Release v0.3.0 — reporting, exports, printing, settings

PROJECT_STATE.md

@@ -298,3 +298,56 @@ During active development, run in a visible terminal so logs stay visible.
 
 Do not rely on hidden/background launch during normal debug workflow.
 
+
+=================================================
+Version: v0.3.0
+Date: 2026-03-09
+=================================================
+
+Major milestone release.
+
+Core billing workflow now complete.
+
+Working systems:
+
+Invoices
+--------
+Create / Edit / Lock after payment
+
+Payments
+--------
+Manual payments with invoice recalculation
+
+Exports
+-------
+CSV export
+Batch CSV export
+PDF export
+Batch PDF ZIP export
+JSON export
+
+Printing
+--------
+Single invoice print
+Batch invoice print
+
+Reporting
+---------
+Revenue report
+Printable report
+JSON report export
+Selectable report frequency
+
+Configuration
+-------------
+Business identity
+Tax settings
+Logo support
+Report frequency selector
+
+Deployment
+----------
+Flask backend
+MariaDB database
+Lightweight container operation confirmed
+

README.md

@@ -1 +1,24 @@
 # 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
+

VERSION

@@ -1 +1 @@
-0.2.1
+v0.3.0

backend/app.py

@@ -1,13 +1,16 @@
-from flask import Flask, render_template, request, redirect, send_file
+from flask import Flask, render_template, request, redirect, send_file, make_response, jsonify
 from db import get_db_connection
 from utils import generate_client_code, generate_service_code
 from datetime import datetime, timezone
 from zoneinfo import ZoneInfo
 from decimal import Decimal, InvalidOperation
 
-from io import BytesIO
+from io import BytesIO, StringIO
+import csv
+import zipfile
 from reportlab.lib.pagesizes import letter
 from reportlab.pdfgen import canvas
+from reportlab.lib.utils import ImageReader
 
 app = Flask(
     __name__,
@@ -187,6 +190,7 @@ def generate_invoice_number():
 APP_SETTINGS_DEFAULTS = {
     "business_name": "OTB Billing",
     "business_tagline": "By a contractor, for contractors",
+    "business_logo_url": "",
     "business_email": "",
     "business_phone": "",
     "business_address": "",
@@ -196,6 +200,7 @@ APP_SETTINGS_DEFAULTS = {
     "tax_number": "",
     "business_number": "",
     "default_currency": "CAD",
+    "report_frequency": "monthly",
     "invoice_footer": "",
     "payment_terms": "",
     "local_country": "Canada",
@@ -270,6 +275,89 @@ def money_filter(value, currency_code="CAD"):
     return fmt_money(value, currency_code)
 
 
+
+
+def get_report_period_bounds(frequency):
+    now_local = datetime.now(LOCAL_TZ)
+
+    if frequency == "yearly":
+        start_local = now_local.replace(month=1, day=1, hour=0, minute=0, second=0, microsecond=0)
+        label = f"{now_local.year}"
+    elif frequency == "quarterly":
+        quarter = ((now_local.month - 1) // 3) + 1
+        start_month = (quarter - 1) * 3 + 1
+        start_local = now_local.replace(month=start_month, day=1, hour=0, minute=0, second=0, microsecond=0)
+        label = f"Q{quarter} {now_local.year}"
+    else:
+        start_local = now_local.replace(day=1, hour=0, minute=0, second=0, microsecond=0)
+        label = now_local.strftime("%B %Y")
+
+    start_utc = start_local.astimezone(timezone.utc).replace(tzinfo=None)
+    end_utc = now_local.astimezone(timezone.utc).replace(tzinfo=None)
+
+    return start_utc, end_utc, label
+
+def get_revenue_report_data():
+    settings = get_app_settings()
+    frequency = (settings.get("report_frequency") or "monthly").strip().lower()
+    if frequency not in {"monthly", "quarterly", "yearly"}:
+        frequency = "monthly"
+
+    start_utc, end_utc, label = get_report_period_bounds(frequency)
+
+    conn = get_db_connection()
+    cursor = conn.cursor(dictionary=True)
+
+    cursor.execute("""
+        SELECT COALESCE(SUM(cad_value_at_payment), 0) AS collected
+        FROM payments
+        WHERE payment_status = 'confirmed'
+          AND received_at >= %s
+          AND received_at <= %s
+    """, (start_utc, end_utc))
+    collected_row = cursor.fetchone()
+
+    cursor.execute("""
+        SELECT COUNT(*) AS invoice_count,
+               COALESCE(SUM(total_amount), 0) AS invoiced
+        FROM invoices
+        WHERE issued_at >= %s
+          AND issued_at <= %s
+    """, (start_utc, end_utc))
+    invoiced_row = cursor.fetchone()
+
+    cursor.execute("""
+        SELECT COUNT(*) AS overdue_count,
+               COALESCE(SUM(total_amount - amount_paid), 0) AS overdue_balance
+        FROM invoices
+        WHERE status = 'overdue'
+    """)
+    overdue_row = cursor.fetchone()
+
+    cursor.execute("""
+        SELECT COUNT(*) AS outstanding_count,
+               COALESCE(SUM(total_amount - amount_paid), 0) AS outstanding_balance
+        FROM invoices
+        WHERE status IN ('pending', 'partial', 'overdue')
+    """)
+    outstanding_row = cursor.fetchone()
+
+    conn.close()
+
+    return {
+        "frequency": frequency,
+        "period_label": label,
+        "period_start": start_utc.isoformat(sep=" "),
+        "period_end": end_utc.isoformat(sep=" "),
+        "collected_cad": str(to_decimal(collected_row["collected"])),
+        "invoice_count": int(invoiced_row["invoice_count"] or 0),
+        "invoiced_total": str(to_decimal(invoiced_row["invoiced"])),
+        "overdue_count": int(overdue_row["overdue_count"] or 0),
+        "overdue_balance": str(to_decimal(overdue_row["overdue_balance"])),
+        "outstanding_count": int(outstanding_row["outstanding_count"] or 0),
+        "outstanding_balance": str(to_decimal(outstanding_row["outstanding_balance"])),
+    }
+
 @app.route("/settings", methods=["GET", "POST"])
 def settings():
     ensure_app_settings_table()
@@ -281,6 +369,22 @@ def settings():
     settings = get_app_settings()
     return render_template("settings.html", settings=settings)
 
+
+@app.route("/reports/revenue")
+def revenue_report():
+    report = get_revenue_report_data()
+    return render_template("reports/revenue.html", report=report)
+
+@app.route("/reports/revenue.json")
+def revenue_report_json():
+    report = get_revenue_report_data()
+    return jsonify(report)
+
+@app.route("/reports/revenue/print")
+def revenue_report_print():
+    report = get_revenue_report_data()
+    return render_template("reports/revenue_print.html", report=report)
+
 @app.route("/")
 def index():
     refresh_overdue_invoices()
@@ -336,6 +440,61 @@ def dbtest():
     except Exception as e:
         return f"<h1>Database FAILED</h1><pre>{e}</pre>"
 
+
+
+@app.route("/clients/export.csv")
+def export_clients_csv():
+    conn = get_db_connection()
+    cursor = conn.cursor(dictionary=True)
+    cursor.execute("""
+        SELECT
+            id,
+            client_code,
+            company_name,
+            contact_name,
+            email,
+            phone,
+            status,
+            created_at,
+            updated_at
+        FROM clients
+        ORDER BY id ASC
+    """)
+    rows = cursor.fetchall()
+    conn.close()
+
+    output = StringIO()
+    writer = csv.writer(output)
+    writer.writerow([
+        "id",
+        "client_code",
+        "company_name",
+        "contact_name",
+        "email",
+        "phone",
+        "status",
+        "created_at",
+        "updated_at",
+    ])
+
+    for r in rows:
+        writer.writerow([
+            r.get("id", ""),
+            r.get("client_code", ""),
+            r.get("company_name", ""),
+            r.get("contact_name", ""),
+            r.get("email", ""),
+            r.get("phone", ""),
+            r.get("status", ""),
+            r.get("created_at", ""),
+            r.get("updated_at", ""),
+        ])
+
+    response = make_response(output.getvalue())
+    response.headers["Content-Type"] = "text/csv; charset=utf-8"
+    response.headers["Content-Disposition"] = "attachment; filename=clients.csv"
+    return response
+
 @app.route("/clients")
 def clients():
     conn = get_db_connection()
@@ -724,25 +883,536 @@ def edit_service(service_id):
 
     return render_template("services/edit.html", service=service, clients=clients, errors=[])
 
+
+
+
+
+
+@app.route("/invoices/export.csv")
+def export_invoices_csv():
+    start_date = (request.args.get("start_date") or "").strip()
+    end_date = (request.args.get("end_date") or "").strip()
+    status = (request.args.get("status") or "").strip()
+    client_id = (request.args.get("client_id") or "").strip()
+    limit_count = (request.args.get("limit") or "").strip()
+
+    conn = get_db_connection()
+    cursor = conn.cursor(dictionary=True)
+
+    query = """
+        SELECT
+            i.id,
+            i.invoice_number,
+            i.client_id,
+            c.client_code,
+            c.company_name,
+            i.service_id,
+            i.currency_code,
+            i.subtotal_amount,
+            i.tax_amount,
+            i.total_amount,
+            i.amount_paid,
+            i.status,
+            i.issued_at,
+            i.due_at,
+            i.paid_at,
+            i.notes,
+            i.created_at,
+            i.updated_at
+        FROM invoices i
+        JOIN clients c ON i.client_id = c.id
+        WHERE 1=1
+    """
+    params = []
+
+    if start_date:
+        query += " AND DATE(i.issued_at) >= %s"
+        params.append(start_date)
+
+    if end_date:
+        query += " AND DATE(i.issued_at) <= %s"
+        params.append(end_date)
+
+    if status:
+        query += " AND i.status = %s"
+        params.append(status)
+
+    if client_id:
+        query += " AND i.client_id = %s"
+        params.append(client_id)
+
+    query += " ORDER BY i.id ASC"
+
+    if limit_count:
+        try:
+            limit_int = int(limit_count)
+            if limit_int > 0:
+                query += " LIMIT %s"
+                params.append(limit_int)
+        except ValueError:
+            pass
+
+    cursor.execute(query, tuple(params))
+    rows = cursor.fetchall()
+    conn.close()
+
+    output = StringIO()
+    writer = csv.writer(output)
+    writer.writerow([
+        "id",
+        "invoice_number",
+        "client_id",
+        "client_code",
+        "company_name",
+        "service_id",
+        "currency_code",
+        "subtotal_amount",
+        "tax_amount",
+        "total_amount",
+        "amount_paid",
+        "status",
+        "issued_at",
+        "due_at",
+        "paid_at",
+        "notes",
+        "created_at",
+        "updated_at",
+    ])
+
+    for r in rows:
+        writer.writerow([
+            r.get("id", ""),
+            r.get("invoice_number", ""),
+            r.get("client_id", ""),
+            r.get("client_code", ""),
+            r.get("company_name", ""),
+            r.get("service_id", ""),
+            r.get("currency_code", ""),
+            r.get("subtotal_amount", ""),
+            r.get("tax_amount", ""),
+            r.get("total_amount", ""),
+            r.get("amount_paid", ""),
+            r.get("status", ""),
+            r.get("issued_at", ""),
+            r.get("due_at", ""),
+            r.get("paid_at", ""),
+            r.get("notes", ""),
+            r.get("created_at", ""),
+            r.get("updated_at", ""),
+        ])
+
+    filename = "invoices"
+    if start_date or end_date or status or client_id or limit_count:
+        filename += "_filtered"
+    filename += ".csv"
+
+    response = make_response(output.getvalue())
+    response.headers["Content-Type"] = "text/csv; charset=utf-8"
+    response.headers["Content-Disposition"] = f"attachment; filename={filename}"
+    return response
+
+
+@app.route("/invoices/export-pdf.zip")
+def export_invoices_pdf_zip():
+    start_date = (request.args.get("start_date") or "").strip()
+    end_date = (request.args.get("end_date") or "").strip()
+    status = (request.args.get("status") or "").strip()
+    client_id = (request.args.get("client_id") or "").strip()
+    limit_count = (request.args.get("limit") or "").strip()
+
+    conn = get_db_connection()
+    cursor = conn.cursor(dictionary=True)
+
+    query = """
+        SELECT
+            i.*,
+            c.client_code,
+            c.company_name,
+            c.contact_name,
+            c.email,
+            c.phone,
+            s.service_code,
+            s.service_name
+        FROM invoices i
+        JOIN clients c ON i.client_id = c.id
+        LEFT JOIN services s ON i.service_id = s.id
+        WHERE 1=1
+    """
+    params = []
+
+    if start_date:
+        query += " AND DATE(i.issued_at) >= %s"
+        params.append(start_date)
+
+    if end_date:
+        query += " AND DATE(i.issued_at) <= %s"
+        params.append(end_date)
+
+    if status:
+        query += " AND i.status = %s"
+        params.append(status)
+
+    if client_id:
+        query += " AND i.client_id = %s"
+        params.append(client_id)
+
+    query += " ORDER BY i.id ASC"
+
+    if limit_count:
+        try:
+            limit_int = int(limit_count)
+            if limit_int > 0:
+                query += " LIMIT %s"
+                params.append(limit_int)
+        except ValueError:
+            pass
+
+    cursor.execute(query, tuple(params))
+    invoices = cursor.fetchall()
+    conn.close()
+
+    settings = get_app_settings()
+
+    def build_invoice_pdf_bytes(invoice, settings):
+        buffer = BytesIO()
+        pdf = canvas.Canvas(buffer, pagesize=letter)
+        width, height = letter
+
+        left = 50
+        right = 560
+        y = height - 50
+
+        def money(value, currency="CAD"):
+            return f"{to_decimal(value):.2f} {currency}"
+
+        pdf.setTitle(f"Invoice {invoice['invoice_number']}")
+
+        logo_url = (settings.get("business_logo_url") or "").strip()
+        if logo_url.startswith("/static/"):
+            local_logo_path = "/home/def/otb_billing" + logo_url
+            try:
+                pdf.drawImage(ImageReader(local_logo_path), left, y - 35, width=42, height=42, preserveAspectRatio=True, mask='auto')
+            except Exception:
+                pass
+
+        pdf.setFont("Helvetica-Bold", 22)
+        pdf.drawString(left + 60, y, f"Invoice {invoice['invoice_number']}")
+
+        pdf.setFont("Helvetica-Bold", 14)
+        pdf.drawRightString(right, y, settings.get("business_name") or "OTB Billing")
+        y -= 18
+        pdf.setFont("Helvetica", 12)
+        pdf.drawRightString(right, y, settings.get("business_tagline") or "")
+        y -= 15
+
+        right_lines = [
+            settings.get("business_address", ""),
+            settings.get("business_email", ""),
+            settings.get("business_phone", ""),
+            settings.get("business_website", ""),
+        ]
+        for item in right_lines:
+            if item:
+                pdf.drawRightString(right, y, item[:80])
+                y -= 14
+
+        y -= 10
+
+        pdf.setFont("Helvetica-Bold", 12)
+        pdf.drawString(left, y, "Status:")
+        pdf.setFont("Helvetica", 12)
+        pdf.drawString(left + 45, y, str(invoice["status"]).upper())
+        y -= 28
+
+        pdf.setFont("Helvetica-Bold", 13)
+        pdf.drawString(left, y, "Bill To")
+        y -= 20
+        pdf.setFont("Helvetica-Bold", 12)
+        pdf.drawString(left, y, invoice["company_name"] or "")
+        y -= 16
+        pdf.setFont("Helvetica", 11)
+        if invoice.get("contact_name"):
+            pdf.drawString(left, y, str(invoice["contact_name"]))
+            y -= 15
+        if invoice.get("email"):
+            pdf.drawString(left, y, str(invoice["email"]))
+            y -= 15
+        if invoice.get("phone"):
+            pdf.drawString(left, y, str(invoice["phone"]))
+            y -= 15
+        pdf.drawString(left, y, f"Client Code: {invoice.get('client_code', '')}")
+        y -= 28
+
+        pdf.setFont("Helvetica-Bold", 13)
+        pdf.drawString(left, y, "Invoice Details")
+        y -= 20
+        pdf.setFont("Helvetica", 11)
+        pdf.drawString(left, y, f"Invoice #: {invoice['invoice_number']}")
+        y -= 15
+        pdf.drawString(left, y, f"Issued: {fmt_local(invoice.get('issued_at'))}")
+        y -= 15
+        pdf.drawString(left, y, f"Due: {fmt_local(invoice.get('due_at'))}")
+        y -= 15
+        if invoice.get("paid_at"):
+            pdf.drawString(left, y, f"Paid: {fmt_local(invoice.get('paid_at'))}")
+            y -= 15
+        pdf.drawString(left, y, f"Currency: {invoice.get('currency_code', 'CAD')}")
+        y -= 28
+
+        pdf.setFont("Helvetica-Bold", 11)
+        pdf.drawString(left, y, "Service Code")
+        pdf.drawString(180, y, "Service")
+        pdf.drawString(330, y, "Description")
+        pdf.drawRightString(right, y, "Total")
+        y -= 14
+        pdf.line(left, y, right, y)
+        y -= 18
+
+        pdf.setFont("Helvetica", 11)
+        pdf.drawString(left, y, str(invoice.get("service_code") or "-"))
+        pdf.drawString(180, y, str(invoice.get("service_name") or "-"))
+        pdf.drawString(330, y, str(invoice.get("notes") or "-")[:28])
+        pdf.drawRightString(right, y, money(invoice.get("total_amount"), invoice.get("currency_code", "CAD")))
+        y -= 28
+
+        totals_x_label = 360
+        totals_x_value = right
+
+        totals = [
+            ("Subtotal", money(invoice.get("subtotal_amount"), invoice.get("currency_code", "CAD"))),
+            ((settings.get("tax_label") or "Tax"), money(invoice.get("tax_amount"), invoice.get("currency_code", "CAD"))),
+            ("Total", money(invoice.get("total_amount"), invoice.get("currency_code", "CAD"))),
+            ("Paid", money(invoice.get("amount_paid"), invoice.get("currency_code", "CAD"))),
+        ]
+
+        remaining = to_decimal(invoice.get("total_amount")) - to_decimal(invoice.get("amount_paid"))
+
+        for label, value in totals:
+            pdf.setFont("Helvetica-Bold", 11)
+            pdf.drawString(totals_x_label, y, label)
+            pdf.setFont("Helvetica", 11)
+            pdf.drawRightString(totals_x_value, y, value)
+            y -= 18
+
+        pdf.setFont("Helvetica-Bold", 11)
+        pdf.drawString(totals_x_label, y, "Remaining")
+        pdf.drawRightString(totals_x_value, y, f"{remaining:.2f} {invoice.get('currency_code', 'CAD')}")
+        y -= 25
+
+        if settings.get("tax_number"):
+            pdf.setFont("Helvetica", 10)
+            pdf.drawString(left, y, f"{settings.get('tax_label') or 'Tax'} Number: {settings.get('tax_number')}")
+            y -= 14
+
+        if settings.get("business_number"):
+            pdf.setFont("Helvetica", 10)
+            pdf.drawString(left, y, f"Business Number: {settings.get('business_number')}")
+            y -= 14
+
+        if settings.get("payment_terms"):
+            y -= 8
+            pdf.setFont("Helvetica-Bold", 11)
+            pdf.drawString(left, y, "Payment Terms")
+            y -= 15
+            pdf.setFont("Helvetica", 10)
+            terms = settings.get("payment_terms", "")
+            for chunk_start in range(0, len(terms), 90):
+                line_text = terms[chunk_start:chunk_start+90]
+                pdf.drawString(left, y, line_text)
+                y -= 13
+
+        if settings.get("invoice_footer"):
+            y -= 8
+            pdf.setFont("Helvetica-Bold", 11)
+            pdf.drawString(left, y, "Footer")
+            y -= 15
+            pdf.setFont("Helvetica", 10)
+            footer = settings.get("invoice_footer", "")
+            for chunk_start in range(0, len(footer), 90):
+                line_text = footer[chunk_start:chunk_start+90]
+                pdf.drawString(left, y, line_text)
+                y -= 13
+
+        pdf.showPage()
+        pdf.save()
+        buffer.seek(0)
+        return buffer.getvalue()
+
+    zip_buffer = BytesIO()
+    with zipfile.ZipFile(zip_buffer, "w", zipfile.ZIP_DEFLATED) as zipf:
+        for invoice in invoices:
+            pdf_bytes = build_invoice_pdf_bytes(invoice, settings)
+            zipf.writestr(f"{invoice['invoice_number']}.pdf", pdf_bytes)
+
+    zip_buffer.seek(0)
+
+    filename = "invoices_export"
+    if start_date:
+        filename += f"_{start_date}"
+    if end_date:
+        filename += f"_to_{end_date}"
+    if status:
+        filename += f"_{status}"
+    if client_id:
+        filename += f"_client_{client_id}"
+    if limit_count:
+        filename += f"_limit_{limit_count}"
+    filename += ".zip"
+
+    return send_file(
+        zip_buffer,
+        mimetype="application/zip",
+        as_attachment=True,
+        download_name=filename
+    )
+
+
+@app.route("/invoices/print")
+def print_invoices():
+    refresh_overdue_invoices()
+
+    start_date = (request.args.get("start_date") or "").strip()
+    end_date = (request.args.get("end_date") or "").strip()
+    status = (request.args.get("status") or "").strip()
+    client_id = (request.args.get("client_id") or "").strip()
+    limit_count = (request.args.get("limit") or "").strip()
+
+    conn = get_db_connection()
+    cursor = conn.cursor(dictionary=True)
+
+    query = """
+        SELECT
+            i.*,
+            c.client_code,
+            c.company_name,
+            c.contact_name,
+            c.email,
+            c.phone,
+            s.service_code,
+            s.service_name
+        FROM invoices i
+        JOIN clients c ON i.client_id = c.id
+        LEFT JOIN services s ON i.service_id = s.id
+        WHERE 1=1
+    """
+    params = []
+
+    if start_date:
+        query += " AND DATE(i.issued_at) >= %s"
+        params.append(start_date)
+
+    if end_date:
+        query += " AND DATE(i.issued_at) <= %s"
+        params.append(end_date)
+
+    if status:
+        query += " AND i.status = %s"
+        params.append(status)
+
+    if client_id:
+        query += " AND i.client_id = %s"
+        params.append(client_id)
+
+    query += " ORDER BY i.id ASC"
+
+    if limit_count:
+        try:
+            limit_int = int(limit_count)
+            if limit_int > 0:
+                query += " LIMIT %s"
+                params.append(limit_int)
+        except ValueError:
+            pass
+
+    cursor.execute(query, tuple(params))
+    invoices = cursor.fetchall()
+    conn.close()
+
+    settings = get_app_settings()
+
+    filters = {
+        "start_date": start_date,
+        "end_date": end_date,
+        "status": status,
+        "client_id": client_id,
+        "limit": limit_count,
+    }
+
+    return render_template("invoices/print_batch.html", invoices=invoices, settings=settings, filters=filters)
+
 @app.route("/invoices")
 def invoices():
     refresh_overdue_invoices()
 
+    start_date = (request.args.get("start_date") or "").strip()
+    end_date = (request.args.get("end_date") or "").strip()
+    status = (request.args.get("status") or "").strip()
+    client_id = (request.args.get("client_id") or "").strip()
+    limit_count = (request.args.get("limit") or "").strip()
+
     conn = get_db_connection()
     cursor = conn.cursor(dictionary=True)
-    cursor.execute("""
+
+    query = """
         SELECT
             i.*,
             c.client_code,
             c.company_name,
-            COALESCE((SELECT COUNT(*) FROM payments p WHERE p.invoice_id = i.id), 0) AS payment_count
+            COALESCE((SELECT COUNT(*) FROM payments p WHERE p.invoice_id = i.id AND p.payment_status = 'confirmed'), 0) AS payment_count
         FROM invoices i
         JOIN clients c ON i.client_id = c.id
-        ORDER BY i.id DESC
-    """)
+        WHERE 1=1
+    """
+    params = []
+
+    if start_date:
+        query += " AND DATE(i.issued_at) >= %s"
+        params.append(start_date)
+
+    if end_date:
+        query += " AND DATE(i.issued_at) <= %s"
+        params.append(end_date)
+
+    if status:
+        query += " AND i.status = %s"
+        params.append(status)
+
+    if client_id:
+        query += " AND i.client_id = %s"
+        params.append(client_id)
+
+    query += " ORDER BY i.id DESC"
+
+    if limit_count:
+        try:
+            limit_int = int(limit_count)
+            if limit_int > 0:
+                query += " LIMIT %s"
+                params.append(limit_int)
+        except ValueError:
+            pass
+
+    cursor.execute(query, tuple(params))
     invoices = cursor.fetchall()
+
+    cursor.execute("""
+        SELECT id, client_code, company_name
+        FROM clients
+        ORDER BY company_name ASC
+    """)
+    clients = cursor.fetchall()
+
     conn.close()
-    return render_template("invoices/list.html", invoices=invoices)
+
+    filters = {
+        "start_date": start_date,
+        "end_date": end_date,
+        "status": status,
+        "client_id": client_id,
+        "limit": limit_count,
+    }
+
+    return render_template("invoices/list.html", invoices=invoices, filters=filters, clients=clients)
 
 @app.route("/invoices/new", methods=["GET", "POST"])
 def new_invoice():
@@ -907,8 +1577,16 @@ def invoice_pdf(invoice_id):
 
     pdf.setTitle(f"Invoice {invoice['invoice_number']}")
 
+    logo_url = (settings.get("business_logo_url") or "").strip()
+    if logo_url.startswith("/static/"):
+        local_logo_path = "/home/def/otb_billing" + logo_url
+        try:
+            pdf.drawImage(ImageReader(local_logo_path), left, y - 35, width=42, height=42, preserveAspectRatio=True, mask='auto')
+        except Exception:
+            pass
+
     pdf.setFont("Helvetica-Bold", 22)
-    pdf.drawString(left, y, f"Invoice {invoice['invoice_number']}")
+    pdf.drawString(left + 60, y, f"Invoice {invoice['invoice_number']}")
 
     pdf.setFont("Helvetica-Bold", 14)
     pdf.drawRightString(right, y, settings.get("business_name") or "OTB Billing")
@@ -1215,6 +1893,87 @@ def edit_invoice(invoice_id):
     conn.close()
     return render_template("invoices/edit.html", invoice=invoice, clients=clients, services=services, errors=[], locked=locked)
 
+
+
+@app.route("/payments/export.csv")
+def export_payments_csv():
+    conn = get_db_connection()
+    cursor = conn.cursor(dictionary=True)
+    cursor.execute("""
+        SELECT
+            p.id,
+            p.invoice_id,
+            i.invoice_number,
+            p.client_id,
+            c.client_code,
+            c.company_name,
+            p.payment_method,
+            p.payment_currency,
+            p.payment_amount,
+            p.cad_value_at_payment,
+            p.reference,
+            p.sender_name,
+            p.txid,
+            p.wallet_address,
+            p.payment_status,
+            p.received_at,
+            p.notes
+        FROM payments p
+        JOIN invoices i ON p.invoice_id = i.id
+        JOIN clients c ON p.client_id = c.id
+        ORDER BY p.id ASC
+    """)
+    rows = cursor.fetchall()
+    conn.close()
+
+    output = StringIO()
+    writer = csv.writer(output)
+    writer.writerow([
+        "id",
+        "invoice_id",
+        "invoice_number",
+        "client_id",
+        "client_code",
+        "company_name",
+        "payment_method",
+        "payment_currency",
+        "payment_amount",
+        "cad_value_at_payment",
+        "reference",
+        "sender_name",
+        "txid",
+        "wallet_address",
+        "payment_status",
+        "received_at",
+        "notes",
+    ])
+
+    for r in rows:
+        writer.writerow([
+            r.get("id", ""),
+            r.get("invoice_id", ""),
+            r.get("invoice_number", ""),
+            r.get("client_id", ""),
+            r.get("client_code", ""),
+            r.get("company_name", ""),
+            r.get("payment_method", ""),
+            r.get("payment_currency", ""),
+            r.get("payment_amount", ""),
+            r.get("cad_value_at_payment", ""),
+            r.get("reference", ""),
+            r.get("sender_name", ""),
+            r.get("txid", ""),
+            r.get("wallet_address", ""),
+            r.get("payment_status", ""),
+            r.get("received_at", ""),
+            r.get("notes", ""),
+        ])
+
+    response = make_response(output.getvalue())
+    response.headers["Content-Type"] = "text/csv; charset=utf-8"
+    response.headers["Content-Disposition"] = "attachment; filename=payments.csv"
+    return response
+
 @app.route("/payments")
 def payments():
     conn = get_db_connection()

backend/config.py

@@ -5,4 +5,4 @@ class Config:
     DB_PORT = 3306
     DB_NAME = "otb_billing"
     DB_USER = "otb_billing"
-    DB_PASSWORD = "CHANGE_THIS_PASSWORD"
+    DB_PASSWORD ="!2Eas678"

backup_fix_void_route_2026-03-08/payments_list.html.bak

@@ -0,0 +1,100 @@
+<!doctype html>
+<html>
+<head>
+<title>Payments</title>
+<style>
+.status-badge {
+    display: inline-block;
+    padding: 3px 8px;
+    border-radius: 999px;
+    font-size: 12px;
+    font-weight: bold;
+    text-transform: uppercase;
+    letter-spacing: 0.03em;
+}
+.status-confirmed { background: #dcfce7; color: #166534; }
+.status-reversed { background: #fee2e2; color: #991b1b; }
+
+.invoice-badge {
+    display: inline-block;
+    padding: 3px 8px;
+    border-radius: 999px;
+    font-size: 11px;
+    font-weight: bold;
+    text-transform: uppercase;
+    letter-spacing: 0.03em;
+}
+.invoice-pending { background: #dbeafe; color: #1d4ed8; }
+.invoice-partial { background: #fef3c7; color: #92400e; }
+.invoice-paid { background: #dcfce7; color: #166534; }
+.invoice-overdue { background: #fee2e2; color: #991b1b; }
+.invoice-cancelled { background: #e5e7eb; color: #4b5563; }
+.invoice-draft { background: #e5e7eb; color: #111827; }
+
+.inline-form {
+    display: inline;
+    margin: 0;
+}
+.void-btn {
+    background: #991b1b;
+    color: white;
+    border: 0;
+    padding: 4px 8px;
+    cursor: pointer;
+}
+.void-btn:hover {
+    opacity: 0.9;
+}
+</style>
+</head>
+<body>
+
+<h1>Payments</h1>
+
+<p><a href="/">Home</a></p>
+<p><a href="/payments/new">Record Payment</a></p>
+
+<table border="1" cellpadding="6">
+<tr>
+    <th>ID</th>
+    <th>Invoice</th>
+    <th>Client</th>
+    <th>Method</th>
+    <th>Currency</th>
+    <th>Amount</th>
+    <th>CAD Value</th>
+    <th>Payment Status</th>
+    <th>Invoice Status</th>
+    <th>Received</th>
+    <th>Actions</th>
+</tr>
+
+{% for p in payments %}
+<tr>
+    <td>{{ p.id }}</td>
+    <td>{{ p.invoice_number }}</td>
+    <td>{{ p.client_code }} - {{ p.company_name }}</td>
+    <td>{{ p.payment_method }}</td>
+    <td>{{ p.payment_currency }}</td>
+    <td>{{ p.payment_amount|money(p.payment_currency) }}</td>
+    <td>{{ p.cad_value_at_payment|money('CAD') }}</td>
+    <td><span class="status-badge status-{{ p.payment_status }}">{{ p.payment_status }}</span></td>
+    <td><span class="invoice-badge invoice-{{ p.invoice_status }}">{{ p.invoice_status }}</span></td>
+    <td>{{ p.received_at|localtime }}</td>
+    <td>
+        <a href="/payments/edit/{{ p.id }}">Edit</a>
+        {% if p.payment_status == 'confirmed' %}
+        |
+        <form method="post" action="/payments/void/{{ p.id }}" class="inline-form" onsubmit="return confirm('Void this payment? This will reverse it from invoice totals but keep the record for history.');">
+            <button type="submit" class="void-btn">Void</button>
+        </form>
+        {% endif %}
+    </td>
+</tr>
+{% endfor %}
+
+</table>
+
+{% include "footer.html" %}
+</body>
+</html>

backup_logo_support_2026-03-09/dashboard.html.bak

@@ -0,0 +1,36 @@
+<!doctype html>
+<html>
+<head>
+<title>OTB Billing Dashboard</title>
+</head>
+<body>
+
+<h1>{{ app_settings.business_name or 'OTB Billing' }} Dashboard</h1>
+
+<p><a href="/clients">Clients</a></p>
+<p><a href="/services">Services</a></p>
+<p><a href="/invoices">Invoices</a></p>
+<p><a href="/payments">Payments</a></p>
+<p><a href="/settings">Settings / Config</a></p>
+<p><a href="/dbtest">DB Test</a></p>
+
+<table border="1" cellpadding="10">
+<tr>
+    <th>Total Clients</th>
+    <th>Active Services</th>
+    <th>Outstanding Invoices</th>
+    <th>Revenue Received (CAD)</th>
+</tr>
+<tr>
+    <td>{{ total_clients }}</td>
+    <td>{{ active_services }}</td>
+    <td>{{ outstanding_invoices }}</td>
+    <td>{{ revenue_received|money('CAD') }}</td>
+</tr>
+</table>
+
+<p>Displayed times are shown in Eastern Time (Toronto).</p>
+
+{% include "footer.html" %}
+</body>
+</html>

backup_logo_support_2026-03-09/invoice_view.html.bak

@@ -0,0 +1,202 @@
+<!doctype html>
+<html>
+<head>
+<title>Invoice {{ invoice.invoice_number }}</title>
+<style>
+body {
+    font-family: Arial, sans-serif;
+    margin: 30px;
+    color: #111;
+}
+.top-links {
+    margin-bottom: 20px;
+}
+.top-links a {
+    margin-right: 15px;
+}
+.invoice-wrap {
+    max-width: 900px;
+}
+.header-row {
+    display: flex;
+    justify-content: space-between;
+    align-items: flex-start;
+    margin-bottom: 25px;
+}
+.title-box h1 {
+    margin: 0 0 8px 0;
+}
+.status-badge {
+    display: inline-block;
+    padding: 4px 10px;
+    border-radius: 999px;
+    font-size: 12px;
+    font-weight: bold;
+    text-transform: uppercase;
+}
+.status-draft { background: #e5e7eb; color: #111827; }
+.status-pending { background: #dbeafe; color: #1d4ed8; }
+.status-partial { background: #fef3c7; color: #92400e; }
+.status-paid { background: #dcfce7; color: #166534; }
+.status-overdue { background: #fee2e2; color: #991b1b; }
+.status-cancelled { background: #e5e7eb; color: #4b5563; }
+
+.info-grid {
+    display: grid;
+    grid-template-columns: 1fr 1fr;
+    gap: 30px;
+    margin-bottom: 25px;
+}
+.info-card {
+    border: 1px solid #ccc;
+    padding: 15px;
+}
+.info-card h3 {
+    margin-top: 0;
+}
+.summary-table,
+.total-table {
+    width: 100%;
+    border-collapse: collapse;
+    margin-bottom: 25px;
+}
+.summary-table th,
+.summary-table td,
+.total-table th,
+.total-table td {
+    border: 1px solid #ccc;
+    padding: 10px;
+    text-align: left;
+}
+.total-table {
+    max-width: 420px;
+    margin-left: auto;
+}
+.notes-box {
+    border: 1px solid #ccc;
+    padding: 15px;
+    white-space: pre-wrap;
+    margin-top: 20px;
+}
+.print-only {
+    display: none;
+}
+@media print {
+    .top-links,
+    .screen-only,
+    footer {
+        display: none !important;
+    }
+    .print-only {
+        display: block;
+    }
+    body {
+        margin: 0;
+    }
+}
+</style>
+</head>
+<body>
+
+<div class="invoice-wrap">
+    <div class="top-links screen-only">
+        <a href="/">Home</a>
+        <a href="/invoices">Back to Invoices</a>
+        <a href="/invoices/edit/{{ invoice.id }}">Edit Invoice</a>
+        <a href="#" onclick="window.print(); return false;">Print</a>
+        <a href="/invoices/pdf/{{ invoice.id }}">PDF</a>
+    </div>
+
+    <div class="header-row">
+        <div class="title-box">
+            <h1>Invoice {{ invoice.invoice_number }}</h1>
+            <span class="status-badge status-{{ invoice.status }}">{{ invoice.status }}</span>
+        </div>
+        <div style="text-align:right;">
+            <strong>{{ settings.business_name or 'OTB Billing' }}</strong><br>
+            {{ settings.business_tagline or '' }}<br>
+            {% if settings.business_address %}{{ settings.business_address }}<br>{% endif %}
+            {% if settings.business_email %}{{ settings.business_email }}<br>{% endif %}
+            {% if settings.business_phone %}{{ settings.business_phone }}<br>{% endif %}
+            {% if settings.business_website %}{{ settings.business_website }}{% endif %}
+        </div>
+    </div>
+
+    <div class="info-grid">
+        <div class="info-card">
+            <h3>Bill To</h3>
+            <strong>{{ invoice.company_name }}</strong><br>
+            {% if invoice.contact_name %}{{ invoice.contact_name }}<br>{% endif %}
+            {% if invoice.email %}{{ invoice.email }}<br>{% endif %}
+            {% if invoice.phone %}{{ invoice.phone }}<br>{% endif %}
+            Client Code: {{ invoice.client_code }}
+        </div>
+
+        <div class="info-card">
+            <h3>Invoice Details</h3>
+            Invoice #: {{ invoice.invoice_number }}<br>
+            Issued: {{ invoice.issued_at|localtime }}<br>
+            Due: {{ invoice.due_at|localtime }}<br>
+            {% if invoice.paid_at %}Paid: {{ invoice.paid_at|localtime }}<br>{% endif %}
+            Currency: {{ invoice.currency_code }}<br>
+            {% if settings.tax_number %}{{ settings.tax_label or 'Tax' }} Number: {{ settings.tax_number }}<br>{% endif %}
+            {% if settings.business_number %}Business Number: {{ settings.business_number }}{% endif %}
+        </div>
+    </div>
+
+    <table class="summary-table">
+        <tr>
+            <th>Service Code</th>
+            <th>Service</th>
+            <th>Description</th>
+            <th>Total</th>
+        </tr>
+        <tr>
+            <td>{{ invoice.service_code or '-' }}</td>
+            <td>{{ invoice.service_name or '-' }}</td>
+            <td>{{ invoice.notes or '-' }}</td>
+            <td>{{ invoice.total_amount|money(invoice.currency_code) }} {{ invoice.currency_code }}</td>
+        </tr>
+    </table>
+
+    <table class="total-table">
+        <tr>
+            <th>Subtotal</th>
+            <td>{{ invoice.subtotal_amount|money(invoice.currency_code) }} {{ invoice.currency_code }}</td>
+        </tr>
+        <tr>
+            <th>{{ settings.tax_label or 'Tax' }}</th>
+            <td>{{ invoice.tax_amount|money(invoice.currency_code) }} {{ invoice.currency_code }}</td>
+        </tr>
+        <tr>
+            <th>Total</th>
+            <td><strong>{{ invoice.total_amount|money(invoice.currency_code) }} {{ invoice.currency_code }}</strong></td>
+        </tr>
+        <tr>
+            <th>Paid</th>
+            <td>{{ invoice.amount_paid|money(invoice.currency_code) }} {{ invoice.currency_code }}</td>
+        </tr>
+        <tr>
+            <th>Remaining</th>
+            <td>{{ (invoice.total_amount - invoice.amount_paid)|money(invoice.currency_code) }} {{ invoice.currency_code }}</td>
+        </tr>
+    </table>
+
+    {% if settings.payment_terms %}
+    <div class="notes-box">
+        <strong>Payment Terms</strong><br><br>
+        {{ settings.payment_terms }}
+    </div>
+    {% endif %}
+
+    {% if settings.invoice_footer %}
+    <div class="notes-box">
+        <strong>Footer</strong><br><br>
+        {{ settings.invoice_footer }}
+    </div>
+    {% endif %}
+</div>
+
+{% include "footer.html" %}
+</body>
+</html>

backup_logo_support_2026-03-09/settings.html.bak

@@ -0,0 +1,169 @@
+<!doctype html>
+<html>
+<head>
+<title>Settings</title>
+<style>
+body { font-family: Arial, sans-serif; }
+.form-grid {
+    display: grid;
+    grid-template-columns: 1fr 1fr;
+    gap: 24px;
+    max-width: 1100px;
+}
+.card {
+    border: 1px solid #ccc;
+    padding: 16px;
+}
+.card h2 {
+    margin-top: 0;
+}
+input[type="text"],
+input[type="email"],
+input[type="password"],
+input[type="number"],
+textarea,
+select {
+    width: 100%;
+    box-sizing: border-box;
+    margin-top: 4px;
+    margin-bottom: 12px;
+    padding: 8px;
+}
+textarea { min-height: 90px; }
+.checkbox-row {
+    margin: 8px 0 14px 0;
+}
+.save-row {
+    margin-top: 18px;
+}
+</style>
+</head>
+<body>
+
+<h1>Settings / Config</h1>
+
+<p><a href="/">Home</a></p>
+
+<form method="post">
+    <div class="form-grid">
+        <div class="card">
+            <h2>Business Identity</h2>
+
+            Business Name<br>
+            <input type="text" name="business_name" value="{{ settings.business_name }}"><br>
+
+            Slogan / Tagline<br>
+            <input type="text" name="business_tagline" value="{{ settings.business_tagline }}"><br>
+
+            Business Email<br>
+            <input type="email" name="business_email" value="{{ settings.business_email }}"><br>
+
+            Business Phone<br>
+            <input type="text" name="business_phone" value="{{ settings.business_phone }}"><br>
+
+            Business Address<br>
+            <textarea name="business_address">{{ settings.business_address }}</textarea><br>
+
+            Website<br>
+            <input type="text" name="business_website" value="{{ settings.business_website }}"><br>
+
+            Business Number / Registration Number<br>
+            <input type="text" name="business_number" value="{{ settings.business_number }}"><br>
+
+            Default Currency<br>
+            <select name="default_currency">
+                <option value="CAD" {% if settings.default_currency == 'CAD' %}selected{% endif %}>CAD</option>
+                <option value="USD" {% if settings.default_currency == 'USD' %}selected{% endif %}>USD</option>
+                <option value="ETHO" {% if settings.default_currency == 'ETHO' %}selected{% endif %}>ETHO</option>
+                <option value="EGAZ" {% if settings.default_currency == 'EGAZ' %}selected{% endif %}>EGAZ</option>
+                <option value="ALT" {% if settings.default_currency == 'ALT' %}selected{% endif %}>ALT</option>
+            </select>
+        </div>
+
+        <div class="card">
+            <h2>Tax Settings</h2>
+
+            Local Country<br>
+            <input type="text" name="local_country" value="{{ settings.local_country }}"><br>
+
+            Tax Label<br>
+            <input type="text" name="tax_label" value="{{ settings.tax_label }}"><br>
+
+            Tax Rate (%)<br>
+            <input type="number" step="0.01" name="tax_rate" value="{{ settings.tax_rate }}"><br>
+
+            Tax Number<br>
+            <input type="text" name="tax_number" value="{{ settings.tax_number }}"><br>
+
+            <div class="checkbox-row">
+                <label>
+                    <input type="checkbox" name="apply_local_tax_only" value="1" {% if settings.apply_local_tax_only == '1' %}checked{% endif %}>
+                    Apply tax only to local clients
+                </label>
+            </div>
+
+            Payment Terms<br>
+            <textarea name="payment_terms">{{ settings.payment_terms }}</textarea><br>
+
+            Invoice Footer<br>
+            <textarea name="invoice_footer">{{ settings.invoice_footer }}</textarea><br>
+        </div>
+
+        <div class="card">
+            <h2>Email / SMTP</h2>
+
+            SMTP Host<br>
+            <input type="text" name="smtp_host" value="{{ settings.smtp_host }}"><br>
+
+            SMTP Port<br>
+            <input type="number" name="smtp_port" value="{{ settings.smtp_port }}"><br>
+
+            SMTP Username<br>
+            <input type="text" name="smtp_user" value="{{ settings.smtp_user }}"><br>
+
+            SMTP Password<br>
+            <input type="password" name="smtp_pass" value="{{ settings.smtp_pass }}"><br>
+
+            From Email<br>
+            <input type="email" name="smtp_from_email" value="{{ settings.smtp_from_email }}"><br>
+
+            From Name<br>
+            <input type="text" name="smtp_from_name" value="{{ settings.smtp_from_name }}"><br>
+
+            <div class="checkbox-row">
+                <label>
+                    <input type="checkbox" name="smtp_use_tls" value="1" {% if settings.smtp_use_tls == '1' %}checked{% endif %}>
+                    Use TLS
+                </label>
+            </div>
+
+            <div class="checkbox-row">
+                <label>
+                    <input type="checkbox" name="smtp_use_ssl" value="1" {% if settings.smtp_use_ssl == '1' %}checked{% endif %}>
+                    Use SSL
+                </label>
+            </div>
+        </div>
+
+        <div class="card">
+            <h2>Notes</h2>
+            <p>
+                These settings become the identity and delivery configuration for this installation.
+            </p>
+            <p>
+                Email sending is not wired yet, but these SMTP settings are stored now so the next step can use them.
+            </p>
+            <p>
+                Tax settings are also stored now so invoice and automation logic can use them later.
+            </p>
+        </div>
+    </div>
+
+    <div class="save-row">
+        <button type="submit">Save Settings</button>
+    </div>
+</form>
+
+{% include "footer.html" %}
+</body>
+</html>

backup_pre_batch_pdf_export_2026-03-09/invoices_list.html.bak

@@ -0,0 +1,143 @@
+<!doctype html>
+<html>
+<head>
+<title>Invoices</title>
+<style>
+.status-badge {
+    display: inline-block;
+    padding: 3px 8px;
+    border-radius: 999px;
+    font-size: 12px;
+    font-weight: bold;
+    text-transform: uppercase;
+    letter-spacing: 0.03em;
+}
+.status-draft { background: #e5e7eb; color: #111827; }
+.status-pending { background: #dbeafe; color: #1d4ed8; }
+.status-partial { background: #fef3c7; color: #92400e; }
+.status-paid { background: #dcfce7; color: #166534; }
+.status-overdue { background: #fee2e2; color: #991b1b; }
+.status-cancelled { background: #e5e7eb; color: #4b5563; }
+
+.locked-note {
+    color: #92400e;
+    font-weight: bold;
+}
+
+.filter-box {
+    border: 1px solid #ccc;
+    padding: 12px;
+    margin: 14px 0;
+    max-width: 950px;
+}
+.filter-row {
+    display: flex;
+    gap: 14px;
+    align-items: end;
+    flex-wrap: wrap;
+}
+.filter-row div {
+    display: flex;
+    flex-direction: column;
+}
+input[type="date"],
+select {
+    padding: 6px;
+    min-width: 150px;
+}
+</style>
+</head>
+
+<body>
+
+<h1>Invoices</h1>
+
+<p><a href="/">Home</a></p>
+<p><a href="/invoices/new">Create Invoice</a></p>
+
+<div class="filter-box">
+    <form method="get" action="/invoices">
+        <div class="filter-row">
+            <div>
+                <label for="start_date">Issued From</label>
+                <input type="date" id="start_date" name="start_date" value="{{ filters.start_date if filters is defined else '' }}">
+            </div>
+
+            <div>
+                <label for="end_date">Issued To</label>
+                <input type="date" id="end_date" name="end_date" value="{{ filters.end_date if filters is defined else '' }}">
+            </div>
+
+            <div>
+                <label for="status">Status</label>
+                <select id="status" name="status">
+                    <option value="" {% if not filters.status %}selected{% endif %}>All</option>
+                    <option value="draft" {% if filters.status == 'draft' %}selected{% endif %}>draft</option>
+                    <option value="pending" {% if filters.status == 'pending' %}selected{% endif %}>pending</option>
+                    <option value="partial" {% if filters.status == 'partial' %}selected{% endif %}>partial</option>
+                    <option value="paid" {% if filters.status == 'paid' %}selected{% endif %}>paid</option>
+                    <option value="overdue" {% if filters.status == 'overdue' %}selected{% endif %}>overdue</option>
+                    <option value="cancelled" {% if filters.status == 'cancelled' %}selected{% endif %}>cancelled</option>
+                </select>
+            </div>
+
+            <div>
+                <button type="submit">Apply Filters</button>
+            </div>
+
+            <div>
+                <a href="/invoices">Clear Filters</a>
+            </div>
+
+            <div>
+                <a href="/invoices/export.csv?start_date={{ filters.start_date if filters is defined else '' }}&end_date={{ filters.end_date if filters is defined else '' }}&status={{ filters.status if filters is defined else '' }}">Export Filtered CSV</a>
+            </div>
+        </div>
+    </form>
+</div>
+
+<table border="1" cellpadding="6">
+<tr>
+<th>ID</th>
+<th>Invoice</th>
+<th>Client</th>
+<th>Currency</th>
+<th>Total</th>
+<th>Paid</th>
+<th>Remaining</th>
+<th>Status</th>
+<th>Issued</th>
+<th>Due</th>
+<th>Actions</th>
+</tr>
+
+{% for i in invoices %}
+<tr>
+<td>{{ i.id }}</td>
+<td>{{ i.invoice_number }}</td>
+<td>{{ i.client_code }} - {{ i.company_name }}</td>
+<td>{{ i.currency_code }}</td>
+<td>{{ i.total_amount|money(i.currency_code) }}</td>
+<td>{{ i.amount_paid|money(i.currency_code) }}</td>
+<td>{{ (i.total_amount - i.amount_paid)|money(i.currency_code) }}</td>
+<td>
+    <span class="status-badge status-{{ i.status }}">{{ i.status }}</span>
+</td>
+<td>{{ i.issued_at|localtime }}</td>
+<td>{{ i.due_at|localtime }}</td>
+<td>
+    <a href="/invoices/view/{{ i.id }}">View</a> |
+    <a href="/invoices/pdf/{{ i.id }}">PDF</a> |
+    <a href="/invoices/edit/{{ i.id }}">Edit</a>
+    {% if i.payment_count > 0 %}
+    <span class="locked-note">(Locked)</span>
+    {% endif %}
+</td>
+</tr>
+{% endfor %}
+
+</table>
+
+{% include "footer.html" %}
+</body>
+</html>

backup_pre_batch_print_2026-03-09/invoices_list.html.bak

@@ -0,0 +1,169 @@
+<!doctype html>
+<html>
+<head>
+<title>Invoices</title>
+<style>
+.status-badge {
+    display: inline-block;
+    padding: 3px 8px;
+    border-radius: 999px;
+    font-size: 12px;
+    font-weight: bold;
+    text-transform: uppercase;
+    letter-spacing: 0.03em;
+}
+.status-draft { background: #e5e7eb; color: #111827; }
+.status-pending { background: #dbeafe; color: #1d4ed8; }
+.status-partial { background: #fef3c7; color: #92400e; }
+.status-paid { background: #dcfce7; color: #166534; }
+.status-overdue { background: #fee2e2; color: #991b1b; }
+.status-cancelled { background: #e5e7eb; color: #4b5563; }
+
+.locked-note {
+    color: #92400e;
+    font-weight: bold;
+}
+
+.filter-box {
+    border: 1px solid #ccc;
+    padding: 12px;
+    margin: 14px 0;
+    max-width: 1100px;
+}
+.filter-row {
+    display: flex;
+    gap: 14px;
+    align-items: end;
+    flex-wrap: wrap;
+}
+.filter-row div {
+    display: flex;
+    flex-direction: column;
+}
+input[type="date"],
+input[type="number"],
+select {
+    padding: 6px;
+    min-width: 150px;
+}
+.action-links {
+    margin-top: 10px;
+}
+.action-links a {
+    margin-right: 18px;
+}
+</style>
+</head>
+
+<body>
+
+<h1>Invoices</h1>
+
+<p><a href="/">Home</a></p>
+<p><a href="/invoices/new">Create Invoice</a></p>
+
+<div class="filter-box">
+    <form method="get" action="/invoices">
+        <div class="filter-row">
+            <div>
+                <label for="start_date">Issued From</label>
+                <input type="date" id="start_date" name="start_date" value="{{ filters.start_date if filters is defined else '' }}">
+            </div>
+
+            <div>
+                <label for="end_date">Issued To</label>
+                <input type="date" id="end_date" name="end_date" value="{{ filters.end_date if filters is defined else '' }}">
+            </div>
+
+            <div>
+                <label for="status">Status</label>
+                <select id="status" name="status">
+                    <option value="" {% if not filters.status %}selected{% endif %}>All</option>
+                    <option value="draft" {% if filters.status == 'draft' %}selected{% endif %}>draft</option>
+                    <option value="pending" {% if filters.status == 'pending' %}selected{% endif %}>pending</option>
+                    <option value="partial" {% if filters.status == 'partial' %}selected{% endif %}>partial</option>
+                    <option value="paid" {% if filters.status == 'paid' %}selected{% endif %}>paid</option>
+                    <option value="overdue" {% if filters.status == 'overdue' %}selected{% endif %}>overdue</option>
+                    <option value="cancelled" {% if filters.status == 'cancelled' %}selected{% endif %}>cancelled</option>
+                </select>
+            </div>
+
+            <div>
+                <label for="client_id">Client</label>
+                <select id="client_id" name="client_id">
+                    <option value="" {% if not filters.client_id %}selected{% endif %}>All Clients</option>
+                    {% for c in clients %}
+                    <option value="{{ c.id }}" {% if filters.client_id == (c.id|string) %}selected{% endif %}>
+                        {{ c.client_code }} - {{ c.company_name }}
+                    </option>
+                    {% endfor %}
+                </select>
+            </div>
+
+            <div>
+                <label for="limit">Limit</label>
+                <input type="number" id="limit" name="limit" min="1" step="1" value="{{ filters.limit if filters is defined else '' }}">
+            </div>
+
+            <div>
+                <button type="submit">Apply Filters</button>
+            </div>
+
+            <div>
+                <a href="/invoices">Clear Filters</a>
+            </div>
+        </div>
+
+        <div class="action-links">
+            <a href="/invoices/export.csv?start_date={{ filters.start_date if filters is defined else '' }}&end_date={{ filters.end_date if filters is defined else '' }}&status={{ filters.status if filters is defined else '' }}&client_id={{ filters.client_id if filters is defined else '' }}&limit={{ filters.limit if filters is defined else '' }}">Export Filtered CSV</a>
+
+            <a href="/invoices/export-pdf.zip?start_date={{ filters.start_date if filters is defined else '' }}&end_date={{ filters.end_date if filters is defined else '' }}&status={{ filters.status if filters is defined else '' }}&client_id={{ filters.client_id if filters is defined else '' }}&limit={{ filters.limit if filters is defined else '' }}">Export Filtered PDF ZIP</a>
+        </div>
+    </form>
+</div>
+
+<table border="1" cellpadding="6">
+<tr>
+<th>ID</th>
+<th>Invoice</th>
+<th>Client</th>
+<th>Currency</th>
+<th>Total</th>
+<th>Paid</th>
+<th>Remaining</th>
+<th>Status</th>
+<th>Issued</th>
+<th>Due</th>
+<th>Actions</th>
+</tr>
+
+{% for i in invoices %}
+<tr>
+<td>{{ i.id }}</td>
+<td>{{ i.invoice_number }}</td>
+<td>{{ i.client_code }} - {{ i.company_name }}</td>
+<td>{{ i.currency_code }}</td>
+<td>{{ i.total_amount|money(i.currency_code) }}</td>
+<td>{{ i.amount_paid|money(i.currency_code) }}</td>
+<td>{{ (i.total_amount - i.amount_paid)|money(i.currency_code) }}</td>
+<td>
+    <span class="status-badge status-{{ i.status }}">{{ i.status }}</span>
+</td>
+<td>{{ i.issued_at|localtime }}</td>
+<td>{{ i.due_at|localtime }}</td>
+<td>
+    <a href="/invoices/view/{{ i.id }}">View</a> |
+    <a href="/invoices/pdf/{{ i.id }}">PDF</a> |
+    <a href="/invoices/edit/{{ i.id }}">Edit</a>
+    {% if i.payment_count > 0 %}
+    <span class="locked-note">(Locked)</span>
+    {% endif %}
+</td>
+</tr>
+{% endfor %}
+
+</table>
+
+{% include "footer.html" %}
+</body>
+</html>

backup_pre_csv_export_2026-03-09/clients_list.html.bak

@@ -0,0 +1,49 @@
+<!doctype html>
+<html>
+<head>
+<title>Clients</title>
+</head>
+
+<body>
+
+<h1>Clients</h1>
+
+<p><a href="/">Home</a></p>
+<p><a href="/clients/new">Add Client</a></p>
+
+<table border="1" cellpadding="6">
+<tr>
+<th>ID</th>
+<th>Code</th>
+<th>Company</th>
+<th>Contact</th>
+<th>Email</th>
+<th>Phone</th>
+<th>Status</th>
+<th>Actions</th>
+</tr>
+
+{% for c in clients %}
+<tr>
+<td>{{ c.id }}</td>
+<td>{{ c.client_code }}</td>
+<td>{{ c.company_name }}</td>
+<td>{{ c.contact_name }}</td>
+<td>{{ c.email }}</td>
+<td>{{ c.phone }}</td>
+<td>{{ c.status }}</td>
+<td>
+    <a href="/clients/edit/{{ c.id }}">Edit</a> |
+    <a href="/credits/{{ c.id }}"
+       style="{% if c.credit_balance > 0 %}color: green;{% elif c.credit_balance < 0 %}color: red;{% else %}color: blue;{% endif %}">
+       Ledger ({{ c.credit_balance|money('CAD') }})
+    </a>
+</td>
+</tr>
+{% endfor %}
+
+</table>
+
+{% include "footer.html" %}
+</body>
+</html>

backup_pre_csv_export_2026-03-09/invoices_list.html.bak

@@ -0,0 +1,80 @@
+<!doctype html>
+<html>
+<head>
+<title>Invoices</title>
+<style>
+.status-badge {
+    display: inline-block;
+    padding: 3px 8px;
+    border-radius: 999px;
+    font-size: 12px;
+    font-weight: bold;
+    text-transform: uppercase;
+    letter-spacing: 0.03em;
+}
+.status-draft { background: #e5e7eb; color: #111827; }
+.status-pending { background: #dbeafe; color: #1d4ed8; }
+.status-partial { background: #fef3c7; color: #92400e; }
+.status-paid { background: #dcfce7; color: #166534; }
+.status-overdue { background: #fee2e2; color: #991b1b; }
+.status-cancelled { background: #e5e7eb; color: #4b5563; }
+
+.locked-note {
+    color: #92400e;
+    font-weight: bold;
+}
+</style>
+</head>
+
+<body>
+
+<h1>Invoices</h1>
+
+<p><a href="/">Home</a></p>
+<p><a href="/invoices/new">Create Invoice</a></p>
+
+<table border="1" cellpadding="6">
+<tr>
+<th>ID</th>
+<th>Invoice</th>
+<th>Client</th>
+<th>Currency</th>
+<th>Total</th>
+<th>Paid</th>
+<th>Remaining</th>
+<th>Status</th>
+<th>Issued</th>
+<th>Due</th>
+<th>Actions</th>
+</tr>
+
+{% for i in invoices %}
+<tr>
+<td>{{ i.id }}</td>
+<td>{{ i.invoice_number }}</td>
+<td>{{ i.client_code }} - {{ i.company_name }}</td>
+<td>{{ i.currency_code }}</td>
+<td>{{ i.total_amount|money(i.currency_code) }}</td>
+<td>{{ i.amount_paid|money(i.currency_code) }}</td>
+<td>{{ (i.total_amount - i.amount_paid)|money(i.currency_code) }}</td>
+<td>
+    <span class="status-badge status-{{ i.status }}">{{ i.status }}</span>
+</td>
+<td>{{ i.issued_at|localtime }}</td>
+<td>{{ i.due_at|localtime }}</td>
+<td>
+    <a href="/invoices/view/{{ i.id }}">View</a> |
+    <a href="/invoices/pdf/{{ i.id }}">PDF</a> |
+    <a href="/invoices/edit/{{ i.id }}">Edit</a>
+    {% if i.payment_count > 0 %}
+    <span class="locked-note">(Locked)</span>
+    {% endif %}
+</td>
+</tr>
+{% endfor %}
+
+</table>
+
+{% include "footer.html" %}
+</body>
+</html>

backup_pre_csv_export_2026-03-09/payments_list.html.bak

@@ -0,0 +1,102 @@
+<!doctype html>
+<html>
+<head>
+<title>Payments</title>
+<style>
+.status-badge {
+    display: inline-block;
+    padding: 3px 8px;
+    border-radius: 999px;
+    font-size: 12px;
+    font-weight: bold;
+    text-transform: uppercase;
+    letter-spacing: 0.03em;
+}
+.status-confirmed { background: #dcfce7; color: #166534; }
+.status-reversed { background: #fee2e2; color: #991b1b; }
+
+.invoice-badge {
+    display: inline-block;
+    padding: 3px 8px;
+    border-radius: 999px;
+    font-size: 11px;
+    font-weight: bold;
+    text-transform: uppercase;
+    letter-spacing: 0.03em;
+}
+.invoice-draft { background: #e5e7eb; color: #111827; }
+.invoice-pending { background: #dbeafe; color: #1d4ed8; }
+.invoice-partial { background: #fef3c7; color: #92400e; }
+.invoice-paid { background: #dcfce7; color: #166534; }
+.invoice-overdue { background: #fee2e2; color: #991b1b; }
+.invoice-cancelled { background: #e5e7eb; color: #4b5563; }
+
+.inline-form {
+    display: inline;
+    margin: 0;
+}
+.void-btn {
+    background: #991b1b;
+    color: white;
+    border: 0;
+    padding: 4px 8px;
+    cursor: pointer;
+}
+.void-btn:hover {
+    opacity: 0.9;
+}
+</style>
+</head>
+<body>
+
+<h1>Payments</h1>
+
+<p><a href="/">Home</a></p>
+<p><a href="/payments/new">Record Payment</a></p>
+
+<table border="1" cellpadding="6">
+<tr>
+    <th>ID</th>
+    <th>Invoice</th>
+    <th>Client</th>
+    <th>Method</th>
+    <th>Currency</th>
+    <th>Amount</th>
+    <th>CAD Value</th>
+    <th>Payment Status</th>
+    <th>Invoice Status</th>
+    <th>Remaining</th>
+    <th>Received</th>
+    <th>Actions</th>
+</tr>
+
+{% for p in payments %}
+<tr>
+    <td>{{ p.id }}</td>
+    <td>{{ p.invoice_number }}</td>
+    <td>{{ p.client_code }} - {{ p.company_name }}</td>
+    <td>{{ p.payment_method }}</td>
+    <td>{{ p.payment_currency }}</td>
+    <td>{{ p.payment_amount|money(p.payment_currency) }}</td>
+    <td>{{ p.cad_value_at_payment|money('CAD') }}</td>
+    <td><span class="status-badge status-{{ p.payment_status }}">{{ p.payment_status }}</span></td>
+    <td><span class="invoice-badge invoice-{{ p.invoice_status }}">{{ p.invoice_status }}</span></td>
+    <td>{{ (p.total_amount - p.amount_paid)|money(p.invoice_currency_code) }}</td>
+    <td>{{ p.received_at|localtime }}</td>
+    <td>
+        <a href="/payments/edit/{{ p.id }}">Edit</a>
+        {% if p.payment_status == 'confirmed' %}
+        |
+        <form method="post" action="/payments/void/{{ p.id }}" class="inline-form" onsubmit="return confirm('Void this payment? This will reverse it from invoice totals but keep the record for history.');">
+            <button type="submit" class="void-btn">Void</button>
+        </form>
+        {% endif %}
+    </td>
+</tr>
+{% endfor %}
+
+</table>
+
+{% include "footer.html" %}
+</body>
+</html>

backup_pre_invoice_numbering_2026-03-09/invoices_new.html.bak

@@ -0,0 +1,81 @@
+<!doctype html>
+<html>
+<head>
+<title>New Invoice</title>
+</head>
+
+<body>
+
+<h1>Create Invoice</h1>
+
+{% if errors %}
+<div style="border:1px solid red; padding:10px; margin-bottom:15px;">
+    <strong>Please fix the following:</strong>
+    <ul>
+        {% for error in errors %}
+        <li>{{ error }}</li>
+        {% endfor %}
+    </ul>
+</div>
+{% endif %}
+
+<form method="post">
+
+<p>
+Client *<br>
+<select name="client_id" required>
+    <option value="">Select client</option>
+    {% for c in clients %}
+    <option value="{{ c.id }}" {% if form_data.get('client_id') == (c.id|string) %}selected{% endif %}>
+        {{ c.client_code }} - {{ c.company_name }}
+    </option>
+    {% endfor %}
+</select>
+</p>
+
+<p>
+Service *<br>
+<select name="service_id" required>
+    <option value="">Select service</option>
+    {% for s in services %}
+    <option value="{{ s.id }}" {% if form_data.get('service_id') == (s.id|string) %}selected{% endif %}>
+        {{ s.service_code }} - {{ s.service_name }}
+    </option>
+    {% endfor %}
+</select>
+</p>
+
+<p>
+Currency *<br>
+<select name="currency_code" required>
+    <option value="CAD" {% if form_data.get('currency_code', 'CAD') == 'CAD' %}selected{% endif %}>CAD</option>
+    <option value="ETHO" {% if form_data.get('currency_code') == 'ETHO' %}selected{% endif %}>ETHO</option>
+    <option value="EGAZ" {% if form_data.get('currency_code') == 'EGAZ' %}selected{% endif %}>EGAZ</option>
+    <option value="ALT" {% if form_data.get('currency_code') == 'ALT' %}selected{% endif %}>ALT</option>
+</select>
+</p>
+
+<p>
+Total Amount *<br>
+<input type="number" step="0.00000001" min="0.00000001" name="total_amount" value="{{ form_data.get('total_amount', '') }}" required>
+</p>
+
+<p>
+Due Date *<br>
+<input type="date" name="due_at" value="{{ form_data.get('due_at', '') }}" required>
+</p>
+
+<p>
+Notes<br>
+<textarea name="notes">{{ form_data.get('notes', '') }}</textarea>
+</p>
+
+<p>
+<button type="submit">Create Invoice</button>
+</p>
+
+</form>
+
+</body>
+</html>
+{% include "footer.html" %}

backup_pre_invoice_numbering_2026-03-09/requirements.txt.bak

@@ -0,0 +1,5 @@
+Flask
+mysql-connector-python
+reportlab
+python-dateutil
+pytz

backup_pre_invoice_pdf_2026-03-09/invoices_list.html.bak

@@ -0,0 +1,79 @@
+<!doctype html>
+<html>
+<head>
+<title>Invoices</title>
+<style>
+.status-badge {
+    display: inline-block;
+    padding: 3px 8px;
+    border-radius: 999px;
+    font-size: 12px;
+    font-weight: bold;
+    text-transform: uppercase;
+    letter-spacing: 0.03em;
+}
+.status-draft { background: #e5e7eb; color: #111827; }
+.status-pending { background: #dbeafe; color: #1d4ed8; }
+.status-partial { background: #fef3c7; color: #92400e; }
+.status-paid { background: #dcfce7; color: #166534; }
+.status-overdue { background: #fee2e2; color: #991b1b; }
+.status-cancelled { background: #e5e7eb; color: #4b5563; }
+
+.locked-note {
+    color: #92400e;
+    font-weight: bold;
+}
+</style>
+</head>
+
+<body>
+
+<h1>Invoices</h1>
+
+<p><a href="/">Home</a></p>
+<p><a href="/invoices/new">Create Invoice</a></p>
+
+<table border="1" cellpadding="6">
+<tr>
+<th>ID</th>
+<th>Invoice</th>
+<th>Client</th>
+<th>Currency</th>
+<th>Total</th>
+<th>Paid</th>
+<th>Remaining</th>
+<th>Status</th>
+<th>Issued</th>
+<th>Due</th>
+<th>Actions</th>
+</tr>
+
+{% for i in invoices %}
+<tr>
+<td>{{ i.id }}</td>
+<td>{{ i.invoice_number }}</td>
+<td>{{ i.client_code }} - {{ i.company_name }}</td>
+<td>{{ i.currency_code }}</td>
+<td>{{ i.total_amount|money(i.currency_code) }}</td>
+<td>{{ i.amount_paid|money(i.currency_code) }}</td>
+<td>{{ (i.total_amount - i.amount_paid)|money(i.currency_code) }}</td>
+<td>
+    <span class="status-badge status-{{ i.status }}">{{ i.status }}</span>
+</td>
+<td>{{ i.issued_at|localtime }}</td>
+<td>{{ i.due_at|localtime }}</td>
+<td>
+    <a href="/invoices/view/{{ i.id }}">View</a> |
+    <a href="/invoices/edit/{{ i.id }}">Edit</a>
+    {% if i.payment_count > 0 %}
+    <span class="locked-note">(Locked)</span>
+    {% endif %}
+</td>
+</tr>
+{% endfor %}
+
+</table>
+
+{% include "footer.html" %}
+</body>
+</html>

backup_pre_invoice_pdf_2026-03-09/invoices_view.html.bak

@@ -0,0 +1,187 @@
+<!doctype html>
+<html>
+<head>
+<title>Invoice {{ invoice.invoice_number }}</title>
+<style>
+body {
+    font-family: Arial, sans-serif;
+    margin: 30px;
+    color: #111;
+}
+.top-links {
+    margin-bottom: 20px;
+}
+.top-links a {
+    margin-right: 15px;
+}
+.invoice-wrap {
+    max-width: 900px;
+}
+.header-row {
+    display: flex;
+    justify-content: space-between;
+    align-items: flex-start;
+    margin-bottom: 25px;
+}
+.title-box h1 {
+    margin: 0 0 8px 0;
+}
+.status-badge {
+    display: inline-block;
+    padding: 4px 10px;
+    border-radius: 999px;
+    font-size: 12px;
+    font-weight: bold;
+    text-transform: uppercase;
+}
+.status-draft { background: #e5e7eb; color: #111827; }
+.status-pending { background: #dbeafe; color: #1d4ed8; }
+.status-partial { background: #fef3c7; color: #92400e; }
+.status-paid { background: #dcfce7; color: #166534; }
+.status-overdue { background: #fee2e2; color: #991b1b; }
+.status-cancelled { background: #e5e7eb; color: #4b5563; }
+
+.info-grid {
+    display: grid;
+    grid-template-columns: 1fr 1fr;
+    gap: 30px;
+    margin-bottom: 25px;
+}
+.info-card {
+    border: 1px solid #ccc;
+    padding: 15px;
+}
+.info-card h3 {
+    margin-top: 0;
+}
+.summary-table,
+.total-table {
+    width: 100%;
+    border-collapse: collapse;
+    margin-bottom: 25px;
+}
+.summary-table th,
+.summary-table td,
+.total-table th,
+.total-table td {
+    border: 1px solid #ccc;
+    padding: 10px;
+    text-align: left;
+}
+.total-table {
+    max-width: 420px;
+    margin-left: auto;
+}
+.notes-box {
+    border: 1px solid #ccc;
+    padding: 15px;
+    white-space: pre-wrap;
+}
+.print-only {
+    display: none;
+}
+@media print {
+    .top-links,
+    .screen-only,
+    footer {
+        display: none !important;
+    }
+    .print-only {
+        display: block;
+    }
+    body {
+        margin: 0;
+    }
+}
+</style>
+</head>
+<body>
+
+<div class="invoice-wrap">
+    <div class="top-links screen-only">
+        <a href="/">Home</a>
+        <a href="/invoices">Back to Invoices</a>
+        <a href="/invoices/edit/{{ invoice.id }}">Edit Invoice</a>
+        <a href="#" onclick="window.print(); return false;">Print</a>
+    </div>
+
+    <div class="header-row">
+        <div class="title-box">
+            <h1>Invoice {{ invoice.invoice_number }}</h1>
+            <span class="status-badge status-{{ invoice.status }}">{{ invoice.status }}</span>
+        </div>
+        <div style="text-align:right;">
+            <strong>OTB Billing</strong><br>
+            By a contractor, for contractors
+        </div>
+    </div>
+
+    <div class="info-grid">
+        <div class="info-card">
+            <h3>Bill To</h3>
+            <strong>{{ invoice.company_name }}</strong><br>
+            {% if invoice.contact_name %}{{ invoice.contact_name }}<br>{% endif %}
+            {% if invoice.email %}{{ invoice.email }}<br>{% endif %}
+            {% if invoice.phone %}{{ invoice.phone }}<br>{% endif %}
+            Client Code: {{ invoice.client_code }}
+        </div>
+
+        <div class="info-card">
+            <h3>Invoice Details</h3>
+            Invoice #: {{ invoice.invoice_number }}<br>
+            Issued: {{ invoice.issued_at|localtime }}<br>
+            Due: {{ invoice.due_at|localtime }}<br>
+            {% if invoice.paid_at %}Paid: {{ invoice.paid_at|localtime }}<br>{% endif %}
+            Currency: {{ invoice.currency_code }}
+        </div>
+    </div>
+
+    <table class="summary-table">
+        <tr>
+            <th>Service Code</th>
+            <th>Service</th>
+            <th>Description</th>
+            <th>Total</th>
+        </tr>
+        <tr>
+            <td>{{ invoice.service_code or '-' }}</td>
+            <td>{{ invoice.service_name or '-' }}</td>
+            <td>{{ invoice.notes or '-' }}</td>
+            <td>{{ invoice.total_amount|money(invoice.currency_code) }} {{ invoice.currency_code }}</td>
+        </tr>
+    </table>
+
+    <table class="total-table">
+        <tr>
+            <th>Subtotal</th>
+            <td>{{ invoice.subtotal_amount|money(invoice.currency_code) }} {{ invoice.currency_code }}</td>
+        </tr>
+        <tr>
+            <th>Tax</th>
+            <td>{{ invoice.tax_amount|money(invoice.currency_code) }} {{ invoice.currency_code }}</td>
+        </tr>
+        <tr>
+            <th>Total</th>
+            <td><strong>{{ invoice.total_amount|money(invoice.currency_code) }} {{ invoice.currency_code }}</strong></td>
+        </tr>
+        <tr>
+            <th>Paid</th>
+            <td>{{ invoice.amount_paid|money(invoice.currency_code) }} {{ invoice.currency_code }}</td>
+        </tr>
+        <tr>
+            <th>Remaining</th>
+            <td>{{ (invoice.total_amount - invoice.amount_paid)|money(invoice.currency_code) }} {{ invoice.currency_code }}</td>
+        </tr>
+    </table>
+
+    {% if invoice.notes %}
+    <div class="notes-box">
+        <strong>Notes</strong><br><br>
+        {{ invoice.notes }}
+    </div>
+    {% endif %}
+</div>
+
+{% include "footer.html" %}
+</body>
+</html>

backup_pre_invoice_print_view_2026-03-09/invoices_list.html.bak

@@ -0,0 +1,78 @@
+<!doctype html>
+<html>
+<head>
+<title>Invoices</title>
+<style>
+.status-badge {
+    display: inline-block;
+    padding: 3px 8px;
+    border-radius: 999px;
+    font-size: 12px;
+    font-weight: bold;
+    text-transform: uppercase;
+    letter-spacing: 0.03em;
+}
+.status-draft { background: #e5e7eb; color: #111827; }
+.status-pending { background: #dbeafe; color: #1d4ed8; }
+.status-partial { background: #fef3c7; color: #92400e; }
+.status-paid { background: #dcfce7; color: #166534; }
+.status-overdue { background: #fee2e2; color: #991b1b; }
+.status-cancelled { background: #e5e7eb; color: #4b5563; }
+
+.locked-note {
+    color: #92400e;
+    font-weight: bold;
+}
+</style>
+</head>
+
+<body>
+
+<h1>Invoices</h1>
+
+<p><a href="/">Home</a></p>
+<p><a href="/invoices/new">Create Invoice</a></p>
+
+<table border="1" cellpadding="6">
+<tr>
+<th>ID</th>
+<th>Invoice</th>
+<th>Client</th>
+<th>Currency</th>
+<th>Total</th>
+<th>Paid</th>
+<th>Remaining</th>
+<th>Status</th>
+<th>Issued</th>
+<th>Due</th>
+<th>Actions</th>
+</tr>
+
+{% for i in invoices %}
+<tr>
+<td>{{ i.id }}</td>
+<td>{{ i.invoice_number }}</td>
+<td>{{ i.client_code }} - {{ i.company_name }}</td>
+<td>{{ i.currency_code }}</td>
+<td>{{ i.total_amount|money(i.currency_code) }}</td>
+<td>{{ i.amount_paid|money(i.currency_code) }}</td>
+<td>{{ (i.total_amount - i.amount_paid)|money(i.currency_code) }}</td>
+<td>
+    <span class="status-badge status-{{ i.status }}">{{ i.status }}</span>
+</td>
+<td>{{ i.issued_at|localtime }}</td>
+<td>{{ i.due_at|localtime }}</td>
+<td>
+    <a href="/invoices/edit/{{ i.id }}">Edit</a>
+    {% if i.payment_count > 0 %}
+    <span class="locked-note">(Locked)</span>
+    {% endif %}
+</td>
+</tr>
+{% endfor %}
+
+</table>
+
+{% include "footer.html" %}
+</body>
+</html>

backup_pre_invoice_range_export_2026-03-09/invoices_list.html.bak

@@ -0,0 +1,81 @@
+<!doctype html>
+<html>
+<head>
+<title>Invoices</title>
+<style>
+.status-badge {
+    display: inline-block;
+    padding: 3px 8px;
+    border-radius: 999px;
+    font-size: 12px;
+    font-weight: bold;
+    text-transform: uppercase;
+    letter-spacing: 0.03em;
+}
+.status-draft { background: #e5e7eb; color: #111827; }
+.status-pending { background: #dbeafe; color: #1d4ed8; }
+.status-partial { background: #fef3c7; color: #92400e; }
+.status-paid { background: #dcfce7; color: #166534; }
+.status-overdue { background: #fee2e2; color: #991b1b; }
+.status-cancelled { background: #e5e7eb; color: #4b5563; }
+
+.locked-note {
+    color: #92400e;
+    font-weight: bold;
+}
+</style>
+</head>
+
+<body>
+
+<h1>Invoices</h1>
+
+<p><a href="/">Home</a></p>
+<p><a href="/invoices/new">Create Invoice</a></p>
+<p><a href="/invoices/export.csv">Export CSV</a></p>
+
+<table border="1" cellpadding="6">
+<tr>
+<th>ID</th>
+<th>Invoice</th>
+<th>Client</th>
+<th>Currency</th>
+<th>Total</th>
+<th>Paid</th>
+<th>Remaining</th>
+<th>Status</th>
+<th>Issued</th>
+<th>Due</th>
+<th>Actions</th>
+</tr>
+
+{% for i in invoices %}
+<tr>
+<td>{{ i.id }}</td>
+<td>{{ i.invoice_number }}</td>
+<td>{{ i.client_code }} - {{ i.company_name }}</td>
+<td>{{ i.currency_code }}</td>
+<td>{{ i.total_amount|money(i.currency_code) }}</td>
+<td>{{ i.amount_paid|money(i.currency_code) }}</td>
+<td>{{ (i.total_amount - i.amount_paid)|money(i.currency_code) }}</td>
+<td>
+    <span class="status-badge status-{{ i.status }}">{{ i.status }}</span>
+</td>
+<td>{{ i.issued_at|localtime }}</td>
+<td>{{ i.due_at|localtime }}</td>
+<td>
+    <a href="/invoices/view/{{ i.id }}">View</a> |
+    <a href="/invoices/pdf/{{ i.id }}">PDF</a> |
+    <a href="/invoices/edit/{{ i.id }}">Edit</a>
+    {% if i.payment_count > 0 %}
+    <span class="locked-note">(Locked)</span>
+    {% endif %}
+</td>
+</tr>
+{% endfor %}
+
+</table>
+
+{% include "footer.html" %}
+</body>
+</html>

backup_pre_payment_filter_2026-03-08/payments_new.html.bak

@@ -0,0 +1,103 @@
+<!doctype html>
+<html>
+<head>
+<title>New Payment</title>
+</head>
+<body>
+
+<h1>Record Payment</h1>
+
+{% if errors %}
+<div style="border:1px solid red; padding:10px; margin-bottom:15px;">
+    <strong>Please fix the following:</strong>
+    <ul>
+        {% for error in errors %}
+        <li>{{ error }}</li>
+        {% endfor %}
+    </ul>
+</div>
+{% endif %}
+
+<form method="post">
+
+<p>
+Invoice *<br>
+<select name="invoice_id" required>
+    <option value="">Select invoice</option>
+    {% for i in invoices %}
+    <option value="{{ i.id }}" {% if form_data.get('invoice_id') == (i.id|string) %}selected{% endif %}>
+        {{ i.invoice_number }} - {{ i.client_code }} - {{ i.company_name }} - Due {{ i.total_amount - i.amount_paid }} {{ i.currency_code }}
+    </option>
+    {% endfor %}
+</select>
+</p>
+
+<p>
+Payment Method *<br>
+<select name="payment_method" required>
+    <option value="">Select method</option>
+    <option value="square" {% if form_data.get('payment_method') == 'square' %}selected{% endif %}>square</option>
+    <option value="etransfer" {% if form_data.get('payment_method') == 'etransfer' %}selected{% endif %}>etransfer</option>
+    <option value="crypto_etho" {% if form_data.get('payment_method') == 'crypto_etho' %}selected{% endif %}>crypto_etho</option>
+    <option value="crypto_egaz" {% if form_data.get('payment_method') == 'crypto_egaz' %}selected{% endif %}>crypto_egaz</option>
+    <option value="crypto_alt" {% if form_data.get('payment_method') == 'crypto_alt' %}selected{% endif %}>crypto_alt</option>
+    <option value="cash" {% if form_data.get('payment_method') == 'cash' %}selected{% endif %}>cash</option>
+    <option value="other" {% if form_data.get('payment_method') == 'other' %}selected{% endif %}>other</option>
+</select>
+</p>
+
+<p>
+Payment Currency *<br>
+<select name="payment_currency" required>
+    <option value="">Select currency</option>
+    <option value="CAD" {% if form_data.get('payment_currency') == 'CAD' %}selected{% endif %}>CAD</option>
+    <option value="ETHO" {% if form_data.get('payment_currency') == 'ETHO' %}selected{% endif %}>ETHO</option>
+    <option value="EGAZ" {% if form_data.get('payment_currency') == 'EGAZ' %}selected{% endif %}>EGAZ</option>
+    <option value="ALT" {% if form_data.get('payment_currency') == 'ALT' %}selected{% endif %}>ALT</option>
+</select>
+</p>
+
+<p>
+Payment Amount *<br>
+<input type="number" step="0.00000001" min="0.00000001" name="payment_amount" value="{{ form_data.get('payment_amount', '') }}" required>
+</p>
+
+<p>
+CAD Value At Payment *<br>
+<input type="number" step="0.00000001" min="0" name="cad_value_at_payment" value="{{ form_data.get('cad_value_at_payment', '') }}" required>
+</p>
+
+<p>
+Reference<br>
+<input name="reference" value="{{ form_data.get('reference', '') }}">
+</p>
+
+<p>
+Sender Name<br>
+<input name="sender_name" value="{{ form_data.get('sender_name', '') }}">
+</p>
+
+<p>
+TXID<br>
+<input name="txid" value="{{ form_data.get('txid', '') }}">
+</p>
+
+<p>
+Wallet Address<br>
+<input name="wallet_address" value="{{ form_data.get('wallet_address', '') }}">
+</p>
+
+<p>
+Notes<br>
+<textarea name="notes">{{ form_data.get('notes', '') }}</textarea>
+</p>
+
+<p>
+<button type="submit">Record Payment</button>
+</p>
+
+</form>
+
+</body>
+</html>
+{% include "footer.html" %}

backup_pre_payment_policy_guard_2026-03-08/payments_edit.html.bak

@@ -0,0 +1,107 @@
+<!doctype html>
+<html>
+<head>
+<title>Edit Payment</title>
+</head>
+<body>
+
+<h1>Edit Payment</h1>
+
+<p><a href="/">Home</a></p>
+<p><a href="/payments">Back to Payments</a></p>
+
+{% if errors %}
+<div style="border:1px solid red; padding:10px; margin-bottom:15px;">
+    <strong>Please fix the following:</strong>
+    <ul>
+        {% for error in errors %}
+        <li>{{ error }}</li>
+        {% endfor %}
+    </ul>
+</div>
+{% endif %}
+
+<form method="post">
+
+<p>
+Payment ID<br>
+<input value="{{ payment.id }}" readonly>
+</p>
+
+<p>
+Invoice<br>
+<input value="{{ payment.invoice_number }} - {{ payment.client_code }} - {{ payment.company_name }}" readonly>
+</p>
+
+<p>
+Received<br>
+<input value="{{ payment.received_at|localtime }}" readonly>
+</p>
+
+<p>
+Payment Method *<br>
+<select name="payment_method" required>
+    <option value="square" {% if payment.payment_method == 'square' %}selected{% endif %}>square</option>
+    <option value="etransfer" {% if payment.payment_method == 'etransfer' %}selected{% endif %}>etransfer</option>
+    <option value="crypto_etho" {% if payment.payment_method == 'crypto_etho' %}selected{% endif %}>crypto_etho</option>
+    <option value="crypto_egaz" {% if payment.payment_method == 'crypto_egaz' %}selected{% endif %}>crypto_egaz</option>
+    <option value="crypto_alt" {% if payment.payment_method == 'crypto_alt' %}selected{% endif %}>crypto_alt</option>
+    <option value="cash" {% if payment.payment_method == 'cash' %}selected{% endif %}>cash</option>
+    <option value="other" {% if payment.payment_method == 'other' %}selected{% endif %}>other</option>
+</select>
+</p>
+
+<p>
+Payment Currency *<br>
+<select name="payment_currency" required>
+    <option value="CAD" {% if payment.payment_currency == 'CAD' %}selected{% endif %}>CAD</option>
+    <option value="ETHO" {% if payment.payment_currency == 'ETHO' %}selected{% endif %}>ETHO</option>
+    <option value="EGAZ" {% if payment.payment_currency == 'EGAZ' %}selected{% endif %}>EGAZ</option>
+    <option value="ALT" {% if payment.payment_currency == 'ALT' %}selected{% endif %}>ALT</option>
+</select>
+</p>
+
+<p>
+Payment Amount *<br>
+<input type="number" step="0.00000001" min="0.00000001" name="payment_amount" value="{{ payment.payment_amount }}" required>
+</p>
+
+<p>
+CAD Value At Payment *<br>
+<input type="number" step="0.00000001" min="0" name="cad_value_at_payment" value="{{ payment.cad_value_at_payment }}" required>
+</p>
+
+<p>
+Reference<br>
+<input name="reference" value="{{ payment.reference or '' }}">
+</p>
+
+<p>
+Sender Name<br>
+<input name="sender_name" value="{{ payment.sender_name or '' }}">
+</p>
+
+<p>
+TXID<br>
+<input name="txid" value="{{ payment.txid or '' }}">
+</p>
+
+<p>
+Wallet Address<br>
+<input name="wallet_address" value="{{ payment.wallet_address or '' }}">
+</p>
+
+<p>
+Notes<br>
+<textarea name="notes" rows="5" cols="60">{{ payment.notes or '' }}</textarea>
+</p>
+
+<p>
+<button type="submit">Save Payment</button>
+</p>
+
+</form>
+
+{% include "footer.html" %}
+</body>
+</html>

backup_pre_payment_policy_guard_2026-03-08/payments_new.html.bak

@@ -0,0 +1,139 @@
+<!doctype html>
+<html>
+<head>
+<title>New Payment</title>
+<style>
+.status-badge {
+    display: inline-block;
+    padding: 2px 7px;
+    border-radius: 999px;
+    font-size: 11px;
+    font-weight: bold;
+    text-transform: uppercase;
+    letter-spacing: 0.03em;
+}
+.status-pending { background: #dbeafe; color: #1d4ed8; }
+.status-partial { background: #fef3c7; color: #92400e; }
+.status-overdue { background: #fee2e2; color: #991b1b; }
+
+.info-box {
+    border: 1px solid #2563eb;
+    background: #eff6ff;
+    padding: 10px;
+    margin-bottom: 15px;
+}
+.error-box {
+    border: 1px solid red;
+    padding: 10px;
+    margin-bottom: 15px;
+}
+</style>
+</head>
+<body>
+
+<h1>Record Payment</h1>
+
+<p><a href="/">Home</a></p>
+<p><a href="/payments">Back to Payments</a></p>
+
+<div class="info-box">
+    Only invoices with an outstanding balance are shown here.<br>
+    Paid and cancelled invoices are excluded from payment entry.
+</div>
+
+{% if errors %}
+<div class="error-box">
+    <strong>Please fix the following:</strong>
+    <ul>
+        {% for error in errors %}
+        <li>{{ error }}</li>
+        {% endfor %}
+    </ul>
+</div>
+{% endif %}
+
+<form method="post">
+
+<p>
+Invoice *<br>
+<select name="invoice_id" required>
+    <option value="">Select invoice</option>
+    {% for i in invoices %}
+    <option value="{{ i.id }}" {% if form_data.get('invoice_id') == (i.id|string) %}selected{% endif %}>
+        {{ i.invoice_number }} - {{ i.client_code }} - {{ i.company_name }} -
+        Remaining {{ (i.total_amount - i.amount_paid)|money(i.currency_code) }} {{ i.currency_code }} -
+        {{ i.status }}
+    </option>
+    {% endfor %}
+</select>
+</p>
+
+<p>
+Payment Method *<br>
+<select name="payment_method" required>
+    <option value="">Select method</option>
+    <option value="square" {% if form_data.get('payment_method') == 'square' %}selected{% endif %}>square</option>
+    <option value="etransfer" {% if form_data.get('payment_method') == 'etransfer' %}selected{% endif %}>etransfer</option>
+    <option value="crypto_etho" {% if form_data.get('payment_method') == 'crypto_etho' %}selected{% endif %}>crypto_etho</option>
+    <option value="crypto_egaz" {% if form_data.get('payment_method') == 'crypto_egaz' %}selected{% endif %}>crypto_egaz</option>
+    <option value="crypto_alt" {% if form_data.get('payment_method') == 'crypto_alt' %}selected{% endif %}>crypto_alt</option>
+    <option value="cash" {% if form_data.get('payment_method') == 'cash' %}selected{% endif %}>cash</option>
+    <option value="other" {% if form_data.get('payment_method') == 'other' %}selected{% endif %}>other</option>
+</select>
+</p>
+
+<p>
+Payment Currency *<br>
+<select name="payment_currency" required>
+    <option value="">Select currency</option>
+    <option value="CAD" {% if form_data.get('payment_currency') == 'CAD' %}selected{% endif %}>CAD</option>
+    <option value="ETHO" {% if form_data.get('payment_currency') == 'ETHO' %}selected{% endif %}>ETHO</option>
+    <option value="EGAZ" {% if form_data.get('payment_currency') == 'EGAZ' %}selected{% endif %}>EGAZ</option>
+    <option value="ALT" {% if form_data.get('payment_currency') == 'ALT' %}selected{% endif %}>ALT</option>
+</select>
+</p>
+
+<p>
+Payment Amount *<br>
+<input type="number" step="0.00000001" min="0.00000001" name="payment_amount" value="{{ form_data.get('payment_amount', '') }}" required>
+</p>
+
+<p>
+CAD Value At Payment *<br>
+<input type="number" step="0.00000001" min="0" name="cad_value_at_payment" value="{{ form_data.get('cad_value_at_payment', '') }}" required>
+</p>
+
+<p>
+Reference<br>
+<input name="reference" value="{{ form_data.get('reference', '') }}">
+</p>
+
+<p>
+Sender Name<br>
+<input name="sender_name" value="{{ form_data.get('sender_name', '') }}">
+</p>
+
+<p>
+TXID<br>
+<input name="txid" value="{{ form_data.get('txid', '') }}">
+</p>
+
+<p>
+Wallet Address<br>
+<input name="wallet_address" value="{{ form_data.get('wallet_address', '') }}">
+</p>
+
+<p>
+Notes<br>
+<textarea name="notes">{{ form_data.get('notes', '') }}</textarea>
+</p>
+
+<p>
+<button type="submit">Record Payment</button>
+</p>
+
+</form>
+
+{% include "footer.html" %}
+</body>
+</html>

backup_pre_payment_void_2026-03-08/payments_list.html.bak

@@ -0,0 +1,100 @@
+<!doctype html>
+<html>
+<head>
+<title>Payments</title>
+<style>
+.status-badge {
+    display: inline-block;
+    padding: 3px 8px;
+    border-radius: 999px;
+    font-size: 12px;
+    font-weight: bold;
+    text-transform: uppercase;
+    letter-spacing: 0.03em;
+}
+.status-confirmed { background: #dcfce7; color: #166534; }
+.status-reversed { background: #fee2e2; color: #991b1b; }
+
+.invoice-badge {
+    display: inline-block;
+    padding: 3px 8px;
+    border-radius: 999px;
+    font-size: 11px;
+    font-weight: bold;
+    text-transform: uppercase;
+    letter-spacing: 0.03em;
+}
+.invoice-pending { background: #dbeafe; color: #1d4ed8; }
+.invoice-partial { background: #fef3c7; color: #92400e; }
+.invoice-paid { background: #dcfce7; color: #166534; }
+.invoice-overdue { background: #fee2e2; color: #991b1b; }
+.invoice-cancelled { background: #e5e7eb; color: #4b5563; }
+.invoice-draft { background: #e5e7eb; color: #111827; }
+
+.inline-form {
+    display: inline;
+    margin: 0;
+}
+.void-btn {
+    background: #991b1b;
+    color: white;
+    border: 0;
+    padding: 4px 8px;
+    cursor: pointer;
+}
+.void-btn:hover {
+    opacity: 0.9;
+}
+</style>
+</head>
+<body>
+
+<h1>Payments</h1>
+
+<p><a href="/">Home</a></p>
+<p><a href="/payments/new">Record Payment</a></p>
+
+<table border="1" cellpadding="6">
+<tr>
+    <th>ID</th>
+    <th>Invoice</th>
+    <th>Client</th>
+    <th>Method</th>
+    <th>Currency</th>
+    <th>Amount</th>
+    <th>CAD Value</th>
+    <th>Payment Status</th>
+    <th>Invoice Status</th>
+    <th>Received</th>
+    <th>Actions</th>
+</tr>
+
+{% for p in payments %}
+<tr>
+    <td>{{ p.id }}</td>
+    <td>{{ p.invoice_number }}</td>
+    <td>{{ p.client_code }} - {{ p.company_name }}</td>
+    <td>{{ p.payment_method }}</td>
+    <td>{{ p.payment_currency }}</td>
+    <td>{{ p.payment_amount|money(p.payment_currency) }}</td>
+    <td>{{ p.cad_value_at_payment|money('CAD') }}</td>
+    <td><span class="status-badge status-{{ p.payment_status }}">{{ p.payment_status }}</span></td>
+    <td><span class="invoice-badge invoice-{{ p.invoice_status }}">{{ p.invoice_status }}</span></td>
+    <td>{{ p.received_at|localtime }}</td>
+    <td>
+        <a href="/payments/edit/{{ p.id }}">Edit</a>
+        {% if p.payment_status == 'confirmed' %}
+        |
+        <form method="post" action="/payments/void/{{ p.id }}" class="inline-form" onsubmit="return confirm('Void this payment? This will reverse it from invoice totals but keep the record for history.');">
+            <button type="submit" class="void-btn">Void</button>
+        </form>
+        {% endif %}
+    </td>
+</tr>
+{% endfor %}
+
+</table>
+
+{% include "footer.html" %}
+</body>
+</html>

backup_pre_payments_list_cleanup_2026-03-08/payments_list.html.bak

@@ -0,0 +1,100 @@
+<!doctype html>
+<html>
+<head>
+<title>Payments</title>
+<style>
+.status-badge {
+    display: inline-block;
+    padding: 3px 8px;
+    border-radius: 999px;
+    font-size: 12px;
+    font-weight: bold;
+    text-transform: uppercase;
+    letter-spacing: 0.03em;
+}
+.status-confirmed { background: #dcfce7; color: #166534; }
+.status-reversed { background: #fee2e2; color: #991b1b; }
+
+.invoice-badge {
+    display: inline-block;
+    padding: 3px 8px;
+    border-radius: 999px;
+    font-size: 11px;
+    font-weight: bold;
+    text-transform: uppercase;
+    letter-spacing: 0.03em;
+}
+.invoice-pending { background: #dbeafe; color: #1d4ed8; }
+.invoice-partial { background: #fef3c7; color: #92400e; }
+.invoice-paid { background: #dcfce7; color: #166534; }
+.invoice-overdue { background: #fee2e2; color: #991b1b; }
+.invoice-cancelled { background: #e5e7eb; color: #4b5563; }
+.invoice-draft { background: #e5e7eb; color: #111827; }
+
+.inline-form {
+    display: inline;
+    margin: 0;
+}
+.void-btn {
+    background: #991b1b;
+    color: white;
+    border: 0;
+    padding: 4px 8px;
+    cursor: pointer;
+}
+.void-btn:hover {
+    opacity: 0.9;
+}
+</style>
+</head>
+<body>
+
+<h1>Payments</h1>
+
+<p><a href="/">Home</a></p>
+<p><a href="/payments/new">Record Payment</a></p>
+
+<table border="1" cellpadding="6">
+<tr>
+    <th>ID</th>
+    <th>Invoice</th>
+    <th>Client</th>
+    <th>Method</th>
+    <th>Currency</th>
+    <th>Amount</th>
+    <th>CAD Value</th>
+    <th>Payment Status</th>
+    <th>Invoice Status</th>
+    <th>Received</th>
+    <th>Actions</th>
+</tr>
+
+{% for p in payments %}
+<tr>
+    <td>{{ p.id }}</td>
+    <td>{{ p.invoice_number }}</td>
+    <td>{{ p.client_code }} - {{ p.company_name }}</td>
+    <td>{{ p.payment_method }}</td>
+    <td>{{ p.payment_currency }}</td>
+    <td>{{ p.payment_amount|money(p.payment_currency) }}</td>
+    <td>{{ p.cad_value_at_payment|money('CAD') }}</td>
+    <td><span class="status-badge status-{{ p.payment_status }}">{{ p.payment_status }}</span></td>
+    <td><span class="invoice-badge invoice-{{ p.invoice_status }}">{{ p.invoice_status }}</span></td>
+    <td>{{ p.received_at|localtime }}</td>
+    <td>
+        <a href="/payments/edit/{{ p.id }}">Edit</a>
+        {% if p.payment_status == 'confirmed' %}
+        |
+        <form method="post" action="/payments/void/{{ p.id }}" class="inline-form" onsubmit="return confirm('Void this payment? This will reverse it from invoice totals but keep the record for history.');">
+            <button type="submit" class="void-btn">Void</button>
+        </form>
+        {% endif %}
+    </td>
+</tr>
+{% endfor %}
+
+</table>
+
+{% include "footer.html" %}
+</body>
+</html>

backup_pre_revenue_report_json_2026-03-09/dashboard.html.bak

@@ -0,0 +1,42 @@
+<!doctype html>
+<html>
+<head>
+<title>OTB Billing Dashboard</title>
+</head>
+<body>
+
+
+{% if app_settings.business_logo_url %}
+<div style="margin-bottom:15px;">
+<img src="{{ app_settings.business_logo_url }}" style="height:60px;">
+</div>
+{% endif %}
+<h1>{{ app_settings.business_name or 'OTB Billing' }} Dashboard</h1>
+
+<p><a href="/clients">Clients</a></p>
+<p><a href="/services">Services</a></p>
+<p><a href="/invoices">Invoices</a></p>
+<p><a href="/payments">Payments</a></p>
+<p><a href="/settings">Settings / Config</a></p>
+<p><a href="/dbtest">DB Test</a></p>
+
+<table border="1" cellpadding="10">
+<tr>
+    <th>Total Clients</th>
+    <th>Active Services</th>
+    <th>Outstanding Invoices</th>
+    <th>Revenue Received (CAD)</th>
+</tr>
+<tr>
+    <td>{{ total_clients }}</td>
+    <td>{{ active_services }}</td>
+    <td>{{ outstanding_invoices }}</td>
+    <td>{{ revenue_received|money('CAD') }}</td>
+</tr>
+</table>
+
+<p>Displayed times are shown in Eastern Time (Toronto).</p>
+
+{% include "footer.html" %}
+</body>
+</html>

backup_pre_revenue_report_json_2026-03-09/settings.html.bak

@@ -0,0 +1,192 @@
+<!doctype html>
+<html>
+<head>
+<title>Settings</title>
+<style>
+body { font-family: Arial, sans-serif; }
+.form-grid {
+    display: grid;
+    grid-template-columns: 1fr 1fr;
+    gap: 24px;
+    max-width: 1100px;
+}
+.card {
+    border: 1px solid #ccc;
+    padding: 16px;
+}
+.card h2 {
+    margin-top: 0;
+}
+input[type="text"],
+input[type="email"],
+input[type="password"],
+input[type="number"],
+textarea,
+select {
+    width: 100%;
+    box-sizing: border-box;
+    margin-top: 4px;
+    margin-bottom: 12px;
+    padding: 8px;
+}
+textarea { min-height: 90px; }
+.checkbox-row {
+    margin: 8px 0 14px 0;
+}
+.save-row {
+    margin-top: 18px;
+}
+.logo-preview {
+    margin: 10px 0 14px 0;
+}
+.logo-preview img {
+    max-height: 70px;
+    max-width: 220px;
+    border: 1px solid #ccc;
+    padding: 6px;
+    background: #fff;
+}
+small {
+    color: #444;
+}
+</style>
+</head>
+<body>
+
+<h1>Settings / Config</h1>
+
+<p><a href="/">Home</a></p>
+
+<form method="post">
+    <div class="form-grid">
+        <div class="card">
+            <h2>Business Identity</h2>
+
+            Business Name<br>
+            <input type="text" name="business_name" value="{{ settings.business_name }}"><br>
+
+            Business Logo URL<br>
+            <input type="text" name="business_logo_url" value="{{ settings.business_logo_url }}"><br>
+            <small>Example: /static/favicon.png or https://site.com/logo.png</small><br>
+
+            {% if settings.business_logo_url %}
+            <div class="logo-preview">
+                <img src="{{ settings.business_logo_url }}" alt="Business Logo Preview">
+            </div>
+            {% endif %}
+
+            Slogan / Tagline<br>
+            <input type="text" name="business_tagline" value="{{ settings.business_tagline }}"><br>
+
+            Business Email<br>
+            <input type="email" name="business_email" value="{{ settings.business_email }}"><br>
+
+            Business Phone<br>
+            <input type="text" name="business_phone" value="{{ settings.business_phone }}"><br>
+
+            Business Address<br>
+            <textarea name="business_address">{{ settings.business_address }}</textarea><br>
+
+            Website<br>
+            <input type="text" name="business_website" value="{{ settings.business_website }}"><br>
+
+            Business Number / Registration Number<br>
+            <input type="text" name="business_number" value="{{ settings.business_number }}"><br>
+
+            Default Currency<br>
+            <select name="default_currency">
+                <option value="CAD" {% if settings.default_currency == 'CAD' %}selected{% endif %}>CAD</option>
+                <option value="USD" {% if settings.default_currency == 'USD' %}selected{% endif %}>USD</option>
+                <option value="ETHO" {% if settings.default_currency == 'ETHO' %}selected{% endif %}>ETHO</option>
+                <option value="EGAZ" {% if settings.default_currency == 'EGAZ' %}selected{% endif %}>EGAZ</option>
+                <option value="ALT" {% if settings.default_currency == 'ALT' %}selected{% endif %}>ALT</option>
+            </select>
+        </div>
+
+        <div class="card">
+            <h2>Tax Settings</h2>
+
+            Local Country<br>
+            <input type="text" name="local_country" value="{{ settings.local_country }}"><br>
+
+            Tax Label<br>
+            <input type="text" name="tax_label" value="{{ settings.tax_label }}"><br>
+
+            Tax Rate (%)<br>
+            <input type="number" step="0.01" name="tax_rate" value="{{ settings.tax_rate }}"><br>
+
+            Tax Number<br>
+            <input type="text" name="tax_number" value="{{ settings.tax_number }}"><br>
+
+            <div class="checkbox-row">
+                <label>
+                    <input type="checkbox" name="apply_local_tax_only" value="1" {% if settings.apply_local_tax_only == '1' %}checked{% endif %}>
+                    Apply tax only to local clients
+                </label>
+            </div>
+
+            Payment Terms<br>
+            <textarea name="payment_terms">{{ settings.payment_terms }}</textarea><br>
+
+            Invoice Footer<br>
+            <textarea name="invoice_footer">{{ settings.invoice_footer }}</textarea><br>
+        </div>
+
+        <div class="card">
+            <h2>Advanced / Email / SMTP</h2>
+
+            SMTP Host<br>
+            <input type="text" name="smtp_host" value="{{ settings.smtp_host }}"><br>
+
+            SMTP Port<br>
+            <input type="number" name="smtp_port" value="{{ settings.smtp_port }}"><br>
+
+            SMTP Username<br>
+            <input type="text" name="smtp_user" value="{{ settings.smtp_user }}"><br>
+
+            SMTP Password<br>
+            <input type="password" name="smtp_pass" value="{{ settings.smtp_pass }}"><br>
+
+            From Email<br>
+            <input type="email" name="smtp_from_email" value="{{ settings.smtp_from_email }}"><br>
+
+            From Name<br>
+            <input type="text" name="smtp_from_name" value="{{ settings.smtp_from_name }}"><br>
+
+            <div class="checkbox-row">
+                <label>
+                    <input type="checkbox" name="smtp_use_tls" value="1" {% if settings.smtp_use_tls == '1' %}checked{% endif %}>
+                    Use TLS
+                </label>
+            </div>
+
+            <div class="checkbox-row">
+                <label>
+                    <input type="checkbox" name="smtp_use_ssl" value="1" {% if settings.smtp_use_ssl == '1' %}checked{% endif %}>
+                    Use SSL
+                </label>
+            </div>
+        </div>
+
+        <div class="card">
+            <h2>Notes</h2>
+            <p>
+                Branding, tax identity, and SMTP values are stored here for this installation.
+            </p>
+            <p>
+                Logo can be a local static path like <strong>/static/favicon.png</strong> or a full external/IPFS URL.
+            </p>
+            <p>
+                Email sending is not wired yet, but these SMTP settings are stored now so the next step can use them.
+            </p>
+        </div>
+    </div>
+
+    <div class="save-row">
+        <button type="submit">Save Settings</button>
+    </div>
+</form>
+
+{% include "footer.html" %}
+</body>
+</html>

backup_pre_settings_config_2026-03-09/dashboard.html.bak

@@ -0,0 +1,35 @@
+<!doctype html>
+<html>
+<head>
+<title>OTB Billing Dashboard</title>
+</head>
+<body>
+
+<h1>OTB Billing Dashboard</h1>
+
+<p><a href="/clients">Clients</a></p>
+<p><a href="/services">Services</a></p>
+<p><a href="/invoices">Invoices</a></p>
+<p><a href="/payments">Payments</a></p>
+<p><a href="/dbtest">DB Test</a></p>
+
+<table border="1" cellpadding="10">
+<tr>
+    <th>Total Clients</th>
+    <th>Active Services</th>
+    <th>Outstanding Invoices</th>
+    <th>Revenue Received (CAD)</th>
+</tr>
+<tr>
+    <td>{{ total_clients }}</td>
+    <td>{{ active_services }}</td>
+    <td>{{ outstanding_invoices }}</td>
+    <td>{{ revenue_received|money('CAD') }}</td>
+</tr>
+</table>
+
+<p>Displayed times are shown in Eastern Time (Toronto).</p>
+
+{% include "footer.html" %}
+</body>
+</html>

backup_pre_settings_config_2026-03-09/invoices_view.html.bak

@@ -0,0 +1,188 @@
+<!doctype html>
+<html>
+<head>
+<title>Invoice {{ invoice.invoice_number }}</title>
+<style>
+body {
+    font-family: Arial, sans-serif;
+    margin: 30px;
+    color: #111;
+}
+.top-links {
+    margin-bottom: 20px;
+}
+.top-links a {
+    margin-right: 15px;
+}
+.invoice-wrap {
+    max-width: 900px;
+}
+.header-row {
+    display: flex;
+    justify-content: space-between;
+    align-items: flex-start;
+    margin-bottom: 25px;
+}
+.title-box h1 {
+    margin: 0 0 8px 0;
+}
+.status-badge {
+    display: inline-block;
+    padding: 4px 10px;
+    border-radius: 999px;
+    font-size: 12px;
+    font-weight: bold;
+    text-transform: uppercase;
+}
+.status-draft { background: #e5e7eb; color: #111827; }
+.status-pending { background: #dbeafe; color: #1d4ed8; }
+.status-partial { background: #fef3c7; color: #92400e; }
+.status-paid { background: #dcfce7; color: #166534; }
+.status-overdue { background: #fee2e2; color: #991b1b; }
+.status-cancelled { background: #e5e7eb; color: #4b5563; }
+
+.info-grid {
+    display: grid;
+    grid-template-columns: 1fr 1fr;
+    gap: 30px;
+    margin-bottom: 25px;
+}
+.info-card {
+    border: 1px solid #ccc;
+    padding: 15px;
+}
+.info-card h3 {
+    margin-top: 0;
+}
+.summary-table,
+.total-table {
+    width: 100%;
+    border-collapse: collapse;
+    margin-bottom: 25px;
+}
+.summary-table th,
+.summary-table td,
+.total-table th,
+.total-table td {
+    border: 1px solid #ccc;
+    padding: 10px;
+    text-align: left;
+}
+.total-table {
+    max-width: 420px;
+    margin-left: auto;
+}
+.notes-box {
+    border: 1px solid #ccc;
+    padding: 15px;
+    white-space: pre-wrap;
+}
+.print-only {
+    display: none;
+}
+@media print {
+    .top-links,
+    .screen-only,
+    footer {
+        display: none !important;
+    }
+    .print-only {
+        display: block;
+    }
+    body {
+        margin: 0;
+    }
+}
+</style>
+</head>
+<body>
+
+<div class="invoice-wrap">
+    <div class="top-links screen-only">
+        <a href="/">Home</a>
+        <a href="/invoices">Back to Invoices</a>
+        <a href="/invoices/edit/{{ invoice.id }}">Edit Invoice</a>
+        <a href="#" onclick="window.print(); return false;">Print</a>
+        <a href="/invoices/pdf/{{ invoice.id }}">PDF</a>
+    </div>
+
+    <div class="header-row">
+        <div class="title-box">
+            <h1>Invoice {{ invoice.invoice_number }}</h1>
+            <span class="status-badge status-{{ invoice.status }}">{{ invoice.status }}</span>
+        </div>
+        <div style="text-align:right;">
+            <strong>OTB Billing</strong><br>
+            By a contractor, for contractors
+        </div>
+    </div>
+
+    <div class="info-grid">
+        <div class="info-card">
+            <h3>Bill To</h3>
+            <strong>{{ invoice.company_name }}</strong><br>
+            {% if invoice.contact_name %}{{ invoice.contact_name }}<br>{% endif %}
+            {% if invoice.email %}{{ invoice.email }}<br>{% endif %}
+            {% if invoice.phone %}{{ invoice.phone }}<br>{% endif %}
+            Client Code: {{ invoice.client_code }}
+        </div>
+
+        <div class="info-card">
+            <h3>Invoice Details</h3>
+            Invoice #: {{ invoice.invoice_number }}<br>
+            Issued: {{ invoice.issued_at|localtime }}<br>
+            Due: {{ invoice.due_at|localtime }}<br>
+            {% if invoice.paid_at %}Paid: {{ invoice.paid_at|localtime }}<br>{% endif %}
+            Currency: {{ invoice.currency_code }}
+        </div>
+    </div>
+
+    <table class="summary-table">
+        <tr>
+            <th>Service Code</th>
+            <th>Service</th>
+            <th>Description</th>
+            <th>Total</th>
+        </tr>
+        <tr>
+            <td>{{ invoice.service_code or '-' }}</td>
+            <td>{{ invoice.service_name or '-' }}</td>
+            <td>{{ invoice.notes or '-' }}</td>
+            <td>{{ invoice.total_amount|money(invoice.currency_code) }} {{ invoice.currency_code }}</td>
+        </tr>
+    </table>
+
+    <table class="total-table">
+        <tr>
+            <th>Subtotal</th>
+            <td>{{ invoice.subtotal_amount|money(invoice.currency_code) }} {{ invoice.currency_code }}</td>
+        </tr>
+        <tr>
+            <th>Tax</th>
+            <td>{{ invoice.tax_amount|money(invoice.currency_code) }} {{ invoice.currency_code }}</td>
+        </tr>
+        <tr>
+            <th>Total</th>
+            <td><strong>{{ invoice.total_amount|money(invoice.currency_code) }} {{ invoice.currency_code }}</strong></td>
+        </tr>
+        <tr>
+            <th>Paid</th>
+            <td>{{ invoice.amount_paid|money(invoice.currency_code) }} {{ invoice.currency_code }}</td>
+        </tr>
+        <tr>
+            <th>Remaining</th>
+            <td>{{ (invoice.total_amount - invoice.amount_paid)|money(invoice.currency_code) }} {{ invoice.currency_code }}</td>
+        </tr>
+    </table>
+
+    {% if invoice.notes %}
+    <div class="notes-box">
+        <strong>Notes</strong><br><br>
+        {{ invoice.notes }}
+    </div>
+    {% endif %}
+</div>
+
+{% include "footer.html" %}
+</body>
+</html>

backup_pre_status_hardening_2026-03-08/invoices_edit.html.bak

@@ -0,0 +1,113 @@
+<!doctype html>
+<html>
+<head>
+<title>Edit Invoice</title>
+</head>
+
+<body>
+
+<h1>Edit Invoice</h1>
+
+<p><a href="/">Home</a></p>
+<p><a href="/invoices">Back to Invoices</a></p>
+
+{% if errors %}
+<div style="border:1px solid red; padding:10px; margin-bottom:15px;">
+    <strong>Please fix the following:</strong>
+    <ul>
+        {% for error in errors %}
+        <li>{{ error }}</li>
+        {% endfor %}
+    </ul>
+</div>
+{% endif %}
+
+{% if locked %}
+<div style="border:1px solid #aa6600; padding:10px; margin-bottom:15px; background:#fff4dd;">
+    <strong>This invoice is locked for core edits because payments exist.</strong><br>
+    Core accounting fields cannot be changed after payment activity begins.
+</div>
+{% endif %}
+
+<form method="post">
+
+<p>
+Invoice Number<br>
+<input value="{{ invoice.invoice_number }}" readonly>
+</p>
+
+{% if not locked %}
+<p>
+Client *<br>
+<select name="client_id" required>
+    {% for c in clients %}
+    <option value="{{ c.id }}" {% if invoice.client_id == c.id %}selected{% endif %}>
+        {{ c.client_code }} - {{ c.company_name }}
+    </option>
+    {% endfor %}
+</select>
+</p>
+
+<p>
+Service *<br>
+<select name="service_id" required>
+    {% for s in services %}
+    <option value="{{ s.id }}" {% if invoice.service_id == s.id %}selected{% endif %}>
+        {{ s.service_code }} - {{ s.service_name }}
+    </option>
+    {% endfor %}
+</select>
+</p>
+
+<p>
+Currency *<br>
+<select name="currency_code" required>
+    <option value="CAD" {% if invoice.currency_code == 'CAD' %}selected{% endif %}>CAD</option>
+    <option value="ETHO" {% if invoice.currency_code == 'ETHO' %}selected{% endif %}>ETHO</option>
+    <option value="EGAZ" {% if invoice.currency_code == 'EGAZ' %}selected{% endif %}>EGAZ</option>
+    <option value="ALT" {% if invoice.currency_code == 'ALT' %}selected{% endif %}>ALT</option>
+</select>
+</p>
+
+<p>
+Total Amount *<br>
+<input type="number" step="0.00000001" min="0" name="total_amount" value="{{ invoice.total_amount }}" required>
+</p>
+{% else %}
+<p>Client<br><input value="{{ invoice.client_id }}" readonly></p>
+<p>Service<br><input value="{{ invoice.service_id }}" readonly></p>
+<p>Currency<br><input value="{{ invoice.currency_code }}" readonly></p>
+<p>Total Amount<br><input value="{{ invoice.total_amount|money(invoice.currency_code) }}" readonly></p>
+{% endif %}
+
+<p>
+Due Date *<br>
+<input type="date" name="due_at" value="{{ invoice.due_at.strftime('%Y-%m-%d') if invoice.due_at else '' }}" required>
+</p>
+
+<p>
+Status *<br>
+<select name="status" required>
+    <option value="draft" {% if invoice.status == 'draft' %}selected{% endif %}>draft</option>
+    <option value="pending" {% if invoice.status == 'pending' %}selected{% endif %}>pending</option>
+    <option value="partial" {% if invoice.status == 'partial' %}selected{% endif %}>partial</option>
+    <option value="paid" {% if invoice.status == 'paid' %}selected{% endif %}>paid</option>
+    <option value="overdue" {% if invoice.status == 'overdue' %}selected{% endif %}>overdue</option>
+    <option value="cancelled" {% if invoice.status == 'cancelled' %}selected{% endif %}>cancelled</option>
+</select>
+</p>
+
+<p>
+Notes<br>
+<textarea name="notes" rows="5" cols="60">{{ invoice.notes or '' }}</textarea>
+</p>
+
+<p>
+<button type="submit">Save Invoice</button>
+</p>
+
+</form>
+
+{% include "footer.html" %}
+</body>
+</html>

backup_pre_status_hardening_2026-03-08/invoices_list.html.bak

@@ -0,0 +1,54 @@
+<!doctype html>
+<html>
+<head>
+<title>Invoices</title>
+</head>
+
+<body>
+
+<h1>Invoices</h1>
+
+<p><a href="/">Home</a></p>
+<p><a href="/invoices/new">Create Invoice</a></p>
+
+<table border="1" cellpadding="6">
+<tr>
+<th>ID</th>
+<th>Invoice</th>
+<th>Client</th>
+<th>Currency</th>
+<th>Total</th>
+<th>Paid</th>
+<th>Remaining</th>
+<th>Status</th>
+<th>Issued</th>
+<th>Due</th>
+<th>Actions</th>
+</tr>
+
+{% for i in invoices %}
+<tr>
+<td>{{ i.id }}</td>
+<td>{{ i.invoice_number }}</td>
+<td>{{ i.client_code }} - {{ i.company_name }}</td>
+<td>{{ i.currency_code }}</td>
+<td>{{ i.total_amount|money(i.currency_code) }}</td>
+<td>{{ i.amount_paid|money(i.currency_code) }}</td>
+<td>{{ (i.total_amount - i.amount_paid)|money(i.currency_code) }}</td>
+<td>{{ i.status }}</td>
+<td>{{ i.issued_at|localtime }}</td>
+<td>{{ i.due_at|localtime }}</td>
+<td>
+    <a href="/invoices/edit/{{ i.id }}">Edit</a>
+    {% if i.payment_count > 0 %}
+    (Locked)
+    {% endif %}
+</td>
+</tr>
+{% endfor %}
+
+</table>
+
+{% include "footer.html" %}
+</body>
+</html>

templates/base.html

@@ -18,3 +18,4 @@
 
 </body>
 </html>
+{% include "footer.html" %}

templates/clients/list.html

@@ -3,42 +3,39 @@
 <head>
 <title>Clients</title>
 </head>
-
 <body>
 
 <h1>Clients</h1>
 
 <p><a href="/">Home</a></p>
 <p><a href="/clients/new">Add Client</a></p>
+<p><a href="/clients/export.csv">Export CSV</a></p>
 
 <table border="1" cellpadding="6">
 <tr>
-<th>ID</th>
-<th>Code</th>
-<th>Company</th>
-<th>Contact</th>
-<th>Email</th>
-<th>Phone</th>
-<th>Status</th>
-<th>Actions</th>
+    <th>ID</th>
+    <th>Code</th>
+    <th>Company</th>
+    <th>Contact</th>
+    <th>Email</th>
+    <th>Phone</th>
+    <th>Status</th>
+    <th>Actions</th>
 </tr>
 
 {% for c in clients %}
 <tr>
-<td>{{ c.id }}</td>
-<td>{{ c.client_code }}</td>
-<td>{{ c.company_name }}</td>
-<td>{{ c.contact_name }}</td>
-<td>{{ c.email }}</td>
-<td>{{ c.phone }}</td>
-<td>{{ c.status }}</td>
-<td>
-    <a href="/clients/edit/{{ c.id }}">Edit</a> |
-    <a href="/credits/{{ c.id }}"
-       style="{% if c.credit_balance > 0 %}color: green;{% elif c.credit_balance < 0 %}color: red;{% else %}color: blue;{% endif %}">
-       Ledger ({{ c.credit_balance|money('CAD') }})
-    </a>
-</td>
+    <td>{{ c.id }}</td>
+    <td>{{ c.client_code }}</td>
+    <td>{{ c.company_name }}</td>
+    <td>{{ c.contact_name }}</td>
+    <td>{{ c.email }}</td>
+    <td>{{ c.phone }}</td>
+    <td>{{ c.status }}</td>
+    <td>
+        <a href="/clients/edit/{{ c.id }}">Edit</a> |
+        <a href="/credits/{{ c.id }}">Ledger</a>
+    </td>
 </tr>
 {% endfor %}
 

templates/clients/new.html

@@ -38,3 +38,4 @@ Phone<br>
 
 </body>
 </html>
+{% include "footer.html" %}

templates/dashboard.html

@@ -5,12 +5,19 @@
 </head>
 <body>
 
+
+{% if app_settings.business_logo_url %}
+<div style="margin-bottom:15px;">
+<img src="{{ app_settings.business_logo_url }}" style="height:60px;">
+</div>
+{% endif %}
 <h1>{{ app_settings.business_name or 'OTB Billing' }} Dashboard</h1>
 
 <p><a href="/clients">Clients</a></p>
 <p><a href="/services">Services</a></p>
 <p><a href="/invoices">Invoices</a></p>
 <p><a href="/payments">Payments</a></p>
+<p><a href="/reports/revenue">Revenue Report</a></p>
 <p><a href="/settings">Settings / Config</a></p>
 <p><a href="/dbtest">DB Test</a></p>
 

templates/invoices/list.html

@@ -23,6 +23,35 @@
     color: #92400e;
     font-weight: bold;
 }
+
+.filter-box {
+    border: 1px solid #ccc;
+    padding: 12px;
+    margin: 14px 0;
+    max-width: 1100px;
+}
+.filter-row {
+    display: flex;
+    gap: 14px;
+    align-items: end;
+    flex-wrap: wrap;
+}
+.filter-row div {
+    display: flex;
+    flex-direction: column;
+}
+input[type="date"],
+input[type="number"],
+select {
+    padding: 6px;
+    min-width: 150px;
+}
+.action-links {
+    margin-top: 12px;
+    display: flex;
+    gap: 18px;
+    flex-wrap: wrap;
+}
 </style>
 </head>
 
@@ -33,6 +62,63 @@
 <p><a href="/">Home</a></p>
 <p><a href="/invoices/new">Create Invoice</a></p>
 
+<div class="filter-box">
+    <form method="get" action="/invoices">
+        <div class="filter-row">
+            <div>
+                <label for="start_date">Issued From</label>
+                <input type="date" id="start_date" name="start_date" value="{{ filters.start_date if filters is defined else '' }}">
+            </div>
+
+            <div>
+                <label for="end_date">Issued To</label>
+                <input type="date" id="end_date" name="end_date" value="{{ filters.end_date if filters is defined else '' }}">
+            </div>
+
+            <div>
+                <label for="status">Status</label>
+                <select id="status" name="status">
+                    <option value="" {% if not filters.status %}selected{% endif %}>All</option>
+                    <option value="draft" {% if filters.status == 'draft' %}selected{% endif %}>draft</option>
+                    <option value="pending" {% if filters.status == 'pending' %}selected{% endif %}>pending</option>
+                    <option value="partial" {% if filters.status == 'partial' %}selected{% endif %}>partial</option>
+                    <option value="paid" {% if filters.status == 'paid' %}selected{% endif %}>paid</option>
+                    <option value="overdue" {% if filters.status == 'overdue' %}selected{% endif %}>overdue</option>
+                    <option value="cancelled" {% if filters.status == 'cancelled' %}selected{% endif %}>cancelled</option>
+                </select>
+            </div>
+
+            <div>
+                <label for="client_id">Client</label>
+                <select id="client_id" name="client_id">
+                    <option value="" {% if not filters.client_id %}selected{% endif %}>All Clients</option>
+                    {% for c in clients %}
+                    <option value="{{ c.id }}" {% if filters.client_id == (c.id|string) %}selected{% endif %}>
+                        {{ c.client_code }} - {{ c.company_name }}
+                    </option>
+                    {% endfor %}
+                </select>
+            </div>
+
+            <div>
+                <label for="limit">Limit</label>
+                <input type="number" id="limit" name="limit" min="1" step="1" value="{{ filters.limit if filters is defined else '' }}">
+            </div>
+
+            <div>
+                <button type="submit">Apply Filters</button>
+            </div>
+        </div>
+
+        <div class="action-links">
+            <a href="/invoices">Clear Filters</a>
+            <a href="/invoices/export.csv?start_date={{ filters.start_date if filters is defined else '' }}&end_date={{ filters.end_date if filters is defined else '' }}&status={{ filters.status if filters is defined else '' }}&client_id={{ filters.client_id if filters is defined else '' }}&limit={{ filters.limit if filters is defined else '' }}">Export Filtered CSV</a>
+            <a href="/invoices/export-pdf.zip?start_date={{ filters.start_date if filters is defined else '' }}&end_date={{ filters.end_date if filters is defined else '' }}&status={{ filters.status if filters is defined else '' }}&client_id={{ filters.client_id if filters is defined else '' }}&limit={{ filters.limit if filters is defined else '' }}">Export Filtered PDF ZIP</a>
+            <a href="/invoices/print?start_date={{ filters.start_date if filters is defined else '' }}&end_date={{ filters.end_date if filters is defined else '' }}&status={{ filters.status if filters is defined else '' }}&client_id={{ filters.client_id if filters is defined else '' }}&limit={{ filters.limit if filters is defined else '' }}">Batch Print</a>
+        </div>
+    </form>
+</div>
+
 <table border="1" cellpadding="6">
 <tr>
 <th>ID</th>

templates/invoices/print_batch.html

@@ -0,0 +1,222 @@
+<!doctype html>
+<html>
+<head>
+<title>Batch Print Invoices</title>
+<style>
+body {
+    font-family: Arial, sans-serif;
+    margin: 24px;
+    color: #111;
+}
+.top-links {
+    margin-bottom: 20px;
+}
+.top-links a {
+    margin-right: 16px;
+}
+.batch-header {
+    margin-bottom: 24px;
+}
+.invoice-wrap {
+    page-break-after: always;
+    margin-bottom: 40px;
+    padding-bottom: 30px;
+    border-bottom: 2px solid #ddd;
+}
+.invoice-wrap:last-child {
+    page-break-after: auto;
+    border-bottom: none;
+}
+.header-row {
+    display: flex;
+    justify-content: space-between;
+    align-items: flex-start;
+    margin-bottom: 25px;
+}
+.title-box h1 {
+    margin: 0 0 8px 0;
+}
+.status-badge {
+    display: inline-block;
+    padding: 4px 10px;
+    border-radius: 999px;
+    font-size: 12px;
+    font-weight: bold;
+    text-transform: uppercase;
+}
+.status-draft { background: #e5e7eb; color: #111827; }
+.status-pending { background: #dbeafe; color: #1d4ed8; }
+.status-partial { background: #fef3c7; color: #92400e; }
+.status-paid { background: #dcfce7; color: #166534; }
+.status-overdue { background: #fee2e2; color: #991b1b; }
+.status-cancelled { background: #e5e7eb; color: #4b5563; }
+.info-grid {
+    display: grid;
+    grid-template-columns: 1fr 1fr;
+    gap: 30px;
+    margin-bottom: 25px;
+}
+.info-card {
+    border: 1px solid #ccc;
+    padding: 15px;
+}
+.info-card h3 {
+    margin-top: 0;
+}
+.summary-table,
+.total-table {
+    width: 100%;
+    border-collapse: collapse;
+    margin-bottom: 25px;
+}
+.summary-table th,
+.summary-table td,
+.total-table th,
+.total-table td {
+    border: 1px solid #ccc;
+    padding: 10px;
+    text-align: left;
+}
+.total-table {
+    max-width: 420px;
+    margin-left: auto;
+}
+.notes-box {
+    border: 1px solid #ccc;
+    padding: 15px;
+    white-space: pre-wrap;
+    margin-top: 20px;
+}
+.logo {
+    max-height: 70px;
+    max-width: 120px;
+    margin-bottom: 10px;
+}
+@media print {
+    .top-links, footer {
+        display: none !important;
+    }
+    body {
+        margin: 0;
+    }
+}
+</style>
+</head>
+<body>
+
+<div class="top-links">
+    <a href="/invoices">Back to Invoices</a>
+    <a href="#" onclick="window.print(); return false;">Print This Page</a>
+</div>
+
+<div class="batch-header">
+    <h1>Batch Invoice Print</h1>
+    <p>
+        Filters:
+        From={{ filters.start_date or 'Any' }},
+        To={{ filters.end_date or 'Any' }},
+        Status={{ filters.status or 'All' }},
+        Client={{ filters.client_id or 'All' }},
+        Limit={{ filters.limit or 'None' }}
+    </p>
+</div>
+
+{% for invoice in invoices %}
+<div class="invoice-wrap">
+    <div class="header-row">
+        <div class="title-box">
+            {% if settings.business_logo_url %}
+            <img src="{{ settings.business_logo_url }}" class="logo" alt="Logo">
+            {% endif %}
+            <h1>Invoice {{ invoice.invoice_number }}</h1>
+            <span class="status-badge status-{{ invoice.status }}">{{ invoice.status }}</span>
+        </div>
+        <div style="text-align:right;">
+            <strong>{{ settings.business_name or 'OTB Billing' }}</strong><br>
+            {{ settings.business_tagline or '' }}<br>
+            {% if settings.business_address %}{{ settings.business_address }}<br>{% endif %}
+            {% if settings.business_email %}{{ settings.business_email }}<br>{% endif %}
+            {% if settings.business_phone %}{{ settings.business_phone }}<br>{% endif %}
+            {% if settings.business_website %}{{ settings.business_website }}{% endif %}
+        </div>
+    </div>
+
+    <div class="info-grid">
+        <div class="info-card">
+            <h3>Bill To</h3>
+            <strong>{{ invoice.company_name }}</strong><br>
+            {% if invoice.contact_name %}{{ invoice.contact_name }}<br>{% endif %}
+            {% if invoice.email %}{{ invoice.email }}<br>{% endif %}
+            {% if invoice.phone %}{{ invoice.phone }}<br>{% endif %}
+            Client Code: {{ invoice.client_code }}
+        </div>
+
+        <div class="info-card">
+            <h3>Invoice Details</h3>
+            Invoice #: {{ invoice.invoice_number }}<br>
+            Issued: {{ invoice.issued_at|localtime }}<br>
+            Due: {{ invoice.due_at|localtime }}<br>
+            {% if invoice.paid_at %}Paid: {{ invoice.paid_at|localtime }}<br>{% endif %}
+            Currency: {{ invoice.currency_code }}<br>
+            {% if settings.tax_number %}{{ settings.tax_label or 'Tax' }} Number: {{ settings.tax_number }}<br>{% endif %}
+            {% if settings.business_number %}Business Number: {{ settings.business_number }}{% endif %}
+        </div>
+    </div>
+
+    <table class="summary-table">
+        <tr>
+            <th>Service Code</th>
+            <th>Service</th>
+            <th>Description</th>
+            <th>Total</th>
+        </tr>
+        <tr>
+            <td>{{ invoice.service_code or '-' }}</td>
+            <td>{{ invoice.service_name or '-' }}</td>
+            <td>{{ invoice.notes or '-' }}</td>
+            <td>{{ invoice.total_amount|money(invoice.currency_code) }} {{ invoice.currency_code }}</td>
+        </tr>
+    </table>
+
+    <table class="total-table">
+        <tr>
+            <th>Subtotal</th>
+            <td>{{ invoice.subtotal_amount|money(invoice.currency_code) }} {{ invoice.currency_code }}</td>
+        </tr>
+        <tr>
+            <th>{{ settings.tax_label or 'Tax' }}</th>
+            <td>{{ invoice.tax_amount|money(invoice.currency_code) }} {{ invoice.currency_code }}</td>
+        </tr>
+        <tr>
+            <th>Total</th>
+            <td><strong>{{ invoice.total_amount|money(invoice.currency_code) }} {{ invoice.currency_code }}</strong></td>
+        </tr>
+        <tr>
+            <th>Paid</th>
+            <td>{{ invoice.amount_paid|money(invoice.currency_code) }} {{ invoice.currency_code }}</td>
+        </tr>
+        <tr>
+            <th>Remaining</th>
+            <td>{{ (invoice.total_amount - invoice.amount_paid)|money(invoice.currency_code) }} {{ invoice.currency_code }}</td>
+        </tr>
+    </table>
+
+    {% if settings.payment_terms %}
+    <div class="notes-box">
+        <strong>Payment Terms</strong><br><br>
+        {{ settings.payment_terms }}
+    </div>
+    {% endif %}
+
+    {% if settings.invoice_footer %}
+    <div class="notes-box">
+        <strong>Footer</strong><br><br>
+        {{ settings.invoice_footer }}
+    </div>
+    {% endif %}
+</div>
+{% endfor %}
+
+{% include "footer.html" %}
+</body>
+</html>

templates/invoices/view.html

@@ -108,6 +108,11 @@ body {
     </div>
 
     <div class="header-row">
+
+{% if settings.business_logo_url %}
+<img src="{{ settings.business_logo_url }}" style="height:70px;margin-bottom:10px;">
+{% endif %}
+
         <div class="title-box">
             <h1>Invoice {{ invoice.invoice_number }}</h1>
             <span class="status-badge status-{{ invoice.status }}">{{ invoice.status }}</span>

templates/payments/list.html

@@ -53,6 +53,7 @@
 
 <p><a href="/">Home</a></p>
 <p><a href="/payments/new">Record Payment</a></p>
+<p><a href="/payments/export.csv">Export CSV</a></p>
 
 <table border="1" cellpadding="6">
 <tr>

templates/reports/revenue.html

@@ -0,0 +1,73 @@
+<!doctype html>
+<html>
+<head>
+<title>Revenue Report</title>
+<style>
+body { font-family: Arial, sans-serif; }
+.report-grid {
+    display: grid;
+    grid-template-columns: repeat(2, minmax(260px, 1fr));
+    gap: 18px;
+    max-width: 900px;
+}
+.card {
+    border: 1px solid #ccc;
+    padding: 16px;
+}
+.card h2 {
+    margin-top: 0;
+    margin-bottom: 10px;
+}
+.value {
+    font-size: 28px;
+    font-weight: bold;
+}
+.action-links a {
+    margin-right: 16px;
+}
+</style>
+</head>
+<body>
+
+<h1>Revenue Report</h1>
+
+<p><a href="/">Home</a></p>
+
+<div class="action-links">
+    <a href="/reports/revenue.json">Export JSON</a>
+    <a href="/reports/revenue/print">Print Report Now</a>
+</div>
+
+<p>
+Frequency: <strong>{{ report.frequency }}</strong><br>
+Period: <strong>{{ report.period_label }}</strong>
+</p>
+
+<div class="report-grid">
+    <div class="card">
+        <h2>Collected (CAD)</h2>
+        <div class="value">{{ report.collected_cad|money('CAD') }}</div>
+    </div>
+
+    <div class="card">
+        <h2>Invoices Issued</h2>
+        <div class="value">{{ report.invoice_count }}</div>
+        <div>{{ report.invoiced_total|money('CAD') }} CAD total</div>
+    </div>
+
+    <div class="card">
+        <h2>Outstanding Invoices</h2>
+        <div class="value">{{ report.outstanding_count }}</div>
+        <div>{{ report.outstanding_balance|money('CAD') }} CAD outstanding</div>
+    </div>
+
+    <div class="card">
+        <h2>Overdue Invoices</h2>
+        <div class="value">{{ report.overdue_count }}</div>
+        <div>{{ report.overdue_balance|money('CAD') }} CAD overdue</div>
+    </div>
+</div>
+
+{% include "footer.html" %}
+</body>
+</html>

templates/reports/revenue_print.html

@@ -0,0 +1,77 @@
+<!doctype html>
+<html>
+<head>
+<title>Print Revenue Report</title>
+<style>
+body { font-family: Arial, sans-serif; margin: 24px; }
+.top-links a { margin-right: 16px; }
+table {
+    border-collapse: collapse;
+    width: 100%;
+    max-width: 700px;
+    margin-top: 20px;
+}
+th, td {
+    border: 1px solid #ccc;
+    padding: 10px;
+    text-align: left;
+}
+@media print {
+    .top-links, footer { display: none !important; }
+    body { margin: 0; }
+}
+</style>
+</head>
+<body>
+
+<div class="top-links">
+    <a href="/reports/revenue">Back to Revenue Report</a>
+    <a href="#" onclick="window.print(); return false;">Print This Page</a>
+</div>
+
+<h1>Revenue Report</h1>
+<p>
+Frequency: <strong>{{ report.frequency }}</strong><br>
+Period: <strong>{{ report.period_label }}</strong><br>
+Start (UTC): {{ report.period_start }}<br>
+End (UTC): {{ report.period_end }}
+</p>
+
+<table>
+    <tr>
+        <th>Metric</th>
+        <th>Value</th>
+    </tr>
+    <tr>
+        <td>Collected (CAD)</td>
+        <td>{{ report.collected_cad|money('CAD') }} CAD</td>
+    </tr>
+    <tr>
+        <td>Invoices Issued</td>
+        <td>{{ report.invoice_count }}</td>
+    </tr>
+    <tr>
+        <td>Invoiced Total</td>
+        <td>{{ report.invoiced_total|money('CAD') }} CAD</td>
+    </tr>
+    <tr>
+        <td>Outstanding Invoices</td>
+        <td>{{ report.outstanding_count }}</td>
+    </tr>
+    <tr>
+        <td>Outstanding Balance</td>
+        <td>{{ report.outstanding_balance|money('CAD') }} CAD</td>
+    </tr>
+    <tr>
+        <td>Overdue Invoices</td>
+        <td>{{ report.overdue_count }}</td>
+    </tr>
+    <tr>
+        <td>Overdue Balance</td>
+        <td>{{ report.overdue_balance|money('CAD') }} CAD</td>
+    </tr>
+</table>
+
+{% include "footer.html" %}
+</body>
+</html>

templates/services/new.html

@@ -91,3 +91,4 @@ Description<br>
 
 </body>
 </html>
+{% include "footer.html" %}

templates/settings.html

@@ -36,6 +36,19 @@ textarea { min-height: 90px; }
 .save-row {
     margin-top: 18px;
 }
+.logo-preview {
+    margin: 10px 0 14px 0;
+}
+.logo-preview img {
+    max-height: 70px;
+    max-width: 220px;
+    border: 1px solid #ccc;
+    padding: 6px;
+    background: #fff;
+}
+small {
+    color: #444;
+}
 </style>
 </head>
 <body>
@@ -52,6 +65,16 @@ textarea { min-height: 90px; }
             Business Name<br>
             <input type="text" name="business_name" value="{{ settings.business_name }}"><br>
 
+            Business Logo URL<br>
+            <input type="text" name="business_logo_url" value="{{ settings.business_logo_url }}"><br>
+            <small>Example: /static/favicon.png or https://site.com/logo.png</small><br>
+
+            {% if settings.business_logo_url %}
+            <div class="logo-preview">
+                <img src="{{ settings.business_logo_url }}" alt="Business Logo Preview">
+            </div>
+            {% endif %}
+
             Slogan / Tagline<br>
             <input type="text" name="business_tagline" value="{{ settings.business_tagline }}"><br>
 
@@ -78,6 +101,13 @@ textarea { min-height: 90px; }
                 <option value="EGAZ" {% if settings.default_currency == 'EGAZ' %}selected{% endif %}>EGAZ</option>
                 <option value="ALT" {% if settings.default_currency == 'ALT' %}selected{% endif %}>ALT</option>
             </select>
+
+            Report Frequency<br>
+            <select name="report_frequency">
+                <option value="monthly" {% if settings.report_frequency == 'monthly' %}selected{% endif %}>monthly</option>
+                <option value="quarterly" {% if settings.report_frequency == 'quarterly' %}selected{% endif %}>quarterly</option>
+                <option value="yearly" {% if settings.report_frequency == 'yearly' %}selected{% endif %}>yearly</option>
+            </select>
         </div>
 
         <div class="card">
@@ -110,7 +140,7 @@ textarea { min-height: 90px; }
         </div>
 
         <div class="card">
-            <h2>Email / SMTP</h2>
+            <h2>Advanced / Email / SMTP</h2>
 
             SMTP Host<br>
             <input type="text" name="smtp_host" value="{{ settings.smtp_host }}"><br>
@@ -148,13 +178,13 @@ textarea { min-height: 90px; }
         <div class="card">
             <h2>Notes</h2>
             <p>
-                These settings become the identity and delivery configuration for this installation.
+                Branding, tax identity, and SMTP values are stored here for this installation.
             </p>
             <p>
-                Email sending is not wired yet, but these SMTP settings are stored now so the next step can use them.
+                Logo can be a local static path like <strong>/static/favicon.png</strong> or a full external/IPFS URL.
             </p>
             <p>
-                Tax settings are also stored now so invoice and automation logic can use them later.
+                Email sending is not wired yet, but these SMTP settings are stored now so the next step can use them.
             </p>
         </div>
     </div>

templates/settings.html.bak_logo_layout_fix

@@ -0,0 +1,173 @@
+<!doctype html>
+<html>
+<head>
+<title>Settings</title>
+<style>
+body { font-family: Arial, sans-serif; }
+.form-grid {
+    display: grid;
+    grid-template-columns: 1fr 1fr;
+    gap: 24px;
+    max-width: 1100px;
+}
+.card {
+    border: 1px solid #ccc;
+    padding: 16px;
+}
+.card h2 {
+    margin-top: 0;
+}
+input[type="text"],
+input[type="email"],
+input[type="password"],
+input[type="number"],
+textarea,
+select {
+    width: 100%;
+    box-sizing: border-box;
+    margin-top: 4px;
+    margin-bottom: 12px;
+    padding: 8px;
+}
+textarea { min-height: 90px; }
+.checkbox-row {
+    margin: 8px 0 14px 0;
+}
+.save-row {
+    margin-top: 18px;
+}
+</style>
+</head>
+<body>
+
+<h1>Settings / Config</h1>
+
+<p><a href="/">Home</a></p>
+
+<form method="post">
+    <div class="form-grid">
+        <div class="card">
+            <h2>Business Identity</h2>
+
+            Business Name<br>
+Business Logo URL<br>
+<input type="text" name="business_logo_url" value="{{ settings.business_logo_url }}"><br>
+<small>Example: /static/logo.png or https://site.com/logo.png</small><br><br>
+
+            <input type="text" name="business_name" value="{{ settings.business_name }}"><br>
+
+            Slogan / Tagline<br>
+            <input type="text" name="business_tagline" value="{{ settings.business_tagline }}"><br>
+
+            Business Email<br>
+            <input type="email" name="business_email" value="{{ settings.business_email }}"><br>
+
+            Business Phone<br>
+            <input type="text" name="business_phone" value="{{ settings.business_phone }}"><br>
+
+            Business Address<br>
+            <textarea name="business_address">{{ settings.business_address }}</textarea><br>
+
+            Website<br>
+            <input type="text" name="business_website" value="{{ settings.business_website }}"><br>
+
+            Business Number / Registration Number<br>
+            <input type="text" name="business_number" value="{{ settings.business_number }}"><br>
+
+            Default Currency<br>
+            <select name="default_currency">
+                <option value="CAD" {% if settings.default_currency == 'CAD' %}selected{% endif %}>CAD</option>
+                <option value="USD" {% if settings.default_currency == 'USD' %}selected{% endif %}>USD</option>
+                <option value="ETHO" {% if settings.default_currency == 'ETHO' %}selected{% endif %}>ETHO</option>
+                <option value="EGAZ" {% if settings.default_currency == 'EGAZ' %}selected{% endif %}>EGAZ</option>
+                <option value="ALT" {% if settings.default_currency == 'ALT' %}selected{% endif %}>ALT</option>
+            </select>
+        </div>
+
+        <div class="card">
+            <h2>Tax Settings</h2>
+
+            Local Country<br>
+            <input type="text" name="local_country" value="{{ settings.local_country }}"><br>
+
+            Tax Label<br>
+            <input type="text" name="tax_label" value="{{ settings.tax_label }}"><br>
+
+            Tax Rate (%)<br>
+            <input type="number" step="0.01" name="tax_rate" value="{{ settings.tax_rate }}"><br>
+
+            Tax Number<br>
+            <input type="text" name="tax_number" value="{{ settings.tax_number }}"><br>
+
+            <div class="checkbox-row">
+                <label>
+                    <input type="checkbox" name="apply_local_tax_only" value="1" {% if settings.apply_local_tax_only == '1' %}checked{% endif %}>
+                    Apply tax only to local clients
+                </label>
+            </div>
+
+            Payment Terms<br>
+            <textarea name="payment_terms">{{ settings.payment_terms }}</textarea><br>
+
+            Invoice Footer<br>
+            <textarea name="invoice_footer">{{ settings.invoice_footer }}</textarea><br>
+        </div>
+
+        <div class="card">
+            <h2>Email / SMTP</h2>
+
+            SMTP Host<br>
+            <input type="text" name="smtp_host" value="{{ settings.smtp_host }}"><br>
+
+            SMTP Port<br>
+            <input type="number" name="smtp_port" value="{{ settings.smtp_port }}"><br>
+
+            SMTP Username<br>
+            <input type="text" name="smtp_user" value="{{ settings.smtp_user }}"><br>
+
+            SMTP Password<br>
+            <input type="password" name="smtp_pass" value="{{ settings.smtp_pass }}"><br>
+
+            From Email<br>
+            <input type="email" name="smtp_from_email" value="{{ settings.smtp_from_email }}"><br>
+
+            From Name<br>
+            <input type="text" name="smtp_from_name" value="{{ settings.smtp_from_name }}"><br>
+
+            <div class="checkbox-row">
+                <label>
+                    <input type="checkbox" name="smtp_use_tls" value="1" {% if settings.smtp_use_tls == '1' %}checked{% endif %}>
+                    Use TLS
+                </label>
+            </div>
+
+            <div class="checkbox-row">
+                <label>
+                    <input type="checkbox" name="smtp_use_ssl" value="1" {% if settings.smtp_use_ssl == '1' %}checked{% endif %}>
+                    Use SSL
+                </label>
+            </div>
+        </div>
+
+        <div class="card">
+            <h2>Notes</h2>
+            <p>
+                These settings become the identity and delivery configuration for this installation.
+            </p>
+            <p>
+                Email sending is not wired yet, but these SMTP settings are stored now so the next step can use them.
+            </p>
+            <p>
+                Tax settings are also stored now so invoice and automation logic can use them later.
+            </p>
+        </div>
+    </div>
+
+    <div class="save-row">
+        <button type="submit">Save Settings</button>
+    </div>
+</form>
+
+{% include "footer.html" %}
+</body>
+</html>

update_project_state.sh

@@ -0,0 +1,26 @@
+#!/usr/bin/env bash
+set -euo pipefail
+
+PROJECT_DIR="/home/def/otb_billing"
+STATE_FILE="$PROJECT_DIR/PROJECT_STATE.md"
+
+if [ ! -f "$STATE_FILE" ]; then
+  echo "ERROR: $STATE_FILE not found"
+  exit 1
+fi
+
+VERSION="${1:-}"
+if [ -z "$VERSION" ]; then
+  VERSION="$(grep -m1 '^Version:' "$STATE_FILE" | sed 's/^Version:[[:space:]]*//')"
+fi
+
+TODAY="$(date +%F)"
+
+sed -i \
+  -e "s/^Last Updated: .*/Last Updated: $TODAY/" \
+  -e "s/^Version: .*/Version: $VERSION/" \
+  "$STATE_FILE"
+
+echo "Updated $STATE_FILE"
+echo "Last Updated: $TODAY"
+echo "Version: $VERSION"