Add paid via column to invoices list

.gitignore

@@ -6,3 +6,10 @@ venv/
 instance/
 *.sqlite
 *.log
+
+# local backup/runtime clutter
+backups/
+run/
+backup_pre_*/
+*.bak.*
+backend/app.py.fix_indent_backup

PROJECT_STATE.md

@@ -1,32 +1,26 @@
 Project: OTB Billing
-Version: v0.4.0
+Version: v0.4.3
-Last Updated: 2026-03-12
+Last Updated: 2026-03-13
-Status: Stable release checkpoint
+Status: Portal lifecycle complete
 
-Current State:
+Current capabilities:
-- Flask app runs under systemd as otb_billing.service.
+- Admin can enable/disable portal access
-- Service starts through /home/def/otb_billing/run_dev.sh.
+- Admin can generate/reset one-time access codes
-- Runtime environment is loaded from /home/def/otb_billing/.env by the shell wrapper.
+- Admin can send portal invite email
-- App listens on 0.0.0.0:5050 for mintme webfront proxy access.
+- Admin can send portal password reset email
-- /health renders as a styled page.
-- /health.json provides raw machine-readable health data.
-- Aging report is visually acceptable and readable.
-- Reboot persistence confirmed.
 
-Important Paths:
+Client portal features:
-- Project root: /home/def/otb_billing
+- First login via single-use access code
-- App entry: /home/def/otb_billing/backend/app.py
+- Forced password creation
-- Health module: /home/def/otb_billing/backend/health.py
+- Email + password authentication after setup
-- Runtime wrapper: /home/def/otb_billing/run_dev.sh
+- Invoice dashboard
-- Env file: /home/def/otb_billing/.env
+- Invoice detail page
-- Service unit: /etc/systemd/system/otb_billing.service
+- Secure invoice PDF downloads
-- Repo copy of unit: /home/def/otb_billing/deploy/systemd/otb_billing.service
 
-Operations:
+Infrastructure:
-- sudo systemctl status otb_billing
+- Flask backend running via systemd
-- sudo systemctl restart otb_billing
+- MariaDB backend
-- sudo journalctl -u otb_billing -f
+- SMTP email integration
+- Portal domain: portal.outsidethebox.top
+- Billing admin: otb-billing.outsidethebox.top
 
-Release Notes:
-- This version is considered a finished product suitable for normal use.
-- Further work, if any, should be touch-ups and enhancements rather than core stabilization.

README.md

@@ -1,3 +1,53 @@
+## v0.5.0 - 2026-03-14 22:01:59
+
+- Added per-invoice Square payment links
+- Added Square webhook validation and automatic invoice payment application
+- Added duplicate webhook protection
+- Added Square reconciliation page with filters and summary cards
+- Added Accountbook page with today / month / YTD totals
+- Added Accountbook CSV export
+- Added reminder worker logging plus systemd service/timer
+- Confirmed end-to-end automatic Square payment flow updates invoice, payments table, portal state, and email notifications
+
+## v0.4.3 - 2026-03-13
+
+Portal lifecycle features completed.
+
+New functionality:
+- Portal invite email from admin panel
+- Portal password reset email from admin panel
+- Single-use access code behavior clarified and enforced
+- Portal password reset invalidates previous credentials
+- Admin controls for portal enable/disable and code reset
+- Portal access wording updated to reflect single-use token design
+
+Existing functionality confirmed:
+- Client portal login
+- Forced password creation
+- Invoice dashboard
+- Invoice detail view
+- PDF invoice download
+- Deduplicated backend/app.py
+
+This version represents the first **complete client portal credential lifecycle**.
+
+## v0.4.2 - 2026-03-12
+- Deduped backend/app.py and removed duplicated major route/function sections.
+- Removed the text_for_pdf_routes snapshot hack from active runtime path.
+- Added secure portal-safe invoice PDF route.
+- Confirmed portal login, dashboard, invoice detail, invoice itemization, and PDF access flow.
+- This version is the first clean post-dedupe checkpoint.
+
+## v0.4.1 - 2026-03-12
+- Added secure client portal login using email plus one-time access code.
+- Added forced password setup on first portal login.
+- Added client portal dashboard with invoice listing.
+- Added portal invoice detail page.
+- Wired new and editable invoices to create invoice_items automatically.
+- Confirmed live admin edits refresh correctly in client portal views.
+- Polished invoice edit notice bar contrast for dark theme.
+- This version is the pre-refactor savepoint before cleaning duplicate sections in backend/app.py.
+
 - System package dependency note: install `zip` on deployment hosts for release snapshot creation.
 ## v0.4.0 - 2026-03-12
 - Released stable service-managed build of OTB Billing.

VERSION

@@ -1 +1 @@
-v0.4.0
+v0.5.0

docs/db_reset_rebuild_reference.md

@@ -0,0 +1,101 @@
+# OTB Billing Database Reset / Rebuild Reference
+
+This is the current clean rebuild process for the otb_billing database.
+
+Important notes:
+- Base schema is loaded from sql/schema_v0.0.2.sql
+- Some tables are auto-created by the app at runtime
+- Aging report does NOT require its own table
+
+Runtime-created tables:
+- app_settings
+- subscriptions
+- email_log
+
+------------------------------------------------------------
+
+Step 1 — Optional SQL backup
+
+cd /home/def/otb_billing || exit 1
+
+mysqldump -u otb_billing -p'!2Eas678' otb_billing > test-backup-before-reset.sql
+
+------------------------------------------------------------
+
+Step 2 — Drop and recreate the database
+
+cd /home/def/otb_billing || exit 1
+
+sudo mysql <<'SQL'
+DROP DATABASE IF EXISTS otb_billing;
+
+CREATE DATABASE otb_billing
+CHARACTER SET utf8mb4
+COLLATE utf8mb4_unicode_ci;
+
+CREATE USER IF NOT EXISTS 'otb_billing'@'localhost'
+IDENTIFIED BY '!2Eas678';
+
+ALTER USER 'otb_billing'@'localhost'
+IDENTIFIED BY '!2Eas678';
+
+GRANT ALL PRIVILEGES ON otb_billing.* TO 'otb_billing'@'localhost';
+
+FLUSH PRIVILEGES;
+SQL
+
+------------------------------------------------------------
+
+Step 3 — Reload base schema
+
+cd /home/def/otb_billing || exit 1
+
+mysql -u otb_billing -p'!2Eas678' otb_billing < sql/schema_v0.0.2.sql
+
+------------------------------------------------------------
+
+Step 4 — Start the app
+
+cd /home/def/otb_billing || exit 1
+
+./run_dev.sh
+
+------------------------------------------------------------
+
+Step 5 — Trigger runtime-created tables
+
+Open these pages once:
+
+/settings
+/subscriptions
+
+To create email_log send one test email.
+
+------------------------------------------------------------
+
+Step 6 — Verify rebuild worked
+
+cd /home/def/otb_billing || exit 1
+
+mysql -u otb_billing -p'!2Eas678' -D otb_billing -e "
+SHOW TABLES;
+
+SELECT COUNT(*) AS clients FROM clients;
+SELECT COUNT(*) AS invoices FROM invoices;
+SELECT COUNT(*) AS payments FROM payments;
+SELECT COUNT(*) AS services FROM services;
+SELECT COUNT(*) AS credit_ledger FROM credit_ledger;
+"
+
+------------------------------------------------------------
+
+Expected key tables
+
+clients
+services
+invoices
+payments
+credit_ledger
+app_settings
+subscriptions
+email_log

scripts/invoice_reminder_worker.py

@@ -0,0 +1,123 @@
+#!/usr/bin/env python3
+
+
+import sys
+import os
+from datetime import datetime, timedelta
+from dotenv import load_dotenv
+
+# load same environment config as Flask
+load_dotenv("/home/def/otb_billing/.env")
+
+sys.path.append("/home/def/otb_billing/backend")
+
+from app import get_db_connection, send_configured_email, recalc_invoice_totals
+
+
+REMINDER_DAYS = 7
+OVERDUE_DAYS = 14
+
+
+def main():
+    print(f"[{datetime.now().isoformat()}] invoice_reminder_worker starting")
+    checked_count = 0
+    reminder_sent_count = 0
+    overdue_sent_count = 0
+    skipped_count = 0
+    conn = get_db_connection()
+    cursor = conn.cursor(dictionary=True)
+
+    now = datetime.utcnow()
+
+    cursor.execute("""
+        SELECT
+            i.id,
+            i.invoice_number,
+            i.created_at,
+            i.client_id,
+            c.email,
+            c.company_name,
+            c.contact_name
+        FROM invoices i
+        JOIN clients c ON c.id = i.client_id
+        WHERE i.status IN ('pending','sent')
+    """)
+
+    invoices = cursor.fetchall()
+
+    for inv in invoices:
+        age = (now - inv["created_at"]).days
+
+        email = inv["email"]
+        if not email:
+            continue
+
+        name = inv.get("contact_name") or inv.get("company_name") or "Client"
+
+        portal_url = f"https://portal.outsidethebox.top/portal/invoice/{inv['id']}"
+
+        if age >= OVERDUE_DAYS:
+
+            subject = f"Invoice {inv['invoice_number']} is overdue"
+
+            body = f"""
+Hello {name},
+
+Invoice {inv['invoice_number']} is now overdue.
+
+Amount Due:
+{recalc_invoice_totals(inv['id'])['total']}
+
+View invoice:
+{portal_url}
+
+Please arrange payment at your earliest convenience.
+
+OutsideTheBox
+"""
+
+            send_configured_email(
+                to_email=email,
+                subject=subject,
+                body=body,
+                attachments=None,
+                email_type="invoice_overdue",
+                invoice_id=inv["id"]
+            )
+
+        elif age >= REMINDER_DAYS:
+
+            subject = f"Invoice {inv['invoice_number']} reminder"
+
+            body = f"""
+Hello {name},
+
+This is a reminder that invoice {inv['invoice_number']} is still outstanding.
+
+Amount Due:
+{recalc_invoice_totals(inv['id'])['total']}
+
+View invoice:
+{portal_url}
+
+Thank you.
+
+OutsideTheBox
+"""
+
+            send_configured_email(
+                to_email=email,
+                subject=subject,
+                body=body,
+                attachments=None,
+                email_type="invoice_reminder",
+                invoice_id=inv["id"]
+            )
+
+    conn.close()
+
+
+    print(f"[{datetime.now().isoformat()}] checked={checked_count} reminders_sent={reminder_sent_count} overdue_sent={overdue_sent_count} skipped={skipped_count}")
+
+if __name__ == "__main__":
+    main()

scripts/invoice_reminder_worker.py.bak_20260313-035553

@@ -0,0 +1,110 @@
+#!/usr/bin/env python3
+
+import sys
+from datetime import datetime, timedelta
+
+sys.path.append("/home/def/otb_billing/backend")
+
+from app import get_db_connection, send_configured_email
+
+REMINDER_DAYS = 7
+OVERDUE_DAYS = 14
+
+
+def main():
+    conn = get_db_connection()
+    cursor = conn.cursor(dictionary=True)
+
+    now = datetime.utcnow()
+
+    cursor.execute("""
+        SELECT
+            i.id,
+            i.invoice_number,
+            i.created_at,
+            i.total,
+            i.client_id,
+            c.email,
+            c.company_name,
+            c.contact_name
+        FROM invoices i
+        JOIN clients c ON c.id = i.client_id
+        WHERE i.status IN ('pending','sent')
+    """)
+
+    invoices = cursor.fetchall()
+
+    for inv in invoices:
+        age = (now - inv["created_at"]).days
+
+        email = inv["email"]
+        if not email:
+            continue
+
+        name = inv.get("contact_name") or inv.get("company_name") or "Client"
+
+        portal_url = f"https://portal.outsidethebox.top/portal/invoice/{inv['id']}"
+
+        if age >= OVERDUE_DAYS:
+
+            subject = f"Invoice {inv['invoice_number']} is overdue"
+
+            body = f"""
+Hello {name},
+
+Invoice {inv['invoice_number']} is now overdue.
+
+Amount Due:
+{inv['total']}
+
+View invoice:
+{portal_url}
+
+Please arrange payment at your earliest convenience.
+
+OutsideTheBox
+"""
+
+            send_configured_email(
+                to_email=email,
+                subject=subject,
+                body=body,
+                attachments=None,
+                email_type="invoice_overdue",
+                invoice_id=inv["id"]
+            )
+
+        elif age >= REMINDER_DAYS:
+
+            subject = f"Invoice {inv['invoice_number']} reminder"
+
+            body = f"""
+Hello {name},
+
+This is a reminder that invoice {inv['invoice_number']} is still outstanding.
+
+Amount Due:
+{inv['total']}
+
+View invoice:
+{portal_url}
+
+Thank you.
+
+OutsideTheBox
+"""
+
+            send_configured_email(
+                to_email=email,
+                subject=subject,
+                body=body,
+                attachments=None,
+                email_type="invoice_reminder",
+                invoice_id=inv["id"]
+            )
+
+    conn.close()
+
+
+if __name__ == "__main__":
+    main()

scripts/invoice_reminder_worker.py.bak_20260313-035724

@@ -0,0 +1,117 @@
+#!/usr/bin/env python3
+
+
+import sys
+import os
+from datetime import datetime, timedelta
+from dotenv import load_dotenv
+
+# load same environment config as Flask
+load_dotenv("/home/def/otb_billing/.env")
+
+sys.path.append("/home/def/otb_billing/backend")
+
+from app import get_db_connection, send_configured_email
+
+
+REMINDER_DAYS = 7
+OVERDUE_DAYS = 14
+
+
+def main():
+    conn = get_db_connection()
+    cursor = conn.cursor(dictionary=True)
+
+    now = datetime.utcnow()
+
+    cursor.execute("""
+        SELECT
+            i.id,
+            i.invoice_number,
+            i.created_at,
+            i.total,
+            i.client_id,
+            c.email,
+            c.company_name,
+            c.contact_name
+        FROM invoices i
+        JOIN clients c ON c.id = i.client_id
+        WHERE i.status IN ('pending','sent')
+    """)
+
+    invoices = cursor.fetchall()
+
+    for inv in invoices:
+        age = (now - inv["created_at"]).days
+
+        email = inv["email"]
+        if not email:
+            continue
+
+        name = inv.get("contact_name") or inv.get("company_name") or "Client"
+
+        portal_url = f"https://portal.outsidethebox.top/portal/invoice/{inv['id']}"
+
+        if age >= OVERDUE_DAYS:
+
+            subject = f"Invoice {inv['invoice_number']} is overdue"
+
+            body = f"""
+Hello {name},
+
+Invoice {inv['invoice_number']} is now overdue.
+
+Amount Due:
+{inv['total']}
+
+View invoice:
+{portal_url}
+
+Please arrange payment at your earliest convenience.
+
+OutsideTheBox
+"""
+
+            send_configured_email(
+                to_email=email,
+                subject=subject,
+                body=body,
+                attachments=None,
+                email_type="invoice_overdue",
+                invoice_id=inv["id"]
+            )
+
+        elif age >= REMINDER_DAYS:
+
+            subject = f"Invoice {inv['invoice_number']} reminder"
+
+            body = f"""
+Hello {name},
+
+This is a reminder that invoice {inv['invoice_number']} is still outstanding.
+
+Amount Due:
+{inv['total']}
+
+View invoice:
+{portal_url}
+
+Thank you.
+
+OutsideTheBox
+"""
+
+            send_configured_email(
+                to_email=email,
+                subject=subject,
+                body=body,
+                attachments=None,
+                email_type="invoice_reminder",
+                invoice_id=inv["id"]
+            )
+
+    conn.close()
+
+
+if __name__ == "__main__":
+    main()

scripts/invoice_reminder_worker.py.bak_20260313-041145

@@ -0,0 +1,116 @@
+#!/usr/bin/env python3
+
+
+import sys
+import os
+from datetime import datetime, timedelta
+from dotenv import load_dotenv
+
+# load same environment config as Flask
+load_dotenv("/home/def/otb_billing/.env")
+
+sys.path.append("/home/def/otb_billing/backend")
+
+from app import get_db_connection, send_configured_email
+
+
+REMINDER_DAYS = 7
+OVERDUE_DAYS = 14
+
+
+def main():
+    conn = get_db_connection()
+    cursor = conn.cursor(dictionary=True)
+
+    now = datetime.utcnow()
+
+    cursor.execute("""
+        SELECT
+            i.id,
+            i.invoice_number,
+            i.created_at,
+            i.client_id,
+            c.email,
+            c.company_name,
+            c.contact_name
+        FROM invoices i
+        JOIN clients c ON c.id = i.client_id
+        WHERE i.status IN ('pending','sent')
+    """)
+
+    invoices = cursor.fetchall()
+
+    for inv in invoices:
+        age = (now - inv["created_at"]).days
+
+        email = inv["email"]
+        if not email:
+            continue
+
+        name = inv.get("contact_name") or inv.get("company_name") or "Client"
+
+        portal_url = f"https://portal.outsidethebox.top/portal/invoice/{inv['id']}"
+
+        if age >= OVERDUE_DAYS:
+
+            subject = f"Invoice {inv['invoice_number']} is overdue"
+
+            body = f"""
+Hello {name},
+
+Invoice {inv['invoice_number']} is now overdue.
+
+Amount Due:
+Invoice amount available in portal
+
+View invoice:
+{portal_url}
+
+Please arrange payment at your earliest convenience.
+
+OutsideTheBox
+"""
+
+            send_configured_email(
+                to_email=email,
+                subject=subject,
+                body=body,
+                attachments=None,
+                email_type="invoice_overdue",
+                invoice_id=inv["id"]
+            )
+
+        elif age >= REMINDER_DAYS:
+
+            subject = f"Invoice {inv['invoice_number']} reminder"
+
+            body = f"""
+Hello {name},
+
+This is a reminder that invoice {inv['invoice_number']} is still outstanding.
+
+Amount Due:
+Invoice amount available in portal
+
+View invoice:
+{portal_url}
+
+Thank you.
+
+OutsideTheBox
+"""
+
+            send_configured_email(
+                to_email=email,
+                subject=subject,
+                body=body,
+                attachments=None,
+                email_type="invoice_reminder",
+                invoice_id=inv["id"]
+            )
+
+    conn.close()
+
+
+if __name__ == "__main__":
+    main()

sql/schema_v0.0.2.sql

@@ -68,6 +68,10 @@ CREATE TABLE invoices (
     total_amount DECIMAL(18,8) NOT NULL DEFAULT 0.00000000,
     amount_paid DECIMAL(18,8) NOT NULL DEFAULT 0.00000000,
     status ENUM('draft','pending','paid','partial','overdue','cancelled') NOT NULL DEFAULT 'draft',
+    quote_fiat_amount DECIMAL(18,8) DEFAULT NULL,
+    quote_fiat_currency VARCHAR(16) DEFAULT NULL,
+    quote_expires_at DATETIME DEFAULT NULL,
+    oracle_snapshot LONGTEXT DEFAULT NULL,
     issued_at DATETIME DEFAULT NULL,
     due_at DATETIME DEFAULT NULL,
     paid_at DATETIME DEFAULT NULL,

templates/base.html

@@ -4,6 +4,7 @@
 <meta charset="utf-8">
 <title>{{ page_title }}</title>
 <link rel="stylesheet" href="/static/css/style.css">
+    <link rel="icon" type="image/png" href="/static/favicon.png">
 </head>
 
 <body>

templates/clients/edit.html

@@ -2,6 +2,7 @@
 <html>
 <head>
 <title>Edit Client</title>
+    <link rel="icon" type="image/png" href="/static/favicon.png">
 </head>
 
 <body>
@@ -76,6 +77,79 @@ Notes<br>
 
 </form>
 
+
+<div style="margin-top:1.5rem;padding:1rem;border:1px solid rgba(255,255,255,0.16);border-radius:12px;background:rgba(255,255,255,0.03);">
+    <h3 style="margin-top:0;">Portal Access</h3>
+
+    <div style="margin-bottom:1rem;line-height:1.6;">
+        <div><strong>Portal Enabled:</strong> {{ "Yes" if client.portal_enabled else "No" }}</div>
+        <div><strong>Current Access Code:</strong> {{ client.portal_access_code or "Not set" }}</div>
+        <div><strong>Password Set At:</strong> {{ client.portal_password_set_at or "Not set" }}</div>
+        <div><strong>Access Code Created At:</strong> {{ client.portal_access_code_created_at or "Not set" }}</div>
+        <div><strong>Last Portal Login:</strong> {{ client.portal_last_login_at or "Never" }}</div>
+    </div>
+
+
+
+    {% if request.args.get("portal_reset_status") == "sent" %}
+    <div style="margin-top:0.75rem;margin-bottom:0.75rem;padding:0.85rem 1rem;border-radius:10px;border:1px solid rgba(80,200,120,0.35);background:rgba(80,200,120,0.10);color:#d8ffe2;">
+        Portal password reset email sent successfully.
+    </div>
+    {% elif request.args.get("portal_reset_status") == "missing_email" %}
+    <div style="margin-top:0.75rem;margin-bottom:0.75rem;padding:0.85rem 1rem;border-radius:10px;border:1px solid rgba(255,180,80,0.35);background:rgba(255,180,80,0.10);color:#ffe7c2;">
+        Portal password reset email was not sent because this client does not have an email address on file.
+    </div>
+    {% elif request.args.get("portal_reset_status") == "error" %}
+    <div style="margin-top:0.75rem;margin-bottom:0.75rem;padding:0.85rem 1rem;border-radius:10px;border:1px solid rgba(255,100,100,0.35);background:rgba(255,100,100,0.10);color:#ffd1d1;">
+        Portal password reset email could not be sent. Check SMTP settings and server logs.
+    </div>
+    {% endif %}
+
+    {% if request.args.get("portal_email_status") == "sent" %}
+    <div style="margin-top:0.75rem;margin-bottom:0.75rem;padding:0.85rem 1rem;border-radius:10px;border:1px solid rgba(80,200,120,0.35);background:rgba(80,200,120,0.10);color:#d8ffe2;">
+        Portal invite email sent successfully.
+    </div>
+    {% elif request.args.get("portal_email_status") == "missing_email" %}
+    <div style="margin-top:0.75rem;margin-bottom:0.75rem;padding:0.85rem 1rem;border-radius:10px;border:1px solid rgba(255,180,80,0.35);background:rgba(255,180,80,0.10);color:#ffe7c2;">
+        Portal invite email was not sent because this client does not have an email address on file.
+    </div>
+    {% elif request.args.get("portal_email_status") == "error" %}
+    <div style="margin-top:0.75rem;margin-bottom:0.75rem;padding:0.85rem 1rem;border-radius:10px;border:1px solid rgba(255,100,100,0.35);background:rgba(255,100,100,0.10);color:#ffd1d1;">
+        Portal invite email could not be sent. Check SMTP settings and server logs.
+    </div>
+    {% endif %}
+
+    <div style="display:flex;gap:0.75rem;flex-wrap:wrap;margin-bottom:0.75rem;">
+        {% if client.portal_enabled %}
+        <form method="post" action="/clients/portal/disable/{{ client.id }}" style="margin:0;">
+            <button type="submit">Disable Portal</button>
+        </form>
+        {% else %}
+        <form method="post" action="/clients/portal/enable/{{ client.id }}" style="margin:0;">
+            <button type="submit">Enable Portal</button>
+        </form>
+        {% endif %}
+
+        <form method="post" action="/clients/portal/reset-code/{{ client.id }}" style="margin:0;">
+            <button type="submit">Generate / Reset Access Code</button>
+        </form>
+
+        <form method="post" action="/clients/portal/send-invite/{{ client.id }}" style="margin:0;">
+            <button type="submit">Send Portal Invite Email</button>
+        </form>
+
+        <form method="post" action="/clients/portal/send-password-reset/{{ client.id }}" style="margin:0;">
+            <button type="submit">Send Password Reset Email</button>
+        </form>
+    </div>
+
+    <div style="font-size:0.95rem;opacity:0.9;">
+        Resetting the access code disables the current portal password and forces the client to set a new password on next login.
+        The portal access code is intended as a one-time access token and is cleared after successful password setup.
+    </div>
+</div>
+
+
 {% include "footer.html" %}
 </body>
 </html>

templates/clients/list.html

@@ -3,6 +3,7 @@
 <head>
 <title>Clients</title>
 <meta name="viewport" content="width=device-width, initial-scale=1">
+    <link rel="icon" type="image/png" href="/static/favicon.png">
 </head>
 <body>
 

templates/clients/new.html

@@ -2,6 +2,7 @@
 <html>
 <head>
 <title>New Client</title>
+    <link rel="icon" type="image/png" href="/static/favicon.png">
 </head>
 
 <body>

templates/credits/add.html

@@ -2,6 +2,7 @@
 <html>
 <head>
 <title>Add Credit</title>
+    <link rel="icon" type="image/png" href="/static/favicon.png">
 </head>
 <body>
 

templates/credits/list.html

@@ -2,6 +2,7 @@
 <html>
 <head>
 <title>Client Credit Ledger</title>
+    <link rel="icon" type="image/png" href="/static/favicon.png">
 </head>
 <body>
 

templates/dashboard.html

@@ -3,6 +3,7 @@
 <head>
 <title>OTB Billing Dashboard</title>
 <meta name="viewport" content="width=device-width, initial-scale=1">
+    <link rel="icon" type="image/png" href="/static/favicon.png">
 </head>
 <body>
 
@@ -32,12 +33,14 @@
         <a href="/services">Services</a>
         <a href="/invoices">Invoices</a>
         <a href="/payments">Payments</a>
+        <a href="/accountbook">Accountbook</a>
+        <a href="/square/reconciliation">Square Reconciliation</a>
         <a href="/subscriptions">Subscriptions</a>
         <a href="/reports/revenue">Revenue Report</a>
         <a href="/reports/aging">Aging Report</a>
         <a href="/reports/accounting-package.zip">Monthly Accounting Package</a>
         <a href="/settings">Settings / Config</a>
-        <a href="/dbtest">DB Test</a>
+        <a href="/health">Health</a>
     </div>
 
     <form method="post" action="/reports/accounting-package/email" style="margin:0 0 16px 0;">

templates/health.html

@@ -4,7 +4,7 @@
     <meta charset="UTF-8">
     <meta name="viewport" content="width=device-width, initial-scale=1.0">
     <title>System Health - OTB Billing</title>
-    <link rel="stylesheet" href="/static/style.css">
+    <link rel="stylesheet" href="/static/css/style.css">
     <style>
         .page-wrap {
             padding: 1.5rem;
@@ -66,6 +66,7 @@
             word-break: break-word;
         }
     </style>
+    <link rel="icon" type="image/png" href="/static/favicon.png">
 </head>
 <body>
 <div class="page-wrap">

templates/invoices/edit.html

@@ -37,6 +37,7 @@
     margin-bottom: 15px;
 }
 </style>
+    <link rel="icon" type="image/png" href="/static/favicon.png">
 </head>
 
 <body>
@@ -64,8 +65,10 @@
 </div>
 {% else %}
 <div class="info-box">
+    <span style="color:#10203f !important;">
         <strong>Manual status choices are limited to:</strong> draft, pending, or cancelled.<br>
         Partial, paid, and overdue are system-managed from payment activity and due dates.
+    </span>
 </div>
 {% endif %}
 

templates/invoices/list.html

@@ -53,6 +53,7 @@ select {
     flex-wrap: wrap;
 }
 </style>
+    <link rel="icon" type="image/png" href="/static/favicon.png">
 </head>
 
 <body>
@@ -129,6 +130,7 @@ select {
 <th>Paid</th>
 <th>Remaining</th>
 <th>Status</th>
+<th>Paid Via</th>
 <th>Issued</th>
 <th>Due</th>
 <th>Actions</th>
@@ -146,6 +148,7 @@ select {
 <td>
     <span class="status-badge status-{{ i.status }}">{{ i.status }}</span>
 </td>
+<td>{{ i.paid_via or "-" }}</td>
 <td>{{ i.issued_at|localtime }}</td>
 <td>{{ i.due_at|localtime }}</td>
 <td>

templates/invoices/new.html

@@ -2,6 +2,7 @@
 <html>
 <head>
 <title>New Invoice</title>
+    <link rel="icon" type="image/png" href="/static/favicon.png">
 </head>
 
 <body>

templates/invoices/print_batch.html

@@ -101,6 +101,7 @@ body {
     }
 }
 </style>
+    <link rel="icon" type="image/png" href="/static/favicon.png">
 </head>
 <body>
 

templates/invoices/view.html

@@ -95,6 +95,7 @@ body {
     }
 }
 </style>
+    <link rel="icon" type="image/png" href="/static/favicon.png">
 </head>
 <body>
 
@@ -215,6 +216,39 @@ body {
     </div>
     {% endif %}
 
+    {% if invoice_payments %}
+    <div class="notes-box">
+        <strong>Payments Applied</strong><br><br>
+        <table class="summary-table">
+            <tr>
+                <th>Method</th>
+                <th>Amount</th>
+                <th>Status</th>
+                <th>Received</th>
+                <th>Reference / TXID</th>
+            </tr>
+            {% for p in invoice_payments %}
+            <tr>
+                <td>{{ p.payment_method_label }}</td>
+                <td>{{ p.payment_amount_display }} {{ p.payment_currency }}</td>
+                <td>{{ p.payment_status }}</td>
+                <td>{{ p.received_at_local }}</td>
+                <td>
+                    {% if p.txid %}
+                        {{ p.txid }}
+                    {% elif p.reference %}
+                        {{ p.reference }}
+                    {% else %}
+                        -
+                    {% endif %}
+                    {% if p.wallet_address %}<br><small>Wallet: {{ p.wallet_address }}</small>{% endif %}
+                </td>
+            </tr>
+            {% endfor %}
+        </table>
+    </div>
+    {% endif %}
+
     {% if settings.payment_terms %}
     <div class="notes-box">
         <strong>Payment Terms</strong><br><br>
@@ -231,5 +265,57 @@ body {
 </div>
 
 {% include "footer.html" %}
+
+<hr>
+
+<h3>Payment Instructions</h3>
+
+<p><strong>Interac e-Transfer</strong><br>
+Send payment to:<br>
+payment@outsidethebox.top<br>
+Reference: Invoice {{ invoice.invoice_number or ("INV-" ~ invoice.id) }}
+</p>
+
+<p><strong>Credit Card (Square)</strong><br>
+
+<br><br>
+
+<p><strong>Credit Card (Square)</strong></p>
+
+<a href="https://square.link/u/H0cimZku" target="_blank"
+style="
+display:inline-block;
+padding:12px 18px;
+background:#28a745;
+color:white;
+text-decoration:none;
+border-radius:6px;
+font-weight:bold;
+">
+Pay with Card (Square)
+</a>
+
+<p style="font-size:12px;color:#666;margin-top:6px;">
+You will be redirected to Square's secure payment page.
+Please include your invoice number in the payment note.
+</p>
+</p>
+
+<p>
+If you have questions please contact
+<a href="mailto:support@outsidethebox.top">support@outsidethebox.top</a>
+</p>
+
+
+
+<div style="margin-top:1rem;">
+    {% if (invoice.status or "")|lower != "paid" %}
+    <a href="/invoices/pay-square/{{ invoice.id }}" target="_blank" rel="noopener noreferrer"
+       style="display:inline-block;padding:10px 16px;background:#16a34a;color:#fff;text-decoration:none;border-radius:8px;font-weight:700;">
+       Pay Now (Square)
+    </a>
+    {% endif %}
+</div>
+
 </body>
 </html>

templates/invoices/view.html.square_button_20260313-055733.bak

@@ -0,0 +1,256 @@
+<!doctype html>
+<html>
+<head>
+<title>Invoice {{ invoice.invoice_number }}</title>
+<style>
+body {
+    font-family: Arial, sans-serif;
+    margin: 30px;
+    color: #111;
+}
+.top-links {
+    margin-bottom: 20px;
+}
+.top-links a {
+    margin-right: 15px;
+}
+.invoice-wrap {
+    max-width: 900px;
+}
+.header-row {
+    display: flex;
+    justify-content: space-between;
+    align-items: flex-start;
+    margin-bottom: 25px;
+}
+.title-box h1 {
+    margin: 0 0 8px 0;
+}
+.status-badge {
+    display: inline-block;
+    padding: 4px 10px;
+    border-radius: 999px;
+    font-size: 12px;
+    font-weight: bold;
+    text-transform: uppercase;
+}
+.status-draft { background: #e5e7eb; color: #111827; }
+.status-pending { background: #dbeafe; color: #1d4ed8; }
+.status-partial { background: #fef3c7; color: #92400e; }
+.status-paid { background: #dcfce7; color: #166534; }
+.status-overdue { background: #fee2e2; color: #991b1b; }
+.status-cancelled { background: #e5e7eb; color: #4b5563; }
+
+.info-grid {
+    display: grid;
+    grid-template-columns: 1fr 1fr;
+    gap: 30px;
+    margin-bottom: 25px;
+}
+.info-card {
+    border: 1px solid #ccc;
+    padding: 15px;
+}
+.info-card h3 {
+    margin-top: 0;
+}
+.summary-table,
+.total-table {
+    width: 100%;
+    border-collapse: collapse;
+    margin-bottom: 25px;
+}
+.summary-table th,
+.summary-table td,
+.total-table th,
+.total-table td {
+    border: 1px solid #ccc;
+    padding: 10px;
+    text-align: left;
+}
+.total-table {
+    max-width: 420px;
+    margin-left: auto;
+}
+.notes-box {
+    border: 1px solid #ccc;
+    padding: 15px;
+    white-space: pre-wrap;
+    margin-top: 20px;
+}
+.print-only {
+    display: none;
+}
+@media print {
+    .top-links,
+    .screen-only,
+    footer {
+        display: none !important;
+    }
+    .print-only {
+        display: block;
+    }
+    body {
+        margin: 0;
+    }
+}
+</style>
+    <link rel="icon" type="image/png" href="/static/favicon.png">
+</head>
+<body>
+
+<div class="invoice-wrap">
+    {% if request.args.get('email_sent') == '1' %}
+    <div style="border:1px solid #166534;background:#dcfce7;padding:10px;margin-bottom:15px;">
+        Invoice email sent successfully.
+    </div>
+    {% endif %}
+    {% if request.args.get('email_failed') == '1' %}
+    <div style="border:1px solid #991b1b;background:#fee2e2;padding:10px;margin-bottom:15px;">
+        Invoice email failed. Check SMTP settings or server log.
+    </div>
+    {% endif %}
+    <div class="top-links screen-only">
+        <a href="/">Home</a>
+        <a href="/invoices">Back to Invoices</a>
+        <a href="/invoices/edit/{{ invoice.id }}">Edit Invoice</a>
+        <a href="#" onclick="window.print(); return false;">Print</a>
+        <a href="/invoices/pdf/{{ invoice.id }}">PDF</a>
+        {% if invoice.email %}
+        <form method="post" action="/invoices/email/{{ invoice.id }}" style="display:inline;">
+            <button type="submit">Send Email</button>
+        </form>
+        {% endif %}
+    </div>
+
+    <div class="header-row">
+
+{% if settings.business_logo_url %}
+<img src="{{ settings.business_logo_url }}" style="height:70px;margin-bottom:10px;">
+{% endif %}
+
+        <div class="title-box">
+            <h1>Invoice {{ invoice.invoice_number }}</h1>
+            <span class="status-badge status-{{ invoice.status }}">{{ invoice.status }}</span>
+        </div>
+        <div style="text-align:right;">
+            <strong>{{ settings.business_name or 'OTB Billing' }}</strong><br>
+            {{ settings.business_tagline or '' }}<br>
+            {% if settings.business_address %}{{ settings.business_address }}<br>{% endif %}
+            {% if settings.business_email %}{{ settings.business_email }}<br>{% endif %}
+            {% if settings.business_phone %}{{ settings.business_phone }}<br>{% endif %}
+            {% if settings.business_website %}{{ settings.business_website }}{% endif %}
+        </div>
+    </div>
+
+    <div class="info-grid">
+        <div class="info-card">
+            <h3>Bill To</h3>
+            <strong>{{ invoice.company_name }}</strong><br>
+            {% if invoice.contact_name %}{{ invoice.contact_name }}<br>{% endif %}
+            {% if invoice.email %}{{ invoice.email }}<br>{% endif %}
+            {% if invoice.phone %}{{ invoice.phone }}<br>{% endif %}
+            Client Code: {{ invoice.client_code }}
+        </div>
+
+        <div class="info-card">
+            <h3>Invoice Details</h3>
+            Invoice #: {{ invoice.invoice_number }}<br>
+            Issued: {{ invoice.issued_at|localtime }}<br>
+            Due: {{ invoice.due_at|localtime }}<br>
+            {% if invoice.paid_at %}Paid: {{ invoice.paid_at|localtime }}<br>{% endif %}
+            Currency: {{ invoice.currency_code }}<br>
+            {% if settings.tax_number %}{{ settings.tax_label or 'Tax' }} Number: {{ settings.tax_number }}<br>{% endif %}
+            {% if settings.business_number %}Business Number: {{ settings.business_number }}{% endif %}
+        </div>
+    </div>
+
+    <table class="summary-table">
+        <tr>
+            <th>Service Code</th>
+            <th>Service</th>
+            <th>Description</th>
+            <th>Total</th>
+        </tr>
+        <tr>
+            <td>{{ invoice.service_code or '-' }}</td>
+            <td>{{ invoice.service_name or '-' }}</td>
+            <td>{{ invoice.notes or '-' }}</td>
+            <td>{{ invoice.total_amount|money(invoice.currency_code) }} {{ invoice.currency_code }}</td>
+        </tr>
+    </table>
+
+    <table class="total-table">
+        <tr>
+            <th>Subtotal</th>
+            <td>{{ invoice.subtotal_amount|money(invoice.currency_code) }} {{ invoice.currency_code }}</td>
+        </tr>
+        <tr>
+            <th>{{ settings.tax_label or 'Tax' }}</th>
+            <td>{{ invoice.tax_amount|money(invoice.currency_code) }} {{ invoice.currency_code }}</td>
+        </tr>
+        <tr>
+            <th>Total</th>
+            <td><strong>{{ invoice.total_amount|money(invoice.currency_code) }} {{ invoice.currency_code }}</strong></td>
+        </tr>
+        <tr>
+            <th>Paid</th>
+            <td>{{ invoice.amount_paid|money(invoice.currency_code) }} {{ invoice.currency_code }}</td>
+        </tr>
+        <tr>
+            <th>Remaining</th>
+            <td>{{ (invoice.total_amount - invoice.amount_paid)|money(invoice.currency_code) }} {{ invoice.currency_code }}</td>
+        </tr>
+    </table>
+
+    {% if latest_email_log %}
+    <div class="notes-box">
+        <strong>Latest Email Activity</strong><br><br>
+        Status: {{ latest_email_log.status }}<br>
+        Recipient: {{ latest_email_log.recipient_email }}<br>
+        Subject: {{ latest_email_log.subject }}<br>
+        Sent At: {{ latest_email_log.sent_at|localtime }}<br>
+        {% if latest_email_log.error_message %}
+        Error: {{ latest_email_log.error_message }}
+        {% endif %}
+    </div>
+    {% endif %}
+
+    {% if settings.payment_terms %}
+    <div class="notes-box">
+        <strong>Payment Terms</strong><br><br>
+        {{ settings.payment_terms }}
+    </div>
+    {% endif %}
+
+    {% if settings.invoice_footer %}
+    <div class="notes-box">
+        <strong>Footer</strong><br><br>
+        {{ settings.invoice_footer }}
+    </div>
+    {% endif %}
+</div>
+
+{% include "footer.html" %}
+
+<hr>
+
+<h3>Payment Instructions</h3>
+
+<p><strong>Interac e-Transfer</strong><br>
+Send payment to:<br>
+payment@outsidethebox.top<br>
+Reference: Invoice {{ invoice.invoice_number or ("INV-" ~ invoice.id) }}
+</p>
+
+<p><strong>Credit Card (Square)</strong><br>
+Contact us for a secure Square payment link.</p>
+
+<p>
+If you have questions please contact
+<a href="mailto:support@outsidethebox.top">support@outsidethebox.top</a>
+</p>
+
+
+</body>
+</html>

templates/payments/edit.html

@@ -21,6 +21,7 @@
     margin-bottom: 15px;
 }
 </style>
+    <link rel="icon" type="image/png" href="/static/favicon.png">
 </head>
 <body>
 

templates/payments/list.html

@@ -46,6 +46,7 @@
     opacity: 0.9;
 }
 </style>
+    <link rel="icon" type="image/png" href="/static/favicon.png">
 </head>
 <body>
 

templates/payments/new.html

@@ -21,6 +21,7 @@
     margin-bottom: 15px;
 }
 </style>
+    <link rel="icon" type="image/png" href="/static/favicon.png">
 </head>
 <body>
 

templates/portal_dashboard.html

@@ -0,0 +1,162 @@
+<!DOCTYPE html>
+<html lang="en">
+<head>
+    <meta charset="UTF-8">
+    <meta name="viewport" content="width=device-width, initial-scale=1.0">
+    <title>Client Dashboard - OutsideTheBox</title>
+    <link rel="stylesheet" href="/static/css/style.css">
+    <style>
+        .portal-wrap { max-width: 1100px; margin: 2rem auto; padding: 1.25rem; }
+        .portal-top {
+            display:flex; justify-content:space-between; align-items:center; gap:1rem; flex-wrap:wrap;
+            margin-bottom: 1rem;
+        }
+        .portal-actions a {
+            margin-left: 0.75rem;
+            text-decoration: underline;
+        }
+        .summary-grid {
+            display:grid;
+            grid-template-columns: repeat(auto-fit, minmax(220px, 1fr));
+            gap:1rem;
+            margin: 1rem 0 1.25rem 0;
+        }
+        .summary-card {
+            border: 1px solid rgba(255,255,255,0.16);
+            border-radius: 14px;
+            padding: 1rem;
+            background: rgba(255,255,255,0.03);
+        }
+        .summary-card h3 { margin-top:0; margin-bottom:0.4rem; }
+        table.portal-table {
+            width: 100%;
+            border-collapse: collapse;
+        }
+        table.portal-table th, table.portal-table td {
+            padding: 0.8rem;
+            border-bottom: 1px solid rgba(255,255,255,0.12);
+            text-align: left;
+        }
+        table.portal-table th {
+            background: #e9eef7;
+            color: #10203f;
+        }
+        .invoice-link {
+            color: inherit;
+            text-decoration: underline;
+            font-weight: 600;
+        }
+        .status-badge {
+            display: inline-block;
+            padding: 0.18rem 0.55rem;
+            border-radius: 999px;
+            font-size: 0.86rem;
+            font-weight: 700;
+        }
+        .status-paid {
+            background: rgba(34, 197, 94, 0.18);
+            color: #4ade80;
+        }
+        .status-pending {
+            background: rgba(245, 158, 11, 0.20);
+            color: #fbbf24;
+        }
+        .status-overdue {
+            background: rgba(239, 68, 68, 0.18);
+            color: #f87171;
+        }
+        .status-other {
+            background: rgba(148, 163, 184, 0.20);
+            color: #cbd5e1;
+        }
+    </style>
+    <link rel="icon" type="image/png" href="/static/favicon.png">
+</head>
+<body>
+<div class="portal-wrap">
+    <div class="portal-top">
+        <div>
+            <h1>Client Dashboard</h1>
+            <p>{{ client.company_name or client.contact_name or client.email }}</p>
+        </div>
+        <div class="portal-actions">
+            <a href="/portal/invoices/download-all">Download All Invoices (ZIP)</a>
+            <a href="https://outsidethebox.top/">Home</a>
+            <a href="mailto:support@outsidethebox.top?subject=Portal%20Support">Contact Support</a>
+            <a href="/portal/logout">Logout</a>
+        </div>
+    </div>
+
+    <div class="summary-grid">
+        <div class="summary-card">
+            <h3>Total Invoices</h3>
+            <div>{{ invoice_count }}</div>
+        </div>
+        <div class="summary-card">
+            <h3>Total Outstanding</h3>
+            <div>{{ total_outstanding }}</div>
+        </div>
+        <div class="summary-card">
+            <h3>Total Paid</h3>
+            <div>{{ total_paid }}</div>
+        </div>
+    </div>
+
+    <h2>Invoices</h2>
+    <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>
+                    {% 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>
+
+
+<script>
+(function() {
+    setTimeout(function() {
+        window.location.reload();
+    }, 20000);
+})();
+</script>
+
+{% include "footer.html" %}
+</body>
+</html>

templates/portal_forgot_password.html

@@ -0,0 +1,82 @@
+<!DOCTYPE html>
+<html lang="en">
+<head>
+    <meta charset="UTF-8">
+    <meta name="viewport" content="width=device-width, initial-scale=1.0">
+    <title>Forgot Portal Password - OutsideTheBox</title>
+    <link rel="stylesheet" href="/static/css/style.css">
+    <style>
+        .portal-wrap { max-width: 760px; margin: 2.5rem auto; padding: 1.5rem; }
+        .portal-card {
+            border: 1px solid rgba(255,255,255,0.16);
+            border-radius: 16px;
+            padding: 1.4rem;
+            background: rgba(255,255,255,0.03);
+            box-shadow: 0 10px 24px rgba(0,0,0,0.18);
+        }
+        .portal-card h1 { margin-top: 0; margin-bottom: 0.45rem; }
+        .portal-sub { opacity: 0.9; margin-bottom: 1.25rem; }
+        .portal-form { display: grid; gap: 0.9rem; }
+        .portal-form label { display: block; font-weight: 600; margin-bottom: 0.35rem; }
+        .portal-form input {
+            width: 100%;
+            padding: 0.8rem 0.9rem;
+            border-radius: 10px;
+            border: 1px solid rgba(255,255,255,0.18);
+            background: rgba(255,255,255,0.05);
+            color: inherit;
+            box-sizing: border-box;
+        }
+        .portal-actions { display: flex; gap: 0.8rem; flex-wrap: wrap; margin-top: 0.4rem; }
+        .portal-btn {
+            display: inline-block;
+            padding: 0.8rem 1rem;
+            border-radius: 10px;
+            text-decoration: none;
+            border: 1px solid rgba(255,255,255,0.18);
+            background: rgba(255,255,255,0.06);
+            color: inherit;
+            cursor: pointer;
+        }
+        .portal-msg {
+            margin-bottom: 1rem;
+            padding: 0.85rem 1rem;
+            border-radius: 10px;
+            border: 1px solid rgba(255,255,255,0.16);
+            background: rgba(255,255,255,0.04);
+        }
+    </style>
+    <link rel="icon" type="image/png" href="/static/favicon.png">
+</head>
+<body>
+<div class="portal-wrap">
+    <div class="portal-card">
+        <h1>Reset Portal Password</h1>
+        <p class="portal-sub">Enter your email address and a new single-use access code will be sent if your account exists.</p>
+
+        {% if error %}
+        <div class="portal-msg">{{ error }}</div>
+        {% endif %}
+
+        {% if message %}
+        <div class="portal-msg">{{ message }}</div>
+        {% endif %}
+
+        <form class="portal-form" method="post" action="/portal/forgot-password">
+            <div>
+                <label for="email">Email Address</label>
+                <input id="email" name="email" type="email" value="{{ form_email or '' }}" required>
+            </div>
+
+            <div class="portal-actions">
+                <button class="portal-btn" type="submit">Send Reset Code</button>
+                <a class="portal-btn" href="/portal">Back to Portal Login</a>
+                <a class="portal-btn" href="mailto:support@outsidethebox.top?subject=Portal%20Support">Contact Support</a>
+            </div>
+        </form>
+    </div>
+</div>
+
+{% include "footer.html" %}
+</body>
+</html>

templates/portal_invoice_detail.html

@@ -0,0 +1,727 @@
+<!DOCTYPE html>
+<html lang="en">
+<head>
+    <meta charset="UTF-8">
+    <meta name="viewport" content="width=device-width, initial-scale=1.0">
+    <title>Invoice Detail - OutsideTheBox</title>
+    <link rel="stylesheet" href="/static/css/style.css">
+    <style>
+        .portal-wrap { max-width: 1100px; margin: 2rem auto; padding: 1.25rem; }
+        .portal-top { display:flex; justify-content:space-between; align-items:center; gap:1rem; flex-wrap:wrap; margin-bottom: 1rem; }
+        .portal-actions a { margin-left: 0.75rem; text-decoration: underline; }
+        .detail-grid { display:grid; grid-template-columns: repeat(auto-fit, minmax(220px, 1fr)); gap:1rem; margin: 1rem 0 1.25rem 0; }
+        .detail-card { border: 1px solid rgba(255,255,255,0.16); border-radius: 14px; padding: 1rem; background: rgba(255,255,255,0.03); margin-bottom: 1rem; }
+        .detail-card h3 { margin-top: 0; margin-bottom: 0.4rem; }
+        table.portal-table { width: 100%; border-collapse: collapse; margin-top: 1rem; }
+        table.portal-table th, table.portal-table td { padding: 0.8rem; border-bottom: 1px solid rgba(255,255,255,0.12); text-align: left; }
+        table.portal-table th { background: #e9eef7; color: #10203f; }
+        .status-badge { display: inline-block; padding: 0.18rem 0.55rem; border-radius: 999px; font-size: 0.86rem; font-weight: 700; }
+        .status-paid { background: rgba(34, 197, 94, 0.18); color: #4ade80; }
+        .status-pending { background: rgba(245, 158, 11, 0.20); color: #fbbf24; }
+        .status-overdue { background: rgba(239, 68, 68, 0.18); color: #f87171; }
+        .status-other { background: rgba(148, 163, 184, 0.20); color: #cbd5e1; }
+
+        .pay-card { border: 1px solid rgba(255,255,255,0.16); border-radius: 14px; padding: 1rem; background: rgba(255,255,255,0.03); margin-top: 1.25rem; }
+        .pay-selector-row { display:flex; gap:0.75rem; align-items:center; flex-wrap:wrap; margin-top:0.75rem; }
+        .pay-selector { padding: 10px 12px; min-width: 220px; border-radius: 8px; }
+        .pay-panel { margin-top: 1rem; padding: 1rem; border: 1px solid rgba(255,255,255,0.12); border-radius: 12px; background: rgba(255,255,255,0.02); }
+        .pay-panel.hidden { display: none; }
+
+        .pay-btn {
+            display:inline-block;
+            padding:12px 18px;
+            color:#ffffff;
+            text-decoration:none;
+            border-radius:8px;
+            font-weight:700;
+            border:none;
+            cursor:pointer;
+            margin:8px 0 0 0;
+        }
+        .pay-btn-square { background:#16a34a; }
+        .pay-btn-wallet { background:#2563eb; }
+        .pay-btn-mobile { background:#7c3aed; }
+        .pay-btn-copy { background:#374151; }
+
+        .error-box { border: 1px solid rgba(239, 68, 68, 0.55); background: rgba(127, 29, 29, 0.22); color: #fecaca; border-radius: 10px; padding: 12px 14px; margin-bottom: 1rem; }
+        .success-box { border: 1px solid rgba(34, 197, 94, 0.55); background: rgba(22, 101, 52, 0.18); color: #dcfce7; border-radius: 10px; padding: 12px 14px; margin-bottom: 1rem; }
+
+        .snapshot-wrap { position: relative; margin-top: 1rem; border: 1px solid rgba(255,255,255,0.14); border-radius: 14px; padding: 1rem; background: rgba(255,255,255,0.02); }
+        .snapshot-header { display:flex; justify-content:space-between; gap:1rem; align-items:flex-start; }
+        .snapshot-meta { flex: 1 1 auto; min-width: 0; line-height: 1.65; }
+        .snapshot-timer-box {
+            width: 220px;
+            min-height: 132px;
+            border: 1px solid rgba(255,255,255,0.16);
+            border-radius: 14px;
+            background: rgba(0,0,0,0.18);
+            display:flex;
+            flex-direction:column;
+            justify-content:center;
+            align-items:center;
+            text-align:center;
+            padding: 0.9rem;
+        }
+        .snapshot-timer-value { font-size: 2rem; font-weight: 800; line-height: 1.1; }
+        .snapshot-timer-label { margin-top: 0.55rem; font-size: 0.95rem; opacity: 0.95; }
+        .snapshot-timer-expired { color: #f87171; }
+
+        .quote-table { width: 100%; border-collapse: collapse; margin-top: 1rem; }
+        .quote-table th, .quote-table td { padding: 0.75rem; border-bottom: 1px solid rgba(255,255,255,0.12); text-align: left; vertical-align: top; }
+        .quote-table th { background: #e9eef7; color: #10203f; }
+        .quote-badge { display: inline-block; padding: 0.14rem 0.48rem; border-radius: 999px; font-size: 0.78rem; font-weight: 700; margin-left: 0.4rem; }
+        .quote-live { background: rgba(34, 197, 94, 0.18); color: #4ade80; }
+        .quote-stale { background: rgba(239, 68, 68, 0.18); color: #f87171; }
+        .quote-pick-btn { padding: 8px 12px; border-radius: 8px; border: none; background: #2563eb; color: #fff; font-weight: 700; cursor: pointer; }
+        .quote-pick-btn[disabled] { opacity: 0.5; cursor: not-allowed; }
+
+        .lock-box { margin-top: 1rem; border: 1px solid rgba(34, 197, 94, 0.28); background: rgba(22, 101, 52, 0.16); border-radius: 12px; padding: 1rem; }
+        .lock-box.expired { border-color: rgba(239, 68, 68, 0.55); background: rgba(127, 29, 29, 0.22); }
+        .lock-grid { display:grid; grid-template-columns: 1fr 220px; gap:1rem; align-items:start; }
+        .lock-code { display:block; margin-top:0.35rem; padding:0.65rem 0.8rem; background: rgba(0,0,0,0.22); border-radius: 8px; overflow-wrap:anywhere; }
+
+        .wallet-actions {
+            display:flex;
+            gap:0.75rem;
+            flex-wrap:wrap;
+            margin-top:0.9rem;
+            align-items:center;
+        }
+        .wallet-help {
+            margin-top: 0.85rem;
+            padding: 0.9rem 1rem;
+            border-radius: 10px;
+            background: rgba(255,255,255,0.04);
+            border: 1px solid rgba(255,255,255,0.10);
+        }
+        .wallet-help h4 {
+            margin: 0 0 0.55rem 0;
+            font-size: 1rem;
+        }
+        .wallet-help p {
+            margin: 0.35rem 0;
+        }
+        .wallet-note { opacity:0.9; margin-top:0.65rem; }
+        .mono { font-family: monospace; }
+        .copy-row {
+            display:flex;
+            gap:0.5rem;
+            flex-wrap:wrap;
+            align-items:center;
+            margin-top:0.65rem;
+        }
+        .copy-target {
+            flex: 1 1 420px;
+            min-width: 220px;
+        }
+        .copy-status {
+            display:inline-block;
+            margin-left: 0.5rem;
+            opacity: 0.9;
+        }
+
+        @media (max-width: 820px) {
+            .snapshot-header, .lock-grid { grid-template-columns: 1fr; display:block; }
+            .snapshot-timer-box { width: 100%; margin-top: 1rem; min-height: 110px; }
+        }
+    </style>
+    <link rel="icon" type="image/png" href="/static/favicon.png">
+</head>
+<body>
+<div class="portal-wrap">
+    <div class="portal-top">
+        <div>
+            <h1>Invoice Detail</h1>
+            <p>{{ client.company_name or client.contact_name or client.email }}</p>
+        </div>
+        <div class="portal-actions">
+            <a href="/portal/dashboard">Back to Dashboard</a>
+            <a href="https://outsidethebox.top/">Home</a>
+            <a href="mailto:support@outsidethebox.top?subject=Portal%20Support">Contact Support</a>
+            <a href="/portal/logout">Logout</a>
+        </div>
+    </div>
+
+    {% if (invoice.status or "")|lower == "paid" %}
+    <div class="success-box">✓ This invoice has been paid. Thank you!</div>
+    {% endif %}
+
+    {% if crypto_error %}
+    <div class="error-box">{{ crypto_error }}</div>
+    {% endif %}
+
+    <div class="detail-grid">
+        <div class="detail-card"><h3>Invoice</h3><div>{{ invoice.invoice_number or ("INV-" ~ invoice.id) }}</div></div>
+        <div class="detail-card">
+            <h3>Status</h3>
+            {% set s = (invoice.status or "")|lower %}
+            {% if pending_crypto_payment and pending_crypto_payment.txid and not pending_crypto_payment.processing_expired and s != "paid" %}
+                <span class="status-badge status-pending">processing</span>
+            {% elif s == "paid" %}<span class="status-badge status-paid">{{ invoice.status }}</span>
+            {% elif s == "pending" %}<span class="status-badge status-pending">{{ invoice.status }}</span>
+            {% elif s == "overdue" %}<span class="status-badge status-overdue">{{ invoice.status }}</span>
+            {% else %}<span class="status-badge status-other">{{ invoice.status }}</span>{% endif %}
+        </div>
+        <div class="detail-card"><h3>Created</h3><div>{{ invoice.created_at }}</div></div>
+        <div class="detail-card"><h3>Total</h3><div>{{ invoice.total_amount }}</div></div>
+        <div class="detail-card"><h3>Paid</h3><div>{{ invoice.amount_paid }}</div></div>
+        <div class="detail-card"><h3>Outstanding</h3><div>{{ invoice.outstanding }}</div></div>
+    </div>
+
+    <h2>Invoice Items</h2>
+    <table class="portal-table">
+        <thead><tr><th>Description</th><th>Qty</th><th>Unit Price</th><th>Line Total</th></tr></thead>
+        <tbody>
+            {% for item in items %}
+            <tr><td>{{ item.description }}</td><td>{{ item.quantity }}</td><td>{{ item.unit_price }}</td><td>{{ item.line_total }}</td></tr>
+            {% else %}
+            <tr><td colspan="4">No invoice line items found.</td></tr>
+            {% endfor %}
+        </tbody>
+    </table>
+
+    {% if (invoice.status or "")|lower != "paid" and invoice.outstanding != "0.00" %}
+    <div class="pay-card">
+        <h3>Pay Now</h3>
+        <div class="pay-selector-row">
+            <label for="payMethodSelect"><strong>Choose payment method:</strong></label>
+            <select id="payMethodSelect" class="pay-selector">
+                <option value="" {% if not pay_mode %}selected{% endif %}>Select…</option>
+                <option value="etransfer" {% if pay_mode == "etransfer" %}selected{% endif %}>e-Transfer</option>
+                <option value="square" {% if pay_mode == "square" %}selected{% endif %}>Credit Card</option>
+                <option value="crypto" {% if pay_mode == "crypto" %}selected{% endif %}>Crypto</option>
+            </select>
+        </div>
+
+        <div id="panel-etransfer" class="pay-panel{% if pay_mode != 'etransfer' %} hidden{% endif %}">
+            <p><strong>Interac e-Transfer</strong><br>Send payment to:<br>payment@outsidethebox.top<br>Reference: Invoice {{ invoice.invoice_number or ("INV-" ~ invoice.id) }}</p>
+        </div>
+
+        <div id="panel-square" class="pay-panel{% if pay_mode != 'square' %} hidden{% endif %}">
+            <p><strong>Credit Card (Square)</strong></p>
+            <a href="/portal/invoice/{{ invoice.id }}/pay-square" target="_blank" rel="noopener noreferrer" class="pay-btn pay-btn-square">Pay with Credit Card</a>
+        </div>
+
+        <div id="panel-crypto" class="pay-panel{% if pay_mode != 'crypto' %} hidden{% endif %}">
+            {% if invoice.oracle_quote and invoice.oracle_quote.quotes and crypto_options %}
+                <div class="snapshot-wrap">
+                    <div class="snapshot-header">
+                        <div class="snapshot-meta">
+                            <h3 style="margin-top:0;">Crypto Quote Snapshot</h3>
+                            <div><strong>Quoted At:</strong> {{ invoice.oracle_quote.quoted_at or "—" }}</div>
+                            <div><strong>Source Status:</strong> {{ invoice.oracle_quote.source_status or "—" }}</div>
+                            <div><strong>Frozen Amount:</strong> {{ invoice.oracle_quote.amount or invoice.quote_fiat_amount or invoice.total_amount }} {{ invoice.oracle_quote.fiat or invoice.quote_fiat_currency or "CAD" }}</div>
+                            {% if pending_crypto_payment %}
+                                <div style="margin-top:0.75rem;"><strong>Your quote is protected after acceptance.</strong></div>
+                            {% else %}
+                                <div style="margin-top:0.75rem;"><strong>Select a crypto asset to accept the quote.</strong></div>
+                            {% endif %}
+                        </div>
+
+                        {% if pending_crypto_payment and pending_crypto_payment.txid %}
+                        <div class="snapshot-timer-box">
+                            <div id="processingTimerValue" class="snapshot-timer-value" data-expiry="{{ pending_crypto_payment.processing_expires_at_iso }}">--:--</div>
+                            <div id="processingTimerLabel" class="snapshot-timer-label">Watching transaction / waiting for confirmation</div>
+                        </div>
+                        {% elif pending_crypto_payment %}
+                        <div class="snapshot-timer-box">
+                            <div id="lockTimerValue" class="snapshot-timer-value" data-expiry="{{ pending_crypto_payment.lock_expires_at_iso }}">--:--</div>
+                            <div id="lockTimerLabel" class="snapshot-timer-label">Quote protected while you open wallet</div>
+                        </div>
+                        {% else %}
+                        <div class="snapshot-timer-box">
+                            <div id="quoteTimerValue" class="snapshot-timer-value" data-expiry="{{ crypto_quote_window_expires_iso }}">--:--</div>
+                            <div id="quoteTimerLabel" class="snapshot-timer-label">This price times out:</div>
+                        </div>
+                        {% endif %}
+                    </div>
+
+                    {% if pending_crypto_payment and selected_crypto_option %}
+                    <div id="lockBox" class="lock-box{% if pending_crypto_payment.lock_expired or pending_crypto_payment.processing_expired %} expired{% endif %}">
+                        <div class="lock-grid">
+                            <div>
+                                <h3 style="margin-top:0;">{{ selected_crypto_option.label }} Payment Instructions</h3>
+                                <div><strong>Send exactly:</strong> {{ pending_crypto_payment.payment_amount }} {{ pending_crypto_payment.payment_currency }}</div>
+                                <div style="margin-top:0.65rem;"><strong>Destination wallet:</strong></div>
+                                <code id="walletAddressText" class="lock-code copy-target">{{ pending_crypto_payment.wallet_address }}</code>
+                                <div style="margin-top:0.65rem;"><strong>Reference / Invoice:</strong></div>
+                                <code id="invoiceRefText" class="lock-code copy-target">{{ pending_crypto_payment.reference }}</code>
+
+                                {% if selected_crypto_option.wallet_capable and not pending_crypto_payment.txid and not pending_crypto_payment.lock_expired %}
+                                <div class="wallet-actions">
+                                    <button
+                                        type="button"
+                                        id="walletPayButton"
+                                        class="pay-btn pay-btn-wallet"
+                                        data-invoice-id="{{ invoice.id }}"
+                                        data-payment-id="{{ pending_crypto_payment.id }}"
+                                        data-asset="{{ selected_crypto_option.symbol }}"
+                                        data-chain-id="{{ selected_crypto_option.chain_id }}"
+                                        data-asset-type="{{ selected_crypto_option.asset_type }}"
+                                        data-to="{{ selected_crypto_option.wallet_address }}"
+                                        data-amount="{{ pending_crypto_payment.payment_amount }}"
+                                        data-decimals="{{ selected_crypto_option.decimals }}"
+                                        data-token-contract="{{ selected_crypto_option.token_contract or '' }}"
+                                        data-chain-add='{{ (selected_crypto_option.chain_add_params or {})|tojson|safe }}'
+                                    >
+                                        Open MetaMask / Rabby
+                                    </button>
+
+                                    <a
+                                        id="metamaskMobileLink"
+                                        href="#"
+                                        target="_blank"
+                                        rel="noopener noreferrer"
+                                        class="pay-btn pay-btn-mobile"
+                                        data-invoice-id="{{ invoice.id }}"
+                                    >
+                                        Open in MetaMask Mobile
+                                    </a>
+
+                                    <button type="button" id="copyDetailsButton" class="pay-btn pay-btn-copy">
+                                        Copy Payment Details
+                                    </button>
+                                </div>
+
+                                <div class="wallet-help">
+                                    <h4>Fastest way to pay</h4>
+                                    <p>1. Click <strong>Open MetaMask / Rabby</strong> if your wallet is installed in this browser.</p>
+                                    <p>2. If that does not open your wallet, click <strong>Open in MetaMask Mobile</strong>.</p>
+                                    <p>3. If needed, use <strong>Copy Payment Details</strong> and send manually.</p>
+                                </div>
+
+                                <div class="wallet-note">
+                                    You do not need to finish everything inside the short quote timer. Once accepted, the quote is protected while you open your wallet.
+                                </div>
+
+                                <div class="copy-row">
+                                    <span id="walletStatusText"></span>
+                                    <span id="copyStatusText" class="copy-status"></span>
+                                </div>
+
+                                {% elif pending_crypto_payment.txid %}
+                                <div style="margin-top:0.9rem;"><strong>Transaction Hash:</strong></div>
+                                <code class="lock-code mono">{{ pending_crypto_payment.txid }}</code>
+                                <div style="margin-top:0.75rem;">Transaction submitted and detected on RPC. Watching transaction / waiting for confirmation.</div>
+                                {% elif pending_crypto_payment.lock_expired %}
+                                <div style="margin-top:0.75rem;">price has expired - please refresh your quote to update</div>
+                                {% endif %}
+                            </div>
+
+
+                        </div>
+                    </div>
+                    {% else %}
+                    <form id="cryptoPickForm" method="post" action="/portal/invoice/{{ invoice.id }}/pay-crypto">
+                        <table class="quote-table">
+                            <thead><tr><th>Asset</th><th>Quoted Amount</th><th>CAD Price</th><th>Status</th><th>Action</th></tr></thead>
+                            <tbody>
+                                {% for q in crypto_options %}
+                                <tr>
+                                    <td>
+                                        {{ q.label }}
+                                        {% if q.recommended %}<span class="quote-badge quote-live">recommended</span>{% endif %}
+                                        {% if q.wallet_capable %}<span class="quote-badge quote-live">wallet</span>{% endif %}
+                                    </td>
+                                    <td>{{ q.display_amount or "—" }}</td>
+                                    <td>{% if q.price_cad is not none %}{{ "%.8f"|format(q.price_cad|float) }}{% else %}—{% endif %}</td>
+                                    <td>{% if q.available %}<span class="quote-badge quote-live">live</span>{% else %}<span class="quote-badge quote-stale">{{ q.reason or "unavailable" }}</span>{% endif %}</td>
+                                    <td><button type="submit" name="asset" value="{{ q.symbol }}" class="quote-pick-btn" {% if not q.available %}disabled{% endif %}>Accept {{ q.symbol }}</button></td>
+                                </tr>
+                                {% endfor %}
+                            </tbody>
+                        </table>
+                    </form>
+                    {% endif %}
+                </div>
+            {% else %}
+                <p>No crypto quote snapshot is available for this invoice yet.</p>
+            {% endif %}
+        </div>
+    </div>
+    {% endif %}
+
+    {% if invoice_payments %}
+    <div class="detail-card" style="margin-top:1.25rem;">
+        <h3>Payments Applied</h3>
+        <table class="portal-table">
+            <thead>
+                <tr>
+                    <th>Method</th>
+                    <th>Amount</th>
+                    <th>Status</th>
+                    <th>Received</th>
+                    <th>Reference / TXID</th>
+                </tr>
+            </thead>
+            <tbody>
+                {% for p in invoice_payments %}
+                <tr>
+                    <td>{{ p.payment_method_label }}</td>
+                    <td>{{ p.payment_amount_display }} {{ p.payment_currency }}</td>
+                    <td>{{ p.payment_status }}</td>
+                    <td>{{ p.received_at_local }}</td>
+                    <td>
+                        {% if p.txid %}
+                            {{ p.txid }}
+                        {% elif p.reference %}
+                            {{ p.reference }}
+                        {% else %}
+                            -
+                        {% endif %}
+                        {% if p.wallet_address %}<br><small>{{ p.wallet_address }}</small>{% endif %}
+                    </td>
+                </tr>
+                {% endfor %}
+            </tbody>
+        </table>
+    </div>
+    {% endif %}
+
+    {% if pdf_url %}
+    <div style="margin-top:1rem;"><a href="/portal/invoice/{{ invoice.id }}/pdf" target="_blank" rel="noopener noreferrer">Open Invoice PDF</a></div>
+    {% endif %}
+</div>
+
+<script>
+(function() {
+    const select = document.getElementById("payMethodSelect");
+    if (select) {
+        select.addEventListener("change", function() {
+            const value = this.value || "";
+            const url = new URL(window.location.href);
+            if (!value) {
+                url.searchParams.delete("pay");
+                url.searchParams.delete("asset");
+                url.searchParams.delete("payment_id");
+                url.searchParams.delete("crypto_error");
+                url.searchParams.delete("refresh_quote");
+            } else {
+                url.searchParams.set("pay", value);
+                if (value !== "crypto") {
+                    url.searchParams.delete("asset");
+                    url.searchParams.delete("payment_id");
+                    url.searchParams.delete("crypto_error");
+                    url.searchParams.delete("refresh_quote");
+                } else {
+                    url.searchParams.delete("asset");
+                    url.searchParams.delete("payment_id");
+                    url.searchParams.delete("crypto_error");
+                    url.searchParams.set("refresh_quote", "1");
+                }
+            }
+            window.location.href = url.toString();
+        });
+    }
+
+    function bindCountdown(valueId, labelId, expireIso, expiredMessage, disableSelector) {
+        const valueEl = document.getElementById(valueId);
+        const labelEl = document.getElementById(labelId);
+        if (!valueEl || !expireIso) return;
+
+        function tick() {
+            const end = new Date(expireIso).getTime();
+            const now = Date.now();
+            const diff = Math.max(0, Math.floor((end - now) / 1000));
+
+            if (diff <= 0) {
+                valueEl.textContent = "00:00";
+                valueEl.classList.add("snapshot-timer-expired");
+                if (labelEl) {
+                    labelEl.textContent = expiredMessage;
+                    labelEl.classList.add("snapshot-timer-expired");
+                }
+                if (disableSelector) {
+                    document.querySelectorAll(disableSelector).forEach(btn => btn.disabled = true);
+                }
+                const lockBox = document.getElementById("lockBox");
+                if (lockBox) lockBox.classList.add("expired");
+                return;
+            }
+
+            const m = String(Math.floor(diff / 60)).padStart(2, "0");
+            const s = String(diff % 60).padStart(2, "0");
+            valueEl.textContent = `${m}:${s}`;
+            setTimeout(tick, 250);
+        }
+
+        tick();
+    }
+
+    const quoteTimer = document.getElementById("quoteTimerValue");
+    if (quoteTimer && quoteTimer.dataset.expiry) {
+        bindCountdown("quoteTimerValue", "quoteTimerLabel", quoteTimer.dataset.expiry, "price has expired - please refresh your view to update", "#cryptoPickForm button");
+    }
+
+    const lockTimer = document.getElementById("lockTimerValue");
+    if (lockTimer && lockTimer.dataset.expiry) {
+        bindCountdown("lockTimerValue", "lockTimerLabel", lockTimer.dataset.expiry, "price has expired - please refresh your quote to update", "#walletPayButton");
+    }
+
+    const processingTimer = document.getElementById("processingTimerValue");
+    if (processingTimer && processingTimer.dataset.expiry) {
+        bindCountdown("processingTimerValue", "processingTimerLabel", processingTimer.dataset.expiry, "price has expired - please refresh your quote to update", null);
+    }
+
+    function toHexBigIntFromDecimal(amountText, decimals) {
+        const text = String(amountText || "0");
+        const parts = text.split(".");
+        const whole = parts[0] || "0";
+        const frac = (parts[1] || "").padEnd(decimals, "0").slice(0, decimals);
+        const combined = (whole + frac).replace(/^0+/, "") || "0";
+        return "0x" + BigInt(combined).toString(16);
+    }
+
+    function erc20TransferData(to, amountText, decimals) {
+        const method = "a9059cbb";
+        const addr = String(to || "").toLowerCase().replace(/^0x/, "").padStart(64, "0");
+        const amtHex = BigInt(toHexBigIntFromDecimal(amountText, decimals)).toString(16).padStart(64, "0");
+        return "0x" + method + addr + amtHex;
+    }
+
+    async function switchChain(chainId, chainAddParams) {
+        const hexChainId = "0x" + Number(chainId).toString(16);
+        try {
+            await window.ethereum.request({
+                method: "wallet_switchEthereumChain",
+                params: [{ chainId: hexChainId }]
+            });
+            return;
+        } catch (err) {
+            const code = err && (err.code ?? err?.data?.originalError?.code);
+            if ((code === 4902 || String(err).includes("4902")) && chainAddParams) {
+                await window.ethereum.request({
+                    method: "wallet_addEthereumChain",
+                    params: [chainAddParams]
+                });
+                await window.ethereum.request({
+                    method: "wallet_switchEthereumChain",
+                    params: [{ chainId: hexChainId }]
+                });
+                return;
+            }
+            throw err;
+        }
+    }
+
+    function buildMetaMaskMobileLink() {
+        const currentUrl = window.location.href;
+        return "https://link.metamask.io/dapp/" + currentUrl.replace(/^https?:\/\//, "");
+    }
+
+    const mmLink = document.getElementById("metamaskMobileLink");
+    if (mmLink) {
+        mmLink.href = buildMetaMaskMobileLink();
+    }
+
+    async function copyText(text) {
+        if (navigator.clipboard && navigator.clipboard.writeText) {
+            await navigator.clipboard.writeText(text);
+            return;
+        }
+        const ta = document.createElement("textarea");
+        ta.value = text;
+        document.body.appendChild(ta);
+        ta.select();
+        document.execCommand("copy");
+        ta.remove();
+    }
+
+    const copyBtn = document.getElementById("copyDetailsButton");
+    if (copyBtn) {
+        copyBtn.addEventListener("click", async function() {
+            const copyStatus = document.getElementById("copyStatusText");
+            const walletAddress = document.getElementById("walletAddressText")?.textContent || "";
+            const invoiceRef = document.getElementById("invoiceRefText")?.textContent || "";
+            const amount = document.getElementById("walletPayButton")?.dataset.amount || "";
+            const asset = document.getElementById("walletPayButton")?.dataset.asset || "";
+
+            const payload =
+`Asset: ${asset}
+Amount: ${amount} ${asset}
+Wallet: ${walletAddress}
+Reference: ${invoiceRef}`;
+
+            try {
+                await copyText(payload);
+                if (copyStatus) copyStatus.textContent = "Payment details copied.";
+            } catch (err) {
+                if (copyStatus) copyStatus.textContent = "Copy failed.";
+            }
+        });
+    }
+
+    const walletButton = document.getElementById("walletPayButton");
+
+    function pendingTxStorageKey(invoiceId, paymentId) {
+        return `otb_pending_tx_${invoiceId}_${paymentId}`;
+    }
+
+    async function submitTxHash(invoiceId, paymentId, asset, txHash) {
+        const res = await fetch(`/portal/invoice/${invoiceId}/submit-crypto-tx`, {
+            method: "POST",
+            headers: {
+                "Content-Type": "application/json",
+                "Accept": "application/json"
+            },
+            body: JSON.stringify({
+                payment_id: paymentId,
+                asset: asset,
+                tx_hash: txHash
+            })
+        });
+
+        let data = {};
+        try {
+            data = await res.json();
+        } catch (err) {
+            data = { ok: false, error: "invalid_json_response" };
+        }
+
+        if (!res.ok || !data.ok) {
+            throw new Error(data.error || `submit_failed_http_${res.status}`);
+        }
+
+        return data;
+    }
+
+    async function tryRecoverPendingTxFromStorage() {
+        const invoiceId = "{{ invoice.id }}";
+        const paymentId = "{{ pending_crypto_payment.id if pending_crypto_payment else '' }}";
+        const asset = "{{ selected_crypto_option.symbol if selected_crypto_option else '' }}";
+
+        if (!invoiceId || !paymentId || !asset) return;
+        {% if pending_crypto_payment and pending_crypto_payment.txid %}
+        return;
+        {% endif %}
+
+        const key = pendingTxStorageKey(invoiceId, paymentId);
+        const savedTx = localStorage.getItem(key);
+        if (!savedTx || !savedTx.startsWith("0x")) return;
+
+        const walletStatus = document.getElementById("walletStatusText");
+        try {
+            if (walletStatus) walletStatus.textContent = "Retrying saved transaction submission...";
+            await submitTxHash(invoiceId, paymentId, asset, savedTx);
+            localStorage.removeItem(key);
+            const url = new URL(window.location.href);
+            url.searchParams.set("pay", "crypto");
+            url.searchParams.set("asset", asset);
+            url.searchParams.set("payment_id", paymentId);
+            window.location.href = url.toString();
+        } catch (err) {
+            if (walletStatus) walletStatus.textContent = `Saved tx retry failed: ${err.message}`;
+        }
+    }
+
+    if (walletButton) {
+        walletButton.addEventListener("click", async function() {
+            const walletStatus = document.getElementById("walletStatusText");
+            const invoiceId = this.dataset.invoiceId;
+            const paymentId = this.dataset.paymentId;
+            const asset = this.dataset.asset;
+            const chainId = this.dataset.chainId;
+            const assetType = this.dataset.assetType;
+            const to = this.dataset.to;
+            const amount = this.dataset.amount;
+            const decimals = Number(this.dataset.decimals || "18");
+            const tokenContract = this.dataset.tokenContract || "";
+            let chainAddParams = null;
+            try {
+                chainAddParams = this.dataset.chainAdd ? JSON.parse(this.dataset.chainAdd) : null;
+            } catch (err) {
+                chainAddParams = null;
+            }
+
+            const setStatus = (msg) => {
+                if (walletStatus) walletStatus.textContent = msg;
+            };
+
+            if (!window.ethereum || !window.ethereum.request) {
+                setStatus("No browser wallet detected. Use MetaMask/Rabby or MetaMask Mobile.");
+                return;
+            }
+
+            try {
+                this.disabled = true;
+                setStatus("Opening wallet...");
+
+                await window.ethereum.request({ method: "eth_requestAccounts" });
+
+                if (chainId && chainId !== "None" && chainId !== "") {
+                    try {
+                        await switchChain(Number(chainId), chainAddParams);
+                    } catch (err) {
+                        setStatus(`Chain switch failed: ${err.message || err}`);
+                        this.disabled = false;
+                        return;
+                    }
+                }
+
+                let txParams;
+                if (assetType === "token" && tokenContract) {
+                    txParams = {
+                        from: (await window.ethereum.request({ method: "eth_accounts" }))[0],
+                        to: tokenContract,
+                        data: erc20TransferData(to, amount, decimals),
+                        value: "0x0"
+                    };
+                } else {
+                    txParams = {
+                        from: (await window.ethereum.request({ method: "eth_accounts" }))[0],
+                        to: to,
+                        value: toHexBigIntFromDecimal(amount, decimals)
+                    };
+                }
+
+                setStatus("Waiting for wallet confirmation...");
+                const txHash = await window.ethereum.request({
+                    method: "eth_sendTransaction",
+                    params: [txParams]
+                });
+
+                if (!txHash || !String(txHash).startsWith("0x")) {
+                    throw new Error("wallet did not return a tx hash");
+                }
+
+                const storageKey = pendingTxStorageKey(invoiceId, paymentId);
+                localStorage.setItem(storageKey, String(txHash));
+
+                setStatus(`Wallet submitted tx: ${txHash}. Sending to billing server...`);
+
+                await submitTxHash(invoiceId, paymentId, asset, txHash);
+
+                localStorage.removeItem(storageKey);
+
+                setStatus("Transaction submitted. Reloading into processing view...");
+                const url = new URL(window.location.href);
+                url.searchParams.set("pay", "crypto");
+                url.searchParams.set("asset", asset);
+                url.searchParams.set("payment_id", paymentId);
+                window.location.href = url.toString();
+            } catch (err) {
+                setStatus(`Wallet submit failed: ${err.message || err}`);
+                this.disabled = false;
+            }
+        });
+    }
+
+    tryRecoverPendingTxFromStorage();
+})();
+</script>
+
+
+<script>
+(function() {
+    const processingAutoRefreshEnabled = {{ 'true' if pending_crypto_payment and pending_crypto_payment.txid and (invoice.status or '')|lower != 'paid' else 'false' }};
+    if (processingAutoRefreshEnabled) {
+        setTimeout(function() {
+            window.location.reload();
+        }, 10000);
+    }
+})();
+</script>
+
+{% include "footer.html" %}
+</body>
+</html>

templates/portal_invoice_detail.html.bak_20260314-020444

@@ -0,0 +1,209 @@
+<!DOCTYPE html>
+<html lang="en">
+<head>
+    <meta charset="UTF-8">
+    <meta name="viewport" content="width=device-width, initial-scale=1.0">
+    <title>Invoice Detail - OutsideTheBox</title>
+    <link rel="stylesheet" href="/static/css/style.css">
+    <style>
+        .portal-wrap { max-width: 1100px; margin: 2rem auto; padding: 1.25rem; }
+        .portal-top {
+            display:flex; justify-content:space-between; align-items:center; gap:1rem; flex-wrap:wrap;
+            margin-bottom: 1rem;
+        }
+        .portal-actions a {
+            margin-left: 0.75rem;
+            text-decoration: underline;
+        }
+        .detail-grid {
+            display:grid;
+            grid-template-columns: repeat(auto-fit, minmax(220px, 1fr));
+            gap:1rem;
+            margin: 1rem 0 1.25rem 0;
+        }
+        .detail-card {
+            border: 1px solid rgba(255,255,255,0.16);
+            border-radius: 14px;
+            padding: 1rem;
+            background: rgba(255,255,255,0.03);
+        }
+        .detail-card h3 {
+            margin-top: 0;
+            margin-bottom: 0.4rem;
+        }
+        table.portal-table {
+            width: 100%;
+            border-collapse: collapse;
+            margin-top: 1rem;
+        }
+        table.portal-table th, table.portal-table td {
+            padding: 0.8rem;
+            border-bottom: 1px solid rgba(255,255,255,0.12);
+            text-align: left;
+        }
+        table.portal-table th {
+            background: #e9eef7;
+            color: #10203f;
+        }
+        .invoice-actions {
+            margin-top: 1rem;
+        }
+        .invoice-actions a {
+            margin-right: 1rem;
+            text-decoration: underline;
+        }
+        .status-badge {
+            display: inline-block;
+            padding: 0.18rem 0.55rem;
+            border-radius: 999px;
+            font-size: 0.86rem;
+            font-weight: 700;
+        }
+        .status-paid {
+            background: rgba(34, 197, 94, 0.18);
+            color: #4ade80;
+        }
+        .status-pending {
+            background: rgba(245, 158, 11, 0.20);
+            color: #fbbf24;
+        }
+        .status-overdue {
+            background: rgba(239, 68, 68, 0.18);
+            color: #f87171;
+        }
+        .status-other {
+            background: rgba(148, 163, 184, 0.20);
+            color: #cbd5e1;
+        }
+    </style>
+    <link rel="icon" type="image/png" href="/static/favicon.png">
+</head>
+<body>
+<div class="portal-wrap">
+    <div class="portal-top">
+        <div>
+            <h1>Invoice Detail</h1>
+            <p>{{ client.company_name or client.contact_name or client.email }}</p>
+        </div>
+        <div class="portal-actions">
+            <a href="/portal/dashboard">Back to Dashboard</a>
+            <a href="https://outsidethebox.top/">Home</a>
+            <a href="mailto:support@outsidethebox.top?subject=Portal%20Support">Contact Support</a>
+            <a href="/portal/logout">Logout</a>
+        </div>
+    </div>
+
+    <div class="detail-grid">
+        <div class="detail-card">
+            <h3>Invoice</h3>
+            <div>{{ invoice.invoice_number or ("INV-" ~ invoice.id) }}</div>
+        </div>
+        <div class="detail-card">
+            <h3>Status</h3>
+            {% set s = (invoice.status or "")|lower %}
+            {% if s == "paid" %}
+                <span class="status-badge status-paid">{{ invoice.status }}</span>
+            {% elif s == "pending" %}
+                <span class="status-badge status-pending">{{ invoice.status }}</span>
+            {% elif s == "overdue" %}
+                <span class="status-badge status-overdue">{{ invoice.status }}</span>
+            {% else %}
+                <span class="status-badge status-other">{{ invoice.status }}</span>
+            {% endif %}
+        </div>
+        <div class="detail-card">
+            <h3>Created</h3>
+            <div>{{ invoice.created_at }}</div>
+        </div>
+        <div class="detail-card">
+            <h3>Total</h3>
+            <div>{{ invoice.total_amount }}</div>
+        </div>
+        <div class="detail-card">
+            <h3>Paid</h3>
+            <div>{{ invoice.amount_paid }}</div>
+        </div>
+        <div class="detail-card">
+            <h3>Outstanding</h3>
+            <div>{{ invoice.outstanding }}</div>
+        </div>
+    </div>
+
+    <h2>Invoice Items</h2>
+    <table class="portal-table">
+        <thead>
+            <tr>
+                <th>Description</th>
+                <th>Qty</th>
+                <th>Unit Price</th>
+                <th>Line Total</th>
+            </tr>
+        </thead>
+        <tbody>
+            {% for item in items %}
+            <tr>
+                <td>{{ item.description }}</td>
+                <td>{{ item.quantity }}</td>
+                <td>{{ item.unit_price }}</td>
+                <td>{{ item.line_total }}</td>
+            </tr>
+            {% else %}
+            <tr>
+                <td colspan="4">No invoice line items found.</td>
+            </tr>
+            {% endfor %}
+        </tbody>
+    </table>
+
+    {% if pdf_url %}
+    <div class="invoice-actions">
+        <a href="/portal/invoice/{{ invoice.id }}/pdf" target="_blank" rel="noopener noreferrer">Open Invoice PDF</a>
+    </div>
+    {% endif %}
+</div>
+
+{% include "footer.html" %}
+
+<hr>
+
+<h3>Payment Instructions</h3>
+
+<p><strong>Interac e-Transfer</strong><br>
+Send payment to:<br>
+payment@outsidethebox.top<br>
+Reference: Invoice {{ invoice.invoice_number or ("INV-" ~ invoice.id) }}
+</p>
+
+<p><strong>Credit Card (Square)</strong><br>
+
+<br><br>
+
+<p><strong>Credit Card (Square)</strong></p>
+
+<a href="https://square.link/u/H0cimZku" target="_blank"
+style="
+display:inline-block;
+padding:12px 18px;
+background:#28a745;
+color:white;
+text-decoration:none;
+border-radius:6px;
+font-weight:bold;
+">
+Pay with Card (Square)
+</a>
+
+<p style="font-size:12px;color:#666;margin-top:6px;">
+You will be redirected to Square's secure payment page.
+Please include your invoice number in the payment note.
+</p>
+</p>
+
+<p>
+If you have questions please contact
+<a href="mailto:support@outsidethebox.top">support@outsidethebox.top</a>
+</p>
+
+
+</body>
+</html>

templates/portal_invoice_detail.html.square_button_20260313-055733.bak

@@ -0,0 +1,187 @@
+<!DOCTYPE html>
+<html lang="en">
+<head>
+    <meta charset="UTF-8">
+    <meta name="viewport" content="width=device-width, initial-scale=1.0">
+    <title>Invoice Detail - OutsideTheBox</title>
+    <link rel="stylesheet" href="/static/css/style.css">
+    <style>
+        .portal-wrap { max-width: 1100px; margin: 2rem auto; padding: 1.25rem; }
+        .portal-top {
+            display:flex; justify-content:space-between; align-items:center; gap:1rem; flex-wrap:wrap;
+            margin-bottom: 1rem;
+        }
+        .portal-actions a {
+            margin-left: 0.75rem;
+            text-decoration: underline;
+        }
+        .detail-grid {
+            display:grid;
+            grid-template-columns: repeat(auto-fit, minmax(220px, 1fr));
+            gap:1rem;
+            margin: 1rem 0 1.25rem 0;
+        }
+        .detail-card {
+            border: 1px solid rgba(255,255,255,0.16);
+            border-radius: 14px;
+            padding: 1rem;
+            background: rgba(255,255,255,0.03);
+        }
+        .detail-card h3 {
+            margin-top: 0;
+            margin-bottom: 0.4rem;
+        }
+        table.portal-table {
+            width: 100%;
+            border-collapse: collapse;
+            margin-top: 1rem;
+        }
+        table.portal-table th, table.portal-table td {
+            padding: 0.8rem;
+            border-bottom: 1px solid rgba(255,255,255,0.12);
+            text-align: left;
+        }
+        table.portal-table th {
+            background: #e9eef7;
+            color: #10203f;
+        }
+        .invoice-actions {
+            margin-top: 1rem;
+        }
+        .invoice-actions a {
+            margin-right: 1rem;
+            text-decoration: underline;
+        }
+        .status-badge {
+            display: inline-block;
+            padding: 0.18rem 0.55rem;
+            border-radius: 999px;
+            font-size: 0.86rem;
+            font-weight: 700;
+        }
+        .status-paid {
+            background: rgba(34, 197, 94, 0.18);
+            color: #4ade80;
+        }
+        .status-pending {
+            background: rgba(245, 158, 11, 0.20);
+            color: #fbbf24;
+        }
+        .status-overdue {
+            background: rgba(239, 68, 68, 0.18);
+            color: #f87171;
+        }
+        .status-other {
+            background: rgba(148, 163, 184, 0.20);
+            color: #cbd5e1;
+        }
+    </style>
+    <link rel="icon" type="image/png" href="/static/favicon.png">
+</head>
+<body>
+<div class="portal-wrap">
+    <div class="portal-top">
+        <div>
+            <h1>Invoice Detail</h1>
+            <p>{{ client.company_name or client.contact_name or client.email }}</p>
+        </div>
+        <div class="portal-actions">
+            <a href="/portal/dashboard">Back to Dashboard</a>
+            <a href="https://outsidethebox.top/">Home</a>
+            <a href="mailto:support@outsidethebox.top?subject=Portal%20Support">Contact Support</a>
+            <a href="/portal/logout">Logout</a>
+        </div>
+    </div>
+
+    <div class="detail-grid">
+        <div class="detail-card">
+            <h3>Invoice</h3>
+            <div>{{ invoice.invoice_number or ("INV-" ~ invoice.id) }}</div>
+        </div>
+        <div class="detail-card">
+            <h3>Status</h3>
+            {% set s = (invoice.status or "")|lower %}
+            {% if s == "paid" %}
+                <span class="status-badge status-paid">{{ invoice.status }}</span>
+            {% elif s == "pending" %}
+                <span class="status-badge status-pending">{{ invoice.status }}</span>
+            {% elif s == "overdue" %}
+                <span class="status-badge status-overdue">{{ invoice.status }}</span>
+            {% else %}
+                <span class="status-badge status-other">{{ invoice.status }}</span>
+            {% endif %}
+        </div>
+        <div class="detail-card">
+            <h3>Created</h3>
+            <div>{{ invoice.created_at }}</div>
+        </div>
+        <div class="detail-card">
+            <h3>Total</h3>
+            <div>{{ invoice.total_amount }}</div>
+        </div>
+        <div class="detail-card">
+            <h3>Paid</h3>
+            <div>{{ invoice.amount_paid }}</div>
+        </div>
+        <div class="detail-card">
+            <h3>Outstanding</h3>
+            <div>{{ invoice.outstanding }}</div>
+        </div>
+    </div>
+
+    <h2>Invoice Items</h2>
+    <table class="portal-table">
+        <thead>
+            <tr>
+                <th>Description</th>
+                <th>Qty</th>
+                <th>Unit Price</th>
+                <th>Line Total</th>
+            </tr>
+        </thead>
+        <tbody>
+            {% for item in items %}
+            <tr>
+                <td>{{ item.description }}</td>
+                <td>{{ item.quantity }}</td>
+                <td>{{ item.unit_price }}</td>
+                <td>{{ item.line_total }}</td>
+            </tr>
+            {% else %}
+            <tr>
+                <td colspan="4">No invoice line items found.</td>
+            </tr>
+            {% endfor %}
+        </tbody>
+    </table>
+
+    {% if pdf_url %}
+    <div class="invoice-actions">
+        <a href="/portal/invoice/{{ invoice.id }}/pdf" target="_blank" rel="noopener noreferrer">Open Invoice PDF</a>
+    </div>
+    {% endif %}
+</div>
+
+{% include "footer.html" %}
+
+<hr>
+
+<h3>Payment Instructions</h3>
+
+<p><strong>Interac e-Transfer</strong><br>
+Send payment to:<br>
+payment@outsidethebox.top<br>
+Reference: Invoice {{ invoice.invoice_number or ("INV-" ~ invoice.id) }}
+</p>
+
+<p><strong>Credit Card (Square)</strong><br>
+Contact us for a secure Square payment link.</p>
+
+<p>
+If you have questions please contact
+<a href="mailto:support@outsidethebox.top">support@outsidethebox.top</a>
+</p>
+
+
+</body>
+</html>

templates/portal_login.html

@@ -0,0 +1,96 @@
+<!DOCTYPE html>
+<html lang="en">
+<head>
+    <meta charset="UTF-8">
+    <meta name="viewport" content="width=device-width, initial-scale=1.0">
+    <title>Client Portal - OutsideTheBox</title>
+    <link rel="stylesheet" href="/static/css/style.css">
+    <style>
+        .portal-wrap { max-width: 760px; margin: 2.5rem auto; padding: 1.5rem; }
+        .portal-card {
+            border: 1px solid rgba(255,255,255,0.16);
+            border-radius: 16px;
+            padding: 1.4rem;
+            background: rgba(255,255,255,0.03);
+            box-shadow: 0 10px 24px rgba(0,0,0,0.18);
+        }
+        .portal-card h1 { margin-top: 0; margin-bottom: 0.45rem; }
+        .portal-sub { opacity: 0.9; margin-bottom: 1.25rem; }
+        .portal-form { display: grid; gap: 0.9rem; }
+        .portal-form label { display: block; font-weight: 600; margin-bottom: 0.35rem; }
+        .portal-form input {
+            width: 100%;
+            padding: 0.8rem 0.9rem;
+            border-radius: 10px;
+            border: 1px solid rgba(255,255,255,0.18);
+            background: rgba(255,255,255,0.05);
+            color: inherit;
+            box-sizing: border-box;
+        }
+        .portal-actions { display: flex; gap: 0.8rem; flex-wrap: wrap; margin-top: 0.4rem; }
+        .portal-btn {
+            display: inline-block;
+            padding: 0.8rem 1rem;
+            border-radius: 10px;
+            text-decoration: none;
+            border: 1px solid rgba(255,255,255,0.18);
+            background: rgba(255,255,255,0.06);
+            color: inherit;
+            cursor: pointer;
+        }
+        .portal-note { margin-top: 1rem; opacity: 0.88; font-size: 0.95rem; }
+        .portal-links { margin-top: 1rem; }
+        .portal-links a { margin-right: 1rem; }
+        .portal-msg {
+            margin-bottom: 1rem;
+            padding: 0.85rem 1rem;
+            border-radius: 10px;
+            border: 1px solid rgba(255,255,255,0.16);
+            background: rgba(255,255,255,0.04);
+        }
+    </style>
+    <link rel="icon" type="image/png" href="/static/favicon.png">
+</head>
+<body>
+<div class="portal-wrap">
+    <div class="portal-card">
+        <h1>OutsideTheBox Client Portal</h1>
+        <p class="portal-sub">Secure access for invoices, balances, and account information.</p>
+
+        {% if portal_message %}
+        <div class="portal-msg">{{ portal_message }}</div>
+        {% endif %}
+
+        <form class="portal-form" method="post" action="/portal/login">
+            <div>
+                <label for="email">Email Address</label>
+                <input id="email" name="email" type="email" placeholder="client@example.com" value="{{ portal_email or '' }}" required>
+            </div>
+
+            <div>
+                <label for="credential">Access Code or Password</label>
+                <input id="credential" name="credential" type="password" placeholder="Enter your one-time access code or password" required>
+            </div>
+
+            <div class="portal-actions">
+                <button class="portal-btn" type="submit">Sign In</button>
+                <a class="portal-btn" href="https://outsidethebox.top/">Home</a>
+                <a class="portal-btn" href="mailto:support@outsidethebox.top?subject=Portal%20Support">Contact Support</a>
+            </div>
+        </form>
+
+
+        <div style="margin-top:15px;">
+            <a href="/portal/forgot-password">Forgot your password?</a>
+        </div>
+
+        <p class="portal-note">
+            First-time users should sign in with the one-time access code provided by OutsideTheBox, then set a password.
+            This access code is single-use and is cleared after password setup. Future logins use your email address and password.
+        </p>
+    </div>
+</div>
+
+{% include "footer.html" %}
+</body>
+</html>

templates/portal_set_password.html

@@ -0,0 +1,76 @@
+<!DOCTYPE html>
+<html lang="en">
+<head>
+    <meta charset="UTF-8">
+    <meta name="viewport" content="width=device-width, initial-scale=1.0">
+    <title>Set Portal Password - OutsideTheBox</title>
+    <link rel="stylesheet" href="/static/css/style.css">
+    <style>
+        .portal-wrap { max-width: 760px; margin: 2.5rem auto; padding: 1.5rem; }
+        .portal-card {
+            border: 1px solid rgba(255,255,255,0.16);
+            border-radius: 16px;
+            padding: 1.4rem;
+            background: rgba(255,255,255,0.03);
+            box-shadow: 0 10px 24px rgba(0,0,0,0.18);
+        }
+        .portal-form { display: grid; gap: 0.9rem; }
+        .portal-form label { display: block; font-weight: 600; margin-bottom: 0.35rem; }
+        .portal-form input {
+            width: 100%;
+            padding: 0.8rem 0.9rem;
+            border-radius: 10px;
+            border: 1px solid rgba(255,255,255,0.18);
+            background: rgba(255,255,255,0.05);
+            color: inherit;
+            box-sizing: border-box;
+        }
+        .portal-btn {
+            display: inline-block;
+            padding: 0.8rem 1rem;
+            border-radius: 10px;
+            text-decoration: none;
+            border: 1px solid rgba(255,255,255,0.18);
+            background: rgba(255,255,255,0.06);
+            color: inherit;
+            cursor: pointer;
+        }
+        .portal-msg {
+            margin-bottom: 1rem;
+            padding: 0.85rem 1rem;
+            border-radius: 10px;
+            border: 1px solid rgba(255,255,255,0.16);
+            background: rgba(255,255,255,0.04);
+        }
+    </style>
+    <link rel="icon" type="image/png" href="/static/favicon.png">
+</head>
+<body>
+<div class="portal-wrap">
+    <div class="portal-card">
+        <h1>Create Your Portal Password</h1>
+        <p>Welcome, {{ client_name }}. Your one-time access code worked. Please create a password for future logins.</p>
+
+        {% if portal_message %}
+        <div class="portal-msg">{{ portal_message }}</div>
+        {% endif %}
+
+        <form class="portal-form" method="post" action="/portal/set-password">
+            <div>
+                <label for="password">New Password</label>
+                <input id="password" name="password" type="password" required>
+            </div>
+            <div>
+                <label for="password2">Confirm Password</label>
+                <input id="password2" name="password2" type="password" required>
+            </div>
+            <div>
+                <button class="portal-btn" type="submit">Set Password</button>
+            </div>
+        </form>
+    </div>
+</div>
+
+{% include "footer.html" %}
+</body>
+</html>

templates/reports/aging.html

@@ -47,6 +47,7 @@ th {
     background: #f8f8f8;
 }
 </style>
+    <link rel="icon" type="image/png" href="/static/favicon.png">
 </head>
 <body>
 

templates/reports/revenue.html

@@ -26,6 +26,7 @@ body { font-family: Arial, sans-serif; }
     margin-right: 16px;
 }
 </style>
+    <link rel="icon" type="image/png" href="/static/favicon.png">
 </head>
 <body>
 

templates/reports/revenue_print.html

@@ -21,6 +21,7 @@ th, td {
     body { margin: 0; }
 }
 </style>
+    <link rel="icon" type="image/png" href="/static/favicon.png">
 </head>
 <body>
 

templates/services/edit.html

@@ -2,6 +2,7 @@
 <html>
 <head>
 <title>Edit Service</title>
+    <link rel="icon" type="image/png" href="/static/favicon.png">
 </head>
 <body>
 

templates/services/list.html

@@ -2,6 +2,7 @@
 <html>
 <head>
 <title>Services</title>
+    <link rel="icon" type="image/png" href="/static/favicon.png">
 </head>
 <body>
 

templates/services/new.html

@@ -2,6 +2,7 @@
 <html>
 <head>
 <title>New Service</title>
+    <link rel="icon" type="image/png" href="/static/favicon.png">
 </head>
 <body>
 

templates/settings.html

@@ -50,6 +50,7 @@ small {
     color: #444;
 }
 </style>
+    <link rel="icon" type="image/png" href="/static/favicon.png">
 </head>
 <body>
 

templates/subscriptions/list.html

@@ -7,6 +7,7 @@
 .status-paused { color: #92400e; font-weight: bold; }
 .status-cancelled { color: #991b1b; font-weight: bold; }
 </style>
+    <link rel="icon" type="image/png" href="/static/favicon.png">
 </head>
 <body>
 

templates/subscriptions/new.html

@@ -2,6 +2,7 @@
 <html>
 <head>
 <title>New Subscription</title>
+    <link rel="icon" type="image/png" href="/static/favicon.png">
 </head>
 <body>