Asking the Coach about a document opened a separate, half-finished chat panel
that never appeared in Coach history. The bespoke drawer is gone; a document
conversation now opens the real Coach view, appears in the Coach list with a
document badge and a "Chatting about: <title>" note, and is read back through
the same history rail as any other thread.
The prompt-injection fence is unchanged and stays server-side. A document turn
is still sent through the hardened fenced endpoint (no tools, no health
snapshot, grounded in the document text only); the coach tool route continues
to fetch with documentId null, so a document-scoped conversation can never be
continued through the tool loop even from a hostile client. Only the surface
moved into the Coach; the boundary did not.
The relaxed conversation-list and detail filters drop only the documentId
predicate — userId scoping is unchanged, so a document thread is still visible
only to its owner. CoachConversationDTO gains documentId + documentTitle
(server-derived, title/filename only); no schema change (documentId exists
since 0230). OpenAPI regenerated.
Document vault: card list drops a stray glyph and gives the real filename
its own line (was truncating on the meta row); the detail sheet's close
button aligns correctly — ResponsiveSheet reserved the right gutter for a
close button it wasn't rendering, now conditional on showCloseButton. The
open-in-coach action reads 'Coach fragen'.
Bulk share: a multi-selection in the overview shares several documents in
ONE link (documents-only privacy preserved, owner-scoped, up to 50 per
link; >50 refuses with a toast rather than silently truncating).
Reminders can link to WAIST_CIRCUMFERENCE (additive MeasurementReminderType
enum value, OpenAPI regenerated). The WHO-5 and SCI well-being reminder
labels were absent in all six locales and rendered their raw dotted keys
(the shared 'measurementReminders.types' prefix is what showed as the stray
'Measurement Reminders Types'); added in every language. A new
type-labels-i18n test asserts every dynamic reminder-type key resolves
non-empty in all six bundles — the static coverage guard cannot see the
dynamic key that let this through.
Google Health: the fullSync rollup-defer tracker collected its touched keys via
a single spread push — one argument PER READING, so a multi-year heart-rate
history (six figures of samples) overflowed the call stack and aborted the
metrics collection mid-cycle, exactly on the accounts with the most data. A
plain loop replaces the spread. Reported by a self-hoster; the v1.28.21 sync
diagnostics confirmed every other read on that account healthy in one log line.
Documents: the vault card's read-by-AI tag no longer takes its own line — a
small glyph rides inline on the date-and-size row. The detail view drops the
status bar under the preview entirely; with automatic reading on and nothing to
review the whole block collapses, so the content starts straight with the
document's fields. The provenance contract moves with it: the e2e specs now pin
the card marker instead of the sheet pill, and the unmounted status-pill
component is removed rather than left dead.
Render a small JPEG preview for each stored document and show it at the
card's leading edge, falling back to the kind icon when none exists.
- Generate previews in the background on upload (new document-thumbnail
pg-boss queue) plus a boot-time corpus backfill for existing documents;
upload never blocks on or fails because of it. Images are downscaled via
@napi-rs/canvas, a PDF's first page is rasterised then downscaled, every
other type is skipped. Generation never throws.
- Store the preview encrypted at rest in a 1:1 DocumentThumbnail side table
(migration 0236) so the list/detail queries that omit the original blob
never drag the preview either. Same AES-256-GCM string codec + fail-closed
decrypt as the content index; wired into the key-rotation walk.
- Serve it through an owner-scoped GET /api/documents/inbound/[id]/thumbnail
(auth + module gate + userId-scoped query + fail-closed decrypt), always
image/jpeg + nosniff + private, no-store; 404 on miss. The card renders an
authed lazy <img>, onError falls back to the icon.
- Add hasThumbnail to the document DTO so the card only fetches a preview
that exists.
Also drop the "search looks inside your documents" caption from the overview
(the index-all prompt stays) and the per-card searchable marker; both were
noise. Remove the now-unused i18n keys across all six locales.
Replace the collapsed bottom-of-card "Chat about this document" outline
button with a neutral, ghost Coach icon pinned to the top-right of the
document detail-sheet header, mirroring the Insights ask-coach affordance.
The icon uses the muted-foreground token only — never the primary/FAB
gradient — and opens a document-scoped chat drawer.
Present the chat in the Coach chat drawer chrome (right-side sheet on
desktop, bottom sheet on phones; same width caps; close-only, no maximize
or conversations rail) with a quiet "Chatting about: <document>" scope
badge. The drawer reuses the existing pure conversation body and the
existing client hooks, so it still posts /api/documents/inbound/[id]/chat
verbatim: no tools, no health snapshot, fenced document, inbound/replay
refusal, outbound screen, numeric grounding, consent + budget + per-user
rate bucket, indexed-only, plain-text render — the route is untouched.
Thread isolation is unchanged (the general Coach filters documentId: null;
the document route always scopes { documentId: id }).
Add a small reusable headerAction slot to ResponsiveSheet for the header
icon. Retire the DocumentChatPanel container and the AI-section chatSlot;
keep the pure DocumentChatConversation body and documentChatErrorKey.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01KPyLteNeTWwEC154X7vLWc
When "read documents automatically with AI" is on, the detail sheet no longer
shows the manual per-document action row (Read / Suggest / Summarise) — reading
already happens on upload, so the buttons only nagged. The section header and
the searchable status pill stay, and content search keeps working. With the
setting off the manual controls render exactly as before.
Drop the "review before saving" heading and its grey sub-caption from the
suggestion panel; the reviewable fields and the apply / dismiss controls stay.
Remove the now-unused documents.assist.reviewTitle / reviewHint keys from every
locale.
The bundled (Turbopack) copy of pdfjs-dist failed its render path in the
standalone image with a bare Error, so a scanned PDF on a non-Anthropic
provider fell back to 'PDF scanning needs a Claude vision provider' — while the
identical un-bundled module rasterizes the same document fine (verified in the
container end to end on the real document). Externalize pdfjs-dist and
@napi-rs/canvas so the server loads the real modules, and hoist pdfjs-dist to
the top level in the image so the runtime import resolves. Also log the render
error message (not just its name) and drop the redundant 'not saved' note from
the document summary panel.
Remove the two per-document AI copy blocks in the document detail sheet:
the external-egress notice and the "read this document" explainer. The
settings-toggle honesty confirm already states the egress trade, so the
per-document repeat is redundant. Drop the now-unused `egressExternal`
prop and the `documents.ai.egressNotice` + `documents.ai.available` keys
across all six locales. Keep the capability `egress` DTO field — the API
still reports it.
On /insights/recovery, the metric block rendered an outer heading plus an
explainer above a tile whose own header repeated the same title. Move the
explainer inside the tile as a `description` beneath its `TileHeader` and
promote the tile title to a real `<h2>` (new `titleAs` affordance), so each
metric shows one heading with the blurb under it and the h1->h2 outline
stays nested. Applies to every metric the block renders.
Extract DocumentChatConversation (pure) from the chat panel so the open
conversation surface is statically renderable, and pin: composer + always-on
safety note, plain-text/XSS-safe assistant render (raw HTML escaped), the
streaming tail vs thinking placeholder, mapped error keys, and the container's
indexed vs not-indexed gating. Assert the AI section renders the chat slot only
in the provider-available branch.
Add GET /api/documents/inbound/capability (document provider order + vendor-blind
egress class), repoint the vault capability hook to it, and show a per-egress
notice in the detail sheet before a document read leaves the machine. Cover the
document provider order, the egress consent gate, and the notice with tests.
i18n x6 + OpenAPI regenerated.
Co-Authored-By: Marc-André Bombeck
Auto-index on upload means content search is silent-by-default, so the old
per-document index chore no longer reads as a task. Consolidate every AI
reading action into one inviting block on the detail sheet, led by a
prominent Read with AI action, and show each document's searchable status as
a pill that distinguishes an AI-read document from a locally-indexed one.
- New Read-with-AI block: prominent read/re-read action plus suggest and
session-only summary, gated on provider availability; the calm settings
pointer replaces the actions (never an error) when no provider is set up.
- Searchable status pill reflects the auto-index: Read by AI (provider read
the original, highlighted), Searchable (local), or a quiet not-yet state.
- Card searchable marker distinguishes an AI-read document with a Sparkles
glyph from a locally-indexed one; both carry an accessible label.
- Drop the manual index/re-index chore copy; keep the corpus baseline
affordance in the filter bar for older un-indexed documents.
Surface the content-search index's source (vision vs local extraction) on
the list + detail DTO so the vault UI can tell an AI-read document from a
locally-indexed one. Threads the source through both read paths and the
serialisers, regenerates the OpenAPI contract, and adds a narrowing helper
for the free-String column.
The vault filter bar rendered the type/condition/year facets as a
horizontally-scrolling chip set beside the search field, which wrapped to a
second line on phones. Replace it with three compact dropdown facets — type
(multi-select), condition and year (single-select) — that share one
non-wrapping row with the flexing search and the clear control at every
width. The content-search hint keeps its own helper line below.
The list search already unions matches from the encrypted content index
server-side; surface it so it is legible and reachable:
- a subtle "search now looks inside your documents too (whole words)" hint
under the search box once any document is indexed;
- a per-row "searchable" marker on indexed documents;
- an "index all for search" affordance that fires the corpus backfill when
some documents are not yet indexed, driven off the usage coverage gauge.
All of it is gated on the same provider/consent precondition as the assist
layer — with no provider, search degrades to title and filename exactly as
before.
Add an optional AI layer to a stored document, gated on the existing AI
provider and consent — no new toggle. All of it rides the shared OCR
capability probe so the client only posts a transport the endpoint accepts
(vision empty-body POST, or local-OCR text posted from the browser).
- "Suggest details" prefills the title / type / date as reviewable DRAFTS.
Nothing is written on its own: the title lands in the editable field and
is saved through the existing commit path; type and date each apply on an
explicit tap. The card carries a visible "review before saving" affordance.
- A summary / extracted-text button opens a transient panel that renders the
result once and always shows a "not saved / not a diagnosis" note; closing
it discards the text. Nothing persists beyond the view.
- When no provider is configured the AI area is a calm pointer to the AI
settings, never an error; the manual metadata form stays fully usable.
The detail-sheet AI area is lifted into a presentational section component so
the availability gate and the review-first wiring render without the sheet's
dialog portal and are pinned by static-render tests. Strings land in all six
locales.
P2-1. The list GET now issues a documentContentIndex lookup and unions a
content-token OR branch when a search term is present, so the existing route
test gains the mock + the third OR branch in its where assertion. Fix the
backfill test's findFirst mock signature under strict tsc.
P2-1-T2/T3/T4/T5/T6.
- assist.ts + [id]/suggest: one provider call proposes a { title, kind,
documentDate } filing draft over the stored original or browser-OCR text.
Runs the full extract gauntlet (module → provider → consent → rate-limit →
budget) but writes nothing — never touches the fact rail or status.
- describe.ts + [id]/summary?mode=summary|text: session-only summary or raw
transcribed text. Descriptive only, no diagnosis; persists only the budget
ledger + audit.
- content-index.ts + [id]/index: normalise → tokenise (de-accent, stopword
drop, whole-word) → HMAC-SHA256 under an HKDF-derived subkey → store the
token array plus AES-256-GCM ciphertext of the text. Vision path transcribes
via the provider (consent + budget); text path indexes posted local-OCR text
(no egress). Gated on the existing AI consent — no new per-user toggle.
- crypto.deriveSubkey: HKDF-SHA256 purpose-bound subkey off the active key.
- list search now unions title/filename ILIKE with a GIN-accelerated
whole-word content-token match; DTO gains hasContentIndex.
- usage gains assistAvailable + contentIndex { enabled, indexedCount,
totalCount }; detail gains hasContentIndex.
The illness-episode detail gains a Dokumente card: the episode's most
recent linked documents as compact rows (deep-linking into the vault,
where ?doc= now opens the detail sheet directly), a link-existing picker
(searchable, toggle rows driving the idempotent bulk link/unlink), an
upload entry that lands pre-linked via the episode filter, and a
filtered show-all view. Module-gated — accounts without the documents
module see nothing. An episode without documents keeps a quiet one-line
affordance instead of an empty card. The preview and picker reads get
their own query keys; reusing the vault list key would collide with the
infinite-query shape.
Refs: document-vault plan W3-T4
Roving tabindex over the card grid: arrows move (grid-aware by measured
column count), Home/End jump, Enter opens, Space selects, Delete removes
with the undo toast; focus rides the virtualizer window (scroll-to-row,
bounded retry focus). The container carries list semantics with a
translated label, and the transient upload queue stays a polite live
region. Selection state is conveyed by the per-card checkbox, which the
focus ring reveals for keyboard users.
Refs: document-vault plan W3-T3
Selection grows file-manager gestures — shift-click ranges (additive,
anchored on the last plain toggle) and press-and-hold on touch — and a
floating toolbar appears with the selected count and the bulk verbs:
change type, link condition, delete, clear. All verbs drive the bulk
endpoint in <=100-id chunks with merged per-id results; partial failures
surface as one counted toast, and a bulk delete gets one aggregate undo
that bulk-restores the succeeded rows (both sides no-op-safe by
contract). Escape clears the selection unless a dialog owns the key.
Refs: document-vault plan W3-T2
The parked inbound-documents view (upload form + staged-fact review UI)
and its helpers leave the tree; /documents renders only the vault. The
extraction routes stay dark server-side with no UI entry points, per the
release plan. Orphaned i18n keys left with the locale rewrite in the
previous commit; the reverse-coverage guard pins the result.
Plan-Task: W2-T7
The page becomes one wide, calm filing-cabinet view: PageHeader with an
Upload action, a drop-target upload zone whose accept list and per-file
cap come from the usage endpoint (quota bar only above 80 %), a sticky
filter rail (200 ms debounced search focused by '/', nine type chips,
condition chips from linked episodes, a year segmenter, one-tap clear),
and the virtualized timeline below. Filter state lives in the URL so
every view is shareable and back-button-safe; uploads filtered to an
episode arrive pre-linked. Hovering a card prefetches detail metadata —
never the blob. Designed states: a skeleton grid that matches the loaded
layout, a teaching empty state, a distinct no-matches state, and a
retryable error card. /documents joins the shell's wide-container list;
the shell stays the single owner of the page frame. Locale bundles gain
the vault vocabulary in all six languages and drop the retired
extraction-review strings.
Plan-Task: W2-T1, W2-T4 (zone), W2-T5 (prefetch), W2-T6
The timeline windows a flat item list (month labels + chunked card rows)
with @tanstack/react-virtual over the shell's scroll container — single
scroll owner, bounded DOM at four-digit corpus sizes. Columns are
measured by a ResizeObserver so the row model and the painted grid never
disagree. Cards are compact-density: kind glyph, foreground title, one
muted meta line, condition pills, a download-only badge for attachment-
class formats, and a hover/focus selection checkbox above the whole-card
click target. In-flight and failed uploads share the same footprint with
a live progress ring and translated failure copy.
Plan-Task: W2-T2, W2-T4 (upload cards)
URL-backed facets (q / kind / episode / year) parse and serialise through
one pure helper pair so deep links round-trip byte-stable; the API search
builder pins the timeline sort. Month bucketing + row chunking feed the
virtualized grid as a flat item list. The upload-response parser owns the
duplicate contract: HTTP 200 with envelope-level meta.duplicate returns
the existing row, every 413/415 reason maps to a translated-copy class,
and proxy-stripped bodies fall back to the HTTP status. Query keys move
to the vault filter shape and gain the usage read.
Plan-Task: W2-T1 (URL state), W2-T5 (keys)
POST /api/documents/inbound now runs the policy layer end to end: bounded
read aborts at the admin-set cap (413 + meta.reason=fileTooLarge with the
limit), magic-byte classification (415 + unsupportedType), per-user quota
checked inside the insert transaction over every non-purged row —
tombstones keep counting, so deleted bytes are never invisible weight
(413 + quotaExceeded with the figures), sha256 dedupe (a same-bytes
re-upload answers 200 + meta.duplicate with the existing live row; the
partial unique index closes the race), an honoured Idempotency-Key, the
binary2 codec on write, and optional episodeIds[] pre-linking narrowed to
the caller's live episodes.
GET stops fetching the encrypted blob per row (omit: contentEncrypted —
a 50-row page dragged up to 50 × cap ciphertext before), learns kind[] /
episodeId / year facets on top of q/from/to, and returns conditionLinks +
servingClass on every DTO via one grouped link query (no N+1). PATCH gains
replace-set episodeIds with the same 404-shaped refusal for a foreign
episode. The extract path decrypts through the codec dispatcher.
The document-kind labels gain REFERRAL in all six locales.
Tasks: W1-T5, W1-T6, W1-T7.
Close the gaps the final verification pass flagged on the documents surface:
- Confirm no longer claims success when the route rejects a fact into its
`failed[]` array (HTTP 200). A unit-mismatch fact left silently PENDING with
a green toast now raises a warning naming how many couldn't be saved and why.
- Unify the German documents copy on "Angaben": the discard-confirm body, the
provider-unsupported note, and the module description still said "Fakten".
- After upload, sort by date-added rather than document date so a back-dated
upload always lands on the first page where its detail panel can open.
- Give the list its own load-error state with a retry instead of rendering the
"no documents yet" empty state on a failed fetch.
- Classify the local-OCR-disabled extract error to a clear message.
- Drop the orphaned settings.sections.notifications.inboxLink key (no call site).
- Reword the upload toasts to the store-only reality ("stored", not "read"),
so the success message no longer claims AI ran and the panel it opens no
longer contradicts it.
- Classify upload failures (too large / wrong type / rate-limited / invalid
metadata) into specific messages; add a client-side 12 MB pre-check and show
the accepted formats and size ceiling beside the file field.
- Clear filters, search, and sort on a successful upload so the new document is
in the list the detail panel opens against, and add a "Clear filters" action
on the no-results state.
- List approved facts read-only after review so the link between a document and
the records it contributed stays visible instead of "Nothing left to review".
- Format date-group headers through the app's own date formatter, so they honour
the user's date-format preference instead of a textual medium style.
- Stack the toolbar until md and let it wrap; wrap the fact badge row on narrow
screens.
- Tie the disabled Approve to a plain-language reason, label the confidence
percentage, and render it through the locale percent formatter.
- Treat a fully-confirmed re-extract (422) as the calm already-reviewed note,
matching the partly-confirmed case.
- German: unify on "Angaben" for the extracted items and drop the anglicism.
Tighten the documents library review surface after a QA pass:
- Surface the provider-unsupported and already-confirmed notes as polite
live regions (role=status / aria-live) so keyboard and screen-reader
users hear them when the suppressed-toast paths fire.
- Render a document's detail panel directly after the row that opened it,
and tie the row's aria-controls to the panel id, fixing reading and
tab order.
- Gate Discard behind a confirm dialog and toast on failure.
- Disable Upload until a file is chosen, with an inline hint.
- Namespace per-fact editor field ids so simultaneously-open editors no
longer share DOM ids (label-for associations stay correct).
- Hide Extract once any fact is approved, mirroring the server guard, and
treat the already-confirmed response as a calm inline note.
- Add a document-date range filter, a kind fallback for the detail title,
and a screen-reader hint on the new-tab original link.
- Calmer, neutral needs-review badge and more legible row badges.
Adds the new strings across all six locales.
Evolve the inbound-documents screen into a real document library on top of
the store-first backend.
- Upload stays store-only and always works: the form now files a document
with an optional title, category, and document date in one step. Extraction
is a separate, explicit action.
- List becomes an organized library: documents grouped by date, with a title
(filename fallback), category and status badges, and pending/fact counts. A
toolbar adds title/filename search, a category filter, and a sort control
(document date / date added / title, asc/desc). Keyset pagination loads more
via the returned cursor through useInfiniteQuery.
- Detail panel: view or download the original, edit metadata (rename,
recategorise, set the document date), optionally run extraction, then the
existing review-then-confirm flow. When no scan provider is configured,
extraction surfaces a calm inline note instead of a hard error; the stored
document is untouched. Discard stays.
- Add a parameterised list key to the query-key factory so each filter/sort
combination keeps its own cache bucket while staying under the documents
prefix for invalidation.
- Rename the surface to "Documents" across all six locales (title, subtitle,
module label/description) and add the new toolbar, edit, extract, and
date-group strings. Route, model, and module key stay internal.
Add component and unit coverage for the grouped list, the detail/review
surface, the metadata edit form, the provider-unsupported note, and the
search-param/grouping/error-classification helpers.
Marc-André Bombeck