Commit Graph

3 Commits

Author SHA1 Message Date
spouliot 82fb48f7a5 Patch export/import for missing fields; add CustomerContacts export
- DataExportController + AccountDataExportController: add ProjectName to
  Jobs, Quotes, Invoices (XLSX + CSV); add LeadSource + ShipTo fields to
  Customers (XLSX + CSV); add CustomerContacts sheet/CSV (new)
- Both export views: add Customer Contacts checkbox (checked by default)
- CustomerImportDto: add LeadSource + ShipTo* fields
- JobImportDto: add ProjectName
- QuoteImportDto: add ProjectName
- InvoiceImportDto: add Project Name (dual-name alias for round-trip)
- CsvImportService: wire all new import fields to entity creation;
  also patch invoice update path for ProjectName
- Add scripts/purge_imported_data.sql (dry-run T-SQL for data cleanup)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-10 15:14:27 -04:00
spouliot 91a176ce5c Add Description field to job CSV import template
JobImportDto was missing Description despite Job entity having the field.
Downloadable template now includes a Description column; the importer maps
it directly to Job.Description with a fallback chain of Description ->
SpecialInstructions -> "Imported job".

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-25 23:41:58 -04:00
spouliot 63e12a9636 Initial commit 2026-04-23 21:38:24 -04:00