System
Unified timeline of data changes (saves, imports, deletes) and backend errors. Filter by type, area, severity, or search.
23 results
{"status":200,"duration_ms":3,"request_path":"/backend/api/receipts.php","request_method":"GET"}
{"status":200,"duration_ms":14,"request_path":"/backend/receipts.php","request_method":"GET"}
{"status":200,"duration_ms":18,"request_path":"/backend/receipts.php?id=1","request_method":"GET"}
{"status":200,"duration_ms":15,"request_path":"/backend/receipts.php?new=1","request_method":"GET"}
{"status":200,"duration_ms":4,"request_path":"/backend/api/receipts.php","request_method":"GET"}
{"status":200,"duration_ms":10,"request_path":"/backend/receipts.php","request_method":"GET"}
[]
{"customer_totals_id":"19349","legacy_id":null,"customer_date":"2026-05-08 00:00:00","total_customers":"1.00","new_customers":"1.00","cash_sales":"0.00","edwards":"0.00","check_sales":"0.00","credit_card_sales":"100.00","total_sales":"100.00","total_sales_no_edwards":"100.00","dopu_can":"Drop Off","customer_name":"Beverly Oconnor","update_flag":null,"receipts":null,"skyler_worked":"0","skyler_pay":"0.00","ella_pay":"0.00","email":"prolineman19@yahoo.com","lola":null,"created_at":"2026-04-18 07:04:00","edwards_type":null,"tips":"0.00","visit_id":"129386","order_id":"104139","customer_id":"3501"}
{"customer_totals_id":"19349","legacy_id":null,"customer_date":"2026-05-08 00:00:00","total_customers":"1.00","new_customers":"1.00","cash_sales":"100.00","edwards":"0.00","check_sales":"0.00","credit_card_sales":"0.00","total_sales":"100.00","total_sales_no_edwards":"100.00","dopu_can":"Drop Off","customer_name":"Beverly Oconnor","update_flag":null,"receipts":null,"skyler_worked":"0","skyler_pay":"0.00","ella_pay":"0.00","email":"prolineman19@yahoo.com","lola":null,"created_at":"2026-04-18 07:04:00","edwards_type":null,"tips":"0.00","visit_id":"129386","order_id":"104139","customer_id":"3501"}
{"status":200,"duration_ms":12,"request_path":"/backend/receipts.php","request_method":"GET"}
{"status":200,"duration_ms":18,"request_path":"/backend/receipts.php","request_method":"GET"}
{"status":200,"duration_ms":15,"request_path":"/backend/receipts.php?id=1&saved=1","request_method":"GET"}
{"status":302,"duration_ms":33,"request_path":"/backend/receipts.php","request_method":"POST"}
[]
[]
{"backend_receipt_id":"1","receipt_date":"2026-05-05","notes":"Superior Septic, LLC Did 5 year septic cleanout","file_name":"Receipt__from_Superior_Septic_LLC.pdf","storage_path":"documents_storage/backend_receipts/20260505-162733-97fd2c49.pdf","mime_type":"application/pdf","file_size_bytes":"27638","is_deleted":"0","created_at":"2026-05-05 16:27:33","updated_at":"2026-05-05 16:27:33"}
{"status":200,"duration_ms":14,"request_path":"/backend/receipts.php","request_method":"GET"}
[]
{"bank_transaction_id":"4733","legacy_id":null,"bank_import_batch_id":"19","bank_account_id":"11","transaction_uid":"hash:70150c09a343752823ae1a59075cdb48719968aa","transaction_date":"2026-04-30","description":"SUNO INC.","original_description":null,"raw_category":"Merchandise","category_name":"Merchandise","subcategory_name":null,"irs_category":null,"irs_use":null,"merchant_prefix":"SUNO INC.","amount":"96.00","fees":"0.00","total_amount":"96.00","transaction_status":null,"tx_year":"2026","tx_month":"4","transaction_type":"Needs Review","report_category":"Uncategorized","report_category_node_id":null,"review_status":"Needs Review","classification_rule_id":null,"classification_notes":null,"amazon_order_id":null,"amazon_match_method":null,"amazon_lookup_code":null,"classified_at":"2026-05-03 15:19:52","receipt_file_path":"/tmp/customerdb/bank_receipts/tx_4733_20260502_171219_78d2c9f3_Suno_-_Receipt-2617-3614-2169.pdf","receipt_original_name":"Suno - Receipt-2617-3614-2169.pdf","receipt_uploaded_at":"2026-05-02 17:12:19","bank_information":"CapitalOne","business_flag":"0","locked_flag":"0","reconciled_flag":"0","reconcile_notes":null,"raw_json":"{\"transactiondate\":\"2026-04-30\",\"posteddate\":\"2026-05-01\",\"cardno\":\"0926\",\"description\":\"SUNO INC.\",\"category\":\"Merchandise\",\"debit\":\"96.00\",\"credit\":\"\"}","created_at":"2026-05-02 13:29:45","updated_at":"2026-05-03 15:19:52"}
{"bank_transaction_id":"4733","legacy_id":null,"bank_import_batch_id":"19","bank_account_id":"11","transaction_uid":"hash:70150c09a343752823ae1a59075cdb48719968aa","transaction_date":"2026-04-30","description":"SUNO INC.","original_description":null,"raw_category":"Merchandise","category_name":"Merchandise","subcategory_name":null,"irs_category":null,"irs_use":null,"merchant_prefix":"SUNO INC.","amount":"96.00","fees":"0.00","total_amount":"96.00","transaction_status":null,"tx_year":"2026","tx_month":"4","transaction_type":"Business","report_category":"Software","report_category_node_id":"24","review_status":"Approved","classification_rule_id":null,"classification_notes":null,"amazon_order_id":null,"amazon_match_method":null,"amazon_lookup_code":null,"classified_at":"2026-05-03 15:21:23","receipt_file_path":"/tmp/customerdb/bank_receipts/tx_4733_20260502_171219_78d2c9f3_Suno_-_Receipt-2617-3614-2169.pdf","receipt_original_name":"Suno - Receipt-2617-3614-2169.pdf","receipt_uploaded_at":"2026-05-02 17:12:19","bank_information":"CapitalOne","business_flag":"1","locked_flag":"0","reconciled_flag":"0","reconcile_notes":null,"raw_json":"{\"transactiondate\":\"2026-04-30\",\"posteddate\":\"2026-05-01\",\"cardno\":\"0926\",\"description\":\"SUNO INC.\",\"category\":\"Merchandise\",\"debit\":\"96.00\",\"credit\":\"\"}","created_at":"2026-05-02 13:29:45","updated_at":"2026-05-03 15:21:23"}
[]
{"bank_transaction_id":"4504","legacy_id":null,"bank_import_batch_id":"10","bank_account_id":"1","transaction_uid":"hash:dd0d1a3c4224c75e74d797c2a02512eab7f9d8f8","transaction_date":"2026-03-27","description":"Tires Plus","original_description":"TIRES PLUS 520756 TAMPA FL","raw_category":"Service & Parts","category_name":"Service & Parts","subcategory_name":null,"irs_category":null,"irs_use":null,"merchant_prefix":"Tires Plus","amount":"572.78","fees":"0.00","total_amount":"572.78","transaction_status":"Posted","tx_year":"2026","tx_month":"3","transaction_type":"Needs Review","report_category":"Uncategorized","report_category_node_id":null,"review_status":"Needs Review","classification_rule_id":null,"classification_notes":null,"amazon_order_id":null,"amazon_match_method":null,"amazon_lookup_code":null,"classified_at":"2026-05-02 17:13:12","receipt_file_path":null,"receipt_original_name":null,"receipt_uploaded_at":null,"bank_information":"USAA","business_flag":"0","locked_flag":"0","reconciled_flag":"0","reconcile_notes":null,"raw_json":"{\"date\":\"2026-03-27\",\"description\":\"Tires Plus\",\"originaldescription\":\"TIRES PLUS 520756 TAMPA FL\",\"category\":\"Service & Parts\",\"amount\":\"572.78\",\"status\":\"Posted\"}","created_at":"2026-04-28 18:56:17","updated_at":"2026-05-02 17:13:12"}
{"bank_transaction_id":"4504","legacy_id":null,"bank_import_batch_id":"10","bank_account_id":"1","transaction_uid":"hash:dd0d1a3c4224c75e74d797c2a02512eab7f9d8f8","transaction_date":"2026-03-27","description":"Tires Plus","original_description":"TIRES PLUS 520756 TAMPA FL","raw_category":"Service & Parts","category_name":"Service & Parts","subcategory_name":null,"irs_category":null,"irs_use":null,"merchant_prefix":"Tires Plus","amount":"572.78","fees":"0.00","total_amount":"572.78","transaction_status":"Posted","tx_year":"2026","tx_month":"3","transaction_type":"Needs Review","report_category":"Uncategorized","report_category_node_id":null,"review_status":"Needs Review","classification_rule_id":null,"classification_notes":null,"amazon_order_id":null,"amazon_match_method":null,"amazon_lookup_code":null,"classified_at":"2026-05-02 17:13:12","receipt_file_path":"/tmp/customerdb/bank_receipts/tx_4504_20260503_150436_3e0f2367_Tires_Plus_Caravan_Invoice154074.pdf","receipt_original_name":"Tires Plus Caravan Invoice154074.Pdf","receipt_uploaded_at":"2026-05-03 15:04:36","bank_information":"USAA","business_flag":"0","locked_flag":"0","reconciled_flag":"0","reconcile_notes":null,"raw_json":"{\"date\":\"2026-03-27\",\"description\":\"Tires Plus\",\"originaldescription\":\"TIRES PLUS 520756 TAMPA FL\",\"category\":\"Service & Parts\",\"amount\":\"572.78\",\"status\":\"Posted\"}","created_at":"2026-04-28 18:56:17","updated_at":"2026-05-03 15:04:36"}
[]
{"bank_transaction_id":"4733","legacy_id":null,"bank_import_batch_id":"19","bank_account_id":"11","transaction_uid":"hash:70150c09a343752823ae1a59075cdb48719968aa","transaction_date":"2026-04-30","description":"SUNO INC.","original_description":null,"raw_category":"Merchandise","category_name":"Merchandise","subcategory_name":null,"irs_category":null,"irs_use":null,"merchant_prefix":"SUNO INC.","amount":"96.00","fees":"0.00","total_amount":"96.00","transaction_status":null,"tx_year":"2026","tx_month":"4","transaction_type":"Needs Review","report_category":"Uncategorized","report_category_node_id":null,"review_status":"Needs Review","classification_rule_id":null,"classification_notes":null,"amazon_order_id":null,"amazon_match_method":null,"amazon_lookup_code":null,"classified_at":"2026-05-02 13:29:45","receipt_file_path":null,"receipt_original_name":null,"receipt_uploaded_at":null,"bank_information":"CapitalOne","business_flag":"0","locked_flag":"0","reconciled_flag":"0","reconcile_notes":null,"raw_json":"{\"transactiondate\":\"2026-04-30\",\"posteddate\":\"2026-05-01\",\"cardno\":\"0926\",\"description\":\"SUNO INC.\",\"category\":\"Merchandise\",\"debit\":\"96.00\",\"credit\":\"\"}","created_at":"2026-05-02 13:29:45","updated_at":"2026-05-02 13:29:45"}
{"bank_transaction_id":"4733","legacy_id":null,"bank_import_batch_id":"19","bank_account_id":"11","transaction_uid":"hash:70150c09a343752823ae1a59075cdb48719968aa","transaction_date":"2026-04-30","description":"SUNO INC.","original_description":null,"raw_category":"Merchandise","category_name":"Merchandise","subcategory_name":null,"irs_category":null,"irs_use":null,"merchant_prefix":"SUNO INC.","amount":"96.00","fees":"0.00","total_amount":"96.00","transaction_status":null,"tx_year":"2026","tx_month":"4","transaction_type":"Needs Review","report_category":"Uncategorized","report_category_node_id":null,"review_status":"Needs Review","classification_rule_id":null,"classification_notes":null,"amazon_order_id":null,"amazon_match_method":null,"amazon_lookup_code":null,"classified_at":"2026-05-02 13:29:45","receipt_file_path":"/tmp/customerdb/bank_receipts/tx_4733_20260502_171219_78d2c9f3_Suno_-_Receipt-2617-3614-2169.pdf","receipt_original_name":"Suno - Receipt-2617-3614-2169.pdf","receipt_uploaded_at":"2026-05-02 17:12:19","bank_information":"CapitalOne","business_flag":"0","locked_flag":"0","reconciled_flag":"0","reconcile_notes":null,"raw_json":"{\"transactiondate\":\"2026-04-30\",\"posteddate\":\"2026-05-01\",\"cardno\":\"0926\",\"description\":\"SUNO INC.\",\"category\":\"Merchandise\",\"debit\":\"96.00\",\"credit\":\"\"}","created_at":"2026-05-02 13:29:45","updated_at":"2026-05-02 17:12:19"}
[]
{"daily_customer_totals_id":"5699","legacy_id":null,"customer_date":"2026-04-17 00:00:00","total_customers":"13.00","new_customers":"5.00","cash_sales":"30.25","edwards":"0.00","check_sales":"0.00","credit_card_sales":"278.08","total_sales":"323.08","total_sales_no_edwards":"323.08","dopu_can":null,"customer_name":null,"update_flag":null,"receipts":null,"skyler_worked":"0","skyler_pay":"0.00","ella_pay":"0.00","email":null,"lola":null,"created_at":"2026-04-27 15:30:07","edwards_type":null,"tips":"14.75"}
{"daily_customer_totals_id":"5699","legacy_id":null,"customer_date":"2026-04-17 00:00:00","total_customers":"13.00","new_customers":"5.00","cash_sales":"80.25","edwards":"0.00","check_sales":"0.00","credit_card_sales":"637.72","total_sales":"716.97","total_sales_no_edwards":"717.97","dopu_can":null,"customer_name":null,"update_flag":null,"receipts":null,"skyler_worked":"0","skyler_pay":"0.00","ella_pay":"0.00","email":null,"lola":null,"created_at":"2026-04-27 15:30:00","edwards_type":null,"tips":"14.75"}
[]
{"daily_customer_totals_id":"5725","legacy_id":null,"customer_date":"2026-04-27 00:00:00","total_customers":"8.00","new_customers":"7.00","cash_sales":"0.00","edwards":"0.00","check_sales":"0.00","credit_card_sales":"123.05","total_sales":"123.05","total_sales_no_edwards":"123.05","dopu_can":null,"customer_name":null,"update_flag":null,"receipts":null,"skyler_worked":"0","skyler_pay":"0.00","ella_pay":"0.00","email":null,"lola":null,"created_at":"2026-04-30 14:00:45","edwards_type":null,"tips":"0.00"}
{"daily_customer_totals_id":"5725","legacy_id":null,"customer_date":"2026-04-27 00:00:00","total_customers":"8.00","new_customers":"7.00","cash_sales":"0.00","edwards":"150.00","check_sales":"0.00","credit_card_sales":"123.05","total_sales":"273.05","total_sales_no_edwards":"123.05","dopu_can":null,"customer_name":null,"update_flag":null,"receipts":null,"skyler_worked":"0","skyler_pay":"0.00","ella_pay":"0.00","email":null,"lola":null,"created_at":"2026-04-30 14:00:00","edwards_type":null,"tips":"0.00"}
[]
{"customer_totals_id":"20362","legacy_id":null,"customer_date":"2026-04-29 13:36:00","total_customers":"1.00","new_customers":"1.00","cash_sales":"0.00","edwards":"150.00","check_sales":"0.00","credit_card_sales":"0.00","total_sales":"0.00","total_sales_no_edwards":"0.00","dopu_can":"Pick Up","customer_name":"Edwards Pick Up","update_flag":null,"receipts":null,"skyler_worked":"0","skyler_pay":"0.00","ella_pay":"0.00","email":"","lola":null,"created_at":"2026-04-30 13:37:31","edwards_type":null,"tips":"0.00","visit_id":null,"order_id":null,"customer_id":null}
{"customer_totals_id":"20362","legacy_id":null,"customer_date":"2026-04-27 13:36:00","total_customers":"1.00","new_customers":"1.00","cash_sales":"0.00","edwards":"150.00","check_sales":"0.00","credit_card_sales":"0.00","total_sales":"0.00","total_sales_no_edwards":"0.00","dopu_can":"Pick Up","customer_name":"Edwards Pick Up","update_flag":null,"receipts":null,"skyler_worked":"0","skyler_pay":"0.00","ella_pay":"0.00","email":null,"lola":null,"created_at":"2026-04-30 13:37:00","edwards_type":null,"tips":"0.00","visit_id":null,"order_id":null,"customer_id":null}
{"document_type":"upload"}
{"backend_document_id":"20","document_type":"upload","title":"Complete Documentation up to date","slug":"complete-documentation-up-to-date","summary_text":null,"content_markdown":null,"content_html":null,"file_name":"COMPREHENSIVE_DOCUMENTATION.md","stored_name":"20260417-160828-6006d4f1.md","mime_type":"application/octet-stream","file_size_bytes":"22313","storage_path":"/mnt/drive1/customerdb/backend/documents_storage/20260417-160828-6006d4f1.md","is_deleted":"0","created_at":"2026-04-17 12:08:29","updated_at":"2026-04-17 12:08:29","editor_content":"# Ella's Alterations - Comprehensive System Documentation\n\n**Generated:** April 17, 2026\n**Location:** C:\\code\\customerdb\n\n---\n\n## Table of Contents\n\n1. [System Overview](#1-system-overview)\n2. [Directory Structure](#2-directory-structure)\n3. [Database Schema](#3-database-schema)\n4. [API Endpoints](#4-api-endpoints)\n5. [External Integrations](#5-external-integrations)\n6. [Scheduled Jobs / Cron](#6-scheduled-jobs--cron)\n7. [Web Applications](#7-web-applications)\n8. [Settings & Configuration](#8-settings--configuration)\n9. [Migration Notes](#9-migration-notes)\n10. [Scripts & Tools](#10-scripts--tools)\n\n---\n\n## 1. System Overview\n\n### Purpose\nElla's Alterations is a comprehensive customer relationship management (CRM) andAlteration tracking system for a tailor shop. It manages customers, visits/alteration orders, appointments, payments, and provides integration with external services.\n\n### Server Information\n- **Primary Server:** kefa@192.168.7.202\n- **Mirror Drive:** /mnt/drive2 (mirrors /mnt/drive1)\n- **Database:** MariaDB - database `ellas_alterations`, user `kefa_admin`\n- **Web Server:** Apache 2.4 with mod-php\n- **PHP Version:** 8.3\n\n### Three Web Applications\n\n| App | Local URL | Public URL | Purpose |\n|-----|-----------|------------|---------|\n| Front Desk | http://192.168.7.202:8895 | https://ella.floridaalterations.com | Customer-facing operations |\n| Management | http://192.168.7.202:8894 | (LAN only) | Reports, admin, settings |\n| Scheduler | http://192.168.7.202:8897 | https://schedule.floridaalterations.com | Easy!Appointments booking |\n\n---\n\n## 2. Directory Structure\n\n```\ncustomerdb/\n├── backend/ # Main PHP backend API and services\n│ ├── api/ # REST API endpoints (~57 files)\n│ ├── bin/ # Binary/executable scripts\n│ ├── backup/ # Backup versions of services\n│ └── jobs/ # Background job scripts\n├── frontend/ # Front Desk app (port 8895)\n│ ├── *.html # HTML pages\n│ ├── api/ # PHP API endpoints\n│ └── reports/ # PDF reports (MMDDYYYY/filename.pdf)\n├── webui/ # Management app (port 8894)\n│ ├── *.html # HTML pages\n│ ├── api/ # PHP API endpoints\n│ ├── backend/ # Backend API copy\n│ └── email/ # Email templates\n├── schedule/ # Easy!Appointments installation\n├── schema/ # Database schema files\n├── migrations/ # SQL migrations\n├── scripts/ # PowerShell/Python import scripts\n├── docs/ # Documentation\n├── blog/ # Blog system and reengineering\n├── csv/ # CSV data files\n├── backups/ # Backup archives\n├── Topaz/ # Topaz signature pad configs\n├── webui/ # Second web interface\n│ ├── api/\n│ ├── backend/\n│ └── frontend/\n├── notused/ # Deprecated/unused files\n└── wordpress-plugin/ # WordPress integration\n```\n\n---\n\n## 3. Database Schema\n\n### Core Tables (from mariadb_core_schema.sql)\n\n#### customers\nMain customer registry.\n\n| Column | Type | Notes |\n|--------|------|-------|\n| customer_id | INT UNSIGNED PK | Auto-increment |\n| legacy_customer_id | INT NULL | Original Access DB ID |\n| created_at | DATETIME | Record creation time |\n| full_name | VARCHAR(200) | Customer full name |\n| phone | VARCHAR(30) | Formatted (XXX) XXX-XXXX |\n| email | VARCHAR(255) | Email address |\n| pickup_due_at | DATETIME | Next pickup date (synced from EA) |\n| description | TEXT | Description |\n| notes | TEXT | Internal notes |\n| is_new_customer | TINYINT(1) | 1 if flagged as new |\n\n#### visits\nOne row per alteration job/order.\n\n| Column | Type | Notes |\n|--------|------|-------|\n| visit_id | INT UNSIGNED PK | |\n| legacy_visit_id | INT NULL | Original Access DB ID |\n| customer_id | INT UNSIGNED FK | → customers |\n| visit_date | DATETIME | Drop-off date |\n| pickup_date | DATETIME | Expected pickup |\n| notes | TEXT | General visit notes |\n| customer_name_snapshot | VARCHAR(200) | |\n| phone_snapshot | VARCHAR(30) | |\n| email_snapshot | VARCHAR(255) | |\n| color | VARCHAR(100) | Garment color |\n| alterations_needed | TEXT | |\n| alterations_notes | TEXT | Detailed alteration instructions |\n| alterations_price | DECIMAL(10,2) | Manual price field |\n| total_alteration_price | DECIMAL(10,2) | Calculated from items |\n| expedited_fee | DECIMAL(10,2) | |\n| paid_date | DATETIME | When paid |\n| signature_text | TEXT | Text signature (legacy) |\n| signature_date | DATETIME | |\n| paid_flag | TINYINT(1) | 1 = paid |\n| source_key_value | VARCHAR(100) | |\n\n#### visit_signatures\nFull resolution signature images per visit.\n\n| Column | Type | Notes |\n|--------|------|-------|\n| signature_id | BIGINT UNSIGNED PK | |\n| visit_id | INT UNIQUE | One signature per visit |\n| signature_date | DATETIME | |\n| image_format | VARCHAR(50) | Default 'image/png' |\n| original_filename | VARCHAR(255) | |\n| original_extension | VARCHAR(20) | |\n| file_size_bytes | BIGINT | |\n| sha256_hash | CHAR(64) | Hash for verification |\n| signature_image | LONGBLOB | Raw PNG binary |\n| created_at | DATETIME | |\n\n#### item_types\nMaster list of alteration types (e.g., Hem, Zipper, Taper).\n\n| Column | Type | Notes |\n|--------|------|-------|\n| item_type_id | INT UNSIGNED PK | |\n| type_name | VARCHAR(100) UNIQUE | Display name |\n\n#### orders\nOrders per visit.\n\n| Column | Type | Notes |\n|--------|------|-------|\n| order_id | BIGINT UNSIGNED PK | |\n| visit_id | INT UNSIGNED FK | → visits |\n| customer_id | INT UNSIGNED FK | → customers |\n| created_at | DATETIME | |\n| no_tax | TINYINT(1) | Tax exempt |\n| picked_up | TINYINT(1) | |\n| source_table | VARCHAR(50) | |\n\n#### order_items\nLine items for each alteration within a visit.\n\n| Column | Type | Notes |\n|--------|------|-------|\n| order_item_id | BIGINT UNSIGNED PK | |\n| order_id | BIGINT UNSIGNED FK | → orders |\n| legacy_alteration_id | INT NULL | |\n| item_type_id | INT FK | → item_types |\n| item_type_name | VARCHAR(100) | |\n| description | TEXT | |\n| quantity | INT | Default 1 |\n| unit_price | DECIMAL(10,2) | |\n| total_price | DECIMAL(10,2) | |\n| notes | TEXT | Per-item notes |\n| color | VARCHAR(100) | Garment color |\n| no_tax | TINYINT(1) | Tax exempt |\n| is_range_price | TINYINT(1) | |\n| range_price_label | VARCHAR(100) | |\n| paid_flag | TINYINT(1) | |\n| paid_type | VARCHAR(100) | |\n| picked_up | TINYINT(1) | |\n| created_at | DATETIME | |\n\n#### order_item_type_links\nMany-to-many links between order items and item types.\n\n| Column | Type | Notes |\n|--------|------|-------|\n| order_item_type_link_id | BIGINT UNSIGNED PK | |\n| order_item_id | BIGINT UNSIGNED FK | → order_items |\n| item_type_id | INT UNSIGNED FK | → item_types |\n| slot_number | TINYINT UNSIGNED | |\n\n#### payments\nPayment records per order.\n\n| Column | Type | Notes |\n|--------|------|-------|\n| payment_id | BIGINT UNSIGNED PK | |\n| order_id | BIGINT UNSIGNED FK | → orders |\n| payment_date | DATETIME | |\n| payment_type | VARCHAR(100) | |\n| payment_method | VARCHAR(100) | |\n| amount | DECIMAL(10,2) | |\n| notes | TEXT | |\n\n#### tax_payments\nTax payment records.\n\n| Column | Type | Notes |\n|--------|------|-------|\n| tax_payment_id | INT UNSIGNED PK | |\n| legacy_tax_payment_id | INT NULL | |\n| payment_date | DATETIME | |\n| payment_type | VARCHAR(100) | |\n| payment_method | VARCHAR(100) | |\n| amount | DECIMAL(10,2) | |\n| notes | TEXT | |\n| receipt_blob | LONGBLOB | |\n\n#### change_log\nAudit log for changes.\n\n| Column | Type | Notes |\n|--------|------|-------|\n| log_id | BIGINT UNSIGNED PK | |\n| legacy_log_id | INT NULL | |\n| table_name | VARCHAR(100) | |\n| record_id | BIGINT | |\n| visit_id | INT | |\n| field_name | VARCHAR(100) | |\n| old_value | TEXT | |\n| new_value | TEXT | |\n| changed_at | DATETIME | |\n| changed_by | VARCHAR(100) | |\n\n#### ads\nAdvertising/articles.\n\n| Column | Type | Notes |\n|--------|------|-------|\n| ad_id | INT UNSIGNED PK | |\n| legacy_ad_id | INT NULL | |\n| article_text | TEXT | |\n| article_picture | LONGBLOB | |\n| site_submitted | VARCHAR(255) | |\n| views | INT | Default 0 |\n| date_posted | DATETIME | |\n\n#### staging_* tables\nStaging tables for data migration.\n\n| Table Name | Purpose |\n|------------|---------|\n| staging_customer_table_raw | Staging for legacy customer data |\n| staging_customer_visits_raw | Staging for legacy visits |\n| staging_alteration_items_raw | Staging for items |\n\n### Additional Backend Tables\n\n| Table Name | Purpose |\n|------------|---------|\n| setmore_appointments | Synced from Setmore |\n| backend_conversion_job | Document conversion jobs |\n| backend_job_runs | Background job execution log |\n| customer_totals | Daily customer totals |\n| daily_customer_totals | Daily summary totals |\n| customer_payment_transactions | Payment ledger |\n| legacy_customer_totals_monthly | Monthly totals (legacy) |\n| legacy_customer_totals_irs_monthly | IRS monthly reports |\n| backend_appointment_workflow | Appointment state machine |\n| backend_no_show_log | No-show tracking |\n| backend_error_log | Error logging |\n| backend_change_log | Change audit log |\n| backend_document | Document storage |\n| backend_document_version | Document version history |\n| backend_speed_dial | Quick links |\n| backend_square_terminal_code | Square terminal pairing codes |\n| backend_square_terminal_device | Square device registry |\n| cron_job | Scheduled job definitions |\n| cron_job_run | Cron execution history |\n| app_settings | Global configuration |\n| app_users | Login accounts |\n| remember_tokens | \"Remember Me\" tokens |\n| customer_reports | PDF report index |\n\n---\n\n## 4. API Endpoints\n\n### 4.1 Frontend API (port 8895 /api/)\n\n| Endpoint File | Purpose |\n|---------------|---------|\n| **customer_get.php** | Get customer by ID |\n| **customer_save.php** | Create or update customer |\n| **customer_detail.php** | Customer + visits summary |\n| **customer_delete.php** | Delete customer |\n| **customer_list_hide.php** | Hide customer from list |\n| **search_customers.php** | Search by name/phone |\n| **visit_get.php** | Get visit + items |\n| **visit_save.php** | Create/update visit + items |\n| **visit_delete.php** | Delete visit |\n| **visit_report_generate.php** | Generate visit report |\n| **item_types.php** | List all alteration types |\n| **item_type_add.php** | Add new item type |\n| **item_type_update.php** | Update item type |\n| **item_type_delete.php** | Delete item type |\n| **pickups_today.php** | Orders due today |\n| **ready.php** | Orders ready for pickup |\n| **overdue.php** | Overdue orders |\n| **upcoming.php** | Orders due in next N days |\n| **workload_7days.php** | 7-day workload |\n| **save_signature.php** | Save canvas signature |\n| **reports_list.php** | Reports for customer |\n| **attach_reports.php** | Index all PDFs to DB |\n| **save_signature.php** | Save signature image |\n| **today_appointments_list.php** | Today's appointments |\n| **settings_get.php** | Get app settings |\n| **settings_save.php** | Save app settings |\n| **settings_css.php** | Live theme CSS |\n| **send_email.php** | Send email via SMTP |\n| **send_sms.php** | Send SMS via Twilio |\n| **send_reminders.php** | Send appointment reminders |\n| **ea_appointments.php** | EasyAppointments REST API |\n| **ea_webhook.php** | Receives EA webhook events |\n| **setmore.php** | Setmore API proxy |\n| **setmore_to_ea_import.php** | Import customers to EA |\n| **square_config.php** | Square public config |\n| **square_process.php** | Process Square payment |\n| **square_customer_log.php** | Customer Square log |\n| **square_terminal.php** | Square terminal |\n| **login.php** | Authenticate |\n| **logout.php** | Clear session |\n| **session_check.php** | Check if logged in |\n| **auth.php** | Session authentication |\n| **config.php** | App config constants |\n| **db.php** | Database connection |\n| **log_error.php** | Log client-side error |\n| **todo_list.php** | Todo list management |\n| **send_telegram.php** | Send Telegram messages |\n\n### 4.2 Management API (port 8894 /api/)\n\n| Endpoint File | Purpose |\n|---------------|---------|\n| **login.php** | Authenticate |\n| **logout.php** | Clear session |\n| **session_check.php** | Check if logged in |\n| **customer_detail.php** | Customer + visits |\n| **search_customers.php** | Search customers |\n| **update_customer.php** | Update customer |\n| **users_list.php** | List all users |\n| **user_save.php** | Create/update user |\n| **list_report_dirs.php** | Date folders |\n| **list_report_files.php** | PDFs in folder |\n| **report_file.php** | Access report file |\n| **pickups_today.php** | Today's pickups |\n| **ready.php** | Ready for pickup |\n| **overdue.php** | Overdue |\n| **settings_get.php** | Get settings |\n| **settings_save.php** | Save settings |\n| **settings_css.php** | Live CSS theme |\n| **imap_list.php** | List IMAP folders |\n| **imap_fetch.php** | Fetch emails |\n| **imap_send.php** | Send email via IMAP |\n| **imap_action.php** | IMAP actions |\n| **sms_send_helper.php** | SMS sending helper |\n| **sms_webhook_receive.php** | Receive SMS webhooks |\n| **sms_inbox_api.php** | SMS inbox API |\n| **slideshow_list.php** | Slideshow images |\n| **slideshow_upload.php** | Upload slideshow |\n| **slideshow_delete.php** | Delete slideshow |\n| **users_list.php** | User management |\n| **report_list.php** | Report list |\n| **debug_filters.php** | Debug filters |\n| **sysadmin.php** | System admin |\n| **test.php** | Testing endpoint |\n\n### 4.3 Backend API (C:\\code\\customerdb\\backend\\api\\)\n\n| Endpoint File | Purpose |\n|---------------|---------|\n| **customer.php** | Get customer details |\n| **customers.php** | List/search customers |\n| **customer_save.php** | Save/update customer |\n| **visit.php** | Get visit details |\n| **visit_delete.php** | Delete visit |\n| **appointments.php** | Unified appointments |\n| **appointments_summary.php** | Appointment statistics |\n| **setmore_appointments.php** | Setmore appointments |\n| **setmore_import.php** | Import from Setmore |\n| **module_*.php** | Module loaders |\n| **alteration_items.php** | Alteration management |\n| **alteration_items_summary.php** | Alteration statistics |\n| **gold_silver_*.php** | Gold/silver prices |\n| **bank_*.php** | Bank transactions |\n| **stocks_summary.php** | Stock data |\n| **medication_*.php** | Medication tracking |\n| **payroll_import.php** | Payroll import |\n| **car_maintenance_*.php** | Vehicle maintenance |\n| **duke_*.php** | Duke integration |\n| **reports_*.php** | Report generation |\n| **totals_import.php** | Customer totals import |\n| **documents.php** | Document management |\n| **document_upload.php** | File uploads |\n| **cust_email_*.php** | Email data |\n| **mail_*.php** | Email sending |\n| **reminders_create.php** | Create reminders |\n| **nightly_reports.php** | Nightly reports |\n| **morning_jobs.php** | Morning jobs |\n| **appointment_workflow.php** | Workflow management |\n| **sysadmin.php** | System admin |\n| **reporting_module.php** | Reporting |\n| **job_runs.php** | Job tracking |\n| **health.php** | Health check |\n| **overview.php** | Dashboard data |\n\n---\n\n## 5. External Integrations\n\n### 5.1 Square (Payment Processing)\n- **Purpose:** Point-of-sale payments, receipts, terminal management\n- **Features:**\n - Square Terminal device pairing/management\n - Payment processing with tips\n - Customer payment logging\n - Sandbox and live environments\n- **Tables:** `backend_square_terminal_code`, `backend_square_terminal_device`, `square_customer_log`\n\n### 5.2 Twilio (SMS)\n- **Purpose:** SMS notifications and reminders\n- **Features:**\n - Send SMS to customers\n - Appointment reminders\n - SMS consent tracking\n- **Settings:** `twilio_sid`, `twilio_token`, `twilio_from`\n\n### 5.3 Setmore (Appointment Booking)\n- **Purpose:** Appointment synchronization\n- **Features:**\n - Pull appointments from Setmore API\n - Link to customers/visits\n- **Table:** `setmore_appointments`\n- **Settings:** `setmore_refresh_token`, `setmore_staff_key`\n\n### 5.4 EasyAppointments (Alternative Booking)\n- **Purpose:** Full appointment booking platform\n- **Location:** C:\\code\\customerdb\\schedule\\\n- **Features:**\n - Customer/provider management\n - Web-based booking widget\n - REST API\n\n### 5.5 Telegram (Notifications)\n- **Purpose:** Bot-based notifications\n- **Features:**\n - Send notifications to channels\n - Visit alerts\n - Cron job status\n- **Settings:** `telegram_bot_token`, `telegram_chat_id`\n\n### 5.6 Ollama (AI - Optional)\n- **Purpose:** Local AI for email generation\n- **Settings:** `ollama_url`, `ollama_default_model`\n\n---\n\n## 6. Scheduled Jobs / Cron\n\n### Configured Cron Jobs\n\n| Job Label | Schedule | Purpose |\n|----------|----------|---------|\n| **Next-Day Customer Emails** | `0 20 * * *` (8 PM) | Pickup reminder emails |\n| **Morning Import** | `0 6 * * *` (6 AM) | Morning data import |\n| **Morning Jobs** | `0 9 * * *` (9 AM) | Appointment sync, workflow |\n| **Nightly Reports** | `0 20 * * *` (8 PM) | Generate nightly summaries |\n| **Database Backup** | `0 2 * * *` (2 AM) | Full MariaDB backup |\n| **Daily Cleanup** | `0 4 * * *` (4 AM) | Temp files, old logs |\n| **Auto Delete** | `15 4 * * *` (4:15 AM) | Clean placeholder records |\n\n### Background Job Scripts (backend/jobs/)\n\n| Script | Purpose |\n|--------|---------|\n| **run_morning_jobs.php** | Main morning job runner |\n| **smoke_morning_jobs.php** | Smoke test |\n| **send_nightly_reports.php** | Nightly report emailer |\n| **send_nextday_customer_emails.php** | Next-day reminders |\n| **delete_add_name_records.php** | Cleanup job |\n| **rebuild_customer_totals.php** | Rebuild totals |\n| **rebuild_daily_customer_totals.php** | Rebuild daily totals |\n| **rebuild_payment_ledger.php** | Rebuild payment ledger |\n| **import_customer_totals_csv.php** | CSV import |\n| **backfill_square_customer_log.php** | Square log backfill |\n| **run_cron_job.php** | Generic cron runner |\n\n---\n\n## 7. Web Applications\n\n### 7.1 Front Desk App (port 8895)\n\n| Page | Purpose |\n|------|---------|\n| **index.html** | Main dashboard, search, stats |\n| **customer.html** | Customer detail + visit history |\n| **visit.html** | Create/edit alteration order |\n| **customer_display.html** | Second monitor display |\n| **receipt.html** | Printable receipt |\n| **reports.html** | Order list by status |\n| **upcoming.html** | Next 7 days pickups |\n| **schedule.html** | Appointments calendar |\n| **login.html** | Login page |\n| **item_types.html** | Item type management |\n\n### 7.2 Management App (port 8894)\n\n| Page | Purpose |\n|------|---------|\n| **index.html** | Login page |\n| **webui.html** | Dashboard |\n| **customer.html** | Customer detail view |\n| **admin.html** | Reports browser |\n| **settings.html** | App settings editor |\n| **users.html** | User management |\n| **reports.html** | Order reports |\n\n---\n\n## 8. Settings & Configuration\n\n### app_settings Keys\n\n| Key | Purpose |\n|-----|---------|\n| theme_bg | Page background color |\n| theme_panel | Card/panel color |\n| theme_text | Text color |\n| theme_accent | Accent/button color |\n| theme_accent_deep | Darker accent |\n| theme_teal | Teal color |\n| theme_font | Font family |\n| smtp_host | Email server hostname |\n| smtp_port | Email server port |\n| smtp_secure | tls or ssl |\n| smtp_user | Email login |\n| smtp_pass | Email password |\n| smtp_from_email | From address |\n| smtp_from_name | From display name |\n| twilio_sid | Twilio Account SID |\n| twilio_token | Twilio Auth Token |\n| twilio_from | Twilio phone number |\n| imap_host | Incoming email server |\n| imap_port | IMAP port |\n| imap_ssl | SSL enable |\n| imap_user | IMAP login |\n| imap_pass | IMAP password |\n| square_token | Square API token |\n| square_location | Square location ID |\n| setmore_staff_key | Setmore API key |\n| setmore_refresh | Setmore refresh token |\n| require_report | PDF required |\n| require_signature | Signature required |\n| reports_base_path | Reports disk path |\n| reports_base_url | Reports URL |\n| ollama_url | Ollama AI URL |\n| ollama_default_model | Ollama model |\n| telegram_bot_token | Telegram bot token |\n| telegram_chat_id | Telegram chat ID |\n\n---\n\n## 9. Migration Notes\n\n### Access to MariaDB Workflow\n\n1. **Export source data from Access**\n - Export ordinary tables to CSV\n - Export attachment fields with VBA or DAO Recordset2 logic\n - Keep original IDs during migration\n\n2. **Load into MariaDB staging**\n - Use `LOAD DATA LOCAL INFILE` for CSV files\n - Load signatures separately into `visit_signatures`\n\n3. **Normalize**\n - `CustomerTable` → `customers`\n - `CustomerVisits` → `visits`\n - `AlterationItems` → `orders`, `order_items`, `order_item_type_links`\n - `2024TaxPayments` → `tax_payments`\n - `AlterationItemsChangeLog` → `change_log`\n\n4. **Signature BLOB path**\n - Export Access attachment to temp file\n - Convert BMP to PNG\n - Insert PNG bytes into `visit_signatures.signature_image`\n\n5. **Validation**\n - Compare source row counts vs target\n - Compare distinct legacy IDs\n - Compare sample signatures by SHA256\n\n---\n\n## 10. Scripts & Tools\n\n### PowerShell Scripts (scripts/)\n\n| Script | Purpose |\n|--------|---------|\n| **import_legacy_totals_from_excel.ps1** | Import totals from Excel |\n| **sync_backend_mirror.ps1** | Sync backend mirror |\n| **check_backend_mirror.ps1** | Check mirror status |\n\n### Python Scripts (scripts/)\n\n| Script | Purpose |\n|--------|---------|\n| **signature_blob_loader.py** | Load signature blobs |\n| **access_to_mariadb_parser.py** | Parse Access to MariaDB |\n| **import_access_v2.py** | Import Access v2 |\n| **import_csv_v2.py** | Import CSV v2 |\n\n### SQL Migrations (migrations/)\n\n| File | Purpose |\n|------|---------|\n| **20260407_add_conversion_job.sql** | Add conversion job table |\n| **20260411_order_items_item_type_name_no_fk.sql** | Order items no FK |\n| **20260416_blog_prompt_templates.sql** | Blog prompt templates |\n\n---\n\n## File Statistics\n\n- **Total PHP files:** 200+\n- **Total SQL files:** 100+\n- **Total HTML pages:** 20+\n- **Database tables:** 30+\n\n---\n\n*End of Documentation*","is_text_editable":1,"can_edit_inline":1}
{"backend_document_id":"20","document_type":"upload","title":"Complete Documentation up to date 04-17-2026","slug":"complete-documentation-up-to-date","summary_text":"Complete Documentation up to date 04-17-2026","content_markdown":"# Ella's Alterations - Comprehensive System Documentation\r\n\r\n**Generated:** April 17, 2026\r\n**Location:** C:\\code\\customerdb\r\n\r\n---\r\n\r\n## Table of Contents\r\n\r\n1. [System Overview](#1-system-overview)\r\n2. [Directory Structure](#2-directory-structure)\r\n3. [Database Schema](#3-database-schema)\r\n4. [API Endpoints](#4-api-endpoints)\r\n5. [External Integrations](#5-external-integrations)\r\n6. [Scheduled Jobs / Cron](#6-scheduled-jobs--cron)\r\n7. [Web Applications](#7-web-applications)\r\n8. [Settings & Configuration](#8-settings--configuration)\r\n9. [Migration Notes](#9-migration-notes)\r\n10. [Scripts & Tools](#10-scripts--tools)\r\n\r\n---\r\n\r\n## 1. System Overview\r\n\r\n### Purpose\r\nElla's Alterations is a comprehensive customer relationship management (CRM) andAlteration tracking system for a tailor shop. It manages customers, visits/alteration orders, appointments, payments, and provides integration with external services.\r\n\r\n### Server Information\r\n- **Primary Server:** kefa@192.168.7.202\r\n- **Mirror Drive:** /mnt/drive2 (mirrors /mnt/drive1)\r\n- **Database:** MariaDB - database `ellas_alterations`, user `kefa_admin`\r\n- **Web Server:** Apache 2.4 with mod-php\r\n- **PHP Version:** 8.3\r\n\r\n### Three Web Applications\r\n\r\n| App | Local URL | Public URL | Purpose |\r\n|-----|-----------|------------|---------|\r\n| Front Desk | http://192.168.7.202:8895 | https://ella.floridaalterations.com | Customer-facing operations |\r\n| Management | http://192.168.7.202:8894 | (LAN only) | Reports, admin, settings |\r\n| Scheduler | http://192.168.7.202:8897 | https://schedule.floridaalterations.com | Easy!Appointments booking |\r\n\r\n---\r\n\r\n## 2. Directory Structure\r\n\r\n```\r\ncustomerdb/\r\n├── backend/ # Main PHP backend API and services\r\n│ ├── api/ # REST API endpoints (~57 files)\r\n│ ├── bin/ # Binary/executable scripts\r\n│ ├── backup/ # Backup versions of services\r\n│ └── jobs/ # Background job scripts\r\n├── frontend/ # Front Desk app (port 8895)\r\n│ ├── *.html # HTML pages\r\n│ ├── api/ # PHP API endpoints\r\n│ └── reports/ # PDF reports (MMDDYYYY/filename.pdf)\r\n├── webui/ # Management app (port 8894)\r\n│ ├── *.html # HTML pages\r\n│ ├── api/ # PHP API endpoints\r\n│ ├── backend/ # Backend API copy\r\n│ └── email/ # Email templates\r\n├── schedule/ # Easy!Appointments installation\r\n├── schema/ # Database schema files\r\n├── migrations/ # SQL migrations\r\n├── scripts/ # PowerShell/Python import scripts\r\n├── docs/ # Documentation\r\n├── blog/ # Blog system and reengineering\r\n├── csv/ # CSV data files\r\n├── backups/ # Backup archives\r\n├── Topaz/ # Topaz signature pad configs\r\n├── webui/ # Second web interface\r\n│ ├── api/\r\n│ ├── backend/\r\n│ └── frontend/\r\n├── notused/ # Deprecated/unused files\r\n└── wordpress-plugin/ # WordPress integration\r\n```\r\n\r\n---\r\n\r\n## 3. Database Schema\r\n\r\n### Core Tables (from mariadb_core_schema.sql)\r\n\r\n#### customers\r\nMain customer registry.\r\n\r\n| Column | Type | Notes |\r\n|--------|------|-------|\r\n| customer_id | INT UNSIGNED PK | Auto-increment |\r\n| legacy_customer_id | INT NULL | Original Access DB ID |\r\n| created_at | DATETIME | Record creation time |\r\n| full_name | VARCHAR(200) | Customer full name |\r\n| phone | VARCHAR(30) | Formatted (XXX) XXX-XXXX |\r\n| email | VARCHAR(255) | Email address |\r\n| pickup_due_at | DATETIME | Next pickup date (synced from EA) |\r\n| description | TEXT | Description |\r\n| notes | TEXT | Internal notes |\r\n| is_new_customer | TINYINT(1) | 1 if flagged as new |\r\n\r\n#### visits\r\nOne row per alteration job/order.\r\n\r\n| Column | Type | Notes |\r\n|--------|------|-------|\r\n| visit_id | INT UNSIGNED PK | |\r\n| legacy_visit_id | INT NULL | Original Access DB ID |\r\n| customer_id | INT UNSIGNED FK | → customers |\r\n| visit_date | DATETIME | Drop-off date |\r\n| pickup_date | DATETIME | Expected pickup |\r\n| notes | TEXT | General visit notes |\r\n| customer_name_snapshot | VARCHAR(200) | |\r\n| phone_snapshot | VARCHAR(30) | |\r\n| email_snapshot | VARCHAR(255) | |\r\n| color | VARCHAR(100) | Garment color |\r\n| alterations_needed | TEXT | |\r\n| alterations_notes | TEXT | Detailed alteration instructions |\r\n| alterations_price | DECIMAL(10,2) | Manual price field |\r\n| total_alteration_price | DECIMAL(10,2) | Calculated from items |\r\n| expedited_fee | DECIMAL(10,2) | |\r\n| paid_date | DATETIME | When paid |\r\n| signature_text | TEXT | Text signature (legacy) |\r\n| signature_date | DATETIME | |\r\n| paid_flag | TINYINT(1) | 1 = paid |\r\n| source_key_value | VARCHAR(100) | |\r\n\r\n#### visit_signatures\r\nFull resolution signature images per visit.\r\n\r\n| Column | Type | Notes |\r\n|--------|------|-------|\r\n| signature_id | BIGINT UNSIGNED PK | |\r\n| visit_id | INT UNIQUE | One signature per visit |\r\n| signature_date | DATETIME | |\r\n| image_format | VARCHAR(50) | Default 'image/png' |\r\n| original_filename | VARCHAR(255) | |\r\n| original_extension | VARCHAR(20) | |\r\n| file_size_bytes | BIGINT | |\r\n| sha256_hash | CHAR(64) | Hash for verification |\r\n| signature_image | LONGBLOB | Raw PNG binary |\r\n| created_at | DATETIME | |\r\n\r\n#### item_types\r\nMaster list of alteration types (e.g., Hem, Zipper, Taper).\r\n\r\n| Column | Type | Notes |\r\n|--------|------|-------|\r\n| item_type_id | INT UNSIGNED PK | |\r\n| type_name | VARCHAR(100) UNIQUE | Display name |\r\n\r\n#### orders\r\nOrders per visit.\r\n\r\n| Column | Type | Notes |\r\n|--------|------|-------|\r\n| order_id | BIGINT UNSIGNED PK | |\r\n| visit_id | INT UNSIGNED FK | → visits |\r\n| customer_id | INT UNSIGNED FK | → customers |\r\n| created_at | DATETIME | |\r\n| no_tax | TINYINT(1) | Tax exempt |\r\n| picked_up | TINYINT(1) | |\r\n| source_table | VARCHAR(50) | |\r\n\r\n#### order_items\r\nLine items for each alteration within a visit.\r\n\r\n| Column | Type | Notes |\r\n|--------|------|-------|\r\n| order_item_id | BIGINT UNSIGNED PK | |\r\n| order_id | BIGINT UNSIGNED FK | → orders |\r\n| legacy_alteration_id | INT NULL | |\r\n| item_type_id | INT FK | → item_types |\r\n| item_type_name | VARCHAR(100) | |\r\n| description | TEXT | |\r\n| quantity | INT | Default 1 |\r\n| unit_price | DECIMAL(10,2) | |\r\n| total_price | DECIMAL(10,2) | |\r\n| notes | TEXT | Per-item notes |\r\n| color | VARCHAR(100) | Garment color |\r\n| no_tax | TINYINT(1) | Tax exempt |\r\n| is_range_price | TINYINT(1) | |\r\n| range_price_label | VARCHAR(100) | |\r\n| paid_flag | TINYINT(1) | |\r\n| paid_type | VARCHAR(100) | |\r\n| picked_up | TINYINT(1) | |\r\n| created_at | DATETIME | |\r\n\r\n#### order_item_type_links\r\nMany-to-many links between order items and item types.\r\n\r\n| Column | Type | Notes |\r\n|--------|------|-------|\r\n| order_item_type_link_id | BIGINT UNSIGNED PK | |\r\n| order_item_id | BIGINT UNSIGNED FK | → order_items |\r\n| item_type_id | INT UNSIGNED FK | → item_types |\r\n| slot_number | TINYINT UNSIGNED | |\r\n\r\n#### payments\r\nPayment records per order.\r\n\r\n| Column | Type | Notes |\r\n|--------|------|-------|\r\n| payment_id | BIGINT UNSIGNED PK | |\r\n| order_id | BIGINT UNSIGNED FK | → orders |\r\n| payment_date | DATETIME | |\r\n| payment_type | VARCHAR(100) | |\r\n| payment_method | VARCHAR(100) | |\r\n| amount | DECIMAL(10,2) | |\r\n| notes | TEXT | |\r\n\r\n#### tax_payments\r\nTax payment records.\r\n\r\n| Column | Type | Notes |\r\n|--------|------|-------|\r\n| tax_payment_id | INT UNSIGNED PK | |\r\n| legacy_tax_payment_id | INT NULL | |\r\n| payment_date | DATETIME | |\r\n| payment_type | VARCHAR(100) | |\r\n| payment_method | VARCHAR(100) | |\r\n| amount | DECIMAL(10,2) | |\r\n| notes | TEXT | |\r\n| receipt_blob | LONGBLOB | |\r\n\r\n#### change_log\r\nAudit log for changes.\r\n\r\n| Column | Type | Notes |\r\n|--------|------|-------|\r\n| log_id | BIGINT UNSIGNED PK | |\r\n| legacy_log_id | INT NULL | |\r\n| table_name | VARCHAR(100) | |\r\n| record_id | BIGINT | |\r\n| visit_id | INT | |\r\n| field_name | VARCHAR(100) | |\r\n| old_value | TEXT | |\r\n| new_value | TEXT | |\r\n| changed_at | DATETIME | |\r\n| changed_by | VARCHAR(100) | |\r\n\r\n#### ads\r\nAdvertising/articles.\r\n\r\n| Column | Type | Notes |\r\n|--------|------|-------|\r\n| ad_id | INT UNSIGNED PK | |\r\n| legacy_ad_id | INT NULL | |\r\n| article_text | TEXT | |\r\n| article_picture | LONGBLOB | |\r\n| site_submitted | VARCHAR(255) | |\r\n| views | INT | Default 0 |\r\n| date_posted | DATETIME | |\r\n\r\n#### staging_* tables\r\nStaging tables for data migration.\r\n\r\n| Table Name | Purpose |\r\n|------------|---------|\r\n| staging_customer_table_raw | Staging for legacy customer data |\r\n| staging_customer_visits_raw | Staging for legacy visits |\r\n| staging_alteration_items_raw | Staging for items |\r\n\r\n### Additional Backend Tables\r\n\r\n| Table Name | Purpose |\r\n|------------|---------|\r\n| setmore_appointments | Synced from Setmore |\r\n| backend_conversion_job | Document conversion jobs |\r\n| backend_job_runs | Background job execution log |\r\n| customer_totals | Daily customer totals |\r\n| daily_customer_totals | Daily summary totals |\r\n| customer_payment_transactions | Payment ledger |\r\n| legacy_customer_totals_monthly | Monthly totals (legacy) |\r\n| legacy_customer_totals_irs_monthly | IRS monthly reports |\r\n| backend_appointment_workflow | Appointment state machine |\r\n| backend_no_show_log | No-show tracking |\r\n| backend_error_log | Error logging |\r\n| backend_change_log | Change audit log |\r\n| backend_document | Document storage |\r\n| backend_document_version | Document version history |\r\n| backend_speed_dial | Quick links |\r\n| backend_square_terminal_code | Square terminal pairing codes |\r\n| backend_square_terminal_device | Square device registry |\r\n| cron_job | Scheduled job definitions |\r\n| cron_job_run | Cron execution history |\r\n| app_settings | Global configuration |\r\n| app_users | Login accounts |\r\n| remember_tokens | \"Remember Me\" tokens |\r\n| customer_reports | PDF report index |\r\n\r\n---\r\n\r\n## 4. API Endpoints\r\n\r\n### 4.1 Frontend API (port 8895 /api/)\r\n\r\n| Endpoint File | Purpose |\r\n|---------------|---------|\r\n| **customer_get.php** | Get customer by ID |\r\n| **customer_save.php** | Create or update customer |\r\n| **customer_detail.php** | Customer + visits summary |\r\n| **customer_delete.php** | Delete customer |\r\n| **customer_list_hide.php** | Hide customer from list |\r\n| **search_customers.php** | Search by name/phone |\r\n| **visit_get.php** | Get visit + items |\r\n| **visit_save.php** | Create/update visit + items |\r\n| **visit_delete.php** | Delete visit |\r\n| **visit_report_generate.php** | Generate visit report |\r\n| **item_types.php** | List all alteration types |\r\n| **item_type_add.php** | Add new item type |\r\n| **item_type_update.php** | Update item type |\r\n| **item_type_delete.php** | Delete item type |\r\n| **pickups_today.php** | Orders due today |\r\n| **ready.php** | Orders ready for pickup |\r\n| **overdue.php** | Overdue orders |\r\n| **upcoming.php** | Orders due in next N days |\r\n| **workload_7days.php** | 7-day workload |\r\n| **save_signature.php** | Save canvas signature |\r\n| **reports_list.php** | Reports for customer |\r\n| **attach_reports.php** | Index all PDFs to DB |\r\n| **save_signature.php** | Save signature image |\r\n| **today_appointments_list.php** | Today's appointments |\r\n| **settings_get.php** | Get app settings |\r\n| **settings_save.php** | Save app settings |\r\n| **settings_css.php** | Live theme CSS |\r\n| **send_email.php** | Send email via SMTP |\r\n| **send_sms.php** | Send SMS via Twilio |\r\n| **send_reminders.php** | Send appointment reminders |\r\n| **ea_appointments.php** | EasyAppointments REST API |\r\n| **ea_webhook.php** | Receives EA webhook events |\r\n| **setmore.php** | Setmore API proxy |\r\n| **setmore_to_ea_import.php** | Import customers to EA |\r\n| **square_config.php** | Square public config |\r\n| **square_process.php** | Process Square payment |\r\n| **square_customer_log.php** | Customer Square log |\r\n| **square_terminal.php** | Square terminal |\r\n| **login.php** | Authenticate |\r\n| **logout.php** | Clear session |\r\n| **session_check.php** | Check if logged in |\r\n| **auth.php** | Session authentication |\r\n| **config.php** | App config constants |\r\n| **db.php** | Database connection |\r\n| **log_error.php** | Log client-side error |\r\n| **todo_list.php** | Todo list management |\r\n| **send_telegram.php** | Send Telegram messages |\r\n\r\n### 4.2 Management API (port 8894 /api/)\r\n\r\n| Endpoint File | Purpose |\r\n|---------------|---------|\r\n| **login.php** | Authenticate |\r\n| **logout.php** | Clear session |\r\n| **session_check.php** | Check if logged in |\r\n| **customer_detail.php** | Customer + visits |\r\n| **search_customers.php** | Search customers |\r\n| **update_customer.php** | Update customer |\r\n| **users_list.php** | List all users |\r\n| **user_save.php** | Create/update user |\r\n| **list_report_dirs.php** | Date folders |\r\n| **list_report_files.php** | PDFs in folder |\r\n| **report_file.php** | Access report file |\r\n| **pickups_today.php** | Today's pickups |\r\n| **ready.php** | Ready for pickup |\r\n| **overdue.php** | Overdue |\r\n| **settings_get.php** | Get settings |\r\n| **settings_save.php** | Save settings |\r\n| **settings_css.php** | Live CSS theme |\r\n| **imap_list.php** | List IMAP folders |\r\n| **imap_fetch.php** | Fetch emails |\r\n| **imap_send.php** | Send email via IMAP |\r\n| **imap_action.php** | IMAP actions |\r\n| **sms_send_helper.php** | SMS sending helper |\r\n| **sms_webhook_receive.php** | Receive SMS webhooks |\r\n| **sms_inbox_api.php** | SMS inbox API |\r\n| **slideshow_list.php** | Slideshow images |\r\n| **slideshow_upload.php** | Upload slideshow |\r\n| **slideshow_delete.php** | Delete slideshow |\r\n| **users_list.php** | User management |\r\n| **report_list.php** | Report list |\r\n| **debug_filters.php** | Debug filters |\r\n| **sysadmin.php** | System admin |\r\n| **test.php** | Testing endpoint |\r\n\r\n### 4.3 Backend API (C:\\code\\customerdb\\backend\\api\\)\r\n\r\n| Endpoint File | Purpose |\r\n|---------------|---------|\r\n| **customer.php** | Get customer details |\r\n| **customers.php** | List/search customers |\r\n| **customer_save.php** | Save/update customer |\r\n| **visit.php** | Get visit details |\r\n| **visit_delete.php** | Delete visit |\r\n| **appointments.php** | Unified appointments |\r\n| **appointments_summary.php** | Appointment statistics |\r\n| **setmore_appointments.php** | Setmore appointments |\r\n| **setmore_import.php** | Import from Setmore |\r\n| **module_*.php** | Module loaders |\r\n| **alteration_items.php** | Alteration management |\r\n| **alteration_items_summary.php** | Alteration statistics |\r\n| **gold_silver_*.php** | Gold/silver prices |\r\n| **bank_*.php** | Bank transactions |\r\n| **stocks_summary.php** | Stock data |\r\n| **medication_*.php** | Medication tracking |\r\n| **payroll_import.php** | Payroll import |\r\n| **car_maintenance_*.php** | Vehicle maintenance |\r\n| **duke_*.php** | Duke integration |\r\n| **reports_*.php** | Report generation |\r\n| **totals_import.php** | Customer totals import |\r\n| **documents.php** | Document management |\r\n| **document_upload.php** | File uploads |\r\n| **cust_email_*.php** | Email data |\r\n| **mail_*.php** | Email sending |\r\n| **reminders_create.php** | Create reminders |\r\n| **nightly_reports.php** | Nightly reports |\r\n| **morning_jobs.php** | Morning jobs |\r\n| **appointment_workflow.php** | Workflow management |\r\n| **sysadmin.php** | System admin |\r\n| **reporting_module.php** | Reporting |\r\n| **job_runs.php** | Job tracking |\r\n| **health.php** | Health check |\r\n| **overview.php** | Dashboard data |\r\n\r\n---\r\n\r\n## 5. External Integrations\r\n\r\n### 5.1 Square (Payment Processing)\r\n- **Purpose:** Point-of-sale payments, receipts, terminal management\r\n- **Features:**\r\n - Square Terminal device pairing/management\r\n - Payment processing with tips\r\n - Customer payment logging\r\n - Sandbox and live environments\r\n- **Tables:** `backend_square_terminal_code`, `backend_square_terminal_device`, `square_customer_log`\r\n\r\n### 5.2 Twilio (SMS)\r\n- **Purpose:** SMS notifications and reminders\r\n- **Features:**\r\n - Send SMS to customers\r\n - Appointment reminders\r\n - SMS consent tracking\r\n- **Settings:** `twilio_sid`, `twilio_token`, `twilio_from`\r\n\r\n### 5.3 Setmore (Appointment Booking)\r\n- **Purpose:** Appointment synchronization\r\n- **Features:**\r\n - Pull appointments from Setmore API\r\n - Link to customers/visits\r\n- **Table:** `setmore_appointments`\r\n- **Settings:** `setmore_refresh_token`, `setmore_staff_key`\r\n\r\n### 5.4 EasyAppointments (Alternative Booking)\r\n- **Purpose:** Full appointment booking platform\r\n- **Location:** C:\\code\\customerdb\\schedule\\\r\n- **Features:**\r\n - Customer/provider management\r\n - Web-based booking widget\r\n - REST API\r\n\r\n### 5.5 Telegram (Notifications)\r\n- **Purpose:** Bot-based notifications\r\n- **Features:**\r\n - Send notifications to channels\r\n - Visit alerts\r\n - Cron job status\r\n- **Settings:** `telegram_bot_token`, `telegram_chat_id`\r\n\r\n### 5.6 Ollama (AI - Optional)\r\n- **Purpose:** Local AI for email generation\r\n- **Settings:** `ollama_url`, `ollama_default_model`\r\n\r\n---\r\n\r\n## 6. Scheduled Jobs / Cron\r\n\r\n### Configured Cron Jobs\r\n\r\n| Job Label | Schedule | Purpose |\r\n|----------|----------|---------|\r\n| **Next-Day Customer Emails** | `0 20 * * *` (8 PM) | Pickup reminder emails |\r\n| **Morning Import** | `0 6 * * *` (6 AM) | Morning data import |\r\n| **Morning Jobs** | `0 9 * * *` (9 AM) | Appointment sync, workflow |\r\n| **Nightly Reports** | `0 20 * * *` (8 PM) | Generate nightly summaries |\r\n| **Database Backup** | `0 2 * * *` (2 AM) | Full MariaDB backup |\r\n| **Daily Cleanup** | `0 4 * * *` (4 AM) | Temp files, old logs |\r\n| **Auto Delete** | `15 4 * * *` (4:15 AM) | Clean placeholder records |\r\n\r\n### Background Job Scripts (backend/jobs/)\r\n\r\n| Script | Purpose |\r\n|--------|---------|\r\n| **run_morning_jobs.php** | Main morning job runner |\r\n| **smoke_morning_jobs.php** | Smoke test |\r\n| **send_nightly_reports.php** | Nightly report emailer |\r\n| **send_nextday_customer_emails.php** | Next-day reminders |\r\n| **delete_add_name_records.php** | Cleanup job |\r\n| **rebuild_customer_totals.php** | Rebuild totals |\r\n| **rebuild_daily_customer_totals.php** | Rebuild daily totals |\r\n| **rebuild_payment_ledger.php** | Rebuild payment ledger |\r\n| **import_customer_totals_csv.php** | CSV import |\r\n| **backfill_square_customer_log.php** | Square log backfill |\r\n| **run_cron_job.php** | Generic cron runner |\r\n\r\n---\r\n\r\n## 7. Web Applications\r\n\r\n### 7.1 Front Desk App (port 8895)\r\n\r\n| Page | Purpose |\r\n|------|---------|\r\n| **index.html** | Main dashboard, search, stats |\r\n| **customer.html** | Customer detail + visit history |\r\n| **visit.html** | Create/edit alteration order |\r\n| **customer_display.html** | Second monitor display |\r\n| **receipt.html** | Printable receipt |\r\n| **reports.html** | Order list by status |\r\n| **upcoming.html** | Next 7 days pickups |\r\n| **schedule.html** | Appointments calendar |\r\n| **login.html** | Login page |\r\n| **item_types.html** | Item type management |\r\n\r\n### 7.2 Management App (port 8894)\r\n\r\n| Page | Purpose |\r\n|------|---------|\r\n| **index.html** | Login page |\r\n| **webui.html** | Dashboard |\r\n| **customer.html** | Customer detail view |\r\n| **admin.html** | Reports browser |\r\n| **settings.html** | App settings editor |\r\n| **users.html** | User management |\r\n| **reports.html** | Order reports |\r\n\r\n---\r\n\r\n## 8. Settings & Configuration\r\n\r\n### app_settings Keys\r\n\r\n| Key | Purpose |\r\n|-----|---------|\r\n| theme_bg | Page background color |\r\n| theme_panel | Card/panel color |\r\n| theme_text | Text color |\r\n| theme_accent | Accent/button color |\r\n| theme_accent_deep | Darker accent |\r\n| theme_teal | Teal color |\r\n| theme_font | Font family |\r\n| smtp_host | Email server hostname |\r\n| smtp_port | Email server port |\r\n| smtp_secure | tls or ssl |\r\n| smtp_user | Email login |\r\n| smtp_pass | Email password |\r\n| smtp_from_email | From address |\r\n| smtp_from_name | From display name |\r\n| twilio_sid | Twilio Account SID |\r\n| twilio_token | Twilio Auth Token |\r\n| twilio_from | Twilio phone number |\r\n| imap_host | Incoming email server |\r\n| imap_port | IMAP port |\r\n| imap_ssl | SSL enable |\r\n| imap_user | IMAP login |\r\n| imap_pass | IMAP password |\r\n| square_token | Square API token |\r\n| square_location | Square location ID |\r\n| setmore_staff_key | Setmore API key |\r\n| setmore_refresh | Setmore refresh token |\r\n| require_report | PDF required |\r\n| require_signature | Signature required |\r\n| reports_base_path | Reports disk path |\r\n| reports_base_url | Reports URL |\r\n| ollama_url | Ollama AI URL |\r\n| ollama_default_model | Ollama model |\r\n| telegram_bot_token | Telegram bot token |\r\n| telegram_chat_id | Telegram chat ID |\r\n\r\n---\r\n\r\n## 9. Migration Notes\r\n\r\n### Access to MariaDB Workflow\r\n\r\n1. **Export source data from Access**\r\n - Export ordinary tables to CSV\r\n - Export attachment fields with VBA or DAO Recordset2 logic\r\n - Keep original IDs during migration\r\n\r\n2. **Load into MariaDB staging**\r\n - Use `LOAD DATA LOCAL INFILE` for CSV files\r\n - Load signatures separately into `visit_signatures`\r\n\r\n3. **Normalize**\r\n - `CustomerTable` → `customers`\r\n - `CustomerVisits` → `visits`\r\n - `AlterationItems` → `orders`, `order_items`, `order_item_type_links`\r\n - `2024TaxPayments` → `tax_payments`\r\n - `AlterationItemsChangeLog` → `change_log`\r\n\r\n4. **Signature BLOB path**\r\n - Export Access attachment to temp file\r\n - Convert BMP to PNG\r\n - Insert PNG bytes into `visit_signatures.signature_image`\r\n\r\n5. **Validation**\r\n - Compare source row counts vs target\r\n - Compare distinct legacy IDs\r\n - Compare sample signatures by SHA256\r\n\r\n---\r\n\r\n## 10. Scripts & Tools\r\n\r\n### PowerShell Scripts (scripts/)\r\n\r\n| Script | Purpose |\r\n|--------|---------|\r\n| **import_legacy_totals_from_excel.ps1** | Import totals from Excel |\r\n| **sync_backend_mirror.ps1** | Sync backend mirror |\r\n| **check_backend_mirror.ps1** | Check mirror status |\r\n\r\n### Python Scripts (scripts/)\r\n\r\n| Script | Purpose |\r\n|--------|---------|\r\n| **signature_blob_loader.py** | Load signature blobs |\r\n| **access_to_mariadb_parser.py** | Parse Access to MariaDB |\r\n| **import_access_v2.py** | Import Access v2 |\r\n| **import_csv_v2.py** | Import CSV v2 |\r\n\r\n### SQL Migrations (migrations/)\r\n\r\n| File | Purpose |\r\n|------|---------|\r\n| **20260407_add_conversion_job.sql** | Add conversion job table |\r\n| **20260411_order_items_item_type_name_no_fk.sql** | Order items no FK |\r\n| **20260416_blog_prompt_templates.sql** | Blog prompt templates |\r\n\r\n---\r\n\r\n## File Statistics\r\n\r\n- **Total PHP files:** 200+\r\n- **Total SQL files:** 100+\r\n- **Total HTML pages:** 20+\r\n- **Database tables:** 30+\r\n\r\n---\r\n\r\n*End of Documentation*","content_html":"<h1>Ella's Alterations - Comprehensive System Documentation</h1>\n<p><strong>Generated:</strong> April 17, 2026</p>\n<p><strong>Location:</strong> C:\\code\\customerdb</p>\n<p>---</p>\n<h2>Table of Contents</h2>\n<p>1. [System Overview](#1-system-overview)</p>\n<p>2. [Directory Structure](#2-directory-structure)</p>\n<p>3. [Database Schema](#3-database-schema)</p>\n<p>4. [API Endpoints](#4-api-endpoints)</p>\n<p>5. [External Integrations](#5-external-integrations)</p>\n<p>6. [Scheduled Jobs / Cron](#6-scheduled-jobs--cron)</p>\n<p>7. [Web Applications](#7-web-applications)</p>\n<p>8. [Settings & Configuration](#8-settings--configuration)</p>\n<p>9. [Migration Notes](#9-migration-notes)</p>\n<p>10. [Scripts & Tools](#10-scripts--tools)</p>\n<p>---</p>\n<h2>1. System Overview</h2>\n<h3>Purpose</h3>\n<p>Ella's Alterations is a comprehensive customer relationship management (CRM) andAlteration tracking system for a tailor shop. It manages customers, visits/alteration orders, appointments, payments, and provides integration with external services.</p>\n<h3>Server Information</h3>\n<ul>\n<li><strong>Primary Server:</strong> kefa@192.168.7.202</li>\n<li><strong>Mirror Drive:</strong> /mnt/drive2 (mirrors /mnt/drive1)</li>\n<li><strong>Database:</strong> MariaDB - database `ellas_alterations`, user `kefa_admin`</li>\n<li><strong>Web Server:</strong> Apache 2.4 with mod-php</li>\n<li><strong>PHP Version:</strong> 8.3</li>\n</ul>\n<h3>Three Web Applications</h3>\n<p>| App | Local URL | Public URL | Purpose |</p>\n<p>|-----|-----------|------------|---------|</p>\n<p>| Front Desk | http://192.168.7.202:8895 | https://ella.floridaalterations.com | Customer-facing operations |</p>\n<p>| Management | http://192.168.7.202:8894 | (LAN only) | Reports, admin, settings |</p>\n<p>| Scheduler | http://192.168.7.202:8897 | https://schedule.floridaalterations.com | Easy!Appointments booking |</p>\n<p>---</p>\n<h2>2. Directory Structure</h2>\n<p>```</p>\n<p>customerdb/</p>\n<p>├── backend/ # Main PHP backend API and services</p>\n<p>│ ├── api/ # REST API endpoints (~57 files)</p>\n<p>│ ├── bin/ # Binary/executable scripts</p>\n<p>│ ├── backup/ # Backup versions of services</p>\n<p>│ └── jobs/ # Background job scripts</p>\n<p>├── frontend/ # Front Desk app (port 8895)</p>\n<p>│ ├── *.html # HTML pages</p>\n<p>│ ├── api/ # PHP API endpoints</p>\n<p>│ └── reports/ # PDF reports (MMDDYYYY/filename.pdf)</p>\n<p>├── webui/ # Management app (port 8894)</p>\n<p>│ ├── *.html # HTML pages</p>\n<p>│ ├── api/ # PHP API endpoints</p>\n<p>│ ├── backend/ # Backend API copy</p>\n<p>│ └── email/ # Email templates</p>\n<p>├── schedule/ # Easy!Appointments installation</p>\n<p>├── schema/ # Database schema files</p>\n<p>├── migrations/ # SQL migrations</p>\n<p>├── scripts/ # PowerShell/Python import scripts</p>\n<p>├── docs/ # Documentation</p>\n<p>├── blog/ # Blog system and reengineering</p>\n<p>├── csv/ # CSV data files</p>\n<p>├── backups/ # Backup archives</p>\n<p>├── Topaz/ # Topaz signature pad configs</p>\n<p>├── webui/ # Second web interface</p>\n<p>│ ├── api/</p>\n<p>│ ├── backend/</p>\n<p>│ └── frontend/</p>\n<p>├── notused/ # Deprecated/unused files</p>\n<p>└── wordpress-plugin/ # WordPress integration</p>\n<p>```</p>\n<p>---</p>\n<h2>3. Database Schema</h2>\n<h3>Core Tables (from mariadb_core_schema.sql)</h3>\n<p>#### customers</p>\n<p>Main customer registry.</p>\n<p>| Column | Type | Notes |</p>\n<p>|--------|------|-------|</p>\n<p>| customer_id | INT UNSIGNED PK | Auto-increment |</p>\n<p>| legacy_customer_id | INT NULL | Original Access DB ID |</p>\n<p>| created_at | DATETIME | Record creation time |</p>\n<p>| full_name | VARCHAR(200) | Customer full name |</p>\n<p>| phone | VARCHAR(30) | Formatted (XXX) XXX-XXXX |</p>\n<p>| email | VARCHAR(255) | Email address |</p>\n<p>| pickup_due_at | DATETIME | Next pickup date (synced from EA) |</p>\n<p>| description | TEXT | Description |</p>\n<p>| notes | TEXT | Internal notes |</p>\n<p>| is_new_customer | TINYINT(1) | 1 if flagged as new |</p>\n<p>#### visits</p>\n<p>One row per alteration job/order.</p>\n<p>| Column | Type | Notes |</p>\n<p>|--------|------|-------|</p>\n<p>| visit_id | INT UNSIGNED PK | |</p>\n<p>| legacy_visit_id | INT NULL | Original Access DB ID |</p>\n<p>| customer_id | INT UNSIGNED FK | → customers |</p>\n<p>| visit_date | DATETIME | Drop-off date |</p>\n<p>| pickup_date | DATETIME | Expected pickup |</p>\n<p>| notes | TEXT | General visit notes |</p>\n<p>| customer_name_snapshot | VARCHAR(200) | |</p>\n<p>| phone_snapshot | VARCHAR(30) | |</p>\n<p>| email_snapshot | VARCHAR(255) | |</p>\n<p>| color | VARCHAR(100) | Garment color |</p>\n<p>| alterations_needed | TEXT | |</p>\n<p>| alterations_notes | TEXT | Detailed alteration instructions |</p>\n<p>| alterations_price | DECIMAL(10,2) | Manual price field |</p>\n<p>| total_alteration_price | DECIMAL(10,2) | Calculated from items |</p>\n<p>| expedited_fee | DECIMAL(10,2) | |</p>\n<p>| paid_date | DATETIME | When paid |</p>\n<p>| signature_text | TEXT | Text signature (legacy) |</p>\n<p>| signature_date | DATETIME | |</p>\n<p>| paid_flag | TINYINT(1) | 1 = paid |</p>\n<p>| source_key_value | VARCHAR(100) | |</p>\n<p>#### visit_signatures</p>\n<p>Full resolution signature images per visit.</p>\n<p>| Column | Type | Notes |</p>\n<p>|--------|------|-------|</p>\n<p>| signature_id | BIGINT UNSIGNED PK | |</p>\n<p>| visit_id | INT UNIQUE | One signature per visit |</p>\n<p>| signature_date | DATETIME | |</p>\n<p>| image_format | VARCHAR(50) | Default 'image/png' |</p>\n<p>| original_filename | VARCHAR(255) | |</p>\n<p>| original_extension | VARCHAR(20) | |</p>\n<p>| file_size_bytes | BIGINT | |</p>\n<p>| sha256_hash | CHAR(64) | Hash for verification |</p>\n<p>| signature_image | LONGBLOB | Raw PNG binary |</p>\n<p>| created_at | DATETIME | |</p>\n<p>#### item_types</p>\n<p>Master list of alteration types (e.g., Hem, Zipper, Taper).</p>\n<p>| Column | Type | Notes |</p>\n<p>|--------|------|-------|</p>\n<p>| item_type_id | INT UNSIGNED PK | |</p>\n<p>| type_name | VARCHAR(100) UNIQUE | Display name |</p>\n<p>#### orders</p>\n<p>Orders per visit.</p>\n<p>| Column | Type | Notes |</p>\n<p>|--------|------|-------|</p>\n<p>| order_id | BIGINT UNSIGNED PK | |</p>\n<p>| visit_id | INT UNSIGNED FK | → visits |</p>\n<p>| customer_id | INT UNSIGNED FK | → customers |</p>\n<p>| created_at | DATETIME | |</p>\n<p>| no_tax | TINYINT(1) | Tax exempt |</p>\n<p>| picked_up | TINYINT(1) | |</p>\n<p>| source_table | VARCHAR(50) | |</p>\n<p>#### order_items</p>\n<p>Line items for each alteration within a visit.</p>\n<p>| Column | Type | Notes |</p>\n<p>|--------|------|-------|</p>\n<p>| order_item_id | BIGINT UNSIGNED PK | |</p>\n<p>| order_id | BIGINT UNSIGNED FK | → orders |</p>\n<p>| legacy_alteration_id | INT NULL | |</p>\n<p>| item_type_id | INT FK | → item_types |</p>\n<p>| item_type_name | VARCHAR(100) | |</p>\n<p>| description | TEXT | |</p>\n<p>| quantity | INT | Default 1 |</p>\n<p>| unit_price | DECIMAL(10,2) | |</p>\n<p>| total_price | DECIMAL(10,2) | |</p>\n<p>| notes | TEXT | Per-item notes |</p>\n<p>| color | VARCHAR(100) | Garment color |</p>\n<p>| no_tax | TINYINT(1) | Tax exempt |</p>\n<p>| is_range_price | TINYINT(1) | |</p>\n<p>| range_price_label | VARCHAR(100) | |</p>\n<p>| paid_flag | TINYINT(1) | |</p>\n<p>| paid_type | VARCHAR(100) | |</p>\n<p>| picked_up | TINYINT(1) | |</p>\n<p>| created_at | DATETIME | |</p>\n<p>#### order_item_type_links</p>\n<p>Many-to-many links between order items and item types.</p>\n<p>| Column | Type | Notes |</p>\n<p>|--------|------|-------|</p>\n<p>| order_item_type_link_id | BIGINT UNSIGNED PK | |</p>\n<p>| order_item_id | BIGINT UNSIGNED FK | → order_items |</p>\n<p>| item_type_id | INT UNSIGNED FK | → item_types |</p>\n<p>| slot_number | TINYINT UNSIGNED | |</p>\n<p>#### payments</p>\n<p>Payment records per order.</p>\n<p>| Column | Type | Notes |</p>\n<p>|--------|------|-------|</p>\n<p>| payment_id | BIGINT UNSIGNED PK | |</p>\n<p>| order_id | BIGINT UNSIGNED FK | → orders |</p>\n<p>| payment_date | DATETIME | |</p>\n<p>| payment_type | VARCHAR(100) | |</p>\n<p>| payment_method | VARCHAR(100) | |</p>\n<p>| amount | DECIMAL(10,2) | |</p>\n<p>| notes | TEXT | |</p>\n<p>#### tax_payments</p>\n<p>Tax payment records.</p>\n<p>| Column | Type | Notes |</p>\n<p>|--------|------|-------|</p>\n<p>| tax_payment_id | INT UNSIGNED PK | |</p>\n<p>| legacy_tax_payment_id | INT NULL | |</p>\n<p>| payment_date | DATETIME | |</p>\n<p>| payment_type | VARCHAR(100) | |</p>\n<p>| payment_method | VARCHAR(100) | |</p>\n<p>| amount | DECIMAL(10,2) | |</p>\n<p>| notes | TEXT | |</p>\n<p>| receipt_blob | LONGBLOB | |</p>\n<p>#### change_log</p>\n<p>Audit log for changes.</p>\n<p>| Column | Type | Notes |</p>\n<p>|--------|------|-------|</p>\n<p>| log_id | BIGINT UNSIGNED PK | |</p>\n<p>| legacy_log_id | INT NULL | |</p>\n<p>| table_name | VARCHAR(100) | |</p>\n<p>| record_id | BIGINT | |</p>\n<p>| visit_id | INT | |</p>\n<p>| field_name | VARCHAR(100) | |</p>\n<p>| old_value | TEXT | |</p>\n<p>| new_value | TEXT | |</p>\n<p>| changed_at | DATETIME | |</p>\n<p>| changed_by | VARCHAR(100) | |</p>\n<p>#### ads</p>\n<p>Advertising/articles.</p>\n<p>| Column | Type | Notes |</p>\n<p>|--------|------|-------|</p>\n<p>| ad_id | INT UNSIGNED PK | |</p>\n<p>| legacy_ad_id | INT NULL | |</p>\n<p>| article_text | TEXT | |</p>\n<p>| article_picture | LONGBLOB | |</p>\n<p>| site_submitted | VARCHAR(255) | |</p>\n<p>| views | INT | Default 0 |</p>\n<p>| date_posted | DATETIME | |</p>\n<p>#### staging_* tables</p>\n<p>Staging tables for data migration.</p>\n<p>| Table Name | Purpose |</p>\n<p>|------------|---------|</p>\n<p>| staging_customer_table_raw | Staging for legacy customer data |</p>\n<p>| staging_customer_visits_raw | Staging for legacy visits |</p>\n<p>| staging_alteration_items_raw | Staging for items |</p>\n<h3>Additional Backend Tables</h3>\n<p>| Table Name | Purpose |</p>\n<p>|------------|---------|</p>\n<p>| setmore_appointments | Synced from Setmore |</p>\n<p>| backend_conversion_job | Document conversion jobs |</p>\n<p>| backend_job_runs | Background job execution log |</p>\n<p>| customer_totals | Daily customer totals |</p>\n<p>| daily_customer_totals | Daily summary totals |</p>\n<p>| customer_payment_transactions | Payment ledger |</p>\n<p>| legacy_customer_totals_monthly | Monthly totals (legacy) |</p>\n<p>| legacy_customer_totals_irs_monthly | IRS monthly reports |</p>\n<p>| backend_appointment_workflow | Appointment state machine |</p>\n<p>| backend_no_show_log | No-show tracking |</p>\n<p>| backend_error_log | Error logging |</p>\n<p>| backend_change_log | Change audit log |</p>\n<p>| backend_document | Document storage |</p>\n<p>| backend_document_version | Document version history |</p>\n<p>| backend_speed_dial | Quick links |</p>\n<p>| backend_square_terminal_code | Square terminal pairing codes |</p>\n<p>| backend_square_terminal_device | Square device registry |</p>\n<p>| cron_job | Scheduled job definitions |</p>\n<p>| cron_job_run | Cron execution history |</p>\n<p>| app_settings | Global configuration |</p>\n<p>| app_users | Login accounts |</p>\n<p>| remember_tokens | "Remember Me" tokens |</p>\n<p>| customer_reports | PDF report index |</p>\n<p>---</p>\n<h2>4. API Endpoints</h2>\n<h3>4.1 Frontend API (port 8895 /api/)</h3>\n<p>| Endpoint File | Purpose |</p>\n<p>|---------------|---------|</p>\n<p>| <strong>customer_get.php</strong> | Get customer by ID |</p>\n<p>| <strong>customer_save.php</strong> | Create or update customer |</p>\n<p>| <strong>customer_detail.php</strong> | Customer + visits summary |</p>\n<p>| <strong>customer_delete.php</strong> | Delete customer |</p>\n<p>| <strong>customer_list_hide.php</strong> | Hide customer from list |</p>\n<p>| <strong>search_customers.php</strong> | Search by name/phone |</p>\n<p>| <strong>visit_get.php</strong> | Get visit + items |</p>\n<p>| <strong>visit_save.php</strong> | Create/update visit + items |</p>\n<p>| <strong>visit_delete.php</strong> | Delete visit |</p>\n<p>| <strong>visit_report_generate.php</strong> | Generate visit report |</p>\n<p>| <strong>item_types.php</strong> | List all alteration types |</p>\n<p>| <strong>item_type_add.php</strong> | Add new item type |</p>\n<p>| <strong>item_type_update.php</strong> | Update item type |</p>\n<p>| <strong>item_type_delete.php</strong> | Delete item type |</p>\n<p>| <strong>pickups_today.php</strong> | Orders due today |</p>\n<p>| <strong>ready.php</strong> | Orders ready for pickup |</p>\n<p>| <strong>overdue.php</strong> | Overdue orders |</p>\n<p>| <strong>upcoming.php</strong> | Orders due in next N days |</p>\n<p>| <strong>workload_7days.php</strong> | 7-day workload |</p>\n<p>| <strong>save_signature.php</strong> | Save canvas signature |</p>\n<p>| <strong>reports_list.php</strong> | Reports for customer |</p>\n<p>| <strong>attach_reports.php</strong> | Index all PDFs to DB |</p>\n<p>| <strong>save_signature.php</strong> | Save signature image |</p>\n<p>| <strong>today_appointments_list.php</strong> | Today's appointments |</p>\n<p>| <strong>settings_get.php</strong> | Get app settings |</p>\n<p>| <strong>settings_save.php</strong> | Save app settings |</p>\n<p>| <strong>settings_css.php</strong> | Live theme CSS |</p>\n<p>| <strong>send_email.php</strong> | Send email via SMTP |</p>\n<p>| <strong>send_sms.php</strong> | Send SMS via Twilio |</p>\n<p>| <strong>send_reminders.php</strong> | Send appointment reminders |</p>\n<p>| <strong>ea_appointments.php</strong> | EasyAppointments REST API |</p>\n<p>| <strong>ea_webhook.php</strong> | Receives EA webhook events |</p>\n<p>| <strong>setmore.php</strong> | Setmore API proxy |</p>\n<p>| <strong>setmore_to_ea_import.php</strong> | Import customers to EA |</p>\n<p>| <strong>square_config.php</strong> | Square public config |</p>\n<p>| <strong>square_process.php</strong> | Process Square payment |</p>\n<p>| <strong>square_customer_log.php</strong> | Customer Square log |</p>\n<p>| <strong>square_terminal.php</strong> | Square terminal |</p>\n<p>| <strong>login.php</strong> | Authenticate |</p>\n<p>| <strong>logout.php</strong> | Clear session |</p>\n<p>| <strong>session_check.php</strong> | Check if logged in |</p>\n<p>| <strong>auth.php</strong> | Session authentication |</p>\n<p>| <strong>config.php</strong> | App config constants |</p>\n<p>| <strong>db.php</strong> | Database connection |</p>\n<p>| <strong>log_error.php</strong> | Log client-side error |</p>\n<p>| <strong>todo_list.php</strong> | Todo list management |</p>\n<p>| <strong>send_telegram.php</strong> | Send Telegram messages |</p>\n<h3>4.2 Management API (port 8894 /api/)</h3>\n<p>| Endpoint File | Purpose |</p>\n<p>|---------------|---------|</p>\n<p>| <strong>login.php</strong> | Authenticate |</p>\n<p>| <strong>logout.php</strong> | Clear session |</p>\n<p>| <strong>session_check.php</strong> | Check if logged in |</p>\n<p>| <strong>customer_detail.php</strong> | Customer + visits |</p>\n<p>| <strong>search_customers.php</strong> | Search customers |</p>\n<p>| <strong>update_customer.php</strong> | Update customer |</p>\n<p>| <strong>users_list.php</strong> | List all users |</p>\n<p>| <strong>user_save.php</strong> | Create/update user |</p>\n<p>| <strong>list_report_dirs.php</strong> | Date folders |</p>\n<p>| <strong>list_report_files.php</strong> | PDFs in folder |</p>\n<p>| <strong>report_file.php</strong> | Access report file |</p>\n<p>| <strong>pickups_today.php</strong> | Today's pickups |</p>\n<p>| <strong>ready.php</strong> | Ready for pickup |</p>\n<p>| <strong>overdue.php</strong> | Overdue |</p>\n<p>| <strong>settings_get.php</strong> | Get settings |</p>\n<p>| <strong>settings_save.php</strong> | Save settings |</p>\n<p>| <strong>settings_css.php</strong> | Live CSS theme |</p>\n<p>| <strong>imap_list.php</strong> | List IMAP folders |</p>\n<p>| <strong>imap_fetch.php</strong> | Fetch emails |</p>\n<p>| <strong>imap_send.php</strong> | Send email via IMAP |</p>\n<p>| <strong>imap_action.php</strong> | IMAP actions |</p>\n<p>| <strong>sms_send_helper.php</strong> | SMS sending helper |</p>\n<p>| <strong>sms_webhook_receive.php</strong> | Receive SMS webhooks |</p>\n<p>| <strong>sms_inbox_api.php</strong> | SMS inbox API |</p>\n<p>| <strong>slideshow_list.php</strong> | Slideshow images |</p>\n<p>| <strong>slideshow_upload.php</strong> | Upload slideshow |</p>\n<p>| <strong>slideshow_delete.php</strong> | Delete slideshow |</p>\n<p>| <strong>users_list.php</strong> | User management |</p>\n<p>| <strong>report_list.php</strong> | Report list |</p>\n<p>| <strong>debug_filters.php</strong> | Debug filters |</p>\n<p>| <strong>sysadmin.php</strong> | System admin |</p>\n<p>| <strong>test.php</strong> | Testing endpoint |</p>\n<h3>4.3 Backend API (C:\\code\\customerdb\\backend\\api\\)</h3>\n<p>| Endpoint File | Purpose |</p>\n<p>|---------------|---------|</p>\n<p>| <strong>customer.php</strong> | Get customer details |</p>\n<p>| <strong>customers.php</strong> | List/search customers |</p>\n<p>| <strong>customer_save.php</strong> | Save/update customer |</p>\n<p>| <strong>visit.php</strong> | Get visit details |</p>\n<p>| <strong>visit_delete.php</strong> | Delete visit |</p>\n<p>| <strong>appointments.php</strong> | Unified appointments |</p>\n<p>| <strong>appointments_summary.php</strong> | Appointment statistics |</p>\n<p>| <strong>setmore_appointments.php</strong> | Setmore appointments |</p>\n<p>| <strong>setmore_import.php</strong> | Import from Setmore |</p>\n<p>| <strong>module_*.php</strong> | Module loaders |</p>\n<p>| <strong>alteration_items.php</strong> | Alteration management |</p>\n<p>| <strong>alteration_items_summary.php</strong> | Alteration statistics |</p>\n<p>| <strong>gold_silver_*.php</strong> | Gold/silver prices |</p>\n<p>| <strong>bank_*.php</strong> | Bank transactions |</p>\n<p>| <strong>stocks_summary.php</strong> | Stock data |</p>\n<p>| <strong>medication_*.php</strong> | Medication tracking |</p>\n<p>| <strong>payroll_import.php</strong> | Payroll import |</p>\n<p>| <strong>car_maintenance_*.php</strong> | Vehicle maintenance |</p>\n<p>| <strong>duke_*.php</strong> | Duke integration |</p>\n<p>| <strong>reports_*.php</strong> | Report generation |</p>\n<p>| <strong>totals_import.php</strong> | Customer totals import |</p>\n<p>| <strong>documents.php</strong> | Document management |</p>\n<p>| <strong>document_upload.php</strong> | File uploads |</p>\n<p>| <strong>cust_email_*.php</strong> | Email data |</p>\n<p>| <strong>mail_*.php</strong> | Email sending |</p>\n<p>| <strong>reminders_create.php</strong> | Create reminders |</p>\n<p>| <strong>nightly_reports.php</strong> | Nightly reports |</p>\n<p>| <strong>morning_jobs.php</strong> | Morning jobs |</p>\n<p>| <strong>appointment_workflow.php</strong> | Workflow management |</p>\n<p>| <strong>sysadmin.php</strong> | System admin |</p>\n<p>| <strong>reporting_module.php</strong> | Reporting |</p>\n<p>| <strong>job_runs.php</strong> | Job tracking |</p>\n<p>| <strong>health.php</strong> | Health check |</p>\n<p>| <strong>overview.php</strong> | Dashboard data |</p>\n<p>---</p>\n<h2>5. External Integrations</h2>\n<h3>5.1 Square (Payment Processing)</h3>\n<ul>\n<li><strong>Purpose:</strong> Point-of-sale payments, receipts, terminal management</li>\n<li><strong>Features:</strong></li>\n<li>Square Terminal device pairing/management</li>\n<li>Payment processing with tips</li>\n<li>Customer payment logging</li>\n<li>Sandbox and live environments</li>\n<li><strong>Tables:</strong> `backend_square_terminal_code`, `backend_square_terminal_device`, `square_customer_log`</li>\n</ul>\n<h3>5.2 Twilio (SMS)</h3>\n<ul>\n<li><strong>Purpose:</strong> SMS notifications and reminders</li>\n<li><strong>Features:</strong></li>\n<li>Send SMS to customers</li>\n<li>Appointment reminders</li>\n<li>SMS consent tracking</li>\n<li><strong>Settings:</strong> `twilio_sid`, `twilio_token`, `twilio_from`</li>\n</ul>\n<h3>5.3 Setmore (Appointment Booking)</h3>\n<ul>\n<li><strong>Purpose:</strong> Appointment synchronization</li>\n<li><strong>Features:</strong></li>\n<li>Pull appointments from Setmore API</li>\n<li>Link to customers/visits</li>\n<li><strong>Table:</strong> `setmore_appointments`</li>\n<li><strong>Settings:</strong> `setmore_refresh_token`, `setmore_staff_key`</li>\n</ul>\n<h3>5.4 EasyAppointments (Alternative Booking)</h3>\n<ul>\n<li><strong>Purpose:</strong> Full appointment booking platform</li>\n<li><strong>Location:</strong> C:\\code\\customerdb\\schedule\\</li>\n<li><strong>Features:</strong></li>\n<li>Customer/provider management</li>\n<li>Web-based booking widget</li>\n<li>REST API</li>\n</ul>\n<h3>5.5 Telegram (Notifications)</h3>\n<ul>\n<li><strong>Purpose:</strong> Bot-based notifications</li>\n<li><strong>Features:</strong></li>\n<li>Send notifications to channels</li>\n<li>Visit alerts</li>\n<li>Cron job status</li>\n<li><strong>Settings:</strong> `telegram_bot_token`, `telegram_chat_id`</li>\n</ul>\n<h3>5.6 Ollama (AI - Optional)</h3>\n<ul>\n<li><strong>Purpose:</strong> Local AI for email generation</li>\n<li><strong>Settings:</strong> `ollama_url`, `ollama_default_model`</li>\n</ul>\n<p>---</p>\n<h2>6. Scheduled Jobs / Cron</h2>\n<h3>Configured Cron Jobs</h3>\n<p>| Job Label | Schedule | Purpose |</p>\n<p>|----------|----------|---------|</p>\n<p>| <strong>Next-Day Customer Emails</strong> | `0 20 <em> </em> *` (8 PM) | Pickup reminder emails |</p>\n<p>| <strong>Morning Import</strong> | `0 6 <em> </em> *` (6 AM) | Morning data import |</p>\n<p>| <strong>Morning Jobs</strong> | `0 9 <em> </em> *` (9 AM) | Appointment sync, workflow |</p>\n<p>| <strong>Nightly Reports</strong> | `0 20 <em> </em> *` (8 PM) | Generate nightly summaries |</p>\n<p>| <strong>Database Backup</strong> | `0 2 <em> </em> *` (2 AM) | Full MariaDB backup |</p>\n<p>| <strong>Daily Cleanup</strong> | `0 4 <em> </em> *` (4 AM) | Temp files, old logs |</p>\n<p>| <strong>Auto Delete</strong> | `15 4 <em> </em> *` (4:15 AM) | Clean placeholder records |</p>\n<h3>Background Job Scripts (backend/jobs/)</h3>\n<p>| Script | Purpose |</p>\n<p>|--------|---------|</p>\n<p>| <strong>run_morning_jobs.php</strong> | Main morning job runner |</p>\n<p>| <strong>smoke_morning_jobs.php</strong> | Smoke test |</p>\n<p>| <strong>send_nightly_reports.php</strong> | Nightly report emailer |</p>\n<p>| <strong>send_nextday_customer_emails.php</strong> | Next-day reminders |</p>\n<p>| <strong>delete_add_name_records.php</strong> | Cleanup job |</p>\n<p>| <strong>rebuild_customer_totals.php</strong> | Rebuild totals |</p>\n<p>| <strong>rebuild_daily_customer_totals.php</strong> | Rebuild daily totals |</p>\n<p>| <strong>rebuild_payment_ledger.php</strong> | Rebuild payment ledger |</p>\n<p>| <strong>import_customer_totals_csv.php</strong> | CSV import |</p>\n<p>| <strong>backfill_square_customer_log.php</strong> | Square log backfill |</p>\n<p>| <strong>run_cron_job.php</strong> | Generic cron runner |</p>\n<p>---</p>\n<h2>7. Web Applications</h2>\n<h3>7.1 Front Desk App (port 8895)</h3>\n<p>| Page | Purpose |</p>\n<p>|------|---------|</p>\n<p>| <strong>index.html</strong> | Main dashboard, search, stats |</p>\n<p>| <strong>customer.html</strong> | Customer detail + visit history |</p>\n<p>| <strong>visit.html</strong> | Create/edit alteration order |</p>\n<p>| <strong>customer_display.html</strong> | Second monitor display |</p>\n<p>| <strong>receipt.html</strong> | Printable receipt |</p>\n<p>| <strong>reports.html</strong> | Order list by status |</p>\n<p>| <strong>upcoming.html</strong> | Next 7 days pickups |</p>\n<p>| <strong>schedule.html</strong> | Appointments calendar |</p>\n<p>| <strong>login.html</strong> | Login page |</p>\n<p>| <strong>item_types.html</strong> | Item type management |</p>\n<h3>7.2 Management App (port 8894)</h3>\n<p>| Page | Purpose |</p>\n<p>|------|---------|</p>\n<p>| <strong>index.html</strong> | Login page |</p>\n<p>| <strong>webui.html</strong> | Dashboard |</p>\n<p>| <strong>customer.html</strong> | Customer detail view |</p>\n<p>| <strong>admin.html</strong> | Reports browser |</p>\n<p>| <strong>settings.html</strong> | App settings editor |</p>\n<p>| <strong>users.html</strong> | User management |</p>\n<p>| <strong>reports.html</strong> | Order reports |</p>\n<p>---</p>\n<h2>8. Settings & Configuration</h2>\n<h3>app_settings Keys</h3>\n<p>| Key | Purpose |</p>\n<p>|-----|---------|</p>\n<p>| theme_bg | Page background color |</p>\n<p>| theme_panel | Card/panel color |</p>\n<p>| theme_text | Text color |</p>\n<p>| theme_accent | Accent/button color |</p>\n<p>| theme_accent_deep | Darker accent |</p>\n<p>| theme_teal | Teal color |</p>\n<p>| theme_font | Font family |</p>\n<p>| smtp_host | Email server hostname |</p>\n<p>| smtp_port | Email server port |</p>\n<p>| smtp_secure | tls or ssl |</p>\n<p>| smtp_user | Email login |</p>\n<p>| smtp_pass | Email password |</p>\n<p>| smtp_from_email | From address |</p>\n<p>| smtp_from_name | From display name |</p>\n<p>| twilio_sid | Twilio Account SID |</p>\n<p>| twilio_token | Twilio Auth Token |</p>\n<p>| twilio_from | Twilio phone number |</p>\n<p>| imap_host | Incoming email server |</p>\n<p>| imap_port | IMAP port |</p>\n<p>| imap_ssl | SSL enable |</p>\n<p>| imap_user | IMAP login |</p>\n<p>| imap_pass | IMAP password |</p>\n<p>| square_token | Square API token |</p>\n<p>| square_location | Square location ID |</p>\n<p>| setmore_staff_key | Setmore API key |</p>\n<p>| setmore_refresh | Setmore refresh token |</p>\n<p>| require_report | PDF required |</p>\n<p>| require_signature | Signature required |</p>\n<p>| reports_base_path | Reports disk path |</p>\n<p>| reports_base_url | Reports URL |</p>\n<p>| ollama_url | Ollama AI URL |</p>\n<p>| ollama_default_model | Ollama model |</p>\n<p>| telegram_bot_token | Telegram bot token |</p>\n<p>| telegram_chat_id | Telegram chat ID |</p>\n<p>---</p>\n<h2>9. Migration Notes</h2>\n<h3>Access to MariaDB Workflow</h3>\n<p>1. <strong>Export source data from Access</strong></p>\n<ul>\n<li>Export ordinary tables to CSV</li>\n<li>Export attachment fields with VBA or DAO Recordset2 logic</li>\n<li>Keep original IDs during migration</li>\n</ul>\n<p>2. <strong>Load into MariaDB staging</strong></p>\n<ul>\n<li>Use `LOAD DATA LOCAL INFILE` for CSV files</li>\n<li>Load signatures separately into `visit_signatures`</li>\n</ul>\n<p>3. <strong>Normalize</strong></p>\n<ul>\n<li>`CustomerTable` → `customers`</li>\n<li>`CustomerVisits` → `visits`</li>\n<li>`AlterationItems` → `orders`, `order_items`, `order_item_type_links`</li>\n<li>`2024TaxPayments` → `tax_payments`</li>\n<li>`AlterationItemsChangeLog` → `change_log`</li>\n</ul>\n<p>4. <strong>Signature BLOB path</strong></p>\n<ul>\n<li>Export Access attachment to temp file</li>\n<li>Convert BMP to PNG</li>\n<li>Insert PNG bytes into `visit_signatures.signature_image`</li>\n</ul>\n<p>5. <strong>Validation</strong></p>\n<ul>\n<li>Compare source row counts vs target</li>\n<li>Compare distinct legacy IDs</li>\n<li>Compare sample signatures by SHA256</li>\n</ul>\n<p>---</p>\n<h2>10. Scripts & Tools</h2>\n<h3>PowerShell Scripts (scripts/)</h3>\n<p>| Script | Purpose |</p>\n<p>|--------|---------|</p>\n<p>| <strong>import_legacy_totals_from_excel.ps1</strong> | Import totals from Excel |</p>\n<p>| <strong>sync_backend_mirror.ps1</strong> | Sync backend mirror |</p>\n<p>| <strong>check_backend_mirror.ps1</strong> | Check mirror status |</p>\n<h3>Python Scripts (scripts/)</h3>\n<p>| Script | Purpose |</p>\n<p>|--------|---------|</p>\n<p>| <strong>signature_blob_loader.py</strong> | Load signature blobs |</p>\n<p>| <strong>access_to_mariadb_parser.py</strong> | Parse Access to MariaDB |</p>\n<p>| <strong>import_access_v2.py</strong> | Import Access v2 |</p>\n<p>| <strong>import_csv_v2.py</strong> | Import CSV v2 |</p>\n<h3>SQL Migrations (migrations/)</h3>\n<p>| File | Purpose |</p>\n<p>|------|---------|</p>\n<p>| <strong>20260407_add_conversion_job.sql</strong> | Add conversion job table |</p>\n<p>| <strong>20260411_order_items_item_type_name_no_fk.sql</strong> | Order items no FK |</p>\n<p>| <strong>20260416_blog_prompt_templates.sql</strong> | Blog prompt templates |</p>\n<p>---</p>\n<h2>File Statistics</h2>\n<ul>\n<li><strong>Total PHP files:</strong> 200+</li>\n<li><strong>Total SQL files:</strong> 100+</li>\n<li><strong>Total HTML pages:</strong> 20+</li>\n<li><strong>Database tables:</strong> 30+</li>\n</ul>\n<p>---</p>\n<p><em>End of Documentation</em></p>","file_name":"COMPREHENSIVE_DOCUMENTATION.md","stored_name":"20260417-160828-6006d4f1.md","mime_type":"application/octet-stream","file_size_bytes":"22313","storage_path":"/mnt/drive1/customerdb/backend/documents_storage/20260417-160828-6006d4f1.md","is_deleted":"0","created_at":"2026-04-17 12:08:29","updated_at":"2026-04-17 12:08:52","editor_content":"# Ella's Alterations - Comprehensive System Documentation\r\n\r\n**Generated:** April 17, 2026\r\n**Location:** C:\\code\\customerdb\r\n\r\n---\r\n\r\n## Table of Contents\r\n\r\n1. [System Overview](#1-system-overview)\r\n2. [Directory Structure](#2-directory-structure)\r\n3. [Database Schema](#3-database-schema)\r\n4. [API Endpoints](#4-api-endpoints)\r\n5. [External Integrations](#5-external-integrations)\r\n6. [Scheduled Jobs / Cron](#6-scheduled-jobs--cron)\r\n7. [Web Applications](#7-web-applications)\r\n8. [Settings & Configuration](#8-settings--configuration)\r\n9. [Migration Notes](#9-migration-notes)\r\n10. [Scripts & Tools](#10-scripts--tools)\r\n\r\n---\r\n\r\n## 1. System Overview\r\n\r\n### Purpose\r\nElla's Alterations is a comprehensive customer relationship management (CRM) andAlteration tracking system for a tailor shop. It manages customers, visits/alteration orders, appointments, payments, and provides integration with external services.\r\n\r\n### Server Information\r\n- **Primary Server:** kefa@192.168.7.202\r\n- **Mirror Drive:** /mnt/drive2 (mirrors /mnt/drive1)\r\n- **Database:** MariaDB - database `ellas_alterations`, user `kefa_admin`\r\n- **Web Server:** Apache 2.4 with mod-php\r\n- **PHP Version:** 8.3\r\n\r\n### Three Web Applications\r\n\r\n| App | Local URL | Public URL | Purpose |\r\n|-----|-----------|------------|---------|\r\n| Front Desk | http://192.168.7.202:8895 | https://ella.floridaalterations.com | Customer-facing operations |\r\n| Management | http://192.168.7.202:8894 | (LAN only) | Reports, admin, settings |\r\n| Scheduler | http://192.168.7.202:8897 | https://schedule.floridaalterations.com | Easy!Appointments booking |\r\n\r\n---\r\n\r\n## 2. Directory Structure\r\n\r\n```\r\ncustomerdb/\r\n├── backend/ # Main PHP backend API and services\r\n│ ├── api/ # REST API endpoints (~57 files)\r\n│ ├── bin/ # Binary/executable scripts\r\n│ ├── backup/ # Backup versions of services\r\n│ └── jobs/ # Background job scripts\r\n├── frontend/ # Front Desk app (port 8895)\r\n│ ├── *.html # HTML pages\r\n│ ├── api/ # PHP API endpoints\r\n│ └── reports/ # PDF reports (MMDDYYYY/filename.pdf)\r\n├── webui/ # Management app (port 8894)\r\n│ ├── *.html # HTML pages\r\n│ ├── api/ # PHP API endpoints\r\n│ ├── backend/ # Backend API copy\r\n│ └── email/ # Email templates\r\n├── schedule/ # Easy!Appointments installation\r\n├── schema/ # Database schema files\r\n├── migrations/ # SQL migrations\r\n├── scripts/ # PowerShell/Python import scripts\r\n├── docs/ # Documentation\r\n├── blog/ # Blog system and reengineering\r\n├── csv/ # CSV data files\r\n├── backups/ # Backup archives\r\n├── Topaz/ # Topaz signature pad configs\r\n├── webui/ # Second web interface\r\n│ ├── api/\r\n│ ├── backend/\r\n│ └── frontend/\r\n├── notused/ # Deprecated/unused files\r\n└── wordpress-plugin/ # WordPress integration\r\n```\r\n\r\n---\r\n\r\n## 3. Database Schema\r\n\r\n### Core Tables (from mariadb_core_schema.sql)\r\n\r\n#### customers\r\nMain customer registry.\r\n\r\n| Column | Type | Notes |\r\n|--------|------|-------|\r\n| customer_id | INT UNSIGNED PK | Auto-increment |\r\n| legacy_customer_id | INT NULL | Original Access DB ID |\r\n| created_at | DATETIME | Record creation time |\r\n| full_name | VARCHAR(200) | Customer full name |\r\n| phone | VARCHAR(30) | Formatted (XXX) XXX-XXXX |\r\n| email | VARCHAR(255) | Email address |\r\n| pickup_due_at | DATETIME | Next pickup date (synced from EA) |\r\n| description | TEXT | Description |\r\n| notes | TEXT | Internal notes |\r\n| is_new_customer | TINYINT(1) | 1 if flagged as new |\r\n\r\n#### visits\r\nOne row per alteration job/order.\r\n\r\n| Column | Type | Notes |\r\n|--------|------|-------|\r\n| visit_id | INT UNSIGNED PK | |\r\n| legacy_visit_id | INT NULL | Original Access DB ID |\r\n| customer_id | INT UNSIGNED FK | → customers |\r\n| visit_date | DATETIME | Drop-off date |\r\n| pickup_date | DATETIME | Expected pickup |\r\n| notes | TEXT | General visit notes |\r\n| customer_name_snapshot | VARCHAR(200) | |\r\n| phone_snapshot | VARCHAR(30) | |\r\n| email_snapshot | VARCHAR(255) | |\r\n| color | VARCHAR(100) | Garment color |\r\n| alterations_needed | TEXT | |\r\n| alterations_notes | TEXT | Detailed alteration instructions |\r\n| alterations_price | DECIMAL(10,2) | Manual price field |\r\n| total_alteration_price | DECIMAL(10,2) | Calculated from items |\r\n| expedited_fee | DECIMAL(10,2) | |\r\n| paid_date | DATETIME | When paid |\r\n| signature_text | TEXT | Text signature (legacy) |\r\n| signature_date | DATETIME | |\r\n| paid_flag | TINYINT(1) | 1 = paid |\r\n| source_key_value | VARCHAR(100) | |\r\n\r\n#### visit_signatures\r\nFull resolution signature images per visit.\r\n\r\n| Column | Type | Notes |\r\n|--------|------|-------|\r\n| signature_id | BIGINT UNSIGNED PK | |\r\n| visit_id | INT UNIQUE | One signature per visit |\r\n| signature_date | DATETIME | |\r\n| image_format | VARCHAR(50) | Default 'image/png' |\r\n| original_filename | VARCHAR(255) | |\r\n| original_extension | VARCHAR(20) | |\r\n| file_size_bytes | BIGINT | |\r\n| sha256_hash | CHAR(64) | Hash for verification |\r\n| signature_image | LONGBLOB | Raw PNG binary |\r\n| created_at | DATETIME | |\r\n\r\n#### item_types\r\nMaster list of alteration types (e.g., Hem, Zipper, Taper).\r\n\r\n| Column | Type | Notes |\r\n|--------|------|-------|\r\n| item_type_id | INT UNSIGNED PK | |\r\n| type_name | VARCHAR(100) UNIQUE | Display name |\r\n\r\n#### orders\r\nOrders per visit.\r\n\r\n| Column | Type | Notes |\r\n|--------|------|-------|\r\n| order_id | BIGINT UNSIGNED PK | |\r\n| visit_id | INT UNSIGNED FK | → visits |\r\n| customer_id | INT UNSIGNED FK | → customers |\r\n| created_at | DATETIME | |\r\n| no_tax | TINYINT(1) | Tax exempt |\r\n| picked_up | TINYINT(1) | |\r\n| source_table | VARCHAR(50) | |\r\n\r\n#### order_items\r\nLine items for each alteration within a visit.\r\n\r\n| Column | Type | Notes |\r\n|--------|------|-------|\r\n| order_item_id | BIGINT UNSIGNED PK | |\r\n| order_id | BIGINT UNSIGNED FK | → orders |\r\n| legacy_alteration_id | INT NULL | |\r\n| item_type_id | INT FK | → item_types |\r\n| item_type_name | VARCHAR(100) | |\r\n| description | TEXT | |\r\n| quantity | INT | Default 1 |\r\n| unit_price | DECIMAL(10,2) | |\r\n| total_price | DECIMAL(10,2) | |\r\n| notes | TEXT | Per-item notes |\r\n| color | VARCHAR(100) | Garment color |\r\n| no_tax | TINYINT(1) | Tax exempt |\r\n| is_range_price | TINYINT(1) | |\r\n| range_price_label | VARCHAR(100) | |\r\n| paid_flag | TINYINT(1) | |\r\n| paid_type | VARCHAR(100) | |\r\n| picked_up | TINYINT(1) | |\r\n| created_at | DATETIME | |\r\n\r\n#### order_item_type_links\r\nMany-to-many links between order items and item types.\r\n\r\n| Column | Type | Notes |\r\n|--------|------|-------|\r\n| order_item_type_link_id | BIGINT UNSIGNED PK | |\r\n| order_item_id | BIGINT UNSIGNED FK | → order_items |\r\n| item_type_id | INT UNSIGNED FK | → item_types |\r\n| slot_number | TINYINT UNSIGNED | |\r\n\r\n#### payments\r\nPayment records per order.\r\n\r\n| Column | Type | Notes |\r\n|--------|------|-------|\r\n| payment_id | BIGINT UNSIGNED PK | |\r\n| order_id | BIGINT UNSIGNED FK | → orders |\r\n| payment_date | DATETIME | |\r\n| payment_type | VARCHAR(100) | |\r\n| payment_method | VARCHAR(100) | |\r\n| amount | DECIMAL(10,2) | |\r\n| notes | TEXT | |\r\n\r\n#### tax_payments\r\nTax payment records.\r\n\r\n| Column | Type | Notes |\r\n|--------|------|-------|\r\n| tax_payment_id | INT UNSIGNED PK | |\r\n| legacy_tax_payment_id | INT NULL | |\r\n| payment_date | DATETIME | |\r\n| payment_type | VARCHAR(100) | |\r\n| payment_method | VARCHAR(100) | |\r\n| amount | DECIMAL(10,2) | |\r\n| notes | TEXT | |\r\n| receipt_blob | LONGBLOB | |\r\n\r\n#### change_log\r\nAudit log for changes.\r\n\r\n| Column | Type | Notes |\r\n|--------|------|-------|\r\n| log_id | BIGINT UNSIGNED PK | |\r\n| legacy_log_id | INT NULL | |\r\n| table_name | VARCHAR(100) | |\r\n| record_id | BIGINT | |\r\n| visit_id | INT | |\r\n| field_name | VARCHAR(100) | |\r\n| old_value | TEXT | |\r\n| new_value | TEXT | |\r\n| changed_at | DATETIME | |\r\n| changed_by | VARCHAR(100) | |\r\n\r\n#### ads\r\nAdvertising/articles.\r\n\r\n| Column | Type | Notes |\r\n|--------|------|-------|\r\n| ad_id | INT UNSIGNED PK | |\r\n| legacy_ad_id | INT NULL | |\r\n| article_text | TEXT | |\r\n| article_picture | LONGBLOB | |\r\n| site_submitted | VARCHAR(255) | |\r\n| views | INT | Default 0 |\r\n| date_posted | DATETIME | |\r\n\r\n#### staging_* tables\r\nStaging tables for data migration.\r\n\r\n| Table Name | Purpose |\r\n|------------|---------|\r\n| staging_customer_table_raw | Staging for legacy customer data |\r\n| staging_customer_visits_raw | Staging for legacy visits |\r\n| staging_alteration_items_raw | Staging for items |\r\n\r\n### Additional Backend Tables\r\n\r\n| Table Name | Purpose |\r\n|------------|---------|\r\n| setmore_appointments | Synced from Setmore |\r\n| backend_conversion_job | Document conversion jobs |\r\n| backend_job_runs | Background job execution log |\r\n| customer_totals | Daily customer totals |\r\n| daily_customer_totals | Daily summary totals |\r\n| customer_payment_transactions | Payment ledger |\r\n| legacy_customer_totals_monthly | Monthly totals (legacy) |\r\n| legacy_customer_totals_irs_monthly | IRS monthly reports |\r\n| backend_appointment_workflow | Appointment state machine |\r\n| backend_no_show_log | No-show tracking |\r\n| backend_error_log | Error logging |\r\n| backend_change_log | Change audit log |\r\n| backend_document | Document storage |\r\n| backend_document_version | Document version history |\r\n| backend_speed_dial | Quick links |\r\n| backend_square_terminal_code | Square terminal pairing codes |\r\n| backend_square_terminal_device | Square device registry |\r\n| cron_job | Scheduled job definitions |\r\n| cron_job_run | Cron execution history |\r\n| app_settings | Global configuration |\r\n| app_users | Login accounts |\r\n| remember_tokens | \"Remember Me\" tokens |\r\n| customer_reports | PDF report index |\r\n\r\n---\r\n\r\n## 4. API Endpoints\r\n\r\n### 4.1 Frontend API (port 8895 /api/)\r\n\r\n| Endpoint File | Purpose |\r\n|---------------|---------|\r\n| **customer_get.php** | Get customer by ID |\r\n| **customer_save.php** | Create or update customer |\r\n| **customer_detail.php** | Customer + visits summary |\r\n| **customer_delete.php** | Delete customer |\r\n| **customer_list_hide.php** | Hide customer from list |\r\n| **search_customers.php** | Search by name/phone |\r\n| **visit_get.php** | Get visit + items |\r\n| **visit_save.php** | Create/update visit + items |\r\n| **visit_delete.php** | Delete visit |\r\n| **visit_report_generate.php** | Generate visit report |\r\n| **item_types.php** | List all alteration types |\r\n| **item_type_add.php** | Add new item type |\r\n| **item_type_update.php** | Update item type |\r\n| **item_type_delete.php** | Delete item type |\r\n| **pickups_today.php** | Orders due today |\r\n| **ready.php** | Orders ready for pickup |\r\n| **overdue.php** | Overdue orders |\r\n| **upcoming.php** | Orders due in next N days |\r\n| **workload_7days.php** | 7-day workload |\r\n| **save_signature.php** | Save canvas signature |\r\n| **reports_list.php** | Reports for customer |\r\n| **attach_reports.php** | Index all PDFs to DB |\r\n| **save_signature.php** | Save signature image |\r\n| **today_appointments_list.php** | Today's appointments |\r\n| **settings_get.php** | Get app settings |\r\n| **settings_save.php** | Save app settings |\r\n| **settings_css.php** | Live theme CSS |\r\n| **send_email.php** | Send email via SMTP |\r\n| **send_sms.php** | Send SMS via Twilio |\r\n| **send_reminders.php** | Send appointment reminders |\r\n| **ea_appointments.php** | EasyAppointments REST API |\r\n| **ea_webhook.php** | Receives EA webhook events |\r\n| **setmore.php** | Setmore API proxy |\r\n| **setmore_to_ea_import.php** | Import customers to EA |\r\n| **square_config.php** | Square public config |\r\n| **square_process.php** | Process Square payment |\r\n| **square_customer_log.php** | Customer Square log |\r\n| **square_terminal.php** | Square terminal |\r\n| **login.php** | Authenticate |\r\n| **logout.php** | Clear session |\r\n| **session_check.php** | Check if logged in |\r\n| **auth.php** | Session authentication |\r\n| **config.php** | App config constants |\r\n| **db.php** | Database connection |\r\n| **log_error.php** | Log client-side error |\r\n| **todo_list.php** | Todo list management |\r\n| **send_telegram.php** | Send Telegram messages |\r\n\r\n### 4.2 Management API (port 8894 /api/)\r\n\r\n| Endpoint File | Purpose |\r\n|---------------|---------|\r\n| **login.php** | Authenticate |\r\n| **logout.php** | Clear session |\r\n| **session_check.php** | Check if logged in |\r\n| **customer_detail.php** | Customer + visits |\r\n| **search_customers.php** | Search customers |\r\n| **update_customer.php** | Update customer |\r\n| **users_list.php** | List all users |\r\n| **user_save.php** | Create/update user |\r\n| **list_report_dirs.php** | Date folders |\r\n| **list_report_files.php** | PDFs in folder |\r\n| **report_file.php** | Access report file |\r\n| **pickups_today.php** | Today's pickups |\r\n| **ready.php** | Ready for pickup |\r\n| **overdue.php** | Overdue |\r\n| **settings_get.php** | Get settings |\r\n| **settings_save.php** | Save settings |\r\n| **settings_css.php** | Live CSS theme |\r\n| **imap_list.php** | List IMAP folders |\r\n| **imap_fetch.php** | Fetch emails |\r\n| **imap_send.php** | Send email via IMAP |\r\n| **imap_action.php** | IMAP actions |\r\n| **sms_send_helper.php** | SMS sending helper |\r\n| **sms_webhook_receive.php** | Receive SMS webhooks |\r\n| **sms_inbox_api.php** | SMS inbox API |\r\n| **slideshow_list.php** | Slideshow images |\r\n| **slideshow_upload.php** | Upload slideshow |\r\n| **slideshow_delete.php** | Delete slideshow |\r\n| **users_list.php** | User management |\r\n| **report_list.php** | Report list |\r\n| **debug_filters.php** | Debug filters |\r\n| **sysadmin.php** | System admin |\r\n| **test.php** | Testing endpoint |\r\n\r\n### 4.3 Backend API (C:\\code\\customerdb\\backend\\api\\)\r\n\r\n| Endpoint File | Purpose |\r\n|---------------|---------|\r\n| **customer.php** | Get customer details |\r\n| **customers.php** | List/search customers |\r\n| **customer_save.php** | Save/update customer |\r\n| **visit.php** | Get visit details |\r\n| **visit_delete.php** | Delete visit |\r\n| **appointments.php** | Unified appointments |\r\n| **appointments_summary.php** | Appointment statistics |\r\n| **setmore_appointments.php** | Setmore appointments |\r\n| **setmore_import.php** | Import from Setmore |\r\n| **module_*.php** | Module loaders |\r\n| **alteration_items.php** | Alteration management |\r\n| **alteration_items_summary.php** | Alteration statistics |\r\n| **gold_silver_*.php** | Gold/silver prices |\r\n| **bank_*.php** | Bank transactions |\r\n| **stocks_summary.php** | Stock data |\r\n| **medication_*.php** | Medication tracking |\r\n| **payroll_import.php** | Payroll import |\r\n| **car_maintenance_*.php** | Vehicle maintenance |\r\n| **duke_*.php** | Duke integration |\r\n| **reports_*.php** | Report generation |\r\n| **totals_import.php** | Customer totals import |\r\n| **documents.php** | Document management |\r\n| **document_upload.php** | File uploads |\r\n| **cust_email_*.php** | Email data |\r\n| **mail_*.php** | Email sending |\r\n| **reminders_create.php** | Create reminders |\r\n| **nightly_reports.php** | Nightly reports |\r\n| **morning_jobs.php** | Morning jobs |\r\n| **appointment_workflow.php** | Workflow management |\r\n| **sysadmin.php** | System admin |\r\n| **reporting_module.php** | Reporting |\r\n| **job_runs.php** | Job tracking |\r\n| **health.php** | Health check |\r\n| **overview.php** | Dashboard data |\r\n\r\n---\r\n\r\n## 5. External Integrations\r\n\r\n### 5.1 Square (Payment Processing)\r\n- **Purpose:** Point-of-sale payments, receipts, terminal management\r\n- **Features:**\r\n - Square Terminal device pairing/management\r\n - Payment processing with tips\r\n - Customer payment logging\r\n - Sandbox and live environments\r\n- **Tables:** `backend_square_terminal_code`, `backend_square_terminal_device`, `square_customer_log`\r\n\r\n### 5.2 Twilio (SMS)\r\n- **Purpose:** SMS notifications and reminders\r\n- **Features:**\r\n - Send SMS to customers\r\n - Appointment reminders\r\n - SMS consent tracking\r\n- **Settings:** `twilio_sid`, `twilio_token`, `twilio_from`\r\n\r\n### 5.3 Setmore (Appointment Booking)\r\n- **Purpose:** Appointment synchronization\r\n- **Features:**\r\n - Pull appointments from Setmore API\r\n - Link to customers/visits\r\n- **Table:** `setmore_appointments`\r\n- **Settings:** `setmore_refresh_token`, `setmore_staff_key`\r\n\r\n### 5.4 EasyAppointments (Alternative Booking)\r\n- **Purpose:** Full appointment booking platform\r\n- **Location:** C:\\code\\customerdb\\schedule\\\r\n- **Features:**\r\n - Customer/provider management\r\n - Web-based booking widget\r\n - REST API\r\n\r\n### 5.5 Telegram (Notifications)\r\n- **Purpose:** Bot-based notifications\r\n- **Features:**\r\n - Send notifications to channels\r\n - Visit alerts\r\n - Cron job status\r\n- **Settings:** `telegram_bot_token`, `telegram_chat_id`\r\n\r\n### 5.6 Ollama (AI - Optional)\r\n- **Purpose:** Local AI for email generation\r\n- **Settings:** `ollama_url`, `ollama_default_model`\r\n\r\n---\r\n\r\n## 6. Scheduled Jobs / Cron\r\n\r\n### Configured Cron Jobs\r\n\r\n| Job Label | Schedule | Purpose |\r\n|----------|----------|---------|\r\n| **Next-Day Customer Emails** | `0 20 * * *` (8 PM) | Pickup reminder emails |\r\n| **Morning Import** | `0 6 * * *` (6 AM) | Morning data import |\r\n| **Morning Jobs** | `0 9 * * *` (9 AM) | Appointment sync, workflow |\r\n| **Nightly Reports** | `0 20 * * *` (8 PM) | Generate nightly summaries |\r\n| **Database Backup** | `0 2 * * *` (2 AM) | Full MariaDB backup |\r\n| **Daily Cleanup** | `0 4 * * *` (4 AM) | Temp files, old logs |\r\n| **Auto Delete** | `15 4 * * *` (4:15 AM) | Clean placeholder records |\r\n\r\n### Background Job Scripts (backend/jobs/)\r\n\r\n| Script | Purpose |\r\n|--------|---------|\r\n| **run_morning_jobs.php** | Main morning job runner |\r\n| **smoke_morning_jobs.php** | Smoke test |\r\n| **send_nightly_reports.php** | Nightly report emailer |\r\n| **send_nextday_customer_emails.php** | Next-day reminders |\r\n| **delete_add_name_records.php** | Cleanup job |\r\n| **rebuild_customer_totals.php** | Rebuild totals |\r\n| **rebuild_daily_customer_totals.php** | Rebuild daily totals |\r\n| **rebuild_payment_ledger.php** | Rebuild payment ledger |\r\n| **import_customer_totals_csv.php** | CSV import |\r\n| **backfill_square_customer_log.php** | Square log backfill |\r\n| **run_cron_job.php** | Generic cron runner |\r\n\r\n---\r\n\r\n## 7. Web Applications\r\n\r\n### 7.1 Front Desk App (port 8895)\r\n\r\n| Page | Purpose |\r\n|------|---------|\r\n| **index.html** | Main dashboard, search, stats |\r\n| **customer.html** | Customer detail + visit history |\r\n| **visit.html** | Create/edit alteration order |\r\n| **customer_display.html** | Second monitor display |\r\n| **receipt.html** | Printable receipt |\r\n| **reports.html** | Order list by status |\r\n| **upcoming.html** | Next 7 days pickups |\r\n| **schedule.html** | Appointments calendar |\r\n| **login.html** | Login page |\r\n| **item_types.html** | Item type management |\r\n\r\n### 7.2 Management App (port 8894)\r\n\r\n| Page | Purpose |\r\n|------|---------|\r\n| **index.html** | Login page |\r\n| **webui.html** | Dashboard |\r\n| **customer.html** | Customer detail view |\r\n| **admin.html** | Reports browser |\r\n| **settings.html** | App settings editor |\r\n| **users.html** | User management |\r\n| **reports.html** | Order reports |\r\n\r\n---\r\n\r\n## 8. Settings & Configuration\r\n\r\n### app_settings Keys\r\n\r\n| Key | Purpose |\r\n|-----|---------|\r\n| theme_bg | Page background color |\r\n| theme_panel | Card/panel color |\r\n| theme_text | Text color |\r\n| theme_accent | Accent/button color |\r\n| theme_accent_deep | Darker accent |\r\n| theme_teal | Teal color |\r\n| theme_font | Font family |\r\n| smtp_host | Email server hostname |\r\n| smtp_port | Email server port |\r\n| smtp_secure | tls or ssl |\r\n| smtp_user | Email login |\r\n| smtp_pass | Email password |\r\n| smtp_from_email | From address |\r\n| smtp_from_name | From display name |\r\n| twilio_sid | Twilio Account SID |\r\n| twilio_token | Twilio Auth Token |\r\n| twilio_from | Twilio phone number |\r\n| imap_host | Incoming email server |\r\n| imap_port | IMAP port |\r\n| imap_ssl | SSL enable |\r\n| imap_user | IMAP login |\r\n| imap_pass | IMAP password |\r\n| square_token | Square API token |\r\n| square_location | Square location ID |\r\n| setmore_staff_key | Setmore API key |\r\n| setmore_refresh | Setmore refresh token |\r\n| require_report | PDF required |\r\n| require_signature | Signature required |\r\n| reports_base_path | Reports disk path |\r\n| reports_base_url | Reports URL |\r\n| ollama_url | Ollama AI URL |\r\n| ollama_default_model | Ollama model |\r\n| telegram_bot_token | Telegram bot token |\r\n| telegram_chat_id | Telegram chat ID |\r\n\r\n---\r\n\r\n## 9. Migration Notes\r\n\r\n### Access to MariaDB Workflow\r\n\r\n1. **Export source data from Access**\r\n - Export ordinary tables to CSV\r\n - Export attachment fields with VBA or DAO Recordset2 logic\r\n - Keep original IDs during migration\r\n\r\n2. **Load into MariaDB staging**\r\n - Use `LOAD DATA LOCAL INFILE` for CSV files\r\n - Load signatures separately into `visit_signatures`\r\n\r\n3. **Normalize**\r\n - `CustomerTable` → `customers`\r\n - `CustomerVisits` → `visits`\r\n - `AlterationItems` → `orders`, `order_items`, `order_item_type_links`\r\n - `2024TaxPayments` → `tax_payments`\r\n - `AlterationItemsChangeLog` → `change_log`\r\n\r\n4. **Signature BLOB path**\r\n - Export Access attachment to temp file\r\n - Convert BMP to PNG\r\n - Insert PNG bytes into `visit_signatures.signature_image`\r\n\r\n5. **Validation**\r\n - Compare source row counts vs target\r\n - Compare distinct legacy IDs\r\n - Compare sample signatures by SHA256\r\n\r\n---\r\n\r\n## 10. Scripts & Tools\r\n\r\n### PowerShell Scripts (scripts/)\r\n\r\n| Script | Purpose |\r\n|--------|---------|\r\n| **import_legacy_totals_from_excel.ps1** | Import totals from Excel |\r\n| **sync_backend_mirror.ps1** | Sync backend mirror |\r\n| **check_backend_mirror.ps1** | Check mirror status |\r\n\r\n### Python Scripts (scripts/)\r\n\r\n| Script | Purpose |\r\n|--------|---------|\r\n| **signature_blob_loader.py** | Load signature blobs |\r\n| **access_to_mariadb_parser.py** | Parse Access to MariaDB |\r\n| **import_access_v2.py** | Import Access v2 |\r\n| **import_csv_v2.py** | Import CSV v2 |\r\n\r\n### SQL Migrations (migrations/)\r\n\r\n| File | Purpose |\r\n|------|---------|\r\n| **20260407_add_conversion_job.sql** | Add conversion job table |\r\n| **20260411_order_items_item_type_name_no_fk.sql** | Order items no FK |\r\n| **20260416_blog_prompt_templates.sql** | Blog prompt templates |\r\n\r\n---\r\n\r\n## File Statistics\r\n\r\n- **Total PHP files:** 200+\r\n- **Total SQL files:** 100+\r\n- **Total HTML pages:** 20+\r\n- **Database tables:** 30+\r\n\r\n---\r\n\r\n*End of Documentation*","is_text_editable":1,"can_edit_inline":1}
{"file_name":"COMPREHENSIVE_DOCUMENTATION.md","mime_type":"application/octet-stream"}
[]
{"backend_document_id":"20","document_type":"upload","title":"Complete Documentation up to date","slug":"complete-documentation-up-to-date","summary_text":null,"content_markdown":null,"content_html":null,"file_name":"COMPREHENSIVE_DOCUMENTATION.md","stored_name":"20260417-160828-6006d4f1.md","mime_type":"application/octet-stream","file_size_bytes":"22313","storage_path":"/mnt/drive1/customerdb/backend/documents_storage/20260417-160828-6006d4f1.md","is_deleted":"0","created_at":"2026-04-17 12:08:29","updated_at":"2026-04-17 12:08:29","editor_content":"# Ella's Alterations - Comprehensive System Documentation\n\n**Generated:** April 17, 2026\n**Location:** C:\\code\\customerdb\n\n---\n\n## Table of Contents\n\n1. [System Overview](#1-system-overview)\n2. [Directory Structure](#2-directory-structure)\n3. [Database Schema](#3-database-schema)\n4. [API Endpoints](#4-api-endpoints)\n5. [External Integrations](#5-external-integrations)\n6. [Scheduled Jobs / Cron](#6-scheduled-jobs--cron)\n7. [Web Applications](#7-web-applications)\n8. [Settings & Configuration](#8-settings--configuration)\n9. [Migration Notes](#9-migration-notes)\n10. [Scripts & Tools](#10-scripts--tools)\n\n---\n\n## 1. System Overview\n\n### Purpose\nElla's Alterations is a comprehensive customer relationship management (CRM) andAlteration tracking system for a tailor shop. It manages customers, visits/alteration orders, appointments, payments, and provides integration with external services.\n\n### Server Information\n- **Primary Server:** kefa@192.168.7.202\n- **Mirror Drive:** /mnt/drive2 (mirrors /mnt/drive1)\n- **Database:** MariaDB - database `ellas_alterations`, user `kefa_admin`\n- **Web Server:** Apache 2.4 with mod-php\n- **PHP Version:** 8.3\n\n### Three Web Applications\n\n| App | Local URL | Public URL | Purpose |\n|-----|-----------|------------|---------|\n| Front Desk | http://192.168.7.202:8895 | https://ella.floridaalterations.com | Customer-facing operations |\n| Management | http://192.168.7.202:8894 | (LAN only) | Reports, admin, settings |\n| Scheduler | http://192.168.7.202:8897 | https://schedule.floridaalterations.com | Easy!Appointments booking |\n\n---\n\n## 2. Directory Structure\n\n```\ncustomerdb/\n├── backend/ # Main PHP backend API and services\n│ ├── api/ # REST API endpoints (~57 files)\n│ ├── bin/ # Binary/executable scripts\n│ ├── backup/ # Backup versions of services\n│ └── jobs/ # Background job scripts\n├── frontend/ # Front Desk app (port 8895)\n│ ├── *.html # HTML pages\n│ ├── api/ # PHP API endpoints\n│ └── reports/ # PDF reports (MMDDYYYY/filename.pdf)\n├── webui/ # Management app (port 8894)\n│ ├── *.html # HTML pages\n│ ├── api/ # PHP API endpoints\n│ ├── backend/ # Backend API copy\n│ └── email/ # Email templates\n├── schedule/ # Easy!Appointments installation\n├── schema/ # Database schema files\n├── migrations/ # SQL migrations\n├── scripts/ # PowerShell/Python import scripts\n├── docs/ # Documentation\n├── blog/ # Blog system and reengineering\n├── csv/ # CSV data files\n├── backups/ # Backup archives\n├── Topaz/ # Topaz signature pad configs\n├── webui/ # Second web interface\n│ ├── api/\n│ ├── backend/\n│ └── frontend/\n├── notused/ # Deprecated/unused files\n└── wordpress-plugin/ # WordPress integration\n```\n\n---\n\n## 3. Database Schema\n\n### Core Tables (from mariadb_core_schema.sql)\n\n#### customers\nMain customer registry.\n\n| Column | Type | Notes |\n|--------|------|-------|\n| customer_id | INT UNSIGNED PK | Auto-increment |\n| legacy_customer_id | INT NULL | Original Access DB ID |\n| created_at | DATETIME | Record creation time |\n| full_name | VARCHAR(200) | Customer full name |\n| phone | VARCHAR(30) | Formatted (XXX) XXX-XXXX |\n| email | VARCHAR(255) | Email address |\n| pickup_due_at | DATETIME | Next pickup date (synced from EA) |\n| description | TEXT | Description |\n| notes | TEXT | Internal notes |\n| is_new_customer | TINYINT(1) | 1 if flagged as new |\n\n#### visits\nOne row per alteration job/order.\n\n| Column | Type | Notes |\n|--------|------|-------|\n| visit_id | INT UNSIGNED PK | |\n| legacy_visit_id | INT NULL | Original Access DB ID |\n| customer_id | INT UNSIGNED FK | → customers |\n| visit_date | DATETIME | Drop-off date |\n| pickup_date | DATETIME | Expected pickup |\n| notes | TEXT | General visit notes |\n| customer_name_snapshot | VARCHAR(200) | |\n| phone_snapshot | VARCHAR(30) | |\n| email_snapshot | VARCHAR(255) | |\n| color | VARCHAR(100) | Garment color |\n| alterations_needed | TEXT | |\n| alterations_notes | TEXT | Detailed alteration instructions |\n| alterations_price | DECIMAL(10,2) | Manual price field |\n| total_alteration_price | DECIMAL(10,2) | Calculated from items |\n| expedited_fee | DECIMAL(10,2) | |\n| paid_date | DATETIME | When paid |\n| signature_text | TEXT | Text signature (legacy) |\n| signature_date | DATETIME | |\n| paid_flag | TINYINT(1) | 1 = paid |\n| source_key_value | VARCHAR(100) | |\n\n#### visit_signatures\nFull resolution signature images per visit.\n\n| Column | Type | Notes |\n|--------|------|-------|\n| signature_id | BIGINT UNSIGNED PK | |\n| visit_id | INT UNIQUE | One signature per visit |\n| signature_date | DATETIME | |\n| image_format | VARCHAR(50) | Default 'image/png' |\n| original_filename | VARCHAR(255) | |\n| original_extension | VARCHAR(20) | |\n| file_size_bytes | BIGINT | |\n| sha256_hash | CHAR(64) | Hash for verification |\n| signature_image | LONGBLOB | Raw PNG binary |\n| created_at | DATETIME | |\n\n#### item_types\nMaster list of alteration types (e.g., Hem, Zipper, Taper).\n\n| Column | Type | Notes |\n|--------|------|-------|\n| item_type_id | INT UNSIGNED PK | |\n| type_name | VARCHAR(100) UNIQUE | Display name |\n\n#### orders\nOrders per visit.\n\n| Column | Type | Notes |\n|--------|------|-------|\n| order_id | BIGINT UNSIGNED PK | |\n| visit_id | INT UNSIGNED FK | → visits |\n| customer_id | INT UNSIGNED FK | → customers |\n| created_at | DATETIME | |\n| no_tax | TINYINT(1) | Tax exempt |\n| picked_up | TINYINT(1) | |\n| source_table | VARCHAR(50) | |\n\n#### order_items\nLine items for each alteration within a visit.\n\n| Column | Type | Notes |\n|--------|------|-------|\n| order_item_id | BIGINT UNSIGNED PK | |\n| order_id | BIGINT UNSIGNED FK | → orders |\n| legacy_alteration_id | INT NULL | |\n| item_type_id | INT FK | → item_types |\n| item_type_name | VARCHAR(100) | |\n| description | TEXT | |\n| quantity | INT | Default 1 |\n| unit_price | DECIMAL(10,2) | |\n| total_price | DECIMAL(10,2) | |\n| notes | TEXT | Per-item notes |\n| color | VARCHAR(100) | Garment color |\n| no_tax | TINYINT(1) | Tax exempt |\n| is_range_price | TINYINT(1) | |\n| range_price_label | VARCHAR(100) | |\n| paid_flag | TINYINT(1) | |\n| paid_type | VARCHAR(100) | |\n| picked_up | TINYINT(1) | |\n| created_at | DATETIME | |\n\n#### order_item_type_links\nMany-to-many links between order items and item types.\n\n| Column | Type | Notes |\n|--------|------|-------|\n| order_item_type_link_id | BIGINT UNSIGNED PK | |\n| order_item_id | BIGINT UNSIGNED FK | → order_items |\n| item_type_id | INT UNSIGNED FK | → item_types |\n| slot_number | TINYINT UNSIGNED | |\n\n#### payments\nPayment records per order.\n\n| Column | Type | Notes |\n|--------|------|-------|\n| payment_id | BIGINT UNSIGNED PK | |\n| order_id | BIGINT UNSIGNED FK | → orders |\n| payment_date | DATETIME | |\n| payment_type | VARCHAR(100) | |\n| payment_method | VARCHAR(100) | |\n| amount | DECIMAL(10,2) | |\n| notes | TEXT | |\n\n#### tax_payments\nTax payment records.\n\n| Column | Type | Notes |\n|--------|------|-------|\n| tax_payment_id | INT UNSIGNED PK | |\n| legacy_tax_payment_id | INT NULL | |\n| payment_date | DATETIME | |\n| payment_type | VARCHAR(100) | |\n| payment_method | VARCHAR(100) | |\n| amount | DECIMAL(10,2) | |\n| notes | TEXT | |\n| receipt_blob | LONGBLOB | |\n\n#### change_log\nAudit log for changes.\n\n| Column | Type | Notes |\n|--------|------|-------|\n| log_id | BIGINT UNSIGNED PK | |\n| legacy_log_id | INT NULL | |\n| table_name | VARCHAR(100) | |\n| record_id | BIGINT | |\n| visit_id | INT | |\n| field_name | VARCHAR(100) | |\n| old_value | TEXT | |\n| new_value | TEXT | |\n| changed_at | DATETIME | |\n| changed_by | VARCHAR(100) | |\n\n#### ads\nAdvertising/articles.\n\n| Column | Type | Notes |\n|--------|------|-------|\n| ad_id | INT UNSIGNED PK | |\n| legacy_ad_id | INT NULL | |\n| article_text | TEXT | |\n| article_picture | LONGBLOB | |\n| site_submitted | VARCHAR(255) | |\n| views | INT | Default 0 |\n| date_posted | DATETIME | |\n\n#### staging_* tables\nStaging tables for data migration.\n\n| Table Name | Purpose |\n|------------|---------|\n| staging_customer_table_raw | Staging for legacy customer data |\n| staging_customer_visits_raw | Staging for legacy visits |\n| staging_alteration_items_raw | Staging for items |\n\n### Additional Backend Tables\n\n| Table Name | Purpose |\n|------------|---------|\n| setmore_appointments | Synced from Setmore |\n| backend_conversion_job | Document conversion jobs |\n| backend_job_runs | Background job execution log |\n| customer_totals | Daily customer totals |\n| daily_customer_totals | Daily summary totals |\n| customer_payment_transactions | Payment ledger |\n| legacy_customer_totals_monthly | Monthly totals (legacy) |\n| legacy_customer_totals_irs_monthly | IRS monthly reports |\n| backend_appointment_workflow | Appointment state machine |\n| backend_no_show_log | No-show tracking |\n| backend_error_log | Error logging |\n| backend_change_log | Change audit log |\n| backend_document | Document storage |\n| backend_document_version | Document version history |\n| backend_speed_dial | Quick links |\n| backend_square_terminal_code | Square terminal pairing codes |\n| backend_square_terminal_device | Square device registry |\n| cron_job | Scheduled job definitions |\n| cron_job_run | Cron execution history |\n| app_settings | Global configuration |\n| app_users | Login accounts |\n| remember_tokens | \"Remember Me\" tokens |\n| customer_reports | PDF report index |\n\n---\n\n## 4. API Endpoints\n\n### 4.1 Frontend API (port 8895 /api/)\n\n| Endpoint File | Purpose |\n|---------------|---------|\n| **customer_get.php** | Get customer by ID |\n| **customer_save.php** | Create or update customer |\n| **customer_detail.php** | Customer + visits summary |\n| **customer_delete.php** | Delete customer |\n| **customer_list_hide.php** | Hide customer from list |\n| **search_customers.php** | Search by name/phone |\n| **visit_get.php** | Get visit + items |\n| **visit_save.php** | Create/update visit + items |\n| **visit_delete.php** | Delete visit |\n| **visit_report_generate.php** | Generate visit report |\n| **item_types.php** | List all alteration types |\n| **item_type_add.php** | Add new item type |\n| **item_type_update.php** | Update item type |\n| **item_type_delete.php** | Delete item type |\n| **pickups_today.php** | Orders due today |\n| **ready.php** | Orders ready for pickup |\n| **overdue.php** | Overdue orders |\n| **upcoming.php** | Orders due in next N days |\n| **workload_7days.php** | 7-day workload |\n| **save_signature.php** | Save canvas signature |\n| **reports_list.php** | Reports for customer |\n| **attach_reports.php** | Index all PDFs to DB |\n| **save_signature.php** | Save signature image |\n| **today_appointments_list.php** | Today's appointments |\n| **settings_get.php** | Get app settings |\n| **settings_save.php** | Save app settings |\n| **settings_css.php** | Live theme CSS |\n| **send_email.php** | Send email via SMTP |\n| **send_sms.php** | Send SMS via Twilio |\n| **send_reminders.php** | Send appointment reminders |\n| **ea_appointments.php** | EasyAppointments REST API |\n| **ea_webhook.php** | Receives EA webhook events |\n| **setmore.php** | Setmore API proxy |\n| **setmore_to_ea_import.php** | Import customers to EA |\n| **square_config.php** | Square public config |\n| **square_process.php** | Process Square payment |\n| **square_customer_log.php** | Customer Square log |\n| **square_terminal.php** | Square terminal |\n| **login.php** | Authenticate |\n| **logout.php** | Clear session |\n| **session_check.php** | Check if logged in |\n| **auth.php** | Session authentication |\n| **config.php** | App config constants |\n| **db.php** | Database connection |\n| **log_error.php** | Log client-side error |\n| **todo_list.php** | Todo list management |\n| **send_telegram.php** | Send Telegram messages |\n\n### 4.2 Management API (port 8894 /api/)\n\n| Endpoint File | Purpose |\n|---------------|---------|\n| **login.php** | Authenticate |\n| **logout.php** | Clear session |\n| **session_check.php** | Check if logged in |\n| **customer_detail.php** | Customer + visits |\n| **search_customers.php** | Search customers |\n| **update_customer.php** | Update customer |\n| **users_list.php** | List all users |\n| **user_save.php** | Create/update user |\n| **list_report_dirs.php** | Date folders |\n| **list_report_files.php** | PDFs in folder |\n| **report_file.php** | Access report file |\n| **pickups_today.php** | Today's pickups |\n| **ready.php** | Ready for pickup |\n| **overdue.php** | Overdue |\n| **settings_get.php** | Get settings |\n| **settings_save.php** | Save settings |\n| **settings_css.php** | Live CSS theme |\n| **imap_list.php** | List IMAP folders |\n| **imap_fetch.php** | Fetch emails |\n| **imap_send.php** | Send email via IMAP |\n| **imap_action.php** | IMAP actions |\n| **sms_send_helper.php** | SMS sending helper |\n| **sms_webhook_receive.php** | Receive SMS webhooks |\n| **sms_inbox_api.php** | SMS inbox API |\n| **slideshow_list.php** | Slideshow images |\n| **slideshow_upload.php** | Upload slideshow |\n| **slideshow_delete.php** | Delete slideshow |\n| **users_list.php** | User management |\n| **report_list.php** | Report list |\n| **debug_filters.php** | Debug filters |\n| **sysadmin.php** | System admin |\n| **test.php** | Testing endpoint |\n\n### 4.3 Backend API (C:\\code\\customerdb\\backend\\api\\)\n\n| Endpoint File | Purpose |\n|---------------|---------|\n| **customer.php** | Get customer details |\n| **customers.php** | List/search customers |\n| **customer_save.php** | Save/update customer |\n| **visit.php** | Get visit details |\n| **visit_delete.php** | Delete visit |\n| **appointments.php** | Unified appointments |\n| **appointments_summary.php** | Appointment statistics |\n| **setmore_appointments.php** | Setmore appointments |\n| **setmore_import.php** | Import from Setmore |\n| **module_*.php** | Module loaders |\n| **alteration_items.php** | Alteration management |\n| **alteration_items_summary.php** | Alteration statistics |\n| **gold_silver_*.php** | Gold/silver prices |\n| **bank_*.php** | Bank transactions |\n| **stocks_summary.php** | Stock data |\n| **medication_*.php** | Medication tracking |\n| **payroll_import.php** | Payroll import |\n| **car_maintenance_*.php** | Vehicle maintenance |\n| **duke_*.php** | Duke integration |\n| **reports_*.php** | Report generation |\n| **totals_import.php** | Customer totals import |\n| **documents.php** | Document management |\n| **document_upload.php** | File uploads |\n| **cust_email_*.php** | Email data |\n| **mail_*.php** | Email sending |\n| **reminders_create.php** | Create reminders |\n| **nightly_reports.php** | Nightly reports |\n| **morning_jobs.php** | Morning jobs |\n| **appointment_workflow.php** | Workflow management |\n| **sysadmin.php** | System admin |\n| **reporting_module.php** | Reporting |\n| **job_runs.php** | Job tracking |\n| **health.php** | Health check |\n| **overview.php** | Dashboard data |\n\n---\n\n## 5. External Integrations\n\n### 5.1 Square (Payment Processing)\n- **Purpose:** Point-of-sale payments, receipts, terminal management\n- **Features:**\n - Square Terminal device pairing/management\n - Payment processing with tips\n - Customer payment logging\n - Sandbox and live environments\n- **Tables:** `backend_square_terminal_code`, `backend_square_terminal_device`, `square_customer_log`\n\n### 5.2 Twilio (SMS)\n- **Purpose:** SMS notifications and reminders\n- **Features:**\n - Send SMS to customers\n - Appointment reminders\n - SMS consent tracking\n- **Settings:** `twilio_sid`, `twilio_token`, `twilio_from`\n\n### 5.3 Setmore (Appointment Booking)\n- **Purpose:** Appointment synchronization\n- **Features:**\n - Pull appointments from Setmore API\n - Link to customers/visits\n- **Table:** `setmore_appointments`\n- **Settings:** `setmore_refresh_token`, `setmore_staff_key`\n\n### 5.4 EasyAppointments (Alternative Booking)\n- **Purpose:** Full appointment booking platform\n- **Location:** C:\\code\\customerdb\\schedule\\\n- **Features:**\n - Customer/provider management\n - Web-based booking widget\n - REST API\n\n### 5.5 Telegram (Notifications)\n- **Purpose:** Bot-based notifications\n- **Features:**\n - Send notifications to channels\n - Visit alerts\n - Cron job status\n- **Settings:** `telegram_bot_token`, `telegram_chat_id`\n\n### 5.6 Ollama (AI - Optional)\n- **Purpose:** Local AI for email generation\n- **Settings:** `ollama_url`, `ollama_default_model`\n\n---\n\n## 6. Scheduled Jobs / Cron\n\n### Configured Cron Jobs\n\n| Job Label | Schedule | Purpose |\n|----------|----------|---------|\n| **Next-Day Customer Emails** | `0 20 * * *` (8 PM) | Pickup reminder emails |\n| **Morning Import** | `0 6 * * *` (6 AM) | Morning data import |\n| **Morning Jobs** | `0 9 * * *` (9 AM) | Appointment sync, workflow |\n| **Nightly Reports** | `0 20 * * *` (8 PM) | Generate nightly summaries |\n| **Database Backup** | `0 2 * * *` (2 AM) | Full MariaDB backup |\n| **Daily Cleanup** | `0 4 * * *` (4 AM) | Temp files, old logs |\n| **Auto Delete** | `15 4 * * *` (4:15 AM) | Clean placeholder records |\n\n### Background Job Scripts (backend/jobs/)\n\n| Script | Purpose |\n|--------|---------|\n| **run_morning_jobs.php** | Main morning job runner |\n| **smoke_morning_jobs.php** | Smoke test |\n| **send_nightly_reports.php** | Nightly report emailer |\n| **send_nextday_customer_emails.php** | Next-day reminders |\n| **delete_add_name_records.php** | Cleanup job |\n| **rebuild_customer_totals.php** | Rebuild totals |\n| **rebuild_daily_customer_totals.php** | Rebuild daily totals |\n| **rebuild_payment_ledger.php** | Rebuild payment ledger |\n| **import_customer_totals_csv.php** | CSV import |\n| **backfill_square_customer_log.php** | Square log backfill |\n| **run_cron_job.php** | Generic cron runner |\n\n---\n\n## 7. Web Applications\n\n### 7.1 Front Desk App (port 8895)\n\n| Page | Purpose |\n|------|---------|\n| **index.html** | Main dashboard, search, stats |\n| **customer.html** | Customer detail + visit history |\n| **visit.html** | Create/edit alteration order |\n| **customer_display.html** | Second monitor display |\n| **receipt.html** | Printable receipt |\n| **reports.html** | Order list by status |\n| **upcoming.html** | Next 7 days pickups |\n| **schedule.html** | Appointments calendar |\n| **login.html** | Login page |\n| **item_types.html** | Item type management |\n\n### 7.2 Management App (port 8894)\n\n| Page | Purpose |\n|------|---------|\n| **index.html** | Login page |\n| **webui.html** | Dashboard |\n| **customer.html** | Customer detail view |\n| **admin.html** | Reports browser |\n| **settings.html** | App settings editor |\n| **users.html** | User management |\n| **reports.html** | Order reports |\n\n---\n\n## 8. Settings & Configuration\n\n### app_settings Keys\n\n| Key | Purpose |\n|-----|---------|\n| theme_bg | Page background color |\n| theme_panel | Card/panel color |\n| theme_text | Text color |\n| theme_accent | Accent/button color |\n| theme_accent_deep | Darker accent |\n| theme_teal | Teal color |\n| theme_font | Font family |\n| smtp_host | Email server hostname |\n| smtp_port | Email server port |\n| smtp_secure | tls or ssl |\n| smtp_user | Email login |\n| smtp_pass | Email password |\n| smtp_from_email | From address |\n| smtp_from_name | From display name |\n| twilio_sid | Twilio Account SID |\n| twilio_token | Twilio Auth Token |\n| twilio_from | Twilio phone number |\n| imap_host | Incoming email server |\n| imap_port | IMAP port |\n| imap_ssl | SSL enable |\n| imap_user | IMAP login |\n| imap_pass | IMAP password |\n| square_token | Square API token |\n| square_location | Square location ID |\n| setmore_staff_key | Setmore API key |\n| setmore_refresh | Setmore refresh token |\n| require_report | PDF required |\n| require_signature | Signature required |\n| reports_base_path | Reports disk path |\n| reports_base_url | Reports URL |\n| ollama_url | Ollama AI URL |\n| ollama_default_model | Ollama model |\n| telegram_bot_token | Telegram bot token |\n| telegram_chat_id | Telegram chat ID |\n\n---\n\n## 9. Migration Notes\n\n### Access to MariaDB Workflow\n\n1. **Export source data from Access**\n - Export ordinary tables to CSV\n - Export attachment fields with VBA or DAO Recordset2 logic\n - Keep original IDs during migration\n\n2. **Load into MariaDB staging**\n - Use `LOAD DATA LOCAL INFILE` for CSV files\n - Load signatures separately into `visit_signatures`\n\n3. **Normalize**\n - `CustomerTable` → `customers`\n - `CustomerVisits` → `visits`\n - `AlterationItems` → `orders`, `order_items`, `order_item_type_links`\n - `2024TaxPayments` → `tax_payments`\n - `AlterationItemsChangeLog` → `change_log`\n\n4. **Signature BLOB path**\n - Export Access attachment to temp file\n - Convert BMP to PNG\n - Insert PNG bytes into `visit_signatures.signature_image`\n\n5. **Validation**\n - Compare source row counts vs target\n - Compare distinct legacy IDs\n - Compare sample signatures by SHA256\n\n---\n\n## 10. Scripts & Tools\n\n### PowerShell Scripts (scripts/)\n\n| Script | Purpose |\n|--------|---------|\n| **import_legacy_totals_from_excel.ps1** | Import totals from Excel |\n| **sync_backend_mirror.ps1** | Sync backend mirror |\n| **check_backend_mirror.ps1** | Check mirror status |\n\n### Python Scripts (scripts/)\n\n| Script | Purpose |\n|--------|---------|\n| **signature_blob_loader.py** | Load signature blobs |\n| **access_to_mariadb_parser.py** | Parse Access to MariaDB |\n| **import_access_v2.py** | Import Access v2 |\n| **import_csv_v2.py** | Import CSV v2 |\n\n### SQL Migrations (migrations/)\n\n| File | Purpose |\n|------|---------|\n| **20260407_add_conversion_job.sql** | Add conversion job table |\n| **20260411_order_items_item_type_name_no_fk.sql** | Order items no FK |\n| **20260416_blog_prompt_templates.sql** | Blog prompt templates |\n\n---\n\n## File Statistics\n\n- **Total PHP files:** 200+\n- **Total SQL files:** 100+\n- **Total HTML pages:** 20+\n- **Database tables:** 30+\n\n---\n\n*End of Documentation*","is_text_editable":1,"can_edit_inline":1}
{"file_name":"Codex-Update-04-12-2026.odt","mime_type":"application/vnd.oasis.opendocument.text"}
[]
{"backend_document_id":"14","document_type":"upload","title":"Codex - Updates Fixes Issues 04-13-2026","slug":"codex-updates-fixes-issues-04-13-2026","summary_text":"Codex - Updates Fixes Issues 04-13-2026 Detailed Documentation","content_markdown":null,"content_html":null,"file_name":"Codex-Update-04-12-2026.odt","stored_name":"20260412-164224-b4b11b83.odt","mime_type":"application/vnd.oasis.opendocument.text","file_size_bytes":"49423","storage_path":"/mnt/drive1/customerdb/backend/documents_storage/20260412-164224-b4b11b83.odt","is_deleted":"0","created_at":"2026-04-12 12:42:24","updated_at":"2026-04-12 12:42:24","editor_content":"Comprehensive implementation log (through April 12, 2026 ) and remaining work: Scope Snapshot The branch currently has very large churn ( 242 files changed ), including canonical backend work plus broad webui/backend/* compatibility-loader rewiring. Core functional work for your issues is concentrated in backend/frontend reporting, Setmore import, visit save/receipt logic, payroll import, and payment ledger. I also validated syntax for key new/modified PHP modules (all clean). What Was Implemented Cron hardening + morning smoke test Added cron-safe preflight script to fail fast when runtime prerequisites are missing: backend/jobs/smoke_morning_jobs.php Smoke test now explicitly checks mysqli extension and required functions (including app_unified_appointments ). Wired cron “Morning Import” and “Morning Jobs” commands to run smoke test first: backend/cron_manager.php Documented smoke command chain in backend docs: backend/README.md Fixed unified appointments SQL ambiguity / cron fatal Added/updated centralized unified appointment query service: backend/appointment_service.php Fixed ambiguous customer_id in union query by qualifying Setmore side as setmore_appointments.customer_id . Included setmore_import_locked in unified rows (used by workflow/import safeguards). Setmore import improvements (notes + booking source + lock flag) Implemented robust note extraction from multiple payload fields and flattened additional fields: backend/setmore_service.php Added booking source extraction ( booking_source / booked_from / parsed note line “Booked from ...”) and write-through to visits when column exists. Added import lock behavior ( setmore_import_locked ) so re-import does not overwrite locked visits. Added lock column bootstrap/ensure + bulk lock helper: backend/morning_jobs_service.php Added schema evolution for lock and ledger fields in installer: backend/install_schema.php Visit save 500 fix + item type reliability Added item_type_name persistence to order_items and updated reads to prefer stored label (fallback to item_types ): frontend/api/visit_save.php , frontend/api/visit_get.php , frontend/api/visit_report_generate.php , backend/visit_service.php Added migration to backfill item_type_name and drop fragile FK dependency on type table: migrations/20260411_order_items_item_type_name_no_fk.sql Updated base schema accordingly: mariadb_core_schema.sql Payment ledger architecture (single transaction table with tips) Added/expanded canonical ledger table customer_payment_transactions with tip_amount and indexes: backend/install_schema.php Implemented sync/rebuild services from payments with bucket classification ( cash/check/credit/edwards/tip ): backend/payment_ledger_service.php Added ledger rebuild CLI: backend/jobs/rebuild_payment_ledger.php Added ledger UI/report page with filters and summary cards: backend/payment_ledger.php Added ledger table to Live Table Manager map: backend/live_table_manager_service.php Legacy CustomerTotals import into ledger + forward resync Added CLI import from Access CSV into ledger ( source=legacy_customer_totals ) and optional forward rebuild from next date: backend/jobs/import_customer_totals_csv_to_ledger.php Your run imported 2757 rows for 2023-12-24 to 2026-04-06 and resynced 55 rows forward ( 2026-04-07 to 2026-04-12 ). Report totals now ledger-first (with fallback strategy) Added ledger-driven daily/period/month/year aggregation paths, including Edwards handling and totals-no-Edwards logic: backend/report_service.php Updated dashboard snapshot APIs to use ledger when range rows exist (instead of always preferring legacy tables): frontend/api/totals_snapshot.php , frontend/api/totals_snapshot_live.php , webui/api/totals_snapshot.php , webui/api/totals_snapshot_live.php New reconciliation / audit backend modules Added totals reconciliation page (report total vs ledger total vs daily mismatch rows + exact ledger rows): backend/report_reconciliation.php Added daily source-vs-source totals audit page: backend/report_totals_audit.php Added unmatched report attachment helper page: backend/report_unmatched.php Added navigation links in backend home/reports: backend/index.php , backend/reports.php Receipts and work orders moved toward ledger truth visit_get now returns ledger payment rows/totals (deposit/tip/paid-toward-balance): frontend/api/visit_get.php PDF receipt/work-order generator uses ledger-first totals and item_type_name fallback: frontend/api/visit_report_generate.php Frontend receipt/work-order screens updated to prefer ledger_totals : frontend/receipt.html , frontend/work_order.html Save flow includes tip safety net so Square tip is persisted as a Tip payment row if missing in payload: frontend/api/visit_save.php , backend/visit_service.php Email receipt vs print receipt mismatch Reworked email receipt generation path in visit page to build from live visit_get + settings_get data and ledger-aware totals, replacing simplified/legacy divergence path: frontend/visit.html Payroll module fixes Added alias normalization and clause support ( Jana/Janna -> Yana ) so counts/reports don’t zero out due name variants: backend/payroll_service.php Improved pasted Excel parsing robustness (delimiter/header detection, fallback parsing, skip-reason diagnostics): backend/payroll_service.php UI now surfaces import diagnostics and styled KPI cards: backend/payroll.php Frontend activity monitor Added backend page to monitor frontend edits/signatures/status changes using backend_change_log : backend/frontend_activity.php UI cleanup for weird characters Frontdesk title and refresh text normalized to plain readable values: frontend/index.html Item types management module Added standalone item type manager page and update/delete APIs: frontend/item_types.html , frontend/api/item_type_update.php , frontend/api/item_type_delete.php Backend/WebUI canonicalization Large set of webui/backend/* files converted to thin loaders pointing to canonical /backend/* files to reduce drift; examples: webui/backend/bootstrap.php , webui/backend/payment_ledger.php , webui/backend/report_reconciliation.php Validation Done Ran PHP lint on critical modules; all reported “No syntax errors detected”: backend/payment_ledger.php , backend/payment_ledger_service.php , backend/report_reconciliation.php , backend/report_totals_audit.php backend/jobs/import_customer_totals_csv_to_ledger.php , backend/jobs/rebuild_payment_ledger.php , backend/jobs/smoke_morning_jobs.php backend/morning_jobs_service.php , backend/appointment_service.php frontend/api/visit_get.php , frontend/api/visit_save.php , frontend/api/visit_report_generate.php backend/payroll_service.php , backend/payroll.php What Is Still Left To Do Finalize totals parity for April 2025 / April 2026 edge cases Remaining mismatch indicates ledger contents/classification still differ from your Access truth set for some rows (especially Edwards split + date bucketing). Action left: run reconciliation for target ranges and correct source rows/bucket rules until report total == ledger total == expected monthly total. Confirm all frontend totals pages are fully ledger-backed end-to-end You asked reports.html , dashboard , index.html , webui.html to use new table. Snapshot endpoints were updated, but full UI-path verification for each page still needs click-through + data diff. Receipt equivalence final QA Email receipt builder was unified in frontend/visit.html , but still needs real-record side-by-side test against print receipt on the problematic visits to confirm exact parity in totals/labels/lines. Payroll import API parity backend/api/payroll_import.php still hard-validates worker as only Yana/Lola (no alias normalization there). If that endpoint is used directly, aliases may still fail. Should align this API with service-layer alias logic. Ledger population completeness You imported Access CSV and forward-resynced, but full historical backfill strategy still needs final sign-off: Decide whether to trust imported Access rows as authoritative for all prior dates and keep live rebuild only forward. Run one full-range ledger audit after any additional historical imports. Potentially risky broad file churn review before release There are many unrelated changed/deleted files (including docs storage artifacts and backups). Needs staging/cleanup before commit/deploy so only intended production changes are shipped.","is_text_editable":1,"can_edit_inline":0}
{"file_name":"SESSION_LOG_2026-04-07.md","mime_type":"application/octet-stream"}
[]
{"backend_document_id":"11","document_type":"upload","title":"Codex 04-07-2026 Documentation","slug":"codex-04-07-2026-documentation","summary_text":"Codex 04-07-2026 Documentation everything that has been completed today","content_markdown":null,"content_html":null,"file_name":"SESSION_LOG_2026-04-07.md","stored_name":"20260407-191340-bcefed15.md","mime_type":"application/octet-stream","file_size_bytes":"12740","storage_path":"/mnt/drive1/customerdb/backend/documents_storage/20260407-191340-bcefed15.md","is_deleted":"0","created_at":"2026-04-07 15:13:40","updated_at":"2026-04-07 15:13:40","editor_content":"# Session Log - 2026-04-07\n\n## Summary\n\nThis document records the work completed on `2026-04-07` for the `customerdb` system across:\n\n- frontend / front desk\n- webui / management\n- backend modules\n- reporting\n- signatures / Topaz\n- Square Terminal\n- documents editor / theming\n\nIt is meant to be the end-of-day handoff and operator reference used before quitting for the day.\n\n---\n\n## Main Outcomes\n\nThe main work completed today focused on:\n\n1. stabilizing visit save, payment, and signature behavior\n2. improving printed reports and work orders\n3. improving visit activity logging and history\n4. fixing queue/report visibility by visit instead of collapsing by customer\n5. building and pairing the Square Terminal API flow\n6. continuing backend theme conformity, especially the Documents module\n\n---\n\n## Completed Work\n\n## 1. Front Desk Visit Workflow\n\nFiles touched:\n\n- [visit.html](/C:/code/customerdb/frontend/visit.html)\n- [visit_save.php](/C:/code/customerdb/frontend/api/visit_save.php)\n- [visit_get.php](/C:/code/customerdb/frontend/api/visit_get.php)\n\n### 1.1 Topaz Signature Flow\n\nCompleted:\n\n- Topaz signature capture now auto-saves the visit immediately after a successful capture.\n- Receipt/work order/report actions require a signature for normal visit types.\n- Leaving the visit page prompts/blocks when a required signature is missing.\n- Report generation first saves the visit if the form is dirty, helping ensure the current signature is included.\n\nWhat this fixes:\n\n- signature captured on screen but not yet saved to the visit\n- report opened too quickly before signature save completed\n- missing signature on receipt/PDF after successful Topaz signing\n\n### 1.2 Visit Activity Log\n\nCompleted:\n\n- Added per-visit activity logging to the visit save pipeline.\n- Added display of activity history at the bottom of the visit form.\n- Log now records:\n - timestamp\n - actor\n - activity type\n - changed field names\n - before values\n - after values\n- Friendly field labels were added for log display.\n\nExamples of friendly labels:\n\n- Pickup Date\n- Deposit Amount\n- Amount Paid\n- Payment Method\n- Tip Amount\n- Total Before Tax\n- Total After Tax\n\n### 1.3 Square Metadata on Visit\n\nCompleted:\n\n- Added Square metadata capture on the visit form and save pipeline:\n - Square payment ID\n - Square receipt / confirmation number\n - card brand\n - last 4\n - checkout ID\n - Square tip amount\n - Square total amount\n- Added a visible `Square Reference` area on the visit page.\n- Added Square payment activity log entries.\n\n### 1.4 Payment and Save Logic\n\nCompleted:\n\n- Removed the redundant `No Tax (order)` checkbox from `Payment & Status`.\n- `Picked Up` logic was previously tightened so visit type should drive status rather than auto-forcing pickup.\n- Added a payment line log under `Payment & Status`.\n- Visit save now logs changes and payment events more clearly.\n\nKnown caution:\n\n- Continue live testing around edge-case payment edits involving deposits, split payments, and later pickups.\n\n---\n\n## 2. Printed Reports and Customer-Facing Reports\n\nFiles touched:\n\n- [receipt.html](/C:/code/customerdb/frontend/receipt.html)\n- [work_order.html](/C:/code/customerdb/frontend/work_order.html)\n- [customer_display.html](/C:/code/customerdb/frontend/customer_display.html)\n\n### 2.1 Receipt\n\nCompleted:\n\n- Added `Pickup Time`.\n- Added `Status`.\n- Receipt now uses normalized visit status, such as:\n - Drop Off\n - Pick Up\n - Canceled\n - No Show\n- Receipt shows pickup date/time more clearly.\n\n### 2.2 Customer Display\n\nCompleted:\n\n- Added `Pickup Time` to the customer-facing display.\n\n### 2.3 Work Order\n\nCompleted:\n\n- Added:\n - Pickup Time\n - Status\n - Total Before Tax\n - Tax\n - Total After Tax\n - Deposit\n - Balance\n- Explicit placeholders such as `$0.00` are shown when values are absent so staff can tell the difference between blank and zero.\n- Added `Visit History` to the work order.\n- Then refined `Visit History` to be concise and single-line only so the work order stays print-friendly.\n\nCurrent work-order history behavior:\n\n- only shows status changes and payment-type events\n- examples:\n - `Status Changed: Drop Off to Pick Up`\n - `Payment: Deposit · Cash · 40.00`\n - `Square Payment 85.00 · Confirmation # 123456`\n\nReason for this change:\n\n- the earlier detailed before/after layout was too large for the print page\n\n---\n\n## 3. Queue / Reports Fixes\n\nFiles touched:\n\n- [customer_data.php](/C:/code/customerdb/frontend/api/customer_data.php)\n- [customer_data.php](/C:/code/customerdb/webui/api/customer_data.php)\n\n### 3.1 Today / Ready Queue Logic\n\nCompleted:\n\n- Fixed queue grouping so operational lists now behave per visit rather than collapsing multiple same-customer visits into one row.\n- Fixed display names so queue views use `visits.customer_name_snapshot` when appropriate.\n\nThis fixed real cases where these visits were being merged or displayed incorrectly:\n\n- Peter Dixon\n- Kefa Dixon\n- Angela Dixon\n- Me Myexperttailor\n\n### 3.2 Dashboard and Ella Side Consistency\n\nCompleted:\n\n- `dashboard.floridaalterations.com/reports.html?type=ready` now shows separate visits correctly.\n- `ella.floridaalterations.com/reports.html?type=today` now mirrors the same corrected behavior.\n\n---\n\n## 4. Square Terminal Integration\n\nFiles touched:\n\n- [square_terminal.php](/C:/code/customerdb/frontend/api/square_terminal.php)\n- [square_terminal.php](/C:/code/customerdb/backend/square_terminal.php)\n- [square_terminal_service.php](/C:/code/customerdb/backend/square_terminal_service.php)\n- [settings.html](/C:/code/customerdb/webui/settings.html)\n- [settings_get.php](/C:/code/customerdb/webui/api/settings_get.php)\n- [settings_save.php](/C:/code/customerdb/webui/api/settings_save.php)\n\n### 4.1 What Was Built\n\nCompleted:\n\n- built a backend Square Terminal pairing page/module\n- added support for:\n - create device code\n - refresh code status\n - sync devices\n - store paired devices in MariaDB\n- added manual terminal device ID / label support in settings\n\nTables added earlier in this work:\n\n- `backend_square_terminal_code`\n- `backend_square_terminal_device`\n\n### 4.2 Pairing Result\n\nCompleted:\n\n- real terminal pairing succeeded\n- paired device returned by Square:\n - `device:343CS149B6001234`\n- terminal name:\n - `Ella`\n- device status:\n - `AVAILABLE`\n\n### 4.3 Visit Integration\n\nCompleted:\n\n- visit page can now talk to Square Terminal API using the configured device\n- checkout completion returns:\n - payment ID\n - base amount\n - total amount\n - tip amount\n - card brand\n - last 4\n - receipt number / confirmation number\n\nKnown caution:\n\n- continue live validation that tip handling exactly matches Square on every real terminal transaction\n\n---\n\n## 5. Backend Documents Module\n\nFiles touched:\n\n- [documents.php](/C:/code/customerdb/backend/documents.php)\n\n### 5.1 Functional State\n\nThe Documents backend already supported:\n\n- markdown editing\n- upload\n- document library\n- history / versions\n- restore version\n\n### 5.2 Theme / Color Work Completed Today\n\nCompleted:\n\n- extensive theme cleanup for Documents page\n- fixed dark/black areas in:\n - editor panel\n - library panel\n - upload panel\n - history panel\n - version list area\n - toolbar save button\n - save document button\n- aligned notices, buttons, inputs, editor chrome, headings, and versions to the backend theme\n\nFinal problem areas specifically addressed today:\n\n- `.doc-panel-head`\n- `.doc-panel-head-left`\n- `.doc-bottom-panel`\n- `.doc-lib-body`\n- `#versionList`\n- toolbar `Save`\n- form `Save Document`\n\nStatus at end of day:\n\n- user confirmed it is much better after the final passes\n\n---\n\n## 6. Work Order / Activity History Printing\n\nFiles touched:\n\n- [work_order.html](/C:/code/customerdb/frontend/work_order.html)\n\nCompleted:\n\n- condensed the history so it fits better on one page\n- removed verbose multi-row history in favor of concise operational lines\n\nUse case:\n\n- person working the garment can see what happened on the ticket without the sheet becoming too large to print\n\n---\n\n## How To Use - Daily Workflow\n\n## Morning\n\n1. Run Setmore import.\n2. Open today’s clients / ready queues and review all current visits.\n3. Open visits as needed and verify:\n - visit type\n - payment/deposit values\n - signature status\n - report status\n4. If using Square Terminal:\n - ensure the paired device is still available in backend Square Terminal page\n - run one small test only if needed\n\n## During the Day\n\n1. Open visit.\n2. Update alteration items, visit type, payment, or deposit as needed.\n3. Capture signature with Topaz.\n4. The visit should auto-save immediately after Topaz capture.\n5. Print/open:\n - receipt\n - customer display\n - work order\n6. Review activity log at bottom of visit if something looks off.\n\n## End of Day\n\n1. Review reports and operational queues.\n2. Check printed work orders / receipts for correct status and payment details.\n3. Review Documents page theme/behavior only if that module was used.\n4. If Square was used, confirm confirmation numbers and payment activity are present in the visit log.\n\n---\n\n## How To Test\n\n## A. Topaz / Report Test\n\nUse a real visit:\n\n1. Open visit.\n2. Capture signature with Topaz.\n3. Confirm the page auto-saves.\n4. Open receipt.\n5. Confirm signature is already present.\n\nExpected:\n\n- no extra manual save needed after successful Topaz signature\n\n## B. Visit Activity Log Test\n\n1. Open visit.\n2. Change:\n - pickup date\n - payment amount\n - visit type\n3. Save.\n4. Review bottom `Visit Activity Log`.\n\nExpected:\n\n- friendlier field labels\n- before/after values visible\n\n## C. Work Order Test\n\n1. Open work order.\n2. Verify it shows:\n - pickup date and time\n - status\n - total before tax\n - tax\n - total after tax\n - deposit\n - balance\n3. Check `Visit History`.\n\nExpected:\n\n- only concise status/payment entries\n- should be more likely to fit on one page\n\n## D. Queue Test\n\n1. Open dashboard ready page.\n2. Open Ella today page.\n3. Confirm each visit is shown separately.\n\nExpected:\n\n- no merging of same-customer visits\n\n## E. Square Terminal Test\n\n1. Open backend Square Terminal page.\n2. Confirm device status is available.\n3. Open a visit.\n4. Send amount to terminal.\n5. Complete payment.\n6. Verify visit page shows:\n - Square confirmation number\n - card info\n - payment metadata\n\nExpected:\n\n- payment returns to visit with matching Square identifiers\n\n## F. Documents Theme Test\n\n1. Open Documents page.\n2. Check:\n - editor header\n - library panel\n - upload panel\n - history panel\n - version list\n - save buttons\n\nExpected:\n\n- no black panels/buttons\n- same backend color family as other backend pages\n\n---\n\n## What Was Verified\n\nVerified during implementation:\n\n- local PHP lint on changed PHP files\n- remote PHP lint on deployed files\n- multiple live pages returning 200 during deployment\n- real Square Terminal pairing status reached `PAIRED`\n- Square device became available to the app\n\nUser-confirmed / observed improvements:\n\n- Documents page looked much better after later theme passes\n\n---\n\n## Open Items / Follow-Up\n\nThese are the main items still worth continued live testing, not necessarily known broken items:\n\n1. Square tip logic in real-world transactions\n2. payment edge cases involving deposit, later balance payment, and visit type changes\n3. printed report fit on one page for very large work orders\n4. any remaining Documents CSS drift if another black element appears\n\n---\n\n## Recommended First Tests Tomorrow\n\n1. Test one real visit from start to finish:\n - edit visit\n - Topaz sign\n - auto-save\n - receipt\n - work order\n2. Test one real Square Terminal payment.\n3. Check today/ready queue counts on both dashboard and Ella sides.\n4. Open Documents and verify the final themed state in normal browser and incognito.\n\n---\n\n## Key Pages\n\nFrontend:\n\n- `https://dashboard.floridaalterations.com/visit.html?visit_id=...&customer_id=...`\n- `https://dashboard.floridaalterations.com/receipt.html?visit_id=...`\n- `https://dashboard.floridaalterations.com/work_order.html?visit_id=...`\n- `https://dashboard.floridaalterations.com/reports.html?type=ready`\n\nManagement / Ella:\n\n- `https://ella.floridaalterations.com/reports.html?type=today`\n- `https://ella.floridaalterations.com/backend/documents.php`\n- `https://ella.floridaalterations.com/backend/square_terminal.php`\n\n---\n\n## Final Note\n\nToday’s work pushed the system closer to dependable daily operations in three major areas:\n\n- the visit/signature/report flow\n- the per-visit operational queue/report logic\n- the Square Terminal integration path\n\nThe biggest operational win of the day is that Topaz signature capture now writes back immediately, which should reduce missed signatures on receipts and reports.\n","is_text_editable":1,"can_edit_inline":1}