otb_billing/PROJECT_STATE.md

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.

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