Document Management
Centralized document vault with lifecycle tracking: Draft → Active → Archived / Retention Hold / Pending Destruction → Destroyed. Auto-numbered documents (DOC-YYYY-NNNNNN) support version control with immutable version history. Full-text search uses PostgreSQL tsvector with weighted indexing. Categories form a hierarchical tree (recursive CTE) with retention overrides inheritable from parent categories. State-specific retention schedules ship for Illinois and Minnesota with legal citations, covering triggers like creation date, last modified, closure, superseded, and custom dates. A daily cron sweep at 6 AM checks retention eligibility. The destruction workflow requires Request → Approve/Deny → Execute → Destroyed with metadata snapshots preserved for audit. The AI reference library chunks documents and embeds them via Gemini (768-dimension vectors) for semantic search with pgvector cosine similarity.
Key Capabilities
- Document lifecycle: draft → active → archived → retention hold → destroyed
- Full-text search with PostgreSQL tsvector weighted indexing
- State-specific retention schedules for Illinois and Minnesota with legal citations
- Daily retention eligibility sweep with destruction approval workflow
- AI reference library with Gemini embeddings and pgvector semantic search
- Hierarchical categories with inheritable retention overrides
See Document Management in action
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