Commit graph

10 commits

Author SHA1 Message Date
Kisa
6181de74ed feat: patient-nested worklist — the true-green display (plan 02, P6)
The worklist now shows one row per patient carrying the rollup verdict,
expanding into device coverage lines with doc checklists and rule citations.
Green is earned only from the readiness verdict. Kisa-approved design
(mockup v2, decisions A/B/C/D/E locked 2026-07-07): purple Plan Type Needed
badge + Map-the-plan-type CTA; ◇ column-not-mapped chips; not-processed
strip with download; Data-gaps filter (honest labels, no sixth status);
extended legend; per-line work-queue export (backend lines[] support,
audit-logged). Tabs count patients. SWO/PA cycling is device-scoped and
returns the re-rolled patient through the P4 echo contract; Confirm Visit
fans out across the patient's echoed lines. Legacy table remains at
?legacy=1 (its DOCS_REQUIRED stopgap intentionally kept while it exists —
literal deviation from the plan's remove-in-same-change line, logged).
Independent audit: SHIP; its MEDIUM (line-identity merge collision) and two
LOWs fixed in-commit. 171 backend tests green; frontend builds clean.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-07 06:37:04 -04:00
Kisa
42a79c6682 add pitch assets, fix UI and backend bugs, add test utilities
- add 3 signal pitch assets (workflow flowchart, market opportunity, win-win-win) as HTML + PNG
- fix doc_state_machine cascade and supplied sentinel flags
- fix CSVImport mapping review, WorklistTable colored bullets and expand row
- fix App.jsx auth gate, api.js CORS handling
- add signal E2E test script and stress test generator

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-19 12:52:29 -04:00
Kisa
1d95bb2ab2 feat: doc status persistence, empty state, status legend, and Clear to Ship guard
- Doc status click-to-update: SWO and PA cycle through states and persist to Supabase
- Status legend added to worklist header
- Empty state with file-open prompt for first-time users
- Device normalizer expanded for broader CGM variant coverage
- Warm cream text applied globally for secondary/muted UI elements
- Drag-drop CSV import support
- CORS root cause fixed via Railway ALLOWED_ORIGINS env var
- DOCS_REQUIRED badge: RESUPPLY_READY patients with open cascade items now show
  amber Docs Required instead of green Clear to Ship, preventing premature shipment

Co-Authored-By: Claude Sonnet 4.6 (1M context) <noreply@anthropic.com>
2026-06-14 05:09:06 -04:00
Kisa
63093990d2 Add empty state, mapping review, confirmation step, copy rewrites, active patient indicator
- 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>
2026-06-10 17:13:16 -04:00
Kisa
d197c529ce fix: demo readiness — filter flags, auth, active display, sidebar org, visit validation
- coverage.js: correct 7-tier flag names matching backend (was OUT_OF_COVERAGE etc.)
- Sidebar: dynamic org name from Clerk useOrganization (was hardcoded "Demo Supplier")
- App.jsx: fix undefined escalateCount/outreachCount crash
- Privacy.jsx: replace personal email with privacy@sttilsolutions.com
- api.js + ConfirmVisitModal: Confirm Visit uses Clerk Bearer token (was 401 on Vercel)
- WorklistTable: ACTIVE rows show next visit due date
- main.py: server-side 6-month qualifying visit validation
- CLAUDE.md: pilot readiness checklist updated to 65%
- pitch/legal/gaboro-nda.md: STTIL city + Robert Robinson email filled

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-10 00:27:17 -04:00
Kisa
77a1cdb2c0 fix: update UI to 7-state display framework
- 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>
2026-06-07 16:27:25 -04:00
Kisa
bcb1a10fe6 feat: demo MVP — 90/60/45 priority tiers, doc state machine, confirm visit workflow
- New CoverageFlag enum: SUPPLY_LAPSED, VISIT_REQUIRED, TRANSFER_PENDING,
  RENEWAL_CRITICAL/ELEVATED/SOON, RESUPPLY_READY, ACTIVE
- Doc state machine: 5-item payer-dependent status per patient (SWO, Visit,
  PECOS, PA, Diagnosis) with cascade chain
- Confirm Visit endpoint: staff enters prescriber-confirmed date, persisted in
  Supabase confirmed_visits table, survives all future CSV imports
- Supabase migration: 001_add_confirmed_visits.sql (run manually in SQL editor)
- Frontend: Badge rebuilt for 8 flags, DocStatusBar 5-dot display,
  ConfirmVisitModal, expandable WorklistTable rows
- Legal: LOI, NDA, BAA drafts at pitch/legal/ for Nixon Law Group review
- Compliance docs: privacy policy, incident response, data handling
- CSV generator: market_data.json + PA/NJ generator scripts
- 15/15 tests passing

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-07 11:29:33 -04:00
Kisa
d4e5187350 Add OrganizationSwitcher to header
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>
2026-05-29 13:15:37 -04:00
Kisa
ec2cd24bd7 Add Phase 3: Clerk auth with org-scoped data isolation
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>
2026-05-29 12:12:17 -04:00
Kisa
a424ac9d13 feat: add reason strings per patient, fix export headers, add signal-ui source
- 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>
2026-05-26 09:45:02 -04:00