## v3.0.2 edit invoice Save and Send - 2026-06-01 UTC

- Added a second button on the admin Edit Invoice page: “Save and Send”.
- “Save Invoice” keeps the existing save-only behavior.
- “Save and Send” saves the invoice first, then reuses the existing invoice email workflow.
- The email workflow continues to generate and attach the invoice PDF.
- Successful sends redirect back to the invoice view with `email_sent=1`.
- Failed sends redirect back to the invoice view with `email_failed=1`.
- Works with the v3.0.1 multi-line invoice edit workflow.

Verified:
- Save Invoice still saves without sending.
- Save and Send saves the invoice and sends the client invoice email.

## v3.0.1 multi-line invoice edit safety - 2026-06-01 UTC

- Updated admin invoice edit workflow to preserve multi-line invoice items.
- Edit Invoice now loads existing `invoice_items` rows instead of treating the invoice as one total/notes row.
- Save Invoice now recalculates subtotal from edited line items.
- Save Invoice now preserves separate `subtotal_amount`, `tax_amount`, and `total_amount` fields.
- Save Invoice now recreates `invoice_items` from submitted line rows without flattening the invoice into one line.
- Added editable Tax / HST field plus a “Set 13% HST” helper button.
- Locked invoices with payment activity still protect core accounting fields and line items.
- This prevents converted invoices such as INV-0041 from being accidentally collapsed if opened and saved.

## v3.0.0 selected portal invoice downloads - 2026-05-29 UTC

- Added invoice selection checkboxes to the client portal dashboard.
- Added a select-all checkbox in the portal invoice table header.
- Converted portal invoice ZIP download from all-only GET behavior to GET/POST behavior.
- Clicking “Download All Invoices” with no invoices selected still downloads all portal invoices.
- Clicking “Download All Invoices” with checked invoices downloads only the selected invoices.
- Selected downloads use `selected_invoices.zip`; full downloads continue using `all_invoices.zip`.
- Auto-refresh now pauses when one or more invoice checkboxes are selected so the page does not reload during selection.
- Existing portal invoice authorization is preserved: downloads are restricted to the logged-in client’s own invoices.

Verified:
- No selected invoices downloads all invoices.
- Selected invoices download only those invoice PDFs.
- Header checkbox selects/deselects visible invoices.

## v2.0.9 portal account-credit payments - 2026-05-29 UTC

- Added portal “Use available credit” payment option for unpaid CAD invoices.
- Added `/portal/invoice/<invoice_id>/apply-credit` route.
- Added first-class `credit` value to `payments.payment_method`.
- Applying credit now writes a confirmed `payments` row with `payment_method='credit'`.
- Applying credit now writes a matching `credit_ledger` debit using `entry_type='invoice_deduction'`.
- Invoice totals/status are recalculated through the existing `recalc_invoice_totals()` workflow.
- Portal invoice detail now shows credit success/error messages.
- Portal payment history and admin invoice payment history now show Credit payments.
- Added SQL migration record: `sql/migrations/20260529_v2_0_9_credit_payment_method.sql`.

Verified:
- INV-0045 / invoice id 52 was paid using $11.30 CAD account credit.
- Credit ledger balance dropped from $25.00 CAD to $13.70 CAD.

## v2.0.8 multi-line invoice creation - 2026-05-29 UTC

- Added multi-line invoice item creation on the admin Create Invoice page.
- Added “+ Add Line” support with per-line description, quantity, unit cost, and HST checkbox.
- Invoice subtotal is now calculated from the sum of all line totals.
- HST is calculated from taxable lines only.
- Invoice creation now inserts one invoice_items row per invoice line.
- Admin invoice view now displays all invoice line items with quantity, unit cost, and amount.
- Invoice PDFs now render all invoice line items instead of only the invoice-level notes field.
- Existing single-line invoices remain compatible.
- Fixed Create Invoice table header/input styling for dark theme readability.

## v2.0.7 PDF invoice description wrapping - 2026-05-29 UTC

- Fixed invoice PDFs so long invoice descriptions wrap across multiple lines instead of being truncated.
- Updated PDF invoice item line to show subtotal/line amount instead of tax-included total.
- PDF totals now show HST only when tax exists.
- Portal Download All Invoices now creates client-copy PDFs without the optional invoice footer block.
- Kept admin/portal HTML invoice views unchanged.

## v2.0.6 health revenue dashboard - 2026-05-29 UTC

- Added Square / Revenue Health panel to /health.
- Added confirmed payment totals for today, this month, and this year.
- Added all-confirmed payment totals alongside Square-only totals.
- Added latest confirmed payment summary.
- Added Receivables Aging panel showing unpaid invoice totals and aging buckets.
- Added matching revenue and receivables data to /health.json.
- Cleaned health labels from Operations Bal / Treasury Bal to Operations Balance / Treasury Balance.

## v2.0.5 final invoice workflow - 2026-05-29 UTC

- Create Invoice now supports a real invoice line description, quantity, unit cost, and optional 13% HST checkbox.
- Invoice subtotal is calculated as quantity × unit cost.
- Tax is calculated server-side only when Apply 13% HST is checked.
- Invoice totals now store subtotal_amount, tax_amount, and total_amount correctly.
- Portal invoice detail now displays Subtotal, HST 13% when applicable, Total Amount, Paid, and Outstanding.
- Invoice item descriptions support long invoice text through invoice_items.description as TEXT.
- Existing invoices are preserved.

## v2.0.5 portal invoice summary fix - 2026-05-29 UTC

- Portal invoice detail now selects subtotal_amount and tax_amount from invoices.
- Portal invoice summary now displays Subtotal, HST 13% when tax exists, Total Amount, Paid, and Outstanding correctly.
- Reconciliation refresh path also preserves formatted subtotal and tax values.

## v2.0.5 follow-up - 2026-05-29 UTC

- Added Qty to Create Invoice.
- Unit Cost now combines with Qty to calculate invoice line subtotal.
- Portal invoice detail now shows invoice subtotal, HST 13% when present, total amount, paid, and outstanding under the invoice items table.

## v2.0.5 - 2026-05-29 UTC

- Updated Create Invoice flow to use Cost / Subtotal plus optional 13% HST checkbox.
- Final Total Amount is now calculated from subtotal + tax server-side.
- Invoice line description is entered as a proper multi-line description and stored in invoice_items.
- Invoice view/print output now shows line amount as subtotal and hides the tax row when tax is zero.
- Preserves existing invoices and uses existing subtotal_amount, tax_amount, and total_amount columns.

## v2.0.2 - 2026-05-24 19:40 UTC

- Added Square / Revenue Health panel to /health before crypto balance panels.
- Revenue panel now uses confirmed rows from the payments table, not invoice guesses.
- Shows Square confirmed payment count + CAD total for today, this month, and this year.
- Shows all confirmed payment count + CAD total for today, this month, and this year.
- Added Receivables Aging panel with current, 1-30, 31-60, 61-90, and 90+ day unpaid buckets.
- Renamed health cards from Operations Bal / Treasury Bal to Operations Balance / Treasury Balance.

# OTB Billing - v2.0.2

Build date: 2026-05-18

## v2.0.1 changes

- Fixed Reconcile Now feedback on /health.
- Removed the persistent "Manual reconcile started" message from the Crypto Reconcile card.
- Kept the bottom-right temporary toast notification for manual reconcile feedback.
- Toast automatically disappears after 3 seconds and cleans the reconcile query string from the browser URL.
- Footer/app version bumped from v2.0.0 to v2.0.1.

# OTB Billing - v2.0.0

Build date: 2026-05-18

## v2.0.0 changes

- Promoted OTB Billing to v2.0.0.
- Added Last Run and Last Result fields to the Crypto Reconcile health card.
- Last Run is read from systemd one-shot service timestamps for otb-billing-crypto-reconcile.service.
- Confirmed Crypto Reconcile remains a normal card in the main /health grid.
- Existing health cards remain:
  - Status
  - Database
  - Uptime
  - Load Average
  - Memory
  - Disk
  - Operations Bal
  - Treasury Bal
  - Crypto Reconcile
- Existing Operations Bal and Treasury Bal cards retain clickable explorer links for USDC, ETH, ETHO, EGAZ, and ETI.
- Reconcile Now button remains available on /health to manually start the crypto reconciliation worker.
- Footer/app version bumped from v1.4.0 to v2.0.0.

# OTB Billing - v1.4.0

Build date: 2026-05-18

## v1.4.0 changes

- Added clickable explorer links for payment asset names in the Operations Bal and Treasury Bal cards.
- Added Crypto Reconcile health card to the main /health grid.
- Crypto Reconcile card now shows:
  - timer status
  - service status
  - pending crypto payments
  - confirmed crypto payments today
  - stale pending crypto payments
- Added Reconcile Now button on /health to manually trigger the existing crypto reconciliation worker.
- Fixed crypto payment queue stats to use the project DB helper instead of guessing DB config.
- Kept the reconcile worker as a systemd timer-triggered one-shot service; inactive service state between runs is expected when the timer is active.
- Bumped footer/app version from v1.3.0 to v1.4.0.

# OTB Billing - v1.3.0

Build date: 2026-05-17

## v1.3.0 changes

- Added health-page wallet balance cards for the OTB Operations wallet and OTB Treasury wallet.
- Renamed the original wallet card to "Operations Bal".
- Added matching "Treasury Bal" card.
- Balance cards show the configured payment assets:
  - USDC on Arbitrum
  - ETH on Ethereum
  - ETHO on Etho Protocol
  - EGAZ on Etica
  - ETI on Etica
- Added the same balance data to /health.json using:
  - operations_balances
  - treasury_balances
  - wallet_balances retained as backward-compatible alias for operations_balances.
- Added RPC fallback handling for public Arbitrum/Ethereum RPCs so health checks are less likely to fail on single-provider HTTP 403 responses.
- Confirmed explorer aliases for the OTB Operations wallet on Etica and ETHO Blockscout explorers.

## v1.2.0 (2026-05-03)
- Platform-level Service Agreement
- Improved privacy and data messaging
- Multi-service legal structure

## v1.1.0 (2026-05-03)
- Portal-based Android app downloads
- Secure APK delivery via authenticated route
- OTB Cloud card now includes app download button

## v1.0.0 (2026-05-03)
- Clickable portal invite links
- Direct account activation from email
- Improved onboarding UX

## v0.6.2 - 2026-04-23

### Changes
- Continued Service Templates integration
- Template selection fully wired into service create/edit flows
- Stability improvements to service form handling

### Cleanup
- Removed log files from git tracking
- Ignored patch scripts and runtime logs

### Notes
- Ready for template_id linkage phase
## v0.6.1 - 2026-04-18

### Added
- Service Templates system (standalone pricing catalog)
- Admin UI for managing reusable service pricing
- Template selector on service create/edit pages (auto-fill fields)

### Notes
- Templates are not yet linked to services via template_id (planned)
- Setup amount stored in templates for future invoice integration
- Maintains compatibility with existing services table

---
## v0.6.0 - 2026-04-11 01:49:22

### Highlights
- Added authenticated /portal/services page as a service hub
- Introduced modular route backend/routes/portal_services.py
- Created shared templates/portal_base.html layout
- Converted portal pages to base-template architecture
- Added service cards (Follow-me, Video, Miner Rentals)
- Fixed branding, nav, footer, and toggle consistency
- Corrected Follow-me external link
- External services now open in new tabs
- Improved identity display for logged-in user

### Notes
- portal_base.html is now the standard structure for future pages and projects
- Billing portal is now the launch point for all OTB services

## v0.5.3 - 2026-03-27 21:25:11

- Fixed stale pending crypto payment lock issue so abandoned wallet attempts no longer trap the invoice
- Confirmed crypto quote expiry and refresh flow works cleanly
- Improved wallet/payment lifecycle stability for MetaMask and Rabby
- Added retry logic for payment-received emails
- Fixed dark-mode styling for the payment method dropdown
- General crypto payment UX and recovery cleanup

## 2026-03-27 — v0.5.2

- Added retry logic for payment-received emails
- Payment email helper now retries up to 3 times with delay
- Added clearer retry failure logging for email send issues


## 2026-03-27 — v0.5.1

- Fixed crypto payment email auto-send path
- Fixed payment-received emails to attach the real invoice PDF
- Switched helper PDF generation to use the working invoice PDF route
- Added explorer link into the payment-received email body
- Improved invoice PDF payment section with time, TXID, wallet, and rate display
- Cleaned helper error handling back to safe non-debug behavior


## 2026-03-27 — v0.5.1

- Fixed crypto payment email auto-send failure
- Replaced internal PDF generator call with route-based PDF fetch
- Restored PDF attachments in payment emails
- Improved Payments Applied layout in invoice PDF (multi-line details + rate display)
- Stabilized send_payment_received_email() (removed debug raise, safe failure handling)


## 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.
- Added working /health styled page and /health.json endpoint.
- Added health backend module for app/server/db/disk/memory status reporting.
- Added .env-based runtime configuration through run_dev.sh shell loading.
- Moved runtime control to systemd via otb_billing.service.
- Confirmed reboot persistence and mintme webfront reachability through LAN bind on port 5050.
- Kept debug off and reloader disabled for stable service operation.

# otb-billing

## v0.3.0 — 2026-03-09

Major operational milestone release.

New Features
------------
- Revenue reporting system
- JSON export for reports
- Batch invoice printing
- Batch CSV export
- Filtered invoice export
- Invoice logo support (PDF + print)
- Business identity settings
- Report frequency selector (monthly / quarterly / yearly)

Infrastructure
--------------
- Improved reporting backend
- Cleaner filter handling
- Settings system extended
- Print layouts stabilized


## v0.3.1 — 2026-03-09

Milestone release.

Features included
-----------------
- Invoice PDF generation
- Invoice email sending
- Settings/config system
- Branding/logo support
- CSV exports
- Filtered invoice export
- Batch PDF ZIP export
- Batch print
- Revenue report
- Revenue JSON export
- Accounting package ZIP export
- Email delivery for reports and accounting package

Notes
-----
- Core billing/export/report workflow is now operational.
- Email logging/audit trail is planned for a future release.


## v0.3.1 — 2026-03-10

Milestone release.

Features included
-----------------
- Invoice PDF generation
- Invoice email sending
- Settings/config system
- Branding/logo support
- CSV exports
- Filtered invoice export
- Batch PDF ZIP export
- Batch print
- Revenue report
- Revenue JSON export
- Accounting package ZIP export
- Email delivery for reports and accounting package
- Email audit logging

Notes
-----
- Core billing/export/report workflow is now operational.
- Email log table records invoice, revenue report, and accounting package sends.


## Installer

From the project root:

```bash
chmod +x install.sh
./install.sh

## Installer

From the project root:

chmod +x install.sh
./install.sh

The installer will install dependencies, configure MariaDB, create the database, and start the service.

## Installer

From the project root:

chmod +x install.sh
./install.sh

The installer will:
- install Python and MariaDB dependencies
- copy the app to the target path
- create a Python virtualenv
- install requirements.txt
- create the database and import schema
- create the systemd service
- start the service