Start the setup wizard blank and add a Run setup again button

The first-run seed no longer inserts the original vendor's name, address, contact
details, PAN or bank account; the wizard now starts empty and requires a name and
state. Settings > Data gets a Run setup again button that clears the onboarded flag.
Re-running the wizard keeps the active invoice series unless the prefix or padding
changes. The sample logo moves out of public/ so it no longer ships in the app.

README.md

@@ -1,6 +1,6 @@
 # Voiced
 
-An offline-first GST invoicing desktop app for **Test Vendor**, built by **Bongbetic**.
+An offline-first GST invoicing desktop app built by **Bongbetic**.
 
 Voiced turns a few details into a clean, print-ready PDF invoice. It keeps a running invoice-number series in a
 local database, remembers your vendor, client and bank details, and works without an account or a network

docs/templates/07-crimson-grid.md

@@ -74,7 +74,7 @@ Everything can be built with View backgroundColor and borders. Svg is only neede
 
 ## Mapping to Voiced fields
 
-- Logo slot: vendor logo (Image maxHeight 46, maxWidth ~110, objectFit contain). If the logo is a wordmark (e.g. public/brand/sample-wordmark-logo.png), hide the text lockup.
+- Logo slot: vendor logo (Image maxHeight 46, maxWidth ~110, objectFit contain). If the logo is a wordmark (e.g. src/pdf/testing/fixtures/sample-wordmark-logo.png), hide the text lockup.
 - Brand lockup: vendorName (SemiBold 15.4 uppercase, wraps, right-aligned).
 - 'INVOICE': show 'TAX INVOICE' when taxType != none, else 'INVOICE'.
 - Meta lines: 'Invoice No: {number}', 'Invoice Date: {date}', NEW 'Due Date: {dueDate}' (3rd line, same 18.68 pitch), optional 'PO No: {poNumber}'.

scripts/logo/contact-sheet.mjs

@@ -116,7 +116,7 @@ async function main() {
   const { computeLogoPlacement, slotFor } = await loadPlacement();
   mkdirSync(OUT_DIR, { recursive: true });
 
-  const sampleRaw = await loadImage(readFileSync(path.join(ROOT, "public/brand/sample-wordmark-logo.png")));
+  const sampleRaw = await loadImage(readFileSync(path.join(ROOT, "src/pdf/testing/fixtures/sample-wordmark-logo.png")));
   const sampleCanvas = createCanvas(sampleRaw.width, sampleRaw.height);
   sampleCanvas.getContext("2d").drawImage(sampleRaw, 0, 0);
   const syn = syntheticLogos(createCanvas);

src-tauri/src/commands/invoice.rs

@@ -940,7 +940,7 @@ mod tests {
         let bank_id: i64 = conn.query_row("SELECT id FROM bank_accounts", [], |r| r.get(0)).unwrap();
         let inv = issue(&mut conn, input(json!({"bankAccountId": bank_id}))).unwrap();
         let bank: serde_json::Value = serde_json::from_str(&inv.bank_snapshot).unwrap();
-        assert_eq!(bank["bankName"], "State Bank of India");
+        assert_eq!(bank["bankName"], "Test Bank");
         let err = issue(&mut conn, input(json!({"bankAccountId": 9999}))).unwrap_err();
         assert!(err.contains("bank account"), "{err}");
     }

src-tauri/src/db.rs

@@ -436,8 +436,8 @@ fn prune_backups(backup_dir: &Path, keep: usize) -> std::io::Result<()> {
 }
 
 /// Insert the first-run defaults the very first time the app is opened.
-/// Vendor details are pre-filled from the owner's existing invoice. The vendor
+/// The defaults are neutral: no vendor, bank or tax identity is pre-filled, so the setup wizard
-/// has no GSTIN yet, so the defaults describe an unregistered supplier (no tax).
+/// starts blank. The vendor is an unregistered supplier (no tax) until the wizard says otherwise.
 fn seed(conn: &Connection) -> rusqlite::Result<()> {
     let settings_count: i64 =
         conn.query_row("SELECT COUNT(*) FROM app_settings", [], |r| r.get(0))?;
@@ -447,38 +447,8 @@ fn seed(conn: &Connection) -> rusqlite::Result<()> {
                (id, vendor_name, vendor_address, vendor_email, vendor_phone,
                 vendor_pan, vendor_gstin, vendor_state_code, default_tax_rate,
                 default_tax_type, payment_terms_days, currency, onboarded, theme)
-               VALUES (1, ?1, ?2, ?3, ?4, ?5, ?6, '29', 18, 'none', 30, 'INR', 0, 'g10')"#,
+               VALUES (1, '', '', '', '', '', '', '', 18, 'none', 30, 'INR', 0, 'g10')"#,
-            params![
+            [],
-                "Test Vendor",
-                "1 Test Road, Bangalore - 560001",
-                "vendor@example.com",
-                "9000000000",
-                "ABCDE1234F",
-                "",
-            ],
-        )?;
-    }
-
-    let bank_count: i64 =
-        conn.query_row("SELECT COUNT(*) FROM bank_accounts", [], |r| r.get(0))?;
-    if bank_count == 0 {
-        conn.execute(
-            r#"INSERT INTO bank_accounts
-               (label, bank_name, account_name, account_no, branch, ifsc, is_default)
-               VALUES (?1, ?2, ?3, ?4, ?5, ?6, 1)"#,
-            params![
-                "Primary",
-                "State Bank of India",
-                "Test Vendor",
-                "000000000000",
-                "000001",
-                "TEST0000001",
-            ],
-        )?;
-        let bank_id = conn.last_insert_rowid();
-        conn.execute(
-            "UPDATE app_settings SET default_bank_id = ?1 WHERE id = 1",
-            params![bank_id],
         )?;
     }
 
@@ -497,6 +467,25 @@ fn seed(conn: &Connection) -> rusqlite::Result<()> {
     Ok(())
 }
 
+/// Sample vendor and bank for command-logic unit tests (production seeds none). Fake values only.
+#[cfg(test)]
+pub(crate) fn seed_test_fixture(conn: &Connection) -> rusqlite::Result<()> {
+    conn.execute(
+        r#"UPDATE app_settings SET vendor_name = 'Test Vendor', vendor_address = '1 Test Road, Bangalore - 560001',
+           vendor_email = 'vendor@example.com', vendor_phone = '9000000000', vendor_pan = 'ABCDE1234F',
+           vendor_state_code = '29' WHERE id = 1"#,
+        [],
+    )?;
+    conn.execute(
+        r#"INSERT INTO bank_accounts (label, bank_name, account_name, account_no, branch, ifsc, is_default)
+           VALUES ('Primary', 'Test Bank', 'Test Vendor', '000000000000', '000001', 'TEST0000001', 1)"#,
+        [],
+    )?;
+    let bank_id = conn.last_insert_rowid();
+    conn.execute("UPDATE app_settings SET default_bank_id = ?1 WHERE id = 1", params![bank_id])?;
+    Ok(())
+}
+
 /// A migrated, seeded in-memory database for unit tests of the command logic.
 #[cfg(test)]
 pub fn open_in_memory() -> Result<Connection, DbError> {
@@ -504,6 +493,7 @@ pub fn open_in_memory() -> Result<Connection, DbError> {
     conn.pragma_update(None, "foreign_keys", "ON")?;
     migrations().to_latest(&mut conn)?;
     seed(&conn)?;
+    seed_test_fixture(&conn)?;
     Ok(conn)
 }
 
@@ -726,7 +716,7 @@ CREATE INDEX IF NOT EXISTS idx_invoices_created ON invoices(created_at DESC);
             .unwrap();
         assert_eq!(tax_type, "none");
         assert_eq!(gst_reg, "unregistered");
-        assert_eq!(name, "Test Vendor");
+        assert_eq!(name, "");
         assert!(backups_in(&backups).is_empty());
     }
 

src-tauri/src/logo.rs

@@ -213,7 +213,7 @@ fn clean_alpha(img: &mut RgbaImage) {
 }
 
 /// Keep 64 levels per channel (steps of about 4/255, invisible in print). Anti-aliasing and encoder
-/// noise of +-1 otherwise makes flat colours incompressible: the Test Vendor logo drops from 149 KB to 75 KB.
+/// noise of +-1 otherwise makes flat colours incompressible: a sample wordmark logo drops from 149 KB to 75 KB.
 fn quantize_colour(img: &mut RgbaImage) {
     for p in img.pixels_mut() {
         for c in 0..3 {
@@ -535,7 +535,7 @@ mod tests {
 
     #[test]
     fn sample_logo_is_trimmed_and_small() {
-        let path = std::path::Path::new(env!("CARGO_MANIFEST_DIR")).join("../public/brand/sample-wordmark-logo.png");
+        let path = std::path::Path::new(env!("CARGO_MANIFEST_DIR")).join("../src/pdf/testing/fixtures/sample-wordmark-logo.png");
         let bytes = std::fs::read(path).unwrap();
         let out = process_logo(&bytes).unwrap();
         let m = &out.metrics;

src/components/DataBackupPanel.tsx

@@ -1,7 +1,8 @@
 import { useCallback, useEffect, useState } from "react";
 import { Button, InlineLoading, InlineNotification, Modal, Tile, Toggle } from "@carbon/react";
-import { open, save } from "@tauri-apps/plugin-dialog";
+import { confirm, open, save } from "@tauri-apps/plugin-dialog";
 import { api } from "../lib/api";
+import type { Settings } from "../lib/types";
 import {
   backupFileName,
   ensureZipExtension,
@@ -20,8 +21,15 @@ type RestoreStep = "confirm" | "staging" | "ready";
 const joinPath = (dir: string, name: string) =>
   !dir ? name : /[\\/]$/.test(dir) ? `${dir}${name}` : `${dir}${dir.includes("\\") && !dir.includes("/") ? "\\" : "/"}${name}`;
 
-/** Settings > Data: manual backup, restore (staged, applied after a restart) and the automatic daily backup. */
+interface DataBackupPanelProps {
-export default function DataBackupPanel() {
+  /** The saved settings; "Run setup again" writes them back with the wizard flag cleared. */
+  settings: Settings;
+  /** Called after the flag is cleared, so the app reloads settings and shows the wizard. */
+  onRerunSetup: () => void;
+}
+
+/** Settings > Data: manual backup, restore (staged, applied after a restart), the automatic daily backup and re-running setup. */
+export default function DataBackupPanel({ settings, onRerunSetup }: DataBackupPanelProps) {
   const toast = useToast();
   const [status, setStatus] = useState<BackupStatus | null>(null);
   const [backingUp, setBackingUp] = useState(false);
@@ -32,6 +40,20 @@ export default function DataBackupPanel() {
   const [restarting, setRestarting] = useState(false);
   useReturnFocus(restorePath !== null);
 
+  const rerunSetup = async () => {
+    const ok = await confirm(
+      "Open the setup wizard again? Your invoices, clients and backups are kept, and the wizard starts with your current details.",
+      { title: "Run setup again", kind: "warning" },
+    );
+    if (!ok) return;
+    try {
+      await api.saveSettings({ ...settings, onboarded: false });
+      onRerunSetup();
+    } catch (e) {
+      toast.error("Could not start setup", String(e));
+    }
+  };
+
   const refresh = useCallback(async () => {
     try {
       setStatus(await api.getBackupStatus());
@@ -229,6 +251,19 @@ export default function DataBackupPanel() {
         </div>
       </Tile>
 
+      <Tile>
+        <h2 className="voiced-section-title">Setup wizard</h2>
+        <p className="voiced-muted">
+          Run the first-time setup again to change your business details, logo, bank account and numbering in one go. Existing
+          invoices, clients and backups are not touched, and invoice numbering carries on unless you change the prefix.
+        </p>
+        <div className="voiced-actions">
+          <Button size="md" kind="tertiary" onClick={() => void rerunSetup()}>
+            Run setup again
+          </Button>
+        </div>
+      </Tile>
+
       <Modal
         open={restorePath !== null}
         danger={step === "confirm"}

src/lib/selfTestE2e.ts

@@ -7,7 +7,8 @@ import type { BankAccount, Invoice, InvoiceInput, Settings } from "./types";
 
 /**
  * The end-to-end invoice flow through the real IPC, run against the fresh database the self-test
- * launches with (it seeds the unregistered vendor, a default bank and an active series).
+ * launches with. The fresh database is neutral (no vendor, no bank), so the first step provisions a
+ * fake vendor and bank the way the setup wizard would.
  */
 
 const today = () => {
@@ -28,11 +29,32 @@ export async function runE2eSteps(log: StepLog, reportPath: string): Promise<voi
   let bank!: BankAccount;
   let invoice: Invoice | null = null;
 
-  const loaded = await log.run("e2e: get settings and default bank", async () => {
+  const loaded = await log.run("e2e: provision vendor and bank, get settings", async () => {
     s = await api.getSettings();
-    const banks = await api.listBanks();
+    let banks = await api.listBanks();
+    if (banks.length === 0) {
+      const saved = await api.saveBank({
+        id: null,
+        label: "Primary",
+        bankName: "Self-test Bank",
+        accountName: "Self-test Vendor",
+        accountNo: "000000000000",
+        branch: "000001",
+        ifsc: "TEST0000001",
+        isDefault: true,
+      });
+      s = await api.saveSettings({
+        ...s,
+        vendorName: s.vendorName || "Self-test Vendor",
+        vendorAddress: s.vendorAddress || "1 Test Road, Bengaluru - 560001",
+        vendorStateCode: s.vendorStateCode || "29",
+        defaultBankId: saved.id,
+        onboarded: true,
+      });
+      banks = await api.listBanks();
+    }
     const found = banks.find((b) => b.id === s.defaultBankId) ?? banks[0];
-    if (!found) throw new Error("the fresh database has no bank account");
+    if (!found) throw new Error("no bank account after provisioning");
     bank = found;
     return `${s.vendorName}, ${s.gstRegistration}, state ${s.vendorStateCode}, bank "${bank.label}"`;
   });

src/pdf/templates/harness.ts

@@ -166,7 +166,7 @@ export function fixtureLogo(kind: LogoKind): LogoInput | null {
   if (!hit) {
     if (kind === "real") {
       // 2172 x 724: the untrimmed Test Vendor logo, a 3:1 aspect.
-      const png = readFileSync(path.resolve(process.cwd(), "public/brand/sample-wordmark-logo.png"));
+      const png = readFileSync(path.resolve(process.cwd(), "src/pdf/testing/fixtures/sample-wordmark-logo.png"));
       const [width, height] = [png.readUInt32BE(16), png.readUInt32BE(20)];
       hit = { dataUri: dataUri(png), width, height, aspect: width / height, density: 0.21, kind: "wordmark", includesName: true };
     } else if (kind === "knockout") {

src/views/AppSettings.tsx

@@ -440,7 +440,7 @@ export default function AppSettings({
       </section>
             </TabPanel>
             <TabPanel>
-              <DataBackupPanel />
+              <DataBackupPanel settings={settings} onRerunSetup={onSaved} />
             </TabPanel>
             <TabPanel>
               <ErpnextSettingsPanel active={tab === SETTINGS_TABS.findIndex((t) => t.id === "integrations")} />

src/views/Onboarding.tsx

@@ -46,6 +46,8 @@ export default function Onboarding({ initial, onDone }: OnboardingProps) {
   const [bank, setBank] = useState<BankAccount>(bankers());
   const [prefix, setPrefix] = useState(`INV/${new Date().getFullYear()}-`);
   const [padding, setPadding] = useState(3);
+  // The series that is active when the wizard opens. A re-run keeps it (and its counter) unless changed.
+  const [loadedSeries, setLoadedSeries] = useState<{ prefix: string; padding: number } | null>(null);
 
   useEffect(() => {
     let active = true;
@@ -58,6 +60,7 @@ export default function Onboarding({ initial, onDone }: OnboardingProps) {
         if (series) {
           setPrefix(series.prefix);
           setPadding(series.padding);
+          setLoadedSeries({ prefix: series.prefix, padding: series.padding });
         }
       } catch {
         /* first run – defaults are fine */
@@ -89,7 +92,7 @@ export default function Onboarding({ initial, onDone }: OnboardingProps) {
           phoneError(form.vendorPhone) ||
           gstinProblem,
       ),
-    [form.vendorPan, form.vendorEmail, form.vendorPhone, gstinProblem],
+    [form.vendorName, form.vendorStateCode, form.vendorPan, form.vendorEmail, form.vendorPhone, gstinProblem],
   );
 
   const finish = async () => {
@@ -97,10 +100,13 @@ export default function Onboarding({ initial, onDone }: OnboardingProps) {
     setError(null);
     try {
       const savedBank = await api.saveBank({ ...bank, isDefault: true });
-      await api.startNewSeries(prefix.trim() || `INV/${new Date().getFullYear()}-`, padding);
+      const wantedPrefix = prefix.trim() || `INV/${new Date().getFullYear()}-`;
+      if (!loadedSeries || loadedSeries.prefix !== wantedPrefix || loadedSeries.padding !== padding) {
+        await api.startNewSeries(wantedPrefix, padding);
+      }
       const next: Settings = {
         ...form,
-        vendorName: form.vendorName.trim() || "Vendor",
+        vendorName: form.vendorName.trim(),
         defaultBankId: savedBank.id,
         onboarded: true,
       };
@@ -120,8 +126,7 @@ export default function Onboarding({ initial, onDone }: OnboardingProps) {
         <Grid narrow>
           <Column sm={4} md={8} lg={12}>
             <p className="voiced-muted" style={{ marginBottom: "1rem" }}>
-              These details are printed on every invoice. They are pre-filled from your existing invoice —
+              These details are printed on every invoice. You can change them later in Settings.
-              adjust anything that has changed.
             </p>
           </Column>
           <Column sm={4} md={8} lg={12}>
@@ -207,6 +212,7 @@ export default function Onboarding({ initial, onDone }: OnboardingProps) {
               value={form.vendorStateCode}
               onChange={(e) => set("vendorStateCode", e.target.value)}
             >
+              <SelectItem value="" text="Choose your state" disabled hidden />
               {INDIAN_STATES.map((s) => (
                 <SelectItem key={s.code} value={s.code} text={`${s.code} — ${s.name}`} />
               ))}
@@ -392,7 +398,7 @@ export default function Onboarding({ initial, onDone }: OnboardingProps) {
             {saving ? "Saving…" : "Finish setup"}
           </Button>
         ) : (
-          <Button onClick={() => setStep((s) => s + 1)}>Next</Button>
+          <Button disabled={step === 0 && businessInvalid} onClick={() => setStep((s) => s + 1)}>Next</Button>
         )}
       </div>
     </div>