Commit Graph

6 Commits

Author SHA1 Message Date
spouliot 9367e358d9 Add Project Name field to invoice create and edit forms
Stores ProjectName on the Invoice entity (previously only inherited from the
linked job at display time). Pre-fills from the job when creating from a job.
Migration: AddInvoiceProjectName.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-09 08:50:02 -04:00
spouliot 94e536178c Add optional Project Name field to quotes, jobs, and printed documents
- Add ProjectName (nvarchar 100, nullable) to Quote and Job entities;
  migration AddProjectNameToQuotesAndJobs applied
- Add ProjectName to all relevant DTOs: QuoteDto/Create/Update,
  JobDto/List/Create/Update, InvoiceDto (mapped from Job.ProjectName
  via AutoMapper so the invoice PDF picks it up without a separate column)
- Form field added after Customer PO in Quote Create/Edit and Job Create/Edit
- CreateJobFromQuote copies ProjectName from quote to job automatically
- Details views (Quote and Job) display Project when set
- Printable quote PDF: Project row in the quote details block
- Work order: Project row in customer/job info section
- Invoice PDF: Project shown in the Job Reference block alongside Job # and PO #

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-08 14:48:28 -04:00
spouliot b241daf15e Add packing slip PDF to invoice details page
Generates a no-price packing slip (items, color, qty + signature line) via
QuestPDF. New DownloadPackingSlip action reuses existing invoice data pipeline;
Packing Slip button opens inline in a new tab same as Print/PDF.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-20 16:52:46 -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 d94612cc9c Fix 4 post-review issues found in accounting module audit
- Drop orphan VendorCreditId1 column from VendorCreditApplications (was
  scaffolded by EF because WithMany() lacked inverse navigation name;
  fixed WithMany() → WithMany(vc => vc.Applications) in ApplicationDbContext)
- Wire EarlyPaymentDiscount fields through full data path: added
  EarlyPaymentDiscountPercent/Days to CreateInvoiceDto, hidden inputs to
  Invoice Create view, and JS to populate from customer AJAX response
- Add missing [HttpGet] attribute to TaxRatesController.Index
- Document GenerateNow architecture exception with XML rationale

Migration DropOrphanVendorCreditId1 applied. Build: 0 errors, 168 warnings.
Unit tests: 200/200 passing.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-10 11:32:44 -04:00
spouliot 63e12a9636 Initial commit 2026-04-23 21:38:24 -04:00