Commit Graph

21 Commits

Author SHA1 Message Date
Dries Peeters 65f5b58638 docs(oidc): document JWE limitation and Authentik Encryption Key (fixes #566)
- Add Authentik to provider notes: leave Encryption Key empty; JWE not supported
- Add troubleshooting entry for 'SSO failed' with unsupported algorithm/encrypted token
- Mention reason=unsupported_algorithm_or_jwe in callback redirect log examples
2026-03-12 21:32:40 +01:00
Dries Peeters 846592cbe9 feat(docker): configurable nginx host ports via HTTP_PORT and HTTPS_PORT
Allow overriding nginx port mappings with environment variables so users behind a reverse proxy (Nginx Proxy Manager, Traefik, etc.) or with 80/443 already in use can deploy without editing docker-compose.yml.

- docker-compose.yml: use \:80 and \:443
- env.example: document HTTP_PORT and HTTPS_PORT with example
- DOCKER_COMPOSE_SETUP.md: add Docker/nginx ports to env reference

Closes #553
2026-03-09 20:33:40 +01:00
Dries Peeters 2e1c18a345 feat(invoicing): add Factur-X CII export validation and transport guidance
Switch embedded invoice PDFs to Factur-X CII payloads and tighten the PDF/A-3 and AS4 handling so exports better match the standards they advertise. Document the experimental native Peppol transport path and cover the new validation and embedding behavior with focused tests.
2026-03-06 22:15:29 +01:00
Dries Peeters 777d6ad3bf fix(invoicing): harden PEPPOL transport and PDF/A-3 export compliance
Implement native PEPPOL transport plumbing (identifier validation, SMP/SML discovery, and AS4 send path) and make ZUGFeRD/PDF export fail fast when embedding or PDF/A-3 normalization fails. Add settings, migrations, validators, tests, and docs so compliance issues are visible and verifiable.
2026-03-02 20:55:02 +01:00
Dries Peeters 552675ff55 fix(invoicing): ZUGFeRD/EN 16931 PDF and UBL fixes (Discussion #433)
- UBL: add unitCode C62 to InvoicedQuantity (required by EN 16931 / Peppol BR-CL-23)
- ZugFerd: attach XML as Associated File with relationship Alternative
- ZugFerd: inject ZUGFeRD XMP RDF for validators
- Docs: document AF/XMP, PDF/A-3 limitation, and validation (b2brouter, portinvoice)
- Tests: assert UBL contains InvoicedQuantity with unitCode in ZugFerd and Peppol tests
2026-03-01 07:36:18 +01:00
Dries Peeters 0a4b29c50d feat: add development-only data seeding with inventory and finance
- Add run_seed() in app/utils/seed_dev_data.py: users, clients, projects,
  tasks, time entries, expenses, comments, warehouses, stock items,
  warehouse stock, stock movements, currencies, tax rules, invoices,
  invoice items, and payments. Only runs when FLASK_ENV=development.
- Register 'flask seed' CLI command with options (users, clients,
  projects-per-client, tasks-per-project, days-back).
- Add scripts/seed-dev-data.py and docker/seed-dev-data.sh for local
  and Docker runs. Include seed scripts in image via Dockerfile chmod.
- Document in docs/development/SEED_DEV_DATA.md; update
  DATABASE_RECOVERY.md, DOCKER_COMPOSE_SETUP.md, and development README.
2026-02-20 09:28:30 +01:00
Dries Peeters b0809e2f90 feat(invoicing): add ZugFerd/Factur-X support and document Peppol & ZugFerd
- Add optional embedding of EN 16931 UBL XML in invoice PDFs (ZugFerd/Factur-X)
  when 'Embed EN 16931 XML in invoice PDFs' is enabled in Admin > Peppol e-Invoicing.
  Exported PDFs then contain ZUGFeRD-invoice.xml for hybrid human- and machine-readable
  invoices; same UBL as Peppol, usable via Peppol or email.
- New setting invoices_zugferd_pdf (migration 128), pikepdf dependency, and
  app.utils.zugferd helper (best-effort supplier/customer from Settings and client).
- Wire embed in export_invoice_pdf (and fallback path); admin checkbox and persistence.
- Docs: PEPPOL_EINVOICING.md retitled to 'Peppol and ZugFerd', new section for
  ZugFerd embedding; README and CHANGELOG updated; migration 128 noted.
- Tests: test_zugferd.py (embed adds attachment with expected XML; invalid PDF
  returns original bytes and error).
2026-02-16 07:36:49 +01:00
Dries Peeters 93d1111791 Promote Support & Purchase Key page across app and docs
Make https://timetracker.drytrix.com/support.html visible so users can purchase a key to hide donate/support UI (one key per instance, €25 one-time).

- Add SUPPORT_PURCHASE_URL config and support_purchase_url in template context
- Donate page: 'Remove Donation Messages' section and CTA, link in Other Ways to Help
- Admin Settings: Support visibility copy and 'Get key at Support & Purchase' button
- User Settings: line and link for admins to purchase a key
- Support banner: 'Purchase key to hide' link
- Dashboard widget: 'Want to hide this widget? Purchase a key'
- README: Support section bullet and intro line for support/purchase key
- SUPPORT_VISIBILITY.md: 'How to get a code' subsection, issuing codes note
- docs/README.md: Support visibility in Configuration with purchase link
- messages.po: add new translatable strings
2026-02-14 22:14:57 +01:00
Dries Peeters a7f2fec930 feat(support): system-wide support visibility (admin-only)
- Add Settings.donate_ui_hidden and migration 122; admin verify in Admin → Settings
- Support visibility section in admin settings: System ID, code input, Verify and hide for everyone
- New route POST /admin/settings/verify-donate-hide-code (Ed25519 or HMAC) sets donate_ui_hidden
- Templates (base, dashboard, about, help) hide donate UI when settings.donate_ui_hidden
- User settings: remove per-user code/System ID block; add note that admins configure in Admin → Settings
- Config: DONATE_HIDE_PUBLIC_KEY_PEM / _FILE and HMAC fallback; refuse private key PEM
- Dockerfile: set DONATE_HIDE_PUBLIC_KEY_FILE=/app/donate_hide_public.pem
- .gitignore: docs/internal/, scripts/generate_donate_hide_code.py, donate_hide_private.pem
- Update SUPPORT_VISIBILITY.md for system-wide flow and admin-only setup

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-02-08 14:00:30 +01:00
Dries Peeters 91685bb9c6 feat: allow users to hide donate/support UI via verified code
- Add Support visibility in Settings: users see a stable System ID and can
  enter a code to permanently hide donate buttons, support banner, and
  donate widgets.
- Verification supports two modes:
  - Ed25519: server stores only public key; codes are signatures generated
    offline with the private key (no secret on server).
  - HMAC: server stores a secret; code = HMAC(secret, system_id).
- Add User.ui_show_donate and Settings.system_instance_id (migration 121).
- Add donate_hide_code utility (HMAC + Ed25519 verify) and config for
  DONATE_HIDE_PUBLIC_KEY(_FILE) and DONATE_HIDE_UNLOCK_SECRET(_FILE).
- Wrap all donate UI in base, dashboard, about, help with conditional.
- Add admin doc SUPPORT_VISIBILITY.md; ignore docs/internal/ and
  code-generation script in .gitignore.
- Add translations for new strings.

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-02-08 11:11:03 +01:00
Dries Peeters 7b26880626 docs: clarify default admin password and self-register behavior
- Document that the default admin has no password; users set it on first
  login (8+ characters) with AUTH_METHOD=local
- Add security note: self-register creates app users from entered
  credentials only, not from DATABASE_URL; avoid using the DB username
  (e.g. timetracker) as an app username
- Add "What is the default admin password?" to Common Questions
- Update GETTING_STARTED, DOCKER_COMPOSE_SETUP, DOCKER_STARTUP_TROUBLESHOOTING,
  and env.example
2026-02-07 08:14:23 +01:00
Dries Peeters d143cff752 Improve mobile + public-URL support and document nginx for public domain
- Config: clarify WTF_CSRF_TRUSTED_ORIGINS comment (include exact client URL)
- Mobile: README troubleshooting for DDNS/cert errors and subpath base URL
- Mobile: login screen helper text for exact URL and "Yes, trust" for certs
- Mobile: 404 diagnostics suggest using full base URL when app is at a subpath
- Docs: add NGINX_PUBLIC_DOMAIN.md (Docker vs host nginx, why /api/v1 404)
- Nginx: add example-public-domain.conf for exposing app at a public domain
2026-02-07 08:13:11 +01:00
Dries Peeters 1529a2d498 fix(oidc): resolve redirect loop with Authelia and improve callback diagnostics
- Add issuer fallback from OIDC_ISSUER when userinfo lacks iss (fixes Authelia)
- Fallback to unverified id_token decode for iss when ID token parsing failed
- Wrap authorize_access_token() in dedicated try/except; log token_exchange_failed
  and suggest session cookie/proxy checks when state or PKCE validation fails
- Log reason=... before every redirect to login in callback for easier debugging
- Add 'Redirect loop / callback returns to login' troubleshooting to OIDC_SETUP.md

Fixes #486

Co-authored-by: Cursor <cursoragent@cursor.com>
2026-02-02 20:30:26 +01:00
Dries Peeters a15eb0c97a Add setting to make all invoices PEPPOL compliant
- Add invoices_peppol_compliant in Settings (Admin > Peppol e-Invoicing).
  When on: PDFs include seller/buyer PEPPOL identifiers; invoice view
  shows warnings for missing company/client PEPPOL data; UBL gets
  mandatory BIS Billing 3.0 elements.

- UBL: add InvoiceTypeCode 380 and BuyerReference (buyer_reference,
  project name, or invoice number).

- Optional buyer_reference on Invoice and create/edit forms (PEPPOL BT-10).

- Download UBL route and button when client is PEPPOL-ready and
  invoices_peppol_compliant or peppol_enabled.

- Migrations: 112 (settings.invoices_peppol_compliant),
  113 (invoices.buyer_reference).

- Update PEPPOL_EINVOICING.md; extend test_peppol_service UBL checks.
2026-01-21 15:13:26 +01:00
Dries Peeters 3c433e2593 Add comprehensive documentation for build process and branding
- Add build troubleshooting and Windows-specific guides
- Document branding guidelines and asset management
- Add desktop build configuration documentation
- Include symlink and OneDrive fix guides
- Add code signing and permissions documentation
- Document quick start guides for various scenarios
2026-01-11 20:51:32 +01:00
Dries Peeters 1469a565de feat: improve Docker compose setup and HTTPS certificate generation
- Update docker-compose files with improved service configuration
- Add Dockerfile.certgen for automated certificate generation
- Enhance HTTPS auto-setup documentation
- Update Docker compose setup documentation
2026-01-07 20:04:46 +01:00
Dries Peeters 44b5a3ac16 feat: enhance OIDC metadata fetching with DNS resolution strategies
- Add multiple DNS resolution strategies (socket, getaddrinfo, auto)
- Implement IP address caching with TTL for improved performance
- Add retry logic with exponential backoff for metadata fetching
- Support Docker internal service name resolution
- Add connection pooling and optimized HTTP session handling
- Improve error classification and diagnostics
- Add comprehensive OIDC configuration options in config.py
- Update OIDC initialization in app factory with lazy loading support
- Add background metadata refresh scheduling
- Update documentation with troubleshooting guide and setup instructions
2026-01-07 20:04:43 +01:00
Dries Peeters 753b98d272 feat: add Peppol e-invoicing and stock lot valuation
Add Peppol BIS Billing 3.0 (UBL) invoice sending via a configurable access point, including admin-configurable settings, per-invoice send history, and documentation/README updates.

Also introduce stock lots/allocations (valuation layers) with supporting inventory route/report/UI updates and hardened startup migration handling.
2026-01-03 07:00:30 +01:00
Dries Peeters b081e6d2dc Fix backup storage path in Docker
Default admin backups to a writable, configurable folder (BACKUP_FOLDER/BACKUP_DIR, defaulting to /data/uploads/backups) to avoid permission denied errors in non-root containers.

Also update local-test compose and docs to reflect the backup location.
2026-01-02 07:39:04 +01:00
Dries Peeters d3f7fb8998 docs: Add troubleshooting for PostgreSQL init and ADMIN_USERNAMES behavior
Addresses user deployment issues:
1. PostgreSQL database tables not being created automatically
2. Authentication issues when using multiple admin usernames

Documentation improvements:
- Added comprehensive troubleshooting sections for PostgreSQL database initialization
- Clarified that only the first username in ADMIN_USERNAMES is auto-created during initialization
- Documented that additional admin usernames must self-register or be created manually
- Added step-by-step solutions for both issues

Code improvements:
- Fixed whitespace handling in ADMIN_USERNAMES parsing (strip whitespace from all usernames)
- Fixed whitespace handling in all database initialization scripts to properly strip the first admin username
- Ensured consistent behavior across all initialization paths

Files updated:
- All Docker setup documentation files
- Configuration documentation
- README and env.example
- Database initialization scripts
- Config parsing logic
2025-12-29 08:00:26 +01:00
Dries Peeters 29f7186ee8 docs: Reorganize documentation structure for better navigation
Complete reorganization of project documentation to improve discoverability,
navigation, and maintainability. All documentation has been restructured into
a clear, role-based hierarchy.

## Major Changes

### New Directory Structure
- Created `docs/api/` for API documentation
- Created `docs/admin/` with subdirectories:
  - `admin/configuration/` - Configuration guides
  - `admin/deployment/` - Deployment guides
  - `admin/security/` - Security documentation
  - `admin/monitoring/` - Monitoring and analytics
- Created `docs/development/` for developer documentation
- Created `docs/guides/` for user-facing guides
- Created `docs/reports/` for analysis reports and summaries
- Created `docs/changelog/` for detailed changelog entries (ready for future use)

### File Organization

#### Moved from Root Directory (40+ files)
- Implementation notes → `docs/implementation-notes/`
- Test reports → `docs/testing/`
- Analysis reports → `docs/reports/`
- User guides → `docs/guides/`

#### Reorganized within docs/
- API documentation → `docs/api/`
- Administrator documentation → `docs/admin/` (with subdirectories)
- Developer documentation → `docs/development/`
- Security documentation → `docs/admin/security/`
- Telemetry documentation → `docs/admin/monitoring/`

### Documentation Updates

#### docs/README.md
- Complete rewrite with improved navigation
- Added visual documentation map
- Organized by role (Users, Administrators, Developers)
- Better categorization and quick links
- Updated all internal links to new structure

#### README.md (root)
- Updated all documentation links to reflect new structure
- Fixed 8 broken links

#### app/templates/main/help.html
- Enhanced "Where can I get additional help?" section
- Added links to new documentation structure
- Added documentation index link
- Added admin documentation link for administrators
- Improved footer with organized documentation links
- Added "Complete Documentation" section with role-based links

### New Index Files
- Created README.md files for all new directories:
  - `docs/api/README.md`
  - `docs/guides/README.md`
  - `docs/reports/README.md`
  - `docs/development/README.md`
  - `docs/admin/README.md`

### Cleanup
- Removed empty `docs/security/` directory (moved to `admin/security/`)
- Removed empty `docs/telemetry/` directory (moved to `admin/monitoring/`)
- Root directory now only contains: README.md, CHANGELOG.md, LICENSE

## Results

**Before:**
- 45+ markdown files cluttering root directory
- Documentation scattered across root and docs/
- Difficult to find relevant documentation
- No clear organization structure

**After:**
- 3 files in root directory (README, CHANGELOG, LICENSE)
- Clear directory structure organized by purpose and audience
- Easy navigation with role-based organization
- All documentation properly categorized
- Improved discoverability

## Benefits

1. Better Organization - Documentation grouped by purpose and audience
2. Easier Navigation - Role-based sections (Users, Admins, Developers)
3. Improved Discoverability - Clear structure with README files in each directory
4. Cleaner Root - Only essential files at project root
5. Maintainability - Easier to add and organize new documentation

## Files Changed

- 40+ files moved from root to appropriate docs/ subdirectories
- 15+ files reorganized within docs/
- 3 major documentation files updated (docs/README.md, README.md, help.html)
- 5 new README index files created
- 2 empty directories removed

All internal links have been updated to reflect the new structure.
2025-12-14 07:56:07 +01:00