- 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>
The HTML entity sweep script had a bug where it wrote empty files for any
view that contained no target Unicode characters, zeroing out 215 view files.
All views restored from the pre-sweep commit (cefdf3e).
Bulk gift certificate feature:
- BulkCreateGiftCertificateDto with Quantity (1-500), Amount, Reason, Expiry, Notes
- GenerateBulkGiftCertificatePdfAsync on IPdfService / PdfService: one Letter page
per cert, reusing the same purple/gold branded ComposeGiftCertificateContent helper
- GiftCertificatesController: BulkCreate GET/POST, BulkResult GET, BulkDownloadPdf POST
- Views: BulkCreate.cshtml (form with live total preview), BulkResult.cshtml (table +
Download All PDF button that POSTs cert IDs to avoid URL length limits)
- gift-certificate-bulk.js: live preview + spinner/disable on submit
- Index.cshtml: Bulk Create button added alongside New Certificate
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- 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>
- QuotePricingAssemblyService: catalog no-coat items now respect PowderCostOverride instead of always using DefaultPrice
- PricingCalculationService: removed duplicate catalog fast-path in CalculateQuoteTotalsAsync that bypassed CalculateQuoteItemPriceAsync (and thus ignored PowderCostOverride); all items now go through the single authoritative path
- Jobs/Details.cshtml: timeTracking.del() and timeTracking.save() now call costing.load() after success so the time entry row and costing breakdown stay in sync
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>
- 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>
Non-commercial individuals have their full name stored in both CompanyName
and ContactFirstName/ContactLastName, causing the PDF to render the name
twice. Skip the company name line when it matches the assembled contact name.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
The flag should default off (catalog DefaultPrice used as-is) but remain
functional so users can opt in when a job needs exceptional prep time
(e.g. 120-min outgassing vs. the typical 30 min baked into the catalog price).
Previous commit removed this entirely — restoring with correct default behavior.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Catalog DefaultPrice is always the base price — removed the IncludePrepCost
gate that was adding prep service labor on top of catalog items. PrepServices
on catalog items exist for scheduling purposes only, not pricing.
Also fixed Razor syntax bug in Details.cshtml where @(expr).ToString("F1")
rendered the raw decimal followed by the literal string ".ToString("F1")"
instead of the formatted value.
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>
- 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>
Each catalog item now supports one optional image (jpg/jpeg/png/gif/webp,
max 10 MB). Uploading generates a 200x200 JPEG thumbnail automatically via
SixLabors.ImageSharp. Images are stored in Azure Blob Storage under a new
catalogimages container, keyed by {companyId}/catalog/{itemId}/.
- CatalogItem entity: ImagePath + ThumbnailPath (nullable string fields)
- Migration: AddCatalogItemImages applied
- ICatalogImageService / CatalogImageService: upload, thumbnail generation,
delete; old blobs replaced atomically on re-upload
- CatalogItemsController: Create/Edit accept optional IFormFile image;
Image(id, thumbnail) action serves blobs with [Authorize] so wizard users
can load thumbnails without CanManageProducts policy
- Catalog index (_CategoryNode): 40x40 thumbnail (or placeholder icon)
left of each item name
- Details view: image card in right column with click-to-full-size link
- Create/Edit views: file picker with live preview; Edit shows current
thumbnail with Remove checkbox
- Wizard (item-wizard.js): thumbnails in product list with hover preview
that follows the cursor (showCatalogPreview / moveCatalogPreview);
fixed Bootstrap d-flex !important bug that broke the filter box by
moving flex layout to an inner wrapper div
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Adds MonthlyRent, MonthlyUtilities, and MonthlyBillableHours to CompanyOperatingCosts so fixed shop occupancy costs are recovered on every quote. The pricing engine converts these into a per-hour rate and applies it as a transparent "Facility Overhead" line between oven batch cost and shop supplies. UI added in Company Settings Operating Costs tab and Setup Wizard Step 3; migration AddFacilityOverheadFields applied. Help docs and AI knowledge base updated to cover the new fields and the revised quote pricing calculation order.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
spouliot