# ARV Project State
Last Updated: 2026-01-10

## Current Phase
**PRODUCTION** - Live system with active marketing website

## System Status
- **Local Path:** /Users/proe/ProEcommerceProjects/ARV
- **Production URL:** https://arvelobuilt.com
- **Production Server:** EC2 t3.medium (54.163.198.244)
- **Database:** RDS MySQL 8.0.42 (arvelobuilt-crm-db.clwovqzlrvnn.us-east-1.rds.amazonaws.com)
- **Current Version:** 1.3.0
- **Deployment Status:** ✅ LIVE
- **SSL Certificate:** ✅ Active (HTTPS enforced)

## Architecture Overview
- **Frontend:** PHP 8.2.29, HTML5, CSS3, Modern JavaScript ES6+
- **Backend:** Custom MVC architecture, PHP 8.2.29
- **Database:** MySQL 8.0.42 (AWS RDS)
- **Web Server:** Apache 2.4.65
- **Infrastructure:** AWS (EC2, RDS, Secrets Manager, CloudFormation)
- **Design System:** Salesforce Lightning-inspired UI
- **Icons:** Font Awesome 6.5.1
- **SEO:** Comprehensive meta tags, Open Graph, Twitter Cards, Schema.org

## Current Sprint Tasks
### Completed (Jan 10, 2026) - Accounts Management System
- ✅ **Accounts Management** - Full Salesforce-style account management system
  - Account list, detail, create, edit, delete pages
  - Account hierarchy support (parent_account_id)
  - Lead-to-account relationships with department tracking
  - Account import/export functionality
  - Navigation updated across all pages
  - Database migration: Added account_id and department to leads table

### Completed (Dec 27, 2025) - Priority 1 Admin Features
- ✅ **Activity/Audit Logs Tab** - View, search, filter, and export all system activity logs
- ✅ **System Settings Tab** - SMTP email configuration (extracted from old admin-email-settings.php)
- ✅ **Data Export/Import Tab** - Export leads, opportunities, activities to CSV; Import leads/opportunities from CSV
- ✅ **User Management Enhancements** - Edit, Suspend/Activate, Archive, Delete users with consistent UI
- ✅ **Lead Sources Enhancements** - View leads, reassign, merge duplicate sources
- ✅ **API Endpoints Created** - audit-logs.php, email-settings.php, data-export.php, data-import.php, users.php

### Completed (Dec 25-26, 2025)
- ✅ Free tier added to pricing ($0/user/month, 1 user, 10 leads, 10 contacts)
- ✅ Pricing reduced (Starter: $49/month, Professional: $99/month)
- ✅ Annual/Monthly pricing toggle with 17% discount
- ✅ Professional 7-day free trial with credit card requirement
- ✅ SEO optimization (meta tags, Open Graph, Twitter Cards, Schema.org)
- ✅ Social media icons added (Facebook, X, LinkedIn, Instagram, YouTube, TikTok)
- ✅ Support Center page created with tier-based support levels
- ✅ All marketing pages deployed and accessible

## Next Up
### Immediate Priorities
1. **Remove IP Restriction** - Currently blocking search engine crawlers (CRITICAL for SEO)
2. **Implement Upgrade Prompts** - In-app prompts when free users hit 10 lead/contact limits
3. **Credit Card Collection** - Stripe integration for Professional trial signups
4. **Auto-billing Logic** - Charge users automatically after 7-day trial if not cancelled

### Short-term (Next 2 weeks)
- Enable 2FA for admin accounts
- Configure CloudWatch monitoring
- Test backup/restore procedures
- Activate rate limiting

## Marketing Website Status
- **Total Pages:** 20+ public pages
- **SEO Status:** ✅ Optimized (meta tags, structured data, sitemap)
- **Social Media:** ✅ All platforms linked in footer
- **Pricing:** ✅ 4 tiers (Free, Starter, Professional, Enterprise)
- **Documentation:** ✅ User docs, API docs, migration guide

## Database Status
- **Tables:** 20
- **Multi-tenant:** ✅ Fully isolated
- **Backups:** ✅ Automated (7-day retention)
- **Encryption:** ✅ At rest (AES-256)

## Security Status
- **OWASP Top 10:** ✅ Fully compliant
- **Security Headers:** ✅ All configured
- **Password Policy:** ✅ 17+ characters, Argon2id
- **Session Security:** ✅ HttpOnly, Secure, SameSite=Strict
- **CSRF Protection:** ✅ All forms protected
- **Audit Logging:** ✅ Comprehensive

## Known Issues
- ⚠️ **IP Restriction Active** - Blocks all visitors except 142.111.8.140 (blocks search engines)
- ⚠️ **2FA Not Enforced** - Framework exists but not required for admin accounts
- ⚠️ **Rate Limiting Inactive** - Code exists but not active
- ⚠️ **AWS SES Not Configured** - Email sending not active

## Admin Panel Status (Updated Jan 10, 2026)
- **Tabs:** 7 total (Users, Lead Sources, Email Templates, Activity Logs, System Settings, Data Export, Security)
- **Email Templates:** Full CRUD operations (Create, Read, Update, Delete, Archive, Restore)
- **Activity Logs:** ✅ View, search, filter, export to CSV
- **System Settings:** ✅ SMTP configuration with test connection, default account management
- **Data Export/Import:** ✅ CSV export/import for Leads, Contacts, Opportunities, Accounts, Calendar Events, Notes
- **User Management:** ✅ Full CRUD with edit modal, suspend/activate, archive, delete
- **Lead Sources:** ✅ View leads, merge duplicates, reassign leads, edit, delete

## Accounts Management Status (Updated Jan 10, 2026)
- **Pages:** accounts.php (list), account-new.php (create), account-detail.php (view/edit)
- **Features:** ✅ Full CRUD, search, filters, pagination, account hierarchy, lead relationships, department tracking
- **Integration:** ✅ Lead assignment to accounts, account import/export, navigation updated
- **Database:** ✅ All fields supported (name, type, industry, annual_revenue, number_of_employees, ownership, website, phone, fax, billing/shipping addresses, description, rating, owner_id, parent_account_id)

## Statistics
- **Lines of Code:** ~22,000+ (PHP, JavaScript, CSS, SQL)
- **Public Pages:** 20+
- **API Endpoints:** 15+ (added 5 new endpoints today)
- **Database Tables:** 20
- **Security Score:** 8.5/10