Commit Graph

6 Commits

Author SHA1 Message Date
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
4930f6a3e5 feat: add multiple authentication modes support
Add support for four authentication modes via AUTH_METHOD environment variable:
- none: Username-only authentication (no password)
- local: Password authentication required (default)
- oidc: OIDC/Single Sign-On only
- both: OIDC + local password authentication

Key changes:
- Add password_hash column to users table (migration 068)
- Implement password storage and verification in User model
- Update login routes to handle all authentication modes
- Add conditional password fields in login templates
- Support password authentication in kiosk mode
- Allow password changes in user profile when enabled

Password authentication is now enabled by default for better security,
while remaining backward compatible with existing installations.
Users will be prompted to set passwords when required.

Fixes authentication bypass issue where users could access accounts
without passwords even after setting them.
2025-11-28 15:56:01 +01:00
Dries Peeters
69f2c80308 feat: Complete Admin Settings UI and enhance PDF logo reliability
This commit addresses multiple issues with the Admin Settings page and
improves PDF invoice logo embedding for better cross-platform reliability.

## Admin Settings UI - Missing Fields Fixed

The Admin → Settings page was incomplete, showing only basic timer and
regional settings. Added all missing sections:

- User Management: Self-registration toggle with admin username note
- Company Branding: Full company info fields (name, email, phone, website,
  address, tax ID, bank info) plus logo upload with preview
- Invoice Defaults: Prefix, start number, payment terms, and notes
- Backup Settings: Retention days and backup time configuration
- Export Settings: CSV delimiter preference selector
- Privacy & Analytics: Telemetry opt-in with detailed privacy information

The backend was already handling these fields - this was purely a frontend
template issue where form fields were missing.

## Analytics/Telemetry Preference Synchronization

Fixed critical bug where analytics checkbox in Admin Settings only updated
the database but not the InstallationConfig file that the telemetry system
actually reads from. Changes now properly sync both systems:

- On page load: Auto-sync database from InstallationConfig (source of truth)
- On save: Update both database AND InstallationConfig simultaneously
- Added logging for analytics preference changes
- Updated UI references: Initial setup and Telemetry dashboard now point
  to Admin → Settings as the primary location
- Added clear privacy information explaining what data is collected

## PDF Logo Embedding Enhancement

Improved logo reliability in PDF invoices by switching from file:// URIs
to base64 data URIs:

- More reliable across platforms (Windows, Linux, macOS)
- Works consistently in Docker containers
- Self-contained (no filesystem path dependencies)
- Automatic MIME type detection for all formats (PNG, JPG, GIF, SVG, WEBP)
- Graceful fallback to file:// URI if base64 fails
- Added comprehensive debug logging for troubleshooting

## Diagnostic Tools & Documentation

- Created test_logo_pdf.py: Diagnostic script to identify logo issues
- Created LOGO_PDF_TROUBLESHOOTING.md: Comprehensive troubleshooting guide
- Enhanced error messages with debug output throughout logo processing
- Added context passing fixes for PDF template rendering

## Files Changed

### Core Fixes
- app/templates/admin/settings.html: Complete rewrite with all sections
- app/routes/admin.py: InstallationConfig sync for analytics preference
- app/static/uploads/logos/.gitkeep: Ensure logos directory tracked by git

### PDF Logo Enhancement
- app/utils/pdf_generator.py: Base64 encoding + explicit context passing
- app/utils/template_filters.py: get_logo_base64() helper with debug logging
- app/templates/invoices/pdf_default.html: Base64 logo embedding

### Analytics Synchronization
- app/templates/setup/initial_setup.html: Updated settings reference
- app/templates/admin/telemetry.html: Cross-reference to Admin → Settings

### Documentation
- docs/GETTING_STARTED.md: Updated to reflect actual UI behavior
- test_logo_pdf.py: New diagnostic script
- LOGO_PDF_TROUBLESHOOTING.md: New troubleshooting guide

## Testing

Run diagnostic script to verify logo configuration:
2025-10-25 07:23:43 +02:00
Dries Peeters
79e826ced2 feat(tasks,ui): enhance task management UI; update routes; add tests
Improve task workflows and overall UX, and align backend routes with the
new UI flows. Update docs and development setup accordingly.

- UI: refine task list/view/edit templates, project views, and Kanban
  partial (`_kanban_tailwind.html`)
- CSS: polish `app/static/enhanced-ui.css` for spacing, layout, and
  responsiveness
- Routes: update `app/routes/tasks.py` and `app/routes/clients.py` to
  support new edit/delete/filter behaviors and validations
- Templates: align clients/projects pages for consistency and navigation
- Docs: refresh `docs/GETTING_STARTED.md` and
  `docs/TASK_MANAGEMENT_README.md`
- Dev: adjust `docker-compose.yml` and `setup.py` to match the latest
  runtime/build expectations
- Tests: add coverage for delete actions, task project editing, and task
  filters UI (`tests/test_delete_actions.py`,
  `tests/test_task_edit_project.py`,
  `tests/test_tasks_filters_ui.py`); update existing tests

Why:
- Streamlines common task operations and improves discoverability
- Ensures backend and UI are consistent and well-tested
2025-10-21 17:05:00 +02:00
Dries Peeters
330c4f2b5b Update install instructions 2025-10-21 13:00:59 +02:00
Dries Peeters
be06957138 update readme 2025-10-09 14:04:36 +02:00