Business-Management/TODO.md

TODO

UX/UI — Figma setup

• Create a Figma account — signed up at https://figma.com
• Create Figma project and file — file key kcmvLytS31lSjP44YpBUSn confirmed active
• Generate Figma personal access token — generated and verified (HTTP 200); provide a fresh token at each session start
• Connect ux-designer agent — agent updated to use Bash/curl with X-Figma-Token header; connection confirmed working
• Decide on UI component library — shadcn/ui (recommended: Tailwind-based, unstyled accessible primitives, white-label friendly) vs MUI vs other; decision affects both Figma design system and frontend implementation

Auth / session security

• 8-hour JWT expiry — ACCESS_TOKEN_EXPIRE_MINUTES = 60 * 8; no permanent login
• RS256 JWT signing — 4096-bit RSA asymmetric keys; iat claim included; generate keys with scripts/generate_jwt_keys.py
• No refresh tokens — refresh token flow not implemented; if added later, must use httpOnly cookies and rotation
• httpOnly cookie migration — currently storing JWT in localStorage (XSS-exposed); migrate to httpOnly cookie when hardening for production

App permissions

• Permissions registry — admin-managed table that controls which apps each user can access. Schema: user_app_permissions (user_id FK, app_key). Admin UI lets the admin grant/revoke per-app access per user. The Apps page only shows apps the current user has been granted access to.

PDF Documents app (features/doc-service)

• doc-service container — FastAPI microservice on backend-net; never exposed to host or frontend directly
• PDF upload + async extraction — background task with pdfplumber + pluggable AI (Anthropic / Ollama / LM Studio)
• Per-app settings page — /apps/documents/settings/admin; AI provider config, max file size; admin only
• Per-user categories — create/rename/delete categories; assign multiple categories per document
• Alembic isolation — alembic_version_doc_service version table; no collision with main backend migrations
• Runtime config file — /config/doc_service_config.json on shared Docker volume; editable from frontend; 30s TTL cache in doc-service
• Re-process document — UI button to re-trigger AI extraction on an existing document (after changing AI provider/model)
• Bulk category operations — assign/remove a category from multiple documents at once
• Search / filter documents — filter by status, document type, category, date range

Frontend features

• Logout button — visible when logged in, clears token and redirects to /login
• Profile page (/profile) — shows personal information for the logged-in user
• Edit & save profile — form to update personal details, stored in a dedicated profiles table (separate from users, same PostgreSQL container)

App container architecture (future)

Design decision: each installable app (billing, PDF, email, etc.) runs in its own isolated Docker/Podman container, spawned and managed by the backend via the Docker API. Key rules to implement:

• Docker socket proxy — backend must never mount /var/run/docker.sock directly; use tecnativa/docker-socket-proxy on an internal-only network, with only the required API endpoints whitelisted (CONTAINERS, IMAGES, NETWORKS, POST). Raw socket access = root on the host.
• Network isolation per app — each spawned app container gets its own Docker bridge network; app containers never talk to each other directly; only the backend can reach them
• No privileged app containers — all spawned containers run without --privileged, without extra capabilities, with resource limits (CPU, memory)
• Image allowlist — backend may only spawn containers from a pre-approved image list; never pull or build arbitrary images at runtime
• Consider Podman — evaluate rootless Podman as replacement for Docker daemon; daemonless model eliminates the socket entirely; Docker SDK compatible

Infrastructure

• Docker port hardening — only port 80 (prod) / 5173 (dev) exposed on the host via frontend-net; backend and db have no host port bindings and sit on internal: true backend-net

Infrastructure (existing)

• Rootless containers — run backend and frontend containers as non-root users (add USER directive to Dockerfiles, map UID/GID appropriately)
• Persistent storage — ensure database data, config files, and any uploaded assets survive container restarts and rebuilds (named volumes, bind mounts for config)
• Docker development workflow — document and streamline the full dev loop: hot reload, one-command startup, migration handling, seed data, and how to attach a debugger