Reporting Template & Requirement Sets Page (TemplateRequirementsPage)

Audience and Purpose

This guide is written for:

  • Medical staff (physicians, nurses, documentation staff)

  • Clinical trainers

  • Product owners and project coordinators

No software engineering background is required.

The goal of this page is simple:

  1. Select the correct report template for an examination.

  2. Load and manage requirement sets for that case.

  3. Prepare the case for the next reporting steps (findings, review, report editor).

Where This Page Is Used

TemplateRequirementsPage is a page inside the reporting workflow shell:

  • Shell component: frontend/src/views/reporting/ReportingShell.vue

  • Page component: frontend/src/views/reporting/TemplateRequirementsPage.vue

  • Route: /reporting/:patient_examination_id/template-requirements

This means it is part of the guided multi-step reporting process, not a standalone page.

What You See on the Page

The page has two main blocks.

1. Template Selection

This block lets you:

  • Choose the knowledge-base module (KB module)

  • See the current examination

  • Load templates for that examination

  • Select one template from the dropdown

  • See a summary of sections and validator counts

For clinical onboarding, a default training example is available:

  • Module: report_template_examples

  • Example template for colonoscopy: colonoscopy_training_basic

2. Template & Requirement Sets

This block lets you:

  • View the current patient_examination_id

  • View the active lookup token

  • Load lookup status

  • Select or deselect requirement sets

  • Trigger recomputation

  • Review suggested actions from lookup logic

Why Requirement Sets Matter (Clinical View)

Think of requirement sets as structured checklists derived from:

  • Examination context

  • Selected template

  • Existing findings

  • Rule logic in the backend

If sets are missing, downstream steps can be incomplete, and the final report quality may be lower.

Typical Step-by-Step Workflow

Use this sequence for training sessions.

  1. Open a reporting case via deep link, for example: /reporting/<patient_examination_id>/template-requirements

  2. Confirm the displayed PatientExamination-ID is correct.

  3. In Template Selection, keep module report_template_examples (for training) or switch to your production module.

  4. Click Templates for examination load.

  5. Select a template from the dropdown.

  6. In Template & Requirement Sets, verify that requirement sets are shown.

  7. Select relevant sets (switches on the right side).

  8. Click recompute if needed.

  9. Continue to next workflow pages (Findings, Requirements Review, Report Editor).

Full Reporting Flow (All Steps)

The reporting process is designed as a sequence inside ReportingShell.

Step 0: Worklist

  • Route: /reporting

  • Main goal: Start a new report or resume an existing one.

  • Typical actions:

  1. Filter by status (draft, final, or all).

  2. Open an existing case.

  3. Or click Start new report to begin a new case.

Step 1: Case Setup

  • Route: /reporting/case-setup

  • Main goal: Create a valid case context.

  • Typical actions:

  1. Select patient.

  2. Select examination.

  3. Start patient examination and lookup session.

  4. Confirm that both fields are populated: PatientExamination-ID and Lookup-Token.

Without this step, later pages cannot calculate requirement logic reliably.

Step 2: Template & Requirement Sets

  • Route: /reporting/<patient_examination_id>/template-requirements

  • Main goal: Align template structure and requirement logic for this case.

  • Typical actions:

  1. Load templates for the selected examination.

  2. Select a template.

  3. Load lookup state.

  4. Select requirement sets.

  5. Recompute if needed.

This step controls what should be documented in later steps.

Step 3: Findings Capture

  • Route: /reporting/<patient_examination_id>/findings

  • Main goal: Enter clinical findings and their classifications.

  • Typical actions:

  1. Add findings to the case.

  2. Set or update classifications.

  3. Recompute lookup after important changes.

  4. Review available findings from lookup.

For clinical documentation quality, this is one of the most important steps.

Step 4: Requirements Review

  • Route: /reporting/<patient_examination_id>/requirements-review

  • Main goal: Check unmet requirements and suggested actions.

  • Typical actions:

  1. Load lookup hints.

  2. Review unmet requirement sets.

  3. Review advisory recommendations.

  4. If needed, return to Findings or Template/Requirement Sets and adjust.

Important: This page is advisory; it supports decision-making but does not replace medical judgement.

Step 5: Report Editor

  • Route: /reporting/<patient_examination_id>/report-editor

  • Main goal: Produce and save the report text/content.

  • Typical actions:

  1. Confirm template context.

  2. Fill section notes (draft text per section).

  3. Set indication rows when needed.

  4. Save as draft during work-in-progress.

  5. Save as final when complete.

The editor creates/updates structured report submissions linked to the case.

Step 6: Segment/Frame Selector (Optional)

  • Route: /reporting/<patient_examination_id>/frame-selector

  • Main goal: Select representative frames for segments and optionally link findings.

  • Typical actions:

  1. Select a segment.

  2. Set a representative frame manually or with helper actions.

  3. Optionally attach/remove finding links.

Use this step when image/video evidence selection is needed.

Step 7: Finalization / Artifacts

  • Route: /reporting/<patient_examination_id>/finalized

  • Main goal: Access final outputs and verify traceability.

  • Typical actions:

  1. Load latest finalized report state.

  2. Open/download PDF artifact.

  3. Open patient timeline.

  4. Verify status, version, and document type.

Quick Practical Path for Clinical Documentation

If the primary objective is to document findings quickly and safely:

  1. Complete Case Setup.

  2. In Template & Requirement Sets, select the matching template and requirement sets.

  3. In Findings Capture, add findings and classifications.

  4. Use Requirements Review to catch missing documentation.

  5. Complete Report Editor and save as draft/final.

  6. Confirm output in Finalization.

Field and Button Reference

Template Block

  • KB module: Source module for templates.

  • Examination: Current case examination (read-only).

  • Template: Select template for this case.

  • Templates for examination load: Refreshes available templates.

Requirement Set Block

  • PatientExamination-ID: Current case identifier.

  • Lookup-Token: Active lookup session identifier.

  • Refresh: Reload full lookup state.

  • Load parts: Reload selected lookup fields.

  • Recompute: Re-run requirement logic with current selections.

  • Requirement set switches: Enable/disable each requirement set.

Developer Mapping: Requirement Objects to lx_dtypes Validators

The new base_api requirement routes are projected from lx_dtypes report templates and validator runtime execution.

Source implementation:

  • lx-data-models/lx_dtypes/django/api/main.py

GET /base_api/requirement-sets

Mapping:

  • One requirement set maps to one report_template.

  • requirement_set.id -> 1-based index over sorted(kb.report_template.keys()).

  • requirement_set.name / template_name -> report_template.name.

  • requirement_set.type -> report_template.examination.

  • requirement_set.requirements[] -> flattened validator references from:

    1. template.validators.findings_validators

    2. template.validators.examination_validators

Nested requirement mapping:

  • requirements[i].id -> 1-based local index in the set.

  • requirements[i].name -> validator name.

  • requirements[i].kind -> findings_validator or examination_validator.

POST /base_api/evaluate-requirement-set

Input selectors:

  • requirement_set_id

  • requirement_set_ids

  • requirementSetIds (legacy compatibility)

Evaluation mapping:

  • For each selected requirement set/template:

    • kb.evaluate_report_template_validators(template_name, reported_findings=...)

  • Per result row:

    • requirement_name -> validator runtime name

    • met -> validator runtime ok

    • status -> PASSED / FAILED

    • details -> summary from validator issue messages

    • validator_result -> full validator runtime payload

Compatibility notes:

  • patient_examination_id stays in request/response meta for frontend compatibility.

  • These requirement routes no longer depend on endoreg_db requirement models/services.

  • Projected IDs are not persisted DB IDs and can shift if template names/order change.

Common Problems and Practical Fixes

Problem: “No templates found for colonoscopy”

Possible causes:

  • No template exists for examination colonoscopy in selected module.

  • Wrong module selected.

What to do:

  1. Set module to report_template_examples.

  2. Reload templates.

  3. Verify template colonoscopy_training_basic appears.

Problem: “0 set(s)” and “No requirement sets found”

Possible causes:

  • No lookup token exists yet.

  • Lookup session expired.

  • Case was opened without valid patient_examination_id.

  • Backend rule engine returned no sets for current data.

What to do:

  1. Verify PatientExamination-ID is present.

  2. Check that Lookup-Token is present.

  3. Use refresh/recompute.

  4. If still empty, return to case setup and reinitialize lookup.

Problem: Mismatch warning between route parameter and stored case

Meaning:

  • The URL case ID and locally stored flow state refer to different cases.

What to do:

  1. Reload the intended deep-link URL.

  2. Avoid using stale browser tabs from older cases.

Training Checklist (For Clinical Onboarding)

Use this checklist when teaching staff.

  1. Can the user identify current PatientExamination-ID?

  2. Can the user explain the purpose of each reporting step/page?

  3. Can the user load templates for the examination?

  4. Can the user select the correct template?

  5. Can the user understand requirement set status (fulfilled / not fulfilled / unknown)?

  6. Can the user toggle a set and recompute?

  7. Can the user add findings and update classifications?

  8. Can the user use Requirements Review to identify gaps?

  9. Can the user save draft/final report in the editor?

  10. Can the user verify artifacts in Finalization?

Glossary (Plain Language)

  • Template: A predefined report structure with sections and expected findings.

  • Requirement set: A grouped rule/checklist for report completeness.

  • Lookup token: Session key for requirement calculations.

  • Recompute: Re-run backend logic after changes.

  • Patient examination: The concrete clinical case instance used for reporting.