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Profile credit and invoice matching system
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Purpose & context Booboo runs BooBoo Accounting Services and is actively developing a WordPress-based employee portal system for managing individual and business clients. The portal includes client profile management, invoicing, e-sign workflows, e-transfer payment processing, and internal staff tooling. The work is technical and hands-on — Booboo is directly building and debugging the codebase. Current state A major performance optimization pass has been completed across both the individual and business client portals: Deferred modal loading is fully implemented — modal HTML is no longer rendered at page load; instead, placeholder divs are used and modals are fetched on demand via AJAX handlers (boobooloadclientmodal, boobooloadbusinessmodal in functions.php). Modal templates are extracted into client-modal-body.php and business-modal-body.php. Bug fixes completed in this pass: Search dropdown now reads spouse data from data-* row attributes (not modal DOM, which no longer exists at load) Send Email button converted to delegated document.addEventListener click handlers Browser autofill of employee credentials in search input suppressed via autocomplete="off" + clear-on-load Duplicate Add Client/Add Business modal handlers removed from portal-clients.js and portal-business.js E-sign handler fixed — no longer logs emails as "sent" before wpmail() is called Final price email fixed — raw float discount labels (e.g., 0.000000) now sanitized from discounttype DB column Invoice edit flow updated — preserves invoice number, appends audit entry to emailhistory, returns invoice number in AJAX response etransfer-watcher.php fully rewritten with a multi-tier confidence scoring system (see Key Learnings for logic details). Cron interval changed from 15 to 10 minutes. Key learnings & principles Root cause pattern — deferred modals breaking DOM-dependent handlers: Many bugs in this session traced to the same source — selectors and handlers written at DOMContentLoaded time that assumed modal HTML existed in the DOM. The fix pattern applied throughout: replace static querySelectorAll + forEach bindings with delegated document.addEventListener('click') handlers, and re-query elements inside handlers rather than capturing them at initialization. E-transfer watcher confidence logic (canonical rules): Sender email matched against individual client profiles (including spouse emails) and business profiles before quote scoring Fuzzy name matching via similartext(), word-level scoring, and soundex() Amount tolerance: ±$0.50 with graduated confidence scores Hard rule: 2+ high-confidence matches → always trigger alarm, never auto-process Near-match tier (exact amount, single candidate, name similarity ≥ 55%) → auto-process + soft info note for staff verification Alarm notes: clean format, show single closest quote (client name, email, amount) at bottom for easy manual resolution Console errors may be cache artifacts: The portal-price.js:43 syntax error was a cached browser version, not a real code issue — filemtime() cache-busting was already in place. Approach & patterns Booboo works in long, detailed development sessions covering multiple interconnected files and features simultaneously. Prefers clean, minimal alarm/notification formats — explicit instruction to keep alarm output uncluttered. Strong preference for correctness guardrails on automated financial processing (e.g., the hard rule against auto-processing ambiguous e-transfer matches). Debugging approach: trace bugs to root cause patterns rather than patching symptoms individually. Tools & resources Platform: WordPress (custom plugin/theme development) Key files: functions.php, portal-clients.js, portal-business.js, portal-price.js, client-modal-body.php, business-modal-body.php, new-client-modal.php, new-business-modal.php, etransfer-watcher.php Techniques in use: AJAX deferred loading, delegated event handling, filemtime() cache-busting, WordPress cron, fuzzy string matching (similar_text(), soundex())

Last updated 1 hour ago

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Files
31% of project capacity used
Indexing

send-all-clients.css
903 lines

css



portal-schedule.css
915 lines

css



portal-price-list.css
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css



portal.css
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css



employee-notes.css
556 lines

css



calculator.css
975 lines

css



fpdf.php
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php



send-all-clients.js
857 lines

js



portal-search-dropdown.js
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js



portal-schedule.js
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js



portal-price.js
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portal-payroll.js
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portal-lock.js
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portal-email.js
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portal-clients.js
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portal-business.js
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portal-bookkeeping.js
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employee-notes.js
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client-search.js
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calculator.js
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booboo-modals.js
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view-payroll-modal.php
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view-bookkeeping-modal.php
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show-email-modal.php
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send-all-clients.php
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price-list.php
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portal-send-email.php
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portal-sechedule-html.php
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portal-payroll.php
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portal-login.php
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portal-lock-screen.php
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portal-clients.php
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portal-business.php
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portal-bookkeeping.php
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payroll-handler.php
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new-payroll-modal.php
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new-client-modal.php
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new-business-modal.php
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new-bookkeeping-modal.php
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invoice-pdf-handler.php
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invoice-history-modal.php
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gravity-form-8.php
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gf-zip-attachments.php
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etransfer-watcher.php
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esign-page.php
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esign-handler.php
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esign-admin.php
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employee-portal-otp.php
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employee-notes.php
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email-campaign-handler.php
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email-bounce-handler.php
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directors-functions-complete.php
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delete-child-handler.php
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daily-activity-report.php
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child-notifications-dashboard.php
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child-age-monitor-helpers.php
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child-age-monitor-handler.php
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child-age-alerts-component.php
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calendar-handler.php
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calculator-quote-reminders.php
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calculator-handler.php
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calculator.php
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bookkeeping-handler.php
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balance-reminder-handler.php
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appointment-deadline-reminders.php
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schema-markup.php
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gravity-form-8-fix.css
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functions.php
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Employee-Portal.php
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booboo-scripts.js
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portal.css
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Formatting may be inconsistent from source

/* =============================
   Responsive table - hide email
   ============================= */
@media (max-width: 768px) {
    #clientsTable th:nth-child(3),
    #clientsTable td:nth-child(3) {
        display: none;		
    }
}

/* =============================
   Elegant luxury body
   ============================= */
body {
    background: linear-gradient(135deg, #f3f0e9, #d1c7a0);
    font-family: 'Segoe UI', Tahoma, Geneva, Verdana, sans-serif;
    color: #3a3a3a;
}

/* ============================================
   Action Button (Luxury Gradient Style)
   ============================================ */
.actions-btn {
  padding: 10px 22px;
  font-size: 1rem;
  font-weight: 600;
  border-radius: 14px;
  border: 2px solid transparent;
  cursor: pointer;
  box-shadow: 0 4px 10px rgba(163, 142, 72, 0.4);
  transition: all 0.3s ease;
  text-decoration: none;
  text-align: center;
  min-width: 150px; /* consistent button width */
  background: linear-gradient(135deg, #3c444c, #c9b25f);  color: #fff;
  display: inline-block;
}
/* Hover + Focus Effects */
.actions-btn:hover,
.actions-btn:focus {
  background: linear-gradient(135deg, #c9b25f, #3c444c);
  box-shadow: 0 6px 16px rgba(105, 96, 63, 0.4);

}

.action-btn {
  padding: 16px 16px;
  font-size: 1rem;
  font-weight: 700;
  border-radius: 14px;
  border: 2px solid transparent;
  cursor: pointer;
  box-shadow: 0 4px 10px rgba(163, 142, 72, 0.4);
  transition: all 0.3s ease;
  text-decoration: none;
  text-align: center;
  min-width: 120px; /* consistent button width */
  background: linear-gradient(135deg, #3c444c, #c9b25f);
  color: #fff;
  display: inline-block;
}

/* Hover + Focus Effects */
.action-btn:hover,
.action-btn:focus {
  background: linear-gradient(135deg, #c9b25f, #3c444c);
  box-shadow: 0 6px 16px rgba(105, 96, 63, 0.4);
  transform: translateY(-2px);
}

/* Pressed Effect */
.action-btn:active {
  transform: translateY(0);
  box-shadow: 0 2px 6px rgba(105, 96, 63, 0.3);
}

/* Disabled Style */
.action-btn:disabled {
  opacity: 0.6;
  cursor: not-allowed;
  background: #ccc !important;
  border-color: #bbb !important;
  box-shadow: none;
}

/* =============================
   Log Out + Refresh
   ============================= */
.table-footer-row {
    display: flex;
    justify-content: space-between; /* total clients left, buttons right */
    align-items: center;
    margin-top: 0px;
}

#client-count {
    font-weight: bold; /* extra bold for the line */
    font-size: 1rem;
}

.footer-buttons {
    display: flex;
    gap: 12px; /* space between refresh and logout */
}


/* Mobile adjustments */
@media (max-width: 768px) {
  .footer-buttons {
    flex-direction: column; /* stack buttons vertically */
    align-items: stretch;   /* buttons fill container width */
    gap: 10px;              /* spacing between buttons */
  }

  .action-btn {
    min-width: auto;        /* remove fixed width */
    width: 100%;            /* fill container */
    padding: 10px 10px;     /* adjust padding for mobile */
    font-size: 0.85rem;     /* slightly smaller text */
  }
}

/* =============================
   Portal container
   ============================= */
.portal-container {
    max-width: 1200px;
    margin: 30px auto 140px;
    background: #fffef9;
    padding: 50px 40px;
    border-radius: 30px;
    box-shadow: 0 15px 35px rgba(105, 96, 63, 0.3);
}

h3 {
    font-weight: 700;
    font-size: 2rem;
    color: #554f28;
    margin-bottom: 40px;
    letter-spacing: 1.3px;
    text-shadow: 1px 1px 2px #ddd8c2;
}

/* =============================
   Login form
   ============================= */
.login-form {
    max-width: 420px;
    background: #f9f6ea;
    padding: 32px 40px;
    border-radius: 25px;
    box-shadow: inset 3px 3px 8px #e3dfd4,
                inset -3px -3px 8px #fdfbf3;
}
.login-form h4 {
    font-weight: 600;
    font-size: 1.5rem;
    color: #6b5e1f;
    margin-bottom: 25px;
    border-bottom: 2px solid #a38e48;
    padding-bottom: 12px;
}
.login-form input[type="text"],
.login-form input[type="password"] {
    width: 100%;
    padding: 14px 18px;
    font-size: 1.1rem;
    font-weight: 500;
    border-radius: 16px;
    border: 2px solid #d3caa3;
    margin-bottom: 24px;
    background: #fffefa;
    box-shadow: inset 2px 2px 5px #ded9c9,
                inset -2px -2px 5px #fdfbf3;
    transition: border-color 0.3s ease;
}
.login-form input:focus {
    outline: none;
    border-color: #a38e48;
    box-shadow: 0 0 8px #a38e48;
}
.login-form button[type="submit"] {
    width: 100%;
    background: #a38e48;
    color: #fff;
    font-weight: 700;
    font-size: 1.15rem;
    padding: 14px 0;
    border: none;
    border-radius: 22px;
    cursor: pointer;
    box-shadow: 0 6px 16px rgba(163, 142, 72, 0.7);
    transition: background 0.3s ease;
}
.login-form button[type="submit"]:hover {
    background: #6c5b22;
}
.error-msg {
    margin-top: 18px;
    color: #a33b3b;
    font-weight: 600;
    font-size: 1rem;
    background: #f9d6d6;
    padding: 14px 20px;
    border-radius: 16px;
    box-shadow: 0 2px 6px rgba(163, 59, 59, 0.3);
}

/* =============================
   Search + Nav Row
   ============================= */
.search-nav-row {
    display: flex;
    align-items: center;
    justify-content: space-between;
    flex-wrap: wrap;
    gap: 14px;
    margin-top: 10px;
    margin-bottom: 16px;
}

.search-nav-left {
    display: flex;
    align-items: center;
    gap: 12px;
    flex-shrink: 0;
}

.search-nav-label {
    font-size: 18px;
    font-weight: 600;
    color: #333;
    white-space: nowrap;
}

.search-nav-right {
    display: flex;
    align-items: center;
    gap: 10px;
    flex-wrap: wrap;
}

/* =============================
   Client search input
   ============================= */
#clientSearch {
    width: 320px;
    min-width: 220px;
    padding: 14px 20px;
    font-size: 1rem;
    font-weight: 500;
    border: 2px solid #d3caa3;
    border-radius: 24px;
    box-shadow: inset 3px 3px 6px #e3dfd4,
                inset -3px -3px 6px #fdfbf3;
    transition: border-color 0.3s ease;
    flex-shrink: 0;
}
#clientSearch:focus {
    outline: none;
    border-color: #a38e48;
    box-shadow: 0 0 10px #a38e48;
}

/* Mobile-friendly search input */
@media (max-width: 768px) {
  .search-nav-row {
    flex-direction: column;
    align-items: flex-start;
  }
  .search-nav-left {
    flex-direction: column;
    align-items: flex-start;
    width: 100%;
  }
  #clientSearch {
    width: 100%;
    min-width: unset;
    padding: 12px 16px;
    font-size: 0.9rem;
  }
  .search-nav-right {
    width: 100%;
    justify-content: flex-start;
  }
}

/* =============================
   Clients Table (Luxury Theme)
   ============================= */

/* Table container style */
table#clientsTable,
table#businessClientsTable {
  table-layout: fixed;
  width: 100%;
  border-collapse: separate;
  border-spacing: 0 10px;
  background: #fffef9;
  border-radius: 24px;
  box-shadow: 0 10px 25px rgba(60, 68, 76, 0.25);
  overflow: hidden;
  transition: all 0.3s ease-in-out;
}

/* Hide empty rows */
table#clientsTable tbody tr:empty,
table#businessClientsTable tbody tr:empty {
  display: none;
}

/* Header row with gradient */
table#clientsTable thead tr,
table#businessClientsTable thead tr {
  background: linear-gradient(135deg, #3c444c, #c9b25f);
  color: #fff;
  font-weight: 700;
  font-size: 1rem;
  letter-spacing: 0.8px;
  box-shadow: 0 6px 14px rgba(60, 68, 76, 0.4);
}

/* Remove spacing before first tbody row */
table#clientsTable tbody tr:first-child,
table#businessClientsTable tbody tr:first-child {
  margin-top: 0 !important;
}

/* Header cells */
table#clientsTable thead th,
table#businessClientsTable thead th {
  padding: 10px 24px;
  text-align: center;
  user-select: none;
  white-space: nowrap;
  text-overflow: ellipsis;
  overflow: hidden;
}

/* Body rows */
table#clientsTable tbody tr,
table#businessClientsTable tbody tr {
  background: #ffffff;
  cursor: pointer;
  box-shadow: 0 3px 10px rgba(201, 178, 95, 0.15);
  border-radius: 16px;
  transition: all 0.3s ease;
}

/* Alternate row color */
table#clientsTable tbody tr:nth-child(even),
table#businessClientsTable tbody tr:nth-child(even) {
  background: #f9f6ea;
}

/* Hover effect */
table#clientsTable tbody tr:hover,
table#businessClientsTable tbody tr:hover {
  background: #f4eed9;
  transform: scale(1.01);
  box-shadow: 0 6px 14px rgba(201, 178, 95, 0.3);
}

/* Table cells */
table#clientsTable tbody td,
table#businessClientsTable tbody td {
  padding: 14px 24px;
  font-weight: 500;
  font-size: 0.95rem;
  color: #3c444c;
  overflow: hidden;
  white-space: nowrap;
  text-overflow: ellipsis;
}

/* Table highlight animation (optional subtle fade) */
@keyframes fadeInRow {
  from { opacity: 0; transform: translateY(4px); }
  to { opacity: 1; transform: translateY(0); }
}

table#clientsTable tbody tr,
table#businessClientsTable tbody tr {
  animation: fadeInRow 0.3s ease both;
}

/* =============================
   Modal Backdrop/Overlay
   ============================= */
.modal-backdrop {
    display: none;
    position: fixed;
    top: 0;
    left: 0;
    width: 100%;
    height: 100%;
    background: rgba(0, 0, 0, 0.6);
    backdrop-filter: blur(4px);
    z-index: 10000;
    transition: opacity 0.3s ease;
    opacity: 0;
}
.modal-backdrop.active {
    display: block;
    opacity: 1;
}

/* =============================
   Modal - ENHANCED STYLING
   ============================= */
.client-modal {
    position: fixed;
    top: 50%;
    left: 50%;
    transform: translate(-50%, -50%) scale(0);
    background: #ffffff;
    border-radius: 20px;
    box-shadow: 0 25px 50px rgba(60, 68, 76, 0.5);
    padding: 40px 50px;
    width: 700px;
    max-width: 90vw;
    max-height: 85vh;
    overflow-y: auto;
    opacity: 0;
    pointer-events: none;
    transition: opacity 0.3s ease, transform 0.3s ease;
    z-index: 10001;
    border: 2px solid #c9b25f;
}
.client-modal.active {
    opacity: 1;
    pointer-events: auto;
    transform: translate(-50%, -50%) scale(1);
}
.client-modal h3 {
    font-weight: 700;
    font-size: 2rem;
    color: #3c444c;
    margin-bottom: 25px;
    border-bottom: 3px solid #c9b25f;
    padding-bottom: 12px;
}
.client-modal h4 {
    font-weight: 600;
    font-size: 1.3rem;
    color: #3c444c;
    margin-top: 25px;
    margin-bottom: 15px;
}
.client-modal label {
    display: block;
    font-weight: 700;
    font-size: 0.95rem;
    color: #3c444c;
    margin-bottom: 6px;
    margin-top: 12px;
}
.client-modal input[type="text"],
.client-modal input[type="email"],
.client-modal input[type="tel"],
.client-modal input[type="date"],
.client-modal textarea {
    width: 100%;
    padding: 14px 18px;
    font-size: 1.05rem;
    font-weight: 500;
    border-radius: 10px;
    border: 2px solid #d3caa3;
    background: #ffffff;
    box-shadow: 0 2px 6px rgba(0,0,0,0.08);
    transition: all 0.3s ease;
}
.client-modal input:focus,
.client-modal select:focus,
.client-modal textarea:focus {
    outline: none;
    border-color: #c9b25f;
    box-shadow: 0 4px 12px rgba(201, 178, 95, 0.3);
}
.client-modal textarea {
    min-height: 100px;
    resize: vertical;
}
.client-modal .modal-buttons {
    margin-top: 30px;
    text-align: right;
    display: flex;
    gap: 12px;
    justify-content: flex-end;
}
.client-modal .modal-buttons button {
    padding: 14px 28px;
    font-weight: 700;
    font-size: 1.05rem;
    border-radius: 10px;
    border: none;
    cursor: pointer;
    transition: all 0.3s ease;
}

/* Modal scrollbar */
.client-modal::-webkit-scrollbar {
    width: 10px;
}
.client-modal::-webkit-scrollbar-track {
    background: #f0f0f0;
    border-radius: 10px;
}
.client-modal::-webkit-scrollbar-thumb {
    background: #c9b25f;
    border-radius: 10px;
}
.client-modal::-webkit-scrollbar-thumb:hover {
    background: #3c444c;
}

/* =============================
   Select styling - ULTRA READABLE
   ============================= */
select,
.portal-select {
    width: 100%;
    max-width: 300px;
    padding: 16px 22px;
    font-size: 1.3rem;
    font-weight: 800;
    font-family: 'Segoe UI', Tahoma, Geneva, Verdana, sans-serif;
    color: #000000;
    background: #ffffff;
    border-radius: 12px;
    border: 4px solid #c9b25f;
    box-shadow: 0 6px 16px rgba(201, 178, 95, 0.4);
    appearance: none;
    cursor: pointer;
    transition: all 0.3s ease;
    background-image: url("data:image/svg+xml;charset=US-ASCII,%3csvg xmlns='http://www.w3.org/2000/svg' width='16' height='12'%3e%3cpath fill='%23000000' d='M0 0l8 12 8-12z'/%3e%3c/svg%3e");
    background-repeat: no-repeat;
    background-position: right 20px center;
    background-size: 16px 12px;
    padding-right: 55px;
}

select:hover,
.portal-select:hover,
select:focus,
.portal-select:focus {
    border-color: #3c444c;
    box-shadow: 0 8px 20px rgba(60, 68, 76, 0.5);
    outline: none;
    background-color: #fffef9;
    transform: translateY(-2px);
}

/* Option styling - SUPER CLEAR */
select option,
.portal-select option {
    padding: 14px;
    font-size: 1.2rem;
    font-weight: 700;
    background: #fff;
    color: #000000;
}

/* Mobile adjustments */
@media (max-width: 768px) {
    select,
    .portal-select {
        max-width: 100%;
        font-size: 1.1rem;
        padding: 14px 20px;
    }
}

.form-row {
  display: flex;
  align-items: center;
  gap: 10px;
  margin-bottom: 8px;
  flex-wrap: wrap;
}

.form-row label {
  font-weight: 500;
  white-space: nowrap;
}

.form-row input,
.form-row select,
.form-row textarea {
  flex: 1;
  padding: 4px 6px;
  min-width: 120px;
}



/* ============================================
   Latest Note Box (Styled Consistently)
   ============================================ */
.employee-latest-note {
  border-radius: 12px;
  overflow: hidden;
  background: #fff;
  box-shadow: 0 4px 20px rgba(0,0,0,0.08);
  margin-top: 10px;
  font-family: system-ui, sans-serif;
  transition: all 0.3s ease;
}

.employee-latest-note:hover {
  transform: translateY(-2px);
  box-shadow: 0 8px 25px rgba(0,0,0,0.1);
}

/* Header */
.latest-note-header {
  background: linear-gradient(135deg, #3c444c, #c9b25f);
  color: #fff;
  padding: 12px 18px;
}

.latest-note-header h4 {
  margin: 0;
  font-size: 16px;
  font-weight: 600;
  color: #fff;
  letter-spacing: 0.3px;
}

/* Body */
.latest-note-body {
  padding: 10px 18px;
  background: #f9f9f9;
  border-top: 1px solid #eee;
  color: #333;
  font-size: 14px;
  line-height: 1.5;
}

/* “No notes yet” style */
#latestNoteText {
  color: #555;
}

/* Highlight latest note */
#latestNoteText strong {
  color: #3c444c;
}





.switch {
  position: relative;
  display: inline-block;
  width: 36px;
  height: 18px;
}

.switch input {
  opacity: 0;
  width: 0;
  height: 0;
}

.slider {
  position: absolute;
  cursor: pointer;
  top: 0;
  left: 0;
  right: 0;
  bottom: 0;
  background-color: #e74c3c;
  transition: .3s;
  border-radius: 20px;
}

.slider:before {
  position: absolute;
  content: "";
  height: 14px;
  width: 14px;
  left: 2px;
  bottom: 2px;
  background-color: white;
  transition: .3s;
  border-radius: 50%;
}

input:checked + .slider {
  background-color: #27ae60;
}

input:checked + .slider:before {
  transform: translateX(18px);
}