Commit Graph

155 Commits

Author SHA1 Message Date
spouliot 4ac62551f4 Fix online payment surcharge — input and validation based on total
The payment amount input was capped at BalanceDue (e.g. $5.00) but the
customer was being charged TotalWithSurcharge (e.g. $5.15), causing
validation to reject any attempt to pay the correct total amount.

Input now defaults to and accepts up to TotalWithSurcharge. On submit,
the JS back-calculates the base amount before sending to the server so
the server-side surcharge addition produces the same PaymentIntent total
that the Stripe Elements were initialized with — eliminating the
amount-mismatch error from Stripe on confirmation.

Also calls elements.update() when the amount changes so partial payments
don't cause an Elements/PaymentIntent amount mismatch.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-20 13:16:50 -04:00
spouliot 7fa385aeb8 Inline item editing on details pages; fix Stripe receipt_email
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>
2026-05-20 11:49:04 -04:00
spouliot 9b34ff564e Update AI assistant and help docs for recent changes
HelpKnowledgeBase:
- Jobs list: document On Floor default view and 5 filter pills (All/On Floor/Overdue/Ready/Completed) with global counts
- Creating a job: add Oven & Batch Settings step
- Completing a job: new entry explaining Complete Job modal, per-color powder grouping, QR scan credit
- Invoice from job: note that coat colors appear in line item descriptions

Help/Jobs.cshtml:
- Overview: mention On Floor default and filter pills
- Creating a job: add oven/batch settings step in the numbered list
- New "Completing a Job" section: modal fields, powder grouping by color, QR credit, SMS behavior
- Invoice from job step: mention coat color in line item descriptions
- Add "Completing a Job" to page nav

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-19 20:15:58 -04:00
spouliot 24f3df1bbc Jobs list defaults to On Floor; add Completed filter pill; fix encoding bugs
- /Jobs now redirects to ?statusGroup=active so completed jobs don't clutter the default view
- Add Completed pill (filters Completed + ReadyForPickup + Delivered)
- Pill badge counts are now global DB counts, not page-local item counts
- Ready pill badge now shows ReadyForPickup-only count
- All pill links to ?statusGroup=all to bypass the redirect
- Fix double-encoded &amp; in Completed filter alert label
- Fix corrupted em dash (â€") in Customers/Details billing email fallback text

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-19 20:11:33 -04:00
spouliot 551116d7e5 Mobile layout fix for Job Details items; coat color on invoice line items
- Job Details: hide desktop item tables on mobile (d-none d-lg-block) so only
  the existing mobile-card layout shows on small screens — prevents 20-line rows
  on a narrow phone display
- Invoices Create (ForJob path): load job item coats and derive ColorName from
  coat colors when the item itself has no explicit color set; multiple coats join
  as 'Color1 / Color2' — lets customers distinguish repeated items (e.g. multiple
  caliper sets) on the invoice

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-19 19:34:54 -04:00
spouliot df504674e9 Add oven/batch settings to job create and edit forms
CreateJobDto and UpdateJobDto now carry OvenCostId, OvenBatches, and
OvenCycleMinutes. The Create POST sets these on the new Job entity and
passes them to the pricing engine; the Edit GET populates them from the
existing job so the form reflects saved values, and the Edit POST writes
them back before repricing.

Both Jobs/Create.cshtml and Jobs/Edit.cshtml now include an Oven & Batch
Settings card (matching the quote form) with oven selector, batch count,
and cycle time inputs. The wizard init block now passes the selected
OvenCostId instead of null so live auto-pricing reflects the oven cost.

ViewBag.DefaultOvenCycleMinutes added to PopulateCreateEditWizardViewBagsAsync
so the placeholder in both views shows the company default.

Also fixed: NoExtraLayerCharge was missing from the Edit GET coat DTO
mapping (would have caused the flag to reset to false on next edit).

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-19 16:27:54 -04:00
spouliot 2bf8871892 Fix NoExtraLayerCharge persistence, appointment reminders, coat notes display, scroll restoration, and invoice Send dead-button
- 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>
2026-05-19 15:48:16 -04:00
spouliot dd4785b048 Fix empty-state button/text on list pages when search returns no results
Show 'Add Your First X' and onboarding copy only when the list is truly
empty. When a search or filter is active with no results, show 'Add X'
and 'No X match your search/filters' instead.

Affected: Customers (table + mobile views), Equipment, Inventory.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-18 18:49:23 -04:00
spouliot f380c152ca Promote job powders to top of Log Material dropdown
Powders already assigned to this job's coats appear under a 'This Job'
section header, then a divider, then 'All Inventory' — so the most
relevant choices are always one click away.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-16 21:49:46 -04:00
spouliot 79c8c7e6a4 Add manufacturer to Log Material item combobox
Shows manufacturer name as muted secondary text in each dropdown row
and includes it in the search filter, so users can find a powder by
brand when multiple items share a similar name.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-16 21:46:48 -04:00
spouliot 6cf355071b Replace Log Material item dropdown with searchable combobox
Inventory lists grow over time; a plain <select> becomes unusable. The
new combobox filters as you type, supports keyboard navigation
(Arrow/Enter/Escape), and shows current stock on selection — matching
the pattern used by the powder picker in the item wizard.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-16 21:41:14 -04:00
spouliot 0df2353d4f Complete Job modal: ask powder usage once per color, not per item/coat
The modal was showing one row per coat per item, so a job with 5 items
each with 2 coats of the same powder produced 10 identical input rows.

Now groups by unique InventoryItemId and shows one row per powder color
for the whole job. The controller distributes the entered total across
coats proportionally by their estimated PowderToOrder so per-coat
reporting data is preserved. A single inventory transaction is created
per powder (net of any pre-logged scan credit).

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-16 12:30:30 -04:00
spouliot be0a5b26e2 Update AI assistant and help docs for invoice and material logging changes
- HelpKnowledgeBase: invoice-from-job now mentions discount carried over,
  Discount Applied display row, and negative line items; new entry for
  PC-based Log Material modal on job details
- Help/Invoices.cshtml: from-job steps updated with discount/terms/due date
  pre-fill detail; sending section corrects due date source (quote/customer)
- Help/Jobs.cshtml: new "Logging Material Usage from a PC" section documenting
  the Log Material modal alongside the existing QR scan instructions

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-16 12:15:20 -04:00
spouliot 36680eced9 Add manual Log Material modal to job details page
PC users were blocked to QR scan only for logging material usage. Now a
"Log Material" button opens an inline modal with:
- Inventory item dropdown (name + unit of measure, current stock shown on select)
- Entry method toggle: "Amount Used" or "Amount Remaining" (computes used = onHand - remaining)
- Reason: Job Usage or Waste/Spillage
- Notes field
Submits via AJAX to Jobs/LogMaterial (new POST action) which mirrors the
InventoryController.LogUsage flow — updates QuantityOnHand, creates InventoryTransaction,
posts GL entries (DR COGS / CR Inventory). QR scan button retained as icon.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-16 12:10:54 -04:00
spouliot 27aa4e0ea6 Invoice create: show discount row in totals, allow negative line items
- Add "Discount Applied" display row (red, hidden when zero) between subtotal
  and tax so users can see the discount being deducted at a glance
- Remove min="0" from UnitPrice and TotalPrice inputs (server-rendered and JS
  template) so negative adjustment lines can be entered without form rejection

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-16 11:41:47 -04:00
spouliot 91a5dbe30c Reorganize Operating Costs tab into individual section cards
Replaces single large card with six labeled section cards (Rates & Costs,
Facility Overhead, Equipment, Pricing & Profit, Rush Charges, Complexity)
to reduce visual density and improve scannability.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-15 21:06:04 -04:00
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 3b5511a703 Fix corrupted Unicode characters and intake button rendering in Job Details
- Replace mojibake box-drawing chars (U+2500 encoded as Windows-1252) with
  plain ASCII dashes throughout all comments in Details.cshtml
- Fix intake button showing literal '&#10003;' text: the entity was inside a
  C# string so Razor HTML-encoded the '&'; switched to Html.Raw() so the
  checkmark renders correctly

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-15 16:43:36 -04:00
spouliot 09e077897b Fix quote preview not recalculating when tax-exempt customer is selected
When a customer was changed to/from a tax-exempt customer, the hidden
TaxPercent field was correctly updated to 0 but the live pricing preview
was not re-run, so the display showed a stale total with tax applied.
Selecting a tax-exempt customer now immediately triggers a recalc so
the on-screen total matches the amount that will be saved.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-15 15:58:20 -04:00
spouliot 226a6237a6 Fix corrupted Unicode characters in Jobs/Details.cshtml
All � replacement characters replaced with correct HTML entities
(&mdash;, &ndash;, &bull;, &times;, &hellip;) and restored a
corrupted class attribute with missing double quotes on the Intake button.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-15 09:51:00 -04:00
spouliot cf6acc125f Complete mobile card view coverage for all remaining pages
- CSS fix: change blanket .table-responsive hide to only trigger when
  a .mobile-card-view sibling exists (.mobile-card-view ~ .table-responsive
  and :has() rule) — auto-fixes 60+ forms/reports/detail/help pages that
  were showing blank on mobile by making their tables scroll instead
- Add mobile card views to remaining list pages:
  JobsPriority (overdue jobs, main board, maintenance sections)
  NotificationLogs (email/SMS log entries)
  AiUsageReport (per-company AI usage breakdown)
  GiftCertificates/BulkResult (batch certificate list)
  Inventory/SamplePanels (Need to Order + On Wall tabs)
  BannedIps (active bans + lifted/expired bans)
  OnboardingProgress (per-company activation funnel)
  ReleaseNotes/Manage (versioned changelog entries)
  StorageMigration/Results (file migration status list)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-14 23:31:38 -04:00
spouliot f467862877 Add mobile card views to 12 high-priority list pages
Pages were blank on phones because mobile-cards.css hides .table-responsive
below 992px. Added .mobile-card-view sections to: GiftCertificates, PurchaseOrders,
CreditMemos, VendorCredits, JournalEntries, Appointments, InAppNotifications,
BankReconciliations, FixedAssets, RecurringTemplates, SmsAgreements, SmsConsentAudit.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-14 23:07:52 -04:00
spouliot 7ad7d84016 Add mobile card views to Invoices and Intakes list pages
Both pages were blank on phones because mobile-cards.css hides .table-responsive
below 992px but neither page had a .mobile-card-view section. Added card-per-row
mobile layout to match the Customers page pattern — tappable cards with status
badges, key fields, and action buttons sized for touch.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-14 22:51:22 -04:00
spouliot 75b0a8afe2 Fix kiosk inactivity timer for remote sessions; make Intakes table mobile-responsive
Remote sessions (customer's phone) no longer get the 45-second inactivity redirect
that requires a KioskDevice cookie — would have landed them on an error page.
Intakes staff table hides non-essential columns on small screens so the primary
customer/status/actions columns are visible without horizontal scrolling.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-14 21:00:43 -04:00
spouliot 38748c2152 Add BatchId to GiftCertificate for persistent bulk batch tracking
BatchId (Guid?) is stamped on every certificate in a bulk run so the batch
is permanently addressable. BulkResult is now a bookmarkable GET by batchId
rather than TempData, so users can return to re-download at any time.
BatchDownloadPdf is a GET link (no form POST needed). Index shows a Batch
badge on bulk certs that links directly back to the batch result page.

Migration: AddGiftCertificateBatchId

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-14 20:32:56 -04:00
spouliot 4ec55e7290 Restore all zeroed views + add bulk gift certificate creation
The HTML entity sweep script had a bug where it wrote empty files for any
view that contained no target Unicode characters, zeroing out 215 view files.
All views restored from the pre-sweep commit (cefdf3e).

Bulk gift certificate feature:
- BulkCreateGiftCertificateDto with Quantity (1-500), Amount, Reason, Expiry, Notes
- GenerateBulkGiftCertificatePdfAsync on IPdfService / PdfService: one Letter page
  per cert, reusing the same purple/gold branded ComposeGiftCertificateContent helper
- GiftCertificatesController: BulkCreate GET/POST, BulkResult GET, BulkDownloadPdf POST
- Views: BulkCreate.cshtml (form with live total preview), BulkResult.cshtml (table +
  Download All PDF button that POSTs cert IDs to avoid URL length limits)
- gift-certificate-bulk.js: live preview + spinner/disable on submit
- Index.cshtml: Bulk Create button added alongside New Certificate

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-14 20:09:22 -04:00
spouliot 3eda91f170 Replace literal Unicode special chars with HTML entities across all 233 views
Sweeps em dashes, en dashes, multiplication signs, ellipses, and curly quotes
to their HTML entity equivalents (&mdash; &ndash; &times; &hellip; &lsquo; &rsquo;)
in all .cshtml files, skipping <script> blocks. Prevents encoding corruption
from AI tools and Windows encoding mismatches that caused recurring symbol bugs.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-14 19:16:17 -04:00
spouliot cefdf3e35c Add remaining-weight input mode to inventory scan/usage page
Users can now toggle between 'Amount Used' and 'Remaining Weight' on the
QR scan page. In remaining-weight mode, usage is calculated as
(current stock - remaining) before submit — no controller changes needed.
Includes live hint showing calculated usage and new balance as they type,
with validation preventing negative usage or remaining > current stock.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-14 19:12:28 -04:00
spouliot f34ee749be Fix garbled encoding symbols in oven display, bill/invoice tooltips, and profile timezone dropdown
- Replace mojibake × with × in oven batch cost row across Jobs Create/Edit/EditItems and Quotes Create/Edit
- Fix Qty × Unit Price tooltip in Bills/Edit and Invoices/Edit
- Fix all â€" (garbled em dash) and São Paulo in Profile timezone dropdown option labels

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-14 18:54:35 -04:00
spouliot 539c6c2559 Fix oven batch conversion, invoice quantity, AI photo pricing, and enforce pricing flag propagation
- Carry OvenBatches/OvenCycleMinutes from Quote → Job entity (was missing fields; all job pricing recalcs hardcoded 1/null)
- Fix invoice creation from job always showing Quantity=1 (was using TotalPrice as UnitPrice with qty 1)
- Add IsAiItem to JobItem + migration; map in all 3 JobItemAssemblyService.CreateJobItem overloads so AI photo jobs no longer double-price on first edit after quote→job conversion
- Propagate IsAiItem through all existingItemsData JSON blocks in Jobs views (Edit, EditItems, Create) so the wizard preserves AI routing on re-edit
- Add PricingRoutingFlags_ExistOnBothQuoteItemAndJobItem structural test + 3 behavioral IsAiItem tests to JobItemAssemblyServiceTests
- Consolidate item wizard partials (_ItemWizardModal, _SqFtCalculatorModal) and item-wizard.css into shared locations
- Document pricing flag propagation checklist in CLAUDE.md

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-14 16:54:22 -04:00
spouliot 2ad6df1195 Hide churned trial accounts from company/health screens by default
- 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>
2026-05-14 13:59:12 -04:00
spouliot a73f14fa7f Real-time SMS consent status update on customer record
When kiosk consent is completed, the staff-facing customer Details page
now updates the SMS badge instantly via SignalR — no page refresh needed.
Added customerId to the NewInAppNotification SignalR payload so the
KioskConsent handler can match the current URL and swap the badge in place.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-13 23:40:47 -04:00
spouliot 0af31c39b3 Fix kiosk SMS consent routing loop and stuck tablet
- Route param renamed customerId→id so /Kiosk/SmsConsent/15307 binds correctly
  (default MVC route uses {id}; mismatched name caused GetByIdAsync(0)→404→loop)
- Cache entry cleared in GET (not just POST) so returning to Welcome after seeing
  the form never redirects again
- Added POST /Kiosk/CancelSmsConsent for staff to free the kiosk if they pushed
  consent accidentally — Customer Details shows a Cancel button after pushing

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-13 23:25:37 -04:00
spouliot e1256503be Fix notification bell, SMS consent kiosk flow, and button alignment
Notification bell:
- Bell now polls /InAppNotifications/Recent every 60s as a SignalR fallback
- Bell dropdown refresh on open so count is always current when staff looks at it

SMS consent → kiosk flow:
- Staff clicks "Get SMS Consent" on Customer Details → AJAX POST to
  /Kiosk/PushSmsConsent stores customer in IMemoryCache (10 min TTL)
- Kiosk PollSession returns smsConsentPending + customerId so tablet navigates
  to /Kiosk/SmsConsent/{customerId} automatically
- Customer reads TCPA consent on tablet, taps I Agree or No Thanks
- On agree: NotifyBySms/SmsConsentedAt/SmsConsentMethod set; in-app notification
  fires; cache cleared; tablet returns to Welcome
- Removed Customers/SmsConsent (staff-browser version); moved view to Kiosk/

Button alignment:
- kiosk.css: added display:flex + align-items:center + justify-content:center to
  all kiosk body buttons so content is centred vertically in tall button outlines

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-13 23:13:57 -04:00
spouliot b69ff6db3a Add staff-presented SMS consent flow on customer record
- New GET/POST Customers/SmsConsent/{id}: full-screen kiosk-layout page staff
  opens and hands to the customer to read TCPA consent language and tap I Agree
- On agreement: sets Customer.NotifyBySms, SmsConsentedAt (UTC), SmsConsentMethod
  = "InPerson", clears SmsOptedOutAt
- Redirects back if customer has already consented (no double-consent)
- Customer Details: "Get SMS Consent" badge link shown when NotifyBySms is false;
  SMS on badge shows consent date on hover when consented

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-13 22:50:49 -04:00
spouliot 66231822af Update kiosk help article and AI knowledge base for output setting
- Help article: new "Kiosk Output Setting" section explaining Quote vs Job modes and
  the Company Settings → Kiosk tab; Overview updated; Reviewing Submissions now lists
  "View Quote" and "View Job" separately; notification label corrected (Remote vs Walk-in)
- AI knowledge base: CUSTOMER INTAKE KIOSK section updated — output setting documented,
  submission outcome reflects Quote/Job branch, notification labels corrected, workflow
  entries split into Quote-mode and Job-mode variants, troubleshooting updated

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-13 22:39:39 -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 d134dd51e5 Add Customer Intake Kiosk help article and knowledge base entry
- New Help article at /Help/CustomerIntakeKiosk covering setup, in-person
  and remote intake flows, what happens on submission, reviewing intakes,
  and troubleshooting (signature pad, connection issues, seed data)
- Add kiosk entry to _HelpNav under Operations
- Update HelpKnowledgeBase: nav overview, full kiosk section, two new
  common workflow entries (walk-in kiosk and remote intake)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-13 22:02:34 -04:00
spouliot 46b950baf2 Kiosk intake: 45-second inactivity reset to Welcome screen
_KioskLayout inactivity timer now reads ViewBag.InactivityTimeoutMs
(defaults to 5 min). PopulateKioskViewBagFromSession sets it to 45 s
on every intake step so an abandoned form auto-returns to the waiting
screen. Welcome screen and Confirmation page are unaffected.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-13 21:16:34 -04:00
spouliot 4e9c9d321a Fix kiosk signature pad: host locally, fix canvas resize timing
- Download signature_pad 4.1.7 to wwwroot/lib/signature-pad/ to eliminate
  CDN SRI hash failures and network dependencies on the tablet
- Wrap resizeCanvas in requestAnimationFrame so offsetWidth is non-zero
  when measured (browser layout pass must complete first)
- Add guard for SignaturePad not defined (shows user-visible error instead
  of silent JS crash)
- Add scrollIntoView on signature validation error for better tablet UX

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-13 21:14:49 -04:00
spouliot 377bb1ce38 Replace kiosk SignalR with polling — Azure App Service blocks anonymous hub handshakes
SignalR WebSocket and SSE both receive immediate 'Handshake was canceled' from the
server-side hub context. The 15-second delay between negotiate and SSE connect
reveals the handshake timer has expired before the transport opens — caused by Azure
App Service's ingress proxy resetting anonymous long-lived connections.

Replacement: /Kiosk/PollSession (anonymous GET, no-cache) queried every 3 seconds.
Returns the most recent Active InPerson session created in the last 60 seconds.
The kiosk navigates when hasSession=true. Status dot: gray->green on first success,
yellow on network error, blue when navigating. Removed signalr.min.js from kiosk layout.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-13 20:37:28 -04:00
spouliot 0b24c320cd Fix kiosk intake routing, view names, and SignalR diagnostics
Three bugs identified:
1. Routing: /Kiosk/Intake/{token}/{action} had no matching route — 4-segment
   URL fell through the default 3-segment {controller}/{action}/{id?} route.
   Added explicit kiosk_intake route in Program.cs.

2. View names: Contact/Job/Terms/Confirmation actions returned View(model)
   which resolved to Views/Kiosk/{Action}.cshtml — those files don't exist.
   Views live in Views/Kiosk/Intake/. Fixed all six return statements.

3. Diagnostics: conn dot now starts gray ("Connecting...") and turns green
   only when SignalR actually connects. Red + message if no company ID or
   connection fails. Makes it easy to confirm the hub connection is live.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-13 18:28:16 -04:00
spouliot 350f2d7658 Fix duplicate logo on kiosk Welcome screen; enlarge welcome logo
Layout rendered a small logo at top of every kiosk page. Welcome.cshtml
also rendered its own centered logo, resulting in two logos. Suppress
the layout logo on the Welcome screen via HideLayoutLogo ViewBag flag.
Bump kiosk-welcome-logo from 120x280 to 200x420 for better presence.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-13 17:21:27 -04:00
spouliot 8caaa84eac Hide Start Intake button when kiosk not activated; relabel remote link
- Start Intake button only shows when company has an active kiosk token
- Remote Link button renamed to "Send Intake Link" for clarity

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-13 17:00:09 -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 27bfd4db4d Close all GL entry gaps across the accounting surface
- 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>
2026-05-13 12:42:46 -04:00
spouliot 787d1504ef Label onboarding status and path badges on company detail
The two floating badges in the Onboarding > Setup Progress card had no
context — "Not Started" and a path name appeared without explanation.
Added inline "Status:" and "Path:" labels so both badges are immediately
readable without needing a tooltip.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-12 22:32:08 -04:00
spouliot 726bebdce9 Consolidate company admin screens: health badge on list, tabbed detail page
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>
2026-05-12 22:22:14 -04:00
spouliot 786b78e502 Add Online Now shortcut to Platform Admin nav with live user count
Adds a direct link to UserActivity/Online immediately below the People
& Activity hub entry so the current active-user count is visible at a
glance without navigating into the hub first. The count badge is
rendered using the already-injected OnlineUserTracker.GetActiveCount()
call and is hidden when the count is zero.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-12 21:49:37 -04:00
spouliot cb1b6dceb6 PR 5 follow-up: boolean radio buttons and seed missing settings
- Replace true/false text display with Yes/No radio button groups for
  boolean platform settings; toggling auto-submits the form so no Edit
  modal is needed for flags
- IsBool() helper detects *Enabled, *AppliesToTrials, *TrialsEnabled keys
- Hide Edit button for boolean settings (radio buttons are the control)
- Add AI group icon (bi-robot) and description to the group header switch
- Add Max key detection to InputType/InputHint for number inputs
- Migration AddMissingPlatformSettings seeds 6 previously missing rows
  (SmsEnabled, TrialsEnabled, GracePeriodDays, GracePeriodAppliesToTrials,
  MaxTenants, AiCatalogPriceCheckEnabled) using IF NOT EXISTS guards

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-12 21:40:16 -04:00