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Document Management

Document Storage Architecture

The platform implements a hybrid document storage system:

Storage Components

  • IPFS Integration: Content-addressable storage for document immutability
  • Cloudflare R2: S3-compatible cloud storage for redundancy and performance
  • Database Metadata: Structured metadata in PostgreSQL for efficient querying

Document Security

  • Encryption: All documents are encrypted with unique keys before storage
  • Access Control: Fine-grained permissions for document access
  • Audit Trail: Complete history of document access and modifications

Document Workflows

The platform supports comprehensive document management workflows:

Document Lifecycle

  1. Creation/Upload:

    • Secure document upload with client-side validation
    • Format verification and virus scanning
    • Automatic metadata extraction
  2. Processing:

    • Document classification using AI algorithms
    • Text extraction for searchable content
    • Version control and change tracking
  3. Storage:

    • Content-addressed storage via IPFS
    • Redundant cloud storage with Cloudflare R2
    • Metadata indexing in PostgreSQL
  4. Retrieval:

    • Efficient content addressing via IPFS CIDs
    • Fallback to cloud storage when needed
    • Role-based access restrictions

Technical Implementation

Document Storage Flow

+----------------+     +------------------+     +----------------+
| User Interface |---->| Backend Services |---->| Storage System |
+----------------+ +------------------+ +----------------+
| | |
v v v
+----------------+ +------------------+ +----------------+
| Upload & Format| | Encryption & | | IPFS & R2 |
| Validation | | Processing | | Storage |
+----------------+ +------------------+ +----------------+

Retrieval Optimizations

  • Caching Strategy: Frequently accessed documents are cached
  • Progressive Loading: Large documents use chunked loading
  • Parallel Requests: Multiple storage backends are queried in parallel

Search Capabilities

  • Full-text Search: Indexed document content for text searches
  • Metadata Filtering: Advanced filtering based on document attributes
  • Access-aware Results: Search results filtered by user permissions