Add comprehensive planning and agentic coding documentation
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
This commit is contained in:
copilot-swe-agent[bot]
@@ -0,0 +1,661 @@
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# Agentic Coding Guide for DocuElevate
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**Version:** 1.0
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**Last Updated:** 2026-02-06
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This guide helps AI coding agents work effectively with the DocuElevate codebase. It provides context, conventions, and best practices for autonomous code contributions.
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---
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## 🎯 Project Overview
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### What is DocuElevate?
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DocuElevate is an intelligent document processing system that:
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- Ingests documents from multiple sources (email, web upload, API)
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- Processes documents (OCR, PDF conversion, metadata extraction)
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- Stores documents in various cloud storage providers
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- Uses AI (OpenAI, Azure) for intelligent document classification and metadata extraction
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### Tech Stack
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```
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Backend: FastAPI, SQLAlchemy, Celery, Redis
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Frontend: Jinja2 templates, Tailwind CSS
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AI/ML: OpenAI API, Azure Document Intelligence
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Storage: Dropbox, Google Drive, OneDrive, S3, Nextcloud, Paperless-NGX
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Auth: Authentik (OAuth2), Basic Auth
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Infra: Docker, Docker Compose, Alembic (migrations)
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```
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### Key Directories
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```
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DocuElevate/
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├── app/
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│ ├── api/ # REST API endpoints
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│ ├── tasks/ # Celery background tasks
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│ ├── routes/ # Deprecated - being migrated to api/
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│ ├── views/ # UI routes and templates
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│ ├── utils/ # Utility functions
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│ ├── config.py # Configuration (Pydantic Settings)
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│ ├── database.py # SQLAlchemy setup
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│ ├── models.py # Database models
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│ ├── main.py # FastAPI app initialization
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│ └── auth.py # Authentication logic
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├── frontend/
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│ ├── static/ # CSS, JS, images
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│ └── templates/ # Jinja2 HTML templates
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├── tests/ # Pytest test suite
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├── docs/ # User documentation
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├── migrations/ # Alembic database migrations
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└── docker/ # Docker configuration
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```
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---
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## 🤖 Agent Guidelines
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### Before Making Changes
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1. **Understand the Context**
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- Read relevant documentation in `docs/`
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- Check `TODO.md` for current priorities
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- Review `SECURITY_AUDIT.md` for security considerations
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- Check `ROADMAP.md` for feature direction
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2. **Check Existing Patterns**
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- Look at similar existing code first
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- Follow the established patterns in the codebase
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- Don't introduce new patterns without good reason
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3. **Identify Dependencies**
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- Check if your change affects multiple modules
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- Ensure you understand the Celery task flow
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- Consider impact on database schema
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### Code Conventions
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#### Python Style
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```python
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# Use Black formatting (line length: 120)
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# Use type hints
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def process_document(file_path: str, metadata: Dict[str, Any]) -> DocumentMetadata:
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"""
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Process a document and extract metadata.
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Args:
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file_path: Absolute path to the document file
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metadata: Additional metadata to include
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Returns:
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DocumentMetadata object with extracted information
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Raises:
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FileNotFoundError: If file doesn't exist
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ProcessingError: If processing fails
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"""
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pass
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# Use descriptive variable names
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user_document_path = Path("/workdir/documents/invoice.pdf")
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ocr_result = extract_text_from_pdf(user_document_path)
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# Prefer explicit over implicit
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if storage_provider == "dropbox":
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upload_to_dropbox(file_path, metadata)
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elif storage_provider == "google_drive":
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upload_to_google_drive(file_path, metadata)
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else:
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raise ValueError(f"Unknown storage provider: {storage_provider}")
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```
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#### Configuration
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```python
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# Always use settings from config.py
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from app.config import settings
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# Good
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api_key = settings.openai_api_key
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# Bad - never hardcode
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api_key = "sk-abc123..."
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# Check if optional services are configured
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if settings.dropbox_app_key:
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# Dropbox is configured
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upload_to_dropbox()
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```
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#### Error Handling
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```python
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# Use appropriate exception types
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from fastapi import HTTPException, status
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# API endpoints should return HTTP errors
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@router.get("/files/{file_id}")
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async def get_file(file_id: int):
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file = get_file_from_db(file_id)
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if not file:
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raise HTTPException(
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status_code=status.HTTP_404_NOT_FOUND,
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detail=f"File with ID {file_id} not found"
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)
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return file
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# Tasks should log and handle errors gracefully
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@celery_app.task(bind=True, max_retries=3)
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def process_document_task(self, file_path: str):
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try:
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result = process_document(file_path)
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return result
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except TemporaryError as e:
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logger.warning(f"Temporary error processing {file_path}: {e}")
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raise self.retry(exc=e, countdown=60)
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except PermanentError as e:
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logger.error(f"Permanent error processing {file_path}: {e}")
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# Don't retry permanent errors
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return {"error": str(e)}
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```
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#### Testing
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```python
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# Mark tests appropriately
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@pytest.mark.unit
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def test_hash_file():
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"""Unit test for file hashing utility."""
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pass
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@pytest.mark.integration
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def test_upload_api_endpoint(client):
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"""Integration test for upload API."""
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pass
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@pytest.mark.requires_external
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@pytest.mark.skip(reason="Requires OpenAI API key")
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def test_openai_metadata_extraction():
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"""Test actual OpenAI integration."""
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pass
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# Use fixtures for common setup
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def test_document_processing(sample_pdf_path, db_session):
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"""Test uses fixtures from conftest.py"""
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pass
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```
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---
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## 📝 Common Tasks
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### Adding a New API Endpoint
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1. Create endpoint in `app/api/`:
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```python
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# app/api/my_feature.py
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from fastapi import APIRouter, HTTPException
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from app.database import get_db
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from app.models import MyModel
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router = APIRouter(prefix="/api/my-feature", tags=["my-feature"])
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@router.get("/")
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async def list_items(db=Depends(get_db)):
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"""List all items."""
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items = db.query(MyModel).all()
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return items
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```
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2. Register router in `app/api/__init__.py`:
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```python
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from app.api import my_feature
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router.include_router(my_feature.router)
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```
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3. Add tests in `tests/test_api_my_feature.py`
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### Adding a New Celery Task
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1. Create task in `app/tasks/`:
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```python
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# app/tasks/my_task.py
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from app.celery_app import celery_app
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import logging
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logger = logging.getLogger(__name__)
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@celery_app.task(bind=True, max_retries=3)
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def my_background_task(self, param: str):
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"""
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Description of what this task does.
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Args:
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param: Description of parameter
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"""
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try:
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logger.info(f"Processing task with param: {param}")
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# Task logic here
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return {"status": "success"}
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except Exception as e:
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logger.error(f"Task failed: {e}")
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raise self.retry(exc=e, countdown=60)
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```
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2. Import in `app/tasks/__init__.py`
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3. Add tests in `tests/test_tasks.py`
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### Adding a Database Model
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1. Define model in `app/models.py`:
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```python
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class MyModel(Base):
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__tablename__ = "my_table"
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id = Column(Integer, primary_key=True, index=True)
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name = Column(String, nullable=False)
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created_at = Column(DateTime, default=datetime.utcnow)
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```
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2. Create migration:
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```bash
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cd /path/to/DocuElevate
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alembic revision --autogenerate -m "Add MyModel table"
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alembic upgrade head
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```
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3. Add model to tests fixtures
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### Adding a Storage Provider
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1. Create provider module in `app/tasks/storage/`:
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```python
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# app/tasks/storage/my_provider.py
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from app.config import settings
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import logging
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logger = logging.getLogger(__name__)
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def upload_to_my_provider(file_path: str, metadata: dict) -> str:
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"""
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Upload file to My Provider.
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Args:
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file_path: Local path to file
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metadata: Document metadata
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Returns:
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URL or ID of uploaded file
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Raises:
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ProviderError: If upload fails
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"""
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if not settings.my_provider_api_key:
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raise ValueError("MY_PROVIDER_API_KEY not configured")
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# Implementation
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pass
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```
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2. Add configuration to `app/config.py`:
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```python
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class Settings(BaseSettings):
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# ... existing settings ...
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my_provider_api_key: Optional[str] = None
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my_provider_endpoint: Optional[str] = None
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```
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3. Add to `.env.demo`:
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```bash
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# My Provider
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MY_PROVIDER_API_KEY=your_api_key_here
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MY_PROVIDER_ENDPOINT=https://api.myprovider.com
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```
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4. Add validator in `app/utils/config_validator/`
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5. Add tests with mocked API calls
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---
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## 🔒 Security Best Practices
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### What to NEVER Do
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- ❌ Hardcode API keys, passwords, or secrets
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- ❌ Log sensitive data (passwords, tokens, API keys)
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- ❌ Accept unsanitized user input for file paths
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- ❌ Disable security features without documentation
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- ❌ Commit `.env` files or credentials
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### What to ALWAYS Do
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- ✅ Use `settings` from `app/config.py` for all configuration
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- ✅ Validate and sanitize all user inputs
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- ✅ Use parameterized database queries (SQLAlchemy handles this)
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- ✅ Check file paths for directory traversal (`Path.resolve()`)
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- ✅ Use appropriate HTTP status codes (401, 403, 404, etc.)
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- ✅ Log security-relevant events
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- ✅ Add rate limiting for sensitive endpoints
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- ✅ Use HTTPS in production (documented in deployment guide)
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### Input Validation Example
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```python
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from pathlib import Path
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from fastapi import HTTPException, status
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def validate_file_path(file_path: str, base_dir: str = "/workdir") -> Path:
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"""Validate file path is within allowed directory."""
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try:
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path = Path(file_path).resolve()
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base = Path(base_dir).resolve()
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# Ensure path is within base directory
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if not path.is_relative_to(base):
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raise ValueError("Path outside allowed directory")
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return path
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except Exception as e:
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raise HTTPException(
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status_code=status.HTTP_400_BAD_REQUEST,
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detail=f"Invalid file path: {e}"
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)
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```
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---
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## 🧪 Testing Strategy
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### Test Coverage Goals
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- **Target:** 80% overall coverage
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- **Critical modules:** 90%+ (auth, config, database)
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- **Tasks:** 70%+ (complex to test with external services)
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- **API endpoints:** 85%+
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### Test Types
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```python
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# Unit tests - fast, isolated, no external dependencies
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@pytest.mark.unit
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def test_hash_file_empty(tmp_path):
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"""Test hashing an empty file."""
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file = tmp_path / "empty.txt"
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file.write_text("")
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assert hash_file(str(file)) == "expected_hash"
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# Integration tests - test multiple components together
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@pytest.mark.integration
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def test_upload_and_process(client, sample_pdf):
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"""Test full upload and processing flow."""
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response = client.post("/api/upload", files={"file": sample_pdf})
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assert response.status_code == 200
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# External service tests - skipped by default
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@pytest.mark.requires_external
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@pytest.mark.skipif(not os.getenv("OPENAI_API_KEY"), reason="No API key")
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def test_real_openai_extraction():
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"""Test actual OpenAI API (skipped in CI)."""
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pass
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```
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### Running Tests
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```bash
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# All tests
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pytest
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# Specific category
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pytest -m unit
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pytest -m integration
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# With coverage
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pytest --cov=app --cov-report=html
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# Specific file
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pytest tests/test_api.py -v
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# Skip external services
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pytest -m "not requires_external"
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```
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---
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## 🚀 Performance Considerations
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### Async/Await
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- FastAPI endpoints are async by default
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- Use `async def` for I/O-bound operations
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- Use regular `def` for CPU-bound operations
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```python
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# Good - async for I/O
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@router.get("/files")
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async def list_files(db: Session = Depends(get_db)):
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files = db.query(FileRecord).all()
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return files
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# Also good - sync for CPU-heavy
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@router.post("/hash")
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def hash_large_file(file: UploadFile):
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return compute_hash(file.file.read())
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```
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### Database Queries
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```python
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# Good - single query with join
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files = db.query(FileRecord).options(
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joinedload(FileRecord.metadata)
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).filter(FileRecord.user_id == user_id).all()
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# Bad - N+1 queries
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files = db.query(FileRecord).filter(FileRecord.user_id == user_id).all()
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for file in files:
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metadata = file.metadata # Triggers separate query each time
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```
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### Celery Tasks
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```python
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# Long-running tasks should update progress
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@celery_app.task(bind=True)
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def process_large_batch(self, file_ids: List[int]):
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total = len(file_ids)
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for i, file_id in enumerate(file_ids):
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process_file(file_id)
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self.update_state(
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state='PROGRESS',
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meta={'current': i + 1, 'total': total}
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)
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```
|
||||
|
||||
---
|
||||
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||||
## 📚 Documentation Requirements
|
||||
|
||||
### Code Documentation
|
||||
```python
|
||||
def complex_function(param1: str, param2: int = 10) -> Dict[str, Any]:
|
||||
"""
|
||||
One-line summary of what the function does.
|
||||
|
||||
More detailed explanation if needed. Can span multiple
|
||||
lines and include examples.
|
||||
|
||||
Args:
|
||||
param1: Description of param1
|
||||
param2: Description of param2, defaults to 10
|
||||
|
||||
Returns:
|
||||
Dictionary containing:
|
||||
- key1: Description
|
||||
- key2: Description
|
||||
|
||||
Raises:
|
||||
ValueError: If param1 is empty
|
||||
FileNotFoundError: If file doesn't exist
|
||||
|
||||
Examples:
|
||||
>>> result = complex_function("test", 5)
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||||
>>> print(result['key1'])
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||||
'value'
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||||
"""
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||||
pass
|
||||
```
|
||||
|
||||
### API Documentation
|
||||
- Use FastAPI's automatic OpenAPI generation
|
||||
- Add descriptions to endpoints
|
||||
- Document request/response models
|
||||
- Include example requests/responses
|
||||
|
||||
```python
|
||||
@router.post(
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||||
"/upload",
|
||||
response_model=UploadResponse,
|
||||
status_code=status.HTTP_201_CREATED,
|
||||
summary="Upload a document",
|
||||
description="Upload a document for processing. Supports PDF, images, and Office documents.",
|
||||
responses={
|
||||
201: {"description": "Document uploaded successfully"},
|
||||
400: {"description": "Invalid file format"},
|
||||
413: {"description": "File too large"},
|
||||
}
|
||||
)
|
||||
async def upload_document(
|
||||
file: UploadFile = File(..., description="Document file to upload"),
|
||||
tags: List[str] = Query([], description="Optional tags for the document"),
|
||||
):
|
||||
"""Upload endpoint implementation."""
|
||||
pass
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## 🐛 Debugging
|
||||
|
||||
### Logging
|
||||
```python
|
||||
import logging
|
||||
|
||||
logger = logging.getLogger(__name__)
|
||||
|
||||
# Use appropriate log levels
|
||||
logger.debug("Detailed information for debugging")
|
||||
logger.info("General information about operation")
|
||||
logger.warning("Warning about potential issue")
|
||||
logger.error("Error that needs attention")
|
||||
logger.critical("Critical error that needs immediate attention")
|
||||
|
||||
# Include context in logs
|
||||
logger.info(f"Processing document: {file_id}, user: {user_id}")
|
||||
|
||||
# Don't log sensitive data
|
||||
logger.info(f"User authenticated") # Good
|
||||
logger.info(f"Password: {password}") # BAD!
|
||||
```
|
||||
|
||||
### Common Issues
|
||||
|
||||
1. **Import Errors**
|
||||
- Check if module is in `__init__.py`
|
||||
- Verify Python path includes project root
|
||||
- Look for circular imports
|
||||
|
||||
2. **Database Issues**
|
||||
- Check if migrations are up to date: `alembic upgrade head`
|
||||
- Verify DATABASE_URL is set correctly
|
||||
- Check if tables exist: `sqlite3 app/database.db .schema`
|
||||
|
||||
3. **Celery Issues**
|
||||
- Verify Redis is running: `redis-cli ping`
|
||||
- Check Celery worker logs
|
||||
- Ensure tasks are imported in `celery_worker.py`
|
||||
|
||||
4. **Test Failures**
|
||||
- Check if test database is clean (use fixtures)
|
||||
- Verify environment variables are set in `conftest.py`
|
||||
- Run single test to isolate issue: `pytest tests/test_file.py::test_name -v`
|
||||
|
||||
---
|
||||
|
||||
## 🔄 Git Workflow
|
||||
|
||||
### Branch Names
|
||||
- `feature/description` - New features
|
||||
- `bugfix/description` - Bug fixes
|
||||
- `hotfix/description` - Urgent production fixes
|
||||
- `refactor/description` - Code refactoring
|
||||
- `docs/description` - Documentation updates
|
||||
|
||||
### Commit Messages
|
||||
```
|
||||
type(scope): Short description (max 72 chars)
|
||||
|
||||
Longer description if needed. Explain:
|
||||
- What changed
|
||||
- Why it changed
|
||||
- Any breaking changes
|
||||
|
||||
Fixes #123
|
||||
```
|
||||
|
||||
Types: `feat`, `fix`, `docs`, `style`, `refactor`, `test`, `chore`
|
||||
|
||||
### Pull Requests
|
||||
1. Create PR with descriptive title
|
||||
2. Fill out PR template
|
||||
3. Link related issues
|
||||
4. Ensure CI passes
|
||||
5. Request reviews
|
||||
6. Address feedback
|
||||
7. Squash merge when approved
|
||||
|
||||
---
|
||||
|
||||
## ✅ Pre-commit Checklist
|
||||
|
||||
Before submitting code:
|
||||
|
||||
- [ ] Code follows style guide (Black formatted)
|
||||
- [ ] All tests pass (`pytest`)
|
||||
- [ ] New code has tests
|
||||
- [ ] Coverage doesn't decrease
|
||||
- [ ] Documentation updated if needed
|
||||
- [ ] No secrets or credentials in code
|
||||
- [ ] Linting passes (`flake8`, `pylint`)
|
||||
- [ ] Type hints added (`mypy` clean)
|
||||
- [ ] CHANGELOG.md updated (if user-facing)
|
||||
- [ ] Security scan passed (`bandit`)
|
||||
|
||||
Run full check:
|
||||
```bash
|
||||
pytest --cov=app
|
||||
black app/ tests/
|
||||
flake8 app/ --max-line-length=120
|
||||
mypy app/
|
||||
bandit -r app/
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## 🤝 Agent Collaboration
|
||||
|
||||
### When to Ask for Help
|
||||
- Breaking changes needed
|
||||
- Unsure about architecture decision
|
||||
- Security implications unclear
|
||||
- Performance impact unknown
|
||||
- Tests consistently failing
|
||||
|
||||
### How to Document Changes
|
||||
1. Update relevant documentation
|
||||
2. Add comments for complex logic
|
||||
3. Update TODO.md if introducing tech debt
|
||||
4. Note breaking changes in commit message
|
||||
5. Update API documentation if endpoints changed
|
||||
|
||||
---
|
||||
|
||||
## 📞 Resources
|
||||
|
||||
- **Main README:** [README.md](README.md)
|
||||
- **API Docs:** http://localhost:8000/docs (when running)
|
||||
- **User Guide:** [docs/UserGuide.md](docs/UserGuide.md)
|
||||
- **Deployment:** [docs/DeploymentGuide.md](docs/DeploymentGuide.md)
|
||||
- **Troubleshooting:** [docs/Troubleshooting.md](docs/Troubleshooting.md)
|
||||
- **GitHub Issues:** Track bugs and features
|
||||
- **GitHub Discussions:** Questions and community
|
||||
|
||||
---
|
||||
|
||||
*This guide is a living document. Improvements welcome via PR!*
|
||||
@@ -78,3 +78,52 @@ isort .
|
||||
|
||||
## Project Structure
|
||||
|
||||
```
|
||||
DocuElevate/
|
||||
├── app/ # Main application code
|
||||
│ ├── api/ # REST API endpoints (organized by feature)
|
||||
│ ├── tasks/ # Celery background tasks
|
||||
│ ├── views/ # UI routes and template rendering
|
||||
│ ├── utils/ # Utility functions and helpers
|
||||
│ ├── config.py # Configuration management (Pydantic)
|
||||
│ ├── database.py # Database setup and session management
|
||||
│ ├── models.py # SQLAlchemy models
|
||||
│ ├── main.py # FastAPI app initialization
|
||||
│ └── auth.py # Authentication logic
|
||||
├── frontend/ # Frontend assets
|
||||
│ ├── static/ # CSS, JavaScript, images
|
||||
│ └── templates/ # Jinja2 HTML templates
|
||||
├── tests/ # Test suite
|
||||
├── docs/ # User and developer documentation
|
||||
├── migrations/ # Alembic database migrations
|
||||
└── docker/ # Docker configuration files
|
||||
```
|
||||
|
||||
## 📚 Additional Resources
|
||||
|
||||
### Documentation
|
||||
- **[AGENTIC_CODING.md](AGENTIC_CODING.md)** - Comprehensive guide for AI agents and developers
|
||||
- **[README.md](README.md)** - Project overview and quickstart
|
||||
- **[ROADMAP.md](ROADMAP.md)** - Future features and long-term vision
|
||||
- **[MILESTONES.md](MILESTONES.md)** - Release planning and versioning
|
||||
- **[TODO.md](TODO.md)** - Current tasks and priorities
|
||||
- **[SECURITY.md](SECURITY.md)** - Security policy
|
||||
- **[SECURITY_AUDIT.md](SECURITY_AUDIT.md)** - Security findings and improvements
|
||||
|
||||
### Testing
|
||||
- All new features must include tests
|
||||
- Aim for 80% code coverage
|
||||
- See [AGENTIC_CODING.md#testing-strategy](AGENTIC_CODING.md#testing-strategy) for detailed testing guidelines
|
||||
|
||||
### Security
|
||||
- Never commit secrets or credentials
|
||||
- Follow guidelines in [SECURITY_AUDIT.md](SECURITY_AUDIT.md)
|
||||
- Report security issues per [SECURITY.md](SECURITY.md)
|
||||
|
||||
## 🤝 Getting Help
|
||||
|
||||
- **GitHub Issues:** Bug reports and feature requests
|
||||
- **GitHub Discussions:** Questions and community support
|
||||
- **Documentation:** Check `docs/` directory for guides
|
||||
|
||||
Thank you for contributing to DocuElevate!
|
||||
+341
@@ -0,0 +1,341 @@
|
||||
# DocuElevate Milestones
|
||||
|
||||
**Last Updated:** 2026-02-06
|
||||
|
||||
This document outlines the release milestones, versioning strategy, and detailed feature breakdown for DocuElevate.
|
||||
|
||||
## Versioning Strategy
|
||||
|
||||
DocuElevate follows [Semantic Versioning 2.0.0](https://semver.org/):
|
||||
- **MAJOR.MINOR.PATCH** (e.g., 1.2.3)
|
||||
- **MAJOR:** Breaking changes or major architectural shifts
|
||||
- **MINOR:** New features, backward-compatible
|
||||
- **PATCH:** Bug fixes, security patches, backward-compatible
|
||||
|
||||
### Release Cadence
|
||||
- **Patch releases:** As needed for critical bugs/security
|
||||
- **Minor releases:** Every 6-8 weeks
|
||||
- **Major releases:** Every 12-18 months
|
||||
|
||||
---
|
||||
|
||||
## Current Release: v0.3.2 (February 2026)
|
||||
|
||||
### Status: Stable
|
||||
- Production-ready document processing
|
||||
- Multi-provider storage support
|
||||
- Basic web UI and REST API
|
||||
- OAuth2 authentication
|
||||
|
||||
---
|
||||
|
||||
## Upcoming Milestones
|
||||
|
||||
### v0.3.3 - Security & Testing Hardening (February 2026)
|
||||
**Target Date:** February 15, 2026
|
||||
**Status:** 🚧 In Progress
|
||||
**Theme:** Security, Quality, Testing
|
||||
|
||||
#### Goals
|
||||
- [x] Fix critical security vulnerabilities (authlib, starlette)
|
||||
- [x] Implement comprehensive test suite
|
||||
- [x] Add security scanning (CodeQL, Bandit)
|
||||
- [x] Improve CI/CD pipeline
|
||||
- [ ] Achieve 60% test coverage
|
||||
- [ ] Add pre-commit hooks
|
||||
- [ ] Update all dependencies to latest secure versions
|
||||
|
||||
#### Deliverables
|
||||
- [x] SECURITY_AUDIT.md documentation
|
||||
- [x] pytest configuration and fixtures
|
||||
- [x] API integration tests
|
||||
- [x] Configuration validation tests
|
||||
- [ ] Task processing tests
|
||||
- [ ] Storage provider integration tests
|
||||
- [x] Updated CI/CD workflows
|
||||
- [ ] Security best practices guide
|
||||
|
||||
#### Breaking Changes
|
||||
- None
|
||||
|
||||
---
|
||||
|
||||
### v0.4.0 - Enhanced Search & UI Improvements (April 2026)
|
||||
**Target Date:** April 1, 2026
|
||||
**Status:** 📋 Planned
|
||||
**Theme:** User Experience, Search, Performance
|
||||
|
||||
#### Goals
|
||||
- Implement full-text search across documents
|
||||
- Responsive mobile interface
|
||||
- Dark mode support
|
||||
- Document preview in browser
|
||||
- Performance optimizations
|
||||
- Improved error handling and user feedback
|
||||
|
||||
#### Deliverables
|
||||
- Full-text search API and UI
|
||||
- Advanced filtering capabilities
|
||||
- Responsive CSS framework integration
|
||||
- Dark mode toggle
|
||||
- In-browser document viewer
|
||||
- Loading states and progress indicators
|
||||
- Performance benchmarks
|
||||
- Mobile-optimized interface
|
||||
|
||||
#### Breaking Changes
|
||||
- API response format changes for search endpoints (documented)
|
||||
|
||||
#### Migration Path
|
||||
- Search endpoint changes will be versioned (/api/v1/search → /api/v2/search)
|
||||
- Old endpoints deprecated but functional for 2 releases
|
||||
|
||||
---
|
||||
|
||||
### v0.4.5 - Workflow Automation (June 2026)
|
||||
**Target Date:** June 1, 2026
|
||||
**Status:** 📋 Planned
|
||||
**Theme:** Automation, Integration, Webhooks
|
||||
|
||||
#### Goals
|
||||
- Custom processing pipelines
|
||||
- Conditional routing based on document type
|
||||
- Webhook support for external integrations
|
||||
- Rule-based classification
|
||||
- Scheduled batch processing
|
||||
|
||||
#### Deliverables
|
||||
- Pipeline configuration UI
|
||||
- Webhook management interface
|
||||
- Rule engine for document routing
|
||||
- Batch processing scheduler
|
||||
- Integration examples and templates
|
||||
- Webhook payload documentation
|
||||
|
||||
#### Breaking Changes
|
||||
- None
|
||||
|
||||
---
|
||||
|
||||
### v0.5.0 - Advanced AI & Multi-language (August 2026)
|
||||
**Target Date:** August 1, 2026
|
||||
**Status:** 📋 Planned
|
||||
**Theme:** AI Enhancement, Internationalization
|
||||
|
||||
#### Goals
|
||||
- Custom AI model support
|
||||
- Multi-language OCR
|
||||
- Document similarity detection
|
||||
- Duplicate detection
|
||||
- UI internationalization (i18n)
|
||||
- API localization
|
||||
|
||||
#### Deliverables
|
||||
- Custom model integration API
|
||||
- Multi-language OCR configuration
|
||||
- Similarity algorithm implementation
|
||||
- Duplicate detection service
|
||||
- Translation framework (10+ languages)
|
||||
- Localized documentation
|
||||
|
||||
#### Breaking Changes
|
||||
- Configuration file format changes (auto-migration script provided)
|
||||
|
||||
---
|
||||
|
||||
### v1.0.0 - Enterprise Edition (November 2026)
|
||||
**Target Date:** November 1, 2026
|
||||
**Status:** 📋 Planned
|
||||
**Theme:** Enterprise Features, Scalability, Multi-tenancy
|
||||
|
||||
This is our first major release, marking production-ready enterprise capabilities.
|
||||
|
||||
#### Goals
|
||||
- Multi-tenancy and organization management
|
||||
- Role-based access control (RBAC)
|
||||
- Horizontal scaling support
|
||||
- Comprehensive audit logging
|
||||
- SLA monitoring and alerting
|
||||
- Professional support offerings
|
||||
|
||||
#### Deliverables
|
||||
- **Multi-tenancy**
|
||||
- Organization/team management UI
|
||||
- Per-tenant configuration and branding
|
||||
- Resource quotas and billing integration
|
||||
- Tenant isolation at database level
|
||||
|
||||
- **Access Control**
|
||||
- RBAC with customizable roles
|
||||
- Permission management UI
|
||||
- API key management per organization
|
||||
- SSO integration (SAML, LDAP)
|
||||
|
||||
- **Scalability**
|
||||
- Horizontal scaling documentation
|
||||
- Load balancer configuration
|
||||
- Distributed caching
|
||||
- Database replication support
|
||||
- Message queue clustering
|
||||
|
||||
- **Observability**
|
||||
- Comprehensive audit logs
|
||||
- Prometheus metrics export
|
||||
- Grafana dashboards
|
||||
- APM integration (New Relic, DataDog)
|
||||
- SLA monitoring
|
||||
|
||||
- **Documentation**
|
||||
- Enterprise deployment guide
|
||||
- High availability setup
|
||||
- Disaster recovery procedures
|
||||
- Security compliance guide
|
||||
- Professional services offerings
|
||||
|
||||
#### Breaking Changes
|
||||
- Database schema migration (automatic with Alembic)
|
||||
- Configuration file restructure (migration tool provided)
|
||||
- API v1 deprecated (v2 required for new features)
|
||||
|
||||
#### Migration Path
|
||||
- Detailed migration guide provided
|
||||
- Automated migration scripts
|
||||
- Rollback procedures documented
|
||||
- Migration support via GitHub Discussions
|
||||
|
||||
---
|
||||
|
||||
### v1.1.0 - Collaboration & Analytics (January 2027)
|
||||
**Target Date:** January 15, 2027
|
||||
**Status:** 📋 Planned
|
||||
**Theme:** Collaboration, Reporting, Analytics
|
||||
|
||||
#### Goals
|
||||
- Document sharing with expiring links
|
||||
- Comments and annotations
|
||||
- Version history
|
||||
- Analytics dashboard
|
||||
- Cost analysis
|
||||
- Export reports
|
||||
|
||||
#### Deliverables
|
||||
- Sharing interface with permissions
|
||||
- Comment system with threading
|
||||
- Version control and diff viewer
|
||||
- Analytics dashboard with charts
|
||||
- Cost breakdown by provider
|
||||
- Report generation (PDF, CSV, Excel)
|
||||
- User activity tracking
|
||||
|
||||
#### Breaking Changes
|
||||
- None
|
||||
|
||||
---
|
||||
|
||||
### v2.0.0 - On-Premise AI & Platform Expansion (Q3 2027)
|
||||
**Target Date:** Q3 2027
|
||||
**Status:** 🔮 Future
|
||||
**Theme:** Self-hosting, Privacy, Platform Diversity
|
||||
|
||||
#### Goals
|
||||
- Self-hosted AI models (no cloud dependencies)
|
||||
- Local LLM integration
|
||||
- Desktop and mobile applications
|
||||
- Offline-first capabilities
|
||||
- Enhanced privacy features
|
||||
- Plugin marketplace
|
||||
|
||||
#### Deliverables
|
||||
- Tesseract/EasyOCR integration
|
||||
- Ollama/LLaMA support
|
||||
- Desktop app (Windows, Mac, Linux)
|
||||
- Mobile apps (iOS, Android)
|
||||
- Browser extensions (Chrome, Firefox)
|
||||
- Plugin SDK and marketplace
|
||||
- Offline mode
|
||||
|
||||
#### Breaking Changes
|
||||
- Major API restructure (v3)
|
||||
- New authentication system
|
||||
- Configuration format change
|
||||
- Minimum Python version: 3.12
|
||||
|
||||
---
|
||||
|
||||
## Release Process
|
||||
|
||||
### Pre-release Checklist
|
||||
- [ ] All tests passing
|
||||
- [ ] Security scan passed
|
||||
- [ ] Code review completed
|
||||
- [ ] Documentation updated
|
||||
- [ ] CHANGELOG.md updated
|
||||
- [ ] Migration guide (if breaking changes)
|
||||
- [ ] Release notes drafted
|
||||
- [ ] Version numbers bumped
|
||||
- [ ] Docker images built and tested
|
||||
|
||||
### Release Artifacts
|
||||
- Source code (GitHub)
|
||||
- Docker images (Docker Hub)
|
||||
- PyPI package (future)
|
||||
- Helm charts (future)
|
||||
- Documentation site update
|
||||
|
||||
### Post-release
|
||||
- [ ] GitHub release created
|
||||
- [ ] Blog post published
|
||||
- [ ] Social media announcement
|
||||
- [ ] Community notification
|
||||
- [ ] Support documentation updated
|
||||
- [ ] Monitor for critical issues
|
||||
|
||||
---
|
||||
|
||||
## Version History
|
||||
|
||||
| Version | Release Date | Theme | Status |
|
||||
|---------|-------------|-------|--------|
|
||||
| v0.1.0 | 2024-Q1 | Initial Release | Released |
|
||||
| v0.2.0 | 2024-Q3 | Multi-provider Support | Released |
|
||||
| v0.3.0 | 2025-Q4 | UI & Authentication | Released |
|
||||
| v0.3.2 | 2026-02 | Current Stable | Released |
|
||||
| v0.3.3 | 2026-02 | Security & Testing | In Progress |
|
||||
| v0.4.0 | 2026-04 | Search & UX | Planned |
|
||||
| v0.5.0 | 2026-08 | Advanced AI | Planned |
|
||||
| v1.0.0 | 2026-11 | Enterprise | Planned |
|
||||
| v2.0.0 | 2027-Q3 | Platform Expansion | Future |
|
||||
|
||||
---
|
||||
|
||||
## Support & EOL Policy
|
||||
|
||||
### Active Support
|
||||
- Current stable release: Full support (bug fixes, security patches, features)
|
||||
- Previous minor release: Security patches only
|
||||
- Older versions: Community support only
|
||||
|
||||
### End of Life (EOL)
|
||||
- Minor versions: EOL when 2 newer minor versions released
|
||||
- Major versions: EOL 18 months after next major version
|
||||
|
||||
### Security Patches
|
||||
- Critical vulnerabilities: Patched within 48 hours
|
||||
- High severity: Patched within 1 week
|
||||
- Medium/Low: Included in next regular release
|
||||
|
||||
---
|
||||
|
||||
## Contributing to Milestones
|
||||
|
||||
Want to contribute to a specific milestone?
|
||||
|
||||
1. Check the [GitHub Projects](https://github.com/christianlouis/DocuElevate/projects) board
|
||||
2. Look for issues tagged with milestone labels
|
||||
3. Read [CONTRIBUTING.md](CONTRIBUTING.md)
|
||||
4. Comment on the issue you'd like to work on
|
||||
5. Submit a PR linked to the issue
|
||||
|
||||
---
|
||||
|
||||
*This milestone document is updated regularly. For real-time status, check our [GitHub Projects](https://github.com/christianlouis/DocuElevate/projects) board.*
|
||||
+213
@@ -0,0 +1,213 @@
|
||||
# DocuElevate Roadmap
|
||||
|
||||
**Last Updated:** 2026-02-06
|
||||
**Version:** 1.0
|
||||
|
||||
## Vision
|
||||
|
||||
DocuElevate aims to be the premier open-source intelligent document processing platform, providing seamless integration with cloud storage providers, advanced AI-powered metadata extraction, and enterprise-grade security and scalability.
|
||||
|
||||
## Current Status (v0.3.2)
|
||||
|
||||
### Core Features ✅
|
||||
- Multi-provider document storage (Dropbox, Google Drive, OneDrive, Nextcloud, S3, etc.)
|
||||
- IMAP email integration for document ingestion
|
||||
- OCR processing via Azure Document Intelligence
|
||||
- AI-powered metadata extraction via OpenAI
|
||||
- PDF conversion via Gotenberg
|
||||
- Web UI for document upload and management
|
||||
- REST API with OpenAPI documentation
|
||||
- Celery-based async task processing
|
||||
- OAuth2 authentication via Authentik
|
||||
|
||||
## Short-term Goals (Q1-Q2 2026) - v0.4.x to v0.5.x
|
||||
|
||||
### Quality & Stability 🎯
|
||||
- **Test Coverage** (High Priority)
|
||||
- [ ] Achieve 80% code coverage for core modules
|
||||
- [ ] Add integration tests for all storage providers
|
||||
- [ ] Add end-to-end workflow tests
|
||||
- [ ] Performance benchmarks and load testing
|
||||
|
||||
- **Code Quality** (High Priority)
|
||||
- [ ] Enable strict linting in CI/CD
|
||||
- [ ] Refactor large modules for better maintainability
|
||||
- [ ] Add comprehensive type hints
|
||||
- [ ] Improve error handling and user feedback
|
||||
|
||||
- **Security** (Critical Priority)
|
||||
- [x] Fix known vulnerabilities in dependencies
|
||||
- [ ] Implement rate limiting on API endpoints
|
||||
- [ ] Add CSRF protection
|
||||
- [ ] Security audit by external party
|
||||
- [ ] Implement API key rotation
|
||||
- [ ] Add audit logging for sensitive operations
|
||||
|
||||
### Features - v0.4.0
|
||||
- **Enhanced Search & Filtering**
|
||||
- [ ] Full-text search across documents
|
||||
- [ ] Advanced filtering by metadata, tags, date ranges
|
||||
- [ ] Saved search queries
|
||||
- [ ] Bulk operations on search results
|
||||
|
||||
- **Improved UI/UX**
|
||||
- [ ] Responsive mobile interface
|
||||
- [ ] Dark mode support
|
||||
- [ ] Document preview in browser
|
||||
- [ ] Drag-and-drop file upload
|
||||
- [ ] Progress indicators for long-running tasks
|
||||
- [ ] Real-time notifications via WebSocket
|
||||
|
||||
### Features - v0.5.0
|
||||
- **Workflow Automation**
|
||||
- [ ] Custom processing pipelines
|
||||
- [ ] Conditional routing based on document type
|
||||
- [ ] Scheduled batch processing
|
||||
- [ ] Webhook support for external integrations
|
||||
- [ ] Rule-based document classification
|
||||
|
||||
- **Advanced AI Features**
|
||||
- [ ] Custom AI models for specialized document types
|
||||
- [ ] Multi-language OCR support
|
||||
- [ ] Document similarity detection
|
||||
- [ ] Automatic duplicate detection
|
||||
- [ ] Intelligent document splitting
|
||||
|
||||
## Medium-term Goals (Q3-Q4 2026) - v1.0.x
|
||||
|
||||
### Enterprise Features - v1.0.0
|
||||
- **Multi-tenancy**
|
||||
- [ ] Organization/team management
|
||||
- [ ] Role-based access control (RBAC)
|
||||
- [ ] Per-tenant configuration
|
||||
- [ ] Resource quotas and limits
|
||||
- [ ] Audit logs per organization
|
||||
|
||||
- **Scalability**
|
||||
- [ ] Horizontal scaling support
|
||||
- [ ] Distributed task processing
|
||||
- [ ] Caching layer (Redis/Memcached)
|
||||
- [ ] Database connection pooling
|
||||
- [ ] Message queue optimization
|
||||
|
||||
- **Advanced Integrations**
|
||||
- [ ] Microsoft SharePoint integration
|
||||
- [ ] Slack/Teams bot integration
|
||||
- [ ] Zapier/Make.com integration
|
||||
- [ ] Custom webhook receivers
|
||||
- [ ] GraphQL API
|
||||
|
||||
### Features - v1.1.0
|
||||
- **Collaboration**
|
||||
- [ ] Document sharing with expiring links
|
||||
- [ ] Comments and annotations
|
||||
- [ ] Version history and rollback
|
||||
- [ ] Real-time collaborative editing metadata
|
||||
- [ ] Activity feed
|
||||
|
||||
- **Reporting & Analytics**
|
||||
- [ ] Processing statistics dashboard
|
||||
- [ ] Storage usage analytics
|
||||
- [ ] AI confidence scores and accuracy tracking
|
||||
- [ ] Cost analysis per provider
|
||||
- [ ] Export reports (PDF, CSV, Excel)
|
||||
|
||||
## Long-term Goals (2027+) - v2.0+
|
||||
|
||||
### Strategic Initiatives
|
||||
- **On-Premise AI Models**
|
||||
- [ ] Self-hosted OCR (Tesseract, EasyOCR)
|
||||
- [ ] Local LLM integration (Ollama, LLaMA)
|
||||
- [ ] GPU acceleration support
|
||||
- [ ] Model fine-tuning interface
|
||||
- [ ] Hybrid cloud/on-premise processing
|
||||
|
||||
- **Advanced Document Management**
|
||||
- [ ] Document lifecycle management
|
||||
- [ ] Retention policies and auto-deletion
|
||||
- [ ] Compliance templates (GDPR, HIPAA, SOC2)
|
||||
- [ ] Digital signature support
|
||||
- [ ] Encryption at rest and in transit
|
||||
|
||||
- **Platform Expansion**
|
||||
- [ ] Desktop applications (Electron)
|
||||
- [ ] Mobile apps (iOS/Android)
|
||||
- [ ] Browser extensions
|
||||
- [ ] Command-line interface (CLI)
|
||||
- [ ] VS Code extension for developers
|
||||
|
||||
### Research & Innovation
|
||||
- [ ] Machine learning for custom document types
|
||||
- [ ] Blockchain for document provenance
|
||||
- [ ] Federated learning for privacy-preserving AI
|
||||
- [ ] Edge computing support
|
||||
- [ ] Quantum-resistant encryption
|
||||
|
||||
## Community & Ecosystem
|
||||
|
||||
### Developer Experience
|
||||
- [ ] Plugin system for custom processors
|
||||
- [ ] Marketplace for extensions
|
||||
- [ ] SDK for multiple languages (Python, JavaScript, Go)
|
||||
- [ ] Template library for common workflows
|
||||
- [ ] Video tutorials and courses
|
||||
|
||||
### Documentation
|
||||
- [x] User guide
|
||||
- [x] API documentation
|
||||
- [x] Deployment guide
|
||||
- [ ] Architecture deep-dive
|
||||
- [ ] Contributing guide enhancements
|
||||
- [ ] Video walkthroughs
|
||||
- [ ] Internationalization (i18n) of docs
|
||||
|
||||
### Community Building
|
||||
- [ ] Regular community calls
|
||||
- [ ] Bug bounty program
|
||||
- [ ] Ambassador program
|
||||
- [ ] Annual conference/meetup
|
||||
- [ ] Certification program
|
||||
|
||||
## Technology Debt
|
||||
|
||||
### Refactoring Needed
|
||||
- [ ] Migrate from PyPDF2 to pypdf (modern fork)
|
||||
- [ ] Standardize error handling across modules
|
||||
- [ ] Consolidate configuration management
|
||||
- [ ] Optimize database queries
|
||||
- [ ] Reduce code duplication in storage providers
|
||||
|
||||
### Performance Optimization
|
||||
- [ ] Profile and optimize hot paths
|
||||
- [ ] Implement lazy loading for UI
|
||||
- [ ] Add CDN for static assets
|
||||
- [ ] Optimize Docker image size
|
||||
- [ ] Database indexing strategy
|
||||
|
||||
## Deprecation Notice
|
||||
|
||||
### Planned Deprecations
|
||||
- None currently planned
|
||||
|
||||
### Migration Guides
|
||||
- Will be provided for any breaking changes
|
||||
|
||||
## How to Contribute
|
||||
|
||||
See [CONTRIBUTING.md](CONTRIBUTING.md) for detailed guidelines. Roadmap items are open for discussion and contributions!
|
||||
|
||||
### Priority Labels
|
||||
- 🔴 Critical - Security, data loss, or major bugs
|
||||
- 🟠 High - Important features or significant improvements
|
||||
- 🟡 Medium - Nice-to-have features or minor improvements
|
||||
- 🟢 Low - Future considerations or research items
|
||||
|
||||
## Feedback & Requests
|
||||
|
||||
- **GitHub Issues:** Feature requests and bug reports
|
||||
- **GitHub Discussions:** General questions and ideas
|
||||
- **Email:** [Maintainer contact from repository]
|
||||
|
||||
---
|
||||
|
||||
*This roadmap is a living document and may change based on community feedback, technical constraints, and strategic priorities.*
|
||||
@@ -0,0 +1,266 @@
|
||||
# DocuElevate TODO List
|
||||
|
||||
**Last Updated:** 2026-02-06
|
||||
**Current Version:** v0.3.2
|
||||
|
||||
This document tracks actionable tasks for the current development cycle. For long-term planning, see [ROADMAP.md](ROADMAP.md) and [MILESTONES.md](MILESTONES.md).
|
||||
|
||||
---
|
||||
|
||||
## 🔴 Critical Priority (This Week)
|
||||
|
||||
### Security
|
||||
- [x] Fix authlib vulnerability (upgrade to 1.6.5+)
|
||||
- [x] Fix starlette DoS vulnerability (upgrade to 0.49.1+)
|
||||
- [x] Improve SESSION_SECRET validation
|
||||
- [ ] Run security audit with Bandit
|
||||
- [ ] Review all direct file path operations for path traversal vulnerabilities
|
||||
- [ ] Add rate limiting middleware to API endpoints
|
||||
- [ ] Implement CSRF token for state-changing operations
|
||||
|
||||
### Testing
|
||||
- [x] Set up pytest infrastructure
|
||||
- [x] Create test fixtures and conftest.py
|
||||
- [x] Add basic API integration tests
|
||||
- [x] Add configuration validation tests
|
||||
- [ ] Add tests for file upload functionality
|
||||
- [ ] Add tests for OCR processing (mocked)
|
||||
- [ ] Add tests for metadata extraction (mocked)
|
||||
- [ ] Add tests for storage provider integrations (mocked)
|
||||
- [ ] Achieve 60% code coverage
|
||||
|
||||
---
|
||||
|
||||
## 🟠 High Priority (This Sprint - 2 Weeks)
|
||||
|
||||
### Code Quality
|
||||
- [ ] Fix all critical Flake8 violations
|
||||
- [ ] Run Black formatter on entire codebase
|
||||
- [ ] Add type hints to core modules (config.py, database.py, models.py)
|
||||
- [ ] Refactor large functions in tasks/ directory
|
||||
- [ ] Add docstrings to all public functions and classes
|
||||
- [ ] Remove unused imports and dead code
|
||||
|
||||
### CI/CD
|
||||
- [x] Enable tests in GitHub Actions
|
||||
- [x] Add coverage reporting
|
||||
- [x] Add CodeQL scanning
|
||||
- [ ] Add dependency scanning (Dependabot or similar)
|
||||
- [ ] Make linting checks blocking (once critical issues fixed)
|
||||
- [ ] Add build status badges to README.md
|
||||
|
||||
### Documentation
|
||||
- [x] Create ROADMAP.md
|
||||
- [x] Create MILESTONES.md
|
||||
- [x] Create TODO.md
|
||||
- [x] Create SECURITY_AUDIT.md
|
||||
- [ ] Create AGENTIC_CODING.md
|
||||
- [ ] Update CONTRIBUTING.md with testing guidelines
|
||||
- [ ] Add architecture diagram to docs/
|
||||
- [ ] Document all environment variables in docs/ConfigurationGuide.md
|
||||
- [ ] Add troubleshooting section for common test failures
|
||||
|
||||
---
|
||||
|
||||
## 🟡 Medium Priority (Next Month)
|
||||
|
||||
### Features
|
||||
- [ ] Implement retry logic for failed Celery tasks
|
||||
- [ ] Add pagination to file list endpoint
|
||||
- [ ] Add bulk delete functionality
|
||||
- [ ] Implement file download endpoint
|
||||
- [ ] Add document preview functionality
|
||||
- [ ] Add search/filter functionality to UI
|
||||
- [ ] Implement notification system for task completion
|
||||
- [ ] Add support for configuring custom metadata fields
|
||||
|
||||
### Refactoring
|
||||
- [ ] Consolidate storage provider code (reduce duplication)
|
||||
- [ ] Create base class for storage providers
|
||||
- [ ] Standardize error responses across all API endpoints
|
||||
- [ ] Move hardcoded strings to constants
|
||||
- [ ] Extract common validation logic into utilities
|
||||
- [ ] Optimize database queries (add indexes)
|
||||
- [ ] Reduce Docker image size
|
||||
|
||||
### Testing
|
||||
- [ ] Add end-to-end tests for complete workflows
|
||||
- [ ] Add performance tests for large file processing
|
||||
- [ ] Add tests for edge cases (empty files, corrupted PDFs, etc.)
|
||||
- [ ] Add stress tests for concurrent uploads
|
||||
- [ ] Set up test data fixtures
|
||||
- [ ] Add mock servers for external APIs
|
||||
|
||||
---
|
||||
|
||||
## 🟢 Low Priority (Backlog)
|
||||
|
||||
### Features
|
||||
- [ ] Add file versioning support
|
||||
- [ ] Implement document tagging system
|
||||
- [ ] Add custom metadata templates
|
||||
- [ ] Support for additional storage providers (Box, Mega, etc.)
|
||||
- [ ] Add support for zip file uploads
|
||||
- [ ] Implement folder organization
|
||||
- [ ] Add audit log viewer in UI
|
||||
- [ ] Support for scheduled document processing
|
||||
|
||||
### UI/UX
|
||||
- [ ] Improve mobile responsiveness
|
||||
- [ ] Add dark mode
|
||||
- [ ] Add loading spinners for async operations
|
||||
- [ ] Improve error messages for users
|
||||
- [ ] Add drag-and-drop file upload
|
||||
- [ ] Add file type icons
|
||||
- [ ] Implement toast notifications
|
||||
- [ ] Add keyboard shortcuts
|
||||
|
||||
### Developer Experience
|
||||
- [ ] Create development Docker Compose setup
|
||||
- [ ] Add hot-reload for development
|
||||
- [ ] Create seed data script for testing
|
||||
- [ ] Add debug toolbar for FastAPI
|
||||
- [ ] Create CLI tool for common operations
|
||||
- [ ] Add profiling tools
|
||||
- [ ] Create contributor onboarding guide
|
||||
|
||||
---
|
||||
|
||||
## 🐛 Known Bugs
|
||||
|
||||
### High Priority
|
||||
- [ ] Investigate session timeout issues with Authentik
|
||||
- [ ] Fix intermittent Redis connection failures
|
||||
- [ ] Handle large file uploads (>100MB) gracefully
|
||||
- [ ] Fix timezone handling in task scheduling
|
||||
|
||||
### Medium Priority
|
||||
- [ ] PDF rotation not persisting in some cases
|
||||
- [ ] Metadata extraction fails for non-English documents
|
||||
- [ ] UI refresh needed after file upload
|
||||
- [ ] Error messages not showing in UI sometimes
|
||||
|
||||
### Low Priority
|
||||
- [ ] Static files caching issues in production
|
||||
- [ ] Minor CSS alignment issues on some browsers
|
||||
- [ ] Log files growing too large over time
|
||||
|
||||
---
|
||||
|
||||
## 📚 Documentation Tasks
|
||||
|
||||
### User Documentation
|
||||
- [ ] Create video tutorial for basic usage
|
||||
- [ ] Add screenshots to all documentation pages
|
||||
- [ ] Create FAQ document
|
||||
- [ ] Write integration guides for each storage provider
|
||||
- [ ] Create quickstart guide (5 minutes to first document)
|
||||
- [ ] Document all API endpoints with examples
|
||||
- [ ] Add Postman collection
|
||||
|
||||
### Developer Documentation
|
||||
- [ ] Document project architecture
|
||||
- [ ] Create database schema diagram
|
||||
- [ ] Document Celery task flow
|
||||
- [ ] Add code comments for complex logic
|
||||
- [ ] Create API versioning strategy document
|
||||
- [ ] Document testing strategy
|
||||
- [ ] Add examples for extending the system
|
||||
|
||||
---
|
||||
|
||||
## 🔧 Technical Debt
|
||||
|
||||
### Refactoring Needed
|
||||
- [ ] Replace PyPDF2 with pypdf (modern maintained fork)
|
||||
- [ ] Migrate from string-based task names to explicit imports in Celery
|
||||
- [ ] Standardize logging format across all modules
|
||||
- [ ] Remove duplicated configuration loading code
|
||||
- [ ] Consolidate error handling patterns
|
||||
- [ ] Extract magic numbers into constants
|
||||
- [ ] Improve variable naming in legacy code sections
|
||||
|
||||
### Performance Optimization
|
||||
- [ ] Profile slow API endpoints
|
||||
- [ ] Optimize database queries (N+1 problem in file list)
|
||||
- [ ] Implement caching for frequently accessed data
|
||||
- [ ] Lazy-load heavy dependencies
|
||||
- [ ] Optimize Docker image layers
|
||||
- [ ] Reduce memory usage in OCR processing
|
||||
- [ ] Add database connection pooling
|
||||
|
||||
---
|
||||
|
||||
## 📦 Dependencies to Update
|
||||
|
||||
### Security Updates
|
||||
- [x] authlib → 1.6.5+
|
||||
- [x] starlette → 0.49.1+
|
||||
- [ ] Review all dependencies for known vulnerabilities
|
||||
- [ ] Update pinned versions in requirements.txt
|
||||
|
||||
### Regular Updates
|
||||
- [ ] fastapi → latest stable
|
||||
- [ ] celery → latest stable
|
||||
- [ ] sqlalchemy → latest stable
|
||||
- [ ] pydantic → latest stable (check for breaking changes)
|
||||
- [ ] Check all dependencies for major version updates
|
||||
|
||||
---
|
||||
|
||||
## ✅ Completed (Recent)
|
||||
|
||||
### 2026-02-06
|
||||
- [x] Created comprehensive test infrastructure
|
||||
- [x] Fixed critical security vulnerabilities
|
||||
- [x] Added security scanning workflows
|
||||
- [x] Created ROADMAP.md and MILESTONES.md
|
||||
- [x] Enhanced .gitignore for security
|
||||
- [x] Improved SESSION_SECRET handling
|
||||
- [x] Created SECURITY_AUDIT.md
|
||||
- [x] Set up pytest with coverage
|
||||
- [x] Added API and configuration tests
|
||||
- [x] Updated CI/CD workflows
|
||||
- [x] Added pre-commit hooks configuration
|
||||
- [x] Created TODO.md (this file)
|
||||
|
||||
---
|
||||
|
||||
## 📋 How to Use This TODO
|
||||
|
||||
### For Contributors
|
||||
1. Pick a task from the appropriate priority section
|
||||
2. Check if there's a related GitHub issue; if not, create one
|
||||
3. Assign yourself to the issue
|
||||
4. Move task to "In Progress" (add your name)
|
||||
5. Submit PR when complete
|
||||
6. Move task to "Completed" section with date
|
||||
|
||||
### For Maintainers
|
||||
- Review and update priorities weekly
|
||||
- Add new tasks as they're identified
|
||||
- Archive completed tasks monthly
|
||||
- Link tasks to GitHub issues/PRs
|
||||
- Update status in standups/meetings
|
||||
|
||||
### Task Status Notation
|
||||
- `[ ]` - Not started
|
||||
- `[~]` - In progress (add contributor name: `[~@username]`)
|
||||
- `[x]` - Completed
|
||||
- `[!]` - Blocked (add reason in note)
|
||||
|
||||
---
|
||||
|
||||
## 🔗 Related Documents
|
||||
|
||||
- [ROADMAP.md](ROADMAP.md) - Long-term vision and features
|
||||
- [MILESTONES.md](MILESTONES.md) - Release planning and versions
|
||||
- [CONTRIBUTING.md](CONTRIBUTING.md) - Contribution guidelines
|
||||
- [SECURITY.md](SECURITY.md) - Security policy
|
||||
- [SECURITY_AUDIT.md](SECURITY_AUDIT.md) - Security audit results
|
||||
- [GitHub Issues](https://github.com/christianlouis/DocuElevate/issues) - Bug reports and feature requests
|
||||
- [GitHub Projects](https://github.com/christianlouis/DocuElevate/projects) - Sprint boards
|
||||
|
||||
---
|
||||
|
||||
*This TODO list is reviewed and updated regularly. Last review: 2026-02-06*
|
||||
Reference in New Issue
Block a user