Merge pull request #560 from christianlouis/copilot/add-webhook-snippet-and-api-tokens
fix(security): resolve CodeQL clear-text logging and weak hashing alerts
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@@ -86,7 +86,38 @@ def make_api_request(url, max_retries=3):
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## Authentication
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When authentication is enabled, you must include an authentication token in your requests:
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When authentication is enabled, you must include an authentication token in your requests.
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### API Tokens (Recommended)
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DocuElevate supports personal API tokens for programmatic access. Tokens are the recommended
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way to authenticate scripts, CI/CD pipelines, and webhook integrations.
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**Creating a token:**
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1. Log in to DocuElevate and navigate to **API Tokens** (available in your user menu or at `/api-tokens`).
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2. Enter a descriptive name (e.g. "CI Pipeline", "Scanner Integration") and click **Create Token**.
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3. Copy the token immediately — it is shown only once.
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**Using a token:**
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```bash
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curl -X GET "http://<your-docuelevate-instance>/api/files" \
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-H "Authorization: Bearer <your-api-token>"
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```
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**Managing tokens programmatically:**
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| Method | Endpoint | Description |
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|--------|----------|-------------|
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| `POST` | `/api/api-tokens/` | Create a new token |
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| `GET` | `/api/api-tokens/` | List all your tokens |
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| `DELETE` | `/api/api-tokens/{id}` | Revoke a token |
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### Session Authentication
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Browser-based users authenticate via OAuth or local login. Session cookies are set
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automatically and used for subsequent requests:
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```bash
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curl -X GET "http://<your-docuelevate-instance>/api/files" \
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@@ -1900,6 +1931,106 @@ Pass no `pipeline_id` query parameter (or omit it) to clear the assignment.
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```
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## API Tokens
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Personal API tokens allow programmatic access to the DocuElevate API without
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session cookies. Tokens are ideal for CI/CD pipelines, webhook integrations,
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and automation scripts.
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Each token is prefixed with `de_` for easy identification. Only a SHA-256 hash
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is stored server-side; the plaintext is returned exactly once at creation time.
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Usage tracking records when each token was last used and from which IP address.
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### POST /api/api-tokens/
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Create a new API token.
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**Request:**
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```json
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{
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"name": "CI Pipeline"
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}
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```
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**Response (201 Created):**
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```json
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{
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"id": 1,
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"name": "CI Pipeline",
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"token_prefix": "de_Ab3xY7kL",
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"token": "de_Ab3xY7kLmN9pQrStUvWxYz0123456789abcdef",
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"is_active": true,
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"last_used_at": null,
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"last_used_ip": null,
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"created_at": "2026-03-08T12:00:00Z",
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"revoked_at": null
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}
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```
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> **Important:** The `token` field is only included in the creation response.
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> Copy it immediately — it will not be shown again.
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### GET /api/api-tokens/
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List all tokens for the authenticated user. The full token value is never included.
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**Response (200):**
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```json
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[
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{
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"id": 1,
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"name": "CI Pipeline",
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"token_prefix": "de_Ab3xY7kL",
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"is_active": true,
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"last_used_at": "2026-03-08T15:30:00Z",
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"last_used_ip": "203.0.113.42",
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"created_at": "2026-03-08T12:00:00Z",
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"revoked_at": null
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}
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]
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```
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### DELETE /api/api-tokens/{token_id}
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Revoke a token. The token is soft-deleted (kept for audit purposes) and can no
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longer be used for authentication.
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**Response (200):**
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```json
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{
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"detail": "Token revoked"
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}
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```
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### Using API Tokens
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Include the token in the `Authorization` header of any API request:
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```bash
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# Upload a document
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curl -X POST "http://your-instance/api/files/ui-upload" \
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-H "Authorization: Bearer de_your_token_here" \
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-F "file=@/path/to/document.pdf"
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# List files
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curl -X GET "http://your-instance/api/files" \
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-H "Authorization: Bearer de_your_token_here"
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```
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**Python example:**
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```python
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import requests
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response = requests.post(
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"http://your-instance/api/files/ui-upload",
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headers={"Authorization": "Bearer de_your_token_here"},
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files={"file": open("document.pdf", "rb")},
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)
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print(response.json())
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```
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## Further Assistance
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For additional help with the API, please contact our support team or refer to the [Development Guide](../CONTRIBUTING.md).
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@@ -165,6 +165,7 @@ The **Integrations** page (`/integrations`) provides a unified view of all your
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- **Email Forward** — recipient email address
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- **Watch Folder** — folder path
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- **Paperless NGX** — URL and API token
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- **Webhook** — no configuration needed; the form shows a quick-start guide with sample `curl` and Python snippets for uploading documents via the API
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5. Click **Test Connection** to verify the settings before saving.
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6. Click **Save** to persist the integration.
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@@ -193,6 +194,52 @@ DocuElevate can poll an FTP or SFTP directory for new files. Enable this with `F
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See [Configuration Guide — Watch Folder Ingestion](ConfigurationGuide.md#watch-folder-ingestion) for full setup instructions.
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### Webhook Ingestion (API Upload)
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Webhook integrations allow external systems to push documents directly into DocuElevate
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via the REST API. Instead of DocuElevate polling for new files, **your application sends
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files to DocuElevate** using an HTTP request with an API token for authentication.
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This is ideal for:
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- **CI/CD pipelines** — upload build artifacts or generated reports
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- **Scanner integrations** — push scanned documents from network scanners
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- **Automation scripts** — send documents from any system with HTTP support
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To set up webhook ingestion:
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1. Go to **Integrations** and add a new **Source → Webhook** integration.
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The integration form shows copy-ready code snippets.
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2. Go to **API Tokens** (in your user menu) and create a personal API token.
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3. Use the token to upload documents:
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```bash
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curl -X POST "https://your-instance/api/files/ui-upload" \
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-H "Authorization: Bearer de_your_token_here" \
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-F "file=@/path/to/document.pdf"
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```
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See the [API Documentation](API.md#api-tokens) for detailed API token management.
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### API Tokens
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API tokens provide secure, programmatic access to the DocuElevate API. Each user
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can create multiple tokens, each with a descriptive name.
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**Features:**
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- **Multiple tokens** — create separate tokens for different scripts or integrations
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- **Usage tracking** — see when each token was last used and from which IP address
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- **Revocation** — instantly disable a compromised token without affecting others
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**Managing tokens:**
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1. Click your avatar in the top navigation and select **API Tokens**, or go to `/api-tokens`.
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2. Enter a descriptive name and click **Create Token**.
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3. Copy the token immediately — it is shown only once.
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4. To revoke a token, click **Revoke** next to it in the token list.
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> **Security tip:** Create a dedicated token for each integration and revoke it
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> immediately if compromised. Never share tokens or commit them to source control.
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## Managing Documents
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The **Files** page provides access to all processed documents:
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