fix(chat,analysis,sidebar): compact cards, sparse citations, range + active state

- Chat patient cards are now compact previews (header + key stat + "Click for
  more"); cards size to content (items-start) instead of stretching to the tallest;
  Edit record moved into the summary detail dialog
- AI citations render once per source per message (collapses per-word spam) and the
  prompt now asks the model to cite sparingly (once per paragraph, not per list item)
- Sidebar sub-items use exact-match active state so Meetings no longer lights Inbox
- Analysis defaults to All Time, drops the 12m option, and clamps the chart window
  to >=2 points so 30d/Today render instead of collapsing

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

backend/src/routes/chat.ts

@@ -165,11 +165,12 @@ function systemPrompt(
     "tool, so keep your prose a brief summary rather than re-listing every field.",
     "",
     "Citations: every retrieval tool result includes a `sourceId` (e.g. \"s1\").",
-    "When you state a fact drawn from a tool result, append an inline citation",
-    "marker immediately after that statement, in the exact form [[src:ID]] using",
-    "the matching sourceId — e.g. \"BP is well controlled [[src:s1]].\" Cite only",
-    "facts grounded in tool results, place the marker right after the relevant",
-    "sentence, and never invent or guess a sourceId.",
+    "Cite **sparingly** — add at most ONE marker per paragraph, on the single most",
+    "important record-derived claim, in the exact form [[src:ID]] using the matching",
+    "sourceId (e.g. \"BP is well controlled this quarter [[src:s1]].\"). Do NOT cite",
+    "every sentence, do NOT cite individual list items (e.g. each allergy or",
+    "medication), and never repeat the same source more than once. Cite only facts",
+    "grounded in tool results, and never invent or guess a sourceId.",
     veilActive
       ? `Privacy: this conversation runs on an external provider (${providerLabel}). Patient identifiers are de-identified as tokens like [PATIENT_1] / [MRN_1]; refer to patients generically ("this patient") rather than repeating tokens.`
       : "",

frontend/components/analysis/analysis-view.tsx

@@ -28,18 +28,21 @@ import { cn } from "@/lib/utils";
 // Time-range filter for the Overview header. Month-based series are sliced to
 // the trailing window; sub-month ranges (30d/today) fall back to the latest
 // point since the backend has no finer-grained series yet.
-const RANGES = ["all", "12m", "3m", "30d", "today"] as const;
+const RANGES = ["all", "3m", "30d", "today"] as const;
 type Range = (typeof RANGES)[number];
 const RANGE_MONTHS: Record<Range, number | null> = {
   all: null,
-  "12m": 12,
   "3m": 3,
   "30d": 1,
   today: 1,
 };
+// Charts use monthly aggregates, so a sub-month window would collapse to a
+// single point (which an area chart can't draw). Keep at least two trailing
+// points so every range renders a valid mini-trend.
 function sliceMonths<T>(arr: T[], range: Range): T[] {
   const months = RANGE_MONTHS[range];
-  return months == null ? arr : arr.slice(-months);
+  if (months == null) return arr;
+  return arr.slice(-Math.max(months, 2));
 }
 
 // The Overview sections the Customize popover can show/hide.
@@ -128,7 +131,7 @@ export function AnalysisView() {
   const { t } = useTranslation();
   const [data, setData] = useState<Analytics | null>(null);
   const [appointments, setAppointments] = useState<Appointment[]>([]);
-  const [range, setRange] = useState<Range>("30d");
+  const [range, setRange] = useState<Range>("all");
   const [visible, setVisible] = useState<Record<SectionKey, boolean>>({
     visits: true,
     patients: true,

frontend/components/chat/message-citations.tsx

@@ -26,13 +26,18 @@ export function hasCitationMarkers(text: string): boolean {
 }
 
 // Rewrites [[src:id]] → [n](#cite-id) for known sources; strips unknown markers.
+// Each source is cited at most once (its first occurrence) so an over-eager model
+// that tags every word with the same source collapses to a single chip.
 function withCitationLinks(
   text: string,
   numberById: Map<string, number>,
 ): string {
+  const seen = new Set<string>();
   return text.replace(CITATION_RE, (_match, id: string) => {
     const num = numberById.get(id);
-    return num ? `[${num}](${CITE_HREF_PREFIX}${id})` : "";
+    if (!num || seen.has(id)) return "";
+    seen.add(id);
+    return `[${num}](${CITE_HREF_PREFIX}${id})`;
   });
 }
 

frontend/components/chat/patient-cards.tsx

@@ -1,6 +1,6 @@
 "use client";
 
-import { Pencil } from "lucide-react";
+import { ArrowRight, Pencil } from "lucide-react";
 import { type ReactNode, useState } from "react";
 import { useTranslation } from "react-i18next";
 
@@ -61,9 +61,10 @@ const statusVariant: Record<Patient["status"], BadgeVariant> = {
 };
 
 // Fixed width so the cards sit in a horizontal scroll row instead of squashing,
-// plus a subtle clickable affordance (they open a detail dialog).
+// plus a subtle clickable affordance (they open a detail dialog). Compact cards
+// size to their own (short) content — see `items-start` in PatientResult.
 const rowCard =
-  "w-80 shrink-0 cursor-pointer text-left outline-none transition hover:ring-foreground/20 focus-visible:ring-2 focus-visible:ring-ring";
+  "w-72 shrink-0 cursor-pointer gap-0 text-left outline-none transition hover:bg-accent/30 hover:ring-foreground/20 focus-visible:ring-2 focus-visible:ring-ring";
 
 // COSS Card has no `size` variant; recreate the old compact ("sm") density by
 // tightening the inner section padding from p-6 → p-4 via data-slot selectors.
@@ -100,30 +101,6 @@ function Empty({ children }: { children: ReactNode }) {
   return <p className="text-muted-foreground">{children}</p>;
 }
 
-function TrendBlock({ trend }: { trend: Trend }) {
-  const { t } = useTranslation();
-  if (trend.points.length === 0) {
-    return <Empty>{t("patientCard.trend.empty")}</Empty>;
-  }
-  return (
-    <div className="flex flex-col gap-1.5">
-      <div className="flex items-baseline justify-between gap-2">
-        <SectionLabel>
-          {t("patientCard.trend.last", {
-            label: trend.label,
-            count: trend.points.length,
-          })}
-        </SectionLabel>
-        <span className="text-foreground">
-          {trend.points.at(-1)}
-          <span className="text-muted-foreground"> {trend.unit}</span>
-        </span>
-      </div>
-      <Sparkline points={trend.points} unit={trend.unit} />
-    </div>
-  );
-}
-
 function TrendDetail({ trend }: { trend: Trend }) {
   const { t } = useTranslation();
   if (trend.points.length === 0) {
@@ -177,7 +154,8 @@ function AlertBadges({ alerts }: { alerts: string[] }) {
   );
 }
 
-// A card that previews `children` and opens a roomier dialog of `detail` on click.
+// A compact card that previews `children` and opens a roomier dialog of `detail`
+// on click. A muted "Click for more" footer signals the card is expandable.
 function ExpandableCard({
   title,
   description,
@@ -189,6 +167,7 @@ function ExpandableCard({
   detail: ReactNode;
   children: ReactNode;
 }) {
+  const { t } = useTranslation();
   return (
     <Dialog>
       <DialogTrigger
@@ -196,6 +175,10 @@ function ExpandableCard({
         render={<Card className={cn(rowCard, compactCard)} />}
       >
         {children}
+        <div className="flex items-center gap-1 px-4 pt-2 pb-3 text-muted-foreground text-xs">
+          {t("patientCard.clickForMore")}
+          <ArrowRight className="size-3" />
+        </div>
       </DialogTrigger>
       <DialogPopup className="max-h-[80dvh] sm:max-w-lg">
         <DialogHeader>
@@ -243,6 +226,16 @@ function SummaryCard({
             />
           </div>
           <AlertBadges alerts={patient.alerts} />
+          {onEdit ? (
+            <button
+              className="flex items-center justify-center gap-1.5 rounded-2xl border border-border/60 py-2 font-medium text-muted-foreground text-sm transition-colors hover:bg-accent hover:text-foreground"
+              onClick={onEdit}
+              type="button"
+            >
+              <Pencil className="size-4" />
+              {t("patientCard.summary.editRecord")}
+            </button>
+          ) : null}
         </div>
       }
       title={patient.name}
@@ -259,34 +252,15 @@ function SummaryCard({
           <Badge variant={statusVariant[patient.status]}>{statusLabel}</Badge>
         </div>
       </CardHeader>
-      <CardContent className="flex flex-col gap-4">
-        <div className="grid grid-cols-2 gap-x-3 gap-y-3">
-          <Stat label={t("patientCard.summary.primaryCare")} value={patient.pcp} />
-          <Stat
-            label={t("patientCard.summary.lastSeen")}
-            value={patient.encounters[0]?.date ?? "—"}
-          />
-          <Stat
-            label={t("patientCard.summary.activeMeds")}
-            value={patient.medications.length}
-          />
-          <Stat
-            label={t("patientCard.summary.openProblems")}
-            value={patient.problems.length}
-          />
-        </div>
-        <AlertBadges alerts={patient.alerts} />
-        <button
-          className="mt-auto flex items-center justify-center gap-1.5 rounded-2xl border border-border/60 py-2 text-sm font-medium text-muted-foreground transition-colors hover:bg-accent hover:text-foreground"
-          onClick={(event) => {
-            event.stopPropagation();
-            onEdit?.();
-          }}
-          type="button"
-        >
-          <Pencil className="size-4" />
-          {t("patientCard.summary.editRecord")}
-        </button>
+      <CardContent className="grid grid-cols-2 gap-x-3 gap-y-2 pt-0">
+        <Stat
+          label={t("patientCard.summary.activeMeds")}
+          value={patient.medications.length}
+        />
+        <Stat
+          label={t("patientCard.summary.openProblems")}
+          value={patient.problems.length}
+        />
       </CardContent>
     </ExpandableCard>
   );
@@ -327,10 +301,9 @@ function VitalsCard({ patient }: { patient: Patient }) {
           {t("patientCard.vitals.taken", { at: vitals.takenAt })}
         </CardDescription>
       </CardHeader>
-      <CardContent className="flex flex-col gap-4">
-        {vitalsGrid("gap-y-3")}
-        <Separator />
-        <TrendBlock trend={patient.vitalsTrend} />
+      <CardContent className="grid grid-cols-2 gap-x-4 gap-y-2 pt-0">
+        <Stat label={t("patientCard.vitals.bp")} value={vitals.bp} />
+        <Stat label={t("patientCard.vitals.hr")} value={vitals.hr} />
       </CardContent>
     </ExpandableCard>
   );
@@ -387,25 +360,6 @@ function LabsCard({ patient }: { patient: Patient }) {
           {t("patientCard.labs.asOf", { at: patient.labs[0]?.takenAt ?? "—" })}
         </CardDescription>
       </CardHeader>
-      <CardContent className="flex flex-col gap-4">
-        {patient.labs.length === 0 ? (
-          <Empty>{t("patientCard.labs.empty")}</Empty>
-        ) : (
-          <>
-            <div className="flex flex-col gap-2">
-              {patient.labs.map((lab) => (
-                <Row
-                  key={lab.name}
-                  label={lab.name}
-                  value={<LabValue flag={lab.flag} value={lab.value} />}
-                />
-              ))}
-            </div>
-            <Separator />
-            <TrendBlock trend={patient.labTrend} />
-          </>
-        )}
-      </CardContent>
     </ExpandableCard>
   );
 }
@@ -442,7 +396,6 @@ function MedicationsCard({ patient }: { patient: Patient }) {
           })}
         </CardDescription>
       </CardHeader>
-      <CardContent>{list}</CardContent>
     </ExpandableCard>
   );
 }
@@ -477,7 +430,6 @@ function ProblemsCard({ patient }: { patient: Patient }) {
           {t("patientCard.problems.active", { count: patient.problems.length })}
         </CardDescription>
       </CardHeader>
-      <CardContent>{list}</CardContent>
     </ExpandableCard>
   );
 }
@@ -528,10 +480,19 @@ function AllergiesCard({ patient }: { patient: Patient }) {
     >
       <CardHeader>
         <CardTitle>{t("patientCard.allergies.title")}</CardTitle>
+        <CardDescription>
+          {patient.allergies.length === 0
+            ? t("patientCard.allergies.none")
+            : t("patientCard.allergies.count", {
+                count: patient.allergies.length,
+              })}
+        </CardDescription>
       </CardHeader>
-      <CardContent>
-        <AllergiesList patient={patient} />
-      </CardContent>
+      {patient.alerts.length > 0 ? (
+        <CardContent className="pt-0">
+          <AlertBadges alerts={patient.alerts} />
+        </CardContent>
+      ) : null}
     </ExpandableCard>
   );
 }
@@ -576,10 +537,10 @@ function VisitsCard({ patient }: { patient: Patient }) {
     >
       <CardHeader>
         <CardTitle>{t("patientCard.visits.title")}</CardTitle>
+        <CardDescription>
+          {t("patientCard.visits.recent", { count: patient.encounters.length })}
+        </CardDescription>
       </CardHeader>
-      <CardContent>
-        <VisitsList patient={patient} />
-      </CardContent>
     </ExpandableCard>
   );
 }

frontend/components/sidebar-02/nav-main.tsx

@@ -31,10 +31,14 @@ export type Route = {
 
 // True when `link` matches the current path. "/" only matches exactly; any other
 // link matches itself and its nested routes (so a parent stays lit on subpages).
+// Pass `exact` for sub-items so a parent link (e.g. /messages) doesn't also light
+// the Inbox sub when a sibling sub (/messages/meetings) is the active page.
 function useIsActive() {
   const pathname = usePathname();
-  return (link: string) =>
-    link === "/" ? pathname === "/" : pathname === link || pathname.startsWith(`${link}/`);
+  return (link: string, exact = false) => {
+    if (link === "/" || exact) return pathname === link;
+    return pathname === link || pathname.startsWith(`${link}/`);
+  };
 }
 
 export default function DashboardNavigation({ routes }: { routes: Route[] }) {
@@ -90,7 +94,7 @@ export default function DashboardNavigation({ routes }: { routes: Route[] }) {
                   <SidebarMenuSubItem key={`${route.id}-${subRoute.link}`}>
                     <SidebarMenuSubButton
                       className="text-muted-foreground hover:bg-transparent hover:text-foreground active:bg-transparent data-[active=true]:bg-transparent data-[active=true]:font-medium data-[active=true]:text-foreground"
-                      isActive={isActive(subRoute.link)}
+                      isActive={isActive(subRoute.link, true)}
                       render={<Link href={subRoute.link} prefetch={true} />}
                     >
                       <span className="truncate">{subRoute.title}</span>

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

@@ -1206,6 +1206,7 @@
     "notFound": "No patient found for file #{{number}}.",
     "overview": "Overview",
     "edit": "Edit",
+    "clickForMore": "Click for more",
     "sex": {
       "F": "Female",
       "M": "Male"
@@ -1251,7 +1252,8 @@
     "allergies": {
       "title": "Allergies & alerts",
       "sectionLabel": "Allergies",
-      "none": "No known allergies."
+      "none": "No known allergies.",
+      "count": "{{count}} recorded"
     },
     "visits": {
       "title": "Recent visits",