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format_java
100
Commits
| Author | SHA1 | Message | Date | |
|---|---|---|---|---|
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d55d8acbfa |
fix(portal): keep the processor's cache across a trip to the editor (#7729)
# Description of Changes
## The problem
The portal's query client was created per mount:
```ts
const [queryClient] = useState(createPortalQueryClient);
```
The portal is a route (`/processor/*`, a lazy element), and the switch
to the editor is a client-side `navigate()`. So leaving the processor
unmounts `PortalApp`, the client goes with the component, and the cache
goes with the client. Coming back refetches everything, whether or not
anything changed: four requests for the Users page alone (roster,
grants, teams, auth config), and 21 `useQuery` sites across the portal.
The editor's client sits above the router in `AppProviders` and survives
the same trip. The round trip only ever cost in one direction.
## The fix
The module already kept the instance in a module-level slot so
`tryGetPortalQueryClient()` could find it. It just replaced it on every
mount instead of reusing it, so the change is to create it lazily and
hand out the same one:
```ts
export function getPortalQueryClient(): QueryClient {
current ??= new QueryClient({ defaultOptions: { queries: baseQueryOptions } });
return current;
}
```
Still a separate instance from the editor's. The two namespace their
keys apart (`["portal", ...]` against `["editor", ...]`) and invalidate
independently, which this does not change.
## What this does not do
`gcTime` is 5 minutes, from the shared `baseQueryOptions`. An entry with
no observer is still collected on that timer, so this warms a quick trip
to the editor and back, not a return after a long editing session.
Raising the portal's `gcTime` is a separate decision and is not made
here.
## Why it is safe
**Signing out.** A cache that outlives a mount must not outlive a
session, because the portal's holds the admin roster, emails and roles.
Logout goes through `window.location.assign`, a full page load, so the
whole JS context is discarded and no cache can survive it. Nothing in
the codebase calls `queryClient.clear()` on sign-out, and nothing needs
to. If logout ever becomes a client-side navigation, this needs an
explicit reset, and `resetPortalQueryClient()` is the hook for it.
**The one caller of the null check.** `resolveTeam` in
`saas/portal/usersBackend.ts` uses `tryGetPortalQueryClient()` and falls
back to a direct fetch when there is no client, which its comment
describes as the unit-test path; the cache path is preferred because it
honours both `staleTime` and invalidation. A longer-lived client means
the preferred path is taken more often, not less.
## Testing
Three tests in `queryClient.test.tsx`, and the first two fail if the
client goes back to being created per call:
| | |
|---|---|
| A remount is served from cache rather than refetching | the behaviour
this changes |
| Every caller gets the same instance | the mechanism |
| No client is reported until the portal first mounts | the contract
`resolveTeam` reads |
The three existing portal caching suites called the factory expecting a
fresh client per case. They now call `resetPortalQueryClient()` in a
`beforeEach`, which is what keeps `sharing.test.tsx`'s "a later screen
refetches nothing" case honest rather than passing on a leaked cache.
`task frontend:check` passes typecheck, lint and oxfmt, and 2402 of 2404
editor tests. The two failures, `workbenchSession.test.ts` and
`notificationActions.test.tsx`, are untouched here and fail the same way
on `main`.
|
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ead8a536d2 |
feat(editor): move signing sessions onto TanStack Query (#7436)
# Description of Changes Step 4 of the TanStack Query rollout, and the first of the polling hooks. Follows #7264, #7283, #7285. ## The problem `useSigningSessions` hand-rolled its own fetch, loading state and `setInterval`. Two consequences: - **A raw `setInterval` keeps polling a hidden tab.** Browsers throttle background timers, they do not stop them, so a backgrounded editor with Shared Sign open keeps hitting both endpoints for as long as it is open. - **No tests.** The hook had none, and its quietest behaviour (below) is the easiest thing to break without noticing. ## End state One query behind `qk.signingSessions()`, with the polling lifecycle handed to the library: - Polling stops while the tab is hidden, and refetches on return rather than leaving data up to a full interval stale. - Mounts render from cache while they revalidate, so moving between the tool picker and the signing tool no longer flashes an empty list. - 12 tests where there were none. Same return shape, so no consumer files change. ### What this is not This is not a deduplication win. The three consumers are never mounted at the same time: `ToolPanel` renders the tool picker or the active tool and never both, so the badge cannot be on screen with either of the others, and `SharedSigningLauncher` and `useSigningSessionController` sit inside two different tools. The shared key earns its keep on cache reuse across those transitions, not on concurrent fetches. ## The bit worth reviewing The hand-rolled `{ silent: true }` flag encoded three states, and no single Query flag reproduces them: | | Spinner | Toast on failure | |---|---|---| | First load | yes | yes | | Background poll | no | no | | Explicit refetch | **yes** | **yes** | `isLoading` is false during an explicit refetch when data is already on screen; `isFetching` is true during a background poll. Neither matches, so the user-initiated case is tracked with a small flag and the failure toast is gated on `isLoadingError` plus the explicit path. ## Testing Twelve tests. Rather than trust them, each claim was checked by breaking the implementation and confirming the relevant test fails: | Mutation | Caught by | |---|---| | `refetchIntervalInBackground: true` | hidden-tab test | | Drop `refetchOnWindowFocus` | returns-to-view test | | Drop the user-initiated spinner flag | manual-refresh test | | Toast on every error | background-failure-is-silent test | | Give each observer its own key | dedupe test | Three things worth knowing for the next conversion: - **`waitFor` flushes renders.** Recording an index *after* `waitFor(callCount === 2)` skips past the in-flight render, so a "did the spinner flip on" assertion passes vacuously. The marker has to go before the poll. - **Fake timers hide in-flight state.** The fetch settles inside the same `act()`, so the intermediate render never happens. That test uses real timers and a held-open promise. - **`visibilitychange` has to bubble.** query-core listens for it on `window`, and the real event bubbles from `document`. A test helper dispatching a non-bubbling event never reaches the focus manager, and the pause behaviour still appears to work because `refetchInterval` reads `document.visibilityState` directly at tick time rather than through the event. **One claim is deliberately unguarded.** `isLoading` vs `isFetching` for a background poll produces no re-render at all, so there is nothing observable for a test to assert and no user-visible difference to protect. ## Pre-existing failures `task frontend:check` passes typecheck, lint and oxfmt, and 2363 of 2365 editor tests. The two failures, `workbenchSession.test.ts` and `notificationActions.test.tsx`, fail identically with this branch's changes reverted and are untouched by it. ## Scope This is one of five pollers. The remaining four, `useLocalFolderPoller`, `WatchedFolderWorkbenchView`, `SessionDetailPanel` and cloud `TeamSection`, are separate files with their own consumers and follow separately, now that the silent-refresh pattern has a worked example. --------- Co-authored-by: Anthony Stirling <77850077+Frooodle@users.noreply.github.com> |
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c22d9ecf58 |
feat(editor): move the admin directory onto TanStack Query (#7726)
# Description of Changes Step 5 of the TanStack Query rollout, covering the admin People, Teams and Team details screens. Follows #7264, #7283, #7285. ## The problem Two separate ones, in the same three files. **Reads.** Each section fetched and held its own copy of the same resources: People read the roster and the team list, Teams read the team list plus the roster again when its add-member modal opened, Team details read all three. Cost scaled with how many screens you visited rather than with how much data exists. **Writes.** Thirteen handlers each did the same five things by hand: set a processing flag, call the service, toast the outcome, dig a message out of an axios error, and reload their own slice. Refreshing was a convention, not a mechanism, and one handler had already forgotten it. ## The fix Three shared query keys (`adminUsers`, `teams`, `teamDetails`), and one `useAdminMutation` helper that every write is declared against: ```ts const createTeam = useAdminMutation({ write: (name: string) => teamService.createTeam(name), invalidates: ["teams"], success: t("workspace.teams.createTeam.success"), errorFallback: t("workspace.teams.createTeam.error"), onDone: () => { setNewTeamName(""); setCreateModalOpened(false); }, }); ``` Each write names the slices it disturbs, which is the part that only works when reads and writes are designed together: `createTeam` invalidates the team list, while a membership move invalidates the list, both teams' detail rows and the roster, because it genuinely changes all three. Invalidation refetches only mounted queries, so this costs nothing extra. The blanket "invalidate everything" helper survives in exactly one role: child components (invite, password change, seat update) that write through their own services, where the affected scopes are not visible from the call site. ## Why it is better, measured Request counts come from one harness driving `teams -> team details -> back -> people`, run against the branch point and against this branch. The assertion is committed, so it cannot silently regress. | | Before | After | |---|---|---| | Requests | 7 | **3** | | `getTeams` | 4 | **1** | | `getUsers` | 2 | **1** | | `getTeamDetails` | 1 | 1 | | Committed renders | 17 | **15** | Three is one per distinct resource, the floor for that sequence. The four `getTeams` were the Teams table, Team details fetching the same list for its "move to team" dropdown, the explicit refresh on the back button, and People. Renders barely move, which is expected: this changes where data lives, not how often React draws. It is reported because a caching change can quietly cost renders, and this one does not. On the code itself, across the three sections: | | | |---|---| | Net lines | **-216** | | `useState`/`useEffect` removed | **11**, none added | | Duplicated `isAxiosError` blocks | 13 to **1** | | `setProcessing` calls | 19 to **0** | `isAxiosError` is no longer imported by any of the three files. ## Bug fixed `disableMfaByAdmin` showed a success toast and never refreshed. The menu item renders only when `user.mfaEnabled` is true, so an admin disabled MFA, was told it worked, and watched the option stay on screen until a manual reload. It is covered by a test that fails if the invalidation is removed. ## Behaviour worth checking in review - A write no longer blocks its handler before closing the modal. The dialog closes when the write succeeds and the table updates when the refetch lands, rather than the button spinning through both. - Modal submit buttons now track their own mutation rather than one shared flag. Team details still derives a single busy flag, now from its five mutations rather than a `useState`, so its row actions disable together as before. - The per-handler `console.error` is kept, once, in the shared error path. ## Testing Five tests, each verified by breaking the implementation and confirming that one test, and only that one, fails: | Mutation | Caught by | |---|---| | Drop the shared stale window (`staleTime: 0`) | request-count test | | Make invalidation a no-op | write-visibility test | | Ignore the login-enabled gate | login-disabled test | | Stop invalidating after the MFA write | MFA-refresh test | | Fall back to the generic error message | server-message test | The write tests drive the real flows through their modals and menus rather than calling hooks directly. `task frontend:check` passes typecheck, lint and oxfmt, and 2383 of 2385 editor tests. The two failures, `workbenchSession.test.ts` and `notificationActions.test.tsx`, are untouched here and fail identically with this branch's changes reverted. ## Scope The three services keep their current shape; nothing outside these three sections and the new hook module changes. Child modals that write through their own services still refresh via the blanket helper, and converting those is separate work. |
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4ab2505a6c |
Comment-quality standard, and the gate that enforces it (#7663)
## The problem AI PRs write comments that restate the line below them, mark sections with box drawing, and narrate the diff. Nothing in the repo said not to, and nothing checked. `AGENTS.md` had one line about comments and it was buried in the Python section. Banners and `Step N:` narration have zero occurrences in the 15 months before Aug 2025, so this is new. ## The fix A written standard, plus a linter that enforces the mechanical part of it on added lines only. - [devGuide/CODE_COMMENTS.md](https://github.com/Stirling-Tools/Stirling-PDF/blob/claude/ai-pr-comment-quality-dd970e/devGuide/CODE_COMMENTS.md) holds the reasoning and worked examples; a section in [AGENTS.md](https://github.com/Stirling-Tools/Stirling-PDF/blob/claude/ai-pr-comment-quality-dd970e/AGENTS.md) holds the operative rules, kept short so they stay in an agent's context. The two are split by kind rather than duplicated, because the same prose in two places drifts. - Rules in [comment-rules.mjs](https://github.com/Stirling-Tools/Stirling-PDF/blob/claude/ai-pr-comment-quality-dd970e/scripts/lint/comment-rules.mjs), shared by both engines. - Two engines. `.ts` / `.tsx` / `.mjs` go to an [oxlint JS plugin](https://github.com/Stirling-Tools/Stirling-PDF/blob/claude/ai-pr-comment-quality-dd970e/scripts/lint/comment-lint-oxlint-plugin.mjs) so comments come from the parser rather than a line scan; `.java` / `.py` go to a [line scanner](https://github.com/Stirling-Tools/Stirling-PDF/blob/claude/ai-pr-comment-quality-dd970e/scripts/lint/comment-lint.mjs). Neither reads the other's files, so they cannot disagree about one file. - Between them they read every comment form the repo writes: `//` and `/* */`, Javadoc and JSDoc, JSX comments, `#`, and Python docstrings. - Runs in `task pre-commit`, so the git hook and the `pre_commit.yml` CI job both get it, and as a Claude Code [`Stop` hook](https://github.com/Stirling-Tools/Stirling-PDF/blob/claude/ai-pr-comment-quality-dd970e/scripts/lint/comment-lint-hook.mjs) so an agent fixes the comment inside the turn that wrote it. ## The rules The part worth arguing about. **Every rule blocks.** A rule that only warns is a rule nobody acts on, so a finding you believe is wrong is a bug in the rule: narrow it, or mark the line and say why. | | Fires on | | --- | --- | | [CMT001](https://github.com/Stirling-Tools/Stirling-PDF/blob/claude/ai-pr-comment-quality-dd970e/scripts/lint/comment-rules.mjs#L71) | Every word in the comment already appears in the code below it. Max 6 words, skipped for prose punctuation and for a bare Arrange/Act/Assert marker | | [CMT002](https://github.com/Stirling-Tools/Stirling-PDF/blob/claude/ai-pr-comment-quality-dd970e/scripts/lint/comment-rules.mjs#L92) | 4+ rule or box-drawing characters, or a bare section label from [a fixed list](https://github.com/Stirling-Tools/Stirling-PDF/blob/claude/ai-pr-comment-quality-dd970e/scripts/lint/comment-rules.mjs#L84) (`Types`, `Helpers`, `State`, `Handlers`, ...) | | [CMT003](https://github.com/Stirling-Tools/Stirling-PDF/blob/claude/ai-pr-comment-quality-dd970e/scripts/lint/comment-rules.mjs#L110) | `Step N:` with a separator, or `Then,` / `Next,` / `Finally,`. Suppressed in test files | | [CMT004](https://github.com/Stirling-Tools/Stirling-PDF/blob/claude/ai-pr-comment-quality-dd970e/scripts/lint/comment-rules.mjs#L129) | A comment about the code's own past: `this used to`, `renamed from`, `was previously called`. Suppressed in test files | | [CMT005](https://github.com/Stirling-Tools/Stirling-PDF/blob/claude/ai-pr-comment-quality-dd970e/scripts/lint/comment-rules.mjs#L154) | 3+ consecutive comment lines where 2/3 [parse as code](https://github.com/Stirling-Tools/Stirling-PDF/blob/claude/ai-pr-comment-quality-dd970e/scripts/lint/comment-rules.mjs#L143) | | [CMT006](https://github.com/Stirling-Tools/Stirling-PDF/blob/claude/ai-pr-comment-quality-dd970e/scripts/lint/comment-rules.mjs#L31) | A run of implementation comment over 12 lines, outside the first 5 lines of a file. Doc blocks are exempt, because the standard asks for thorough contracts | | [CMT007](https://github.com/Stirling-Tools/Stirling-PDF/blob/claude/ai-pr-comment-quality-dd970e/scripts/lint/comment-rules.mjs#L180) | A parameter or return description that adds no word its name lacks. Reads Javadoc/JSDoc `@param`, Sphinx `:param name:` and Google `name: description` | | [CMT008](https://github.com/Stirling-Tools/Stirling-PDF/blob/claude/ai-pr-comment-quality-dd970e/scripts/lint/comment-rules.mjs#L239) | An allow directive naming a rule that does not exist, or one that silenced nothing | | [CMT009](https://github.com/Stirling-Tools/Stirling-PDF/blob/claude/ai-pr-comment-quality-dd970e/scripts/lint/comment-rules.mjs#L219) | A `TODO` / `FIXME` / `HACK` naming no issue or link. An owner is not accepted: a username goes stale, an issue outlives it | Each rule carries the readings it deliberately excludes, next to the rule. Those exclusions came from running the rules over this repo, not from taste: `CMT004` does not match a bare "no longer needed" because that is as often about runtime lifecycle as about history, and `CMT003` needs a separator after the number so a wrapped line beginning "step 2 unmounts + remounts the panel" reads as the prose it is. A comment sharing a line with code is judged by the rules that do not depend on the code below it, so a trailing `// TODO fix this` or `/* this used to run before the flush */` still reports, while `50L * 1024 * 1024 // 50 MB` does not. `CMT001` would have been wrong about six in seven trailing comments here, so it stays out of them. If a finding is wrong, `// comment-lint-allow: CMT002` on the line above. Rule-specific, [no blanket disable](https://github.com/Stirling-Tools/Stirling-PDF/blob/claude/ai-pr-comment-quality-dd970e/scripts/lint/comment-rules.mjs#L229). A directive naming a rule that does not exist, or silencing nothing, is itself a `CMT008` failure, so a typo cannot quietly disable a rule and a stale one gets deleted rather than accumulating. No native linter covers `CMT007`. `eslint-plugin-jsdoc`'s `require-param-description`, Checkstyle's `NonEmptyAtclauseDescription` and ruff's D-rules all check that a description exists, not whether it says anything. ## Scoping Added comment **text** only, not lines git calls new. Reindenting a file or moving a block makes git mark untouched comments as added; findings are matched against the comment text at the base, so only genuinely new content reports. The whole file is read and every comment in it evaluated. Only the *reporting* is filtered, so a rule still sees the code a comment introduces, the full run it belongs to, and the base version of the file. Existing tree is untouched. `task pre-commit:comment-lint:all` reports it and always exits 0: | | java | ts/js | py | | --- | --- | --- | --- | | findings | 1,218 | 741 | 204 | 2,163 across 542 files, mostly `CMT002` banners (1,482) and `CMT001` restatements (456). Clearing it is separate work, by directory. Not in this PR: an advisory LLM review layer for the things no pattern can judge. ## Verification Run against [#7494](https://github.com/Stirling-Tools/Stirling-PDF/pull/7494) as CI would, in a throwaway worktree: **two findings on a 78 file, +4,512 line change, both genuine banners, in 952ms**. A whole-file scan of those same files gives 11; the other 9 were withheld because that PR's author did not write them, and they are the `@param teamId the team ID` shape this standard exists to stop. Both scanners blank string and character literals before looking for comment markers, because a partial lex desynchronises everything after it: one apostrophe in a Java comment, or one Python template whose closing quotes start a line, is enough to read dozens of lines of code as a single comment. Two fixtures carry canaries that stop being reported if either engine ever desynchronises again. The [fixture corpus](https://github.com/Stirling-Tools/Stirling-PDF/tree/claude/ai-pr-comment-quality-dd970e/scripts/lint/fixtures) pins all 9 rules against both engines, and `--selftest` fails if the two disagree about the same file. ## Two things reviewers should know **The oxlint JS plugin API is alpha.** oxlint itself is stable and already this repo's frontend linter; the plugin API is the new dependency. Its documented failure mode ([oxc#25203](https://github.com/oxc-project/oxc/issues/25203)) is being skipped silently while oxlint still reports success. That affects the standalone release binary rather than the npm package this invokes, but the class of failure reads exactly like clean code, so the run asserts `number_of_rules >= 1` from oxlint's own report and a broken engine exits 2 rather than passing. If the API ever breaks, the fallback is folding these rules into the line scanner, which already implements all nine for Java and Python. **`.claude/settings.json` is now committed**, carrying the hook and nothing else: 19 lines, no `permissions`, nothing machine-specific. That partly reverts `c35546a212` ("Ignore claude dir"), which existed because this file had twice been committed by accident with a personal `permissions` allowlist, once with absolute machine paths. Personal config still belongs in `.claude/settings.local.json`, which the new pattern keeps ignored, and hook entries merge across the two so nobody's own hooks are lost. If you already hand-wrote a `.claude/settings.json`, copy it somewhere first: that path used to be git-ignored, and git overwrites an ignored file without warning when a commit starts tracking it. Across 19 local checkouts here, 13 have `settings.local.json` and none has a hand-written `settings.json`. To turn the hook off, `{ "env": { "COMMENT_LINT_HOOK": "0" } }` in local settings. Claude Code can only disable all hooks at once, hence the switch. The commit-time gate still applies. ## How to test ```bash task pre-commit:comment-lint:ci ``` The fixture corpus, then the diff. The corpus checks the rules themselves rather than the code under review, so it runs on CI and before a rule change, not on every local commit. ```bash task comment-lint:branch ``` `clean (34 files in scope)`. `task comment-lint` is the same thing scoped to uncommitted work, which is what the git hook and CI run. To watch it bite, add `// Is banner` above `export function isBanner` in `scripts/lint/comment-rules.mjs` and run `task comment-lint`: one `CMT001`, exit 1. The gate covers its own source, which is why these scripts have no section dividers. ```bash task pre-commit:comment-lint:all ``` The standing backlog, report-only. Verified on the pinned oxlint 1.77.0, not only the 1.79 the plugin was prototyped against. |
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732ef18ae5 |
feat(account-link): redirect-based connect handshake for self-hosted linking (#7494)
Links a self-hosted instance to a SaaS team over an ordinary redirect, and leaves the admin's browser holding a Stirling session at the same time. ## The problem A self-hosted server needs a device credential bound to a SaaS team, and the admin's Supabase JWT must never reach the instance backend. Three things ruled out the obvious approaches: - **A customer hostname can never be in Supabase's redirect allow-list**, so the sign-in cannot happen on the instance's own origin. That is why SSO and sign-up did not work for linking at all. - **A device credential identifies a server, not a person.** Every attended portal read (Usage, Billing, Documents, Infrastructure) goes through `getPortalSaasToken()` and needs a *user* session, so a credential-only link left all of them asking for a second sign-in. - **The previous design relayed a JWT** from the browser into the instance, which is the thing we wanted to avoid. That path is deleted here. ## The solution Redirect and nonce, modelled on desktop's `authService.loginWithSelfHostedOAuth`: mint a nonce, hand the browser off, accept only a callback carrying that nonce back. Desktop has the OS route the reply; self-hosted has no OS hop, so our own approval page performs it. That is the point — the human half happens on an origin we control. ``` instance SaaS admin's browser | POST connect/request | | | (name, callback, nonce, | | | claim-secret hash) | | |-------------------------->| | | <- requestId + authorizeUrl | | | GET /link?request=... | | |<-------------------------------| | | sign in (SSO works here), | | | see ACCOUNT + ORIGIN, approve | | |------------------------------->| | | 302 callback#nonce+session | | POST connect/claim | | | (requestId, claim secret)| | |-------------------------->| | | <- device credential | | ``` Four properties carry the safety, and each is stated in the code because each is easy to lose in a refactor: - **The redirect target is never caller-supplied.** Validated once at creation, then read back from the stored row, so nothing in the approval page's URL can steer the token elsewhere. - **Approval and minting are separate.** Approval records the team and hands out nothing usable; the credential is minted only on claim, authenticated by a secret that never entered a browser. - **A re-authentication cannot move a server between teams.** The team is pinned at creation from the credential only that instance holds, so an approver from another team gets `WRONG_TEAM` instead of a rebind. - **The approver has to confirm what they are binding.** The page shows the address and the signed-in account, with a way to switch, and a checkbox naming the address gates the approve button. The name the server reports is deliberately not shown: the requester picks it on an unauthenticated endpoint, and its honest value is the hostname already in the address. The session rides the URL fragment, so it stays out of access logs and `Referer`, and is stripped before anything awaits. The claim is row-locked, so one approval mints once. A request lives 30 minutes; a settled one is not offered again, since approving it fails server-side. Signing in mid-flow no longer loses the request. The id is kept on the SaaS origin and resumed after any sign-in, which is what makes creating an account work: the confirmation email opens a new tab, where the `next` parameter is gone. Reading it does not consume it — the request may be open in two tabs — and only a recorded decision retires it. The result lands as a modal over the portal the admin started from, and the portal re-reads its link status so the page behind agrees with the modal. Plaintext `http://` callbacks are accepted rather than refused, because many self-hosted instances legitimately run plain HTTP on a private network; the address carries a warning icon explaining the risk, derived server-side so a requester cannot suppress it. Hard-refusing `http://` to a public IP literal is a reasonable follow-up; a bare hostname can't be classified without a DNS lookup, so the warning stays the general mechanism. ## Configuration Four surfaces. Placeholders below, not values. **SaaS backend** | Setting | Needed | Why | |---|---|---| | `stirling.billing.account-link.enabled` | Yes, `true` | The connect controller and service are `@ConditionalOnProperty` with no default, so without it the endpoints do not exist. | | `system.frontendUrl` | Only when the approval page is not on the API's own origin | Where the approver is sent. Must include the app's base path if it is served under one, or the redirect misses `/link`. | **SaaS frontend** | Setting | Needed | Why | |---|---|---| | `VITE_SUPABASE_URL`, `VITE_SUPABASE_PUBLISHABLE_DEFAULT_KEY` | Yes | Its own sign-in. Must be the project the SaaS backend validates tokens against. | | `RUN_SUBPATH` | Only if served under a subpath | Moves the approval page to `<base>/<subpath>/link`, so `system.frontendUrl` has to agree. | **Self-hosted backend** | Setting | Needed | Why | |---|---|---| | `stirling.billing.account-link.enabled` | Yes, `true` | Defaults to `false`. | | `stirling.billing.account-link.saas-base-url` | Yes | Origin of the SaaS API it links to. Not the SaaS frontend. | | `system.frontendUrl` | Optional | Externally reachable base URL for the callback. Otherwise derived from the request's `Origin`, which is right for ordinary deployments and wrong behind a rewriting proxy. | **Self-hosted frontend** | Setting | Needed | Why | |---|---|---| | `VITE_SUPABASE_URL`, `VITE_SUPABASE_PUBLISHABLE_DEFAULT_KEY` | Yes | Accepts the session handed over in the callback fragment. | | `VITE_SAAS_API_URL` | For Usage and Billing | Attended reads go to the SaaS API with the admin's token. Absent, those surfaces stay on the mock. | | `VITE_INCLUDE_PORTAL` | Production builds | Dev builds include the portal automatically; without it there is no link UI and no callback route. | Two things worth stating because neither fails loudly: - **Both frontends must use the URL *and* key of the same Supabase project**, and the same one the SaaS backend validates against. A key from one project with a URL from another is accepted by the browser and rejected by Supabase, which surfaces much later as "session expired" on Usage rather than as an error at hand-over. - **The Supabase redirect allow-list must contain the SaaS app's `/auth/callback`**, since a confirmation email returns through it. Entries are matched exactly. - **`system.frontendUrl` is the existing setting for this**, not a new one, so each side reads its own value and there is nothing extra to configure. It also gates share links, so on a stack with storage and sharing already on, setting it here turns those on too. The self-hosted side deliberately does **not** configure where the approval page lives — SaaS answers that in the connect-request reply, being the only party that knows. Also here, because testing this needs two stacks side by side: `linked:staging` / `linked:dev` (which derive `system.frontendUrl` and `RUN_SUBPATH` themselves), the missing `frontend:staging:saas`, and a per-mode vite `cacheDir` — two dev servers in different modes otherwise re-optimise over one shared dep cache. ## How to test Automated and green: `task frontend:check:all` plus both backend modules. `ConnectRequestServiceTest` covers callback validation, the per-IP cap, single-use approval, claim outcomes, expiry, `WRONG_TEAM` and reauth confirming without minting; `ConnectServiceTest` covers callback-resolution precedence including a foreign-origin callback being discarded; `ConnectControllerTest` covers the authorize URL, including the forwarded-header path and only the first hop being trusted; `ConnectCallback.test.tsx` covers the fragment being stripped synchronously and malformed fragments refused; `LinkAccountModal.test.tsx` covers link and reauth hitting different endpoints. Manual walkthrough: 1. `task linked:staging` — added here; brings up a SaaS stack and a self-hosted instance pointed at it, on discovered ports, and prints the four addresses. 2. Open the link-account modal in the self-hosted portal and continue. Expect the SaaS approval page at `/link?request=<id>`. 3. Sign in as a team leader, or create an account and confirm the email. Either way you should come back to the approval page. 4. Tick the acknowledgement and approve. Expect the fragment gone from the address bar immediately, a result modal over the portal, the portal showing linked without a reload, and attended reads (Usage, Billing) working without a second sign-in. 5. Repeat, approving as a member of a different team. Expect a refusal, not a rebind. ## Outstanding - #7415 to be reworked against this design once this lands. - **No SaaS-side UI to disconnect a server.** `GET /account-link/instances` and `POST /account-link/instances/{id}/revoke` are already team-scoped and leader-gated, and the portal has a panel that uses them, but `portal-saas/components/settings/accountLinkSettings.tsx` exports `null` on the reasoning that "SaaS has no account-link concept". That held when linking was a self-hosted admin managing their own instance; here a leader approves a server they may not administer, and has no way to withdraw it. The seam to fill is that one file. Expected to land with the CTA work in #7415. --------- Co-authored-by: James Brunton <jbrunton96@gmail.com> |
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6bae9d516d |
chore(saas): one task per environment, and make the frontend follow it (#7483)
## The problem The `dev` profile hardcoded one project ref (`qacaivhsjtftfwtgjvva`) in five places: the ref, the Supabase URL, the publishable key, the datasource host and the meter endpoint. That made it both the shared environment everyone relies on *and* the only thing you could point the backend at. Testing an open SaaS PR meant hand-overriding all five via env just to reach that PR's Supabase preview branch, which is the only place the PR's migrations have actually been applied. Get it wrong and you see `relation "stirling_pdf.<new table>" does not exist` for a table the PR added, which is what happened on [#7414](https://github.com/Stirling-Tools/Stirling-PDF/pull/7414). ## One task per environment ```bash task dev:saas # backend + frontend + engine, against this PR's preview branch task staging:saas # backend + frontend + engine, against the shared v3 project task backend:dev:saas # backend only, preview branch task backend:staging:saas # backend only, v3 ``` | | how | vars | project | |---|---|---|---| | prod | `PROFILES=none` | `SAAS_DB_*` | the live one | | staging | `PROFILES=staging` | `SAAS_STAGING_*` | pinned to v3, always there | | dev | `PROFILES=dev` | `SAAS_DEV_*` | follows a SaaS PR's preview branch | `PROFILES` is still the underlying switch, so the old spelling keeps working. Production deliberately has no named task: reaching it should take a conscious `PROFILES=none`, not a tab-complete. **staging** is the old `dev` configuration, moved and kept pinned. The value of a shared environment is that it is still there tomorrow: reproduce a bug, paste a link to a colleague, share data. **dev** is parameterised by `SAAS_DEV_PROJECT_REF` and derives the Supabase URL, JWT issuer, JWKS, meter endpoint and (unless overridden) the database host from it. Switching which PR you are testing is one variable instead of five. With no ref set, `task backend:dev:saas` stops and says what to set rather than falling back. ## The frontend was the real gap `frontend/editor/.env` is committed and pins the **production** Supabase project, and nothing in the frontend knew about dev or staging. So `task dev:saas` gave you a backend on a preview branch and a login against prod, unless you happened to have hand-written `frontend/editor/.env.saas.local`. The dev tasks now read the backend's env files and derive `VITE_SUPABASE_URL` and `VITE_SUPABASE_PUBLISHABLE_DEFAULT_KEY` from the same project ref the backend resolved, so the two halves cannot point at different projects. Nothing to keep in sync by hand, no new vite mode, and `SAAS_ENV=prod` opts back out to the committed values. ## Where to put your local values Two files, both gitignored, neither ever committed: **`app/.env.saas.local`** is the only one you normally need. The tasks load it for the backend *and* the frontend. ```bash # staging: everything else is already defaulted, so this is all it takes SAAS_STAGING_DB_PASSWORD=... # dev: the preview branch of the PR you are testing, from its "Supabase Preview" check. # A branch has its OWN password and API keys; the parent project's will not authenticate. SAAS_DEV_PROJECT_REF=... SAAS_DEV_DB_PASSWORD=... SAAS_DEV_PUBLISHABLE_KEY=... # prod, if you ever need it SAAS_DB_PROJECT_REF=... SAAS_DB_URL=... SAAS_DB_PASSWORD=... SUPABASE_EDGE_FUNCTION_SECRET=... ``` **`frontend/editor/.env.saas.local`** is no longer needed for choosing a Supabase project, and is best left empty or deleted. If you have one from before this PR, note that the task-supplied values now win, which is the point: the frontend follows the backend. **A blank is not the same as absent.** A dotenv line with an empty value still *sets* the variable, and Spring's `${VAR:default}` only falls back when a variable is absent. So `.env.saas` lists what you must set as blanks, and leaves out the two `*_DB_URL` overrides, which have real defaults to fall back to. This is not theoretical, see below. Committed `app/.env.saas` holds non-secret defaults only. Real secrets are passwords, the edge-function secret and service-role keys. Project refs and publishable keys are neither: a ref is the public `<ref>.supabase.co` subdomain and a publishable key ships in the browser bundle by design, which is why `frontend/editor/.env` has always carried prod's. ## Three bugs found while building the tasks All three were in this PR's own earlier commits, and all three were caught by actually booting things rather than by reading the config. **staging could not boot at all.** A blank `SAAS_STAGING_DB_URL=` in `.env.saas` set the variable to empty, so `${SAAS_STAGING_DB_URL:jdbc:...}` resolved to `""` and startup failed with `spring.datasource.url is required when the saas profile is active`. The file already carried a comment warning about exactly this; it had only been applied to the dev block. The original verification for this PR was "placeholders resolve" and "the task parses", neither of which boots anything. **The dev to staging fallback ran `ddl-auto=update` against shared v3.** The dev profile sets `update`, which is right for a disposable preview branch, and separately fell back to staging's project ref. Together that meant Hibernate was free to reconcile tables that RLS policies depend on. `application-staging.properties` pins `none`, but that only applies when the staging profile is the active one, which it was not on the fallback path. There is no fallback now: with no ref the task stops before gradle, and the frontend fails the same way, both naming the variable. **`PROFILES=` never selected production.** Go template `default` treats `""` as absent, so it silently resolved back to `dev`. It is `PROFILES=none` now. ## Two choices worth reviewing **Staging keeps its committed project ref**, now as a `${SAAS_STAGING_PROJECT_REF:...}` default in one place, with the URL, database host and meter endpoint all derived from it. So staging still works with zero setup, and repointing it is one variable. Nothing in CI referenced the ref or the profile. Its publishable key default carries no inline `gitleaks:allow`: a trailing comment in a `.properties` file is part of the value, so the pragma ended up inside the key. It is in `.gitleaksignore` instead. **`SAAS_DEV_DB_URL` still overrides the whole URL**, so a branch needing the pooler host rather than the direct one is reachable without touching committed config. ## Verification - `task backend:staging:saas` boots against v3 and serves `200`. It could not boot before this commit. - `task backend:dev:saas` with no ref stops before gradle naming the variable, and `PROFILES=none` still reaches production. `task frontend:dev:saas` fails the same way; `SAAS_ENV=staging` still resolves with no local config. - Frontend routing picks the SaaS runner for dev/staging and the plain runner for prod; the derivation returns the right URL and key for each. - Vite's `process.env` precedence and Task's dotenv/env semantics were measured, not assumed. That is how one trap surfaced: Task sets an `env:` key even when its value resolves to empty, and Vite treats an empty `process.env` `VITE_*` as authoritative over a committed `.env`. Putting the Supabase vars on the shared `dev:_run` would have blanked Supabase config for the core, proprietary and desktop dev servers, so the SaaS path has its own runner. - `:saas:spotlessApply` and `:saas:compileJava` green. `DevProfileProjectNotice` becomes `SaasProjectNotice` and covers both profiles, stating the project ref and `ddl-auto` at startup so which environment you are on is never a guess. No behaviour change for prod: the `saas` profile is untouched. |
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f15832b2bb |
chore(saas): make schema ownership explicit and enforce it (#7489)
## The problem The SaaS database has two writers and always has: the Supabase migrations in the SaaS repo, and Hibernate's `ddl-auto`. That was a convention rather than a rule, and it leaked twice. - An older `ddl-auto` run widened `team_memberships.role` to varchar(255), which needed [a dedicated migration](https://github.com/Stirling-Tools/Stirling-PDF-SaaS/blob/v3/supabase/migrations/20260804000000_fix_team_memberships_role_varchar50.sql) to repair, because RLS policies depended on the column. - `payg_instance_usage` shipped with an entity and **no migration**, and nobody noticed for months — staging already had the table from an earlier `ddl-auto` run. It surfaced only when a fresh preview branch, built from migrations alone, threw `relation does not exist`. Both are the same bug: nobody had to *say* who owned a table, so the answer got decided by accident. ## The fix `SaasSchemaOwnership` is the register — **29 migration-owned, 29 inherited** and left to Hibernate. `MigrationOwnedSchemaFilter` applies it via Hibernate's `hbm2ddl.schema_filter_provider`, wired on the **saas profile only**. Hibernate is never shown a migration-owned table, so it cannot create, alter, drop or truncate one whatever `ddl-auto` is set to. Inherited tables stay managed, so a fresh preview branch still heals itself on first boot. Self-hosted is untouched — there Hibernate rightly owns everything. **Why a filter rather than just `ddl-auto=none`:** off, and a fresh branch is missing the 29 inherited tables. On, and Hibernate can reach the other 29. The filter is what lets both be true at once. **Why per-table, not per-schema:** Hibernate's schema management runs over every mapped entity regardless of namespace. Moving SaaS tables to their own schema would *not* by itself keep Hibernate out of them — worth knowing, because that was the intuitive fix and it doesn't work. ## The part that makes it stick `SaasSchemaOwnershipTest` makes the register binding: every `@Entity` on the SaaS classpath must appear in exactly one set, so **a new entity fails the build until someone states who owns its table**. That's the forcing function that would have caught `payg_instance_usage`. I verified it bites rather than assuming it — removing a single entry fails with: ``` These entity tables are not declared in SaasSchemaOwnership, so nobody owns them. Offending tables -> entities: [policies (stirling.software.proprietary.policy.store.PolicyEntity)] ``` naming both the table and the class, which is what the next person actually needs. ## One debatable call The **validate** filter excludes them too. Letting validation through would flag drift, which is genuinely useful — but `ddl-auto=validate` fails startup, and it would fail on differences we've deliberately accepted (`ai_create_sessions` carries columns from a reverted Typst feature that nothing maps). A boot failure over a table we chose not to manage is noise. Argued in the javadoc; happy to flip it if you'd rather have the signal. ## Dependency Depends on [Stirling-PDF-SaaS#324](https://github.com/Stirling-Tools/Stirling-PDF-SaaS/pull/324), which adds migrations for the four SaaS-owned tables that had none. They're listed here as migration-owned on that basis, so #324 should land first. Companion to [#7483](https://github.com/Stirling-Tools/Stirling-PDF/pull/7483) (dev/staging profiles with per-profile `ddl-auto`). ## Verification `:saas:test` green including the 5 new tests, `spotlessCheck` green, and the mutation check above. |
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c146f7e877 |
chore(saas): drop the last dead Flyway migration (#7433)
Removes `app/saas/src/main/resources/db/migration/saas/V33__api_keys.sql`, the only file left in that tree. ## Flyway does not run There is no Flyway dependency in any `build.gradle` and no Flyway configuration in any properties file. Nothing has executed these for some time, so `V33` was never applied by anything. SaaS schema has exactly two writers today: 1. Supabase CLI migrations in the `Stirling-PDF-SaaS` repo, applied by that repo's PR CI 2. Hibernate `ddl-auto=update` in the app, which only ever adds ## Why delete rather than leave it A directory of plausible-looking migrations is a trap. The next person to make a schema change adds a `V34`, assumes it will run, and it silently does not. I nearly did exactly that while working on [#7414](https://github.com/Stirling-Tools/Stirling-PDF/pull/7414) before checking whether Flyway was actually wired. ## Nothing is lost Both tables it declared, `api_keys` and `api_key_daily_usage`, have JPA entities (`ApiKey`, `ApiKeyDailyUsage`), so `ddl-auto` creates them. That is already how they exist on every deployment that has them, since Flyway was not the thing creating them. ## Checks No references anywhere: nothing in code, config, gradle or docs mentions `db/migration`, `flyway` or `V33`. Two code comments mention Flyway historically, explaining why a column looks the way it does; those are accurate history and are left alone. `:saas:compileJava` and `:saas:processResources` green after the removal. |
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df170fd4a6 |
feat(storage): encryption-at-rest ops — audit, admin kill switch, migration, key rotation (PR2) (#7173)
# Description of Changes
**PR2 of the encrypt-at-rest initiative — PR1 was #7155** Makes the P1
crypto operable and compliance-credible: admins can see the feature's
state, flip the kill switch over an API instead of raw SQL, encrypt the
pre-existing plaintext backlog, rotate the master key, and every
security-relevant event lands in the audit trail. No frontend — that's
PR3.
**What was changed**
- **Audit events** — new `STORAGE_ENCRYPTION` audit type, emitted
through a small listener interface so the crypto classes stay plain
objects: `encrypt`, `decrypt` (per-read events honour
`storage.encryption.auditReads`, default **on** — HIPAA reviewers expect
read audit; busy installs can disable), `decrypt.denied` (always),
`key.created/disabled/enabled`, `master.rotated`, `migration.completed`,
plus a `plaintextExport` marker whenever a plaintext copy of
encrypted-at-rest content is served (with `inline` flag to distinguish
in-app view from saved download).
- **Admin API** `/api/v1/admin/storage-encryption` (`hasRole('ADMIN')`):
- `GET /status` — write/decrypt state, **master-key fingerprint**
(SHA-256 prefix for backup verification, never key material), encrypted
vs plaintext file counts, full key list with status history.
- `POST /keys/{id}/disable` / `enable` — the kill switch, now with
active cache invalidation so revocation is immediate on the handling
node (cross-node converges within the 60s cache TTL). Enable is
restricted to DISABLED keys so two ACTIVE keys can't exist per scope.
- `POST /migrate` + `GET /migrate/status` — encrypt-existing job.
- `POST /master/rotate` — key material is never accepted over HTTP; keys
come from config/env.
- **Deliberately no delete endpoint** — key material can be disabled but
never destroyed through the API.
- **Encrypt-existing migration job** — new writes are encrypted from the
moment the flag is on; this converts the backlog. Crash-safe per file:
store the encrypted copy under a NEW storage key → compare-and-swap the
DB row → only then delete the old blob. A CAS miss (user replaced the
file mid-run) discards the job's copy — the user's file always wins.
Worst crash outcome is an orphaned blob, never a lost file; re-runs are
idempotent (`encryption_key_id IS NULL` selection, cursor-paged so
failures can't wedge the loop). Handles all three blobs per row
(main/history/audit-log), runs on a throttled virtual thread,
single-flight guarded.
- **Master-key rotation** — cheap by design thanks to the P1 hierarchy:
rotate re-wraps the handful of KEK rows, zero file I/O. New config
`stirling.security.fileEncryptionKeyPrevious` (+env) gives `unwrap` a
fallback during rotation, and
`stirling.security.fileEncryptionKeyVersion` marks which master wrapped
each row. Runbook: set new key primary + old as previous + bump version
→ restart (startup self-check passes via fallback, warns about pending
rows) → `POST /master/rotate` → remove the previous key.
- **Shared state bean** — `StorageEncryptionState` is built once and
shared by the storage decorator and the admin API, so kill-switch cache
invalidation hits the same caches the decorator reads.
**Reviewer notes**
- The revoked→403 mapping promised for PR2 already landed in #7155 after
manual testing; this PR adds the matching `decrypt.denied` audit event.
- 19 new tests: audit emission (encrypt/decrypt/denied, legacy plaintext
emits nothing), kill-switch immediacy (no TTL wait), rotation
(previous-key fallback, re-wrap + cleanup, idempotent second call),
migration (backlog encrypted byte-identical, CAS-miss discards own copy,
per-file failure counting, concurrent-start rejection, write-disabled
rejection), admin controller status/conflict/not-found paths.
- Full proprietary suite: 2246/2247 green (the one failure is the
pre-existing Windows-symlink FolderIdentitiesTest, unrelated).
---
[ENCRYPTION_AT_REST_TEST_REPORT.html](https://github.com/user-attachments/files/30664158/ENCRYPTION_AT_REST_TEST_REPORT.html)
---------
Co-authored-by: Reece Browne <74901996+reecebrowne@users.noreply.github.com>
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35a861f4f8 |
feat(editor): move endpoint availability onto TanStack Query (#7285)
# Description of Changes > Stacked on #7264, sibling of #7283. Independent of #7283 — the only overlap is two additive lines in `core/query/keys.ts` and `core/api/config.ts`. Either can merge first. ## The problem `useEndpointConfig` kept its own cache: a module-level `globalFetchDone` boolean, a mutable `globalEndpointCache` object, and a `resetGlobalCache()` called from the JWT listener. Which consumer mounted first decided who paid for the request, and nothing invalidated it except a page reload. ## End state One shared query for the whole availability map; each of the 12 consumers projects the endpoints it asked for. **251 lines to 101**, same return shape, no consumer changes. | | Before | After | |---|---|---| | Cross-consumer cache | `globalFetchDone` + mutable module object | query key | | Invalidation | `resetGlobalCache()` mutating that object | `invalidateQueries` | | Per-endpoint check | own `useState` triple | query keyed by endpoint | Behaviour kept deliberately: - **Unknown endpoints and any failure still read as enabled.** This fires before auth settles, and disabling every tool on a hiccup is worse than letting one call fail later. - **`retry` is off for the availability map.** The fallback *is* the answer, so retrying only doubles a request every logged-out visitor makes on load. ## Desktop is untouched `desktop/hooks/useEndpointConfig.ts` shadows this module entirely — no shared code, so core converting doesn't affect it and there's no half-migrated state. It's 482 lines of orchestration rather than fetching: dependency-ready gating, `tauriBackendService` and `selfHostedServerMonitor` subscriptions, a 2.5s timeout retry for backend startup, a legacy `?endpoints=` fallback for old servers, and SaaS-routing optimism that rewrites disabled endpoints to enabled. It also has no test coverage to convert against, and it decides whether tools appear at all in the desktop app. That's a different job from this one and wants its own review. Next PR. ## Testing 9 new tests: projection onto the requested subset, one request across consumers, unknown-endpoint fallback, failure fallback with no retry, empty-list no-fetch, JWT invalidation, and the three single-endpoint cases. `task frontend:check` green: 1677 tests across 192 files, typecheck on all five flavours, eslint, dpdm, prettier. Co-authored-by: Reece Browne <74901996+reecebrowne@users.noreply.github.com> |
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75be292176 |
feat(editor): move app config onto TanStack Query (#7283)
# Description of Changes > Stacked on #7264 — review that first. This diff is against its branch. ## The problem `AppConfigContext` hand-rolled a query client: a `fetchCountRef` dedupe guard, an exponential-backoff retry loop with its own `sleep()`, a `hasResolvedConfig` flag, and manual 401/5xx branching. All to fetch one endpoint that 80 files read. ## End state Same provider, same public contract, React Query underneath. **250 lines to 142**, and no consumer file changes. | | Before | After | |---|---|---| | Dedupe | `fetchCountRef` guard | query key | | Retry | `for` loop + `sleep()` + backoff maths | `retry` + `retryDelay` | | 401 | caught in the component, sets default config | `fetchAppConfig` returns the default — the retry predicate and error state only see real failures | | Auth pages | early return inside the fetch | `enabled` | | Resolved-yet tracking | `hasResolvedConfig` state | derived from the query | `fetchAppConfig` moves to `core/api/config.ts` with the simulation hook and request options, so the context no longer knows how config is fetched. **Behaviour change:** config survives a provider remount instead of refetching. That matters on desktop, where a connection-mode switch remounts the tree — and #7264's cache reset already clears it on exactly that transition. ## Testing The existing 12-case contract test passes unchanged apart from the query wrapper. It caught a real mistake: `failureCount` is 0-based in v5, so `<= maxRetries` gave one attempt too many. Four cases added — cached remount, `maxRetries` honoured, 4xx not retried, `autoFetch` off. `task frontend:check` green: 1672 tests across 191 files, typecheck on all five flavours, eslint, dpdm, prettier. ## Coming next | PR | Scope | |---|---| | 3 | `useEndpointConfig` — core (251 lines) plus a 482-line desktop override with its own dependency polling. Split out of this PR; different risk profile, and it deserves its own review. | | 4 | `useAdminSettings` (20 consumers) and the config sections | | 5 | Polling loops → `refetchInterval` | | 6 | Finish the Processor, collapse to one client | | 7 | Tool execution — mutation state only | --------- Co-authored-by: Reece Browne <74901996+reecebrowne@users.noreply.github.com> |
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74c53001cf |
fix(saas): give auth-bootstrap data fetching a single owner (#7194)
## The problem Three pieces of user data (pro status, avatar metadata, profile picture) were being fetched from four different places: `initializeAuth` on mount, the `SIGNED_IN` handler, the `TOKEN_REFRESHED` handler, and the post-upgrade path. On a fresh login the first two both see a session, so everything got fetched twice. It didn't stop after login either — Supabase re-fires `SIGNED_IN` on token refresh and tab-visibility wakeups, so a refresh that emitted both events cost around 7 Supabase reads. ## The fix All four call sites now go through one `loadUserData(session)` that is idempotent per identity. The guard key is `user.id` + `is_anonymous`: - not the access token, which changes on every refresh and would defeat the guard entirely - the anonymous flag matters because a guest to authenticated upgrade keeps the same user id, and that is the one case where the data genuinely does need reloading **Per login: 6 fetches to 3. A repeat `SIGNED_IN` or `TOKEN_REFRESHED` fetches nothing.** The tests count real calls rather than asserting on shape. ## Two behaviour changes worth naming - `initializeAuth` now awaits the full load, so the initial spinner also waits on the profile-picture URL. Net login is still faster, since an entire duplicate pass is gone. - A tab-wake `SIGNED_IN` no longer revalidates entitlements. That revalidation was accidental rather than designed — `refreshProStatus()` is the intended path, and post-checkout is already handled by `CheckoutContext`. ## Scope Supabase-origin traffic only. This does not touch the ~20 authenticated requests hitting `SupabaseAuthenticationFilter`, because those go to the Stirling backend rather than the hosted Supabase project. That is a separate problem and is unmeasured, so it needs measuring before anything is optimised. Remaining items (a double `/api/v1/team/my` fetch, an effect keyed on `[user]` identity in `FolderContext`, the `portalAccess` spinner flash, and caching the auth filter's per-request Postgres round-trips) are tracked separately. ## Verification ``` npx tsc --noEmit --project editor/src/saas/tsconfig.json # exit 0 npx eslint --max-warnings=0 editor/src/saas/auth # exit 0 npx prettier --check editor/src/saas/auth/ # clean npx vitest run --project saas # 75 passed (20 files) ``` |
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d0d197f09f |
Procurement: draft Enterprise Agreement + signature, legal pages & consent, quote/agreement split (#7021)
Consolidates the enterprise procurement and legal work into one PR off `main`. Supersedes #7020 (closed; every commit from it is contained here). Sits on top of PAYG prepaid bundles (#7032) and the `--color-*` → `--c-*` portal token rename. ## Why Enterprise procurement was a mock. The stage screens read from a fake state machine, the "agreement" was prose hardcoded in a component, and nothing a buyer did was recorded anywhere. To actually sell to an enterprise we need three things it didn't have: a real document they can read and sign, a record that proves they signed that exact version, and a licence that flips when they pay. ## What **The agreement is a real versioned document** - Registry at `resources/legal/manifest.json` + `legal/<id>/<version>/*.md`. Publishing a new version is a markdown file and a manifest bump, no code change. `@`-prefixed parts are generated sections. - `AgreementAssembler` builds MSA (Part A) + generated Order Form (Part B) + DPA (Part C) as one document. Only the Order Form varies per deal. - `AgreementPdfRenderer` goes through our own pipeline (commonmark → `FileToPdf`/WeasyPrint), so we dogfood it. - Immutable signature record pinning document id and version, a SHA-256 of the exact rendered markdown, the variable snapshot, typed signatory details, timestamp and IP. **Legal document pages and consent logging** - `GET /api/v1/legal/{docId}` serves any registry document; a viewer modal renders it with a draft badge. The SLA exhibit is viewable for the first time. - `legal_consent` + `POST /api/v1/legal/consent`. EULA clickwrap is recorded once: at trial start, or at the quote step only if there was no trial. **Quote and Agreement are separate steps** The quote step is a plain itemised review (figures, renewal, PO) with download and "Accept quote". Accepting advances to the agreement and does not charge Stripe. Signing the agreement is still the commitment point. **One quote number** We no longer mint our own reference. The Stripe quote number is the identifier everywhere, so the UI and the memo can't disagree. `quote_number` is nullable until Stripe assigns it at finalisation (`20260808000000`). **Payment takes the deal live** `invoice.paid` on the stripe-webhook moves the deal to live and the UI reflects it. Nothing watched for payment before, so a paid customer sat in "payment" forever. Needs `invoice.paid` enabled on the webhook endpoint in the Stripe dashboard. **Security** Any signup could self-issue a $0 enterprise licence, from three things compounding: leader-on-signup, no entitlement gate, and no ACV floor. So: `startTrial` now has a stage guard (it was replacing committed licences), the offline `.lic` is gated on entitlement, the ACV floor is enforced before the quote persists, and the air-gap check reads the quote's deployment rather than the deal's. Invitee emails are redacted in logs. Dev and Storybook were hitting real Stripe; both now route through `resolveDemoResponse`. **Removed the dead procurement island** The original stage-by-stage page survived the rebuild with no route and no consumer, so it was invisible to review but still cost a reader's time. 16 unreferenced files, 182 lines of superseded API, 53 orphaned en-US keys, and `Procurement.css` from 1665 to 968 lines. Nothing deleted had a live consumer. ## Screenshots Home, deal underway (hero card footer): <!-- home-in-procurement.png --> Quote builder, step 1: <!-- quote-builder.png --> Agreement, ready to sign: <!-- agreement-signing.png --> Payment and live: <!-- stage-payment.png / stage-live.png --> ## How to test **Storybook** covers every state without a backend: ```bash cd frontend && npm run storybook ``` Then `Portal/Procurement/*`: | Story | What to look at | | --- | --- | | `DealStatusHero` — Trial / Quote / Agreement / Payment / Live | One hero per stage: progress band, one-line status, stage CTA | | `QuoteBuilder` — Default | 4 steps. Users + volume drive the price; Governance and PDF size are multipliers; step 4 is the itemised review | | `ProcurementAgreement` — Default / Signing | Header actions, always-visible scrollbar on the paper, one-line signature row | | `ProcurementStages` — Payment / Live / License | "View & pay invoice" opens Stripe directly; licence key and `.lic` download | | `Views/Home` — Subscribed In Procurement | The hero in real page context | Note: `ProcurementAgreement` renders "Could not load the agreement" in Storybook because it fetches the document from the backend. The chrome is accurate, the paper body needs the app. **Full flow** needs SaaS running and a linked team: 1. Home → **Explore enterprise** → trial setup (deployment + seats). EULA is recorded here. 2. **Build your quote** → 4 steps → Generate. Buyer details are required first. 3. Review the itemised quote → **Accept quote**. Confirm Stripe was *not* charged. 4. Agreement → tick, fill signatory, **Sign agreement**. Check `procurement_signature` for the version and content hash. 5. **View & pay invoice** → pay in Stripe test mode → deal should move to live on the `invoice.paid` webhook. Worth reviewing specifically: the licence cannot be issued without entitlement (step 3 before payment), and `startTrial` on an already-committed deal is rejected rather than overwriting. ## Verification - `:saas compileJava` + `spotlessJavaCheck` - `task frontend:check:all` green end to end: 9 typecheck variants, eslint at zero warnings, `theme-lint`, `lint:css`, prettier, build, **1656 tests across 188 files** - 7 deno tests on the `invoice.paid` handler, covering all four shapes Stripe uses for the subscription reference ## Open, not addressed here - **The commercial model contradicts itself in three places.** The Order Form says annual-in-advance, the MSA §2.3/§3.2 implies otherwise, the quote engine computes `tcv = annualNet × termYears` flat, and Stripe only invoices one year. Needs a decision before this is customer-facing. - The 25 MB data-processing increments vs the ×1.4/×2.4 size multiplier, deferred pending Matt. - All legal text is **draft**. It renders with a draft badge and is not presented as executed; counsel's read is still a publish gate. - `{{subprocessor_url}}` / `{{eula_url}}` awaiting marketing's final links. - `frontend-a11y` is red on pre-existing portal contrast debt, deferred by decision. ## Schema notes Two migrations land on the SaaS side (`v3`), both applied by that repo's PR CI: - `20260808000000` drops the NOT NULL on `procurement_quote.quote_number`, which is required rather than cosmetic — the number now comes from Stripe at finalisation, so a draft holds NULL, and `ddl-auto` cannot drop an existing NOT NULL itself. - `20260809000000` adds `procurement_deal.last_paid_invoice_id`, nullable. Nothing here needs a migration in this repo: Flyway is not on the classpath, so the Java side only ever adds via `ddl-auto`, and Postgres migrations run ahead of the app deploy. |
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030f9f541e |
feat(editor): adopt TanStack Query, convert three read-only fetches (#7264)
# Description of Changes ## The problem The editor has no query client. ~295 `apiClient` call sites, each mount refetching what the last one just got, and three module-level caches reimplementing dedupe, retry and invalidation by hand — each shaped differently. The Processor (`frontend/editor/src/portal`) has run on TanStack Query since #7135. The editor never got it. ## End state The editor has a query client, and the three read-only fetch sites that convert safely now use it. `@tanstack/react-query` is already a dependency — no new package. **Foundation** | File | | |---|---| | `core/query/queryClient.ts` | `baseQueryOptions` + client factory. The portal now builds its client from the same options. `networkMode: "always"` — `navigator.onLine` describes internet reachability, which says nothing about a bundled backend on 127.0.0.1 or a self-hosted server on the LAN. | | `core/query/keys.ts` | `["editor", resource, ...params]` | | `core/query/staleTime.ts` + `desktop/query/staleTime.ts` | Config staleTime: `Infinity` on web, 5 min on desktop | | `core/api/config.ts`, `core/api/users.ts` | Fetch functions, mirroring `portal/api/*` | | `core/tests/utils/TestQueryProvider.tsx` | | | `desktop/components/DesktopQueryCacheReset.tsx` | | `QueryClientProvider` mounts at the top of `core/components/AppProviders.tsx`. That diff looks large but is one wrapper plus the reindent underneath it. **Converted.** All three keep their existing return shape, so no consumer changes. | | Before | |---|---| | `useFooterInfo` | Fetched twice — Footer and admin legal section | | `useGroupEnabled` | Refetched on every mount | | `UserSelector` | Refetched the whole roster on each of two mount sites, and again whenever `t` or `user` changed identity | **Desktop needs more than the provider.** `operationRouter` resolves the same relative path to the local bundled backend, a self-hosted server, or the SaaS backend. Query caches by key, not by resolved URL, so a cached entry can outlive the backend that filled it. `group-enabled` routes this way, so this PR introduces the hazard and carries the fix: `DesktopQueryCacheReset` calls `resetQueries()` when the connection mode changes or the self-hosted server goes up or down, and `CONFIG_STALE_TIME` is finite on desktop as a backstop. **Behaviour changes** - All three sites now retry once on failure (client default). None retried before, so a failing request sits in `loading` for one extra attempt plus backoff. - `staleTime: Infinity` on web means admin edits to legal links no longer appear on remount within a session. Saving those already prompts a restart, so this is accepted rather than incidental. - Desktop `useGroupEnabled` shows the *translated* offline reason on first render. The old code showed raw English for one render. - `UserSelector` drops three `console.log`s that were dumping user records to the console. ## Decisions **1. The foundation doesn't ship alone.** A provider nothing consumes gives a reviewer nothing to react to and rots if the follow-up stalls, so it lands with the cheapest safe conversions. **2. Hooks keep their existing return shape.** The alternative is switching to `{ data, isPending, error }` and updating consumers now. Cost of my choice: we carry a `loading`-shaped façade indefinitely, and consumers don't get `isFetching`/`refetch` without a second pass. Taken because it's what keeps each later migration a one-file diff. **3. Shared defaults, separate instances.** The editor and the Processor mount as *sibling* routes, not nested — they never coexist in one tree. Both clients now come from the same `baseQueryOptions`, so behaviour can't drift. A single shared instance would only buy cache surviving navigation between the two products, which is worth little while they share no keys, and it breaks the contract three portal tests rely on (`createPortalQueryClient()` returning a fresh client per test). That belongs in the collapse PR. Consequence meanwhile: the desktop reset covers the editor client only — harmless, since the portal isn't in desktop builds. **4. The desktop reset is wholesale.** A mode switch already remounts the SaaS provider tree, so there's nothing to preserve, and an allowlist of "mode-sensitive" keys would be a trap every new query has to remember to join. ## Coming next Ordered by consumers per line changed. | PR | Scope | |---|---| | 2 | `AppConfigContext` + `useEndpointConfig` — ~80 consumers, deletes ~200 lines of hand-rolled cache, retry and dedupe | | 3 | `useAdminSettings` (20 consumers) and the config sections | | 4 | Polling loops → `refetchInterval` | | 5 | Finish the Processor's remaining files, collapse to one client | | 6 | Tool execution — mutation state only, narrowly scoped | Not in scope, deliberately: `usePdfLibLinks` (its cache is a refcounted ArrayBuffer lifetime manager), thumbnail hooks, watched-folder IndexedDB reads, the desktop health monitors. Unifying `endpointAvailabilityService` / `saasAppConfigService` with the query cache would mean handing `operationRouter` a query client — its own PR if a second reason appears. ## Testing `task frontend:check` green: 1666 tests across 191 files, typecheck on all five flavours, eslint `--max-warnings=0`, dpdm, prettier. New tests cover request de-duplication, per-group key isolation, the desktop offline short-circuit, and the cache reset. The reset test was verified to fail against the `clear()` implementation it replaced. `UserSelector` has no test beyond its existing stories. One existing test needed a wrapper: `Login.test.tsx` renders `<Login />` in isolation, and `AuthLayout` → `Footer` → `useFooterInfo` now needs a client. The real `/login` route is already inside `AppProviders`, so this is test isolation, not a runtime gap. Rollback is a clean revert — nothing persists outside the React tree. |
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50bc4a7866 |
fix(storage): don't query the encryption key registry when storage is off (unblocks backend:dev:saas) (#7265)
# Description of Changes Fixes a startup failure introduced by #7155 and reported against `task backend:dev:saas`. **What goes wrong** `StorageProviderConfig.storageEncryptionState(...)` is created on every startup, in every profile. When `storage.encryption.enabled` is false — the default, and what SaaS ships — the `||` short-circuit evaluates `fileEncryptionKeyRepository.count()`, a live query against `file_encryption_keys`: ```java if (writeEnabled || fileEncryptionKeyRepository.count() > 0) { // <- always runs when the flag is off ``` That table only exists if `ddl-auto=update` managed to create it. When it cannot — permissions on a shared Supabase branch DB, concurrent DDL from several developers, schema ordering — **ddl-auto logs and continues**, so the situation used to be a warning nobody noticed. Now it is a query that throws during bean creation and takes the whole context down. Two things make this sting in SaaS specifically: `storage.enabled` is false there, so before this feature nothing ever touched the table; and `hibernate.default_schema=stirling_pdf` means the table has to exist in a schema the app may not be able to create in. There is a second exposure on the request path: `suppressDirectDownloads()` also counts (60s cached), so even a surviving boot could 500 on downloads. **Fix** - The boot probe runs only when `storage.enabled` is true, so a deployment that does not use storage never touches the table. - Registry reads are wrapped. The boot probe degrades to "no keys" rather than propagating; `suppressDirectDownloads()` **fails safe by suppressing** rather than issuing a presigned URL it cannot vouch for. Losing the direct-download fast path is recoverable; serving ciphertext is not. **Safety is unchanged, and that is the important part.** The decorator is still installed unconditionally, so any blob carrying the `SPDFEAR1` magic is still decrypted via lazy materialisation or fails loudly — the eager probe only ever bought *earlier* master-key verification. A node that can actually serve stored files has `storage.enabled` on by definition, which is exactly the node the drifted-node protection is for; that test now configures it that way, and a new test pins that the decorator remains installed even with storage off. **Tests** — storage-disabled never calls `count()`; an unreadable registry still boots *and* still suppresses direct downloads; the decorator stays installed with storage off; storage-enabled still probes. Full proprietary suite green apart from the pre-existing Windows-symlink `FolderIdentitiesTest` failure, which is environmental and unrelated. **Note on scope:** deliberately minimal so it can land quickly. The Aikido `findAll()` code-quality finding lives in #7173 only (`rotateMasterKey` does not exist on main), so it is fixed there rather than here. #7173 will be rebased once this merges. --- ## Checklist ### General - [x] I have read the [Contribution Guidelines](https://github.com/Stirling-Tools/Stirling-PDF/blob/main/CONTRIBUTING.md) - [x] I have read the [Stirling-PDF Developer Guide](https://github.com/Stirling-Tools/Stirling-PDF/blob/main/DeveloperGuide.md) (if applicable) - [ ] I have read the [How to add new languages to Stirling-PDF](https://github.com/Stirling-Tools/Stirling-PDF/blob/main/devGuide/HowToAddNewLanguage.md) (if applicable) - [x] I have performed a self-review of my own code - [x] My changes generate no new warnings ### Documentation - [ ] I have updated relevant docs on [Stirling-PDF's doc repo](https://github.com/Stirling-Tools/Stirling-Tools.github.io/blob/main/docs/) (if functionality has heavily changed) - [ ] I have read the section [Add New Translation Tags](https://github.com/Stirling-Tools/Stirling-PDF/blob/main/devGuide/HowToAddNewLanguage.md#add-new-translation-tags) (for new translation tags only) ### Translations (if applicable) - [ ] I ran [`scripts/counter_translation.py`](https://github.com/Stirling-Tools/Stirling-PDF/blob/main/docs/counter_translation.md) ### UI Changes (if applicable) - [ ] Screenshots or videos demonstrating the UI changes are attached (e.g., as comments or direct attachments in the PR) ### Testing (if applicable) - [x] I have run `task check` to verify linters, typechecks, and tests pass - [x] I have tested my changes locally. Refer to the [Testing Guide](https://github.com/Stirling-Tools/Stirling-PDF/blob/main/DeveloperGuide.md#7-testing) for more details. |
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8990f55e50 |
feat(storage): encryption at rest for stored files (per-team envelope encryption) (#7155)
# Description of Changes
PR1 of the encrypt-at-rest initiative: user files stored by Stirling (My
Files, workflow files) are now AES-256 encrypted at rest across all
three storage backends, with keys that never leave the deployment.
**What was changed**
- New `EncryptingStorageProvider` decorator wraps whichever
`StorageProvider` backend is configured (local / database / S3). It
encrypts on `store` (Tink AES-256-GCM streaming AEAD, 1 MiB segments)
and transparently decrypts on `load`; legacy plaintext blobs are
detected by magic sniff and pass through untouched, so mixed state is
safe and no migration is required to enable.
- Envelope-encryption key hierarchy: each blob gets a random per-file
DEK, wrapped by a per-team KEK stored (master-key-wrapped) in a new
`file_encryption_keys` registry table; the master key resolves like the
existing credential key — `stirling.security.fileEncryptionKey`
property, `STIRLING_FILE_ENCRYPTION_KEY` env var, or an auto-generated
owner-only `file-encryption.key` in the config dir (cluster mode
requires an explicit shared key, fail-fast).
- Self-describing blob format (`SPDFEAR1` header) carrying the key id,
plaintext length, and the wrapped DEK; the header prefix is bound as GCM
associated data to both the DEK wrap and the payload, so headers cannot
be transplanted between blobs.
- Enabled via `storage.encryption.enabled=true`, gated on a
Pro/Enterprise licence — **write side only**: decryption activates
whenever key rows exist, so switching the flag off or a lapsed licence
can never make previously encrypted files unreadable.
- Key status lifecycle (`ACTIVE`/`RETIRED`/`DISABLED`): `DISABLED` is a
reversible per-team kill switch that fails closed on read; no API path
deletes key material. A revoked download surfaces as **403 Forbidden**
("access revoked"), not a 500, since it is a deliberate policy state
rather than a fault.
- Startup self-check: a master key that cannot unwrap existing key rows
refuses to boot rather than silently starting a second key hierarchy.
- S3 presigned download URLs are suppressed for decorated storage (they
would serve ciphertext); the controller already falls back to
app-streamed downloads.
- `StoredFile`/`StoredObject` gain a nullable `encryption_key_id`
(ddl-auto, no migration); persisted sizes remain plaintext sizes so
quotas and UI are unchanged.
**Why**
Enterprise security questionnaires (and HIPAA/GDPR/CMMC buyers) require
encryption at rest with documented key management; files were previously
plaintext in every backend. Design doc and vendor/standards research
(Purview, Box KeySafe, Google CSE, ISO 32000-2) informed the approach.
## Manually tested end-to-end
Beyond the automated suite, the full flow was exercised against a
running backend (local provider, `storage.encryption.enabled=true`,
login enabled) via the storage API:
1. **Startup** — master key auto-generated with the "back this up"
warning; logs `master key initialised (AES-256-GCM, fingerprint …)` and
`Storage encryption at rest active (writes encrypted)`.
2. **Encrypted at rest** — uploaded a PDF containing a known marker
string; the blob on disk (371 B vs 219 B plaintext) began with the
`SPDFEAR1` header + key id + ciphertext, contained **no `%PDF` signature
and no marker** — not openable as a PDF straight off disk.
3. **Transparent access** — downloading the file through the API
returned it **byte-identical** to the original, marker intact; stored
`sizeBytes` stayed the plaintext size.
4. **Kill switch + reversibility** — set the team key's status directly
in the DB and restarted:
- `DISABLED` → download **failed closed** (`403`, "access to this
content is revoked"), zero plaintext served.
- `ACTIVE` again → file **fully recovered, byte-identical**. Disabling
is a reversible switch on a preserved key row, not destruction.
(The 403 mapping in step 4 was added in this PR after the manual run
first surfaced it as a generic 500.)
## Coming in later PRs
- **PR2 — ops & lifecycle:** audit events for
encrypt/decrypt/key-lifecycle; admin endpoints for the kill switch
(disable/enable) and key status; a background "encrypt existing files"
migration job for turning the feature on over pre-existing plaintext;
master-key rotation (re-wrap KEK rows). Also plans a
key-backup/fingerprint verification command.
- **PR3 — admin UI:** settings section (status, per-team key list with
disable/enable), encrypted-file badge in My Files, i18n.
- **Later:** per-**source** encryption for the Processor pipeline (the
`SOURCE` key scope is already reserved in the schema); pluggable
external KMS / BYOK master-key backends (Vault, AWS/Azure/GCP KMS);
optional FIPS-validated crypto module build for CMMC; and encrypted
egress (PDF-native AES-256) for files leaving the platform.
**Reviewer notes**
- New dependency: `com.google.crypto.tink:tink:1.23.0` (Apache-2.0, pure
Java — bundled in the boot jar, no Docker changes). Pulls protobuf-java
4.33.6, which clears the Aikido-flagged CVE-2024-7254. `./gradlew
checkLicense --no-parallel` passes.
- The `file-encryption.key` file is generated in the config dir on first
use and must be backed up; losing it makes encrypted files unrecoverable
(loud log warning + fingerprint exposed for backup verification).
- Tests cover round-trips on re-openable and one-shot (S3-style)
backends, multi-segment files, legacy passthrough, decrypt-only mode,
disabled-key fail-closed (now asserting the 403 mapping), header/payload
tamper rejection, key-creation races, and presigned-URL suppression.
---
## Checklist
### General
- [x] I have read the [Contribution
Guidelines](https://github.com/Stirling-Tools/Stirling-PDF/blob/main/CONTRIBUTING.md)
- [x] I have read the [Stirling-PDF Developer
Guide](https://github.com/Stirling-Tools/Stirling-PDF/blob/main/DeveloperGuide.md)
(if applicable)
- [ ] I have read the [How to add new languages to
Stirling-PDF](https://github.com/Stirling-Tools/Stirling-PDF/blob/main/devGuide/HowToAddNewLanguage.md)
(if applicable)
- [x] I have performed a self-review of my own code
- [x] My changes generate no new warnings
### Documentation
- [ ] I have updated relevant docs on [Stirling-PDF's doc
repo](https://github.com/Stirling-Tools/Stirling-Tools.github.io/blob/main/docs/)
(if functionality has heavily changed)
- [ ] I have read the section [Add New Translation
Tags](https://github.com/Stirling-Tools/Stirling-PDF/blob/main/devGuide/HowToAddNewLanguage.md#add-new-translation-tags)
(for new translation tags only)
### Translations (if applicable)
- [ ] I ran
[`scripts/counter_translation.py`](https://github.com/Stirling-Tools/Stirling-PDF/blob/main/docs/counter_translation.md)
### UI Changes (if applicable)
- [ ] Screenshots or videos demonstrating the UI changes are attached
(e.g., as comments or direct attachments in the PR)
### Testing (if applicable)
- [x] I have run `task check` to verify linters, typechecks, and tests
pass
- [x] I have tested my changes locally. Refer to the [Testing
Guide](https://github.com/Stirling-Tools/Stirling-PDF/blob/main/DeveloperGuide.md#7-testing)
for more details.
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d5e3c3e6e1 |
Remove dead frontend exports and their orphaned translation keys (#7226)
## Why Spotted while working on #7222. `PIPELINE_OPERATIONS` reads like the list that decides which tools the pipeline composer offers — its doc comment literally said *"the operation catalogue the composer builds a pipeline from"* and *"adding an operation needs no translation work"*. Nothing has imported it since #6905 replaced it with `getExecutableTools` over the tool registry. That makes it worse than dead weight: I added an entry to it to expose Auto Rotate, and the entry did nothing. The next person will do the same. So I swept the editor frontend for the same shape — exported values with no reference anywhere, including inside their own file — and removed the confirmed ones. ## What went **6 wholly dead files** - `core/components/tooltips/useCertSignTooltips.ts` - `core/components/tooltips/useCertificateChoiceTips.ts` - `core/components/tooltips/useSessionManagementTips.ts` - `core/components/tooltips/useWetSignatureTips.ts` - `desktop/config/planFeatures.ts` - `core/hooks/tools/shared/useOperationResults.ts` **Dead consts and helpers** across core, portal and desktop: `PIPELINE_OPERATIONS` + `PipelineOperationDef`, `FILE_ORIGINS`, `DATE_GROUP_ORDER`, `toRgba`, `isSplitMethod`, `useSignatureMode`, `getCategoryLabel`, `useCommonTranslations`, `useSignatureDetection`, two `Z_INDEX_*` tokens, `getFontStatusIcon`, `buildUpdatedDocument`, `INFO_PDF_FILENAME`, `useCustomMetadataTips`, `PORTAL_ACCESS_TONE`, `MEMBER_STATUS_TONE`, `ASSIGNABLE_ROLES`, `TIER_INFO`, `VIEW_LABELS`, `lookupVertical`, `lookupEndpoint`, `lookupAgent`, `lookupSource`, `lookupDestination`, `docsSource`. `fileProcessingService.ts` keeps only `ProcessedFileMetadata`, which four files still import. Removing the dead service instance orphaned the `FileProcessingService` class and its result type, so those went with it. **103 en-US translation keys** that only the deleted tooltip hooks and helpers referenced — the unused-translation audit flags these as soon as their callers go, so the cleanup isn't complete without them. Only `en-US` is touched, since that is what the audit gates. ## Kept deliberately Three things look unused in `core` but are not, and a naive sweep would have deleted them: - `Z_ANALYTICS_MODAL` and `DEV_TESTING_ENABLED` — the `saas` and `proprietary` layers shadow those modules and reference them - `CLOUD_LAYER_PROBE` — exists to prove layer resolution ## Testing Deletions only, so the type checker and the suites are the proof: - `typecheck:all` + `typecheck:portal` — all eight build variants clean - full `eslint` (zero warnings) and `theme-lint` - `prettier --check` across the frontend - full editor suite: **1651 tests, 186 files, all passing** Three incomplete removals and two orphaned imports were caught by exactly those gates and fixed before pushing. ## Note The same 103 keys still exist in the other ~40 locale files. The audit only gates `en-US`, and translations are usually synced separately, so I left them — worth a follow-up if you want them pruned too. |
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6094040e0a |
Make Auto Rotate's settings editable in the pipeline composer (#7222)
Follow-up to #7152. ## Why Auto Rotate was already selectable as a pipeline step — `getExecutableTools` lists any registry tool with an `operationConfig` and an endpoint resolvable from defaults, which it has. But once added, the settings pane showed *"Displaying these tool params for editing is not supported yet"* and the step card read *"Runs with default settings"*. Both come from the same cause. `classifyToolStepSupport` keys off the operation config's mappers: ```js const hasMappers = Boolean(config?.toApiParams && config?.fromApiParams); if (!hasMappers) return "unsupported"; return entry.automationSettings ? "editable" : "noSettings"; ``` Auto Rotate had `automationSettings` but no mappers, because its custom processor builds its own FormData and never needed them — so it classified as `unsupported`. The more consequential half is `serializeToolStep`, which emits `parameters: {}` for a mapper-less tool. A composed pipeline therefore ran Auto Rotate on server defaults with no way to change that. "Runs with default settings" was literal. ## What Declares `toApiParams` / `fromApiParams` on `autoRotateOperationConfig`, mapping `detectionMode`, `confidenceThreshold` and `inferUndetected`. That flips the step to `editable`, so the composer reuses the existing `AutoRotateAutomationSettings` panel, and the chosen settings now reach the backend. **No backend change.** Policy steps already serialise `parameters` as form fields and the endpoint already accepts these three — verified against a running server while working on #7152. ## Testing - New round-trip test in `toolAutomation.test.ts`: the step serialises to `{detectionMode, confidenceThreshold, inferUndetected}` and deserialises back with `support: "editable"`, using the real operation config. - `core/hooks/tools/shared` + `portal/components/pipelines` suites: 63 tests pass. - Typecheck across build variants, ESLint, Prettier. The composer UI itself was not clicked: the portal is not served by the editor dev server locally, so the verification is the unit test plus the render path (`PipelineStepSettings` renders `entry.automationSettings` when support is `editable`, and the registry entry supplies it). Worth a click-through on the preview deploy. ## Note for maintainers While tracing this I found `PIPELINE_OPERATIONS` in `portal/components/pipelines/pipelineOperations.ts` is exported but never imported — the composer builds its list from the tool registry instead. `humanizeOperation` in the same file *is* still used as a label fallback. Left alone here as it is out of scope, but it looks like dead code worth deleting separately. Generated with [Claude Code](https://claude.com/claude-code) |
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46865cd154 |
Add Auto Rotate tool that detects and fixes page orientation (#7152)
## What
New **Auto Rotate** tool: give it any PDF and it detects each page's
correct orientation and sets `/Rotate` so every page displays upright.
Lossless — only the page rotation metadata changes, content is never
re-rendered.
New endpoint: `POST /api/v1/misc/auto-rotate-pdf`, plus an editor tool
registered next to Rotate.
## How it works
Two-tier detection, per page, both expressed as an additive clockwise
`/Rotate` correction:
1. **Embedded-text fast path** (`AutoRotateDetection`): dominant glyph
direction via `PDFTextStripper`/`TextPosition.getDir()`. Trusted only
with >= 30 glyphs at >= 95% agreement. Near-instant for born-digital
PDFs and needs no external tools. Correction = `(glyphDir -
pageRotation) mod 360` — the sign conventions are pinned by
parameterized fixture tests covering all text-angle x `/Rotate`
combinations.
2. **Tesseract OSD fallback**: pages the text path can't decide are
rendered at 300 DPI grayscale and run through `tesseract --psm 0`.
Corrections apply only above a confidence threshold (default 14.0,
matching OCRmyPDF's `--rotate-pages-threshold`). Rendering honours the
existing `/Rotate`, so the verdict is always additive.
**Conservative by default**: blank pages, mixed-direction pages, and
low-confidence verdicts are skipped, never guessed — the failure mode to
avoid is making a correct page wrong.
### API surface
- `detectionMode`: `auto` (default) | `text` | `osd` — forcing one
method is useful for testing
- `confidenceThreshold`: minimum OSD confidence to apply a correction
- `dryRun=true`: returns a JSON per-page report instead of the PDF
- `pageRotations={"1":90,...}`: applies precomputed corrections without
detection
The frontend uses analyze-then-apply (dryRun, then pageRotations) so
detection runs exactly once per file, and the analysis report can be
shown in the UI.
### UI
The tool's results panel shows a **detection report** for
debugging/tuning: per page — method badge (Text / OCR / Skipped),
confidence score (glyph-dominance % for text, raw OSD score for OCR),
applied rotation, and a skip reason (too little text, mixed directions,
below threshold, OCR not installed...). Settings expose detection mode
and the OSD threshold.
### Dependency handling
Registered in `PageOps` only — deliberately **not** gated on the
`tesseract` group, because the text path works without Tesseract. The
controller checks `isGroupEnabled("tesseract")` at runtime; when it's
missing, scanned pages are skipped with a visible `tesseractUnavailable`
note instead of the whole tool disappearing.
## Testing
- 14 detection unit tests: all text-angle x `/Rotate` fixture
combinations (pins the direction conventions), dominance/glyph-count
guards, OSD output parsing
- 6 controller tests: dryRun report, correction application, explicit
pageRotations, tesseract-unavailable reporting, input validation
- Frontend: typecheck (core/desktop/proprietary), ESLint, Prettier, all
i18n audit tests
- **Live, text path**: fixture with pages at `/Rotate` 0/90/180/270 ->
all pages return upright; report UI verified in the browser
- **Live, OSD path**: image-only "scan" fixture (no text layer) with
pages upright/180/90 -> all detected by OSD at conf ~15-17 and
corrected; closed-loop re-analysis of the output reports 0 pages to
rotate with *higher* confidence than the input
Out of scope: skew correction (that's the OCR tool's `--deskew`); this
fixes 90-degree-multiple orientation only.
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b4a264239c |
fix(saas): provision a new user and their personal team atomically (#7193)
New SaaS accounts were landing with `team_id = null`. That state is unrecoverable: portal access derives from leading a team, and signup is the only place one is assigned. Five things had to be fixed, all on the signup path. Only the last is a behaviour change you'd notice. ### 1. Shared-PK entity was routed to `merge()` `SaasUserExtensions` pre-sets its `@MapsId` id in the constructor, so Spring Data's id-nullness check treated a brand-new row as existing and `save()` failed with `AssertionFailure: null identifier`. Now implements `Persistable` and decides on the creation timestamp — the idiom already used by `ProcessedFileEntity` and `SourceDocCountEntity`. This was the blocker. It threw on every signup, and because the failure was swallowed (see 3) every new account was stranded. ### 2. User and team were committed separately `createUser()` is annotated `@Transactional` but is called as `this.createUser(...)`, and self-invocation bypasses the proxy — so the annotation did nothing. `saveUser()` and `ensurePersonalTeam()` each committed in their own transaction, leaving a window where a **committed user was visible with `team_id = null`**. Parallel requests entering that window each provisioned a team, producing duplicates (observed: teams 160/161 and 162/163 for one user). Both writes now happen in one transaction via `SaasTeamService.saveUserWithPersonalTeam()`. The window is gone, so there is nothing left to race over. ### 3. A failed team create was swallowed The old code logged at WARN and committed the user anyway. It now propagates: the shared transaction rolls the user back, the request 401s, and a retry starts clean. Nothing half-built is committed. This is the deliberate trade — a transient failure now surfaces instead of silently producing an account that can never reach the portal. ### 4. Per-request healing removed `recoverMissingTeam` (added in #7180) ran on **every authenticated request** whose user had no team, with no mutual exclusion. Under a burst of parallel requests it was itself a source of concurrent provisioning. Provisioning belongs to signup alone. ### 5. Policy seeding could not run `@TransactionalEventListener(AFTER_COMMIT)` leaves the *completed* transaction bound to the thread, so `JpaPolicyStore.save`'s `@Transactional` joined it instead of opening a live one — and its `FOR UPDATE` lock threw `TransactionRequiredException`. Now seeded in `BEFORE_COMMIT`: the lock has a live transaction, rollback safety is unchanged (a rolled-back team still leaves no policy), and it stays on a single pooled connection. ## Verified `:saas:test` green, both spotless gates green, on top of current `main`. Manually on a live signup: **one** team per user, and the concurrent-signup race resolves correctly through the pre-existing unique-constraint catch (`users_supabase_auth_id_key` violation → refetch the winner). 12 filter tests needed updating. Two of them asserted behaviour this PR deliberately removes (`personalTeamFailureSwallowed`, `assignsTeamWhenMissing`), so they were rewritten to assert the new contract rather than re-stubbed into passing. ## Not in scope - **Existing stranded accounts** are not repaired — with the healer gone, nothing fixes them on the request path. They need a one-off backfill or deletion. - **A DB-level invariant.** A partial unique index (`UNIQUE(created_by_user_id) WHERE is_personal`) would make duplicate personal teams impossible rather than merely unreachable. Wanted, but it is a Supabase migration in the SaaS repo, so it is deliberately separate. - **Per-request auth cost.** The filter still does two remote-Postgres round-trips per authenticated request; a frontend request storm makes that expensive. Being handled separately. |
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66b80a80c0 |
fix(saas): personal teams must be allowed to share a name (new signups get no team) (#7180)
## The bug
Every SaaS signup after the very first one is created with `team_id =
NULL`, no team membership and no `home_team_id`. A brand-new account:
```
user_id | username | team_id | authenticationtype | home_team_id | memberships
952 | hedewot627@candaba.com | null | web | null | null
```
Since #7070 derives Processor access from leading a team, these accounts
are silently redirected out of the Processor and back to the editor.
## Cause
`SaasTeamService.createPersonalTeam` names every personal team the
literal `"My Team"`, and `stirling_pdf.teams.name` was unique — so the
insert throws a duplicate-key error for the second account onwards. Team
creation is best-effort (caught, logged at WARN), so the account is
created anyway, permanently team-less.
Migration `20251211000000` had already dropped that constraint for
exactly this reason, but it dropped it **by name** while the entity
still declared `@Column(unique = true)`. With Flyway retired for `:saas`
(#7100), `ddl-auto=update` reconciles the schema — so Hibernate
re-created the constraint on the next boot under a generated name the
old `DROP` could never match.
The data bug predates #7070; that PR only made it visible.
## Changes
- **`Team.name` no longer unique.** `TeamController` already enforces
uniqueness for admin-created teams (`existsByNameIgnoreCase` on create
and rename, 409), so nothing user-facing changes. `findByName` is only
used for the `Default`/`Internal` system teams.
- **Existing team-less accounts recover on authentication.** Signup is
the only other place a team is assigned and nothing back-fills
`team_id`, so without this they stay locked out. Guests excluded by
design; healthy accounts short-circuit on a null check (`team` is
`EAGER`).
- **Tests:** team recovered, existing team untouched, guest stays
team-less.
## Deploy order
Needs `20260806000000_teams_name_drop_unique` (SaaS repo, `v3`) to drop
the constraint from the live schema — **deployed after this**, or
Hibernate re-adds it on the next boot.
## Verification
`:saas:compileJava`, `:proprietary:compileJava`, spotless on both, and
the `:saas` team/auth-filter tests (`TeamRecovery`: 3 tests, 0
failures).
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ba404d3f90 |
PAYG bundle: server-authoritative price (inline amount_off coupon) + #7032 review nits (#7156)
## What Follow-up to #7032. Makes the prepaid-bundle price **server-authoritative** and removes the percent-coupon rounding drift, by switching the 12-for-10 discount from a pre-made `percent_off` Stripe coupon to an **edge-function-computed inline `amount_off` coupon**. Also folds in Ethan's #7032 review nits. This is a money-mechanism change, so it was verified against the Deno tests and is ready for a V2-preview check before rollout. ## SaaS side — already on `v3` (purely additive) The edge fn + migration were pushed **directly to `v3`** (commit `4534ff1c1`), since the DB change is purely additive (a backward-compatible function replacement — no table/column/data changes): - `create-payg-bundle-quote`: retrieves the Stripe Price for the bundle, computes `subtotal = unit_amount x pool_credits` (falls back to `round(unit_amount_decimal x pool_credits)`), `discount = round(subtotal x 2 / 12)`, `total = subtotal - discount`; mints a single-use fixed-amount coupon (`amount_off`, `duration: once`, `max_redemptions: 1`, `redeem_by = valid_until`) and applies it instead of the stored percent coupon; persists `total` via `p_price_minor`. - Migration `20260803000000_payg_bundle_quote_stripe_price_minor.sql`: `payg_set_bundle_quote_stripe` gains `p_price_minor BIGINT DEFAULT NULL` → `price_minor = COALESCE(p_price_minor, price_minor)`. **Deploy choreography (important):** the migration must apply **before** the edge fn is deployed — the fn now calls the 4-arg `payg_set_bundle_quote_stripe`. #7032's own Supabase migration is already on `main`/`v3`. ## This PR (FE) - **Server-authoritative price:** `bundlePriceMinor` now computes `subtotal - round(subtotal x (granted-paid)/granted)` (round the discount, then subtract) — identical to the edge fn — so the pre-mint estimate matches the `amount_off` charged, and the persisted/frozen total, to the penny (they previously diverged by a minor unit on exact-half ties). Tie-case test added. ### Ethan's #7032 review nits - **1** — comments in `ActivationChoiceModal` / `FreePlanView` no longer assert the metered subscription is auto-provisioned off the saved card; they describe it as a known, not-yet-wired follow-up. - **2** — corrected the price-authority narrative (`stripe.ts`, `BundleCheckoutModal`): the client-sent `p_price_minor` is a pre-mint **display estimate only**; the edge fn overwrites `price_minor` with the server total once the quote is minted. **Verified** the edge fn builds the Stripe line from `bundle_price_id x pool_credits` with `amount_off` from the retrieved Price — it never uses the client price. - **4** — `ensureStripeQuote`'s reuse key now includes the posture/size/pipeline ids (`buildStripeQuoteSig`), not just pool+PO, so a same-pool sizing edit re-mints and re-persists instead of leaving stale sizing on the row. - **5** — `SpendLimitPicker`: a cleared field (maps to `0`) can no longer proceed as a `$0` cap — the cap-step Continue is disabled and `handleContinue` guards on it (empty = incomplete, distinct from the explicit `null` "No limit"). - **6** — `"prepaid PDFs"` code fallbacks aligned to the `"prepaid credits"` TOML (`usageMeters`, `PrepaidCapacityCard`). ## Testing - SaaS Deno: **25/25** (coupon `amount_off == round(subtotal*2/12)`, `p_price_minor == total` persisted, `unit_amount_decimal` fallback, exact-half tie, zero-discount path, price/coupon failure paths). - FE vitest: **50** billing/format tests pass; prettier + eslint clean; tsc clean for all changed files. - Pending: manual V2-preview check that the invoice shows a concrete `-$X.00` discount line (labelled "12 months for the price of 10") equal to the in-app total. Closes the residual half of #7032 review finding #2 — once merged/deployed, the in-app total, the persisted value, and the Stripe invoice all agree. --------- Co-authored-by: Reece Browne <74901996+reecebrowne@users.noreply.github.com> |
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a380a82234 |
build: raise Gradle daemon heap to avoid intermittent CI OOM (#7151)
## Problem The `build (25, saas)` CI job intermittently fails with: ``` The Daemon will expire immediately since the JVM garbage collector is thrashing. The currently configured max heap space is '512 MiB' and the configured max metaspace is '384 MiB'. FAILURE: Build failed with an exception. * What went wrong: Gradle build daemon has been stopped: since the JVM garbage collector is thrashing ``` `gradle.properties` never set `org.gradle.jvmargs`, so the daemon runs on Gradle's 512 MiB default heap. The larger builds — the `saas` flavor in particular, which compiles core + proprietary + saas — exhaust it under `org.gradle.parallel=true`, and the daemon dies mid-build. It's flaky (passes on re-run), which makes it a recurring, noisy CI failure. ## Fix ```properties org.gradle.jvmargs=-Xmx2g -XX:MaxMetaspaceSize=1g ``` 2 GiB heap + 1 GiB metaspace gives comfortable headroom on GitHub-hosted runners and typical dev machines, well clear of the thrash point. One-line, repo-wide config change. ## Verification - `./gradlew help` starts the daemon cleanly with the new args (no malformed-arg failure). - The real signal is CI: this branch's `build (25, saas)` should stop OOM-ing. Split out from #7048 (Plan & Usage) since it's unrelated build infrastructure. |
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3813ca360e |
PAYG prepaid usage bundles (#7032)
# Prepaid usage bundles Teams on pay‑as‑you‑go can **buy a year of PDF processing up front, at a discount** — *"12 months for the price of 10."* You pre‑buy a pool of credits; they're spent **before** any metered billing and sit **outside** the monthly spend limit; unused capacity expires after 12 months. --- ## What this PR delivers **Buy → quote → invoice → pay (Stripe‑Quotes‑native).** - A team lead sizes the pool in the calculator (persisted as a quote row), which doubles as the quote page with a **"Download quote (PDF)"** — the PDF is **Stripe's own rendered quote** (same mechanism procurement uses), not an app‑generated document. - **Finalise** turns the accepted quote into an invoice; the lead can **download the invoice** or **pay online** (Stripe hosted invoice). **Card and bank‑transfer / PO** are both supported (payment‑method fork), on net terms. - The billing page loads the in‑flight quote/invoice on open, so the CTA resumes the right step (**View quote** / **Pay invoice to complete**) and offers **Cancel purchase** (voids the invoice + quote and restarts). **Prepaid is usable on its own — no subscription required.** The entitlement gate honours a live prepaid pool in both cases: - *Unsubscribed*: once the one‑time free grant is spent, a live pool keeps the team **fully entitled** (all feature gates) rather than degraded. - *Subscribed*: a team **at/over its metered cap** but holding a live pool stays fully entitled — prepaid draws are netted out of metered spend, so the pool genuinely sits outside the cap. Only when the free grant **and** the prepaid pool are both empty do billable categories stop. **Coordinated SaaS change (ships with this — `Stirling-PDF-SaaS` `v3` branch):** the `invoice.paid` webhook credits the pool idempotently (keyed on the invoice id) and settles the quote. Metered‑subscription provisioning is best‑effort and **classified** — a permanent Stripe 4xx (the single‑use hosted‑invoice card can't be attached) is a claimed no‑op (HTTP 200, no retry) so Stripe doesn't redeliver forever; only transient errors (5xx / connection / rate‑limit) retry. A failed credit now retries rather than silently dropping a paid bundle. ### Flow 1. Lead sizes the pool and agrees to the terms → the browser sends team + capacity + consent, **never a price**. 2. A leader‑gated server function looks up the price and creates a Stripe **quote** (line quantity = capacity). 3. Lead **finalises** → the quote becomes a Stripe **invoice**; download it or pay online (card or bank transfer). 4. On `invoice.paid`, the webhook **credits the prepaid pool** (idempotent) and settles the quote. 5. Usage then draws **free grant → prepaid pool → meter**; the pool is usable with no subscription. <img width="1280" height="920" alt="01-activation-fork" src="https://github.com/user-attachments/assets/e8981dc7-809d-4fc5-bfde-71e619096b7b" /> <img width="1280" height="920" alt="02-calculator" src="https://github.com/user-attachments/assets/81f6b886-1797-4c54-ba18-97d126be78e2" /> <img width="1120" height="600" alt="03-free-plan" src="https://github.com/user-attachments/assets/c4057fde-d965-47dd-93e8-f2f0f612aa73" /> <img width="1105" height="1285" alt="04-subscribed-prepaid" src="https://github.com/user-attachments/assets/9d1d0ef1-29d0-4bd4-9c17-ac5f68f88ca8" /> --- ## In a follow‑up (not this PR) 1. **Authoritative price via an inline fixed‑amount coupon** *(in progress in a separate PR).* Replace the percentage 12‑for‑10 coupon with an edge‑function‑computed **`amount_off`** coupon: the invoice shows a concrete "−$X.00" discount line, the total is deterministic (no percentage‑rounding drift), and the persisted price becomes **server‑authoritative**. Money‑mechanism change — needs validation against the Stripe test env, so it warrants its own testable PR. 2. **Metered auto‑resume when the pool empties.** Save the paying card at invoice time (`setup_future_usage`) for card payers → real `charge_automatically`; a cardless `send_invoice` subscription for bank‑transfer / PO. This makes the "processing continues at the metered rate" promise true for everyone. 3. **Provisioning idempotency hardening** (SaaS repo). Idempotency key on subscription creation + a conditional link RPC, so a webhook redelivery or link‑RPC failure can't create duplicate or orphaned subscriptions. 4. **Repo‑wide "credits" copy** across *all* of usage & billing (this PR only makes its own additions consistent). --- ## Known edges (current state) - **Cardless teams degrade when the pool empties.** An unsubscribed bundle team that runs the pool dry hits DEGRADED (metered paused), not automatic metered continuation — because no metered subscription gets provisioned off a hosted‑invoice card. The consent copy states processing "continues at the metered rate"; that promise is intentionally **ahead of the mechanism** (follow‑up 2), and the 12‑month term is the runway to deliver it. The prepaid capacity itself stays fully usable in the meantime. - **In‑app total vs charge can differ by ≤1¢** until follow‑up 1 lands. The **shared approval document (the Stripe quote PDF) and the actual invoice are already Stripe‑authoritative**; the persisted price shown in‑app is still a front‑end estimate (percentage‑coupon rounding), so it can differ from Stripe by a rounding cent. Resume‑time drift is fixed (frozen to persisted); exact‑to‑the‑penny parity arrives with the authoritative‑price follow‑up. - **Provisioning idempotency is latent, not live.** The duplicate/orphan‑subscription window only becomes reachable once card‑linking (follow‑up 2) makes provisioning actually run; hardening is tracked as follow‑up 3. - **One job can overshoot the spend cap via a near‑empty pool.** A subscribed team that has hit its metered cap but still holds a *nearly‑exhausted* pool is let through (the pool overrides the cap gate); if a job needs more than the pool has left, the pool drains to zero and the **remainder meters**, so that single job's remainder can bill just past the "never past your spend limit" ceiling. Bounded to one job's overshoot and only at the pool's tail; the alternative — blocking the job — would strand paid‑for capacity, so this is a deliberate trade. --- ## Testing - **Java** — `EntitlementServiceTest` (18) incl. unsubscribed‑live‑pool‑stays‑FULL, subscribed‑over‑cap‑with‑pool‑stays‑FULL, and lazy‑read guards. - **Frontend** — `useBundleFlowState` + `Usage` render tests; portal & SaaS `tsc`; i18n audit; `lint:colors`; toml‑sort; prettier. - **SaaS webhook** (`v3`) — Deno tests for terminal‑vs‑transient provisioning classification (rate‑limit treated as retryable), credit‑error‑retries, and an end‑to‑end no‑storm assertion on the unusable‑card path. *Preview:* the checkout runs in a Supabase function in `Stirling-PDF-SaaS` (`v3`); a live V2 preview is linked in the auto‑deploy comment below. Screenshots to be refreshed — the checkout modal changed since the originals. |
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54bf32485f |
feat(portal): adopt TanStack Query with a shared per-resource query layer (#7135)
## Why The processor/portal loads slowly because every view fetches its data on mount with no client-side cache — navigating away and back refetches everything, and shared data (policies, sources, roster, fleet stats) is fetched repeatedly. This adopts **TanStack Query** so the portal caches, dedupes, and revalidates instead. Follows the Users-page proof-of-concept (kept as the reference A/B example behind a dev flag); DevTools before/after confirmed revisiting a cached view now costs zero network calls. ## What **Shared per-resource query layer** (`portal/queries/`) — the mechanism for both in-view and cross-view sharing: - `keys.ts` (flavor-agnostic queryKey factory), `adapters.ts` (`toAsyncState` → the existing `AsyncState` shape, so view bodies barely change) - One **base hook per endpoint**; **derived hooks** (`usePoliciesOverview`, `useProcessorFlow`, `useOnboardingProgress`) compose them - The bundle functions (`fetchPolicies`, `fetchProcessorFlow`, `useOnboardingProgress`) are decomposed into base queries — otherwise the caches wouldn't dedupe against each other **Migrated:** Documents, Policies, Pipelines, Sources + all of Home's fetching cards. Mutations use `invalidateQueries` (Policies' `version` bump removed; Source/Pipeline builders invalidate-then-navigate; ConnectionsTab + S3 picker share one cache). **SaaS `/team/my` collapse:** `resolveTeam()` reads through the shared cache (`ensureQueryData`), so roster + teams resolve it once (2→1), with a direct-fetch fallback when no provider is mounted. `QueryClientProvider` is mounted once at the portal root (`PortalApp`), above the router, so the cache survives navigation. ## Impact on duplicate fetches - **In-view:** Home `/policies` ×3, `/policies/runs` ×3, `/sources` ×2, `/v1/editor/deployment` ×2 → **1× each** per mount - **Cross-view:** Policies / Sources / Users / EditorAdmin / Infrastructure reuse Home's warmed cache within `staleTime` (no refetch on navigation) - **SaaS Users:** `/team/my` 2× → **1×** ## Testing - Portal typecheck + SaaS typecheck, ESLint (`--max-warnings=0`), Prettier — all green - **224 portal tests pass** (existing component tests wrapped in a shared `QueryClient` test provider) - New: `queries/sharing.test.tsx` (in-view: 3 consumers → 1 fetch each; cross-view: remount → 0 refetch) and a `/team/my` collapse assertion in `UsersReactQuery.test.tsx` ## Notes for reviewers - Keys are intentionally flavor-agnostic (local vs SaaS routing lives inside the api fns), so one key addresses whichever backend the flavor build resolves. - `staleTime` 30s / `gcTime` 5m defaults; tier-dependent resources key on tier. - Users view keeps its dev flag/legacy path deliberately as the documented reference. |
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50c0f2bcb5 |
Fix Calendly scheduler: blank on first open + slow load (#7075)
## What was wrong Opening the procurement **Schedule a call** modal had two problems: 1. **Blank the first time, works the second time.** The first open showed nothing; closing and reopening eventually loaded Calendly. 2. **Slow to load** even when it did work. ## Why 1. Our script loader treated a script as "ready" the moment its `<script>` tag was added to the page — not when it had actually finished downloading. On the first open, two loads overlap (React re-runs the effect in dev), and the second one returned "ready" too early, before Calendly's code existed, so nothing rendered. Reopening worked because by then the script had finished. 2. Nothing was loaded until you clicked, so the first open waited on a cold download of Calendly's script and then its booking page. ## The fix - Make the script loader wait for the script to **actually finish loading**, and have overlapping loads share the same wait. This fixes the blank-first-open (and helps every other lazy-loaded script too). - **Warm up Calendly early**: open the connection and start fetching its script as soon as the "Schedule a call" button appears, so the modal opens quickly instead of downloading everything on click. - If Calendly still can't load (e.g. blocked by an extension), show the existing "open in a new tab" link instead of an empty modal. ## Testing Added a unit test proving the loader only reports "ready" after the script truly loads. Type-check, lint, and formatting all pass. Note: I couldn't click through the live modal here (needs a linked procurement deal running locally) — happy to do a manual open/close/open pass before merge if you'd like. --------- Co-authored-by: James Brunton <jbrunton96@gmail.com> |
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f60a75c253 |
chore(saas): remove unused Flyway migration system (#7100)
## What this PR does Removes the **Flyway** migration system from the SaaS build: - drops `flyway-core` + `flyway-database-postgresql` from `app/saas/build.gradle` - deletes all `Vxx__*.sql` files under `app/saas/src/main/resources/db/migration/` - removes the `spring.flyway.*` config from `application-saas.properties` - clears the now-inert `SPRING_FLYWAY_ENABLED` override and stale Flyway comments in `testing/compose/docker-compose-saas.yml` `ddl-auto` is **left on `update`** (unchanged) — that's a separate decision (see "Not in this PR"). ## Why — Flyway never actually ran anywhere From a full schema-management review (`notes/FLYWAY_MIGRATION_REVIEW.md`), verified against the live databases: - **Prod & dev (v3):** no `flyway_schema_history` table exists in any schema → Flyway has never executed. Schema is authored by the Supabase migrations in `Stirling-PDF-SaaS` and applied by that repo's **GitHub integration** (merge to `main` → prod). - **Tests:** the saas module has zero `@SpringBootTest`; the only real-DB integration tests (in `proprietary`) use `ddl-auto=create-drop` and don't have Flyway on the classpath. - **The mock-DB harness** (`testing/compose/docker-compose-saas.yml`, PAYG cucumber) *explicitly disabled* Flyway, because the `Vxx` migrations can't run against a clean Postgres — they assume Supabase has already provisioned `users`/`teams` (`V2` ALTERs `users`, `V5` references `teams`). So Flyway was dead weight, and its 4 duplicate versions (`V25/V26/V30/V31`) were a latent trap: re-enabling it would crash boot on the collision. Everything it contained (schema + seeds like the default pricing policy) is already mirrored by the Supabase migrations, and by `saas-seed.sql` for the cucumber stack. ## ⚠️ Required follow-up (item #1) — capture the Flyway-only tables into Supabase migrations **This is documentation of the next step, not done in this PR.** Seven tables were defined in Flyway with **no matching Supabase migration**. They exist in prod today only because `ddl-auto=update` created them from their entities. Before `ddl-auto` is ever tightened to `validate` (see #3 below), and so any fresh Supabase branch is complete, they must be added as Supabase migrations in `Stirling-PDF-SaaS/supabase/migrations/`. **Capture (CREATE) — 6 live tables** (definitions are visible in the deleted files in this PR's diff): | Table | Source (deleted here) | Backing entity | |---|---|---| | `resource_grants` | `V25__resource_grants.sql` | `ResourceGrant` | | `integration_configs` | `V26__integration_configs.sql` | `IntegrationConfig` | | `policy_sources` | `V22__policy_engine_tables.sql` | `SourceEntity` | | `policy_source_doc_counts` | `V23__policy_source_doc_counts.sql` | `SourceDocCountEntity` | | `policy_source_doc_totals` | `V23__policy_source_doc_counts.sql` | `SourceDocTotalEntity` | | `saas_user_extensions` | `V9__saas_user_team_extensions.sql` | `SaasUserExtensions` | Write them as `CREATE TABLE IF NOT EXISTS stirling_pdf.<name> (...)` (idempotent — no-op against the existing prod/v3 tables). Preserve column types/defaults/constraints from the deleted `Vxx` files. **Drop (do NOT recreate) — 1 orphaned table:** - `classification_labels` — created by `V30` and dropped by `V39` within Flyway; its `ClassificationLabel` is now a plain `record`, not a JPA entity. It lingers in prod only because Flyway's `V39` drop never ran. The follow-up should emit a `DROP TABLE IF EXISTS stirling_pdf.classification_labels` (mirroring `V39`'s intent), after confirming nothing reads it. ## Not in this PR (deliberately) - **#3 — flip saas `ddl-auto` `update` → `validate`.** Held pending team confirmation; it has boot-risk and should be gated by a CI "validate-boot against a fresh Supabase branch" first. Self-hosted stays on `update` regardless. - **#4 — `billing_subscriptions` split-brain** (prod `public` has 23,164 rows, `stirling_pdf` has 0, Java reads the empty one). Tracked separately. ## Verification - `:saas:compileJava` succeeds with Flyway removed (no code imports `org.flywaydb.*`). - No test or ArchUnit rule references Flyway or the migration files. - No runtime/data impact: Flyway never ran against any live database. --------- Co-authored-by: James Brunton <jbrunton96@gmail.com> |
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c19d56de22 |
PAYG usage card: review follow-ups (avg/PDF, empty-state, unique wording) (#6967)
Small follow-up to #6957 addressing the three non-blocker findings from its review. **Draft / stacked on #6957** — the diff shows #6957's changes until it merges, then auto-narrows to just these 5 files. Mark ready + rebase onto `main` once #6957 lands. ### 1. avg-per-PDF no longer blends unsynced units over synced-only docs `avgCostMinor` now divides **synced** units (`spendUnitsThisPeriod`) by synced docs, so numerator and denominator cover the same population. Combined-billing `pendingUnits` (units-only, no doc count) previously inflated the average for linked-instance teams. The "meter units" figure still shows synced+pending (total current usage) — only the *average* is synced-only. ### 2. Empty-state: unsynced-only reads cleanly When `docs == 0` but there are pending meter units (combined-billing, nothing synced yet), the card showed a bare **"0 PDFs"** headline with a count-less summary and no split. It now shows a **"{n} meter units pending sync from linked instances"** note instead. New `unitsPending` i18n key + a `UnsyncedOnly` story. (Only reachable on the combined-billing path; pure-SaaS teams are unaffected.) ### 3. uniquePdfs wording is now accurate `document_fingerprint` is a hash of a charge's whole **input set**, so the same file reused across *different* groupings (standalone, then later in a merge `{A,B}`) counts per grouping — a close approximation of "unique PDFs", exact for the single-input common case. Softened the FE type doc + the `WalletLedgerEntry.document_fingerprint` javadoc to say so (no behaviour change; counting model unchanged). ### Verification FE typecheck / test / lint / format all clean; `:saas:compileJava` green. No behaviour change beyond #1 (avg) and #2 (empty-state copy); #3 is doc-only. |
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2118de0bb7 |
Open processor "Open in browser" CTAs in a new tab (#7045)
## Description The processor home-hero and download-editor modal "Open in browser" buttons were meant to open the editor in a new tab, but they used `window.location.href = EDITOR_URL`, which replaces the current tab. This switches both to `window.open(EDITOR_URL, "_blank", "noopener,noreferrer")`, matching the existing behaviour of the "Open" button in `EditorStatusCard.tsx`. The `noopener,noreferrer` flags mirror that same call and prevent the new tab from getting a `window.opener` reference. ## Changes - `WelcomeBanner.tsx` — home-hero "Open in browser" CTA - `DownloadEditorModal.tsx` — download modal "Open in browser" CTA ## Notes `EDITOR_URL` can resolve to a same-origin path when the editor is the same SPA, so opening in a new tab triggers a full page load of the editor app. This is the expected behaviour for "Open in browser". |
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40a2d2844f | Portal: honour RUN_SUBPATH in editor + login redirects (#6975) | ||
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fe33378333 | feat(portal): set a spend cap during PAYG checkout (two-step modal) (#6970) | ||
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ce6abe6e23 |
PAYG: size-scaled units + per-input-file PDF count + run-id grouping (#6957)
Reworks the Processor (PAYG) meter to **size-scaled units** while
keeping a true **PDF count** visible and distinct from units, and
replaces the fragile content+time lineage grouping with **explicit
per-run grouping**. Built as one PR across three slices.
> Status: **all three slices committed + verified.** `:saas` payg suite
green (418 tests, 0 failures); FE green (typecheck 0, 1260 tests, lint
0, format 0). Remaining before it takes effect in prod: run the
size-scaled default-policy SQL (below) in the Supabase SQL editor +
attach the $0.01/unit Stripe price.
## Model (what we're implementing)
- **Size scaling**: 1 unit per 50 MiB (bytes only, no page charge, no
cap). *(policy-row config, applied separately via SQL.)*
- **Charge = number of input files**: split (1→N outputs) = 1 charge;
merge (N→1) = N charges. `doc_count` = input files, fixed at open;
joined steps add 0.
- **Grouping by run id, not time**: a pipeline/policy/AI run = one
`run_id`; its tool sub-steps group into one charge (content-lineage
still maps split/merge journeys *within* the run). Two separate runs on
identical bytes = two charges. The 5-min window survives only as a
stale-job janitor.
- **10-tool split kept**: within a run's single-file lineage, an 11th
tool run opens a 2nd charge (step limit 10).
- **Count vs units surfaced**: usage page shows unique PDFs,
per-category (automation/AI/API) counts + units, and how many PDFs hit a
size multiplier with avg units/PDF.
## Slice 1 — run-id grouping (behavioural core)
- `AutomationRunContext` (common) — thread-scoped run id.
- `InternalApiClient` — stamps `X-Stirling-Run-Id`.
- Orchestrators open a run scope **on the worker thread that
dispatches** (async-safe): `PipelineProcessor.runPipelineAgainstFiles`,
`PolicyEngine.runToCompletion` (uses `run.getRunId()`),
`AiWorkflowService.orchestrate`.
- `ChargeContext` + `JobContext`: add `runId`; the charge interceptor
reads the header.
- `JobService.joinOrOpen`: `runId == null` → always open fresh
(standalone never joins); non-null → match scoped to the same `run_id`.
`JpaJobLineageStore`/`JobArtifactHashRepository`: add `run_id` filter to
the match query. Step-limit 10 unchanged.
## Slice 2 — doc_count + document_fingerprint
- V33 migration + entity fields.
- `JobService.openFresh`: set `docCount = inputs.size()`, compute
`document_fingerprint` from input signatures, and denormalise both onto
the DEBIT row in `JobChargeService.recordLedgerDebit`.
## Slice 3 — usage analytics API + FE
- `WalletLedgerRepository`: per-category `SUM(units)` +
`SUM(doc_count)`, `COUNT(DISTINCT document_fingerprint)`, and count of
rows whose units exceed their doc_count (a size multiplier fired), over
the period.
- `WalletSnapshotResponse` + `PaygWalletController`: add `categoryDocs`,
`docsProcessedThisPeriod`, `uniquePdfsThisPeriod`,
`sizeMultiplierPdfsThisPeriod`.
- FE `types.ts` + `PdfsProcessedCard` + `useWallet` + `walletFixtures` +
i18n: headline is the **PDF count**; a summary line shows "{unique}
unique · {units} meter units · {avg} avg units/PDF"; the split bar is
per-category PDF counts; a size-multiplier line shows how many PDFs
scaled. Count is separated from meter units so a 5-unit large PDF reads
as "1 PDF, 5 units".
## Config (out of PR — run in the Supabase SQL editor)
Wrap in one transaction. The partial-unique `is_default` index only
allows one default, so the old default is flipped off **before** the new
one is inserted. The new policy carries the prior default's
`free_tier_units` forward (change the literal if the launch grant should
differ).
```sql
BEGIN;
-- 1) flip default off the current policy + close its effective window
UPDATE stirling_pdf.pricing_policy
SET is_default = FALSE, effective_to = now()
WHERE is_default = TRUE;
-- 2) new default: 1 unit / 5 MiB, no page charge, no scaling cap.
-- free_tier_units carried from whatever the last policy granted (COALESCE→0).
INSERT INTO stirling_pdf.pricing_policy
(version, effective_from, doc_pages_per_unit, doc_bytes_per_unit,
min_charge_units, file_unit_cap, free_tier_units, is_default, notes, created_by)
VALUES
('v2-size-scaled-2026-07', now(),
2147483647, -- doc_pages_per_unit = INT_MAX → pages never drive units
52428800, -- doc_bytes_per_unit = 50 MiB → +1 unit per 50 MiB
1, -- min_charge_units
2147483647, -- file_unit_cap = INT_MAX → no cap on size scaling
COALESCE((SELECT free_tier_units FROM stirling_pdf.pricing_policy
ORDER BY effective_from DESC LIMIT 1), 0),
TRUE, 'Size-scaled: 1 unit/5MiB, bytes only, no cap', 'connor');
-- 3) per-source step limits: standalone ops = own charge; pipelines split at 10
INSERT INTO stirling_pdf.pricing_policy_step_limit (policy_id, job_source, step_limit)
SELECT p.policy_id, s.src, s.lim
FROM stirling_pdf.pricing_policy p
CROSS JOIN (VALUES
('WEB',1),('API',1),('DESKTOP_APP',1),('LINKED_INSTANCE',1),('PIPELINE',10)
) AS s(src, lim)
WHERE p.version = 'v2-size-scaled-2026-07';
-- 4) attach the $0.01/unit Stripe price (you handle the real price id)
INSERT INTO stirling_pdf.pricing_policy_stripe_price (policy_id, stripe_price_id)
SELECT policy_id, 'price_XXXXXXXX'
FROM stirling_pdf.pricing_policy WHERE version = 'v2-size-scaled-2026-07';
COMMIT;
```
Note: the `free_tier_units` subquery reads the most-recent policy
*before* the insert — run it as written (the new row doesn't exist yet
at step 2's SELECT).
## Self-hosted parity — tracked follow-up (not in this PR)
Combined-billing (`stirling.billing.account-link.enabled`) is a
**separate metering engine** (`app/proprietary/accountlink` —
`UsageMeterService`/`LocalUsageService`/`UsageSyncService`). The unit
*math* is shared (`DocumentUnitCalculator`), so size scaling matches
once the policy is pushed. But run-id grouping, `doc_count`, and
fingerprints must be mirrored there, and the usage-sync protocol
extended to report counts/fingerprints, before the self-hosted usage
page shows the same breakdown. Frozen/deferred, so this PR does SaaS;
self-hosted mirrors when it ships.
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ece3562dc9 |
Portal: team-scoped Free PDF Editors usage card for SaaS (#6924)
## What Phase 2 of the Free PDF Editors usage card (self-hosted shipped in #6919): make it work on **SaaS**, where one backend serves many teams so every figure must be scoped to the **caller's team**. | Metric | SaaS (per team) | |---|---| | **Editors deployed** | team member count (`team_memberships`) | | **Active this month** | distinct members with a free-UI (`source='WEB'`, non-`UI_DATA`) audit event in 30d, clamped ≤ deployed | | **PDFs edited** | the team's cumulative free-UI `PDF_PROCESS`+`FILE_OPERATION` events | Cost stays `$0`; uncomputable figures render **N/A**. ## Backend - **Gate the self-hosted controller** `@Profile("!saas")` — its counts are server-wide, which would leak across tenants on SaaS. New team-scoped `SaasFleetUsageController` `@Profile("saas")` owns the same `/api/v1/usage/fleet-stats` path (mutually exclusive profiles → no mapping conflict). - **Team resolution** mirrors `PaygWalletController`: `AuthenticationUtils.getCurrentUser(auth, userRepo)` → `TeamMembershipRepository.findPrimaryMembership` → members via `findByTeamId`. `@PreAuthorize("isAuthenticated()")` (team leaders aren't global admins; any member sees their own team's totals). - **Audit → team join**: on SaaS the audit `principal` is the user's email and `User.username == email`, so principals join cleanly to a team's member usernames (no hashing — only raw-JWT/over-long principals get hashed). Two new `principal IN` count queries do the filtering, served by the `(source, timestamp, principal)` index from #6919. - Billing/ledger is deliberately **not** used — it only records billable ops; free-editor activity comes from audit (same `source='WEB'` signal as self-hosted). - `null`→N/A when EE auditing < STANDARD; 401 on no-auth; empty-fleet guard for the (post-migration-shouldn't-happen) teamless caller. ## Frontend - New `src/portal-saas/api/fleetStats.ts` (rides the `@portal/*` cascade from #6900) reads via **`apiClient.saas`** — the Supabase JWT the SaaS backend uses to resolve the team. Re-exports `FleetStats` via `@portal-proprietary`. **The card and `useAsync` hook are untouched.** ## Tests `STIRLING_FLAVOR=saas` build green — `:proprietary` + `:saas` compile, `SaasFleetUsageControllerTest` (team scoping, audit-off→null, clamp, no-team→empty, unauth→401) and the existing suites pass; spotless clean. ## Notes - Requires SaaS auditing at STANDARD (it is) — else N/A. - Depends on #6900 (merged) for the portal-saas override layer and #6919 (merged) for the audit `source` column + DTO. |
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b9a7f2083b |
Portal: realign home hero to the simplified marketing card (#6956)
## What Reworks the free-tier home hero (`WelcomeBanner` + `SetupChecklist`) to match marketing's reworked top card: a compact product header over numbered getting-started steps, dropping the marketing chrome. ## aim attachments/assets/75a80e5f-119e-46bb-80e7-fc4b9a62e5b6" /> <img width="1098" height="646" alt="01-aim-marketing-demo" src="https://github.com/user-attachments/assets/681ca1b8-219e-4afe-9748-89435aafd440" /> ## old hero <img width="1800" height="1338" alt="02-before-old-hero" src="https://github.com/user-attachments/assets/a396cec0-4752-4ac0-9951-9a49f9d50ea7" /> ## new screenshots <img width="1800" height="626" alt="03-after-onboarding-card" src="https://github.com/user-attachments/assets/59332111-6c49-438d-af6d-200d99bf0f8f" /> <img width="1800" height="180" alt="04-after-deployed-header" src="https://github.com/user-attachments/assets/ea631e6c-7878-4159-aaf7-1f0c2bd795ce" /> <img width="1024" height="1396" alt="05-after-install-modal-list" src="https://github.com/user-attachments/assets/125d0a11-d799-40f0-bd8b-42f5dedcfe6d" /> <img width="1024" height="858" alt="06-after-install-modal-docker" src="https://github.com/user- ## Changes - **Compact dark header:** brand mark + "PDF Editor" + social-proof stats (`30M downloads · 60+ PDF operations · Free forever`) + a single **Open in browser** CTA (→ `EDITOR_URL`). - **Dropped** the decorative editor mock, marketing title/subtitle/"Open-source" badge/perks, the two extra banner buttons, and the checklist's dismiss/progress/done tracking. - **Numbered nav steps** (①②③) — each opens its in-app surface: | # | Step | Goes to | Change | |---|------|---------|--------| | ① | Download the editor | `editor` view | was an external `stirling.com/download` link → now in-app | | ② | Confirm your policies | `policies` view | live active/recommended counts retained | | ③ | Invite teammates | `users` view | **replaces** "Connect your sources" (sources dropped to match the demo) | - **Enterprise rung** unchanged (Start Trial / Get Quote → procurement). ## Notes - **Shared hero** — self-hosted sees it too (per decision). - **One deliberate deviation from the demo:** the header CTA is blue (brand primary) rather than the demo's white button. Trivial to flip — say the word. - Behaviour change: the hero is now a quick-start (navigational) rather than a completion checklist — the dismiss control + per-step done chips are gone to match the demo. - Supersedes the incremental #6944 ("add Open in browser" 3-button version) — that can be closed in favour of this. - Portal `tsc` clean; `unusedTranslations` green (removed orphaned welcome/onboarding keys, added the new ones). |
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e4379184b5 |
fix(portal): translate policy category labels in PolicySummary (#6964)
## What The portal's **"What runs on your PDFs"** table (`PolicySummary`) rendered raw i18n keys instead of text: - `portal.policies.categories.ingestion.label` / `.desc` - `portal.policies.categories.security.label` / `.desc` - …and the other three categories (compliance, routing, retention) ## Why it broke [#6910 "Remove in-app portal mocks"](https://github.com/Stirling-Tools/Stirling-PDF/pull/6910) moved the policy catalogue to real data and converted each category's `label`/`desc` (and each config's `summary`) into **i18n keys** — see the `// values are i18n keys — render with t()` note in `api/policies.ts`. Every consumer was updated to call `t()` (`PolicyCategoryCard`, `PolicyDetailPanel`, `PolicySetupWizard`)… except `PolicySummary`, which was not part of that PR and kept rendering the fields verbatim. The translation keys themselves already exist in `en-US/translation.toml` (`[portal.policies.categories.*]`) — nothing was missing, they just weren't being looked up. ## Fix Wrap the values in `t()` in `PolicySummary.tsx` (the `t` from `useTranslation` was already in scope): - category `label` / `desc` in the Policy column - `config.summary` in the Active-rule column (same keyed-value treatment, latent until a policy is active) ## Test plan - [ ] Open the portal Home / policies summary → each row shows the translated category name + description (e.g. "Ingestion" / "Classify documents…") instead of a dotted key. - [ ] A row with an active policy shows its translated rule summary in the Active rule column. |
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75ea3c9a1f |
Portal procurement: pricing realignment, combined accept flow, licence & invoice fixes (#6946)
## What this PR does Brings the enterprise procurement flow in line with the new D71 pricing, tidies up the buyer journey, and fixes a handful of things we found testing it end to end. ### Pricing - Priced on the new run-based model (per PDF, per policy), USD only. Dropped the old currency picker. - Added the policy posture choice (Essentials / Governed / Regulated) and show roughly how many policies each covers (~2 / ~4 / ~7). - The live estimate in the quote builder now matches the real quote the backend produces. - Contracts renew each year with a fixed 3% increase. The agreement shows this plus the first renewal figure, and we save that figure on the quote so it can't drift later. ### Trial and journey - Starting a trial now asks for your deployment (Cloud / Self-hosted / Air-gapped) and team size up front, and that seeds the quote. - Quote and agreement are now one step: you review the quote and the agreement together and click "Accept & subscribe" once. No more accepting a quote and then separately signing. - "Start a trial" on the home page opens the setup popup right there instead of sending you off to another page. - The calculator asks for number of users again and works the volume out from that. - Removed the demo-only buttons (reset, simulate payment) and the "Key documents" button (it wasn't real). - The licence key now lives behind its own "Licence key" button instead of being shown inside every popup. ### Air-gapped licence file - Air-gapped teams can download their licence file (.lic) during the trial, not only after they pay. - The popup warns that a trial file needs re-downloading once the agreement is done, because the file is a snapshot and doesn't refresh itself the way the online key does. ### Fixes found while testing - Accepting a quote now upgrades the licence from trial to full straight away (it wasn't before). - The "Download invoice" button keeps working after a page refresh (we now save the invoice PDF link). - Invoice line items read differently from each other instead of all showing the same name. ### Notes for reviewers - The matching backend changes (Stripe quote/accept functions, database migrations) live in the Stirling-PDF-SaaS repo on `v3`. They ship when we do the full v3 release. - All checks are green. |
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22e8a82fa1 |
Portal: add 'Open in browser' CTA to the welcome hero (#6944)
## Screenshots <img width="2522" height="1322" alt="image" src="https://github.com/user-attachments/assets/010e2dce-00ae-4c7f-8ec8-7e6519beb4cd" /> |
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119eb1f5ad |
Portal: move the admin route from /portal to /processor (#6933)
## What this changes
Moves the admin portal's browser route from **`/portal`** to
**`/processor`**, to match the "Processor" product name (the in-app app
switcher already says "processor").
- `PORTAL_BASENAME` `"/portal"` → `"/processor"` — the single source of
truth for all portal paths on the frontend, so every `toPortalPath(...)`
link and redirect follows automatically.
- `adminRouteExtensions` now mounts at `` `${PORTAL_BASENAME}/*` ``
instead of a hardcoded `"/portal/*"`, so the route can't drift from the
constant.
- **Backend:** `RequestUriUtils.isStaticResource` now treats
`/processor` (not `/portal`) as the SPA shell, so a direct navigation or
hard refresh to `/processor` serves the app instead of 404ing. (This is
the only backend URL reference — there's no Spring Security matcher for
it.)
- Updated the two portal route tests and the doc comments that named the
old path.
**Not changed:** the `@portal/*` import alias — that's the code layer /
flavor-layering path, not the URL. Renaming it would be a much larger,
unrelated churn.
The portal isn't publicly launched yet, so there are no existing links
to preserve — no redirect from the old path is included.
## Testing
- `task frontend:typecheck:all`, full test suite (1,211), lint, format —
green
- `./gradlew :common:test --tests "*RequestUriUtilsTest"` — green
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d3638d786d |
Portal home: cut the mock blocks, wire the rest to real data (#6931)
## What this changes Cleaning up the portal home page. Most of what was under the plan card was mock — it hit endpoints that don't exist on any backend, so on SaaS it just showed a wall of "—" and "Nothing here yet". I removed the fake stuff and wired the bits worth keeping to real data. **Scrapped (all mock, no backend anywhere — self-hosted included):** - The "No usage yet" usage chart - The KPI strip (Docs/30d, Pipelines, Agents active, Eval pass rate) - The "Build a pipeline in seconds" fork wizard (fake build animation, deploy was a TODO) - The Sources/Pipelines/Agents product cards - The "Popular use cases" marketing cards - Enterprise region health - The "Try a PDF operation" runner Deleted their component/api/mock/MSW/story files too, plus the now-dead i18n keys and CSS. **Wired to real data (finished, not removed):** - The plan strip and the sidebar footer now show the **real** 30-day processed-PDF count from `/api/v1/usage/fleet-stats` (was a mock KPI). Shows "—" honestly when the backend can't compute it, never a fake number. - **Recent activity** now reads the **real audit log** — the same endpoint the Infrastructure → Audit tab uses. **Result:** one simple layout for all tiers — plan strip → recent activity + quick actions → "What runs on your PDFs" (the real policy summary). Every block is backed by data that actually exists. Net: **−3,221 / +89 lines**, 17 files removed. ## Testing typecheck (all variants), full test suite (1211), saas + proprietary builds, lint, format, storybook build, toml-sort — all green. The `unusedTranslations` test guarantees no orphaned i18n keys were left behind. |
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e5a258a648 |
Dev: redirect bare subpath /app → /app/ when RUN_SUBPATH is set (#6934)
## Problem With `RUN_SUBPATH=app`, the app is served under base `/app/`. Vite serves `index.html` at `/app/` and redirects `/` → `/app/`, but a bare **`/app`** (no trailing slash) returns **404** — so you had to type `localhost:5173/app/` to load the app. `/app` should work too. ## Fix A small dev + preview middleware that **301-redirects `/app` → `/app/`** (query string preserved), so either form loads the app. Only active when `RUN_SUBPATH` is set; no-op otherwise. Also routed the vite `base` through the same slash-stripped `runSubpath` value the middleware uses, so a stray `RUN_SUBPATH=/app/` can't produce a doubled `//app//` base. ## Verified (dev server + prod build, `RUN_SUBPATH=app`) | Request | Before | After | |---|---|---| | `GET /app` | 404 | **301 → `/app/`** | | `GET /app?foo=1` | 404 | **301 → `/app/?foo=1`** (query kept) | | `GET /app/` | 200 | 200 (unchanged) | | `GET /` | 302 → `/app/` | 302 → `/app/` (unchanged) | Production build under the subpath still emits `<base href="/app/">` and `/app/assets/...`. Lint + format green. |
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b53aaa7d03 |
Portal procurement: enterprise licence-key mechanism (generate at trial, upgrade on subscription, view/download) (#6902)
Builds on the procurement vertical slice (#6861). Adds the **enterprise licence-key mechanism**: a Keygen licence is generated at trial, upgraded in place when the committed subscription is created, and is viewable/downloadable in the portal. Flag-gated — ships with the mock as default until Keygen env vars are wired. ### What it does - **Offline / air-gapped licence** is a new **priced add-on** on the quote ($12k/yr, flat, alongside indemnification / training / QBR). - **Licence key visible from the trial step** — the portal shows the key with **Copy**, and (when the offline add-on is bought) a **Download offline licence (.lic)** button. - **Real Keygen client, called directly from Java** (`KeygenEnterpriseLicenseService`), behind `stirling.keygen.enabled`; `MockEnterpriseLicenseService` stays the default. All creds are env vars (`STIRLING_KEYGEN_*`) — nothing committed. - **Provisioning is driven by the Stripe `customer.subscription.created` event** (source of truth), not a UI action — so a sales-led deal entered manually in Stripe provisions a licence too. The webhook calls a new admin `POST /api/v1/procurement/provision`, which upgrades the trial licence **in place** to the committed annual term, **valid immediately** (no wait for payment). The deal stays in the payment step so the outstanding invoice remains visible. - Offline `.lic` is checked out `base64+ed25519` (signed, unencrypted) so the self-hosted `KeygenLicenseVerifier` validates it fully offline. ### Not in scope (deliberate, follow-ups) - Cloud entitlement flip — a **cloud** customer sees/downloads the key but the running cloud product doesn't unlock yet (self-hosted/air-gap **are** unlocked by the key). Immediate next PR. - `invoice.paid → fully-live` / `payment_failed → suspend` webhook safety-net. ### Companion change (separate repo) - The Stripe-webhook wiring that calls `/provision` lives in the **Stirling-PDF-SaaS** repo (committed on `v3`, not part of this PR): `stripe-webhook` routes enterprise-committed `subscription.created` → `provisionProcurement()` → the Java admin endpoint. ### Prod setup required - Create the committed-enterprise **Keygen policy with `scheme=ed25519`** under the existing account, set `STIRLING_KEYGEN_ENABLED=true` + account/token/policy env vars. ### Verified saas `:saas:test` (procurement) · portal typecheck / eslint / prettier · 82 portal tests · `deno check` on the webhook handler. ### Review follow-ups (PR review, tracked) Low-hardening fixes applied in `85369633ed`: keep Keygen response bodies out of thrown/logged messages; fail-fast at startup when the flag is on but creds are missing; gate the offline `.lic` on the *accepted* quote (not the latest draft). Deliberately deferred, tracked here: - **Pre-flag verification.** Before `stirling.keygen.enabled=true`, confirm the id-vs-key addressing against live Keygen. (The shipping self-hosted edge addresses licences by URL-safe key in the path and Keygen docs allow it, so the client mirrors that — but confirm empirically with the real committed-enterprise policy.) - **No auto-revoke on non-payment.** Provision issues an immediately-valid annual licence before payment settles; `invoice.paid → live` and `payment_failed → suspend` are out of scope here. Note the offline `.lic`, once downloaded, verifies offline for the full term and **can't be revoked** — so the real mitigation for the offline case is a shorter bridge term until `invoice.paid`, not just wiring `suspend`. Enterprise is sales-led/ADMIN-gated, so this is a collections concern, not mass abuse. |
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3fa0f30d43 |
Portal: prep for SaaS launch — hide unfinished sections, fix api client, docs link (#6921)
## What this changes Getting the portal ready to show the world on SaaS. A few things bundled in here: **Developer docs tab** — now opens https://docs.stirlingpdf.com/ in a new tab instead of taking you to an empty page (we haven't built the in-app docs page yet). **Hid the bits that aren't finished yet — SaaS only:** - Took the Agent Builder button off the Sources page. - Removed the Components page. - Infrastructure: the tabs that aren't ready (Deployments, Security, Models, Storage) are greyed out as "coming soon". API keys and Audit stay live. Also dropped the "Manage editor deployment" button. - Removed the floating AI assistant blob. **Fixed the SaaS api client.** Before this, only the usage/billing page actually reached the backend — everything else (sources, users, policies, etc.) was going to the vite dev server with the wrong login, so it never worked. Now every portal call goes to the one SaaS backend using the Supabase login. Self-hosted is left exactly as it was — all the SaaS hides go through the saas override layer, so self-hosted still shows everything. ## Testing typecheck (all variants), full test suite, both builds, lint + format — all green. |
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1759e0bdd5 |
feat(portal): wire procurement "Schedule a call" to Calendly (#6920)
## What The procurement flow's **Schedule a call** action (deal-status hero → side modal) was a mock: a fake "SE" avatar and four hardcoded time-slot buttons that just closed the dialog. This wires it up to the real Calendly booking widget the admin provided. ## How - **New `CalendlyInline` component** (`portal/components/procurement/CalendlyInline.tsx`) - Lazily loads `assets.calendly.com/assets/external/widget.js` via the existing `@app/utils/scriptLoader` — only when the modal actually opens, deduped across reopens. - Calls `Calendly.initInlineWidget()` explicitly so it rebuilds on reopen / theme change. - Colours track the portal's light/dark theme (`useTheme`) via Calendly's `background_color` / `text_color` / `primary_color` params, mapped to the portal design tokens (surface / text-1 / primary), plus `hide_event_type_details=1`. - Graceful fallback to an "open in a new tab" link if the script fails to load. - Base URL overridable via `VITE_CALENDLY_URL` (defaults to the group-discussion link). - **`ScheduleCallModal`** now renders `<CalendlyInline />` instead of the mock; copy moved into i18n (`portal.procurement.schedule.*`). - `SideModal` gains a `wide` variant so the embed has room; removed the now-dead `.portal-se*` / `.portal-slots*` CSS and `SLOTS` constant. ## Notes / follow-ups - No app-level CSP blocks `calendly.com`, so the embed loads without config changes. - Verified with the portal typecheck (`tsc -p src/portal/tsconfig.json`) and ESLint on the changed files; only pre-existing Storybook/msw dev-dep type errors remain. <img width="1160" height="642" alt="image" src="https://github.com/user-attachments/assets/d9b5d92d-ea7e-4862-9f35-a71f65392a2c" /> <img width="3744" height="1990" alt="image" src="https://github.com/user-attachments/assets/0b8002c6-dd3e-41e6-8e8b-6faf6090314c" /> <img width="2620" height="1928" alt="image" src="https://github.com/user-attachments/assets/781b7a60-7065-4a7a-b9f7-1cdb0dece7b3" /> |
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514b020f74 |
Portal: real Free PDF Editors usage card (self-hosted) (#6919)
## What Replaces the **mocked** "Free PDF Editors" fleet card on the portal Usage page with live figures. Cost stays a literal `$0`; any figure that can't be computed renders **N/A** (never a misleading 0). | Metric | Self-hosted source | |---|---| | **Editors deployed** | total users (`UserRepository.count()`) | | **Active this month** | distinct `source=WEB` principals active in 30d (excl. `UI_DATA` polling), clamped ≤ deployed | | **PDFs edited** | cumulative `PDF_PROCESS` + `FILE_OPERATION` audit events that are **free UI runs** | ## Why the counting approach "Free operations = UI tool runs." Two dead ends first: - **Billing/PAYG is the wrong source** — it *deliberately discards* free ops (classified `BYPASSED`, no DB row); its tables only hold billable (API/AI/automation). - **Raw audit is also wrong** — a tool controller emits `PDF_PROCESS` for UI **and** API/AI/automation calls, and billable traffic exists on every tier. So the count is **audit filtered to free UI runs**. Audit events gain a `source` column, stamped from the always-on signal `BillingCategoryClassifier.classify(...) == BYPASSED` (not API-key auth, no `X-Stirling-Automation` header, not `/api/v1/ai/`) — zero billing-module coupling. Captured on the request thread (`AuditService.captureCurrentSource`), carried via MDC in `ControllerAuditAspect` (same propagation as `requestId`), persisted by `CustomAuditEventRepository`. The count filters `source = 'WEB'`. ## Endpoint `GET /api/v1/usage/fleet-stats` — admin-gated, EE-only. Returns `null` per field when EE auditing is off (→ N/A). ## Frontend - New `portal/api/fleetStats.ts` → `apiClient.local` (this instance's backend). - `FreePdfEditorsCard` rewired to `useAsync(fetchFleetStats)`; preview badge removed, `null`→"N/A", loading→"—". ## Tests `:proprietary:build` green — `FleetUsageControllerTest` (4) and `CustomAuditEventRepositoryTest` (+2 for source-from-MDC) pass; spotless clean. ## Notes / follow-ups - `deployed` currently counts all users incl. disabled — refine to enabled-only later. - **SaaS** (team-scoped endpoint + a `fleetStats.ts` override) is deferred to a follow-up riding the portal-SaaS layering PR #6900. - Depends on EE auditing running at `AuditLevel ≥ STANDARD` for the audit-derived figures; otherwise they show N/A. |
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a8bda9240c |
feat(portal): replace free-tier carousel with static welcome hero (#6901)
## What this PR does Redesigns the portal home to match the marketing demo, across all tiers. - Swapped the old rotating welcome carousel for a static **welcome hero** on the free tier - Subscribed (Processor) + enterprise get a **deployed-editor hero** — shows the live instance (host, version, active users) with an *Open in browser* button, pulled from the real editor-deployment API (same data the Editor admin page uses) - Added a time-of-day **greeting** on the paid tiers - Rebuilt the **"Finish setting up" checklist** so it's real: the counts and tick-offs come from the actual policies + sources (a step is done when there's at least one), not hardcoded numbers - *Download the PDF Editor* → `https://stirling.com/download`; the other steps deep-link to Policies / Sources - **Procurement is now a bolt-on to any tier** — if a deal's in flight the deal-status hero drops into the hero's footer, otherwise you get the setup checklist - All new copy is translated (en-US) and it reuses the shared UI kit, icons and design tokens ## Tidy-ups / fixes found along the way - The subscribed hero was shadowing the real `/v1/editor/deployment` endpoint (broke the Editor admin page) — now reuses it - Renamed the hero's CSS namespace to `.portal-welcome` so it stops clashing with the procurement hero's `.portal-hero` - Refactored the merged procurement component into a shared `useProcurement` hook + banner + flow, so the deal hero can live inside the tier hero — `/procurement` route unchanged ## Screenshots <img width="1258" height="1338" alt="pr-free" src="https://github.com/user-attachments/assets/9bb7db44-5f8e-4388-857a-7f113c2d7d82" /> <img width="1258" height="862" alt="pr-enterprise" src="https://github.com/user-attachments/assets/f1f36faa-1467-404e-9036-dab12e3d0b54" /> <img width="1258" height="944" alt="pr-subscribed" src="https://github.com/user-attachments/assets/775f1228-f182-47b5-82ff-7ac6d5932bd9" /> --- ## Checklist ### General - [x] I have performed a self-review of my own code - [x] My changes generate no new warnings ### UI Changes - [x] Screenshots demonstrating the UI changes are attached ### Testing - [x] Portal typecheck, ESLint and Prettier pass on the changed files - [x] Verified all states in Storybook and ran the app locally via `task dev:portal` |
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8df49ac053 |
feat(portal): build portal for SaaS and self-hosted via file-override layer (#6900)
## What Ground-work so the admin portal can build for the **SaaS flavor** alongside self-hosted, using the editor's existing **build-time file-override** mechanism — no runtime flavor flags. This PR demonstrates SaaS end-to-end (single-login + Usage page loading via the inherited Supabase session) without changing self-hosted behaviour. This is intentionally scoped as foundations, not the whole feature. ## How **Build hook** - `tsconfig.saas.vite.json`: `@portal/*` now cascades (`src/saas/portal/*` → `src/portal/*`); added `@portalCore/*` for the explicit base path. - New `src/portal-saas/` layer (sibling of `src/portal`) holds SaaS-only overrides, so `@app/*` resolves only editor layers and `@portal/*` only portal layers. Self-hosted builds never import it (tree-shaken). **Seams live in the api-client + composition layers — never in page components** - `saasApiBase` — base URL source (self-hosted: `VITE_SAAS_API_URL`; SaaS reuses the single `VITE_API_BASE_URL` backend). - `portalSaasSession` — flavor-agnostic token from the shared Supabase client. - `PortalAuthBoundary` — self-hosted: Spring `AuthProvider` + `AuthGate`; SaaS: Supabase `AuthProvider` + session-only gate (inherits the SaaS session, so no second login). **Link concept pulled out of the Usage page (one clean cut)** - `Usage` is now a link-free wallet renderer with generic `onWalletLoaded` / `onReauth` callbacks; it always loads the wallet and has zero flavor awareness. - `PortalBillingGate` is the single flavor seam: self-hosted gates on link (prompt when unlinked; wires the callbacks onto link/tier + re-auth), SaaS is a passthrough that renders `Usage` directly. - Keeps the flavor switch out of the page entirely (no per-flavor code in `Usage`). ## Testing Green locally and in CI (CI runs the umbrella `task frontend:check:all`): - `task frontend:typecheck:all` — clean across all 7 build variants - `task frontend:test` — vitest suites pass (portal + saas cover this change; 146 tests) - `task frontend:build:saas` and `task frontend:build:proprietary` — both green - `task frontend:lint` and `task frontend:format:check` — clean ## Also in this PR (added after the initial foundations) - **Tier from wallet + full link-layer excision on SaaS.** `TierContext` no longer reads `LinkContext` (via a `usePlanTier` seam: self-hosted from link state, SaaS from `wallet.status`), and the SaaS `PortalProviders` drops `LinkProvider` / `AccountLinkProvider` / `LinkModalHost` entirely — the link machinery is *absent* from the SaaS bundle, not mounted-but-inert. ## Deliberately out of scope (follow-ups) - SaaS-only read-only "connected servers" settings view. - Shared wallet source so the SaaS tier badge and the Usage page don't both fetch `/payg/wallet` (harmless double-fetch today). |
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7bd3826178 |
Portal procurement: real pricing/trial/quote spine + linked-gated checkout (vertical slice) (#6861)
## What this is
The enterprise procurement flow, built into the customer portal as a
**vertical slice** — one linked account can go the whole way from trial
to a paid, committed subscription, using real Stripe under the hood.
Procurement no longer lives as a nav tab. It sits on **Home** as a
deal-status hero and expands into a full-screen takeover, matching the
marketing prototype.
## The journey (what a customer does)
- **Start a trial** in one click — the deadline and next steps show on
the Home hero (no card, mock licence).
- **Build a quote** — a short form (volume → commitment & service →
details); pricing is computed server-side.
- **Generate the quote** — this creates a real **Stripe Quote** with a
proper **PDF** you can download and share, and it becomes a milestone
you can come back to.
- **Review & sign the agreement** — one combined agreement (MSA + Order
Form + EULA + DPA) with an itemised order form and an "I agree" (no
e-signature yet).
- **Accept** — Stripe creates the committed annual **subscription** and
its **first invoice**, which you can **pay or download right in the
app** (no waiting on email).
- Edit a quote any time — it remembers your inputs and company name; the
old Stripe quote is cancelled so it can't still be accepted.
- The hero also has quick actions: **key documents**, **invite
teammates**, **schedule a call**, and a **trial countdown** you can
extend.
## Architecture — Supabase vs Java
Pricing, deal/quote state, and the commercial journey live in **Java
(`:saas`)**. Everything that touches **Stripe** (writes + PDFs) lives in
**Supabase edge functions** — Java has no Stripe SDK and only reads
Stripe via the sync mirror. The portal calls both.
```mermaid
flowchart LR
Portal["Portal (React · editor/src/portal)"]
subgraph JAVA["Java :saas backend (trusted cloud)"]
Pricing["Pricing engine (volume bands, SLA, term, add-ons)"]
Deal["Deal + quote state, journey, snapshot"]
Trial["Trial (mock Keygen licence seam)"]
Authz["Auth: team resolve + leader gating"]
Mirror["Reads Stripe via sync mirror (stripe.* tables)"]
end
subgraph SUPA["Supabase edge functions (own Stripe)"]
Issue["issue-procurement-quote → create + finalize Stripe Quote"]
Accept["accept-procurement-quote → subscription + finalize invoice"]
Pdf["get-procurement-quote-pdf → proxy the quote PDF"]
RPC["SECURITY DEFINER RPCs (read/write stirling_pdf, enforce team/leader)"]
end
Stripe["Stripe (Quotes · Subscription · Invoice)"]
Portal -->|"price / build / trial / agreement / snapshot"| JAVA
Portal -->|"issue / accept / download PDF"| SUPA
SUPA --> Stripe
SUPA --- RPC
Mirror -. reads .-> Stripe
```
| Top-level feature | Handled in |
|---|---|
| Quote pricing (bands, SLA, term, add-ons) | **Java** |
| Deal + quote state, journey, snapshot | **Java** |
| Trial start / extend (mock licence) | **Java** |
| AuthN/Z (team resolve, leader gating) | **Java** |
| Issue quote → Stripe Quote + PDF | **Supabase edge fn** |
| Accept → subscription + invoice | **Supabase edge fn** |
| Quote PDF download | **Supabase edge fn** |
| Reading Stripe state | **Java** (sync mirror) |
| `stirling_pdf` writes from edge | **SECURITY DEFINER RPCs**
(service-role only) |
## Screenshots
<!-- Drag each PNG into the box below it before publishing. -->
**Home deal-status hero (trial)**
<img width="1920" height="1009" alt="hero-check"
src="https://github.com/user-attachments/assets/7ae21831-9578-4f4d-b91a-d3ab2cb171dc"
/>
**Issued quote milestone (with breakdown)**
<img width="1920" height="1009" alt="milestone-breakdown"
src="https://github.com/user-attachments/assets/3a463c67-3c6e-4f93-a1cc-59b250d54cc9"
/>
**Agreement step (itemised order form)**
<img width="1920" height="1009" alt="agreement-itemised"
src="https://github.com/user-attachments/assets/1a4efa16-d0a3-41d0-849c-a125b1492a34"
/>
**Key documents**
<img width="1920" height="1009" alt="keydocs-modal"
src="https://github.com/user-attachments/assets/5672d1d2-99d9-499e-9edf-d485df378e7f"
/>
**Subscription created (pay / download invoice)**
<img width="1920" height="1009" alt="accepted-check"
src="https://github.com/user-attachments/assets/3a8cbe9f-e72c-4389-b365-0c1749108b6f"
/>
## Mocked for now (scaffolding, not wired to real backends)
- **Key documents** ledger — static demo list.
- **Schedule a call** — static solutions-engineer + time slots.
- **Invite teammates** — routes to the existing Users view.
- **Simulate payment received** / **Reset procurement** — demo controls,
**off by default** in prod (flag-gated), 404 unless enabled.
## Deferred (separate follow-up PRs)
- **Real `invoice.paid` webhook** → go-live (today a demo button stands
in).
- **Keygen licence controller** — real licensing (currently a mock
seam).
- **Document sharing**.
- **Stirling admin / Deal Desk** view.
- **Minimum ACV floor** — pending a number from marketing (server-side
enforcement is a one-liner once decided).
## How to test
- **Frontend, no backend:** runs against MSW mocks (Storybook + mocks-on
dev) — the whole journey is clickable.
- **Real end-to-end:** apply the migrations (Flyway `V27–V29` / Supabase
`20260701–20260707`), deploy the three edge functions, ensure
**Invoicing Plus** is enabled on Stripe, and set
`STIRLING_PROCUREMENT_DEMO_CONTROLS_ENABLED=true` if you want the demo
controls.
- Paired SaaS PR: **Stirling-Tools/Stirling-PDF-SaaS#318**.
## Notes for reviewers
- Pricing is server-authoritative (client sends config, never amounts).
- Security review done: edge functions validate the JWT and enforce
**team membership** (and **leader** for issue/accept) via the RPC; demo
endpoints are flag-gated off. Only open item is the ACV floor (policy).
|
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cca3f42623 |
Set App version to v2.14.1 (#6891)
Upped version in build.gradle then ran build so version falls through |
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1df6a1759c |
Set App version to v2.14.1 (#6891)
Upped version in build.gradle then ran build so version falls through |
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f201aa5915 |
feat(account-link): Phase 2 — instance metering + daily usage sync (#6839)
## Account-link Phase 2: metering + daily usage sync Phase 1 (already on main) let a self-hosted instance link a SaaS account and blocked billable work when it was over its limit. It blocked, but it never actually charged anything. This PR adds the metering + billing half. **It's off by default.** Everything sits behind `stirling.billing.account-link.metering.enabled`, on top of the existing `stirling.billing.account-link.enabled` master flag. Both have to be on for any of it to run, so it can't touch production. The billing model isn't going live yet — this is a dark merge. ### How it works 1. The instance classifies each billable request (API / AI / Automation — manual PDF editing stays free) and counts it locally into a per-period counter. 2. Once a day it reports its running totals to SaaS. 3. SaaS bills only the delta since the last report, reusing the existing charge path (free grant + wallet ledger + Stripe meter). No new money logic. 4. The portal shows current usage (synced spend plus anything not reported yet), and when you subscribe it now reflects the new plan right away instead of waiting for a cache to expire. ### What's worth a reviewer's eyes - **It can't double-charge.** SaaS only ever bills the delta, refuses a counter that goes backwards, dedups repeat/late reports on a monotonic sequence number, and takes a row lock so a duplicate delivery can't charge twice. - **The cap is enforced at the instance gate**, not in the charge path (same as the in-cloud flow). A $0 cap blocks all metered work. - Page counts use jpdfium so the instance and the cloud agree on the number that gets billed. - New SaaS surface: `POST /api/v1/instance/sync`, migrations V25 (`payg_instance_usage`) and V26 (allow the `LINKED_INSTANCE` job source), and a small `POST /api/v1/payg/wallet/refresh` the portal calls after checkout. ### Companion PR Stirling-PDF-SaaS #314 (on `v3`): the checkout edge function so the embedded Stripe flow finishes in-page instead of reloading, plus a `Deno.serve` migration so the edge functions actually deploy. ### Testing Java unit tests (proprietary + saas), portal vitest, and the SaaS edge-function tests all pass. Branch is merged up to date with main. ### Not done yet (doesn't block this merge — only matters once both flags are on) - V25 Supabase twin in the SaaS repo. - Same in-page checkout fix for the editor's upgrade modal. - A flags-on smoke test in staging (one real sync round-trip). --------- Co-authored-by: James Brunton <james@stirlingpdf.com> |
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425b76e9a7 |
fix(portal/i18n): add inline default values to account-link + billing t() calls (#6842)
## Problem The account-link / billing / Usage strings migrated to i18next in #6738 call `t("key")` with **no inline default**. When no i18next instance is initialized — which is the case in **Storybook** (the preview doesn't load the portal i18n config) — or whenever a key is missing, react-i18next renders the **raw key** (e.g. `billing.walletMeter.title`) instead of English. That's why the billing stories regressed to showing keys. ## Fix Add the English string as the `t()` default value, matching the **existing portal convention** (`AuthGate`, `Header`, `Sidebar`) and the editor: - plain → `t("key", "English")` - interpolation → `t("key", "English {{var}}", { var })` - plural → `t("key", "{{count}} …", { count })` Dynamic keys resolved via data fields carry a sibling `*Default` string passed as the default: - `LINK_INFO` badge labels → `labelDefault` (`t(info.labelKey, info.labelDefault)`) - `PdfsProcessedCard` segment legend → `labelDefault` / `descDefault` Defaults were sourced **verbatim from the merged `en-US/translation.toml`**, so the TOML stays the source of truth — the inline default only fills in when the catalogue isn't loaded or lacks the key. ## Scope All strings added in #6738: 5 account-link + 12 billing components + the Usage view (157 static call sites + the `LINK_INFO` / segment dynamic ones). No new keys; no copy changes. ## Verification - `tsc -p portal/tsconfig.json` → 0 - `eslint --max-warnings=0` (changed files) → 0 - `prettier --check` → clean - portal `vitest` → **62/62 pass** No behaviour change when i18n is initialized; Storybook and any missing-key fallback now render English. |
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14245d33d1 |
feat(saas): account-link — connected self-hosted billing (Mode A) [WIP, flag-gated] (#6738)
> **Draft / WIP.** Combined-billing **Mode A** (connected self-hosted). Entirely behind `stirling.billing.account-link.enabled` (default **off** → beans absent → 404). Pairs with Stirling-PDF-SaaS PR #313 (twin migration → `v3`). ## What this does A self-hosted instance links a SaaS account in the **Portal**, gets a **device credential**, and authenticates unattended metering/entitlement with it — no long-lived user JWT on the server. The Portal then surfaces the team's **billing** (free trial → metered Processor plan) driven by the live wallet. ```mermaid sequenceDiagram participant Portal as Portal (browser) participant Supa as SaaS Supabase Auth participant Local as Self-hosted backend participant SaaS as SaaS Java (app/saas) Portal->>Supa: signIn / signUp (Supabase JS, short-lived JWT) Supa-->>Portal: JWT (SDK-refreshed, stays in browser) Portal->>Local: hand JWT (same-origin) Local->>SaaS: POST /account-link/register (Bearer JWT, leader) SaaS-->>Local: { device_id, device_secret } (secret once) Note over Local: store device_secret server-side loop unattended Local->>SaaS: /api/v1/instance/** (X-Device-Id + X-Device-Secret) SaaS-->>Local: entitlement / gate decision end ``` **Auth model:** human auth = Supabase JS (ephemeral JWT, kept for attended portal features). Durable instance auth = a team-bound **device_id + secret** (SHA-256 stored, shown once), non-user `ROLE_LINKED_INSTANCE`, path-scoped to `/api/v1/instance/**`. Instance binds to a **team**, never a user. ## Billing surface (Portal · Mode A states) `Usage & billing` is state-driven by the link/subscription dimension and built to the marketing designs, sharing one component layer across states: - **Unlinked** → link-account prompt. - **Linked · Free** — the *Processor trial*: a one-time 500-PDF free grant ("Process 500 PDFs free, then $X/PDF"), the team's free-editor fleet, and a leader-only **Switch on the Processor →** (embedded Stripe Checkout). - **Linked · Subscribed** — the *Processor plan* dashboard: PDFs-processed split (API / Agents / Automation), **spend this month** vs. a **spend limit** meter with a run-rate projection and an **in-place cap editor** (preset buckets + suggested value + guardrail), Stripe **invoices** (with billed PDFs per invoice), and the default **payment method**. Card / subscription changes deep-link to Stripe's hosted portal. Manual PDF editing is always free — only Automation / AI / API is metered; a `$0` cap blocks all metered work (≠ "no cap"). **Shared, not duplicated:** the editor-fleet card, the Enterprise upsell, and the meter (`@shared/billing` `MeterBar`) render in both the free and subscribed views; money/cap math lives once in `@shared/billing`. The page header is a sticky, full-bleed bar. **New SaaS reads** (defensive — degrade to empty/"—" when the Stripe mirror lacks a table, never 500): - `GET /api/v1/payg/payment-method` — default card (brand / last4 / expiry) from `stripe.payment_methods`. - Invoice **PDFs processed** — billed line-item quantity from `stripe.invoice_line_items`. ## Progress - [x] Schema: `V22 linked_instance` (+ Supabase twin in #313) - [x] `AccountLinkController` register / list / revoke (leader-only, team from caller) - [x] Device-credential filter (path-scoped, constant-time, revocation-aware) + `SupabaseSecurityConfig` wiring (conditional) - [x] `GET /api/v1/instance/whoami` + **`/entitlement`** (reuses `EntitlementService`/`TeamBillingService`) + tests - [x] Self-hosted backend (`app/proprietary`): orchestrator + instance gate (dark + **fail-open**) + tests - [x] Portal: in-app Supabase login modal + register hand-off + `LinkContext` (unlinked default) + "Linked instances" view — all `@shared` Storybook components - [x] **Portal billing surface** — free (Processor trial) + subscribed (Processor plan) Usage views to marketing spec; link-state derived from the **live wallet**; in-place cap editor; over-cap banner - [x] **SaaS reads** — payment-method endpoint + invoice billed-units (defensive `stripe.*` mirror DAOs) + tests - [x] Orphan guard: block leaving/accepting away from a team whose departure orphans its linked instances - [ ] Metering Step 2 (lease + reconcile loop) + bounded fail-open cutoff - [ ] Proprietary hardening (SaaS base-url config, secret-at-rest, finer billable classification) + HTTP integration test - [ ] Cross-repo Stripe lifecycle certified end-to-end (subscribe → meter → cancel → 402) - [ ] Admin ⟺ SaaS-leader enforcement (separate portal-team-mgmt workstream) ## Verification — all green | Gate | Result | |---|---| | `STIRLING_FLAVOR=saas :saas:test` | BUILD SUCCESSFUL (account-link + payg, incl. `PaygPaymentMethodControllerTest`, `PaygInvoicesControllerTest`) | | `:proprietary:test` | BUILD SUCCESSFUL (account-link + entitlement cache/interceptor) | | portal | tsc 0 · eslint 0 · **vitest 55** · storybook build (all billing stories) | | frontend post-sync | typecheck shared + portal + editor (saas + desktop): 0 | ## Screenshots — billing UI _Latest Storybook renders (Portal/Billing). Drag each capture below its caption — kept out of the repo._ **Linked · Free — Processor trial** <img width="1648" height="503" alt="01-free-processor-trial" src="https://github.com/user-attachments/assets/afe6238a-d3b4-47fd-8ea2-cbaed8b0a653" /> **Linked · Subscribed — Processor plan dashboard** <img width="1648" height="930" alt="02-subscribed-processor-plan" src="https://github.com/user-attachments/assets/329e6808-a9a9-4e65-99af-5a8a5e6bf4ab" /> **Spend limit — in-place cap editor** <img width="1648" height="411" alt="03-spend-limit-editor" src="https://github.com/user-attachments/assets/acc95096-bf8e-4ab0-a32c-3c20dc94f816" /> ## Review feedback applied Reworked the portal after first-pass feedback: linking signs in via the **shared Supabase login** (SSO + email/password) — no bespoke form; the **device secret is never shown in or sent to the FE** (the local backend registers + stores it server-side); billing copy reads **PDFs**, not "units"; the wallet surface uses **`@shared` components** matching the SaaS Plan page. Re-verified including an assertion the link response carries no `deviceSecret`/`deviceId`. **Synced onto unified auth + in-app login (2026-06-23).** Merged `main` incl. **#6725 unified auth** (`frontend/shared/auth`); the link flow uses a shared `useSupabaseLogin` hook + `SupabaseLoginForm`, a portal `LinkAccountModal`, and `useAccountLink.completeLink(session)` (+ on-mount SSO redirect-return). Config: `VITE_SAAS_SUPABASE_URL` + `VITE_SAAS_SUPABASE_ANON_KEY`. The local `/account-link/link` call carries the Spring admin bearer with the SaaS JWT in the body. **SSO** needs the SaaS Supabase project to allow-list the portal redirect URL (email/password works without it). ## Assumptions / open - **Proprietary remains a scaffold** (placeholder SaaS base-url, plaintext device secret at rest, coarse billable classification). - Payment-method + invoice-quantity render only when `stripe.payment_methods` / `stripe.invoice_line_items` are in the Sync-Engine target (confirm in the Supabase/Sync-Engine config); otherwise they degrade gracefully. - A self-contained local HTML report + manual E2E runbook live in `notes/account-link-report/` (dev artifacts, outside the repo). --------- Co-authored-by: James Brunton <jbrunton96@gmail.com> |
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900b66b030 |
chore(saas): remove dead ErrorTrackingService island + credits path exclusion (#6718)
## What Residual dead-code cleanup following the credits engine teardown (#6687). - **Delete the `ErrorTrackingService` dead island** (6 files): the service, `UserErrorTrackerRepository`, `UserErrorTracker`, `ProcessingErrorType`, `CreditsProperties`, and `ErrorTrackingServiceTest`. These formed a self-referential cluster with **zero external callers** once the credit machinery was removed. - **Remove `/api/v1/credits/**`** from both `excludePathPatterns` blocks in `PaygWebMvcConfig` — the credits controller no longer exists, so the exclusion is defunct. (spotless collapsed the lists to one line.) ## Verification - `./gradlew :saas:compileJava :saas:compileTestJava` → **BUILD SUCCESSFUL** - grep confirms zero dangling references to the deleted types ## Not in scope (deliberately deferred) Destructive DB drops (`user_credits`/`team_credits`/`user_subscription_plans` tables, dead `payg_shadow_charge` columns, `user_error_tracker` table) are gated behind the post-release soak (`live_ratio==1.0 ≥7d`) and tracked in a separate bundle. Co-authored-by: EthanHealy01 <80844253+EthanHealy01@users.noreply.github.com> |
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20c88feabb |
refactor(saas): remove the legacy credits engine (FE + Java) (#6687)
Complete legacy-credits teardown ("Group 3"). The per-user/per-team
credit model is fully superseded by PAYG (`wallet_ledger`) — confirmed
no PAYG code references it. Authorized to also remove the `TeamCredit`
pool + its monthly reset.
## Frontend (saas)
- Deleted `saas/hooks/useCredits.ts`, `apiKeys/hooks/useCredits.ts`,
`types/credits.ts`, `apiKeys/UsageSection.tsx`.
- `UseSession.tsx`: removed credit members (`creditBalance`,
`creditSummary`, `hasSufficientCredits`, `updateCredits`,
`refreshCredits`, `fetchCredits`) + the credit types + global
credit-update callback. **Kept** `isPro`/`refreshProStatus` and the
Supabase auth subscription listener.
- `services/apiClient.ts`: removed the dead `x-credits-remaining`
handler + low-credit plumbing (token-refresh / PAYG / 401 logic
untouched).
- Credit refs removed from `ApiKeys.tsx`, `AppConfigModal.tsx`,
`auth/teamSession.ts`.
## Java (:saas)
**Deleted (15):** `UserCredit`(+repo),
`TeamCredit`(+repo)+`TeamCreditService`, `CreditService`,
`CreditHeaderUtils`, `CreditResetScheduler`, `CreditController`,
`CreditInterceptorConfig`, `UnifiedCreditInterceptor`,
`CreditSuccessAdvice`, `CreditErrorAdvice`, `CreditConsumptionResult` (+
the CreditController test).
**Edited — stripped legacy credit side-effects, preserved
auth/role/AI/PAYG logic:**
- `AiCreate`/`AiProxyController`: dropped the
`X-Credits-Remaining`/`X-Credit-Source` response header (its only
consumer, the desktop credit system, was already removed).
- `SaasTeamService`: dropped UserCredit/TeamCredit init on team-create +
seat-update.
- `SupabaseAuthenticationFilter` / `SupabaseSecurityConfig`: dropped
`getOrCreateUserCredits` on signup + the credit field/CORS header.
- `UserRoleService`: dropped `resetCycleAllocationForRoleChange`;
`ROLE_PRO_USER` grant/revoke preserved.
- proprietary `UserRepository`: dropped
`findUsersWithApiKeyButNoCredits()`.
- Tests updated to drop credit mocks/refs.
## Kept / scope
- `isPro` / `is_pro` RPC / `ROLE_PRO_USER` (that's the separate Group-4
/ EE effort) and **all PAYG** are untouched.
- **No DB tables dropped.** `user_credits`/`team_credits` stay until a
later **gated** migration — which this PR unblocks (the JPA entities
that pinned them are gone).
## Verify
`:saas:compileJava` + `:saas:compileTestJava` pass; FE `tsc --noEmit`
(saas) + eslint clean; 0 stray artifacts; no residual source refs to the
deleted classes.
## Follow-up (not in this PR)
`ErrorTrackingService` (+
`UserErrorTracker`/`ProcessingErrorType`/`CreditsProperties`) is now a
dead island — its only callers were the deleted interceptors. Safe to
delete, but it cascades beyond the credit scope, so it's a separate
tidy-up.
Targets `feat/desktop-cloud-saas-reuse`.
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4f26fdeb5c |
feat(desktop): show the AI assistant in SaaS mode via the cloud kill switch (#6666)
## What & why Chained on top of #6649 (the `cloud/` refactor). The AI assistant was effectively dead on desktop: 1. **Hidden** — `ChatFAB` gates on `aiEngineEnabled`, which desktop reads from the **local** bundled backend's `/api/v1/config/app-config`. The local backend has no AI engine, so the flag is always `false` and the FAB never renders. 2. **Mis-routed** — even if shown, AI calls used `getApiBaseUrl()`, which is empty/local on desktop, so the orchestrate stream and AI result-file download missed the engine (which only runs in the cloud). This PR wires AI properly **without hardcoding it on**, so the cloud keeps the kill switch: flip `aiEngineEnabled` server-side and the desktop FAB disappears on the next load — no desktop release required. (Deliberately *not* assume-on, so a future "turn AI off" doesn't strand shipped versions.) ## Changes **General SaaS app-config service** (reusable for any cloud flag, not just AI): - `desktop/services/saasAppConfigService.ts` — SaaS-mode-only fetch + 5-min cache of the **public** `/api/v1/config/app-config` from the **SaaS** backend over native HTTP (`@tauri-apps/plugin-http`, no CORS). Returns `null` outside SaaS mode. - `desktop/hooks/useSaasAppConfig.ts` — hook over it; reloads on connection-mode change. **AI gating + routing seams:** - `useAiEngineEnabled()` — core reads `useAppConfig()` (web), desktop reads `useSaasAppConfig()`. `ChatFAB` consumes it. - `getAiBaseUrl()` — core uses the normal API base (web), desktop points AI calls at the SaaS backend. `ChatContext` uses it for the orchestrate stream + result-file download. - `operationRouter` — route `/api/v1/ai/*` to the SaaS backend (cloud-only prefix). **Docs:** AGENTS.md gains a short "cloud feature flags on desktop" note so the pattern is maintained. ## Verification - `tsc --noEmit` green for saas / desktop / cloud flavors - `eslint --max-warnings=0` clean (cloud-layer guardrail respected — the platform-coupled bits live in `desktop/`) - New `saasAppConfigService.test.ts` (3 tests) + existing `operationRouter` / `tauriHttpClient` / `httpErrorHandler` suites green - 0 stray compiled artifacts ## Not headlessly verifiable — needs a live Tauri smoke The orchestrate **SSE stream** uses the webview's global `fetch` (native HTTP can't stream the body the same way), so it's subject to browser CORS to the SaaS backend. The `SupabaseSecurityConfig` tauri-origin allowance (from #6649) covers it, but please confirm on a real build: open the FAB in SaaS mode, run an agent task, watch the stream + a result-file download succeed. |
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cd7264a76a |
refactor(fe): share the SaaS PAYG experience with desktop via a cloud/ layer (#6649)
Co-authored-by: James Brunton <jbrunton96@gmail.com> |
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87723d3ce2 |
fix(payg): fire the usage-limit modal when an AI agent run hits the limit (#6638)
## Problem We're getting 402s when an AI **agent** (chat) run hits the free allowance / spending cap, but the frontend handles them poorly and never pops the usage-limit modal. The agent runs its tool calls **server-side** (loopback HTTP via `PolicyExecutor`), so the 402 never reaches the `apiClient` interceptor that pops the modal for direct calls. It was caught by the generic tool-failure handler and flattened into a `CANNOT_CONTINUE` reason string (`"The /api/v1/… tool failed: 402…"`), streamed as a `result` event, and rendered as a scary chat bubble. This is the same gap the policy auto-run path bridges (#6626) — one layer up. ## Fix **Backend** (`proprietary`) - `AiWorkflowResponse` gains `errorCode` + `errorSubscribed`. - `AiWorkflowService` detects a downstream 401/402 entitlement sentinel in its three tool-exec catch sites (`onToolCall`, `runPlan`, `onConvertMarkdown`) and surfaces the structured code (+ `subscribed`) on the terminal response instead of the raw failure text. - Factored the 401/402 body extraction `PolicyEngine` already had into a shared `DownstreamEntitlementError` util so the two server-side paths can't drift. **Frontend** - New `usageLimitBridge` (`PAYG_LIMIT_REACHED_EVENT` + `dispatchPaygLimitReached`) generalises the previously policy-only bridge. Proprietary can't import the saas modal API (layering), so server-side limit hits broadcast a window event the saas `UsageLimitModalHost` opens the modal from. Migrated the policy path onto it. - `ChatContext` fires the matching modal (free → subscribe, subscribed → raise cap) on the limit result **and** on a direct 402, replacing the raw reason with a brief friendly line (`chat.responses.usage_limit_reached`). No Python engine changes — the charge/402 happens on the Java tool endpoint that Java itself calls. ## Test plan - [x] `:proprietary:compileJava` + `spotlessCheck` clean - [x] `AiWorkflowServiceTest` + `PolicyEngineTest` green - [x] eslint, proprietary + saas typechecks clean - [ ] Manual: drive an agent run over the limit → brief line in chat + the right modal (free vs cap) > Note: proprietary test compilation is currently blocked on the pre-existing `InitialSecuritySetupTest` 6-arg ctor break (unrelated, tracked separately); verified locally by temporarily patching it. |
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eddc54c6c0 | fix(payg): land usage-limit modal CTAs on the Plan section (#6630) | ||
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22379fd5ab | fe(payg): show the usage-limit modal when the limit is hit (direct + policy) (#6626) | ||
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ee9fdeed6b |
fix(payg): run the entitlement guard before the charge interceptor (#6622)
## Problem When the `EntitlementGuard` refuses a request with **402** (team is over its free allowance / spending cap, or has no subscription to bill), the handler never runs — so it must not charge. But it did: the guard (order **1100**) ran *after* the charge interceptor (**1000**), so `openProcess` had already written the charge before the 402, and `afterCompletion` then billed it as "customer paid for the attempt" — a ledger debit, and a **Stripe meter for a subscribed-over-cap team**. ## Fix **Run the guard first** (order **900**, before the charge interceptor at 1000). Spring runs interceptors in ascending order on the way in and **skips a later interceptor's `preHandle` (and `afterCompletion`) entirely once an earlier one returns `false`** — so a refused request short-circuits with its 402 *before* the charge interceptor runs at all. A blocked request never opens a process, materialises inputs, or writes a charge. This replaces the earlier attribute-flag + `afterCompletion`-refund approach with a simpler reorder (per review): the no-charge-on-block guarantee is now **structural**, and it also avoids the wasted open-then-refund churn (no temp-file write, no debit/refund pair) for refused requests. ### Why the reorder is safe - `EntitlementGuard` reads no `PaygChargeInterceptor` state and has **no `afterCompletion`** (only `preHandle`), so reverse-order teardown is a non-issue. - The legacy `UnifiedCreditInterceptor` (default order **0**, and only registered under the `legacy-credits` profile) still runs first, so any legacy rejection wins. - For *admitted* requests both interceptors still run (guard then charge) — behaviour is unchanged; only refused requests now short-circuit before the charge. ## Tests `PaygWebMvcConfigTest` locks the `ENTITLEMENT_GUARD_ORDER < INTERCEPTOR_ORDER` invariant (if it's ever reversed, refused requests would bill again — this fails first). Existing `EntitlementGuardTest` already proves the guard returns 402 on a degraded/billable request. `:saas:test` + spotless green. ## Related (separate, in progress) The **fail-cleanly + fire-the-modal** half (suppress the error toast, trigger the subscribe/raise-cap modal via the existing `subscribed`/`category` signal — catching the 402 centrally so direct API usage is handled, and propagating the entitlement reason through the async policy-run status) lands **with Ethan's modal** so we don't remove the toast before there's a popup to replace it. |
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37b4d24a95 |
fix(payg): gate + charge AI document tools and AI Create sessions (#6617)
## Problem Two AI surfaces slipped through PAYG unbilled: 1. **AI document tools** — `/api/v1/ai/tools/**` (`PdfCommentAgentController`, `MathAuditorAgentController`) live in the **proprietary** module, which can't depend on `saas` and so can't carry the saas-only `@RequiresFeature`. They also lacked `@AutoJobPostMapping`, so the charge interceptor's scope gate short-circuited them **before** category resolution: **not charged, and not even entitlement-gated** — whether called directly or dispatched by the orchestrator. 2. **AI Create** — `/api/v1/ai/create` is JSON/session-based with no file input, so the multipart charge path never fired. The old per-generation charge ran through the now-dead legacy credit system, so it currently charges nothing. ## Fix - **`AiToolRoutes`** (new, saas) — single source of truth for the `/api/v1/ai/tools/**` prefix. The proprietary controllers stay untouched; the saas hot-path recognises them by path: - **`PaygChargeInterceptor`**: brings these routes into scope and bills them **AI** on a direct call. An orchestrator-dispatched call still resolves to **AUTOMATION** first (the `X-Stirling-Automation` header is checked before the path rule), so AI-tool-inside-a-workflow keeps billing as automation. - **`EntitlementGuard`**: gates them on **`AI_SUPPORT`**. - This keeps the `proprietary → saas` layering intact (no backwards dependency). - **`JobChargeService.chargeStandalone(ctx, units)`** — charges a fixed unit count for a non-file billable action, reusing the existing free-grant split + shadow row + ledger debit + `close()`→meter path on a standalone bookkeeping job (no lineage inputs, so nothing lineage-joins it). **`JobService.open(ctx, docUnits)`** opens that bare job. - **`AiCreateController.createSession`** — charges **one document per session** at creation (best-effort; entitlement is already enforced upstream by the class-level `@RequiresFeature(AI_SUPPORT)`). Follow-up edits (`outline` / `reprompt` / `draft` / `template` / `stream`) carry **no** charge — they have no charge hook, so "charge on create, follow-ups free" falls out naturally. Per the agreed scope: charge AI Create on create now; we can optimise follow-up handling later. **AI workflow categorisation (AUTOMATION vs AI) intentionally left as-is** (the orchestrator's automation header dominates by design). ## Tests - `PaygChargeInterceptorTest`: AI-tool route (no annotations) is in scope + **AI** category; same route with the automation header → **AUTOMATION**; a plain non-AI route still short-circuits. - `EntitlementGuardTest`: AI-tool route is in scope + gated on **AI_SUPPORT** (degraded team → 402; anonymous → 401 with `category: AI`). - `JobChargeServiceTest`: `chargeStandalone` charges + meters the paid portion for a subscribed team, draws the free grant (no meter) for an unsubscribed team, and rejects `BYPASSED`. `:saas:test` + `:saas:spotlessCheck` green; coverage gates met. ## Follow-ups (not in this PR) - Make AI Create follow-ups explicitly cheaper / chained if we want (currently free by absence of a hook). - Decide whether AI-tool-inside-a-workflow should bill as AI rather than AUTOMATION. |
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aaa2599e23 |
fix(saas): block accepting an invite when it would orphan a paid team (#6616)
## Problem A **free team can invite a paid team's leader** to join. The leader accepts, and: - `acceptInvitation` moves them onto the inviting team and removes their membership from the old team, but only deletes the old team if it's **personal**. - Their paid (non-personal) team is left **memberless but still subscribed** — an orphaned Stripe subscription billing for a team nobody is in. ## Root cause Two gaps in `SaasTeamService.acceptInvitation`: 1. The pre-accept guard checks `hasPaidSubscription(acceptingUser)` → `existsActivePaidSubscriptionForUser(supabaseId)`, keyed on **`user_id`**. A team's plan is keyed on **`team_id`** (`existsActiveSubscriptionForTeam`), so a paid team's *leader* isn't caught and accepts freely. 2. The 'leave existing teams' loop deletes the membership directly and only marks **personal** teams for deletion — it bypasses the last-leader protection `leaveTeam` already enforces (`"Cannot leave as the last team leader. Transfer leadership first."`), and never cleans up / cancels the non-personal team. There is no in-app subscription-cancel path (cancellation is Stripe-portal/webhook driven), so nothing reconciles the orphan after the fact — it has to be prevented. ## Fix Add `assertCanLeaveCurrentTeamsToJoinAnother(user)`, called in `acceptInvitation` before any membership changes. For each non-personal team where the user is the **last leader**, the accept is rejected: - team has an active subscription → *"Cancel the plan or transfer leadership before joining another team."* - otherwise → *"Transfer leadership before joining another team."* This mirrors the protection `leaveTeam` already has and is team/leadership-aware, closing the `user_id`-vs-`team_id` gap. Regular members and teams with another leader are unaffected. ## Verification - `ENABLE_SAAS=true ./gradlew :saas:compileJava` — passes. - Manual: with a paid team leader, accepting an invite to another team should now be rejected with the message above; verify a non-leader member can still accept. ## Note This prevents *new* orphans. Any teams already orphaned by this bug (memberless, still subscribed) would need a one-off reconciliation — happy to follow up with a query/cleanup if useful. |
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9e5fe2f4ca |
fix(payg): attribute policy runs to the owner so usage is charged (#6620)
## Problem A policy ran over a file but the owner's **free usage was never consumed**. A policy run executes on a **background virtual thread** (`PolicyEngine.submit` → `asyncExecutor`), and Spring's `SecurityContextHolder` is thread-local — so the worker thread has no identity. When `PolicyExecutor` → `InternalApiClient.post` resolves the tool-call API key via `UserService.getCurrentUsername()`, it finds nothing and falls back to the **`INTERNAL_API_USER`** key. The loopback tool calls then authenticate as that system account, so `PaygChargeInterceptor` attributes the charge to *its* team (or none) — the real owner's free grant is untouched. Folder-watch / scheduled triggers are even further removed (fired from a background watch loop with no request context at all). The charging *mechanism* was fine (AUTOMATION, multipart, `openProcess`); only the **attribution** was wrong. ## Fix Propagate the acting identity onto the worker thread using the **audit-principal MDC key** that `UserService.getCurrentUsername()` already reads as its documented async fallback (the same mechanism used for other async jobs). No new plumbing through the executor. - **`runPolicy`** (stored policies — covers triggers *and* manual `runWith`) → bill the **policy owner**. `Policy.owner` is the username stamped at creation, so `getApiKeyForUser(owner)` resolves it. - **`submit`** (ad-hoc Automate/AI one-offs) → bill the **submitting user**, captured on the request thread (it doesn't survive the hop to the worker otherwise). With the principal set, `InternalApiClient` dispatches each tool call as that user → the interceptor resolves the right team → free grant draws / Stripe meters correctly. ## Tests `PolicyEngineTest`: - `runPolicyDispatchesToolCallsAsTheOwner` — asserts MDC `auditPrincipal` == the policy owner at the moment `InternalApiClient.post` is invoked. - `adHocRunDispatchesToolCallsAsTheSubmittingUser` — asserts it's the submitting user for an ad-hoc run. `:proprietary:test` + `:saas:test` + spotless green; coverage gates met. ## Heads-up (not in this PR) Once attributed, **automatic folder-watch / scheduled runs consume free grant (or bill) per file** — set up once, runs forever. That's automation-is-billable working as intended, but a set-and-forget policy can drain an allowance fast, so it may warrant a per-policy cap or a heads-up in the UI. Flagging for a product decision. |
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5fa5e12c64 |
fix(saas): show team invitation banner in SaaS web build (#6612)
## Problem When a user is invited to a team, the SaaS web app shows **no invitation banner** — even though the pending invite is returned by `/api/v1/team/invitations/pending` on refresh. ## Root causes 1. **Never rendered in SaaS.** `TeamInvitationBanner` only existed in `desktop/`, wired solely into `DesktopBannerInitializer`. The SaaS banner stack rendered only `<UpgradeBanner />`. 2. **Single banner slot.** `BannerContext` holds one node; `setBanner` replaces it. `TrialStatusBanner` called `setBanner(null)` when there was no active trial (and re-fired once `trialStatus` resolved async), wiping any other banner. 3. **Shadowing was too fragile.** A first attempt shadowed the proprietary `UpgradeBannerInitializer` from the saas layer, but `vite-tsconfig-paths` resolves the `@app` specifier once at dev-server start — a newly-added shadow of an already-resolved module isn't picked up on a browser refresh, only a full restart. So the proprietary initializer kept running and no invite banner appeared (while the SaaS team context still fetched + populated the invite, which is why the pending call was visible). ## Fix - Add `saas/components/shared/TeamInvitationBanner.tsx` — ported from desktop, minus the desktop `connectionMode` gate and explicit billing refresh (SaaS `acceptInvitation` already refreshes credits + session). - Render it **inline in `saas/routes/Landing.tsx`** next to `GuestUserBanner` — a new import specifier in an existing file (HMR-friendly), unambiguously inside `SaaSTeamProvider`, mirroring the proven `GuestUserBanner` pattern. No dependency on the single banner slot. - **Remove `TrialStatusBanner`** (trials are being retired) so it can't clobber banners. Also drops the stale mention from the stripe-lazy-load test comment. ## Verification - `tsc --noEmit -p tsconfig.saas.vite.json`: clean in touched files; total unchanged from baseline (37 pre-existing, unrelated). - Manual: pull + verify the Accept/Decline banner appears for an account with a pending invite. |
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5bc7ae626d |
fix(payg): cancelled subscription left team gated as subscribed (#6611)
## Problem
A team that **cancelled** its PAYG subscription kept full subscribed
access:
- **UI didn't reflect cancellation** — the Plan tab still rendered the
subscribed view, never the free/upgrade view.
- **Automation wasn't stopped** — automation / AI / API kept running
without ever falling back to the free-grant gate.
## Root cause
`TeamBillingService.compute` decided `subscribed` as:
```java
boolean subscribed =
subscriptionId != null
|| extOpt.map(PaygTeamExtensions::getStripeCustomerId).filter(s -> !s.isBlank()).isPresent();
```
On cancellation, the `customer.subscription.deleted` webhook calls
`payg_unlink_subscription`, which nulls `payg_subscription_id` but
**deliberately keeps `stripe_customer_id`** (so a future re-subscribe
can reuse the Stripe customer).
`payg_link_subscription` is the **only** writer of
`payg_team_extensions.stripe_customer_id`, and it writes it in the
*same* `UPDATE` as `payg_subscription_id` (on
`customer.subscription.created`). So the customer id is never set before
the subscription id — the "pre-webhook stand-in" the old comment claimed
**cannot happen**. The fallback only ever pinned a team that *ever*
subscribed to `subscribed` forever, because the Stripe customer outlives
the subscription.
Both symptoms are this one flag:
- `PaygWalletController` status → `SUBSCRIBED` vs `FREE`
- `EntitlementService` gate branch → monthly-cap vs free-grant
## Fix
Gate `subscribed` purely on `payg_subscription_id != null`. A cancelled
team now correctly drops to free (UI shows free; billable ops gate on
the one-time grant). This aligns the wallet/entitlement read with the
**meter path** (`JobChargeService.close`), which already gated on
`payg_subscription_id`.
Handles both Stripe cancel modes: "cancel at period end" keeps the sub
`active` (id stays set) until `.deleted` fires at period end → access
through the paid period; immediate cancel fires `.deleted` now → flips
to free now.
**No data migration / backfill** — already-cancelled teams have
`payg_subscription_id = NULL`, so they flip to free as soon as this
ships (within the 30s billing-cache TTL).
## Tests
Adds `TeamBillingServiceTest` — the `subscribed` computation previously
had **no** unit coverage (which is how this shipped). Covers: subscribed
iff subscription id present; **cancelled team (customer id remains,
subscription id null) ≠ subscribed** + free grant survives;
no-subscription/no-customer; no extension row.
`:saas:test` + `:saas:spotlessCheck` green; coverage gates met.
## Not included (optional hardening, can fast-follow)
- Cross-check the synced `stripe.subscriptions.status` to guard a
*missed* `.deleted` webhook leaving `payg_subscription_id` stale.
- Push cache-invalidation from the webhook (currently ≤30s TTL
staleness).
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f16ca4795c |
fe(payg): remove em dashes from Plan page copy (#6610)
## What
Removes all em dash (`—`) characters from the **user-facing text** on
the Plan page (PAYG section), replacing them with colons, commas, or
restructured punctuation so the copy reads naturally.
## Changes
- `frontend/editor/public/locales/en-GB/translation.toml` — all `payg.*`
strings (this is what actually renders on the page)
- `PaygFree.tsx` — `t()` default fallbacks + the `{" — "}` JSX
benefit-list separators (now `{": "}`)
- `Payg.tsx` — `t()` default fallback for the editor-plan body
## Notes
- The en-dash range separator (`{{start}} – {{end}}`) in the
billing-period string is intentionally **kept** — only em dashes were
targeted.
- JSDoc / code comments containing em dashes were **left unchanged**,
since they aren't rendered text on the page.
<img width="990" height="502" alt="image"
src="https://github.com/user-attachments/assets/13d89b0f-007c-4b4c-b72d-1d912f968bc7"
/>
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cf513c255b |
PAYG: pay-as-you-go billing — metered automation/AI/API + one-time free grant (#6589)
## Summary Pay-as-you-go (PAYG) billing for Stirling-PDF SaaS. Manual PDF editing stays free forever; only **automation, AI, and API** usage is metered. Every team gets a **one-time lifetime free grant** (default 500 PDFs) before any billing; past that, a team adds a card and pays per metered document, with a self-set monthly spending cap. This branch combines and supersedes the in-flight BE (#6574) and FE (#6579) work plus the SaaS edge functions (Stirling-PDF-SaaS PR, now on `v3`), hardened into a single reviewable feature after a pre-merge dead-code/security review. ## Billing model - **Always free:** manual / JWT web-tool usage is `BYPASSED` — never metered, no matter where it's triggered. - **Billable categories:** `AUTOMATION`, `AI`, `API`. - **One-time lifetime free grant** (`pricing_policy.free_tier_units`, default 500): never resets, survives subscribing. It gates unsubscribed teams (billable API calls hard-stop with a 402 once exhausted) and decides the free-vs-paid split of every job. - **Subscribed:** paid documents (beyond the grant) are metered to a Stripe Billing Meter; an optional monthly spending cap degrades billable categories when reached. - **Dedup:** the same file pushed through several steps within a workflow window counts **once** (lineage join), so API/AI chaining on one file isn't double-charged. ## What's included **Database** — Flyway migrations `V11`→`V21` with matching Supabase twins: pricing policy + per-team sidecar (`payg_team_extensions`: subscription id, Stripe customer, free-grant counter), append-only `wallet_ledger`, shadow charges, subscription-state RPCs (`V14`), audit logs (`V15`), billing category (`V16`), one-time lifetime free grant (`V19`), launch-grant seed (`V20`), drop of the unused `wallet_category_summary` view (`V21`). **Charge pipeline** — `PaygChargeInterceptor` (open/join a process, split the free grant, write the ledger DEBIT), `JobChargeService` (consume the grant under a row lock, restore it on a first-step refund, meter only the paid portion on completion), `StaleJobCloser` fallback (idempotent close → meter). **Entitlement** — `EntitlementService` (per-team cached snapshot: grant-gated for free teams, monthly-cap-gated for subscribed) + `EntitlementGuard` (401 `SIGNUP_REQUIRED` / 402 `FEATURE_DEGRADED` / `PAYG_LIMIT_REACHED`). **Metering** — `PaygMeterReportingService` writes a durable `payg_meter_event_log` row around every POST to the `meter-payg-units` edge fn (pending → posted/failed); `PaygMeterReconcileScheduler` retries unposted events under the same idempotency key inside Stripe's 24h dedup window. **Billing facts** — `TeamBillingService` reads the synced `stripe.*` mirror (subscription window, per-document rate; the unsubscribed-team estimate resolves the rate by Price `lookup_key = plan:processor`). **Wallet API** — `PaygWalletController`: `GET /api/v1/payg/wallet`, `PATCH /api/v1/payg/cap`. **Frontend** — PAYG Plan page (two-card free layout + subscribed views), `useWallet`, upgrade modal with lazy-loaded Stripe Embedded Checkout and a shared `SpendCapControl`, customer-portal link, 402/401 interceptor toast, en-GB i18n. (Per-member usage shows each teammate's spend; the activity feed is behind a flag until polished.) **SaaS edge functions** (`Stirling-PDF-SaaS` `v3`) — `create-checkout-session`, `create-payg-team-subscription`, `create-customer-portal-session`, `meter-payg-units`, `payg-subscription-webhook`, `stripe-sync`, plus the stripe-sync `migrate` + scoped-`backfill` scripts. All price lookup is DB-driven (no `STRIPE_PAYG_PRICE_ID_*` env vars). ## Release prerequisites (prod) 1. Apply Flyway migrations (`V11`→`V21`) and the Supabase migration twins. 2. Stripe Sync Engine: run `stripe-sync:migrate`, then a **scoped** backfill — `product`, `price`, `customer`, `subscription` only (not `all`, which rate-limits). 3. Register 2 PAYG webhook endpoints (each its own signing secret): `stripe-sync` (product/price/customer/subscription `.*`) and `payg-subscription-webhook` (`customer.subscription.created`/`.deleted` drive state; `.updated` + `invoice.*` observed). Keep the legacy `stripe-webhook` only if credits/self-hosted flows still run. 4. Stripe Billing Meter: `event_name = payg_doc_units`, value key `processed_documents`. 5. Env: `PAYG_METER_ENDPOINT` + `SUPABASE_EDGE_FUNCTION_SECRET` (backend); the webhook signing secrets (edge fns). The default pricing policy must point at the PAYG Stripe Price(s); `V20` seeds `free_tier_units = 500`. ## Testing - `:saas:test` green, `:saas:spotlessCheck` clean, edge-fn Deno tests green, FE saas typecheck clean (the remaining errors are pre-existing `proprietary/*` + `prototypes/*`, untouched here). Cucumber shadow-mode suite + CI workflow included. ## Pre-merge review An independent dead-code/security pass came back **clean on security** (team-derived authz / no IDOR, leader-only cap mutation, no billing-category downgrade, dev/mock hooks gated to `import.meta.env.DEV` + `/dev/`, no secrets/injection, fail-open metering by design). The dead/unwired code it flagged has been removed in this branch (unenforced sub-cap control, an unused JDBC DAO + its view, dead methods). ## Follow-ups (tracked, not blocking) - **Enforce per-member sub-caps** — the control was removed because it read for display but never gated a request; the per-member usage display and `cap_units` column are retained for when enforcement is wired. - **API/AI chaining billing model + `ProcessType` enum** — confirm same-file dedup covers API chaining; define per-tool AI charging; decide whether the unused enum values stay. - **Activity feed** — hidden behind a flag until the meter-event surface is polished. --------- Co-authored-by: Reece <reece@stirlingpdf.com> |
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84aca12055 |
PR-S4: shadow-mode hardening (review follow-ups) (#6523)
## What this PR does Bundles the **low-risk polish items** from the [multi-agent review of #6519](https://github.com/Stirling-Tools/Stirling-PDF/pull/6519). Each change is independent, mechanical, and ships with focused unit-test coverage. The medium-severity items (\`?async=true\` OUTPUT recording, JSON-consumes endpoint coverage, SpringBootTest harness) are tracked separately in [\`notes/PAYG_DESIGN.md\` §7.5 PR-S4](https://github.com/Stirling-Tools/Stirling-PDF/blob/payg-s4-hardening/notes/PAYG_DESIGN.md) — they need design decisions + bigger infrastructure work, so this PR sticks to the mechanical wins. Stacked on #6519. When that merges to main, this rebases cleanly — no code changes. ## Changes | Area | What | Why | |---|---|---| | **\`tool_id\` becomes route pattern** | \`PaygChargeInterceptor.resolveToolId()\` prefers \`HandlerMapping.BEST_MATCHING_PATTERN_ATTRIBUTE\` over \`request.getRequestURI()\`. Truncates to 128 + WARN log + \`payg.filter.errors\` increment when truncation fires. | Audit rollups aggregate by endpoint instead of by every individual request's path-variable / matrix-param variant. Silent truncation now louder. | | **Direct PDF magic-byte check** | \`PaygOutputExtractor.extract()\` magic-checks the body even for direct \`application/pdf\` responses. | Asymmetric with the ZIP-entry path which always magic-checks. A tool that emits \`application/pdf\` for a JSON / HTML payload would otherwise pollute \`job_artifact_hash\`. | | **DESKTOP_APP detection** | \`X-Stirling-Client: desktop\` header → \`JobSource.DESKTOP_APP\`. | The enum value was unreachable from \`determineSource()\`; Tauri shell traffic was mis-classified as WEB. No anti-spoof — V12 step limits are identical for WEB/DESKTOP_APP so the worst-case abuse value is zero today. | | **\`max-bytes\` sensible default** | 500 MiB instead of \`null\` (unbounded). | Covers the largest realistic Stirling responses (full split-to-ZIP on a 1000-page document) while preventing pathological cases from tying up the interceptor for minutes. Set to \`null\` to disable. | | **\`BufferedOutputStream\` for spill** | Wraps the spill \`OutputStream\` in 64 KiB \`BufferedOutputStream\`. | Previously every Tomcat chunk (default 8 KiB) was a separate syscall. Big spilled responses get a syscall-bound speedup. | | **Duration timer per phase** | \`payg.filter.duration\` tagged \`phase=preHandle\` vs \`phase=afterCompletion\`. | Two distinct latency distributions were blended into one histogram; hard to alert on. | ## Tests | Test | What it covers | |---|---| | \`PaygOutputExtractorTest.pdfContentType_butBodyMissingPdfMagic_returnsEmpty\` | New direct-PDF magic-byte gate. | | \`PaygChargeInterceptorTest.preHandle_desktopClientHeader_setsJobSourceDesktopApp\` | New \`X-Stirling-Client: desktop\` → DESKTOP_APP path. | | \`PaygChargeInterceptorTest.preHandle_toolId_prefersBestMatchingPattern\` | Route pattern wins over URI when both are set. | | \`PaygChargeInterceptorTest.preHandle_toolId_truncatesAndCountsWhenLongerThan128\` | Oversized values truncate + increment errors counter. | Full saas suite green (210 tests), coverage targets met. ## What's NOT in this PR (deliberately) - **\`?async=true\` OUTPUT recording.** The JobExecutorService returns a synchronous \`JobResponse{jobId}\` body before the async tool actually runs; \`afterCompletion\` fires too early. Needs a design decision: short-circuit PAYG when \`async=true\` OR hook into \`TaskManager\` completion. Tracked in PR-S4 design doc. - **JSON-consumes endpoint coverage.** The \`MultipartHttpServletRequest\` cast skips endpoints with \`consumes = APPLICATION_JSON_VALUE\` (e.g. \`ConvertPdfJsonController.exportPartialPdf\`). Fix is either extract a request-body hash for JSON or add a CI lint forbidding non-multipart \`@AutoJobPostMapping\`. Design discussion needed. - **SpringBootTest harness for filter + interceptor wiring.** Saas module doesn't have one yet. Separate work — PR-S3 takes a different approach (docker-compose + Behave); a SpringBootTest layer would be additive in-process coverage. These are tracked in \`notes/PAYG_DESIGN.md §7.5\` so they don't slip. ## Tracked in \`notes/PAYG_DESIGN.md\` §7.5 PR-S4. |
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98967bfa86 |
PAYG: V14 + V15 — subscription_id, free-tier, RPCs, audit logs (#6532)
## Summary Two Flyway migrations + matching JPA entity updates. **Part 1 of 2** in the Stripe/Supabase wire-up (PR-SB-1 in `payg-stripe-supabase-plan.html`); the companion SaaS PR carries the twin Supabase migrations + new edge functions. ### V14 — payg_subscription_state.sql - `payg_team_extensions.payg_subscription_id` — the single switch that decides whether a team is billed. NULL = free-tier or block; NOT NULL = post Stripe meter events. - `pricing_policy.free_tier_units_per_cycle` — per-policy free allowance before a card is required. Default 0. - `payg_link_subscription(team_id, customer_id, sub_id)` RPC — idempotent. - `payg_unlink_subscription(team_id, reason)` RPC — called on `subscription.deleted`. - AFTER-INSERT trigger on `teams` so every new signup gets a `payg_team_extensions` sidecar row from creation. - Backfill for existing teams without a sidecar row. - RLS: SELECT permissive (any team member), UPDATE restricted to LEADER. Service-role bypasses (backend reads + day-1 migration writes). ### V15 — payg_audit_logs.sql - `payg_meter_event_log` — backend audit of every Stripe meter event POST attempt (idempotency-key UNIQUE; index on unposted rows for nightly reconcile). - `payg_subscription_change_log` — written by V14 RPCs on every link/unlink. ### Entity updates - `PaygTeamExtensions.paygSubscriptionId` — read-only field; RPC functions are the only writers. - `PricingPolicy.freeTierUnitsPerCycle` — read by upcoming `PaygTeamUsageService` (PR-SB-4). ### Behaviour change **None yet.** The columns + functions sit unused until PR-SB-4 wires `PaygMeterReportingService` and the free-tier gate into `JobChargeService`. This PR is pure schema + JPA wiring. ## Test plan - [x] `./gradlew :saas:test` — BUILD SUCCESSFUL - [x] Manual schema review: column types, FK directions, RLS scope - [ ] Apply against v3-Supabase via `supabase db push` (after companion SaaS PR merges) - [ ] Smoke-test the trigger: `INSERT INTO teams(...)` → assert `payg_team_extensions` row appears - [ ] Smoke-test RPCs: SQL-only test of `payg_link_subscription` + `payg_unlink_subscription` produces expected row + audit entries ## References - `notes/PAYG_DESIGN.md` (revision note 2026-06-03) - `payg-stripe-supabase-plan.html` §3.1 (RPC functions), §3.5 (RLS), §3.10 (audit-log tables) |
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ff96a80947 |
PAYG B-3 / S-3: cucumber suite for shadow-mode flows + CI workflow (#6522)
## What this PR is End-to-end cucumber coverage for the PAYG shadow charging engine (the filter + interceptor stack from #6519), wired into CI via a new `docker-compose-tests-saas.yml` workflow that runs only on PAYG-touching PRs. Stacked on #6519. ## Automated scenarios (run by `docker-compose-tests-saas.yml`) See [`testing/cucumber/features/payg/shadow_charges.feature`](../tree/payg-s3-cucumber/testing/cucumber/features/payg/shadow_charges.feature): | Scenario | Validates | |---|---| | First tool call writes a CHARGED row | Filter + interceptor fire end-to-end | | Lineage join — second call on output | `JobService.joinOrOpen` matching; no new shadow row | | 4xx leaves the row CHARGED | "Customer paid for the attempt" semantics | | ZIP-returning tool records per-PDF OUTPUT | `PaygOutputExtractor` unpacks + records signatures | | Multi-file input writes a single shadow row | Multi-input group sizing | | `X-Stirling-Automation` sets PIPELINE source | Header → `JobSource` detection | All 6 run locally via `./testing/test-payg.sh` and will run on CI for any PR that touches `app/saas/**`, the PAYG cucumber features, the saas compose stack, or the workflow itself. ## Manual-only scenarios — documented in design doc, not in this suite Two parts of the shadow engine are deliberately not automated; the engine paths are unit-tested in `PaygChargeInterceptorTest.afterCompletion_5xx_opened_*`, and the manual procedures (which require a temporary throw endpoint or a container restart with a flag flipped) live in [`notes/PAYG_DESIGN.md` §7.5.2 "PAYG cucumber: manual-only scenarios"](../tree/payg-s3-cucumber/notes/PAYG_DESIGN.md). - **5xx first-step failure → REFUNDED + CLOSED.** No reliably-5xx-ing endpoint exists; manual procedure adds a throw endpoint, runs, asserts, removes. - **Kill-switch (`PAYG_FILTER_ENABLED=false`).** Needs a container restart mid-suite; manual procedure tears down, flips env, brings up, asserts zero shadow rows. If either gets a hot-reload path (test-only throw endpoint shipped behind a profile gate, or admin endpoint for the kill switch), automate it in a follow-up and drop the manual procedure. ## CI workflow `.github/workflows/docker-compose-tests-saas.yml` (new) — self-contained, not wired into `build.yml`'s `files-changed` matrix so the saas-cucumber job fails and succeeds independently. Triggers only on PAYG-relevant paths. No JaCoCo coverage in v1 (saas compose doesn't have the coverage override; can add later). ## Test infrastructure (recap) - **`testing/compose/docker-compose-saas.yml`** — Stirling-PDF backend with `STIRLING_FLAVOR=saas` + Postgres holding the `stirling_pdf` schema. Supabase JWT auto-config disabled; API-key auth via `SECURITY_CUSTOMGLOBALAPIKEY` is the live path the cucumber tests exercise. - **`testing/compose/payg/saas-init.sql`** + **`saas-seed.sql`** — schema bootstrap + idempotent seed (team / user / wallet_policy). - **`testing/cucumber/features/payg/shadow_charges.feature`** — the 6 scenarios above. - **`testing/cucumber/features/steps/payg_step_definitions.py`** — step defs using `requests` (HTTP) + `psycopg` (direct DB inspection). Direct DB reads are deliberate — we want to see the filter's side effects, not relay them through another API layer. - **`testing/test-payg.sh`** — companion runner to `testing/test.sh`. Brings up the saas compose, waits for health, seeds, runs behave, tears down. - **`behave.ini`** excludes `features/payg` from the default behave run (the saas-cucumber CI job invokes it explicitly). ## Why a separate harness from `testing/test.sh` The existing `test.sh` covers the proprietary-flavour stack (no PAYG tables, no saas profile). Coupling two CI matrices that fail and succeed independently into one script is asking for trouble. Keep the saas-cucumber job focused on its own concerns; once the harness is mature, the wider team can decide whether to merge them. ## Tracked in `notes/PAYG_DESIGN.md` §7.5 (PR-S3) + §7.5.2 (manual scenarios). |
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22dacbed01 |
PAYG B-2: shadow-mode filter + interceptor (engine activation) (#6519)
## What this PR does Wires the **B-1 shadow charging engine** into real HTTP request flow. After this lands, flipping an internal team to ``PAYG_SHADOW`` via SQL begins populating ``payg_shadow_charge`` automatically — with **zero impact** on the legacy credit deduction path. **This is the load-bearing PR for shadow mode.** Without it, B-1's engine sits idle — nothing in the codebase calls ``JobChargeService.openProcess()`` from a real HTTP request. Stacks on top of #6477 (PR B-1). ## Components | Class | Role | |---|---| | ``PaygResponseBodyWrapperFilter`` | Servlet filter, installs tee'ing response wrapper. Defers wrapper close to ``AsyncListener`` for ``DeferredResult`` / ``CompletableFuture`` controllers so the lifetime spans the async window. | | ``PaygResponseBodyWrapper`` | ``HttpServletResponseWrapper`` — in-memory ``ByteArrayOutputStream`` up to 10 MiB; spills to ``TempFile`` above. ``materialisedPath()`` always returns a uniform ``Path`` interface. | | ``PaygChargeInterceptor`` | ``AsyncHandlerInterceptor`` mirroring ``UnifiedCreditInterceptor`` shape. ``preHandle`` gates on ``@AutoJobPostMapping``, materialises multipart inputs, calls ``JobChargeService.openProcess``. ``afterCompletion`` branches on HTTP status. | | ``PaygOutputExtractor`` | Pulls PDFs out of the response body. Direct ``application/pdf`` returns body verbatim; ``application/zip`` iterates entries and keeps each ``.pdf`` entry whose first bytes match the ``%PDF-`` magic. | | ``PaygWebMvcConfig`` | Registers filter at end of Spring filter chain (after security); interceptor after ``UnifiedCreditInterceptor``. | | ``PaygFilterProperties`` | ``payg.filter.enabled`` master switch + in-memory threshold + optional max-bytes ceiling. | ## Status branching in afterCompletion | HTTP status | Action | |---|---| | **2xx** | Append OK step; extract PDFs from response; ``JobService.recordOutput`` per PDF | | **4xx** | Append FAILED step with ``errorCode``. No refund — customer paid for the attempt. No OUTPUT recording. | | **5xx + OPENED** (first-step) | ``JobChargeService.markFirstStepFailed`` → shadow row flipped to ``REFUNDED``, process CLOSED. Refund counter incremented. | | **5xx + JOINED** (mid-chain) | ``JobChargeService.decrementStepCount`` — step slot returned without resetting ``lastStepAt`` (workflow window stays active for retry). | ## New ``JobChargeService`` methods - **``markFirstStepFailed(jobId, reason)``** — flips shadow row to ``REFUNDED`` with ``refundedAt`` + ``refundReason``, closes the process. Idempotent. Mimics the eventual Stripe ``meter_event_adjustment(cancel)`` flow that real-mode will invoke at the same callsite. **Refund implies close** so a same-input retry can't lineage-join into a refunded chain for free work. - **``decrementStepCount(jobId)``** — defensive floor at 1; never drives count negative. ## Schema - Backend: ``V13__payg_shadow_charge_status.sql`` adds ``status`` (``CHARGED`` | ``REFUNDED``) + ``refunded_at`` + ``refund_reason``. ``DEFAULT 'CHARGED'`` so existing B-1 rows stay correct without backfill. - Supabase: matching migration in [Stirling-PDF-SaaS#payg-shadow-charge-status](https://github.com/Stirling-Tools/Stirling-PDF-SaaS/tree/payg-shadow-charge-status) ## Fail-open semantics in shadow Any ``RuntimeException`` in ``preHandle`` / ``afterCompletion`` is logged at WARN, increments ``payg.filter.errors``, and lets the customer's tool call proceed unbilled. This **reverses to fail-closed** when ``wallet_policy.engine = PAYG`` (real charging) — that reversal lives inside ``JobChargeService`` and ships with the cap evaluator PR (PR-C1 in PAYG_DESIGN.md). ## Observability Micrometer metrics: - ``payg.filter.errors`` Counter — internal failures (preHandle + afterCompletion). Alert source. - ``payg.filter.calls`` Counter, tagged ``disposition`` (``OPENED`` | ``JOINED`` | ``SHORT_CIRCUIT``) - ``payg.filter.refunds`` Counter — first-step 5xx refunds - ``payg.filter.duration`` Timer — preHandle + afterCompletion wall-clock per request ## Test coverage (38 tests across 4 classes) - **PaygResponseBodyWrapperTest** (12 tests) — in-memory, spill, threshold crossing mid-chunk, writer vs outputStream exclusivity, ``resetBuffer`` with and without spill, close idempotency, single-byte writes across threshold. - **PaygOutputExtractorTest** (7 tests) — direct PDF, parametrised content type, ZIP with mixed entries + magic-byte gate, corrupt ZIP fail-open, empty ZIP. - **PaygChargeInterceptorTest** (13 tests) — all preHandle short-circuits, OPENED disposition stash, fail-open on chargeService exception, 2xx recordOutputs path, 5xx OPENED → markFirstStepFailed, 5xx JOINED → decrementStepCount, 4xx FAILED step append, max-bytes ceiling skip, PIPELINE header detection. - **JobChargeServiceTest extended** (+6 tests) — markFirstStepFailed happy path, idempotency, missing-shadow-row case, long-reason trim; decrementStepCount happy path, floor-at-1 defence, missing-job no-op. ## What's NOT in this PR (deliberate) - **No SpringBootTest layer.** The saas module doesn't have bootstrap test infrastructure (Supabase JWT config + H2 schema harness). Integration confidence comes from the manual staging deploy + SQL-flip of an internal team. Bootstrap-test infra is a focused follow-up if needed. - **No saas-mode Behave / docker-compose.** Per design §17 — deferred. Existing ``testing/cucumber/`` infrastructure doesn't yet have a saas-profile compose target; that's its own PR when warranted. - **No CreditService wire-in** (per design §13 decision). Per-row comparison data moves to the reconciliation report PR (PR-S2). ``legacy_credits_charged`` + ``diff_pct`` columns stay at 0 in shadow rows. - **No reconciliation report endpoint.** Direct SQL queries against ``payg_shadow_charge`` cover the data-access need until patterns emerge. ## Rollback levers | Symptom | Lever | |---|---| | Some / all tool calls breaking due to filter | ``payg.filter.enabled=false`` + restart (~20s) | | Shadow rows look wrong for a specific team | ``UPDATE wallet_policy SET engine = 'LEGACY' WHERE team_id = ?`` | | Mass shadow weirdness | ``UPDATE wallet_policy SET engine = 'LEGACY'`` | | Memory exhaustion from response tee | Lower ``payg.filter.response.in-memory-threshold-bytes`` | ## Test plan - [ ] CI green (build + tests) - [ ] Aikido / Snyk / SonarCloud clean - [ ] Manual: deploy to staging - [ ] Manual: flip one internal team via ``UPDATE wallet_policy SET engine = 'PAYG_SHADOW' WHERE team_id = ?`` - [ ] Manual: hit ``/api/v1/security/add-password`` with that team's JWT; verify a ``payg_shadow_charge`` row appears with ``status='CHARGED'`` - [ ] Manual: trigger a 503 (e.g. via temporary backend kill mid-request); verify the resulting row is ``status='REFUNDED'`` + the process is ``CLOSED`` - [ ] Manual: hit ``/api/v1/general/split`` with a multi-page PDF; verify one OUTPUT signature per inner PDF appears in ``job_artifact_hash`` - [ ] Manual: chain ``add-password`` → ``compress`` on the output; verify the second call JOINS the first process (no new shadow row) and the inner output OUTPUT signature is what drove the lineage join ## Stacks on / references - Stacks on: #6477 (B-1 — shadow charging engine) - Schema mirror: Stirling-PDF-SaaS#payg-shadow-charge-status branch - Design doc: ``notes/PAYG_FILTER_DESIGN.md`` (all 19 decisions DECIDED) |
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3807cdfbc6 |
PAYG: process tracking + shadow charging engine (PR B-1) (#6477)
> 📌 **Stacked on [#6464](https://github.com/Stirling-Tools/Stirling-PDF/pull/6464)** (lineage primitives, still in review). #6469 has merged so its commits are no longer in this PR's diff. Once #6464 merges, a final rebase collapses the lineage-primitives commits out of this diff too — leaving only the B-1 work. ## What this is Process tracking + shadow charging engine. Bundles PR-I7 service half with the non-filter piece of PR-I7a so the pieces ship together — none of them is useful in isolation. **Review focus:** the new files in: - \`app/saas/src/main/java/stirling/software/saas/payg/job/\` (\`JobService\`, \`JobContext\`, \`JoinOrOpenResult\`, \`StaleJobCloser\`) - \`app/saas/src/main/java/stirling/software/saas/payg/charge/\` (\`JobChargeService\`, \`ChargeContext\`, \`ChargeOutcome\`, \`JobInput\`) - \`app/saas/src/main/java/stirling/software/saas/payg/lineage/LineagePruneScheduler.java\` - their tests The 8 files inherited from #6464 (lineage primitives) are unchanged from there — they ride along in this diff until #6464 lands. The remaining work for shadow-in-staging is the ingress/egress filter that wires controllers into this engine — that's PR B-2. ## Scope ### \`JobService\` — persistence + lineage policy - **\`joinOrOpen\`** — the multi-input "any-match-joins, newest wins" rule. Hash every input via the lineage detector; if any matches an open process in the workflow window, attach to the one with the freshest \`lastStepAt\`. Step-limit overflow on the matched job spawns a fresh process; the new job's input signatures are still recorded so \`mostRecentMatchWins\` routes future calls forward. - **\`recordOutput\`** — post-tool-success path. Records OUTPUT signatures so the next call that takes this file as input lineage-matches into the same process. - **\`appendStep\`** — audit-trail step row written after a tool completes. - **\`close\`** — idempotent; safe to call from multiple paths (explicit, FE on-unload, scheduler). Returns the same row on re-close, no state mutation. - **\`findStale\` / \`closeStale\`** — workflow-window-based stale closure used by the scheduler. ### \`JobChargeService\` — the orchestrator (shadow variant) \`openProcess\` resolves the effective policy via \`PricingPolicyService\` (now in main via #6469), derives the step-limit for the current \`JobSource\` (with a defensive fallback if the policy is missing an entry), delegates to \`JobService.joinOrOpen\`, and on OPENED runs the \`DocumentClassifier\` + writes a \`payg_shadow_charge\` row. Applies the policy-level \`minChargeUnits\` floor per design § 3.4. Shadow variant only — never debits the ledger, never posts a Stripe meter event. The real-charging follow-up reuses the same orchestration and swaps the side-effect. \`legacyCreditsCharged\` on the shadow row stays \`0\` until the legacy \`CreditService\` is wired in (PR B-2), where the comparison becomes meaningful. ### Schedulers (both plain \`@Scheduled\`) - **\`StaleJobCloser\`** — fixed-rate 60 s. Closes \`OPEN\` jobs idle past the workflow window. API users never have to call close explicitly — this is the safety net. - **\`LineagePruneScheduler\`** — hourly cron, retention 1 h. Deletes \`job_artifact_hash\` rows older than the retention window. - **No \`@SchedulerLock\` / no \`shedlock\` table** — consistent with the 5 existing unguarded \`@Scheduled\` tasks in \`:saas\` (\`CreditResetScheduler\` and friends, none of which are guarded today). Cluster-correctness across all 7 saas schedulers is tracked in design § 9 as a separate focused cleanup. Underlying operations are idempotent — duplicate firings on multi-pod would be wasted DB load, not data corruption. ### Records (call-shape glue for PR B-2's filter) - \`JobContext\` / \`JoinOrOpenResult\` — input/output for \`JobService\`. - \`ChargeContext\` / \`ChargeOutcome\` — input/output for \`JobChargeService\`. - \`JobInput\` — paired \`(MultipartFile, materialised Path)\` so the upcoming ingress filter can pass both views without re-materialising. ## Tests **26 new, all green.** - 14 × \`JobServiceTest\` — no-match → opens new, single-match → joins existing, multi-input any-match-joins, multi-match newest-wins (older job never even looked up), step-limit hit spawns fresh job (and original \`stepCount\` is NOT mutated), empty inputs reject, stale-signature handling, recordOutput delegation, close idempotency, closeStale, appendStep persistence. - 7 × \`JobChargeServiceTest\` — JOINED skips classifier + shadow write entirely, OPENED writes shadow row + classifies (single + multi file paths), \`minChargeUnits\` floor applied, step-limit resolved per-\`JobSource\` from policy, missing source entry falls back to conservative default of 10. - 2 × \`StaleJobCloserTest\`, 3 × \`LineagePruneSchedulerTest\` — scheduler-wiring smoke + constructor-validation tests. \`ENABLE_SAAS=true ./gradlew :saas:test\` — BUILD SUCCESSFUL. ## What's not in this PR (lands in PR B-2) - **Tool ingress/egress servlet filter.** The highest-risk piece — materialises the request body into a \`JobInput\`, calls \`JobChargeService.openProcess\` from every \`@AutoJobPostMapping\`, records OUTPUT after success. Edge cases to validate: multipart parts, async controllers, streaming responses, errored 5xx paths, very large files. Design decisions for the filter are being worked through in \`notes/PAYG_FILTER_DESIGN.md\` before any code is written. - **Wire shadow path into legacy \`CreditService\`.** Every legacy debit writes a comparison row carrying both the PAYG would-be units and the legacy actual credits, populating \`diffPct\`. ## Design doc \`notes/PAYG_DESIGN.md\` — PR-I7 + PR-I7a status updated to reflect this bundle. § 9 carries the cluster-correctness deferral note alongside the existing LISTEN/NOTIFY trade-off note. § 7.5.1 readiness summary shows the path now needs just **1 more PR** (the filter half + CreditService wire-in, both bundled into PR B-2). |
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e6974d52f7 |
PAYG: hash-lineage detection primitives (modular extractor / store / detector) (#6464)
## What this is
Three orthogonal interfaces — each with one production impl — for
detecting whether an incoming tool call should join an existing process
via content-hash lineage. Groundwork for PR-I7a: nothing in this PR
calls the detector yet; the ingress/egress filter that wires it into
every controller lands separately.
Built to be modular along three axes. Swapping any of them should not
require changes elsewhere:
| Axis | Interface | V1 impl | Plausible future impl |
|---|---|---|---|
| Hash algorithm | `LineageSignatureExtractor` |
`ByteHashSignatureExtractor` (SHA-256) | `PdfMetadataSignatureExtractor`
(PDF `/ID`, content-stream hash) |
| Storage backend | `JobLineageStore` | `JpaJobLineageStore` |
`RedisJobLineageStore` |
| Matching policy | `HashLineageDetector` | `DefaultHashLineageDetector`
| strategy-driven variant (any-match-joins for multi-input — lives in
JobService) |
## Interfaces
### `LineageSignatureExtractor` — what counts as a fingerprint
```java
public interface LineageSignatureExtractor {
Set<LineageSignature> extract(Path file) throws IOException;
String name();
}
```
File-based (not stream-based) so a future PDF-aware extractor can open
the same file via jpdfium / PDFBox and pull `/ID[0]` or a content-stream
hash. Multiple extractors compose at the detector layer — Spring
auto-wires all `LineageSignatureExtractor` beans, the detector unions
their results.
Production impl: **`ByteHashSignatureExtractor`** — SHA-256 over the
file via 64 KiB-buffered `DigestInputStream`. Hardware-accelerated by
the JVM (Intel SHA-NI, ARM SHA).
### `JobLineageStore` — where signatures live
```java
public interface JobLineageStore {
void record(UUID jobId, Set<LineageSignature> signatures, ArtifactKind kind);
Optional<LineageMatch> findOpenJobForSignatures(Long userId, Set<LineageSignature> candidates, Duration window);
int pruneOlderThan(Instant cutoff);
}
```
Knows nothing about storage technology. Production impl
**`JpaJobLineageStore`** runs a single joined query against
`job_artifact_hash` ⋈ `processing_job` — status + window filtering
happen at the database. The query is bounded by `Limit.of(1)` on the hot
path so a job set sharing a popular signature doesn't materialise
unwanted rows. A future `RedisJobLineageStore` (or write-through hybrid)
is a drop-in.
### `HashLineageDetector` — the high-level API
```java
public interface HashLineageDetector {
Optional<LineageMatch> detect(Long userId, Path inputFile) throws IOException;
void record(UUID jobId, Path file, ArtifactKind kind) throws IOException;
}
```
**`DefaultHashLineageDetector`** delegates extraction to every
registered `LineageSignatureExtractor`, storage to the configured
`JobLineageStore`, and reads `payg.lineage.workflow-window` (default
`PT5M`) from config. When a single extractor throws (e.g. a future
PDF-aware extractor against a malformed PDF), the other extractors still
contribute — failures don't block the byte-hash from landing.
## Profile gating
All three `@Component` beans (`JpaJobLineageStore`,
`ByteHashSignatureExtractor`, `DefaultHashLineageDetector`) are
`@Profile("saas")` — consistent with every other `:saas` bean. Without
this guard the JPA store would fail to wire against its profile-gated
repository in non-saas profiles that pull `:saas` onto the classpath.
## Tests
Run entirely in-memory; no database required.
- **`LineageSignatureTest`** — storage-key encoding round-trips, rejects
malformed `"type:value"` keys.
- **`ByteHashSignatureExtractorTest`** — identical bytes → identical
sigs; empty file hashes to the well-known SHA-256-of-empty constant; 10
MiB file streams without OOM.
- **`DefaultHashLineageDetectorTest`** — same-user / within-window /
status=OPEN filtering, multi-signature matching (one extractor sees
`pdf-id` and matches even when bytes differ), most-recent-job-wins,
record+detect round-trip, extractor-throwing-doesn't-break-others.
**`InMemoryJobLineageStore`** (in test sources) implements the same
`JobLineageStore` interface as the JPA impl, plus a `registerJob` hook
for tests to model job state. Same contract — proves the abstraction is
portable. When the Redis impl lands it gets the same contract tests.
## What's not in this PR (deliberate)
- The tool ingress/egress filter that wires the detector into every
controller — separate, focused review.
- `JobChargeService.openProcess()` — uses the detector, part of the
charging machinery, separate PR.
- Prune scheduler that calls `pruneOlderThan` — small follow-up
alongside the `shedlock` foundational table.
- PDF-aware extractor (`PdfMetadataSignatureExtractor`) — to be added
when we measure how often byte-hash-only misses real workflows.
- Multi-input "any-match-joins" lineage policy — that's a `JobService`
decision (PR-I7), not a primitive.
## Self-review pass applied
An independent code-review on this PR caught:
- **HIGH:** Missing `@Profile("saas")` on the three `@Component` beans →
fixed.
- **MEDIUM:** `pruneOlderThan` missing `@Transactional` (its
`@Modifying` query would have thrown
`InvalidDataAccessApiUsageException`) → fixed.
- **MEDIUM:** `findOpenJobsForSignatures` fetching the whole match set
just to `get(0)` → now takes `Limit`, JPA store passes `Limit.of(1)` on
the hot path.
- **LOW:** `InMemoryJobLineageStore` used both `synchronized` methods
and `ConcurrentHashMap` → dropped the redundant `ConcurrentHashMap`.
Deferred: project-wide UTC unification (`LocalDateTime.now()`
system-zone is the established convention; flipping one file mid-stack
caused a real test failure — proper fix needs its own audit).
## Rollback
Straight `git revert`. No callers yet; deleting these classes wouldn't
break anything.
---
## Checklist
- [x] Tests pass: `ENABLE_SAAS=true ./gradlew :saas:test`
- [x] No new warnings
- [x] Self-review performed (HIGH + MEDIUM findings addressed)
|
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28b81828b5 |
PAYG: PricingPolicyService + admin REST + 30s read cache (#6469)
## What this is PR-I1 service half from `notes/PAYG_DESIGN.md`. Built on top of the data model from #6460 — answers "what pricing policy applies to this team right now?" with a fast cache and an admin write surface. ## Scope | Piece | Where | |---|---| | `PricingPolicyService` — `getEffectivePolicy(teamId)` with 30s Caffeine cache + admin write paths | `app/saas/.../payg/policy/PricingPolicyService.java` | | `PolicyChangedEvent` — published after admin writes for in-process cache invalidation | `app/saas/.../payg/policy/PolicyChangedEvent.java` | | Admin REST — list / get / create / set-default / set team override / get effective | `app/saas/.../payg/policy/admin/PricingPolicyAdminController.java` + DTOs | | `PricingPolicyRepository.clearDefaultFlag()` — atomic clear for set-default | repository update | | `SaasJpaConfigScanTest` — drift guard against the JPA scan paths going stale (carried over from the #6460 review concern) | new test | | V12 default-policy seed (`v1-initial`, 25 pages/unit, 5 MiB/unit, per-`JobSource` step limits) | `V12__seed_default_payg_policy.sql` | ## Lookup precedence 1. `PaygTeamExtensions.pricingPolicyId` set → return that policy 2. Else return the `pricing_policy` row with `is_default = TRUE` 3. Override row points at a deleted policy → log warn, fall back to default (safety net for racing deletes) 4. No default → `IllegalStateException` (V12 seed guarantees one exists) ## Cache behaviour - 30s `expireAfterWrite` Caffeine, max 10k entries, keyed by `teamId`. - **Single correctness model: the TTL.** Cross-instance propagation is at-most-30-seconds. The writer instance sees its own change immediately via the `PolicyChangedEvent` after-commit publish. Other instances pick it up on the next TTL expiry. - Admin reads use `getEffectivePolicyUncached` so admins always see their own write straight back. **Why no LISTEN/NOTIFY runner.** An earlier cut of this PR included a Postgres `LISTEN policy_changed` runner so cross-instance propagation was instant. Dropped — admin policy changes are events-per-week and the 30s TTL is already the correctness floor; the listener was ~250 lines of nontrivial code (raw JDBC outside HikariCP, daemon thread, reconnect loop, lock-protected connection lifecycle) for a use case that isn't on the hot path. Trade-off is documented in `notes/PAYG_DESIGN.md` §9 with three concrete triggers that would justify reintroducing it (aggressive cap enforcement, Redis landing for other reasons, real-time admin UI). ## Writes — transactional, fire `PolicyChangedEvent` after commit - `create(draft)` — rejects pre-set `policy_id` or `is_default=true` (promotion must go through `setDefault` so the partial unique idx is freed first). - `setDefault(id)` — atomically clears the existing default via `clearDefaultFlag()` then flips the new row. Idempotent: silent no-op if the row is already default. - `setTeamOverride(teamId, policyId | null)` — validates the policy exists before save; `null` clears the override. `publishOnCommit` uses `TransactionSynchronizationManager.afterCommit` so listeners never see pre-commit state. Outside a transaction (test paths) falls through to immediate publish. ## Admin REST surface — `/api/v1/admin/payg/...` All endpoints `@PreAuthorize("hasRole('ADMIN')")`: - `GET /policies` — list all - `GET /policies/{id}` — read one - `POST /policies` — create new (non-default) - `POST /policies/{id}/set-default` — atomic promote - `PUT /teams/{teamId}/policy-override` — set or clear per-team override - `GET /teams/{teamId}/effective-policy` — cache-bypassing live read Validation errors → 400, unknown rows → 404. ## Counterpart Supabase PR [`Stirling-PDF-SaaS#298`](https://github.com/Stirling-Tools/Stirling-PDF-SaaS/pull/298) — seeds the same V1 default policy on the Supabase side via `20260528000002_payg_seed_default_policy.sql`. ## Tests - 17 × `PricingPolicyServiceTest` — lookup precedence, cache hit/miss, invalidation on event, mutation paths publishing event, error cases. - 14 × `PricingPolicyAdminControllerTest` — every endpoint's happy path + error mapping, DTO defensive-copy invariant. - 2 × `SaasJpaConfigScanTest` — reflection-based guard that `payg.repository` is in `@EnableJpaRepositories` and `payg` is in `@EntityScan`. Without this, new sub-packages can silently fail to wire at runtime — same class of bug that the #6460 review caught. Full `:saas:test` BUILD SUCCESSFUL. ## Design doc `notes/PAYG_DESIGN.md` §7.4 PR-I1 — completes the service half (the schema half landed in #6460). §9 carries the 30s-TTL trade-off note. |
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83ea07ed6a |
saas: DocumentClassifier + PAYG data model (#6460)
# Description of Changes Two layers — the `DocumentClassifier` utility plus the full data model for the new billing engine. Nothing wires the entities into application behaviour yet; services and controllers land in follow-up PRs. **Companion PR:** [Stirling-PDF-SaaS#296](https://github.com/Stirling-Tools/Stirling-PDF-SaaS/pull/296) — Supabase migration for the v3 dev branch, schema-equivalent to the Flyway migration in this PR. ## 1. DocumentClassifier (under `payg.docs`) `DocumentClassifier` computes the doc-unit cost of an uploaded file (or multi-file input) under a `PricingPolicy`. PDFs read page count via `stirling.software.jpdfium.PdfDocument`; non-PDFs are bytes-only. Formula: `max(ceil(pages / docPagesPerUnit), ceil(bytes / docBytesPerUnit))` clamped to `[1, fileUnitCap]`. Multi-file is the sum of raw per-file units capped at `fileUnitCap × file_count`. Two floors, by design: the classifier returns `docUnits` with an absolute `1` floor for non-empty input; the policy-level `minChargeUnits` is intentionally applied later, at process-open time in `JobChargeService`, per design § 3.4 (`unitsForProcess = max(policy.min_charge_units, docUnits)`). Documented in the interface + impl javadoc. Upload bytes are materialised through `TempFileManager.createManagedTempFile` so jpdfium gets a `Path`; the temp file auto-deletes on close. Twelve tests, all in-memory fixtures generated with PDFBox at test time — no committed binary blobs. ## 2. PAYG data model (under `payg.*`) JPA entities, repositories, and a Flyway migration covering the full schema in §6 of the design. **Enums** (`payg.model`): `JobSource`, `ProcessType`, `JobStatus`, `JobStepStatus`, `ArtifactKind`, `LedgerEntryType`, `LedgerBucket`, `ReferenceType`, `EntitlementState`, `FeatureSet`, `FeatureGate`, `WalletEngine`, `CapPeriod`, `AutoGroupStrategy`. **Entities + repositories:** | Entity | Table | Notes | |---|---|---| | `PricingPolicy` | `pricing_policy` | Promoted from a record. `stepLimits` is `Map<JobSource, Integer>` persisted via normalised child table `pricing_policy_step_limit`. `stripePriceIds` is `Set<String>` persisted via `pricing_policy_stripe_price` — currency comes from `stripe.prices` via Sync Engine, not stored locally. | | `ProcessingJob` | `processing_job` | UUID PK. Tracks lineage window via `step_count` and `last_step_at`. | | `ProcessingJobStep` | `processing_job_step` | Per-tool-call audit. | | `JobArtifactHash` | `job_artifact_hash` | Composite key `(job_id, content_hash, kind)`. `content_hash VARCHAR(128)` so multiple signature schemes coexist as `"type:value"` storage keys. Lineage detector queries this. | | `WalletLedgerEntry` | `wallet_ledger` | Append-only, signed `amount_units`. Two unique indexes kill double-posting. | | `WalletPolicy` | `wallet_policy` | Per-team engine + cap + degradation rules + lineage strategy. No `@Version` — admin-only writes (documented in javadoc). | | `WalletEntitlementSnapshot` | `wallet_entitlement_snapshot` | Composite key `(team_id, user_id)`; `user_id = 0` is the team-wide sentinel. No `@Version` — full-row recompute via `EntitlementService.recompute` (documented in javadoc). | | `PaygShadowCharge` | `payg_shadow_charge` | Per-job diff while in `PAYG_SHADOW` engine mode. | | `PaygTeamExtensions` | `payg_team_extensions` | Sidecar 1:1 with `teams` carrying `pricing_policy_id` (per-team override) + `stripe_customer_id`. Sidecar pattern (mirrors `saas_team_extensions`) so OSS Hibernate ddl-auto never sees PAYG columns on `teams`. | **Column adds:** - `team_memberships.cap_units` (optional per-member sub-cap) **Width split (intentional, documented in V11):** per-row deltas (`wallet_ledger.amount_units`, `processing_job.charged_units`) are `INTEGER` because no single charge realistically approaches 2B units. Cap and period-rollup columns (`team_memberships.cap_units`, `wallet_policy.cap_units`, `wallet_entitlement_snapshot.period_spend_units / period_cap_units`) are `BIGINT` because they accumulate across a billing period and admins may legitimately set headroom-cap values into the millions. **JPA wiring:** `SaasJpaConfig` was updated to include `stirling.software.saas.payg.repository` in `@EnableJpaRepositories.basePackages` and `stirling.software.saas.payg` in `@EntityScan` (covers `payg.policy` / `payg.job` / `payg.wallet` / `payg.entitlement` / `payg.shadow` recursively). New `SaasJpaConfigScanTest` reads the annotations reflectively and asserts every expected package is wired — catches the next time someone adds a new sub-package without updating the scan paths. **Migration:** `V11__saas_payg_model.sql` (purely additive). Schema-equivalent to the Supabase migration in the companion PR — including the `VARCHAR(128) content_hash` width that's needed for the multi-signature-scheme storage encoding the lineage layer uses. ## 3. Smoke tests `PaygEntitiesSmokeTest` exercises each entity via the no-arg ctor JPA requires, plus getter/setter round-trips and composite-key equality — catches Lombok/annotation regressions without needing a database. Real-DB integration coverage lands alongside the services that consume each entity. ## Why this is safe to land now - All schema changes are additive — no existing rows modified, no columns dropped. - The entities are not yet referenced from any production code path; they exist for the next PRs to build on. - The v3 Supabase dev branch picks up the schema via the companion PR; the main repo's Flyway migration applies the same shape when an instance boots against a freshly-migrated v3 database. ## Open decisions made - **Step-limits keyed by `JobSource`** rather than by `ProcessType`. Captures the "self-hosted gets a different knob" framing in earlier feedback. Trivially overridable per pricing policy version. - **Step limits + Stripe price IDs normalised into child tables** rather than JSONB on `pricing_policy` (per Connor's review on #296). Typed columns, queryable directly, no JSON parsing. - **Currency dropped from `pricing_policy_stripe_price`** — it lives on `stripe.prices.currency` and is resolved via Sync Engine. App is currency-blind. ## Rollback Straight `git revert` on this PR. The Supabase migration in #296 is additive and can be left in place safely — the running app ignores tables it doesn't reference. --- ## Checklist - [x] I have read the [Contribution Guidelines](https://github.com/Stirling-Tools/Stirling-PDF/blob/main/CONTRIBUTING.md) - [x] I have read the [Stirling-PDF Developer Guide](https://github.com/Stirling-Tools/Stirling-PDF/blob/main/DeveloperGuide.md) - [x] I have performed a self-review of my own code - [x] My changes generate no new warnings - [x] I have run `task check` (via `./gradlew :saas:test` with `ENABLE_SAAS=true`) — passes |
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a0e0e88f07 |
saas: harden CreditService Stripe ordering + lint @AutoJobPostMapping weights (#6458)
# Description of Changes Two narrowly-scoped hardening changes to the credits engine. ## 1. CreditService — move Stripe meter call to `afterCommit` The Stripe metered-usage call sits inside the surrounding `@Transactional`, holding the `user_credits` row lock for the duration of an HTTP round-trip to Supabase. Under load this starves concurrent debits; a transient Stripe blip rolls back a (correct) free-credit consumption and forces the caller to retry. The Stripe call now runs in a `TransactionSynchronization.afterCommit` hook — DB commits first, Stripe fires immediately after. If Stripe fails after commit, we log + increment a new `credits.stripe_report.failures` counter; the idempotency key is stable, so a manual replay recovers without double-charging. Applied to both `consumeCreditBySupabaseId` and `consumeCreditWithWaterfall`. **Dead-code removed:** - Unreachable UUID fallback for MDC `requestId` — `CorrelationIdFilter` already guarantees the key on every request. - The `"Unable to report usage to Stripe"` `RuntimeException` and its catch block — the afterCommit refactor eliminates the throw path. - `StripeRollbackOnFailureTest` — pinned the rollback-on-Stripe-fail behaviour this refactor replaces. ## 2. `@AutoJobPostMapping` — build-time lint for `resourceWeight` `UnifiedCreditInterceptor` multiplies `resourceWeight` into the per-call charge. An endpoint that falls through to the annotation default produces a charge derived from a value nobody chose. - Annotation default flipped from `1` to `Integer.MIN_VALUE` (sentinel). Both runtime readers (`UnifiedCreditInterceptor`, `AutoJobAspect`) already clamp into `[1, 100]` so behaviour is unchanged. - New `AutoJobPostMappingWeightTest` scans the classpath and fails the build if any method leaves the sentinel. - Initial run caught 11 endpoints relying on the default. Explicit weights now declared, chosen by comparing to peer endpoints: - `EditTextController` — LARGE - `EmailController#sendEmailWithAttachment` — SMALL - `ConvertPDFToMarkdown` — MEDIUM - `AttachmentController` (extract/list/rename/delete) — SMALL × 4 - `ConvertImgPDFController` (cbr/cbz ↔ pdf) — MEDIUM × 2, LARGE × 2 ## Tests - `StripeUsageIdempotencyKeyTest` — pins the `(supabaseId, overage, requestId)` idempotency key shape so Stripe always dedupes a retry. - `StripeAfterCommitOrderingTest` — pins that `afterCommit` fires after commit and NOT on rollback. - `AutoJobPostMappingWeightTest` — the lint itself, plus a self-check that the classpath scan finds at least 10 `@AutoJobPostMapping` methods (guards against the lint passing vacuously). Build verified: `ENABLE_SAAS=true ./gradlew :stirling-pdf:test :saas:test`. --- ## Checklist ### General - [x] I have read the [Contribution Guidelines](https://github.com/Stirling-Tools/Stirling-PDF/blob/main/CONTRIBUTING.md) - [x] I have read the [Stirling-PDF Developer Guide](https://github.com/Stirling-Tools/Stirling-PDF/blob/main/DeveloperGuide.md) (if applicable) - [ ] I have read the [How to add new languages to Stirling-PDF](https://github.com/Stirling-Tools/Stirling-PDF/blob/main/devGuide/HowToAddNewLanguage.md) (if applicable) — no translation changes - [x] I have performed a self-review of my own code - [x] My changes generate no new warnings ### Documentation - [ ] I have updated relevant docs on [Stirling-PDF's doc repo](https://github.com/Stirling-Tools/Stirling-Tools.github.io/blob/main/docs/) — internal-billing change, no public docs impact - [ ] I have read the section [Add New Translation Tags](https://github.com/Stirling-Tools/Stirling-PDF/blob/main/devGuide/HowToAddNewLanguage.md#add-new-translation-tags) — N/A ### Translations (if applicable) - [ ] Not applicable ### UI Changes (if applicable) - [ ] Not applicable ### Testing (if applicable) - [x] I have run `task check` (via `./gradlew :stirling-pdf:test :saas:test` with `ENABLE_SAAS=true`) — passes - [x] I have tested my changes locally |
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43b67d213d |
feat(oauth2): opt-in claim-dump diagnostics for OIDC login failures (#6456)
# Description of Changes ## What & why Customers using ADFS (or any generic OIDC provider that doesn't emit `email`) hit `Attribute value for 'email' cannot be null` during OAuth2 login with no visibility into what claims the provider actually sent. The only available remedy was guessing at `security.oauth2.useAsUsername` until something worked. This PR adds a new opt-in `security.oauth2.debugLogging` flag (default `false`). When enabled, `CustomOAuth2UserService` logs: - All ID token claims (sorted, with values) - All UserInfo endpoint claims (if any) - The merged attribute key set Spring exposes to `getAttribute()` - The value the configured `useAsUsername` actually resolved to - A **`Hint:`** line listing the claim keys present in the token that map to a valid `UsernameAttribute` enum value — i.e. exactly what the operator could put in `useAsUsername` to make login work Logged at `INFO` on the success path and `ERROR` on failure (inside the existing `catch (IllegalArgumentException)` block that throws `OAuth2AuthenticationException`). The block is wrapped with a `[OAUTH2 DEBUG] ... [/OAUTH2 DEBUG]` banner and ends with a PII warning so operators don't leave it on in production. Default off → zero observable change for anyone not actively troubleshooting. ## Files changed | File | Why | |---|---| | `app/common/.../ApplicationProperties.java` | New `debugLogging` field on the `OAUTH2` config class with javadoc warning about PII | | `app/core/src/main/resources/settings.yml.template` | Documents `oauth2.debugLogging` so it appears on next startup | | `app/proprietary/.../security/service/CustomOAuth2UserService.java` | Emits the claim dump + suggestion hint when the flag is on | | `app/proprietary/.../security/service/CustomOAuth2UserServiceDebugLoggingTest.java` (new) | Unit test: mocks the OIDC delegate, asserts off-path is silent and on-path emits the dump with the right Hint contents | ## End-to-end verification Ran the bundled `testing/compose/docker-compose-keycloak-oauth.yml` Keycloak realm, configured `security.oauth2.useAsUsername: mail` (Keycloak emits `email`, not `mail`) and `provider: demarest` (matches the original customer bug report). Triggered the OAuth flow at `http://localhost:8080/oauth2/authorization/demarest` and confirmed: - The ERROR-level dump fires with the full 19-claim ID token decoded - `-- Value at 'mail' : <NULL — this is why login fails>` correctly identifies the missing claim - `-- Hint:` correctly suggests `[email, family_name, given_name, preferred_username]` (the four keys present that map to valid `UsernameAttribute` values) - Auth still fails with the original `OAuth2AuthenticationException` — no change to control flow, just added diagnostic logging Unit test (`CustomOAuth2UserServiceDebugLoggingTest`) covers both branches. ## Reviewer notes - **No new public APIs.** The flag is config-only; no servlet endpoints exposed. - **PII is logged when the flag is on.** This is the whole point — operators need to see the claims to fix their config — but it's gated, defaults off, and the dump self-documents with a `WARNING: ... Set security.oauth2.debugLogging=false once troubleshooting is complete.` footer. - **Why log everything, not just sub/email?** Because the operator doesn't know in advance which claim they actually want. ADFS uses `upn` in some configs and `preferred_username` in others; Azure AD uses `oid`; the customer here had neither. Dumping the full set is the only way to make the diagnostic self-service. - **Out of scope for this PR (follow-ups):** - The `UsernameAttribute` enum doesn't include `upn` / `unique_name` (common ADFS claims). If the customer's token only has `upn`, the Hint will be empty even though the operator can see `upn` in the dump. Worth a separate PR to extend the enum. - The known-provider validator in `Provider.java` (rejects e.g. `useAsUsername: mail` for `provider: keycloak` at startup) bypasses our diagnostic for those provider names. ADFS customers using `provider: <name>` fall into the `default` branch so are not affected — but it's a sharp edge worth documenting. --- ## Checklist ### General - [x] I have read the [Contribution Guidelines](https://github.com/Stirling-Tools/Stirling-PDF/blob/main/CONTRIBUTING.md) - [x] I have read the [Stirling-PDF Developer Guide](https://github.com/Stirling-Tools/Stirling-PDF/blob/main/DeveloperGuide.md) (if applicable) - [ ] I have read the [How to add new languages to Stirling-PDF](https://github.com/Stirling-Tools/Stirling-PDF/blob/main/devGuide/HowToAddNewLanguage.md) (if applicable) — N/A, backend-only change - [x] I have performed a self-review of my own code - [x] My changes generate no new warnings ### Documentation - [ ] Doc-repo update (if functionality has heavily changed) — diagnostic flag is self-documenting via the `settings.yml.template` comment and the in-log warning; happy to add a doc-repo entry if reviewers want one - [ ] Translation tags — N/A ### UI Changes (if applicable) - [ ] N/A — backend-only ### Testing (if applicable) - [x] Unit test added (`CustomOAuth2UserServiceDebugLoggingTest`) covering on/off paths and Hint correctness - [x] End-to-end verified locally against bundled Keycloak compose with intentionally misconfigured `useAsUsername` - [x] Full `:proprietary:test` suite passes |
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05b80fbe4f |
Working local Saas (#6450)
Env file for setting backend saas and taskfile for running it |
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017c8d59fa |
feat(ai): add Contradiction Agent on a new ChunkedMapper primitive (#6369)
## Summary Adds a new AI specialist that finds **textual contradictions** across one or more PDFs — conflicting claims, recommendations, points of view, contested facts — built entirely in Python on top of the new `DocumentService` + `ChunkedReasoner` stack from #6314. Replaces the closed #6304, which was started before #6314 landed and therefore over-engineered (Java orchestrator, two-round handshake, resume artifact, discriminated-union lift). Two commits: 1. **`refactor(engine): extract ChunkedMapper[T] from ChunkedReasoner`** — pure refactor, public API of ChunkedReasoner unchanged. New `ChunkedMapper[T: BaseModel]` is a generic parallel-chunk primitive (slicing, semaphore, time-bounded extraction, cancellation drain, progress events) that's now a peer to ChunkedReasoner rather than locked inside it. The compression loop stays on ChunkedReasoner where it belongs. 2. **`feat(ai): add Contradiction Agent on ChunkedMapper`** — the agent itself, plus integrations into `PdfReviewAgent` and `PdfQuestionAgent`. ## Architecture - **Python-only.** No Java code. No `AgentToolId.CONTRADICTION_AGENT`. No dedicated HTTP endpoint. No resume artifact, no discriminated-union lift in `contracts/common.py`. Detector runs inside the Python engine and the Python engine alone. - **Review path** (`PdfReviewAgent`): a new `ContradictionIntentClassifier` fires on contradiction-flavoured prompts; agent runs detection synchronously and emits a single `EditPlanResponse(steps=[ADD_COMMENTS])`. Single-turn flow — no resume. - **Question path** (`PdfQuestionAgent`): a new `ContradictionCapability` joins `RagCapability` and `WholeDocReaderCapability` in the smart-model toolset, exposing `find_contradictions(query)`. The smart model picks it from the toolset alongside `search_knowledge` and `read_full_document`. ## Inside `ContradictionDetector.detect()` 1. `DocumentService.read_pages(file_id)` → ordered `list[Page]`. 2. `ChunkedMapper[_ExtractedClaims].map_pages(...)` — char-budgeted multi-page slicing; each slice runs the claim-extractor LLM in parallel under a semaphore. 3. Page-traceability: the extractor returns `_ExtractedClaim.page` (which `[Page N]` marker the claim came from). The wrapper validates `page ∈ chunk.pages`; if not, mechanical fallback searches the chunk's page text for the verbatim quote and reassigns. If still no match, drop the claim. 4. `Claim.anchor_quality: Literal[\"verbatim\", \"paraphrased\"]` is set by a substring check against the declared page's text. Verbatim quotes feed `anchor_text` for snap-to-quote add-comments placement; paraphrased ones fall back to margin geometry. 5. Subject canonicalisation: ONE fast-model LLM call collapses synonyms across the document. Fails open to lexical bucketing. 6. Pre-filters: drop identical-quote pairs; drop same-page same-polarity paraphrases. 7. Per-bucket pair detection in parallel (separate semaphore, cap 5). Buckets > 12 claims chunk into windows of 12 with overlap 2; pairs deduped across overlapping windows by frozen `(i, j)` index pair. 8. Summary fast-model call with fallback string on error. ## Prompt-injection hardening Every prompt that interpolates user-supplied or PDF-extracted text wraps content in `<user_message>` / `<verdict>` / `<content>` tags with an explicit SECURITY preamble instructing the model to treat tagged content as data only. ## Limitations - **Combined math + contradiction intent**: when both intent classifiers fire on the same prompt, contradiction takes precedence and the math intent is silently dropped. Documented in the Review module docstring and pinned by `test_review_integration.py::test_contradiction_precedence_over_math`. - **Cross-window contradiction reach**: within a subject bucket, pairs more than ~10 claim indices apart in the same chunked window may be missed by the overlap-2 strategy. Documented in `test_detector.py`. Acceptable for v1. ## Settings (engine/src/stirling/config/settings.py) ```python contradiction_detect_concurrency = 5 # per-bucket detector semaphore contradiction_bucket_chunk_size = 12 # max claims per detector call contradiction_bucket_chunk_overlap = 2 # overlap for >threshold buckets ``` `chars_per_slice` and extraction concurrency are reused from the existing `chunked_reasoner_*` settings. ## Test plan - [x] `uv run pytest tests/ -v` — **245/245 pass** (210 pre-existing + 35 new) - [x] `uv run ruff check src/ tests/` — clean - [x] `uv run pyright src/stirling/agents/contradiction/ src/stirling/contracts/contradiction.py` — 0 errors - [x] `./gradlew :proprietary:test` — green; no Java was touched, but verified untouched - [x] Page-traceability tests cover: valid page kept, hallucinated page dropped, mechanical-reassign on misattribution, anchor-quality verbatim vs paraphrased - [x] Review integration: ADD_COMMENTS plan with two paired CommentSpecs per contradiction; NeedIngestResponse precheck; precedence vs math intent pinned - [x] Question integration: all three capabilities wired into smart-model toolset; `find_contradictions` returns formatted report text - [x] ChunkedMapper standalone: slicing, multi-chunk ordering, worker failures, timeouts, cancellation drain, semaphore saturation - [x] ChunkedReasoner regression: all pre-existing tests pass unchanged after the internal split ## Relationship to closed #6304 #6304 was closed in favour of this PR. The closed PR predated #6314 and modelled the agent as a Java-orchestrated two-round examine/deliberate flow with its own HTTP endpoint and a discriminated-union resume artifact. With #6314 making full ordered page text available to the engine via `DocumentService.read_pages`, none of that is needed. Net effect: drop ~600 lines of Java, drop the two-round handshake, drop the `ToolReportArtifact` lift, while ending up with a more scalable agent (chunk-based instead of page-based extraction; tested to ChunkedReasoner-equivalent scale). |
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b146d9994d |
fix(task): make task dev / task dev:all work on Windows (#6392)
## Summary
`#6145` (port picker) and `#6244` (gradle unification) combined to break
`task dev` / `task dev:all` on Windows. Two independent regressions,
both addressed here.
### 1. `find-free-port.ps1` panic (`#6145`)
```
$ task --dry dev
The argument 'scriptsfind-free-port.ps1' to the -File parameter does not exist.
panic: ended up with a non-nil exitStatus.err but a zero exitStatus.code
```
- **Backslash stripped.** `Taskfile.yml` had
`scripts\find-free-port.ps1`. go-task pipes the `sh:` block through
mvdan/sh, which treats `\` as a POSIX escape and silently drops it,
leaving `scriptsfind-free-port.ps1`. PowerShell can't find the file,
exits non-zero, mvdan/sh panics on the inconsistent exit status.
Switched to a forward slash.
- **`-Preferred 8080,5173` is brittle.** Relies on PowerShell parsing
the comma-list into `[int[]]`. Dropped the named flag; switched the
script's `param` to `[Parameter(ValueFromRemainingArguments =
$true)][int[]]$Preferred`; pass each port as its own positional token
(matching how the bash variant is called).
### 2. `bash gradlew` can't find Java on Windows (`#6244`)
```
[backend:dev] ERROR: JAVA_HOME is not set and no 'java' command could be found in your PATH.
```
`#6244` unified all gradle invocations under `bash gradlew` on the
assumption that Git-Bash inherits Windows-side env. It doesn't (and
neither does WSL bash, which can also shadow `bash` on a developer's
PATH). The standard Adoptium/Temurin installer sets `JAVA_HOME` in the
Windows env only, so `bash gradlew` fails before Spring Boot even loads.
Restored the per-platform branch for every backend task: `cmd /c
".\gradlew.bat ..."` on Windows, `./gradlew ...` on Linux/macOS. Two
Windows-specific gotchas to be aware of for future edits:
- mvdan/sh strips `\` outside of double quotes, so `cmd /c
.\gradlew.bat` ends up as `.gradlew.bat`. The entire payload must be
wrapped in double quotes (`cmd /c "..."`).
- Modern Windows excludes cwd from cmd.exe's search path, so the leading
`.\` is required — bare `cmd /c gradlew.bat` errors with "is not
recognized" even from the repo root.
## Test plan
- [x] `task --dry dev` / `task --dry dev:all` on Windows resolve ports
cleanly and dispatch the inner tasks
- [x] `powershell -NoProfile -File scripts/find-free-port.ps1 8080 5173
5001` prints three ports
- [x] `task backend:dev PORT=8081` on Windows starts Spring Boot in ~9s;
`/api/v1/info/status` returns `{"status":"UP"}`
- [x] `task dev:all` on Windows brings up all three services healthy:
backend `/api/v1/info/status` 200, engine `/health` 200, frontend `/`
200
- [ ] Linux / macOS path unaffected (only the Windows branches changed
in behaviour)
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31f6ea4b25 |
perf(frontend): stabilize hot-path context subscriptions to fix excessive rerenders (#6373)
## Summary
The frontend was rerendering excessively across many interactions —
typing, clicking tools, opening modals, toggling the sidebar — because
**multiple compounding ref-instability cascades defeated `memo()` checks
in hot paths**. This PR fixes the cascades structurally.
Seven focused commits, low-to-high blast radius:
1. `perf(contexts): memoize BannerContext provider value`
2. `perf(contexts): memoize CommentAuthor and ActiveDocument provider
values`
3. `perf(contexts): memoize AppConfigContext provider value`
4. `perf(useToolManagement): stop spreading tool entries to keep refs
stable` — **root-cause fix**
5. `refactor(ToolPicker): hoist module-scope styles and helpers`
6. `feat(ToolWorkflowContext): add ref-stable Actions and Data subset
contexts` — additive
7. `perf(tools): migrate hot consumers to slim contexts and wrap in
memo()`
(Plus `style: apply prettier formatting` for CI.)
## What was wrong
Whenever something high-up in the tree caused a render, a chain of
unstable references propagated downward and forced every `ToolButton` to
re-execute its full body (hooks, derived computations, hook
subscriptions to other contexts). The chain:
- **4 unstable Context providers** (`Banner`, `CommentAuthor`,
`ActiveDocument`, `AppConfig`) were passing fresh `value={{ … }}`
objects on every render. Every consumer rerendered on every ancestor
render.
- **`useToolManagement.toolRegistry`** spread `{...baseTool, name,
description}` — a no-op spread that manufactured a new tool object
identity on every memo recompute.
- **The big `ToolWorkflowContext`** (25+ fields including
`state.searchQuery`) rebuilt its entire value on every
keystroke/click/toggle, forcing every `useToolWorkflow()` consumer (~36
files) to rerender.
- **`useToolNavigation`** transitively subscribed every `ToolButton` to
the full workflow context.
- **`ToolButton` & `ToolPicker`** weren't `memo()`-wrapped, so nothing
checked.
- **`ToolPanel`** passed inline `onSelect={(id) =>
handleToolSelect(...)}` — fresh ref every render, defeats child
memoization.
- **`ToolPicker`** allocated inline styles / `[]` / `toTitleCase` inside
the function body — churned `useToolSections`'s internal memo.
## Interaction matrix — what improves
The PR fixes the underlying ref-stability problem; the same fix benefits
*every* interaction that previously triggered the cascade:
| Interaction | Before | After |
|---|---|---|
| **Typing in tool search** | All visible buttons rerender per keystroke
| Only buttons whose matched-text changes rerender |
| **Clicking a tool** | All 36 `useToolWorkflow()` consumers rerender |
Only previously-selected and newly-selected buttons rerender (via
`isSelected` prop) |
| **Toggling sidebar / panel mode / reader mode** | Every tool button
rerenders | Tool components stay still (slim context doesn't see UI
state) |
| **Switching workbench / navigation** | `handleToolSelect` identity
changes → cascades through `onSelect` props | Ref-stabilized in Actions
context. Identity stable. Children's memo bails |
| **Modal/dialog open/close** | AppConfig churns → every `useAppConfig`
consumer rerenders (ToolButton reads `premiumEnabled`) | AppConfig
memoized; consumers rerender only when config changes |
| **Banner show/hide** | BannerProvider value churns → every consumer
rerenders on any ancestor render | Memoized; AppLayout rerenders only
when banner content changes |
| **Any state update high in the tree** | Compounding cascade defeats
memo everywhere | Stable subscriptions; memo bails out |
## Evidence
Per-keystroke prop instability on `ToolButton` (cleanest measurable
signal, captured via custom memo comparators logging which prop refs
differ):
| | `tool` ref diffs | `onSelect` ref diffs | `matchedSynonym` value
diffs | Total |
|---|---|---|---|---|
| Before | 18 | 18 | 6 | **42** |
| After | 0 | 0 | 6 | **6 (all legitimate)** |
→ **86% reduction** in spurious per-keystroke prop instability. The 6
remaining matched-synonym diffs are correct (different substring
highlighted per keystroke).
Context value rebuild counts during a keystroke (verified with
instrumented `useMemo` factories): `useToolWorkflowData=0`,
`useToolWorkflowActions=0`, `AppConfigContext=0`.
The same stabilization applies to click/toggle/modal interactions — they
were all driven by the same cascading invalidations.
## Honest caveat on render-count metrics
`React.Profiler` counts and function-body execution counts in **dev
mode** came back identical before vs after (StrictMode + concurrent
rendering + Mantine internal commits dominate the numbers). The PR's
value is measured against the **prop-stability signal** above, not
Profiler counts. Production builds — where StrictMode doesn't
double-render and Mantine internals aren't constantly committing — will
show memo bail out properly.
## Risk × benefit
| # | Commit | Risk | Benefit |
|---|--------|------|---------|
| 1 | BannerContext memo | ⬛ Trivial | 🟦 Small |
| 2 | CommentAuthor + ActiveDocument memo | ⬛ Trivial | 🟦 Small |
| 3 | AppConfig memo | ⬛ Trivial | 🟦 Moderate (wide consumer base) |
| 4 | useToolManagement spread removal | ⬛ Trivial | 🟥 **High (root
cause)** |
| 5 | ToolPicker hoist | ⬛ Trivial | 🟦 Small |
| 6 | ToolWorkflowContext split | 🟧 Low-Med | 🟥 **High (foundation)** |
| 7 | Hot consumer migration + memo | 🟧 Low-Med | 🟥 **High
(actualization)** |
Commit 6 introduces an invariant: ref-stabilized callbacks in the
Actions context must only be invoked from event handlers (post-commit),
never during render. All current call sites comply.
## Test plan
- [x] `npx playwright test --project=stubbed` — 145 / 6 skipped / 0
failed before and after.
- [x] Targeted regression: `main-dashboard`, `tool-search`, `navigation`
— 11/11 passing.
- [x] CI passing on commits (one infrastructure flake on
`docker-compose-tests` — "No space left on device" — unrelated;
rerunning).
- [ ] Manual sanity check in a dev build after merge.
## What this enables
The same Actions + Data subset-context pattern can be applied to
`FileContext`, `NavigationContext`, and other big contexts. The
foundation is in place.
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6730ad7cbb |
Desktop: persist auth token to disk when Credential Manager is restricted (#6303)
Co-authored-by: James Brunton <jbrunton96@gmail.com> |
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86774d556e |
Pdf comment agent (#6196)
Co-authored-by: James Brunton <jbrunton96@gmail.com> |
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4e4918b91e | fix(workflow): stop leaking peer share tokens from participant session API (#6241) | ||
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de8c483054 |
Feat/math validation agent (#6012)
Co-authored-by: James Brunton <jbrunton96@gmail.com> Co-authored-by: EthanHealy01 <80844253+EthanHealy01@users.noreply.github.com> |
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702f4e5c2c |
Add Taskfile for unified dev workflow across all components (#6080)
## Add Taskfile for unified dev workflow ### Summary - Introduces [Taskfile](https://taskfile.dev/) as the single CLI entry point for all development workflows across backend, frontend, engine, Docker, and desktop - ~80 tasks organized into 6 namespaces: `backend:`, `frontend:`, `engine:`, `docker:`, `desktop:`, plus root-level composites - All CI workflows migrated to use Task - Deletes `engine/Makefile` and `scripts/build-tauri-jlink.{sh,bat}` — replaced by Task equivalents - Removes redundant npm scripts (`dev`, `build`, `prep`, `lint`, `test`, `typecheck:all`) from `package.json` - Smart dependency caching: `sources`/`status`/`generates` fingerprinting, CI-aware `npm ci` vs `npm install`, `run: once` for parallel dep deduplication ### What this does NOT do - Does not replace Gradle, npm, or Docker — Taskfile is a thin orchestration wrapper - Does not change application code or behavior ### Install ``` npm install -g @go-task/cli # or: brew install go-task, winget install Task.Task ``` ### Quick start ``` task --list # discover all tasks task install # install all deps task dev # start backend + frontend task dev:all # also start AI engine task test # run all tests task check # quick quality gate (local dev) task check:all # full CI quality gate ``` ### Test plan - [ ] Install `task` CLI and run `task --list` — verify all tasks display - [ ] Run `task install` — verify frontend + engine deps install - [ ] Run `task dev` — verify backend + frontend start, Ctrl+C exits cleanly - [ ] Run `task frontend:check` — verify typecheck + lint + test pass - [ ] Run `task desktop:dev` — verify jlink builds are cached on second run - [ ] Verify CI passes on all workflows --------- Co-authored-by: James Brunton <jbrunton96@gmail.com> |
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801cc8a5f4 |
Alpha flag for file storage settings (#6044)
## Summary - Added "Alpha" badge to the File Storage & Sharing nav item in the settings sidebar - Added "Alpha" badge to the File Storage & Sharing page title - Removed the old inline "(Alpha)" text from the Enable Group Signing label - Restructured all toggle cards so the switch is anchored to the right of each row - Tightened spacing between cards for a more compact layout - Extended `ConfigNavItem` interface with optional `badge` and `badgeColor` fields for reuse elsewhere <img width="1696" height="1057" alt="image" src="https://github.com/user-attachments/assets/77ac8276-ed65-4cae-8470-65de8f56dd74" /> |
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1e97a32d4b |
feat(desktop): gate shared signing behind self-hosted auth (#6002)
## Summary This PR adds full desktop (Tauri) support for the shared signing feature when connected to a self-hosted server, and fixes several bugs discovered during that work. ### Feature gating Shared signing, file sharing, and share links are proprietary server features that require an authenticated self-hosted session. Previously these were read directly from `config` with no awareness of connection mode or auth state, meaning the UI could appear in SaaS/local mode or when logged out. - Introduce `useGroupSigningEnabled` and `useSharingEnabled` hooks with core implementations (web behaviour unchanged) and desktop overrides that require `selfhosted` mode + an active authenticated session - Extract shared subscription logic into `useSelfHostedAuth` (connection mode + auth state + config refetch) - `QuickAccessBar` now derives all three flags from the hooks instead of raw config ### Config timing fix When a user logs in via the SetupWizard, the `jwt-available` event fires a config fetch *before* the mode is switched to `selfhosted`. This meant the config was fetched from the local bundled backend (port ~59567) which has no knowledge of `storageGroupSigningEnabled`, causing the group signing button to stay hidden until a full page refresh. `useSelfHostedAuth` detects the mode transition and triggers a fresh config fetch at the correct moment, after the self-hosted URL is active. ### Bug fixes **`SignPopout.tsx`** — Manually setting `Content-Type: multipart/form-data` on two `FormData` POST requests stripped the auto-generated boundary, causing a `400 bad multipart` from the server. Removed the explicit headers so Axios sets them correctly. **`tauriHttpClient.ts`** — `response.json()` was called before `response.ok` was checked. A plain-text error body from the server (e.g. `"Cannot sign..."`) caused a `SyntaxError` that fell into the network error catch block and was reported as `ERR_NETWORK`, hiding the real failure. The fix checks `response.ok` first, reads error bodies as text, and handles empty 200 bodies (returning `null` instead of throwing). --- ## Testing ### Prerequisites - Desktop app running in self-hosted mode pointed at a local Stirling-PDF instance (`http://localhost:8080`) - The self-hosted instance has group signing and storage enabled in settings - At least two user accounts on the self-hosted instance ### 1. Feature gating — group signing button | Step | Expected | |---|---| | Open the desktop app in **local mode** (no server configured) | Group signing button absent from QuickAccessBar | | Switch to self-hosted mode but **do not log in** | Group signing button absent | | Log in to the self-hosted server | Group signing button appears without requiring a page refresh | | Log out | Group signing button disappears immediately | | Log back in | Group signing button reappears without a page refresh | ### 2. Feature gating — file sharing Repeat the same steps above, verifying the share and share-link buttons in the file manager follow the same visibility rules. ### 3. Create a signing session 1. Log in, open the group signing panel from QuickAccessBar 2. Select a PDF, add a participant, configure signature defaults and submit 3. Verify the session is created successfully (no `400 bad multipart` error) ### 4. Participant signing 1. As the invited participant, open the signing request from QuickAccessBar 2. Upload or draw a signature and submit 3. Verify signing completes successfully (no `ERR_NETWORK` error) ### 5. Error surfacing 1. Attempt an action that the server rejects (e.g. sign a document with an invalid certificate) 2. Verify the actual server error message is shown rather than a generic network error |
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0e29640766 |
fix: get all Playwright E2E tests loading and expand CI to run full suite (#6009)
## Fix Playwright E2E tests and expand CI to run full suite ### Problem The full Playwright suite was broken in two ways: 1. **`ConvertE2E.spec.ts` crashed at import time** — `conversionEndpointDiscovery.ts` imported a React hook at the top level, which pulled in the entire component tree. That chain eventually required `material-symbols-icons.json` (a generated file that didn't exist), crashing module resolution before any tests ran. 2. **CI only ran cert validation tests** — both `build.yml` and `nightly.yml` hardcoded `src/core/tests/certValidation` as the test path, silently ignoring everything else. ### Changes **`ConvertE2E.spec.ts` — complete rewrite** The old tests were useless in practice: all 9 dynamic conversion tests were permanently skipped unless a real Spring Boot backend was running (they called a live `/api/v1/config/endpoints-enabled` endpoint at module load time). Replaced with 4 focused tests that use `page.route()` mocking — no backend required, same pattern as `CertificateValidationE2E`. New tests cover: - Convert button absent before a format pair is selected - Successful PDF→PNG conversion shows a download button (mocked API response) - API error surfaces as an error notification - Convert button appears and is enabled after selecting valid formats **`conversionEndpointDiscovery.ts` — deleted** Only existed to support the old tests. The `useConversionEndpoints` React hook it exported was never imported anywhere else. **`ReviewToolStep.tsx`** Added `data-testid="download-result-button"` to the download button — required for the happy-path test assertion. **CI workflows (`build.yml`, `nightly.yml`)** - Added a `Generate icons` step before Playwright runs (`node scripts/generate-icons.js`) — the icon JSON is generated by `npm run dev` locally but skipped by `npm ci` in CI - Removed the `src/core/tests/certValidation` path filter so the full suite runs |
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dd44de349c |
Shared Sign Cert Validation (#5996)
## PR: Certificate Pre-Validation for Document Signing ### Problem When a participant uploaded a certificate to sign a document, there was no validation at submission time. If the certificate had the wrong password, was expired, or was incompatible with the signing algorithm, the error only surfaced during **finalization** — potentially days later, after all other participants had signed. At that point the session is stuck with no way to recover. Additionally, `buildKeystore` in the finalization service only recognised `"P12"` as a cert type, causing a `400 Invalid certificate type: PKCS12` error when the **owner** signed using the standard `PKCS12` identifier. --- ### What this PR does #### Backend — Certificate pre-validation service Adds `CertificateSubmissionValidator`, which validates a keystore before it is stored by: 1. Loading the keystore with the provided password (catches wrong password / corrupt file) 2. Checking the certificate's validity dates (catches expired and not-yet-valid certs) 3. Test-signing a blank PDF using the same `PdfSigningService` code path as finalization (catches algorithm incompatibilities) This runs on both the participant submission endpoint (`WorkflowParticipantController`) and the owner signing endpoint (`SigningSessionController`), so both flows are protected. #### Backend — Bug fix `SigningFinalizationService.buildKeystore` now accepts `"PKCS12"` and `"PFX"` as aliases for `"P12"`, consistent with how the validator already handles them. This fixes a `400` error when the owner signed using the `PKCS12` cert type. #### Frontend — Real-time validation feedback `ParticipantView` gains a debounced validation call (600ms) triggered whenever the cert file or password changes. The UI shows: - A spinner while validating - Green "Certificate valid until [date] · [subject name]" on success - Red error message on failure (wrong password, expired, not yet valid) - The submit button is disabled while validation is in flight #### Tests — Three layers | Layer | File | Coverage | |---|---|---| | Service unit | `CertificateSubmissionValidatorTest` | 11 tests — valid P12/JKS, wrong password, corrupt bytes, expired, not-yet-valid, signing failure, cert type aliases | | Controller unit | `WorkflowParticipantValidateCertificateTest` | 4 tests — valid cert, invalid cert, missing file, invalid token | | Controller integration | `CertificateValidationIntegrationTest` | 6 tests — real `.p12`/`.jks` files through the full controller → validator stack | | Frontend E2E | `CertificateValidationE2E.spec.ts` | 7 Playwright tests — all feedback states, button behaviour, SERVER type bypass | #### CI - **PR**: Playwright runs on chromium when frontend files change (~2-3 min) - **Nightly / on-demand**: All three browsers (chromium, firefox, webkit) at 2 AM UTC, also manually triggerable via `workflow_dispatch` |
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081b1ec49e | Invite-link-issues (#5983) | ||
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214dc20c2e |
Hotfix-cant-run-tools-when-no-credits (#5955)
Tested: * Can sign in on saas -> can run local tools with or without credits-> can run saas only tools (if credits) -> can't run saas only tools without credits * Can sign in self-hosted -> can run all tools on remote if available -> can run local when self-hosted unavailable Clouds show on saas tools when connected Tools are disabled when connected to self-hosted but cannot find server. You also get banner #cantwaitforplaywritetests |
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44e036da5a |
Check if saas before blocking credit insufficiencies (#5929)
fixes #5926 |
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0545c3f997 |
Cleanup-conversion-translations (#5906)
Co-authored-by: Anthony Stirling <77850077+Frooodle@users.noreply.github.com> |
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d5d03b9ada |
Manage state of price-lookup calls (#5915)
Now calls stripe-price-lookup once when prices are required rather then bombarding on every rerender |
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8bc37bf5ae |
Desktop: Fallback to local backend if self-hosted server is offline (#5880)
* Adds a fallback mechanism so the desktop app routes tool operations to the local bundled backend when the user's self-hosted Stirling-PDF server goes offline, and disables tools in the UI that aren't supported locally. * `selfHostedServerMonitor.ts` independently polls the self-hosted server every 15s and exposes which tool endpoints are unavailable when it goes offline * `operationRouter.ts` intercepts operations destined for the self-hosted server and reroutes them to the local bundled backend when the monitor reports it offline * `useSelfHostedToolAvailability.ts` feeds the offline tool set into useToolManagement, disabling affected tools in the UI with a selfHostedOffline reason and banner warning - `SelfHostedOfflineBanner `is a dismissable (session-only) gray bar shown at the top of the UI when in self-hosted mode and the server goes offline. It shows: |
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ff31b2f9ca |
Posthog-fixes (#5901)
PostHog is now initialized with persistence: 'memory' so no cookies are
written on first load. Consent is handled in a PostHogConsentSync
component that switches to localStorage+cookie persistence only when the
user accepts, using the official @posthog/react package (cherry-picked
from
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cafcee6c99 | Add the production billing portal link for static plan page (#5860) | ||
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7fdd100abf | Fix signatures not showing (#5872) | ||
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98835ce7b5 |
Don't build mac if you don't have the secrets (#5861)
Don't build mac if signing secrets unnavailable. No point in trying to build without signing as you cannot install it on a mac without signature. |