Item 1 — server-side guard (defense in depth) on payment-source / deposit
/ reconcilable account selections. New AccountGuard.IsValidMoneyAccountAsync
checks the submitted account is active, company-owned, and an Asset or
Liability before any GL posting, at: bill RecordPayment, bill Create
(payNow), bill EditPayment, BankReconciliation.Create, and deposit Record.
The dropdowns already constrain normal users; this rejects tampered/stale
POSTs. Per the "trust the operator" decision it still allows A/R etc.
(any Asset/Liability) — it only blocks non-money types.
Item 2 — account AccountType is now derived from the chosen AccountSubType
on create/edit via the new AccountClassification.TypeForSubType (single
source of truth, also used by the Create pre-select). The two can no longer
disagree, so the sub-type-based debit/credit sign convention is always
consistent with the account's type. A read-only sweep of the dev DB found
0 existing mismatches, so no repair tool was built.
Audit doc updated: both backlog items marked resolved.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Default accounts: companies can now set a default Revenue, COGS, and
Inventory account (Chart of Accounts -> "Default Accounts" card). Stored
on CompanyPreferences (3 nullable FKs + migration). Used as the fallback
when an item or invoice line leaves its account blank:
- Invoice lines fall back to the default Revenue account, then to 4000.
- New inventory/catalog items are pre-filled with the COGS/Inventory
defaults, so the value is stored on the item and both live posting and
the balance-recompute path stay consistent.
Blank defaults = unchanged behavior, so nothing changes until a company
opts in. Setting both COGS + Inventory enables perpetual-inventory COGS
posting (warned in the UI and help docs). Help KB + Settings article
updated.
Also moves the "Fix QB Import Signs" tool off the company Chart of
Accounts page (was CompanyAdmin-visible) to the SuperAdmin-only platform
Company Details page, operating on the target company.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Audit finding 9a: a cash refund posted DR AR (control up) while the customer
subledger went down — opposite directions, guaranteeing AR drift. Per the chosen
model, a cash refund now *reverses the sale*: DR Sales Returns (revenue portion)
+ DR Sales Tax Payable (tax portion) / CR Bank, with the customer AR balance left
untouched (the invoice stays paid; the sale is contra'd).
- New 4960 "Sales Returns & Allowances" contra-revenue account (seed + self-heal).
- Tax/revenue split centralized in Core RefundAllocation.Split so the posting and
both reporting recomputes compute it identically (a mismatch would unbalance the
trial balance).
- InvoicesController IssueRefund/CancelRefund: new posting + reversal; no AR/
customer-balance change.
- LedgerService (per-account + prior balance): refunds debit Sales Returns + Sales
Tax, no longer debit AR; bank credit unchanged.
- FinancialReportService: trial balance, balance sheet (retained earnings + tax
liability), and P&L (contra-revenue line) all updated to match. Store-credit
refunds are excluded everywhere (they post via CreditMemo, not the GL — 9b).
Verified: $108 refund (incl. $8 tax) -> bank -100... checks: assets -108 =
liabilities -8 + equity -100. New tests cover the split invariant and the ledger
postings. Build clean; 283 unit tests pass.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Quotes now reflect the current catalog price instead of a tenant's stale
typed-in cost, without disturbing accounting.
- InventoryItem gains CatalogReferencePrice + CatalogPriceUpdatedAt: the
QUOTING price (current replacement cost), kept separate from UnitCost/
AverageCost (the cost basis that drives valuation/COGS).
- The catalog sync (PowderCatalogUpsertService.PropagateToLinkedInventoryAsync,
run at the end of every upsert) refreshes linked inventory items with the
catalog's current price and product data (description, cure, SDS/TDS, color
families, coverage, SG, transfer eff, requires-clear-coat). It NEVER touches
cost, quantity, notes, image, location, or stock levels, and never nulls a
tenant value with a catalog null. EF persists only actual changes.
- CatalogReferencePrice is also set at link time (catalog receive, incoming-
from-catalog, identity match on create) so a freshly added powder quotes at
the current price immediately.
- Pricing now uses CatalogReferencePrice ?? UnitCost: the quote/job powder
pickers and PricingCalculationService (in-stock usage and powder-to-order
billing). Falls back to UnitCost for non-catalog/manual powders, so nothing
regresses. One current price for the whole quantity — no on-hand/to-order
split. Per-coat snapshot still locks the price at quote creation.
Tests: propagation updates reference price + specs but not cost/qty/notes/
image, and skips a $0 catalog price. Full suite 276 green.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Phase 1a of the Columbia Coatings API integration. Adds the persisted
fields the sync/mapper will need, ahead of the client and sync service:
PowderCatalogItem:
- Category: our product category (e.g. "Powder Additives" for gram-sold
pigments) derived from vendor taxonomy at import, not stored raw.
- Source: provenance (e.g. "Columbia Coatings API"), kept separate from
VendorName (= derived manufacturer) so a distributor's right-to-delete
can purge by feed regardless of manufacturer.
- ChemistryType: resin chemistry (Polyester/TGIC/Epoxy/...), distinct
from Finish.
- MilThickness: recommended film build as vendor free text.
- CureScheduleText: raw cure schedule verbatim (formats vary widely).
- CureCurvesJson: all parsed cure curves, so alternate low-temp curves
are preserved for heat-sensitive substrates, not just the primary.
- FormulationChanges: vendor reformulation log; a signal cure specs may
have changed.
InventoryItem:
- PowderCatalogItemId: loose link to the catalog row (matches the
QuoteItemCoat pattern) so inventory detail can show manufacturer-level
status (e.g. discontinued/cannot reorder) and future change flags.
Nulled, never cascaded, when source catalog data is purged.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The Quotes Index stat strip (OPEN / APPROVED / TOTAL VALUE) summed every
non-deleted quote, while the default list hides Converted quotes. A quote
converted to a job (whose deletion is blocked by the linked job) therefore
stayed invisible in the list but kept inflating the cards -- e.g. a blank
list showing "1" and a non-zero total value.
GetIndexStatsAsync now excludes the Converted status so the cards reflect
the same population as the default list. Converted value is intentionally
dropped from the quote pipeline because it carries forward on the job
(counting it in both would double-count the same dollars).
Also adds an explicit CompanyId predicate to GetIndexStatsAsync (defense in
depth) -- it was the only Quote query in the typed repo relying solely on
the global tenant filter.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- New CustomerContact entity + migration (AddCustomerContactsAndCrmFields)
- Customer.LeadSource + ShipToAddress/City/State/ZipCode/Country fields
- Additional Contacts card on Customer Details with AJAX add/edit/delete
- Lead Source dropdown on Create/Edit; Ship-To section on Create/Edit
- Customer Details: side-by-side billing/ship-to when ship-to is set
- Help docs: Customers (contacts, ship-to, lead source, preferred powders, outstanding pickups)
- Help docs: Jobs (clone job, project name), Quotes (project name), Invoices (project name), Inventory (low stock clickable filter)
- HelpKnowledgeBase.cs updated for all features above
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Outstanding Pickups card on Customer Details shows jobs awaiting pickup with age badges
- Customer Notes log: inline add/delete notes with important flag, AJAX-backed
- Clone Job action on Jobs controller; Repeat Last Job button on Customer Details quick actions
- Preferred Powders per customer: typeahead inventory search, AJAX add/remove
- CustomerPreferredPowder entity + migration; unit tests for CRM stats/timeline logic
- Fix EF Core concurrency bug: parallel Task.WhenAll FindAsync replaced with sequential awaits
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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>
- 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>
- Formula Library ratings: thumbs up/down per company per formula; toggle on/off; sorts by net score; own formulas not rateable; FormulaLibraryRating entity + migration AddFormulaLibraryRatings
- Job Profitability report: actual labor cost (logged hours x StandardLaborRate) vs powder cost vs billed price per job; gross margin % color-coded; time-tracked-only filter; totals footer
- Quote Revision History: track Total price changes on every save; log Sent/Resent events with recipient email; replace flat table with grouped timeline UI (icons per event type, total-change badge on header)
- Setup Wizard: cap CompletedCount at TotalSteps so old 10-step data no longer shows 10/5
- Formula Library card: fix badge overflow on long titles; add Rate: label to make voting buttons discoverable
- Help docs and AI knowledge base updated for all three features
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Companies can now share their custom formula templates to a platform-wide
community library. Other tenants can browse, preview, and import formulas
as independent local copies. Includes attribution (source company name),
"Inspired by" lineage for re-contributed formulas, import counts, own-formula
badge, cascade diagram nullification, and AI assistant + help docs updates.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Three bugs fixed:
1. Wrong timing — inventory items with IsIncoming=true were auto-created during
quote save (in QuotePricingAssemblyService). Now deferred to quote approval so
inventory only reflects powders the shop is actually going to process.
2. Duplicate records — same powder on multiple items in one quote created multiple
inventory records. Now grouped by PowderCatalogItemId: one record per unique
catalog powder, all matching coats linked to the same record.
3. Wrong category — category resolution used first IsCoating=true by DisplayOrder,
which could land items in Cerakote or other unintended categories. Now prefers
CategoryCode==POWDER explicitly, with DisplayOrder fallback.
Changes:
- QuoteItemCoat: add PowderCatalogItemId int? — persists catalog reference at quote
save time so the approval path knows what to create
- QuotePricingAssemblyService.BuildQuoteItemCoatsAsync: store PowderCatalogItemId
on coat instead of calling CreateIncomingInventoryItemAsync immediately
- QuotePricingAssemblyService.CreateIncomingInventoryItemAsync: signature changed
from (coatDto, companyId) to (catalogItemId, companyId); category lookup prefers
POWDER code; no longer clears PowderCostPerLb on the DTO
- QuotePricingAssemblyService.EnsureIncomingInventoryForApprovedQuoteAsync: new
public method called at approval — loads pending coats, groups by catalog ID,
creates one inventory item per group, links all coats in each group
- IQuotePricingAssemblyService: exposes EnsureIncomingInventoryForApprovedQuoteAsync
- QuotesController.ApproveQuote: calls EnsureIncomingInventory after save
- QuotesController.ChangeQuoteStatus: calls EnsureIncomingInventory on Approved
- QuoteApprovalController: injects IQuotePricingAssemblyService; calls
EnsureIncomingInventory in ApproveInternal (customer-facing portal path)
- InventoryController.CreateIncomingFromCatalog: same category fix (prefers POWDER)
- Migration: AddPowderCatalogItemIdToCoat (nullable int on QuoteItemCoats)
- Tests: updated AddAsIncoming test to verify deferred behavior; new deduplication test
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- ClockEntryType enum (Work/Break/Lunch) on EmployeeClockEntry; default 0 = Work
so all existing entries are unaffected
- Migration AddClockEntryType applied
- Break and Lunch buttons on clock status card (only when AllowMultiplePunchesPerDay
is enabled); GoOnBreak closes current Work segment and opens Break/Lunch segment
- Return to Work button when on break/lunch; closes break segment, opens new Work
- Status badges on clock card and Who'\''s In grid: Working / On Break / At Lunch
- Break/Lunch hours excluded from all day totals, week totals, metrics, and CSV
- Manager: Manual Entry modal to create a time entry for any company employee
- Attendance report defaults to current ISO week; Week/Month mode toggle with
auto-submitting dropdowns (last 12 weeks or months); period label shown inline
- Attendance CSV: Type column added; day/week totals blank on Break/Lunch rows;
filename uses period label
- Week subtotal rows suppressed in single-week view (shown in month view only)
- Help article and AI knowledge base updated for all new features
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Settings tab (Company Settings > Timeclock):
- Enable/disable timeclock toggle (hides nav link and attendance report when off)
- Allow multiple clock-ins per day toggle
- Auto clock-out after X hours (auto-closes forgotten open entries on next punch)
- Kiosk devices table: lists activated tablets with name, activated date, last seen;
Deactivate button removes that device's access immediately
Multi-kiosk support (replaces single TimeclockKioskToken on Company):
- New TimeclockKioskDevice entity (one row per tablet, unique token, DeviceName, LastSeenAt)
- KioskActivate GET shows a form for optional device name before activating
- KioskDeactivate POST accepts device ID, deletes specific row (not all devices)
- Kiosk validation (Kiosk, KioskEmployees, KioskPunch) queries device table with
ignoreQueryFilters since no user is logged in on kiosk requests
- LastSeenAt updated on each Kiosk page load
Enforcement:
- ClockIn and KioskPunch both auto-close stale entries if AutoClockOutHours is set
- ClockIn and KioskPunch both block second same-day punch if AllowMultiplePunches=false
- TimeclockEnabled=false hides nav link (SubscriptionMiddleware sets Items key) and
returns Forbid on kiosk punch
- Migration: AddTimeclockSettings (adds 3 columns to Companies, new TimeclockKioskDevices table)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- New EmployeeClockEntry entity (facility-level attendance, separate from job time entries)
- KioskPin added to ApplicationUser; TimeclockKioskToken added to Company
- TimeclockController: clock in/out, who's in, 14-day history, manager edit/delete,
tablet kiosk with device-cookie auth, PIN management via Users edit page
- Kiosk UI: employee tile grid + 4-digit PIN pad + auto-detect clock-in vs clock-out
- Attendance report at /Reports/Attendance with weekly subtotal rows
- Payroll CSV export at /Reports/AttendanceCsv (flat, one row per segment)
- AllowCustomFormulas wired through PlatformSubscriptionController + subscription views
- Fix soft-delete bug on CustomItemTemplate (missing HasQueryFilter in OnModelCreating)
- Help article (Help/Timeclock.cshtml) and AI knowledge base updated
- Migrations: AddEmployeeTimeclock, AddTimeclockKioskToken
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
RecommendedMaintenanceIntervalDays was a non-nullable int with [Range(1,3650)],
so submitting the form without filling it in bound to 0 and failed validation.
Made nullable on the entity, both DTOs, and the one controller callsite that
calls .AddDays() (now uses .Value). Migration applied.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Introduces per-company reusable NCalc2 pricing formula templates for complex
fabricated items (roof curbs, enclosures, welded frames). Templates support
two output modes — FixedRate (formula yields a dollar amount) and SurfaceAreaSqFt
(formula yields sq ft fed into the standard coating engine). Includes:
- CustomItemTemplate entity, migration (AddCustomItemTemplates), IUnitOfWork repo
- IsCustomFormulaItem / CustomItemTemplateId / FormulaFieldValuesJson flags on
QuoteItem, JobItem, CreateQuoteItemDto; mapped in all 3 JobItemAssemblyService
overloads and all existingItemsData JSON projections + pageMeta blocks
- ICustomFormulaAiService / CustomFormulaAiService: Claude-powered formula
generator (natural language + optional diagram image) and NCalc2 evaluator
- CompanySettings CRUD endpoints: GetCustomItemTemplates, Create/Update/Delete,
UploadTemplateDiagram, TemplateDiagram (blob serve), EvaluateFormula, GenerateFormulaFromAi
- Company Settings "Custom Formulas" tab + cfModal + company-settings-custom-formulas.js
- item-wizard.js: formula item type card, renderFormulaFields, wzFormulaRecalc
(live evaluate via POST), collectStep2 formula branch, buildCardHtml / emitHiddenFields
- Formula badge in Quotes/Details and Jobs/Details; AI badge gap fixed in Jobs/Details
- Help article (CustomFormulaTemplates.cshtml), Help Index card, HelpController action,
HelpKnowledgeBase entry; 225/225 unit tests passing
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Vendors can now be tagged with one or more inventory categories (Powder,
Chemical, etc.) via checkboxes on the Create/Edit form. The inventory
Create/Edit vendor dropdown automatically filters to matching vendors when
a category is selected; falls back to all vendors if none are tagged.
Includes migration AddVendorCategories (VendorInventoryCategories join table).
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Adds a PricingType enum to ReworkRecord (FixedPrice | PerItem), surfaces the
choice in the rework modal on Job Details, and wires the resulting unit/total
price display. Includes migration AddReworkPricingType, updated repository
query for rework history, and help article updates.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- 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>
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>
- Store complete PricingBreakdownJson snapshot on Job at every save point so
the Details page reads stored data rather than re-running the pricing engine
- Add 7 missing fields to Quote entity (FacilityOverheadCost, tier/quote discounts,
SubtotalAfterDiscount) and persist them via ApplyPricingSnapshot
- Fix OvenCostId-as-rate bug in JobsController (FK was passed as decimal $/hr)
- Fix hardcoded LaborCost * 0.4 multiplier in two JobItemAssemblyService overloads
- Fix FacilityOverheadCost dropped from invoices in both quote and direct-job paths
- Fix RushFee missing from direct-job invoices (read from PricingBreakdownJson)
- Fix Notes and CatalogItemId not copied to InvoiceItem
- Add 14 unit tests in PricingStageFlowTests covering all three pricing stages
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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>
- 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>
- 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>
- 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>
- 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>
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>
Bug 1 — Invoice total didn't match job total for direct jobs:
- Root cause: all three item-save paths in JobsController passed null for
ovenCostId, so FinalPrice/ShopSuppliesAmount were stored without oven cost
while the Details page recalculated live with OvenCostId and showed higher.
- Add OvenBatchCost stored field to Job entity (migration AddJobOvenBatchCost,
default 0 for existing rows).
- Fix Create, Edit, and UpdateItems to pass job.OvenCostId and save OvenBatchCost.
- Fix InvoicesController.Create GET for direct jobs to use stored OvenBatchCost
and ShopSuppliesAmount as separate labeled lines instead of recalculating
shop supplies from scratch (which excluded the oven cost base).
Bug 2 — Quote status stayed Draft after "Send Quote via Email":
- ResendQuote advanced the approval token and sent the email but never
updated the status. Added Draft → Sent advancement (same guard used by
the SMS send path) so the status updates on successful email send.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- AppConstants: add Accountant to CompanyRoles; add CanManageBills and
CanManageAccounting to Policies
- ApplicationUser: add CanManageBills and CanManageAccounting bool fields
- UserManagementDtos: expose new fields in all three DTOs
- ClaimsPrincipalFactory: emit ManageBills and ManageAccounting claims
- Program.cs: add CanManageBills and CanManageAccounting policies;
update CanManageInvoices, CanViewReports, CanManagePurchaseOrders,
and CanManageVendors to auto-pass for Accountant role
- BillsController: replace CanManageInventory with CanManageBills on
all write actions (correct policy — bills are not inventory)
- BankReconciliationsController: replace CanManageJobs with
CanManageAccounting on write actions
- CompanyUsersController: add Accountant to validCompanyRoles (both
Create/Edit), legacyRole switch, and all permission assignment blocks
- Create/Edit views: add Accountant option to role dropdown; add
CanManageBills and CanManageAccounting checkboxes; JS auto-checks
financial permissions when Accountant role is selected
- Migration AddAccountantRolePermissions: adds columns + backfills
CanManageBills=1 and CanManageAccounting=1 for all CompanyAdmin users
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Budgeting:
- Budget + BudgetLine entities with Jan–Dec monthly columns per GL account
- BudgetsController: Index, Create, Edit, SetDefault, Copy, Delete
- Copy action rolls a budget forward to a new fiscal year
- Budget vs. Actual report (BudgetVsActual): compares monthly budget amounts to
real P&L by calling GetProfitAndLossAsync once per month; variance shown as
favorable/unfavorable; year + budget selectors in header
- Views: Budgets/Index, Create, Edit with inline annual totals via budget-edit.js
- Nav link + report card on Landing
Year-End Close:
- YearEndClose entity records each closed year + JE reference for audit trail
- AccountsController.YearEndClose GET (history + form) + CloseYear POST
- Close zeroes all Revenue and Expense/COGS account balances into Retained Earnings
via IAccountBalanceService and posts a supporting JE dated Dec 31
- Idempotency: rejects attempt to close an already-closed year
- Pre-close checklist in view to guide the workflow
- Nav link under Finance
Migration AddBudgetsAndYearEndClose applied
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Invoice Write-Off: WriteOff POST action in InvoicesController posts bad-debt JE
(DR bad debt expense / CR AR), reduces customer balance, marks invoice WrittenOff;
write-off modal added to Invoice Details view with expense account selector
- Fixed Assets: FixedAsset + FixedAssetDepreciationEntry entities with straight-line
depreciation; FixedAssetsController (Index/Create/Edit/Details/PostDepreciation/Delete);
PostDepreciation auto-generates one JE per asset per period, skips already-posted,
fully-depreciated, and disposed assets; full CRUD views + nav link
- Period Locking: Company.BookLockedThrough field; AccountingPeriodValidator static helper;
lock check added to JE Post and Bill Create (blocks backdating into closed periods);
SetPeriodLock action + date picker UI in Company Settings Accounting section
- 1099 Tracking: Is1099Vendor flag on Vendor entity + DTOs; checkbox in Create/Edit views;
TaxReporting1099 report action + view lists payments by year, flags vendors >= $600;
report card added to Reports Landing
- Migration AddFixedAssetsLockAnd1099 applied
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- VendorCredit, VendorCreditLineItem, VendorCreditApplication entities
- VendorCreditStatus enum (Open, PartiallyApplied, Applied, Voided)
- Migration AddVendorCredits: three new tables
- IUnitOfWork/UnitOfWork wired with all three repositories
- VendorCreditsController: Index (status tabs), Create, Details, Post, Apply, Void
- Post action: DR AP, CR each expense line (reverses original expense)
- Apply action: links credit to bill, updates Bill.AmountPaid and bill status
- Views: Index (summary cards + table), Create (dynamic line grid), Details (apply panel)
- Nav: Vendor Credits added to Finance section in _Layout
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- JournalEntry + JournalEntryLine entities with Draft/Posted/Reversed lifecycle
- JournalEntryStatus enum (Draft, Posted, Reversed)
- Migration AddJournalEntries: two new tables with self-referencing reversal FK
- IUnitOfWork/UnitOfWork wired with JournalEntries + JournalEntryLines repos
- ApplicationDbContext: DbSets, tenant query filters, reversal FK config
- LedgerService: JE lines added as 10th source in GetAccountLedgerAsync and ComputePriorBalanceAsync
- JournalEntriesController: Index (All/Draft/Posted tabs), Create, Details, Post, Reverse, Delete
- Views: Index, Create (dynamic balanced line grid with running debit/credit totals), Details
- journal-entry-create.js: dynamic line management with balance indicator
- Nav: Journal Entries added to Finance section in _Layout
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- AP Aging report (GetApAgingAsync, controller actions, view, PDF export)
mirrors AR Aging — groups open bills by vendor, buckets by days past due date
- Trial Balance report (GetTrialBalanceAsync, view, PDF export)
uses Account.CurrentBalance, groups by AccountType, validates debits == credits
- Cash vs Accrual accounting method setting on Company entity
switchable at any time — report-time only, no GL re-posting on change
P&L cash: revenue = payments received; expenses = bills/expenses paid in period
Balance Sheet cash: omits AR and AP lines (no receivables/payables concept)
AccountingMethod badge shown on P&L and Balance Sheet views
- Migration A (AddAccountingMethod) applied, default = Accrual for all existing companies
- AP Aging and Trial Balance added to Reports Landing page
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Non-terminal jobs scheduled for past dates now appear in a red 'Carried
Over' section at the top of today's board so they can't silently disappear.
Also added alert-permanent to the board tip so the layout doesn't auto-dismiss it.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- 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>
- 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>
- InventoryItem.IsIncoming: marks powder ordered but not yet received; enables QR code
printing on work orders while the shipment is in transit
- InventoryController.CreateIncomingFromCatalog: POST endpoint creates a 0-balance inventory
record from a PowderCatalogItem and returns it in wizard-compatible shape
- item-wizard.js: custom coat tab now searches the platform powder catalog as a fallback;
catalog results show an 'Add as Incoming Order' option; createIncomingFromCatalog POSTs
to server and selects the new item without a page refresh
- QuoteItemCoatDto: CatalogItemId + AddAsIncoming fields so the wizard can signal server-side
incoming-item creation during quote save
- Inventory Create/Edit/Index views: IsIncoming badge and field
- IInventoryAiLookupService: minor interface update
- Migration: AddInventoryIsIncoming
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Quote entity: ProspectSmsConsent (bool) + ProspectSmsConsentedAt (DateTime?) fields
- QuoteDtos: consent fields on Create/Update/Convert DTOs with TCPA guidance text
- Quote Create/Edit views: SMS consent checkbox shown when mobile number is entered
- Quote ConvertToCustomer view: staff must re-confirm consent carries over to customer record
- QuoteApproval: consent state exposed in ViewModel and ApprovalPage for transparency
- Consent timestamp cleared when prospect quote is linked to an existing customer
- Migration: AddProspectSmsConsent
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
spouliot