Commit Graph

17 Commits

Author SHA1 Message Date
spouliot 1a44133a63 Remove ShopWorker entity and migrate worker identity to ApplicationUser
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>
2026-05-15 20:32:32 -04:00
spouliot d5ad9fa073 Add KioskIntakeOutput company setting and fix kiosk submission bugs
- New CompanyPreferences.KioskIntakeOutput setting ("Quote" default / "Job"): controls
  what the kiosk creates on submission; shown as a card-style radio toggle in
  Company Settings → Kiosk tab
- KioskSession.LinkedQuoteId added so quote-first sessions link back to the draft quote
- Migration AddKioskIntakeOutputSetting applies both schema changes
- ProcessSubmissionAsync branches on setting: creates Draft quote (quote-first) or
  Pending job (job-first); save order fixed (CompleteAsync before using DB-assigned Id as FK)
- Terms.cshtml pricing paragraph is now dynamic: "subject to formal quote" for Quote mode,
  "team member will reach out about pricing" for Job mode
- Customer Intakes list: "View Quote" button appears when LinkedQuoteId is set
- Notification label fixed: Remote sessions now say "Remote Intake", not "Walk-in Intake"
- Inactivity reset shortened to 45 s on intake steps
- Signature pad: hosted locally (no CDN), canvas resize deferred via requestAnimationFrame
- AI photo upload: client-side compression to ≤1200px + AbortController 120 s timeout
- Help article and AI knowledge base updated with kiosk feature

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-13 22:35:37 -04:00
spouliot 6a918c2afc Add invoice SMS notifications and customer intake kiosk
Invoice SMS:
- Send Invoice modal now prompts Email/SMS/Both based on customer contact data
- New /invoice/{token} customer-facing view page with full line items and pay button
- PublicViewToken (permanent) added to Invoice; separate from expiring PaymentLinkToken
- InvoiceSent SMS default template added; customizable via Notification Templates settings
- {{viewUrl}} placeholder documented in template editor

Customer Intake Kiosk:
- Tablet kiosk flow: Contact → Job → Terms/Signature → Confirmation
- Remote link mode for off-site customers (lighter form, no signature)
- KioskHub (AllowAnonymous SignalR) for staff-to-tablet push without login
- Staff activates tablet via cookie; sends remote link manually
- Submitted sessions create Customer + Job automatically; fires in-app notification

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-13 16:25:27 -04:00
spouliot 9a52e7fae5 Ad-hoc quote email, accounting improvements, AI lookup fix, and misc service updates
- 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>
2026-05-08 20:48:00 -04:00
spouliot 0d980e651a Add pricing breakdown and powder pre-fill to Job Details; surface voided invoice history
- Job Details: collapsible internal pricing breakdown card mirrors quote details breakdown
  (items subtotal, shop supplies, discount, rush fee, tax, total)
- Job Details: voided invoice history section shows previous invoices instead of hiding them
- Complete Job modal: pre-fills powder usage from QR-scanned / manually logged entries so
  staff don't double-log; consumes pre-logged credit per InventoryItemId before deducting net delta
- JobProfile: map ShopSuppliesAmount, ShopSuppliesPercent, IsRushJob, DiscountType/Value/Reason
  so the pricing breakdown has the data it needs

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-08 20:47:44 -04:00
spouliot 3278152d83 Fix invoice re-creation after void; add payment terms selector and shop supplies line
- 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>
2026-05-08 20:47:34 -04:00
spouliot 90f93b6e2f Fall back to ProspectEmail for CustomerEmail on prospect quotes
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>
2026-05-06 21:31:12 -04:00
spouliot e3c76ce7ce Fix missing customer contact fields on QuoteDto mapping
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>
2026-05-06 20:14:38 -04:00
spouliot acbd9f60be 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>
2026-05-06 17:32:08 -04:00
spouliot 20ae11be03 Commit remaining unstaged changes from this session
- Platform settings service: IPlatformSettingsService, PlatformSettingKeys,
  PlatformSettingsService, SubscriptionService, AppConstants,
  SubscriptionExpiryBackgroundService, SubscriptionMiddleware
- JobTimeEntry entity, DTOs, AutoMapper profile (ShopWorker → UserId migration)
- InventoryDtos: SourceTransactionId on PowderUsageLogDto
- InventoryTransactionRepository: include Job.Customer in ledger query
- InventoryAiLookupService: @graph unwrap + HTML price fallback
- ApplicationDbContextModelSnapshot: reflect migration changes
- launchSettings.json, publish profile

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-05 21:20:30 -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 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 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 00bf8a4cd0 Add catalog item images with thumbnail preview in wizard
Each catalog item now supports one optional image (jpg/jpeg/png/gif/webp,
max 10 MB). Uploading generates a 200x200 JPEG thumbnail automatically via
SixLabors.ImageSharp. Images are stored in Azure Blob Storage under a new
catalogimages container, keyed by {companyId}/catalog/{itemId}/.

- CatalogItem entity: ImagePath + ThumbnailPath (nullable string fields)
- Migration: AddCatalogItemImages applied
- ICatalogImageService / CatalogImageService: upload, thumbnail generation,
  delete; old blobs replaced atomically on re-upload
- CatalogItemsController: Create/Edit accept optional IFormFile image;
  Image(id, thumbnail) action serves blobs with [Authorize] so wizard users
  can load thumbnails without CanManageProducts policy
- Catalog index (_CategoryNode): 40x40 thumbnail (or placeholder icon)
  left of each item name
- Details view: image card in right column with click-to-full-size link
- Create/Edit views: file picker with live preview; Edit shows current
  thumbnail with Remove checkbox
- Wizard (item-wizard.js): thumbnails in product list with hover preview
  that follows the cursor (showCatalogPreview / moveCatalogPreview);
  fixed Bootstrap d-flex !important bug that broke the filter box by
  moving flex layout to an inner wrapper div

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-25 09:33:59 -04:00
spouliot 4153acf3aa Add facility overhead (rent + utilities) to operating costs and pricing engine
Adds MonthlyRent, MonthlyUtilities, and MonthlyBillableHours to CompanyOperatingCosts so fixed shop occupancy costs are recovered on every quote. The pricing engine converts these into a per-hour rate and applies it as a transparent "Facility Overhead" line between oven batch cost and shop supplies. UI added in Company Settings Operating Costs tab and Setup Wizard Step 3; migration AddFacilityOverheadFields applied. Help docs and AI knowledge base updated to cover the new fields and the revised quote pricing calculation order.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-24 19:35:00 -04:00
spouliot 8d94013895 Add AI Quick Quote widget and inline customer reassignment
- New AI Quick Quote floating button: staff type a verbal description to
  get an instant price estimate for phone/walk-in customers; detected
  color names are fuzzy-matched against inventory for stock status;
  saves draft quote under a Walk-In / Phone customer with one click
- Inline customer change on Quote Details and Job Details: always-visible
  native select with inline confirmation banner (no TomSelect dependency);
  ChangeCustomer AJAX endpoints on QuotesController and JobsController
- Quote Edit page: customer dropdown is now editable (lock removed)
- Fix AutoMapper missing CatalogCategory -> UpdateCategoryDto mapping
  that caused a crash on the catalog category Edit page
- Help docs and AI knowledge base updated for all three features

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-24 17:02:03 -04:00
spouliot 63e12a9636 Initial commit 2026-04-23 21:38:24 -04:00