Ad-hoc quote email, accounting improvements, AI lookup fix, and misc service updates

- Quotes: ad-hoc email modal on Quote Details lets staff send to an address not on file;
  QuotesController passes overrideEmail through to NotificationService
- Quotes/Details view: SMS consent display, email/SMS send button state based on consent
- Accounting module: AccountingDisplayHelpers for consistent ledger formatting;
  AccountsController + Accounts views improvements; AccountingEnums additions
- Bills/Expenses: AI account categorization fixes in BillsController and ExpensesController
- InventoryAiLookupService: TDS cure fallback no longer fires on AiAugmentFromUrl path
  (LookupByUrlAsync already has it built in — was double-fetching)
- PdfService: quote/invoice PDF updates
- PricingCalculationService: minor pricing logic fix
- QuoteProfile: mapping updates for new quote fields
- ApplicationDbContextModelSnapshot: catches up to all 4 migrations in this branch

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
2026-05-08 20:48:00 -04:00
parent 0d980e651a
commit 9a52e7fae5
19 changed files with 480 additions and 63 deletions
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@@ -1,10 +1,14 @@
Shop Management App TO DO List
==============================
-Inventory Lookup not always finding price for Columbia Coatings
-Logging powder usage and choosing a job doesn't record properly in the activity section of the powder itself
-Need to allow deleting of powder usage entries, or at least editing in case of a goof up
-Still random weird characters on a bunch of pages. Intake button for example on the jobs screen shows: Intake ✓
-Add feature to prep for events where we can generate coupons or gift certificates in bulk
Duplication refactor memory
C:/Users/spoul/.codex/memories/powdercoatingapp-refactor-plan-2026-05-07.md.
Current memory
C:/Users/spoul/.codex/memories/powdercoatingapp-quote-sync-extracted-2026-05-07.md
-Google review request email after a job
-Check my ChatGPT chat about surface area for a few solid ideas for the system
@@ -187,6 +191,29 @@ AI Agent item where we upload a picture and it will calculate the approximate sq
-Lookup Modal not showing ALL matches. Maybe make scrollable
-Pickup cure information from TDS Sheet if not found by AI Search
-ON AI Photo Quote page, when the AI info comes back we should scroll the modal window down so it's visible. It's not clear that new info has been added to the modal for all customers
-Inventory Lookup not always finding price for Columbia Coatings
-Logging powder usage and choosing a job doesn't record properly in the activity section of the powder itself
-Need to allow deleting of powder usage entries, or at least editing in case of a goof up
-Still random weird characters on a bunch of pages. Intake button for example on the jobs screen shows: Intake ✓
5/7/2026
-When editing a job/quote item from catalog, pre-select the item chosen please
-Move buttons to right side of job details page
-When completing a job, pull in powder usage already entered
-Fix invoice due date to match terms selected
-Invoice Status should not show on PDF unless PAID
-If we start with a job, shop supplies is not being added to the items
-If you delete an invoice attached to a job, the create invoice button keeps trying to go back to it
-Customer approval page doesn't show all charges (Oven time missing?)
-Time Logging default user to logged in user
-Add Print Invoice button or allow viewing the PDF
-If an invoice is voided, I cant create a new one from a job. Show voided invoice as history, but allow creating a new one.
-If a completed job is changed after an invoice is created, we need to update the invoice. Also need to be able to modify an invoice to add a discount or similar after it's created
-Add multiple email address for commercial customers (Accounting for invoices and contact for quotes)
-Support entering multiple email addresses (comma seperated) in each field
-If no email on file, then prompt for address to send to.
-When choosing a powder NOT in stock, can we incorporate our inventory lookup function to find a powder, link it to the quote, add it to the inventory with a 0lb balance and still put it on the "powder to order" list?
-When choosing a prospect for a quote, we need way to consent and enable SMS for them
Ideas Removed
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