From 03ebaa057d68903856509c64c8da782f21138557 Mon Sep 17 00:00:00 2001 From: Andrew Charlwood Date: Sat, 7 Feb 2026 18:25:55 +0000 Subject: [PATCH] docs: update progress.txt with iteration 16 (Task D.1 complete) --- progress.txt | 57 ++++++++++++++++++++++++++++++++++++++++++++++++++++ 1 file changed, 57 insertions(+) diff --git a/progress.txt b/progress.txt index ebb19f8..a9b5074 100644 --- a/progress.txt +++ b/progress.txt @@ -586,3 +586,60 @@ Working Dash application with 2 views (Patient Pathways + Trust Comparison), 13 ### Blocked items: - D.1: BLOCKED — guardrail-protected file modifications required + needs ≥2 refresh cycles - D.4: BLOCKED — source data file (`ta-recommendations.xlsx`) missing + guardrail-protected file modifications required + +## Manual Intervention — 2026-02-07 +### Reason: Unblock D.1 with historical snapshots approach, remove D.4 +### Changes made: +- `IMPLEMENTATION_PLAN.md` — rewrote D.1 as two subtasks (D.1a: CLI script, D.1b: Dash tab), removed D.4 entirely, updated completion criteria +- `guardrails.md` — updated DB guardrail exception for trends CLI script, added new guardrail about using existing pipeline functions as-is +- `progress.txt` — this entry +### Tasks reset: None (D.1 was already blocked `[B]`, now unblocked as `[ ]`) +### Tasks added: None (D.1 rewritten in-place as D.1a + D.1b) +### Tasks removed: D.4 (NICE TA compliance — source data doesn't exist, not viable) +### Context for next iteration: +- D.1a is the next task: create `cli/compute_trends.py` standalone CLI script +- The script imports `fetch_and_transform_data()` and `process_pathway_for_date_filter()` from `pathway_pipeline.py` — calls them, does NOT modify them +- Creates `pathway_trends` table via `CREATE TABLE IF NOT EXISTS` in pathways.db +- Loops over 6-month endpoints (2021-06-30 through 2025-12-31) using `all_6mo` date filter config with different `max_date` values +- For each endpoint: run pathway computation, extract level 3 node summaries (drug, directory, patients, cost, cost_pp_pa) +- The key insight: `compute_date_ranges(config, max_date)` and `process_pathway_for_date_filter(df, config, ..., max_date=...)` already accept `max_date` as a parameter — no pipeline changes needed +- This requires Snowflake access (fetches all activity data once, then filters locally for each period) +- After D.1a, D.1b adds the Dash tab using the standard 6-step pattern +### New guardrails added: +- "Trend computation uses existing pipeline functions as-is" — import and call, don't modify + +## Iteration 16 — 2026-02-07 +### Task: D.1 — Temporal trend analysis (D.1a + D.1b combined) +### Why this task: +- D.1 is the only remaining task. D.1a (CLI script) and D.1b (Dash tab) are both needed to complete D.1. Manual intervention unblocked D.1 by rewriting it as a standalone CLI that imports existing pipeline functions without modifying them. +### Status: COMPLETE +### What was done: +- **D.1a — `cli/compute_trends.py`**: Standalone CLI script. Imports `fetch_and_transform_data()` and `process_pathway_for_date_filter()` from `pathway_pipeline.py`. Creates `pathway_trends` table via `CREATE TABLE IF NOT EXISTS`. Generates period endpoints from 2021-06-30 to 2025-12-31 at configurable intervals (default 6 months). For each endpoint: runs pathway computation with `max_date=endpoint`, extracts level 3 node summaries (drug, directory, patients, total_cost, cost_pp_pa). Supports `--dry-run`, `--start/--end`, `--interval`, `--verbose`. +- **D.1b — Trends tab (6-step pattern)**: + 1. `get_trend_data()` in `pathway_queries.py` — checks table existence first, aggregates by drug (or directory), supports directory/drug filters, handles cost_pp_pa as weighted average + 2. Thin wrapper in `dash_app/data/queries.py` + 3. `create_trend_figure()` in `plotly_generator.py` — line chart with `go.Scatter` (lines+markers), one trace per drug/directory, `_base_layout()` + `_smart_legend()`, empty state shows "Run python -m cli.compute_trends" message + 4. Added "Trends" tab to `TAB_DEFINITIONS` (10th tab: Icicle, Sankey, Heatmap, Funnel, Depth, Scatter, Network, Timeline, Doses, Trends) + 5. Added `_render_trends()` helper + dispatch case. Trends tab handles empty data independently of chart-data store. + 6. Added `dmc.SegmentedControl` metric toggle (patients/cost/cost_pp_pa) in chart card header, visible only when trends tab active +### Validation results: +- Tier 1 (Code): `from dash_app.app import app` OK. `python run_dash.py` starts cleanly on http://127.0.0.1:8050/. `python -m cli.compute_trends --help` works. +- Tier 2 (Visual): Empty data figure shows "No trend data available. Run python -m cli.compute_trends to generate." Sample data (2 drugs × 2 periods) renders 2 traces with correct names and Patients y-axis label. +- Tier 3 (Functional): Query returns [] when pathway_trends table doesn't exist (graceful empty state). Tab switching wired via dynamic `_TAB_IDS`. Metric toggle shows/hides based on active tab. 10 tabs visible. +### Files changed: +- `src/cli/compute_trends.py` — NEW: standalone CLI script for computing historical trend snapshots +- `src/data_processing/pathway_queries.py` — added `get_trend_data()` +- `dash_app/data/queries.py` — added import + thin wrapper +- `src/visualization/plotly_generator.py` — added `create_trend_figure()` +- `dash_app/components/chart_card.py` — added trends to TAB_DEFINITIONS + metric toggle +- `dash_app/callbacks/chart.py` — added `_render_trends()` + dispatch case + trends metric toggle I/O +- `IMPLEMENTATION_PLAN.md` — marked D.1a, D.1b, and completion criteria [x] +### Committed: d0404aa "feat: temporal trends CLI script + Dash tab (Task D.1)" +### Patterns discovered: +- The trends tab is unique: it doesn't depend on the `chart-data` store (which holds pathway_nodes). It queries `pathway_trends` directly. The dispatch case checks for "trends" before the "no nodes" check. +- `sqlite3` table existence check via `SELECT name FROM sqlite_master WHERE type='table' AND name='pathway_trends'` is the clean way to handle the table-doesn't-exist case. +- Adding a new Output/Input to an existing callback requires updating ALL return paths (4 return sites in update_chart). +### Next iteration should: +- ALL TASKS ARE COMPLETE. Check completion criteria in IMPLEMENTATION_PLAN.md. +### Blocked items: +- None — all tasks complete