# AI Assistant - TODO List

**Last Updated:** October 7, 2025

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## 🎯 Active TODO Items

### Priority 1: High-Value Features

- [ ] **Multi-Document Search** (HIGH VALUE)
  - Command: `"Find all mentions of 'negligence' in case 123"`
  - Search across all documents in a case
  - Return snippets with context
  - See implementation plan in AI_ASSISTANT_STATUS.md:56-88

- [ ] **Batch Operations** (TIME SAVER)
  - Command: `"Summarize all documents in case 123"`
  - Command: `"Analyze all PDFs in case 456"`
  - Queue multiple operations at once
  - Progress tracker UI
  - See implementation plan in AI_ASSISTANT_STATUS.md:92-119

- [ ] **Smart Document Suggestions** (PROACTIVE)
  - Auto-suggest unanalyzed documents when viewing a case
  - Proactive recommendations
  - See implementation plan in AI_ASSISTANT_STATUS.md:123-139

### Priority 2: Expanded Capabilities

- [ ] **Quick Edit: Set Lead Attorney**
  - Command: `"Set lead attorney for case 123 to John Doe"`
  - Search users by name
  - Update case assignment
  - See implementation plan in AI_ASSISTANT_STATUS.md:146-161

- [ ] **Quick Edit: Manage Team Members**
  - Command: `"Add Sarah to case 123 team"`
  - Command: `"Remove Mike from case 456 team"`
  - Manage case team members
  - See implementation plan in AI_ASSISTANT_STATUS.md:164-171

### Priority 3: Analysis Tools

- [ ] **Document Timeline Generator**
  - Command: `"Create timeline for case 123"`
  - Extract dates from all documents
  - Chronological event list
  - Visual timeline representation
  - See implementation plan in AI_ASSISTANT_STATUS.md:183-221

### Priority 4: Technical Improvements

- [ ] **Error Handling Enhancement**
  - Add retry logic for OpenAI API failures
  - Rate limiting awareness
  - Better error messages to users
  - Graceful degradation

- [ ] **Cross-Conversation Memory**
  - Remember entities from previous sessions
  - "Show me that case we discussed yesterday"
  - Persistent context storage
  - Privacy considerations

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## ✅ Recently Completed

- [x] **AI Research Display Fix** (October 7, 2025)
  - Fixed JavaScript function name collision
  - AI Research page now displays responses properly

- [x] **Context Memory** (October 6, 2025)
  - Remembers last 5 entities discussed
  - Follow-up commands work without repeating case numbers

- [x] **Quick Case Edits** (October 6, 2025)
  - Add notes to cases
  - Update case status

- [x] **Clickable Action Links** (October 6, 2025)
  - One-click access to features from assistant responses

- [x] **Dual Copy Buttons** (October 6, 2025)
  - Copy at top and bottom of responses

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## 💡 Future Ideas (Backlog)

- [ ] Voice Commands - Speech-to-text integration
- [ ] Email Integration - "Email case summary to client"
- [ ] Calendar Sync - Google Calendar/Outlook integration
- [ ] Document Comparison - "Compare draft1.docx with draft2.docx"
- [ ] Legal Citation Extraction - Auto-detect case citations
- [ ] Billing Integration - "Bill 2.5 hours to case 123"
- [ ] Client Portal Links - Generate client-facing links
- [ ] Smart Notifications - "Notify me when case 123 status changes"

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## 📊 Progress Tracking

**Completed Features:** 7/15 (47%)
**In Progress:** 0
**Pending:** 8 high-priority items

**Next Up:** Multi-Document Search (highest user value)

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## 🔗 Related Documentation

- **Full Status:** See `AI_ASSISTANT_STATUS.md` for detailed implementation plans
- **Features List:** See `ASSISTANT_FEATURES.md` for complete feature documentation
- **Project Guide:** See `CLAUDE.md` for development patterns and commands

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**Last Review:** October 7, 2025
**Next Review:** When starting next feature implementation