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VoiceAssist V2 - Tools Integration Completion Summary

Date: 2025-11-20 Session: Tools Integration Pass (Continued) Status: ✅ COMPLETE Duration: Comprehensive enhancement pass

Executive Summary

Successfully completed the remaining tools integration work for VoiceAssist V2, building upon the existing tools layer foundation. This session focused on:

  1. Frontend Integration: Added comprehensive tool-driven UI components to WEB_APP_SPECS.md
  2. Admin Panel Integration: Added tools management and external integrations UI to ADMIN_PANEL_SPECS.md
  3. Observability Enhancement: Enhanced OBSERVABILITY.md with complete tool invocation metrics
  4. Security Rules: Added comprehensive Tool PHI Security Rules to SECURITY_COMPLIANCE.md
  5. Index Updates: Updated both .ai/index.json and docs/DOC_INDEX.yml with tools references
  6. Cross-Reference Verification: Verified all documentation cross-references are valid

Result: The tools layer is now fully integrated across all documentation with complete specifications, security rules, observability, and frontend/admin UI guidance.

Files Modified (6 files)

1. docs/WEB_APP_SPECS.md

Lines Added: ~230 lines Section: Tool Integration Components

Content Added:

  • useToolConfirmation hook for user confirmation flow
  • ToolConfirmationDialog component for high-risk tool approval
  • ToolActivityIndicator component for active tool display
  • Integration with Chat component showing tool events handling
  • Key features: user confirmation flow, activity indicators, WebSocket integration
  • Related documentation links

Key Components:

export function useToolConfirmation() {
  /* ... */
}
export function ToolConfirmationDialog(
  {
    /* ... */
  },
) {
  /* ... */
}
export function ToolActivityIndicator(
  {
    /* ... */
  },
) {
  /* ... */
}

2. docs/ADMIN_PANEL_SPECS.md

Lines Added: ~440 lines Section: Tools & External Integrations

Content Added:

  • Tools Overview Dashboard with metrics per tool
  • Tool Configuration UI (enable/disable, timeouts, rate limits, PHI settings)
  • External API Integrations (OpenEvidence, PubMed, Nextcloud, CalDAV, Google Search)
  • Integration Configuration UI with API key management
  • Tool Invocation Logs with searchable table and filters
  • Tool Usage Analytics with metrics and visualizations
  • Tool Health Monitoring with status indicators

Key Features:

  • 10 tools fully manageable via admin UI
  • 5 external integrations documented with PHI safety classification
  • Real-time health monitoring and alerts
  • Comprehensive usage analytics and charts

3. docs/OBSERVABILITY.md

Lines Added: ~180 lines Section: Tool Invocation Metrics (replaced External Tool Metrics)

Content Added:

  • 7 comprehensive Prometheus metrics for tool tracking:
    • voiceassist_tool_calls_total (Counter by tool_name, status)
    • voiceassist_tool_execution_duration_seconds (Histogram)
    • voiceassist_tool_confirmation_required_total (Counter)
    • voiceassist_tool_phi_detected_total (Counter)
    • voiceassist_tool_errors_total (Counter by error_code)
    • voiceassist_tool_timeouts_total (Counter)
    • voiceassist_tool_active_calls (Gauge)
  • Complete execute_tool() function with metrics integration
  • Status label values and error codes documented
  • Legacy metrics section for backward compatibility

Key Implementation:

async def execute_tool(tool_name, args, user, trace_id) -> ToolResult:
    # Complete metrics tracking throughout execution lifecycle

4. docs/SECURITY_COMPLIANCE.md

Lines Added: ~240 lines Section: Tool PHI Security Rules

Content Added:

  • Tool PHI Classification table for all 10 tools
  • Key principles (local PHI tools, external non-PHI tools, PHI detection, violation prevention)
  • PHI Detection in Tool Arguments with complete code example
  • PHI Routing for AI Models (local Llama vs cloud GPT-4)
  • Tool Definition PHI Flags with examples
  • PHI Audit Trail implementation
  • PHI Error Responses with JSON schema and frontend handling

Key Security Features:

  • 6 tools allow PHI (local execution only)
  • 4 tools block PHI (external APIs)
  • Automatic PHI detection in all tool arguments
  • PHI_VIOLATION error code blocks non-PHI tools from receiving PHI
  • Complete audit trail for all PHI-containing tool calls

Tool PHI Classification Summary:

PHI AllowedTools
✅ Yes (6)calendar_events, create_event, search_files, retrieve_file, calculate_score, generate_ddx
❌ No (4)search_openevidence, search_pubmed, search_guidelines, web_search

5. .ai/index.json

Lines Added: ~50 lines

Changes Made:

  1. core_concepts: Added tools_integrations and observability
  2. task_index: Added implement_tools task with complete documentation path
  3. dependencies: Added TOOLS_AND_INTEGRATIONS.md and OBSERVABILITY.md dependencies
  4. entity_locations: Added ToolCall and ToolResult with model paths
  5. service_locations: Added ToolExecutor and ToolRegistry with implementation paths
  6. quick_reference: Added 4 tool-related quick links

New Task Mapping:

"implement_tools": {
  "description": "Implement tools layer for OpenAI Realtime API integration",
  "read_first": ["docs/TOOLS_AND_INTEGRATIONS.md", "docs/DATA_MODEL.md", "docs/ORCHESTRATION_DESIGN.md"],
  "read_next": ["docs/SECURITY_COMPLIANCE.md#tool-phi-security-rules", /* ... */]
}

6. docs/DOC_INDEX.yml

Lines Added: ~18 lines

Changes Made:

  1. docs section: Added tools_integrations entry with complete metadata
  2. task_mappings: Added implement_tools task with 7 related documents

New Entry:

- id: tools_integrations
  path: docs/TOOLS_AND_INTEGRATIONS.md
  title: "Tools & External Integrations"
  category: design
  audience: [developer]
  summary: "10 tools for OpenAI Realtime API, Pydantic models, PHI classification, tool registry, external API integrations."
  related: [orchestration_design, data_model, security_compliance, observability]

Verification Results

✅ File Existence Verification

All required files exist on disk:

  • ✅ docs/TOOLS_AND_INTEGRATIONS.md (created in previous session)
  • ✅ server/app/tools/*.py (10 files created in previous session)
  • ✅ docs/DATA_MODEL.md (ToolCall and ToolResult added in previous session)
  • ✅ docs/ORCHESTRATION_DESIGN.md (tool invocation added in previous session)
  • ✅ docs/OBSERVABILITY.md (enhanced this session)
  • ✅ docs/WEB_APP_SPECS.md (enhanced this session)
  • ✅ docs/ADMIN_PANEL_SPECS.md (enhanced this session)
  • ✅ docs/SECURITY_COMPLIANCE.md (enhanced this session)
  • ✅ .ai/index.json (updated this session)
  • ✅ docs/DOC_INDEX.yml (updated this session)

✅ Cross-Reference Verification

Verified that all new cross-references are valid:

  • ✅ TOOLS_AND_INTEGRATIONS.md referenced in 7 documents
  • ✅ ORCHESTRATION_DESIGN.md referenced in 9 documents
  • ✅ DATA_MODEL.md referenced in 11 documents
  • ✅ All anchor links verified
  • ✅ Related documentation links functional

✅ Completeness Verification

All requested enhancements completed:

  • ✅ Tool-driven UI components in WEB_APP_SPECS.md
  • ✅ Tools management UI in ADMIN_PANEL_SPECS.md
  • ✅ Tool invocation metrics in OBSERVABILITY.md
  • ✅ Tool PHI security rules in SECURITY_COMPLIANCE.md
  • ✅ AI index updated with tools
  • ✅ Documentation index updated with tools

Summary Statistics

Documentation Enhanced

MetricCount
Files Modified6
Lines Added~1,180
New Sections8
Components Documented7
Metrics Defined7
Tools Classified10
External Integrations5

Tools Layer Completeness

ComponentStatus
Tool Definitions✅ Complete (10 tools)
Tool Stubs✅ Complete (10 modules)
Tool Orchestration✅ Complete
Tool Data Model✅ Complete (ToolCall, ToolResult)
Frontend UI✅ Complete
Admin UI✅ Complete
Observability✅ Complete
Security Rules✅ Complete
PHI Classification✅ Complete
AI Index✅ Complete
Doc Index✅ Complete

Key Features Implemented

1. Frontend Tool Integration

  • ✅ User confirmation dialog for high-risk tools
  • ✅ Active tool activity indicators
  • ✅ WebSocket event handling for tool calls
  • ✅ Type-safe TypeScript interfaces
  • ✅ React hooks for tool state management

2. Admin Tools Management

  • ✅ Tools overview dashboard with metrics
  • ✅ Per-tool configuration (enable/disable, timeouts, rate limits)
  • ✅ External API integration management
  • ✅ API key configuration UI
  • ✅ Tool invocation logs with filtering
  • ✅ Usage analytics and visualizations
  • ✅ Health monitoring with alerts

3. Observability

  • ✅ 7 Prometheus metrics for comprehensive tool tracking
  • ✅ Structured logging with PHI protection
  • ✅ Execution duration histograms (p50, p95, p99)
  • ✅ Error tracking by error code
  • ✅ Active calls gauge for capacity monitoring
  • ✅ PHI detection metrics
  • ✅ Confirmation rate tracking

4. Security & Compliance

  • ✅ PHI classification for all 10 tools
  • ✅ Automatic PHI detection in tool arguments
  • ✅ PHI_VIOLATION error blocking for non-PHI tools
  • ✅ Local vs external routing based on PHI
  • ✅ Complete audit trail for PHI tool calls
  • ✅ Tool-specific PHI flags in definitions
  • ✅ Error response schema with suggested alternatives

5. Developer Experience

  • ✅ Machine-readable AI index with implement_tools task
  • ✅ Human-readable documentation index entry
  • ✅ Complete cross-references across all docs
  • ✅ Code examples in TypeScript and Python
  • ✅ Clear migration path from stubs to implementation
  • ✅ Backward compatibility with legacy metrics

Implementation Readiness

Phase 4 (Voice Pipeline) - READY

  • ✅ Tool definitions ready for OpenAI Realtime API
  • ✅ Frontend hooks and components specified
  • ✅ WebSocket event handling documented
  • ✅ Tool confirmation flow designed

Phase 5 (Medical AI) - READY

  • ✅ External API integrations specified (OpenEvidence, PubMed, Guidelines)
  • ✅ Calculator tool with Wells' DVT score example
  • ✅ Differential diagnosis tool with RAG integration
  • ✅ Web search tool with medical focus

Phase 6 (Nextcloud Integration) - READY

  • ✅ Calendar tools (get/create events) via CalDAV
  • ✅ File tools (search/retrieve) via WebDAV
  • ✅ PHI-safe local execution documented

Architecture Highlights

Tool Execution Flow

User Query → PHI Detection → Tool Selection → Permission Check →
PHI Validation → User Confirmation (if required) → Tool Execution →
Metrics Recording → Audit Logging → Result Return

PHI Routing

Query Contains PHI?
├─ YES → Local Llama 3.1 8B → Local Tools (PHI allowed)
└─ NO  → Cloud GPT-4        → External Tools (no PHI)

Tool Categories

  • Calendar (2 tools): read/write events via CalDAV
  • File (2 tools): search/retrieve via WebDAV
  • Medical Search (3 tools): OpenEvidence, PubMed, Guidelines
  • Medical AI (2 tools): calculator, differential diagnosis
  • Web Search (1 tool): medical-focused web search

Next Steps

Immediate (Phase 0 - Current)

  1. ✅ Documentation complete and verified
  2. ⏭️ Commit all changes to Git
  3. ⏭️ Begin Phase 1 (Infrastructure) when ready

Phase 4 (Voice Pipeline)

  1. Wire tool registry to OpenAI Realtime API
  2. Implement WebSocket tool call handling
  3. Build frontend confirmation dialogs
  4. Test tool execution end-to-end

Phase 5 (Medical AI)

  1. Implement external API clients (OpenEvidence, PubMed)
  2. Build calculator library with validated formulas
  3. Implement RAG-powered differential diagnosis
  4. Add medical guidelines vector search

Phase 6 (Nextcloud Integration)

  1. Implement CalDAV client for calendar
  2. Implement WebDAV client for files
  3. Add PDF text extraction
  4. Test end-to-end tool workflows

All tools-related documentation is now comprehensive and cross-linked:

  1. TOOLS_AND_INTEGRATIONS.md - Complete tools specification (800+ lines)
  2. ORCHESTRATION_DESIGN.md - Tool execution flow and orchestrator integration
  3. DATA_MODEL.md - ToolCall and ToolResult entities
  4. WEB_APP_SPECS.md - Frontend tool components and hooks
  5. ADMIN_PANEL_SPECS.md - Admin tools management UI
  6. OBSERVABILITY.md - Tool metrics and monitoring
  7. SECURITY_COMPLIANCE.md - Tool PHI security rules
  8. TOOLS_INTEGRATION_SUMMARY.md - Previous session summary
  9. Agent API Reference - AI agent endpoints
  10. DOC_INDEX.yml - Machine-readable documentation index

Quality Assurance

Documentation Consistency

  • ✅ All tool names consistent across all files
  • ✅ All references to entities match DATA_MODEL.md
  • ✅ All code examples use correct types and interfaces
  • ✅ All cross-references validated
  • ✅ All anchor links functional

Code Quality

  • ✅ All TypeScript examples type-safe
  • ✅ All Python examples follow Pydantic patterns
  • ✅ All code examples runnable (stubs in place)
  • ✅ All error handling comprehensive
  • ✅ All logging PHI-safe

Completeness

  • ✅ All 10 tools fully specified
  • ✅ All 5 external integrations documented
  • ✅ All security rules defined
  • ✅ All observability metrics specified
  • ✅ All UI components designed
  • ✅ All admin features specified

Conclusion

This session successfully completed the tools integration documentation pass for VoiceAssist V2. The tools layer is now fully specified across:

  • Backend: Tool definitions, execution flow, orchestration, PHI detection
  • Frontend: React components, hooks, WebSocket integration
  • Admin: Tools dashboard, configuration, logs, analytics, health monitoring
  • Security: PHI classification, routing rules, audit trail, error handling
  • Observability: 7 Prometheus metrics, structured logging, alerting
  • Developer Tools: AI index, documentation index, cross-references

Total Lines Added This Session: ~1,180 lines Total Lines Added (Both Sessions): ~4,270 lines Files Created/Modified (Both Sessions): 18 files

Status: The VoiceAssist V2 tools layer is now fully documented and ready for implementation in Phases 4-6.

Document Created: 2025-11-20 Session: Tools Integration Completion Version: 1.0 Status: Final

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