✅ Checklist to Beta

Fix Appointments sub-tab showing blank — add one line to opStopTab(): if(_op.stops[stop-1]) _op.stops[stop-1].activeSubTab = name; 1-line fix

Wire status auto-advance: Quote sent → sent, Driver dispatched → dispatched, CDL verified → verified, ARRIVED shipper → at_shipper, DONE at shipper → in_transit, ARRIVED consignee → at_consignee, BOL submitted → delivered code

Make Service Prefs tab editable — dispatcher can change tracing requirement and notification contacts after sign.html is submitted code

Add location directory name to rate-con.html — currently shows "City, ST" only; should show "Monroe Distribution Center, Monroe, LA" code

Surface source email body in Documents tab — email_body column exists on orders, just needs to render as a collapsible card code

Build assign-driver.html — dispatcher-facing page to enter driver name + cell; sets status = 'awaiting_driver'; sends dispatch SMS to driver code

Add SQL columns: assign_driver_token, last_driver_chase_at on orders table SQL

Persistent carrier dispatch link — sent with rate con; shows load status, driver assignment form, SMS instructions; re-sendable from order panel code

Driver SMS auth challenge — driver texts load# → system replies with MC# prompt → driver texts MC# → match = authenticated removed — Session 31: self-dispatch eliminated; dispatcher enters cell directly, sms_state set on dispatch

Driver chasing cron — identifies loads stuck in awaiting_driver; sends chaser messages to carrier dispatch on schedule code

Dispatch gate — block driver assignment if rate_con_signed_at is null; show warning or hard block code

BOL photo storage — driver-checkin.html already captures the photo; wire upload to Supabase Storage (carrier-docs bucket) + write bol_upload_url to order code

Wire status → delivered trigger — fires in sms-webhook.js when sms_state = 'completed' (or BOL confirmed); writes load_events row code

Delivered visual state on load board — delivered badge, collapse active-load controls, move to "Completed" filter code

Create invoices table — id, order_id, invoice_number (HPL-INV-XXXX), customer_id, status (draft/sent/paid/void), freight_charge, accessorial_lines (jsonb), detention_charge, total_amount, invoice_date, due_date, paid_at, invoice_pdf_url, qbo_invoice_id, qbo_synced_at SQL

Detention charge auto-calc — pull detention_start_shipper/consignee from order; compute billable hours (>2hr free); apply rate from [source — decide before building] code

Build api/generate-invoice.js — uses pdf-lib (already installed); pulls customer, freight charge, accessorials, detention, order details; generates PDF; uploads to Supabase Storage; writes invoice_pdf_url code

Invoice number sequence — auto-increment HPL-INV-XXXX; Postgres sequence or MAX+1 on insert SQL code

Build api/send-invoice.js — sends PDF as email attachment via Graph API; writes status = 'sent' and customer_communications row code

Invoice tab / card in order panel — shows status badge (Draft / Sent / Paid), Generate Invoice button, Preview link, Send to Customer button, detention override field, Mark Paid button code

Create QBO app at developer.intuit.com → get Client ID + Client Secret; set redirect URI to https://loadboard.cptms.com/api/qbo-callback David

Add Vercel env vars: QBO_CLIENT_ID, QBO_CLIENT_SECRET, QBO_REDIRECT_URI, QBO_REALM_ID David

In QBO create Service items: Freight, Detention, plus one per accessorial type. Map to correct income accounts. Confirm net payment terms and which QBO entity receives invoices. David

OAuth flow — api/qbo-auth.js, api/qbo-callback.js, api/_qbo-client.js (token refresh helper), qbo_tokens table, "Connect to QuickBooks" setup page code

Invoice sync — api/qbo-sync-customer.js (find or create customer), api/qbo-push-invoice.js (post invoice with line items on send), sync status badge in order panel invoice tab (✅ Synced / ⚠ Not synced / ❌ Failed + Retry) code

End-to-end test: quote → sign → rate con → driver → delivered → invoice sent → appears in QBO ✅ Beta test

QBO payment sync — when "Mark Paid" clicked in HPL, push a Payment record to QBO closing the invoice code

Carrier remittance — generate carrier payment record PDF + email to carrier dispatch; create Bill in QBO against carrier as Vendor code

Payment receipt recording — invoices.paid_at, amount, payment method; status → closed; closed loads filter on board code

Multi-order email split UI — for emails that contain multiple loads; beta uses single-order emails or manual entry code

Detention ack checkbox on sign.html before signature (legal exposure — do soon after beta) code

Driver GPS proximity check — cross-check driver GPS against shipper address on ARRIVED code

Step 1 — SQL foundation — Create tables: document_capture_types, order_documents, document_capture_requests, document_type_role_notifications. Add OS&D role to roles table. Add interested_party to order_contacts constraint. Seed 8 built-in types (CDL front/back, door, trailer, seal, BOL, scale ticket, OS&D) all with active=false. SQL — David runs

Step 2 — Intake stamp utility (build first — evergreen) — api/_stamp-image.js: takes image buffer, doc type label, order/carrier ref, server timestamp; burns small header into top-right corner; returns stamped buffer. Wire into storePhoto() immediately so every upload from this point forward is stamped automatically — CDL, door, and all future types. Two flavors: order docs (HPL-1234 · CDL Front · [date/time]) and carrier onboarding docs ([Carrier Name] · Received [date/time]). code

Step 3 — Document types API + Files & Master Data UI — GET /api/document-capture-types endpoint. Files & Master Data UI: table of types with add/edit modal (label, slug, category, color mode, resolution, quality, barcode decode, AI extract, active toggle, role notifications, external notification, invoice inclusion). New types addable from UI with zero code changes. code

Step 4 — Config-driven driver capture + POST /api/capture-document — driver-checkin.html reads type config from API dynamically (no hardcoded type logic). jscanify guided camera capture — auto-fires when document stable ~1 sec. Color/grayscale/BW applied per config. POST /api/capture-document receives image, stamps it, stores in order_documents, fires notifications (Relay DM to roles + email to order contacts). code

Step 5 — Order panel Documents tab + dispatcher capture request — Documents tab in order panel: grid of received docs (thumbnail, type, timestamp, captured-by). "Request Document" button → pick type → add verbiage → sends SMS link to driver (POST /api/send-doc-request). Dispatcher manual upload path for docs arriving by email or from customer. Include-with-invoice toggle per doc. code

Step 6 — POD generation — At delivery driver opens single-use link; receiver signs with finger; optional receiver photo (consent disclosure shown). Server composites: stamped BOL at 75% + fixed delivery stamp block at bottom (driver name, arrival time, departure time, detention amount, receiver name, digital signature, GPS coords). Stored as pod_url. Attaches to invoice automatically. Raw original and stamped working copy stored separately for dispute protection. code

Step 7 — Retire old hardcoded URL columns — Remove scattered URL columns from orders table (bol_upload_url, door_photo_url, seal_photo_url, etc.) after full E2E test of new system passes on a real load. SQL + code