chore(release): update build metadata files [skip ci]

Automatically generated by python-semantic-release

.gitignore

@@ -200,3 +200,5 @@ cython_debug/
 # Build metadata files - generated at build time
 GIT_SHA
 RUNTIME_INFO
+node_modules
+frontend/node_modules

.jules/sentinel.md

@@ -1,30 +1,4 @@
-## 2024-05-24 - SSRF in WebDAV connection test
+## 2026-06-01 - [Fix XSS in status_dashboard.html]
-**Vulnerability:** The `_test_webdav_connection` function had a custom SSRF check that failed to resolve DNS names, allowing attackers to bypass the check by providing a domain that resolves to an internal IP (e.g., `127.0.0.1`).
+**Vulnerability:** A Cross-Site Scripting (XSS) vulnerability existed in `frontend/templates/status_dashboard.html` where untrusted configuration settings (`value`), external service messages (`data.message`), and token expirations (`data.token_info.expires_in_human`) were injected directly into the DOM via `.innerHTML` without sanitization.
-**Learning:** DNS resolution is required for robust SSRF protection when validating URLs provided by users.
+**Learning:** Even internal or admin-focused dashboards can be vulnerable if they display external or user-configurable data without escaping. Constructing HTML strings dynamically from unvalidated sources is a common vector for DOM-based XSS.
-**Prevention:** Use a centralized `is_private_ip` function (now in `app/utils/network.py`) that resolves the hostname to its IPs and checks if any are private.
+**Prevention:** Always use a sanitization function like `escapeHtml` to escape dangerous characters (`<`, `>`, `&`, `"`, `'`) before assigning dynamic content to `.innerHTML`, or prefer `.textContent` when only plaintext is intended.
-## 2026-03-22 - B310: urllib.request.urlopen replaced with httpx
-**Vulnerability:** The `_test_webdav_connection` function used `urllib.request.urlopen`, which natively supports dangerous schemes like `file://` or `ftp://` and follows redirects by default, potentially allowing SSRF bypasses or Local File Inclusion.
-**Learning:** `urllib.request` should be avoided for user-supplied URLs. Even when URL schemes are manually validated, `urllib`'s default redirect following behavior can bypass SSRF protections (e.g. redirecting to `127.0.0.1`).
-**Prevention:** Use a modern, safer HTTP client like `httpx` with `follow_redirects=False` when testing user-provided URLs.
-
-## 2026-03-20 - Safe Path Traversal Prevention in Low-Level Utilities
-**Vulnerability:** The generic file utility `hash_file` in `app/utils/file_operations.py` accepted any file path and was vulnerable to reading arbitrary files via path traversal (e.g., `../../../etc/passwd`) or absolute paths if an attacker could control the `filepath` argument.
-**Learning:** Naively checking for `".." in path` breaks legitimate relative paths used internally by the application. Blocking absolute paths entirely also breaks functionality. Input validation should occur at the API boundary, but for defense-in-depth, low-level utilities must enforce expected boundaries (e.g., the application's `workdir`).
-**Prevention:** Use `pathlib.Path.resolve()` on both the target path and the allowed base directory (`settings.workdir`). Ensure the resolved target path is strictly within the allowed boundary using `filepath_obj.relative_to(workdir_obj)`, catching the `ValueError` that is raised when the path is out of bounds. This safely blocks both relative traversal attacks and arbitrary absolute paths.
-## 2025-05-18 - [SSRF Bypass via DNS Resolution Failure]
-**Vulnerability:** The `is_private_ip` function in `app/utils/network.py` failed open (returned `False`) when a hostname could not be resolved (`socket.gaierror`).
-**Learning:** This fail-open pattern was originally added to allow external domains in tests, but in production, it created a severe SSRF risk. An attacker could bypass SSRF protections by providing a URL that fails to resolve during the security check but resolves later (DNS rebinding), or by exploiting internal routing behaviors via unresolvable addresses.
-**Prevention:** Always fail securely in network authorization functions. If a domain cannot be resolved to verify its safety, the request must be blocked (`return True` / default-deny). Tests should mock DNS resolution correctly instead of compromising production security logic.
-## 2026-03-26 - SSRF in Integration Connection Tests
-**Vulnerability:** The `_test_imap_connection` and `_test_s3_connection` functions in `app/api/integrations.py` did not validate user-provided `host` and `endpoint_url` variables against `is_private_ip()`. This allowed an attacker to test the presence of internal IMAP servers or direct S3 SDK API calls to internal infrastructure via SSRF.
-**Learning:** Any time a new generic connection or integration test is added, SSRF validation may be forgotten if the core network utility (`is_private_ip`) is not systematically applied to all outbound network operations, regardless of the protocol (e.g., IMAP, S3).
-**Prevention:** Establish a pattern where any user-configurable host or endpoint URL is immediately passed through the centralized `is_private_ip` validation function before any network call or third-party client initialization.
-
-## 2024-05-27 - SSRF Bypass via HTTP Redirects
-**Vulnerability:** In `app/api/url_upload.py`, the `validate_url_safety` function was correctly verifying the initially requested URL to prevent fetching internal IPs or cloud metadata endpoints. However, the subsequent `httpx.AsyncClient` was configured with `follow_redirects=True` without validating the destination of those redirects. An attacker could bypass SSRF protections by providing a URL to an attacker-controlled server that responds with a 301/302 redirect pointing to an internal target (e.g., `http://127.0.0.1` or `http://169.254.169.254`).
-**Learning:** Checking the URL before sending the request is insufficient if the HTTP client automatically follows redirects. The target of every single redirect must be subject to the same strict validation as the initial request.
-**Prevention:** Avoid `follow_redirects=True` for user-provided URLs when possible. If redirects must be followed, attach an event hook (e.g., `event_hooks={"response": [hook_function]}`) to the `httpx` client to intercept the response, calculate the redirect destination from the `Location` header, and run the URL safety validation logic before the redirect is actually followed.
-## 2026-03-27 - SSRF Bypass via HTTP Redirects in httpx
-**Vulnerability:** The `/process-url` endpoint used `httpx.AsyncClient(follow_redirects=True)` after validating the initial user-provided URL against SSRF protections. However, it did not validate the target URLs of any subsequent HTTP redirects, allowing an attacker to provide a safe URL that redirects to an internal/private IP, bypassing the security check.
-**Learning:** Initial URL validation is insufficient when the HTTP client is configured to follow redirects automatically. The client must be explicitly configured to validate every redirect target.
-**Prevention:** When using `httpx.AsyncClient(follow_redirects=True)` for user-provided URLs, always implement a redirect validator hook function (e.g., using `event_hooks={'response': [validate_redirect]}`) that resolves the `Location` header and passes it through the same SSRF validation logic before the redirect is followed.

BUILD_DATE

@@ -1 +1 @@
-2026-04-07T09:34:53Z
+2026-06-01T03:41:15Z

CHANGELOG.md

@@ -10,6 +10,190 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 <!-- version list -->
 
+## v0.173.4 (2026-06-01)
+
+### Bug Fixes
+
+- Address status dashboard xss review nits
+  ([`425805a`](https://github.com/christianlouis/DocuElevate/commit/425805ab23882944aee0cb02b5e497bc536549c0))
+
+### Build System
+
+- **deps**: Update redis requirement from >=4.5.0 to >=8.0.0
+  ([#904](https://github.com/christianlouis/DocuElevate/pull/904),
+  [`20bde93`](https://github.com/christianlouis/DocuElevate/commit/20bde939eb96ec8e6700b206e046388b6b891e38))
+
+- **deps-dev**: Update pytest-asyncio requirement
+  ([#903](https://github.com/christianlouis/DocuElevate/pull/903),
+  [`4a12559`](https://github.com/christianlouis/DocuElevate/commit/4a125590b9b6cb2f07bae187a9bff708dd92a5c3))
+
+### Documentation
+
+- **changelog**: Update changelog [skip ci]
+  ([`98252e0`](https://github.com/christianlouis/DocuElevate/commit/98252e06c30bba78520a8460d55f508dbf2bdd47))
+
+- **changelog**: Update changelog [skip ci]
+  ([`8be7965`](https://github.com/christianlouis/DocuElevate/commit/8be7965ed1892978092c3f5e02e6252918c237fd))
+
+
+## Unreleased
+
+### Build System
+
+- **deps**: Update redis requirement from >=4.5.0 to >=8.0.0
+  ([#904](https://github.com/christianlouis/DocuElevate/pull/904),
+  [`20bde93`](https://github.com/christianlouis/DocuElevate/commit/20bde939eb96ec8e6700b206e046388b6b891e38))
+
+- **deps-dev**: Update pytest-asyncio requirement
+  ([#903](https://github.com/christianlouis/DocuElevate/pull/903),
+  [`4a12559`](https://github.com/christianlouis/DocuElevate/commit/4a125590b9b6cb2f07bae187a9bff708dd92a5c3))
+
+### Documentation
+
+- **changelog**: Update changelog [skip ci]
+  ([`8be7965`](https://github.com/christianlouis/DocuElevate/commit/8be7965ed1892978092c3f5e02e6252918c237fd))
+
+
+## Unreleased
+
+### Build System
+
+- **deps-dev**: Update pytest-asyncio requirement
+  ([#903](https://github.com/christianlouis/DocuElevate/pull/903),
+  [`4a12559`](https://github.com/christianlouis/DocuElevate/commit/4a125590b9b6cb2f07bae187a9bff708dd92a5c3))
+
+
+## v0.173.3 (2026-05-31)
+
+### Bug Fixes
+
+- Preserve falsy values in escapeHtml
+  ([`37c27c0`](https://github.com/christianlouis/DocuElevate/commit/37c27c02139ae4a462e1705bda9360b23eb835b3))
+
+### Documentation
+
+- **changelog**: Update changelog [skip ci]
+  ([`cc56127`](https://github.com/christianlouis/DocuElevate/commit/cc561277c9d7d0177b4ac63921637659abb66fba))
+
+- **changelog**: Update changelog [skip ci]
+  ([`948d118`](https://github.com/christianlouis/DocuElevate/commit/948d118926be042cc3c2a68f58241cc2fcfa23ef))
+
+- **changelog**: Update changelog [skip ci]
+  ([`65bd6d7`](https://github.com/christianlouis/DocuElevate/commit/65bd6d71d00ff7078a05ce12b00f228405e2ec1e))
+
+
+## Unreleased
+
+### Documentation
+
+- **changelog**: Update changelog [skip ci]
+  ([`948d118`](https://github.com/christianlouis/DocuElevate/commit/948d118926be042cc3c2a68f58241cc2fcfa23ef))
+
+- **changelog**: Update changelog [skip ci]
+  ([`65bd6d7`](https://github.com/christianlouis/DocuElevate/commit/65bd6d71d00ff7078a05ce12b00f228405e2ec1e))
+
+
+## Unreleased
+
+### Documentation
+
+- **changelog**: Update changelog [skip ci]
+  ([`65bd6d7`](https://github.com/christianlouis/DocuElevate/commit/65bd6d71d00ff7078a05ce12b00f228405e2ec1e))
+
+
+## Unreleased
+
+
+## v0.173.2 (2026-05-23)
+
+### Bug Fixes
+
+- Resolve dependabot npm alerts
+  ([`6fc00b8`](https://github.com/christianlouis/DocuElevate/commit/6fc00b8de10b50b4b2f92f6fadbcf7ebbee7136f))
+
+### Documentation
+
+- Extend product roadmap and milestones
+  ([`e46f9b9`](https://github.com/christianlouis/DocuElevate/commit/e46f9b9a21e5838f883eca4370445e0f1b57e6c9))
+
+- **changelog**: Update changelog [skip ci]
+  ([`427db10`](https://github.com/christianlouis/DocuElevate/commit/427db102d85fa676dcf01118fd3757fb300b979d))
+
+
+## Unreleased
+
+### Documentation
+
+- Extend product roadmap and milestones
+  ([`e46f9b9`](https://github.com/christianlouis/DocuElevate/commit/e46f9b9a21e5838f883eca4370445e0f1b57e6c9))
+
+
+## v0.173.1 (2026-05-22)
+
+### Bug Fixes
+
+- Register Evernote task settings
+  ([`1ca7f56`](https://github.com/christianlouis/DocuElevate/commit/1ca7f562ef284d2fcceca84b38661abe9038912a))
+
+
+## v0.173.0 (2026-05-22)
+
+### Code Style
+
+- Apply ruff auto-fix ([#862](https://github.com/christianlouis/DocuElevate/pull/862),
+  [`4b46c4b`](https://github.com/christianlouis/DocuElevate/commit/4b46c4baf890f3179ac060569ce2e076cf0551b0))
+
+### Features
+
+- **storage**: Add Evernote destination
+  ([#862](https://github.com/christianlouis/DocuElevate/pull/862),
+  [`4b46c4b`](https://github.com/christianlouis/DocuElevate/commit/4b46c4baf890f3179ac060569ce2e076cf0551b0))
+
+
+## v0.172.12 (2026-05-17)
+
+### Bug Fixes
+
+- Validate webhook targets before delivery
+  ([#846](https://github.com/christianlouis/DocuElevate/pull/846),
+  [`e2fa963`](https://github.com/christianlouis/DocuElevate/commit/e2fa96318f5bd45607baa0fe08a0bf14e1ca83d4))
+
+### Testing
+
+- Cover webhook SSRF validation ([#846](https://github.com/christianlouis/DocuElevate/pull/846),
+  [`e2fa963`](https://github.com/christianlouis/DocuElevate/commit/e2fa96318f5bd45607baa0fe08a0bf14e1ca83d4))
+
+
+## v0.172.11 (2026-05-17)
+
+### Bug Fixes
+
+- Escape search result template values
+  ([#853](https://github.com/christianlouis/DocuElevate/pull/853),
+  [`1a02187`](https://github.com/christianlouis/DocuElevate/commit/1a0218799b9a1eb4154e2f4fbb2572cb3922106a))
+
+### Documentation
+
+- **changelog**: Update changelog [skip ci]
+  ([`048f28a`](https://github.com/christianlouis/DocuElevate/commit/048f28a6717fa7f5cf4b235f9142e625e80e5d59))
+
+
+## Unreleased
+
+
+## v0.172.10 (2026-05-17)
+
+### Bug Fixes
+
+- **url-upload**: Handle unsafe redirects as client errors
+  ([`871f788`](https://github.com/christianlouis/DocuElevate/commit/871f788f0bd782ba8ad3a7d70e5cd4ccd24f749b))
+
+### Documentation
+
+- **changelog**: Update changelog [skip ci]
+  ([`58b14ae`](https://github.com/christianlouis/DocuElevate/commit/58b14ae769b85e25290126256de936743609af06))
+
+
 ## Unreleased
 
 

GIT_SHA

@@ -1 +1 @@
-3bd8a52
+425805a

MILESTONES.md

@@ -1,6 +1,6 @@
 # DocuElevate Milestones
 
-**Last Updated:** 2026-02-08
+**Last Updated:** 2026-05-23
 
 This document outlines the release milestones, versioning strategy, and detailed feature breakdown for DocuElevate.
 
@@ -19,17 +19,15 @@ DocuElevate follows [Semantic Versioning 2.0.0](https://semver.org/):
 
 ---
 
-## Current Release: v0.5.0 (February 2026)
+## Current State (Continuous Releases)
 
-### Status: Stable
+DocuElevate ships continuously via automated semantic versioning. Use **GitHub Releases** for the latest build artifacts and **GitHub Milestones** (below) for roadmap tracking.
-- Production-ready document processing
+
-- Multi-provider storage support
+### Last Shipped Milestone: v0.5.0 (Released February 8, 2026)
-- **Database-backed settings management with encryption**
+- Database-backed settings management with encryption
-- **Setup wizard for first-time configuration**
+- Setup wizard for first-time configuration
-- **Admin UI for runtime configuration**
+- Admin UI for runtime configuration
-- **Automated semantic versioning and releases**
+- Release automation via semantic-release
-- OAuth2 authentication with admin group support
-- Basic web UI and REST API
 
 ### Important Note on Versioning
 As of February 2026, DocuElevate uses **automated semantic versioning**:
@@ -130,87 +128,78 @@ As of February 2026, DocuElevate uses **automated semantic versioning**:
 
 ## Upcoming Milestones
 
-### v0.6.0 - Enhanced Search & UI Improvements (April 2026)
+### v0.6.0 - Clarity: Enhanced Search & UI (Target: July 31, 2026)
-**Target Date:** April 1, 2026
+**Target Date:** July 31, 2026
 **Status:** 📋 Planned
-**Theme:** User Experience, Search, Performance
+**Theme:** Search, Discovery, Modern UX
+**Epic:** #863
 
 #### Goals
-- Implement full-text search across documents
+- Hybrid discovery: keyword + semantic search, fast filtering, saved searches
-- Responsive mobile interface
+- Preview-first UX (open, skim, and act quickly)
-- Dark mode support
+- Modern UX polish (accessibility, responsiveness, performance)
-- Document preview in browser
-- Performance optimizations
-- Improved error handling and user feedback
 
 #### Deliverables
-- Full-text search API and UI
+- Semantic search foundation (vectorization + ranking signals)
-- Advanced filtering capabilities
+- Saved searches / smart views
-- Responsive CSS framework integration
+- In-browser preview + “quick actions” (tag, route, export)
-- Dark mode toggle
+- Bulk operations and pagination improvements
-- In-browser document viewer
+- UX polish (dark mode/accessibility where applicable)
-- Loading states and progress indicators
-- Performance benchmarks
-- Mobile-optimized interface
 
 #### Breaking Changes
-- API response format changes for search endpoints (documented)
+- Potential pagination/search response changes (must be versioned and documented)
 
 #### Migration Path
-- Search endpoint changes will be versioned (/api/v1/search → /api/v2/search)
+- Version endpoints where needed and keep previous versions working for at least 2 minor milestones
-- Old endpoints deprecated but functional for 2 releases
 
 ---
 
-### v0.4.5 - Workflow Automation (June 2026)
+### v0.7.0 - Conductor: Workflow Automation & Integrations (Target: September 30, 2026)
-**Target Date:** June 1, 2026
+**Target Date:** September 30, 2026
 **Status:** 📋 Planned
 **Theme:** Automation, Integration, Webhooks
+**Epic:** #864
 
 #### Goals
-- Custom processing pipelines
+- First-class workflow model (steps, state, retries) that matches what the system actually executes
-- Conditional routing based on document type
+- Workflow-aware UI status, retries, and observability
-- Webhook support for external integrations
+- Webhooks + event-driven automation foundations
-- Rule-based classification
-- Scheduled batch processing
 
 #### Deliverables
-- Pipeline configuration UI
+- Workflow object model and storage
-- Webhook management interface
+- Workflow-aware file detail view + status dashboard
-- Rule engine for document routing
+- Scheduling primitives (recurring jobs / delayed runs)
-- Batch processing scheduler
+- Webhook system (outbound events + inbound triggers)
-- Integration examples and templates
+- Integration templates and documentation
-- Webhook payload documentation
 
 ---
 
-### v0.7.0 - Advanced AI & Multi-language (August 2026)
+### v0.8.0 - Signal: AI Quality, RAG, and Multi-language (Target: November 30, 2026)
-**Target Date:** August 1, 2026
+**Target Date:** November 30, 2026
 **Status:** 📋 Planned
-**Theme:** AI Enhancement, Internationalization
+**Theme:** AI Quality, Retrieval, Internationalization
+**Epic:** #865
 
 #### Goals
-- Custom AI model support
+- “Chat with Library” foundations (retrieval + UI)
-- Multi-language OCR
+- Local AI options for privacy-sensitive setups
-- Document similarity detection
+- Measurable AI quality (confidence + human review loop)
-- Duplicate detection
+- Expand multilingual capability across OCR + UI
-- UI internationalization (i18n)
-- API localization
 
 #### Deliverables
-- Custom model integration API
+- Vector DB integration and embeddings pipeline
-- Multi-language OCR configuration
+- Chat UI foundations and retrieval API
-- Similarity algorithm implementation
+- Confidence scoring + human review/edit loop for extracted fields
-- Duplicate detection service
+- Multi-language OCR configuration improvements
-- Translation framework (10+ languages)
+- Expanded i18n coverage + localized docs
-- Localized documentation
 
 ---
 
-### v1.0.0 - Enterprise Edition (November 2026)
+### v1.0.0 - Summit: Enterprise Edition (Target: March 31, 2027)
-**Target Date:** November 1, 2026
+**Target Date:** March 31, 2027
 **Status:** 📋 Planned
 **Theme:** Enterprise Features, Scalability, Multi-tenancy
+**Epic:** #866
 
 This is our first major release, marking production-ready enterprise capabilities.
 
@@ -244,6 +233,60 @@ This is our first major release, marking production-ready enterprise capabilitie
 
 ---
 
+### v2.0.0 - Horizon: Platform Expansion (Target: September 30, 2027)
+**Target Date:** September 30, 2027
+**Status:** 📋 Planned
+**Theme:** Ecosystem, Platform, Distribution
+**Epic:** #867
+
+#### Goals
+- Make DocuElevate extensible by design (plugins + templates)
+- Expand integrations and developer experience
+- Harden multi-surface experiences (web, mobile, extension, CLI) as a cohesive product
+
+#### Deliverables
+- Plugin system foundations and public extension points
+- Template library for pipelines/workflows + “starter kits”
+- Integration hub patterns (webhooks, events, connectors)
+- SDK + documentation for extensions
+
+---
+
+### v2.1.0 - Sentinel: Governance & Policy (Target: March 31, 2028)
+**Target Date:** March 31, 2028
+**Status:** 📋 Planned
+**Theme:** Governance, Compliance, Policy-driven Automation
+**Epic:** #868
+
+#### Goals
+- Make governance first-class (retention, legal hold, PII workflows)
+- Provide tamper-evident auditing and admin controls
+- Introduce policy-driven approvals for sensitive automation
+
+#### Deliverables
+- Retention policies + legal hold primitives
+- PII detection + redaction workflows
+- Tamper-evident audit trails + admin activity feed
+- Policy-as-code concepts for workflows (with approval gates)
+
+---
+
+### v3.0.0 - Constellation: Integration Hub & Agent Platform (Target: September 30, 2028)
+**Target Date:** September 30, 2028
+**Status:** 📋 Planned
+**Theme:** Ecosystem, Agents, Interoperability
+**Epic:** #869
+
+#### Goals
+- Make DocuElevate the “system of record” for document intelligence in an organization
+- Support external automation ecosystems (Zapier/Make/n8n) and agent runtimes
+- Provide a clean interoperability layer for modern AI tools
+
+#### Deliverables
+- DocuElevate MCP server (search, retrieve, summarize, route) and documentation
+- Connector marketplace concepts (curated + community)
+- Event stream + webhooks at scale (delivery guarantees, retries, signing)
+
 ## Release Process
 
 ### Automated Semantic Versioning (v0.6.0+)
@@ -255,15 +298,15 @@ Starting with v0.6.0, releases are fully automated using `python-semantic-releas
 4. **Automatic Updates**:
    - Updates `VERSION` file
    - Generates/updates `CHANGELOG.md`
-   - Creates Git tag (e.g., `v0.6.0`)
+   - Creates Git tag (e.g., `v0.173.1`)
    - Creates GitHub Release with notes
    - Triggers Docker image builds
 5. **No Manual Steps**: VERSION and CHANGELOG are never edited manually
 
 ### Version Bump Rules
-- `feat:` commits → Minor version (0.5.0 → 0.6.0)
+- `feat:` commits → Minor version (e.g., 0.173.1 → 0.174.0)
-- `fix:`, `perf:` → Patch version (0.5.0 → 0.5.1)
+- `fix:`, `perf:` → Patch version (e.g., 0.173.1 → 0.173.2)
-- `feat!:`, `BREAKING CHANGE:` → Major version (0.5.0 → 1.0.0)
+- `feat!:`, `BREAKING CHANGE:` → Major version (e.g., 0.173.1 → 1.0.0)
 - Other types (docs, chore, etc.) → No version bump
 
 ### Pre-release Checklist (Automated)
@@ -297,10 +340,13 @@ Starting with v0.6.0, releases are fully automated using `python-semantic-releas
 | v0.3.2 | 2026-02-06 | Security Updates | Released |
 | v0.3.3 | 2026-02-08 | Drag-and-Drop Upload | Released |
 | v0.5.0 | 2026-02-08 | **Settings & Encryption** | **Released** |
-| v0.6.0 | 2026-04 | Search & UX | Planned |
+| v0.6.0 | 2026-07-31 | **Clarity:** Search & UX | Planned |
-| v0.7.0 | 2026-08 | Advanced AI | Planned |
+| v0.7.0 | 2026-09-30 | **Conductor:** Workflows & Integrations | Planned |
-| v1.0.0 | 2026-11 | Enterprise | Planned |
+| v0.8.0 | 2026-11-30 | **Signal:** AI Quality, RAG, Multi-language | Planned |
-| v2.0.0 | 2027-Q3 | Platform Expansion | Future |
+| v1.0.0 | 2027-03-31 | **Summit:** Enterprise | Planned |
+| v2.0.0 | 2027-09-30 | **Horizon:** Platform Expansion | Future |
+| v2.1.0 | 2028-03-31 | **Sentinel:** Governance & Policy | Future |
+| v3.0.0 | 2028-09-30 | **Constellation:** Integration Hub & Agents | Future |
 
 ---
 

README.md

@@ -35,7 +35,7 @@ DocuElevate is an intelligent document processing system that automates the inge
 
 - **AI-Powered Metadata Extraction** — pluggable AI providers including OpenAI, Anthropic Claude, Google Gemini, Ollama (local), OpenRouter, Portkey, and Azure OpenAI via LiteLLM
 - **Multi-Engine OCR** — Azure Document Intelligence, Tesseract, EasyOCR, Mistral OCR, Google Cloud Document AI, and AWS Textract with configurable merge strategies
-- **12 Storage Destinations** — Dropbox, Google Drive, OneDrive, Amazon S3, Nextcloud, WebDAV, FTP, SFTP, iCloud Drive, Email (SMTP), Paperless-ngx, and Rclone
+- **13 Storage Destinations** — Dropbox, Google Drive, OneDrive, Amazon S3, Nextcloud, WebDAV, FTP, SFTP, iCloud Drive, Email (SMTP), Paperless-ngx, Evernote, and Rclone
 - **Multi-Channel Ingestion** — web upload, browser extension, mobile app, CLI, REST API, IMAP email, and watched folders (local, cloud, FTP/SFTP)
 - **Processing Pipelines** — customizable multi-step workflows with conditional routing rules
 - **Full-Text Search** — powered by Meilisearch for instant document discovery
@@ -106,6 +106,7 @@ Processed documents are distributed to any combination of configured destination
 | **iCloud Drive** | Apple cloud |
 | **Email (SMTP)** | Send as attachment |
 | **Paperless-ngx** | Document management system |
+| **Evernote** | Notes with PDF attachments |
 | **Rclone** | 70+ cloud providers via Rclone |
 
 ## Features
@@ -245,6 +246,7 @@ See the [Kubernetes Deployment Guide](docs/KubernetesDeployment.md) for full det
 | [Google Drive](docs/GoogleDriveSetup.md) | Google Drive service account / OAuth |
 | [OneDrive](docs/OneDriveSetup.md) | Microsoft OneDrive setup |
 | [Amazon S3](docs/AmazonS3Setup.md) | S3 bucket configuration |
+| [Evernote](docs/EvernoteSetup.md) | Evernote note creation |
 | [Authentication](docs/AuthenticationSetup.md) | OAuth2, OIDC, and social login |
 | [Notifications](docs/NotificationsSetup.md) | Notification backend setup |
 
@@ -327,6 +329,7 @@ The following is a summary of the licenses used by our direct dependencies:
 | pypdf      | BSD     |
 | Requests   | Apache 2.0 |
 | Dropbox SDK | MIT    |
+| Evernote SDK | BSD    |
 | Azure AI Document Intelligence | MIT |
 | Authlib    | BSD     |
 | Starlette  | BSD     |

ROADMAP.md

@@ -1,169 +1,139 @@
 # DocuElevate Roadmap
 
-**Last Updated:** 2026-02-08
+**Last Updated:** 2026-05-23
-**Version:** 1.0
+**Version:** 2.0
 
 ## Vision
 
 DocuElevate aims to be the premier open-source intelligent document processing platform, providing seamless integration with cloud storage providers, advanced AI-powered metadata extraction, and enterprise-grade security and scalability.
 
+## How to Read This Roadmap
+
+DocuElevate ships frequently (automated semantic versioning), so this roadmap is organized around **milestone outcomes** and **themes**, not exact build numbers.
+
+- **P0** = required for the milestone to feel “done”
+- **P1** = strongly desired; may slip if needed
+- **P2** = nice-to-have / opportunistic
+
+For the detailed milestone breakdown and target dates, see [MILESTONES.md](MILESTONES.md).
+
 ## Release Naming
 
 Each major milestone release carries a codename to anchor key project moments. These names appear in the status dashboard, build metadata, and changelog. For details, see [docs/ReleaseNaming.md](docs/ReleaseNaming.md).
 
-| Version Range | Codename      | Theme                                           |
+| Milestone | Codename        | Theme |
-|---------------|---------------|--------------------------------------------------|
+|----------|------------------|-------|
-| 0.5.x         | **Foundation** | Core platform, multi-provider storage, AI, UI   |
+| v0.6.0   | **Clarity**      | Search, discovery, and modern UX |
-| 0.6.x         | **Clarity**    | Enhanced search, filtering, UI/UX improvements  |
+| v0.7.0   | **Conductor**    | Workflows, orchestration, and integrations |
-| 0.7.x         | **Conductor**  | Workflow automation, pipelines, rule-based logic |
+| v0.8.0   | **Signal**       | AI quality, multilingual, and “Chat with Library” foundations |
-| 1.0.x         | **Summit**     | Enterprise features, multi-tenancy, RBAC        |
+| v1.0.0   | **Summit**       | Enterprise readiness (multi-tenancy, RBAC, scaling) |
-| 1.1.x         | **Bridge**     | Collaboration, sharing, analytics                |
+| v2.0.0   | **Horizon**      | Platform expansion and ecosystem maturity |
-| 2.0.x         | **Horizon**    | On-premise AI, platform expansion               |
+| v2.1.0+  | **Sentinel**     | Governance, compliance, and policy-driven automation |
+| v3.0.0   | **Constellation**| Integration hub, agents, and interoperability |
 
-## Current Status (v0.5.0 "Foundation")
+## Current Product Capabilities (Today)
 
 ### Core Features ✅
-- Multi-provider document storage (Dropbox, Google Drive, OneDrive, Nextcloud, S3, etc.)
+- Multi-channel ingestion (web upload, IMAP email, watched folders, mobile, CLI, API)
-- IMAP email integration for document ingestion
+- Multi-engine OCR + AI extraction with configurable providers
-- OCR processing via Azure Document Intelligence
+- Customizable processing pipelines and routing rules
-- AI-powered metadata extraction via OpenAI
+- Full-text search and document discovery
-- PDF conversion via Gotenberg
+- Multi-destination distribution (cloud providers, DMS, protocols, email)
-- Web UI for document upload and management
+- Admin UI for configuration (database-backed settings, encryption, setup wizard)
-- **Database-backed settings management with admin UI**
+- Production hardening building blocks (CI/CD, security docs, deployment guides)
-- **Fernet encryption for sensitive configuration**
-- **Setup wizard for first-time installation**
-- REST API with OpenAPI documentation
-- Celery-based async task processing
-- OAuth2 authentication via Authentik with admin group support
 
-## Short-term Goals (Q1-Q2 2026) - v0.4.x to v0.5.x "Foundation"
+## Feature Landscape (Themes)
 
-### Quality & Stability 🎯
+### 1) Search & Discovery
-- **Test Coverage** (High Priority)
+- **P0:** hybrid search (keyword + semantic), fast faceted filtering, saved searches
-  - [ ] Achieve 80% code coverage for core modules
+- **P1:** “explain results” (why a document matched), query suggestions, pinned results
-  - [ ] Add integration tests for all storage providers
+- **P2:** entity search (people/companies/amounts/dates) and graph-style exploration
-  - [ ] Add end-to-end workflow tests
-  - [ ] Performance benchmarks and load testing
 
-- **Code Quality** (High Priority)
+### 2) AI Quality & Trust
-  - [ ] Enable strict linting in CI/CD
+- **P0:** confidence scoring, human review/edit loop, extraction evaluation harness
-  - [ ] Refactor large modules for better maintainability
+- **P1:** per-document-type schemas/templates, active learning (feedback improves extraction)
-  - [ ] Add comprehensive type hints
+- **P2:** multi-model routing (choose model by cost/latency/accuracy per step)
-  - [ ] Improve error handling and user feedback
 
-- **Security** (Critical Priority)
+### 3) Workflow Automation & Orchestration
-  - [x] Fix known vulnerabilities in dependencies
+- **P0:** first-class workflow model (steps, state, retries), workflow-aware UI status
-  - [ ] Implement rate limiting on API endpoints
+- **P1:** visual workflow builder, scheduling, webhooks, and event-driven triggers
-  - [ ] Add CSRF protection
+- **P2:** agentic workflows (“autopilot” suggestions with approval gates)
-  - [ ] Security audit by external party
-  - [ ] Implement API key rotation
-  - [ ] Add audit logging for sensitive operations
 
-- **Release Automation** (Completed ✅)
+### 4) Integrations & Ecosystem (Including MCP)
-  - [x] Implement semantic-release for automated versioning
+- **P0:** stable webhooks + outbound actions (Slack/Teams, email, DMS), bi-directional sync where supported
-  - [x] Add conventional commit validation
+- **P1:** “Integration Hub” (Zapier/Make/n8n style), connector templates, secrets handling patterns
-  - [x] Automate CHANGELOG generation
+- **P2:** **MCP**: ship a DocuElevate MCP server (search, retrieve, summarize, route) + allow MCP tools as pipeline steps
-  - [x] Integrate Docker builds with releases
 
-### Features - v0.4.0
+### 5) Governance, Compliance, and Security
-- **Enhanced Search & Filtering** → _preparing for v0.6.0 "Clarity"_
+- **P0:** audit trails, tamper-evident logs, API key lifecycle/rotation, admin activity feed
-  - [ ] Full-text search across documents
+- **P1:** retention policies, legal hold, PII detection + redaction, data residency controls
-  - [ ] Advanced filtering by metadata, tags, date ranges
+- **P2:** compliance packs (SOC2/GDPR/HIPAA), BYOK/KMS integration paths
-  - [ ] Saved search queries
-  - [ ] Bulk operations on search results
 
-- **Improved UI/UX**
+### 6) Enterprise & Scale
-  - [ ] Responsive mobile interface
+- **P0:** multi-tenancy, RBAC, horizontal scaling reference architecture
-  - [ ] Dark mode support
+- **P1:** SCIM provisioning, SAML/Okta/Azure AD hardening, quotas/billing at org level
-  - [ ] Document preview in browser
+- **P2:** multi-region deployment patterns and disaster recovery playbooks
-  - [ ] Drag-and-drop file upload
-  - [ ] Progress indicators for long-running tasks
-  - [ ] Real-time notifications via WebSocket
 
-### Features - v0.5.0 "Foundation"
+## Release Plan (Extended)
-- **Workflow Automation** → _evolving into v0.7.0 "Conductor"_
-  - [ ] Custom processing pipelines
-  - [ ] Conditional routing based on document type
-  - [ ] Scheduled batch processing
-  - [ ] Webhook support for external integrations
-  - [ ] Rule-based document classification
 
-- **Advanced AI Features**
+This plan extends the existing milestones with a clearer thematic arc and a forward-looking “beyond v2.0” horizon. Each milestone links to an epic issue that owns scope and sub-issues.
-  - [ ] Custom AI models for specialized document types
-  - [ ] Multi-language OCR support
-  - [ ] Document similarity detection
-  - [ ] Automatic duplicate detection
-  - [ ] Intelligent document splitting
 
-## Medium-term Goals (Q3-Q4 2026) - v1.0.x "Summit"
+### v0.6.0 — Clarity (Search & UX)
+- **Outcome:** users can reliably find, preview, and act on documents in seconds
+- **P0:** semantic search + hybrid ranking, saved searches, fast filters, preview-first UX
+- **P1:** bulk operations, query suggestions, accessibility/dark mode polish
+- **Tracking:** GitHub milestone `v0.6.0 - Enhanced Search & UI` (epic #863)
 
-### Enterprise Features - v1.0.0 "Summit"
+### v0.7.0 — Conductor (Workflows & Integrations)
-- **Multi-tenancy**
+- **Outcome:** workflows are explicit, inspectable, and automatable end-to-end
-  - [ ] Organization/team management
+- **P0:** workflow object model + workflow-aware UI status, retries, pipeline definitions
-  - [ ] Role-based access control (RBAC)
+- **P1:** workflow builder, scheduling, inbound/outbound webhooks
-  - [ ] Per-tenant configuration
+- **P2:** integration templates + “connector marketplace” concepts
-  - [ ] Resource quotas and limits
+- **Tracking:** GitHub milestone `v0.7.0 - Workflow Automation` (epic #864)
-  - [ ] Audit logs per organization
 
-- **Scalability**
+### v0.8.0 — Signal (AI Quality + “Chat with Library” Foundations)
-  - [ ] Horizontal scaling support
+- **Outcome:** AI features are measurable, reviewable, and safe to trust
-  - [ ] Distributed task processing
+- **P0:** vector DB + embeddings pipeline, chat UI foundations, local AI options
-  - [ ] Caching layer (Redis/Memcached)
+- **P1:** confidence scoring and review loop, extraction evaluation harness
-  - [ ] Database connection pooling
+- **P2:** multilingual UX + localization expansion
-  - [ ] Message queue optimization
+- **Tracking:** GitHub milestone `v0.8.0 - Advanced AI & Multi-language` (epic #865)
 
-- **Advanced Integrations**
+### v1.0.0 — Summit (Enterprise Readiness)
-  - [ ] Microsoft SharePoint integration
+- **Outcome:** teams can run DocuElevate with strong isolation, access control, and scale
-  - [ ] Slack/Teams bot integration
+- **P0:** multi-tenancy, RBAC, audit logging, scaling guidance
-  - [ ] Zapier/Make.com integration
+- **P1:** SSO hardening (SAML/LDAP), org-level quotas and billing hooks
-  - [ ] Custom webhook receivers
+- **P2:** enterprise admin experience (policies, approvals, reporting)
-  - [ ] GraphQL API
+- **Tracking:** GitHub milestone `v1.0.0 - Enterprise Edition` (epic #866)
 
-### Features - v1.1.0 "Bridge"
+### v2.0.0 — Horizon (Platform Expansion)
-- **Collaboration**
+- **Outcome:** DocuElevate becomes an extensible platform with a thriving ecosystem
-  - [ ] Document sharing with expiring links
+- **P0:** plugin system foundations, SDK + templates, deeper integrations
-  - [ ] Comments and annotations
+- **P1:** marketplace patterns, app distribution, mobile/extension maturity
-  - [ ] Version history and rollback
+- **P2:** multi-workspace experiences (personal + org)
-  - [ ] Real-time collaborative editing metadata
+- **Tracking:** GitHub milestone `v2.0.0 - Platform Expansion` (epic #867)
-  - [ ] Activity feed
 
-- **Reporting & Analytics**
+### v2.1.0+ — Sentinel (Governance & Policy)
-  - [ ] Processing statistics dashboard
+- **Outcome:** governance becomes a first-class layer (policy-driven automation)
-  - [ ] Storage usage analytics
+- **P0:** retention + legal hold, PII detection/redaction, tamper-evident audit trails
-  - [ ] AI confidence scores and accuracy tracking
+- **P1:** BYOK/KMS integration patterns, advanced access policies, compliance reporting
-  - [ ] Cost analysis per provider
+- **P2:** “policy as code” for workflows + approvals (change management)
-  - [ ] Export reports (PDF, CSV, Excel)
+- **Tracking:** GitHub milestone `v2.1.0 - Governance & Policy (Sentinel)` (epic #868)
 
-## Long-term Goals (2027+) - v2.0+ "Horizon"
+### v3.0.0 — Constellation (Integration Hub & Agent Platform)
+- **Outcome:** DocuElevate plugs into modern automation and AI ecosystems as a first-class system of record
+- **P0:** MCP server, durable event stream + production-grade webhooks
+- **P1:** connector templates + curated catalog, agent-friendly permissioning and auditing
+- **P2:** bring-your-own-agent patterns (sandboxing, scoped credentials)
+- **Tracking:** GitHub milestone `v3.0.0 - Integration Hub & Agent Platform (Constellation)` (epic #869)
 
-### Strategic Initiatives
+## Research Bets (Optional / Experimental)
-- **On-Premise AI Models**
-  - [ ] Self-hosted OCR (Tesseract, EasyOCR)
-  - [ ] Local LLM integration (Ollama, LLaMA)
-  - [ ] GPU acceleration support
-  - [ ] Model fine-tuning interface
-  - [ ] Hybrid cloud/on-premise processing
 
-- **Advanced Document Management**
+These are longer-horizon bets that should only be productized if they prove real user value.
-  - [ ] Document lifecycle management
-  - [ ] Retention policies and auto-deletion
-  - [ ] Compliance templates (GDPR, HIPAA, SOC2)
-  - [ ] Digital signature support
-  - [ ] Encryption at rest and in transit
 
-- **Platform Expansion**
+- Knowledge graph over extracted entities (contracts ↔ vendors ↔ invoices)
-  - [ ] Desktop applications (Electron)
+- Auto-generated “case files” (collections) from intent (“tax 2025”, “project alpha”)
-  - [ ] Mobile apps (iOS/Android)
+- Privacy-preserving learning (federated patterns) to improve extraction quality
-  - [ ] Browser extensions
+- Document provenance (signing, attestations) and tamper detection
-  - [ ] Command-line interface (CLI)
-  - [ ] VS Code extension for developers
-
-### Research & Innovation
-- [ ] Machine learning for custom document types
-- [ ] Blockchain for document provenance
-- [ ] Federated learning for privacy-preserving AI
-- [ ] Edge computing support
-- [ ] Quantum-resistant encryption
 
 ## Community & Ecosystem
 

RUNTIME_INFO

@@ -1,10 +1,10 @@
 DocuElevate Build Information
 ==============================
-Version: 0.172.9
+Version: 0.173.4
-Build Date: 2026-04-07T09:34:53Z
+Build Date: 2026-06-01T03:41:15Z
-Git Commit: 3bd8a52ea201b33d6071c9b3a7fdace582e65fd5
+Git Commit: 425805ab23882944aee0cb02b5e497bc536549c0
-Git Short SHA: 3bd8a52
+Git Short SHA: 425805a
 Git Branch: main
-Commit Date: 2026-04-07T11:34:28+02:00
+Commit Date: 2026-06-01T05:40:53+02:00
-Build Timestamp: 2026-04-07T09:34:53Z
+Build Timestamp: 2026-06-01T03:41:16Z
 ==============================

VERSION

@@ -1 +1 @@
-0.172.9
+0.173.4

app/api/subscriptions.py

@@ -9,7 +9,7 @@ Public endpoints:
 """
 
 import logging
-from datetime import datetime, timezone
+from datetime import datetime, time, timedelta, timezone
 from typing import Annotated, Any
 
 from fastapi import APIRouter, Depends, HTTPException, Request, status
@@ -207,19 +207,29 @@ def platform_stats(request: Request, db: DbSession, _admin: AdminUser) -> dict[s
     from app.models import FileRecord, UserProfile
 
     today = datetime.now(timezone.utc).date()
+    day_start = datetime.combine(today, time.min, tzinfo=timezone.utc)
+    day_end = day_start + timedelta(days=1)
+    month_start = day_start.replace(day=1)
+    if month_start.month == 12:
+        month_end = month_start.replace(year=month_start.year + 1, month=1)
+    else:
+        month_end = month_start.replace(month=month_start.month + 1)
 
     # Total files
     total_files: int = db.query(func.count(FileRecord.id)).scalar() or 0
 
     # Files today
     files_today: int = (
-        db.query(func.count(FileRecord.id)).filter(func.date(FileRecord.created_at) == today).scalar() or 0
+        db.query(func.count(FileRecord.id))
+        .filter(FileRecord.created_at >= day_start, FileRecord.created_at < day_end)
+        .scalar()
+        or 0
     )
 
     # Files this month
     files_this_month: int = (
         db.query(func.count(FileRecord.id))
-        .filter(func.strftime("%Y-%m", FileRecord.created_at) == today.strftime("%Y-%m"))
+        .filter(FileRecord.created_at >= month_start, FileRecord.created_at < month_end)
         .scalar()
         or 0
     )

app/api/url_upload.py

@@ -28,6 +28,10 @@ logger = logging.getLogger(__name__)
 router = APIRouter()
 
 
+class UnsafeRedirectError(httpx.RequestError):
+    """Raised when a redirect target fails URL safety checks."""
+
+
 class URLUploadRequest(BaseModel):
     """Request model for URL-based file upload"""
 
@@ -120,9 +124,10 @@ async def verify_redirect(response: httpx.Response) -> None:
             try:
                 validate_url_safety(new_url)
             except HTTPException as e:
-                # Map the validation error to an httpx exception so it can be handled
+                raise UnsafeRedirectError(
-                # properly by the caller, avoiding raw HTTPExceptions escaping the client scope
+                    f"Redirect to unsafe URL blocked: {e.detail}",
-                raise httpx.RequestError(f"Redirect to unsafe URL blocked: {e.detail}", request=response.request) from e
+                    request=response.request,
+                ) from e
 
 
 @router.post("/process-url")
@@ -170,19 +175,6 @@ async def process_url(
     if not safe_filename:
         safe_filename = "download"
 
-    # Hook to validate redirects and prevent SSRF
-    async def validate_redirect(response: httpx.Response):
-        if response.is_redirect:
-            location = response.headers.get("Location")
-            if location:
-                # Resolve relative URLs
-                next_url = urllib.parse.urljoin(str(response.url), location)
-                try:
-                    validate_url_safety(next_url)
-                except HTTPException as e:
-                    # Reraise as a RequestError so httpx aborts the request
-                    raise httpx.RequestError(f"Unsafe redirect target: {e.detail}", request=response.request)
-
     # Download file with security measures
     # Initialize target_path to None to prevent UnboundLocalError in exception handlers
     # that may execute before target_path is assigned during error cases
@@ -194,11 +186,10 @@ async def process_url(
         async with httpx.AsyncClient(
             timeout=settings.http_request_timeout,
             follow_redirects=True,
-            event_hooks={"response": [validate_redirect]},
+            event_hooks={"response": [verify_redirect]},
             headers={
                 "User-Agent": "DocuElevate/1.0",  # Identify ourselves
             },
-            event_hooks={"response": [verify_redirect]},
         ) as client:
             async with client.stream("GET", url) as response:
                 response.raise_for_status()
@@ -285,6 +276,10 @@ async def process_url(
         logger.error(f"HTTP error while downloading file from URL: {url} - {str(e)}")
         raise HTTPException(status_code=e.response.status_code, detail=f"HTTP error: {str(e)}")
 
+    except UnsafeRedirectError as e:
+        logger.warning(f"Unsafe redirect blocked while downloading file from URL: {url} - {str(e)}")
+        raise HTTPException(status_code=400, detail=str(e))
+
     except httpx.RequestError as e:
         logger.error(f"Error downloading file from URL: {url} - {str(e)}")
         raise HTTPException(status_code=500, detail=f"Failed to download file: {str(e)}")

app/celery_worker.py

@@ -46,6 +46,7 @@ from app.tasks.translate_to_default_language import translate_to_default_languag
 # Import new send tasks
 from app.tasks.upload_to_dropbox import upload_to_dropbox  # noqa: F401
 from app.tasks.upload_to_email import upload_to_email  # noqa: F401
+from app.tasks.upload_to_evernote import upload_to_evernote  # noqa: F401
 from app.tasks.upload_to_ftp import upload_to_ftp  # noqa: F401
 from app.tasks.upload_to_google_drive import upload_to_google_drive  # noqa: F401
 from app.tasks.upload_to_icloud import upload_to_icloud  # noqa: F401

app/config.py

@@ -154,6 +154,17 @@ class Settings(BaseSettings):
     #           "language": "Language", "correspondent": "Correspondent"}
     paperless_custom_fields_mapping: Optional[str] = None
 
+    # Evernote destination settings
+    evernote_enabled: bool = Field(
+        default=True,
+        description="Enable Evernote as an upload destination. Set to False to disable uploads even when credentials are configured.",
+    )
+    evernote_auth_token: Optional[str] = None
+    evernote_sandbox: bool = False
+    evernote_notebook_guid: Optional[str] = None
+    evernote_default_tags: Optional[str] = None
+    evernote_include_metadata: bool = True
+
     azure_ai_key: str
     azure_region: str
     azure_endpoint: str

app/tasks/send_to_all.py

@@ -10,6 +10,7 @@ from app.models import FileRecord, IntegrationDirection, UserIntegration
 from app.tasks.retry_config import BaseTaskWithRetry
 from app.tasks.upload_to_dropbox import upload_to_dropbox
 from app.tasks.upload_to_email import upload_to_email
+from app.tasks.upload_to_evernote import upload_to_evernote
 from app.tasks.upload_to_ftp import upload_to_ftp
 from app.tasks.upload_to_google_drive import upload_to_google_drive
 from app.tasks.upload_to_icloud import upload_to_icloud
@@ -100,6 +101,11 @@ def _should_upload_to_email():
     )
 
 
+def _should_upload_to_evernote():
+    token = getattr(settings, "evernote_auth_token", None)
+    return bool(getattr(settings, "evernote_enabled", True) and isinstance(token, str) and token.strip())
+
+
 def _should_upload_to_onedrive():
     return bool(
         getattr(settings, "onedrive_enabled", True)
@@ -151,6 +157,7 @@ def get_configured_services_from_validator():
         "FTP Storage": "ftp",
         "SFTP Storage": "sftp",
         "Email": "email",
+        "Evernote": "evernote",
         "OneDrive": "onedrive",
         "S3 Storage": "s3",
         "SharePoint": "sharepoint",
@@ -254,6 +261,11 @@ def send_to_all_destinations(self, file_path: str, use_validator=True, file_id:
             "should_upload": _should_upload_to_email,
             "upload_func": upload_to_email,
         },
+        {
+            "name": "evernote",
+            "should_upload": _should_upload_to_evernote,
+            "upload_func": upload_to_evernote,
+        },
         {
             "name": "onedrive",
             "should_upload": _should_upload_to_onedrive,

app/tasks/upload_to_evernote.py

@@ -0,0 +1,242 @@
+#!/usr/bin/env python3
+
+import hashlib
+import json
+import logging
+import mimetypes
+import os
+from html import escape
+from typing import Any
+
+from app.celery_app import celery
+from app.config import settings
+from app.tasks.retry_config import UploadTaskWithRetry
+from app.utils import log_task_progress
+
+logger = logging.getLogger(__name__)
+
+_UNKNOWN_PLACEHOLDERS = {"", "Unknown", "unknown", "N/A", "n/a", "None", "none", "null"}
+_MAX_EVERNOTE_TITLE_LENGTH = 255
+
+
+def _get_evernote_sdk():
+    """Import the Evernote SDK lazily so the missing dependency error is actionable."""
+    try:
+        from evernote.edam.notestore import NoteStore
+        from evernote.edam.type import ttypes as Types
+        from evernote.edam.userstore import UserStore
+        from thrift.protocol import TBinaryProtocol
+        from thrift.transport import THttpClient
+    except ImportError as exc:
+        raise RuntimeError("Evernote upload requires the evernote3 package. Install requirements.txt again.") from exc
+    return NoteStore, Types, UserStore, TBinaryProtocol, THttpClient
+
+
+def _build_thrift_client(client_cls, url: str, binary_protocol, http_transport):
+    transport = http_transport.THttpClient(url)
+    protocol = binary_protocol.TBinaryProtocol(transport)
+    return client_cls(protocol)
+
+
+def _get_note_store(auth_token: str):
+    NoteStore, Types, UserStore, TBinaryProtocol, THttpClient = _get_evernote_sdk()
+
+    base_url = (
+        "https://sandbox.evernote.com" if getattr(settings, "evernote_sandbox", False) else "https://www.evernote.com"
+    )
+    user_store = _build_thrift_client(UserStore.Client, f"{base_url}/edam/user", TBinaryProtocol, THttpClient)
+    user = user_store.getUser(auth_token)
+    shard_id = getattr(user, "shardId", None)
+    if not shard_id:
+        raise RuntimeError("Evernote user response did not include a shard ID")
+
+    note_store_url = f"{base_url}/shard/{shard_id}/notestore"
+    note_store = _build_thrift_client(NoteStore.Client, note_store_url, TBinaryProtocol, THttpClient)
+    return note_store, Types
+
+
+def _load_metadata(file_path: str) -> dict[str, Any]:
+    """Load extracted DocuElevate metadata from the companion JSON file, when present."""
+    json_path = os.path.splitext(file_path)[0] + ".json"
+    if not os.path.exists(json_path):
+        return {}
+
+    try:
+        with open(json_path, "r", encoding="utf-8") as metadata_file:
+            data = json.load(metadata_file)
+    except Exception as exc:  # noqa: BLE001
+        logger.warning("Failed to load Evernote metadata from %s: %s", json_path, exc)
+        return {}
+
+    return data if isinstance(data, dict) else {}
+
+
+def _normalize_metadata_value(value: Any) -> str:
+    if value is None:
+        return ""
+    if isinstance(value, (list, tuple, set)):
+        normalized = ", ".join(str(item) for item in value if item is not None)
+    elif isinstance(value, dict):
+        normalized = json.dumps(value, ensure_ascii=False, sort_keys=True)
+    else:
+        normalized = str(value)
+
+    normalized = normalized.strip()
+    return "" if normalized in _UNKNOWN_PLACEHOLDERS else normalized
+
+
+def _metadata_rows(metadata: dict[str, Any]) -> list[tuple[str, str]]:
+    rows = []
+    for key in sorted(metadata):
+        value = _normalize_metadata_value(metadata[key])
+        if value:
+            rows.append((key, value))
+    return rows
+
+
+def _extract_tags(metadata: dict[str, Any]) -> list[str]:
+    tags: list[str] = []
+
+    def add_tag(value: Any) -> None:
+        normalized = _normalize_metadata_value(value)
+        if normalized and normalized not in tags:
+            tags.append(normalized)
+
+    default_tags = getattr(settings, "evernote_default_tags", None)
+    if default_tags:
+        for tag in str(default_tags).split(","):
+            add_tag(tag)
+
+    metadata_tags = metadata.get("tags")
+    if isinstance(metadata_tags, str):
+        for tag in metadata_tags.split(","):
+            add_tag(tag)
+    elif isinstance(metadata_tags, (list, tuple, set)):
+        for tag in metadata_tags:
+            add_tag(tag)
+
+    return tags
+
+
+def _note_title(file_path: str, metadata: dict[str, Any]) -> str:
+    title = (
+        _normalize_metadata_value(metadata.get("title"))
+        or _normalize_metadata_value(metadata.get("filename"))
+        or os.path.basename(file_path)
+    )
+    return title[:_MAX_EVERNOTE_TITLE_LENGTH]
+
+
+def _build_enml(metadata: dict[str, Any], resource_hash: str, resource_mime: str, include_metadata: bool) -> str:
+    body_parts = ['<?xml version="1.0" encoding="UTF-8"?>']
+    body_parts.append('<!DOCTYPE en-note SYSTEM "http://xml.evernote.com/pub/enml2.dtd">')
+    body_parts.append("<en-note>")
+
+    if include_metadata:
+        rows = _metadata_rows(metadata)
+        if rows:
+            body_parts.append("<div><b>DocuElevate metadata</b></div>")
+            for key, value in rows:
+                body_parts.append(f"<div><b>{escape(key)}:</b> {escape(value)}</div>")
+            body_parts.append("<br/>")
+
+    body_parts.append(f'<en-media type="{escape(resource_mime)}" hash="{resource_hash}"/>')
+    body_parts.append("</en-note>")
+    return "".join(body_parts)
+
+
+def _create_evernote_note(file_path: str, metadata: dict[str, Any], task_id: str):
+    auth_token = getattr(settings, "evernote_auth_token", None)
+    if not auth_token:
+        raise ValueError("Evernote auth token is not configured (EVERNOTE_AUTH_TOKEN)")
+
+    note_store, Types = _get_note_store(auth_token)
+
+    filename = os.path.basename(file_path)
+    with open(file_path, "rb") as pdf_file:
+        resource_body = pdf_file.read()
+
+    body_hash = hashlib.md5(resource_body).digest()  # noqa: S324 - Evernote API requires MD5 resource hashes.
+    body_hash_hex = hashlib.md5(resource_body).hexdigest()  # noqa: S324 - Evernote ENML references MD5 hashes.
+    resource_mime = mimetypes.guess_type(filename)[0] or "application/pdf"
+
+    data = Types.Data()
+    data.size = len(resource_body)
+    data.bodyHash = body_hash
+    data.body = resource_body
+
+    resource = Types.Resource()
+    resource.mime = resource_mime
+    resource.data = data
+    resource.attributes = Types.ResourceAttributes(fileName=filename)
+
+    note = Types.Note()
+    note.title = _note_title(file_path, metadata)
+    note.content = _build_enml(
+        metadata,
+        body_hash_hex,
+        resource_mime,
+        include_metadata=getattr(settings, "evernote_include_metadata", True),
+    )
+    note.resources = [resource]
+
+    notebook_guid = getattr(settings, "evernote_notebook_guid", None)
+    if notebook_guid:
+        note.notebookGuid = notebook_guid
+
+    tag_names = _extract_tags(metadata)
+    if tag_names:
+        note.tagNames = tag_names
+
+    created_note = note_store.createNote(auth_token, note)
+
+    logger.info("[%s] Created Evernote note %s for %s", task_id, getattr(created_note, "guid", None), file_path)
+    return created_note
+
+
+@celery.task(base=UploadTaskWithRetry, bind=True)
+def upload_to_evernote(self, file_path: str, file_id: int = None):
+    """
+    Upload a document to Evernote by creating a note with metadata and a PDF attachment.
+
+    Args:
+        file_path: Path to the PDF file to upload
+        file_id: Optional file ID to associate with logs
+    """
+    task_id = self.request.id
+    filename = os.path.basename(file_path)
+    logger.info("[%s] Starting Evernote upload: %s", task_id, file_path)
+    log_task_progress(
+        task_id, "upload_to_evernote", "in_progress", f"Uploading to Evernote: {filename}", file_id=file_id
+    )
+
+    if not os.path.exists(file_path):
+        error_msg = f"File not found: {file_path}"
+        logger.error("[%s] %s", task_id, error_msg)
+        log_task_progress(task_id, "upload_to_evernote", "failure", error_msg, file_id=file_id)
+        raise FileNotFoundError(error_msg)
+
+    if not getattr(settings, "evernote_auth_token", None):
+        error_msg = "Evernote auth token is not configured (EVERNOTE_AUTH_TOKEN)"
+        logger.error("[%s] %s", task_id, error_msg)
+        log_task_progress(task_id, "upload_to_evernote", "failure", error_msg, file_id=file_id)
+        raise ValueError(error_msg)
+
+    try:
+        metadata = _load_metadata(file_path)
+        created_note = _create_evernote_note(file_path, metadata, task_id)
+    except Exception as exc:
+        error_msg = f"Failed to upload to Evernote: {exc}"
+        logger.error("[%s] %s", task_id, error_msg)
+        log_task_progress(task_id, "upload_to_evernote", "failure", error_msg, file_id=file_id)
+        raise
+
+    note_guid = getattr(created_note, "guid", None)
+    log_task_progress(task_id, "upload_to_evernote", "success", f"Uploaded to Evernote: {note_guid}", file_id=file_id)
+    return {
+        "status": "Completed",
+        "file_path": file_path,
+        "evernote_note_guid": note_guid,
+        "evernote_title": getattr(created_note, "title", None),
+        "evernote_notebook_guid": getattr(created_note, "notebookGuid", None),
+    }

app/utils/config_validator/providers.py

@@ -174,6 +174,21 @@ def get_provider_status() -> dict[str, dict[str, object]]:
         },
     }
 
+    providers["Evernote"] = {
+        "name": "Evernote",
+        "icon": "fa-brands fa-evernote",
+        "configured": bool(getattr(settings, "evernote_auth_token", None)),
+        "enabled": getattr(settings, "evernote_enabled", True),
+        "description": "Create Evernote notes with document metadata and PDF attachments",
+        "details": {
+            "auth_token": mask_sensitive_value(getattr(settings, "evernote_auth_token", None)),
+            "sandbox": getattr(settings, "evernote_sandbox", False),
+            "notebook_guid": getattr(settings, "evernote_notebook_guid", "Not set"),
+            "default_tags": getattr(settings, "evernote_default_tags", "Not set"),
+            "include_metadata": getattr(settings, "evernote_include_metadata", True),
+        },
+    }
+
     # Add FTP configuration to providers
     providers["FTP Storage"] = {
         "name": "FTP Storage",

app/utils/config_validator/validators.py

@@ -145,6 +145,12 @@ def validate_storage_configs() -> dict[str, list[str]]:
         email_issues.append("DEST_EMAIL_DEFAULT_RECIPIENT is not configured")
     issues["email"] = email_issues
 
+    # Validate Evernote
+    evernote_issues = []
+    if not getattr(settings, "evernote_auth_token", None):
+        evernote_issues.append("EVERNOTE_AUTH_TOKEN is not configured")
+    issues["evernote"] = evernote_issues
+
     # Validate S3
     s3_issues = []
     if not getattr(settings, "s3_bucket_name", None):

app/utils/settings_service.py

@@ -1089,6 +1089,55 @@ SETTING_METADATA = {
         "required": False,
         "restart_required": False,
     },
+    # Storage Providers - Evernote
+    "evernote_enabled": {
+        "category": "Storage Providers",
+        "description": "Enable Evernote as an upload destination. When disabled, no documents will be sent to Evernote even if credentials are configured.",
+        "type": "boolean",
+        "sensitive": False,
+        "required": False,
+        "restart_required": False,
+    },
+    "evernote_auth_token": {
+        "category": "Storage Providers",
+        "description": "Evernote developer token for note creation",
+        "type": "string",
+        "sensitive": True,
+        "required": False,
+        "restart_required": False,
+    },
+    "evernote_sandbox": {
+        "category": "Storage Providers",
+        "description": "Use the Evernote sandbox environment instead of production",
+        "type": "boolean",
+        "sensitive": False,
+        "required": False,
+        "restart_required": False,
+    },
+    "evernote_notebook_guid": {
+        "category": "Storage Providers",
+        "description": "Optional Evernote notebook GUID for uploaded notes",
+        "type": "string",
+        "sensitive": False,
+        "required": False,
+        "restart_required": False,
+    },
+    "evernote_default_tags": {
+        "category": "Storage Providers",
+        "description": "Comma-separated Evernote tags to apply to uploaded notes",
+        "type": "string",
+        "sensitive": False,
+        "required": False,
+        "restart_required": False,
+    },
+    "evernote_include_metadata": {
+        "category": "Storage Providers",
+        "description": "Include extracted document metadata in Evernote note content",
+        "type": "boolean",
+        "sensitive": False,
+        "required": False,
+        "restart_required": False,
+    },
     # Storage Providers - Google Drive
     "google_drive_enabled": {
         "category": "Storage Providers",

app/utils/subscription.py

@@ -29,7 +29,7 @@ At average usage (~40 % of quota) margins improve to 55-65 % after tax.
 from __future__ import annotations
 
 import logging
-from datetime import date, datetime, timezone
+from datetime import date, datetime, time, timedelta, timezone
 from typing import Any
 
 from sqlalchemy import func
@@ -317,6 +317,20 @@ def _today_utc() -> date:
     return datetime.now(timezone.utc).date()
 
 
+def _day_bounds_utc(day: date) -> tuple[datetime, datetime]:
+    start = datetime.combine(day, time.min, tzinfo=timezone.utc)
+    return start, start + timedelta(days=1)
+
+
+def _month_bounds_utc(day: date) -> tuple[datetime, datetime]:
+    start = datetime.combine(day.replace(day=1), time.min, tzinfo=timezone.utc)
+    if start.month == 12:
+        end = start.replace(year=start.year + 1, month=1)
+    else:
+        end = start.replace(month=start.month + 1)
+    return start, end
+
+
 def _scalar_count(query: Any) -> int:
     """Execute a count query and return an int, defaulting to 0 for NULL."""
     return query.scalar() or 0
@@ -335,12 +349,13 @@ def get_today_file_count(db: Session, owner_id: str) -> int:
     """Files processed by this user today (UTC, not counting duplicates)."""
     from app.models import FileRecord
 
-    today = _today_utc()
+    day_start, day_end = _day_bounds_utc(_today_utc())
     return _scalar_count(
         db.query(func.count(FileRecord.id)).filter(
             FileRecord.owner_id == owner_id,
             FileRecord.is_duplicate.is_(False),
-            func.date(FileRecord.created_at) == today,
+            FileRecord.created_at >= day_start,
+            FileRecord.created_at < day_end,
         )
     )
 
@@ -349,12 +364,13 @@ def get_month_file_count(db: Session, owner_id: str) -> int:
     """Files processed by this user this calendar month (UTC, not counting duplicates)."""
     from app.models import FileRecord
 
-    today = _today_utc()
+    month_start, month_end = _month_bounds_utc(_today_utc())
     return _scalar_count(
         db.query(func.count(FileRecord.id)).filter(
             FileRecord.owner_id == owner_id,
             FileRecord.is_duplicate.is_(False),
-            func.strftime("%Y-%m", FileRecord.created_at) == today.strftime("%Y-%m"),
+            FileRecord.created_at >= month_start,
+            FileRecord.created_at < month_end,
         )
     )
 

app/utils/user_notification.py

@@ -12,11 +12,13 @@ import smtplib
 from email.mime.multipart import MIMEMultipart
 from email.mime.text import MIMEText
 from typing import Any
+from urllib.parse import urlparse
 
 import httpx
 
 from app.database import SessionLocal
 from app.models import InAppNotification, UserNotificationPreference, UserNotificationTarget
+from app.utils.network import is_private_ip
 
 logger = logging.getLogger(__name__)
 
@@ -28,6 +30,11 @@ USER_EVENT_LABELS: dict[str, str] = {
     EVENT_DOCUMENT_PROCESSED: "Document Processed",
     EVENT_DOCUMENT_FAILED: "Document Processing Failed",
 }
+METADATA_ENDPOINTS = {
+    "169.254.169.254",
+    "169.254.169.253",
+    "metadata.google.internal",
+}
 
 
 def create_in_app_notification(
@@ -128,6 +135,20 @@ def _send_webhook_notification(target_config: dict[str, Any], event_type: str, t
             logger.warning("Webhook notification target missing url")
             return False
 
+        parsed_url = urlparse(url)
+        if parsed_url.scheme not in {"http", "https"}:
+            logger.warning("Webhook notification to %s blocked: invalid scheme %s", url, parsed_url.scheme)
+            return False
+
+        hostname = parsed_url.hostname
+        if not hostname:
+            logger.warning("Webhook notification to %s blocked: missing hostname", url)
+            return False
+
+        if hostname in METADATA_ENDPOINTS or is_private_ip(hostname):
+            logger.warning("Webhook notification to %s blocked: private or metadata endpoint", url)
+            return False
+
         payload = {
             "event": event_type,
             "title": title,

app/utils/webhook.py

@@ -18,11 +18,13 @@ import json
 import logging
 import time
 from typing import Any
+from urllib.parse import urlparse
 
 import requests
 
 from app.database import SessionLocal
 from app.models import WebhookConfig
+from app.utils.network import is_private_ip
 
 logger = logging.getLogger(__name__)
 
@@ -40,6 +42,11 @@ VALID_EVENTS: frozenset[str] = frozenset(
 
 #: Timeout (seconds) for outgoing webhook HTTP requests.
 WEBHOOK_TIMEOUT = 10
+METADATA_ENDPOINTS = {
+    "169.254.169.254",
+    "169.254.169.253",
+    "metadata.google.internal",
+}
 
 
 def compute_signature(payload_bytes: bytes, secret: str) -> str:
@@ -67,6 +74,20 @@ def deliver_webhook(url: str, payload: dict[str, Any], secret: str | None = None
     Returns:
         ``True`` when the remote server responds with a 2xx status.
     """
+    parsed_url = urlparse(url)
+    if parsed_url.scheme not in {"http", "https"}:
+        logger.warning("Webhook to %s blocked: invalid scheme %s", url, parsed_url.scheme)
+        return False
+
+    hostname = parsed_url.hostname
+    if not hostname:
+        logger.warning("Webhook to %s blocked: missing hostname", url)
+        return False
+
+    if hostname in METADATA_ENDPOINTS or is_private_ip(hostname):
+        logger.warning("Webhook to %s blocked: private or metadata endpoint", url)
+        return False
+
     body = json.dumps(payload, default=str, sort_keys=True)
     body_bytes = body.encode("utf-8")
 

app/views/files.py

@@ -717,6 +717,7 @@ def _compute_processing_flow(logs, pipeline_steps=None):
         "upload_to_ftp": "FTP Storage",
         "upload_to_sftp": "SFTP Storage",
         "upload_to_email": "Email",
+        "upload_to_evernote": "Evernote",
         "queue_dropbox": "Dropbox",
         "queue_nextcloud": "Nextcloud",
         "queue_paperless": "Paperless-ngx",
@@ -727,6 +728,7 @@ def _compute_processing_flow(logs, pipeline_steps=None):
         "queue_ftp": "FTP Storage",
         "queue_sftp": "SFTP Storage",
         "queue_email": "Email",
+        "queue_evernote": "Evernote",
     }
 
     # Create a map of step names to their log entries

app/views/general.py

@@ -2,7 +2,7 @@
 General routes for the application homepage and basic pages.
 """
 
-from datetime import date, datetime, timezone
+from datetime import date, datetime, time, timedelta, timezone
 from pathlib import Path
 
 from fastapi import Depends, HTTPException, Request
@@ -64,17 +64,27 @@ async def serve_index(request: Request, db: Session = Depends(get_db)):
 
     user = request.session.get("user") or {}
     is_admin = user.get("is_admin", False)
+    day_start = datetime.combine(today, time.min, tzinfo=timezone.utc)
+    day_end = day_start + timedelta(days=1)
+    month_start = day_start.replace(day=1)
+    if month_start.month == 12:
+        month_end = month_start.replace(year=month_start.year + 1, month=1)
+    else:
+        month_end = month_start.replace(month=month_start.month + 1)
 
     try:
         total_files: int = db.query(func.count(FileRecord.id)).scalar() or 0
 
         files_today: int = (
-            db.query(func.count(FileRecord.id)).filter(func.date(FileRecord.created_at) == today).scalar() or 0
+            db.query(func.count(FileRecord.id))
+            .filter(FileRecord.created_at >= day_start, FileRecord.created_at < day_end)
+            .scalar()
+            or 0
         )
 
         files_month: int = (
             db.query(func.count(FileRecord.id))
-            .filter(func.strftime("%Y-%m", FileRecord.created_at) == today.strftime("%Y-%m"))
+            .filter(FileRecord.created_at >= month_start, FileRecord.created_at < month_end)
             .scalar()
             or 0
         )

docs/ConfigurationGuide.md

@@ -1330,6 +1330,19 @@ For detailed setup instructions, see the [Google Drive Setup Guide](GoogleDriveS
 | `DEST_EMAIL_SENDER`             | From address for delivered documents (e.g., `"DocuElevate Delivery <docuelevate@example.com>"`). |
 | `DEST_EMAIL_DEFAULT_RECIPIENT`  | Fallback recipient email when none is specified for a delivery task.  |
 
+### Evernote
+
+| **Variable**                  | **Description**                                                     |
+|-------------------------------|---------------------------------------------------------------------|
+| `EVERNOTE_ENABLED`            | Set to `false` to disable Evernote uploads without removing credentials. Default: `true` |
+| `EVERNOTE_AUTH_TOKEN`         | Evernote developer token or OAuth access token used to create notes. |
+| `EVERNOTE_SANDBOX`            | Use Evernote sandbox API endpoints. Default: `false`                 |
+| `EVERNOTE_NOTEBOOK_GUID`      | Optional target notebook GUID. If omitted, Evernote uses the default notebook. |
+| `EVERNOTE_DEFAULT_TAGS`       | Optional comma-separated tags applied to every created note.         |
+| `EVERNOTE_INCLUDE_METADATA`   | Include extracted metadata in the Evernote note body. Default: `true` |
+
+For detailed setup instructions, see the [Evernote Setup Guide](EvernoteSetup.md).
+
 ### OneDrive / Microsoft Graph
 
 | **Variable**                    | **Description**                                       |

docs/ConfigurationMaster.md

@@ -13,6 +13,7 @@ DocuElevate is designed to be highly configurable through environment variables,
 - [Dropbox Setup](DropboxSetup.md) - How to set up Dropbox integration
 - [OneDrive Setup](OneDriveSetup.md) - How to set up Microsoft OneDrive/Graph integration
 - [Amazon S3 Setup](AmazonS3Setup.md) - How to set up Amazon S3 integration
+- [Evernote Setup](EvernoteSetup.md) - How to set up Evernote note creation
 - [Authentication Setup](AuthenticationSetup.md) - How to set up user authentication
 - [Notifications Setup](NotificationsSetup.md) - How to set up system notifications
 

docs/EvernoteSetup.md

@@ -0,0 +1,51 @@
+# Setting up Evernote Integration
+
+This guide explains how to configure DocuElevate to create Evernote notes for processed documents.
+
+## Overview
+
+The Evernote destination creates one note per processed document. The note contains:
+
+- A visible metadata section populated from DocuElevate's extracted metadata JSON
+- The processed PDF attached as an Evernote resource
+- Optional tags from `EVERNOTE_DEFAULT_TAGS` plus extracted document tags
+
+## Required Configuration
+
+| Variable | Description |
+|----------|-------------|
+| `EVERNOTE_ENABLED` | Set to `false` to disable Evernote uploads without removing credentials. Default: `true` |
+| `EVERNOTE_AUTH_TOKEN` | Evernote developer token or OAuth access token with note creation permissions |
+
+## Optional Configuration
+
+| Variable | Description |
+|----------|-------------|
+| `EVERNOTE_SANDBOX` | Use Evernote sandbox API endpoints. Default: `false` |
+| `EVERNOTE_NOTEBOOK_GUID` | Target notebook GUID. If omitted, Evernote uses the account default notebook |
+| `EVERNOTE_DEFAULT_TAGS` | Comma-separated tags to apply to every created note, for example `docuelevate,archive` |
+| `EVERNOTE_INCLUDE_METADATA` | Include extracted metadata in the note body. Default: `true` |
+
+## Example
+
+```dotenv
+EVERNOTE_ENABLED=true
+EVERNOTE_AUTH_TOKEN=your-evernote-token
+EVERNOTE_NOTEBOOK_GUID=optional-notebook-guid
+EVERNOTE_DEFAULT_TAGS=docuelevate,processed
+EVERNOTE_INCLUDE_METADATA=true
+```
+
+## Metadata and Attachments
+
+DocuElevate reads the companion metadata file next to the processed PDF, for example `invoice.pdf` and `invoice.json`. Non-empty metadata fields are rendered into the Evernote note body. Values such as `Unknown`, empty strings, and null values are skipped.
+
+If the metadata contains a `tags` field, those tags are applied to the note together with any tags configured in `EVERNOTE_DEFAULT_TAGS`.
+
+The processed PDF is attached directly to the note using Evernote's resource model, so it appears as a normal Evernote attachment.
+
+## Notes
+
+- Evernote tokens can expire or be revoked. If uploads start failing with authentication errors, generate or refresh the token and update `EVERNOTE_AUTH_TOKEN`.
+- If `EVERNOTE_NOTEBOOK_GUID` points to a missing or inaccessible notebook, Evernote will reject the note creation request.
+- Evernote enforces account upload quotas and per-note size limits. Large PDFs may fail if they exceed those limits.

docs/README.md

@@ -24,6 +24,7 @@ Welcome to the DocuElevate documentation. This directory contains comprehensive
   - [OneDrive Setup](OneDriveSetup.md) - How to set up Microsoft OneDrive/Graph integration
   - [SharePoint Setup](SharePointSetup.md) - How to set up Microsoft SharePoint Online integration
   - [Amazon S3 Setup](AmazonS3Setup.md) - How to set up Amazon S3 integration
+  - [Evernote Setup](EvernoteSetup.md) - How to set up Evernote note creation
   - [Authentication Setup](AuthenticationSetup.md) - How to set up user authentication
   - [Notifications Setup](NotificationsSetup.md) - How to set up system notifications
 

docs/SettingsManagement.md

@@ -28,7 +28,7 @@ Settings are organized into logical categories for easy navigation:
 - **Authentication**: Login settings, session secrets, OAuth configuration, admin group
 - **AI Services**: AI provider selection, model configuration, embeddings, and credentials (OpenAI, Azure, Anthropic, Gemini, Ollama, OpenRouter, Portkey, LiteLLM)
 - **OCR Engines**: OCR provider selection and configuration (Tesseract, EasyOCR, Mistral, Google DocAI, AWS Textract)
-- **Storage Providers**: Dropbox, Google Drive, OneDrive, SharePoint, S3, FTP, SFTP, WebDAV, Nextcloud, Paperless
+- **Storage Providers**: Dropbox, Google Drive, OneDrive, SharePoint, S3, FTP, SFTP, WebDAV, Nextcloud, Paperless, Evernote
 - **Email**: SMTP configuration for sending emails
 - **IMAP**: Email ingestion configuration (supports two mailbox accounts)
 - **Monitoring**: Uptime Kuma integration

docs/SetupWizard.md

@@ -125,6 +125,7 @@ Several cloud storage integrations include their own guided configuration pages
 | Google Drive | `/google-drive-setup` | [GoogleDriveSetup.md](GoogleDriveSetup.md) |
 | OneDrive / SharePoint | `/onedrive-setup` | [OneDriveSetup.md](OneDriveSetup.md) |
 | Amazon S3 | Configured via settings | [AmazonS3Setup.md](AmazonS3Setup.md) |
+| Evernote | Configured via settings | [EvernoteSetup.md](EvernoteSetup.md) |
 
 These pages are accessed **after** the main Setup Wizard is complete and are independent wizard flows specific to each integration.
 

frontend/package-lock.json

@@ -473,9 +473,9 @@
       }
     },
     "node_modules/nanoid": {
-      "version": "3.3.11",
+      "version": "3.3.12",
-      "resolved": "https://registry.npmjs.org/nanoid/-/nanoid-3.3.11.tgz",
+      "resolved": "https://registry.npmjs.org/nanoid/-/nanoid-3.3.12.tgz",
-      "integrity": "sha512-N8SpfPUnUp1bK+PMYW8qSWdl9U+wwNWI4QKxOYDy9JAro3WMX7p2OeVRF9v+347pnakNevPmiHhNmZ2HbFA76w==",
+      "integrity": "sha512-ZB9RH/39qpq5Vu6Y+NmUaFhQR6pp+M2Xt76XBnEwDaGcVAqhlvxrl3B2bKS5D3NH3QR76v3aSrKaF/Kiy7lEtQ==",
       "dev": true,
       "funding": [
         {
@@ -569,9 +569,9 @@
       }
     },
     "node_modules/postcss": {
-      "version": "8.5.8",
+      "version": "8.5.15",
-      "resolved": "https://registry.npmjs.org/postcss/-/postcss-8.5.8.tgz",
+      "resolved": "https://registry.npmjs.org/postcss/-/postcss-8.5.15.tgz",
-      "integrity": "sha512-OW/rX8O/jXnm82Ey1k44pObPtdblfiuWnrd8X7GJ7emImCOstunGbXUpp7HdBrFQX6rJzn3sPT397Wp5aCwCHg==",
+      "integrity": "sha512-FfR8sjd4em2T6fb3I2MwAJU7HWVMr9zba+enmQeeWFfCbm+UOC/0X4DS8XtpUTMwWMGbjKYP7xjfNekzyGmB3A==",
       "dev": true,
       "funding": [
         {
@@ -589,7 +589,7 @@
       ],
       "license": "MIT",
       "dependencies": {
-        "nanoid": "^3.3.11",
+        "nanoid": "^3.3.12",
         "picocolors": "^1.1.1",
         "source-map-js": "^1.2.1"
       },

frontend/static/js/upload.js

@@ -293,13 +293,24 @@ function processFiles(files, progressContainer, statusMessage) {
     updateStatus();
   }
 
+  function _escapeHtml(str) {
+    if (!str) return '';
+    return String(str)
+      .replace(/&/g, '&')
+      .replace(/</g, '&lt;')
+      .replace(/>/g, '&gt;')
+      .replace(/"/g, '&quot;')
+      .replace(/'/g, '&#039;');
+  }
+
   // Pre-create one progress row per file.
   const queueItems = fileArray.map((file) => {
     const row = document.createElement('div');
     row.className = 'flex flex-col mb-2';
+    const safeFileName = _escapeHtml(file.name);
     row.innerHTML = `
       <div class="flex justify-between">
-        <span class="text-sm truncate" title="${file.name}">${file.name}</span>
+        <span class="text-sm truncate" title="${safeFileName}">${safeFileName}</span>
         <span class="text-xs text-gray-500">${formatFileSize(file.size)}</span>
       </div>
       <div class="w-full bg-gray-200 h-2 rounded-full mt-1">
@@ -546,4 +557,3 @@ function initDragAndDrop(element, progressContainer, statusMessage, options = {}
   });
 }
 
-

frontend/templates/files.html

@@ -1538,6 +1538,28 @@
         });
     }
 
+    function escapeHtml(str) {
+      if (!str) return '';
+      return String(str)
+        .replace(/&/g, '&')
+        .replace(/</g, '&lt;')
+        .replace(/>/g, '&gt;')
+        .replace(/"/g, '&quot;')
+        .replace(/'/g, '&#039;');
+    }
+
+    function sanitizeHighlight(html) {
+      if (!html) return '';
+      let safe = String(html)
+        .replace(/<mark>/gi, '\x00MARK_OPEN\x00')
+        .replace(/<\/mark>/gi, '\x00MARK_CLOSE\x00');
+      safe = escapeHtml(safe);
+      safe = safe
+        .replace(/\x00MARK_OPEN\x00/g, '<mark>')
+        .replace(/\x00MARK_CLOSE\x00/g, '</mark>');
+      return safe;
+    }
+
     function renderSearchResults(data, q) {
       const panel = document.getElementById('search-results-panel');
       const list = document.getElementById('search-results-list');
@@ -1555,25 +1577,31 @@
 
       list.innerHTML = results.map(hit => {
         const fmt = hit._formatted || {};
-        const title = fmt.document_title || hit.document_title || hit.original_filename || __i18n.untitled;
+        const titleRaw = fmt.document_title || hit.document_title || hit.original_filename || __i18n.untitled;
-        const filename = fmt.original_filename || hit.original_filename || '';
+        const filenameRaw = fmt.original_filename || hit.original_filename || '';
-        const snippet = fmt.ocr_text || '';
+        const snippetRaw = fmt.ocr_text || '';
-        const tags = Array.isArray(hit.tags) ? hit.tags.join(', ') : (hit.tags || '');
+        const tagsRaw = Array.isArray(hit.tags) ? hit.tags.join(', ') : (hit.tags || '');
-        const docType = hit.document_type || '';
+        const docTypeRaw = hit.document_type || '';
+
+        const safeTitle = fmt.document_title ? sanitizeHighlight(titleRaw) : escapeHtml(titleRaw);
+        const safeFilename = escapeHtml(filenameRaw);
+        const safeSnippet = sanitizeHighlight(snippetRaw);
+        const safeTags = escapeHtml(tagsRaw);
+        const safeDocType = escapeHtml(docTypeRaw);
 
         return `<div style="padding: 0.75rem 1rem; border-bottom: 1px solid #f3f4f6; display: flex; gap: 0.75rem; align-items: flex-start;">
           <div style="flex-shrink: 0; color: #3b82f6; font-size: 1.25rem; padding-top: 0.1rem;">
             <i class="fas fa-file-pdf"></i>
           </div>
           <div style="flex: 1; min-width: 0;">
-            <div style="font-weight: 600; font-size: 0.9rem; color: #111827;">${title}</div>
+            <div style="font-weight: 600; font-size: 0.9rem; color: #111827;">${safeTitle}</div>
-            ${filename ? `<div style="font-size: 0.8rem; color: #6b7280; margin-top: 0.15rem;">${filename}</div>` : ''}
+            ${safeFilename ? `<div style="font-size: 0.8rem; color: #6b7280; margin-top: 0.15rem;">${safeFilename}</div>` : ''}
-            ${docType ? `<span style="display: inline-block; margin-top: 0.25rem; padding: 0.1rem 0.5rem; background: #eff6ff; color: #1d4ed8; border-radius: 9999px; font-size: 0.75rem;">${docType}</span>` : ''}
+            ${safeDocType ? `<span style="display: inline-block; margin-top: 0.25rem; padding: 0.1rem 0.5rem; background: #eff6ff; color: #1d4ed8; border-radius: 9999px; font-size: 0.75rem;">${safeDocType}</span>` : ''}
-            ${tags ? `<span style="display: inline-block; margin-top: 0.25rem; margin-left: 0.25rem; padding: 0.1rem 0.5rem; background: #f0fdf4; color: #15803d; border-radius: 9999px; font-size: 0.75rem;">${tags}</span>` : ''}
+            ${safeTags ? `<span style="display: inline-block; margin-top: 0.25rem; margin-left: 0.25rem; padding: 0.1rem 0.5rem; background: #f0fdf4; color: #15803d; border-radius: 9999px; font-size: 0.75rem;">${safeTags}</span>` : ''}
-            ${snippet ? `<div style="margin-top: 0.4rem; font-size: 0.8rem; color: #374151; white-space: pre-wrap; word-break: break-word;">…${snippet}…</div>` : ''}
+            ${safeSnippet ? `<div style="margin-top: 0.4rem; font-size: 0.8rem; color: #374151; white-space: pre-wrap; word-break: break-word;">…${safeSnippet}…</div>` : ''}
           </div>
           <div style="flex-shrink: 0;">
-            <a href="/files/${hit.file_id}" style="padding: 0.25rem 0.6rem; background: #f3f4f6; color: #374151; border-radius: 0.25rem; font-size: 0.8rem; text-decoration: none; white-space: nowrap;" title="${__i18n.viewFile}">
+            <a href="/files/${escapeHtml(hit.file_id)}" style="padding: 0.25rem 0.6rem; background: #f3f4f6; color: #374151; border-radius: 0.25rem; font-size: 0.8rem; text-decoration: none; white-space: nowrap;" title="${__i18n.viewFile}">
               <i class="fas fa-external-link-alt"></i>
             </a>
           </div>

frontend/templates/search.html

@@ -298,9 +298,13 @@
   }
 
   function escapeHtml(str) {
-    const d = document.createElement('div');
+    if (str === null || str === undefined) return '';
-    d.textContent = str;
+    return String(str)
-    return d.innerHTML;
+      .replace(/&/g, '&')
+      .replace(/</g, '&lt;')
+      .replace(/>/g, '&gt;')
+      .replace(/"/g, '&quot;')
+      .replace(/'/g, '&#039;');
   }
 
   /**

frontend/templates/status_dashboard.html

@@ -393,6 +393,16 @@ const i18nStrings = {
   configureNow: {{ _("status.configure_now") | tojson }},
 };
 
+function escapeHtml(str) {
+  if (!str) return '';
+  return String(str)
+    .replace(/&/g, '&')
+    .replace(/</g, '&lt;')
+    .replace(/>/g, '&gt;')
+    .replace(/"/g, '&quot;')
+    .replace(/'/g, '&#039;');
+}
+
 document.addEventListener('DOMContentLoaded', function() {
   // Modal elements
   const resultModal = document.getElementById('resultModal');
@@ -469,9 +479,8 @@ document.addEventListener('DOMContentLoaded', function() {
         const isSensitive = sensitiveKeys.some(sKey => key.toLowerCase().includes(sKey));
 
         if (isSensitive && value !== 'Not set' && value !== '') {
-          valueCell.textContent = value.slice(4) + '********' + value.slice(-4);
           // For better readability, we can also use HTML to mask the middle part of the string
-          valueCell.innerHTML = value.slice(0, 4) + '<span class="text-gray-400">********</span>' + value.slice(-4);
+          valueCell.innerHTML = escapeHtml(value.slice(0, 4)) + '<span class="text-gray-400">********</span>' + escapeHtml(value.slice(-4));
         } else {
           valueCell.textContent = value;
         }
@@ -586,9 +595,9 @@ document.addEventListener('DOMContentLoaded', function() {
           if (data.status === 'success') {
             // If there's token info, we need to handle it specially
             if (data.token_info && data.token_info.expires_in_human) {
-              let message = data.message || 'Connection successful';
+              let message = escapeHtml(data.message || 'Connection successful');
               message += `<br><br><div class="bg-blue-50 p-3 rounded mt-2">
-                <span class="font-medium">${i18nStrings.tokenValidFor}</span> ${data.token_info.expires_in_human}
+                <span class="font-medium">${i18nStrings.tokenValidFor}</span> ${escapeHtml(data.token_info.expires_in_human)}
                 </div>`;
 
               modalTitle.textContent = i18nStrings.testSuccessful;
@@ -647,12 +656,12 @@ document.addEventListener('DOMContentLoaded', function() {
         .then(data => {
           if (data.status === 'success') {
             // Create successful message
-            let message = data.message || 'Connection successful';
+            let message = escapeHtml(data.message || 'Connection successful');
 
             // Add token expiration info if available (especially for Google Drive)
             if (data.token_info && data.token_info.expires_in_human) {
               message += `<br><br><div class="bg-blue-50 p-3 rounded mt-2">
-                <span class="font-medium">${i18nStrings.tokenValidFor}</span> ${data.token_info.expires_in_human}
+                <span class="font-medium">${i18nStrings.tokenValidFor}</span> ${escapeHtml(data.token_info.expires_in_human)}
                 </div>`;
 
               // Show the message with HTML

mkdocs.yml

@@ -55,6 +55,7 @@ nav:
       - Google Drive: GoogleDriveSetup
       - OneDrive: OneDriveSetup
       - Amazon S3: AmazonS3Setup
+      - Evernote: EvernoteSetup
       - Authentication: AuthenticationSetup
       - Notifications: NotificationsSetup
   - Security:

mobile/package.json

@@ -58,6 +58,13 @@
     "eslint-config-expo": "~10.0.0",
     "typescript": "^5.3.0"
   },
+  "overrides": {
+    "postcss": "8.5.15",
+    "uuid": "11.1.1",
+    "brace-expansion@^1.1.7": "1.1.13",
+    "brace-expansion@^2.0.2": "2.1.0",
+    "brace-expansion@^5.0.2": "5.0.6"
+  },
   "engines": {
     "node": ">=20.19.4"
   },

pyproject.toml

@@ -1,5 +1,5 @@
 [build-system]
-requires = ["setuptools>=45", "wheel"]
+requires = ["setuptools>=82.0.1", "wheel"]
 build-backend = "setuptools.build_meta"
 
 [project]

requirements-dev.txt

@@ -4,14 +4,14 @@
 # Testing
 pytest>=8.0.0
 pytest-cov>=4.1.0
-pytest-asyncio>=0.23.0
+pytest-asyncio>=1.4.0
 pytest-mock>=3.12.0
 pytest-timeout>=2.3.0  # Per-test timeout enforcement to prevent CI hangs
 httpx>=0.26.0  # For async test client
 testcontainers>=3.7.1  # For integration tests with real containers
 fpdf2>=2.8.0  # For generating test PDF documents in integration tests
 minio>=7.1.0  # For MinIO/S3 integration tests
-redis>=4.5.0  # For Redis integration tests
+redis>=8.0.0  # For Redis integration tests
 boto3>=1.26.0  # For S3 integration tests
 
 # Code quality

requirements.txt

@@ -2,8 +2,9 @@ fastapi[all]  # Web framework with all extras
 uvicorn  # ASGI server
 celery  # Task queue
 redis  # Message broker for Celery
-sqlalchemy  # Database ORM
+sqlalchemy  # Database ORM
-pydantic  # Data validation
+psycopg[binary]>=3.2,<4.0  # PostgreSQL driver for HA database deployments
+pydantic  # Data validation
 cryptography>=41.0.0  # Encryption for sensitive settings in database
 openai  # GPT integration for metadata extraction
 pypdf>=3.9.0  # PDF processing for text extraction, metadata editing and rotation (upgraded from PyPDF2 to fix CVE-2023-36464)
@@ -37,6 +38,9 @@ paramiko>=3.4.0  # SSH/SFTP implementation for Python (LGPL license)
 # iCloud Drive
 pyicloud>=2.4.0  # Unofficial Apple iCloud API client (MIT license)
 
+# Evernote
+evernote3>=1.25.14  # Evernote Cloud API SDK for Python 3 (BSD license)
+
 # Safe XML parsing (protection against XML bomb / XXE attacks)
 defusedxml>=0.7.1
 

tests/test_config_validators.py

@@ -35,6 +35,7 @@ class TestValidateStorageConfigs:
             "google_drive",
             "onedrive",
             "email",
+            "evernote",
             "paperless",
             "uptime_kuma",
         ]
@@ -83,6 +84,13 @@ class TestValidateStorageConfigs:
             assert "DEST_EMAIL_HOST is not configured" in result["email"]
             assert "DEST_EMAIL_DEFAULT_RECIPIENT is not configured" in result["email"]
 
+    def test_evernote_missing_token(self):
+        """Test validation when Evernote destination auth token is missing."""
+        with patch("app.utils.config_validator.validators.settings") as mock_settings:
+            mock_settings.evernote_auth_token = None
+            result = validate_storage_configs()
+            assert "EVERNOTE_AUTH_TOKEN is not configured" in result["evernote"]
+
 
 @pytest.mark.unit
 class TestValidateEmailConfig:

tests/test_coverage_uploads_notification.py

@@ -663,6 +663,7 @@ def _all_should_upload_false():
         "ftp",
         "sftp",
         "email",
+        "evernote",
         "onedrive",
         "s3",
         "sharepoint",

tests/test_send_to_all.py

@@ -7,6 +7,7 @@ import pytest
 from app.tasks.send_to_all import (
     _should_upload_to_dropbox,
     _should_upload_to_email,
+    _should_upload_to_evernote,
     _should_upload_to_ftp,
     _should_upload_to_google_drive,
     _should_upload_to_icloud,
@@ -128,6 +129,14 @@ class TestShouldUploadFunctions:
 
         assert _should_upload_to_email() is True
 
+    @patch("app.tasks.send_to_all.settings")
+    def test_should_upload_to_evernote_configured(self, mock_settings):
+        """Test Evernote upload check."""
+        mock_settings.evernote_enabled = True
+        mock_settings.evernote_auth_token = "token"
+
+        assert _should_upload_to_evernote() is True
+
     @patch("app.tasks.send_to_all.settings")
     def test_should_upload_to_onedrive_configured(self, mock_settings):
         """Test OneDrive upload check."""
@@ -248,6 +257,14 @@ class TestShouldUploadEnabledFlag:
 
         assert _should_upload_to_email() is False
 
+    @patch("app.tasks.send_to_all.settings")
+    def test_evernote_disabled_with_credentials(self, mock_settings):
+        """Test Evernote upload is blocked when disabled even with valid credentials."""
+        mock_settings.evernote_enabled = False
+        mock_settings.evernote_auth_token = "token"
+
+        assert _should_upload_to_evernote() is False
+
     @patch("app.tasks.send_to_all.settings")
     def test_onedrive_disabled_with_credentials(self, mock_settings):
         """Test OneDrive upload is blocked when disabled even with valid credentials."""
@@ -289,6 +306,7 @@ class TestGetConfiguredServicesFromValidator:
             "Dropbox": {"configured": True, "enabled": True},
             "NextCloud": {"configured": False, "enabled": True},
             "S3 Storage": {"configured": True, "enabled": True},
+            "Evernote": {"configured": True, "enabled": True},
         }
 
         result = get_configured_services_from_validator()
@@ -296,6 +314,7 @@ class TestGetConfiguredServicesFromValidator:
         assert result["dropbox"] is True
         assert result["nextcloud"] is False
         assert result["s3"] is True
+        assert result["evernote"] is True
 
     @patch("app.tasks.send_to_all.get_provider_status")
     def test_handles_missing_providers(self, mock_get_status):

tests/test_upload_tasks.py

@@ -8,6 +8,7 @@ from unittest.mock import Mock, patch
 import pytest
 
 from app.tasks.upload_to_email import upload_to_email
+from app.tasks.upload_to_evernote import upload_to_evernote
 from app.tasks.upload_to_ftp import upload_to_ftp
 from app.tasks.upload_to_google_drive import upload_to_google_drive
 from app.tasks.upload_to_onedrive import upload_to_onedrive
@@ -447,6 +448,7 @@ def test_all_upload_tasks_have_consistent_signature(sample_text_file):
         (upload_to_webdav, "app.tasks.upload_to_webdav"),
         (upload_to_google_drive, "app.tasks.upload_to_google_drive"),
         (upload_to_email, "app.tasks.upload_to_email"),
+        (upload_to_evernote, "app.tasks.upload_to_evernote"),
     ]
 
     import inspect

tests/test_upload_to_evernote.py

@@ -0,0 +1,113 @@
+import hashlib
+import json
+from types import SimpleNamespace
+from unittest.mock import patch
+
+import pytest
+
+from app.tasks.upload_to_evernote import _build_enml, upload_to_evernote
+
+
+class _FakeTypes:
+    class Data:
+        pass
+
+    class Resource:
+        pass
+
+    class ResourceAttributes:
+        def __init__(self, **kwargs):
+            for key, value in kwargs.items():
+                setattr(self, key, value)
+
+    class Note:
+        pass
+
+
+class _FakeNoteStore:
+    def __init__(self):
+        self.calls = []
+
+    def createNote(self, auth_token, note):
+        self.calls.append((auth_token, note))
+        note.guid = "note-guid-123"
+        return note
+
+
+_fake_note_store = _FakeNoteStore()
+
+
+@pytest.fixture(autouse=True)
+def reset_fake_store():
+    global _fake_note_store
+    _fake_note_store = _FakeNoteStore()
+
+
+def test_build_enml_escapes_metadata():
+    enml = _build_enml({"sender": "A&B <Corp>"}, "abc123", "application/pdf", include_metadata=True)
+
+    assert "A&amp;B &lt;Corp&gt;" in enml
+    assert '<en-media type="application/pdf" hash="abc123"/>' in enml
+
+
+@pytest.mark.unit
+def test_upload_to_evernote_creates_note_with_metadata_and_pdf(tmp_path):
+    pdf_path = tmp_path / "invoice.pdf"
+    pdf_bytes = b"%PDF-1.4 test content"
+    pdf_path.write_bytes(pdf_bytes)
+    pdf_path.with_suffix(".json").write_text(
+        json.dumps(
+            {
+                "title": "Invoice May",
+                "absender": "Example GmbH",
+                "tags": ["invoice", "finance"],
+                "empty": "Unknown",
+            }
+        ),
+        encoding="utf-8",
+    )
+
+    with (
+        patch("app.tasks.upload_to_evernote._get_note_store", return_value=(_fake_note_store, _FakeTypes)),
+        patch("app.tasks.upload_to_evernote.log_task_progress"),
+        patch("app.tasks.upload_to_evernote.settings") as mock_settings,
+    ):
+        mock_settings.evernote_auth_token = "auth-token"
+        mock_settings.evernote_sandbox = True
+        mock_settings.evernote_notebook_guid = "notebook-guid"
+        mock_settings.evernote_default_tags = "docuelevate,archive"
+        mock_settings.evernote_include_metadata = True
+
+        result = upload_to_evernote.apply(args=[str(pdf_path)], kwargs={"file_id": 7}).get()
+
+    created_note = _fake_note_store.calls[0][1]
+    resource = created_note.resources[0]
+
+    assert result["status"] == "Completed"
+    assert result["evernote_note_guid"] == "note-guid-123"
+    assert created_note.title == "Invoice May"
+    assert created_note.notebookGuid == "notebook-guid"
+    assert created_note.tagNames == ["docuelevate", "archive", "invoice", "finance"]
+    assert "Example GmbH" in created_note.content
+    assert "empty" not in created_note.content
+    assert f'hash="{hashlib.md5(pdf_bytes).hexdigest()}"' in created_note.content  # noqa: S324
+    assert resource.mime == "application/pdf"
+    assert resource.attributes.fileName == "invoice.pdf"
+    assert resource.data.body == pdf_bytes
+    assert resource.data.bodyHash == hashlib.md5(pdf_bytes).digest()  # noqa: S324
+
+
+@pytest.mark.unit
+def test_upload_to_evernote_requires_token(tmp_path):
+    pdf_path = tmp_path / "document.pdf"
+    pdf_path.write_bytes(b"%PDF-1.4")
+
+    with (
+        patch("app.tasks.upload_to_evernote.log_task_progress"),
+        patch("app.tasks.upload_to_evernote.settings", SimpleNamespace(evernote_auth_token=None)),
+    ):
+        result = upload_to_evernote.apply(args=[str(pdf_path)])
+
+    assert result.failed()
+    assert isinstance(result.result, ValueError)
+    assert "EVERNOTE_AUTH_TOKEN" in str(result.result)

tests/test_url_upload.py

@@ -465,6 +465,19 @@ class TestURLUploadEndpoint:
         data = response.json()
         assert "Failed to download file" in data["detail"]
 
+    @patch("app.api.url_upload.httpx.AsyncClient.stream")
+    def test_process_url_unsafe_redirect_returns_400(self, mock_stream, client):
+        """Test unsafe redirects are reported as a client error instead of HTTP 500."""
+        from app.api.url_upload import UnsafeRedirectError
+
+        mock_stream.side_effect = UnsafeRedirectError("Redirect to unsafe URL blocked: Unsafe URL")
+
+        response = client.post("/api/process-url", json={"url": "https://example.com/file.pdf"})
+
+        assert response.status_code == 400
+        data = response.json()
+        assert "Redirect to unsafe URL blocked" in data["detail"]
+
     @patch("app.api.url_upload.httpx.AsyncClient.stream")
     def test_process_url_oserror_during_save(self, mock_stream, client, tmp_path, monkeypatch):
         """Test handling of OSError when saving file"""

tests/test_user_notification_service.py

@@ -235,7 +235,10 @@ class TestSendWebhookNotification:
         mock_response.status_code = 200
         mock_response.raise_for_status = MagicMock()
 
-        with patch("app.utils.user_notification.httpx.post", return_value=mock_response) as mock_post:
+        with (
+            patch("app.utils.user_notification.is_private_ip", return_value=False),
+            patch("app.utils.user_notification.httpx.post", return_value=mock_response) as mock_post,
+        ):
             result = _send_webhook_notification(
                 {"url": "https://hook.example.com/test", "secret": "mysecret"},
                 "document.processed",
@@ -256,7 +259,10 @@ class TestSendWebhookNotification:
         mock_response.status_code = 200
         mock_response.raise_for_status = MagicMock()
 
-        with patch("app.utils.user_notification.httpx.post", return_value=mock_response) as mock_post:
+        with (
+            patch("app.utils.user_notification.is_private_ip", return_value=False),
+            patch("app.utils.user_notification.httpx.post", return_value=mock_response) as mock_post,
+        ):
             result = _send_webhook_notification(
                 {"url": "https://hook.example.com/test"},
                 "document.failed",
@@ -272,9 +278,12 @@ class TestSendWebhookNotification:
         """_send_webhook_notification returns False when httpx raises."""
         from app.utils.user_notification import _send_webhook_notification
 
-        with patch(
+        with (
-            "app.utils.user_notification.httpx.post",
+            patch("app.utils.user_notification.is_private_ip", return_value=False),
-            side_effect=Exception("connection error"),
+            patch(
+                "app.utils.user_notification.httpx.post",
+                side_effect=Exception("connection error"),
+            ),
         ):
             result = _send_webhook_notification(
                 {"url": "https://hook.example.com/test"},
@@ -300,7 +309,10 @@ class TestSendWebhookNotification:
             )
         )
 
-        with patch("app.utils.user_notification.httpx.post", return_value=mock_response):
+        with (
+            patch("app.utils.user_notification.is_private_ip", return_value=False),
+            patch("app.utils.user_notification.httpx.post", return_value=mock_response),
+        ):
             result = _send_webhook_notification(
                 {"url": "https://hook.example.com/test"},
                 "document.processed",
@@ -310,6 +322,69 @@ class TestSendWebhookNotification:
 
         assert result is False
 
+    def test_blocks_private_webhook_target(self):
+        """Webhook delivery is skipped for private network targets."""
+        from app.utils.user_notification import _send_webhook_notification
+
+        with (
+            patch("app.utils.user_notification.is_private_ip", return_value=True),
+            patch("app.utils.user_notification.httpx.post") as mock_post,
+        ):
+            result = _send_webhook_notification(
+                {"url": "https://10.0.0.5/test"},
+                "document.processed",
+                "T",
+                "M",
+            )
+
+        assert result is False
+        mock_post.assert_not_called()
+
+    def test_blocks_metadata_webhook_target(self):
+        """Webhook delivery is skipped for cloud metadata endpoints."""
+        from app.utils.user_notification import _send_webhook_notification
+
+        with patch("app.utils.user_notification.httpx.post") as mock_post:
+            result = _send_webhook_notification(
+                {"url": "http://169.254.169.254/latest/meta-data"},
+                "document.processed",
+                "T",
+                "M",
+            )
+
+        assert result is False
+        mock_post.assert_not_called()
+
+    def test_blocks_invalid_webhook_scheme(self):
+        """Webhook delivery is skipped for unsupported URL schemes."""
+        from app.utils.user_notification import _send_webhook_notification
+
+        with patch("app.utils.user_notification.httpx.post") as mock_post:
+            result = _send_webhook_notification(
+                {"url": "file:///etc/passwd"},
+                "document.processed",
+                "T",
+                "M",
+            )
+
+        assert result is False
+        mock_post.assert_not_called()
+
+    def test_blocks_webhook_without_hostname(self):
+        """Webhook delivery is skipped when the URL has no hostname."""
+        from app.utils.user_notification import _send_webhook_notification
+
+        with patch("app.utils.user_notification.httpx.post") as mock_post:
+            result = _send_webhook_notification(
+                {"url": "https:///missing-host"},
+                "document.processed",
+                "T",
+                "M",
+            )
+
+        assert result is False
+        mock_post.assert_not_called()
+
 
 # ---------------------------------------------------------------------------
 # dispatch_user_notification – preference loop

tests/test_webhooks.py

@@ -81,6 +81,7 @@ class TestDeliverWebhook:
 
     def test_success_returns_true(self, mocker):
         """A 200 response returns True."""
+        mocker.patch("app.utils.webhook.is_private_ip", return_value=False)
         mock_post = mocker.patch("app.utils.webhook.requests.post")
         mock_post.return_value = MagicMock(ok=True, status_code=200)
 
@@ -90,6 +91,7 @@ class TestDeliverWebhook:
 
     def test_non_2xx_returns_false(self, mocker):
         """A non-2xx response returns False."""
+        mocker.patch("app.utils.webhook.is_private_ip", return_value=False)
         mock_post = mocker.patch("app.utils.webhook.requests.post")
         mock_post.return_value = MagicMock(ok=False, status_code=500)
 
@@ -100,6 +102,7 @@ class TestDeliverWebhook:
         """A network error returns False."""
         import requests
 
+        mocker.patch("app.utils.webhook.is_private_ip", return_value=False)
         mocker.patch("app.utils.webhook.requests.post", side_effect=requests.ConnectionError("fail"))
 
         result = deliver_webhook("https://example.com/hook", {"event": "test"})
@@ -107,6 +110,7 @@ class TestDeliverWebhook:
 
     def test_signature_header_included_when_secret(self, mocker):
         """X-Webhook-Signature header is present when a secret is supplied."""
+        mocker.patch("app.utils.webhook.is_private_ip", return_value=False)
         mock_post = mocker.patch("app.utils.webhook.requests.post")
         mock_post.return_value = MagicMock(ok=True, status_code=200)
 
@@ -118,6 +122,7 @@ class TestDeliverWebhook:
 
     def test_no_signature_header_without_secret(self, mocker):
         """X-Webhook-Signature header is absent when no secret is supplied."""
+        mocker.patch("app.utils.webhook.is_private_ip", return_value=False)
         mock_post = mocker.patch("app.utils.webhook.requests.post")
         mock_post.return_value = MagicMock(ok=True, status_code=200)
 
@@ -126,6 +131,43 @@ class TestDeliverWebhook:
         headers = call_kwargs.kwargs.get("headers") or call_kwargs[1].get("headers")
         assert "X-Webhook-Signature" not in headers
 
+    def test_private_target_is_blocked(self, mocker):
+        """Private network webhook targets are not called."""
+        mocker.patch("app.utils.webhook.is_private_ip", return_value=True)
+        mock_post = mocker.patch("app.utils.webhook.requests.post")
+
+        result = deliver_webhook("https://10.0.0.5/hook", {"event": "test"})
+
+        assert result is False
+        mock_post.assert_not_called()
+
+    def test_metadata_target_is_blocked(self, mocker):
+        """Cloud metadata webhook targets are not called."""
+        mock_post = mocker.patch("app.utils.webhook.requests.post")
+
+        result = deliver_webhook("http://169.254.169.254/latest/meta-data", {"event": "test"})
+
+        assert result is False
+        mock_post.assert_not_called()
+
+    def test_invalid_scheme_is_blocked(self, mocker):
+        """Unsupported webhook URL schemes are not called."""
+        mock_post = mocker.patch("app.utils.webhook.requests.post")
+
+        result = deliver_webhook("file:///etc/passwd", {"event": "test"})
+
+        assert result is False
+        mock_post.assert_not_called()
+
+    def test_missing_hostname_is_blocked(self, mocker):
+        """Webhook URLs without a hostname are not called."""
+        mock_post = mocker.patch("app.utils.webhook.requests.post")
+
+        result = deliver_webhook("https:///missing-host", {"event": "test"})
+
+        assert result is False
+        mock_post.assert_not_called()
+
 
 # ---------------------------------------------------------------------------
 # Unit tests – get_active_webhooks_for_event (DB)