Settings

Settings

User preferences, account management, data management, and app configuration

Overview

The Settings panel is the central hub for configuring Cine Power Planner. Manage your account, tune the interface, back up your data, configure cloud sync, and set up automation rules.

Requirements

Functional Requirements

Note (2026-09-08): REQ-SET-008 ("Reset to Defaults" for each settings category) is not shipped as stated. Three isolated resets exist — Auto Gear rules, banking match weights, and dashboard widgets — and no other category has one. The only app-wide revert is Factory Reset (useFactoryReset, two-stage confirmation), which clears data rather than restoring defaults for a category. The row is retained as planned scope.

Non-Functional Requirements

Data Requirements

• Settings store: Persisted in localStorage (obfuscated) + cloud sync
• Theme: data-theme attribute on root element; CSS custom properties (--v2-*)
• Language: Stored as locale code (e.g., en, de); drives t() function
• Backup files: Exported as JSON containing all IndexedDB stores

Constraints & Limits

• Available to all tiers (Free and Pro)
• Backup export includes all local data (projects, contacts, templates, owned gear, settings)
• Import merges the backup into your existing data without overwriting it (a pre-import safety snapshot is written to OPFS)

Offline Behavior

• All settings changes work offline
• Theme, language, and unit changes apply immediately without network
• Cloud sync settings require connectivity to verify account status

Dependencies

• Requires: Authentication — account settings require auth

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Accessing Settings

Click Settings in the sidebar or press Cmd/Ctrl + K and type "Settings".

Settings Tabs

These are the tabs. There is no Appearance, Cloud Sync, Notifications, Auto Gear or Providers tab — this guide listed all five as top-level tabs until 2026-09-08. Four of them are sections inside another tab; Providers does not exist at all. Sections are reachable by scrolling the tab, by the scroll-spy nav on the right, or straight from ⌘K, which indexes every one of them as "Settings → Tab → Section".

General

• Appearance — Theme (Light / Dark / Pink, or System) and Language (English or German). Both are also reachable without opening Settings: at the bottom of the sidebar, and from the command palette (Cmd/Ctrl + K → "theme"). On the collapsed sidebar rail the three theme buttons become a single small dropdown showing the theme you are on, sitting beside the language selector just above the Privacy / Terms icons.
• Notifications — Undo/Redo toast + duration, browser-notification preferences, and the Email Notifications toggles. See Notifications
• Calendar — Import Calendar / Export Calendar (ICS). Live subscription feeds live on the calendar page itself, under ICS Feeds
• Advanced — Hard refresh: clear offline caches and reload the app from scratch

Workflow

• Editor, Export Defaults, Camera Colors, Sub-Rentals — gear-list and export defaults
• Auto Gear — global auto gear rules. See Auto Gear Rules

Account

• Profile — sign in / sign up, profile picture, and profile details (Display Name, Role, Company, Phone Number, Address, Bio, Certifications, Licences)
• Signature & Branding — saved signature and the brand logo / accent colour used on PDF exports
• Billing & Issuer Details — currency preference and issuer details for accounting documents
• Subscription — plan status, Upgrade to Pro, Manage Subscription. See Billing
• AI Integration — bring-your-own-key AI providers. See AI Integration
• Collaboration — enable collaboration and handle pending invites

Security & Privacy

• Email & Password, Two-Factor Authentication — see Authentication. An Encryption section sits between them only where the build sets VITE_ENABLE_PASSWORD_ENCRYPTION; it is off by default and most installs never show it
• Sessions & Devices — active sessions, this device's id, and a read-only Sync status row. Sync itself has no on/off switch; it runs whenever you are signed in and online
• Agent access — MCP connection keys. See MCP Server
• Privacy & Legal — cloud-sync consent state and withdrawal, DSGVO data export, Anonymize contact (DSGVO § 17), GoBD Z3 export, open-source licences
• Danger Zone — Delete Account

Support

• Bug Report — subject, description, steps to reproduce, screenshots
• System Info — app version, build and diagnostics

Backup & Data

This tab is split into eight sub-sections (scroll-spy navigation on the right):

1. Storage

• Project / template / device counts and a summary storage-used bar.
• Storage Health panel: IndexedDB availability, OPFS availability, exact MB used / MB quota plus percentage, and an overall "healthy / needs attention" badge. Click Refresh to re-poll. Auto-refreshes every 30 seconds while the panel is open.

2. Backup

• Download full backup — JSON of everything, written to your downloads folder.
• Import full backup — merges a JSON file into your local data without overwriting.
• Restore from device backup — applies the latest OPFS auto-backup.
• Cloud backups — shows safety backups uploaded during sync conflict resolution. Each can be downloaded or restored. Online-only.
• Browse device backups — per-project auto-backup history; any snapshot can be restored.

3. Auto Backups

• Show auto backups toggle for the dashboard surface.
• Auto backup retention (hours) — the field accepts 1–168 and starts at 24 (one day); 168 is its maximum, not its default. Daily snapshots are kept for 90 days regardless (DAILY_RETENTION_DAYS).

4. Cleanup

• Clear orphaned items — removes contacts not used by any project / company / owned gear (profile and production-company contacts always preserved) and custom devices not used or favorited.
• Clear old auto-backups — drops auto-backups older than the retention window.
• Clear browser cache — clears the browser cache and resets the app shell.

5. Data Integrity

• Verify — runs all five integrity checks (state structure, entity IDs, references, content, maintenance schedules) and shows a summary plus per-category issue list.
• Repair — applies in-place fixes. Clears bad foreign keys, generates missing IDs, resets invalid enum values, fills missing entity names. Never drops entities — the only deletion path is Cleanup above.
• Export Diagnostic Data — downloads the full state plus the verification result as JSON for support requests.

6. Sync

• Live sync status badge (Idle / Syncing / Offline / Error).
• Reset Sync (destructive) — clears local sync metadata and baselines. Use only to recover from persistent sync errors; can cause temporary data duplication if conflicts exist at the moment of the reset.

7. Preferences Export

• Export your settings (theme, units, currency, custom rules, etc.) separately from your project data.

8. Factory Reset

• Run factory reset → confirm twice (Continue, then type RESET). Downloads a full backup, wipes all user data (every IndexedDB, OPFS, localStorage, cookies, caches, service workers), then reloads with a cache-buster. Confirm reads Resetting… and the dialog is inert while it runs; cancelling the backup download cancels the reset.
• Two things are preserved on purpose: free-tier counters (_gl_sys) and the encryption salt (gle_entity_encryption_salt_v1), so paywall progress and old cloud-encrypted backups survive.

Accounting

Currently gated to owner accounts in production (per v0.223.8) — dev / staging shows the tab to all users. Lifts when the Accounting surface goes GA. See Accounting (Expense Tracking) for the full feature documentation.

The Accounting tab is a sub-router with its own 15-page nav — Companies, Products, Templates, Numbering, Email defaults, Invoice settings, Categories, Banking, Cash registers, E-invoice inbox, Recurring invoices, sevDesk-Import, Dunning, Quote settings, Quote templates. Its Categories page manages your expense-tracking categories. On first sign-in the app seeds 28 German SKR04 categories tailored for film production. Each row carries:

• DE / EN labels — bilingual, both editable
• SKR04 code — optional, DATEV-compatible numeric identifier (e.g. 6663 Reisek. Verpflegung, 6822 Bewirtungskosten geschäftlich)
• Default tax rate — 0 % / 7 % / 19 % (UStG-Sätze)
• Anlage EÜR line badge (EÜR Z<n>) — where the category lands on the EÜR form for tax filing
• UStVA Kennziffer badge (UStVA KZ <key>) — Vorsteuer-Kennziffer for the monthly / quarterly UStVA filing (66 standard, 84+67 § 13b reverse-charge, null for VAT-exempt)
• Deductibility % badge (only shown when < 100 %) — Betriebsausgabe-Abzug; 70 % on Bewirtungskosten per § 4 Abs. 5 EStG Nr. 2

Available actions:

• Edit any built-in row — change label, tax rate, EÜR line, UStVA Kennziffer, deductibility %. The migration backfill preserves your customizations the next time the app pulls in new built-ins.
• Hide built-ins you don't use — they stay in storage but stop appearing in pickers. Toggle Show hidden to bring them back.
• Add custom category — create your own row with arbitrary code / labels / metadata. Customs are hard-deletable.
• Restore default categories — non-destructive merge. Re-applies the SKR04 defaults; existing categories are not modified, only missing built-ins are appended. Use after a major release that adds new built-ins, or to restore a row you hid.

Tips

1. Export regularly: Create JSON backups before major changes
2. Match OS theme: Use "System" theme to follow your device's dark/light mode
3. Set language early: Changing language reloads the UI
4. Check storage: Monitor IndexedDB usage if you have many projects with large gear lists

Related Documentation

• Authentication
• Notifications
• Auto Gear Rules
• Provider System
• Accounting (Expense Tracking) — full feature documentation for the Accounting tab
• User Guide

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Last Updated: 2026-09-08 Version: 0.790.2