Add document storage (local filesystem) + fix dashboard outstanding KPI

- Local file storage via STORAGE_PATH env var (replaces DO Spaces)
- POST/GET/DELETE /api/cases/:caseId/documents + GET /api/documents/:docId/download
- useDocuments hook + upload/list/download/delete UI in CaseDetailPage
- GET /api/invoices/summary — live SUM of sent+overdue invoices
- Dashboard outstanding KPI wired to real DB value
- api.upload() for FormData, formatBytes() utility

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

.env.example

@@ -22,13 +22,11 @@ DATABASE_URL=postgresql://doadmin:password@db-postgresql-nyc1-xxxxx.b.db.ondigit
 DATABASE_CA_CERT_PATH=./certs/do-ca.crt
 
 # ─────────────────────────────────────────────
-# DigitalOcean Spaces (S3-compatible)
+# Local file storage
+# Absolute path where uploaded documents are stored (outside web root).
+# Production example: /var/www/vhosts/elegalsoftware.com/storage
 # ─────────────────────────────────────────────
-SPACES_ENDPOINT=https://nyc3.digitaloceanspaces.com
+STORAGE_PATH=./storage
-SPACES_REGION=nyc3
-SPACES_BUCKET=lawdesk-uploads
-SPACES_ACCESS_KEY=
-SPACES_SECRET_KEY=
 
 # ─────────────────────────────────────────────
 # Email (Resend)

.gitignore

@@ -24,3 +24,4 @@ Thumbs.db
 tmp/restart.txt
 logs/
 uploads/
+storage/

apps/api/src/env.ts

@@ -19,6 +19,7 @@ const envSchema = z.object({
   WEB_DIST_PATH: z.string().optional(),
   SUPERADMIN_EMAILS: z.string().optional().default(''),
   SENTRY_DSN_API: z.string().optional().default(''),
+  STORAGE_PATH: z.string().min(1).default('./storage'),
   RESEND_API_KEY: z.string().optional().default(''),
   EMAIL_FROM: z.string().optional().default('eLegal Software <noreply@elegalsoftware.com>'),
   STRIPE_SECRET_KEY: z.string().optional().default(''),

apps/api/src/lib/storage.ts

@@ -0,0 +1,29 @@
+import fs from 'node:fs';
+import path from 'node:path';
+import { env } from '../env';
+
+function root(): string {
+  return path.resolve(env.STORAGE_PATH);
+}
+
+function resolve(key: string): string {
+  const abs = path.resolve(root(), key);
+  if (!abs.startsWith(root() + path.sep) && abs !== root()) {
+    throw new Error('invalid_storage_key');
+  }
+  return abs;
+}
+
+export async function saveFile(key: string, data: Buffer): Promise<void> {
+  const dest = resolve(key);
+  await fs.promises.mkdir(path.dirname(dest), { recursive: true });
+  await fs.promises.writeFile(dest, data);
+}
+
+export async function deleteFile(key: string): Promise<void> {
+  await fs.promises.unlink(resolve(key));
+}
+
+export function createReadStream(key: string): fs.ReadStream {
+  return fs.createReadStream(resolve(key));
+}

apps/api/src/routes/documents.ts

@@ -0,0 +1,134 @@
+import path from 'node:path';
+import { randomUUID } from 'node:crypto';
+import type { FastifyInstance } from 'fastify';
+import { z } from 'zod';
+import { and, desc, eq } from 'drizzle-orm';
+import { getDb, documents, cases } from '@lawdesk/db';
+import { saveFile, deleteFile, createReadStream } from '../lib/storage';
+
+const ALLOWED_MIME = new Set([
+  'application/pdf',
+  'application/msword',
+  'application/vnd.openxmlformats-officedocument.wordprocessingml.document',
+  'application/vnd.ms-excel',
+  'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet',
+  'text/plain',
+  'image/jpeg',
+  'image/png',
+  'image/webp',
+]);
+
+const MAX_BYTES = 50 * 1024 * 1024; // 50 MB
+
+export async function documentsRoutes(app: FastifyInstance) {
+  app.addHook('preHandler', app.requireFirm);
+
+  // ── List documents for a case ──────────────────────────────────────────────
+  app.get('/api/cases/:caseId/documents', async (req, reply) => {
+    const firmId = req.user!.firmId!;
+    const caseId = z.string().uuid().parse((req.params as { caseId: string }).caseId);
+    const db = getDb();
+
+    const [c] = await db.select({ id: cases.id }).from(cases)
+      .where(and(eq(cases.id, caseId), eq(cases.firmId, firmId))).limit(1);
+    if (!c) return reply.code(404).send({ error: 'not_found' });
+
+    const rows = await db
+      .select({
+        id: documents.id,
+        name: documents.name,
+        mimeType: documents.mimeType,
+        sizeBytes: documents.sizeBytes,
+        createdAt: documents.createdAt,
+      })
+      .from(documents)
+      .where(and(eq(documents.caseId, caseId), eq(documents.firmId, firmId)))
+      .orderBy(desc(documents.createdAt));
+
+    return rows;
+  });
+
+  // ── Upload a document ──────────────────────────────────────────────────────
+  app.post('/api/cases/:caseId/documents', async (req, reply) => {
+    const firmId = req.user!.firmId!;
+    const userId = req.user!.id;
+    const caseId = z.string().uuid().parse((req.params as { caseId: string }).caseId);
+    const db = getDb();
+
+    const [c] = await db.select({ id: cases.id }).from(cases)
+      .where(and(eq(cases.id, caseId), eq(cases.firmId, firmId))).limit(1);
+    if (!c) return reply.code(404).send({ error: 'not_found' });
+
+    const data = await req.file({ limits: { fileSize: MAX_BYTES } });
+    if (!data) return reply.code(400).send({ error: 'no_file' });
+    if (!ALLOWED_MIME.has(data.mimetype)) {
+      return reply.code(400).send({ error: 'invalid_file_type' });
+    }
+
+    const buf = await data.toBuffer();
+    const docId = randomUUID();
+    const ext = path.extname(data.filename);
+    const storageKey = `${firmId}/${caseId}/${docId}${ext}`;
+
+    await saveFile(storageKey, buf);
+
+    const [doc] = await db.insert(documents).values({
+      id: docId,
+      firmId,
+      caseId,
+      uploadedBy: userId,
+      name: data.filename,
+      storageKey,
+      mimeType: data.mimetype,
+      sizeBytes: buf.length,
+    }).returning();
+
+    return reply.code(201).send({
+      id: doc.id,
+      name: doc.name,
+      mimeType: doc.mimeType,
+      sizeBytes: doc.sizeBytes,
+      createdAt: doc.createdAt,
+    });
+  });
+
+  // ── Download a document ────────────────────────────────────────────────────
+  app.get('/api/documents/:docId/download', async (req, reply) => {
+    const firmId = req.user!.firmId!;
+    const docId = z.string().uuid().parse((req.params as { docId: string }).docId);
+    const db = getDb();
+
+    const [doc] = await db.select().from(documents)
+      .where(and(eq(documents.id, docId), eq(documents.firmId, firmId))).limit(1);
+    if (!doc) return reply.code(404).send({ error: 'not_found' });
+
+    const stream = createReadStream(doc.storageKey);
+    return reply
+      .header('Content-Type', doc.mimeType)
+      .header('Content-Disposition', `attachment; filename="${encodeURIComponent(doc.name)}"`)
+      .header('Content-Length', String(doc.sizeBytes))
+      .send(stream);
+  });
+
+  // ── Delete a document ──────────────────────────────────────────────────────
+  app.delete('/api/documents/:docId', async (req, reply) => {
+    const firmId = req.user!.firmId!;
+    const docId = z.string().uuid().parse((req.params as { docId: string }).docId);
+    const db = getDb();
+
+    const [doc] = await db.select().from(documents)
+      .where(and(eq(documents.id, docId), eq(documents.firmId, firmId))).limit(1);
+    if (!doc) return reply.code(404).send({ error: 'not_found' });
+
+    await db.delete(documents).where(eq(documents.id, docId));
+
+    try {
+      await deleteFile(doc.storageKey);
+    } catch (err) {
+      // DB row is already gone — log but don't fail the request.
+      req.log.warn({ err, storageKey: doc.storageKey }, 'orphaned file after delete');
+    }
+
+    return reply.code(204).send();
+  });
+}

apps/api/src/routes/invoices.ts

@@ -115,6 +115,16 @@ export async function invoicesRoutes(app: FastifyInstance) {
     return { items: rows, total: count?.total ?? 0 };
   });
 
+  // Summary — outstanding total across sent + overdue invoices
+  app.get('/api/invoices/summary', async (req) => {
+    const firmId = req.user!.firmId!;
+    const [row] = await getDb()
+      .select({ outstanding: sql<string>`COALESCE(SUM(${invoices.total}), 0)` })
+      .from(invoices)
+      .where(and(eq(invoices.firmId, firmId), inArray(invoices.status, ['sent', 'overdue'])));
+    return { outstanding: row?.outstanding ?? '0' };
+  });
+
   // Get with items
   app.get('/api/invoices/:id', async (req, reply) => {
     const firmId = req.user!.firmId!;

apps/api/src/server.ts

@@ -7,6 +7,7 @@ import cookie from '@fastify/cookie';
 import helmet from '@fastify/helmet';
 import rateLimit from '@fastify/rate-limit';
 import staticPlugin from '@fastify/static';
+import multipart from '@fastify/multipart';
 import { env, isProd } from './env';
 import { initSentry, captureError } from './lib/sentry';
 import { authPlugin } from './auth/plugin';
@@ -22,6 +23,7 @@ import { adminRoutes } from './routes/admin';
 import { accountRoutes } from './routes/account';
 import { toolUsageRoutes } from './routes/tool-usage';
 import { billingRoutes } from './routes/billing';
+import { documentsRoutes } from './routes/documents';
 import { stripeWebhookRoute } from './routes/webhooks-stripe';
 
 const __filename = fileURLToPath(import.meta.url);
@@ -82,6 +84,8 @@ export async function buildServer() {
     secret: env.SESSION_SECRET,
   });
 
+  await app.register(multipart);
+
   // Global rate limit floor — per-route limits override below.
   await app.register(rateLimit, {
     global: true,
@@ -108,6 +112,7 @@ export async function buildServer() {
   await app.register(accountRoutes);
   await app.register(toolUsageRoutes);
   await app.register(billingRoutes);
+  await app.register(documentsRoutes);
 
   // Serve the built SPA in production. In dev, the Vite dev server runs separately.
   const webDist = env.WEB_DIST_PATH ?? path.resolve(__dirname, '../../web/dist');

apps/web/src/hooks/useDocuments.ts

@@ -0,0 +1,40 @@
+import { useMutation, useQuery, useQueryClient } from '@tanstack/react-query';
+import { api, type ApiError } from '@/lib/api';
+
+export interface Document {
+  id: string;
+  name: string;
+  mimeType: string;
+  sizeBytes: number;
+  createdAt: string;
+}
+
+const KEY = (caseId: string) => ['documents', caseId] as const;
+
+export function useDocuments(caseId: string | undefined) {
+  return useQuery<Document[]>({
+    queryKey: caseId ? KEY(caseId) : ['documents', 'noop'],
+    queryFn: () => api.get(`/api/cases/${caseId}/documents`),
+    enabled: !!caseId,
+  });
+}
+
+export function useUploadDocument(caseId: string) {
+  const qc = useQueryClient();
+  return useMutation<Document, ApiError, File>({
+    mutationFn: (file) => {
+      const form = new FormData();
+      form.append('file', file);
+      return api.upload(`/api/cases/${caseId}/documents`, form);
+    },
+    onSuccess: () => qc.invalidateQueries({ queryKey: KEY(caseId) }),
+  });
+}
+
+export function useDeleteDocument(caseId: string) {
+  const qc = useQueryClient();
+  return useMutation<void, ApiError, string>({
+    mutationFn: (docId) => api.delete(`/api/documents/${docId}`),
+    onSuccess: () => qc.invalidateQueries({ queryKey: KEY(caseId) }),
+  });
+}

apps/web/src/hooks/useInvoices.ts

@@ -90,6 +90,13 @@ function qs(p: ListParams): string {
   return s ? `?${s}` : '';
 }
 
+export function useInvoiceSummary() {
+  return useQuery<{ outstanding: string }>({
+    queryKey: ['invoices', 'summary'],
+    queryFn: () => api.get('/api/invoices/summary'),
+  });
+}
+
 export function useInvoices(params: ListParams = {}) {
   return useQuery<ListResponse>({
     queryKey: KEY.list(params),

apps/web/src/lib/api.ts

@@ -42,10 +42,27 @@ async function request<T>(method: string, path: string, body?: unknown): Promise
   return data as T;
 }
 
+async function upload<T>(path: string, form: FormData): Promise<T> {
+  const headers: Record<string, string> = {};
+  const csrf = readCookie('csrf');
+  if (csrf) headers['X-CSRF-Token'] = csrf;
+  const res = await fetch(path, { method: 'POST', credentials: 'same-origin', headers, body: form });
+  const text = await res.text();
+  const data = text ? JSON.parse(text) : null;
+  if (!res.ok) {
+    const err = new Error(data?.error ?? `upload_failed_${res.status}`) as ApiError;
+    err.status = res.status;
+    err.code = data?.error;
+    throw err;
+  }
+  return data as T;
+}
+
 export const api = {
   get: <T>(path: string) => request<T>('GET', path),
   post: <T>(path: string, body?: unknown) => request<T>('POST', path, body),
   put: <T>(path: string, body?: unknown) => request<T>('PUT', path, body),
   patch: <T>(path: string, body?: unknown) => request<T>('PATCH', path, body),
   delete: <T>(path: string) => request<T>('DELETE', path),
+  upload: <T>(path: string, form: FormData) => upload<T>(path, form),
 };

apps/web/src/lib/format.ts

@@ -16,6 +16,12 @@ export function formatMoney(amount: string | number | null | undefined): string
   return new Intl.NumberFormat(undefined, { style: 'currency', currency: 'USD' }).format(n);
 }
 
+export function formatBytes(bytes: number): string {
+  if (bytes < 1024) return `${bytes} B`;
+  if (bytes < 1024 * 1024) return `${(bytes / 1024).toFixed(1)} KB`;
+  return `${(bytes / (1024 * 1024)).toFixed(1)} MB`;
+}
+
 export function planLimitMessage(code: string | undefined, fallback = 'Action not allowed.'): string {
   switch (code) {
     case 'plan_limit_clients':

apps/web/src/pages/app/CaseDetailPage.tsx

@@ -1,7 +1,7 @@
 import { useState } from 'react';
 import { Link, useNavigate, useParams } from 'react-router-dom';
 import { useForm } from 'react-hook-form';
-import { ArrowLeft, Plus, Receipt, Trash2 } from 'lucide-react';
+import { ArrowLeft, Download, FileText, Loader2, Plus, Receipt, Trash2, Upload } from 'lucide-react';
 import { PageHeader } from '@/components/app/AppLayout';
 import { Card, CardBody, CardHeader, EmptyState } from '@/components/ui/Card';
 import { Button } from '@/components/ui/Button';
@@ -10,7 +10,8 @@ import { Badge } from '@/components/ui/Badge';
 import { CaseTimeList } from '@/components/app/CaseTimeList';
 import { CreateInvoiceDrawer } from '@/components/app/CreateInvoiceDrawer';
 import { useInvoices, type InvoiceStatus } from '@/hooks/useInvoices';
-import { formatDate, formatMoney } from '@/lib/format';
+import { formatBytes, formatDate, formatMoney } from '@/lib/format';
+import { useDocuments, useUploadDocument, useDeleteDocument } from '@/hooks/useDocuments';
 import {
   useCase,
   useDeleteCase,
@@ -36,6 +37,9 @@ export default function CaseDetailPage() {
   const [editing, setEditing] = useState(false);
   const [invoiceDrawerOpen, setInvoiceDrawerOpen] = useState(false);
   const invoices = useInvoices(id ? { caseId: id } : undefined);
+  const docs = useDocuments(id);
+  const uploadDoc = useUploadDocument(id ?? '');
+  const deleteDoc = useDeleteDocument(id ?? '');
 
   const {
     register,
@@ -255,11 +259,77 @@ export default function CaseDetailPage() {
       <Card className="mt-6">
         <CardHeader
           title="Documents"
-          description="Document storage lands in the next iteration."
+          description={docs.data?.length ? `${docs.data.length} file${docs.data.length === 1 ? '' : 's'}` : 'Upload contracts, filings, and correspondence.'}
+          action={
+            <label className="cursor-pointer">
+              <input
+                type="file"
+                className="sr-only"
+                accept=".pdf,.doc,.docx,.xls,.xlsx,.txt,.jpg,.jpeg,.png,.webp"
+                onChange={(e) => {
+                  const file = e.target.files?.[0];
+                  if (file) uploadDoc.mutate(file);
+                  e.target.value = '';
+                }}
+                disabled={uploadDoc.isPending}
+              />
+              <span className={`btn btn-secondary btn-sm inline-flex items-center gap-1.5 ${uploadDoc.isPending ? 'opacity-60 pointer-events-none' : ''}`}>
+                {uploadDoc.isPending
+                  ? <Loader2 className="h-3.5 w-3.5 animate-spin" />
+                  : <Upload className="h-3.5 w-3.5" />}
+                {uploadDoc.isPending ? 'Uploading…' : 'Upload'}
+              </span>
+            </label>
+          }
         />
-        <CardBody>
+        {uploadDoc.isError && (
-          <p className="text-sm text-ink-500">Coming next.</p>
+          <div className="px-5 py-2 text-sm text-rose-600">
-        </CardBody>
+            Upload failed: {uploadDoc.error?.message}
+          </div>
+        )}
+        {!docs.data?.length ? (
+          <EmptyState
+            icon={<FileText className="h-5 w-5" />}
+            title="No documents yet"
+            description="Upload PDF, Word, Excel, or image files up to 50 MB."
+          />
+        ) : (
+          <ul className="divide-y divide-ink-100">
+            {docs.data.map((doc) => (
+              <li key={doc.id} className="flex items-center justify-between gap-4 px-5 py-3">
+                <div className="flex items-center gap-3 min-w-0">
+                  <FileText className="h-4 w-4 shrink-0 text-ink-400" />
+                  <div className="min-w-0">
+                    <p className="text-sm font-medium text-ink-900 truncate">{doc.name}</p>
+                    <p className="text-xs text-ink-500">
+                      {formatBytes(doc.sizeBytes)} · {formatDate(doc.createdAt)}
+                    </p>
+                  </div>
+                </div>
+                <div className="flex items-center gap-2 shrink-0">
+                  <a
+                    href={`/api/documents/${doc.id}/download`}
+                    download={doc.name}
+                    className="inline-flex items-center gap-1 text-xs font-medium text-brand-600 hover:text-brand-700"
+                  >
+                    <Download className="h-3.5 w-3.5" />
+                    Download
+                  </a>
+                  <button
+                    onClick={() => {
+                      if (confirm(`Delete "${doc.name}"?`)) deleteDoc.mutate(doc.id);
+                    }}
+                    disabled={deleteDoc.isPending}
+                    className="text-ink-400 hover:text-rose-600 transition disabled:opacity-40"
+                    aria-label="Delete document"
+                  >
+                    <Trash2 className="h-4 w-4" />
+                  </button>
+                </div>
+              </li>
+            ))}
+          </ul>
+        )}
       </Card>
 
       <CreateInvoiceDrawer

apps/web/src/pages/app/DashboardPage.tsx

@@ -6,13 +6,15 @@ import { Badge } from '@/components/ui/Badge';
 import { Button } from '@/components/ui/Button';
 import { useCases } from '@/hooks/useCases';
 import { useClients } from '@/hooks/useClients';
+import { useInvoiceSummary } from '@/hooks/useInvoices';
 import { useMe } from '@/hooks/useAuth';
-import { formatHours, formatDate } from '@/lib/format';
+import { formatHours, formatDate, formatMoney } from '@/lib/format';
 
 export default function DashboardPage() {
   const me = useMe();
   const cases = useCases();
   const clients = useClients();
+  const summary = useInvoiceSummary();
 
   const openCases = cases.data?.items.filter((c) => c.status === 'open') ?? [];
   const totalMinutes = cases.data?.items.reduce((acc, c) => acc + (c.billedMinutes ?? 0), 0) ?? 0;
@@ -51,7 +53,7 @@ export default function DashboardPage() {
         <KpiCard
           icon={<Receipt className="h-4 w-4" />}
           label="Outstanding"
-          value="$0"
+          value={formatMoney(summary.data?.outstanding ?? 0)}
           to="/app/invoices"
         />
       </div>