discovery-desktop

# Discovery Desktop Development Guide A web application for e-discovery teams to manage case vaults, upload legal documents, perform OCR, and execute semantic searches. **Live site**: https://discovery-desktop.casedev.app/ ## Architecture ``` src/ ├── app/ │ ├── api/cases/ # Case CRUD operations │ ├── cases/[caseId]/ # Case dashboard (upload, search, documents) │ └── page.tsx # Home - case listing ├── components/ │ ├── ui/ # shadcn/ui primitives │ ├── upload/ # Drag-drop upload, progress tracking │ └── search/ # Search bar, results, export └── lib/ ├── db/ # Drizzle schema, client ├── casedev/ # Case.dev API wrapper └── utils.ts # cn(), formatters ``` ## Core Workflow ``` Create Case → Upload Documents → OCR Processing → Semantic Search → Export ↓ ↓ ↓ ↓ ↓ Vault API Case.dev Upload Automatic via Natural CSV with password- bulk Case.dev API language relevance protected queries scores ``` ## Tech Stack | Layer | Technology | |-------|-----------| | Frontend | Next.js 16, React 19, Tailwind CSS | | Backend | Next.js API Routes | | Database | SQLite + Drizzle ORM | | External APIs | Case.dev (Vaults, OCR, Search, LLMs) | | Deployment | Orbit / Node.js compatible | ## Case.dev API Integration All document processing uses Case.dev APIs. See [references/casedev-api.md](references/casedev-api.md) for detailed patterns. ### Authentication ```typescript // lib/casedev/client.ts pattern const CASEDEV_API_KEY = process.env.CASEDEV_API_KEY; headers: { 'Authorization': `Bearer ${CASEDEV_API_KEY}`, 'Content-Type': 'application/json' } ``` ### Key Operations | Operation | Purpose | |-----------|---------| | Vault Management | Create password-protected storage per case | | Document Upload | Send files (PDF, DOC, images) for OCR | | OCR Status | Poll for processing completion | | Semantic Search | Natural language queries with relevance scores | ## Database Operations SQLite with Drizzle ORM. See [references/database-schema.md](references/database-schema.md) for complete schema. ### Commands ```bash npm run db:generate # Generate migrations from schema changes npm run db:push # Push schema to database (dev) npm run db:studio # Open Drizzle Studio GUI ``` ### Core Tables - **cases**: id, name, description, passwordHash, vaultId, createdAt - **documents**: id, caseId, filename, status, casedevDocId, ocrText ## Development ### Setup ```bash npm install cp .env.example .env.local # Add CASEDEV_API_KEY to .env.local npm run db:push npm run dev ``` ### Environment ``` CASEDEV_API_KEY=sk_case_... # Required - get from app.case.dev ``` ### Build & Deploy ```bash npm run build npm start ``` ## Common Tasks ### Adding a New API Route ```typescript // src/app/api/cases/[caseId]/newfeature/route.ts import { NextRequest, NextResponse } from 'next/server'; import { db } from '@/lib/db'; export async function POST( request: NextRequest, { params }: { params: { caseId: string } } ) { // Implementation } ``` ### Extending Database Schema 1. Modify `src/lib/db/schema.ts` 2. Run `npm run db:generate` 3. Run `npm run db:push` ### Adding Case.dev Integration See [references/casedev-api.md](references/casedev-api.md) for endpoint patterns, error handling, and rate limits. ## E-Discovery Context See [references/ediscovery-glossary.md](references/ediscovery-glossary.md) for legal terminology. **Key concepts**: Discovery, document production, privilege review, relevance scoring, ESI (electronically stored information). ## Supported File Formats | Type | Formats | |------|---------| | Documents | PDF, DOC, DOCX, TXT | | Images | JPG, JPEG, PNG, TIFF | | Bulk | Hundreds of files per upload session | ## Troubleshooting | Issue | Solution | |-------|----------| | OCR stuck | Check Case.dev status, verify file format | | No search results | Confirm OCR complete, check vault_id | | Auth errors | Verify CASEDEV_API_KEY | | Migration fails | Check schema syntax, use `db:push` for dev |