Retrieval tools now register a PHI-free sourceId per record/list and stream a
data-source part with the real clinician-facing title; the system prompt asks
the model to cite facts inline as [[src:id]]. The chat renders those markers as
numbered inline citation chips (PreviewCard hover) via a Streamdown link
override, with a Sources footer fallback when the model omits markers.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Approval state lived only in each card's local React state, so after
committing (or after reloading a saved conversation) the Add / Review &
add / Import buttons reappeared active and the same records could be
added again. Persist the resolution onto the message data part via a
chat-panel handler (setMessages), and initialize each card's status from
data.resolved so committed/discarded proposals stay locked across
re-render and history reload.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The import preview only showed counts + skipped-row errors with no way to
fix anything. Now every parsed record is editable before import:
- backend: shared validatePatientImport() (used by the previewImport tool)
+ POST /api/ai/import/validate for dry-run re-validation; the import
preview payload now carries the original records (and the source record on
each invalid row) so the UI can edit them.
- frontend: the import card gets a "Review & edit" dialog listing every
record with a ready / needs-fixing badge; opening one reuses the full
PatientFormDialog in a new non-persisting review mode (editable file
number) and re-validates on save, so skipped rows can be fixed and
included.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The composer's SELECT is now a clinician-facing mode picker instead of a list
of LLM vendors (the model still comes from Settings → AI and continues to drive
the Veil consent gate). The mode travels with each send:
- backend appends an Analysis/Graph directive to the agent's system prompt
- Graph mode renders an Obsidian-style RecordGraph for the /patient fast-path
(new data-recordGraph message part reusing the shared graph component)
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Chat fixes (#1/#6/#7):
- chat-input passes raw File[] up instead of inlining file text
- chat-panel sends files as FileUIPart and renders them with the
ai-elements Attachments component (no more raw text dumps)
- backend extracts text-like file content for the model in routes/chat
- Chain-of-Thought now defaults to collapsed
- file upload works regardless of whether the input has text
AI add-to-inventory (#2):
- new proposeInventory tool (validates items, streams an approval card)
- system prompt distinguishes stocking inventory vs. billing a patient
- ActionPreviewCard commits inventory via POST /api/inventory
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
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>
Make the chat feel alive and let the agent act on the clinic — safely.
UX (frontend):
- Stream `data-step` parts from each tool into an inline Chain-of-Thought
trace, plus a "Thinking…" shimmer while a request is in flight (works even
on the non-streamed external+Veil path).
- Replace the modal Veil consent Dialog with an inline, once-per-session
"Veil" confirmation above the input (with a "Use local model" option).
- Render new list + action-preview cards; chat-input now uses COSS tokens.
Agent (backend):
- Add display tools (listAppointments / listTasks / listPrescriptions) and
propose tools (proposeAppointment / proposeTask / proposePrescription) that
validate as a dry run and stream an approval card — nothing is written until
the clinician approves, via the existing RBAC-gated create endpoints.
- previewImport now also covers single-patient add + migration.
- System prompt: display + add only, never edit/delete or alter the schema;
stronger migration guidance. ToolContext carries the viewer for task scoping.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Replace the mock chat with the live backend agent:
- chat-panel uses @ai-sdk/react useChat against /api/chat (credentials included),
passing the selected model + effort per send. The `/patient <file#>` fast-path
is kept as an instant client-side shortcut.
- Renders the agent's streamed data parts: patientCard → record cards
(PatientResult), labCard → new LabChartCard (visx area chart with a high/low
flag badge in the top-right corner + recent values), importPreview →
ImportPreviewCard (the human approval gate: review counts/issues, then commit
via POST /api/ai/import — nothing is written until approved).
- Veil consent: a one-time dialog before the first send to a cloud model,
explaining that identifiers are de-identified before leaving the clinic.
- Attached text files (csv/json/txt…) now include their content in the message
so the agent can parse an export for import.
Shared chat message/data-part types in lib/ai-chat.ts.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Khalid Abdi