Commit Graph

187 Commits

Author SHA1 Message Date
copilot-swe-agent[bot] 34ff7f8de8 fix(docs): remove duplicate Further Assistance heading in API.md
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
Agent-Logs-Url: https://github.com/christianlouis/DocuElevate/sessions/cb62f012-3b69-4415-835e-3857ce3e9f45
2026-03-20 23:56:52 +00:00
copilot-swe-agent[bot] e518bce922 fix: merge main branch and renumber migration 037→040
Resolve all merge conflicts between our automation feature branch and
current main (v0.163.0, 920 commits ahead).

Conflicts resolved:
- app/api/__init__.py: add automation_router alongside main's new routers
  (classification_rules, qr_auth, sessions, system_reset)
- app/config.py: add main's new settings (dropbox_use_global_credentials,
  factory_reset_on_startup, enable_factory_reset)
- app/models.py: add main's new models (ClassificationRuleModel, UserSession,
  QRLoginChallenge, SharePoint integration type)
- app/utils/settings_service.py: merge automation_hooks_enabled with main's
  new metadata entries
- docs/API.md: merge automation API docs with main's classification rules docs
- docs/ConfigurationGuide.md: add factory reset settings
- tests/conftest.py: import both AutomationHook and new main models

Migration renumbered:
- 037_add_automation_hooks → 040_add_automation_hooks
- down_revision: 039_add_classification_rules (was 036_add_document_translation_fields)
- Chain: 036 → 037 → 038 → 039 → 040 (automation hooks)

For all non-automation files with conflicts, main's version was taken since
our branch did not modify those files (conflicts were from a stale prior merge).

Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
Agent-Logs-Url: https://github.com/christianlouis/DocuElevate/sessions/cb62f012-3b69-4415-835e-3857ce3e9f45
2026-03-20 23:54:04 +00:00
copilot-swe-agent[bot] 204000aabc fix: merge main branch and renumber migration 027→037
Resolve 3 merge conflicts and renumber the automation_hooks migration
to follow main's migration chain (036_add_document_translation_fields).

Conflicts resolved:
- app/api/__init__.py: add automation_router alongside main's new routers
- app/utils/settings_service.py: add automation_hooks_enabled alongside compliance_enabled
- tests/conftest.py: add AutomationHook alongside AuditLog/ComplianceTemplate imports

Migration renumbered:
- 027_add_automation_hooks → 037_add_automation_hooks
- down_revision: 026_add_scheduled_jobs → 036_add_document_translation_fields

Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-16 22:40:15 +00:00
copilot-swe-agent[bot] ce2a76fb77 fix(automation): register automation task in celery worker and add docs
- Import deliver_automation_hook_task in celery_worker.py
- Add Automation (Zapier / Make.com) section to docs/API.md
- Add AUTOMATION_HOOKS_ENABLED to docs/ConfigurationGuide.md

Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-09 23:59:15 +00:00
Christian Krakau-Louis 5fd3f0661b Merge pull request #577 from christianlouis/copilot/create-user-auth-workflow
fix(templates): remove orphan `</div>` in google_drive.html breaking HTML accessibility lint
2026-03-10 00:00:39 +01:00
copilot-swe-agent[bot] 0529ae53ff fix: 100% coverage, WCAG accessibility fixes, and documentation updates for per-user OAuth wizards
Test coverage:
- Add config=None branch test for dropbox, onedrive, google_drive views (100% coverage)
- Add WATCH_FOLDER source-type test (folder_path vs folder key)
- Add integration-not-found fallback-to-admin-mode test

WCAG 2.1 AA fixes:
- Add aria-labelledby="modalTitle" to role="dialog" modals in setup templates
- Add aria-hidden="true" to decorative SVGs in callback templates
- Add role="status" aria-label="Loading" to spinner divs
- Add aria-live="polite" to processing-message and success/folder-selection regions
- Add role="alert" aria-live="assertive" to error containers
- Update "Return to Setup" link to preserve integration_id in user mode

Docs: update DropboxSetup.md, GoogleDriveSetup.md, OneDriveSetup.md with per-user OAuth flow section

Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-09 20:19:19 +00:00
copilot-swe-agent[bot] 5bc1fac79c feat(tasks): add 5 additional scheduled jobs (expire_shared_links, prune_processing_logs, prune_old_notifications, backfill_missing_metadata, sync_search_index)
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-09 18:25:26 +00:00
copilot-swe-agent[bot] 8c62a6b714 test(integrations): add tests for gmail_apply_labels and cloud watch folder dispatch
docs(integrations): update UserGuide and ConfigurationGuide for new IMAP and Watch Folder features

Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-09 02:35:30 +00:00
Christian Krakau-Louis 0b9bba7158 Merge pull request #562 from christianlouis/copilot/refactor-dynamic-routing-user-destinations
fix(tasks): register upload_to_user_integration in Celery and add handler coverage
2026-03-09 01:05:36 +01:00
Christian Krakau-Louis e916001e08 Merge pull request #573 from christianlouis/copilot/fix-sentry-settings-startup
fix(sentry): initialize Sentry after DB settings load in lifespan
2026-03-09 00:46:36 +01:00
copilot-swe-agent[bot] 5864a4ed06 fix(sentry): initialize Sentry after DB settings are loaded in lifespan
Move init_sentry() from module level into the FastAPI lifespan context
manager, immediately after load_settings_from_db() completes. This
ensures that SENTRY_DSN and other Sentry settings configured via the
database admin UI are picked up on every restart.

Also update tests and docs accordingly.

Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-08 22:17:18 +00:00
Christian Krakau-Louis 201d7c8fdc Merge branch 'main' into copilot/add-document-sharing-feature 2026-03-08 23:12:27 +01:00
Christian Krakau-Louis 6376b6d73b Merge pull request #568 from christianlouis/copilot/add-multi-language-ocr-support
feat(ocr): per-pipeline language override for multi-language OCR
2026-03-08 23:11:41 +01:00
Christian Krakau-Louis 32db11f47f Merge pull request #571 from christianlouis/copilot/build-cli-tool-for-power-users
feat(cli): add `docuelevate` CLI tool for power users
2026-03-08 23:10:49 +01:00
Christian Krakau-Louis 0bd8b71438 Merge pull request #567 from christianlouis/copilot/build-notification-system
feat(notifications): per-user notification system with email, webhook, and in-app inbox
2026-03-08 23:10:27 +01:00
copilot-swe-agent[bot] 0f91b8bb7c feat(sharing): add document sharing with expiring links
- 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>
2026-03-08 21:51:30 +00:00
copilot-swe-agent[bot] a3fd74f117 feat(cli): add docuelevate CLI tool for power users
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-08 21:50:18 +00:00
copilot-swe-agent[bot] a2a4c6fc9a feat(ocr): add multi-language OCR support with per-pipeline language override
- Add OCR_LANGUAGES constant (28 languages, EN/DE/FR/ES/IT/PT/RU/ZH/JA/KO/AR/etc.)
- Add TESSERACT_TO_EASYOCR mapping for automatic code translation
- Add optional language constructor arg to TesseractOCRProvider/EasyOCRProvider
- Update get_ocr_providers() to accept and pass per-call language override
- Add language parameter to process_with_ocr Celery task
- Add _get_pipeline_ocr_language() helper to resolve OCR language from pipeline step config
- Update process_document to look up and pass pipeline OCR language to process_with_ocr
- Add ocr_language select config field (28 options) to pipeline OCR step schema
- Add language dropdown to pipeline UI (pipelines.html)
- Update docs/UserGuide.md and docs/API.md with language override documentation
- Add 27 new tests covering language constants, provider overrides, and pipeline lookup

Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-08 21:47:12 +00:00
copilot-swe-agent[bot] ae075908d1 docs: add per-user notification system documentation to ConfigurationGuide.md
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-08 21:44:54 +00:00
copilot-swe-agent[bot] 89bf07d2ef feat(tasks): dynamic routing to user-specific destination integrations
- Add app/tasks/upload_to_user_integration.py: new Celery task that
  uploads a processed document to a specific UserIntegration using its
  own per-user config and Fernet-decrypted credentials. Supports all
  DESTINATION types: Dropbox, S3, Google Drive, OneDrive, WebDAV,
  Nextcloud, FTP, SFTP, Paperless-ngx, Email (SMTP), and Rclone.

- Extend app/tasks/send_to_all.py: add send_to_user_destinations task
  (queries active DESTINATION UserIntegrations for an owner and
  dispatches one upload_to_user_integration task per integration) and
  get_user_destination_count helper used by finalize_document_storage.

- Refactor app/tasks/finalize_document_storage.py: after processing,
  look up the document owner; if the owner has active DESTINATION
  integrations route exclusively to those (user-specific routing),
  otherwise fall back to the global send_to_all_destinations.

- Update tests/test_finalize_storage.py: add autouse fixture to prevent
  Redis hangs, update all existing tests with new mock parameters, add
  TestFinalizeDocumentStorageUserRouting class with four new tests that
  validate user-specific vs global routing decisions.

- Add tests/test_user_integration_upload.py: 14 new unit tests covering
  upload_to_user_integration (handler dispatch, error persistence,
  last_used_at update, credential decryption, skip for unknown types)
  and send_to_user_destinations / get_user_destination_count.

- Update docs/StorageArchitecture.md: document the user-specific
  destination routing feature, supported types, multiple-destination
  behaviour, and global fallback semantics.

Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-08 21:24:14 +00:00
Christian Krakau-Louis caf860dd10 Merge pull request #565 from christianlouis/copilot/add-sentry-integration
feat(observability): integrate Sentry for error tracking and performance monitoring
2026-03-08 22:24:13 +01:00
copilot-swe-agent[bot] 58af9e5a29 feat(observability): add Sentry error and performance monitoring integration
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-08 21:09:17 +00:00
copilot-swe-agent[bot] 6d533aae33 feat(ci): integrate Codecov for test coverage analysis and reporting
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-08 21:00:57 +00:00
Christian Krakau-Louis 8faf164e9e Merge pull request #560 from christianlouis/copilot/add-webhook-snippet-and-api-tokens
fix(security): resolve CodeQL clear-text logging and weak hashing alerts
2026-03-08 21:42:28 +01:00
Christian Krakau-Louis 1ce9e97ad0 Merge pull request #559 from christianlouis/copilot/refactor-multi-tenant-polling-engine
feat(tasks): Multi-tenant polling engine for IMAP and watch folder ingestion
2026-03-08 20:23:04 +01:00
copilot-swe-agent[bot] a9829598c5 docs: add API tokens and webhook ingestion documentation
Update API.md with API token management endpoints, usage examples,
and authentication guide. Update UserGuide.md with webhook ingestion
and API tokens sections.

Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-08 18:53:51 +00:00
copilot-swe-agent[bot] fc453be71f docs(config): document per-user IMAP and watch folder integration polling
Update ConfigurationGuide.md to document:
- Per-user IMAP integrations via the Integrations dashboard
- Per-user watch folder integrations with path traversal protection
- Updated unclaimed documents section to clarify attribution behavior

Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-08 18:50:49 +00:00
copilot-swe-agent[bot] 209e82f7e5 feat(support): auto-fill Zammad chat and ticket widgets with user context
Pass authenticated user's name, email, and username to Zammad form
and chat widgets. For the ticket form: pre-fill name/email fields
and append a User Context metadata block to the ticket body via
$.ajaxPrefilter. For the chat widget: pass name/email to the
ZammadChat constructor.

Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-08 18:27:14 +00:00
Christian Krakau-Louis f714a9ed31 Merge pull request #556 from christianlouis/copilot/feature-universal-dashboard
feat(ui): Universal Sources & Destinations integrations dashboard
2026-03-08 19:08:11 +01:00
Christian Krakau-Louis 58733d6450 Merge pull request #555 from christianlouis/copilot/restructure-help-page
feat(help): replace MkDocs redirect with user-facing Help Center + Zammad integration
2026-03-08 18:58:02 +01:00
copilot-swe-agent[bot] e27bacee3b refactor(ui): address code review - optimize queries, extract helpers, improve error handling
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-08 17:40:23 +00:00
copilot-swe-agent[bot] af3eed4040 feat(help): restructure /help as user-facing Help Center with Zammad integration
- Replace MkDocs redirect with a branded, SEO-optimised Help Center template
- Add sections: Quick Start, Sources, Destinations, Workflows, FAQ, Support
- Integrate optional Zammad live-chat widget and ticket form
- Add config settings: ZAMMAD_URL, ZAMMAD_CHAT_ENABLED, ZAMMAD_CHAT_ID,
  ZAMMAD_FORM_ENABLED, SUPPORT_EMAIL
- Move MkDocs developer docs from /help to /developer-docs
- Move interactive API docs (Swagger/ReDoc) to /admin/api-docs and /admin/api-redoc
- Add API Docs and Developer Docs links to Admin menu (desktop + mobile)
- Update navigation Help link from /help/ to /help
- Update .env.demo with Zammad configuration examples
- Document new settings in docs/ConfigurationGuide.md
- Rewrite tests to cover new Help Center behaviour

Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-08 17:25:34 +00:00
Christian Krakau-Louis a7a807bb11 Merge pull request #551 from christianlouis/copilot/verify-stripe-billing-implementation
fix(billing): cast SQLAlchemy Column[str] to str to resolve mypy typeddict-item error
2026-03-08 18:11:58 +01:00
copilot-swe-agent[bot] 71350f2ad6 docs(api): add integrations quota enforcement and test endpoint documentation
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-08 15:54:45 +00:00
copilot-swe-agent[bot] 223539bebb feat(billing): expose Stripe price IDs in plan API, add Stripe Setup Wizard and sync endpoints
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-08 15:14:42 +00:00
copilot-swe-agent[bot] 43bcfe5653 feat(imap): add per-user IMAP ingestion accounts with quota enforcement
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-08 13:01:14 +00:00
Christian Krakau-Louis 4109bf65d2 Merge pull request #509 from christianlouis/copilot/add-password-reset-functionality
fix(admin-users): restore missing @router.get decorator on get_user endpoint
2026-03-08 12:14:04 +01:00
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
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] d36ba88de7 feat(auth): password reset, forgot username, and admin user management for local accounts
- Add /forgot-password and /forgot-username page routes and templates
- Update login page label to "Username or Email" (both already accepted by backend)
- Add "Forgot password?" and "Forgot username?" links to login page
- Add POST /api/auth/forgot-username endpoint + send_forgot_username_email() utility
- Add admin endpoints: PATCH /local/{id}, POST /local/{id}/send-password-reset, POST /local/{id}/set-password
- Update admin_users.html with Edit, Password, and Reset action buttons + modals
- Add 23 tests; fix code review issues (import style, display_name clearing behaviour)
- Update docs/API.md and docs/UserGuide.md

Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-08 10:06:08 +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] 1877fc0000 fix(backup): address code review feedback - accessibility, CSRF, docs, imports
- Move `import os` to top-level in app/views/backup.py
- Fix docstring in BackupRecord model to remove non-existent 'location' field
- Replace browser confirm() dialogs with accessible modal dialog (role=dialog, aria-modal, aria-labelledby)
- Add csrfToken() helper that validates token presence instead of silently falling back to empty string
- Fix aria-live region to remain in DOM (screen-reader friendly) rather than using x-show
- Add Backup & Restore section to docs/ConfigurationGuide.md with retention table
- Add backup env vars to .env.demo with comments

Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-07 22:08:47 +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
Christian Krakau-Louis a18245cd1d Merge pull request #501 from christianlouis/copilot/add-push-notifications-for-signup
feat(notifications): admin push notifications and webhooks for user signup, plan changes, and payment issues
2026-03-07 22:02:41 +01:00
Christian Krakau-Louis f53574dc33 Merge pull request #503 from christianlouis/copilot/add-help-forum-and-blog
feat(help): embed MkDocs documentation site at /help/ with How-To guides
2026-03-07 21:58:16 +01:00
copilot-swe-agent[bot] f9b9fb081a chore: merge main into notifications branch
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.
2026-03-07 20:52:44 +00:00
Christian Krakau-Louis 93b4dcf641 Merge pull request #500 from christianlouis/copilot/auto-user-creation-for-admins
feat(auth): auto-provision admin user profiles with highest tier and complimentary flag
2026-03-07 21:45:21 +01:00
Christian Krakau-Louis a27a0d6f01 Merge pull request #502 from christianlouis/copilot/update-plan-descriptions
fix(ui): rename "Business" → "Power" and rewrite plan copy for per-user pricing
2026-03-07 21:44:40 +01:00