v0.12.30: Global invoices view, tabbed settings, and Ansible modules

👤 Ton Kersten

WarmDesk v0.12.30 adds a global invoices view for admins, reorganises Account Settings into tabs, fixes text selection in dark and black themes, and ships three new Ansible collection modules for billing automation — all exercised by a live Molecule test suite.

Global invoices view

Admins now have a dedicated Invoices entry in the main navigation. The view lists invoices across every customer in one table — no need to visit each customer page to check payment status.

Key capabilities:

  • Filter by status: All, Draft, Sent, Paid, Overdue, and Cancelled.

  • Overdue invoices surface at the top and are highlighted so nothing slips through.

  • Clicking a row navigates directly to that customer’s invoice detail.

  • Only global admins see the navigation entry and can access the view — other roles are blocked at the API level.

Account Settings tabs

The single-page Account Settings scroll is gone. Settings are now split into four tabs:

TabContents

Profile

Display name, email, avatar, locale, date/time format, week start, dashboard default.

Security

Password change, passkeys, MFA / TOTP, trusted devices.

Notifications

Per-event email and in-app notification preferences.

API Keys

Personal API key management (create, revoke, copy).

Each tab is bookmarkable — the active tab is reflected in the URL hash so deep-linking to e.g. #security works.

Text selection in dark and black themes

Selected text in the dark and pure-black (AMOLED) themes now uses a theme-aware highlight colour. Previously the browser default selection colour was used, which produced near-invisible light-blue-on-dark highlights. All text areas, inputs, and read-only content panels are affected.

Ansible collection — billing automation modules

The ansilabnl.warmdesk Ansible collection gains three modules for managing helpdesk billing resources:

ansilabnl.warmdesk.customer_contact

Create, update, and delete contacts attached to a customer record.

- name: Add primary contact
  ansilabnl.warmdesk.customer_contact:
    warmdesk_url: https://warmdesk.example.com
    warmdesk_api_key: "{{ api_key }}"
    customer_name: Acme Corp
    name: Jane Smith
    email: jane@acme.example
    phone: "+31 20 555 0100"
    department: Sales
    is_primary: true
    state: present

ansilabnl.warmdesk.invoice

Manage customer invoices — create drafts, set line items, and control status.

- name: Create a draft invoice
  ansilabnl.warmdesk.invoice:
    warmdesk_url: https://warmdesk.example.com
    warmdesk_api_key: "{{ api_key }}"
    customer_name: Acme Corp
    reference: "INV-2026-007"
    currency: "€"
    vat_rate: 21.0
    line_items:
      - description: Managed hosting — June 2026
        quantity: 1
        unit_price: 499.00
    state: present

ansilabnl.warmdesk.invoice_template

Create and maintain reusable invoice templates in the admin panel.

- name: Ensure monthly hosting template exists
  ansilabnl.warmdesk.invoice_template:
    warmdesk_url: https://warmdesk.example.com
    warmdesk_api_key: "{{ api_key }}"
    name: Managed Services Monthly
    default_currency: "€"
    default_vat_rate: 21.0
    notes: "Payment due within 30 days."
    line_items:
      - description: Managed hosting — monthly fee
        quantity: 1
        unit_price: 499.00
        currency: "€"
    state: present

All three modules are fully idempotent and support check mode.

Molecule test suite

The collection ships a complete Molecule scenario (extensions/molecule/default/) that:

  1. Builds the WarmDesk Go binary from source and starts a real server on a throwaway port.

  2. Registers an admin user and creates an API key.

  3. Runs the full lifecycle for every module: create → idempotency → update → update-idempotency → absent → absent-idempotency.

  4. Runs a check-mode smoke test to verify no changes are reported against an already-absent resource.

  5. Tears down the server and cleans up on exit.

Run the suite from the ansible/ directory:

make test

Documentation

The API reference (docs/api.md) gains three new sections:

  • Section 8 — Invoices: all GET / POST / PUT / DELETE endpoints under /customers/:id/invoices, full request/response schemas, credit-note endpoint.

  • Section 9 — Invoice Templates: admin CRUD endpoints with schema documentation.

  • Section 10 — Customer Contacts: create/update/delete contacts with department, phone, and is_primary fields.

The admin and user guides expand the Invoices chapter (credit notes, payment methods, overdue tracking) and add a dedicated Contacts sub-section under Customer Detail. A new Invoice Templates section covers the admin workflow for creating and applying templates.

Upgrade

Download v0.12.30 from the download page or pull the latest release tag.

No manual database changes are required. New columns are applied automatically via GORM AutoMigrate on first boot.