- Add `qr_login_enabled` boolean config field (default True) to app/config.py
- Add `qr_login_enabled` entry to settings metadata in app/utils/settings_service.py
- Fix app/views/settings.py to use `qr_login_enabled` directly instead of
deriving enablement status from qr_login_challenge_ttl_seconds (integer TTL)
- Fix admin_connections.html: remove hardcoded `disabled` attribute from the
Mobile Phone Upload toggle and wire up onchange handler so toggling actually
persists the setting via toggleSetting('qr_login_enabled', this.checked)
- Gate all three QR auth API endpoints on settings.qr_login_enabled so the
feature is actually disabled when the toggle is turned off
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
Agent-Logs-Url: https://github.com/christianlouis/DocuElevate/sessions/8421cdb2-d92d-4b83-9cda-c44983d35173
- Add PUT /{key} endpoint to settings API with SettingValueUpdate body model (only
requires value, key comes from URL path) — fixes 405 Method Not Allowed errors
from the admin Connections wizard which used PUT to save settings
- Fix grey toggles on /admin/connections: they appeared grey because all saves were
silently failing with 405; now saves succeed and toggles reflect actual state
- Add social_auth_google_use_global_credentials config field and auth.py logic to
reuse google_drive_client_id/google_drive_client_secret for Google Sign-In
- Add social_auth_microsoft_use_global_credentials config field and auth.py logic to
reuse onedrive_client_id/onedrive_client_secret for Microsoft Sign-In
- Also apply consistent both-field check for Dropbox global credentials fallback
- Add settings metadata entries for the two new boolean settings
- Add Google and Microsoft settings_keys to admin_connections service definitions
- Add JS visibility toggle logic for Google/Microsoft credential fields in admin UI
- Add 6 new unit/integration tests for PUT endpoint and SettingValueUpdate model
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
Agent-Logs-Url: https://github.com/christianlouis/DocuElevate/sessions/ac66041a-2cbd-4d90-8f8e-3588c629d4d8
- Add 3 new config fields for browser SDK sample rates:
sentry_js_traces_sample_rate (default 0.0),
sentry_js_replay_session_sample_rate (default 0.0),
sentry_js_replay_on_error_sample_rate (default 0.1)
- Expose Sentry config to Jinja2 templates via _inject_global_context;
empty-string DSN normalized to None so {% if sentry_dsn %} guard works
- Load Sentry Browser SDK bundle.tracing.replay.min.js from the official
Sentry CDN in base.html when SENTRY_DSN is configured, with Sentry.init()
for error capture, browser tracing and session replay
- Register new JS settings fields in SETTING_METADATA so they appear on the
admin Settings → Observability page
- Update .env.demo with commented-out examples for SENTRY_JS_* variables
- Update docs/ConfigurationGuide.md and docs/SentrySetup.md with full
browser SDK documentation, env-specific examples and troubleshooting
- Add TestSentryJsTemplateContext (5 tests) and TestSentryJsConfig (4 tests)
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
Agent-Logs-Url: https://github.com/christianlouis/DocuElevate/sessions/4a945567-67df-4264-aaed-75eb2e236e9c
Resolve all merge conflicts between our automation feature branch and
current main (v0.163.0, 920 commits ahead).
Conflicts resolved:
- app/api/__init__.py: add automation_router alongside main's new routers
(classification_rules, qr_auth, sessions, system_reset)
- app/config.py: add main's new settings (dropbox_use_global_credentials,
factory_reset_on_startup, enable_factory_reset)
- app/models.py: add main's new models (ClassificationRuleModel, UserSession,
QRLoginChallenge, SharePoint integration type)
- app/utils/settings_service.py: merge automation_hooks_enabled with main's
new metadata entries
- docs/API.md: merge automation API docs with main's classification rules docs
- docs/ConfigurationGuide.md: add factory reset settings
- tests/conftest.py: import both AutomationHook and new main models
Migration renumbered:
- 037_add_automation_hooks → 040_add_automation_hooks
- down_revision: 039_add_classification_rules (was 036_add_document_translation_fields)
- Chain: 036 → 037 → 038 → 039 → 040 (automation hooks)
For all non-automation files with conflicts, main's version was taken since
our branch did not modify those files (conflicts were from a stale prior merge).
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
Agent-Logs-Url: https://github.com/christianlouis/DocuElevate/sessions/cb62f012-3b69-4415-835e-3857ce3e9f45
- Add PUBLIC_BASE_URL optional config to override auto-detected OAuth redirect URIs
when behind a reverse proxy that doesn't forward X-Forwarded-Proto headers
- Add _build_dropbox_redirect_uri() helper in app/api/dropbox.py
- URL-encode redirect_uri in server-side Dropbox authorization URL
- Add _get_dropbox_callback_url() helper in app/views/dropbox.py
- Pass callback_url to both setup and callback templates
- Update templates to use server-provided callback_url instead of window.location.origin
- Update settings_service.py to register new setting
- Update .env.demo, ConfigurationGuide.md, and DropboxSetup.md documentation
- Add tests for new helper functions and global-authorize-url endpoint
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
Merge origin/main into branch, resolving conflict in app/database.py.
Combined improvements from both branches:
- Keep pool_pre_ping=True and structured variable approach from feature branch
- Add explicit QueuePool import and poolclass assignment from main
- Add db_pool_size, db_max_overflow, db_pool_timeout, db_pool_recycle fields to app/config.py
- Add upload_rate_limit_per_user, upload_rate_limit_window fields to app/config.py
- Update app/database.py to use NullPool for SQLite and QueuePool with config-driven
pool settings for PostgreSQL/MySQL
- Add all 6 settings to SETTING_METADATA in app/utils/settings_service.py
Fixes test_all_config_settings_have_metadata failure
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
Introduces a Redis-backed sliding-window rate limiter for upload
endpoints (/api/ui-upload, /api/process-url) that:
- Enforces per-user limits (default: 20 uploads / 60 s)
- Dynamically reduces limits under system stress (queue depth, CPU load)
- Returns 429 with Retry-After header when exceeded
- Fails open when Redis is unavailable
- Works with the existing client-side adaptive back-off
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
SQLite engines now use NullPool instead of QueuePool, eliminating the
"QueuePool limit of size 5 overflow 10 reached" TimeoutError under
concurrent load. PostgreSQL/MySQL engines use a configurable QueuePool
with sensible defaults (pool_size=10, max_overflow=20) exposed via
DB_POOL_SIZE, DB_MAX_OVERFLOW, DB_POOL_TIMEOUT, DB_POOL_RECYCLE env
vars. pool_pre_ping is enabled on all backends.
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
- Add UserSession and QRLoginChallenge models for session tracking
and mobile QR authentication
- Add session_manager utility with create/validate/revoke/cleanup
functions and QR challenge helpers
- Add /api/sessions endpoints for listing, revoking, and
'log off everywhere' functionality
- Add /api/qr-auth endpoints for challenge creation, polling, and
claiming with API token issuance
- Add session config fields (lifetime, custom override, QR TTL)
- Update get_current_user to validate server-side sessions
- Create server-side sessions on all login paths (local, OAuth,
social, admin)
- Revoke server-side session on logout
- Configure SessionMiddleware max_age from session lifetime settings
- Graceful degradation: old sessions without _session_token continue
to work
Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Merge origin/main into copilot/add-sharepoint-integration.
All four conflicts were resolved by keeping both the SharePoint
additions (from this branch) and the iCloud additions (from main):
- app/models.py: added both SHAREPOINT and ICLOUD to IntegrationType
- app/tasks/send_to_all.py: added both to service_map and services list
- app/tasks/upload_to_user_integration.py: kept both upload handlers
- frontend/templates/files.html: added both filter options
No database migration conflicts — SharePoint does not require schema changes.
- Add LOG_FORMAT setting (text/json) for structured JSON log output
- Add LOG_SYSLOG_* settings for direct syslog forwarding of app logs
- JSON format compatible with Grafana Loki, Splunk, ELK, Datadog
- Syslog forwarding uses Python's SysLogHandler (UDP/TCP)
- Update .env.demo and ConfigurationGuide.md with all new settings
- Add tests for JSON formatter and syslog config fields
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
- Add `log_level` setting to config.py (default: INFO, env: LOG_LEVEL)
- Configure Python root logger in main.py with standard precedence:
LOG_LEVEL explicit > DEBUG=true implies DEBUG > default INFO
- Add timestamp to log format for production readability
- Suppress noisy third-party loggers at DEBUG level
- Add comprehensive debug logging to all auth functions
- Add LOG_LEVEL/DEBUG to .env.demo and ConfigurationGuide.md
- Add tests for logging config and auth debug output
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
Add a configurable switch to control which attachment types are ingested
via IMAP. Images are excluded by default; office files and PDFs are ingested.
- Add global `IMAP_ATTACHMENT_FILTER` config setting (default: `documents_only`)
- Add `attachment_filter` column to `UserImapAccount` model for per-user override
- Migration 032 adds the column to `user_imap_accounts` table
- Update `fetch_attachments_and_enqueue()` to respect filter (documents_only/all)
- Update `pull_inbox()`, `_pull_user_imap_accounts()`, and
`_pull_user_integration_imap()` to pass the resolved filter
- Update IMAP accounts API (schemas, create/update handlers, response serializer)
- Update IMAP accounts UI to show attachment filter dropdown in modal and
display filter badges on account cards
- Add 6 new tests covering attachment filter behaviour
- Update ConfigurationGuide.md, EmailIngestion.md, and .env.demo
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
Merge main branch into compliance templates feature branch.
Main had advanced with migrations 027-030 (ensure_shared_links,
audit_logs, user_language_preference, mobile_devices) since this
branch forked. Our compliance migration was 027 with down_revision
026, which conflicted with main's 027_ensure_shared_links_table.
Changes:
- Merge main (including i18n, audit logs, mobile, GraphQL features)
- Resolve conflicts in app/api/__init__.py, app/models.py, tests/conftest.py
- Rename 027_add_compliance_templates → 031_add_compliance_templates
- Rechain: down_revision 026_add_scheduled_jobs → 030_add_mobile_devices
- Add ComplianceTemplate to migrations/env.py imports
- Alembic now has single head: 031_add_compliance_templates
Add iCloud Drive as a new storage destination using the pyicloud library.
Includes upload task, configuration, user integration handler, provider
status, onboarding support, and comprehensive tests.
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
Add Microsoft SharePoint Online as a storage provider using the
Microsoft Graph API. Includes OAuth2 authentication via MSAL,
site/drive resolution, chunked upload sessions, and metadata sync.
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
Add REST hooks subscription endpoints, incoming action endpoints, and
Zapier-compatible flat payload format for automation platform integration.
- AutomationHook model for webhook subscriptions
- POST /api/automation/hooks/subscribe and DELETE /hooks/{id}
- GET /api/automation/triggers/sample/{event} for Zapier field mapping
- POST /api/automation/actions/upload for incoming document uploads
- Celery task with retry for async hook delivery
- Integration with existing webhook dispatch flow
- 30 passing tests covering all new functionality
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
- Replace MkDocs redirect with a branded, SEO-optimised Help Center template
- Add sections: Quick Start, Sources, Destinations, Workflows, FAQ, Support
- Integrate optional Zammad live-chat widget and ticket form
- Add config settings: ZAMMAD_URL, ZAMMAD_CHAT_ENABLED, ZAMMAD_CHAT_ID,
ZAMMAD_FORM_ENABLED, SUPPORT_EMAIL
- Move MkDocs developer docs from /help to /developer-docs
- Move interactive API docs (Swagger/ReDoc) to /admin/api-docs and /admin/api-redoc
- Add API Docs and Developer Docs links to Admin menu (desktop + mobile)
- Update navigation Help link from /help/ to /help
- Update .env.demo with Zammad configuration examples
- Document new settings in docs/ConfigurationGuide.md
- Rewrite tests to cover new Help Center behaviour
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
- Create app/templates/email/default.html (fixes 'default.html not found' error)
- Add DEST_EMAIL_* settings to app/config.py (decoupled from shared EMAIL_* settings)
- Update upload_to_email task to use dest_email_* settings exclusively
- Update _should_upload_to_email() to check dest_email_* settings
- Update config validator, providers, and settings_service for dest_email_*
- Update .env.demo and docs/ConfigurationGuide.md
- Update all tests to use dest_email_* settings where appropriate"
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>
- 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>