# Description of Changes
Policies can currently throw when calling redact:
<img width="1186" height="824" alt="image"
src="https://github.com/user-attachments/assets/bdcc09fe-5bf4-4b0a-b119-bcc33c98c7f2"
/>
Policies really need to be updated to properly make use of the new
bidirectional mappings for this, but this will hopefully fix it for now.
The external-link "Developer Tools" buttons (API, Automated Folder
Scanning, SSO Guide, Air-gapped Setup) used `p="sm"` while normal tool
buttons use `p="none"`, making them render larger; this aligns their
padding so they match the size of every other tool button.
<img width="308" height="196" alt="Screenshot 2026-07-10 at 5 01 40 PM"
src="https://github.com/user-attachments/assets/fb125500-28fb-4b83-85ed-2edc12e66fc0"
/>
## What this does
Adds one test to `ResourceAccessServiceTest`: a foreign team's lead is
**denied** on a team-owned resource under the `ADMINS_AND_TEAM_LEADS`
default policy, even when an unscoped `isAnyTeamLeader` check would
admit them (stubbed `lenient()` to `true` precisely so the test fails if
the scoped path ever consults it again).
## Why
Main is already correct here — no behaviour changes in this PR. #6913
landed the scoped implementation (`matchesTeamLeadDefault`: ownerless
portal → `isAnyTeamLeader`, team-owned → `isLeaderOfTeam`), which
superseded #6893. The only piece not carried over was #6893's boundary
test, so the cross-team scoping isn't currently pinned by any test. This
adds that pin as cheap insurance for future refactors.
Verified the test does its job: it passes on main as-is, and fails if
the scoped check is swapped back to the unscoped one.
## Test plan
- `:proprietary:test --tests
"stirling.software.proprietary.access.service.ResourceAccessServiceTest"`
— green
- Spotless applied
Closes the loop on #6893.
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.
## 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.
# Description of Changes
Adds Editor source permanently available in the Sources list. Excludes
it from the Pipelines list of available sources currently because it's
not a real source on the backend, so attempting to connect to it causes
an error. It'd be nice to extend in the future to be able to set up
policies in the editor from the pipelines page, but this'll do for now.
## 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).
Removes some cluttered/unused UI from the portal:
- Search bar in the header
- The top bar entirely (breadcrumb, notification bell, plan switcher,
user menu)
- The plan/usage indicator in the sidebar footer
- The floating assistant badge
UI only. Where a component isn't deleted it's just no longer rendered,
so anything here is easy to restore.
## 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.
## What
Removes the policy **management** surface from the editor's right rail —
the Policies list above Tools, the open-policy detail takeover, and the
collapsed-rail policy icons — along with the whole UI tree only they
used: the setup wizard and its tool-config steps (PII / redact /
watermark), the detail panel, delete modal, selection store,
enforcement-queue status chip, activity/stats derivation, the catalog
hook, their i18n keys, dead types, and the admin-gate spec that tested
the wizard flow.
**Enforcement is untouched.** Auto-run on upload, the viewer blocking
overlay, exit-point blocking, file badges, and export-time enforcement
all stay. `usePoliciesEnabled` moves to its own module (core stub /
proprietary / desktop shadow with the SaaS-connection check) since it
still gates mounting the headless `PolicyAutoRunController` from the
rail.
## Why
Policies are configured in the admin portal now
(`src/portal/views/Policies.tsx`). Keeping a second management UI in the
editor rail meant two surfaces to maintain for one feature; the editor
only needs to *enforce*.
## Notes for review
- The rail UI lived in the shared `core` `RightSidebar`, so this removes
it from every build flavour at once; the deleted `PoliciesSidebar`
module existed at the core (stub) / proprietary / desktop alias layers
and all three are gone.
- Every deleted module was verified to have zero remaining importers;
near-misses that stay: `enforcementQueue` (used by export enforcement),
`poll` (test-imported), `usePolicies` (used by auto-run).
- Net −3,900 lines.
## Testing
- `task frontend:check` green: typecheck, ESLint + dpdm, Prettier, all
1,196 tests.
- All build-variant typechecks pass (core / proprietary / saas /
desktop).
## 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.
## Summary
A batch of shared **design-system** fixes (Button, SegmentedControl,
Chip, a new CarouselDots) and the consumer/call-site cleanups they
unlock, following the button consolidation (#6787). Also includes
dark-theme token alignment and some portal/auth polish that rides on the
same components.
The shared Button now sizes to its content instead of clipping it, gains
per-axis padding controls, and no longer misbehaves while loading or
disabled; several call sites are then migrated onto the proper component
APIs.
## Shared components (`core/ui`)
### Button
- **Content-driven height.** `--button-height` is now a `min-height`,
not a fixed cap. Single-line buttons still land exactly on the shared
control-height scale (pixel-aligned with `ActionIcon` /
`SegmentedControl`), while taller content — wrapped labels, stacked
title + subtitle rows — grows the button instead of being clipped
mid-glyph. Short content is re-centered with `align-content`,
**without** overriding the root `display`, so a consumer's own layout
(e.g. a full-width list row) isn't disturbed.
- **Padding props.** New `p` / `px` / `py` props
(`none`/`xs`/`sm`/`md`/`lg`/`xl`) override the size-based padding per
axis. Vertical padding is applied through a `--sui-btn-py` CSS variable,
so consumers can also set it from their own class.
- **Loading no longer collapses.** A `fullWidth` button is never treated
as icon-only, so an execute button whose label is momentarily absent
while files hydrate (e.g. `ScopedOperationButton`) keeps its full width
with a centered spinner instead of shrinking to an icon-sized square for
a split second.
- **Disabled in dark mode.** A disabled *primary* button keeps a muted
version of its own accent fill (`opacity: 0.55`) instead of Mantine's
near-black `--mantine-color-disabled`, which blended into dark surfaces
and made the button all but disappear. Loading spinners are excluded so
they stay full-strength.
No breaking API changes — buttons that don't opt in render exactly as
before.
### SegmentedControl
- Fixed a bug where a segment marked `disabled` that also happened to be
the currently-selected value was rendered disabled, leaving the active
segment un-selectable/greyed. A disabled option is now only disabled
when it isn't the current value.
### CarouselDots (new)
- New shared dots indicator component (with Storybook story), used by
the login carousel.
### Chip / theme
- Dark-theme tokens in `theme.css` aligned to the portal's `tokens.css`
so the editor and portal (Processor) dark modes stop drifting (chrome
surfaces lift off the darker canvas); plus a Chip dark-mode styling fix
and a small `mantineTheme` cleanup.
## Consumer / call-site cleanups
- **Compare** tool: the swap control is now a regular shared Button
placed **between** the Original and Edited file cards (the bespoke
full-height vertical swap button and its CSS were removed), and the file
cards fill the full available width.
- **Certificate format**: replaced the inline-styled buttons with clean
two-state (primary / secondary) buttons.
- **ToolPicker**: restored the label selectors that #6787 renamed to the
never-emitted `.sui-btn__label`, and fixed the sidebar-search row
clipping.
- **File sidebar**: "View all files" row fix; `FileSidebarFileItem`
migrated off `display:flex` + `gap` on the Button root (which no longer
reaches the nested label) onto `leftSection` / `rightSection` + a
stacked label.
## Portal / auth polish
- Portal button consolidation and styling across Header, SettingsModal,
Home, Infrastructure, ApiKeyCard, and PopularUseCases.
- **Login**: onboarding text now shows the default starting username /
password; login carousel uses the new CarouselDots; desktop OAuth
styling tweak.
## Verification
- Storybook: button sizes measure exactly on the control-height scale
and match `ActionIcon`; icon-only buttons stay square and centered;
`fullWidth` loading buttons hold full width; disabled dark-mode primary
buttons render as a muted accent rather than grey.
- Single-line buttons are pixel-identical before/after; only buttons
whose content previously overflowed a fixed height render differently
(they now fit rather than clip).
- `task frontend:lint` clean; typecheck shows only the pre-existing
third-party `node_modules` noise also present on `main`.
## Why
The portal Users page worked on self-hosted but **403'd on SaaS**. It
called the proprietary admin endpoints (`/api/v1/user/admin/*`,
`/api/v1/team/*`, `ui-data/admin-settings`), all `hasRole('ADMIN')`.
SaaS users are always `ROLE_USER` (never `ROLE_ADMIN`), so those
endpoints reject them. This is the last SaaS-release blocker for the
portal.
## What
Route the SaaS build's Users page to the **existing**
`SaasTeamController` (invitation-based team management) - no new
backend. Done via a build-time flavor seam, mirroring the existing
`usersCapabilities` pattern.
- **New seam `@app/portal/usersBackend`** (interface in
`portal/api/usersBackend.ts`) with two impls resolved by the `@app/*`
alias:
- `proprietary/portal/usersBackend.ts` re-exports the existing
admin-endpoint functions - **self-hosted behaves exactly as before**.
- `saas/portal/usersBackend.ts` calls `SaasTeamController`
(`/api/v1/team/*`) via `apiClient.local` (already flavor-aware: SaaS
backend + Supabase JWT). Resolves the leader's team from `GET
/api/v1/team/my`, maps `TeamMemberDTO`/`InvitationDTO` onto the portal
`Member`/`PendingInvitation` types.
- **`manageInvitations` capability** (SaaS `true` / self-hosted `false`)
gates a new **Pending invitations** panel (list from `GET
/{teamId}/invitations`, Cancel via `DELETE
/api/v1/team/invitations/{id}`).
- **Remove re-enabled on SaaS** (was gated off): the roster remove
action now works at team scope against `DELETE
/{teamId}/members/{memberId}`, with a flavor-aware label ("Remove from
team" vs "Remove from org") and confirm copy.
- Invite (email) and rename routed through the seam (`POST /invite`,
`POST /{teamId}/rename`); `fetchAuthConfig` on SaaS is static (no
spurious admin-endpoint 403).
- **MSW handlers** (`mocks/handlers/teamSaas.ts`) mirror the controller
so the SaaS Users page is exercisable in mock mode. Registered in
`handlers` but deliberately **not** `embeddedDataHandlers` (would clash
with the editor's own `/api/v1/team/*` routes when portal shares its
origin).
## Constraints honoured
- No new backend endpoints - reuses `SaasTeamController`.
- Self-hosted path unchanged (proprietary impl re-exports the same
functions).
- No SaaS user is ever `ROLE_ADMIN` - `adminRole`/admin-only UI stay
hidden.
## Notes from an adversarial self-review (both fixed in this PR)
- Solo SaaS users' auto-created **personal team** now hides the Rename
control (the backend rejects renaming personal teams with 400) -
`isPersonal` threaded through `Team`/`TeamGroup`.
- Expired-but-still-`PENDING` invitations are filtered in the adapter,
and the expiry label no longer mislabels a just-expired invite as
"Expires today".
## Testing
- `task frontend:typecheck:all` - all 8 flavors pass.
- Portal vitest project: **122 passing** (added SaaS adapter +
shape-mapping tests via MSW, PendingInvitations panel, and
remove/manageInvitations/personal-team gating).
- `task frontend:lint` (ESLint `--max-warnings=0` + dpdm no circular
deps) and prettier clean.
## Open questions
- **Team resolution on SaaS**: I resolve the leader's single manageable
team (prefer a real non-personal team they lead). If a leader owns
multiple real teams, only the primary is shown - matches the "single
team" framing in the spec; flag if multi-team management is wanted.
- **`isSelf` on SaaS** uses the LEADER role (the portal Users page is
leader-only on SaaS, so the leader row is the viewer). Verified there's
no multi-leader creation path today; revisit if that changes.
Draft - not marking ready until reviewed.
# Description of Changes
Empty-state polish across the four processor (portal) list pages, so a
fresh workspace gets clear next steps instead of a row of zeroed-out
stat boxes.
- **Sources / Pipelines** - hide the KPI stat strip when the list is
empty; the empty state now shows an icon plus a primary + secondary CTA
(Connect source / Read the docs; Create a pipeline / Connect a source).
Also closes a gap where a successfully-fetched empty list rendered stat
boxes over a blank page with no empty state at all.
- **Policies** - hide the summary stat strip until at least one policy
is configured; the catalogue cards stay as the "configure a policy"
CTAs.
- **Documents** - hide the filter-pill + search toolbar on an empty
queue; the empty state gains an icon plus Create a pipeline / Connect a
source CTAs.
- **Storybook** - added `Default` + `Empty` stories for all four views;
the preview now loads the real English copy so stories render shipped
text rather than raw i18n keys.
---
## Checklist
### General
- [ ] I have read the [Contribution
Guidelines](https://github.com/Stirling-Tools/Stirling-PDF/blob/main/CONTRIBUTING.md)
- [ ] 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)
- [x] 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.
# Description of Changes
- Audited every portal page/component for hardcoded UI strings not
routed through `t()`
- Wired the remaining ones to i18n (~80 new `portal.*` keys in
`en-US/translation.toml`):
- Infrastructure status/label maps (deploy, api-key, cert, key-mode,
attestation, audit, model, region, environment) + API-key permissions
- Procurement "Key documents" modal, editor-admin deploy targets, users
seats label, pipeline output-folder placeholder
- Follows the existing house pattern: label maps store i18n keys,
resolved via `t(MAP[value])` at the render site
- Documents CSV export now reuses the on-screen column keys, and fixes a
latent bug where the exported status leaked the raw key instead of the
translated label
- No UI-copy change: en-US values are identical to the previously
hardcoded strings; other locales fall back to en-US as before
---
## Checklist
### General
- [x] I have read the [Contribution
Guidelines](https://github.com/Stirling-Tools/Stirling-PDF/blob/main/CONTRIBUTING.md)
- [ ] 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
- [ ] 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.
## What this does
Reworks the portal's policy setup screens so a policy reads as **its own
settings**
rather than a list of tools you wire together, and rebuilds the forms on
the
shared design system so they match the rest of the portal.
## Why
Setup showed one card per underlying tool (tool name + a toggle), which
exposed
the "a policy is a pipeline of tools" plumbing. A policy should read in
terms of
what it does to a document, not which tools run under the hood.
## Changes
- **Setup reads as policy settings.** The per-tool cards are now a
plain-language
list of what the policy does — "Redact sensitive information", "Strip
active
content", "Apply a watermark", and so on — each with a short description
and a
toggle, with its options appearing inline when turned on.
- **Consistent design system.** The setup and edit forms use the shared
components instead of one-off styling.
- **Simpler setup.** Removed two sections that aren't part of what ships
here:
Document Types (scope-by-type) and Retries.
- **Watermarks are text-only.** A policy watermark is a text stamp, so
the image
option and the type picker are hidden.
- **The editor always shows as a source** (it used to disappear when no
other
sources were connected), and the source tiles now lay out correctly.
- **Clearer upsell copy.** Locked policies read **"Upgrade to
Enterprise"**
instead of "Coming soon".
## Scope
UI only — no backend changes. Keeping a policy's settings in sync
between the
portal and the editor is a known, separate issue and is **not** part of
this PR.
## Testing
Prettier, ESLint, typecheck (proprietary + saas), and the
unused-translation
guard all pass. Setup screens verified in Storybook.
The portal's `SettingsModal` was a parallel, mock-backed settings
implementation. It's replaced by the editor's `AppConfigModal`, mounted
via a new `PortalSettingsHost` that supplies the contexts the portal
doesn't have (app config, flavor-resolved session, preferences, editor
theme). Flavor resolution does the rest: the self-hosted portal gets the
admin sections, the SaaS portal gets the saas shell. The self-hosted
account-link panel rides in through the existing seam as an extra
section.
The shell gains three host props (`urlSync`, `initialSection`,
`extraSections`); editor behaviour is unchanged. Net −1,300 lines.
Manually verified on both flavors against live backends.
The portal no longer uses mock data — it always talks to the real
backend. Mocks still power Storybook and tests.
- Mocks button and all the in-app MSW machinery removed.
- Types the app needs moved out of mock files and into the api layer, so
the app no longer depends on `mocks/` at all.
- One deliberate exception for the onboarding tour (#6926):
`enablePortalDemoData()` fills the views with example data while a tour
runs, with zero cost the rest of the time.
Heads up: views without a real backend endpoint yet now show empty/error
states in dev.
# Description of Changes
Replaces the `.stirling/done` folder and its friends with a ledger in
the DB which tracks which documents have been processed. This should
scale dramatically better since it's just a few bytes being written for
each PDF processed, rather than each PDF being duplicated and held in
the folder forever. It's designed to work with the current folder
source, but also with S3 buckets and other sources in mind - each source
will define its own strategy for ensuring it knows whether the documents
have had policies run on them or not, and they all get written to the
same ledger.
## 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
## 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.
## 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.
## Overview
Adds **AI document classification** and a **classification-aware Files
sidebar**: uploaded documents are automatically tagged with
document-type labels (Invoice, Contract, Lab report, …), and the sidebar
groups files under editable parent categories so a large library stays
navigable.
> [!IMPORTANT]
> **This feature only runs in the SaaS build.** Classification depends
on the AI engine and team-scoped label storage, so it's gated to SaaS
end-to-end:
> - The sidebar grouping is a `saas/`-layer override of the
`fileSidebarGrouping` seam; every other build (OSS core, self-hosted
proprietary, desktop) gets the null stub and renders the **unchanged
flat, recency-sorted list** — no categories, no "Other", no picker.
> - The classify/labels backend endpoints are gated on
`policies.enabled` (on in SaaS) and live in `app/proprietary`, so
they're absent from pure OSS and dormant in self-hosted unless
explicitly enabled.
> - The Python classifier is reached only via that gated path.
>
> Shared-layer changes that do compile everywhere are inert without the
engine (dormant schema/field additions) or intentional (`GetInfoOnPDF`
surfacing custom metadata).
## What it does
- **Classifier (engine):** reads the first/last two pages of a PDF and
assigns document-type labels from an allowed vocabulary. Labels are
deliberately document-*type* descriptors — no deep-content/PII
detection, since only a page window is read.
- **Team label vocabulary:** ~270 built-in defaults across ~15 families,
seeded per team. Editable by team leaders/admins in the Classification
policy settings (import/export/reset). Team-scoped and shared;
**per-user personal labels are intentionally out of scope** — the
vocabulary is team-level only.
- **Sidebar categories:** files group under parent categories
(Financial, Legal, Medical, …), busiest-first, collapsible, with a
"Recent" group on top and an "Other" group for anything uncategorised.
The category structure (names, icons, membership, custom categories) is
**device-local and user-editable** via a "Customize" picker — the only
per-user personalization; it never changes the team's label vocabulary.
- Classification results are written to PDF metadata
(`StirlingPDFClassification`), read back to keep files in their groups
without re-parsing.
## Architecture
Spans all three layers, mirroring the existing policy/source subsystem
conventions:
- **`frontend/editor`** — sidebar grouping seam + SaaS override,
category manager, labels editor, icon palette, file grouping, tests,
`en-US` i18n.
- **`app/proprietary` + `app/common` + `app/core`** —
`ClassifyLabelController`, team-scoped `ClassificationLabelStore` (Jpa +
in-process impls, same shape as `PolicyStore`/`SourceStore`), metadata
read/write.
- **`engine`** — the document-classifier agent, contracts, routes,
tests.
## Screenshots
**Files sidebar — grouped by category (SaaS)**
### Loading view
<img width="2056" height="1046" alt="Screenshot 2026-07-07 at 5 12
56 PM"
src="https://github.com/user-attachments/assets/1d712da5-50ae-4349-b0cd-e62665c3ec0c"
/>
### Organized in the sidebar
<img width="2056" height="1045" alt="Screenshot 2026-07-07 at 5 14
05 PM"
src="https://github.com/user-attachments/assets/3ea4fe21-da51-4cea-bc3a-18ce040d3d05"
/>
**Customize categories picker**
### Personal settings to change how labels are grouped in an individual
users editor
<img width="2056" height="1044" alt="Screenshot 2026-07-07 at 5 52
42 PM"
src="https://github.com/user-attachments/assets/40be03ce-0f63-4d1e-b58b-cec045d01cb2"
/>
**Classification labels editor (team settings)**
<img width="2056" height="1042" alt="Screenshot 2026-07-07 at 5 53
00 PM"
src="https://github.com/user-attachments/assets/337b0739-15c9-4749-9c6b-22e3b20825b8"
/>
## Testing
- Frontend `task frontend:check` — green (editor + portal tests,
typecheck across all flavors, lint, label-drift guard).
- Backend `task backend:check` (proprietary) and `:saas:test` — green.
- Engine `task engine:check` — green.
# Description of Changes
Disallow SaaS guests from accessing the portal. One day we might want to
make this better so they can go there but then have to sign up before
doing anything useful, but this is the easiest way to disallow it for
now.
## What
Adds a **Storybook preview** for PRs. When a PR changes any story
(`*.stories.{ts,tsx,mdx}`) or the `.storybook` config, this builds the
static Storybook, deploys it to the preview VPS on a PR-scoped port, and
comments with the URL plus an **expandable list of exactly which stories
changed**. Torn down automatically when the PR closes.
New file: `.github/workflows/storybook-preview.yml`. Nothing else is
touched.
## How
- **Detect** (`changes` job) - `dorny/paths-filter` with `list-files:
json` flags Storybook changes and captures the exact changed files.
Skipped on close and for fork PRs (which don't get the VPS secrets).
- **Deploy** (`deploy` job, only when Storybook changed) - builds the
static Storybook (`task frontend:prepare` + `frontend:storybook:build`),
tars it, and serves it from an `nginx:alpine` container on the VPS at
port `PR# + 20000` (offset from the app preview's bare-PR-number port to
avoid collisions). Mirrors `PR-Auto-Deploy-V2.yml`'s VPS SSH pattern and
reuses the same secrets.
- **Comment** - a single bot comment (replaced on each push) with the
preview URL and a `<details>` block listing the changed stories (and any
`.storybook` config changes), e.g.:
> ## 📚 Storybook preview
> 🔗 **Preview:** http://<vps>:26911
> <details><summary>2 stories changed (+1 config
file)</summary>…</details>
- **Cleanup** (`cleanup` job, on PR close) - stops the container,
removes the files, and deletes the comment.
## Validation
- Static Storybook builds locally (`task frontend:storybook:build` →
`frontend/storybook-static`, 151 stories).
- Confirmed `task frontend:prepare` regenerates the un-committed
`material-symbols-icons.json` that stories import, so a fresh CI
checkout builds (added it before the build step).
- Comment-markdown logic unit-checked against a sample changed-files
list.
- YAML validated; action pins match the repo (`setup-node` v6.4.0 / node
22, same `paths-filter`, `setup-bot`, `harden-runner`).
## Note
The VPS deploy mirrors the proven `PR-Auto-Deploy-V2` machinery but
couldn't be exercised end-to-end from a dev box (needs the VPS secrets)
- the first live run on a Storybook-touching PR will confirm the
deploy/serve/cleanup path. Everything build- and comment-side is
validated locally.
# Description of Changes
Portal access control + user management
What this does
- Adds server-side portal access enforcement: a ResourceGrant ACL (owner
→ admin → grant → default policy) gates the portal via
@resourceAccess.canUsePortal(), so access is authoritative on the
backend, not just hidden in the UI.
- New proprietary/access module: ResourceAccessService +
ResourceAccessSecurity, PrincipalResolver (default + SaaS + team-lead
lookup), OwnershipService, ResourceGrantController, and a SecretMasker
for safe config display.
- Exposes an authoritative portalAccess flag on /me (AuthController /
AdminUserSummary); drops the old org-principal shortcut.
- Full portal Users page: team + member management (members table,
invite, move-to-team, new/rename team, reset password, access controls,
confirm modals) wired to real user/team/grant endpoints.
- Per-flavor capabilities seam (usersCapabilities): self-hosted
org-admin gets everything; SaaS is trimmed to what a team leader can do
(no ROLE_ADMIN ever surfaced).
SaaS blockers (separate follow-up PR)
The portal Users page works on self-hosted but 403s on SaaS (it calls
the admin API hasRole('ADMIN'), and SaaS users are ROLE_USER). To ship
the portal on SaaS:
- Add a @app/portal/usersBackend seam and point the SaaS build at the
existing SaasTeamController (no new backend).
- Resolve the leader's team-id on SaaS and map member/invitation shapes
to the portal Member type.
- Add pending-invitation management (list + cancel) - the parity gap vs
the editor.
- Re-enable the roster remove action on SaaS against
SaasTeamController's remove-member endpoint.
<img width="1426" height="464" alt="image"
src="https://github.com/user-attachments/assets/7a441a35-7a57-472f-a8c7-e6d8ae998439"
/>
<img width="492" height="722" alt="image"
src="https://github.com/user-attachments/assets/d4e8a088-b2eb-4326-9e00-7ada6eb72a85"
/>
---
## Checklist
### General
- [ ] I have read the [Contribution
Guidelines](https://github.com/Stirling-Tools/Stirling-PDF/blob/main/CONTRIBUTING.md)
- [ ] 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)
- [ ] I have performed a self-review of my own code
- [ ] 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)
- [ ] I have run `task check` to verify linters, typechecks, and tests
pass
- [ ] 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.
---------
Co-authored-by: aikido-pr-checks[bot] <169896070+aikido-pr-checks[bot]@users.noreply.github.com>
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.
## 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.
## 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"
/>
## 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.
Ludy
