Merge branch 'fix/v1473-record' into release/v1.47.3

e2e/utils/mock-dashboard-snapshot.ts

@@ -13,10 +13,11 @@ import type {
   DashboardTargetBands,
 } from "@/lib/dashboard/snapshot";
 import { getBpTargets } from "@/lib/analytics/bp-targets";
+import { METRIC_BOUNDS } from "@/lib/analytics/effective-range";
 import {
   buildTrafficLightBands,
   buildTrafficRange,
-  buildWeightBandsFromHeight,
+  buildBandsFromTrafficRange,
   buildWeightRangeFromHeight,
   getBodyFatTargetRange,
 } from "@/lib/analytics/value-bands";
@@ -77,8 +78,8 @@ function mockTargetBands(): DashboardTargetBands {
       upperBound: 55,
     }),
     weightRange: buildWeightRangeFromHeight(180),
-    weightBands: buildWeightBandsFromHeight(180, {
-      lowerBound: 30,
+    weightBands: buildBandsFromTrafficRange(buildWeightRangeFromHeight(180), {
+      lowerBound: METRIC_BOUNDS.WEIGHT.min,
       upperBound: 250,
     }),
   };

src/__tests__/baselines/source-function-lines.json

@@ -1,7 +1,7 @@
 {
   "$comment": "Production functions over 200 lines, keyed \"file :: name\", and their length. Maintained by src/__tests__/source-size-ratchet.test.ts.",
-  "count": 344,
-  "total": 111520,
+  "count": 343,
+  "total": 111318,
   "entries": {
     "app/achievements/page.tsx :: AchievementsPage": 206,
     "app/api/admin/backups/upload/route.ts :: apiHandler(arg)": 275,
@@ -94,7 +94,6 @@
     "components/documents/document-facts-review.tsx :: DocumentFactsSection": 242,
     "components/documents/document-facts-review.tsx :: FactRow": 261,
     "components/documents/document-filter-bar.tsx :: DocumentFilterBar": 348,
-    "components/documents/document-record-links.tsx :: DocumentRecordLinks": 202,
     "components/documents/document-timeline.tsx :: DocumentTimeline": 314,
     "components/documents/documents-view.tsx :: DocumentsView": 303,
     "components/documents/sources/document-source-picker.tsx :: DocumentSourcePicker": 563,

src/__tests__/baselines/version-stamp-comments.json

@@ -1,7 +1,7 @@
 {
   "$comment": "Comment lines that open with a release version, per file under src/. Maintained by src/__tests__/version-stamp-ratchet.test.ts.",
   "count": 2892,
-  "total": 9220,
+  "total": 9213,
   "entries": {
     "__tests__/account-payload-consumer-guard.test.ts": 2,
     "__tests__/acting-account-boundary-guard.test.ts": 7,
@@ -643,7 +643,7 @@
     "app/insights/walking-heart-rate/page.tsx": 1,
     "app/insights/walking-speed/page.tsx": 1,
     "app/insights/walking-steadiness/page.tsx": 1,
-    "app/insights/weight/page.tsx": 8,
+    "app/insights/weight/page.tsx": 5,
     "app/insights/workouts/page-client.tsx": 2,
     "app/insights/wrist-temperature/page.tsx": 1,
     "app/invite/[token]/__tests__/page.test.tsx": 1,
@@ -1958,10 +1958,10 @@
     "lib/doctor-report-helpers.ts": 1,
     "lib/doctor-report-pdf-core.ts": 4,
     "lib/doctor-report-pdf/clinical-records-notes-section.ts": 6,
-    "lib/doctor-report-pdf/header-profile-section.ts": 3,
+    "lib/doctor-report-pdf/header-profile-section.ts": 2,
     "lib/doctor-report-pdf/measurements-charts-section.ts": 3,
     "lib/doctor-report-pdf/medication-mood-wellness-section.ts": 7,
-    "lib/doctor-report-types.ts": 21,
+    "lib/doctor-report-types.ts": 20,
     "lib/doctor-report/__tests__/leaf-gating-sweep.test.ts": 1,
     "lib/doctor-report/clinical-records.ts": 2,
     "lib/doctor-report/collect.ts": 4,

src/__tests__/display-transform-rounding-guard.test.ts

@@ -45,8 +45,9 @@ const REGISTRY = "lib/measurements/display-transform.ts";
 /**
  * The one module allowed to import the unrounded escape hatch. The target
  * adapter needs the unrounded pound edge of a canonical guardrail so it can
- * round it INWARD — rounding to the nearest tenth first gives 66.1 lb for the
- * 30 kg floor, which inverts to 29.98 kg and the server rejects it.
+ * round it INWARD — rounding to the nearest tenth first can put the pound
+ * edge outside the kilogram window, and the server rejects what converts
+ * back from it.
  */
 const UNROUNDED_IMPORTERS = ["lib/targets/target-unit-display.ts"];
 

src/__tests__/share-view-leaf-render-guard.test.ts

@@ -59,7 +59,7 @@ function emptyReport(): DoctorReportData {
       end: "2026-01-31T00:00:00.000Z",
     },
     patient: {
-      username: null,
+      name: null,
       dateOfBirth: null,
       gender: null,
       heightCm: null,
@@ -156,11 +156,10 @@ const DISPOSITIONS: Record<StructuredLeafId, Disposition> = {
     kind: "rendered",
     data: {
       patient: {
-        username: "shared-account",
+        name: "A. Patient",
         dateOfBirth: "1979-04-02T00:00:00.000Z",
         gender: "FEMALE",
         heightCm: 171,
-        fullName: "A. Patient",
       },
     },
     marker: "A. Patient",

src/app/api/insights/labs-changes/route.ts

@@ -48,6 +48,7 @@ export const GET = apiHandler(async () => {
       biomarkerId: true,
       unit: true,
       value: true,
+      sourceValue: true,
       referenceLow: true,
       referenceHigh: true,
       sourceReferenceLow: true,
@@ -65,6 +66,7 @@ export const GET = apiHandler(async () => {
       biomarkerId: r.biomarkerId,
       unit: r.unit,
       value: r.value as number,
+      sourceValue: r.sourceValue,
       referenceLow: r.referenceLow,
       referenceHigh: r.referenceHigh,
       sourceReferenceLow: r.sourceReferenceLow,

src/app/api/user/thresholds/__tests__/route.test.ts

@@ -96,7 +96,7 @@ beforeEach(() => {
 
 describe("PUT /api/user/thresholds — 422 multi-issue (v1.4.43 W6)", () => {
   it("surfaces TWO simultaneous validation errors", async () => {
-    // WEIGHT bounds are min=30, max=300. Sending min > max + a value
+    // WEIGHT bounds are min=1, max=300. Sending min > max + a value
     // out of bounds on PULSE forces two range errors.
     const res = await PUT(
       putReq({

src/app/c/[token]/__tests__/report-download.test.ts

@@ -97,7 +97,7 @@ function report(): DoctorReportData {
       end: "2026-01-31T00:00:00.000Z",
     },
     patient: {
-      username: null,
+      name: null,
       dateOfBirth: null,
       gender: null,
       heightCm: null,

src/app/insights/bmi/__tests__/page.test.tsx

@@ -0,0 +1,80 @@
+/**
+ * `/insights/bmi` decides from a height whether it can show anything. It used
+ * the height of the person at the keyboard, so inside somebody else's record
+ * a viewer without a height of their own was asked to set it, and a viewer
+ * with one hid that the record has none.
+ */
+import { beforeEach, describe, expect, it, vi } from "vitest";
+import { renderToStaticMarkup } from "react-dom/server";
+
+const shellProps = vi.fn();
+vi.mock("@/components/insights/sub-page-shell", () => ({
+  SubPageShell: (props: Record<string, unknown>) => {
+    shellProps(props);
+    return null;
+  },
+}));
+
+vi.mock("@/lib/i18n/context", () => ({
+  useTranslations: () => ({ t: (key: string) => key, locale: "en" }),
+}));
+
+const state = {
+  viewerHeight: null as number | null,
+  inSharedRecord: true,
+  recordHeight: 118 as number | null,
+};
+vi.mock("@/hooks/use-auth", () => ({
+  useAuth: () => ({
+    isAuthenticated: true,
+    user: { heightCm: state.viewerHeight, timezone: "UTC" },
+  }),
+}));
+vi.mock("@/hooks/use-record-capabilities", () => ({
+  useRecordCapabilities: () => ({ inSharedRecord: state.inSharedRecord }),
+}));
+vi.mock("@/hooks/use-insights-analytics", () => ({
+  useInsightsAnalytics: () => ({ isEmpty: false }),
+}));
+vi.mock("@tanstack/react-query", () => ({
+  useQuery: ({ enabled }: { enabled?: boolean }) => ({
+    data:
+      enabled === false
+        ? undefined
+        : { profile: { heightCm: state.recordHeight } },
+  }),
+}));
+
+import InsightsBmiPage from "../page";
+
+/** True when the page rendered its "set your height" state. */
+function asksForHeight(): boolean {
+  renderToStaticMarkup(<InsightsBmiPage />);
+  const props = shellProps.mock.calls.at(-1)![0] as { coachLaunch?: boolean };
+  // The chart branch launches the Coach from the shell; the empty states do not.
+  return props.coachLaunch !== true;
+}
+
+describe("/insights/bmi height gate", () => {
+  beforeEach(() => {
+    shellProps.mockClear();
+    state.viewerHeight = null;
+    state.inSharedRecord = true;
+    state.recordHeight = 118;
+  });
+
+  it("reads the record's height inside somebody else's record", () => {
+    expect(asksForHeight()).toBe(false);
+    state.viewerHeight = 180;
+    state.recordHeight = null;
+    expect(asksForHeight()).toBe(true);
+  });
+
+  it("reads the account's own height in one's own record", () => {
+    state.inSharedRecord = false;
+    state.viewerHeight = 180;
+    expect(asksForHeight()).toBe(false);
+    state.viewerHeight = null;
+    expect(asksForHeight()).toBe(true);
+  });
+});

src/app/insights/bmi/page.tsx

@@ -1,9 +1,13 @@
 "use client";
 
 import Link from "next/link";
+import { useQuery } from "@tanstack/react-query";
 import { Ruler } from "lucide-react";
 
 import { useAuth } from "@/hooks/use-auth";
+import { useRecordCapabilities } from "@/hooks/use-record-capabilities";
+import { apiGet } from "@/lib/api/api-fetch";
+import { queryKeys } from "@/lib/query-keys";
 import { useInsightsAnalytics } from "@/hooks/use-insights-analytics";
 import { useTranslations } from "@/lib/i18n/context";
 import { useInsightsLayoutPrefs } from "@/hooks/use-insights-layout-prefs";
@@ -45,6 +49,23 @@ export default function InsightsBmiPage() {
 
   const { isEmpty } = useInsightsAnalytics("BMI");
 
+  // `useAuth()` is the person at the keyboard. Inside somebody else's record
+  // the height that decides is the record's, from the route that knows which
+  // record is on screen (the reference panel below reads the same cell).
+  const { inSharedRecord } = useRecordCapabilities();
+  const { data: targets } = useQuery({
+    queryKey: queryKeys.insightsTargets(),
+    queryFn: () =>
+      apiGet<{ profile?: { heightCm: number | null } }>(
+        "/api/insights/targets",
+      ),
+    enabled: isAuthenticated && inSharedRecord,
+  });
+  const heightCm = inSharedRecord
+    ? (targets?.profile?.heightCm ?? null)
+    : (user?.heightCm ?? null);
+  const heightKnown = !inSharedRecord || targets !== undefined;
+
   // v1.4.27 — BMI is derived from WEIGHT. When no weight readings
   // exist yet, the existing "set your height" branch can never compute
   // anything useful either; surface the empty-state CTA pointing at
@@ -75,7 +96,7 @@ export default function InsightsBmiPage() {
     );
   }
 
-  if (!user?.heightCm) {
+  if (heightKnown && !heightCm) {
     return (
       <SubPageShell
         title={t("insights.bmiSectionTitle")}

src/app/insights/weight/__tests__/page.test.tsx

@@ -0,0 +1,105 @@
+/**
+ * `/insights/weight` shades the band of the record on screen. It used to take
+ * the height of the person at the keyboard (`useAuth()`) and their own target
+ * (`/api/user/thresholds`, refused under a switch), so a parent of 180 cm on
+ * a child's record saw the parent's healthy band behind the child's weights.
+ *
+ * `SubPageShell` is stubbed to a probe so the test reads the band the page
+ * hands the chart, not rendered pixels.
+ */
+import { beforeEach, describe, expect, it, vi } from "vitest";
+import { renderToStaticMarkup } from "react-dom/server";
+
+const shellProps = vi.fn();
+vi.mock("@/components/insights/sub-page-shell", () => ({
+  SubPageShell: (props: Record<string, unknown>) => {
+    shellProps(props);
+    return null;
+  },
+}));
+
+vi.mock("@/lib/i18n/context", () => ({
+  useTranslations: () => ({ t: (key: string) => key, locale: "en" }),
+}));
+
+// The viewer: 180 cm, signed in, looking at somebody else's record.
+vi.mock("@/hooks/use-auth", () => ({
+  useAuth: () => ({
+    isAuthenticated: true,
+    user: { heightCm: 180, timezone: "UTC", unitPreference: "metric" },
+  }),
+  useAccountOnceMounted: () => null,
+}));
+
+vi.mock("@/hooks/use-insights-analytics", () => ({
+  useInsightsAnalytics: () => ({
+    data: { summaries: { WEIGHT: { count: 10 } } },
+    isLoading: false,
+    isEmpty: false,
+  }),
+}));
+
+// The record on screen: 118 cm, no target of its own.
+const targets = {
+  current: {
+    targets: [
+      { type: "WEIGHT", range: { min: 25.8, max: 34.7 }, source: "WHO BMI" },
+    ],
+    profile: { heightCm: 118 },
+  } as unknown,
+};
+vi.mock("@tanstack/react-query", () => ({
+  useQuery: ({ queryKey }: { queryKey: readonly unknown[] }) => ({
+    data: JSON.stringify(queryKey).includes("targets")
+      ? targets.current
+      : undefined,
+    isLoading: false,
+    error: null,
+  }),
+}));
+
+import InsightsGewichtPage from "../page";
+import { buildWeightRangeFromHeight } from "@/lib/analytics/value-bands";
+
+function chartBands(): Array<{ min: number; max: number }> | undefined {
+  renderToStaticMarkup(<InsightsGewichtPage />);
+  const props = shellProps.mock.calls.at(-1)![0] as { children: unknown };
+  const children = Array.isArray(props.children)
+    ? props.children
+    : [props.children];
+  const chart = children.find(
+    (el) =>
+      el &&
+      typeof el === "object" &&
+      Array.isArray((el as { props?: { types?: unknown } }).props?.types),
+  ) as { props: { valueBands?: Array<{ min: number; max: number }> } };
+  return chart.props.valueBands;
+}
+
+describe("/insights/weight band", () => {
+  beforeEach(() => shellProps.mockClear());
+
+  it("shades the WHO band for the record's height, not the viewer's", () => {
+    const bands = chartBands();
+    const record = buildWeightRangeFromHeight(118);
+    const viewer = buildWeightRangeFromHeight(180);
+    expect(bands).toContainEqual(
+      expect.objectContaining({ min: record.greenMin, max: record.greenMax }),
+    );
+    expect(bands).not.toContainEqual(
+      expect.objectContaining({ min: viewer.greenMin, max: viewer.greenMax }),
+    );
+  });
+
+  it("shades no band when the record's targets are not readable", () => {
+    targets.current = undefined;
+    try {
+      expect(chartBands()).toBeUndefined();
+    } finally {
+      targets.current = {
+        targets: [],
+        profile: { heightCm: 118 },
+      };
+    }
+  });
+});

src/app/insights/weight/__tests__/weight-band.test.ts

@@ -0,0 +1,46 @@
+/**
+ * The weight band belongs to the record on screen. It used to be built from
+ * the signed-in person's height, so a parent of 180 cm looking at a child's
+ * record saw a healthy band of about 60 to 81 kg behind the child's weights.
+ */
+import { describe, expect, it } from "vitest";
+
+import { buildWeightRangeFromHeight } from "@/lib/analytics/value-bands";
+import { selectWeightBandRange } from "../weight-band";
+
+describe("selectWeightBandRange", () => {
+  it("builds the WHO band from the record's height", () => {
+    const range = selectWeightBandRange({
+      targets: [
+        { type: "WEIGHT", range: { min: 25.8, max: 34.7 }, source: "WHO BMI" },
+      ],
+      profile: { heightCm: 118 },
+    });
+    expect(range).toEqual(buildWeightRangeFromHeight(118));
+  });
+
+  it("paints the record's own target with the override wings", () => {
+    const range = selectWeightBandRange({
+      targets: [
+        { type: "WEIGHT", range: { min: 70, max: 80 }, source: "Custom" },
+      ],
+      profile: { heightCm: 180 },
+    });
+    expect(range).toEqual({
+      greenMin: 70,
+      greenMax: 80,
+      orangeMin: 68.5,
+      orangeMax: 81.5,
+    });
+  });
+
+  it("paints nothing without a target or a height, or before the read lands", () => {
+    expect(
+      selectWeightBandRange({
+        targets: [{ type: "WEIGHT", range: null, source: "WHO BMI" }],
+        profile: { heightCm: null },
+      }),
+    ).toBeNull();
+    expect(selectWeightBandRange(null)).toBeNull();
+  });
+});

src/app/insights/weight/page.tsx

@@ -23,11 +23,9 @@ import { MetricCorrelationCard } from "@/components/insights/metric-correlation-
 import { MeasurementDiversityNudge } from "@/components/insights/measurement-diversity-nudge";
 import { MetricTargetSummary } from "@/components/insights/metric-target-summary";
 import { SubPageShell } from "@/components/insights/sub-page-shell";
-import {
-  buildBandsFromTrafficRange,
-  buildWeightBandsFromHeight,
-  type TrafficRange,
-} from "@/lib/analytics/value-bands";
+import { METRIC_BOUNDS } from "@/lib/analytics/effective-range";
+import { buildBandsFromTrafficRange } from "@/lib/analytics/value-bands";
+import { selectWeightBandRange, type WeightTargetsSlice } from "./weight-band";
 
 /**
  * v1.4.25 — `/insights/weight`.
@@ -37,8 +35,8 @@ import {
  * (`chartKey="weight"`) lets the user toggle trend lines + comparison
  * overlay independently from the dashboard weight card.
  *
- * v1.34 — the bands follow the user's own weight target when one is set,
- * and fall back to the height-derived WHO band only when it is not.
+ * The bands follow the record's own weight target when one is set, and fall
+ * back to the WHO band for the record's height only when it is not.
  *
  * v1.4.28 — analytics fetch + empty-state
  * branch now consume `useInsightsAnalytics()` + `<MetricEmptyState>`.
@@ -56,19 +54,13 @@ export default function InsightsGewichtPage() {
   } = useInsightsAnalytics("WEIGHT");
   const weightSummary = analytics?.summaries?.WEIGHT ?? null;
 
-  // v1.34 — the user's own weight target, read through the shared
-  // `queryKeys.userThresholds()` cell the targets editor also subscribes to, so
-  // editing the target repaints this chart's band without a reload.
-  const { data: thresholds } = useQuery({
-    queryKey: queryKeys.userThresholds(),
-    queryFn: async () => {
-      return apiGet<{
-        effective: Record<
-          string,
-          { range: TrafficRange | null; isOverride: boolean }
-        >;
-      }>("/api/user/thresholds");
-    },
+  // The record's own target and height, from the route that knows which
+  // record is on screen (see `selectWeightBandRange`). Shares the
+  // `insightsTargets()` cell with the reference panel below; the targets
+  // editor invalidates it on save, so the band repaints without a reload.
+  const { data: targets } = useQuery({
+    queryKey: queryKeys.insightsTargets(),
+    queryFn: () => apiGet<WeightTargetsSlice>("/api/insights/targets"),
     enabled: isAuthenticated,
   });
 
@@ -136,27 +128,14 @@ export default function InsightsGewichtPage() {
     );
   }
 
-  // v1.34 — the shaded zone follows the user's OWN target when they set one.
-  // The page used to shade the height-derived WHO band unconditionally, so
-  // someone who had entered a target on `/targets` kept reading a chart that
-  // ignored the answer. `/api/user/thresholds` already resolves the override
-  // (with its orange wings) through `getEffectiveRange`, so the page reads the
-  // resolved band rather than re-deriving one. No target and no height → no
-  // bands, unchanged.
-  const overrideRange = thresholds?.effective?.WEIGHT?.isOverride
-    ? (thresholds.effective.WEIGHT.range ?? null)
-    : null;
-  const weightBands = overrideRange
-    ? buildBandsFromTrafficRange(overrideRange, {
-        lowerBound: 30,
+  // No target and no height → no bands.
+  const weightRange = selectWeightBandRange(targets ?? null);
+  const weightBands = weightRange
+    ? buildBandsFromTrafficRange(weightRange, {
+        lowerBound: METRIC_BOUNDS.WEIGHT.min,
         upperBound: 250,
       })
-    : user?.heightCm
-      ? buildWeightBandsFromHeight(user.heightCm, {
-          lowerBound: 30,
-          upperBound: 250,
-        })
-      : undefined;
+    : undefined;
   // The bands are kg bounds → scale into the display unit so the shaded zone
   // tracks the converted line (factor-only; weight carries no offset).
   const displayBands =

src/app/insights/weight/weight-band.ts

@@ -0,0 +1,43 @@
+import { getEffectiveRange } from "@/lib/analytics/effective-range";
+import {
+  buildWeightRangeFromHeight,
+  type TrafficRange,
+} from "@/lib/analytics/value-bands";
+
+/** The slice of `GET /api/insights/targets` the weight band needs. */
+export interface WeightTargetsSlice {
+  targets: ReadonlyArray<{
+    type: string;
+    range: { min: number; max: number } | null;
+    source: string;
+  }>;
+  profile?: { heightCm: number | null };
+}
+
+/**
+ * The weight band for the record on screen, as the server resolved it.
+ *
+ * The page used to read the person at the keyboard: their height from
+ * `useAuth()` and their own target from `/api/user/thresholds`, which
+ * refuses inside somebody else's record. A parent on a child's record saw a
+ * band built from the parent's height. `/api/insights/targets` resolves the
+ * record's own target and height, and the reference panel under the chart
+ * reads the same payload. The record's own target (`source: "Custom"`) gets
+ * the wings `getEffectiveRange` gives every override; otherwise the band is
+ * the height-derived WHO one, and with neither there is none.
+ */
+export function selectWeightBandRange(
+  data: WeightTargetsSlice | null,
+): TrafficRange | null {
+  if (!data) return null;
+  const weight = data.targets.find((entry) => entry.type === "WEIGHT");
+  if (weight?.source === "Custom" && weight.range) {
+    return getEffectiveRange(
+      "WEIGHT",
+      { heightCm: null, dateOfBirth: null, gender: null },
+      { WEIGHT: weight.range },
+    ).range;
+  }
+  const heightCm = data.profile?.heightCm ?? null;
+  return heightCm ? buildWeightRangeFromHeight(heightCm) : null;
+}

src/components/clinician/__tests__/clinician-view-locales.test.tsx

@@ -42,11 +42,10 @@ const FULL_RECORD = {
     end: "2026-01-31T00:00:00.000Z",
   },
   patient: {
-    username: "shared-account",
+    name: "A. Patient",
     dateOfBirth: "1980-01-01T00:00:00.000Z",
     gender: "FEMALE",
     heightCm: 170,
-    fullName: "A. Patient",
   },
   practiceName: null,
   measurements: {},

src/components/clinician/__tests__/clinician-view.test.tsx

@@ -27,7 +27,7 @@ function makeReport(
       end: "2026-01-31T00:00:00.000Z",
     },
     patient: {
-      username: "tester",
+      name: "tester",
       dateOfBirth: null,
       gender: null,
       heightCm: null,
@@ -72,6 +72,7 @@ function render(
       | "selection"
       | "timeFormat"
       | "dateFormat"
+      | "timezone"
     >
   >,
 ) {
@@ -501,6 +502,45 @@ describe("<ClinicianView>", () => {
     expect(html).not.toContain('<img src="/c/hls_tok/d/doc-b"');
     expect(html).toContain("Referral letter");
   });
+
+  it("prints the date of birth on its own day west of UTC", () => {
+    const html = render(
+      makeReport({
+        patient: {
+          name: "A. Patient",
+          // Stored at UTC midnight: 13 May, 20:00 in New York.
+          dateOfBirth: "1960-05-14T00:00:00.000Z",
+          gender: null,
+          heightCm: null,
+        },
+      }),
+      { timezone: "America/New_York", locale: "en" },
+    );
+    expect(html).toContain("05/14/1960");
+    expect(html).not.toContain("05/13/1960");
+  });
+
+  it("dates a vaccination on its own day west of UTC", () => {
+    const html = render(
+      makeReport({
+        immunizations: [
+          {
+            // A dose date at UTC midnight: the evening before in New York.
+            occurredAt: "2026-04-11T00:00:00.000Z",
+            antigenSlug: null,
+            vaccineName: "Influenza",
+            lotNumber: null,
+            site: null,
+            practitionerName: null,
+            series: [],
+          },
+        ],
+      }),
+      { timezone: "America/New_York", locale: "en" },
+    );
+    expect(html).toContain("04/11/2026");
+    expect(html).not.toContain("04/10/2026");
+  });
 });
 
 /**

src/components/clinician/clinician-view.tsx

@@ -30,6 +30,7 @@
  * document list in `./documents-list`, the downloads in `./download-actions`.
  */
 import type { DoctorReportData } from "@/lib/doctor-report-data";
+import { formatDate } from "@/lib/date-format";
 import { formatLabValue, type LabNumberFormat } from "@/lib/labs/format-value";
 import {
   makeFormatters,
@@ -133,6 +134,15 @@ interface ClinicianViewProps {
   dateFormat: DateFormatPreference;
 }
 
+/**
+ * A date-only value (a date of birth, a dose date) as its calendar date in
+ * the owner's date order, the same in every zone. Read as an instant in the
+ * owner's zone it fell on the previous day west of UTC.
+ */
+function calendarDateIn(dateFormat: DateFormatPreference, locale: Locale) {
+  return (iso: string) => formatDate(iso.slice(0, 10), dateFormat, locale);
+}
+
 export function ClinicianView({
   t,
   label,
@@ -199,7 +209,7 @@ export function ClinicianView({
               t={t}
               report={report}
               scope={scope}
-              fmtDate={fmtDate}
+              fmtCalendarDate={calendarDateIn(dateFormat, locale)}
             />
 
             {/* ── measurements ─────────────────────────────────────── */}
@@ -298,7 +308,7 @@ export function ClinicianView({
               t={t}
               report={report}
               scope={scope}
-              fmtDate={fmtDate}
+              fmtCalendarDate={calendarDateIn(dateFormat, locale)}
             />
             <AllergiesSection t={t} report={report} scope={scope} />
 

src/components/clinician/history-sections.tsx

@@ -302,12 +302,13 @@ export function ImmunizationsSection({
   t,
   report,
   scope,
-  fmtDate,
+  fmtCalendarDate,
 }: {
   t: Translate;
   report: DoctorReportData;
   scope: LeafScope;
-  fmtDate: (iso: string) => string;
+  /** A dose date is a calendar date at UTC midnight, never an instant. */
+  fmtCalendarDate: (iso: string) => string;
 }) {
   const doses = report.immunizations ?? [];
 
@@ -342,7 +343,7 @@ export function ImmunizationsSection({
               : (dose.vaccineName ?? "—")
           }
           value={compose([
-            fmtDate(dose.occurredAt),
+            fmtCalendarDate(dose.occurredAt),
             doseDisplay(dose.series),
             dose.lotNumber
               ? `${t("doctorReport.immunizationsColLot")} ${dose.lotNumber}`

src/components/clinician/identity-sections.tsx

@@ -48,15 +48,15 @@ export function PatientIdentitySection({
   t,
   report,
   scope,
-  fmtDate,
+  fmtCalendarDate,
 }: {
   t: Translate;
   report: DoctorReportData;
   scope: LeafScope;
-  fmtDate: (iso: string) => string;
+  fmtCalendarDate: (iso: string) => string;
 }) {
   const patient = report.patient;
-  const name = patient.fullName ?? patient.username ?? null;
+  const name = patient.name;
   const genderKey = patient.gender
     ? GENDER_LABEL_KEYS[patient.gender]
     : undefined;
@@ -67,7 +67,7 @@ export function PatientIdentitySection({
   if (patient.dateOfBirth) {
     rows.push({
       label: t("doctorReport.dateOfBirth"),
-      value: fmtDate(patient.dateOfBirth),
+      value: fmtCalendarDate(patient.dateOfBirth),
     });
   }
   if (genderKey) {

src/components/cycle/__tests__/cycle-view-error-state.test.tsx

@@ -42,7 +42,11 @@ const idleQuery = {
 const mutationStub = { mutate: vi.fn(), isPending: false, isError: false };
 
 vi.mock("../use-cycle", () => ({
-  localYmd: () => "2026-07-01",
+  useCycleWindow: () => ({
+    today: "2026-07-01",
+    from: "2026-04-02",
+    to: "2026-12-28",
+  }),
   useCycleCalendar: () => errorQuery,
   useCycleHistory: () => idleQuery,
   useCycleInsights: () => idleQuery,

src/components/cycle/__tests__/cycle-view-sheet-context.test.tsx

@@ -95,7 +95,7 @@ const idleQuery = {
 const mutationStub = { mutate: vi.fn(), isPending: false, isError: false };
 
 vi.mock("../use-cycle", () => ({
-  localYmd: () => TODAY,
+  useCycleWindow: () => ({ today: TODAY, from: TODAY, to: TODAY }),
   useCycleCalendar: () => calendarQuery,
   useCycleHistory: () => idleQuery,
   useCycleInsights: () => idleQuery,

src/components/cycle/__tests__/use-cycle-ring-has-dial.test.tsx

@@ -16,14 +16,14 @@ import { describe, expect, it } from "vitest";
 import { ApiError } from "@/lib/api/api-fetch";
 import { queryKeys } from "@/lib/query-keys";
 
-import { localYmd, useCycleRingDial } from "../use-cycle";
+import { DEFAULT_TIMEZONE, shiftDateKey, userDayKey } from "@/lib/tz/format";
 
+import { useCycleRingDial } from "../use-cycle";
+
+/** The ring's window, around today in the display zone (Berlin when unset). */
 function window(): [string, string] {
-  const from = new Date();
-  from.setDate(from.getDate() - 90);
-  const to = new Date();
-  to.setDate(to.getDate() + 180);
-  return [localYmd(from), localYmd(to)];
+  const today = userDayKey(new Date(), DEFAULT_TIMEZONE);
+  return [shiftDateKey(today, -90), shiftDateKey(today, 180)];
 }
 
 function Probe({ enabled }: { enabled: boolean }) {

src/components/cycle/__tests__/use-cycle-window.test.tsx

@@ -0,0 +1,33 @@
+/**
+ * The cycle surfaces take "today" from the record's display zone, the zone
+ * the server keys cycle days in. They used to read the device clock, so with
+ * a phone in another zone than the profile the highlighted day and the day a
+ * log lands on sat one apart from the server's around midnight.
+ */
+import { afterEach, describe, expect, it, vi } from "vitest";
+import { renderToStaticMarkup } from "react-dom/server";
+
+vi.mock("@/lib/i18n/context", async (importOriginal) => ({
+  ...(await importOriginal<typeof import("@/lib/i18n/context")>()),
+  // UTC+14: already the next calendar day for most of the world's afternoon.
+  useDisplayTimezone: () => "Pacific/Kiritimati",
+}));
+
+import { useCycleWindow } from "../use-cycle";
+
+function Probe() {
+  const { today, from, to } = useCycleWindow();
+  return <span>{`${from}|${today}|${to}`}</span>;
+}
+
+afterEach(() => vi.useRealTimers());
+
+describe("useCycleWindow", () => {
+  it("dates today in the display zone, not on the device clock", () => {
+    vi.useFakeTimers({ toFake: ["Date"] });
+    vi.setSystemTime(new Date("2026-07-01T12:00:00.000Z"));
+    expect(renderToStaticMarkup(<Probe />)).toContain(
+      "2026-04-03|2026-07-02|2026-12-29",
+    );
+  });
+});

src/components/cycle/cycle-insight-summary-card.tsx

@@ -1,6 +1,5 @@
 "use client";
 
-import { useMemo } from "react";
 import Link from "next/link";
 import { ArrowRight, Droplets } from "lucide-react";
 
@@ -8,7 +7,11 @@ import { useTranslations } from "@/lib/i18n/context";
 import { SectionHeading } from "@/components/ui/section-heading";
 import { CyclePhaseHeadline } from "./cycle-phase-crosstab";
 import { PHASE_HUE } from "./phase-tokens";
-import { localYmd, useCycleCalendar, useCycleInsights } from "./use-cycle";
+import {
+  useCycleCalendar,
+  useCycleInsights,
+  useCycleWindow,
+} from "./use-cycle";
 import { QueryErrorRow } from "@/components/ui/query-error-row";
 
 /**
@@ -37,20 +40,12 @@ import { QueryErrorRow } from "@/components/ui/query-error-row";
  * a broken or empty-framed state on the overview.
  */
 
-/** YYYY-MM-DD for `n` days from now in the local tz (shares `localYmd`). */
-function shiftToday(days: number): string {
-  const d = new Date();
-  d.setDate(d.getDate() + days);
-  return localYmd(d);
-}
-
 export function CycleInsightSummaryCard() {
   const { t } = useTranslations();
 
   // Mirror the cycle-view window so the cache key is shared (no extra request
   // when the user later opens the cycle page in the same session).
-  const from = useMemo(() => shiftToday(-90), []);
-  const to = useMemo(() => shiftToday(180), []);
+  const { from, to } = useCycleWindow();
 
   const calendar = useCycleCalendar(from, to);
   const insights = useCycleInsights();

src/components/cycle/cycle-view.tsx

@@ -27,7 +27,7 @@ import { CycleSettingsTab } from "./cycle-settings-tab";
 import { PHASE_HUE } from "./phase-tokens";
 import { monthOf, monthWindowOutside } from "./calendar-window";
 import {
-  localYmd,
+  useCycleWindow,
   useCycleCalendar,
   useCycleHistory,
   useCycleInsights,
@@ -50,13 +50,6 @@ import { ListCapNotice } from "@/components/ui/list-cap-notice";
  * re-triggers the moment.
  */
 
-/** YYYY-MM-DD for `n` days from now in the local tz (shares `localYmd`). */
-function shiftToday(days: number): string {
-  const d = new Date();
-  d.setDate(d.getDate() + days);
-  return localYmd(d);
-}
-
 /** The four cycle tabs, in render order. The deep-link value is validated
  *  against this set so a junk `?tab=` falls back to the calendar tab. */
 // The BBT chart is the only recharts consumer on /cycle — load it through
@@ -114,9 +107,7 @@ export function CycleView() {
   // a later param change does not force-switch a tab the user is reading).
   const [tab, setTab] = useState<CycleTab>(initialTab);
 
-  const today = useMemo(() => shiftToday(0), []);
-  const from = useMemo(() => shiftToday(-90), []);
-  const to = useMemo(() => shiftToday(180), []);
+  const { today, from, to } = useCycleWindow();
 
   const calendar = useCycleCalendar(from, to);
   const history = useCycleHistory();

src/components/cycle/use-cycle.ts

@@ -21,7 +21,8 @@ import {
   apiPatch,
   apiPost,
 } from "@/lib/api/api-fetch";
-import { useTranslations } from "@/lib/i18n/context";
+import { useDisplayTimezone, useTranslations } from "@/lib/i18n/context";
+import { shiftDateKey, userDayKey } from "@/lib/tz/format";
 import { randomId } from "@/lib/random-id";
 import { toastWrittenOutcome } from "@/components/outcome/outcome-toast";
 import { useCalendarDate } from "@/hooks/use-calendar-date";
@@ -72,16 +73,23 @@ export interface CycleInsightsResponse {
 }
 
 /**
- * The local-timezone `YYYY-MM-DD` for a Date (default: now). Cycle day-keys
- * are tz-anchored on the server; the client must derive the key from the
- * user's wall-clock day, never from `toISOString()` (which is UTC and rolls
- * the date over near midnight).
+ * Today, and the window the cycle page, its ring and its summary card read
+ * (90 days back, 180 ahead), in the record's display zone. The server keys
+ * cycle days, "today" included, in the profile zone; the device clock put
+ * the highlighted day and the day a log lands on one apart from it when a
+ * phone sat in another zone near midnight. One window, so the three readers
+ * share one cache entry.
  */
-export function localYmd(d: Date = new Date()): string {
-  const y = d.getFullYear();
-  const m = String(d.getMonth() + 1).padStart(2, "0");
-  const day = String(d.getDate()).padStart(2, "0");
-  return `${y}-${m}-${day}`;
+export function useCycleWindow(): { today: string; from: string; to: string } {
+  const timeZone = useDisplayTimezone();
+  return useMemo(() => {
+    const today = userDayKey(new Date(), timeZone);
+    return {
+      today,
+      from: shiftDateKey(today, -90),
+      to: shiftDateKey(today, 180),
+    };
+  }, [timeZone]);
 }
 
 /**
@@ -115,20 +123,9 @@ export function useCycleCalendar(from: string, to: string, enabled = true) {
   });
 }
 
-/** YYYY-MM-DD for `days` from today in the local zone. */
-function localYmdFromToday(days: number): string {
-  const d = new Date();
-  d.setDate(d.getDate() + days);
-  return localYmd(d);
-}
-
-/**
- * The calendar window the cycle ring reads: the cycle page's own window, so
- * the ring, the page and the summary card share one cache entry.
- */
+/** The calendar window the cycle ring reads: the cycle page's own. */
 export function useCycleRingCalendar(enabled = true) {
-  const from = useMemo(() => localYmdFromToday(-90), []);
-  const to = useMemo(() => localYmdFromToday(180), []);
+  const { from, to } = useCycleWindow();
   return useCycleCalendar(from, to, enabled);
 }
 

src/components/documents/document-record-links.tsx

@@ -46,6 +46,7 @@ import { useVaccinations } from "@/components/vaccinations/use-vaccinations";
 import { useAuth } from "@/hooks/use-auth";
 import { apiGet } from "@/lib/api/api-fetch";
 import { useFormatters, useTranslations } from "@/lib/i18n/context";
+import { useCalendarDate } from "@/hooks/use-calendar-date";
 import { queryKeys } from "@/lib/query-keys";
 import type { EncounterDTO, EncounterListDTO } from "@/lib/encounters/dto";
 import type { EncounterKind } from "@/generated/prisma/client";
@@ -161,6 +162,7 @@ export function DocumentRecordLinks({
 }) {
   const { t } = useTranslations();
   const format = useFormatters();
+  const calendarDate = useCalendarDate();
   const { user } = useAuth();
   const vaccinationsOn = user?.modules?.vaccinations !== false;
   const anchor = doc.documentDate ?? doc.reportDate;
@@ -186,10 +188,7 @@ export function DocumentRecordLinks({
   const [visitIds, setVisitIds] = useState<string[] | null>(null);
   const [doseIds, setDoseIds] = useState<string[] | null>(null);
 
-  const labels = {
-    suggested: t("links.picker.suggested"),
-    date: (iso: string) => format.date(iso),
-  };
+  const suggested = t("links.picker.suggested");
 
   const visitOptions = recordOptions(
     [...encounters.items]
@@ -203,7 +202,7 @@ export function DocumentRecordLinks({
         href: visitHref(visit.id),
       })),
     anchor,
-    labels,
+    { suggested, date: format.date },
   );
   const doseOptions = recordOptions(
     (vaccinations.data?.vaccinations ?? []).map((dose) => ({
@@ -213,7 +212,7 @@ export function DocumentRecordLinks({
       href: doseHref(dose.id),
     })),
     anchor,
-    labels,
+    { suggested, date: calendarDate }, // a dose date is a calendar date
   );
 
   const showDoses = vaccinationsOn && doc.vaccinationLinks !== null;
@@ -324,7 +323,7 @@ export function DocumentRecordLinks({
                 </span>
                 {link.occurredAt ? (
                   <span className="text-muted-foreground shrink-0">
-                    {format.date(link.occurredAt)}
+                    {calendarDate(link.occurredAt)}
                   </span>
                 ) : null}
               </Link>

src/components/insights/__tests__/labs-changes-card.test.tsx

@@ -0,0 +1,60 @@
+/**
+ * The card prints a lab figure the way the labs page does: in the reader's
+ * notation and with the digits the reading holds. It used to print
+ * `String(value)`, so a German reader saw "4.6" beside a labs page that says
+ * "4,6", and a converted reading showed every digit of the conversion.
+ */
+import { describe, expect, it, vi } from "vitest";
+import { renderToStaticMarkup } from "react-dom/server";
+
+vi.mock("@tanstack/react-query", () => ({
+  useQuery: () => ({
+    data: {
+      present: true,
+      latestDate: "2026-06-01",
+      previousDate: "2026-03-01",
+      generatedAt: "2026-06-02T00:00:00.000Z",
+      changes: [
+        {
+          analyte: "TSH",
+          unit: "mIU/L",
+          latest: 0.009,
+          previous: 0.004,
+          delta: 0.005,
+          direction: "up",
+          status: "unknown",
+        },
+        {
+          analyte: "Potassium",
+          unit: "mmol/L",
+          latest: 4.6,
+          previous: 4.9,
+          delta: -0.3,
+          direction: "down",
+          status: "unknown",
+        },
+      ],
+    },
+  }),
+}));
+
+vi.mock("@/hooks/use-auth", () => ({
+  useAuth: () => ({ isAuthenticated: true }),
+}));
+
+import { I18nProvider } from "@/lib/i18n/context";
+import { LabsChangesCard } from "../labs-changes-card";
+
+describe("<LabsChangesCard>", () => {
+  it("prints values and deltas in the reader's notation", () => {
+    const html = renderToStaticMarkup(
+      <I18nProvider initialLocale="de">
+        <LabsChangesCard />
+      </I18nProvider>,
+    );
+    expect(html).toContain("0,009 mIU/L");
+    expect(html).toContain("+0,005 mIU/L");
+    expect(html).toContain("4,6 mmol/L");
+    expect(html).toContain("-0,3 mmol/L");
+  });
+});

src/components/insights/__tests__/sub-page-shell.test.tsx

@@ -10,6 +10,12 @@ vi.mock("next/navigation", () => ({
   usePathname: () => "/insights/weight",
 }));
 
+// The target gear asks whether this is somebody else's record; the shell
+// renders here without the session it would read that from.
+vi.mock("@/hooks/use-record-capabilities", () => ({
+  useRecordCapabilities: () => ({ inSharedRecord: false }),
+}));
+
 /**
  * v1.4.25 — `<SubPageShell>` unit tests.
  *

src/components/insights/__tests__/target-adjust-button.test.tsx

@@ -28,6 +28,11 @@ vi.mock("@/lib/insights/target-adjust-context", () => ({
   useTargetAdjust: () => useTargetAdjustMock(),
 }));
 
+const capabilities = { inSharedRecord: false };
+vi.mock("@/hooks/use-record-capabilities", () => ({
+  useRecordCapabilities: () => capabilities,
+}));
+
 const { TargetAdjustButton } = await import("../target-adjust-button");
 
 function render(node: React.ReactNode, locale: "en" | "de" = "en") {
@@ -53,6 +58,22 @@ describe("<TargetAdjustButton>", () => {
     expect(html).toBe("");
   });
 
+  it("renders nothing inside somebody else's record", () => {
+    // The editor reads and writes the signed-in account's own targets, which
+    // the server refuses under a switch: the gear would open a dead sheet.
+    useTargetAdjustMock.mockReturnValue({
+      canAdjust: true,
+      requestAdjust: vi.fn(),
+      register: vi.fn(),
+    });
+    capabilities.inSharedRecord = true;
+    try {
+      expect(render(<TargetAdjustButton />)).toBe("");
+    } finally {
+      capabilities.inSharedRecord = false;
+    }
+  });
+
   it("renders the gear once an editable target is registered", () => {
     useTargetAdjustMock.mockReturnValue({
       canAdjust: true,

src/components/insights/labs-changes-card.tsx

@@ -12,6 +12,7 @@ import { SectionHeading } from "@/components/ui/section-heading";
 import type { LabChange } from "@/lib/insights/labs-changes";
 import { InsightSectionCard } from "./insight-section-card";
 import { withLabUnit } from "@/lib/labs/dimensionless";
+import { useLabNumber } from "@/components/labs/use-lab-format";
 
 /**
  * v1.25 — "what changed since your last panel" card.
@@ -55,6 +56,7 @@ export function LabsChangesCard({
 }: LabsChangesCardProps) {
   const { t } = useTranslations();
   const { isAuthenticated } = useAuth();
+  const labNumber = useLabNumber();
 
   const { data } = useQuery({
     queryKey: queryKeys.insightsLabsChanges(),
@@ -82,7 +84,10 @@ export function LabsChangesCard({
           const signedDelta =
             c.direction === "flat"
               ? t("insights.labsChanges.directionFlat")
-              : withLabUnit(`${c.delta > 0 ? "+" : ""}${c.delta}`, c.unit);
+              : withLabUnit(
+                  `${c.delta > 0 ? "+" : ""}${labNumber(c.delta)}`,
+                  c.unit,
+                );
           return (
             <div
               key={c.analyte}
@@ -94,7 +99,7 @@ export function LabsChangesCard({
                   {c.analyte}
                 </p>
                 <p className="text-muted-foreground text-xs">
-                  {withLabUnit(String(c.latest), c.unit)}
+                  {withLabUnit(labNumber(c.latest), c.unit)}
                   {labelKey ? ` · ${t(labelKey)}` : ""}
                 </p>
               </div>

src/components/insights/target-adjust-button.tsx

@@ -6,6 +6,7 @@ import { Button } from "@/components/ui/button";
 import { cn } from "@/lib/utils";
 import { useTranslations } from "@/lib/i18n/context";
 import { useTargetAdjust } from "@/lib/insights/target-adjust-context";
+import { useRecordCapabilities } from "@/hooks/use-record-capabilities";
 
 /**
  * Header gear that opens the per-metric target editor.
@@ -20,6 +21,10 @@ import { useTargetAdjust } from "@/lib/insights/target-adjust-context";
  *     has registered for the page (e.g. a metric without a numeric
  *     target band, where the card paints nothing), so the header never
  *     shows a dead control;
+ *   - renders nothing inside somebody else's record: the editor loads and
+ *     saves the signed-in account's own targets (`/api/user/thresholds`),
+ *     which refuses under a switch, so the gear would open a sheet that
+ *     can do neither;
  *   - opens the primary registered target's `<TargetEditSheet>` on click.
  *
  * Sized to match `<CoachLaunchButton variant="icon">` so the gear + the
@@ -29,9 +34,11 @@ import { useTargetAdjust } from "@/lib/insights/target-adjust-context";
 export function TargetAdjustButton({ className }: { className?: string }) {
   const { t } = useTranslations();
   const adjust = useTargetAdjust();
+  const { inSharedRecord } = useRecordCapabilities();
 
-  // No provider, or no editable target registered for this page.
-  if (!adjust || !adjust.canAdjust) return null;
+  // No provider, no editable target registered for this page, or a record
+  // whose targets this editor cannot reach.
+  if (!adjust || !adjust.canAdjust || inSharedRecord) return null;
 
   // Reuse the action's existing copy ("Adjust target range" /
   // "Zielbereich anpassen") — the gear performs exactly what the old

src/components/layout/sidebar-nav.tsx

@@ -40,7 +40,7 @@ import {
 import { cn } from "@/lib/utils";
 import { Logo } from "@/components/ui/logo";
 import { useAuth, useLogout } from "@/hooks/use-auth";
-import { accountName } from "@/lib/account-name";
+import { accountName, nameInitials } from "@/lib/account-name";
 import { useIsMobile } from "@/hooks/use-is-mobile";
 import { useNavModules } from "@/hooks/use-nav-modules";
 import { useMounted } from "@/hooks/use-mounted";
@@ -98,14 +98,6 @@ export function writeSidebarCollapsedPref(collapsed: boolean): void {
   }
 }
 
-function getInitials(name: string): string {
-  return name
-    .split(/[\s._-]+/)
-    .slice(0, 2)
-    .map((s) => s[0]?.toUpperCase() ?? "")
-    .join("");
-}
-
 /**
  * The sidebar footer's name-and-avatar block.
  *
@@ -170,7 +162,7 @@ function SidebarUserSection({ collapsed }: { collapsed: boolean }) {
       <Avatar className="h-9 w-9 shrink-0">
         {avatarUrl && <AvatarImage src={avatarUrl} alt={name} />}
         <AvatarFallback className="bg-primary/15 text-primary text-xs font-medium">
-          {getInitials(name)}
+          {nameInitials(name)}
         </AvatarFallback>
       </Avatar>
       <div className="min-w-0 flex-1">
@@ -286,7 +278,7 @@ function SidebarUserSection({ collapsed }: { collapsed: boolean }) {
               <Avatar className="h-8 w-8" aria-hidden="true">
                 {avatarUrl && <AvatarImage src={avatarUrl} alt={name} />}
                 <AvatarFallback className="bg-primary/15 text-primary text-xs font-medium">
-                  {getInitials(name)}
+                  {nameInitials(name)}
                 </AvatarFallback>
               </Avatar>
             </DropdownMenuTrigger>
@@ -313,7 +305,7 @@ function SidebarUserSection({ collapsed }: { collapsed: boolean }) {
           <Avatar className="h-8 w-8 shrink-0" aria-hidden="true">
             {avatarUrl && <AvatarImage src={avatarUrl} alt={name} />}
             <AvatarFallback className="bg-primary/15 text-primary text-xs font-medium">
-              {getInitials(name)}
+              {nameInitials(name)}
             </AvatarFallback>
           </Avatar>
           <div className="min-w-0 flex-1">

src/components/layout/top-bar.tsx

@@ -26,7 +26,7 @@ import { Avatar, AvatarFallback, AvatarImage } from "@/components/ui/avatar";
 import { Skeleton } from "@/components/ui/skeleton";
 import Link from "next/link";
 import { useAuth, useLogout } from "@/hooks/use-auth";
-import { accountName } from "@/lib/account-name";
+import { accountName, nameInitials } from "@/lib/account-name";
 import { useRecordCapabilities } from "@/hooks/use-record-capabilities";
 import { useTheme } from "@/components/providers";
 import { useTranslations } from "@/lib/i18n/context";
@@ -41,14 +41,6 @@ import {
   DropdownMenuTrigger,
 } from "@/components/ui/dropdown-menu";
 
-function getInitials(name: string): string {
-  return name
-    .split(/[\s._-]+/)
-    .slice(0, 2)
-    .map((s) => s[0]?.toUpperCase() ?? "")
-    .join("");
-}
-
 export function TopBar() {
   const { user, isLoading } = useAuth();
   // v1.36.0 — acting on somebody else's record; see the menu below. Read from
@@ -147,7 +139,7 @@ export function TopBar() {
                   <AvatarImage src={avatarUrl} alt={accountName(user)} />
                 )}
                 <AvatarFallback className="bg-primary/15 text-primary text-xs font-medium">
-                  {getInitials(accountName(user))}
+                  {nameInitials(accountName(user))}
                 </AvatarFallback>
               </Avatar>
               <span className="hidden sm:inline">{accountName(user)}</span>

src/components/links/related-records.tsx

@@ -37,6 +37,7 @@ import {
   type EntityLinkOption,
 } from "@/components/links/entity-link-picker";
 import { useVaultDocumentOptions } from "@/components/links/vault-document-options";
+import { useCalendarDate } from "@/hooks/use-calendar-date";
 import {
   pickerPivot,
   useLinkPickerPages,
@@ -133,6 +134,7 @@ export function RelatedRecordsList({
 }) {
   const { t } = useTranslations();
   const format = useFormatters();
+  const calendarDate = useCalendarDate();
   const rows = (related ?? []).filter((row) => !omitKinds.includes(row.kind));
   if (rows.length === 0) return null;
   return (
@@ -142,7 +144,12 @@ export function RelatedRecordsList({
         const via = viaText(t, row.via);
         const meta = [
           kindText(t, row.kind),
-          row.date ? format.date(row.date) : null,
+          row.date
+            ? // A dose date is a calendar date at UTC midnight.
+              row.kind === "vaccination"
+              ? calendarDate(row.date)
+              : format.date(row.date)
+            : null,
           via,
         ]
           .filter(Boolean)
@@ -381,7 +388,7 @@ function MedicationPicker({ selected, onChange, known }: PickerProps) {
 
 function DosePicker({ selected, onChange, anchor, known }: PickerProps) {
   const { t } = useTranslations();
-  const format = useFormatters();
+  const calendarDate = useCalendarDate();
   const doses = useVaccinations(null, true);
   const options = recordOptions(
     (doses.data?.vaccinations ?? []).map((dose) => ({
@@ -393,10 +400,7 @@ function DosePicker({ selected, onChange, anchor, known }: PickerProps) {
       href: `/vaccinations?dose=${encodeURIComponent(dose.id)}`,
     })),
     anchor,
-    {
-      suggested: t("links.picker.suggested"),
-      date: (iso: string) => format.date(iso),
-    },
+    { suggested: t("links.picker.suggested"), date: calendarDate },
   );
   return (
     <EntityLinkPicker

src/components/settings/account-section/__tests__/avatar-initials.test.tsx

@@ -0,0 +1,39 @@
+/**
+ * The avatar fallback on the settings card spells the name the rest of the
+ * app shows. It used to take its letters from the login, so an account named
+ * "Robin Example" with the login "rex" read "RE" in the top bar and the
+ * sidebar and "R" here.
+ */
+import { describe, expect, it, vi } from "vitest";
+import { renderToStaticMarkup } from "react-dom/server";
+
+vi.mock("@tanstack/react-query", () => ({
+  useMutation: () => ({ mutate: vi.fn(), isPending: false }),
+}));
+
+vi.mock("@/hooks/use-auth", () => ({
+  useAuth: () => ({
+    user: {
+      id: "u1",
+      username: "rex",
+      displayName: "Robin Example",
+      avatarUrl: null,
+    },
+    refetch: vi.fn(),
+  }),
+}));
+
+import { I18nProvider } from "@/lib/i18n/context";
+import { AvatarSection } from "../avatar-section";
+
+describe("the settings avatar fallback", () => {
+  it("builds its initials from the display name, not the login", () => {
+    const html = renderToStaticMarkup(
+      <I18nProvider initialLocale="en">
+        <AvatarSection />
+      </I18nProvider>,
+    );
+    expect(html).toContain(">RE<");
+    expect(html).not.toContain(">R<");
+  });
+});

src/components/settings/account-section/avatar-section.tsx

@@ -13,6 +13,7 @@ import { SettingsCard } from "@/components/settings/settings-card";
 import { SettingsCardHeader } from "@/components/settings/_card-header";
 import { apiFetchRaw } from "@/lib/api/api-fetch";
 import { statusText, type StatusMessage } from "./account-section-utils";
+import { accountName, nameInitials } from "@/lib/account-name";
 
 // Accepted upload types + byte cap mirror the server contract in
 // `src/app/api/user/avatar/route.ts` so the client rejects an obvious
@@ -21,14 +22,6 @@ import { statusText, type StatusMessage } from "./account-section-utils";
 const ACCEPTED_AVATAR_TYPES = ["image/jpeg", "image/png", "image/webp"];
 const AVATAR_MAX_UPLOAD_BYTES = 2 * 1024 * 1024;
 
-function getAvatarInitials(name: string): string {
-  return name
-    .split(/[\s._-]+/)
-    .slice(0, 2)
-    .map((s) => s[0]?.toUpperCase() ?? "")
-    .join("");
-}
-
 export function AvatarSection() {
   const { t } = useTranslations();
   const { user, refetch } = useAuth();
@@ -123,9 +116,9 @@ export function AvatarSection() {
       </p>
       <div className="flex items-center gap-4">
         <Avatar className="size-16">
-          {avatarUrl && <AvatarImage src={avatarUrl} alt={user.username} />}
+          {avatarUrl && <AvatarImage src={avatarUrl} alt={accountName(user)} />}
           <AvatarFallback className="text-base">
-            {getAvatarInitials(user.username)}
+            {nameInitials(accountName(user))}
           </AvatarFallback>
         </Avatar>
         <div className="flex flex-wrap gap-2">

src/lib/__tests__/account-name.test.ts

@@ -1,6 +1,6 @@
 import { describe, expect, it } from "vitest";
 
-import { accountName } from "../account-name";
+import { accountName, nameInitials, patientName } from "../account-name";
 
 describe("accountName", () => {
   it("names the account by its display name when one is set", () => {
@@ -19,3 +19,41 @@ describe("accountName", () => {
     expect(accountName({ username: "jdoe" })).toBe("jdoe");
   });
 });
+
+describe("patientName", () => {
+  const own = {
+    username: "jdoe",
+    displayName: null,
+    fullName: null,
+    managedProfileAt: null,
+  };
+  const managed = {
+    username: "managed-3f9a0c1d2e3f4a5b6c7d8e9f0a1b2c3d4e5f",
+    displayName: null,
+    fullName: null,
+    managedProfileAt: new Date("2026-01-01T00:00:00.000Z"),
+  };
+
+  it("prefers the full name, then the display name, then the login", () => {
+    expect(
+      patientName({ ...own, fullName: "Jane Doe", displayName: "Jane" }),
+    ).toBe("Jane Doe");
+    expect(patientName({ ...own, fullName: "  ", displayName: "Jane" })).toBe(
+      "Jane",
+    );
+    expect(patientName(own)).toBe("jdoe");
+  });
+
+  it("never prints a managed record's generated login", () => {
+    expect(patientName({ ...managed, displayName: "Robin" })).toBe("Robin");
+    expect(patientName(managed)).toBeNull();
+  });
+});
+
+describe("nameInitials", () => {
+  it("takes the first letter of the first two words", () => {
+    expect(nameInitials("Jane Doe")).toBe("JD");
+    expect(nameInitials("max.mustermann")).toBe("MM");
+    expect(nameInitials("Robin")).toBe("R");
+  });
+});

src/lib/__tests__/doctor-report-pdf-core.test.ts

@@ -27,7 +27,7 @@ function makeData(overrides?: Partial<DoctorReportData>): DoctorReportData {
       end: "2026-05-03T12:00:00.000Z",
     },
     patient: {
-      username: "testuser",
+      name: "testuser",
       dateOfBirth: "1985-06-15T00:00:00.000Z",
       gender: "MALE",
       heightCm: 182,
@@ -1003,12 +1003,11 @@ describe("doctor-report emergency first page", () => {
 });
 
 describe("extracted doctor-report section boundaries", () => {
-  it("header/profile prefers the legal name and renders insurance identity", async () => {
+  it("header/profile prints the resolved name and renders insurance identity", async () => {
     const data = makeData({
       patient: {
         ...makeData().patient,
-        fullName: "Ada Lovelace",
-        username: "ignored-handle",
+        name: "Ada Lovelace",
         insurerName: "Example Health",
       },
     });
@@ -1022,7 +1021,6 @@ describe("extracted doctor-report section boundaries", () => {
     });
     const text = await extractText(bytes);
     expect(text).toContain("Ada Lovelace");
-    expect(text).not.toContain("ignored-handle");
     expect(text).toContain("Example Health");
     expect(text).toContain("A123456789");
   });
@@ -1178,6 +1176,63 @@ describe("doctor report — the user's date order", () => {
     );
     expect(text).toContain("05/03/2026");
   });
+
+  it("prints the date of birth on its own day west of UTC", async () => {
+    const { t } = getServerTranslator("en");
+    const text = await extractText(
+      renderDoctorReportPdfBytes(
+        makeData({
+          patient: {
+            ...makeData().patient,
+            // Stored at UTC midnight: 13 May, 20:00 in New York.
+            dateOfBirth: "1960-05-14T00:00:00.000Z",
+          },
+        }),
+        {
+          t,
+          locale: "en",
+          now: FIXED_NOW,
+          userTz: "America/New_York",
+          timeFormat: "AUTO",
+          dateFormat: "AUTO",
+        },
+      ),
+    );
+    expect(text).toContain("05/14/1960");
+    expect(text).not.toContain("05/13/1960");
+  });
+
+  it("dates a vaccination on its own day west of UTC", async () => {
+    const { t } = getServerTranslator("en");
+    const text = await extractText(
+      renderDoctorReportPdfBytes(
+        makeData({
+          immunizations: [
+            {
+              // A dose date at UTC midnight: 10 April, 20:00 in New York.
+              occurredAt: "2026-04-11T00:00:00.000Z",
+              antigenSlug: null,
+              vaccineName: "Influenza",
+              lotNumber: null,
+              site: null,
+              practitionerName: null,
+              series: [],
+            },
+          ],
+        }),
+        {
+          t,
+          locale: "en",
+          now: FIXED_NOW,
+          userTz: "America/New_York",
+          timeFormat: "AUTO",
+          dateFormat: "AUTO",
+        },
+      ),
+    );
+    expect(text).toContain("04/11/2026");
+    expect(text).not.toContain("04/10/2026");
+  });
 });
 
 // ── script coverage ── the report is read in every shipped locale and carries

src/lib/account-name.ts

@@ -11,3 +11,39 @@ export function accountName(user: {
   const displayName = user.displayName?.trim();
   return displayName ? displayName : user.username;
 }
+
+/** The columns `patientName()` reads, for a Prisma `select`. */
+export const PATIENT_NAME_SELECT = {
+  username: true,
+  displayName: true,
+  fullName: true,
+  managedProfileAt: true,
+} as const;
+
+/**
+ * The name a clinical document gives a person: the full name when one is
+ * set, the display name next, the login last. A managed record's login is a
+ * handle generated when the record was created (`managed-<hex>`), not a name
+ * anybody chose, so it never prints; with no other name the line is left out.
+ */
+export function patientName(user: {
+  username: string;
+  displayName: string | null;
+  fullName: string | null;
+  managedProfileAt: Date | null;
+}): string | null {
+  const fullName = user.fullName?.trim();
+  if (fullName) return fullName;
+  const displayName = user.displayName?.trim();
+  if (displayName) return displayName;
+  return user.managedProfileAt ? null : user.username;
+}
+
+/** Up to two letters for an avatar, from a name such as `accountName()`. */
+export function nameInitials(name: string): string {
+  return name
+    .split(/[\s._-]+/)
+    .slice(0, 2)
+    .map((s) => s[0]?.toUpperCase() ?? "")
+    .join("");
+}

src/lib/analytics/__tests__/effective-range.test.ts

@@ -1,4 +1,6 @@
 import { describe, it, expect } from "vitest";
+import { thresholdsUpdateSchema } from "@/lib/validations/thresholds";
+import { buildBandsFromTrafficRange } from "@/lib/analytics/value-bands";
 import {
   getEffectiveRange,
   getAllEffectiveRanges,
@@ -313,3 +315,37 @@ describe("resolveWeightTargetOverride", () => {
     expect(resolveWeightTargetOverride(undefined)).toBeNull();
   });
 });
+
+describe("a child's weight target", () => {
+  // A guardian keeping a record for a six-year-old sets 20 to 23 kg. The old
+  // 30 kg floor refused it with nothing but "please check your entries", and
+  // the chart's hard-coded 30 kg lower edge dropped the low red zone.
+  const child = { WEIGHT: { min: 20, max: 23 } };
+
+  it("is accepted by the same schema both save paths parse", () => {
+    expect(thresholdsUpdateSchema.safeParse(child).success).toBe(true);
+    expect(
+      thresholdsUpdateSchema.safeParse({ WEIGHT: { min: 0.5, max: 3 } })
+        .success,
+    ).toBe(false);
+  });
+
+  it("paints every band below and above the target", () => {
+    const range = getEffectiveRange(
+      "WEIGHT",
+      { heightCm: 118, dateOfBirth: null, gender: null },
+      child,
+    ).range!;
+    const bands = buildBandsFromTrafficRange(range, {
+      lowerBound: METRIC_BOUNDS.WEIGHT.min,
+      upperBound: 250,
+    });
+    expect(bands.map((band) => band.color)).toEqual([
+      "var(--destructive)",
+      "var(--warning)",
+      "var(--success)",
+      "var(--warning)",
+      "var(--destructive)",
+    ]);
+  });
+});

src/lib/analytics/effective-range.ts

@@ -15,6 +15,7 @@
  * consistently.
  */
 
+import { VALUE_RANGES } from "@/lib/measurements/value-ranges";
 import { binaryReferenceSex } from "@/lib/profile/sex";
 import { getBpTargets, type BpTargets } from "./bp-targets";
 import {
@@ -65,7 +66,10 @@ export const METRIC_BOUNDS: Record<
   ThresholdMetric,
   { min: number; max: number; unit: string }
 > = {
-  WEIGHT: { min: 30, max: 300, unit: "kg" },
+  // The floor is the measurement floor: a target refused for a weight the
+  // record can hold (a child's 20 kg under a 30 kg floor) left a guardian
+  // with nothing but "please check your entries".
+  WEIGHT: { min: VALUE_RANGES.WEIGHT.min, max: 300, unit: "kg" },
   BLOOD_PRESSURE_SYS: { min: 80, max: 220, unit: "mmHg" },
   BLOOD_PRESSURE_DIA: { min: 40, max: 140, unit: "mmHg" },
   PULSE: { min: 30, max: 220, unit: "bpm" },

src/lib/analytics/value-bands.ts

@@ -100,10 +100,9 @@ export function buildWeightRangeFromHeight(heightCm: number): TrafficRange {
  */
 export function buildBandsFromTrafficRange(
   range: TrafficRange,
-  options: { lowerBound?: number; upperBound?: number } = {},
+  options: { lowerBound: number; upperBound: number },
 ): ValueBand[] {
-  const lowerBound = options.lowerBound ?? 30;
-  const upperBound = options.upperBound ?? 250;
+  const { lowerBound, upperBound } = options;
 
   return [
     {
@@ -139,16 +138,6 @@ export function buildBandsFromTrafficRange(
   ].filter((band) => band.max > band.min);
 }
 
-export function buildWeightBandsFromHeight(
-  heightCm: number,
-  options: { lowerBound?: number; upperBound?: number } = {},
-): ValueBand[] {
-  return buildBandsFromTrafficRange(
-    buildWeightRangeFromHeight(heightCm),
-    options,
-  );
-}
-
 /**
  * Body-fat target range — the "green" band shown on the dashboard /
  * targets page / chart value-bands.

src/lib/dashboard/__tests__/target-bands.test.ts

@@ -10,10 +10,11 @@ import { describe, it, expect } from "vitest";
 
 import { buildTargetBands } from "../snapshot";
 import { getBpTargets } from "@/lib/analytics/bp-targets";
+import { METRIC_BOUNDS } from "@/lib/analytics/effective-range";
 import {
   buildTrafficLightBands,
   buildTrafficRange,
-  buildWeightBandsFromHeight,
+  buildBandsFromTrafficRange,
   buildWeightRangeFromHeight,
   getBodyFatTargetRange,
 } from "@/lib/analytics/value-bands";
@@ -38,8 +39,8 @@ function clientBands(profile: {
     ? buildWeightRangeFromHeight(profile.heightCm)
     : null;
   const weightBands = profile.heightCm
-    ? buildWeightBandsFromHeight(profile.heightCm, {
-        lowerBound: 30,
+    ? buildBandsFromTrafficRange(buildWeightRangeFromHeight(profile.heightCm), {
+        lowerBound: METRIC_BOUNDS.WEIGHT.min,
         upperBound: 250,
       })
     : null;

src/lib/dashboard/bands.ts

@@ -32,6 +32,7 @@ import {
 import { binaryReferenceSex, type ProfileSex } from "@/lib/profile/sex";
 import {
   getEffectiveRange,
+  METRIC_BOUNDS,
   resolveEffectiveBpTargets,
   resolveThresholdOverride,
   type ThresholdMetric,
@@ -136,7 +137,7 @@ export function buildDashboardBands(profile: {
     (profile.heightCm ? buildWeightRangeFromHeight(profile.heightCm) : null);
   const weightBands = weightRange
     ? buildBandsFromTrafficRange(weightRange, {
-        lowerBound: 30,
+        lowerBound: METRIC_BOUNDS.WEIGHT.min,
         upperBound: 250,
       })
     : null;

src/lib/day/__tests__/date-only-sections.test.ts

@@ -0,0 +1,184 @@
+/**
+ * A vaccination and an allergy onset carry a date, not a time of day: a dose
+ * is stored at UTC midnight on its date, an onset typed in the form at noon
+ * UTC. The day view, the day index and the timeline used to read both as
+ * instants in the person's zone, so west of UTC a dose sat on the previous
+ * day, and the day view printed a clock time nobody entered ("01:00" for a
+ * dose in Berlin).
+ *
+ * The rows below are filtered by the window each reader asks for, so the
+ * assertions read which day a row lands on, not how the query is spelled.
+ */
+import { beforeEach, describe, expect, it, vi } from "vitest";
+
+type Row = Record<string, unknown>;
+
+const { tables } = vi.hoisted(() => ({
+  tables: {} as Record<string, Row[]>,
+}));
+
+function inWindow(value: unknown, window: unknown): boolean {
+  if (window === undefined) return true;
+  if (!(value instanceof Date)) return false;
+  const { gte, lt } = window as { gte?: Date; lt?: Date };
+  return (!gte || value >= gte) && (!lt || value < lt);
+}
+
+vi.mock("@/lib/db", () => {
+  const model = (name: string) => ({
+    findMany: async (args?: { where?: Record<string, unknown> }) => {
+      const where = args?.where ?? {};
+      return (tables[name] ?? []).filter(
+        (row) =>
+          inWindow(row.occurredAt, where.occurredAt) &&
+          inWindow(row.onsetAt, where.onsetAt),
+      );
+    },
+  });
+  return {
+    prisma: new Proxy({} as Record<string, unknown>, {
+      get: (_target, name: string) => model(name),
+    }),
+  };
+});
+
+vi.mock("@/lib/day/daily-stats", () => ({
+  readLocalDaysWithReadings: async () => [],
+}));
+vi.mock("@/lib/day/notable", () => ({ loadNotableRange: async () => [] }));
+vi.mock("@/lib/rollups/measurement-read", () => ({
+  loadUserSourcePriority: async () => null,
+}));
+
+import { RECORD_SECTION_READERS, type DayFrame } from "@/lib/day/records";
+import { loadDayIndex } from "@/lib/day/day-index";
+import { loadSinceLastVisit } from "@/lib/day/visit-preparation";
+import type { DaySectionKey } from "@/lib/day/contract";
+import type { DayAccess } from "@/lib/day/sections";
+import { LANE_READERS, type TimelineAccess } from "@/lib/timeline/lanes";
+import { MODULE_KEYS } from "@/lib/modules/gate";
+import { startOfLocalDayKey } from "@/lib/tz/local-day";
+import { shiftDateKey } from "@/lib/tz/format";
+
+const TZ = "America/New_York";
+
+function frame(day: string): DayFrame {
+  return {
+    userId: "u1",
+    day,
+    tz: TZ,
+    dayStart: startOfLocalDayKey(day, TZ),
+    dayEnd: startOfLocalDayKey(shiftDateKey(day, 1), TZ),
+    documentsReadable: false,
+  };
+}
+
+beforeEach(() => {
+  tables.vaccinationRecord = [
+    {
+      id: "dose-1",
+      occurredAt: new Date("2026-11-11T00:00:00.000Z"),
+      vaccineName: "Influenza",
+      antigenSlug: null,
+      doseNumber: null,
+      noteEncrypted: null,
+      customVaccine: null,
+    },
+  ];
+  tables.allergy = [
+    {
+      id: "allergy-1",
+      substance: "Penicillin",
+      onsetAt: new Date("2026-11-11T12:00:00.000Z"),
+      severity: null,
+      status: "ACTIVE",
+    },
+  ];
+});
+
+describe("the day view", () => {
+  it("files a dose and an allergy onset under their own date west of UTC", async () => {
+    const dose = await RECORD_SECTION_READERS.vaccinations!(
+      frame("2026-11-11"),
+    );
+    const onset = await RECORD_SECTION_READERS.allergies!(frame("2026-11-11"));
+    expect(dose.events.map((e) => e.id)).toEqual(["dose-1"]);
+    expect(onset.events.map((e) => e.id)).toEqual(["allergy-1"]);
+
+    const before = await RECORD_SECTION_READERS.vaccinations!(
+      frame("2026-11-10"),
+    );
+    expect(before.events).toEqual([]);
+  });
+
+  it("gives neither a clock time", async () => {
+    const dose = await RECORD_SECTION_READERS.vaccinations!(
+      frame("2026-11-11"),
+    );
+    const onset = await RECORD_SECTION_READERS.allergies!(frame("2026-11-11"));
+    expect(dose.events[0].at).toBeNull();
+    expect(onset.events[0].at).toBeNull();
+  });
+});
+
+describe("the day index", () => {
+  it("marks the date itself, not the evening before", async () => {
+    const access = {
+      readable: new Set<DaySectionKey>(["vaccinations", "allergies"]),
+      notShared: [],
+      modules: {},
+      moduleOff: [],
+    } as unknown as DayAccess;
+    const index = await loadDayIndex({
+      recordId: "u1",
+      from: "2026-11-01",
+      to: "2026-11-30",
+      access,
+      tz: TZ,
+    });
+    expect(index.days).toEqual({
+      "2026-11-11": ["allergies", "vaccinations"],
+    });
+  });
+});
+
+describe("the visit preparation", () => {
+  it("lists a dose under its own date", async () => {
+    const window = await loadSinceLastVisit({
+      recordId: "u1",
+      access: {
+        readable: new Set<DaySectionKey>(["vaccinations"]),
+        notShared: [],
+        modules: {},
+        moduleOff: [],
+      } as unknown as DayAccess,
+      tz: TZ,
+      today: "2026-11-30",
+      from: "2026-11-11",
+      to: "2026-11-30",
+    });
+    expect(window.changes.map((c) => [c.date, c.kind])).toEqual([
+      ["2026-11-11", "vaccination"],
+    ]);
+  });
+});
+
+describe("the timeline", () => {
+  it("starts a dose and an allergy on their own date", async () => {
+    const laneFrame = {
+      userId: "u1",
+      tz: TZ,
+      access: {
+        modules: Object.fromEntries(
+          MODULE_KEYS.map((key) => [key, true]),
+        ) as TimelineAccess["modules"],
+        domainVisible: () => true,
+        owner: true,
+      },
+    };
+    const doses = await LANE_READERS.vaccinations(laneFrame);
+    const allergies = await LANE_READERS.allergies(laneFrame);
+    expect(doses.items[0].start).toBe("2026-11-11");
+    expect(allergies.items[0].start).toBe("2026-11-11");
+  });
+});

src/lib/day/day-index.ts

@@ -33,7 +33,11 @@ import { SCREENER_INSTRUMENTS } from "@/lib/validations/mental-health";
 import { TRACKED_INTAKE_EVENT_WHERE } from "@/lib/medications/intake-tracking";
 import { effectiveMoodTz } from "@/lib/mood/date-key";
 import { loadUserSourcePriority } from "@/lib/rollups/measurement-read";
-import { dateOnlyKey, dayKeyAsUtcMidnight } from "@/lib/tz/date-only";
+import {
+  dateOnlyKey,
+  dateOnlyWindow,
+  dayKeyAsUtcMidnight,
+} from "@/lib/tz/date-only";
 import { shiftDateKey, userDayKey } from "@/lib/tz/format";
 import { startOfLocalDayKey } from "@/lib/tz/local-day";
 
@@ -102,6 +106,21 @@ const instantWindow = (frame: IndexFrame) => ({
   lt: frame.end,
 });
 
+const calendarWindow = (frame: IndexFrame) =>
+  dateOnlyWindow(frame.from, frame.to);
+
+/** Mark the calendar date of every date-only value. */
+function markDates(
+  frame: IndexFrame,
+  section: DaySectionKey,
+  dates: ReadonlyArray<Date | null>,
+): void {
+  for (const date of dates) {
+    if (date)
+      mark(frame.marks, dateOnlyKey(date), section, frame.from, frame.to);
+  }
+}
+
 /** The per-section readers of the index. */
 const INDEX_READERS: Partial<
   Record<DaySectionKey, (frame: IndexFrame) => Promise<void>>
@@ -232,11 +251,11 @@ const INDEX_READERS: Partial<
       where: {
         userId: frame.userId,
         deletedAt: null,
-        onsetAt: instantWindow(frame),
+        onsetAt: calendarWindow(frame),
       },
       select: { onsetAt: true },
     });
-    markInstants(
+    markDates(
       frame,
       "allergies",
       rows.map((r) => r.onsetAt),
@@ -278,11 +297,11 @@ const INDEX_READERS: Partial<
       where: {
         userId: frame.userId,
         deletedAt: null,
-        occurredAt: instantWindow(frame),
+        occurredAt: calendarWindow(frame),
       },
       select: { occurredAt: true },
     });
-    markInstants(
+    markDates(
       frame,
       "vaccinations",
       rows.map((r) => r.occurredAt),
@@ -305,24 +324,20 @@ const INDEX_READERS: Partial<
     );
   },
   async documents(frame) {
-    const start = dayKeyAsUtcMidnight(frame.from);
-    const end = dayKeyAsUtcMidnight(shiftDateKey(frame.to, 1));
+    const days = calendarWindow(frame);
     const rows = await prisma.inboundDocument.findMany({
       where: {
         userId: frame.userId,
         deletedAt: null,
-        OR: [
-          { reportDate: { gte: start, lt: end } },
-          { reportDate: null, documentDate: { gte: start, lt: end } },
-        ],
+        OR: [{ reportDate: days }, { reportDate: null, documentDate: days }],
       },
       select: { reportDate: true, documentDate: true },
     });
-    for (const row of rows) {
-      const date = row.reportDate ?? row.documentDate;
-      if (date)
-        mark(frame.marks, dateOnlyKey(date), "documents", frame.from, frame.to);
-    }
+    markDates(
+      frame,
+      "documents",
+      rows.map((r) => r.reportDate ?? r.documentDate),
+    );
   },
   async mood(frame) {
     const rows = await prisma.moodEntry.findMany({

src/lib/day/records.ts

@@ -39,7 +39,11 @@ import { phaseForDate } from "@/lib/cycle/engine-adapter";
 import { LUTEAL_DEFAULT } from "@/lib/cycle/types";
 import { resolveCycleDay } from "@/lib/cycle/verdict";
 import { effectiveMoodTz } from "@/lib/mood/date-key";
-import { dateOnlyKey, dayKeyAsUtcMidnight } from "@/lib/tz/date-only";
+import {
+  dateOnlyKey,
+  dateOnlyWindow,
+  dayKeyAsUtcMidnight,
+} from "@/lib/tz/date-only";
 import { daysBetweenDateKeys, shiftDateKey, userDayKey } from "@/lib/tz/format";
 import { visitPath } from "@/lib/encounters/visit-links";
 import {
@@ -578,15 +582,15 @@ async function allergiesPart(frame: DayFrame): Promise<SectionPart> {
     where: {
       userId: frame.userId,
       deletedAt: null,
-      onsetAt: { gte: frame.dayStart, lt: frame.dayEnd },
+      onsetAt: dateOnlyWindow(frame.day),
     },
-    select: { id: true, substance: true, onsetAt: true, severity: true },
+    select: { id: true, substance: true, severity: true },
   });
   return {
     running: [],
     events: rows.map((row) =>
       event({
-        at: row.onsetAt ? row.onsetAt.toISOString() : null,
+        at: null, // a date without a time of day
         kind: "allergyOnset",
         section: "allergies",
         id: row.id,
@@ -648,11 +652,10 @@ async function vaccinationsPart(frame: DayFrame): Promise<SectionPart> {
     where: {
       userId: frame.userId,
       deletedAt: null,
-      occurredAt: { gte: frame.dayStart, lt: frame.dayEnd },
+      occurredAt: dateOnlyWindow(frame.day),
     },
     select: {
       id: true,
-      occurredAt: true,
       vaccineName: true,
       antigenSlug: true,
       doseNumber: true,
@@ -670,7 +673,7 @@ async function vaccinationsPart(frame: DayFrame): Promise<SectionPart> {
     running: [],
     events: rows.map((row) =>
       event({
-        at: row.occurredAt.toISOString(),
+        at: null, // a date without a time of day
         kind: "vaccination",
         section: "vaccinations",
         id: row.id,
@@ -761,18 +764,13 @@ async function checkupsPart(frame: DayFrame): Promise<SectionPart> {
 
 async function documentsPart(frame: DayFrame): Promise<SectionPart> {
   // A document's date is a calendar date stored at noon UTC (older rows at
-  // UTC midnight): both anchors fall inside this UTC calendar day, and the
-  // date key decides. The stated report date wins over the filing date.
-  const start = dayKeyAsUtcMidnight(frame.day);
-  const end = dayKeyAsUtcMidnight(shiftDateKey(frame.day, 1));
+  // UTC midnight). The stated report date wins over the filing date.
+  const day = dateOnlyWindow(frame.day);
   const rows = await prisma.inboundDocument.findMany({
     where: {
       userId: frame.userId,
       deletedAt: null,
-      OR: [
-        { reportDate: { gte: start, lt: end } },
-        { reportDate: null, documentDate: { gte: start, lt: end } },
-      ],
+      OR: [{ reportDate: day }, { reportDate: null, documentDate: day }],
     },
     select: {
       id: true,

src/lib/day/visit-preparation.ts

@@ -23,7 +23,11 @@ import { openText } from "@/lib/day/records";
 import { measurementTypeVisible, type DayAccess } from "@/lib/day/sections";
 import { prisma } from "@/lib/db";
 import { loadUserSourcePriority } from "@/lib/rollups/measurement-read";
-import { dateOnlyKey, dayKeyAsUtcMidnight } from "@/lib/tz/date-only";
+import {
+  dateOnlyKey,
+  dateOnlyWindow,
+  dayKeyAsUtcMidnight,
+} from "@/lib/tz/date-only";
 import { daysBetweenDateKeys, shiftDateKey, userDayKey } from "@/lib/tz/format";
 import { startOfLocalDayKey } from "@/lib/tz/local-day";
 import { visitPath } from "@/lib/encounters/visit-links";
@@ -240,7 +244,7 @@ async function vaccinationChanges(w: Window): Promise<DayChange[]> {
     where: {
       userId: w.userId,
       deletedAt: null,
-      occurredAt: { gte: w.start, lt: w.end },
+      occurredAt: dateOnlyWindow(w.from, w.to), // a date, not an instant
     },
     select: {
       id: true,
@@ -251,7 +255,7 @@ async function vaccinationChanges(w: Window): Promise<DayChange[]> {
     },
   });
   return rows.map((row) =>
-    change(userDayKey(row.occurredAt, w.tz), "vaccinations", {
+    change(dateOnlyKey(row.occurredAt), "vaccinations", {
       kind: "vaccination",
       id: row.id,
       title:

src/lib/doctor-report-pdf-core.ts

@@ -31,6 +31,7 @@ import {
 } from "./format-locale";
 import type { Locale } from "./i18n/config";
 import { isValidTimezone } from "./tz/format";
+import { formatDate } from "./date-format";
 import type { DoctorReportData } from "./doctor-report-data";
 import { buildEmergencyFirstPageSection } from "./doctor-report-pdf/emergency-first-page-section";
 import { buildHeaderProfileSection } from "./doctor-report-pdf/header-profile-section";
@@ -146,6 +147,8 @@ export function buildDoctorReportPdfDocument(
   const num = (value: number, decimals = 1) =>
     formatters.number(value, decimals);
   const fmtDate = (iso: string) => formatters.date(iso);
+  const fmtCalendarDate = (iso: string) =>
+    formatDate(iso.slice(0, 10), dateFormat, locale);
   const footerTz =
     userTz && isValidTimezone(userTz) ? userTz : DEFAULT_TIMEZONE;
 
@@ -164,7 +167,7 @@ export function buildDoctorReportPdfDocument(
     title: t("doctorReport.title"),
     subject: t("doctorReport.subtitle"),
     creator: "HealthLog",
-    author: data.patient.fullName ?? data.patient.username ?? "HealthLog",
+    author: data.patient.name ?? "HealthLog",
   });
   const pageWidth = doc.internal.pageSize.getWidth();
   const pageHeight = doc.internal.pageSize.getHeight();
@@ -187,6 +190,7 @@ export function buildDoctorReportPdfDocument(
     t,
     num,
     fmtDate,
+    fmtCalendarDate,
     dateShort: formatters.dateShort,
     dateTime: formatters.dateTime,
     now,

src/lib/doctor-report-pdf/__tests__/activity-effect-sections.test.ts

@@ -97,7 +97,7 @@ function data(overrides: Partial<DoctorReportData> = {}): DoctorReportData {
       end: "2026-05-03T12:00:00.000Z",
     },
     patient: {
-      username: null,
+      name: null,
       dateOfBirth: null,
       gender: null,
       heightCm: null,

src/lib/doctor-report-pdf/__tests__/header-profile-gender.test.ts

@@ -32,8 +32,7 @@ function renderPatientLines(gender: string | null): string[] {
     doc,
     data: {
       patient: {
-        username: "testuser",
-        fullName: null,
+        name: "testuser",
         dateOfBirth: null,
         gender,
         heightCm: null,

src/lib/doctor-report-pdf/clinical-records-notes-section.ts

@@ -422,7 +422,7 @@ export function buildClinicalRecordsNotesSection(
     };
 
     const immunizationRows = data.immunizations.map((row) => [
-      fmtDate(row.occurredAt),
+      context.fmtCalendarDate(row.occurredAt),
       row.antigenSlug
         ? t(`vaccinations.catalog.${row.antigenSlug}`)
         : (row.vaccineName ?? "—"),

src/lib/doctor-report-pdf/header-profile-section.ts

@@ -16,6 +16,7 @@ export function buildHeaderProfileSection(
     t,
     num,
     fmtDate,
+    fmtCalendarDate,
     now,
     insuranceNumber,
     margin,
@@ -62,16 +63,13 @@ export function buildHeaderProfileSection(
   doc.setFontSize(9);
   doc.setTextColor(80, 80, 80);
   const patientInfo: string[] = [];
-  // v1.7.0 — prefer the legal full name on the cover; fall back to the
-  // username when no full name is set (collapses exactly like the
-  // practice name when neither is present).
-  const patientName = data.patient.fullName ?? data.patient.username ?? null;
-  if (patientName) {
-    patientInfo.push(`${t("doctorReport.patient")}: ${patientName}`);
+  // Collapses like the practice name when the record has no name to print.
+  if (data.patient.name) {
+    patientInfo.push(`${t("doctorReport.patient")}: ${data.patient.name}`);
   }
   if (data.patient.dateOfBirth) {
     patientInfo.push(
-      `${t("doctorReport.dateOfBirth")}: ${fmtDate(data.patient.dateOfBirth)}`,
+      `${t("doctorReport.dateOfBirth")}: ${fmtCalendarDate(data.patient.dateOfBirth)}`,
     );
   }
   if (data.patient.gender) {

src/lib/doctor-report-pdf/render-context.ts

@@ -22,6 +22,12 @@ export interface DoctorReportPdfRenderContext {
   t: DoctorReportTranslator;
   num: DoctorReportNumberFormatter;
   fmtDate: (iso: string) => string;
+  /**
+   * A date-only value (a date of birth, a dose date): its calendar date, the
+   * same in every zone. `fmtDate` reads an instant in the report zone, which
+   * put a UTC-midnight date on the previous day west of UTC.
+   */
+  fmtCalendarDate: (iso: string) => string;
   dateShort: (iso: string) => string;
   dateTime: (date: Date) => string;
   now: Date;

src/lib/doctor-report-types.ts

@@ -80,17 +80,19 @@ export interface DoctorReportData {
    */
   period: { days: number; since: string; start: string; end: string };
   patient: {
-    username: string | null;
+    /**
+     * The name the cover, the PDF metadata, the FHIR Patient and the share
+     * page print, resolved once by `patientName()`: full name, display name,
+     * login, never a managed record's generated handle. Null prints no line.
+     */
+    name: string | null;
     dateOfBirth: string | null;
     gender: string | null;
     heightCm: number | null;
-    // v1.7.0 — optional patient-identity fields for the export cover +
-    // FHIR Patient. `fullName` + `insurerName` are plaintext columns; the
-    // KVNR is NOT carried here (it's encrypted at rest and decrypted by
-    // the route, then handed to the builders separately). Optional in the
-    // type so pre-v1.7.0 fixtures that omit them still typecheck — the
-    // renderer treats absent and null identically.
-    fullName?: string | null;
+    // `insurerName` is a plaintext column; the KVNR is NOT carried here (it's
+    // encrypted at rest and decrypted by the route, then handed to the
+    // builders separately). Optional so fixtures that omit it still
+    // typecheck; the renderer treats absent and null identically.
     insurerName?: string | null;
     // v1.8.6 — German insurer institution number (IKNR), plaintext. Carried
     // here for the FHIR `Coverage` payor Organization identifier. Optional

src/lib/doctor-report/__tests__/leaf-gating-sweep.test.ts

@@ -130,6 +130,8 @@ function seed() {
   rows.userUnique = [
     {
       username: "owner",
+      displayName: null,
+      managedProfileAt: null,
       dateOfBirth: new Date("1980-05-05T00:00:00.000Z"),
       gender: "OTHER",
       heightCm: 180,
@@ -328,7 +330,7 @@ describe("per-leaf gating sweep", () => {
       0,
     );
     expect(Object.keys(allPayload.compliance).length).toBeGreaterThan(0);
-    expect(allPayload.patient.username).toBe("owner");
+    expect(allPayload.patient.name).toBe("Owner Name");
     expect(allPayload.patient.insurerName).toBe("Sample Insurer");
     expect(allPayload.bmi).not.toBeNull();
     expect(Object.keys(allPayload.glucoseStats).length).toBeGreaterThan(0);
@@ -457,6 +459,47 @@ describe("the derived figures ride their own leaf", () => {
   });
 });
 
+describe("the name the report prints", () => {
+  const identity = selectionFromLeaves(["PATIENT_IDENTITY"]);
+  const asUser = (fields: Record<string, unknown>) => {
+    rows.userUnique = [{ ...(rows.userUnique[0] as object), ...fields }];
+  };
+
+  it("names a managed record by its display name, never its generated login", async () => {
+    asUser({
+      username: "managed-3f9a0c1d2e3f4a5b6c7d8e9f0a1b2c3d4e5f",
+      displayName: "Robin",
+      fullName: null,
+      managedProfileAt: new Date("2026-01-01T00:00:00.000Z"),
+    });
+    const payload = await collectDoctorReportData("u1", RANGE, identity, {
+      moduleMap: moduleMap(),
+    });
+    expect(payload.patient.name).toBe("Robin");
+  });
+
+  it("prints no name for a managed record that has none", async () => {
+    asUser({
+      username: "managed-3f9a0c1d2e3f4a5b6c7d8e9f0a1b2c3d4e5f",
+      displayName: null,
+      fullName: null,
+      managedProfileAt: new Date("2026-01-01T00:00:00.000Z"),
+    });
+    const payload = await collectDoctorReportData("u1", RANGE, identity, {
+      moduleMap: moduleMap(),
+    });
+    expect(payload.patient.name).toBeNull();
+  });
+
+  it("prefers the display name over the login on an own account", async () => {
+    asUser({ username: "owner", displayName: "Jane Doe", fullName: null });
+    const payload = await collectDoctorReportData("u1", RANGE, identity, {
+      moduleMap: moduleMap(),
+    });
+    expect(payload.patient.name).toBe("Jane Doe");
+  });
+});
+
 describe("fail-closed exclusion", () => {
   it("excludes a measurement type the catalogue does not know", () => {
     const gate = resolveReportGate(
@@ -571,7 +614,7 @@ describe("the empty selection serves nothing", () => {
       selectionFromLeaves([]),
       { moduleMap: moduleMap() },
     );
-    expect(payload.patient.username).toBeNull();
+    expect(payload.patient.name).toBeNull();
     expect(payload.patient.insurerName).toBeNull();
     expect(payload.labResults).toBeNull();
     expect(payload.allergies).toBeNull();

src/lib/doctor-report/collect.ts

@@ -84,6 +84,7 @@ import {
   loadLabResults,
 } from "./clinical-records";
 import { dayKeyAsUtcMidnight } from "@/lib/tz/date-only";
+import { PATIENT_NAME_SELECT, patientName } from "@/lib/account-name";
 import { readingsMean } from "@/lib/measurements/day-mean";
 import { loadScreenerUnvalidatedTranslations } from "./screener-translations";
 
@@ -178,7 +179,7 @@ export async function collectDoctorReportData(
   const userProfile = await prisma.user.findUnique({
     where: { id: userId },
     select: {
-      username: true,
+      ...PATIENT_NAME_SELECT,
       dateOfBirth: true,
       gender: true,
       heightCm: true,
@@ -186,7 +187,6 @@ export async function collectDoctorReportData(
       thresholdsJson: true,
       timezone: true,
       sourcePriorityJson: true,
-      fullName: true,
       insurerName: true,
       insurerIkNumber: true,
     },
@@ -720,14 +720,13 @@ export async function collectDoctorReportData(
       end: end.toISOString(),
     },
     patient: {
-      username: identityOn ? (userProfile?.username ?? null) : null,
+      name: identityOn && userProfile ? patientName(userProfile) : null,
       dateOfBirth:
         identityOn && userProfile?.dateOfBirth
           ? userProfile.dateOfBirth.toISOString()
           : null,
       gender: identityOn ? (userProfile?.gender ?? null) : null,
       heightCm: identityOn ? (userProfile?.heightCm ?? null) : null,
-      fullName: identityOn ? (userProfile?.fullName ?? null) : null,
       insurerName: insuranceOn ? (userProfile?.insurerName ?? null) : null,
       insurerIkNumber: insuranceOn
         ? (userProfile?.insurerIkNumber ?? null)

src/lib/fhir/__tests__/build-bundle.test.ts

@@ -69,11 +69,10 @@ function makeData(overrides?: Partial<DoctorReportData>): DoctorReportData {
       end: "2026-05-03T12:00:00.000Z",
     },
     patient: {
-      username: "sample-user",
+      name: "Sample Patient",
       dateOfBirth: "1985-06-15T00:00:00.000Z",
       gender: "MALE",
       heightCm: 182,
-      fullName: "Sample Patient",
       insurerName: "Example Insurer",
     },
     practiceName: null,
@@ -181,11 +180,10 @@ describe("buildFhirDocumentBundle", () => {
     const bundle = buildFhirDocumentBundle(
       makeData({
         patient: {
-          username: "sample-user",
+          name: "Sample Patient",
           dateOfBirth: "1985-06-15T00:00:00.000Z",
           gender: "MALE",
           heightCm: 182,
-          fullName: "Sample Patient",
           insurerName: "Example Insurer",
           insurerIkNumber: "101234567",
         },
@@ -215,11 +213,10 @@ describe("buildFhirDocumentBundle", () => {
     const bundle = buildFhirDocumentBundle(
       makeData({
         patient: {
-          username: "sample-user",
+          name: "Sample Patient",
           dateOfBirth: null,
           gender: null,
           heightCm: null,
-          fullName: "Sample Patient",
           insurerName: "Example Insurer",
           insurerIkNumber: "101234567",
         },
@@ -238,11 +235,10 @@ describe("buildFhirDocumentBundle", () => {
     const bundle = buildFhirDocumentBundle(
       makeData({
         patient: {
-          username: "sample-user",
+          name: "Sample Patient",
           dateOfBirth: null,
           gender: null,
           heightCm: null,
-          fullName: "Sample Patient",
           insurerName: "Example Insurer",
           // no insurerIkNumber
         },
@@ -262,11 +258,10 @@ describe("buildFhirDocumentBundle", () => {
     const bundle = buildFhirDocumentBundle(
       makeData({
         patient: {
-          username: "sample-user",
+          name: "Sample Patient",
           dateOfBirth: null,
           gender: null,
           heightCm: null,
-          fullName: "Sample Patient",
           insurerName: "Example Insurer",
           insurerIkNumber: "101234567",
         },
@@ -284,11 +279,10 @@ describe("buildFhirDocumentBundle", () => {
     const bundle = buildFhirDocumentBundle(
       makeData({
         patient: {
-          username: "sample-user",
+          name: "Sample Patient",
           dateOfBirth: null,
           gender: null,
           heightCm: null,
-          fullName: "Sample Patient",
           // neither insurerName nor insurerIkNumber
         },
       }),
@@ -303,11 +297,10 @@ describe("buildFhirDocumentBundle", () => {
     const bundle = buildFhirDocumentBundle(
       makeData({
         patient: {
-          username: "sample-user",
+          name: "Sample Patient",
           dateOfBirth: null,
           gender: null,
           heightCm: null,
-          fullName: "Sample Patient",
           // neither insurerName nor insurerIkNumber — just a bare KVNR.
         },
       }),

src/lib/fhir/__tests__/conformance.test.ts

@@ -36,11 +36,10 @@ function makeData(overrides?: Partial<DoctorReportData>): DoctorReportData {
       end: "2026-05-03T12:00:00.000Z",
     },
     patient: {
-      username: "sample-user",
+      name: "Sample Patient",
       dateOfBirth: "1985-06-15T00:00:00.000Z",
       gender: "MALE",
       heightCm: 182,
-      fullName: "Sample Patient",
       insurerName: "Example Insurer",
       insurerIkNumber: "101234567",
     },
@@ -286,7 +285,7 @@ describe("document Bundle — identity and resolvability", () => {
       fullBundle(),
       fullBundle({
         patient: {
-          username: "u",
+          name: "u",
           dateOfBirth: null,
           gender: null,
           heightCm: null,
@@ -375,7 +374,7 @@ describe("Patient.gender", () => {
     for (const [stored, expected] of cases) {
       const bundle = fullBundle({
         patient: {
-          username: "u",
+          name: "u",
           dateOfBirth: null,
           gender: stored,
           heightCm: null,

src/lib/fhir/__tests__/cycle-observations.test.ts

@@ -15,7 +15,7 @@ function baseData(overrides?: Partial<DoctorReportData>): DoctorReportData {
       end: "2026-05-03T12:00:00.000Z",
     },
     patient: {
-      username: "sample-user",
+      name: "sample-user",
       dateOfBirth: "1990-06-15T00:00:00.000Z",
       gender: "FEMALE",
       heightCm: 168,

src/lib/fhir/__tests__/glucose-clinical-observations.test.ts

@@ -22,7 +22,7 @@ function makeData(overrides?: Partial<DoctorReportData>): DoctorReportData {
       end: "2026-05-03T12:00:00.000Z",
     },
     patient: {
-      username: "sample-user",
+      name: "sample-user",
       dateOfBirth: "1985-06-15T00:00:00.000Z",
       gender: "MALE",
       heightCm: 182,

src/lib/fhir/__tests__/illness-snomed.test.ts

@@ -18,7 +18,7 @@ function makeData(overrides?: Partial<DoctorReportData>): DoctorReportData {
       end: "2026-05-03T12:00:00.000Z",
     },
     patient: {
-      username: "sample-user",
+      name: "sample-user",
       dateOfBirth: "1985-06-15T00:00:00.000Z",
       gender: "MALE",
       heightCm: 182,

src/lib/fhir/__tests__/lab-observations.test.ts

@@ -17,7 +17,7 @@ function makeData(overrides?: Partial<DoctorReportData>): DoctorReportData {
       end: "2026-05-03T12:00:00.000Z",
     },
     patient: {
-      username: "sample-user",
+      name: "sample-user",
       dateOfBirth: "1985-06-15T00:00:00.000Z",
       gender: "MALE",
       heightCm: 182,

src/lib/fhir/__tests__/terminology-displays.test.ts

@@ -22,7 +22,7 @@ function codings(overrides: Partial<DoctorReportData>): FhirCoding[] {
       start: "2026-02-02T00:00:00.000Z",
       end: "2026-05-03T12:00:00.000Z",
     },
-    patient: { username: "sample-user", dateOfBirth: null, gender: null },
+    patient: { name: "sample-user", dateOfBirth: null, gender: null },
     practiceName: null,
     measurements: {},
     stats: {},
@@ -118,7 +118,7 @@ describe("medication codings", () => {
           start: "2026-02-02T00:00:00.000Z",
           end: "2026-05-03T12:00:00.000Z",
         },
-        patient: { username: "sample-user", dateOfBirth: null, gender: null },
+        patient: { name: "sample-user", dateOfBirth: null, gender: null },
         practiceName: null,
         measurements: {},
         stats: {},

src/lib/fhir/build-bundle.ts

@@ -315,7 +315,7 @@ export function buildFhirDocumentBundle(
   // v1.9.0 — when the aggregator capped the administration set, disclose
   // it in the narrative so the export is honest: it carries the
   // most-recent N of M acted intakes, the oldest having been omitted.
-  const displayName = data.patient.fullName ?? data.patient.username ?? null;
+  const displayName = data.patient.name;
   const truncation = data.medicationAdministrationsTruncation;
   const narrativeText = [
     `Health record for ${escapeXml(displayName ?? "patient")}.`,

src/lib/fhir/resources/patient.ts

@@ -49,8 +49,7 @@ export function patientResource(
     resourceType: "Patient",
     id: PATIENT_RESOURCE_ID,
   };
-  const displayName = data.patient.fullName ?? data.patient.username ?? null;
-  if (displayName) patient.name = [{ text: displayName }];
+  if (data.patient.name) patient.name = [{ text: data.patient.name }];
   const gender = administrativeGender(data.patient.gender);
   if (gender) patient.gender = gender;
   if (data.patient.dateOfBirth) {

src/lib/insights/__tests__/labs-changes.test.ts

@@ -27,6 +27,7 @@ function row(
     sourceHigh?: number | null;
     sourceText?: string | null;
     biomarkerId?: string | null;
+    sourceValue?: number | null;
   } = {},
 ): LabChangeRow {
   return {
@@ -34,6 +35,7 @@ function row(
     biomarkerId: opts.biomarkerId ?? null,
     unit: opts.unit ?? "mg/dL",
     value,
+    sourceValue: opts.sourceValue ?? null,
     referenceLow: opts.low ?? null,
     referenceHigh: opts.high ?? null,
     sourceReferenceLow: opts.sourceLow ?? null,
@@ -179,6 +181,53 @@ describe("summariseLabChanges", () => {
     expect(out.present).toBe(false);
   });
 
+  it("calls a small change in a small value a change", () => {
+    // Two decimals for every analyte rounded this delta to 0: "no change"
+    // for a TSH that more than doubled.
+    const out = summariseLabChanges(
+      [
+        row("TSH", 0.009, "2026-06-01", { unit: "mIU/L" }),
+        row("TSH", 0.004, "2026-03-01", { unit: "mIU/L" }),
+      ],
+      NOW,
+    );
+    expect(out.changes).toEqual([
+      expect.objectContaining({ delta: 0.005, direction: "up" }),
+    ]);
+  });
+
+  it("reads a converted value at the precision its report printed", () => {
+    // 104.83 nmol/L converted to ng/mL is 41.999198717948715.
+    const out = summariseLabChanges(
+      [
+        row("Vitamin D", 41.999198717948715, "2026-06-01", {
+          unit: "ng/mL",
+          sourceValue: 104.83,
+        }),
+        row("Vitamin D", 30, "2026-03-01", { unit: "ng/mL" }),
+      ],
+      NOW,
+    );
+    expect(out.changes).toEqual([
+      expect.objectContaining({
+        latest: 41.999,
+        previous: 30,
+        delta: 11.999,
+        direction: "up",
+      }),
+    ]);
+  });
+
+  it("still calls an unchanged reading flat", () => {
+    const out = summariseLabChanges(
+      [row("LDL", 130, "2026-06-01"), row("LDL", 130, "2026-03-01")],
+      NOW,
+    );
+    expect(out.changes).toEqual([
+      expect.objectContaining({ delta: 0, direction: "flat" }),
+    ]);
+  });
+
   it("reports no delta across two units", () => {
     const out = summariseLabChanges(
       [

src/lib/insights/derived/__tests__/bmi.test.ts

@@ -27,6 +27,12 @@ describe("classifyBmi (WHO)", () => {
   it("obese ≥ 30 (red)", () => {
     expect(classifyBmi(31)).toEqual({ category: "obese", band: "red" });
   });
+  it("puts each WHO cut-off in the upper category, every obesity grade obese", () => {
+    expect(classifyBmi(18.5).category).toBe("normal");
+    expect(classifyBmi(25).category).toBe("overweight");
+    expect(classifyBmi(30).category).toBe("obese");
+    expect(classifyBmi(45)).toEqual({ category: "obese", band: "red" });
+  });
 });
 
 describe("computeBmi", () => {

src/lib/insights/derived/bmi.ts

@@ -25,6 +25,10 @@
  */
 import type { MeasurementType } from "@/generated/prisma/client";
 import { prisma } from "@/lib/db";
+import {
+  classifyBMI,
+  type BmiClassification,
+} from "@/lib/analytics/classifications";
 import {
   buildInsufficient,
   buildOk,
@@ -63,15 +67,32 @@ export interface BmiValue {
   series: number[];
 }
 
-/** WHO category + band for a BMI value. Pure. */
+const CATEGORY_OF: Readonly<Record<string, BmiCategory>> = {
+  Underweight: "underweight",
+  Normal: "normal",
+  Overweight: "overweight",
+};
+
+const BAND_OF: Readonly<Record<BmiClassification["severity"], BmiBand>> = {
+  normal: "green",
+  warning: "yellow",
+  danger: "red",
+};
+
+/**
+ * WHO category + band for a BMI value, in this payload's vocabulary. The
+ * cut-offs are `classifyBMI`'s, so the derived card and the targets panel
+ * cannot disagree about where a reading falls. Pure.
+ */
 export function classifyBmi(bmi: number): {
   category: BmiCategory;
   band: BmiBand;
 } {
-  if (bmi < 18.5) return { category: "underweight", band: "yellow" };
-  if (bmi < 25) return { category: "normal", band: "green" };
-  if (bmi < 30) return { category: "overweight", band: "yellow" };
-  return { category: "obese", band: "red" };
+  const { category, severity } = classifyBMI(bmi);
+  return {
+    category: CATEGORY_OF[category] ?? "obese",
+    band: BAND_OF[severity],
+  };
 }
 
 /**

src/lib/insights/labs-changes.ts

@@ -15,6 +15,7 @@
  * the newest panel is older than `LAB_CHANGE_RECENCY_DAYS`. Neutral framing
  * only — a delta is not a diagnosis.
  */
+import { recordedPrecision } from "@/lib/format/recorded-number";
 import {
   classifyAgainstEffectiveRange,
   resolveEffectiveReferenceRange,
@@ -33,6 +34,11 @@ export interface LabChangeRow extends SourceReferenceRange {
   biomarkerId?: string | null;
   unit: string;
   value: number;
+  /**
+   * The figure the source report printed when `value` was converted from
+   * another unit; it sets the precision the converted value is read at.
+   */
+  sourceValue?: number | null;
   referenceLow: number | null;
   referenceHigh: number | null;
   takenAt: Date;
@@ -41,9 +47,13 @@ export interface LabChangeRow extends SourceReferenceRange {
 export interface LabChange {
   analyte: string;
   unit: string;
+  /** The readings at the precision they were recorded at (`recordedPrecision`). */
   latest: number;
   previous: number;
-  /** Signed latest − previous, rounded to 2dp. */
+  /**
+   * Signed latest − previous, at the finer of the two readings' precisions,
+   * so TSH 0.004 → 0.009 is +0.005 and not a rounded-away 0.
+   */
   delta: number;
   direction: "up" | "down" | "flat";
   status: ReferenceRangeStatus;
@@ -108,8 +118,6 @@ function sameUnit(a: LabChangeRow, b: LabChangeRow): boolean {
   return a.unit.trim().toLowerCase() === b.unit.trim().toLowerCase();
 }
 
-const round2 = (n: number): number => Math.round(n * 100) / 100;
-
 /**
  * Summarise the change between the two most-recent numeric lab panels. `rows`
  * should already be the user's live (non-deleted) numeric results; this helper
@@ -161,14 +169,30 @@ export function summariseLabChanges(
     const previousRow = previous.get(key);
     // A delta across two units is no change, it is a conversion; skip it.
     if (!previousRow || !sameUnit(latestRow, previousRow)) continue;
-    const delta = round2(latestRow.value - previousRow.value);
+    // Each reading at the digits it was recorded with; the delta at the
+    // finer of the two, so it says what the printed figures say.
+    const latestReading = recordedPrecision(
+      latestRow.value,
+      latestRow.sourceValue,
+    );
+    const previousReading = recordedPrecision(
+      previousRow.value,
+      previousRow.sourceValue,
+    );
+    const digits = Math.max(
+      latestReading.fractionDigits,
+      previousReading.fractionDigits,
+    );
+    const delta = Number(
+      (latestReading.value - previousReading.value).toFixed(digits),
+    );
     const direction: LabChange["direction"] =
       delta > 0 ? "up" : delta < 0 ? "down" : "flat";
     changes.push({
       analyte: latestRow.analyte,
       unit: latestRow.unit,
-      latest: latestRow.value,
-      previous: previousRow.value,
+      latest: latestReading.value,
+      previous: previousReading.value,
       delta,
       direction,
       status: classifyAgainstEffectiveRange(

src/lib/mcp/__tests__/doctor-report-module-gate.test.ts

@@ -74,7 +74,7 @@ const REPORT_FIXTURE = {
     start: "2026-03-29T00:00:00.000Z",
     end: "2026-06-27T00:00:00.000Z",
   },
-  patient: { username: "tester" },
+  patient: { name: "tester" },
   stats: { WEIGHT: { avg: 80, min: 79, max: 82, count: 30, latest: 80 } },
   compliance: {},
   medications: [],

src/lib/mcp/__tests__/doctor-visit-summary.test.ts

@@ -29,7 +29,7 @@ function payload(overrides: Partial<DoctorReportData> = {}): DoctorReportData {
       end: "2026-04-01T00:00:00.000Z",
     },
     patient: {
-      username: null,
+      name: null,
       dateOfBirth: null,
       gender: null,
       heightCm: null,

src/lib/mcp/__tests__/prompts.test.ts

@@ -73,8 +73,7 @@ function reportFixture(
       end: "2026-06-27T00:00:00.000Z",
     },
     patient: {
-      username: "tester",
-      fullName: "A Person",
+      name: "A Person",
       dateOfBirth: "1990-01-01",
       gender: "female",
       heightCm: 170,
@@ -213,8 +212,7 @@ describe("doctor_visit_summary — grounding + structure", () => {
         .text,
     );
     const patient = data.patient as Record<string, unknown>;
-    expect(patient).not.toHaveProperty("fullName");
-    expect(patient).not.toHaveProperty("username");
+    expect(patient).not.toHaveProperty("name");
     expect(patient.dateOfBirth).toBe("1990-01-01");
   });
 });

src/lib/mcp/__tests__/resources.test.ts

@@ -224,8 +224,7 @@ describe("healthlog://report/doctor-visit", () => {
         end: "2026-06-27T00:00:00.000Z",
       },
       patient: {
-        username: "tester",
-        fullName: "A Person",
+        name: "A Person",
         dateOfBirth: "1990-01-01",
         gender: "female",
         heightCm: 170,
@@ -267,8 +266,7 @@ describe("healthlog://report/doctor-visit", () => {
     expect(result).toHaveProperty("illnessEpisodes");
     // Patient name never leaks.
     const patient = result.patient as Record<string, unknown>;
-    expect(patient).not.toHaveProperty("fullName");
-    expect(patient).not.toHaveProperty("username");
+    expect(patient).not.toHaveProperty("name");
   });
 
   it("omits absent sections honestly (no zero-fill)", async () => {

src/lib/targets/__tests__/target-unit-display.test.ts

@@ -28,7 +28,7 @@ describe("resolveTargetUnitAdapter — metric account (identity)", () => {
       expect(units.toCanonical(value)).toBe(value);
       expect(units.toDisplayDelta(value)).toBe(value);
     }
-    expect(units.bounds(METRIC_BOUNDS.WEIGHT)).toEqual({ min: 30, max: 300 });
+    expect(units.bounds(METRIC_BOUNDS.WEIGHT)).toEqual({ min: 1, max: 300 });
     expect(units.step).toBe(0.1);
   });
 
@@ -115,9 +115,9 @@ describe("resolveTargetUnitAdapter — imperial weight class", () => {
 
   it("rounds guardrails inward so a value typed at the limit still saves", () => {
     const bounds = units.bounds(METRIC_BOUNDS.WEIGHT);
-    // A naive round of the 30 kg floor gives 66.1 lb, which inverts to
-    // 29.98 kg and the server rejects it. The ceiling keeps it legal.
-    expect(bounds.min).toBe(66.2);
+    // The 1 kg floor is 2.2046 lb: the floor rounds up to 2.3, never down,
+    // so a value typed at the limit converts back inside the window.
+    expect(bounds.min).toBe(2.3);
     expect(bounds.max).toBe(661.3);
     expect(units.toCanonical(bounds.min)).toBeGreaterThanOrEqual(
       METRIC_BOUNDS.WEIGHT.min,
@@ -144,7 +144,7 @@ describe("resolveTargetUnitAdapter — imperial weight class", () => {
 
   it("still rejects a genuinely out-of-range value", () => {
     const bounds = units.bounds(METRIC_BOUNDS.WEIGHT);
-    for (const typed of [12, 66.1, 661.4, 900]) {
+    for (const typed of [0.5, 2.2, 661.4, 900]) {
       expect(typed < bounds.min || typed > bounds.max).toBe(true);
     }
   });

src/lib/targets/target-unit-display.ts

@@ -27,7 +27,7 @@
  *      68.04 kg, not 68.03885550000001.
  *   3. Rules 1 + 2 compose back to the typed number: 150 lb → 68.04 kg
  *      → 150 lb. Save-then-reopen is stable.
- *   4. Guardrails round INWARD (min up, max down). A naive round of the
+ *   4. Guardrails round INWARD (min up, max down). A naive round of a
  *      30 kg floor gives 66.1 lb, which inverts to 29.98 kg and the
  *      server rejects it. Ceiling it to 66.2 lb inverts to 30.03 kg and
  *      passes.
@@ -205,8 +205,8 @@ export function resolveTargetUnitAdapter(
       applyDisplayTransformDelta(canonicalDelta, transform),
     // A guardrail is not a rendered value — it is the window a typed
     // number is checked against, and it has to round INWARD (rule 4).
-    // That needs the UNROUNDED edge: the shared helper would round 30 kg
-    // to 66.1 lb first and the ceiling below would then be a no-op on an
+    // That needs the UNROUNDED edge: the shared helper would round a 30 kg
+    // floor to 66.1 lb first and the ceiling below would then be a no-op on an
     // edge that already inverts to 29.98 kg.
     bounds: (canonical) => ({
       min: ceilTo(

src/lib/timeline/lanes.ts

@@ -204,7 +204,7 @@ async function allergiesLane(frame: LaneFrame): Promise<LaneRead> {
         item({
           id: r.id,
           kind: "allergy",
-          start: userDayKey(r.onsetAt, frame.tz),
+          start: dateOnlyKey(r.onsetAt),
           end: null,
           open: r.status === "ACTIVE",
           label: r.substance,
@@ -388,7 +388,7 @@ async function vaccinationsLane(frame: LaneFrame): Promise<LaneRead> {
       item({
         id: r.id,
         kind: "vaccination",
-        start: userDayKey(r.occurredAt, frame.tz),
+        start: dateOnlyKey(r.occurredAt),
         end: null,
         open: false,
         label: r.vaccineName ?? r.customVaccine?.name ?? r.antigenSlug ?? "",

src/lib/timeline/readiness.ts

@@ -271,9 +271,7 @@ async function allergiesLane(frame: Frame) {
   const detail = { key: "allergies", params: { count: rows.length } };
   const dated = rows.filter((r) => r.onsetAt !== null);
   if (dated.length > 0) {
-    const since = dated
-      .map((r) => userDayKey(r.onsetAt as Date, frame.tz))
-      .sort()[0];
+    const since = dated.map((r) => dateOnlyKey(r.onsetAt as Date)).sort()[0];
     return lane("carries", rows.length, since, { detail });
   }
   // Undated allergies are standing items, not a shortcoming: no gap.
@@ -351,7 +349,7 @@ async function vaccinationsLane(frame: Frame) {
       gaps: [gap("vaccinationsEmpty", 0, "/vaccinations")],
     });
   }
-  return lane("carries", count, userDayKey(first.occurredAt, frame.tz), {
+  return lane("carries", count, dateOnlyKey(first.occurredAt), {
     detail: { key: "vaccinations", params: { count } },
   });
 }

src/lib/tz/__tests__/date-only.test.ts

@@ -3,6 +3,7 @@ import {
   isNoonUtcAnchor,
   dateOnlyAtNoonUtc,
   dateOnlyKey,
+  dateOnlyWindow,
   dayKeyAsUtcMidnight,
   isCalendarDateKey,
   isDateOnlyKey,
@@ -60,3 +61,15 @@ describe("isNoonUtcAnchor", () => {
     expect(isNoonUtcAnchor(new Date("2025-10-04T20:30:00.000Z"))).toBe(false);
   });
 });
+
+describe("dateOnlyWindow", () => {
+  it("spans UTC midnight to the next UTC midnight, both days included", () => {
+    expect(dateOnlyWindow("2026-11-11")).toEqual({
+      gte: new Date("2026-11-11T00:00:00.000Z"),
+      lt: new Date("2026-11-12T00:00:00.000Z"),
+    });
+    expect(dateOnlyWindow("2026-12-31", "2027-01-01").lt).toEqual(
+      new Date("2027-01-02T00:00:00.000Z"),
+    );
+  });
+});

src/lib/tz/date-only.ts

@@ -98,3 +98,19 @@ export function dateOnlyKey(value: Date): string {
 export function dayKeyAsUtcMidnight(key: string): Date {
   return new Date(`${key}T00:00:00.000Z`);
 }
+
+/**
+ * The window over a date-only column that holds the calendar days `fromKey`
+ * to `toKey`, both included: UTC midnight to the next UTC midnight, so both
+ * anchors (midnight and noon UTC) fall on their own date. A date-only value
+ * read through a person's local-day window sat on the evening before west of
+ * UTC.
+ */
+export function dateOnlyWindow(
+  fromKey: string,
+  toKey: string = fromKey,
+): { gte: Date; lt: Date } {
+  const lt = dayKeyAsUtcMidnight(toKey);
+  lt.setUTCDate(lt.getUTCDate() + 1);
+  return { gte: dayKeyAsUtcMidnight(fromKey), lt };
+}

src/lib/vaccinations/__tests__/booster-mint.test.ts

@@ -0,0 +1,50 @@
+/**
+ * The first booster is due one interval after the dose. The dose date is a
+ * calendar date stored at UTC midnight; adding the interval to that instant
+ * put the anchor on the evening before for anyone west of UTC, so the
+ * reminder came due a day early there.
+ */
+import { describe, expect, it, vi } from "vitest";
+
+import type { Prisma } from "@/generated/prisma/client";
+import { mintOrReanchorBooster } from "@/lib/vaccinations/booster-mint";
+import { startOfLocalDayKey } from "@/lib/tz/local-day";
+
+function fakeTx() {
+  const created: Array<Record<string, unknown>> = [];
+  const tx = {
+    vaccinationRecord: {
+      findFirst: vi.fn(async () => ({
+        id: "dose-1",
+        antigenSlug: "tetanus",
+        customVaccineId: null,
+        occurredAt: new Date("2026-11-11T00:00:00.000Z"),
+      })),
+      update: vi.fn(async () => ({})),
+    },
+    measurementReminder: {
+      findFirst: vi.fn(async () => null),
+      create: vi.fn(async ({ data }: { data: Record<string, unknown> }) => {
+        created.push(data);
+        return { id: "reminder-1" };
+      }),
+    },
+  };
+  return { tx: tx as unknown as Prisma.TransactionClient, created };
+}
+
+describe("mintOrReanchorBooster", () => {
+  it("counts the interval from the dose's own date west of UTC", async () => {
+    const { tx, created } = fakeTx();
+    // 12 months → round(12 × 30.4375) = 365 days after 11 November 2026.
+    await mintOrReanchorBooster(
+      tx,
+      "u1",
+      { vaccinationId: "dose-1", intervalMonths: 12, label: "Tetanus" },
+      "America/New_York",
+    );
+    expect(created[0].anchorDate).toEqual(
+      startOfLocalDayKey("2027-11-11", "America/New_York"),
+    );
+  });
+});

src/lib/vaccinations/booster-mint.ts

@@ -28,6 +28,9 @@
 import type { Prisma } from "@/generated/prisma/client";
 
 import { computeReminderNextDueAt } from "@/lib/measurement-reminders/scheduling";
+import { dateOnlyKey } from "@/lib/tz/date-only";
+import { shiftDateKey } from "@/lib/tz/format";
+import { startOfLocalDayKey } from "@/lib/tz/local-day";
 import {
   componentsForDose,
   loadCustomVaccineLookup,
@@ -111,10 +114,13 @@ export async function mintOrReanchorBooster(
   // dose date plus the interval — a never-satisfied rolling reminder is due at
   // its anchor, and the dose date itself is not when the next shot is due. Once
   // the person logs that next dose, `satisfyReminder` re-anchors on the satisfy
-  // instant and this anchor no longer matters.
-  const DAY_MS = 24 * 60 * 60 * 1000;
-  const anchorDate = new Date(
-    record.occurredAt.getTime() + intervalDays * DAY_MS,
+  // instant and this anchor no longer matters. The dose date is a calendar
+  // date at UTC midnight, so the interval counts from its date part to the
+  // start of that day in the person's zone, where adding days to the stored
+  // instant fell on the evening before west of UTC.
+  const anchorDate = startOfLocalDayKey(
+    shiftDateKey(dateOnlyKey(record.occurredAt), intervalDays),
+    timezone,
   );
   const nextDueAt = computeReminderNextDueAt(
     {

tests/integration/doctor-report-sections.test.ts

@@ -314,7 +314,7 @@ describe("doctor-report — per-section toggles", () => {
     expect(data.labResults).toBeNull();
     expect(data.allergies).toBeNull();
     expect(data.familyHistory).toBeNull();
-    expect(data.patient.username).toBeNull();
+    expect(data.patient.name).toBeNull();
     expect(data.patient.insurerName).toBeNull();
   });
 });