micasa

Documents

Attach files to your home records – warranties, manuals, invoices, photos.

Documents table

Adding a document#

  1. Switch to the Docs tab (f to cycle forward)
  2. Enter Edit mode (i), press a
  3. Fill in a title and optional file path, then save (ctrl+s)

If you provide a file path, micasa reads the file into the database as a BLOB (up to 50 MB). The title auto-fills from the filename when left blank.

You can also add documents from within a project or appliance detail view – drill into the Docs column and press a. Documents added this way are automatically linked to that record.

Fields#

ColumnTypeDescriptionNotes
IDautoAuto-assignedRead-only
TitletextDocument nameRequired. Auto-filled from filename if blank
EntitytextLinked recordE.g., “project #3”. Only shown on top-level Docs tab
TypetextMIME typeE.g., “application/pdf”, “image/jpeg”
SizetextFile sizeHuman-readable (e.g., “2.5 MB”). Read-only
NotesnotesFree-text annotationsPress enter to preview
UpdateddateLast modifiedRead-only

File handling#

Entity linking#

Documents can be linked to any record type: projects, incidents, appliances, quotes, maintenance items, vendors, or service log entries. The link is set automatically when adding from a drill view, or can be left empty for standalone documents.

The Entity column on the top-level Docs tab shows which record a document belongs to (e.g., “project #3”, “appliance #7”).

Drill columns#

The Docs column appears on the Projects and Appliances tabs, showing how many documents are linked to each record. In Nav mode, press enter to drill into a scoped document list for that record.

Inline editing#

In Edit mode, press e on the Title or Notes column to edit inline. Press e on any other column to open the full edit form. The file attachment cannot be changed after creation.