- app/utils/subscription.py: add Any type annotation to _scalar_count()
query parameter (mypy no-untyped-def error at line 316)
- frontend/templates/admin_plans.html: remove empty <div></div> at line 344
(djlint H020 empty tag pair error)
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>
- Use shared _require_admin from admin_users in subscriptions API endpoint
- Remove unnecessary Alpine.js hidden-div workaround in pricing.html
- Replace fragile string replace for OCR page count with proper Jinja {:,} format
- Improve comment wording in upload quota cleanup code
- Extract _scalar_count() helper in subscription.py to reduce repetition
- Add aria-valuemin='0' to all progressbar elements in subscription/index templates
Co-authored-by: christianlouis <361235+christianlouis@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 "DB Wizard" link button to settings page header
- Add help_link to database_url SETTING_METADATA pointing to /database-wizard
- Add help_link rendering in settings template for any setting with a help_link
- Fix SQLite whitespace path handling in build_connection_string
- Add dark mode CSS overrides for wizard template
- Add aria-describedby for all form inputs with help text
- Add prefers-reduced-motion media query for smooth scrolling
- Expand test coverage: 106 tests (up from 49)
- db_wizard.py: 100% coverage
- db_wizard view: 100% coverage
- database.py API: 97.37% coverage
- db_migrate.py: 96.60% coverage
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
- Add inline safety comment for noqa: S608 (table_name from inspect)
- Fix HTTPException detail to be a string (not dict)
- Add aria-label to migration progress bar
- Rename _noop to _NoOpContextManager in tests
- Add explanatory comment for zip(strict=False)
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>
- Replace with CSS spacing classes for accessibility
- Use |tojson filter for search index to prevent XSS
- Add IntersectionObserver cleanup via Alpine $cleanup
- Add sr-only setting key text for mobile screen readers
- Respect prefers-reduced-motion for smooth scrolling
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
- Add real-time search/filter bar for finding settings by name, key, or description
- Add sidebar navigation with category icons and setting counts
- Make category sections collapsible with smooth animations
- Add mobile-friendly category dropdown selector
- Show setting key as code badge for quick reference
- Compact header with inline precedence/legend info
- Add intersection observer for active category tracking in sidebar
- Add no-results state with clear search action
- Maintain all existing functionality (save, revert, bulk save, alerts)
- Full dark mode compatibility via existing CSS overrides
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 tags, sender, text_quality filters to search API and Meilisearch client
- Add sender and ocr_text_length to Meilisearch filterable attributes
- Expand saved search allowed filter keys to include q, document_type, language, sender, text_quality
- Add filters panel and saved searches UI to the Search view template
- Add tests for new search filters, saved search keys, and search view elements
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>
- Replace iframe in file_view.html with pdf.js for PDF files
- Add image viewer with zoom/pan controls to file_view.html
- Add text file viewer with line numbers to file_view.html
- Add preview side-panel modal to files.html (file list)
- Fix file_detail.html bottom preview section variable names
- Add aria-labels and WCAG compliance to all new elements
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
Add aria-hidden="true" to decorative Font Awesome icons across templates,
aria-label to icon-only buttons, aria-live to dynamic content regions,
aria-labelledby to modals, aria-expanded to toggle buttons, scope="col"
to table headers, and aria-label to tables. Also improve alt text on
500.html error image and add aria-label to password toggle buttons.
Templates updated: settings.html, credentials.html, status_dashboard.html,
file_view.html, file_detail.html, index.html, queue_dashboard.html,
audit_log.html, 500.html
Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
- upload.html: Add role/tabindex/aria-label to drop zone, aria-live to status messages, aria-label to file inputs
- search.html: Add role="search", sr-only label, aria-live for results, input type="search"
- files.html: Add table aria-label, scope="col" to headers, aria-sort on sortable columns, aria-labels to action buttons, dialog roles to modals, aria-live to status areas, pagination nav with aria-labels
- login.html: Wrap form in main landmark, aria-hidden on decorative icons
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
- Add skip-to-content link for keyboard navigation (WCAG 2.4.1)
- Add ARIA landmarks: nav aria-label, footer role=contentinfo
- Add aria-current="page" on active nav links
- Add aria-label to admin dropdown button and mobile menu toggle
- Add role="menu" and role="menuitem" to admin dropdown
- Add aria-hidden="true" to all decorative Font Awesome icons
- Add footer nav element with aria-label for footer links
- Add focus-visible outline styles for keyboard navigation (WCAG 2.4.7)
- Add sr-only utility class
- Add dark mode support for skip-link and focus indicators
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>
Both the /search page and the inline search in /files were
generating links to /files/{id} which returns 404. The correct
route is /files/{id}/detail.
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
Address code review feedback:
- Sanitize highlighted HTML from Meilisearch to prevent XSS (only allow
<mark> tags, escape everything else)
- Replace inline onclick handlers with event delegation for pagination
- Improve error message to be more user-friendly with technical detail
in smaller text
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>
copilot-swe-agent[bot]