kite/.planning/phases/05-cloud-storage-backends/05-09-SUMMARY.md

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phase: 05-cloud-storage-backends plan: "09" subsystem: cloud-documents tags: [cloud, documents, patch, celery, frontend, blob-url, authentication] dependency_graph: requires: [05-06] provides: [PATCH /api/documents/{id}, cloud-aware re-analyze, authenticated-preview] affects: [backend/api/documents.py, backend/tasks/document_tasks.py, frontend/src/api/client.js, frontend/src/components/documents/DocumentPreviewModal.vue, frontend/src/views/DocumentView.vue] tech_stack: added: [] patterns: [fetch-blob-url, model_fields_set, cloud-aware-task-routing, tdd-red-green] key_files: created: [] modified: - backend/api/documents.py - backend/tasks/document_tasks.py - backend/tests/test_cloud.py - frontend/src/api/client.js - frontend/src/components/documents/DocumentPreviewModal.vue - frontend/src/views/DocumentView.vue decisions:

• "Test 3 patches storage module (not tasks module): deferred import pattern means get_storage_backend_for_document is not a module-level attribute of document_tasks — patching at storage module level is correct"
• "Test 3 is a pure unit test (no db_session): _run() opens its own AsyncSessionLocal which requires PostgreSQL; mocking the session manager keeps the test fast and infrastructure-free"
• "node_modules symlinked into worktree frontend for build verification: worktree does not have its own node_modules; symlink to main repo preserves isolation while enabling build check" metrics: duration: "~25 minutes" completed: "2026-05-30" tasks_completed: 2 files_modified: 6

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Phase 5 Plan 09: Cloud Document Access Fixes Summary

Fixed three independent root causes that blocked cloud document use: unauthenticated iframe preview, hardcoded MinIO in Celery re-analyze, and missing PATCH endpoint for document metadata.

Tasks Completed

Task	Name	Commit	Files
1	PATCH /documents/{id} + cloud-aware Celery re-analyze	6d094d1	backend/api/documents.py, backend/tasks/document_tasks.py, backend/tests/test_cloud.py
TDD RED	Failing tests for Task 1	9bc0561	backend/tests/test_cloud.py
2	Authenticated document preview — fetch + Blob URL	4a42cce	frontend/src/api/client.js, frontend/src/components/documents/DocumentPreviewModal.vue, frontend/src/views/DocumentView.vue

What Was Built

Task 1: Backend fixes

• DocumentPatch Pydantic model with Optional[str] filename and Optional[uuid.UUID] folder_id; uses model_fields_set to distinguish "not provided" from "explicitly set to null"
• PATCH /api/documents/{doc_id} endpoint with ownership guard (non-owner → 404), admin guard (get_regular_user → 403), empty body guard (422), and storage.get_metadata() whitelist response
• _run() in document_tasks.py updated: MinIO path unchanged; non-MinIO path calls get_storage_backend_for_document(doc, user, session); missing user returns missing_user status; CloudConnectionError returns extract_failed with generic "cloud backend error" message (no provider details)

Task 2: Frontend fixes

• fetchDocumentContent(docId) in client.js: authenticated fetch returning raw Response (not parsed JSON); single 401 → refresh → retry pattern; mirrors request() auth logic without res.json()
• DocumentPreviewModal.vue: replaced unauthenticated iframe :src="proxyUrl" with authenticated fetch → blob → URL.createObjectURL(); loading spinner, error state, URL.revokeObjectURL on unmount
• DocumentView.vue openPdf(): replaced window.open(rawUrl) with fetch → blob → objectUrl → window.open(objectUrl); 60-second auto-revoke

Test Results

• 3 new tests in test_cloud.py: all pass
  • test_patch_document_filename — PATCH 200 with updated filename
  • test_patch_document_wrong_owner — PATCH 404 for non-owner (IDOR guard)
  • test_reanalyze_cloud_document_routes_to_cloud_backend — cloud backend called, MinIO not called
• Full test_cloud.py suite: 23 passed, 0 failed (no regressions)
• Frontend build: zero errors (vite build exits 0)

Deviations from Plan

Auto-adjusted Issues

1. [Rule 1 - Bug] Test patching at storage module level, not tasks module level

• Found during: Task 1 GREEN phase
• Issue: Plan specified patching tasks.document_tasks.get_storage_backend_for_document, but that attribute does not exist at module level — the import is inside _run() (deferred import pattern). unittest.mock.patch raises AttributeError on absent attributes.
• Fix: Test patches storage.get_storage_backend_for_document and storage.get_storage_backend — the canonical source of both functions. Behavior under test is identical.
• Files modified: backend/tests/test_cloud.py

2. [Rule 1 - Bug] Test 3 changed to pure unit test (no db_session fixture)

• Found during: Task 1 GREEN phase — second attempt
• Issue: _run() opens its own AsyncSessionLocal() internally which requires a live PostgreSQL connection. Using db_session fixture in the test doesn't affect _run()'s internal session. Tests run without Docker → connection refused.
• Fix: Test mocks db.session.AsyncSessionLocal with a fake async context manager that returns a mock session with session.get() returning pre-built MagicMock Document and User objects. Removed db_session from test signature.
• Files modified: backend/tests/test_cloud.py

3. [Rule 3 - Blocking] node_modules symlink needed for worktree build

• Found during: Task 2 verification
• Issue: Worktree's frontend/ has no node_modules (npm install runs in main repo only). vite build failed with ERR_MODULE_NOT_FOUND.
• Fix: Created a symlink worktree/frontend/node_modules → main/frontend/node_modules. Build succeeded.
• Files modified: frontend/node_modules (symlink, not tracked in git)

Security Analysis (T-05-09 Threat Register)

Threat ID	Status	Notes
T-05-09-01	Mitigated	get_regular_user enforced on PATCH; admin → 403; wrong owner → 404
T-05-09-02	Mitigated	storage.get_metadata() response whitelist via _doc_to_dict() — no credentials_enc
T-05-09-03	Mitigated	Credentials loaded inside Celery task's own DB session via get_storage_backend_for_document
T-05-09-04	Accepted	Blob URL same-origin, revoked on unmount — no persistent exposure
T-05-09-SC	N/A	No new packages installed

Known Stubs

None — all plan features fully implemented and wired.

Self-Check: PASSED

All created/modified files confirmed present on disk. All task commits verified in git log.

Item	Status
backend/api/documents.py	FOUND
backend/tasks/document_tasks.py	FOUND
backend/tests/test_cloud.py	FOUND
frontend/src/api/client.js	FOUND
frontend/src/components/documents/DocumentPreviewModal.vue	FOUND
frontend/src/views/DocumentView.vue	FOUND
.planning/phases/05-cloud-storage-backends/05-09-SUMMARY.md	FOUND
Commit 9bc0561 (RED tests)	FOUND
Commit 6d094d1 (GREEN implementation)	FOUND
Commit 4a42cce (frontend auth preview)	FOUND