Implement first four phases of medical docs roadmap

2026-02-09 16:35:45 -07:00
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+# Medical Documentation System — Roadmap
+
+A dedicated admin-only section for organizing medical documents (receipts, doctor notes, recorded conversations, lab results, etc.) for multiple family members. Uses Claude AI to auto-classify, tag, and extract structured data from uploaded documents. Completely separate from the existing media/gallery system.
+
+---
+
+## Phase 1: Database Foundation & Core Document Management ✅
+Tables for people, documents, tags, doctors, conditions, prescriptions, costs. Basic CRUD service. Admin-gated Razor Page with file upload and plain-text note entry.
+
+## Phase 2: People & Document Browsing ✅
+UI for managing people (family members). Document list with filtering by person, type icons, download/preview.
+
+## Phase 3: Claude AI Integration ✅
+`MedicalAiService` using Claude API. On upload: OCR, text extraction, auto-classification, auto-tagging, structured data extraction. Manual transcript field for audio files.
+
+## Phase 4: Doctors, Conditions & Prescription Tracking ✅
+Doctor/condition management (global doctors, per-person conditions). Prescription tracking with doctor linkage, expandable pickup history, and "last pickup" display. Inline add/edit/delete for all entities.
+
+## Phase 5: Financial Tracking ⬅️ **Up Next**
+Receipt cost extraction and storage. Aggregation views by year, person, and category.
+
+## Phase 6: Search & Filtering
+Full-text search on extracted text. Filter by person, doctor, condition, tags, document type, date range. Combined filters.
+
+## Phase 7: AI-Enhanced Insights
+Medical timeline per person. Visit prep summaries. Batch re-analysis when AI improves.
+
+## Phase 8: Polish & Hardening
+Background AI processing queue. Pagination/lazy-loading. Export (PDF summary, CSV costs). Mobile-responsive UI.