EZOFISOCR / IMPLEMENTATION_COMPLETE.md
Seth
Merge remote changes, keeping API key implementation
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βœ… Firebase + OTP Authentication Implementation Complete

All code changes have been applied successfully! Here are the next steps you need to follow:

πŸ“‹ Implementation Summary

βœ… Backend Changes (Completed)

  • βœ… Updated requirements.txt with Firebase Admin SDK
  • βœ… Updated models.py - User model now supports Firebase and OTP auth methods
  • βœ… Created email_validator.py - Business email validation
  • βœ… Created firebase_auth.py - Firebase token verification
  • βœ… Created brevo_service.py - Brevo email service for OTP
  • βœ… Created otp_service.py - OTP generation and verification
  • βœ… Updated auth_routes.py - New endpoints for Firebase and OTP login

βœ… Frontend Changes (Completed)

  • βœ… Updated package.json with Firebase SDK
  • βœ… Created config/firebase.js - Firebase configuration
  • βœ… Updated services/auth.js - Firebase and OTP auth functions
  • βœ… Updated contexts/AuthContext.jsx - Firebase and OTP support
  • βœ… Created components/auth/LoginForm.jsx - Login UI with both options
  • βœ… Updated App.jsx - Integrated LoginForm component

πŸš€ Next Steps (YOU NEED TO DO THESE)

Step 1: Install Dependencies

Backend:

cd backend
pip install -r requirements.txt

Frontend:

cd frontend
npm install

Step 2: Set Up Firebase

  1. Create Firebase Project:

  2. Enable Google Authentication:

    • In Firebase Console β†’ Authentication β†’ Sign-in method
    • Enable "Google" provider
    • Set project support email
  3. Get Web App Config:

    • Project Settings β†’ Your apps β†’ Add Web app
    • Copy the config values
  4. Get Service Account Key:

    • Project Settings β†’ Service accounts
    • Click "Generate new private key"
    • Download the JSON file
  5. Set Frontend Environment Variables: Create frontend/.env:

    VITE_FIREBASE_API_KEY=your-api-key-here
    VITE_FIREBASE_AUTH_DOMAIN=your-project.firebaseapp.com
    VITE_FIREBASE_PROJECT_ID=your-project-id
    VITE_FIREBASE_STORAGE_BUCKET=your-project.appspot.com
    VITE_FIREBASE_MESSAGING_SENDER_ID=your-sender-id
    VITE_FIREBASE_APP_ID=your-app-id
    VITE_API_BASE_URL=http://localhost:7860
    
  6. Set Backend Environment Variables: Option A (JSON file path):

    FIREBASE_SERVICE_ACCOUNT_KEY=/path/to/service-account-key.json
    

    Option B (JSON string - recommended for Docker):

    FIREBASE_SERVICE_ACCOUNT_JSON='{"type":"service_account","project_id":"...","private_key":"...","client_email":"..."}'
    

    (Copy the entire JSON content from the downloaded file)


Step 3: Set Up Brevo

  1. Create Brevo Account:

  2. Get API Key:

    • Settings β†’ API Keys
    • Generate new API key
    • Copy the key (starts with xkeysib-)
  3. Verify Sender Email:

    • Senders & IP β†’ Senders
    • Add sender email (e.g., noreply@yourdomain.com)
    • Verify via email
  4. Set Backend Environment Variables:

    BREVO_API_KEY=xkeysib-your-api-key-here
    BREVO_SENDER_EMAIL=noreply@yourdomain.com
    BREVO_SENDER_NAME=EZOFIS AI
    

Step 4: Set JWT Secret

Generate a secure random key:

# Linux/Mac
openssl rand -hex 32

# Or Python
python -c "import secrets; print(secrets.token_hex(32))"

Set environment variable:

JWT_SECRET_KEY=your-generated-secret-key-here

Step 5: Set Frontend URL

FRONTEND_URL=http://localhost:5173  # Development
# OR
FRONTEND_URL=https://your-domain.com  # Production

Step 6: Database Migration

If you have existing data:

  • The new schema will be created automatically
  • Existing extractions table needs user_id column
  • You may need to assign existing records to a default user

For fresh start (recommended for development):

  • Delete data/app.db (if exists)
  • Restart application - tables will be recreated

Step 7: Test the Implementation

  1. Start Backend:

    cd backend
    uvicorn app.main:app --reload --port 7860
    
  2. Start Frontend:

    cd frontend
    npm run dev
    
  3. Test Firebase Login:

    • Navigate to http://localhost:5173
    • Click "Google Sign In" tab
    • Sign in with business Google account
    • Should redirect to dashboard
  4. Test OTP Login:

    • Click "Email / OTP" tab
    • Enter business email
    • Click "Send OTP"
    • Check email for OTP code
    • Enter OTP and verify
    • Should redirect to dashboard
  5. Test Business Email Validation:

    • Try personal Gmail account β†’ Should be blocked
    • Try OTP with personal email β†’ Should be blocked

πŸ“ Environment Variables Checklist

Backend (.env or system environment)

  • FIREBASE_SERVICE_ACCOUNT_JSON or FIREBASE_SERVICE_ACCOUNT_KEY
  • BREVO_API_KEY
  • BREVO_SENDER_EMAIL
  • BREVO_SENDER_NAME
  • JWT_SECRET_KEY
  • FRONTEND_URL

Frontend (.env)

  • VITE_FIREBASE_API_KEY
  • VITE_FIREBASE_AUTH_DOMAIN
  • VITE_FIREBASE_PROJECT_ID
  • VITE_FIREBASE_STORAGE_BUCKET
  • VITE_FIREBASE_MESSAGING_SENDER_ID
  • VITE_FIREBASE_APP_ID
  • VITE_API_BASE_URL

πŸ”’ Security Reminders

  1. βœ… Never commit API keys or secrets to git
  2. βœ… Use .env files (add to .gitignore)
  3. βœ… Business email validation is enforced on both frontend and backend
  4. βœ… JWT tokens expire after 7 days
  5. βœ… OTP codes expire after 10 minutes
  6. βœ… Maximum 5 OTP verification attempts

πŸ“š Documentation


⚠️ Important Notes

  1. Database Schema Change:

    • User model changed from google_id (required) to firebase_uid (optional)
    • If you have existing users, you'll need to migrate the data
    • For development, deleting data/app.db is the easiest option
  2. Business Email Validation:

    • Personal email domains are blocked (Gmail, Yahoo, Outlook, etc.)
    • Validation happens on both frontend and backend
    • Users must use their work/corporate email addresses
  3. OTP Storage:

    • Currently stored in memory (works for single server)
    • For production with multiple servers, consider using Redis

πŸŽ‰ You're All Set!

Once you complete the setup steps above, your application will have:

  • βœ… Firebase Google Sign-in (no OAuth credentials needed!)
  • βœ… Email/OTP authentication via Brevo
  • βœ… Business email validation
  • βœ… User-specific data isolation
  • βœ… Secure JWT token authentication

Good luck! πŸš€

=======

βœ… Firebase + OTP Authentication Implementation Complete

All code changes have been applied successfully! Here are the next steps you need to follow:

πŸ“‹ Implementation Summary

βœ… Backend Changes (Completed)

  • βœ… Updated requirements.txt with Firebase Admin SDK
  • βœ… Updated models.py - User model now supports Firebase and OTP auth methods
  • βœ… Created email_validator.py - Business email validation
  • βœ… Created firebase_auth.py - Firebase token verification
  • βœ… Created brevo_service.py - Brevo email service for OTP
  • βœ… Created otp_service.py - OTP generation and verification
  • βœ… Updated auth_routes.py - New endpoints for Firebase and OTP login

βœ… Frontend Changes (Completed)

  • βœ… Updated package.json with Firebase SDK
  • βœ… Created config/firebase.js - Firebase configuration
  • βœ… Updated services/auth.js - Firebase and OTP auth functions
  • βœ… Updated contexts/AuthContext.jsx - Firebase and OTP support
  • βœ… Created components/auth/LoginForm.jsx - Login UI with both options
  • βœ… Updated App.jsx - Integrated LoginForm component

πŸš€ Next Steps (YOU NEED TO DO THESE)

Step 1: Install Dependencies

Backend:

cd backend
pip install -r requirements.txt

Frontend:

cd frontend
npm install

Step 2: Set Up Firebase

  1. Create Firebase Project:

  2. Enable Google Authentication:

    • In Firebase Console β†’ Authentication β†’ Sign-in method
    • Enable "Google" provider
    • Set project support email
  3. Get Web App Config:

    • Project Settings β†’ Your apps β†’ Add Web app
    • Copy the config values
  4. Get Service Account Key:

    • Project Settings β†’ Service accounts
    • Click "Generate new private key"
    • Download the JSON file
  5. Set Frontend Environment Variables: Create frontend/.env:

    VITE_FIREBASE_API_KEY=your-api-key-here
    VITE_FIREBASE_AUTH_DOMAIN=your-project.firebaseapp.com
    VITE_FIREBASE_PROJECT_ID=your-project-id
    VITE_FIREBASE_STORAGE_BUCKET=your-project.appspot.com
    VITE_FIREBASE_MESSAGING_SENDER_ID=your-sender-id
    VITE_FIREBASE_APP_ID=your-app-id
    VITE_API_BASE_URL=http://localhost:7860
    
  6. Set Backend Environment Variables: Option A (JSON file path):

    FIREBASE_SERVICE_ACCOUNT_KEY=/path/to/service-account-key.json
    

    Option B (JSON string - recommended for Docker):

    FIREBASE_SERVICE_ACCOUNT_JSON='{"type":"service_account","project_id":"...","private_key":"...","client_email":"..."}'
    

    (Copy the entire JSON content from the downloaded file)


Step 3: Set Up Brevo

  1. Create Brevo Account:

  2. Get API Key:

    • Settings β†’ API Keys
    • Generate new API key
    • Copy the key (starts with xkeysib-)
  3. Verify Sender Email:

    • Senders & IP β†’ Senders
    • Add sender email (e.g., noreply@yourdomain.com)
    • Verify via email
  4. Set Backend Environment Variables:

    BREVO_API_KEY=xkeysib-your-api-key-here
    BREVO_SENDER_EMAIL=noreply@yourdomain.com
    BREVO_SENDER_NAME=EZOFIS AI
    

Step 4: Set JWT Secret

Generate a secure random key:

# Linux/Mac
openssl rand -hex 32

# Or Python
python -c "import secrets; print(secrets.token_hex(32))"

Set environment variable:

JWT_SECRET_KEY=your-generated-secret-key-here

Step 5: Set Frontend URL

FRONTEND_URL=http://localhost:5173  # Development
# OR
FRONTEND_URL=https://your-domain.com  # Production

Step 6: Database Migration

If you have existing data:

  • The new schema will be created automatically
  • Existing extractions table needs user_id column
  • You may need to assign existing records to a default user

For fresh start (recommended for development):

  • Delete data/app.db (if exists)
  • Restart application - tables will be recreated

Step 7: Test the Implementation

  1. Start Backend:

    cd backend
    uvicorn app.main:app --reload --port 7860
    
  2. Start Frontend:

    cd frontend
    npm run dev
    
  3. Test Firebase Login:

    • Navigate to http://localhost:5173
    • Click "Google Sign In" tab
    • Sign in with business Google account
    • Should redirect to dashboard
  4. Test OTP Login:

    • Click "Email / OTP" tab
    • Enter business email
    • Click "Send OTP"
    • Check email for OTP code
    • Enter OTP and verify
    • Should redirect to dashboard
  5. Test Business Email Validation:

    • Try personal Gmail account β†’ Should be blocked
    • Try OTP with personal email β†’ Should be blocked

πŸ“ Environment Variables Checklist

Backend (.env or system environment)

  • FIREBASE_SERVICE_ACCOUNT_JSON or FIREBASE_SERVICE_ACCOUNT_KEY
  • BREVO_API_KEY
  • BREVO_SENDER_EMAIL
  • BREVO_SENDER_NAME
  • JWT_SECRET_KEY
  • FRONTEND_URL

Frontend (.env)

  • VITE_FIREBASE_API_KEY
  • VITE_FIREBASE_AUTH_DOMAIN
  • VITE_FIREBASE_PROJECT_ID
  • VITE_FIREBASE_STORAGE_BUCKET
  • VITE_FIREBASE_MESSAGING_SENDER_ID
  • VITE_FIREBASE_APP_ID
  • VITE_API_BASE_URL

πŸ”’ Security Reminders

  1. βœ… Never commit API keys or secrets to git
  2. βœ… Use .env files (add to .gitignore)
  3. βœ… Business email validation is enforced on both frontend and backend
  4. βœ… JWT tokens expire after 7 days
  5. βœ… OTP codes expire after 10 minutes
  6. βœ… Maximum 5 OTP verification attempts

πŸ“š Documentation


⚠️ Important Notes

  1. Database Schema Change:

    • User model changed from google_id (required) to firebase_uid (optional)
    • If you have existing users, you'll need to migrate the data
    • For development, deleting data/app.db is the easiest option
  2. Business Email Validation:

    • Personal email domains are blocked (Gmail, Yahoo, Outlook, etc.)
    • Validation happens on both frontend and backend
    • Users must use their work/corporate email addresses
  3. OTP Storage:

    • Currently stored in memory (works for single server)
    • For production with multiple servers, consider using Redis

πŸŽ‰ You're All Set!

Once you complete the setup steps above, your application will have:

  • βœ… Firebase Google Sign-in (no OAuth credentials needed!)
  • βœ… Email/OTP authentication via Brevo
  • βœ… Business email validation
  • βœ… User-specific data isolation
  • βœ… Secure JWT token authentication

Good luck! πŸš€

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