Fix passkey login tracking, add email opt-out UI guards, and add Quick/Full quote mode toggle

- PasskeyController: set LastLoginDate on passkey sign-in so Company Health
  and audit pages show accurate last-login times (was always showing 'Never')
- Jobs/Index status modal: disable 'Notify customer' email toggle and show
  warning when customer has notifications turned off; CustomerNotifyByEmail
  added to JobListDto + JobProfile mapping + data-customer-notify attribute
- Quotes/Create: disable 'Send quote via email' checkbox with 'Notifications
  off' badge when selected customer has email opt-out; ViewBag.CustomerEmailOptOutIds
  added alongside existing CustomerTaxExemptIds pattern
- Quotes/Create: Quick Quote / Full Quote segmented toggle at top of form;
  hides non-essential fields (dates, notes, tags, oven, discount, photos) in
  Quick mode; selection persisted in localStorage
- InvoicesController Send action: improved error logging and user-facing
  warning when PDF generation or email dispatch fails after status is saved
- item-wizard.js: guard item restoration with try/catch; ensure writeHiddenFields
  always runs on form submit via capture-phase listener
- Help docs and AI knowledge base updated for all new features

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
2026-04-27 13:32:34 -04:00
parent 0ea192d55b
commit cad728ba66
11 changed files with 194 additions and 18 deletions
@@ -893,14 +893,19 @@ public class InvoicesController : Controller
if (!string.IsNullOrEmpty(invoice.PaymentLinkToken))
paymentUrl = $"{Request.Scheme}://{Request.Host}/pay/{invoice.PaymentLinkToken}";
bool pdfAndNotifSucceeded = false;
try
{
var pdfBytes = await BuildInvoicePdfAsync(invoice, currentUser!.CompanyId);
await _notificationService.NotifyInvoiceSentAsync(invoice, pdfBytes, $"Invoice-{invoice.InvoiceNumber}.pdf", paymentUrl);
pdfAndNotifSucceeded = true;
}
catch (Exception notifyEx)
{
_logger.LogWarning(notifyEx, "Invoice sent but notification failed for invoice {Id}", id);
_logger.LogError(notifyEx,
"Invoice {InvoiceId} ({InvoiceNumber}): PDF generation or email dispatch failed. " +
"Inner: {InnerMessage}. Invoice status was already saved as Sent.",
id, invoice.InvoiceNumber, notifyEx.InnerException?.Message ?? "none");
}
var notifLog = await _context.NotificationLogs
@@ -911,6 +916,8 @@ public class InvoicesController : Controller
this.SetNotificationResultToast(notifLog);
TempData["Success"] = $"Invoice {invoice.InvoiceNumber} marked as sent.";
if (!pdfAndNotifSucceeded)
TempData["Warning"] = "The invoice is marked as sent, but PDF generation or the customer email failed. Check the notification logs or your email configuration.";
return RedirectToAction(nameof(Details), new { id });
}
catch (Exception ex)