upload-case

name	upload-case
description	Use when uploading PDF documents as new cases to Stream Claims, when user says "upload", "create a case", "submit this PDF", or references files to upload to the platform

Upload Case

Upload one or more PDFs as a new case to Stream Claims.

Parameters

Gather these from the user before starting. Ask for anything missing.

Parameter	Required	Default	Notes
PDF path(s)	Yes	-	Absolute path(s) on local filesystem or S3 URI
Case ID	Yes	-	Identifier for the new case
LOB	No	WC	WC (Workers' Comp) or BI (Bodily Injury)
First Name	No	"John"	Auto-extracted from real PDFs when using browser flow
Last Name	No	"Doe"	Auto-extracted from real PDFs when using browser flow
Environment	No	eilamdev	URL prefix: {env}.dev.stream.claims
AWS Profile	No	default	AWS CLI profile for S3 operations

Approach Selection

Two approaches exist. Choose based on file size and source:

Scenario	Approach
PDF on local disk or S3 (any size)	Hybrid API (recommended)
Small PDF (<500KB) on local disk, need AI extraction	Browser automation (fallback)

The hybrid API approach is strongly recommended. It bypasses browser limitations with large files and Tailscale routing issues that block cross-origin requests.

Prerequisites: Browser Authentication

This skill requires chrome-in-chrome (the Claude browser extension) for authenticated API calls. Before starting:

1. Load the extension: ToolSearch: select:mcp__claude-in-chrome__tabs_context_mcp
2. Call tabs_context_mcp(createIfEmpty: true)

If chrome-in-chrome returns "Browser extension is not connected":

• STOP. Do NOT attempt workarounds (no Cognito admin auth, no password changes, no modifying auth flows).
• Flag to the user: "Chrome-in-chrome extension isn't connected. Please make sure the Claude browser extension is running in Chrome and you're logged into claude.ai, then try again."
• The S3 download/upload steps can proceed independently, but the API calls (presigned URL + case creation) require the authenticated browser session.

Do NOT use chrome-devtools as a fallback — it opens a separate browser without the user's session cookies.

---

Approach 1: Hybrid API (Recommended)

Uses browser JS for authenticated same-origin API calls + AWS CLI for S3 upload. This works reliably for files of any size.

1. Determine the S3 bucket for the target environment

The masterbucket follows the naming convention: {stackname}-masterbucket{suffix}-{hash} (the suffix varies per environment)

# For eilamdev (default profile):
aws s3 ls --profile default | grep masterbucket
# Example: eilamdevstack-masterbucket7c03eada-chzxxwprmgbe

# For other environments, use the appropriate profile

2. Get PDF page count

# If the file is local:
python3 -c "
import subprocess
result = subprocess.run(['mdls', '-name', 'kMDItemNumberOfPages', '/path/to/file.pdf'], capture_output=True, text=True)
print(result.stdout)
"

# Or with PyPDF2/pikepdf if available:
python3 -c "
from pypdf import PdfReader
r = PdfReader('/path/to/file.pdf')
print(len(r.pages))
"

# If the file is on S3, download it first to /tmp

3. Get browser context

IMPORTANT: You MUST load chrome tools via ToolSearch before using them.

ToolSearch: select:mcp__claude-in-chrome__tabs_context_mcp
tabs_context_mcp(createIfEmpty: true)
ToolSearch: select:mcp__claude-in-chrome__tabs_create_mcp
tabs_create_mcp()  // always create a fresh tab

Navigate via JavaScript (regular navigate fails for internal domains):

ToolSearch: select:mcp__claude-in-chrome__javascript_tool
javascript_tool(action: "javascript_exec", tabId: TAB_ID,
  text: "window.location.href = 'https://{env}.dev.stream.claims'")

Wait 5s for page load, then screenshot to confirm the Cases dashboard loaded.

4. Get presigned S3 URL via browser JS

The browser has an authenticated session (via chrome-in-chrome). Use it to call the same-origin API:

const caseId = 'YOUR_CASE_ID';
const fileName = 'your-file.pdf';

const response = await fetch(`/case/${encodeURIComponent(caseId)}/presigned_url_case`, {
  method: 'POST',
  headers: { 'Content-Type': 'application/json' },
  body: JSON.stringify({ file_names: [fileName] })
});
const data = await response.json();
// Returns: { presignedUrls: [{ fileName, url, fields: { key, ... } }] }
JSON.stringify(data);

Extract the fields.key value from the first entry — this is the S3 key where the file should be uploaded.

5. Upload file to S3 via AWS CLI

Use the S3 key from step 4 to upload directly to the environment's masterbucket:

# From local file:
aws s3 cp /path/to/file.pdf "s3://MASTERBUCKET/upload/CASE_ID/FILENAME.pdf" --profile PROFILE

# From another S3 bucket (cross-account copy):
aws s3 cp "s3://SOURCE_BUCKET/path/to/file.pdf" /tmp/temp-file.pdf --profile source_profile
aws s3 cp /tmp/temp-file.pdf "s3://DEST_BUCKET/upload/CASE_ID/FILENAME.pdf" --profile dest_profile

6. Create case via browser JS

const response = await fetch('/case', {
  method: 'POST',
  headers: { 'Content-Type': 'application/json' },
  body: JSON.stringify({
    caseId: 'YOUR_CASE_ID',
    fileMetadata: [{
      fileName: 'your-file.pdf',
      pageCount: PAGE_COUNT
    }],
    specialties: [{ specialty: 'general' }],
    patientInfo: {
      name: {
        firstName: 'John',   // or user-provided
        lastName: 'Doe',     // or user-provided
        middleName: ''
      },
      dateOfBirth: ''
    },
    lineOfBusiness: 'WC',   // or 'BI'
    uploadedBy: ''           // overridden server-side with session email
  })
});
const result = await response.json();
JSON.stringify({ status: response.status, body: result });

7. Verify

Refresh the page and screenshot to confirm the case appears in the list:

window.location.reload();

---

Approach 2: Browser Automation (Small Files Only)

For small PDFs (<500KB) where you want the UI's AI extraction for patient info.

WARNING: This approach fails for large files. The dev environment's Tailscale exit node blocks ALL cross-origin requests from the browser, so base64-in-JS is the only file transfer method, and it's limited by tool output size.

1. Get browser context and navigate

Same as Hybrid steps 3 above.

2. Open upload modal

Click the "Upload" button in the left sidebar (~coordinates [75, 619]). Wait 2s, screenshot to confirm "Upload Document" modal appeared.

3. Attach files via DataTransfer API

The file input is #smart-dropzone (type="file"). Never click it directly — it triggers a native file picker.

# First, base64-encode the file (must be small enough for tool output)
base64 -i /path/to/file.pdf | tr -d '\n'

Then in browser JS:

const b64 = 'BASE64_STRING_HERE';
const binary = atob(b64);
const bytes = new Uint8Array(binary.length);
for (let i = 0; i < binary.length; i++) bytes[i] = binary.charCodeAt(i);
const blob = new Blob([bytes], { type: 'application/pdf' });
const file = new File([blob], 'filename.pdf', { type: 'application/pdf' });
const dt = new DataTransfer();
dt.items.add(file);
document.getElementById('smart-dropzone').files = dt.files;
document.getElementById('smart-dropzone').dispatchEvent(new Event('change', { bubbles: true }));

Screenshot to confirm "Selected Files" section shows the file(s).

4. Click Upload button

Click the "Upload" button (purple, bottom-right of modal ~[1303, 642]). Wait 3s. Screenshot to confirm the Patient Information form appeared.

5. Fill the form

Use read_page with filter: "interactive" on the dialog to get current refs.

Form fields:

• First Name (textbox) - required, may auto-populate from AI extraction
• Middle Name (textbox) - optional
• Last Name (textbox) - required, may auto-populate
• Date of Birth (date input) - optional
• Line of Business (combobox) - required, options: "WC", "BI"
• Additional Emails (email input) - optional
• Case ID (textbox, placeholder "Enter new case ID") - required

Check if fields are already filled (green "AI Extracted" badge) before overwriting.

Defaults when empty: First Name = "John", Last Name = "Doe", LOB = "WC".

6. Submit

Click "Add New Case" button (purple, bottom-right). Wait for response. Screenshot to confirm success.

---

Copying Cases Between Environments

To copy a case from one environment (e.g., production) to another (e.g., eilamdev):

# 1. Find the source bucket
aws s3 ls --profile production | grep masterbucket

# 2. Find the merged PDF
aws s3 ls "s3://SOURCE_BUCKET/merged/CASE_ID/" --profile production

# 3. Download to /tmp
aws s3 cp "s3://SOURCE_BUCKET/merged/CASE_ID/merged.pdf" /tmp/CASE_ID-merged.pdf --profile production

# 4. Get page count
python3 -c "from pypdf import PdfReader; print(len(PdfReader('/tmp/CASE_ID-merged.pdf').pages))"

# 5. Then follow Hybrid API steps 3-7 above, but add skipAutoSegmentation: true
#    to the case creation body (step 6) to prevent auto-segmentation from
#    creating duplicate segments over the copied data.

Multiple Files

For the hybrid approach, repeat steps 4-5 for each file, adding all to fileMetadata:

fileMetadata: [
  { fileName: 'file1.pdf', totalPages: 30 },
  { fileName: 'file2.pdf', totalPages: 48 }
]

Upload each file to S3 separately using the respective keys from the presigned URL response.

Common Issues

Issue	Solution
navigate tool doesn't work	Use window.location.href via JS instead
Page requires Tailscale	Ensure exit node is set to dev before starting
Browser can't fetch external URLs	Tailscale blocks cross-origin requests; use AWS CLI for S3
Large PDF can't be base64'd into browser	Use Hybrid API approach instead
File input triggers native picker	Use DataTransfer API, never click dropzone directly
Form fields have wrong refs	Call read_page with filter: "interactive" before filling
Cross-account S3 copy denied	Download to /tmp first, then upload from /tmp
Chrome extension popup blocks interaction	Create a new tab and retry

API Reference

These are the SvelteKit server routes that proxy to the backend:

Route	Method	Purpose
/case/[slug]/presigned_url_case	POST	Get presigned S3 upload URLs
/case	POST	Create case with metadata

The /case POST body shape (backend Pydantic model: CreateCaseDto):

{
  // Required fields
  caseId: string;
  fileMetadata: Array<{ fileName: string; pageCount: number }>;
  specialties: Array<{ specialty: string }>;  // e.g. "general", "ortho", "neuro", "pain", etc.

  // Optional fields
  patientInfo?: {
    name: { firstName: string; lastName: string; middleName?: string };
    dateOfBirth?: string;  // MM/DD/YYYY
  };
  lineOfBusiness?: 'WC' | 'BI';
  uploadedBy?: string;     // overridden server-side with session email
  bccEmails?: string[];
  dueDate?: string;        // MM/DD/YYYY
  comments?: string;
  reviewType?: string;
}

Valid specialty values: general, ortho, neuro, pain, psych, pmr, chiro, internalMed, occupationalMed.

Source of truth: /Stream/backend/packages/dto/case/case_dto.py — CreateCaseDto class.