feat: expand Phase 4b roadmap with full health clearance & genetics system

ROADMAP.md

@@ -114,7 +114,7 @@
   - [x] `GET /api/breeding/heat-cycles` endpoint
   - [x] `GET /api/breeding/heat-cycles/:id/suggestions` endpoint
 
-- [x] **Projected Whelping Calendar Identifier** ✅ *(March 9, 2026 — v0.5.1)*
+- [x] **Projected Whelping Calendar Identifier** ✅ *(March 9, 2026 − v0.5.1)*
   - [x] Gestation constants: earliest=58, expected=63, latest=65 days
   - [x] `getWwhelpDates(cycle)` client-side helper (no extra API call)
   - [x] Indigo whelp window cells (days 58–63) on calendar grid
@@ -129,7 +129,7 @@
 
 ---
 
-## ✅ Phase 4a: Champion & Settings (COMPLETE — v0.6.0)
+## ✅ Phase 4a: Champion & Settings (COMPLETE − v0.6.0)
 
 ### Champion Bloodline Tracking
 - [x] `is_champion INTEGER DEFAULT 0` column on `dogs` table
@@ -145,48 +145,147 @@
 - [x] `settings` table: `kennel_name`, `kennel_tagline`, `kennel_address`, `kennel_phone`, `kennel_email`, `kennel_website`, `kennel_akc_id`, `kennel_breed`, `owner_name`
 - [x] Safe `ALTER TABLE settings ADD COLUMN` migration loop for all kennel fields
 - [x] Auto-seed default row (`kennel_name = 'BREEDR'`) if table is empty
-- [x] `GET /api/settings` — returns single-row as flat JSON object
+- [x] `GET /api/settings` − returns single-row as flat JSON object
-- [x] `PUT /api/settings` — partial update via `ALLOWED_KEYS` whitelist
+- [x] `PUT /api/settings` − partial update via `ALLOWED_KEYS` whitelist
 - [x] `SettingsProvider` / `useSettings` React context hook
 - [x] Kennel name displayed in navbar from settings
 - [x] `SettingsPage` component for editing kennel info
 
 ### Build & Runtime Fixes (v0.6.0)
-- [x] `useSettings.js` → `useSettings.jsx` — Vite build failed because JSX in `.js` file
+- [x] `useSettings.js` → `useSettings.jsx` − Vite build failed because JSX in `.js` file
-- [x] `server/index.js` — `initDatabase()` called with no args (was passing `DB_PATH`, now path is internal)
+- [x] `server/index.js` − `initDatabase()` called with no args (was passing `DB_PATH`, now path is internal)
-- [x] `server/index.js` — removed duplicate `app.get('/api/health')` inline route
+- [x] `server/index.js` − removed duplicate `app.get('/api/health')` inline route
-- [x] `server/index.js` — `DATA_DIR` env var replaces `path.dirname(DB_PATH)` for directory creation
+- [x] `server/index.js` − `DATA_DIR` env var replaces `path.dirname(DB_PATH)` for directory creation
-- [x] `server/routes/settings.js` — rewrote from double-encoded base64 + old key/value schema to correct single-row column schema
+- [x] `server/routes/settings.js` − rewrote from double-encoded base64 + old key/value schema to correct single-row column schema
 
 ---
 
-## 📋 Phase 4b: Health & Genetics (NEXT UP)
+## 📋 Phase 4b: Health & Genetics (NEXT UP − v0.7.0)
 
-### Health Records *(Priority 1)* 🚨
+> **Context:** Golden Retriever health clearances follow GRCA Code of Ethics and OFA/CHIC standards.
-- [ ] Health records list view per dog
+> This phase builds a structured, breed-aware health tracking system aligned with those requirements.
-- [ ] Add/edit health test results
+
-- [ ] Vaccination tracking with expiry alerts
+### Tier 1 — OFA Health Clearances *(Priority 1)* 🩺
-- [ ] Medical history timeline view
+
-- [ ] Document uploads (PDFs, images)
+The four GRCA-required clearances that must be on record in the public OFA database before breeding.
-- [ ] Health clearance status badges on dog cards
+
+**Database (schema additions to `health_records` table):**
+- [ ] Add `test_type` ENUM-style field: `hip_ofa`, `hip_pennhip`, `elbow_ofa`, `heart_ofa`, `heart_echo`, `eye_caer`, `thyroid_ofa`, `dna_panel`
+- [ ] Add `result` field: `pass`, `fail`, `carrier`, `clear`, `excellent`, `good`, `fair`, `borderline`
+- [ ] Add `ofa_number` VARCHAR — official OFA certification number
+- [ ] Add `chic_number` VARCHAR — CHIC certification number (dog-level field on `dogs` table)
+- [ ] Add `performed_by` VARCHAR — vet or specialist name
+- [ ] Add `expires_at` DATE — for annually-renewed tests (eyes, heart)
+- [ ] Add `document_url` VARCHAR — path to uploaded PDF/image
+- [ ] Safe ALTER TABLE migration guards for all new columns
+
+**API:**
+- [ ] `GET /api/health/:dogId` — list all health records for a dog
+- [ ] `POST /api/health` — create health record
+- [ ] `PUT /api/health/:id` — update health record
+- [ ] `DELETE /api/health/:id` — delete health record
+- [ ] `GET /api/health/:dogId/clearance-summary` — returns pass/fail/missing for all 4 OFA tiers
+- [ ] `GET /api/health/:dogId/chic-eligible` — returns boolean + missing tests
+
+**UI Components:**
+- [ ] `HealthRecordForm` modal — test type dropdown, result, OFA#, date, performed-by, expiry, document upload
+- [ ] `HealthTimeline` component — chronological list of all health events per dog on DogDetail page
+- [ ] `ClearanceSummaryCard` — shows OFA Hip / Elbow / Heart / Eyes status in a 2x2 grid with color badges (green=pass, yellow=expiring, red=missing/fail)
+- [ ] `ChicStatusBadge` — amber badge on dog cards and DogDetail if CHIC number is on file
+- [ ] Expiry alert: yellow badge on dog card if any annual test expires within 90 days; red if expired
+- [ ] Document upload support (PDF/image) tied to individual health records
+
+**Clearance Tiers Tracked:**
+| Test | OFA Minimum Age | Renewal | Notes |
+|---|---|---|---|
+| Hip Dysplasia | 24 months | Once (final) | OFA eval or PennHIP |
+| Elbow Dysplasia | 24 months | Once (final) | OFA eval |
+| Cardiac (Heart) | 12 months | Annual recommended | Echo preferred over auscultation |
+| Eyes (CAER) | 12 months | **Annual** | Board-certified ACVO ophthalmologist |
+| Thyroid (OFA) | 12 months | Annual recommended | Bonus/Tier 2 |
 
 **Complexity:** Medium | **Impact:** High | **User Value:** Excellent
+**Estimated Time:** 8–10 hours
 
-**Why this is recommended:**
+---
-- Natural complement to existing dog profiles
-- Vaccination expiry alerts are high day-to-day utility
-- Clearance badges on dog cards improve trust at a glance
-- Builds toward breeding decision support
 
-**Estimated Time:** 6-8 hours
+### Tier 2 — DNA Genetic Panel *(Priority 2)* 🧬
 
-### Genetic Trait Tracking *(Priority 2)*
+Embark or equivalent panel results per dog. Allows carrier × clear pairing without producing affected offspring.
-- [ ] Track inherited traits
-- [ ] Color genetics calculator
-- [ ] Health clearance status
-- [ ] Link traits to ancestors
 
-**Estimated Time:** 5-7 hours
+**Database:**
+- [ ] `genetic_tests` table: `id`, `dog_id`, `test_provider` (embark/optigen/etc), `test_name`, `result` (clear/carrier/affected), `test_date`, `document_url`, `created_at`
+- [ ] Safe `CREATE TABLE IF NOT EXISTS` guard
+
+**Golden Retriever Panel — Key Markers:**
+- [ ] PRA1 (Progressive Retinal Atrophy type 1)
+- [ ] PRA2 (Progressive Retinal Atrophy type 2)
+- [ ] prcd-PRA (Progressive Rod-Cone Degeneration)
+- [ ] ICH1 / ICH2 (Ichthyosis — very common in Goldens)
+- [ ] NCL (Neuronal Ceroid Lipofuscinosis — fatal neurological)
+- [ ] DM (Degenerative Myelopathy)
+- [ ] MD (Muscular Dystrophy)
+- [ ] GR-PRA1, GR-PRA2 (Golden-specific PRA variants)
+
+**API:**
+- [ ] `GET /api/genetics/:dogId` — list all genetic test results
+- [ ] `POST /api/genetics` — add genetic result
+- [ ] `PUT /api/genetics/:id` — update
+- [ ] `DELETE /api/genetics/:id` — delete
+- [ ] `GET /api/genetics/pairing-risk?sireId=&damId=` — returns at-risk combinations for a trial pairing
+
+**UI Components:**
+- [ ] `GeneticTestForm` modal — provider, marker, result (clear/carrier/affected), date, upload
+- [ ] `GeneticPanelCard` on DogDetail — color-coded grid of all markers (green=clear, yellow=carrier, red=affected, gray=not tested)
+- [ ] Pairing risk overlay on Trial Pairing Simulator — flag if sire+dam are both carriers for same marker
+- [ ] "Not Tested" indicator on dog cards when no DNA panel on file
+
+**Complexity:** Medium | **Impact:** High | **User Value:** Excellent
+**Estimated Time:** 6–8 hours
+
+---
+
+### Tier 3 — Cancer Lineage & Longevity Tracking *(Priority 3)* 📊
+
+Golden Retrievers have ~60% cancer mortality rate. Lineage-based cancer history is a major differentiator for responsible breeders.
+
+**Database:**
+- [ ] `cancer_history` table: `id`, `dog_id`, `cancer_type`, `age_at_diagnosis`, `age_at_death`, `cause_of_death`, `notes`, `created_at`
+- [ ] Add `age_at_death` and `cause_of_death` optional fields to `dogs` table
+
+**API:**
+- [ ] `GET /api/health/:dogId/cancer-history`
+- [ ] `POST /api/health/cancer-history`
+- [ ] `GET /api/pedigree/:dogId/cancer-lineage` — walks ancestors and returns cancer incidence summary
+
+**UI:**
+- [ ] Longevity section on DogDetail — age at death, cause of death
+- [ ] Cancer lineage indicator on Trial Pairing Simulator — "X of 8 ancestors had cancer history"
+- [ ] Optional cancer history entry on DogForm
+
+**Complexity:** Low-Medium | **Impact:** Medium | **User Value:** High (differentiator)
+**Estimated Time:** 4–5 hours
+
+---
+
+### Tier 4 — Breeding Eligibility Checker *(Priority 4)* ✅
+
+Automatic litter eligibility gate based on health clearance status of sire and dam.
+
+**Logic:**
+- [ ] Dog is "GRCA eligible" if: Hip OFA ✅ + Elbow OFA ✅ + Heart ✅ + Eyes (non-expired) ✅ + age ≥ 24 months
+- [ ] Dog is "CHIC eligible" if all four tests are in OFA public database (CHIC number on file)
+- [ ] Warning flags in Trial Pairing Simulator if sire or dam is missing required clearances
+- [ ] Block litter creation (with override) if either parent fails eligibility check
+
+**UI:**
+- [ ] Eligibility badge on dog cards: `GRCA Eligible` (green) / `Incomplete` (yellow) / `Not Eligible` (red)
+- [ ] Eligibility breakdown tooltip on hover — shows which tests are missing
+- [ ] Pre-litter warning modal when creating a litter with non-eligible parents
+- [ ] CHIC number field + verification note on DogDetail
+
+**Complexity:** Low | **Impact:** High | **User Value:** Excellent
+**Estimated Time:** 3–4 hours
 
 ---
 
@@ -266,9 +365,10 @@
 - [ ] Export to Excel/CSV
 - [ ] Integration with kennel clubs
 - [ ] Backup to cloud storage
+- [ ] OFA database lookup by registration number
 
 ### Advanced Genetics
-- [ ] DNA test result tracking
+- [ ] DNA test result tracking (full Embark import)
 - [ ] Genetic diversity analysis
 - [ ] Breed-specific calculators
 - [ ] Health risk predictions
@@ -281,48 +381,58 @@
 
 ---
 
-## 📅 Current Sprint: v0.7.0
+## 🏃 Current Sprint: v0.7.0 (Phase 4b)
 
 ### ✅ Completed This Sprint (v0.6.0)
-- [x] `is_champion` flag — DB column, API, DogForm toggle, offspring badge, parent dropdown `✪`
+- [x] `is_champion` flag − DB column, API, DogForm toggle, offspring badge, parent dropdown `✪`
-- [x] Kennel Settings — `settings` table with all kennel fields, `GET/PUT /api/settings`, `SettingsProvider`, navbar kennel name
+- [x] Kennel Settings − `settings` table with all kennel fields, `GET/PUT /api/settings`, `SettingsProvider`, navbar kennel name
 - [x] `useSettings.jsx` rename (Vite build fix)
-- [x] `server/index.js` fix — `initDatabase()` no-arg call, duplicate health route removed
+- [x] `server/index.js` fix − `initDatabase()` no-arg, duplicate health route removed
-- [x] `server/routes/settings.js` rewrite — fixed double-encoded base64 + wrong key/value schema
+- [x] `server/routes/settings.js` rewrite: double-encoded base64 + wrong schema fixed
 
 ### ✅ Previously Completed (v0.5.1)
-- [x] Projected Whelping Calendar Identifier — indigo whelp window cells, due label, active card range, jump-to-month button
+- [x] Projected Whelping Calendar Identifier − indigo whelp window cells, due label, active card range, jump-to-month button
 - [x] Live whelp preview in Cycle Detail modal (client-side, no save required)
 - [x] Full-width whelping banner for months with projected whelps
 - [x] "Projected Whelp" legend entry + updated page subtitle
 
-### 🔜 Next Up (Priority Order)
+### 🔜 Next Up — Phase 4b Build Order
 
-#### Option 1: Health Records System (Recommended) 🚨
+#### Step 1: DB Schema Extensions
-**Complexity:** Medium | **Impact:** High | **User Value:** Excellent
+- [ ] Extend `health_records` table with OFA-specific columns (test_type, result, ofa_number, chic_number, expires_at, document_url)
+- [ ] Create `genetic_tests` table (PRA, ICH, NCL, DM, MD, GR-PRA variants)
+- [ ] Create `cancer_history` table
+- [ ] Add `chic_number`, `age_at_death`, `cause_of_death` to `dogs` table
+- [ ] All changes via safe ALTER TABLE / CREATE TABLE IF NOT EXISTS guards
 
-**Tasks:**
+#### Step 2: API Layer
-- Create `HealthRecordForm` component
+- [ ] `GET|POST|PUT|DELETE /api/health/:dogId` (OFA records)
-- Health records list/timeline per dog on DogDetail page
+- [ ] `GET /api/health/:dogId/clearance-summary`
-- Vaccination tracking with expiry date + alert badge
+- [ ] `GET /api/health/:dogId/chic-eligible`
-- Health clearance status badges (OFA, CERF, etc.)
+- [ ] `GET|POST|PUT|DELETE /api/genetics/:dogId`
-- Optional document/PDF upload
+- [ ] `GET /api/genetics/pairing-risk` (sire + dam carrier check)
+- [ ] Cancer history endpoints
 
-**Estimated Time:** 6-8 hours
+#### Step 3: Core UI — Health Records
+- [ ] `HealthRecordForm` modal (test type, result, OFA#, expiry, doc upload)
+- [ ] `HealthTimeline` on DogDetail page
+- [ ] `ClearanceSummaryCard` 2×2 grid (Hip / Elbow / Heart / Eyes)
+- [ ] `ChicStatusBadge` on dog cards
+- [ ] Expiry alert badges (90-day warning, expired)
 
----
+#### Step 4: Core UI — Genetics Panel
+- [ ] `GeneticTestForm` modal
+- [ ] `GeneticPanelCard` on DogDetail (color-coded markers)
+- [ ] Pairing risk overlay on Trial Pairing Simulator
 
-#### Option 2: Genetic Trait Tracking
+#### Step 5: Eligibility Checker
-**Complexity:** Medium | **Impact:** Medium | **User Value:** Good
+- [ ] Eligibility logic (`grca_eligible`, `chic_eligible` computed fields)
+- [ ] Eligibility badge on dog cards
+- [ ] Pre-litter eligibility warning modal
 
-**Tasks:**
+#### Step 6: Cancer / Longevity (Stretch)
-- Trait entry form (coat color, pattern, carried traits)
+- [ ] Cancer history form + lineage summary on Trial Pairing page
-- Display traits on dog detail page
+- [ ] Age at death / cause of death on DogDetail
-- Predicted trait calculator for trial pairings
-
-**Estimated Time:** 5-7 hours
-
----
 
 ### Testing Needed
 - [x] Add/edit dog forms with litter selection
@@ -335,13 +445,15 @@
 - [x] Brand logo display and sizing
 - [x] Gradient title rendering
 - [x] Static asset serving in prod and dev
-- [ ] Champion toggle — DogForm save/load round-trip
+- [ ] Champion toggle − DogForm save/load round-trip
-- [ ] Champion badge — offspring card display
+- [ ] Champion badge − offspring card display
-- [ ] Kennel settings — save + navbar name update
+- [ ] Kennel settings − save + navbar name update
 - [ ] Trial pairing simulator (end-to-end)
 - [ ] Heat cycle calendar (start cycle, detail modal, whelping)
 - [ ] Projected whelping calendar identifier (whelp cells, due label, banner)
-- [ ] Health records
+- [ ] Health records — OFA clearance CRUD
+- [ ] Genetic panel — DNA marker entry and display
+- [ ] Eligibility checker — badge and litter gate
 
 ### Known Issues
 - None currently
@@ -358,6 +470,12 @@
 
 ## Version History
 
+- **v0.7.0** (In Progress) - Phase 4b: Health & Genetics
+  - OFA clearance tracking (Hip, Elbow, Heart, Eyes + CHIC number)
+  - DNA genetic panel (PRA, ICH, NCL, DM, MD variants)
+  - Cancer lineage & longevity tracking
+  - Breeding eligibility checker (GRCA + CHIC gates)
+
 - **v0.6.0** (March 9, 2026) - Champion Bloodline, Settings, Build Fixes
   - `is_champion` flag on dogs table with ALTER TABLE migration guard
   - Champion toggle in DogForm; `✪` suffix in parent dropdowns; offspring badge