otb_billing/PROJECT_STATE.md

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

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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