Seed data fixes:
- Fix EF interceptor: no longer overwrites explicitly-set CreatedAt on Added
entities — root cause of all "same month" chart issues
- Customer seeder: generates 15 customers/month from Jan → current month;
keeps 10 commercial anchors in deterministic order for job seeder index map
- Invoice seeder: historical range bumped from 2→8 paid invoices/month so
P&L shows consistent profit (~$5,200 collected vs ~$4,200 monthly expenses)
- Month -1 bumped to 7 paid invoices to stay above expenses
- Jobs: set UpdatedAt to historical event date so analytics don't need null fallback
- Analytics (ReportsController): use CompletedDate ?? UpdatedAt ?? CreatedAt for
revenue chart grouping; fixes empty Revenue Trend charts on Overview/Revenue tabs
- SeedDataService: inject IAccountBalanceService; auto-recalculate account balances
after seeding; patch checking/savings opening balances unconditionally on reset
- Customer list: sort by CompanyName ?? ContactLastName so individuals and
commercial accounts interleave instead of appearing as two blocks
Invoice resend:
- ResendInvoice action now accepts sendEmail + sendSms parameters; SMS-only
resend no longer requires an email address on file
- Ensures PublicViewToken exists before SMS so the view link is always valid
- canResend in Details view now allows Paid invoices (removed != Paid guard)
- Resend button shows channel-choice modal when customer has both email + SMS,
direct SMS button when SMS only, or email button when email only
- New #resendChannelModal mirrors the Send channel modal but posts to ResendInvoice
- resendInvoice() JS updated to pass sendEmail/sendSms query params
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Root cause: fingerprint-based removal failed on databases seeded with
older code (different emails/SKUs); plus Vendors, Named Ovens, and
Appointments had no removal path at all.
- Add ForceRemoveAll flag to RemoveSeedDataOptions: when true, all
removal blocks delete by CompanyId instead of fingerprint matching
- Customers block: ForceRemoveAll deletes all company customers
- Workers block: ForceRemoveAll deletes all users with CompanyRole=Worker
- New Vendors block (triggered by options.Vendors || ForceRemoveAll)
- New NamedOvens (OvenCost) block (triggered by options.NamedOvens || ForceRemoveAll)
- New Appointments block (triggered by options.Appointments || ForceRemoveAll)
- ResetDemoCompany: set ForceRemoveAll=true and enable all new flags so
every re-seedable table is wiped clean before re-seeding
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Appointments: add ~25 past appointments (last 90 days) with Completed,
Cancelled, No Show, and Rescheduled statuses; completed records carry
ActualStartTime/ActualEndTime with realistic variance; cancel/no-show
notes explain why; customer label falls back to ContactFirst/LastName
for residential customers
- Fix future appointment title for residential customers (was always using
CompanyName which is null for individuals)
- New SeedDataService.AiPredictions.cs: seeds 8 AiItemPrediction records
(varied complexity/confidence/tags/reasoning) and attaches them to the
first 8 eligible QuoteItems, marking those items IsAiItem=true; 3 of 8
have UserOverrodeEstimate=true for AI Accuracy report demo
- SeedDataService.cs: wire SeedAiPredictionsAsync after Invoices
- Remove.cs: collect QuoteItem.AiPredictionId FKs before deleting items,
then delete orphaned AiItemPrediction records after quotes are removed
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Bills.cs: replace aceHardware/fastenal lookups with grainger/harbor/localSupply
to match Phase 1 vendor renames; update all vendor invoice number prefixes
- Bills.cs: add 3 AP aging-bucket bills (30-60, 61-90, 90+ days overdue) so all
four AP aging buckets are populated for report demos
- Invoices.cs: add 3 more overdue invoices (31-60, 61-90, 90+ day AR buckets)
alongside the existing 21-day overdue; total now 29 invoices
- New SeedDataService.PurchaseOrders.cs: 7 POs — 3 Received (historical), 2
Submitted (in-flight), 2 Draft (pending approval); links to inventory items
where available
- SeedDataService.cs: wire SeedPurchaseOrdersAsync after Vendors seeder
- Remove.cs: add PO + POItem cleanup inside Bills removal block (two-step ID
fetch to avoid nested LINQ translation issues)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- 5 named shop workers seeded as ApplicationUser (Employee role):
Mike Sanders (Coater), Jake Wilson (Sandblaster), Sarah Brooks (Inspector),
Tyler Green (General), Chris Mason (Lead) — @pcldemo.com fingerprint domain
- Job time entries seeded for all in-progress and completed jobs;
Worker Productivity report will have data from day one
- Maintenance history seeded per equipment: 2 completed records + 1 upcoming
scheduled + 1 overdue record on Pressure Pot for overdue alert demo
- Equipment renamed to spec names: Main Batch Oven, Small Batch Oven, Powder
Coating Booth, Blast Cabinet, Pressure Pot Blaster, Air Compressor, Wash
Station, Forklift (replaced Overhead Conveyor which wasn't in spec)
- RemoveSeedDataOptions.Workers added; Remove.cs cleans up workers + time
entries on Demo Reset; SeedDataController resets workers in ResetDemoCompany
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Customers: 100 → 27 (15 commercial across auto/industrial/architectural/
fitness/marine/energy, including 2 tax-exempt govts; 12 individuals)
Quotes: 75 → 20; date range extended to 4-6 months (was 90 days);
status distribution adjusted proportionally (2 draft, 3 sent, 10 approved,
3 rejected, 2 expired)
Jobs: fixed 50-loop → per-customer 0-5 jobs (~32 total); jobIdx cycles
all 16 statuses globally so every status is visible; creation dates spread
across 1-5 months for in-progress/early jobs, 2-6 months for completed jobs
SeededCustomerEmails updated to match new 27-customer set (added
gnelson@email.com and carol.evans@email.com)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add Bills and Expenses flags to RemoveSeedDataOptions
- RemoveSeedDataAsync: delete BillPayments + BillLineItems + Bills, then
Expenses for the company when those flags are set
- ResetDemoCompany action: enable Bills=true and Expenses=true so all
seeded AP data is cleared before re-seeding (was skipping on second reset)
- Fix apostrophe in success message (was ' in C# string, double-encoded
by Razor to literal ' on screen)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- EmailService: add RedirectIfNonProd() mirroring SmsService pattern;
reads SendGrid:DevRedirectEmail and redirects all outbound email in
non-production so real customers are never contacted on local/dev
- appsettings.json: set DevRedirectEmail to spouliot@scppowdercoating.com
- PdfService: revert Opacity() (not in QuestPDF 2024.12.3); use
Colors.Green.Lighten2 for stamp + border to achieve lighter look
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
QuotesController — ConvertToCustomer POST was wrongly setting the quote
status to 'Converted' (which means a job exists) and redirecting to the
customer page with no job created. The quote then disappeared from the
default list filter and the user had no way to create the job without
hunting for it. Fix: leave the quote at 'Approved' after customer
creation and redirect back to the quote details page with a toast
prompting the next step. 'Converted' status is now set exclusively by
CreateJobFromQuote when a job actually exists.
NotificationService — add tenant reply-to email address as a visible
line in the email footer so customers who ignore or whose mail client
doesn't honour the Reply-To header still have a clear address to contact.
Also adds Warning-level logging when no reply-to is configured for a
company so future routing issues are diagnosable from app logs.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Logs a Warning when no Reply-To email is configured for a company
(so the logs show why replies land at the platform sender address)
and a Debug entry when one is set, making future send issues
diagnosable without needing the SendGrid Activity API.
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>
- Normalize IF/Abs/Pow/etc. to lowercase before evaluation so AI-generated
or manually typed uppercase function names no longer cause "Function not
found" errors
- Add NormalizeAndValidate() which normalizes then does a parse-only check
on save — invalid formulas are rejected with a clear error before storing
- Update AI system prompt to list all functions in lowercase and explicitly
call out case-sensitivity; add if() to the supported function list
- Add collapsible NCalc quick-reference panel in the formula editor showing
all operators, functions (lowercase), built-in variables, and an example
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>
The UNIQUE index on (CompanyId, Email) uses HasFilter([Email] IS NOT NULL),
so NULL allows multiple rows but empty string '' does not — every blank-email
customer after the first was hitting a duplicate-key violation at save time.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
New logic:
Tier 1 - email present: email match -> skip (unchanged)
Tier 2 - email absent + phone present: name + phone composite -> skip
Tier 3 - email and phone absent: name + city/state/zip composite -> warn, import anyway
Tier 2 requires BOTH name and phone to match so two people sharing an
office line don't falsely collide. Tier 3 warns but imports because
location data is too imprecise to hard-skip on.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Tier 1 (email): existing behavior, now uses HashSet instead of O(n²) .Any()
Tier 2 (phone): when email is absent, deduplicate by normalised phone number
(last 10 digits of MobilePhone then Phone) against both DB and within-batch
Tier 3 (name): when both email and phone are absent, warn but still import
Fixes customers with no email being silently skipped or left undetected as
duplicates. NormalizePhone strips formatting so (423) 331-9834 and
423-331-9834 match correctly.
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>
JobImportDto was missing Description despite Job entity having the field.
Downloadable template now includes a Description column; the importer maps
it directly to Job.Description with a fallback chain of Description ->
SpecialInstructions -> "Imported job".
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Custom powder/incoming powder material cost now flows into a separate
auto-generated 'Custom Powder Order' line item instead of rolling into
individual item prices, so users can add shipping charges before the
customer sees the total. A dashed yellow preview card in the wizard
shows the material cost and lets users edit the total (including shipping)
before saving. After first save the price is user-owned.
Also fixes a fatal CSV import crash when FinalPrice contains a non-numeric
value (e.g. 'false' from a spreadsheet formula): the job CSV importer now
streams rows one at a time with a lenient decimal converter, treating bad
values as $0 with a per-row warning instead of aborting the entire import.
Updated HelpKnowledgeBase.cs and Help articles (Jobs, Quotes) with
Custom Powder Order behavior and a new Data Import / Export section.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
NCalc2 operates on double internally; passing decimal parameters caused
'Operator * cannot be applied to double and decimal' at runtime.
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>
- Inventory: location filter dropdown + Print Bin page (line #, name, color, SKU)
- Fix: Prismatic Powders QR scan now extracts manufacturer/SKU/color from URL path
and uses full LookupAsync pipeline instead of relying on page fetch alone
- Fix: iOS Safari 'Login / data Zero KB' download -- add OnRejected HTML response to rate limiter
- Fix: mobile session logout -- ConfigureApplicationCookie with 30-day MaxAge persistent cookie
- Help: new 'Location Filtering & Bin Print' section in Inventory help article
- Help: HelpKnowledgeBase updated with bin filter and print bin details
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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>
- 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>
- 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>
- 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>
- 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>
- 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>
- 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>
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>
- 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>
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>
spouliot