Session 4 — Portal Phases 6-8 + Permits + Remittance

What was built

  • Portal Redesign Phase 6: Payments page — invoice ledger with summary stats, time range selector, expandable remittance rows
  • Portal Redesign Phase 7: Analytics page — role-filtered: owner sees Revenue/Pipeline/Cash Flow
  • Portal Redesign Phase 8: Calendar RFI red dots — data fetch fixed, CSS dot styled
  • Permit lifespan research — 81 jurisdictions across MD/VA/CT populated in SmartSuite
  • Permit expiration backfill — 20 projects calculated using jurisdiction rules
  • Expired permit flag logic — suppressed for Closed/Invoiced/Cancelled projects
  • Remittance ingestion — 6 historical Groundworks EFT remittances ($67,800), 44 line items parsed
  • Stripe reconciliation — 11 invoices ($16,700) matched from remittance PDFs
  • Invoice ledger API endpoint — GET /portal/payment-recon/invoices

Services touched