Reading a stored document (suggest, summary, extract, index, chat,
reindex), scanning a lab report and turning medication text into a
schedule now answer under documentAi, labsOcr and medicationExtract. The
operator's master switch and the new reading-documents switch stop the
work and the egress; a module off for the record, a delegate inside
somebody else's record, and a missing receipt refuse with the capability
envelope. Existing no-provider codes keep their status.
The document pick and the labs pick re-check the capability for the
provider they picked, immediately before anything is sent, so a job
enqueued before a switch flipped finds no provider and falls back to the
provider-free text layer. Consent follows the document rule for all
three: any provider that leaves the machine needs an ai_extraction or
ai_full receipt, answered for the provider actually picked.
The fenced Coach chat and attachments answer under coach and documentAi.
Uploads are always stored and indexed; the background summary is only
enqueued while documentAi is open. The capability probes report the
capability beside the provider answer and keep a read offered when only
the receipt is missing. medications/extract keeps its 503 for no provider
and adds ai.provider.none, and its budget refusal gains the
coach.budget.exceeded code.
The VISITS leaf ships in the release that made a visit possible, because a
selectable checkbox that produces nothing is worse than no checkbox. Leaf,
collector and PDF renderer land together, and the leaf carries no LEAF_MODULE
entry — like ALLERGIES beside it — because a visit is core and the whole report
is already gated by doctorReport. The absence is commented at the map so a
later reader does not read it as an oversight.
The rows print the date, the practice with its specialty, the kind, the reason,
the outcome and the conditions the visit was filed against. The two encrypted
columns decrypt at render, fail-soft, and never enter the stored selection. A
condition the person has since deleted is not named: the link row survives a
soft delete, and printing a label they withdrew would put it in front of a
doctor.
No FHIR resource type is added. That deferral is already written at the
Encounter model, and the bundle builder now says so at the point a reader would
look for the missing section: FHIR splits the future from the past across
Appointment and Encounter, which is a serialisation question this release does
not answer.
Two properties are free and worth stating: a stored selection never grows
(unknown ids drop) and a clinician share link's sections are frozen write-once,
so no existing report and no already-shared link gains a section.
The panel also offers a booked visit as the report's reason — one query, one
prefilled window end, one dismissible offer that names its own source and never
applies itself. A window control that moves on its own is what makes an export
panel untrustworthy.
Three narrow link tables landed with the visit record, which is a step
away from the one-shared-service direction the polymorphic-linking work
argues for. This bounds that step to a single module: every caller now
speaks one vocabulary — a source, a target kind, a list of target ids —
so replacing the storage underneath later is a change in one file rather
than a sweep across every route that files something.
The document-condition links move behind the same signature, so there
are two families and one call surface. Behaviour is unchanged and the
existing vault tests are the proof; where a test double had to follow
the new query shape, it says why in the diff.
The rules that used to live at each call site now live in the module and
are proven against real Postgres rather than a fake that ignores a
where clause: both ends re-read scoped to the owner before a row is
written, a repeated link is a success that changes nothing, a call is
capped at a hundred targets, and a tombstoned record is not linkable on
either end. Unlinking one deliberately still works after a delete, or a
filing nobody can clear would be left behind.
Reads return a resolved label and date rather than a bare id, so a
client rendering a list never re-derives what the server already knows.
The restore is the one documented exemption and writes the tables
directly: it rebuilds an account rather than filing something in one.
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.
Index a document for content search automatically the moment it is stored,
instead of requiring a manual index action. A fire-and-forget per-document
job runs an AI-first decision tree: when a vision-capable provider is
configured and consented, transcribe the stored original (rich, handles
scanned PDFs and images), budget-reserved exactly like the interactive index
route; otherwise fall back to server-side text-layer extraction via pdf-parse
(no provider, no egress, milliseconds) so content search works at a baseline
even with no AI. Budget exhaustion, a provider that cannot read the file
(a text-layer PDF on a non-Anthropic account), and provider errors all fall
through to the free local path rather than leave a document unsearchable.
Both paths write the same blind, encrypted content index (AES-256-GCM text +
opaque HMAC token tags) — nothing readable at rest. The local path adds the
'local-pdf' / 'local-ocr' source values (free String column, no migration).
Server-side OCR for scanned images and scanned PDFs is left as a documented
seam. Pin pdf-parse + pdfjs-dist into the standalone trace so the wasm text
extractor ships in the runtime image.
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.
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.
Marc-André Bombeck