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Resource Management

What are Resources?​

Resources in udctl are files you upload and attach to your tasks, expenses, budgets, and accounts. Whether it's a receipt photo, a project document, or a design diagram, resources keep all your important files organized alongside the items they belong to.

What You Can Upload​

udctl accepts all file types. Common examples include:

  • Images - Photos, screenshots, receipts (JPEG, PNG, etc.)
  • Documents - PDFs, spreadsheets, presentations
  • Diagrams - Drawio diagrams with in-app editing support
  • Other files - Any file type you need to keep organized

Main Features​

Upload Files​

You can upload files in several ways:

  • Drag and drop files directly into the upload area
  • Browse your computer to select files
  • Paste from clipboard using Ctrl+V (great for screenshots)
  • Upload from CLI for terminal-based workflows

The Resources page gives you two ways to browse your files:

  • Gallery view - Visual grid with thumbnails for images
  • List view - Detailed table with file names, types, and dates

Quickly find what you need:

  • Filter by type - Show only images, documents, or specific resource types
  • Filter by entity - See files attached to tasks, expenses, budgets, or accounts
  • Date range - Find files uploaded within a specific time period
  • Search - Search by file name or description

Resource Inspector​

Click on any resource to see its full details:

  • File metadata (size, type, upload date)
  • EXIF data for photos (camera info, location, dimensions)
  • Which items the file is attached to
  • Download link

Attach to Items​

A single file can be linked to multiple items:

  • Attach a receipt to an expense
  • Link a document to a task
  • Connect a file to a budget or account
  • Unlink files when they're no longer relevant

Diagram Editing​

udctl includes built-in support for drawio diagrams. You can create and edit diagrams directly in the app without needing external tools.

AI Integration​

For image resources, you can interact with AI to analyze the content - useful for extracting text from receipts or understanding document contents.

CLI Commands​

Upload files directly from your terminal:

# Upload a file
ud upload resource ./receipt.png

# Upload and attach to a task
ud upload resource ./design.pdf --entity-type todolist --entity-id abc123

# Upload and attach to an expense (shorthand flags)
ud upload resource ./photo.jpg -t expense -e exp-456

# Attach an existing resource to an item
ud attach resource <resource-id> --entity-type todolist --entity-id abc123

Deleting and Restoring​

Deleting a file moves it to the recycle bin. It leaves every list, attachment, and timeline, and you can bring it back at any time.

  • Restore: open the Trash page in the web app, or run ud restore file <name|id>.
  • List the bin: the Trash page, or ud get file --deleted.
  • Delete for good: the Trash page, or ud delete file <id> --permanent. This also works on a file that is still live.

A file in the bin keeps counting against your storage quota, and so do its earlier versions. Only deleting it for good releases that space. A permanent delete removes the file, its thumbnail, its versions and its links to other items, and it cannot be undone.

Storage Quotas​

  • Regular users - 1 GB total storage, 10 MB per file
  • Admin users - Unlimited storage and file sizes

You can check your current storage usage on the Resources page, which shows a breakdown by file type.

Tips for Success​

  1. Use meaningful file names - Name your files descriptively before uploading so they're easy to find later

  2. Attach files to items - Link resources to the relevant tasks or expenses so everything stays connected

  3. Check your storage - Keep an eye on your storage usage from the Resources page

  4. Use the gallery view for images - The thumbnail grid makes it easy to visually browse photos and screenshots

  5. Bulk delete when needed - Select multiple resources to clean up files you no longer need

How Resources Work with Other Features​

With Tasks​

Attach files to tasks as attachments, embed images in task descriptions, or add files to task notes. Shared tasks make their attached resources accessible to group members.

With Expenses​

Attach receipt photos or invoices to expenses. AI vision can automatically extract expense details from receipt images.

With Budgets and Accounts​

Link supporting documents to budgets and accounts for reference.

Getting Started​

  1. Visit the Resources page - See all your uploaded files in one place
  2. Upload your first file - Drag and drop or click to browse
  3. Attach it to an item - Link the file to a relevant task or expense
  4. Explore the inspector - Click a resource to see its full details and metadata