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.
- Add aria-label to all Help nav links for better screen reader support
- Fix Samba config examples: use authenticated user instead of guest ok=yes
- Fix chmod 777 to chmod 770 with group-based access control
- Add security notes about dedicated groups and passwords in how-to guides
- Fix Python script to use os.environ.get() with explicit error messages
- Add app-specific password comment to EmailIngestion.md config example
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
- Add MkDocs Material docs build stage to Dockerfile and Dockerfile.local
- Mount pre-built docs as static files at /help/ in FastAPI (app/main.py)
- Add app/views/help.py with /help → /help/ permanent redirect route
- Register help router in app/views/__init__.py
- Add Help nav link to base.html (public + app nav, desktop + mobile)
- Create how-to guides: HP printer, ScanSnap, watched folder, email ingestion, mobile scanning
- Update mkdocs.yml with How-To Guides section and Material theme palette
- Add optional docs service (squidfunk/mkdocs-material) to docker-compose.yaml with docs profile
- Add mkdocs-material to requirements-dev.txt
- Add /docs_build to .gitignore
- Add tests for help view (8 tests, 100% coverage on help.py)
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
- 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>
- Rewrite taglines and feature lists for all four tiers with
concrete, use-case-driven copy (freelancers, knowledge workers,
power users — no team or enterprise framing)
- Rename 'Business' display name to 'Power' (plan_id stays
'business' for backwards DB compatibility)
- Replace 'enterprise' language in pricing page hero with
'per person, per month' copy
- Swap fa-building icon for fa-bolt on the Power tier
- Fix support level for Power tier to 'Priority' (was 'Dedicated')
- Update docs/SubscriptionTiers.md with new names, table, and
intended-use-case section
- Add test_business_tier_display_name_is_power assertion
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
- 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>
- 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 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>
Update DatabaseConfiguration.md with sections for the new Database
Configuration Wizard and Database Migration Tool. Also update API.md
with the new /api/database/ endpoint documentation.
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
- Add EMBEDDING_MAX_TOKENS config (default 8000) for safe text truncation
- Use conservative 3 chars/token estimate (was 4) to prevent ContextWindowExceededError
- Add compute_embedding to REAL_MAIN_STEPS in both get_file_overall_status and get_step_summary
- Fix test_near_duplicates_returned to use pre-computed embeddings
- Update .env.demo and docs with EMBEDDING_MAX_TOKENS setting
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 health check endpoint at GET /api/diagnostic/health
- Auth-protected via @require_login (no-op when AUTH_ENABLED=False)
- Checks database (SELECT 1) and Redis (ping) with 2s timeouts
- Returns healthy/degraded/unhealthy with per-check detail
- Returns HTTP 503 when database is down, 200 otherwise
- 7 new unit tests covering all status scenarios
- Update docs/API.md with Grafana/monitoring integration notes
- Fixes test_cors_headers_absent_when_disabled CI timeout
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>
Christian Krakau-Louis