Commit Graph

9 Commits

Author SHA1 Message Date
spouliot 27aa4e0ea6 Invoice create: show discount row in totals, allow negative line items
- Add "Discount Applied" display row (red, hidden when zero) between subtotal
  and tax so users can see the discount being deducted at a glance
- Remove min="0" from UnitPrice and TotalPrice inputs (server-rendered and JS
  template) so negative adjustment lines can be entered without form rejection

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-16 11:41:47 -04:00
spouliot 4ec55e7290 Restore all zeroed views + add bulk gift certificate creation
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>
2026-05-14 20:09:22 -04:00
spouliot 3eda91f170 Replace literal Unicode special chars with HTML entities across all 233 views
Sweeps em dashes, en dashes, multiplication signs, ellipses, and curly quotes
to their HTML entity equivalents (&mdash; &ndash; &times; &hellip; &lsquo; &rsquo;)
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>
2026-05-14 19:16:17 -04:00
spouliot e2f9e9ae4f Button consistency sweep + mobile responsiveness patches
- Standardize modal dismiss/cancel buttons to btn-outline-secondary across 70+ views
- Remove btn-sm from page-level Create and Back buttons (Index + Detail pages)
- Fix Edit buttons on Details pages: btn-secondary -> btn-warning
- Fix form Cancel/Back links: btn-secondary -> btn-outline-secondary
- Add 10 CSS patches to site.css for mobile/tablet responsiveness:
  top-navbar overflow prevention, page-header flex-wrap at 575px,
  table action button min-height override, notification dropdown width cap,
  tablet content padding

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-10 19:04:10 -04:00
spouliot d94612cc9c Fix 4 post-review issues found in accounting module audit
- Drop orphan VendorCreditId1 column from VendorCreditApplications (was
  scaffolded by EF because WithMany() lacked inverse navigation name;
  fixed WithMany() → WithMany(vc => vc.Applications) in ApplicationDbContext)
- Wire EarlyPaymentDiscount fields through full data path: added
  EarlyPaymentDiscountPercent/Days to CreateInvoiceDto, hidden inputs to
  Invoice Create view, and JS to populate from customer AJAX response
- Add missing [HttpGet] attribute to TaxRatesController.Index
- Document GenerateNow architecture exception with XML rationale

Migration DropOrphanVendorCreditId1 applied. Build: 0 errors, 168 warnings.
Unit tests: 200/200 passing.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-10 11:32:44 -04:00
spouliot d3a5d827f9 Phase F: Customer/Vendor Statements, Payment Terms Parser, Tax Rates
F1: GetCustomerStatementAsync/GetVendorStatementAsync on IFinancialReportService;
    StatementLineDto; CustomerStatementDto/VendorStatementDto; Statement action on
    CustomersController + VendorsController; Statement views + PDF download via
    StatementPdfHelper (QuestPDF); Statement button on Customer/Vendor Details pages.

F2: PaymentTermsParser static helper (CalculateDueDate, ParseEarlyPaymentDiscount);
    EarlyPaymentDiscountPercent/Days on Invoice entity; GetCustomerPaymentTerms AJAX
    endpoint on InvoicesController auto-populates Terms + due date on customer select;
    early payment discount notice on Invoice Create.

F3: TaxRate entity (Name/Rate/State/IsDefault/IsActive, tenant-filtered);
    IUnitOfWork.TaxRates + UnitOfWork + ApplicationDbContext; TaxRatesController
    (Index/Create/Edit/Delete/ToggleActive, CompanyAdminOnly); GetTaxRateForCustomer
    AJAX endpoint; Tax Rates in Settings gear menu.

Also fixes AddVendorCredits migration: VendorCreditApplications FKs changed from
CASCADE to NoAction to resolve SQL Server error 1785 (multiple cascade paths).
Migration: AddPaymentTermsAndTaxRates applied locally; 200/200 unit tests pass.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-10 10:55:22 -04:00
spouliot 3278152d83 Fix invoice re-creation after void; add payment terms selector and shop supplies line
- Voided invoices no longer block creating a new invoice for the same job: voided invoice's
  JobId FK is cleared so the unique index slot is freed for the replacement
- Invoice Details view shows voided invoices as history rather than hiding them
- Payment terms: standardized SelectList (Due on Receipt, Net 15/30/45/60/90, 2% 10 Net 30,
  COD) with custom-term preservation; invoice-due-date.js auto-updates Due Date on term change
- Shop supplies on direct (no-quote) jobs: InvoicesController derives the shop supplies line
  from the company rate when the job has no source quote to read the pre-agreed amount from
- Job entity: ShopSuppliesAmount + ShopSuppliesPercent fields preserved through job lifecycle
- Migration: AddShopSuppliesAmountToJob

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-08 20:47:34 -04:00
spouliot 8aae30765f Onboarding overhaul: slim wizard, progress widget, guided activation UX
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>
2026-04-28 21:10:47 -04:00
spouliot 63e12a9636 Initial commit 2026-04-23 21:38:24 -04:00