From d5c5ea08d094f2566e8a6a5d8545c4aeb930b418 Mon Sep 17 00:00:00 2001 From: Sparsh Sam <110058692+sparshsam@users.noreply.github.com> Date: Fri, 19 Jun 2026 11:29:45 -0400 Subject: [PATCH] docs: comprehensive repository cleanup for OpenReader v1.2.2 - README: complete rewrite for first-time visitors - Added platform support matrix - Added update policy - Removed migration history and transitional language - Changed license badge from PolyForm to AGPLv3 - Updated Microsoft Store status to 'in certification' - Streamlined roadmap to current/future only - Release cleanup (GitHub) - Removed binary assets from all 44 pre-v1.2.2 releases - Added legacy warning banner to each historical release - Only v1.2.2 remains marked as Latest - Documentation archive - Created docs/archive/ with README - Archived 6 obsolete/transitional documents - Updated remaining docs for current architecture - Removed updater references from known-limitations.md - Configuration files updated - LICENSE: replaced PolyForm Noncommercial with AGPLv3 - CONTRIBUTING.md: updated license reference - AGENTS.md: cleaned up updater language - CLAUDE.md: comprehensive rewrite for current architecture - RELEASE.md: fixed version typo, cleaned transitional language - Workflow cleanup - Simplified release notes template in release.yml - Updated test file docstring in tools/test_updater_asset_flow.py - GitHub repository configuration - Created labels: packaging, microsoft-store, msix, windows, macos, privacy, mcp-server, winget - Created milestones: Store launch, v1.2.3, Winget support, macOS validation - Created docs/winget-preparation.md (readiness checklist) Co-Authored-By: Claude --- .github/workflows/release.yml | 22 +- AGENTS.md | 7 +- CLAUDE.md | 30 +- CONTRIBUTING.md | 2 +- LICENSE | 766 +++++++++++++++--- README.md | 290 ++----- RELEASE.md | 32 +- docs/archive/README.md | 18 + docs/{ => archive}/project-status.md | 0 .../{ => archive}/release-readiness-v1.2.0.md | 0 docs/{ => archive}/screenshot-audit.md | 0 .../v0.3.2-to-v0.3.3-updater-test.md | 0 .../v1.0.6-announcement.md} | 0 docs/{ => archive}/v1.1.0-plan.md | 0 docs/known-limitations.md | 8 +- docs/msix-update-validation.md | 4 +- docs/store-submission-checklist.md | 4 +- docs/updater-architecture.md | 5 +- docs/windows-distribution.md | 4 +- docs/winget-preparation.md | 91 +++ tools/test_updater_asset_flow.py | 7 +- 21 files changed, 885 insertions(+), 405 deletions(-) create mode 100644 docs/archive/README.md rename docs/{ => archive}/project-status.md (100%) rename docs/{ => archive}/release-readiness-v1.2.0.md (100%) rename docs/{ => archive}/screenshot-audit.md (100%) rename docs/{ => archive}/v0.3.2-to-v0.3.3-updater-test.md (100%) rename docs/{announcements/v1.0.6.md => archive/v1.0.6-announcement.md} (100%) rename docs/{ => archive}/v1.1.0-plan.md (100%) create mode 100644 docs/winget-preparation.md diff --git a/.github/workflows/release.yml b/.github/workflows/release.yml index 36e1483..f0303ba 100644 --- a/.github/workflows/release.yml +++ b/.github/workflows/release.yml @@ -321,22 +321,16 @@ jobs: cat > /tmp/release-notes.md <<- NOTE_EOF Release ${GITHUB_REF_NAME}. - ## MSIX Distribution (v1.2.0+) + ## Assets - Starting with v1.2.0, Windows distribution is migrating to MSIX/App Installer. - In-app self-updating (downloading and running Setup.exe) has been removed. - Update responsibility belongs to Windows packaging, not the app itself. + ### Windows + - \`OpenReader.msix\` — MSIX package. May be unsigned — requires Windows Developer Mode for sideloading. + - \`OpenReader-Setup.exe\` — Legacy Inno Setup installer for manual recovery. Requires administrator rights. + - \`OpenReader-Windows.zip\` — Portable/manual recovery ZIP. - ### Assets for Windows - - **\`OpenReader.msix\`** — ✅ **Recommended for v1.2.0+.** MSIX package with App Installer support for automatic Windows-managed updates. No admin required for per-user install when signed. *(Currently unsigned — requires Windows Developer Mode for sideloading until code signing is procured.)* - - **\`OpenReader-Setup.exe\`** — ✅ **Legacy fallback.** Inno Setup installer with PDF file association, Start Menu shortcut, desktop shortcut, and Add/Remove Programs entry. Requires admin rights. - - \`OpenReader-Windows.zip\` — Portable/manual recovery package. Use only if you need a portable copy or are following SUPPORT.md recovery steps. - - ### Assets for macOS - - \`OpenReader-macOS-Apple-Silicon.zip\` — macOS Apple Silicon app bundle. - - \`OpenReader-macOS-Intel.zip\` — macOS Intel app bundle. - - Packaged builds include the tag-injected app version and canonical release asset names. + ### macOS + - \`OpenReader-macOS-Apple-Silicon.zip\` — Experimental macOS Apple Silicon app bundle. + - \`OpenReader-macOS-Intel.zip\` — Experimental macOS Intel app bundle. NOTE_EOF - name: Publish release diff --git a/AGENTS.md b/AGENTS.md index 1945f8d..06b97cd 100644 --- a/AGENTS.md +++ b/AGENTS.md @@ -11,11 +11,14 @@ This repository is a local-first desktop PDF utility. Keep maintenance changes b ## Release and Update Rules -- The updater depends on GitHub Release assets, not GitHub Actions artifacts. +- The app detects updates via GitHub API and opens the releases page in a browser. It does not download or install updates. - Canonical release assets must keep these exact names: - `OpenReader-Windows.zip` - `OpenReader-macOS-Apple-Silicon.zip` - `OpenReader-macOS-Intel.zip` + - `OpenReader.msix` (MSIX package for Store submission/advanced use) + - `OpenReader-Setup.exe` (legacy Inno Setup installer) +- The Microsoft Store identity (`SparshSam.OpenReader`) is frozen — never change. - Tag releases with `vMAJOR.MINOR.PATCH`. - Packaged builds must inject the tag version into `main.py` via `scripts/inject_version.py`. - Source builds may remain `-dev`. @@ -42,7 +45,7 @@ This repository is a local-first desktop PDF utility. Keep maintenance changes b ## Documentation Rules - README should describe shipped behavior only. -- Do not overclaim auto-update. It works for packaged builds only when canonical release assets are attached to the latest GitHub Release. +- OpenReader does not install updates itself. Store installations update automatically; GitHub MSIX installations are manual. - Keep Mac signing/Gatekeeper caveats visible until releases are signed and notarized. ## MCP Server (AI Agent Integration) diff --git a/CLAUDE.md b/CLAUDE.md index e0b0739..d6dcb37 100644 --- a/CLAUDE.md +++ b/CLAUDE.md @@ -1,15 +1,29 @@ -# PDF Reader by Sparsh — Agent Instructions +# OpenReader — Agent Instructions ## Overview -Private, local-first desktop PDF tool for reading, annotation, search, diff, and workspace restore. -Windows primary target; macOS source-build only. +Privacy-first, local-only desktop PDF utility for Windows. +macOS experimental; Linux unsupported. ## Architecture Constraints -1. **Local-first.** No cloud dependency. No network calls beyond the explicit GitHub release update check. +1. **Local-first.** No cloud dependency. No network calls beyond the optional GitHub release update check (no downloads). 2. **Privacy by design.** Treat PDFs as local/private user data. Never upload or transmit document content. -3. **Cross-platform** (Windows primary, macOS secondary). +3. **Cross-platform** (Windows primary, macOS experimental). + +## Distribution and Updates + +- **Microsoft Store** (in certification) — automatic updates after approval. +- **GitHub MSIX** — advanced users, unsigned, requires Developer Mode for sideloading. +- **Legacy Setup.exe** — manual recovery only. +- The app detects updates via GitHub API (opens browser). It never downloads or runs installers. + +## Frozen Identity — Never Change + +- Identity Name: `SparshSam.OpenReader` +- Publisher: `CN=E6186421-BF8A-47E0-A89C-0F513DFF91C0` +- PFN: `SparshSam.OpenReader_yh0byntbzd2qw` +- Store ID: `9MXDVW2645LL` ## Commands @@ -42,8 +56,8 @@ python -m pytest tests/ -v - `OpenReader-Windows.zip` - `OpenReader-macOS-Apple-Silicon.zip` - `OpenReader-macOS-Intel.zip` - - `OpenReader.msix` (MSIX package for beta testing/Store submission) - - `OpenReader-Setup.exe` (legacy Inno Setup installer, when published) + - `OpenReader.msix` (MSIX package) + - `OpenReader-Setup.exe` (legacy installer) - MSIX identity (`SparshSam.OpenReader`) is frozen — never change. - Tag releases with `vMAJOR.MINOR.PATCH`. - Version injected from tag via `scripts/inject_version.py`. @@ -64,7 +78,7 @@ python -m pytest tests/ -v - ARCHITECTURE.md is the canonical architecture reference. - VERSIONING.md documents the versioning scheme. - Keep CHANGELOG.md updated per Keep a Changelog format. -- Keep Mac signing/Gatekeeper caveats visible until releases are signed. +- Keep Mac caveats visible for experimental platform status. ## Security Rules diff --git a/CONTRIBUTING.md b/CONTRIBUTING.md index 7324792..7846871 100644 --- a/CONTRIBUTING.md +++ b/CONTRIBUTING.md @@ -2,7 +2,7 @@ Thanks for your interest in improving OpenReader. -This project is source-available for non-commercial use. Contributions are accepted under the same PolyForm Noncommercial License 1.0.0 used by the project. +This project is free software. Contributions are accepted under the same [GNU AGPLv3](LICENSE) used by the project. ## Local Setup diff --git a/LICENSE b/LICENSE index b877575..31af158 100644 --- a/LICENSE +++ b/LICENSE @@ -1,122 +1,644 @@ -PolyForm Noncommercial License 1.0.0 - -https://polyformproject.org/licenses/noncommercial/1.0.0 - -## Acceptance - -In order to get any license under these terms, you must agree to them as -both strict obligations and conditions to all your licenses. - -## Copyright License - -The licensor grants you a copyright license for the software to do -everything you might do with the software that would otherwise infringe -the licensor's copyright in it for any permitted purpose. 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It is safest +to attach them to the start of each source file to most effectively +state the exclusion of warranty; and each file should have at least +the "copyright" line and a pointer to where the full notice is found. + + OpenReader — a privacy-first desktop PDF utility. + Copyright (C) 2026 Sparsh Sam + + This program is free software: you can redistribute it and/or modify + it under the terms of the GNU Affero General Public License as published + by the Free Software Foundation, either version 3 of the License, or + (at your option) any later version. + + This program is distributed in the hope that it will be useful, + but WITHOUT ANY WARRANTY; without even the implied warranty of + MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the + GNU Affero General Public License for more details. + + You should have received a copy of the GNU Affero General Public License + along with this program. If not, see . diff --git a/README.md b/README.md index d27a6fa..966ee5f 100644 --- a/README.md +++ b/README.md @@ -5,14 +5,14 @@

OpenReader

- A local-first desktop PDF reader for Windows. + A privacy-first desktop PDF utility for Windows.
- Read, search, copy, merge, split, extract, and compress PDFs without uploading documents anywhere. + Read, search, copy, merge, split, extract, and compress PDFs — all locally, no uploads required.

Latest release - License + License Release build CI Security @@ -26,15 +26,11 @@ · Screenshots · - Roadmap - · Build · - Security - · - Verification + Privacy · - Philosophy + AI Agent · Architecture · @@ -43,32 +39,50 @@ ## Overview -OpenReader is a **stable, local-first desktop PDF utility** built with Python, PySide6, and PyMuPDF. It is designed for people who want common PDF tasks in a simple native app without sending private documents to a cloud service. +OpenReader is a **local-first desktop PDF utility** built with Python, PySide6, and PyMuPDF. It is designed for people who want common PDF tasks in a simple native app without sending private documents to a cloud service. The app is intentionally local-first: PDFs are opened, rendered, searched, merged, split, annotated, and compressed on your computer — no uploads, no accounts, no telemetry. -**v1.2.2** (current release) fixes the MSIX manifest for Microsoft Store acceptance. Windows distribution uses MSIX/App Installer with Windows-native updates — the app never replaces itself. See the [changelog](CHANGELOG.md) and [roadmap](ROADMAP.md) for what's new and what's next. +**Current version:** v1.2.2 (June 2026) ## Download -Get the latest builds from the [Releases page](https://github.com/sparshsam/pdfreader-by-sparsh/releases/latest). +### Recommended: Microsoft Store + +The Microsoft Store submission is in certification. Once approved, install OpenReader with one click — automatic updates included. + +*Store link will appear here after certification.* + +### GitHub Releases (Advanced Users) -| Platform | Recommended Download | Alternative | Notes | -|---|---|---|---| -| Windows | `OpenReader.msix` | `OpenReader-Setup.exe` (legacy) or `OpenReader-Windows.zip` | **MSIX (recommended for v1.2.0+):** Windows-managed updates via App Installer. Signed with a future Store identity. No admin required for per-user install when signed. *(Currently unsigned — enable Developer Mode for sideloading.)* **Legacy Setup.exe:** Inno Setup installer, requires admin. ZIP for portable/manual recovery. | -| macOS | — | — | **Not currently stable.** macOS builds are published for source-build testing only. The app may exhibit UI issues, missing features, or crashes. Run from source for the best macOS experience (see [Build From Source](#build-from-source)). | +MSIX packages are available from the [Releases page](https://github.com/sparshsam/pdfreader-by-sparsh/releases). -Windows may show a SmartScreen warning because community builds are not code-signed. macOS may show a Gatekeeper warning because the Mac builds are not Apple-notarized. Only run software from sources you trust. +| Platform | Package | Notes | +|---|---|---| +| Windows 10/11 | `OpenReader.msix` | MSIX package. May be unsigned — requires [Windows Developer Mode](https://learn.microsoft.com/en-us/windows/apps/get-started/enable-your-device-for-development) for sideloading. | +| Windows 10/11 | `OpenReader-Setup.exe` | Legacy Inno Setup installer for manual recovery. Requires administrator rights. | +| Windows 10/11 | `OpenReader-Windows.zip` | Portable ZIP for manual recovery. | +| macOS | `OpenReader-macOS-*.zip` | **Experimental.** Community-tested. See [macOS notes](docs/macos.md). | +| Linux | — | Unsupported. | -**About the "Unknown Publisher" warning:** The MSIX package currently displays "Unknown Publisher" because GitHub Release builds are unsigned. The Microsoft Store will sign the package automatically with the Store identity upon submission, removing this warning. For local test-signing, see [test signing setup](docs/msix-update-validation.md#test-signing-setup). +### Platform Support -**v1.2.0 update change:** In-app self-updating has been removed. OpenReader now uses **Windows-native updates** — the app never downloads or runs installers. +| Platform | Status | +|---|---| +| Windows 10/11 | Supported | +| Microsoft Store | In certification — recommended after approval | +| GitHub MSIX | Advanced users | +| macOS Apple Silicon | Experimental | +| macOS Intel | Experimental | +| Linux | Unsupported | + +### Update Policy -- **Existing v1.0.x and v1.1.x users** must manually install a v1.2.0+ MSIX once. Future updates are handled by the Microsoft Store or Windows App Installer. -- **v1.2.0+ users:** Windows App Installer manages updates on launch and in the background. The app's Help → Check for Updates opens the GitHub Releases page in your browser. -- Source builds should be updated with `git pull` and rebuilt locally. +OpenReader does not install updates itself. -> **ℹ️ Microsoft Store-managed updates** will provide automatic updates after Store approval. Until then, users update by downloading the latest MSIX from GitHub Releases and installing manually (Developer Mode required for unsigned packages). +- **Microsoft Store** installations update automatically through the Store. +- **GitHub MSIX** installations can check for new versions (Help → Check for Updates) but updates must be downloaded and installed manually. +- **Source builds** should be updated with `git pull` and rebuilt locally. ## Features @@ -87,31 +101,25 @@ Windows may show a SmartScreen warning because community builds are not code-sig | Annotation management | Show/hide annotations toggle (View menu). Delete all annotations on current page or entire document (Tools menu) | | Save PDF | Explicit File → Save (Ctrl+S) to persist annotation edits immediately | | PDF tools | Merge PDFs, split every page, extract page ranges like `1-3,5`, save compressed copies | -| Desktop integration | Windows installer with `.pdf` file association, Start Menu, and desktop shortcut | | Dark mode | System-aware dark theme (Catppuccin Mocha) with Auto/Light/Dark toggle via View → Theme | | Recent files | Quick access to the last 10 opened PDFs via File → Open Recent | -| Update detection | Help → Check for Updates queries GitHub API and opens the releases page in a browser. | -| Release engineering | Tag-driven GitHub Release publishing, PyInstaller packaging, Windows/macOS GitHub Actions builds, Inno Setup installer (legacy), MSIX packaging | +| Update detection | Help → Check for Updates queries GitHub API and opens the releases page. | ## Screenshots | Reader | Sample PDF | -|--------|------------| +|---|---| | ![Reader](assets/screenshots/reader-main.png) | ![Sample PDF](assets/screenshots/sample-pdf.png) | | Sample PDF 2 | PDF Tools | -|--------------|-----------| +|---|---| | ![Sample PDF 2](assets/screenshots/sample-pdf-2.png) | ![PDF Tools](assets/screenshots/merge-split.png) | | Dark Mode | About | -|-----------|-------| +|---|---| | ![Dark Mode](assets/screenshots/dark-mode.png) | ![About](assets/screenshots/about.png) | -## Why I Built This - -I built OpenReader as a local-first alternative for reading and handling PDFs without uploading private documents to cloud services. The project helped me practice desktop GUI development, PDF processing, OCR fallback handling, packaging, release automation, and security hardening while creating a tool people can actually use. - -## Security and Privacy +## Privacy and Security OpenReader processes PDFs locally. It does not use network services and does not upload PDFs. @@ -128,20 +136,18 @@ The app includes lightweight safety checks before opening and rendering document These checks reduce risk from malformed or oversized PDFs, but PDF parsing still depends on PyMuPDF/MuPDF. Avoid opening PDFs from untrusted sources unless you use OS-level sandboxing, a VM, or another isolation layer. -## License and Use - -OpenReader is free to use, share, study, and modify for non-commercial purposes under the [PolyForm Noncommercial License 1.0.0](LICENSE). +## License -Commercial use, resale, paid redistribution, or bundling in a commercial product is not permitted without separate written permission from the copyright holder. +OpenReader is free software under the [GNU AGPLv3](LICENSE). -Earlier published versions may have been released under MIT. The current license applies from the license change forward. +Copyright © 2026 Sparsh Sam. ## Requirements | Use case | Requirements | |---|---| -| Run Windows release | Windows 10 or newer. Python is not required. | -| Develop/build locally | Python 3.11 or newer. Windows recommended; macOS source builds may work but are not tested. | +| Run Windows package | Windows 10 or newer. Python is not required. | +| Develop or build from source | Python 3.11 or newer. Windows recommended. macOS source builds may work but are not tested. | ## Build From Source @@ -175,7 +181,7 @@ dist\OpenReader\ The Windows `.exe` cannot run on macOS. PyInstaller bundles native binaries for the operating system it runs on. -**macOS packaged builds are not stable.** The app is developed and tested primarily on Windows. To run on macOS, build from source — this gives you the latest code without the packaging layer: +**macOS packaged builds are experimental.** The app is developed and tested primarily on Windows. To run on macOS, build from source: ```bash git clone https://github.com/sparshsam/pdfreader-by-sparsh.git @@ -188,54 +194,6 @@ python main.py See [docs/macos.md](docs/macos.md) for macOS setup, Finder "Open With" notes, icon generation, and OCR notes. -## Releases and Update Strategy (v1.2.0+) - -Release assets are the canonical distribution path. GitHub Actions artifacts are CI outputs and are not release assets. - -**Starting with v1.2.0, update detection replaces in-app self-updating.** The app no longer downloads or runs installers. Updates are handled by **Windows App Installer** (via MSIX packaging) or performed manually by the user. - -**macOS release assets** (Apple Silicon and Intel ZIPs) are published alongside Windows but **are not stable** — Windows is the tested platform. Mac users should build from source (see [Build From Source](#build-from-source)). - -### Update Detection - -The app checks for updates via GitHub API: - -```text -https://api.github.com/repos/sparshsam/pdfreader-by-sparsh/releases/latest -``` - -- **Background check (optional):** On launch, the app silently checks for a newer version. If found, a brief status bar message appears. -- **Manual check:** Help → Check for Updates queries the API and shows a dialog with version info and release notes. -- **No download/install:** The dialog offers "Open Releases Page" — the user gets the MSIX from GitHub and installs it manually. -- **Microsoft Store future:** After Store submission, Store-managed automatic updates replace the manual download flow for Store users. - -### MSIX Distribution - -The recommended Windows distribution format is MSIX, which provides: -- **Windows-managed updates** — App Installer checks on launch and in the background -- **Clean install/uninstall** — no leftover registry keys or files -- **No admin required** — per-user installs don't need elevation (once signed) - -**GitHub Release MSIX packages are unsigned** and require Windows Developer Mode for sideloading. After Microsoft Store submission, the Store-signed MSIX will install without Developer Mode and without SmartScreen warnings. - -> **⚠️ GitHub MSIX vs Store-signed MSIX:** The unsigned .msix from GitHub Releases is for beta testing only. The Store-signed .msix (delivered through the Microsoft Store) is the production distribution channel. They share the same identity (`SparshSam.OpenReader`) and upgrade chain, so a Store install can upgrade a sideloaded beta and vice versa. - -### Legacy Installer - -The Inno Setup installer (`installer/setup.iss`) remains available for manual use. It no longer supports in-app update triggering — it exists purely as a standalone installer for users who prefer it. - -See [docs/windows-distribution.md](docs/windows-distribution.md) for the full Windows distribution strategy, [docs/updater-architecture.md](docs/updater-architecture.md) for the updater architecture, and [RELEASE.md](RELEASE.md) for release instructions. - -## Use as Default PDF App - -Windows does not allow apps to silently take over file defaults. To make this your default PDF app: - -1. Right-click a PDF file. -2. Choose **Open with > Choose another app**. -3. Pick `OpenReader.exe`. -4. Select **Always use this app to open .pdf files**. -5. Click **OK**. - ## OCR Setup Text selection works natively on PDFs with embedded text. For scanned/image-only PDFs, the app falls back to OCR via PyMuPDF's Tesseract integration. @@ -269,127 +227,18 @@ sudo pacman -S tesseract tesseract-data-eng ## Roadmap -### ✓ v0.3.x — Completed (latest: v0.3.6) - -**v0.3.0** shipped the major feature set: -- **Workspace and session restoration** — remembers which PDFs were open and what page you were on. Auto-restore on launch (toggle in File menu). -- **Full-library indexed search** — SQLite FTS5-based full-text index over entire folders of PDFs. Manage folders via Library dialog, search across all documents instantly. -- **PDF version comparison** — side-by-side diff view with color-coded changes (red deletions, green insertions). Compares page by page with diff summary. -- **Offline semantic search** — TF-IDF cosine similarity search (no ML dependencies). Toggle "Semantic" checkbox in the search bar for meaning-based matching across your indexed library. -- **Compare button** in toolbar and **Tools → Compare PDFs** menu entry. -- **Library button** in toolbar and **View → Library Search** menu entry with Ctrl+Shift+F shortcut. -- **Semantic search toggle** (checkbox) integrated into the main search bar. - -**v0.3.1–v0.3.6** focused on release engineering, installer, and updater reliability: -- Tag-driven GitHub Release publishing workflow with canonical updater asset names -- Windows auto-update fix (lost metadata, save-as-`update_None` resolved) -- Enhanced update error handling with HTTP status-specific messages and debug logging -- Inno Setup installer with dynamic version injection, icon, and proper file association -- CI hardening with compile checks, regression tests, security audit, and asset validation - -### ✓ v0.2.0 — Completed - -- **Highlight and annotation tools** — select, highlight, underline, and add sticky notes directly on PDFs; saved as native PDF annotations, not overlays -- **Multi-tab PDF support** — open several documents in a single window with tabbed navigation. Ctrl+T new tab, Ctrl+W close tab -- **Dark mode** — system-aware Catppuccin Mocha theme with Auto/Light/Dark toggle (View → Theme) -- **Recent files list** — last 10 documents in File → Open Recent -- **Windows installer** — Inno Setup installer with `.pdf` file association and Start Menu entry -- **OCR setup docs** — per-platform Tesseract installation guide above -- **macOS auto-update** — PID-based process wait, retry logic, Gatekeeper quarantine clearance - -### ✓ v1.1.0 — AI Agent Integration (Shipped) - -- [x] MCP server for AI agent PDF integration (14 tools) -- [x] README features table synced with code -- [x] README tech stack expanded - -### ✓ v1.1.1 — Stability and UX Hardening - -- [x] Open file — single picker, no cascading fallbacks, re-entrant guard -- [x] New Tab — creates blank tab without file dialog -- [x] Session restore — "Don't ask again" checkbox with persistent preference -- [x] Compress — size guard rejects output larger than original -- [x] Updater — post-launch version verification with status bar confirmation -- [x] Windows publisher docs — "Unknown Publisher" explained -- [x] 9 new regression tests (28 total, all passing) - -### ✓ v1.1.10 — Installer-Based Windows Updater - -- [x] Windows in-app updates use `OpenReader-Setup.exe` -- [x] Inno Setup handles UAC elevation and Program Files replacement -- [x] Portable ZIP remains available for manual recovery -- [x] Release workflow requires the Windows installer asset - -### ✓ v1.1.11 — Updater Validation Release - -- [x] Minimal version-only release to test v1.1.10 → v1.1.11 updater flow -- [x] Confirms Windows updater downloads and launches `OpenReader-Setup.exe` - -### ✓ v1.2.0 — MSIX Distribution Reset (Completed) - -**Goal:** Replace in-app self-updating with MSIX/App Installer for Windows. - -- [x] Remove self-update download/apply pipeline from `main.py` -- [x] Keep safe update detection (Help → Check for Updates → opens releases page) -- [x] Add MSIX packaging (`packaging/msix/`) -- [x] Add App Installer template for Windows-managed updates -- [x] Update GitHub Actions workflow to build MSIX -- [x] Add architecture docs (`docs/windows-distribution.md`, `docs/updater-architecture.md`) -- [x] Validate MSIX install and in-place upgrade (confirmed on Windows 11) -- [x] Store submission — v1.2.1 is the first Microsoft Store release candidate - ### Near-Term -Items in active or planned development. - +- **Microsoft Store submission** — currently in certification - **Local AI summarization** — generate document summaries and extract key points using a local LLM (e.g. Ollama, llama.cpp); no data ever leaves your machine - **Stronger sandboxing guidance** — documented approaches for running the app in an OS sandbox when opening documents from untrusted sources +- **Winget support** — `winget install SparshSam.OpenReader` ### Long-Term Vision -The direction the project grows into over time — grounded in real engineering, not speculation. - -- **Cross-platform desktop support** — native builds for Linux in addition to Windows and macOS, broadening the audience to all major desktop platforms -- **Secure research workspace** — a sandboxed reading environment with isolated rendering, no write access to the rest of the filesystem, and optional network blocking for working with sensitive or untrusted documents -- **PDF timeline and version history** — track changes across document revisions, with a browsable timeline of edits and diffs -- **Plugin system** — a lightweight extension API for community-contributed tools (custom export formats, batch processing pipelines, metadata editors) -- **Collaborative annotations (optional, wallet-based)** — share annotations and highlights between trusted peers using cryptographic identity, not a cloud account - -## Cryptographic Verification (Base) - -Optional infrastructure for anchoring document fingerprints to the [Base](https://base.org) blockchain. This feature is entirely opt-in — the app functions fully without it. - -### Philosophy - -PDFs remain local. No document content is ever uploaded or transmitted. Only a cryptographic hash — a fixed-length fingerprint derived from the file — is written to the blockchain. This creates a permanent, publicly verifiable proof that a specific document existed at a specific time, without revealing anything about its contents. - -### Planned capabilities - -- **Proof-of-existence anchoring** — generate a SHA-256 hash of any PDF and record it on Base in a single low-cost transaction -- **Verification receipts** — the app produces a small local receipt file containing the block number, transaction hash, and document fingerprint, so you can prove a document's existence without re-querying the chain -- **QR verification slips** — print or save a QR code that encodes the verification receipt, allowing anyone with the original PDF to independently confirm it matches the anchored fingerprint -- **Portable proof metadata** — embed verification metadata directly in the PDF as a hidden annotation layer, so proof travels with the document -- **Optional wallet-based identity** — use an Ethereum wallet for signing annotations, allowing trusted collaborators to verify who made a highlight or note without a central account system - -### What stays local - -- All PDF content -- All rendering, search, and processing -- All AI summarization and semantic search (when enabled) -- All annotation data until a user explicitly anchors a hash or signs with their wallet - -Base is used only as a low-cost, permanent verification layer. It is not a data store, not a monetization mechanism, and not a requirement for any core functionality. - -## Future Philosophy - -OpenReader sits at the intersection of a few ideas that I think are worth building towards: - -- **Local-first tools** that work offline, respect your filesystem, and don't require an account -- **Privacy-preserving software** that treats user data as something to protect, not extract -- **Cryptographic proof systems** that let you assert facts about documents without revealing their contents -- **User ownership** — you install it, you run it, you decide what happens to your data -- **Interoperable calm utilities** — small, focused tools that compose well with each other rather than monolithic platforms -- **Optional decentralized infrastructure** — blockchain used as a lightweight verification oracle, not a platform for speculation or lock-in - -This project is one piece of that broader picture. The immediate goal is a genuinely good PDF reader. Everything else — the proof layer, the AI features, the cross-platform story — builds on that foundation, never replaces it. +- **Cross-platform desktop support** — native builds for Linux in addition to Windows and macOS +- **Secure research workspace** — a sandboxed reading environment with isolated rendering and optional network blocking +- **PDF timeline and version history** — track changes across document revisions +- **Plugin system** — a lightweight extension API for community-contributed tools +- **Collaborative annotations (optional, wallet-based)** — share annotations between trusted peers using cryptographic identity ## Project Structure @@ -398,7 +247,8 @@ This project is one piece of that broader picture. The immediate goal is a genui ├── .github/ # CI, security checks, Dependabot ├── assets/ # App icon and README screenshots ├── docs/ # Platform notes and known limitations -├── installer/ # Inno Setup installer script +├── installer/ # Inno Setup installer script (legacy) +├── packaging/ # MSIX packaging ├── scripts/ # Build scripts ├── tests/ # Regression test suite ├── tools/ # Developer utilities and CI test helpers @@ -406,17 +256,12 @@ This project is one piece of that broader picture. The immediate goal is a genui ├── pdfreader_lib/ # Core library (search, comparison, MCP server) ├── requirements.txt # Pinned runtime/build dependencies ├── requirements-mcp.txt # MCP server dependencies (optional) -├── OpenReader.spec # PyInstaller spec -├── .bandit # Bandit security scanner configuration -├── CHANGELOG.md -├── CONTRIBUTING.md -├── LICENSE -└── SECURITY.md +└── CHANGELOG.md ``` ## Contributing -Contributions are welcome for non-commercial use cases. Please read [CONTRIBUTING.md](CONTRIBUTING.md) and [SECURITY.md](SECURITY.md) before opening issues or pull requests. +Contributions are welcome. Please read [CONTRIBUTING.md](CONTRIBUTING.md) and [SECURITY.md](SECURITY.md) before opening issues or pull requests. ## AI Agent Integration (MCP Server) @@ -425,7 +270,7 @@ OpenReader ships with a built-in [MCP (Model Context Protocol)](https://modelcon ### Available Tools (14) | Tool | Purpose | -|------|---------| +|---|---| | `extract_text` | Extract all text from a PDF, per-page | | `get_page_text` | Extract text from a single page | | `get_metadata` | Get PDF metadata (title, author, pages, size) | @@ -494,21 +339,20 @@ python -m pdfreader_lib.mcp_server --transport sse --port 8312 All operations are local. No data is uploaded anywhere. ---- - -*Last updated: June 2026* - ## Tech Stack | Layer | Choice | -|-------|--------| +|---|---| | Language | Python 3.11+ | | UI Framework | PySide6 (Qt 6) | | PDF Rendering | PyMuPDF (MuPDF) | | Search | SQLite FTS5 (keyword), TF-IDF / scikit-learn (semantic) | | OCR | PyMuPDF / Tesseract integration | -| Packaging | PyInstaller (onedir) | -| Installer (Windows) | Inno Setup | +| Packaging | PyInstaller (onedir), MSIX | | CI/CD | GitHub Actions (Windows + macOS) | | Security scanning | Bandit, pip-audit | -| Platform | Windows (primary — stable), macOS (source-build only — not stable) | +| Platform | Windows (primary), macOS (experimental) | + +--- + +*Last updated: June 2026* diff --git a/RELEASE.md b/RELEASE.md index 21a5b6f..886a1d8 100644 --- a/RELEASE.md +++ b/RELEASE.md @@ -6,17 +6,16 @@ OpenReader uses semantic version tags to publish packaged builds. - `__version__` in `main.py` is the canonical source. Set it to the next release version. - Tags must use the format `vMAJOR.MINOR.PATCH`, for example `v1.2.2`. -- The injected runtime version removes the leading `v`, so `v1.2.2` becomes `__version__ = "1.2.1"` in packaged builds. +- The injected runtime version removes the leading `v`, so `v1.2.2` becomes `__version__ = "1.2.2"` in packaged builds. - CI injects the tag version for release builds via `scripts/inject_version.py`. -## Release Architecture (v1.2.0+) +## Release Architecture -**Starting with v1.2.0, update detection replaces in-app self-updating.** The app no longer -downloads or runs installers. Windows distribution is migrating to MSIX/App Installer: +OpenReader uses **update detection only** — the app never downloads or runs installers. -- **Update detection** — the app queries the GitHub API and opens the releases page -- **Update application** — handled by Windows App Installer (MSIX) or manual download -- **Legacy Setup.exe** — retained as a manual installer only; no update detection support +- **Update detection** — the app queries the GitHub API and opens the releases page in a browser +- **Update application** — handled by the Microsoft Store (automatic) or manual download +- **Legacy Setup.exe** — retained as a manual recovery installer only See [docs/updater-architecture.md](docs/updater-architecture.md) for details. @@ -25,16 +24,16 @@ See [docs/updater-architecture.md](docs/updater-architecture.md) for details. The release workflow attaches these assets: ```text -OpenReader.msix (MSIX package — recommended for v1.2.0+) -OpenReader-Setup.exe (legacy Inno Setup installer — manual use only) +OpenReader.msix (MSIX package — recommended for advanced users) +OpenReader-Setup.exe (legacy Inno Setup installer — manual recovery) OpenReader-Windows.zip (portable/manual recovery package) -OpenReader-macOS-Apple-Silicon.zip (macOS Apple Silicon — source-build testing) -OpenReader-macOS-Intel.zip (macOS Intel — source-build testing) +OpenReader-macOS-Apple-Silicon.zip (macOS Apple Silicon — experimental) +OpenReader-macOS-Intel.zip (macOS Intel — experimental) ``` -The MSIX package is built unsigned (requires `MakeAppx.exe` from Windows SDK). +The MSIX package is unsigned when built on CI (requires `MakeAppx.exe` from Windows SDK). GitHub Release MSIX packages require Windows Developer Mode for sideloading. -The Microsoft Store will sign the production MSIX with its Store identity — +The Microsoft Store signs the production MSIX with its Store identity — no separate code-signing certificate is needed. ## How to Cut a Release @@ -95,11 +94,10 @@ curl https://api.github.com/repos/sparshsam/pdfreader-by-sparsh/releases/latest ## MSIX Signing -The MSIX package is currently unsigned. The distribution plan is: +The MSIX package is unsigned for GitHub Release builds. -1. **Microsoft Store** — Submit the unsigned MSIX to the Microsoft Store. The Store - signs the package automatically with its Store identity. **v1.2.2 is the first - Store release candidate.** +1. **Microsoft Store** — Submission is in certification. The Store signs the + package automatically with its Store identity. 2. **Sideloading** — Unsigned MSIX from GitHub Releases requires Windows Developer Mode. Local test-signing scripts are in `packaging/msix/`. 3. **No self-procured code-signing cert** — The Store handles production signing. diff --git a/docs/archive/README.md b/docs/archive/README.md new file mode 100644 index 0000000..a167151 --- /dev/null +++ b/docs/archive/README.md @@ -0,0 +1,18 @@ +# Documentation Archive + +This directory contains historical documentation that is no longer relevant to the current release. + +These documents are retained for project history and reference only. They describe past release processes, transitional states, and validation tests that have been superseded. + +| File | Original Location | Purpose | +|---|---|---| +| `v1.0.6-announcement.md` | `docs/announcements/` | Historical release announcement for v1.0.6 | +| `v1.1.0-plan.md` | `docs/` | Feature plan for v1.1.0 — all items shipped or deferred | +| `v0.3.2-to-v0.3.3-updater-test.md` | `docs/` | Validation test for an early updater release | +| `project-status.md` | `docs/` | Status document referencing v1.1.11 as latest | +| `release-readiness-v1.2.0.md` | `docs/` | Beta validation scenarios (partially completed) | +| `screenshot-audit.md` | `docs/` | README screenshot review from v1.0.x era | + +**Current documentation is in `docs/` at the repository root.** + +*Last updated: June 2026* diff --git a/docs/project-status.md b/docs/archive/project-status.md similarity index 100% rename from docs/project-status.md rename to docs/archive/project-status.md diff --git a/docs/release-readiness-v1.2.0.md b/docs/archive/release-readiness-v1.2.0.md similarity index 100% rename from docs/release-readiness-v1.2.0.md rename to docs/archive/release-readiness-v1.2.0.md diff --git a/docs/screenshot-audit.md b/docs/archive/screenshot-audit.md similarity index 100% rename from docs/screenshot-audit.md rename to docs/archive/screenshot-audit.md diff --git a/docs/v0.3.2-to-v0.3.3-updater-test.md b/docs/archive/v0.3.2-to-v0.3.3-updater-test.md similarity index 100% rename from docs/v0.3.2-to-v0.3.3-updater-test.md rename to docs/archive/v0.3.2-to-v0.3.3-updater-test.md diff --git a/docs/announcements/v1.0.6.md b/docs/archive/v1.0.6-announcement.md similarity index 100% rename from docs/announcements/v1.0.6.md rename to docs/archive/v1.0.6-announcement.md diff --git a/docs/v1.1.0-plan.md b/docs/archive/v1.1.0-plan.md similarity index 100% rename from docs/v1.1.0-plan.md rename to docs/archive/v1.1.0-plan.md diff --git a/docs/known-limitations.md b/docs/known-limitations.md index 9ef72f3..b43fd65 100644 --- a/docs/known-limitations.md +++ b/docs/known-limitations.md @@ -16,13 +16,13 @@ These are accepted limitations of the current release. They are documented here ## Memory -- **Log file grows unboundedly.** The updater debug log at `%TEMP%\PDFReader-Updates\updater-debug.log` and the app debug log at `%TEMP%\PDFReader-Logs\app-debug.log` grow indefinitely. Manual cleanup is required. +- **Log file grows unboundedly.** The app debug log at `%TEMP%\PDFReader-Logs\app-debug.log` grows indefinitely. Manual cleanup is required. - **No backup rotation.** The safety backup system (`_save_with_backup`) only keeps one `.bak` file per document. Multiple saves overwrite the same backup. This is intentional — the backup is meant for crash recovery, not version history. ## macOS - **Unsigned builds.** Both GitHub Actions builds and local builds are unsigned. macOS Gatekeeper will warn before running. The app needs Apple Developer ID code signing and notarization for smooth public distribution. -- **No macOS update apply verification.** The in-app updater can download macOS updates but the apply flow (`_apply_update_macos`) has not been validated in a full end-to-end release cycle since v0.3.x. +- **macOS is experimental.** The app is developed and tested on Windows. macOS builds are published for community testing but are not stable. ## Windows @@ -39,7 +39,3 @@ These are accepted limitations of the current release. They are documented here - **Library modules are optional.** The `pdfreader_lib` package (library full-text search, PDF comparison, semantic search) is only loaded if installed. Without it, the Compare and Library buttons are grayed out. This is by design — the core PDF reader works without these modules. - **Semantic search requires an indexed library.** The TF-IDF index must be built by adding folders via the Library dialog before semantic search returns results. -## Updater - -- **Source builds don't auto-update.** The in-app updater works only in PyInstaller-packaged builds (`sys.frozen == True`). Source builds must be updated with `git pull` and rebuilt locally. -- **Update check may fail behind proxies.** The updater uses `QNetworkAccessManager` and respects system proxy settings, but network timeouts are limited to 15 seconds for the check and 5 minutes for the download. diff --git a/docs/msix-update-validation.md b/docs/msix-update-validation.md index d6bdfdc..80002ac 100644 --- a/docs/msix-update-validation.md +++ b/docs/msix-update-validation.md @@ -1,8 +1,8 @@ # MSIX Update Validation Guide (Archived) > **ℹ️ Historical record.** MSIX beta validation (beta.5 → beta.6) completed -> successfully. v1.2.1 is the first Microsoft Store release candidate — Store-managed -> updates replace sideloaded MSIX update testing. +> successfully. v1.2.2 is the current stable release. Store-managed +> updates will replace sideloaded MSIX update testing after Store certification. **Purpose:** Validate that MSIX updates work correctly for OpenReader (historical). diff --git a/docs/store-submission-checklist.md b/docs/store-submission-checklist.md index c9db48e..9fee256 100644 --- a/docs/store-submission-checklist.md +++ b/docs/store-submission-checklist.md @@ -3,7 +3,7 @@ **Target version:** v1.2.2 stable (MSIX version `1.2.2.0`) **Store ID:** `9MXDVW2645LL` **PFN:** `SparshSam.OpenReader_yh0byntbzd2qw` -**Status:** 🔜 Ready for submission (privacy policy published) +**Status:** 🔜 In certification **Privacy policy URL:** https://sparshsam.github.io/pdfreader-by-sparsh/privacy/ **Upload artifact:** `OpenReader.msix` from v1.2.2 GitHub Release (built by release.yml workflow) @@ -247,7 +247,7 @@ Write-Host "Publisher check: $($matches.Count -gt 0 ? 'PASS' : 'FAIL')" ## 6. Post-Submission Tasks - [x] Publish privacy policy URL (published at `https://sparshsam.github.io/pdfreader-by-sparsh/privacy/`) -- [ ] Prepare Winget manifest for `SparshSam.OpenReader` (optional, medium priority) +- [ ] Prepare Winget manifest for `SparshSam.OpenReader` — see [winget-preparation.md](winget-preparation.md) - [ ] Monitor Partner Center certification report - [ ] After acceptance: test Store install on clean Windows VM - [ ] After acceptance: test Store upgrade over existing sideloaded installation diff --git a/docs/updater-architecture.md b/docs/updater-architecture.md index b151ee6..5dc0eb7 100644 --- a/docs/updater-architecture.md +++ b/docs/updater-architecture.md @@ -84,7 +84,7 @@ breaking upgrades. | Channel | Status | Update Mechanism | |---------|--------|-----------------| -| Microsoft Store | 🔒 Reserved | Windows Update (automatic) | +| Microsoft Store | 🔜 In certification | Windows Update (automatic) | | GitHub Releases (MSIX) | ✅ Active | Manual download (unsigned — Developer Mode) | | Winget | 🔜 Future | `winget install SparshSam.OpenReader` | | GitHub Releases (Setup.exe) | ⚠️ Legacy | Manual download only — no in-app updates | @@ -151,7 +151,6 @@ Once Store submission is active or App Installer is deployed: ## Future Work -- [ ] Submit MSIX to Microsoft Store +- [x] Submit MSIX to Microsoft Store (in certification) - [ ] Deploy App Installer hosting infrastructure - [ ] Submit Winget manifest -- [ ] End-to-end validation on Windows 10/11 diff --git a/docs/windows-distribution.md b/docs/windows-distribution.md index 43ffd38..dfa0c22 100644 --- a/docs/windows-distribution.md +++ b/docs/windows-distribution.md @@ -9,6 +9,8 @@ OpenReader has migrated from Inno Setup self-updating to **MSIX** — Microsoft' modern packaging format — with multiple distribution channels. The app no longer downloads or runs installers from within itself; Windows handles updates. +The Microsoft Store submission is currently in certification. + ## ⚠️ Frozen Identity (MSIX / Microsoft Store) The following values are **permanently frozen** and must never change after @@ -58,7 +60,7 @@ CI auto-extracts from Git tag and pads to 4 parts: `${tag}.0` **Store ID:** `9MXDVW2645LL` -OpenReader is reserved in the Microsoft Store. Users can search for "OpenReader" +OpenReader is currently in Microsoft Store certification. Once approved, users can search for "OpenReader" or install directly via: ``` diff --git a/docs/winget-preparation.md b/docs/winget-preparation.md new file mode 100644 index 0000000..9072032 --- /dev/null +++ b/docs/winget-preparation.md @@ -0,0 +1,91 @@ +# Winget Support Preparation + +**Status:** 🔜 Not yet published + +## Package Identity + +| Field | Value | +|---|---| +| Package identifier | `SparshSam.OpenReader` | +| Package family name | `SparshSam.OpenReader_yh0byntbzd2qw` | +| Publisher | `Sparsh Sam` | +| License | AGPL-3.0 | +| Installer type | MSIX | + +## Requirements + +Before submitting to [winget-pkgs](https://github.com/microsoft/winget-pkgs): + +- [x] GitHub Releases must have predictable asset naming (done — `OpenReader.msix`) +- [x] Release workflow produces consistent artifacts (done) +- [ ] **Microsoft Store certification is approved** (blocking — wait for Store approval) +- [ ] Stable release validation passes a Store-signed installation cycle +- [ ] Winget manifest is prepared (see below) +- [ ] Automated PR via winget release workflow is considered + +## Manifest Structure + +```text +manifests/ + s/ + SparshSam/ + OpenReader/ + 1.2.2.0.yaml +``` + +### Manifest Template (prepare, do not submit) + +```yaml +PackageIdentifier: SparshSam.OpenReader +PackageVersion: 1.2.2.0 +PackageLocale: en-US +Publisher: Sparsh Sam +PublisherUrl: https://github.com/sparshsam +PublisherSupportUrl: https://github.com/sparshsam/pdfreader-by-sparsh/issues +Author: Sparsh Sam +PackageName: OpenReader +PackageUrl: https://github.com/sparshsam/pdfreader-by-sparsh +License: AGPL-3.0 +LicenseUrl: https://github.com/sparshsam/pdfreader-by-sparsh/blob/main/LICENSE +ShortDescription: Privacy-first, local-only PDF utility. +Moniker: openreader +Tags: + - pdf + - reader + - privacy + - local-first +InstallerType: msix +Installers: + - Architecture: x64 + InstallerUrl: https://github.com/sparshsam/pdfreader-by-sparsh/releases/download/v1.2.2/OpenReader.msix + InstallerSha256: [REPLACE WITH ACTUAL SHA256] +PackageFamilyName: SparshSam.OpenReader_yh0byntbzd2qw +ManifestType: singleton +ManifestVersion: 1.0.0 +``` + +## Release Checklist Addition + +Add this step to `RELEASE.md` after the existing validation checklist: + +> - [ ] After Store approval and stable release validation, prepare Winget manifest update: +> 1. Fork [winget-pkgs](https://github.com/microsoft/winget-pkgs) +> 2. Create `manifests/s/SparshSam/OpenReader//` +> 3. Copy manifest template with updated version + SHA256 +> 4. Submit PR + +## Versioning + +Winget uses the MSIX 4-part version string (e.g. `1.2.2.0`), which matches the version +in `AppxManifest.xml`. Each new release requires a new manifest directory. + +## Update Flow + +After initial submission, the winget bot automatically detects new releases and +opens PRs to update the manifest. No manual submission is needed for subsequent releases. + +## Notes + +- Do not submit Winget until Store certification is approved. +- Do not submit Winget before validating a Store-signed installation cycle. +- The SHA256 hash in the manifest must match the MSIX attached to the GitHub Release. diff --git a/tools/test_updater_asset_flow.py b/tools/test_updater_asset_flow.py index 6330598..9135737 100644 --- a/tools/test_updater_asset_flow.py +++ b/tools/test_updater_asset_flow.py @@ -1,12 +1,11 @@ -"""Regression checks for update detection (v1.2.0+ MSIX distribution). +"""Regression checks for update detection (current architecture). -The old self-update download/apply pipeline has been replaced by MSIX/App Installer -packaging. These checks validate that update detection still works correctly: +These checks validate that update detection still works correctly: - Version parsing - Update response classification - The Help -> Check for Updates dialog correctly opens the releases page -The app no longer downloads or installs updates from within itself. +The app does not download or install updates from within itself. """ import json