428 lines
17 KiB
Markdown
428 lines
17 KiB
Markdown
# CLAUDE.md — Website Checker: Complete Technical Knowledge Base
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This document captures the full architecture, design decisions, database schema, module inventory,
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feature set, and operational notes for the **Website Checker** desktop application.
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---
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## 1. Application Overview
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Website Checker is a Python/Tkinter desktop application for shift-based website monitoring.
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Regular users log in, view websites assigned to their shift, open each site, and mark it checked.
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Administrators manage users, websites, shifts, credentials, and run reports.
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- **UI:** Python `tkinter` + `ttk`
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- **Database:** Remote MySQL 5.7+ / MariaDB 10.3+ via `mysql-connector-python`
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- **Entry point:** `app.py` → `class App(tk.Tk)`
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- **Default window:** 1100×700, minimum 960×620
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- **Default theme:** Light (toggleable to Dark)
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---
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## 2. Project File Structure
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```
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website_checker/
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├── app.py Entry point, shell, navigation, session management
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├── config.py DB config, connection pool, schema DDL, migrations
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├── models.py All database access (data layer)
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├── requirements.txt
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├── CLAUDE.md This file
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├── utils/
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│ ├── config_crypto.py Windows DPAPI encryption for config.ini credentials
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│ ├── crypto.py Fernet credential encryption (website passwords)
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│ ├── export.py CSV + Excel export
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│ ├── scheduler.py Daily email report background daemon
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│ └── ui_helpers.py ThemeManager, COLOURS proxy, DateEntry, widgets
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└── views/
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├── admin_dashboard_view.py Admin home — KPI cards + per-user progress table
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├── admin_log_view.py Activity log treeview
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├── admin_shifts_view.py Shift CRUD + PDF export
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├── admin_users_view.py User CRUD
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├── admin_websites_view.py Website CRUD + visibility + credentials (collapsible)
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├── ai_summary_view.py AI document analysis via Groq API (NEW)
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├── change_password_view.py Self-service password change (all roles)
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├── email_settings_view.py SMTP / scheduled report configuration
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├── login_view.py Login form with rate-limiting countdown
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├── reports_view.py Shift Detail / Unchecked / Summary / Chart tabs
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├── settings_view.py DB connection settings dialog
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└── user_dashboard_view.py User checklist — search, bulk check, notifications
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```
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---
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## 3. Runtime Files
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### `config.ini`
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Created on first launch. Contains [database], [email], [crypto], and [groq] sections.
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**Sensitive fields are DPAPI-encrypted** (see §6 Security). Encrypted values have a `dpapi:` prefix.
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```ini
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[database]
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host=your-mysql-host
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port=3306
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database=website_checker
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user=dpapi:<base64-blob> ; encrypted
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password=dpapi:<base64-blob> ; encrypted
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[email]
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enabled=false
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smtp_host=smtp.example.com
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smtp_port=587
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smtp_user=sender@example.com
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smtp_password=dpapi:<base64-blob> ; encrypted
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use_tls=true
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recipients=admin@example.com
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send_time=18:00
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[groq]
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api_key=dpapi:<base64-blob> ; encrypted
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model=llama-3.3-70b-versatile
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[crypto]
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salt=<base64 32-byte salt — auto-generated>
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```
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### `app.log`
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UTF-8 log file in working directory. All INFO/WARNING/ERROR from every module.
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---
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## 4. Database Schema
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All tables use InnoDB/utf8mb4. Created by `initialize_database()` on first launch.
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Safe ALTER TABLE migrations run automatically for columns added post-deployment.
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### users
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| Column | Type | Notes |
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|---|---|---|
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| id | INT PK AUTO | |
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| username | VARCHAR(100) UNIQUE | |
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| password | VARCHAR(255) | bcrypt hash. Legacy SHA-256 (64 hex) auto-migrated on login |
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| role | ENUM('admin','user') | |
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| full_name | VARCHAR(200) | |
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| is_active | TINYINT(1) | |
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| failed_attempts | TINYINT UNSIGNED | Incremented on bad login; reset on success |
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| locked_until | DATETIME NULL | Set when failed_attempts >= MAX_FAILED_ATTEMPTS (5) |
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| created_at / updated_at | DATETIME | |
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### websites
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| Column | Type | Notes |
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|---|---|---|
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| id | INT PK AUTO | |
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| name | VARCHAR(200) | |
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| url | TEXT | |
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| check_type | ENUM('daily','weekly') | weekly = once per ISO week |
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| visibility | ENUM('all','assigned') | assigned = only users in website_users table |
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| note | TEXT | Shown on user dashboard card |
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| is_active | TINYINT(1) | Soft-delete |
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| created_by | INT FK users SET NULL | |
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### website_credentials
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| Column | Notes |
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|---|---|
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| website_id FK | |
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| username | Plaintext |
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| password | Fernet-encrypted with `enc:` prefix |
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| label | e.g. "Admin", "Read-only" |
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### shift_checks
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One row per user per site per day (upserted). `user_note` optional.
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### activity_log
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`action` codes: LOGIN, LOGOUT, SESSION_TIMEOUT, ACCOUNT_LOCKED, CREATE/UPDATE/DELETE_USER,
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CHANGE_PASSWORD, CHANGE_PASSWORD_FAIL, CREATE/UPDATE/DELETE_WEBSITE, ADD/REMOVE_CREDENTIAL,
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CREATE/UPDATE/DELETE_SHIFT, CHECK_WEBSITE, UPDATE_NOTE, EXPORT_CSV, EXPORT_EXCEL,
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EXPORT_SHIFT_PDF, UPDATE_EMAIL_SETTINGS.
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### shifts
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`days_of_week` is a digit string using MySQL DAYOFWEEK: 1=Sun 2=Mon 3=Tue 4=Wed 5=Thu 6=Fri 7=Sat.
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E.g. "23456" = Mon–Fri. Queried with `LOCATE(DAYOFWEEK(CURDATE()), days_of_week) > 0`.
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### shift_users (junction): (shift_id, user_id) PK, both CASCADE
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### shift_websites (junction): (shift_id, website_id) PK + sort_order
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### login_attempts: username, attempted_at, ip_address (indexed)
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### website_users (junction): (website_id, user_id) PK — for visibility='assigned'
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---
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## 5. Module Details
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### config.py
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- DB_CONFIG loaded from config.ini at import; placeholders if file missing
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- get_connection() → pool (pool_size=5)
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- initialize_database() → idempotent DDL + ALTER TABLE migrations
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- load_config() / save_config() → decrypt/encrypt DPAPI fields transparently
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- migrate_plaintext_config() → one-time migration; encrypts any plain-text creds on startup
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- config_exists() → True if host, database, user are set
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- reload_db_config() → re-reads config.ini, resets pool
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### utils/config_crypto.py *(NEW)*
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Windows DPAPI-based encryption for config.ini sensitive values.
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- encrypt_value(plaintext) → "dpapi:<base64>" string
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- decrypt_value(stored) → plaintext; plain-text pass-through for legacy values
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- is_encrypted(value) → True if value starts with "dpapi:"
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- Tied to the current Windows user account — blob is unreadable on any other machine/account
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- Graceful fallback: if pywin32 not available, values stored/returned as plain text
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### models.py
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Each function opens+closes its own connection. All writes call log_action().
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Password helpers:
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- _hash_password(pw) → bcrypt rounds=12
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- _verify_password(pw, stored) → handles bcrypt + legacy SHA-256
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- _needs_rehash(stored) → True for 64-char hex (SHA-256)
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Rate-limit constants: MAX_FAILED_ATTEMPTS=5, LOCKOUT_MINUTES=15
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Password strength: PW_MIN_LENGTH=8, requires upper + digit + special char
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### utils/crypto.py
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- PBKDF2-HMAC-SHA256, 100,000 iterations, 32-byte salt from config.ini [crypto]
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- encrypt(plaintext) → "enc:" + base64(Fernet token)
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- decrypt(ciphertext) → plaintext; legacy plaintext (no enc: prefix) passes through unchanged
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- reset_fernet() → force key reload after config.ini replacement
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### utils/ui_helpers.py
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- ThemeManager singleton — initial="light". toggle(rebuild_callback) flips theme.
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- COLOURS = _ColourProxy(dict) — always delegates to ThemeManager.get(). Import once, always current.
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- THEMES["dark"] and THEMES["light"] each have 18 colour keys + 4 cal_* keys
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- DateEntry — Frame subclass; .get() → "YYYY-MM-DD", .set(str). Calendar popup with prev/next month+year.
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- make_scrollable_frame() — mousewheel scoped to Enter/Leave to prevent stale-widget crashes
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- scrolled_text(parent, height, width) → (frame, tk.Text)
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### utils/scheduler.py
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- Daemon thread; polls every 60 seconds
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- Sends HTML email once per day when now >= send_time
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- smtp_password is DPAPI-encrypted on save (encrypt_value) / decrypted on load (decrypt_value)
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- last_sent_date in-memory (resets on restart)
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- start() / stop() called from app.py on login/logout (admin only)
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### views/ai_summary_view.py *(NEW)*
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AI-powered document analysis panel. Accessible from the sidebar for both admin and user roles.
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Key internals:
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- Supported file types: .txt, .md, .csv, .pdf, .docx, .doc, .xlsx, .xls
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- Groq API key and model selection are **visible only to admins** (user role sees neither)
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- Regular users use the stored API key transparently
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- Background thread for AI calls (prevents UI freeze)
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- Extraction prompt focused on procurement/solicitation fields:
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Solicitation Number/Type, Set-Aside, Description, Work Site, Pre-Proposal Conference,
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POC, Square Footage, Driving Distance from office (2815 Hartland Rd, Falls Church VA),
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Last Day for Questions, Due Date
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- Overall summary covers: Scope of Work, Contract Period, Proposal Submission Requirements,
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Key Deadlines & Action Items
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- Groq API key stored DPAPI-encrypted in config.ini [groq] section
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- max_tokens=4096; temperature=0.2; MAX_CHARS_PER_FILE=14,000
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.doc reading (legacy binary Word format) — 3-tier fallback:
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1. win32com (Word COM automation — requires MS Word installed)
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2. docx2txt (pure Python)
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3. Raw ASCII scrape from binary
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### views/admin_websites_view.py
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- Website CRUD dialog now has a **collapsible credentials section** (hidden by default)
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- "🔑 Show Credentials" / "🔒 Hide Credentials" toggle button
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- Auto-expands when editing a site that already has saved credentials
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- "+ Add Credential" auto-expands the section if collapsed
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### views/user_dashboard_view.py
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Key internals:
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- _health_cache: {website_id: ("ok"|"slow"|"down", ms)} — daemon threads, HEAD request, 6s timeout
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- Dot colours: green (<=3000ms), amber (>3000ms), red (error)
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- Mousewheel: Enter/Leave scoped; unbind_all in destroy()
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- Keyboard shortcuts: self.bind() stored in _shortcut_ids; unbound in destroy()
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- Notifications: after(60_000) loop; plyer first, fallback to borderless Toplevel toast
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- **Credentials popup no longer opens automatically on link click**
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- "🔑 Credentials" button appears on each site card only if the site has saved credentials
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- CredentialsPopup: 📋 copy button for username (2s flash); 📋 copy button for password
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(2s flash + clipboard auto-cleared after 15s for security); 👁 toggle to reveal password
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### views/login_view.py
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- check_login_allowed(username) called before authenticate()
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- Locked: form disabled; 1-second countdown; re-enables when timer reaches 0
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- Not-yet-locked failed attempt: shows "N attempt(s) remaining before lockout"
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### views/admin_shifts_view.py
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- _export_pdf(): reportlab A4 document; one section per active shift; user+website tables
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### views/reports_view.py
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- All date fields use DateEntry (no manual text entry)
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- Chart: matplotlib Agg + FigureCanvasTkAgg; bars green>=100% / amber>=50% / red<50%
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---
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## 6. Authentication & Security
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| Concern | Implementation |
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| Password hashing | bcrypt rounds=12; SHA-256 auto-rehashed on next login |
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| Website credential encryption | Fernet (AES-128-CBC + HMAC) via cryptography library |
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| Config credential protection | Windows DPAPI (CryptProtectData) — user-account-scoped |
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| Encrypted fields | DB user, DB password, SMTP password, Groq API key |
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| Login rate limiting | 5 attempts → 15-min lockout in DB |
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| Session timeout | 30-min idle; 1-min warning; any mouse/key event resets |
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| Password policy | 8+ chars, uppercase, digit, special character |
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| Self-service change | Requires current password; strength meter; same-as-current guard |
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| Clipboard security | Password copy auto-clears clipboard after 15 seconds |
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### DPAPI Migration
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`migrate_plaintext_config()` is called automatically on every startup (in `_init_db`).
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It is a no-op if all sensitive fields are already encrypted (dpapi: prefix present).
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On first run after this feature was added, it encrypts any existing plain-text values in-place.
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---
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## 7. Key Business Logic
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### check_type
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- daily: shown every shift day
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- weekly: hidden once checked this week (YEARWEEK ISO); reappears Monday
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### visibility
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- all: every user in shift sees it
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- assigned: only users in website_users table see it
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### get_today_checks resolution
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1. Check if user has active shifts today (DAYOFWEEK match)
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2. If yes: union of shift websites filtered by check_type + visibility
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3. If no: all active websites filtered by visibility + check_type (legacy fallback)
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### Soft deletes
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Websites and Shifts: is_active=0. Users: hard-delete (admin can deactivate first).
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---
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## 8. Configuration Constants (edit in source)
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| File | Constant | Default |
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| app.py | IDLE_TIMEOUT_MS | 1,800,000 (30 min) |
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| app.py | IDLE_WARNING_MS | 60,000 (1 min) |
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| app.py | APP_VERSION | "1.0.0" |
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| app.py | VERSION_CHECK_ENABLED | False |
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| models.py | MAX_FAILED_ATTEMPTS | 5 |
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| models.py | LOCKOUT_MINUTES | 15 |
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| models.py | PW_MIN_LENGTH | 8 |
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| user_dashboard_view.py | NOTIFY_MINUTES_BEFORE | 15 |
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| admin_dashboard_view.py | REFRESH_INTERVAL_MS | 60,000 |
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| utils/crypto.py | _ITERATIONS | 100,000 |
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| ai_summary_view.py | MAX_CHARS_PER_FILE | 14,000 |
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| ai_summary_view.py | _OFFICE_ADDRESS | "2815 Hartland Road, Falls Church, VA 22043, USA" |
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---
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## 9. Critical Gotchas
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1. bind_all("<MouseWheel>") is NEVER used at module level. Always Enter/Leave scoped.
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Every view's destroy() calls unbind_all("<MouseWheel>") and _unbind_shortcuts().
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2. COLOURS is a live proxy — delegates to ThemeManager.get() on every access.
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Never snapshot it into a local variable at class-creation time.
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3. bcrypt is slow by design (~200-400ms at rounds=12). Expected behaviour.
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4. config.ini sensitive fields are DPAPI-encrypted (dpapi: prefix).
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Website credential passwords are Fernet-encrypted (enc: prefix).
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Non-sensitive fields (host, port, db name, smtp_host, recipients) remain plain text.
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5. get_today_checks GROUP BY includes sc.id to prevent row collisions when a user
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belongs to multiple shifts sharing the same website.
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6. Weekly site logic uses YEARWEEK(..., 1) (ISO week, Monday start).
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7. The email scheduler last_sent_date is in-memory — resets on restart.
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A production deployment should persist it to the DB.
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8. All log messages use ASCII only (hyphens not em-dashes/arrows) to prevent
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cp1252 UnicodeEncodeError on Windows consoles.
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9. DPAPI encrypted blobs are tied to the Windows user account that created them.
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If config.ini is copied to a different machine or user account, credentials
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cannot be decrypted. Users must re-enter credentials via the Settings dialog.
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10. The AI summary view fetches credentials from the DB at card render time (not lazily).
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Avoid having hundreds of sites with credentials as this adds DB round-trips per render.
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---
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## 10. Dependencies
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```
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mysql-connector-python>=8.0.0
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bcrypt>=4.0.0
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openpyxl>=3.1.0
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cryptography>=41.0.0
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matplotlib>=3.7.0
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plyer>=2.1.0
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reportlab>=4.0.0
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groq>=1.0.0
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pypdf>=3.0.0
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python-docx>=1.0.0
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pywin32>=306
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docx2txt>=0.8
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```
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stdlib used: tkinter, csv, smtplib, urllib.request, configparser, threading, calendar,
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datetime, base64, re, tempfile
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---
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## 11. First-Run Flow
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1. _boot() → config_exists() → False → SettingsView (locked modal)
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2. User enters DB creds → Test Connection → Save & Connect
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3. reload_db_config() → initialize_database() → seeds admin/admin123 if users empty
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4. migrate_plaintext_config() → encrypts any plain-text credentials in config.ini
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5. Login screen shown
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6. ThemeManager(root, initial="light") applied; shell built
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---
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## 12. Sidebar Navigation
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### Admin role
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Dashboard · Websites · Users · Shifts · Reports · Activity Log · 🤖 AI Summary · Settings · Sign Out
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### User role
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My Shift · 🤖 AI Summary · Change Password · Sign Out
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---
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## 13. Deployment Notes
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- Python 3.9+ required. 3.12 tested on Windows.
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- tkinter bundled on Windows/macOS; Linux: apt install python3-tk
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- Create DB first: CREATE DATABASE website_checker CHARACTER SET utf8mb4;
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- MySQL port 3306 must be reachable from client
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- Default admin: username=admin / password=admin123 — change immediately
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- pywin32 required for DPAPI encryption (Windows only). Install: pip install pywin32
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- Microsoft Word recommended for .doc file support in AI Summary (falls back to docx2txt)
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- Groq API key required for AI Summary feature — free at https://console.groq.com
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---
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## 14. AI Summary Feature — Setup & Prompt Details
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### Setup (Admin)
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1. Obtain a free Groq API key at https://console.groq.com
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2. Navigate to **🤖 AI Summary** in the sidebar
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3. Enter the API key and select a model
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4. Click **💾 Save Settings** — key is stored DPAPI-encrypted in config.ini
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### Supported Models
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- llama-3.3-70b-versatile (default, recommended)
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- llama-3.1-8b-instant
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- gemma2-9b-it
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- mixtral-8x7b-32768
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### Prompt Strategy
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The prompt instructs the AI to extract 12 labeled fields per document:
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Solicitation Number, Type, Set-Aside, Description/Scope, Work Site, Pre-Proposal Conference,
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POC, Square Footage, **Driving Distance from 2815 Hartland Rd Falls Church VA** (calculated by AI),
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Last Day for Questions, Due Date, Other requirements.
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Then produces an Overall Summary with 4 sections:
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A. Scope of Work · B. Contract Period · C. Proposal Submission Requirements · D. Key Deadlines
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The driving distance/time is an AI estimate using major highways. Actual times may vary with traffic.
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