- 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>
- Inject is_logged_in, multi_user_enabled, auth_enabled into all templates
via app/views/base.py _inject_global_context() helper
- Multi-user + logged-out: show only Pricing, About, Log In, Get Started
- Logged-in or single-user: full app nav (Dashboard, Upload, Files,
Search, Pipelines, Admin dropdown, Status)
- Upload link is visually accented (blue) as the primary action
- Account dropdown (avatar, name, email, subscription, sign-out) for
logged-in users in desktop and mobile
- Admin dropdown Similarity icon changed to purple to differentiate
from Queue Monitor
- data-multi-user attribute on <body> so JS reads the mode at runtime
- 5 new unit tests for is_logged_in/multi_user_enabled injection
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
The test was patching the wrong module: it mocked
`process_with_azure_document_intelligence` but the implementation routes
that legacy alias to `process_with_ocr.delay()`. The unmocked Celery call
tried to connect to Redis and returned HTTP 500 in CI.
- Fix patch target to `app.tasks.process_with_ocr.process_with_ocr`
- Add `mock_ocr.delay.assert_called_once()` assertion
- Add `test_retry_pipeline_step_ocr_direct` covering the
`process_with_ocr` subtask name directly
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>
- auth() only queries LocalUser table when multi_user_enabled=True
- login() only shows signup link when multi_user_enabled AND allow_local_signup
- signup page and POST endpoint both check multi_user_enabled first
- Move local-auth imports to module level in auth.py (no re-import overhead)
- Fix signup rollback: flush before email send, commit only on success
- Update allow_local_signup config description to document prerequisite
- Add test: single-user mode skips LocalUser table entirely
- Patch multi_user_enabled=True on all local-login integration tests
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>
The file detail page (/files/{id}/detail) and file view page (/files/{id})
previously showed no information about which processing pipeline was used.
Changes:
- _STEP_TYPE_TO_STAGES mapping: pipeline step_type → Celery log stage keys
(with maintenance comment requiring updates when new step types are added)
- _ALWAYS_SHOW_STAGES: stages always visible regardless of pipeline
- _resolve_pipeline(db, file_record): resolves the pipeline for a file —
uses explicit pipeline_id when set, falls back to active system default
- _compute_processing_flow: new pipeline_steps parameter; when provided,
filters flow graph to only show stages for the pipeline's enabled steps
(+ always-show stages + any stage that actually ran). Also adds
convert_to_pdf to the flow stage catalogue.
- file_detail_page: passes pipeline_info + pipeline-filtered flow_data
- file_view_page: passes pipeline_info
Templates:
- file_detail.html: 'Processing Pipeline' detail row with name link and
colour-coded badge (System Default / System / Custom)
- file_view.html: 'Pipeline' info row in sidebar with (default)/(custom) tag
Tests:
- TestPipelineInfoInViews with 14 tests covering _resolve_pipeline,
_compute_processing_flow filtering, completeness assertion for
_STEP_TYPE_TO_STAGES, and HTTP-level view tests
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
- 5-step wizard: Welcome → Profile → Plan → Storage → All Set!
- New migration 017: onboarding_completed, contact_email, preferred_destination fields
- REST API at /api/onboarding/{status,profile,plan,storage,complete}
- GET /onboarding view with configured-destinations helper
- OAuth callback redirects first-time users to onboarding
- 16 unit tests for all endpoints; 65 total tests pass
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
The pipeline management UI showed an empty list after first boot because no
default system pipeline was created. This adds seed_default_pipeline() which:
- Creates a system-owned (owner_id=NULL), is_default=True pipeline named
"Standard Processing Pipeline" at application startup
- Steps mirror the current hardcoded Celery processing workflow:
convert_to_pdf → check_duplicates → ocr → extract_metadata →
embed_metadata → compute_embedding → send_to_destinations
- Is idempotent: no-op if any system pipeline already exists
- Handles missing pipelines table gracefully (during first migration run)
Also wires the seeder into app/main.py lifespan startup using the same
pattern as seed_default_plans.
9 new tests added covering creation, step order, idempotency, and API visibility.
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
- Fix monthly/annual price toggle by moving x-data scope to outer div
- Auto-create UserProfile in DB on first Authentik OAuth login
- Update and expand tests for oauth_callback and _ensure_user_profile
Co-authored-by: christianlouis <361235+christianlouis@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 "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>
The test was patching `settings` with a MagicMock but only setting
`workdir`. Other attributes (`default_owner_id`, `enable_deduplication`,
`show_deduplication_step`, `enable_text_quality_check`) remained as
MagicMock objects. When `default_owner_id` (truthy MagicMock) was
assigned to `owner_id` and passed to SQLAlchemy, SQLite rejected the
unsupported type.
Fix: explicitly set all accessed settings attributes to sensible test
defaults in both test functions.
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>
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