- 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 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 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>
A) Per-option Save Button
- Add per-setting Save button in settings.html (visible only when value changed)
- Button calls POST /api/settings/{key} directly; existing bulk Save retained
- Add Audit Log link in settings page header
B) Immediate Worker Sync
- New app/utils/settings_sync.py with notify_settings_updated() (Redis version key)
and register_settings_reload_signal() (Celery task_prerun handler)
- Register signal in celery_worker.py at startup
- All API write paths call notify_settings_updated() after successful saves
C) Audit Log
- Add SettingsAuditLog model (key, old_value, new_value, changed_by, changed_at, action)
- save_setting_to_db / delete_setting_from_db accept changed_by and write audit entries
- New get_audit_log() service function (masks sensitive values)
- New GET /api/settings/audit-log endpoint (admin-only)
- New GET /admin/settings/audit-log view + audit_log.html template
- Visible to all admins (per clarified requirement)
D) Config Rollback / History
- New get_setting_history() and rollback_setting() service functions
- New GET /api/settings/{key}/history endpoint
- New POST /api/settings/{key}/rollback/{history_id} endpoint
- Rollback buttons in audit_log.html with confirmation dialog
- Tests: 25 new tests covering audit log, rollback, worker sync helpers, and API endpoints
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
- Add enable_deduplication and show_deduplication_step config options
- Rename hash_file step to check_for_duplicates
- Make deduplication step conditional based on configuration
- Add is_duplicate and duplicate_of_id fields to FileRecord model
- Create database migration for new deduplication fields
- Update process_document task to log deduplication results
- Update step visualization to show/hide step based on config
- Update status calculations to include deduplication step conditionally
- Default: deduplication enabled, step displayed
- Can be configured to hide from UI while still processing
- Add original_file_path and processed_file_path columns to FileRecord model
- Create database migration for new fields
- Implement get_unique_filepath_with_counter() with -0001 suffix format
- Update process_document to save immutable copy to /workdir/original
- Add force_cloud_ocr parameter to process_document for forced OCR
- Update embed_metadata to use new collision handling
- Update metadata JSON to include file path references
- Add /files/{file_id}/reprocess-with-cloud-ocr API endpoint
- Update processed_file_path in database during embedding
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
- Run Black formatter and isort on all app/ files
- Remove unused imports (F401) across multiple files
- Add # noqa: F401 for intentional re-exports in celery_worker.py,
tasks/__init__.py, utils.py, frontend.py, views/base.py
- Fix f-strings without placeholders (F541) in azure.py, notification.py,
check_credentials.py, upload_to_onedrive.py, settings.py
- Fix bare except (E722) in upload_to_sftp.py
- Fix block comment format (E265) in models.py
- Move imports to top of file to fix E402 in celery_app.py, celery_worker.py
- Fix line-too-long (E501) by wrapping strings in multiple files
- Remove unused variable (F841) in upload_to_nextcloud.py
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
- Rename upload_to_s3.py to process_document.py to better reflect its purpose
- Update all import statements across the codebase to use new module name
- Remove S3-specific code and references
- Keep the core document processing logic intact
- Update docstrings and comments to reflect new functionality
This change is part of removing AWS S3 dependencies and simplifying the
document processing pipeline.