Lui's Toolbox

• New "Payout Schedule" tab — generates a full multi-year payout schedule PDF for one client/contract at a time
• Searchable client dropdown (by name or email); clients with multiple contracts show a contract picker before the schedule form
• Rerouted vs non-rerouted detection: Payout Restart Date + Revised Rental Income [LMC] vs First Payout Date + Return amount
• Non-rerouted schedules use Year 1/2/3 blocks (trip-count based); rerouted schedules use a straight Trip No. column with deduction timing tied to the original contract's calendar anniversary — same logic as the main IP Deduction tool
• Insurance Premium auto-fills from container size/date rules (editable); Health Check is manual entry, Year 2 & 3 only
• Deductions that would push Monthly Payment negative auto-split across consecutive months
• Monthly rent auto-multiplies by container count per contract
• PDF output uses the real LMC letterhead file as its background template
• Email Sheet upload required before generating
• Output filename includes both client name and contract number

• New "Client Organizer" tab — upload a ZIP of unsorted client PDFs, tool reads and classifies them (contract, lease form, LMC invoice, Liberty invoice), groups by client, outputs a sorted ZIP with one folder per client
• Contract is the anchor: extracts client name, container type, and contract number (e.g. CONAY2227) to match invoices
• Lease form auto-split from the contract PDF into its own file
• Unmatched/unreadable files go to an _UNMATCHED/ folder with a note explaining why

• New "Container Trip Updater" tab — finds which containers need updating in CRM by date
• Own upload cards (Container Trips + Trips Sheet), separate from the shared Payment Info Sheet used by other tabs
• Calendar-based date selection to find containers due on a given day
• Results shown as individual cards, one per container, each with a dismissible ✕ button
• Header count updates live as cards are dismissed; results section auto-hides once all cards are cleared

• Email Matcher rebuilt as a standalone, generic tool — works with any Excel file as long as it has a CLIENT NAME column, no longer tied to a specific cycle or sheet structure
• Safety gate: Email Matcher blocks processing if no CLIENT NAME header is found in the uploaded file
• Multi-tab files auto-detected — first tab processed by default, with the option to include other matching tabs
• Email Matcher output simplified to: Client Type, Client Name, Client Name (Email Sheet), Nationality, Deduction, Email 1, Email 2 — all caps headers, unmatched fields left blank for manual review
• Output filename now includes the exact time of generation to prevent overwritten duplicates (e.g. EMAIL_MATCHER_20JUN2026_143052.xlsx)
• Payout Generator, IP Deduction, and Payout Auditor upload zones condensed into a single row layout — less scrolling, more compact
• Cycle settings (Month, Cycle, Year) moved into their own dedicated card, separate from file uploads
• Generate / Run Audit buttons now use a consistent full-width style across all AIO Tool tabs
• Fixed a bug where the main upload row could disappear after visiting Payout Auditor and switching back
• Fixed a bug where the Generate button row could vanish when browsing between tabs
• Card entrance animations simplified and synced across all tabs — lighter on CPU, no more staggered delays

• Payout Auditor added as a new tab in AIO Tool — compares generated payout against accounts list with no recompute
• Audit aggregates both sides per payee before comparing — eliminates false rent diffs from multi-container clients
• Audit filename now includes cycle day (e.g. PAYOUT_AUDIT_15_JUN2026.xlsx vs PAYOUT_AUDIT_30_JUN2026.xlsx)
• Account No / IBAN precision-type diffs (Excel 15-digit rounding) suppressed — only materially different numbers flagged
• Generator fix: pinFilledDown rows now excluded from payout run — prevents wrong-cycle containers from leaking into output
• Generator fix: shared-container clients with no container number in main sheet now correctly included via name lookup
• UI: hover animation removed from Liquid Glass cards and tabs for better performance
• UI: glass transparency increased, blur radius lowered for faster rendering
• CSS: aio-tool.css cleaned up — duplicate tokens removed, global.css is now the single source

• Insurance deduction now counts from the Payout Restart Date for rerouted & never-paid containers — not the original first payout date
• Size-based insurance (20ft 1,500 / 40ft 1,800 / specialty 2,600) now applies only to non-rerouted clients with first payout on/after 30 Jun 2026
• Rerouted clients stay on the flat 1,500 regardless of their restart date

• Fixed documents downloading as ".unknown_file" — real filenames & extensions now read correctly
• Fixed broken downloads after a WhatsApp Web update changed the download button
• Docs now download reliably again — each file opens, downloads, and closes automatically

• AIO Tool launched — Payout Generator, IP Deduction, Container Info, and Email Matcher are now consolidated into one tool
• Liquid Glass UI redesign — new dark glass aesthetic with animated background, frosted cards, and smooth animations
• Index page cleaned up — individual tools hidden, AIO Tool listed as primary
• WA Media Downloader and IBAN Checker remain as standalone tools
• Hidden tools still accessible via direct URL

• Added optional previous cycle upload (EMAIL_MATCH_) to help fill missing contact details
• Improved agent email handling for better accuracy
• Better note handling for easier review (including multiple agents and missing data)
• Better mobile cleanup (removes extra spaces)
• Improved row status logic for clearer warnings
• Updated stats to: Total, Confirmed, Client Error, Agent Error
• Rows with issues are still included, with clear notes for review

• Client Data Entry removed
• India Bank Checker removed
• Email Matcher fully rebuilt:
  – Upload Payment Info Sheet + Email Sheet with cycle selector (Month, Cycle, Year)
  – Clients grouped into one row per client — no more repeating names
  – Units column shows total container count per client
  – Matching by name + payment received date vs Welcome to LMC date (same month & year)
  – Output: Client Name, Email 1, Email 2, Mobile, Agent Closing, Agent Email, Notes
  – Export to Excel with cycle-based filename (e.g. EMAIL_MATCH_15_APRIL2026.xlsx)
  – Stats: Total, Confirmed, Date Mismatch, No Match
  – Fixed date parsing — removed unsafe fallback causing false mismatches
  – Relaxed date matching to same month + year instead of exact day
  – Fixed mobile layout — no more horizontal scroll or cut text

• Bank database updated
• Jordan, Turkey and Pakistan added — 31/03/26
• Egypt, UK and Bulgaria added — 01/04/26
• Belgium, Lithuania and Spain added — 02/04/26
• Malta, Cyprus and Netherlands added — 03/04/26

• Balance amount pending now read from payment info sheet
• Shown in NOTES only when contract's first payout date matches current cycle
• Numeric value auto-extracted into ADDITION column
• RENTAL DUE left blank when balance note is present

• Top 5 results for the preview instead of 100
• Fixed clients having other than 50-50 split income and deduction
• Github connected
• Updating previous payout bug - fixing Duplicate Container Mismatch

• Deductions now grouped by IBAN (falls back to account number if IBAN is invalid)
• Insurance deductions labelled as IP (Y1/Y2/Y3 IP)
• Y1 shown in notes only when alongside Y2 or Y3 — silent when alone
• Note amounts now always match deduction column
• First Payout Date shows only dates that triggered a deduction
• HC pending shown as "HC pending next cycle" — amount applied on next cycle
• Shared group flag only shown when a deduction was actually split
• Known container errors are silently skipped

• Added return, deduction, and return after deduction calculation
• Improved Excel output format

• All GCC banks added
• More international banks coming soon