otb_billing/README.md

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:

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