feat: add AI knowledge analysis MVP

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2026-07-05 00:47:52 -07:00
parent 6aa72d3b43
commit e204974b57
32 changed files with 8705 additions and 4 deletions

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@@ -349,3 +349,96 @@ GOOGLE_GENERATIVE_AI_API_KEY=...
# Anthropic
ANTHROPIC_API_KEY=sk-ant-...
```
## Scenario: Elder AI Analysis MVP With LangChain And pgvector
### 1. Scope / Trigger
- Trigger: AI features that inspect resident, care, health, family, admission, alert, incident, or knowledge data.
- Current project contract: the elder analysis MVP uses LangChain on the server with an OpenAI-compatible provider, not the Vercel AI SDK runtime path.
- Keep provider calls under `modules/ai/server/*`; feature modules and API routes must not instantiate model clients directly.
### 2. Signatures
- API:
- `GET /api/ai/elders/[id]/analyses`
- `POST /api/ai/elders/[id]/analyses`
- `GET /api/ai/knowledge`
- `POST /api/ai/knowledge`
- `PATCH /api/ai/knowledge/[id]`
- `DELETE /api/ai/knowledge/[id]`
- DB:
- `ai_knowledge_entries`
- `ai_knowledge_chunks` with `vector(1536)`
- `elder_ai_analyses`
- Runtime env:
- `AI_API_KEY` required for generation and embedding.
- `AI_BASE_URL` optional OpenAI-compatible endpoint.
- `AI_CHAT_MODEL` optional, defaults in `modules/ai/server/config.ts`.
- `AI_EMBEDDING_MODEL` optional, defaults in `modules/ai/server/config.ts`.
### 3. Contracts
- All API responses use the project API shape: `{ success: boolean, reason: string, ...payload }`.
- Knowledge entry input fields:
- `scope`: `"platform" | "organization"`
- `title`: non-empty string
- `category`: string
- `tags`: string
- `body`: non-empty string
- `status`: `"enabled" | "disabled"`
- Elder analysis history stores:
- `status`: `"completed" | "failed"`
- `dataScopes`: JSON array of included families
- `resultJson`: only for completed rows
- `errorCategory` / `errorReason`: sanitized only for failed rows
- Failed rows must not store prompts, full resident context snapshots, API keys, or raw provider errors.
- Knowledge retrieval may return enabled platform knowledge and enabled active-organization knowledge only.
### 4. Validation & Error Matrix
- Missing `ai:read` -> `403 权限不足`.
- Missing `elder:read` -> `403 权限不足`.
- Missing active organization for elder analysis -> `400`.
- Target elder outside active organization -> `404`.
- Missing `knowledge:read` -> knowledge scope is omitted from analysis context.
- Missing `knowledge:manage` -> knowledge mutation routes return `403`.
- Platform knowledge mutation without `platform:manage` -> `403`.
- Missing `AI_API_KEY` -> save failed analysis with `missing_config`, return structured failure.
- Provider failure -> save failed analysis with `provider_error` or `timeout`.
- Invalid model output -> save failed analysis with `schema_validation_failed`.
### 5. Good/Base/Bad Cases
- Good: org manager generates elder analysis; context includes only data families allowed by the manager's current permissions; history stores matching `dataScopes`.
- Base: caregiver generates analysis; caregiver gets `ai:read` and `knowledge:read` by default, but cannot mutate knowledge.
- Bad: viewer has `elder:read` but no `ai:read`; the AI row action must not be exposed and API must return `403`.
- Bad: organization user attempts to retrieve another organization's private knowledge; the retrieval query must not include those chunks.
### 6. Tests Required
- Permission seeding assertions for `ai:*` and `knowledge:*` default role grants.
- Knowledge retrieval tests for platform shared, own organization, other organization, and disabled entry filtering.
- Analysis tests for missing config, schema validation failure, failed-history sanitization, and data-scope redaction.
- Route tests for auth/permission failures and standard response shape.
### 7. Wrong vs Correct
#### Wrong
```typescript
// Do not call a model from a feature route and pass raw resident rows directly.
const model = new ChatOpenAI({ apiKey: process.env.AI_API_KEY });
await model.invoke(JSON.stringify(residentRows));
```
#### Correct
```typescript
// Keep model calls in modules/ai/server and build permission-aware context first.
const result = await generateElderAiAnalysis(auth.context, elderId);
if (!result.success) {
return jsonFailure(result.reason, result.status);
}
return jsonSuccess("AI 分析已生成", { analysis: result.data.analysis }, 201);
```

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@@ -244,6 +244,79 @@ if (type === "tool-output-available") {
}
```
## Scenario: Elder AI Analysis Panel MVP
### 1. Scope / Trigger
- Trigger: UI surfaces that render elder AI analysis, knowledge retrieval results, or AI history.
- Current project contract: the MVP elder workflow is a fixed structured analysis panel, not chat and not streaming.
- Do not use `@ai-sdk/react` hooks for this MVP panel; use the existing project API result shape through fetch until a generated client exists for these routes.
### 2. Signatures
- Elder row action:
- Visible only when current permissions include both `ai:read` and `elder:read`.
- Opens `ElderAiAnalysisDialog` with `width="wide"`.
- Client APIs:
- `GET /api/ai/elders/[id]/analyses` -> `{ success, reason, history }`
- `POST /api/ai/elders/[id]/analyses` -> `{ success, reason, analysis }`
- `GET /api/ai/knowledge` -> `{ success, reason, entries }`
- Knowledge mutations -> `{ success, reason, entry }`
### 3. Contracts
- Render completed analysis from fixed fields:
- `overallRiskLevel`
- `summary`
- `keyFindings[]`
- `recommendations[]`
- `dataGaps[]`
- `citations[]`
- `confidence`
- `modelSummary`
- Render `restricted: true` history items as placeholders only; do not assume `result` or citations exist.
- Render failed history from sanitized `errorCategory` / `errorReason`; never display raw provider errors.
- The MVP UI must not provide one-click business mutations or confirmable drafts from recommendations.
### 4. Validation & Error Matrix
- Missing `ai:read` or `elder:read` -> hide row action.
- API failure -> show `reason` in the dialog or settings page message area.
- `restricted: true` history -> show an access-restricted placeholder.
- `status === "failed"` -> show failed badge and sanitized reason.
- Empty history -> show empty state.
- Generation pending -> disable generate button and show loading label.
### 5. Good/Base/Bad Cases
- Good: authorized manager opens dialog, generates analysis, sees latest completed result, citations, data gaps, and history list.
- Base: generation fails because provider is not configured; user sees a structured failure message and failed history remains visible.
- Bad: viewer without `ai:read` sees an `AI 分析` row action.
- Bad: frontend renders recommendations as buttons that create care tasks, alert handling notes, or health review records.
### 6. Tests Required
- Component or route smoke coverage for hidden AI action when permissions are missing.
- History rendering coverage for completed, failed, restricted, and empty states.
- Knowledge settings coverage for read-only users and `knowledge:manage` users.
- Build check must include both unscoped `/app/settings/knowledge` and scoped `/app/[organizationSlug]/settings/knowledge`.
### 7. Wrong vs Correct
#### Wrong
```tsx
// Do not expose an AI action based only on elder read permission.
{permissions.includes("elder:read") ? <button>AI </button> : null}
```
#### Correct
```tsx
const canUseAi = permissions.includes("ai:read") && permissions.includes("elder:read");
{canUseAi ? <Button onClick={() => setAiTarget(elder)}>AI </Button> : null}
```
## 7. Best Practices Summary
| Rule | Description |