padelnomics/CHANGELOG.md

# Changelog

All notable changes to this project will be documented in this file.

The format is based on [Keep a Changelog](https://keepachangelog.com/en/1.1.0/).

## [Unreleased]

### Added — Phase 2: Scale the Marketplace — Supplier Dashboard + Business Plan PDF

- **Paddle.js overlay checkout** — migrated all checkout flows (billing,
  supplier signup, business plan) from server-side Paddle transaction creation +
  redirect to client-side `Paddle.Checkout.open()` overlay; `PADDLE_CLIENT_TOKEN`
  config; Paddle.js script in `base.html` with sandbox/production toggle
- **Paddle products in DB** — new `paddle_products` table replaces 16
  `PADDLE_PRICE_*` env vars; `get_paddle_price(key)` and
  `get_all_paddle_prices()` async helpers in `core.py`; `setup_paddle.py`
  rewritten to write product/price IDs directly to database
- **Migration 0008** — `paddle_products`, `business_plan_exports`, `feedback`
  tables; `logo_file` and `tagline` columns on `suppliers`
- **Umami analytics** — tracking script in `base.html`; config vars
  `UMAMI_API_URL`, `UMAMI_API_TOKEN`, `UMAMI_WEBSITE_ID`; directory click
  tracking redirect routes (`/<slug>/website`, `/<slug>/quote`)
- **Supplier dashboard** (`/suppliers/dashboard`) — tab-based HTMX dashboard
  with sidebar nav (Overview, Lead Feed, My Listing, Boost & Upsells); each
  tab loads via `hx-get` with `hx-push-url` for deep-linking
  - **Overview tab** — 4 KPI stat cards (profile views, leads unlocked, credit
    balance, directory rank), new leads alert banner, recent activity feed
  - **Lead feed tab** — refactored `_get_lead_feed_data()` shared function
    with bidder count; heat/country/timeline filter pills; region matching
    badges; "No other suppliers yet — be first!" messaging
  - **My Listing tab** — preview card + inline edit form (company info,
    categories, service area, logo upload); `POST /suppliers/dashboard/listing`
    saves changes
  - **Boost & Upsells tab** — current plan, active boosts, available boosts
    with `Paddle.Checkout.open()` purchase buttons, credit packs grid, summary
    sidebar with visibility multiplier
- **Business plan PDF export** — `businessplan.py` with WeasyPrint PDF engine;
  `plan.html` + `plan.css` A4 templates (executive summary, CAPEX, OPEX,
  revenue model, 5-year P&L, 12-month cash flow, sensitivity, key metrics);
  bilingual EN/DE; `generate_business_plan` worker task
- **Business plan routes** — `GET /planner/export` (options page with scenario
  picker + Paddle checkout), `POST /planner/export/checkout`, `GET
  /planner/export/success`, `GET /planner/export/<id>` (download); export CTA
  in planner sidebar
- **Supplier landing page enhanced** — live stats from DB (business plans
  created, avg project value, suppliers listed, monthly leads); real anonymized
  lead preview cards (fallback to example data); credit explainer (hot=35,
  warm=20, cool=8); "Most Popular" badge on Growth plan; expanded FAQ (8
  questions including credits, countries, cancellation); social proof section
- **Admin supplier management** — `GET /admin/suppliers` with tier/country/name
  filters (HTMX search), `GET /admin/suppliers/<id>` detail with profile info,
  credit balance + ledger, active boosts, lead forward history; `POST
  /admin/suppliers/<id>/credits` manual credit adjustment; `POST
  /admin/suppliers/<id>/tier` manual tier change; supplier stats on admin
  dashboard (claimed, growth, pro, credits spent, leads forwarded)
- **Feedback widget** — compact "Feedback" button in navbar opens HTMX popover
  with textarea; `POST /feedback` rate-limited (5/hr per IP), inserts into
  `feedback` table; `GET /admin/feedback` paginated admin view with user email
  + page URL

### Added — Phase 1: Lead Operations + Builder Directory Monetization

- **SDK migration** — replaced raw httpx calls with official `paddle-python-sdk`
  and `resend` SDKs for type safety, built-in webhook verification, and cleaner
  code; `send_email()` now accepts `from_addr` parameter; all Paddle API calls
  use SDK client
- **EMAIL_ADDRESSES dict** — hardcoded `transactional`, `leads`, and `nurture`
  from-addresses sharing the `notification.padelnomics.io` Resend domain
- **Paddle product setup script** — `scripts/setup_paddle.py` creates all 14
  products/prices programmatically via SDK; outputs `.env` snippet for CI
- **Claude Code skills** — `.claude/skills/paddle-integration/SKILL.md` and
  `.claude/skills/resend-emails/SKILL.md` for consistent SDK usage patterns
- **Migration 0007** — `credit_ledger`, `lead_forwards`, `supplier_boosts`
  tables; 12 new columns on `suppliers` (profile, credits); `credit_cost` and
  `unlock_count` on `lead_requests`
- **Credit system** (`credits.py`) — `get_balance`, `add_credits`,
  `spend_credits`, `unlock_lead`, `compute_credit_cost`, `monthly_credit_refill`,
  `get_ledger`; `InsufficientCredits` exception; heat-based pricing (hot=35,
  warm=20, cool=8 credits); `refill_monthly_credits` worker task + scheduler
- **Admin lead management** — `GET /admin/leads` with status/heat/country
  filters (HTMX search), `GET /admin/leads/<id>` detail with project brief +
  forward history, `POST /admin/leads/<id>/status` update, `POST
  /admin/leads/<id>/forward` manual forward (no credit cost); lead funnel stats
  on admin dashboard (planner users → leads → verified → unlocked)
- **Lead forwarding emails** — `send_lead_forward_email` worker task sends full
  project brief + contact details to supplier; `send_lead_matched_notification`
  notifies entrepreneur when a supplier unlocks their lead
- **Credit cost computed on submission** — `credit_cost` set from heat score
  both on verified-user submission and on email verification
- **Supplier signup wizard** (`/suppliers/signup`) — 4-step HTMX wizard: plan
  selection (Growth €149/mo, Pro €399/mo), boost add-ons (logo, highlight,
  verified, newsletter), credit packs (25-250), account details + order summary;
  builds multi-item Paddle transaction; `_accumulated` hidden JSON pattern
- **Supplier claim flow** — `GET /suppliers/claim/<slug>` verifies unclaimed
  and redirects to signup with pre-fill
- **Webhook handlers** — `subscription.activated` with `supplier_*` plan creates
  supplier record with tier, credits, and boosts; `transaction.completed`
  handles credit pack purchases and sticky boost purchases with expiry
- **Supplier profile page** (`/directory/<slug>`) — public profile with logo,
  verified badge, description, service categories as pills, service area, years
  in business, project count, website; "Request Quote" and "Claim This Listing"
  CTAs
- **Directory card links** — all directory cards now link to supplier profile
  pages; paid-tier cards show "Request Quote" mini-CTA
- **Supplier lead feed** (`/suppliers/leads`) — requires login + paid supplier
  tier; shows anonymized lead cards with heat badge, facility type, courts,
  country, timeline, budget range, credit cost, unlock count; `POST
  /suppliers/leads/<id>/unlock` spends credits, creates lead_forward, sends
  emails, returns full-details card via HTMX swap
- **Email nurture via Resend Audiences** — on first scenario save, user is added
  to "Planner Users" audience (triggers 3-email automation); on quote submission,
  user is removed from audience (stops nurture)
- **PADDLE_PRICES expanded** — 13 new price keys for supplier plans, boosts,
  credit packs; `PADDLE_ENVIRONMENT` config for sandbox/production switching

### Changed
- Supplier marketing page CTAs link to `/suppliers/signup` instead of mailto
- `httpx` removed from direct dependencies (transitive via paddle SDK)

### Added
- **Double opt-in email verification for quote requests** — guest quote
  submissions now require email verification before the lead goes live;
  verification click also creates a user account and logs them in
  automatically (GDPR-friendly consent trail)
- `GET /leads/verify` route — validates token, activates lead
  (`pending_verification` → `new`, sets `verified_at`), logs user in, sends
  admin notification and welcome email
- `send_quote_verification` worker task — branded verification email with
  project details and "Verify & Activate Quote" CTA button (DEBUG mode
  prints link to console)
- `quote_verify_sent.html` template — "Check your email" page shown after
  guest quote submission
- Migration 0006 — adds `verified_at TEXT` column to `lead_requests`
- 9 new tests in `TestQuoteVerification` class covering the full
  verification flow, expired tokens, duplicate verification, and user
  creation

### Changed
- **Inline CTA full copy** — mobile/narrow-screen inline quote CTA now matches
  sidebar: "Next Step" label, full title, description, 4 checkmark benefits,
  "Get Supplier Quotes" button, and "Takes ~2 minutes" hint
- **Signup bar simplified** — removed `×` close button from guest signup bar;
  now a non-dismissable nudge (still only shown on results tabs via JS)
- **Investment tab narrower** — CAPEX tab content constrained to 800px max-width
  so 3-column card grid, table, and chart don't stretch across full 1100px on
  wide screens

### Changed
- **Quote form → standalone 9-step HTMX wizard** — extracted "Get Quotes" from
  planner Step 5 into a standalone multi-step wizard at `/leads/quote` using
  server-rendered HTMX partials; each step validates server-side and swaps via
  `hx-post`/`hx-get` with OOB dot progress updates; accumulated state passed
  forward as hidden JSON field (no JS state management)
- **Planner reduced to 4 steps** — removed embedded quote form (Step 5) from
  planner wizard; Step 4 "Get Quotes →" now navigates to `/leads/quote` with
  pre-filled params (venue, courts, glass, lighting, country, budget)
- **Planner sidebar CTA** — "Get Supplier Quotes" button now links to standalone
  quote wizard instead of scrolling to embedded Step 5; sidebar now visible on
  all tabs including assumptions (was results-only)
- **Sticky wizard nav** — planner preview bar (CAPEX/CF/IRR) and back/next
  buttons now stick to the bottom of the viewport so users don't have to scroll
  to navigate between steps
- **Mobile quote CTA** — inline "Get Quotes" card shown below main content on
  screens narrower than 1400px (where the fixed sidebar is hidden)
- **Step 4 → "Show Results"** — final planner wizard step now says "Show Results"
  instead of "Get Quotes" since quote flow is a separate standalone wizard
- **Removed "2-5 suppliers" cap language** — replaced specific supplier count
  promises with "matched suppliers" across landing page, supplier FAQ, planner
  sidebar, and quote form privacy box

### Removed
- Inline quote form from planner (Step 5 HTML, `#wizSuccess`, hidden inputs)
- `populateWizAutoFill()`, `submitQuote()`, `COUNTRY_NAMES` from planner.js
- `__PADELNOMICS_QUOTE_URL__` JS variable from planner template
- Step 5 scoped CSS (~155 lines): `#wizQuoteForm`, `.wiz-autofill-summary`,
  `.wiz-input`, `.wiz-privacy-box`, `.consent-group`, `.wiz-success`,
  `.wiz-signup-nudge`, `.wiz-checkbox-label`

### Added
- **Supplier tier system** — Migration 0005 adds `tier` (free/growth/pro),
  `logo_url`, `is_verified`, `highlight`, `sticky_until`, `sticky_country`
  columns to suppliers table for paid listing support
- **HTMX live search** — directory search input and filters update results
  via `hx-get` with 300ms debounce; new `/directory/results` endpoint returns
  swappable partial
- **Directory card tiers** — three-tier card design: Pro (green border, logo,
  verified badge, website), Growth (description, blue badge), Free (muted,
  unverified, "Is this your company?" CTA); sticky/featured suppliers pinned
  to top with blue border
- **Supplier pricing page** — `/suppliers/` now shows Growth (€149/mo) and
  Pro (€399/mo) plan cards with feature lists, boost add-ons grid (Logo,
  Highlight, Verified Badge, Sticky Top, Newsletter Feature), updated FAQ
- **Mandatory form fields** — country, timeline, and stakeholder_type now
  required on quote request form with server-side 422 validation
- **Validation test** — `test_quote_validation_rejects_missing_fields` verifies
  server returns 422 JSON errors for missing mandatory fields

### Changed
- **Nav redesign** — Zillow-style sticky nav with backdrop-blur: demand-side
  links (Planner, Directory) left, supply-side (For Suppliers, Help) after
  separator, Sign In right; removed "Get Started Free" button
- **CTA text sweep** — "Get Matched" → "Get Quotes" across planner, landing,
  and lead forms; removed all "Free" qualifiers from CTAs and badges
- **ROI calculator fix** — realistic cost model: €35K/court (was €25K),
  staff costs, €8/sqm rent (was €4); payback and ROI now based on total
  investment (was equity only); defaults: €40/hr rate, 35% utilization;
  shows ~3.9yr payback, ~26% ROI (was 0.1yr/1255%)
- **Directory route refactor** — shared `_build_directory_query()` helper
  with tier-based SQL ordering (sticky → pro → growth → free → alphabetical)

### Added
- **Supplier directory** — public searchable directory at `/directory/` with 279
  padel court suppliers across 31 countries; FTS5 full-text search, country and
  category filters, pagination, category-colored badges, unclaimed listing model
- **Supplier landing page** — `/suppliers/` marketing page for suppliers: hero,
  how-it-works steps, example lead preview, FAQ, "Claim Your Listing" CTAs
- **Migration 0004** — creates `suppliers` table with FTS5 virtual table,
  content-sync triggers, and seeds 279 suppliers from PadelDirectory.md
- **Quick ROI calculator** — landing page now features an interactive 3-slider
  calculator (courts, rate, utilization) showing investment, monthly cash flow,
  payback period, and annual ROI in real time
- **Supplier matching section** — landing page "Find the Right Suppliers" section
  with 3-step flow and link to directory
- **FAQ accordion** — landing page FAQ covering planner features, signup
  requirements, supplier matching, directory pricing, and projection accuracy

### Changed
- **Visual refresh** — adopted React prototype color palette and aesthetic
  site-wide: royal blue primary (#1D4ED8), green (#16A34A), gold (#D97706);
  elevated cards with soft shadows, rounder corners (rounded-2xl cards,
  rounded-xl buttons/inputs), frosted-glass planner nav, highlighted CTA
  regions with blue-tinted backgrounds, pill-shaped toggle/filter controls,
  polished buttons with colored shadows, stronger hover lift on directory cards
- **Landing hero redesigned** — two-column layout with headline + CTAs on left
  and interactive Quick ROI calculator on right (matching React prototype);
  green badge pill, feature check bullets, "Open Full Planner" CTA inside
  calculator card; responsive single-column on mobile
- **Landing page redesigned** — replaced screenshot card with Quick ROI
  calculator; added supplier matching section, FAQ, and live supplier stats;
  CTAs renamed "Open the Planner — Free"; Build journey card updated with
  live supplier/country counts
- **Navbar** — Planner and Directory links now visible for all users (not just
  logged-in); footer updated with Directory and For Suppliers links
- **Planner CTAs** — removed sticky "Get Builder Quotes" footer bar; CAPEX and
  Returns tab CTAs now navigate to wizard step 5 (integrated lead qualifier)
  instead of redirecting to standalone `/leads/quote` form
- **Sitemap** — added `/planner/`, `/directory/`, and `/suppliers/` URLs

### Changed
- **Planner wizard** — Assumptions tab reorganized into 5 guided steps
  (Your Venue → Pricing → Costs → Finance → Get Matched) with live preview
  bar and step navigation; reduces cognitive load from 60 sliders to ~6-15
  per step
- **Integrated lead qualifier** — Step 5 "Get Matched" embeds the supplier
  quote form directly in the planner; auto-fills venue, courts, glass,
  lighting, country, budget from planner state; submits inline via fetch
- **JSON quote endpoint** — `POST /leads/quote` now accepts `application/json`
  and returns `{"ok": true, "heat": "..."}` for inline planner submissions;
  standalone HTML form unchanged

### Added — Phase 0 Round 2: Polish & Country-Specific Calculator
- **Country-specific calculator** — `country` selector (DE/ES/IT/FR/NL/SE/UK/Other) and `permitsCompliance` CAPEX item for Indoor Rent and Outdoor scenarios; country presets auto-adjust permit costs
- **Permits & Compliance** — new CAPEX line item for building permits, noise studies, and regulatory compliance (default €12K for Germany); excluded from Indoor Buy where Planning + Permits already covers this
- **Quote form redesign** — elevated white card on gradient background, green gradient CTA buttons, progress labels (Project/Details/Contact), privacy info box, mandatory consent checkbox
- **Project phase** (replaces location_status options) — 7-stage progression: still searching → location found → converting existing → lease signed → permit not filed → permit pending → permit granted; updated heat scoring
- **Stakeholder type** field — "You are..." selector (Entrepreneur, Tennis Club, Municipality, Developer, Operator, Architect) with `stakeholder_type` DB column (migration 0003)
- **Build context** — added "Need Help Finding a Venue / Land" (`venue_search`) option
- **Quote submitted page redesign** — "You're matched!" flow with next-steps timeline, email confirmation box, and signup CTA for guests
- **Migration 0003** — adds `stakeholder_type TEXT` column to `lead_requests`

### Changed
- **Landing page** — replaced teaser calculator with planner screenshot in browser-frame card + "Start Planning — Free" CTA; all CTAs now point to `/planner/` (no signup gate)
- **Heat score** — updated `calculate_heat_score()` for new project phase values (`permit_granted` +4, `lease_signed`/`permit_pending` +3, `converting_existing`/`permit_not_filed` +2, `location_found` +1)
- **Quote URL** — planner now passes `country` parameter to quote form prefill
- **Admin email** — includes stakeholder type and updated field labels

### Added — Phase 0: Ungate & Validate
- **Guest mode planner** — removed auth gate from `/planner/` and `/planner/calculate`; scenarios still require login
- **New calculator variables** — `budgetTarget` (budget vs CAPEX comparison), `glassType` (standard/panoramic, 1.4x multiplier), `lightingType` (LED standard/competition/natural, 1.5x/0x multipliers)
- **Pill select UI component** — reusable `pillSelect()` helper in planner.js with matching `.pill-btn` CSS for multi-option inputs
- **Budget indicator card** — shows over/under budget with variance amount and percentage on the Investment tab
- **3-step "Get Builder Quotes" flow** — `/leads/quote` with project specs, details, and contact steps; no login required
- **Lead heat scoring** — `calculate_heat_score()` rates leads as hot/warm/cool based on timeline, financing, location readiness, and budget signals
- **PDF export CTA** — "Export Business Plan (PDF) — €99" wired to Paddle checkout (`business_plan` price in PADDLE_PRICES)
- **SEO meta tags** — `<meta>` description, og:title, og:description, og:image on planner page
- **Migration 0002** — expands `lead_requests` with 17 new columns for quote qualification flow; makes `user_id` nullable for guest leads
- **Phase 0 test suite** (`tests/test_phase0.py`) — 47 tests covering guest mode, glass/lighting/budget variables, heat scoring, quote submission, schema validation
- Updated Hypothesis strategy in `test_calculator.py` with `budgetTarget`, `glassType`, `lightingType`

### Changed
- Planner CTA links now point to `/leads/quote` with pre-filled calculator state params (venue, courts, glass, lighting, budget)
- Sticky footer bar updated: "Get Builder Quotes" + "Export Business Plan (PDF)" replace old supplier/financing links

### Changed
- Landing page journey section: renamed "From Idea to Operating Hall" → "Your Journey", expanded from 4 cards to 5 (Explore → Plan → Finance → Build → Grow) with "Coming Soon" badges on unreleased stages
- Added `.grid-5` CSS helper for 5-column grid layout

### Changed
- **Pico CSS → Tailwind CSS v4** — full design system migration across all templates (except planner, which keeps its own CSS)
  - Standalone Tailwind CLI binary (no Node.js) with `make css-build` / `make css-watch`
  - Court Tech brand theme: navy/charcoal/electric/accent color palette
  - Component classes (`.btn`, `.card`, `.form-input`, `.table`, `.badge`, `.flash`, etc.) in `input.css` for consistent styling
  - Self-hosted Commit Mono font (replaces JetBrains Mono) for monospace data display
  - Docker multi-stage build: CSS compiled in dedicated stage before Python build
- Landing page teaser calculator restyled with Tailwind utilities and brand colors

### Removed
- Pico CSS CDN dependency
- `custom.css` (replaced by Tailwind `input.css` with `@layer components`)
- JetBrains Mono font (replaced by self-hosted Commit Mono)

### Fixed
- Empty env vars (e.g. `SECRET_KEY=`) now fall back to defaults instead of silently using `""` — fixes 500 on every request when `.env` has blank values

### Added
- Comprehensive migration test suite (`tests/test_migrations.py` — 20 tests) covering fresh DB, existing DB, up-to-date DB, idempotent migration, version discovery, `_is_fresh_db`, migration 0001 correctness, and ordering
- Expanded `migrate.py` module docstring documenting the 8-step algorithm, protocol for adding migrations, and design decisions
- Sequential migration system (`migrations/migrate.py`) — tracks applied versions in `_migrations` table, auto-detects fresh vs existing DBs, runs pending migrations in order
- `migrations/versions/0001_rename_ls_to_paddle.py` — first versioned migration (absorbed from `scripts/migrate_to_paddle.py`)
- Server-side financial calculator (`planner/calculator.py`) — ported JS `calc()`, `pmt()`, `calcIRR()` to Python so the full financial model is no longer exposed in client-side JavaScript
- `POST /planner/calculate` endpoint for server-side computation
- Pre-computed initial data (`window.__PADELNOMICS_INITIAL_D__`) injected on page load for instant first render
- Debounced API fetch pattern in `planner.js` with `AbortController` for in-flight request cancellation
- Computing indicator CSS (`.planner-app--computing`) with subtle "computing..." text
- Comprehensive test suite for calculator (`tests/test_calculator.py` — 227 tests) covering all 4 venue/ownership combos, edge cases, and Hypothesis property-based fuzzing
- Comprehensive billing test suite (371 tests total):
  - `tests/conftest.py` — shared fixtures (DB, app, clients, subscriptions, webhook helpers)
  - `tests/test_billing_helpers.py` — unit tests for SQL helpers, feature/limit access, plan determination (60+ tests + parameterized + Hypothesis)
  - `tests/test_billing_webhooks.py` — integration tests for LemonSqueezy webhooks (signature verification, all lifecycle events, Hypothesis fuzzing)
  - `tests/test_billing_routes.py` — route tests (pricing, checkout, manage, cancel, resume, subscription_required decorator)
  - Added `hypothesis>=6.100.0` and `respx>=0.22.0` to dev dependencies for property-based testing and httpx mocking
  - **Factored into Copier template** — all billing tests now generate as `.jinja` templates with provider-specific conditionals for Stripe, Paddle, and LemonSqueezy
- GitLab CI/CD pipeline (`.gitlab-ci.yml`) — runs pytest + ruff on master/MRs, auto-deploys on master
- Blue-green deployment with Docker Compose profiles (`docker-compose.prod.yml`, `deploy.sh`)
  - nginx router on port 5000 proxies to active blue/green slot
  - Zero-downtime: new slot health-checked before traffic switch
  - Automatic rollback on failed health check

### Removed
- `scripts/migrate_to_paddle.py` — superseded by `versions/0001_rename_ls_to_paddle.py`

### Changed
- `planner.js` no longer contains `calc()`, `pmt()`, or `calcIRR()` functions — computation moved server-side
- `render()` split into `render()` (tab switching + schedule calc) and `renderWith(d)` (DOM updates from data)
- Tab switching now renders from `_lastD` cache (instant, no API call)
- Slider input triggers 200ms debounced server call instead of synchronous client-side calc