Repoint suggest/summary/extract/index/reindex routes and the content-index
backfill job to the document-scoped resolvers (local-first, codex last) and the
pick-based document-egress consent gate. Labs OCR and Coach/insights untouched.
Co-Authored-By: Marc-André Bombeck
The usage endpoint counted every DocumentContentIndex row for the user,
including those whose parent document has been soft-deleted (the index
row survives until the hard purge). Against totalCount, which filters
live documents, the gauge could read past 100 %. Scope the indexed count
to live documents so coverage never exceeds the corpus.
Also drop a redundant identical-branch ternary in the per-document
content-index status row.
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. Unit tests for the token scheme (whole-word match, stopword drop,
de-accent, no plaintext at rest, subkey follows the active key), HKDF subkey
derivation, the suggest route (drafts only, writes nothing, provider-gated),
the summary route (session-only, budget+audit only), the index route (vision
transcribe→upsert, text posts OCR text, provider/local-OCR gated), and the
backfill (no-provider/no-consent no-op, indexes, budget-reached resume).
P2-1-T7/T8/T9.
- document-content-index-backfill: on-demand per-user pg-boss job that indexes
a user's not-yet-indexed image/PDF documents via one provider transcription
each. Consent + budget gated, id-cursor forward walk, capped per run, stops
on budget exhaustion, resumable. Queue + worker registered in the maintenance
registrar (no cron — deliberate action only). POST /reindex triggers it.
- rotation: register DocumentContentIndex.textEncrypted and add a dedicated
block that re-encrypts the text AND re-tokenises the blind index under the new
active HKDF subkey in one update (P2-D7).
- OpenAPI: suggest / summary / index / reindex paths; hasContentIndex on the
document schema; assistAvailable + contentIndex on usage. Regenerated
docs/api/openapi.yaml.
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 filter bar derived its condition chips from the loaded corpus, so an
episode whose only linked documents sat pages deep in the timeline never
surfaced a chip — the condition route into an older document silently
disappeared at four-digit corpus sizes. The usage endpoint (already read
on page mount) now returns `linkedEpisodes` — every episode carrying at
least one live document link, one indexed grouped query, no blobs — and
the view unions it with the active-filter fallback. Additive DTO change;
OpenAPI regenerated.
Concurrent uploads all read the same pre-insert usage SUM, so a burst
could overshoot the per-user quota by rate-limit x cap in one window. A
transaction-scoped advisory lock keyed on the user id serialises the
sum-and-insert; uploads by different users never queue on each other.
Integration probes pin both races: four parallel uploads against a
two-file quota land exactly two, and two racing identical uploads
collapse onto one row via the partial unique index.
Also aligns the round-trip integration test with the serve-route CSP
posture: the proxy carve-out owns the response CSP, the route sets none.
The one-shot deep-link consumption moves to the render-phase derived-
state pattern the view already uses for its search draft (the effect
variant trips the set-state-in-effect rule), gated on resolved auth so
a deep link never burns before the module flag is known.
Refs: document-vault plan W3-T4
The proxy's serve-route carve-out owns the response CSP (default-src
'none'; frame-ancestors 'self'; no sandbox — Chromium force-downloads
sandboxed PDFs), and middleware headers overwrite route headers, so the
route-level sandbox value never reached a client. Remove it and point
both the route and its header-matrix test at the proxy pin.
Refs: document-vault plan W1-T10 posture reconciliation
POST [id]/restore clears the soft-delete tombstone inside the 30-day undo
grace; it answers 409 once the tombstone is purged (the undo window is
over) and 409 with meta.reason=duplicateExists when an identical live
document would collide with the live-dedupe index. Restoring an
already-live row is a no-op success, so a late undo toast never errors.
POST /bulk applies one action (setKind / linkEpisode / unlinkEpisode /
delete / restore) to up to 100 owner-scoped documents and reports per-id
outcomes — a partial failure never aborts the batch. GET /usage returns
usedBytes (tombstone-inclusive), the effective quota, the per-file cap,
and the accepted-extension list for picker accept attributes.
The serve route now derives its posture from the serving class: inline
types keep their true Content-Type and gain Content-Security-Policy:
sandbox as defence-in-depth for the PDF viewer context; attachment types
ALWAYS go out as application/octet-stream + Content-Disposition:
attachment. nosniff and private,no-store on both; RFC 5987 filename
handling unchanged; decrypt dispatches on the row codec and stays
fail-closed. Header matrix pinned per class in the route tests.
Tasks: W1-T8, W1-T9, W1-T10.
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.
Default documentDate at store time. A store-only upload no longer lands
with a NULL filing date: when the client omits one, default it to the
upload day so the column is always set on a stored row. The library list
sorts, groups, and range-filters on the same effective date the UI shows,
so undated uploads no longer mis-sort under nulls-last, break date-group
headers, or fall through the range filter. The date stays user-editable
and may be cleared back to NULL via PATCH.
Block re-extraction once any fact is APPROVED. A partially-confirmed
document stays EXTRACTED, which the CONFIRMED guard does not catch;
re-extracting would delete the approved facts (severing the committed
record's provenance) and re-stage them as PENDING, letting a second
approval duplicate the committed lab / condition / medication. The
extract route now refuses with 409 (documents.inbound.alreadyPartlyConfirmed)
when approved facts exist; the user must finish reviewing or discard first.
RFC 5987-encode the original-download filename. The Content-Disposition
now carries both an ASCII filename= fallback and a filename*=UTF-8'' value
so a non-ASCII name survives intact; the stored set is inline-safe by
construction, so the dead attachment branch is removed.
Add a light per-user rate-limit backstop to the original-read, PATCH, and
DELETE routes (generous; self-DoS only — the routes are owner-scoped).
Lean the list counts: tally facts for the whole page in one grouped count
instead of materialising fact-id rows, and exclude REJECTED facts from
factCount. Extend the documentDate index with deleted_at to cover the
list scan. Document the deliberate plaintext-title PHI tradeoff at the
column and the store site.
Invert the inbound-documents surface from an OCR inbox into a document
library: a file can be stored without any AI provider, and extraction
becomes an opt-in action on top.
- Migration 0222: add `title` + `document_date` columns, a
`(user_id, document_date)` index, the richer kind taxonomy
(lab/imaging/prescription/insurance/vaccination), and a STORED status
made the column default. The status enum is recreated so the new value
can be set as the default within the migration transaction; kind values
use ADD VALUE. Nullable columns, no backfill.
- POST /api/documents/inbound is now store-only: bounded multipart read,
magic-byte MIME sniff, AES-256-GCM at rest, persisted as STORED with no
provider/consent/budget call and no egress.
- POST /api/documents/inbound/[id]/extract carries the relocated
extraction gauntlet (resolve provider, consent, rate-limit, budget, run,
reconcile, stage facts) against an already-stored row; absent a provider
it 422s the enhancement only and leaves the stored document intact.
- PATCH /api/documents/inbound/[id] edits title/kind/documentDate
field-by-field, owner-scoped by session userId.
- GET /api/documents/inbound gains search, kind filter, documentDate
range, sort, and keyset pagination via the parameter-bound query builder.
- Extend the validation schemas + DTO, regenerate the OpenAPI contract,
and add route tests for the store/extract/edit/list paths.
The inbound-document store keeps the uploaded doctor letter encrypted at
rest (InboundDocument.contentEncrypted, AES-256-GCM), but there was no way
to read the original back — the decrypt helper had been dropped as unused.
- Restore decryptDocumentFromBytes in the document store, fail-closed on a
bad / missing key id.
- Add GET /api/documents/inbound/[id]/original: owner-scoped (userId-narrowed
query), module-gated, returns the decrypted bytes with the stored MIME
type. A PDF / image is served inline so the browser can render it; other
types download as an attachment. The filename is sanitised before it
reaches the Content-Disposition header. The bytes are PHI — never logged,
never served cross-user, and a decrypt error fails closed (500) rather than
returning ciphertext. Cache-Control is private, no-store.
- Surface a 'View original' action in the document review screen.
- Document the route in the OpenAPI registry and regenerate the spec.
- Cover the route with a test: owner-scoped success, attachment fallback,
404 for another user's document, and fail-closed on decrypt error.
i18n: viewOriginal across all six locales.
The inbound-document store encrypts the raw upload
(`inbound_documents.content_encrypted`) because it is sensitive clinical
data, but the per-fact staging columns persisted the same class of data in
the clear: `extracted_facts.data_json` held the transcribed clinical values
(diagnosis text, lab values, medication names, stated codes) and
`provenance_json` held the verbatim source span (up to 2000 chars copied
straight out of the report). The at-rest guarantee was defeated for staged
facts, which persist through PENDING and are retained after the decision.
Convert both columns to the AES-256-GCM `*_encrypted` BYTEA convention shared
with the note columns, going through the same Bytes codec. The upload and
fact-edit paths encrypt on write; the confirm path decrypts at commit time to
write into the normal structured stores, so the review-then-confirm flow is
unchanged. Reads are fail-closed (a bad key id throws).
Register both columns in the encrypted-columns registry and the key-rotation
script so a dropped legacy key cannot strand them (the guard test enforces
both). Migration 0220 swaps the plaintext JSONB columns for the encrypted
BYTEA columns; pre-confirm staged rows are ephemeral and cannot be
re-encrypted in SQL, so any left by a pre-release build are dropped rather
than retained as plaintext (their parent document keeps its encrypted
original).
Ingest an uploaded doctor report / discharge letter through the existing
dedicated OCR/vision provider rails (the v1.22 document-scan provider/key,
reused — no new provider) and transcribe structured facts into staging.
The safety line is extract, never interpret: the prompt frames the document
as untrusted data to reproduce verbatim. Diagnoses map to Condition,
measured values to Observation, medications to MedicationStatement — with
STATED status only. A code survives only when the document writes it and its
system matches the resource (SNOMED/ICD-10 for a diagnosis, LOINC for a
value, RxNorm/ATC for a medication); nothing is inferred, no value is
range-flagged, no condition is linked to a medication. Every fact carries
per-field provenance and a confidence score; a fact below the confidence
floor fails closed — it cannot be approved until the user edits it.
Routes (apiHandler + Zod + session-narrowed userId, opt-in module-gated):
- POST/GET /api/documents/inbound — upload+extract (vision or local-OCR
text), and list. The raw document is stored encrypted at rest.
- GET/DELETE /api/documents/inbound/[id] — review detail; soft-delete.
- PATCH .../facts/[factId] — correct a staged fact before approval.
- POST .../confirm — the only write path: approved facts flow into the
labs / conditions / medications stores through their normal create paths;
rejected facts are discarded; low-confidence facts are refused.
