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feat: AI-added records save with placeholders + "Added by AI" provenance
Stop blocking AI imports/proposals on missing non-critical fields. Records the chat agent drafts now save with safe placeholders, auto-generated file numbers, and a source="ai" marker that surfaces an "Added by AI" badge so a clinician can review/edit them later. Backend: - add `source` (manual|ai) column to patients/appointments/prescriptions (migration 0014) + canonical types, services, validation schemas - relax patient/appointment validation: empty file number allowed, demographic + type/provider/initials fall back to placeholders (initials derived from name) - patients.generateFileNumber() auto-assigns an MRN when one is missing - proposeAppointment accepts a name when no file number resolves; AI commits + /api/ai/import stamp source="ai" Frontend: - `source` on Appointment/Patient/Prescription types; AI commits send source="ai" - reusable <AiBadge> shown on the Patients table/detail and prescriptions list Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
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@@ -248,28 +248,41 @@ export function createChatTools(ctx: ToolContext) {
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proposeAppointment: tool({
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description:
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"Propose a new appointment for the clinician to approve. Does NOT save — it shows an approval card; the clinician confirms before anything is written. Provide the patient's file number (MRN); name/initials are filled from the record.",
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"Propose a new appointment for the clinician to approve. Does NOT save — it shows an approval card; the clinician confirms before anything is written. Prefer the patient's file number (MRN), which fills name/initials from the record. If the file number is unknown (e.g. parsing a schedule export), pass the patient's name instead; type/provider may be omitted and will be filled with placeholders for the clinician to edit.",
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inputSchema: z.object({
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fileNumber: z.string().describe("Patient file number / MRN (may be a token)"),
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fileNumber: z
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.string()
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.optional()
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.describe("Patient file number / MRN (may be a token); omit if unknown"),
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name: z
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.string()
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.optional()
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.describe("Patient name — use when no file number is known"),
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date: z.string().describe("Appointment date, YYYY-MM-DD"),
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time: z.string().describe("Appointment time, HH:mm (24h)"),
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type: z.string().describe("Visit type, e.g. Follow-up, Consultation"),
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provider: z.string().describe("Provider/clinician name"),
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type: z
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.string()
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.optional()
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.describe("Visit type, e.g. Follow-up, Consultation"),
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provider: z.string().optional().describe("Provider/clinician name"),
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}),
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execute: async ({ fileNumber, date, time, type, provider }) => {
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step(`Drafting appointment for patient ${fileNumber}`);
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const patient = await resolvePatient(fileNumber);
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if (!patient) {
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execute: async ({ fileNumber, name, date, time, type, provider }) => {
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step(`Drafting appointment for ${fileNumber ?? name ?? "patient"}`);
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const patient = fileNumber ? await resolvePatient(fileNumber) : null;
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// A name (resolved or supplied) is the minimum needed to draft a row.
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const resolvedName = patient?.name ?? (name ? veil.rehydrate(name) : undefined);
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if (!resolvedName) {
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return { ok: false as const, reason: "patient_not_found" as const };
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}
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const candidate = {
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fileNumber: patient.fileNumber,
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name: patient.name,
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initials: patient.initials,
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fileNumber: patient?.fileNumber ?? "",
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name: resolvedName,
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initials: patient?.initials ?? "",
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date,
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time,
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type,
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provider,
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type: type ?? "",
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provider: provider ?? "",
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source: "ai" as const,
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};
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const parsed = appointmentInputSchema.safeParse(candidate);
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const issues = parsed.success
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@@ -369,6 +382,7 @@ export function createChatTools(ctx: ToolContext) {
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frequency,
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duration: duration ?? null,
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notes: notes ?? null,
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source: "ai" as const,
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};
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const parsed = prescriptionInputSchema.safeParse(candidate);
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const issues = parsed.success
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