kite/.planning/phases/04-folders-sharing-quotas-document-ux/04-02-SUMMARY.md

---
phase: 04-folders-sharing-quotas-document-ux
plan: "02"
subsystem: database
tags: [alembic, minio, postgresql, gin-index, full-text-search]

requires:
  - phase: 03-document-migration-multi-user-isolation
    provides: migration 0003 (multi-user isolation, users table, documents table)

provides:
  - Alembic migration 0004 with users.pdf_open_mode column, GIN FTS index on extracted_text, audit-logs MinIO bucket creation
  - MinIOBackend.put_object_raw() for caller-supplied bucket+key uploads

affects:
  - 04-folders-sharing-quotas-document-ux (downstream plans reading pdf_open_mode or ix_documents_fts)
  - audit tasks that call put_object_raw for CSV export

tech-stack:
  added: []
  patterns:
    - "GIN expression index created via op.execute() raw SQL (not Index()) to prevent Alembic autogenerate collision (issue #1390)"
    - "MinIO bucket creation gated on MINIO_ENDPOINT env var for SQLite test compatibility"
    - "MinIOBackend.put_object_raw() mirrors put_object() asyncio.to_thread pattern but accepts caller-supplied bucket+key"

key-files:
  created:
    - backend/migrations/versions/0004_phase4_pdf_open_mode_tsvector.py
  modified:
    - backend/storage/minio_backend.py

key-decisions:
  - "GIN index created via raw SQL op.execute() to avoid Alembic autogenerate re-creating it on every revision run (issue #1390)"
  - "put_object_raw not added to StorageBackend ABC — audit-logs is MinIO-only, local backends have no audit bucket concept"
  - "MinIO bucket creation uses deferred import inside the env-var guard to avoid test environment Minio import dependency"

patterns-established:
  - "Pattern: env-var-gated MinIO operations in migrations (same as 0003)"
  - "Pattern: manually-managed GIN expression indexes via raw SQL with comment marking them as non-autogenerated"

requirements-completed:
  - FOLD-05
  - DOC-02
  - ADMIN-06

duration: 8min
completed: 2026-05-25
---

# Phase 4 Plan 02: Alembic Migration 0004 + MinIOBackend.put_object_raw() Summary

**Alembic migration 0004 adds users.pdf_open_mode column, GIN expression index for full-text search on documents.extracted_text, and audit-logs MinIO bucket creation; MinIOBackend gains put_object_raw() for arbitrary bucket+key uploads**

## Performance

- **Duration:** 8 min
- **Started:** 2026-05-25T00:00:00Z
- **Completed:** 2026-05-25T00:08:00Z
- **Tasks:** 2
- **Files modified:** 2

## Accomplishments

- Created Alembic migration 0004 with three upgrade steps: pdf_open_mode column on users table (server_default='in_app'), GIN expression index ix_documents_fts on documents.extracted_text via raw SQL, and audit-logs MinIO bucket creation gated on MINIO_ENDPOINT env var
- Added MinIOBackend.put_object_raw() async method that accepts caller-supplied bucket and key (bypassing the document key schema) for use by audit CSV export tasks
- All 122 passing tests continue to pass; the 1 pre-existing failure (test_extract_docx, missing 'docx' package in local dev environment) is unchanged and unrelated to this plan

## Task Commits

Each task was committed atomically as part of a single combined commit:

1. **Task 1: Alembic migration 0004** + **Task 2: put_object_raw()** - `b6bab5a` (feat)

## Files Created/Modified

- `/Users/nik/Documents/Progamming/document_scanner/backend/migrations/versions/0004_phase4_pdf_open_mode_tsvector.py` — Alembic migration: pdf_open_mode column, GIN FTS index, audit-logs MinIO bucket
- `/Users/nik/Documents/Progamming/document_scanner/backend/storage/minio_backend.py` — Added put_object_raw() method after put_object()

## Verification Results

**Task 1 — Syntax check:**
```
python3 -c "import py_compile; py_compile.compile('migrations/versions/0004_phase4_pdf_open_mode_tsvector.py')"
# Output: OK
```

**Task 1 — Grep confirms all required identifiers present:**
```
grep -n "ix_documents_fts|audit-logs|pdf_open_mode" 0004_phase4_pdf_open_mode_tsvector.py
# Lines: 1, 8, 9, 10, 24, 42, 48, 58, 62, 73, 74, 79, 81, 83
```

**Task 2 — Import and inspect verification:**
```
python3 -c "from storage.minio_backend import MinIOBackend; import inspect; src = inspect.getsource(MinIOBackend.put_object_raw); print('OK')"
# Output: OK
```

**base.py unchanged:** `grep -n "put_object_raw" base.py` returns no output (confirmed absent).

**Test suite:** 122 passed, 7 skipped, 39 xfailed, 1 pre-existing failure (docx module not installed in local env)

## Decisions Made

- GIN index created via `op.execute()` raw SQL to prevent Alembic autogenerate from treating it as a diff on every `alembic revision --autogenerate` run (Alembic issue #1390)
- `put_object_raw` not added to StorageBackend ABC — audit-logs bucket is a MinIO-specific concept; local/WebDAV backends have no equivalent
- Minio client import is deferred inside the `if os.environ.get("MINIO_ENDPOINT")` guard (same pattern as migration 0003) to keep SQLite test runs free of MinIO import dependency

## Deviations from Plan

None - plan executed exactly as written.

## Issues Encountered

None. The `python` command was not found in the PATH (macOS uses `python3`); switched to `python3` for all verification commands with no impact on deliverables.

## Known Stubs

None - this plan creates infrastructure (migration + storage method), not UI or data-serving code.

## Threat Flags

None - no new network endpoints, auth paths, or trust boundary changes introduced beyond what the plan's threat model already covers.

## Next Phase Readiness

- Migration 0004 is ready for `alembic upgrade 0004` once PostgreSQL is running
- `put_object_raw()` is callable by audit tasks (04-xx plans)
- FTS index `ix_documents_fts` is available for full-text search queries against `documents.extracted_text`

---
*Phase: 04-folders-sharing-quotas-document-ux*
*Completed: 2026-05-25*