## 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