familienarchiv/CLAUDE.md

# CLAUDE.md

This file provides guidance to Claude Code (claude.ai/code) when working with code in this repository.

## Project Overview

**Familienarchiv** is a family document archival system — a full-stack web app for digitizing, organizing, and searching family documents. Key features: file uploads (stored in MinIO/S3), metadata management, Excel/ODS batch import, full-text search, conversation threads between family members, and role-based access control.

## Collaboration

See [COLLABORATING.md](./COLLABORATING.md) for the full rules: issue tracking workflow, commit message conventions, and the Research → Plan → Implement → Validate cycle.

See [CODESTYLE.md](./CODESTYLE.md) for coding standards: Clean Code, DRY/KISS trade-offs (KISS wins), and SOLID principles applied to this stack.

---

## Stack

- **Backend**: Spring Boot 4.0 (Java 21, Maven, Jetty, JPA/Hibernate, Flyway, Spring Security, Spring Session JDBC)
- **Frontend**: SvelteKit 2 with Svelte 5, TypeScript, Tailwind CSS 4, Paraglide.js (i18n: de/en/es)
- **Database**: PostgreSQL 16
- **Object Storage**: MinIO (S3-compatible)
- **Infrastructure**: Docker Compose

## Common Commands

### Running the Full Stack
```bash
# From repo root — starts PostgreSQL, MinIO, and Spring Boot backend
docker-compose up -d
```

### Backend (Spring Boot)
```bash
cd backend

./mvnw spring-boot:run          # Run locally
./mvnw clean package            # Build JAR (with tests)
./mvnw clean package -DskipTests
./mvnw test                     # Run all tests
./mvnw test -Dtest=ClassName    # Run a single test class
```

### Frontend (SvelteKit)
```bash
cd frontend

npm install
npm run dev         # Dev server (port 3000)
npm run build       # Production build
npm run preview     # Preview production build

npm run lint        # Prettier + ESLint check
npm run format      # Auto-fix formatting
npm run check       # svelte-check (type checking)
npm run test        # Vitest unit tests
npm run generate:api  # Regenerate TypeScript API types from OpenAPI spec
                      # (requires backend running with --spring.profiles.active=dev)
```

---

## Backend Architecture

### Package Structure

```
backend/src/main/java/org/raddatz/familienarchiv/
├── controller/     REST endpoints — thin, delegate everything to services
├── service/        Business logic — the only place that touches repositories
├── repository/     Spring Data JPA interfaces
├── model/          JPA entities
├── dto/            Input objects (request bodies/form data)
├── exception/      DomainException + ErrorCode enum
├── security/       SecurityConfig, Permission enum, @RequirePermission, PermissionAspect
└── config/         MinioConfig, AsyncConfig
```

### Layering Rules (strictly enforced)

```
Controller → Service → Repository → DB
```

- **Controllers** never inject or call repositories directly.
- **Services** never reach into another domain's repository. Call the other domain's service instead.
  - ✅ `DocumentService` → `PersonService.getById()` → `PersonRepository`
  - ❌ `DocumentService` → `PersonRepository` directly
- This keeps domain boundaries clear and business logic testable in isolation.

### Domain Model

| Entity | Table | Key relationships |
|---|---|---|
| `Document` | `documents` | ManyToOne `sender` (Person), ManyToMany `receivers` (Person), ManyToMany `tags` (Tag) |
| `Person` | `persons` | Referenced by documents as sender/receiver |
| `Tag` | `tag` | ManyToMany with documents via `document_tags` |
| `AppUser` | `app_users` | ManyToMany `groups` (UserGroup) |
| `UserGroup` | `user_groups` | Has a `Set<String> permissions` |

**`DocumentStatus` lifecycle:** `PLACEHOLDER → UPLOADED → TRANSCRIBED → REVIEWED → ARCHIVED`

- `PLACEHOLDER`: created during Excel import, no file yet
- `UPLOADED`: file has been stored in S3

### Entity Code Style

All entities use these Lombok annotations:
```java
@Entity
@Table(name = "table_name")
@Data
@NoArgsConstructor
@AllArgsConstructor
@Builder
public class MyEntity {
    @Id
    @GeneratedValue(strategy = GenerationType.UUID)
    @Schema(requiredMode = Schema.RequiredMode.REQUIRED)  // marks field as required in OpenAPI spec
    private UUID id;
    // ...
}
```

- `@Schema(requiredMode = REQUIRED)` must be added to every field the backend always populates (id, non-null fields). This drives the TypeScript type generation.
- Collections use `@Builder.Default` with `new HashSet<>()` as the default.
- Timestamps use `@CreationTimestamp` / `@UpdateTimestamp`.

### Services

Services are annotated with `@Service`, `@RequiredArgsConstructor`, and optionally `@Slf4j`.

- Write methods are annotated `@Transactional`.
- Read methods are not annotated (default non-transactional is fine).
- Each service owns its domain's repository. Cross-domain data access goes through the other domain's service.

**Existing services:**

| Service | Responsibility |
|---|---|
| `DocumentService` | Document CRUD, search, tag cascade delete |
| `PersonService` | Person CRUD, find-or-create by alias |
| `TagService` | Tag find/create/update/delete |
| `UserService` | User and group CRUD |
| `FileService` | S3/MinIO upload and download |
| `MassImportService` | Async ODS/Excel import; delegates to PersonService and TagService |
| `ExcelService` | Lower-level spreadsheet parsing |

### DTOs

Input DTOs live in `dto/`. Response types are the model entities themselves (no response DTOs).

- `DocumentUpdateDTO` — used for both create and update (all fields optional)
- `CreateUserRequest` — user creation
- `GroupDTO` — group create/update

### Error Handling

Use `DomainException` for all domain errors. Never throw raw exceptions from service methods.

```java
// Static factories match common HTTP status codes:
DomainException.notFound(ErrorCode.DOCUMENT_NOT_FOUND, "Document not found: " + id)
DomainException.forbidden("Access denied")
DomainException.conflict(ErrorCode.IMPORT_ALREADY_RUNNING, "Already running")
DomainException.internal(ErrorCode.FILE_UPLOAD_FAILED, "Upload failed: " + e.getMessage())
```

`ErrorCode` is an enum in `exception/ErrorCode.java`. When adding a new error case, add the value there **and** mirror it in the frontend's `src/lib/errors.ts` + add a Paraglide translation key.

For simple validation in controllers (not domain logic), `ResponseStatusException` is acceptable:
```java
throw new ResponseStatusException(HttpStatus.BAD_REQUEST, "firstName is required");
```

### Security / Permissions

Use `@RequirePermission` on controller methods (or the whole controller class):

```java
@RequirePermission(Permission.WRITE_ALL)
public Document updateDocument(...) { ... }
```

Available permissions: `READ_ALL`, `WRITE_ALL`, `ADMIN`, `ADMIN_USER`, `ADMIN_TAG`, `ADMIN_PERMISSION`

`PermissionAspect` (AOP) checks the current user's `UserGroup.permissions` at runtime.

### OpenAPI / API Types

SpringDoc generates the spec at `/v3/api-docs` (only accessible when running with `--spring.profiles.active=dev`).

When changing any model field or endpoint:
1. Rebuild the backend JAR with `-DskipTests`
2. Start it with `--spring.profiles.active=dev`
3. Run `npm run generate:api` in `frontend/`

---

## Frontend Architecture

### Route Structure

```
frontend/src/routes/
├── +layout.svelte          Global header (sticky), nav links, logout
├── +layout.server.ts       Loads current user, injects auth cookie
├── +page.svelte            Home / document search
├── +page.server.ts         Load: search documents; no actions
├── documents/
│   ├── [id]/+page.svelte   Document detail (view + file preview)
│   └── [id]/edit/          Edit form (all metadata + file upload)
│   └── new/                Create form (same fields, empty)
├── persons/
│   ├── +page.svelte        Person list with search
│   ├── [id]/+page.svelte   Person detail (inline edit + merge)
│   └── new/                Create person form
├── conversations/          Bilateral conversation timeline
├── admin/                  User + group + tag management
└── login/ logout/          Auth pages
```

### API Client Pattern

All server-side API calls use the typed client from `$lib/api.server.ts`:

```typescript
const api = createApiClient(fetch);
const result = await api.GET('/api/persons/{id}', { params: { path: { id } } });

// Always check via response.ok, NOT result.error
if (!result.response.ok) {
    const code = (result.error as unknown as { code?: string })?.code;
    throw error(result.response.status, getErrorMessage(code));
}
return { person: result.data! };
```

Key rules:
- Use `!result.response.ok` for error checking (not `if (result.error)` — this breaks when the spec has no error responses defined)
- Cast errors as `result.error as unknown as { code?: string }` to extract the backend error code
- Use `result.data!` (non-null assertion) after an ok check — TypeScript knows it's present

For multipart/form-data endpoints (file uploads), bypass the typed client and use raw `fetch`:
```typescript
const res = await fetch(`${baseUrl}/api/documents`, { method: 'POST', body: formData });
```

### Form Actions Pattern

```typescript
// +page.server.ts
export const actions = {
    default: async ({ request, fetch }) => {
        const formData = await request.formData();
        const name = formData.get('name') as string;  // cast needed — FormData returns FormDataEntryValue
        // ...
        return fail(400, { error: 'message' });  // on error
        throw redirect(303, '/target');           // on success
    }
};
```

### Date Handling

- **Forms**: German format `dd.mm.yyyy` with auto-dot insertion via `handleDateInput()`. A hidden `<input type="hidden" name="documentDate" value={dateIso}>` sends ISO format to the backend.
- **Display**: Always use `Intl.DateTimeFormat` with `T12:00:00` suffix to prevent UTC timezone off-by-one:
  ```typescript
  new Intl.DateTimeFormat('de-DE', { day: 'numeric', month: 'long', year: 'numeric' })
      .format(new Date(doc.documentDate + 'T12:00:00'))
  ```

### UI Component Library

Custom components in `src/lib/components/`:

| Component | Props | Description |
|---|---|---|
| `PersonTypeahead` | `name`, `label`, `value`, `initialName`, `on:change` | Single-person selector with typeahead dropdown |
| `PersonMultiSelect` | `selectedPersons` (bind) | Chip-based multi-person selector |
| `TagInput` | `tags` (bind), `allowCreation?`, `on:change` | Tag chip input with typeahead |

### Styling Conventions (Tailwind CSS 4)

Brand color utilities (defined in `layout.css`):

| Class | Value | Usage |
|---|---|---|
| `brand-navy` | `#002850` | Primary text, buttons, headers |
| `brand-mint` | `#A6DAD8` | Accents, hover underlines, icons |
| `brand-sand` | `#E4E2D7` | Page background, card borders |

Typography:
- `font-serif` (Merriweather) — body text, document titles, names
- `font-sans` (Montserrat) — labels, metadata, UI chrome

Card pattern for content sections:
```svelte
<div class="bg-white shadow-sm border border-brand-sand rounded-sm p-6">
    <h2 class="text-xs font-bold uppercase tracking-widest text-gray-400 mb-5">Section Title</h2>
    <!-- content -->
</div>
```

Save bar pattern — use **sticky full-bleed** for long forms (edit document), **card-style with `mt-4`** for short forms (new person):
```svelte
<!-- Long forms: sticky, full-bleed -->
<div class="sticky bottom-0 z-10 -mx-4 px-6 py-4 bg-white border-t border-brand-sand shadow-[0_-2px_8px_rgba(0,0,0,0.06)] flex items-center justify-between">

<!-- Short forms: card, top margin -->
<div class="mt-4 flex items-center justify-between rounded-sm border border-brand-sand bg-white px-6 py-4 shadow-sm">
```

Back link pattern:
```svelte
<a href="/persons" class="inline-flex items-center text-xs font-bold uppercase tracking-widest text-gray-500 hover:text-brand-navy transition-colors group mb-4">
    <svg class="w-4 h-4 mr-2 transform group-hover:-translate-x-1 transition-transform" .../>
    Zurück zur Übersicht
</a>
```

Subtle action link (e.g. "new document/person"):
```svelte
<a href="/documents/new" class="inline-flex items-center gap-1 text-sm font-medium text-brand-navy/60 hover:text-brand-navy transition-colors">
    <svg class="w-4 h-4" ...><!-- plus icon --></svg>
    Neues Dokument
</a>
```

### Error Handling (Frontend)

`src/lib/errors.ts` mirrors the backend `ErrorCode` enum and maps codes to Paraglide translation keys. When adding a new `ErrorCode` on the backend:
1. Add it to `ErrorCode.java`
2. Add it to the `ErrorCode` type in `errors.ts`
3. Add a `case` in `getErrorMessage()`
4. Add the translation key in `messages/de.json`, `en.json`, `es.json`

---

## Infrastructure

The `docker-compose.yml` at the repo root orchestrates everything. A MinIO MC helper container runs at startup to create the `archive-documents` bucket. The backend container depends on both `db` and `minio` being healthy.

Database migrations live in `backend/src/main/resources/db/migration/` (Flyway, SQL files named `V{n}__{description}.sql`).

## API Testing

HTTP test files are in `backend/api_tests/` for use with the VS Code REST Client extension.

## Dev Container

A `.devcontainer/` config is available (Java 21 + Node 24, ports 8080 and 3000 forwarded). Use VS Code's "Reopen in Container" for a pre-configured environment.