27 Commits

Author SHA1 Message Date
curo1305 0f760c379d fix: remove obsolete /data/documents and /config dirs from Dockerfiles
doc-service and ai-service no longer use local filesystem directories —
all file and config I/O goes through storage-service. Update README and
CLAUDE.md to reflect 6-service architecture, new volumes, and add
storage-service step to the "Adding a new resource" checklist.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-21 13:45:12 +02:00
curo1305 3a66aeeec5 fix: rename download_file import to storage_download to avoid shadow
The route handler async def download_file() shadowed the storage import
of the same name, causing the endpoint to call itself recursively.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-21 11:48:04 +02:00
curo1305 cfec3bb906 feat: Phase 4+5 — admin storage UI, backend proxy, CLAUDE.md enforcement
- backend/app/routers/storage_config.py: 5 admin-only endpoints proxying
  storage-service config + migration API (GET/PATCH/POST/DELETE)
- backend/app/main.py: register storage_config router
- frontend/src/api/client.ts: StorageStatus, MigrationStatus,
  StorageBackendConfig interfaces + 5 API functions
- frontend/src/pages/StorageAdminPage.tsx: full admin UI — backend health
  dot, driver selector (local/S3/WebDAV), conditional credential fields,
  Test & Migrate button, live 2s-poll migration progress bar, Cancel
- frontend/src/App.tsx: /admin/storage route (AdminRoute guard)
- CLAUDE.md: storage enforcement rule, updated Docker tables (6 services,
  3 volumes), §20 in merge checklist
- backend/CLAUDE.md, frontend/CLAUDE.md, doc-service/CLAUDE.md,
  ai-service/CLAUDE.md: updated to reflect storage-service integration
- tests/ALL_TESTS.md + tests/storage-service_tests.md: §20 (20 tests)
- backend/STATUS.md, frontend/STATUS.md: updated with new endpoints/routes
- changelog/2026-04-20_storage-service.md: full change log

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-20 16:13:05 +02:00
curo1305 4c35d7a2a4 feat: migrate app_config volume to storage-service config bucket (Phase 3)
All JSON config files (AI settings, doc settings, appearance, themes) now live
in the 'config' bucket of storage-service instead of a shared Docker volume.

- backend/core/config_storage.py: new async HTTP helpers for config bucket r/w
- backend/core/app_config.py: fully async rewrite; all load_*/save_*/seed_*
  functions use config_storage instead of filesystem
- backend/routers/settings.py: all asyncio.to_thread() wrappers removed; direct
  await calls throughout; update_theme reads via load_theme_by_id()
- backend/main.py: await seed_builtin_themes() directly (no to_thread)
- ai-service: remove CONFIG_PATH, add STORAGE_SERVICE_URL; config_reader now
  fetches from storage-service via httpx
- doc-service: config_reader rewritten to fetch/write via storage-service
- docker-compose: remove app_config volume; add storage-service depends_on for
  ai-service; remove DATA_DIR and CONFIG_PATH from doc-service

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-20 16:02:57 +02:00
curo1305 2f3efb9bf9 feat: migrate doc-service to use storage-service for file I/O (Phase 2)
- storage.py: replace aiofiles filesystem ops with httpx calls to
  storage-service PUT/GET/DELETE /objects/documents/{key}
- Document model: rename file_path → storage_key (plain object key, no path prefix)
- Migration 0008: ALTER COLUMN + data migration strips /data/documents/ prefix
- documents.py: update upload, delete, download endpoints; _extract_pdf_text
  now takes bytes (pdfplumber.open(BytesIO)) instead of a filesystem path
- file_watcher.py: store storage_key instead of file_path on ingestion
- doc-service config: add STORAGE_SERVICE_URL env var

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-20 15:57:29 +02:00
curo1305 5349f21752 feat: add storage-service container with pluggable backends (Phase 1)
New FastAPI microservice (port 8020) providing unified blob storage via
PUT/GET/DELETE/LIST HTTP API. Local filesystem backend is the default (zero
extra deps). S3-compatible and WebDAV backends are built in. Backend is
switchable at runtime via POST /migrate, which copies all objects to the new
backend, verifies each one, atomically switches, then cleans up the old backend.

WebDAV XML parsing uses defusedxml to prevent XXE attacks.

Wired into docker-compose (storage_data volume) and registered in the backend
service-health poller as 'storage-service'.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-20 15:50:31 +02:00
curo1305 d345ace86d fix: admin delete bypass + update merge checklist for new features
- Fix doc-service delete endpoint: admins could not delete non-owned,
  non-shared documents — they hit 404 because the initial query filtered
  by owner/watch/group even before the is_admin bypass was checked.
  Admins now get an unconditional fetch, consistent with intent.
- Add 18 new checklist tests covering: group admin role (4.9–4.10),
  delete permission variants (12.16b–12.16e), can_delete sharing
  (13.11–13.14), category scopes / PascalCase naming (14.7–14.17),
  and three-dots portal fix (19.11).

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-19 02:12:40 +02:00
curo1305 c59718171c Merge: resolve conflicts between feat/document-delete-permissions and feat/category-scopes-group-admin
- Keep HEAD's get_user_admin_groups dep and richer delete permission logic (can_delete via share OR group admin path)
- Use sa.text("false") for migration server_default (correct SQLAlchemy form)
- Preserve 0006/0007 migration entries in doc-service CLAUDE.md

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-19 01:06:04 +02:00
curo1305 fcfc06cda9 fix: rename existing system categories to PascalCase-with-dashes via migration
Migration 0007 converts all scope='system' category names in-place
(e.g. "invoices" → "Invoices", "vendor-invoices" → "Vendor-Invoices").

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-18 22:33:16 +02:00
curo1305 1c8b35399c fix: capitalize watch-folder names to PascalCase-with-dashes on ingest
Folder names like "invoices" and "vendor-invoices" are now converted to
"Invoices" and "Vendor-Invoices" when the watcher auto-creates categories,
matching the naming convention enforced on user-created categories.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-18 22:26:24 +02:00
curo1305 fec3953009 feat: category scopes, group-admin role, and permission model
- Three category scopes: personal / group / system (watch)
- PascalCase-with-dashes naming convention enforced at backend + frontend
- is_group_admin flag on GroupMembership; PATCH endpoint for admins to toggle it
- Categories router: scope-based list/create/rename/delete with _check_can_manage_cat
- Documents router: delete uses is_admin + can_delete share flag + group-admin check; remove_category requires doc ownership; assign_category accepts group/system categories
- Proxy layers inject x-user-is-admin and x-user-admin-groups headers
- Frontend: ManageCategoriesDialog grouped by scope with lock icons; SourcePanel scope picker + client-side name validation; AdminGroupsPage group-admin checkbox

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-18 22:16:49 +02:00
curo1305 6e5e5c08bf feat: document delete permissions + three-dots menu portal fix
- Add can_delete column to document_shares (migration 0005)
- Inject x-user-is-admin header from backend proxy to doc-service
- Add get_user_is_admin() dep in doc-service
- Delete endpoint now allows: owner, admin, or group member with can_delete=true
- Watch documents (user_id='watch') deletable by admins only
- DocumentOut gains viewer_can_delete (computed per-request)
- Share UI: 'Allow group members to delete' checkbox + trash badge on shares
- RowActionsMenu dropdown portaled to document.body — fixes overflow-hidden clipping
- Delete mutation onError handler — no more silent failures

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-18 21:39:01 +02:00
curo1305 c5976882be Split monolithic CLAUDE.md into per-service sub-files
Root CLAUDE.md now contains only project-wide concerns (stack, architecture,
Docker, workflows, security hook). Service-specific details moved to:
- backend/CLAUDE.md — DB models, API endpoints, JWT/bcrypt, naming conventions
- frontend/CLAUDE.md — routes, TanStack Query patterns, XSS prevention
- features/ai-service/CLAUDE.md — queue endpoints, provider notes
- features/doc-service/CLAUDE.md — document models, PDF limits, proxy endpoints

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-18 13:10:10 +02:00
curo1305 94901fc30f Redesign doc service UX for scale + add group-based document sharing
- Three-column layout: Sidebar + SourcePanel (views + searchable category tree) + main
- DocumentSlideOver (480px right panel): inline editing, type picker, AI suggestion confirm/reject,
  categories combobox, tags editor, sharing section, raw text, re-analyse/delete actions
- ManageCategoriesDialog: inline rename, delete with confirm, search filter
- DocumentsPage rewrite: filter chip system, multi-file upload queue, drag-and-drop overlay,
  bulk actions bar (share/delete), smart TanStack Query polling, URL-driven view state
- Sidebar simplified: per-category NavLinks removed; Documents = single NavLink under Apps
- Backend: document_shares table (migration 0004), share CRUD endpoints, shared-with-me view,
  N+1-safe share_count via GROUP BY, recipient download access, X-User-Groups header enforcement
- Gateway proxy: injects X-User-Groups header into all document + category proxy requests
- Backend users: GET /api/users/me/groups endpoint for share picker combobox
- CLAUDE.md, STATUS.md files, and changelog updated

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-18 12:46:43 +02:00
curo1305 c45236651b Add service admin groups, combined settings pages, single Settings button
- Auto-create {service-id}-admin groups at startup (group_bootstrap.py)
- get_service_admin() dep: grants access to superusers OR service group members
- /api/settings/ai and /api/settings/documents/limits now allow service admins
- AI service exposes /plugin/manifest (ai-service-admin access group)
- DocServiceSettingsPage: combined upload limits + watch directory on one page
- ServiceAdminRoute in frontend guards new /apps/documents/settings and /apps/ai/settings
- Single Settings button per app card (visible to admins and service group members)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-18 02:49:57 +02:00
curo1305 18a638bc3a Fix plugin list bug and switch watcher to PollingObserver
- Fix: list_plugins imported _REGISTRY as a direct reference to the
  empty list that existed at import time; register_services() replaces
  _REGISTRY with a new list so the imported reference was always [].
  Added get_registry() helper so callers access the live list via the
  module namespace. GET /api/plugins now correctly returns accessible
  plugins for the current user.

- Fix: switch watchdog from InotifyObserver to PollingObserver. Inotify
  events from the macOS host are not forwarded through the Docker bind
  mount, so new files were only detected via the startup scan. PollingObserver
  (1s default interval) works reliably on all platforms including
  macOS+Docker bind mounts.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-18 02:25:16 +02:00
curo1305 00466a9801 Add generic plugin architecture and watch-directory feature
Introduces a manifest contract so feature containers self-describe their
settings (JSON Schema + access rules). Backend and frontend gain generic
plugin proxy and dynamic Extensions UI with zero feature-specific code.

Doc-service is the first plugin consumer: exposes /plugin/manifest and
/plugin/settings, adds a watchdog-based file watcher that auto-ingests
PDFs from a mounted directory, maps subfolders to categories, supports
AI-suggested folder/filename (user-confirmed), and enforces a no-remove
policy. Access is gated by is_superuser or doc-service-admin group.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-18 02:09:50 +02:00
curo1305 d2042153a7 Add re-analyse button and POST /documents/{id}/reprocess endpoint
Resets status to pending, clears error_message, and re-enqueues the
background AI extraction task. Button is disabled while the document
is already pending or processing; returns 409 in that case from the API.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-17 17:00:17 +02:00
curo1305 7d0edbd5e7 Add sidebar app sub-nav with categories, category filter, and re-analysis on category creation
- Sidebar: Apps accordion expands to Documents, which expands to list all
  user categories; clicking a category navigates to /apps/documents?category_id=<id>
- DocumentsPage: reads category_id from URL and applies filter; shows active
  category chip in FilterBar with dismiss; removed TagEditor (deferred)
- doc-service GET /documents: new category_id query param filters via subquery
- doc-service POST /documents/categories: detects similar category names and
  triggers background re-analysis of affected documents so the new category
  surfaces as a pending AI suggestion on relevant docs

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-17 16:57:35 +02:00
curo1305 1d01cc3b0e Add per-service system prompts with AI Settings tab view
Each feature service owns its system prompt in its config JSON on the
shared volume. The AI Settings page now has General and System Prompts
tabs — admins can view and edit any service's prompts at runtime with
changes taking effect within 30 s (config cache TTL).

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-17 15:11:40 +02:00
curo1305 c4f0c7ad49 Add priority queue to ai-service and STATUS.md workflow
- Introduce async priority queue service in ai-service; all /chat calls now route through it
- Refactor chat router to separate execute_chat (core logic) from the HTTP handler
- Add /queue endpoints (status, pause, resume, cancel) for queue management
- Update ai-service config to use Pydantic v2 model_config style
- Add STATUS.md files for backend, ai-service, doc-service, and frontend
- Document STATUS.md workflow in CLAUDE.md
- Update doc-service documents router and schemas; frontend DocumentsPage and API client

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-14 22:58:10 +02:00
curo1305 d2495190a9 Add AI-suggested editable document title
AI now returns a short descriptive title per document (e.g. "ACME Corp
Invoice April 2026"). Title is stored in a new documents.title column
(migration 0002), shown in the row header instead of the raw filename,
and editable inline via PATCH /documents/{id}/title. Filename is shown
as a subtitle when a title exists.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-14 16:26:18 +02:00
curo1305 18295e8e4f Add tag editing and PDF preview to documents feature
Each document's tags are now editable inline: click Edit to enter a tag
editor (Enter/comma to add, × to remove, Save to persist). The View
button opens the PDF in a new browser tab via blob URL. Both features
work through the existing proxy — no proxy changes needed.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-14 16:12:45 +02:00
curo1305 88c1ea297e Add shared ai-service container as AI provider intermediary
All feature containers now POST messages to ai-service (port 8010) instead
of calling AI providers directly. ai-service routes to LM Studio, Ollama,
or Anthropic based on /config/ai_service_config.json. doc-service AI
providers removed; replaced by httpx ai_client.py. Backend settings
restructured to /api/settings/ai. Frontend gets dedicated AIAdminSettingsPage
and AI Service card in AppsPage.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-14 12:30:45 +02:00
curo1305 52a2967f61 Dev AI config: env var overrides in config_reader, LM Studio via .env
config_reader.py now merges environment variables (AI_PROVIDER,
LMSTUDIO_BASE_URL, LMSTUDIO_API_KEY, LMSTUDIO_MODEL, OLLAMA_*,
ANTHROPIC_*) on top of the JSON config file, so the dev .env file
can pin the AI connection without writing to the shared config volume.

docker-compose.dev.yml loads features/doc-service/.env (gitignored)
into the doc-service container so the token is never committed.

.env.example updated with all supported override variables and comments.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-14 11:48:15 +02:00
curo1305 1cdc532fff Add doc-service tests, AI category suggestions, LM Studio default
- pytest suite for doc-service: 20+ tests covering category CRUD,
  document upload/get/delete/patch, ownership isolation, category
  assignment, AI processing (mock), and live PDF tests (auto-skipped
  when tests/pdfs/ is empty)
- Minimal in-memory PDF builder in conftest so tests run without any
  fixture files; real PDFs can be dropped into tests/pdfs/ to activate
  live extraction tests
- AI prompt updated to return suggested_categories (2–5 short names)
- Frontend: SuggestionChip component in DocumentRow shows AI-suggested
  categories after processing; "Assign" links to an existing category,
  "Create & Assign" creates it first, ✕ dismisses locally
- Default AI provider changed to LM Studio at
  http://host.docker.internal:1234/v1 (host.docker.internal resolves
  to the macOS host from inside Docker Desktop)
- tests/pdfs/ directory tracked via .gitkeep; *.pdf excluded by .gitignore

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-14 11:27:57 +02:00
curo1305 0d34867a69 Add PDF document service with AI extraction and per-app settings
- New `features/doc-service` FastAPI microservice: PDF upload, async
  text extraction (pdfplumber), AI classification via Anthropic/Ollama/
  LM Studio, per-user categories, file download
- Alembic migration isolated with `alembic_version_doc_service` table
- Main backend: httpx proxy routers for /api/documents/* and
  /api/documents/categories/*, admin settings API at /api/settings/*
- Runtime config in /config/doc_service_config.json (shared Docker
  volume); api_key masking on reads; atomic write with os.replace()
- Frontend: DocumentsPage, DocumentAdminSettingsPage, updated AppsPage
  launcher hub, simplified Nav (removed Settings link), new routes
- docker-compose: doc-service service, doc_data + app_config volumes,
  removed internal:true from backend-net for outbound AI API calls
- Fix pre-commit hook: probe Docker socket path so git subprocess picks
  up Docker Desktop on macOS
- Fix security_check.py: use sys.executable for bandit so venv python
  is used instead of system python

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-14 05:28:11 +02:00