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>
- 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>
- 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>
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>
- Company Settings: switch save button from type=submit to type=button
to bypass HTML5 form validation blocking the submit event; replace
AutoMapper Map() with explicit property assignment so EF change
tracking reliably detects mutations; fix showButtonSuccess() never
re-enabling the button after a successful save
- Invoice PDF: move PAID stamp into the header row as a centered middle
column so it sits between the company and invoice blocks without
adding height to the document
- Purge script: use business-date fields instead of CreatedAt so
imported records (which all share today's CreatedAt) are correctly
filtered by actual transaction dates
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
The Ready pill passed searchTerm=ReadyForPickup which did a text search —
"readyforpickup" (no spaces) never matched the display name "Ready for Pickup".
Converted to statusGroup=ready and added the corresponding controller case.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- New CustomerContact entity + migration (AddCustomerContactsAndCrmFields)
- Customer.LeadSource + ShipToAddress/City/State/ZipCode/Country fields
- Additional Contacts card on Customer Details with AJAX add/edit/delete
- Lead Source dropdown on Create/Edit; Ship-To section on Create/Edit
- Customer Details: side-by-side billing/ship-to when ship-to is set
- Help docs: Customers (contacts, ship-to, lead source, preferred powders, outstanding pickups)
- Help docs: Jobs (clone job, project name), Quotes (project name), Invoices (project name), Inventory (low stock clickable filter)
- HelpKnowledgeBase.cs updated for all features above
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Outstanding Pickups card on Customer Details shows jobs awaiting pickup with age badges
- Customer Notes log: inline add/delete notes with important flag, AJAX-backed
- Clone Job action on Jobs controller; Repeat Last Job button on Customer Details quick actions
- Preferred Powders per customer: typeahead inventory search, AJAX add/remove
- CustomerPreferredPowder entity + migration; unit tests for CRM stats/timeline logic
- Fix EF Core concurrency bug: parallel Task.WhenAll FindAsync replaced with sequential awaits
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Edit GET now falls back to job.ProjectName for invoices created before the
column was added. Details view shows Project Name alongside Customer PO.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Stores ProjectName on the Invoice entity (previously only inherited from the
linked job at display time). Pre-fills from the job when creating from a job.
Migration: AddInvoiceProjectName.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add ProjectName (nvarchar 100, nullable) to Quote and Job entities;
migration AddProjectNameToQuotesAndJobs applied
- Add ProjectName to all relevant DTOs: QuoteDto/Create/Update,
JobDto/List/Create/Update, InvoiceDto (mapped from Job.ProjectName
via AutoMapper so the invoice PDF picks it up without a separate column)
- Form field added after Customer PO in Quote Create/Edit and Job Create/Edit
- CreateJobFromQuote copies ProjectName from quote to job automatically
- Details views (Quote and Job) display Project when set
- Printable quote PDF: Project row in the quote details block
- Work order: Project row in customer/job info section
- Invoice PDF: Project shown in the Job Reference block alongside Job # and PO #
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>
Root cause: company-settings-lookups.js had its own baseByCfm/multiplier
tables that were completely different from ShopCapabilityCalculator.cs,
so the UI showed an inflated rate (e.g. 82 sqft/hr) while the AI prompt
received the server-computed rate (e.g. 9 sqft/hr).
- Add CompanySettingsController.DeriveBlastRate endpoint — thin GET that
calls ShopCapabilityCalculator directly; now the single formula path
- Delete all client-side formula code (baseByCfm, multiplier tables,
deriveBlastRate) — ~30 lines removed
- Modal live preview calls /CompanySettings/DeriveBlastRate with 250ms
debounce instead of computing locally
- Blast setup table uses setup.derivedRate from GetBlastSetups (already
server-computed) instead of recalculating client-side
- QuotesController.AiAnalyzeItem: when no blast setup is explicitly
selected, fall back to the company's default blast setup so the
configured rate is always used
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- InventoryController: extract RecordInventoryUsageAsync helper; both LogUsage
(scan page) and LogMaterial (jobs modal, moved from JobsController) call it —
no more duplicate save/GL logic across two controllers
- Log Material modal: replace radio buttons with prominent toggle buttons so the
active mode (Amount Used vs Amount Remaining) is always visually obvious; add
always-visible preview line showing exactly what will be logged before saving
- Edit Usage modal: add quantity field (pre-populated from existing transaction)
with delta adjustment to InventoryItem.QuantityOnHand on save; include
completed/terminal jobs in the dropdown so entries can be corrected after a
job is marked done
- Scan page job picker: include jobs completed within the last 7 days (marked
with '(completed)') so usage can be logged after a job is finished
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Previously FieldsJson was serialized as an escaped string in the export
file, which was fragile and unreadable. Now parsed into a JsonElement and
embedded as a proper JSON array under the key "fields". Import reads it
back with GetRawText() to reconstruct the stored string. This prevents
the null/empty fields bug caused by manually-edited or round-tripped files.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
System.Text.Json defaults to PascalCase for anonymous types, producing
"Name"/"OutputMode" etc., while the import used TryGetProperty("name")
causing every template to fail with "no name". Adding CamelCase naming
policy aligns the export format with what the import expects.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Export: GET /CompanySettings/ExportCustomItemTemplates downloads all
company templates as an indented JSON backup (strips internal IDs/paths)
- Import: POST /CompanySettings/ImportCustomItemTemplates restores from
that file; runs full field + formula validation, skips name duplicates,
returns per-item results (imported / skipped / errors)
- Unsaved-changes guard: cfModal now intercepts backdrop/ESC/X when the
form is dirty and prompts before discarding work
- Export and Import buttons added to the Custom Formulas card header
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>
Three bugs fixed:
1. Wrong timing — inventory items with IsIncoming=true were auto-created during
quote save (in QuotePricingAssemblyService). Now deferred to quote approval so
inventory only reflects powders the shop is actually going to process.
2. Duplicate records — same powder on multiple items in one quote created multiple
inventory records. Now grouped by PowderCatalogItemId: one record per unique
catalog powder, all matching coats linked to the same record.
3. Wrong category — category resolution used first IsCoating=true by DisplayOrder,
which could land items in Cerakote or other unintended categories. Now prefers
CategoryCode==POWDER explicitly, with DisplayOrder fallback.
Changes:
- QuoteItemCoat: add PowderCatalogItemId int? — persists catalog reference at quote
save time so the approval path knows what to create
- QuotePricingAssemblyService.BuildQuoteItemCoatsAsync: store PowderCatalogItemId
on coat instead of calling CreateIncomingInventoryItemAsync immediately
- QuotePricingAssemblyService.CreateIncomingInventoryItemAsync: signature changed
from (coatDto, companyId) to (catalogItemId, companyId); category lookup prefers
POWDER code; no longer clears PowderCostPerLb on the DTO
- QuotePricingAssemblyService.EnsureIncomingInventoryForApprovedQuoteAsync: new
public method called at approval — loads pending coats, groups by catalog ID,
creates one inventory item per group, links all coats in each group
- IQuotePricingAssemblyService: exposes EnsureIncomingInventoryForApprovedQuoteAsync
- QuotesController.ApproveQuote: calls EnsureIncomingInventory after save
- QuotesController.ChangeQuoteStatus: calls EnsureIncomingInventory on Approved
- QuoteApprovalController: injects IQuotePricingAssemblyService; calls
EnsureIncomingInventory in ApproveInternal (customer-facing portal path)
- InventoryController.CreateIncomingFromCatalog: same category fix (prefers POWDER)
- Migration: AddPowderCatalogItemIdToCoat (nullable int on QuoteItemCoats)
- Tests: updated AddAsIncoming test to verify deferred behavior; new deduplication test
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- ClockEntryType enum (Work/Break/Lunch) on EmployeeClockEntry; default 0 = Work
so all existing entries are unaffected
- Migration AddClockEntryType applied
- Break and Lunch buttons on clock status card (only when AllowMultiplePunchesPerDay
is enabled); GoOnBreak closes current Work segment and opens Break/Lunch segment
- Return to Work button when on break/lunch; closes break segment, opens new Work
- Status badges on clock card and Who'\''s In grid: Working / On Break / At Lunch
- Break/Lunch hours excluded from all day totals, week totals, metrics, and CSV
- Manager: Manual Entry modal to create a time entry for any company employee
- Attendance report defaults to current ISO week; Week/Month mode toggle with
auto-submitting dropdowns (last 12 weeks or months); period label shown inline
- Attendance CSV: Type column added; day/week totals blank on Break/Lunch rows;
filename uses period label
- Week subtotal rows suppressed in single-week view (shown in month view only)
- Help article and AI knowledge base updated for all new features
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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>
- 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>
Both PricingBreakdown constructions in QuotesController.Details were
missing FacilityOverheadCost and FacilityOverheadRatePerHour mappings,
so the view condition (FacilityOverheadCost > 0) was always false even
though the overhead was correctly stored on the Quote entity and included
in the total. The quote-to-job conversion block already had them; now all
three are consistent.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
DataPurgeController was deleting Jobs without first clearing the nullable
Appointments.JobId FK, causing FK_Appointments_Jobs_JobId violations.
Fix nulls out the FK on any linked appointments before the DELETE runs.
Also applies migration AddAllowCustomFormulas (AllowCustomFormulas column
on SubscriptionPlanConfigs for custom formula pricing feature gating).
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>
- Vendor Create: reject duplicate company names (case-insensitive) before
saving; works for both the standalone form and the inline quick-add modal
- _Pagination: define changePageSize() JS function (was called but never
existed, breaking page size dropdown on every paginated list)
- Inventory Label: show bin/location on printed QR code labels
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Adds an 'All Colors' dropdown to the inventory filter bar populated from
the ColorFamilies values already stored on inventory items. Selecting a
family (e.g. 'Red') returns only items tagged with that family.
Also refactors the 16-branch if/else filter builder into a single
composable predicate, making future filter additions trivial.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
RecommendedMaintenanceIntervalDays was a non-nullable int with [Range(1,3650)],
so submitting the form without filling it in bound to 0 and failed validation.
Made nullable on the entity, both DTOs, and the one controller callsite that
calls .AddDays() (now uses .Value). Migration applied.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Fix Add Field blanking inputs: cfFields was IIFE-scoped so inline oninput
handlers couldn't reach it; expose cfUpdateField on window
- Fix ManualUnitPrice dropped in buildItemFromData: condition excluded
isCustomFormulaItem, causing FixedRate items to reprice from scratch
- Fix formula card missing on job pages: load CustomFormulaTemplates in
PopulateJobItemDropDownsAsync so Details, EditItems, and Edit all get it;
add customFormulaTemplates + formulaEvalUrl to Details and EditItems pageMeta
- Add NCalc field name validation: client-side inline feedback (is-invalid +
message on oninput) and pre-save sweep; server-side ValidateTemplateFields
on Create and Update; rules: letter-start, letters/digits/underscores only,
no duplicates, "rate" reserved
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>
Vendors can now be tagged with one or more inventory categories (Powder,
Chemical, etc.) via checkboxes on the Create/Edit form. The inventory
Create/Edit vendor dropdown automatically filters to matching vendors when
a category is selected; falls back to all vendors if none are tagged.
Includes migration AddVendorCategories (VendorInventoryCategories join table).
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Adds an embed mode to the Label view (hides standalone nav controls) and
an iframe-based modal on Inventory Details. The modal footer Print button
calls contentWindow.print() so the print dialog opens without spawning a
new window.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Adds a PricingType enum to ReworkRecord (FixedPrice | PerItem), surfaces the
choice in the rework modal on Job Details, and wires the resulting unit/total
price display. Includes migration AddReworkPricingType, updated repository
query for rework history, and help article updates.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
LookupAsync builds SpecPageUrl from the ProductUrlTemplate via TryBuildDirectUrl.
If the template is stored without a scheme the link is scheme-less and browsers
treat it as relative, appending it to the app URL.
The scanned QR URL is always fully-qualified and always the correct product page
(it came from the manufacturer's bag), so use it unconditionally as SpecPageUrl
on the pattern-matched QR path instead of only when SpecPageUrl was null.
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>
- PatchItem: add case-insensitive JSON deserialization; add legacy fallback
that computes a live breakdown from job items when PricingBreakdownJson is null
- PatchItem: return itemsSubtotal, subtotalBeforeDiscount, subtotalAfterDiscount,
taxAmount in JSON response for immediate DOM updates
- GetCostingBreakdown: use job.FinalPrice as revenue (not invoice total) so
costing figures reflect inline edits before an invoice exists
- Details.cshtml: add data-pb attributes to visible pricing rows; add
job-final-price-display class to visible Total element
- Details.cshtml: wire afterSave callback to call costing.load() after each edit
- inline-item-edit.js: add afterSave hook in commit(); clean up debug logging
- Help docs: add Inline Price Editing sections to Jobs, Quotes, and Invoices
help articles; add inline editing + job costing revenue notes to AI knowledge base
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Jobs/PatchItem now returns the full breakdown (itemsSubtotal,
subtotalBeforeDiscount, subtotalAfterDiscount, taxAmount) so all rows
in the pricing card update live without a page refresh.
Added data-pb attributes to the matching spans in the pricing panel.
Updated window.inlineItemEdit.totals config for jobs to map each
response key to its DOM selector.
updateTotals in inline-item-edit.js is now fully generic — cfg.totals
keys must match server response property names directly, eliminating
the old hardcoded tax/taxAmount and balance/balanceDue mismatches.
Updated Quote and Invoice configs accordingly (tax→taxAmount,
balance→balanceDue).
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
For quote-based jobs, invoice creation now reads fee components (oven,
facility overhead, shop supplies, rush fee) from the job's
PricingBreakdownJson snapshot rather than the source quote. The
FacilityOverheadCost column was added to Quotes in May 2026; older
quotes have 0 there even though overhead was included in their total,
causing invoices to silently drop the overhead charge. The job snapshot
is updated on every save so it always reflects the current pricing.
Tax rate and discount still come from the source quote as agreed terms.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Generates a no-price packing slip (items, color, qty + signature line) via
QuestPDF. New DownloadPackingSlip action reuses existing invoice data pipeline;
Packing Slip button opens inline in a new tab same as Print/PDF.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
When voiding an invoice that has non-deposit payments (e.g. CC charges),
those payments are now converted to CRED- Deposit records so the money
trail is preserved and the credit auto-applies to the replacement invoice.
Deposits that were applied to the voided invoice are also re-released so
they can auto-apply again. Void confirmation dialog and success message
both reflect the credit amount when applicable.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
When an invoice was voided, deposits auto-applied at invoice creation
kept their AppliedToInvoiceId pointing at the voided invoice. The
replacement invoice lookup (AppliedToInvoiceId == null) skipped them,
so the deposit was never re-applied and the customer was charged in full.
Void now clears AppliedToInvoiceId/AppliedDate on all deposits tied to
the invoice so they're available for the next invoice, and credits the
CustomerDeposits 2300 liability account to restore the balance that was
debited when the deposits were originally applied.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Razor numeric expressions emitted into JS literals (MAX_TOTAL,
SURCHARGE_VALUE) now use InvariantCulture, matching the pattern already
used on the deposit page. Without this, a server culture with comma
decimal separators would silently truncate values like 2.5% to 2.
CustomerEmail removed from PaymentPageViewModel and
DepositPaymentPageViewModel — it was populated from the DB on every
payment page load but never consumed after receipt_email was removed
from the Stripe PaymentIntent.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
spouliot