NextLedger - Releases

All twelve open GitHub issues (#13–#24) addressed in one release.

Fixes

• #17 ZUGFeRD generation no longer fails with simplexml_load_file(): …resolver function returned null. Nextcloud's global libxml entity-loader hardening is temporarily lifted around the ZUGFeRD calls (only local vendor assets are parsed in that window) and re-armed afterwards.
• #21 Email attachments are now attached from memory with a sanitized filename and explicit MIME type instead of a temp-file path. Temp names with embedded dots no longer leak into the attachment and trigger mail-gateway rejections (SMTP 554 5.7.1 "blocked file type"). Applies to invoices and offers, SMTP and Nextcloud Mail provider.
• #19 The "due until" line is omitted entirely from invoice PDFs when no due date is set (no more dash placeholder).
• #22 Correspondence notes in the case view now wrap long content instead of stretching the table.

Features

• #13 The email preview when sending an invoice is now editable: recipients, subject, and body can be adjusted per email without touching the saved templates.
• #15 Closing greeting and signature name in offer/invoice PDFs are configurable under Settings → Texte; empty values fall back to the previous behaviour (default greeting + company owner).
• #24 Per-position VAT rates on invoices (e.g. 19/7/0 %). Items without an own rate inherit the invoice rate. Mixed-rate invoices show a VAT column and per-rate tax groups in the totals, in the PDF, and as separate BG-23 groups in the ZUGFeRD XML.
• #14 Custom invoice number schemes per company (e.g. RE-{YYYY}-{SEQ4}), with date placeholders and a sequence counter that resets per day/month/year depending on the placeholders used. Empty = legacy YYYYMMDD-####.
• #16 Receipt attachments on expenses: upload a PDF/image per expense (max. 10 MB); files are stored in Nextcloud Files under NextLedger/<Firma>/<Wirtschaftsjahr>/Belege.
• #23 Recurring expenses: expenses can repeat monthly, quarterly, or yearly (optional end date). A daily background job books the due occurrences automatically into the matching fiscal year.
• #18/#20 New "Dokument-Layout" section in company settings: toggle visibility of email/phone/VAT-ID/tax number in the PDF header, choose company-block position (top right or top left with the logo on the right), and pick the document font size (11/12/13 px). Applies to offers and invoices.

Schema

• Migration Version0024Date20260807 adds: closing_greeting/signature_name (texts), tax_rate_bp (invoice + offer items), number_scheme/doc_layout (company), attachment_path + recurring fields (expenses).

All twelve open GitHub issues (#13–#24) addressed in one release.

Fixes

• #17 ZUGFeRD generation no longer fails with simplexml_load_file(): …resolver function returned null. Nextcloud's global libxml entity-loader hardening is temporarily lifted around the ZUGFeRD calls (only local vendor assets are parsed in that window) and re-armed afterwards.
• #21 Email attachments are now attached from memory with a sanitized filename and explicit MIME type instead of a temp-file path. Temp names with embedded dots no longer leak into the attachment and trigger mail-gateway rejections (SMTP 554 5.7.1 "blocked file type"). Applies to invoices and offers, SMTP and Nextcloud Mail provider.
• #19 The "due until" line is omitted entirely from invoice PDFs when no due date is set (no more dash placeholder).
• #22 Correspondence notes in the case view now wrap long content instead of stretching the table.

Features

• #13 The email preview when sending an invoice is now editable: recipients, subject, and body can be adjusted per email without touching the saved templates.
• #15 Closing greeting and signature name in offer/invoice PDFs are configurable under Settings → Texte; empty values fall back to the previous behaviour (default greeting + company owner).
• #24 Per-position VAT rates on invoices (e.g. 19/7/0 %). Items without an own rate inherit the invoice rate. Mixed-rate invoices show a VAT column and per-rate tax groups in the totals, in the PDF, and as separate BG-23 groups in the ZUGFeRD XML.
• #14 Custom invoice number schemes per company (e.g. RE-{YYYY}-{SEQ4}), with date placeholders and a sequence counter that resets per day/month/year depending on the placeholders used. Empty = legacy YYYYMMDD-####.
• #16 Receipt attachments on expenses: upload a PDF/image per expense (max. 10 MB); files are stored in Nextcloud Files under NextLedger/<Firma>/<Wirtschaftsjahr>/Belege.
• #23 Recurring expenses: expenses can repeat monthly, quarterly, or yearly (optional end date). A daily background job books the due occurrences automatically into the matching fiscal year.
• #18/#20 New "Dokument-Layout" section in company settings: toggle visibility of email/phone/VAT-ID/tax number in the PDF header, choose company-block position (top right or top left with the logo on the right), and pick the document font size (11/12/13 px). Applies to offers and invoices.

Schema

• Migration Version0024Date20260807 adds: closing_greeting/signature_name (texts), tax_rate_bp (invoice + offer items), number_scheme/doc_layout (company), attachment_path + recurring fields (expenses).

• Add per-company logo upload (PNG, JPEG, SVG, GIF, WebP up to 1.5 MB) stored alongside the company record.
• Add three PDF layout sizes for the logo (small, medium, large) which adjust the offer and invoice header automatically: small/medium place the logo next to the address block, large renders a banner above the address.
• Add per-company invoice format selector: classic PDF (default, unchanged) or ZUGFeRD EN16931 (PDF/A-3 with embedded Cross Industry Invoice XML) for German B2B/B2G electronic invoicing. Falls back to a regular PDF if the host's PHP environment cannot generate a hybrid PDF/A-3.
• Add a sidecar XML download per invoice at GET /api/invoices/{id}/zugferd-xml — returns the EN16931 CII-XML on its own, regardless of the invoice format setting. Useful for pure XRechnung delivery or when a recipient prefers separate XML and PDF.
• Add per-company country_code (ISO-3166-1 alpha-2, default DE) and per-customer country_code and vat_id to satisfy EN16931 mandatory fields.
• New service OCA\NextLedger\Service\ZugferdXmlService builds CII-XML (profile EN16931) from invoice + items + customer + company. Includes a defensive workaround for hosts where the horstoeko/zugferd XMP asset is not directly readable (the file is copied into a writable temp directory before use).
• New endpoints under /api/settings/company/logo (GET/POST/DELETE) for upload, retrieval, and removal.
• Add per-company mail attachment setting (PDF only / ZUGFeRD-XML only / both). Direct email sends from NextLedger now respect this preference and attach the corresponding file(s) automatically. Defaults to PDF for legacy behaviour.
• Add a Download ZUGFeRD-XML button next to the Download-PDF button on every invoice in the list view.
• Composer dependencies added: horstoeko/zugferd ^1.0, setasign/fpdi ^2.6. The composer.json pins config.platform.php to 8.3 so dependency resolution stays compatible with the typical Nextcloud 32 environment.

• Add a per-company document language setting, defaulting to the Nextcloud language.
• Render invoice and offer PDF labels, dates, amounts, and totals in the company's selected document language.
• Localize generated invoice and offer PDF filenames according to the company's document language.
• Add NGN and ten additional major currencies to company settings, including PDF formatting support.

• Add optional holding/group assignment for companies so related companies can be managed together in company settings
• Show the holding/group directly in the company overview; this is an organizational grouping only, no consolidated balance sheet is introduced
• Add two GÜB/EÜR PDF export variants: with or without Einzelauflistung
• Add polished recovery/company-sharing user pickers with selectable Nextcloud users instead of manual user ID entry
• Keep separate per-company exports as the intended path instead of consolidated statements
• Restrict company and ledger data to users with explicit access instead of exposing all companies globally
• Add a recovery dialog after update to assign legacy companies without owner to a Nextcloud user before entering the app
• Allow inviting additional Nextcloud users to individual companies, including access to company-specific mail settings
• Add an optional free invoice field (label + value) and render the invoice footer/bank details as a repeated footer on every PDF page
• Add a per-company currency setting (default EUR) and use it consistently in lists, forms, invoices, offers, and GÜB PDFs
• Add case archiving with a dedicated archive toggle in the case overview, plus improved GÜB summary tables for both export variants

• Fix auto-stored PDF files in Nextcloud Files so generated invoice/offer PDFs open correctly
• Improve invoice PDF versioning: one folder per invoice number, latest file without suffix, older files as _v1, _v2, ...

• Add language-file based DE/EN support with centralized i18n runtime translation
• Improve email behavior UX with explicit sender logic and optional sender/reply-to override switch

• Add multi-company support with one active company context at a time
• Scope core data by active company (customers, cases, offers, invoices, products, fiscal years, incomes, expenses)
• Add company management overview table in settings (status + switch action)
• Add document settings tab with optional automatic PDF backup
• Add optional PDF versioning (..._v1, ..._v2, ...)
• Store generated PDFs under Files/NextLedger/<Firma>/<Wirtschaftsjahr>
• Add advance and final invoices linked to accepted offers
• Support service period on advance invoices
• Show offer reference on invoice PDF when present
• Add optional billing email for customers and invoice recipient flags on cases
• Rename case elements UI to "Korrespondenz/Notizen"

All twelve open GitHub issues (#13–#24) addressed in one release.

Fixes

• #17 ZUGFeRD generation no longer fails with simplexml_load_file(): …resolver function returned null. Nextcloud's global libxml entity-loader hardening is temporarily lifted around the ZUGFeRD calls (only local vendor assets are parsed in that window) and re-armed afterwards.
• #21 Email attachments are now attached from memory with a sanitized filename and explicit MIME type instead of a temp-file path. Temp names with embedded dots no longer leak into the attachment and trigger mail-gateway rejections (SMTP 554 5.7.1 "blocked file type"). Applies to invoices and offers, SMTP and Nextcloud Mail provider.
• #19 The "due until" line is omitted entirely from invoice PDFs when no due date is set (no more dash placeholder).
• #22 Correspondence notes in the case view now wrap long content instead of stretching the table.

Features

• #13 The email preview when sending an invoice is now editable: recipients, subject, and body can be adjusted per email without touching the saved templates.
• #15 Closing greeting and signature name in offer/invoice PDFs are configurable under Settings → Texte; empty values fall back to the previous behaviour (default greeting + company owner).
• #24 Per-position VAT rates on invoices (e.g. 19/7/0 %). Items without an own rate inherit the invoice rate. Mixed-rate invoices show a VAT column and per-rate tax groups in the totals, in the PDF, and as separate BG-23 groups in the ZUGFeRD XML.
• #14 Custom invoice number schemes per company (e.g. RE-{YYYY}-{SEQ4}), with date placeholders and a sequence counter that resets per day/month/year depending on the placeholders used. Empty = legacy YYYYMMDD-####.
• #16 Receipt attachments on expenses: upload a PDF/image per expense (max. 10 MB); files are stored in Nextcloud Files under NextLedger/<Firma>/<Wirtschaftsjahr>/Belege.
• #23 Recurring expenses: expenses can repeat monthly, quarterly, or yearly (optional end date). A daily background job books the due occurrences automatically into the matching fiscal year.
• #18/#20 New "Dokument-Layout" section in company settings: toggle visibility of email/phone/VAT-ID/tax number in the PDF header, choose company-block position (top right or top left with the logo on the right), and pick the document font size (11/12/13 px). Applies to offers and invoices.

Schema

• Migration Version0024Date20260807 adds: closing_greeting/signature_name (texts), tax_rate_bp (invoice + offer items), number_scheme/doc_layout (company), attachment_path + recurring fields (expenses).

• Add per-company logo upload (PNG, JPEG, SVG, GIF, WebP up to 1.5 MB) stored alongside the company record.
• Add three PDF layout sizes for the logo (small, medium, large) which adjust the offer and invoice header automatically: small/medium place the logo next to the address block, large renders a banner above the address.
• Add per-company invoice format selector: classic PDF (default, unchanged) or ZUGFeRD EN16931 (PDF/A-3 with embedded Cross Industry Invoice XML) for German B2B/B2G electronic invoicing. Falls back to a regular PDF if the host's PHP environment cannot generate a hybrid PDF/A-3.
• Add a sidecar XML download per invoice at GET /api/invoices/{id}/zugferd-xml — returns the EN16931 CII-XML on its own, regardless of the invoice format setting. Useful for pure XRechnung delivery or when a recipient prefers separate XML and PDF.
• Add per-company country_code (ISO-3166-1 alpha-2, default DE) and per-customer country_code and vat_id to satisfy EN16931 mandatory fields.
• New service OCA\NextLedger\Service\ZugferdXmlService builds CII-XML (profile EN16931) from invoice + items + customer + company. Includes a defensive workaround for hosts where the horstoeko/zugferd XMP asset is not directly readable (the file is copied into a writable temp directory before use).
• New endpoints under /api/settings/company/logo (GET/POST/DELETE) for upload, retrieval, and removal.
• Add per-company mail attachment setting (PDF only / ZUGFeRD-XML only / both). Direct email sends from NextLedger now respect this preference and attach the corresponding file(s) automatically. Defaults to PDF for legacy behaviour.
• Add a Download ZUGFeRD-XML button next to the Download-PDF button on every invoice in the list view.
• Composer dependencies added: horstoeko/zugferd ^1.0, setasign/fpdi ^2.6. The composer.json pins config.platform.php to 8.3 so dependency resolution stays compatible with the typical Nextcloud 32 environment.

• Add a per-company document language setting, defaulting to the Nextcloud language.
• Render invoice and offer PDF labels, dates, amounts, and totals in the company's selected document language.
• Localize generated invoice and offer PDF filenames according to the company's document language.
• Add NGN and ten additional major currencies to company settings, including PDF formatting support.

• Add optional holding/group assignment for companies so related companies can be managed together in company settings
• Show the holding/group directly in the company overview; this is an organizational grouping only, no consolidated balance sheet is introduced
• Add two GÜB/EÜR PDF export variants: with or without Einzelauflistung
• Add polished recovery/company-sharing user pickers with selectable Nextcloud users instead of manual user ID entry
• Keep separate per-company exports as the intended path instead of consolidated statements
• Restrict company and ledger data to users with explicit access instead of exposing all companies globally
• Add a recovery dialog after update to assign legacy companies without owner to a Nextcloud user before entering the app
• Allow inviting additional Nextcloud users to individual companies, including access to company-specific mail settings
• Add an optional free invoice field (label + value) and render the invoice footer/bank details as a repeated footer on every PDF page
• Add a per-company currency setting (default EUR) and use it consistently in lists, forms, invoices, offers, and GÜB PDFs
• Add case archiving with a dedicated archive toggle in the case overview, plus improved GÜB summary tables for both export variants

• Fix auto-stored PDF files in Nextcloud Files so generated invoice/offer PDFs open correctly
• Improve invoice PDF versioning: one folder per invoice number, latest file without suffix, older files as _v1, _v2, ...

• Add language-file based DE/EN support with centralized i18n runtime translation
• Improve email behavior UX with explicit sender logic and optional sender/reply-to override switch

• Add multi-company support with one active company context at a time
• Scope core data by active company (customers, cases, offers, invoices, products, fiscal years, incomes, expenses)
• Add company management overview table in settings (status + switch action)
• Add document settings tab with optional automatic PDF backup
• Add optional PDF versioning (..._v1, ..._v2, ...)
• Store generated PDFs under Files/NextLedger/<Firma>/<Wirtschaftsjahr>
• Add advance and final invoices linked to accepted offers
• Support service period on advance invoices
• Show offer reference on invoice PDF when present
• Add optional billing email for customers and invoice recipient flags on cases
• Rename case elements UI to "Korrespondenz/Notizen"