Commit Graph

14 Commits

Author SHA1 Message Date
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 2cfe093780 Share Mark Complete modal as partial view; hide install button after PWA install
- 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>
2026-05-06 19:55:37 -04:00
spouliot bbedaedeaa Redirect board COMPLETED drop to Details page for full completion flow
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>
2026-05-06 17:54:13 -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 2e73cfab54 Miscellaneous UI and pricing updates from prior sessions
- PricingCalculationService: powder coverage and specific gravity math fixes
- Dashboard/Index: minor widget updates
- Jobs/Details, Jobs/Intake: shop floor and intake view improvements
- Quotes/Details: detail view updates
- GiftCertificates/Details: detail view update
- job-photos.js: photo gallery improvements

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-06 12:27:37 -04:00
spouliot c45a6826bd Fix time entry 500 and inventory edit pencil visibility
- 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>
2026-05-05 21:46:05 -04:00
spouliot 03d3f57f7b Fix time entry workers, powder usage logging, inventory edit, and mojibake
- JobTimeEntry: migrate to UserId/UserDisplayName; make ShopWorkerId nullable
  (migration MigrateTimeEntriesToUserId)
- Log Time modal: populate worker dropdown from Identity users instead of
  ShopWorkers; fix ShopMobile view same issue
- Inventory Ledger: scan-based JobUsage transactions now appear in
  Powder Usage By Job tab (synthesized from InventoryTransaction)
- Inventory Ledger: add Edit button for JobUsage transactions; new
  GetUsageForEdit + EditUsageTransaction endpoints; inventory-ledger.js
- InventoryTransactionRepository: include Job.Customer for ledger queries
- InventoryAiLookupService: handle JSON-LD @graph wrapper (Columbia
  Coatings / WooCommerce+Yoast); add HTML price snippet fallback
- Fix mojibake in 9 views: â†' → →, âœ" → ✓, âš  → ⚠

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-05 21:05:37 -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 9221fcc783 Add quote-changed banner with re-sync to job details
When a source quote is edited after a job was created from it, the job
details page now shows a warning banner with the date of the change and
a link to the quote. Two actions are offered:

- Re-sync from Quote: replaces all job items, coats, prep services, and
  pricing from the current quote. Only available while the job is still
  in a pre-production status (Pending, Quoted, Approved); hidden once
  shop work has started (InPreparation or beyond).
- Dismiss: acknowledges the change without altering the job, clearing
  the banner by advancing the stored snapshot timestamp.

Implemented via Job.QuoteSnapshotUpdatedAt (new nullable column), set at
quote→job conversion time. The banner fires when quote.UpdatedAt exceeds
this baseline. Migration: AddJobQuoteSnapshotUpdatedAt.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-29 18:02:46 -04:00
spouliot 8aae30765f Onboarding overhaul: slim wizard, progress widget, guided activation UX
Setup Wizard: reduced from 10 steps to 5 (Company Info → QB Migration →
Pricing Defaults → Named Ovens → Notifications). Removed Doc Numbering,
Job Settings, Payment Terms, Pricing Tiers, and Team Members steps — these
all have sensible defaults and are accessible any time in Company Settings.
Wizard now completes in ~5 minutes instead of 15–20.

Dashboard progress widget (new): "Get the most out of your shop" checklist
appears for Company Admins after wizard completion. Tracks six post-setup
activation tasks with dynamic progress badge, motivating subtitle copy,
collapsed-state persistence via localStorage, and a full completion state
("Your shop is fully set up 🎉") that replaces the checklist at 100%.
The next recommended step is highlighted with a solid CTA button and a
subtle blue row tint. Completed steps show encouraging green subtext instead
of just "Done". Widget disappears from controller when AllDone would have
caused a silent vanish — now renders the completion state instead.

Guided activation (Daily Board): rewrote the BoardIntroStep callout to lead
with "This is your shop in real time" and a plain-English description of the
board's purpose. Added a separate InstructionText field to
GuidedActivationCalloutViewModel so the "Move this job to the next stage"
action prompt renders as a distinct bold line with an arrow icon rather than
being buried in the body copy. After the stage change, the confirmation
callout now reads "Nice — your workflow just updated" to reinforce what just
happened before prompting the invoice step.

All copy passes the "shop owner, not SaaS" test: no technical jargon,
benefit-driven descriptions, natural language throughout.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-28 21:10:47 -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 4f976b1332 Require auth on all work order QR codes and add top view QR
- StatusBump (GET + POST) now requires authentication; routes by job ID
  instead of anonymous ShopAccessCode GUID; records actual user name in
  status history instead of anonymous token string
- WorkOrder action generates a second "View Job" QR in the header linking
  to the authenticated Details page (for verifying specs and seeing catalog
  images on mobile); status bump QR updated to ID-based URL
- WorkOrder view: top QR added to header alongside job number; status bump
  label updated (removed "no login required" copy)
- StatusBump view: updated form routing from asp-route-token to asp-route-id
- HelpKnowledgeBase and Jobs help article updated with two-tier QR docs

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-25 13:27:43 -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