feat: clinic-wide AI (analytics/earnings/inventory + invoice-from-file),

real Live card, persistent chat history

Analytics & earnings:
- Analytics now carries real money computed from invoices (billed/paid/
  outstanding + by-month); new Earnings section on the Analysis page drawn with
  the project's Bklit chart components (shared EarningsChart).

AI agent reaches the whole clinic:
- new read tools getClinicInfo / getAnalytics / listInventory render clinic,
  analytics (with a Bklit earnings chart) and inventory cards in chat
- proposeInvoice turns an uploaded purchase/medication list into an invoice
  (new "invoice" action-preview kind → createInvoice); invoices/appointments
  auto-create/link a patient (ensurePatient) so they hit the Patients page

Live card:
- plots real data — patients checked in today — via GET /api/analytics/live
  (polled); value pill clamped and margins widened so nothing spills the card

Persistent AI chat history (Claude-style):
- ai_chat_threads + ai_chat_messages (migration 0016); per-user, org-scoped
  thread CRUD under /api/chat/threads
- chat panel owns a thread id, loads /?thread=<id>, and auto-saves after each
  exchange; sidebar lists past chats (open/delete), "New chat" starts fresh

Verified with backend typecheck + frontend tsc + next build.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

frontend/lib/ai-chat-history.ts

@@ -0,0 +1,44 @@
+import type { TemetroUIMessage } from "@/lib/ai-chat";
+import { apiFetch } from "@/lib/api-client";
+
+// Persisted AI-chat threads (Claude-style history). Threads are per-user within
+// the active clinic; the thread id is generated on the client.
+export type ThreadSummary = { id: string; title: string; updatedAt: string };
+
+type StoredMessage = { role: string; parts: unknown };
+
+export function listThreads(): Promise<ThreadSummary[]> {
+  return apiFetch<ThreadSummary[]>("/api/chat/threads");
+}
+
+export function getThread(
+  id: string,
+): Promise<{ id: string; title: string; messages: StoredMessage[] }> {
+  return apiFetch(`/api/chat/threads/${id}`);
+}
+
+export function saveThread(
+  id: string,
+  messages: TemetroUIMessage[],
+  title: string,
+): Promise<{ ok: boolean }> {
+  return apiFetch(`/api/chat/threads/${id}`, {
+    method: "PUT",
+    body: JSON.stringify({
+      messages: messages.map((m) => ({ role: m.role, parts: m.parts })),
+      title,
+    }),
+  });
+}
+
+export function deleteThread(id: string): Promise<void> {
+  return apiFetch<void>(`/api/chat/threads/${id}`, { method: "DELETE" });
+}
+
+// Fired after a thread is saved/deleted so the sidebar history can refresh.
+export const THREADS_CHANGED_EVENT = "temetro:threads-changed";
+export function notifyThreadsChanged() {
+  if (typeof window !== "undefined") {
+    window.dispatchEvent(new CustomEvent(THREADS_CHANGED_EVENT));
+  }
+}

frontend/lib/ai-chat.ts

@@ -1,6 +1,8 @@
 import type { UIMessage } from "ai";
 
+import type { Analytics } from "@/lib/analytics";
 import type { Appointment } from "@/lib/appointments";
+import type { InventoryItem } from "@/lib/inventory";
 import type { Lab, Patient, Trend } from "@/lib/patients";
 import type { Prescription } from "@/lib/prescriptions";
 import type { Task } from "@/lib/tasks";
@@ -39,10 +41,22 @@ export type StepData = {
 export type AppointmentListData = { appointments: Appointment[] };
 export type TaskListData = { tasks: Task[] };
 export type PrescriptionListData = { prescriptions: Prescription[] };
+export type InventoryListData = { items: InventoryItem[] };
+
+// Clinic-wide read cards.
+export type ClinicCardData = {
+  name: string;
+  slug: string | null;
+  createdAt: string | null;
+};
 
 // An add proposed by the agent, awaiting one-click clinician approval. `record`
 // is the validated, ready-to-commit input for the matching create endpoint.
-export type ActionPreviewKind = "appointment" | "task" | "prescription";
+export type ActionPreviewKind =
+  | "appointment"
+  | "task"
+  | "prescription"
+  | "invoice";
 export type ActionPreviewData = {
   token: string;
   kind: ActionPreviewKind;
@@ -61,6 +75,9 @@ export type TemetroDataParts = {
   appointmentList: AppointmentListData;
   taskList: TaskListData;
   prescriptionList: PrescriptionListData;
+  inventoryList: InventoryListData;
+  clinicCard: ClinicCardData;
+  analyticsCard: Analytics;
   actionPreview: ActionPreviewData;
 };
 

frontend/lib/analytics.ts

@@ -3,6 +3,7 @@ import { apiFetch } from "@/lib/api-client";
 // Server-computed clinic analytics. Mirrors the backend `src/types/analytics.ts`.
 // All figures are aggregates over the active clinic's real data.
 export type TrendPoint = { label: string; count: number };
+export type EarningsPoint = { label: string; billed: number; paid: number };
 
 export type Analytics = {
   patients: {
@@ -24,6 +25,12 @@ export type Analytics = {
     open: number;
     done: number;
   };
+  earnings: {
+    totalBilled: number;
+    totalPaid: number;
+    totalOutstanding: number;
+    byMonth: EarningsPoint[];
+  };
   trends: {
     patientsByMonth: TrendPoint[];
     appointmentsByWeekday: TrendPoint[];
@@ -33,3 +40,9 @@ export type Analytics = {
 export function getAnalytics(): Promise<Analytics> {
   return apiFetch<Analytics>("/api/analytics");
 }
+
+// Current "in the building now" count — checked-in appointments today. Polled by
+// the Analysis Live card.
+export function getLiveMetric(): Promise<{ value: number }> {
+  return apiFetch<{ value: number }>("/api/analytics/live");
+}

frontend/lib/i18n/locales/en/translation.json

@@ -646,6 +646,14 @@
       "newThisMonth": "New this month",
       "active": "Active patients"
     },
+    "earnings": {
+      "title": "Earnings",
+      "description": "Billed, paid and outstanding — from invoices",
+      "billed": "Total billed",
+      "paid": "Total paid",
+      "outstanding": "Outstanding",
+      "byMonth": "Billed vs paid, by month"
+    },
     "appointments": {
       "title": "Appointments & schedule",
       "description": "Bookings, attendance and what's coming up",
@@ -773,6 +781,12 @@
     "thinking": "Thinking…",
     "steps": "Steps",
     "reasoning": "Reasoning",
+    "history": {
+      "title": "Chats",
+      "untitled": "New chat",
+      "empty": "No saved chats yet.",
+      "delete": "Delete chat"
+    },
     "suggestions": {
       "schedule": "Show today's schedule",
       "tasks": "List open tasks",
@@ -795,12 +809,14 @@
       "title": {
         "appointment": "Proposed appointment",
         "task": "Proposed task",
-        "prescription": "Proposed prescription"
+        "prescription": "Proposed prescription",
+        "invoice": "Proposed invoice"
       },
       "kind": {
         "appointment": "Appointment added.",
         "task": "Task added.",
-        "prescription": "Prescription added."
+        "prescription": "Prescription added.",
+        "invoice": "Invoice added."
       },
       "approve": "Add",
       "adding": "Adding…",
@@ -832,7 +848,24 @@
       "done": "Done",
       "noAppointments": "No appointments.",
       "noTasks": "No tasks.",
-      "noPrescriptions": "No prescriptions."
+      "noPrescriptions": "No prescriptions.",
+      "inventory": "Inventory",
+      "noInventory": "No inventory items."
+    },
+    "clinicCard": {
+      "title": "Clinic",
+      "since": "Since {{date}}"
+    },
+    "analyticsCard": {
+      "title": "Clinic analytics",
+      "patients": "Patients",
+      "appointmentsThisWeek": "Appts this week",
+      "activePrescriptions": "Active Rx",
+      "openTasks": "Open tasks",
+      "billed": "Billed",
+      "paid": "Paid",
+      "outstanding": "Outstanding",
+      "byMonth": "Billed vs paid, by month"
     },
     "labCard": {
       "flags": {