bump v0.6.1 - add service templates system

PROJECT_STATE.md

@@ -1,3 +1,15 @@
+## v0.6.1 - Service Templates Phase 1
+
+- Added service_templates table
+- Implemented admin CRUD routes in app.py
+- Added templates UI pages
+- Integrated template selection into services/new and services/edit
+- Auto-fill JS implemented for template selection
+
+Status: FUNCTIONAL
+Next: link templates to services + invoice integration
+
+---
 # Project State Update - v0.6.0
 Updated: 2026-04-11 01:49:22 UTC
 

README.md

@@ -1,3 +1,16 @@
+## v0.6.1 - 2026-04-18
+
+### Added
+- Service Templates system (standalone pricing catalog)
+- Admin UI for managing reusable service pricing
+- Template selector on service create/edit pages (auto-fill fields)
+
+### Notes
+- Templates are not yet linked to services via template_id (planned)
+- Setup amount stored in templates for future invoice integration
+- Maintains compatibility with existing services table
+
+---
 ## v0.6.0 - 2026-04-11 01:49:22
 
 ### Highlights

VERSION

@@ -1 +1 @@
-v0.6.0
+v0.6.1

backend/app.py

@@ -12,6 +12,7 @@ from pathlib import Path
 from email.message import EmailMessage
 from dateutil.relativedelta import relativedelta
 from routes.portal_services import portal_services_bp
+from routes.portal_service_launch import portal_service_launch_bp
 
 from io import BytesIO, StringIO
 import csv
@@ -42,6 +43,7 @@ app = Flask(
     static_folder="../static",
 )
 app.register_blueprint(portal_services_bp)
+app.register_blueprint(portal_service_launch_bp)
 app.config["OTB_HEALTH_DB_CONNECTOR"] = get_db_connection
 
 TERMS_VERSION = "v1.0"
@@ -2774,8 +2776,15 @@ def new_service():
 
     cursor.execute("SELECT id, client_code, company_name FROM clients ORDER BY company_name ASC")
     clients = cursor.fetchall()
+    cursor.execute("""
+        SELECT id, template_name, service_type, billing_cycle, currency_code, recurring_amount, setup_amount, description
+        FROM service_templates
+        WHERE is_active = 1
+        ORDER BY template_name ASC
+    """)
+    templates = cursor.fetchall()
     conn.close()
-    return render_template("services/new.html", clients=clients)
+    return render_template("services/new.html", clients=clients, templates=templates)
 
 @app.route("/services/edit/<int:service_id>", methods=["GET", "POST"])
 def edit_service(service_id):
@@ -2832,9 +2841,16 @@ def edit_service(service_id):
 
             cursor.execute("SELECT id, client_code, company_name FROM clients ORDER BY company_name ASC")
             clients = cursor.fetchall()
+            cursor.execute("""
+                SELECT id, template_name, service_type, billing_cycle, currency_code, recurring_amount, setup_amount, description
+                FROM service_templates
+                WHERE is_active = 1
+                ORDER BY template_name ASC
+            """)
+            templates = cursor.fetchall()
 
             conn.close()
-            return render_template("services/edit.html", service=service, clients=clients, errors=errors)
+            return render_template("services/edit.html", service=service, clients=clients, templates=templates, errors=errors)
 
         update_cursor = conn.cursor()
         update_cursor.execute("""
@@ -2875,13 +2891,204 @@ def edit_service(service_id):
 
     cursor.execute("SELECT id, client_code, company_name FROM clients ORDER BY company_name ASC")
     clients = cursor.fetchall()
+    cursor.execute("""
+        SELECT id, template_name, service_type, billing_cycle, currency_code, recurring_amount, setup_amount, description
+        FROM service_templates
+        WHERE is_active = 1
+        ORDER BY template_name ASC
+    """)
+    templates = cursor.fetchall()
     conn.close()
 
     if not service:
         return "Service not found", 404
 
-    return render_template("services/edit.html", service=service, clients=clients, errors=[])
+    return render_template("services/edit.html", service=service, clients=clients, templates=templates, errors=[])
+
+
+@app.route("/service-templates")
+def service_templates():
+    gate = admin_required()
+    if gate:
+        return gate
+
+    conn = get_db_connection()
+    cursor = conn.cursor(dictionary=True)
+    cursor.execute("""
+        SELECT *
+        FROM service_templates
+        ORDER BY id DESC
+    """)
+    templates = cursor.fetchall()
+    conn.close()
+
+    return render_template("service_templates/list.html", templates=templates)
+
+
+@app.route("/service-templates/new", methods=["GET", "POST"])
+def new_service_template():
+    gate = admin_required()
+    if gate:
+        return gate
+
+    conn = get_db_connection()
+    cursor = conn.cursor(dictionary=True)
+
+    errors = []
+
+    if request.method == "POST":
+        template_name = request.form.get("template_name", "").strip()
+        service_type = request.form.get("service_type", "").strip()
+        billing_cycle = request.form.get("billing_cycle", "").strip()
+        currency_code = request.form.get("currency_code", "").strip()
+        recurring_amount = request.form.get("recurring_amount", "").strip()
+        setup_amount = request.form.get("setup_amount", "").strip()
+        description = request.form.get("description", "").strip()
+        is_active = 1 if request.form.get("is_active") == "1" else 0
+
+        if not template_name:
+            errors.append("Template name is required.")
+        if not service_type:
+            errors.append("Service type is required.")
+        if not billing_cycle:
+            errors.append("Billing cycle is required.")
+        if not currency_code:
+            errors.append("Currency code is required.")
+        if recurring_amount == "":
+            errors.append("Recurring amount is required.")
+        if setup_amount == "":
+            errors.append("Setup amount is required.")
+
+        if not errors:
+            try:
+                recurring_amount_value = float(recurring_amount)
+                setup_amount_value = float(setup_amount)
+                if recurring_amount_value < 0:
+                    errors.append("Recurring amount cannot be negative.")
+                if setup_amount_value < 0:
+                    errors.append("Setup amount cannot be negative.")
+            except ValueError:
+                errors.append("Amounts must be valid numbers.")
+
+        if not errors:
+            insert_cursor = conn.cursor()
+            insert_cursor.execute("""
+                INSERT INTO service_templates
+                (
+                    template_name,
+                    service_type,
+                    billing_cycle,
+                    currency_code,
+                    recurring_amount,
+                    setup_amount,
+                    description,
+                    is_active
+                )
+                VALUES (%s, %s, %s, %s, %s, %s, %s, %s)
+            """, (
+                template_name,
+                service_type,
+                billing_cycle,
+                currency_code,
+                recurring_amount,
+                setup_amount,
+                description or None,
+                is_active
+            ))
+            conn.commit()
+            conn.close()
+            return redirect("/service-templates")
+
+    conn.close()
+    return render_template("service_templates/new.html", errors=errors)
+
+
+@app.route("/service-templates/edit/<int:template_id>", methods=["GET", "POST"])
+def edit_service_template(template_id):
+    gate = admin_required()
+    if gate:
+        return gate
+
+    conn = get_db_connection()
+    cursor = conn.cursor(dictionary=True)
+
+    if request.method == "POST":
+        template_name = request.form.get("template_name", "").strip()
+        service_type = request.form.get("service_type", "").strip()
+        billing_cycle = request.form.get("billing_cycle", "").strip()
+        currency_code = request.form.get("currency_code", "").strip()
+        recurring_amount = request.form.get("recurring_amount", "").strip()
+        setup_amount = request.form.get("setup_amount", "").strip()
+        description = request.form.get("description", "").strip()
+        is_active = 1 if request.form.get("is_active") == "1" else 0
+
+        errors = []
+
+        if not template_name:
+            errors.append("Template name is required.")
+        if not service_type:
+            errors.append("Service type is required.")
+        if not billing_cycle:
+            errors.append("Billing cycle is required.")
+        if not currency_code:
+            errors.append("Currency code is required.")
+        if recurring_amount == "":
+            errors.append("Recurring amount is required.")
+        if setup_amount == "":
+            errors.append("Setup amount is required.")
+
+        if not errors:
+            try:
+                recurring_amount_value = float(recurring_amount)
+                setup_amount_value = float(setup_amount)
+                if recurring_amount_value < 0:
+                    errors.append("Recurring amount cannot be negative.")
+                if setup_amount_value < 0:
+                    errors.append("Setup amount cannot be negative.")
+            except ValueError:
+                errors.append("Amounts must be valid numbers.")
+
+        if errors:
+            cursor.execute("SELECT * FROM service_templates WHERE id = %s", (template_id,))
+            template = cursor.fetchone()
+            conn.close()
+            return render_template("service_templates/edit.html", template=template, errors=errors)
+
+        update_cursor = conn.cursor()
+        update_cursor.execute("""
+            UPDATE service_templates
+            SET template_name = %s,
+                service_type = %s,
+                billing_cycle = %s,
+                currency_code = %s,
+                recurring_amount = %s,
+                setup_amount = %s,
+                description = %s,
+                is_active = %s
+            WHERE id = %s
+        """, (
+            template_name,
+            service_type,
+            billing_cycle,
+            currency_code,
+            recurring_amount,
+            setup_amount,
+            description or None,
+            is_active,
+            template_id
+        ))
+        conn.commit()
+        conn.close()
+        return redirect("/service-templates")
+
+    cursor.execute("SELECT * FROM service_templates WHERE id = %s", (template_id,))
+    template = cursor.fetchone()
+    conn.close()
+
+    if not template:
+        return "Service template not found", 404
 
+    return render_template("service_templates/edit.html", template=template, errors=[])
 
 
 

backend/routes/portal_service_launch.py

@@ -0,0 +1,57 @@
+import os
+import json
+import time
+import uuid
+import hmac
+import base64
+import hashlib
+from urllib.parse import quote
+
+from flask import Blueprint, session, redirect, url_for, flash
+
+portal_service_launch_bp = Blueprint("portal_service_launch", __name__)
+
+def _b64url_encode(data: bytes) -> str:
+    return base64.urlsafe_b64encode(data).rstrip(b"=").decode("utf-8")
+
+def _sign_payload(payload: dict, secret: str) -> str:
+    payload_json = json.dumps(payload, separators=(",", ":"), sort_keys=True).encode("utf-8")
+    payload_b64 = _b64url_encode(payload_json)
+    sig = hmac.new(secret.encode("utf-8"), payload_b64.encode("utf-8"), hashlib.sha256).digest()
+    sig_b64 = _b64url_encode(sig)
+    return f"{payload_b64}.{sig_b64}"
+
+@portal_service_launch_bp.route("/portal/services/follow-me-launch")
+def portal_follow_me_launch():
+    portal_client_id = session.get("portal_client_id")
+    portal_email = session.get("portal_email")
+
+    if not portal_client_id or not portal_email:
+        flash("Please sign in to launch Follow-me.", "warning")
+        return redirect(url_for("portal_login"))
+
+    secret = os.getenv("FMV2_HANDOFF_SECRET", "").strip()
+    base_url = os.getenv("FMV2_BASE_URL", "https://follow-me.outsidethebox.top").strip().rstrip("/")
+    ttl_seconds = int(os.getenv("FMV2_HANDOFF_TTL_SECONDS", "300"))
+
+    if not secret:
+        flash("Follow-me launch is not configured. Missing FMV2_HANDOFF_SECRET.", "danger")
+        return redirect(url_for("portal_services.portal_services_home"))
+
+    now = int(time.time())
+    payload = {
+        "iss": "otb-billing",
+        "aud": "fmv2",
+        "jti": str(uuid.uuid4()),
+        "iat": now,
+        "exp": now + ttl_seconds,
+        "portal_client_id": int(portal_client_id),
+        "portal_email": portal_email,
+        "portal_contact_name": session.get("portal_contact_name", ""),
+        "portal_company_name": session.get("portal_company_name", ""),
+        "return_to": "/dashboard",
+    }
+
+    token = _sign_payload(payload, secret)
+    target = f"{base_url}/auth/portal-handoff?token={quote(token)}"
+    return redirect(target)

logs/crypto_reconciliation_worker.log

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+[2026-04-16T07:12:40.337260+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-16T07:27:40.757140+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-16T07:43:30.318422+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-16T07:58:40.343998+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-16T08:14:40.323222+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-16T08:29:40.795881+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-16T08:45:40.321295+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-16T09:00:40.477596+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-16T09:16:04.327347+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-16T09:31:30.039179+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-16T09:46:40.085981+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-16T10:02:40.078941+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-16T10:17:40.629778+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-16T10:33:40.298899+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-16T10:48:40.482877+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-16T11:04:30.077799+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-16T11:19:40.181971+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-16T11:34:40.433806+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-16T11:50:40.183245+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-16T12:06:40.162793+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-16T12:21:40.683272+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-16T12:37:31.142792+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-16T12:52:41.439136+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-16T13:08:40.019640+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-16T13:24:40.211334+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-16T13:39:40.552158+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-16T13:55:30.046046+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-16T14:10:40.078872+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-16T14:26:40.106177+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-16T14:42:40.106651+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-16T14:58:30.193991+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-16T15:13:40.081950+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-16T15:28:40.537708+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-16T15:44:40.027718+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-16T15:59:40.613297+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-16T16:15:40.041673+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-16T16:30:40.645807+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-16T16:46:16.444296+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-16T17:01:30.154170+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-16T17:16:40.026347+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-16T17:32:40.048222+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-16T17:48:40.198617+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-16T18:03:40.562926+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-16T18:19:30.163839+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-16T18:34:40.175649+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-16T18:50:40.048942+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-16T19:06:40.101085+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-16T19:21:40.605054+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-16T19:37:30.185144+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-16T19:52:42.234639+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-16T20:08:40.185105+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-16T20:23:41.537646+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-16T20:39:40.154305+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-16T20:54:40.544021+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-16T21:10:30.179139+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-16T21:25:40.183454+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-16T21:40:40.533922+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-16T21:56:40.248117+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-16T22:12:40.129323+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-16T22:28:30.187039+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-16T22:43:40.118537+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-16T22:58:40.568764+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-16T23:14:02.515764+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-16T23:29:40.124931+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-16T23:44:40.554848+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T00:00:16.661776+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T00:15:40.075457+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T00:30:40.624456+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T00:46:30.203746+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T01:01:40.187141+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T01:16:40.545189+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T01:32:40.177048+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T01:47:40.627561+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T02:03:40.194047+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T02:18:40.559143+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T02:34:12.128162+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T02:49:30.774712+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T03:04:40.282699+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T03:20:40.304075+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T03:36:40.106180+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T03:52:19.006682+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T04:00:16.380527+00:00] crypto reconciliation complete mode=daily scanned=13 resolved=0 flagged=0
+[2026-04-17T04:07:30.122713+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T04:22:40.065421+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T04:38:40.073477+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T04:54:40.111120+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T05:10:30.021762+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T05:25:40.069102+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T05:40:40.481276+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T05:56:40.223278+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T06:11:40.468922+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T06:27:40.078534+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T06:42:40.535859+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T06:58:30.122045+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T07:13:40.199346+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T07:28:40.540270+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T07:44:40.097781+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T08:00:40.150693+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T08:16:04.863391+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T08:31:30.173016+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T08:46:40.203737+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T09:02:30.983235+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T09:17:40.138825+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T09:32:40.655583+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T09:48:41.117605+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T10:03:40.629448+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T10:19:30.104491+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T10:34:41.084177+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T10:50:40.120053+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T11:06:41.644493+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T11:22:30.171427+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T11:37:40.343789+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T11:52:40.549893+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T12:08:40.129540+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T12:24:40.167578+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T12:40:30.136398+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T12:55:40.099260+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T13:10:40.640777+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T13:26:40.150723+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T13:42:40.790928+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T13:58:30.403132+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T14:13:41.084522+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T14:28:40.513331+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T14:44:40.128032+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T15:00:40.198992+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T15:16:04.885444+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T15:31:30.084090+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T15:46:40.200551+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T16:01:40.606746+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T16:17:40.099968+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T16:32:41.253624+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T16:48:40.185046+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T17:04:30.142643+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T17:19:40.173649+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T17:34:40.474625+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T17:50:40.159707+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T18:06:40.022551+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T18:22:30.165062+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T18:37:40.048612+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T18:52:40.503816+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T19:08:40.143531+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T19:24:40.089949+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T19:40:30.244522+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T19:55:40.170838+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T20:10:40.599761+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T20:26:40.151328+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T20:42:40.038579+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T20:58:30.194446+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T21:13:40.050821+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T21:28:41.083581+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T21:44:40.630331+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T21:59:40.903358+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T22:15:40.219106+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T22:30:40.924894+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T22:46:30.397096+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T23:01:40.507226+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T23:16:40.901377+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T23:32:40.491545+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-17T23:48:40.339345+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-18T00:03:43.119979+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-18T00:18:50.218164+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-18T00:34:30.348400+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-18T00:49:40.481461+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-18T01:04:41.085178+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-18T01:19:51.265124+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0
+[2026-04-18T01:35:40.601272+00:00] crypto reconciliation complete mode=interval scanned=13 resolved=0 flagged=0

logs/invoice_reminder_worker.log

@@ -89,3 +89,17 @@ TypeError: 'NoneType' object is not subscriptable
 [2026-04-09T09:00:14.906306] checked=0 reminders_sent=0 overdue_sent=0 skipped=0
 [2026-04-10T09:00:14.318241] invoice_reminder_worker starting
 [2026-04-10T09:00:14.322748] checked=0 reminders_sent=0 overdue_sent=0 skipped=0
+[2026-04-11T09:00:14.565546] invoice_reminder_worker starting
+[2026-04-11T09:00:14.570056] checked=0 reminders_sent=0 overdue_sent=0 skipped=0
+[2026-04-12T09:00:14.474926] invoice_reminder_worker starting
+[2026-04-12T09:00:14.479514] checked=0 reminders_sent=0 overdue_sent=0 skipped=0
+[2026-04-13T09:00:14.394240] invoice_reminder_worker starting
+[2026-04-13T09:00:14.398664] checked=0 reminders_sent=0 overdue_sent=0 skipped=0
+[2026-04-14T09:00:14.661985] invoice_reminder_worker starting
+[2026-04-14T09:00:14.666496] checked=0 reminders_sent=0 overdue_sent=0 skipped=0
+[2026-04-15T09:00:14.627345] invoice_reminder_worker starting
+[2026-04-15T09:00:14.631650] checked=0 reminders_sent=0 overdue_sent=0 skipped=0
+[2026-04-16T09:00:14.632830] invoice_reminder_worker starting
+[2026-04-16T09:00:14.638602] checked=0 reminders_sent=0 overdue_sent=0 skipped=0
+[2026-04-17T09:00:14.603365] invoice_reminder_worker starting
+[2026-04-17T09:00:14.607816] checked=0 reminders_sent=0 overdue_sent=0 skipped=0

patch1.sh

@@ -1,57 +1,70 @@
 cd /home/def/otb_billing || exit 1
-set -e
 
-STAMP="$(date +%Y%m%d-%H%M%S)"
+STAMP=$(date +%Y%m%d-%H%M%S)
+NEWVER="v0.6.1"
 
-cp templates/includes/otb_statusbar.html "templates/includes/otb_statusbar.html.bak.${STAMP}" 2>/dev/null || true
+echo "===== backup full project ====="
-cp templates/portal_login.html "templates/portal_login.html.bak.footer.${STAMP}"
+mkdir -p /home/def/backuphere
-cp templates/portal_dashboard.html "templates/portal_dashboard.html.bak.footer.${STAMP}" 2>/dev/null || true
+cd /home/def
-cp templates/portal_set_password.html "templates/portal_set_password.html.bak.footer.${STAMP}" 2>/dev/null || true
+tar -czf /home/def/backuphere/otb_billing-${NEWVER}-${STAMP}.tar.gz otb_billing
-cp templates/portal_terms.html "templates/portal_terms.html.bak.footer.${STAMP}" 2>/dev/null || true
-cp templates/portal_invoice_detail.html "templates/portal_invoice_detail.html.bak.footer.${STAMP}" 2>/dev/null || true
-cp templates/portal_forgot_password.html "templates/portal_forgot_password.html.bak.footer.${STAMP}" 2>/dev/null || true
 
-cat > templates/includes/otb_footer.html <<'EOF'
+echo "===== update VERSION ====="
-{% include "includes/otb_statusbar.html" %}
+cd /home/def/otb_billing || exit 1
-<script src="/static/brand.js" defer></script>
+echo "${NEWVER}" > VERSION
+
+echo "===== update README.md ====="
+cp README.md /home/def/backuphere/README.md.${STAMP}.bak
+
+cat > /tmp/readme_entry.txt <<EOF
+## ${NEWVER} - $(date +%Y-%m-%d)
+
+### Added
+- Service Templates system (standalone pricing catalog)
+- Admin UI for managing reusable service pricing
+- Template selector on service create/edit pages (auto-fill fields)
+
+### Notes
+- Templates are not yet linked to services via template_id (planned)
+- Setup amount stored in templates for future invoice integration
+- Maintains compatibility with existing services table
+
+---
 EOF
 
-python3 <<'PY'
+cat /tmp/readme_entry.txt README.md > README.md.new
-from pathlib import Path
+mv README.md.new README.md
-import re
+
-
+echo "===== update PROJECT_STATE.md ====="
-files = [
+cp PROJECT_STATE.md /home/def/backuphere/PROJECT_STATE.md.${STAMP}.bak
-    Path("templates/portal_login.html"),
+
-    Path("templates/portal_dashboard.html"),
+cat > /tmp/state_entry.txt <<EOF
-    Path("templates/portal_set_password.html"),
+## ${NEWVER} - Service Templates Phase 1
-    Path("templates/portal_terms.html"),
+
-    Path("templates/portal_invoice_detail.html"),
+- Added service_templates table
-    Path("templates/portal_forgot_password.html"),
+- Implemented admin CRUD routes in app.py
-]
+- Added templates UI pages
-
+- Integrated template selection into services/new and services/edit
-for p in files:
+- Auto-fill JS implemented for template selection
-    if not p.exists():
+
-        continue
+Status: FUNCTIONAL
-    text = p.read_text()
+Next: link templates to services + invoice integration
-
+
-    text = re.sub(
+---
-        r'\{\%\s*include\s+"includes/otb_statusbar\.html"\s*\%\}\s*<script src="/static/brand\.js" defer></script>',
+EOF
-        '{% include "includes/otb_footer.html" %}',
+
-        text,
+cat /tmp/state_entry.txt PROJECT_STATE.md > PROJECT_STATE.md.new
-        count=1,
+mv PROJECT_STATE.md.new PROJECT_STATE.md
-        flags=re.S
+
-    )
+echo "===== git status ====="
-
+git status
-    text = re.sub(
+
-        r'\{\%\s*include\s+"includes/otb_statusbar\.html"\s*\%\}',
+echo "===== commit ====="
-        '{% include "includes/otb_footer.html" %}',
+git add .
-        text,
+git commit -m "bump ${NEWVER} - add service templates system"
-        count=1,
+
-        flags=re.S
+echo "===== push ====="
-    )
+git push
-
+
-    p.write_text(text)
+echo "===== done ====="
-    print(f"updated: {p}")
+echo "Backup saved at:"
-PY
+ls -lh /home/def/backuphere/otb_billing-${NEWVER}-${STAMP}.tar.gz
-
-sudo systemctl restart otb_billing

patch2.sh

@@ -1,102 +0,0 @@
-cd /home/def/otb_billing || exit 1
-set -e
-
-STAMP="$(date +%Y%m%d-%H%M%S)"
-
-echo "===== backups ====="
-cp templates/includes/site_nav.html "templates/includes/site_nav.html.bak.${STAMP}"
-cp templates/includes/otb_statusbar.html "templates/includes/otb_statusbar.html.bak.${STAMP}" 2>/dev/null || true
-cp templates/portal_login.html "templates/portal_login.html.bak.${STAMP}"
-cp templates/portal_dashboard.html "templates/portal_dashboard.html.bak.${STAMP}" 2>/dev/null || true
-cp templates/portal_set_password.html "templates/portal_set_password.html.bak.${STAMP}" 2>/dev/null || true
-cp templates/portal_terms.html "templates/portal_terms.html.bak.${STAMP}" 2>/dev/null || true
-cp templates/portal_invoice_detail.html "templates/portal_invoice_detail.html.bak.${STAMP}" 2>/dev/null || true
-cp templates/portal_forgot_password.html "templates/portal_forgot_password.html.bak.${STAMP}" 2>/dev/null || true
-cp static/css/style.css "static/css/style.css.bak.${STAMP}" 2>/dev/null || true
-cp static/brand.js "static/brand.js.bak.${STAMP}" 2>/dev/null || true
-
-echo "===== sync shared nav/footer assets from mintme-backed shared brand ====="
-cp /opt/otb/otb-shared-brand/fragments/header.html templates/includes/site_nav.html
-
-cat > templates/includes/otb_footer.html <<'EOF'
-<div class="otb-statusbar">
-  <div class="otb-statusbar-inner">
-    <strong>All billing is calculated in 🇨🇦 CAD</strong>
-    <span class="otb-dot"></span>
-    <span>Crypto conversions use the <a href="https://monitor.outsidethebox.top" target="_blank" rel="noopener noreferrer">OTB Oracle</a></span>
-    <span class="otb-dot"></span>
-    <span>
-      Methods:
-      <strong>Credit Card</strong> <span style="opacity:0.7;">(via Square)</span>,
-      <strong>e-Transfer</strong>,
-      and <strong>enabled crypto assets</strong>
-    </span>
-  </div>
-</div>
-<script src="/static/brand.js" defer></script>
-EOF
-
-echo "===== sync shared css/js ====="
-cp /var/www/outsidethebox.top/assets/brand.js static/brand.js
-
-python3 <<'PY'
-from pathlib import Path
-src = Path("/var/www/outsidethebox.top/assets/style.css")
-dst = Path("/home/def/otb_billing/static/css/style.css")
-text = src.read_text()
-
-# keep the portal's own css file as the shared base for now
-dst.write_text(text)
-print("synced style.css from shared public shell")
-PY
-
-echo "===== replace portal footer/statusbar blocks with shared footer include ====="
-python3 <<'PY'
-from pathlib import Path
-import re
-
-files = [
-    Path("templates/portal_login.html"),
-    Path("templates/portal_dashboard.html"),
-    Path("templates/portal_set_password.html"),
-    Path("templates/portal_terms.html"),
-    Path("templates/portal_invoice_detail.html"),
-    Path("templates/portal_forgot_password.html"),
-]
-
-for p in files:
-    if not p.exists():
-        continue
-    text = p.read_text()
-
-    text = re.sub(
-        r'<div class="otb-statusbar">.*?</div>\s*</div>\s*<script src="/static/brand\.js" defer></script>',
-        '{% include "includes/otb_footer.html" %}',
-        text,
-        count=1,
-        flags=re.S
-    )
-
-    text = re.sub(
-        r'\{\%\s*include\s+"includes/otb_statusbar\.html"\s*\%\}\s*<script src="/static/brand\.js" defer></script>',
-        '{% include "includes/otb_footer.html" %}',
-        text,
-        count=1,
-        flags=re.S
-    )
-
-    text = re.sub(
-        r'\{\%\s*include\s+"includes/otb_statusbar\.html"\s*\%\}',
-        '{% include "includes/otb_footer.html" %}',
-        text,
-        count=1,
-        flags=re.S
-    )
-
-    p.write_text(text)
-    print(f"updated: {p}")
-PY
-
-sudo systemctl restart otb_billing
-
-echo "===== done ====="

patch3.sh

@@ -1,174 +0,0 @@
-cd /opt/otb_tracker || exit 1
-cat > /tmp/otb_tracker_shared_brand_patch.sh <<'EOF'
-#!/usr/bin/env bash
-set -euo pipefail
-
-APP_ROOT="/opt/otb_tracker"
-SHARED_ROOT="/opt/otb/otb-shared-brand"
-STAMP="$(date +%Y%m%d-%H%M%S)"
-
-cd "$APP_ROOT" || exit 1
-
-echo "===== detect template/static roots ====="
-TPL_ROOT=""
-STATIC_ROOT=""
-
-if [ -d "$APP_ROOT/templates" ]; then
-  TPL_ROOT="$APP_ROOT/templates"
-elif [ -d "$APP_ROOT/backend/templates" ]; then
-  TPL_ROOT="$APP_ROOT/backend/templates"
-else
-  echo "ERROR: no templates dir found"
-  exit 1
-fi
-
-if [ -d "$APP_ROOT/static" ]; then
-  STATIC_ROOT="$APP_ROOT/static"
-elif [ -d "$APP_ROOT/backend/static" ]; then
-  STATIC_ROOT="$APP_ROOT/backend/static"
-else
-  echo "ERROR: no static dir found"
-  exit 1
-fi
-
-echo "Templates: $TPL_ROOT"
-echo "Static:    $STATIC_ROOT"
-
-echo "===== ensure shared brand exists and is current ====="
-cd "$SHARED_ROOT" || exit 1
-git pull origin main
-cd "$APP_ROOT" || exit 1
-
-echo "===== backup ====="
-mkdir -p "$APP_ROOT/backups/shared-brand-$STAMP"
-cp -a "$TPL_ROOT" "$APP_ROOT/backups/shared-brand-$STAMP/templates"
-cp -a "$STATIC_ROOT" "$APP_ROOT/backups/shared-brand-$STAMP/static"
-
-echo "===== create includes dir ====="
-mkdir -p "$TPL_ROOT/includes"
-mkdir -p "$STATIC_ROOT/css"
-
-echo "===== sync shared assets ====="
-cp "$SHARED_ROOT/brand.css" "$STATIC_ROOT/css/brand.css"
-cp "$SHARED_ROOT/brand.js" "$STATIC_ROOT/brand.js"
-
-echo "===== sync shared header include ====="
-cp "$SHARED_ROOT/fragments/header.html" "$TPL_ROOT/includes/site_nav.html"
-
-echo "===== write canonical shared footer includes ====="
-cat > "$TPL_ROOT/includes/otb_statusbar.html" <<'EOT'
-<div class="otb-statusbar">
-  <div class="otb-statusbar-inner">
-    <strong>All billing is calculated in 🇨🇦 CAD</strong>
-    <span class="otb-dot"></span>
-    <span>Crypto conversions use the <a href="https://monitor.outsidethebox.top" target="_blank" rel="noopener noreferrer">OTB Oracle</a></span>
-    <span class="otb-dot"></span>
-    <span>
-      Methods:
-      <strong>Credit Card</strong> <span style="opacity:0.7;">(via Square)</span>,
-      <strong>e-Transfer</strong>,
-      and <strong>enabled crypto assets</strong>
-    </span>
-  </div>
-</div>
-EOT
-
-cat > "$TPL_ROOT/includes/otb_footer.html" <<'EOT'
-{% include "includes/otb_statusbar.html" %}
-<script src="/static/brand.js" defer></script>
-EOT
-
-echo "===== patch html templates ====="
-python3 <<PY
-from pathlib import Path
-import re
-
-tpl_root = Path("$TPL_ROOT")
-html_files = list(tpl_root.rglob("*.html"))
-
-for p in html_files:
-    if "includes" in p.parts:
-        continue
-
-    text = p.read_text(encoding="utf-8")
-
-    # add shared brand.css after local style.css if missing
-    text = re.sub(
-        r'(<link rel="stylesheet" href="/static/css/style\.css"\s*/?>)',
-        r'\\1\n  <link rel="stylesheet" href="/static/css/brand.css?v=0.3.6" />',
-        text,
-        count=1
-    )
-    text = re.sub(
-        r'(<link rel="stylesheet" href="/static/css/style\.css"\s*>)',
-        r'\\1\n  <link rel="stylesheet" href="/static/css/brand.css?v=0.3.6" />',
-        text,
-        count=1
-    )
-
-    # normalize brand css/js cache versions
-    text = text.replace('/static/css/brand.css?v=0.3.5', '/static/css/brand.css?v=0.3.6')
-    text = text.replace('/static/css/brand.css?v=0.3.6?v=0.3.6', '/static/css/brand.css?v=0.3.6')
-    text = text.replace('/static/brand.js?v=0.3.5', '/static/brand.js?v=0.3.6')
-    text = text.replace('/static/brand.js?v=0.3.6?v=0.3.6', '/static/brand.js?v=0.3.6')
-
-    # replace inline shared header block if present
-    text = re.sub(
-        r'<header class="site-header">.*?</header>',
-        '{% include "includes/site_nav.html" %}',
-        text,
-        count=1,
-        flags=re.S
-    )
-
-    # replace older nav block if present
-    text = re.sub(
-        r'<div class="container">\s*<div class="nav">.*?</div>\s*',
-        '{% include "includes/site_nav.html" %}\n',
-        text,
-        count=1,
-        flags=re.S
-    )
-
-    # if no shared nav include and no obvious header/nav remains, insert after <body>
-    if '{% include "includes/site_nav.html" %}' not in text:
-        if '<body>' in text:
-            text = text.replace('<body>', '<body>\n  {% include "includes/site_nav.html" %}', 1)
-
-    # replace inline statusbar/footer block with shared footer include
-    text = re.sub(
-        r'<div class="otb-statusbar">.*?</div>\s*</div>\s*(<script src="/static/brand\.js".*?</script>)?',
-        '{% include "includes/otb_footer.html" %}',
-        text,
-        count=1,
-        flags=re.S
-    )
-
-    # if brand.js still directly included, remove it because footer include owns it
-    text = re.sub(
-        r'\s*<script src="/static/brand\.js(?:\?v=[^"]*)?" defer></script>\s*',
-        '\n',
-        text,
-        flags=re.S
-    )
-
-    # if footer include absent, append before </body>
-    if '{% include "includes/otb_footer.html" %}' not in text:
-        text = text.replace('</body>', '  {% include "includes/otb_footer.html" %}\n</body>', 1)
-
-    p.write_text(text, encoding="utf-8")
-    print(f"patched: {p}")
-PY
-
-echo "===== restart service ====="
-sudo systemctl restart otb-tracker.service
-
-echo "===== verify ====="
-grep -Rni 'includes/site_nav.html\|includes/otb_footer.html\|/static/css/brand.css\|video.outsidethebox.top' "$TPL_ROOT" | sed -n '1,200p'
-ls -l "$STATIC_ROOT/css/brand.css" "$STATIC_ROOT/brand.js"
-
-echo "===== done ====="
-EOF
-
-chmod +x /tmp/otb_tracker_shared_brand_patch.sh
-/tmp/otb_tracker_shared_brand_patch.sh

patch4.sh

@@ -1,143 +0,0 @@
-cd /home/def/otb_billing || exit 1
-
-cp templates/portal/services_here.html templates/portal/services_here.html.bak.$(date +%Y%m%d-%H%M%S)
-
-cat > templates/portal/services_here.html <<'EOF'
-<!DOCTYPE html>
-<html lang="en">
-<head>
-  <meta charset="UTF-8">
-  <meta name="viewport" content="width=device-width, initial-scale=1.0">
-  <title>Services - OutsideTheBox</title>
-
-  <link rel="stylesheet" href="/static/css/style.css">
-  <link rel="stylesheet" href="/static/css/brand.css">
-  <link rel="icon" type="image/png" href="/static/favicon.png">
-</head>
-<body>
-
-{% include "includes/site_nav.html" %}
-
-<div class="portal-shell">
-  <div class="portal-wrap">
-
-    <div class="portal-page-header">
-      <div>
-        <h1 class="portal-page-title">Services</h1>
-        <p class="portal-client-name">{{ client_name }}</p>
-        <p class="portal-page-subtitle">Launch available OTB services from one place.</p>
-      </div>
-
-      <div class="portal-toolbar" style="display:flex;flex-direction:column;align-items:flex-end;gap:10px;">
-        <div style="display:flex;gap:10px;justify-content:flex-end;flex-wrap:wrap;">
-          <a class="portal-btn primary" href="/portal/dashboard">Back to Dashboard</a>
-          <a class="portal-btn" href="/portal/logout">Logout</a>
-        </div>
-
-        <div style="text-align:right;font-size:14px;opacity:0.95;">
-          <div>Logged in as: <strong>{{ client_name }}</strong></div>
-        </div>
-      </div>
-    </div>
-
-    <section class="services-grid">
-      {% for service in services %}
-      <article class="service-card status-{{ service.status }}">
-        <div class="service-card-header">
-          <div>
-            <h2>{{ service.name }}</h2>
-            <p>{{ service.summary }}</p>
-          </div>
-
-          <div>
-            {% if service.status == 'beta' %}
-              <span class="service-badge service-badge-beta">Beta</span>
-            {% elif service.status == 'coming_soon' %}
-              <span class="service-badge service-badge-soon">Coming Soon</span>
-            {% else %}
-              <span class="service-badge">Available</span>
-            {% endif %}
-          </div>
-        </div>
-
-        <div class="service-card-actions">
-          {% if service.enabled %}
-            <a class="portal-btn primary" href="{{ service.href }}">{{ service.button_text }}</a>
-          {% else %}
-            <button class="portal-btn btn-disabled" disabled>{{ service.button_text }}</button>
-          {% endif %}
-        </div>
-      </article>
-      {% endfor %}
-    </section>
-
-  </div>
-</div>
-
-<style>
-.services-grid {
-  display: grid;
-  grid-template-columns: repeat(auto-fit, minmax(320px, 1fr));
-  gap: 20px;
-}
-
-.service-card {
-  border-radius: 18px;
-  padding: 22px;
-  border: 1px solid rgba(255,255,255,0.10);
-  background: rgba(8, 18, 37, 0.72);
-  box-shadow: 0 8px 24px rgba(0,0,0,0.18);
-}
-
-.service-card-header {
-  display: flex;
-  justify-content: space-between;
-  gap: 16px;
-  align-items: flex-start;
-}
-
-.service-card h2 {
-  margin: 0 0 10px 0;
-  font-size: 1.3rem;
-}
-
-.service-card p {
-  margin: 0;
-  line-height: 1.5;
-  opacity: 0.92;
-}
-
-.service-card-actions {
-  margin-top: 22px;
-}
-
-.service-badge {
-  display: inline-block;
-  padding: 6px 10px;
-  border-radius: 999px;
-  font-size: 0.82rem;
-  font-weight: 700;
-  background: rgba(255,255,255,0.10);
-}
-
-.service-badge-beta {
-  background: rgba(73, 192, 255, 0.18);
-}
-
-.service-badge-soon {
-  background: rgba(255, 196, 73, 0.18);
-}
-
-.btn-disabled {
-  opacity: 0.65;
-  cursor: not-allowed;
-}
-</style>
-
-{% include "includes/otb_footer.html" %}
-
-</body>
-</html>
-EOF
-
-sudo systemctl restart otb_billing.service

patch5.sh

@@ -1,272 +0,0 @@
-cd /home/def/otb_billing || exit 1
-set -e
-
-STAMP="$(date +%Y%m%d-%H%M%S)"
-
-cp templates/portal_dashboard.html "templates/portal_dashboard.html.bak.${STAMP}"
-cp templates/portal/services_here.html "templates/portal/services_here.html.bak.${STAMP}"
-
-cat > templates/portal_base.html <<'EOF'
-<!DOCTYPE html>
-<html lang="en">
-<head>
-  <meta charset="UTF-8">
-  <meta name="viewport" content="width=device-width, initial-scale=1.0">
-  <title>{% block title %}Portal - OutsideTheBox{% endblock %}</title>
-  <link rel="stylesheet" href="/static/css/style.css">
-  <link rel="stylesheet" href="/static/css/brand.css">
-  <link rel="icon" type="image/png" href="/static/favicon.png">
-  {% block head_extra %}{% endblock %}
-</head>
-<body>
-  {% include "includes/site_nav.html" %}
-
-  <div class="portal-shell">
-    <div class="portal-wrap">
-      {% block portal_content %}{% endblock %}
-    </div>
-  </div>
-
-  {% block scripts %}{% endblock %}
-
-  {% include "includes/otb_footer.html" %}
-</body>
-</html>
-EOF
-
-cat > templates/portal_dashboard.html <<'EOF'
-{% extends "portal_base.html" %}
-
-{% block title %}Client Dashboard - OutsideTheBox{% endblock %}
-
-{% block portal_content %}
-<div class="portal-page-header">
-  <div>
-    <h1 class="portal-page-title">Client Dashboard</h1>
-    <p class="portal-client-name">{{ client.company_name or client.contact_name or client.email }}</p>
-    <p class="portal-page-subtitle">Invoices, balances, and account activity in one place.</p>
-  </div>
-
-  <div class="portal-toolbar" style="display:flex;flex-direction:column;align-items:flex-end;gap:10px;">
-    <div style="display:flex;gap:10px;justify-content:flex-end;flex-wrap:wrap;">
-      <a class="portal-btn primary" href="/portal/services">Services Here</a>
-      <a class="portal-btn primary" href="/portal/invoices/download-all">Download All Invoices</a>
-      <a class="portal-btn" href="mailto:support@outsidethebox.top?subject=Customer%20Support">Customer Support</a>
-      <a class="portal-btn" href="/portal/logout">Logout</a>
-    </div>
-    <div style="text-align:right;font-size:14px;opacity:0.95;">
-      <div>Logged in as: <strong>{{ client.contact_name or client.company_name or client.email }}</strong></div>
-      {% if client_credit_balance and client_credit_balance != "0.00" %}
-        <div style="margin-top:6px;">
-          <span style="display:inline-block;padding:4px 10px;border-radius:999px;background:#0f2f21;color:#86efac;font-weight:700;">
-            🏦 Credit: ${{ client_credit_balance }}
-          </span>
-        </div>
-      {% endif %}
-    </div>
-  </div>
-</div>
-
-<div class="summary-grid">
-  <div class="summary-card">
-    <h3>Total Invoices</h3>
-    <div class="summary-value">{{ invoice_count }}</div>
-    <div class="summary-sub">Invoices currently visible in your portal</div>
-  </div>
-
-  <div class="summary-card">
-    <h3>Total Outstanding</h3>
-    <div class="summary-value">{{ total_outstanding }}</div>
-    <div class="summary-sub">Current unpaid balance</div>
-  </div>
-
-  <div class="summary-card">
-    <h3>Total Paid</h3>
-    <div class="summary-value">{{ total_paid }}</div>
-    <div class="summary-sub">Payments already applied</div>
-  </div>
-</div>
-
-<h2 class="section-title">Invoices</h2>
-
-<div class="table-card">
-  <table class="portal-table">
-    <thead>
-      <tr>
-        <th>Invoice</th>
-        <th>Status</th>
-        <th>Created</th>
-        <th>Total</th>
-        <th>Paid</th>
-        <th>Outstanding</th>
-      </tr>
-    </thead>
-    <tbody>
-      {% for row in invoices %}
-      <tr>
-        <td>
-          <a class="invoice-link" href="/portal/invoice/{{ row.id }}">
-            {{ row.invoice_number or ("INV-" ~ row.id) }}
-          </a>
-        </td>
-        <td>
-          {% set s = (row.status or "")|lower %}
-          {% if s == "paid" %}
-            <span class="status-badge status-paid">{{ row.status }}</span>
-            {% if row.payment_method_label %}
-            <div class="payment-method{% if row.payment_method_label == "Square" %} payment-square{% elif row.payment_method_label == "e-Transfer" %} payment-etransfer{% elif row.payment_method_label == "ETHO" %} payment-etho{% elif row.payment_method_label == "ETI" or row.payment_method_label == "EGAZ" %} payment-etica{% elif row.payment_method_label == "ALT" %} payment-alt{% elif row.payment_method_label == "CAD" %} payment-cad{% endif %}">
-              {{ row.payment_method_label }}
-            </div>
-            {% endif %}
-          {% elif s == "pending" %}
-            <span class="status-badge status-pending">{{ row.status }}</span>
-          {% elif s == "overdue" %}
-            <span class="status-badge status-overdue">{{ row.status }}</span>
-          {% else %}
-            <span class="status-badge status-other">{{ row.status }}</span>
-          {% endif %}
-        </td>
-        <td>{{ row.created_at }}</td>
-        <td>{{ row.total_amount }}</td>
-        <td>{{ row.amount_paid }}</td>
-        <td>{{ row.outstanding }}</td>
-      </tr>
-      {% else %}
-      <tr>
-        <td colspan="6">No invoices available.</td>
-      </tr>
-      {% endfor %}
-    </tbody>
-  </table>
-</div>
-{% endblock %}
-
-{% block scripts %}
-<script>
-(function() {
-  setTimeout(function() { window.location.reload(); }, 20000);
-})();
-</script>
-{% endblock %}
-EOF
-
-cat > templates/portal/services_here.html <<'EOF'
-{% extends "portal_base.html" %}
-
-{% block title %}Services - OutsideTheBox{% endblock %}
-
-{% block portal_content %}
-<div class="portal-page-header">
-  <div>
-    <h1 class="portal-page-title">Services</h1>
-    <p class="portal-client-name">{{ client_name }}</p>
-    <p class="portal-page-subtitle">Launch available OTB services from one place.</p>
-  </div>
-
-  <div class="portal-toolbar" style="display:flex;flex-direction:column;align-items:flex-end;gap:10px;">
-    <div style="display:flex;gap:10px;justify-content:flex-end;flex-wrap:wrap;">
-      <a class="portal-btn primary" href="/portal/dashboard">Back to Dashboard</a>
-      <a class="portal-btn" href="/portal/logout">Logout</a>
-    </div>
-
-    <div style="text-align:right;font-size:14px;opacity:0.95;">
-      <div>Logged in as: <strong>{{ client_name }}</strong></div>
-    </div>
-  </div>
-</div>
-
-<section class="services-grid">
-  {% for service in services %}
-  <article class="service-card status-{{ service.status }}">
-    <div class="service-card-header">
-      <div>
-        <h2>{{ service.name }}</h2>
-        <p>{{ service.summary }}</p>
-      </div>
-
-      <div>
-        {% if service.status == 'beta' %}
-          <span class="service-badge service-badge-beta">Beta</span>
-        {% elif service.status == 'coming_soon' %}
-          <span class="service-badge service-badge-soon">Coming Soon</span>
-        {% else %}
-          <span class="service-badge">Available</span>
-        {% endif %}
-      </div>
-    </div>
-
-    <div class="service-card-actions">
-      {% if service.enabled %}
-        <a class="portal-btn primary" href="{{ service.href }}">{{ service.button_text }}</a>
-      {% else %}
-        <button class="portal-btn btn-disabled" disabled>{{ service.button_text }}</button>
-      {% endif %}
-    </div>
-  </article>
-  {% endfor %}
-</section>
-
-<style>
-.services-grid {
-  display: grid;
-  grid-template-columns: repeat(auto-fit, minmax(320px, 1fr));
-  gap: 20px;
-}
-
-.service-card {
-  border-radius: 18px;
-  padding: 22px;
-  border: 1px solid rgba(255,255,255,0.10);
-  background: rgba(8, 18, 37, 0.72);
-  box-shadow: 0 8px 24px rgba(0,0,0,0.18);
-}
-
-.service-card-header {
-  display: flex;
-  justify-content: space-between;
-  gap: 16px;
-  align-items: flex-start;
-}
-
-.service-card h2 {
-  margin: 0 0 10px 0;
-  font-size: 1.3rem;
-}
-
-.service-card p {
-  margin: 0;
-  line-height: 1.5;
-  opacity: 0.92;
-}
-
-.service-card-actions {
-  margin-top: 22px;
-}
-
-.service-badge {
-  display: inline-block;
-  padding: 6px 10px;
-  border-radius: 999px;
-  font-size: 0.82rem;
-  font-weight: 700;
-  background: rgba(255,255,255,0.10);
-}
-
-.service-badge-beta {
-  background: rgba(73, 192, 255, 0.18);
-}
-
-.service-badge-soon {
-  background: rgba(255, 196, 73, 0.18);
-}
-
-.btn-disabled {
-  opacity: 0.65;
-  cursor: not-allowed;
-}
-</style>
-{% endblock %}
-EOF
-
-sudo systemctl restart otb_billing.service
-sudo systemctl status otb_billing.service --no-pager -l | sed -n '1,30p'

patch6.sh

@@ -1,78 +0,0 @@
-cd /home/def/otb_billing || exit 1
-
-cp backend/routes/portal_services.py backend/routes/portal_services.py.bak.$(date +%Y%m%d-%H%M%S)
-
-cat > backend/routes/portal_services.py <<'EOF'
-from flask import Blueprint, render_template, session, redirect, url_for, flash
-
-portal_services_bp = Blueprint("portal_services", __name__)
-
-def _portal_user_is_logged_in() -> bool:
-    return bool(
-        session.get("portal_user_id")
-        or session.get("client_user_id")
-        or session.get("portal_client_id")
-        or session.get("client_id")
-        or session.get("user_id")
-    )
-
-@portal_services_bp.route("/portal/services")
-def portal_services_home():
-    if not _portal_user_is_logged_in():
-        flash("Please sign in to access services.", "warning")
-        return redirect(url_for("portal_login"))
-
-    client = {
-        "contact_name": session.get("portal_contact_name"),
-        "company_name": session.get("portal_company_name"),
-        "email": session.get("portal_email"),
-    }
-
-    client_name = (
-        client.get("contact_name")
-        or client.get("company_name")
-        or client.get("email")
-        or "Client"
-    )
-
-    services = [
-        {
-            "key": "follow_me",
-            "name": "Follow-me Tracker",
-            "summary": "Create and manage your GPS tracking network. Free for up to 2 users.",
-            "status": "beta",
-            "enabled": True,
-            "href": "/follow-me",
-            "button_text": "Open Follow-me",
-        },
-        {
-            "key": "video_render",
-            "name": "Video Rendering / Streaming",
-            "summary": "Submit video rendering, conversion, and hosted streaming jobs.",
-            "status": "coming_soon",
-            "enabled": False,
-            "href": "#",
-            "button_text": "Coming Soon",
-        },
-        {
-            "key": "miner_rentals",
-            "name": "Miner Rentals",
-            "summary": "Rent available OTB hashpower by time or package.",
-            "status": "coming_soon",
-            "enabled": False,
-            "href": "#",
-            "button_text": "Coming Soon",
-        },
-    ]
-
-    return render_template(
-        "portal/services_here.html",
-        client=client,
-        client_name=client_name,
-        services=services,
-    )
-EOF
-
-python3 -m py_compile backend/routes/portal_services.py
-sudo systemctl restart otb_billing.service
-sudo systemctl status otb_billing.service --no-pager -l | sed -n '1,30p'

patch7.sh

@@ -1,157 +0,0 @@
-cd /home/def/otb_billing || exit 1
-set -e
-
-STAMP="$(date +%Y%m%d-%H%M%S)"
-NEW_VERSION="v0.6.0"
-ZIP_NAME="otb_billing-${NEW_VERSION}.zip"
-
-echo "===== backups ====="
-cp VERSION "VERSION.bak.${STAMP}"
-cp README.md "README.md.bak.${STAMP}"
-cp PROJECT_STATE.md "PROJECT_STATE.md.bak.${STAMP}"
-
-echo "===== version bump ====="
-printf '%s\n' "${NEW_VERSION}" > VERSION
-
-echo "===== update README + PROJECT_STATE ====="
-python3 <<'PY'
-from pathlib import Path
-from datetime import datetime, timezone
-
-root = Path("/home/def/otb_billing")
-version = "v0.6.0"
-stamp = datetime.now().strftime("%Y-%m-%d %H:%M:%S")
-utc_stamp = datetime.now(timezone.utc).strftime("%Y-%m-%d %H:%M:%S UTC")
-
-readme = root / "README.md"
-project_state = root / "PROJECT_STATE.md"
-
-readme_text = readme.read_text() if readme.exists() else ""
-project_text = project_state.read_text() if project_state.exists() else ""
-
-readme_entry = f"""## {version} - {stamp}
-
-### Highlights
-- Added authenticated `/portal/services` page as a new service hub inside the billing portal.
-- Added modular route file `backend/routes/portal_services.py` instead of expanding the main app with another large inline route block.
-- Added shared `templates/portal_base.html` layout using Jinja `{% extends %}` / block pattern.
-- Converted portal pages to the shared base-template structure for cleaner reuse and consistent branding.
-- Added branded service cards for:
-  - Follow-me Tracker
-  - Video Rendering / Streaming
-  - Miner Rentals
-- Fixed portal services layout so it uses the same nav, footer, styling, and light/dark toggle behavior as the working portal/dashboard pages.
-- Corrected the Follow-me service link to use the real external service domain.
-- Updated service launch buttons so external services open in a new tab.
-- Improved portal services identity display to prepare for showing real logged-in client identity instead of a generic placeholder.
-
-### Notes
-- This is the first successful rollout of the reusable `portal_base.html` structure and it should be used for future portal pages and future project builds.
-- This release establishes the billing portal as the launch point for OTB services.
-
-"""
-
-project_entry = f"""# Project State Update - {version}
-Updated: {utc_stamp}
-
-## Current Version
-{version}
-
-## Current Status
-OTB Billing has been advanced from a billing-only portal toward a unified service-launch platform.
-
-## Completed This Session
-- Created `/portal/services` authenticated service hub.
-- Added modular route file: `backend/routes/portal_services.py`
-- Added shared Jinja portal base template: `templates/portal_base.html`
-- Converted:
-  - `templates/portal_dashboard.html`
-  - `templates/portal/services_here.html`
-  to the new shared base-template architecture.
-- Restored consistent OTB branding, nav, footer, spacing, and dark/light toggle behavior on the services page.
-- Added service cards for:
-  - Follow-me Tracker (active/beta)
-  - Video Rendering / Streaming (coming soon)
-  - Miner Rentals (coming soon)
-- Fixed service routing so Follow-me points to the real service domain.
-- Updated external service launch links to open in a new tab.
-- Confirmed the new shared template architecture is successful and should be reused in future pages/projects.
-
-## Architectural Direction
-The portal now has a proven reusable pattern:
-- `templates/portal_base.html`
-- child templates using `{{% extends "portal_base.html" %}}`
-- focused page content blocks instead of duplicating full HTML shell on each page
-
-This is now the preferred portal/page structure going forward.
-
-## Next Logical Steps
-- Unify logged-in client identity handling across portal routes.
-- Add real service-aware handoff / account linkage for Follow-me.
-- Add future service cards/pages without duplicating layout shell.
-- Move page-specific inline service-card CSS into shared stylesheet when ready.
-
-"""
-
-def prepend_once(existing: str, new_block: str, marker: str) -> str:
-    if marker in existing:
-        return existing
-    if existing.startswith("# "):
-        return existing.rstrip() + "\n\n" + new_block
-    return new_block + existing
-
-readme.write_text(prepend_once(readme_text, readme_entry, f"## {version} - "))
-project_state.write_text(prepend_once(project_text, project_entry, f"# Project State Update - {version}"))
-PY
-
-echo "===== build full zip snapshot ====="
-rm -f "releases/${ZIP_NAME}"
-mkdir -p releases
-
-python3 <<'PY'
-from pathlib import Path
-import zipfile
-
-root = Path("/home/def/otb_billing")
-zip_path = root / "releases" / "otb_billing-v0.6.0.zip"
-
-exclude_parts = {
-    ".git",
-    "__pycache__",
-    ".pytest_cache",
-}
-
-exclude_suffixes = {
-    ".pyc",
-    ".pyo",
-}
-
-with zipfile.ZipFile(zip_path, "w", compression=zipfile.ZIP_DEFLATED) as zf:
-    for path in root.rglob("*"):
-        rel = path.relative_to(root)
-        if any(part in exclude_parts for part in rel.parts):
-            continue
-        if path.suffix in exclude_suffixes:
-            continue
-        if path == zip_path:
-            continue
-        zf.write(path, arcname=str(Path("otb_billing-v0.6.0") / rel))
-print(zip_path)
-PY
-
-echo "===== quick verify ====="
-echo
-echo "--- VERSION ---"
-cat VERSION
-echo
-echo "--- README.md top 40 ---"
-sed -n '1,40p' README.md
-echo
-echo "--- PROJECT_STATE.md top 60 ---"
-sed -n '1,60p' PROJECT_STATE.md
-echo
-echo "--- ZIP snapshot ---"
-ls -lh "releases/${ZIP_NAME}"
-echo
-echo "===== optional git review ====="
-git status --short

patch8.sh

@@ -1,125 +0,0 @@
-cd /home/def/otb_billing || exit 1
-set -e
-
-STAMP="$(date +%Y%m%d-%H%M%S)"
-NEW_VERSION="v0.6.0"
-ZIP_NAME="otb_billing-${NEW_VERSION}.zip"
-
-echo "===== backups ====="
-cp VERSION "VERSION.bak.${STAMP}"
-cp README.md "README.md.bak.${STAMP}"
-cp PROJECT_STATE.md "PROJECT_STATE.md.bak.${STAMP}"
-
-echo "===== version bump ====="
-printf '%s\n' "${NEW_VERSION}" > VERSION
-
-echo "===== update README + PROJECT_STATE ====="
-python3 <<'PY'
-from pathlib import Path
-from datetime import datetime, timezone
-
-root = Path("/home/def/otb_billing")
-version = "v0.6.0"
-stamp = datetime.now().strftime("%Y-%m-%d %H:%M:%S")
-utc_stamp = datetime.now(timezone.utc).strftime("%Y-%m-%d %H:%M:%S UTC")
-
-readme = root / "README.md"
-project_state = root / "PROJECT_STATE.md"
-
-readme_text = readme.read_text() if readme.exists() else ""
-project_text = project_state.read_text() if project_state.exists() else ""
-
-readme_entry = """## v0.6.0 - {stamp}
-
-### Highlights
-- Added authenticated /portal/services page as a service hub
-- Introduced modular route backend/routes/portal_services.py
-- Created shared templates/portal_base.html layout
-- Converted portal pages to base-template architecture
-- Added service cards (Follow-me, Video, Miner Rentals)
-- Fixed branding, nav, footer, and toggle consistency
-- Corrected Follow-me external link
-- External services now open in new tabs
-- Improved identity display for logged-in user
-
-### Notes
-- portal_base.html is now the standard structure for future pages and projects
-- Billing portal is now the launch point for all OTB services
-
-""".replace("{stamp}", stamp)
-
-project_entry = """# Project State Update - v0.6.0
-Updated: {utc_stamp}
-
-## Current Version
-v0.6.0
-
-## Current Status
-OTB Billing is now a service-launch platform, not just billing.
-
-## Completed This Session
-- Added /portal/services page
-- Added portal_services.py route module
-- Created portal_base.html shared template
-- Converted dashboard + services page to shared layout
-- Restored consistent branding, nav, footer, toggle
-- Added service cards (Follow-me, Video, Miner)
-- Fixed external service routing
-- Enabled new-tab launch for services
-
-## Architecture
-Using shared base template:
-templates/portal_base.html
-
-All pages now:
-{% extends "portal_base.html" %}
-
-## Next Steps
-- Unify client identity across all routes
-- Add Follow-me provisioning + billing linkage
-- Move inline CSS into shared styles later
-
-""".replace("{utc_stamp}", utc_stamp)
-
-def prepend(existing, new_block, marker):
-    if marker in existing:
-        return existing
-    if existing.startswith("# "):
-        return existing.rstrip() + "\n\n" + new_block
-    return new_block + existing
-
-readme.write_text(prepend(readme_text, readme_entry, "## v0.6.0"))
-project_state.write_text(prepend(project_text, project_entry, "# Project State Update - v0.6.0"))
-PY
-
-echo "===== build full zip snapshot ====="
-rm -f "releases/${ZIP_NAME}"
-mkdir -p releases
-
-python3 <<'PY'
-from pathlib import Path
-import zipfile
-
-root = Path("/home/def/otb_billing")
-zip_path = root / "releases" / "otb_billing-v0.6.0.zip"
-
-exclude_parts = {".git", "__pycache__", ".pytest_cache"}
-exclude_suffixes = {".pyc", ".pyo"}
-
-with zipfile.ZipFile(zip_path, "w", compression=zipfile.ZIP_DEFLATED) as zf:
-    for path in root.rglob("*"):
-        rel = path.relative_to(root)
-        if any(part in exclude_parts for part in rel.parts):
-            continue
-        if path.suffix in exclude_suffixes:
-            continue
-        if path == zip_path:
-            continue
-        zf.write(path, arcname=str(Path("otb_billing-v0.6.0") / rel))
-
-print(zip_path)
-PY
-
-echo "===== verify ====="
-cat VERSION
-ls -lh "releases/${ZIP_NAME}"

static/css/brand.css

@@ -547,3 +547,30 @@ html[data-theme="light"] .otb-dot{
     margin-top:8px !important;
   }
 }
+
+/* light theme button consistency fix */
+body.light-theme .portal-btn,
+body.light-theme a.portal-btn,
+body.light-theme button.portal-btn {
+  background: rgba(255,255,255,0.75);
+  color: var(--text, #10233f);
+  border: 1px solid rgba(40,70,120,0.14);
+  opacity: 1;
+}
+
+body.light-theme .portal-btn.primary,
+body.light-theme a.portal-btn.primary,
+body.light-theme button.portal-btn.primary {
+  color: #081528;
+}
+
+body.light-theme .portal-toolbar .portal-btn,
+body.light-theme .portal-actions .portal-btn {
+  opacity: 1;
+}
+
+body.light-theme .portal-btn[disabled],
+body.light-theme button.portal-btn[disabled],
+body.light-theme .portal-btn.disabled {
+  opacity: 0.55;
+}

static/css/style.css

@@ -1108,3 +1108,169 @@ body{
   background: #2563eb;
   color: #ffffff;
 }
+
+/* ===== final portal light-theme button normalization ===== */
+
+body.light-theme .portal-btn,
+body.light-theme a.portal-btn,
+body.light-theme button.portal-btn,
+body.light-theme .btn,
+body.light-theme a.btn,
+body.light-theme button.btn {
+  background: rgba(255,255,255,0.88);
+  color: #10233f;
+  border: 1px solid rgba(40,70,120,0.14);
+  box-shadow: none;
+  opacity: 1 !important;
+}
+
+body.light-theme .portal-btn:hover,
+body.light-theme a.portal-btn:hover,
+body.light-theme button.portal-btn:hover,
+body.light-theme .btn:hover,
+body.light-theme a.btn:hover,
+body.light-theme button.btn:hover {
+  border-color: rgba(122,162,255,.45);
+  box-shadow: 0 0 0 4px rgba(122,162,255,.10);
+  text-decoration: none;
+}
+
+body.light-theme .portal-btn.primary,
+body.light-theme .btn.primary {
+  background: linear-gradient(135deg, rgba(122,162,255,.95), rgba(98,230,183,.85));
+  border-color: transparent;
+  color: #071017;
+}
+
+body.light-theme .portal-btn[disabled],
+body.light-theme button.portal-btn[disabled],
+body.light-theme .portal-btn.disabled,
+body.light-theme .btn[disabled],
+body.light-theme button.btn[disabled],
+body.light-theme .btn.disabled {
+  opacity: 0.5 !important;
+}
+
+/* ===== portal button fix for actual OTB light theme selectors ===== */
+
+html[data-theme="light"] .portal-btn,
+html[data-theme="light"] a.portal-btn,
+html[data-theme="light"] button.portal-btn,
+body.otb-light .portal-btn,
+body.otb-light a.portal-btn,
+body.otb-light button.portal-btn,
+html[data-theme="light"] .btn,
+html[data-theme="light"] a.btn,
+html[data-theme="light"] button.btn,
+body.otb-light .btn,
+body.otb-light a.btn,
+body.otb-light button.btn {
+  background: rgba(255,255,255,0.88) !important;
+  color: #10233f !important;
+  border: 1px solid rgba(40,70,120,0.14) !important;
+  box-shadow: none !important;
+  opacity: 1 !important;
+}
+
+html[data-theme="light"] .portal-btn:hover,
+html[data-theme="light"] a.portal-btn:hover,
+html[data-theme="light"] button.portal-btn:hover,
+body.otb-light .portal-btn:hover,
+body.otb-light a.portal-btn:hover,
+body.otb-light button.portal-btn:hover,
+html[data-theme="light"] .btn:hover,
+html[data-theme="light"] a.btn:hover,
+html[data-theme="light"] button.btn:hover,
+body.otb-light .btn:hover,
+body.otb-light a.btn:hover,
+body.otb-light button.btn:hover {
+  border-color: rgba(122,162,255,.45) !important;
+  box-shadow: 0 0 0 4px rgba(122,162,255,.10) !important;
+  text-decoration: none !important;
+}
+
+html[data-theme="light"] .portal-btn.primary,
+html[data-theme="light"] .btn.primary,
+body.otb-light .portal-btn.primary,
+body.otb-light .btn.primary {
+  background: linear-gradient(135deg, rgba(122,162,255,.95), rgba(98,230,183,.85)) !important;
+  border-color: transparent !important;
+  color: #071017 !important;
+}
+
+html[data-theme="light"] .portal-btn[disabled],
+html[data-theme="light"] button.portal-btn[disabled],
+html[data-theme="light"] .portal-btn.disabled,
+html[data-theme="light"] .btn[disabled],
+html[data-theme="light"] button.btn[disabled],
+html[data-theme="light"] .btn.disabled,
+body.otb-light .portal-btn[disabled],
+body.otb-light button.portal-btn[disabled],
+body.otb-light .portal-btn.disabled,
+body.otb-light .btn[disabled],
+body.otb-light button.btn[disabled],
+body.otb-light .btn.disabled {
+  opacity: 0.5 !important;
+}
+
+/* ===== portal button fix for actual OTB light theme selectors ===== */
+
+html[data-theme="light"] .portal-btn,
+html[data-theme="light"] a.portal-btn,
+html[data-theme="light"] button.portal-btn,
+body.otb-light .portal-btn,
+body.otb-light a.portal-btn,
+body.otb-light button.portal-btn,
+html[data-theme="light"] .btn,
+html[data-theme="light"] a.btn,
+html[data-theme="light"] button.btn,
+body.otb-light .btn,
+body.otb-light a.btn,
+body.otb-light button.btn {
+  background: rgba(255,255,255,0.88) !important;
+  color: #10233f !important;
+  border: 1px solid rgba(40,70,120,0.14) !important;
+  box-shadow: none !important;
+  opacity: 1 !important;
+}
+
+html[data-theme="light"] .portal-btn:hover,
+html[data-theme="light"] a.portal-btn:hover,
+html[data-theme="light"] button.portal-btn:hover,
+body.otb-light .portal-btn:hover,
+body.otb-light a.portal-btn:hover,
+body.otb-light button.portal-btn:hover,
+html[data-theme="light"] .btn:hover,
+html[data-theme="light"] a.btn:hover,
+html[data-theme="light"] button.btn:hover,
+body.otb-light .btn:hover,
+body.otb-light a.btn:hover,
+body.otb-light button.btn:hover {
+  border-color: rgba(122,162,255,.45) !important;
+  box-shadow: 0 0 0 4px rgba(122,162,255,.10) !important;
+  text-decoration: none !important;
+}
+
+html[data-theme="light"] .portal-btn.primary,
+html[data-theme="light"] .btn.primary,
+body.otb-light .portal-btn.primary,
+body.otb-light .btn.primary {
+  background: linear-gradient(135deg, rgba(122,162,255,.95), rgba(98,230,183,.85)) !important;
+  border-color: transparent !important;
+  color: #071017 !important;
+}
+
+html[data-theme="light"] .portal-btn[disabled],
+html[data-theme="light"] button.portal-btn[disabled],
+html[data-theme="light"] .portal-btn.disabled,
+html[data-theme="light"] .btn[disabled],
+html[data-theme="light"] button.btn[disabled],
+html[data-theme="light"] .btn.disabled,
+body.otb-light .portal-btn[disabled],
+body.otb-light button.portal-btn[disabled],
+body.otb-light .portal-btn.disabled,
+body.otb-light .btn[disabled],
+body.otb-light button.btn[disabled],
+body.otb-light .btn.disabled {
+  opacity: 0.5 !important;
+}

templatepatch.sh

@@ -0,0 +1,11 @@
+#!/usr/bin/env bash
+set -e
+
+echo "===== starting patch ====="
+
+# commands directly here (no nested EOF)
+# example:
+echo "doing work..."
+sleep 1
+
+echo "===== patch completed successfully ====="

templates/service_templates/edit.html

@@ -0,0 +1,98 @@
+<!doctype html>
+<html>
+<head>
+<title>Edit Service Template</title>
+<link rel="icon" type="image/png" href="/static/favicon.png">
+</head>
+<body>
+
+<h1>Edit Service Template</h1>
+
+<p><a href="/">Home</a></p>
+<p><a href="/service-templates">Back to Service Templates</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>
+Template Name *<br>
+<input name="template_name" value="{{ template.template_name }}" required>
+</p>
+
+<p>
+Service Type *<br>
+<select name="service_type" required>
+    <option value="hosting" {% if template.service_type == 'hosting' %}selected{% endif %}>hosting</option>
+    <option value="rpc" {% if template.service_type == 'rpc' %}selected{% endif %}>rpc</option>
+    <option value="explorer" {% if template.service_type == 'explorer' %}selected{% endif %}>explorer</option>
+    <option value="node" {% if template.service_type == 'node' %}selected{% endif %}>node</option>
+    <option value="ipfs" {% if template.service_type == 'ipfs' %}selected{% endif %}>ipfs</option>
+    <option value="consulting" {% if template.service_type == 'consulting' %}selected{% endif %}>consulting</option>
+    <option value="crypto_infra" {% if template.service_type == 'crypto_infra' %}selected{% endif %}>Crypto Infra</option>
+    <option value="other" {% if template.service_type == 'other' %}selected{% endif %}>other</option>
+</select>
+</p>
+
+<p>
+Billing Cycle *<br>
+<select name="billing_cycle" required>
+    <option value="one_time" {% if template.billing_cycle == 'one_time' %}selected{% endif %}>one_time</option>
+    <option value="monthly" {% if template.billing_cycle == 'monthly' %}selected{% endif %}>monthly</option>
+    <option value="quarterly" {% if template.billing_cycle == 'quarterly' %}selected{% endif %}>quarterly</option>
+    <option value="yearly" {% if template.billing_cycle == 'yearly' %}selected{% endif %}>yearly</option>
+    <option value="manual" {% if template.billing_cycle == 'manual' %}selected{% endif %}>manual</option>
+</select>
+</p>
+
+<p>
+Currency Code *<br>
+<select name="currency_code" required>
+    <option value="CAD" {% if template.currency_code == 'CAD' %}selected{% endif %}>CAD</option>
+    <option value="ETHO" {% if template.currency_code == 'ETHO' %}selected{% endif %}>ETHO</option>
+    <option value="EGAZ" {% if template.currency_code == 'EGAZ' %}selected{% endif %}>EGAZ</option>
+    <option value="ALT" {% if template.currency_code == 'ALT' %}selected{% endif %}>ALT</option>
+</select>
+</p>
+
+<p>
+Recurring Amount *<br>
+<input type="number" step="0.00000001" min="0" name="recurring_amount" value="{{ template.recurring_amount }}" required>
+</p>
+
+<p>
+Setup Amount *<br>
+<input type="number" step="0.00000001" min="0" name="setup_amount" value="{{ template.setup_amount }}" required>
+</p>
+
+<p>
+Description<br>
+<textarea name="description" rows="6" cols="70">{{ template.description or '' }}</textarea>
+</p>
+
+<p>
+Active<br>
+<select name="is_active">
+    <option value="1" {% if template.is_active %}selected{% endif %}>yes</option>
+    <option value="0" {% if not template.is_active %}selected{% endif %}>no</option>
+</select>
+</p>
+
+<p>
+<button type="submit">Save Service Template</button>
+</p>
+
+</form>
+
+{% include "footer.html" %}
+</body>
+</html>

templates/service_templates/list.html

@@ -0,0 +1,48 @@
+<!doctype html>
+<html>
+<head>
+<title>Service Templates</title>
+<link rel="icon" type="image/png" href="/static/favicon.png">
+</head>
+<body>
+
+<h1>Service Templates</h1>
+
+<p><a href="/">Home</a></p>
+<p>
+  <a href="/services">Back to Services</a> |
+  <a href="/service-templates/new">Add Service Template</a>
+</p>
+
+<table border="1" cellpadding="6">
+<tr>
+    <th>ID</th>
+    <th>Template Name</th>
+    <th>Type</th>
+    <th>Cycle</th>
+    <th>Currency</th>
+    <th>Recurring</th>
+    <th>Setup</th>
+    <th>Active</th>
+    <th>Actions</th>
+</tr>
+
+{% for t in templates %}
+<tr>
+    <td>{{ t.id }}</td>
+    <td>{{ t.template_name }}</td>
+    <td>{{ t.service_type }}</td>
+    <td>{{ t.billing_cycle }}</td>
+    <td>{{ t.currency_code }}</td>
+    <td>{{ t.recurring_amount|money(t.currency_code) }}</td>
+    <td>{{ t.setup_amount|money(t.currency_code) }}</td>
+    <td>{% if t.is_active %}yes{% else %}no{% endif %}</td>
+    <td><a href="/service-templates/edit/{{ t.id }}">Edit</a></td>
+</tr>
+{% endfor %}
+
+</table>
+
+{% include "footer.html" %}
+</body>
+</html>

templates/service_templates/new.html

@@ -0,0 +1,98 @@
+<!doctype html>
+<html>
+<head>
+<title>New Service Template</title>
+<link rel="icon" type="image/png" href="/static/favicon.png">
+</head>
+<body>
+
+<h1>Add Service Template</h1>
+
+<p><a href="/">Home</a></p>
+<p><a href="/service-templates">Back to Service Templates</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>
+Template Name *<br>
+<input name="template_name" required>
+</p>
+
+<p>
+Service Type *<br>
+<select name="service_type" required>
+    <option value="hosting">hosting</option>
+    <option value="rpc">rpc</option>
+    <option value="explorer">explorer</option>
+    <option value="node">node</option>
+    <option value="ipfs">ipfs</option>
+    <option value="consulting">consulting</option>
+    <option value="crypto_infra">Crypto Infra</option>
+    <option value="other">other</option>
+</select>
+</p>
+
+<p>
+Billing Cycle *<br>
+<select name="billing_cycle" required>
+    <option value="one_time">one_time</option>
+    <option value="monthly" selected>monthly</option>
+    <option value="quarterly">quarterly</option>
+    <option value="yearly">yearly</option>
+    <option value="manual">manual</option>
+</select>
+</p>
+
+<p>
+Currency Code *<br>
+<select name="currency_code" required>
+    <option value="CAD" selected>CAD</option>
+    <option value="ETHO">ETHO</option>
+    <option value="EGAZ">EGAZ</option>
+    <option value="ALT">ALT</option>
+</select>
+</p>
+
+<p>
+Recurring Amount *<br>
+<input type="number" step="0.00000001" min="0" name="recurring_amount" value="0.00000000" required>
+</p>
+
+<p>
+Setup Amount *<br>
+<input type="number" step="0.00000001" min="0" name="setup_amount" value="0.00000000" required>
+</p>
+
+<p>
+Description<br>
+<textarea name="description" rows="6" cols="70"></textarea>
+</p>
+
+<p>
+Active<br>
+<select name="is_active">
+    <option value="1" selected>yes</option>
+    <option value="0">no</option>
+</select>
+</p>
+
+<p>
+<button type="submit">Create Service Template</button>
+</p>
+
+</form>
+
+{% include "footer.html" %}
+</body>
+</html>

templates/services/edit.html

@@ -9,7 +9,10 @@
 <h1>Edit Service</h1>
 
 <p><a href="/">Home</a></p>
-<p><a href="/services">Back to Services</a></p>
+<p>
+  <a href="/services">Back to Services</a> |
+  <a href="/service-templates">Service Templates</a>
+</p>
 
 {% if errors %}
 <div style="border:1px solid red; padding:10px; margin-bottom:15px;">
@@ -41,6 +44,27 @@ Client *<br>
 </select>
 </p>
 
+<p>
+Load from Template<br>
+<select id="template_select">
+    <option value="">-- select template --</option>
+    {% for t in templates %}
+    <option
+        value="{{ t.id }}"
+        data-name="{{ t.template_name }}"
+        data-type="{{ t.service_type }}"
+        data-cycle="{{ t.billing_cycle }}"
+        data-currency="{{ t.currency_code }}"
+        data-recurring="{{ t.recurring_amount }}"
+        data-setup="{{ t.setup_amount }}"
+        data-description="{{ (t.description or '')|e }}"
+    >
+        {{ t.template_name }} ({{ t.recurring_amount|money(t.currency_code) }}{% if t.setup_amount and t.setup_amount != 0 %}, setup {{ t.setup_amount|money(t.currency_code) }}{% endif %})
+    </option>
+    {% endfor %}
+</select>
+</p>
+
 <p>
 Service Name *<br>
 <input name="service_name" value="{{ service.service_name }}" required>
@@ -55,7 +79,7 @@ Service Type *<br>
     <option value="node" {% if service.service_type == 'node' %}selected{% endif %}>node</option>
     <option value="ipfs" {% if service.service_type == 'ipfs' %}selected{% endif %}>ipfs</option>
     <option value="consulting" {% if service.service_type == 'consulting' %}selected{% endif %}>consulting</option>
-    <option value="crypto_infra">Crypto Infra</option>
+    <option value="crypto_infra" {% if service.service_type == 'crypto_infra' %}selected{% endif %}>Crypto Infra</option>
     <option value="other" {% if service.service_type == 'other' %}selected{% endif %}>other</option>
 </select>
 </p>
@@ -112,6 +136,25 @@ Description<br>
 
 </form>
 
+<script>
+(function() {
+  var select = document.getElementById("template_select");
+  if (!select) return;
+
+  select.addEventListener("change", function() {
+    var opt = this.options[this.selectedIndex];
+    if (!opt || !opt.dataset || !opt.dataset.name) return;
+
+    document.querySelector('[name="service_name"]').value = opt.dataset.name || '';
+    document.querySelector('[name="service_type"]').value = opt.dataset.type || 'other';
+    document.querySelector('[name="billing_cycle"]').value = opt.dataset.cycle || 'monthly';
+    document.querySelector('[name="currency_code"]').value = opt.dataset.currency || 'CAD';
+    document.querySelector('[name="recurring_amount"]').value = opt.dataset.recurring || '0.00000000';
+    document.querySelector('[name="description"]').value = opt.dataset.description || '';
+  });
+})();
+</script>
+
 {% include "footer.html" %}
 </body>
 </html>

templates/services/list.html

@@ -9,7 +9,10 @@
 <h1>Services</h1>
 
 <p><a href="/">Home</a></p>
-<p><a href="/services/new">Add Service</a></p>
+<p>
+  <a href="/services/new">Add Service</a> |
+  <a href="/service-templates">Service Templates</a>
+</p>
 
 <table border="1" cellpadding="6">
 <tr>

templates/services/new.html

@@ -8,6 +8,12 @@
 
 <h1>Add Service</h1>
 
+<p><a href="/">Home</a></p>
+<p>
+  <a href="/services">Back to Services</a> |
+  <a href="/service-templates">Service Templates</a>
+</p>
+
 <form method="post">
 
 <p>
@@ -20,6 +26,27 @@ Client<br>
 </select>
 </p>
 
+<p>
+Load from Template<br>
+<select id="template_select">
+    <option value="">-- select template --</option>
+    {% for t in templates %}
+    <option
+        value="{{ t.id }}"
+        data-name="{{ t.template_name }}"
+        data-type="{{ t.service_type }}"
+        data-cycle="{{ t.billing_cycle }}"
+        data-currency="{{ t.currency_code }}"
+        data-recurring="{{ t.recurring_amount }}"
+        data-setup="{{ t.setup_amount }}"
+        data-description="{{ (t.description or '')|e }}"
+    >
+        {{ t.template_name }} ({{ t.recurring_amount|money(t.currency_code) }}{% if t.setup_amount and t.setup_amount != 0 %}, setup {{ t.setup_amount|money(t.currency_code) }}{% endif %})
+    </option>
+    {% endfor %}
+</select>
+</p>
+
 <p>
 Service Name<br>
 <input name="service_name" required>
@@ -91,6 +118,25 @@ Description<br>
 
 </form>
 
+<script>
+(function() {
+  var select = document.getElementById("template_select");
+  if (!select) return;
+
+  select.addEventListener("change", function() {
+    var opt = this.options[this.selectedIndex];
+    if (!opt || !opt.dataset || !opt.dataset.name) return;
+
+    document.querySelector('[name="service_name"]').value = opt.dataset.name || '';
+    document.querySelector('[name="service_type"]').value = opt.dataset.type || 'other';
+    document.querySelector('[name="billing_cycle"]').value = opt.dataset.cycle || 'monthly';
+    document.querySelector('[name="currency_code"]').value = opt.dataset.currency || 'CAD';
+    document.querySelector('[name="recurring_amount"]').value = opt.dataset.recurring || '0.00000000';
+    document.querySelector('[name="description"]').value = opt.dataset.description || '';
+  });
+})();
+</script>
+
+{% include "footer.html" %}
 </body>
 </html>
-{% include "footer.html" %}