Add optional startDate/endDate columns to prescriptions (schema,
validation, types, service) — when set, endDate drives expiry.
Add a new append-only `dispenses` resource (schema, types, validation,
service, route at /api/dispenses) recording who received which medication,
gated on the existing inventory RBAC statement. Migration 0020.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- new org_ai_policy table + GET/PUT /api/ai/policy (read for any member,
write owner/admin only); migration 0018
- /api/chat hard-blocks (403) when AI is off for the caller
- Settings → AI "Availability" section: enable AI, or disable for
employees only (owners/admins keep access); read-only for non-admins
- sidebar, command palette and route guard hide/redirect the AI chat
when it's disabled for the current user
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- add a `status` field to tasks (backend schema/validation/service/types
+ frontend types), kept in sync with the legacy `done` flag
- migration 0017 adds the column and backfills done tasks to "done"
- rewrite the tasks page as a three-column board: per-column add buttons,
draggable cards, and a status mover in the detail sheet
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>
Backend (new `invoice` RBAC resource, granted to clinicians + reception):
- invoices table (line items + installments as JSONB), types, zod validation,
service (CRUD + splitIntoInstallments + auto invoice numbers), org-scoped
REST routes mounted at /api/invoices, activity logging (migration 0015)
Frontend:
- lib/invoices.ts API client + money/date helpers
- /invoices page: list with KPIs and search, create/edit dialog (searchable
patient combobox, inline line-item editor, live total), detail sheet to split
a bill into equal monthly installments, delete, and Download PDF
- dependency-free PDF via a print-styled window (browser "Save as PDF")
- sidebar "Invoices" entry under the Patients group; "Added by AI" badge honored
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
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>
Real LLM chat replacing the mock, backend-centric per the plan:
- Multi-provider API-key mode (OpenAI / Anthropic / Gemini via the AI SDK) plus
local Ollama (OpenAI-compatible endpoint). Provider is derived from the
picked model id; the matching stored key is used. New user_ai_settings table
holds per-user config with provider API keys encrypted at rest (AES-256-GCM,
src/lib/crypto.ts, keyed by AI_CREDENTIALS_KEY).
- POST /api/ai/config (get/put, secrets never returned), POST /api/ai/test
(Ollama ping / key presence), POST /api/ai/import (approved migration commit,
re-validated server-side, reuses the audited patient service).
- POST /api/chat: streamText agent with tools (getPatient, getPatientLabs,
searchPatients, previewImport). Real record data streams to the clinician as
custom data parts (cards) while the model sees only Veil-redacted results.
- Veil (src/services/ai/veil.ts): de-identifies patient identifiers to tokens
before external calls, resolves tokens on tool args, and rehydrates the final
answer. Bypassed for local Ollama. External mode runs non-streamed so the
rehydrated text is correct. Every call is audited (provider + Veil level).
- Shared role-scoping helpers extracted to src/lib/role-scope.ts (reused by the
patient routes and chat tools so visibility rules match).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Add an `inventory` resource mirroring the prescriptions feature end-to-end:
Drizzle table (org-scoped, indexed), domain type, zod validation, service
(list/get/create/update/delete), and an RBAC-gated CRUD router mounted at
/api/inventory. Grant the new `inventory` statement to roles — pharmacy gets
read/write, full clinicians read/write/delete, reception/lab none — in both the
backend access control and (mirrored) the frontend. Record writes in the
activity log via a new `inventory` entity type. Includes the migration and an
idempotent demo seed script.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Drop the unused read-only "viewer" role and remap any members (and pending
invitations) holding it to "member" via a custom migration. Add a "lab"
statement (read/write) granted to all full clinicians, plus two new
provisionable department roles: "pharmacy" (patient/appointment read,
prescription read+write — no delete, which doubles as the full-clinician
marker the frontend probes) and "lab" (patient/appointment read, task queue,
lab results via the new statement). Both join TASK_DEPARTMENTS so tasks can
be assigned to them.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
- Add patients.primary_provider_id (FK to user) + migration; persist it through
create/update and surface it on the Patient shape.
- Scope patient list/get for the `doctor` role to their own panel (with a
createdBy fallback for legacy rows); admin/owner/member/reception/viewer keep
seeing every patient.
- Add POST /api/patients/:fileNumber/transfer to reassign a chart (updates the
provider link + PCP label, records activity, notifies the clinic).
- Add GET /api/staff/providers (any member) listing clinical-capable members for
the PCP picker and transfer dialog.
- Scope the activity feed: non-admins see only their own actions; owners/admins
see the whole clinic.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- Hide "Create clinic" (sidebar footer) for non-admins; only owner/admin can
spin up additional clinics. Onboarding for brand-new users is unaffected.
- Analysis: drop the bar charts; show line charts (Sparkline) inside KPI cards
that open a detail dialog with the full chart + per-point breakdown.
- Add Team Member: validate the username client-side (no spaces; letters,
numbers, dots, underscores) with a clear warning + field hint.
- Tasks: New Task now has an Assignee selector (Myself / Other → department).
Tasks are visible to the department they're assigned to (or the creator), and
show who created them. Backend adds assignee_role + created_by_name with
visibility filtering in listTasks; owners/admins see all.
- Care team: removing a member now asks for confirmation first (dialog) and
surfaces success/failure + refreshes.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Replace the email-invitation flow with admin-provisioned staff accounts and
add role-based access that changes what each member sees.
Backend:
- Enable Better Auth `username` plugin (staff sign in by username); regenerate
auth schema (+ username/displayUsername on user) and migration 0007.
- Add `doctor` and `reception` roles to the access-control RBAC. `reception` is
scoped to scheduling + registration (no `prescription` statement).
- New `/api/staff` route: POST creates a user (auth.api.signUpEmail) and adds
them to the active clinic (auth.api.addMember); GET lists members + usernames.
Gated by requirePermission({ member: ["create"] }).
- Redact clinical PHI for the reception role in the patients service (read,
create and update) so demographics-only is enforced server-side.
Frontend:
- usernameClient + Email|Username tabs on the login form.
- lib/roles.ts: useActiveRole + Better-Auth-permission-driven nav visibility,
default landing, and a route guard (reception -> /appointments, blocked from
clinical routes). Applied to the sidebar, command palette and auth guard.
- Care team page now provisions staff via a two-step Add-team-member dialog
(details -> username/password) hitting /api/staff; removes the email-invite
and pending-invitation UI. New members are contactable from Messages
automatically (they become org members).
- Hide clinical sections of the patient form and the admin-only settings tabs
for non-clinical/non-admin roles.
All permission management stays in Better Auth (per the better-auth skills now
referenced in backend/CLAUDE.md).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Add conversations/participants/messages tables, a participant-scoped REST
API (/api/conversations) and a Socket.io server (session-authenticated
handshake; per-user + per-conversation rooms) sharing the HTTP port. New
messages broadcast live and create per-recipient notifications. Also lands
the notifications table + service + routes (used by the message flow). The
Messages page is rewritten: live threads, unread state, and a compose
dialog to start a conversation with a clinic member.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Add the activity_log table, a best-effort recordActivity() service and a
GET /api/activity feed, and write entries on create/update/delete of
patients, notes, appointments, prescriptions and tasks. The Activity page
now shows the real audit trail (actor, action, patient context, time);
the fabricated signing hashes / approval badges are gone — that vision
stays deferred.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Add the tasks table, validation, service and routes (/api/tasks with a
PATCH for partial updates / the done toggle, RBAC-gated) and the frontend
data module. The tasks board now loads, creates and toggles real data
(optimistic toggle with rollback).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Add the prescriptions table, validation, service and CRUD routes
(/api/prescriptions, RBAC-gated; prescriber defaults to the signed-in
clinician, prescribedAt to today) and the frontend data module. The page
now loads/persists real data and computes its status KPIs.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Add the appointments table, validation, service and CRUD routes
(/api/appointments, RBAC-gated) and the matching frontend data module.
The appointments page now loads and persists real data; KPIs are computed
from it and the schedule/calendar anchor to the real current date.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
New `note` table (src/db/schema/notes.ts) referencing organization + user,
with org+author scoping so a doctor only sees their own notes within the active
clinic. Adds:
- src/types/note.ts + src/lib/note-validation.ts (zod)
- src/services/notes.ts (CRUD, treats non-uuid ids as not-found)
- src/routes/notes.ts mounted at /api/notes, gated requireAuth → requireOrg
- schema barrel + generated migration drizzle/0001_*.sql (applied on startup
by the runtime migrator)
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Implements the first temetro backend: an Express 5 API on Postgres via
Drizzle ORM, with authentication and multi-tenant clinics powered by
Better Auth.
- Auth: email/password with required email verification, password reset,
rate limiting, CSRF/trusted-origins, secure cookies, session audit hook.
- Organizations (clinics) with RBAC (owner/admin/member/viewer) and an
extended `patient` permission set; member invitations by email.
- Org-scoped patient records mirroring the frontend Patient shape, with
CRUD endpoints gated by permission (read/write/delete).
- Email helper logs links to the console when SMTP is unset (zero-setup
local dev); Dockerfile + docker-compose (db + backend + frontend) with
migrations applied on startup and a configurable Postgres host port.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Khalid Abdi