The cancellation policy page showed only the tenant policy, so nothing said
which services opt out of it. Service policies do not blend with the tenant one
— a service that has its own follows it completely — and without the table an
operator cannot tell why one service's penalty differs. It lists them with a
link to each service.
The waitlist had the matches endpoint and no way to reach it. The list answers
"who is waiting"; the question asked when capacity frees up is "who is waiting
for this slot", so the page now takes a service and a date and answers that.
The note says plainly that cancelling notifies them anyway — this is for
looking before deciding, not a second notification path.
Spacing is enforced at hold time rather than during candidate generation, which
costs one slot being shown and then refused, and saves a patient-history query
per candidate. That trade had no test; now a booking five days after the last
one is refused and one thirty days later goes through.
Checklists across all sixteen tasks are final: no pending rows, and the
warnings that remain are recorded decisions — one resolver instead of six
engines, a closed list instead of a registry, sample size three instead of ten
— each with the reason it was taken.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Task 09 shipped a powerful API that a non-technical clinic owner could not
safely use. This closes that gap: activation now requires having seen what the
rule actually does.
- PolicySimulator runs a policy against real past appointments and writes
nothing: evaluation works on facts (never entities), the whole run sits in a
transaction rolled back and cleared in `finally`, and a test counts rows in
five sensitive tables before and after
- activate() now demands a simulation of the *same version* — a report for
version 1 does not unlock version 2
- PolicyTemplateRegistry: six ready-made rules, so the common case never
touches a raw condition
- Severity from the affected ratio; 0% is a warning too, since a rule that
changes nothing usually has a condition that never matches
- An empty clinic still succeeds with a warning, otherwise a new clinic could
never activate anything
Admin: PoliciesPage, PolicyFormPage, PolicySimulationPage, and a
PolicyConditionBuilder built entirely from GET /policy-schema — a test proves a
field that exists only in the schema shows up with no frontend change, and that
operators are filtered per field type.
The schema response now carries per-field metadata (label, type, meaningful
operators) so the form has one source of truth instead of two.
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
- Created checklist for task 11: Package and Credit Ledger
- Created checklist for task 12: Treatment Course
- Created checklist for task 13: Cancellation Policy, No-Show, and Waitlist
- Created checklist for task 14: Domain Events and Utilization Reports
- Add implementation notes for cancellation and waitlist features.
- Create task documentation outlining goals, current status, and acceptance criteria for cancellation policy and resource utilization reporting.
- Establish architecture for domain events and outbox pattern to ensure reliable event publishing.
- Define database schema for domain events and necessary queries for resource utilization and plan accuracy reports.
- Implement detailed implementation notes covering edge cases, testing strategies, and documentation requirements.
