Software Updates

V1→V2 table migration: eliminate all contacts/jobs/invoices/payments V1 refs

• 58 V1 table references eliminated across 12 source files
• contacts→customers: contactSync, Jobber webhook, portal routes, Twilio, dashboard
• jobs→jobs_v2: Jobber webhook, jobs/sync, CommandPalette
• invoices→invoices_v2: Square webhook, Jobber webhook, invoices/send
• payments→payments_v2: Square webhook (removed dual-write pattern)
• contactSync.ts: major rewrite using native jobber_id/airtable_id columns
• All column mappings updated (full_name→display_name, address→billing_address, etc.)
• Clean build verified - zero errors
• Only remaining V1 ref: 1 in _archive dead code

comprehensive audit & updates — scrub secrets, fix outdated statuses, update 16 files

• Scrub Twilio SID/Auth Token from TWILIO_IMPLEMENTATION_GUIDE and TWILIO_QUICKSTART
• Scrub Brevo API key from BREVO_QUICK_START
• API_SECURITY_CHECKLIST: Mark RLS migrations as Applied, rate limiting as Done (7 endpoints)
• BUG_STATUS_SUMMARY + CURRENT_BUGS: Mark DispatchMessenger race condition as Fixed
• SQL_SCHEMA_STATUS: Add 5 missing migrations to applied list
• SECURITY_REMEDIATION_ROADMAP: Update rate limiting (done), V2 migration progress
• DATA_MODELS (android): Fix role enum (owner/developer/team_lead/employee, not admin/manager)
• DASHBOARD_UNIFICATION_PLAN: Mark as Completed, link to _COMPLETE doc
• UI_REORGANIZATION_SUMMARY: Note old /dashboard/time pages still need deletion
• COMPREHENSIVE_INTEGRATION_PLAN: Add Feb 2026 status update header
• CROSS_REPO_AUDIT: Add staleness warning
• SUPABASE_SETUP: Add V2 tables note
• Create DOCS_AUDIT.md with full 57-file audit report

critical fixes + high-priority improvements

• DispatchMessenger: fix race condition where messages disappear
• Block realtime conversation reload during active send (isSendingRef)
• Block loadMessages when pendingMessageRef is set
• Add 1.5s delayed reload after send completes to sync state
• Rate limiting on all 7 public/portal API endpoints: portal/login, portal/register, portal/forgot-password, portal/check-email, portal/dashboard, service-request, contact (10/min public, 100/min authenticated, with Retry-After headers)
• Brevo test/health endpoint: GET for config check + sender verification, POST for test email sends (used by developer console)
• Square health endpoint: verifies API key + location configuration
• Invoice send route: try invoices_v2 + customers first, fall back to legacy invoices + contacts (V2 data model migration)
• Portal check-email: try customers table first, fall back to contacts
• CommandPalette: migrate contacts → customers, jobs → jobs_v2, invoices → invoices_v2 (all with legacy fallbacks)
• Developer email-templates: add 'developer' to allowed roles
• Job schedule form: replace manual end time with duration dropdown, auto-calculate completion time, computed preview display
• Job schedule API: add 4 debug log points for email diagnosis

portal dashboard race condition, scheduling email fallback, deposit column mapping

Fix 6 issues: password eye icons, schedule button, Google Calendar auth, portal spinner, email preview

• 1. Password reveal eye icons on all 6 password fields (login, portal login/register/confirm, reset password)
• 2. Schedule & Assign button now shows for lead/estimate/pending/scheduled statuses with Reschedule label
• 3. Google Calendar auth: Bearer token support in all 4 API routes + GoogleCalendarSync component
• 4. Portal spinner fix: new /api/portal/dashboard route using service role to query v2 tables (jobs_v2, estimates_v2, invoices_v2, customers) bypassing RLS mismatch
• 5. Email preview: 3 new system templates (scheduling confirmation, invoice, estimate) with preview + test send in developer console
• 6. Portal registration: now searches customers table (new schema) before contacts (legacy) for matching
• 7. SQL migration: portal customer read policies for v2 tables

schedule & assign with Brevo email, photo gallery, standalone audit page

• Fix audit-logs API bug: auth_user_id → user_id (was returning empty results)
• Add /api/jobs/schedule endpoint: assign tech, set schedule window, send Brevo confirmation email to customer with date/time/address/tech details
• Job detail page: Schedule & Assign modal with tech dropdown, datetime pickers, duration, email confirmation checkbox
• Job detail page: Photo gallery section with image grid, click-to-expand detail modal, per-photo notes, upload/delete support
• Add Attachment.notes field + migration: ALTER TABLE job_attachments ADD COLUMN notes TEXT
• Create standalone /dashboard/audit page with full activity trail: stats cards, filter by action/table/date/search, expandable rows showing IP, location, device, browser, user agent, JSONB details
• Add Audit Log link to sidebar Administration section with clipboard-list icon

add job_number generation to job creation (jobs page + API)

• jobs/page.tsx: Generate ZIP-MMDDYY-SEQ job number from property/customer zip
• api/jobs/route.ts: Same job_number generation for API-created jobs
• Fixes: null value in column 'job_number' of relation 'jobs_v2' violates not-null constraint

Add People & HR section, org switcher, SaaS admin console (dark mode), and Careers page

• Sidebar: Added 'People & HR' section with Team and Careers links
• Sidebar: Moved Employees out of Administration into People & HR as 'Team'
• Sidebar: Added org switcher below logo (Maverick / SaaS toggle)
• /dashboard/saas: Full dark mode SaaS admin console with its own layout
• Own sidebar with SaaS-specific nav (Organizations, Subscriptions, MRR, etc.)
• KPI cards, quick actions, org table, platform health status
• Violet/purple theme, fully dark bg-[#0a0a0f]
• /dashboard/careers: Careers & Job Postings page with CRUD form
• Parent layout passes through directly for /dashboard/saas routes

Sidebar sections, developer console enhancements, multi-tenancy plan

• Reorganize sidebar into 8 logical sections: Operations, Financial, Assets, Communication, Reports, AI Tools, Administration (with section headers)
• Developer console: add Email Templates tab with HTML preview + test send via Brevo
• Developer console: add Customer Portal Preview tab with iframe previews of /portal/login and /pay, plus route inventory
• New API: /api/developer/email-templates (GET list all, POST test send)
• Multi-tenancy architecture plan (docs/MULTI_TENANCY_PLAN.md) for selling Service Maverick to other HVAC companies

job creation + customer edit — align with actual DB schema

• Loads customer properties, auto-selects primary property
• Shows resolved address with green checkmark
• 'Service is at a different address' checkbox for manual entry
• Insert only uses actual jobs_v2 columns (property_id instead of non-existent service_address/city/state/zip)
• do_not_service → do_not_contact (actual column)
• preferred_contact → preferred_contact_method (actual column)
• notes → internal_notes (actual column)
• Removed non-existent columns from API allowedFields: phone_3, address, city, state, zip, labels, descriptor, misc_info, receives_*, text_enabled_phone

RLS policies use user_id not auth_user_id

employee_profiles FK uses user_id not id

dashboard bugs, audit logging, developer console

• Jobs page: 7 fixes (jobs_v2 table, customers FK, customer_id column, display_name field, snake_case job types, lead/estimate status, filters)
• Customer detail: alt_phone → phone_secondary, default state TX → GA
• Schedule page: jobs → jobs_v2, contacts → customers FK hints
• Equipment page: contacts → customers, company → company_name, two-step client-side load (equipment FK is legacy contact_id)
• Reports page: contacts → customers, pending → lead/estimate filter
• War room: removed $49 competitor pricing reference
• Codebase-wide: tune-up → seasonal maintenance (docs, SEO, services)
• Audit logging system (src/lib/auditLog.ts) with IP/geo extraction
• Audit logs API route (GET /api/audit-logs) with admin-only access
• Developer Console page (/dashboard/developer) with 4 tabs: Audit Logs, System Health, Email Test, Webhooks
• SQL migration: audit_logs table + job-attachments storage bucket
• Audit logging integrated into customers CRUD + file upload routes
• JobStatus now includes 'lead' and 'estimate' values

Brevo email API integration

• Added brevoClient.ts with complete Brevo REST API implementation
• sendEmail() for transactional emails (HTML + text)
• sendTemplateEmail() for template-based emails
• sendSMS() for one-way SMS notifications
• createOrUpdateContact() for contact sync
• testBrevoConnection() for health check
• Added test endpoint at /api/test/brevo
• GET - Check connection and account status
• POST - Send test email
• Added comprehensive quick start guide
• Deployment steps for Vercel
• Domain verification instructions (SPF, DKIM, DMARC)
• Usage examples and best practices
• Template creation guide
• Environment variables configured in .env.local
• BREVO_API_KEY
• EMAIL_FROM=service@maverickmechanical.us
• EMAIL_FROM_NAME=Maverick Mechanical

Square webhooks + portal bug fixes

• payment.completed/updated/failed — sync to payments, deposits, invoices
• refund.created/updated — adjust balances, mark deposits cancelled
• customer.created/updated — bidirectional sync with customers table
• invoice.created/updated/payment_made/canceled — status sync
• dispute.created — CRITICAL SMS alert to owner with deadline
• dispute.state.updated — notify on win/loss, restore/deduct funds
• Fixed signature verification (now includes notification URL per Square spec)
• Idempotency via event_id deduplication
• SMS alerts for disputes + failed payments
• Processing metrics (processing_time_ms)
• Webhook logs + notifications tables
• Added onAuthStateChange listener to fix race condition on login redirect
• Fixed portal-auth.tsx is_verified → email_verified column mismatch
• SQL migration fixes is_portal_customer() and get_portal_customer_id() functions
• Added is_verified as synced alias column for backwards compatibility
• Enhanced error logging with full Supabase error details
• COMPREHENSIVE_INTEGRATION_PLAN.md — Square API audit, Brevo SMTP plan, 25 API recommendations
• OPENCLAW_IMPLEMENTATION_PLAN.md — AI agent integration roadmap

complete deposit enhancement suite

• SMS notifications via Twilio on deposit creation + payment confirmation
• Branded HTML email templates (deposit created, reminders, paid receipt)
• Automated deposit reminders cron (Vercel Cron daily @ 2PM UTC)
• Progressive frequency: daily near expiry, every 2d final week, every 4d otherwise
• Max 5 reminders, auto-expire past-due deposits
• Deposit templates system (Standard 50%, 25% Down, Full Prepay, Flat )
• DB table + API endpoints + quick-selector UI in CollectDepositModal
• Customer detail page: new Deposits tab + pending deposits in overview
• Estimates page: bulk deposit collection, template selector, SMS/email checkboxes
• Deposit-aware estimate-to-invoice conversion (applies deposit as payment)
• Payments page: Copy Deposit Link, Resend, Convert to Invoice actions
• Dashboard: admin deposit analytics widget (pending/collected/overdue/rate)
• Customer portal: deposits section with Pay Now buttons + stat card
• Deposit page: enhanced ACH/Zelle section with transfer instructions
• SQL migration: notification tracking, deposit_templates table, job deposit fields
• Vercel cron config for automated reminders
• OpenClaw opportunities documentation

add deposit collection system for quoted jobs

• Add deposit_requests table with Square payment link integration
• Create /api/deposits/create endpoint for generating deposit requests
• Create /api/deposits/[id] endpoints (GET public, PATCH admin)
• Add /deposit/[id] customer-facing payment page with multiple options
• Update estimates page with 'Collect Deposit' button and modal
• Add 'Deposits' tab to payments dashboard with full management view
• Integrate Square webhook handler for automatic CC payment detection
• Calculate credit card processing fees (2.9% + /bin/zsh.30 per transaction)
• Support percentage or fixed amount deposits
• Enable cash/check and ACH payment options without fees
• Customers see real-time fee breakdown for CC vs cash/check
• Admin can record manual payments (cash, check, Zelle, ACH)
• Deposits linked to estimates for tracking
• 30-day expiration with status tracking
• Square payment links auto-generated when API credentials available

Wire 5 invention pages to real Supabase data

• Ghost Job Detector: queries jobs_v2 + invoices_v2 to find missing/underbilled invoices
• Shame Clock: queries customers + jobs_v2 for maintenance gap calculations
• Parts Oracle: queries scheduled jobs with keyword-based parts prediction
• Mood Ring: queries chat_conversations + chat_messages for sentiment scoring
• Time Machine: pulls real baseline metrics for what-if business simulations

pricebook item_type union type error blocking Vercel build

Build all 10 AI Inventions + update dashboard nav + platform selling page

• Add Invention #8: Customer Mood Ring (sentiment scoring)
• Add Invention #9: War Room (competitive intelligence)
• Add Invention #10: Time Machine (what-if simulator)
• Update dashboard layout.tsx: add all 10 invention pages to admin sidebar nav
• Add 7 new icon components (GhostIcon, AcademicIcon, MapIcon, MicrophoneIcon, CubeIcon, HeartIcon, ShieldIcon)
• Update platform/page.tsx: add 'Only on Service Maverick' section showcasing all 10 inventions
• Add inventions data array with emoji, title, description, and tags
• Update Pro tier features: add Ghost Jobs, Parts Oracle, Mood Ring, Time Machine
• Update Enterprise tier features: list all 10 AI Inventions
• Add 10 new comparison table rows (all Maverick, none on ServiceTitan)
• Move Platform link to footer only (removed from header nav)

format display_name as 'LAST, FIRST' and add migration

Add interactive Google Maps service area map

• Create ServiceAreaMap component with real Google Maps API integration
• Display all 14 Georgia service cities with markers and coverage areas
• Update service-area page to use interactive map instead of placeholder
• Add Google Maps API setup documentation
• Include TypeScript types for Google Maps (@types/google.maps)
• Add API key configuration to environment variables
• 14 blue markers for each service city (Northside Atlanta, Sandy Springs, Dunwoody, Roswell, Johns Creek, Smyrna, Alpharetta, Canton, Milton, Marietta, Acworth, Woodstock, Kennesaw, Cartersville)
• Semi-transparent circles indicating ~5 mile service radius
• Clickable info windows with city names
• Responsive design for mobile and desktop
• Professional error handling and loading states

Add automated daily backup system

• Backup tables for customers, properties, jobs_v2, job_attachments
• Automated daily backups at 2 AM UTC via pg_cron
• 90-day retention with automatic cleanup
• Backup monitoring dashboard at /dashboard/admin/backups
• Manual backup trigger option
• RLS protection (admin-only access to backups)
• Tracks backup runs with status, duration, and error messages
• Accidental schema changes
• SQL migration errors
• Data corruption
• Human error
• run_daily_backup() - Master backup function
• backup_customers/properties/jobs/attachments() - Individual backups
• cleanup_old_backups() - Removes old data

Fix RLS policies after database reset

• Updated is_employee() and is_admin_user() functions to check employee_profiles table
• Fixed RLS policies for customers, properties, jobs_v2, job_attachments, assets, invoices_v2
• Changed employees table references to employee_profiles
• OCR and invoice attachment system preserved and working
• All 3,703 imported jobs now accessible with proper authentication

Change job source from 'import' to 'phone' to comply with database constraint

• The jobs_v2 table has a CHECK constraint that only allows specific source values
• 'import' was not in the allowed list, causing insertion failures
• Changed to 'phone' as historical jobs came from phone calls
• Successfully imported 3,703 jobs from CSV file

recover customer addresses and add intelligent geocoding

• Add missing import columns to customers and properties tables
• Successfully restore 417 customer properties from CSV backups
• Intelligently geocode 5 remaining addresses using geopy
• Add helper scripts for data recovery and geocoding
• All 422 properties now linked to customers with complete address data

Deploy employee metrics and ServiceTitan schema to production

• Complete ServiceTitan CRM schema (customers, properties, jobs, estimates, invoices, dispatch)
• Full Employee Metrics/HRIS system (20+ tables for HR, training, performance, safety)
• Metric catalog with 100+ pre-defined metrics (KPIs, analytics, tracking)
• All tables with Row Level Security policies based on visibility levels
• Migration utilities and diagnostic SQL scripts
• Successfully deployed to live Supabase instance

Complete employee metrics and portal system

• Add comprehensive employee metrics database schema with 20+ tables
• Create TypeScript types for all employee metrics entities
• Seed 100+ metrics across all categories (HRIS, time, performance, etc)
• Implement employee metrics API with role-based visibility filtering
• Create employee dashboard pages:
• My Metrics: Overview and metrics dashboard
• My Training: Training records and certifications
• My PTO: Leave balance and request management
• My Assets: Equipment and tools inventory
• My Profile: Personal and employment information
• My Performance: Goals, reviews, and coaching
• My Schedule: Shifts and on-call rotations
• My Security: 2FA, sessions, and access logs
• Create HR admin console for viewing all employee data
• Add dashboard data aggregation API
• Implement role-aware visibility for sensitive data

Fix Customer type missing billing fields in DispatchMessenger

Add employee role management scripts

Add employee creation script

Fix customer edit form to use correct billing_* field names

Add mobile OCR integration documentation

• Update MOBILE_INTEGRATION_ROADMAP.md marking OCR/attachments complete
• Add MOBILE_OCR_INTEGRATION.md with implementation details for Android and iOS

customer edit modal uses API (bypasses RLS); add OCR text search to CommandPalette; add mobile integration roadmap

add sync/delete APIs; OCR total extraction fix; enforce invoice_number = job_number on upload; UI: attachment view/delete buttons & Maverick Vision modal; audit script for invoice amounts

Add enhanced DispatchMessenger with resizable columns, customer info panel, job/invoice history, and schedule job button

Fix duplicate messages, customer sending status, default to Messages tab

Fix getConversation fallback to include all fields including channel

Add more logging to API routes for debugging conversation lookup

Add fallback logic to getConversation - simple query first, then relations

Add debugging logs to getConversation to diagnose 404 errors

add accessibility attributes to customer edit modal form fields

add accessibility attributes to job edit modal form fields

show alert if message send fails, keep failed message visible

add isSendingRef to prevent loadMessages from running during send

prevent conversation reference changes from triggering loadMessages

Fix chat display name format and add extensive logging for message debugging

• Show 'Zachary Rosser McIntosh' instead of 'McIntosh, Zachary Rosser'
• Add console logging throughout message send/receive flow
• Log when loadMessages is called and if pending messages exist
• Log realtime message events

Remove duplicate realtime publication commands from migration

Add RLS policy for anonymous chat users

• Fix chat_messages SELECT policy for anon users (customer widget)
• Fix chat_conversations SELECT policy for anon users
• Add anon INSERT policy for chat_messages
• Enable realtime publication for chat tables

Add Edit modal for job detail page

• Added showEditModal state and editForm state
• Added handleOpenEdit and handleSaveEdit functions
• Connected Edit button to open modal
• Modal allows editing: title, description, type, priority, price, notes