invoice-system/INSTALLATION.md

# Installation Guide / Installationsanleitung

## English Version

### Prerequisites
- Node.js 18 or higher
- PostgreSQL 12 or higher
- npm (comes with Node.js)

### Quick Installation

1. **Extract files to your server**
   ```bash
   cd /your/installation/directory
   ```

2. **Run the setup script**
   ```bash
   chmod +x setup.sh
   ./setup.sh
   ```
   
   The script will:
   - Create the PostgreSQL database and user
   - Set up environment variables
   - Run database migrations
   - Install Node.js dependencies
   - Create necessary directories

3. **Start the server**
   ```bash
   npm start
   ```

4. **Access the application**
   Open your browser to: http://localhost:3000

### Manual Installation

If you prefer to install manually:

1. **Create PostgreSQL database**
   ```bash
   sudo -u postgres psql
   CREATE DATABASE quotes_db;
   CREATE USER quoteuser WITH PASSWORD 'your_password';
   GRANT ALL PRIVILEGES ON DATABASE quotes_db TO quoteuser;
   \q
   ```

2. **Run database migrations**
   ```bash
   psql -U quoteuser -d quotes_db -f init.sql
   psql -U quoteuser -d quotes_db -f add_invoices.sql
   ```

3. **Install dependencies**
   ```bash
   npm install
   ```

4. **Configure environment**
   ```bash
   cp .env.example .env
   # Edit .env with your settings
   ```

5. **Create directories**
   ```bash
   mkdir -p public/uploads
   ```

6. **Start the server**
   ```bash
   npm start
   ```

---

## Deutsche Version

### Voraussetzungen
- Node.js 18 oder höher
- PostgreSQL 12 oder höher
- npm (kommt mit Node.js)

### Schnell-Installation

1. **Dateien auf deinen Server entpacken**
   ```bash
   cd /dein/installations/verzeichnis
   ```

2. **Setup-Script ausführen**
   ```bash
   chmod +x setup.sh
   ./setup.sh
   ```
   
   Das Script wird:
   - PostgreSQL-Datenbank und Benutzer erstellen
   - Umgebungsvariablen einrichten
   - Datenbank-Migrationen ausführen
   - Node.js-Abhängigkeiten installieren
   - Notwendige Verzeichnisse erstellen

3. **Server starten**
   ```bash
   npm start
   ```

4. **Anwendung öffnen**
   Browser öffnen: http://localhost:3000

### Manuelle Installation

Falls du lieber manuell installieren möchtest:

1. **PostgreSQL-Datenbank erstellen**
   ```bash
   sudo -u postgres psql
   CREATE DATABASE quotes_db;
   CREATE USER quoteuser WITH PASSWORD 'dein_passwort';
   GRANT ALL PRIVILEGES ON DATABASE quotes_db TO quoteuser;
   \q
   ```

2. **Datenbank-Migrationen ausführen**
   ```bash
   psql -U quoteuser -d quotes_db -f init.sql
   psql -U quoteuser -d quotes_db -f add_invoices.sql
   ```

3. **Abhängigkeiten installieren**
   ```bash
   npm install
   ```

4. **Umgebung konfigurieren**
   ```bash
   cp .env.example .env
   # .env mit deinen Einstellungen bearbeiten
   ```

5. **Verzeichnisse erstellen**
   ```bash
   mkdir -p public/uploads
   ```

6. **Server starten**
   ```bash
   npm start
   ```

---

## File Structure / Dateistruktur

```
quote-invoice-system/
├── server.js              # Express server / Backend-Server
├── public/
│   ├── index.html         # Main UI / Hauptoberfläche
│   ├── app.js            # Frontend JavaScript
│   └── uploads/          # Logo storage / Logo-Speicher
├── package.json          # Dependencies / Abhängigkeiten
├── init.sql              # Initial DB schema / Initiales DB-Schema
├── add_invoices.sql      # Invoice tables / Rechnungs-Tabellen
├── setup.sh              # Auto-installation / Auto-Installation
├── .env.example          # Environment template / Umgebungs-Vorlage
└── README.md             # Documentation / Dokumentation
```

## Troubleshooting / Fehlerbehebung

### Database connection fails / Datenbankverbindung fehlgeschlagen
- Check PostgreSQL is running: `sudo systemctl status postgresql`
- Verify credentials in `.env` file
- Ensure user has permissions: `GRANT ALL ON SCHEMA public TO quoteuser;`

### Port 3000 already in use / Port 3000 bereits belegt
- Change `PORT` in `.env` file
- Or stop the service using port 3000

### PDF generation fails / PDF-Generierung fehlgeschlagen
- Puppeteer requires Chromium
- On Ubuntu/Debian: `sudo apt-get install chromium-browser`
- On Alpine/Docker: Already configured in Dockerfile

### Permission errors / Berechtigungsfehler
- Ensure `public/uploads` directory exists and is writable
- Run: `chmod 755 public/uploads`

## Production Deployment / Produktions-Deployment

### Using PM2 (Recommended / Empfohlen)

```bash
# Install PM2
npm install -g pm2

# Start application
pm2 start server.js --name quote-system

# Save PM2 configuration
pm2 save

# Auto-start on boot
pm2 startup
```

### Using systemd

Create `/etc/systemd/system/quote-system.service`:

```ini
[Unit]
Description=Quote & Invoice System
After=network.target postgresql.service

[Service]
Type=simple
User=your_user
WorkingDirectory=/path/to/quote-invoice-system
Environment="NODE_ENV=production"
ExecStart=/usr/bin/node server.js
Restart=on-failure

[Install]
WantedBy=multi-user.target
```

Then:
```bash
sudo systemctl enable quote-system
sudo systemctl start quote-system
```

## Security Recommendations / Sicherheitsempfehlungen

1. **Use strong database passwords / Starke Datenbank-Passwörter verwenden**
2. **Run behind reverse proxy (nginx) / Hinter Reverse-Proxy betreiben**
3. **Enable HTTPS / HTTPS aktivieren**
4. **Regular backups / Regelmäßige Backups**
5. **Keep dependencies updated / Abhängigkeiten aktuell halten**

## Backup / Sicherung

### Database Backup / Datenbank-Backup
```bash
pg_dump -U quoteuser quotes_db > backup_$(date +%Y%m%d).sql
```

### Restore / Wiederherstellen
```bash
psql -U quoteuser quotes_db < backup_20260131.sql
```

## Support

For technical support / Für technischen Support:
- Check README.md for usage instructions
- Review error logs: `journalctl -u quote-system -f`
- Contact Bay Area Affiliates, Inc.