Commit Graph

496 Commits

Author SHA1 Message Date
copilot-swe-agent[bot] a08b103271 fix: merge main into feature branch - resolve all merge conflicts cleanly
Merges origin/main (v0.156.0) into the classification feature branch,
properly resolving all 23 merge conflicts:

- Auto-generated files (BUILD_DATE, VERSION, etc.): accept main's version
- Non-classification files (SharePoint, QR auth, session mgmt, mobile): accept main's version
- Classification files (api/__init__.py, models.py, migrations/env.py, conftest.py):
  keep classification additions alongside main's content

Previously the branch was incorrectly removing files from main (SharePoint
integration, QR scanner, session management). This merge properly preserves
all main branch content while maintaining the classification feature additions.

Migration chain validated: 038_add_classification_rules chains from
037_add_user_sessions_and_qr_challenges.

Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-17 16:14:45 +00:00
copilot-swe-agent[bot] 342e2d1614 fix: merge main into feature branch - resolve all 18 conflicts cleanly
Merges origin/main (v0.155.0) into the classification feature branch,
resolving all 18 conflicted files by accepting main's version and
re-applying only classification-specific additions:

- Renumber migration from 037 to 038 (chains from 037_user_sessions)
- Re-add ClassificationRuleModel to models.py, env.py, conftest.py
- Re-add classification_rules_router to api/__init__.py
- All session management, QR auth, and devices code preserved from main

Migration chain validated. 62 classification tests pass.

Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-17 13:22:28 +00:00
copilot-swe-agent[bot] 7e1ed14ee6 fix: address code review feedback - remove extra blank lines from merge
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-17 11:12:21 +00:00
copilot-swe-agent[bot] c7d67031d4 fix: resolve merge conflicts with main branch
Merge origin/main into feature branch, resolving 18 conflicts:
- app/api/__init__.py: add classification_rules_router alongside system_reset_router
- app/config.py: keep system reset settings from main
- app/models.py: keep ClassificationRuleModel alongside main's models
- app/utils/settings_service.py: keep factory reset settings from main
- app/views/__init__.py: keep system_reset_router from main
- tests/conftest.py: add ClassificationRuleModel import
- migrations/env.py: add ClassificationRuleModel import
- .env.demo, docs/*, frontend/*, mobile/*: keep additions from main
- BUILD_DATE, GIT_SHA, RUNTIME_INFO, VERSION, CHANGELOG.md: accept main's version

Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-17 11:09:39 +00:00
copilot-swe-agent[bot] bdc26846bd refactor: address code review feedback - simplify dispatch, add warning log
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-16 22:36:24 +00:00
copilot-swe-agent[bot] 651b48658c fix: resolve merge conflicts with main branch
Merge origin/main into feature branch, resolving 3 conflicts:
- app/api/__init__.py: add classification_rules_router alongside new
  routers from main (audit_logs, i18n, mobile, compliance, translation)
- app/models.py: keep ClassificationRuleModel alongside new models from
  main (MobileDevice, ComplianceTemplate, PipelineRoutingRule)
- tests/conftest.py: import both ClassificationRuleModel and new models
  from main (AuditLog, ComplianceTemplate)

Also renumber migration from 027 to 037 to chain from the latest
migration on main (036_add_document_translation_fields).

Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-16 22:33:59 +00:00
copilot-swe-agent[bot] 23498e0a98 fix: address code review feedback on spelling
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-09 23:40:09 +00:00
copilot-swe-agent[bot] df051e8b81 feat(classify): add rule-based document classification engine, task, and API
Implements the classify pipeline step with:
- Classification rules engine (app/utils/classification_rules.py) with
  pre-built categories (invoice, contract, receipt, letter, report,
  bank_statement, tax_document, insurance, payslip) and support for
  filename patterns, content keywords, and metadata matching rules
- Celery task (app/tasks/classify_document.py) that runs as a pipeline step
- CRUD API (app/api/classification_rules.py) for managing custom rules
- ClassificationRuleModel in app/models.py with migration 027
- Updated pipeline step config_schema and stage mapping
- Comprehensive tests for engine, API, and task

Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-09 23:38:05 +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] ec77c51cb5 fix: code standards audit — 100% coverage, Pydantic v2 model_config, asyncio.run(), targeted edge-case tests
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-09 19:00:13 +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] c71f33a214 feat(integrations): add per-user OAuth wizard with user-mode for Dropbox, OneDrive, Google Drive
- Add user_mode to dropbox/onedrive/google_drive setup views that loads integration config
- Show user-friendly auth wizard when integration_id is provided (user mode)
- In user mode: show integration name, current folder, back-to-integrations link
- In callback templates: only save credentials (not config) for user integrations
- In integrations dashboard: show Authorize/Re-Authorize button for all OAuth types
- Add WATCH_FOLDER OAuth support: detect source_type in config for auth button
- isOAuthType() and oauthLink() now accept full integration object

Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-09 18:24:07 +00:00
copilot-swe-agent[bot] c2d56d7475 feat(tasks): add scheduled batch processing infrastructure (model, migration, tasks, API, view, template)
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-09 18:01:34 +00:00
copilot-swe-agent[bot] 9a342af609 fix(imap): normalize CRLF line endings to LF in imap_tasks.py
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-09 09:42:20 +00:00
copilot-swe-agent[bot] 4acad71c8f fix: address code review feedback - fix type hint and rename test
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-09 02:38:50 +00:00
copilot-swe-agent[bot] e7d1289f1b feat(integrations): add IMAP Gmail labels/delete and Watch Folder cloud source support
- Add delete_after_process and gmail_apply_labels checkboxes to IMAP integration UI
- Add source_type selector (Local/S3/Dropbox/Google Drive/OneDrive/Nextcloud/WebDAV) to Watch Folder UI
- Add per-source-type config and credential fields for watch folders
- Add delete_after_process checkbox to Watch Folder settings
- Fix field name mismatch (path → folder_path) in Watch Folder UI
- Update pull_inbox() to accept and respect gmail_apply_labels parameter
- Update _pull_user_integration_imap() to read gmail_apply_labels from config
- Add per-user cloud scanning functions for S3, Dropbox, Google Drive, OneDrive, Nextcloud, WebDAV
- Update _pull_user_integration_watch_folders() to dispatch based on source_type
- Update IMAP and WATCH_FOLDER config shape documentation in models.py

Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-09 02:15:03 +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
github-actions[bot] b22f9a6af6 style: apply ruff auto-fix
- Auto-formatted code with ruff format
- Applied ruff linting fixes with --fix

Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2026-03-08 22:40:15 +00:00
copilot-swe-agent[bot] 5fb11b978c fix(tasks): register upload_to_user_integration in celery_worker and add handler tests
- Add `from app.tasks.upload_to_user_integration import upload_to_user_integration`
  to app/celery_worker.py — fixes TestCeleryWorkerConfig test that enforces
  every tasks/ module is registered with Celery.

- Add tests/test_upload_handlers.py with 43 unit tests covering all 11
  per-type upload handler functions (_upload_dropbox, _upload_s3,
  _upload_google_drive, _upload_onedrive, _upload_webdav, _upload_nextcloud,
  _upload_ftp, _upload_sftp, _upload_paperless, _upload_email, _upload_rclone)
  plus 2 additional finalize_document_storage branch tests. All external
  libraries (dropbox, boto3, msal, paramiko, smtplib, subprocess, requests)
  are mocked so tests are hermetic and fast. Coverage on changed files:
  upload_to_user_integration.py 94.71%, finalize_document_storage.py 95.51%
  (both well above the 70% Codecov diff threshold).

Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-08 22:21:15 +00:00
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
github-actions[bot] e5d4f8b58f style: apply ruff auto-fix
- Auto-formatted code with ruff format
- Applied ruff linting fixes with --fix

Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
2026-03-08 22:12:44 +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] 06091546b0 fix(sharing): address security review findings
- Use per-password random salt with PBKDF2-HMAC-SHA256 (stored as salt:hash)
- Increase PBKDF2 iterations to 600,000 (OWASP 2023 recommendation)
- Password for downloads now accepted via POST body (never URL query param)
- Fail download request if view count cannot be incremented (prevents bypass)
- Update tests to match new hashing format and POST password download

Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-08 21:55:55 +00:00
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] 0b291995b9 fix(ocr): address code review feedback on multi-language OCR
- Fix _get_pipeline_ocr_language: remove redundant `or None` in step_config.get()
- Add Session type hint to _get_pipeline_ocr_language db parameter via TYPE_CHECKING
- Update process_with_ocr to use modern str | None syntax instead of Optional[str]
- Fix test_get_pipeline_ocr_language_explicit_pipeline_takes_priority: properly add
  sys_step to db_session so the system pipeline step is persisted in the test DB

Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-08 21:49:49 +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] d48e36813e feat(notifications): build per-user notification system (email, webhook, in-app)
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-08 21:44:01 +00:00
copilot-swe-agent[bot] fcefd0978f feat(notifications): add per-user notification system with inbox, email, and webhook targets
- Add UserNotificationTarget, UserNotificationPreference, InAppNotification models
- Add migration 025_add_user_notifications (tables + indexes)
- Add app/utils/user_notification.py dispatch service
- Add app/api/notifications.py REST endpoints (inbox, targets, preferences)
- Add app/views/notifications.py view route
- Add frontend/templates/notifications_dashboard.html Alpine.js dashboard
- Add bell icon with unread badge in base.html nav (desktop + mobile)
- Register routers in app/api/__init__.py and app/views/__init__.py
- Add 32 unit tests in tests/test_notifications_api.py

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
2026-03-08 21:34:25 +00:00
copilot-swe-agent[bot] 01a9511dcf fix(tasks): address code review - SMTP TLS cert validation, rclone input validation, consolidated test fixture
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-08 21:28:09 +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
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
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
copilot-swe-agent[bot] a7eff2c033 fix(security): address CodeQL clear-text logging and weak hashing alerts
- Convert f-string log interpolation to %s-style formatting in
  app/api/pipelines.py and app/api/saved_searches.py to prevent
  clear-text logging of request-derived data (CodeQL: clear-text
  logging of sensitive information)
- Replace plain hashlib.sha256() with PBKDF2-HMAC-SHA256 via
  hash_token() in app/auth.py for Bearer token verification,
  consistent with how tokens are stored in api_tokens.py (CodeQL:
  use of weak cryptographic hashing on sensitive data)
- Remove redundant {exc} from logger.exception() calls (the
  traceback is already captured by logger.exception())
- Update test to verify PBKDF2 hash instead of plain SHA-256

Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-08 19:33:55 +00:00
Christian Krakau-Louis af696daf55 Merge pull request #558 from christianlouis/copilot/fix-user-specific-tokens
feat(auth): make OAuth credentials user-specific via UserIntegration records
2026-03-08 20:23:18 +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
Christian Krakau-Louis 52ebbad335 Potential fix for code scanning alert no. 344: Use of a broken or weak cryptographic hashing algorithm on sensitive data
Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com>
2026-03-08 20:22:39 +01:00
copilot-swe-agent[bot] 2f95febf71 fix: correct token_prefix comment to match implementation (12 chars)
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-08 18:54:55 +00:00
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] c3bb93c197 feat(api): add personal API tokens and enhance webhook integration UI
- Add ApiToken model with SHA-256 hashed storage and usage tracking
- Create API token CRUD endpoints (POST/GET/DELETE /api/api-tokens/)
- Add Bearer token authentication to require_login decorator
- Exempt Bearer-authenticated requests from CSRF validation
- Add API tokens management page with create/revoke/copy UI
- Enhance webhook integration type with detailed explanation and code snippets
- Add navigation links (desktop + mobile) to API tokens page
- Include 19 tests covering CRUD, auth resolution, and utility functions
- Create migration 024_add_api_tokens

Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-08 18:42:55 +00:00
copilot-swe-agent[bot] 73119e0cef feat(auth): save OAuth credentials per-user to UserIntegration records
- Add 'Authorize' button to integration cards for OAuth types without credentials
- Add isOAuthType() helper and update info box in create/edit modal
- Accept integration_id query param in Dropbox, Google Drive, OneDrive setup views
- Store integration_id in sessionStorage on setup pages
- Add per-user flow in OAuth callbacks: PUT credentials to /api/integrations/{id}
- Preserve existing global flow as fallback when no integration_id is present

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
2026-03-08 18:41:13 +00:00
copilot-swe-agent[bot] 019807d0f5 feat(tasks): refactor IMAP and watch folder polling to support multi-tenant user attribution
- Add owner_id parameter to pull_inbox() and fetch_attachments_and_enqueue()
  to attribute ingested documents to the correct user
- Add _pull_user_integration_imap() to poll IMAP sources from UserIntegration model
- Add _pull_user_integration_watch_folders() to scan watch folders from UserIntegration model
- Add _is_safe_watch_path() for path traversal security on user-configured paths
- Add _scan_user_watch_folder() that passes owner_id to _enqueue_file()
- Update _enqueue_file() to forward owner_id to process_document/convert_to_pdf
- Update celery beat schedule to always enable IMAP and watch folder polling
  (user integrations can exist without system-level config)
- Ensure individual connection failures don't crash the polling loop
- Update existing tests for new function signatures

Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-08 18:38:22 +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