- 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>
- 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>
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>
