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>
2026-03-19 15:15:39 +03:00
parent 03dc42e74a
commit b0790d719c
14 changed files with 63 additions and 64 deletions
--- a/README.md
+++ b/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.
- **Document Management** — upload health records, lab results, prescriptions, and consultation notes. 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.
- **PDF Compilation** — request AI-generated health summaries as downloadable PDF documents.
- **Global Memory** — AI maintains a shared memory of critical health information across all your chats.
+- **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 documents (records, reports, contracts, notes, etc.). AI extracts and indexes content for intelligent retrieval.
+- **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 summaries and reports as downloadable PDF documents.
+- **Global Memory** — AI maintains a shared memory of critical information across all your chats.
 - **Multi-language** — English and Russian support.

 ## Tech Stack
--- a/backend/app/api/v1/pdf.py
+++ b/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)
--- a/backend/app/main.py
+++ b/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": "memory", "description": "Health memory entries"},
+            {"name": "documents", "description": "Document management"},
+            {"name": "memory", "description": "Memory entries"},
            {"name": "skills", "description": "AI specialist skills"},
            {"name": "notifications", "description": "User notifications"},
            {"name": "pdf", "description": "PDF report generation"},
--- a/backend/app/schemas/memory.py
+++ b/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"]


--- a/backend/app/services/ai_service.py
+++ b/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
-        pdf = await generate_health_pdf(db, user_id, title=tool_input["title"])
+        from app.services.pdf_service import generate_pdf_report
+        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():
--- a/backend/app/services/context_service.py
+++ b/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:
- Help users understand their health data and medical documents
- Provide health-related recommendations based on uploaded information
- Schedule reminders for checkups, medications, and health-related activities
- Compile health summaries when requested
- Answer health questions clearly and compassionately
+DEFAULT_SYSTEM_PROMPT = """You are a personal AI assistant helping users manage different areas of their life. Your role is to:
+- Help users organize and understand their uploaded documents and data
+- Provide recommendations and insights based on stored information
+- Schedule reminders for important events, deadlines, and recurring activities
+- Compile summaries and reports when requested
+- 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."""


--- a/backend/app/services/pdf_service.py
+++ b/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,
--- a/backend/app/services/scheduler_service.py
+++ b/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,
        )

--- a/backend/app/templates/pdf/health_report.html
+++ b/backend/app/templates/pdf/health_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>
--- a/backend/app/workers/health_review.py
+++ b/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():
-    """Review each user's health profile and generate reminder notifications."""
+async def run_daily_review():
+    """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 [].",
-            messages=[{"role": "user", "content": f"User health profile:\n{memory_text}"}],
+            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 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,
--- a/frontend/public/locales/en/translation.json
+++ b/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",
-      "consultation": "Consultation",
-      "prescription": "Prescription",
-      "imaging": "Imaging"
+      "report": "Report",
+      "contract": "Contract",
+      "receipt": "Receipt",
+      "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",
-      "medication": "Medication",
-      "allergy": "Allergy",
-      "vital": "Vital Sign",
+      "health": "Health",
+      "finance": "Finance",
+      "personal": "Personal",
+      "work": "Work",
      "document_summary": "Document Summary",
      "other": "Other"
    },
--- a/frontend/public/locales/ru/translation.json
+++ b/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",
-      "consultation": "Консультация",
-      "prescription": "Рецепт",
-      "imaging": "Снимки"
+      "report": "Отчёт",
+      "contract": "Договор",
+      "receipt": "Квитанция",
+      "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",
-      "medication": "Лекарство",
-      "allergy": "Аллергия",
-      "vital": "Показатели",
+      "health": "Здоровье",
+      "finance": "Финансы",
+      "personal": "Личное",
+      "work": "Работа",
      "document_summary": "Сводка документа",
      "other": "Другое"
    },
--- a/frontend/src/components/documents/upload-dialog.tsx
+++ b/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();
--- a/frontend/src/components/memory/memory-editor.tsx
+++ b/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 {