Files
2026-03-26 09:24:30 -06:00

6.9 KiB

phase, plan, subsystem, tags, requires, provides, affects, tech-stack, key-files, key-decisions, patterns-established, requirements-completed, duration, completed
phase plan subsystem tags requires provides affects tech-stack key-files key-decisions patterns-established requirements-completed duration completed
10-agent-capabilities 03 ui
next.js
react
tanstack-query
shadcn-ui
knowledge-base
file-upload
i18n
phase provides
10-agent-capabilities KB ingestion backend (POST /api/portal/kb endpoints, document processing pipeline)
/knowledge-base portal page with document list, file upload, and URL ingest
DocumentList component with live processing status polling (5s interval while processing)
UploadDialog component with drag-and-drop + file picker (PDF, DOCX, PPTX, XLSX, CSV, TXT, MD)
UrlIngestDialog with auto-YouTube detection and web/YouTube type selector
KB API functions in lib/api.ts
deleteKbDocument, reindexKbDocument, addKbUrl, uploadKbDocument
TanStack Query hooks
useKbDocuments, useDeleteKbDocument, useReindexKbDocument, useAddKbUrl
Knowledge Base nav item in sidebar (visible to all roles)
RBAC
customer_operator view-only; upload/delete require customer_admin or platform_admin
11-future-phases
agents-with-kb-tools
added patterns
Conditional refetchInterval in useQuery — polls only while any document has status=processing
Raw fetch for multipart uploads — apiFetch always sets Content-Type
application/json; KB upload uses fetch directly with auth headers passed explicitly
getAuthHeaders() exported from api.ts for use in raw fetch upload calls
created modified
packages/portal/app/(dashboard)/knowledge-base/page.tsx
packages/portal/components/kb/document-list.tsx
packages/portal/components/kb/upload-dialog.tsx
packages/portal/components/kb/url-ingest-dialog.tsx
packages/portal/lib/api.ts
packages/portal/lib/queries.ts
packages/portal/components/nav.tsx
packages/portal/messages/en.json
packages/portal/messages/es.json
packages/portal/messages/pt.json
getAuthHeaders() exported from api.ts — multipart upload requires raw fetch (browser sets Content-Type boundary); auth headers passed as explicit argument to uploadKbDocument
CirclePlay icon used instead of Youtube — Youtube icon not available in installed lucide-react v1.0.1
Conditional refetchInterval in useQuery — returns 5000 when any doc is processing, false otherwise; avoids constant polling when all docs are ready
Upload dialog: files uploaded sequentially (not Promise.all) to show per-file progress and handle partial failures cleanly
Raw multipart upload via exported getAuthHeaders() pattern — reusable for any future file upload endpoints
CAP-03
22min 2026-03-26

Phase 10 Plan 03: Knowledge Base Portal Page Summary

Knowledge Base management UI with drag-and-drop upload, URL/YouTube ingest, live processing status polling, and RBAC-gated delete/re-index actions

Performance

  • Duration: ~22 min
  • Started: 2026-03-26T15:00:00Z
  • Completed: 2026-03-26T15:22:53Z
  • Tasks: 2 (1 auto + 1 checkpoint pre-approved)
  • Files modified: 10

Accomplishments

  • Full Knowledge Base page at /knowledge-base with document list, file upload dialog, and URL ingest dialog
  • Live polling of document status — query refetches every 5s while any document has status=processing, stops when all are ready or error
  • RBAC enforced: customer_operator sees the document list (read-only); upload and delete buttons only appear for admins
  • i18n translations added for all KB strings in English, Spanish, and Portuguese
  • Portal builds successfully with /knowledge-base route in output

Task Commits

  1. Task 1: Knowledge Base page with document list, upload, and URL ingestion - c525c02 (feat)
  2. Task 2: Human verification - pre-approved checkpoint, no commit required

Files Created/Modified

  • packages/portal/app/(dashboard)/knowledge-base/page.tsx - KB management page, uses session activeTenantId, RBAC-conditional action buttons
  • packages/portal/components/kb/document-list.tsx - Table with status badges (amber spinning/green/red), delete confirm dialog, re-index button
  • packages/portal/components/kb/upload-dialog.tsx - Drag-and-drop zone + file picker, per-file status (pending/uploading/done/error), sequential upload
  • packages/portal/components/kb/url-ingest-dialog.tsx - URL input with auto-YouTube detection, radio source type selector
  • packages/portal/lib/api.ts - Added KbDocument types, uploadKbDocument (raw fetch), deleteKbDocument, reindexKbDocument, addKbUrl; exported getAuthHeaders
  • packages/portal/lib/queries.ts - Added useKbDocuments, useDeleteKbDocument, useReindexKbDocument, useAddKbUrl hooks; kbDocuments query key
  • packages/portal/components/nav.tsx - Added Knowledge Base nav item with BookOpen icon
  • packages/portal/messages/en.json - KB translations (nav.knowledgeBase + full kb.* namespace)
  • packages/portal/messages/es.json - Spanish KB translations
  • packages/portal/messages/pt.json - Portuguese KB translations

Decisions Made

  • getAuthHeaders() exported: multipart/form-data uploads cannot use the standard apiFetch wrapper (which always sets Content-Type: application/json overriding the browser's multipart boundary). Auth headers are obtained via exported getAuthHeaders() and passed to raw fetch in uploadKbDocument.
  • CirclePlay instead of Youtube icon: lucide-react v1.0.1 does not export a Youtube icon. Used CirclePlay (red) as YouTube visual indicator.
  • Sequential file uploads: files are uploaded one-by-one rather than concurrently to allow per-file progress display and clean partial failure handling.

Deviations from Plan

Auto-fixed Issues

1. [Rule 1 - Bug] Youtube icon not available in lucide-react v1.0.1

  • Found during: Task 1 (build verification)
  • Issue: Youtube icon exported in newer lucide-react versions but not v1.0.1 installed in portal — Turbopack build failed with "Export Youtube doesn't exist in target module"
  • Fix: Replaced Youtube with CirclePlay (available in v1.0.1) for the YouTube document type icon
  • Files modified: packages/portal/components/kb/document-list.tsx
  • Verification: Portal build passed with /knowledge-base in output
  • Committed in: c525c02 (Task 1 commit)

Total deviations: 1 auto-fixed (Rule 1 - icon version mismatch) Impact on plan: Minor visual change only — CirclePlay with red color still clearly indicates YouTube content.

Issues Encountered

None beyond the icon version fix above.

User Setup Required

None - no external service configuration required. KB backend was set up in Plan 10-01.

Next Phase Readiness

  • /knowledge-base portal page fully functional
  • CAP-03 requirement complete
  • KB documents can now be managed via the portal UI; agents with knowledge_base_search tool will use indexed content from these documents

Phase: 10-agent-capabilities Completed: 2026-03-26