Files
kite/.planning/phases/04-folders-sharing-quotas-document-ux/04-02-PLAN.md
T
curo1305 747303246a docs(04): create phase 4 plan (9 plans, 7 waves)
Folders, Sharing, Quotas & Document UX — plans verified (0 blockers,
2 non-blocking warnings). Covers FOLD-01..05, SHARE-01..05, SEC-08/09,
ADMIN-06, DOC-01/02.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-25 18:20:16 +02:00

12 KiB

phase, plan, type, wave, depends_on, files_modified, autonomous, requirements, must_haves
phase plan type wave depends_on files_modified autonomous requirements must_haves
04-folders-sharing-quotas-document-ux 02 execute 1
backend/migrations/versions/0004_phase4_pdf_open_mode_tsvector.py
backend/storage/minio_backend.py
true
FOLD-05
DOC-02
ADMIN-06
truths artifacts key_links
Alembic migration 0004 upgrades cleanly; downgrade reverses all DDL changes
users.pdf_open_mode column exists with server_default 'in_app'
GIN expression index ix_documents_fts on documents.extracted_text exists in PostgreSQL
MinIOBackend.put_object_raw() is callable for audit-logs bucket writes
audit-logs MinIO bucket is created when MINIO_ENDPOINT is set
path provides
backend/migrations/versions/0004_phase4_pdf_open_mode_tsvector.py Alembic migration: pdf_open_mode column, GIN FTS index, audit-logs bucket creation
path provides
backend/storage/minio_backend.py put_object_raw(bucket, key, data, length, content_type) method added
from to via pattern
backend/migrations/versions/0004_phase4_pdf_open_mode_tsvector.py backend/db/models.py Alembic op.execute GIN index must not collide with ORM model table_args ix_documents_fts
from to via pattern
backend/tasks/audit_tasks.py backend/storage/minio_backend.py put_object_raw called by daily export task put_object_raw
Create Alembic migration 0004 and add MinIOBackend.put_object_raw(). This plan has no dependency on the test scaffolds plan (04-01) and can run in parallel.

Purpose: Establish the database schema additions (pdf_open_mode, FTS index) and storage method (put_object_raw for audit CSV upload) that later plans depend on. Output: Migration file 0004 + extended MinIOBackend.

<execution_context> @$HOME/.claude/get-shit-done/workflows/execute-plan.md @$HOME/.claude/get-shit-done/templates/summary.md </execution_context>

@.planning/phases/04-folders-sharing-quotas-document-ux/04-CONTEXT.md @.planning/phases/04-folders-sharing-quotas-document-ux/04-PATTERNS.md @backend/migrations/versions/0003_multi_user_isolation.py @backend/storage/minio_backend.py @backend/db/models.py Task 1: Alembic migration 0004 — pdf_open_mode column + GIN FTS index + audit-logs bucket backend/migrations/versions/0004_phase4_pdf_open_mode_tsvector.py backend/migrations/versions/0003_multi_user_isolation.py — read the entire file; extract the batch_alter_table pattern for adding columns, the MinIO bucket creation pattern gated on MINIO_ENDPOINT env var, the module docstring format, and the downgrade() function pattern backend/db/models.py — read lines 44-70 (User model) to confirm pdf_open_mode does NOT already exist before adding it Create backend/migrations/versions/0004_phase4_pdf_open_mode_tsvector.py.
Module docstring (follow 0003 format): list three changes in order — (1) users.pdf_open_mode column, (2) GIN expression index on documents.extracted_text, (3) audit-logs MinIO bucket creation.

Set: revision = "0004", down_revision = "0003", branch_labels = None, depends_on = None.

upgrade() function — three steps in this exact order:

Step 1: Add users.pdf_open_mode column using batch_alter_table (per D-10, for SQLite compat):
  `with op.batch_alter_table("users") as batch_op: batch_op.add_column(sa.Column("pdf_open_mode", sa.String(), nullable=False, server_default="in_app"))`

Step 2: Create GIN expression index MANUALLY — do NOT use Column Computed() or Index() — use op.execute with raw SQL (per D-11, Pitfall 2, PATTERNS.md). The exact SQL is:
  `CREATE INDEX ix_documents_fts ON documents USING GIN (to_tsvector('english', coalesce(extracted_text, '')))`
Add a comment above this line: `# managed manually — do not autogenerate (Alembic issue #1390)`.

Step 3: Create the audit-logs MinIO bucket gated on MINIO_ENDPOINT env var (per Pitfall 8, PATTERNS.md). Follow the exact same guard pattern from migration 0003: `if os.environ.get("MINIO_ENDPOINT"):` then instantiate Minio client using env vars MINIO_ENDPOINT, MINIO_ACCESS_KEY, MINIO_SECRET_KEY with secure=False. Check `client.bucket_exists("audit-logs")` and call `client.make_bucket("audit-logs")` only if it does not exist.

downgrade() function: (1) `op.execute("DROP INDEX IF EXISTS ix_documents_fts")`, (2) `with op.batch_alter_table("users") as batch_op: batch_op.drop_column("pdf_open_mode")`. Add a comment: `# MinIO bucket NOT reversed — bucket may contain audit data`.

Imports needed at module top: `from __future__ import annotations`, `import os`, `import sqlalchemy as sa`, `from alembic import op`.
cd /Users/nik/Documents/Progamming/document_scanner/backend && python -c "from migrations.versions import 0004_phase4_pdf_open_mode_tsvector" 2>&1 || python -c "import importlib.util; spec = importlib.util.spec_from_file_location('m', 'migrations/versions/0004_phase4_pdf_open_mode_tsvector.py'); m = importlib.util.module_from_spec(spec); spec.loader.exec_module(m); print('OK')" - File exists at backend/migrations/versions/0004_phase4_pdf_open_mode_tsvector.py - `revision = "0004"` and `down_revision = "0003"` present in file - File contains `batch_alter_table("users")` with pdf_open_mode column, server_default="in_app" - File contains `CREATE INDEX ix_documents_fts ON documents USING GIN` (grep confirms) - File contains `# managed manually — do not autogenerate` comment - File contains `if os.environ.get("MINIO_ENDPOINT")` MinIO gate for audit-logs bucket - File contains `audit-logs` bucket name (grep confirms) - File contains `DROP INDEX IF EXISTS ix_documents_fts` in downgrade() - `python -c "import py_compile; py_compile.compile('migrations/versions/0004_phase4_pdf_open_mode_tsvector.py')"` exits 0 (no syntax errors) Migration file is syntactically valid and contains all three upgrade steps + downgrade reversal. Task 2: Add put_object_raw() to MinIOBackend backend/storage/minio_backend.py backend/storage/minio_backend.py — read the entire file; identify the existing put_object() method signature and asyncio.to_thread() call pattern; identify the class definition and existing imports including io import backend/storage/base.py — read to see if StorageBackend ABC needs a corresponding abstract method added (it does NOT — put_object_raw is concrete only on MinIOBackend, not on the ABC, because only MinIOBackend has an audit-logs bucket) Add the put_object_raw() async method to the MinIOBackend class in backend/storage/minio_backend.py.
Place it immediately after the existing put_object() method.

Method signature: `async def put_object_raw(self, bucket: str, key: str, data: io.BytesIO, length: int, content_type: str) -> None:`

Docstring: "Upload bytes to an arbitrary bucket+key (used for audit-logs CSV export). Unlike put_object(), does NOT apply the document key schema — the caller supplies the complete key. The main documents bucket is NOT used."

Implementation: call `await asyncio.to_thread(self._client.put_object, bucket, key, data, length=length, content_type=content_type)`. This mirrors the exact pattern of the existing put_object() method (which uses self._client.put_object via asyncio.to_thread).

Do NOT add io import if it already exists. Do NOT add this method to StorageBackend ABC (base.py) — this is MinIOBackend-only.
cd /Users/nik/Documents/Progamming/document_scanner/backend && python -c "from storage.minio_backend import MinIOBackend; import inspect; src = inspect.getsource(MinIOBackend.put_object_raw); print('OK')" - MinIOBackend.put_object_raw exists as an async method (grep: `async def put_object_raw`) - Method accepts: bucket: str, key: str, data: io.BytesIO, length: int, content_type: str - Method body calls `asyncio.to_thread(self._client.put_object, bucket, key, data, length=length, content_type=content_type)` - `python -c "from storage.minio_backend import MinIOBackend"` exits 0 (no import errors) - StorageBackend ABC (base.py) is NOT modified (grep: `put_object_raw` absent from base.py) MinIOBackend.put_object_raw() is importable and callable; base.py unchanged.

<threat_model>

Trust Boundaries

Boundary Description
Migration → MinIO Bucket creation uses env var credentials; no credentials in code
put_object_raw → MinIO SDK Caller supplies bucket name; method does not validate bucket against allowlist

STRIDE Threat Register

Threat ID Category Component Disposition Mitigation Plan
T-04-02-01 Tampering migration 0004 GIN index mitigate Index created via raw SQL (not autogenerate) to prevent Alembic repeat-generation bug; comment documents the decision
T-04-02-02 Information Disclosure audit-logs MinIO bucket mitigate Bucket creation gated on MINIO_ENDPOINT env var (no hardcoded credentials); bucket policy is private-by-default (MinIO default)
T-04-02-03 Tampering put_object_raw caller-supplied key accept put_object_raw is called only from trusted application code (Celery task); key is constructed from application logic, not user input
T-04-SC Tampering npm/pip/cargo installs accept No new packages installed in this plan
</threat_model>
1. Verify migration syntax: `python -c "import py_compile; py_compile.compile('backend/migrations/versions/0004_phase4_pdf_open_mode_tsvector.py')"` 2. Verify MinIOBackend import: `cd backend && python -c "from storage.minio_backend import MinIOBackend; print(hasattr(MinIOBackend, 'put_object_raw'))"` 3. Grep checks: `grep -n "ix_documents_fts\|audit-logs\|pdf_open_mode\|put_object_raw" backend/migrations/versions/0004_phase4_pdf_open_mode_tsvector.py backend/storage/minio_backend.py`

<success_criteria>

  • Migration 0004 file is syntactically valid Python with revision="0004" and down_revision="0003"
  • Migration contains all three upgrade steps: pdf_open_mode column, GIN FTS index, audit-logs bucket creation
  • MinIOBackend.put_object_raw() is an async method that delegates to asyncio.to_thread
  • No existing tests regress: cd backend && pytest -v --no-header 2>&1 | grep -E "FAILED|ERROR" returns nothing </success_criteria>
Create `.planning/phases/04-folders-sharing-quotas-document-ux/04-02-SUMMARY.md` when done.