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:**
```bash
cd backend
pip install -r requirements.txt
```
**Frontend:**
```bash
cd frontend
npm install
```
---
### Step 2: Set Up Firebase
1. **Create Firebase Project:**
- Go to https://console.firebase.google.com/
- Create a new project or use existing one
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`:
```bash
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):
```bash
FIREBASE_SERVICE_ACCOUNT_KEY=/path/to/service-account-key.json
```
Option B (JSON string - recommended for Docker):
```bash
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:**
- Go to https://www.brevo.com/
- Sign up (free tier: 300 emails/day)
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:**
```bash
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:
```bash
# Linux/Mac
openssl rand -hex 32
# Or Python
python -c "import secrets; print(secrets.token_hex(32))"
```
Set environment variable:
```bash
JWT_SECRET_KEY=your-generated-secret-key-here
```
---
### Step 5: Set Frontend URL
```bash
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:**
```bash
cd backend
uvicorn app.main:app --reload --port 7860
```
2. **Start Frontend:**
```bash
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
- **Firebase Setup:** See `FIREBASE_OTP_SETUP.md` for detailed instructions
- **Brevo API:** https://developers.brevo.com/reference/sendtransacemail
---
## ⚠️ 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:**
```bash
cd backend
pip install -r requirements.txt
```
**Frontend:**
```bash
cd frontend
npm install
```
---
### Step 2: Set Up Firebase
1. **Create Firebase Project:**
- Go to https://console.firebase.google.com/
- Create a new project or use existing one
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`:
```bash
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):
```bash
FIREBASE_SERVICE_ACCOUNT_KEY=/path/to/service-account-key.json
```
Option B (JSON string - recommended for Docker):
```bash
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:**
- Go to https://www.brevo.com/
- Sign up (free tier: 300 emails/day)
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:**
```bash
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:
```bash
# Linux/Mac
openssl rand -hex 32
# Or Python
python -c "import secrets; print(secrets.token_hex(32))"
```
Set environment variable:
```bash
JWT_SECRET_KEY=your-generated-secret-key-here
```
---
### Step 5: Set Frontend URL
```bash
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:**
```bash
cd backend
uvicorn app.main:app --reload --port 7860
```
2. **Start Frontend:**
```bash
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
- **Firebase Setup:** See `FIREBASE_OTP_SETUP.md` for detailed instructions
- **Brevo API:** https://developers.brevo.com/reference/sendtransacemail
---
## ⚠️ 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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