- 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 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 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 near_duplicate_threshold config setting (default 0.85)
- New GET /api/duplicates endpoint listing all exact-duplicate groups
- New GET /api/files/{id}/duplicates endpoint returning exact + near-duplicates
- POST /api/ui-upload now returns immediate exact-duplicate warning (respects ENABLE_DEDUPLICATION)
- New /duplicates management UI with Exact Duplicates tab and Near-Duplicate Finder tab
- Add Duplicates link in admin nav menu (desktop + mobile)
- Document new config options in ConfigurationGuide.md and .env.demo
- 20 new tests covering all acceptance criteria
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
- Add release_names.json mapping version ranges to codenames
- Add release_name property to Settings in app/config.py
- Update build metadata script to include codename in RUNTIME_INFO
- Display release codename in status dashboard and page footer
- Inject release_name globally via template response wrapper
- Update ROADMAP.md with codenames for all milestone releases
- Add docs/ReleaseNaming.md with naming guide and best practices
- Add comprehensive tests for release name resolution
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
- Change default per_page from 50 to 25
- Rename total_items → total, total_pages → pages in pagination response
- Add next/previous URL fields to pagination response
- Update view and template to use new field names
- Update tests and API docs
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
- Add date range (date_from/date_to), storage provider, and tags filters to GET /api/files
- Add SavedSearch model and migration (005_add_saved_searches)
- Add CRUD API endpoints for saved searches at /api/saved-searches
- Update files.html template with new filter controls and saved searches UI
- Update files view to pass new filter parameters to template
- Add comprehensive tests for all new functionality (26 tests)
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
- Revert search.html and files.html links back to /files/{id}
- Add GET /files/{file_id} route (file_view_page) with workdir path-
containment guards (os.path.commonpath) to prevent traversal
- Create file_view.html: document-centric page showing AI metadata,
inline PDF preview, extracted OCR text, download actions, file info,
status pill, and link to /files/{id}/detail for process pipeline view
- Existing /files/{id}/detail route is unchanged
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
The debounceSearch() function in files.html called clearFullTextSearch()
when the query was shorter than 2 characters. Since clearFullTextSearch()
sets input.value = '', every single keystroke was immediately erased —
users could paste text but not type.
Fix: debounceSearch now only hides the results panel for short queries
without touching the input value.
Also adds a dedicated /search page with Google-style results showing
content previews (document title, filename, type badges, tag badges,
sender, and OCR text snippets with highlighted matches).
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
- 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>
A) Per-option Save Button
- Add per-setting Save button in settings.html (visible only when value changed)
- Button calls POST /api/settings/{key} directly; existing bulk Save retained
- Add Audit Log link in settings page header
B) Immediate Worker Sync
- New app/utils/settings_sync.py with notify_settings_updated() (Redis version key)
and register_settings_reload_signal() (Celery task_prerun handler)
- Register signal in celery_worker.py at startup
- All API write paths call notify_settings_updated() after successful saves
C) Audit Log
- Add SettingsAuditLog model (key, old_value, new_value, changed_by, changed_at, action)
- save_setting_to_db / delete_setting_from_db accept changed_by and write audit entries
- New get_audit_log() service function (masks sensitive values)
- New GET /api/settings/audit-log endpoint (admin-only)
- New GET /admin/settings/audit-log view + audit_log.html template
- Visible to all admins (per clarified requirement)
D) Config Rollback / History
- New get_setting_history() and rollback_setting() service functions
- New GET /api/settings/{key}/history endpoint
- New POST /api/settings/{key}/rollback/{history_id} endpoint
- Rollback buttons in audit_log.html with confirmation dialog
- Tests: 25 new tests covering audit log, rollback, worker sync helpers, and API endpoints
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
- Fix ruff format: add blank line before nested function in app/views/filemanager.py
- Fix ruff format: use double-quote escaping in tests/test_config.py
- Remove deploy job (Portainer webhook) from ci.yml
- Add update-k8s-manifest job: after main-branch build, updates
apps/docuelevate/preprod/docuelevate-stack.yaml in christianlouis/k8s-cluster-state
with the new GHCR image tag (ghcr.io/christianlouis/docuelevate:main-<short-sha>)
using mikefarah/yq@v4.44.6 and GH_PAT secret for cross-repo write access
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
- Move get_all_settings_from_db import to module level in app/views/settings.py
- Move get_provider_status and get_settings_for_display imports to module level in app/views/status.py
- Fix CI workflow: replace deprecated 'file' parameter with 'files' in codecov-action
- Fix CI workflow: update test results upload to use codecov-action@v5 with report_type instead of deprecated test-results-action@v1
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
- 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>
- Add enable_deduplication and show_deduplication_step config options
- Rename hash_file step to check_for_duplicates
- Make deduplication step conditional based on configuration
- Add is_duplicate and duplicate_of_id fields to FileRecord model
- Create database migration for new deduplication fields
- Update process_document task to log deduplication results
- Update step visualization to show/hide step based on config
- Update status calculations to include deduplication step conditionally
- Default: deduplication enabled, step displayed
- Can be configured to hide from UI while still processing
- Added endpoints for previewing original and processed PDF files.
- Implemented on-demand text extraction from original and processed PDFs.
- Updated file detail page to show original and processed file paths with existence status.
- Introduced GPT metadata display with a collapsible JSON view.
- Enhanced front-end with PDF.js for in-browser PDF rendering and improved user experience.
- Added integration tests for new features including metadata display and file previews.
- Fix _compute_status_from_logs to track latest status per unique step
- Fix _compute_step_summary to count only latest status per step
- Add comprehensive tests for both fixes
- Resolves issue where completed files showed as "Processing"
- Resolves issue where metrics showed incorrect counts
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
- Created app/utils/file_queries.py with apply_status_filter function
- Updated app/api/files.py to use shared function
- Updated app/views/files.py to use shared function
- Removed unused 'or_' import from app/api/files.py
- Added comprehensive tests in tests/test_file_queries.py
- All tests pass (10 new tests, 14 existing tests verified)
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
copilot-swe-agent[bot]