---

name: dyolink-treatment-workspace

description: Treatment tab workspace — appointments strip, preview vs form, history, load flow, draft autosave, lab dispatch. Use when changing treatment UX, preview/history, or lab dispatch in TreatmentWorkspace.

---



# Treatment workspace



Main orchestrator: `frontend/src/components/ui/treatment/TreatmentWorkspace.tsx`  

Thin route: `app/[locale]/(dashboard)/treatment/page.tsx` (supports `?appointmentId=`).



## Layout (top → bottom)



1. **Appointments strip** — `AppointmentsStrip.tsx` + `ScheduleDayPicker.tsx` (Today checkbox) + `pickAutoAppointment()` in `components/shared/treatmentSelection.ts`

2. **Treatment preview** — `TreatmentPreviewCard.tsx` (read-only summary; no load button for current draft)

3. **Treatment history** — `PastTreatmentsPanel.tsx` (past saved plans for patient; **client-side** filters in `treatmentHistoryFilters.ts`)

4. **Editor** — `TreatmentDetailsEditor.tsx`, `FdiToothChart.tsx`, `LabCasesDispatchPanel.tsx`



## Two layers of state (critical)



| Layer | State | Updated when |

|-------|--------|--------------|

| **Preview** | `previewTreatment`; `selectedPreviewId !== null` = **browse mode** | History click updates preview only |

| **Form** | `details[]`, `labCaseDrafts[]` | Appointment change → draft API; **Load into workspace** → hydrate |



**Browse mode:** banner + “Load into workspace” / “Back to current draft”. No Open button on preview card.



**Lab dispatch attention:** `LabDispatchAttentionPanel` lists lab-dependent unsent details (current draft + user history). “Go to dispatch” / “Load & dispatch”.



## History API



`GET /treatments/patients/:id/history` returns saved treatments for **that patient** scoped to the **logged-in clinician** (`Treatment.providerUserId` or linked `Appointment.providerUserId`). **Owners are not exempt** — each user only sees plans they created or own via their appointments.



## History filters (client-side only)



`PastTreatmentsPanel` filters **already-fetched** history — no extra API params.

- **Not shipped to lab** — show treatments that have at least one lab-dependent detail (prosthesis via `labDependentCodes`) with `!sentAt`.
- **Date** — filter on `treatmentAt` matching that local calendar day.
- When **not shipped** is on and workspace is live (not browsing), prepend a synthetic **current draft** row (`id: 'current-draft'`) if it has pending lab-dependent details.

Helpers: `frontend/src/components/treatment/treatmentHistoryFilters.ts`.



## Lab shipment without teeth



Saved lab-dependent detail with **no teeth** can autosave but **cannot** create a lab shipment.

- Inline banner in `TreatmentDetailsEditor` + `LabShipmentBlockedNotice` above dispatch when active detail qualifies (`isLabDependentDetailMissingTeeth`).
- `handleAddLabCase` shows toast with `labShipmentBlockedBody`.
- Dispatch panel only appears when a detail passes `isDetailReadyForLabDispatch` (persisted + lab-dependent + teeth).



## Lab case comments on details



Below each detail in the editor when the linked lab case is **in progress** (not all tasks completed):

- `canCommentOnDetailLabCase(detail)` — requires `sentAt`, `labCaseId`, and `!isLabCaseCompleted(taskProgress)`.
- UI: `DetailLabCaseCommentsSection` → existing `LabCaseCommentsPanel` + `treatmentsApi` comment endpoints.
- Backend includes `tasks: { select: { id, status } }` on lab cases; `mapDetail` exposes `taskProgress: { completed, total }`.



## Appointments default selection



On today: in-progress slot first, else nearest start time to `now`. Other days: first appointment. Re-runs every 60s on today unless `selectionLocked`. Frontend filters appointments to `providerUserId === userId`.



**Today checkbox** (`ScheduleDayPicker`): unchecked when `selectedDay` is not today (e.g. after loading a historical treatment). Checking Today calls `onSelectDay(today)` which unlocks selection (`selectionLocked = false`) and resets browse/historical context; appointments reload and auto-select nearest to now.



## Lab org search (dispatch)



`LinkedOrganizationSearchCombobox` in `LabCasesDispatchPanel` — search-only results (no dropdown). No match + org tab access → **Invite a lab** navigates to `/organizations?action=invite-lab`. No org access → show permission message; dispatch stops.



Pattern mirrors `PatientSearchCombobox` in appointments.



## Scroll



Use `scrollWithinMainScrollContainer()` (not raw `scrollIntoView`) when jumping to lab dispatch panel — dashboard `<main>` is the scroll container; document scroll conflicts with `.app-web-bg { overflow: hidden }`.



Use shared `Checkbox` (not native `<input type="checkbox">`) to avoid focus-driven scroll jumps.



## Backend APIs



| Endpoint | Purpose |

|----------|---------|

| `GET /appointments?from&to` | Strip |

| `GET /treatments/patients/:patientId/history` | History (patient + org; filtered by provider) |

| `GET /treatments/appointments/:id/draft` | Load form on appointment select |

| `PUT .../draft`, `PUT .../lab-cases` | Autosave (600ms debounce) |



Draft writes require provider match (`ensureAppointmentProvider`) unless org owner.



## Edit gating



```typescript

canEditTreatmentForDay = canEdit && selectedAppointment && !isViewingPastDay && workspaceMode === 'live'

```



## Optional fields



- `@IsOptional()` email: use `@Transform` empty string → `undefined` before `@IsEmail` (see patients DTO).

- Form validation → inline errors; transient feedback → global `useToast()` via `ToastProvider`.



## When changing history scope



Filter in **backend** `listPatientHistory` / lab-case lists on patient + org + **provider scope** (`common/treatment-provider-scope.ts`). History is **per selected patient and per clinician**, not per day or all org plans.

**UI filters** (not shipped, date) are client-side only — do not add API params unless product explicitly requires server-side filtering.