Commit Graph

9 Commits

Author SHA1 Message Date
spouliot 97745f9a65 Add Timeclock settings tab in Company Settings with multi-kiosk support
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>
2026-05-27 00:12:46 -04:00
spouliot 6c2fe6e1c4 Add Employee Timeclock feature with kiosk, attendance report, and payroll CSV export
- 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>
2026-05-26 19:53:13 -04:00
spouliot 1a44133a63 Remove ShopWorker entity and migrate worker identity to ApplicationUser
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>
2026-05-15 20:32:32 -04:00
spouliot 6a918c2afc Add invoice SMS notifications and customer intake kiosk
Invoice SMS:
- Send Invoice modal now prompts Email/SMS/Both based on customer contact data
- New /invoice/{token} customer-facing view page with full line items and pay button
- PublicViewToken (permanent) added to Invoice; separate from expiring PaymentLinkToken
- InvoiceSent SMS default template added; customizable via Notification Templates settings
- {{viewUrl}} placeholder documented in template editor

Customer Intake Kiosk:
- Tablet kiosk flow: Contact → Job → Terms/Signature → Confirmation
- Remote link mode for off-site customers (lighter form, no signature)
- KioskHub (AllowAnonymous SignalR) for staff-to-tablet push without login
- Staff activates tablet via cookie; sends remote link manually
- Submitted sessions create Customer + Job automatically; fires in-app notification

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-13 16:25:27 -04:00
spouliot fde24b09c9 Phase F: Add Invoice Write-Off, Fixed Assets, Period Locking, and 1099 Tracking
- 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>
2026-05-10 12:19:32 -04:00
spouliot 7e1676cfd7 Add Phase A accounting features: AP Aging, Trial Balance, Cash vs Accrual
- 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>
2026-05-09 23:34:54 -04:00
spouliot 6569d9c4ea Add SMS gating, TCPA terms agreement, and compose-before-send modal
- 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>
2026-05-01 22:29:39 -04:00
spouliot cb7bbc37bd Add three-layer feature gating for AI Catalog Price Check
Adds platform-level, plan-level (Enterprise only), and per-company
toggles for the AI Catalog Price Check feature. Includes:
- Company.AiCatalogPriceCheckEnabled per-company flag
- SubscriptionPlanConfig.AllowAiCatalogPriceCheck plan-level flag
- PlatformSetting 'AiCatalogPriceCheckEnabled' global kill switch
- IPlatformSettingsService.GetBoolAsync helper
- ISubscriptionService.CanUseAiCatalogPriceCheckAsync
- UI controls in Companies/Edit, PlatformSubscription/Edit+Index,
  and SubscriptionManagement/Manage
- Migration AddAiCatalogPriceCheckGating applied

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-26 08:29:51 -04:00
spouliot 63e12a9636 Initial commit 2026-04-23 21:38:24 -04:00