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➕ Create Payout Session
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🚚 Shipping Rates
Rates shown to customers at checkout. Orders above the free-shipping threshold (set in Profile) get free Standard shipping.
📦 Manual Shipping
To ship an order manually: go to Orders or Fulfillment, click the 📦 Ship button on any paid order, enter a tracking number and select a carrier. The customer receives a shipping email with the tracking number automatically.
Supported carriers for manual tracking:
• USPS — tracking via usps.com
• UPS — tracking via ups.com
• FedEx — tracking via fedex.com
• DHL — tracking via dhl.com
• Other — any carrier, tracking link shown as-is
🏭 From Address (for label printing)
If you use USPS or UPS API label creation (Integrations tab), this address appears as the return/from address on labels.
🚚 USPS Shipping (v3 REST API)
Register at developer.usps.com to get OAuth credentials. For label creation, also set up a Payment Account (CRID/MID).
📦 UPS Shipping
🔷 Google Workspace Email
Use a Gmail app password so transactional emails come from your domain. Generate at myaccount.google.com/apppasswords.
💳 Payments
Card checkout uses Square (consulting-service model). Configure Square keys in the admin secrets panel.
🔀 System Toggles — Built-in vs External
By default, both affiliates and support tickets use the built-in system. Toggle to external if you have GoAffPro or Zoho Desk configured.
🤝 GoAffPro Affiliate Program (Optional External)
Only needed if you toggle to external above. Connect GoAffPro for affiliate management. Get your keys from GoAffPro Settings → Advanced → Access Tokens.
🌐 Domain
🦉 Hypatia Chat Assistant
Configure how Hypatia speaks to your customers. She appears as a chat bubble on your storefront and can answer product questions, track orders for logged-in customers, and handle support inquiries.
📬 Email Templates
✅ Order Confirmation
Sent immediately after order is placed
Auto-enabled
🚚 Shipping Notification
Sent when tracking is added
Auto-enabled
💸 Payment Received
Sent when payment confirmed
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📦 Delivered
Sent when marked delivered
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🗂 Activity Log
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🧪 Peptide Research Store — Setup & Operations Guide

1. What This Store Does

This is a complete e-commerce storefront for selling research-grade peptides. It includes a public catalog with product images, science data (amino acid sequence, molecular weight, purity, pathways), Certificates of Analysis, a multi-step checkout, order tracking, and a full admin panel for managing everything.

2. First-Time Setup Checklist

Step 1 — Branding: Go to Settings → Profile. Set your company name, tagline, support email, and brand colors. These appear on the storefront header, hero section, emails, and legal pages.
Step 2 — Products: Go to Products and click + Add Product. For each peptide, fill in: name, amount (e.g. 5mg), price, SKU, stock count, description, and the science fields (sequence, molecular weight, purity, pathways, storage). Products with science fields get a "Science Info" card and a COA button on the storefront.
Step 3 — Payment: Go to Settings → Integrations → Payments. Set your Zelle info (phone or email customers send to). For Stripe card payments, add your Stripe publishable key here, and put your Stripe secret key in state/operator-secrets/stripe/payload.env on the server.
Step 4 — Shipping: Shipping rates are configured in store settings (Standard, Priority, Express). To enable one-click label creation, add your USPS or UPS API credentials in Settings → Integrations. Without carrier credentials, you use manual tracking entry.
Step 5 — Legal: Go to Settings → Legal. Add your RUO disclaimer, terms stub, privacy stub, and refund stub. These are auto-expanded into full legal pages. The disclaimer appears in the store footer and on all documents.
Step 6 — Email: To send order emails from your own domain, go to Settings → Integrations → Google Workspace and add your Gmail/Workspace address + app password. Without this, emails send via the system Resend SMTP.
Step 7 — Domain: To connect a custom domain, go to Settings → Integrations → Domain. Enter your domain name and click Connect. This configures nginx + Cloudflare tunnel automatically.

3. Daily Operations — Order Lifecycle

Order Flow: Placed → Paid → Processing → Shipped → Delivered
1. Customer places order on storefront → order appears in Orders tab as "awaiting payment"
2. For Zelle: customer sends payment, you verify and click ✓ Paid → customer gets payment confirmation email
3. Go to Fulfillment tab → order appears in "Paid → Ready" queue → click ⚙ Process to start packing
4. Assign batch numbers per item if needed → print packing slip (🖨 Slip) → print product labels (🏷 Labels)
5. Click 📦 Ship USPS/UPS (if configured) or 📦 Manual Track to enter tracking → customer gets shipping email with tracking number
6. When delivered, click ✅ Delivered → customer gets delivery confirmation email

4. Peptide-Specific Features

Certificate of Analysis (COA): Auto-generated for every product that has purity/sequence data. Customers can view it from the product detail drawer. Printable HTML page with product specs, purity test results, and QC pass.
Science Info Card: Products with sequence, molecular weight, pathways, or amino acid count display a blue science card in the product detail drawer. This builds trust with researchers.
Storage Instructions: Add storage info (e.g. "-20°C lyophilized") to each product. Shown as a yellow advisory card in the product detail.
Batch Tracking: In the Fulfillment panel, assign lot/batch numbers to each item before shipping. These appear on packing slips and link to COAs.
Low Stock Alerts: Products with ≤10 units trigger a yellow alert on the Overview dashboard. Stock auto-decrements on orders and auto-restores on cancellations/refunds.

5. Customer Storefront Features

• Announcement bar, hero section, trust badges (Lab Tested, Secure Checkout, Money-Back, Free Shipping, COA)
• Product grid with images, star ratings, prices, stock indicators, sort/filter/search
• Product detail drawer with science info, COA link, storage, related products, customer reviews
• 4-step checkout: Cart Review (with coupon field) → Customer Info → Shipping Address → Payment
• Order tracking page, About page, FAQ page, legal pages (Terms, Privacy, Refund)
• JSON-LD structured data for search engine visibility

6. URLs

Storefront: /store.html?store=YOUR_SLUG
Admin Panel: /store-admin.html?store=YOUR_SLUG
COA: /api/ideas/store/YOUR_SLUG/product/coa?id=PRODUCT_ID
Packing Slip: /api/ideas/store/YOUR_SLUG/order/packing-slip?id=ORDER_ID
🩺 Wellness Consulting Store — Setup & Operations Guide
⚠️ Important: Educational Consulting Only
This platform is designed for educational wellness consulting — not medical advice, diagnosis, or treatment. Consultations are for informational and educational purposes only. This is not a HIPAA-regulated medical practice. Consultants are educators and wellness coaches, not licensed physicians. All disclaimers and terms must clearly reflect this.

1. What This Store Does

This is a service-based e-commerce storefront for selling educational wellness consultations and coaching packages. Clients browse available services, purchase a consultation or package, and you fulfill by scheduling and conducting the session. The same order lifecycle, payment processing, and admin tools apply — but instead of shipping physical products, you deliver virtual educational consulting sessions. All services are strictly informational and educational — no medical advice, diagnosis, or prescriptions.

2. First-Time Setup Checklist

Step 1 — Branding: Go to Settings → Profile. Set your business name, tagline (e.g. "Wellness Education, Anywhere"), support email, and brand colors. The free shipping threshold can be set to $0 since there's no physical shipping.
Step 2 — Services: Go to Products and set up your consulting offerings. Typical services:
• Initial Consultation — First session, 45-60 min, educational wellness overview
• Follow-Up Session — 15-30 min check-in or topic deep-dive
• Multi-Session Package — Bundled sessions at a discount (e.g. 3-Session Wellness Package)
• Lab Panel Education — Consultant explains lab results in educational context
• Nutrition & Wellness Coaching — Lifestyle, nutrition, and wellness education sessions
For each service: set name, price, description, and stock (use a high number like 999 since these are virtual). The SKU can be a short code like CONSULT-INIT. Science fields (sequence, MW) don't apply — leave them blank.
Step 3 — Payment: Go to Settings → Integrations → Payments. Stripe is strongly recommended since clients expect card payments. Add your Stripe publishable key here and the secret key on the server. Zelle can be a backup option.
Step 4 — Legal & Disclaimers: Go to Settings → Legal. This is critical. Your disclaimer must clearly state:
• "All consultations are for educational and informational purposes only"
• "This is not medical advice, diagnosis, or treatment"
• "Consultants are wellness educators, not licensed physicians"
• "Clients should consult a licensed healthcare provider for medical concerns"
• "This service does not replace emergency medical care — call 911 for emergencies"
• Refund/cancellation policy for missed sessions
Step 5 — Email: Configure Google Workspace in Settings → Integrations so client emails come from your business domain (e.g. [email protected]). Professional email addresses build trust.
Step 6 — Domain: Connect your domain via Settings → Integrations → Domain. Clients should see your real business URL, not a generic one.

3. Session Fulfillment Workflow

Consulting Flow: Booked → Paid → Scheduled → Completed
1. Client purchases a consulting session on the storefront → order appears as "awaiting payment"
2. For Stripe: payment is processed automatically. For Zelle: verify and click ✓ Paid
3. Go to Fulfillment tab → order shows in queue → click ⚙ Process and contact the client to schedule their session (use the customer email from the order)
4. After conducting the session, click ✓ Delivered (which means "session completed") → client gets a completion email
5. For multi-session packages, you can use order notes or a separate scheduling system to track remaining sessions
⚠️ Key Differences from Physical Stores
• No shipping needed — the "Shipped" status means "session scheduled". "Delivered" means "session completed".
• No packing slips or COAs — these features don't apply to consulting services.
• Set free shipping threshold to $0 — so clients don't see a shipping charge.
• Refunds = cancellations — use the Refund button if a client cancels. Stock auto-restores.
• Stock = session slots — set a high number (999) unless you want to limit availability.
• Not medical advice — ensure all client-facing pages and emails include the educational-only disclaimer.

4. Client Storefront

• Same storefront features as physical stores: hero, trust badges, product grid, checkout, reviews
• Services appear as "products" — clients add them to cart and check out normally
• After payment, the order confirmation page explains next steps (schedule session)
• Clients can track their order status from the storefront Track Order page
• The footer disclaimer should always display: "For educational purposes only. Not medical advice."

5. Recommended Service Setup

Initial Consultation | $149 | SKU: CONSULT-INIT | "45-60 min educational wellness overview session"
Follow-Up Session | $79 | SKU: CONSULT-FU | "15-30 min follow-up education session"
3-Session Wellness Package| $349 | SKU: PKG-WELL-3 | "Three educational consulting sessions at a discounted rate"
Lab Panel Education | $99 | SKU: LAB-EDU | "Consultant explains your lab results in educational context"
Nutrition Coaching | $89 | SKU: COACH-NUTR | "Personalized nutrition and wellness education"
⚙️ Store Platform — Architecture & API

How the Store Platform Works

Every store runs on the same platform. A store is identified by its slug (e.g. "purepeptides", "wellnessnow"). All data lives in JSON files under state/stores/SLUG/ on the server. The bridge API serves all endpoints, the dashboard serves the HTML pages, and nginx proxies everything through port 8090.

File Structure

state/stores/YOUR_SLUG/
  ├─ settings.json  — Company, colors, legal, payment methods, shipping
  ├─ products.json  — Product catalog with science data & stock
  ├─ orders.json   — All orders with customer, items, status, tracking
  ├─ customers.json— Customer list with order counts & totals
  ├─ coupons.json  — Discount codes with usage tracking
  └─ reviews.json  — Customer reviews per product

API Endpoints

GET (Read)
/api/ideas/store/{slug}/info         — Store settings
/api/ideas/store/{slug}/products     — Product catalog
/api/ideas/store/{slug}/orders       — All orders
/api/ideas/store/{slug}/customers    — Customer list
/api/ideas/store/{slug}/reviews      — Product reviews
/api/ideas/store/{slug}/analytics    — Revenue & order stats
/api/ideas/store/{slug}/coupon/list   — Active coupons
/api/ideas/store/{slug}/legal/{type}  — Legal page (terms/privacy/refund)
/api/ideas/store/{slug}/order/status  — Public order tracking (?id=&email=)
/api/ideas/store/{slug}/product/coa   — Certificate of Analysis (?id=)
/api/ideas/store/{slug}/order/packing-slip — Print packing slip (?id=)
/api/ideas/store/{slug}/order/labels  — Product labels for order (?id=)
/api/ideas/store/{slug}/shipping/rates — Configured shipping rates
/api/ideas/store/list                — All stores on the platform
POST (Write)
/api/ideas/store/{slug}/order/create   — Place an order
/api/ideas/store/{slug}/order/update   — Update status/tracking
/api/ideas/store/{slug}/order/mark-paid — Mark order as paid
/api/ideas/store/{slug}/order/cancel   — Cancel (restores stock)
/api/ideas/store/{slug}/order/refund   — Refund (restores stock)
/api/ideas/store/{slug}/order/assign-batch — Assign lot/batch numbers
/api/ideas/store/{slug}/product/create  — Add new product
/api/ideas/store/{slug}/product/update  — Edit product
/api/ideas/store/{slug}/product/delete  — Remove product
/api/ideas/store/{slug}/inventory/update — Set stock count
/api/ideas/store/{slug}/coupon/create   — Create discount code
/api/ideas/store/{slug}/coupon/validate — Validate coupon at checkout
/api/ideas/store/{slug}/review/submit   — Submit customer review
/api/ideas/store/{slug}/settings/save   — Save settings (deep merge)
/api/ideas/store/{slug}/checkout/stripe — Create Stripe checkout session
/api/ideas/store/{slug}/domain/connect  — Connect custom domain
/api/ideas/store/{slug}/shipping/create-label — Create USPS/UPS label
/api/ideas/store/create              — Create a new store

Automated Emails

• Order Placed — Sent immediately to customer with order summary and payment instructions
• Payment Received — Sent when order is marked paid (via admin or Stripe webhook)
• Order Shipped — Sent when tracking is added, includes carrier + tracking number
• Order Delivered — Sent when marked as delivered, includes support contact

Coupon System

Create coupons via the API: POST /store/{slug}/coupon/create with {"code":"SAVE20", "type":"percent", "value":20, "min_order":50, "max_uses":100}. Customers enter coupons at checkout step 1 (cart review). Types: percent (% off), fixed ($ off), or free_shipping (waives shipping charge). Usage is tracked automatically.

Creating a New Store

New stores are created using the Site Wizard (in the Dev Lab) or via the API:

POST /api/ideas/store/create
{"company": "My Store", "slug": "mystore", "tagline": "...",
 "support_email": "...", "products": [...], "payment_methods": {...}}

The Site Wizard walks you through every step with a 7-step form: Template → Brand → Products → Payment → Legal → Email → Deploy.

Services Architecture

nginx (port 8090) — Reverse proxy, routes all traffic
  ├─ /api/ideas/* → Bridge (port 8890) — All store API logic
  └─ /* → Dashboard (port 8080) — Static HTML/JS/CSS files
---
Bridge: user-idea-bridge.py (Python, ThreadingHTTPServer)
Dashboard: serve.py (Python, SimpleHTTPRequestHandler)
Both managed by systemd: hypatia-bridge.service, hypatia-dashboard.service
📦 Add Tracking
Edit Product
Choose an existing authorized COA from Drive. The selected document becomes this product’s COA link.