v3.0.2 edit invoice Save and Send - 2026-06-01 UTC

• Added a second button on the admin Edit Invoice page: “Save and Send”.
• “Save Invoice” keeps the existing save-only behavior.
• “Save and Send” saves the invoice first, then reuses the existing invoice email workflow.
• The email workflow continues to generate and attach the invoice PDF.
• Successful sends redirect back to the invoice view with email_sent=1.
• Failed sends redirect back to the invoice view with email_failed=1.
• Works with the v3.0.1 multi-line invoice edit workflow.

Verified:

• Save Invoice still saves without sending.
• Save and Send saves the invoice and sends the client invoice email.

v3.0.1 multi-line invoice edit safety - 2026-06-01 UTC

• Updated admin invoice edit workflow to preserve multi-line invoice items.
• Edit Invoice now loads existing invoice_items rows instead of treating the invoice as one total/notes row.
• Save Invoice now recalculates subtotal from edited line items.
• Save Invoice now preserves separate subtotal_amount, tax_amount, and total_amount fields.
• Save Invoice now recreates invoice_items from submitted line rows without flattening the invoice into one line.
• Added editable Tax / HST field plus a “Set 13% HST” helper button.
• Locked invoices with payment activity still protect core accounting fields and line items.
• This prevents converted invoices such as INV-0041 from being accidentally collapsed if opened and saved.

v3.0.0 selected portal invoice downloads - 2026-05-29 UTC

• Added invoice selection checkboxes to the client portal dashboard.
• Added a select-all checkbox in the portal invoice table header.
• Converted portal invoice ZIP download from all-only GET behavior to GET/POST behavior.
• Clicking “Download All Invoices” with no invoices selected still downloads all portal invoices.
• Clicking “Download All Invoices” with checked invoices downloads only the selected invoices.
• Selected downloads use selected_invoices.zip; full downloads continue using all_invoices.zip.
• Auto-refresh now pauses when one or more invoice checkboxes are selected so the page does not reload during selection.
• Existing portal invoice authorization is preserved: downloads are restricted to the logged-in client’s own invoices.

Verified:

• No selected invoices downloads all invoices.
• Selected invoices download only those invoice PDFs.
• Header checkbox selects/deselects visible invoices.

v2.0.9 portal account-credit payments - 2026-05-29 UTC

• Added portal “Use available credit” payment option for unpaid CAD invoices.
• Added /portal/invoice/<invoice_id>/apply-credit route.
• Added first-class credit value to payments.payment_method.
• Applying credit now writes a confirmed payments row with payment_method='credit'.
• Applying credit now writes a matching credit_ledger debit using entry_type='invoice_deduction'.
• Invoice totals/status are recalculated through the existing recalc_invoice_totals() workflow.
• Portal invoice detail now shows credit success/error messages.
• Portal payment history and admin invoice payment history now show Credit payments.
• Added SQL migration record: sql/migrations/20260529_v2_0_9_credit_payment_method.sql.

Verified:

• INV-0045 / invoice id 52 was paid using $11.30 CAD account credit.
• Credit ledger balance dropped from $25.00 CAD to $13.70 CAD.

v2.0.8 multi-line invoice creation - 2026-05-29 UTC

• Added multi-line invoice item creation on the admin Create Invoice page.
• Added “+ Add Line” support with per-line description, quantity, unit cost, and HST checkbox.
• Invoice subtotal is now calculated from the sum of all line totals.
• HST is calculated from taxable lines only.
• Invoice creation now inserts one invoice_items row per invoice line.
• Admin invoice view now displays all invoice line items with quantity, unit cost, and amount.
• Invoice PDFs now render all invoice line items instead of only the invoice-level notes field.
• Existing single-line invoices remain compatible.
• Fixed Create Invoice table header/input styling for dark theme readability.

v2.0.7 PDF invoice description wrapping - 2026-05-29 UTC

• Fixed invoice PDFs so long invoice descriptions wrap across multiple lines instead of being truncated.
• Updated PDF invoice item line to show subtotal/line amount instead of tax-included total.
• PDF totals now show HST only when tax exists.
• Portal Download All Invoices now creates client-copy PDFs without the optional invoice footer block.
• Kept admin/portal HTML invoice views unchanged.

v2.0.6 health revenue dashboard - 2026-05-29 UTC

• Added Square / Revenue Health panel to /health.
• Added confirmed payment totals for today, this month, and this year.
• Added all-confirmed payment totals alongside Square-only totals.
• Added latest confirmed payment summary.
• Added Receivables Aging panel showing unpaid invoice totals and aging buckets.
• Added matching revenue and receivables data to /health.json.
• Cleaned health labels from Operations Bal / Treasury Bal to Operations Balance / Treasury Balance.

v2.0.5 final invoice workflow - 2026-05-29 UTC

• Create Invoice now supports a real invoice line description, quantity, unit cost, and optional 13% HST checkbox.
• Invoice subtotal is calculated as quantity × unit cost.
• Tax is calculated server-side only when Apply 13% HST is checked.
• Invoice totals now store subtotal_amount, tax_amount, and total_amount correctly.
• Portal invoice detail now displays Subtotal, HST 13% when applicable, Total Amount, Paid, and Outstanding.
• Invoice item descriptions support long invoice text through invoice_items.description as TEXT.
• Existing invoices are preserved.

v2.0.5 portal invoice summary fix - 2026-05-29 UTC

• Portal invoice detail now selects subtotal_amount and tax_amount from invoices.
• Portal invoice summary now displays Subtotal, HST 13% when tax exists, Total Amount, Paid, and Outstanding correctly.
• Reconciliation refresh path also preserves formatted subtotal and tax values.

v2.0.5 follow-up - 2026-05-29 UTC

• Added Qty to Create Invoice.
• Unit Cost now combines with Qty to calculate invoice line subtotal.
• Portal invoice detail now shows invoice subtotal, HST 13% when present, total amount, paid, and outstanding under the invoice items table.

v2.0.5 - 2026-05-29 UTC

• Updated Create Invoice flow to use Cost / Subtotal plus optional 13% HST checkbox.
• Final Total Amount is now calculated from subtotal + tax server-side.
• Invoice line description is entered as a proper multi-line description and stored in invoice_items.
• Invoice view/print output now shows line amount as subtotal and hides the tax row when tax is zero.
• Preserves existing invoices and uses existing subtotal_amount, tax_amount, and total_amount columns.

v2.0.2 - 2026-05-24 19:40 UTC

• Added Square / Revenue Health panel to /health before crypto balance panels.
• Revenue panel now uses confirmed rows from the payments table, not invoice guesses.
• Shows Square confirmed payment count + CAD total for today, this month, and this year.
• Shows all confirmed payment count + CAD total for today, this month, and this year.
• Added Receivables Aging panel with current, 1-30, 31-60, 61-90, and 90+ day unpaid buckets.
• Renamed health cards from Operations Bal / Treasury Bal to Operations Balance / Treasury Balance.

OTB Billing - v2.0.2

Build date: 2026-05-18

v2.0.1 changes

• Fixed Reconcile Now feedback on /health.
• Removed the persistent "Manual reconcile started" message from the Crypto Reconcile card.
• Kept the bottom-right temporary toast notification for manual reconcile feedback.
• Toast automatically disappears after 3 seconds and cleans the reconcile query string from the browser URL.
• Footer/app version bumped from v2.0.0 to v2.0.1.

OTB Billing - v2.0.0

Build date: 2026-05-18

v2.0.0 changes

• Promoted OTB Billing to v2.0.0.
• Added Last Run and Last Result fields to the Crypto Reconcile health card.
• Last Run is read from systemd one-shot service timestamps for otb-billing-crypto-reconcile.service.
• Confirmed Crypto Reconcile remains a normal card in the main /health grid.
• Existing health cards remain:
  • Status
  • Database
  • Uptime
  • Load Average
  • Memory
  • Disk
  • Operations Bal
  • Treasury Bal
  • Crypto Reconcile
• Existing Operations Bal and Treasury Bal cards retain clickable explorer links for USDC, ETH, ETHO, EGAZ, and ETI.
• Reconcile Now button remains available on /health to manually start the crypto reconciliation worker.
• Footer/app version bumped from v1.4.0 to v2.0.0.

OTB Billing - v1.4.0

Build date: 2026-05-18

v1.4.0 changes

• Added clickable explorer links for payment asset names in the Operations Bal and Treasury Bal cards.
• Added Crypto Reconcile health card to the main /health grid.
• Crypto Reconcile card now shows:
  • timer status
  • service status
  • pending crypto payments
  • confirmed crypto payments today
  • stale pending crypto payments
• Added Reconcile Now button on /health to manually trigger the existing crypto reconciliation worker.
• Fixed crypto payment queue stats to use the project DB helper instead of guessing DB config.
• Kept the reconcile worker as a systemd timer-triggered one-shot service; inactive service state between runs is expected when the timer is active.
• Bumped footer/app version from v1.3.0 to v1.4.0.

OTB Billing - v1.3.0

Build date: 2026-05-17

v1.3.0 changes

• Added health-page wallet balance cards for the OTB Operations wallet and OTB Treasury wallet.
• Renamed the original wallet card to "Operations Bal".
• Added matching "Treasury Bal" card.
• Balance cards show the configured payment assets:
  • USDC on Arbitrum
  • ETH on Ethereum
  • ETHO on Etho Protocol
  • EGAZ on Etica
  • ETI on Etica
• Added the same balance data to /health.json using:
  • operations_balances
  • treasury_balances
  • wallet_balances retained as backward-compatible alias for operations_balances.
• Added RPC fallback handling for public Arbitrum/Ethereum RPCs so health checks are less likely to fail on single-provider HTTP 403 responses.
• Confirmed explorer aliases for the OTB Operations wallet on Etica and ETHO Blockscout explorers.

v1.2.0 (2026-05-03)

• Platform-level Service Agreement
• Improved privacy and data messaging
• Multi-service legal structure

v1.1.0 (2026-05-03)

• Portal-based Android app downloads
• Secure APK delivery via authenticated route
• OTB Cloud card now includes app download button

v1.0.0 (2026-05-03)

• Clickable portal invite links
• Direct account activation from email
• Improved onboarding UX

v0.6.2 - 2026-04-23

Changes

• Continued Service Templates integration
• Template selection fully wired into service create/edit flows
• Stability improvements to service form handling

Cleanup

• Removed log files from git tracking
• Ignored patch scripts and runtime logs

Notes

• Ready for template_id linkage phase

v0.6.1 - 2026-04-18

Added

• Service Templates system (standalone pricing catalog)
• Admin UI for managing reusable service pricing
• Template selector on service create/edit pages (auto-fill fields)

Notes

• Templates are not yet linked to services via template_id (planned)
• Setup amount stored in templates for future invoice integration
• Maintains compatibility with existing services table

---

v0.6.0 - 2026-04-11 01:49:22

Highlights

• Added authenticated /portal/services page as a service hub
• Introduced modular route backend/routes/portal_services.py
• Created shared templates/portal_base.html layout
• Converted portal pages to base-template architecture
• Added service cards (Follow-me, Video, Miner Rentals)
• Fixed branding, nav, footer, and toggle consistency
• Corrected Follow-me external link
• External services now open in new tabs
• Improved identity display for logged-in user

Notes

• portal_base.html is now the standard structure for future pages and projects
• Billing portal is now the launch point for all OTB services

v0.5.3 - 2026-03-27 21:25:11

• Fixed stale pending crypto payment lock issue so abandoned wallet attempts no longer trap the invoice
• Confirmed crypto quote expiry and refresh flow works cleanly
• Improved wallet/payment lifecycle stability for MetaMask and Rabby
• Added retry logic for payment-received emails
• Fixed dark-mode styling for the payment method dropdown
• General crypto payment UX and recovery cleanup

2026-03-27 — v0.5.2

• Added retry logic for payment-received emails
• Payment email helper now retries up to 3 times with delay
• Added clearer retry failure logging for email send issues

2026-03-27 — v0.5.1

• Fixed crypto payment email auto-send path
• Fixed payment-received emails to attach the real invoice PDF
• Switched helper PDF generation to use the working invoice PDF route
• Added explorer link into the payment-received email body
• Improved invoice PDF payment section with time, TXID, wallet, and rate display
• Cleaned helper error handling back to safe non-debug behavior

2026-03-27 — v0.5.1

• Fixed crypto payment email auto-send failure
• Replaced internal PDF generator call with route-based PDF fetch
• Restored PDF attachments in payment emails
• Improved Payments Applied layout in invoice PDF (multi-line details + rate display)
• Stabilized send_payment_received_email() (removed debug raise, safe failure handling)

v0.5.0 - 2026-03-14 22:01:59

• Added per-invoice Square payment links
• Added Square webhook validation and automatic invoice payment application
• Added duplicate webhook protection
• Added Square reconciliation page with filters and summary cards
• Added Accountbook page with today / month / YTD totals
• Added Accountbook CSV export
• Added reminder worker logging plus systemd service/timer
• Confirmed end-to-end automatic Square payment flow updates invoice, payments table, portal state, and email notifications

v0.4.3 - 2026-03-13

Portal lifecycle features completed.

New functionality:

• Portal invite email from admin panel
• Portal password reset email from admin panel
• Single-use access code behavior clarified and enforced
• Portal password reset invalidates previous credentials
• Admin controls for portal enable/disable and code reset
• Portal access wording updated to reflect single-use token design

Existing functionality confirmed:

• Client portal login
• Forced password creation
• Invoice dashboard
• Invoice detail view
• PDF invoice download
• Deduplicated backend/app.py

This version represents the first complete client portal credential lifecycle.

v0.4.2 - 2026-03-12

• Deduped backend/app.py and removed duplicated major route/function sections.
• Removed the text_for_pdf_routes snapshot hack from active runtime path.
• Added secure portal-safe invoice PDF route.
• Confirmed portal login, dashboard, invoice detail, invoice itemization, and PDF access flow.
• This version is the first clean post-dedupe checkpoint.

v0.4.1 - 2026-03-12

• Added secure client portal login using email plus one-time access code.

• Added forced password setup on first portal login.

• Added client portal dashboard with invoice listing.

• Added portal invoice detail page.

• Wired new and editable invoices to create invoice_items automatically.

• Confirmed live admin edits refresh correctly in client portal views.

• Polished invoice edit notice bar contrast for dark theme.

• This version is the pre-refactor savepoint before cleaning duplicate sections in backend/app.py.

• System package dependency note: install zip on deployment hosts for release snapshot creation.

v0.4.0 - 2026-03-12

• Released stable service-managed build of OTB Billing.
• Added working /health styled page and /health.json endpoint.
• Added health backend module for app/server/db/disk/memory status reporting.
• Added .env-based runtime configuration through run_dev.sh shell loading.
• Moved runtime control to systemd via otb_billing.service.
• Confirmed reboot persistence and mintme webfront reachability through LAN bind on port 5050.
• Kept debug off and reloader disabled for stable service operation.

otb-billing

v0.3.0 — 2026-03-09

Major operational milestone release.

New Features

• Revenue reporting system
• JSON export for reports
• Batch invoice printing
• Batch CSV export
• Filtered invoice export
• Invoice logo support (PDF + print)
• Business identity settings
• Report frequency selector (monthly / quarterly / yearly)

Infrastructure

• Improved reporting backend
• Cleaner filter handling
• Settings system extended
• Print layouts stabilized

v0.3.1 — 2026-03-09

Milestone release.

Features included

• Invoice PDF generation
• Invoice email sending
• Settings/config system
• Branding/logo support
• CSV exports
• Filtered invoice export
• Batch PDF ZIP export
• Batch print
• Revenue report
• Revenue JSON export
• Accounting package ZIP export
• Email delivery for reports and accounting package

Notes

• Core billing/export/report workflow is now operational.
• Email logging/audit trail is planned for a future release.

v0.3.1 — 2026-03-10

Milestone release.

Features included

• Invoice PDF generation
• Invoice email sending
• Settings/config system
• Branding/logo support
• CSV exports
• Filtered invoice export
• Batch PDF ZIP export
• Batch print
• Revenue report
• Revenue JSON export
• Accounting package ZIP export
• Email delivery for reports and accounting package
• Email audit logging

Notes

• Core billing/export/report workflow is now operational.
• Email log table records invoice, revenue report, and accounting package sends.

Installer

From the project root:

chmod +x install.sh
./install.sh

## Installer

From the project root:

chmod +x install.sh
./install.sh

The installer will install dependencies, configure MariaDB, create the database, and start the service.

## Installer

From the project root:

chmod +x install.sh
./install.sh

The installer will:
- install Python and MariaDB dependencies
- copy the app to the target path
- create a Python virtualenv
- install requirements.txt
- create the database and import schema
- create the systemd service
- start the service