## 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.

# PROJECT_STATE - OTB Billing

## v2.0.1 - 2026-05-18

Current state:
- Current version: v2.0.1.
- /health Crypto Reconcile card remains compact and in the normal health grid.
- Reconcile Now button starts the existing crypto reconciliation worker.
- Manual reconcile feedback is now shown only as a temporary bottom-right toast.
- No persistent manual reconcile status text is rendered inside the Crypto Reconcile card.
- Toast feedback auto-hides after 3 seconds and removes the reconcile query string from the URL.
- Previous v2.0.0 functionality remains:
  - Operations Bal and Treasury Bal cards
  - clickable explorer links for payment assets
  - Crypto Reconcile timer/service status
  - Last Run and Last Result fields
  - pending / confirmed today / stale pending stats

# PROJECT_STATE - OTB Billing

## v2.0.0 - 2026-05-18

Current state:
- OTB Billing is running on outsidethedb.
- Service: otb_billing.service.
- App port: 5050.
- Project path: /home/def/otb_billing.
- Current version: v2.0.0.
- /health renders the standard health grid with Status, Database, Uptime, Load Average, Memory, Disk, Operations Bal, Treasury Bal, and Crypto Reconcile.
- Operations Bal wallet: 0x44f6c44C42e6ae0392E7289F032384C0d37F56D5.
- Treasury Bal wallet: 0xbe1fdc8c69f712d62cfcd3bf23f636de1dbd213f.
- Wallet coin names are clickable explorer links:
  - USDC uses Arbiscan
  - ETH uses Etherscan
  - ETHO uses explorer.ethoprotocol.com
  - EGAZ and ETI use explorer.etica-stats.org
- Crypto Reconcile card shows:
  - timer status
  - service status
  - last run timestamp
  - last result
  - pending payment count
  - confirmed today count
  - stale pending count
  - Reconcile Now button
- Crypto reconciliation worker:
  - Timer: otb-billing-crypto-reconcile.timer
  - Service: otb-billing-crypto-reconcile.service
  - Script: /home/def/otb_billing/scripts/crypto_reconciliation_worker.py
  - Timer cadence: every 15 minutes
- The reconcile service is one-shot; inactive between runs is normal when the timer is active.

# PROJECT_STATE - OTB Billing

## v1.4.0 - 2026-05-18

Current state:
- OTB Billing is running on outsidethedb.
- Service: otb_billing.service.
- App port: 5050.
- Project path: /home/def/otb_billing.
- /health renders the standard health grid with:
  - Status
  - Database
  - Uptime
  - Load Average
  - Memory
  - Disk
  - Operations Bal
  - Treasury Bal
  - Crypto Reconcile
- Operations Bal and Treasury Bal show USDC, ETH, ETHO, EGAZ, and ETI balances.
- Coin names in balance cards are clickable and open the relevant explorer address page:
  - Arbiscan for Arbitrum USDC
  - Etherscan for Ethereum ETH
  - explorer.ethoprotocol.com for ETHO
  - explorer.etica-stats.org for EGAZ/ETI
- Crypto Reconcile card shows timer/service state plus payment queue stats.
- Reconcile Now button on /health manually starts the existing crypto reconciliation worker.
- Crypto reconcile worker remains timer-driven by otb-billing-crypto-reconcile.timer every 15 minutes.
- otb-billing-crypto-reconcile.service is a one-shot service; inactive between timer runs is normal.
- Current version: v1.4.0.

# PROJECT_STATE - OTB Billing

## v1.3.0 - 2026-05-17

Current state:
- OTB Billing health page is working at /health.
- /health.json is working.
- Health page now includes:
  - Operations Bal card for 0x44f6c44C42e6ae0392E7289F032384C0d37F56D5
  - Treasury Bal card for 0xbe1fdc8c69f712d62cfcd3bf23f636de1dbd213f
- Both cards report payment-asset balances for USDC, ETH, ETHO, EGAZ, and ETI.
- Existing wallet_balances JSON key remains as a backward-compatible alias for operations_balances.
- Service name: otb_billing.service
- Runtime host: outsidethedb
- App port: 5050
- Project path: /home/def/otb_billing

Recent verification:
- /health renders the new Operations Bal and Treasury Bal cards.
- ETHO, EGAZ, and ETI balances resolve through existing project RPCs.
- Arbitrum USDC and Ethereum ETH rows now use fallback-capable RPC helpers.
- OTB Operations wallet alias has been added in both Etica and ETHO Blockscout explorers.

## v0.6.2 - Service Templates Stabilization

- Verified template CRUD working
- Verified template autofill working in service forms
- Cleaned repo tracking (logs + temp scripts removed)

Status: STABLE
Next: Add template_id to services for linkage + billing automation
## v0.6.1 - Service Templates Phase 1

- Added service_templates table
- Implemented admin CRUD routes in app.py
- Added templates UI pages
- Integrated template selection into services/new and services/edit
- Auto-fill JS implemented for template selection

Status: FUNCTIONAL
Next: link templates to services + invoice integration

---
# Project State Update - v0.6.0
Updated: 2026-04-11 01:49:22 UTC

## Current Version
v0.6.0

## Current Status
OTB Billing is now a service-launch platform, not just billing.

## Completed This Session
- Added /portal/services page
- Added portal_services.py route module
- Created portal_base.html shared template
- Converted dashboard + services page to shared layout
- Restored consistent branding, nav, footer, toggle
- Added service cards (Follow-me, Video, Miner)
- Fixed external service routing
- Enabled new-tab launch for services

## Architecture
Using shared base template:
templates/portal_base.html

All pages now:
{% extends "portal_base.html" %}

## Next Steps
- Unify client identity across all routes
- Add Follow-me provisioning + billing linkage
- Move inline CSS into shared styles later

### v0.5.3 - 2026-03-27 21:25:28

- OTB Billing crypto payment flow is now stable end-to-end.
- Stale pending payment attempts no longer trap the invoice after quote expiry.
- Wallet flow, auto-retry email behavior, and portal invoice UX validated.
- Payment selector dropdown styling corrected for dark theme.
- Project is in a clean state for continued production hardening.

Project: OTB Billing
Version: v0.4.3
Last Updated: 2026-03-13
Status: Portal lifecycle complete

Current capabilities:
- Admin can enable/disable portal access
- Admin can generate/reset one-time access codes
- Admin can send portal invite email
- Admin can send portal password reset email

Client portal features:
- First login via single-use access code
- Forced password creation
- Email + password authentication after setup
- Invoice dashboard
- Invoice detail page
- Secure invoice PDF downloads

Infrastructure:
- Flask backend running via systemd
- MariaDB backend
- SMTP email integration
- Portal domain: portal.outsidethebox.top
- Billing admin: otb-billing.outsidethebox.top


## v1.0.0 - 2026-05-03
- Portal onboarding flow upgraded
- Email invites now include clickable activation link
- /portal/set-password now supports direct email+code login
- Auto session creation from invite link
- Improved UX: no manual code entry required
- Portal onboarding now production-ready


## v1.1.0 - 2026-05-03
- Added portal-based Android app download system
- Secure APK delivery through OTB Billing (authenticated route)
- "Download Android App" button added to OTB Cloud service card
- Centralized app distribution strategy established
- Foundation laid for future Follow-me and additional app downloads


## v1.2.0 - 2026-05-03
- Rewrote Service Agreement to platform-based terms
- Removed aggressive "tracking app" language
- Added multi-service structure (OTB Cloud, Follow-Me, future services)
- Clarified data ownership and privacy model
- Improved tone and professionalism of legal agreement
- Terms now align with platform architecture