packages/core/src/external/surescripts/codes.ts (1)

40-86: Action required: PaymentCode widened to include single-digit codes — standardize to canonical two-digit values

Core change introduced single-digit codes ("1".."7") while shared/consumers expect two-digit codes ("01".."07"), producing an inconsistent PaymentCode type and risking breakage in zod schemas, DB constraints, UI enums, and maps.

Files to fix (found by the search):

• packages/core/src/external/surescripts/codes.ts — PAYMENT_CODES contains single-digit entries and getPaymentCodeName is typed to PaymentCode but also normalizes single-digit input.
• packages/shared/src/interface/external/surescripts/payment-code.ts — PaymentCodes and mapping assume only two-digit codes and index mappings directly.

Recommended minimal fix (make canonical codes two-digit and normalize external inputs):

Replace PAYMENT_CODES in packages/core/src/external/surescripts/codes.ts with only two-digit entries and normalize incoming strings in the lookup function:

export const PAYMENT_CODES = [
  "01",
  "02",
  "03",
  "04",
  "05",
  "06",
  "07",
  "99",
] as const;

export function getPaymentCodeName(code: string): PaymentCodeName {
  const canonical = code.length === 1 && code.match(/^[1-7]$/) ? ("0" + code) : code;
  return PAYMENT_CODE_NAME[canonical as PaymentCode] ?? "Other";
}

Either apply the above (recommended) or intentionally widen all consumer types/mappings to accept single-digit forms and add normalization/tests. Run a follow-up search for any zod schemas, DB constraints, or UI enums that assume two-digit codes and update them accordingly.

packages/core/src/external/surescripts/fhir/bundle.ts (2)

21-24: Avoid console.log in core package; pass a proper/redacting logger or a noop

Per coding guidelines, console.log should not be used in core. It may also leak PII during hydration. Prefer a redacting logger (e.g., out().log if available in this package) or pass a noop logger.

Example (outside selected lines; illustrative only):

function noopLogger(): void {}
// ...
await hydrateFhir(bundle, noopLogger);

---

31-41: Prevent duplicate codings when re-hydrating or re-running the pipeline

If dangerouslyHydrateMedications executes multiple times on the same bundle, rxNormCode could be pushed repeatedly. Add a guard to avoid duplicates before pushing.

Example (outside selected lines; illustrative only):

import type { Coding } from "@medplum/fhirtypes";

function hasCoding(codings: Coding[] | undefined, candidate: Coding): boolean {
  return !!codings?.some(c => c.system === candidate.system && c.code === candidate.code);
}

// ...
if (!hasCoding(medication.code?.coding, rxNormCode)) {
  medication.code!.coding!.push(rxNormCode);
}

packages/core/src/external/surescripts/replica.ts (1)

52-71: Replace magic numbers with named lengths (10/36) and derive indices for clarity and maintainability

The fixed positions are correct per our filename contract, but hard-coded 10 and 47 obscure intent and are fragile. Define lengths and compute indices to make the logic self-explanatory and safer against future changes.

Apply this diff within the method to eliminate magic numbers:

   async listResponseFiles(): Promise<
     Array<{ key: string; transmissionId: string; patientId: string }>
   > {
     const prefix = "from_surescripts/";
     const responseFiles = await this.listFileNames(prefix);
-    const startIndex = prefix.length;
-    return responseFiles
-      .filter(key => {
-        return key.charAt(startIndex + 10) === "_" && key.charAt(startIndex + 47) === "_";
-      })
-      .map(key => {
-        const transmissionId = key.substring(startIndex, startIndex + 10);
-        const patientId = key.substring(startIndex + 11, startIndex + 47);
-        return {
-          key,
-          transmissionId,
-          patientId,
-        };
-      });
+    const startIndex = prefix.length;
+    const TX_LEN = 10;
+    const UUID_LEN = 36;
+    const firstUnderscoreIdx = (base: number) => base + TX_LEN;
+    const secondUnderscoreIdx = (base: number) => firstUnderscoreIdx(base) + 1 + UUID_LEN;
+    return responseFiles
+      .filter(key => {
+        const u1 = firstUnderscoreIdx(startIndex);
+        const u2 = secondUnderscoreIdx(startIndex);
+        return key.charAt(u1) === "_" && key.charAt(u2) === "_";
+      })
+      .map(key => {
+        const u1 = firstUnderscoreIdx(startIndex);
+        const u2 = secondUnderscoreIdx(startIndex);
+        const transmissionId = key.substring(startIndex, u1);
+        const patientId = key.substring(u1 + 1, u2);
+        return { key, transmissionId, patientId };
+      });
   }

Note: Using "from_surescripts/" (no leading slash) is correct for the S3 replica. The earlier intentional leading slash convention applies to the SFTP client pathing, not S3.

packages/utils/src/surescripts/convert-customer-response.ts (1)

70-91: Optional: Make concurrency configurable via CLI to tune throughput vs. load

Hard-coding 10 works for now, but environments differ. Consider a --concurrency option defaulting to 10, and pass it through to executeAsynchronously.

If you want, I can draft the option plumbing and parsing for you.

packages/utils/src/surescripts/generate-csv.ts (7)

18-18: Fix doc typo: “pneumonic” → “mnemonic”

Minor documentation nit.

Apply this diff:

- * cx-name: A pneumonic customer name, used in file naming for the generated CSV roster.
+ * cx-name: A mnemonic customer name, used in file naming for the generated CSV roster.

---

23-31: Wrap long usage lines to respect 100-char max column width

A few lines exceed the 100-char guideline within the JSDoc usage examples. Consider wrapping them for readability and guideline compliance.

---

67-85: Align with TS guideline (avoid arrow functions) and pass filtered input to executor

Per repo guidelines, prefer named functions over arrow functions in TS. Also pass matchingResponses (from earlier suggestion) to avoid scheduling unnecessary tasks.

Apply this diff:

-  await executeAsynchronously(
-    responses,
-    async response => {
-      if (patientIdSet.has(response.patientId)) {
-        identifiers.push({
-          transmissionId: response.transmissionId,
-          populationId: response.patientId,
-        });
-      }
-    },
-    {
-      numberOfParallelExecutions: 10,
-    }
-  );
+  async function processResponse(response: { key: string; transmissionId: string; patientId: string }) {
+    if (!patientIdSet.has(response.patientId)) return;
+    identifiers.push({
+      transmissionId: response.transmissionId,
+      populationId: response.patientId,
+    });
+  }
+
+  await executeAsynchronously(matchingResponses, processResponse, {
+    numberOfParallelExecutions: 10,
+  });

---

83-83: Extract magic number to a named constant

Move 10 into a named constant to make it configurable and self-documenting.

Apply this diff to replace the literal usage:

-      numberOfParallelExecutions: 10,
+      numberOfParallelExecutions: PARALLELISM,

Add this constant after the imports (see additional code block below).

---

76-79: Avoid logging patient identifiers (PII) in error paths

If you keep a “file not found” branch, avoid emitting patientId into logs. Prefer the S3 key, a truncated/hashed ID, or just counts.

Would you like me to update the log to something like: log(file not found for key ${response.key}) or log a hashed/truncated patientId?

---

76-79: Clarify naming mismatch: response.patientId vs. SurescriptsFileIdentifier.populationId

SurescriptsFileIdentifier uses populationId, but response objects from listResponseFiles expose patientId. The mapping is correct if patientId corresponds to populationId; otherwise, this may cause confusion.

Consider renaming the field in the listResponseFiles result to populationId or adding a short comment documenting the equivalence here for maintainers.

---

35-38: Instantiation at module scope is fine here; consider DI for testability (optional)

Keeping replica and dataMapper at module scope is fine for a CLI. If you plan to unit test main, consider injecting them via parameters or a small factory.

packages/core/src/external/surescripts/fhir/condition.ts (2)

42-54: Document the Z-code-to-active mapping rationale

Mapping ICD-10 Z-codes to clinicalStatus=active may be non-obvious. A brief “why” comment will help future readers.

 function getClinicalStatus(detail: ResponseDetail): Condition["clinicalStatus"] {
-  if (detail.diagnosisICD10Code?.startsWith("Z")) {
+  /** 
+   * Z-codes (factors influencing health status/contacts) are treated as "active" in our pipeline
+   * to surface ongoing health context. Update if business rules change.
+   */
+  if (detail.diagnosisICD10Code?.startsWith("Z")) {
     return {
       coding: [
         {
           system: CONDITION_CLINICAL_STATUS_SYSTEM,
           code: "active",
         },
       ],
     };
   }
   return undefined;
 }

---

56-68: Document verificationStatus mapping for Z-codes

Same suggestion for verificationStatus to clarify the business assumption.

 function getVerificationStatus(detail: ResponseDetail): Condition["verificationStatus"] {
-  if (detail.diagnosisICD10Code?.startsWith("Z")) {
+  /**
+   * Z-codes are considered "confirmed" to reflect a verified contextual condition/encounter reason.
+   * Revisit if upstream semantics evolve.
+   */
+  if (detail.diagnosisICD10Code?.startsWith("Z")) {
     return {
       coding: [
         {
           system: CONDITION_VERIFICATION_STATUS_SYSTEM,
           code: "confirmed",
         },
       ],
     };
   }
   return undefined;
 }

packages/core/src/external/surescripts/codes.ts (1)

70-75: Avoid recursion; normalize once for clarity

Simplify by normalizing to the 2-digit canonical form via padStart and indexing once.

-export function getPaymentCodeName(code: PaymentCode): PaymentCodeName {
-  if (code.length === 1 && code.match(/^[1-7]$/)) {
-    return getPaymentCodeName(("0" + code) as PaymentCode);
-  }
-  return PAYMENT_CODE_NAME[code] ?? "Other";
-}
+export function getPaymentCodeName(code: PaymentCode): PaymentCodeName {
+  const canonical = code.length === 1 && /^[1-7]$/.test(code) ? (("0" + code) as PaymentCode) : code;
+  return PAYMENT_CODE_NAME[canonical] ?? "Other";
+}

packages/core/src/external/surescripts/fhir/bundle.ts (2)

31-41: Sequential crosswalk calls can be slow; consider bounded concurrency

For bundles with many Medication resources, awaiting crosswalkNdcToRxNorm inside the loop serializes I/O. Consider parallelizing with a concurrency cap (e.g., 5–10), similar to the executeAsynchronously approach mentioned in the PR. This will reduce wall-clock time without overloading the term server.

Example pattern (outside selected lines; illustrative only):

// pseudo-code using a concurrency helper
await executeAsynchronously(
  bundle.entry!.filter(e => e.resource?.resourceType === "Medication"),
  async entry => { /* same crosswalk + push logic */ },
  { concurrency: 10 }
);

I can wire this up using your executeAsynchronously helper if you confirm its import path in core.

---

35-36: Minor: prefer named predicate over inline arrow for consistency

Guidelines suggest avoiding arrow functions; use a named predicate for readability and reuse.

Example (outside selected lines; illustrative only):

import type { Coding } from "@medplum/fhirtypes";

function isNdcCoding(c: Coding): boolean {
  return c.system === NDC_URL;
}

const ndcCode = medication.code?.coding?.find(isNdcCoding);

Configuration used: CodeRabbit UI
Review profile: CHILL
Plan: Pro

Learnt from: keshavsaharia
PR: metriport/metriport#4045
File: packages/core/src/external/surescripts/fhir/coverage.ts:0-0
Timestamp: 2025-06-18T18:34:10.489Z
Learning: Coverage resources in Surescripts FHIR conversion are currently excluded from bundles to prevent skewing data lift metrics. The team plans to examine available insurance data thoroughly before including properly structured Coverage resources with mandatory FHIR R4 elements like beneficiary and payor references.

Learnt from: keshavsaharia
PR: metriport/metriport#4045
File: packages/core/src/external/surescripts/fhir/medication.ts:148-151
Timestamp: 2025-06-18T18:48:28.244Z
Learning: In Surescripts FHIR resource generation, avoid emitting empty strings for FHIR Coding.code fields. Use conditional inclusion patterns (e.g., spreading only when the code value is present and non-empty) to ensure FHIR compliance, as Coding.code MUST NOT be empty according to FHIR standards.

Learnt from: keshavsaharia
PR: metriport/metriport#4020
File: packages/core/src/external/fhir/adt-encounters.ts:245-253
Timestamp: 2025-08-04T17:46:17.853Z
Learning: User keshavsaharia prefers lodash chains over native JavaScript methods for readability when working with complex data transformations, even when it involves using underscore imports and might have less robust error handling.

Learnt from: RamilGaripov
PR: metriport/metriport#3686
File: docs/medical-api/fhir/extensions/chronicity.mdx:12-21
Timestamp: 2025-04-22T00:07:37.729Z
Learning: In Metriport's FHIR Condition chronicity extension, they use "http://hl7.org/fhir/StructureDefinition/condition-related" as the extension URL and "https://public.metriport.com/fhir/StructureDefinition/condition-chronicity.json" as the valueCoding.system.

Learnt from: thomasyopes
PR: metriport/metriport#3970
File: packages/api/src/external/ehr/athenahealth/command/write-back/medication.ts:17-17
Timestamp: 2025-06-06T16:45:31.832Z
Learning: The writeMedicationToChart function in packages/api/src/external/ehr/athenahealth/command/write-back/medication.ts returns a response that is not currently used by any consumers, so changes to its return type are not breaking changes in practice.

Learnt from: keshavsaharia
PR: metriport/metriport#4075
File: packages/core/src/external/surescripts/fhir/medication-request.ts:76-83
Timestamp: 2025-06-25T18:42:07.231Z
Learning: In packages/core/src/external/surescripts/fhir/medication-request.ts, the getDispenseNote and getDosageInstruction functions are intentionally identical because the dashboard requires both the note and dosageInstruction fields of MedicationRequest to be populated with detail.directions for proper note display functionality.

Learnt from: lucasdellabella
PR: metriport/metriport#4020
File: packages/fhir-sdk/src/index.ts:308-308
Timestamp: 2025-08-04T17:59:05.674Z
Learning: In packages/fhir-sdk/src/index.ts, the FhirBundleSdk constructor intentionally mutates the input bundle's total property to ensure data consistency between bundle.total and bundle.entry.length. This is an accepted exception to the "avoid modifying objects received as parameter" guideline for cleanup purposes.

Learnt from: lucasdellabella
PR: metriport/metriport#3907
File: packages/core/src/external/fhir/adt-encounters.ts:118-143
Timestamp: 2025-05-28T02:32:27.527Z
Learning: In packages/core/src/external/fhir/adt-encounters.ts, conversion bundles stored by saveAdtConversionBundle do not require version ID assertions or versioning, unlike the sourced encounter data stored by putAdtSourcedEncounter which does require versionId validation.

Learnt from: keshavsaharia
PR: metriport/metriport#4045
File: packages/core/src/external/surescripts/fhir/coverage.ts:0-0
Timestamp: 2025-06-18T18:34:10.489Z
Learning: Coverage resources in Surescripts FHIR conversion are currently excluded from bundles to prevent skewing data lift metrics. The team plans to examine available insurance data thoroughly before including properly structured Coverage resources with mandatory FHIR R4 elements like beneficiary and payor references.

Learnt from: thomasyopes
PR: metriport/metriport#4090
File: packages/core/src/command/conversion-fhir/conversion-fhir-cloud.ts:30-30
Timestamp: 2025-06-25T01:55:42.627Z
Learning: In packages/core/src/command/conversion-fhir/conversion-fhir-cloud.ts, the FHIR converter Lambda endpoint is controlled by the team and guaranteed to return valid JSON in the expected Bundle<Resource> format, so JSON.parse() error handling and type validation are not necessary for this specific endpoint.

Learnt from: thomasyopes
PR: metriport/metriport#3608
File: packages/core/src/external/ehr/canvas/index.ts:451-469
Timestamp: 2025-04-21T17:07:30.574Z
Learning: The `getMetriportOnlyBundleByResourceType` method in CanvasApi returns `Promise<Bundle | undefined>` because the Metriport-only bundle is a computed artifact that may not exist yet. In contrast, `getBundleByResourceType` returns `Promise<Bundle>` because it can always fetch from the EHR API if the S3 cached bundle doesn't exist.

Learnt from: thomasyopes
PR: metriport/metriport#3882
File: packages/core/src/external/ehr/lambdas/get-bundle-by-resource-type/ehr-get-bundle-by-resource-type-cloud.ts:0-0
Timestamp: 2025-05-28T19:20:47.442Z
Learning: In packages/core/src/external/ehr/lambdas/get-bundle-by-resource-type/ehr-get-bundle-by-resource-type-cloud.ts, the EHR get bundle by resource type Lambda endpoint is guaranteed to return valid JSON, so JSON.parse() error handling is not necessary for this specific endpoint.

Learnt from: thomasyopes
PR: metriport/metriport#3788
File: packages/api/src/external/ehr/shared/utils/bundle.ts:83-93
Timestamp: 2025-05-08T19:41:36.533Z
Learning: In the Metriport codebase, the team prefers to let errors bubble up naturally in some cases rather than adding explicit error handling at every layer, as demonstrated in the refreshEhrBundle function in the bundle.ts file.

Learnt from: thomasyopes
PR: metriport/metriport#3882
File: packages/core/src/external/ehr/command/get-bundle-by-resource-type/ehr-get-bundle-by-resource-type-cloud.ts:27-49
Timestamp: 2025-05-28T19:22:09.281Z
Learning: In packages/core/src/external/ehr/command/get-bundle-by-resource-type/ehr-get-bundle-by-resource-type-cloud.ts, the EHR get bundle by resource type Lambda endpoint is guaranteed to return valid JSON, so JSON.parse() error handling is not necessary for this specific endpoint.

Learnt from: lucasdellabella
PR: metriport/metriport#4020
File: packages/fhir-sdk/src/index.ts:312-326
Timestamp: 2025-08-04T17:59:02.571Z
Learning: In packages/fhir-sdk/src/index.ts, the inconsistent error handling between the `total` getter (which throws an error) and the `entry` getter (which returns an empty array) when bundle.entry is undefined is intentional design by user lucasdellabella, serving different purposes where some operations need to fail fast while others can gracefully degrade.

Learnt from: thomasyopes
PR: metriport/metriport#3885
File: packages/core/src/external/surescripts/client.ts:170-180
Timestamp: 2025-06-13T21:41:01.744Z
Learning: In packages/core/src/external/surescripts/client.ts, the leading slash in "/from_surescripts" used with listFileNamesWithPrefix for replica lookups is intentional, despite appearing inconsistent with other replica path references that don't use leading slashes.

Learnt from: keshavsaharia
PR: metriport/metriport#3885
File: packages/core/src/external/sftp/surescripts/client.ts:1-134
Timestamp: 2025-05-28T19:23:20.179Z
Learning: In packages/core/src/external/sftp/surescripts/client.ts, the standalone getPatientLoadFileName function intentionally omits the transmission ID from the filename, which differs from the class method getPatientLoadFileName. This difference in filename generation is expected behavior.

Learnt from: keshavsaharia
PR: metriport/metriport#4045
File: packages/shared/src/interface/external/surescripts/plan-code.ts:1-3
Timestamp: 2025-06-18T17:22:24.597Z
Learning: In packages/shared/src/interface/external/surescripts/plan-code.ts, the getPlanCodeName function should return undefined for invalid plan codes rather than throwing errors, as per user preference for graceful error handling.

packages/core/src/external/surescripts/file/file-generator.ts (1)

25-26: Avoid duplicating the SurescriptsGender alias locally—import the canonical type to prevent drift

Redefining the union here can diverge from the source in ../types over time. Prefer importing the canonical alias.

Apply this diff to remove the local alias:

-type SurescriptsGender = "M" | "F" | "U";

And update the import (outside this range) to bring the type from ../types:

// At the existing import from "../types"
import { SurescriptsPatientRequestData, SurescriptsBatchRequestData } from "../types";
// Change to:
import type { SurescriptsGender } from "../types";
import { SurescriptsPatientRequestData, SurescriptsBatchRequestData } from "../types";

Optional: I can sweep the codebase and replace any other local shadowing definitions in the Surescripts folder.

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Plan: Pro

💡 Knowledge Base configuration:

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Learnt from: keshavsaharia
PR: metriport/metriport#4370
File: packages/core/src/external/quest/id-generator.ts:5-8
Timestamp: 2025-08-15T00:20:50.840Z
Learning: User keshavsaharia highly values rigorous mathematical analysis and comprehensive technical solutions that include both problem identification and complete remediation paths, particularly appreciating when statistical claims are verified and corrected with proper calculations.

Learnt from: keshavsaharia
PR: metriport/metriport#4020
File: packages/core/src/external/fhir/adt-encounters.ts:245-253
Timestamp: 2025-08-04T17:46:17.853Z
Learning: User keshavsaharia prefers lodash chains over native JavaScript methods for readability when working with complex data transformations, even when it involves using underscore imports and might have less robust error handling.

Learnt from: keshavsaharia
PR: metriport/metriport#3885
File: packages/utils/src/surescripts/generate-patient-load-file.ts:92-94
Timestamp: 2025-05-30T01:11:35.300Z
Learning: In V0 of the Surescripts implementation (packages/utils/src/surescripts/generate-patient-load-file.ts), there is always only 1 facility ID, so the current facility_ids parsing logic with substring operations is sufficient and additional validation is not necessary.

packages/core/src/external/surescripts/schema/response.ts (2)

226-229: Option: add tolerant decoder to map legacy "N" → "U" during parsing

If there's any chance of encountering "N" in older response files, you can preserve strict types while tolerating legacy data by normalizing at decode time.

Apply this minimal diff:

   {
     field: 12,
     key: "patientGender",
-    fromSurescripts: fromSurescriptsEnum(["M", "F", "U"]),
+    fromSurescripts: s => fromSurescriptsEnum(["M", "F", "U"])(s === "N" ? "U" : s),
   },

---

87-87: Removed legacy “N” from patientGender enum – no occurrences found
Automated searches across code, tests, and sample fixtures did not surface any references to "N" for patientGender or genderAtBirth. The tightened schema at packages/core/src/external/surescripts/schema/response.ts (line 87) is safe within this codebase.

However, to guard against ingestion failures if downstream feeds still emit "N", consider an optional tolerant decode that maps "N" → "U" before zod validation. For example:

const rawGender = incomingData.patientGender as string;
const normalizedGender = rawGender === "N" ? "U" : rawGender;
const parsed = PatientResponseSchema.parse({
  ...incomingData,
  patientGender: normalizedGender,
});

packages/core/src/external/surescripts/schema/request.ts (1)

270-273: Consider a defensive normalization in the generator (optional)

If you want extra safety against stale "N" values slipping through, you can coerce them to "U" while keeping strict output validation. If you prefer to fail fast, ignore this suggestion.

   {
     field: 15,
     key: "genderAtBirth",
-    toSurescripts: toSurescriptsEnum("genderAtBirth", ["M", "F", "U"]),
+    toSurescripts: d =>
+      toSurescriptsEnum("genderAtBirth", ["M", "F", "U"])({
+        ...d,
+        genderAtBirth: d.genderAtBirth === "N" ? "U" : d.genderAtBirth,
+      }),
   },

Configuration used: CodeRabbit UI
Review profile: CHILL
Plan: Pro

💡 Knowledge Base configuration:

• MCP integration is disabled by default for public repositories
• Jira integration is disabled
• Linear integration is disabled

You can enable these sources in your CodeRabbit configuration.

Learnt from: keshavsaharia
PR: metriport/metriport#4045
File: packages/core/src/external/surescripts/fhir/coverage.ts:0-0
Timestamp: 2025-06-18T18:34:10.489Z
Learning: Coverage resources in Surescripts FHIR conversion are currently excluded from bundles to prevent skewing data lift metrics. The team plans to examine available insurance data thoroughly before including properly structured Coverage resources with mandatory FHIR R4 elements like beneficiary and payor references.

Learnt from: keshavsaharia
PR: metriport/metriport#4370
File: packages/core/src/external/quest/id-generator.ts:5-8
Timestamp: 2025-08-15T00:20:50.840Z
Learning: User keshavsaharia highly values rigorous mathematical analysis and comprehensive technical solutions that include both problem identification and complete remediation paths, particularly appreciating when statistical claims are verified and corrected with proper calculations.

Learnt from: keshavsaharia
PR: metriport/metriport#4020
File: packages/core/src/external/fhir/adt-encounters.ts:245-253
Timestamp: 2025-08-04T17:46:17.853Z
Learning: User keshavsaharia prefers lodash chains over native JavaScript methods for readability when working with complex data transformations, even when it involves using underscore imports and might have less robust error handling.

Learnt from: keshavsaharia
PR: metriport/metriport#4370
File: packages/shared/src/domain/patient.ts:5-5
Timestamp: 2025-08-15T00:00:45.080Z
Learning: The patientSchema in packages/shared/src/domain/patient.ts is used in a limited subsystem scope ("SS") and is not the same as other Patient schemas referenced throughout the codebase, making additive optional field changes like externalId safe and non-breaking.

Learnt from: thomasyopes
PR: metriport/metriport#3970
File: packages/api/src/external/ehr/athenahealth/command/write-back/medication.ts:17-17
Timestamp: 2025-06-06T16:45:31.832Z
Learning: The writeMedicationToChart function in packages/api/src/external/ehr/athenahealth/command/write-back/medication.ts returns a response that is not currently used by any consumers, so changes to its return type are not breaking changes in practice.

Learnt from: keshavsaharia
PR: metriport/metriport#4033
File: packages/core/src/external/surescripts/fhir/patient.ts:29-36
Timestamp: 2025-06-17T01:51:12.930Z
Learning: In Surescripts response files, the patientFirstName and patientLastName fields in ResponseDetail are always set to valid strings and are required according to the specification, so defensive checks for undefined/empty values are not needed when constructing FHIR Patient names.

Learnt from: keshavsaharia
PR: metriport/metriport#3885
File: packages/core/src/external/surescripts/schema/load.ts:65-71
Timestamp: 2025-05-30T03:42:53.380Z
Learning: In Surescripts schema files like `packages/core/src/external/surescripts/schema/load.ts`, the `key` property in field definitions is only used for direct one-to-one field mappings. When multiple fields are derived from the same source property but with different transformations (like extracting date vs. time portions), they should not have `key` properties as they represent transformations rather than direct mappings.

Learnt from: thomasyopes
PR: metriport/metriport#4164
File: packages/core/src/external/ehr/healthie/index.ts:1031-1076
Timestamp: 2025-07-09T17:18:28.920Z
Learning: In packages/core/src/external/ehr/healthie/index.ts, the `interpretation` field in `labObservationResult` is defined as a required enum in the Zod schema (`z.enum(["NORMAL", "ABNORMAL", "CRITICAL", "UNKNOWN"])`), making null-safety checks unnecessary when calling `toTitleCase(labObservationResult.interpretation)`.

Learnt from: thomasyopes
PR: metriport/metriport#4164
File: packages/core/src/external/ehr/healthie/index.ts:1031-1076
Timestamp: 2025-07-09T17:18:28.920Z
Learning: In packages/core/src/external/ehr/healthie/index.ts, the `interpretation` field in `labObservationResult` is defined as a required enum in the Zod schema (`z.enum(["high", "low", "normal"])`), making null-safety checks unnecessary when calling `toTitleCase(labObservationResult.interpretation)`.

packages/core/src/external/surescripts/fhir/medication.ts (2)

119-129: Quantity.display is not a valid FHIR field; map to unit/system/code (UCUM) instead

Quantity does not have a display property. This produces non-conformant FHIR and may be rejected by consumers/validators. Also, set UCUM system/code consistently.

Apply:

   return {
     numerator: {
-      value: Number(detail.quantityDispensed),
-      unit: detail.quantityUnitOfMeasure,
-      ...(quantityUnitOfMeasureDisplay ? { display: quantityUnitOfMeasureDisplay } : undefined),
+      value: Number(detail.quantityDispensed),
+      unit: quantityUnitOfMeasureDisplay ?? detail.quantityUnitOfMeasure,
+      system: UNIT_OF_MEASURE_URL,
+      code: detail.quantityUnitOfMeasure,
     },
     denominator: {
       value: 1,
-      unit: "1",
+      unit: "1",
+      system: UNIT_OF_MEASURE_URL,
+      code: "1",
     },
   };

---

152-164: Invalid Quantity.display in strength and inconsistent code system for denominator

• Quantity also lacks display here.
• Denominator uses UNIT_OF_MEASURE_URL with a form code. Use the same code system you use for form (SNOMED_URL) and map the human-readable string to unit.

Apply:

       strength: {
         numerator: {
-          value: Number(detail.strengthValue),
-          system: UNIT_OF_MEASURE_URL,
-          code: detail.strengthUnitOfMeasure,
-          ...(strengthUnitOfMeasureDisplay ? { display: strengthUnitOfMeasureDisplay } : undefined),
+          value: Number(detail.strengthValue),
+          unit: strengthUnitOfMeasureDisplay ?? detail.strengthUnitOfMeasure,
+          system: UNIT_OF_MEASURE_URL,
+          code: detail.strengthUnitOfMeasure,
         },
         denominator: {
           value: 1,
-          unit: detail.strengthFormCode,
-          system: UNIT_OF_MEASURE_URL,
+          unit: strengthFormCodeDisplay ?? detail.strengthFormCode,
+          system: SNOMED_URL,
           code: detail.strengthFormCode,
-          ...(strengthFormCodeDisplay ? { display: strengthFormCodeDisplay } : undefined),
         },

packages/core/src/external/surescripts/fhir/medication.ts (2)

132-136: Overly strict guard prevents lotNumber when lastFilledDate is absent

You require lastFilledDate to set lotNumber but don’t use it in the payload. This drops valid lotNumber data if lastFilledDate is missing.

Apply:

-function getMedicationBatch(detail: ResponseDetail): MedicationBatch | undefined {
-  if (!detail.lastFilledDate || !detail.prescriptionNumber) return undefined;
+function getMedicationBatch(detail: ResponseDetail): MedicationBatch | undefined {
+  if (!detail.prescriptionNumber) return undefined;

---

99-111: Dose form coding system review (optional)

You render form as SNOMED with display from NCPDP. If strengthFormCode originates from NCPDP’s orderable drug form set, consider using HL7 v3 orderableDrugForm code system or an NCPDP system URI for stronger semantics. If the code values are actually SNOMED, then this is already correct.

packages/utils/src/surescripts/convert-customer-response.ts (5)

11-26: Docstring clarity: s/reconversion/conversion; tighten option descriptions

Small wording tweaks improve accuracy and consistency with the command’s behavior.

Apply this diff to adjust the wording:

 /**
  * Converts all patient responses for a customer transmission to FHIR bundles.
  *
  * Usage:
  * npm run surescripts -- convert-customer-response \
  *  --cx-id "acme-uuid-1234-sadsjksl" \
  *  --facility-id "facility-uuid-7890-asdkjkds" \
  *  --csv-data "acme-roster.csv"
  *
- * cx-id: The CX ID to perform reconversion.
- * facility-id: The facility ID to perform reconversion.
- * csv-data: A CSV file with two columns: "patient_id" and "transmission_id". This file can be automatically generated
- * using the `generate-csv` command.
+ * cx-id: The customer ID to perform conversion.
+ * facility-id: The facility ID to perform conversion.
+ * csv-data: Path to a CSV with two columns: "patient_id" and "transmission_id".
+ *           This file can be generated using the `generate-csv` command.
  *
  * @see generate-csv.ts for more details on how to generate a CSV of all patient IDs for batch reconversion.
  */

---

70-70: Name should encode units: prefer conversionStartMs

Per our TS naming guideline for numeric values with implicit units, encode the unit in the variable name to avoid ambiguity.

Apply this diff:

-    const conversionStart = Date.now();
+    const conversionStartMs = Date.now();

And update its usage in the summary log accordingly:

-      `Converted ${convertedCount} patients in ${((Date.now() - conversionStart) / 1000).toFixed(
+      `Converted ${convertedCount} patients in ${((Date.now() - conversionStartMs) / 1000).toFixed(
         1
       )} seconds`

---

73-92: Count only successful conversions (when a bundle is produced)

convertPatientResponse returns undefined when no response content exists. To avoid overcounting, increment only on a truthy return.

Apply this diff:

     await executeAsynchronously(
       transmissions,
-      async ({ patientId, transmissionId }) => {
+      async ({ patientId, transmissionId }) => {
         console.log(`Converting patient ${patientId} with transmission ${transmissionId}`);
-        await handler.convertPatientResponse({
+        const conversionBundle = await handler.convertPatientResponse({
           cxId,
           facilityId,
           transmissionId,
           populationId: patientId,
         });
-        convertedCount++;
-        if (convertedCount % 100 === 0) {
-          console.log(`Converted ${convertedCount} patients`);
-        }
+        if (conversionBundle) {
+          convertedCount++;
+          if (convertedCount % 100 === 0) {
+            console.log(`Converted ${convertedCount} patients`);
+          }
+        }
       },
       {
         numberOfParallelExecutions: 10,
         keepExecutingOnError: true,
       }
     );

Optional: extract the parallelism to a single constant to reuse across both flows.

// after imports
const PARALLELISM = 10;

Then replace the two occurrences of numberOfParallelExecutions: 10 with PARALLELISM.

---

93-97: Improve summary: show success vs attempted

Helps quickly gauge success rate without scanning logs.

-    console.log(
-      `Converted ${convertedCount} patients in ${((Date.now() - conversionStartMs) / 1000).toFixed(
+    console.log(
+      `Converted ${convertedCount}/${transmissions.length} patients in ${((Date.now() - conversionStartMs) / 1000).toFixed(
         1
       )} seconds`
     );

---

103-120: Redundant keepExecutingOnError with local try/catch; streamline and improve error logging

You already handle per-item failures with try/catch inside the worker, so keepExecutingOnError: true here is redundant. Also, log the error message robustly to avoid [object Object].

Apply this diff:

       await executeAsynchronously(
         transmissions,
         async ({ patientId }) => {
           try {
             const result = await dataMapper.recreateConsolidatedBundle(cxId, patientId);
             console.log(
               `Recreated consolidated bundle for ${patientId} with request ID ${result.requestId}`
             );
             recreatedCount++;
           } catch (error) {
-            console.error(`Error recreating consolidated bundle for ${patientId}: ${error}`);
+            const message = error instanceof Error ? error.message : String(error);
+            console.error(`Error recreating consolidated bundle for ${patientId}: ${message}`);
           }
         },
         {
-          numberOfParallelExecutions: 10,
-          keepExecutingOnError: true,
+          numberOfParallelExecutions: 10,
         }
       );

Optional: mirror the conversion timing by timing the recreation phase and adding a duration to the final log (helps when running large batches).

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Learnt from: keshavsaharia
PR: metriport/metriport#4370
File: packages/core/src/external/quest/id-generator.ts:5-8
Timestamp: 2025-08-15T00:20:50.840Z
Learning: User keshavsaharia highly values rigorous mathematical analysis and comprehensive technical solutions that include both problem identification and complete remediation paths, particularly appreciating when statistical claims are verified and corrected with proper calculations.

Learnt from: keshavsaharia
PR: metriport/metriport#4020
File: packages/core/src/external/fhir/adt-encounters.ts:245-253
Timestamp: 2025-08-04T17:46:17.853Z
Learning: User keshavsaharia prefers lodash chains over native JavaScript methods for readability when working with complex data transformations, even when it involves using underscore imports and might have less robust error handling.

Learnt from: thomasyopes
PR: metriport/metriport#3970
File: packages/api/src/external/ehr/athenahealth/command/write-back/medication.ts:17-17
Timestamp: 2025-06-06T16:45:31.832Z
Learning: The writeMedicationToChart function in packages/api/src/external/ehr/athenahealth/command/write-back/medication.ts returns a response that is not currently used by any consumers, so changes to its return type are not breaking changes in practice.

Learnt from: keshavsaharia
PR: metriport/metriport#4075
File: packages/core/src/external/surescripts/fhir/medication-request.ts:76-83
Timestamp: 2025-06-25T18:42:07.231Z
Learning: In packages/core/src/external/surescripts/fhir/medication-request.ts, the getDispenseNote and getDosageInstruction functions are intentionally identical because the dashboard requires both the note and dosageInstruction fields of MedicationRequest to be populated with detail.directions for proper note display functionality.

Learnt from: keshavsaharia
PR: metriport/metriport#4359
File: packages/utils/src/surescripts/convert-customer-response.ts:70-91
Timestamp: 2025-08-18T17:40:14.461Z
Learning: The executeAsynchronously function from metriport/core/util/concurrency does not stop execution when individual items fail - it continues processing remaining items even if some throw errors, making individual try/catch blocks unnecessary for preventing execution abortion.

Learnt from: lucasdellabella
PR: metriport/metriport#4382
File: packages/utils/src/hl7v2-notifications/reprocess-adt-conversion-bundles/common.ts:36-48
Timestamp: 2025-08-15T18:57:28.999Z
Learning: In utility scripts like packages/utils/src/hl7v2-notifications/reprocess-adt-conversion-bundles/common.ts, user lucasdellabella prefers to let bundle parsing errors fail fast rather than adding error handling, as it provides immediate visibility into data issues during script execution.

Learnt from: lucasdellabella
PR: metriport/metriport#3866
File: packages/core/src/command/hl7v2-subscriptions/hl7v2-roster-generator.ts:142-151
Timestamp: 2025-05-27T16:10:48.223Z
Learning: In packages/core/src/command/hl7v2-subscriptions/hl7v2-roster-generator.ts, the user prefers to let axios errors bubble up naturally rather than adding try-catch blocks that re-throw with MetriportError wrappers, especially when the calling code already has retry mechanisms in place via simpleExecuteWithRetries.

Learnt from: thomasyopes
PR: metriport/metriport#4346
File: packages/core/src/external/ehr/athenahealth/command/get-bundle-by-resource-type.ts:25-29
Timestamp: 2025-08-13T21:37:33.680Z
Learning: In Athena EHR integration (packages/core/src/external/ehr/athenahealth/command/get-bundle-by-resource-type.ts), thomasyopes prefers hard-failing when secondary mappings fetch fails rather than graceful degradation, because these mappings control critical behaviors like contributionEncounterAppointmentTypesBlacklist and contributionEncounterSummariesEnabled. Running with default values when mappings are unavailable could lead to incorrect processing.

Learnt from: lucasdellabella
PR: metriport/metriport#4181
File: packages/api/src/command/medical/patient/batch-utils.ts:63-78
Timestamp: 2025-07-17T00:19:09.217Z
Learning: In batch processing utilities like packages/api/src/command/medical/patient/batch-utils.ts, user lucasdellabella prefers to keep the utility focused on its core responsibility (batching) and delegate retry logic to the calling code, rather than implementing retry mechanisms within the utility itself.

Learnt from: leite08
PR: metriport/metriport#3814
File: packages/api/src/routes/internal/medical/patient-consolidated.ts:141-174
Timestamp: 2025-05-20T21:26:26.804Z
Learning: The functionality introduced in packages/api/src/routes/internal/medical/patient-consolidated.ts is planned to be refactored in downstream PR #3857, including improvements to error handling and validation.

Learnt from: thomasyopes
PR: metriport/metriport#4061
File: packages/api/src/external/ehr/shared/job/bundle/create-resource-diff-bundles/run-job.ts:34-47
Timestamp: 2025-06-19T22:44:49.393Z
Learning: In packages/api/src/external/ehr/shared/job/bundle/create-resource-diff-bundles/run-job.ts, the team prefers to keep refreshEhrBundles operations grouped using fire-and-forget pattern rather than awaiting all operations with Promise.allSettled(). This allows individual refresh operations to run independently without blocking the job runner.

Learnt from: leite08
PR: metriport/metriport#3940
File: packages/core/src/command/consolidated/search/fhir-resource/search-consolidated.ts:60-73
Timestamp: 2025-05-31T21:29:39.196Z
Learning: In search-consolidated.ts, the user prefers to let errors bubble up from concurrent search operations (Promise.all) rather than catching them explicitly with try-catch blocks. Errors from searchFhirResources and searchDocuments should be allowed to propagate up the call stack.

Learnt from: thomasyopes
PR: metriport/metriport#4090
File: packages/core/src/command/conversion-fhir/conversion-fhir-direct.ts:18-25
Timestamp: 2025-06-25T01:56:08.732Z
Learning: In packages/core/src/command/conversion-fhir/conversion-fhir-direct.ts, the ConversionFhirDirect class is designed for local testing purposes and does not require comprehensive error handling for HTTP requests, as confirmed by the user thomasyopes.