hwpc

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HWPC Review Queue

ACTION REQUIRED: Review each item below. Move useful info to the appropriate doc, or delete if no longer relevant. Once this file is empty, delete it.

Research Links — QuickBooks / Invoicing

• Code with Curt - Google webapp YouTube
  • Invoice Generator
• Sheets Ninja - YouTube
  • Time Track and Invoice
• Google Sheets invoice templates, step by step
• How to Make an Invoice Tracker in Google Sheets
• Import bank statement to Google Sheets
• Accounting Finance - Robuilt YouTube

Research Links — Route / Maps

• Create Routes With Google Maps Routes API On Your Wix Velo Site
• Google Sites: ct sites.google.com hawkeyewestpestcontrol
• Google Sites: ct sites.google.com Routes HWPC

Research Links — Google Sheets RoutePrint (from ns-account cat9notes)

These are Google Docs/Sheets/Scripts used for an alternate RoutePrint approach via Google Sheets. Review and decide if this path is still active.

• AI Studio prompt — RoutePrint from CSV
• Google Apps Script project
• RoutePrint Google Sheet
• RoutePrint Google Doc 1
• RoutePrint Google Doc 2
• RoutePrint Google Drive folder

Research Links — App Development

• Google AI mode: simple PWA Svelte — PWA + Tailwind + SQLite + Svelte research
• Google AI mode: n8n calendar — n8n Google Calendar → Google Sheets → invoice workflow
• test ai search - bluetooth mouse — probably not relevant, review and delete

WIP Notes — from wip.2cld.net

• hwpc Ops Agreement (in md)
• hwpc Buy Sell Agreement (in md)
• hwpc export attempt
• hwpc qb backup
• hwpc account
• qbooks cleanup
• qbooks online

WIP Notes — Candy-bot / VA

• Vapi dashboard — login required (check team channel for account)
• OpenAI platform — login required (check team channel for account)
• Slack workspace — horseoff workspace (check team channel for invite)
• GitHub security settings review
• candybot manual, sync workflow, simple build workflow

WIP Notes — Data Migration / Old DB

• Review old code on hwpc.2cld.net
• Look for old dev VM
• Setup Google Sheet like old DB and get import/export working
• Use n8n to export old hwpc data to Google Sheets
• ICS on CAT9-TimeSheet doc in cat9do
• Bare min conversion from old DB to Google Sheets

WIP Notes — Site Cleanup

• Fix main site (Wix) — duplicate and put on ct sites.google.com hawkeyewestpestcontrol
• HWPC Google account sent contact to claim ownership (mainly for Google Maps)
• Need to validate ownership with a call to website listed number
• Prepare to abandon Google (backup and redirect)
• Review email setup — really only need to save candy@hawkeyewestpestcontrol.com
• Cleanup Keep notes ghadmin

WIP Notes — People / Testing

• Setup Steve Testing
• Setup Candy Testing
• wip for me, steve, candy, brian, kenton

Items from wip.2cld.net (captured 2026-04-02)

These were in the wip.2cld.net inbox or epics. Review, move to the right doc, or delete.

Inbox Items

• hwpc: Check if QB2024 can accept entries — still relevant?
• hwpc: WTF is Data Protection (QBOL) — research and document in QBOL notes if useful
• hwpc: start gcode to QBOL project + test on developer.intuit.com — move to QBOL notes if active
• hwpc: review all options and update hwpc.2cld.net — this cleanup is in progress now

QBOL RoutePrint Epic — Definition of Done items to track

• Route print functionality created
• Create Looney Tunes (LT) example data
• Create LT smoke demo TRAINING-DEMO.md
• LT demo (docs/explain, docs/stepbystep, video demo, post demo, remote access demo server)
• CSV Imports: Route ID, customer, customer service location, customer invoice
• CSV Exports: Route ID, customer, customer service location, customer invoice
• Lifecycle demo with LT data
• Test Route Print with old QB2024
• Test Route Print with new QBOL
• Connect Wip to Google Calendar
• Separate Account data from qb_migration

Related nsadmin repos to review for HWPC relevance

• ns-account — RoutePrint dev site. Mapped in ecosystem and QBOL notes.
• nsqbooks — TypeScript tax reconciliation system (separate from ns-account’s Python qb_migration). Parses Form 1065, reconciles QB data, generates audit reports. Has hwpc-2024/ folder with HWPC balance sheet and transaction CSVs. Kiro spec: tax-reconciliation-system. NOT the same as _tools/qb_migration — different language, different purpose.
• nscallbot — Candy-bot, check issues
• nspwa — PWA framework, relevant to mobile app?
• nsgctime — Google Calendar time tracking, relevant to invoicing?

ns-account docs to review and absorb

These docs live in the private ns-account repo. Review and pull relevant info into hwpc.2cld.net.

• hwpc-rpdev/docs/cat9-qbol-research.md — QBOL research, absorb into QBOL notes
• hwpc-rpdev/docs/HWPC-Team-Review.md — team review notes
• hwpc-rpdev/docs/HWPC-Team-RoutePrint-QBOL-Workflow-DataManagement.md — workflow doc, absorb into QBOL notes
• hwpc-rpdev/docs/README-DEBUG-WORKFLOW.md — debug workflow
• hwpc-rpdev/cat9note-README.md — dev notes
• _tools/qb_migration/docs/HWPC-Batch-Process-Guide.md — batch process guide
• _tools/qb_migration/docs/HWPC-Monthly-Route-Process.md — monthly route process
• _tools/qb_migration/docs/HWPC-RouteTicketPrint-lifecycle-explained.md — lifecycle doc
• _tools/qb_migration/docs/MIGRATION-PIPELINE-WALKTHROUGH.md — migration pipeline
• _tools/qb_gsheets/gscript-RoutePrint-S1-gcode.md — Google Sheets RoutePrint script
• _tools/qb_gsheets/gscript-RoutePrint-S2-QB2024-Import.md — QB2024 import to Sheets
• RCFjetlandTrust/hwpc/RoutePrintFeature/ROUTEPRINT-ANALYSIS.md — RoutePrint analysis
• RCFjetlandTrust/hwpc/QBooks-Downgrade/README.md — QB downgrade procedure (migration workaround)

Chris’s Notes — March 1 Conclusions

Preserved for context. Most of this is now captured in QBOL Notes migration timeline. Review and delete.

• Keep using old QB2024 for this week
• Chris figures out the batch Invoice Route Print
• Mark keeps running tickets this week the old way
• QuickBooks suggests to just delete and re-import
• Mark and Chris run Tax Reports on QB2024
• More cleanup cycles until Mark runs tickets from new machine

Update on QB2024 to QBOL (Original Notes)

Preserved for context. This is now captured in QBOL Notes migration status section. Review and delete.

• The format for the Invoices (printing) did not import
• QBOL has Service Ticket Batch stuff, but they want to charge more
• Looked into reformatting the invoice print — it is possible
• Started looking at the export and import of already-printed tickets
• Got to the screen to import tickets via CSV
• Most people use another QBOL plugin for invoice generation
• Potential to write a custom plugin

Tax Software Research (from wip.2cld.net/docs/business-research)

Review: move relevant items to QBOL Notes or Operations, delete the rest.

• 1099 Online - Intuit
• 1065 Online - TurboTax
• TurboTax small business CD/download
• H&R Block premium small business
• FreeTaxUSA pricing
• OLT.com products
• IRS free file
• OpenSource IRX Tax File — what is this? Review.
• IA 1065 manual file — googleai instructions (deadline 2026-04-30)
• IA 1065 no income or expense — googleai research
• IA auto-extension if no tax payment — cheaper eTax forms at olt.com (deadline 2026-09-30)

Cleanup Actions for wip.2cld.net

After consolidating HWPC info here, update wip to point here instead of duplicating.

• wip docs/hwpc-notes — already a pointer to hwpc.2cld.net ✓
• wip main page QBOL epic — replace inline HWPC details with link to hwpc.2cld.net/docs/hwpc-QBOL-notes/
• wip inbox hwpc items — replace with link to hwpc.2cld.net review queue
• wip docs/business-research tax links — HWPC-relevant ones captured above, can remove from wip or leave as general reference
• wip “Open code Projects” hwpc section — already just links to hwpc.2cld.net ✓