stripe

.env.example

@@ -8,3 +8,14 @@ DB_NAME=quotes_db
 # Server Configuration
 PORT=3000
 NODE_ENV=production
+
+# QBO API Credentials
+QBO_CLIENT_ID=client_id
+QBO_CLIENT_SECRET=client_secret
+QBO_ENVIRONMENT=production
+QBO_REDIRECT_URI=https://developer.intuit.com/v2/OAuth2Playground/RedirectUrl
+
+# QBO Tokens (aus dem Playground)
+QBO_ACCESS_TOKEN=access_token
+QBO_REFRESH_TOKEN=refresh_token
+QBO_REALM_ID=realm_id

.gitignore

@@ -1,4 +1,4 @@
 .env
-*.png
+public/uploads/*.png
 node_modules
 qbo_token.json

CHANGELOG.md

@@ -1,212 +0,0 @@
-# Changelog
-
-## Version 2.0.0 - Invoice System Implementation (2026-01-31)
-
-### Major New Features
-
-#### Invoice Management
-- ✅ Full invoice creation and editing
-- ✅ Invoice listing with customer names
-- ✅ Invoice PDF generation with professional formatting
-- ✅ Terms field (default: "Net 30")
-- ✅ Authorization/P.O. field for purchase orders or authorization codes
-- ✅ Automatic invoice numbering (YYYY-NNN format)
-- ✅ Convert quotes to invoices with one click
-
-#### Quote to Invoice Conversion
-- ✅ "→ Invoice" button on quote list
-- ✅ Automatic validation (no TBD items allowed)
-- ✅ One-click conversion preserving all quote data
-- ✅ Automatic current date assignment
-- ✅ Default terms applied ("Net 30")
-- ✅ Links invoice to original quote
-
-#### PDF Differences
-**Quotes:**
-- Label: "Quote For:"
-- Email: support@bayarea-cc.com
-- Header info: Quote #, Account #, Date
-- Allows TBD items with asterisk notation
-
-**Invoices:**
-- Label: "Bill To:"
-- Email: accounting@bayarea-cc.com
-- Header info: Invoice #, Account #, Date, Terms
-- No TBD items allowed
-- Optional authorization field displayed
-
-### Database Changes
-
-#### New Tables
-- `invoices` - Main invoice table
-- `invoice_items` - Invoice line items
-
-#### New Columns in Invoices
-- `invoice_number` - Unique invoice identifier
-- `terms` - Payment terms (e.g., "Net 30")
-- `authorization` - P.O. number or authorization code
-- `created_from_quote_id` - Reference to original quote (if converted)
-
-#### Indexes Added
-- `idx_invoices_invoice_number`
-- `idx_invoices_customer_id`
-- `idx_invoice_items_invoice_id`
-- `idx_invoices_created_from_quote`
-
-### API Endpoints Added
-
-#### Invoice Endpoints
-- `GET /api/invoices` - List all invoices
-- `GET /api/invoices/:id` - Get invoice details
-- `POST /api/invoices` - Create new invoice
-- `PUT /api/invoices/:id` - Update invoice
-- `DELETE /api/invoices/:id` - Delete invoice
-- `GET /api/invoices/:id/pdf` - Generate invoice PDF
-
-#### Conversion Endpoint
-- `POST /api/quotes/:id/convert-to-invoice` - Convert quote to invoice
-
-### UI Changes
-
-#### New Tab
-- Added "Invoices" tab to navigation
-- Invoice list view with all invoice details
-- Terms column in invoice list
-
-#### New Modal
-- Invoice creation/editing modal
-- Terms input field
-- Authorization input field
-- Tax exempt checkbox
-- Rich text description editor (Quill.js)
-
-#### Quote List Enhancement
-- Added "→ Invoice" button to convert quotes
-- Clear visual separation between quotes and invoices
-
-### Business Logic
-
-#### Validation Rules
-- Quotes can have TBD items
-- Invoices CANNOT have TBD items
-- Conversion blocked if quote contains TBD items
-- User receives clear error message for TBD conversion attempts
-
-#### Calculations
-- Same tax rate (8.25%) for both quotes and invoices
-- Tax exempt option available for both
-- Automatic subtotal, tax, and total calculations
-
-#### Numbering
-- Separate number sequences for quotes and invoices
-- Both use YYYY-NNN format
-- Auto-increment within calendar year
-- Reset to 001 each January 1st
-
-### Files Modified
-- `server.js` - Added invoice routes and PDF generation
-- `public/app.js` - Added invoice management functions
-- `public/index.html` - Added invoice tab and modal
-
-### Files Added
-- `add_invoices.sql` - Database migration for invoices
-- `INSTALLATION.md` - Detailed installation guide
-- `CHANGELOG.md` - This file
-- `docker-compose.yml` - Docker deployment configuration
-- `Dockerfile` - Container image definition
-- `.dockerignore` - Docker build exclusions
-
-### Migration Path
-
-For existing installations:
-
-1. Run the invoice migration:
-   ```sql
-   psql -U quoteuser -d quotes_db -f add_invoices.sql
-   ```
-
-2. No changes to existing quotes data
-3. Invoice numbering starts fresh (2026-001)
-4. All existing features remain unchanged
-
-### Technical Details
-
-#### Invoice Number Generation
-```javascript
-async function getNextInvoiceNumber() {
-    const year = new Date().getFullYear();
-    const result = await pool.query(
-        'SELECT invoice_number FROM invoices WHERE invoice_number LIKE $1 ORDER BY invoice_number DESC LIMIT 1',
-        [`${year}-%`]
-    );
-    
-    if (result.rows.length === 0) {
-        return `${year}-001`;
-    }
-    
-    const lastNumber = parseInt(result.rows[0].invoice_number.split('-')[1]);
-    const nextNumber = String(lastNumber + 1).padStart(3, '0');
-    return `${year}-${nextNumber}`;
-}
-```
-
-#### Conversion Validation
-```javascript
-// Check for TBD items
-const hasTBD = itemsResult.rows.some(item => 
-    item.rate.toUpperCase() === 'TBD' || item.amount.toUpperCase() === 'TBD'
-);
-
-if (hasTBD) {
-    return res.status(400).json({ 
-        error: 'Cannot convert quote with TBD items to invoice. Please update all TBD items first.' 
-    });
-}
-```
-
-### Backward Compatibility
-- ✅ Fully backward compatible with existing quote system
-- ✅ No breaking changes to quote functionality
-- ✅ Existing PDFs continue to work
-- ✅ Customer data unchanged
-
-### Testing Checklist
-- [x] Create new invoice manually
-- [x] Edit existing invoice
-- [x] Delete invoice
-- [x] Generate invoice PDF
-- [x] Convert quote without TBD to invoice
-- [x] Block conversion of quote with TBD items
-- [x] Verify "Bill To:" label on invoice PDF
-- [x] Verify accounting@bayarea-cc.com on invoice PDF
-- [x] Verify terms display in PDF
-- [x] Verify authorization display in PDF (when present)
-- [x] Test tax calculations on invoices
-- [x] Test tax-exempt invoices
-
-### Known Limitations
-- None identified
-
-### Future Enhancements (Potential)
-- Invoice payment tracking
-- Partial payment support
-- Invoice status (Paid/Unpaid/Overdue)
-- Email delivery of PDFs
-- Invoice reminders
-- Multi-currency support
-- Custom tax rates per customer
-
----
-
-## Version 1.0.0 - Initial Quote System
-
-### Features
-- Quote creation and management
-- Customer management
-- PDF generation
-- Rich text descriptions
-- TBD item support
-- Tax calculations
-- Company logo upload
-
-See README.md for full documentation.

Dockerfile

@@ -23,9 +23,10 @@ COPY package*.json ./
 RUN npm install --omit=dev
 
 # Copy application files
-COPY server.js ./
 COPY qbo_helper.js ./
+COPY src ./src
 COPY public ./public
+COPY templates ./templates
 
 # Create uploads directory
 RUN mkdir -p public/uploads && \
@@ -38,5 +39,5 @@ EXPOSE 3000
 HEALTHCHECK --interval=30s --timeout=3s --start-period=5s --retries=3 \
     CMD node -e "require('http').get('http://localhost:3000/api/customers', (r) => {if (r.statusCode !== 200) throw new Error(r.statusCode)})"
 
-# Start server
-CMD ["node", "server.js"]
+# Start server (using modular entry point)
+CMD ["node", "src/index.js"]

IMPLEMENTATION_SUMMARY.md

@@ -1,294 +0,0 @@
-# Invoice System Implementation Summary
-
-## Übersicht / Overview
-
-Dieses Dokument fasst die komplette Invoice-System-Implementierung für Bay Area Affiliates zusammen.
-
-This document summarizes the complete Invoice System implementation for Bay Area Affiliates.
-
----
-
-## Was wurde implementiert / What Was Implemented
-
-### 1. Datenbank / Database ✅
-- **Neue Tabellen:** `invoices`, `invoice_items`
-- **Neue Indizes:** Für Performance-Optimierung
-- **Migration Script:** `add_invoices.sql`
-- **Rückwärtskompatibel:** Keine Änderungen an bestehenden Quotes
-
-### 2. Backend (server.js) ✅
-- **Invoice CRUD Operationen:**
-  - GET /api/invoices - Liste aller Invoices
-  - GET /api/invoices/:id - Invoice Details
-  - POST /api/invoices - Neue Invoice erstellen
-  - PUT /api/invoices/:id - Invoice bearbeiten
-  - DELETE /api/invoices/:id - Invoice löschen
-  
-- **PDF Generierung:**
-  - GET /api/invoices/:id/pdf - Invoice PDF
-  - "Bill To:" statt "Quote For:"
-  - accounting@bayarea-cc.com statt support@
-  - Terms-Feld in Header-Tabelle
-  - Authorization-Feld (optional)
-
-- **Quote-zu-Invoice Konvertierung:**
-  - POST /api/quotes/:id/convert-to-invoice
-  - Validierung: Keine TBD-Items erlaubt
-  - Automatische Nummer-Generierung
-  - Verknüpfung mit Original-Quote
-
-### 3. Frontend (app.js) ✅
-- **Invoice Management:**
-  - loadInvoices() - Invoices laden
-  - renderInvoices() - Invoices anzeigen
-  - openInvoiceModal() - Modal für Create/Edit
-  - handleInvoiceSubmit() - Formular speichern
-  - addInvoiceItem() - Line Items hinzufügen
-  - updateInvoiceTotals() - Berechnungen
-  
-- **Conversion Feature:**
-  - convertQuoteToInvoice() - Quote konvertieren
-  - Fehlerbehandlung für TBD-Items
-
-### 4. UI (index.html) ✅
-- **Neuer Tab:** "Invoices" in Navigation
-- **Invoice-Liste:** Tabelle mit allen Invoices
-- **Invoice Modal:** 
-  - Customer Selection
-  - Date Picker
-  - Terms Input (default: "Net 30")
-  - Authorization Input (optional)
-  - Tax Exempt Checkbox
-  - Items mit Quill Rich Text Editor
-  - Totals Berechnung
-  
-- **Quote-Liste Enhancement:**
-  - "→ Invoice" Button für Konvertierung
-
-### 5. Dokumentation ✅
-- **README.md:** Komplette Dokumentation
-- **INSTALLATION.md:** Installations-Anleitung (DE/EN)
-- **CHANGELOG.md:** Änderungsprotokoll
-- **setup.sh:** Automatisches Setup-Script
-
-### 6. Deployment ✅
-- **Docker Support:**
-  - Dockerfile
-  - docker-compose.yml
-  - .dockerignore
-  
-- **Environment:**
-  - .env.example
-  - Konfigurierbare Settings
-
----
-
-## Key Unterschiede: Quotes vs Invoices
-
-| Feature | Quotes | Invoices |
-|---------|--------|----------|
-| **TBD Items** | ✅ Erlaubt | ❌ Nicht erlaubt |
-| **Email** | support@bayarea-cc.com | accounting@bayarea-cc.com |
-| **Label** | "Quote For:" | "Bill To:" |
-| **Terms** | Nein | Ja (z.B. "Net 30") |
-| **Authorization** | Nein | Ja (optional, P.O. etc.) |
-| **Header Info** | Quote #, Account #, Date | Invoice #, Account #, Date, Terms |
-| **Konvertierung** | → zu Invoice | - |
-
----
-
-## Dateistruktur / File Structure
-
-```
-invoice-system/
-├── server.js                  # Express Backend mit allen Routes
-├── public/
-│   ├── index.html            # UI mit Tabs (Quotes/Invoices/Customers/Settings)
-│   ├── app.js                # Frontend JavaScript
-│   └── uploads/              # Logo-Speicher
-├── package.json              # Dependencies
-├── init.sql                  # Initial DB Schema (Customers, Quotes)
-├── add_invoices.sql          # Invoice Tables Migration
-├── setup.sh                  # Auto-Installations-Script
-├── .env.example              # Environment Template
-├── docker-compose.yml        # Docker Deployment
-├── Dockerfile               # Container Image
-├── README.md                # Haupt-Dokumentation
-├── INSTALLATION.md          # Setup-Anleitung (DE/EN)
-└── CHANGELOG.md             # Versions-Historie
-```
-
----
-
-## Installation / Setup
-
-### Schnellstart / Quick Start
-
-```bash
-# 1. Dateien entpacken
-cd /installation/directory
-
-# 2. Setup ausführen
-chmod +x setup.sh
-./setup.sh
-
-# 3. Server starten
-npm start
-
-# 4. Browser öffnen
-# http://localhost:3000
-```
-
-### Docker Deployment
-
-```bash
-# Build und Start
-docker-compose up -d
-
-# Logs ansehen
-docker-compose logs -f
-
-# Stoppen
-docker-compose down
-```
-
----
-
-## Validierungs-Regeln / Validation Rules
-
-### Quote zu Invoice Konvertierung
-
-**ERLAUBT / ALLOWED:**
-```javascript
-Quote Item: { qty: "2", rate: "125.00/hr", amount: "250.00" }
-→ Kann konvertiert werden ✅
-```
-
-**NICHT ERLAUBT / NOT ALLOWED:**
-```javascript
-Quote Item: { qty: "2", rate: "TBD", amount: "TBD" }
-→ Fehler: "Cannot convert quote with TBD items to invoice" ❌
-```
-
-**Lösung / Solution:**
-1. Quote bearbeiten
-2. TBD durch tatsächliche Werte ersetzen
-3. Quote speichern
-4. Dann konvertieren
-
----
-
-## API Beispiele / API Examples
-
-### Invoice erstellen / Create Invoice
-
-```javascript
-POST /api/invoices
-{
-  "customer_id": 1,
-  "invoice_date": "2026-01-31",
-  "terms": "Net 30",
-  "authorization": "P.O. #12345",
-  "tax_exempt": false,
-  "items": [
-    {
-      "quantity": "2",
-      "description": "<p>Email Hosting - Monthly</p>",
-      "rate": "25.00",
-      "amount": "50.00"
-    }
-  ]
-}
-```
-
-### Quote zu Invoice / Quote to Invoice
-
-```javascript
-POST /api/quotes/5/convert-to-invoice
-// Response bei Erfolg:
-{
-  "id": 1,
-  "invoice_number": "2026-001",
-  "customer_id": 1,
-  "total": 54.13,
-  ...
-}
-
-// Response bei TBD-Items:
-{
-  "error": "Cannot convert quote with TBD items to invoice. Please update all TBD items first."
-}
-```
-
----
-
-## Testing Checklist ✅
-
-- [x] Invoice erstellen
-- [x] Invoice bearbeiten
-- [x] Invoice löschen
-- [x] Invoice PDF generieren
-- [x] Quote ohne TBD zu Invoice konvertieren
-- [x] Quote mit TBD Konvertierung blockieren
-- [x] "Bill To:" Label im PDF
-- [x] accounting@bayarea-cc.com im PDF
-- [x] Terms im PDF Header
-- [x] Authorization im PDF (wenn vorhanden)
-- [x] Tax Berechnungen
-- [x] Tax-Exempt Invoices
-- [x] Customer Dropdown funktioniert
-- [x] Auto-Numbering (2026-001, 2026-002, etc.)
-- [x] Rich Text Editor in Items
-
----
-
-## Nächste Schritte / Next Steps
-
-### Deployment auf deinem Server
-1. Dateien hochladen
-2. `setup.sh` ausführen
-3. Logo hochladen (Settings Tab)
-4. Ersten Customer erstellen
-5. Test-Quote erstellen
-6. Quote zu Invoice konvertieren
-7. PDFs testen
-
-### Optional: Docker
-```bash
-docker-compose up -d
-```
-
-### Backup einrichten
-```bash
-# Cronjob für tägliches Backup
-0 2 * * * pg_dump -U quoteuser quotes_db > /backups/quotes_$(date +\%Y\%m\%d).sql
-```
-
----
-
-## Support & Hilfe
-
-- **Dokumentation:** README.md
-- **Installation:** INSTALLATION.md
-- **Änderungen:** CHANGELOG.md
-- **Logs:** `journalctl -u quote-system -f` (systemd)
-- **Docker Logs:** `docker-compose logs -f`
-
----
-
-## Zusammenfassung / Summary
-
-**Vollständiges Invoice-System implementiert mit:**
-- ✅ Separate Invoice-Verwaltung
-- ✅ Quote-zu-Invoice Konvertierung
-- ✅ TBD-Validierung
-- ✅ Professionelle PDFs
-- ✅ Unterschiedliche Email-Adressen
-- ✅ Terms & Authorization Felder
-- ✅ Automatische Nummerierung
-- ✅ Vollständige Dokumentation
-- ✅ Docker Support
-- ✅ Auto-Setup Script
-- ✅ Rückwärtskompatibel
-
-**Bereit für Produktion!** 🚀

INSTALLATION.md

@@ -1,264 +0,0 @@
-# Installation Guide / Installationsanleitung
-
-## English Version
-
-### Prerequisites
-- Node.js 18 or higher
-- PostgreSQL 12 or higher
-- npm (comes with Node.js)
-
-### Quick Installation
-
-1. **Extract files to your server**
-   ```bash
-   cd /your/installation/directory
-   ```
-
-2. **Run the setup script**
-   ```bash
-   chmod +x setup.sh
-   ./setup.sh
-   ```
-   
-   The script will:
-   - Create the PostgreSQL database and user
-   - Set up environment variables
-   - Run database migrations
-   - Install Node.js dependencies
-   - Create necessary directories
-
-3. **Start the server**
-   ```bash
-   npm start
-   ```
-
-4. **Access the application**
-   Open your browser to: http://localhost:3000
-
-### Manual Installation
-
-If you prefer to install manually:
-
-1. **Create PostgreSQL database**
-   ```bash
-   sudo -u postgres psql
-   CREATE DATABASE quotes_db;
-   CREATE USER quoteuser WITH PASSWORD 'your_password';
-   GRANT ALL PRIVILEGES ON DATABASE quotes_db TO quoteuser;
-   \q
-   ```
-
-2. **Run database migrations**
-   ```bash
-   psql -U quoteuser -d quotes_db -f init.sql
-   psql -U quoteuser -d quotes_db -f add_invoices.sql
-   ```
-
-3. **Install dependencies**
-   ```bash
-   npm install
-   ```
-
-4. **Configure environment**
-   ```bash
-   cp .env.example .env
-   # Edit .env with your settings
-   ```
-
-5. **Create directories**
-   ```bash
-   mkdir -p public/uploads
-   ```
-
-6. **Start the server**
-   ```bash
-   npm start
-   ```
-
----
-
-## Deutsche Version
-
-### Voraussetzungen
-- Node.js 18 oder höher
-- PostgreSQL 12 oder höher
-- npm (kommt mit Node.js)
-
-### Schnell-Installation
-
-1. **Dateien auf deinen Server entpacken**
-   ```bash
-   cd /dein/installations/verzeichnis
-   ```
-
-2. **Setup-Script ausführen**
-   ```bash
-   chmod +x setup.sh
-   ./setup.sh
-   ```
-   
-   Das Script wird:
-   - PostgreSQL-Datenbank und Benutzer erstellen
-   - Umgebungsvariablen einrichten
-   - Datenbank-Migrationen ausführen
-   - Node.js-Abhängigkeiten installieren
-   - Notwendige Verzeichnisse erstellen
-
-3. **Server starten**
-   ```bash
-   npm start
-   ```
-
-4. **Anwendung öffnen**
-   Browser öffnen: http://localhost:3000
-
-### Manuelle Installation
-
-Falls du lieber manuell installieren möchtest:
-
-1. **PostgreSQL-Datenbank erstellen**
-   ```bash
-   sudo -u postgres psql
-   CREATE DATABASE quotes_db;
-   CREATE USER quoteuser WITH PASSWORD 'dein_passwort';
-   GRANT ALL PRIVILEGES ON DATABASE quotes_db TO quoteuser;
-   \q
-   ```
-
-2. **Datenbank-Migrationen ausführen**
-   ```bash
-   psql -U quoteuser -d quotes_db -f init.sql
-   psql -U quoteuser -d quotes_db -f add_invoices.sql
-   ```
-
-3. **Abhängigkeiten installieren**
-   ```bash
-   npm install
-   ```
-
-4. **Umgebung konfigurieren**
-   ```bash
-   cp .env.example .env
-   # .env mit deinen Einstellungen bearbeiten
-   ```
-
-5. **Verzeichnisse erstellen**
-   ```bash
-   mkdir -p public/uploads
-   ```
-
-6. **Server starten**
-   ```bash
-   npm start
-   ```
-
----
-
-## File Structure / Dateistruktur
-
-```
-quote-invoice-system/
-├── server.js              # Express server / Backend-Server
-├── public/
-│   ├── index.html         # Main UI / Hauptoberfläche
-│   ├── app.js            # Frontend JavaScript
-│   └── uploads/          # Logo storage / Logo-Speicher
-├── package.json          # Dependencies / Abhängigkeiten
-├── init.sql              # Initial DB schema / Initiales DB-Schema
-├── add_invoices.sql      # Invoice tables / Rechnungs-Tabellen
-├── setup.sh              # Auto-installation / Auto-Installation
-├── .env.example          # Environment template / Umgebungs-Vorlage
-└── README.md             # Documentation / Dokumentation
-```
-
-## Troubleshooting / Fehlerbehebung
-
-### Database connection fails / Datenbankverbindung fehlgeschlagen
-- Check PostgreSQL is running: `sudo systemctl status postgresql`
-- Verify credentials in `.env` file
-- Ensure user has permissions: `GRANT ALL ON SCHEMA public TO quoteuser;`
-
-### Port 3000 already in use / Port 3000 bereits belegt
-- Change `PORT` in `.env` file
-- Or stop the service using port 3000
-
-### PDF generation fails / PDF-Generierung fehlgeschlagen
-- Puppeteer requires Chromium
-- On Ubuntu/Debian: `sudo apt-get install chromium-browser`
-- On Alpine/Docker: Already configured in Dockerfile
-
-### Permission errors / Berechtigungsfehler
-- Ensure `public/uploads` directory exists and is writable
-- Run: `chmod 755 public/uploads`
-
-## Production Deployment / Produktions-Deployment
-
-### Using PM2 (Recommended / Empfohlen)
-
-```bash
-# Install PM2
-npm install -g pm2
-
-# Start application
-pm2 start server.js --name quote-system
-
-# Save PM2 configuration
-pm2 save
-
-# Auto-start on boot
-pm2 startup
-```
-
-### Using systemd
-
-Create `/etc/systemd/system/quote-system.service`:
-
-```ini
-[Unit]
-Description=Quote & Invoice System
-After=network.target postgresql.service
-
-[Service]
-Type=simple
-User=your_user
-WorkingDirectory=/path/to/quote-invoice-system
-Environment="NODE_ENV=production"
-ExecStart=/usr/bin/node server.js
-Restart=on-failure
-
-[Install]
-WantedBy=multi-user.target
-```
-
-Then:
-```bash
-sudo systemctl enable quote-system
-sudo systemctl start quote-system
-```
-
-## Security Recommendations / Sicherheitsempfehlungen
-
-1. **Use strong database passwords / Starke Datenbank-Passwörter verwenden**
-2. **Run behind reverse proxy (nginx) / Hinter Reverse-Proxy betreiben**
-3. **Enable HTTPS / HTTPS aktivieren**
-4. **Regular backups / Regelmäßige Backups**
-5. **Keep dependencies updated / Abhängigkeiten aktuell halten**
-
-## Backup / Sicherung
-
-### Database Backup / Datenbank-Backup
-```bash
-pg_dump -U quoteuser quotes_db > backup_$(date +%Y%m%d).sql
-```
-
-### Restore / Wiederherstellen
-```bash
-psql -U quoteuser quotes_db < backup_20260131.sql
-```
-
-## Support
-
-For technical support / Für technischen Support:
-- Check README.md for usage instructions
-- Review error logs: `journalctl -u quote-system -f`
-- Contact Bay Area Affiliates, Inc.

add_invoices.sql

@@ -1,38 +0,0 @@
--- Migration to add Invoice functionality
--- Run this on your existing database
-
--- Create invoices table
-CREATE TABLE IF NOT EXISTS invoices (
-    id SERIAL PRIMARY KEY,
-    invoice_number VARCHAR(50) UNIQUE NOT NULL,
-    customer_id INTEGER REFERENCES customers(id),
-    invoice_date DATE NOT NULL,
-    terms VARCHAR(100) DEFAULT 'Net 30',
-    auth_code VARCHAR(255),
-    tax_exempt BOOLEAN DEFAULT FALSE,
-    tax_rate DECIMAL(5,2) DEFAULT 8.25,
-    subtotal DECIMAL(10,2) DEFAULT 0,
-    tax_amount DECIMAL(10,2) DEFAULT 0,
-    total DECIMAL(10,2) DEFAULT 0,
-    created_from_quote_id INTEGER REFERENCES quotes(id),
-    created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP,
-    updated_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP
-);
-
--- Create invoice_items table
-CREATE TABLE IF NOT EXISTS invoice_items (
-    id SERIAL PRIMARY KEY,
-    invoice_id INTEGER REFERENCES invoices(id) ON DELETE CASCADE,
-    quantity VARCHAR(20) NOT NULL,
-    description TEXT NOT NULL,
-    rate VARCHAR(50) NOT NULL,
-    amount VARCHAR(50) NOT NULL,
-    item_order INTEGER NOT NULL,
-    created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP
-);
-
--- Create indexes
-CREATE INDEX IF NOT EXISTS idx_invoices_invoice_number ON invoices(invoice_number);
-CREATE INDEX IF NOT EXISTS idx_invoices_customer_id ON invoices(customer_id);
-CREATE INDEX IF NOT EXISTS idx_invoice_items_invoice_id ON invoice_items(invoice_id);
-CREATE INDEX IF NOT EXISTS idx_invoices_created_from_quote ON invoices(created_from_quote_id);

auth.js

@@ -0,0 +1,67 @@
+const OAuthClient = require('intuit-oauth');
+const express = require('express');
+
+const app = express();
+
+// 1. Konfiguration (Füge hier deine Development Keys ein)
+
+const oauthClient = new OAuthClient({
+  clientId: process.env.QBO_CLIENT_ID,
+  clientSecret: process.env.QBO_CLIENT_SECRET,
+  environment: process.env.QBO_ENVIRONMENT, // Wichtig: 'sandbox' für Development Keys
+  redirectUri: process.env.QBO_REDIRECT_URI,
+});
+// 2. Start-Route: Generiert die Login-URL und leitet dich weiter
+app.get('/', (req, res) => {
+  const authUri = oauthClient.authorizeUri({
+    scope: [OAuthClient.scopes.Accounting, OAuthClient.scopes.Payment],
+    state: 'testState',
+  });
+  
+  console.log('Öffne Browser für Login...');
+  res.redirect(authUri);
+});
+
+// 3. Callback-Route: Hierhin kommt QBO zurück mit dem Code
+app.get('/callback', async (req, res) => {
+  try {
+    // 1. Tokens holen
+    const authResponse = await oauthClient.createToken(req.url);
+    const tokens = authResponse.getJson();
+    const realmId = authResponse.token.realmId;
+
+    // 2. Test-Abruf (Kunden)
+    const url = oauthClient.environment == 'sandbox'
+        ? OAuthClient.environment.sandbox
+        : OAuthClient.environment.production;
+
+    const apiResponse = await oauthClient.makeApiCall({
+      url: `${url}v3/company/${realmId}/query?query=select * from Customer MAXRESULTS 5`,
+      method: 'GET',
+    });
+
+    // 3. Ausgabe in der Konsole
+    console.log('\n--- DEINE TOKENS (BITTE SICHERN) ---');
+    console.log('Realm ID:', realmId);
+    console.log('Access Token:', tokens.access_token);
+    console.log('Refresh Token:', tokens.refresh_token);
+    console.log('------------------------------------\n');
+    
+    console.log("Test-Abruf Ergebnis:");
+    // KORREKTUR: .getJson() statt .text()
+    console.log(JSON.stringify(apiResponse.getJson(), null, 2));
+
+    // 4. Antwort an Browser (Erst ganz am Ende senden!)
+    res.send(`<h1>Erfolg!</h1><p>Tokens sind in der Konsole.</p>`);
+
+  } catch (e) {
+    console.error("Ein Fehler ist aufgetreten:", e);
+    // Nur senden, wenn noch nichts gesendet wurde
+    if (!res.headersSent) res.send('Fehler: Siehe Konsole');
+  }
+});
+
+// Server starten
+app.listen(3000, async () => {
+  console.log('Server läuft auf http://localhost:3000');
+});

docker-compose.yml

@@ -39,6 +39,10 @@ services:
       QBO_REALM_ID: ${QBO_REALM_ID}
       QBO_ACCESS_TOKEN: ${QBO_ACCESS_TOKEN}
       QBO_REFRESH_TOKEN: ${QBO_REFRESH_TOKEN}     
+      AWS_ACCESS_KEY_ID: ${AWS_ACCESS_KEY_ID}
+      AWS_SECRET_ACCESS_KEY: ${AWS_SECRET_ACCESS_KEY}
+      STRIPE_SECRET_KEY: ${STRIPE_SECRET_KEY}
+      STRIPE_PUBLISHABLE_KEY: ${STRIPE_PUBLISHABLE_KEY}      
     volumes:
       - ./public/uploads:/app/public/uploads
       - ./templates:/app/templates  # NEU!

import_qbo_payment.js

@@ -0,0 +1,250 @@
+#!/usr/bin/env node
+// import_qbo_payment.js — Importiert ein QBO Payment in die lokale DB
+//
+// Suche nach Payment über:
+//   --invoice <QBO_INVOICE_ID_OR_DOCNUMBER>  Findet Payment über die Invoice
+//   --ref <CHECK_NUMBER>                      Findet Payment über Referenznummer
+//   --payment <QBO_PAYMENT_ID>                Direkt über interne QBO Payment ID
+//
+// Beispiele:
+//   node import_qbo_payment.js --invoice 110483
+//   node import_qbo_payment.js --ref 20616
+//   node import_qbo_payment.js --payment 456
+
+require('dotenv').config();
+const { Pool } = require('pg');
+const { makeQboApiCall, getOAuthClient } = require('./qbo_helper');
+
+const pool = new Pool({
+    user: process.env.DB_USER || 'postgres',
+    host: process.env.DB_HOST || 'localhost',
+    database: process.env.DB_NAME || 'quotes_db',
+    password: process.env.DB_PASSWORD || 'postgres',
+    port: process.env.DB_PORT || 5432,
+});
+
+async function getBaseUrl() {
+    const oauthClient = getOAuthClient();
+    const companyId = oauthClient.getToken().realmId;
+    const base = process.env.QBO_ENVIRONMENT === 'production'
+        ? 'https://quickbooks.api.intuit.com'
+        : 'https://sandbox-quickbooks.api.intuit.com';
+    return { base, companyId };
+}
+
+// --- Suche: Payment über Invoice finden ---
+async function findPaymentByInvoice(invoiceRef) {
+    const { base, companyId } = await getBaseUrl();
+    console.log(`\n🔍 Suche Invoice "${invoiceRef}" in QBO...`);
+
+    // Zuerst als DocNumber suchen (das ist was du siehst)
+    let invoice = null;
+    const query = `SELECT * FROM Invoice WHERE DocNumber = '${invoiceRef}'`;
+    const qRes = await makeQboApiCall({
+        url: `${base}/v3/company/${companyId}/query?query=${encodeURI(query)}`,
+        method: 'GET'
+    });
+    const qData = qRes.getJson ? qRes.getJson() : qRes.json;
+
+    if (qData.QueryResponse?.Invoice?.length > 0) {
+        invoice = qData.QueryResponse.Invoice[0];
+    } else {
+        // Fallback: direkt als ID versuchen
+        try {
+            const invRes = await makeQboApiCall({
+                url: `${base}/v3/company/${companyId}/invoice/${invoiceRef}`,
+                method: 'GET'
+            });
+            const invData = invRes.getJson ? invRes.getJson() : invRes.json;
+            invoice = invData.Invoice;
+        } catch (e) { /* ignore */ }
+    }
+
+    if (!invoice) {
+        console.error(`❌ Invoice "${invoiceRef}" nicht in QBO gefunden.`);
+        return null;
+    }
+
+    console.log(`   ✅ Invoice: ID ${invoice.Id}, DocNumber ${invoice.DocNumber}, Balance: $${invoice.Balance}, Kunde: ${invoice.CustomerRef?.name}`);
+
+    // Verknüpfte Payments aus LinkedTxn
+    if (invoice.LinkedTxn && invoice.LinkedTxn.length > 0) {
+        const paymentLinks = invoice.LinkedTxn.filter(lt => lt.TxnType === 'Payment');
+        if (paymentLinks.length > 0) {
+            console.log(`   📎 ${paymentLinks.length} verknüpfte Payment(s):`);
+            for (const pl of paymentLinks) {
+                console.log(`      QBO Payment ID: ${pl.TxnId}`);
+            }
+            return paymentLinks[0].TxnId;
+        }
+    }
+
+    console.log(`   ⚠️ Keine Payments verknüpft (Balance: $${invoice.Balance}).`);
+    return null;
+}
+
+// --- Suche: Payment über Reference Number ---
+async function findPaymentByRef(refNumber) {
+    const { base, companyId } = await getBaseUrl();
+    console.log(`\n🔍 Suche Payment mit Reference Number "${refNumber}"...`);
+
+    const query = `SELECT * FROM Payment WHERE PaymentRefNum = '${refNumber}'`;
+    const response = await makeQboApiCall({
+        url: `${base}/v3/company/${companyId}/query?query=${encodeURI(query)}`,
+        method: 'GET'
+    });
+    const data = response.getJson ? response.getJson() : response.json;
+    const payments = data.QueryResponse?.Payment || [];
+
+    if (payments.length === 0) {
+        console.log(`   ❌ Kein Payment mit Ref "${refNumber}" gefunden.`);
+        return null;
+    }
+
+    console.log(`   ✅ ${payments.length} Payment(s) gefunden:`);
+    for (const p of payments) {
+        console.log(`      ID: ${p.Id}, Datum: ${p.TxnDate}, Betrag: $${p.TotalAmt}, Ref: ${p.PaymentRefNum}`);
+    }
+    return payments[0].Id;
+}
+
+// --- Payment laden und lokal importieren ---
+async function importPayment(qboPaymentId) {
+    const { base, companyId } = await getBaseUrl();
+    console.log(`\n📥 Lade QBO Payment ID ${qboPaymentId}...`);
+
+    const response = await makeQboApiCall({
+        url: `${base}/v3/company/${companyId}/payment/${qboPaymentId}`,
+        method: 'GET'
+    });
+    const data = response.getJson ? response.getJson() : response.json;
+    const payment = data.Payment;
+
+    if (!payment) { console.error('❌ Payment nicht gefunden.'); return; }
+
+    console.log(`\n✅ Payment geladen:`);
+    console.log(`   QBO ID:    ${payment.Id}`);
+    console.log(`   Datum:     ${payment.TxnDate}`);
+    console.log(`   Betrag:    $${payment.TotalAmt}`);
+    console.log(`   Referenz:  ${payment.PaymentRefNum || '(keine)'}`);
+    console.log(`   Kunde:     ${payment.CustomerRef?.name || payment.CustomerRef?.value}`);
+
+    // Verknüpfte Invoices
+    const linkedInvoices = [];
+    if (payment.Line) {
+        for (const line of payment.Line) {
+            if (line.LinkedTxn) {
+                for (const txn of line.LinkedTxn) {
+                    if (txn.TxnType === 'Invoice') {
+                        linkedInvoices.push({ qbo_invoice_id: txn.TxnId, amount: line.Amount });
+                    }
+                }
+            }
+        }
+    }
+    console.log(`   Invoices:  ${linkedInvoices.length}`);
+    linkedInvoices.forEach(li => console.log(`     - QBO Invoice ${li.qbo_invoice_id}: $${li.amount}`));
+
+    // Namen auflösen
+    let paymentMethodName = 'Unknown';
+    if (payment.PaymentMethodRef?.value) {
+        try {
+            const pmRes = await makeQboApiCall({
+                url: `${base}/v3/company/${companyId}/paymentmethod/${payment.PaymentMethodRef.value}`,
+                method: 'GET'
+            });
+            paymentMethodName = (pmRes.getJson ? pmRes.getJson() : pmRes.json).PaymentMethod?.Name || 'Unknown';
+        } catch (e) { /* ok */ }
+    }
+
+    let depositToName = '';
+    if (payment.DepositToAccountRef?.value) {
+        try {
+            const accRes = await makeQboApiCall({
+                url: `${base}/v3/company/${companyId}/account/${payment.DepositToAccountRef.value}`,
+                method: 'GET'
+            });
+            depositToName = (accRes.getJson ? accRes.getJson() : accRes.json).Account?.Name || '';
+        } catch (e) { /* ok */ }
+    }
+
+    console.log(`   Methode:   ${paymentMethodName}`);
+    console.log(`   Konto:     ${depositToName}`);
+
+    // --- DB ---
+    const dbClient = await pool.connect();
+    try {
+        const existing = await dbClient.query('SELECT id FROM payments WHERE qbo_payment_id = $1', [String(payment.Id)]);
+        if (existing.rows.length > 0) {
+            console.log(`\n⚠️ Bereits importiert (lokale ID: ${existing.rows[0].id}). Übersprungen.`);
+            return;
+        }
+
+        await dbClient.query('BEGIN');
+
+        const custResult = await dbClient.query('SELECT id FROM customers WHERE qbo_id = $1', [payment.CustomerRef?.value]);
+        const customerId = custResult.rows[0]?.id || null;
+
+        const payResult = await dbClient.query(
+            `INSERT INTO payments (payment_date, reference_number, payment_method, deposit_to_account, total_amount, customer_id, qbo_payment_id)
+             VALUES ($1, $2, $3, $4, $5, $6, $7) RETURNING id`,
+            [payment.TxnDate, payment.PaymentRefNum || null, paymentMethodName, depositToName, payment.TotalAmt, customerId, String(payment.Id)]
+        );
+        const localId = payResult.rows[0].id;
+        console.log(`\n💾 Payment lokal gespeichert: ID ${localId}`);
+
+        let matched = 0;
+        for (const li of linkedInvoices) {
+            const invResult = await dbClient.query('SELECT id, invoice_number FROM invoices WHERE qbo_id = $1', [li.qbo_invoice_id]);
+            if (invResult.rows.length > 0) {
+                const inv = invResult.rows[0];
+                await dbClient.query('INSERT INTO payment_invoices (payment_id, invoice_id, amount) VALUES ($1, $2, $3) ON CONFLICT DO NOTHING', [localId, inv.id, li.amount]);
+                await dbClient.query('UPDATE invoices SET paid_date = $1, updated_at = CURRENT_TIMESTAMP WHERE id = $2 AND paid_date IS NULL', [payment.TxnDate, inv.id]);
+                console.log(`   ✅ Invoice #${inv.invoice_number || inv.id} → bezahlt`);
+                matched++;
+            } else {
+                console.log(`   ⚠️ QBO Invoice ${li.qbo_invoice_id} nicht in lokaler DB`);
+            }
+        }
+
+        await dbClient.query('COMMIT');
+        console.log(`\n✅ Fertig: ${matched}/${linkedInvoices.length} Invoices verknüpft.`);
+    } catch (error) {
+        await dbClient.query('ROLLBACK').catch(() => {});
+        console.error('❌ Fehler:', error);
+    } finally {
+        dbClient.release();
+    }
+}
+
+// --- Main ---
+async function main() {
+    const args = process.argv.slice(2);
+    if (args.length < 2) {
+        console.log(`
+Verwendung:
+  node import_qbo_payment.js --invoice <DOCNUMBER_OR_QBO_ID>
+  node import_qbo_payment.js --ref <CHECK_NUMBER>
+  node import_qbo_payment.js --payment <QBO_PAYMENT_ID>
+
+Beispiele:
+  node import_qbo_payment.js --invoice 110483
+  node import_qbo_payment.js --ref 20616
+  node import_qbo_payment.js --payment 456
+`);
+        process.exit(1);
+    }
+
+    let qboPaymentId = null;
+    if (args[0] === '--payment') qboPaymentId = args[1];
+    else if (args[0] === '--invoice') qboPaymentId = await findPaymentByInvoice(args[1]);
+    else if (args[0] === '--ref') qboPaymentId = await findPaymentByRef(args[1]);
+    else { console.error(`Unbekannt: ${args[0]}`); process.exit(1); }
+
+    if (!qboPaymentId) { console.error('\n❌ Payment nicht gefunden.'); process.exit(1); }
+
+    await importPayment(qboPaymentId);
+    await pool.end();
+}
+
+main().catch(err => { console.error('Fatal:', err); process.exit(1); });

init.sql

@@ -1,53 +0,0 @@
--- Initial Database Setup for Quote & Invoice System
--- Run this first to create the basic tables
-
--- Create customers table
-CREATE TABLE IF NOT EXISTS customers (
-    id SERIAL PRIMARY KEY,
-    name VARCHAR(255) NOT NULL,
-    street VARCHAR(255) NOT NULL,
-    city VARCHAR(100) NOT NULL,
-    state VARCHAR(2) NOT NULL,
-    zip_code VARCHAR(10) NOT NULL,
-    account_number VARCHAR(50),
-    created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP,
-    updated_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP
-);
-
--- Create quotes table
-CREATE TABLE IF NOT EXISTS quotes (
-    id SERIAL PRIMARY KEY,
-    quote_number VARCHAR(50) UNIQUE NOT NULL,
-    customer_id INTEGER REFERENCES customers(id),
-    quote_date DATE NOT NULL,
-    tax_exempt BOOLEAN DEFAULT FALSE,
-    tax_rate DECIMAL(5,2) DEFAULT 8.25,
-    subtotal DECIMAL(10,2) DEFAULT 0,
-    tax_amount DECIMAL(10,2) DEFAULT 0,
-    total DECIMAL(10,2) DEFAULT 0,
-    has_tbd BOOLEAN DEFAULT FALSE,
-    created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP,
-    updated_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP
-);
-
--- Create quote_items table
-CREATE TABLE IF NOT EXISTS quote_items (
-    id SERIAL PRIMARY KEY,
-    quote_id INTEGER REFERENCES quotes(id) ON DELETE CASCADE,
-    quantity VARCHAR(20) NOT NULL,
-    description TEXT NOT NULL,
-    rate VARCHAR(50) NOT NULL,
-    amount VARCHAR(50) NOT NULL,
-    item_order INTEGER NOT NULL,
-    created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP
-);
-
--- Create indexes for better performance
-CREATE INDEX IF NOT EXISTS idx_quotes_quote_number ON quotes(quote_number);
-CREATE INDEX IF NOT EXISTS idx_quotes_customer_id ON quotes(customer_id);
-CREATE INDEX IF NOT EXISTS idx_quote_items_quote_id ON quote_items(quote_id);
-
--- Insert sample customer
-INSERT INTO customers (name, street, city, state, zip_code, account_number) 
-VALUES ('Braselton Development', '5337 Yorktown Blvd. Suite 10-D', 'Corpus Christi', 'TX', '78414', '3617790060')
-ON CONFLICT DO NOTHING;

package.json

@@ -2,19 +2,23 @@
   "name": "quote-invoice-system",
   "version": "2.0.0",
   "description": "Quote & Invoice Management System for Bay Area Affiliates",
-  "main": "server.js",
+  "main": "src/index.js",
   "scripts": {
-    "start": "node server.js",
-    "dev": "nodemon server.js"
+    "start": "node src/index.js",
+    "dev": "nodemon src/index.js"
   },
   "dependencies": {
+    "@aws-sdk/client-sesv2": "^3.1009.0",
     "csv-parser": "^3.2.0",
     "dotenv": "^17.3.1",
     "express": "^4.21.2",
     "intuit-oauth": "^4.2.2",
+    "mjml": "^4.18.0",
     "multer": "^1.4.5-lts.1",
+    "nodemailer": "^8.0.2",
     "pg": "^8.13.1",
-    "puppeteer": "^23.11.1"
+    "puppeteer": "^23.11.1",
+    "stripe": "^20.4.1"
   },
   "devDependencies": {
     "nodemon": "^3.0.2"

public/css/styles.css

@@ -0,0 +1,54 @@
+/* styles.css — Application styles extracted from index.html */
+
+.modal {
+    display: none;
+}
+.modal.active {
+    display: flex;
+}
+
+/* Invoice/Quote Modal — visible field borders */
+#invoice-modal input,
+#invoice-modal select,
+#invoice-modal textarea,
+#quote-modal input,
+#quote-modal select,
+#quote-modal textarea {
+    border: 1.5px solid #9ca3af !important;
+}
+
+#invoice-modal input:focus,
+#invoice-modal select:focus,
+#invoice-modal textarea:focus,
+#quote-modal input:focus,
+#quote-modal select:focus,
+#quote-modal textarea:focus {
+    border-color: #3b82f6 !important;
+    box-shadow: 0 0 0 2px rgba(59, 130, 246, 0.2) !important;
+}
+
+/* Rich Text Editor borders */
+#invoice-modal .ql-container,
+#invoice-modal .ql-toolbar,
+#quote-modal .ql-container,
+#quote-modal .ql-toolbar {
+    border: 1.5px solid #9ca3af !important;
+}
+
+.item-row input,
+.item-row select,
+.invoice-item input,
+.invoice-item select,
+#invoice-items input,
+#invoice-items select,
+#quote-items input,
+#quote-items select {
+    border: 1.5px solid #9ca3af !important;
+}
+
+#invoice-items > div,
+#quote-items > div,
+#invoice-items .border,
+#quote-items .border {
+    border: 1.5px solid #9ca3af !important;
+}

public/index.html

@@ -7,20 +7,17 @@
     <script src="https://cdn.tailwindcss.com"></script>
     <link href="https://cdn.quilljs.com/1.3.6/quill.snow.css" rel="stylesheet">
     <script src="https://cdn.quilljs.com/1.3.6/quill.js"></script>
+    <script src="js/components/customer-search.js"></script>    
     <script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></script>
-    <style>
-        .modal {
-            display: none;
-        }
-        .modal.active {
-            display: flex;
-        }
-    </style>
+    <link rel="icon" type="image/x-icon" href="/favicon.ico">
+    <link rel="icon" type="image/png" sizes="32x32" href="/favicon.png">
+    <link rel="apple-touch-icon" sizes="192x192" href="/favicon-192.png">
+    <link rel="stylesheet" href="css/styles.css">
 </head>
 <body class="bg-gray-100">
     <div class="min-h-screen">
         <!-- Navigation -->
-        <nav class="bg-blue-900 text-white shadow-lg">
+        <nav class="bg-blue-900 text-white shadow-lg sticky top-0 z-40">
             <div class="container mx-auto px-6 py-4">
                 <div class="flex items-center justify-between">
                     <div>
@@ -74,19 +71,19 @@
                     </button>
                 </div>
 
-                <!-- Toolbar wird von invoice-view.js injiziert -->
                 <div id="invoice-toolbar"></div>
 
                 <div class="bg-white rounded-lg shadow-md overflow-hidden">
                     <table class="min-w-full divide-y divide-gray-200">
                         <thead class="bg-gray-50">
                             <tr>
-                                <th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">Invoice #</th>
-                                <th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">Customer</th>
-                                <th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">Date</th>
-                                <th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">Terms</th>
-                                <th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">Total</th>
-                                <th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">Actions</th>
+                                <th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">Invoice #</th>
+                                <th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">Customer</th>
+                                <th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">Date</th>
+                                <th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">Send Date</th>
+                                <th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">Terms</th>
+                                <th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">Total</th>
+                                <th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">Actions</th>
                             </tr>
                         </thead>
                         <tbody id="invoices-list" class="bg-white divide-y divide-gray-200">
@@ -97,21 +94,16 @@
 
             <!-- Customers Tab -->
             <div id="customers-tab" class="tab-content hidden">
-                <div class="flex justify-between items-center mb-6">
-                    <h2 class="text-3xl font-bold text-gray-800">Customers</h2>
-                    <button onclick="openCustomerModal()" class="bg-blue-600 hover:bg-blue-700 text-white px-6 py-3 rounded-lg font-semibold shadow-md">
-                        + New Customer
-                    </button>
-                </div>
-
+                <div id="customer-toolbar"></div>
                 <div class="bg-white rounded-lg shadow-md overflow-hidden">
                     <table class="min-w-full divide-y divide-gray-200">
                         <thead class="bg-gray-50">
                             <tr>
-                                <th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">Name</th>
-                                <th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">Address</th>
-                                <th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">Account #</th>
-                                <th class="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">Actions</th>
+                                <th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">Name</th>
+                                <th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">Address</th>
+                                <th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">Email</th>
+                                <th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">Account #</th>
+                                <th class="px-4 py-3 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">Actions</th>
                             </tr>
                         </thead>
                         <tbody id="customers-list" class="bg-white divide-y divide-gray-200">
@@ -167,6 +159,9 @@
                     </button>
 
                     <div id="qbo-import-result" class="mt-4 hidden"></div>
+
+                    <hr class="my-8 border-gray-200">
+
                     <h3 class="text-xl font-semibold mb-4 text-gray-800">QuickBooks Online Authorization</h3>
                     <p class="text-gray-600 mb-4">
                         Wenn der Token abgelaufen ist oder die Verbindung fehlschlägt, 
@@ -182,7 +177,6 @@
                     </div>
 
                     <script>
-                        // QBO Status beim Laden prüfen
                         fetch('/api/qbo/status')
                             .then(r => r.json())
                             .then(data => {
@@ -198,6 +192,8 @@
                             });
                     </script>
 
+                    <hr class="my-8 border-gray-200">
+
                     <h3 class="text-xl font-semibold mb-4 text-gray-800">QuickBooks Online Connection Test</h3>
                     <p class="text-gray-600 mb-4">Test the connection and token refresh logic by fetching a report of overdue invoices (> 30 days) directly from QBO.</p>
                     
@@ -227,106 +223,6 @@
         </div>
     </div>
 
-    <!-- Customer Modal -->
-    <div id="customer-modal" class="modal fixed inset-0 bg-gray-600 bg-opacity-50 overflow-y-auto h-full w-full items-center justify-center">
-        <div class="relative mx-auto p-8 border w-full max-w-2xl shadow-lg rounded-lg bg-white">
-            <div class="flex justify-between items-center mb-6">
-                <h3 class="text-2xl font-bold text-gray-900" id="customer-modal-title">New Customer</h3>
-                <button onclick="closeCustomerModal()" class="text-gray-400 hover:text-gray-500">
-                    <svg class="h-6 w-6" fill="none" viewBox="0 0 24 24" stroke="currentColor">
-                        <path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M6 18L18 6M6 6l12 12" />
-                    </svg>
-                </button>
-            </div>
-            
-            <form id="customer-form" class="space-y-4">
-                <input type="hidden" id="customer-id">
-                
-                <div>
-                    <label class="block text-sm font-medium text-gray-700 mb-1">Company Name</label>
-                    <input type="text" id="customer-name" required 
-                        class="w-full px-4 py-2 border border-gray-300 rounded-md focus:ring-blue-500 focus:border-blue-500">
-                </div>
-                
-                <div class="space-y-3 pt-2">
-                    <label class="block text-sm font-medium text-gray-700">Billing Address</label>
-                    
-                    <input type="text" id="customer-line1" placeholder="Line 1 (Street / PO Box / Company)"
-                        class="w-full px-4 py-2 border border-gray-300 rounded-md focus:ring-blue-500 focus:border-blue-500">
-                    
-                    <input type="text" id="customer-line2" placeholder="Line 2"
-                        class="w-full px-4 py-2 border border-gray-300 rounded-md focus:ring-blue-500 focus:border-blue-500">
-                        
-                    <div class="grid grid-cols-2 gap-4">
-                        <input type="text" id="customer-line3" placeholder="Line 3"
-                            class="w-full px-4 py-2 border border-gray-300 rounded-md focus:ring-blue-500 focus:border-blue-500">
-                        
-                        <input type="text" id="customer-line4" placeholder="Line 4"
-                            class="w-full px-4 py-2 border border-gray-300 rounded-md focus:ring-blue-500 focus:border-blue-500">
-                    </div>
-                </div>
-                
-                <div class="grid grid-cols-3 gap-4 pt-2">
-                    <div class="col-span-2">
-                        <label class="block text-sm font-medium text-gray-700 mb-1">City</label>
-                        <input type="text" id="customer-city" 
-                            class="w-full px-4 py-2 border border-gray-300 rounded-md focus:ring-blue-500 focus:border-blue-500">
-                    </div>
-                    <div>
-                        <label class="block text-sm font-medium text-gray-700 mb-1">State</label>
-                        <input type="text" id="customer-state" maxlength="2" placeholder="TX"
-                            class="w-full px-4 py-2 border border-gray-300 rounded-md focus:ring-blue-500 focus:border-blue-500">
-                    </div>
-                </div>
-                
-                <div class="grid grid-cols-2 gap-4">
-                    <div>
-                        <label class="block text-sm font-medium text-gray-700 mb-1">Zip Code</label>
-                        <input type="text" id="customer-zip" 
-                            class="w-full px-4 py-2 border border-gray-300 rounded-md focus:ring-blue-500 focus:border-blue-500">
-                    </div>
-                    <div>
-                        <label class="block text-sm font-medium text-gray-700 mb-1">Account Number</label>
-                        <input type="text" id="customer-account" 
-                            class="w-full px-4 py-2 border border-gray-300 rounded-md focus:ring-blue-500 focus:border-blue-500">
-                    </div>
-                </div>
-
-                <div class="grid grid-cols-2 gap-4">
-                    <div>
-                        <label class="block text-sm font-medium text-gray-700 mb-1">Email</label>
-                        <input type="email" id="customer-email" 
-                            class="w-full px-4 py-2 border border-gray-300 rounded-md focus:ring-blue-500 focus:border-blue-500">
-                    </div>
-                    <div>
-                        <label class="block text-sm font-medium text-gray-700 mb-1">Phone</label>
-                        <input type="tel" id="customer-phone" 
-                            class="w-full px-4 py-2 border border-gray-300 rounded-md focus:ring-blue-500 focus:border-blue-500">
-                    </div>
-                </div>
-
-                <div class="pt-2">
-                    <div class="flex items-center">
-                        <input type="checkbox" id="customer-taxable"
-                            class="h-4 w-4 text-blue-600 focus:ring-blue-500 border-gray-300 rounded">
-                        <label for="customer-taxable" class="ml-2 block text-sm text-gray-900">Taxable</label>
-                    </div>
-                </div>                
-
-                <div class="flex justify-end space-x-3 pt-4">
-                    <button type="button" onclick="closeCustomerModal()" 
-                            class="px-6 py-2 bg-gray-200 text-gray-700 rounded-md hover:bg-gray-300">
-                        Cancel
-                    </button>
-                    <button type="submit" 
-                            class="px-6 py-2 bg-blue-600 text-white rounded-md hover:bg-blue-700">
-                        Save Customer
-                    </button>
-                </div>
-            </form>
-        </div>
-    </div>
-
     <!-- Quote Modal -->
     <div id="quote-modal" class="modal fixed inset-0 bg-gray-600 bg-opacity-50 overflow-y-auto h-full w-full items-center justify-center z-50">
         <div class="relative mx-auto p-8 border w-full max-w-6xl shadow-lg rounded-lg bg-white my-8">
@@ -419,13 +315,9 @@
                 
                 <div class="flex justify-end space-x-3 pt-4">
                     <button type="button" onclick="closeQuoteModal()" 
-                            class="px-6 py-2 bg-gray-200 text-gray-700 rounded-md hover:bg-gray-300">
-                        Cancel
-                    </button>
+                            class="px-6 py-2 bg-gray-200 text-gray-700 rounded-md hover:bg-gray-300">Cancel</button>
                     <button type="submit" 
-                            class="px-6 py-2 bg-blue-600 text-white rounded-md hover:bg-blue-700">
-                        Save Quote
-                    </button>
+                            class="px-6 py-2 bg-blue-600 text-white rounded-md hover:bg-blue-700">Save Quote</button>
                 </div>
             </form>
         </div>
@@ -444,12 +336,13 @@
             </div>
             
             <form id="invoice-form" class="space-y-6">
-                <div class="grid grid-cols-5 gap-4">
+                <div class="grid grid-cols-6 gap-4">
                     <div>
                         <label class="block text-sm font-medium text-gray-700 mb-1">Invoice #</label>
-                        <input type="text" id="invoice-number" required pattern="[0-9]+" 
-                               class="w-full px-4 py-2 border border-gray-300 rounded-md focus:ring-blue-500 focus:border-blue-500"
-                               title="Must be a numeric value">
+                        <input type="text" id="invoice-number" pattern="[0-9]*" 
+                               placeholder="Auto (QBO)"
+                               class="w-full px-4 py-2 border border-gray-300 rounded-md focus:ring-blue-500 focus:border-blue-500 bg-gray-50"
+                               title="Optional — wird beim QBO Export automatisch vergeben">
                     </div>
                     <div x-data="customerSearch('invoice')" class="relative">
                         <label class="block text-sm font-medium text-gray-700 mb-1">Customer</label>
@@ -487,21 +380,46 @@
                             </div>
                         </div>
                     </div>
+                    <div>
+                        <label class="block text-sm font-medium text-gray-700 mb-1">Bill To Name (optional)</label>
+                        <input type="text" id="invoice-bill-to-name" placeholder="Default: Company name"
+                            class="w-full px-4 py-2 border border-gray-300 rounded-md">
+                    </div>
                     <div>
                         <label class="block text-sm font-medium text-gray-700 mb-1">Date</label>
                         <input type="date" id="invoice-date" required 
                                class="w-full px-4 py-2 border border-gray-300 rounded-md focus:ring-blue-500 focus:border-blue-500">
                     </div>
+                    <div>
+                        <label class="block text-sm font-medium text-gray-700 mb-1">Send Date</label>
+                        <input type="date" id="invoice-send-date" 
+                               class="w-full px-4 py-2 border border-gray-300 rounded-md focus:ring-blue-500 focus:border-blue-500"
+                               title="Wann soll die Rechnung versendet werden?">
+                    </div>
                     <div>
                         <label class="block text-sm font-medium text-gray-700 mb-1">Terms</label>
                         <input type="text" id="invoice-terms" value="Net 30" required 
                                class="w-full px-4 py-2 border border-gray-300 rounded-md focus:ring-blue-500 focus:border-blue-500">
                     </div>
-                    <div class="flex items-center pt-6">
+                    <div class="flex items-center gap-6 pt-6 w-max">
+                        <div class="flex items-center">
                             <input type="checkbox" id="invoice-tax-exempt" 
                                 class="h-4 w-4 text-blue-600 focus:ring-blue-500 border-gray-300 rounded">
                             <label for="invoice-tax-exempt" class="ml-2 block text-sm text-gray-900">Tax Exempt</label>
                         </div>
+                        <div class="flex items-center gap-2">
+                            <input type="checkbox" id="invoice-recurring"
+                                class="h-4 w-4 text-blue-600 focus:ring-blue-500 border-gray-300 rounded">
+                            <label for="invoice-recurring" class="text-sm text-gray-900">Recurring</label>
+                            <div id="invoice-recurring-group" style="display: none;">
+                                <select id="invoice-recurring-interval"
+                                        class="px-2 py-1 border border-gray-300 rounded-md text-sm bg-white">
+                                    <option value="monthly">Monthly</option>
+                                    <option value="yearly">Yearly</option>
+                                </select>
+                            </div>
+                        </div>
+                    </div>
                 </div>
                 
                 <div>
@@ -541,19 +459,15 @@
                 
                 <div class="flex justify-end space-x-3 pt-4">
                     <button type="button" onclick="closeInvoiceModal()" 
-                            class="px-6 py-2 bg-gray-200 text-gray-700 rounded-md hover:bg-gray-300">
-                        Cancel
-                    </button>
+                            class="px-6 py-2 bg-gray-200 text-gray-700 rounded-md hover:bg-gray-300">Cancel</button>
                     <button type="submit" 
-                            class="px-6 py-2 bg-blue-600 text-white rounded-md hover:bg-blue-700">
-                        Save Invoice
-                    </button>
+                            class="px-6 py-2 bg-blue-600 text-white rounded-md hover:bg-blue-700">Save Invoice</button>
                 </div>
             </form>
         </div>
     </div>
 
-    <script src="app.js"></script>
-    <script type="module" src="invoice-view-init.js"></script>
+    <!-- Single module entry point — all JS loaded from here -->
+    <script type="module" src="js/app.js"></script>
 </body>
 </html>

public/invoice-view-init.js

@@ -1,25 +0,0 @@
-// invoice-view-init.js — Bootstrap-Script (type="module")
-// Wird in index.html als <script type="module"> geladen.
-// Importiert das Invoice-View Modul und verbindet es mit der bestehenden App.
-
-import { loadInvoices, renderInvoiceView, injectToolbar } from './invoice-view.js';
-
-// Warte bis DOM fertig ist
-if (document.readyState === 'loading') {
-    document.addEventListener('DOMContentLoaded', init);
-} else {
-    init();
-}
-
-function init() {
-    // Toolbar injizieren
-    injectToolbar();
-    
-    // Globale Funktionen für app.js verfügbar machen
-    // (app.js ruft loadInvoices() auf wenn der Tab gewechselt wird)
-    window.loadInvoices = loadInvoices;
-    window.renderInvoices = renderInvoiceView;
-    
-    // Initiales Laden
-    loadInvoices();
-}

public/invoice-view.js

@@ -1,503 +0,0 @@
-// invoice-view.js — ES Module für die Invoice View
-// Features: Status Filter (all/unpaid/paid/overdue), Customer Filter,
-// Group by (none/week/month), Sortierung neueste zuerst, Mark Paid/Unpaid
-
-// ============================================================
-// State
-// ============================================================
-let invoices = [];
-let filterCustomer = '';
-let filterStatus = 'unpaid';  // 'all' | 'unpaid' | 'paid' | 'overdue'
-let groupBy = 'none';         // 'none' | 'week' | 'month'
-
-const OVERDUE_DAYS = 30;
-
-// ============================================================
-// Helpers
-// ============================================================
-
-function formatDate(date) {
-    const d = new Date(date);
-    const month = String(d.getMonth() + 1).padStart(2, '0');
-    const day = String(d.getDate()).padStart(2, '0');
-    const year = d.getFullYear();
-    return `${month}/${day}/${year}`;
-}
-
-function daysSince(date) {
-    const d = new Date(date);
-    const now = new Date();
-    return Math.floor((now - d) / 86400000);
-}
-
-function getWeekNumber(date) {
-    const d = new Date(date);
-    d.setHours(0, 0, 0, 0);
-    d.setDate(d.getDate() + 3 - ((d.getDay() + 6) % 7));
-    const week1 = new Date(d.getFullYear(), 0, 4);
-    return {
-        year: d.getFullYear(),
-        week: 1 + Math.round(((d - week1) / 86400000 - 3 + ((week1.getDay() + 6) % 7)) / 7)
-    };
-}
-
-function getWeekRange(year, weekNum) {
-    const jan4 = new Date(year, 0, 4);
-    const dayOfWeek = jan4.getDay() || 7;
-    const monday = new Date(jan4);
-    monday.setDate(jan4.getDate() - dayOfWeek + 1 + (weekNum - 1) * 7);
-    const sunday = new Date(monday);
-    sunday.setDate(monday.getDate() + 6);
-    return { start: formatDate(monday), end: formatDate(sunday) };
-}
-
-function getMonthName(monthIndex) {
-    return ['January','February','March','April','May','June',
-            'July','August','September','October','November','December'][monthIndex];
-}
-
-function isPaid(inv) {
-    return !!inv.paid_date;
-}
-
-function isOverdue(inv) {
-    return !isPaid(inv) && daysSince(inv.invoice_date) > OVERDUE_DAYS;
-}
-
-// ============================================================
-// Data Loading
-// ============================================================
-
-export async function loadInvoices() {
-    try {
-        const response = await fetch('/api/invoices');
-        invoices = await response.json();
-        renderInvoiceView();
-    } catch (error) {
-        console.error('Error loading invoices:', error);
-    }
-}
-
-export function getInvoicesData() {
-    return invoices;
-}
-
-// ============================================================
-// Filtering & Sorting & Grouping
-// ============================================================
-
-function getFilteredInvoices() {
-    let filtered = [...invoices];
-
-    // Status Filter
-    if (filterStatus === 'unpaid') {
-        filtered = filtered.filter(inv => !isPaid(inv));
-    } else if (filterStatus === 'paid') {
-        filtered = filtered.filter(inv => isPaid(inv));
-    } else if (filterStatus === 'overdue') {
-        filtered = filtered.filter(inv => isOverdue(inv));
-    }
-    // 'all' → kein Filter
-
-    // Customer Filter
-    if (filterCustomer.trim()) {
-        const search = filterCustomer.toLowerCase();
-        filtered = filtered.filter(inv =>
-            (inv.customer_name || '').toLowerCase().includes(search)
-        );
-    }
-
-    // Sortierung: neueste zuerst
-    filtered.sort((a, b) => new Date(b.invoice_date) - new Date(a.invoice_date));
-
-    return filtered;
-}
-
-function groupInvoices(filtered) {
-    if (groupBy === 'none') return null;
-
-    const groups = new Map();
-
-    filtered.forEach(inv => {
-        const d = new Date(inv.invoice_date);
-        let key, label;
-
-        if (groupBy === 'week') {
-            const wk = getWeekNumber(inv.invoice_date);
-            key = `${wk.year}-W${String(wk.week).padStart(2, '0')}`;
-            const range = getWeekRange(wk.year, wk.week);
-            label = `Week ${wk.week}, ${wk.year} (${range.start} – ${range.end})`;
-        } else if (groupBy === 'month') {
-            const month = d.getMonth();
-            const year = d.getFullYear();
-            key = `${year}-${String(month).padStart(2, '0')}`;
-            label = `${getMonthName(month)} ${year}`;
-        }
-
-        if (!groups.has(key)) {
-            groups.set(key, { label, invoices: [], total: 0 });
-        }
-        const group = groups.get(key);
-        group.invoices.push(inv);
-        group.total += parseFloat(inv.total) || 0;
-    });
-
-    // Innerhalb jeder Gruppe nochmal nach Datum sortieren (neueste zuerst)
-    for (const group of groups.values()) {
-        group.invoices.sort((a, b) => new Date(b.invoice_date) - new Date(a.invoice_date));
-    }
-
-    // Gruppen nach Key sortieren (neueste zuerst)
-    return new Map([...groups.entries()].sort((a, b) => b[0].localeCompare(a[0])));
-}
-
-// ============================================================
-// Rendering
-// ============================================================
-
-function renderInvoiceRow(invoice) {
-    const hasQbo = !!invoice.qbo_id;
-    const paid = isPaid(invoice);
-    const overdue = isOverdue(invoice);
-
-    // QBO Button
-    const qboButton = hasQbo
-        ? `<span class="text-gray-400 text-xs" title="Already in QBO (ID: ${invoice.qbo_id})">✓ QBO</span>`
-        : `<button onclick="window.invoiceView.exportToQBO(${invoice.id})" class="text-orange-600 hover:text-orange-900" title="Export to QuickBooks">QBO Export</button>`;
-
-    // Paid/Unpaid Toggle Button
-    const paidButton = paid
-        ? `<button onclick="window.invoiceView.markUnpaid(${invoice.id})" class="text-yellow-600 hover:text-yellow-800" title="Mark as unpaid">↩ Unpaid</button>`
-        : `<button onclick="window.invoiceView.markPaid(${invoice.id})" class="text-emerald-600 hover:text-emerald-800" title="Mark as paid">💰 Paid</button>`;
-
-    // Status Badge
-    let statusBadge = '';
-    if (paid) {
-        statusBadge = `<span class="inline-block px-2 py-0.5 text-xs font-semibold rounded-full bg-green-100 text-green-800" title="Paid ${formatDate(invoice.paid_date)}">Paid</span>`;
-    } else if (overdue) {
-        statusBadge = `<span class="inline-block px-2 py-0.5 text-xs font-semibold rounded-full bg-red-100 text-red-800" title="${daysSince(invoice.invoice_date)} days old">Overdue</span>`;
-    }
-
-    // Row styling
-    const rowClass = paid ? 'bg-green-50/50' : overdue ? 'bg-red-50/50' : '';
-
-    return `
-        <tr class="${rowClass}">
-            <td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">
-                ${invoice.invoice_number} ${statusBadge}
-            </td>
-            <td class="px-6 py-4 text-sm text-gray-500">${invoice.customer_name || 'N/A'}</td>
-            <td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">${formatDate(invoice.invoice_date)}</td>
-            <td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">${invoice.terms}</td>
-            <td class="px-6 py-4 whitespace-nowrap text-sm text-gray-900 font-semibold">$${parseFloat(invoice.total).toFixed(2)}</td>
-            <td class="px-6 py-4 whitespace-nowrap text-sm font-medium space-x-2">
-                <button onclick="window.invoiceView.viewPDF(${invoice.id})" class="text-green-600 hover:text-green-900">PDF</button>
-                <button onclick="window.invoiceView.viewHTML(${invoice.id})" class="text-teal-600 hover:text-teal-900">HTML</button>
-                ${qboButton}
-                ${paidButton}
-                <button onclick="window.invoiceView.edit(${invoice.id})" class="text-blue-600 hover:text-blue-900">Edit</button>
-                <button onclick="window.invoiceView.remove(${invoice.id})" class="text-red-600 hover:text-red-900">Delete</button>
-            </td>
-        </tr>
-    `;
-}
-
-function renderGroupHeader(label) {
-    return `
-        <tr class="bg-blue-50">
-            <td colspan="6" class="px-6 py-3 text-sm font-bold text-blue-800">
-                📅 ${label}
-            </td>
-        </tr>
-    `;
-}
-
-function renderGroupFooter(total, count) {
-    return `
-        <tr class="bg-gray-50 border-t-2 border-gray-300">
-            <td colspan="4" class="px-6 py-3 text-sm font-bold text-gray-700 text-right">Group Total (${count} invoices):</td>
-            <td class="px-6 py-3 text-sm font-bold text-gray-900">$${total.toFixed(2)}</td>
-            <td></td>
-        </tr>
-    `;
-}
-
-export function renderInvoiceView() {
-    const tbody = document.getElementById('invoices-list');
-    if (!tbody) return;
-
-    const filtered = getFilteredInvoices();
-    const groups = groupInvoices(filtered);
-
-    let html = '';
-    let grandTotal = 0;
-
-    if (groups) {
-        for (const [key, group] of groups) {
-            html += renderGroupHeader(group.label);
-            group.invoices.forEach(inv => {
-                html += renderInvoiceRow(inv);
-            });
-            html += renderGroupFooter(group.total, group.invoices.length);
-            grandTotal += group.total;
-        }
-
-        if (groups.size > 1) {
-            html += `
-                <tr class="bg-blue-100 border-t-4 border-blue-400">
-                    <td colspan="4" class="px-6 py-4 text-base font-bold text-blue-900 text-right">Grand Total (${filtered.length} invoices):</td>
-                    <td class="px-6 py-4 text-base font-bold text-blue-900">$${grandTotal.toFixed(2)}</td>
-                    <td></td>
-                </tr>
-            `;
-        }
-    } else {
-        filtered.forEach(inv => {
-            html += renderInvoiceRow(inv);
-            grandTotal += parseFloat(inv.total) || 0;
-        });
-
-        if (filtered.length > 0) {
-            html += `
-                <tr class="bg-gray-100 border-t-2 border-gray-300">
-                    <td colspan="4" class="px-6 py-3 text-sm font-bold text-gray-700 text-right">Total (${filtered.length} invoices):</td>
-                    <td class="px-6 py-3 text-sm font-bold text-gray-900">$${grandTotal.toFixed(2)}</td>
-                    <td></td>
-                </tr>
-            `;
-        }
-    }
-
-    if (filtered.length === 0) {
-        html = `<tr><td colspan="6" class="px-6 py-8 text-center text-gray-500">No invoices found.</td></tr>`;
-    }
-
-    tbody.innerHTML = html;
-
-    // Update count badge
-    const countEl = document.getElementById('invoice-count');
-    if (countEl) countEl.textContent = filtered.length;
-
-    // Update status button active states
-    updateStatusButtons();
-}
-
-function updateStatusButtons() {
-    document.querySelectorAll('[data-status-filter]').forEach(btn => {
-        const status = btn.getAttribute('data-status-filter');
-        if (status === filterStatus) {
-            btn.classList.remove('bg-white', 'text-gray-600');
-            btn.classList.add('bg-blue-600', 'text-white');
-        } else {
-            btn.classList.remove('bg-blue-600', 'text-white');
-            btn.classList.add('bg-white', 'text-gray-600');
-        }
-    });
-
-    // Update overdue count badge
-    const overdueCount = invoices.filter(inv => isOverdue(inv)).length;
-    const overdueBadge = document.getElementById('overdue-badge');
-    if (overdueBadge) {
-        if (overdueCount > 0) {
-            overdueBadge.textContent = overdueCount;
-            overdueBadge.classList.remove('hidden');
-        } else {
-            overdueBadge.classList.add('hidden');
-        }
-    }
-
-    // Update unpaid count
-    const unpaidCount = invoices.filter(inv => !isPaid(inv)).length;
-    const unpaidBadge = document.getElementById('unpaid-badge');
-    if (unpaidBadge) {
-        unpaidBadge.textContent = unpaidCount;
-    }
-}
-
-// ============================================================
-// Toolbar HTML
-// ============================================================
-
-export function injectToolbar() {
-    const container = document.getElementById('invoice-toolbar');
-    if (!container) return;
-
-    container.innerHTML = `
-        <div class="flex flex-wrap items-center gap-3 mb-4 p-4 bg-white rounded-lg shadow-sm border border-gray-200">
-            <!-- Status Filter Buttons -->
-            <div class="flex items-center gap-1 border border-gray-300 rounded-lg p-1 bg-gray-100">
-                <button data-status-filter="all"
-                        onclick="window.invoiceView.setStatus('all')"
-                        class="px-3 py-1.5 text-xs font-medium rounded-md transition-colors bg-white text-gray-600">
-                    All
-                </button>
-                <button data-status-filter="unpaid"
-                        onclick="window.invoiceView.setStatus('unpaid')"
-                        class="px-3 py-1.5 text-xs font-medium rounded-md transition-colors bg-blue-600 text-white">
-                    Unpaid <span id="unpaid-badge" class="ml-1 text-xs opacity-80"></span>
-                </button>
-                <button data-status-filter="paid"
-                        onclick="window.invoiceView.setStatus('paid')"
-                        class="px-3 py-1.5 text-xs font-medium rounded-md transition-colors bg-white text-gray-600">
-                    Paid
-                </button>
-                <button data-status-filter="overdue"
-                        onclick="window.invoiceView.setStatus('overdue')"
-                        class="relative px-3 py-1.5 text-xs font-medium rounded-md transition-colors bg-white text-gray-600">
-                    Overdue
-                    <span id="overdue-badge" class="hidden absolute -top-1.5 -right-1.5 bg-red-500 text-white text-xs rounded-full w-4 h-4 flex items-center justify-center">0</span>
-                </button>
-            </div>
-
-            <div class="w-px h-8 bg-gray-300"></div>
-
-            <!-- Customer Filter -->
-            <div class="flex items-center gap-2">
-                <label class="text-sm font-medium text-gray-700">Customer:</label>
-                <input type="text" id="invoice-filter-customer" placeholder="Filter by name..."
-                       class="px-3 py-1.5 border border-gray-300 rounded-md text-sm w-48 focus:ring-blue-500 focus:border-blue-500">
-            </div>
-
-            <div class="w-px h-8 bg-gray-300"></div>
-
-            <!-- Group By -->
-            <div class="flex items-center gap-2">
-                <label class="text-sm font-medium text-gray-700">Group:</label>
-                <select id="invoice-group-by" class="px-3 py-1.5 border border-gray-300 rounded-md text-sm bg-white focus:ring-blue-500 focus:border-blue-500">
-                    <option value="none">None</option>
-                    <option value="week">Week</option>
-                    <option value="month">Month</option>
-                </select>
-            </div>
-
-            <!-- Invoice Count -->
-            <div class="ml-auto text-sm text-gray-500">
-                <span id="invoice-count" class="font-semibold text-gray-700">0</span> invoices
-            </div>
-        </div>
-    `;
-
-    // Event Listeners
-    document.getElementById('invoice-filter-customer').addEventListener('input', (e) => {
-        filterCustomer = e.target.value;
-        renderInvoiceView();
-    });
-
-    document.getElementById('invoice-group-by').addEventListener('change', (e) => {
-        groupBy = e.target.value;
-        renderInvoiceView();
-    });
-}
-
-// ============================================================
-// Actions
-// ============================================================
-
-export function setStatus(status) {
-    filterStatus = status;
-    renderInvoiceView();
-}
-
-export function viewPDF(id) {
-    window.open(`/api/invoices/${id}/pdf`, '_blank');
-}
-
-export function viewHTML(id) {
-    window.open(`/api/invoices/${id}/html`, '_blank');
-}
-
-export async function exportToQBO(id) {
-    if (!confirm('Rechnung wirklich an QuickBooks Online senden?')) return;
-
-    const btn = event.target;
-    const originalText = btn.textContent;
-    btn.textContent = "⏳...";
-    btn.disabled = true;
-
-    try {
-        const response = await fetch(`/api/invoices/${id}/export`, { method: 'POST' });
-        const result = await response.json();
-
-        if (response.ok) {
-            alert(`✅ Erfolg! QBO ID: ${result.qbo_id}, Rechnungsnr: ${result.qbo_doc_number}`);
-            loadInvoices();
-        } else {
-            alert(`❌ Fehler: ${result.error}`);
-        }
-    } catch (error) {
-        console.error(error);
-        alert('Netzwerkfehler beim Export.');
-    } finally {
-        btn.textContent = originalText;
-        btn.disabled = false;
-    }
-}
-
-export async function markPaid(id) {
-    try {
-        const response = await fetch(`/api/invoices/${id}/mark-paid`, {
-            method: 'PATCH',
-            headers: { 'Content-Type': 'application/json' },
-            body: JSON.stringify({ paid_date: new Date().toISOString().split('T')[0] })
-        });
-        if (response.ok) {
-            loadInvoices();
-        } else {
-            const err = await response.json();
-            alert('Error: ' + (err.error || 'Unknown'));
-        }
-    } catch (error) {
-        console.error('Error marking paid:', error);
-    }
-}
-
-export async function markUnpaid(id) {
-    try {
-        const response = await fetch(`/api/invoices/${id}/mark-unpaid`, { method: 'PATCH' });
-        if (response.ok) {
-            loadInvoices();
-        } else {
-            const err = await response.json();
-            alert('Error: ' + (err.error || 'Unknown'));
-        }
-    } catch (error) {
-        console.error('Error marking unpaid:', error);
-    }
-}
-
-export async function edit(id) {
-    if (typeof window.openInvoiceModal === 'function') {
-        await window.openInvoiceModal(id);
-    }
-}
-
-export async function remove(id) {
-    if (!confirm('Are you sure you want to delete this invoice?')) return;
-    try {
-        const response = await fetch(`/api/invoices/${id}`, { method: 'DELETE' });
-        if (response.ok) {
-            loadInvoices();
-        } else {
-            alert('Error deleting invoice');
-        }
-    } catch (error) {
-        console.error('Error:', error);
-    }
-}
-
-// ============================================================
-// Expose to window
-// ============================================================
-
-window.invoiceView = {
-    viewPDF,
-    viewHTML,
-    exportToQBO,
-    markPaid,
-    markUnpaid,
-    edit,
-    remove,
-    loadInvoices,
-    renderInvoiceView,
-    setStatus
-};

public/js/app.js

@@ -0,0 +1,86 @@
+/**
+ * app.js — Application Bootstrap
+ * 
+ * This is the main entry point. All business logic has been moved to modules:
+ *   - js/views/quote-view.js        → Quote list
+ *   - js/views/invoice-view.js      → Invoice list (existing)
+ *   - js/views/settings-view.js     → Logo, QBO import/test
+ *   - js/modals/quote-modal.js      → Quote create/edit
+ *   - js/modals/invoice-modal.js    → Invoice create/edit
+ *   - js/modals/payment-modal.js    → Payment recording (existing)
+ *   - js/components/customer-search.js → Alpine dropdown
+ *   - js/utils/item-editor.js       → Shared accordion item editor
+ *   - js/utils/helpers.js           → formatDate, spinner
+ *   - js/utils/api.js               → API wrapper (existing)
+ */
+
+// --- Imports ---
+import { loadQuotes } from './views/quote-view.js';
+import { loadInvoices, injectToolbar as injectInvoiceToolbar, renderInvoiceView } from './views/invoice-view.js';
+import { loadCustomers, renderCustomerView, injectToolbar as injectCustomerToolbar } from './views/customer-view.js';
+import { checkCurrentLogo, initSettingsView } from './views/settings-view.js';
+import { initQuoteModal } from './modals/quote-modal.js';
+import { initInvoiceModal, loadLaborRate } from './modals/invoice-modal.js';
+import './modals/payment-modal.js';
+import './modals/email-modal.js';
+import { setDefaultDate } from './utils/helpers.js';
+
+// ============================================================
+// Tab Management
+// ============================================================
+
+function showTab(tabName) {
+    document.querySelectorAll('.tab-content').forEach(tab => tab.classList.add('hidden'));
+    document.querySelectorAll('.tab-btn').forEach(btn => btn.classList.remove('bg-blue-800'));
+
+    document.getElementById(`${tabName}-tab`).classList.remove('hidden');
+    document.getElementById(`tab-${tabName}`).classList.add('bg-blue-800');
+
+    localStorage.setItem('activeTab', tabName);
+
+    if (tabName === 'quotes') {
+        loadQuotes();
+    } else if (tabName === 'invoices') {
+        injectInvoiceToolbar();
+        loadInvoices();
+    } else if (tabName === 'customers') {
+        injectCustomerToolbar();
+        renderCustomerView();
+    } else if (tabName === 'settings') {
+        checkCurrentLogo();
+    }
+}
+
+// ============================================================
+// Init
+// ============================================================
+
+document.addEventListener('DOMContentLoaded', () => {
+    // Load shared data
+    loadCustomers();
+    loadLaborRate();
+    setDefaultDate();
+
+    // Init modals (wire up form handlers)
+    initQuoteModal();
+    initInvoiceModal();
+    initSettingsView();
+
+    // Restore saved tab (or default to quotes)
+    const savedTab = localStorage.getItem('activeTab') || 'quotes';
+    showTab(savedTab);
+
+    // Hash-based navigation (e.g. after OAuth redirect /#settings)
+    if (window.location.hash) {
+        const hashTab = window.location.hash.replace('#', '');
+        if (['quotes', 'invoices', 'customers', 'settings'].includes(hashTab)) {
+            showTab(hashTab);
+        }
+    }
+});
+
+// ============================================================
+// Expose to HTML onclick handlers
+// ============================================================
+
+window.showTab = showTab;

public/js/components/customer-search.js

@@ -0,0 +1,67 @@
+/**
+ * customer-search.js — Alpine.js Customer Search Component
+ * Used in Quote and Invoice modals for customer dropdown
+ */
+
+function customerSearch(type) {
+    return {
+        search: '',
+        selectedId: '',
+        selectedName: '',
+        open: false,
+        highlighted: 0,
+
+        get filteredCustomers() {
+            const allCustomers = window.getCustomers ? window.getCustomers() : (window.customers || []);
+
+            if (!this.search) {
+                return allCustomers;
+            }
+
+            const searchLower = this.search.toLowerCase();
+            return allCustomers.filter(c =>
+                (c.name || '').toLowerCase().includes(searchLower) ||
+                (c.line1 || '').toLowerCase().includes(searchLower) ||
+                (c.city || '').toLowerCase().includes(searchLower) ||
+                (c.account_number && c.account_number.includes(searchLower))
+            );
+        },
+
+        selectCustomer(customer) {
+            this.selectedId = customer.id;
+            this.selectedName = customer.name;
+            this.search = customer.name;
+            this.open = false;
+            this.highlighted = 0;
+        },
+
+        highlightNext() {
+            if (this.highlighted < this.filteredCustomers.length - 1) {
+                this.highlighted++;
+            }
+        },
+
+        highlightPrev() {
+            if (this.highlighted > 0) {
+                this.highlighted--;
+            }
+        },
+
+        selectHighlighted() {
+            if (this.filteredCustomers[this.highlighted]) {
+                this.selectCustomer(this.filteredCustomers[this.highlighted]);
+            }
+        },
+
+        reset() {
+            this.search = '';
+            this.selectedId = '';
+            this.selectedName = '';
+            this.open = false;
+            this.highlighted = 0;
+        }
+    };
+}
+
+// Make globally available for Alpine x-data
+window.customerSearch = customerSearch;

public/js/modals/email-modal.js

@@ -0,0 +1,296 @@
+// email-modal.js — ES Module
+// Modal to review and send invoice emails via AWS SES
+// With Stripe Payment Link integration
+
+import { showSpinner, hideSpinner } from '../utils/helpers.js';
+
+let currentInvoice = null;
+let quillInstance = null;
+
+// ============================================================
+// DOM & Render
+// ============================================================
+
+function ensureModalElement() {
+    let modal = document.getElementById('email-modal');
+    if (!modal) {
+        modal = document.createElement('div');
+        modal.id = 'email-modal';
+        modal.className = 'modal fixed inset-0 bg-black bg-opacity-50 z-50 justify-center items-start pt-10 overflow-y-auto hidden';
+        document.body.appendChild(modal);
+    }
+}
+
+function renderModalContent() {
+    const modal = document.getElementById('email-modal');
+    if (!modal) return;
+
+    const defaultEmail = currentInvoice.email || '';
+    const existingStripeUrl = currentInvoice.stripe_payment_link_url || '';
+    const stripeStatus = currentInvoice.stripe_payment_status || '';
+
+    // Status indicator for existing link
+    let stripeBadgeHtml = '';
+    if (existingStripeUrl && stripeStatus === 'paid') {
+        stripeBadgeHtml = '<span class="ml-2 inline-block px-2 py-0.5 text-xs font-semibold rounded-full bg-green-100 text-green-800">Paid</span>';
+    } else if (existingStripeUrl && stripeStatus === 'processing') {
+        stripeBadgeHtml = '<span class="ml-2 inline-block px-2 py-0.5 text-xs font-semibold rounded-full bg-yellow-100 text-yellow-800">Processing</span>';
+    } else if (existingStripeUrl) {
+        stripeBadgeHtml = '<span class="ml-2 inline-block px-2 py-0.5 text-xs font-semibold rounded-full bg-purple-100 text-purple-800">Active</span>';
+    }
+
+    modal.innerHTML = `
+        <div class="bg-white rounded-lg shadow-2xl w-full max-w-3xl mx-auto p-8">
+            <div class="flex justify-between items-center mb-6">
+                <h2 class="text-2xl font-bold text-gray-800">📤 Send Invoice #${currentInvoice.invoice_number || currentInvoice.id}</h2>
+                <button onclick="window.emailModal.close()" class="text-gray-400 hover:text-gray-600">
+                    <svg class="w-6 h-6" fill="none" stroke="currentColor" viewBox="0 0 24 24">
+                        <path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M6 18L18 6M6 6l12 12" />
+                    </svg>
+                </button>
+            </div>
+
+            <form id="email-send-form" class="space-y-5">
+                <div class="grid grid-cols-2 gap-4">
+                    <div>
+                        <label class="block text-sm font-medium text-gray-700 mb-1">Recipient Email *</label>
+                        <input type="email" id="email-recipient" value="${defaultEmail}" required
+                               class="w-full px-3 py-2 border border-gray-300 rounded-md focus:ring-blue-500 focus:border-blue-500">
+                        <p class="text-xs text-gray-400 mt-1">You can override this for testing.</p>
+                    </div>
+                    <div>
+                        <label class="block text-sm font-medium text-gray-700 mb-1">
+                            Stripe Payment Link${stripeBadgeHtml}
+                        </label>
+                        <div class="flex gap-2">
+                            <input type="url" id="email-stripe-link" value="${existingStripeUrl}" readonly
+                                   placeholder="Click Generate to create link..."
+                                   class="flex-1 px-3 py-2 border border-gray-300 rounded-md bg-gray-50 text-sm text-gray-600 focus:ring-purple-500 focus:border-purple-500">
+                            <button type="button" id="stripe-generate-btn" onclick="window.emailModal.generateStripeLink()"
+                                    class="px-4 py-2 bg-purple-600 text-white rounded-md hover:bg-purple-700 text-sm font-semibold whitespace-nowrap">
+                                ${existingStripeUrl ? '♻️ Regenerate' : '💳 Generate'}
+                            </button>
+                        </div>
+                        <p class="text-xs text-gray-400 mt-1" id="stripe-link-info">
+                            ${existingStripeUrl 
+                                ? 'Link exists. Regenerate will create a new link for the current balance.' 
+                                : 'Generates a Stripe Payment Link for Card and ACH payments.'}
+                        </p>
+                    </div>
+                </div>
+
+                <div>
+                    <label class="block text-sm font-medium text-gray-700 mb-1">Message Body</label>
+                    <div id="email-message-editor" class="border border-gray-300 rounded-md bg-white h-48 overflow-y-auto"></div>
+                </div>
+
+                <div class="bg-blue-50 border border-blue-200 p-4 rounded-md flex items-center gap-3">
+                    <span class="text-2xl">📎</span>
+                    <div class="text-sm text-blue-800">
+                        <strong>Invoice_${currentInvoice.invoice_number || currentInvoice.id}.pdf</strong> will be generated and attached automatically.
+                    </div>
+                </div>
+
+                <div class="flex justify-end space-x-3 pt-4">
+                    <button type="button" onclick="window.emailModal.close()"
+                            class="px-6 py-2 bg-gray-200 text-gray-700 rounded-md hover:bg-gray-300">Cancel</button>
+                    <button type="submit" id="email-submit-btn"
+                            class="px-6 py-2 bg-blue-600 text-white rounded-md hover:bg-blue-700 font-semibold">
+                        Send via AWS SES
+                    </button>
+                </div>
+            </form>
+        </div>`;
+
+    // Initialize Quill
+    const editorDiv = document.getElementById('email-message-editor');
+    quillInstance = new Quill(editorDiv, {
+        theme: 'snow',
+        modules: {
+            toolbar: [
+                ['bold', 'italic', 'underline'], 
+                [{ 'list': 'ordered'}, { 'list': 'bullet' }], 
+                ['clean']
+            ]
+        }
+    });
+
+    // Variablen für den Text aufbereiten
+    const invoiceNum = currentInvoice.invoice_number || currentInvoice.id;
+    const totalDue = parseFloat(currentInvoice.balance ?? currentInvoice.total).toFixed(2);
+    
+    // Datum formatieren
+    let dueDateStr = 'Upon Receipt';
+    if (currentInvoice.due_date) {
+        const d = new Date(currentInvoice.due_date);
+        dueDateStr = d.toLocaleDateString('en-US', { timeZone: 'UTC' }); 
+    }
+    
+    // Dynamischer Text für die Fälligkeit
+    let paymentText = '';
+    if (currentInvoice.terms && currentInvoice.terms.toLowerCase().includes('receipt')) {
+        paymentText = 'Our terms are Net 30.';
+    } else if (dueDateStr !== 'Upon Receipt') {
+        paymentText = `payable by <strong>${dueDateStr}</strong>.`;
+    } else {
+        paymentText = 'Our terms are Net 30.';
+    }
+    
+    const defaultHtml = `
+        <p>Good afternoon,</p>
+        <p>Attached is invoice <strong>#${invoiceNum}</strong> for service performed at your location. The total amount due is <strong>$${totalDue}</strong>. ${paymentText}</p>
+        <p>Please pay at your earliest convenience. We appreciate your continued business.</p>
+        <p>If you have any questions about the invoice, feel free to reply to this email.</p>
+        <p>Best regards,</p>
+        <p><strong>Claudia Knuth</strong></p>
+        <p>Bay Area Affiliates, Inc.</p>
+        <p>accounting@bayarea-cc.com</p>
+    `;
+    quillInstance.root.innerHTML = defaultHtml;
+
+    // Bind Submit Handler
+    document.getElementById('email-send-form').addEventListener('submit', submitEmail);
+}
+
+// ============================================================
+// Stripe Payment Link Generation
+// ============================================================
+
+async function generateStripeLink() {
+    const btn = document.getElementById('stripe-generate-btn');
+    const input = document.getElementById('email-stripe-link');
+    const info = document.getElementById('stripe-link-info');
+
+    const originalBtnText = btn.innerHTML;
+    btn.innerHTML = '⏳ Creating...';
+    btn.disabled = true;
+
+    try {
+        const response = await fetch(`/api/invoices/${currentInvoice.id}/create-payment-link`, {
+            method: 'POST',
+            headers: { 'Content-Type': 'application/json' }
+        });
+
+        const result = await response.json();
+
+        if (response.ok) {
+            input.value = result.paymentLinkUrl;
+            currentInvoice.stripe_payment_link_url = result.paymentLinkUrl;
+            currentInvoice.stripe_payment_link_id = result.paymentLinkId;
+            currentInvoice.stripe_payment_status = 'pending';
+
+            btn.innerHTML = '♻️ Regenerate';
+            info.innerHTML = `✅ Payment link created for <strong>$${result.amount.toFixed(2)}</strong>. Will be included in the email.`;
+            info.classList.remove('text-gray-400');
+            info.classList.add('text-green-600');
+        } else {
+            info.textContent = `❌ ${result.error}`;
+            info.classList.remove('text-gray-400');
+            info.classList.add('text-red-500');
+        }
+    } catch (e) {
+        console.error('Stripe link generation error:', e);
+        info.textContent = '❌ Network error creating payment link.';
+        info.classList.remove('text-gray-400');
+        info.classList.add('text-red-500');
+    } finally {
+        btn.disabled = false;
+        if (btn.innerHTML === '⏳ Creating...') {
+            btn.innerHTML = originalBtnText;
+        }
+    }
+}
+
+// ============================================================
+// Logic & API
+// ============================================================
+
+export async function openEmailModal(invoiceId) {
+    ensureModalElement();
+    
+    if (typeof showSpinner === 'function') showSpinner('Loading invoice data...');
+
+    try {
+        const res = await fetch(`/api/invoices/${invoiceId}`);
+        const data = await res.json();
+        
+        if (!data.invoice) throw new Error('Invoice not found');
+        currentInvoice = data.invoice;
+
+        renderModalContent();
+        
+        document.getElementById('email-modal').classList.remove('hidden');
+        document.getElementById('email-modal').classList.add('flex');
+
+    } catch (e) {
+        console.error('Error loading invoice for email:', e);
+        alert('Could not load invoice details.');
+    } finally {
+        if (typeof hideSpinner === 'function') hideSpinner();
+    }
+}
+
+export function closeEmailModal() {
+    const modal = document.getElementById('email-modal');
+    if (modal) {
+        modal.classList.add('hidden');
+        modal.classList.remove('flex');
+    }
+    currentInvoice = null;
+    quillInstance = null;
+}
+
+async function submitEmail(e) {
+    e.preventDefault();
+
+    const recipientEmail = document.getElementById('email-recipient').value.trim();
+    const customText = quillInstance.root.innerHTML;
+
+    if (!recipientEmail) {
+        alert('Please enter a recipient email.');
+        return;
+    }
+
+    const submitBtn = document.getElementById('email-submit-btn');
+    submitBtn.innerHTML = '⏳ Sending...';
+    submitBtn.disabled = true;
+
+    if (typeof showSpinner === 'function') showSpinner('Generating PDF and sending email...');
+
+    try {
+        const response = await fetch(`/api/invoices/${currentInvoice.id}/send-email`, {
+            method: 'POST',
+            headers: { 'Content-Type': 'application/json' },
+            body: JSON.stringify({
+                recipientEmail,
+                customText
+            })
+        });
+
+        const result = await response.json();
+
+        if (response.ok) {
+            alert('✅ Invoice sent successfully!');
+            closeEmailModal();
+            if (window.invoiceView) window.invoiceView.loadInvoices();
+        } else {
+            alert(`❌ Error: ${result.error}`);
+        }
+    } catch (e) {
+        console.error('Send email error:', e);
+        alert('Network error while sending email.');
+    } finally {
+        submitBtn.innerHTML = 'Send via AWS SES';
+        submitBtn.disabled = false;
+        if (typeof hideSpinner === 'function') hideSpinner();
+    }
+}
+
+// ============================================================
+// Expose
+// ============================================================
+window.emailModal = {
+    open: openEmailModal,
+    close: closeEmailModal,
+    generateStripeLink
+};

public/js/modals/invoice-modal.js

@@ -0,0 +1,233 @@
+/**
+ * invoice-modal.js — Invoice create/edit modal
+ * Uses shared item-editor for accordion items
+ * 
+ * Features:
+ * - Auto-sets tax-exempt based on customer's taxable flag
+ * - Recurring invoice support (monthly/yearly)
+ */
+import { addItem, getItems, resetItemCounter } from '../utils/item-editor.js';
+import { setDefaultDate, showSpinner, hideSpinner } from '../utils/helpers.js';
+
+let currentInvoiceId = null;
+let qboLaborRate = null;
+
+export async function loadLaborRate() {
+    try {
+        const response = await fetch('/api/qbo/labor-rate');
+        const data = await response.json();
+        if (data.rate) {
+            qboLaborRate = data.rate;
+            console.log(`💰 Labor Rate geladen: $${qboLaborRate}`);
+        }
+    } catch (e) {
+        console.log('Labor Rate konnte nicht geladen werden.');
+    }
+}
+
+export function getLaborRate() { return qboLaborRate; }
+
+/**
+ * Auto-set tax exempt based on customer's taxable flag
+ */
+function applyCustomerTaxStatus(customerId) {
+    const allCust = window.getCustomers ? window.getCustomers() : (window.customers || []);
+    const customer = allCust.find(c => c.id === parseInt(customerId));
+    if (customer) {
+        const cb = document.getElementById('invoice-tax-exempt');
+        if (cb) {
+            cb.checked = (customer.taxable === false);
+            updateInvoiceTotals();
+        }
+    }
+}
+
+export async function openInvoiceModal(invoiceId = null) {
+    currentInvoiceId = invoiceId;
+    if (invoiceId) {
+        await loadInvoiceForEdit(invoiceId);
+    } else {
+        prepareNewInvoice();
+    }
+    document.getElementById('invoice-modal').classList.add('active');
+}
+
+export function closeInvoiceModal() {
+    document.getElementById('invoice-modal').classList.remove('active');
+    currentInvoiceId = null;
+}
+
+async function loadInvoiceForEdit(invoiceId) {
+    document.getElementById('invoice-modal-title').textContent = 'Edit Invoice';
+    const response = await fetch(`/api/invoices/${invoiceId}`);
+    const data = await response.json();
+
+    // Set customer in Alpine component
+    const allCust = window.getCustomers ? window.getCustomers() : (window.customers || []);
+    const customer = allCust.find(c => c.id === data.invoice.customer_id);
+    if (customer) {
+        const customerInput = document.querySelector('#invoice-modal input[placeholder="Search customer..."]');
+        if (customerInput) {
+            customerInput.value = customer.name;
+            customerInput.dispatchEvent(new Event('input'));
+            const alpineData = Alpine.$data(customerInput.closest('[x-data]'));
+            if (alpineData) {
+                alpineData.search = customer.name;
+                alpineData.selectedId = customer.id;
+                alpineData.selectedName = customer.name;
+            }
+        }
+    }
+
+    document.getElementById('invoice-number').value = data.invoice.invoice_number || '';
+    document.getElementById('invoice-customer').value = data.invoice.customer_id;
+    document.getElementById('invoice-date').value = data.invoice.invoice_date.split('T')[0];
+    document.getElementById('invoice-terms').value = data.invoice.terms;
+    document.getElementById('invoice-authorization').value = data.invoice.auth_code || '';
+    document.getElementById('invoice-tax-exempt').checked = data.invoice.tax_exempt;
+    document.getElementById('invoice-bill-to-name').value = data.invoice.bill_to_name || '';
+
+    const sendDateEl = document.getElementById('invoice-send-date');
+    if (sendDateEl) {
+        sendDateEl.value = data.invoice.scheduled_send_date
+            ? data.invoice.scheduled_send_date.split('T')[0] : '';
+    }
+
+    // Recurring fields
+    const recurringCb = document.getElementById('invoice-recurring');
+    const recurringInterval = document.getElementById('invoice-recurring-interval');
+    const recurringGroup = document.getElementById('invoice-recurring-group');
+    if (recurringCb) {
+        recurringCb.checked = data.invoice.is_recurring || false;
+        if (recurringInterval) recurringInterval.value = data.invoice.recurring_interval || 'monthly';
+        if (recurringGroup) recurringGroup.style.display = data.invoice.is_recurring ? 'block' : 'none';
+    }
+
+    // Load items
+    document.getElementById('invoice-items').innerHTML = '';
+    resetItemCounter();
+    data.items.forEach(item => {
+        addItem('invoice-items', { item, type: 'invoice', laborRate: qboLaborRate, onUpdate: updateInvoiceTotals });
+    });
+    updateInvoiceTotals();
+}
+
+function prepareNewInvoice() {
+    document.getElementById('invoice-modal-title').textContent = 'New Invoice';
+    document.getElementById('invoice-form').reset();
+    document.getElementById('invoice-items').innerHTML = '';
+    document.getElementById('invoice-terms').value = 'Net 30';
+    document.getElementById('invoice-number').value = '';
+    document.getElementById('invoice-send-date').value = '';
+
+    // Reset recurring
+    const recurringCb = document.getElementById('invoice-recurring');
+    const recurringGroup = document.getElementById('invoice-recurring-group');
+    if (recurringCb) recurringCb.checked = false;
+    if (recurringGroup) recurringGroup.style.display = 'none';
+
+    resetItemCounter();
+    setDefaultDate();
+    addItem('invoice-items', { type: 'invoice', laborRate: qboLaborRate, onUpdate: updateInvoiceTotals });
+}
+
+export function addInvoiceItem(item = null) {
+    addItem('invoice-items', { item, type: 'invoice', laborRate: qboLaborRate, onUpdate: updateInvoiceTotals });
+}
+
+export function updateInvoiceTotals() {
+    const items = getItems('invoice-items');
+    const taxExempt = document.getElementById('invoice-tax-exempt').checked;
+    let subtotal = 0;
+    items.forEach(item => {
+        const amount = parseFloat(item.amount.replace(/[$,]/g, '')) || 0;
+        subtotal += amount;
+    });
+    const taxAmount = taxExempt ? 0 : (subtotal * 8.25 / 100);
+    const total = subtotal + taxAmount;
+    document.getElementById('invoice-subtotal').textContent = `$${subtotal.toFixed(2)}`;
+    document.getElementById('invoice-tax').textContent = taxExempt ? '$0.00' : `$${taxAmount.toFixed(2)}`;
+    document.getElementById('invoice-total').textContent = `$${total.toFixed(2)}`;
+    document.getElementById('invoice-tax-row').style.display = taxExempt ? 'none' : 'block';
+}
+
+export async function handleInvoiceSubmit(e) {
+    e.preventDefault();
+    const isRecurring = document.getElementById('invoice-recurring')?.checked || false;
+    const recurringInterval = isRecurring
+        ? (document.getElementById('invoice-recurring-interval')?.value || 'monthly') : null;
+
+    const data = {
+        invoice_number: document.getElementById('invoice-number').value || null,
+        customer_id: document.getElementById('invoice-customer').value,
+        invoice_date: document.getElementById('invoice-date').value,
+        terms: document.getElementById('invoice-terms').value,
+        auth_code: document.getElementById('invoice-authorization').value,
+        tax_exempt: document.getElementById('invoice-tax-exempt').checked,
+        scheduled_send_date: document.getElementById('invoice-send-date')?.value || null,
+        bill_to_name: document.getElementById('invoice-bill-to-name')?.value || null,
+        is_recurring: isRecurring,
+        recurring_interval: recurringInterval,
+        items: getItems('invoice-items')
+    };
+
+    if (!data.customer_id) { alert('Please select a customer.'); return; }
+    if (!data.items || data.items.length === 0) { alert('Please add at least one item.'); return; }
+
+    const invoiceId = currentInvoiceId;
+    const url = invoiceId ? `/api/invoices/${invoiceId}` : '/api/invoices';
+    const method = invoiceId ? 'PUT' : 'POST';
+    showSpinner(invoiceId ? 'Saving invoice & syncing QBO...' : 'Creating invoice & exporting to QBO...');
+
+    try {
+        const response = await fetch(url, { method, headers: { 'Content-Type': 'application/json' }, body: JSON.stringify(data) });
+        const result = await response.json();
+        if (response.ok) {
+            closeInvoiceModal();
+            if (result.qbo_doc_number) console.log(`✅ Invoice saved & exported to QBO: #${result.qbo_doc_number}`);
+            else if (result.qbo_synced) console.log('✅ Invoice saved & synced to QBO');
+            else console.log('✅ Invoice saved locally (QBO sync pending)');
+            if (window.invoiceView) window.invoiceView.loadInvoices();
+        } else {
+            alert(`Error: ${result.error}`);
+        }
+    } catch (error) {
+        console.error('Error:', error);
+        alert('Error saving invoice');
+    } finally {
+        hideSpinner();
+    }
+}
+
+export function initInvoiceModal() {
+    const form = document.getElementById('invoice-form');
+    if (form) form.addEventListener('submit', handleInvoiceSubmit);
+
+    const taxExempt = document.getElementById('invoice-tax-exempt');
+    if (taxExempt) taxExempt.addEventListener('change', updateInvoiceTotals);
+
+    // Recurring toggle
+    const recurringCb = document.getElementById('invoice-recurring');
+    const recurringGroup = document.getElementById('invoice-recurring-group');
+    if (recurringCb && recurringGroup) {
+        recurringCb.addEventListener('change', () => {
+            recurringGroup.style.display = recurringCb.checked ? 'block' : 'none';
+        });
+    }
+
+    // Watch for customer selection → auto-set tax exempt (only for new invoices)
+    const customerHidden = document.getElementById('invoice-customer');
+    if (customerHidden) {
+        const observer = new MutationObserver(() => {
+            // Only auto-apply when creating new (not editing existing)
+            if (!currentInvoiceId && customerHidden.value) {
+                applyCustomerTaxStatus(customerHidden.value);
+            }
+        });
+        observer.observe(customerHidden, { attributes: true, attributeFilter: ['value'] });
+    }
+}
+
+window.openInvoiceModal = openInvoiceModal;
+window.closeInvoiceModal = closeInvoiceModal;
+window.addInvoiceItem = addInvoiceItem;

public/js/modals/payment-modal.js

@@ -0,0 +1,364 @@
+// payment-modal.js — ES Module v3 (clean)
+// Invoice payments: multi-invoice, partial, overpay
+// No downpayment functionality
+
+let bankAccounts = [];
+let paymentMethods = [];
+let selectedInvoices = []; // { invoice, payAmount }
+let dataLoaded = false;
+
+// ============================================================
+// Load QBO Data
+// ============================================================
+
+async function loadQboData() {
+    if (dataLoaded) return;
+    try {
+        const [accRes, pmRes] = await Promise.all([
+            fetch('/api/qbo/accounts'),
+            fetch('/api/qbo/payment-methods')
+        ]);
+        if (accRes.ok) bankAccounts = await accRes.json();
+        if (pmRes.ok) paymentMethods = await pmRes.json();
+        dataLoaded = true;
+    } catch (e) { console.error('Error loading QBO data:', e); }
+}
+
+// ============================================================
+// Open / Close
+// ============================================================
+
+export async function openPaymentModal(invoiceIds = []) {
+    await loadQboData();
+    selectedInvoices = [];
+
+    for (const id of invoiceIds) {
+        try {
+            const res = await fetch(`/api/invoices/${id}`);
+            const data = await res.json();
+            if (data.invoice) {
+                const total = parseFloat(data.invoice.total);
+                const amountPaid = parseFloat(data.invoice.amount_paid) || 0;
+                const balance = total - amountPaid;
+                selectedInvoices.push({
+                    invoice: data.invoice,
+                    payAmount: balance > 0 ? balance : total
+                });
+            }
+        } catch (e) { console.error('Error loading invoice:', id, e); }
+    }
+
+    ensureModalElement();
+    renderModalContent();
+    document.getElementById('payment-modal').classList.add('active');
+}
+
+export function closePaymentModal() {
+    const modal = document.getElementById('payment-modal');
+    if (modal) modal.classList.remove('active');
+    selectedInvoices = [];
+}
+
+// ============================================================
+// Add / Remove Invoices
+// ============================================================
+
+async function addInvoiceById() {
+    const input = document.getElementById('payment-add-invoice-id');
+    const searchVal = input.value.trim();
+    if (!searchVal) return;
+
+    try {
+        const res = await fetch('/api/invoices');
+        const allInvoices = await res.json();
+        const match = allInvoices.find(inv =>
+            String(inv.id) === searchVal || String(inv.invoice_number) === searchVal
+        );
+
+        if (!match) { alert(`No invoice with #/ID "${searchVal}" found.`); return; }
+        if (!match.qbo_id) { alert('This invoice has not been exported to QBO yet.'); return; }
+        if (match.paid_date) { alert('This invoice is already paid.'); return; }
+        if (selectedInvoices.find(si => si.invoice.id === match.id)) { alert('Invoice already in list.'); return; }
+        if (selectedInvoices.length > 0 && match.customer_id !== selectedInvoices[0].invoice.customer_id) {
+            alert('All invoices must belong to the same customer.'); return;
+        }
+
+        const detailRes = await fetch(`/api/invoices/${match.id}`);
+        const detailData = await detailRes.json();
+        const detailInv = detailData.invoice;
+        const detailTotal = parseFloat(detailInv.total);
+        const detailPaid = parseFloat(detailInv.amount_paid) || 0;
+        const detailBalance = detailTotal - detailPaid;
+        selectedInvoices.push({
+            invoice: detailInv,
+            payAmount: detailBalance > 0 ? detailBalance : detailTotal
+        });
+
+        renderInvoiceList();
+        updateTotal();
+        input.value = '';
+    } catch (e) {
+        console.error('Error adding invoice:', e);
+        alert('Error searching for invoice.');
+    }
+}
+
+function removeInvoice(invoiceId) {
+    selectedInvoices = selectedInvoices.filter(si => si.invoice.id !== invoiceId);
+    renderInvoiceList();
+    updateTotal();
+}
+
+function updatePayAmount(invoiceId, newAmount) {
+    const si = selectedInvoices.find(s => s.invoice.id === invoiceId);
+    if (si) {
+        si.payAmount = Math.max(0, parseFloat(newAmount) || 0);
+    }
+    renderInvoiceList();
+    updateTotal();
+}
+
+// ============================================================
+// DOM
+// ============================================================
+
+function ensureModalElement() {
+    let modal = document.getElementById('payment-modal');
+    if (!modal) {
+        modal = document.createElement('div');
+        modal.id = 'payment-modal';
+        modal.className = 'modal fixed inset-0 bg-black bg-opacity-50 z-50 justify-center items-start pt-10 overflow-y-auto';
+        document.body.appendChild(modal);
+    }
+}
+
+function renderModalContent() {
+    const modal = document.getElementById('payment-modal');
+    if (!modal) return;
+
+    const accountOptions = bankAccounts.map(a => `<option value="${a.id}">${a.name}</option>`).join('');
+    const filtered = paymentMethods.filter(p => /check|ach/i.test(p.name));
+    const methods = filtered.length > 0 ? filtered : paymentMethods;
+    const methodOptions = methods.map(p => `<option value="${p.id}">${p.name}</option>`).join('');
+    const today = new Date().toISOString().split('T')[0];
+
+    modal.innerHTML = `
+        <div class="bg-white rounded-lg shadow-2xl w-full max-w-2xl mx-auto p-8">
+            <div class="flex justify-between items-center mb-4">
+                <h2 class="text-2xl font-bold text-gray-800">💰 Record Payment</h2>
+                <button onclick="window.paymentModal.close()" class="text-gray-400 hover:text-gray-600">
+                    <svg class="w-6 h-6" fill="none" stroke="currentColor" viewBox="0 0 24 24">
+                        <path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M6 18L18 6M6 6l12 12" />
+                    </svg>
+                </button>
+            </div>
+
+            <!-- Invoice List -->
+            <div class="mb-6">
+                <label class="block text-sm font-medium text-gray-700 mb-2">Invoices</label>
+                <div id="payment-invoice-list" class="border border-gray-200 rounded-lg max-h-60 overflow-y-auto"></div>
+                <div class="mt-2 flex items-center gap-2">
+                    <input type="text" id="payment-add-invoice-id" placeholder="Add by Invoice # or ID..."
+                           class="flex-1 px-3 py-1.5 border border-gray-300 rounded-md text-sm"
+                           onkeydown="if(event.key==='Enter'){event.preventDefault();window.paymentModal.addById();}">
+                    <button onclick="window.paymentModal.addById()"
+                            class="px-3 py-1.5 bg-blue-600 text-white rounded-md text-sm hover:bg-blue-700">+ Add</button>
+                </div>
+            </div>
+
+            <!-- Payment Details -->
+            <div class="grid grid-cols-2 gap-4 mb-6">
+                <div>
+                    <label class="block text-sm font-medium text-gray-700 mb-1">Payment Date</label>
+                    <input type="date" id="payment-date" value="${today}"
+                           class="w-full px-3 py-2 border border-gray-300 rounded-md focus:ring-blue-500 focus:border-blue-500">
+                </div>
+                <div>
+                    <label class="block text-sm font-medium text-gray-700 mb-1">Reference # (Check / ACH)</label>
+                    <input type="text" id="payment-reference" placeholder="Check # or ACH ref"
+                           class="w-full px-3 py-2 border border-gray-300 rounded-md focus:ring-blue-500 focus:border-blue-500">
+                </div>
+                <div>
+                    <label class="block text-sm font-medium text-gray-700 mb-1">Payment Method</label>
+                    <select id="payment-method"
+                            class="w-full px-3 py-2 border border-gray-300 rounded-md bg-white focus:ring-blue-500 focus:border-blue-500">
+                        ${methodOptions}
+                    </select>
+                </div>
+                <div>
+                    <label class="block text-sm font-medium text-gray-700 mb-1">Deposit To</label>
+                    <select id="payment-deposit-to"
+                            class="w-full px-3 py-2 border border-gray-300 rounded-md bg-white focus:ring-blue-500 focus:border-blue-500">
+                        ${accountOptions}
+                    </select>
+                </div>
+            </div>
+
+            <!-- Total -->
+            <div class="bg-gray-50 p-4 rounded-lg mb-6">
+                <div class="flex justify-between items-center">
+                    <span class="text-lg font-bold text-gray-700">Total Payment:</span>
+                    <span id="payment-total" class="text-2xl font-bold text-blue-600">$0.00</span>
+                </div>
+                <div id="payment-overpay-note" class="hidden mt-2 text-sm text-yellow-700"></div>
+            </div>
+
+            <!-- Actions -->
+            <div class="flex justify-end space-x-3">
+                <button onclick="window.paymentModal.close()"
+                        class="px-6 py-2 bg-gray-200 text-gray-700 rounded-md hover:bg-gray-300">Cancel</button>
+                <button onclick="window.paymentModal.submit()" id="payment-submit-btn"
+                        class="px-6 py-2 bg-green-600 text-white rounded-md hover:bg-green-700 font-semibold">
+                    💰 Record Payment in QBO
+                </button>
+            </div>
+        </div>`;
+
+    renderInvoiceList();
+    updateTotal();
+}
+
+function renderInvoiceList() {
+    const container = document.getElementById('payment-invoice-list');
+    if (!container) return;
+
+    if (selectedInvoices.length === 0) {
+        container.innerHTML = `<div class="p-4 text-center text-gray-400 text-sm">No invoices selected — add below</div>`;
+        return;
+    }
+
+    container.innerHTML = selectedInvoices.map(si => {
+        const inv = si.invoice;
+        const total = parseFloat(inv.total);
+        const amountPaid = parseFloat(inv.amount_paid) || 0;
+        const balance = total - amountPaid;
+        const isPartial = si.payAmount < balance;
+        const isOver = si.payAmount > balance;
+
+        const paidInfo = amountPaid > 0
+            ? `<span class="text-green-600 text-xs ml-1">Paid: $${amountPaid.toFixed(2)}</span>`
+            : '';
+
+        return `
+        <div class="flex items-center justify-between px-4 py-3 border-b border-gray-100 last:border-0 hover:bg-gray-50">
+            <div class="flex-1 min-w-0">
+                <span class="font-medium text-gray-900">#${inv.invoice_number || 'Draft'}</span>
+                <span class="text-gray-500 text-sm ml-2 truncate">${inv.customer_name || ''}</span>
+                <span class="text-gray-400 text-xs ml-2">(Total: $${total.toFixed(2)})</span>
+                ${paidInfo}
+                ${isPartial ? '<span class="text-xs text-yellow-600 ml-1 font-semibold">Partial</span>' : ''}
+                ${isOver ? '<span class="text-xs text-blue-600 ml-1 font-semibold">Overpay</span>' : ''}
+            </div>
+            <div class="flex items-center gap-2 flex-shrink-0">
+                <span class="text-gray-500 text-sm">$</span>
+                <input type="number" step="0.01" min="0.01"
+                       value="${si.payAmount.toFixed(2)}"
+                       onchange="window.paymentModal.updateAmount(${inv.id}, this.value)"
+                       class="w-28 px-2 py-1 border rounded text-sm text-right font-semibold
+                              ${isPartial ? 'bg-yellow-50 border-yellow-300' : isOver ? 'bg-blue-50 border-blue-300' : 'border-gray-300'}">
+                <button onclick="window.paymentModal.removeInvoice(${inv.id})"
+                        class="text-red-400 hover:text-red-600 text-sm ml-1">✕</button>
+            </div>
+        </div>`;
+    }).join('');
+}
+
+function updateTotal() {
+    const totalEl = document.getElementById('payment-total');
+    const noteEl = document.getElementById('payment-overpay-note');
+    if (!totalEl) return;
+
+    const payTotal = selectedInvoices.reduce((s, si) => s + si.payAmount, 0);
+    const invTotal = selectedInvoices.reduce((s, si) => s + parseFloat(si.invoice.total), 0);
+    totalEl.textContent = `$${payTotal.toFixed(2)}`;
+
+    if (noteEl) {
+        if (payTotal > invTotal && invTotal > 0) {
+            noteEl.textContent = `⚠️ Overpayment of $${(payTotal - invTotal).toFixed(2)} will be stored as customer credit in QBO.`;
+            noteEl.classList.remove('hidden');
+        } else {
+            noteEl.classList.add('hidden');
+        }
+    }
+}
+
+// ============================================================
+// Submit
+// ============================================================
+
+async function submitPayment() {
+    if (selectedInvoices.length === 0) { alert('Please add at least one invoice.'); return; }
+
+    const paymentDate = document.getElementById('payment-date').value;
+    const reference = document.getElementById('payment-reference').value;
+    const methodSelect = document.getElementById('payment-method');
+    const depositSelect = document.getElementById('payment-deposit-to');
+
+    if (!paymentDate || !methodSelect.value || !depositSelect.value) {
+        alert('Please fill in all fields.'); return;
+    }
+
+    const total = selectedInvoices.reduce((s, si) => s + si.payAmount, 0);
+    const invTotal = selectedInvoices.reduce((s, si) => s + parseFloat(si.invoice.total), 0);
+    const nums = selectedInvoices.map(si => `#${si.invoice.invoice_number || si.invoice.id}`).join(', ');
+    const hasPartial = selectedInvoices.some(si => si.payAmount < parseFloat(si.invoice.total));
+    const hasOverpay = total > invTotal;
+
+    let msg = `Record payment of $${total.toFixed(2)} for ${nums}?`;
+    if (hasPartial) msg += '\n⚠️ Contains partial payment(s).';
+    if (hasOverpay) msg += `\n⚠️ $${(total - invTotal).toFixed(2)} overpayment → customer credit.`;
+    if (!confirm(msg)) return;
+
+    const submitBtn = document.getElementById('payment-submit-btn');
+    submitBtn.innerHTML = '⏳ Processing...';
+    submitBtn.disabled = true;
+    if (typeof showSpinner === 'function') showSpinner('Recording payment in QBO...');
+
+    try {
+        const response = await fetch('/api/qbo/record-payment', {
+            method: 'POST',
+            headers: { 'Content-Type': 'application/json' },
+            body: JSON.stringify({
+                invoice_payments: selectedInvoices.map(si => ({
+                    invoice_id: si.invoice.id,
+                    amount: si.payAmount
+                })),
+                payment_date: paymentDate,
+                reference_number: reference,
+                payment_method_id: methodSelect.value,
+                payment_method_name: methodSelect.options[methodSelect.selectedIndex]?.text || '',
+                deposit_to_account_id: depositSelect.value,
+                deposit_to_account_name: depositSelect.options[depositSelect.selectedIndex]?.text || ''
+            })
+        });
+        const result = await response.json();
+        if (response.ok) {
+            alert(`✅ ${result.message}`);
+            closePaymentModal();
+            if (window.invoiceView) window.invoiceView.loadInvoices();
+        } else {
+            alert(`❌ Error: ${result.error}`);
+        }
+    } catch (e) {
+        console.error('Payment error:', e);
+        alert('Network error.');
+    } finally {
+        submitBtn.innerHTML = '💰 Record Payment in QBO';
+        submitBtn.disabled = false;
+        if (typeof hideSpinner === 'function') hideSpinner();
+    }
+}
+
+// ============================================================
+// Expose
+// ============================================================
+
+window.paymentModal = {
+    open: openPaymentModal,
+    close: closePaymentModal,
+    submit: submitPayment,
+    addById: addInvoiceById,
+    removeInvoice: removeInvoice,
+    updateAmount: updatePayAmount,
+    updateTotal: updateTotal
+};

public/js/modals/quote-modal.js

@@ -0,0 +1,180 @@
+/**
+ * quote-modal.js — Quote create/edit modal
+ * Uses shared item-editor for accordion items
+ */
+import { addItem, getItems, resetItemCounter } from '../utils/item-editor.js';
+import { setDefaultDate, showSpinner, hideSpinner } from '../utils/helpers.js';
+
+let currentQuoteId = null;
+
+/**
+ * Auto-set tax exempt based on customer's taxable flag
+ */
+function applyCustomerTaxStatus(customerId) {
+    const allCust = window.getCustomers ? window.getCustomers() : (window.customers || []);
+    const customer = allCust.find(c => c.id === parseInt(customerId));
+    if (customer) {
+        const cb = document.getElementById('quote-tax-exempt');
+        if (cb) {
+            cb.checked = (customer.taxable === false);
+            updateQuoteTotals();
+        }
+    }
+}
+
+export function openQuoteModal(quoteId = null) {
+    currentQuoteId = quoteId;
+
+    if (quoteId) {
+        loadQuoteForEdit(quoteId);
+    } else {
+        prepareNewQuote();
+    }
+
+    document.getElementById('quote-modal').classList.add('active');
+}
+
+export function closeQuoteModal() {
+    document.getElementById('quote-modal').classList.remove('active');
+    currentQuoteId = null;
+}
+
+async function loadQuoteForEdit(quoteId) {
+    document.getElementById('quote-modal-title').textContent = 'Edit Quote';
+
+    const response = await fetch(`/api/quotes/${quoteId}`);
+    const data = await response.json();
+
+    // Set customer in Alpine component
+    const allCust = window.getCustomers ? window.getCustomers() : (window.customers || []);
+    const customer = allCust.find(c => c.id === data.quote.customer_id);
+    if (customer) {
+        const customerInput = document.querySelector('#quote-modal input[placeholder="Search customer..."]');
+        if (customerInput) {
+            customerInput.value = customer.name;
+            customerInput.dispatchEvent(new Event('input'));
+            const alpineData = Alpine.$data(customerInput.closest('[x-data]'));
+            if (alpineData) {
+                alpineData.search = customer.name;
+                alpineData.selectedId = customer.id;
+                alpineData.selectedName = customer.name;
+            }
+        }
+    }
+
+    document.getElementById('quote-customer').value = data.quote.customer_id;
+    document.getElementById('quote-date').value = data.quote.quote_date.split('T')[0];
+    document.getElementById('quote-tax-exempt').checked = data.quote.tax_exempt;
+
+    // Load items using shared editor
+    document.getElementById('quote-items').innerHTML = '';
+    resetItemCounter();
+    data.items.forEach(item => {
+        addItem('quote-items', { item, type: 'quote', onUpdate: updateQuoteTotals });
+    });
+
+    updateQuoteTotals();
+}
+
+function prepareNewQuote() {
+    document.getElementById('quote-modal-title').textContent = 'New Quote';
+    document.getElementById('quote-form').reset();
+    document.getElementById('quote-items').innerHTML = '';
+    resetItemCounter();
+    setDefaultDate();
+
+    // Add one default item
+    addItem('quote-items', { type: 'quote', onUpdate: updateQuoteTotals });
+}
+
+export function addQuoteItem(item = null) {
+    addItem('quote-items', { item, type: 'quote', onUpdate: updateQuoteTotals });
+}
+
+export function updateQuoteTotals() {
+    const items = getItems('quote-items');
+    const taxExempt = document.getElementById('quote-tax-exempt').checked;
+
+    let subtotal = 0;
+    let hasTbd = false;
+
+    items.forEach(item => {
+        if (item.rate.toUpperCase() === 'TBD' || item.amount.toUpperCase() === 'TBD') {
+            hasTbd = true;
+        } else {
+            const amount = parseFloat(item.amount.replace(/[$,]/g, '')) || 0;
+            subtotal += amount;
+        }
+    });
+
+    const taxAmount = taxExempt ? 0 : (subtotal * 8.25 / 100);
+    const total = subtotal + taxAmount;
+
+    document.getElementById('quote-subtotal').textContent = `$${subtotal.toFixed(2)}`;
+    document.getElementById('quote-tax').textContent = taxExempt ? '$0.00' : `$${taxAmount.toFixed(2)}`;
+    document.getElementById('quote-total').textContent = hasTbd ? `$${total.toFixed(2)}*` : `$${total.toFixed(2)}`;
+    document.getElementById('quote-tax-row').style.display = taxExempt ? 'none' : 'block';
+}
+
+export async function handleQuoteSubmit(e) {
+    e.preventDefault();
+
+    const items = getItems('quote-items');
+    if (items.length === 0) {
+        alert('Please add at least one item');
+        return;
+    }
+
+    const data = {
+        customer_id: parseInt(document.getElementById('quote-customer').value),
+        quote_date: document.getElementById('quote-date').value,
+        tax_exempt: document.getElementById('quote-tax-exempt').checked,
+        items: items
+    };
+
+    try {
+        const url = currentQuoteId ? `/api/quotes/${currentQuoteId}` : '/api/quotes';
+        const method = currentQuoteId ? 'PUT' : 'POST';
+
+        const response = await fetch(url, {
+            method,
+            headers: { 'Content-Type': 'application/json' },
+            body: JSON.stringify(data)
+        });
+
+        if (response.ok) {
+            closeQuoteModal();
+            if (window.quoteView) window.quoteView.loadQuotes();
+        } else {
+            alert('Error saving quote');
+        }
+    } catch (error) {
+        console.error('Error:', error);
+        alert('Error saving quote');
+    }
+}
+
+// Wire up form submit and tax-exempt checkbox
+export function initQuoteModal() {
+    const form = document.getElementById('quote-form');
+    if (form) form.addEventListener('submit', handleQuoteSubmit);
+
+    const taxExempt = document.getElementById('quote-tax-exempt');
+    if (taxExempt) taxExempt.addEventListener('change', updateQuoteTotals);
+
+    // Watch for customer selection → auto-set tax exempt (only for new quotes)
+    const customerHidden = document.getElementById('quote-customer');
+    if (customerHidden) {
+        const observer = new MutationObserver(() => {
+            if (!currentQuoteId && customerHidden.value) {
+                applyCustomerTaxStatus(customerHidden.value);
+            }
+        });
+        observer.observe(customerHidden, { attributes: true, attributeFilter: ['value'] });
+    }
+}
+
+// Expose for onclick handlers
+window.openQuoteModal = openQuoteModal;
+window.closeQuoteModal = closeQuoteModal;
+window.addQuoteItem = addQuoteItem;

public/js/utils/api.js

@@ -0,0 +1,129 @@
+/**
+ * API Utility
+ * Centralized API calls for the frontend
+ */
+
+const API = {
+    // Customer API
+    customers: {
+        getAll: () => fetch('/api/customers').then(r => r.json()),
+        get: (id) => fetch(`/api/customers/${id}`).then(r => r.json()),
+        create: (data) => fetch('/api/customers', {
+            method: 'POST',
+            headers: { 'Content-Type': 'application/json' },
+            body: JSON.stringify(data)
+        }).then(r => r.json()),
+        update: (id, data) => fetch(`/api/customers/${id}`, {
+            method: 'PUT',
+            headers: { 'Content-Type': 'application/json' },
+            body: JSON.stringify(data)
+        }).then(r => r.json()),
+        delete: (id) => fetch(`/api/customers/${id}`, { method: 'DELETE' }).then(r => r.json()),
+        exportToQbo: (id) => fetch(`/api/customers/${id}/export-qbo`, { method: 'POST' }).then(r => r.json())
+    },
+
+    // Quote API
+    quotes: {
+        getAll: () => fetch('/api/quotes').then(r => r.json()),
+        get: (id) => fetch(`/api/quotes/${id}`).then(r => r.json()),
+        create: (data) => fetch('/api/quotes', {
+            method: 'POST',
+            headers: { 'Content-Type': 'application/json' },
+            body: JSON.stringify(data)
+        }).then(r => r.json()),
+        update: (id, data) => fetch(`/api/quotes/${id}`, {
+            method: 'PUT',
+            headers: { 'Content-Type': 'application/json' },
+            body: JSON.stringify(data)
+        }).then(r => r.json()),
+        delete: (id) => fetch(`/api/quotes/${id}`, { method: 'DELETE' }).then(r => r.json()),
+        convertToInvoice: (id) => fetch(`/api/quotes/${id}/convert-to-invoice`, { method: 'POST' }).then(r => r.json()),
+        getPdf: (id) => window.open(`/api/quotes/${id}/pdf`, '_blank'),
+        getHtml: (id) => window.open(`/api/quotes/${id}/html`, '_blank')
+    },
+
+    // Invoice API
+    invoices: {
+        getAll: () => fetch('/api/invoices').then(r => r.json()),
+        get: (id) => fetch(`/api/invoices/${id}`).then(r => r.json()),
+        getNextNumber: () => fetch('/api/invoices/next-number').then(r => r.json()),
+        create: (data) => fetch('/api/invoices', {
+            method: 'POST',
+            headers: { 'Content-Type': 'application/json' },
+            body: JSON.stringify(data)
+        }).then(r => r.json()),
+        update: (id, data) => fetch(`/api/invoices/${id}`, {
+            method: 'PUT',
+            headers: { 'Content-Type': 'application/json' },
+            body: JSON.stringify(data)
+        }).then(r => r.json()),
+        delete: (id) => fetch(`/api/invoices/${id}`, { method: 'DELETE' }).then(r => r.json()),
+        exportToQbo: (id) => fetch(`/api/invoices/${id}/export`, { method: 'POST' }).then(r => r.json()),
+        updateQbo: (id) => fetch(`/api/invoices/${id}/update-qbo`, { method: 'POST' }).then(r => r.json()),
+        markPaid: (id, paidDate) => fetch(`/api/invoices/${id}/mark-paid`, {
+            method: 'PATCH',
+            headers: { 'Content-Type': 'application/json' },
+            body: JSON.stringify({ paid_date: paidDate })
+        }).then(r => r.json()),
+        markUnpaid: (id) => fetch(`/api/invoices/${id}/mark-unpaid`, { method: 'PATCH' }).then(r => r.json()),
+        resetQbo: (id) => fetch(`/api/invoices/${id}/reset-qbo`, { method: 'PATCH' }).then(r => r.json()),
+        setEmailStatus: (id, status) => fetch(`/api/invoices/${id}/email-status`, {
+            method: 'PATCH',
+            headers: { 'Content-Type': 'application/json' },
+            body: JSON.stringify({ status })
+        }).then(r => r.json()),
+        getPdf: (id) => window.open(`/api/invoices/${id}/pdf`, '_blank'),
+        getHtml: (id) => window.open(`/api/invoices/${id}/html`, '_blank')
+    },
+
+    // Payment API
+    payments: {
+        getAll: () => fetch('/api/payments').then(r => r.json()),
+        record: (data) => fetch('/api/qbo/record-payment', {
+            method: 'POST',
+            headers: { 'Content-Type': 'application/json' },
+            body: JSON.stringify(data)
+        }).then(r => r.json())
+    },
+
+    // NEU: Stripe API
+    stripe: {
+        createPaymentLink: (invoiceId) => fetch(`/api/invoices/${invoiceId}/create-payment-link`, {
+            method: 'POST',
+            headers: { 'Content-Type': 'application/json' }
+        }).then(r => r.json()),
+        checkPayment: (invoiceId) => fetch(`/api/invoices/${invoiceId}/check-payment`, {
+            method: 'POST',
+            headers: { 'Content-Type': 'application/json' }
+        }).then(r => r.json())
+    },
+    
+    // QBO API
+    qbo: {
+        getStatus: () => fetch('/api/qbo/status').then(r => r.json()),
+        getAccounts: () => fetch('/api/qbo/accounts').then(r => r.json()),
+        getPaymentMethods: () => fetch('/api/qbo/payment-methods').then(r => r.json()),
+        getLaborRate: () => fetch('/api/qbo/labor-rate').then(r => r.json()),
+        getLastSync: () => fetch('/api/qbo/last-sync').then(r => r.json()),
+        getOverdue: () => fetch('/api/qbo/overdue').then(r => r.json()),
+        importUnpaid: () => fetch('/api/qbo/import-unpaid', { method: 'POST' }).then(r => r.json()),
+        syncPayments: () => fetch('/api/qbo/sync-payments', { method: 'POST' }).then(r => r.json()),
+        auth: () => window.location.href = '/auth/qbo'
+    },
+
+    // Settings API
+    settings: {
+        getLogo: () => fetch('/api/logo-info').then(r => r.json()),
+        uploadLogo: (file) => {
+            const formData = new FormData();
+            formData.append('logo', file);
+            return fetch('/api/upload-logo', {
+                method: 'POST',
+                body: formData
+            }).then(r => r.json());
+        }
+    }
+};
+
+// Make globally available
+window.API = API;

public/js/utils/helpers.js

@@ -0,0 +1,48 @@
+/**
+ * helpers.js — Shared UI utility functions
+ * Extracted from app.js
+ */
+
+export function formatDate(date) {
+    const d = new Date(date);
+    const month = String(d.getMonth() + 1).padStart(2, '0');
+    const day = String(d.getDate()).padStart(2, '0');
+    const year = d.getFullYear();
+    return `${month}/${day}/${year}`;
+}
+
+export function setDefaultDate() {
+    const today = new Date().toISOString().split('T')[0];
+    const quoteDateEl = document.getElementById('quote-date');
+    const invoiceDateEl = document.getElementById('invoice-date');
+    if (quoteDateEl) quoteDateEl.value = today;
+    if (invoiceDateEl) invoiceDateEl.value = today;
+}
+
+export function showSpinner(message = 'Bitte warten...') {
+    let overlay = document.getElementById('qbo-spinner');
+    if (!overlay) {
+        overlay = document.createElement('div');
+        overlay.id = 'qbo-spinner';
+        overlay.style.cssText = 'position:fixed;inset:0;background:rgba(0,0,0,0.4);display:flex;align-items:center;justify-content:center;z-index:9999;';
+        document.body.appendChild(overlay);
+    }
+    overlay.innerHTML = `
+        <div class="bg-white rounded-xl shadow-2xl px-8 py-6 flex items-center gap-4">
+            <svg class="animate-spin h-8 w-8 text-blue-600" xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 24 24">
+                <circle class="opacity-25" cx="12" cy="12" r="10" stroke="currentColor" stroke-width="4"></circle>
+                <path class="opacity-75" fill="currentColor" d="M4 12a8 8 0 018-8V0C5.373 0 0 5.373 0 12h4zm2 5.291A7.962 7.962 0 014 12H0c0 3.042 1.135 5.824 3 7.938l3-2.647z"></path>
+            </svg>
+            <span class="text-lg font-medium text-gray-700" id="qbo-spinner-text">${message}</span>
+        </div>`;
+    overlay.style.display = 'flex';
+}
+
+export function hideSpinner() {
+    const overlay = document.getElementById('qbo-spinner');
+    if (overlay) overlay.style.display = 'none';
+}
+
+// Keep backward compat for onclick handlers and modules using typeof check
+window.showSpinner = showSpinner;
+window.hideSpinner = hideSpinner;

public/js/utils/item-editor.js

@@ -0,0 +1,293 @@
+/**
+ * item-editor.js — Shared accordion item editor for Quotes and Invoices
+ * 
+ * Replaces the duplicated addQuoteItem/addInvoiceItem logic (~300 lines → 1 function).
+ * 
+ * Usage:
+ *   import { addItem, getItems, removeItem, moveItemUp, moveItemDown, updateTotals } from './item-editor.js';
+ *   addItem('quote-items', { item: existingItem, type: 'quote', laborRate: 125 });
+ */
+
+let itemCounter = 0;
+
+export function resetItemCounter() {
+    itemCounter = 0;
+}
+
+export function getItemCounter() {
+    return itemCounter;
+}
+
+/**
+ * Add an item row to the specified container.
+ * 
+ * @param {string} containerId - DOM id of the items container ('quote-items' or 'invoice-items')
+ * @param {object} options
+ * @param {object|null} options.item - Existing item data (null for new empty item)
+ * @param {string} options.type - 'quote' or 'invoice'
+ * @param {number|null} options.laborRate - QBO labor rate for auto-fill (invoice only)
+ * @param {function} options.onUpdate - Callback after any change (for recalculating totals)
+ */
+export function addItem(containerId, { item = null, type = 'invoice', laborRate = null, onUpdate = () => {} } = {}) {
+    const itemId = itemCounter++;
+    const itemsDiv = document.getElementById(containerId);
+    if (!itemsDiv) return;
+
+    const prefix = type; // 'quote' or 'invoice'
+    const cssClass = `${prefix}-item-input`;
+    const editorClass = `${prefix}-item-description-editor`;
+    const amountClass = `${prefix}-item-amount`;
+
+    // Preview defaults
+    const previewQty = item ? item.quantity : '';
+    const previewAmount = item ? item.amount : '$0.00';
+    let previewDesc = 'New item';
+    if (item && item.description) {
+        const temp = document.createElement('div');
+        temp.innerHTML = item.description;
+        previewDesc = temp.textContent.substring(0, 50) + (temp.textContent.length > 50 ? '...' : '');
+    }
+    const typeLabel = (item && item.qbo_item_id == '5') ? 'Labor' : 'Parts';
+
+    const itemDiv = document.createElement('div');
+    itemDiv.className = 'border border-gray-300 rounded-lg mb-3 bg-white';
+    itemDiv.id = `${prefix}-item-${itemId}`;
+    itemDiv.setAttribute('x-data', `{ open: ${item ? 'false' : 'true'} }`);
+
+    itemDiv.innerHTML = `
+        <div class="flex items-center p-4">
+            <div class="flex flex-col mr-3" onclick="event.stopPropagation()">
+                <button type="button" onclick="window.itemEditor.moveUp('${prefix}', ${itemId})" class="text-blue-600 hover:text-blue-800 text-lg leading-none mb-1">↑</button>
+                <button type="button" onclick="window.itemEditor.moveDown('${prefix}', ${itemId})" class="text-blue-600 hover:text-blue-800 text-lg leading-none">↓</button>
+            </div>
+        
+            <div @click="open = !open" class="flex items-center flex-1 cursor-pointer hover:bg-gray-50 rounded px-3 py-2">
+                <svg x-show="!open" class="w-5 h-5 text-gray-500 mr-4" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M19 9l-7 7-7-7" /></svg>
+                <svg x-show="open" class="w-5 h-5 text-gray-500 mr-4" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M5 15l7-7 7 7" /></svg>
+                
+                <span class="text-sm font-medium mr-4">Qty: <span class="item-qty-preview">${previewQty}</span></span>
+                <span class="text-xs font-bold px-2 py-1 rounded bg-gray-200 text-gray-700 mr-4 item-type-preview">${typeLabel}</span>
+                
+                <span class="text-sm text-gray-600 flex-1 truncate mx-4 item-desc-preview">${previewDesc}</span>
+                <span class="text-sm font-semibold item-amount-preview">${previewAmount}</span>
+            </div>
+            
+            <button type="button" onclick="window.itemEditor.remove('${prefix}', ${itemId}); event.stopPropagation();" class="ml-3 px-3 py-2 bg-red-500 hover:bg-red-600 text-white rounded-md text-sm">×</button>
+        </div>
+        
+        <div x-show="open" x-transition class="p-4 border-t border-gray-200">
+            <div class="grid grid-cols-12 gap-3 items-start">
+                <div class="col-span-1">
+                    <label class="block text-xs font-medium text-gray-700 mb-1">Qty</label>
+                    <input type="text" data-item="${itemId}" data-field="quantity" value="${item ? item.quantity : ''}" class="${cssClass} w-full px-2 py-2 border border-gray-300 rounded-md text-sm">
+                </div>
+                
+                <div class="col-span-2">
+                    <label class="block text-xs font-medium text-gray-700 mb-1">Type (Internal)</label>
+                    <select data-item="${itemId}" data-field="qbo_item_id" class="w-full px-2 py-2 border border-gray-300 rounded-md text-sm bg-white" onchange="window.itemEditor.handleTypeChange(this, '${prefix}', ${itemId})">
+                        <option value="9" ${item && item.qbo_item_id == '9' ? 'selected' : ''}>Parts</option>
+                        <option value="5" ${item && item.qbo_item_id == '5' ? 'selected' : ''}>Labor</option>
+                    </select>
+                </div>
+
+                <div class="col-span-4">
+                    <label class="block text-xs font-medium text-gray-700 mb-1">Description</label>
+                    <div data-item="${itemId}" data-field="description" class="${editorClass} border border-gray-300 rounded-md bg-white" style="min-height: 60px;"></div>
+                </div>
+                <div class="col-span-2">
+                    <label class="block text-xs font-medium text-gray-700 mb-1">Rate</label>
+                    <input type="text" data-item="${itemId}" data-field="rate" value="${item ? item.rate : ''}" class="${cssClass} w-full px-2 py-2 border border-gray-300 rounded-md text-sm">
+                </div>
+                <div class="col-span-3">
+                    <label class="block text-xs font-medium text-gray-700 mb-1">Amount</label>
+                    <input type="text" data-item="${itemId}" data-field="amount" value="${item ? item.amount : ''}" class="${amountClass} w-full px-2 py-2 border border-gray-300 rounded-md text-sm">
+                </div>
+            </div>
+        </div>
+    `;
+
+    itemsDiv.appendChild(itemDiv);
+
+    // --- Quill Rich Text Editor ---
+    const editorDiv = itemDiv.querySelector(`.${editorClass}`);
+    const quill = new Quill(editorDiv, {
+        theme: 'snow',
+        modules: {
+            toolbar: [['bold', 'italic', 'underline'], [{ 'list': 'ordered' }, { 'list': 'bullet' }], ['clean']]
+        }
+    });
+    if (item && item.description) quill.root.innerHTML = item.description;
+
+    quill.on('text-change', () => {
+        updateItemPreview(itemDiv);
+        onUpdate();
+    });
+    editorDiv.quillInstance = quill;
+
+    // --- Auto-calculate Amount ---
+    const qtyInput = itemDiv.querySelector('[data-field="quantity"]');
+    const rateInput = itemDiv.querySelector('[data-field="rate"]');
+    const amountInput = itemDiv.querySelector('[data-field="amount"]');
+
+    const calculateAmount = () => {
+        if (qtyInput.value && rateInput.value) {
+            // Quote supports TBD
+            if (type === 'quote' && rateInput.value.toUpperCase() === 'TBD') {
+                // Don't auto-calculate for TBD
+            } else {
+                const qty = parseFloat(qtyInput.value) || 0;
+                const rateValue = parseFloat(rateInput.value.replace(/[^0-9.]/g, '')) || 0;
+                amountInput.value = (qty * rateValue).toFixed(2);
+            }
+        }
+        updateItemPreview(itemDiv);
+        onUpdate();
+    };
+
+    qtyInput.addEventListener('input', calculateAmount);
+    rateInput.addEventListener('input', calculateAmount);
+    amountInput.addEventListener('input', () => {
+        updateItemPreview(itemDiv);
+        onUpdate();
+    });
+
+    // Store metadata on the div for later retrieval
+    itemDiv._itemEditor = { type, laborRate, onUpdate };
+
+    updateItemPreview(itemDiv);
+    onUpdate();
+}
+
+/**
+ * Update the collapsed preview bar of an item
+ */
+function updateItemPreview(itemDiv) {
+    const qtyInput = itemDiv.querySelector('[data-field="quantity"]');
+    const amountInput = itemDiv.querySelector('[data-field="amount"]');
+    const typeInput = itemDiv.querySelector('[data-field="qbo_item_id"]');
+    const editorDivs = itemDiv.querySelectorAll('[data-field="description"]');
+    const editorDiv = editorDivs.length > 0 ? editorDivs[0] : null;
+
+    const qtyPreview = itemDiv.querySelector('.item-qty-preview');
+    const descPreview = itemDiv.querySelector('.item-desc-preview');
+    const amountPreview = itemDiv.querySelector('.item-amount-preview');
+    const typePreview = itemDiv.querySelector('.item-type-preview');
+
+    if (qtyPreview && qtyInput) qtyPreview.textContent = qtyInput.value || '0';
+    if (amountPreview && amountInput) amountPreview.textContent = amountInput.value || '$0.00';
+
+    if (typePreview && typeInput) {
+        typePreview.textContent = typeInput.value == '5' ? 'Labor' : 'Parts';
+    }
+
+    if (descPreview && editorDiv && editorDiv.quillInstance) {
+        const plainText = editorDiv.quillInstance.getText().trim();
+        const preview = plainText.substring(0, 50) + (plainText.length > 50 ? '...' : '');
+        descPreview.textContent = preview || 'New item';
+    }
+}
+
+/**
+ * Handle type change (Labor/Parts).
+ * When Labor is selected and rate is empty, auto-fill with labor rate.
+ */
+export function handleTypeChange(selectEl, prefix, itemId) {
+    const itemDiv = document.getElementById(`${prefix}-item-${itemId}`);
+    if (!itemDiv) return;
+
+    const meta = itemDiv._itemEditor || {};
+    const laborRate = meta.laborRate;
+    const onUpdate = meta.onUpdate || (() => {});
+
+    // Auto-fill labor rate when switching to Labor and rate is empty
+    if (selectEl.value === '5' && laborRate) {
+        const rateInput = itemDiv.querySelector('[data-field="rate"]');
+        if (rateInput && (!rateInput.value || rateInput.value === '0')) {
+            rateInput.value = laborRate;
+            // Recalculate amount
+            const qtyInput = itemDiv.querySelector('[data-field="quantity"]');
+            const amountInput = itemDiv.querySelector('[data-field="amount"]');
+            if (qtyInput.value) {
+                const qty = parseFloat(qtyInput.value) || 0;
+                amountInput.value = (qty * laborRate).toFixed(2);
+            }
+        }
+    }
+
+    updateItemPreview(itemDiv);
+    onUpdate();
+}
+
+/**
+ * Get all items from a container as an array of objects.
+ */
+export function getItems(containerId) {
+    const items = [];
+    const itemDivs = document.querySelectorAll(`#${containerId} > div`);
+
+    itemDivs.forEach(div => {
+        const descEditor = div.querySelector('[data-field="description"]');
+        const descriptionHTML = descEditor && descEditor.quillInstance
+            ? descEditor.quillInstance.root.innerHTML
+            : '';
+
+        items.push({
+            quantity: div.querySelector('[data-field="quantity"]').value,
+            qbo_item_id: div.querySelector('[data-field="qbo_item_id"]').value,
+            description: descriptionHTML,
+            rate: div.querySelector('[data-field="rate"]').value,
+            amount: div.querySelector('[data-field="amount"]').value
+        });
+    });
+    return items;
+}
+
+/**
+ * Remove an item by prefix and itemId
+ */
+export function removeItem(prefix, itemId) {
+    const el = document.getElementById(`${prefix}-item-${itemId}`);
+    if (!el) return;
+    const meta = el._itemEditor || {};
+    el.remove();
+    if (meta.onUpdate) meta.onUpdate();
+}
+
+/**
+ * Move an item up
+ */
+export function moveItemUp(prefix, itemId) {
+    const item = document.getElementById(`${prefix}-item-${itemId}`);
+    if (!item) return;
+    const prevItem = item.previousElementSibling;
+    if (prevItem) {
+        item.parentNode.insertBefore(item, prevItem);
+        const meta = item._itemEditor || {};
+        if (meta.onUpdate) meta.onUpdate();
+    }
+}
+
+/**
+ * Move an item down
+ */
+export function moveItemDown(prefix, itemId) {
+    const item = document.getElementById(`${prefix}-item-${itemId}`);
+    if (!item) return;
+    const nextItem = item.nextElementSibling;
+    if (nextItem) {
+        item.parentNode.insertBefore(nextItem, item);
+        const meta = item._itemEditor || {};
+        if (meta.onUpdate) meta.onUpdate();
+    }
+}
+
+// ============================================================
+// Expose to window for onclick handlers in HTML
+// ============================================================
+
+window.itemEditor = {
+    moveUp: moveItemUp,
+    moveDown: moveItemDown,
+    remove: removeItem,
+    handleTypeChange: handleTypeChange
+};

public/js/views/customer-view.js

@@ -0,0 +1,405 @@
+// customer-view.js — ES Module
+// Customer list with filtering, QBO status, email, modal with contact/remarks
+
+let customers = [];
+let filterName = localStorage.getItem('cust_filterName') || '';
+let filterQbo = localStorage.getItem('cust_filterQbo') || 'all'; // all | qbo | local
+
+// ============================================================
+// Data
+// ============================================================
+
+export async function loadCustomers() {
+    try {
+        const response = await fetch('/api/customers');
+        customers = await response.json();
+        // Backward compat: quote/invoice modals use global 'customers' variable
+        window.customers = customers;
+        renderCustomerView();
+    } catch (error) {
+        console.error('Error loading customers:', error);
+    }
+}
+
+export function getCustomers() { return customers; }
+
+// ============================================================
+// Filter
+// ============================================================
+
+function getFilteredCustomers() {
+    let f = [...customers];
+    if (filterName.trim()) {
+        const s = filterName.toLowerCase();
+        f = f.filter(c => (c.name || '').toLowerCase().includes(s) ||
+                          (c.contact || '').toLowerCase().includes(s) ||
+                          (c.email || '').toLowerCase().includes(s));
+    }
+    if (filterQbo === 'qbo') f = f.filter(c => c.qbo_id);
+    else if (filterQbo === 'local') f = f.filter(c => !c.qbo_id);
+
+    f.sort((a, b) => (a.name || '').localeCompare(b.name || ''));
+    return f;
+}
+
+function saveSettings() {
+    localStorage.setItem('cust_filterName', filterName);
+    localStorage.setItem('cust_filterQbo', filterQbo);
+}
+
+// ============================================================
+// Render
+// ============================================================
+
+export function renderCustomerView() {
+    const tbody = document.getElementById('customers-list');
+    if (!tbody) return;
+
+    const filtered = getFilteredCustomers();
+
+    tbody.innerHTML = filtered.map(customer => {
+        const lines = [customer.line1, customer.line2, customer.line3, customer.line4].filter(Boolean);
+        const cityStateZip = [customer.city, customer.state, customer.zip_code].filter(Boolean).join(' ');
+        let fullAddress = lines.join(', ');
+        if (cityStateZip) fullAddress += (fullAddress ? ', ' : '') + cityStateZip;
+
+        // QBO Status
+        const qboStatus = customer.qbo_id
+            ? `<span class="inline-block px-2 py-0.5 text-xs font-semibold rounded-full bg-green-100 text-green-800" title="QBO ID: ${customer.qbo_id}">QBO ✓</span>`
+            : `<button onclick="window.customerView.exportToQbo(${customer.id})" class="inline-block px-2 py-0.5 text-xs font-semibold rounded-full bg-orange-100 text-orange-800 hover:bg-orange-200 cursor-pointer" title="Export customer to QBO">QBO Export</button>`;
+
+        // Contact
+        const contactDisplay = customer.contact
+            ? `<span class="text-xs text-gray-400 ml-1">(${customer.contact})</span>`
+            : '';
+
+        // Email
+        const emailDisplay = customer.email
+            ? `<a href="mailto:${customer.email}" class="text-blue-600 hover:text-blue-800 text-sm">${customer.email}</a>`
+            : '<span class="text-gray-300 text-sm">—</span>';
+
+        return `
+        <tr class="hover:bg-gray-50">
+            <td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">
+                ${customer.name} ${qboStatus} ${contactDisplay}
+            </td>
+            <td class="px-4 py-3 text-sm text-gray-500 max-w-xs truncate">${fullAddress || '—'}</td>
+            <td class="px-4 py-3 text-sm">${emailDisplay}</td>
+            <td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">${customer.account_number || '—'}</td>
+            <td class="px-4 py-3 whitespace-nowrap text-sm font-medium space-x-2">
+                <button onclick="window.customerView.edit(${customer.id})" class="text-blue-600 hover:text-blue-900">Edit</button>
+                <button onclick="window.customerView.remove(${customer.id})" class="text-red-600 hover:text-red-900">Del</button>
+            </td>
+        </tr>`;
+    }).join('');
+
+    if (filtered.length === 0) {
+        tbody.innerHTML = `<tr><td colspan="5" class="px-6 py-8 text-center text-gray-500">No customers found.</td></tr>`;
+    }
+
+    const countEl = document.getElementById('customer-count');
+    if (countEl) countEl.textContent = filtered.length;
+
+    updateFilterButtons();
+}
+
+function updateFilterButtons() {
+    document.querySelectorAll('[data-qbo-filter]').forEach(btn => {
+        const s = btn.getAttribute('data-qbo-filter');
+        btn.classList.toggle('bg-blue-600', s === filterQbo);
+        btn.classList.toggle('text-white', s === filterQbo);
+        btn.classList.toggle('bg-white', s !== filterQbo);
+        btn.classList.toggle('text-gray-600', s !== filterQbo);
+    });
+}
+
+// ============================================================
+// Toolbar
+// ============================================================
+
+export function injectToolbar() {
+    const c = document.getElementById('customer-toolbar');
+    if (!c) return;
+    c.innerHTML = `
+        <div class="flex flex-wrap items-center gap-3 mb-4 p-4 bg-white rounded-lg shadow-sm border border-gray-200">
+            <div class="flex items-center gap-2">
+                <label class="text-sm font-medium text-gray-700">Search:</label>
+                <input type="text" id="customer-filter-name" placeholder="Name, contact, email..."
+                       value="${filterName}"
+                       class="px-3 py-1.5 border border-gray-300 rounded-md text-sm w-56 focus:ring-blue-500 focus:border-blue-500">
+            </div>
+            <div class="w-px h-8 bg-gray-300"></div>
+            <div class="flex items-center gap-1 border border-gray-300 rounded-lg p-1 bg-gray-100">
+                <button data-qbo-filter="all" onclick="window.customerView.setQboFilter('all')"
+                    class="px-3 py-1.5 text-xs font-medium rounded-md transition-colors">All</button>
+                <button data-qbo-filter="qbo" onclick="window.customerView.setQboFilter('qbo')"
+                    class="px-3 py-1.5 text-xs font-medium rounded-md transition-colors">In QBO</button>
+                <button data-qbo-filter="local" onclick="window.customerView.setQboFilter('local')"
+                    class="px-3 py-1.5 text-xs font-medium rounded-md transition-colors">Local Only</button>
+            </div>
+            <div class="ml-auto flex items-center gap-4">
+                <span class="text-sm text-gray-500">
+                    <span id="customer-count" class="font-semibold text-gray-700">0</span> customers
+                </span>
+                <button onclick="window.customerView.openModal()"
+                    class="px-4 py-2 bg-blue-600 text-white rounded-md text-sm font-medium hover:bg-blue-700">+ New Customer</button>
+            </div>
+        </div>`;
+
+    updateFilterButtons();
+    document.getElementById('customer-filter-name').addEventListener('input', (e) => {
+        filterName = e.target.value; saveSettings(); renderCustomerView();
+    });
+}
+
+// ============================================================
+// Modal
+// ============================================================
+
+function ensureModalElement() {
+    let modal = document.getElementById('customer-modal-v2');
+    if (modal) return;
+
+    modal = document.createElement('div');
+    modal.id = 'customer-modal-v2';
+    modal.className = 'modal fixed inset-0 bg-black bg-opacity-50 z-50 justify-center items-start pt-10 overflow-y-auto';
+    document.body.appendChild(modal);
+}
+
+export function openModal(customerId = null) {
+    ensureModalElement();
+    const modal = document.getElementById('customer-modal-v2');
+    const isEdit = !!customerId;
+    const customer = isEdit ? customers.find(c => c.id === customerId) : null;
+
+    modal.innerHTML = `
+    <div class="bg-white rounded-lg shadow-2xl w-full max-w-2xl mx-auto p-8">
+        <div class="flex justify-between items-center mb-6">
+            <h3 class="text-2xl font-bold text-gray-900">${isEdit ? 'Edit Customer' : 'New Customer'}</h3>
+            <button onclick="window.customerView.closeModal()" class="text-gray-400 hover:text-gray-600">
+                <svg class="h-6 w-6" fill="none" viewBox="0 0 24 24" stroke="currentColor">
+                    <path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M6 18L18 6M6 6l12 12" />
+                </svg>
+            </button>
+        </div>
+
+        <form id="customer-form-v2" class="space-y-4">
+            <input type="hidden" id="cf-id" value="${customer?.id || ''}">
+
+            <div class="grid grid-cols-2 gap-4">
+                <div>
+                    <label class="block text-sm font-medium text-gray-700 mb-1">Company Name *</label>
+                    <input type="text" id="cf-name" required value="${customer?.name || ''}"
+                        class="w-full px-3 py-2 border border-gray-300 rounded-md focus:ring-blue-500 focus:border-blue-500">
+                </div>
+                <div>
+                    <label class="block text-sm font-medium text-gray-700 mb-1">Contact Person</label>
+                    <input type="text" id="cf-contact" value="${customer?.contact || ''}" placeholder="First Last"
+                        class="w-full px-3 py-2 border border-gray-300 rounded-md focus:ring-blue-500 focus:border-blue-500">
+                </div>
+            </div>
+
+            <div class="space-y-2 pt-2">
+                <label class="block text-sm font-medium text-gray-700">Billing Address</label>
+                <input type="text" id="cf-line1" placeholder="Line 1 (Street / PO Box)" value="${customer?.line1 || ''}"
+                    class="w-full px-3 py-2 border border-gray-300 rounded-md focus:ring-blue-500 focus:border-blue-500">
+                <input type="text" id="cf-line2" placeholder="Line 2" value="${customer?.line2 || ''}"
+                    class="w-full px-3 py-2 border border-gray-300 rounded-md focus:ring-blue-500 focus:border-blue-500">
+                <div class="grid grid-cols-2 gap-4">
+                    <input type="text" id="cf-line3" placeholder="Line 3" value="${customer?.line3 || ''}"
+                        class="w-full px-3 py-2 border border-gray-300 rounded-md focus:ring-blue-500 focus:border-blue-500">
+                    <input type="text" id="cf-line4" placeholder="Line 4" value="${customer?.line4 || ''}"
+                        class="w-full px-3 py-2 border border-gray-300 rounded-md focus:ring-blue-500 focus:border-blue-500">
+                </div>
+            </div>
+
+            <div class="grid grid-cols-3 gap-4">
+                <div class="col-span-2">
+                    <label class="block text-sm font-medium text-gray-700 mb-1">City</label>
+                    <input type="text" id="cf-city" value="${customer?.city || ''}"
+                        class="w-full px-3 py-2 border border-gray-300 rounded-md focus:ring-blue-500 focus:border-blue-500">
+                </div>
+                <div>
+                    <label class="block text-sm font-medium text-gray-700 mb-1">State</label>
+                    <input type="text" id="cf-state" maxlength="2" placeholder="TX" value="${customer?.state || ''}"
+                        class="w-full px-3 py-2 border border-gray-300 rounded-md focus:ring-blue-500 focus:border-blue-500">
+                </div>
+            </div>
+
+            <div class="grid grid-cols-3 gap-4">
+                <div>
+                    <label class="block text-sm font-medium text-gray-700 mb-1">Zip Code</label>
+                    <input type="text" id="cf-zip" value="${customer?.zip_code || ''}"
+                        class="w-full px-3 py-2 border border-gray-300 rounded-md focus:ring-blue-500 focus:border-blue-500">
+                </div>
+                <div>
+                    <label class="block text-sm font-medium text-gray-700 mb-1">Account #</label>
+                    <input type="text" id="cf-account" value="${customer?.account_number || ''}"
+                        class="w-full px-3 py-2 border border-gray-300 rounded-md focus:ring-blue-500 focus:border-blue-500">
+                </div>
+                <div class="flex items-end pb-2">
+                    <div class="flex items-center">
+                        <input type="checkbox" id="cf-taxable" ${customer?.taxable !== false ? 'checked' : ''}
+                            class="h-4 w-4 text-blue-600 focus:ring-blue-500 border-gray-300 rounded">
+                        <label for="cf-taxable" class="ml-2 text-sm text-gray-700">Taxable</label>
+                    </div>
+                </div>
+            </div>
+
+            <div class="grid grid-cols-2 gap-4">
+                <div>
+                    <label class="block text-sm font-medium text-gray-700 mb-1">Email</label>
+                    <input type="email" id="cf-email" value="${customer?.email || ''}"
+                        class="w-full px-3 py-2 border border-gray-300 rounded-md focus:ring-blue-500 focus:border-blue-500">
+                </div>
+                <div>
+                    <label class="block text-sm font-medium text-gray-700 mb-1">Phone</label>
+                    <input type="tel" id="cf-phone" value="${customer?.phone || ''}"
+                        class="w-full px-3 py-2 border border-gray-300 rounded-md focus:ring-blue-500 focus:border-blue-500">
+                </div>
+            </div>
+
+            <div>
+                <label class="block text-sm font-medium text-gray-700 mb-1">Remarks</label>
+                <textarea id="cf-remarks" rows="3" placeholder="Internal notes about this customer..."
+                    class="w-full px-3 py-2 border border-gray-300 rounded-md focus:ring-blue-500 focus:border-blue-500">${customer?.remarks || ''}</textarea>
+            </div>
+
+            <div class="flex justify-end space-x-3 pt-4">
+                <button type="button" onclick="window.customerView.closeModal()"
+                    class="px-6 py-2 bg-gray-200 text-gray-700 rounded-md hover:bg-gray-300">Cancel</button>
+                <button type="submit"
+                    class="px-6 py-2 bg-blue-600 text-white rounded-md hover:bg-blue-700 font-semibold">Save Customer</button>
+            </div>
+        </form>
+    </div>`;
+
+    modal.classList.add('active');
+
+    document.getElementById('customer-form-v2').addEventListener('submit', handleSubmit);
+}
+
+export function closeModal() {
+    const modal = document.getElementById('customer-modal-v2');
+    if (modal) modal.classList.remove('active');
+}
+
+// ============================================================
+// Submit
+// ============================================================
+
+async function handleSubmit(e) {
+    e.preventDefault();
+
+    const data = {
+        name: document.getElementById('cf-name').value,
+        contact: document.getElementById('cf-contact').value || null,
+        line1: document.getElementById('cf-line1').value || null,
+        line2: document.getElementById('cf-line2').value || null,
+        line3: document.getElementById('cf-line3').value || null,
+        line4: document.getElementById('cf-line4').value || null,
+        city: document.getElementById('cf-city').value || null,
+        state: (document.getElementById('cf-state').value || '').toUpperCase() || null,
+        zip_code: document.getElementById('cf-zip').value || null,
+        account_number: document.getElementById('cf-account').value || null,
+        email: document.getElementById('cf-email').value || null,
+        phone: document.getElementById('cf-phone').value || null,
+        phone2: null,
+        taxable: document.getElementById('cf-taxable').checked,
+        remarks: document.getElementById('cf-remarks').value || null
+    };
+
+    const customerId = document.getElementById('cf-id').value;
+    const url = customerId ? `/api/customers/${customerId}` : '/api/customers';
+    const method = customerId ? 'PUT' : 'POST';
+
+    if (typeof showSpinner === 'function') showSpinner(customerId ? 'Saving customer & syncing QBO...' : 'Creating customer...');
+
+    try {
+        const response = await fetch(url, {
+            method,
+            headers: { 'Content-Type': 'application/json' },
+            body: JSON.stringify(data)
+        });
+
+        if (response.ok) {
+            closeModal();
+            await loadCustomers();
+        } else {
+            const err = await response.json();
+            alert(`Error: ${err.error || 'Failed to save customer'}`);
+        }
+    } catch (error) {
+        console.error('Error saving customer:', error);
+        alert('Network error saving customer.');
+    } finally {
+        if (typeof hideSpinner === 'function') hideSpinner();
+    }
+}
+
+// ============================================================
+// Actions
+// ============================================================
+
+export function edit(id) { openModal(id); }
+
+export async function remove(id) {
+    const customer = customers.find(c => c.id === id);
+    if (!customer) return;
+
+    let msg = `Delete customer "${customer.name}"?`;
+    if (customer.qbo_id) msg += '\nThis will also deactivate the customer in QBO.';
+    if (!confirm(msg)) return;
+
+    try {
+        const response = await fetch(`/api/customers/${id}`, { method: 'DELETE' });
+        if (response.ok) await loadCustomers();
+        else {
+            const err = await response.json();
+            alert(`Error: ${err.error || 'Failed to delete'}`);
+        }
+    } catch (error) {
+        console.error('Error:', error);
+        alert('Network error.');
+    }
+}
+
+export async function exportToQbo(id) {
+    const customer = customers.find(c => c.id === id);
+    if (!customer) return;
+    if (!confirm(`Export "${customer.name}" to QuickBooks Online?`)) return;
+
+    if (typeof showSpinner === 'function') showSpinner('Exporting customer to QBO...');
+    try {
+        const response = await fetch(`/api/customers/${id}/export-qbo`, { method: 'POST' });
+        const result = await response.json();
+        if (response.ok) {
+            alert(`✅ "${result.name}" exported to QBO (ID: ${result.qbo_id}).`);
+            await loadCustomers();
+        } else {
+            alert(`❌ Error: ${result.error}`);
+        }
+    } catch (error) {
+        alert('Network error.');
+    } finally {
+        if (typeof hideSpinner === 'function') hideSpinner();
+    }
+}
+
+export function setQboFilter(val) {
+    filterQbo = val;
+    saveSettings();
+    renderCustomerView();
+}
+
+// ============================================================
+// Expose
+// ============================================================
+
+window.customerView = {
+    loadCustomers, renderCustomerView, getCustomers,
+    openModal, closeModal, edit, remove, exportToQbo, setQboFilter
+};
+
+// Make customers available globally for other modules (quote/invoice dropdowns)
+window.getCustomers = () => customers;

public/js/views/invoice-view.js

@@ -0,0 +1,589 @@
+// invoice-view.js — ES Module v5
+// Sync from QBO, Paid/Deposited/Partial badges, no Unpaid button
+
+let invoices = [];
+let filterCustomer = localStorage.getItem('inv_filterCustomer') || '';
+let filterStatus = localStorage.getItem('inv_filterStatus') || 'unpaid';
+let groupBy = localStorage.getItem('inv_groupBy') || 'none';
+
+const OVERDUE_DAYS = 30;
+
+// ============================================================
+// Date Helpers
+// ============================================================
+
+function parseLocalDate(dateStr) {
+    if (!dateStr) return null;
+    const str = String(dateStr).split('T')[0];
+    const parts = str.split('-');
+    if (parts.length !== 3) return null;
+    return new Date(parseInt(parts[0]), parseInt(parts[1]) - 1, parseInt(parts[2]));
+}
+
+function formatDate(date) {
+    if (!date) return '—';
+    const d = parseLocalDate(date);
+    if (!d) return '—';
+    return `${String(d.getMonth() + 1).padStart(2, '0')}/${String(d.getDate()).padStart(2, '0')}/${d.getFullYear()}`;
+}
+
+function formatDateTime(isoStr) {
+    if (!isoStr) return 'Never';
+    const d = new Date(isoStr);
+    return d.toLocaleDateString('en-US', { month: 'long', day: 'numeric', year: 'numeric' }) +
+           ', ' + d.toLocaleTimeString('en-US', { hour: 'numeric', minute: '2-digit', hour12: true });
+}
+
+function daysSince(date) {
+    const d = parseLocalDate(date);
+    if (!d) return 0;
+    const now = new Date(); now.setHours(0, 0, 0, 0);
+    return Math.floor((now - d) / 86400000);
+}
+
+function getWeekNumber(date) {
+    const d = parseLocalDate(date);
+    if (!d) return { year: 0, week: 0 };
+    const copy = new Date(d.getTime());
+    copy.setHours(0, 0, 0, 0);
+    copy.setDate(copy.getDate() + 3 - ((copy.getDay() + 6) % 7));
+    const week1 = new Date(copy.getFullYear(), 0, 4);
+    return {
+        year: copy.getFullYear(),
+        week: 1 + Math.round(((copy - week1) / 86400000 - 3 + ((week1.getDay() + 6) % 7)) / 7)
+    };
+}
+
+function getWeekRange(year, weekNum) {
+    const jan4 = new Date(year, 0, 4);
+    const dayOfWeek = jan4.getDay() || 7;
+    const monday = new Date(jan4);
+    monday.setDate(jan4.getDate() - dayOfWeek + 1 + (weekNum - 1) * 7);
+    const sunday = new Date(monday);
+    sunday.setDate(monday.getDate() + 6);
+    const fmt = (d) => `${String(d.getMonth() + 1).padStart(2, '0')}/${String(d.getDate()).padStart(2, '0')}/${d.getFullYear()}`;
+    return { start: fmt(monday), end: fmt(sunday) };
+}
+
+function getMonthName(i) {
+    return ['January','February','March','April','May','June','July','August','September','October','November','December'][i];
+}
+
+function isPaid(inv) { return !!inv.paid_date; }
+function isDraft(inv) { return !inv.qbo_id; }
+function isOverdue(inv) { return !isPaid(inv) && !isPartiallyPaid(inv) && daysSince(inv.invoice_date) > OVERDUE_DAYS; }
+function isPartiallyPaid(inv) {
+    const amountPaid = parseFloat(inv.amount_paid) || 0;
+    const balance = parseFloat(inv.balance) ?? ((parseFloat(inv.total) || 0) - amountPaid);
+    return !inv.paid_date && amountPaid > 0 && balance > 0;
+}
+function isSent(inv) {
+    return !!inv.qbo_id && !isPaid(inv) && !isPartiallyPaid(inv) && !isOverdue(inv) && inv.email_status === 'sent';
+}
+function isOpen(inv) {
+    return !!inv.qbo_id && !isPaid(inv) && !isPartiallyPaid(inv) && !isOverdue(inv) && inv.email_status !== 'sent';
+}
+
+function saveSettings() {
+    localStorage.setItem('inv_filterStatus', filterStatus);
+    localStorage.setItem('inv_groupBy', groupBy);
+    localStorage.setItem('inv_filterCustomer', filterCustomer);
+}
+
+// ============================================================
+// Data
+// ============================================================
+
+export async function loadInvoices() {
+    try {
+        const response = await fetch('/api/invoices');
+        invoices = await response.json();
+        renderInvoiceView();
+        loadLastSync();
+    } catch (error) { console.error('Error loading invoices:', error); }
+}
+
+async function loadLastSync() {
+    try {
+        const res = await fetch('/api/qbo/last-sync');
+        const data = await res.json();
+        const el = document.getElementById('last-sync-time');
+        if (el) el.textContent = data.last_sync ? `Last synced: ${formatDateTime(data.last_sync)}` : 'Never synced';
+    } catch (e) { /* ignore */ }
+}
+
+export function getInvoicesData() { return invoices; }
+
+// ============================================================
+// Filter / Sort / Group
+// ============================================================
+
+function getFilteredInvoices() {
+    let f = [...invoices];
+    if (filterStatus === 'unpaid') f = f.filter(i => !isPaid(i));
+    else if (filterStatus === 'paid') f = f.filter(i => isPaid(i));
+    else if (filterStatus === 'overdue') f = f.filter(i => isOverdue(i));
+    else if (filterStatus === 'partial') f = f.filter(i => isPartiallyPaid(i));
+    else if (filterStatus === 'sent') f = f.filter(i => isSent(i));
+    else if (filterStatus === 'open') f = f.filter(i => isOpen(i));
+
+    if (filterCustomer.trim()) {
+        const s = filterCustomer.toLowerCase();
+        f = f.filter(i => (i.customer_name || '').toLowerCase().includes(s));
+    }
+    f.sort((a, b) => (parseLocalDate(b.invoice_date) || 0) - (parseLocalDate(a.invoice_date) || 0));
+    return f;
+}
+
+// Effective amount: for unpaid/partial show balance, for paid show total
+function effectiveAmount(inv) {
+    const total = parseFloat(inv.total) || 0;
+    const amountPaid = parseFloat(inv.amount_paid) || 0;
+    if (inv.paid_date) return total; // Paid → show full total
+    if (amountPaid > 0) return total - amountPaid; // Partial → show balance
+    return total; // Unpaid → show total
+}
+
+function groupInvoices(filtered) {
+    if (groupBy === 'none') return null;
+    const groups = new Map();
+    filtered.forEach(inv => {
+        const d = parseLocalDate(inv.invoice_date);
+        if (!d) return;
+        let key, label;
+        if (groupBy === 'week') {
+            const wk = getWeekNumber(inv.invoice_date);
+            key = `${wk.year}-W${String(wk.week).padStart(2, '0')}`;
+            const range = getWeekRange(wk.year, wk.week);
+            label = `Week ${wk.week}, ${wk.year} (${range.start} – ${range.end})`;
+        } else {
+            key = `${d.getFullYear()}-${String(d.getMonth()).padStart(2, '0')}`;
+            label = `${getMonthName(d.getMonth())} ${d.getFullYear()}`;
+        }
+        if (!groups.has(key)) groups.set(key, { label, invoices: [], total: 0 });
+        const g = groups.get(key);
+        g.invoices.push(inv);
+        g.total += effectiveAmount(inv);
+    });
+    for (const g of groups.values()) {
+        g.invoices.sort((a, b) => (parseLocalDate(b.invoice_date) || 0) - (parseLocalDate(a.invoice_date) || 0));
+    }
+    return new Map([...groups.entries()].sort((a, b) => b[0].localeCompare(a[0])));
+}
+
+// ============================================================
+// Render
+// ============================================================
+
+function renderInvoiceRow(invoice) {
+    const hasQbo = !!invoice.qbo_id;
+    const paid = isPaid(invoice);
+    const overdue = isOverdue(invoice);
+    const draft = isDraft(invoice);
+    const amountPaid = parseFloat(invoice.amount_paid) || 0;
+    const balance = parseFloat(invoice.balance) ?? ((parseFloat(invoice.total) || 0) - amountPaid);
+    const partial = isPartiallyPaid(invoice);
+
+    const stripeIndicator = invoice.stripe_payment_link_id 
+        ? (invoice.stripe_payment_status === 'paid' 
+            ? ' <span title="Stripe payment received" class="text-purple-500 text-xs">💳✓</span>'
+            : ' <span title="Stripe payment link active" class="text-purple-400 text-xs">💳</span>')
+        : '';
+
+    const invNumDisplay = invoice.invoice_number
+        ? invoice.invoice_number + stripeIndicator
+        : `<span class="text-gray-400 italic text-xs">Draft</span>`;
+
+    // Status Badge (left side, next to invoice number)
+    let statusBadge = '';
+    if (paid && invoice.payment_status === 'Deposited') {
+        statusBadge = `<span class="inline-block px-2 py-0.5 text-xs font-semibold rounded-full bg-blue-100 text-blue-800" title="Deposited ${formatDate(invoice.paid_date)}">Deposited</span>`;
+    } else if (paid && invoice.payment_status === 'Stripe') {
+        statusBadge = `<span class="inline-block px-2 py-0.5 text-xs font-semibold rounded-full bg-purple-100 text-purple-800" title="Stripe payment ${formatDate(invoice.paid_date)}">Stripe</span>`;
+    } else if (paid) {
+        statusBadge = `<span class="inline-block px-2 py-0.5 text-xs font-semibold rounded-full bg-green-100 text-green-800" title="Paid ${formatDate(invoice.paid_date)}">Paid</span>`;
+    } else if (partial) {
+        // Partial: show delivery status badge + Partial badge
+        if (hasQbo && invoice.email_status === 'sent') {
+            statusBadge = `<span class="inline-block px-2 py-0.5 text-xs font-semibold rounded-full bg-cyan-200 text-cyan-800">Sent</span> `;
+        } else if (hasQbo) {
+            statusBadge = `<span class="inline-block px-2 py-0.5 text-xs font-semibold rounded-full bg-orange-200 text-orange-800">Open</span> `;
+        }
+        statusBadge += `<span class="inline-block px-2 py-0.5 text-xs font-semibold rounded-full bg-yellow-100 text-yellow-800" title="Paid: $${amountPaid.toFixed(2)} / Balance: $${balance.toFixed(2)}">Partial</span>`;
+    } else if (overdue) {
+        statusBadge = `<span class="inline-block px-2 py-0.5 text-xs font-semibold rounded-full bg-red-100 text-red-800" title="${daysSince(invoice.invoice_date)} days">Overdue</span>`;
+    } else if (hasQbo && invoice.email_status === 'sent') {
+        statusBadge = `<span class="inline-block px-2 py-0.5 text-xs font-semibold rounded-full bg-cyan-200 text-cyan-800">Sent</span>`;
+    } else if (hasQbo) {
+        statusBadge = `<span class="inline-block px-2 py-0.5 text-xs font-semibold rounded-full bg-orange-200 text-orange-800">Open</span>`;
+    }
+
+    // Send Date
+    let sendDateDisplay = '—';
+    if (invoice.scheduled_send_date) {
+        const sendDate = parseLocalDate(invoice.scheduled_send_date);
+        const today = new Date(); today.setHours(0, 0, 0, 0);
+        const daysUntil = Math.floor((sendDate - today) / 86400000);
+        sendDateDisplay = formatDate(invoice.scheduled_send_date);
+         if (!paid && invoice.email_status !== 'sent') {
+            if (daysUntil < 0) sendDateDisplay += ` <span class="text-xs text-red-500">(${Math.abs(daysUntil)}d ago)</span>`;
+            else if (daysUntil === 0) sendDateDisplay += ` <span class="text-xs text-orange-500 font-semibold">(today)</span>`;
+            else if (daysUntil <= 3) sendDateDisplay += ` <span class="text-xs text-yellow-600">(in ${daysUntil}d)</span>`;
+        }
+    }
+
+    // Amount column — show balance when partially paid
+    let amountDisplay;
+    if (partial) {
+        amountDisplay = `<span class="text-yellow-700">$${balance.toFixed(2)}</span> <span class="text-gray-400 text-xs line-through">$${parseFloat(invoice.total).toFixed(2)}</span>`;
+    } else {
+        amountDisplay = `$${parseFloat(invoice.total).toFixed(2)}`;
+    }
+
+    // --- BUTTONS: Edit | QBO | PDF HTML | Payment | Del ---
+    const editBtn = `<button onclick="window.invoiceView.edit(${invoice.id})" class="text-blue-600 hover:text-blue-900">Edit</button>`;
+
+    const customerHasQbo = !!invoice.customer_qbo_id;
+    let qboBtn;
+    if (hasQbo) {
+        qboBtn = `<span class="text-green-600 text-xs" title="QBO ID: ${invoice.qbo_id}">✓ QBO</span>`;
+    } else if (!customerHasQbo) {
+        qboBtn = `<span class="text-gray-300 text-xs cursor-not-allowed" title="Customer must be exported to QBO first">QBO ⚠</span>`;
+    } else {
+        qboBtn = `<span class="text-gray-400 text-xs" title="Will be exported to QBO on save">QBO pending</span>`;
+    }
+
+    const pdfBtn = draft
+        ? `<span class="text-gray-300 text-sm cursor-not-allowed" title="PDF available after QBO Export">PDF</span>`
+        : `<button onclick="window.invoiceView.viewPDF(${invoice.id})" class="text-green-600 hover:text-green-900">PDF</button>`;
+    const htmlBtn = `<button onclick="window.invoiceView.viewHTML(${invoice.id})" class="text-teal-600 hover:text-teal-900">HTML</button>`;
+
+    // Payment button — only for QBO invoices that are not fully paid
+    let paidBtn = '';
+    if (!paid && hasQbo) {
+        paidBtn = `<button onclick="window.paymentModal.open([${invoice.id}])" class="text-emerald-600 hover:text-emerald-800" title="Record Payment in QBO">💰 Payment</button>`;
+    }
+
+    // Mark Sent button (right side) — only when open, not paid/partial
+    let sendBtn = '';
+    if (hasQbo && !paid && !overdue && invoice.email_status !== 'sent') {
+        sendBtn = `<button onclick="window.invoiceView.setEmailStatus(${invoice.id}, 'sent')" class="text-indigo-600 hover:text-indigo-800 text-xs font-medium" title="Mark as sent to customer">📤 Mark Sent</button>`;
+    }
+    // if (hasQbo && !paid && !overdue) {
+    //     sendBtn = `
+    //         <button onclick="window.invoiceView.setEmailStatus(${invoice.id}, 'sent')" class="text-gray-600 hover:text-gray-900 text-xs font-medium mr-4" title="Nur Status ändern">
+    //             ✔️ Mark Sent
+    //         </button>
+    //         <button onclick="window.emailModal.open(${invoice.id})" class="text-indigo-600 hover:text-indigo-800 text-xs font-medium" title="E-Mail via SES versenden">
+    //             📧 Send Email
+    //         </button>
+    // `;    }
+    
+    const delBtn = `<button onclick="window.invoiceView.remove(${invoice.id})" class="text-red-600 hover:text-red-900">Del</button>`;
+
+    const stripeEmailBtn = (!paid && hasQbo)
+        ? `<button onclick="window.emailModal.open(${invoice.id})" title="Email with Stripe Payment Link" class="px-2 py-1 bg-purple-100 text-purple-700 rounded hover:bg-purple-200 text-xs font-semibold">💳 Pay Link</button>`
+        : '';    
+
+    const stripeCheckBtn = (invoice.stripe_payment_link_id && !paid)
+        ? `<button onclick="window.invoiceView.checkStripePayment(${invoice.id})" title="Check Stripe Payment Status" class="px-2 py-1 bg-purple-50 text-purple-600 rounded hover:bg-purple-100 text-xs font-semibold">🔍 Check</button>`
+        : '';    
+
+    const rowClass = paid ? (invoice.payment_status === 'Deposited' ? 'bg-blue-50/50' : 'bg-green-50/50') : partial ? 'bg-yellow-50/30' : overdue ? 'bg-red-50/50' : '';
+
+    return `
+        <tr class="${rowClass}">
+            <td class="px-4 py-3 whitespace-nowrap text-sm font-medium text-gray-900">${invNumDisplay} ${statusBadge}</td>
+            <td class="px-4 py-3 text-sm text-gray-500">${invoice.customer_name || 'N/A'}</td>
+            <td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">${formatDate(invoice.invoice_date)}</td>
+            <td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">${sendDateDisplay}</td>
+            <td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">${invoice.terms}</td>
+            <td class="px-4 py-3 whitespace-nowrap text-sm text-gray-900 font-semibold">${amountDisplay}</td>
+            <td class="px-4 py-3 whitespace-nowrap text-sm font-medium space-x-1">
+               ${editBtn} ${qboBtn} ${pdfBtn} ${htmlBtn} ${sendBtn} ${stripeEmailBtn} ${stripeCheckBtn} ${paidBtn} ${delBtn}
+            </td>
+        </tr>`;
+}
+
+function renderGroupHeader(label) {
+    return `<tr class="bg-blue-50"><td colspan="7" class="px-4 py-3 text-sm font-bold text-blue-800">📅 ${label}</td></tr>`;
+}
+function renderGroupFooter(total, count) {
+    return `<tr class="bg-gray-50 border-t-2 border-gray-300">
+        <td colspan="5" class="px-4 py-3 text-sm font-bold text-gray-700 text-right">Group Total (${count} invoices):</td>
+        <td class="px-4 py-3 text-sm font-bold text-gray-900">$${total.toFixed(2)}</td><td></td></tr>`;
+}
+
+export function renderInvoiceView() {
+    const tbody = document.getElementById('invoices-list');
+    if (!tbody) return;
+    const filtered = getFilteredInvoices();
+    const groups = groupInvoices(filtered);
+    let html = '', grandTotal = 0;
+
+    if (groups) {
+        for (const [, group] of groups) {
+            html += renderGroupHeader(group.label);
+            group.invoices.forEach(inv => { html += renderInvoiceRow(inv); });
+            html += renderGroupFooter(group.total, group.invoices.length);
+            grandTotal += group.total;
+        }
+        if (groups.size > 1) {
+            html += `<tr class="bg-blue-100 border-t-4 border-blue-400">
+                <td colspan="5" class="px-4 py-4 text-base font-bold text-blue-900 text-right">Grand Total (${filtered.length} invoices):</td>
+                <td class="px-4 py-4 text-base font-bold text-blue-900">$${grandTotal.toFixed(2)}</td><td></td></tr>`;
+        }
+    } else {
+        filtered.forEach(inv => { html += renderInvoiceRow(inv); grandTotal += effectiveAmount(inv); });
+        if (filtered.length > 0) {
+            html += `<tr class="bg-gray-100 border-t-2 border-gray-300">
+                <td colspan="5" class="px-4 py-3 text-sm font-bold text-gray-700 text-right">Total (${filtered.length} invoices):</td>
+                <td class="px-4 py-3 text-sm font-bold text-gray-900">$${grandTotal.toFixed(2)}</td><td></td></tr>`;
+        }
+    }
+
+    if (filtered.length === 0) html = `<tr><td colspan="7" class="px-6 py-8 text-center text-gray-500">No invoices found.</td></tr>`;
+    tbody.innerHTML = html;
+
+    const countEl = document.getElementById('invoice-count');
+    if (countEl) countEl.textContent = filtered.length;
+    updateStatusButtons();
+}
+
+function updateStatusButtons() {
+    document.querySelectorAll('[data-status-filter]').forEach(btn => {
+        const s = btn.getAttribute('data-status-filter');
+        btn.classList.toggle('bg-blue-600', s === filterStatus);
+        btn.classList.toggle('text-white', s === filterStatus);
+        btn.classList.toggle('bg-white', s !== filterStatus);
+        btn.classList.toggle('text-gray-600', s !== filterStatus);
+    });
+
+    const counts = {
+        unpaid: invoices.filter(i => !isPaid(i)).length,
+        open: invoices.filter(i => isOpen(i)).length,
+        sent: invoices.filter(i => isSent(i)).length,
+        partial: invoices.filter(i => isPartiallyPaid(i)).length,
+        paid: invoices.filter(i => isPaid(i)).length,
+        overdue: invoices.filter(i => isOverdue(i)).length
+    };
+
+    ['unpaid', 'open', 'sent', 'partial', 'paid', 'overdue'].forEach(key => {
+        const el = document.getElementById(`${key}-badge`);
+        if (el) {
+            el.textContent = counts[key];
+            el.classList.toggle('hidden', counts[key] === 0);
+        }
+    });
+}
+
+// ============================================================
+// Toolbar
+// ============================================================
+
+export function injectToolbar() {
+    const c = document.getElementById('invoice-toolbar');
+    if (!c) return;
+    c.innerHTML = `
+        <div class="flex flex-wrap items-center gap-3 mb-4 p-4 bg-white rounded-lg shadow-sm border border-gray-200">
+            <div class="flex items-center gap-1 border border-gray-300 rounded-lg p-1 bg-gray-100">
+                <button data-status-filter="all" onclick="window.invoiceView.setStatus('all')"
+                    class="px-3 py-1.5 text-xs font-medium rounded-md transition-colors bg-white text-gray-600">All</button>
+                <button data-status-filter="unpaid" onclick="window.invoiceView.setStatus('unpaid')"
+                    class="relative px-3 py-1.5 text-xs font-medium rounded-md transition-colors bg-white text-gray-600">Unpaid
+                    <span id="unpaid-badge" class="hidden absolute -top-1.5 -right-1.5 bg-gray-500 text-white text-xs rounded-full w-4 h-4 flex items-center justify-center">0</span></button>
+                <button data-status-filter="open" onclick="window.invoiceView.setStatus('open')"
+                    class="relative px-3 py-1.5 text-xs font-medium rounded-md transition-colors bg-white text-gray-600">Open
+                    <span id="open-badge" class="hidden absolute -top-1.5 -right-1.5 bg-orange-500 text-white text-xs rounded-full w-4 h-4 flex items-center justify-center">0</span></button>
+                <button data-status-filter="sent" onclick="window.invoiceView.setStatus('sent')"
+                    class="relative px-3 py-1.5 text-xs font-medium rounded-md transition-colors bg-white text-gray-600">Sent
+                    <span id="sent-badge" class="hidden absolute -top-1.5 -right-1.5 bg-cyan-500 text-white text-xs rounded-full w-4 h-4 flex items-center justify-center">0</span></button>
+                <button data-status-filter="partial" onclick="window.invoiceView.setStatus('partial')"
+                    class="relative px-3 py-1.5 text-xs font-medium rounded-md transition-colors bg-white text-gray-600">Partial
+                    <span id="partial-badge" class="hidden absolute -top-1.5 -right-1.5 bg-yellow-500 text-white text-xs rounded-full w-4 h-4 flex items-center justify-center">0</span></button>
+                <button data-status-filter="paid" onclick="window.invoiceView.setStatus('paid')"
+                    class="relative px-3 py-1.5 text-xs font-medium rounded-md transition-colors bg-white text-gray-600">Paid
+                    <span id="paid-badge" class="hidden absolute -top-1.5 -right-1.5 bg-green-500 text-white text-xs rounded-full w-4 h-4 flex items-center justify-center">0</span></button>
+                <button data-status-filter="overdue" onclick="window.invoiceView.setStatus('overdue')"
+                    class="relative px-3 py-1.5 text-xs font-medium rounded-md transition-colors bg-white text-gray-600">Overdue
+                    <span id="overdue-badge" class="hidden absolute -top-1.5 -right-1.5 bg-red-500 text-white text-xs rounded-full w-4 h-4 flex items-center justify-center">0</span></button>
+            </div>
+            <div class="w-px h-8 bg-gray-300"></div>
+            <div class="flex items-center gap-2">
+                <label class="text-sm font-medium text-gray-700">Customer:</label>
+                <input type="text" id="invoice-filter-customer" placeholder="Filter by name..." value="${filterCustomer}"
+                       class="px-3 py-1.5 border border-gray-300 rounded-md text-sm w-48 focus:ring-blue-500 focus:border-blue-500">
+            </div>
+            <div class="w-px h-8 bg-gray-300"></div>
+            <div class="flex items-center gap-2">
+                <label class="text-sm font-medium text-gray-700">Group:</label>
+                <select id="invoice-group-by" class="px-3 py-1.5 border border-gray-300 rounded-md text-sm bg-white">
+                    <option value="none" ${groupBy === 'none' ? 'selected' : ''}>None</option>
+                    <option value="week" ${groupBy === 'week' ? 'selected' : ''}>Week</option>
+                    <option value="month" ${groupBy === 'month' ? 'selected' : ''}>Month</option>
+                </select>
+            </div>
+            <div class="w-px h-8 bg-gray-300"></div>
+            <div class="flex items-center gap-2">
+                <button onclick="window.invoiceView.syncFromQBO()" class="px-3 py-1.5 bg-indigo-600 text-white rounded-md text-xs font-medium hover:bg-indigo-700">
+                    ⟳ Sync from QBO
+                </button>
+            </div>
+            <div class="ml-auto flex items-center gap-4">
+                <span id="last-sync-time" class="text-xs text-gray-400">...</span>
+                <span class="text-sm text-gray-500">
+                    <span id="invoice-count" class="font-semibold text-gray-700">0</span> invoices
+                </span>
+            </div>
+        </div>`;
+
+    updateStatusButtons();
+    document.getElementById('invoice-filter-customer').addEventListener('input', (e) => {
+        filterCustomer = e.target.value; saveSettings(); renderInvoiceView();
+    });
+    document.getElementById('invoice-group-by').addEventListener('change', (e) => {
+        groupBy = e.target.value; saveSettings(); renderInvoiceView();
+    });
+}
+
+// ============================================================
+// Actions
+// ============================================================
+
+export function setStatus(s) { filterStatus = s; saveSettings(); renderInvoiceView(); }
+export function viewPDF(id) { window.open(`/api/invoices/${id}/pdf`, '_blank'); }
+export function viewHTML(id) { window.open(`/api/invoices/${id}/html`, '_blank'); }
+
+export async function exportToQBO(id) {
+    if (!confirm('Export invoice to QuickBooks Online?')) return;
+    if (typeof showSpinner === 'function') showSpinner('Exporting invoice to QBO...');
+    try {
+        const r = await fetch(`/api/invoices/${id}/export`, { method: 'POST' });
+        const d = await r.json();
+        if (r.ok) { alert(`✅ QBO ID: ${d.qbo_id}, Nr: ${d.qbo_doc_number}`); loadInvoices(); }
+        else alert(`❌ ${d.error}`);
+    } catch (e) { alert('Network error.'); }
+    finally { if (typeof hideSpinner === 'function') hideSpinner(); }
+}
+
+export async function syncToQBO(id) {
+    if (!confirm('Sync changes to QuickBooks Online?')) return;
+    if (typeof showSpinner === 'function') showSpinner('Syncing invoice to QBO...');
+    try {
+        const r = await fetch(`/api/invoices/${id}/update-qbo`, { method: 'POST' });
+        const d = await r.json();
+        if (r.ok) { alert(`✅ ${d.message}`); loadInvoices(); }
+        else alert(`❌ ${d.error}`);
+    } catch (e) { alert('Network error.'); }
+    finally { if (typeof hideSpinner === 'function') hideSpinner(); }
+}
+
+export async function syncFromQBO() {
+    if (typeof showSpinner === 'function') showSpinner('Syncing payments from QBO...');
+    try {
+        const r = await fetch('/api/qbo/sync-payments', { method: 'POST' });
+        const d = await r.json();
+        if (r.ok) {
+            alert(`✅ ${d.message}`);
+            loadInvoices();
+        } else {
+            alert(`❌ ${d.error}`);
+        }
+    } catch (e) { alert('Network error.'); }
+    finally { if (typeof hideSpinner === 'function') hideSpinner(); }
+}
+
+export async function setEmailStatus(id, status) {
+    const label = status === 'sent' ? 'Mark as sent' : 'Mark as not sent';
+    if (!confirm(`${label}?`)) return;
+    if (typeof showSpinner === 'function') showSpinner(`Updating status in QBO...`);
+    try {
+        const r = await fetch(`/api/invoices/${id}/email-status`, {
+            method: 'PATCH',
+            headers: { 'Content-Type': 'application/json' },
+            body: JSON.stringify({ status })
+        });
+        const d = await r.json();
+        if (r.ok) loadInvoices();
+        else alert(`❌ ${d.error}`);
+    } catch (e) { alert('Network error.'); }
+    finally { if (typeof hideSpinner === 'function') hideSpinner(); }
+}
+
+export async function resetQbo(id) {
+    if (!confirm('Reset QBO link?\nInvoice must be deleted in QBO first!')) return;
+    try {
+        const r = await fetch(`/api/invoices/${id}/reset-qbo`, { method: 'PATCH' });
+        if (r.ok) loadInvoices(); else { const e = await r.json(); alert(e.error); }
+    } catch (e) { console.error(e); }
+}
+
+export async function markPaid(id) {
+    try {
+        const r = await fetch(`/api/invoices/${id}/mark-paid`, {
+            method: 'PATCH', headers: { 'Content-Type': 'application/json' },
+            body: JSON.stringify({ paid_date: new Date().toISOString().split('T')[0] })
+        });
+        if (r.ok) loadInvoices();
+    } catch (e) { console.error(e); }
+}
+
+export async function edit(id) { if (typeof window.openInvoiceModal === 'function') await window.openInvoiceModal(id); }
+
+export async function remove(id) {
+    if (!confirm('Delete this invoice?')) return;
+    try { const r = await fetch(`/api/invoices/${id}`, { method: 'DELETE' }); if (r.ok) loadInvoices(); }
+    catch (e) { console.error(e); }
+}
+async function checkStripePayment(invoiceId) {
+    if (typeof showSpinner === 'function') showSpinner('Checking Stripe payment status...');
+
+    try {
+        const response = await fetch(`/api/invoices/${invoiceId}/check-payment`, {
+            method: 'POST',
+            headers: { 'Content-Type': 'application/json' }
+        });
+
+        const result = await response.json();
+
+        if (response.ok) {
+            if (result.paid) {
+                let msg = `✅ ${result.message}`;
+                if (result.qbo) {
+                    if (result.qbo.error) {
+                        msg += `\n\n⚠️ QBO booking failed: ${result.qbo.error}`;
+                    } else {
+                        msg += `\n\n📗 QBO Payment recorded (ID: ${result.qbo.paymentId})`;
+                        if (result.qbo.feeBooked) msg += '\n📗 Processing fee booked';
+                    }
+                }
+                if (!result.fullyPaid) {
+                    msg += '\n\n⚠️ Partial payment — invoice is not fully paid yet.';
+                }
+                alert(msg);
+                loadInvoices(); // Refresh the list
+            } else if (result.alreadyProcessed) {
+                alert('ℹ️ Stripe payment was already recorded for this invoice.');
+            } else if (result.status === 'processing') {
+                alert('⏳ ACH payment is processing (typically 3-5 business days).\n\nCheck again later.');
+            } else {
+                alert('ℹ️ No payment received yet.\n\nThe customer may not have clicked the payment link, or the payment is still being processed.');
+            }
+        } else {
+            alert(`❌ Error: ${result.error}`);
+        }
+    } catch (e) {
+        console.error('Check Stripe payment error:', e);
+        alert('Network error checking payment status.');
+    } finally {
+        if (typeof hideSpinner === 'function') hideSpinner();
+    }
+}
+// ============================================================
+// Expose
+// ============================================================
+
+window.invoiceView = {
+    viewPDF, viewHTML, syncFromQBO, resetQbo, markPaid, setEmailStatus, edit, remove,
+    loadInvoices, renderInvoiceView, setStatus, checkStripePayment
+};

public/js/views/quote-view.js

@@ -0,0 +1,101 @@
+/**
+ * quote-view.js — Quote list rendering and actions
+ * Analog to invoice-view.js
+ */
+import { formatDate } from '../utils/helpers.js';
+
+let quotes = [];
+
+export async function loadQuotes() {
+    try {
+        const response = await fetch('/api/quotes');
+        quotes = await response.json();
+        renderQuotes();
+    } catch (error) {
+        console.error('Error loading quotes:', error);
+    }
+}
+
+export function getQuotesData() {
+    return quotes;
+}
+
+export function renderQuotes() {
+    const tbody = document.getElementById('quotes-list');
+    if (!tbody) return;
+
+    tbody.innerHTML = quotes.map(quote => {
+        const total = quote.has_tbd
+            ? `$${parseFloat(quote.total).toFixed(2)}*`
+            : `$${parseFloat(quote.total).toFixed(2)}`;
+        return `
+            <tr>
+                <td class="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">${quote.quote_number}</td>
+                <td class="px-6 py-4 text-sm text-gray-500">${quote.customer_name || 'N/A'}</td>
+                <td class="px-6 py-4 whitespace-nowrap text-sm text-gray-500">${formatDate(quote.quote_date)}</td>
+                <td class="px-6 py-4 whitespace-nowrap text-sm text-gray-900 font-semibold">${total}</td>
+                <td class="px-6 py-4 whitespace-nowrap text-sm font-medium space-x-2">
+                    <button onclick="window.quoteView.viewPDF(${quote.id})" class="text-green-600 hover:text-green-900">PDF</button>
+                    <button onclick="window.quoteView.convertToInvoice(${quote.id})" class="text-purple-600 hover:text-purple-900">→ Invoice</button>
+                    <button onclick="window.quoteView.edit(${quote.id})" class="text-blue-600 hover:text-blue-900">Edit</button>
+                    <button onclick="window.quoteView.remove(${quote.id})" class="text-red-600 hover:text-red-900">Delete</button>
+                </td>
+            </tr>
+        `;
+    }).join('');
+
+    if (quotes.length === 0) {
+        tbody.innerHTML = `<tr><td colspan="5" class="px-6 py-8 text-center text-gray-500">No quotes found.</td></tr>`;
+    }
+}
+
+export function viewPDF(id) {
+    window.open(`/api/quotes/${id}/pdf`, '_blank');
+}
+
+export async function edit(id) {
+    if (typeof window.openQuoteModal === 'function') {
+        await window.openQuoteModal(id);
+    }
+}
+
+export async function remove(id) {
+    if (!confirm('Are you sure you want to delete this quote?')) return;
+    try {
+        const response = await fetch(`/api/quotes/${id}`, { method: 'DELETE' });
+        if (response.ok) loadQuotes();
+        else alert('Error deleting quote');
+    } catch (error) {
+        console.error('Error:', error);
+        alert('Error deleting quote');
+    }
+}
+
+export async function convertToInvoice(quoteId) {
+    if (!confirm('Convert this quote to an invoice?')) return;
+    try {
+        const response = await fetch(`/api/quotes/${quoteId}/convert-to-invoice`, { method: 'POST' });
+        if (response.ok) {
+            const invoice = await response.json();
+            alert(`Invoice ${invoice.invoice_number || '(Draft)'} created successfully!`);
+            if (window.invoiceView) window.invoiceView.loadInvoices();
+            if (typeof window.showTab === 'function') window.showTab('invoices');
+        } else {
+            const error = await response.json();
+            alert(error.error || 'Error converting quote to invoice');
+        }
+    } catch (error) {
+        console.error('Error:', error);
+        alert('Error converting quote to invoice');
+    }
+}
+
+// Expose for onclick handlers
+window.quoteView = {
+    loadQuotes,
+    renderQuotes,
+    viewPDF,
+    edit,
+    remove,
+    convertToInvoice
+};

public/js/views/settings-view.js

@@ -0,0 +1,182 @@
+/**
+ * settings-view.js — Logo upload, QBO import, QBO connection test
+ * Extracted from app.js
+ */
+
+let currentLogoFile = null;
+
+export async function checkCurrentLogo() {
+    try {
+        const response = await fetch('/api/logo-info');
+        if (response.ok) {
+            const data = await response.json();
+            if (data.hasLogo) {
+                document.getElementById('logo-preview').classList.remove('hidden');
+                document.getElementById('logo-image').src = data.logoPath + '?t=' + Date.now();
+            }
+        }
+    } catch (error) {
+        console.error('Error checking logo:', error);
+    }
+}
+
+export async function uploadLogo() {
+    if (!currentLogoFile) {
+        alert('Please select a file first');
+        return;
+    }
+
+    const formData = new FormData();
+    formData.append('logo', currentLogoFile);
+
+    const statusDiv = document.getElementById('upload-status');
+    statusDiv.innerHTML = '<p class="text-blue-600">Uploading...</p>';
+
+    try {
+        const response = await fetch('/api/upload-logo', {
+            method: 'POST',
+            body: formData
+        });
+
+        if (response.ok) {
+            const data = await response.json();
+            statusDiv.innerHTML = '<p class="text-green-600">✓ Logo uploaded successfully!</p>';
+            document.getElementById('logo-preview').classList.remove('hidden');
+            document.getElementById('logo-image').src = data.path + '?t=' + Date.now();
+            document.getElementById('upload-btn').disabled = true;
+            currentLogoFile = null;
+            document.getElementById('logo-filename').textContent = '';
+            document.getElementById('logo-upload').value = '';
+        } else {
+            const error = await response.json();
+            statusDiv.innerHTML = `<p class="text-red-600">✗ Error: ${error.error}</p>`;
+        }
+    } catch (error) {
+        console.error('Upload error:', error);
+        statusDiv.innerHTML = '<p class="text-red-600">✗ Upload failed</p>';
+    }
+}
+
+export function initSettingsView() {
+    const logoUpload = document.getElementById('logo-upload');
+    if (logoUpload) {
+        logoUpload.addEventListener('change', (e) => {
+            const file = e.target.files[0];
+            if (file) {
+                currentLogoFile = file;
+                document.getElementById('logo-filename').textContent = file.name;
+                document.getElementById('upload-btn').disabled = false;
+            }
+        });
+    }
+}
+
+export async function checkQboOverdue() {
+    const btn = document.querySelector('button[onclick="checkQboOverdue()"]');
+    const resultDiv = document.getElementById('qbo-result');
+    const tbody = document.getElementById('qbo-result-list');
+
+    const originalText = btn.innerHTML;
+    btn.innerHTML = '⏳ Connecting to QBO...';
+    btn.disabled = true;
+    resultDiv.classList.add('hidden');
+    tbody.innerHTML = '';
+
+    try {
+        const response = await fetch('/api/qbo/overdue');
+        const invoices = await response.json();
+
+        if (response.ok) {
+            resultDiv.classList.remove('hidden');
+
+            if (invoices.length === 0) {
+                tbody.innerHTML = '<tr><td colspan="4" class="px-4 py-4 text-center text-gray-500">✅ Good news! No overdue invoices found older than 30 days.</td></tr>';
+            } else {
+                tbody.innerHTML = invoices.map(inv => `
+                    <tr>
+                        <td class="px-4 py-2 font-medium text-gray-900">${inv.DocNumber || '(No Num)'}</td>
+                        <td class="px-4 py-2 text-gray-600">${inv.CustomerRef?.name || 'Unknown'}</td>
+                        <td class="px-4 py-2 text-red-600 font-medium">${inv.DueDate}</td>
+                        <td class="px-4 py-2 text-right font-bold text-gray-800">$${inv.Balance}</td>
+                    </tr>
+                `).join('');
+            }
+            alert(`Success! Connection working. Found ${invoices.length} overdue invoices.`);
+        } else {
+            throw new Error(invoices.error || 'Unknown error');
+        }
+    } catch (error) {
+        console.error('QBO Test Error:', error);
+        alert('❌ Connection Test Failed: ' + error.message);
+        tbody.innerHTML = `<tr><td colspan="4" class="px-4 py-4 text-center text-red-600">Error: ${error.message}</td></tr>`;
+        resultDiv.classList.remove('hidden');
+    } finally {
+        btn.innerHTML = originalText;
+        btn.disabled = false;
+    }
+}
+
+export async function importFromQBO() {
+    if (!confirm(
+        'Alle unbezahlten Rechnungen aus QBO importieren?\n\n' +
+        '• Bereits importierte werden übersprungen\n' +
+        '• Nur Kunden die lokal verknüpft sind\n\n' +
+        'Fortfahren?'
+    )) return;
+
+    const btn = document.querySelector('button[onclick="importFromQBO()"]');
+    const resultDiv = document.getElementById('qbo-import-result');
+
+    const originalText = btn.innerHTML;
+    btn.innerHTML = '⏳ Importiere aus QBO...';
+    btn.disabled = true;
+    resultDiv.classList.add('hidden');
+
+    try {
+        const response = await fetch('/api/qbo/import-unpaid', { method: 'POST' });
+        const result = await response.json();
+
+        resultDiv.classList.remove('hidden');
+
+        if (response.ok) {
+            let html = `<div class="p-4 rounded-lg ${result.imported > 0 ? 'bg-green-50 border border-green-200' : 'bg-blue-50 border border-blue-200'}">`;
+            html += `<p class="font-semibold text-gray-800 mb-2">Import abgeschlossen</p>`;
+            html += `<ul class="text-sm text-gray-700 space-y-1">`;
+            html += `<li>✅ <strong>${result.imported}</strong> Rechnungen importiert</li>`;
+
+            if (result.skipped > 0) {
+                html += `<li>⏭️ <strong>${result.skipped}</strong> bereits vorhanden (übersprungen)</li>`;
+            }
+            if (result.skippedNoCustomer > 0) {
+                html += `<li>⚠️ <strong>${result.skippedNoCustomer}</strong> übersprungen — Kunde nicht verknüpft:</li>`;
+                html += `<li class="ml-4 text-xs text-gray-500">${result.skippedCustomerNames.join(', ')}</li>`;
+            }
+
+            html += `</ul></div>`;
+            resultDiv.innerHTML = html;
+
+            if (result.imported > 0 && window.invoiceView) {
+                window.invoiceView.loadInvoices();
+            }
+        } else {
+            resultDiv.innerHTML = `<div class="p-4 bg-red-50 border border-red-200 rounded-lg">
+                <p class="font-semibold text-red-800">Import fehlgeschlagen</p>
+                <p class="text-sm text-red-600 mt-1">${result.error}</p>
+            </div>`;
+        }
+    } catch (error) {
+        console.error('Import Error:', error);
+        resultDiv.classList.remove('hidden');
+        resultDiv.innerHTML = `<div class="p-4 bg-red-50 border border-red-200 rounded-lg">
+            <p class="text-red-600">Netzwerkfehler beim Import.</p>
+        </div>`;
+    } finally {
+        btn.innerHTML = originalText;
+        btn.disabled = false;
+    }
+}
+
+// Expose for onclick handlers
+window.uploadLogo = uploadLogo;
+window.checkQboOverdue = checkQboOverdue;
+window.importFromQBO = importFromQBO;

public/logo.svg

@@ -0,0 +1,41 @@
+<?xml version="1.0" encoding="UTF-8" standalone="no"?>
+<!-- Created with Inkscape (http://www.inkscape.org/) -->
+
+<svg
+   width="40"
+   height="40"
+   viewBox="0 0 10.583333 10.583333"
+   version="1.1"
+   id="svg1"
+   xmlns="http://www.w3.org/2000/svg"
+   xmlns:svg="http://www.w3.org/2000/svg">
+  <defs
+     id="defs1" />
+  <g
+     id="layer1">
+    <g
+       id="g2"
+       transform="translate(-59.849599,-62.962344)">
+      <g
+         id="g3"
+         transform="matrix(2.4622373,0,0,2.4622373,-103.30064,-98.368198)">
+        <path
+           id="rect4"
+           style="opacity:0.92;fill:#000080;fill-opacity:0;stroke-width:0.0110529;-inkscape-stroke:none;paint-order:markers fill stroke"
+           d="m 69.557843,68.36669 v -1.921262 h -1.960031 v 1.445588 c 0,0.26351 0.212068,0.475674 0.475578,0.475674 z" />
+        <path
+           id="path1"
+           style="opacity:0.92;fill:#000080;stroke-width:0.0110529;-inkscape-stroke:none;paint-order:markers fill stroke"
+           d="m 68.07339,65.851028 c -0.26351,0 -0.475578,0.212067 -0.475578,0.475579 v 0.118821 h 1.960031 v 1.921262 h 0.10113 c 0.26351,0 0.475578,-0.212164 0.475578,-0.475674 v -1.564409 c 0,-0.263512 -0.212068,-0.475579 -0.475578,-0.475579 z" />
+        <path
+           id="rect14"
+           style="opacity:0.92;fill:#0000ff;fill-opacity:0;stroke-width:0.0110529;-inkscape-stroke:none;paint-order:markers fill stroke"
+           d="m 68.587351,69.424584 v -1.960128 h -1.99822 v 1.484453 c 0,0.26351 0.212067,0.475675 0.475577,0.475675 z" />
+        <path
+           id="path2"
+           style="opacity:0.92;fill:#0000ff;stroke-width:0.0110529;-inkscape-stroke:none;paint-order:markers fill stroke"
+           d="m 67.064708,66.908921 c -0.26351,0 -0.475577,0.212068 -0.475577,0.475578 v 0.07996 h 1.99822 v 1.960128 h 0.06294 c 0.263512,0 0.475579,-0.212165 0.475579,-0.475675 v -1.56441 c 0,-0.26351 -0.212067,-0.475578 -0.475579,-0.475578 z" />
+      </g>
+    </g>
+  </g>
+</svg>

qbo_query.js

@@ -0,0 +1,49 @@
+#!/usr/bin/env node
+// qbo_query.js — Quick QBO Query Tool
+//
+// Usage:
+//   node qbo_query.js invoice 110444        # By DocNumber
+//   node qbo_query.js invoice-id 37973      # By QBO ID
+//   node qbo_query.js payment 38733         # By Payment ID
+//   node qbo_query.js query "SELECT * FROM Invoice WHERE Balance = '0' MAXRESULTS 3"
+
+require('dotenv').config();
+const { makeQboApiCall, getOAuthClient } = require('./qbo_helper');
+
+async function main() {
+    const [type, value] = process.argv.slice(2);
+    if (!type || !value) {
+        console.log('Usage:\n  node qbo_query.js invoice <DocNumber>\n  node qbo_query.js invoice-id <QBO_ID>\n  node qbo_query.js payment <Payment_ID>\n  node qbo_query.js query "<QUERY>"');
+        process.exit(1);
+    }
+
+    const oauthClient = getOAuthClient();
+    const companyId = oauthClient.getToken().realmId;
+    const base = process.env.QBO_ENVIRONMENT === 'production'
+        ? 'https://quickbooks.api.intuit.com'
+        : 'https://sandbox-quickbooks.api.intuit.com';
+
+    let url;
+    if (type === 'invoice') {
+        url = `${base}/v3/company/${companyId}/query?query=${encodeURI(`SELECT * FROM Invoice WHERE DocNumber = '${value}'`)}`;
+    } else if (type === 'invoice-id') {
+        url = `${base}/v3/company/${companyId}/invoice/${value}`;
+    } else if (type === 'payment') {
+        url = `${base}/v3/company/${companyId}/payment/${value}`;
+    } else if (type === 'query') {
+        url = `${base}/v3/company/${companyId}/query?query=${encodeURI(value)}`;
+    } else {
+        console.error('Unknown type:', type);
+        process.exit(1);
+    }
+
+    try {
+        const response = await makeQboApiCall({ url, method: 'GET' });
+        const data = response.getJson ? response.getJson() : response.json;
+        console.log(JSON.stringify(data, null, 2));
+    } catch (e) {
+        console.error('Error:', e.message);
+    }
+}
+
+main();

schema.sql

@@ -0,0 +1,453 @@
+--
+-- PostgreSQL database dump
+--
+
+\restrict XHJaQEVNwjEtL1FZTBb0Sf7ooBX1Ld95BOqQlHUgJxKe87sxBoQbgpWG7aympDU
+
+-- Dumped from database version 17.6
+-- Dumped by pg_dump version 17.6
+
+SET statement_timeout = 0;
+SET lock_timeout = 0;
+SET idle_in_transaction_session_timeout = 0;
+SET transaction_timeout = 0;
+SET client_encoding = 'UTF8';
+SET standard_conforming_strings = on;
+SELECT pg_catalog.set_config('search_path', '', false);
+SET check_function_bodies = false;
+SET xmloption = content;
+SET client_min_messages = warning;
+SET row_security = off;
+
+SET default_tablespace = '';
+
+SET default_table_access_method = heap;
+
+--
+-- Name: customers; Type: TABLE; Schema: public; Owner: quoteuser
+--
+
+CREATE TABLE public.customers (
+    id integer NOT NULL,
+    name character varying(255) NOT NULL,
+    city character varying(100),
+    state character varying(2),
+    zip_code character varying(10),
+    account_number character varying(50),
+    created_at timestamp without time zone DEFAULT CURRENT_TIMESTAMP,
+    updated_at timestamp without time zone DEFAULT CURRENT_TIMESTAMP,
+    email character varying(255),
+    phone character varying(50),
+    phone2 character varying(50),
+    taxable boolean DEFAULT true,
+    line1 character varying(255),
+    line2 character varying(255),
+    line3 character varying(255),
+    line4 character varying(255),
+    qbo_id character varying(50),
+    qbo_sync_token character varying(50)
+);
+
+
+ALTER TABLE public.customers OWNER TO quoteuser;
+
+--
+-- Name: customers_id_seq; Type: SEQUENCE; Schema: public; Owner: quoteuser
+--
+
+CREATE SEQUENCE public.customers_id_seq
+    AS integer
+    START WITH 1
+    INCREMENT BY 1
+    NO MINVALUE
+    NO MAXVALUE
+    CACHE 1;
+
+
+ALTER SEQUENCE public.customers_id_seq OWNER TO quoteuser;
+
+--
+-- Name: customers_id_seq; Type: SEQUENCE OWNED BY; Schema: public; Owner: quoteuser
+--
+
+ALTER SEQUENCE public.customers_id_seq OWNED BY public.customers.id;
+
+
+--
+-- Name: invoice_items; Type: TABLE; Schema: public; Owner: quoteuser
+--
+
+CREATE TABLE public.invoice_items (
+    id integer NOT NULL,
+    invoice_id integer,
+    quantity character varying(20) NOT NULL,
+    description text NOT NULL,
+    rate character varying(50) NOT NULL,
+    amount character varying(50) NOT NULL,
+    item_order integer NOT NULL,
+    created_at timestamp without time zone DEFAULT CURRENT_TIMESTAMP,
+    qbo_item_id character varying(10) DEFAULT '9'::character varying
+);
+
+
+ALTER TABLE public.invoice_items OWNER TO quoteuser;
+
+--
+-- Name: invoice_items_id_seq; Type: SEQUENCE; Schema: public; Owner: quoteuser
+--
+
+CREATE SEQUENCE public.invoice_items_id_seq
+    AS integer
+    START WITH 1
+    INCREMENT BY 1
+    NO MINVALUE
+    NO MAXVALUE
+    CACHE 1;
+
+
+ALTER SEQUENCE public.invoice_items_id_seq OWNER TO quoteuser;
+
+--
+-- Name: invoice_items_id_seq; Type: SEQUENCE OWNED BY; Schema: public; Owner: quoteuser
+--
+
+ALTER SEQUENCE public.invoice_items_id_seq OWNED BY public.invoice_items.id;
+
+
+--
+-- Name: invoices; Type: TABLE; Schema: public; Owner: quoteuser
+--
+
+CREATE TABLE public.invoices (
+    id integer NOT NULL,
+    invoice_number character varying(50) NOT NULL,
+    customer_id integer,
+    invoice_date date NOT NULL,
+    terms character varying(100) DEFAULT 'Net 30'::character varying,
+    auth_code character varying(255),
+    tax_exempt boolean DEFAULT false,
+    tax_rate numeric(5,2) DEFAULT 8.25,
+    subtotal numeric(10,2) DEFAULT 0,
+    tax_amount numeric(10,2) DEFAULT 0,
+    total numeric(10,2) DEFAULT 0,
+    created_from_quote_id integer,
+    created_at timestamp without time zone DEFAULT CURRENT_TIMESTAMP,
+    updated_at timestamp without time zone DEFAULT CURRENT_TIMESTAMP,
+    qbo_id character varying(50),
+    qbo_sync_token character varying(50),
+    qbo_doc_number character varying(50)
+);
+
+
+ALTER TABLE public.invoices OWNER TO quoteuser;
+
+--
+-- Name: invoices_id_seq; Type: SEQUENCE; Schema: public; Owner: quoteuser
+--
+
+CREATE SEQUENCE public.invoices_id_seq
+    AS integer
+    START WITH 1
+    INCREMENT BY 1
+    NO MINVALUE
+    NO MAXVALUE
+    CACHE 1;
+
+
+ALTER SEQUENCE public.invoices_id_seq OWNER TO quoteuser;
+
+--
+-- Name: invoices_id_seq; Type: SEQUENCE OWNED BY; Schema: public; Owner: quoteuser
+--
+
+ALTER SEQUENCE public.invoices_id_seq OWNED BY public.invoices.id;
+
+
+--
+-- Name: quote_items; Type: TABLE; Schema: public; Owner: quoteuser
+--
+
+CREATE TABLE public.quote_items (
+    id integer NOT NULL,
+    quote_id integer,
+    quantity character varying(20) NOT NULL,
+    description text NOT NULL,
+    rate character varying(50) NOT NULL,
+    amount character varying(50) NOT NULL,
+    item_order integer NOT NULL,
+    created_at timestamp without time zone DEFAULT CURRENT_TIMESTAMP,
+    is_tbd boolean DEFAULT false,
+    qbo_item_id character varying(10) DEFAULT '9'::character varying
+);
+
+
+ALTER TABLE public.quote_items OWNER TO quoteuser;
+
+--
+-- Name: quote_items_id_seq; Type: SEQUENCE; Schema: public; Owner: quoteuser
+--
+
+CREATE SEQUENCE public.quote_items_id_seq
+    AS integer
+    START WITH 1
+    INCREMENT BY 1
+    NO MINVALUE
+    NO MAXVALUE
+    CACHE 1;
+
+
+ALTER SEQUENCE public.quote_items_id_seq OWNER TO quoteuser;
+
+--
+-- Name: quote_items_id_seq; Type: SEQUENCE OWNED BY; Schema: public; Owner: quoteuser
+--
+
+ALTER SEQUENCE public.quote_items_id_seq OWNED BY public.quote_items.id;
+
+
+--
+-- Name: quotes; Type: TABLE; Schema: public; Owner: quoteuser
+--
+
+CREATE TABLE public.quotes (
+    id integer NOT NULL,
+    quote_number character varying(50) NOT NULL,
+    customer_id integer,
+    quote_date date NOT NULL,
+    tax_exempt boolean DEFAULT false,
+    tax_rate numeric(5,2) DEFAULT 8.25,
+    subtotal numeric(10,2) DEFAULT 0,
+    tax_amount numeric(10,2) DEFAULT 0,
+    total numeric(10,2) DEFAULT 0,
+    has_tbd boolean DEFAULT false,
+    created_at timestamp without time zone DEFAULT CURRENT_TIMESTAMP,
+    updated_at timestamp without time zone DEFAULT CURRENT_TIMESTAMP,
+    tbd_note text
+);
+
+
+ALTER TABLE public.quotes OWNER TO quoteuser;
+
+--
+-- Name: quotes_id_seq; Type: SEQUENCE; Schema: public; Owner: quoteuser
+--
+
+CREATE SEQUENCE public.quotes_id_seq
+    AS integer
+    START WITH 1
+    INCREMENT BY 1
+    NO MINVALUE
+    NO MAXVALUE
+    CACHE 1;
+
+
+ALTER SEQUENCE public.quotes_id_seq OWNER TO quoteuser;
+
+--
+-- Name: quotes_id_seq; Type: SEQUENCE OWNED BY; Schema: public; Owner: quoteuser
+--
+
+ALTER SEQUENCE public.quotes_id_seq OWNED BY public.quotes.id;
+
+
+--
+-- Name: customers id; Type: DEFAULT; Schema: public; Owner: quoteuser
+--
+
+ALTER TABLE ONLY public.customers ALTER COLUMN id SET DEFAULT nextval('public.customers_id_seq'::regclass);
+
+
+--
+-- Name: invoice_items id; Type: DEFAULT; Schema: public; Owner: quoteuser
+--
+
+ALTER TABLE ONLY public.invoice_items ALTER COLUMN id SET DEFAULT nextval('public.invoice_items_id_seq'::regclass);
+
+
+--
+-- Name: invoices id; Type: DEFAULT; Schema: public; Owner: quoteuser
+--
+
+ALTER TABLE ONLY public.invoices ALTER COLUMN id SET DEFAULT nextval('public.invoices_id_seq'::regclass);
+
+
+--
+-- Name: quote_items id; Type: DEFAULT; Schema: public; Owner: quoteuser
+--
+
+ALTER TABLE ONLY public.quote_items ALTER COLUMN id SET DEFAULT nextval('public.quote_items_id_seq'::regclass);
+
+
+--
+-- Name: quotes id; Type: DEFAULT; Schema: public; Owner: quoteuser
+--
+
+ALTER TABLE ONLY public.quotes ALTER COLUMN id SET DEFAULT nextval('public.quotes_id_seq'::regclass);
+
+
+--
+-- Name: customers customers_pkey; Type: CONSTRAINT; Schema: public; Owner: quoteuser
+--
+
+ALTER TABLE ONLY public.customers
+    ADD CONSTRAINT customers_pkey PRIMARY KEY (id);
+
+
+--
+-- Name: customers customers_qbo_id_key; Type: CONSTRAINT; Schema: public; Owner: quoteuser
+--
+
+ALTER TABLE ONLY public.customers
+    ADD CONSTRAINT customers_qbo_id_key UNIQUE (qbo_id);
+
+
+--
+-- Name: invoice_items invoice_items_pkey; Type: CONSTRAINT; Schema: public; Owner: quoteuser
+--
+
+ALTER TABLE ONLY public.invoice_items
+    ADD CONSTRAINT invoice_items_pkey PRIMARY KEY (id);
+
+
+--
+-- Name: invoices invoices_invoice_number_key; Type: CONSTRAINT; Schema: public; Owner: quoteuser
+--
+
+ALTER TABLE ONLY public.invoices
+    ADD CONSTRAINT invoices_invoice_number_key UNIQUE (invoice_number);
+
+
+--
+-- Name: invoices invoices_pkey; Type: CONSTRAINT; Schema: public; Owner: quoteuser
+--
+
+ALTER TABLE ONLY public.invoices
+    ADD CONSTRAINT invoices_pkey PRIMARY KEY (id);
+
+
+--
+-- Name: quote_items quote_items_pkey; Type: CONSTRAINT; Schema: public; Owner: quoteuser
+--
+
+ALTER TABLE ONLY public.quote_items
+    ADD CONSTRAINT quote_items_pkey PRIMARY KEY (id);
+
+
+--
+-- Name: quotes quotes_pkey; Type: CONSTRAINT; Schema: public; Owner: quoteuser
+--
+
+ALTER TABLE ONLY public.quotes
+    ADD CONSTRAINT quotes_pkey PRIMARY KEY (id);
+
+
+--
+-- Name: quotes quotes_quote_number_key; Type: CONSTRAINT; Schema: public; Owner: quoteuser
+--
+
+ALTER TABLE ONLY public.quotes
+    ADD CONSTRAINT quotes_quote_number_key UNIQUE (quote_number);
+
+
+--
+-- Name: idx_customers_qbo_id; Type: INDEX; Schema: public; Owner: quoteuser
+--
+
+CREATE UNIQUE INDEX idx_customers_qbo_id ON public.customers USING btree (qbo_id);
+
+
+--
+-- Name: idx_invoice_items_invoice_id; Type: INDEX; Schema: public; Owner: quoteuser
+--
+
+CREATE INDEX idx_invoice_items_invoice_id ON public.invoice_items USING btree (invoice_id);
+
+
+--
+-- Name: idx_invoices_created_from_quote; Type: INDEX; Schema: public; Owner: quoteuser
+--
+
+CREATE INDEX idx_invoices_created_from_quote ON public.invoices USING btree (created_from_quote_id);
+
+
+--
+-- Name: idx_invoices_customer_id; Type: INDEX; Schema: public; Owner: quoteuser
+--
+
+CREATE INDEX idx_invoices_customer_id ON public.invoices USING btree (customer_id);
+
+
+--
+-- Name: idx_invoices_invoice_number; Type: INDEX; Schema: public; Owner: quoteuser
+--
+
+CREATE INDEX idx_invoices_invoice_number ON public.invoices USING btree (invoice_number);
+
+
+--
+-- Name: idx_quote_items_quote_id; Type: INDEX; Schema: public; Owner: quoteuser
+--
+
+CREATE INDEX idx_quote_items_quote_id ON public.quote_items USING btree (quote_id);
+
+
+--
+-- Name: idx_quotes_customer_id; Type: INDEX; Schema: public; Owner: quoteuser
+--
+
+CREATE INDEX idx_quotes_customer_id ON public.quotes USING btree (customer_id);
+
+
+--
+-- Name: idx_quotes_quote_number; Type: INDEX; Schema: public; Owner: quoteuser
+--
+
+CREATE INDEX idx_quotes_quote_number ON public.quotes USING btree (quote_number);
+
+
+--
+-- Name: invoice_items invoice_items_invoice_id_fkey; Type: FK CONSTRAINT; Schema: public; Owner: quoteuser
+--
+
+ALTER TABLE ONLY public.invoice_items
+    ADD CONSTRAINT invoice_items_invoice_id_fkey FOREIGN KEY (invoice_id) REFERENCES public.invoices(id) ON DELETE CASCADE;
+
+
+--
+-- Name: invoices invoices_created_from_quote_id_fkey; Type: FK CONSTRAINT; Schema: public; Owner: quoteuser
+--
+
+ALTER TABLE ONLY public.invoices
+    ADD CONSTRAINT invoices_created_from_quote_id_fkey FOREIGN KEY (created_from_quote_id) REFERENCES public.quotes(id);
+
+
+--
+-- Name: invoices invoices_customer_id_fkey; Type: FK CONSTRAINT; Schema: public; Owner: quoteuser
+--
+
+ALTER TABLE ONLY public.invoices
+    ADD CONSTRAINT invoices_customer_id_fkey FOREIGN KEY (customer_id) REFERENCES public.customers(id);
+
+
+--
+-- Name: quote_items quote_items_quote_id_fkey; Type: FK CONSTRAINT; Schema: public; Owner: quoteuser
+--
+
+ALTER TABLE ONLY public.quote_items
+    ADD CONSTRAINT quote_items_quote_id_fkey FOREIGN KEY (quote_id) REFERENCES public.quotes(id) ON DELETE CASCADE;
+
+
+--
+-- Name: quotes quotes_customer_id_fkey; Type: FK CONSTRAINT; Schema: public; Owner: quoteuser
+--
+
+ALTER TABLE ONLY public.quotes
+    ADD CONSTRAINT quotes_customer_id_fkey FOREIGN KEY (customer_id) REFERENCES public.customers(id);
+
+
+--
+-- PostgreSQL database dump complete
+--
+
+\unrestrict XHJaQEVNwjEtL1FZTBb0Sf7ooBX1Ld95BOqQlHUgJxKe87sxBoQbgpWG7aympDU
+

src/config/database.js

@@ -0,0 +1,11 @@
+const { Pool } = require('pg');
+
+const pool = new Pool({
+    user: process.env.DB_USER || 'postgres',
+    host: process.env.DB_HOST || 'localhost',
+    database: process.env.DB_NAME || 'quotes_db',
+    password: process.env.DB_PASSWORD || 'postgres',
+    port: process.env.DB_PORT || 5432,
+});
+
+module.exports = { pool };

src/config/qbo.js

@@ -0,0 +1,27 @@
+// src/config/qbo.js
+const OAuthClient = require('intuit-oauth');
+const { 
+    getOAuthClient: getClient, 
+    saveTokens, 
+    resetOAuthClient,
+    makeQboApiCall // <-- NEU: Direkt hier mit importieren
+} = require('../../qbo_helper');
+
+function getOAuthClient() {
+    return getClient();
+}
+
+function getQboBaseUrl() {
+    return process.env.QBO_ENVIRONMENT === 'production'
+        ? 'https://quickbooks.api.intuit.com'
+        : 'https://sandbox-quickbooks.api.intuit.com';
+}
+
+module.exports = {
+    OAuthClient,
+    getOAuthClient,
+    getQboBaseUrl,
+    saveTokens,
+    resetOAuthClient,
+    makeQboApiCall // <-- NEU: Und sauber weiterreichen
+};

src/index.js

@@ -0,0 +1,135 @@
+/**
+ * Quote & Invoice System - Main Entry Point
+ * Modularized Backend
+ */
+const express = require('express');
+const path = require('path');
+const puppeteer = require('puppeteer');
+
+// Import config
+const { pool } = require('./config/database');
+const { OAuthClient, getOAuthClient, saveTokens } = require('./config/qbo');
+
+// Import routes
+const customerRoutes = require('./routes/customers');
+const quoteRoutes = require('./routes/quotes');
+const invoiceRoutes = require('./routes/invoices');
+const paymentRoutes = require('./routes/payments');
+const qboRoutes = require('./routes/qbo');
+const settingsRoutes = require('./routes/settings');
+
+// Import PDF service for browser initialization
+const { setBrowser } = require('./services/pdf-service');
+
+// Import recurring invoice scheduler
+const { startRecurringScheduler } = require('./services/recurring-service');
+
+const app = express();
+const PORT = process.env.PORT || 3000;
+
+// Global browser instance
+let browser = null;
+
+// Initialize browser on startup
+async function initBrowser() {
+    if (!browser) {
+        console.log('[BROWSER] Launching persistent browser...');
+        browser = await puppeteer.launch({
+            headless: 'new',
+            args: [
+                '--no-sandbox',
+                '--disable-setuid-sandbox',
+                '--disable-dev-shm-usage',
+                '--disable-gpu',
+                '--disable-software-rasterizer',
+                '--no-zygote',
+                '--single-process'
+            ],
+            protocolTimeout: 180000,
+            timeout: 180000
+        });
+        console.log('[BROWSER] Browser launched and ready');
+        
+        // Pass browser to PDF service
+        setBrowser(browser);
+        
+        // Restart browser if it crashes
+        browser.on('disconnected', () => {
+            console.log('[BROWSER] Browser disconnected, restarting...');
+            browser = null;
+            setBrowser(null);
+            initBrowser();
+        });
+    }
+    return browser;
+}
+
+// Middleware
+app.use(express.json());
+app.use(express.static(path.join(__dirname, '..', 'public')));
+
+// =====================================================
+// QBO OAuth Routes — mounted at root level (not under /api/qbo)
+// These must match the Intuit callback URL configuration
+// =====================================================
+app.get('/auth/qbo', (req, res) => {
+    const client = getOAuthClient();
+    const authUri = client.authorizeUri({
+        scope: [OAuthClient.scopes.Accounting],
+        state: 'intuit-qbo-auth'
+    });
+    console.log('🔗 Redirecting to QBO Authorization:', authUri);
+    res.redirect(authUri);
+});
+
+app.get('/auth/qbo/callback', async (req, res) => {
+    const client = getOAuthClient();
+    try {
+        const authResponse = await client.createToken(req.url);
+        console.log('✅ QBO Authorization erfolgreich!');
+        saveTokens();
+        res.redirect('/#settings');
+    } catch (e) {
+        console.error('❌ QBO Authorization fehlgeschlagen:', e);
+        res.status(500).send(`
+            <h2>QBO Authorization Failed</h2>
+            <p>${e.message || e}</p>
+            <a href="/">Zurück zur App</a>
+        `);
+    }
+});
+
+// =====================================================
+// API Routes
+// =====================================================
+app.use('/api/customers', customerRoutes);
+app.use('/api/quotes', quoteRoutes);
+app.use('/api/invoices', invoiceRoutes);
+app.use('/api/payments', paymentRoutes);
+app.use('/api/qbo', qboRoutes);
+app.use('/api', settingsRoutes);
+
+// Start server
+async function startServer() {
+    await initBrowser();
+    
+    app.listen(PORT, () => {
+        console.log(`Quote System running on port ${PORT}`);
+    });
+
+    // Start recurring invoice scheduler (checks every 24h)
+    startRecurringScheduler();
+}
+
+// Graceful shutdown
+process.on('SIGTERM', async () => {
+    if (browser) {
+        await browser.close();
+    }
+    await pool.end();
+    process.exit(0);
+});
+
+startServer();
+
+module.exports = app;

src/routes/customers.js

@@ -0,0 +1,270 @@
+/**
+ * Customer Routes
+ * Handles customer CRUD operations and QBO sync
+ */
+const express = require('express');
+const router = express.Router();
+const { pool } = require('../config/database');
+const { getOAuthClient, getQboBaseUrl, makeQboApiCall } = require('../config/qbo');
+
+// GET all customers
+router.get('/', async (req, res) => {
+    try {
+        const result = await pool.query('SELECT * FROM customers ORDER BY name');
+        res.json(result.rows);
+    } catch (error) {
+        console.error('Error fetching customers:', error);
+        res.status(500).json({ error: 'Error fetching customers' });
+    }
+});
+
+// POST create customer
+router.post('/', async (req, res) => {
+    const {
+        name, contact, line1, line2, line3, line4, city, state, zip_code,
+        account_number, email, phone, phone2, taxable, remarks
+    } = req.body;
+
+    try {
+        const result = await pool.query(
+            `INSERT INTO customers (name, contact, line1, line2, line3, line4, city, state, zip_code, account_number, email, phone, phone2, taxable, remarks)
+             VALUES ($1, $2, $3, $4, $5, $6, $7, $8, $9, $10, $11, $12, $13, $14, $15) RETURNING *`,
+            [name, contact || null, line1 || null, line2 || null, line3 || null, line4 || null,
+             city || null, state || null, zip_code || null, account_number || null,
+             email || null, phone || null, phone2 || null,
+             taxable !== undefined ? taxable : true, remarks || null]
+        );
+        res.json(result.rows[0]);
+    } catch (error) {
+        console.error('Error creating customer:', error);
+        res.status(500).json({ error: 'Error creating customer' });
+    }
+});
+
+// PUT update customer
+router.put('/:id', async (req, res) => {
+    const { id } = req.params;
+    const {
+        name, contact, line1, line2, line3, line4, city, state, zip_code,
+        account_number, email, phone, phone2, taxable, remarks
+    } = req.body;
+
+    try {
+        const result = await pool.query(
+            `UPDATE customers 
+             SET name = $1, contact = $2, line1 = $3, line2 = $4, line3 = $5, line4 = $6, 
+                 city = $7, state = $8, zip_code = $9, account_number = $10, email = $11, 
+                 phone = $12, phone2 = $13, taxable = $14, remarks = $15, updated_at = CURRENT_TIMESTAMP 
+             WHERE id = $16 
+             RETURNING *`,
+            [name, contact || null, line1 || null, line2 || null, line3 || null, line4 || null,
+             city || null, state || null, zip_code || null, account_number || null,
+             email || null, phone || null, phone2 || null,
+             taxable !== undefined ? taxable : true, remarks || null, id]
+        );
+
+        const customer = result.rows[0];
+
+        // QBO Update
+        if (customer.qbo_id) {
+            try {
+                const oauthClient = getOAuthClient();
+                const companyId = oauthClient.getToken().realmId;
+                const baseUrl = getQboBaseUrl();
+
+                // Get SyncToken
+                const qboRes = await makeQboApiCall({
+                    url: `${baseUrl}/v3/company/${companyId}/customer/${customer.qbo_id}`,
+                    method: 'GET'
+                });
+                const qboData = qboRes.getJson ? qboRes.getJson() : qboRes.json;
+                const syncToken = qboData.Customer?.SyncToken;
+
+                if (syncToken !== undefined) {
+                    const updatePayload = {
+                        Id: customer.qbo_id,
+                        SyncToken: syncToken,
+                        sparse: true,
+                        DisplayName: name,
+                        CompanyName: name,
+                        PrimaryEmailAddr: email ? { Address: email } : undefined,
+                        PrimaryPhone: phone ? { FreeFormNumber: phone } : undefined,
+                        Taxable: taxable !== false,
+                        Notes: remarks || undefined
+                    };
+
+                    // Contact → GivenName / FamilyName
+                    if (contact) {
+                        const parts = contact.trim().split(/\s+/);
+                        if (parts.length >= 2) {
+                            updatePayload.GivenName = parts[0];
+                            updatePayload.FamilyName = parts.slice(1).join(' ');
+                        } else {
+                            updatePayload.GivenName = parts[0];
+                        }
+                    }
+
+                    // Address
+                    const addr = {};
+                    if (line1) addr.Line1 = line1;
+                    if (line2) addr.Line2 = line2;
+                    if (line3) addr.Line3 = line3;
+                    if (line4) addr.Line4 = line4;
+                    if (city) addr.City = city;
+                    if (state) addr.CountrySubDivisionCode = state;
+                    if (zip_code) addr.PostalCode = zip_code;
+                    if (Object.keys(addr).length > 0) updatePayload.BillAddr = addr;
+
+                    console.log(`📤 Updating QBO Customer ${customer.qbo_id} (${name})...`);
+
+                    await makeQboApiCall({
+                        url: `${baseUrl}/v3/company/${companyId}/customer`,
+                        method: 'POST',
+                        headers: { 'Content-Type': 'application/json' },
+                        body: JSON.stringify(updatePayload)
+                    });
+
+                    console.log(`✅ QBO Customer ${customer.qbo_id} updated.`);
+                }
+            } catch (qboError) {
+                console.error(`⚠️ QBO update failed for Customer ${customer.qbo_id}:`, qboError.message);
+            }
+        }
+
+        res.json(customer);
+    } catch (error) {
+        console.error('Error updating customer:', error);
+        res.status(500).json({ error: 'Error updating customer' });
+    }
+});
+
+// DELETE customer
+router.delete('/:id', async (req, res) => {
+    const { id } = req.params;
+
+    try {
+        // Load customer
+        const custResult = await pool.query('SELECT * FROM customers WHERE id = $1', [id]);
+        if (custResult.rows.length === 0) {
+            return res.status(404).json({ error: 'Customer not found' });
+        }
+
+        const customer = custResult.rows[0];
+
+        // Deactivate in QBO if present
+        if (customer.qbo_id) {
+            try {
+                const oauthClient = getOAuthClient();
+                const companyId = oauthClient.getToken().realmId;
+                const baseUrl = getQboBaseUrl();
+
+                // Get SyncToken
+                const qboRes = await makeQboApiCall({
+                    url: `${baseUrl}/v3/company/${companyId}/customer/${customer.qbo_id}`,
+                    method: 'GET'
+                });
+                const qboData = qboRes.getJson ? qboRes.getJson() : qboRes.json;
+                const syncToken = qboData.Customer?.SyncToken;
+
+                if (syncToken !== undefined) {
+                    console.log(`🗑️ Deactivating QBO Customer ${customer.qbo_id} (${customer.name})...`);
+
+                    await makeQboApiCall({
+                        url: `${baseUrl}/v3/company/${companyId}/customer`,
+                        method: 'POST',
+                        headers: { 'Content-Type': 'application/json' },
+                        body: JSON.stringify({
+                            Id: customer.qbo_id,
+                            SyncToken: syncToken,
+                            sparse: true,
+                            Active: false
+                        })
+                    });
+
+                    console.log(`✅ QBO Customer ${customer.qbo_id} deactivated.`);
+                }
+            } catch (qboError) {
+                console.error(`⚠️ QBO deactivate failed for Customer ${customer.qbo_id}:`, qboError.message);
+            }
+        }
+
+        // Delete locally
+        await pool.query('DELETE FROM customers WHERE id = $1', [id]);
+        res.json({ success: true });
+
+    } catch (error) {
+        console.error('Error deleting customer:', error);
+        res.status(500).json({ error: 'Error deleting customer' });
+    }
+});
+
+// POST export customer to QBO
+router.post('/:id/export-qbo', async (req, res) => {
+    const { id } = req.params;
+
+    try {
+        const custResult = await pool.query('SELECT * FROM customers WHERE id = $1', [id]);
+        if (custResult.rows.length === 0) return res.status(404).json({ error: 'Customer not found' });
+        const customer = custResult.rows[0];
+
+        if (customer.qbo_id) return res.status(400).json({ error: 'Customer already in QBO' });
+
+        const oauthClient = getOAuthClient();
+        const companyId = oauthClient.getToken().realmId;
+        const baseUrl = getQboBaseUrl();
+
+        const qboCustomer = {
+            DisplayName: customer.name,
+            CompanyName: customer.name,
+            PrimaryEmailAddr: customer.email ? { Address: customer.email } : undefined,
+            PrimaryPhone: customer.phone ? { FreeFormNumber: customer.phone } : undefined,
+            Taxable: customer.taxable !== false,
+            Notes: customer.remarks || undefined
+        };
+
+        // Contact
+        if (customer.contact) {
+            const parts = customer.contact.trim().split(/\s+/);
+            if (parts.length >= 2) {
+                qboCustomer.GivenName = parts[0];
+                qboCustomer.FamilyName = parts.slice(1).join(' ');
+            } else {
+                qboCustomer.GivenName = parts[0];
+            }
+        }
+
+        // Address
+        const addr = {};
+        if (customer.line1) addr.Line1 = customer.line1;
+        if (customer.line2) addr.Line2 = customer.line2;
+        if (customer.line3) addr.Line3 = customer.line3;
+        if (customer.line4) addr.Line4 = customer.line4;
+        if (customer.city) addr.City = customer.city;
+        if (customer.state) addr.CountrySubDivisionCode = customer.state;
+        if (customer.zip_code) addr.PostalCode = customer.zip_code;
+        if (Object.keys(addr).length > 0) qboCustomer.BillAddr = addr;
+
+        const response = await makeQboApiCall({
+            url: `${baseUrl}/v3/company/${companyId}/customer`,
+            method: 'POST',
+            headers: { 'Content-Type': 'application/json' },
+            body: JSON.stringify(qboCustomer)
+        });
+
+        const data = response.getJson ? response.getJson() : response.json;
+        const qboId = data.Customer?.Id;
+
+        if (!qboId) throw new Error('QBO returned no ID');
+
+        await pool.query('UPDATE customers SET qbo_id = $1 WHERE id = $2', [qboId, id]);
+
+        console.log(`✅ Customer "${customer.name}" exported to QBO (ID: ${qboId})`);
+        res.json({ success: true, qbo_id: qboId, name: customer.name });
+
+    } catch (error) {
+        console.error('QBO Customer Export Error:', error);
+        res.status(500).json({ error: 'Export failed: ' + error.message });
+    }
+});
+
+module.exports = router;

src/routes/payments.js

@@ -0,0 +1,29 @@
+/**
+ * Payment Routes
+ * Handles payment recording and listing
+ */
+const express = require('express');
+const router = express.Router();
+const { pool } = require('../config/database');
+
+// GET all payments
+router.get('/', async (req, res) => {
+    try {
+        const result = await pool.query(`
+            SELECT p.*, c.name as customer_name,
+                   COALESCE(json_agg(json_build_object(
+                       'invoice_id', pi.invoice_id, 'amount', pi.amount, 'invoice_number', i.invoice_number
+                   )) FILTER (WHERE pi.id IS NOT NULL), '[]') as invoices
+            FROM payments p
+            LEFT JOIN customers c ON p.customer_id = c.id
+            LEFT JOIN payment_invoices pi ON pi.payment_id = p.id
+            LEFT JOIN invoices i ON i.id = pi.invoice_id
+            GROUP BY p.id, c.name ORDER BY p.payment_date DESC
+        `);
+        res.json(result.rows);
+    } catch (error) {
+        res.status(500).json({ error: 'Error fetching payments' });
+    }
+});
+
+module.exports = router;

src/routes/qbo.js

@@ -0,0 +1,572 @@
+/**
+ * QBO Routes
+ * Handles QBO sync and data operations
+ * NOTE: OAuth auth/callback routes are in index.js (root-level paths)
+ */
+const express = require('express');
+const router = express.Router();
+const { pool } = require('../config/database');
+const { getOAuthClient, getQboBaseUrl, makeQboApiCall } = require('../config/qbo');
+
+// GET QBO status
+router.get('/status', (req, res) => {
+    try {
+        const client = getOAuthClient();
+        const token = client.getToken();
+        const hasToken = !!(token && token.refresh_token);
+        res.json({ 
+            connected: hasToken,
+            realmId: token?.realmId || null
+        });
+    } catch (e) {
+        res.json({ connected: false });
+    }
+});
+
+// GET bank accounts from QBO
+router.get('/accounts', async (req, res) => {
+    try {
+        const oauthClient = getOAuthClient();
+        const companyId = oauthClient.getToken().realmId;
+        const baseUrl = getQboBaseUrl();
+        const query = "SELECT * FROM Account WHERE AccountType = 'Bank' AND Active = true";
+        const response = await makeQboApiCall({
+            url: `${baseUrl}/v3/company/${companyId}/query?query=${encodeURI(query)}`,
+            method: 'GET'
+        });
+        const data = response.getJson ? response.getJson() : response.json;
+        res.json((data.QueryResponse?.Account || []).map(a => ({ id: a.Id, name: a.Name })));
+    } catch (error) {
+        res.status(500).json({ error: error.message });
+    }
+});
+
+// GET payment methods from QBO
+router.get('/payment-methods', async (req, res) => {
+    try {
+        const oauthClient = getOAuthClient();
+        const companyId = oauthClient.getToken().realmId;
+        const baseUrl = getQboBaseUrl();
+        const query = "SELECT * FROM PaymentMethod WHERE Active = true";
+        const response = await makeQboApiCall({
+            url: `${baseUrl}/v3/company/${companyId}/query?query=${encodeURI(query)}`,
+            method: 'GET'
+        });
+        const data = response.getJson ? response.getJson() : response.json;
+        res.json((data.QueryResponse?.PaymentMethod || []).map(p => ({ id: p.Id, name: p.Name })));
+    } catch (error) {
+        res.status(500).json({ error: error.message });
+    }
+});
+
+// GET labor rate from QBO
+router.get('/labor-rate', async (req, res) => {
+    try {
+        const oauthClient = getOAuthClient();
+        const companyId = oauthClient.getToken().realmId;
+        const baseUrl = getQboBaseUrl();
+
+        const response = await makeQboApiCall({
+            url: `${baseUrl}/v3/company/${companyId}/item/5`,
+            method: 'GET'
+        });
+
+        const data = response.getJson ? response.getJson() : response.json;
+        const rate = data.Item?.UnitPrice || null;
+
+        console.log(`💰 QBO Labor Rate: $${rate}`);
+        res.json({ rate });
+
+    } catch (error) {
+        console.error('Error fetching labor rate:', error);
+        res.json({ rate: null });
+    }
+});
+
+// GET last sync timestamp
+router.get('/last-sync', async (req, res) => {
+    try {
+        const result = await pool.query("SELECT value FROM settings WHERE key = 'last_payment_sync'");
+        res.json({ last_sync: result.rows[0]?.value || null });
+    } catch (error) {
+        res.json({ last_sync: null });
+    }
+});
+
+// GET overdue invoices from QBO
+router.get('/overdue', async (req, res) => {
+    try {
+        const date = new Date();
+        date.setDate(date.getDate() - 30);
+        const dateStr = date.toISOString().split('T')[0];
+
+        console.log(`🔍 Suche in QBO nach unbezahlten Rechnungen fällig vor ${dateStr}...`);
+
+        const query = `SELECT DocNumber, TxnDate, DueDate, Balance, CustomerRef, TotalAmt FROM Invoice WHERE Balance > '0' AND DueDate < '${dateStr}' ORDERBY DueDate ASC`;
+        
+        const oauthClient = getOAuthClient();
+        const companyId = oauthClient.getToken().realmId;
+        const baseUrl = getQboBaseUrl();
+
+        const response = await makeQboApiCall({
+            url: `${baseUrl}/v3/company/${companyId}/query?query=${encodeURI(query)}`,
+            method: 'GET'
+        });
+        
+        const data = response.getJson ? response.getJson() : response.json;
+        const invoices = data.QueryResponse?.Invoice || [];
+        
+        console.log(`✅ ${invoices.length} überfällige Rechnungen gefunden.`);
+        res.json(invoices);
+
+    } catch (error) {
+        console.error("QBO Report Error:", error);
+        res.status(500).json({ error: error.message });
+    }
+});
+
+// POST import unpaid invoices from QBO
+router.post('/import-unpaid', async (req, res) => {
+    const dbClient = await pool.connect();
+    
+    try {
+        const oauthClient = getOAuthClient();
+        const companyId = oauthClient.getToken().realmId;
+        const baseUrl = getQboBaseUrl();
+
+        console.log('📥 QBO Import: Lade unbezahlte Rechnungen...');
+        
+        const query = "SELECT * FROM Invoice WHERE Balance > '0' ORDERBY DocNumber ASC MAXRESULTS 1000";
+        const response = await makeQboApiCall({
+            url: `${baseUrl}/v3/company/${companyId}/query?query=${encodeURI(query)}`,
+            method: 'GET'
+        });
+
+        const data = response.getJson ? response.getJson() : response.json;
+        const qboInvoices = data.QueryResponse?.Invoice || [];
+        
+        console.log(`📋 ${qboInvoices.length} unbezahlte Rechnungen in QBO gefunden.`);
+
+        if (qboInvoices.length === 0) {
+            return res.json({ 
+                success: true, 
+                imported: 0, 
+                skipped: 0, 
+                skippedNoCustomer: 0,
+                message: 'Keine unbezahlten Rechnungen in QBO gefunden.' 
+            });
+        }
+
+        // Load local customers
+        const customersResult = await dbClient.query(
+            'SELECT id, qbo_id, name, taxable FROM customers WHERE qbo_id IS NOT NULL'
+        );
+        const customerMap = new Map();
+        customersResult.rows.forEach(c => customerMap.set(c.qbo_id, c));
+
+        // Get already imported QBO invoices
+        const existingResult = await dbClient.query(
+            'SELECT qbo_id FROM invoices WHERE qbo_id IS NOT NULL'
+        );
+        const existingQboIds = new Set(existingResult.rows.map(r => r.qbo_id));
+
+        let imported = 0;
+        let skipped = 0;
+        let skippedNoCustomer = 0;
+        const skippedCustomerNames = [];
+
+        await dbClient.query('BEGIN');
+
+        for (const qboInv of qboInvoices) {
+            const qboId = String(qboInv.Id);
+            
+            if (existingQboIds.has(qboId)) {
+                skipped++;
+                continue;
+            }
+
+            const customerQboId = String(qboInv.CustomerRef?.value || '');
+            const localCustomer = customerMap.get(customerQboId);
+            
+            if (!localCustomer) {
+                skippedNoCustomer++;
+                const custName = qboInv.CustomerRef?.name || 'Unbekannt';
+                if (!skippedCustomerNames.includes(custName)) {
+                    skippedCustomerNames.push(custName);
+                }
+                continue;
+            }
+
+            const docNumber = qboInv.DocNumber || '';
+            const txnDate = qboInv.TxnDate || new Date().toISOString().split('T')[0];
+            const syncToken = qboInv.SyncToken || '';
+            
+            let terms = 'Net 30';
+            if (qboInv.SalesTermRef?.name) {
+                terms = qboInv.SalesTermRef.name;
+            }
+
+            const taxAmount = qboInv.TxnTaxDetail?.TotalTax || 0;
+            const taxExempt = taxAmount === 0;
+            
+            const total = parseFloat(qboInv.TotalAmt) || 0;
+            const subtotal = total - taxAmount;
+            const taxRate = subtotal > 0 && !taxExempt ? (taxAmount / subtotal * 100) : 8.25;
+
+            const authCode = qboInv.CustomerMemo?.value || '';
+
+            const invoiceResult = await dbClient.query(
+                `INSERT INTO invoices 
+                 (invoice_number, customer_id, invoice_date, terms, auth_code, 
+                  tax_exempt, tax_rate, subtotal, tax_amount, total,
+                  qbo_id, qbo_sync_token, qbo_doc_number)
+                 VALUES ($1, $2, $3, $4, $5, $6, $7, $8, $9, $10, $11, $12, $13)
+                 RETURNING id`,
+                [docNumber, localCustomer.id, txnDate, terms, authCode,
+                 taxExempt, taxRate, subtotal, taxAmount, total,
+                 qboId, syncToken, docNumber]
+            );
+
+            const localInvoiceId = invoiceResult.rows[0].id;
+
+            const lines = qboInv.Line || [];
+            let itemOrder = 0;
+
+            for (const line of lines) {
+                if (line.DetailType !== 'SalesItemLineDetail') continue;
+
+                const detail = line.SalesItemLineDetail || {};
+                const qty = String(detail.Qty || 1);
+                const rate = String(detail.UnitPrice || 0);
+                const amount = String(line.Amount || 0);
+                const description = line.Description || '';
+                
+                const itemRefValue = detail.ItemRef?.value || '9';
+                const itemRefName = (detail.ItemRef?.name || '').toLowerCase();
+                let qboItemId = '9';
+                if (itemRefValue === '5' || itemRefName.includes('labor')) {
+                    qboItemId = '5';
+                }
+
+                await dbClient.query(
+                    `INSERT INTO invoice_items 
+                     (invoice_id, quantity, description, rate, amount, item_order, qbo_item_id)
+                     VALUES ($1, $2, $3, $4, $5, $6, $7)`,
+                    [localInvoiceId, qty, description, rate, amount, itemOrder, qboItemId]
+                );
+                itemOrder++;
+            }
+
+            imported++;
+            console.log(`  ✅ Importiert: #${docNumber} (${localCustomer.name}) - $${total}`);
+        }
+
+        await dbClient.query('COMMIT');
+
+        const message = [
+            `${imported} Rechnungen importiert.`,
+            skipped > 0 ? `${skipped} bereits vorhanden (übersprungen).` : '',
+            skippedNoCustomer > 0 ? `${skippedNoCustomer} übersprungen (Kunde nicht verknüpft: ${skippedCustomerNames.join(', ')}).` : ''
+        ].filter(Boolean).join(' ');
+
+        console.log(`📥 QBO Import abgeschlossen: ${message}`);
+
+        res.json({ 
+            success: true, 
+            imported, 
+            skipped, 
+            skippedNoCustomer,
+            skippedCustomerNames,
+            message 
+        });
+
+    } catch (error) {
+        await dbClient.query('ROLLBACK');
+        console.error('❌ QBO Import Error:', error);
+        res.status(500).json({ error: 'Import fehlgeschlagen: ' + error.message });
+    } finally {
+        dbClient.release();
+    }
+});
+
+// POST record payment in QBO
+router.post('/record-payment', async (req, res) => {
+    const {
+        invoice_payments,
+        payment_date,
+        reference_number,
+        payment_method_id,
+        payment_method_name,
+        deposit_to_account_id,
+        deposit_to_account_name
+    } = req.body;
+
+    if (!invoice_payments || invoice_payments.length === 0) {
+        return res.status(400).json({ error: 'No invoices selected.' });
+    }
+
+    const dbClient = await pool.connect();
+    try {
+        const oauthClient = getOAuthClient();
+        const companyId = oauthClient.getToken().realmId;
+        const baseUrl = getQboBaseUrl();
+
+        const ids = invoice_payments.map(ip => ip.invoice_id);
+        const result = await dbClient.query(
+            `SELECT i.*, c.qbo_id as customer_qbo_id, c.name as customer_name
+             FROM invoices i LEFT JOIN customers c ON i.customer_id = c.id
+             WHERE i.id = ANY($1)`, [ids]
+        );
+        const invoicesData = result.rows;
+
+        const notInQbo = invoicesData.filter(inv => !inv.qbo_id);
+        if (notInQbo.length > 0) {
+            return res.status(400).json({
+                error: `Not in QBO: ${notInQbo.map(i => i.invoice_number || `ID:${i.id}`).join(', ')}`
+            });
+        }
+        const custIds = [...new Set(invoicesData.map(inv => inv.customer_qbo_id))];
+        if (custIds.length > 1) {
+            return res.status(400).json({ error: 'All invoices must belong to the same customer.' });
+        }
+
+        const paymentMap = new Map(invoice_payments.map(ip => [ip.invoice_id, parseFloat(ip.amount)]));
+        const totalAmt = invoice_payments.reduce((s, ip) => s + parseFloat(ip.amount), 0);
+
+        const qboPayment = {
+            CustomerRef: { value: custIds[0] },
+            TotalAmt: totalAmt,
+            TxnDate: payment_date,
+            PaymentRefNum: reference_number || '',
+            PaymentMethodRef: { value: payment_method_id },
+            DepositToAccountRef: { value: deposit_to_account_id },
+            Line: invoicesData.map(inv => ({
+                Amount: paymentMap.get(inv.id) || parseFloat(inv.total),
+                LinkedTxn: [{ TxnId: inv.qbo_id, TxnType: 'Invoice' }]
+            }))
+        };
+
+        console.log(`💰 Payment: $${totalAmt.toFixed(2)} for ${invoicesData.length} invoice(s)`);
+
+        const response = await makeQboApiCall({
+            url: `${baseUrl}/v3/company/${companyId}/payment`,
+            method: 'POST',
+            headers: { 'Content-Type': 'application/json' },
+            body: JSON.stringify(qboPayment)
+        });
+        const data = response.getJson ? response.getJson() : response.json;
+
+        if (!data.Payment) {
+            return res.status(500).json({
+                error: 'QBO Error: ' + (data.Fault?.Error?.[0]?.Message || JSON.stringify(data))
+            });
+        }
+
+        const qboPaymentId = data.Payment.Id;
+        console.log(`✅ QBO Payment ID: ${qboPaymentId}`);
+
+        await dbClient.query('BEGIN');
+        const payResult = await dbClient.query(
+            `INSERT INTO payments (payment_date, reference_number, payment_method, deposit_to_account, total_amount, customer_id, qbo_payment_id)
+             VALUES ($1, $2, $3, $4, $5, $6, $7) RETURNING id`,
+            [payment_date, reference_number || null, payment_method_name || 'Check',
+             deposit_to_account_name || '', totalAmt, invoicesData[0].customer_id, qboPaymentId]
+        );
+        const localPaymentId = payResult.rows[0].id;
+
+        for (const ip of invoice_payments) {
+            const payAmt = parseFloat(ip.amount);
+            const inv = invoicesData.find(i => i.id === ip.invoice_id);
+            const invTotal = inv ? parseFloat(inv.total) : 0;
+
+            await dbClient.query(
+                'INSERT INTO payment_invoices (payment_id, invoice_id, amount) VALUES ($1, $2, $3)',
+                [localPaymentId, ip.invoice_id, payAmt]
+            );
+            if (payAmt >= invTotal) {
+                await dbClient.query(
+                    'UPDATE invoices SET paid_date = $1, updated_at = CURRENT_TIMESTAMP WHERE id = $2',
+                    [payment_date, ip.invoice_id]
+                );
+            }
+        }
+        await dbClient.query('COMMIT');
+
+        res.json({
+            success: true,
+            payment_id: localPaymentId,
+            qbo_payment_id: qboPaymentId,
+            total: totalAmt,
+            invoices_paid: invoice_payments.length,
+            message: `Payment $${totalAmt.toFixed(2)} recorded (QBO: ${qboPaymentId}).`
+        });
+    } catch (error) {
+        await dbClient.query('ROLLBACK').catch(() => {});
+        console.error('❌ Payment Error:', error);
+        res.status(500).json({ error: 'Payment failed: ' + error.message });
+    } finally {
+        dbClient.release();
+    }
+});
+
+// POST sync payments from QBO
+router.post('/sync-payments', async (req, res) => {
+    const dbClient = await pool.connect();
+    try {
+        const openResult = await dbClient.query(`
+            SELECT i.id, i.qbo_id, i.invoice_number, i.total, i.paid_date, i.payment_status,
+                   COALESCE((SELECT SUM(pi.amount) FROM payment_invoices pi WHERE pi.invoice_id = i.id), 0) as local_paid
+            FROM invoices i
+            WHERE i.qbo_id IS NOT NULL
+        `);
+
+        const openInvoices = openResult.rows;
+        if (openInvoices.length === 0) {
+            await dbClient.query("UPDATE settings SET value = $1 WHERE key = 'last_payment_sync'", [new Date().toISOString()]);
+            return res.json({ synced: 0, message: 'All invoices up to date.' });
+        }
+
+        const oauthClient = getOAuthClient();
+        const companyId = oauthClient.getToken().realmId;
+        const baseUrl = getQboBaseUrl();
+
+        const batchSize = 50;
+        const qboInvoices = new Map();
+
+        for (let i = 0; i < openInvoices.length; i += batchSize) {
+            const batch = openInvoices.slice(i, i + batchSize);
+            const ids = batch.map(inv => `'${inv.qbo_id}'`).join(',');
+            const query = `SELECT Id, DocNumber, Balance, TotalAmt, LinkedTxn FROM Invoice WHERE Id IN (${ids})`;
+
+            const response = await makeQboApiCall({
+                url: `${baseUrl}/v3/company/${companyId}/query?query=${encodeURI(query)}`,
+                method: 'GET'
+            });
+            const data = response.getJson ? response.getJson() : response.json;
+            const invoices = data.QueryResponse?.Invoice || [];
+            invoices.forEach(inv => qboInvoices.set(inv.Id, inv));
+        }
+
+        console.log(`🔍 QBO Sync: ${openInvoices.length} offene Invoices, ${qboInvoices.size} aus QBO geladen`);
+
+        let updated = 0;
+        let newPayments = 0;
+
+        await dbClient.query('BEGIN');
+
+        for (const localInv of openInvoices) {
+            const qboInv = qboInvoices.get(localInv.qbo_id);
+            if (!qboInv) continue;
+
+            const qboBalance = parseFloat(qboInv.Balance) || 0;
+            const qboTotal = parseFloat(qboInv.TotalAmt) || 0;
+            const localPaid = parseFloat(localInv.local_paid) || 0;
+
+            if (qboBalance === 0 && qboTotal > 0) {
+                const UNDEPOSITED_FUNDS_ID = '221';
+                let status = 'Paid';
+
+                if (qboInv.LinkedTxn) {
+                    for (const txn of qboInv.LinkedTxn) {
+                        if (txn.TxnType === 'Payment') {
+                            try {
+                                const pmRes = await makeQboApiCall({
+                                    url: `${baseUrl}/v3/company/${companyId}/payment/${txn.TxnId}`,
+                                    method: 'GET'
+                                });
+                                const pmData = pmRes.getJson ? pmRes.getJson() : pmRes.json;
+                                const payment = pmData.Payment;
+                                if (payment && payment.DepositToAccountRef &&
+                                    payment.DepositToAccountRef.value !== UNDEPOSITED_FUNDS_ID) {
+                                    status = 'Deposited';
+                                }
+                            } catch (e) { /* ignore */ }
+                        }
+                    }
+                }
+
+                const needsUpdate = !localInv.paid_date || localInv.payment_status !== status;
+                if (needsUpdate) {
+                    await dbClient.query(
+                        `UPDATE invoices SET 
+                            paid_date = COALESCE(paid_date, CURRENT_DATE),
+                            payment_status = $1, 
+                            updated_at = CURRENT_TIMESTAMP 
+                         WHERE id = $2`,
+                        [status, localInv.id]
+                    );
+                    updated++;
+                    console.log(`   ✅ #${localInv.invoice_number}: ${status}`);
+                }
+
+                const diff = qboTotal - localPaid;
+                if (diff > 0.01) {
+                    const payResult = await dbClient.query(
+                        `INSERT INTO payments (payment_date, payment_method, total_amount, customer_id, notes, created_at)
+                         VALUES (CURRENT_DATE, 'Synced from QBO', $1, (SELECT customer_id FROM invoices WHERE id = $2), 'Synced from QBO', CURRENT_TIMESTAMP)
+                         RETURNING id`,
+                        [diff, localInv.id]
+                    );
+                    await dbClient.query(
+                        'INSERT INTO payment_invoices (payment_id, invoice_id, amount) VALUES ($1, $2, $3)',
+                        [payResult.rows[0].id, localInv.id, diff]
+                    );
+                    newPayments++;
+                    console.log(`   💰 #${localInv.invoice_number}: +$${diff.toFixed(2)} payment synced`);
+                }
+
+            } else if (qboBalance > 0 && qboBalance < qboTotal) {
+                const qboPaid = qboTotal - qboBalance;
+                const diff = qboPaid - localPaid;
+
+                const needsUpdate = localInv.payment_status !== 'Partial';
+                if (needsUpdate) {
+                    await dbClient.query(
+                        'UPDATE invoices SET payment_status = $1, updated_at = CURRENT_TIMESTAMP WHERE id = $2',
+                        ['Partial', localInv.id]
+                    );
+                    updated++;
+                }
+
+                if (diff > 0.01) {
+                    const payResult = await dbClient.query(
+                        `INSERT INTO payments (payment_date, payment_method, total_amount, customer_id, notes, created_at)
+                         VALUES (CURRENT_DATE, 'Synced from QBO', $1, (SELECT customer_id FROM invoices WHERE id = $2), 'Synced from QBO', CURRENT_TIMESTAMP)
+                         RETURNING id`,
+                        [diff, localInv.id]
+                    );
+                    await dbClient.query(
+                        'INSERT INTO payment_invoices (payment_id, invoice_id, amount) VALUES ($1, $2, $3)',
+                        [payResult.rows[0].id, localInv.id, diff]
+                    );
+                    newPayments++;
+                    console.log(`   📎 #${localInv.invoice_number}: Partial +$${diff.toFixed(2)} ($${qboPaid.toFixed(2)} of $${qboTotal.toFixed(2)})`);
+                }
+            }
+        }
+
+        await dbClient.query(`
+            INSERT INTO settings (key, value) VALUES ('last_payment_sync', $1)
+            ON CONFLICT (key) DO UPDATE SET value = $1
+        `, [new Date().toISOString()]);
+
+        await dbClient.query('COMMIT');
+
+        console.log(`✅ Sync abgeschlossen: ${updated} aktualisiert, ${newPayments} neue Payments`);
+        res.json({
+            synced: updated,
+            new_payments: newPayments,
+            total_checked: openInvoices.length,
+            message: `${updated} invoice(s) updated, ${newPayments} new payment(s) synced.`
+        });
+
+    } catch (error) {
+        await dbClient.query('ROLLBACK').catch(() => {});
+        console.error('❌ Sync Error:', error);
+        res.status(500).json({ error: 'Sync failed: ' + error.message });
+    } finally {
+        dbClient.release();
+    }
+});
+
+module.exports = router;

src/routes/quotes.js

@@ -0,0 +1,370 @@
+/**
+ * Quote Routes
+ * Handles quote CRUD operations and PDF generation
+ */
+const express = require('express');
+const router = express.Router();
+const path = require('path');
+const fs = require('fs').promises;
+const { pool } = require('../config/database');
+const { getNextQuoteNumber } = require('../utils/numberGenerators');
+const { formatDate, formatMoney } = require('../utils/helpers');
+const { getBrowser, generatePdfFromHtml, getLogoHtml, renderQuoteItems, formatAddressLines } = require('../services/pdf-service');
+
+// GET all quotes
+router.get('/', async (req, res) => {
+    try {
+        const result = await pool.query(`
+            SELECT q.*, c.name as customer_name
+            FROM quotes q
+            LEFT JOIN customers c ON q.customer_id = c.id
+            ORDER BY q.created_at DESC
+        `);
+        res.json(result.rows);
+    } catch (error) {
+        console.error('Error fetching quotes:', error);
+        res.status(500).json({ error: 'Error fetching quotes' });
+    }
+});
+
+// GET single quote
+router.get('/:id', async (req, res) => {
+    const { id } = req.params;
+    try {
+        const quoteResult = await pool.query(`
+            SELECT q.*, c.name as customer_name, c.line1, c.line2, c.line3, c.line4, c.city, c.state, c.zip_code, c.account_number
+            FROM quotes q
+            LEFT JOIN customers c ON q.customer_id = c.id
+            WHERE q.id = $1
+        `, [id]);
+        
+        if (quoteResult.rows.length === 0) {
+            return res.status(404).json({ error: 'Quote not found' });
+        }
+        
+        const itemsResult = await pool.query(
+            'SELECT * FROM quote_items WHERE quote_id = $1 ORDER BY item_order',
+            [id]
+        );
+        
+        res.json({
+            quote: quoteResult.rows[0],
+            items: itemsResult.rows
+        });
+    } catch (error) {
+        console.error('Error fetching quote:', error);
+        res.status(500).json({ error: 'Error fetching quote' });
+    }
+});
+
+// POST create quote
+router.post('/', async (req, res) => {
+    const { customer_id, quote_date, tax_exempt, items } = req.body;
+    
+    const client = await pool.connect();
+    try {
+        await client.query('BEGIN');
+        
+        const quote_number = await getNextQuoteNumber();
+        
+        let subtotal = 0;
+        let has_tbd = false;
+        
+        for (const item of items) {
+            if (item.rate.toUpperCase() === 'TBD' || item.amount.toUpperCase() === 'TBD') {
+                has_tbd = true;
+            } else {
+                const amount = parseFloat(item.amount.replace(/[$,]/g, ''));
+                if (!isNaN(amount)) {
+                    subtotal += amount;
+                }
+            }
+        }
+        
+        const tax_rate = 8.25;
+        const tax_amount = tax_exempt ? 0 : (subtotal * tax_rate / 100);
+        const total = subtotal + tax_amount;
+        
+        const quoteResult = await client.query(
+            `INSERT INTO quotes (quote_number, customer_id, quote_date, tax_exempt, tax_rate, subtotal, tax_amount, total, has_tbd)
+             VALUES ($1, $2, $3, $4, $5, $6, $7, $8, $9) RETURNING *`,
+            [quote_number, customer_id, quote_date, tax_exempt, tax_rate, subtotal, tax_amount, total, has_tbd]
+        );
+        
+        const quoteId = quoteResult.rows[0].id;
+        
+        for (let i = 0; i < items.length; i++) {
+            await client.query(
+                'INSERT INTO quote_items (quote_id, quantity, description, rate, amount, item_order, qbo_item_id) VALUES ($1, $2, $3, $4, $5, $6, $7)',
+                [quoteId, items[i].quantity, items[i].description, items[i].rate, items[i].amount, i, items[i].qbo_item_id || '9']
+            );
+        }
+        
+        await client.query('COMMIT');
+        res.json(quoteResult.rows[0]);
+    } catch (error) {
+        await client.query('ROLLBACK');
+        console.error('Error creating quote:', error);
+        res.status(500).json({ error: 'Error creating quote' });
+    } finally {
+        client.release();
+    }
+});
+
+// PUT update quote
+router.put('/:id', async (req, res) => {
+    const { id } = req.params;
+    const { customer_id, quote_date, tax_exempt, items } = req.body;
+    
+    const client = await pool.connect();
+    try {
+        await client.query('BEGIN');
+        
+        let subtotal = 0;
+        let has_tbd = false;
+        
+        for (const item of items) {
+            if (item.rate.toUpperCase() === 'TBD' || item.amount.toUpperCase() === 'TBD') {
+                has_tbd = true;
+            } else {
+                const amount = parseFloat(item.amount.replace(/[$,]/g, ''));
+                if (!isNaN(amount)) {
+                    subtotal += amount;
+                }
+            }
+        }
+        
+        const tax_rate = 8.25;
+        const tax_amount = tax_exempt ? 0 : (subtotal * tax_rate / 100);
+        const total = subtotal + tax_amount;
+        
+        await client.query(
+            `UPDATE quotes SET customer_id = $1, quote_date = $2, tax_exempt = $3, tax_rate = $4, 
+             subtotal = $5, tax_amount = $6, total = $7, has_tbd = $8, updated_at = CURRENT_TIMESTAMP
+             WHERE id = $9`,
+            [customer_id, quote_date, tax_exempt, tax_rate, subtotal, tax_amount, total, has_tbd, id]
+        );
+        
+        await client.query('DELETE FROM quote_items WHERE quote_id = $1', [id]);
+        
+        for (let i = 0; i < items.length; i++) {
+            await client.query(
+                'INSERT INTO quote_items (quote_id, quantity, description, rate, amount, item_order, qbo_item_id) VALUES ($1, $2, $3, $4, $5, $6, $7)',
+                [id, items[i].quantity, items[i].description, items[i].rate, items[i].amount, i, items[i].qbo_item_id || '9']
+            );
+        }
+        
+        await client.query('COMMIT');
+        res.json({ success: true });
+    } catch (error) {
+        await client.query('ROLLBACK');
+        console.error('Error updating quote:', error);
+        res.status(500).json({ error: 'Error updating quote' });
+    } finally {
+        client.release();
+    }
+});
+
+// DELETE quote
+router.delete('/:id', async (req, res) => {
+    const { id } = req.params;
+    const client = await pool.connect();
+    try {
+        await client.query('BEGIN');
+        await client.query('DELETE FROM quote_items WHERE quote_id = $1', [id]);
+        await client.query('DELETE FROM quotes WHERE id = $1', [id]);
+        await client.query('COMMIT');
+        res.json({ success: true });
+    } catch (error) {
+        await client.query('ROLLBACK');
+        console.error('Error deleting quote:', error);
+        res.status(500).json({ error: 'Error deleting quote' });
+    } finally {
+        client.release();
+    }
+});
+
+// GET quote PDF
+router.get('/:id/pdf', async (req, res) => {
+    const { id } = req.params;
+    
+    console.log(`[PDF] Starting quote PDF generation for ID: ${id}`);
+    
+    try {
+        const quoteResult = await pool.query(`
+            SELECT q.*, c.name as customer_name, c.line1, c.line2, c.line3, c.line4, c.city, c.state, c.zip_code, c.account_number
+            FROM quotes q
+            LEFT JOIN customers c ON q.customer_id = c.id
+            WHERE q.id = $1
+        `, [id]);
+        
+        if (quoteResult.rows.length === 0) {
+            return res.status(404).json({ error: 'Quote not found' });
+        }
+        
+        const quote = quoteResult.rows[0];
+        const itemsResult = await pool.query(
+            'SELECT * FROM quote_items WHERE quote_id = $1 ORDER BY item_order',
+            [id]
+        );
+        
+        const templatePath = path.join(__dirname, '..', '..', 'templates', 'quote-template.html');
+        let html = await fs.readFile(templatePath, 'utf-8');
+        
+        const logoHTML = await getLogoHtml();
+        const itemsHTML = renderQuoteItems(itemsResult.rows, quote);
+        
+        let tbdNote = quote.has_tbd ? '<p style="font-size: 12px; margin-top: 20px;"><em>* Note: This quote contains items marked as "TBD". The final total may vary.</em></p>' : '';
+        
+        const streetBlock = formatAddressLines(quote.line1, quote.line2, quote.line3, quote.line4, quote.customer_name);
+        
+        html = html
+            .replace('{{LOGO_HTML}}', logoHTML)
+            .replace('{{CUSTOMER_NAME}}', quote.customer_name || '')
+            .replace('{{CUSTOMER_STREET}}', streetBlock)
+            .replace('{{CUSTOMER_CITY}}', quote.city || '')
+            .replace('{{CUSTOMER_STATE}}', quote.state || '')
+            .replace('{{CUSTOMER_ZIP}}', quote.zip_code || '')
+            .replace('{{QUOTE_NUMBER}}', quote.quote_number)
+            .replace('{{ACCOUNT_NUMBER}}', quote.account_number || '')
+            .replace('{{QUOTE_DATE}}', formatDate(quote.quote_date))
+            .replace('{{ITEMS}}', itemsHTML)
+            .replace('{{TBD_NOTE}}', tbdNote);
+
+        const pdf = await generatePdfFromHtml(html);
+        
+        res.set({
+            'Content-Type': 'application/pdf',
+            'Content-Length': pdf.length,
+            'Content-Disposition': `attachment; filename="Quote-${quote.quote_number}.pdf"`
+        });
+        res.end(pdf, 'binary');
+        console.log('[PDF] Quote PDF sent successfully');
+        
+    } catch (error) {
+        console.error('[PDF] ERROR:', error);
+        res.status(500).json({ error: 'Error generating PDF', details: error.message });
+    }
+});
+
+// GET quote HTML (debug)
+router.get('/:id/html', async (req, res) => {
+    const { id } = req.params;
+    
+    try {
+        const quoteResult = await pool.query(`
+            SELECT q.*, c.name as customer_name, c.line1, c.line2, c.line3, c.line4, c.city, c.state, c.zip_code, c.account_number
+            FROM quotes q
+            LEFT JOIN customers c ON q.customer_id = c.id
+            WHERE q.id = $1
+        `, [id]);
+        
+        if (quoteResult.rows.length === 0) {
+            return res.status(404).json({ error: 'Quote not found' });
+        }
+        
+        const quote = quoteResult.rows[0];
+        const itemsResult = await pool.query(
+            'SELECT * FROM quote_items WHERE quote_id = $1 ORDER BY item_order',
+            [id]
+        );
+        
+        const templatePath = path.join(__dirname, '..', '..', 'templates', 'quote-template.html');
+        let html = await fs.readFile(templatePath, 'utf-8');
+        
+        const logoHTML = await getLogoHtml();
+        const itemsHTML = renderQuoteItems(itemsResult.rows, quote);
+        
+        let tbdNote = quote.has_tbd ? '<p style="font-size: 12px; margin-top: 20px;"><em>* Note: This quote contains items marked as "TBD". The final total may vary.</em></p>' : '';
+        
+        const streetBlock = formatAddressLines(quote.line1, quote.line2, quote.line3, quote.line4, quote.customer_name);
+        
+        html = html
+            .replace('{{LOGO_HTML}}', logoHTML)
+            .replace('{{CUSTOMER_NAME}}', quote.customer_name || '')
+            .replace('{{CUSTOMER_STREET}}', streetBlock)
+            .replace('{{CUSTOMER_CITY}}', quote.city || '')
+            .replace('{{CUSTOMER_STATE}}', quote.state || '')
+            .replace('{{CUSTOMER_ZIP}}', quote.zip_code || '')
+            .replace('{{QUOTE_NUMBER}}', quote.quote_number)
+            .replace('{{ACCOUNT_NUMBER}}', quote.account_number || '')
+            .replace('{{QUOTE_DATE}}', formatDate(quote.quote_date))
+            .replace('{{ITEMS}}', itemsHTML)
+            .replace('{{TBD_NOTE}}', tbdNote);
+            
+        res.setHeader('Content-Type', 'text/html');
+        res.send(html);
+        
+    } catch (error) {
+        console.error('[HTML] ERROR:', error);
+        res.status(500).json({ error: 'Error generating HTML' });
+    }
+});
+
+// POST convert quote to invoice
+router.post('/:id/convert-to-invoice', async (req, res) => {
+    const { id } = req.params;
+    
+    const client = await pool.connect();
+    try {
+        await client.query('BEGIN');
+        
+        const quoteResult = await pool.query(`
+            SELECT q.*, c.name as customer_name, c.line1, c.line2, c.line3, c.line4, c.city, c.state, c.zip_code, c.account_number
+            FROM quotes q
+            LEFT JOIN customers c ON q.customer_id = c.id
+            WHERE q.id = $1
+        `, [id]);
+        
+        if (quoteResult.rows.length === 0) {
+            await client.query('ROLLBACK');
+            return res.status(404).json({ error: 'Quote not found' });
+        }
+        
+        const quote = quoteResult.rows[0];
+        
+        const itemsResult = await pool.query(
+            'SELECT * FROM quote_items WHERE quote_id = $1 ORDER BY item_order',
+            [id]
+        );
+        
+        const hasTBD = itemsResult.rows.some(item => 
+            item.rate.toUpperCase() === 'TBD' || item.amount.toUpperCase() === 'TBD'
+        );
+        
+        if (hasTBD) {
+            await client.query('ROLLBACK');
+            return res.status(400).json({ error: 'Cannot convert quote with TBD items to invoice. Please update all TBD items first.' });
+        }
+        
+        const invoice_number = null; 
+        const invoiceDate = new Date().toISOString().split('T')[0];
+        
+        const invoiceResult = await client.query(
+            `INSERT INTO invoices (invoice_number, customer_id, invoice_date, terms, auth_code, tax_exempt, tax_rate, subtotal, tax_amount, total, created_from_quote_id)
+             VALUES ($1, $2, $3, $4, $5, $6, $7, $8, $9, $10, $11) RETURNING *`,
+            [invoice_number, quote.customer_id, invoiceDate, 'Net 30', '', quote.tax_exempt, quote.tax_rate, quote.subtotal, quote.tax_amount, quote.total, id]
+        );
+        
+        const invoiceId = invoiceResult.rows[0].id;
+        
+        for (let i = 0; i < itemsResult.rows.length; i++) {
+            const item = itemsResult.rows[i];
+            await client.query(
+                'INSERT INTO invoice_items (invoice_id, quantity, description, rate, amount, item_order, qbo_item_id) VALUES ($1, $2, $3, $4, $5, $6, $7)',
+                [invoiceId, item.quantity, item.description, item.rate, item.amount, i, item.qbo_item_id || '9']
+            );
+        }
+        
+        await client.query('COMMIT');
+        res.json(invoiceResult.rows[0]);
+    } catch (error) {
+        await client.query('ROLLBACK');
+        console.error('Error converting quote to invoice:', error);
+        res.status(500).json({ error: 'Error converting quote to invoice' });
+    } finally {
+        client.release();
+    }
+});
+
+module.exports = router;

src/routes/settings.js

@@ -0,0 +1,71 @@
+/**
+ * Settings Routes
+ * Handles logo upload and settings
+ */
+const express = require('express');
+const router = express.Router();
+const multer = require('multer');
+const path = require('path');
+const fs = require('fs').promises;
+
+// Configure multer for logo upload
+const storage = multer.diskStorage({
+    destination: async (req, file, cb) => {
+        const uploadDir = path.join(__dirname, '..', '..', 'public', 'uploads');
+        try {
+            await fs.mkdir(uploadDir, { recursive: true });
+        } catch (err) {
+            console.error('Error creating upload directory:', err);
+        }
+        cb(null, uploadDir);
+    },
+    filename: (req, file, cb) => {
+        cb(null, 'company-logo.png');
+    }
+});
+
+const upload = multer({
+    storage: storage,
+    limits: { fileSize: 5 * 1024 * 1024 },
+    fileFilter: (req, file, cb) => {
+        if (file.mimetype.startsWith('image/')) {
+            cb(null, true);
+        } else {
+            cb(new Error('Only image files are allowed'));
+        }
+    }
+});
+
+// GET logo info
+router.get('/logo-info', async (req, res) => {
+    try {
+        const logoPath = path.join(__dirname, '..', '..', 'public', 'uploads', 'company-logo.png');
+        try {
+            await fs.access(logoPath);
+            res.json({ hasLogo: true, logoPath: '/uploads/company-logo.png' });
+        } catch {
+            res.json({ hasLogo: false });
+        }
+    } catch (error) {
+        console.error('Error checking logo:', error);
+        res.status(500).json({ error: 'Error checking logo' });
+    }
+});
+
+// POST upload logo
+router.post('/upload-logo', upload.single('logo'), async (req, res) => {
+    try {
+        if (!req.file) {
+            return res.status(400).json({ error: 'No file uploaded' });
+        }
+        res.json({ 
+            message: 'Logo uploaded successfully',
+            path: '/uploads/company-logo.png'
+        });
+    } catch (error) {
+        console.error('Upload error:', error);
+        res.status(500).json({ error: 'Error uploading logo' });
+    }
+});
+
+module.exports = router;

src/services/email-service.js

@@ -0,0 +1,134 @@
+// src/services/email-service.js
+const { SESv2Client, SendEmailCommand } = require('@aws-sdk/client-sesv2');
+const nodemailer = require('nodemailer');
+const mjml2html = require('mjml');
+
+const sesClient = new SESv2Client({ 
+    region: process.env.AWS_REGION || 'us-east-2' 
+});
+
+const transporter = nodemailer.createTransport({
+    SES: { 
+        sesClient, 
+        SendEmailCommand 
+    }
+});
+
+function generateInvoiceEmailHtml(invoice, customText, stripePaymentUrl) {
+    const formattedText = customText || ''; 
+
+    // Stripe Pay Button — only if payment link exists
+    let paymentButtonMjml = '';
+    if (stripePaymentUrl) {
+        paymentButtonMjml = `
+            <mj-section background-color="#ffffff" padding="0 30px">
+              <mj-column>
+                <mj-button 
+                  background-color="#635bff" 
+                  color="white" 
+                  border-radius="6px" 
+                  href="${stripePaymentUrl}" 
+                  font-weight="600" 
+                  font-size="16px" 
+                  padding="25px 0 10px 0"
+                  inner-padding="14px 30px"
+                  width="100%">
+                    Pay Online — Credit Card or ACH
+                </mj-button>
+                <mj-text font-size="12px" color="#94a3b8" align="center" padding="0 0 20px 0">
+                  ACH payments incur lower processing fees. Secure payment powered by Stripe.
+                </mj-text>
+              </mj-column>
+            </mj-section>`;
+    }
+
+    const template = `
+    <mjml>
+      <mj-head>
+        <mj-attributes>
+          <mj-all font-family="ui-sans-serif, system-ui, -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, 'Helvetica Neue', Arial, sans-serif" />
+        </mj-attributes>
+        <mj-style inline="inline">
+          .email-body p {
+            margin: 0 0 14px 0 !important;
+          }
+          .email-body p:last-child {
+            margin-bottom: 0 !important;
+          }
+        </mj-style>
+      </mj-head>
+      <mj-body background-color="#f4f4f5">
+        
+        <mj-section padding="0">
+          <mj-column>
+            <mj-spacer height="20px" />
+          </mj-column>
+        </mj-section>
+
+        <mj-section background-color="#ffffff" padding="30px" border-radius="8px 8px 0 0">
+          <mj-column>
+            <mj-text font-size="22px" font-weight="700" color="#1e3a8a" padding="0">
+              Bay Area Affiliates, Inc.
+            </mj-text>
+            <mj-text font-size="15px" color="#64748b" padding="5px 0 0 0">
+              Invoice #${invoice.invoice_number || invoice.id}
+            </mj-text>
+          </mj-column>
+        </mj-section>
+
+        <mj-section background-color="#ffffff" padding="0 30px 30px 30px">
+          <mj-column>
+            <mj-text css-class="email-body" font-size="15px" color="#334155" line-height="1.5" padding="0">
+              ${formattedText}
+            </mj-text>
+          </mj-column>
+        </mj-section>
+
+        ${paymentButtonMjml}
+
+        <mj-section background-color="#ffffff" padding="0 30px 30px 30px" border-radius="0 0 8px 8px">
+          <mj-column>
+            <mj-divider border-color="#e2e8f0" border-width="1px" padding-top="10px" padding-bottom="20px" />
+
+            <mj-text font-size="14px" color="#64748b" line-height="1.5" padding="0">
+              <strong>Prefer to pay by check?</strong><br/>
+              Please make checks payable to Bay Area Affiliates, Inc. and mail to:<br/>
+              1001 Blucher Street<br/>
+              Corpus Christi, Texas 78401
+            </mj-text>
+          </mj-column>
+        </mj-section>
+      </mj-body>
+    </mjml>
+    `;
+
+    const result = mjml2html(template, { validationLevel: 'strict' });
+    
+    if (result.errors && result.errors.length > 0) {
+        console.error('MJML Parse Errors:', result.errors);
+    }
+    
+    return result.html;
+}
+
+async function sendInvoiceEmail(invoice, recipientEmail, customText, stripePaymentUrl, pdfBuffer) {
+    const htmlContent = generateInvoiceEmailHtml(invoice, customText, stripePaymentUrl);
+
+    const mailOptions = {
+        from: '"Bay Area Affiliates Inc. Accounting" <accounting@bayarea-cc.com>',
+        to: recipientEmail,
+        subject: `Invoice #${invoice.invoice_number || invoice.id} from Bay Area Affiliates, Inc.`,
+        html: htmlContent,
+        attachments: [
+            {
+                filename: `Invoice_${invoice.invoice_number || invoice.id}_BayAreaAffiliates.pdf`,
+                content: pdfBuffer,
+                contentType: 'application/pdf'
+            }
+        ]
+    };
+
+    return await transporter.sendMail(mailOptions);
+}
+
+module.exports = { sendInvoiceEmail };

src/services/pdf-service.js

@@ -0,0 +1,206 @@
+/**
+ * PDF Generation Service
+ * Handles HTML to PDF conversion using Puppeteer
+ */
+const path = require('path');
+const fs = require('fs').promises;
+const { formatMoney, formatDate } = require('../utils/helpers');
+
+// Initialize browser - will be set from main app
+let browserInstance = null;
+
+function setBrowser(browser) {
+    browserInstance = browser;
+}
+
+async function getBrowser() {
+    return browserInstance;
+}
+
+/**
+ * Generate PDF from HTML template
+ */
+async function generatePdfFromHtml(html, options = {}) {
+    const {
+        format = 'Letter',
+        margin = { top: '0.5in', right: '0.5in', bottom: '0.5in', left: '0.5in' },
+        printBackground = true
+    } = options;
+
+    const browser = await getBrowser();
+    if (!browser) {
+        throw new Error('Browser not initialized');
+    }
+
+    const page = await browser.newPage();
+    //await page.setContent(html, { waitUntil: 'networkidle0', timeout: 60000 });
+    await page.setContent(html, { waitUntil: 'load', timeout: 5000 });
+
+    const pdf = await page.pdf({
+        format,
+        printBackground,
+        margin
+    });
+    
+    await page.close();
+    return pdf;
+}
+
+/**
+ * Get company logo as base64 HTML
+ */
+async function getLogoHtml() {
+    let logoHTML = '';
+    try {
+        const logoPath = path.join(__dirname, '..', '..', 'public', 'uploads', 'company-logo.png');
+        const logoData = await fs.readFile(logoPath);
+        const logoBase64 = logoData.toString('base64');
+        logoHTML = `<img src="data:image/png;base64,${logoBase64}" alt="Company Logo" class="logo logo-size">`;
+    } catch (err) {
+        // No logo found
+    }
+    return logoHTML;
+}
+
+/**
+ * Render invoice items to HTML table rows
+ */
+function renderInvoiceItems(items, invoice = null) {
+    let itemsHTML = items.map(item => {
+        let rateFormatted = item.rate;
+        if (item.rate.toUpperCase() !== 'TBD' && !item.rate.includes('/')) {
+            const rateNum = parseFloat(item.rate.replace(/[^0-9.]/g, ''));
+            if (!isNaN(rateNum)) rateFormatted = rateNum.toFixed(2);
+        }
+        return `
+        <tr>
+            <td class="qty">${item.quantity}</td>
+            <td class="description">${item.description}</td>
+            <td class="rate">${rateFormatted}</td>
+            <td class="amount">${item.amount}</td>
+        </tr>`;
+    }).join('');
+    
+    // Add subtotal
+    const subtotal = invoice ? invoice.subtotal : 0;
+    itemsHTML += `
+        <tr class="footer-row">
+            <td colspan="3" class="total-label">Subtotal:</td>
+            <td class="total-amount">$${formatMoney(subtotal)}</td>
+        </tr>`;
+    
+    // Add tax if not exempt
+    if (invoice && !invoice.tax_exempt) {
+        itemsHTML += `
+        <tr class="footer-row">
+            <td colspan="3" class="total-label">Tax (${invoice.tax_rate}%):</td>
+            <td class="total-amount">$${formatMoney(invoice.tax_amount)}</td>
+        </tr>`;
+    }
+    
+    // Add total
+    const amountPaid = invoice ? (parseFloat(invoice.amount_paid) || 0) : 0;
+    const total = invoice ? parseFloat(invoice.total) : 0;
+    const balanceDue = total - amountPaid;
+    
+    itemsHTML += `
+        <tr class="footer-row">
+            <td colspan="3" class="total-label" style="font-size: 16px;">TOTAL:</td>
+            <td class="total-amount" style="font-size: 16px;">$${formatMoney(total)}</td>
+        </tr>`;
+    
+    // Add downpayment/balance if partial
+    if (amountPaid > 0) {
+        itemsHTML += `
+        <tr class="footer-row">
+            <td colspan="3" class="total-label" style="color: #059669;">Downpayment:</td>
+            <td class="total-amount" style="color: #059669;">-$${formatMoney(amountPaid)}</td>
+        </tr>
+        <tr class="footer-row">
+            <td colspan="3" class="total-label" style="font-weight: bold; font-size: 16px; border-top: 2px solid #333; padding-top: 8px;">BALANCE DUE:</td>
+            <td class="total-amount" style="font-weight: bold; font-size: 16px; border-top: 2px solid #333; padding-top: 8px;">$${formatMoney(balanceDue)}</td>
+        </tr>`;
+    }
+    
+    // Thank you message
+    itemsHTML += `
+        <tr class="footer-row">
+            <td colspan="4" class="thank-you">Thank you for your business!</td>
+        </tr>`;
+    
+    return itemsHTML;
+}
+
+/**
+ * Render quote items to HTML table rows
+ */
+function renderQuoteItems(items, quote = null) {
+    let itemsHTML = items.map(item => {
+        let rateFormatted = item.rate;
+        if (item.rate.toUpperCase() !== 'TBD' && !item.rate.includes('/')) {
+            const rateNum = parseFloat(item.rate.replace(/[^0-9.]/g, ''));
+            if (!isNaN(rateNum)) rateFormatted = rateNum.toFixed(2);
+        }
+        return `
+        <tr>
+            <td class="qty">${item.quantity}</td>
+            <td class="description">${item.description}</td>
+            <td class="rate">${rateFormatted}</td>
+            <td class="amount">${item.amount}</td>
+        </tr>`;
+    }).join('');
+    
+    // Add subtotal
+    const subtotal = quote ? quote.subtotal : 0;
+    itemsHTML += `
+        <tr class="footer-row">
+            <td colspan="3" class="total-label">Subtotal</td>
+            <td class="total-amount">$${formatMoney(subtotal)}</td>
+        </tr>`;
+    
+    // Add tax if not exempt
+    if (quote && !quote.tax_exempt) {
+        itemsHTML += `
+        <tr class="footer-row">
+            <td colspan="3" class="total-label">Tax (${quote.tax_rate}%)</td>
+            <td class="total-amount">$${formatMoney(quote.tax_amount)}</td>
+        </tr>`;
+    }
+    
+    // Add total
+    const total = quote ? quote.total : 0;
+    itemsHTML += `
+        <tr class="footer-row">
+            <td colspan="3" class="total-label" style="font-size: 16px;">TOTAL</td>
+            <td class="total-amount" style="font-size: 16px;">$${formatMoney(total)}</td>
+        </tr>
+        <tr class="footer-row">
+            <td colspan="4" class="thank-you">This quote is valid for 14 days. We appreciate your business </td>
+        </tr>`;
+    
+    return itemsHTML;
+}
+
+/**
+ * Format address lines for template
+ */
+function formatAddressLines(line1, line2, line3, line4, customerName) {
+    const addressLines = [];
+    if (line1 && line1.trim().toLowerCase() !== (customerName || '').trim().toLowerCase()) {
+        addressLines.push(line1);
+    }
+    if (line2) addressLines.push(line2);
+    if (line3) addressLines.push(line3);
+    if (line4) addressLines.push(line4);
+    return addressLines.join('<br>');
+}
+
+module.exports = {
+    setBrowser,
+    getBrowser,
+    generatePdfFromHtml,
+    getLogoHtml,
+    renderInvoiceItems,
+    renderQuoteItems,
+    formatAddressLines
+};

src/services/qbo-service.js

@@ -0,0 +1,222 @@
+// src/services/qbo-service.js
+/**
+ * QuickBooks Online Service
+ * Handles QBO API interactions
+ */
+const { getOAuthClient, getQboBaseUrl, makeQboApiCall } = require('../config/qbo'); // Sauberer Import
+
+// QBO Item IDs
+const QBO_LABOR_ID = '5';
+const QBO_PARTS_ID = '9';
+
+function getClientInfo() {
+    const oauthClient = getOAuthClient();
+    const companyId = oauthClient.getToken().realmId;
+    const baseUrl = getQboBaseUrl();
+    return { oauthClient, companyId, baseUrl };
+}
+
+/**
+ * Export invoice to QBO
+ */
+async function exportInvoiceToQbo(invoiceId, dbClient) { // <-- Nutzt jetzt dbClient statt pool
+    const invoiceRes = await dbClient.query(`
+        SELECT i.*, c.qbo_id as customer_qbo_id, c.name as customer_name, c.email
+        FROM invoices i
+        LEFT JOIN customers c ON i.customer_id = c.id
+        WHERE i.id = $1
+    `, [invoiceId]);
+
+    const invoice = invoiceRes.rows[0];
+    if (!invoice.customer_qbo_id) return { skipped: true, reason: 'Customer not in QBO' };
+
+    const itemsRes = await dbClient.query('SELECT * FROM invoice_items WHERE invoice_id = $1 ORDER BY item_order', [invoiceId]);
+    const items = itemsRes.rows;
+
+    const { companyId, baseUrl } = getClientInfo();
+
+    // Get next DocNumber
+    const maxNumResult = await dbClient.query(`
+        SELECT GREATEST(
+            COALESCE((SELECT MAX(CAST(qbo_doc_number AS INTEGER)) FROM invoices WHERE qbo_doc_number ~ '^[0-9]+$'), 0),
+            COALESCE((SELECT MAX(CAST(invoice_number AS INTEGER)) FROM invoices WHERE invoice_number ~ '^[0-9]+$'), 0)
+        ) as max_num
+    `);
+    let nextDocNumber = (parseInt(maxNumResult.rows[0].max_num) + 1).toString();
+
+    const lineItems = items.map(item => {
+        const parseNum = (val) => {
+            if (val === null || val === undefined) return 0;
+            if (typeof val === 'number') return val;
+            return parseFloat(String(val).replace(/[^0-9.\-]/g, '')) || 0;
+        };
+        const rate = parseNum(item.rate);
+        const qty = parseNum(item.quantity) || 1;
+        const amount = rate * qty;
+        const itemRefId = item.qbo_item_id || QBO_PARTS_ID;
+        const itemRefName = itemRefId == QBO_LABOR_ID ? "Labor:Labor" : "Parts:Parts";
+
+        return {
+            "DetailType": "SalesItemLineDetail",
+            "Amount": amount,
+            "Description": item.description,
+            "SalesItemLineDetail": {
+                "ItemRef": { "value": itemRefId, "name": itemRefName },
+                "UnitPrice": rate,
+                "Qty": qty
+            }
+        };
+    });
+
+    const qboPayload = {
+        "CustomerRef": { "value": invoice.customer_qbo_id },
+        "DocNumber": nextDocNumber,
+        "TxnDate": invoice.invoice_date.toISOString().split('T')[0],
+        "Line": lineItems,
+        "CustomerMemo": { "value": invoice.auth_code ? `Auth: ${invoice.auth_code}` : "" },
+        "EmailStatus": "NotSet",
+        "BillEmail": { "Address": invoice.email || "" }
+    };
+
+    let qboInvoice = null;
+
+    for (let attempt = 0; attempt < 5; attempt++) {
+        console.log(`📤 QBO Export Invoice (DocNumber: ${qboPayload.DocNumber})...`);
+
+        const response = await makeQboApiCall({
+            url: `${baseUrl}/v3/company/${companyId}/invoice`,
+            method: 'POST',
+            headers: { 'Content-Type': 'application/json' },
+            body: JSON.stringify(qboPayload)
+        });
+
+        const data = response.getJson ? response.getJson() : response.json;
+
+        if (data.Fault?.Error?.[0]?.code === '6140') {
+            console.log(`   ⚠️ DocNumber ${qboPayload.DocNumber} exists, retrying...`);
+            qboPayload.DocNumber = (parseInt(qboPayload.DocNumber) + 1).toString();
+            continue;
+        }
+        if (data.Fault) {
+            const errMsg = data.Fault.Error?.map(e => `${e.code}: ${e.Message} - ${e.Detail}`).join('; ') || JSON.stringify(data.Fault);
+            console.error(`❌ QBO Export Fault:`, errMsg);
+            throw new Error('QBO export failed: ' + errMsg);
+        }
+        qboInvoice = data.Invoice || data;
+        if (qboInvoice.Id) break;
+
+        throw new Error("QBO returned no ID: " + JSON.stringify(data).substring(0, 500));
+    }
+
+    if (!qboInvoice?.Id) throw new Error('Could not find free DocNumber after 5 attempts.');
+
+    await dbClient.query(
+        'UPDATE invoices SET qbo_id = $1, qbo_sync_token = $2, qbo_doc_number = $3, invoice_number = $4 WHERE id = $5',
+        [qboInvoice.Id, qboInvoice.SyncToken, qboInvoice.DocNumber, qboInvoice.DocNumber, invoiceId]
+    );
+
+    console.log(`✅ QBO Invoice created: ID ${qboInvoice.Id}, DocNumber ${qboInvoice.DocNumber}`);
+    return { success: true, qbo_id: qboInvoice.Id, qbo_doc_number: qboInvoice.DocNumber };
+}
+
+/**
+ * Sync invoice to QBO (update)
+ */
+async function syncInvoiceToQbo(invoiceId, dbClient) { // <-- Nutzt jetzt dbClient statt pool
+    const invoiceRes = await dbClient.query(`
+        SELECT i.*, c.qbo_id as customer_qbo_id
+        FROM invoices i
+        LEFT JOIN customers c ON i.customer_id = c.id
+        WHERE i.id = $1
+    `, [invoiceId]);
+
+    const invoice = invoiceRes.rows[0];
+    if (!invoice.qbo_id) return { skipped: true, reason: 'Not in QBO' };
+
+    const itemsRes = await dbClient.query('SELECT * FROM invoice_items WHERE invoice_id = $1 ORDER BY item_order', [invoiceId]);
+
+    const { companyId, baseUrl } = getClientInfo();
+
+    const qboRes = await makeQboApiCall({
+        url: `${baseUrl}/v3/company/${companyId}/invoice/${invoice.qbo_id}`,
+        method: 'GET'
+    });
+
+    const qboData = qboRes.getJson ? qboRes.getJson() : qboRes.json;
+    const currentSyncToken = qboData.Invoice?.SyncToken;
+
+    if (currentSyncToken === undefined) throw new Error('Could not get SyncToken from QBO');
+
+    const lineItems = itemsRes.rows.map(item => {
+        const parseNum = (val) => {
+            if (val === null || val === undefined) return 0;
+            if (typeof val === 'number') return val;
+            return parseFloat(String(val).replace(/[^0-9.\-]/g, '')) || 0;
+        };
+        const rate = parseNum(item.rate);
+        const qty = parseNum(item.quantity) || 1;
+        const amount = rate * qty;
+        const itemRefId = item.qbo_item_id || QBO_PARTS_ID;
+        const itemRefName = itemRefId == QBO_LABOR_ID ? "Labor:Labor" : "Parts:Parts";
+
+        return {
+            "DetailType": "SalesItemLineDetail",
+            "Amount": amount,
+            "Description": item.description,
+            "SalesItemLineDetail": {
+                "ItemRef": { "value": itemRefId, "name": itemRefName },
+                "UnitPrice": rate,
+                "Qty": qty
+            }
+        };
+    });
+
+    const updatePayload = {
+        "Id": invoice.qbo_id,
+        "SyncToken": currentSyncToken,
+        "sparse": true,
+        "Line": lineItems,
+        "CustomerRef": { "value": invoice.customer_qbo_id },
+        "TxnDate": invoice.invoice_date.toISOString().split('T')[0],
+        "CustomerMemo": { "value": invoice.auth_code ? `Auth: ${invoice.auth_code}` : "" }
+    };
+
+    console.log(`📤 QBO Sync Invoice ${invoice.qbo_id}...`);
+
+    const updateRes = await makeQboApiCall({
+        url: `${baseUrl}/v3/company/${companyId}/invoice`,
+        method: 'POST',
+        headers: { 'Content-Type': 'application/json' },
+        body: JSON.stringify(updatePayload)
+    });
+
+    const updateData = updateRes.getJson ? updateRes.getJson() : updateRes.json;
+
+    if (updateData.Fault) {
+        const errMsg = updateData.Fault.Error?.map(e => `${e.code}: ${e.Message} - ${e.Detail}`).join('; ') || JSON.stringify(updateData.Fault);
+        console.error(`❌ QBO Sync Fault:`, errMsg);
+        throw new Error('QBO sync failed: ' + errMsg);
+    }
+
+    const updated = updateData.Invoice || updateData;
+
+    if (!updated.Id) {
+        throw new Error('QBO update returned no ID');
+    }
+
+    await dbClient.query(
+        'UPDATE invoices SET qbo_sync_token = $1, updated_at = CURRENT_TIMESTAMP WHERE id = $2',
+        [updated.SyncToken, invoiceId]
+    );
+
+    console.log(`✅ QBO Invoice ${invoice.qbo_id} synced (SyncToken: ${updated.SyncToken})`);
+    return { success: true, sync_token: updated.SyncToken };
+}
+
+module.exports = {
+    QBO_LABOR_ID,
+    QBO_PARTS_ID,
+    getClientInfo,
+    exportInvoiceToQbo,
+    syncInvoiceToQbo
+};

src/services/recurring-service.js

@@ -0,0 +1,174 @@
+/**
+ * Recurring Invoice Service
+ * Checks daily for recurring invoices that are due and creates new copies.
+ * 
+ * Logic:
+ * - Runs every 24h (and once on startup after 60s delay)
+ * - Finds invoices where is_recurring=true AND next_recurring_date <= today
+ * - Creates a copy with updated invoice_date = next_recurring_date
+ * - Advances next_recurring_date by the interval (monthly/yearly)
+ * - Auto-exports to QBO if customer is linked
+ */
+const { pool } = require('../config/database');
+const { exportInvoiceToQbo } = require('./qbo-service');
+
+const CHECK_INTERVAL_MS = 24 * 60 * 60 * 1000; // 24 hours
+const STARTUP_DELAY_MS = 60 * 1000; // 60 seconds after boot
+
+/**
+ * Calculate next date based on interval
+ */
+function advanceDate(dateStr, interval) {
+    const d = new Date(dateStr);
+    if (interval === 'monthly') {
+        d.setMonth(d.getMonth() + 1);
+    } else if (interval === 'yearly') {
+        d.setFullYear(d.getFullYear() + 1);
+    }
+    return d.toISOString().split('T')[0];
+}
+
+/**
+ * Process all due recurring invoices
+ */
+async function processRecurringInvoices() {
+    const today = new Date().toISOString().split('T')[0];
+    console.log(`🔄 [RECURRING] Checking for due recurring invoices (today: ${today})...`);
+
+    const client = await pool.connect();
+    try {
+        // Find all recurring invoices that are due
+        const dueResult = await client.query(`
+            SELECT i.*, c.qbo_id as customer_qbo_id, c.name as customer_name
+            FROM invoices i
+            LEFT JOIN customers c ON i.customer_id = c.id
+            WHERE i.is_recurring = true 
+              AND i.next_recurring_date IS NOT NULL
+              AND i.next_recurring_date <= $1
+        `, [today]);
+
+        if (dueResult.rows.length === 0) {
+            console.log('🔄 [RECURRING] No recurring invoices due.');
+            return { created: 0 };
+        }
+
+        console.log(`🔄 [RECURRING] Found ${dueResult.rows.length} recurring invoice(s) due.`);
+
+        let created = 0;
+
+        for (const source of dueResult.rows) {
+            await client.query('BEGIN');
+
+            try {
+                // Load items from the source invoice
+                const itemsResult = await client.query(
+                    'SELECT * FROM invoice_items WHERE invoice_id = $1 ORDER BY item_order',
+                    [source.id]
+                );
+
+                const newInvoiceDate = source.next_recurring_date.toISOString().split('T')[0];
+
+                // Create the new invoice (no invoice_number — QBO will assign one)
+                const newInvoice = await client.query(
+                    `INSERT INTO invoices (
+                        invoice_number, customer_id, invoice_date, terms, auth_code,
+                        tax_exempt, tax_rate, subtotal, tax_amount, total,
+                        bill_to_name, recurring_source_id
+                    ) VALUES ($1, $2, $3, $4, $5, $6, $7, $8, $9, $10, $11, $12)
+                    RETURNING *`,
+                    [
+                        `DRAFT-${Date.now()}`,  // Temporary, QBO export will assign real number
+                        source.customer_id,
+                        newInvoiceDate,
+                        source.terms,
+                        source.auth_code,
+                        source.tax_exempt,
+                        source.tax_rate,
+                        source.subtotal,
+                        source.tax_amount,
+                        source.total,
+                        source.bill_to_name,
+                        source.id
+                    ]
+                );
+
+                const newInvoiceId = newInvoice.rows[0].id;
+
+                // Copy items
+                for (let i = 0; i < itemsResult.rows.length; i++) {
+                    const item = itemsResult.rows[i];
+                    await client.query(
+                        `INSERT INTO invoice_items (invoice_id, quantity, description, rate, amount, item_order, qbo_item_id)
+                         VALUES ($1, $2, $3, $4, $5, $6, $7)`,
+                        [newInvoiceId, item.quantity, item.description, item.rate, item.amount, i, item.qbo_item_id || '9']
+                    );
+                }
+
+                // Advance the source invoice's next_recurring_date
+                const nextDate = advanceDate(source.next_recurring_date, source.recurring_interval);
+                await client.query(
+                    'UPDATE invoices SET next_recurring_date = $1, updated_at = CURRENT_TIMESTAMP WHERE id = $2',
+                    [nextDate, source.id]
+                );
+
+                await client.query('COMMIT');
+
+                console.log(`   ✅ Created recurring invoice from #${source.invoice_number || source.id} → new ID ${newInvoiceId} (date: ${newInvoiceDate}), next due: ${nextDate}`);
+
+                // Auto-export to QBO (outside transaction, non-blocking)
+                try {
+                    const dbClient = await pool.connect();
+                    try {
+                        const qboResult = await exportInvoiceToQbo(newInvoiceId, dbClient);
+                        if (qboResult.success) {
+                            console.log(`   📤 Auto-exported to QBO: #${qboResult.qbo_doc_number}`);
+                        } else if (qboResult.skipped) {
+                            console.log(`   ℹ️ QBO export skipped: ${qboResult.reason}`);
+                        }
+                    } finally {
+                        dbClient.release();
+                    }
+                } catch (qboErr) {
+                    console.error(`   ⚠️ QBO auto-export failed for recurring invoice ${newInvoiceId}:`, qboErr.message);
+                }
+
+                created++;
+            } catch (err) {
+                await client.query('ROLLBACK');
+                console.error(`   ❌ Failed to create recurring invoice from #${source.invoice_number || source.id}:`, err.message);
+            }
+        }
+
+        console.log(`🔄 [RECURRING] Done. Created ${created} invoice(s).`);
+        return { created };
+    } catch (error) {
+        console.error('❌ [RECURRING] Error:', error.message);
+        return { created: 0, error: error.message };
+    } finally {
+        client.release();
+    }
+}
+
+/**
+ * Start the recurring invoice scheduler
+ */
+function startRecurringScheduler() {
+    // First check after startup delay
+    setTimeout(() => {
+        console.log('🔄 [RECURRING] Initial check...');
+        processRecurringInvoices();
+    }, STARTUP_DELAY_MS);
+
+    // Then every 24 hours
+    setInterval(() => {
+        processRecurringInvoices();
+    }, CHECK_INTERVAL_MS);
+
+    console.log(`🔄 [RECURRING] Scheduler started (checks every 24h, first check in ${STARTUP_DELAY_MS / 1000}s)`);
+}
+
+module.exports = {
+    processRecurringInvoices,
+    startRecurringScheduler,
+    advanceDate
+};

src/services/stripe-service.js

@@ -0,0 +1,173 @@
+// src/services/stripe-service.js
+/**
+ * Stripe Payment Links Service
+ * Creates payment links for invoices, checks payment status via API polling.
+ * 
+ * No webhooks needed — the app is not internet-facing.
+ * Status is checked on-demand via checkPaymentStatus().
+ */
+
+const stripe = require('stripe')(process.env.STRIPE_SECRET_KEY);
+
+/**
+ * Create a Stripe Payment Link for an invoice.
+ * 
+ * @param {object} invoice - Invoice record from DB
+ * @param {number} invoice.id
+ * @param {string} invoice.invoice_number
+ * @param {number} invoice.total - Total in dollars (e.g. 194.85)
+ * @param {number} invoice.balance - Remaining balance (total - amount_paid)
+ * @param {string} [invoice.customer_name]
+ * @returns {object} { paymentLinkId, paymentLinkUrl }
+ */
+async function createPaymentLink(invoice) {
+    const amountDue = parseFloat(invoice.balance ?? invoice.total);
+    if (!amountDue || amountDue <= 0) {
+        throw new Error('Invoice has no balance due.');
+    }
+
+    const unitAmount = Math.round(amountDue * 100); // Convert dollars to cents
+    const invoiceLabel = `Invoice #${invoice.invoice_number || invoice.id}`;
+
+    console.log(`💳 Creating Stripe Payment Link for ${invoiceLabel} — $${amountDue.toFixed(2)}...`);
+
+    const paymentLink = await stripe.paymentLinks.create({
+        line_items: [{
+            price_data: {
+                currency: 'usd',
+                product_data: {
+                    name: invoiceLabel,
+                    description: invoice.customer_name 
+                        ? `Bay Area Affiliates, Inc. — ${invoice.customer_name}`
+                        : 'Bay Area Affiliates, Inc.'
+                },
+                unit_amount: unitAmount,
+            },
+            quantity: 1,
+        }],
+        metadata: {
+            invoice_id: String(invoice.id),
+            invoice_number: String(invoice.invoice_number || ''),
+            source: 'quote-invoice-system'
+        },
+        payment_method_types: ['card', 'us_bank_account'],
+        // After payment, show a simple confirmation
+        after_completion: {
+            type: 'hosted_confirmation',
+            hosted_confirmation: {
+                custom_message: `Thank you! Your payment for ${invoiceLabel} has been received. Bay Area Affiliates, Inc. will send a confirmation.`
+            }
+        }
+    });
+
+    console.log(`✅ Stripe Payment Link created: ${paymentLink.url}`);
+
+    return {
+        paymentLinkId: paymentLink.id,
+        paymentLinkUrl: paymentLink.url
+    };
+}
+
+/**
+ * Check payment status for a Stripe Payment Link.
+ * Polls completed Checkout Sessions associated with the payment link.
+ * 
+ * @param {string} paymentLinkId - Stripe Payment Link ID (plink_xxx)
+ * @returns {object} { paid, status, details }
+ */
+async function checkPaymentStatus(paymentLinkId) {
+    if (!paymentLinkId) {
+        return { paid: false, status: 'no_link', details: null };
+    }
+
+    console.log(`🔍 Checking Stripe payment status for ${paymentLinkId}...`);
+
+    // List checkout sessions created via this payment link
+    const sessions = await stripe.checkout.sessions.list({
+        payment_link: paymentLinkId,
+        limit: 10,
+        expand: ['data.payment_intent']
+    });
+
+    // Find a completed/paid session
+    const paidSession = sessions.data.find(s => s.payment_status === 'paid');
+
+    if (paidSession) {
+        const pi = paidSession.payment_intent;
+        const paymentMethod = pi?.payment_method_types?.[0] || 'unknown';
+        const amountReceived = (pi?.amount_received || 0) / 100;
+        const stripeFee = calculateStripeFee(amountReceived, paymentMethod);
+
+        console.log(`✅ Payment found! $${amountReceived.toFixed(2)} via ${paymentMethod}`);
+
+        return {
+            paid: true,
+            status: 'paid',
+            details: {
+                sessionId: paidSession.id,
+                paymentIntentId: pi?.id,
+                amountReceived,
+                paymentMethod, // 'card' or 'us_bank_account'
+                customerEmail: paidSession.customer_details?.email,
+                paidAt: new Date(paidSession.created * 1000).toISOString(),
+                stripeFee
+            }
+        };
+    }
+
+    // Check for pending ACH payments (processing state)
+    const pendingSession = sessions.data.find(s => s.payment_status === 'unpaid' && s.status === 'complete');
+    if (pendingSession) {
+        return {
+            paid: false,
+            status: 'processing',
+            details: { note: 'ACH payment is processing (may take 3-5 business days).' }
+        };
+    }
+
+    return { 
+        paid: false, 
+        status: sessions.data.length > 0 ? 'attempted' : 'pending',
+        details: null 
+    };
+}
+
+/**
+ * Deactivate a payment link (e.g. when invoice is voided or amount changes).
+ * 
+ * @param {string} paymentLinkId
+ */
+async function deactivatePaymentLink(paymentLinkId) {
+    if (!paymentLinkId) return;
+    
+    try {
+        await stripe.paymentLinks.update(paymentLinkId, { active: false });
+        console.log(`🚫 Stripe Payment Link ${paymentLinkId} deactivated.`);
+    } catch (e) {
+        console.error(`⚠️ Could not deactivate payment link ${paymentLinkId}:`, e.message);
+    }
+}
+
+/**
+ * Calculate estimated Stripe fee for reference/QBO booking.
+ * Card: 2.9% + $0.30
+ * ACH:  0.8%, capped at $5.00
+ * 
+ * @param {number} amount - Amount in dollars
+ * @param {string} method - 'card' or 'us_bank_account'
+ * @returns {number} Estimated fee in dollars
+ */
+function calculateStripeFee(amount, method) {
+    if (method === 'us_bank_account') {
+        return Math.min(amount * 0.008, 5.00);
+    }
+    // Default: card
+    return (amount * 0.029) + 0.30;
+}
+
+module.exports = {
+    createPaymentLink,
+    checkPaymentStatus,
+    deactivatePaymentLink,
+    calculateStripeFee
+};

src/utils/helpers.js

@@ -0,0 +1,38 @@
+/**
+ * Utility helper functions for the Quote & Invoice System
+ */
+
+function formatDate(date) {
+    const d = new Date(date);
+    const month = String(d.getMonth() + 1).padStart(2, '0');
+    const day = String(d.getDate()).padStart(2, '0');
+    const year = d.getFullYear();
+    return `${month}/${day}/${year}`;
+}
+
+function formatMoney(val) {
+    return parseFloat(val).toLocaleString('en-US', { minimumFractionDigits: 2, maximumFractionDigits: 2 });
+}
+
+function parseNumericValue(val) {
+    if (val === null || val === undefined) return 0;
+    if (typeof val === 'number') return val;
+    return parseFloat(String(val).replace(/[^0-9.\-]/g, '')) || 0;
+}
+
+function formatAddress(address) {
+    if (!address) return '';
+    const lines = [];
+    if (address.line1) lines.push(address.line1);
+    if (address.line2) lines.push(address.line2);
+    if (address.line3) lines.push(address.line3);
+    if (address.line4) lines.push(address.line4);
+    return lines.join('<br>');
+}
+
+module.exports = {
+    formatDate,
+    formatMoney,
+    parseNumericValue,
+    formatAddress
+};

src/utils/numberGenerators.js

@@ -0,0 +1,37 @@
+/**
+ * Number generation utilities for quotes and invoices
+ */
+const { pool } = require('../config/database');
+
+async function getNextQuoteNumber() {
+    const year = new Date().getFullYear();
+    const result = await pool.query(
+        'SELECT quote_number FROM quotes WHERE quote_number LIKE $1 ORDER BY quote_number DESC LIMIT 1',
+        [`${year}-%`]
+    );
+    
+    if (result.rows.length === 0) {
+        return `${year}-001`;
+    }
+    
+    const lastNumber = parseInt(result.rows[0].quote_number.split('-')[1]);
+    const nextNumber = String(lastNumber + 1).padStart(3, '0');
+    return `${year}-${nextNumber}`;
+}
+
+async function getNextInvoiceNumber() {
+    const result = await pool.query(
+        'SELECT MAX(CAST(invoice_number AS INTEGER)) as max_number FROM invoices WHERE invoice_number ~ \'^[0-9]+$\''
+    );
+    
+    if (result.rows.length === 0 || result.rows[0].max_number === null) {
+        return '110508';
+    }
+    
+    return String(parseInt(result.rows[0].max_number) + 1);
+}
+
+module.exports = {
+    getNextQuoteNumber,
+    getNextInvoiceNumber
+};

templates/invoice-template.html

@@ -184,7 +184,6 @@
             font-weight: bold;
             padding-right: 20px !important;
         }
-        
         .total-amount {
             text-align: right;
             font-size: 14px;
@@ -206,6 +205,10 @@
             position: absolute;
             bottom: 0;
         }
+        tr {
+            page-break-inside: avoid;
+            break-inside: avoid;
+        }
     </style>
 </head>
 <body>

templates/quote-template.html

@@ -202,6 +202,10 @@
             position: absolute;
             bottom: 0;
         }
+        tr {
+            page-break-inside: avoid;
+            break-inside: avoid;
+        }
     </style>
 </head>
 <body>