Phase 4: Documents & Memory — upload, FTS, AI tools, context injection
Backend:
- Document + MemoryEntry models with Alembic migration (GIN FTS index)
- File upload endpoint with path traversal protection (sanitized filenames)
- Background document text extraction (PyMuPDF)
- Full-text search on extracted_text via PostgreSQL tsvector/tsquery
- Memory CRUD with enum-validated categories/importance, field allow-list
- AI tools: save_memory, search_documents, get_memory (Claude function calling)
- Tool execution loop in stream_ai_response (multi-turn tool use)
- Context assembly: injects critical memory + relevant doc excerpts
- File storage abstraction (local filesystem, S3-swappable)
- Secure file deletion (DB flush before disk delete)
Frontend:
- Document upload dialog (drag-and-drop + file picker)
- Document list with status badges, search, download (via authenticated blob)
- Document viewer with extracted text preview
- Memory list grouped by category with importance color coding
- Memory editor with category/importance dropdowns
- Documents + Memory pages with full CRUD
- Enabled sidebar navigation for both sections
Review fixes applied:
- Sanitized upload filenames (path traversal prevention)
- Download via axios blob (not bare <a href>, preserves auth)
- Route ordering: /search before /{id}/reindex
- Memory update allows is_active=False + field allow-list
- MemoryEditor form resets on mode switch
- Literal enum validation on category/importance schemas
- DB flush before file deletion for data integrity
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
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@@ -15,6 +15,9 @@ class Settings(BaseSettings):
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ANTHROPIC_API_KEY: str = ""
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CLAUDE_MODEL: str = "claude-sonnet-4-20250514"
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UPLOAD_DIR: str = "/data/uploads"
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MAX_UPLOAD_SIZE_MB: int = 20
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FIRST_ADMIN_EMAIL: str = "admin@example.com"
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FIRST_ADMIN_USERNAME: str = "admin"
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FIRST_ADMIN_PASSWORD: str = "changeme_admin_password"
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