Initial import: eCW Charge Validation bot and results Portal

Snapshot of the working project as of 2026-10-23 (local 2d4d4fc), one
commit with no earlier history: the tracked files were de-identified
first (synthetic claim ids and patient data only; see Context.md
section 7). Credentials, run logs, screenshots, claim reports and client
workbooks are gitignored and not included.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

tests/test_summary_per_claim.py

@@ -0,0 +1,140 @@
+r"""
+The Charge Summary grows claim by claim (operator, 2026-10-12): each claim's
+row goes into the Excel summary and the results database as soon as that
+claim is done, not once at the end of the run.
+
+    python tests\test_summary_per_claim.py
+
+Drives the real `_process_claims` with the search, the form read and both
+writers stubbed — no browser, no file, no database.
+"""
+
+import io
+import sys
+import pathlib
+import contextlib
+
+ROOT = pathlib.Path(__file__).resolve().parent.parent
+sys.path.insert(0, str(ROOT / "src"))
+
+from ecw_bot import settings as cfg                      # noqa: E402
+from ecw_bot.core import charge_summary as cs             # noqa: E402
+from ecw_bot.flows import export_medcor_ready as flow     # noqa: E402
+
+CASES = []
+
+
+def case(fn):
+    CASES.append(fn)
+    return fn
+
+
+def _ub(fired=()):
+    return {"cpt": [{"code": "99213", "checked": True, "fee": "100.00"}],
+            "icd": [{"code": "Z00.00"}],
+            "progress_notes": {"opened": "modal", "text": "Office visit."},
+            "_conditions": {"fired": list(fired), "saved": False,
+                            "failed": [], "review": [], "comments": {}}}
+
+
+def _run(ids, found=None, forms=None):
+    """
+    `_process_claims` over `ids`. `found` = ids the search finds (default
+    all), `forms` = claim id -> what the form read returns. Returns the
+    event list: ("search", id), ("excel", sorted outcome ids),
+    ("db", outcomes, details).
+    """
+    found = set(ids if found is None else found)
+    forms = forms or {}
+    events = []
+
+    def search(page, cid):
+        events.append(("search", cid))
+        return {"id": cid, "count": 1 if cid in found else 0,
+                "found": cid in found, "seconds": 1.0}
+
+    orig = (cfg.SHOW_EACH_CLAIM, cfg.SHOW_CLAIM_IDS, cfg.CLAIM_PROCESS_LIMIT,
+            flow.claim_results.search_claim, flow._read_claim_form,
+            flow.claim_filters.clear_claim_no, flow._write_charge_summary,
+            flow._save_results_db)
+    cfg.SHOW_EACH_CLAIM = False
+    cfg.SHOW_CLAIM_IDS = False
+    cfg.CLAIM_PROCESS_LIMIT = 0
+    flow.claim_results.search_claim = search
+    flow._read_claim_form = lambda page, cid, head: dict(
+        forms.get(cid) or _ub(), claim_no=cid)
+    flow.claim_filters.clear_claim_no = lambda page: None
+    flow._write_charge_summary = lambda info, outcomes: events.append(
+        ("excel", sorted(outcomes)))
+    flow._save_results_db = lambda info, outcomes, details: events.append(
+        ("db", dict(outcomes), dict(details)))
+    try:
+        with contextlib.redirect_stdout(io.StringIO()):
+            flow._process_claims(None, {"ids": list(ids), "file": None})
+    finally:
+        (cfg.SHOW_EACH_CLAIM, cfg.SHOW_CLAIM_IDS, cfg.CLAIM_PROCESS_LIMIT,
+         flow.claim_results.search_claim, flow._read_claim_form,
+         flow.claim_filters.clear_claim_no, flow._write_charge_summary,
+         flow._save_results_db) = orig
+    return events
+
+
+@case
+def each_claim_is_written_to_the_excel_summary_before_the_next_starts():
+    events = _run(["111", "222"])
+    order = [e[:2] if e[0] != "db" else ("db",) for e in events]
+    assert order == [("search", "111"), ("excel", ["111"]), ("db",),
+                     ("search", "222"), ("excel", ["111", "222"]), ("db",)], \
+        order
+
+
+@case
+def each_claim_saves_only_its_own_row_to_the_database():
+    events = _run(["111", "222"],
+                  forms={"222": _ub(["depression_dx_pointer"])})
+    db = [e for e in events if e[0] == "db"]
+    assert [sorted(e[1]) for e in db] == [["111"], ["222"]], db
+    assert db[0][1]["111"]["Comments"] == cs.CLEAN, db[0]
+    assert db[1][1]["222"]["Category"] == "Fail", db[1]
+    assert "ICD pointer issue" in db[1][1]["222"]["Comments"], db[1]
+    assert sorted(db[1][2]) == ["222"], db[1]
+    # The details are what the conditions reported, never the claim's own
+    # fields (review, 2026-10-12).
+    detail = db[1][2]["222"]
+    assert detail["fired"] == ["depression_dx_pointer"], detail
+    assert "cpt" not in detail and "progress_notes" not in detail, detail
+
+
+@case
+def a_claim_not_found_updates_the_excel_but_saves_nothing_to_the_database():
+    events = _run(["111", "222"], found=["222"])
+    assert ("excel", ["111"]) in events, events
+    db = [e for e in events if e[0] == "db"]
+    assert [sorted(e[1]) for e in db] == [["222"]], db
+
+
+@case
+def nothing_is_written_again_after_the_last_claim():
+    events = _run(["111"])
+    assert [e[0] for e in events] == ["search", "excel", "db"], events
+
+
+def main() -> int:
+    failures = 0
+    for fn in CASES:
+        name = fn.__name__.replace("_", " ")
+        try:
+            fn()
+            print(f"  ok    {name}")
+        except AssertionError as exc:
+            print(f"  FAIL  {name}: {exc}")
+            failures += 1
+        except Exception as exc:
+            print(f"  ERROR {name}: {type(exc).__name__}: {exc}")
+            failures += 1
+    print(f"\n{len(CASES) - failures}/{len(CASES)} passed")
+    return 1 if failures else 0
+
+
+if __name__ == "__main__":
+    sys.exit(main())