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>
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>
Readiness verdicts now ride additively on /api/upload and /api/confirm-visit:
- core/worklist_readiness.py: ReadinessIndex — row-to-line membership resolved
through the dedup group key (patient_id, device_type, DOS), never re-derived
from a row's own plan_type (kills a reviewer-reproduced false green)
- RecordOut gains plan_type / readiness_status / readiness_items (additive,
default None); UploadResponse gains readiness_stats (reconciles with rows)
- Minimal plan_type CSV mapping (client-supplied, lowercased+trimmed, never
guessed) per the umbrella reactivation plan; full enforcement lands in P5
- Fixes pre-existing record_lookup miss for order-numbered CSVs; fallback
fields now come from the dedup MergedShipment (latest-non-null, collected
order numbers) so doc_state and the verdict grade from the same values
- confirm-visit normalizes plan_type identically to the CSV path
Verification: 132 tests green (108 baseline + 24 wiring/regression);
adversarial 3-lens review + refutation pass (7 findings confirmed, all fixed,
regression-locked); independent code-auditor verdict SHIP; Pi E2E 33/33.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
