- Appointment reminders: add AppointmentReminderBackgroundService (60s poll), ReminderSentAt
dedup stamp, NotifyAppointmentReminderAsync sends both customer email and creator staff email;
AppointmentReminderStaff notification type + default template added; DateTime.Now used instead
of UtcNow to match locally-stored ScheduledStartTime; ToLocalTime() double-conversion removed
- NoExtraLayerCharge not persisted: flag existed on CreateQuoteItemCoatDto and was used by
pricing engine but never written to JobItemCoat/QuoteItemCoat entities — every edit reset it
to false and re-applied the extra layer charge; added column to both entities (migration
AddNoExtraLayerChargeToCoats), both read DTOs, all 3 JobItemAssemblyService overloads,
JobItemCoatSeed inner class, and existingItemsData JSON in all 5 wizard views; fixed JS
template path that hard-coded noExtraLayerCharge: false
- Coat notes not visible: notes were rendered in desktop job details but missing from the wizard
item card summary and the mobile card view; both fixed
- Scroll position lost on item save: sessionStorage save/restore added to item-wizard.js owner
form submit handler; path-keyed so cross-page navigation does not restore stale position;
requestAnimationFrame used for reliable mobile scroll restoration
- Invoice Send dead button: #sendChannelModal was gated inside @if (isDraft) but the button
targeting it fires for Sent/Overdue invoices too when customer has both email and SMS; modal
moved outside the Draft guard
- InitialCreate migration added for fresh database installs; Baseline migration guarded with
IF OBJECT_ID check so it no-ops on fresh DBs; Razor scoping bug fixed in Customers/Index.cshtml
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
When a customer was changed to/from a tax-exempt customer, the hidden
TaxPercent field was correctly updated to 0 but the live pricing preview
was not re-run, so the display showed a stale total with tax applied.
Selecting a tax-exempt customer now immediately triggers a recalc so
the on-screen total matches the amount that will be saved.
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>
Sweeps em dashes, en dashes, multiplication signs, ellipses, and curly quotes
to their HTML entity equivalents (— – × … ‘ ’)
in all .cshtml files, skipping <script> blocks. Prevents encoding corruption
from AI tools and Windows encoding mismatches that caused recurring symbol bugs.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Replace mojibake × with × in oven batch cost row across Jobs Create/Edit/EditItems and Quotes Create/Edit
- Fix Qty × Unit Price tooltip in Bills/Edit and Invoices/Edit
- Fix all â€" (garbled em dash) and São Paulo in Profile timezone dropdown option labels
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>
- Quote entity: ProspectSmsConsent (bool) + ProspectSmsConsentedAt (DateTime?) fields
- QuoteDtos: consent fields on Create/Update/Convert DTOs with TCPA guidance text
- Quote Create/Edit views: SMS consent checkbox shown when mobile number is entered
- Quote ConvertToCustomer view: staff must re-confirm consent carries over to customer record
- QuoteApproval: consent state exposed in ViewModel and ApprovalPage for transparency
- Consent timestamp cleared when prospect quote is linked to an existing customer
- Migration: AddProspectSmsConsent
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Quotes Create/Edit: hide 'Send via email' checkbox when customer has no
email; show badge 'send via SMS from details' or 'SMS consent required'
when customer has a mobile number. JS responds to customer dropdown change.
- Quotes Details: hide 'Send Quote via Email' button and approval email
checkbox; hide SMS button when no mobile; show consent-required note.
- Jobs Details (Mark Complete modal): hide email checkbox; show
'SMS notification will be sent' badge or consent-required note.
- Jobs Index (status modal): hide email row when customer has no email.
- Jobs Edit: hide 'Notify customer if status changes' when no email.
- Invoices Details: hide Send/Re-send buttons when no email (vs. disabled).
DTOs: added CustomerEmail + CustomerNotifyByEmail to JobDto/JobListDto;
added CustomerNotifyByEmail/CustomerMobilePhone/CustomerNotifyBySms to
QuoteDto. Mapped in JobProfile and QuotesController customer blocks.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
When a tenant uploads a logo it is stored in Azure Blob Storage and
LogoData (the legacy DB byte[]) is cleared. All PDF controllers were
still reading the now-null LogoData, so logos never appeared on any
PDF after upload. Fixed by injecting ICompanyLogoService into all six
affected controllers (Quotes, Invoices, Deposits, GiftCertificates,
PurchaseOrders, CatalogItems) and loading the blob-stored logo first
before falling back to the legacy DB field.
Also added structured logging to the AI photo promotion path in
QuotesController Create/Edit POST so upload failures are visible in
production logs instead of silently swallowed.
Added onclick safety net to the Create and Edit quote submit buttons
so dynamically-injected hidden fields (AiPhotoTempIds) are written
before iOS Safari collects the form data on submit.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Setup Wizard: reduced from 10 steps to 5 (Company Info → QB Migration →
Pricing Defaults → Named Ovens → Notifications). Removed Doc Numbering,
Job Settings, Payment Terms, Pricing Tiers, and Team Members steps — these
all have sensible defaults and are accessible any time in Company Settings.
Wizard now completes in ~5 minutes instead of 15–20.
Dashboard progress widget (new): "Get the most out of your shop" checklist
appears for Company Admins after wizard completion. Tracks six post-setup
activation tasks with dynamic progress badge, motivating subtitle copy,
collapsed-state persistence via localStorage, and a full completion state
("Your shop is fully set up 🎉") that replaces the checklist at 100%.
The next recommended step is highlighted with a solid CTA button and a
subtle blue row tint. Completed steps show encouraging green subtext instead
of just "Done". Widget disappears from controller when AllDone would have
caused a silent vanish — now renders the completion state instead.
Guided activation (Daily Board): rewrote the BoardIntroStep callout to lead
with "This is your shop in real time" and a plain-English description of the
board's purpose. Added a separate InstructionText field to
GuidedActivationCalloutViewModel so the "Move this job to the next stage"
action prompt renders as a distinct bold line with an arrow icon rather than
being buried in the body copy. After the stage change, the confirmation
callout now reads "Nice — your workflow just updated" to reinforce what just
happened before prompting the invoice step.
All copy passes the "shop owner, not SaaS" test: no technical jargon,
benefit-driven descriptions, natural language throughout.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- PasskeyController: set LastLoginDate on passkey sign-in so Company Health
and audit pages show accurate last-login times (was always showing 'Never')
- Jobs/Index status modal: disable 'Notify customer' email toggle and show
warning when customer has notifications turned off; CustomerNotifyByEmail
added to JobListDto + JobProfile mapping + data-customer-notify attribute
- Quotes/Create: disable 'Send quote via email' checkbox with 'Notifications
off' badge when selected customer has email opt-out; ViewBag.CustomerEmailOptOutIds
added alongside existing CustomerTaxExemptIds pattern
- Quotes/Create: Quick Quote / Full Quote segmented toggle at top of form;
hides non-essential fields (dates, notes, tags, oven, discount, photos) in
Quick mode; selection persisted in localStorage
- InvoicesController Send action: improved error logging and user-facing
warning when PDF generation or email dispatch fails after status is saved
- item-wizard.js: guard item restoration with try/catch; ensure writeHiddenFields
always runs on form submit via capture-phase listener
- Help docs and AI knowledge base updated for all new features
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
spouliot