- Add 3 new visualization functions to plotly_generator.py:
create_trust_market_share_figure, create_trust_heatmap_figure,
create_trust_duration_figure
- Replace 6 placeholder callbacks in trust_comparison.py with real
implementations using trust-comparison queries + figure builders
- Cost Waterfall reuses existing figure function via key mapping
- Dosing reuses existing create_dosing_figure with group_by="trust"
- Cost Effectiveness reuses existing function scoped to directorate
- All 6 charts respond to date filter and chart type toggle
- Validated with both directory (RHEUMATOLOGY) and indication (asthma)
New per-trust-within-directorate queries:
- get_trust_market_share: drugs by trust within a directorate
- get_trust_cost_waterfall: cost per patient by trust
- get_trust_dosing: drug dosing intervals by trust
- get_trust_heatmap: trust x drug matrix for one directorate
- get_trust_durations: drug durations by trust
Also verified existing get_pathway_costs(directory=X) works for
directorate-scoped Cost Effectiveness (no new function needed).
Thin wrappers added in dash_app/data/queries.py.
Removed 6 chart tabs (Market Share, Cost Effectiveness, Cost Waterfall,
Dosing, Heatmap, Duration) from the Patient Pathways tab bar. These will
reappear in the Trust Comparison dashboard (Task 10.8).
All _render_* helper functions preserved in chart.py for reuse.
Extract chart type toggle and date filter dropdowns from filter_bar.py
into a new sub-header component. Sub-header is fixed-position below the
main header, visible across both views. Filter bar now contains only
drug/trust/directorate buttons for Patient Pathways view.
All 8 chart tabs verified — queries, figures, and filter dispatch
tested in both directory and indication modes. CLAUDE.md updated
with new chart types, query functions, and parsing utilities.
Phase 9 completion criteria all satisfied.
- Create create_cost_effectiveness_figure() in plotly_generator.py
Horizontal lollipop chart with dot size by patient count,
colour gradient green→amber→red by cost, retention annotations
- Fix calculate_retention_rate() to accept both 'value' and 'patients' keys
- Add _render_cost_effectiveness() dispatch in chart.py callbacks
- Wire into tab switching for active_tab='cost-effectiveness'
- create_market_share_figure() in src/visualization/plotly_generator.py
- Horizontal stacked bar chart: directorates × drugs with patient %
- Wire into tab dispatch via _render_market_share() helper in chart.py
- Responds to date, chart type, trust, and directorate filters
New query functions in src/data_processing/pathway_queries.py:
- get_drug_market_share: Level 3 drug nodes grouped by directory
- get_pathway_costs: Level 4+ pathway nodes with cost_pp_pa
- get_cost_waterfall: Directorate cost per patient from level 3 aggregation
- get_drug_transitions: Sankey source/target drug transitions with ordinal line labels
- get_dosing_intervals: Parsed average_spacing by trust/directory
- get_drug_directory_matrix: Directory x drug pivot with patient/cost metrics
- get_treatment_durations: Weighted avg_days by drug within directorates
Thin wrappers added in dash_app/data/queries.py for all 7 functions.
- Create src/data_processing/parsing.py with parse_average_spacing(),
parse_pathway_drugs(), and calculate_retention_rate()
- Add 8-tab bar to chart_card.py (Icicle, Market Share, Cost Effectiveness,
Cost Waterfall, Sankey, Dosing, Heatmap, Duration)
- Add active-tab dcc.Store and tab switching callback in chart.py
- Remove Chart Views section from sidebar (now in tab bar)
- Lazy rendering: only active tab's chart is computed
- Add _prune_empty_ancestors() to remove directorate/trust nodes with no
matching children when drug or directorate filters are active (e.g.,
filtering by Immunoglobulin no longer shows empty Ophthalmology box)
- Sum level-3 drug nodes for KPI values when entity filters are active
instead of using the root node's pre-computed unfiltered totals
- Created 3 separate modals: Drug Selection (lg), Trust Selection (sm),
Directorate Browser (xl) with centered overlay
- Added filter trigger buttons to filter bar with count badges
- Added "Clear All" button in filter bar for global filter reset
- Per-modal clear buttons for drugs and trusts
- Preserved all existing selection logic (same component IDs)
- Deleted drawer.py component and callbacks (replaced by modals.py)
- Updated CSS: filter-btn styles, modal chip/badge styles
Drug filter WHERE clause used `drug_sequence IS NULL` to keep ancestor nodes,
but levels 0-2 have empty string '' not NULL. Changed to level-based gating:
- Drug filter: `(level < 3 OR drug_sequence LIKE ...)`
- Directorate filter: `(level < 2 OR directory IN (...) OR directory IS NULL OR directory = '')`
- Trust filter was already correct (had `OR trust_name = ''`)
Badge IDs changed from f"{directorate}|{frag}" to f"{directorate}|{search_term}|{frag}"
to handle fragments appearing under multiple indications within the same directorate.
Callback parsing updated to use rsplit("|", 1)[-1] for the 3-part key.
Rewrote README.md, USER_GUIDE.md, and DEPLOYMENT.md to reflect
the Dash application. Updated RALPH_PROMPT.md, guardrails.md, and
DESIGN_SYSTEM.md to remove Reflex references. All non-archive
documentation now reflects the current Dash + DMC architecture.
Andrew Charlwood