Full DMS: folders + ACLs, versioning, trash, bulk ops, preview, smart folders
Rebuild the dashboard as a Drive-style document management system on top of the existing CaveauAI hybrid RAG pipeline. Backend: - 5 migrations (versions, trash soft-delete, saved searches, categories, audit) - DMS helpers (folder ACL walker, disk storage, audit, version snapshot, XLSX/PPTX/HTML/CSV/MD extractors) - New APIs: folders, document-versions, trash, bulk, preview, saved-searches, categories, diagnostics - Extended APIs: documents (folder_id, soft-delete, ACL filter, sort), upload (9 file types, version-collision detection with replace/new/keep-both, disk persistence), chat-stream (folder scoping + graph related-documents) - 30-day trash purge cron with Qdrant + disk + graph cleanup Frontend: - Drive-style two-pane browser with folder tree, drag-drop, bulk-action bar, right-click context menu, multi-select - New pages: folders (tree + per-folder ACL editor), trash (restore/purge) - Extended pages: upload (folder picker, version-collision modal, 9 file type chips), document (Preview/Versions/Permissions tabs with PDF.js + mammoth.js + audio), index (DMS KPIs + activity feed), settings (live diagnostics ping MariaDB/Qdrant/LiteLLM/FalkorDB/disk), chat (folder scope chips + related-authorities chips) - New CSS (dms.css) + JS bundle (dms.js) exposing window.DBN_DMS - Sidebar nav adds Folders + Trash items All routes return HTTP 200 in local smoke test; all 32 files lint clean. 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
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-- DBN DMS migration 001 — document versioning
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-- Adds client_document_versions table + current_version/storage_path columns on client_documents.
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-- Safe to re-run: uses IF NOT EXISTS / INFORMATION_SCHEMA guards.
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CREATE TABLE IF NOT EXISTS client_document_versions (
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id INT UNSIGNED AUTO_INCREMENT PRIMARY KEY,
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document_id INT UNSIGNED NOT NULL,
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client_id INT UNSIGNED NOT NULL,
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version_number INT UNSIGNED NOT NULL,
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title VARCHAR(500) NOT NULL,
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content LONGTEXT NOT NULL,
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file_size_bytes INT UNSIGNED DEFAULT 0,
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original_filename VARCHAR(255) NULL,
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storage_path VARCHAR(500) NULL,
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word_count INT UNSIGNED DEFAULT 0,
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uploaded_by INT UNSIGNED NULL,
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notes VARCHAR(500) NULL,
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created_at DATETIME NOT NULL DEFAULT CURRENT_TIMESTAMP,
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UNIQUE KEY uq_doc_ver (document_id, version_number),
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KEY idx_client (client_id),
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KEY idx_uploaded_by (uploaded_by),
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CONSTRAINT fk_cdv_doc FOREIGN KEY (document_id) REFERENCES client_documents(id) ON DELETE CASCADE,
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CONSTRAINT fk_cdv_client FOREIGN KEY (client_id) REFERENCES clients(id) ON DELETE CASCADE
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) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4
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COMMENT='Per-document version history. Latest = client_documents.current_version.';
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-- current_version column (guarded against re-run)
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SET @col_exists := (
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SELECT COUNT(*) FROM INFORMATION_SCHEMA.COLUMNS
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WHERE TABLE_SCHEMA = DATABASE()
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AND TABLE_NAME = 'client_documents'
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AND COLUMN_NAME = 'current_version'
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);
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SET @sql := IF(@col_exists = 0,
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'ALTER TABLE client_documents ADD COLUMN current_version INT UNSIGNED NOT NULL DEFAULT 1 AFTER chunk_count',
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'SELECT 1');
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PREPARE stmt FROM @sql; EXECUTE stmt; DEALLOCATE PREPARE stmt;
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-- storage_path column (guarded)
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SET @col_exists := (
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SELECT COUNT(*) FROM INFORMATION_SCHEMA.COLUMNS
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WHERE TABLE_SCHEMA = DATABASE()
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AND TABLE_NAME = 'client_documents'
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AND COLUMN_NAME = 'storage_path'
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);
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SET @sql := IF(@col_exists = 0,
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'ALTER TABLE client_documents ADD COLUMN storage_path VARCHAR(500) NULL AFTER original_filename',
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'SELECT 1');
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PREPARE stmt FROM @sql; EXECUTE stmt; DEALLOCATE PREPARE stmt;
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@@ -0,0 +1,34 @@
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-- DBN DMS migration 002 — soft-delete trash
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-- Adds deleted_at / deleted_by columns to client_documents and client_folders.
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-- client_documents.deleted_at
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SET @col_exists := (
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SELECT COUNT(*) FROM INFORMATION_SCHEMA.COLUMNS
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WHERE TABLE_SCHEMA = DATABASE()
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AND TABLE_NAME = 'client_documents' AND COLUMN_NAME = 'deleted_at'
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);
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SET @sql := IF(@col_exists = 0,
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'ALTER TABLE client_documents
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ADD COLUMN deleted_at DATETIME NULL AFTER updated_at,
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ADD COLUMN deleted_by INT UNSIGNED NULL AFTER deleted_at,
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ADD KEY idx_deleted (deleted_at)',
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'SELECT 1');
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PREPARE stmt FROM @sql; EXECUTE stmt; DEALLOCATE PREPARE stmt;
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-- client_folders.deleted_at (folders table may not exist if migration 119 hasn't run; guard table too)
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SET @tbl_exists := (
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SELECT COUNT(*) FROM INFORMATION_SCHEMA.TABLES
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WHERE TABLE_SCHEMA = DATABASE() AND TABLE_NAME = 'client_folders'
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);
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SET @col_exists := IF(@tbl_exists = 0, 1,
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(SELECT COUNT(*) FROM INFORMATION_SCHEMA.COLUMNS
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WHERE TABLE_SCHEMA = DATABASE()
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AND TABLE_NAME = 'client_folders' AND COLUMN_NAME = 'deleted_at')
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);
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SET @sql := IF(@tbl_exists = 1 AND @col_exists = 0,
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'ALTER TABLE client_folders
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ADD COLUMN deleted_at DATETIME NULL,
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ADD COLUMN deleted_by INT UNSIGNED NULL,
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ADD KEY idx_deleted (deleted_at)',
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'SELECT 1');
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PREPARE stmt FROM @sql; EXECUTE stmt; DEALLOCATE PREPARE stmt;
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@@ -0,0 +1,20 @@
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-- DBN DMS migration 003 — saved searches / smart folders
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CREATE TABLE IF NOT EXISTS client_saved_searches (
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id INT UNSIGNED AUTO_INCREMENT PRIMARY KEY,
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client_id INT UNSIGNED NOT NULL,
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user_id INT UNSIGNED NOT NULL,
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name VARCHAR(120) NOT NULL,
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icon VARCHAR(40) NULL,
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color VARCHAR(7) NULL,
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query_json JSON NOT NULL COMMENT '{q, category, tags[], folder_id, source_type, status, include_subfolders}',
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is_shared TINYINT(1) NOT NULL DEFAULT 0,
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sort_order SMALLINT NOT NULL DEFAULT 0,
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created_at DATETIME NOT NULL DEFAULT CURRENT_TIMESTAMP,
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updated_at DATETIME NOT NULL DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP,
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KEY idx_client_user (client_id, user_id),
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KEY idx_shared (client_id, is_shared),
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CONSTRAINT fk_css_client FOREIGN KEY (client_id) REFERENCES clients(id) ON DELETE CASCADE,
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CONSTRAINT fk_css_user FOREIGN KEY (user_id) REFERENCES client_users(id) ON DELETE CASCADE
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) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4
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COMMENT='Persisted filter sets ("smart folders"). is_shared=1 = visible to whole tenant.';
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@@ -0,0 +1,19 @@
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-- DBN DMS migration 004 — tenant-managed categories
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-- client_documents.category continues to store the slug as VARCHAR (back-compat).
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-- This table just describes display metadata + lets tenants curate the list.
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CREATE TABLE IF NOT EXISTS client_categories (
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id INT UNSIGNED AUTO_INCREMENT PRIMARY KEY,
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client_id INT UNSIGNED NOT NULL,
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slug VARCHAR(50) NOT NULL,
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label VARCHAR(100) NOT NULL,
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color VARCHAR(7) NULL,
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icon VARCHAR(40) NULL,
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sort_order SMALLINT NOT NULL DEFAULT 0,
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is_system TINYINT(1) NOT NULL DEFAULT 0 COMMENT '1 = seeded default, cannot be deleted',
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created_at DATETIME NOT NULL DEFAULT CURRENT_TIMESTAMP,
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UNIQUE KEY uq_client_slug (client_id, slug),
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KEY idx_client (client_id),
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CONSTRAINT fk_cc_client FOREIGN KEY (client_id) REFERENCES clients(id) ON DELETE CASCADE
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) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4
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COMMENT='Per-tenant category dictionary. Slug is the value used in client_documents.category.';
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@@ -0,0 +1,19 @@
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-- DBN DMS migration 005 — audit log
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-- Powers the "Recent activity" widget on the dashboard overview.
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CREATE TABLE IF NOT EXISTS client_document_audit (
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id BIGINT UNSIGNED AUTO_INCREMENT PRIMARY KEY,
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client_id INT UNSIGNED NOT NULL,
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user_id INT UNSIGNED NULL,
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document_id INT UNSIGNED NULL,
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folder_id INT UNSIGNED NULL,
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action VARCHAR(40) NOT NULL
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COMMENT 'upload|view|edit|move|rename|version|delete|restore|share|download|search|chat|category|tag',
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details JSON NULL,
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ip_addr VARCHAR(45) NULL,
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created_at DATETIME NOT NULL DEFAULT CURRENT_TIMESTAMP,
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KEY idx_client_time (client_id, created_at),
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KEY idx_doc (document_id),
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KEY idx_user_time (user_id, created_at)
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) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4
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COMMENT='Append-only audit trail for DMS activity. Document/folder FKs intentionally not enforced — keep history after deletes.';
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