- Inventory: location filter dropdown + Print Bin page (line #, name, color, SKU)
- Fix: Prismatic Powders QR scan now extracts manufacturer/SKU/color from URL path
and uses full LookupAsync pipeline instead of relying on page fetch alone
- Fix: iOS Safari 'Login / data Zero KB' download -- add OnRejected HTML response to rate limiter
- Fix: mobile session logout -- ConfigureApplicationCookie with 30-day MaxAge persistent cookie
- Help: new 'Location Filtering & Bin Print' section in Inventory help article
- Help: HelpKnowledgeBase updated with bin filter and print bin details
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Allow description, quantity, and price to be edited inline on Quote,
Job, and Invoice details pages without re-opening the wizard. Coating
and prep service rows remain read-only by design. Invoice editing is
gated to Draft/Sent/Overdue statuses; totals update live in the DOM.
Remove receipt_email from Stripe PaymentIntent creation so customers
can use any email they choose at checkout — Stripe validates format
and sends the receipt to whatever the customer enters in the Payment
Element, eliminating the risk of a stored email mismatch blocking a
payment from processing.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Appointment reminders: add AppointmentReminderBackgroundService (60s poll), ReminderSentAt
dedup stamp, NotifyAppointmentReminderAsync sends both customer email and creator staff email;
AppointmentReminderStaff notification type + default template added; DateTime.Now used instead
of UtcNow to match locally-stored ScheduledStartTime; ToLocalTime() double-conversion removed
- NoExtraLayerCharge not persisted: flag existed on CreateQuoteItemCoatDto and was used by
pricing engine but never written to JobItemCoat/QuoteItemCoat entities — every edit reset it
to false and re-applied the extra layer charge; added column to both entities (migration
AddNoExtraLayerChargeToCoats), both read DTOs, all 3 JobItemAssemblyService overloads,
JobItemCoatSeed inner class, and existingItemsData JSON in all 5 wizard views; fixed JS
template path that hard-coded noExtraLayerCharge: false
- Coat notes not visible: notes were rendered in desktop job details but missing from the wizard
item card summary and the mobile card view; both fixed
- Scroll position lost on item save: sessionStorage save/restore added to item-wizard.js owner
form submit handler; path-keyed so cross-page navigation does not restore stale position;
requestAnimationFrame used for reliable mobile scroll restoration
- Invoice Send dead button: #sendChannelModal was gated inside @if (isDraft) but the button
targeting it fires for Sent/Overdue invoices too when customer has both email and SMS; modal
moved outside the Draft guard
- InitialCreate migration added for fresh database installs; Baseline migration guarded with
IF OBJECT_ID check so it no-ops on fresh DBs; Razor scoping bug fixed in Customers/Index.cshtml
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Removes the ShopWorker and ShopWorkerRoleCost entities, all related DTOs,
mappings, controllers, views, and import/export paths. Worker identity is
now handled entirely through ApplicationUser with per-user LaborCostPerHour.
ShopWorkerRoleCosts table remains in production pending manual data migration.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Companies list and Company Health now hide Expired/Canceled accounts
whose subscription ended 14+ days ago; show/hide toggle via banner
- KPI cards on Company Health exclude churned tenants when hidden
- showChurned param threads through sort, pagination, search, and filter forms
- Powder catalog: fix missing UnitPrice on user-contributed entries;
add back-sync to fill catalog gaps on existing matches; wire
AiAugmentFromUrl and manual inventory Create into catalog contribute path
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Stripe payments/refunds/chargebacks now post DR/CR entries (PaymentController)
- Vendor credit void now reverses the posted GL lines (VendorCreditsController)
- Gift certificate issue/redeem/void post GL to account 2500 GC Liability;
FinancialReportService Trial Balance + Balance Sheet include GC liability and
breakage income; P&L shows deferred revenue deduction and breakage income line
- Customer deposits now post DR Checking / CR 2300 on record, reverse on delete;
invoice auto-apply uses DR 2300 / CR AR (not a second bank debit); draft
invoice delete reverses deposit-apply GL before the AR reversal
- Deposit.DepositAccountId column added; account 2300 seeded via migration
- InvoicesController.ApplyCredit now posts DR Sales Discounts / CR AR,
consistent with CreditMemosController.Apply
- IssueRefund (cash/card) posts DR AR / CR Bank and sets Refund.DepositAccountId;
refund modal gains a bank account selector hidden for store-credit path
- CancelRefund (cash/card) reverses the IssueRefund GL entries
- LedgerService GetAccountLedgerAsync + ComputePriorBalanceAsync now include
Refunds, CreditMemoApplications, VendorCreditApplications, GC Liability (2500),
and Customer Deposits (2300) so account ledger view and RecalculateAllAsync
produce correct balances
- Three EF migrations applied: SeedSalesDiscountsAccount, AccountingGapsPhase2,
AccountingDepositsGL
- Unit tests updated for new IAccountBalanceService constructor params (200/200)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Companies/Index:
- Added Health badge column (Healthy / At Risk / Critical / Never Active)
with the numeric score in a tooltip; computed from the same signals as
CompanyHealth/Index using the new shared CompanyHealthHelper
Companies/Details:
- Converted flat card layout to five tabs: Overview, Users, Subscription,
Onboarding, Health; URL hash is preserved so the active tab survives
page refresh and back navigation
- Subscription tab shows plan/status/dates with an expiry countdown and a
"Manage Subscription & Features" button to the full Manage page
- Onboarding tab shows wizard completion, milestone progress bar, and
first-activity dates (previously only on the standalone page)
- Health tab shows score gauge, risk badge, and individual risk signals
with a link through to the full CompanyHealth dashboard
- JS moved to wwwroot/js/companies-details.js (avoids inline-script failures)
Infrastructure:
- Extracted ComputeHealth / ToRiskLevel / ChurnRisk to CompanyHealthHelper.cs
(same Controllers namespace); CompanyHealthController delegates to it
- CompanyCountSummary extended with Jobs30Counts, Jobs90Counts, LastLoginDates
(3 extra GROUP BY queries scoped to the current page IDs, not all companies)
- CompanyListDto gains HealthScore, HealthRisk, LastLoginDate
Navigation:
- Removed "Onboarding Progress" hub card from People & Activity; the data
is now surfaced directly on the Companies/Details Onboarding tab
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- add grouped platform admin hub pages, view models, and shared card UI\n- simplify the super admin nav and dashboard quick links around the new hubs\n- fix the AiQuoteService EstimatedMinutes assignment so the infrastructure project builds cleanly
Two bugs caused AI estimates to collapse to the shop minimum floor:
1. Coating rate with no guard: when a shop hadn't calibrated their
coating gun (rate = 0), the prompt injected '~0 sqft/hr' paired
with 'MUST use shop-specific rates' — Claude returned near-zero
estimatedMinutes, zeroing labor cost and triggering the floor.
Fixed to mirror the existing blast-rate guard: rate=0 now sends
a fallback instruction to use conservative industry-average times.
2. Per-item minutes divided by quantity: both the system prompt and
user prompt explicitly tell Claude to return estimatedMinutes 'per
single item', but CalculatePricingPreview() was dividing by qty
anyway. For qty > 1 this halved (or more) the labor cost, again
pushing toward the floor. Removed the incorrect divide.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- AppConstants: add Accountant to CompanyRoles; add CanManageBills and
CanManageAccounting to Policies
- ApplicationUser: add CanManageBills and CanManageAccounting bool fields
- UserManagementDtos: expose new fields in all three DTOs
- ClaimsPrincipalFactory: emit ManageBills and ManageAccounting claims
- Program.cs: add CanManageBills and CanManageAccounting policies;
update CanManageInvoices, CanViewReports, CanManagePurchaseOrders,
and CanManageVendors to auto-pass for Accountant role
- BillsController: replace CanManageInventory with CanManageBills on
all write actions (correct policy — bills are not inventory)
- BankReconciliationsController: replace CanManageJobs with
CanManageAccounting on write actions
- CompanyUsersController: add Accountant to validCompanyRoles (both
Create/Edit), legacyRole switch, and all permission assignment blocks
- Create/Edit views: add Accountant option to role dropdown; add
CanManageBills and CanManageAccounting checkboxes; JS auto-checks
financial permissions when Accountant role is selected
- Migration AddAccountantRolePermissions: adds columns + backfills
CanManageBills=1 and CanManageAccounting=1 for all CompanyAdmin users
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Feature 7: Bank Rec Auto-Match — AiSuggestMatches endpoint scores uncleared
transactions vs statement ending balance; AI Auto-Match panel in Reconcile.cshtml
with confidence highlights and Apply All button.
Feature 8: Late Payment Prediction — PredictLatePayments endpoint scores open AR
customers by risk (high/medium/low) using historical avg-days-to-pay + late rate;
rendered as badge table in AR Aging view via ar-aging-ai.js.
Feature 9: Natural Language Financial Queries — FinancialQuery GET page + RunFinancialQuery
POST; 12-month context snapshot pre-loaded; answers grounded in real data with
supporting facts, follow-up suggestions, session history, and example chips.
Feature 10: Recurring Bill Detection — RunRecurringDetection scans 12 months of bills
for vendor payment patterns (monthly/quarterly/annual); card grid view in Bills/RecurringDetection.cshtml
with confidence badges, next-expected-date, and suggested actions.
Supporting: 4 new DTO groups in AccountingAiDtos.cs, 4 method signatures in
IAccountingAiService.cs, 4 implementations in AccountingAiService.cs, 4 new
AiFeatures constants, 2 new Landing page AI report cards.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- JournalEntry + JournalEntryLine entities with Draft/Posted/Reversed lifecycle
- JournalEntryStatus enum (Draft, Posted, Reversed)
- Migration AddJournalEntries: two new tables with self-referencing reversal FK
- IUnitOfWork/UnitOfWork wired with JournalEntries + JournalEntryLines repos
- ApplicationDbContext: DbSets, tenant query filters, reversal FK config
- LedgerService: JE lines added as 10th source in GetAccountLedgerAsync and ComputePriorBalanceAsync
- JournalEntriesController: Index (All/Draft/Posted tabs), Create, Details, Post, Reverse, Delete
- Views: Index, Create (dynamic balanced line grid with running debit/credit totals), Details
- journal-entry-create.js: dynamic line management with balance indicator
- Nav: Journal Entries added to Finance section in _Layout
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>
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>
- 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>
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>
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>
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>
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>
- PWA: manifest.json + minimal service worker so iOS/Android persist camera
permission after "Add to Home Screen"; theme-color and apple meta tags in layout
- PWA icons: 192x192 and 512x512 from transparent PCL logo; updated pcl-logo.png
- AI pricing: apply AdditionalCoatLaborPercent per extra coat on AI items,
matching the calculated-item path (was ignoring extra coats entirely)
- AI wizard: live price recalc when coats are added/removed; session-expiry
errors now show a clear "refresh and sign in" message instead of raw HTTP status;
smooth-scroll to follow-up/results sections on AI response
- Catalog lookup: exclude SKUs already in company inventory from results;
pass currentId on edit so own entry still appears; vendor-scoped search
with cross-vendor fallback; result count shown in multi-match modal
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
After the main AI lookup and catalog search, if CureTemperatureF or
CureTimeMinutes is still null but a TDS URL was found, fetch that page
and ask Claude to extract just the cure schedule.
- IInventoryAiLookupService.FetchTdsCureSpecsAsync: new interface method
- InventoryAiLookupService.FetchTdsCureSpecsAsync: fetches the TDS URL via
the existing FetchPageAsync pipeline (JSON-LD + doc-link extraction, HTML
stripping). If the page is a PDF or unreachable, returns Success=false
silently so no error surfaces in the UI. Otherwise sends a small targeted
prompt that asks only for cureTemperatureF and cureTimeMinutes and uses
MaxTokens=256 so the call is fast and cheap.
- InventoryController.ScanLabel: after catalog lookup, computes the resolved
cure values (catalog preferred over AI result). If either is null and a
TDS URL exists, calls FetchTdsCureSpecsAsync and merges any newly found
values back into aiResult before building the JSON response.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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>
- 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>
- 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>
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>
- 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>
- 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>
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>
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>
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>
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>
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>
Rather than relying on reactive 65s retries, each semaphore slot is held
for at least MinBatchIntervalSeconds (20s). With 2 concurrent slots that
limits throughput to ~3 batches/min × ~2k tokens = ~6k output TPM,
safely under the 8k/min limit.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Haiku has generous rate limits so parallelism is safe again. Retry
logic catches any 429s. Progress estimate updated to ~8s per wave.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Testing Haiku 4.5 for catalog price analysis — structured JSON output
with explicit rules is well within its capabilities. Revert to Sonnet
if result quality is insufficient.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Tier 1 Anthropic accounts are capped at 8,000 output tokens/minute on
Sonnet. 3 concurrent batches burst well past that, causing 429s.
- MaxConcurrentBatches: 3 → 1 (sequential prevents burst)
- Add retry: on rate_limit_error, wait 65s then retry up to 3 times
so the per-minute window resets before the next attempt
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Item name + category path give Claude sufficient context for surface area
estimation. Descriptions add input tokens without meaningfully improving
verdict quality.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Skip $0-priced items (placeholders/category headers) in RunAiPriceCheck
- Build full category path (e.g. "Cerakote > Firearms") via BuildCategoryPath
so Claude receives coating-type context — Cerakote pricing differs significantly
from standard powder coat
- Update AI system prompt to instruct Claude to use the category path when
determining process type, equipment, cure times, and market rates
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
500-item catalog was making 50 sequential API calls, causing progressive rate-limit
throttling (explains "super slow towards the end") and ~$3 in credits.
- BatchSize: 10 → 25 (word limits are in place; 25 items × ~80 tokens ≈ 2000
output tokens, well within MaxTokens=8192 — the original truncation cause)
- Run up to 3 batches concurrently via SemaphoreSlim(3) — independent API calls
with no shared state, so no growing context issue
- For a 500-item catalog: 50 sequential calls → 20 calls in ~7 parallel waves,
roughly 4× faster and 60% cheaper
- Dropped unused `costs` param from AnalyzeBatchAsync (system prompt has all costs)
- JS progress timing updated to reflect parallel waves
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
spouliot