update CLAUDE.md and coverage calculator; add n8n content radar workflow, vercel SPA rewrite, and ui workspace config

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

CLAUDE.md

@@ -1,11 +1,11 @@
-# STTIL Solutions — Signal | Level 1 Active Context
+# STTIL Solutions — Signal | Active Build Context
 
 ## What This Tool Does
-Signal is a B2B CGM documentation readiness tracker for DMEPOS suppliers.
+Signal is a B2B DMEPOS documentation readiness tracker for CGM suppliers.
 It ingests order data from any DME order management CSV export (e.g., Brightree),
 evaluates each patient against documentation requirements (6-month qualifying
-visit, PECOS enrollment, SWO, resupply eligibility), and produces a Signal Report
+visit, PECOS enrollment, SWO, resupply eligibility), and produces an actionable
-so supplier staff can prioritize outreach and capture revenue before it leaks.
+worklist for supplier staff to prioritize outreach and capture revenue before it leaks.
 NOTE: Signal identifies gaps. It does not conduct outreach. Never write copy
 implying Signal contacts prescribers or patients directly.
 
@@ -24,53 +24,85 @@ and stays predictable.
   quantity, payer — NOTHING else
 - All logs use hashed patient_id, never raw
 
-## Level 1 Stack (Active)
+## Current Stack (Updated 2026-05-29)
-- Hosting: Hostinger VPS (self-hosted, data never leaves VPS)
+- Backend: Railway (Python/FastAPI) — live at https://signal-api-production-91c2.up.railway.app
-- Language: Python (FastAPI or Flask)
+- Database: Supabase (PostgreSQL + RLS policies + Third Party Auth with Clerk)
-- Database: PostgreSQL (encrypted at rest, audit logs)
+- Auth: Clerk — app name: eternal-goblin-1, domain: eternal-goblin-1.clerk.accounts.dev
-- Orchestration: n8n self-hosted (24-hr batch trigger)
+- Frontend: Vite/React (signal-ui) — local dev only at localhost:5173, NOT YET deployed publicly
-- Notifications: Self-hosted Mailcow — encrypted email to DME staff only
+- Orgs in Clerk: STTIL Solutions (default), Gaboro DME (org_3EPAEcAw06V2yGMSkxE3UjqIA3c)
-- Frontend: Simple dashboard (Vercel or self-hosted)
+
-- Auth: Session tokens in PostgreSQL (no Convex needed for MVP)
+## Run Commands
+- Frontend (local): `cd signal-ui && pnpm dev` → localhost:5173
+- Backend deploy (code change): `railway up --detach` from project root — forces fresh build
+- Backend redeploy (no code change): `railway redeploy` — reuses existing image
 
 ## Active Files
-- python-backend/core/coverage_calculator.py
+- signal-ui/src/App.jsx — Clerk auth gate, OrganizationSwitcher
+- signal-ui/src/components/WorklistTable.jsx — main worklist display
+- signal-ui/src/components/CSVImport.jsx — CSV upload
+- signal-ui/src/components/CSVExport.jsx — CSV export
+- python-backend/core/coverage_calculator.py — gap detection logic (see Known Bugs)
 - python-backend/core/audit_logger.py
+- python-backend/core/persistence.py
+- python-backend/core/supabase_client.py
+- python-backend/api/main.py
+- python-backend/api/normalizer.py
 - python-backend/config/payer_rules.json
-- research/dmepos-research-v3.md (market context)
-- docs/hipaa-deployment-analysis-v1.md (compliance)
-- docs/sttil-brand-system-v1.md (brand)
 
-## Current BAA Obligations (Level 1 Only)
+## Known Bugs — Fix Before Pilot
-- Hostinger VPS: Request BAA (PHI host)
+1. ~~**Payer matching**~~ — FIXED 2026-05-29. `_normalize_payer()` added to `coverage_calculator.py`. Handles: "Medicare Part B" → medicare, "Tricare for Life" / "TFL" → medicare, "Medicaid - GA" → medicaid, commercial insurer names → commercial.
-- Anthropic API: Request BAA if AI layer touches PHI
+2. **Visit date**: coverage_calculator.py uses shipment_date as proxy for qualifying visit, not an actual visit date. Fix: use stored confirmed visit date when available; fall back to shipment_date - 30 days labeled as estimated.
-- Everything else: self-hosted = you are the operator
 
-## Workload Impact Model (Build This)
+## Features Not Yet Built — Pilot Priority
-Two-curve graph showing supplier staff time over months:
+- **Confirm Visit workflow**: staff button on each worklist row to record a confirmed visit date. Signal stores it against patient_id in Supabase. This is Signal's core persistent value — without it, visit dates never improve beyond estimates.
-- Curve A: Appeals/denials workload (reactive) — starts HIGH, trends DOWN
+- **Frontend public URL**: DEPLOYED 2026-05-29 — https://signal-ui-xi.vercel.app
-- Curve B: Proactive outreach via Signal — starts MANAGEABLE, stays FLAT
+- **25 CSV variant test suite**: whitepaper requirement. Generate and test 25 mock CSVs with different column orders, headers, date formats, and payer name variants.
-- X-axis: Months 1–12 post-onboarding
+- **Mapping review interface**: confidence score display, user override dropdown per column (per whitepaper spec).
-- Crossover point = ROI moment to show on discovery calls
 
-## What Is Tabled (Do Not Build Yet)
+## Pilot Readiness — Authoritative Gauge
+**Progress is measured against the whitepaper checklist only. Do not estimate % from feel.**
 
-| Item | Phase | Reason deferred |
+Whitepaper: `/Users/sttil-solutions/Documents/Obsidian_Vault/STTIL-Vault/Projects/2026-05-18-pilot-readiness-whitepaper.md`
-|------|-------|----------------|
+
-| AWS infrastructure (any service) | Post-pilot | Jakub (coach, 2026-05-28): mock data is sufficient for demos and pilots. AWS takes 2 hours to set up — do it right before signing live PHI contracts. Do not start during MVP or pilot phase. |
+### Checklist Status (as of 2026-05-29) — 40-45% pilot-ready
-| Dexcom OAuth API integration | Phase 2 | Requires vendor agreement + PHI scope expansion |
+
-| Billing system API integration (Brightree, Bonafide, Fastrack, etc.) | Phase 2 | Build after pilot reveals which systems suppliers use; vendor agreements required; PHI scope expands significantly |
+| Checklist Item | Status |
-| CMS and contact management integration (Salesforce, etc.) | Phase 2 | Pilot feedback will reveal if suppliers have CMS and what they use; do not assume |
+|---|---|
-| Prescriber fax automation | Phase 2 | Workflow complexity; Level 1 manual outreach sufficient |
+| App hosted behind stable URL | PASS — https://signal-ui-xi.vercel.app (deployed 2026-05-29) |
-| Patient-facing SMS (Twilio, not SignalWire) | Phase 3 | PHI transmission to third-party; requires BAA + consent layer |
+| Demo login / controlled access working | PASS |
-| Consortium strategy (Level 2/3) | 18–24 months | Depends on 15+ paying Level 1 suppliers first |
+| Synthetic sample data loads end to end | NOT VERIFIED as Gaboro org |
-| Convex | Phase 2+ | Not needed until real-time sync requirements emerge |
+| 25 CSV variants pass ingestion tests | NOT DONE |
+| Import flow: mapping, validation, warnings | PARTIAL — CSVImport exists, full mapping review unconfirmed |
+| Report generation calculates from backend | PASS |
+| Each status has reason + recommended action | PARTIAL — payer bug fixed; visit date still uses shipment proxy |
+| Export CSV works and opens cleanly | NOT VERIFIED end to end |
+| Placeholder content removed | NOT VERIFIED |
+| Browser smoke test passes | NOT RUN |
+| Data handling rules documented | PASS |
+| Real PHI blocked | PASS |
+| Pilot success metrics written down | PASS |
+
+Update this table every build session. Re-count PASS items before quoting a % to anyone.
+
+## What Is Tabled — Do Not Build Yet
+
+| Item | Phase | Reason |
+|---|---|---|
+| AWS infrastructure | Post-pilot | Railway is sufficient until live PHI contracts signed |
+| Dexcom OAuth API | Phase 2 | Requires vendor agreement + PHI scope expansion |
+| Billing system API (Brightree, etc.) | Phase 2 | Build after pilot reveals which systems suppliers use |
+| CMS / Salesforce integration | Phase 2 | Pilot feedback needed first |
+| Prescriber fax automation | Phase 2 | Manual outreach sufficient for pilot |
+| Patient-facing SMS | Phase 3 | PHI transmission requires BAA + consent layer |
+| Doc upload + AI validation | Phase 2 | Explicitly deferred |
+| Consortium strategy | 18-24 months | Need 15+ paying Level 1 suppliers first |
 
 ## Instructions for Claude Code Sessions
-- Work only on Level 1 scope
+- Work only on pilot-scope items from the checklist above
 - Never suggest adding PHI fields beyond patient_id
 - Flag any vendor integration that would require a new BAA
 - When building calculations, reference payer_rules.json for wear days
 - When building audit logs, always hash patient_id before storing
-- If asked about Phase 2/3, acknowledge and defer — do not spec or build
+- Use "resupply" not "refill" — CGM supply allowances are exempt from Medicare refill rules
-- Use "resupply" not "refill". CGM supply allowances are exempt from Medicare refill rules
+- Always calculate progress against the whitepaper checklist table above — not subjective feel
+- Before quoting any % complete to Kisa, count the PASS items in the checklist

python-backend/core/coverage_calculator.py

@@ -97,9 +97,43 @@ def _get_wear_days(rules: dict, device_type: str, component: str) -> int:
     return wear_days
 
 
+_COMMERCIAL_KEYWORDS = {
+    "aetna", "united", "unitedhealthcare", "cigna", "humana",
+    "bcbs", "blue cross", "blue shield", "anthem", "molina",
+    "centene", "wellcare", "oscar", "ambetter", "carefirst",
+    "highmark", "geisinger", "kaiser", "commercial",
+}
+
+
+def _normalize_payer(payer: str) -> str:
+    """
+    Map raw DME CSV payer strings to canonical payer_rules.json keys.
+
+    "Medicare Part B"  → "medicare"
+    "Medicaid - GA"    → "medicaid"
+    "Aetna PPO"        → "commercial"
+
+    Preserves original value in CoverageResult.payer for display.
+    """
+    s = payer.strip().lower()
+    if "medicare" in s:
+        return "medicare"
+    if "tricare for life" in s or s == "tfl":
+        return "medicare"
+    if "medicaid" in s:
+        return "medicaid"
+    if "tricare" in s:
+        return "commercial"
+    for keyword in _COMMERCIAL_KEYWORDS:
+        if keyword in s:
+            return "commercial"
+    return s
+
+
 def _get_payer_config(rules: dict, payer: str) -> dict:
     payer_rules = rules.get("payer_rules", {})
-    return payer_rules.get(payer.lower(), payer_rules.get("default", {}))
+    normalized = _normalize_payer(payer)
+    return payer_rules.get(normalized, payer_rules.get("default", {}))
 
 
 def _compute_priority(flag: CoverageFlag, days_until_end: int) -> int:

signal-ui/pnpm-workspace.yaml

@@ -1,2 +1,2 @@
 allowBuilds:
-  '@clerk/shared': set this to true or false
+  '@clerk/shared': true

signal-ui/vercel.json

@@ -0,0 +1,3 @@
+{
+  "rewrites": [{ "source": "/(.*)", "destination": "/index.html" }]
+}