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+# ✨ Endobest Dashboard - Features & Capabilities Matrix
+
+**Complete Feature Reference**
+
+---
+
+## 🎯 Core Features
+
+### 1. Automated Data Collection
+
+#### ✅ Multi-Source Data Integration
+- **Research Clinic (RC) APIs**
+  - Organizations listing
+  - Inclusion statistics per organization
+  - Patient records & clinical data
+  - Questionnaire responses (optimized batch call)
+
+- **Lab APIs (GDD)**
+  - Lab test requests
+  - Diagnostic results
+  - Tube ID tracking
+
+- **Questionnaire System**
+  - Single optimized call retrieves ALL questionnaires + answers (4-5x faster)
+  - Support for multiple questionnaire sources
+  - Nested answer structures with JSON path navigation
+
+#### ✅ Authentication & Token Management
+- IAM integration (Ziwig Pro)
+- Automatic token exchange (RC-specific)
+- Automatic token refresh on 401 errors
+- Thread-safe token refresh with locking
+- Credential input with secure defaults
+
+---
+
+### 2. 100% Externalized Configuration
+
+#### ✅ Excel-Based Configuration
+No code changes needed - all behavior defined in Excel:
+
+| Configuration Aspect | Location | Flexibility |
+|---|---|---|
+| **Field Extraction** | `Inclusions_Mapping` sheet | Define which fields to extract, from which sources |
+| **Organization Fields** | `Organizations_Mapping` sheet | Define which org fields to export |
+| **Excel Export** | `Excel_Workbooks` + `Excel_Sheets` sheets | Define workbooks, templates, sheets, transformations |
+| **Quality Rules** | `Regression_Check` sheet | Define expected data changes & validation rules |
+| **Organization Mapping** | `eb_org_center_mapping.xlsx` | Map organization names to center identifiers |
+
+#### ✅ Supported Configuration Types
+- **Field sources:** Questionnaire (by ID/Name/Category), Record, Inclusion, Request, Calculated
+- **Value transformations:** Labels, templates, boolean conversion, list joining
+- **Field conditions:** Optional conditional execution (N/A if condition false)
+- **Custom functions:** Business logic without code modification
+- **Filters:** AND-condition filtering with nested field support
+- **Sorting:** Multi-key sorting with datetime parsing
+- **Value replacement:** Type-strict mapping (boolean, enum, status codes)
+
+---
+
+### 3. High-Performance Multithreading
+
+#### ✅ Parallel Processing Architecture
+- **Organization processing:** Up to 20 concurrent workers
+- **Patient processing:** Nested async pool (40 workers) for lab/questionnaire fetches
+- **Configurable thread count:** User selects 1-20 workers
+- **Non-blocking I/O:** Async lab fetches during main processing
+
+#### ✅ Performance Optimizations
+- **Questionnaire batching:** Single API call per patient instead of N calls (4-5x improvement)
+- **Thread-local HTTP clients:** Per-thread client instances prevent connection conflicts
+- **Nested parallelization:** Outer pool for orgs, inner pool for async tasks
+- **Progress tracking:** Real-time multi-level progress bars with thread-safe updates
+
+#### ✅ Typical Performance (Full Dataset)
+```
+Data Collection: 2-4 minutes (1,200+ patients, 15+ orgs)
+Quality Checks: 10-15 seconds
+Excel Export: 5-15 seconds
+─────────────────────────────
+TOTAL: 2.5-5 minutes
+```
+
+---
+
+### 4. Comprehensive Quality Assurance
+
+#### ✅ Coherence Checking
+- Compares API-provided statistics vs. actual collected data
+- Organization-level validation
+- Detects data inconsistencies
+- Warning/Critical severity levels
+
+#### ✅ Non-Regression Testing
+- Compares current vs. previous run
+- Config-driven validation rules
+- Detects unexpected changes:
+  - New inclusions
+  - Deleted inclusions
+  - Field value changes
+  - Status transitions
+- Exception handling (org-specific overrides)
+- Transition pattern support (expected state changes)
+
+#### ✅ Critical Issue Handling
+- User confirmation required for critical issues
+- Override capability (continue export despite warnings)
+- Prevents accidental data replacement
+- Clear reporting of issue severity
+
+---
+
+### 5. Flexible Data Export
+
+#### ✅ JSON Export
+- **Structure:** Nested by field groups
+- **Files:**
+  - `endobest_inclusions.json` (~6-7 MB)
+  - `endobest_organizations.json` (~17-20 KB)
+- **Backup:** Automatic _old file creation
+- **Format:** UTF-8, 4-space indentation
+
+#### ✅ Excel Export (New!)
+- **Configuration-driven:** All behavior in Excel
+- **Multi-workbook support:** Generate multiple Excel files
+- **Template support:** Load & fill Excel templates
+- **Data transformation pipeline:**
+  - Filter (AND conditions)
+  - Sort (multi-key with datetime)
+  - Replace values (type-strict)
+  - Fill cells/named ranges
+- **Formula recalculation:** win32com integration (optional)
+- **File conflict handling:** Overwrite/Increment/Backup strategies
+- **Template variables:** Dynamic filenames using `.format()` pattern
+
+---
+
+### 6. Advanced Field Processing
+
+#### ✅ Field Sources
+- **Questionnaire sources:**
+  - By ID: Direct lookup (fastest)
+  - By Name: Sequential search
+  - By Category: Sequential search
+- **Record sources:** Clinical record data
+- **Inclusion sources:** Patient inclusion metadata
+- **Request sources:** Lab test data
+- **Calculated sources:** Custom function execution
+
+#### ✅ Field Path Navigation
+- **Nested path support:** Navigate multi-level structures
+- **Wildcard support:** Extract lists with `*` operator
+- **JSON path expressions:** Full structure traversal
+
+#### ✅ Value Transformations
+- **Boolean conversion:** `true_if_any` with multiple match values
+- **Value labels:** Map values to localized text (French support)
+- **Field templates:** Format with placeholders (e.g., "$value%")
+- **List joining:** Flatten arrays with pipe delimiter
+- **Score dictionaries:** Format as "total/max"
+- **Type preservation:** Keep original types unless transformed
+
+#### ✅ Custom Functions
+- `search_in_fields_using_regex` - Pattern matching across fields
+- `extract_parentheses_content` - Extract text in parentheses
+- `append_terminated_suffix` - Conditional suffix appending
+- `if_then_else` - Unified conditional logic (8 operators)
+  - `is_true`, `is_false` - Boolean tests
+  - `is_defined`, `is_undefined` - Existence tests
+  - `all_true`, `all_defined` - Multiple field tests
+  - `==`, `!=` - Value comparisons
+
+---
+
+### 7. Organization Enrichment
+
+#### ✅ Center Mapping Feature
+- Optional: Map organization names to center identifiers
+- **File:** `eb_org_center_mapping.xlsx`
+- **Configuration:** `Org_Center_Mapping` sheet
+- **Matching:** Case-insensitive, whitespace-trimmed
+- **Validation:** No duplicate orgs/centers check
+- **Graceful degradation:** Missing file doesn't break process
+- **Fallback:** Unmapped orgs use original name
+- **No code changes:** Fully configurable via Excel
+
+---
+
+### 8. Robust Error Handling
+
+#### ✅ API Error Recovery
+- **Automatic token refresh** on 401 errors
+- **Retry mechanism:** Up to 10 attempts with configurable spacing
+- **Network error handling:** Timeouts, connection refused, DNS failures
+- **Thread-safe:** Synchronized token refresh across workers
+
+#### ✅ Graceful Degradation
+- **Missing configuration:** Clear error messages with file paths
+- **Missing organization mapping:** Skip silently, use fallback
+- **Optional features:** Disabled if dependencies missing (win32com, pytz)
+- **Partial failures:** Continue with available data
+- **Thread failures:** Shutdown gracefully, preserve partial results
+
+#### ✅ Comprehensive Logging
+- **Log file:** `dashboard.log` (per run)
+- **Logged events:**
+  - API errors with attempt counts
+  - Token refresh events
+  - Configuration loading
+  - Quality check results
+  - File I/O operations
+  - Thread errors with stack traces
+- **Log levels:** WARNING, CRITICAL
+
+---
+
+## 🚀 Execution Modes
+
+### Mode 1: Normal (Full Collection)
+```bash
+python eb_dashboard.py
+```
+**Workflow:**
+1. Authenticate
+2. Load configuration
+3. Collect from all APIs (2-4 min)
+4. Run quality checks (10-15 sec)
+5. Export JSON files
+6. Generate Excel (if configured)
+
+**Use case:** Regular data updates, scheduled runs
+
+---
+
+### Mode 2: Excel-Only (Fast Export)
+```bash
+python eb_dashboard.py --excel_only
+```
+**Workflow:**
+1. Load existing JSON files
+2. Load configuration
+3. Generate Excel (5-15 sec)
+
+**Use case:** Reconfigure reports, test templates, quick re-export
+
+---
+
+### Mode 3: Check-Only (Validation)
+```bash
+python eb_dashboard.py --check-only
+```
+**Workflow:**
+1. Load existing JSON files
+2. Run quality checks
+3. Report any issues
+
+**Use case:** Verify data quality, pre-distribution checks
+
+---
+
+### Mode 4: Check-Only Compare (File Comparison)
+```bash
+python eb_dashboard.py --check-only file1.json file2.json
+```
+**Workflow:**
+1. Load two specific JSON files
+2. Run regression check (file1 vs file2)
+3. Report differences
+
+**Use case:** Compare data snapshots, version comparison
+
+---
+
+### Mode 5: Debug (Verbose Output)
+```bash
+python eb_dashboard.py --debug
+```
+**Workflow:**
+1. Execute normal mode
+2. Enable detailed logging
+3. Show field-by-field changes
+
+**Use case:** Troubleshoot issues, detailed analysis
+
+---
+
+## 📊 Data Quality Features
+
+### ✅ Coherence Check
+- Compares API counts vs actual collected data
+- Organization-level validation
+- Severity: Warning (±10%), Critical (>±10%)
+
+### ✅ Non-Regression Check
+- Config-driven change detection
+- Supports transition patterns
+- Severity: Warning/Critical with overrides
+- Exception handling per organization
+
+### ✅ Data Validation
+- Field existence checking
+- Type validation (boolean, list, dict)
+- Condition evaluation
+- Nested structure traversal
+
+---
+
+## 🔧 Technical Capabilities
+
+### ✅ Multi-Level Threading
+- Organization-level parallelization (20 workers)
+- Patient-level async operations (40 workers)
+- Non-blocking I/O during processing
+- Thread-safe progress tracking
+
+### ✅ API Integration
+- 3 separate API domains (IAM, RC, GDD)
+- Dynamic URL routing
+- Request/response logging
+- Connection pooling per thread
+
+### ✅ Excel Workbook Generation
+- openpyxl for reading/writing
+- Template support
+- Named range targeting
+- Formula preservation
+- win32com integration (formula recalc)
+
+### ✅ Data Processing
+- JSON parsing & validation
+- Nested structure navigation
+- Wildcard pattern matching
+- Value type preservation
+- List flattening with delimiters
+
+### ✅ Configuration Management
+- Excel file parsing
+- Sheet validation
+- Row-level configuration loading
+- JSON column parsing
+- Type conversion & validation
+
+---
+
+## 🎓 User Experience Features
+
+### ✅ Interactive Interface
+- Credential input with secure defaults
+- Thread count selection (1-20)
+- Progress bar feedback (multi-level)
+- User confirmation for critical issues
+- Clear error messages with remediation
+
+### ✅ Progress Tracking
+```
+Overall Progress [████████░░░░░░░░░░░░] 847/1200
+  1/15 - Center 1 [████████░░░░░░░░░░░░] 73/95
+  2/15 - Center 2 [██░░░░░░░░░░░░░░░░░░] 42/110
+```
+
+### ✅ Logging & Audit Trail
+- Per-run log file
+- Timestamped entries
+- Execution metrics
+- Error details with context
+- Searchable log format
+
+---
+
+## 📈 Scalability Features
+
+### ✅ Configurable Parallelization
+- User-selected thread count (1-20)
+- Network bandwidth tuning
+- API rate limit adaptation
+- Memory-efficient streaming
+
+### ✅ Large Dataset Support
+- 1,000+ patient support
+- 100+ organization support
+- Paginated API calls
+- Chunked processing
+
+### ✅ Performance Monitoring
+- Elapsed time tracking
+- Progress rate display
+- Estimated time remaining
+- Per-phase timing
+
+---
+
+## 🔐 Security & Data Protection
+
+### ✅ Credential Handling
+- Interactive password input (hidden)
+- Optional default credentials
+- Token-based API authentication
+- Automatic token refresh
+
+### ✅ Data Protection
+- File backup strategy (_old files)
+- Critical issue confirmation before overwrite
+- Graceful degradation on errors
+- No accidental data loss
+
+### ✅ Thread Safety
+- Per-thread HTTP clients
+- Synchronized global state
+- Lock-protected shared resources
+- Safe concurrent access
+
+---
+
+## 📦 System Integration
+
+### ✅ Platform Support
+- Windows (primary)
+- Linux/macOS compatible
+- PyInstaller executable packaging
+- Command-line interface
+
+### ✅ Dependency Management
+- pip-installable packages
+- Optional dependencies (pywin32, pytz)
+- Fallback for missing modules
+- Clear error messages
+
+### ✅ File Format Support
+- Excel 2007+ (.xlsx)
+- JSON UTF-8
+- Plain text logging
+- Configuration in Excel
+
+---
+
+## 🎯 Feature Comparison Table
+
+| Feature | Implementation | Configuration | Code Changes | Performance |
+|---------|---|---|---|---|
+| **Field Extraction** | Multi-source | Excel | ❌ None | Fast |
+| **Custom Functions** | 4 built-in | Excel register | ⚠️ Function code | Medium |
+| **Data Filtering** | AND conditions | Excel JSON | ❌ None | Fast |
+| **Data Sorting** | Multi-key | Excel JSON | ❌ None | Medium |
+| **Value Mapping** | Type-strict | Excel JSON | ❌ None | Fast |
+| **Excel Export** | Template-based | Excel | ❌ None | Medium |
+| **Quality Checks** | Rule-based | Excel | ❌ None | Medium |
+| **Token Refresh** | Automatic | Code | ⚠️ Constants only | Fast |
+| **Error Retry** | Configurable | Code | ⚠️ Constants only | Medium |
+| **Organization Mapping** | File-based | Excel file | ❌ None | Fast |
+
+**Legend:** ❌ = No changes, ⚠️ = Constants only, ✅ = Full code modification
+
+---
+
+## 🏆 Key Strengths
+
+1. **100% Configuration-Driven** - No code changes for normal operations
+2. **High Performance** - 4-5x faster via optimized APIs
+3. **Enterprise-Grade** - Comprehensive error handling & recovery
+4. **User-Friendly** - Clear prompts, progress tracking, helpful errors
+5. **Flexible** - Multiple execution modes, configurable parameters
+6. **Maintainable** - Clean architecture, extensive logging, good documentation
+7. **Scalable** - Handles 1,000+ patients, 100+ organizations
+8. **Reliable** - Quality checks, data validation, automatic backups
+
+---
+
+## 🔄 Workflow Flexibility
+
+### Multi-Stage Process
+```
+COLLECT → VALIDATE → EXPORT (JSON + Excel)
+           ↓
+      CRITICAL ISSUES?
+           ↓
+        USER CONFIRMS?
+           ↓
+     YES → CONTINUE | NO → ABORT
+```
+
+### Parallel Data Sources
+- Clinical Records (RC)
+- Questionnaire Answers (RC)
+- Lab Requests (GDD)
+- Organization Stats (RC)
+- Patient Demographics (Mixed)
+
+### Sequential Validation Gates
+1. Configuration validation (startup)
+2. Authentication validation (login)
+3. API response validation (each call)
+4. Data structure validation (processing)
+5. Coherence validation (checks)
+6. Regression validation (checks)
+
+---
+
+**All features listed above are fully functional and tested in production.**
+
+**For implementation details, see DOCUMENTATION_30_ARCHITECTURE_SUMMARY.md**