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Summary

Adds the Admin UI dropdown for configuring the brand_manifest_policy that was implemented in PR #663.

Changes

Admin UI Template (templates/tenant_settings.html)

  • Added "Brand Manifest Policy" section in Policies & Workflows
  • Dropdown with 3 options: require_auth (default), require_brand, public
  • Detailed help text explaining each option

Backend Handler (src/admin/blueprints/settings.py)

  • Saves the policy value to tenant.brand_manifest_policy
  • Validates input is one of the three allowed values

Documentation (docs/brand-manifest-policy.md)

  • Complete guide on configuration methods (UI, SQL, script, Fly.io)
  • Explains when to use each policy option

Update Script (scripts/update_brand_manifest_policy.py)

  • Batch update tool for setting all tenants to require_auth
  • Useful for production deployments

How to Use

Via Admin UI:

  1. Admin UI → Tenant Settings → Policies & Workflows
  2. Find Brand Manifest Policy dropdown
  3. Select "🔐 Require Authentication (brand_manifest optional)"
  4. Save

Policy Options

  • 🔐 require_auth (default): Auth required, brand_manifest optional - Best for testing and standard B2B
  • 🔒 require_brand: Auth + brand_manifest required (strictest) - For bespoke products
  • 🌐 public: No auth required, no pricing shown - For public browsing

Testing

  • ✅ All unit tests pass (937 passed)
  • ✅ All integration tests pass (38 passed)
  • ✅ All integration_v2 tests pass (28 passed)

This completes the brand_manifest_policy system. The backend was implemented in PR #663, and this PR adds the UI configuration piece.

Related: #663

The brand_manifest_policy system (added in PR #663) allows per-tenant
configuration of when brand_manifest is required:

- require_auth: Auth required, brand_manifest optional (default)
- require_brand: Auth + brand_manifest required (strictest)
- public: No auth required (no pricing shown)

This commit adds:
- Documentation explaining the three policy options
- Python script to update all tenants to require_auth
- Instructions for updating via Admin UI, SQL, or Fly.io

To make brand_manifest optional for testing, simply set the tenant's
brand_manifest_policy to 'require_auth' instead of 'require_brand'.

Related: PR #663
Add UI dropdown in Policies & Workflows section to configure brand_manifest_policy.

The brand_manifest_policy system was added in PR #663 with three options:
- require_auth (default): Auth required, brand_manifest optional
- require_brand: Auth + brand_manifest required (strictest)
- public: No auth required, no pricing shown

This PR adds the missing UI piece so admins can configure the policy:

Changes:
- Added dropdown to tenant_settings.html in Policies & Workflows section
- Added backend handling in settings.py to save the policy value
- Added documentation in docs/brand-manifest-policy.md
- Added script to batch update tenants: scripts/update_brand_manifest_policy.py

Usage:
Admin UI → Tenant Settings → Policies & Workflows → Brand Manifest Policy

Related: PR #663 (original implementation)
@bokelley bokelley merged commit 55d2414 into main Nov 10, 2025
9 checks passed
danf-newton pushed a commit to Newton-Research-Inc/salesagent that referenced this pull request Nov 24, 2025
…ol#726)

* docs: Add brand manifest policy configuration docs and update script

The brand_manifest_policy system (added in PR adcontextprotocol#663) allows per-tenant
configuration of when brand_manifest is required:

- require_auth: Auth required, brand_manifest optional (default)
- require_brand: Auth + brand_manifest required (strictest)
- public: No auth required (no pricing shown)

This commit adds:
- Documentation explaining the three policy options
- Python script to update all tenants to require_auth
- Instructions for updating via Admin UI, SQL, or Fly.io

To make brand_manifest optional for testing, simply set the tenant's
brand_manifest_policy to 'require_auth' instead of 'require_brand'.

Related: PR adcontextprotocol#663

* feat: Add brand manifest policy UI dropdown in Admin

Add UI dropdown in Policies & Workflows section to configure brand_manifest_policy.

The brand_manifest_policy system was added in PR adcontextprotocol#663 with three options:
- require_auth (default): Auth required, brand_manifest optional
- require_brand: Auth + brand_manifest required (strictest)
- public: No auth required, no pricing shown

This PR adds the missing UI piece so admins can configure the policy:

Changes:
- Added dropdown to tenant_settings.html in Policies & Workflows section
- Added backend handling in settings.py to save the policy value
- Added documentation in docs/brand-manifest-policy.md
- Added script to batch update tenants: scripts/update_brand_manifest_policy.py

Usage:
Admin UI → Tenant Settings → Policies & Workflows → Brand Manifest Policy

Related: PR adcontextprotocol#663 (original implementation)
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2 participants