refactor: one front door

Start Investigation is gone. The daily review is the only way a case is
born — "she isn't asked" should not ship with a button for asking her. A
person still steers Ava, but only about something she already found:
Send Back to Ava carries the note.

Removed the ask-a-question screen, route and ghost button; the case page's
"request" card now says how the review came to exist (live, or a replay of
a past morning) instead of echoing a question nobody typed.

Backend counterpart: sm2/custom-apps/denials-investigator/09_one_front_door.sql.

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

src/App.tsx

@@ -4,7 +4,7 @@ import { Shell } from './layout/Shell';
 import { Login } from './pages/Login';
 import { QueueScreen } from './screens/QueueScreen';
 import { CaseScreen } from './screens/CaseScreen';
-import { NewInvestigationScreen } from './screens/NewInvestigationScreen';
+import { RunReviewScreen } from './screens/RunReviewScreen';
 
 /**
  * Routes.
@@ -24,7 +24,7 @@ export function App() {
       <Route element={<Shell />}>
         <Route path="/q/:q" element={<QueueScreen />} />
         <Route path="/c/:id" element={<CaseScreen />} />
-        <Route path="/new" element={<NewInvestigationScreen />} />
+        <Route path="/review" element={<RunReviewScreen />} />
         {/* Awaiting Review is the landing page, not "all cases": it is the
             queue with work in it, and the one the console exists to serve. */}
         <Route path="/" element={<Navigate to="/q/review" replace />} />

src/api/config.ts

@@ -30,8 +30,9 @@ export const DECISIONS_VIEW = 'dni-rv-ava-decisions';
 // hardcoded: each activity's fields are read from view-service at open time.
 // ---------------------------------------------------------------------------
 export const ACT = {
-  START: 'dni-act-start', // INIT
+  REVIEW: 'dni-act-review', // INIT — the daily sweep. The ONLY way a case is born.
   FINDINGS: 'dni-act-findings', // Ava
+  NOTHING: 'dni-act-nothing', // Ava — a quiet morning; closes the case itself
   APPROVE: 'dni-act-approve',
   CHANGES: 'dni-act-changes',
   REJECT: 'dni-act-reject',
@@ -133,7 +134,9 @@ export const STAGE_ACTIONS: Record<string, Action[]> = {
       label: 'Send Back to Ava',
       roles: ['revenue_cycle_manager'],
       kind: 'secondary',
-      hint: 'She re-runs the investigation with your note',
+      // The only way a person asks Ava anything: in the context of something
+      // she already found. There is deliberately no "ask a question" door.
+      hint: 'She re-runs the review with your note',
     },
     { activity: ACT.REJECT, label: 'Reject', roles: ['revenue_cycle_manager'], kind: 'danger' },
   ],
@@ -187,3 +190,25 @@ export const LAKEHOUSE = {
   schema: 'rcm',
   tables: ['claims', 'payers', 'departments', 'payer_policy_updates', 'finance_monthly_summary'],
 } as const;
+
+/**
+ * A sweep's finding, as Ava classifies it. Shown as a chip so the queue reads
+ * "what kind of problem" without opening the case.
+ */
+export const FINDING_KIND: Record<string, string> = {
+  payer_policy: 'Payer rule change',
+  front_desk: 'Front-desk / registration',
+  coding: 'Coding',
+  documentation: 'Documentation',
+  medical_necessity: 'Medical necessity',
+  timely_filing: 'Timely filing',
+  expiring_appeals: 'Appeals about to expire',
+  other: 'Other',
+};
+
+/**
+ * The demo's quiet-morning replay. The data is static, so every sweep finds the
+ * same August spike; anchoring a run on this date lets Ava genuinely answer
+ * "nothing to report" — one quiet morning next to one $1.09M morning.
+ */
+export const QUIET_MORNING_AS_OF = '2026-07-26';

src/layout/Shell.tsx

@@ -1,5 +1,5 @@
 import { NavLink, Outlet, useNavigate } from 'react-router-dom';
-import { LogOut, Search } from 'lucide-react';
+import { LogOut, Radar } from 'lucide-react';
 import { useZino } from '../api/provider';
 import { QUEUES, prettyRole } from '../api/config';
 import { NorthlakeLockup } from '../components/NorthlakeLogo';
@@ -29,9 +29,11 @@ export function Shell() {
           <NorthlakeLockup />
 
           <div className="ml-auto flex items-center gap-3">
-            <Button kind="primary" onClick={() => navigate('/new')}>
+            {/* The only way a case is born. Nobody asks Ava a question; she
-              <Search className="h-4 w-4" />
+                decides what is worth a person's time. */}
-              Ask Ava
+            <Button kind="primary" onClick={() => navigate('/review')}>
+              <Radar className="h-4 w-4" />
+              Run daily review
             </Button>
 
             {user && (

src/screens/CaseScreen.tsx

@@ -1,9 +1,10 @@
 import { useState } from 'react';
 import { Link, useParams } from 'react-router-dom';
-import { ArrowLeft, Brain, Clock, User } from 'lucide-react';
+import { ArrowLeft, Brain, Clock, Radar, User } from 'lucide-react';
 import { useQuery, useZino } from '../api/provider';
 import {
   ACT,
+  FINDING_KIND,
   NEEDS_HUMAN,
   RECORD_VIEW,
   STAGES,
@@ -16,7 +17,7 @@ import { ActivityForm } from '../components/ActivityForm';
 import { AvaLive } from '../components/AvaLive';
 import { Findings, Recheck, SqlEvidence } from '../components/Findings';
 import type { Action } from '../api/config';
-import { dateTime, str } from '../format';
+import { dateTime, num, str } from '../format';
 
 /**
  * One investigation, end to end.
@@ -50,6 +51,10 @@ export function CaseScreen() {
   const row = cases.data?.[0];
   const state = str(row?.current_state_name);
   const aiOwned = state === 'Investigating' || state === 'Monitoring';
+  const scanned = str(row?.scanned_summary);
+  const flagged = num(row?.flagged_count);
+  const kind = str(row?.finding_kind);
+  const quiet = flagged === 0 && !str(row?.summary);
 
   const trace = useQuery(() => client.avaTrace(String(id)), [id], true, aiOwned ? 4000 : 0);
   const decisions = useQuery(() => client.avaDecisions(String(id)), [id], true, aiOwned ? 8000 : 0);
@@ -81,9 +86,10 @@ export function CaseScreen() {
           <div className="min-w-0">
             <div className="flex flex-wrap items-center gap-2">
               <h1 className="tnum text-lg font-semibold text-ink">Case #{str(row.instance_id)}</h1>
-              <Badge tone={STAGE_TONE[state] ?? 'slate'} dot={aiOwned}>
+              <Badge tone={quiet ? 'slate' : (STAGE_TONE[state] ?? 'slate')} dot={aiOwned}>
-                {state}
+                {quiet ? 'Nothing to report' : state}
               </Badge>
+              {kind && FINDING_KIND[kind] && <Badge tone="violet">{FINDING_KIND[kind]}</Badge>}
               {aiOwned ? (
                 <span className="inline-flex items-center gap-1 text-xs text-ai">
                   <Brain className="h-3.5 w-3.5" /> Ava is working
@@ -95,7 +101,9 @@ export function CaseScreen() {
               )}
             </div>
             <p className="mt-1.5 max-w-2xl text-sm text-muted">
-              {str(row.question) || `Scope: ${str(row.scope) || 'all payers and departments'}`}
+              Daily review — every payer, department and front desk
+              {str(row.review_as_of) ? `, as of ${str(row.review_as_of).slice(0, 10)}` : ''}.
+              Nobody asked; Ava decides what is worth your time.
             </p>
           </div>
 
@@ -129,6 +137,28 @@ export function CaseScreen() {
         )}
       </section>
 
+      {/* ---------------- what the sweep covered ---------------- */}
+      {(scanned || flagged != null) && (
+        <section
+          className={`lift rounded-lg border px-4 py-3.5 ${
+            quiet ? 'border-line bg-panel' : 'border-ai-edge bg-ai-soft'
+          }`}
+        >
+          <div className="flex flex-wrap items-center gap-2">
+            <Radar className={`h-4 w-4 ${quiet ? 'text-muted' : 'text-ai'}`} />
+            <h2 className={`text-sm font-semibold ${quiet ? 'text-ink' : 'text-ai'}`}>
+              {quiet ? 'Reviewed. Nothing to report.' : `Reviewed. Flagged ${flagged ?? 1}.`}
+            </h2>
+            <span className="ml-auto text-[11px] text-faint">
+              6 payers · 8 departments · 9 desks · every week in the data
+            </span>
+          </div>
+          {scanned && (
+            <p className="mt-2 text-sm leading-relaxed whitespace-pre-wrap text-muted">{scanned}</p>
+          )}
+        </section>
+      )}
+
       {/* ---------------- her conclusions ---------------- */}
       <Findings row={row} />
       <Recheck row={row} />
@@ -138,15 +168,13 @@ export function CaseScreen() {
       <AvaLive steps={trace.data ?? []} decisions={decisions.data ?? []} working={aiOwned} />
 
       {/* ---------------- the ask, in full ---------------- */}
-      <Card title="The request" subtitle="What was handed to Ava">
+      <Card title="This review" subtitle="How the case came to exist">
         <div className="px-4 py-4">
           <Facts
             rows={[
-              { label: 'Scope', value: str(row.scope) || '—' },
+              { label: 'Started by', value: str(row.review_as_of) ? 'Replay of a past morning' : 'Daily review' },
-              { label: 'Payer', value: str(row.payer) || 'All' },
+              { label: 'Anchored on', value: str(row.review_as_of) ? str(row.review_as_of).slice(0, 10) : 'Latest data' },
-              { label: 'Department', value: str(row.department) || 'All' },
+              { label: 'Look-back', value: row.period_weeks ? `${str(row.period_weeks)} weeks` : '6 weeks' },
-              { label: 'Look-back', value: row.period_weeks ? `${str(row.period_weeks)} weeks` : '—' },
-              { label: 'Question', value: str(row.question) || '—', wide: true },
               ...(str(row.review_note)
                 ? [{ label: 'Sent back with', value: str(row.review_note), wide: true }]
                 : []),

src/screens/NewInvestigationScreen.tsx

@@ -1,71 +0,0 @@
-import { useState } from 'react';
-import { useNavigate } from 'react-router-dom';
-import { Brain, Database } from 'lucide-react';
-import { ActivityForm } from '../components/ActivityForm';
-import { Card } from '../components/core';
-import { ACT, LAKEHOUSE } from '../api/config';
-
-/**
- * Ask Ava a question.
- *
- * The form is the INIT activity's own schema, read live from view-service — so
- * the scope picker, the payer list and the look-back are whatever the workflow
- * says they are, not a copy maintained here.
- *
- * The page around the form exists to set the expectation: the manager is not
- * running a report, he is handing work to an analyst who will take a few
- * minutes and come back with a recommendation.
- */
-export function NewInvestigationScreen() {
-  const navigate = useNavigate();
-  const [open, setOpen] = useState(true);
-
-  return (
-    <div className="mx-auto max-w-2xl space-y-4">
-      <header>
-        <h1 className="text-xl font-semibold text-ink">Ask Ava</h1>
-        <p className="mt-0.5 text-sm text-muted">
-          Hand her a question about denials. She investigates and comes back with a cause, a
-          dollar figure and a recommendation for you to approve.
-        </p>
-      </header>
-
-      <Card className="px-4 py-4">
-        <div className="flex items-start gap-3">
-          <span className="rounded-full bg-ai-soft p-2 text-ai ring-1 ring-ai-edge ring-inset">
-            <Brain className="h-4 w-4" />
-          </span>
-          <div className="text-sm text-muted">
-            <p className="font-semibold text-ink">What she will do</p>
-            <ol className="mt-1.5 list-decimal space-y-0.5 pl-4">
-              <li>Reconcile the claims data against the finance report before trusting it</li>
-              <li>Baseline the denial rate, then slice by payer, reason code, department and desk</li>
-              <li>Find where the change concentrates and when it started</li>
-              <li>Look for the cause in the payer's own policy bulletins</li>
-              <li>Count what is still inside the appeal window and what it is worth</li>
-            </ol>
-            <p className="mt-2.5 inline-flex items-center gap-1.5 text-xs text-faint">
-              <Database className="h-3.5 w-3.5" />
-              Read-only against {LAKEHOUSE.platform} · {LAKEHOUSE.catalog}.{LAKEHOUSE.schema}
-            </p>
-          </div>
-        </div>
-      </Card>
-
-      <ActivityForm
-        open={open}
-        onClose={() => {
-          setOpen(false);
-          navigate('/q/investigating');
-        }}
-        activityUid={ACT.START}
-        title="Start an investigation"
-        subtitle="Ava picks this up as soon as you submit"
-        submitLabel="Send to Ava"
-        onDone={(r) => {
-          if (r.instance_id) navigate(`/c/${r.instance_id}`);
-        }}
-      />
-    </div>
-  );
-}

src/screens/QueueScreen.tsx

@@ -1,7 +1,7 @@
 import { useNavigate, useParams } from 'react-router-dom';
 import { Brain, Clock, User } from 'lucide-react';
 import { useQuery, useZino } from '../api/provider';
-import { QUEUES, RECORD_VIEW, STAGE_TONE } from '../api/config';
+import { FINDING_KIND, QUEUES, RECORD_VIEW, STAGE_TONE } from '../api/config';
 import { Badge, Card, Empty, ErrorNote, Spinner } from '../components/core';
 import type { Row } from '../api/types';
 import { dateTime, money, num, str } from '../format';
@@ -79,9 +79,12 @@ function CaseCard({ row, onOpen }: { row: Row; onOpen: () => void }) {
   const summary = str(row.summary);
   const atRisk = num(row.amount_at_risk);
   const recoverable = num(row.recoverable_amount);
-  const scope = str(row.scope);
-  const question = str(row.question);
   const aiOwned = state === 'Investigating' || state === 'Monitoring';
+  const scanned = str(row.scanned_summary);
+  const flagged = num(row.flagged_count);
+  const kind = str(row.finding_kind);
+  // A sweep that found nothing: closed by Ava herself, never on a desk.
+  const quiet = flagged === 0 && !summary;
 
   return (
     <Card className="cursor-pointer transition-colors hover:border-brand/50" >
@@ -90,9 +93,10 @@ function CaseCard({ row, onOpen }: { row: Row; onOpen: () => void }) {
           <span className="tnum text-[13px] font-semibold text-ink">
             Case #{str(row.instance_id)}
           </span>
-          <Badge tone={tone} dot={aiOwned}>
+          <Badge tone={quiet ? 'slate' : tone} dot={aiOwned}>
-            {state}
+            {quiet ? 'Nothing to report' : state}
           </Badge>
+          {kind && FINDING_KIND[kind] && <Badge tone="violet">{FINDING_KIND[kind]}</Badge>}
           {aiOwned ? (
             <span className="inline-flex items-center gap-1 text-[11px] text-ai">
               <Brain className="h-3 w-3" /> Ava
@@ -109,7 +113,7 @@ function CaseCard({ row, onOpen }: { row: Row; onOpen: () => void }) {
         </div>
 
         <p className="mt-2 line-clamp-2 text-sm text-ink">
-          {summary || question || `Scope: ${scope || 'all payers'}`}
+          {summary || (quiet ? scanned : '') || 'Ava is reviewing every payer, department and desk…'}
         </p>
 
         {(atRisk || recoverable) && (

src/screens/RunReviewScreen.tsx

@@ -0,0 +1,104 @@
+import { useState } from 'react';
+import { useNavigate } from 'react-router-dom';
+import { Brain, Database, Moon, Radar } from 'lucide-react';
+import { useZino } from '../api/provider';
+import { ACT, LAKEHOUSE, QUIET_MORNING_AS_OF, WORKFLOW } from '../api/config';
+import { Button, Card, ErrorNote } from '../components/core';
+
+/**
+ * Run the daily review, now.
+ *
+ * There is no form. This is the same activity a scheduler performs at 6am;
+ * the button exists so a room does not have to wait until 6am. Nothing is
+ * asked of Ava — she decides what, if anything, is worth a person's time.
+ *
+ * The second button anchors the sweep on a date before the August spike. The
+ * demo data is static, so without it every run flags the same thing; with it,
+ * one run can genuinely come back "nothing to report" — which is what most
+ * mornings look like, and the contrast is the point.
+ */
+export function RunReviewScreen() {
+  const navigate = useNavigate();
+  const { client } = useZino();
+  const [busy, setBusy] = useState<'now' | 'quiet' | null>(null);
+  const [err, setErr] = useState<string | null>(null);
+
+  async function run(asOf?: string) {
+    setBusy(asOf ? 'quiet' : 'now');
+    setErr(null);
+    try {
+      // The activity's one field is optional; omit it entirely for a live run
+      // so the workflow sees a genuinely empty submission.
+      const res = await client.startInstance(
+        WORKFLOW,
+        ACT.REVIEW,
+        asOf ? { review_as_of__review: asOf } : {},
+      );
+      if (res.instance_id) navigate(`/c/${res.instance_id}`);
+      else navigate('/q/investigating');
+    } catch (e) {
+      setErr((e as { message?: string })?.message ?? 'Could not start the review');
+      setBusy(null);
+    }
+  }
+
+  return (
+    <div className="mx-auto max-w-2xl space-y-4">
+      <header>
+        <h1 className="text-xl font-semibold text-ink">Daily review</h1>
+        <p className="mt-0.5 text-sm text-muted">
+          Ava looks at every payer, department and front desk, and only opens a case if
+          something clears the bar. Most mornings she reports nothing.
+        </p>
+      </header>
+
+      {err && <ErrorNote>{err}</ErrorNote>}
+
+      <Card className="px-4 py-4">
+        <div className="flex items-start gap-3">
+          <span className="rounded-full bg-ai-soft p-2 text-ai ring-1 ring-ai-edge ring-inset">
+            <Brain className="h-4 w-4" />
+          </span>
+          <div className="min-w-0 flex-1 text-sm text-muted">
+            <p className="font-semibold text-ink">What she checks</p>
+            <ul className="mt-1.5 list-disc space-y-0.5 pl-4">
+              <li>That the claims data reconciles with the finance report</li>
+              <li>Denial rate vs baseline — by payer, reason code, department, front desk, week</li>
+              <li>Money about to fall out of an appeal window unfiled</li>
+            </ul>
+            <p className="mt-2 text-xs text-faint">
+              The bar: a denied count up more than 40% on meaningful volume, or more than $100K
+              expiring. Below it, she watches and says nothing.
+            </p>
+            <p className="mt-2 inline-flex items-center gap-1.5 text-xs text-faint">
+              <Database className="h-3.5 w-3.5" />
+              Read-only against {LAKEHOUSE.platform} · {LAKEHOUSE.catalog}.{LAKEHOUSE.schema}
+            </p>
+          </div>
+        </div>
+
+        <div className="mt-5 flex flex-wrap items-start gap-3 border-t border-line pt-4">
+          <div>
+            <Button kind="primary" onClick={() => run()} busy={busy === 'now'} disabled={busy !== null}>
+              <Radar className="h-4 w-4" />
+              Run the review now
+            </Button>
+            <p className="mt-1 max-w-[16rem] text-[11px] text-faint">
+              Normally fires at 6am on its own. This is the same activity.
+            </p>
+          </div>
+          <div>
+            <Button kind="secondary" onClick={() => run(QUIET_MORNING_AS_OF)} busy={busy === 'quiet'} disabled={busy !== null}>
+              <Moon className="h-4 w-4" />
+              Replay a quiet morning
+            </Button>
+            <p className="mt-1 max-w-[16rem] text-[11px] text-faint">
+              Anchored on {QUIET_MORNING_AS_OF}, before anything went wrong — to see what
+              &ldquo;nothing to report&rdquo; looks like.
+            </p>
+          </div>
+        </div>
+      </Card>
+    </div>
+  );
+}