Add date-scoped FRICHMOND checklist with pending-only carry-over; remove Profile Plans/Pendings

README.md

@@ -52,8 +52,8 @@ Each open patient has eight focused tabs:
 
 | Tab | Purpose |
 |---|---|
-| **Profile** | Demographics plus case-review notes (clinical summary, chief complaint, HPI, PMH, PE), diagnosis, and clinical details |
-| **FRICHMOND** | Daily progress notes (Fluid, Respiratory, Infectious, Cardiovascular, Hema, Metabolic, Output, Neuro, Drugs) with a Copy latest entry action to carry forward all daily fields |
+| **Profile** | Demographics plus case-review notes (clinical summary, chief complaint, HPI, PMH, PE), diagnosis, and clerk notes |
+| **FRICHMOND** | Daily progress notes (Fluid, Respiratory, Infectious, Cardiovascular, Hema, Metabolic, Output, Neuro, Drugs), assessment, plan, and checklist with Copy latest entry carrying forward pending checklist items only |
 | **Vitals** | Temp, BP, HR, RR, O₂ saturation with history |
 | **Labs** | CBC, urinalysis, Blood Chemistry, ABG (with auto-calculated pO2/FiO2 and conditional Desired FiO2 when FiO2 > 21% or pO2 < 60; target PaO2 = 60), and Others (custom label + freeform result); trend comparison applies to structured templates, while Others stays plain |
 | **Medications** | Active medication list with status tracking |
@@ -64,7 +64,7 @@ Each open patient has eight focused tabs:
 ### Reporting & Export
 
 - **Profile summary** follows room/name header, main/referral service split, `Dx`, and optional `Notes` blocks.
-- **FRICHMOND summary** uses `ROOM - LASTNAME, First — MM-DD-YYYY`, removes orders, and includes daily vitals min–max ranges.
+- **FRICHMOND summary** uses `ROOM - LASTNAME, First — MM-DD-YYYY`, removes orders, includes daily vitals min–max ranges, and outputs checklist pending/completed lines when present.
 - **Vitals summary** supports multi-patient selection and date/time window filtering.
 - **Labs summary** supports arbitrary instance selection per patient; comparison mode runs only when exactly 2 instances of the same non-Others lab template are selected.
 - **Orders summary** supports date/time filtering using order date/time fields and preserves order text exactly as entered.

package.json

@@ -1,7 +1,7 @@
 {
   "name": "app",
   "private": true,
-    "version": "1.3.8",
+    "version": "1.3.9",
   "type": "module",
   "scripts": {
     "dev": "vite",

src/App.tsx

@@ -10,6 +10,7 @@ import {
 import { useLiveQuery } from 'dexie-react-hooks'
 import { db } from './db'
 import type {
+  DailyChecklistItem,
   DailyUpdate,
   LabEntry,
   MedicationEntry,
@@ -230,8 +231,22 @@ const initialDailyUpdateForm: DailyUpdateFormState = {
   other: '',
   assessment: '',
   plans: '',
+  checklist: [],
 }
 
+const normalizeDailyChecklist = (checklist: DailyChecklistItem[] | undefined): DailyChecklistItem[] => {
+  if (!Array.isArray(checklist)) return []
+  return checklist
+    .map((item) => ({
+      text: typeof item?.text === 'string' ? item.text.trim() : '',
+      completed: item?.completed === true,
+    }))
+    .filter((item) => item.text.length > 0)
+}
+
+const toPendingDailyChecklist = (checklist: DailyChecklistItem[] | undefined): DailyChecklistItem[] =>
+  normalizeDailyChecklist(checklist).filter((item) => !item.completed)
+
 const getNormalAaDo2 = (age: number): number => {
   const decadesAboveThirty = age > 30 ? Math.floor((age - 30) / 10) : 0
   return 15 + decadesAboveThirty * 3
@@ -326,6 +341,7 @@ function App() {
   const [profileForm, setProfileForm] = useState<ProfileFormState>(initialProfileForm)
   const [dailyDate, setDailyDate] = useState(() => toLocalISODate())
   const [dailyUpdateForm, setDailyUpdateForm] = useState<DailyUpdateFormState>(initialDailyUpdateForm)
+  const [dailyChecklistDraft, setDailyChecklistDraft] = useState('')
   const [dailyUpdateId, setDailyUpdateId] = useState<number | undefined>(undefined)
   const [vitalForm, setVitalForm] = useState<VitalFormState>(() => initialVitalForm())
   const [editingVitalId, setEditingVitalId] = useState<number | null>(null)
@@ -1118,8 +1134,26 @@ function App() {
   const loadDailyUpdate = async (patientId: number, date: string) => {
     const update = await db.dailyUpdates.where('[patientId+date]').equals([patientId, date]).first()
     if (!update) {
+      const updates = await db.dailyUpdates.where('patientId').equals(patientId).toArray()
+      const latestPriorUpdate = updates
+        .filter((candidate) => candidate.date < date)
+        .reduce<DailyUpdate | null>((latest, candidate) => {
+          if (!latest) return candidate
+          if (candidate.date !== latest.date) return candidate.date > latest.date ? candidate : latest
+          const latestTimestamp = Date.parse(latest.lastUpdated)
+          const candidateTimestamp = Date.parse(candidate.lastUpdated)
+          if (Number.isFinite(candidateTimestamp) && Number.isFinite(latestTimestamp)) {
+            return candidateTimestamp >= latestTimestamp ? candidate : latest
+          }
+          return candidate
+        }, null)
+
       setDailyUpdateId(undefined)
-      setDailyUpdateForm(initialDailyUpdateForm)
+      setDailyUpdateForm({
+        ...initialDailyUpdateForm,
+        checklist: toPendingDailyChecklist(latestPriorUpdate?.checklist),
+      })
+      setDailyChecklistDraft('')
       setDailyDirty(false)
       return
     }
@@ -1138,7 +1172,9 @@ function App() {
       other: update.other,
       assessment: update.assessment,
       plans: update.plans,
+      checklist: normalizeDailyChecklist(update.checklist),
     })
+    setDailyChecklistDraft('')
     setDailyDirty(false)
   }
 
@@ -1156,6 +1192,7 @@ function App() {
       other: update.other,
       assessment: update.assessment,
       plans: update.plans,
+      checklist: toPendingDailyChecklist(update.checklist),
     })
     setDailyDirty(true)
   }, [])
@@ -2506,6 +2543,10 @@ function App() {
         other: 'Ambulates with minimal assistance; tolerates soft diet.',
         assessment: 'CAP, clinically improving with stable cardiorespiratory parameters.',
         plans: 'Continue current antibiotics today then reassess de-escalation.\nRepeat CBC/electrolytes tomorrow.\nCoordinate discharge planning once clinically stable.',
+        checklist: [
+          { text: 'For CTT insertion, 02-25', completed: false },
+          { text: 'Chest CT with contrast', completed: true },
+        ],
         lastUpdated: now,
       })
 
@@ -3138,32 +3179,6 @@ function App() {
                         onOpenPhotoById={openPhotoById}
                       />
                     </div>
-                    <div className='space-y-1'>
-                      <Label htmlFor='profile-plans'>Plans</Label>
-                      <PhotoMentionField
-                        ariaLabel='Plans'
-                        placeholder='Plans'
-                        className='min-h-24'
-                        value={profileForm.plans}
-                        onChange={(nextValue) => updateProfileField('plans', nextValue)}
-                        attachments={mentionableAttachments}
-                        attachmentByTitle={mentionableAttachmentByTitle}
-                        onOpenPhotoById={openPhotoById}
-                      />
-                    </div>
-                    <div className='space-y-1'>
-                      <Label htmlFor='profile-pendings'>Pendings</Label>
-                      <PhotoMentionField
-                        ariaLabel='Pendings'
-                        placeholder='Pendings'
-                        className='min-h-24'
-                        value={profileForm.pendings}
-                        onChange={(nextValue) => updateProfileField('pendings', nextValue)}
-                        attachments={mentionableAttachments}
-                        attachmentByTitle={mentionableAttachmentByTitle}
-                        onOpenPhotoById={openPhotoById}
-                      />
-                    </div>
                     <div className='space-y-1'>
                       <Label htmlFor='profile-clerknotes'>Clerk notes</Label>
                       <PhotoMentionField
@@ -3245,7 +3260,7 @@ function App() {
                         <p className='text-xs text-clay'>No saved daily entries yet.</p>
                       )}
                     </div>
-                    <p className='text-xs text-clay'>Copies all daily fields (FRICHMOND, assessment, plan) from the latest saved date.</p>
+                    <p className='text-xs text-clay'>Copies FRICHMOND fields, assessment, plan, and only pending checklist items from the latest saved date.</p>
                     <div className='space-y-1'>
                       <Label>Fluid</Label>
                       <PhotoMentionField
@@ -3426,6 +3441,86 @@ function App() {
                         onOpenPhotoById={openPhotoById}
                       />
                     </div>
+                    <div className='space-y-2'>
+                      <Label>Checklist</Label>
+                      <div className='flex gap-2'>
+                        <Input
+                          aria-label='Checklist item'
+                          placeholder='Add checklist item'
+                          value={dailyChecklistDraft}
+                          onChange={(event) => setDailyChecklistDraft(event.target.value)}
+                          onKeyDown={(event) => {
+                            if (event.key !== 'Enter') return
+                            const nextItem = dailyChecklistDraft.trim()
+                            if (!nextItem) return
+                            event.preventDefault()
+                            setDailyUpdateForm({
+                              ...dailyUpdateForm,
+                              checklist: [...dailyUpdateForm.checklist, { text: nextItem, completed: false }],
+                            })
+                            setDailyChecklistDraft('')
+                            setDailyDirty(true)
+                          }}
+                        />
+                        <Button
+                          type='button'
+                          variant='secondary'
+                          onClick={() => {
+                            const nextItem = dailyChecklistDraft.trim()
+                            if (!nextItem) return
+                            setDailyUpdateForm({
+                              ...dailyUpdateForm,
+                              checklist: [...dailyUpdateForm.checklist, { text: nextItem, completed: false }],
+                            })
+                            setDailyChecklistDraft('')
+                            setDailyDirty(true)
+                          }}
+                        >
+                          Add
+                        </Button>
+                      </div>
+                      {dailyUpdateForm.checklist.length > 0 ? (
+                        <div className='space-y-1'>
+                          {dailyUpdateForm.checklist.map((item, index) => (
+                            <div key={index} className='flex items-start gap-2 rounded-md border border-clay/20 bg-warm-ivory px-2 py-1.5'>
+                              <input
+                                type='checkbox'
+                                aria-label={`Mark checklist item ${item.text} as ${item.completed ? 'pending' : 'completed'}`}
+                                checked={item.completed}
+                                onChange={(event) => {
+                                  setDailyUpdateForm({
+                                    ...dailyUpdateForm,
+                                    checklist: dailyUpdateForm.checklist.map((entry, entryIndex) =>
+                                      entryIndex === index ? { ...entry, completed: event.target.checked } : entry,
+                                    ),
+                                  })
+                                  setDailyDirty(true)
+                                }}
+                              />
+                              <p className={cn('flex-1 text-sm text-espresso whitespace-pre-wrap break-words', item.completed && 'line-through text-clay')}>
+                                {item.text}
+                              </p>
+                              <Button
+                                type='button'
+                                variant='ghost'
+                                className='h-6 px-2 text-xs'
+                                onClick={() => {
+                                  setDailyUpdateForm({
+                                    ...dailyUpdateForm,
+                                    checklist: dailyUpdateForm.checklist.filter((_, entryIndex) => entryIndex !== index),
+                                  })
+                                  setDailyDirty(true)
+                                }}
+                              >
+                                Remove
+                              </Button>
+                            </div>
+                          ))}
+                        </div>
+                      ) : (
+                        <p className='text-xs text-clay'>No checklist items yet.</p>
+                      )}
+                    </div>
                   </div>
                 </TabsContent>
                 <TabsContent value='vitals'>
@@ -4531,7 +4626,7 @@ function App() {
                     ['Open a patient', 'Tap Open on any patient card to enter the patient view with all clinical tabs.'],
                     ['Navigate on mobile', 'The bottom bar shows all 8 patient sections in a 2-row grid — tap any to switch. Use ← Back to return to the patient list.'],
                     ['Switch patients', 'Tap the patient name at the top of any tab to jump to a different patient while staying on the same section.'],
-                    ['Write daily notes', 'Open FRICH, pick today\'s date, fill F-R-I-C-H-M-O-N-D fields and plan. Tap Copy latest entry to carry forward yesterday\'s note.'],
+                    ['Write daily notes', 'Open FRICH, pick today\'s date, fill F-R-I-C-H-M-O-N-D fields, plan, and checklist. Copy latest carries only pending checklist items.'],
                     ['Generate reports', 'Open Report, configure filters, tap any export button to preview, then Copy full text to paste into a handoff or chart.'],
                     ['Back up your data', 'Go to Settings → Export backup regularly, especially before switching devices or browsers.'],
                   ] as [string, string][]).map(([title, detail], i) => (
@@ -4548,8 +4643,8 @@ function App() {
                 <p className='text-[10px] font-extrabold uppercase tracking-widest text-clay/55'>Patient tabs</p>
                 <div className='grid grid-cols-2 gap-1.5'>
                   {([
-                    ['Profile', 'Demographics, diagnosis, clinical summary, HPI, PMH, PE, plans, pendings'],
-                    ['FRICH', 'Date-based F-R-I-C-H-M-O-N-D daily notes, assessment & plan'],
+                    ['Profile', 'Demographics, diagnosis, clinical summary, HPI, PMH, PE, and clerk notes'],
+                    ['FRICH', 'Date-based F-R-I-C-H-M-O-N-D daily notes, assessment, plan, and checklist'],
                     ['Vitals', 'Structured BP/HR/RR/Temp/SpO2 log with date & time entries'],
                     ['Labs', 'CBC, UA, Blood Chem, ABG templates + free-text with date/time'],
                     ['Meds', 'Structured medication list: drug, dose, route, frequency, status'],
@@ -4864,6 +4959,7 @@ function App() {
               <strong className='block text-center'>{dailyDate}</strong>
               and replace it with a duplicate of
               <strong className='block text-center'>{pendingLatestDailyUpdate?.date ?? '-'}?</strong>
+              <span className='mt-1 block text-xs text-clay'>Only pending checklist items are carried over.</span>
             </p>
             <div className='flex gap-2 flex-wrap justify-center'>
               <Button variant='destructive' onClick={confirmCopyLatestDailyUpdate}>Yes, replace entry</Button>

src/features/reporting/reportBuilders.ts

@@ -53,6 +53,10 @@ type DailySummaryInput = {
   other: string
   assessment: string
   plans: string
+  checklist: Array<{
+    text: string
+    completed: boolean
+  }>
 }
 
 const labTemplatesById = new Map(LAB_TEMPLATES.map((template) => [template.id, template] as const))
@@ -410,6 +414,14 @@ export const toDailySummary = (
   dailyDate: string,
 ) => {
   const vitalsLine = buildDailyVitalsRangeLine(vitalsEntries, dailyDate)
+  const pendingChecklist = (update.checklist ?? [])
+    .filter((item) => !item.completed)
+    .map((item) => item.text.trim())
+    .filter(Boolean)
+  const completedChecklist = (update.checklist ?? [])
+    .filter((item) => item.completed)
+    .map((item) => item.text.trim())
+    .filter(Boolean)
 
   const lines = [
     `${formatPatientHeader(patient)} — ${formatDateMMDDYYYY(dailyDate)}`,
@@ -426,6 +438,8 @@ export const toDailySummary = (
     update.other ? `Other: ${update.other}` : '',
     update.assessment ? `Assessment: ${update.assessment}` : '',
     update.plans ? `Plan: ${update.plans}` : '',
+    pendingChecklist.length > 0 ? `Checklist pending: ${pendingChecklist.join('; ')}` : '',
+    completedChecklist.length > 0 ? `Checklist completed: ${completedChecklist.join('; ')}` : '',
   ]
 
   return lines.filter(Boolean).join('\n')
@@ -541,4 +555,4 @@ export const toLabsSummary = (patient: Patient, labEntries: LabEntry[], selected
     return `${formatPatientHeader(patient)}\nNo selected labs.`
   }
   return [formatPatientHeader(patient), ...blocks].join('\n\n')
-}
+}

src/types.ts

@@ -41,9 +41,15 @@ export interface DailyUpdate {
   other: string
   assessment: string
   plans: string
+  checklist: DailyChecklistItem[]
   lastUpdated: string
 }
 
+export interface DailyChecklistItem {
+  text: string
+  completed: boolean
+}
+
 export interface VitalEntry {
   id?: number
   patientId: number