- 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>
- Fix monthly/annual price toggle by moving x-data scope to outer div
- Auto-create UserProfile in DB on first Authentik OAuth login
- Update and expand tests for oauth_callback and _ensure_user_profile
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>
- 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>
The test was patching `settings` with a MagicMock but only setting
`workdir`. Other attributes (`default_owner_id`, `enable_deduplication`,
`show_deduplication_step`, `enable_text_quality_check`) remained as
MagicMock objects. When `default_owner_id` (truthy MagicMock) was
assigned to `owner_id` and passed to SQLAlchemy, SQLite rejected the
unsupported type.
Fix: explicitly set all accessed settings attributes to sensible test
defaults in both test functions.
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>
Add imports for convert_to_pdfa, finalize_document_storage,
process_with_ocr, upload_with_rclone, and webhook_tasks which
were missing from celery_worker.py, causing "unregistered task"
errors at runtime.
Add dynamic test that discovers all task modules in app/tasks/
and verifies each is imported in celery_worker.py.
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 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>
When init_db() called Base.metadata.create_all() before Alembic migrations,
the ORM model created the webhook_configs table. Alembic migration 009 then
failed with OperationalError: table webhook_configs already exists.
Fix: check for alembic_version table before calling create_all(). Tracked
databases skip create_all and let Alembic handle all schema changes instead.
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 WebhookConfig model, CRUD API endpoints, HMAC-SHA256 signed delivery,
and Celery-based async dispatch with retry/backoff for document events
(document.uploaded, document.processed, document.failed).
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>
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