InvoiceTrack

Changelog — InvoiceTrack

All notable changes to this app are recorded here. Newest entries on top.

[2026-05-29] — Preview PDF crash fix

• Fixed: "Preview PDF" was crashing (or doing nothing) on most browsers. The Preview PDF action opened the invoice page in a new tab with ?preview=1, and that page then tried window.open(blobURL, '_blank') to launch a SECOND new tab with the PDF. Two back-to-back window.open() calls (the first from the admin's click, the second from a setTimeout 500ms later) are not legitimately user-gesture-driven, so the popup blocker killed the second one — or it opened a tab Chrome's PDF viewer refused to render against the cross-window blob URL ("Couldn't load PDF document"). The fix replaces the doomed window.open with a clean top-level navigation: when ?preview=1 auto-fires, the tab the admin already opened is navigated directly to the PDF blob URL, and the browser's native PDF viewer renders it with built-in zoom, search, and print controls. No second window, no popup-blocker fight, no CSP frame-src rejection.
• Better feedback while the PDF builds. A spinner overlay ("Generating preview…" / "Building PDF…") covers the page while html2pdf works, instead of leaving the admin staring at a blank page wondering what happened. Errors now log to the browser console and show a specific message instead of a silent failure.
• Public-page Preview PDF button (when a customer or admin clicks Preview PDF directly on the invoice page itself) now opens a fresh tab synchronously on the button-click gesture, then navigates that new tab to the PDF once it's ready — keeping the styled invoice open in the original tab for the user to continue interacting with.

[2026-05-28] — Final copy sweep

• Top Customers card under Reports now reads "3 invoices" instead of "3 charges".
• Removed orphaned PropertyPro screenshot assets (screenshots/tenants.svg, charges.svg, dashboard.svg) that were carried over during the original fork. They weren't referenced by app.json or the marketplace, but they're gone now to keep the app folder clean.

[2026-05-28] — PDF rebuild, Visual polish, Platform branding

• Fixed: 500 error on Settings page. When the active entity context bootstrap couldn't see the $db connection from the host settings view ($db was null on production), the page crashed with get_active_entity(): Argument #1 ($db) must be of type PDO, null given. The bootstrap now resolves the connection robustly: tries $appDb first (LocksmithKit pattern), falls back to get_db() (always wired by the router), degrades gracefully to single-business mode if neither is available.
• Fixed: PDF download didn't work. Three root causes ganged up: (1) the SRI hash on the html2pdf.js CDN script was stale, silently blocking the library from loading; (2) the capture selector grabbed [class*="invoice"] which only matched the white card body, missing the colored header; (3) the auto-trigger fired before html2pdf was guaranteed to be on the page on slow networks. Now: SRI removed, the whole invoice (header + card) is wrapped in #invoice-printable which the capture targets explicitly, and a whenReady() poll waits up to 6 seconds for the library to load before firing.
• New: Preview PDF button. Admins can now SEE the formatted PDF before downloading. Opens a new tab with the PDF rendered as a blob — same template the customer would see, same brand color, logo, signature. Useful for double-checking the invoice template setting (Classic / Modern / Minimal) is producing the look you want before sharing.
• ?pdf=1 and ?preview=1 URL flags on the public invoice link. Admin tools at the top of the order detail (Download PDF / Preview PDF) route through these. The PDF always uses whichever template is set in Settings → Invoice Template per-business.
• Platform branding. "Powered by InvoiceTrack" with a link to [mypancho.com/invoicetrack](https://mypancho.com/invoicetrack) — small attribution on every customer-facing invoice link, estimate link, customer portal, and at the foot of the thank-you email body. Enabled by default; admins can turn it off under Settings → Platform (the last, intentionally minimal card).
• Visual polish — public invoice + estimate. Modernized typography (larger ticket heading, tighter letter-spacing), softer card edges (rounded-2xl), layered shadows for depth, gradient sheen on the colored header band (subtle radial highlight), pill-style action buttons that lift on hover, big bold totals + balance with a soft pulse on unpaid balances, full-width gradient Pay button with hover lift. Subtle background gradient on the whole page (slate-50 → slate-100). Same modernization on the estimate accept page. The Modern and Minimal templates carry through these changes consistently.

[2026-05-28] — Polish + Two-Business Demo Seed

• Fixed: "Open" invoice gave 404. The Copy link / WhatsApp / Open buttons on the order detail page were building the public URL from the admin path. They now route through the orders/share-token API so the link is always /p/{userId}/invoicetrack/invoice?token=… — the correct public route.
• Fixed: Download PDF button was hidden because it read the old pdf_invoice_enabled settings key instead of the new pdf_enabled one.
• Renamed "Receipt" → "Send Invoice" on the order detail action bar to match the rest of the app.
• New: "Send as PDF" button on the order detail page. Opens the invoice link with ?pdf=1, which auto-downloads the PDF via html2pdf.js. Admin attaches the saved PDF to WhatsApp / email manually.
• WhatsApp from order detail now includes the actual share link so the recipient can tap to view and pay. Previously it sent a text summary with no URL.
• Phone numbers display in local 0-prefix format. Added format_phone_display() to helpers.php. +2348021234567 renders as 0802 123 4567; 08021234567 renders as 0802 123 4567; US numbers +15551234567 render as (555) 123-4567. Other formats render unchanged. Already used in the public invoice + estimate views.
• Demo seed now ships with TWO businesses. Sunshine Services (entity 1) keeps the app-wide defaults. Acme Repairs (entity 2) has 9 per-business setting overrides — custom business name, phone, accent color (#E11D48), invoice template (Modern), number prefix (ACME), and full bank account details. 3 customers + 4 invoices live under each business; numbering on entity 2 reads ACME-… instead of INV-…. Customer phone numbers seeded in local 0-prefix Nigerian format. After running php seed.php reset admins can immediately try the multi-business switcher at /location-select.

[2026-05-28] — Per-Business Settings

• Run multiple businesses from one install. Each business now keeps its own brand. The 19 settings that show on every invoice — business name, phone, currency symbol, accent color, logo, signature (any mode), invoice number prefix + starting number, invoice template (Classic / Modern / Minimal), bank account details, and the show-logo / show-signature toggles — can now be set per business. Everything else (API keys, notification toggles, late fees, tip, deposit, thank-you email) stays one-set-per-install.
• How it works. Sections in Settings now show a Per business badge when they're scoped. With more than one business set up, a banner at the top says "Editing settings for {Business Name}" with a Switch link to /location-select. Saving from a tagged section writes an override just for that business; clearing the field falls back to the app-wide value. Cascade delete keeps overrides clean when a business is removed.
• Customer-facing. Public invoice and estimate links automatically render with the right business's name, logo, signature, color, template, and bank details — driven by the order's entity_id, not the install default.
• Notifications. Reminders + payment receipts use the right business name and currency symbol per invoice, not the install default.
• Numbering. Each business can have its own prefix (e.g. ACME for one, TC for the other) and a one-shot starting number that resets after first use, scoped to that business.

[2026-05-28] — Phase 2 + 3

• Estimates / quotes. New "Estimates" admin page (under Settings → More). Send a quote to a customer, they accept it with an on-screen e-signature, then convert it to an invoice with one tap. Estimates have their own statuses: Draft → Sent → Accepted (or Declined) → Converted.
• E-signature on quotes. Customer-facing estimate link has Accept and Decline buttons. Accept opens a signature pad — customer signs with finger (mobile) or mouse (desktop), types their name, done. Stored on the estimate; admin sees the signature on the order detail page.
• Recurring invoices. New "Recurring" admin page. Set up a template with a customer, services, cycle (weekly / monthly / yearly), and optional auto-charge. Each cycle, the cron generates a fresh invoice — and if auto-charge is on, charges the customer's saved card off-session.
• Auto-charge saved card. When a customer pays online (Stripe or Paystack), their card token is saved on their record. Recurring templates with "Auto-charge" enabled will then charge that card automatically each cycle without the customer doing anything. Failed charges leave the invoice unpaid so admin can follow up.
• Schedule send. Optional "Send this invoice on…" date on every new invoice. Invoice stays in Draft until the chosen date, then auto-sends + notifies the customer.
• "Invoice opened" tracking. When a customer first opens the invoice link, we stamp the time and fire a push notification to admin: "Adaeze opened invoice INV-…". Shown as a badge on the admin invoice detail.
• Auto late fees. Optional. Turn on in Settings → Late Fees, pick percent (e.g. 5% of balance) or flat amount, set a grace period (default 7 days after due date), and overdue invoices get a "Late Fee" line added automatically by the cron. Once per invoice — never double-charged.
• Deposit / down-payment. Optional per-invoice. Set a deposit amount; the customer's Pay button reads "Pay deposit · $X" until the deposit is met, then flips to "Pay balance · $Y".
• Thank-you email. Optional. When a payment is recorded (online, cash, or transfer), an automatic email goes out to the customer thanking them. Subject and body fully customizable with {{customer_name}} / {{amount}} / {{invoice_number}} placeholders.
• Custom fields on invoices. Declare your own fields in Settings → Custom Fields. Each invoice + each line item can carry your custom data — PO number, vehicle reg, project reference, anything. Renders cleanly on the public invoice link.
• PDF / Invoice templates. Pick from 3 looks: Classic (default), Modern (bold totals, gradient header), Minimal (monochrome, no header band). Settings → Invoice Template. Live preview.
• Schema additions (lazy-migrated). orders gets type, scheduled_send_at, sent_at, first_opened_at, deposit_amount, custom_fields, accepted_*, recurring_template_id, converted_from_estimate_id. order_items gets custom_fields. customers gets stripe_customer_id, paystack_authorization_code, email_verified_at. New tables: recurring_invoices, invoice_late_fee_log.

[2026-05-28]

• Brand color picker. Pick the color used for invoice headers, buttons, and your customer portal. Color wheel, hex input, and 6 one-tap swatches.
• Signature evolution. Three ways to set your signature now: upload an image, type your name in a cursive font (pick from Great Vibes / Dancing Script / Sacramento), or draw it with your finger on phone or mouse on desktop. Whichever mode you pick prints on every invoice and PDF.
• Custom invoice numbering. Override the default INV prefix with your own (e.g. ACME, 2026). Optionally set the very next invoice number — useful when migrating from another system. After one use, daily numbering resumes automatically.
• Add credits and adjustments on any invoice. New "Add Credit" button on the invoice detail page. Enter a label (e.g. "Refund for damaged item") and a positive amount; it's applied as a negative line that reduces the total. Credit lines show in red so they're easy to spot. The system won't let a credit push an invoice below zero.
• Tip / gratuity on the customer pay page. Turn it on under Settings → Tip / Gratuity. Customers see percentage chips (default 10 / 15 / 20 / Custom) above the Pay button; the tip is added to the charged amount and recorded separately in the payment so you can break out revenue vs tips later.
• Files & photos visible on the public invoice. Attachments you mark "visible to customer" now show up in a grid on the shareable invoice link, with thumbnails for images and named-link tiles for PDFs.
• Export for QuickBooks. New button in Reports — one-click CSV in QuickBooks Online's invoice-import format. Hand it to your accountant and they import it straight in.

[2026-05-27]

• InvoiceTrack launched. A simple invoice app built for everyday business owners — no accounting jargon, no clutter. Pick a customer, tap your services, and send the invoice as a link, a WhatsApp message, an email, or a PDF.
• Send invoices any way your customer prefers. Each invoice has its own shareable link with a Pay button (Stripe or Paystack, whichever you've enabled), a Download-PDF button, plus one-tap WhatsApp, SMS, and email share.
• Get paid online with one tap. Customers click "Pay this invoice" on the link and pay by card — no sign-up required. Stripe (USD) and Paystack (NGN) supported.
• Partial payments fully supported. Customers can pay a portion now and the rest later. The balance updates itself, the history shows every payment, and the invoice flips to "Paid" once it's fully settled.
• Status flow you can follow at a glance. Draft → Sent → Due → Overdue → Paid (or Cancelled). The dashboard shows your unpaid, due-this-week, and overdue counts in one place.
• Save your services once, reuse forever. A built-in price list lets you save your services and prices, then tap to add them to any invoice — no retyping.
• Customer portal. Customers can sign in with their phone and PIN to see every invoice you've ever sent them, with payment history.
• Reports that actually help. Money collected, money still owed, top customers, top services, daily collection trends, and CSV export for everything.
• Automatic reminders. Upcoming-due, past-due, and overdue alerts go out by SMS and push notification — so you don't have to remember.
• Works on phone, tablet, and desktop. Mobile-first, no app install needed, runs in any browser.
• Built on the PropertyPro engine. This app reuses the same proven invoice + payment infrastructure, so it ships polished from day one.