AayDocCapio

v1.8.1 — A secure, standalone desktop utility for bulk downloading Form 26AS, AIS, and TIS from the Income Tax Department e-Filing portal for multiple clients in one click — and now emailing those documents directly to clients.

Built with PyQt6 + Playwright. Runs on Windows, macOS, and Linux/WSL.

---

What's New in 1.8.1

• System Tray — app hides entirely to the Windows system tray during a batch run; WinRT toast notifications with app icon on hide and completion; tray menu for Restore, Stop Batch, Quit.
• Selective Email Settings Export/Import — choose SMTP settings and/or individual templates to export; SMTP password exported encrypted and portable across machines.
• Dynamic Save button — Cancel in Email Settings switches to Save & Close only when changes are detected.
• App logo refreshed — new high-resolution icon with full DPI size set (16–256px); enlarged in header and added to Manage Assessment Years dialog and Help Manual.
• Themed tooltips — QToolTip adapts to light/dark theme.
• Help Manual updated — new sections for System Tray, Email Templates, Export/Import, Run History; logo in hero and sticky nav; screenshots now bundled in compiled build.
• Stopped batch preserves status — stopping no longer overwrites the last saved download status in the vault.

See the full CHANGELOG for details.

---

Quick Links

• Full Documentation
• Windows Build Guide — Nuitka, Inno Setup, WiX MSI
• macOS Support — setup, what changed, app-bundle build
• Development Log — design decisions & debugging history
• Changelog

---

Quick Start

git clone https://github.com/dkbholusaria/AayDocCapio.git
cd AayDocCapio
pip install -r requirements.txt
playwright install chromium
python app.py

Requires Google Chrome for AIS/TIS downloads (the app launches real Chrome via channel="chrome"). 26AS works without it.

On macOS you can also run bash scripts/setup.sh once and then double-click scripts/AayDocCapio.command in Finder — see the macOS guide.

---

Features

Feature	Details
Form 26AS	PDF + TXT download for all selected clients
AIS / TIS	Request generation + download once ready
Email delivery	Batch email tax docs to clients with one click
Provider presets	Gmail, Outlook, Office 365, Exchange, Yahoo, iCloud, Custom
Rich text composer	Font, size, B/I/U, placeholders, CC, BCC
Managing Clients	Encrypted credentials (AES-256 via Fernet)
Bulk import	Excel / CSV template with Name, PAN, DOB, Password, Email, CC
Assessment Year management	Toggle years on/off, add custom AY/TY entries
Download history	Last status and folder per client per AY, shown in table
Themes	Light and Dark Navy; extensible via themes.py
Resume after Stop	Retry only the clients that were not completed
Excel report	Per-client status, folder hyperlink, per-row timestamp
Headless mode	Run browser hidden or visible (for CAPTCHA handling)

---

Architecture

app.py                   — Main window and all application logic
config.py                — Path helpers (_app_dir, _bundled_dir, etc.)
utils.py                 — Shared utilities (timestamps, etc.)
themes.py                — ThemeColors dataclass, THEMES registry, build_stylesheet()
vault.py                 — Encrypted client vault, settings, download history
ui/
  _theme.py              — Shared active-theme state (avoids circular imports)
  helpers.py             — Widget factory helpers (_btn, _lbl, _shadow, _status_style)
  widgets.py             — StyledComboBox and delegates
  dialogs.py             — ManageYearsDialog, BatchProgressDialog, MailDocsDialog, SmtpSettingsDialog
automation/
  browser.py             — Playwright browser launch / auth helpers
  downloader_26as.py     — 26AS download + TXT → Excel/HTML converter
  downloader_ais_tis.py  — AIS/TIS download
  emailer.py             — SMTP send, batch send, session logging, document list builder
  as26_converter.py      — 26AS TXT parser
  errors.py              — Human-readable error messages
scripts/
  release.sh             — GitHub release automation (--dry-run, --rerun)
  bump.sh                — Version bump utility
  AayDocCapio.command    — macOS double-click launcher
resources/icons/         — All PNG icons (buttons, menus, email providers)
assessment_years.json    — AY/TY list (editable via Settings → Manage Years)

---

Requirements

• Python 3.11+
• Google Chrome (for AIS/TIS; Chromium suffices for 26AS)
• See requirements.txt for Python packages

---

Support

Use Help -> Report Bug / Request Feature... inside the app to open a structured GitHub form for bug reports or feature requests.

---

License

AayDocCapio is licensed under the GNU Affero General Public License v3.0 or later (AGPL-3.0-or-later) for changes and distributions after the old-license-mit tag. See LICENSE.

Releases and commits up to and including old-license-mit remain available under the MIT License. See legacy MIT notice.

New source files should include Copyright (C) 2026 Deepak Bholusaria and SPDX-License-Identifier: AGPL-3.0-or-later near the top of the file.