Groundwork for the plan confirm/manage UI. The CoachPlan pipeline has been
complete on the server since v1.21.3/v1.22 — extractor writes proposals
(status "proposed", per-user cap, de-dup, encrypted prose), the PATCH
confirms proposed -> active, buildCoachPlansBlock injects the top-6 active
plans into the snapshot, and the review sweep drives the reviewDate
lifecycle — but no surface ever listed or confirmed a proposal, so the
extraction spend had no user-visible outcome.
Two additive contract changes the UI needs:
- GET /api/coach/plans accepts ?scope=open|past|all (open = proposed +
active + review_due, past = met + abandoned + reviewed, all = no status
clause) so the management page reads its ledger in one round-trip.
Mutually exclusive with ?status=; both omitted keeps today's
non-terminal default unchanged.
- Plan items now carry sourceConversationId so the chat thread can show
only the proposals born in the open conversation.
OpenAPI regenerated; route tests cover the scope mappings, the
status+scope 422, and the provenance passthrough.
Add unit coverage for the closed when-grammar and `---REMEMBER---` capture
(propose-free active write, recall-only note, malformed drop, per-user cap),
the closed action-card allowlist (off-list and bad-interval rejection, no
auto-apply), the daily sweep (due flip, plan-review mint, undecryptable
skip), and the routes (owner-scoped no-IDOR 404, field-by-field build, the
off-allowlist 422, and the module gate).
Add the management surface for the reminder memory: list, create, confirm,
done/dismiss, and soft-delete, every query scoped to the session owner with
the same no-IDOR posture as the plans routes (a cross-user or unknown id is
a 0-count no-op, never a leaked existence). The note is the only writable
field; timing is resolved server-side from the closed grammar.
Add the confirm endpoint behind the generalised action card. It switches on
a closed action-type allowlist and builds each entity field-by-field from a
server-resolved spec: a preventive-care reminder whose schedule comes from a
closed interval catalog, or a reminder note. It never auto-applies, and the
allowlist excludes any medication or clinical change.
Regenerate the OpenAPI contract for the new routes.
Mirror the about-me management routes: the PATCH (confirm/update) and DELETE
on /api/coach/plans/[id] now apply a per-user mutation limit, closing the
consistency gap with the rest of the Coach management stack. Owner-scoped and
cheap, so the limit only caps a runaway client loop.
Add a CoachPlan model: durable, user-scoped if-then implementation plans
the Coach proposes and the user confirms. The background memory-refresh
pass extracts plans the user agreed to and writes them as "proposed"; only
the user-facing PATCH on /api/coach/plans/[id] activates one. The free-text
cue / action / target are encrypted at rest with the shared Bytes codec;
metric, status and dates stay plain so the injection picker ranks without a
per-row decrypt. Active plans fold into the Coach snapshot's memory block
and survive the prompt-budget drop alongside facts. List, confirm and
soft-delete routes are Coach-gated and narrow the owner from the session.
Key the dashboard-snapshot query cell by locale so a locale switch reads
freshly localised tile copy on its own cell instead of serving the prior
locale's prose until the slot goes stale. The zero-arg key stays
byte-identical, so every prefix-based invalidation keeps reaching the
locale-keyed cells; the offline-banner and preloader match on the prefix.
Migration 0194 (additive CREATE TABLE). Encryption-rotation registry and
script cover the three new Bytes columns.
One-shot prettier pass so the new format:check gate starts from a clean
baseline. Formatting only — no behaviour change. Generator-owned and
vendored artifacts stay untouched via .prettierignore.
Twice-daily BP protocol (RRULE BYHOUR=7,19) now fires at every clock
hour: byHourTimesOfDay expands BYHOUR into the engine's timesOfDay so
the label, RRULE, and engine output agree instead of collapsing to one
nudge at notifyHour.
Vorsorge surface:
- move create/edit into a ResponsiveSheet with a pinned Cancel/Save
footer, matching Labs/Illness/Medications
- wire the unused PATCH support: Edit affordance opens the form
pre-filled; an enable/disable Switch drives the enabled flag
- translate COACH-origin labels (the row stores an i18n key, not prose)
and render a neutral Coach provenance badge + an until-<date> line
- surface origin + endsOn on the hook type
- pull-to-refresh + always-on rationale documented on the nav entry
- NativeSelect-vs-Radix choice documented as deliberate
Coach:
- expired COACH course-window reminders self-clean: the cron tick
soft-deletes finished finite cadences instead of leaving dead rows
- accept-dedup gains a partial unique index (user, metric) where
origin=COACH and not deleted, with a P2002 catch in the route
- per-user rate-limit bucket on the suggestion-action endpoint
- SUGGEST-REMINDER parser keeps prose written after the block
- document POST /api/coach/reminder-suggestions in OpenAPI
Coach chrome:
- HistoryRail hideHeading prop drops the duplicate Conversations
heading on the page surface
- align the rail-tray strip inset to px-3 sm:px-4 so the dividers line
up; reword the FAB inset comment
satisfyReminder closes the forward-only TOCTOU via a conditional
updateMany (count===0 no-op). Migration headers corrected to v1.18.1.
The Coach can append a ---SUGGEST-REMINDER--- sentinel to propose a
measurement cadence (weight daily, the ESH/AHA 7-2-2 home-BP protocol,
structured glucose). The server resolves the cadence from a closed catalog
and emits an additive 'suggestion' SSE frame the chat renders as a one-tap
action card; accepting it creates a MeasurementReminder with origin COACH
through the same engine the Vorsorge surface uses (server-authoritative
schedule, finite course window self-expires via endsOn).
Non-naggy by construction: a frequency-cap cooldown, dismissal memory, a
master opt-out under Coach settings, and an explicit 'I measure enough'
stop path, all in the coach-prefs blob. Triple dedup at suggest, render,
and create so a cadence is never double-suggested or double-created, and
suggestions for a disabled module never surface. RHR/HRV stay passive --
the Coach surfaces the baseline, it never nudges to 'go measure' them.
The reminder DTO now echoes origin and endsOn for the iOS client.
Per-route tests assert the two-layer Coach module gate: a disabled
module (operator availability OR per-user disableCoach) yields 403
module.disabled before any Coach work runs, and an enabled module falls
through to the normal path. Covers the chat POST + list GET, about-me
GET/PUT, the questions GET/DELETE, and the adopt POST short-circuit
ahead of the locked read-modify-write.
The structured self-context endpoints — about-me GET/PUT, the adopt
POST, and the clarifying-questions GET/DELETE — read and wrote Coach
self-context with no module check. Each handler now runs the two-layer
requireModuleEnabled(userId, "coach") gate right after auth, returning
403 module.disabled when the operator availability layer or the
per-user disableCoach opt-out has Coach turned off. The adopt route
test mocks the gate to stay focused on the locked read-modify-write.
A remember action under every persisted chat message adopts its content
into the matching self-context field — allergy statements land in
allergies, diagnosis wording in conditions, everything else in the
coach focus — reusing the adopt endpoint's dedupe and encryption, with
the result visible and editable where the self-context lives. The
deterministic fact patterns accept closed filler-word and possessive
variants that previously defeated them, and stored facts survive the
snapshot budget squeeze instead of being the first block shed on
data-rich accounts.
The self-context adopt runs read-modify-write inside one transaction,
the admin shell renders nothing until the role is confirmed, and the
json-body helper merges Headers instances correctly. The compose image
reference accepts a pinned digest through an env var, and a promote
script resolves the published digest, verifies its signature and hands
the operator the exact pinning call — the documented path away from a
moving latest tag.
An intake can carry the dose that was actually taken — editable in the
quick-add and log dialogs, shown as a quiet deviation line in the
history. The measurements and mood lists refresh by pull on touch, the
insight sub-pages gain the same customize entry as the overview, and an
answered coach follow-up offers to adopt the answer into the matching
self-context field.
Invites move into their own admin section with a real ledger: status
badges, expiry, uses, a redemption history of who joined when (new
redemption table, revocation is now soft so history survives), and an
honest one-time link/QR moment. The assistant self-context grows
structured fields for conditions, allergies and focus — encrypted like
the free text — merges age and gender from the profile into one fenced
prompt block, and asks up to three targeted follow-up questions that
surface as tappable chips above the coach composer. A fourth nudge
trigger gently suggests a check-up when the self-context is stale and
the coach is actually in use.
Users can now tell the assistant about themselves in an encrypted
free-text profile that feeds the coach and briefing prompts as clearly
fenced context, with the coach allowed one targeted follow-up question
when the picture is incomplete. Operators on closed registrations can
mint expiring invite links with a QR code from the admin area; a valid
invite opens registration exactly as many times as it allows and records
who redeemed it. A nightly pass watches three deterministic signals —
low adherence, blood pressure above its target band, a falling recovery
trend — and sends at most one coach nudge per week through the existing
notification channels, gated behind the same opt-outs as every other
assistant surface.
Marc-André Bombeck