{ "$schema_note": "KPI Studio tile-transfer lifecycle fixture. HIPAA-safe: contains NO PHI, only tile/metric/dashboard configuration and query payloads. Bound to the redacted sample CSVs in this folder. Field/measure/dimension IDs match server/studioQuery.ts (CHARGE_COLUMNS / APPOINTMENT_COLUMNS) and StudioQueryRequest. Use this to exercise Creator -> Editor -> tile transfer -> dashboard reload -> export without touching real reports.", "generated_for": "KPI Studio Creator / Editor / tile-transfer debugging", "hipaa": "redacted fixtures only; do not point these dataSources at the real /assistant-lab/.../reports CSVs during shared debugging", "datasets": [ { "id": "charges", "dataSource": "charges", "label": "Charges (redacted sample)", "file": "docs/examples/redacted_charge_report_sample.csv", "row_count": 600, "measures": ["count", "total_collected", "billed", "balance", "pri_paid_amt", "bal_amt"], "dimensions": ["payer_category", "attending_provider", "location", "enc_type", "division", "date_of_service"], "filter_fields": ["payer_category", "location", "attending_provider", "enc_type"] }, { "id": "appointments", "dataSource": "appointments", "label": "Appointments (redacted sample)", "file": "docs/examples/redacted_appointment_report_sample.csv", "row_count": 600, "measures": ["count"], "dimensions": ["status", "provider_name", "encounter_type", "payer_category", "gender", "appointment_date"], "filter_fields": ["status", "provider_name", "encounter_type", "payer_category"] } ], "tiles": [ { "case": "charge-collections-by-payer", "description": "Primary tile-transfer happy path: build a collections-by-payer bar in Creator, retitle/refilter in Editor, drop on a dashboard, reload, export.", "stage_1_creator_draft": { "id": "metric_collections_by_payer", "label": "Collections by Payer", "dataset": "charges", "aggregation": { "kind": "sum", "field": "total_collected" }, "group_by": ["payer_category"], "visualization": "bar", "format": "currency", "unit": "USD", "filters": [], "time_bucket": { "field": "date_of_service", "grain": "month", "window": "present" } }, "stage_2_editor_edit": { "title_override": "Collections by Payer (YTD)", "overrides": { "visualization": "bar", "limit": 8, "filters": [ { "field": "location", "op": "in", "values": ["Core Medical Center Blue Springs"] } ] }, "edit_intent": "rename + scope to one location + cap to top 8 payers" }, "stage_3_dashboard_card": { "dashboard_id": "dash_revenue_redacted", "tab": "overview", "card": { "metric_id": "metric_collections_by_payer", "size": "lg", "title_override": "Collections by Payer (YTD)" } }, "stage_4_query_request": { "endpoint": "POST /api/studio/query", "body": { "dataSource": "charges", "measure": "total_collected", "summaryFunction": "sum", "dimensions": ["payer_category"], "xDimension": "payer_category", "timePeriod": "ytd", "timeGranularity": "month", "datasetFilters": { "location": ["Core Medical Center Blue Springs"] }, "limit": 8 } }, "expected_signals": { "non_empty_series": true, "value_kind": "currency", "transfer_invariants": [ "metric_id is identical across creator -> editor -> dashboard card", "Editor title_override survives the transfer and appears on the dashboard card", "dataset/dataSource binding (charges) is preserved end to end", "measure total_collected maps to summed Pri/Sec/Ter/Pat Paid Amt columns" ] }, "stage_5_reload_and_export": { "reload": "GET /api/studio/dashboards then re-run stage_4 query; series and title must match pre-reload", "export": { "format": "csv", "expect_columns": ["payer_category", "total_collected"] } } }, { "case": "appointment-no-shows-by-provider", "description": "Second dataSource (appointments) tile-transfer with a status filter, to catch dataset-bleed bugs where a transferred tile keeps the charges binding.", "stage_1_creator_draft": { "id": "metric_no_shows_by_provider", "label": "No-Shows by Provider", "dataset": "appointments", "aggregation": { "kind": "count", "field": "count" }, "group_by": ["provider_name"], "visualization": "bar", "format": "number", "unit": "appointments", "filters": [{ "field": "status", "op": "in", "values": ["no show"] }], "time_bucket": { "field": "appointment_date", "grain": "month", "window": "present" } }, "stage_2_editor_edit": { "title_override": "Monthly No-Show Count", "overrides": { "visualization": "line", "seriesDimension": "provider_name" }, "edit_intent": "switch bar->line and trend no-shows monthly per provider" }, "stage_3_dashboard_card": { "dashboard_id": "dash_access_redacted", "tab": "access", "card": { "metric_id": "metric_no_shows_by_provider", "size": "md", "title_override": "Monthly No-Show Count" } }, "stage_4_query_request": { "endpoint": "POST /api/studio/query", "body": { "dataSource": "appointments", "measure": "count", "dimensions": ["provider_name"], "xDimension": "appointment_date", "seriesDimension": "provider_name", "timePeriod": "last_12_months", "timeGranularity": "month", "datasetFilters": { "status": ["no show"] } } }, "expected_signals": { "non_empty_series": true, "value_kind": "count", "transfer_invariants": [ "dataSource stays appointments after the visualization edit (no bleed to charges)", "status=no show filter survives Editor -> dashboard transfer", "appointment status normalization (no show / cancelled / complete) is applied via canonicalFilterValue" ] }, "stage_5_reload_and_export": { "reload": "re-run stage_4 after dashboard reload; provider series count must be stable", "export": { "format": "csv", "expect_columns": ["appointment_date", "provider_name", "count"] } } }, { "case": "charge-billed-vs-collected-edit-regression", "description": "Editor measure-swap regression: change the measure in Editor and confirm the transferred tile recomputes (guards against the tile keeping the Creator measure).", "stage_1_creator_draft": { "id": "metric_billed_by_location", "label": "Billed by Location", "dataset": "charges", "aggregation": { "kind": "sum", "field": "billed" }, "group_by": ["location"], "visualization": "bar", "format": "currency", "filters": [], "time_bucket": { "field": "date_of_service", "grain": "month", "window": "present" } }, "stage_2_editor_edit": { "title_override": "Collected by Location", "overrides": { "measure": "total_collected" }, "edit_intent": "swap measure billed -> total_collected; values must drop to collected amounts" }, "stage_3_dashboard_card": { "dashboard_id": "dash_revenue_redacted", "tab": "overview", "card": { "metric_id": "metric_billed_by_location", "size": "md", "title_override": "Collected by Location" } }, "stage_4_query_request": { "endpoint": "POST /api/studio/query", "body": { "dataSource": "charges", "measure": "total_collected", "summaryFunction": "sum", "dimensions": ["location"], "xDimension": "location", "timePeriod": "ytd", "timeGranularity": "month" } }, "expected_signals": { "non_empty_series": true, "value_kind": "currency", "transfer_invariants": [ "post-edit query uses total_collected, NOT billed", "collected totals <= billed totals for the same grouping" ] }, "stage_5_reload_and_export": { "reload": "re-run after reload; measure stays total_collected", "export": { "format": "csv", "expect_columns": ["location", "total_collected"] } } } ], "dashboards": [ { "id": "dash_revenue_redacted", "label": "Revenue (redacted)", "owner": "debug", "tabs": [ { "id": "overview", "label": "Overview", "cards": [ { "metric_id": "metric_collections_by_payer", "size": "lg" }, { "metric_id": "metric_billed_by_location", "size": "md" } ] } ] }, { "id": "dash_access_redacted", "label": "Access (redacted)", "owner": "debug", "tabs": [ { "id": "access", "label": "Access", "cards": [ { "metric_id": "metric_no_shows_by_provider", "size": "md" } ] } ] } ] }