Add invoice SMS notifications and customer intake kiosk

Invoice SMS:
- Send Invoice modal now prompts Email/SMS/Both based on customer contact data
- New /invoice/{token} customer-facing view page with full line items and pay button
- PublicViewToken (permanent) added to Invoice; separate from expiring PaymentLinkToken
- InvoiceSent SMS default template added; customizable via Notification Templates settings
- {{viewUrl}} placeholder documented in template editor

Customer Intake Kiosk:
- Tablet kiosk flow: Contact → Job → Terms/Signature → Confirmation
- Remote link mode for off-site customers (lighter form, no signature)
- KioskHub (AllowAnonymous SignalR) for staff-to-tablet push without login
- Staff activates tablet via cookie; sends remote link manually
- Submitted sessions create Customer + Job automatically; fires in-app notification

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
2026-05-13 16:25:27 -04:00
parent 27bfd4db4d
commit 6a918c2afc
41 changed files with 24265 additions and 23 deletions
@@ -367,6 +367,10 @@ public class ApplicationDbContext : IdentityDbContext<ApplicationUser>, IDataPro
/// <summary>Prep-service definitions within a job template item.</summary>
public DbSet<JobTemplateItemPrepService> JobTemplateItemPrepServices { get; set; }
// Customer Intake Kiosk
/// <summary>Customer self-service intake sessions (walk-in tablet or remote email link); tenant-filtered with soft delete.</summary>
public DbSet<KioskSession> KioskSessions { get; set; }
/// <summary>
/// Platform-wide audit log capturing who changed what and when, across all tenants.
/// No global query filter — SuperAdmin controllers query this directly.
@@ -746,6 +750,24 @@ public class ApplicationDbContext : IdentityDbContext<ApplicationUser>, IDataPro
modelBuilder.Entity<InAppNotification>().HasQueryFilter(e =>
!e.IsDeleted && (IsPlatformAdmin || e.CompanyId == CurrentCompanyId));
// Customer intake kiosk sessions — tenant-filtered + soft delete.
// Anonymous intake routes must use ignoreQueryFilters:true when loading by SessionToken.
modelBuilder.Entity<KioskSession>().HasQueryFilter(e =>
!e.IsDeleted && (IsPlatformAdmin || e.CompanyId == CurrentCompanyId));
modelBuilder.Entity<KioskSession>()
.HasIndex(e => e.SessionToken)
.IsUnique();
modelBuilder.Entity<KioskSession>()
.HasOne(k => k.LinkedCustomer)
.WithMany()
.HasForeignKey(k => k.LinkedCustomerId)
.OnDelete(DeleteBehavior.SetNull);
modelBuilder.Entity<KioskSession>()
.HasOne(k => k.LinkedJob)
.WithMany()
.HasForeignKey(k => k.LinkedJobId)
.OnDelete(DeleteBehavior.SetNull);
// Account self-referencing hierarchy
modelBuilder.Entity<Account>()
.HasOne(a => a.ParentAccount)
@@ -967,6 +967,17 @@ New accounts walk through an 18-step setup wizard to configure company informati
CreatedAt = DateTime.UtcNow
},
new NotificationTemplate
{
NotificationType = NotificationType.InvoiceSent,
Channel = NotificationChannel.Sms,
DisplayName = "Invoice Sent (SMS)",
Subject = null,
Body = "{{companyName}}: Invoice {{invoiceNumber}} for {{invoiceTotal}} is ready. View your invoice: {{viewUrl}} Reply STOP to opt out.",
IsActive = true,
CompanyId = companyId,
CreatedAt = DateTime.UtcNow
},
new NotificationTemplate
{
NotificationType = NotificationType.PaymentReceived,
Channel = NotificationChannel.Email,
File diff suppressed because it is too large Load Diff
@@ -0,0 +1,142 @@
using System;
using Microsoft.EntityFrameworkCore.Migrations;
#nullable disable
namespace PowderCoating.Infrastructure.Migrations
{
/// <inheritdoc />
public partial class AddKioskIntakeSession : Migration
{
/// <inheritdoc />
protected override void Up(MigrationBuilder migrationBuilder)
{
migrationBuilder.AddColumn<string>(
name: "KioskActivationToken",
table: "Companies",
type: "nvarchar(max)",
nullable: true);
migrationBuilder.CreateTable(
name: "KioskSessions",
columns: table => new
{
Id = table.Column<int>(type: "int", nullable: false)
.Annotation("SqlServer:Identity", "1, 1"),
SessionToken = table.Column<Guid>(type: "uniqueidentifier", nullable: false),
SessionType = table.Column<int>(type: "int", nullable: false),
Status = table.Column<int>(type: "int", nullable: false),
CustomerFirstName = table.Column<string>(type: "nvarchar(max)", nullable: false),
CustomerLastName = table.Column<string>(type: "nvarchar(max)", nullable: false),
CustomerPhone = table.Column<string>(type: "nvarchar(max)", nullable: false),
CustomerEmail = table.Column<string>(type: "nvarchar(max)", nullable: false),
IsReturningCustomer = table.Column<bool>(type: "bit", nullable: false),
JobDescription = table.Column<string>(type: "nvarchar(max)", nullable: false),
HowDidYouHearAboutUs = table.Column<string>(type: "nvarchar(max)", nullable: true),
AgreedToTerms = table.Column<bool>(type: "bit", nullable: false),
AgreedToTermsAt = table.Column<DateTime>(type: "datetime2", nullable: true),
SmsOptIn = table.Column<bool>(type: "bit", nullable: false),
SignatureDataBase64 = table.Column<string>(type: "nvarchar(max)", nullable: true),
LinkedCustomerId = table.Column<int>(type: "int", nullable: true),
LinkedJobId = table.Column<int>(type: "int", nullable: true),
SubmittedAt = table.Column<DateTime>(type: "datetime2", nullable: true),
ExpiresAt = table.Column<DateTime>(type: "datetime2", nullable: false),
RemoteLinkEmail = table.Column<string>(type: "nvarchar(max)", nullable: true),
RemoteLinkSentAt = table.Column<DateTime>(type: "datetime2", nullable: true),
CompanyId = table.Column<int>(type: "int", nullable: false),
CreatedAt = table.Column<DateTime>(type: "datetime2", nullable: false),
UpdatedAt = table.Column<DateTime>(type: "datetime2", nullable: true),
CreatedBy = table.Column<string>(type: "nvarchar(max)", nullable: true),
UpdatedBy = table.Column<string>(type: "nvarchar(max)", nullable: true),
IsDeleted = table.Column<bool>(type: "bit", nullable: false),
DeletedAt = table.Column<DateTime>(type: "datetime2", nullable: true),
DeletedBy = table.Column<string>(type: "nvarchar(max)", nullable: true)
},
constraints: table =>
{
table.PrimaryKey("PK_KioskSessions", x => x.Id);
table.ForeignKey(
name: "FK_KioskSessions_Customers_LinkedCustomerId",
column: x => x.LinkedCustomerId,
principalTable: "Customers",
principalColumn: "Id",
onDelete: ReferentialAction.SetNull);
table.ForeignKey(
name: "FK_KioskSessions_Jobs_LinkedJobId",
column: x => x.LinkedJobId,
principalTable: "Jobs",
principalColumn: "Id",
onDelete: ReferentialAction.SetNull);
});
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 1,
column: "CreatedAt",
value: new DateTime(2026, 5, 13, 18, 40, 15, 633, DateTimeKind.Utc).AddTicks(8207));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 2,
column: "CreatedAt",
value: new DateTime(2026, 5, 13, 18, 40, 15, 633, DateTimeKind.Utc).AddTicks(8213));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 3,
column: "CreatedAt",
value: new DateTime(2026, 5, 13, 18, 40, 15, 633, DateTimeKind.Utc).AddTicks(8215));
migrationBuilder.CreateIndex(
name: "IX_KioskSessions_LinkedCustomerId",
table: "KioskSessions",
column: "LinkedCustomerId");
migrationBuilder.CreateIndex(
name: "IX_KioskSessions_LinkedJobId",
table: "KioskSessions",
column: "LinkedJobId");
migrationBuilder.CreateIndex(
name: "IX_KioskSessions_SessionToken",
table: "KioskSessions",
column: "SessionToken",
unique: true);
}
/// <inheritdoc />
protected override void Down(MigrationBuilder migrationBuilder)
{
migrationBuilder.DropTable(
name: "KioskSessions");
migrationBuilder.DropColumn(
name: "KioskActivationToken",
table: "Companies");
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 1,
column: "CreatedAt",
value: new DateTime(2026, 5, 13, 14, 57, 30, 15, DateTimeKind.Utc).AddTicks(5641));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 2,
column: "CreatedAt",
value: new DateTime(2026, 5, 13, 14, 57, 30, 15, DateTimeKind.Utc).AddTicks(5655));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 3,
column: "CreatedAt",
value: new DateTime(2026, 5, 13, 14, 57, 30, 15, DateTimeKind.Utc).AddTicks(5656));
}
}
}
File diff suppressed because it is too large Load Diff
@@ -0,0 +1,71 @@
using System;
using Microsoft.EntityFrameworkCore.Migrations;
#nullable disable
namespace PowderCoating.Infrastructure.Migrations
{
/// <inheritdoc />
public partial class AddInvoicePublicViewToken : Migration
{
/// <inheritdoc />
protected override void Up(MigrationBuilder migrationBuilder)
{
migrationBuilder.AddColumn<string>(
name: "PublicViewToken",
table: "Invoices",
type: "nvarchar(max)",
nullable: true);
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 1,
column: "CreatedAt",
value: new DateTime(2026, 5, 13, 19, 28, 44, 26, DateTimeKind.Utc).AddTicks(4259));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 2,
column: "CreatedAt",
value: new DateTime(2026, 5, 13, 19, 28, 44, 26, DateTimeKind.Utc).AddTicks(4264));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 3,
column: "CreatedAt",
value: new DateTime(2026, 5, 13, 19, 28, 44, 26, DateTimeKind.Utc).AddTicks(4266));
}
/// <inheritdoc />
protected override void Down(MigrationBuilder migrationBuilder)
{
migrationBuilder.DropColumn(
name: "PublicViewToken",
table: "Invoices");
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 1,
column: "CreatedAt",
value: new DateTime(2026, 5, 13, 18, 40, 15, 633, DateTimeKind.Utc).AddTicks(8207));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 2,
column: "CreatedAt",
value: new DateTime(2026, 5, 13, 18, 40, 15, 633, DateTimeKind.Utc).AddTicks(8213));
migrationBuilder.UpdateData(
table: "PricingTiers",
keyColumn: "Id",
keyValue: 3,
column: "CreatedAt",
value: new DateTime(2026, 5, 13, 18, 40, 15, 633, DateTimeKind.Utc).AddTicks(8215));
}
}
}
@@ -1812,6 +1812,9 @@ namespace PowderCoating.Infrastructure.Migrations
b.Property<bool>("IsDeleted")
.HasColumnType("bit");
b.Property<string>("KioskActivationToken")
.HasColumnType("nvarchar(max)");
b.Property<string>("LogoContentType")
.HasColumnType("nvarchar(max)");
@@ -3919,6 +3922,9 @@ namespace PowderCoating.Infrastructure.Migrations
b.Property<string>("PreparedById")
.HasColumnType("nvarchar(450)");
b.Property<string>("PublicViewToken")
.HasColumnType("nvarchar(max)");
b.Property<int?>("SalesTaxAccountId")
.HasColumnType("int");
@@ -5564,6 +5570,115 @@ namespace PowderCoating.Infrastructure.Migrations
b.ToTable("JournalEntryLines");
});
modelBuilder.Entity("PowderCoating.Core.Entities.KioskSession", b =>
{
b.Property<int>("Id")
.ValueGeneratedOnAdd()
.HasColumnType("int");
SqlServerPropertyBuilderExtensions.UseIdentityColumn(b.Property<int>("Id"));
b.Property<bool>("AgreedToTerms")
.HasColumnType("bit");
b.Property<DateTime?>("AgreedToTermsAt")
.HasColumnType("datetime2");
b.Property<int>("CompanyId")
.HasColumnType("int");
b.Property<DateTime>("CreatedAt")
.HasColumnType("datetime2");
b.Property<string>("CreatedBy")
.HasColumnType("nvarchar(max)");
b.Property<string>("CustomerEmail")
.IsRequired()
.HasColumnType("nvarchar(max)");
b.Property<string>("CustomerFirstName")
.IsRequired()
.HasColumnType("nvarchar(max)");
b.Property<string>("CustomerLastName")
.IsRequired()
.HasColumnType("nvarchar(max)");
b.Property<string>("CustomerPhone")
.IsRequired()
.HasColumnType("nvarchar(max)");
b.Property<DateTime?>("DeletedAt")
.HasColumnType("datetime2");
b.Property<string>("DeletedBy")
.HasColumnType("nvarchar(max)");
b.Property<DateTime>("ExpiresAt")
.HasColumnType("datetime2");
b.Property<string>("HowDidYouHearAboutUs")
.HasColumnType("nvarchar(max)");
b.Property<bool>("IsDeleted")
.HasColumnType("bit");
b.Property<bool>("IsReturningCustomer")
.HasColumnType("bit");
b.Property<string>("JobDescription")
.IsRequired()
.HasColumnType("nvarchar(max)");
b.Property<int?>("LinkedCustomerId")
.HasColumnType("int");
b.Property<int?>("LinkedJobId")
.HasColumnType("int");
b.Property<string>("RemoteLinkEmail")
.HasColumnType("nvarchar(max)");
b.Property<DateTime?>("RemoteLinkSentAt")
.HasColumnType("datetime2");
b.Property<Guid>("SessionToken")
.HasColumnType("uniqueidentifier");
b.Property<int>("SessionType")
.HasColumnType("int");
b.Property<string>("SignatureDataBase64")
.HasColumnType("nvarchar(max)");
b.Property<bool>("SmsOptIn")
.HasColumnType("bit");
b.Property<int>("Status")
.HasColumnType("int");
b.Property<DateTime?>("SubmittedAt")
.HasColumnType("datetime2");
b.Property<DateTime?>("UpdatedAt")
.HasColumnType("datetime2");
b.Property<string>("UpdatedBy")
.HasColumnType("nvarchar(max)");
b.HasKey("Id");
b.HasIndex("LinkedCustomerId");
b.HasIndex("LinkedJobId");
b.HasIndex("SessionToken")
.IsUnique();
b.ToTable("KioskSessions");
});
modelBuilder.Entity("PowderCoating.Core.Entities.MaintenanceRecord", b =>
{
b.Property<int>("Id")
@@ -6577,7 +6692,7 @@ namespace PowderCoating.Infrastructure.Migrations
{
Id = 1,
CompanyId = 0,
CreatedAt = new DateTime(2026, 5, 13, 14, 57, 30, 15, DateTimeKind.Utc).AddTicks(5641),
CreatedAt = new DateTime(2026, 5, 13, 19, 28, 44, 26, DateTimeKind.Utc).AddTicks(4259),
Description = "Standard pricing for regular customers",
DiscountPercent = 0m,
IsActive = true,
@@ -6588,7 +6703,7 @@ namespace PowderCoating.Infrastructure.Migrations
{
Id = 2,
CompanyId = 0,
CreatedAt = new DateTime(2026, 5, 13, 14, 57, 30, 15, DateTimeKind.Utc).AddTicks(5655),
CreatedAt = new DateTime(2026, 5, 13, 19, 28, 44, 26, DateTimeKind.Utc).AddTicks(4264),
Description = "5% discount for preferred customers",
DiscountPercent = 5m,
IsActive = true,
@@ -6599,7 +6714,7 @@ namespace PowderCoating.Infrastructure.Migrations
{
Id = 3,
CompanyId = 0,
CreatedAt = new DateTime(2026, 5, 13, 14, 57, 30, 15, DateTimeKind.Utc).AddTicks(5656),
CreatedAt = new DateTime(2026, 5, 13, 19, 28, 44, 26, DateTimeKind.Utc).AddTicks(4266),
Description = "10% discount for premium customers",
DiscountPercent = 10m,
IsActive = true,
@@ -9721,6 +9836,23 @@ namespace PowderCoating.Infrastructure.Migrations
b.Navigation("JournalEntry");
});
modelBuilder.Entity("PowderCoating.Core.Entities.KioskSession", b =>
{
b.HasOne("PowderCoating.Core.Entities.Customer", "LinkedCustomer")
.WithMany()
.HasForeignKey("LinkedCustomerId")
.OnDelete(DeleteBehavior.SetNull);
b.HasOne("PowderCoating.Core.Entities.Job", "LinkedJob")
.WithMany()
.HasForeignKey("LinkedJobId")
.OnDelete(DeleteBehavior.SetNull);
b.Navigation("LinkedCustomer");
b.Navigation("LinkedJob");
});
modelBuilder.Entity("PowderCoating.Core.Entities.MaintenanceRecord", b =>
{
b.HasOne("PowderCoating.Core.Entities.ApplicationUser", "AssignedUser")
@@ -121,6 +121,9 @@ public class UnitOfWork : IUnitOfWork
private IRepository<GiftCertificate>? _giftCertificates;
private IRepository<GiftCertificateRedemption>? _giftCertificateRedemptions;
// Customer Intake Kiosk
private IRepository<KioskSession>? _kioskSessions;
// Purchase Orders
private IPurchaseOrderRepository? _purchaseOrders;
private IRepository<PurchaseOrderItem>? _purchaseOrderItems;
@@ -460,6 +463,10 @@ public class UnitOfWork : IUnitOfWork
public IRepository<GiftCertificateRedemption> GiftCertificateRedemptions =>
_giftCertificateRedemptions ??= new Repository<GiftCertificateRedemption>(_context);
/// <summary>Repository for <see cref="KioskSession"/> customer self-service intake sessions; tenant-filtered with soft delete.</summary>
public IRepository<KioskSession> KioskSessions =>
_kioskSessions ??= new Repository<KioskSession>(_context);
// Job Templates
/// <summary>Repository for <see cref="JobTemplate"/> reusable job blueprints; tenant-filtered with soft delete.</summary>
public IJobTemplateRepository JobTemplates =>
@@ -621,7 +621,7 @@ public class NotificationService : INotificationService
/// (the <paramref name="paymentUrl"/> parameter). Without a payment URL the email is a
/// standard "here is your invoice" message with no payment CTA.
/// </summary>
public async Task NotifyInvoiceSentAsync(Invoice invoice, byte[]? pdfAttachment = null, string? pdfFilename = null, string? paymentUrl = null, string? overrideEmail = null)
public async Task NotifyInvoiceSentAsync(Invoice invoice, byte[]? pdfAttachment = null, string? pdfFilename = null, string? paymentUrl = null, string? overrideEmail = null, bool sendSms = false, string? viewUrl = null)
{
try
{
@@ -705,6 +705,50 @@ public class NotificationService : INotificationService
await WriteLog(SkippedLog(NotificationChannel.Email, NotificationType.InvoiceSent,
customerName, string.Join(", ", invoiceEmails), invoice.CompanyId, customerId: customer.Id, invoiceId: invoice.Id));
}
// SMS — only when explicitly requested by staff (sendSms=true), customer has opted in,
// and the company's SMS is active. Uses viewUrl (permanent) so customer can see the full
// invoice; paymentUrl (expiring Stripe link) is surfaced on the view page itself.
if (sendSms)
{
var smsAllowed = await IsSmsAllowedForCompanyAsync(company);
var smsPhone = customer.MobilePhone ?? customer.Phone;
if (smsAllowed && customer.NotifyBySms && !string.IsNullOrWhiteSpace(smsPhone))
{
var urlForSms = viewUrl ?? paymentUrl ?? string.Empty;
var values = new Dictionary<string, string>
{
["companyName"] = companyName,
["invoiceNumber"] = invoice.InvoiceNumber,
["invoiceTotal"] = invoice.Total.ToString("C"),
["viewUrl"] = urlForSms
};
var message = await GetRenderedSmsAsync(invoice.CompanyId, NotificationType.InvoiceSent, values,
$"{companyName}: Invoice {invoice.InvoiceNumber} for {invoice.Total:C} is ready. View your invoice: {urlForSms} Reply STOP to opt out.");
var (smsSent, smsError) = await _smsService.SendSmsAsync(smsPhone, message);
await WriteLog(new NotificationLog
{
Channel = NotificationChannel.Sms,
NotificationType = NotificationType.InvoiceSent,
Status = smsSent ? NotificationStatus.Sent : NotificationStatus.Failed,
RecipientName = customerName,
Recipient = smsPhone,
Message = message,
ErrorMessage = smsError,
SentAt = DateTime.UtcNow,
CustomerId = customer.Id,
InvoiceId = invoice.Id,
CompanyId = invoice.CompanyId
});
}
else if (!string.IsNullOrWhiteSpace(smsPhone))
{
await WriteLog(SkippedLog(NotificationChannel.Sms, NotificationType.InvoiceSent,
customerName, smsPhone, invoice.CompanyId, customerId: customer.Id, invoiceId: invoice.Id));
}
}
}
catch (Exception ex)
{
@@ -1153,6 +1197,10 @@ public class NotificationService : INotificationService
"Invoice {{invoiceNumber}} from {{companyName}}",
"<p>Dear {{customerName}},</p><p>Please find your invoice <strong>{{invoiceNumber}}</strong> for <strong>{{invoiceTotal}}</strong> attached.{{invoiceDueDate}}</p><p>Thank you for your business with {{companyName}}.</p>"
),
[(NotificationType.InvoiceSent, NotificationChannel.Sms)] = (
null,
"{{companyName}}: Invoice {{invoiceNumber}} for {{invoiceTotal}} is ready. View your invoice: {{viewUrl}} Reply STOP to opt out."
),
[(NotificationType.PaymentReceived, NotificationChannel.Email)] = (
"Payment Received — Invoice {{invoiceNumber}}",
"<p>Dear {{customerName}},</p><p>We have received your payment of <strong>{{paymentAmount}}</strong> on {{paymentDate}} for invoice <strong>{{invoiceNumber}}</strong>.{{balanceDue}}</p><p>Thank you for your business with {{companyName}}.</p>"