyclone.parsers.models import ClaimOutput
from cyclone.parsers.models_835 import ClaimPayment
from . import utcnow
def _service_dates_from_claim(claim: ClaimOutput) -> tuple[date | None, date | None]:
"""Extract (service_date_from, service_date_to) from a ClaimOutput.
The 837P model has ``service_lines[*].service_date`` (one per SV1).
We use the earliest as ``from`` and the latest as ``to``; if there
are no service lines, both are ``None``.
"""
dates: list[date] = []
for sl in claim.service_lines:
if sl.service_date is not None:
dates.append(sl.service_date)
if not dates:
return None, None
return min(dates), max(dates)
def _claim_837_row(claim: ClaimOutput, batch_id: str) -> Claim:
"""Build a Claim ORM row from a ClaimOutput. NOT yet persisted."""
d_from, d_to = _service_dates_from_claim(claim)
return Claim(
id=claim.claim_id,
batch_id=batch_id,
# SP27 Task 17: Claim.patient_control_number must hold the CLM01
# claim_submittr's_identifier the 837 sent — that's the value the
# 835 echoes in CLP01, which the reconcile matcher joins on
# (reconcile.py:by_pcn), and what 999 / 277CA ACK lookups also
# use to cross-reference the original claim. Storing
# subscriber.member_id here (the 2010BA NM109) silently broke
# every auto-match in production.
patient_control_number=claim.claim_id or "",
service_date_from=d_from,
service_date_to=d_to,
charge_amount=Decimal(claim.claim.total_charge or 0),
provider_npi=claim.billing_provider.npi,
# SP32: wire NM1*82 (Loop 2420A) rendering provider NPI from
# ClaimOutput (T3 parser extraction) into the typed ORM column
# (T1 migration 0019). Falls back to None if absent.
rendering_provider_npi=claim.rendering_provider_npi,
payer_id=claim.payer.id,
state=ClaimState.SUBMITTED,
raw_json=json.loads(claim.model_dump_json()),
)
def _remittance_835_row(cp: ClaimPayment, batch_id: str) -> Remittance:
"""Build a Remittance ORM row from a ClaimPayment. NOT yet persisted."""
received_at = utcnow()
# Adjustment amount: sum the CAS rows for the first service line.
# NOTE: This is a best-effort placeholder used until the reconciliation
# pass (T10) overwrites it from the persisted CasAdjustment rows. The
# authoritative value comes from `reconcile.run()`, which sums
# ``CasAdjustment.amount`` per ``remittance_id`` and writes the result
# back to ``Remittance.adjustment_amount``. We keep this stub so the
# row has a sane value if reconciliation is disabled or fails.
adjustment = Decimal("0")
if cp.service_payments:
sp = cp.service_payments[0]
for adj in sp.adjustments:
adjustment += adj.amount
# Use the first service line's service_date as the remit service_date.
service_date: date | None = None
if cp.service_payments and cp.service_payments[0].service_date is not None:
service_date = cp.service_payments[0].service_date
return Remittance(
id=cp.payer_claim_control_number,
batch_id=batch_id,
payer_claim_control_number=cp.payer_claim_control_number,
claim_id=None,
status_code=cp.status_code,
status_label=cp.status_label,
total_charge=Decimal(cp.total_charge or 0),
total_paid=Decimal(cp.total_paid or 0),
patient_responsibility=cp.patient_responsibility,
adjustment_amount=adjustment,
# SP32: wire NM1*1P (Loop 2100) service provider NPI from
# ClaimPayment (T2 parser extraction) into the typed ORM column
# (T1 migration 0019). Falls back to None if absent.
rendering_provider_npi=cp.service_provider_npi,
received_at=received_at,
service_date=service_date,
is_reversal=cp.status_code in ("21", "22"),
raw_json=json.loads(cp.model_dump_json()),
)
def _persist_835_remit(session, cp: "ClaimPayment", remittance_id: str) -> None:
"""SP7: persist ServiceLinePayment + CAS rows for one CLP composite.
For each 835 SVC composite in ``cp.service_payments``:
- insert a ServiceLinePayment row (line_number, procedure, modifiers,
charge, payment, units, service_date).
- flush to populate slp.id.
- insert each per-SVC CAS adjustment with ``service_line_payment_id``
set to slp.id.
For CLP-level CAS adjustments (``cp.claim_adjustments``, a future
extension; not produced by today's 835 parser but allowed by the spec):
- insert CAS rows with ``service_line_payment_id IS NULL``.
The caller controls the transaction; this function does not commit.
The 835 ingest site calls this after ``_remittance_835_row`` is
flushed so the FK target is populated.
"""
import json as _json
from cyclone.db import ServiceLinePayment, CasAdjustment
for svc in cp.service_payments:
slp = ServiceLinePayment(
remittance_id=remittance_id,
line_number=svc.line_number,
procedure_qualifier=svc.procedure_qualifier,
procedure_code=svc.procedure_code,
modifiers_json=_json.dumps(svc.modifiers or []),
charge=Decimal(str(svc.charge)),
payment=Decimal(str(svc.payment)),
units=Decimal(str(svc.units)) if svc.units is not None else None,
unit_type=svc.unit_type,
service_date=svc.service_date,
ref_benefit_plan=svc.ref_benefit_plan,
)
session.add(slp)
session.flush() # populate slp.id for the FK below
for adj in svc.adjustments:
quantity = getattr(adj, "quantity", None)
session.add(CasAdjustment(
remittance_id=remittance_id,
group_code=adj.group_code,
reason_code=adj.reason_code,
amount=Decimal(str(adj.amount)),
quantity=Decimal(str(quantity)) if quantity is not None else None,
service_line_payment_id=slp.id,
))
# CLP-level CAS (no SVC composite to attach to). Today's parser does
# not produce these; the branch is forward-compatible.
for adj in getattr(cp, "claim_adjustments", []) or []:
quantity = getattr(adj, "quantity", None)
session.add(CasAdjustment(
remittance_id=remittance_id,
group_code=adj.group_code,
reason_code=adj.reason_code,
amount=Decimal(str(adj.amount)),
quantity=Decimal(str(quantity)) if quantity is not None else None,
service_line_payment_id=None,
))
def _claim_status_from_validation(claim: ClaimOutput) -> str:
"""Re-implement the in-memory status rules (sub-project 1 §6.2)."""
v = claim.validation
if not v.passed:
has_r050 = any(e.rule == "R050_diagnosis_present" for e in v.errors)
return "draft" if has_r050 else "denied"
if claim.claim.frequency_code == "1":
return "submitted"
if v.warnings:
return "pending"
return "draft"