fix: deep links reproduce Ava's counts — slice identity, window ceiling, cohort dates

- slice now carries site / desk / provider (14_slice_dims.sql), so a front-desk
  or provider finding opens the right rows, not every CO-27 in the hospital
- every link is capped at the review's ceiling date (review_to / as-of); a
  custom-window run no longer opens claims Ava never looked at
- slow-payer link filters to claims SENT 31–60 days before the latest submitted
  date (from the stats view), matching her 1,352 instead of all 2,753 pending
- 'first deadline' ignores dates before the review (it was picking the spike week)
- header says 'Custom run' when dates were chosen; page changes scroll to top
  and dim the table while loading

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>

src/api/charts.ts

@@ -38,6 +38,9 @@ export interface Slice {
   payer: string;
   department: string;
   code: string;
+  site: string;
+  desk: string;
+  provider: string;
   /** ISO date of the week the change started, if Ava named one. */
   spikeStart: string | null;
 }
@@ -46,8 +49,11 @@ export function sliceOf(row: Row): Slice | null {
   const payer = str(row.slice_payer);
   const department = str(row.slice_department);
   const code = str(row.slice_reason_code);
-  if (!payer && !department && !code) return null;
+  const site = str(row.slice_site);
-  return { payer, department, code, spikeStart: str(row.spike_start).slice(0, 10) || null };
+  const desk = str(row.slice_desk);
+  const provider = str(row.slice_provider);
+  if (!payer && !department && !code && !site && !desk && !provider) return null;
+  return { payer, department, code, site, desk, provider, spikeStart: str(row.spike_start).slice(0, 10) || null };
 }
 
 export interface WeekPoint {

src/components/Briefing.tsx

@@ -98,7 +98,7 @@ export function BriefingSkeleton({ error }: { error?: string | null }) {
 export function Briefing({ data, slice, kind = '' }: { data: BriefingData; slice: Slice | null; kind?: string }) {
   const { theme } = useTheme();
   const c = HUES[theme];
-  const title = slice ? [slice.payer, slice.department, slice.code].filter(Boolean).join(' · ') : 'the hospital';
+  const title = slice ? [slice.payer, slice.department, slice.provider, slice.desk && `desk ${slice.desk}`, slice.code].filter(Boolean).join(' · ') : 'the hospital';
   const denial = isDenialKind(kind);
 
   // A replayed morning: the lakehouse views are anchored on the data's LATEST

src/components/Findings.tsx

@@ -3,6 +3,7 @@ import { Link } from 'react-router-dom';
 import { AlertTriangle, CheckCircle2, ChevronDown, ExternalLink, FileSearch } from 'lucide-react';
 import type { Slice } from '../api/charts';
 import { affectedClaimsHref, recoverableClaimsHref } from '../lib/claimsLink';
+import type { LinkDates } from '../lib/claimsLink';
 import { Badge, Card, Facts } from './core';
 import type { AvaDecision, AvaTraceStep, Row } from '../api/types';
 import { firstDeadline, headline, money, num, pct, prose, recommendations, sentences, shortDate, splitRecommendation, sqlSteps, str, workStatement } from '../format';
@@ -26,23 +27,23 @@ export function Verdict({
   row,
   slice = null,
   kind = '',
-  anchor = null,
+  dates = { anchor: null, ceiling: null, submittedTo: null },
 }: {
   row: Row;
   slice?: Slice | null;
   kind?: string;
-  anchor?: string | null;
+  dates?: LinkDates;
 }) {
   const summary = str(row.summary);
   if (!summary) return null;
   const line = prose(headline(summary));
   const scanned = prose(row.scanned_summary);
-  const affectedHref = affectedClaimsHref(kind, slice, anchor);
+  const affectedHref = affectedClaimsHref(kind, slice, dates);
-  const recoverableHref = recoverableClaimsHref(kind, slice, anchor);
+  const recoverableHref = recoverableClaimsHref(kind, slice, dates);
   const atRisk = num(row.amount_at_risk);
   const recoverable = num(row.recoverable_amount);
   const affected = num(row.affected_claims);
-  const deadline = firstDeadline(row.recommendations);
+  const deadline = firstDeadline(row.recommendations, dates.anchor);
   const confidence = num(row.confidence);
   const reconciled = row.data_reconciled === true || str(row.data_reconciled) === 'true';
 

src/format.ts

@@ -176,10 +176,12 @@ export function headline(summary: unknown, maxChars = 220): string {
 
 /** The earliest date Ava mentioned in her recommendations — usually the first
  *  appeal deadline. Null if she didn't name one. */
-export function firstDeadline(recs: unknown): string | null {
+export function firstDeadline(recs: unknown, notBefore: string | null = null): string | null {
-  const m = str(recs).match(/\b(2026-\d{2}-\d{2})\b/g);
+  const m = str(recs).match(/\b(20\d{2}-\d{2}-\d{2})\b/g);
   if (!m) return null;
-  const sorted = [...new Set(m)].sort();
+  // A recommendation also names past dates ("since 2026-07-06"); a deadline
+  // is the earliest date that is still ahead of the review.
+  const sorted = [...new Set(m)].filter((d) => !notBefore || d >= notBefore).sort();
   return sorted[0] ?? null;
 }
 

src/lib/claimsLink.ts

@@ -7,10 +7,23 @@ import { addDays, isDenialKind } from '../api/charts';
  * Ava writes "216 claims" and "172 still appealable"; these build the
  * /claims URL whose filters reproduce those rows. Every filter here is a
  * column the record view declares (11_claims_explorer.sql), and the date
- * bounds compile to inclusive ranges on the lakehouse. The anchor is the
+ * bounds compile to inclusive ranges on the lakehouse.
- * data's latest date (or the replay date) — without it we still link, just
+ *
- * without the "inside the window" bound.
+ * Dates come from the case, not from the charts:
+ *   ceiling      review_to / review_as_of — the last day Ava looked at. When
+ *                set, every link is capped there, or the count grows past hers.
+ *   anchor       the ceiling, else the lakehouse's latest service date; the
+ *                appeal-window bound ("still inside the window", "expiring
+ *                within 14 days").
+ *   submittedTo  the ceiling, else the latest submitted_date; the slow-payer
+ *                cohort is claims SENT 31–60 days before it.
  */
+export interface LinkDates {
+  anchor: string | null;
+  ceiling: string | null;
+  submittedTo: string | null;
+}
+
 export type ClaimsQuery = Partial<Record<
   'payer' | 'department' | 'code' | 'category' | 'status' | 'appeal' | 'site' | 'desk' | 'provider' | 'cpt'
   | 'from' | 'to' | 'sub_from' | 'sub_to' | 'dl_from' | 'dl_to' | 'page',
@@ -24,42 +37,48 @@ export function claimsHref(q: ClaimsQuery): string {
   return s ? `/claims?${s}` : '/claims';
 }
 
+/** The identity part of a slice — everything Ava named. */
+function who(slice: Slice): ClaimsQuery {
+  return {
+    payer: slice.payer || undefined,
+    department: slice.department || undefined,
+    code: slice.code || undefined,
+    site: slice.site || undefined,
+    desk: slice.desk || undefined,
+    provider: slice.provider || undefined,
+  };
+}
+
 /** The rows behind "claims denied" / "affected". */
-export function affectedClaimsHref(kind: string, slice: Slice | null, anchor: string | null): string | null {
+export function affectedClaimsHref(kind: string, slice: Slice | null, d: LinkDates): string | null {
   if (kind === 'expiring_appeals') {
     // Without the anchor the 14-day window cannot be expressed, and the link
     // would open every unfiled denial ever. Show no link instead.
-    if (!anchor) return null;
+    if (!d.anchor) return null;
-    return claimsHref({ status: 'denied', appeal: 'not_filed', dl_from: anchor, dl_to: addDays(anchor, 14) });
+    return claimsHref({ status: 'denied', appeal: 'not_filed', dl_from: d.anchor, dl_to: addDays(d.anchor, 14) });
   }
   if (kind === 'slow_payer') {
-    return slice?.payer ? claimsHref({ payer: slice.payer, status: 'pending' }) : null;
+    if (!slice?.payer || !d.submittedTo) return null;
+    return claimsHref({ payer: slice.payer, status: 'pending', sub_from: addDays(d.submittedTo, -60), sub_to: addDays(d.submittedTo, -31) });
   }
   if (kind === 'underpayment') {
-    return slice?.payer ? claimsHref({ payer: slice.payer, status: 'partial', from: slice.spikeStart ?? undefined }) : null;
+    return slice?.payer ? claimsHref({ payer: slice.payer, status: 'partial', from: slice.spikeStart ?? undefined, to: d.ceiling ?? undefined }) : null;
   }
   if (!slice || !isDenialKind(kind)) return null;
-  return claimsHref({
+  return claimsHref({ ...who(slice), status: 'denied', from: slice.spikeStart ?? undefined, to: d.ceiling ?? undefined });
-    payer: slice.payer || undefined,
-    department: slice.department || undefined,
-    code: slice.code || undefined,
-    status: 'denied',
-    from: slice.spikeStart ?? undefined,
-  });
 }
 
 /** The rows behind "still recoverable": the affected set, unfiled and inside its window. */
-export function recoverableClaimsHref(kind: string, slice: Slice | null, anchor: string | null): string | null {
+export function recoverableClaimsHref(kind: string, slice: Slice | null, d: LinkDates): string | null {
-  if (kind === 'expiring_appeals') return affectedClaimsHref(kind, slice, anchor);
+  if (kind === 'expiring_appeals') return affectedClaimsHref(kind, slice, d);
   if (kind === 'slow_payer' || kind === 'underpayment') return null;
   if (!slice || !isDenialKind(kind)) return null;
   return claimsHref({
-    payer: slice.payer || undefined,
+    ...who(slice),
-    department: slice.department || undefined,
-    code: slice.code || undefined,
     status: 'denied',
     appeal: 'not_filed',
     from: slice.spikeStart ?? undefined,
-    dl_from: anchor ?? undefined,
+    to: d.ceiling ?? undefined,
+    dl_from: d.anchor ?? undefined,
   });
 }

src/lib/slides.ts

@@ -50,7 +50,7 @@ export async function buildDeck(row: Row, data: BriefingData, slice: Slice | nul
   pres.title = `Denials briefing — case #${str(row.instance_id)}`;
 
   const caseNo = str(row.instance_id);
-  const sliceTitle = slice ? [slice.payer, slice.department, slice.code].filter(Boolean).join(' · ') : 'Northlake Health';
+  const sliceTitle = slice ? [slice.payer, slice.department, slice.provider, slice.desk && `desk ${slice.desk}`, slice.code].filter(Boolean).join(' · ') : 'Northlake Health';
 
   const chrome = (s: pptxgen.Slide, title: string, kicker?: string) => {
     s.background = { color: 'FFFFFF' };

src/screens/CaseScreen.tsx

@@ -74,7 +74,13 @@ export function CaseScreen() {
   // take seconds to load and a link rendered without the anchor would silently
   // drop the deadline window and open thousands of rows instead of hundreds.
   const lake = useQuery(() => client.rows('dni-rv-lakehouse-tables', { limit: 10 }), [], !asOf && hasFindings);
-  const anchor = asOf ?? str(lake.data?.find((r) => str(r.table_name) === 'claims')?.to_date).slice(0, 10) ?? null;
+  const claimsStats = lake.data?.find((r) => str(r.table_name) === 'claims');
+  const linkDates = {
+    ceiling: asOf,
+    anchor: asOf ?? (str(claimsStats?.to_date).slice(0, 10) || null),
+    submittedTo: asOf ?? (str(claimsStats?.submitted_to).slice(0, 10) || null),
+  };
+  const customRun = !!(str(row?.review_as_of) || str(row?.review_from) || str(row?.review_to));
   const briefing = useQuery(
     () => loadBriefing(client, slice, { kind, asOf }),
     [id, slice?.payer, slice?.department, slice?.code, kind, asOf],
@@ -122,7 +128,7 @@ export function CaseScreen() {
         </Badge>
         {kind && FINDING_KIND[kind] && <Badge tone="violet">{FINDING_KIND[kind]}</Badge>}
         <span className="ml-auto text-[11px] text-faint">
-          Daily review · opened {dateTime(row.created_at)}
+          {customRun ? 'Custom run' : 'Daily review'} · opened {dateTime(row.created_at)}
           {str(row.review_as_of) ? ` · as of ${str(row.review_as_of).slice(0, 10)}` : ''}
         </span>
         {hasFindings && (
@@ -178,7 +184,7 @@ export function CaseScreen() {
       {/* ---------- The findings: what happened, how much, what to approve ---------- */}
       {hasFindings && (
         <>
-          <Verdict row={row} slice={slice} kind={kind} anchor={anchor || null} />
+          <Verdict row={row} slice={slice} kind={kind} dates={linkDates} />
           {briefing.data ? (
             <Briefing data={briefing.data} slice={slice} kind={kind} />
           ) : (

src/screens/ClaimsScreen.tsx

@@ -106,6 +106,9 @@ export function ClaimsScreen() {
     if (n <= 1) next.delete('page');
     else next.set('page', String(n));
     navigate(`/claims?${next}`);
+    // The pager sits under the table; without this the new page loads with the
+    // viewport still at the bottom, which reads as "nothing changed".
+    window.scrollTo({ top: 0, behavior: 'smooth' });
   }
   const opts = (col: string, labels?: Record<string, string>) =>
     ((options[col] ?? []) as unknown[]).map(String).filter(Boolean).map((v) => ({ value: v, label: labels?.[v] ?? v }));
@@ -223,7 +226,7 @@ export function ClaimsScreen() {
         ) : rows.length === 0 ? (
           <p className="px-5 py-10 text-center text-sm text-faint">No claims match these filters.</p>
         ) : (
-          <div className="overflow-x-auto">
+          <div className={`overflow-x-auto transition-opacity ${q.loading ? 'opacity-50' : ''}`} aria-busy={q.loading}>
             <table className="w-full text-[13px]">
               <thead>
                 <tr className="text-left text-[11px] font-semibold tracking-wide text-faint uppercase">