Files
Business-Management/changelog/2026-04-18_doc-service-redesign.md
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

3.4 KiB

2026-04-18 — Doc Service Redesign: Scalable UX + Group-Based Sharing

Timestamp: 2026-04-18T00:00:00+00:00

Summary

Complete redesign of the document management UX for scale (10 → 100 000 documents, 2 → 1 000 categories) and group-based document sharing. Replaced the monolithic DocumentsPage with a three-column layout (Sidebar + SourcePanel + main), a slide-over detail panel, a filter chip system, multi-file upload queue, and bulk actions. Added the full backend sharing stack: document_shares table, share CRUD endpoints, a shared-with-me view, and X-User-Groups header injection in the gateway proxy.


Files Added

File Description
features/doc-service/app/models/document_share.py DocumentShare ORM model (document_id, group_id, shared_by_user_id)
features/doc-service/app/schemas/share.py DocumentShareOut, DocumentShareCreate, SharedDocumentOut schemas
features/doc-service/alembic/versions/0004_add_document_shares.py Migration creating document_shares table with indexes
frontend/src/components/SourcePanel.tsx Left panel (240px): views (All/Mine/Shared) + searchable category tree + new category form
frontend/src/components/ManageCategoriesDialog.tsx Category CRUD modal (inline rename, delete with confirm, search)
frontend/src/components/DocumentSlideOver.tsx Right slide-over (480px): metadata, inline title edit, type picker, AI suggestions, categories combobox, tags, sharing section, raw text, actions

Files Modified

File Change
features/doc-service/app/models/__init__.py Import DocumentShare
features/doc-service/app/deps.py Added get_user_groups dependency (reads X-User-Groups header)
features/doc-service/app/schemas/document.py Added share_count: int = 0 to DocumentOut
features/doc-service/app/routers/documents.py Complete rewrite: added share CRUD endpoints, shared-with-me endpoint, N+1-safe share_count, recipient download access, X-User-Groups enforcement
features/doc-service/STATUS.md Added sharing section, migration 0004, updated future work
backend/app/routers/documents_proxy.py Injects X-User-Groups header (queries GroupMembership per request)
backend/app/routers/categories_proxy.py Same X-User-Groups injection pattern
backend/app/routers/users.py Added GET /me/groups endpoint
backend/app/schemas/user.py Added UserGroupOut schema
backend/STATUS.md Added /me/groups endpoint
frontend/src/api/client.ts Added share_count to DocumentOut, SharedDocumentOut, DocumentShareOut, listSharedWithMe, getDocumentShares, addDocumentShare, removeDocumentShare, getMyGroups
frontend/src/components/Sidebar.tsx Removed per-category NavLinks; Documents is now a single NavLink under Apps
frontend/src/components/AppShell.tsx Renders SourcePanel between Sidebar and main on /apps/documents route
frontend/src/pages/DocumentsPage.tsx Complete rewrite: three-panel layout, view param (all/mine/shared), smart polling, drag-and-drop, multi-file upload queue, filter chip system, bulk actions bar
frontend/STATUS.md Complete rewrite reflecting all new components and patterns
CLAUDE.md Updated file tree, Database Models (DocumentShare), Migration chains (0004), API endpoints (shares, shared-with-me, /me/groups), TanStack Query keys, request flow diagram