From 275f44228c11f3dab319d3e22defb590e3d4b187 Mon Sep 17 00:00:00 2001
From: def <def@dkc-hvac.com>
Date: Sun, 8 Mar 2026 20:40:54 +0000
Subject: [PATCH] Add color-coded client ledger links and edit-page ledger
 shortcut

---
 VERSION                     | 2 +-
 backend/app.py              | 7 +++++++
 templates/clients/edit.html | 6 ++++++
 templates/clients/list.html | 5 ++++-
 4 files changed, 18 insertions(+), 2 deletions(-)

diff --git a/VERSION b/VERSION
index 0ea3a94..0c62199 100644
--- a/VERSION
+++ b/VERSION
@@ -1 +1 @@
-0.2.0
+0.2.1
diff --git a/backend/app.py b/backend/app.py
index 81c200a..fb4d762 100644
--- a/backend/app.py
+++ b/backend/app.py
@@ -202,6 +202,10 @@ def clients():
     cursor.execute("SELECT * FROM clients ORDER BY id DESC")
     clients = cursor.fetchall()
     conn.close()
+
+    for client in clients:
+        client["credit_balance"] = get_client_credit_balance(client["id"])
+
     return render_template("clients/list.html", clients=clients)
 
 @app.route("/clients/new", methods=["GET", "POST"])
@@ -259,6 +263,7 @@ def edit_client(client_id):
         if errors:
             cursor.execute("SELECT * FROM clients WHERE id = %s", (client_id,))
             client = cursor.fetchone()
+            client["credit_balance"] = get_client_credit_balance(client_id)
             conn.close()
             return render_template("clients/edit.html", client=client, errors=errors)
 
@@ -292,6 +297,8 @@ def edit_client(client_id):
     if not client:
         return "Client not found", 404
 
+    client["credit_balance"] = get_client_credit_balance(client_id)
+
     return render_template("clients/edit.html", client=client, errors=[])
 
 @app.route("/credits/<int:client_id>")
diff --git a/templates/clients/edit.html b/templates/clients/edit.html
index 1f7a39e..f3cb1ab 100644
--- a/templates/clients/edit.html
+++ b/templates/clients/edit.html
@@ -10,6 +10,12 @@
 
 <p><a href="/">Home</a></p>
 <p><a href="/clients">Back to Clients</a></p>
+<p>
+<a href="/credits/{{ client.id }}"
+   style="{% if client.credit_balance > 0 %}color: green;{% elif client.credit_balance < 0 %}color: red;{% else %}color: blue;{% endif %}">
+   Ledger ({{ client.credit_balance|money('CAD') }})
+</a>
+</p>
 
 {% if errors %}
 <div style="border:1px solid red; padding:10px; margin-bottom:15px;">
diff --git a/templates/clients/list.html b/templates/clients/list.html
index 6a09262..80f144e 100644
--- a/templates/clients/list.html
+++ b/templates/clients/list.html
@@ -34,7 +34,10 @@
 <td>{{ c.status }}</td>
 <td>
     <a href="/clients/edit/{{ c.id }}">Edit</a> |
-    <a href="/credits/{{ c.id }}">Ledger</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 %}