core/rules.py format-tolerant readers + stable registry (R001-R004 plan-scoped,
R100-R102 universal per LCD L33822). payer_rules.json wrapped in the same
commit as both engine readers (coupling hazard closed). Every DocItem now
cites the rule that decided it; NOT_EVALUATED cites nothing. Independent
audit: SHIP (registry-drift test added per its L2 finding). 138 tests green.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Group normalized shipment rows into deduped shipments and gradeable
coverage lines (patient -> device -> shipment), the structural fix for the
row-keyed worklist bug (six months of orders no longer = six worklist lines).
- Locked dedup key (patient_id, device_type, date_of_service); order_number
is display-only. Monthly resupplies stay separate, not duplicates.
- Client-mapped plan_type carried through, never guessed from payer name;
conflicting plan types in a group route to "plan type needed".
- Quantity merge: sum across distinct component configs, max within a config
(duplicate guard) with a warning breadcrumb on disagreement.
- CGM gradeable this phase; pumps preserved/displayed but not graded.
Additive only: not yet wired into the live pipeline, grading unchanged.
30 tests green (full suite 46), code-auditor reviewed (M1/M2/L1/L2/L3 fixed).
Design: docs/dedup-design-2026-06-24.md, docs/readiness-model-brief-2026-06-23.md
Co-Authored-By: Claude Opus 4.8 (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>
- 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>
