Generalize from health-specific to universal personal assistant

The app manages multiple life areas (health, finance, personal, work),
not just health. Updated all health-specific language throughout:

Backend:
- Default system prompt: general personal assistant (not health-only)
- AI tool descriptions: generic (not health records/medications)
- Memory categories: health, finance, personal, work, document_summary, other
  (replaces condition, medication, allergy, vital)
- PDF template: "Prepared for" (not "Patient"), "Key Information" (not "Health Profile")
- Renamed generate_health_pdf -> generate_pdf_report, health_report.html -> report.html
- Renamed run_daily_health_review -> run_daily_review
- Context assembly: "User Profile" (not "Health Profile")
- OpenAPI: generic descriptions

Frontend:
- Dashboard subtitle: "Your personal AI assistant"
- Memory categories: Health, Finance, Personal, Work
- Document types: Report, Contract, Receipt, Certificate (not lab_result, etc.)
- Updated en + ru translations throughout

Documentation:
- README: general personal assistant description
- Removed health-only feature descriptions

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

README.md

@@ -1,14 +1,14 @@
 # Personal AI Assistant
 
-A client-server web application for managing personal health and life areas with AI-powered assistance. Upload documents, chat with AI specialists, receive proactive health reminders, and track critical information across multiple life domains.
+A client-server web application for managing different areas of personal life with AI-powered assistance. Upload documents, chat with AI specialists, receive proactive reminders, and track critical information across multiple life domains (health, finance, personal, work, etc.).
 
 ## Key Features
 
-- **AI Chat with Specialists** — create chats using configurable skills (e.g., cardiologist, nutritionist). Each skill shapes the AI's behavior as a domain expert.
+- **AI Chat with Specialists** — create chats using configurable skills (e.g., doctor, financial advisor, personal coach). Each skill shapes the AI's behavior as a domain expert.
-- **Document Management** — upload health records, lab results, prescriptions, and consultation notes. AI extracts and indexes content for intelligent retrieval.
+- **Document Management** — upload documents (records, reports, contracts, notes, etc.). AI extracts and indexes content for intelligent retrieval.
-- **Proactive Notifications** — AI analyzes your health profile and schedules reminders (checkups, medication reviews) via in-app, email, or Telegram.
+- **Proactive Notifications** — AI analyzes your stored data and schedules reminders (deadlines, follow-ups, recurring events) via in-app, email, or Telegram.
-- **PDF Compilation** — request AI-generated health summaries as downloadable PDF documents.
+- **PDF Compilation** — request AI-generated summaries and reports as downloadable PDF documents.
-- **Global Memory** — AI maintains a shared memory of critical health information across all your chats.
+- **Global Memory** — AI maintains a shared memory of critical information across all your chats.
 - **Multi-language** — English and Russian support.
 
 ## Tech Stack

backend/app/api/v1/pdf.py

@@ -21,7 +21,7 @@ async def compile_pdf(
     user: Annotated[User, Depends(get_current_user)],
     db: Annotated[AsyncSession, Depends(get_db)],
 ):
-    pdf = await pdf_service.generate_health_pdf(
+    pdf = await pdf_service.generate_pdf_report(
         db, user.id, data.title, data.document_ids or None, data.chat_id,
     )
     return PdfResponse.model_validate(pdf)

backend/app/main.py

@@ -32,7 +32,7 @@ async def lifespan(app: FastAPI):
 def create_app() -> FastAPI:
     app = FastAPI(
         title="AI Assistant API",
-        description="Personal AI health assistant with document management, chat, and notifications.",
+        description="Personal AI assistant with document management, chat, memory, and notifications.",
         version="0.1.0",
         lifespan=lifespan,
         docs_url="/api/docs" if settings.DOCS_ENABLED else None,
@@ -41,8 +41,8 @@ def create_app() -> FastAPI:
         openapi_tags=[
             {"name": "auth", "description": "Authentication and registration"},
             {"name": "chats", "description": "AI chat conversations"},
-            {"name": "documents", "description": "Health document management"},
+            {"name": "documents", "description": "Document management"},
-            {"name": "memory", "description": "Health memory entries"},
+            {"name": "memory", "description": "Memory entries"},
             {"name": "skills", "description": "AI specialist skills"},
             {"name": "notifications", "description": "User notifications"},
             {"name": "pdf", "description": "PDF report generation"},

backend/app/schemas/memory.py

@@ -4,7 +4,7 @@ from typing import Literal
 
 from pydantic import BaseModel, Field
 
-CategoryType = Literal["condition", "medication", "allergy", "vital", "document_summary", "other"]
+CategoryType = Literal["health", "finance", "personal", "work", "document_summary", "other"]
 ImportanceType = Literal["critical", "high", "medium", "low"]
 
 

backend/app/services/ai_service.py

@@ -24,13 +24,13 @@ client = AsyncAnthropic(api_key=settings.ANTHROPIC_API_KEY)
 AI_TOOLS = [
     {
         "name": "save_memory",
-        "description": "Save important health information to the user's memory. Use this when the user shares critical health data like conditions, medications, allergies, or important health facts.",
+        "description": "Save important information to the user's memory. Use this when the user shares critical personal data, facts, preferences, or key details they want to remember across conversations.",
         "input_schema": {
             "type": "object",
             "properties": {
                 "category": {
                     "type": "string",
-                    "enum": ["condition", "medication", "allergy", "vital", "document_summary", "other"],
+                    "enum": ["health", "finance", "personal", "work", "document_summary", "other"],
                     "description": "Category of the memory entry",
                 },
                 "title": {"type": "string", "description": "Short title for the memory entry"},
@@ -46,7 +46,7 @@ AI_TOOLS = [
     },
     {
         "name": "search_documents",
-        "description": "Search the user's uploaded health documents for relevant information. Use this when you need to find specific health records, lab results, or consultation notes.",
+        "description": "Search the user's uploaded documents for relevant information. Use this when you need to find specific records, files, or notes the user has uploaded.",
         "input_schema": {
             "type": "object",
             "properties": {
@@ -57,13 +57,13 @@ AI_TOOLS = [
     },
     {
         "name": "get_memory",
-        "description": "Retrieve the user's stored health memories filtered by category. Use this to recall previously saved health information.",
+        "description": "Retrieve the user's stored memories filtered by category. Use this to recall previously saved information.",
         "input_schema": {
             "type": "object",
             "properties": {
                 "category": {
                     "type": "string",
-                    "enum": ["condition", "medication", "allergy", "vital", "document_summary", "other"],
+                    "enum": ["health", "finance", "personal", "work", "document_summary", "other"],
                     "description": "Optional category filter. Omit to get all memories.",
                 },
             },
@@ -94,7 +94,7 @@ AI_TOOLS = [
     },
     {
         "name": "generate_pdf",
-        "description": "Generate a PDF health report compilation from the user's data. Use this when the user asks for a document or summary of their health information.",
+        "description": "Generate a PDF report compilation from the user's data. Use this when the user asks for a document or summary of their stored information.",
         "input_schema": {
             "type": "object",
             "properties": {
@@ -173,8 +173,8 @@ async def _execute_tool(
         })
 
     elif tool_name == "generate_pdf":
-        from app.services.pdf_service import generate_health_pdf
+        from app.services.pdf_service import generate_pdf_report
-        pdf = await generate_health_pdf(db, user_id, title=tool_input["title"])
+        pdf = await generate_pdf_report(db, user_id, title=tool_input["title"])
         await db.commit()
         return json.dumps({
             "status": "generated",
@@ -213,7 +213,7 @@ async def assemble_context(
     memories = await get_critical_memories(db, user_id)
     if memories:
         memory_lines = [f"- [{m.category}] {m.title}: {m.content}" for m in memories]
-        system_parts.append(f"---\nUser Health Profile:\n" + "\n".join(memory_lines))
+        system_parts.append(f"---\nUser Profile (Key Information):\n" + "\n".join(memory_lines))
 
     # 5. Relevant document excerpts (based on user message keywords)
     if user_message.strip():

backend/app/services/context_service.py

@@ -5,14 +5,14 @@ from sqlalchemy.ext.asyncio import AsyncSession
 
 from app.models.context_file import ContextFile
 
-DEFAULT_SYSTEM_PROMPT = """You are a personal AI health assistant. Your role is to:
+DEFAULT_SYSTEM_PROMPT = """You are a personal AI assistant helping users manage different areas of their life. Your role is to:
-- Help users understand their health data and medical documents
+- Help users organize and understand their uploaded documents and data
-- Provide health-related recommendations based on uploaded information
+- Provide recommendations and insights based on stored information
-- Schedule reminders for checkups, medications, and health-related activities
+- Schedule reminders for important events, deadlines, and recurring activities
-- Compile health summaries when requested
+- Compile summaries and reports when requested
-- Answer health questions clearly and compassionately
+- Answer questions clearly and helpfully
 
-Always be empathetic, accurate, and clear. When uncertain, recommend consulting a healthcare professional.
+Always be empathetic, accurate, and clear. When uncertain about specialized topics, recommend consulting a relevant professional.
 You can communicate in English and Russian based on the user's preference."""
 
 

backend/app/services/pdf_service.py

@@ -19,7 +19,7 @@ jinja_env = Environment(
 )
 
 
-async def generate_health_pdf(
+async def generate_pdf_report(
     db: AsyncSession,
     user_id: uuid.UUID,
     title: str,
@@ -53,7 +53,7 @@ async def generate_health_pdf(
                 })
 
     # Render HTML
-    template = jinja_env.get_template("health_report.html")
+    template = jinja_env.get_template("report.html")
     html = template.render(
         title=title,
         user_name=user.full_name or user.username,

backend/app/services/scheduler_service.py

@@ -16,11 +16,11 @@ def start_scheduler():
             replace_existing=True,
         )
 
-        from app.workers.health_review import run_daily_health_review
+        from app.workers.health_review import run_daily_review
         scheduler.add_job(
-            run_daily_health_review,
+            run_daily_review,
             trigger=CronTrigger(hour=8, minute=0),
-            id="daily_health_review",
+            id="daily_review",
             replace_existing=True,
         )
 

backend/app/templates/pdf/report.html

@@ -26,13 +26,13 @@
 <body>
   <div class="header">
     <h1>{{ title }}</h1>
-    <p>Patient: {{ user_name }}</p>
+    <p>Prepared for: {{ user_name }}</p>
     <p>Generated: {{ generated_at }}</p>
   </div>
 
   {% if memories %}
   <div class="section">
-    <h2>Health Profile</h2>
+    <h2>Key Information</h2>
     {% for m in memories %}
     <div class="memory-entry">
       <span class="category">{{ m.category }}</span>

backend/app/workers/health_review.py

@@ -1,4 +1,4 @@
-"""Daily job: proactive health review for all users with health data."""
+"""Daily job: proactive review for all users with stored data."""
 import asyncio
 import json
 import logging
@@ -17,8 +17,8 @@ logger = logging.getLogger(__name__)
 client = AsyncAnthropic(api_key=settings.ANTHROPIC_API_KEY)
 
 
-async def run_daily_health_review():
+async def run_daily_review():
-    """Review each user's health profile and generate reminder notifications."""
+    """Review each user's profile and generate reminder notifications."""
     if not settings.ANTHROPIC_API_KEY:
         return
 
@@ -31,7 +31,7 @@ async def run_daily_health_review():
             await _review_user(user)
             await asyncio.sleep(1)  # Rate limit
         except Exception:
-            logger.exception(f"Health review failed for user {user.id}")
+            logger.exception(f"Daily review failed for user {user.id}")
 
 
 async def _review_user(user: User):
@@ -45,13 +45,12 @@ async def _review_user(user: User):
         response = await client.messages.create(
             model=settings.CLAUDE_MODEL,
             max_tokens=500,
-            system="You are a health assistant. Based on the user's health profile, suggest any upcoming checkups, medication reviews, or health actions that should be reminded. Respond with a JSON array of objects with 'title' and 'body' fields. If no reminders are needed, return an empty array [].",
+            system="You are a personal assistant. Based on the user's stored information, suggest any upcoming actions, deadlines, follow-ups, or reminders that would be helpful. Respond with a JSON array of objects with 'title' and 'body' fields. If no reminders are needed, return an empty array [].",
-            messages=[{"role": "user", "content": f"User health profile:\n{memory_text}"}],
+            messages=[{"role": "user", "content": f"User profile data:\n{memory_text}"}],
         )
 
         try:
             text = response.content[0].text.strip()
-            # Extract JSON from response
             if "[" in text:
                 json_str = text[text.index("["):text.rindex("]") + 1]
                 reminders = json.loads(json_str)
@@ -60,7 +59,7 @@ async def _review_user(user: User):
         except (json.JSONDecodeError, ValueError):
             return
 
-        for reminder in reminders[:5]:  # Max 5 reminders per user per day
+        for reminder in reminders[:5]:
             if "title" in reminder and "body" in reminder:
                 notif = await create_notification(
                     db,

frontend/public/locales/en/translation.json

@@ -42,7 +42,7 @@
   },
   "dashboard": {
     "welcome": "Welcome, {{name}}",
-    "subtitle": "Your personal AI health assistant"
+    "subtitle": "Your personal AI assistant"
   },
   "chat": {
     "new_chat": "New Chat",
@@ -116,10 +116,10 @@
     "clear_search": "Clear",
     "types": {
       "other": "Other",
-      "lab_result": "Lab Result",
+      "report": "Report",
-      "consultation": "Consultation",
+      "contract": "Contract",
-      "prescription": "Prescription",
+      "receipt": "Receipt",
-      "imaging": "Imaging"
+      "certificate": "Certificate"
     },
     "status": {
       "pending": "Pending",
@@ -131,7 +131,7 @@
   "memory": {
     "create": "Add Memory Entry",
     "edit": "Edit Memory Entry",
-    "no_entries": "No memory entries yet. The AI will save important health information here.",
+    "no_entries": "No memory entries yet. The AI will save important information here.",
     "category": "Category",
     "importance": "Importance",
     "title_field": "Title",
@@ -139,10 +139,10 @@
     "content_field": "Content",
     "content_placeholder": "Detailed information...",
     "categories": {
-      "condition": "Condition",
+      "health": "Health",
-      "medication": "Medication",
+      "finance": "Finance",
-      "allergy": "Allergy",
+      "personal": "Personal",
-      "vital": "Vital Sign",
+      "work": "Work",
       "document_summary": "Document Summary",
       "other": "Other"
     },

frontend/public/locales/ru/translation.json

@@ -42,7 +42,7 @@
   },
   "dashboard": {
     "welcome": "Добро пожаловать, {{name}}",
-    "subtitle": "Ваш персональный ИИ-ассистент по здоровью"
+    "subtitle": "Ваш персональный ИИ-ассистент"
   },
   "chat": {
     "new_chat": "Новый чат",
@@ -116,10 +116,10 @@
     "clear_search": "Очистить",
     "types": {
       "other": "Другое",
-      "lab_result": "Анализы",
+      "report": "Отчёт",
-      "consultation": "Консультация",
+      "contract": "Договор",
-      "prescription": "Рецепт",
+      "receipt": "Квитанция",
-      "imaging": "Снимки"
+      "certificate": "Сертификат"
     },
     "status": {
       "pending": "Ожидание",
@@ -131,7 +131,7 @@
   "memory": {
     "create": "Добавить запись",
     "edit": "Редактировать запись",
-    "no_entries": "Записей пока нет. ИИ будет сохранять важную информацию о здоровье здесь.",
+    "no_entries": "Записей пока нет. ИИ будет сохранять важную информацию здесь.",
     "category": "Категория",
     "importance": "Важность",
     "title_field": "Заголовок",
@@ -139,10 +139,10 @@
     "content_field": "Содержание",
     "content_placeholder": "Подробная информация...",
     "categories": {
-      "condition": "Заболевание",
+      "health": "Здоровье",
-      "medication": "Лекарство",
+      "finance": "Финансы",
-      "allergy": "Аллергия",
+      "personal": "Личное",
-      "vital": "Показатели",
+      "work": "Работа",
       "document_summary": "Сводка документа",
       "other": "Другое"
     },

frontend/src/components/documents/upload-dialog.tsx

@@ -9,7 +9,7 @@ interface UploadDialogProps {
   onClose: () => void;
 }
 
-const DOC_TYPES = ["other", "lab_result", "consultation", "prescription", "imaging"];
+const DOC_TYPES = ["other", "report", "contract", "receipt", "certificate"];
 
 export function UploadDialog({ open, onClose }: UploadDialogProps) {
   const { t } = useTranslation();

frontend/src/components/memory/memory-editor.tsx

@@ -2,7 +2,7 @@ import { useState, useEffect } from "react";
 import { useTranslation } from "react-i18next";
 import type { MemoryEntry } from "@/api/memory";
 
-const CATEGORIES = ["condition", "medication", "allergy", "vital", "document_summary", "other"];
+const CATEGORIES = ["health", "finance", "personal", "work", "document_summary", "other"];
 const IMPORTANCE_LEVELS = ["critical", "high", "medium", "low"];
 
 interface MemoryEditorProps {