When a source quote is edited after a job was created from it, the job
details page now shows a warning banner with the date of the change and
a link to the quote. Two actions are offered:
- Re-sync from Quote: replaces all job items, coats, prep services, and
pricing from the current quote. Only available while the job is still
in a pre-production status (Pending, Quoted, Approved); hidden once
shop work has started (InPreparation or beyond).
- Dismiss: acknowledges the change without altering the job, clearing
the banner by advancing the stored snapshot timestamp.
Implemented via Job.QuoteSnapshotUpdatedAt (new nullable column), set at
quote→job conversion time. The banner fires when quote.UpdatedAt exceeds
this baseline. Migration: AddJobQuoteSnapshotUpdatedAt.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Progress widget dismiss now POSTs to Dashboard/DismissProgressWidget, writing
GuidedActivationDismissedAt to the DB so the widget stays hidden across devices
and cache clears (localStorage alone wasn't enough). BuildShopProgressWidgetAsync
suppresses the widget server-side when AllDone + dismissed.
New SuperAdmin page at /OnboardingProgress shows the activation funnel across
all tenant companies: wizard status, chosen path, milestone progress bar, key
dates (first job/quote, first invoice, workflow completed, widget dismissed),
and a status badge (Not Started / In Progress / Complete / Dismissed). Nav link
added under Users & Activity in the Platform Management sidebar.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
The previous AnyAsync check used global query filters which hide
soft-deleted records. Deleting a lookup sets UpdatedAt on the record
(EF interceptor stamps Modified entities) but the IsDeleted filter
made it invisible to the query. Added ignoreQueryFilters: true with
an explicit CompanyId predicate so soft-deleted lookups are included —
any deletion or edit now correctly marks the step complete.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Injects ISubscriptionService into DashboardController and calls
GetUserCountAsync to check the plan's MaxUsers limit. When MaxUsers == 1
the "Bring your crew in" step is omitted from the progress widget entirely,
so solo-plan users aren't prompted to do something their subscription
doesn't allow. Plans with MaxUsers > 1 or unlimited (-1) show the step
as before.
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>
Phase 3 — eliminated ApplicationDbContext from all non-exempt controllers,
routing all data access through IUnitOfWork. Added IPlainRepository<T> for
the four platform entities (Announcement, BannedIp, DashboardTip, ReleaseNote)
that intentionally don't extend BaseEntity and therefore can't use the
constrained IRepository<T>. Added permanent-exception comments to the 18
controllers that legitimately retain direct DbContext access (Identity infra,
cross-tenant platform ops, bulk streaming exports).
Phase 4 — added EnforceDataAccessArchitecture() to Program.cs, a startup
gate that reflects over every Controller subclass and throws at boot if any
non-exempt controller injects ApplicationDbContext. The app cannot start with
a violation.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Migrated InvoicesController, QuotesController, JobsController, BillsController,
PurchaseOrdersController, and CustomersController to route all data access
through IUnitOfWork typed/generic repositories instead of injecting
ApplicationDbContext directly.
New typed repositories added: IJobRepository (GetScheduledJobsForDateAsync,
GetActiveJobsForMobileAsync, LoadForCostingAsync), INotificationLogRepository
(GetLatestForJobAsync, GetAllForJobAsync), IQuoteRepository (GetItemsWithCoatsAsync
with CatalogItem eager load + AsNoTracking), and IJobRepository.GetOrphanedConversionJobAsync.
All EF complex include chains relocated into repository methods; controllers now
call named query methods rather than composing raw IQueryable chains.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Email delivery failures and PDF generation errors now show a permanent
warning/error toast that requires manual dismissal, so users cannot
accidentally miss critical action-blocking feedback.
- ToastHelper: WarningPermanent TempData key + Warning/WarningPermanent
extension methods on both ITempDataDictionary and Controller
- SetNotificationResultToast: NotificationStatus.Failed now uses
ToastWarningPermanent (previously auto-dismissed in 5 s)
- InvoicesController.Send: TempData["Warning"] → TempData["WarningPermanent"]
when PDF generation or email dispatch fails
- InvoicesController.DownloadPdf: TempData["Error"] → TempData["ErrorPermanent"]
with the actual exception message so root cause is visible
- _Layout.cshtml: WarningPermanent hidden div
- toast-notifications.js: WarningPermanent handler (timeOut: 0)
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>
- Add "Don't ask me again" to passkey enrollment prompt (PasskeyPromptDismissed
field on ApplicationUser; DismissPrompt POST action; migration applied)
- Add Subscription & Features button to Companies/Index btn-group and
Companies/Edit header for direct navigation to SubscriptionManagement/Manage
- Add Edit Company back-link on SubscriptionManagement/Manage
- Remove duplicate AI Features section from Companies/Edit (managed exclusively
via Subscription & Features page)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- GET: sets ViewBag.NextRunAvailable if last run was within 90 days;
view disables the button and shows the next eligible date
- POST: returns early with a warning if called before the 90-day window
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Skip $0-priced items (placeholders/category headers) in RunAiPriceCheck
- Build full category path (e.g. "Cerakote > Firearms") via BuildCategoryPath
so Claude receives coating-type context — Cerakote pricing differs significantly
from standard powder coat
- Update AI system prompt to instruct Claude to use the category path when
determining process type, equipment, cure times, and market rates
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Root cause: MaxTokens=4096 was too low — 25 items at ~250 tokens each hit the
limit mid-array (logged error showed Path: $[17]).
- MaxTokens: 4096 → 8192
- BatchSize: 25 → 15 items (keeps each response well under the limit)
- StripJsonFences → ExtractJsonArray: now also handles prose before/after the
JSON array, and recovers truncated responses by finding the last complete
object and closing the array — so partial batches return whatever Claude
finished rather than nothing
- GET action: added try-catch around ResultsJson deserialization so a bad DB
row shows a friendly "re-run" warning instead of a raw error page
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Shows a modal overlay with animated progress bar and batch-aware status messages
while Claude is analyzing. Progress animates in two phases: ease-out to ~85%
over the estimated duration, then a slow crawl to 99% so it never falsely
"completes" before the server responds.
- Overlay driven by CSS (hidden until .active added by JS)
- Item count passed from controller as data-item-count on the run button
- Batch count derived from item count (batches of 25) to show accurate
"Analyzing batch N of M…" messages
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Claude reviews every active catalog item against the shop's own operating costs
and returns a per-item verdict (below-cost / thin-margin / high / ok) with a
suggested price range, cost floor, and assumptions.
- New entity: CatalogPriceCheckReport (JSON blob, archived per company)
- New service: IAiCatalogPriceCheckService / AiCatalogPriceCheckService
batches items 25 at a time to stay within model context limits
- Two new controller actions: GET AiPriceCheck (view report) + POST RunAiPriceCheck
- AiPriceCheck view: summary cards (counts by verdict), color-coded item cards
with Edit Price link, assumptions detail, and loading spinner on submit
- AI Price Check button added to catalog Index header
- Migration AddCatalogPriceCheckReport applied
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
After password login, users are routed through /Passkey/EnrollPrompt
before reaching the dashboard. The page shows an Enable / Maybe later
choice using the auth layout for a clean full-screen experience.
Users who already have a passkey are skipped past instantly.
Removes the floating bottom-right card from _Layout — the dedicated
page is a better UX touchpoint (one moment, right after login, rather
than a floating card on every page).
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Derive ServerDomain and Origin from the incoming HTTP request instead of
appsettings.json, so WebAuthn works on localhost, dev, and production
without any environment-specific configuration. Removed IFido2 from DI
and the Fido2 appsettings block — PasskeyController instantiates Fido2
per-request via BuildFido2().
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Shop floor workers can log in once with a password, enroll a passkey,
and use Face ID / Windows Hello / fingerprint for all future logins.
- UserPasskey entity + AddUserPasskeys migration (Fido2 v4.0.1)
- PasskeyController: RegisterOptions, Register, LoginOptions, Login,
Manage, Remove endpoints
- Login page: platform-aware button (Face ID / Windows Hello / etc.)
hidden automatically if browser doesn't support WebAuthn
- Post-login floating prompt to enroll on first use; session-dismissed
- Passkeys & Biometrics link in user dropdown menu
- Manage page: list registered devices, add new, remove individual
- passkey.js: targeted base64url conversion (only challenge + user.id
+ credential IDs) — fixes "Required parameters missing" error caused
by blindly converting rp.id and other string fields to ArrayBuffers
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- StatusBump (GET + POST) now requires authentication; routes by job ID
instead of anonymous ShopAccessCode GUID; records actual user name in
status history instead of anonymous token string
- WorkOrder action generates a second "View Job" QR in the header linking
to the authenticated Details page (for verifying specs and seeing catalog
images on mobile); status bump QR updated to ID-based URL
- WorkOrder view: top QR added to header alongside job number; status bump
label updated (removed "no login required" copy)
- StatusBump view: updated form routing from asp-route-token to asp-route-id
- HelpKnowledgeBase and Jobs help article updated with two-tier QR docs
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Each catalog item now supports one optional image (jpg/jpeg/png/gif/webp,
max 10 MB). Uploading generates a 200x200 JPEG thumbnail automatically via
SixLabors.ImageSharp. Images are stored in Azure Blob Storage under a new
catalogimages container, keyed by {companyId}/catalog/{itemId}/.
- CatalogItem entity: ImagePath + ThumbnailPath (nullable string fields)
- Migration: AddCatalogItemImages applied
- ICatalogImageService / CatalogImageService: upload, thumbnail generation,
delete; old blobs replaced atomically on re-upload
- CatalogItemsController: Create/Edit accept optional IFormFile image;
Image(id, thumbnail) action serves blobs with [Authorize] so wizard users
can load thumbnails without CanManageProducts policy
- Catalog index (_CategoryNode): 40x40 thumbnail (or placeholder icon)
left of each item name
- Details view: image card in right column with click-to-full-size link
- Create/Edit views: file picker with live preview; Edit shows current
thumbnail with Remove checkbox
- Wizard (item-wizard.js): thumbnails in product list with hover preview
that follows the cursor (showCatalogPreview / moveCatalogPreview);
fixed Bootstrap d-flex !important bug that broke the filter box by
moving flex layout to an inner wrapper div
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- GenerateAiProfileDraft endpoint builds suggested AI Profile text from
existing company config (ovens, workers, inventory categories, rates)
- "Generate from my settings" button wired in Company Settings AI Profile tab
- Add "hrs" unit label to Billable Hours/Month input in Company Settings and Setup Wizard Step 3
- Hide AI Quick Quote widget (commented out in _Layout) pending next release
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- New AI Quick Quote floating button: staff type a verbal description to
get an instant price estimate for phone/walk-in customers; detected
color names are fuzzy-matched against inventory for stock status;
saves draft quote under a Walk-In / Phone customer with one click
- Inline customer change on Quote Details and Job Details: always-visible
native select with inline confirmation banner (no TomSelect dependency);
ChangeCustomer AJAX endpoints on QuotesController and JobsController
- Quote Edit page: customer dropdown is now editable (lock removed)
- Fix AutoMapper missing CatalogCategory -> UpdateCategoryDto mapping
that caused a crash on the catalog category Edit page
- Help docs and AI knowledge base updated for all three features
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
spouliot