Commit Graph

6 Commits

Author SHA1 Message Date
spouliot 7735fe3cce Demo data realism + invoice resend via SMS on any status
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>
2026-06-11 13:20:04 -04:00
spouliot 249128e852 Fix Reset Demo Company: full wipe mode + missing removal categories
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>
2026-06-10 22:49:30 -04:00
spouliot 584664e7c8 Demo seed Phase 2: workers, time entries, maintenance records
- 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>
2026-06-10 22:20:04 -04:00
spouliot 72382a5dd5 Fix demo reset: wipe bills/expenses, fix apostrophe display bug
- 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 &apos; in C# string, double-encoded
  by Razor to literal &apos; on screen)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-10 21:48:43 -04:00
spouliot 86a293a927 Add one-click Demo Company reset for tutorial recording prep
New ResetDemoCompany POST action wipes all seeded data (customers, jobs,
quotes, invoices, inventory, equipment, catalog, pricing tiers, operating
costs) from the DEMO company and immediately re-seeds with fresh records
dated relative to today. Seed data already used relative dates so every
reset produces a realistic, current-looking dataset.

View adds a red "Reset Demo Company" card at the top of the Seed Data page,
visible only when the DEMO company exists. Single button with confirm dialog;
shows exactly what will be wiped and what will be preserved (user accounts,
company settings, lookup tables).

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-10 21:34:57 -04:00
spouliot 63e12a9636 Initial commit 2026-04-23 21:38:24 -04:00