refactor: remove Trends tab from Patient Pathways (Task E.1)
Remove trends tab, metric toggle, render helper, and callback I/O from Patient Pathways view. Trends will be re-added as a standalone 3rd view in E.2-E.4. Preserved get_trend_data() and create_trend_figure() for reuse.
This commit is contained in:
Andrew Charlwood
+95
-5
@@ -10,19 +10,27 @@ Comprehensive review and improvement of all Plotly charts in the Dash dashboard.
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### What Changes
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- `src/visualization/plotly_generator.py` — shared styling constants, bug fixes, new chart functions
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- `src/data_processing/pathway_queries.py` — new query functions for Tier 3 analytics
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- `src/data_processing/pathway_queries.py` — new/modified query functions
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- `dash_app/data/queries.py` — thin wrappers for new queries
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- `dash_app/callbacks/chart.py` — heatmap metric toggle, new tab support
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- `dash_app/callbacks/chart.py` — remove Trends tab, fix chart height
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- `dash_app/callbacks/trust_comparison.py` — trust color palette, heatmap metric toggle
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- `dash_app/components/chart_card.py` — new tab definitions, metric toggle component
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- `dash_app/callbacks/trends.py` — NEW: Trends view callbacks (directorate overview + drug drill-down)
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- `dash_app/callbacks/__init__.py` — register new trends callbacks
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- `dash_app/components/chart_card.py` — remove Trends tab, metric toggle cleanup
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- `dash_app/components/trust_comparison.py` — metric toggle component
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- `dash_app/components/trends.py` — NEW: Trends landing + detail components
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- `dash_app/components/sidebar.py` — add Trends nav item
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- `dash_app/callbacks/navigation.py` — 3-way view switching
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- `dash_app/callbacks/filters.py` — add nav-trends input
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- `dash_app/app.py` — add trends-view to layout, add selected_trends_directorate to app-state
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- `dash_app/assets/nhs.css` — chart height CSS for responsive sizing
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### What Stays (DO NOT MODIFY)
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- Pipeline/analysis logic: `pathway_pipeline.py`, `transforms.py`, `diagnosis_lookup.py`, `pathway_analyzer.py`
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- Database schema and `pathway_nodes` table
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- CLI refresh command
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- CLI refresh command and `cli/compute_trends.py`
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- Existing callback chain architecture (app-state → chart-data → UI)
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- Two-view architecture (Patient Pathways + Trust Comparison)
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- Trust Comparison view (unchanged)
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---
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@@ -241,6 +249,78 @@ Comprehensive review and improvement of all Plotly charts in the Dash dashboard.
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- **Checkpoint**: Timeline tab shows when each drug cohort was active
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---
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## Phase E: Trends View Redesign + Chart Height
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### E.1 Remove Trends tab from Patient Pathways
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- [x] Remove `("trends", "Trends")` from `TAB_DEFINITIONS` in `dash_app/components/chart_card.py`
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- [x] Remove `trends-metric-wrapper` div and `trends-metric-toggle` SegmentedControl from `chart_card.py`
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- [x] Remove `_render_trends()` helper from `dash_app/callbacks/chart.py`
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- [x] Remove `elif active_tab == "trends"` dispatch case from `update_chart()`
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- [x] Remove `Output("trends-metric-wrapper", "style")` and `Input("trends-metric-toggle", "value")` from `update_chart()` callback signature — updated ALL 4 return paths to return 3 values instead of 4
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- [x] Remove thin wrapper `get_trend_data()` from `dash_app/data/queries.py` (will be re-imported by the new Trends view callbacks)
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- [x] Keep `get_trend_data()` in `pathway_queries.py` — it's still used by the new Trends view
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- [x] Keep `create_trend_figure()` in `plotly_generator.py` — it's still used by the new Trends view
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- **Checkpoint**: Patient Pathways has 9 tabs (Icicle through Doses, no Trends). `python run_dash.py` starts cleanly. PASSED.
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### E.2 Add Trends sidebar nav item + view container
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- [ ] Add `"trends"` icon SVG to `_ICONS` dict in `dash_app/components/sidebar.py` — use a line chart icon: `<polyline points="22 12 18 12 15 21 9 3 6 12 2 12"/>`
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- [ ] Add `_sidebar_item("Trends", "trends", active=False, item_id="nav-trends")` to sidebar children
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- [ ] Add `html.Div(id="trends-view", style={"display": "none"}, children=[...])` to `app.py` layout inside `view-container`, after `trust-comparison-view`
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- [ ] Update `switch_view()` in `dash_app/callbacks/navigation.py`:
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- Add `Output("trends-view", "style")` and `Output("nav-trends", "className")` — now 3 views, 3 nav items (6 outputs total)
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- Handle 3-way switching: `"patient-pathways"`, `"trust-comparison"`, `"trends"`
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- [ ] Update `update_app_state()` in `dash_app/callbacks/filters.py`:
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- Add `Input("nav-trends", "n_clicks")`
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- Add `elif triggered_id == "nav-trends": active_view = "trends"` case
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- **Checkpoint**: 3 sidebar items visible. Clicking "Trends" switches to empty trends view. `python run_dash.py` starts cleanly.
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### E.3 Create Trends landing page — directorate-level trends
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- [ ] Create `dash_app/components/trends.py`:
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- `make_trends_landing()` — container with title, description, metric toggle (`dmc.SegmentedControl` id: `trends-view-metric-toggle`, options: Patients / Cost per Patient / Cost per Patient p.a.), and `dcc.Graph(id="trends-overview-chart")` wrapped in `dcc.Loading`
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- `make_trends_detail()` — hidden container with back button (id: `trends-back-btn`), title (id: `trends-detail-title`), same metric toggle, and `dcc.Graph(id="trends-detail-chart")` wrapped in `dcc.Loading`
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- [ ] Update `get_trend_data()` in `pathway_queries.py` to support `group_by` parameter:
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- `group_by="drug"` (default, existing behavior): one line per drug
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- `group_by="directory"`: one line per directory (aggregate drugs within each directory)
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- When `group_by="directory"`: `SELECT period_end, directory AS name, SUM(...) ... GROUP BY period_end, directory`
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- [ ] Update thin wrapper in `dash_app/data/queries.py` to pass `group_by` param
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- [ ] Create `dash_app/callbacks/trends.py` with `register_trends_callbacks(app)`:
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- Callback to render directorate-level chart: Input `app-state` + `trends-view-metric-toggle` → Output `trends-overview-chart` figure. Calls `get_trend_data(group_by="directory", metric=...)` → `create_trend_figure(data, title, metric)`.
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- Only fires when `active_view == "trends"` and `selected_trends_directorate` is None.
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- [ ] Register in `dash_app/callbacks/__init__.py`
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- [ ] Rename "Cost" label to "Cost per Patient" in the metric toggle options (value stays `total_cost`)
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- [ ] Wire `trends-view` div in `app.py` to contain `make_trends_landing()` + `make_trends_detail()`
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- **Checkpoint**: Trends view shows directorate-level line chart. Metric toggle switches y-axis. Lines show one per directorate.
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### E.4 Add drug drill-down within Trends view
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- [ ] Add `selected_trends_directorate` key (default `None`) to `app-state` initial data in `app.py`
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- [ ] Add directorate selection callback in `dash_app/callbacks/trends.py`:
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- Clicking a line/trace on the overview chart sets `selected_trends_directorate` in app-state
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- Use `clickData` from `trends-overview-chart` as Input
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- Extract directorate name from the clicked trace's `name` attribute
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- Update `app-state` with `selected_trends_directorate`
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- [ ] Add landing/detail toggle callback:
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- Input: `app-state` → show/hide `trends-landing` vs `trends-detail`
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- When `selected_trends_directorate` is set: hide landing, show detail with title "[Directorate] — Drug Trends"
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- [ ] Add detail chart callback:
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- Input: `app-state` + `trends-view-metric-toggle` → Output `trends-detail-chart`
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- Calls `get_trend_data(directory=selected, metric=..., group_by="drug")` → `create_trend_figure()`
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- Only fires when `selected_trends_directorate` is not None
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- [ ] Add back button callback:
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- Clicking `trends-back-btn` clears `selected_trends_directorate` in app-state → returns to landing
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- **Checkpoint**: Click a directorate line → drill into drug-level trends. Back button returns to overview. `python run_dash.py` starts cleanly.
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### E.5 Fix chart height to fill viewport
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- [ ] In `create_trend_figure()` in `plotly_generator.py`: remove explicit `height=500`, let `autosize=True` (from `_base_layout()`) handle it
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- [ ] For ALL Patient Pathways chart functions (icicle, sankey, heatmap, funnel, depth, scatter, network, timeline, doses): review and remove fixed `height=...` values where appropriate. Replace with responsive height:
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- For charts with dynamic height (e.g. `max(400, n_bars * 28 + 150)`): keep the dynamic calculation but ensure minimum is high enough to fill viewport
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- For charts with fixed `height=500`: remove it
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- [ ] Add CSS rule to ensure `#pathway-chart .js-plotly-plot, #pathway-chart .plot-container` have `height: 100%` to propagate the flex container height to the Plotly div
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- [ ] Verify the existing CSS flex chain propagates correctly: `.chart-card` → `.dash-loading-callback` → `#chart-container` → `#pathway-chart`
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- [ ] Rename "Cost" to "Cost per Patient" in any remaining metric toggle labels (heatmap toggles in `chart_card.py` and `trust_comparison.py`)
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- **Checkpoint**: Charts fill available viewport height in Patient Pathways. No fixed 500px cutoff. `python run_dash.py` starts cleanly.
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---
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## Completion Criteria
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@@ -273,6 +353,16 @@ Comprehensive review and improvement of all Plotly charts in the Dash dashboard.
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- [x] Drug timeline shows Gantt-style cohort activity
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- [x] `python run_dash.py` starts cleanly
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### Phase E
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- [ ] Trends tab removed from Patient Pathways (9 tabs remain)
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- [ ] 3rd sidebar item "Trends" visible and functional
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- [ ] Trends landing page shows directorate-level line chart with metric toggle
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- [ ] Clicking a directorate drills into drug-level trends
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- [ ] Back button returns to directorate overview
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- [ ] Charts fill available viewport height (no fixed 500px cutoff)
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- [ ] "Cost" renamed to "Cost per Patient" in metric toggles
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- [ ] `python run_dash.py` starts cleanly
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---
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## Key Reference Files
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@@ -417,25 +417,6 @@ def _render_doses(app_state, title):
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return create_dosing_distribution_figure(data, title)
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def _render_trends(app_state, title, metric="patients"):
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"""Build the temporal trends line chart."""
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from dash_app.data.queries import get_trend_data
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from visualization.plotly_generator import create_trend_figure
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selected_dirs = (app_state or {}).get("selected_directorates") or []
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selected_drugs = (app_state or {}).get("selected_drugs") or []
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directory = selected_dirs[0] if len(selected_dirs) == 1 else None
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drug = selected_drugs[0] if len(selected_drugs) == 1 else None
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try:
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data = get_trend_data(metric=metric, directory=directory, drug=drug)
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except Exception:
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log.exception("Failed to load trend data")
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return _empty_figure("Failed to load trend data.")
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return create_trend_figure(data, title, metric=metric)
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def register_chart_callbacks(app):
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"""Register tab switching, pathway data loading, and chart rendering callbacks."""
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@@ -515,21 +496,18 @@ def register_chart_callbacks(app):
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Output("pathway-chart", "figure"),
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Output("chart-subtitle", "children"),
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Output("heatmap-metric-wrapper", "style"),
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Output("trends-metric-wrapper", "style"),
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Input("chart-data", "data"),
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Input("active-tab", "data"),
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Input("app-state", "data"),
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Input("heatmap-metric-toggle", "value"),
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Input("trends-metric-toggle", "value"),
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)
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def update_chart(chart_data, active_tab, app_state, heatmap_metric, trends_metric):
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def update_chart(chart_data, active_tab, app_state, heatmap_metric):
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"""Render the active tab's chart from chart-data nodes."""
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active_tab = active_tab or "icicle"
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chart_type = (app_state or {}).get("chart_type", "directory")
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# Show/hide metric toggles based on active tab
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# Show/hide metric toggle based on active tab
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heatmap_toggle_style = {} if active_tab == "heatmap" else {"display": "none"}
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trends_toggle_style = {} if active_tab == "trends" else {"display": "none"}
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if chart_type == "indication":
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subtitle = "Trust \u2192 Indication \u2192 Drug \u2192 Patient Pathway"
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@@ -537,24 +515,17 @@ def register_chart_callbacks(app):
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subtitle = "Trust \u2192 Directorate \u2192 Drug \u2192 Patient Pathway"
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if not chart_data:
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return no_update, no_update, heatmap_toggle_style, trends_toggle_style
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return no_update, no_update, heatmap_toggle_style
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error_msg = chart_data.get("error")
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if error_msg:
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return _empty_figure(error_msg), subtitle, heatmap_toggle_style, trends_toggle_style
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# Trends tab doesn't depend on chart-data nodes
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if active_tab == "trends":
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title = _generate_chart_title(app_state) if app_state else ""
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metric = trends_metric or "patients"
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fig = _render_trends(app_state, title, metric=metric)
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return fig, subtitle, heatmap_toggle_style, trends_toggle_style
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return _empty_figure(error_msg), subtitle, heatmap_toggle_style
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if not chart_data.get("nodes"):
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return _empty_figure(
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"No matching pathways found.\n"
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"Try adjusting your filters."
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), subtitle, heatmap_toggle_style, trends_toggle_style
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), subtitle, heatmap_toggle_style
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# Lazy rendering — only compute the active tab's chart
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title = _generate_chart_title(app_state) if app_state else ""
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@@ -609,4 +580,4 @@ def register_chart_callbacks(app):
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tab_label = dict(TAB_DEFINITIONS).get(active_tab, active_tab)
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fig = _empty_figure(f"{tab_label} chart — coming soon")
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return fig, subtitle, heatmap_toggle_style, trends_toggle_style
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return fig, subtitle, heatmap_toggle_style
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@@ -14,7 +14,6 @@ TAB_DEFINITIONS = [
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("network", "Network"),
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("timeline", "Timeline"),
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("doses", "Doses"),
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("trends", "Trends"),
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]
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# Full set retained for Trust Comparison dashboard (Phase 10.8)
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@@ -95,23 +94,6 @@ def make_chart_card():
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),
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],
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),
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# Trends metric toggle — visible only when trends tab active
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html.Div(
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id="trends-metric-wrapper",
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style={"display": "none"},
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children=[
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dmc.SegmentedControl(
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id="trends-metric-toggle",
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data=[
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{"value": "patients", "label": "Patients"},
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{"value": "total_cost", "label": "Cost"},
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{"value": "cost_pp_pa", "label": "Cost p.a."},
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],
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value="patients",
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size="xs",
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),
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],
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),
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],
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),
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# Chart area with loading spinner
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@@ -30,7 +30,6 @@ from data_processing.pathway_queries import (
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get_drug_network as _get_drug_network,
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get_drug_timeline as _get_drug_timeline,
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get_dosing_distribution as _get_dosing_distribution,
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get_trend_data as _get_trend_data,
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)
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DB_PATH = Path(__file__).resolve().parents[2] / "data" / "pathways.db"
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@@ -252,10 +251,3 @@ def get_dosing_distribution(
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return _get_dosing_distribution(DB_PATH, date_filter_id, chart_type, directory, trust)
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def get_trend_data(
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metric: str = "patients",
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directory: Optional[str] = None,
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drug: Optional[str] = None,
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) -> list[dict]:
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"""Time-series trend data from pathway_trends table."""
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return _get_trend_data(DB_PATH, metric, directory, drug)
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+61
-1
@@ -640,6 +640,66 @@ Working Dash application with 2 views (Patient Pathways + Trust Comparison), 13
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- `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.
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- Adding a new Output/Input to an existing callback requires updating ALL return paths (4 return sites in update_chart).
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### Next iteration should:
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- ALL TASKS ARE COMPLETE. Check completion criteria in IMPLEMENTATION_PLAN.md.
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- See Manual Intervention below — Phase E tasks added.
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### Blocked items:
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- None — all tasks complete
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## Manual Intervention — 2026-02-07
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### Reason: Redesign temporal trends as standalone view + fix chart height
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### Changes made:
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- `IMPLEMENTATION_PLAN.md` — added Phase E with 5 tasks (E.1–E.5), updated "What Changes" section, added Phase E completion criteria
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- `guardrails.md` — added guardrails for 3-view navigation and Trends view state
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- `progress.txt` — this entry
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### Tasks reset: None (all Phase A–D tasks remain complete)
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### Tasks added:
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- E.1: Remove Trends tab from Patient Pathways
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- E.2: Add Trends sidebar nav item + view container (3rd top-level view)
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- E.3: Create Trends landing page — directorate-level overview chart with metric toggle
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- E.4: Add drug drill-down within Trends view (click directorate → drug-level trends)
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- E.5: Fix chart height to fill viewport + rename "Cost" to "Cost per Patient"
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### Context for next iteration:
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- Start with E.1 (remove Trends from Patient Pathways) — this is a cleanup task that simplifies the codebase before adding the new view
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- E.1 involves removing the trends tab from TAB_DEFINITIONS, removing the trends-metric-wrapper/toggle from chart_card.py, removing _render_trends() and its dispatch case from chart.py, and cleaning up the update_chart() callback signature (remove trends Output/Input). CRITICAL: update ALL return paths in update_chart() when removing the trends toggle style output.
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- After E.1, E.2 adds the 3rd sidebar item and empty view container. Key files: sidebar.py (add icon + nav item), app.py (add trends-view div), navigation.py (3-way switch_view), filters.py (add nav-trends Input)
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- E.3 creates the new Trends view components and callbacks. The existing `get_trend_data()` in pathway_queries.py needs a `group_by` parameter added. `create_trend_figure()` in plotly_generator.py is reused as-is.
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- E.4 adds drill-down using the same landing/detail toggle pattern as Trust Comparison (selected_trends_directorate in app-state)
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- E.5 fixes chart height by removing fixed height values and relying on CSS flex + responsive=True
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- The existing `get_trend_data()` query already supports directory filter and drug filter. For directorate-level grouping, add a `group_by="directory"` parameter that changes the SQL GROUP BY from drug to directory.
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- Keep `create_trend_figure()` — it already handles any number of named series
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### New guardrails added:
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- "3-view navigation pattern" — when modifying switch_view or update_app_state, update ALL outputs/return paths for 3 views
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- "Trends view state in app-state" — selected_trends_directorate must be in app-state initial data
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## Iteration 17 — 2026-02-07
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### Task: E.1 — Remove Trends tab from Patient Pathways
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### Why this task:
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- E.1 is the first Phase E task. Progress.txt explicitly recommended it. It's a cleanup prerequisite — the Trends tab must be removed from Patient Pathways before re-adding it as a standalone 3rd view in E.2–E.4.
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### Status: COMPLETE
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### What was done:
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- **chart_card.py**: Removed `("trends", "Trends")` from `TAB_DEFINITIONS` (now 9 tabs: Icicle through Doses). Removed `trends-metric-wrapper` div and `trends-metric-toggle` SegmentedControl from chart card header.
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- **chart.py**: Removed `_render_trends()` helper function (~17 lines). Removed `Output("trends-metric-wrapper", "style")` and `Input("trends-metric-toggle", "value")` from `update_chart()` callback. Removed `trends_metric` parameter. Removed `trends_toggle_style` variable and the entire `if active_tab == "trends"` dispatch block. Updated ALL 4 return paths from 4-tuple to 3-tuple (figure, subtitle, heatmap_toggle_style).
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- **queries.py**: Removed `get_trend_data` import from the import block and removed the `get_trend_data()` thin wrapper function.
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- **Preserved**: `get_trend_data()` in `pathway_queries.py` and `create_trend_figure()` in `plotly_generator.py` — both still needed for the new Trends view.
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### Validation results:
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- Tier 1 (Code): `from dash_app.app import app` OK. `python run_dash.py` starts cleanly on http://127.0.0.1:8050/.
|
||||
- Tier 2 (Visual): 9 tabs visible (Icicle, Sankey, Heatmap, Funnel, Depth, Scatter, Network, Timeline, Doses). No Trends tab.
|
||||
- Tier 3 (Functional): Callback signature now has 3 Outputs, 4 Inputs (was 4 Outputs, 5 Inputs). All 4 return paths updated correctly.
|
||||
### Files changed:
|
||||
- `dash_app/components/chart_card.py` — removed trends tab + metric toggle
|
||||
- `dash_app/callbacks/chart.py` — removed _render_trends + trends dispatch + trends I/O
|
||||
- `dash_app/data/queries.py` — removed get_trend_data import + wrapper
|
||||
- `IMPLEMENTATION_PLAN.md` — marked E.1 subtasks [x]
|
||||
### Committed: [pending]
|
||||
### Patterns discovered:
|
||||
- Removing a callback Output/Input required updating exactly 4 return paths: (1) no chart_data, (2) error_msg, (3) no nodes, (4) final return with fig. Guardrail about counting return paths before/after was essential.
|
||||
- The `dmc` import in chart_card.py is still needed for the heatmap metric toggle — only the trends toggle was removed.
|
||||
### Next iteration should:
|
||||
- Do Task E.2: Add Trends sidebar nav item + view container. Key files to read:
|
||||
1. `dash_app/components/sidebar.py` — add "trends" icon + 3rd nav item
|
||||
2. `dash_app/app.py` — add `trends-view` div to layout, add `selected_trends_directorate` to app-state initial data
|
||||
3. `dash_app/callbacks/navigation.py` — update `switch_view()` for 3 views (6 outputs: 3 view styles + 3 nav classNames)
|
||||
4. `dash_app/callbacks/filters.py` — add `Input("nav-trends", "n_clicks")` to `update_app_state()`
|
||||
- CRITICAL: The `switch_view()` callback must handle 3 views with 6 Outputs. Read the existing 2-view implementation first to understand the pattern, then extend to 3.
|
||||
- CRITICAL: `update_app_state()` has multiple return paths — ensure ALL handle the new "trends" active_view case.
|
||||
### Blocked items:
|
||||
- None
|
||||
|
||||
Reference in New Issue
Block a user