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>
spouliot