Commit graph

12 commits

Author SHA1 Message Date
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
76386bf175 feat: 7-state worklist framework — DMEPOS billing language
Labels: On Track, Clear to Ship, Begin Outreach, Confirm Appointment,
Escalate, Docs Required, New Patient

- SUPPLY_LAPSED → Docs Required
- VISIT_REQUIRED + RENEWAL_CRITICAL → Escalate
- RENEWAL_ELEVATED → Confirm Appointment
- RENEWAL_SOON → Begin Outreach
- RESUPPLY_READY → Clear to Ship (teal, checkmark, positive)
- ACTIVE → On Track
- TRANSFER_PENDING → New Patient (covers transfers + new CGM starts)
- Action text updated to DMEPOS billing staff language throughout

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-07 16:07:26 -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
07120ec062 update CLAUDE.md and coverage calculator; add n8n content radar workflow, vercel SPA rewrite, and ui workspace config
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-02 00:41:49 -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
4a0e043a6d add phase 2 supabase persistence layer
- 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>
2026-05-29 06:50:34 -04:00
Kisa
cf171a3f87 add Phase 1 security hardening, mapping confidence, audit logging, pilot docs
- 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>
2026-05-29 05:41:25 -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
Kisa
0af32ec983 chore: add .vercel to gitignore; clarify export button label
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-19 12:50:25 -04:00
Kisa
e3afd9038c feat: FastAPI backend + full deployment stack (Railway + Vercel)
- FastAPI backend: /health, /api/upload (CSV parse + score), /api/export (work queue CSV)
- CSV normalizer: tolerates 10+ header aliases per field, 8 date formats, all 5 devices, all major payers
- Python coverage_calculator wired as the authoritative scoring engine
- Frontend: backend-first upload with local fallback, export CSV wired, J. Sullivan placeholder removed
- Dockerfile + railway.toml for Railway deploy
- vercel.json for static frontend deploy
- Railway MCP installed for future sessions

Backend live: https://signal-api-production-91c2.up.railway.app
Frontend live: https://signal-ui-xi.vercel.app

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-18 19:01:35 -04:00
Kisa
92405f64e6 feat: signal-ui demo — outreach worklist with CSV upload and supply status logic
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>
2026-05-12 05:10:08 -04:00