From b1332c51fd5b0f06383843f5e5d502958b37b1d6 Mon Sep 17 00:00:00 2001
From: def <def@dkc-hvac.com>
Date: Wed, 11 Mar 2026 03:30:36 +0000
Subject: [PATCH] Add feedback tracking docs and recurring billing UI
 foundation

---
 docs/feedback_request_template.md | 51 +++++++++++++++++++++++++++
 docs/test_feedback.md             | 57 +++++++++++++++++++++++++++++++
 2 files changed, 108 insertions(+)
 create mode 100644 docs/feedback_request_template.md
 create mode 100644 docs/test_feedback.md

diff --git a/docs/feedback_request_template.md b/docs/feedback_request_template.md
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+++ b/docs/feedback_request_template.md
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+# OTB Billing Feedback Request Template
+
+Subject: OTB Billing test review request
+
+Hi,
+
+Thanks again for taking a look at OTB Billing.
+
+This is a test database and sandbox environment, so please feel free to:
+- create test clients
+- create services
+- generate invoices
+- record payments
+- test exports and email functions
+- try odd or edge-case workflows
+
+What I am looking for most:
+- anything confusing
+- anything that feels slower or harder than QuickBooks
+- missing bookkeeping/accounting information
+- reports or exports you would expect to see
+- field names or screens that feel unclear
+- anything that looks risky from a bookkeeping standpoint
+
+Suggested test flow:
+1. Create a client
+2. Create a service
+3. Create an invoice
+4. Send an invoice email
+5. Record a payment
+6. Export CSV / PDF / accounting package
+7. Review revenue reporting
+8. Try recurring billing / subscriptions if applicable
+
+Please send feedback in any format that is easiest for you, but this structure is especially helpful:
+- Date
+- Area of app
+- What you expected
+- What happened instead
+- Suggested improvement
+
+Examples of useful feedback:
+- "Invoice page should show client balance"
+- "Payment screen needs clearer wording"
+- "I expected a statement export"
+- "This report is missing a field I need"
+
+Support / feedback email:
+- support@outsidethebox.top
+
+Thanks — more eyes from people who know bookkeeping is exactly what helps make this useful.
diff --git a/docs/test_feedback.md b/docs/test_feedback.md
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+++ b/docs/test_feedback.md
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+# OTB Billing Test Feedback Log
+
+Use this file to collect tester feedback during sandbox / review cycles.
+
+## Instructions
+
+- Add one entry per issue, suggestion, or observation.
+- Keep entries short and specific.
+- Include screenshots or emailed notes separately if needed.
+- Mark status as `open`, `reviewed`, `planned`, `fixed`, or `wontfix`.
+
+---
+
+## Feedback Entry Template
+
+### Entry ID: FB-0001
+- Date:
+- Tester:
+- Area:
+  - clients
+  - services
+  - invoices
+  - payments
+  - subscriptions
+  - reports
+  - exports
+  - email
+  - settings
+  - installer
+  - other
+- Type:
+  - bug
+  - usability
+  - bookkeeping
+  - accounting
+  - feature request
+  - reporting
+  - export
+  - wording
+  - other
+- Severity:
+  - low
+  - medium
+  - high
+- Summary:
+- Steps to reproduce:
+- Expected result:
+- Actual result:
+- Suggested change:
+- Status: open
+- Notes:
+
+---
+
+## Active Feedback
+
+<!-- Copy the template above for each new item -->