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6 Commits

Author SHA1 Message Date
spouliot 2c353f2e7f Three small UX fixes: customer contact validation, pagination dropdown width 
- Customer validation now accepts Mobile Phone as a valid contact method;
  previously only Email or Phone satisfied the requirement
- Create customer hint text updated to match the new validation rule
- Pagination page-size dropdown gets min-width: 5rem so the number has
  breathing room from the caret arrow across all paginated lists

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-05-11 18:20:43 -04:00
spouliot 328b195127 Design consistency audit fixes: alerts, cards, dark mode, utilities 
Alert sweep (113 alerts, 79 files):
  All persistent static banners now carry alert-permanent so the
  layout's 5-second auto-dismiss cannot swallow guidance, warnings,
  or validation errors. Transient dismissible toasts left untouched.

CSS fixes (site.css):
  .card.shadow-sm      — strips rogue border from ~40 drifted cards
  .card-header.bg-white — rebinds to var(--bs-body-bg) so card
                          headers follow dark/light theme correctly
  Typography utilities  — .text-2xs (.68rem), .text-xs (.73rem)
  Token color classes   — .text-ember, .text-ok, .text-bad,
                          .text-warn, .text-cool, .bg-paper-2
  Layout utilities      — .mw-xs/sm/md/lg replace inline max-width
  Comment              — documents text-ember vs text-primary intent

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-05-10 18:05:29 -04:00
spouliot d3a5d827f9 Phase F: Customer/Vendor Statements, Payment Terms Parser, Tax Rates 
F1: GetCustomerStatementAsync/GetVendorStatementAsync on IFinancialReportService;
    StatementLineDto; CustomerStatementDto/VendorStatementDto; Statement action on
    CustomersController + VendorsController; Statement views + PDF download via
    StatementPdfHelper (QuestPDF); Statement button on Customer/Vendor Details pages.

F2: PaymentTermsParser static helper (CalculateDueDate, ParseEarlyPaymentDiscount);
    EarlyPaymentDiscountPercent/Days on Invoice entity; GetCustomerPaymentTerms AJAX
    endpoint on InvoicesController auto-populates Terms + due date on customer select;
    early payment discount notice on Invoice Create.

F3: TaxRate entity (Name/Rate/State/IsDefault/IsActive, tenant-filtered);
    IUnitOfWork.TaxRates + UnitOfWork + ApplicationDbContext; TaxRatesController
    (Index/Create/Edit/Delete/ToggleActive, CompanyAdminOnly); GetTaxRateForCustomer
    AJAX endpoint; Tax Rates in Settings gear menu.

Also fixes AddVendorCredits migration: VendorCreditApplications FKs changed from
CASCADE to NoAction to resolve SQL Server error 1785 (multiple cascade paths).
Migration: AddPaymentTermsAndTaxRates applied locally; 200/200 unit tests pass.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-05-10 10:55:22 -04:00
spouliot fb979bc88d Add BillingEmail field for commercial customers; support comma-separated multi-email 
- 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>
 2026-05-08 20:46:53 -04:00
spouliot a9048dea2e Show email and SMS notification status on customer list and details 
Added notification preference indicators to both views so staff can
see at a glance whether a customer has email/SMS enabled without
opening edit mode.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-05-02 20:27:28 -04:00
spouliot 63e12a9636 Initial commit 2026-04-23 21:38:24 -04:00