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feat: policy intelligence pre-check for EHR demo #34

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Merged
rsalus merged 10 commits into from
Mar 8, 2026
Merged

feat: policy intelligence pre-check for EHR demo #34

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3e8f1c9
feat: add PreCheckCriterion type and demo data for policy pre-check
rsalus Mar 5, 2026
ae71182
feat: add PAReadinessWidget, EvidenceTag, and evidence trail
rsalus Mar 5, 2026
aac5737
feat: integrate policy pre-check into EHR demo flow
rsalus Mar 5, 2026
567059e
fix: address CI failure and CodeRabbit review feedback
rsalus Mar 7, 2026
83ec274
fix: resolve lint errors and sync schema drift
rsalus Mar 7, 2026
4bc459b
style(intelligence): fix all ruff lint errors
rsalus Mar 7, 2026
7d4656d
fix: resolve mypy and TypeScript type check errors
rsalus Mar 7, 2026
1554784
fix: unify criterion labels and derive confidence from algorithm
rsalus Mar 7, 2026
8d2352e
feat: derive pre-check criteria from chart data, all 5 met
rsalus Mar 8, 2026
8d31207
feat: add documentation sub-flow and submission confirmation to EHR demo
rsalus Mar 8, 2026
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35 changes: 23 additions & 12 deletions apps/dashboard/src/api/generated/analysis/analysis.ts
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Open in desktop
Original file line number Diff line number Diff line change
Expand Up @@ -21,6 +21,7 @@ import type {
} from '@tanstack/react-query';

import type {
AnalyzeAnalyzePostParams,
AnalyzeRequest,
AnalyzeWithDocumentsAnalyzeWithDocumentsPostParams,
BodyAnalyzeWithDocumentsAnalyzeWithDocumentsPost,
Expand All @@ -36,6 +37,8 @@ import type {
* Analyze clinical data and generate PA form response.

Uses LLM to extract evidence from clinical data and generate PA form.
Resolves policy from registry; unknown CPT codes fall back to generic policy.
When demo=True and procedure_code is 72148, returns a canned demo response.
* @summary Analyze
*/
export type analyzeAnalyzePostResponse200 = {
Expand All @@ -57,17 +60,25 @@ export type analyzeAnalyzePostResponseError = (analyzeAnalyzePostResponse422) &

export type analyzeAnalyzePostResponse = (analyzeAnalyzePostResponseSuccess | analyzeAnalyzePostResponseError)

export const getAnalyzeAnalyzePostUrl = () => {
export const getAnalyzeAnalyzePostUrl = (params?: AnalyzeAnalyzePostParams,) => {
const normalizedParams = new URLSearchParams();

Object.entries(params || {}).forEach(([key, value]) => {

if (value !== undefined) {
normalizedParams.append(key, value === null ? 'null' : value.toString())
}
});


const stringifiedParams = normalizedParams.toString();

return `http://localhost:8000/analyze`
return stringifiedParams.length > 0 ? `http://localhost:8000/analyze?${stringifiedParams}` : `http://localhost:8000/analyze`
}

export const analyzeAnalyzePost = async (analyzeRequest: AnalyzeRequest, options?: RequestInit): Promise<analyzeAnalyzePostResponse> => {
export const analyzeAnalyzePost = async (analyzeRequest: AnalyzeRequest,
params?: AnalyzeAnalyzePostParams, options?: RequestInit): Promise<analyzeAnalyzePostResponse> => {

const res = await fetch(getAnalyzeAnalyzePostUrl(),
const res = await fetch(getAnalyzeAnalyzePostUrl(params),
{
...options,
method: 'POST',
Expand All @@ -87,8 +98,8 @@ export const analyzeAnalyzePost = async (analyzeRequest: AnalyzeRequest, options


export const getAnalyzeAnalyzePostMutationOptions = <TError = HTTPValidationError,
TContext = unknown>(options?: { mutation?:UseMutationOptions<Awaited<ReturnType<typeof analyzeAnalyzePost>>, TError,{data: AnalyzeRequest}, TContext>, fetch?: RequestInit}
): UseMutationOptions<Awaited<ReturnType<typeof analyzeAnalyzePost>>, TError,{data: AnalyzeRequest}, TContext> => {
TContext = unknown>(options?: { mutation?:UseMutationOptions<Awaited<ReturnType<typeof analyzeAnalyzePost>>, TError,{data: AnalyzeRequest;params?: AnalyzeAnalyzePostParams}, TContext>, fetch?: RequestInit}
): UseMutationOptions<Awaited<ReturnType<typeof analyzeAnalyzePost>>, TError,{data: AnalyzeRequest;params?: AnalyzeAnalyzePostParams}, TContext> => {

const mutationKey = ['analyzeAnalyzePost'];
const {mutation: mutationOptions, fetch: fetchOptions} = options ?
Expand All @@ -100,10 +111,10 @@ const {mutation: mutationOptions, fetch: fetchOptions} = options ?



const mutationFn: MutationFunction<Awaited<ReturnType<typeof analyzeAnalyzePost>>, {data: AnalyzeRequest}> = (props) => {
const {data} = props ?? {};
const mutationFn: MutationFunction<Awaited<ReturnType<typeof analyzeAnalyzePost>>, {data: AnalyzeRequest;params?: AnalyzeAnalyzePostParams}> = (props) => {
const {data,params} = props ?? {};

return analyzeAnalyzePost(data,fetchOptions)
return analyzeAnalyzePost(data,params,fetchOptions)
}


Expand All @@ -119,11 +130,11 @@ const {mutation: mutationOptions, fetch: fetchOptions} = options ?
* @summary Analyze
*/
export const useAnalyzeAnalyzePost = <TError = HTTPValidationError,
TContext = unknown>(options?: { mutation?:UseMutationOptions<Awaited<ReturnType<typeof analyzeAnalyzePost>>, TError,{data: AnalyzeRequest}, TContext>, fetch?: RequestInit}
TContext = unknown>(options?: { mutation?:UseMutationOptions<Awaited<ReturnType<typeof analyzeAnalyzePost>>, TError,{data: AnalyzeRequest;params?: AnalyzeAnalyzePostParams}, TContext>, fetch?: RequestInit}
): UseMutationResult<
Awaited<ReturnType<typeof analyzeAnalyzePost>>,
TError,
{data: AnalyzeRequest},
{data: AnalyzeRequest;params?: AnalyzeAnalyzePostParams},
TContext
> => {

Expand Down
23 changes: 23 additions & 0 deletions apps/dashboard/src/api/generated/intelligence.schemas.ts
View file
Open in desktop
Original file line number Diff line number Diff line change
Expand Up @@ -45,6 +45,8 @@ export const EvidenceItemStatus = {
export interface EvidenceItem {
/** ID of the policy criterion */
criterion_id: string;
/** Human-readable criterion label */
criterion_label?: string;
/** Criterion status */
status: EvidenceItemStatus;
/** Extracted evidence text */
Expand Down Expand Up @@ -81,6 +83,16 @@ export const PAFormResponseRecommendation = {
*/
export type PAFormResponseFieldMappings = {[key: string]: string};

/**
* Policy identifier
*/
export type PAFormResponsePolicyId = string | null;

/**
* LCD article reference
*/
export type PAFormResponseLcdReference = string | null;

/**
* Complete PA form response from analysis.
*/
Expand Down Expand Up @@ -109,6 +121,10 @@ export interface PAFormResponse {
confidence_score: number;
/** PDF field name to value mappings */
field_mappings: PAFormResponseFieldMappings;
/** Policy identifier */
policy_id?: PAFormResponsePolicyId;
/** LCD article reference */
lcd_reference?: PAFormResponseLcdReference;
}

export type ValidationErrorLocItem = string | number;
Expand All @@ -119,6 +135,13 @@ export interface ValidationError {
type: string;
}

export type AnalyzeAnalyzePostParams = {
/**
* Return canned demo response for supported procedures
*/
demo?: boolean;
};

export type AnalyzeWithDocumentsAnalyzeWithDocumentsPostParams = {
patient_id: string;
procedure_code: string;
Expand Down
6 changes: 4 additions & 2 deletions apps/dashboard/src/components/__tests__/NewPAModal.test.tsx
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Original file line number Diff line number Diff line change
Expand Up @@ -3,6 +3,7 @@ import { describe, it, expect, vi } from 'vitest';
import { QueryClient, QueryClientProvider } from '@tanstack/react-query';
import { NewPAModal } from '../NewPAModal';
import { type Patient } from '../../lib/patients';
import { type Procedure } from '@/api/graphqlService';

// Mock TanStack Router
vi.mock('@tanstack/react-router', () => ({
Expand Down Expand Up @@ -48,10 +49,11 @@ const mockPatient: Patient = {
phone: '(253) 555-0654',
};

const mockService = {
const mockService: Procedure = {
code: '72148',
name: 'MRI Lumbar Spine',
type: 'procedure' as const,
category: 'Imaging',
requiresPA: true,
};

describe('NewPAModal', () => {
Expand Down
28 changes: 28 additions & 0 deletions apps/dashboard/src/components/ehr/EhrHeader.tsx
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Original file line number Diff line number Diff line change
Expand Up @@ -2,6 +2,11 @@ interface EhrHeaderPatient {
name: string;
dob: string;
mrn: string;
age?: number;
sex?: 'M' | 'F';
insurance?: string;
memberId?: string;
allergies?: string[];
}

interface EncounterMeta {
Expand Down Expand Up @@ -41,12 +46,35 @@ export function EhrHeader({ patient, encounterMeta }: EhrHeaderProps) {
<div className="flex items-center gap-6">
<span className="text-base font-bold text-gray-900">{patient.name}</span>
<div className="flex items-center gap-4 text-sm text-gray-600">
{patient.age != null && patient.sex && (
<span>{patient.age}{patient.sex}</span>
)}
<span>
<span className="font-medium text-gray-500">DOB:</span> {patient.dob}
</span>
<span>
<span className="font-medium text-gray-500">MRN:</span> {patient.mrn}
</span>
{patient.insurance && (
<>
<span className="text-gray-300">|</span>
<span>
<span className="font-medium text-gray-500">Ins:</span> {patient.insurance}
</span>
{patient.memberId && (
<span className="text-xs text-gray-400">({patient.memberId})</span>
)}
Comment on lines +64 to +66
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@coderabbitai coderabbitai bot Mar 8, 2026

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⚠️ Potential issue | 🟡 Minor

Add a space before the member ID.

These adjacent inline spans currently render as ...Blue Cross Blue Shield(ATH60182) because there is no whitespace between them.

✏️ Minimal fix 
-                {patient.memberId && (
-                  <span className="text-xs text-gray-400">({patient.memberId})</span>
-                )}
+                {patient.memberId && (
+                  <span className="text-xs text-gray-400"> ({patient.memberId})</span>
+                )}
📝 Committable suggestion

‼️ IMPORTANT
Carefully review the code before committing. Ensure that it accurately replaces the highlighted code, contains no missing lines, and has no issues with indentation. Thoroughly test & benchmark the code to ensure it meets the requirements.

Suggested change
{patient.memberId && (
<span className="text-xs text-gray-400">({patient.memberId})</span>
)}
{patient.memberId && (
<span className="text-xs text-gray-400"> ({patient.memberId})</span>
)}
🤖 Prompt for AI Agents 
Verify each finding against the current code and only fix it if needed.

In `@apps/dashboard/src/components/ehr/EhrHeader.tsx` around lines 64 - 66, The
member ID span is rendered without a leading space causing adjacent text to run
together; update the JSX where patient.memberId is checked (the block containing
"{patient.memberId && ( <span className=...>({patient.memberId})</span> )}") to
include a visible space before the "(" — e.g., add a regular space or a
non‑breaking space character before the parenthesis in that span so the output
becomes " (ATH60182)".

</>
)}
{patient.allergies && patient.allergies.length > 0 && (
<>
<span className="text-gray-300">|</span>
<span className="text-red-600">
<span className="font-medium">Allergies:</span>{' '}
{patient.allergies.join(', ')}
</span>
</>
)}
</div>
</div>
</div>
Expand Down
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