A document uploaded with aiRead=defer is now indexed locally by any
automatic path, because the indexer reads the marker from the row rather
than from the job. Index all for search leaves such documents out and no
longer counts them. Only an explicit Read with AI or Generate summary ends
the hold.
Uploads that send a body keep their slot of the hourly limit, duplicates
included; handing it back let a token send the same bytes under id after
id for free. One document takes at most 20 further source ids, beyond
which the upload answers 409 documents.inbound.sourceAliasLimit. The
query-string key check is metered on the lookup allowance it shares with
GET /api/documents/inbound/source.
Refs #1038
A keyed upload that matched a stored document by its bytes never recorded
its key, so deleting that document let the next import run store it again.
Such keys are now kept as aliases of the document, the source-key check
reads them, and the purge carries them into the ledger with the row's own.
A source key may ride the query string and is then answered before the
body is read or the hourly allowance charged; an upload answered as a
duplicate hands its slot back. GET /api/documents/inbound/source answers
whether a key is held, under the same documents:write scope, so an
importer can skip a download.
aiRead=defer is stored on the row. The summary catch-up, the summary job
and lab auto-staging skip such documents until an explicit Read with AI
or Generate summary clears the marker; backup and restore carry it.
A documents:write caller no longer sees the quota figures on a full vault.
Refs #1038
A narrow `documents:write` token, minted cookie-only at
`POST /api/tokens/documents` and accepted by the vault upload route alone.
A scoped caller draws on its own hourly bucket per token
(`DOCUMENT_UPLOAD_LIMIT_PER_HOUR`, default 120) and gets a receipt
`{ id, duplicate }` instead of the stored row.
Uploads take optional `sourceSystem` / `sourceId` fields. The source key is
unique per account across live and deleted documents, and the tombstone
purge carries it to a small ledger, so re-sending a document the owner
deleted answers 200 `deleted: true` and stores nothing. `aiRead=defer`
indexes locally and skips the summary and lab staging.
The detail sheet shows where an imported document came from; backup and
restore carry both fields; Delete All Data clears the ledger.
Refs #1038, #938
A document could show its visits read-only and its vaccinations not at
all, so a childhood record covering a dozen doses had to be attached
from a dozen dose forms. The document's detail sheet now lists the
visits and vaccinations it is filed against and, for someone who may
manage the vault, links and unlinks them in one place, with the records
dated near the document on top. Both ends write the same link tables
through the link service, so the dose's form and the document's sheet
cannot disagree about what is filed where.
The document detail response carries the linked doses, named by
catalogue slug or the person's own wording. It is null rather than
empty for a grant that opens the vault but not the health background,
so a shared page never claims to record no doses. The update route
takes a replace-set of vaccination ids, up to 100 so one record can
cover a whole primary schedule; ownership is re-checked, a foreign id
answers 404 and the change lands in the audit log beside the other link
fields. Linking from the dose suggestion now refreshes the sheet.
Refs #1024, #1005
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 owner split left an operator-funded chain with no ceiling at all. Its arm
compared operator_tokens, and that counter returns to roughly zero on every
reconcile the user's own plan settled: on the 2026-09-11 evidence the shared
key answered 500 and codex served, so the counter never grew, every job
reservation was admitted forever, and a runaway client loop could write an
unbounded row. A pre-existing concurrency contract caught it from the other
side, two reservations that must not both pass one cap both passing.
reserveBudget now refuses when the owner's counter is over its cap OR the day's
mixed total is over the abuse ceiling, and a background surface gets its share
of that ceiling too, so background spend is bounded on the total and not only
under a counter the operator's key never fills. The surface is a required
argument, so the type checker enumerated every reservation site.
The hop guard learns the same lesson: an operator-funded fallback hop is now
rationed at the calling surface's ceiling rather than the full operator cap. A
job admitted under the job share could previously spend the whole 200 000 once
its chain fell back onto the shared key, which is the original defect reached
by the fallback path.
The job share applies only where the operator pays for the chain. Multiplying
whichever ceiling the chain resolved halved background generation for a
self-hoster on a local model, who costs the operator nothing.
Refusals now name the ceiling they hit and whose it was. A refusal used to emit
the day's mixed total and nothing else, which on an operator refusal is not the
counter that tripped.
The automatic generators — status and reference cards, the briefing, the
arrival reaction, the nudge, document summaries and the index backfill —
reserved against the same ceiling as the chat. On the operator's account
that meant 150-330 ledger rows a day, 172 metric generations before
06:42Z, and a ceiling already spent when he opened the chat.
Every background surface now reserves through
`resolveDailyCapFor("job", chain)`: half the cost owner's ceiling, all
job surfaces together. The interactive routes keep the whole ceiling, so
a day of background work can no longer take the user's own away.
`coach_usage` counted one number per (user, day). A turn served by the
user's own ChatGPT plan after the operator's shared key answered 500 was
therefore charged to the operator-cost cap, and the operator's chat was
locked out every morning by background work he pays for himself.
The ledger gains `operator_tokens`: the share of `total_tokens` served by
an operator-funded provider. `reserveBudget` books a reservation to the
owner of the chain's primary and `reconcileSpend` settles it against the
provider that actually served, both inside the same statements as the
total so concurrent requests can never see one counter without the other.
Every call site names its cost owner and its serving hop; the argument is
required, so a new surface cannot inherit the old blind accounting.
Fifty-nine 422s raised off a Zod `safeParse` answered with one opaque
sentence and nothing a client could map onto a field, while the other
166 sent `details.issues` — the multi-issue envelope that exists so a
caller with three bad fields fixes all three in one round-trip. Twelve
of the fifty-nine put a dotted machine token in `error` where the
sentence belongs, so `error` was sometimes text to show a person and
sometimes a token that must not be shown, with nothing in the payload
to tell them apart.
Every one of them now answers through `apiValidationError`, which keeps
the existing `error` string and the existing `meta` byte for byte and
adds the issue list beside them. The dotted tokens keep their place in
`error` for the clients that already match on them and are published in
`meta.errorCode` as well, which is the field a machine code belongs in
and the one a new client should read.
A guard reads the route tree per refusal site rather than per file —
per file is what let this grow, since a route that used the helper once
looked compliant to a `grep -l` sweep — and asserts it still finds the
sites it judges, so a matcher that stops matching fails instead of
reporting a clean zero.
A refused client had nothing to back off against. `rateLimitHeaders()`
emitted `X-RateLimit-Remaining` and an ISO `X-RateLimit-Reset`, no
`Retry-After` and no cap, and only about 70 of the 199 route files that
consult a limiter attached even those two. The rest answered with a bare
prose envelope, including every endpoint an offline replay queue hits:
the four batch ingests, `/api/sync/changes` and `/api/auth/refresh`. A
first-run Apple Health import trips the 60-per-minute batch ceiling
reliably, and the only strategy left to the client was a blind backoff.
Threading headers through 129 handlers is 129 edits the next new route
forgets, so the verdict is carried instead: `checkRateLimit` records it
in a request-scoped cell and `apiHandler` dresses any 429 that leaves
without headers. A route that already built its own is left alone —
`Retry-After` is the presence test, and it comes from the same builder.
`Retry-After` is whole seconds rounding UP (RFC 9110 §10.2.3), floored
at zero. `X-RateLimit-Limit` is new and needs the cap, so the limiter
result carries it. `X-RateLimit-Reset` keeps its ISO form: it is the
wrong convention for the name, but it is on the wire today and changing
it is a decision of its own.
The cell lives in its own leaf module because 177 test files replace
`@/lib/rate-limit` wholesale with a mock factory, and `apiHandler` must
not depend on anything those factories stand in for.
- The measurement-reminder tick claims its slot in the record-event
ledger BEFORE any provider egress (the documented claim-first pattern
from reminder-dedup.ts); a crash between dispatch and the nextDueAt
advance can no longer double-send.
- mood-entries/bulk classifies a lost P2002 race as the duplicate it is
(with the winning row id) instead of a skip carrying a raw Prisma
message — the row IS stored, the racing twin wrote it. The workouts
batch already re-derives per-entry status from RETURNING.
- The vault list's content-index and thumbnail probes ride the same
Promise.all as the link loads: four independent grouped queries, no
serialized round-trips on a 4s-polled list.
A content-index attempt that failed (raster failure, a scan with no
text layer, a provider error) recorded its reason only in the server's
observability stream. In the vault, hasContentIndex false looked
identical for a document nobody ever tried and one that failed three
times, and the detail sheet had nothing to say about either.
Apply the summaryState pattern to the index. Two additive columns on
InboundDocument (migration 0333) record when the last attempt finished
and why it produced no index, as a closed reason set: local-empty,
local-unsupported, decrypt-error, raster-failed, provider-error,
pdf-needs-anthropic, empty-transcription. The writer sits at the choke
point the auto job and the corpus backfill share, and in the manual
index route; a success clears the reason. The provider path's specific
failure now survives the local fallback, since "no text" is less
actionable than "the PDF would not render". rasterizePdf names its
failure class so a build that cannot rasterize at all is distinguished
from a PDF that would not render. New guard in both index paths: an
empty provider transcription never becomes a successful empty index.
The detail sheet renders the reason in plain words (muted, six
locales). The DTO and OpenAPI carry the two fields; the disaster
recovery backup and restore carry them verbatim like their summary
siblings.
Refs #776
The force regenerate aborts its request at 45 s while the server's
inline generation keeps running and usually writes the fresh briefing
moments later. The old handling fired an error toast at the abort and
re-read the old cache once; with a one hour staleTime and focus
refetch off, nothing ever converged, so the page claimed failure while
holding a finished assessment at arm's length.
A timeout now enters a settling state: the hook remembers the cachedAt
baseline it was showing and polls the read path on the existing
bounded cadence (25 s, up to 10 attempts) until it can prove an
outcome. Cache advanced past the baseline: the fresh payload lands and
the success toast fires. A failure marker newer than the baseline, or
the attempt cap: an honest error. While settling, the strip's button
stays busy and says the assessment is still being prepared; no toast
fires until the outcome is proven. Both poll reasons live in the
nextAdvisorPollInterval seam, the verdict in resolveAdvisorSettle, the
toast mapping in regenerateToastKind; all three are pure and pinned by
unit tests. The contract is documented at both ends (hook and generate
route). New copy in all six locales.
Refs #786
The index-all trigger returned Boolean(jobId) while the client typed
the field as a number, so the toast read "Indexing true document(s)".
The route now answers with the count of live documents still lacking a
content index, computed from the same live-scoped counts the usage
gauge reads, and an honest 0 when no job was created. OpenAPI schema
updated to the integer shape; the hook's type carries a contract note
so the wire and the toast cannot drift apart again. Route test pins
the number, a component test pins that the toast renders the count and
never the word "true".
Refs #776
The server chain existed end to end (extract stages PENDING facts, per-fact
edit clears the low-confidence gate, confirm is the only write into the
structured stores) but the document detail offered no control over any of
it: it counted observation facts and linked to Labs. A user whose automatic
staging run was skipped had to re-upload the same PDF through Labs > Scan a
report.
- The detail sheet gains a staged-facts block with honest states: pending
facts open an inline review (approve/reject per fact; a low-confidence
fact is checked and saved first via the existing per-fact edit); a
lab-filed, already-read document with nothing staged offers "Extract lab
values" over its stored text; otherwise nothing renders.
- The extract route gains { mode: "stored" }: the same text-structuring
pass the automatic worker runs, over the document's own content index.
No re-upload, no second read of the original; full gauntlet including
the shared document-AI bucket with charge-at-dispatch honesty; 422
notIndexed when no stored text exists.
- A manual "Read with AI" / "Read again" now continues into the same
lab auto-staging the background worker performs; the response reports
labFactsStaged and the toast names the values waiting for review.
- Unchecked values are rejected and the copy says so; an unverified
low-confidence fact receives no decision and stays pending rather than
being silently discarded. Confirmation remains the only write into
Labs, conditions, and medications; approved facts carry the
committedRecordId link back to the source document (existing model, no
schema change).
- The "lab values from this document" link now counts APPROVED facts
only — it claims values that actually exist in Labs.
- Copy in all six locales; OpenAPI regenerated for the new extract mode
and the index response field.
The document-AI actions (read/index, extract, suggest, summarise) shared a
hard-coded 6/hour bucket that lied twice: the 429 said "try again in a few
minutes" while the window is an hour, and several failure paths burned a
slot before any provider was dispatched.
- DOCUMENT_AI_LIMIT_PER_HOUR configures the shared per-user ceiling
(default 6, clamped 1-1000), wired end to end: compose environment
whitelist, .env.production.example, env manifest, operator docs.
- INSIGHTS_RATE_LIMIT_PER_HOUR joins the compose whitelist and manifest;
it was documented but never listed, so an operator value could not reach
the container.
- The 429 mirrors the bucket's reset instant into meta.retryAt (plus the
existing X-RateLimit-Reset header); the client derives "try again in
about N minutes" from it in all six locales, with a plural-aware key.
- A slot is consumed only when a request actually reaches the provider (or
the local index/echo work): malformed bodies, unreadable originals,
refused consent, and exhausted daily budgets refund the charged slot via
a window-scoped refundRateLimit primitive. Consistent across all four
routes sharing the bucket.
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.
Every arm here is the same shape as the one that already exists for
conditions, because the vault's filing model is settled and a second shape
would be the thing to explain rather than the thing to use: encounterIds on
upload and on PATCH with replace-set semantics, linkEncounter / unlinkEncounter
beside the episode pair in the bulk action, and an encounterId list filter.
Both directions ride ONE table. The visit's sheet writes encounter_document_links
from its end and the document reads it from the other, declared as a second
direction in the link service rather than a fourth table. A visit's kind
crosses the wire as the enum constant rather than a rendered name: unlike a
condition label, which is the person's own words, a kind is one of eight closed
values whose human name the reader's own bundle owns.
The suggestion is offered where the document is being looked at, resolved by
the shared rule rather than by this surface: one candidate pre-selects with an
undo, two offer a picker with nothing pre-selected, none offers nothing at all.
It resolves with no AI provider configured, and it renders nothing once the
document already names a visit.
The bulk verb has a caller — the vault's selection bar files a whole selection
against a visit, mirroring the condition verb and hiding itself on an account
with no visits. Nothing here is one-ended.
OpenAPI regenerated in the same commit.
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.
A lab runs its own method on its own device, so the window a physician
evaluates a value against is the one printed next to it on that report,
not a catalog band averaged over every lab. Reading a report pulled the
value and dropped that range: the extraction asked for it, the commit
handed it to the biomarker resolver, and the resolver only uses it when
it mints a NEW marker. For every analyte the user already had — the
normal case after a first panel — the printed range was read and then
thrown away.
Add `sourceReferenceLow` / `sourceReferenceHigh` / `sourceReferenceText`
to `LabResult` and carry the range from the report to the reading. The
text is stored whether or not numbers can be read out of it, because
"bis 5,0" and "negativ" state a window too; a range that could not be
parsed is kept verbatim, never replaced with invented bounds.
`resolveEffectiveReferenceRange` is the one place the precedence lives:
the source window wins for that single reading, and the catalog stays
the net for readings without one. A printed string with no derivable
bound does not displace the catalog. Every surface that judges a
reading routes through it — the API verdict, the doctor report, the
insights blocks and per-marker assessment, the coach snapshot, the MCP
read and the FHIR `referenceRange` — so a value cannot read in range on
one surface and out on another.
The API keeps `referenceLow` / `referenceHigh` as the window in force,
so a client that reads only those two renders the right range and the
right verdict with no change of its own; the catalog band, the source
window, its origin and a divergence flag ride alongside for clients
that want to show both.
Read side: the chart draws the source window as a second, visually
distinct band with the reading it came from named beneath it, the
reading rows name the printed range and the catalog band where the two
disagree, and the doctor-report PDF prints the report's own string with
a footnote naming the saved range. Entry side: one optional field on
the lab form, folded away until asked for, and the printed range is
editable on the scan review screen.
The range parser covers the notations German and English reports
actually print — two-sided, one-sided, comma or dot decimals, thousands
separators, trailing units — reads units without ever converting them,
and refuses to guess on anything ambiguous.
A grant has meant one thing since it shipped: the whole record, to read or to
add to. This lays the words for the two shapes the rest of the sharing work
needs — part of a record, and management of one — while changing what no
existing grant does.
`ShareDomain` is a closed set of eight sections in `src/lib/sharing/scope.ts`,
clustered from the delegable read surfaces rather than invented, plus the
distinguished `record` for the routes that read across them. It never converts
to a `ModuleKey` and never imports one: two masks, two questions, no shared
spelling, because the day they share a name is the day somebody makes one
imply the other, and a module the owner enabled is not a section the owner
shared.
`account_grants.scope_json` is NULL on every row that exists, and NULL is the
entire record — the answer those rows were consented as, so no backfill and no
re-consent. A non-NULL value is read through one fail-closed normaliser: a
blob it cannot parse opens nothing, including a section the blob happened to
name. That is the deliberate inverse of the module preference normaliser,
which fails open on purpose; both do the safe thing with a value nobody can
read, and the safe thing differs because one answers an authorization question
and the other a presentation question.
`MANAGE` joins the level enum, ordered above WRITE so a write grant can never
satisfy it, and carries no scope at all: management of part of a record
promises a boundary that cannot survive an edit, so the invite path refuses to
write one.
`requireRecordAuth` takes the section as a second required argument. The
requirement is the lever — a delegable route without a classification does not
typecheck, so the set of classified routes cannot fall behind the set of
delegable ones. All fifty-seven modules carry theirs. The structural guard
freezes each against the production vocabulary, fails when a module's own arms
disagree, and pins a non-zero count of resolved sections so a matcher that
stopped reading the argument fails instead of agreeing with everything.
`requireGuardianAuth` is exported and reaches nothing yet. It gates on the
managed-profile marker rather than on the grant, so an adult who granted
management of their own record cannot arrive at that record's settings by any
argument about what MANAGE means: widening MANAGE would widen the record
resolver and would not touch this one. Its frozen list lands empty, with the
declaration site as the positive control that keeps "nothing reaches it" a
measurement rather than a renamed symbol.
`users.managed_profile_at` says since when a record is one somebody else runs.
A timestamp and not a boolean, for a reason the schema has to keep possible:
clearing it is the handover, and the grants and the activity trail span it
untouched.
Seven findings from the adversarial pass before v1.36.1 was tagged. One
blocking defect shipped in that release; these did not, and they are all places
where somebody looking after another person's health record meets a wall with
no explanation, or where a guard cannot fail.
The document vault was the largest. `/documents` is marked as a shared
destination, so the shell offers it under a switch, and every read behind it
resolved the caller instead of the record: the vault painted a query-error card
and the illness view painted another beside it. That is the same failure the
release describes as fixed on the dashboard. Five GET arms move to the record
resolver now, and only the GET arms: the list, one document, its file, its
thumbnail and the vault's usage payload, which the filter bar is built from.
Uploading, retyping, deleting, linking a document to an illness and every AI
verb stay with the owner, and the two reads that spend decryption CPU key
their quota on the person calling rather than the record, the rule
`medications/compliance` already follows.
Logging a value on a metric you track yourself leaves the admitted set. It was
admitted, named on the consent screen in six languages, and unreachable: the
only form that posts one sits on a page a shared record does not open, and the
component that renders it says so in its own comment while returning null. It
is the third route the rule that withdrew allergies and family history fitted
exactly, and it was applied to two of the three. Reading those values stays.
Two guards could not fail, and both were proved by mutation before and after.
The prefetch guard checked rule three with two regexes: one was satisfied by
the doc comment every page carries, the other missed an aliased import, and
the pair stayed green with the dashboard genuinely prefetching off the
switch-blind session. It reads the AST now, resolves aliases through the
module's own import table, and pins the five prefetching pages by name so a
page that stops being detected is loud. The activity verb map decided
membership on a literal `requireRecordAuth("write")`, so putting the argument
on its own line, which is what the formatter does the moment the call grows,
dropped a route out of the scan and turned a genuinely-red run green. Both
counts are of matches now rather than of files walked.
The rest are single instances of rules applied everywhere else. "Take all due"
was withheld on a note saying it rides the bulk intake route; it does not, and
its own docblock says why not, so a helper with five morning tablets tapped
five times for nothing. Marking a dose skipped is offered wherever marking it
taken is. A form could be opened in the frame before the app knew whose record
was on screen and then stood there once the answer arrived, on the capture
sheet and on the dashboard's quick-entry sheets. Two more copies of the intake
toast were still building their own, one of them with an Undo pointing at a
route no delegate may call. The customise link on the mood page led to a page
that exists to say it is not part of what was shared. And the access-level
radios on the invitation screen are hidden by design with no focus ring on
their label, so keyboard focus moved invisibly across the one screen where
somebody grants write access to their record.
Three new structural guards, each watched fail first: the customise link sits
inside a capability branch on every surface a delegate can reach, every intake
surface confirms through the one shared decision, and the batch sweep is
offered at the level that admits it.
Replace the internal "[unverified]" token the grounding guard left in a Coach
reply with the editorial elision mark […], and add a quiet muted caption
under the bubble explaining that some figures could not be checked against the
user's data. The mark holds the slot grammar-safely mid-sentence, before a
surviving unit, and inside a range; the notice carries the meaning. The withheld
count rides the existing provenance envelope (unverifiedFigures) through the
stream, persistence, and reload, and the fenced document-chat path carries a
minimal envelope so its notice survives too. New i18n key across all six locales.
Also fix an adjacent reload gap: provenanceFromJson restored only a subset of the
serialised envelope, so a persisted suggestion card, confirm action card, and the
tool trace were dropped on conversation reload despite the render layer expecting
them to survive. Restore them defensively alongside the new field.
Opening a document said "the summary is being prepared" and kept saying it.
The view had one fallback for a null summary column and used it for every
outcome: a document nobody ever enqueued, a missing vision provider, a spent
budget, a withdrawn consent, an unreadable file, a provider error, and a
summary the outbound screen withheld all rendered as work in progress.
The common case is not the screen. The background job is enqueued at exactly
one place — a fresh upload with the auto-read opt-in already on — and no
backfill reaches anything else. Every document uploaded before the toggle went
on has a null column no job will ever fill, and the view promised all of them a
summary that was never coming.
Record the outcome as `summary_state` (migration 0254, additive, defaults to
NONE which is truthful for every existing row) and branch on it. Only PENDING,
set when a job genuinely exists, may claim generation is running. NONE,
WITHHELD and UNAVAILABLE each say what happened and offer to generate one.
The withhold keeps its rule and loses its dead end. Blocked prose is still
never shown and never stored — only the fact of the refusal is kept, and it is
no longer terminal, so asking again re-runs the gauntlet. That was the original
intent; leaving the column null defeated it, because null read as "generating"
and the guard meant nothing would ever overwrite it.
The on-demand summary now persists what it produces. It is the only repair path
for the documents the job never ran for, and re-deriving the same paragraph on
every open costs a provider call for nothing. Generation is still only ever a
click — nothing runs because a view rendered. Transcription stays session-only.
Also drop the "read by AI" line from the detail footer.
The summary is model prose about the document and is contractually
descriptive-only, but it was returned to the browser verbatim with no guard.
Screen it against the insights contracts and let each caller apply its own
policy: the on-demand route replaces the text with a short honest statement
because a user is waiting on it, while the background job persists nothing --
its updateMany is guarded on a null summary, so a stored refusal would stamp
the document permanently with no path to regenerate.
Transcription stays unscreened by construction. It reproduces the user's own
document verbatim; a discharge letter that says to increase a dose is the
prescriber's instruction, and censoring it would delete the user's own record
from their own view. Locale is required on the summary input type and absent
from the transcription input so a caller cannot silently fall back to the
English banks.
When the auto-AI-read opt-in is on, a freshly uploaded document is summarised
once in the background and the encrypted summary is stored and shown on the
document detail view.
- A background step runs after upload alongside the existing content-index and
thumbnail steps. It generates a short (3-4 sentence) plain-language summary
only when the user's documentsAutoAiRead opt-in is on (that flag is also the
standing AI-egress consent), skips a document that already has one, and
no-ops when no vision provider is configured. It reuses the same provider
resolution, egress-consent re-assertion, and AI-budget reserve/reconcile
helpers as the on-demand route; a provider error refunds the reservation and
never fails the upload.
- The summary is stored encrypted (summaryEncrypted Bytes) with a
summaryGeneratedAt timestamp on inbound_documents, registered for key
rotation, and returned decrypted in the document detail response.
- The on-demand transient summary route is unchanged.
Gated by the same consent, budget, and module checks.
Replace the scalar document_id discriminator on a coach conversation with a
CoachConversationDocument join table and a sticky documentScoped flag, so a
conversation can be grounded on several stored documents at once while the
prompt-injection fence stays intact across the data-model change.
The fence is re-established at both enforcement points, fail-closed:
- Client: resolveCoachSendTarget routes any turn on a fenced conversation (or a
fresh chat with staged attachments) to the new /api/insights/chat/fenced
endpoint; the fenced body is strict and never carries scope, guided-question,
or prefill hints.
- Server: the tool route fetches with documentScoped:false AND 404s when the
fetched row still carries an attachment (flag/join drift), emitting a
fence_drift audit alarm. Document text now enters an LLM prompt in exactly one
code path — the fenced pipeline — with no tools and no health snapshot; a
module-graph test pins that the tool loop is unreachable from it.
The fenced turn fences each document separately with a server-built, scrubbed
header line (title and filename are untrusted text), runs a per-document egress
consent check on the single picked provider, and grounds numerically over the
live attachment union only. Attachments are capped at five documents and 192 KB
of combined text with honest truncation.
Attach and detach ride dedicated endpoints: attaching validates the document is
owned, live, indexed, and within cap, then flips the conversation fenced (the
one legal, privilege-reducing transition, audit-logged); detaching removes the
document but never clears the flag. The document-sheet chat keeps its public
wire contract and shares the same fenced pipeline over the join.
Migration 0245 adds the join table and the flag, backfills every legacy
single-document chat into a one-attachment fenced conversation, and drops the
scalar column in the same transaction — no dual-truth window.
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.
Only Anthropic accepts a native PDF block; codex and other image-only-wire
providers dropped it. Add a bounded, best-effort server-side rasterizer that
renders a PDF's pages to JPEG images those providers read as ordinary image
input, so a scanned/image-only PDF is legible on the auto-read path.
- @napi-rs/canvas promoted to a direct dependency; its musl prebuilts + the
pdfjs loader pinned into the standalone trace (next.config.ts)
- rasterize-pdf.ts: lazy pdfjs import (keeps DOMMatrix out of the eager chunk),
first 10 pages, 1600px long edge, JPEG q80, never throws
- prepareVisionInput rasterizes a PDF for a non-Anthropic vision provider and
keeps the native PDF block for Anthropic; the document capability reports
PDFs readable via raster so the UI offers the read
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
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 upload route awaited an unguarded enqueueDocumentIndex after the
document was already committed. A transient boss.send rejection (a DB
hiccup) would then surface as a 500 for an upload that in fact stored the
file. Guard the send inside the enqueue (a failure annotates and no-ops,
matching the missing-boss path) and drop the await at the call site so the
response never blocks on or fails because of background indexing.
The PATCH detail route now reads the content-index provenance, so its route
test mocks documentContentIndex.findUnique; the searchable status spinner and
the Read-with-AI pulse pair with motion-reduce:animate-none per the coverage
guard.
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.
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.
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.
Marc-André Bombeck