- 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>
Both sets of UserProfile columns are retained:
- is_complimentary (from main, migration 019_add_is_complimentary)
- subscription_change_pending_tier / subscription_change_pending_date
(our branch, renamed to migration 020_add_subscription_change_pending
with down_revision updated to chain after 019_add_is_complimentary)
Resolve conflicts in app/auth.py and app/api/admin_users.py:
- auth.py: combine admin-aware profile creation (from main, adding
is_complimentary/highest-tier defaults for admins) with signup
notification/webhook (from our branch). Admin users skip the
signup notification since they are the ones being notified.
- admin_users.py: combine is_complimentary assignment (from main)
with tier_changed/new_tier tracking variables (from our branch)
to fire plan-change notifications when an admin updates a user.
- 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>
- 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>
- Rewrite taglines and feature lists for all four tiers with
concrete, use-case-driven copy (freelancers, knowledge workers,
power users — no team or enterprise framing)
- Rename 'Business' display name to 'Power' (plan_id stays
'business' for backwards DB compatibility)
- Replace 'enterprise' language in pricing page hero with
'per person, per month' copy
- Swap fa-building icon for fa-bolt on the Power tier
- Fix support level for Power tier to 'Priority' (was 'Dedicated')
- Update docs/SubscriptionTiers.md with new names, table, and
intended-use-case section
- Add test_business_tier_display_name_is_power assertion
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
- Merge main (pipelines feature) into branch, resolving conflicts in
app/api/__init__.py and app/views/__init__.py by keeping all routers
(onboarding + billing from our branch, pipelines from main)
- Fix migration 018 down_revision to depend on both 017_add_onboarding_fields
and 017_add_pipelines (Alembic multi-head merge pattern)
- Fix test_auth_module.py: add multi_user_enabled=False to three admin-auth
tests that call auth() directly without FastAPI DI
- Add missing SETTING_METADATA entries for allow_local_signup and all five
Stripe config keys (fixes test_all_config_settings_have_metadata)
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
- Use astimezone() instead of replace() for timezone conversion in is_token_expired
- Log cleanup exceptions with logger.exception() in signup
- Add security warning when STRIPE_WEBHOOK_SECRET is not configured
- Increase Stripe price ID column length from 64 to 128 characters
- Replace alert() with aria-live assertive region in pricing.html
- Convert auth() login tests to use pytest.mark.asyncio and await
Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
- app/utils/subscription.py: add Any type annotation to _scalar_count()
query parameter (mypy no-untyped-def error at line 316)
- frontend/templates/admin_plans.html: remove empty <div></div> at line 344
(djlint H020 empty tag pair error)
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
- Add SubscriptionPlan model and subscription_plans table (migration 015)
- Add billing cycle/period/allow_overage fields to UserProfile (migration 016)
- Add subscription_overage_percent config field (replaces overage_factor)
- Rewrite check_upload_allowed: use overage_percent, yearly carry-over, no daily cap
- Add seed_default_plans(), _plan_to_dict(), get_year_file_count(), _months_elapsed()
- Update get_tier/get_all_tiers to be DB-first with TIER_DEFAULTS fallback
- Add TIER_DEFAULTS alias (TIERS kept for backward compat)
- New /api/plans/ CRUD endpoints (admin-only except list/get)
- New /admin/plans Plan Designer page with Alpine.js UI
- Add Plan Designer link to admin navigation in base.html
- Remove 'Files per day' row from pricing comparison table
- Add billing cycle + period start to admin users edit modal
- Seed default plans on startup in lifespan handler
- Rewrite docs/SubscriptionTiers.md with full plan/overage/API docs
- Fix all tests in test_subscription.py (remove daily cap tests, add overage/carry-over tests)
Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
- Use shared _require_admin from admin_users in subscriptions API endpoint
- Remove unnecessary Alpine.js hidden-div workaround in pricing.html
- Replace fragile string replace for OCR page count with proper Jinja {:,} format
- Improve comment wording in upload quota cleanup code
- Extract _scalar_count() helper in subscription.py to reduce repetition
- Add aria-valuemin='0' to all progressbar elements in subscription/index templates
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
- Add Free / Starter / Professional / Business tiers with lifetime, daily, and monthly
file limits (app/utils/subscription.py)
- Add subscription_tier column to UserProfile model + migration 014
- Enforce quotas at upload time (HTTP 402 on violation) in /api/ui-upload
- New REST API: GET /api/subscriptions/tiers, /my, /platform (admin)
- New pages: /pricing (marketing, public) and /subscription (per-user status)
- Enhanced dashboard: SaaS stats (files today/month, OCR count, active users)
in multi-user mode; original single-user layout preserved
- Admin users page: show Plan badge, allow tier editing via dropdown
- Navigation: add Pricing link + subscription icon in user header
- Tests: 23 unit tests for subscription tier logic
- Docs: docs/SubscriptionTiers.md
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
- Add "DB Wizard" link button to settings page header
- Add help_link to database_url SETTING_METADATA pointing to /database-wizard
- Add help_link rendering in settings template for any setting with a help_link
- Fix SQLite whitespace path handling in build_connection_string
- Add dark mode CSS overrides for wizard template
- Add aria-describedby for all form inputs with help text
- Add prefers-reduced-motion media query for smooth scrolling
- Expand test coverage: 106 tests (up from 49)
- db_wizard.py: 100% coverage
- db_wizard view: 100% coverage
- database.py API: 97.37% coverage
- db_migrate.py: 96.60% coverage
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
- Add inline safety comment for noqa: S608 (table_name from inspect)
- Fix HTTPException detail to be a string (not dict)
- Add aria-label to migration progress bar
- Rename _noop to _NoOpContextManager in tests
- Add explanatory comment for zip(strict=False)
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
Add a guided database configuration wizard and a data migration tool that
allows users to:
- Build database connection strings through a step-by-step UI
- Test database connections before applying
- Preview and execute data migrations from SQLite to PostgreSQL/MySQL
- Copy to clipboard for easy .env file updates
New files:
- app/utils/db_wizard.py — connection string builder, parser, and tester
- app/utils/db_migrate.py — table-by-table data migration utility
- app/api/database.py — REST API endpoints for wizard operations
- app/views/db_wizard.py — view route for the wizard page
- frontend/templates/db_wizard.html — multi-tab wizard UI
- tests/test_db_wizard.py — unit tests for db_wizard utilities
- tests/test_db_migrate.py — unit tests for db_migrate utilities
- tests/test_db_wizard_api.py — integration tests for API and views
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
- Add EMBEDDING_MAX_TOKENS config (default 8000) for safe text truncation
- Use conservative 3 chars/token estimate (was 4) to prevent ContextWindowExceededError
- Add compute_embedding to REAL_MAIN_STEPS in both get_file_overall_status and get_step_summary
- Fix test_near_duplicates_returned to use pre-computed embeddings
- Update .env.demo and docs with EMBEDDING_MAX_TOKENS setting
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
- 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>
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>
redis.Redis.scan() returns a tuple at runtime but mypy infers
Awaitable[Any] from the generic ResponseT return type, causing
a "not iterable" error on tuple unpacking.
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
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>
- Add tags, sender, text_quality filters to search API and Meilisearch client
- Add sender and ocr_text_length to Meilisearch filterable attributes
- Expand saved search allowed filter keys to include q, document_type, language, sender, text_quality
- Add filters panel and saved searches UI to the Search view template
- Add tests for new search filters, saved search keys, and search view elements
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
Christian Krakau-Louis