feat: unified save flow, path override UI, mirror sync, and automatic pruning of old document versions

app/core/ingest_settings.py

@@ -0,0 +1,84 @@
+import json
+from pathlib import Path
+
+DEFAULT_INGEST_ROOT = "/mnt/data/shared/scans/processed"
+SETTINGS_FILE = Path("/mnt/storage/document-processor/settings/ingest.json")
+
+
+def _ensure_parent() -> None:
+    SETTINGS_FILE.parent.mkdir(parents=True, exist_ok=True)
+
+
+def get_default_ingest_root() -> str:
+    try:
+        if SETTINGS_FILE.exists():
+            data = json.loads(SETTINGS_FILE.read_text())
+            value = str(data.get("default_ingest_root") or "").strip()
+            if value:
+                return value
+    except Exception:
+        pass
+    return DEFAULT_INGEST_ROOT
+
+
+def set_default_ingest_root(path_str: str) -> str:
+    value = str(path_str or "").strip()
+    if not value:
+        value = DEFAULT_INGEST_ROOT
+
+    _ensure_parent()
+    SETTINGS_FILE.write_text(json.dumps({"default_ingest_root": value}, indent=2))
+    return value
+
+
+def reset_default_ingest_root() -> str:
+    _ensure_parent()
+    SETTINGS_FILE.write_text(json.dumps({"default_ingest_root": DEFAULT_INGEST_ROOT}, indent=2))
+    return DEFAULT_INGEST_ROOT
+
+
+def browse_directory(path_str: str) -> dict:
+    target = Path(path_str).expanduser().resolve()
+
+    result = {
+        "path": str(target),
+        "exists": target.exists(),
+        "is_dir": target.is_dir(),
+        "parent": "",
+        "entries": [],
+        "error": "",
+    }
+
+    if not target.exists():
+        result["error"] = "Directory does not exist."
+        return result
+
+    if not target.is_dir():
+        result["error"] = "Path is not a directory."
+        return result
+
+    parent = target.parent
+    if parent != target:
+        result["parent"] = str(parent)
+
+    try:
+        children = sorted(
+            list(target.iterdir()),
+            key=lambda p: (not p.is_dir(), p.name.lower()),
+        )
+    except Exception as exc:
+        result["error"] = f"Could not read directory: {exc}"
+        return result
+
+    entries = []
+    for child in children[:300]:
+        entries.append(
+            {
+                "name": child.name,
+                "path": str(child),
+                "is_dir": child.is_dir(),
+            }
+        )
+
+    result["entries"] = entries
+    return result

app/logic/document_outputs.py

@@ -2,7 +2,60 @@ from __future__ import annotations
 
 import hashlib
 import os
+import re
 import shutil
+
+def _mirror_to_secondary_owner(document, canonical_path: Path) -> Path | None:
+    additional = document.additional_fields[0] if getattr(document, "additional_fields", None) else None
+    if not additional:
+        return None
+
+    owner_secondary = getattr(additional, "owner_secondary", None)
+    if not owner_secondary:
+        return None
+
+    from app.logic.storage_paths import (
+        _split_person_name,
+        to_owner_filepath_name,
+        build_proposed_storage_path,
+    )
+    from app.core.storage_settings import get_default_save_root
+
+    first, last = _split_person_name(owner_secondary)
+    owner_folder = to_owner_filepath_name(first, last)
+    if not owner_folder:
+        return None
+
+    save_root = get_default_save_root()
+    naming_row = document.naming_fields[0] if getattr(document, "naming_fields", None) else None
+
+    mirror_path = Path(
+        build_proposed_storage_path(
+            document=document,
+            save_root=save_root,
+            naming_row=naming_row,
+        )
+    )
+
+    # replace owner segment
+    parts = list(mirror_path.parts)
+    for i, p in enumerate(parts):
+        if p == "records" and i + 1 < len(parts):
+            parts[i + 1] = owner_folder
+            break
+
+    mirror_path = Path(*parts)
+    mirror_path = mirror_path.with_name(
+        re.sub(r"_v\d+(?=\.[^.]+$)", "", mirror_path.name)
+    )
+    mirror_path.parent.mkdir(parents=True, exist_ok=True)
+
+    if canonical_path.resolve() != mirror_path.resolve():
+        import shutil
+        shutil.copy2(canonical_path, mirror_path)
+
+    return mirror_path
+
 import subprocess
 import tempfile
 from pathlib import Path
@@ -21,6 +74,38 @@ from app.models.document_version import DocumentVersion
 from app.models.text_version import TextVersion
 
 
+
+
+def _prune_old_saved_files(db: Session, document: Document, keep_paths: set[str]) -> None:
+    protected = {str(Path(p).resolve()) for p in keep_paths if p}
+    for p in [getattr(document, "source_path", None), getattr(document, "original_path", None)]:
+        if p:
+            protected.add(str(Path(p).resolve()))
+
+    prior_versions = (
+        db.query(DocumentVersion)
+        .filter(DocumentVersion.document_id == document.id)
+        .all()
+    )
+
+    candidate_paths: set[str] = set()
+    for version in prior_versions:
+        if version.file_path:
+            try:
+                candidate_paths.add(str(Path(version.file_path).resolve()))
+            except Exception:
+                candidate_paths.add(version.file_path)
+
+    for candidate in sorted(candidate_paths):
+        if candidate in protected:
+            continue
+        try:
+            candidate_path = Path(candidate)
+            if candidate_path.exists() and candidate_path.is_file():
+                candidate_path.unlink()
+        except Exception:
+            pass
+
 def sha256_for_file(path: Path) -> str:
     hasher = hashlib.sha256()
     with path.open("rb") as f:
@@ -234,6 +319,25 @@ def create_ocr_corrected_pdf_version(db: Session, document: Document, output_pat
     compress_pdf_with_ghostscript(out_path)
 
     file_hash = sha256_for_file(out_path)
+    try:
+        mirror_path = _mirror_to_secondary_owner(document, out_path)
+        share_path_value = str(mirror_path) if mirror_path else None
+    except Exception as e:
+        share_path_value = None
+
+    document.share_path = share_path_value
+    db.query(Document).filter(Document.id == document.id).update(
+        {"share_path": share_path_value},
+        synchronize_session=False,
+    )
+    try:
+        mirror_path = _mirror_to_secondary_owner(document, out_path)
+        document.share_path = str(mirror_path) if mirror_path else None
+    except Exception:
+        document.share_path = None
+
+    db.add(document)
+
 
     version = DocumentVersion(
         document_id=document.id,
@@ -251,6 +355,12 @@ def create_ocr_corrected_pdf_version(db: Session, document: Document, output_pat
     document.sha256_current = file_hash
 
     db.commit()
+
+    keep_paths = {str(out_path)}
+    if document.share_path:
+        keep_paths.add(str(document.share_path))
+    _prune_old_saved_files(db, document, keep_paths)
+
     db.refresh(version)
     return version
 
@@ -268,12 +378,25 @@ def create_field_enriched_pdf_version(db: Session, document: Document, output_pa
         out_path = _build_output_path(FIELD_ENRICHED_ROOT, document, "field_enriched", next_version_number)
     else:
         out_path = Path(output_path)
+
+    out_path = out_path.with_name(
+        re.sub(r"_v\d+(?=\.[^.]+$)", "", out_path.name)
+    )
     out_path.parent.mkdir(parents=True, exist_ok=True)
 
     if current_file.resolve() != out_path.resolve():
         shutil.copy2(current_file, out_path)
     file_hash = sha256_for_file(out_path)
 
+    try:
+        mirror_path = _mirror_to_secondary_owner(document, out_path)
+        share_path_value = str(mirror_path) if mirror_path else None
+    except Exception:
+        share_path_value = None
+
+    document.share_path = share_path_value
+    db.add(document)
+
     version = DocumentVersion(
         document_id=document.id,
         version_number=next_version_number,
@@ -290,5 +413,11 @@ def create_field_enriched_pdf_version(db: Session, document: Document, output_pa
     document.sha256_current = file_hash
 
     db.commit()
+
+    keep_paths = {str(out_path)}
+    if document.share_path:
+        keep_paths.add(str(document.share_path))
+    _prune_old_saved_files(db, document, keep_paths)
+
     db.refresh(version)
     return version

app/main.py

@@ -20,7 +20,7 @@ from app.routes.trash import router as trash_router
 
 app = FastAPI(title="document-processor")
 app.mount("/static", StaticFiles(directory="app/static"), name="static")
-app.mount("/files", StaticFiles(directory="/mnt/storage/document-processor"), name="files")
+app.mount("/files", StaticFiles(directory="/mnt/svr-01/storage"), name="files")
 
 app.include_router(health_router)
 app.include_router(documents_router)

app/models/__init__.py

@@ -17,3 +17,4 @@ __all__ = [
     "DocumentAdditionalField",
     "DocumentPreset",
 ]
+from app.models.document_naming_field import DocumentNamingField

app/models/document.py

@@ -63,6 +63,10 @@ class Document(Base):
         back_populates="document",
         cascade="all, delete-orphan",
     )
+    naming_fields: Mapped[list["DocumentNamingField"]] = relationship(
+        back_populates="document",
+        cascade="all, delete-orphan",
+    )
     additional_fields: Mapped[list["DocumentAdditionalField"]] = relationship(
         back_populates="document",
         cascade="all, delete-orphan",

app/models/document_naming_field.py

@@ -0,0 +1,36 @@
+from datetime import datetime
+
+from sqlalchemy import Boolean, DateTime, ForeignKey, String, Text
+from sqlalchemy.orm import Mapped, mapped_column, relationship
+
+from app.db.base import Base
+
+
+class DocumentNamingField(Base):
+    __tablename__ = "document_naming_fields"
+
+    id: Mapped[int] = mapped_column(primary_key=True, index=True)
+    document_id: Mapped[int] = mapped_column(ForeignKey("documents.id"), nullable=False, unique=True, index=True)
+
+    naming_entity: Mapped[str | None] = mapped_column(Text, nullable=True)
+    naming_account_last4: Mapped[str | None] = mapped_column(String(16), nullable=True)
+    naming_type: Mapped[str | None] = mapped_column(String(64), nullable=True)
+    naming_date: Mapped[str | None] = mapped_column(String(16), nullable=True)
+    naming_date_precision: Mapped[str | None] = mapped_column(String(16), nullable=True)
+
+    naming_description: Mapped[str | None] = mapped_column(Text, nullable=True)
+    naming_reference_number: Mapped[str | None] = mapped_column(Text, nullable=True)
+    naming_variant: Mapped[str | None] = mapped_column(String(64), nullable=True)
+
+    naming_schema_version: Mapped[str] = mapped_column(String(32), nullable=False, default="v1")
+    naming_locked: Mapped[bool] = mapped_column(Boolean, nullable=False, default=False)
+
+    created_at: Mapped[datetime] = mapped_column(DateTime, default=datetime.utcnow, nullable=False)
+    updated_at: Mapped[datetime] = mapped_column(
+        DateTime,
+        default=datetime.utcnow,
+        onupdate=datetime.utcnow,
+        nullable=False,
+    )
+
+    document: Mapped["Document"] = relationship(back_populates="naming_fields")

app/routes/documents.py

@@ -2,7 +2,6 @@ from copy import deepcopy
 from datetime import datetime
 from decimal import Decimal, InvalidOperation
 import re
-import traceback
 from pathlib import Path
 
 from fastapi import APIRouter, Depends, Form, Query, Request
@@ -538,7 +537,7 @@ def save_ocr_corrected_pdf(document_id: str, db: Session = Depends(get_db)):
     output_path.parent.mkdir(parents=True, exist_ok=True)
 
     try:
-        create_ocr_corrected_pdf_version(db, document, output_path=output_path)
+        create_ocr_corrected_pdf_version(db, document, output_path=output_path_obj)
     except Exception:
         return RedirectResponse(url=f"/documents/{document.document_id}?error=save_ocr_corrected_failed", status_code=303)
 
@@ -558,6 +557,74 @@ def move_to_trash(document_id: str, db: Session = Depends(get_db)):
     return RedirectResponse(url="/documents/", status_code=303)
 
 
+
+@router.post("/{document_id}/save-pdf", response_class=RedirectResponse)
+def save_pdf(document_id: str, output_path: str = Form(""), db: Session = Depends(get_db)):
+    document = (
+        db.query(Document)
+        .options(
+            selectinload(Document.text_versions),
+            selectinload(Document.naming_fields),
+            selectinload(Document.extracted_fields),
+            selectinload(Document.additional_fields),
+        )
+        .filter(Document.document_id == document_id)
+        .first()
+    )
+    if document is None:
+        return RedirectResponse(url="/documents/", status_code=303)
+
+    save_root = get_default_save_root()
+    naming_row = document.naming_fields[0] if getattr(document, "naming_fields", None) else None
+
+    default_output_path = Path(
+        build_proposed_storage_path(
+            document=document,
+            save_root=save_root,
+            naming_row=naming_row,
+        )
+    )
+    default_output_path = default_output_path.with_name(
+        re.sub(r"(?:_v\d+|_\d+)(?=\.[^.]+$)", "", default_output_path.name)
+    )
+    if default_output_path.suffix.lower() != ".pdf":
+        default_output_path = default_output_path.with_suffix(".pdf")
+
+    output_path_raw = (output_path or "").strip()
+    if output_path_raw:
+        output_path_obj = Path(output_path_raw)
+    else:
+        output_path_obj = default_output_path
+
+    if output_path_obj.suffix.lower() != ".pdf":
+        output_path_obj = output_path_obj.with_suffix(".pdf")
+
+    allowed_root = Path(save_root).resolve()
+    resolved_parent = output_path_obj.parent.resolve()
+    if allowed_root != resolved_parent and allowed_root not in resolved_parent.parents:
+        return RedirectResponse(
+            url=f"/documents/{document.document_id}?error=invalid_output_path",
+            status_code=303,
+        )
+
+    output_path_obj.parent.mkdir(parents=True, exist_ok=True)
+
+    has_extracted = bool(getattr(document, "extracted_fields", None))
+    has_additional = bool(getattr(document, "additional_fields", None))
+
+    try:
+        if has_extracted or has_additional:
+            create_field_enriched_pdf_version(db, document, output_path=output_path_obj)
+        else:
+            create_ocr_corrected_pdf_version(db, document, output_path=output_path_obj)
+    except Exception:
+        return RedirectResponse(
+            url=f"/documents/{document.document_id}?error=save_pdf_failed",
+            status_code=303,
+        )
+
+    return RedirectResponse(url=f"/documents/{document.document_id}?tab=ocr-review", status_code=303)
+
 @router.post("/{document_id}/save-field-enriched-pdf", response_class=RedirectResponse)
 def save_field_enriched_pdf(document_id: str, db: Session = Depends(get_db)):
     document = (
@@ -588,10 +655,8 @@ def save_field_enriched_pdf(document_id: str, db: Session = Depends(get_db)):
     output_path.parent.mkdir(parents=True, exist_ok=True)
 
     try:
-        create_field_enriched_pdf_version(db, document, output_path=output_path)
+        create_field_enriched_pdf_version(db, document, output_path=output_path_obj)
     except Exception as e:
-        print("save_field_enriched_pdf failed:", repr(e))
-        traceback.print_exc()
         return RedirectResponse(url=f"/documents/{document.document_id}?error=save_field_enriched_failed", status_code=303)
 
     return RedirectResponse(url=f"/documents/{document.document_id}?tab=extracted-fields", status_code=303)
@@ -784,7 +849,7 @@ def document_detail(document_id: str, request: Request, queue: str | None = None
 
     file_url = None
     if document.current_path:
-        storage_root = Path("/mnt/storage/document-processor")
+        storage_root = Path("/mnt/svr-01/storage")
         current_path = Path(document.current_path)
         try:
             rel = current_path.relative_to(storage_root)
@@ -820,6 +885,11 @@ def document_detail(document_id: str, request: Request, queue: str | None = None
         save_root=default_save_root,
         naming_row=naming_row,
     )
+    proposed_storage_path = str(
+        Path(proposed_storage_path).with_name(
+            re.sub(r"(?:_v\d+|_\d+)(?=\.[^.]+$)", "", Path(proposed_storage_path).name)
+        )
+    )
 
     active_tab = request.query_params.get("tab", "ocr-review")
     if active_tab not in {"ocr-review", "extracted-fields", "additional-fields", "versions", "raw-ocr"}:

app/routes/ingest.py

@@ -1,11 +1,11 @@
 from pathlib import Path
 
 from fastapi import APIRouter, Depends, File, Form, Request, UploadFile
-from fastapi.responses import HTMLResponse
+from fastapi.responses import HTMLResponse, RedirectResponse
 from fastapi.templating import Jinja2Templates
 from sqlalchemy.orm import Session
 
-from app.core.config import INBOX_ROOT
+from app.core.ingest_settings import browse_directory, get_default_ingest_root, reset_default_ingest_root, set_default_ingest_root
 from app.db.deps import get_db
 from app.logic.ingest import ingest_directory, ingest_file, ingest_inbox, ingest_uploaded_file
 
@@ -16,18 +16,41 @@ templates = Jinja2Templates(directory=str(BASE_DIR / "templates"))
 
 
 @router.get("/", response_class=HTMLResponse)
-def ingest_home(request: Request):
+def ingest_home(request: Request, browse_path: str = ""):
+    default_ingest_root = get_default_ingest_root()
+    current_browse_path = browse_path.strip() or default_ingest_root
+    browser = browse_directory(current_browse_path)
+
     return templates.TemplateResponse(
         request=request,
         name="ingest/index.html",
         context={
             "request": request,
-            "inbox_root": INBOX_ROOT,
+            "default_ingest_root": default_ingest_root,
+            "current_browse_path": current_browse_path,
+            "browser": browser,
             "active_page": "ingest",
         },
     )
 
 
+
+@router.post("/set-default-root", response_class=RedirectResponse)
+def set_default_root(directory_path: str = Form("")):
+    chosen = Path(directory_path).expanduser().resolve()
+    if chosen.exists() and chosen.is_dir():
+        saved = set_default_ingest_root(str(chosen))
+        return RedirectResponse(url=f"/ingest/?browse_path={saved}", status_code=303)
+    fallback = get_default_ingest_root()
+    return RedirectResponse(url=f"/ingest/?browse_path={fallback}", status_code=303)
+
+
+@router.post("/reset-default-root", response_class=RedirectResponse)
+def reset_default_root():
+    saved = reset_default_ingest_root()
+    return RedirectResponse(url=f"/ingest/?browse_path={saved}", status_code=303)
+
+
 @router.post("/upload-files", response_class=HTMLResponse)
 async def ingest_upload_files(
     request: Request,
@@ -155,14 +178,20 @@ def ingest_server_directory(
 
 @router.post("/inbox", response_class=HTMLResponse)
 def ingest_inbox_route(request: Request, db: Session = Depends(get_db)):
+    default_ingest_root = get_default_ingest_root()
     try:
-        docs = ingest_inbox(db=db)
+        docs = ingest_directory(
+            db=db,
+            directory_path=default_ingest_root,
+            recursive=False,
+            source_system="default_root_ingest",
+        )
         return templates.TemplateResponse(
             request=request,
             name="ingest/result.html",
             context={
                 "request": request,
-                "message": f"Ingested {len(docs)} file(s) from inbox.",
+                "message": f"Ingested {len(docs)} file(s) from default ingest root: {default_ingest_root}",
                 "documents": docs,
                 "errors": [],
             },
@@ -173,7 +202,7 @@ def ingest_inbox_route(request: Request, db: Session = Depends(get_db)):
             name="ingest/result.html",
             context={
                 "request": request,
-                "message": f"Error ingesting inbox: {e}",
+                "message": f"Error ingesting default ingest root ({default_ingest_root}): {e}",
                 "documents": [],
                 "errors": [],
             },

app/templates/documents/detail.html

@@ -36,43 +36,52 @@
                     <span class="badge">{{ document.document_type }}</span>
                     <span class="badge">{{ document.mime_type }}</span>
                 </div>
-            </div>
+            </div>            <div class="card" style="margin-bottom: 0;">
+                <div style="display:flex; flex-direction:column; gap:0.75rem;">
+                    <div style="display:flex; align-items:flex-end; gap:0.6rem; flex-wrap:wrap;">
+                        <form method="post" action="/documents/{{ document.document_id }}/save-document-type" style="display:flex; align-items:flex-end; gap:0.6rem; flex-wrap:wrap; margin:0;">
+                            <div style="position:relative;">
+                                <label for="document_type_input">Document type</label>
+                                <input
+                                    id="document_type_input"
+                                    type="text"
+                                    name="document_type"
+                                    value="{{ document.document_type or '' }}"
+                                    placeholder="receipt"
+                                    autocomplete="off"
+                                    style="min-width:160px; max-width:260px;"
+                                >
+                                <div id="document-type-suggestions" style="display:none; position:absolute; top:100%; left:0; right:0; z-index:20; background:#fff; border:1px solid #d7dce5; border-radius:12px; margin-top:0.35rem; max-height:220px; overflow-y:auto; box-shadow:0 10px 24px rgba(15,23,42,0.10);"></div>
+                            </div>
+                            <button type="submit" style="height:38px;">Update</button>
+                        </form>
 
-            <div class="card" style="margin-bottom: 0;">
+                        <form method="post" action="/documents/{{ document.document_id }}/move-to-trash" style="margin:0;">
-                <div class="button-row">
+                            <button class="danger" type="submit" style="height:38px;">Move to trash</button>
-                    <form method="post" action="/documents/{{ document.document_id }}/rerun-ocr">
+                        </form>
-                        <button type="submit">Re-run OCR</button>
+                    </div>
-                    </form>
+
-                    <form method="post" action="/documents/{{ document.document_id }}/save-ocr-corrected-pdf">
+                    <form method="post" action="/documents/{{ document.document_id }}/save-pdf" style="display:flex; align-items:flex-end; gap:0.6rem; flex-wrap:wrap; margin:0;">
-                        <button class="primary" type="submit">Save OCR-corrected PDF</button>
+                        <div style="flex:1; min-width:260px;">
-                    </form>
+                            <label for="proposed_storage_path_input">Proposed path</label>
-                    <form method="post" action="/documents/{{ document.document_id }}/save-field-enriched-pdf">
+                            <input
-                        <button type="submit">Save field-enriched PDF</button>
+                                id="proposed_storage_path_input"
-                    </form>
+                                type="text"
-                    <form method="post" action="/documents/{{ document.document_id }}/move-to-trash">
+                                name="output_path"
-                        <button class="danger" type="submit">Move to trash</button>
+                                value="{{ proposed_storage_path }}"
+                                data-default-path="{{ proposed_storage_path }}"
+                                readonly
+                                style="width:100%;"
+                            >
+                            <div id="path-override-hint" style="margin-top:0.35rem; font-size:0.85rem; color:#6b7280;">
+                                Uses the system path unless manually edited.
+                            </div>
+                        </div>
+                        <button type="button" id="toggle-path-edit" style="height:38px;">Edit path</button>
+                        <button type="submit" class="btn btn-primary" style="height:38px;">Save Document</button>
                     </form>
                 </div>
 
-                <form method="post" action="/documents/{{ document.document_id }}/save-document-type" style="margin-top: 1rem;">
-                    <div style="display:flex; align-items:flex-end; gap:0.6rem; flex-wrap:wrap;">
-                        <div style="position:relative;">
-                            <label for="document_type_input">Document type</label>
-                            <input
-                                id="document_type_input"
-                                type="text"
-                                name="document_type"
-                                value="{{ document.document_type or '' }}"
-                                placeholder="receipt"
-                                autocomplete="off"
-                                style="min-width:160px; max-width:260px;"
-                            >
-                            <div id="document-type-suggestions" style="display:none; position:absolute; top:100%; left:0; right:0; z-index:20; background:#fff; border:1px solid #d7dce5; border-radius:12px; margin-top:0.35rem; max-height:220px; overflow-y:auto; box-shadow:0 10px 24px rgba(15,23,42,0.10);"></div>
-                        </div>
-                        <button type="submit" style="height:38px;">Save</button>
-                    </div>
-                </form>
-
                 <div class="queue-nav-row">
                     {% if prev_doc %}
                         <a class="button-link" href="/documents/{{ prev_doc.document_id }}">← Previous</a>
@@ -505,5 +514,47 @@
     }
 
 </script>
+
+<script>
+document.addEventListener("DOMContentLoaded", function () {
+    const pathInput = document.getElementById("proposed_storage_path_input");
+    const toggleBtn = document.getElementById("toggle-path-edit");
+    const hint = document.getElementById("path-override-hint");
+    if (!pathInput || !toggleBtn) return;
+
+    const defaultPath = pathInput.dataset.defaultPath || pathInput.value;
+
+    function refreshHint() {
+        const isReadonly = pathInput.hasAttribute("readonly");
+        const isDefault = pathInput.value === defaultPath;
+        if (!hint) return;
+
+        if (isReadonly || isDefault) {
+            hint.textContent = "Uses the system path unless manually edited.";
+            hint.style.color = "#6b7280";
+        } else {
+            hint.textContent = "Manual override active.";
+            hint.style.color = "#b45309";
+        }
+    }
+
+    toggleBtn.addEventListener("click", function () {
+        if (pathInput.hasAttribute("readonly")) {
+            pathInput.removeAttribute("readonly");
+            toggleBtn.textContent = "Use default";
+            pathInput.focus();
+        } else {
+            pathInput.value = defaultPath;
+            pathInput.setAttribute("readonly", "readonly");
+            toggleBtn.textContent = "Edit path";
+        }
+        refreshHint();
+    });
+
+    pathInput.addEventListener("input", refreshHint);
+    refreshHint();
+});
+</script>
+
 </body>
 </html>

app/templates/ingest/index.html

@@ -13,10 +13,112 @@
         <div class="topbar">
             <div>
                 <h1 class="page-title">Ingest</h1>
-                <p class="page-subtitle">Upload files or ingest from server-side paths.</p>
+                <p class="page-subtitle">Upload files, ingest from server-side paths, or use the current default ingest root.</p>
             </div>
         </div>
 
+        <div class="card">
+            <h2 class="card-title">Default ingest root</h2>
+
+            <form method="post" action="/ingest/set-default-root">
+                <div class="form-grid">
+                    <div class="form-field full">
+                        <label for="default_ingest_root">Default ingest root</label>
+                        <input id="default_ingest_root" type="text" name="directory_path" value="{{ default_ingest_root }}" placeholder="/mnt/data/shared/scans/processed">
+                    </div>
+                </div>
+                <div class="button-row" style="margin-top: 1rem;">
+                    <button class="primary" type="submit">Save default</button>
+                </div>
+            </form>
+
+            <div class="button-row" style="margin-top: 1rem;">
+                <form method="post" action="/ingest/reset-default-root">
+                    <button type="submit">Revert to /mnt/data/shared/scans/processed</button>
+                </form>
+
+                <form method="get" action="/ingest/">
+                    <input type="hidden" name="browse_path" value="{{ default_ingest_root }}">
+                    <button type="submit">Browse current default</button>
+                </form>
+
+                <form method="post" action="/ingest/inbox">
+                    <button type="submit">Ingest current default root</button>
+                </form>
+            </div>
+        </div>
+
+        <div class="card">
+            <h2 class="card-title">Browse directories</h2>
+
+            <form method="get" action="/ingest/">
+                <div class="form-grid">
+                    <div class="form-field full">
+                        <label for="browse_path">Browse path</label>
+                        <input id="browse_path" type="text" name="browse_path" value="{{ current_browse_path }}" placeholder="/mnt/data/shared/scans/processed">
+                    </div>
+                </div>
+                <div class="button-row" style="margin-top: 1rem;">
+                    <button class="primary" type="submit">Browse</button>
+                    {% if browser.parent %}
+                        <a class="button-link" href="/ingest/?browse_path={{ browser.parent }}">Up one level</a>
+                    {% endif %}
+                </div>
+            </form>
+
+            {% if browser.error %}
+                <p class="empty-state">{{ browser.error }}</p>
+                <p class="page-subtitle">This app can only browse directories that exist on svr-02 or are mounted there.</p>
+            {% else %}
+                <p class="page-subtitle">Current path: {{ browser.path }}</p>
+
+                {% if browser.entries %}
+                    <div class="table-wrap">
+                        <table>
+                            <thead>
+                                <tr>
+                                    <th>Name</th>
+                                    <th>Kind</th>
+                                    <th>Actions</th>
+                                </tr>
+                            </thead>
+                            <tbody>
+                                {% for entry in browser.entries %}
+                                <tr>
+                                    <td>{{ entry.name }}</td>
+                                    <td>{% if entry.is_dir %}Directory{% else %}File{% endif %}</td>
+                                    <td>
+                                        <div class="button-row">
+                                            {% if entry.is_dir %}
+                                                <a class="button-link" href="/ingest/?browse_path={{ entry.path }}">Open</a>
+                                                <form method="post" action="/ingest/set-default-root">
+                                                    <input type="hidden" name="directory_path" value="{{ entry.path }}">
+                                                    <button type="submit">Set default</button>
+                                                </form>
+                                                <form method="post" action="/ingest/server-directory">
+                                                    <input type="hidden" name="directory_path" value="{{ entry.path }}">
+                                                    <input type="hidden" name="recursive" value="1">
+                                                    <button type="submit">Ingest directory</button>
+                                                </form>
+                                            {% else %}
+                                                <form method="post" action="/ingest/server-file">
+                                                    <input type="hidden" name="file_path" value="{{ entry.path }}">
+                                                    <button type="submit">Ingest file</button>
+                                                </form>
+                                            {% endif %}
+                                        </div>
+                                    </td>
+                                </tr>
+                                {% endfor %}
+                            </tbody>
+                        </table>
+                    </div>
+                {% else %}
+                    <p class="empty-state">No entries found in this directory.</p>
+                {% endif %}
+            {% endif %}
+        </div>
+
         <div class="card">
             <h2 class="card-title">Upload files</h2>
             <form method="post" action="/ingest/upload-files" enctype="multipart/form-data">
@@ -36,7 +138,7 @@
             <form method="post" action="/ingest/server-file" style="margin-bottom: 1.25rem;">
                 <div class="form-field full">
                     <label>Ingest one server file</label>
-                    <input type="text" name="file_path" placeholder="/mnt/storage/.../file.pdf" required>
+                    <input type="text" name="file_path" placeholder="/mnt/data/.../file.pdf" required>
                 </div>
                 <div class="button-row" style="margin-top: 1rem;">
                     <button type="submit">Ingest file</button>
@@ -46,7 +148,7 @@
             <form method="post" action="/ingest/server-directory" style="margin-bottom: 1.25rem;">
                 <div class="form-field full">
                     <label>Ingest one server directory</label>
-                    <input type="text" name="directory_path" placeholder="/mnt/storage/.../incoming" required>
+                    <input type="text" name="directory_path" placeholder="/mnt/data/.../incoming" required>
                 </div>
                 <div class="form-field">
                     <label><input type="checkbox" name="recursive" value="1"> Recursive</label>
@@ -55,16 +157,6 @@
                     <button type="submit">Ingest directory</button>
                 </div>
             </form>
-
-            <form method="post" action="/ingest/inbox">
-                <div class="form-field full">
-                    <label>Inbox root</label>
-                    <input type="text" value="{{ inbox_root }}" readonly>
-                </div>
-                <div class="button-row" style="margin-top: 1rem;">
-                    <button type="submit">Ingest inbox</button>
-                </div>
-            </form>
         </div>
     </main>
 </div>