Haruno Knowledge base

Plugins

Some pages in Haruno for Windows, such as the Portfolio, are plugins. These are add-ons made and signed by Haruno that add their own pages to the left-hand menu and install and update on their own.

  • Mac appIn developmentA developer preview, switched off for every customer. The Portfolio is built into the Mac app, not an add-on.
  • Windows appAvailableAdd-ons are made and signed by Haruno, and install and update on their own. The Portfolio add-on is always on.
In development in the Mac app. It is not available to customers yet. Do not promise it.

A plugin is an add-on, made and signed by Haruno, that gives the app its own pages. The Portfolio is one. You open a plugin's pages from the left-hand menu like any other page.

The plugins today

PluginWhat it addsHow you get it
Portfolio (shown as CFO in some messages)The Portfolio page and a page for each company, with the company list under it in the menu. It also draws the "Questions for management" card in a chat, adds the Companies tab to a project that reads annual reports, and runs the scheduled QuickBooks syncs in the background while Haruno is open.Always on. Haruno installs it by itself on a new PC. It has no card in Connectors and cannot be switched off.
Stellar walletsFour pages: Wallets, Activity, Classification and Report sign-off. It follows Stellar wallets and shows their balances, prices and activity.Optional. It has a card in Settings ▸ Connectors. Turning it on installs it.

Both plugins open in the normal view and in the advanced view.

Where the pages are

Plugin pages sit at the top of the left-hand menu, above Chat. Under Portfolio, the menu lists the companies, each with a coloured dot and sometimes small badges. Those company rows show only while the menu is open, not when it is folded down to icons.

The Portfolio plugin puts its page and its companies at the top of the menu.
The left-hand menu with Portfolio at the top and a list of demo companies under it, in two groups, Clients and Needs setup.The left-hand menu with Portfolio at the top and a list of demo companies under it, in two groups, Clients and Needs setup.

A plugin's page opens like the others. While its code loads you see a short Loading….

Installing and updating

  • First start. On a new PC the menu shows Setting up… where Portfolio will be, and then Portfolio itself. If the download does not work, it says Couldn’t install — retrying and tries again.
  • Updates. While Haruno runs, it checks every few minutes for new versions of its plugins and connectors and installs them by itself. A plugin update does not need the app to restart.
  • While you are on a plugin page. The new version waits so it does not interrupt you. The page shows A new version is ready. with a Reload button. If the plugin is still working on something, the page says "The plugin is still working. Reload once it finishes." If you leave the page and nothing is running, the update installs by itself.
  • Signed. Every plugin package is signed by Haruno, and the app checks the signature before it installs one. There are no plugins from other companies.
  • Paused. Haruno can pause a plugin that has a card in Settings ▸ Connectors. The card then says "Haruno has paused this integration for now. Your settings are kept." and the plugin cannot be switched on until the pause ends. See Connectors.
A plugin update that arrives while the page is open waits for you to press Reload.
The Portfolio page with a bar across the top that says A new version is ready and a Reload button.The Portfolio page with a bar across the top that says A new version is ready and a Reload button.

An update to the plugin is separate from an update to the app itself. The app's own updates are described in Automatic updates.

Plugin settings

Plugins have no settings page of their own. Their options are on their own pages. For example, the Portfolio's gear button holds the books options.

A plugin that has a card in Settings ▸ Connectors, such as Stellar wallets, shows its version and how much space it uses. The card can also show these buttons:

ButtonWhat it does
Open data folderOpens the folder where the plugin keeps its data on this PC.
Delete plugin dataAsks "Delete this plugin's data?" and, if you confirm, deletes it. "This cannot be undone."
RemoveRemoves the plugin. "Its downloaded package is deleted from this computer. The data it keeps on this computer stays, and is there again when you add it back."
Remove and Delete are different

Remove takes the plugin away but keeps its data. Delete plugin data deletes the data. A customer who wants the data gone needs both, or Delete plugin data alone.

If a plugin has a problem, see When a plugin page has a problem.

Connectors that are no longer offered

A few connectors are hidden from the catalog: Git, X and WhatsApp. A customer who already has one keeps it and it keeps working. New customers are not offered it.

LinkedIn is not hidden, it is removed. When the app starts, Haruno signs out anyone who used it and deletes what it saved on the PC. Whoever had it sees a one-line note in Settings ▸ Connectors. See Connectors.

QuickBooks is hidden too, and it is no longer a connector at all. Companies reach Haruno through the dashboard and Add company, and a chat reads their figures from the books.

What to tell a customer

  • "Portfolio is a part of Haruno that updates by itself, separately from the app."
  • "Plugins are made by Haruno only, and every one is signed."
  • A missing Portfolio entry on a new PC usually means the setup is still running or could not download yet. It retries on its own.

Last updated · PR #2944 · View this version on GitHub

History (1 version)
  1. Internal knowledge base for staff: site, reader keys, assistant, 197 pages and the PR rule (#2944)
    PR #2944Commit a2a7836The page at this version
    What changed
    @@ -0,0 +1,77 @@
+---
+title: Plugins
+summary: Some pages in Haruno for Windows, such as the Portfolio, are plugins. These are add-ons made and signed by Haruno that add their own pages to the left-hand menu and install and update on their own.
+feature: plugins
+covers:
+  - windows-client/docs/plugins.md
+  - windows-client/haruno-webview/web/src/plugins/**
+  - windows-client/haruno-webview/web/src/plugin-sdk/**
+  - windows-client/Haruno.Desktop.Core/IntegrationScope.cs
+  - windows-client/Haruno.Desktop.Services/IntegrationCatalogReconciliationService.cs
+  - Integrations/retired.json
+  - Integrations/cfo/module.json
+  - Integrations/stellar/module.json
+---
+
+A plugin is an add-on, made and signed by Haruno, that gives the app its own pages. The Portfolio is one. You open a plugin's pages from the left-hand menu like any other page.
+
+## The plugins today
+
+| Plugin | What it adds | How you get it |
+|---|---|---|
+| **Portfolio** (shown as CFO in some messages) | The **Portfolio** page and a page for each company, with the company list under it in the menu. It also draws the "Questions for management" card in a chat, adds the **Companies** tab to a project that reads annual reports, and runs the scheduled QuickBooks syncs in the background while Haruno is open. | Always on. Haruno installs it by itself on a new PC. It has no card in Connectors and cannot be switched off. |
+| **Stellar wallets** | Four pages: **Wallets**, **Activity**, **Classification** and **Report sign-off**. It follows Stellar wallets and shows their balances, prices and activity. | Optional. It has a card in <Ui>Settings ▸ Connectors</Ui>. Turning it on installs it. |
+
+Both plugins open in the normal view and in the advanced view.
+
+## Where the pages are
+
+Plugin pages sit at the top of the left-hand menu, above Chat. Under **Portfolio**, the menu lists the companies, each with a coloured dot and sometimes small badges. Those company rows show only while the menu is open, not when it is folded down to icons.
+
+<Shot src="/m/c91e6de17439-windows-plugins-menu-light.png" dark="/m/afd30e3f6ba2-windows-plugins-menu-dark.png" alt="The left-hand menu with Portfolio at the top and a list of demo companies under it, in two groups, Clients and Needs setup." caption="The Portfolio plugin puts its page and its companies at the top of the menu." />
+
+A plugin's page opens like the others. While its code loads you see a short **Loading…**.
+
+## Installing and updating
+
+- **First start.** On a new PC the menu shows **Setting up…** where Portfolio will be, and then Portfolio itself. If the download does not work, it says **Couldn’t install — retrying** and tries again.
+- **Updates.** While Haruno runs, it checks every few minutes for new versions of its plugins and connectors and installs them by itself. A plugin update does not need the app to restart.
+- **While you are on a plugin page.** The new version waits so it does not interrupt you. The page shows **A new version is ready.** with a <Ui>Reload</Ui> button. If the plugin is still working on something, the page says "The plugin is still working. Reload once it finishes." If you leave the page and nothing is running, the update installs by itself.
+- **Signed.** Every plugin package is signed by Haruno, and the app checks the signature before it installs one. There are no plugins from other companies.
+- **Paused.** Haruno can pause a plugin that has a card in <Ui>Settings ▸ Connectors</Ui>. The card then says "Haruno has paused this integration for now. Your settings are kept." and the plugin cannot be switched on until the pause ends. See [Connectors](/windows/connectors/overview/).
+
+<Shot src="/m/41369b08be36-windows-plugins-reload-light.png" dark="/m/4ec2d6cbe028-windows-plugins-reload-dark.png" alt="The Portfolio page with a bar across the top that says A new version is ready and a Reload button." caption="A plugin update that arrives while the page is open waits for you to press Reload." />
+
+An update to the plugin is separate from an update to the app itself. The app's own updates are described in [Automatic updates](/windows/app/updates/).
+
+## Plugin settings
+
+Plugins have no settings page of their own. Their options are on their own pages. For example, the Portfolio's gear button holds the books options.
+
+A plugin that has a card in <Ui>Settings ▸ Connectors</Ui>, such as Stellar wallets, shows its version and how much space it uses. The card can also show these buttons:
+
+| Button | What it does |
+|---|---|
+| <Ui>Open data folder</Ui> | Opens the folder where the plugin keeps its data on this PC. |
+| <Ui>Delete plugin data</Ui> | Asks "Delete this plugin's data?" and, if you confirm, deletes it. "This cannot be undone." |
+| <Ui>Remove</Ui> | Removes the plugin. "Its downloaded package is deleted from this computer. The data it keeps on this computer stays, and is there again when you add it back." |
+
+<Callout variant="info" title="Remove and Delete are different">
+**Remove** takes the plugin away but keeps its data. **Delete plugin data** deletes the data. A customer who wants the data gone needs both, or **Delete plugin data** alone.
+</Callout>
+
+If a plugin has a problem, see [When a plugin page has a problem](/windows/app/plugin-problems/).
+
+## Connectors that are no longer offered
+
+A few connectors are hidden from the catalog: Git, X and WhatsApp. A customer who already has one keeps it and it keeps working. New customers are not offered it.
+
+LinkedIn is not hidden, it is removed. When the app starts, Haruno signs out anyone who used it and deletes what it saved on the PC. Whoever had it sees a one-line note in <Ui>Settings ▸ Connectors</Ui>. See [Connectors](/windows/connectors/overview/).
+
+QuickBooks is hidden too, and it is no longer a connector at all. Companies reach Haruno through the dashboard and <Ui>Add company</Ui>, and a chat reads their figures from the books.
+
+## What to tell a customer
+
+- "Portfolio is a part of Haruno that updates by itself, separately from the app."
+- "Plugins are made by Haruno only, and every one is signed."
+- A missing Portfolio entry on a new PC usually means the setup is still running or could not download yet. It retries on its own.