Commit Graph

150 Commits

Author SHA1 Message Date
Christian Krakau-Louis db40e85856 Merge pull request #510 from christianlouis/copilot/extend-sql-backup-restore
feat(backup): extend backup/restore to PostgreSQL and MySQL/MariaDB
2026-03-08 12:02:17 +01:00
Christian Krakau-Louis da47283e0a Merge pull request #513 from christianlouis/copilot/fix-email-template-issue
fix(email): create missing email template and decouple delivery SMTP from auth SMTP
2026-03-08 11:58:40 +01:00
copilot-swe-agent[bot] ff1310c23e fix(tasks): remove erroneous in_progress log that regressed finalize_document_storage status when PDF/A archival is enabled
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-08 10:10:46 +00:00
copilot-swe-agent[bot] 58c9b5d7f0 fix(email): create missing email template and decouple email destination settings
- Create app/templates/email/default.html (fixes 'default.html not found' error)
- Add DEST_EMAIL_* settings to app/config.py (decoupled from shared EMAIL_* settings)
- Update upload_to_email task to use dest_email_* settings exclusively
- Update _should_upload_to_email() to check dest_email_* settings
- Update config validator, providers, and settings_service for dest_email_*
- Update .env.demo and docs/ConfigurationGuide.md
- Update all tests to use dest_email_* settings where appropriate"

Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-08 10:10:18 +00:00
copilot-swe-agent[bot] a0f5ba1799 feat(backup): extend backup and restore to PostgreSQL and MySQL/MariaDB
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-08 09:56:58 +00:00
Christian Krakau-Louis bd9da65511 Merge pull request #504 from christianlouis/copilot/add-watch-folder-support 2026-03-08 10:05:10 +01:00
copilot-swe-agent[bot] 2dd1ca0197 feat(backup): add database backup/restore with scheduled retention and admin dashboard
- Add BackupRecord model for tracking backup archives
- Add migration 021_add_backup_records
- Add backup configuration settings (backup_enabled, backup_dir, backup_remote_destination, backup_remote_folder, backup_retain_hourly/daily/weekly)
- Add backup_tasks.py with create_backup, cleanup_old_backups, and helpers
- Register hourly/daily/weekly Celery beat schedules
- Add /api/admin/backup/* REST endpoints (list, create, download, restore, delete, cleanup)
- Add /admin/backup dashboard view and template
- Add backup link to admin dropdown navigation in base.html
- Add backup settings to SETTING_METADATA in settings_service.py
- Add comprehensive test suite (39 tests passing)

Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-07 22:03:27 +00:00
copilot-swe-agent[bot] 9a9efae19e feat(watch-folders): add cloud provider watch folders (Dropbox, Drive, OneDrive, Nextcloud, S3, WebDAV)
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-07 21:22:33 +00:00
copilot-swe-agent[bot] bdb67de5cb feat(watch-folders): add local/FTP/SFTP watch folder ingest with settings, tasks, tests, docs
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-07 21:06:42 +00:00
copilot-swe-agent[bot] 72f96e3c02 fix(subscriptions): address code review feedback
- Fix platform-specific %%-d format → use .day and .year directly in templates and messages
- Fix Tailwind JIT dynamic class interpolation → use static class variables in showFlash()
- Fix Jinja pending_date rendering → use .strftime('%B') + .day + .year
- Add aria-atomic=true to flash container for full screen-reader announcements
- Move SessionLocal() creation inside try block in Celery task for proper session management

Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-07 20:18:10 +00:00
copilot-swe-agent[bot] 231f983429 feat(subscriptions): add subscription change management with upgrade/downgrade scheduling
- Add subscription_change_pending_tier and subscription_change_pending_date fields to UserProfile
- Create migration 019_add_subscription_change_pending
- Add apply_pending_subscription_changes(), request_subscription_change(), cancel_pending_subscription_change() utilities
- Add POST /api/subscriptions/change and DELETE /api/subscriptions/change endpoints
- Update GET /api/subscriptions/my to apply pending changes and return pending change info
- Update subscription view to apply pending changes and pass period_start + pending info
- Update subscription.html: per-tier action buttons (upgrade/downgrade/cancel), pending-change banner, period start date
- Add Celery daily task apply_pending_subscription_changes_all at 00:05 UTC
- Add 19 new tests covering all new utility functions and API endpoints

Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-07 20:14:12 +00:00
copilot-swe-agent[bot] 575b4e088e fix(views): resolve mypy TemplateResponse typing and owner fallback
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-06 10:47:46 +00:00
copilot-swe-agent[bot] 5722252dcb feat(multi-user): add unclaimed doc visibility, claim/assign-owner endpoints, default_owner_id
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-05 21:22:51 +00:00
copilot-swe-agent[bot] 71f437e43a feat(multi-user): add multi-user feature flag, owner_id model field, and user-scoped queries
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-05 11:26:24 +00:00
github-actions[bot] fea8f5c0de style: apply ruff auto-fix
- Auto-formatted code with ruff format
- Applied ruff linting fixes with --fix

Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2026-03-02 15:26:48 +00:00
Christian Krakau-Louis 8fee5c8d0b Merge branch 'main' into copilot/add-pdfa-export-option 2026-03-02 16:26:31 +01:00
copilot-swe-agent[bot] 144a90fa73 fix(pdfa): address code review - validate pdfa_format, add S3 comment, add format test
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-02 14:01:26 +00:00
copilot-swe-agent[bot] a03b3af933 feat(pdfa): add FreeTSA timestamping, per-provider folder overrides, individual upload toggles
- Add RFC 3161 timestamping via FreeTSA (PDFA_TIMESTAMP_ENABLED, PDFA_TIMESTAMP_URL)
- Replace PDFA_UPLOAD_TO_PROVIDERS with individual PDFA_UPLOAD_ORIGINAL and PDFA_UPLOAD_PROCESSED
- Add PDFA_UPLOAD_FOLDER setting for per-provider subfolder configuration
- Add GOOGLE_DRIVE_PDFA_FOLDER_ID for Google Drive-specific folder override
- Add folder_override parameter to all 8 folder-using upload tasks
- Add folder_overrides dict parameter to send_to_all_destinations
- Add _compute_pdfa_folder_overrides() and _timestamp_file() helpers
- Expand tests to 26 (timestamping, folder overrides, individual toggles)
- Update docs/ConfigurationGuide.md and .env.demo

Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-02 13:55:34 +00:00
copilot-swe-agent[bot] 55543be3b0 fix(similarity): address code review - column-only queries, configurable batch size, WCAG touch targets
- Use column-only query in embeddings overview to reduce memory for 100K+ files
- Add embedding_backfill_batch_size config setting (default 50)
- Fix WCAG touch target on backfill button (min-height/min-width 44px)
- Add inline comment explaining 3 chars/token truncation estimate
- Import settings in compute_embedding task for configurable batch size

Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-02 13:39:10 +00:00
copilot-swe-agent[bot] eea99eb01d feat(pdfa): add PDF/A archival conversion using ocrmypdf
- Add ENABLE_PDFA_CONVERSION, PDFA_FORMAT, PDFA_UPLOAD_TO_PROVIDERS config settings
- Add original_pdfa_path and processed_pdfa_path columns to FileRecord model
- Create Alembic migration 011_add_pdfa_paths
- Create app/tasks/convert_to_pdfa.py Celery task using ocrmypdf + Ghostscript
- Integrate PDF/A conversion into finalize_document_storage pipeline
- Add comprehensive unit tests (15 tests)
- Update .env.demo and docs/ConfigurationGuide.md

Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-02 13:35:13 +00:00
copilot-swe-agent[bot] c724b8d83a feat(similarity): add similarity pairs dashboard, step tracking, and fix tests for pre-computed embeddings
- Add GET /api/similarity/pairs endpoint for corpus-wide pair discovery
- Add /similarity view route and similarity_dashboard.html template
- Add Similarity link to desktop and mobile nav menus
- Register compute_embedding as a tracked FileProcessingStep
- Update compute_embedding task with update_step_status calls
- Add compute_embedding to flow visualization in _compute_processing_flow
- Add backfill_missing_embeddings periodic beat task (every 5 min)
- Return clear message when embedding not yet computed in similar docs API
- Fix all tests to use pre-computed embeddings (no lazy API calls)
- Add tests for similarity pairs, backfill task, and embedding-not-computed

Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-02 13:12:59 +00:00
copilot-swe-agent[bot] 8d7c8e7c4e feat(similarity): add embedding pipeline, debug endpoints, backfill task, and scalable similarity search
- Add embedding_model config setting (replaces hardcoded text-embedding-3-small)
- Add compute_document_embedding Celery task for ingestion-time embedding
- Chain embedding task into finalize_document_storage pipeline
- Add backfill_missing_embeddings periodic task (every 5 min) for legacy files
- Add debug API endpoints: embedding-status, compute-embedding, diagnostic/embeddings, diagnostic/compute-all-embeddings
- Refactor find_similar_documents to only use pre-computed embeddings (no lazy API calls)
- Use yield_per(500) and column-only queries for 100K+ scale
- Add embedding status indicator and recompute button in file detail UI

Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-02 13:01:57 +00:00
copilot-swe-agent[bot] e60914127c feat(webhooks): add webhook support for external integrations
Add WebhookConfig model, CRUD API endpoints, HMAC-SHA256 signed delivery,
and Celery-based async dispatch with retry/backoff for document events
(document.uploaded, document.processed, document.failed).

Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-01 20:42:57 +00:00
copilot-swe-agent[bot] 5ff7b72a80 feat(tasks): add retry logic with exponential backoff and jitter
- Rewrite app/tasks/retry_config.py with compute_countdown() function
  implementing per-retry delays with ±20% jitter (default: 60s, 300s, 900s)
- Add BaseTaskWithRetry.retry() override to inject proper countdown
- Add OcrTaskWithRetry (120s, 600s, 1800s) for OCR/AI tasks
- Add UploadTaskWithRetry for cloud-storage upload tasks
- Add config settings: TASK_RETRY_MAX_RETRIES, TASK_RETRY_DELAYS, TASK_RETRY_JITTER
- Update process_with_ocr and process_with_azure tasks to use OcrTaskWithRetry
- Update all 11 upload tasks to use UploadTaskWithRetry
- Add 38 unit tests in tests/test_retry_config.py
- Update docs/ConfigurationGuide.md and .env.demo

Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-01 17:37:41 +00:00
copilot-swe-agent[bot] f8c5dd539d feat(imap): add IMAP_READONLY_MODE feature flag to safeguard shared mailboxes
When enabled, IMAP processing will fetch and process attachments but
will NOT modify the mailbox state (no starring, labeling, deleting,
or flag changes). This allows preprod instances to safely share a
Gmail inbox with production without interfering with production
email processing.

Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-01 14:28:51 +00:00
copilot-swe-agent[bot] 83c3405c98 feat: persist ocr_quality_score and use it for numeric filtering
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-01 13:46:43 +00:00
copilot-swe-agent[bot] 2c55f076be fix(tasks): resolve files stuck in Pending status despite completed processing
The status calculation required ALL steps to be explicitly marked as
success/skipped before a file could be "completed". This failed for
dynamic pipelines where:

1. check_for_duplicates was logged before the file record existed (no
   file_id), so its FileProcessingStep was never updated from "pending"
2. extract_text was not marked as "skipped" for non-PDF files that go
   through PDF conversion first

Fix:
- Move check_for_duplicates success log to after initialize_file_steps()
  with the correct file_id so the step actually gets updated
- Mark extract_text as "skipped" for non-PDF files
- Add terminal-step fallback: if send_to_all_destinations is "success",
  the file is "completed" even if intermediate steps remain "pending"
  (handles any other dynamic pipeline edge cases)

Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-02-27 16:38:10 +00:00
copilot-swe-agent[bot] e6dd39c27d fix(status): prevent false Completed status when mandatory pipeline steps have not run
Add a terminal-step guard (send_to_all_destinations) to all status
calculation paths so that files are only marked Completed once the
entire processing pipeline has been recorded.

- get_file_overall_status: require TERMINAL_STEP to be present
- get_files_processing_status: same guard for bulk status
- get_step_summary: count missing terminal step as queued so
  total_main_steps > main_completed when pipeline is incomplete
- apply_status_filter: SQL sub-query requires terminal step for
  completed filter
- process_document: call initialize_file_steps after creating a new
  file record so all mandatory steps are pre-created as pending

Define TERMINAL_STEP constant in step_manager.py and reference it in
file_status.py and file_queries.py to avoid magic strings.

Tests updated: add send_to_all_destinations to completed-file
fixtures; add test verifying initialize_file_steps is called for
new files.

Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-02-27 00:51:14 +00:00
copilot-swe-agent[bot] a05690bd5f feat(upload): adaptive 429 backoff, full Gotenberg file types, directory traversal
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-02-26 23:24:26 +00:00
copilot-swe-agent[bot] a08bfb9f1a feat(helm): add Helm chart for Kubernetes deployment and update DeploymentGuide
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-02-25 13:31:54 +00:00
copilot-swe-agent[bot] ff96340154 fix(config): default meilisearch_url to http://meilisearch:7700 for Docker/K8s service discovery
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-02-25 13:27:09 +00:00
copilot-swe-agent[bot] 89d5df71c8 feat(ocr): fine-tune OCR quality criteria with stricter threshold and head-to-head comparison
- Raise quality acceptance threshold from 65→85 (configurable via TEXT_QUALITY_THRESHOLD)
- Reject text with significant issues (excessive_typos, garbage_characters,
  incoherent_text, fragmented_sentences) even when score is above threshold
  (configurable via TEXT_QUALITY_SIGNIFICANT_ISSUES)
- Add compare_text_quality() for AI-powered head-to-head comparison of
  original embedded text vs fresh OCR output
- Update process_document to pass original text to OCR task for comparison
- Update process_with_ocr to run comparison and keep the higher-quality text
- Add new settings to settings_service.py metadata
- Update docs/ConfigurationGuide.md with new settings
- Add comprehensive tests for new threshold and comparison logic

Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-02-25 13:03:21 +00:00
copilot-swe-agent[bot] 37a3f7aae7 fix(ocr): sync workflow steps with process_with_ocr replacing legacy azure step
- Update _compute_processing_flow to recognize process_with_ocr as the OCR
  stage and remap legacy process_with_azure_document_intelligence log entries
  for backward compatibility
- Normalize legacy OCR step name in _compute_step_summary log fallback
- Add process_with_ocr to REAL_MAIN_STEPS/REAL_STEPS in step_manager,
  file_status, and file_queries (keeping legacy name for old DB entries)
- Update retry logic in api/files.py to retry failed OCR via process_with_ocr
  (handles both step names as aliases)
- Fix process_document.py to log process_with_ocr as skipped (not azure step)
  for the local text extraction path

Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-02-24 22:22:06 +00:00
copilot-swe-agent[bot] b03bfb5e02 feat(ocr): add AI-based embedded text quality check with automatic OCR fallback
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-02-24 18:41:27 +00:00
copilot-swe-agent[bot] fec032643b feat(ocr): embed searchable text layer for providers without native PDF output
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-02-24 13:19:52 +00:00
github-actions[bot] 5ee3d8cd84 style: apply ruff auto-fix
- Auto-formatted code with ruff format
- Applied ruff linting fixes with --fix

Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2026-02-23 21:24:11 +00:00
copilot-swe-agent[bot] 1f843fe460 feat(ocr): add self-hosted OCR engine support (Tesseract, EasyOCR) with multi-provider cross-checking
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-02-23 20:59:43 +00:00
copilot-swe-agent[bot] 044da0ff47 feat: update all OpenAI/ChatGPT refs + settings dropdown for fixed-value fields
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-02-23 20:06:57 +00:00
copilot-swe-agent[bot] d4c7fb26ac feat: add AI provider abstraction layer with OpenAI, Azure, Anthropic, Gemini, Ollama, OpenRouter, LiteLLM support
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-02-23 19:26:45 +00:00
copilot-swe-agent[bot] f2eff3e2fb fix: return boolean values from _should_upload functions and fix test expectations
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-02-16 16:59:17 +00:00
copilot-swe-agent[bot] e6a4995a5c style: run ruff format on 6 files to fix formatting issues
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-02-13 22:39:34 +00:00
copilot-swe-agent[bot] bcf5f652fc style: fix linting issues in retry and metadata extraction code
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-02-13 21:07:23 +00:00
copilot-swe-agent[bot] 42d35c7c6f fix: handle file in processed directory when retrying embed_metadata_into_pdf
- Update _retry_pipeline_step to check for file in tmp, processed, and fallback locations
- Pass full path to extract_metadata_with_gpt instead of just basename
- Update extract_metadata_with_gpt to handle both basename and full path parameters
- Add test case for retrying when file is in processed directory

Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-02-13 21:06:20 +00:00
copilot-swe-agent[bot] defcf746ea fix: serialize dict to JSON in rotate_pdf_pages log_task_progress calls
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-02-13 20:54:34 +00:00
copilot-swe-agent[bot] aa077f2b6c fix: track TLS usage with variable instead of isinstance check
Replace isinstance(ftp, ftplib.FTP_TLS) with a boolean flag to avoid issues when FTP_TLS is mocked in tests. Also fix Google Drive test parameter passing.

Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-02-13 16:20:32 +00:00
copilot-swe-agent[bot] b42c6f5f64 fix: resolve all Ruff linting errors
- Fix PLW2901: Use different variable name for stripped lines in loop
- Fix E721: Use 'is' instead of '==' for type comparisons
- Add noqa comments for intentional security warnings (S321, S507, S110, S603)

Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-02-13 16:12:39 +00:00
copilot-swe-agent[bot] 4897cb6655 fix: apply Phase 1-2 correctness and constant extraction from PR #273
- Replace datetime.utcnow() with datetime.now(timezone.utc) in 4 files
- Extract duplicate literals to constants in 5 files
  - models.py: "files.id" → _FILES_ID_FK
  - upload_to_email.py: "logo.png" → _LOGO_FILENAME
  - general.py: "%B %d, %Y" → _DATE_DISPLAY_FORMAT
  - files.py: "File not found" → _FILE_NOT_FOUND
  - upload_to_google_drive.py: Google token URL → _GOOGLE_TOKEN_URL

Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-02-13 11:25:30 +00:00
copilot-swe-agent[bot] b03ebab747 chore: apply ruff formatting and fix whitespace issues
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-02-13 09:12:11 +00:00
copilot-swe-agent[bot] 43bc58770d refactor: consolidate linting tools into Ruff
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-02-13 09:10:52 +00:00
copilot-swe-agent[bot] ff9a3ff49f style: fix code formatting with black, isort, and flake8
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-02-12 03:21:41 +00:00