AbstractFlow — Version History

Phase 13 — Chain of Title Diagram Builder

2026-04-22 (Late Night)

Chain of Title — 3-Mode Tab

Chain of Title tab now has 3 modes: Table Entry, Diagram Builder, Upload new
Mode toggle buttons at top of chain tab — gold active state
Upload mode: single clean drop zone for existing diagram files
Removed duplicate upload zone that was appearing in upload mode

Diagram Builder

Full canvas-based diagram tool — Add, Connect, Edit, Delete modes new
Grid overlay toggle with dot intersections for alignment
Snap to grid toggle — nodes snap to nearest grid point on place/drag
Alignment guide crosshairs shown when dragging selected node on grid
Node color picker (White, Gold, Blue, Green, Pink, Purple, Orange)
Canvas dimensions: 900x400 (landscape ratio)
Preview Chain PDF — captures canvas, opens in new window with firm header, file info, landscape Legal print layout
Print dialog auto-triggers with @page Legal landscape settings
Diagram fits single page — compact header, constrained image height

Table Entry Preview — Fixed

Preview Chain in table mode now opens directly if file already saved fix
Fixed 500 error — duplicate code in generate_chain.php was causing PHP to crash on redeclared functions fix
generate_chain.php now handles both table mode (PDF via mPDF) and diagram mode
Table chain PDF: firm header, file info bar, chain table with all columns on Legal size

Version History

Version History now loads inline in portal sidebar (was trapped inside view-staff div) fix
Embedded directly in HTML — no fetch, no iframe, instant load

Phase 12 — Testing, Payments, Chain of Title & Attachments

2026-04-22 (Evening)

Payment System

Payments now persist to DB via record_payment API immediately on submit fix
Payment modal stays open — no auto-close, full manual control
Cancel button changes to Close after payment is successfully recorded
Date Paid now updates in billing form fields after payment is recorded fix
File no longer disappears from view after recording payment fix
mark_closed flag sent to server so closing file on full payment is persistent

Client Portal

Download Report now opens actual PDF from generate_report.php fix
Account Summary now visible to all users (was admin-only) fix
Invoice History now visible and populated for all users (was admin-only) fix
pdf_filename pulled from file_history table via latest finalized entry
_staffOrderId correctly mapped from server response for report downloads

Staff Portal — New File Form

Contact dropdown clears when no client selected; populates only after client chosen fix
Chain of Title tab correctly enables when Full Search type selected fix
Finalize Report: fixed "Contact is required" error — now accepts currently selected dropdown contact fix

Chain of Title

Title Type field added to form, saves to DB, shows as column on both chain preview and full report new
Execute Date added as column to both chain preview PDF and full report new
Doc Type now saves as text (deed_type) and displays correctly on report fix
Entries now correctly persisted to DB on save fix
Removed broken doc_types JOIN from both report generators (table doesn't exist on server) fix
Preview Chain button — saves silently first, skips judgment validation, stays on chain tab, opens chain-only Legal PDF new
fix_schema: doc_type_id, title_type, execute_date columns added to chain_of_title

County Fix

Counties now loaded from server via get_lookups API with correct server IDs fix
Baltimore City no longer incorrectly saves as Baltimore County fix
Both matchMDCounty maps corrected

File Attachments

Drop zones now actually upload files to server immediately (was only storing in browser memory) fix
Visual upload status: ⬆ Uploading → ✓ Uploaded / ✗ Failed / Save file first new
generate_report.php now searches both staff and client portal upload directories
Client portal upload path resolved: orders.bmoreproservices.com/uploads/
Client-uploaded files copied to staff uploads when linked to a staff order

Deliver Report Modal

Preview button now opens correct PDF from generate_report.php (was showing old in-browser HTML preview) fix

Phase 11 — Report Redesign, Payments & Client Portal

2026-04-22

Report Redesign

All labels bold dark throughout entire report
Table-based box rendering for mPDF compatibility
Gold header rows, warm sub-item backgrounds (#fff8f0)
Additional Instruments: correct order (Lease → Ground Rent → GR Deed L/F → Merger Deed L/F)
Encumbrances: 2-per-row gold boxes, Mortgage Type shown in header and as field
Assignments: dark brown tabbed boxes, shows Assignee only
Tax Information: county left / town right two-column layout, credits in 2-column grid
Prior year taxes: dark brown tabbed boxes, unpaid = auto In Tax Sale badge
Water & Utility: 3-per-row gold boxes
Exceptions: 4 columns filled in order entered
Plat: separate section, 4 columns
Invoice: totals on right side, Client File # with 2 blank lines below address

fix_schema Runs

suite, city, state, zip → clients table
special_credit → taxes table
prior_year_taxes and prior_year_town_taxes tables created
mortgage_type → mortgages table
doc_type_id, title_type, execute_date → chain_of_title table

Phase 10 — Report Overhaul & Prior Year Taxes

2026-04-21

Features

Comprehensive report redesign with gold/brown color scheme
mPDF Legal size for abstract, Letter for invoice
Mortgage Type dropdown added (13 types)
Prior year taxes per county and per town
Client address fields: Address, Suite, City, State, Zip
Mortgage assignments tabbed with dark brown boxes
Special Credit field with intval() check

Phase 9 — Data Persistence & Report Generation

2026-04-19

Fixes & Features

Data persistence for all sub-sections (water, front foot, user benefits, exceptions)
Report generation with mPDF — Letter invoice, Legal abstract
Address verify logic for property tab
Attachment open/download button
Judgment section always showing with options
Client portal cancel/delete order features

Phase 8 — System Review & PDF Setup

2026-04-19

Features

Full system review and comprehensive bug fixes
PDF generation setup via mPDF on GoDaddy
Tax auto-date logic
Email template system
Attachment handling

Phase 7 — Client Save, Email & Order Conversion

2026-04-18

Features

Client save system fixes
Address verification
Cancellation workflow
Billing corrections
Email system
Username-as-email login
Client order conversion to staff order

Phases 1–6 — Foundation & Backend

2026-04-13 to 2026-04-18

Foundation

Initial app development migrated from Access database
Flask/SQLite → PHP/MySQL backend migration
GoDaddy hosting setup and DNS configuration
Staff portal and client portal built from scratch
AbstractFlow branding applied
Pricing engine, cancellation workflow, BTD versioning
Client portal with order submission, tracking, and status updates
SMTP email system
Staff user management with roles (Admin, Owner, Staff)

Live System Info

Phase 13 — Chain of Title Diagram Builder

Phase 12 — Testing, Payments, Chain of Title & Attachments

Phase 11 — Report Redesign, Payments & Client Portal

Phase 10 — Report Overhaul & Prior Year Taxes

Phase 9 — Data Persistence & Report Generation

Phase 8 — System Review & PDF Setup

Phase 7 — Client Save, Email & Order Conversion

Phases 1–6 — Foundation & Backend