Jobs used company default TaxPercent for every pricing recalculation
(Create, Edit, UpdateItems, DeleteJobItem) without checking the customer's
IsTaxExempt flag. Added GetEffectiveTaxPercentAsync helper and wired it
into all seven call sites so tax-exempt customers are never billed tax
regardless of which path triggers the recalc.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
parseFloat('0') is falsy in JS, so '0 || pageMeta.taxPercent' was
falling through to the company default rate even when the TaxPercent
field was correctly set to 0 for a tax-exempt customer. Use an
explicit field presence check instead.
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>
Seven new decimal columns on Quotes table that were added to the entity
in the pricing audit but the migration was never created (name collision
with a prior attempt in the previous session caused the scaffold to fail).
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Store complete PricingBreakdownJson snapshot on Job at every save point so
the Details page reads stored data rather than re-running the pricing engine
- Add 7 missing fields to Quote entity (FacilityOverheadCost, tier/quote discounts,
SubtotalAfterDiscount) and persist them via ApplyPricingSnapshot
- Fix OvenCostId-as-rate bug in JobsController (FK was passed as decimal $/hr)
- Fix hardcoded LaborCost * 0.4 multiplier in two JobItemAssemblyService overloads
- Fix FacilityOverheadCost dropped from invoices in both quote and direct-job paths
- Fix RushFee missing from direct-job invoices (read from PricingBreakdownJson)
- Fix Notes and CatalogItemId not copied to InvoiceItem
- Add 14 unit tests in PricingStageFlowTests covering all three pricing stages
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
All � replacement characters replaced with correct HTML entities
(—, –, •, ×, …) and restored a
corrupted class attribute with missing double quotes on the Intake button.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- CSS fix: change blanket .table-responsive hide to only trigger when
a .mobile-card-view sibling exists (.mobile-card-view ~ .table-responsive
and :has() rule) — auto-fixes 60+ forms/reports/detail/help pages that
were showing blank on mobile by making their tables scroll instead
- Add mobile card views to remaining list pages:
JobsPriority (overdue jobs, main board, maintenance sections)
NotificationLogs (email/SMS log entries)
AiUsageReport (per-company AI usage breakdown)
GiftCertificates/BulkResult (batch certificate list)
Inventory/SamplePanels (Need to Order + On Wall tabs)
BannedIps (active bans + lifted/expired bans)
OnboardingProgress (per-company activation funnel)
ReleaseNotes/Manage (versioned changelog entries)
StorageMigration/Results (file migration status list)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Both pages were blank on phones because mobile-cards.css hides .table-responsive
below 992px but neither page had a .mobile-card-view section. Added card-per-row
mobile layout to match the Customers page pattern — tappable cards with status
badges, key fields, and action buttons sized for touch.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Remote sessions (customer's phone) no longer get the 45-second inactivity redirect
that requires a KioskDevice cookie — would have landed them on an error page.
Intakes staff table hides non-essential columns on small screens so the primary
customer/status/actions columns are visible without horizontal scrolling.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
BatchId (Guid?) is stamped on every certificate in a bulk run so the batch
is permanently addressable. BulkResult is now a bookmarkable GET by batchId
rather than TempData, so users can return to re-download at any time.
BatchDownloadPdf is a GET link (no form POST needed). Index shows a Batch
badge on bulk certs that links directly back to the batch result page.
Migration: AddGiftCertificateBatchId
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>
Users can now toggle between 'Amount Used' and 'Remaining Weight' on the
QR scan page. In remaining-weight mode, usage is calculated as
(current stock - remaining) before submit — no controller changes needed.
Includes live hint showing calculated usage and new balance as they type,
with validation preventing negative usage or remaining > current stock.
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>
The notification bell polls /InAppNotifications/Recent (a JSON endpoint) every time
it loads. Because the middleware throttles updates to once per 60s, the update fired
on whichever request first arrived after the throttle expired — usually the bell poll
rather than a real page navigation. Fix: skip any response whose Content-Type is
application/json so only full page navigations update the current-page field.
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>
- CatalogLookup now returns all partial color name matches ranked by
specificity (exact vendor+color first, same-vendor partial, cross-vendor)
with isExact flag so JS can decide to auto-fill vs show modal
- Removed cross-vendor fallback that was silently overwriting manufacturer
field with wrong brand when vendor-scoped search found nothing
- Picker modal now includes "Not listed — search online" option that
triggers AI lookup as an escape hatch from the catalog results
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Companies list and Company Health now hide Expired/Canceled accounts
whose subscription ended 14+ days ago; show/hide toggle via banner
- KPI cards on Company Health exclude churned tenants when hidden
- showChurned param threads through sort, pagination, search, and filter forms
- Powder catalog: fix missing UnitPrice on user-contributed entries;
add back-sync to fill catalog gaps on existing matches; wire
AiAugmentFromUrl and manual inventory Create into catalog contribute path
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
When kiosk consent is completed, the staff-facing customer Details page
now updates the SMS badge instantly via SignalR — no page refresh needed.
Added customerId to the NewInAppNotification SignalR payload so the
KioskConsent handler can match the current URL and swap the badge in place.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Route param renamed customerId→id so /Kiosk/SmsConsent/15307 binds correctly
(default MVC route uses {id}; mismatched name caused GetByIdAsync(0)→404→loop)
- Cache entry cleared in GET (not just POST) so returning to Welcome after seeing
the form never redirects again
- Added POST /Kiosk/CancelSmsConsent for staff to free the kiosk if they pushed
consent accidentally — Customer Details shows a Cancel button after pushing
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Notification bell:
- Bell now polls /InAppNotifications/Recent every 60s as a SignalR fallback
- Bell dropdown refresh on open so count is always current when staff looks at it
SMS consent → kiosk flow:
- Staff clicks "Get SMS Consent" on Customer Details → AJAX POST to
/Kiosk/PushSmsConsent stores customer in IMemoryCache (10 min TTL)
- Kiosk PollSession returns smsConsentPending + customerId so tablet navigates
to /Kiosk/SmsConsent/{customerId} automatically
- Customer reads TCPA consent on tablet, taps I Agree or No Thanks
- On agree: NotifyBySms/SmsConsentedAt/SmsConsentMethod set; in-app notification
fires; cache cleared; tablet returns to Welcome
- Removed Customers/SmsConsent (staff-browser version); moved view to Kiosk/
Button alignment:
- kiosk.css: added display:flex + align-items:center + justify-content:center to
all kiosk body buttons so content is centred vertically in tall button outlines
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- New GET/POST Customers/SmsConsent/{id}: full-screen kiosk-layout page staff
opens and hands to the customer to read TCPA consent language and tap I Agree
- On agreement: sets Customer.NotifyBySms, SmsConsentedAt (UTC), SmsConsentMethod
= "InPerson", clears SmsOptedOutAt
- Redirects back if customer has already consented (no double-consent)
- Customer Details: "Get SMS Consent" badge link shown when NotifyBySms is false;
SMS on badge shows consent date on hover when consented
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- New CompanyPreferences.KioskIntakeOutput setting ("Quote" default / "Job"): controls
what the kiosk creates on submission; shown as a card-style radio toggle in
Company Settings → Kiosk tab
- KioskSession.LinkedQuoteId added so quote-first sessions link back to the draft quote
- Migration AddKioskIntakeOutputSetting applies both schema changes
- ProcessSubmissionAsync branches on setting: creates Draft quote (quote-first) or
Pending job (job-first); save order fixed (CompleteAsync before using DB-assigned Id as FK)
- Terms.cshtml pricing paragraph is now dynamic: "subject to formal quote" for Quote mode,
"team member will reach out about pricing" for Job mode
- Customer Intakes list: "View Quote" button appears when LinkedQuoteId is set
- Notification label fixed: Remote sessions now say "Remote Intake", not "Walk-in Intake"
- Inactivity reset shortened to 45 s on intake steps
- Signature pad: hosted locally (no CDN), canvas resize deferred via requestAnimationFrame
- AI photo upload: client-side compression to ≤1200px + AbortController 120 s timeout
- Help article and AI knowledge base updated with kiosk feature
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- New Help article at /Help/CustomerIntakeKiosk covering setup, in-person
and remote intake flows, what happens on submission, reviewing intakes,
and troubleshooting (signature pad, connection issues, seed data)
- Add kiosk entry to _HelpNav under Operations
- Update HelpKnowledgeBase: nav overview, full kiosk section, two new
common workflow entries (walk-in kiosk and remote intake)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Fix Jobs.Id FK violation: save job first with CompleteAsync() to get
its DB-assigned Id, THEN set session.LinkedJobId and save again.
Previously job.Id was still 0 when written to the nullable FK column.
- Replace ?? 1 fallbacks on JobStatusId/JobPriorityId with explicit
InvalidOperationException — hardcoded 1 may not exist in the company's
lookup tables; now fails loud with a clear message instead of an FK error.
- Add ValidateSessionState check to Terms POST so expired/already-submitted
sessions don't re-run ProcessSubmissionAsync and create duplicate jobs.
- Null-guard session.JobDescription before slicing for notification snippet.
- Tighten catch block: wrap the fallback CompleteAsync in its own try/catch
so a secondary failure doesn't mask the original error in logs.
- Swap Job.Description / SpecialInstructions: Description now holds the
actual job description text; SpecialInstructions records the intake source.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
ProcessSubmissionAsync was creating a Job without JobPriorityId, leaving
it as 0 which violates the FK to JobPriorityLookups. Look up the NORMAL
priority the same way JobsController does everywhere else.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Compress photos client-side before uploading (1200px max, JPEG 85%):
full-res phone photos (5-15 MB) → ~150-250 KB, dramatically reducing
upload time on slow mobile connections and Anthropic processing time
- Add 120s AbortController to both AiAnalyzeItem fetch calls so a stalled
mobile connection produces a clear 'timed out' error instead of spinning forever
- After 30s show 'Still analyzing… this can take a minute on mobile' to
reassure users the request is in progress
- Reset loading text on retry so the slow-connection hint doesn't persist
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
_KioskLayout inactivity timer now reads ViewBag.InactivityTimeoutMs
(defaults to 5 min). PopulateKioskViewBagFromSession sets it to 45 s
on every intake step so an abandoned form auto-returns to the waiting
screen. Welcome screen and Confirmation page are unaffected.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Download signature_pad 4.1.7 to wwwroot/lib/signature-pad/ to eliminate
CDN SRI hash failures and network dependencies on the tablet
- Wrap resizeCanvas in requestAnimationFrame so offsetWidth is non-zero
when measured (browser layout pass must complete first)
- Add guard for SignaturePad not defined (shows user-visible error instead
of silent JS crash)
- Add scrollIntoView on signature validation error for better tablet UX
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
SW fetch() wraps SSE responses in a buffered Response, preventing SignalR
streaming — handshakes time out after 15s as a result. Exclude /hubs/ and
/Kiosk/PollSession so the browser handles them directly without SW wrapping.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
SignalR WebSocket and SSE both receive immediate 'Handshake was canceled' from the
server-side hub context. The 15-second delay between negotiate and SSE connect
reveals the handshake timer has expired before the transport opens — caused by Azure
App Service's ingress proxy resetting anonymous long-lived connections.
Replacement: /Kiosk/PollSession (anonymous GET, no-cache) queried every 3 seconds.
Returns the most recent Active InPerson session created in the last 60 seconds.
The kiosk navigates when hasSession=true. Status dot: gray->green on first success,
yellow on network error, blue when navigating. Removed signalr.min.js from kiosk layout.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
1. kiosk-welcome.js: force SSE|LongPolling transport on the kiosk hub.
Azure App Service's ingress proxy cancels anonymous WebSocket handshakes
before the SignalR protocol exchange completes. SSE and long polling
work fine for the low-frequency StartIntake push this hub needs.
2. SubscriptionMiddleware: add /hubs/ and /Kiosk/ to SkipPaths so a
subscription redirect can never fire on a hub or kiosk request and
abort the connection mid-handshake.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Three bugs identified:
1. Routing: /Kiosk/Intake/{token}/{action} had no matching route — 4-segment
URL fell through the default 3-segment {controller}/{action}/{id?} route.
Added explicit kiosk_intake route in Program.cs.
2. View names: Contact/Job/Terms/Confirmation actions returned View(model)
which resolved to Views/Kiosk/{Action}.cshtml — those files don't exist.
Views live in Views/Kiosk/Intake/. Fixed all six return statements.
3. Diagnostics: conn dot now starts gray ("Connecting...") and turns green
only when SignalR actually connects. Red + message if no company ID or
connection fails. Makes it easy to confirm the hub connection is live.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Layout rendered a small logo at top of every kiosk page. Welcome.cshtml
also rendered its own centered logo, resulting in two logos. Suppress
the layout logo on the Welcome screen via HideLayoutLogo ViewBag flag.
Bump kiosk-welcome-logo from 120x280 to 200x420 for better presence.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Without this, data-company-id was empty and the JS connected to kiosk- (no ID),
so StartSession signals never reached the tablet.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Start Intake button only shows when company has an active kiosk token
- Remote Link button renamed to "Send Intake Link" for clarity
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
CompanySettings/Logo requires tenant context and fails on anonymous
kiosk pages. Added Kiosk/Logo which resolves the company from the
KioskDevice cookie and proxies the blob directly.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Stripe payments/refunds/chargebacks now post DR/CR entries (PaymentController)
- Vendor credit void now reverses the posted GL lines (VendorCreditsController)
- Gift certificate issue/redeem/void post GL to account 2500 GC Liability;
FinancialReportService Trial Balance + Balance Sheet include GC liability and
breakage income; P&L shows deferred revenue deduction and breakage income line
- Customer deposits now post DR Checking / CR 2300 on record, reverse on delete;
invoice auto-apply uses DR 2300 / CR AR (not a second bank debit); draft
invoice delete reverses deposit-apply GL before the AR reversal
- Deposit.DepositAccountId column added; account 2300 seeded via migration
- InvoicesController.ApplyCredit now posts DR Sales Discounts / CR AR,
consistent with CreditMemosController.Apply
- IssueRefund (cash/card) posts DR AR / CR Bank and sets Refund.DepositAccountId;
refund modal gains a bank account selector hidden for store-credit path
- CancelRefund (cash/card) reverses the IssueRefund GL entries
- LedgerService GetAccountLedgerAsync + ComputePriorBalanceAsync now include
Refunds, CreditMemoApplications, VendorCreditApplications, GC Liability (2500),
and Customer Deposits (2300) so account ledger view and RecalculateAllAsync
produce correct balances
- Three EF migrations applied: SeedSalesDiscountsAccount, AccountingGapsPhase2,
AccountingDepositsGL
- Unit tests updated for new IAccountBalanceService constructor params (200/200)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
The two floating badges in the Onboarding > Setup Progress card had no
context — "Not Started" and a path name appeared without explanation.
Added inline "Status:" and "Path:" labels so both badges are immediately
readable without needing a tooltip.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Companies/Index:
- Added Health badge column (Healthy / At Risk / Critical / Never Active)
with the numeric score in a tooltip; computed from the same signals as
CompanyHealth/Index using the new shared CompanyHealthHelper
Companies/Details:
- Converted flat card layout to five tabs: Overview, Users, Subscription,
Onboarding, Health; URL hash is preserved so the active tab survives
page refresh and back navigation
- Subscription tab shows plan/status/dates with an expiry countdown and a
"Manage Subscription & Features" button to the full Manage page
- Onboarding tab shows wizard completion, milestone progress bar, and
first-activity dates (previously only on the standalone page)
- Health tab shows score gauge, risk badge, and individual risk signals
with a link through to the full CompanyHealth dashboard
- JS moved to wwwroot/js/companies-details.js (avoids inline-script failures)
Infrastructure:
- Extracted ComputeHealth / ToRiskLevel / ChurnRisk to CompanyHealthHelper.cs
(same Controllers namespace); CompanyHealthController delegates to it
- CompanyCountSummary extended with Jobs30Counts, Jobs90Counts, LastLoginDates
(3 extra GROUP BY queries scoped to the current page IDs, not all companies)
- CompanyListDto gains HealthScore, HealthRisk, LastLoginDate
Navigation:
- Removed "Onboarding Progress" hub card from People & Activity; the data
is now surfaced directly on the Companies/Details Onboarding tab
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Adds a direct link to UserActivity/Online immediately below the People
& Activity hub entry so the current active-user count is visible at a
glance without navigating into the hub first. The count badge is
rendered using the already-injected OnlineUserTracker.GetActiveCount()
call and is hidden when the count is zero.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Replace true/false text display with Yes/No radio button groups for
boolean platform settings; toggling auto-submits the form so no Edit
modal is needed for flags
- IsBool() helper detects *Enabled, *AppliesToTrials, *TrialsEnabled keys
- Hide Edit button for boolean settings (radio buttons are the control)
- Add AI group icon (bi-robot) and description to the group header switch
- Add Max key detection to InputType/InputHint for number inputs
- Migration AddMissingPlatformSettings seeds 6 previously missing rows
(SmsEnabled, TrialsEnabled, GracePeriodDays, GracePeriodAppliesToTrials,
MaxTenants, AiCatalogPriceCheckEnabled) using IF NOT EXISTS guards
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Section headers now show a group-specific icon, colored icon tile, and a one-line description explaining what each group controls (General, Notifications, Subscriptions, Quotes, Data Retention)
- Each setting now displays UpdatedAt and UpdatedBy metadata below the current value so operators can see when and by whom a setting was last changed
- Edit modal now uses type-appropriate inputs: number (with min=0, step=1) for *Days keys, email for *Email keys, url for BaseUrl, text otherwise; each type shows a contextual hint
- Key name shown in monospace below the label on desktop for operator reference
- Added SuccessMessage TempData alert at the top of the page
- No backend or DB changes — view-only redesign
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- SeedData/Index: added prominent danger banner when running in Production (environment include="Production") so operators are clearly warned before writing to the live database; page remains accessible since seeding is occasionally valid in prod for new company onboarding
- StorageMigration/Index: added warning banner in Production explaining the tool is not needed now that Azure Blob migration is complete
- PlatformAdminController: hide Storage Migration hub card in Production via ShowStorageMigration flag (same WEBSITE_SITE_NAME pattern as ShowRawLogFiles); Seed Data card remains visible so prod onboarding stays reachable
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
spouliot