- 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>
- 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>
- add grouped platform admin hub pages, view models, and shared card UI\n- simplify the super admin nav and dashboard quick links around the new hubs\n- fix the AiQuoteService EstimatedMinutes assignment so the infrastructure project builds cleanly
Two bugs caused AI estimates to collapse to the shop minimum floor:
1. Coating rate with no guard: when a shop hadn't calibrated their
coating gun (rate = 0), the prompt injected '~0 sqft/hr' paired
with 'MUST use shop-specific rates' — Claude returned near-zero
estimatedMinutes, zeroing labor cost and triggering the floor.
Fixed to mirror the existing blast-rate guard: rate=0 now sends
a fallback instruction to use conservative industry-average times.
2. Per-item minutes divided by quantity: both the system prompt and
user prompt explicitly tell Claude to return estimatedMinutes 'per
single item', but CalculatePricingPreview() was dividing by qty
anyway. For qty > 1 this halved (or more) the labor cost, again
pushing toward the floor. Removed the incorrect divide.
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>
Feature 7: Bank Rec Auto-Match — AiSuggestMatches endpoint scores uncleared
transactions vs statement ending balance; AI Auto-Match panel in Reconcile.cshtml
with confidence highlights and Apply All button.
Feature 8: Late Payment Prediction — PredictLatePayments endpoint scores open AR
customers by risk (high/medium/low) using historical avg-days-to-pay + late rate;
rendered as badge table in AR Aging view via ar-aging-ai.js.
Feature 9: Natural Language Financial Queries — FinancialQuery GET page + RunFinancialQuery
POST; 12-month context snapshot pre-loaded; answers grounded in real data with
supporting facts, follow-up suggestions, session history, and example chips.
Feature 10: Recurring Bill Detection — RunRecurringDetection scans 12 months of bills
for vendor payment patterns (monthly/quarterly/annual); card grid view in Bills/RecurringDetection.cshtml
with confidence badges, next-expected-date, and suggested actions.
Supporting: 4 new DTO groups in AccountingAiDtos.cs, 4 method signatures in
IAccountingAiService.cs, 4 implementations in AccountingAiService.cs, 4 new
AiFeatures constants, 2 new Landing page AI report cards.
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>
- 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>
- 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>
- AccountingDropdownHelper: wired into BillsController and ExpensesController,
replacing 35-40 lines of duplicated DB queries per controller
- AppConstants.StatusCodes: added Job.* and Quote.* constants to replace all
magic status strings across Jobs, Quotes, Appointments, OvenScheduler,
AiQuickQuote, QuoteApproval, and AccountingDropdownHelper
- AccountingRules: extracted IsNormalDebitBalance into shared Infrastructure
helper; removed duplicate private method from AccountBalanceService and
LedgerService (~50 lines deleted)
- AccountDataExportController: extracted 9 Fetch*Async methods (superset of
includes) so Add*Sheet and Build*Csv no longer duplicate DB queries; each
entity is queried once regardless of whether XLSX or CSV format is requested
- BillsController.Create and ExpensesController.Create wrapped in
ExecuteInTransactionAsync; blob uploads moved after commit to keep
financial data atomic and prevent orphaned blobs from rolling back
- Number generators (Appointments, CreditMemo, OvenBatch) fixed from full-table
GetAllAsync to prefix-filtered FindAsync
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>
AccountSubType.Cash was not included in IsNormalDebitBalance in both
AccountBalanceService and LedgerService, causing Cash accounts to be
treated as credit-normal. Payments deposited to a Cash account were
debited in the wrong direction, producing a negative balance.
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>
- Customer entity + DTO: new BillingEmail field (accounting/invoicing address)
- Email fields now accept comma-separated lists; DTO validates each address individually
- NotificationService: SendToEmailListAsync helper fans out to all addresses in a list;
NotifyQuoteSentAsync accepts optional overrideEmail so staff can send to an ad-hoc address
- Migration: AddCustomerBillingEmail
- Customer Create/Edit/Details views updated to show Billing Email field
- customer-billing-email.js: client-side helpers for billing email input
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
QuoteDeclinedByCustomer was used for both approve and decline responses,
so approval notifications showed the wrong type in the log. Added a distinct
QuoteApprovedByCustomer = 16 enum value, wired up the correct type in
NotificationService, added default templates in both the service fallback
dictionary and SeedData, and updated placeholder hints in CompanySettings.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
QuoteItem was missing IncludePrepCost, so the Edit GET always deserialized
it as true (DTO default). On save, prep service labor was added on top of
the catalog base price, silently bumping prices whenever any quote field
(e.g. oven cycle minutes) was changed without touching items.
Migration defaults new column to false for catalog items and true for
non-catalog items (matching the wizard's historical defaults).
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Previously the quick quote omitted the oven charge entirely, so saved quotes
were under-priced relative to full quotes from the same items.
Pricing: CalculatePricing now calculates ovenBatchCost = (cycleMin/60) × OvenOperatingCostPerHour
using DefaultOvenCycleMinutes (fallback 50 min), then adds it to the total as a quote-level
charge matching how PricingCalculationService handles oven costs.
Save path: SaveQuickQuoteRequest gains OvenBatchCost + OvenCycleMinutes; the Quote record
now stores OvenBatchCost, OvenCycleMinutes, and Total = ItemsSubtotal + OvenBatchCost.
Display: results card shows a sub-line under the estimate price:
"incl. oven 1 batch 50 min: $12.00"
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Anthropic returns overloaded_error (HTTP 529) during high-demand periods.
Previously this failed immediately with a generic error. Now the service
retries Sonnet once after 5s, then falls back to Haiku (a separate
capacity pool) after another 3s before giving up. If all three attempts
are overloaded the user sees a clear "high demand" message rather than a
generic error. Non-overload errors still log at Error level.
Also consolidated AI wizard error display in item-wizard.js: photo upload
failures were using browser alert() while analyze failures used the inline
red alert bar. All errors now go through aiShowError() so they always
appear consistently as the red bar below the Analyze button. Removed the
alert() fallback from aiShowError() itself.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Invoice-basis report showing taxable vs non-taxable sales, tax billed
by GL account, monthly trend table/chart, and full invoice detail grid.
Non-taxable invoice rows shaded grey for easy scanning. Quick-preset
date buttons (This Month, Last Month, YTD, Last Year) for common filing
periods. CSV export formatted for accountants and tax-filing software.
Gated behind AllowAccounting() like other financial reports.
- SalesTaxReportDto + 3 supporting DTOs in FinancialReportDtos.cs
- GetSalesTaxReportAsync on IFinancialReportService + implementation
- GenerateSalesTaxReportPdfAsync on IPdfService + QuestPDF implementation
- SalesTax / SalesTaxPdf / SalesTaxCsv actions in ReportsController
- Views/Reports/SalesTax.cshtml with Chart.js monthly trend chart
- Landing page card added to Finance section
- HelpKnowledgeBase and Help/Reports.cshtml updated with full docs
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- PowderCatalogController: Create, Edit, ToggleDiscontinued actions; searchable/filterable/sortable Index with pagination; AiLookup and AiAugmentFromUrl endpoints backed by IInventoryAiLookupService
- New views: Create, Edit, _Form partial (with AI-assisted field population), overhauled Index grid with completeness quality badges and responsive mobile cards
- New ViewModels: PowderCatalogIndexViewModel, PowderCatalogFormViewModel, PowderCatalogListItemViewModel
- AI lookup improvements: SpecificGravity field added to InventoryAiLookupResult; ApplyPowderFallbacks derives CoverageSqFtPerLb from specific gravity when docs omit it; DefaultTransferEfficiency (65%) applied everywhere transfer efficiency is null
- powder-catalog-ai-lookup.js: client-side AI lookup and URL augment wiring for the catalog form
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Replaces the local filesystem path (which required IIS app pool write
access to inetpub\wwwroot\DataProtection-Keys) with SQL Server storage
via IDataProtectionKeyContext. Keys now survive deploys and IIS recycles
without any server-side folder permission setup.
Production continues to use Azure Blob Storage unchanged.
- Add Microsoft.AspNetCore.DataProtection.EntityFrameworkCore 8.0.11 to
Web and Infrastructure projects
- ApplicationDbContext implements IDataProtectionKeyContext
- Migration AddDataProtectionKeys creates DataProtectionKeys table
- Program.cs: non-production path uses PersistKeysToDbContext
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- PWA: manifest.json + minimal service worker so iOS/Android persist camera
permission after "Add to Home Screen"; theme-color and apple meta tags in layout
- PWA icons: 192x192 and 512x512 from transparent PCL logo; updated pcl-logo.png
- AI pricing: apply AdditionalCoatLaborPercent per extra coat on AI items,
matching the calculated-item path (was ignoring extra coats entirely)
- AI wizard: live price recalc when coats are added/removed; session-expiry
errors now show a clear "refresh and sign in" message instead of raw HTTP status;
smooth-scroll to follow-up/results sections on AI response
- Catalog lookup: exclude SKUs already in company inventory from results;
pass currentId on edit so own entry still appears; vendor-scoped search
with cross-vendor fallback; result count shown in multi-match modal
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
After the main AI lookup and catalog search, if CureTemperatureF or
CureTimeMinutes is still null but a TDS URL was found, fetch that page
and ask Claude to extract just the cure schedule.
- IInventoryAiLookupService.FetchTdsCureSpecsAsync: new interface method
- InventoryAiLookupService.FetchTdsCureSpecsAsync: fetches the TDS URL via
the existing FetchPageAsync pipeline (JSON-LD + doc-link extraction, HTML
stripping). If the page is a PDF or unreachable, returns Success=false
silently so no error surfaces in the UI. Otherwise sends a small targeted
prompt that asks only for cureTemperatureF and cureTimeMinutes and uses
MaxTokens=256 so the call is fast and cheap.
- InventoryController.ScanLabel: after catalog lookup, computes the resolved
cure values (catalog preferred over AI result). If either is null and a
TDS URL exists, calls FetchTdsCureSpecsAsync and merges any newly found
values back into aiResult before building the JSON response.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
QR scanning:
- Run BarcodeDetector and jsQR in parallel — jsQR starts after JSQR_DELAY_MS
(1.5 s) so both decode simultaneously. BarcodeDetector silently returns empty
arrays for some QR variants; running jsQR in parallel via a separate rAF loop
(rafId2) and its own off-screen canvas catches those cases. First decoder to
find anything calls handleQrResult and sets qrFound = true; the other stops.
Price extraction (two bugs):
- ScanLabel: unitPrice was catalogMatch?.UnitPrice ?? 0m, ignoring aiResult
.UnitCostPerLb entirely when no catalog match — changed to fall through to AI result
- AppendOffer: only read JSON-LD "price" field; Shopify AggregateOffer uses
"lowPrice" instead — now checked as fallback so Prismatic Powders prices are found
Camera pre-warm:
- Reverted localStorage approach (caused getUserMedia to fire on every page load,
showing Chrome's "Ask" prompt immediately before user clicked anything)
- Restored Permissions API gate: preWarmCamera only calls getUserMedia when
navigator.permissions.query returns 'granted', never risks a page-load prompt
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- LookupByUrlAsync now maps all identity + spec fields from Claude response
(manufacturer, SKU, colorName, description, sdsUrl, tdsUrl, unitCostPerLb, etc.)
Previously only augmenting fields were mapped; Columbia QR path left 80% blank
- Vision scan follow-up: after ScanLabelAsync reads label text, automatically run
LookupAsync using the extracted manufacturer + color/SKU to fill SDS/TDS URLs,
product page, image, description, and any specs not printed on the bag;
label values (cure schedule, SKU) remain authoritative and are never overwritten
- SDS/TDS URL extraction: added ExtractDocumentLinks() that scans anchor tags in
raw HTML before tag-stripping, injects found URLs as [Structured Data] lines so
Claude can read and echo them back in the JSON response; previously all hrefs
were lost with the HTML stripping
- Added SdsUrl/TdsUrl to InventoryAiLookupResult, Claude system prompt JSON schema,
LookupAsync mapping, and ScanLabel response (catalog match ?? aiResult fallback)
- SDS/TDS now also stored on auto-contributed catalog entries
- jsQR inversionAttempts: 'dontInvert' → 'attemptBoth' for better QR detection
under varying label contrast and lighting conditions
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Platform PowderCatalogItem table (IPlainRepository, no tenant filter) with
full spec fields: cure temp/time, finish, color families, clear coat flag,
coverage sq ft/lb, transfer efficiency, IsUserContributed
- Two EF migrations: AddPowderCatalogItem + AddPowderCatalogSpecFields
- PowderCatalogController (SuperAdminOnly): import from Prismatic JSON scrape,
Lookup AJAX endpoint (catalog-first, ranked by SKU exact match), stats view
with Tenant Contributed card
- Unified smart Lookup button on inventory Create/Edit: catalog hit fills all
fields via catalogSnapshot pattern; AI augments cure/finish data from product
URL if subscription enabled; catalog miss falls through to AI lookup
- In-browser label scanner (_LabelScanModal): getUserMedia live camera feed,
jsQR auto-detects QR codes in rAF loop; "Scan Label Text" fallback sends
captured frame to Claude vision via /Inventory/ScanLabel
- ScanLabel endpoint handles both QR URL path (LookupByUrlAsync) and vision
path (ScanLabelAsync); auto-inserts unrecognized products as
IsUserContributed=true; returns wasInCatalog/addedToCatalog flags
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Adds a customizable QuoteSent SMS template to seed data and
DefaultTemplates so companies can edit the quote approval message
from Notification Templates. Wires NotifyQuoteSentSmsAsync to use
the template system instead of a hardcoded string. Updates
SmsConsentConfirmation wording to mention quote approvals alongside
job updates. Help docs and AI knowledge base updated to match.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add 'Send Quote via SMS' button on quote details page that sends the approval
link to the customer via SMS (respects NotifyBySms, handles prospects via ProspectPhone)
- Reuses existing valid approval token rather than regenerating, so a previously
emailed link stays valid when SMS is also sent
- Fix Twilio appsettings.json placeholders (real credentials moved to gitignored
appsettings.Development.json)
- Fix passkey login ignoring ReturnUrl: biometric login on the login page now
respects the form's ReturnUrl hidden field so QR-code and deep-link flows
redirect correctly after authentication instead of always going to the dashboard
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- 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>
DashboardReadService no longer loads full entity lists and filters in memory.
All job panels (today/overdue/in-progress) now execute targeted COUNT + capped
SELECT queries in SQL. AR aging buckets, powder order lines, bill totals, and
active-customer counts are all aggregated at the DB level. The SuperAdmin action
previously loaded every company row to compute plan distribution and alert lists;
it now delegates to a new GetSuperAdminDashboardDataAsync() that uses SQL GROUP BY
and projections instead.
DashboardIndexData record updated to carry pre-sliced counts and capped lists so
the controller only does lightweight DTO projection. DashboardPowderOrderLineData
replaces the deep Job→JobItem→Coat Include chains with a single flat coat query
projected in SQL. OnlineUserMiddleware switches its per-user throttle from a
static ConcurrentDictionary (grows forever) to IMemoryCache with a 60-second
sliding expiry.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
When AI Lookup fetches a manufacturer product page, it now extracts the
og:image (Open Graph) meta tag before stripping HTML tags. The image URL
is returned in InventoryAiLookupResult.ImageUrl and automatically shown
as a preview on the Create/Edit form alongside the other filled fields.
The preview includes a Remove button to clear the image, and the Wrong
Match? button clears it along with the other AI-filled fields.
On the inventory Details page a product image card is rendered above the
Stock & Pricing card whenever ImageUrl is set. The field is nullable so
existing records and powders without an image are unaffected.
New field: InventoryItem.ImageUrl (nvarchar, nullable).
Migration: AddInventoryItemImageUrl.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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>
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>
spouliot