[Lethabarb]

What this adds

The provider's five daily Word support-note documents are what Grow2Notes is based on. This PR makes the downloaded
daily report, and the note form behind it, match them (T44, decision D104, owner's answers of 10 November 2026).

• Report in Word and PDF. Title SUPPORT NOTES (with – WEEK A or – WEEK B), DATE: and STAFF: rows, a
  Participants index with start pages, each participant on a new page under NAME: in capitals, in first-name order.
  Goals sit under Short term goals and Medium or Long term goal, each group under its own name (unpicked groups as
  empty boxes, report only), then Daily Support Notes and Note written by:. The past-day, edited, flag and review
  lines stay. File name is <Weekday> dd.mm.yyyy.docx or .pdf. One ReportStyle feeds both files (T39).
• Attendance. Three independent ticks (Not In, Late Notice, Sick), autosaved and versioned, printed under NAME and
  shown on the read view, version page and record export. An absent participant still gets a note.
• Goal terms. A bool per goal, set in the goal editor, snapshotted with the wording; existing goals are Short term.
• Medication line. A manager switches it on per participant; notes started afterwards get an optional free-text box.
• Text for "Other" items. A manager marks an item as needing details; a Details box shows when it is ticked and is
  required to submit.
• Week A / Week B chosen on the Report screen, kept only in the report.downloaded audit details.
• MCP. The seven admin tools are extended in place (still 28 tools); the assistant never sees note content.
• Not chosen: frequency levels, a "Note checked by" line, co-authors, handover.

One expand-only migration, AddWordTemplateParity (defaulted columns and two check constraints), is in the diff for
review. No route, table, error code or audit event type is added. Old notes, versions and reports read as no ticks,
Short term goals, no Medication row and no details.

Stories absorbed

S01.02.09, S01.02.10, S01.03.09, S02.02.09, S02.02.10, S02.02.11, S02.02.12, S02.05.05, S04.01.07, S04.01.08,
S04.01.09, S04.02.06 and S07.03.09; dated Notes amend S04.01.01 to S04.01.05, S04.02.01, S04.02.03, S02.05.01 to
S02.05.04, S01.02.03, S01.02.05, S01.02.06 and S01.03.02. Also done: T04 (ops/word-template-setup.md), T22 to T26,
T37, T38, T39 and T40.

Verticals (each reviewed, merged into the feature branch)

• feat(notes): T44 v1 Data, note rules, set-up API and MCP for the new fields (server foundation) #242 v1: data, note rules, set-up API and MCP
• feat(notes): T44 v2 Word-layout daily report, record export body, file name, week, styles and report tests (T22, T23, T24, T39) #243 v2: Word-layout report, record export body, file name, week, styles, report tests
• feat(notes): T44 v3 SPA: note form, read view, set-up controls, Report screen week choice, copy, UX docs and the T40 headings test #244 v3: SPA, UX docs, T40 headings test
• feat(notes): T44 v4 Decision, assumed defaults, backlog close-out, coverage, Word-template set-up list and by-hand checks (merges last) #245 v4: decision, assumed defaults, backlog close-out, coverage, set-up list, by-hand checks

Tests

CI runs them (none were run locally). Added or extended: ListsVersion, note draft and version endpoints, goal, item
and participant set-up, MCP tool tests, ReportLayout, Word and PDF report tests, DailyReportFullDayTests (17
participants), NoteToReportTests, PastRecordsTests, NoteHeadingWordsTests, ReportDatesTests, Vitest specs and
word-template.spec.ts. Locally: dotnet build Grow2Notes.slnx -warnaserror and the SPA build, typecheck and lint
pass. By-hand checks are first-use steps 223 to 229 in ops/first-use-in-test.md.

Decisions

D104 records the answers (amends D47 for the daily report only, and D9; D13, D14, D20 and D25 stand). A145 to A149 are
the owner's assumed defaults, and A150 to A163 are the developer's choices, in design.md section 13; the owner may
overturn any of them.

Labels taken from the owner's summary

SUPPORT NOTES, DATE:, STAFF:, NAME:, Not In, Late Notice, Sick, Short term goals, Medium or Long term goal,
Medication, Daily Support Notes, Note written by:. They live in one place (NoteWords and ReportLayout).
ops/word-template-setup.md marks each item not quoted word for word as "Wording to confirm against the Word
template".

Merge notes

Open PRs #235 and #241 claim only D103, so D104, A145 to A163, steps 223 to 229 and the migration slot are free. #241
touches Limits.cs, limits.ts, EndpointMatrix and design.md sections 6 and 12, so expect text conflicts; append ours
after theirs.

🤖 Generated with Claude Code