Hide email controls when no email on file; show SMS hint for quote/job events

- Quotes Create/Edit: hide 'Send via email' checkbox when customer has no
  email; show badge 'send via SMS from details' or 'SMS consent required'
  when customer has a mobile number. JS responds to customer dropdown change.
- Quotes Details: hide 'Send Quote via Email' button and approval email
  checkbox; hide SMS button when no mobile; show consent-required note.
- Jobs Details (Mark Complete modal): hide email checkbox; show
  'SMS notification will be sent' badge or consent-required note.
- Jobs Index (status modal): hide email row when customer has no email.
- Jobs Edit: hide 'Notify customer if status changes' when no email.
- Invoices Details: hide Send/Re-send buttons when no email (vs. disabled).

DTOs: added CustomerEmail + CustomerNotifyByEmail to JobDto/JobListDto;
added CustomerNotifyByEmail/CustomerMobilePhone/CustomerNotifyBySms to
QuoteDto. Mapped in JobProfile and QuotesController customer blocks.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
2026-05-06 17:32:08 -04:00
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I looked through the reporting code, and I do not see a dedicated sales tax report.
What exists today:
- The report menu has Financial Summary, AR Aging, Balance Sheet, and Sales & Income, but no sales-tax-specific report card in /Y:/PCC/
PowderCoatingApp/src/PowderCoating.Web/Views/Reports/Landing.cshtml:147 and /Y:/PCC/PowderCoatingApp/src/PowderCoating.Web/Views/Reports/
Landing.cshtml:211.
- The reporting service only exposes four finance reports in /Y:/PCC/PowderCoatingApp/src/PowderCoating.Application/Interfaces/
IFinancialReportService.cs:13 through /Y:/PCC/PowderCoatingApp/src/PowderCoating.Application/Interfaces/IFinancialReportService.cs:22.
- Sales & Income does surface tax, but only as a total and per-invoice column in /Y:/PCC/PowderCoatingApp/src/PowderCoating.Infrastructure/
Services/FinancialReportService.cs:406, /Y:/PCC/PowderCoatingApp/src/PowderCoating.Infrastructure/Services/FinancialReportService.cs:419,
and /Y:/PCC/PowderCoatingApp/src/PowderCoating.Web/Views/Reports/SalesAndIncome.cshtml:268.
- The good news is the underlying data is already there: invoices store TaxAmount and SalesTaxAccountId in /Y:/PCC/PowderCoatingApp/src/
PowderCoating.Core/Entities/Invoice.cs:23 and /Y:/PCC/PowderCoatingApp/src/PowderCoating.Core/Entities/Invoice.cs:55, and the chart of
accounts seeds 2200 Sales Tax Payable in /Y:/PCC/PowderCoatingApp/src/PowderCoating.Infrastructure/Services/SeedDataService.Accounts.cs:59.
Plan Id recommend:
1. Add a new Sales Tax report under Reports > Finance with date range filters, matching the existing report pattern in /Y:/PCC/PowderCoatingApp/
src/PowderCoating.Web/Controllers/ReportsController.cs:993.
2. Build a SalesTaxReportDto plus GetSalesTaxReportAsync(...) in the reporting interface/service.
3. Phase 1 report contents:
- Total taxable sales
- Total non-taxed sales
- Total sales tax billed
- Breakdown by sales-tax liability account
- Breakdown by month
- Invoice detail grid: invoice date, invoice #, customer, subtotal, tax %, tax amount, total, amount paid, balance due, status, tax account
4. Add PDF export, and probably CSV too, since this is the kind of report people hand to accountants.
5. Put a report card on the Reports landing page and gate it the same way as the other accounting reports.