better logging

Dockerfile

@@ -23,7 +23,6 @@ COPY package*.json ./
 RUN npm install --omit=dev
 
 # Copy application files
-COPY server.js ./
 COPY qbo_helper.js ./
 COPY src ./src
 COPY public ./public

backup-invoice-db.sh

@@ -0,0 +1,38 @@
+#!/bin/bash
+# /home/aknuth/scripts/backup-invoice-db.sh
+# Daily PostgreSQL backup for quote-invoice-system → iDrive e2
+
+set -euo pipefail
+
+BACKUP_DIR="/tmp/invoice-backups"
+TIMESTAMP=$(date +%Y%m%d_%H%M%S)
+BACKUP_FILE="invoice_db_${TIMESTAMP}.sql.gz"
+CONTAINER="quote_db"
+DB_USER="quoteuser"
+DB_NAME="quotes_db"
+RCLONE_REMOTE="invoice-backup:invoice-postgresdb"
+RETAIN_DAYS=30
+
+echo "🗄️ [BACKUP] Starting invoice DB backup..."
+
+# Create temp dir
+mkdir -p "$BACKUP_DIR"
+
+# Dump and compress
+docker exec "$CONTAINER" pg_dump -U "$DB_USER" "$DB_NAME" | gzip > "${BACKUP_DIR}/${BACKUP_FILE}"
+
+FILESIZE=$(du -h "${BACKUP_DIR}/${BACKUP_FILE}" | cut -f1)
+echo "📦 Dump complete: ${BACKUP_FILE} (${FILESIZE})"
+
+# Upload to iDrive e2
+rclone copy "${BACKUP_DIR}/${BACKUP_FILE}" "$RCLONE_REMOTE/" --log-level INFO
+echo "☁️ Uploaded to ${RCLONE_REMOTE}/${BACKUP_FILE}"
+
+# Clean up local temp
+rm -f "${BACKUP_DIR}/${BACKUP_FILE}"
+
+# Remove remote backups older than 30 days
+rclone delete "$RCLONE_REMOTE" --min-age "${RETAIN_DAYS}d" --log-level INFO
+echo "🧹 Remote cleanup done (>${RETAIN_DAYS} days)"
+
+echo "✅ [BACKUP] Invoice DB backup complete."

docker-compose.yml

@@ -38,7 +38,11 @@ services:
       QBO_REDIRECT_URI: ${QBO_REDIRECT_URI}
       QBO_REALM_ID: ${QBO_REALM_ID}
       QBO_ACCESS_TOKEN: ${QBO_ACCESS_TOKEN}
-      QBO_REFRESH_TOKEN: ${QBO_REFRESH_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!

package.json

@@ -8,13 +8,17 @@
     "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

@@ -7,61 +7,12 @@
     <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>
     <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">
-    <style>
+    <link rel="stylesheet" href="css/styles.css">
-        .modal {
-            display: none;
-        }
-        .modal.active {
-            display: flex;
-        }
-        /* Invoice/Quote Modal - deutlichere Feldumrandungen */
-        #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;
-        }
-        /* Line Item Felder + Rich Text Editor */
-        #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;
-        }                  
-    </style>
 </head>
 <body class="bg-gray-100">
     <div class="min-h-screen">
@@ -111,7 +62,7 @@
                 </div>
             </div>
 
-           <!-- Invoices Tab -->
+            <!-- Invoices Tab -->
             <div id="invoices-tab" class="tab-content hidden">
                 <div class="flex justify-between items-center mb-4">
                     <h2 class="text-3xl font-bold text-gray-800">Invoices</h2>
@@ -120,7 +71,6 @@
                     </button>
                 </div>
 
-                <!-- Toolbar wird von invoice-view.js injiziert -->
                 <div id="invoice-toolbar"></div>
 
                 <div class="bg-white rounded-lg shadow-md overflow-hidden">
@@ -209,6 +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, 
@@ -224,7 +177,6 @@
                     </div>
 
                     <script>
-                        // QBO Status beim Laden prüfen
                         fetch('/api/qbo/status')
                             .then(r => r.json())
                             .then(data => {
@@ -240,6 +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>
                     
@@ -260,10 +214,10 @@
                                     </tr>
                                 </thead>
                                 <tbody id="qbo-result-list" class="divide-y divide-gray-200 text-sm">
-                                    </tbody>
+                                </tbody>
                             </table>
                         </div>
-                    </div>                    
+                    </div>
                 </div>
             </div>
         </div>
@@ -361,13 +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">
+                            class="px-6 py-2 bg-gray-200 text-gray-700 rounded-md hover:bg-gray-300">Cancel</button>
-                        Cancel
-                    </button>
                     <button type="submit" 
-                            class="px-6 py-2 bg-blue-600 text-white rounded-md hover:bg-blue-700">
+                            class="px-6 py-2 bg-blue-600 text-white rounded-md hover:bg-blue-700">Save Quote</button>
-                        Save Quote
-                    </button>
                 </div>
             </form>
         </div>
@@ -386,7 +336,7 @@
             </div>
             
             <form id="invoice-form" class="space-y-6">
-               <div class="grid grid-cols-6 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" pattern="[0-9]*" 
@@ -451,10 +401,24 @@
                         <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">
-                        <input type="checkbox" id="invoice-tax-exempt" 
+                        <div class="flex items-center">
-                               class="h-4 w-4 text-blue-600 focus:ring-blue-500 border-gray-300 rounded">
+                            <input type="checkbox" id="invoice-tax-exempt" 
-                        <label for="invoice-tax-exempt" class="ml-2 block text-sm text-gray-900">Tax Exempt</label>
+                                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>
                 
@@ -473,7 +437,10 @@
                             + Add Item
                         </button>
                     </div>
-                    <div id="invoice-items"></div>
+                    <div id="invoice-items" 
+                        class="overflow-y-auto pr-1"
+                        style="max-height: 40vh; min-height: 80px;">
+                    </div>
                 </div>
                 
                 <div class="bg-gray-50 p-4 rounded-lg">
@@ -495,35 +462,15 @@
                 
                 <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">
+                            class="px-6 py-2 bg-gray-200 text-gray-700 rounded-md hover:bg-gray-300">Cancel</button>
-                        Cancel
-                    </button>
                     <button type="submit" 
-                            class="px-6 py-2 bg-blue-600 text-white rounded-md hover:bg-blue-700">
+                            class="px-6 py-2 bg-blue-600 text-white rounded-md hover:bg-blue-700">Save Invoice</button>
-                        Save Invoice
-                    </button>
                 </div>
             </form>
         </div>
     </div>
 
-    <script src="app.js"></script>
+    <!-- Single module entry point — all JS loaded from here -->
-    <script type="module">
+    <script type="module" src="js/app.js"></script>
-        import { loadCustomers, renderCustomerView, injectToolbar as injectCustomerToolbar } from './customer-view.js';
-        
-        // Override showTab to inject customer toolbar
-        const originalShowTab = window.showTab;
-        window.showTab = function(tab) {
-            originalShowTab(tab);
-            if (tab === 'customers') {
-                injectCustomerToolbar();
-                renderCustomerView();
-            }
-        };
-        
-        // Load customers on init (needed for quote/invoice dropdowns)
-        loadCustomers();
-    </script>    
-    <script type="module" src="invoice-view-init.js"></script>
 </body>
 </html>

public/invoice-view-init.js

@@ -1,16 +0,0 @@
-// invoice-view-init.js — Bootstrap-Script (type="module")
-import { loadInvoices, renderInvoiceView, injectToolbar } from './invoice-view.js';
-import './payment-modal.js';
-
-if (document.readyState === 'loading') {
-    document.addEventListener('DOMContentLoaded', init);
-} else {
-    init();
-}
-
-function init() {
-    injectToolbar();
-    window.loadInvoices = loadInvoices;
-    window.renderInvoices = renderInvoiceView;
-    loadInvoices();
-}

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 +1,326 @@
+// email-modal.js — ES Module
+// Modal to review and send invoice emails via AWS SES
+// With Stripe Payment Link integration
+
+import { showSpinner, hideSpinner, formatDate  } 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);
+    const customerName = currentInvoice.customer_name || 'Valued Customer';
+
+    // 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.';
+    }
+    
+    // Detect overdue: unpaid + older than 30 days
+    const invoiceDateParsed = currentInvoice.invoice_date 
+        ? new Date(currentInvoice.invoice_date.split('T')[0]) 
+        : null;
+    const daysSinceInvoice = invoiceDateParsed 
+        ? Math.floor((new Date() - invoiceDateParsed) / 86400000) 
+        : 0;
+    const isOverdue = !currentInvoice.paid_date && daysSinceInvoice > 30;
+
+    let defaultHtml = '';
+
+    if (isOverdue) {
+        // Reminder / Overdue template
+        defaultHtml = `
+            <p>Dear ${customerName},</p>
+            <p>We hope this message finds you well. Our records indicate that invoice <strong>#${invoiceNum}</strong> in the amount of <strong>$${totalDue}</strong>, dated ${formatDate(currentInvoice.invoice_date)}, remains unpaid.</p>
+            <p>This invoice is now <strong>${daysSinceInvoice} days past the invoice date</strong>. We kindly request prompt payment at your earliest convenience.</p>
+            <p>For your convenience, you can pay securely online using the payment link included below. We accept both Credit Card and ACH bank transfer.</p>
+            <p>If payment has already been sent, please disregard this notice. Should you have any questions or need to discuss payment arrangements, please do not hesitate to reply to this email.</p>
+            <p>Thank you for your attention to this matter. We value your business and look forward to continuing our partnership.</p>
+            <p>Best regards,</p>
+            <p><strong>Claudia Knuth</strong></p>
+            <p>Bay Area Affiliates, Inc.</p>
+            <p>accounting@bayarea-cc.com</p>
+        `;
+    } else {
+        // Standard template
+        defaultHtml = `
+            <p>Dear ${customerName},</p>
+            <p>Attached is invoice <strong>#${invoiceNum}</strong> for service performed at your location. The total amount due is <strong>$${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/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

@@ -73,7 +73,12 @@ const API = {
             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')
+        getHtml: (id) => window.open(`/api/invoices/${id}/html`, '_blank'),
+        updateSentDates: (id, dates) => fetch(`/api/invoices/${id}/sent-dates`, {
+            method: 'PATCH',
+            headers: { 'Content-Type': 'application/json' },
+            body: JSON.stringify({ sent_dates: dates })
+        }).then(r => r.json())    
     },
 
     // Payment API
@@ -86,6 +91,18 @@ const API = {
         }).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()),

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/invoice-view.js

@@ -184,18 +184,32 @@ function renderInvoiceRow(invoice) {
     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
+        ? 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) {
-        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 $${amountPaid.toFixed(2)}</span>`;
+        // Partial: show delivery status badge + Partial badge
+        if (hasQbo && invoice.email_status === 'sent') {
+            statusBadge = `<span class="inline-block px-2 py-0.5 text-xs font-semibold rounded-full bg-cyan-200 text-cyan-800">Sent</span> `;
+        } else if (hasQbo) {
+            statusBadge = `<span class="inline-block px-2 py-0.5 text-xs font-semibold rounded-full bg-orange-200 text-orange-800">Open</span> `;
+        }
+        statusBadge += `<span class="inline-block px-2 py-0.5 text-xs font-semibold rounded-full bg-yellow-100 text-yellow-800" title="Paid: $${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') {
@@ -204,19 +218,39 @@ function renderInvoiceRow(invoice) {
         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
+    // Send Date — show actual sent dates if available, otherwise scheduled
     let sendDateDisplay = '—';
-    if (invoice.scheduled_send_date) {
+    const sentDates = invoice.sent_dates || [];
+    
+    if (sentDates.length > 0) {
+        // Show most recent sent date
+        const lastSent = sentDates[sentDates.length - 1];
+        sendDateDisplay = formatDate(lastSent);
+        
+        if (sentDates.length > 1) {
+            // Tooltip with all dates
+            const allDates = sentDates.map(d => formatDate(d)).join('&#10;');
+            sendDateDisplay = `<span title="All send dates:&#10;${allDates}" class="cursor-help border-b border-dotted border-gray-400">${formatDate(lastSent)}</span>`;
+            sendDateDisplay += ` <span class="text-xs text-gray-400">(${sentDates.length}x)</span>`;
+        }
+    } else if (invoice.scheduled_send_date) {
+        // No actual sends yet — show scheduled date with indicators
         const sendDate = parseLocalDate(invoice.scheduled_send_date);
         const today = new Date(); today.setHours(0, 0, 0, 0);
         const daysUntil = Math.floor((sendDate - today) / 86400000);
         sendDateDisplay = formatDate(invoice.scheduled_send_date);
-         if (!paid && invoice.email_status !== 'sent') {
+        if (!paid && invoice.email_status !== 'sent' && !overdue) {
             if (daysUntil < 0) sendDateDisplay += ` <span class="text-xs text-red-500">(${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 ${daysUntil}d)</span>`;
         }
     }
+    
+    // Send Date cell — only clickable if actually sent
+    const sendDateClickable = sentDates.length > 0;
+    const sendDateCell = sendDateClickable
+        ? `<span class="cursor-pointer hover:text-blue-600" onclick="window.invoiceView.editSentDates(${invoice.id})" title="Click to edit sent dates">${sendDateDisplay}</span>`
+        : sendDateDisplay;
 
     // Amount column — show balance when partially paid
     let amountDisplay;
@@ -252,12 +286,20 @@ function renderInvoiceRow(invoice) {
 
     // Mark Sent button (right side) — only when open, not paid/partial
     let sendBtn = '';
-    if (hasQbo && !paid && !partial && !overdue && invoice.email_status !== 'sent') {
+    if (hasQbo && !paid && !overdue && invoice.email_status !== 'sent') {
         sendBtn = `<button onclick="window.invoiceView.setEmailStatus(${invoice.id}, 'sent')" class="text-indigo-600 hover:text-indigo-800 text-xs font-medium" title="Mark as sent to customer">📤 Mark Sent</button>`;
     }
-
+    
     const delBtn = `<button onclick="window.invoiceView.remove(${invoice.id})" class="text-red-600 hover:text-red-900">Del</button>`;
 
+    const stripeEmailBtn = (hasQbo && !paid && (invoice.email_status !== 'sent' || ((invoice.email_status === 'sent' && overdue))))
+        ? `<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 `
@@ -265,11 +307,12 @@ function renderInvoiceRow(invoice) {
             <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-600">
-            <td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">${invoice.terms}</td>
+                ${sendDateCell}
+            </td>            <td class="px-4 py-3 whitespace-nowrap text-sm text-gray-500">${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} ${paidBtn} ${delBtn}
+               ${editBtn} ${qboBtn} ${pdfBtn} ${htmlBtn} ${sendBtn} ${stripeEmailBtn} ${stripeCheckBtn} ${paidBtn} ${delBtn}
             </td>
         </tr>`;
 }
@@ -504,12 +547,134 @@ export async function remove(id) {
     try { const r = await fetch(`/api/invoices/${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: ${result.error}`);
+        }
+    } catch (e) {
+        console.error('Check Stripe payment error:', e);
+        alert('Network error checking payment status.');
+    } finally {
+        if (typeof hideSpinner === 'function') hideSpinner();
+    }
+}
+
+async function editSentDates(invoiceId) {
+    const res = await fetch(`/api/invoices/${invoiceId}`);
+    const data = await res.json();
+    const invoice = data.invoice;
+    const sentDates = (invoice.sent_dates || []).map(d => d.split('T')[0]);
+
+    // Build modal
+    let modal = document.getElementById('sent-dates-modal');
+    if (!modal) {
+        modal = document.createElement('div');
+        modal.id = 'sent-dates-modal';
+        modal.className = 'fixed inset-0 bg-black bg-opacity-50 z-50 flex justify-center items-center';
+        document.body.appendChild(modal);
+    }
+
+    modal.innerHTML = `
+        <div class="bg-white rounded-lg shadow-2xl w-full max-w-sm mx-auto p-6">
+            <h3 class="text-lg font-bold text-gray-800 mb-4">Edit Sent Dates</h3>
+            <div id="sent-dates-list" class="space-y-2 mb-4"></div>
+            <button type="button" onclick="window.invoiceView._addSentDateRow()"
+                    class="text-sm text-blue-600 hover:text-blue-800 mb-4">+ Add date</button>
+            <div class="flex justify-end space-x-3 pt-4 border-t">
+                <button onclick="document.getElementById('sent-dates-modal').classList.add('hidden')"
+                        class="px-4 py-2 bg-gray-200 text-gray-700 rounded-md hover:bg-gray-300 text-sm">Cancel</button>
+                <button onclick="window.invoiceView._saveSentDates(${invoiceId})"
+                        class="px-4 py-2 bg-blue-600 text-white rounded-md hover:bg-blue-700 text-sm font-semibold">Save</button>
+            </div>
+        </div>`;
+
+    const list = document.getElementById('sent-dates-list');
+    if (sentDates.length === 0) {
+        _addSentDateRow();
+    } else {
+        sentDates.forEach(d => _addSentDateRow(d));
+    }
+
+    modal.classList.remove('hidden');
+}
+
+function _addSentDateRow(value = '') {
+    const list = document.getElementById('sent-dates-list');
+    if (!list) return;
+
+    const row = document.createElement('div');
+    row.className = 'flex items-center gap-2';
+    row.innerHTML = `
+        <input type="date" value="${value}" class="sent-date-input flex-1 px-3 py-2 border border-gray-300 rounded-md text-sm focus:ring-blue-500 focus:border-blue-500">
+        <button type="button" onclick="this.parentElement.remove()" class="px-2 py-1 bg-red-100 text-red-600 rounded hover:bg-red-200 text-sm">×</button>`;
+    list.appendChild(row);
+}
+
+async function _saveSentDates(invoiceId) {
+    const inputs = document.querySelectorAll('#sent-dates-list .sent-date-input');
+    const dates = [];
+    
+    for (const input of inputs) {
+        if (input.value) dates.push(input.value);
+    }
+
+    try {
+        const response = await fetch(`/api/invoices/${invoiceId}/sent-dates`, {
+            method: 'PATCH',
+            headers: { 'Content-Type': 'application/json' },
+            body: JSON.stringify({ sent_dates: dates })
+        });
+
+        if (response.ok) {
+            document.getElementById('sent-dates-modal').classList.add('hidden');
+            loadInvoices();
+        } else {
+            const err = await response.json();
+            alert(`Error: ${err.error}`);
+        }
+    } catch (e) {
+        console.error('Error updating sent dates:', e);
+        alert('Network error.');
+    }
+}
 // ============================================================
 // Expose
 // ============================================================
 
 window.invoiceView = {
     viewPDF, viewHTML, syncFromQBO, resetQbo, markPaid, setEmailStatus, edit, remove,
-    loadInvoices, renderInvoiceView, setStatus
+    loadInvoices, renderInvoiceView, setStatus, checkStripePayment, editSentDates ,_addSentDateRow, _saveSentDates
 };

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;

qbo_helper.js

@@ -14,6 +14,7 @@ const fs = require('fs');
 const path = require('path');
 
 let oauthClient = null;
+let _lastSavedAccessToken = null;
 const tokenFile = path.join(__dirname, 'qbo_token.json');
 
 const getOAuthClient = () => {
@@ -72,13 +73,16 @@ function saveTokens() {
     try {
         const client = getOAuthClient();
         const token = client.getToken();
-        
+
-        // Debug: Was genau bekommen wir vom Client?
+        // ── NEU: Nur speichern wenn access_token sich tatsächlich geändert hat ──
-        console.log("💾 Speichere Token... refresh_token vorhanden:", !!token.refresh_token, 
+        if (token.access_token === _lastSavedAccessToken) {
-                     "| access_token Länge:", (token.access_token || '').length,
+            return;  // Token unverändert – kein Save, kein Log
-                     "| realmId:", token.realmId || 'FEHLT');
+        }
-        
+        _lastSavedAccessToken = token.access_token;
-        // Sicherstellen dass alle Pflichtfelder vorhanden sind
+
+        const ts = new Date().toISOString().replace('T',' ').substring(0,19);
+        console.log(`[${ts}] 💾 Token changed – saving (realmId: ${token.realmId || 'FEHLT'})`);
+
         const tokenToSave = {
             token_type: token.token_type || 'bearer',
             access_token: token.access_token,
@@ -88,16 +92,17 @@ function saveTokens() {
             realmId: token.realmId || process.env.QBO_REALM_ID,
             createdAt: token.createdAt || new Date().toISOString()
         };
-        
+
         fs.writeFileSync(tokenFile, JSON.stringify(tokenToSave, null, 2));
-        console.log("💾 Tokens erfolgreich in qbo_token.json gespeichert.");
+        console.log(`[${ts}] 💾 Token saved to qbo_token.json`);
     } catch (e) {
-        console.error("❌ Fehler beim Speichern der Tokens:", e.message);
+        console.error(`❌ Fehler beim Speichern der Tokens: ${e.message}`);
     }
 }
 
 async function makeQboApiCall(requestOptions) {
     const client = getOAuthClient();
+    const ts = () => new Date().toISOString().replace('T',' ').substring(0,19);
 
     const currentToken = client.getToken();
     if (!currentToken || !currentToken.refresh_token) {
@@ -105,29 +110,17 @@ async function makeQboApiCall(requestOptions) {
     }
 
     const doRefresh = async () => {
-        console.log("🔄 QBO Token Refresh wird ausgeführt...");
+        console.log(`[${ts()}] 🔄 QBO Token Refresh...`);
-        
-        // Den Refresh Token als String extrahieren
         const refreshTokenStr = currentToken.refresh_token;
-        console.log("🔑 Refresh Token (erste 15 Zeichen):", refreshTokenStr.substring(0, 15) + "...");
-        
         try {
-            // KRITISCHER FIX: refreshUsingToken() statt refresh() verwenden!
-            // 
-            // refresh() ruft intern validateToken() auf, das bei unvollständigem
-            // Token-Objekt "The Refresh token is invalid" wirft — OHNE jemals
-            // Intuit zu kontaktieren.
-            //
-            // refreshUsingToken() akzeptiert den RT als String und umgeht das.
             const authResponse = await client.refreshUsingToken(refreshTokenStr);
-            console.log("✅ Token erfolgreich erneuert via refreshUsingToken().");
+            console.log(`[${ts()}] ✅ Token refreshed via refreshUsingToken()`);
-            saveTokens();
+            saveTokens();  // saveTokens prüft selbst ob sich was geändert hat
             return authResponse;
         } catch (e) {
             const errMsg = e.originalMessage || e.message || String(e);
-            console.error("❌ Refresh fehlgeschlagen:", errMsg);
+            console.error(`[${ts()}] ❌ Refresh failed: ${errMsg}`);
-            if (e.intuit_tid) console.error("   intuit_tid:", e.intuit_tid);
+            if (e.intuit_tid) console.error(`   intuit_tid: ${e.intuit_tid}`);
-            
             if (errMsg.includes('invalid_grant')) {
                 throw new Error(
                     "Der Refresh Token ist bei Intuit ungültig (invalid_grant). " +
@@ -140,35 +133,32 @@ async function makeQboApiCall(requestOptions) {
 
     try {
         const response = await client.makeApiCall(requestOptions);
-        
         const data = response.getJson ? response.getJson() : response.json;
-        
+
         if (data.fault && data.fault.error) {
             const errorCode = data.fault.error[0].code;
-            
             if (errorCode === '3200' || errorCode === '3202' || errorCode === '3100') {
-                console.log(`⚠️ QBO meldet Token-Fehler (${errorCode}). Versuche Refresh und Retry...`);
+                console.log(`[${ts()}] ⚠️ QBO Token-Fehler (${errorCode}) – Refresh & Retry...`);
                 await doRefresh();
                 return await client.makeApiCall(requestOptions);
             }
             throw new Error(`QBO API Error ${errorCode}: ${data.fault.error[0].message}`);
         }
 
-        saveTokens();
+        // ── Kein saveTokens() hier – Token hat sich nicht geändert ──
         return response;
 
     } catch (e) {
-        const isAuthError = 
+        const isAuthError =
-            e.response?.status === 401 || 
+            e.response?.status === 401 ||
-            (e.authResponse && e.authResponse.response && e.authResponse.response.status === 401) ||
+            (e.authResponse?.response?.status === 401) ||
             e.message?.includes('AuthenticationFailed');
 
         if (isAuthError) {
-            console.log("⚠️ 401 Unauthorized / AuthFailed erhalten. Versuche Refresh und Retry...");
+            console.log(`[${ts()}] ⚠️ 401 – Refresh & Retry...`);
             await doRefresh();
             return await client.makeApiCall(requestOptions);
         }
-        
         throw e;
     }
 }

src/config/qbo.js

@@ -1,5 +1,11 @@
+// src/config/qbo.js
 const OAuthClient = require('intuit-oauth');
-const { getOAuthClient: getClient, saveTokens, resetOAuthClient } = require('../../qbo_helper');
+const { 
+    getOAuthClient: getClient, 
+    saveTokens, 
+    resetOAuthClient,
+    makeQboApiCall // <-- NEU: Direkt hier mit importieren
+} = require('../../qbo_helper');
 
 function getOAuthClient() {
     return getClient();
@@ -16,5 +22,6 @@ module.exports = {
     getOAuthClient,
     getQboBaseUrl,
     saveTokens,
-    resetOAuthClient
+    resetOAuthClient,
-};
+    makeQboApiCall // <-- NEU: Und sauber weiterreichen
+};

src/index.js

@@ -2,9 +2,22 @@
  * Quote & Invoice System - Main Entry Point
  * Modularized Backend
  */
+// ── Global timestamp logger – must be first line before any require ──
+const _ts = () => new Date().toISOString().replace('T', ' ').substring(0, 19);
+const _origLog   = console.log.bind(console);
+const _origWarn  = console.warn.bind(console);
+const _origError = console.error.bind(console);
+console.log   = (...a) => _origLog(`[${_ts()}]`, ...a);
+console.warn  = (...a) => _origWarn(`[${_ts()}]`, ...a);
+console.error = (...a) => _origError(`[${_ts()}]`, ...a);
 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');
@@ -16,6 +29,10 @@ 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 { startStripePolling } = require('./services/stripe-poll-service');
+
 const app = express();
 const PORT = process.env.PORT || 3000;
 
@@ -34,8 +51,8 @@ async function initBrowser() {
                 '--disable-dev-shm-usage',
                 '--disable-gpu',
                 '--disable-software-rasterizer',
-                '--no-zygote',
+                '--no-zygote'
-                '--single-process'
+                // '--single-process' WURDE ENTFERNT!
             ],
             protocolTimeout: 180000,
             timeout: 180000
@@ -44,12 +61,17 @@ async function initBrowser() {
         
         // Pass browser to PDF service
         setBrowser(browser);
-        
+
-        // Restart browser if it crashes
+        // Restart browser if it crashes (mit Atempause!)
         browser.on('disconnected', () => {
-            console.log('[BROWSER] Browser disconnected, restarting...');
+            console.log('[BROWSER] Browser disconnected. Waiting 5 seconds before restarting...');
             browser = null;
-            initBrowser();
+            setBrowser(null);
+            
+            // 5 Sekunden warten, bevor ein Neustart versucht wird
+            setTimeout(() => {
+                initBrowser();
+            }, 5000); 
         });
     }
     return browser;
@@ -57,9 +79,42 @@ async function initBrowser() {
 
 // Middleware
 app.use(express.json());
-app.use(express.static('public'));
+app.use(express.static(path.join(__dirname, '..', 'public')));
 
-// Mount routes
+// =====================================================
+// 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);
@@ -74,6 +129,10 @@ async function startServer() {
     app.listen(PORT, () => {
         console.log(`Quote System running on port ${PORT}`);
     });
+
+    // Start recurring invoice scheduler (checks every 24h)
+    startRecurringScheduler();
+    startStripePolling();
 }
 
 // Graceful shutdown
@@ -81,11 +140,10 @@ process.on('SIGTERM', async () => {
     if (browser) {
         await browser.close();
     }
-    const { pool } = require('./config/database');
     await pool.end();
     process.exit(0);
 });
 
 startServer();
 
-module.exports = app;
+module.exports = app;

src/routes/customers.js

@@ -5,8 +5,7 @@
 const express = require('express');
 const router = express.Router();
 const { pool } = require('../config/database');
-const { getOAuthClient, getQboBaseUrl } = require('../config/qbo');
+const { getOAuthClient, getQboBaseUrl, makeQboApiCall } = require('../config/qbo');
-const { makeQboApiCall } = require('../../qbo_helper');
 
 // GET all customers
 router.get('/', async (req, res) => {

src/routes/invoices.js

@@ -11,9 +11,41 @@ const { getNextInvoiceNumber } = require('../utils/numberGenerators');
 const { formatDate, formatMoney } = require('../utils/helpers');
 const { getBrowser, generatePdfFromHtml, getLogoHtml, renderInvoiceItems, formatAddressLines } = require('../services/pdf-service');
 const { exportInvoiceToQbo, syncInvoiceToQbo } = require('../services/qbo-service');
-const { getOAuthClient, getQboBaseUrl } = require('../config/qbo');
+const { getOAuthClient, getQboBaseUrl, makeQboApiCall } = require('../config/qbo');
-const { makeQboApiCall } = require('../../qbo_helper');
+const { sendInvoiceEmail } = require('../services/email-service');
+const { createPaymentLink, checkPaymentStatus, deactivatePaymentLink } = require('../services/stripe-service');
 
+function calculateNextRecurringDate(invoiceDate, interval) {
+    const d = new Date(invoiceDate);
+    if (interval === 'monthly') {
+        d.setMonth(d.getMonth() + 1);
+    } else if (interval === 'yearly') {
+        d.setFullYear(d.getFullYear() + 1);
+    }
+    return d.toISOString().split('T')[0];
+}
+/**
+ * Build HTML block for Stripe Payment Link on PDF invoice.
+ * Returns empty string if no link or invoice is already paid.
+ */
+function buildPaymentLinkHtml(invoice) {
+    if (!invoice.stripe_payment_link_url) return '';
+    if (invoice.paid_date || invoice.stripe_payment_status === 'paid') return '';
+
+    return `
+        <div style="margin-top: 30px; padding: 16px 20px; border: 2px solid #635bff; border-radius: 8px; text-align: center;">
+            <p style="font-size: 14px; font-weight: bold; color: #635bff; margin: 0 0 8px 0;">
+                Pay Online — Credit Card or ACH
+            </p>
+            <a href="${invoice.stripe_payment_link_url}" 
+               style="font-size: 13px; color: #635bff; word-break: break-all;">
+                ${invoice.stripe_payment_link_url}
+            </a>
+            <p style="font-size: 11px; color: #888; margin: 8px 0 0 0;">
+                Secure payment powered by Stripe. ACH payments incur lower processing fees.
+            </p>
+        </div>`;
+}
 // GET all invoices
 router.get('/', async (req, res) => {
     try {
@@ -53,7 +85,7 @@ router.get('/:id', async (req, res) => {
     try {
         const invoiceResult = await pool.query(`
             SELECT i.*, c.name as customer_name, c.qbo_id as customer_qbo_id,
-                   c.line1, c.line2, c.line3, c.line4, c.city, c.state, c.zip_code, c.account_number,
+                   c.email, c.line1, c.line2, c.line3, c.line4, c.city, c.state, c.zip_code, c.account_number,
                    COALESCE((SELECT SUM(pi.amount) FROM payment_invoices pi WHERE pi.invoice_id = i.id), 0) as amount_paid
             FROM invoices i
             LEFT JOIN customers c ON i.customer_id = c.id
@@ -82,7 +114,7 @@ router.get('/:id', async (req, res) => {
 
 // POST create invoice
 router.post('/', async (req, res) => {
-    const { invoice_number, customer_id, invoice_date, terms, auth_code, tax_exempt, items, scheduled_send_date, bill_to_name, created_from_quote_id } = req.body;
+    const { invoice_number, customer_id, invoice_date, terms, auth_code, tax_exempt, items, scheduled_send_date, bill_to_name, created_from_quote_id, is_recurring, recurring_interval } = req.body;
 
     const client = await pool.connect();
     try {
@@ -113,11 +145,11 @@ router.post('/', async (req, res) => {
         const tax_rate = 8.25;
         const tax_amount = tax_exempt ? 0 : (subtotal * tax_rate / 100);
         const total = subtotal + tax_amount;
-
+        const next_recurring_date = is_recurring ? calculateNextRecurringDate(invoice_date, recurring_interval) : null;
         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, scheduled_send_date, bill_to_name, created_from_quote_id)
+                `INSERT INTO invoices (invoice_number, customer_id, invoice_date, terms, auth_code, tax_exempt, tax_rate, subtotal, tax_amount, total, scheduled_send_date, bill_to_name, created_from_quote_id, is_recurring, recurring_interval, next_recurring_date)
-             VALUES ($1, $2, $3, $4, $5, $6, $7, $8, $9, $10, $11, $12, $13) RETURNING *`,
+                    VALUES ($1, $2, $3, $4, $5, $6, $7, $8, $9, $10, $11, $12, $13, $14, $15, $16) RETURNING *`,
-            [tempNumber, customer_id, invoice_date, terms, auth_code, tax_exempt, tax_rate, subtotal, tax_amount, total, scheduled_send_date || null, bill_to_name || null, created_from_quote_id]
+                [tempNumber, customer_id, invoice_date, terms, auth_code, tax_exempt, tax_rate, subtotal, tax_amount, total, scheduled_send_date || null, bill_to_name || null, created_from_quote_id, is_recurring || false, recurring_interval || null, next_recurring_date]
         );
         const invoiceId = invoiceResult.rows[0].id;
 
@@ -133,7 +165,7 @@ router.post('/', async (req, res) => {
         // Auto QBO Export
         let qboResult = null;
         try {
-            qboResult = await exportInvoiceToQbo(invoiceId, pool);
+            qboResult = await exportInvoiceToQbo(invoiceId, client);
             if (qboResult.skipped) {
                 console.log(`ℹ️ Invoice ${invoiceId} not exported to QBO: ${qboResult.reason}`);
             }
@@ -159,7 +191,7 @@ router.post('/', async (req, res) => {
 // PUT update invoice
 router.put('/:id', async (req, res) => {
     const { id } = req.params;
-    const { invoice_number, customer_id, invoice_date, terms, auth_code, tax_exempt, items, scheduled_send_date, bill_to_name } = req.body;
+    const { invoice_number, customer_id, invoice_date, terms, auth_code, tax_exempt, items, scheduled_send_date, bill_to_name, is_recurring, recurring_interval } = req.body;
 
     const client = await pool.connect();
     try {
@@ -205,7 +237,11 @@ router.put('/:id', async (req, res) => {
                 [customer_id, invoice_date, terms, auth_code, tax_exempt, tax_rate, subtotal, tax_amount, total, scheduled_send_date || null, bill_to_name || null, id]
             );
         }
-
+        const next_recurring_date = is_recurring ? calculateNextRecurringDate(invoice_date, recurring_interval) : null;
+        await client.query(
+            'UPDATE invoices SET is_recurring = $1, recurring_interval = $2, next_recurring_date = $3 WHERE id = $4',
+            [is_recurring || false, recurring_interval || null, next_recurring_date, id]
+        );
         // Delete and re-insert items
         await client.query('DELETE FROM invoice_items WHERE invoice_id = $1', [id]);
         for (let i = 0; i < items.length; i++) {
@@ -224,9 +260,9 @@ router.put('/:id', async (req, res) => {
             const hasQboId = !!checkRes.rows[0]?.qbo_id;
 
             if (hasQboId) {
-                qboResult = await syncInvoiceToQbo(id, pool);
+                qboResult = await syncInvoiceToQbo(id, client);
             } else {
-                qboResult = await exportInvoiceToQbo(id, pool);
+                qboResult = await exportInvoiceToQbo(id, client);
             }
 
             if (qboResult.skipped) {
@@ -730,7 +766,8 @@ router.get('/:id/pdf', async (req, res) => {
             .replace('{{INVOICE_DATE}}', formatDate(invoice.invoice_date))
             .replace('{{TERMS}}', invoice.terms)
             .replace('{{AUTHORIZATION}}', authHTML)
-            .replace('{{ITEMS}}', itemsHTML);
+            .replace('{{ITEMS}}', itemsHTML)
+            .replace('{{PAYMENT_LINK}}', buildPaymentLinkHtml(invoice));
 
         const pdf = await generatePdfFromHtml(html);
         
@@ -793,7 +830,8 @@ router.get('/:id/html', async (req, res) => {
             .replace('{{INVOICE_DATE}}', formatDate(invoice.invoice_date))
             .replace('{{TERMS}}', invoice.terms)
             .replace('{{AUTHORIZATION}}', authHTML)
-            .replace('{{ITEMS}}', itemsHTML);
+            .replace('{{ITEMS}}', itemsHTML)
+            .replace('{{PAYMENT_LINK}}', buildPaymentLinkHtml(invoice));
 
         res.setHeader('Content-Type', 'text/html');
         res.send(html);
@@ -803,5 +841,385 @@ router.get('/:id/html', async (req, res) => {
         res.status(500).json({ error: 'Error generating HTML' });
     }
 });
+router.post('/:id/send-email', async (req, res) => {
+    const { id } = req.params;
+    const { recipientEmail, customText } = req.body;
 
+    if (!recipientEmail) {
+        return res.status(400).json({ error: 'Recipient email is required.' });
+    }
+
+    try {
+        // 1. Rechnungsdaten und Items laden (analog zu deiner PDF-Route)
+        const invoiceResult = await pool.query(`
+            SELECT i.*, c.name as customer_name, c.line1, c.line2, c.line3, c.line4, c.city, c.state, c.zip_code, c.account_number,
+            COALESCE((SELECT SUM(pi.amount) FROM payment_invoices pi WHERE pi.invoice_id = i.id), 0) as amount_paid
+            FROM invoices i
+            LEFT JOIN customers c ON i.customer_id = c.id
+            WHERE i.id = $1
+        `, [id]);
+        
+        if (invoiceResult.rows.length === 0) return res.status(404).json({ error: 'Invoice not found' });
+        const invoice = invoiceResult.rows[0];
+
+        const itemsResult = await pool.query('SELECT * FROM invoice_items WHERE invoice_id = $1 ORDER BY item_order', [id]);
+
+        // 2. PDF generieren, aber nur im Speicher halten
+        const templatePath = path.join(__dirname, '..', '..', 'templates', 'invoice-template.html');
+        let html = await fs.readFile(templatePath, 'utf-8');
+        
+        const logoHTML = await getLogoHtml();
+        const itemsHTML = renderInvoiceItems(itemsResult.rows, invoice);
+        const authHTML = invoice.auth_code ? `<p style="margin-bottom: 20px; font-size: 13px;"><strong>Authorization:</strong> ${invoice.auth_code}</p>` : '';
+        const streetBlock = formatAddressLines(invoice.line1, invoice.line2, invoice.line3, invoice.line4, invoice.customer_name);
+
+        html = html
+            .replace('{{LOGO_HTML}}', logoHTML)
+            .replace('{{CUSTOMER_NAME}}', invoice.bill_to_name || invoice.customer_name || '')
+            .replace('{{CUSTOMER_STREET}}', streetBlock)
+            .replace('{{CUSTOMER_CITY}}', invoice.city || '')
+            .replace('{{CUSTOMER_STATE}}', invoice.state || '')
+            .replace('{{CUSTOMER_ZIP}}', invoice.zip_code || '')
+            .replace('{{INVOICE_NUMBER}}', invoice.invoice_number || '')
+            .replace('{{ACCOUNT_NUMBER}}', invoice.account_number || '')
+            .replace('{{INVOICE_DATE}}', formatDate(invoice.invoice_date))
+            .replace('{{TERMS}}', invoice.terms)
+            .replace('{{AUTHORIZATION}}', authHTML)
+            .replace('{{ITEMS}}', itemsHTML)
+            .replace('{{PAYMENT_LINK}}', buildPaymentLinkHtml(invoice));
+        
+        const pdfBuffer = await generatePdfFromHtml(html);
+
+        // 3. E-Mail über SES versenden
+        const stripeLink = invoice.stripe_payment_link_url || null;
+        const info = await sendInvoiceEmail(invoice, recipientEmail, customText, stripeLink, pdfBuffer);
+
+        // 4. Status in der DB aktualisieren
+        await pool.query(
+            `UPDATE invoices 
+            SET email_status = 'sent', 
+                sent_dates = array_append(COALESCE(sent_dates, '{}'), CURRENT_DATE),
+                updated_at = CURRENT_TIMESTAMP 
+            WHERE id = $1`,
+            [id]
+        );
+
+        res.json({ success: true, messageId: info.messageId });
+
+    } catch (error) {
+        console.error('Error sending invoice email:', error);
+        res.status(500).json({ error: 'Failed to send email: ' + error.message });
+    }
+});
+// POST create Stripe Payment Link
+router.post('/:id/create-payment-link', async (req, res) => {
+    const { id } = req.params;
+
+    try {
+        // Load invoice with balance
+        const invoiceResult = await pool.query(`
+            SELECT i.*, c.name as customer_name,
+                   COALESCE((SELECT SUM(pi.amount) FROM payment_invoices pi WHERE pi.invoice_id = i.id), 0) as amount_paid
+            FROM invoices i
+            LEFT JOIN customers c ON i.customer_id = c.id
+            WHERE i.id = $1
+        `, [id]);
+
+        if (invoiceResult.rows.length === 0) {
+            return res.status(404).json({ error: 'Invoice not found' });
+        }
+
+        const invoice = invoiceResult.rows[0];
+        invoice.amount_paid = parseFloat(invoice.amount_paid) || 0;
+        invoice.balance = (parseFloat(invoice.total) || 0) - invoice.amount_paid;
+
+        if (invoice.balance <= 0) {
+            return res.status(400).json({ error: 'Invoice has no balance due.' });
+        }
+
+        // Deactivate existing payment link if present
+        if (invoice.stripe_payment_link_id) {
+            await deactivatePaymentLink(invoice.stripe_payment_link_id);
+            console.log(`♻️ Old payment link deactivated for Invoice #${invoice.invoice_number}`);
+        }
+
+        // Create new payment link
+        const { paymentLinkId, paymentLinkUrl } = await createPaymentLink(invoice);
+
+        // Save to DB
+        await pool.query(
+            `UPDATE invoices 
+             SET stripe_payment_link_id = $1, 
+                 stripe_payment_link_url = $2, 
+                 stripe_payment_status = 'pending',
+                 updated_at = CURRENT_TIMESTAMP 
+             WHERE id = $3`,
+            [paymentLinkId, paymentLinkUrl, id]
+        );
+
+        res.json({
+            success: true,
+            paymentLinkId,
+            paymentLinkUrl,
+            amount: invoice.balance
+        });
+
+    } catch (error) {
+        console.error('Stripe Payment Link Error:', error);
+        res.status(500).json({ error: 'Failed to create payment link: ' + error.message });
+    }
+});
+// POST check Stripe payment status
+// POST check Stripe payment status (with QBO payment + fee booking)
+router.post('/:id/check-payment', async (req, res) => {
+    const { id } = req.params;
+    const dbClient = await pool.connect();
+
+    try {
+        const invoiceResult = await dbClient.query(`
+            SELECT i.*, c.name as customer_name, c.qbo_id as customer_qbo_id,
+                   COALESCE((SELECT SUM(pi.amount) FROM payment_invoices pi WHERE pi.invoice_id = i.id), 0) as amount_paid
+            FROM invoices i
+            LEFT JOIN customers c ON i.customer_id = c.id
+            WHERE i.id = $1
+        `, [id]);
+
+        if (invoiceResult.rows.length === 0) {
+            return res.status(404).json({ error: 'Invoice not found' });
+        }
+
+        const invoice = invoiceResult.rows[0];
+        invoice.amount_paid = parseFloat(invoice.amount_paid) || 0;
+
+        if (!invoice.stripe_payment_link_id) {
+            return res.status(400).json({ error: 'No Stripe payment link exists for this invoice.' });
+        }
+
+        // Already fully processed?
+        if (invoice.stripe_payment_status === 'paid') {
+            return res.json({
+                status: 'paid',
+                message: 'Stripe payment already recorded.',
+                alreadyProcessed: true
+            });
+        }
+
+        const result = await checkPaymentStatus(invoice.stripe_payment_link_id);
+
+        // Update stripe_payment_status in DB regardless
+        if (result.status !== invoice.stripe_payment_status) {
+            await dbClient.query(
+                'UPDATE invoices SET stripe_payment_status = $1, updated_at = CURRENT_TIMESTAMP WHERE id = $2',
+                [result.status, id]
+            );
+        }
+
+        // If not paid yet, return current status
+        if (!result.paid) {
+            return res.json({
+                status: result.status,
+                paid: false,
+                details: result.details,
+                message: result.status === 'processing'
+                    ? 'ACH payment is processing (3-5 business days).'
+                    : 'No payment received yet.'
+            });
+        }
+
+        // === PAID — full processing ===
+        const amountReceived = result.details.amountReceived;
+        const paymentMethod = result.details.paymentMethod;
+        const stripeFee = result.details.stripeFee;
+        const methodLabel = paymentMethod === 'us_bank_account' ? 'ACH' : 'Credit Card';
+
+        await dbClient.query('BEGIN');
+
+        // 1. Record local payment (payment + payment_invoices)
+        const payResult = await dbClient.query(
+            `INSERT INTO payments (payment_date, payment_method, total_amount, customer_id, reference_number, notes, created_at)
+             VALUES (CURRENT_DATE, $1, $2, $3, $4, $5, CURRENT_TIMESTAMP)
+             RETURNING id`,
+            [
+                `Stripe ${methodLabel}`,
+                amountReceived,
+                invoice.customer_id,
+                result.details.paymentIntentId || result.details.sessionId,
+                `Stripe ${methodLabel} — Fee: $${stripeFee.toFixed(2)}`
+            ]
+        );
+        const paymentId = payResult.rows[0].id;
+
+        await dbClient.query(
+            'INSERT INTO payment_invoices (payment_id, invoice_id, amount) VALUES ($1, $2, $3)',
+            [paymentId, id, amountReceived]
+        );
+
+        // 2. Check if invoice is fully paid
+        const newTotalPaid = invoice.amount_paid + amountReceived;
+        const invoiceTotal = parseFloat(invoice.total) || 0;
+        const fullyPaid = newTotalPaid >= (invoiceTotal - 0.01); // Cent-Toleranz
+
+        await dbClient.query(
+            `UPDATE invoices SET 
+                stripe_payment_status = 'paid',
+                paid_date = ${fullyPaid ? 'COALESCE(paid_date, CURRENT_DATE)' : 'paid_date'},
+                payment_status = $1,
+                updated_at = CURRENT_TIMESTAMP
+             WHERE id = $2`,
+            [fullyPaid ? 'Stripe' : 'Partial', id]
+        );
+
+        // 3. Deactivate the payment link
+        await deactivatePaymentLink(invoice.stripe_payment_link_id);
+
+        // 4. QBO: Record Payment + Expense (if QBO-linked)
+        let qboResult = null;
+        if (invoice.qbo_id && invoice.customer_qbo_id) {
+            try {
+                qboResult = await recordStripePaymentInQbo(
+                    invoice, amountReceived, methodLabel, stripeFee,
+                    result.details.paymentIntentId || ''
+                );
+            } catch (qboErr) {
+                console.error(`⚠️ QBO booking failed for Invoice #${invoice.invoice_number}:`, qboErr.message);
+                qboResult = { error: qboErr.message };
+            }
+        }
+
+        await dbClient.query('COMMIT');
+
+        console.log(`✅ Invoice #${invoice.invoice_number}: Stripe ${methodLabel} $${amountReceived.toFixed(2)} recorded (Fee: $${stripeFee.toFixed(2)})`);
+
+        res.json({
+            status: 'paid',
+            paid: true,
+            fullyPaid,
+            details: result.details,
+            qbo: qboResult,
+            message: `Payment received: $${amountReceived.toFixed(2)} via Stripe ${methodLabel}. Fee: $${stripeFee.toFixed(2)}.`
+        });
+
+    } catch (error) {
+        await dbClient.query('ROLLBACK').catch(() => {});
+        console.error('Stripe Check Payment Error:', error);
+        res.status(500).json({ error: 'Failed to check payment: ' + error.message });
+    } finally {
+        dbClient.release();
+    }
+});
+
+/**
+ * Record Stripe payment in QBO: Payment on Invoice + Expense for Stripe Fee.
+ */
+async function recordStripePaymentInQbo(invoice, amount, methodLabel, stripeFee, reference) {
+    const oauthClient = getOAuthClient();
+    const companyId = oauthClient.getToken().realmId;
+    const baseUrl = getQboBaseUrl();
+
+    // --- 1. Create QBO Payment ---
+    const paymentPayload = {
+        CustomerRef: { value: invoice.customer_qbo_id },
+        TotalAmt: amount,
+        TxnDate: new Date().toISOString().split('T')[0],
+        PaymentRefNum: reference ? reference.substring(0, 21) : 'Stripe',
+        PrivateNote: `Stripe ${methodLabel} — processed via Payment Link`,
+        Line: [{
+            Amount: amount,
+            LinkedTxn: [{
+                TxnId: invoice.qbo_id,
+                TxnType: 'Invoice'
+            }]
+        }],
+        // Deposit to Undeposited Funds (Stripe will payout to bank later)
+        DepositToAccountRef: { value: '221' }  // Undeposited Funds
+    };
+
+    console.log(`📤 QBO: Recording Stripe payment $${amount.toFixed(2)} for Invoice #${invoice.invoice_number}...`);
+
+    const paymentRes = await makeQboApiCall({
+        url: `${baseUrl}/v3/company/${companyId}/payment`,
+        method: 'POST',
+        headers: { 'Content-Type': 'application/json' },
+        body: JSON.stringify(paymentPayload)
+    });
+
+    const paymentData = paymentRes.getJson ? paymentRes.getJson() : paymentRes.json;
+    if (paymentData.Fault) {
+        const errMsg = paymentData.Fault.Error?.map(e => `${e.Message}: ${e.Detail}`).join('; ');
+        throw new Error('QBO Payment failed: ' + errMsg);
+    }
+
+    console.log(`✅ QBO Payment created: ID ${paymentData.Payment?.Id}`);
+
+    // --- 2. Create QBO Expense for Stripe Fee ---
+    if (stripeFee > 0) {
+        const expensePayload = {
+            AccountRef: { value: '244', name: 'PlainsCapital Bank' },  // Checking
+            TxnDate: new Date().toISOString().split('T')[0],
+            PaymentType: 'Check',
+            PrivateNote: `Stripe processing fee for Invoice #${invoice.invoice_number} (${methodLabel})`,
+            Line: [{
+                DetailType: 'AccountBasedExpenseLineDetail',
+                Amount: stripeFee,
+                AccountBasedExpenseLineDetail: {
+                    AccountRef: { value: '1150040001', name: 'Payment Processing Fees' }
+                },
+                Description: `Stripe ${methodLabel} fee — Invoice #${invoice.invoice_number}`
+            }]
+        };
+
+        console.log(`📤 QBO: Booking Stripe fee $${stripeFee.toFixed(2)}...`);
+
+        const expenseRes = await makeQboApiCall({
+            url: `${baseUrl}/v3/company/${companyId}/purchase`,
+            method: 'POST',
+            headers: { 'Content-Type': 'application/json' },
+            body: JSON.stringify(expensePayload)
+        });
+
+        const expenseData = expenseRes.getJson ? expenseRes.getJson() : expenseRes.json;
+        if (expenseData.Fault) {
+            console.error('⚠️ QBO Expense booking failed:', JSON.stringify(expenseData.Fault));
+            // Don't throw — payment is still valid even if fee booking fails
+        } else {
+            console.log(`✅ QBO Expense created: ID ${expenseData.Purchase?.Id}`);
+        }
+    }
+
+    return {
+        paymentId: paymentData.Payment?.Id,
+        feeBooked: stripeFee > 0
+    };
+}
+// PATCH update sent dates only
+router.patch('/:id/sent-dates', async (req, res) => {
+    const { id } = req.params;
+    const { sent_dates } = req.body;
+
+    if (!Array.isArray(sent_dates)) {
+        return res.status(400).json({ error: 'sent_dates must be an array of date strings.' });
+    }
+
+    // Validate each date
+    for (const d of sent_dates) {
+        if (!/^\d{4}-\d{2}-\d{2}$/.test(d)) {
+            return res.status(400).json({ error: `Invalid date format: ${d}. Expected YYYY-MM-DD.` });
+        }
+    }
+
+    try {
+        // Sort chronologically
+        const sorted = [...sent_dates].sort();
+
+        await pool.query(
+            'UPDATE invoices SET sent_dates = $1, updated_at = CURRENT_TIMESTAMP WHERE id = $2',
+            [sorted, id]
+        );
+
+        res.json({ success: true, sent_dates: sorted });
+    } catch (error) {
+        console.error('Error updating sent dates:', error);
+        res.status(500).json({ error: 'Failed to update sent dates.' });
+    }
+});
 module.exports = router;

src/routes/qbo.js

@@ -1,12 +1,12 @@
 /**
  * QBO Routes
- * Handles QBO OAuth, sync, and data operations
+ * 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, saveTokens } = require('../config/qbo');
+const { getOAuthClient, getQboBaseUrl, makeQboApiCall } = require('../config/qbo');
-const { makeQboApiCall } = require('../../qbo_helper');
 
 // GET QBO status
 router.get('/status', (req, res) => {
@@ -23,35 +23,6 @@ router.get('/status', (req, res) => {
     }
 });
 
-// GET auth URL - redirects to Intuit
-router.get('/auth', (req, res) => {
-    const client = getOAuthClient();
-    const authUri = client.authorizeUri({
-        scope: [require('../config/qbo').OAuthClient.scopes.Accounting],
-        state: 'intuit-qbo-auth'
-    });
-    console.log('🔗 Redirecting to QBO Authorization:', authUri);
-    res.redirect(authUri);
-});
-
-// OAuth callback
-router.get('/auth/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>
-        `);
-    }
-});
-
 // GET bank accounts from QBO
 router.get('/accounts', async (req, res) => {
     try {
@@ -438,6 +409,7 @@ router.post('/record-payment', async (req, res) => {
     }
 });
 
+
 // POST sync payments from QBO
 router.post('/sync-payments', async (req, res) => {
     const dbClient = await pool.connect();
@@ -459,6 +431,7 @@ router.post('/sync-payments', async (req, res) => {
         const companyId = oauthClient.getToken().realmId;
         const baseUrl = getQboBaseUrl();
 
+        // ── Batch-fetch all invoices from QBO (max 50 per query) ──────────
         const batchSize = 50;
         const qboInvoices = new Map();
 
@@ -466,18 +439,59 @@ router.post('/sync-payments', async (req, res) => {
             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 || [];
+            (data.QueryResponse?.Invoice || []).forEach(inv => qboInvoices.set(inv.Id, inv));
-            invoices.forEach(inv => qboInvoices.set(inv.Id, inv));
         }
 
-        console.log(`🔍 QBO Sync: ${openInvoices.length} offene Invoices, ${qboInvoices.size} aus QBO geladen`);
+        console.log(`🔍 QBO Sync: ${openInvoices.length} invoices checked, ${qboInvoices.size} loaded from QBO`);
 
+        // ── Collect all unique Payment IDs that need to be fetched ────────
+        // Instead of fetching each payment one-by-one, collect all IDs first
+        // then batch-fetch them in one query per 30 IDs
+        const paymentIdsToFetch = new Set();
+        for (const localInv of openInvoices) {
+            const qboInv = qboInvoices.get(localInv.qbo_id);
+            if (!qboInv || parseFloat(qboInv.Balance) !== 0) continue;
+            if (qboInv.LinkedTxn) {
+                for (const txn of qboInv.LinkedTxn) {
+                    if (txn.TxnType === 'Payment') paymentIdsToFetch.add(txn.TxnId);
+                }
+            }
+        }
+
+        // Batch-fetch all payments in groups of 30
+        const UNDEPOSITED_FUNDS_ID = '221';
+        const paymentDepositMap = new Map(); // paymentId -> isDeposited (bool)
+
+        if (paymentIdsToFetch.size > 0) {
+            console.log(`💳 Fetching ${paymentIdsToFetch.size} unique payment(s) from QBO...`);
+            const pmIds = [...paymentIdsToFetch];
+            const pmBatchSize = 30;
+            for (let i = 0; i < pmIds.length; i += pmBatchSize) {
+                const batch = pmIds.slice(i, i + pmBatchSize);
+                const pmQuery = `SELECT Id, DepositToAccountRef FROM Payment WHERE Id IN (${batch.map(id => `'${id}'`).join(',')})`;
+                try {
+                    const pmRes = await makeQboApiCall({
+                        url: `${baseUrl}/v3/company/${companyId}/query?query=${encodeURI(pmQuery)}`,
+                        method: 'GET'
+                    });
+                    const pmData = pmRes.getJson ? pmRes.getJson() : pmRes.json;
+                    for (const pm of (pmData.QueryResponse?.Payment || [])) {
+                        const isDeposited = pm.DepositToAccountRef?.value !== UNDEPOSITED_FUNDS_ID;
+                        paymentDepositMap.set(pm.Id, isDeposited);
+                    }
+                } catch (e) {
+                    console.log(`⚠️  Payment batch fetch error (non-fatal): ${e.message}`);
+                }
+            }
+            console.log(`💳 Payment deposit status loaded for ${paymentDepositMap.size} payment(s)`);
+        }
+
+        // ── Process invoices ───────────────────────────────────────────────
         let updated = 0;
         let newPayments = 0;
 
@@ -488,34 +502,22 @@ router.post('/sync-payments', async (req, res) => {
             if (!qboInv) continue;
 
             const qboBalance = parseFloat(qboInv.Balance) || 0;
-            const qboTotal = parseFloat(qboInv.TotalAmt) || 0;
+            const qboTotal   = parseFloat(qboInv.TotalAmt) || 0;
-            const localPaid = parseFloat(localInv.local_paid) || 0;
+            const localPaid  = parseFloat(localInv.local_paid) || 0;
 
             if (qboBalance === 0 && qboTotal > 0) {
-                const UNDEPOSITED_FUNDS_ID = '221';
+                // Determine Paid vs Deposited using pre-fetched map
                 let status = 'Paid';
-
                 if (qboInv.LinkedTxn) {
                     for (const txn of qboInv.LinkedTxn) {
-                        if (txn.TxnType === 'Payment') {
+                        if (txn.TxnType === 'Payment' && paymentDepositMap.get(txn.TxnId) === true) {
-                            try {
+                            status = 'Deposited';
-                                const pmRes = await makeQboApiCall({
+                            break;
-                                    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 (!localInv.paid_date || localInv.payment_status !== status) {
-                if (needsUpdate) {
                     await dbClient.query(
                         `UPDATE invoices SET 
                             paid_date = COALESCE(paid_date, CURRENT_DATE),
@@ -532,7 +534,9 @@ router.post('/sync-payments', async (req, res) => {
                 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)
+                         VALUES (CURRENT_DATE, 'Synced from QBO', $1, 
+                                 (SELECT customer_id FROM invoices WHERE id = $2), 
+                                 'Synced from QBO', CURRENT_TIMESTAMP)
                          RETURNING id`,
                         [diff, localInv.id]
                     );
@@ -541,15 +545,14 @@ router.post('/sync-payments', async (req, res) => {
                         [payResult.rows[0].id, localInv.id, diff]
                     );
                     newPayments++;
-                    console.log(`   💰 #${localInv.invoice_number}: +$${diff.toFixed(2)} payment synced`);
+                    console.log(`   💰 #${localInv.invoice_number}: +$${diff.toFixed(2)} synced`);
                 }
 
             } else if (qboBalance > 0 && qboBalance < qboTotal) {
                 const qboPaid = qboTotal - qboBalance;
                 const diff = qboPaid - localPaid;
 
-                const needsUpdate = localInv.payment_status !== 'Partial';
+                if (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]
@@ -560,7 +563,9 @@ router.post('/sync-payments', async (req, res) => {
                 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)
+                         VALUES (CURRENT_DATE, 'Synced from QBO', $1,
+                                 (SELECT customer_id FROM invoices WHERE id = $2),
+                                 'Synced from QBO', CURRENT_TIMESTAMP)
                          RETURNING id`,
                         [diff, localInv.id]
                     );
@@ -569,7 +574,7 @@ router.post('/sync-payments', async (req, res) => {
                         [payResult.rows[0].id, localInv.id, diff]
                     );
                     newPayments++;
-                    console.log(`   📎 #${localInv.invoice_number}: Partial +$${diff.toFixed(2)} ($${qboPaid.toFixed(2)} of $${qboTotal.toFixed(2)})`);
+                    console.log(`   📎 #${localInv.invoice_number}: Partial +$${diff.toFixed(2)} ($${qboPaid.toFixed(2)} / $${qboTotal.toFixed(2)})`);
                 }
             }
         }
@@ -581,7 +586,7 @@ router.post('/sync-payments', async (req, res) => {
 
         await dbClient.query('COMMIT');
 
-        console.log(`✅ Sync abgeschlossen: ${updated} aktualisiert, ${newPayments} neue Payments`);
+        console.log(`✅ Sync complete: ${updated} updated, ${newPayments} new payments`);
         res.json({
             synced: updated,
             new_payments: newPayments,
@@ -591,11 +596,11 @@ router.post('/sync-payments', async (req, res) => {
 
     } catch (error) {
         await dbClient.query('ROLLBACK').catch(() => {});
-        console.error('❌ Sync Error:', error);
+        console.log(`❌ Sync Error: ${error.message}`);
         res.status(500).json({ error: 'Sync failed: ' + error.message });
     } finally {
         dbClient.release();
     }
 });
 
-module.exports = router;
+module.exports = router;

src/services/email-service.js

@@ -0,0 +1,135 @@
+// 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>
+
+        ${paymentButtonMjml}
+
+        <mj-section background-color="#ffffff" padding="0 30px 30px 30px" border-radius="0 0 8px 8px">
+          <mj-column>
+            <mj-divider border-color="#e2e8f0" border-width="1px" padding-top="10px" padding-bottom="20px" />
+
+            <mj-text font-size="14px" color="#64748b" line-height="1.5" padding="0">
+              <strong>Prefer to pay by check?</strong><br/>
+              Please make checks payable to Bay Area Affiliates, Inc. and mail to:<br/>
+              1001 Blucher Street<br/>
+              Corpus Christi, Texas 78401
+            </mj-text>
+          </mj-column>
+        </mj-section>
+      </mj-body>
+    </mjml>
+    `;
+
+    const result = mjml2html(template, { validationLevel: 'strict' });
+    
+    if (result.errors && result.errors.length > 0) {
+        console.error('MJML Parse Errors:', result.errors);
+    }
+    
+    return result.html;
+}
+
+async function sendInvoiceEmail(invoice, recipientEmail, customText, stripePaymentUrl, pdfBuffer) {
+    const htmlContent = generateInvoiceEmailHtml(invoice, customText, stripePaymentUrl);
+
+    const mailOptions = {
+        from: '"Bay Area Affiliates Inc. Accounting" <accounting@bayarea-cc.com>',
+        to: recipientEmail,
+        bcc: 'accounting@bayarea-cc.com',
+        subject: `Invoice #${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

@@ -33,16 +33,26 @@ async function generatePdfFromHtml(html, options = {}) {
     }
 
     const page = await browser.newPage();
-    await page.setContent(html, { waitUntil: 'networkidle0', timeout: 60000 });
     
-    const pdf = await page.pdf({
+    try {
-        format,
+        // Erhöhtes Timeout: 5 Sekunden sind unter Docker manchmal zu wenig.
-        printBackground,
+        // Besser auf 15 Sekunden (15000) setzen, um den Fehler von vornherein zu vermeiden.
-        margin
+        await page.setContent(html, { waitUntil: 'load', timeout: 15000 });
-    });
+
-    
+        const pdf = await page.pdf({
-    await page.close();
+            format,
-    return pdf;
+            printBackground,
+            margin
+        });
+        
+        return pdf;
+    } finally {
+        // Dieser Block wird IMMER ausgeführt, selbst wenn oben ein Fehler fliegt.
+        // Der Tab wird also zu 100% wieder geschlossen.
+        if (page) {
+            await page.close();
+        }
+    }
 }
 
 /**
@@ -108,17 +118,26 @@ function renderInvoiceItems(items, invoice = null) {
             <td class="total-amount" style="font-size: 16px;">$${formatMoney(total)}</td>
         </tr>`;
     
+    // Add downpayment/balance if partial
     // Add downpayment/balance if partial
     if (amountPaid > 0) {
+        const isFullyPaid = balanceDue <= 0.01; // allow for rounding
+        const paymentLabel = isFullyPaid ? 'Payment:' : 'Downpayment:';
+        
         itemsHTML += `
         <tr class="footer-row">
-            <td colspan="3" class="total-label" style="color: #059669;">Downpayment:</td>
+            <td colspan="3" class="total-label" style="color: #059669;">${paymentLabel}</td>
             <td class="total-amount" style="color: #059669;">-$${formatMoney(amountPaid)}</td>
-        </tr>
+        </tr>`;
+
+        // Only show BALANCE DUE row if there's actually a remaining balance
+        if (!isFullyPaid) {
+            itemsHTML += `
         <tr class="footer-row">
             <td colspan="3" class="total-label" style="font-weight: bold; font-size: 16px; border-top: 2px solid #333; padding-top: 8px;">BALANCE DUE:</td>
             <td class="total-amount" style="font-weight: bold; font-size: 16px; border-top: 2px solid #333; padding-top: 8px;">$${formatMoney(balanceDue)}</td>
         </tr>`;
+        }
     }
     
     // Thank you message

src/services/qbo-service.js

@@ -1,17 +1,14 @@
+// src/services/qbo-service.js
 /**
  * QuickBooks Online Service
  * Handles QBO API interactions
  */
-const { getOAuthClient, getQboBaseUrl } = require('../config/qbo');
+const { getOAuthClient, getQboBaseUrl, makeQboApiCall } = require('../config/qbo'); // Sauberer Import
-const { makeQboApiCall } = require('../../qbo_helper');
 
 // QBO Item IDs
 const QBO_LABOR_ID = '5';
 const QBO_PARTS_ID = '9';
 
-/**
- * Get OAuth client and company ID
- */
 function getClientInfo() {
     const oauthClient = getOAuthClient();
     const companyId = oauthClient.getToken().realmId;
@@ -22,202 +19,198 @@ function getClientInfo() {
 /**
  * Export invoice to QBO
  */
-async function exportInvoiceToQbo(invoiceId, pool) {
+async function exportInvoiceToQbo(invoiceId, dbClient) { // <-- Nutzt jetzt dbClient statt pool
-    const client = await pool.connect();
+    const invoiceRes = await dbClient.query(`
-    try {
+        SELECT i.*, c.qbo_id as customer_qbo_id, c.name as customer_name, c.email
-        const invoiceRes = await client.query(`
+        FROM invoices i
-            SELECT i.*, c.qbo_id as customer_qbo_id, c.name as customer_name, c.email
+        LEFT JOIN customers c ON i.customer_id = c.id
-            FROM invoices i
+        WHERE i.id = $1
-            LEFT JOIN customers c ON i.customer_id = c.id
+    `, [invoiceId]);
-            WHERE i.id = $1
-        `, [invoiceId]);
 
-        const invoice = invoiceRes.rows[0];
+    const invoice = invoiceRes.rows[0];
-        if (!invoice.customer_qbo_id) return { skipped: true, reason: 'Customer not in QBO' };
+    if (!invoice.customer_qbo_id) return { skipped: true, reason: 'Customer not in QBO' };
 
-        const itemsRes = await client.query('SELECT * FROM invoice_items WHERE invoice_id = $1 ORDER BY item_order', [invoiceId]);
+    const itemsRes = await dbClient.query('SELECT * FROM invoice_items WHERE invoice_id = $1 ORDER BY item_order', [invoiceId]);
-        const items = itemsRes.rows;
+    const items = itemsRes.rows;
 
-        const { companyId, baseUrl } = getClientInfo();
+    const { companyId, baseUrl } = getClientInfo();
 
-        // Get next DocNumber
+    // Get next DocNumber
-        const maxNumResult = await client.query(`
+    const maxNumResult = await dbClient.query(`
-            SELECT GREATEST(
+        SELECT GREATEST(
-                COALESCE((SELECT MAX(CAST(qbo_doc_number AS INTEGER)) FROM invoices WHERE qbo_doc_number ~ '^[0-9]+$'), 0),
+            COALESCE((SELECT MAX(CAST(qbo_doc_number AS INTEGER)) FROM invoices WHERE qbo_doc_number ~ '^[0-9]+$'), 0),
-                COALESCE((SELECT MAX(CAST(invoice_number AS INTEGER)) FROM invoices WHERE invoice_number ~ '^[0-9]+$'), 0)
+            COALESCE((SELECT MAX(CAST(invoice_number AS INTEGER)) FROM invoices WHERE invoice_number ~ '^[0-9]+$'), 0)
-            ) as max_num
+        ) as max_num
-        `);
+    `);
-        let nextDocNumber = (parseInt(maxNumResult.rows[0].max_num) + 1).toString();
+    let nextDocNumber = (parseInt(maxNumResult.rows[0].max_num) + 1).toString();
 
-        // Build line items
+    const lineItems = items.map(item => {
-        const lineItems = items.map(item => {
+        const parseNum = (val) => {
-            const parseNum = (val) => {
+            if (val === null || val === undefined) return 0;
-                if (val === null || val === undefined) return 0;
+            if (typeof val === 'number') return val;
-                if (typeof val === 'number') return val;
+            return parseFloat(String(val).replace(/[^0-9.\-]/g, '')) || 0;
-                return parseFloat(String(val).replace(/[^0-9.\-]/g, '')) || 0;
+        };
-            };
+        const rate = parseNum(item.rate);
-            const rate = parseNum(item.rate);
+        const qty = parseNum(item.quantity) || 1;
-            const qty = parseNum(item.quantity) || 1;
+        const amount = rate * qty;
-            const amount = rate * qty;
+        const itemRefId = item.qbo_item_id || QBO_PARTS_ID;
-            const itemRefId = item.qbo_item_id || QBO_PARTS_ID;
+        const itemRefName = itemRefId == QBO_LABOR_ID ? "Labor:Labor" : "Parts:Parts";
-            const itemRefName = itemRefId == QBO_LABOR_ID ? "Labor:Labor" : "Parts:Parts";
+
-            return {
+        return {
-                "DetailType": "SalesItemLineDetail",
+            "DetailType": "SalesItemLineDetail",
-                "Amount": amount,
+            "Amount": amount,
-                "Description": item.description,
+            "Description": item.description,
-                "SalesItemLineDetail": {
+            "SalesItemLineDetail": {
-                    "ItemRef": { "value": itemRefId, "name": itemRefName },
+                "ItemRef": { "value": itemRefId, "name": itemRefName },
-                    "UnitPrice": rate,
+                "UnitPrice": rate,
-                    "Qty": qty
+                "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 qboPayload = {
+        const data = response.getJson ? response.getJson() : response.json;
-            "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 || "" }
-        };
 
-        // Retry on duplicate
+        if (data.Fault?.Error?.[0]?.code === '6140') {
-        let qboInvoice = null;
+            console.log(`   ⚠️ DocNumber ${qboPayload.DocNumber} exists, retrying...`);
-        for (let attempt = 0; attempt < 5; attempt++) {
+            qboPayload.DocNumber = (parseInt(qboPayload.DocNumber) + 1).toString();
-            console.log(`📤 QBO Export Invoice (DocNumber: ${qboPayload.DocNumber})...`);
+            continue;
-            const response = await makeQboApiCall({
-                url: `${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} - ${e.Detail}`).join('; ') || JSON.stringify(data.Fault);
-                console.error(`❌ QBO Export Fault:`, errMsg);
-                throw new Error('QBO export failed: ' + errMsg);
-            }
-            qboInvoice = data.Invoice || data;
-            if (qboInvoice.Id) break;
-            throw new Error("QBO returned no ID: " + JSON.stringify(data).substring(0, 500));
         }
+        if (data.Fault) {
+            const errMsg = data.Fault.Error?.map(e => `${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;
 
-        if (!qboInvoice?.Id) throw new Error('Could not find free DocNumber after 5 attempts.');
+        throw new Error("QBO returned no ID: " + JSON.stringify(data).substring(0, 500));
-
-        await client.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 };
-    } finally {
-        client.release();
     }
+
+    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, pool) {
+async function syncInvoiceToQbo(invoiceId, dbClient) { // <-- Nutzt jetzt dbClient statt pool
-    const client = await pool.connect();
+    const invoiceRes = await dbClient.query(`
-    try {
+        SELECT i.*, c.qbo_id as customer_qbo_id
-        const invoiceRes = await client.query(`
+        FROM invoices i
-            SELECT i.*, c.qbo_id as customer_qbo_id
+        LEFT JOIN customers c ON i.customer_id = c.id
-            FROM invoices i
+        WHERE i.id = $1
-            LEFT JOIN customers c ON i.customer_id = c.id
+    `, [invoiceId]);
-            WHERE i.id = $1
-        `, [invoiceId]);
 
-        const invoice = invoiceRes.rows[0];
+    const invoice = invoiceRes.rows[0];
-        if (!invoice.qbo_id) return { skipped: true, reason: 'Not in QBO' };
+    if (!invoice.qbo_id) return { skipped: true, reason: 'Not in QBO' };
 
-        const itemsRes = await client.query('SELECT * FROM invoice_items WHERE invoice_id = $1 ORDER BY item_order', [invoiceId]);
+    const itemsRes = await dbClient.query('SELECT * FROM invoice_items WHERE invoice_id = $1 ORDER BY item_order', [invoiceId]);
-        const { companyId, baseUrl } = getClientInfo();
 
-        // Get current sync token
+    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 qboRes = await makeQboApiCall({
-            const parseNum = (val) => {
+        url: `${baseUrl}/v3/company/${companyId}/invoice/${invoice.qbo_id}`,
-                if (val === null || val === undefined) return 0;
+        method: 'GET'
-                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 {
+    const qboData = qboRes.getJson ? qboRes.getJson() : qboRes.json;
-                "DetailType": "SalesItemLineDetail",
+    const currentSyncToken = qboData.Invoice?.SyncToken;
-                "Amount": amount,
-                "Description": item.description,
-                "SalesItemLineDetail": {
-                    "ItemRef": { "value": itemRefId, "name": itemRefName },
-                    "UnitPrice": rate,
-                    "Qty": parseFloat(item.quantity) || 1
-                }
-            };
-        });
 
-        const updatePayload = {
+    if (currentSyncToken === undefined) throw new Error('Could not get SyncToken from QBO');
-            "Id": invoice.qbo_id,
+
-            "SyncToken": currentSyncToken,
+    const lineItems = itemsRes.rows.map(item => {
-            "sparse": true,
+        const parseNum = (val) => {
-            "Line": lineItems,
+            if (val === null || val === undefined) return 0;
-            "CustomerRef": { "value": invoice.customer_qbo_id },
+            if (typeof val === 'number') return val;
-            "TxnDate": invoice.invoice_date.toISOString().split('T')[0],
+            return parseFloat(String(val).replace(/[^0-9.\-]/g, '')) || 0;
-            "CustomerMemo": { "value": invoice.auth_code ? `Auth: ${invoice.auth_code}` : "" }
         };
+        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";
 
-        console.log(`📤 QBO Sync Invoice ${invoice.qbo_id}...`);
+        return {
-        const updateRes = await makeQboApiCall({
+            "DetailType": "SalesItemLineDetail",
-            url: `${baseUrl}/v3/company/${companyId}/invoice`,
+            "Amount": amount,
-            method: 'POST',
+            "Description": item.description,
-            headers: { 'Content-Type': 'application/json' },
+            "SalesItemLineDetail": {
-            body: JSON.stringify(updatePayload)
+                "ItemRef": { "value": itemRefId, "name": itemRefName },
-        });
+                "UnitPrice": rate,
+                "Qty": qty
+            }
+        };
+    });
 
-        const updateData = updateRes.getJson ? updateRes.getJson() : updateRes.json;
+    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}` : "" }
+    };
 
-        if (updateData.Fault) {
+    console.log(`📤 QBO Sync Invoice ${invoice.qbo_id}...`);
-            const errMsg = updateData.Fault.Error?.map(e => `${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;
+    const updateRes = await makeQboApiCall({
-        if (!updated.Id) {
+        url: `${baseUrl}/v3/company/${companyId}/invoice`,
-            console.error(`❌ QBO unexpected response:`, JSON.stringify(updateData).substring(0, 500));
+        method: 'POST',
-            throw new Error('QBO update returned no ID');
+        headers: { 'Content-Type': 'application/json' },
-        }
+        body: JSON.stringify(updatePayload)
+    });
 
-        await client.query(
+    const updateData = updateRes.getJson ? updateRes.getJson() : updateRes.json;
-            '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: ${updated.SyncToken})`);
+    if (updateData.Fault) {
-        return { success: true, sync_token: updated.SyncToken };
+        const errMsg = updateData.Fault.Error?.map(e => `${e.code}: ${e.Message} - ${e.Detail}`).join('; ') || JSON.stringify(updateData.Fault);
-    } finally {
+        console.error(`❌ QBO Sync Fault:`, errMsg);
-        client.release();
+        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 = {
@@ -226,4 +219,4 @@ module.exports = {
     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-poll-service.js

@@ -0,0 +1,238 @@
+// src/services/stripe-poll-service.js
+/**
+ * Stripe Payment Polling Service
+ * Periodically checks all open Stripe payment links for completed payments.
+ * 
+ * Similar pattern to recurring-service.js:
+ * - Runs every 4 hours (and once on startup after 2 min delay)
+ * - Finds invoices with active Stripe links that aren't paid yet
+ * - Checks each via Stripe API
+ * - Records payment + QBO booking if paid
+ */
+
+const { pool } = require('../config/database');
+const { checkPaymentStatus, deactivatePaymentLink, calculateStripeFee } = require('./stripe-service');
+const { getOAuthClient, getQboBaseUrl, makeQboApiCall } = require('../config/qbo');
+
+const POLL_INTERVAL_MS = 4 * 60 * 60 * 1000; // 4 hours
+const STARTUP_DELAY_MS = 2 * 60 * 1000;       // 2 minutes after boot
+
+/**
+ * Check all invoices with open Stripe payment links
+ */
+async function pollStripePayments() {
+    console.log('💳 [STRIPE-POLL] Checking for completed Stripe payments...');
+
+    const dbClient = await pool.connect();
+    try {
+        // Find all invoices with active (unpaid) Stripe links
+        const result = await dbClient.query(`
+            SELECT i.*, c.name as customer_name, c.qbo_id as customer_qbo_id,
+                   COALESCE((SELECT SUM(pi.amount) FROM payment_invoices pi WHERE pi.invoice_id = i.id), 0) as amount_paid
+            FROM invoices i
+            LEFT JOIN customers c ON i.customer_id = c.id
+            WHERE i.stripe_payment_link_id IS NOT NULL
+              AND i.stripe_payment_status NOT IN ('paid')
+              AND i.paid_date IS NULL
+        `);
+
+        const openInvoices = result.rows;
+
+        if (openInvoices.length === 0) {
+            console.log('💳 [STRIPE-POLL] No open Stripe payment links to check.');
+            return;
+        }
+
+        console.log(`💳 [STRIPE-POLL] Checking ${openInvoices.length} invoice(s)...`);
+
+        let paidCount = 0;
+        let processingCount = 0;
+        let errorCount = 0;
+
+        for (const invoice of openInvoices) {
+            try {
+                const status = await checkPaymentStatus(invoice.stripe_payment_link_id);
+
+                // Update status if changed
+                if (status.status !== invoice.stripe_payment_status) {
+                    await dbClient.query(
+                        'UPDATE invoices SET stripe_payment_status = $1, updated_at = CURRENT_TIMESTAMP WHERE id = $2',
+                        [status.status, invoice.id]
+                    );
+                }
+
+                if (status.status === 'processing') {
+                    processingCount++;
+                    console.log(`   ⏳ #${invoice.invoice_number}: ACH processing`);
+                    continue;
+                }
+
+                if (!status.paid) continue;
+
+                // === PAID — process it ===
+                const amountReceived = status.details.amountReceived;
+                const paymentMethod = status.details.paymentMethod;
+                const stripeFee = status.details.stripeFee;
+                const methodLabel = paymentMethod === 'us_bank_account' ? 'ACH' : 'Credit Card';
+
+                invoice.amount_paid = parseFloat(invoice.amount_paid) || 0;
+
+                await dbClient.query('BEGIN');
+
+                // 1. Record local payment
+                const payResult = await dbClient.query(
+                    `INSERT INTO payments (payment_date, payment_method, total_amount, customer_id, reference_number, notes, created_at)
+                     VALUES (CURRENT_DATE, $1, $2, $3, $4, $5, CURRENT_TIMESTAMP)
+                     RETURNING id`,
+                    [
+                        `Stripe ${methodLabel}`,
+                        amountReceived,
+                        invoice.customer_id,
+                        status.details.paymentIntentId || status.details.sessionId,
+                        `Stripe ${methodLabel} — Fee: $${stripeFee.toFixed(2)} (auto-polled)`
+                    ]
+                );
+
+                await dbClient.query(
+                    'INSERT INTO payment_invoices (payment_id, invoice_id, amount) VALUES ($1, $2, $3)',
+                    [payResult.rows[0].id, invoice.id, amountReceived]
+                );
+
+                // 2. Check if fully paid
+                const newTotalPaid = invoice.amount_paid + amountReceived;
+                const invoiceTotal = parseFloat(invoice.total) || 0;
+                const fullyPaid = newTotalPaid >= (invoiceTotal - 0.01);
+
+                await dbClient.query(
+                    `UPDATE invoices SET 
+                        stripe_payment_status = 'paid',
+                        paid_date = ${fullyPaid ? 'COALESCE(paid_date, CURRENT_DATE)' : 'paid_date'},
+                        payment_status = $1,
+                        updated_at = CURRENT_TIMESTAMP
+                     WHERE id = $2`,
+                    [fullyPaid ? 'Stripe' : 'Partial', invoice.id]
+                );
+
+                // 3. Deactivate link
+                await deactivatePaymentLink(invoice.stripe_payment_link_id);
+
+                // 4. QBO booking
+                if (invoice.qbo_id && invoice.customer_qbo_id) {
+                    try {
+                        await recordStripePaymentInQbo(invoice, amountReceived, methodLabel, stripeFee,
+                            status.details.paymentIntentId || '');
+                    } catch (qboErr) {
+                        console.error(`   ⚠️ QBO booking failed for #${invoice.invoice_number}:`, qboErr.message);
+                    }
+                }
+
+                await dbClient.query('COMMIT');
+                paidCount++;
+                console.log(`   ✅ #${invoice.invoice_number}: $${amountReceived.toFixed(2)} via Stripe ${methodLabel} (Fee: $${stripeFee.toFixed(2)})`);
+
+            } catch (err) {
+                await dbClient.query('ROLLBACK').catch(() => {});
+                errorCount++;
+                console.error(`   ❌ #${invoice.invoice_number}: ${err.message}`);
+            }
+        }
+
+        console.log(`💳 [STRIPE-POLL] Done: ${paidCount} paid, ${processingCount} processing, ${errorCount} errors (of ${openInvoices.length} checked)`);
+
+    } catch (error) {
+        console.error('💳 [STRIPE-POLL] Fatal error:', error.message);
+    } finally {
+        dbClient.release();
+    }
+}
+
+/**
+ * Record Stripe payment in QBO (same logic as in invoices.js check-payment route)
+ */
+async function recordStripePaymentInQbo(invoice, amount, methodLabel, stripeFee, reference) {
+    const oauthClient = getOAuthClient();
+    const companyId = oauthClient.getToken().realmId;
+    const baseUrl = getQboBaseUrl();
+
+    // 1. QBO Payment
+    const paymentPayload = {
+        CustomerRef: { value: invoice.customer_qbo_id },
+        TotalAmt: amount,
+        TxnDate: new Date().toISOString().split('T')[0],
+        PaymentRefNum: reference ? reference.substring(0, 21) : 'Stripe',
+        PrivateNote: `Stripe ${methodLabel} — auto-polled`,
+        Line: [{
+            Amount: amount,
+            LinkedTxn: [{
+                TxnId: invoice.qbo_id,
+                TxnType: 'Invoice'
+            }]
+        }],
+        DepositToAccountRef: { value: '221' }
+    };
+
+    const paymentRes = await makeQboApiCall({
+        url: `${baseUrl}/v3/company/${companyId}/payment`,
+        method: 'POST',
+        headers: { 'Content-Type': 'application/json' },
+        body: JSON.stringify(paymentPayload)
+    });
+
+    const paymentData = paymentRes.getJson ? paymentRes.getJson() : paymentRes.json;
+    if (paymentData.Fault) {
+        const errMsg = paymentData.Fault.Error?.map(e => `${e.Message}: ${e.Detail}`).join('; ');
+        throw new Error('QBO Payment failed: ' + errMsg);
+    }
+    console.log(`   📗 QBO Payment: ID ${paymentData.Payment?.Id}`);
+
+    // 2. QBO Expense for fee
+    if (stripeFee > 0) {
+        const expensePayload = {
+            AccountRef: { value: '244', name: 'PlainsCapital Bank' },
+            TxnDate: new Date().toISOString().split('T')[0],
+            PaymentType: 'Check',
+            PrivateNote: `Stripe fee for Invoice #${invoice.invoice_number} (${methodLabel}) — auto-polled`,
+            Line: [{
+                DetailType: 'AccountBasedExpenseLineDetail',
+                Amount: stripeFee,
+                AccountBasedExpenseLineDetail: {
+                    AccountRef: { value: '1150040001', name: 'Payment Processing Fees' }
+                },
+                Description: `Stripe ${methodLabel} fee — Invoice #${invoice.invoice_number}`
+            }]
+        };
+
+        const expenseRes = await makeQboApiCall({
+            url: `${baseUrl}/v3/company/${companyId}/purchase`,
+            method: 'POST',
+            headers: { 'Content-Type': 'application/json' },
+            body: JSON.stringify(expensePayload)
+        });
+
+        const expenseData = expenseRes.getJson ? expenseRes.getJson() : expenseRes.json;
+        if (expenseData.Fault) {
+            console.error(`   ⚠️ QBO Fee booking failed:`, JSON.stringify(expenseData.Fault));
+        } else {
+            console.log(`   📗 QBO Fee: ID ${expenseData.Purchase?.Id} ($${stripeFee.toFixed(2)})`);
+        }
+    }
+}
+
+/**
+ * Start the polling scheduler
+ */
+function startStripePolling() {
+    // First check after startup delay
+    setTimeout(() => {
+        pollStripePayments();
+    }, STARTUP_DELAY_MS);
+
+    // Then every 4 hours
+    setInterval(() => {
+        pollStripePayments();
+    }, POLL_INTERVAL_MS);
+
+    console.log(`💳 [STRIPE-POLL] Scheduler started (every ${POLL_INTERVAL_MS / 3600000}h, first check in ${STARTUP_DELAY_MS / 1000}s)`);
+}
+
+module.exports = { startStripePolling, pollStripePayments };

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
+};

templates/invoice-template.html

@@ -282,6 +282,7 @@
                 {{ITEMS}}
             </tbody>
         </table>
+        {{PAYMENT_LINK}}
     </div>
 </body>
 </html>