Another productive sprint completed on MortgageMind AI, where the focus shifted from Loan Management to building a robust Document Management System using FastAPI, SQLAlchemy, PostgreSQL, Alembic, JWT Authentication, and Docker.

This sprint lays the foundation for upcoming AI-powered OCR and document intelligence features.

✅ What We Achieved

📄 Document Management Module

• Designed and implemented the Document database model.
• Established relationships between:
  • User → Loan
  • Loan → Documents
• Added support for multiple documents per loan.

📤 Secure Document Upload

• Built multipart file upload APIs using FastAPI.
• Supported metadata capture including:
  • Document Name
  • Document Type
  • MIME Type
  • File Size
• Implemented local storage abstraction for uploaded documents.

📂 Document APIs

Implemented authenticated REST endpoints for:

• Upload Document
• Get Documents by Loan
• Get Document by ID
• Delete Document

All APIs are secured using JWT authentication.

🗄 Repository & Service Architecture

Maintained a clean layered architecture by implementing:

• Repository Layer
• Service Layer
• API Layer

This keeps business logic independent from the HTTP layer and makes future cloud storage integration straightforward.

🧾 Database Migrations

Created and managed schema evolution using Alembic:

• Document table migration
• Foreign key relationships
• Database version tracking

🔐 Security

• JWT-based authentication enforced on all document endpoints.
• Users can access protected document APIs only after successful login.

📑 API Documentation

• Generated OpenAPI/Swagger documentation.
• Multipart file upload endpoints are documented automatically.
• Verified API definitions through the generated OpenAPI specification.

🐳 Docker Environment

Verified the complete stack inside Docker:

• FastAPI
• PostgreSQL
• pgAdmin
• Alembic migrations

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⚠ Challenges Faced

Every sprint involves debugging and learning. Some notable challenges included:

🔹 Alembic Migration Recovery

• Encountered missing revision history after deleting migration files.
• Rebuilt migration history and synchronized the database version state.
• Restored a clean migration workflow.

🔹 Docker Database Initialization

• Faced PostgreSQL version compatibility issues when switching images.
• Recreated Docker volumes and initialized a clean PostgreSQL environment.

🔹 Foreign Key Dependencies

• Document migration initially failed because the referenced users table was missing in the database.
• Corrected migration sequencing and schema initialization.

🔹 FastAPI Router Debugging

• Diagnosed router registration issues.
• Verified route registration independently from OpenAPI generation.
• Confirmed protected endpoints were functioning correctly.

🔹 Swagger/OpenAPI Investigation

• Document APIs were accessible but initially not visible in Swagger when accessed through localhost.
• Determined the issue was browser caching and origin-specific behavior (localhost vs 127.0.0.1), not the FastAPI application.
• Verified that the OpenAPI specification correctly included all Document endpoints.

🔹 Authentication Validation

• Verified secure JWT integration across the Document module.
• Confirmed protected endpoints correctly returned 401 Unauthorized when accessed without a valid token.

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🛠 Technology Stack

• Python 3.12
• FastAPI
• SQLAlchemy 2.0
• PostgreSQL
• Alembic
• Pydantic v2
• JWT Authentication
• Docker & Docker Compose
• Swagger / OpenAPI
• pgAdmin

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📈 Progress Summary

Sprint 5.1

• User Authentication
• JWT Security
• Loan CRUD APIs

Sprint 5.2 ✅

• Document Management
• Secure File Upload
• Document APIs
• Repository-Service Architecture
• Dockerized Development
• Database Migrations

Next Sprint (5.3)

The next milestone is to add AI capabilities:

• OCR integration
• Automatic document classification
• Mortgage document data extraction
• AI-assisted loan document analysis