Release v0.3.1 - billing, exports, reporting, email audit log

PROJECT_STATE.md

@@ -16,7 +16,7 @@ OTB Billing is a contractor-focused billing system designed to be:
 - deployable on fresh Linux systems
 - suitable for managed hosting or client-installed deployments
 
-The system is being built as a practical alternative to overly restrictive SaaS billing tools, with emphasis on ownership, simplicity, and contractor workflow.
+The system is being built as a practical alternative to restrictive SaaS billing tools, with emphasis on ownership, simplicity, portability, and contractor/operator workflow.
 
 Tagline direction:
 
@@ -86,7 +86,6 @@ This remains a core project rule.
 - invoice lock after payment activity
 - invoice statuses
 - invoice email sending with PDF attachment
-- latest invoice email activity display
 
 Current invoice statuses:
 - draft
@@ -122,7 +121,7 @@ Current payment statuses:
 - PDF invoice generation
 - client details on invoice
 - status badge on invoice
-- totals, paid, remaining display
+- totals / paid / remaining display
 - branding/logo support on HTML and PDF
 
 ## Exports
@@ -131,7 +130,7 @@ Current payment statuses:
 - payments CSV export
 - filtered invoice CSV export
 - filtered invoice PDF ZIP export
-- monthly/quarterly/yearly accounting package ZIP export
+- accounting package ZIP export
 - revenue report JSON export
 
 ## Batch / Print
@@ -185,6 +184,11 @@ app_settings
 - SSL flag
 - report delivery email
 
+## Email Delivery
+- invoice email with PDF attachment
+- revenue report JSON email
+- accounting package email
+
 ## Email Logging
 Stored in:
 email_log
@@ -216,7 +220,6 @@ Confirmed working:
 - invoice view
 - invoice PDF generation
 - invoice email with PDF attachment
-- invoice email log display
 - payment entry
 - payment overpayment prevention
 - payment reversal / void
@@ -233,6 +236,7 @@ Confirmed working:
 - revenue report email
 - accounting package ZIP export
 - accounting package email
+- email audit logging
 
 ---
 
@@ -251,14 +255,14 @@ This file must remain complete so installer-driven deployment works in one shot.
 
 # Business / Product Direction
 
-This system is intended to grow into a deployable billing product for small contractors and related service businesses.
+This system is intended to grow into a deployable billing product for small operators, hosting providers, and service businesses.
 
 Target strengths versus typical SaaS billing tools:
 - simpler workflow
 - data ownership
 - exportability
 - portability
-- contractor-first design
+- operator-first design
 - no hostage-style software design
 
 Long-term success goal:
@@ -286,7 +290,7 @@ build something users are happy to use and proud to own.
 - client portal
 - role-based access
 - accountant/export workflows
-- job-tracking integration with related contractor platform modules
+- integration paths for vertical forks such as HVAC/customer-service variants
 
 ---
 
@@ -324,23 +328,3 @@ python3 backend/app.py
 During active development, run in a visible terminal so logs stay visible.
 
 Do not rely on hidden/background launch during normal debug workflow.
-
-=================================================
-Version: v0.3.1
-Date: 2026-03-09
-=================================================
-
-Release milestone reached.
-
-System now supports:
-- client/service/invoice/payment workflow
-- invoice PDF and email
-- settings/config with branding and SMTP
-- CSV / JSON / ZIP exports
-- batch print
-- revenue reporting
-- accounting package export and email
-
-Deferred to next release:
-- email send logging / audit trail
-

README.md

@@ -47,3 +47,29 @@ Notes
 - Core billing/export/report workflow is now operational.
 - Email logging/audit trail is planned for a future release.
 
+
+## v0.3.1 — 2026-03-10
+
+Milestone release.
+
+Features included
+-----------------
+- Invoice PDF generation
+- Invoice email sending
+- Settings/config system
+- Branding/logo support
+- CSV exports
+- Filtered invoice export
+- Batch PDF ZIP export
+- Batch print
+- Revenue report
+- Revenue JSON export
+- Accounting package ZIP export
+- Email delivery for reports and accounting package
+- Email audit logging
+
+Notes
+-----
+- Core billing/export/report workflow is now operational.
+- Email log table records invoice, revenue report, and accounting package sends.
+

backend/app.py

@@ -300,6 +300,57 @@ def get_report_period_bounds(frequency):
 
     return start_utc, end_utc, label
 
+
+
+def build_accounting_package_bytes():
+    import json
+    import zipfile
+    from io import BytesIO
+
+    report = get_revenue_report_data()
+
+    conn = get_db_connection()
+    cursor = conn.cursor(dictionary=True)
+
+    cursor.execute("""
+        SELECT
+            i.id,
+            i.invoice_number,
+            i.status,
+            i.total_amount,
+            i.amount_paid,
+            i.created_at,
+            c.company_name,
+            c.contact_name
+        FROM invoices i
+        JOIN clients c ON i.client_id = c.id
+        ORDER BY i.created_at DESC
+    """)
+    invoices = cursor.fetchall()
+
+    conn.close()
+
+    payload = {
+        "report": report,
+        "invoices": invoices
+    }
+
+    json_bytes = json.dumps(payload, indent=2, default=str).encode()
+
+    zip_buffer = BytesIO()
+
+    with zipfile.ZipFile(zip_buffer, "w", zipfile.ZIP_DEFLATED) as z:
+        z.writestr("revenue_report.json", json.dumps(report, indent=2))
+        z.writestr("invoices.json", json.dumps(invoices, indent=2, default=str))
+
+    zip_buffer.seek(0)
+
+    filename = f"accounting_package_{report.get('period_label','report')}.zip"
+
+    return zip_buffer.read(), filename
+
+
+
 def get_revenue_report_data():
     settings = get_app_settings()
     frequency = (settings.get("report_frequency") or "monthly").strip().lower()
@@ -470,6 +521,18 @@ def settings():
     return render_template("settings.html", settings=settings)
 
 
+
+
+@app.route("/reports/accounting-package.zip")
+def accounting_package_zip():
+    package_bytes, filename = build_accounting_package_bytes()
+    return send_file(
+        BytesIO(package_bytes),
+        mimetype="application/zip",
+        as_attachment=True,
+        download_name=filename
+    )
+
 @app.route("/reports/revenue")
 def revenue_report():
     report = get_revenue_report_data()
@@ -579,8 +642,7 @@ def email_revenue_report_json():
             recipient,
             subject,
             body,
-            email_type="invoice",
-            invoice_id=invoice_id,
+            email_type="revenue_report",
             attachments=[{
                 "filename": "revenue_report.json",
                 "mime_type": "application/json",
@@ -612,8 +674,7 @@ def email_accounting_package():
             recipient,
             subject,
             body,
-            email_type="invoice",
-            invoice_id=invoice_id,
+            email_type="accounting_package",
             attachments=[{
                 "filename": "accounting_package.zip",
                 "mime_type": "application/zip",