frontend: make AI proposal cards editable and de-densify them

The single proposal card crammed every proposed record into comma-joined
summary lines — an inventory import became an unreadable wall of text.
Render inventory/invoice records as a compact scrollable item list, and
add an Edit button (single card + per-row in the batch review) that opens
a per-kind edit dialog so the clinician can adjust the data — whole record
or individual items — before it is committed.

New RecordEditDialog is schema-driven (EDIT_SCHEMAS) per action kind,
including add/remove rows for invoice line items and inventory items.

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

frontend/components/chat/action-preview-card.tsx

@@ -6,6 +6,7 @@ import {
   CalendarPlus,
   Check,
   ClipboardList,
+  Pencil,
   Pill,
   Receipt,
   X,
@@ -13,9 +14,10 @@ import {
 import { useState } from "react";
 import { useTranslation } from "react-i18next";
 
+import { RecordEditDialog } from "@/components/chat/record-edit-dialog";
 import { Button } from "@/components/ui/button";
 import { Card } from "@/components/ui/card";
-import type { ActionPreviewData } from "@/lib/ai-chat";
+import type { ActionPreviewData, ActionPreviewKind } from "@/lib/ai-chat";
 import { type AppointmentInput, createAppointment } from "@/lib/appointments";
 import {
   createInvoice,
@@ -110,20 +112,123 @@ export async function commitAction(data: ActionPreviewData): Promise<void> {
   }
 }
 
+// A structured, de-densified view of a proposed record. Inventory and invoice
+// records carry an item array — rendered as a compact scrollable list (one row
+// per item) rather than a single comma-joined wall of text; everything else
+// uses the per-kind summary lines.
+export function RecordSummary({
+  kind,
+  record,
+}: {
+  kind: ActionPreviewKind;
+  record: Record<string, unknown>;
+}) {
+  const { t } = useTranslation();
+
+  if (kind === "inventory") {
+    const items = (record.items as InventoryInput[] | undefined) ?? [];
+    return (
+      <div className="flex flex-col gap-2">
+        <p className="text-muted-foreground text-xs">
+          {t("chat.actionCard.itemCount", { count: items.length })}
+        </p>
+        <ul className="max-h-48 divide-y divide-border overflow-y-auto rounded-lg border bg-card/30">
+          {items.map((it, i) => (
+            <li
+              className="flex items-center gap-2 px-3 py-1.5 text-sm"
+              key={`${it.name}-${i}`}
+            >
+              <span className="min-w-0 flex-1 truncate text-foreground">
+                {it.name}
+                {it.strength ? (
+                  <span className="text-muted-foreground"> · {it.strength}</span>
+                ) : null}
+              </span>
+              {it.stockQuantity != null ? (
+                <span className="shrink-0 tabular-nums text-muted-foreground">
+                  ×{it.stockQuantity}
+                </span>
+              ) : null}
+            </li>
+          ))}
+        </ul>
+      </div>
+    );
+  }
+
+  if (kind === "invoice") {
+    const items = (record.lineItems as InvoiceLineItem[] | undefined) ?? [];
+    const total = items.reduce((s, li) => s + li.quantity * li.unitPrice, 0);
+    return (
+      <div className="flex flex-col gap-2">
+        {record.name ? (
+          <p className="font-medium text-foreground text-sm">
+            {String(record.name)}
+          </p>
+        ) : null}
+        <ul className="max-h-48 divide-y divide-border overflow-y-auto rounded-lg border bg-card/30">
+          {items.map((li, i) => (
+            <li
+              className="flex items-center gap-2 px-3 py-1.5 text-sm"
+              key={`${li.description}-${i}`}
+            >
+              <span className="min-w-0 flex-1 truncate text-foreground">
+                {li.description}
+                <span className="text-muted-foreground"> ×{li.quantity}</span>
+              </span>
+              <span className="shrink-0 tabular-nums text-muted-foreground">
+                {formatMoney(li.quantity * li.unitPrice)}
+              </span>
+            </li>
+          ))}
+        </ul>
+        <p className="flex items-center justify-between text-sm">
+          <span className="text-muted-foreground">
+            {t("chat.actionCard.total")}
+          </span>
+          <span className="font-medium tabular-nums text-foreground">
+            {formatMoney(total)}
+          </span>
+        </p>
+      </div>
+    );
+  }
+
+  const lines = summarize({ kind, record } as ActionPreviewData);
+  return (
+    <div className="space-y-0.5 text-sm">
+      {lines.map((line, i) => (
+        <p
+          className={
+            i === 0 ? "font-medium text-foreground" : "text-muted-foreground"
+          }
+          key={line + i}
+        >
+          {line}
+        </p>
+      ))}
+    </div>
+  );
+}
+
 // The human approval gate for an agent-proposed add. The agent drafts the record
-// (dry run, nothing written); the clinician reviews it here and must approve
+// (dry run, nothing written); the clinician reviews it here, may edit it, and
-// before it is committed via the matching RBAC-gated create endpoint.
+// must approve before it is committed via the matching RBAC-gated create endpoint.
 export function ActionPreviewCard({ data }: { data: ActionPreviewData }) {
   const { t } = useTranslation();
   const [status, setStatus] = useState<Status>("pending");
+  // Editable working copy of the proposed record (edits commit, not the draft).
+  const [record, setRecord] = useState<Record<string, unknown>>(
+    data.record as Record<string, unknown>,
+  );
+  const [editOpen, setEditOpen] = useState(false);
   const Icon = ICONS[data.kind];
   const hasIssues = (data.issues?.length ?? 0) > 0;
-  const lines = summarize(data);
 
   const approve = async () => {
     setStatus("committing");
     try {
-      await commitAction(data);
+      await commitAction({ ...data, record });
       setStatus("done");
       notify.success(
         t("chat.actionCard.addedTitle"),
@@ -138,6 +243,8 @@ export function ActionPreviewCard({ data }: { data: ActionPreviewData }) {
     }
   };
 
+  const editable = status === "pending";
+
   return (
     <Card className="w-full gap-3 p-4">
       <div className="flex items-center gap-2">
@@ -145,18 +252,20 @@ export function ActionPreviewCard({ data }: { data: ActionPreviewData }) {
         <span className="font-medium text-sm">
           {t(`chat.actionCard.title.${data.kind}`)}
         </span>
+        {editable ? (
+          <Button
+            className="ml-auto"
+            onClick={() => setEditOpen(true)}
+            size="sm"
+            variant="ghost"
+          >
+            <Pencil className="size-3.5" />
+            {t("chat.actionCard.editButton")}
+          </Button>
+        ) : null}
       </div>
 
-      <div className="space-y-0.5 text-sm">
+      <RecordSummary kind={data.kind} record={record} />
-        {lines.map((line, i) => (
-          <p
-            className={i === 0 ? "font-medium text-foreground" : "text-muted-foreground"}
-            key={line + i}
-          >
-            {line}
-          </p>
-        ))}
-      </div>
 
       {hasIssues ? (
         <ul className="space-y-1 rounded-lg bg-muted/50 p-3 text-muted-foreground text-xs">
@@ -200,6 +309,14 @@ export function ActionPreviewCard({ data }: { data: ActionPreviewData }) {
           </Button>
         </div>
       )}
+
+      <RecordEditDialog
+        kind={data.kind}
+        onOpenChange={setEditOpen}
+        onSave={setRecord}
+        open={editOpen}
+        record={record}
+      />
     </Card>
   );
 }

frontend/components/chat/batch-action-preview-card.tsx

@@ -1,6 +1,6 @@
 "use client";
 
-import { AlertTriangle, Check, Sparkles, X } from "lucide-react";
+import { AlertTriangle, Check, Pencil, Sparkles, X } from "lucide-react";
 import { useMemo, useState } from "react";
 import { useTranslation } from "react-i18next";
 
@@ -9,6 +9,7 @@ import {
   commitAction,
   summarize,
 } from "@/components/chat/action-preview-card";
+import { RecordEditDialog } from "@/components/chat/record-edit-dialog";
 import { Badge } from "@/components/ui/badge";
 import { Button } from "@/components/ui/button";
 import { Card } from "@/components/ui/card";
@@ -39,6 +40,16 @@ export function BatchActionPreviewCard({ items }: { items: ActionPreviewData[] }
   const [result, setResult] = useState<{ added: number; failed: number } | null>(
     null,
   );
+  // Per-row edits, keyed by token. The committed record is the edit if present,
+  // otherwise the agent's original proposal.
+  const [edits, setEdits] = useState<Record<string, Record<string, unknown>>>(
+    {},
+  );
+  // The row currently open in the edit dialog.
+  const [editing, setEditing] = useState<ActionPreviewData | null>(null);
+
+  const recordFor = (it: ActionPreviewData) =>
+    edits[it.token] ?? (it.record as Record<string, unknown>);
 
   const kept = useMemo(
     () => items.filter((it) => !removed.has(it.token)),
@@ -54,7 +65,7 @@ export function BatchActionPreviewCard({ items }: { items: ActionPreviewData[] }
     // Sequential so server-side patient de-dup (by name) sees prior creates.
     for (const it of kept) {
       try {
-        await commitAction(it);
+        await commitAction({ ...it, record: recordFor(it) });
         added += 1;
       } catch {
         failed += 1;
@@ -137,10 +148,11 @@ export function BatchActionPreviewCard({ items }: { items: ActionPreviewData[] }
               </p>
             ) : (
               kept.map((it) => {
-                const lines = summarize(it);
+                const record = recordFor(it);
-                const record = it.record as Record<string, unknown>;
+                const lines = summarize({ ...it, record });
                 const newPatient =
                   it.kind === "appointment" && !record.fileNumber;
+                const edited = it.token in edits;
                 return (
                   <div
                     className="flex items-start gap-2 rounded-xl border bg-card/30 p-3"
@@ -159,6 +171,12 @@ export function BatchActionPreviewCard({ items }: { items: ActionPreviewData[] }
                           {line}
                         </span>
                       ))}
+                      {edited ? (
+                        <span className="mt-1 inline-flex items-center gap-1 text-[11px] text-muted-foreground">
+                          <Pencil className="size-3" />
+                          {t("chat.actionCard.batch.edited")}
+                        </span>
+                      ) : null}
                       {newPatient ? (
                         <span className="mt-1 inline-flex items-center gap-1 text-[11px] text-muted-foreground">
                           <Sparkles className="size-3" />
@@ -172,6 +190,15 @@ export function BatchActionPreviewCard({ items }: { items: ActionPreviewData[] }
                         </span>
                       ) : null}
                     </div>
+                    <Button
+                      aria-label={t("chat.actionCard.editButton")}
+                      className="shrink-0"
+                      onClick={() => setEditing({ ...it, record })}
+                      size="icon"
+                      variant="ghost"
+                    >
+                      <Pencil className="size-4" />
+                    </Button>
                     <Button
                       aria-label={t("chat.actionCard.batch.remove")}
                       className="shrink-0"
@@ -205,6 +232,20 @@ export function BatchActionPreviewCard({ items }: { items: ActionPreviewData[] }
           </DialogFooter>
         </DialogPopup>
       </Dialog>
+
+      {editing ? (
+        <RecordEditDialog
+          kind={editing.kind}
+          onOpenChange={(o) => {
+            if (!o) setEditing(null);
+          }}
+          onSave={(record) =>
+            setEdits((prev) => ({ ...prev, [editing.token]: record }))
+          }
+          open={editing !== null}
+          record={editing.record as Record<string, unknown>}
+        />
+      ) : null}
     </Card>
   );
 }

frontend/components/chat/record-edit-dialog.tsx

@@ -0,0 +1,295 @@
+"use client";
+
+// Lets a clinician edit an AI-proposed record before it is committed. Driven by
+// a small per-kind schema (EDIT_SCHEMAS) so every action kind — appointment,
+// task, prescription, invoice, inventory — gets the right fields, including
+// array fields (invoice line items, inventory items) edited as add/remove rows.
+
+import { Plus, X } from "lucide-react";
+import { type ReactNode, useEffect, useState } from "react";
+import { useTranslation } from "react-i18next";
+
+import { Button } from "@/components/ui/button";
+import {
+  Dialog,
+  DialogClose,
+  DialogFooter,
+  DialogHeader,
+  DialogPanel,
+  DialogPopup,
+  DialogTitle,
+} from "@/components/ui/dialog";
+import { Input } from "@/components/ui/input";
+import type { ActionPreviewKind } from "@/lib/ai-chat";
+import { cn } from "@/lib/utils";
+
+type FieldType = "text" | "number" | "select";
+
+type FieldDef = {
+  key: string;
+  labelKey: string;
+  type?: FieldType;
+  // For select fields: option values + an i18n key prefix resolved as `${prefix}.${value}`.
+  options?: { value: string; labelPrefix: string }[];
+};
+
+type ListDef = {
+  key: string;
+  labelKey: string;
+  itemFields: FieldDef[];
+  blank: Record<string, unknown>;
+};
+
+type KindSchema = { fields: FieldDef[]; list?: ListDef };
+
+const controlClass =
+  "h-9 w-full rounded-3xl border border-transparent bg-input/50 px-3 text-sm text-foreground outline-none transition-[color,box-shadow] focus-visible:border-ring focus-visible:ring-3 focus-visible:ring-ring/30";
+
+const PRIORITY_OPTIONS = [
+  { value: "high", labelPrefix: "tasks.priority" },
+  { value: "medium", labelPrefix: "tasks.priority" },
+  { value: "low", labelPrefix: "tasks.priority" },
+];
+
+export const EDIT_SCHEMAS: Record<ActionPreviewKind, KindSchema> = {
+  appointment: {
+    fields: [
+      { key: "name", labelKey: "chat.actionCard.fields.name" },
+      { key: "date", labelKey: "chat.actionCard.fields.date" },
+      { key: "time", labelKey: "chat.actionCard.fields.time" },
+      { key: "type", labelKey: "chat.actionCard.fields.type" },
+      { key: "provider", labelKey: "chat.actionCard.fields.provider" },
+    ],
+  },
+  task: {
+    fields: [
+      { key: "title", labelKey: "chat.actionCard.fields.title" },
+      { key: "assignee", labelKey: "chat.actionCard.fields.assignee" },
+      { key: "due", labelKey: "chat.actionCard.fields.due" },
+      {
+        key: "priority",
+        labelKey: "chat.actionCard.fields.priority",
+        type: "select",
+        options: PRIORITY_OPTIONS,
+      },
+      { key: "patient", labelKey: "chat.actionCard.fields.patient" },
+    ],
+  },
+  prescription: {
+    fields: [
+      { key: "medication", labelKey: "chat.actionCard.fields.medication" },
+      { key: "dose", labelKey: "chat.actionCard.fields.dose" },
+      { key: "frequency", labelKey: "chat.actionCard.fields.frequency" },
+      { key: "duration", labelKey: "chat.actionCard.fields.duration" },
+      { key: "name", labelKey: "chat.actionCard.fields.name" },
+    ],
+  },
+  invoice: {
+    fields: [{ key: "name", labelKey: "chat.actionCard.fields.name" }],
+    list: {
+      key: "lineItems",
+      labelKey: "chat.actionCard.fields.lineItems",
+      itemFields: [
+        { key: "description", labelKey: "chat.actionCard.fields.description" },
+        {
+          key: "quantity",
+          labelKey: "chat.actionCard.fields.quantity",
+          type: "number",
+        },
+        {
+          key: "unitPrice",
+          labelKey: "chat.actionCard.fields.unitPrice",
+          type: "number",
+        },
+      ],
+      blank: { description: "", quantity: 1, unitPrice: 0 },
+    },
+  },
+  inventory: {
+    fields: [],
+    list: {
+      key: "items",
+      labelKey: "chat.actionCard.fields.items",
+      itemFields: [
+        { key: "name", labelKey: "chat.actionCard.fields.itemName" },
+        { key: "strength", labelKey: "chat.actionCard.fields.strength" },
+        {
+          key: "stockQuantity",
+          labelKey: "chat.actionCard.fields.stockQuantity",
+          type: "number",
+        },
+      ],
+      blank: { name: "", strength: "", stockQuantity: 0 },
+    },
+  },
+};
+
+type Rec = Record<string, unknown>;
+
+function FieldInput({
+  field,
+  value,
+  onChange,
+}: {
+  field: FieldDef;
+  value: unknown;
+  onChange: (value: unknown) => void;
+}) {
+  const { t } = useTranslation();
+  if (field.type === "select" && field.options) {
+    return (
+      <select
+        aria-label={t(field.labelKey)}
+        className={controlClass}
+        onChange={(e) => onChange(e.target.value)}
+        value={String(value ?? "")}
+      >
+        {field.options.map((o) => (
+          <option key={o.value} value={o.value}>
+            {t(`${o.labelPrefix}.${o.value}`)}
+          </option>
+        ))}
+      </select>
+    );
+  }
+  return (
+    <Input
+      aria-label={t(field.labelKey)}
+      inputMode={field.type === "number" ? "numeric" : undefined}
+      onChange={(e) =>
+        onChange(
+          field.type === "number"
+            ? e.target.value === ""
+              ? ""
+              : Number(e.target.value)
+            : e.target.value,
+        )
+      }
+      value={value === null || value === undefined ? "" : String(value)}
+    />
+  );
+}
+
+function Labelled({ label, children }: { label: string; children: ReactNode }) {
+  return (
+    <label className="flex flex-col gap-1.5">
+      <span className="text-muted-foreground text-xs">{label}</span>
+      {children}
+    </label>
+  );
+}
+
+export function RecordEditDialog({
+  kind,
+  record,
+  open,
+  onOpenChange,
+  onSave,
+}: {
+  kind: ActionPreviewKind;
+  record: Rec;
+  open: boolean;
+  onOpenChange: (open: boolean) => void;
+  onSave: (record: Rec) => void;
+}) {
+  const { t } = useTranslation();
+  const schema = EDIT_SCHEMAS[kind];
+  const [draft, setDraft] = useState<Rec>(record);
+
+  // Re-seed the draft whenever a fresh record is opened for editing.
+  useEffect(() => {
+    if (open) setDraft(record);
+  }, [open, record]);
+
+  const setField = (key: string, value: unknown) =>
+    setDraft((d) => ({ ...d, [key]: value }));
+
+  const list = schema.list;
+  const listRows = (list ? (draft[list.key] as Rec[] | undefined) : undefined) ?? [];
+  const setRows = (rows: Rec[]) => list && setField(list.key, rows);
+
+  const save = () => {
+    onSave(draft);
+    onOpenChange(false);
+  };
+
+  return (
+    <Dialog onOpenChange={onOpenChange} open={open}>
+      <DialogPopup className="max-h-[85dvh] sm:max-w-lg">
+        <DialogHeader>
+          <DialogTitle>{t("chat.actionCard.edit.title")}</DialogTitle>
+        </DialogHeader>
+
+        <DialogPanel className="no-scrollbar flex min-h-0 flex-1 flex-col gap-4 overflow-y-auto">
+          {schema.fields.map((field) => (
+            <Labelled key={field.key} label={t(field.labelKey)}>
+              <FieldInput
+                field={field}
+                onChange={(v) => setField(field.key, v)}
+                value={draft[field.key]}
+              />
+            </Labelled>
+          ))}
+
+          {list && (
+            <div className="flex flex-col gap-2">
+              <div className="flex items-center justify-between">
+                <span className="text-xs font-medium uppercase tracking-wide text-muted-foreground">
+                  {t(list.labelKey)}
+                </span>
+                <Button
+                  onClick={() => setRows([...listRows, { ...list.blank }])}
+                  size="sm"
+                  type="button"
+                  variant="ghost"
+                >
+                  <Plus className="size-4" />
+                  {t("chat.actionCard.edit.addRow")}
+                </Button>
+              </div>
+              {listRows.map((row, index) => (
+                <div className="flex items-center gap-2" key={index}>
+                  {list.itemFields.map((field) => (
+                    <FieldInput
+                      field={field}
+                      key={field.key}
+                      onChange={(v) =>
+                        setRows(
+                          listRows.map((r, i) =>
+                            i === index ? { ...r, [field.key]: v } : r,
+                          ),
+                        )
+                      }
+                      value={row[field.key]}
+                    />
+                  ))}
+                  <button
+                    aria-label={t("chat.actionCard.edit.removeRow")}
+                    className={cn(
+                      "shrink-0 text-muted-foreground transition-colors hover:text-foreground",
+                    )}
+                    onClick={() =>
+                      setRows(listRows.filter((_, i) => i !== index))
+                    }
+                    type="button"
+                  >
+                    <X className="size-4" />
+                  </button>
+                </div>
+              ))}
+            </div>
+          )}
+        </DialogPanel>
+
+        <DialogFooter>
+          <DialogClose render={<Button type="button" variant="outline" />}>
+            {t("chat.actionCard.edit.cancel")}
+          </DialogClose>
+          <Button onClick={save} type="button">
+            {t("chat.actionCard.edit.save")}
+          </Button>
+        </DialogFooter>
+      </DialogPopup>
+    </Dialog>
+  );
+}

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

@@ -970,6 +970,40 @@
         "inventory": "Inventory updated."
       },
       "inventoryItems": "{{count}} item(s)",
+      "itemCount": "{{count}} item(s)",
+      "total": "Total",
+      "editButton": "Edit",
+      "edit": {
+        "title": "Edit proposed record",
+        "save": "Save changes",
+        "cancel": "Cancel",
+        "addRow": "Add",
+        "removeRow": "Remove row"
+      },
+      "fields": {
+        "name": "Patient name",
+        "date": "Date",
+        "time": "Time",
+        "type": "Type",
+        "provider": "Provider",
+        "title": "Title",
+        "assignee": "Assignee",
+        "due": "Due",
+        "priority": "Priority",
+        "patient": "Patient",
+        "medication": "Medication",
+        "dose": "Dose",
+        "frequency": "Frequency",
+        "duration": "Duration",
+        "lineItems": "Line items",
+        "description": "Description",
+        "quantity": "Qty",
+        "unitPrice": "Unit price",
+        "items": "Items",
+        "itemName": "Name",
+        "strength": "Strength",
+        "stockQuantity": "Quantity"
+      },
       "approve": "Add",
       "adding": "Adding…",
       "discard": "Discard",
@@ -987,6 +1021,7 @@
         "adding": "Adding…",
         "discardAll": "Discard all",
         "newPatient": "New patient will be created",
+        "edited": "Edited",
         "remove": "Remove",
         "done": "Added {{added}} of {{total}}.",
         "failedCount": "{{count}} failed",