Reframe healthcare filing as standard vs expedited; e2e test + bug fixes
Copy: drop paper/electronic/fax framing across the revalidation + enrollment marketing pages and the order-confirmation email; present two service tiers: - Standard filing (no CMS account; we prepare CMS-855, you sign, we submit to MAC) - Expedited filing (CMS I&A surrogate access; same-day PECOS filing + tracking) Internal worker todos + the _STANDARD_FILING_SLUGS identifier updated to match. New scripts/test_healthcare_e2e.py validates the whole order line (slug consistency x6 places, price agreement, intake field collection+enforcement, worker dispatch, handler execution producing CMS-855 PDF+anchor, free-tool action_urls). 45 checks. Bugs found + fixed by the test: - medicare-enrollment requires practice_state server-side but the wizard never enforced it -> orders could be paid then stall. Wizard now requires it. - determine_form_type defaulted org NPIs to the individual 855I because enumeration_type is never collected -> wrong form, CMS rejection. Now does a live NPPES lookup (safe 855I fallback).
This commit is contained in:
justin
parent
5cfe9702e2
commit
695ace207c
7 changed files with 381 additions and 54 deletions
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@ -23,6 +23,7 @@ from __future__ import annotations
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import io
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import logging
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import re
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from pathlib import Path
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LOG = logging.getLogger("cms855_pdf_filler")
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@ -93,15 +94,45 @@ def _split_name(full: str) -> tuple[str, str, str]:
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return parts[0], parts[1][0], " ".join(parts[2:])
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def _lookup_enumeration_type(npi: str) -> str:
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"""Best-effort NPPES lookup of an NPI's enumeration_type (NPI-1 / NPI-2).
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Returns "" if the NPI is missing, malformed, or the lookup fails — callers
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fall back to the individual form (855I), the safe default.
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"""
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npi = (npi or "").strip()
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if not re.fullmatch(r"\d{10}", npi):
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return ""
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try:
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import json as _json
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from urllib.request import urlopen
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url = f"https://npiregistry.cms.hhs.gov/api/?version=2.1&number={npi}"
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with urlopen(url, timeout=8) as resp: # nosec - public, read-only
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data = _json.loads(resp.read().decode("utf-8"))
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results = data.get("results") or []
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if results:
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return (results[0].get("enumeration_type") or "").upper()
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except Exception:
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LOG.warning("NPPES enumeration_type lookup failed for %s", npi)
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return ""
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def determine_form_type(slug: str, intake: dict) -> str:
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"""Pick which 855 form applies for the order."""
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"""Pick which 855 form applies for the order.
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Org NPIs (Type 2 / NPI-2) revalidate/enroll on 855B; individuals on 855I.
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The wizard does not collect enumeration_type, so when it is absent we look
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it up live from NPPES rather than silently defaulting an organization to the
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wrong (individual) form, which CMS would reject.
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"""
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if slug not in ("npi-revalidation", "medicare-enrollment"):
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return "855i"
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enum_type = (intake.get("enumeration_type") or "").upper()
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if slug == "npi-revalidation":
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# Org NPIs (Type 2) revalidate on 855B; individuals on 855I.
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return "855b" if enum_type in ("NPI-2", "2", "ORGANIZATION") else "855i"
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if slug == "medicare-enrollment":
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return "855b" if enum_type in ("NPI-2", "2", "ORGANIZATION") else "855i"
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return "855i"
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if not enum_type:
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enum_type = _lookup_enumeration_type(intake.get("npi", ""))
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return "855b" if enum_type in ("NPI-2", "2", "ORGANIZATION") else "855i"
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def fill_cms855(form_type: str, intake: dict, order_number: str = "") -> tuple[bytes, list[dict], list[str]]:
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284
scripts/test_healthcare_e2e.py
Normal file
284
scripts/test_healthcare_e2e.py
Normal file
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@ -0,0 +1,284 @@
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#!/usr/bin/env python3
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"""End-to-end consistency + flow test for the Healthcare / NPI ordering line.
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Validates the full order path across all wiring points and runs the worker
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handlers for real (PDF generation, todo creation), catching logical errors.
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Checks:
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1. Slug consistency across all 5 registration points.
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2. Pricing agreement (catalog vs intake manifest vs ERPNext www/orders).
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3. Intake manifest steps + the wizard collects every server-required field.
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4. Worker dispatch maps every slug to a handler.
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5. Each handler runs end-to-end (mocked DB/MinIO/esign) and produces the
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right artifacts: CMS-855 PDF + signature anchor for filing slugs, todo
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for all.
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6. The free-tool action_urls point at real order/service slugs.
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Run: python3 scripts/test_healthcare_e2e.py
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Exit code 0 = all pass, 1 = failures.
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"""
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import json
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import re
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import sys
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from pathlib import Path
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ROOT = Path(__file__).resolve().parents[1]
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sys.path.insert(0, str(ROOT / "scripts"))
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HEALTHCARE_SLUGS = [
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"npi-revalidation", "npi-reactivation", "nppes-update",
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"medicare-enrollment", "oig-sam-screening", "provider-compliance-bundle",
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]
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# Slugs that should generate a CMS-855 PDF + e-sign anchor.
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FILING_SLUGS = {"npi-revalidation", "npi-reactivation", "medicare-enrollment"}
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failures: list[str] = []
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passes: list[str] = []
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def ok(msg):
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passes.append(msg)
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def fail(msg):
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failures.append(msg)
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def read(p: Path) -> str:
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return (ROOT / p).read_text()
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# ── 1. Slug consistency across the 5 registration points ──────────────────
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def check_slug_consistency():
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sources = {
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"compliance-orders.ts (catalog)": ("api/src/routes/compliance-orders.ts",
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r'"(npi-[a-z-]+|nppes-update|medicare-enrollment|oig-sam-screening|provider-compliance-bundle)":\s*\{'),
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"compliance-orders.ts (intake reqs)": ("api/src/routes/compliance-orders.ts",
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r'"(npi-[a-z-]+|nppes-update|medicare-enrollment|oig-sam-screening|provider-compliance-bundle)":\s*\{ required'),
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"intake_manifest.ts (steps)": ("site/src/lib/intake_manifest.ts",
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r'"(npi-[a-z-]+|nppes-update|medicare-enrollment|oig-sam-screening|provider-compliance-bundle)":\s*\['),
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"intake_manifest.ts (meta)": ("site/src/lib/intake_manifest.ts",
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r'"(npi-[a-z-]+|nppes-update|medicare-enrollment|oig-sam-screening|provider-compliance-bundle)":\s*\{ name'),
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"www/orders.py": ("performancewest_erpnext/performancewest_erpnext/www/orders.py",
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r'"(npi-[a-z-]+|nppes-update|medicare-enrollment|oig-sam-screening|provider-compliance-bundle)":'),
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"services/__init__.py (dispatch)": ("scripts/workers/services/__init__.py",
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r'"(npi-[a-z-]+|nppes-update|medicare-enrollment|oig-sam-screening|provider-compliance-bundle)":\s*\w+Handler'),
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}
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want = set(HEALTHCARE_SLUGS)
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for label, (path, pat) in sources.items():
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try:
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txt = read(Path(path))
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except FileNotFoundError:
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fail(f"[slugs] file missing: {path}")
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continue
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found = set(re.findall(pat, txt))
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missing = want - found
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extra = found - want
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if missing:
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fail(f"[slugs] {label}: MISSING {sorted(missing)}")
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elif extra:
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fail(f"[slugs] {label}: UNEXPECTED {sorted(extra)}")
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else:
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ok(f"[slugs] {label}: all 6 present")
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# ── 2. Pricing agreement ──────────────────────────────────────────────────
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def check_pricing():
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cat = read(Path("api/src/routes/compliance-orders.ts"))
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man = read(Path("site/src/lib/intake_manifest.ts"))
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def prices(txt):
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out = {}
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for slug in HEALTHCARE_SLUGS:
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m = re.search(rf'"{re.escape(slug)}":\s*\{{[^}}]*?price_cents:\s*(\d+)', txt, re.S)
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if m:
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out[slug] = int(m.group(1))
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return out
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cprices, mprices = prices(cat), prices(man)
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for slug in HEALTHCARE_SLUGS:
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c, m = cprices.get(slug), mprices.get(slug)
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if c is None:
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fail(f"[price] {slug}: no price in catalog")
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elif m is None:
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fail(f"[price] {slug}: no price in intake manifest")
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elif c != m:
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fail(f"[price] {slug}: catalog {c} != manifest {m}")
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else:
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ok(f"[price] {slug}: ${c/100:.0f} consistent")
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# ── 3. Intake: wizard collects every server-required field ────────────────
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def check_intake_fields():
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cat = read(Path("api/src/routes/compliance-orders.ts"))
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step = read(Path("site/src/components/intake/steps/NpiIntakeStep.astro"))
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# Fields the wizard writes into intake_data (from PW.set({...}) block).
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set_block = re.search(r"PW\.set\(\{[^}]*intake_data:\s*\{(.+?)\}\}\)", step, re.S)
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collected = set(re.findall(r"(\w+):", set_block.group(1))) if set_block else set()
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# Fields the wizard *enforces* as required (the `missing.push` validations).
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enforced = set()
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if "npi-provider-name" in step and "missing.push" in step:
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if 'val("npi-provider-name")' in step: enforced.add("provider_name")
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if 'val("npi-number")' in step or "val(\"npi-number\")" in step: enforced.add("npi")
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if 'val("npi-email")' in step: enforced.add("email")
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# Slug-conditional enforcement: e.g. practice_state is only required when
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# the active service is medicare-enrollment. Map field -> {slugs}.
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conditional_enforced = {}
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if 'activeSlugs.includes("medicare-enrollment")' in step and 'val("npi-practice-state")' in step:
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conditional_enforced["practice_state"] = {"medicare-enrollment"}
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for slug in HEALTHCARE_SLUGS:
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m = re.search(rf'"{re.escape(slug)}":\s*\{{ required:\s*\[([^\]]*)\]', cat)
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if not m:
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fail(f"[intake] {slug}: no required-fields entry in catalog")
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continue
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required = set(re.findall(r'"([a-z_]+)"', m.group(1)))
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# every required field must be collectable by the wizard
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not_collected = required - collected
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if not_collected:
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fail(f"[intake] {slug}: required {sorted(not_collected)} NOT collected by wizard")
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# every required field must be *enforced* — either always, or
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# conditionally for this slug.
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not_enforced = set()
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for fld in required - enforced:
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if slug not in conditional_enforced.get(fld, set()):
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not_enforced.add(fld)
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if not_enforced:
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fail(f"[intake] {slug}: required {sorted(not_enforced)} collected but NOT validated as required in wizard")
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if not not_collected and not not_enforced:
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ok(f"[intake] {slug}: all required fields collected + enforced")
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# ── 4 & 5. Worker dispatch + handler execution ────────────────────────────
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def check_handlers():
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import asyncio
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import workers.services.npi_provider as npi
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from workers.services import SERVICE_HANDLERS
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for slug in HEALTHCARE_SLUGS:
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if slug not in SERVICE_HANDLERS:
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fail(f"[dispatch] {slug}: no handler registered")
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continue
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ok(f"[dispatch] {slug}: -> {SERVICE_HANDLERS[slug].__name__}")
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# Run each handler with mocked IO and verify artifacts.
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captured = {}
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def fake_todo(self, order_number, intake, title, description, priority="normal"):
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captured.setdefault(self.SERVICE_SLUG, {})["todo"] = {"title": title, "desc": description}
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esign_calls = {}
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def fake_esign(self, order_number, intake, provider, customer_email, form_type, document_key, anchors):
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esign_calls[self.SERVICE_SLUG] = {"form_type": form_type, "anchors": anchors, "key": document_key}
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return True # pretend esign + email succeeded
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# Stub MinIO upload inside the filler path by stubbing _generate_855... upload
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orig_gen = npi._BaseNPIHandler._generate_855_for_signing
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def gen_no_upload(self, order_number, intake, provider, customer_email):
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from document_gen.templates.cms855_pdf_filler import determine_form_type, fill_cms855
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ft = determine_form_type(self.SERVICE_SLUG, intake)
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pdf, anchors, missing = fill_cms855(ft, intake, order_number)
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captured.setdefault(self.SERVICE_SLUG, {})["pdf"] = {"len": len(pdf), "anchors": anchors, "missing": missing, "form_type": ft}
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# exercise the esign record path (stubbed)
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self._create_855_esign_record(order_number, intake, provider, customer_email, ft, f"compliance/{order_number}/cms{ft}.pdf", anchors)
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return f"CMS-{ft.upper()} generated ({len(pdf)} bytes)"
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npi._BaseNPIHandler._create_todo = fake_todo
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npi._BaseNPIHandler._create_855_esign_record = fake_esign
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npi._BaseNPIHandler._generate_855_for_signing = gen_no_upload
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intake = {
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"npi": "1234567893", "provider_name": "Jane Q Smith", "email": "jane@example.com",
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"dob": "01011980", "practice_state": "CA", "enumeration_type": "NPI-1",
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}
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for slug in HEALTHCARE_SLUGS:
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h = SERVICE_HANDLERS[slug]()
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order = {"order_number": f"CO-T-{slug}", "customer_name": "Jane Q Smith",
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"customer_email": "jane@example.com", "intake_data": dict(intake)}
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try:
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asyncio.run(h.process(order))
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except Exception as e:
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fail(f"[handler] {slug}: raised {type(e).__name__}: {e}")
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continue
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c = captured.get(slug, {})
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if "todo" not in c:
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fail(f"[handler] {slug}: no admin todo created")
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else:
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ok(f"[handler] {slug}: admin todo created")
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if slug in FILING_SLUGS:
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if "pdf" not in c:
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fail(f"[handler] {slug}: expected CMS-855 PDF, none generated")
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else:
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pdf = c["pdf"]
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if pdf["len"] < 10000:
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fail(f"[handler] {slug}: PDF suspiciously small ({pdf['len']} bytes)")
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elif not pdf["anchors"]:
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fail(f"[handler] {slug}: PDF has NO signature anchor (form={pdf['form_type']})")
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else:
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a = pdf["anchors"][0]
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need = {"field", "page", "x", "y", "w", "h", "page_w", "page_h"}
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if not need.issubset(a):
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fail(f"[handler] {slug}: anchor missing keys {need - set(a)}")
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else:
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ok(f"[handler] {slug}: CMS-{pdf['form_type'].upper()} {pdf['len']}B + anchor on page {a['page']}")
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if slug not in esign_calls:
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fail(f"[handler] {slug}: esign record was not requested")
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else:
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ok(f"[handler] {slug}: esign record requested (form {esign_calls[slug]['form_type']})")
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else:
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if "pdf" in c:
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fail(f"[handler] {slug}: unexpectedly generated a CMS-855 PDF (should not)")
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else:
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ok(f"[handler] {slug}: correctly skips CMS-855 generation")
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# ── 6. Free-tool action_urls point at real slugs ──────────────────────────
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def check_free_tool_links():
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try:
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lookup = read(Path("api/src/routes/npi-lookup.ts"))
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except FileNotFoundError:
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fail("[tool] npi-lookup.ts missing")
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return
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urls = set(re.findall(r'action_url:\s*"(/(?:order|services/healthcare)[^"]*)"', lookup))
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order_pages = {p.stem for p in (ROOT / "site/src/pages/order").glob("*.astro")}
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for u in sorted(urls):
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if u.startswith("/order/"):
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slug = u.split("/order/")[1].strip("/")
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if slug not in order_pages:
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fail(f"[tool] action_url {u} -> no order page /order/{slug}.astro")
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else:
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ok(f"[tool] action_url {u} resolves")
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else:
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# /services/healthcare[/x]
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tail = u.replace("/services/healthcare", "").strip("/")
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target = ROOT / "site/src/pages/services/healthcare" / (f"{tail}.astro" if tail else "index.astro")
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if not target.exists():
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fail(f"[tool] action_url {u} -> no page {target.relative_to(ROOT)}")
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else:
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ok(f"[tool] action_url {u} resolves")
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def main():
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check_slug_consistency()
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check_pricing()
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check_intake_fields()
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check_handlers()
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check_free_tool_links()
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print("\n".join(f" PASS {p}" for p in passes))
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if failures:
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print("\n".join(f" FAIL {f}" for f in failures))
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print(f"\n{len(passes)} passed, {len(failures)} FAILED")
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sys.exit(1)
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print(f"\nALL {len(passes)} CHECKS PASSED")
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if __name__ == "__main__":
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main()
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@ -41,7 +41,7 @@ _SLUG_META = {
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"enrollment record, and submit. Capture the PECOS tracking ID."
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),
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"access": (
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"PECOS via CMS I&A surrogacy (preferred). Fallback: paper CMS-855I/B/R, provider wet-signs cert page, mail to provider's MAC."
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"Standard: prepare CMS-855I/B/R, provider signs cert, submit to MAC. Expedited: file in PECOS via CMS I&A surrogate access."
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),
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"priority": "high",
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},
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@ -53,7 +53,7 @@ _SLUG_META = {
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"reason, correct any stale data, and re-certify the record."
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),
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"access": (
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"NPPES via CMS I&A surrogacy. No paper option (NPPES is web-only)."
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"NPPES via CMS I&A surrogate access (online-only)."
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),
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"priority": "high",
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},
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@ -66,7 +66,7 @@ _SLUG_META = {
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"changes and certify."
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),
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"access": (
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"NPPES via CMS I&A surrogacy. No paper option (NPPES is web-only)."
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"NPPES via CMS I&A surrogate access (online-only)."
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),
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"priority": "normal",
|
||||
},
|
||||
|
|
@ -78,7 +78,7 @@ _SLUG_META = {
|
|||
"Confirm taxonomy, practice location, and authorized official."
|
||||
),
|
||||
"access": (
|
||||
"PECOS via CMS I&A surrogacy (preferred). Fallback: paper CMS-855, provider wet-signs, mail to MAC."
|
||||
"Standard: prepare CMS-855, provider signs cert, submit to MAC. Expedited: file in PECOS via CMS I&A surrogate access."
|
||||
),
|
||||
"priority": "high",
|
||||
},
|
||||
|
|
@ -104,17 +104,17 @@ _SLUG_META = {
|
|||
"record. Set the next revalidation reminder."
|
||||
),
|
||||
"access": (
|
||||
"PECOS/NPPES via CMS I&A surrogacy; screening is public. Paper CMS-855 fallback for the enrollment/revalidation piece."
|
||||
"Standard CMS-855 filing for the enrollment/revalidation piece; NPPES + PECOS via CMS I&A surrogate access; screening is public."
|
||||
),
|
||||
"priority": "high",
|
||||
},
|
||||
}
|
||||
|
||||
# Slugs whose fulfilment includes a paper CMS-855 (auto-filled official form,
|
||||
# e-signed, then printed + USPS Priority-mailed to the provider's MAC). The
|
||||
# Slugs whose fulfilment includes a CMS-855 (auto-filled official form, signed
|
||||
# via the secure e-sign link, then submitted to the provider's MAC). The
|
||||
# bundle's revalidation piece is handled by the dedicated revalidation order it
|
||||
# spawns, so it is not listed here.
|
||||
_PAPER_855_SLUGS = {
|
||||
_STANDARD_FILING_SLUGS = {
|
||||
"npi-revalidation",
|
||||
"npi-reactivation",
|
||||
"medicare-enrollment",
|
||||
|
|
@ -151,16 +151,16 @@ class _BaseNPIHandler:
|
|||
)
|
||||
|
||||
# For PECOS enrollment/revalidation we generate the official CMS-855,
|
||||
# send it for e-signature, then a human prints + USPS-mails it to the MAC.
|
||||
paper_note = ""
|
||||
if self.SERVICE_SLUG in _PAPER_855_SLUGS:
|
||||
# send it for e-signature, then a human submits it to the MAC.
|
||||
filing_note = ""
|
||||
if self.SERVICE_SLUG in _STANDARD_FILING_SLUGS:
|
||||
try:
|
||||
paper_note = self._generate_855_for_signing(
|
||||
filing_note = self._generate_855_for_signing(
|
||||
order_number, intake, provider, customer_email
|
||||
)
|
||||
except Exception as exc: # never block the admin todo on PDF issues
|
||||
LOG.error("[%s] CMS-855 generation failed: %s", order_number, exc)
|
||||
paper_note = f"CMS-855 auto-generation FAILED ({exc}); prepare the form manually."
|
||||
filing_note = f"CMS-855 auto-generation FAILED ({exc}); prepare the form manually."
|
||||
|
||||
description = (
|
||||
f"{meta['action']}\n\n"
|
||||
|
|
@ -171,9 +171,9 @@ class _BaseNPIHandler:
|
|||
f"Practice state: {practice_state or 'not provided'}\n"
|
||||
f"Portal: {meta['portal']}\n"
|
||||
f"Access model: {meta['access']}\n"
|
||||
+ (f"\n{paper_note}\n" if paper_note else "")
|
||||
+ (f"\n{filing_note}\n" if filing_note else "")
|
||||
+ "\nReview-staged: complete/verify the form, get it signed, then "
|
||||
"print and USPS Priority Mail it to the provider's MAC (or file in "
|
||||
"submit it to the provider's MAC (standard), or file in "
|
||||
"PECOS if surrogate access was granted). Mark this order complete."
|
||||
)
|
||||
|
||||
|
|
@ -191,7 +191,7 @@ class _BaseNPIHandler:
|
|||
|
||||
Returns a human-readable note for the admin todo describing what was
|
||||
generated and what still needs manual completion. The signed PDF is
|
||||
printed and USPS Priority-mailed to the MAC by the fulfilment team.
|
||||
submitted to the MAC by the fulfilment team.
|
||||
"""
|
||||
try:
|
||||
from scripts.document_gen.templates.cms855_pdf_filler import (
|
||||
|
|
@ -231,13 +231,13 @@ class _BaseNPIHandler:
|
|||
)
|
||||
|
||||
note_lines = [
|
||||
f"PAPER CMS-{form_type.upper()} generated (official form, auto-filled where possible).",
|
||||
f"CMS-{form_type.upper()} generated (official form, auto-filled where possible).",
|
||||
f"Unsigned PDF: {document_key}",
|
||||
]
|
||||
if signed and customer_email:
|
||||
note_lines.append(f"E-sign link emailed to {customer_email}. After signing, print + USPS Priority Mail to the MAC.")
|
||||
note_lines.append(f"E-sign link emailed to {customer_email}. After signing, submit to the MAC (standard) or file via PECOS surrogate access (expedited).")
|
||||
else:
|
||||
note_lines.append("No customer email or esign infra — send the form for wet signature manually.")
|
||||
note_lines.append("No customer email or esign infra — send the form for signature manually.")
|
||||
if missing:
|
||||
note_lines.append("MANUAL COMPLETION NEEDED:")
|
||||
note_lines.extend(f" - {m}" for m in missing)
|
||||
|
|
|
|||
Loading…
Add table
Add a link
Reference in a new issue