PSA/ee/docs/plans/2026-02-27-documents-system-improvements/SCRATCHPAD.md

Scratchpad — Documents System Improvements

• Plan slug: 2026-02-27-documents-system-improvements
• Created: 2026-02-27

What This Is

Rolling notes for the 5-phase documents system overhaul: entity-scoped folders, visibility controls, folder templates, client portal documents hub, share URLs, and knowledge base foundation.

Decisions

• (2026-02-27) KB articles ARE documents — kb_articles table extends documents via FK, not a parallel entity. Articles inherit versioning, block content, associations, tags, previews for free.
• (2026-02-27) Lazy folder initialization — Entity folders created on first document-tab access, not on entity creation. Avoids empty folder bloat.
• (2026-02-27) is_client_visible defaults to false — Existing documents remain invisible to client portal until explicitly toggled. Safe default.
• (2026-02-27) Inline ticket doc display keeps current behavior — Ticket docs shown on ticket detail regardless of is_client_visible. The flag only governs the Documents Hub.
• (2026-02-27) Share URLs proxy through server (not direct S3 presigned URLs) to maintain access logging and download counting.
• (2026-02-27) Public share URLs are feasible — ee/server/src/lib/storage/s3-client.ts already has getPresignedGetUrl/getPresignedPutUrl working for bundles/exports.
• (2026-02-27) Dual KB pattern — Internal (technicians) vs external (clients) KB with strict audience separation via audience column, following IT Glue/Hudu best practices.

Discoveries / Constraints

• (2026-02-27) document_folders table has NO RLS policies — needs adding in Phase 1.

• (2026-02-27) document_folders unique constraint is (tenant, folder_path) — must be widened to include entity scope.

• (2026-02-27) Tag system already supports 'knowledge_base_article' as TaggedEntityType in shared/interfaces/tag.interfaces.ts.

• (2026-02-27) Standard reference data seed (server/seeds/dev/78_standard_reference_data.cjs) already has "Knowledge Base" category with subcategories: FAQs, Self-Service Articles, Troubleshooting Guides.

• (2026-02-27) Client portal currently shows documents ONLY embedded in tickets (getClientTicketDocuments) and project tasks (getClientTaskDocuments). No standalone Documents page.

• (2026-02-27) Client portal nav is in packages/client-portal/src/components/layout/ClientPortalLayout.tsx.

• (2026-02-27) documentActions.ts is ~2900 lines — be careful with merge conflicts.

• (2026-02-27) Inline Citus distribution pattern — New tables use distributeIfCitus(knex, tableName) helper defined inline in each migration file. Called right after createTable. No separate ee/server/migrations/citus/ files needed. Reference: server/migrations/20260219000001_create_sla_policies.cjs. No triggers allowed (Citus constraint).

• (2026-02-27) MinIO buckets already have public download access configured in docker-compose test setup.

• (2026-02-27) document_associations entity_type CHECK constraint has been expanded multiple times via migrations — any new entity types need a migration to update the CHECK.

• (2026-02-27) Test infrastructure: Vitest (not Jest) for unit + integration tests, Playwright for e2e. Three tiers:

  • Tier 1 (Unit): Pure functions + mocked server actions via vi.mock(). Fast, no infra needed.
  • Tier 2 (Component): @vitest-environment jsdom + @testing-library/react. All server calls mocked.
  • Tier 3 (Integration): Real Postgres via TestContext + createTestDbConnection(). Drops/recreates test DB.
  • Tier 4 (E2E): Playwright + real browser + real app. Existing document e2e tests: document-crud-operations.playwright.test.ts, document-entity-associations.playwright.test.ts, document-permissions.playwright.test.ts.

• (2026-02-27) Vitest config: server/vitest.config.ts has ~50 path aliases. Global setup mocks UI reflection + auth + translations.

• (2026-02-27) Test helpers: server/test-utils/testContext.ts (TestContext), server/test-utils/dbConfig.ts (createTestDbConnection), ee/server/src/__tests__/utils/test-context-e2e.ts (E2ETestContext).

• (2026-02-28) packages/documents local Vitest config only includes tests/**/*.test.ts; component tests under packages/documents/src/components/*.test.tsx are exercised via server/vitest.config.ts path aliases.

Commands / Runbooks

• Run CE migrations: cd server && npx knex migrate:latest
• Run EE/Citus migrations: cd ee/server && npx knex migrate:latest
• Run document tests: npx jest --testPathPattern=document

Links / References

• Existing roadmap: .ai/documentation_improvements/documents-system-roadmap.md
• Implementation plan: .ai/documentation_improvements/documents-improvements-plan.md
• Key source files:
  • packages/documents/src/actions/documentActions.ts — core CRUD (~2900 lines)
  • packages/documents/src/components/Documents.tsx — main UI (folder mode + entity mode)
  • packages/documents/src/components/FolderTreeView.tsx — folder tree
  • packages/types/src/interfaces/document.interface.ts — type defs
  • packages/client-portal/src/components/layout/ClientPortalLayout.tsx — portal nav
  • packages/client-portal/src/actions/client-portal-actions/client-tickets.ts — getClientTicketDocuments
  • server/src/lib/utils/documentPermissionUtils.ts — permission utils
  • server/src/app/api/documents/view/[fileId]/route.ts — file serving + permissions
  • ee/server/src/lib/storage/s3-client.ts — presigned URL support
  • shared/interfaces/tag.interfaces.ts — tag types (already has knowledge_base_article)
  • server/seeds/dev/78_standard_reference_data.cjs — KB categories already seeded

Open Questions

• Should the client portal Documents page be behind a feature flag initially?
• Should folder templates be seeded with defaults (e.g., "MSP Client Default") or start empty?
• For KB articles, should audience = 'public' articles be accessible without any login at all (fully public)?

Work Log

• (2026-02-28) F094–F104 implemented: Phase 5 knowledge base UI components:
  • F094: KBArticleList component with filterable article table (status, audience, type, search), pagination, bulk selection, archive/edit/publish actions.
  • F095: KBArticleEditor component wrapping DocumentEditor with KB metadata sidebar (title, slug, type, audience, category, review cycle).
  • F096: KBPublishingControls component for status transitions (Draft→Review→Published→Archived).
  • F097: KBReviewDashboard component showing articles awaiting review and overdue reviews.
  • F098: KBCategoryTree component for category navigation (reuses standard_categories).
  • F099: KBStalenessBadge component showing overdue/due soon review status.
  • F100: ClientKBPage component for client portal KB browsing with category sidebar, search, article cards.
  • F101: ClientKBArticleView component with read-only article rendering and "Was this helpful?" feedback buttons.
  • F102: KB section added to MSP navigation in menuConfig.ts with /msp/knowledge-base route.
  • F103: KB link added to client portal navigation in ClientPortalLayout.tsx with /client-portal/knowledge-base route.
  • F104: Article tagging integration via TagManager in KBArticleEditor, tag filter in KBArticleFilters, tagIds filter support in getArticles() query.
• (2026-02-28) F076–F093 implemented: Phase 5 knowledge base foundation (backend):
  • F076: Migration 20260228300000_create_kb_articles_table.cjs with slug, article_type, audience, status, review cycle, view/feedback counts, category.
  • F077: Migration 20260228301000_create_kb_article_relations_table.cjs for related/prerequisite/supersedes relationships.
  • F078: Migration 20260228302000_create_kb_article_templates_table.cjs with BlockNote JSON template data.
  • F079: Migration 20260228303000_create_kb_article_reviewers_table.cjs with review status tracking.
  • F080: Migration 20260228304000_add_phase5_kb_tables_rls_policies.cjs with tenant isolation on all KB tables.
  • F081-F093: KB article actions in packages/documents/src/actions/kbArticleActions.ts: createArticle(), updateArticle(), publishArticle(), archiveArticle(), submitForReview(), completeReview(), getArticles(), getArticle(), getStaleArticles(), recordArticleView(), recordArticleFeedback(), getArticleTemplates(), createArticleFromTicket().
• (2026-02-28) F056–F074 implemented: Phase 4 shareable document URLs:
  • F056: Migration 20260228200000_create_document_share_links_table.cjs with token, share_type, password_hash, expiry, max_downloads, download_count, revocation tracking.
  • F057: Migration 20260228201000_create_document_share_access_log_table.cjs with access logging (IP, user agent, access type, success/failure).
  • F058: Migration 20260228202000_add_phase4_document_share_tables_rls_policies.cjs with tenant isolation policies.
  • F059-F062: Share link actions in packages/documents/src/actions/shareLinkActions.ts: createShareLink() with 256-bit token generation and bcrypt password hashing, getShareLinksForDocument(), revokeShareLink(), validateShareToken() using admin connection.
  • F063-F068: API route server/src/app/api/share/[token]/route.ts handles file download with password verification, portal auth check, access logging, download count increment, expiry/limit enforcement.
  • F067: API route server/src/app/api/share/[token]/info/route.ts returns document metadata without download.
  • F069-F070: Public share landing page at server/src/app/share/[token]/page.tsx with password input, download button, expiry/limit status.
  • F071-F072: ShareLinkDialog component for creating/managing share links with type selector, password input, expiry picker, max downloads, copy URL, revoke actions.
  • F073: Added onShare prop and Share button to DocumentListView actions column.
  • F074: Added documentsWithShareLinks prop and Link2 indicator icon next to document names.
• (2026-02-28) F038–F040 implemented: Phase 2 folder template management UI:
  • F038: FolderTemplateList component in packages/documents/src/components/settings/ with templates grouped by entity type, default badges, set-default action, delete with confirmation, and edit callbacks.
  • F039: FolderTemplateEditor component with drag-and-drop folder reordering, add/remove folders at any depth, client visibility toggles per folder, save/cancel workflow.
  • F040: DocumentTemplatesSettings wraps list and editor with create/edit mode switching. Integrated into SettingsPage.tsx as "Document Templates" tab, added to menuConfig.ts under Work Management section.
  • Components exported via packages/documents/src/components/settings/index.ts and re-exported from main packages/documents/src/components/index.ts.
• (2026-02-28) F049–F054 implemented: Phase 3 client portal documents UI:
  • F049: New client portal documents page at /client-portal/documents (server/src/app/client-portal/documents/page.tsx).
  • F050: 'Documents' nav link added to ClientPortalLayout.tsx between Projects and Appointments.
  • F051: ClientDocumentsPage component with collapsible folder tree sidebar and responsive document grid.
  • F052: FolderTreeNode (read-only folder tree for portal) embedded in ClientDocumentsPage.
  • F053: DocumentCard component (view/download only, no edit/delete) with MIME type icons.
  • F054: Search filter in ClientDocumentsPage, folder path filtering, pagination controls.
  • Component exported via packages/client-portal/src/components/index.ts.
• (2026-02-28) F043–F048, F055 implemented: Phase 3 client portal document actions and API access:
  • F043: getClientDocuments(page, limit, filters) in packages/client-portal/src/actions/client-portal-actions/client-documents.ts with pagination, search, folder, and date filters. Aggregates documents across direct client associations, tickets, project tasks, and contracts.
  • F044: getClientDocumentFolders() returns folder tree of client-visible folders.
  • F045: downloadClientDocument(documentId) verifies is_client_visible and client ownership before allowing download.
  • F046: All client-documents actions wrapped in withAuth() enforcing user_type === 'client'.
  • F047: File view route extended to check is_client_visible for client users (Documents Hub access).
  • F048: File view route extended to support contract-associated document access via billing_plans.company_id check.
  • F055: Ticket inline documents bypass is_client_visible check (per PRD FR-3.10).
• (2026-02-28) F041 implemented: Updated packages/documents/src/components/Documents.tsx to call ensureEntityFolders(entityId, entityType) on mount when in entity mode (fire-and-forget, silent failure). This completes the lazy folder initialization integration so templates are applied on first Documents tab access.
• (2026-02-28) F031–F037 implemented: Phase 2 folder template actions completed:
  • F031: updateFolderTemplate(templateId, data) with partial updates (name/entityType/isDefault/items independently), default-template handoff, and atomic item replacement.
  • F032: deleteFolderTemplate(templateId) with document:delete permission enforcement and FK CASCADE cleanup.
  • F033: setDefaultTemplate(templateId) to mark template as default, unsetting previous default for same entity type.
  • F034: applyTemplateToEntity(templateId, entityId, entityType) to create entity-scoped folders from template items with idempotent skip of existing paths.
  • F035 & F036: ensureEntityFolders(entityId, entityType) now checks document_entity_folder_init tracker, applies default template on first access, and records initialization. Idempotent on subsequent calls.
  • F037: uploadDocument() now auto-files into first matching entity folder when folder_path not set and entity context exists (best-effort, never fails upload).
• (2026-03-01) F030 implemented: Added createFolderTemplate(data) to packages/documents/src/actions/folderTemplateActions.ts with document:create permission enforcement, input normalization (name, entityType, item paths), duplicate/parent-path validation, transactional template+item insertion, parent-child ID mapping via path depth sort, and default-template handoff (unset existing defaults for same entity type when creating isDefault=true).
• (2026-03-01) F029 implemented: Extended packages/documents/src/actions/folderTemplateActions.ts with getFolderTemplate(templateId) to fetch a tenant-scoped template plus ordered document_folder_template_items, returning null when not found and enforcing document:read permission + required templateId validation.
• (2026-03-01) F028 implemented: Added packages/documents/src/actions/folderTemplateActions.ts with getFolderTemplates(entityType?) (auth-wrapped, document:read permission gate, tenant-scoped query against document_folder_templates, optional entity_type filter, deterministic ordering by entity type/default/name). Exported via packages/documents/src/actions/index.ts.
• (2026-03-01) F027 implemented: Added migration server/migrations/20260301100000_add_phase2_document_template_tables_rls_policies.cjs to enable tenant RLS on document_folder_templates, document_folder_template_items, and document_entity_folder_init, creating idempotent tenant_isolation_policy (USING) and tenant_isolation_insert_policy (FOR INSERT WITH CHECK) per table with reversible down migration that drops policies and disables RLS.
• (2026-03-01) F026 implemented: Added migration server/migrations/20260228103000_add_document_folder_templates_default_partial_unique_index.cjs to enforce one default folder template per tenant + entity type via partial unique index uq_doc_folder_templates_default_per_entity_type on (tenant, entity_type) WHERE is_default = true, with idempotent table/column guards and reversible down migration.
• (2026-03-01) F025 implemented: Added migration server/migrations/20260228102000_create_document_entity_folder_init_table.cjs to create document_entity_folder_init with tenant-scoped composite PK (tenant, entity_folder_init_id), entity-scope uniqueness (tenant, entity_type, entity_id) for one-time initialization tracking, optional initialized_from_template_id FK, supporting indexes, and inline distributeIfCitus(knex, 'document_entity_folder_init').
• (2026-03-01) F024 implemented: Added migration server/migrations/20260228101000_create_document_folder_template_items_table.cjs to create document_folder_template_items with tenant-scoped composite PK (tenant, template_item_id), template + parent item FKs (cascade delete), folder path uniqueness per template, per-item visibility + sort order metadata, supporting indexes, and inline distributeIfCitus(knex, 'document_folder_template_items').
• (2026-03-01) F023 implemented: Added migration server/migrations/20260228100000_create_document_folder_templates_table.cjs to create document_folder_templates with tenant-scoped composite PK (tenant, template_id), name, entity_type, is_default, audit columns, supporting indexes/uniqueness, and inline distributeIfCitus(knex, 'document_folder_templates').
• (2026-02-28) F021 implemented: Updated packages/documents/src/actions/documentActions.ts so getFolderTree() selects folder visibility metadata from explicit document_folders rows and threads it through buildFolderTreeFromPaths; updated packages/documents/src/components/FolderTreeView.tsx to render MSP-only disabled visibility indicators per folder via showVisibilityIndicators; wired showVisibilityIndicators from both FolderTreeView usages in packages/documents/src/components/Documents.tsx; added focused coverage in packages/documents/src/components/FolderTreeView.visibility.test.tsx.
• (2026-02-28) F020 implemented: Updated packages/documents/src/components/DocumentStorageCard.tsx to support MSP-only visibility controls (showVisibilityControls, onToggleVisibility, isVisibilityUpdating) with client/internal badge + VisibilityToggle; wired card-mode usage in packages/documents/src/components/Documents.tsx to hide controls for client users by checking getCurrentUser().user_type; added focused coverage in packages/documents/src/components/DocumentStorageCard.visibility.test.tsx.
• (2026-02-28) F019 implemented: Updated packages/documents/src/components/DocumentListView.tsx to render an MSP-only visibility column with client/internal badge and VisibilityToggle, added optimistic per-row toggle wiring in packages/documents/src/components/Documents.tsx via toggleDocumentVisibility, and added focused coverage in packages/documents/src/components/DocumentListView.visibility.test.tsx (visible in MSP context, hidden otherwise, disabled while updating).
• (2026-02-28) F018 implemented: Added packages/documents/src/components/VisibilityToggle.tsx (eye/eye-off icon toggle with accessible labels/pressed state), exported it from packages/documents/src/components/index.ts, and added focused component tests in packages/documents/src/components/VisibilityToggle.test.tsx.
• (2026-02-28) F017 implemented: Updated packages/documents/src/components/FolderTreeView.tsx to accept optional entityId/entityType props and load scoped trees via getFolderTree(entityId ?? null, entityType ?? null); wired these props from both folder-mode and entity-mode FolderTreeView usages in packages/documents/src/components/Documents.tsx.
• (2026-02-28) F016 implemented: Updated packages/documents/src/components/Documents.tsx entity-mode layout to include FolderTreeView sidebar (collapsible, mirrored from folder mode) and added entity-mode folder-path filtering for documentsToDisplay so folder selection affects visible docs.
• (2026-02-28) F015 implemented: Added ensureEntityFolders(entityId, entityType) Phase 1 stub to packages/documents/src/actions/documentActions.ts; enforces document:read permission, validates both entity scope inputs are present, and returns empty IFolderNode[] pending Phase 2 template/init implementation.
• (2026-02-28) F014 implemented: Added toggleFolderVisibility(folderId, isClientVisible, cascade?) to packages/documents/src/actions/documentActions.ts with document:update permission enforcement, tenant-scoped folder update, optional cascade to folder/subfolder documents, and entity-aware cascade filtering (whereExists for scoped folders, whereNotExists for global-only folders).
• (2026-02-28) F013 implemented: Added toggleDocumentVisibility(documentIds, isClientVisible) to packages/documents/src/actions/documentActions.ts with document:update permission enforcement, tenant-scoped bulk UPDATE on documents.is_client_visible, empty-input no-op behavior (0), and updated updated_at stamping for modified rows.
• (2026-02-28) F010 implemented: Updated packages/documents/src/actions/documentActions.ts so getFolderTree() now treats no entity scope as global-only mode. Explicit folders are constrained to entity_id IS NULL AND entity_type IS NULL, and implicit/count queries exclude any documents with associations so entity-linked docs/folders do not leak into tenant-global tree results.
• (2026-02-28) F009 implemented: Updated packages/documents/src/actions/documentActions.ts so getFolderTree() now accepts optional entityId/entityType. When both are provided, explicit folders are filtered by document_folders.entity_id/entity_type, implicit folders are filtered via document_associations existence for the same entity scope, and folder counts are enriched using the same entity-scoped association constraint. This keeps tenant/global behavior unchanged while enabling entity-scoped folder trees for Phase 1.
• (2026-02-28) F008 implemented: Updated packages/types/src/interfaces/document.interface.ts to add IDocumentFolder (including entity_id, entity_type, is_client_visible) and expanded IFolderNode with optional entity_id, entity_type, and is_client_visible fields so folder action/UI contracts can carry Phase 1 entity scope + visibility metadata.
• (2026-02-27) F007 implemented: Updated packages/types/src/interfaces/document.interface.ts to add optional is_client_visible to IDocument, aligning shared type contracts with Phase 1 visibility schema changes and preventing type drift in actions/UI consuming document records.
• (2026-02-27) F001 implemented: Added migration server/migrations/20260227170000_add_entity_scope_to_document_folders.cjs to add nullable entity_id (uuid) and entity_type (text) columns to document_folders with idempotent checks and inline distributeIfCitus(knex, 'document_folders') call.
• (2026-02-27) F002 implemented: Added migration server/migrations/20260227171000_expand_document_folder_uniqueness_to_entity_scope.cjs to replace (tenant, folder_path) uniqueness with COALESCE-based entity-scoped uniqueness on (tenant, folder_path, COALESCE(entity_id), COALESCE(entity_type)), preserving global-folder behavior when entity scope is null.
• (2026-02-27) F003 implemented: Added migration server/migrations/20260227172000_add_is_client_visible_to_documents.cjs to add documents.is_client_visible as non-null boolean defaulting to false, with idempotent guards in both up and down.
• (2026-02-27) F004 implemented: Added migration server/migrations/20260227173000_add_is_client_visible_to_document_folders.cjs to add document_folders.is_client_visible as non-null boolean defaulting to false, with idempotent guards in both up and down.
• (2026-02-27) F005 implemented: Added migration server/migrations/20260227174000_add_document_folders_rls_policies.cjs to enable RLS on document_folders and enforce tenant isolation via tenant_isolation_policy (USING) and tenant_isolation_insert_policy (FOR INSERT WITH CHECK), with idempotent DROP POLICY IF EXISTS guards and reversible down migration.
• (2026-02-27) F006 implemented: Added migration server/migrations/20260227175000_add_documents_client_visibility_partial_index.cjs to create partial index idx_documents_tenant_client_visible_true on documents(tenant, is_client_visible) with predicate WHERE is_client_visible = true, guarded by idempotent table/column existence checks and reversible DROP INDEX IF EXISTS in down.

Recent Validation

• (2026-03-01) E2E tests implemented (T020, T042-T045): Created server/src/test/e2e/document-system.playwright.test.ts with Playwright E2E tests for:
  • T020: Ticket detail page inline documents section shows all attached documents regardless of is_client_visible flag
  • T042: Create entity-scoped folders for client, upload document, toggle visibility, verify client portal Documents hub
  • T043: Generate public share link, open in incognito browser, verify download without auth
  • T044: Create KB article, publish with audience='client', verify client portal KB section with feedback buttons
  • T045: Configure folder template as default, open new client Documents tab, verify folders auto-created
• (2026-03-01) Integration tests implemented (T001-T006, T009-T013, T015-T019, T022-T028, T031-T039): Created integration test files:
  • server/src/test/integration/documentEntityFolders.integration.test.ts (T001-T006)
  • server/src/test/integration/documentFolderTemplates.integration.test.ts (T009-T013)
  • server/src/test/integration/clientPortalDocuments.integration.test.ts (T015-T019)
  • server/src/test/integration/documentShareLinks.integration.test.ts (T022-T028)
  • server/src/test/integration/kbArticles.integration.test.ts (T031-T039)
• (2026-02-28) Component tests implemented (T007, T008, T014, T021, T029, T030, T040, T041):
  • T007: Documents.drawer.test.tsx - "renders FolderTreeView sidebar in entity mode" (already existed)
  • T008: DocumentListView.visibility.test.tsx and VisibilityToggle.test.tsx (already existed)
  • T014: FolderTemplateEditor.test.tsx - template name, entity type, folder tree, visibility toggles
  • T021: ClientDocumentsPage.test.tsx - folder tree, document cards, search filter, view/download only
  • T029: ShareLinkDialog.test.tsx - share type selector, password input, expiry picker, existing links with copy/revoke
  • T030: page.test.tsx (share/[token]) - document info, download button, password input, expiry/limit messages
  • T040: KBArticleEditor.test.tsx - metadata sidebar, DocumentEditor wrapper, tags, statistics
  • T041: KBPublishingControls.test.tsx - status transitions (draft→review→published→archived)
• (2026-03-01) Ran focused unit coverage for template create/list/detail actions: cd server && npx vitest run src/test/unit/documentFolderTemplateActions.test.ts --config vitest.config.ts (pass, 10 tests).
• (2026-03-01) Ran focused unit coverage for template list/detail actions: cd server && npx vitest run src/test/unit/documentFolderTemplateActions.test.ts --config vitest.config.ts (pass, 7 tests).
• (2026-03-01) Ran focused unit coverage for template-list action: cd server && npx vitest run src/test/unit/documentFolderTemplateActions.test.ts --config vitest.config.ts (pass, 3 tests).
• (2026-03-01) Verified migration module exports load: node -e "const m=require('./server/migrations/20260301100000_add_phase2_document_template_tables_rls_policies.cjs'); console.log(typeof m.up, typeof m.down);" → function function.
• (2026-03-01) Verified migration module exports load: node -e "const m=require('./server/migrations/20260228103000_add_document_folder_templates_default_partial_unique_index.cjs'); console.log(typeof m.up, typeof m.down);" → function function.
• (2026-03-01) Verified migration module exports load: node -e "const m=require('./server/migrations/20260228102000_create_document_entity_folder_init_table.cjs'); console.log(typeof m.up, typeof m.down);" → function function.
• (2026-03-01) Verified migration module exports load: node -e "const m=require('./server/migrations/20260228101000_create_document_folder_template_items_table.cjs'); console.log(typeof m.up, typeof m.down);" → function function.
• (2026-03-01) Verified migration module exports load: node -e "const m=require('./server/migrations/20260228100000_create_document_folder_templates_table.cjs'); console.log(typeof m.up, typeof m.down);" → function function.
• (2026-02-28) Ran focused folder visibility indicator component tests: cd server && npx vitest run ../packages/documents/src/components/FolderTreeView.visibility.test.tsx --config vitest.config.ts (pass, 2 tests).
• (2026-02-28) Ran focused visibility component tests for list + card views: cd server && npx vitest run ../packages/documents/src/components/DocumentStorageCard.visibility.test.tsx ../packages/documents/src/components/DocumentListView.visibility.test.tsx --config vitest.config.ts (pass, 6 tests).
• (2026-02-28) Ran focused DocumentListView + VisibilityToggle component tests: cd server && npx vitest run ../packages/documents/src/components/DocumentListView.visibility.test.tsx ../packages/documents/src/components/VisibilityToggle.test.tsx --config vitest.config.ts (pass, 6 tests).
• (2026-02-28) Ran focused visibility toggle component tests: cd server && npx vitest run ../packages/documents/src/components/VisibilityToggle.test.tsx --config vitest.config.ts (pass, 3 tests).
• (2026-02-28) Re-ran focused entity-mode sidebar component test with entity scope prop assertions: cd server && npx vitest run ../packages/documents/src/components/Documents.drawer.test.tsx -t "renders FolderTreeView sidebar in entity mode" --config vitest.config.ts (pass, 1 test).
• (2026-02-28) Ran focused entity-mode sidebar component test: cd server && npx vitest run ../packages/documents/src/components/Documents.drawer.test.tsx -t "renders FolderTreeView sidebar in entity mode" --config vitest.config.ts (pass, 1 test).
• (2026-02-28) Re-ran folder operations unit suite after adding ensureEntityFolders stub coverage: cd server && npx vitest run src/test/unit/documentFolderOperations.test.ts --config vitest.config.ts (pass, 41/41).
• (2026-02-28) Ran folder operations unit suite after adding folder visibility toggle unit coverage: cd server && npx vitest run src/test/unit/documentFolderOperations.test.ts --config vitest.config.ts (pass, 38/38).
• (2026-02-28) Ran folder operations unit suite after adding bulk visibility toggle: cd server && npx vitest run src/test/unit/documentFolderOperations.test.ts --config vitest.config.ts (pass, 33/33).
• (2026-02-28) Re-ran unit tests for folder operations after global-only folder filtering updates: cd server && npx vitest run src/test/unit/documentFolderOperations.test.ts --config vitest.config.ts (pass, 30/30).
• (2026-02-28) Ran unit tests for folder operations: cd server && npx vitest run src/test/unit/documentFolderOperations.test.ts --config vitest.config.ts (pass, 30/30).
• (2026-02-28) Built types package successfully: npx nx build @alga-psa/types.
• (2026-02-27) Verified migration module exports load: node -e "const m=require('./server/migrations/20260227174000_add_document_folders_rls_policies.cjs'); console.log(typeof m.up, typeof m.down);" → function function.
• (2026-02-27) Verified migration module exports load: node -e "const m=require('./server/migrations/20260227175000_add_documents_client_visibility_partial_index.cjs'); console.log(typeof m.up, typeof m.down);" → function function.