Merge dev: tax-exempt pricing fixes, job details Unicode cleanup

- Fix tax-exempt customers being charged tax on all job save/recalc paths (7 call sites in JobsController)
- Fix JS falsy-zero bug in quote preview tax calculation (item-wizard.js)
- Fix quote preview not recalculating on customer change (Create.cshtml)
- Add AddQuotePricingSnapshotFields migration (missing from prior session)
- Fix intake button rendering ✓ as literal text (Html.Raw fix)
- Clean up corrupted Unicode box-drawing chars in Job Details view

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

src/PowderCoating.Application/DTOs/Quote/QuoteDtos.cs

@@ -604,6 +604,11 @@ public class QuotePricingBreakdownDto
 
     public decimal SubtotalBeforeDiscount { get; set; }
 
+    public decimal PricingTierDiscountAmount { get; set; }
+    public decimal PricingTierDiscountPercent { get; set; }
+    public decimal QuoteDiscountAmount { get; set; }
+    public decimal QuoteDiscountPercent { get; set; }
+
     public decimal DiscountAmount { get; set; }
     public decimal DiscountPercent { get; set; }
 

src/PowderCoating.Application/Services/JobItemAssemblyService.cs

@@ -27,7 +27,7 @@ public class JobItemAssemblyService : IJobItemAssemblyService
                 PowderCostOverride = source.PowderCostOverride,
                 UnitPrice = pricing.UnitPrice,
                 TotalPrice = pricing.TotalPrice,
-                LaborCost = pricing.TotalPrice * 0.4m,
+                LaborCost = pricing.LaborCost,
                 RequiresSandblasting = source.RequiresSandblasting,
                 RequiresMasking = source.RequiresMasking,
                 EstimatedMinutes = source.EstimatedMinutes,
@@ -113,7 +113,7 @@ public class JobItemAssemblyService : IJobItemAssemblyService
                 PowderCostOverride = source.PowderCostOverride,
                 UnitPrice = source.UnitPrice,
                 TotalPrice = source.TotalPrice,
-                LaborCost = source.TotalPrice * 0.4m,
+                LaborCost = source.ItemLaborCost,
                 RequiresSandblasting = source.RequiresSandblasting,
                 RequiresMasking = source.RequiresMasking,
                 EstimatedMinutes = source.EstimatedMinutes,

src/PowderCoating.Application/Services/QuotePricingAssemblyService.cs

@@ -30,23 +30,30 @@ public class QuotePricingAssemblyService : IQuotePricingAssemblyService
         ArgumentNullException.ThrowIfNull(quote);
         ArgumentNullException.ThrowIfNull(pricingResult);
 
-        quote.MaterialCosts = pricingResult.MaterialCosts;
-        quote.LaborCosts = pricingResult.LaborCosts;
-        quote.EquipmentCosts = pricingResult.EquipmentCosts;
-        quote.ItemsSubtotal = pricingResult.ItemsSubtotal;
-        quote.OvenBatchCost = pricingResult.OvenBatchCost;
-        quote.ShopSuppliesAmount = pricingResult.ShopSuppliesAmount;
-        quote.ShopSuppliesPercent = pricingResult.ShopSuppliesPercent;
-        quote.OverheadAmount = pricingResult.OverheadCosts;
-        quote.OverheadPercent = pricingResult.OverheadPercent;
-        quote.ProfitMargin = pricingResult.ProfitMargin;
-        quote.ProfitPercent = pricingResult.ProfitPercent;
-        quote.SubTotal = pricingResult.SubtotalBeforeDiscount;
-        quote.DiscountPercent = pricingResult.DiscountPercent;
-        quote.DiscountAmount = pricingResult.DiscountAmount;
-        quote.RushFee = pricingResult.RushFee;
-        quote.TaxAmount = pricingResult.TaxAmount;
-        quote.Total = pricingResult.Total;
+        quote.MaterialCosts                = pricingResult.MaterialCosts;
+        quote.LaborCosts                   = pricingResult.LaborCosts;
+        quote.EquipmentCosts               = pricingResult.EquipmentCosts;
+        quote.ItemsSubtotal                = pricingResult.ItemsSubtotal;
+        quote.OvenBatchCost                = pricingResult.OvenBatchCost;
+        quote.FacilityOverheadCost         = pricingResult.FacilityOverheadCost;
+        quote.FacilityOverheadRatePerHour  = pricingResult.FacilityOverheadRatePerHour;
+        quote.ShopSuppliesAmount           = pricingResult.ShopSuppliesAmount;
+        quote.ShopSuppliesPercent          = pricingResult.ShopSuppliesPercent;
+        quote.OverheadAmount               = pricingResult.OverheadCosts;
+        quote.OverheadPercent              = pricingResult.OverheadPercent;
+        quote.ProfitMargin                 = pricingResult.ProfitMargin;
+        quote.ProfitPercent                = pricingResult.ProfitPercent;
+        quote.SubTotal                     = pricingResult.SubtotalBeforeDiscount;
+        quote.PricingTierDiscountAmount    = pricingResult.PricingTierDiscountAmount;
+        quote.PricingTierDiscountPercent   = pricingResult.PricingTierDiscountPercent;
+        quote.QuoteDiscountAmount          = pricingResult.QuoteDiscountAmount;
+        quote.QuoteDiscountPercent         = pricingResult.QuoteDiscountPercent;
+        quote.DiscountPercent              = pricingResult.DiscountPercent;
+        quote.DiscountAmount               = pricingResult.DiscountAmount;
+        quote.SubtotalAfterDiscount        = pricingResult.SubtotalAfterDiscount;
+        quote.RushFee                      = pricingResult.RushFee;
+        quote.TaxAmount                    = pricingResult.TaxAmount;
+        quote.Total                        = pricingResult.Total;
     }
 
     public async Task<IReadOnlyList<QuoteItem>> CreateQuoteItemsAsync(

src/PowderCoating.Core/Entities/Job.cs

@@ -66,6 +66,10 @@ public class Job : BaseEntity
     // Used to detect when the quote was subsequently edited so the job details page can warn the user.
     public DateTime? QuoteSnapshotUpdatedAt { get; set; }
 
+    // Pricing snapshot — serialized QuotePricingBreakdownDto stored at save time so Details displays
+    // the breakdown that was actually calculated, not a re-run against current operating costs.
+    public string? PricingBreakdownJson { get; set; }
+
     // Rework tracking
     public bool IsReworkJob { get; set; }
     public int? OriginalJobId { get; set; }       // Set when this job was created as a rework

src/PowderCoating.Core/Entities/Quote.cs

@@ -40,26 +40,33 @@ public class Quote : BaseEntity
     public DateTime? ApprovedDate { get; set; }
     
     // Pricing — all values are snapshots captured at save time and must not be recalculated on load
-    public decimal MaterialCosts { get; set; }       // Sum of powder/material costs across all items
-    public decimal LaborCosts { get; set; }          // Sum of labor costs across all items
-    public decimal EquipmentCosts { get; set; }      // Sum of equipment costs across all items
-    public decimal ItemsSubtotal { get; set; }       // Sum of item prices before any quote-level costs
-    public decimal OvenBatchCost { get; set; }       // Oven batch charge applied at quote level
-    public decimal ShopSuppliesAmount { get; set; }  // Shop supplies dollar amount
-    public decimal ShopSuppliesPercent { get; set; } // Shop supplies percentage used
-    public decimal OverheadAmount { get; set; }      // Overhead dollar amount
-    public decimal OverheadPercent { get; set; }     // Overhead percentage used
-    public decimal ProfitMargin { get; set; }        // Profit margin dollar amount
-    public decimal ProfitPercent { get; set; }       // Profit margin percentage used
-    public decimal SubTotal { get; set; }            // SubtotalBeforeDiscount (items + oven + overhead + profit + shop supplies)
+    public decimal MaterialCosts { get; set; }              // Sum of powder/material costs across all items
+    public decimal LaborCosts { get; set; }                 // Sum of labor costs across all items
+    public decimal EquipmentCosts { get; set; }             // Sum of equipment costs across all items
+    public decimal ItemsSubtotal { get; set; }              // Sum of item prices before any quote-level costs
+    public decimal OvenBatchCost { get; set; }              // Oven batch charge applied at quote level
+    public decimal FacilityOverheadCost { get; set; }       // Rent + utilities apportioned by estimated job hours
+    public decimal FacilityOverheadRatePerHour { get; set; }// Rate used for facility overhead ($/hr)
+    public decimal ShopSuppliesAmount { get; set; }         // Shop supplies dollar amount
+    public decimal ShopSuppliesPercent { get; set; }        // Shop supplies percentage used
+    public decimal OverheadAmount { get; set; }             // Legacy overhead (now always 0; kept for migration safety)
+    public decimal OverheadPercent { get; set; }            // Legacy overhead percent
+    public decimal ProfitMargin { get; set; }               // Profit margin dollar amount (0 — baked into item prices)
+    public decimal ProfitPercent { get; set; }              // Markup % used (for display reference)
+    public decimal SubTotal { get; set; }                   // SubtotalBeforeDiscount (items + oven + facility overhead + shop supplies)
 
     // Discount Information
     public DiscountType DiscountType { get; set; } = DiscountType.None;
-    public decimal DiscountValue { get; set; } = 0; // Value entered by user (percentage or fixed amount)
-    public decimal DiscountPercent { get; set; } // Calculated: actual percentage applied
-    public decimal DiscountAmount { get; set; } // Calculated: actual dollar amount deducted
-    public string? DiscountReason { get; set; } // Why discount was applied
+    public decimal DiscountValue { get; set; } = 0;          // Value entered by user (percentage or fixed amount)
+    public decimal PricingTierDiscountAmount { get; set; }   // Discount from customer's pricing tier
+    public decimal PricingTierDiscountPercent { get; set; }  // Tier discount percentage
+    public decimal QuoteDiscountAmount { get; set; }         // Manual quote-level discount amount
+    public decimal QuoteDiscountPercent { get; set; }        // Manual quote-level discount percentage
+    public decimal DiscountPercent { get; set; }             // Combined: actual percentage applied
+    public decimal DiscountAmount { get; set; }              // Combined: actual dollar amount deducted
+    public string? DiscountReason { get; set; }              // Why discount was applied
     public bool HideDiscountFromCustomer { get; set; } = false; // Show only total on PDFs/portal
+    public decimal SubtotalAfterDiscount { get; set; }       // SubTotal minus all discounts, before rush/tax
 
     public decimal TaxPercent { get; set; }
     public decimal TaxAmount { get; set; }

src/PowderCoating.Infrastructure/Migrations/20260515162936_AddJobPricingSnapshot.cs

@@ -0,0 +1,71 @@
+using System;
+using Microsoft.EntityFrameworkCore.Migrations;
+
+#nullable disable
+
+namespace PowderCoating.Infrastructure.Migrations
+{
+    /// <inheritdoc />
+    public partial class AddJobPricingSnapshot : Migration
+    {
+        /// <inheritdoc />
+        protected override void Up(MigrationBuilder migrationBuilder)
+        {
+            migrationBuilder.AddColumn<string>(
+                name: "PricingBreakdownJson",
+                table: "Jobs",
+                type: "nvarchar(max)",
+                nullable: true);
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 1,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 15, 16, 29, 32, 589, DateTimeKind.Utc).AddTicks(4618));
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 2,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 15, 16, 29, 32, 589, DateTimeKind.Utc).AddTicks(4623));
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 3,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 15, 16, 29, 32, 589, DateTimeKind.Utc).AddTicks(4625));
+        }
+
+        /// <inheritdoc />
+        protected override void Down(MigrationBuilder migrationBuilder)
+        {
+            migrationBuilder.DropColumn(
+                name: "PricingBreakdownJson",
+                table: "Jobs");
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 1,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 15, 0, 30, 26, 273, DateTimeKind.Utc).AddTicks(2464));
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 2,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 15, 0, 30, 26, 273, DateTimeKind.Utc).AddTicks(2473));
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 3,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 15, 0, 30, 26, 273, DateTimeKind.Utc).AddTicks(2474));
+        }
+    }
+}

src/PowderCoating.Infrastructure/Migrations/20260515194344_AddQuotePricingSnapshotFields.cs

@@ -0,0 +1,138 @@
+using System;
+using Microsoft.EntityFrameworkCore.Migrations;
+
+#nullable disable
+
+namespace PowderCoating.Infrastructure.Migrations
+{
+    /// <inheritdoc />
+    public partial class AddQuotePricingSnapshotFields : Migration
+    {
+        /// <inheritdoc />
+        protected override void Up(MigrationBuilder migrationBuilder)
+        {
+            migrationBuilder.AddColumn<decimal>(
+                name: "FacilityOverheadCost",
+                table: "Quotes",
+                type: "decimal(18,2)",
+                nullable: false,
+                defaultValue: 0m);
+
+            migrationBuilder.AddColumn<decimal>(
+                name: "FacilityOverheadRatePerHour",
+                table: "Quotes",
+                type: "decimal(18,2)",
+                nullable: false,
+                defaultValue: 0m);
+
+            migrationBuilder.AddColumn<decimal>(
+                name: "PricingTierDiscountAmount",
+                table: "Quotes",
+                type: "decimal(18,2)",
+                nullable: false,
+                defaultValue: 0m);
+
+            migrationBuilder.AddColumn<decimal>(
+                name: "PricingTierDiscountPercent",
+                table: "Quotes",
+                type: "decimal(18,2)",
+                nullable: false,
+                defaultValue: 0m);
+
+            migrationBuilder.AddColumn<decimal>(
+                name: "QuoteDiscountAmount",
+                table: "Quotes",
+                type: "decimal(18,2)",
+                nullable: false,
+                defaultValue: 0m);
+
+            migrationBuilder.AddColumn<decimal>(
+                name: "QuoteDiscountPercent",
+                table: "Quotes",
+                type: "decimal(18,2)",
+                nullable: false,
+                defaultValue: 0m);
+
+            migrationBuilder.AddColumn<decimal>(
+                name: "SubtotalAfterDiscount",
+                table: "Quotes",
+                type: "decimal(18,2)",
+                nullable: false,
+                defaultValue: 0m);
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 1,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 15, 19, 43, 40, 586, DateTimeKind.Utc).AddTicks(845));
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 2,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 15, 19, 43, 40, 586, DateTimeKind.Utc).AddTicks(850));
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 3,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 15, 19, 43, 40, 586, DateTimeKind.Utc).AddTicks(852));
+        }
+
+        /// <inheritdoc />
+        protected override void Down(MigrationBuilder migrationBuilder)
+        {
+            migrationBuilder.DropColumn(
+                name: "FacilityOverheadCost",
+                table: "Quotes");
+
+            migrationBuilder.DropColumn(
+                name: "FacilityOverheadRatePerHour",
+                table: "Quotes");
+
+            migrationBuilder.DropColumn(
+                name: "PricingTierDiscountAmount",
+                table: "Quotes");
+
+            migrationBuilder.DropColumn(
+                name: "PricingTierDiscountPercent",
+                table: "Quotes");
+
+            migrationBuilder.DropColumn(
+                name: "QuoteDiscountAmount",
+                table: "Quotes");
+
+            migrationBuilder.DropColumn(
+                name: "QuoteDiscountPercent",
+                table: "Quotes");
+
+            migrationBuilder.DropColumn(
+                name: "SubtotalAfterDiscount",
+                table: "Quotes");
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 1,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 15, 16, 29, 32, 589, DateTimeKind.Utc).AddTicks(4618));
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 2,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 15, 16, 29, 32, 589, DateTimeKind.Utc).AddTicks(4623));
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 3,
+                column: "CreatedAt",
+                value: new DateTime(2026, 5, 15, 16, 29, 32, 589, DateTimeKind.Utc).AddTicks(4625));
+        }
+    }
+}

src/PowderCoating.Infrastructure/Migrations/ApplicationDbContextModelSnapshot.cs

@@ -4217,6 +4217,9 @@ namespace PowderCoating.Infrastructure.Migrations
                     b.Property<int?>("OvenCycleMinutes")
                         .HasColumnType("int");
 
+                    b.Property<string>("PricingBreakdownJson")
+                        .HasColumnType("nvarchar(max)");
+
                     b.Property<int?>("QuoteId")
                         .HasColumnType("int");
 
@@ -6711,7 +6714,7 @@ namespace PowderCoating.Infrastructure.Migrations
                         {
                             Id = 1,
                             CompanyId = 0,
-                            CreatedAt = new DateTime(2026, 5, 15, 0, 30, 26, 273, DateTimeKind.Utc).AddTicks(2464),
+                            CreatedAt = new DateTime(2026, 5, 15, 19, 43, 40, 586, DateTimeKind.Utc).AddTicks(845),
                             Description = "Standard pricing for regular customers",
                             DiscountPercent = 0m,
                             IsActive = true,
@@ -6722,7 +6725,7 @@ namespace PowderCoating.Infrastructure.Migrations
                         {
                             Id = 2,
                             CompanyId = 0,
-                            CreatedAt = new DateTime(2026, 5, 15, 0, 30, 26, 273, DateTimeKind.Utc).AddTicks(2473),
+                            CreatedAt = new DateTime(2026, 5, 15, 19, 43, 40, 586, DateTimeKind.Utc).AddTicks(850),
                             Description = "5% discount for preferred customers",
                             DiscountPercent = 5m,
                             IsActive = true,
@@ -6733,7 +6736,7 @@ namespace PowderCoating.Infrastructure.Migrations
                         {
                             Id = 3,
                             CompanyId = 0,
-                            CreatedAt = new DateTime(2026, 5, 15, 0, 30, 26, 273, DateTimeKind.Utc).AddTicks(2474),
+                            CreatedAt = new DateTime(2026, 5, 15, 19, 43, 40, 586, DateTimeKind.Utc).AddTicks(852),
                             Description = "10% discount for premium customers",
                             DiscountPercent = 10m,
                             IsActive = true,
@@ -6980,6 +6983,12 @@ namespace PowderCoating.Infrastructure.Migrations
                     b.Property<DateTime?>("ExpirationDate")
                         .HasColumnType("datetime2");
 
+                    b.Property<decimal>("FacilityOverheadCost")
+                        .HasColumnType("decimal(18,2)");
+
+                    b.Property<decimal>("FacilityOverheadRatePerHour")
+                        .HasColumnType("decimal(18,2)");
+
                     b.Property<bool>("HideDiscountFromCustomer")
                         .HasColumnType("bit");
 
@@ -7025,6 +7034,12 @@ namespace PowderCoating.Infrastructure.Migrations
                     b.Property<string>("PreparedById")
                         .HasColumnType("nvarchar(450)");
 
+                    b.Property<decimal>("PricingTierDiscountAmount")
+                        .HasColumnType("decimal(18,2)");
+
+                    b.Property<decimal>("PricingTierDiscountPercent")
+                        .HasColumnType("decimal(18,2)");
+
                     b.Property<decimal>("ProfitMargin")
                         .HasColumnType("decimal(18,2)");
 
@@ -7064,6 +7079,12 @@ namespace PowderCoating.Infrastructure.Migrations
                     b.Property<DateTime>("QuoteDate")
                         .HasColumnType("datetime2");
 
+                    b.Property<decimal>("QuoteDiscountAmount")
+                        .HasColumnType("decimal(18,2)");
+
+                    b.Property<decimal>("QuoteDiscountPercent")
+                        .HasColumnType("decimal(18,2)");
+
                     b.Property<string>("QuoteNumber")
                         .IsRequired()
                         .HasColumnType("nvarchar(450)");
@@ -7089,6 +7110,9 @@ namespace PowderCoating.Infrastructure.Migrations
                     b.Property<decimal>("SubTotal")
                         .HasColumnType("decimal(18,2)");
 
+                    b.Property<decimal>("SubtotalAfterDiscount")
+                        .HasColumnType("decimal(18,2)");
+
                     b.Property<string>("Tags")
                         .HasColumnType("nvarchar(max)");
 

src/PowderCoating.Web/Controllers/InvoicesController.cs

@@ -1,9 +1,11 @@
+using System.Text.Json;
 using AutoMapper;
 using Microsoft.AspNetCore.Authorization;
 using Microsoft.AspNetCore.Identity;
 using Microsoft.AspNetCore.Mvc;
 using PowderCoating.Application.DTOs.Common;
 using PowderCoating.Application.DTOs.Invoice;
+using PowderCoating.Application.DTOs.Quote;
 using PowderCoating.Application.Interfaces;
 using PowderCoating.Core.Entities;
 using Microsoft.AspNetCore.Mvc.Rendering;
@@ -397,11 +399,13 @@ public class InvoicesController : Controller
                     dto.InvoiceItems.Add(new CreateInvoiceItemDto
                     {
                         SourceJobItemId  = item.Id,
+                        CatalogItemId    = item.CatalogItemId,
                         Description      = item.Description ?? "Powder Coating",
                         Quantity         = item.Quantity > 0 ? item.Quantity : 1,
                         UnitPrice        = item.UnitPrice,
                         TotalPrice       = item.TotalPrice,
                         ColorName        = item.ColorName,
+                        Notes            = item.Notes,
                         DisplayOrder     = order++,
                         RevenueAccountId = revenueAccountId
                     });
@@ -437,7 +441,10 @@ public class InvoicesController : Controller
                 // because FinalPrice is recalculated on every item edit and can drift from the original quote.
                 if (sourceQuote != null)
                 {
+                    // Bundle all quote-level charges so the invoice subtotal matches the quote total.
+                    // FacilityOverheadCost is included — it is a real cost baked into the quoted price.
                     var processingFees = sourceQuote.OvenBatchCost
+                                       + sourceQuote.FacilityOverheadCost
                                        + sourceQuote.ShopSuppliesAmount
                                        + sourceQuote.RushFee;
 
@@ -460,15 +467,17 @@ public class InvoicesController : Controller
                 }
                 else if (hadJobItems)
                 {
-                    // Direct job — no source quote. Use the stored job-level fees rather than
-                    // recalculating, so the invoice always matches the total shown on the job page.
-                    // OvenBatchCost and ShopSuppliesAmount are saved by the pricing engine (with
-                    // OvenCostId) when job items are created or updated.
+                    // Direct job — no source quote. Read all charges from the pricing snapshot so the
+                    // invoice always matches the total shown on the job's Pricing Summary card.
+                    QuotePricingBreakdownDto? jobBreakdown = null;
+                    if (!string.IsNullOrEmpty(job.PricingBreakdownJson))
+                        jobBreakdown = JsonSerializer.Deserialize<QuotePricingBreakdownDto>(job.PricingBreakdownJson);
+
                     if (job.OvenBatchCost > 0.01m)
                     {
                         dto.InvoiceItems.Add(new CreateInvoiceItemDto
                         {
-                            Description = $"Oven Processing Fee",
+                            Description = "Oven Processing Fee",
                             Quantity = 1,
                             UnitPrice = Math.Round(job.OvenBatchCost, 2),
                             TotalPrice = Math.Round(job.OvenBatchCost, 2),
@@ -477,6 +486,20 @@ public class InvoicesController : Controller
                         });
                     }
 
+                    var facilityOverhead = jobBreakdown?.FacilityOverheadCost ?? 0m;
+                    if (facilityOverhead > 0.01m)
+                    {
+                        dto.InvoiceItems.Add(new CreateInvoiceItemDto
+                        {
+                            Description = "Facility Overhead",
+                            Quantity = 1,
+                            UnitPrice = Math.Round(facilityOverhead, 2),
+                            TotalPrice = Math.Round(facilityOverhead, 2),
+                            DisplayOrder = order++,
+                            RevenueAccountId = defaultRevenueAccount?.Id
+                        });
+                    }
+
                     if (job.ShopSuppliesAmount > 0.01m)
                     {
                         var suppliesDesc = job.ShopSuppliesPercent > 0
@@ -488,6 +511,20 @@ public class InvoicesController : Controller
                             Quantity = 1,
                             UnitPrice = Math.Round(job.ShopSuppliesAmount, 2),
                             TotalPrice = Math.Round(job.ShopSuppliesAmount, 2),
+                            DisplayOrder = order++,
+                            RevenueAccountId = defaultRevenueAccount?.Id
+                        });
+                    }
+
+                    var rushFee = jobBreakdown?.RushFee ?? 0m;
+                    if (rushFee > 0.01m)
+                    {
+                        dto.InvoiceItems.Add(new CreateInvoiceItemDto
+                        {
+                            Description = "Rush Fee",
+                            Quantity = 1,
+                            UnitPrice = Math.Round(rushFee, 2),
+                            TotalPrice = Math.Round(rushFee, 2),
                             DisplayOrder = order,
                             RevenueAccountId = defaultRevenueAccount?.Id
                         });

src/PowderCoating.Web/Controllers/JobsController.cs

@@ -422,72 +422,24 @@ public class JobsController : Controller
             // Populate Edit Items wizard data (inline modal on Details page)
             var wizardCosts = await _pricingService.GetOperatingCostsAsync(job.CompanyId);
             await PopulateJobItemDropDownsAsync(job.CompanyId, wizardCosts?.OvenOperatingCostPerHour ?? 45m);
-            ViewBag.WizardTaxPercent = wizardCosts?.TaxPercent ?? 0m;
+            ViewBag.WizardTaxPercent = await GetEffectiveTaxPercentAsync(job.CustomerId, wizardCosts?.TaxPercent ?? 0m);
 
-            // Internal pricing breakdown (not printed — mirrors quote details breakdown)
-            var breakdownItems = job.JobItems
-                .Where(ji => !ji.IsDeleted)
-                .Select(ji => new CreateQuoteItemDto
-                {
-                    Description      = ji.Description,
-                    Quantity         = ji.Quantity,
-                    SurfaceAreaSqFt  = ji.SurfaceAreaSqFt,
-                    EstimatedMinutes = ji.EstimatedMinutes,
-                    CatalogItemId    = ji.CatalogItemId,
-                    IsGenericItem    = ji.IsGenericItem || (!ji.CatalogItemId.HasValue && !ji.Coats.Any() && !ji.IsSalesItem),
-                    IsLaborItem      = ji.IsLaborItem,
-                    IsSalesItem      = ji.IsSalesItem,
-                    ManualUnitPrice  = ji.ManualUnitPrice ?? ((ji.IsGenericItem || ji.IsSalesItem) ? ji.UnitPrice : (decimal?)null),
-                    PowderCostOverride = ji.PowderCostOverride,
-                    IncludePrepCost  = ji.IncludePrepCost,
-                    Complexity       = ji.Complexity,
-                    Coats            = ji.Coats.OrderBy(c => c.Sequence).Select(c => new CreateQuoteItemCoatDto
-                    {
-                        CoverageSqFtPerLb  = c.CoverageSqFtPerLb,
-                        TransferEfficiency = c.TransferEfficiency,
-                        PowderCostPerLb    = c.PowderCostPerLb,
-                        PowderToOrder      = c.PowderToOrder
-                    }).ToList(),
-                    PrepServices = ji.PrepServices.Select(ps => new CreateQuoteItemPrepServiceDto
-                    {
-                        PrepServiceId    = ps.PrepServiceId,
-                        EstimatedMinutes = ps.EstimatedMinutes
-                    }).ToList()
-                }).ToList();
-
-            if (breakdownItems.Any())
+            // Display the pricing snapshot stored when items were last saved.
+            // Never recalculate on load — operating cost changes must not retroactively alter existing jobs.
+            if (!string.IsNullOrEmpty(job.PricingBreakdownJson))
             {
-                var pr = await _pricingService.CalculateQuoteTotalsAsync(
-                    breakdownItems, job.CompanyId, job.CustomerId,
-                    wizardCosts?.TaxPercent ?? 0m,
-                    job.DiscountType.ToString(), job.DiscountValue, job.IsRushJob,
-                    job.OvenCostId, job.OvenBatches, job.OvenCycleMinutes);
-
+                ViewBag.JobPricingBreakdown = JsonSerializer.Deserialize<QuotePricingBreakdownDto>(job.PricingBreakdownJson);
+            }
+            else if (job.FinalPrice > 0)
+            {
+                // Legacy job created before snapshot was introduced — show what we have stored
                 ViewBag.JobPricingBreakdown = new QuotePricingBreakdownDto
                 {
-                    MaterialCosts          = pr.MaterialCosts,
-                    LaborCosts             = pr.LaborCosts,
-                    EquipmentCosts         = pr.EquipmentCosts,
-                    ItemsSubtotal          = pr.ItemsSubtotal,
-                    OvenBatchCost          = pr.OvenBatchCost,
-                    OvenBatches            = pr.OvenBatches,
-                    OvenCycleMinutes       = pr.OvenCycleMinutes > 0 ? pr.OvenCycleMinutes : (wizardCosts?.DefaultOvenCycleMinutes ?? 0),
-                    FacilityOverheadCost   = pr.FacilityOverheadCost,
-                    FacilityOverheadRatePerHour = pr.FacilityOverheadRatePerHour,
-                    ShopSuppliesAmount     = pr.ShopSuppliesAmount,
-                    ShopSuppliesPercent    = pr.ShopSuppliesPercent,
-                    OverheadCosts          = pr.OverheadCosts,
-                    OverheadPercent        = pr.OverheadPercent,
-                    ProfitMargin           = pr.ProfitMargin,
-                    ProfitPercent          = pr.ProfitPercent,
-                    SubtotalBeforeDiscount = pr.SubtotalBeforeDiscount,
-                    DiscountAmount         = pr.DiscountAmount,
-                    DiscountPercent        = pr.DiscountPercent,
-                    SubtotalAfterDiscount  = pr.SubtotalAfterDiscount,
-                    RushFee                = pr.RushFee,
-                    TaxAmount              = pr.TaxAmount,
-                    TaxPercent             = pr.TaxPercent,
-                    Total                  = pr.Total
+                    OvenBatchCost       = job.OvenBatchCost,
+                    OvenBatches         = job.OvenBatches,
+                    ShopSuppliesAmount  = job.ShopSuppliesAmount,
+                    ShopSuppliesPercent = job.ShopSuppliesPercent,
+                    Total               = job.FinalPrice
                 };
             }
             ViewBag.ComplexitySimplePercent   = wizardCosts?.ComplexitySimplePercent   ?? 0m;
@@ -1169,15 +1121,23 @@ public class JobsController : Controller
 
                 // Recalculate total from wizard items
                 var createCosts = await _pricingService.GetOperatingCostsAsync(companyId);
+                decimal? createOvenRate = null;
+                if (dto.OvenCostId.HasValue)
+                {
+                    var createOven = await _unitOfWork.OvenCosts.GetByIdAsync(dto.OvenCostId.Value);
+                    if (createOven != null && createOven.CompanyId == companyId)
+                        createOvenRate = createOven.CostPerHour;
+                }
                 var totals = await _pricingService.CalculateQuoteTotalsAsync(
                     dto.JobItems, companyId, dto.CustomerId,
-                    createCosts?.TaxPercent ?? 0m,
-                    dto.DiscountType, dto.DiscountValue, dto.IsRushJob, job.OvenCostId, job.OvenBatches, job.OvenCycleMinutes);
+                    await GetEffectiveTaxPercentAsync(dto.CustomerId, createCosts?.TaxPercent ?? 0m),
+                    dto.DiscountType, dto.DiscountValue, dto.IsRushJob, createOvenRate, job.OvenBatches, job.OvenCycleMinutes);
 
                 job.FinalPrice             = totals.Total;
                 job.OvenBatchCost          = totals.OvenBatchCost;
                 job.ShopSuppliesAmount     = totals.ShopSuppliesAmount;
                 job.ShopSuppliesPercent    = totals.ShopSuppliesPercent;
+                job.PricingBreakdownJson   = JsonSerializer.Serialize(BuildPricingSnapshotDto(totals));
                 job.UpdatedAt  = DateTime.UtcNow;
                 await _unitOfWork.Jobs.UpdateAsync(job);
                 await _unitOfWork.SaveChangesAsync();
@@ -1629,14 +1589,22 @@ public class JobsController : Controller
             if (dto.JobItems.Any())
             {
                 var editCosts = await _pricingService.GetOperatingCostsAsync(companyId);
+                decimal? editOvenRate = null;
+                if (job.OvenCostId.HasValue)
+                {
+                    var editOven = await _unitOfWork.OvenCosts.GetByIdAsync(job.OvenCostId.Value);
+                    if (editOven != null && editOven.CompanyId == companyId)
+                        editOvenRate = editOven.CostPerHour;
+                }
                 var totals = await _pricingService.CalculateQuoteTotalsAsync(
                     dto.JobItems, companyId, dto.CustomerId,
-                    editCosts?.TaxPercent ?? 0m,
-                    dto.DiscountType, dto.DiscountValue, dto.IsRushJob, job.OvenCostId, job.OvenBatches, job.OvenCycleMinutes);
-                job.FinalPrice          = totals.Total;
-                job.OvenBatchCost       = totals.OvenBatchCost;
-                job.ShopSuppliesAmount  = totals.ShopSuppliesAmount;
-                job.ShopSuppliesPercent = totals.ShopSuppliesPercent;
+                    await GetEffectiveTaxPercentAsync(dto.CustomerId, editCosts?.TaxPercent ?? 0m),
+                    dto.DiscountType, dto.DiscountValue, dto.IsRushJob, editOvenRate, job.OvenBatches, job.OvenCycleMinutes);
+                job.FinalPrice             = totals.Total;
+                job.OvenBatchCost          = totals.OvenBatchCost;
+                job.ShopSuppliesAmount     = totals.ShopSuppliesAmount;
+                job.ShopSuppliesPercent    = totals.ShopSuppliesPercent;
+                job.PricingBreakdownJson   = JsonSerializer.Serialize(BuildPricingSnapshotDto(totals));
             }
 
             // Save change history records
@@ -2962,7 +2930,7 @@ public class JobsController : Controller
             JobId            = job.Id,
             JobNumber        = job.JobNumber,
             CustomerId       = job.CustomerId,
-            TaxPercent       = costs?.TaxPercent ?? 0m,
+            TaxPercent       = await GetEffectiveTaxPercentAsync(job.CustomerId, costs?.TaxPercent ?? 0m),
             OvenCostId       = job.OvenCostId,
             OvenBatches      = job.OvenBatches > 0 ? job.OvenBatches : 1,
             OvenCycleMinutes = job.OvenCycleMinutes,
@@ -2999,7 +2967,7 @@ public class JobsController : Controller
         {
             ModelState.AddModelError("", "Please add at least one job item.");
             var costs = await _pricingService.GetOperatingCostsAsync(currentUser.CompanyId);
-            model.TaxPercent = costs?.TaxPercent ?? 0m;
+            model.TaxPercent = await GetEffectiveTaxPercentAsync(job.CustomerId, costs?.TaxPercent ?? 0m);
             await PopulateJobItemDropDownsAsync(currentUser.CompanyId, costs?.OvenOperatingCostPerHour ?? 45m);
             ViewBag.ComplexitySimplePercent   = costs?.ComplexitySimplePercent   ?? 0m;
             ViewBag.ComplexityModeratePercent = costs?.ComplexityModeratePercent ?? 5m;
@@ -3044,15 +3012,26 @@ public class JobsController : Controller
                 }
             }
 
-            // Calculate full total (overhead, margins, tax) to match what the wizard displays
+            // Calculate full total (overhead, margins, tax) matching what Details shows
+            decimal? ovenRateOverride = null;
+            if (job.OvenCostId.HasValue)
+            {
+                var oven = await _unitOfWork.OvenCosts.GetByIdAsync(job.OvenCostId.Value);
+                if (oven != null && oven.CompanyId == currentUser.CompanyId)
+                    ovenRateOverride = oven.CostPerHour;
+            }
+            var updateCosts = await _pricingService.GetOperatingCostsAsync(currentUser.CompanyId);
             var totals = await _pricingService.CalculateQuoteTotalsAsync(
                 model.JobItems, currentUser.CompanyId, job.CustomerId,
-                model.TaxPercent, "None", 0, false, job.OvenCostId, job.OvenBatches, job.OvenCycleMinutes);
+                await GetEffectiveTaxPercentAsync(job.CustomerId, updateCosts?.TaxPercent ?? 0m),
+                job.DiscountType.ToString(), job.DiscountValue, job.IsRushJob,
+                ovenRateOverride, job.OvenBatches, job.OvenCycleMinutes);
 
-            job.FinalPrice          = totals.Total;
-            job.OvenBatchCost       = totals.OvenBatchCost;
-            job.ShopSuppliesAmount  = totals.ShopSuppliesAmount;
-            job.ShopSuppliesPercent = totals.ShopSuppliesPercent;
+            job.FinalPrice             = totals.Total;
+            job.OvenBatchCost          = totals.OvenBatchCost;
+            job.ShopSuppliesAmount     = totals.ShopSuppliesAmount;
+            job.ShopSuppliesPercent    = totals.ShopSuppliesPercent;
+            job.PricingBreakdownJson   = JsonSerializer.Serialize(BuildPricingSnapshotDto(totals));
             job.UpdatedAt  = DateTime.UtcNow;
             job.UpdatedBy  = currentUser.UserName;
             await _unitOfWork.Jobs.UpdateAsync(job);
@@ -3066,7 +3045,7 @@ public class JobsController : Controller
             _logger.LogError(ex, "Error updating items for job {JobId}", job.Id);
             TempData["Error"] = "An error occurred while saving job items.";
             var costs = await _pricingService.GetOperatingCostsAsync(currentUser.CompanyId);
-            model.TaxPercent = costs?.TaxPercent ?? 0m;
+            model.TaxPercent = await GetEffectiveTaxPercentAsync(job.CustomerId, costs?.TaxPercent ?? 0m);
             await PopulateJobItemDropDownsAsync(currentUser.CompanyId, costs?.OvenOperatingCostPerHour ?? 45m);
             return View("EditItems", model);
         }
@@ -3108,31 +3087,47 @@ public class JobsController : Controller
             CatalogItemId    = ji.CatalogItemId,
             IsGenericItem    = ji.IsGenericItem,
             IsLaborItem      = ji.IsLaborItem,
+            IsSalesItem      = ji.IsSalesItem,
             IsAiItem         = ji.IsAiItem,
-            ManualUnitPrice  = ji.ManualUnitPrice,
-            Coats            = ji.Coats.Select(c => new CreateQuoteItemCoatDto
+            ManualUnitPrice  = ji.ManualUnitPrice ?? ((ji.IsGenericItem || ji.IsSalesItem) ? ji.UnitPrice : (decimal?)null),
+            IncludePrepCost  = ji.IncludePrepCost,
+            Coats            = ji.Coats.OrderBy(c => c.Sequence).Select(c => new CreateQuoteItemCoatDto
             {
+                InventoryItemId    = c.InventoryItemId,
                 CoverageSqFtPerLb  = c.CoverageSqFtPerLb,
                 TransferEfficiency = c.TransferEfficiency,
                 PowderCostPerLb    = c.PowderCostPerLb
             }).ToList()
         }).ToList();
 
+        var costs = await _pricingService.GetOperatingCostsAsync(currentUser.CompanyId);
         if (remainingDtos.Any())
         {
-            var costs = await _pricingService.GetOperatingCostsAsync(currentUser.CompanyId);
+            decimal? deleteOvenRate = null;
+            if (job.OvenCostId.HasValue)
+            {
+                var deleteOven = await _unitOfWork.OvenCosts.GetByIdAsync(job.OvenCostId.Value);
+                if (deleteOven != null && deleteOven.CompanyId == currentUser.CompanyId)
+                    deleteOvenRate = deleteOven.CostPerHour;
+            }
             var totals = await _pricingService.CalculateQuoteTotalsAsync(
                 remainingDtos, currentUser.CompanyId, job.CustomerId,
-                costs?.TaxPercent ?? 0m, "None", 0, false, null, 1, null);
-            job.FinalPrice          = totals.Total;
-            job.ShopSuppliesAmount  = totals.ShopSuppliesAmount;
-            job.ShopSuppliesPercent = totals.ShopSuppliesPercent;
+                await GetEffectiveTaxPercentAsync(job.CustomerId, costs?.TaxPercent ?? 0m),
+                job.DiscountType.ToString(), job.DiscountValue, job.IsRushJob,
+                deleteOvenRate, job.OvenBatches, job.OvenCycleMinutes);
+            job.FinalPrice             = totals.Total;
+            job.OvenBatchCost          = totals.OvenBatchCost;
+            job.ShopSuppliesAmount     = totals.ShopSuppliesAmount;
+            job.ShopSuppliesPercent    = totals.ShopSuppliesPercent;
+            job.PricingBreakdownJson   = JsonSerializer.Serialize(BuildPricingSnapshotDto(totals));
         }
         else
         {
-            job.FinalPrice          = 0;
-            job.ShopSuppliesAmount  = 0;
-            job.ShopSuppliesPercent = 0;
+            job.FinalPrice             = 0;
+            job.OvenBatchCost          = 0;
+            job.ShopSuppliesAmount     = 0;
+            job.ShopSuppliesPercent    = 0;
+            job.PricingBreakdownJson   = null;
         }
 
         job.UpdatedAt = DateTime.UtcNow;
@@ -3242,6 +3237,57 @@ public class JobsController : Controller
         return $"{string.Join(" > ", path)} > {item.Name}{sku} - {item.DefaultPrice:C}";
     }
 
+    /// <summary>
+    /// Converts a <see cref="QuotePricingResult"/> into the DTO used for both display and JSON snapshot storage.
+    /// All save paths (Create, Edit, UpdateItems, DeleteJobItem) call this so the snapshot is always consistent.
+    /// </summary>
+    /// <summary>
+    /// Returns the effective tax rate for a job, respecting customer tax-exempt status.
+    /// Always call this instead of using costs.TaxPercent directly so tax-exempt customers
+    /// are never charged tax when a job is saved or recalculated.
+    /// </summary>
+    private async Task<decimal> GetEffectiveTaxPercentAsync(int? customerId, decimal companyDefaultRate)
+    {
+        if (customerId is > 0)
+        {
+            var customer = await _unitOfWork.Customers.GetByIdAsync(customerId.Value);
+            if (customer?.IsTaxExempt == true) return 0m;
+        }
+        return companyDefaultRate;
+    }
+
+    private static QuotePricingBreakdownDto BuildPricingSnapshotDto(QuotePricingResult pr) =>
+        new QuotePricingBreakdownDto
+        {
+            MaterialCosts               = pr.MaterialCosts,
+            LaborCosts                  = pr.LaborCosts,
+            EquipmentCosts              = pr.EquipmentCosts,
+            ItemsSubtotal               = pr.ItemsSubtotal,
+            OvenBatchCost               = pr.OvenBatchCost,
+            OvenBatches                 = pr.OvenBatches,
+            OvenCycleMinutes            = pr.OvenCycleMinutes,
+            FacilityOverheadCost        = pr.FacilityOverheadCost,
+            FacilityOverheadRatePerHour = pr.FacilityOverheadRatePerHour,
+            ShopSuppliesAmount          = pr.ShopSuppliesAmount,
+            ShopSuppliesPercent         = pr.ShopSuppliesPercent,
+            OverheadCosts               = pr.OverheadCosts,
+            OverheadPercent             = pr.OverheadPercent,
+            ProfitMargin                = pr.ProfitMargin,
+            ProfitPercent               = pr.ProfitPercent,
+            SubtotalBeforeDiscount      = pr.SubtotalBeforeDiscount,
+            PricingTierDiscountAmount   = pr.PricingTierDiscountAmount,
+            PricingTierDiscountPercent  = pr.PricingTierDiscountPercent,
+            QuoteDiscountAmount         = pr.QuoteDiscountAmount,
+            QuoteDiscountPercent        = pr.QuoteDiscountPercent,
+            DiscountAmount              = pr.DiscountAmount,
+            DiscountPercent             = pr.DiscountPercent,
+            SubtotalAfterDiscount       = pr.SubtotalAfterDiscount,
+            RushFee                     = pr.RushFee,
+            TaxAmount                   = pr.TaxAmount,
+            TaxPercent                  = pr.TaxPercent,
+            Total                       = pr.Total
+        };
+
     #endregion
 
     #region Item Pricing (AJAX)

src/PowderCoating.Web/Controllers/QuotesController.cs

@@ -1,4 +1,5 @@
-using AutoMapper;
+using System.Text.Json;
+using AutoMapper;
 using Microsoft.Extensions.Configuration;
 using PowderCoating.Shared.Constants;
 using Microsoft.AspNetCore.Authorization;
@@ -2847,8 +2848,39 @@ public class QuotesController : Controller
             JobPriorityId = selectedPriority?.Id ?? 1,
             QuotedPrice             = quote.Total,
             FinalPrice              = quote.Total,
+            OvenBatchCost           = quote.OvenBatchCost,
             ShopSuppliesAmount      = quote.ShopSuppliesAmount,
             ShopSuppliesPercent     = quote.ShopSuppliesPercent,
+            PricingBreakdownJson    = JsonSerializer.Serialize(new QuotePricingBreakdownDto
+            {
+                MaterialCosts               = quote.MaterialCosts,
+                LaborCosts                  = quote.LaborCosts,
+                EquipmentCosts              = quote.EquipmentCosts,
+                ItemsSubtotal               = quote.ItemsSubtotal,
+                OvenBatchCost               = quote.OvenBatchCost,
+                OvenBatches                 = quote.OvenBatches,
+                OvenCycleMinutes            = quote.OvenCycleMinutes ?? 0,
+                FacilityOverheadCost        = quote.FacilityOverheadCost,
+                FacilityOverheadRatePerHour = quote.FacilityOverheadRatePerHour,
+                ShopSuppliesAmount          = quote.ShopSuppliesAmount,
+                ShopSuppliesPercent         = quote.ShopSuppliesPercent,
+                OverheadCosts               = quote.OverheadAmount,
+                OverheadPercent             = quote.OverheadPercent,
+                ProfitMargin                = quote.ProfitMargin,
+                ProfitPercent               = quote.ProfitPercent,
+                SubtotalBeforeDiscount      = quote.SubTotal,
+                PricingTierDiscountAmount   = quote.PricingTierDiscountAmount,
+                PricingTierDiscountPercent  = quote.PricingTierDiscountPercent,
+                QuoteDiscountAmount         = quote.QuoteDiscountAmount,
+                QuoteDiscountPercent        = quote.QuoteDiscountPercent,
+                DiscountAmount              = quote.DiscountAmount,
+                DiscountPercent             = quote.DiscountPercent,
+                SubtotalAfterDiscount       = quote.SubtotalAfterDiscount,
+                RushFee                     = quote.RushFee,
+                TaxAmount                   = quote.TaxAmount,
+                TaxPercent                  = quote.TaxPercent,
+                Total                       = quote.Total
+            }),
             CustomerPO              = quote.CustomerPO,
             InternalNotes           = quote.Notes,  // Copy internal notes from quote
             IsCustomerApproved      = true,

src/PowderCoating.Web/Views/Jobs/Details.cshtml

@@ -321,7 +321,7 @@
 
                     <div class="card-body">
 
-                        @* ── Catalog Products ── *@
+                        @* -- Catalog Products -- *@
                         @if (catalogItems.Any())
                         {
                             <h6 class="text-primary mb-3"><i class="bi bi-bag-check me-2"></i>Catalog Products</h6>
@@ -414,7 +414,7 @@
                             </div>
                         }
 
-                        @* ── Custom Work ── *@
+                        @* -- Custom Work -- *@
                         @if (customItems.Any())
                         {
                             <h6 class="text-success mb-3"><i class="bi bi-calculator me-2"></i>Custom Work</h6>
@@ -565,7 +565,7 @@
                             </div>
                         }
 
-                        @* ── Labor ── *@
+                        @* -- Labor -- *@
                         @if (laborItems.Any())
                         {
                             <h6 class="text-warning mb-3"><i class="bi bi-person-gear me-2"></i>Labor</h6>
@@ -616,7 +616,7 @@
                             </div>
                         }
 
-                        @* ── Mobile cards ── *@
+                        @* -- Mobile cards -- *@
                         <div class="d-lg-none mt-2">
                             @foreach (var item in Model.Items)
                             {
@@ -1310,7 +1310,7 @@
                                 <a asp-action="Intake" asp-route-id="@Model.Id"
                                    class="btn @(Model.IntakeDate.HasValue ? "btn-outline-secondary" : "btn-outline-info")"
                                    title="@(Model.IntakeDate.HasValue ? "Update part intake record" : "Check in parts for this job")">
-                                    <i class="bi bi-box-seam me-2"></i>@(Model.IntakeDate.HasValue ? "Intake &#10003;" : "Intake")
+                                    <i class="bi bi-box-seam me-2"></i>@Html.Raw(Model.IntakeDate.HasValue ? "Intake &#10003;" : "Intake")
                                 </a>
                             }
                             @{
@@ -2332,7 +2332,7 @@
     <script src="~/js/job-photos.js" asp-append-version="true"></script>
     <script src="~/js/customer-change.js" asp-append-version="true"></script>
     <script>
-        // ── Inline date editing ──────────────────────────────────────────────
+        // -- Inline date editing ----------------------------------------------
         const jobId = @Model.Id;
         const antiForgeryToken = () => document.querySelector('input[name="__RequestVerificationToken"]')?.value ?? '';
 
@@ -2433,7 +2433,7 @@
             jobPhotoModule.init(@Model.Id, @Html.Raw(ViewBag.PhotoTagSuggestions ?? "[]"));
 
 
-            // ── Auto-submit after wizard saves an item ────────────────────────
+            // -- Auto-submit after wizard saves an item ------------------------
             let itemsModified = false;
 
             // Wrap wizardSave to set a flag before the modal hides
@@ -2451,7 +2451,7 @@
                     }
                 });
 
-            // ── Delete confirmation modal ─────────────────────────────────────
+            // -- Delete confirmation modal -------------------------------------
             let pendingDeleteItemId = -1;
             const deleteModal = new bootstrap.Modal(document.getElementById('deleteConfirmModal'));
             const deleteItemToken = document.querySelector('input[name="__RequestVerificationToken"]').value;
@@ -2489,7 +2489,7 @@
         });
     </script>
 
-    <!-- ── Rework / Warranty ────────────────────────────────────────────── -->
+    <!-- -- Rework / Warranty ---------------------------------------------- -->
     <script>
     const rework = (() => {
         const jid = @Model.Id;
@@ -2645,7 +2645,7 @@
     })();
     </script>
 
-    <!-- ── Job Costing ──────────────────────────────────────────────────── -->
+    <!-- -- Job Costing ---------------------------------------------------- -->
     <script>
     const costing = (() => {
         const jid = @Model.Id;
@@ -2754,7 +2754,7 @@
     })();
     </script>
 
-    <!-- ── Time Tracking ─────────────────────────────────────────────────── -->
+    <!-- -- Time Tracking --------------------------------------------------- -->
     <script>
     const timeTracking = (() => {
         const jid = @Model.Id;
@@ -2762,7 +2762,7 @@
         const modal = new bootstrap.Modal(document.getElementById('timeEntryModal'));
         let entries = [];
 
-        // ── Load ──────────────────────────────────────────────────────────
+        // -- Load ----------------------------------------------------------
         async function load() {
             const r = await fetch(`/Jobs/GetTimeEntries?jobId=${jid}`);
             entries = await r.json();
@@ -2810,7 +2810,7 @@
             document.getElementById('timeEntriesTotalHours').textContent = total > 0 ? total.toFixed(2) : '—';
         }
 
-        // ── Modal helpers ─────────────────────────────────────────────────
+        // -- Modal helpers -------------------------------------------------
         function openAdd() {
             document.getElementById('timeEntryModalTitle').textContent = 'Log Time';
             document.getElementById('teEntryId').value = '0';
@@ -2917,7 +2917,7 @@
         }
     });
 
-    // ── Deposits ─────────────────────────────────────────────────────────────
+    // -- Deposits -------------------------------------------------------------
     // Note: antiForgeryToken() is already defined above in this script block
     document.getElementById('addDepositForm')?.addEventListener('submit', async function(e) {
         e.preventDefault();
@@ -2973,7 +2973,7 @@
         }
     }
 
-    // ── Collapsible sections ──────────────────────────────────────────────────
+    // -- Collapsible sections --------------------------------------------------
     (function () {
         const storageKey = 'jobDetailCollapse_@Model.Id';
         const sections = ['collapseTimeTracking', 'collapsePartIntake', 'collapsePhotos', 'collapseDeposits', 'collapseMaterials'];
@@ -3012,7 +3012,7 @@
         });
     })();
 
-    // ── Part Intake Modal ─────────────────────────────────────────────────────
+    // -- Part Intake Modal --------------------------------------------------
     (function () {
         const expectedCount = @intakeExpectedCount;
         const partCountInput = document.getElementById('intakePartCount');

src/PowderCoating.Web/Views/Quotes/Create.cshtml

@@ -604,6 +604,8 @@
             if (taxField) {
                 taxField.value = exemptIds.has(customerId) ? 0 : (meta.companyTaxPercent ?? meta.taxPercent);
             }
+            // Recalculate the live preview so it reflects the updated tax rate immediately
+            if (typeof scheduleAutoPricing === 'function') scheduleAutoPricing();
 
             const noEmail = customerId > 0 && noEmailIds.has(customerId);
             const emailSection = document.getElementById('emailNotifySection');

src/PowderCoating.Web/wwwroot/js/item-wizard.js

@@ -2904,7 +2904,8 @@ async function runAutoPricing() {
     try {
         // Collect current form meta
         const customerId   = parseInt(document.querySelector('[name="CustomerId"]')?.value) || null;
-        const taxPercent   = parseFloat(document.querySelector('[name="TaxPercent"]')?.value) || pageMeta.taxPercent || 0;
+        const _taxField    = document.querySelector('[name="TaxPercent"]');
+        const taxPercent   = _taxField ? parseFloat(_taxField.value) : (pageMeta.taxPercent ?? 0);
         const discountType = document.getElementById('discountTypeSelect')?.value || 'None';
         const discountVal  = parseFloat(document.getElementById('discountValueInput')?.value) || 0;
         const isRushJob        = document.getElementById('IsRushJob')?.checked || false;

tests/PowderCoating.UnitTests/JobItemAssemblyServiceTests.cs

@@ -59,7 +59,8 @@ public class JobItemAssemblyServiceTests
         var pricing = new QuoteItemPricingResult
         {
             UnitPrice = 29.99m,
-            TotalPrice = 59.98m
+            TotalPrice = 59.98m,
+            LaborCost = 23.992m    // explicitly from pricing engine, not a 0.4× multiplier
         };
 
         var jobItem = _service.CreateJobItem(source, jobId: 10, companyId: 3, pricing: pricing, createdAtUtc: CreatedAtUtc);

tests/PowderCoating.UnitTests/PricingStageFlowTests.cs

@@ -0,0 +1,576 @@
+using System.Security.Claims;
+using System.Text.Json;
+using Microsoft.AspNetCore.Hosting;
+using Microsoft.AspNetCore.Http;
+using Microsoft.AspNetCore.Identity;
+using Microsoft.AspNetCore.Mvc;
+using Microsoft.AspNetCore.SignalR;
+using Microsoft.EntityFrameworkCore;
+using Microsoft.EntityFrameworkCore.Diagnostics;
+using Microsoft.Extensions.Logging;
+using Moq;
+using PowderCoating.Application.DTOs.Invoice;
+using PowderCoating.Application.DTOs.Quote;
+using PowderCoating.Application.Interfaces;
+using PowderCoating.Application.Services;
+using PowderCoating.Core.Entities;
+using PowderCoating.Core.Enums;
+using PowderCoating.Core.Interfaces;
+using PowderCoating.Infrastructure.Data;
+using PowderCoating.Infrastructure.Repositories;
+using PowderCoating.Web.Controllers;
+
+namespace PowderCoating.UnitTests;
+
+/// <summary>
+/// Verifies that quantities, prices, overrides, and charges move correctly through all three
+/// pricing stages: Quote → Job → Invoice. Each test targets one transition or cross-cutting concern.
+/// </summary>
+public class PricingStageFlowTests
+{
+    // ─── Stage 1: QuotePricingAssemblyService.ApplyPricingSnapshot ───────────────
+
+    [Fact]
+    public void ApplyPricingSnapshot_StoresAllNewBreakdownFields()
+    {
+        // FacilityOverheadCost, FacilityOverheadRatePerHour, PricingTierDiscount, QuoteDiscount,
+        // and SubtotalAfterDiscount were added in a recent migration. Verify they are all stored.
+        var service = CreateAssemblyService(CreateContext());
+        var quote = new Quote();
+        var pricing = new QuotePricingResult
+        {
+            FacilityOverheadCost        = 12.50m,
+            FacilityOverheadRatePerHour = 25m,
+            PricingTierDiscountAmount   = 5m,
+            PricingTierDiscountPercent  = 2m,
+            QuoteDiscountAmount         = 10m,
+            QuoteDiscountPercent        = 4m,
+            DiscountAmount              = 15m,
+            DiscountPercent             = 6m,
+            SubtotalAfterDiscount       = 235m,
+            RushFee                     = 20m,
+            TaxAmount                   = 23.5m,
+            Total                       = 278.50m,
+            SubtotalBeforeDiscount      = 250m,
+            ItemsSubtotal               = 200m,
+            OvenBatchCost               = 18m,
+            ShopSuppliesAmount          = 8m,
+            ShopSuppliesPercent         = 4m
+        };
+
+        service.ApplyPricingSnapshot(quote, pricing);
+
+        Assert.Equal(12.50m,  quote.FacilityOverheadCost,        precision: 2);
+        Assert.Equal(25m,     quote.FacilityOverheadRatePerHour, precision: 2);
+        Assert.Equal(5m,      quote.PricingTierDiscountAmount,    precision: 2);
+        Assert.Equal(2m,      quote.PricingTierDiscountPercent,   precision: 2);
+        Assert.Equal(10m,     quote.QuoteDiscountAmount,          precision: 2);
+        Assert.Equal(4m,      quote.QuoteDiscountPercent,         precision: 2);
+        Assert.Equal(15m,     quote.DiscountAmount,               precision: 2);
+        Assert.Equal(6m,      quote.DiscountPercent,              precision: 2);
+        Assert.Equal(235m,    quote.SubtotalAfterDiscount,        precision: 2);
+        Assert.Equal(20m,     quote.RushFee,                      precision: 2);
+        Assert.Equal(23.5m,   quote.TaxAmount,                    precision: 2);
+        Assert.Equal(278.50m, quote.Total,                        precision: 2);
+    }
+
+    // ─── Stage 2: Quote → Job (QuotesController.UpdateQuoteStatus) ────────────────
+
+    [Fact]
+    public async Task QuoteToJob_PricingSnapshotCarriesAllCharges()
+    {
+        // Verifies that OvenBatchCost, FacilityOverheadCost, ShopSuppliesAmount, RushFee,
+        // and all discount fields from the approved quote land in Job.PricingBreakdownJson.
+        await using var context = CreateContext();
+        SeedQuoteWithFullPricing(context);
+        await context.SaveChangesAsync();
+
+        var controller = CreateQuotesController(context);
+
+        var approvedStatusId = context.QuoteStatusLookups.Single(s => s.StatusCode == "APPROVED").Id;
+        var result = await controller.UpdateQuoteStatus(new UpdateQuoteStatusRequest
+        {
+            QuoteId = 1,
+            StatusId = approvedStatusId
+        });
+
+        Assert.IsType<JsonResult>(result);
+
+        var job = await context.Jobs.SingleAsync();
+        Assert.NotNull(job.PricingBreakdownJson);
+
+        var breakdown = JsonSerializer.Deserialize<QuotePricingBreakdownDto>(job.PricingBreakdownJson!);
+        Assert.NotNull(breakdown);
+
+        Assert.Equal(150m,  breakdown.ItemsSubtotal,          precision: 2);
+        Assert.Equal(18m,   breakdown.OvenBatchCost,          precision: 2);
+        Assert.Equal(12m,   breakdown.FacilityOverheadCost,   precision: 2);
+        Assert.Equal(6m,    breakdown.ShopSuppliesAmount,      precision: 2);
+        Assert.Equal(25m,   breakdown.RushFee,                 precision: 2);
+        Assert.Equal(15m,   breakdown.DiscountAmount,          precision: 2);
+        Assert.Equal(211m,  breakdown.Total,                   precision: 2);
+    }
+
+    [Fact]
+    public async Task QuoteToJob_ItemPricesAndOverridesTransfer()
+    {
+        // Verifies that UnitPrice, TotalPrice, ManualUnitPrice, PowderCostOverride,
+        // CatalogItemId, and Notes all survive the quote→job item conversion.
+        await using var context = CreateContext();
+        SeedQuoteWithFullPricing(context);
+        await context.SaveChangesAsync();
+
+        var controller = CreateQuotesController(context);
+        var approvedStatusId = context.QuoteStatusLookups.Single(s => s.StatusCode == "APPROVED").Id;
+        await controller.UpdateQuoteStatus(new UpdateQuoteStatusRequest { QuoteId = 1, StatusId = approvedStatusId });
+
+        var jobItem = await context.JobItems.SingleAsync();
+        Assert.Equal(75m,    jobItem.UnitPrice,         precision: 2);
+        Assert.Equal(150m,   jobItem.TotalPrice,        precision: 2);
+        Assert.Equal(69m,    jobItem.ManualUnitPrice);
+        Assert.Equal(8.50m,  jobItem.PowderCostOverride);
+        Assert.Equal(99,     jobItem.CatalogItemId);
+        Assert.Equal("Handle carefully — thin walls", jobItem.Notes);
+    }
+
+    [Fact]
+    public async Task QuoteToJob_CoatInventoryIdAndPowderToOrderTransfer()
+    {
+        // InventoryItemId on coats gates the powder charging logic in PricingCalculationService.
+        // PowderToOrder is the purchase quantity — both must survive quote→job conversion.
+        await using var context = CreateContext();
+        SeedQuoteWithFullPricing(context);
+        await context.SaveChangesAsync();
+
+        var controller = CreateQuotesController(context);
+        var approvedStatusId = context.QuoteStatusLookups.Single(s => s.StatusCode == "APPROVED").Id;
+        await controller.UpdateQuoteStatus(new UpdateQuoteStatusRequest { QuoteId = 1, StatusId = approvedStatusId });
+
+        var coat = await context.JobItemCoats.SingleAsync();
+        Assert.Equal(50,    coat.InventoryItemId);
+        Assert.Equal(2.0m,  coat.PowderToOrder);
+        Assert.Equal(4.50m, coat.PowderCostPerLb);
+    }
+
+    // ─── Stage 3: Job → Invoice (InvoicesController.Create GET with jobId) ──────────
+
+    [Fact]
+    public async Task JobToInvoice_ItemFieldsPopulateCorrectly()
+    {
+        // Notes and CatalogItemId on JobItem must reach InvoiceItem.
+        await using var context = CreateContext();
+        SeedJobForInvoicing(context, hasSourceQuote: false);
+        await context.SaveChangesAsync();
+
+        var controller = CreateInvoicesController(context);
+        var result = await controller.Create(jobId: 1) as ViewResult;
+        Assert.NotNull(result);
+
+        var dto = Assert.IsType<CreateInvoiceDto>(result.Model);
+        var item = dto.InvoiceItems.First(i => i.SourceJobItemId.HasValue);
+
+        Assert.Equal(3m,             item.Quantity);
+        Assert.Equal(45m,            item.UnitPrice,   precision: 2);
+        Assert.Equal(135m,           item.TotalPrice,  precision: 2);
+        Assert.Equal("Gloss Black",  item.ColorName);
+        Assert.Equal(99,             item.CatalogItemId);
+        Assert.Equal("Watch corners — mask before blasting", item.Notes);
+    }
+
+    [Fact]
+    public async Task JobToInvoice_DirectJob_AddsOvenShopSuppliesRushFeeLines()
+    {
+        // A job created directly (no source quote) must invoice all three processing charges
+        // separately, reading RushFee and FacilityOverheadCost from PricingBreakdownJson.
+        await using var context = CreateContext();
+        SeedJobForInvoicing(context, hasSourceQuote: false);
+        await context.SaveChangesAsync();
+
+        var controller = CreateInvoicesController(context);
+        var result = await controller.Create(jobId: 1) as ViewResult;
+        Assert.NotNull(result);
+
+        var dto = Assert.IsType<CreateInvoiceDto>(result.Model);
+        var descriptions = dto.InvoiceItems.Select(i => i.Description).ToList();
+
+        Assert.Contains("Oven Processing Fee",  descriptions);
+        Assert.Contains("Facility Overhead",     descriptions);
+        Assert.Contains("Shop Supplies (4%)",    descriptions);
+        Assert.Contains("Rush Fee",              descriptions);
+
+        var oven     = dto.InvoiceItems.Single(i => i.Description == "Oven Processing Fee");
+        var overhead = dto.InvoiceItems.Single(i => i.Description == "Facility Overhead");
+        var shop     = dto.InvoiceItems.Single(i => i.Description == "Shop Supplies (4%)");
+        var rush     = dto.InvoiceItems.Single(i => i.Description == "Rush Fee");
+
+        Assert.Equal(18m,   oven.TotalPrice,     precision: 2);
+        Assert.Equal(12m,   overhead.TotalPrice, precision: 2);
+        Assert.Equal(6m,    shop.TotalPrice,      precision: 2);
+        Assert.Equal(25m,   rush.TotalPrice,      precision: 2);
+    }
+
+    [Fact]
+    public async Task JobToInvoice_FromQuote_BundlesAllProcessingFeesIncludingFacilityOverhead()
+    {
+        // When a job came from a quote, all processing charges must be bundled as one line,
+        // including FacilityOverheadCost which was previously missing.
+        await using var context = CreateContext();
+        SeedJobForInvoicing(context, hasSourceQuote: true);
+        await context.SaveChangesAsync();
+
+        var controller = CreateInvoicesController(context);
+        var result = await controller.Create(jobId: 1) as ViewResult;
+        Assert.NotNull(result);
+
+        var dto = Assert.IsType<CreateInvoiceDto>(result.Model);
+        var processingLine = dto.InvoiceItems.SingleOrDefault(i => i.Description == "Oven & Shop Processing Fees");
+        Assert.NotNull(processingLine);
+
+        // OvenBatchCost(18) + FacilityOverheadCost(12) + ShopSuppliesAmount(6) + RushFee(25) = 61
+        Assert.Equal(61m, processingLine!.TotalPrice, precision: 2);
+    }
+
+    [Fact]
+    public async Task JobToInvoice_TaxAndDiscountFromQuoteNotRecomputed()
+    {
+        // Invoice must carry the agreed quote TaxPercent and DiscountAmount,
+        // not re-derive from current company defaults.
+        await using var context = CreateContext();
+        SeedJobForInvoicing(context, hasSourceQuote: true);
+        await context.SaveChangesAsync();
+
+        var controller = CreateInvoicesController(context);
+        var result = await controller.Create(jobId: 1) as ViewResult;
+        Assert.NotNull(result);
+
+        var dto = Assert.IsType<CreateInvoiceDto>(result.Model);
+        Assert.Equal(8.5m, dto.TaxPercent,     precision: 2);
+        Assert.Equal(15m,  dto.DiscountAmount, precision: 2);
+    }
+
+    // ─── JobItemAssemblyService: Notes field ──────────────────────────────────────
+
+    [Fact]
+    public void CreateJobItem_FromDto_PreservesNotes()
+    {
+        var svc = new JobItemAssemblyService();
+        var dto = new CreateQuoteItemDto { Description = "Part", Notes = "Fragile — no drop" };
+        var pricing = new QuoteItemPricingResult { UnitPrice = 10m, TotalPrice = 10m };
+
+        var item = svc.CreateJobItem(dto, jobId: 1, companyId: 1, pricing, DateTime.UtcNow);
+
+        Assert.Equal("Fragile — no drop", item.Notes);
+    }
+
+    [Fact]
+    public void CreateJobItem_FromQuoteItem_PreservesNotes()
+    {
+        var svc = new JobItemAssemblyService();
+        var quoteItem = new QuoteItem { Description = "Part", Notes = "Do not sandblast" };
+
+        var item = svc.CreateJobItem(quoteItem, jobId: 1, companyId: 1, DateTime.UtcNow);
+
+        Assert.Equal("Do not sandblast", item.Notes);
+    }
+
+    [Fact]
+    public void CreateJobItem_FromJobItem_PreservesNotes()
+    {
+        var svc = new JobItemAssemblyService();
+        var source = new JobItem { Description = "Part", Notes = "Carry-over note", LaborCost = 0m };
+
+        var item = svc.CreateJobItem(source, jobId: 2, companyId: 1, DateTime.UtcNow);
+
+        Assert.Equal("Carry-over note", item.Notes);
+    }
+
+    // ─── LaborCost: must come from pricing engine, not a hardcoded multiplier ─────
+
+    [Fact]
+    public void CreateJobItem_FromDto_UsesLaborCostFromPricingResult()
+    {
+        var svc = new JobItemAssemblyService();
+        var dto = new CreateQuoteItemDto { Description = "Rail" };
+        var pricing = new QuoteItemPricingResult { UnitPrice = 100m, TotalPrice = 200m, LaborCost = 55m };
+
+        var item = svc.CreateJobItem(dto, jobId: 1, companyId: 1, pricing, DateTime.UtcNow);
+
+        Assert.Equal(55m, item.LaborCost, precision: 2);
+    }
+
+    [Fact]
+    public void CreateJobItem_FromQuoteItem_UsesStoredItemLaborCost()
+    {
+        var svc = new JobItemAssemblyService();
+        var quoteItem = new QuoteItem
+        {
+            Description   = "Rail",
+            UnitPrice     = 100m,
+            TotalPrice    = 200m,
+            ItemLaborCost = 62m
+        };
+
+        var item = svc.CreateJobItem(quoteItem, jobId: 1, companyId: 1, DateTime.UtcNow);
+
+        Assert.Equal(62m, item.LaborCost, precision: 2);
+    }
+
+    // ─── Seed helpers ─────────────────────────────────────────────────────────────
+
+    private static void SeedQuoteWithFullPricing(ApplicationDbContext context)
+    {
+        context.Customers.Add(new Customer { Id = 1, CompanyId = 1, CompanyName = "Test Co" });
+        context.InventoryItems.Add(new InventoryItem
+        {
+            Id = 50, CompanyId = 1, SKU = "BLK-1", Name = "Gloss Black",
+            ColorCode = "RAL9005", Finish = "Gloss", Category = "Powder", UnitOfMeasure = "lbs"
+        });
+
+        context.QuoteStatusLookups.AddRange(
+            new QuoteStatusLookup { Id = 1, CompanyId = 1, StatusCode = "DRAFT",    DisplayName = "Draft" },
+            new QuoteStatusLookup { Id = 2, CompanyId = 1, StatusCode = "APPROVED", DisplayName = "Approved" },
+            new QuoteStatusLookup { Id = 3, CompanyId = 1, StatusCode = "CONVERTED", DisplayName = "Converted" });
+
+        context.JobStatusLookups.Add(new JobStatusLookup
+            { Id = 10, CompanyId = 1, StatusCode = "APPROVED", DisplayName = "Approved" });
+        context.JobPriorityLookups.AddRange(
+            new JobPriorityLookup { Id = 20, CompanyId = 1, PriorityCode = "NORMAL", DisplayName = "Normal" },
+            new JobPriorityLookup { Id = 21, CompanyId = 1, PriorityCode = "RUSH",   DisplayName = "Rush" });
+        context.PrepServices.Add(new PrepService
+            { Id = 5, CompanyId = 1, ServiceName = "Sandblast", DisplayOrder = 1, IsActive = true });
+
+        context.Quotes.Add(new Quote
+        {
+            Id = 1, CompanyId = 1, QuoteNumber = "Q-2601-0001", CustomerId = 1, QuoteStatusId = 1,
+            IsRushJob              = true,
+            ItemsSubtotal          = 150m,
+            OvenBatchCost          = 18m,
+            FacilityOverheadCost   = 12m,
+            ShopSuppliesAmount     = 6m,
+            ShopSuppliesPercent    = 4m,
+            RushFee                = 25m,
+            DiscountAmount         = 15m,
+            DiscountPercent        = 6m,
+            SubtotalAfterDiscount  = 196m,
+            TaxPercent             = 8.5m,
+            TaxAmount              = 16.66m,
+            Total                  = 211m
+        });
+
+        context.QuoteItems.Add(new QuoteItem
+        {
+            Id = 100, QuoteId = 1, CompanyId = 1,
+            Description      = "Powder coat rail",
+            Quantity         = 2m,
+            SurfaceAreaSqFt  = 20m,
+            CatalogItemId    = 99,
+            IsSalesItem      = false,
+            ManualUnitPrice  = 69m,
+            PowderCostOverride = 8.50m,
+            UnitPrice        = 75m,
+            TotalPrice       = 150m,
+            ItemLaborCost    = 40m,
+            Notes            = "Handle carefully — thin walls",
+            IncludePrepCost  = true,
+            EstimatedMinutes = 30
+        });
+
+        context.QuoteItemCoats.Add(new QuoteItemCoat
+        {
+            Id = 101, QuoteItemId = 100, CompanyId = 1,
+            CoatName = "Base Coat", Sequence = 1,
+            InventoryItemId    = 50,
+            ColorName          = "Old Name",
+            CoverageSqFtPerLb  = 30m,
+            TransferEfficiency = 65m,
+            PowderCostPerLb    = 4.50m,
+            PowderToOrder      = 2.0m
+        });
+
+        context.QuoteItemPrepServices.Add(new QuoteItemPrepService
+            { Id = 102, QuoteItemId = 100, CompanyId = 1, PrepServiceId = 5, EstimatedMinutes = 10 });
+    }
+
+    private static void SeedJobForInvoicing(ApplicationDbContext context, bool hasSourceQuote)
+    {
+        context.Customers.Add(new Customer { Id = 1, CompanyId = 1, CompanyName = "Test Co" });
+
+        context.JobStatusLookups.Add(new JobStatusLookup
+            { Id = 1, CompanyId = 1, StatusCode = "COMPLETED", DisplayName = "Completed" });
+        context.JobPriorityLookups.Add(new JobPriorityLookup
+            { Id = 1, CompanyId = 1, PriorityCode = "NORMAL", DisplayName = "Normal" });
+
+        // Serialized breakdown carrying FacilityOverheadCost and RushFee
+        var breakdown = new QuotePricingBreakdownDto
+        {
+            ItemsSubtotal        = 135m,
+            OvenBatchCost        = 18m,
+            FacilityOverheadCost = 12m,
+            ShopSuppliesAmount   = 6m,
+            ShopSuppliesPercent  = 4m,
+            RushFee              = 25m,
+            TaxPercent           = 8.5m,
+            Total                = 211m
+        };
+
+        Quote? quote = null;
+        if (hasSourceQuote)
+        {
+            quote = new Quote
+            {
+                Id = 1, CompanyId = 1, QuoteNumber = "Q-TEST", CustomerId = 1,
+                QuoteStatusId      = 1,
+                OvenBatchCost      = 18m,
+                FacilityOverheadCost = 12m,
+                ShopSuppliesAmount = 6m,
+                ShopSuppliesPercent = 4m,
+                RushFee            = 25m,
+                DiscountAmount     = 15m,
+                TaxPercent         = 8.5m,
+                Total              = 211m
+            };
+            context.QuoteStatusLookups.Add(new QuoteStatusLookup
+                { Id = 1, CompanyId = 1, StatusCode = "CONVERTED", DisplayName = "Converted" });
+            context.Quotes.Add(quote);
+        }
+
+        context.Jobs.Add(new Job
+        {
+            Id = 1, CompanyId = 1, JobNumber = "JOB-TEST", CustomerId = 1,
+            Description          = "Test job",
+            JobStatusId          = 1,
+            JobPriorityId        = 1,
+            QuoteId              = hasSourceQuote ? 1 : null,
+            OvenBatchCost        = 18m,
+            ShopSuppliesAmount   = 6m,
+            ShopSuppliesPercent  = 4m,
+            IsRushJob            = true,
+            FinalPrice           = 211m,
+            PricingBreakdownJson = JsonSerializer.Serialize(breakdown)
+        });
+
+        context.JobItems.Add(new JobItem
+        {
+            Id = 10, JobId = 1, CompanyId = 1,
+            Description      = "Powder coat wheel",
+            Quantity         = 3m,
+            UnitPrice        = 45m,
+            TotalPrice       = 135m,
+            ColorName        = "Gloss Black",
+            CatalogItemId    = 99,
+            Notes            = "Watch corners — mask before blasting",
+            EstimatedMinutes = 20,
+            LaborCost        = 30m
+        });
+    }
+
+    // ─── Controller / service factory helpers ────────────────────────────────────
+
+    private static QuotePricingAssemblyService CreateAssemblyService(ApplicationDbContext context) =>
+        new(new UnitOfWork(context),
+            Mock.Of<IPricingCalculationService>(),
+            Mock.Of<IInventoryAiLookupService>(),
+            Mock.Of<ILogger<QuotePricingAssemblyService>>());
+
+    private static QuotesController CreateQuotesController(ApplicationDbContext context)
+    {
+        var lookupCache = new Mock<ILookupCacheService>();
+        lookupCache.Setup(x => x.GetQuoteStatusLookupsAsync(It.IsAny<int>()))
+            .ReturnsAsync(() => context.QuoteStatusLookups.ToList());
+
+        return new QuotesController(
+            new UnitOfWork(context),
+            Mock.Of<AutoMapper.IMapper>(),
+            Mock.Of<IPricingCalculationService>(),
+            CreateUserManager().Object,
+            Mock.Of<ILogger<QuotesController>>(),
+            Mock.Of<IPdfService>(),
+            CreateTenantContext().Object,
+            Mock.Of<IMeasurementConversionService>(),
+            lookupCache.Object,
+            Mock.Of<INotificationService>(),
+            Mock.Of<ISubscriptionService>(),
+            new JobItemAssemblyService(),
+            Mock.Of<IQuotePricingAssemblyService>(),
+            new Microsoft.Extensions.Configuration.ConfigurationBuilder().Build(),
+            Mock.Of<IPlatformSettingsService>(),
+            Mock.Of<IQuotePhotoService>(),
+            Mock.Of<IAiQuoteService>(),
+            Mock.Of<IWebHostEnvironment>(),
+            Mock.Of<IJobPhotoService>(),
+            Mock.Of<IAiUsageLogger>(),
+            Mock.Of<ICompanyLogoService>(),
+            Mock.Of<IInventoryAiLookupService>());
+    }
+
+    private static InvoicesController CreateInvoicesController(ApplicationDbContext context)
+    {
+        var controller = new InvoicesController(
+            new UnitOfWork(context),
+            Mock.Of<AutoMapper.IMapper>(),
+            CreateUserManager().Object,
+            Mock.Of<ILogger<InvoicesController>>(),
+            Mock.Of<IPdfService>(),
+            CreateTenantContext().Object,
+            Mock.Of<INotificationService>(),
+            Mock.Of<IAccountBalanceService>(),
+            Mock.Of<ICompanyLogoService>());
+
+        var identity  = new ClaimsIdentity([new Claim(ClaimTypes.Role, "SuperAdmin")], "Test");
+        var principal = new ClaimsPrincipal(identity);
+        controller.ControllerContext = new ControllerContext
+        {
+            HttpContext = new DefaultHttpContext { User = principal }
+        };
+        return controller;
+    }
+
+    private static Mock<UserManager<ApplicationUser>> CreateUserManager()
+    {
+        var store = new Mock<IUserStore<ApplicationUser>>();
+        var mgr   = new Mock<UserManager<ApplicationUser>>(
+            store.Object, null!, null!, null!, null!, null!, null!, null!, null!);
+        mgr.Setup(m => m.GetUserAsync(It.IsAny<System.Security.Claims.ClaimsPrincipal>()))
+            .ReturnsAsync(new ApplicationUser
+            {
+                Id        = "user-1",
+                CompanyId = 1,
+                UserName  = "testuser",
+                Email     = "test@test.com"
+            });
+        return mgr;
+    }
+
+    private static Mock<ITenantContext> CreateTenantContext()
+    {
+        var tc = new Mock<ITenantContext>();
+        tc.Setup(x => x.GetCurrentCompanyId()).Returns(1);
+        tc.Setup(x => x.IsSuperAdmin()).Returns(true);
+        tc.Setup(x => x.IsPlatformAdmin()).Returns(true);
+        return tc;
+    }
+
+    private static ApplicationDbContext CreateContext()
+    {
+        var options = new DbContextOptionsBuilder<ApplicationDbContext>()
+            .UseInMemoryDatabase(Guid.NewGuid().ToString())
+            .ConfigureWarnings(x => x.Ignore(InMemoryEventId.TransactionIgnoredWarning))
+            .Options;
+
+        var identity  = new ClaimsIdentity([new Claim(ClaimTypes.Role, "SuperAdmin")], "Test");
+        var principal = new ClaimsPrincipal(identity);
+
+        byte[]? noBytes = null;
+        var sessionMock = new Mock<ISession>();
+        sessionMock.Setup(s => s.TryGetValue(It.IsAny<string>(), out noBytes)).Returns(false);
+
+        var httpContextMock = new Mock<HttpContext>();
+        httpContextMock.SetupGet(c => c.User).Returns(principal);
+        httpContextMock.SetupGet(c => c.Session).Returns(sessionMock.Object);
+
+        var accessor = new Mock<IHttpContextAccessor>();
+        accessor.SetupGet(a => a.HttpContext).Returns(httpContextMock.Object);
+
+        return new ApplicationDbContext(options, accessor.Object, null!);
+    }
+}