Feature Pass
Shipped
The approved non-QuickBooks feature pass is deployed on the remote server.
Migration
Applied
Remote schema updates were run and verified after backup.
Client Portal
Off By Default
Built but disabled until Jackie O is ready.
Verification
Remote Checked
New non-QuickBooks pages returned clean remote HTTP checks.
Development Log
Feature-level sequence of what was added or changed in this pass.
| Area | Plain-English Summary | Status | Date |
|---|---|---|---|
| Business workflow | Kept the Jackie O workflow centered on partial QuickBooks uploads by product, because products come out of production at different times. | Decided | 2026-06-04 |
| QuickBooks role | Kept QuickBooks as the place for invoicing, packing lists, customer communication, and customer-facing activity. | Decided | 2026-06-04 |
| Dashboard | Added a season dashboard showing total orders, total units, wholesale value, sent/open totals, missing QuickBooks IDs, missing yardage, recent sync, and attention items. | Shipped | 2026-06-04 |
| Order status | Added an order overview that shows local status, sent units, open units, missing ID flags, and whether an order changed after a sync log entry. | Shipped | 2026-06-04 |
| Order entry | Improved new and edit order screens with running totals, numeric size inputs, row highlighting, sticky totals, clear row, draft clearing, browser autosave, validation, and spreadsheet-like keyboard movement. | Shipped | 2026-06-04 |
| Product tools | Added bulk product editing with preview before applying changes, plus product detail pages showing orders, size totals, yardage/value contribution, and local sync history. | Shipped | 2026-06-04 |
| Sync Center | Added a local-only Sync Center that reads qblog entries, shows products ready for review, exception counts, reconciliation against local order data, recent sync runs, and sync run details. | Shipped | 2026-06-04 |
| Reports and documents | Added reports for top products, top customers, season comparison, customer reorders, plus a document hub and CSV exports for orders, products, cutting totals, and season reports. | Shipped | 2026-06-04 |
| Season tools | Added a season archive view based on existing product/order data, with a way to switch the active season for review. | Shipped | 2026-06-04 |
| Client order entry | Added the client portal scaffold: client login, admin-created client accounts, password reset, active/inactive controls, client order page, and success page. It is disabled by default. | Shipped | 2026-06-04 |
| Project tracking | Added a project status area and this plain-English development log so decisions, completed work, and open items are easier to keep track of over time. | Shipped | 2026-06-04 |
| Migration | Added an additive SQL migration and a guarded migration runner. The migration was applied on the remote database after code and database backups, then rerun to confirm it is safe to rerun. | Applied | 2026-06-04 |
| Client portal enablement | The client portal is built and deployed, but it remains disabled by default until Jackie O is ready for customers to enter orders directly. | Off by default | 2026-06-04 |
| QuickBooks verification | Did not test live QuickBooks invoice creation, imports, token refresh, or live reconciliation because that requires an active QuickBooks connection and intentional business test action. | Needs QB access | 2026-06-04 |
| Remote page checks | Checked the deployed dashboard, orders, sync center, reports, documents, settings, project status, seasons, client login, migration status, and development log pages for HTTP 200 responses and obvious PHP error output. | Checked | 2026-06-04 |
| Production rollout | Remote code and database backups were created, changed files were uploaded, migration was applied, and the new non-QuickBooks pages were smoke-checked on the live domain. | Shipped | 2026-06-04 |
| Navigation polish | Changed the app navigation to a grouped left sidebar with working accordion sub-menu sections and applied the design to the dashboard, new feature pages, older shared-header pages, the QuickBooks connection page, and this development log. | Shipped | 2026-06-04 |
| Dashboard landing | Set the site root to land on the dashboard and added a fallback that selects the most recent season from existing product data when there is no season saved in the session. | Shipped | 2026-06-04 |
| Orders send screen | Redesigned the existing Orders List / Send page into a cleaner QuickBooks send workspace with summary cards, searchable product selection, send review totals, a preview modal, and expandable order details while preserving the existing product-send workflow. | Shipped | 2026-06-04 |
What Still Needs To Happen
- Enable the client portal in Settings only when Jackie O is ready for customer-entered orders.
- Verify any live QuickBooks send/import behavior only with an active connection and intentional business test action.
What Was Intentionally Not Changed
- The app does not replace QuickBooks customer management, invoicing, packing lists, or customer-facing communication.
- The existing QuickBooks send workflow remains the live upload path.
- The product, size, and QuickBooks upload assumptions were not casually restructured during the active season.
- No QuickBooks API action was run during the feature implementation or remote rollout pass.
Source Note
This page was written from the June 4, 2026 meeting notes, the client-approved feature focus document, the completed implementation, the remote rollout/migration checks, and the completion notes in outputs/jackieo_client_feature_completion_notes.txt. It is intentionally plain-language and should be updated after client-portal enablement or QuickBooks verification work is completed.