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>
Full client-mapped plan_type pipeline: complete header alias set (bare
'plan'/'plan_name' stay payer aliases), value canonicalization map (Medicare
Part B / FFS / MA / Part C / private / employer etc), unrecognized values
grade Plan Type Needed with a hashed once-per-value warning. Once-per-batch
deprecation fence when records lack plan_type (timing guesses from payer,
legacy; readiness never does). CSVImport mapping review gains Plan Type.
All 66 demo/drift fixture CSVs authored with plan_type columns (variant
headers + variant values on the drift corpus); corpus sweep: 66/66 map, 100%
typed. Echo paths canonicalize through the same value map (audit Low fixed).
_normalize_payer and the default config entry remain untouched (Phase 2c,
Kisa-gated). Independent audit: SHIP. 169 tests green.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Ends the override leak: an SWO/PA save now applies to one device's line, not
every device the patient has. doc_status gains device_type ('' = legacy
patient-scoped row, applies until re-saved); the old unique key is dropped by
introspected name and replaced with the 4-col scope key. Staff overrides now
FEED THE VERDICT (device-scoped, staff wins over the CSV cell) instead of
display-only; visit overrides keep their patient-scoped fan-out via
confirmed_visits. PUT /api/doc-status and /api/confirm-visit accept an
optional echo of the patient's lines and return {lines, rollup_status}
recomputed through the same engine (stateless, no batch rebuild). Frontend
minimal fix: doc-status state and writes keyed patient:device. Independent
audit: SHIP (migration reproduced empirically on both old-key shapes; guard
scoped per its nit). 162 tests green.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
The backend master SIGNAL_API_KEY had leaked via two paths:
- baked into the public Vite bundle via VITE_SIGNAL_API_KEY (Vercel)
- hardcoded as a fallback in scripts/signal_e2e_test.py
The key has been rotated on Railway (old value now returns 401) and the
VITE_SIGNAL_API_KEY var removed from Vercel. This commit removes the two
code paths so the master key can never be re-baked or re-committed:
- signal-ui/src/lib/api.js: drop the X-API-Key fallback entirely; the
frontend now authenticates only with the signed-in user's Clerk token
- scripts/signal_e2e_test.py: read SIGNAL_API_KEY from env only; exit if unset
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
- ClerkProvider now sets signInUrl/afterSignInUrl to signal-ui-xi.vercel.app so
invitation emails and sign-in links land on the webapp not Clerk's hosted page
- Stoplight colors on status badges (red/amber/teal/green)
- Clear to Ship shows checkmark instead of dot
- Filter tabs include count + percentage
- EmptyState V2: "Drop your file here" heading
- Legend bar removed from worklist header (redundant with tabs)
- Pilot readiness at 13/13 (100%) as of 2026-06-16
- Signal Intelligence spec added to docs
Co-Authored-By: Claude Sonnet 4.6 (1M context) <noreply@anthropic.com>
- 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>
- 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>
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>
