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Demo data realism + invoice resend via SMS on any status

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Seed data fixes:
- Fix EF interceptor: no longer overwrites explicitly-set CreatedAt on Added
  entities — root cause of all "same month" chart issues
- Customer seeder: generates 15 customers/month from Jan → current month;
  keeps 10 commercial anchors in deterministic order for job seeder index map
- Invoice seeder: historical range bumped from 2→8 paid invoices/month so
  P&L shows consistent profit (~$5,200 collected vs ~$4,200 monthly expenses)
- Month -1 bumped to 7 paid invoices to stay above expenses
- Jobs: set UpdatedAt to historical event date so analytics don't need null fallback
- Analytics (ReportsController): use CompletedDate ?? UpdatedAt ?? CreatedAt for
  revenue chart grouping; fixes empty Revenue Trend charts on Overview/Revenue tabs
- SeedDataService: inject IAccountBalanceService; auto-recalculate account balances
  after seeding; patch checking/savings opening balances unconditionally on reset
- Customer list: sort by CompanyName ?? ContactLastName so individuals and
  commercial accounts interleave instead of appearing as two blocks

Invoice resend:
- ResendInvoice action now accepts sendEmail + sendSms parameters; SMS-only
  resend no longer requires an email address on file
- Ensures PublicViewToken exists before SMS so the view link is always valid
- canResend in Details view now allows Paid invoices (removed != Paid guard)
- Resend button shows channel-choice modal when customer has both email + SMS,
  direct SMS button when SMS only, or email button when email only
- New #resendChannelModal mirrors the Send channel modal but posts to ResendInvoice
- resendInvoice() JS updated to pass sendEmail/sendSms query params

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
Scott Pouliot
2026-06-11 13:20:04 -04:00
parent 249128e852
commit 7735fe3cce
16 changed files with 1142 additions and 487 deletions
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src/PowderCoating.Web/Controllers/InvoicesController.cs
+39 -14
View File
@@ -1888,7 +1888,7 @@ public class InvoicesController : Controller
/// Details view can show an inline toast with the delivery outcome.
/// </summary>
[HttpPost, ValidateAntiForgeryToken]
public async Task<IActionResult> ResendInvoice(int id, string? overrideEmail = null)
public async Task<IActionResult> ResendInvoice(int id, string? overrideEmail = null, bool sendEmail = true, bool sendSms = false)
{
try
{
@@ -1902,7 +1902,9 @@ public class InvoicesController : Controller
if (invoice.Status == InvoiceStatus.Voided || invoice.Status == InvoiceStatus.WrittenOff)
return Json(new { success = false, message = "Voided invoices cannot be resent." });
// Validate override email when provided
if (!sendEmail && !sendSms)
return Json(new { success = false, message = "Select at least one delivery channel (email or SMS)." });
overrideEmail = overrideEmail?.Trim();
if (!string.IsNullOrWhiteSpace(overrideEmail) && !overrideEmail.Contains('@'))
return Json(new { success = false, message = "The email address provided is not valid." });
@@ -1915,32 +1917,55 @@ public class InvoicesController : Controller
? overrideEmail
: invoice.Customer?.BillingEmail ?? invoice.Customer?.Email ?? string.Empty;
if (string.IsNullOrWhiteSpace(recipientEmail))
if (sendEmail && string.IsNullOrWhiteSpace(recipientEmail))
return Json(new { success = false, message = "No email address on file. Please provide an address to send to." });
// Ensure a permanent view token exists so the SMS link always works.
string? viewUrl = null;
if (sendSms)
{
if (string.IsNullOrEmpty(invoice.PublicViewToken))
{
invoice.PublicViewToken = Guid.NewGuid().ToString("N");
await _unitOfWork.Invoices.UpdateAsync(invoice);
await _unitOfWork.CompleteAsync();
}
viewUrl = $"{Request.Scheme}://{Request.Host}/invoice/{invoice.PublicViewToken}";
}
byte[]? pdfBytes = null;
string? pdfFilename = null;
try
if (sendEmail)
{
pdfBytes = await BuildInvoicePdfAsync(invoice, currentUser!.CompanyId);
pdfFilename = $"Invoice-{invoice.InvoiceNumber}.pdf";
}
catch (Exception pdfEx)
{
_logger.LogWarning(pdfEx, "PDF generation failed during resend of invoice {Id}; sending without attachment", id);
try
{
pdfBytes = await BuildInvoicePdfAsync(invoice, currentUser!.CompanyId);
pdfFilename = $"Invoice-{invoice.InvoiceNumber}.pdf";
}
catch (Exception pdfEx)
{
_logger.LogWarning(pdfEx, "PDF generation failed during resend of invoice {Id}; sending without attachment", id);
}
}
await _notificationService.NotifyInvoiceSentAsync(invoice, pdfBytes, pdfFilename, overrideEmail: overrideEmail);
await _notificationService.NotifyInvoiceSentAsync(
invoice, pdfBytes, pdfFilename,
overrideEmail: overrideEmail,
sendSms: sendSms,
viewUrl: viewUrl);
var latestLog = await _unitOfWork.NotificationLogs.GetLatestForInvoiceAsync(id);
if (latestLog?.Status == NotificationStatus.Failed)
return Json(new { success = false, message = $"Email delivery failed: {latestLog.ErrorMessage}" });
return Json(new { success = false, message = $"Delivery failed: {latestLog.ErrorMessage}" });
if (latestLog?.Status == NotificationStatus.Skipped)
if (latestLog?.Status == NotificationStatus.Skipped && !sendSms)
return Json(new { success = false, message = $"{recipientName} has email notifications disabled or no email address on file." });
return Json(new { success = true, message = $"Invoice sent to {recipientEmail}." });
var channels = new List<string>();
if (sendEmail && !string.IsNullOrWhiteSpace(recipientEmail)) channels.Add($"email ({recipientEmail})");
if (sendSms) channels.Add("SMS");
return Json(new { success = true, message = $"Invoice re-sent via {string.Join(" and ", channels)}." });
}
catch (Exception ex)
{