Commit Graph
5 Commits
Author SHA1 Message Date
westfarn d54094f5e0 Tier-gated RAG + Drive document sources (#42) (#54)
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## Summary

Implements epic [#42](#42) (children #43–#53) and advances [#11](#11).

- **Entitlement:** `allows_rag` on plans (founders / backer / pro / business; not standard); exposed as `features.rag`
- **Gates:** document REST + WS `PromptType.RAG` use `assert_feature_allowed(..., "rag")`
- **Lifecycle:** dedupe ingest, delete vectors by `document_id`, honor `active`, fix document detail PATCH/DELETE
- **Workspaces:** auto-create default company workspace; fail-closed scoping
- **Drive:** personal + company Google/Microsoft connect (`link_drive` / `link_company_drive`), resource selection, sync, webhooks stubs, `sync_drive_connections` management command
- **Docs/env:** README + `.env*.example` updated

Companion FE: `chat_web_app` branch `feature/rag-epic-42-ui` (#81–#85).

## Test plan

- [x] `SKIP_RAG_INIT=1 uv run python manage.py test` (457 OK)
- [ ] Migrate finance `0004` + chat_backend `0028` on beta
- [ ] Verify Standard user: Documents API 403 + no RAG retrieval
- [ ] Verify Founders/Pro: upload + list + active toggle
- [ ] Connect Google/Microsoft Drive (incremental scopes) and Sync
- [ ] Company manager: `link_company_drive`; non-manager 403
- [ ] Run `manage.py sync_drive_connections`Reviewed-on: #54
2026-08-01 14:02:36 -07:00
westfarn eedc842b08 Add account self-delete and subscription lifecycle sync (#34) (#39)
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## Summary
- Closes [#34](#34)
- Companion for [chat_web_app#75](ai_ml_operations/chat_web_app#75) (portal cancel/change local sync)
- Soft-delete `DELETE /api/user/` for the authenticated user only: `deleted=True`, `is_active=False`, hide conversations, blacklist outstanding refresh tokens; staff self-delete rejected
- Stripe `customer.subscription.updated` / `deleted` webhooks sync plan status, `cancel_at_period_end`, and `current_period_end`; checkout assigns plan from `metadata.plan_slug`
- **UserAuthEvent audit**: `account_deleted`, `subscription_started` (first active plan), `subscription_updated` (plan/status/cancel changes) — visible on user admin
- Document FE contract in README (endpoint, response, post-delete logout)

## Test plan
- [ ] `uv run python manage.py test chat_backend.tests.test_views_users.CustomUserSelfDeleteTestCase finance.tests`
- [ ] Authenticated `DELETE /api/user/` soft-deletes self, hides conversations, blocks re-login, writes `account_deleted` auth event
- [ ] Checkout / Backer assign writes `subscription_started`; portal cancel/change writes `subscription_updated`
- [ ] Anonymous / staff self-delete rejected; body cannot target another user
- [ ] After portal cancel, webhook sets `cancel_at_period_end` / `canceled` on `GET /finance/subscription/`Reviewed-on: #39
2026-08-01 12:24:17 -07:00
westfarn 841c0962d9 Multi-plan subscriptions, quotas, and token usage APIs (#16 #17 #36) (#37)
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## Summary
Implements [#16](#16), [#17](#17), and [#36](#36) in one backend PR.

- **#36 Multi-plan catalog**: Founders ($10, public), Standard ($15), Pro ($40), Business ($99), Backer ($0). Future tiers seeded but hidden/`is_selectable=false`. Backer email whitelist auto-assigns Founders-level access with no checkout.
- **#36 Feature + prompt gating**: plan feature flags (text vs image); rolling **6h** prompt windows (100 / 200 / 300 / 300 / 300). Enforced in both chat consumers when `ENFORCE_SUBSCRIPTION_GATES=true`.
- **#17 Token-period quotas**: optional `monthly_token_quota` on plans + per-user override; calendar-month aggregation from `PromptMetric`; warn/block when reported token totals exceed cap. Null provider usage never fabricated as 0; tracked via `turns_missing_token_usage`.
- **#16 Token API exposure**: `tokens_in` / `tokens_out` on conversation + prompt serializers (null when unknown). `GET /api/finance/subscription/` returns plan + usage snapshot for the FE.
- Checkout defaults to **Founders**; Stripe paid webhooks assign Founders. Registration/OAuth redeem Backer whitelist and return `needs_checkout`.

Companion FE PR: `chat_web_app` branch `feature/plans-quotas-token-usage`.

## Test plan
- [ ] `manage.py migrate` seeds five plans; admin can add Backer emails
- [ ] Public `GET /api/finance/plans/` returns only Founders
- [ ] Register with Backer email → active Backer, `needs_checkout=false`, checkout rejected
- [ ] Founders checkout + paid webhook → active Founders subscription
- [ ] Chat turn blocked without subscription / when prompt window exceeded / when token period exceeded
- [ ] Standard plan denies image feature; Pro/Founders/Backer allow
- [ ] Conversation/prompt API returns `null` tokens when unreported, sums when present
- [ ] `finance.tests.test_plans_quotas` + existing finance/checkout tests passReviewed-on: #37
2026-07-31 04:24:20 -07:00
westfarn 67f16565e9 Add Stripe Customer Portal session API for account billing (#35)
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## Summary
- Companion to [chat_web_app#33](ai_ml_operations/chat_web_app#33) (Account billing + Customer Portal)
- Follow-on from finance MVP [#21](#21): add authenticated `POST /api/finance/portal/` that creates a Stripe Billing Portal session and returns `portal_url`
- Resolve Stripe customer from the user's latest `Invoice.stripe_customer_id`; return `400` when missing (user must complete Checkout first)
- Document `STRIPE_PORTAL_RETURN_URL` (default `{FRONTEND_BASE_URL}/account/`) in settings + env examples

## Test plan
- [ ] `manage.py test finance.tests.test_portal finance.tests.test_checkout`
- [ ] Authenticated portal create with invoice that has `stripe_customer_id` → `201` + `portal_url`
- [ ] No customer / unpaid user → `400` with clear detail
- [ ] Missing `STRIPE_SECRET_KEY` → `503`
- [ ] Unauthenticated → `401`
- [ ] Custom `return_url` in body overrides default portal return URLReviewed-on: #35
2026-07-31 03:54:28 -07:00
westfarn ad44359804 Add finance app with Stripe Checkout subscriptions (#21) (#23)
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## Summary
- Closes #21 — new Django `finance` app with Stripe as payment provider
- Subscription price defaults to **$10 USD / month** via `SUBSCRIPTION_PRICE_AMOUNT_CENTS = 1000` in `settings.py` (env-overridable)
- Persists **Invoice** and **Payment** rows; both registered in Django admin (with payment inline on invoices)
- Checkout Session API redirects users to Stripe hosted payment; webhook verifies signatures and upserts ledger idempotently

## API
- `POST /api/finance/checkout/` — JWT auth → `{ checkout_url, session_id }`
- `GET /api/finance/invoices/` / `GET /api/finance/payments/` — own records
- `POST /api/finance/webhooks/stripe/` — Stripe signature-verified webhook

## Config
Documented in `.env.example` / `.env.prod.example`:
`STRIPE_SECRET_KEY`, `STRIPE_PUBLISHABLE_KEY`, `STRIPE_WEBHOOK_SECRET`, optional `STRIPE_PRICE_ID`, `FRONTEND_BASE_URL`

## Test plan
- [x] `uv run python manage.py test finance` (17 tests)
- [ ] Set Stripe test keys locally; create checkout session; complete payment in Stripe test mode
- [ ] Confirm Invoice/Payment appear in `/admin/`
- [ ] Point Stripe webhook to `/api/finance/webhooks/stripe/` and verify `checkout.session.completed` / `invoice.paid`Reviewed-on: #23
2026-07-26 17:35:06 -07:00