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Vibe Files 0.1.6 (pre-release)

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@KisaesDevLab KisaesDevLab released this 05 Nov 09:48

Seventh pre-release of Vibe Files: document management for small CPA and tax firms over a plain client folder tree (Windows, portable).

Pre-release: in use at Kisaes LLC for its two-week live run (PHASES P13). Not yet on winget.

Install

Unzip vibe-files-0.1.6-win64.zip into a folder and run vibe-files.exe. Everything it needs is inside: pdfium (PDF viewing), TWAINDSM (scanning), Tesseract with English data (OCR). Upgrading: replace the exe and DLLs; the data folder and cabinet are kept. Setup and day-to-day operation: Help inside the app, and OPERATIONS.md in the zip.

Verify the download

Get-FileHash vibe-files-0.1.6-win64.zip

must show

File SHA-256
vibe-files-0.1.6-win64.zip 716094ffc1922216e0c0e9f829d935d92ef7cd1d00c6e24a7312e4645b27f4d7
vibe-files.exe (inside) 7f68b05c7d42c52034c0906199029d2d4292ec8d45ae463a4107324edd201af3

(also in SHA256SUMS.txt).

New in 0.1.6

  • Folder import (Admin › Folder import), for adopting an existing client folder tree:
    • Match shows how well each folder matches its client, graded by how close the names are: 90–100% are ticked for you, 60–84% need a look, 50% or less mean something is off. What is ticked for you is unchanged from 0.1.5.
    • Show matches from N% up filters the list; Hide already bound and Hide folders with no match shorten it.
    • Tick all shown / Untick all shown, the Bind box at the top of the column, and Shift-click to tick or untick a run of folders.
    • Ticked folders the filter hides are still imported, and the Import button says how many.
  • Help: Clients and relationships now walks through adopting an existing folder tree step by step: import the client list (it renames nothing), scan, check the matches, tick, optionally rename folders to {Client} ({ID}), import.

Vibe Files 0.1.5 (pre-release)

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@KisaesDevLab KisaesDevLab released this 05 Nov 02:18

Sixth pre-release of Vibe Files: document management for small CPA and tax firms over a plain client folder tree (Windows, portable).

Pre-release: in use at Kisaes LLC for its two-week live run (PHASES P13). Not yet on winget.

Install

Unzip vibe-files-0.1.5-win64.zip into a folder and run vibe-files.exe. Everything it needs is inside: pdfium (PDF viewing), TWAINDSM (scanning), Tesseract with English data (OCR). Upgrading: replace the exe and DLLs; the data folder and cabinet are kept. Setup and day-to-day operation: Help inside the app, and OPERATIONS.md in the zip.

Verify the download

Get-FileHash vibe-files-0.1.5-win64.zip

must show

File SHA-256
vibe-files-0.1.5-win64.zip 15271cb3ce5bcb1acd7d54d8dfb73e177f63689ed4d79e3b3d0af420c4fa2cff
vibe-files.exe (inside) 6f4c4d76ee7f78ceb750fe87be91636ee0f18c9995983fc3575049f93c607369

(also in SHA256SUMS.txt).

New in 0.1.5

  • Fill in PDF forms (Viewer › Form tab)
    • Type into the fields on the page, or in a list of every field by page. Tab moves to the next field; check boxes, option buttons and drop-downs work on the page too.
    • Save writes a new version that stays fillable here and in Acrobat; the previous version is kept. Save as… works too.
    • Save flattened copy writes … (flattened).pdf beside the original with the values burnt in, for the copy you send or sign.
    • Tested on blank IRS fillable forms (1040, Schedule 1, 1099-NEC, 8879, W-4, W-9). Forms that also carry Adobe's XFA data show the typed values in Acrobat.
    • A PDF locked only against changes (an owner password) is filled and saved without that lock. One that needs a password to open can't be filled here.
    • Save on a digitally signed PDF asks first, since saving changes into it makes the signature invalid.
    • The audit trail records how many fields changed, never what was typed.
  • Pages
    • Pages… shows page thumbnails: click to pick pages (click again to drop one, Shift-click for a run), or type them as before.
    • Right-click a page, or its thumbnail in the strip, for Delete page N, Extract page N… and Pages….
    • Flatten now keeps form values another PDF program filled in without drawing them.
  • Fixes
    • The Viewer's right-hand panel no longer slips partly off-screen.
    • Page edits wait until unsaved changes are saved or discarded, so they never land on the wrong pages.
  • Help: new article Filling in forms; Page tools and Viewing a document updated.

Vibe Files 0.1.4 (pre-release)

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@KisaesDevLab KisaesDevLab released this 04 Nov 22:22

Fifth pre-release of Vibe Files: document management for small CPA and tax firms over a plain client folder tree (Windows, portable).

Pre-release: in use at Kisaes LLC for its two-week live run (PHASES P13). Not yet on winget.

Install

Unzip vibe-files-0.1.4-win64.zip into a folder and run vibe-files.exe. Everything it needs is inside: pdfium (PDF viewing), TWAINDSM (scanning), Tesseract with English data (OCR). Upgrading: replace the exe and DLLs; the data folder and cabinet are kept. Setup and day-to-day operation: Help inside the app, and OPERATIONS.md in the zip.

Verify the download

Get-FileHash vibe-files-0.1.4-win64.zip

must show

File SHA-256
vibe-files-0.1.4-win64.zip 45746d4fc3b62ae065de3857ae7e8fe23b273b5968455383b2de04c6e3aa416f
vibe-files.exe (inside) 4edd29e8e991fcb20bb054d97744db7f674e938720bd876fc8b82ee3465ab737

(also in SHA256SUMS.txt).

New in 0.1.4

  • Intake
    • A Preview pane shows the pages of the file you click, beside the queue.
    • Tick several rows to give them one client (Set client…) or one rule (Apply rule…) at once.
    • A client that isn't in the list can be created right from the row with New client…. The row gets the new client straight away.
    • Setup is read-only while the admin password is set and Admin is locked.
    • Batches another PC filed while this one was closed are all recorded now, not just the last one.
    • Includes Filer Desktop 0.2.6. Vibe's print capture stays the one place UltraTax is set up.
  • Browse
    • Hide folders and Hide details give the list more room, and are remembered on each PC.
    • File names are black in light mode and white in dark mode, in semibold.
    • The folder path has its own row.
  • Viewer
    • Insert blank page (in Pages…).
    • Closing a document goes back to Browse.
  • Admin
    • Only the pages that exist are listed.
    • Cancel takes back a document approved for destruction while it waits.
    • Removing the admin password now reaches every synced location.
  • Tip VibeMyFirm in the header opens our Ko-fi page.

License: AGPL-3.0-or-later. Bundled third-party components keep their own licenses (pdfium, TWAINDSM, Tesseract: Apache-2.0).

Vibe Files 0.1.3 (pre-release)

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@KisaesDevLab KisaesDevLab released this 04 Nov 21:12

Fourth pre-release of Vibe Files: document management for small CPA and tax firms over a plain client folder tree (Windows, portable).

Pre-release: in use at Kisaes LLC for its two-week live run (PHASES P13). Not yet on winget.

Install

Unzip vibe-files-0.1.3-win64.zip into a folder and run vibe-files.exe. Everything it needs is inside: pdfium (PDF viewing), TWAINDSM (scanning), Tesseract with English data (OCR). Upgrading: replace the exe and DLLs; the data folder and cabinet are kept. Setup and day-to-day operation: OPERATIONS.md in the zip, and now Help inside the app.

Verify the download

Get-FileHash vibe-files-0.1.3-win64.zip

must show

File SHA-256
vibe-files-0.1.3-win64.zip ed6978913dae9ae9c22386a35c69e376f24a638d9adfb2964f6dfeff54ce39f4
vibe-files.exe (inside) a3c0fa073e8b60e207b9a3b76fcb69dc0a111643cae582e27ca1960e2fff143a

(also in SHA256SUMS.txt).

New in 0.1.3

  • Help
    • A Help button in the header, and F1, open 39 support articles on the screen you are on.
    • The articles are grouped by section, can be searched, and link to each other.
  • Browse
    • Drag files from Explorer (e.g. Downloads) onto a client's folder: they are copied in and cataloged, and the original stays where it was.
    • Scan straight into the folder shown. The scanner's own window (PaperStream) is the default, and every front and back page is kept.
    • In a client's Relationships, the other client's name opens its folder.
    • Doc types can be archived: they are hidden from pick lists, and documents keep them.
  • Viewer
    • The ten-key tape is now a 10-key tab beside Annotate, Stamps and Redact.
    • A pasted tape never covers another tape on the page.
    • Closing Vibe Files with annotations unsaved asks first: Save and quit, Discard and quit or Keep editing.
    • The sign-off initials must start with the first letter of your Windows login.
  • Fixes from a full QA review
    • Ten-key: S and T finish a pending × or ÷; flipping a picked amount after a total recomputes the totals; very large amounts are refused; a divide by zero leaves no stray lines.
    • A scan started in Browse that cannot be filed is kept rather than deleted.
    • Print: a failed page ends the job cleanly; overlapping page ranges print once.
    • The admin password stays locked if its file can't be read.
    • One PC's text size no longer asks every other PC to reload Intake.
    • Retention destruction also removes the copies left in each PC's Intake folder.
    • Light theme: the header buttons are visible again.

License: AGPL-3.0-or-later. Bundled third-party components keep their own licenses (pdfium, TWAINDSM, Tesseract: Apache-2.0).

Vibe Files 0.1.2 (pre-release)

Pre-release

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@KisaesDevLab KisaesDevLab released this 04 Nov 19:04

Third pre-release of Vibe Files: document management for small CPA and tax firms over a plain client folder tree (Windows, portable).

Pre-release: in use at Kisaes LLC for its two-week live run (PHASES P13). Not yet on winget.

Install

Unzip vibe-files-0.1.2-win64.zip into a folder and run vibe-files.exe. Everything it needs is inside: pdfium (PDF viewing), TWAINDSM (scanning), Tesseract with English data (OCR). Upgrading: replace the exe and DLLs; the data folder and cabinet are kept. Setup and day-to-day operation: OPERATIONS.md in the zip.

Verify the download

Get-FileHash vibe-files-0.1.2-win64.zip

must show

File SHA-256
vibe-files-0.1.2-win64.zip 3fe15cd6640d33fe6df06cecbd5982ae92943343e8b297c84a77b0cbc048db75
vibe-files.exe (inside) b5f185cbee9a6e5392897aeccb902c596c219f24aed6ce1e996ce390a560dd9a

(also in SHA256SUMS.txt).

New in 0.1.2

  • Browse
    • The folder tree shows the client's folders as they are on disk, with a Folders / By year toggle.
    • Drag documents onto a folder to move them; Undo puts them back.
    • Files copied in through Explorer show up on their own within 30 seconds.
    • There's a Client column, a preview pane showing the selected document's pages, and Scan and Print… buttons.
  • Viewer
    • Ten-key tape under the page: keypad or the numeric keypad, pick amounts straight off the page, labels from the form's captions, and paste the tape onto the PDF as an annotation.
    • Letter tickmarks A–Z and a tickmark color.
    • Editable initials, Print…, and Close.
  • Intake
    • Several people can file at once. Each PC works in its own folder and its Undo last batch is its own.
    • A Just filed panel sets doc type, tax year, status and source for each document in a batch.
    • Clients known only from their folders now appear in Intake's client box.
    • A print captured on two PCs at once is processed only once.
  • Print
    • The Windows print dialog, page ranges, annotations included.
    • Documents with what looks like an SSN or EIN ask first.
    • Every print is recorded in the audit trail.
  • Admin
    • An admin password locks Admin and the Sync settings (anyone can still push and pull).
    • New Devices and Folder templates pages.
    • A doc type can be the cover-sheet default, and cover sheets start at last year.
  • Sync
    • The sync key can be kept in the cabinet so every user syncs without the passphrase. It's never uploaded.
  • Look
    • Dark mode and text size (A- / A+), both remembered on each PC.
    • The last cabinet opens automatically.

License: AGPL-3.0-or-later. Bundled third-party components keep their own licenses (pdfium, TWAINDSM, Tesseract: Apache-2.0).

Vibe Files 0.1.1 (pre-release)

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@KisaesDevLab KisaesDevLab released this 04 Nov 15:14

Second pre-release of Vibe Files: document management for small CPA and tax firms over a plain client folder tree (Windows, portable).

Pre-release: in use at Kisaes LLC for its two-week live run (PHASES P13). Not yet on winget.

Install

Unzip vibe-files-0.1.1-win64.zip into a folder and run vibe-files.exe. Everything it needs is inside: pdfium (PDF viewing), TWAINDSM (scanning), Tesseract with English data (OCR). Setup, LAN sharing, B2 sync, key escrow and disaster recovery: OPERATIONS.md in the zip. Upgrading from 0.1.0: replace the exe and DLLs; the data folder and cabinet are kept.

Verify the download

Get-FileHash vibe-files-0.1.1-win64.zip

must show

File SHA-256
vibe-files-0.1.1-win64.zip c7d9364422b427efda182ed68626f00a33b2bd69247397680c60008110f09b5d
vibe-files.exe (inside) 6d4f9f47401fa0f65fe7b830e2343f88057ed7e53a0b2077104d5d8239c22001

(also in SHA256SUMS.txt).

New in 0.1.1

  • UltraTax print capture set up like UltraTax's own PDF File Options: variable positions and a file name example, and a Document Names table where each document gets a custom name, doc type, File / Don't file, a folder and a file name (as printed or short). Government copies go to Income Tax/{Year}/Government Copy, preparer copies to Workpapers, and the K-1 package can also be copied to each partner.
  • Admin › Print capture & parsers is an editor with a "Try a file name" box. Vibe Files keeps Intake's filing rules in step with it.
  • Sync remembers its passphrase for each Windows login on each PC (Windows DPAPI). The passphrase is still the recovery key.
  • Versions follow a renamed or moved document through a catalog rebuild.
  • Folder-import guesses wait for a person: a tax year taken from a file name, or a doc type taken from a folder name, keeps the document out of disposition until someone confirms it.
  • Slow work no longer freezes the window: opening a cabinet, the weekly audit check, the Browse folder listing, Flatten / PDF/A / Compress, Combine, Intake reconcile and sync unlock now run in the background.
  • Three rounds of QA fixes: security, client data in logs, sync correctness, crash safety and undo, ingest and OCR robustness, dropped network shares. One data folder per Windows login on a shared server, and a data folder can be open in only one copy at a time.
  • An 8-hour no-leak test passed.

License: AGPL-3.0-or-later. Bundled third-party components keep their own licenses (pdfium, TWAINDSM, Tesseract: Apache-2.0).

Vibe Files 0.1.0 (pre-release)

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@KisaesDevLab KisaesDevLab released this 03 Nov 23:18

First pre-release of Vibe Files: document management for small CPA and tax firms over a plain client folder tree (Windows, portable).

Pre-release: in use at Kisaes LLC for its two-week live run (PHASES P13). Not yet on winget.

Install

Unzip vibe-files-0.1.0-win64.zip into a folder and run vibe-files.exe. Everything it needs is inside: pdfium (PDF viewing), TWAINDSM (scanning), Tesseract with English data (OCR). The data folder is data\ beside the exe. Setup, LAN sharing, B2 sync, key escrow and disaster recovery: OPERATIONS.md in the zip.

Verify the download

Get-FileHash vibe-files-0.1.0-win64.zip

must show

File SHA-256
vibe-files-0.1.0-win64.zip 0322314cf28d90a23731db9c8654b6cea35311bb5e0717b35ccd877c66dc0809
vibe-files.exe (inside) 629e360dbf7bd4838c5ca4485f76f69884984bdbde13c92cb0449fb09dd5bb4a

(also in SHA256SUMS.txt).

In this version

Browse, intake (Filer Desktop engine, TWAIN/WIA scanning, barcode cover sheets, print capture), OCR and full-text search, PDF viewer with annotations, stamps, redaction and PDF/A, versions, audit trail, trash and undo, retention and disposition with legal holds, form recognition and auto-filing (W-2, 1099s, 1098, K-1, SSA-1099), folder-tree import, and two-way encrypted B2 sync.

License: AGPL-3.0-or-later. Bundled third-party components keep their own licenses (pdfium, TWAINDSM, Tesseract: Apache-2.0).