- doc_state_machine: remove early returns from _build_cascade, surface all 5 doc checks, pecos gated to medicare/MA, pa denied routes to appeal alert
- main.py: add _recommended_next_step_code(), extend RecordOut and export CSV with new columns
- normalizer: accept order_number and hcpcs as pass-through fields
- coverage_calculator: add order_number/hcpcs to ShipmentRecord
- CLAUDE.md: supabase pro plan confirmed 2026-06-10
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Empty state UI: first-time prompt with file selector
- Mapping review step in CSVImport with confidence scores and override dropdowns
- Confirmation step in ConfirmVisitModal (one last look before save)
- Next-priority toast after visit confirmation
- Active patient banner with autosave and one-click return for interruptions
- Simplified cascade to 2-step (what is missing, device shipment at risk)
- Copy rewrites: status labels, doc checklist text, action messages, cascade language
- Pilot readiness updated to 85% (11/13)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
DME wins on patient outcomes despite heavier Part B documentation burden vs pharmacy Part D.
Signal removes the handicap — the pitch framing belongs in the Brand Vault.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Generates 25 PA (Gaboro DME, high challenge) and 25 NJ (Gaboro DME, high
challenge) synthetic CSV files. All 50 files pass normalizer ingestion
(50/50). Adds test-data/.gitignore override so CSV test sets are tracked
despite root-level *.csv exclusion.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add supabase/ to .gitignore (local CLI config should not be committed)
- Create and apply migration 20260607000001_audit_log_worm.sql via CLI:
creates audit_log table with RLS enabled + INSERT/SELECT policies +
WORM policies that block UPDATE and DELETE on all rows
- Update CLAUDE.md compliance checklist: audit_log WORM marked PASS
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
RED At Risk: SUPPLY_LAPSED, VISIT_REQUIRED, RENEWAL_CRITICAL
AMBER Action Needed: RENEWAL_ELEVATED, RENEWAL_SOON, TRANSFER_PENDING
GREEN: Clear to Ship (RESUPPLY_READY), On Track (ACTIVE)
Filter tabs updated to match 3-tier model.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- WorklistTable: consolidate 9 filter tabs to 8 matching 7-state labels
(Docs Required, Escalate, Confirm Appt., Begin Outreach, Clear to Ship,
New Patient, On Track) + add combined "escalate" filter key for
RENEWAL_CRITICAL + VISIT_REQUIRED
- Sidebar: fix broken filter keys (REFILL_WINDOW/VISIT_DUE/OUT_OF_COVERAGE
never matched any r.flag value) - replace with SUPPLY_LAPSED, escalate,
RESUPPLY_READY; update labels to 7-state names
- App: rename Sidebar props to match new framework; update stat cards to
Needs Attention / Outreach in Progress / Clear to Ship
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Lets users switch between orgs (e.g. STTIL Solutions, Gaboro DME)
directly from the top bar without going into account settings.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Backend: JWT middleware validates Clerk tokens on every request,
extracts org ID from claims, enforces org-scoped queries via
Supabase RLS. Frontend: ClerkProvider wraps the app, auth gate
blocks unauthenticated access, UserButton in header, token
injected into every API call. Supabase production wired to trust
Clerk JWTs via Third-Party Auth integration.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- supabase_client.py: lazy singleton client (no-ops when env vars absent)
- persistence.py: persist_upload writes batch, source_files, normalized_records,
mapping_decisions, report_runs; persist_export records export_files
- schema.sql: 11-table schema with RLS + WORM rules for audit/raw tables
- main.py: wire persist_upload/persist_export; add ExportRequest body model
so export accepts {records, batch_id}; batch_id returned on upload response
- api.js: add exportFromBackend helper passing batch_id through
- requirements.txt: add supabase>=2.0.0
- smoke_test.py: update export call to new body format
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- lock CORS to Vercel domain via ALLOWED_ORIGINS env var (removes allow_origins=*)
- add X-API-Key header auth on /api/upload and /api/export
- normalizer: add mapping confidence (high/inferred), new aliases for Acct #,
Member ID, External Patient Ref, DME Description, dispensedate; 63/63 CSV files pass
- coverage_calculator: add RULE_VERSION = "v0.1", rule_version on every CoverageResult
- main.py: audit logging wired on upload + export, rule_version + mapping_summary in response
- generate_samples.py: 25 CSV files now use 25 different real-world header formats
- add generate_10k.py for 10,000-patient synthetic dataset
- add tests/smoke_test.py (passes against local backend)
- add docs/pilot-guide-v1.md for Robert Robinson pilot onboarding
- add docs/daniel-pilot-readiness-whitepaper.md and .pdf
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add _build_reason() to backend — per-patient reason strings with specific
day counts (e.g. "Supply lapsed 70 days ago. Prescriber contact required.")
- Add reason field to RecordOut model and backend /api/export CSV
- Fix export column headers: Coverage End Date → Resupply End Date,
Days Until Coverage End → Days Until Resupply End
- Pass reason through apiRecordToLocal in frontend api.js
- Display reason as muted sub-line under status badge in WorklistTable
- Add reason column to client-side CSVExport
- Add signal-ui React source to repo (was untracked)
- CLAUDE.md: add Billing and CMS integrations to Phase 2 deferred table
- research: restore Section 14 stat verification (May 23 recovery)
Deployed to Railway production — health check confirmed live.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Dark/light mode, dynamic stat badges, Supply Lapsed / Renewal Due / Resupply Ready / Active flags, priority scoring, PHI footer. Deployed live at signal.sttilsolutions.com.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Three-model business analysis (asset sale, direct SaaS, distribution licensing)
with compliance costs, revenue projections, phased roadmap, SSDI/SGA notes, and
founder recommendation. Paired HIPAA deployment analysis covers 2026 mandatory
controls, PHI architecture gaps, hosting cost comparison, and zero-PHI pilot
strategy. Documents cross-reference each other.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
