CaseSolo Developer Documentation

Technical documentation for engineers working on CaseSolo.

Launch Status Catalog

• Feature Status Catalog — Current labels for validated,

implemented-needs-smoke, preview, blocked, planned, aspirational, and historical features.

Current Docs

• Architecture Overview — System design, data flow, infrastructure
• Growth Analytics and Attribution — Production GTM/GA4 assets, consent, event contract, verified behavior, and the pending Google Ads link/import workflow
• Navigation Architecture — Nav source of truth, five engine rooms on Home, ten case lanes, four nav surfaces, sidebar flyouts, inner rail, and the collapsible icon sidebar. Public-site alignment is task-0731 in HANDOFF_2026-08-30.
• Dashboard Visual System — Shared dashboard primitives and The Citation (Counsel Navy, Inter, Iowan display)
• Database Guide — Prisma schema, models, migrations, multi-tenancy
• Database Migrations — Zero-downtime migration procedures, staging and branch rehearsal workflow
• API Reference — Route handler contract, public API keys, OpenAPI updates, response patterns, and API route tests
• API Documentation — Swagger UI at /api-docs, OpenAPI 3.1.0 spec at /api/docs/openapi
• Authentication — JWT flow, RBAC, session management
• SOC 2 and HIPAA Compliance Pack — BAA template, evidence exports, PHI access logs, retention controls, and redaction workflow contracts
• CaseSolo Command Graph RFC — Planned normalized event/action, policy, idempotency, approval, replay, and audit control plane
• Command Graph Schema Registry — Zod-backed trigger/action schemas and validation previews for the launch Command Graph domains
• Automation Adapter Manifests — Typed adapter registry for webhook, automation, communications, calendar, e-signature, accounting, workspace, payments, and court providers
• Automation Platform Coverage — Zapier 30/30/5 trigger/action/search coverage and Make/n8n shared Command Graph mapping
• Webhook Wizard — Admin webhook templates, sample payload validation, HMAC previews, delivery history, dead-letter classification, and replay
• Twilio Messaging — Production SMS send, Messaging Service routing, status callbacks, inbound webhooks, TCPA consent, templates, and sequence support
• Calendar Sync — Google Calendar and Microsoft Outlook OAuth, token refresh, push subscriptions, incremental sync readiness, conflict detection, and court-hearing event coverage
• Workspace Sync — Google Workspace and Microsoft 365 Gmail/Outlook plus Drive/OneDrive OAuth, incremental sync, case hints, and activity logging
• E-Signature Integrations — DocuSign and Adobe Acrobat Sign OAuth, live envelopes/agreements, webhooks, signed-document capture, and retry records
• QuickBooks Online — Intuit OAuth, account mapping, CDC sync, reconciliation, webhook activity capture, and replay queue handling
• Legal Payment Links — Stripe Connect hosted invoice payment links, webhook reconciliation, and trust-review guardrails
• Trust Ledger — Canonical trust posting path, overdraft guards, reconciliation, and schema retention rules
• Court E-Filing — Priority jurisdiction rule validation, provider submission gating, stamped-copy capture, and case activity linkage
• Office 365 Add-In — Word/Outlook taskpane manifest, tenant-safe context API, deterministic drafting, and insertion logging
• AI System — AI module map, prompt standards, citation rules, evals, governance metrics, and approval queue policy
• AI Output Envelope — Shared generated-output contract for answers, citations, confidence, model, tools, approvals, cost, latency, permissions, and audit IDs
• AI Review Queue — Human approval queue for generated legal work before final case, document, portal, communication, or workflow mutations
• AI Swarm — Researcher, Citator, Drafter, and deterministic Reviewer orchestration with shared scratchpad and citation-required refusal
• Local AI Provider — Ollama/vLLM local inference, privileged-only-local routing, data residency policy, and provider-selection audit payloads
• Truth Guard — Deterministic AI safety checks for citations, sourced SOL rules, jurisdiction fit, deadline contradictions, and unsafe legal claims
• Dynamic Algorithms — Deterministic case health, SOL risk, settlement, lien/disbursement, treatment, deposition, workload, revenue, integration, and next-best-action engine
• Predictive Analytics — Deterministic value, resolution, pipeline revenue, settlement probability, demand timing, actor behavior, judge pattern, and marketing ROI forecasts
• AI Evals — Deterministic offline eval suites for deposition analysis, demand generation, medical chronology, liability analysis, settlement recommendations, and client communications
• AI Governance Metrics — God Mode model usage, prompt versions, eval scores, approval/correction rates, hallucination reports, cost, latency, and cited-source coverage
• RAG Pipeline — pgvector chunk ingestion, embedding provider compatibility, semantic search, citation spans, and RAG ingestion jobs
• Document Intelligence — OCR provider strategy, auto-classification, medical code/provider/billing extraction, PII detection, and searchable PDF readiness
• Integration Readiness — Secret-safe provider readiness checks and credentialed real-provider smoke
• Integration Reliability Center — Admin OAuth health, webhook health, credential expiry, sync backlog, replay backlog, workflow impact, and provider action logs
• Runtime Operations — God Mode runtime health, background jobs, BullMQ processors, realtime, SSE, sockets, file storage, and upload confirmation flows
• Workflow Versioning — Draft, dry-test, approval, publish, rollback, audit history, and run-step traceability for workflow automation
• Developer Portal — Admin public API surface with scoped keys, versioned OpenAPI metadata, rate limits, examples, and webhook subscription inventory
• Testing Strategy — Vitest, route tests, component tests, Playwright smoke, AI evals, and launch evidence expectations
• Release Runbook — Release readiness, deployment, rollback, hotfix, and post-release checks
• Pull Request Checklist — Review, testing, docs, release, and screenshot checklist for PRs
• Quality Gates — Required local validation, audit triage, and pre-push truth checks
• Launch Readiness Deep Dive — Current P0/P1 launch findings, runtime evidence, business risk, and 80/20 execution plan
• Manual QA Matrix — Browser QA checklist and evidence format for launch-critical workflows
• Security Threat Model — Repository threat model for AI, documents, webhooks, OAuth, portal links, shared documents, and tenant isolation
• Environment Variables — 50+ env vars across 17 categories

Launch Doc Coverage

The developer docs now cover API reference, navigation architecture, the dashboard visual system and typography, AI system controls, prompts, citations, evals, approval queue, background jobs, realtime, SSE, sockets, file storage, uploads, testing, deployment, release, rollback, contribution standards, and PR review expectations. Feature-level launch claims must be checked against the Feature Status Catalog and the manual QA matrix before they are described as production-ready.