393 Commits

Author SHA1 Message Date
spouliot 28b7b9f86b Fix QR detection (parallel loops), price extraction, and camera pre-warm
QR scanning:
- Run BarcodeDetector and jsQR in parallel — jsQR starts after JSQR_DELAY_MS
  (1.5 s) so both decode simultaneously. BarcodeDetector silently returns empty
  arrays for some QR variants; running jsQR in parallel via a separate rAF loop
  (rafId2) and its own off-screen canvas catches those cases. First decoder to
  find anything calls handleQrResult and sets qrFound = true; the other stops.

Price extraction (two bugs):
- ScanLabel: unitPrice was catalogMatch?.UnitPrice ?? 0m, ignoring aiResult
  .UnitCostPerLb entirely when no catalog match — changed to fall through to AI result
- AppendOffer: only read JSON-LD "price" field; Shopify AggregateOffer uses
  "lowPrice" instead — now checked as fallback so Prismatic Powders prices are found

Camera pre-warm:
- Reverted localStorage approach (caused getUserMedia to fire on every page load,
  showing Chrome's "Ask" prompt immediately before user clicked anything)
- Restored Permissions API gate: preWarmCamera only calls getUserMedia when
  navigator.permissions.query returns 'granted', never risks a page-load prompt

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-03 19:45:22 -04:00
spouliot cf36e41139 Label scanner: fix QR detection, blank camera on processing, improve permission flow
QR scanning:
- BarcodeDetector now snapshots to canvas before detect() instead of passing
  live video element — more reliable across Chrome versions
- Uses BarcodeDetector.getSupportedFormats() to detect all formats the browser
  supports rather than hardcoding ['qr_code'], catching data_matrix etc.
- jsQR fallback unchanged (attemptBoth inversion)

Processing overlay:
- Added #scan-processing overlay div to _LabelScanModal with spinner + message
- Camera/scanning UI blanks immediately when QR is found or Scan Text tapped;
  overlay message differs per path ("QR code found..." vs "Reading label with AI...")
- Overlay hides on error (modal stays open); modal close triggers hideProcessing()

Camera permission:
- localStorage flag (scannerCameraGranted) set on every successful getUserMedia
- preWarmCamera() checks flag first, bypassing navigator.permissions.query which
  can return 'prompt' for localhost even when Chrome has 'Allow' internally;
  proactive getUserMedia on page load succeeds silently when permission is granted

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-03 19:05:41 -04:00
spouliot 97cf6dcbf0 Pre-warm camera stream on page load if permission already granted
Uses Permissions API (non-prompting) to check camera state on load.
If state === 'granted', silently starts the stream so Scan Label opens
instantly with no browser prompt on subsequent page visits. Falls back
gracefully when Permissions API is unavailable or permission is 'prompt'.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-03 18:48:37 -04:00
spouliot 4b65572f6f Label scanner: native BarcodeDetector + keep stream alive between opens
- Use BarcodeDetector API (Chrome/Edge/Android) as primary QR scanner; it uses
  native OS-level decoding which is far more reliable than jsQR for Prismatic's
  QR codes. Falls back to jsQR (attemptBoth) on Safari/Firefox.
- Keep MediaStream alive between modal opens so the browser does not re-prompt
  for camera permission on each scan within the same page session. Stream is
  released after 2 min of idle (IDLE_RELEASE_MS) or on page unload.
- stopCamera() split into stopQrLoop() (cancel rAF only) and releaseCamera()
  (stop tracks + null srcObject); modal hide now calls stopQrLoop, not releaseCamera.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-03 18:45:25 -04:00
spouliot f881b7dd53 Fix label scanner: full field mapping, vision follow-up lookup, SDS/TDS extraction
- LookupByUrlAsync now maps all identity + spec fields from Claude response
  (manufacturer, SKU, colorName, description, sdsUrl, tdsUrl, unitCostPerLb, etc.)
  Previously only augmenting fields were mapped; Columbia QR path left 80% blank
- Vision scan follow-up: after ScanLabelAsync reads label text, automatically run
  LookupAsync using the extracted manufacturer + color/SKU to fill SDS/TDS URLs,
  product page, image, description, and any specs not printed on the bag;
  label values (cure schedule, SKU) remain authoritative and are never overwritten
- SDS/TDS URL extraction: added ExtractDocumentLinks() that scans anchor tags in
  raw HTML before tag-stripping, injects found URLs as [Structured Data] lines so
  Claude can read and echo them back in the JSON response; previously all hrefs
  were lost with the HTML stripping
- Added SdsUrl/TdsUrl to InventoryAiLookupResult, Claude system prompt JSON schema,
  LookupAsync mapping, and ScanLabel response (catalog match ?? aiResult fallback)
- SDS/TDS now also stored on auto-contributed catalog entries
- jsQR inversionAttempts: 'dontInvert' → 'attemptBoth' for better QR detection
  under varying label contrast and lighting conditions

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-03 18:22:53 -04:00
spouliot 1fc79b77fe Add platform powder catalog, catalog-first lookup, and label scanner
- Platform PowderCatalogItem table (IPlainRepository, no tenant filter) with
  full spec fields: cure temp/time, finish, color families, clear coat flag,
  coverage sq ft/lb, transfer efficiency, IsUserContributed
- Two EF migrations: AddPowderCatalogItem + AddPowderCatalogSpecFields
- PowderCatalogController (SuperAdminOnly): import from Prismatic JSON scrape,
  Lookup AJAX endpoint (catalog-first, ranked by SKU exact match), stats view
  with Tenant Contributed card
- Unified smart Lookup button on inventory Create/Edit: catalog hit fills all
  fields via catalogSnapshot pattern; AI augments cure/finish data from product
  URL if subscription enabled; catalog miss falls through to AI lookup
- In-browser label scanner (_LabelScanModal): getUserMedia live camera feed,
  jsQR auto-detects QR codes in rAF loop; "Scan Label Text" fallback sends
  captured frame to Claude vision via /Inventory/ScanLabel
- ScanLabel endpoint handles both QR URL path (LookupByUrlAsync) and vision
  path (ScanLabelAsync); auto-inserts unrecognized products as
  IsUserContributed=true; returns wasInCatalog/addedToCatalog flags

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-03 16:36:25 -04:00
spouliot 3ee08b5e43 Widen SMS Agreements history modal to modal-xl
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-03 12:03:50 -04:00
spouliot 924748c631 Fix SMS Agreements history modal date column wrapping
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-03 11:50:40 -04:00
spouliot 3ae636d771 Fix SMS Agreements history modal showing undefined values
System.Text.Json serializes PascalCase by default but the modal JS
expected camelCase — added CamelCase naming policy to the serializer.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-03 11:43:47 -04:00
spouliot 90f333c8f3 Fix SMS Agreements version display and auto-remove stale templates
Fix Razor rendering of TermsVersion — property chains after a literal
character need @() parentheses or Razor misparses the expression.

Also adds cleanup to EnsureNotificationTemplatesSeededAsync to remove
stale template rows (no longer canonical, never customised) on next
settings visit, so retired types like JobReadyForPickup SMS disappear
automatically.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-03 11:02:25 -04:00
spouliot 0b6a7a14c4 Add Quote Sent SMS template and fix consent confirmation wording
Adds a customizable QuoteSent SMS template to seed data and
DefaultTemplates so companies can edit the quote approval message
from Notification Templates. Wires NotifyQuoteSentSmsAsync to use
the template system instead of a hardcoded string. Updates
SmsConsentConfirmation wording to mention quote approvals alongside
job updates. Help docs and AI knowledge base updated to match.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-02 21:19:43 -04:00
spouliot a9048dea2e Show email and SMS notification status on customer list and details
Added notification preference indicators to both views so staff can
see at a glance whether a customer has email/SMS enabled without
opening edit mode.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-02 20:27:28 -04:00
spouliot 3ff6a96bc8 Add SMS START/re-subscribe handling to Twilio webhook
Customers who replied STOP by mistake can now reply START, YES, or
UNSTOP to automatically re-enable their SMS opt-in — no staff action
needed. Adds SmsInboundStart notification type, HandleStartAsync in
WebhooksController, and updates AI knowledge base and help docs.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-02 20:09:49 -04:00
spouliot 8148908a66 Merge branch 'dev' 2026-05-02 19:31:28 -04:00
spouliot c18b580ec9 Add SMS Agreements admin page and update help docs
- Add /SmsAgreements SuperAdmin page listing per-company SMS terms acceptance
  status, with stats cards, filter/search, and a full acceptance history modal
  (terms version, accepted by, timestamp, IP, user agent)
- Add SMS Agreements nav link under Tenants & Billing in the platform sidebar
- Update HelpKnowledgeBase and Help docs (Quotes, Settings) to document
  quote approval via SMS and the reuse of existing approval tokens

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-02 10:17:11 -04:00
spouliot a2d48c8b58 Add SMS quote approval, fix Twilio credentials, fix passkey post-login redirect
- Add 'Send Quote via SMS' button on quote details page that sends the approval
  link to the customer via SMS (respects NotifyBySms, handles prospects via ProspectPhone)
- Reuses existing valid approval token rather than regenerating, so a previously
  emailed link stays valid when SMS is also sent
- Fix Twilio appsettings.json placeholders (real credentials moved to gitignored
  appsettings.Development.json)
- Fix passkey login ignoring ReturnUrl: biometric login on the login page now
  respects the form's ReturnUrl hidden field so QR-code and deep-link flows
  redirect correctly after authentication instead of always going to the dashboard

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-02 09:38:55 -04:00
spouliot d9bf80cc9a Update help docs and AI knowledge base for SMS notifications
- Settings help article: add SMS Notifications subsection covering company opt-in, TCPA terms agreement, compose-before-send vs auto-send, and STOP opt-out
- Customers help article: add Mobile Phone and SMS Opt-In fields to the Adding a Customer field list
- HelpKnowledgeBase: remove stale "ready for pickup" SMS event, add company opt-in flow, customer opt-in requirement, compose modal for Admin/Manager, auto-send for ShopFloor, Send SMS button, and STOP opt-out behavior; remove SuperAdmin-only SMS Platform Setting content

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-01 22:32:55 -04:00
spouliot 6569d9c4ea Add SMS gating, TCPA terms agreement, and compose-before-send modal
- Three-tier SMS gate: platform kill-switch → admin force-disable → plan AllowSms → company opt-in
- CompanySmsAgreement entity records admin acceptance of TCPA terms with IP, user agent, and terms version
- SMS terms of service modal on Company Settings with versioned re-agreement (AppConstants.SmsTermsVersion)
- Dev redirect: non-production SMS routed to Twilio:DevRedirectPhone to protect real customer numbers
- Removed redundant Ready for Pickup SMS (Job Completed covers it)
- Role-based compose modal on job completion: Admin/Manager reviews and edits before send; ShopFloor auto-sends
- Send SMS button on job details for ad-hoc messages (Admin/Manager only)
- SendJobSmsAsync auto-appends STOP opt-out language if missing
- Migrations: AddSmsGating, AddCompanySmsAgreement

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-01 22:29:39 -04:00
spouliot 2b89fcf483 Refactor dashboard queries to push filtering and aggregation into the database
DashboardReadService no longer loads full entity lists and filters in memory.
All job panels (today/overdue/in-progress) now execute targeted COUNT + capped
SELECT queries in SQL. AR aging buckets, powder order lines, bill totals, and
active-customer counts are all aggregated at the DB level. The SuperAdmin action
previously loaded every company row to compute plan distribution and alert lists;
it now delegates to a new GetSuperAdminDashboardDataAsync() that uses SQL GROUP BY
and projections instead.

DashboardIndexData record updated to carry pre-sliced counts and capped lists so
the controller only does lightweight DTO projection. DashboardPowderOrderLineData
replaces the deep Job→JobItem→Coat Include chains with a single flat coat query
projected in SQL. OnlineUserMiddleware switches its per-user throttle from a
static ConcurrentDictionary (grows forever) to IMemoryCache with a 60-second
sliding expiry.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-01 10:00:43 -04:00
spouliot a9a8ea41c6 Merge branch 'dev' 2026-04-30 08:23:40 -04:00
spouliot 0b798cadb4 Add Cancel button to inventory QR scan usage page
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-29 20:26:39 -04:00
spouliot 49e3d73c67 Add click-to-enlarge lightbox for inventory product image
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-29 20:20:01 -04:00
spouliot 90a06c6acd Add product image to powder inventory via AI lookup
When AI Lookup fetches a manufacturer product page, it now extracts the
og:image (Open Graph) meta tag before stripping HTML tags. The image URL
is returned in InventoryAiLookupResult.ImageUrl and automatically shown
as a preview on the Create/Edit form alongside the other filled fields.

The preview includes a Remove button to clear the image, and the Wrong
Match? button clears it along with the other AI-filled fields.

On the inventory Details page a product image card is rendered above the
Stock & Pricing card whenever ImageUrl is set. The field is nullable so
existing records and powders without an image are unaffected.

New field: InventoryItem.ImageUrl (nvarchar, nullable).
Migration: AddInventoryItemImageUrl.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-29 18:15:55 -04:00
spouliot 9221fcc783 Add quote-changed banner with re-sync to job details
When a source quote is edited after a job was created from it, the job
details page now shows a warning banner with the date of the change and
a link to the quote. Two actions are offered:

- Re-sync from Quote: replaces all job items, coats, prep services, and
  pricing from the current quote. Only available while the job is still
  in a pre-production status (Pending, Quoted, Approved); hidden once
  shop work has started (InPreparation or beyond).
- Dismiss: acknowledges the change without altering the job, clearing
  the banner by advancing the stored snapshot timestamp.

Implemented via Job.QuoteSnapshotUpdatedAt (new nullable column), set at
quote→job conversion time. The banner fires when quote.UpdatedAt exceeds
this baseline. Migration: AddJobQuoteSnapshotUpdatedAt.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-29 18:02:46 -04:00
spouliot 167dc0c146 Merge dev into master 2026-04-29 13:37:26 -04:00
spouliot ac3e4452b2 Fix catalog filter leaving items unclickable after filtering
Multi-word search now uses Array.every so word order doesn't matter.
Scroll is reset to top after each filter so visible items aren't hidden
off-screen. A forced layout reflow (offsetHeight read) ensures iOS Safari
re-registers filtered-in elements as interactive — without it, items that
transition from display:none back to visible remain unresponsive to taps.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-29 13:19:41 -04:00
spouliot 3669fda852 Merge branch 'dev' 2026-04-29 09:23:26 -04:00
spouliot 8de9cd04b8 Add server-side dismiss persistence and SuperAdmin onboarding progress page
Progress widget dismiss now POSTs to Dashboard/DismissProgressWidget, writing
GuidedActivationDismissedAt to the DB so the widget stays hidden across devices
and cache clears (localStorage alone wasn't enough). BuildShopProgressWidgetAsync
suppresses the widget server-side when AllDone + dismissed.

New SuperAdmin page at /OnboardingProgress shows the activation funnel across
all tenant companies: wizard status, chosen path, milestone progress bar, key
dates (first job/quote, first invoice, workflow completed, widget dismissed),
and a status badge (Not Started / In Progress / Complete / Dismissed). Nav link
added under Users & Activity in the Platform Management sidebar.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-29 09:23:20 -04:00
spouliot 296f85e33b Fix progress widget 'Set how you get paid' link pointing to non-existent #general tab
Payment terms lives in the App Defaults tab (#app-defaults), not #general.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-29 08:41:07 -04:00
spouliot 900a52f89d Merge branch 'dev' 2026-04-29 08:11:37 -04:00
spouliot 73df72ab97 Add dismiss button to progress widget completion state
Shows an × button in the top-right of the completion card so users can
permanently hide the widget once they've seen the success message. Dismissal
is stored in localStorage (same pattern as the collapse state) so it persists
across page loads without requiring a DB migration. The widget hides itself
on the next load before any layout is shown, avoiding a flash.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-28 21:37:53 -04:00
spouliot 45441c1d07 Fix 'Customize your workflow' done signal not detecting deletions
The previous AnyAsync check used global query filters which hide
soft-deleted records. Deleting a lookup sets UpdatedAt on the record
(EF interceptor stamps Modified entities) but the IsDeleted filter
made it invisible to the query. Added ignoreQueryFilters: true with
an explicit CompanyId predicate so soft-deleted lookups are included —
any deletion or edit now correctly marks the step complete.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-28 21:25:30 -04:00
spouliot 64e9abceac Hide team invite step on progress widget for single-user plans
Injects ISubscriptionService into DashboardController and calls
GetUserCountAsync to check the plan's MaxUsers limit. When MaxUsers == 1
the "Bring your crew in" step is omitted from the progress widget entirely,
so solo-plan users aren't prompted to do something their subscription
doesn't allow. Plans with MaxUsers > 1 or unlimited (-1) show the step
as before.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-28 21:22:41 -04:00
spouliot b1337d3b61 Update help docs and AI knowledge base for onboarding overhaul
GettingStarted.cshtml: updated Setup Wizard description from 10-step to
5-step, revised time estimate (5–10 min), added new "After the Wizard"
section explaining the guided activation first-workflow flow and the
progress widget (what it tracks, how the highlight works, when it
disappears, Admin-only visibility).

HelpKnowledgeBase.cs (AI assistant): updated Setup Wizard entry to 5 steps,
replaced old step list (removed steps 5–8, 10), updated new company
quick-start checklist to reference the 5-step wizard and the post-wizard
progress widget. Added new GUIDED ACTIVATION section covering the two
onboarding paths (Quote First / Job First), the Daily Board intro experience,
and how the banner auto-dismisses. Updated Common Workflows to reflect the
new onboarding order. Dashboard section now describes the progress widget
and its six tracked steps.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-28 21:10:59 -04:00
spouliot 8aae30765f Onboarding overhaul: slim wizard, progress widget, guided activation UX
Setup Wizard: reduced from 10 steps to 5 (Company Info → QB Migration →
Pricing Defaults → Named Ovens → Notifications). Removed Doc Numbering,
Job Settings, Payment Terms, Pricing Tiers, and Team Members steps — these
all have sensible defaults and are accessible any time in Company Settings.
Wizard now completes in ~5 minutes instead of 15–20.

Dashboard progress widget (new): "Get the most out of your shop" checklist
appears for Company Admins after wizard completion. Tracks six post-setup
activation tasks with dynamic progress badge, motivating subtitle copy,
collapsed-state persistence via localStorage, and a full completion state
("Your shop is fully set up 🎉") that replaces the checklist at 100%.
The next recommended step is highlighted with a solid CTA button and a
subtle blue row tint. Completed steps show encouraging green subtext instead
of just "Done". Widget disappears from controller when AllDone would have
caused a silent vanish — now renders the completion state instead.

Guided activation (Daily Board): rewrote the BoardIntroStep callout to lead
with "This is your shop in real time" and a plain-English description of the
board's purpose. Added a separate InstructionText field to
GuidedActivationCalloutViewModel so the "Move this job to the next stage"
action prompt renders as a distinct bold line with an arrow icon rather than
being buried in the body copy. After the stage change, the confirmation
callout now reads "Nice — your workflow just updated" to reinforce what just
happened before prompting the invoice step.

All copy passes the "shop owner, not SaaS" test: no technical jargon,
benefit-driven descriptions, natural language throughout.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-28 21:10:47 -04:00
spouliot 4d27a378ac Fix QuoteApprovalControllerTests build break after Phase 3 migration
QuoteApprovalController's constructor changed from ApplicationDbContext to
IUnitOfWork in Phase 3, but the test helper was still passing the raw context.
Wrap context in UnitOfWork in CreateController; tests seed/assert through
context directly so the same instance works correctly.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-28 09:35:30 -04:00
spouliot 6993c2c462 Fix invoice detail crash after first credit memo or refund is applied
AutoMapper 12+ throws AutoMapperMappingException when mapping a non-empty
collection for which no element type map is registered. Invoice.CreditApplications
and Invoice.Refunds had no CreateMap entries, so the invoice Details view worked
fine until the first credit or refund existed — at that point AutoMapper tried
to map the element type and threw, causing the catch block to redirect to the
invoice list with a generic "failed to load" error.

Fix: mark CreditApplications and Refunds as Ignore() in the Invoice->InvoiceDto
AutoMapper profile. Both collections are already built manually in
BuildInvoiceDtoAsync, matching the existing GiftCertificateRedemptions pattern.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-28 09:17:38 -04:00
spouliot 1cb7a8ca4a Phases 3 & 4: Complete data access architecture migration
Phase 3 — eliminated ApplicationDbContext from all non-exempt controllers,
routing all data access through IUnitOfWork. Added IPlainRepository<T> for
the four platform entities (Announcement, BannedIp, DashboardTip, ReleaseNote)
that intentionally don't extend BaseEntity and therefore can't use the
constrained IRepository<T>. Added permanent-exception comments to the 18
controllers that legitimately retain direct DbContext access (Identity infra,
cross-tenant platform ops, bulk streaming exports).

Phase 4 — added EnforceDataAccessArchitecture() to Program.cs, a startup
gate that reflects over every Controller subclass and throws at boot if any
non-exempt controller injects ApplicationDbContext. The app cannot start with
a violation.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-28 09:17:29 -04:00
spouliot 90bc0d965f Phase 2: Eliminate ApplicationDbContext from domain controllers
Migrated InvoicesController, QuotesController, JobsController, BillsController,
PurchaseOrdersController, and CustomersController to route all data access
through IUnitOfWork typed/generic repositories instead of injecting
ApplicationDbContext directly.

New typed repositories added: IJobRepository (GetScheduledJobsForDateAsync,
GetActiveJobsForMobileAsync, LoadForCostingAsync), INotificationLogRepository
(GetLatestForJobAsync, GetAllForJobAsync), IQuoteRepository (GetItemsWithCoatsAsync
with CatalogItem eager load + AsNoTracking), and IJobRepository.GetOrphanedConversionJobAsync.

All EF complex include chains relocated into repository methods; controllers now
call named query methods rather than composing raw IQueryable chains.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-27 21:20:39 -04:00
spouliot 80b0e547cc Phase 1: Introduce typed repository interfaces and report service stubs
Six IUnitOfWork properties upgraded from generic IRepository<T> to domain-specific
typed interfaces (IJobRepository, IQuoteRepository, IInvoiceRepository,
ICustomerRepository, IBillRepository, IPurchaseOrderRepository). Each backed by a
concrete typed repository that encapsulates complex include chains previously
inlined in controllers.

Also adds IFinancialReportService and IOperationalReportService stub implementations
(NotImplementedException placeholders) to Application.Interfaces and Infrastructure.Services,
registered in Program.cs. These are the migration targets for ReportsController's
aggregate query methods in Phase 2.

No controller behaviour changed in this commit — all callers still compile because
typed interfaces extend IRepository<T>.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-27 19:54:10 -04:00
spouliot 92dc3ebd08 Add data access architecture spec and enforce rules in CLAUDE.md
Defines the target architecture for eliminating direct ApplicationDbContext
injection from controllers. Documents the three-tier model (generic repo,
typed domain repos, read services), the 6 typed repository interfaces to
build, the 2 reporting service interfaces to build, permanent exceptions,
and the 4-phase migration roadmap with per-controller checklist.

CLAUDE.md updated with the hard rule and tier quick-reference so every
session and every team member sees the constraint immediately.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-27 19:35:16 -04:00
spouliot 5631d1d57a Add WarningPermanent toast type and upgrade invoice failure notifications
Email delivery failures and PDF generation errors now show a permanent
warning/error toast that requires manual dismissal, so users cannot
accidentally miss critical action-blocking feedback.

- ToastHelper: WarningPermanent TempData key + Warning/WarningPermanent
  extension methods on both ITempDataDictionary and Controller
- SetNotificationResultToast: NotificationStatus.Failed now uses
  ToastWarningPermanent (previously auto-dismissed in 5 s)
- InvoicesController.Send: TempData["Warning"] → TempData["WarningPermanent"]
  when PDF generation or email dispatch fails
- InvoicesController.DownloadPdf: TempData["Error"] → TempData["ErrorPermanent"]
  with the actual exception message so root cause is visible
- _Layout.cshtml: WarningPermanent hidden div
- toast-notifications.js: WarningPermanent handler (timeOut: 0)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-27 16:02:16 -04:00
spouliot cad728ba66 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>
2026-04-27 13:32:34 -04:00
spouliot 0ea192d55b Harden legacy file paths and Twilio webhook validation 2026-04-26 18:14:16 -04:00
spouliot 8491b308eb Add admin email wizard and logging 2026-04-26 17:01:09 -04:00
spouliot 404ab3c45d Add unit tests for LedgerService, AccountBalanceService, DepositsController, and GiftCertificatesController
181 tests total passing. Covers all 9 LedgerService transaction sources, debit/credit
balance mechanics, AR/AP movements, date range filtering, running balance computation,
and future-dated opening balance exclusion. Also covers deposit recording/deletion,
gift certificate lifecycle (issue, void, lazy expiry), and account balance recalculation.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-26 15:48:34 -04:00
spouliot 90a01571e3 Merge dev into master
- AI Catalog Price Check (Haiku model, rate limiting, progress bar, quarterly limit)
- Three-layer feature gating for AI Catalog Price Check (platform/plan/company)
- Passkey biometric login improvements (enrollment prompt, RPID fix, dismiss option)
- Company admin navigation consolidation (Subscription & Features button)
- Unit tests for 9 new services/controllers

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-26 10:35:29 -04:00
spouliot a4b8ae611a Add passkey prompt dismissal and consolidate company admin navigation
- Add "Don't ask me again" to passkey enrollment prompt (PasskeyPromptDismissed
  field on ApplicationUser; DismissPrompt POST action; migration applied)
- Add Subscription & Features button to Companies/Index btn-group and
  Companies/Edit header for direct navigation to SubscriptionManagement/Manage
- Add Edit Company back-link on SubscriptionManagement/Manage
- Remove duplicate AI Features section from Companies/Edit (managed exclusively
  via Subscription & Features page)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-26 10:34:50 -04:00
spouliot 3899860c1f Fix PlatformSettings insert collision in AddAiCatalogPriceCheckGating migration
Replace InsertData (hardcoded ID 9) with raw IF NOT EXISTS SQL so the
migration is safe on environments where ID 9 is already taken.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-26 09:30:28 -04:00
spouliot f03a198e79 Make AiCatalogPriceCheckEnabled a plan-override toggle
Company-level toggle now grants access regardless of plan tier, checked
before the plan gate. Useful for enabling the feature on individual
Pro/Basic companies without upgrading their plan.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-26 08:41:27 -04:00