When powder is consumed via a job (JobsController) or scan (InventoryController.LogUsage),
debit the item's CogsAccountId and credit its InventoryAccountId for the cost of the
quantity consumed (using AverageCost if available, else UnitCost). No-op when either
GL account is not configured on the InventoryItem.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- AP Aging report (GetApAgingAsync, controller actions, view, PDF export)
mirrors AR Aging — groups open bills by vendor, buckets by days past due date
- Trial Balance report (GetTrialBalanceAsync, view, PDF export)
uses Account.CurrentBalance, groups by AccountType, validates debits == credits
- Cash vs Accrual accounting method setting on Company entity
switchable at any time — report-time only, no GL re-posting on change
P&L cash: revenue = payments received; expenses = bills/expenses paid in period
Balance Sheet cash: omits AR and AP lines (no receivables/payables concept)
AccountingMethod badge shown on P&L and Balance Sheet views
- Migration A (AddAccountingMethod) applied, default = Accrual for all existing companies
- AP Aging and Trial Balance added to Reports Landing page
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- AccountingDropdownHelper: wired into BillsController and ExpensesController,
replacing 35-40 lines of duplicated DB queries per controller
- AppConstants.StatusCodes: added Job.* and Quote.* constants to replace all
magic status strings across Jobs, Quotes, Appointments, OvenScheduler,
AiQuickQuote, QuoteApproval, and AccountingDropdownHelper
- AccountingRules: extracted IsNormalDebitBalance into shared Infrastructure
helper; removed duplicate private method from AccountBalanceService and
LedgerService (~50 lines deleted)
- AccountDataExportController: extracted 9 Fetch*Async methods (superset of
includes) so Add*Sheet and Build*Csv no longer duplicate DB queries; each
entity is queried once regardless of whether XLSX or CSV format is requested
- BillsController.Create and ExpensesController.Create wrapped in
ExecuteInTransactionAsync; blob uploads moved after commit to keep
financial data atomic and prevent orphaned blobs from rolling back
- Number generators (Appointments, CreditMemo, OvenBatch) fixed from full-table
GetAllAsync to prefix-filtered FindAsync
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Non-terminal jobs scheduled for past dates now appear in a red 'Carried
Over' section at the top of today's board so they can't silently disappear.
Also added alert-permanent to the board tip so the layout doesn't auto-dismiss it.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
AccountSubType.Cash was not included in IsNormalDebitBalance in both
AccountBalanceService and LedgerService, causing Cash accounts to be
treated as credit-normal. Payments deposited to a Cash account were
debited in the wrong direction, producing a negative balance.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- 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>
- Voided invoices no longer block creating a new invoice for the same job: voided invoice's
JobId FK is cleared so the unique index slot is freed for the replacement
- Invoice Details view shows voided invoices as history rather than hiding them
- Payment terms: standardized SelectList (Due on Receipt, Net 15/30/45/60/90, 2% 10 Net 30,
COD) with custom-term preservation; invoice-due-date.js auto-updates Due Date on term change
- Shop supplies on direct (no-quote) jobs: InvoicesController derives the shop supplies line
from the company rate when the job has no source quote to read the pre-agreed amount from
- Job entity: ShopSuppliesAmount + ShopSuppliesPercent fields preserved through job lifecycle
- Migration: AddShopSuppliesAmountToJob
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- InventoryItem.IsIncoming: marks powder ordered but not yet received; enables QR code
printing on work orders while the shipment is in transit
- InventoryController.CreateIncomingFromCatalog: POST endpoint creates a 0-balance inventory
record from a PowderCatalogItem and returns it in wizard-compatible shape
- item-wizard.js: custom coat tab now searches the platform powder catalog as a fallback;
catalog results show an 'Add as Incoming Order' option; createIncomingFromCatalog POSTs
to server and selects the new item without a page refresh
- QuoteItemCoatDto: CatalogItemId + AddAsIncoming fields so the wizard can signal server-side
incoming-item creation during quote save
- Inventory Create/Edit/Index views: IsIncoming badge and field
- IInventoryAiLookupService: minor interface update
- Migration: AddInventoryIsIncoming
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Quote entity: ProspectSmsConsent (bool) + ProspectSmsConsentedAt (DateTime?) fields
- QuoteDtos: consent fields on Create/Update/Convert DTOs with TCPA guidance text
- Quote Create/Edit views: SMS consent checkbox shown when mobile number is entered
- Quote ConvertToCustomer view: staff must re-confirm consent carries over to customer record
- QuoteApproval: consent state exposed in ViewModel and ApprovalPage for transparency
- Consent timestamp cleared when prospect quote is linked to an existing customer
- Migration: AddProspectSmsConsent
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Customer entity + DTO: new BillingEmail field (accounting/invoicing address)
- Email fields now accept comma-separated lists; DTO validates each address individually
- NotificationService: SendToEmailListAsync helper fans out to all addresses in a list;
NotifyQuoteSentAsync accepts optional overrideEmail so staff can send to an ad-hoc address
- Migration: AddCustomerBillingEmail
- Customer Create/Edit/Details views updated to show Billing Email field
- customer-billing-email.js: client-side helpers for billing email input
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Prospect quotes have no CustomerId so Customer is null — email is stored
in ProspectEmail directly on the quote. The send-button visibility check
was always seeing null and showing the 'no contact info' warning.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- CreateJobFromQuote now sets QuoteStatusId to CONVERTED after creating the job
- Added ConvertedToJobNumber to QuoteDto, populated in Details action
- 'View Job' button on Quote Details now shows the job number (e.g. 'View Job JOB-2505-0001')
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
CustomerEmail, CustomerMobilePhone, CustomerNotifyBySms, and
CustomerNotifyByEmail were added to QuoteDto but never mapped in
QuoteProfile, causing the email/SMS visibility logic on Quote Details
to always see null and show the 'no contact info' warning.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Extract _CompleteJobModal.cshtml partial; Details.cshtml uses PartialAsync
- Job board COMPLETED drop fetches partial via AJAX and shows modal in-place
- Add GET Jobs/CompleteJobModal action to load job data for the board modal
- install-app.js: persist installed state in localStorage; clears automatically when browser re-fires beforeinstallprompt after uninstall
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Dragging a card to the Completed column on the job board previously called
MoveCard directly, skipping email/SMS notifications, CompletedDate, powder
deduction, and the completion modal entirely.
Now detects the COMPLETED status code on the target column, reverts the
visual drag, and navigates to the job Details page with #completeModal in
the hash. Details.cshtml auto-opens the Mark Complete modal on arrival,
so the user goes through the same code path as the Complete Job button.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- 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>
QuoteDeclinedByCustomer was used for both approve and decline responses,
so approval notifications showed the wrong type in the log. Added a distinct
QuoteApprovedByCustomer = 16 enum value, wired up the correct type in
NotificationService, added default templates in both the service fallback
dictionary and SeedData, and updated placeholder hints in CompanySettings.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
The SMS path was sending the message but never updating QuoteStatusId or
SentDate, leaving the quote in Draft. Now mirrors the email send path:
transitions Draft → Sent and stamps SentDate on first send only.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Non-commercial individuals have their full name stored in both CompanyName
and ContactFirstName/ContactLastName, causing the PDF to render the name
twice. Skip the company name line when it matches the assembled contact name.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
The flag should default off (catalog DefaultPrice used as-is) but remain
functional so users can opt in when a job needs exceptional prep time
(e.g. 120-min outgassing vs. the typical 30 min baked into the catalog price).
Previous commit removed this entirely — restoring with correct default behavior.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Catalog DefaultPrice is always the base price — removed the IncludePrepCost
gate that was adding prep service labor on top of catalog items. PrepServices
on catalog items exist for scheduling purposes only, not pricing.
Also fixed Razor syntax bug in Details.cshtml where @(expr).ToString("F1")
rendered the raw decimal followed by the literal string ".ToString("F1")"
instead of the formatted value.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
QuoteItem was missing IncludePrepCost, so the Edit GET always deserialized
it as true (DTO default). On save, prep service labor was added on top of
the catalog base price, silently bumping prices whenever any quote field
(e.g. oven cycle minutes) was changed without touching items.
Migration defaults new column to false for catalog items and true for
non-catalog items (matching the wizard's historical defaults).
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Quote.OvenCycleMinutes is nullable — null means 'use company default'.
The Details and DownloadPdf actions were converting null → 0 before passing
it to the view, so the pricing summary showed '× 0 min' even though the
oven cost was correctly calculated from DefaultOvenCycleMinutes.
Fix: resolve null against operatingCosts.DefaultOvenCycleMinutes in both
controller actions (DownloadPdf now loads operating costs for this). Added
a defensive > 0 guard in the view so the minutes clause is omitted entirely
if it still comes through as 0.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Previously the quick quote omitted the oven charge entirely, so saved quotes
were under-priced relative to full quotes from the same items.
Pricing: CalculatePricing now calculates ovenBatchCost = (cycleMin/60) × OvenOperatingCostPerHour
using DefaultOvenCycleMinutes (fallback 50 min), then adds it to the total as a quote-level
charge matching how PricingCalculationService handles oven costs.
Save path: SaveQuickQuoteRequest gains OvenBatchCost + OvenCycleMinutes; the Quote record
now stores OvenBatchCost, OvenCycleMinutes, and Total = ItemsSubtotal + OvenBatchCost.
Display: results card shows a sub-line under the estimate price:
"incl. oven 1 batch 50 min: $12.00"
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
The banner fires when quote.UpdatedAt > job.QuoteSnapshotUpdatedAt. The
snapshot was captured before saving quote.ConvertedToJobId, so the EF
interceptor's automatic UpdatedAt stamp on that save always made the quote
appear newer than the snapshot — triggering the banner on every freshly
converted job even with no actual changes.
Fix: after saving ConvertedToJobId, re-stamp QuoteSnapshotUpdatedAt to the
quote's final UpdatedAt value and save the job once more. The snapshot now
includes the conversion write, so the comparison is equal (not "after") and
the banner stays hidden until the quote genuinely changes.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Overflow: replaced Bootstrap form-check with an explicit flex row so the
two-line label (title + subtitle) never bleeds outside the card boundary.
$0 pricing: when sandblast-only was toggled on an AI item, manualUnitPrice
was cleared and isAiItem set to false. The pricing engine then returned $0
because no prep services with minutes were configured. Fix: preserve the AI
price when toggling sandblast-only, and keep isAiItem=true so the server
routes through the AI-price path (manualUnitPrice) rather than trying to
recalculate from prep labor.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
PricingBreakdown was only populated when quote.Total > 0, but the Details
view unconditionally dereferences PricingBreakdown.ItemsSubtotal. Sandblast-
only quotes can legitimately have a $0 total (no powder/oven costs), leaving
PricingBreakdown null and crashing the Details render.
Removed the Total > 0 guard from both Details action overloads — always
populate PricingBreakdown from the stored snapshot fields (all values are 0
for an unpriced or sandblast-only quote, which is safe for display).
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Sandblast-only oven charge root cause:
renderCoatsList() is called on every step-3 render. When the sandblast-only
toggle was checked it cleared wz.data.coats to [], but renderCoatsList()
then saw an empty list and auto-called addCoatRow(), silently pushing a
Base Coat back into wz.data.coats. The server saw Coats.Any() = true and
included the item in the oven fraction calculation, producing an unexpected
oven batch charge. Fixed by bailing out of renderCoatsList() when
sandblastOnly is active, and added a matching safety net in
buildItemFromWizard() that forces coats:[] when sandblastOnly is true.
Also fixed sandblast-only toggle label overflow: subtitle span changed to
d-block so it wraps beneath the bold label instead of running inline.
Test fixes:
- DepositsController and GiftCertificatesController tests updated with the
required ICompanyLogoService mock parameter added to the logo fix commit.
- Two PricingCalculationServiceTests updated to include a coat entry on
each item, matching the service's updated requirement that only items
with coating layers are considered for oven fraction calculation.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Anthropic returns overloaded_error (HTTP 529) during high-demand periods.
Previously this failed immediately with a generic error. Now the service
retries Sonnet once after 5s, then falls back to Haiku (a separate
capacity pool) after another 3s before giving up. If all three attempts
are overloaded the user sees a clear "high demand" message rather than a
generic error. Non-overload errors still log at Error level.
Also consolidated AI wizard error display in item-wizard.js: photo upload
failures were using browser alert() while analyze failures used the inline
red alert bar. All errors now go through aiShowError() so they always
appear consistently as the red bar below the Analyze button. Removed the
alert() fallback from aiShowError() itself.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
When a tenant uploads a logo it is stored in Azure Blob Storage and
LogoData (the legacy DB byte[]) is cleared. All PDF controllers were
still reading the now-null LogoData, so logos never appeared on any
PDF after upload. Fixed by injecting ICompanyLogoService into all six
affected controllers (Quotes, Invoices, Deposits, GiftCertificates,
PurchaseOrders, CatalogItems) and loading the blob-stored logo first
before falling back to the legacy DB field.
Also added structured logging to the AI photo promotion path in
QuotesController Create/Edit POST so upload failures are visible in
production logs instead of silently swallowed.
Added onclick safety net to the Create and Edit quote submit buttons
so dynamically-injected hidden fields (AiPhotoTempIds) are written
before iOS Safari collects the form data on submit.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Invoice-basis report showing taxable vs non-taxable sales, tax billed
by GL account, monthly trend table/chart, and full invoice detail grid.
Non-taxable invoice rows shaded grey for easy scanning. Quick-preset
date buttons (This Month, Last Month, YTD, Last Year) for common filing
periods. CSV export formatted for accountants and tax-filing software.
Gated behind AllowAccounting() like other financial reports.
- SalesTaxReportDto + 3 supporting DTOs in FinancialReportDtos.cs
- GetSalesTaxReportAsync on IFinancialReportService + implementation
- GenerateSalesTaxReportPdfAsync on IPdfService + QuestPDF implementation
- SalesTax / SalesTaxPdf / SalesTaxCsv actions in ReportsController
- Views/Reports/SalesTax.cshtml with Chart.js monthly trend chart
- Landing page card added to Finance section
- HelpKnowledgeBase and Help/Reports.cshtml updated with full docs
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- PowderCatalogController: Create, Edit, ToggleDiscontinued actions; searchable/filterable/sortable Index with pagination; AiLookup and AiAugmentFromUrl endpoints backed by IInventoryAiLookupService
- New views: Create, Edit, _Form partial (with AI-assisted field population), overhauled Index grid with completeness quality badges and responsive mobile cards
- New ViewModels: PowderCatalogIndexViewModel, PowderCatalogFormViewModel, PowderCatalogListItemViewModel
- AI lookup improvements: SpecificGravity field added to InventoryAiLookupResult; ApplyPowderFallbacks derives CoverageSqFtPerLb from specific gravity when docs omit it; DefaultTransferEfficiency (65%) applied everywhere transfer efficiency is null
- powder-catalog-ai-lookup.js: client-side AI lookup and URL augment wiring for the catalog form
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Replaces the local filesystem path (which required IIS app pool write
access to inetpub\wwwroot\DataProtection-Keys) with SQL Server storage
via IDataProtectionKeyContext. Keys now survive deploys and IIS recycles
without any server-side folder permission setup.
Production continues to use Azure Blob Storage unchanged.
- Add Microsoft.AspNetCore.DataProtection.EntityFrameworkCore 8.0.11 to
Web and Infrastructure projects
- ApplicationDbContext implements IDataProtectionKeyContext
- Migration AddDataProtectionKeys creates DataProtectionKeys table
- Program.cs: non-production path uses PersistKeysToDbContext
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
When Storage:ConnectionString is configured (dev/staging servers), store
Data Protection keys in Azure Blob Storage (dataprotection-dev/keys.xml)
instead of the local filesystem. Local developer workstations without a
storage connection string continue to use the filesystem fallback.
Fixes UnauthorizedAccessException on the dev IIS server caused by the app
pool identity not having permission to create the DataProtection-Keys
directory after it was wiped during a deploy.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Remove parseInt() from time entry worker select — GUIDs were destroyed
to NaN → sent as null → FindByIdAsync(null) threw 500
- Ledger pencil: also show for Adjustment rows (no PO) so scan-without-job
entries get an edit button, not just JobUsage rows
- InventoryController: always write JobUsage type for scan-based logs;
accept Adjustment in edit endpoints; promote Adjustment→JobUsage when
a job is assigned via edit
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Companies with null StripeSubscriptionId are on trial and have no real
subscription income. They were being counted as paying Active/GracePeriod
customers, inflating MRR, ARR, plan distribution, and 12-month trend.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
GettingStarted: add 'Using on Mobile — Add to Home Screen' section covering
iOS Safari install flow, Android Chrome install, and PWA benefits (full-screen,
persistent camera permission). Includes Safari-required warning for iOS.
Inventory: add 'Catalog Lookup & Label Scanner' section covering smart catalog
search (filters out existing inventory, vendor-scoped with fallback), AI Lookup
fallback, camera label scanner (catalog-first then AI), and the add-stock prompt
when a scanned product is already in inventory.
HelpKnowledgeBase: sync both of the above for the AI Help Assistant, plus add
catalog lookup / label scanner detail to the INVENTORY section.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Shows a dismissible banner on mobile only, tailored to three cases:
- iOS + Safari: instructions to tap Share → Add to Home Screen
- iOS + other browser: tells user to open in Safari first (required for standalone)
- Android: instructions to tap menu → Install App / Add to Home Screen
Hidden when already running as standalone PWA, or after user dismisses it
(stored in localStorage so it stays gone). Explains camera permission benefit.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
spouliot