Commit Graph

164 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] 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] 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] 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
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] 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
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
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] 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] 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] 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 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] 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
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
Christian Krakau-Louis 6cdca24333 Potential fix for code scanning alert no. 332: Information exposure through an exception
Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com>
2026-03-08 18:11:38 +01:00
copilot-swe-agent[bot] c4b4643f6e fix(integrations): sanitize error messages and add SSRF protection for WebDAV test
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-08 15:57:27 +00:00
copilot-swe-agent[bot] 35abdb0e69 feat(integrations): add quota enforcement, connection test, and quota endpoint
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-08 15:45:41 +00:00
copilot-swe-agent[bot] 9627667d82 fix(billing): cast plan.name to str to fix mypy typeddict-item error
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-08 15:33:57 +00:00
Christian Krakau-Louis 48e3552e1a Potential fix for code scanning alert no. 333: Information exposure through an exception
Co-authored-by: Copilot Autofix powered by AI <62310815+github-advanced-security[bot]@users.noreply.github.com>
2026-03-08 16:27:53 +01:00
copilot-swe-agent[bot] 002cdf312b fix(billing): address code review - remove duplicate mode logic, accessibility improvements, robust test assertions
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-08 15:18:53 +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] 743627ecc2 feat(models): add UserIntegration model, encrypt IMAP passwords, add integrations API
- Add IntegrationDirection/IntegrationType constants and UserIntegration SQLAlchemy model
  with owner_id, direction, integration_type, name, config (JSON), credentials (encrypted),
  is_active, last_used_at, last_error, created_at, updated_at fields
- Fix UserImapAccount password encryption: encrypt_value() on create/update,
  decrypt_value() in IMAP tasks and test-connection endpoint (backward compatible)
- Add Alembic migration 023_add_user_integrations
- Add app/api/integrations.py: CRUD + credentials endpoint with owner-scoped access
- Register integrations router in app/api/__init__.py
- Add 39 tests in tests/test_api_integrations.py covering model, CRUD, encryption

Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-08 15:02:38 +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
copilot-swe-agent[bot] 86f9f5f9b1 fix(auth): activate account on password reset and fix is_active check order
- reset_password sets is_active=True so users with unverified accounts
  can log in after using the forgot-password flow
- admin set_password also sets is_active=True for the same reason
- auth() now checks is_active before verifying the password, ensuring
  inactive users always see the email-verification prompt regardless of
  password correctness (avoids leaking password validity)"

Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-08 12:07:25 +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
copilot-swe-agent[bot] 9b8eb911c3 fix(admin-users): restore missing @router.get decorator on get_user endpoint
The @router.get("/{user_id:path}") decorator was accidentally dropped from the
get_user function when the /local/... routes were inserted above it in the
previous PR. Without the decorator the function was never registered as a GET
handler, so GET /api/admin/users/<id> matched the PUT/DELETE catch-all routes
and Starlette correctly returned 405 Method Not Allowed instead of 200/403.

Adding the decorator back restores the GET endpoint and fixes the 5 tests that
were failing with 405.

Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-08 11:07:37 +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
copilot-swe-agent[bot] 44ea43f9cf chore: update plan to include forgot-username and login label clarification
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-08 09:44:59 +00:00
copilot-swe-agent[bot] 2dd1ca0197 feat(backup): add database backup/restore with scheduled retention and admin dashboard
- Add BackupRecord model for tracking backup archives
- Add migration 021_add_backup_records
- Add backup configuration settings (backup_enabled, backup_dir, backup_remote_destination, backup_remote_folder, backup_retain_hourly/daily/weekly)
- Add backup_tasks.py with create_backup, cleanup_old_backups, and helpers
- Register hourly/daily/weekly Celery beat schedules
- Add /api/admin/backup/* REST endpoints (list, create, download, restore, delete, cleanup)
- Add /admin/backup dashboard view and template
- Add backup link to admin dropdown navigation in base.html
- Add backup settings to SETTING_METADATA in settings_service.py
- Add comprehensive test suite (39 tests passing)

Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-07 22:03:27 +00:00
Christian Krakau-Louis e929930bae Merge pull request #499 from christianlouis/copilot/add-subscription-management-features
Merge main → subscription-management-features; fix migration chain collision
2026-03-07 22:03:02 +01:00
copilot-swe-agent[bot] 699a93e193 chore: merge main into branch, resolve conflict in models.py
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)
2026-03-07 20:53:42 +00:00
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
copilot-swe-agent[bot] fdc48c7fe9 feat(notifications): admin push notifications and webhooks for user signup, plan changes, and payment issues
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-07 20:15:39 +00:00
copilot-swe-agent[bot] 97f85ce74e feat(auth): auto-create admin user profiles with highest tier and complimentary flag
- 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>
2026-03-07 20:14:34 +00:00
copilot-swe-agent[bot] 231f983429 feat(subscriptions): add subscription change management with upgrade/downgrade scheduling
- 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>
2026-03-07 20:14:12 +00:00
copilot-swe-agent[bot] 19c1ccb11c fix(auth): restore get_user function body lost in refactor; fix button period placement
- Restore the get_user handler that was accidentally dropped when inserting
  the local user management routes before the /{user_id:path} catch-all
- Move period inside the 'Create one' button text in admin_users.html

Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-07 20:03:03 +00:00
copilot-swe-agent[bot] aa6e2fe001 feat(auth): enable local user signup without SMTP, add admin user creation
- Remove SMTP hard-requirement from /api/auth/signup: when SMTP is not
  configured accounts are activated immediately (no email verification).
  When SMTP is configured the existing email-verification flow is kept.
- Inject allow_signup into global template context via app/views/base.py
- Add data-allow-signup attribute to base.html body tag
- Update common.js _renderLoggedOutAuth to show Sign Up (→ /signup) when
  signup is enabled, otherwise Get Started (→ /pricing)
- Add admin API endpoints before the /{user_id:path} catch-all:
    GET  /api/admin/users/local       – list all local accounts
    POST /api/admin/users/local       – admin-create local account (active immediately)
    DELETE /api/admin/users/local/{id} – delete local account + profile
- Add LocalUserCreate / LocalUserResponse Pydantic schemas
- Update admin_users.html with Local User Accounts section and modals
- Update .env.demo to document ALLOW_LOCAL_SIGNUP
- Update docs/BillingSetup.md: SMTP is optional, document both flows
- Update tests: test_signup_smtp_not_configured now asserts 201 + immediate
  activation; add 7 new integration tests for admin local user endpoints

Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-07 19:59:10 +00:00
copilot-swe-agent[bot] d0cd4c89f0 security: fix CodeQL CWE-312 clear-text logging of sensitive information
Remove user_id (and Stripe-metadata-sourced plan_id/billing_cycle) from
logger.info calls in billing.py (_on_checkout_completed, _on_subscription_updated)
and onboarding.py (save_plan). Operations are still logged with non-identifying
tier/billing-cycle details; user identity is no longer written to the log stream.

Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
2026-03-07 15:15:00 +00:00
copilot-swe-agent[bot] 02ac55ab1a Merge branch 'main' of https://github.com/christianlouis/DocuElevate into copilot/fix-pricing-page-issues 2026-03-07 14:47:29 +00:00
copilot-swe-agent[bot] b5b285ebe6 fix: gate LocalUser machinery on multi_user_enabled for single-user backward compat
- 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>
2026-03-07 13:35:10 +00:00
copilot-swe-agent[bot] 6a967051ba fix: address code review feedback
- 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>
2026-03-07 13:18:33 +00:00
copilot-swe-agent[bot] 52e3852129 feat(auth): add local user signup, email verification, and Stripe billing
- Add LocalUser model with bcrypt password hashing, email verification
  tokens, and password reset tokens
- Add ALLOW_LOCAL_SIGNUP config flag (requires SMTP to be configured)
- Add Stripe billing config fields (STRIPE_SECRET_KEY, etc.)
- Add stripe_customer_id to UserProfile and stripe_price_id_monthly/
  stripe_price_id_yearly to SubscriptionPlan
- Create migration 018_add_local_users_and_billing
- Add app/utils/local_auth.py: hash_password, verify_password,
  generate_token, is_token_expired, send_verification_email,
  send_password_reset_email, build_session_user
- Add app/api/local_auth.py: signup, email verification, password reset
  endpoints plus signup/verify-email-sent/reset-password page routes
- Add app/api/billing.py: Stripe Checkout, Customer Portal, and webhook
  endpoints; syncs subscription tier from webhook events
- Update auth() to check LocalUser table before admin credentials fallback
- Update login() to pass allow_signup context variable to template
- Add signup.html, verify_email_sent.html, password_reset_form.html,
  billing_success.html templates (Alpine.js, Tailwind, WCAG 2.1 AA)
- Update login.html to show 'Create account' link when signup enabled
- Update pricing.html CTA buttons to use Stripe Checkout for paid tiers
- Add docs/BillingSetup.md with setup guide, webhook config, compliance
- Add tests/test_local_auth.py (42 tests) and tests/test_billing.py
  (31 tests); all 106 tests in the modified test suite pass
- Add stripe>=7.0.0,<15.0.0 to requirements.txt

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
2026-03-07 13:15:15 +00:00
copilot-swe-agent[bot] e0de0fd6fb feat: add multi-step user onboarding wizard
- 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>
2026-03-07 11:12:21 +00:00