Previously, duplicate Help links existed inside both branches of the
{% if multi_user_enabled and not is_logged_in %}...{% else %}...{% endif %}
conditional. This refactoring places a single Help link AFTER {% endif %}
in both the desktop and mobile menus, guaranteeing it renders for:
- Unauthenticated visitors (multi-user mode)
- Logged-in users (multi-user mode)
- All users in single-user / auth-disabled mode
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
- 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>
- 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>
- Inject is_logged_in, multi_user_enabled, auth_enabled into all templates
via app/views/base.py _inject_global_context() helper
- Multi-user + logged-out: show only Pricing, About, Log In, Get Started
- Logged-in or single-user: full app nav (Dashboard, Upload, Files,
Search, Pipelines, Admin dropdown, Status)
- Upload link is visually accented (blue) as the primary action
- Account dropdown (avatar, name, email, subscription, sign-out) for
logged-in users in desktop and mobile
- Admin dropdown Similarity icon changed to purple to differentiate
from Queue Monitor
- data-multi-user attribute on <body> so JS reads the mode at runtime
- 5 new unit tests for is_logged_in/multi_user_enabled injection
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
- Add Pipeline and PipelineStep models with user-specific ownership
- Add pipeline_id FK column to FileRecord
- Migration 017_add_pipelines (batch mode for SQLite FK compat)
- Pipeline CRUD API at /api/pipelines with step management endpoints
- Reorder steps PUT endpoint placed before parameterised {step_id} routes
- POST /api/files/{id}/assign-pipeline for per-file pipeline assignment
- Admin-only POST /api/pipelines/admin/system for system-level pipelines
- Management UI at /pipelines (Jinja2 + Alpine.js + Tailwind)
- Pipelines link added to desktop and mobile navigation
- 41 new tests in tests/test_api_pipelines.py (all passing)
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 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>
- 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>
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>
- Add dismissable cookie notice banner to base template (essential
cookies only, ePrivacy Directive compliant, localStorage persistence)
- Expand Privacy Notice to cover all target markets: EU/GDPR,
UK GDPR, Switzerland nFADP, Ukraine, US CCPA/CPRA, Canada PIPEDA/
Law 25, Brazil LGPD/Latin America, and Asia-Pacific & Japan (APPI,
Australia Privacy Act, South Korea PIPA, Singapore PDPA, India DPDP)
- Add International Data Transfers section (SCCs, IDTAs, adequacy
decisions) and Data Minimization & Purpose Limitation section
- Update Cookie Policy with precise cookie table, ePrivacy exemption
rationale, and localStorage notice dismissal documentation
- Create docs/PrivacyCompliance.md: full multi-market compliance guide
covering cookie strategy, data transfer mechanisms, data subject
rights handling matrix with response timelines, and market-specific
notes for all supported regions
- Add docs/PrivacyCompliance.md to mkdocs.yml Compliance nav section
- Add 10 new targeted tests to test_views_general.py validating all
key compliance content areas
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
- Add `relative` to nav for correct mobile dropdown positioning
- Increase hamburger button and mobile nav links to ≥44px touch targets
- Add mobile card view on files page (table hidden on small screens)
- Make bulk actions bar and pagination responsive/wrapping
- Add file type `accept` attribute and camera capture button on upload page
- Increase all interactive button/input sizes to ≥44px
- Add responsive CSS for pagination wrap and filter stacking at 480px"
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
The Remove from DB button (and other buttons) was invisible due to CSS
conflicts from loading both @tailwindcss/browser@4 and tailwindcss@2.2.19
simultaneously. The v4 browser script injected a Preflight reset that set
button { background-color: transparent; color: inherit; } and caused state
variants (hover:, focus:, disabled:) to generate empty CSS rules.
Removing the v4 CDN script leaves Tailwind v2 as the single source of
truth for utility classes, restoring correct button styling site-wide.
Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
- Added a new license route to serve the LGPL license text.
- Introduced a new attribution page to acknowledge third-party software used in the project.
- Updated the base HTML template to include a link to the attribution page.
- Included the license router in the main application router.
- Added the license text file for LGPL to the static licenses directory.
- Updated the NOTICE file to include detailed attributions for third-party libraries.
- Added a new requirements-dev.txt for license compliance checking.
- Updated the requirements.txt to clarify the LGPL license for Paramiko.
- Added a script to save the build date during Docker image build.
- Introduced a build_date property in the Settings class to retrieve the build date from the environment or file.
- Enhanced the homepage to display system statistics including processed files and active integrations.
- Updated the about page with a comprehensive list of features.
- Added new privacy, imprint, cookies, and terms pages with relevant content.
- Improved the license page with related information links.
- Refactored the base template for better mobile responsiveness and footer links.
copilot-swe-agent[bot]