@drdoc-com/pi-drdoc 1.0.1 → 1.0.3

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package/README.md CHANGED
@@ -1,4 +1,4 @@
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- # Pi Plugin for Dr.DOC
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+ # Pi Plugin for Dr.DOC DMS
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  An integration plugin Package for the **Pi Agent** (`pi.dev`) ecosystem to interact seamlessly with the [**Dr.DOC Document Management System** \(DMS/ECM\)](https://drdoc.com/node/de/products/web).
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@@ -46,6 +46,32 @@ pi install git:https://github.com/drdoc-com/pi-drdoc
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  ---
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+ ## Usage
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+
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+ ### Pi Slash Commands (within Pi Agent)
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+
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+ Use Pi Slash Command (within Pi Agent) to signin/login.
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+ Format:
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+ ```bash
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+ /drdoc_login <baseUrl> <username> <password> <totp> <ignoreSSL:1,0>
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+ ```
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+ Example:
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+ ```bash
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+ /drdoc_login https://drdoc.com demo password "" 1
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+ ```
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+
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+ And signout/logout:
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+ ```bash
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+ /drdoc_logout
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+ ```
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+
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+ ### Pi Agent Tool Calling
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+
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+ Example:
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+ ```
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+ Suche im Dr.DOC Archiv "rec" alle Rechnungen von Firma Amazon aus diesem Jahr.
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+ ```
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+
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  ## Configuration
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  The plugin utilizes configuration options supplied by the Dr.DOC client or environment variables.
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  ---
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+ ### Security Notes
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+ * Pi Agent is designed as a **personal** AI agent. Users must operate their own private Pi Agent instance rather than using an instance hosted on the Dr.DOC Web Server.
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+ * Credential Persistence (/drdoc_login): When using the Dr.DOC AI Chat with Pi configured as the AI endpoint (via `@drdoc-com/pi-openai-api-wrapper`), the `/drdoc_login` command *MUST NOT* be executed. Authentication credentials within the Pi Agent instance are persistent and could potentially be exposed to other users sharing the same instance.
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+ * Dedicated Service Account: Use a dedicated Dr.DOC user account with limited permissions (e.g. *Datensatzspezifische Berechtigungen*) based on the principle of least privilege (*"need-to-know"*) specifically for AI tasks and the `/drdoc_login` command.
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+ * Containerized Deployment: Whenever possible, run Pi Agent inside an isolated container environment (e.g., Docker, Podman) to ensure process isolation and security boundaries.
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+
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+ ---
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+
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  ## License
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  This project is licensed under the Apache License 2.0.
package/package.json CHANGED
@@ -1,6 +1,6 @@
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  {
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  "name": "@drdoc-com/pi-drdoc",
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- "version": "1.0.1",
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+ "version": "1.0.3",
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  "description": "Dr.DOC DMS Integration Package for PI Agent",
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  "type": "module",
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  "license": "Apache License 2.0",
package/src/index.ts CHANGED
@@ -27,7 +27,7 @@ export default function (pi: any): void {
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  baseUrl = process.env.DRDOC_BASE_URL;
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  if (!baseUrl || !username || !password) {
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- msgError("Fehler: Syntax ist `/drdoc-login <baseUrl> <username> <password> <totp> <ignoreSSL:1,0>`");
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+ msgError("Fehler: Syntax ist `/drdoc_login <baseUrl> <username> <password> <totp> <ignoreSSL:1,0>`");
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  return;
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  }
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package/src/tools.ts CHANGED
@@ -17,7 +17,7 @@ export async function getClient(config: DrDocConfig = {} as DrDocConfig, force:
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  if (await clientInstance.state())
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  msgInfo('getClient: state ok');
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  else {
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- throw new Error("getClient: DrDocClient ist nicht initialisiert. Bitte vorher den Befehl /drdoc-login ausführen.");
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+ throw new Error("getClient: DrDocClient ist nicht initialisiert. Bitte vorher den Befehl /drdoc_login ausführen.");
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  }
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  }
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  return clientInstance;