Add a configurable switch to control which attachment types are ingested
via IMAP. Images are excluded by default; office files and PDFs are ingested.
- Add global `IMAP_ATTACHMENT_FILTER` config setting (default: `documents_only`)
- Add `attachment_filter` column to `UserImapAccount` model for per-user override
- Migration 032 adds the column to `user_imap_accounts` table
- Update `fetch_attachments_and_enqueue()` to respect filter (documents_only/all)
- Update `pull_inbox()`, `_pull_user_imap_accounts()`, and
`_pull_user_integration_imap()` to pass the resolved filter
- Update IMAP accounts API (schemas, create/update handlers, response serializer)
- Update IMAP accounts UI to show attachment filter dropdown in modal and
display filter badges on account cards
- Add 6 new tests covering attachment filter behaviour
- Update ConfigurationGuide.md, EmailIngestion.md, and .env.demo
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
Merge main branch into compliance templates feature branch.
Main had advanced with migrations 027-030 (ensure_shared_links,
audit_logs, user_language_preference, mobile_devices) since this
branch forked. Our compliance migration was 027 with down_revision
026, which conflicted with main's 027_ensure_shared_links_table.
Changes:
- Merge main (including i18n, audit logs, mobile, GraphQL features)
- Resolve conflicts in app/api/__init__.py, app/models.py, tests/conftest.py
- Rename 027_add_compliance_templates → 031_add_compliance_templates
- Rechain: down_revision 026_add_scheduled_jobs → 030_add_mobile_devices
- Add ComplianceTemplate to migrations/env.py imports
- Alembic now has single head: 031_add_compliance_templates
- Fix detect_language() to safely handle unhashable session values and
requests missing cookies/headers attributes (TypeError + AttributeError)
- Add default English `_()` translation function to Jinja2 template
environment globals so error pages always have it available
- Fix app/main.py exception handlers to use a dedicated error templates
instance with `_` registered, keeping it separate from view templates
to avoid test patches breaking error rendering
- Fix app/views/plans.py to import shared templates from app.views.base
instead of creating its own Jinja2Templates instance
- Make migration 029_add_user_language_preference idempotent: skip
ALTER TABLE if user_profiles table does not exist
- Update test_i18n.py expectations to reflect 31 supported languages
- Create 21 missing translation files (nb, da, sv, fi, is, ga, lb, ca,
cs, sk, hu, sl, hr, ro, bg, el, et, lv, lt, tr, uk) with English
placeholder translations
- Update de.json with 117 missing translation keys including proper
German translations
- Update es, fr, it, nl, pl, pt, ru, zh translation files with missing
keys using English fallbacks
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
- Resolve conflict in app/api/__init__.py (keep both audit_logs_router and i18n_router)
- Incorporate AuditLog model, audit_service, audit_logs API/views from main
- Relink migration from 026→027 to 028→029 (chain after 028_add_audit_logs)
- Update migrations/env.py with full model import list from main
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
- Create i18n utility module (app/utils/i18n.py) with translation loading,
browser language detection, AI fallback, and l10n helpers
- Add JSON translation files for EN, DE, FR, ES, IT, PT, NL, PL, ZH, RU
- Add preferred_language column to UserProfile model with migration
- Register _() translation function as Jinja2 global
- Update base.html with translated navigation, footer, cookie notice
- Add language selector dropdown in nav bar (desktop + mobile)
- Create API endpoints for language preference (POST/GET /api/i18n/)
- Support language detection: user profile > cookie > Accept-Language > default
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
Two migration files (025_add_shared_links and 025_add_user_notifications)
both had down_revision pointing to 024_add_api_tokens, creating multiple
migration heads. This caused alembic stamp/upgrade head to fail with
'Multiple heads are present; please specify a single target revision'
whenever init_db() ran (e.g. in TestClient fixtures).
Fix: chain 025_add_user_notifications from 025_add_shared_links so the
migration history is linear:
024_add_api_tokens → 025_add_shared_links → 025_add_user_notifications
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
- Add SharedLink model with token, expiry, view limit, password hash
- Add migration 025_add_shared_links
- Add API endpoints: create, list, revoke (auth) + public info/download
- Add management UI at /shared-links with revoke controls
- Add public share landing page at /share/{token}
- Add Share button on file_view.html
- Add Shared Links to user dropdown in common.js
- Write 35 unit tests covering all scenarios
- Update UserGuide.md with sharing documentation
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)
- Add `is_complimentary` column to UserProfile model (migration 019)
- Update `_ensure_user_profile` to accept `is_admin` param; admins get
highest subscription tier, is_complimentary=True, onboarding skipped
- Call `_ensure_user_profile` from all login paths (OAuth, local user, admin creds)
- Add `is_complimentary` to UserProfileUpsert schema, response helpers,
list_users, get_user, upsert_user_profile in admin API
- Add complimentary toggle to admin users UI with gift badge in table
- Write 18 new tests covering complimentary plan and admin auto-creation
- Update SubscriptionTiers.md documentation
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>
- 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>
- Extract _get_user_id into shared auth.get_current_user_id() used by both
pipelines API and the assign-pipeline endpoint in files API
- Fix aria-live attribute: use two separate static containers (polite/assertive)
instead of dynamic Alpine.js binding for correct screen reader announcements
- Fix migration comment to accurately describe batch-mode FK creation
- Remove redundant tags parameter from reorder endpoint decorator
- Rename _make_file test helper to _make_test_file_record for clarity
- Update docs/UserGuide.md and docs/API.md with full Pipelines reference
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
- Add Pipeline and PipelineStep models with user-specific ownership
- Add pipeline_id FK column to FileRecord
- Migration 017_add_pipelines (batch mode for SQLite FK compat)
- Pipeline CRUD API at /api/pipelines with step management endpoints
- Reorder steps PUT endpoint placed before parameterised {step_id} routes
- POST /api/files/{id}/assign-pipeline for per-file pipeline assignment
- Admin-only POST /api/pipelines/admin/system for system-level pipelines
- Management UI at /pipelines (Jinja2 + Alpine.js + Tailwind)
- Pipelines link added to desktop and mobile navigation
- 41 new tests in tests/test_api_pipelines.py (all passing)
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>
- 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 UserProfile model (app/models.py) with per-user settings: display_name, daily_upload_limit, notes, is_blocked
- Add Alembic migration 013_add_user_profiles for the new table
- Add REST API at /api/admin/users/ with list, get, upsert (PUT), delete endpoints (admin-only)
- Add HTML template admin_users.html with Alpine.js: filterable user list, paginated table, edit/create modal, delete confirmation modal
- Add view handler at /admin/users (admin-only redirect guard)
- Register routers in app/api/__init__.py and app/views/__init__.py
- Add 'Users' link to admin nav dropdown in base.html (desktop + mobile)
- Add 27 tests covering auth, list, get, upsert, delete, and model constraints
- Register UserProfile in conftest.py model imports
- Document new endpoints in docs/API.md
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>
- Replace bare Exception catches with sa.exc.OperationalError in migration 007
- Use ScriptDirectory.get_heads() for dynamic revision ID assertions in tests
- Make migration count assertion flexible (>= 8 instead of == 8)
- Rewrite pending migrations test to actually test upgrade from revision 006
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
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