Commit Graph

4 Commits

Author SHA1 Message Date
spouliot 711cd01cd3 Add CRM features: Outstanding Pickups, Customer Notes, Clone Job, Preferred Powders
- 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>
2026-06-09 19:59:32 -04:00
spouliot d77b3778ac Add vendor supply categories with inventory auto-filter
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>
2026-05-23 09:52:34 -04:00
spouliot fde24b09c9 Phase F: Add Invoice Write-Off, Fixed Assets, Period Locking, and 1099 Tracking
- Invoice Write-Off: WriteOff POST action in InvoicesController posts bad-debt JE
  (DR bad debt expense / CR AR), reduces customer balance, marks invoice WrittenOff;
  write-off modal added to Invoice Details view with expense account selector
- Fixed Assets: FixedAsset + FixedAssetDepreciationEntry entities with straight-line
  depreciation; FixedAssetsController (Index/Create/Edit/Details/PostDepreciation/Delete);
  PostDepreciation auto-generates one JE per asset per period, skips already-posted,
  fully-depreciated, and disposed assets; full CRUD views + nav link
- Period Locking: Company.BookLockedThrough field; AccountingPeriodValidator static helper;
  lock check added to JE Post and Bill Create (blocks backdating into closed periods);
  SetPeriodLock action + date picker UI in Company Settings Accounting section
- 1099 Tracking: Is1099Vendor flag on Vendor entity + DTOs; checkbox in Create/Edit views;
  TaxReporting1099 report action + view lists payments by year, flags vendors >= $600;
  report card added to Reports Landing
- Migration AddFixedAssetsLockAnd1099 applied

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-10 12:19:32 -04:00
spouliot 63e12a9636 Initial commit 2026-04-23 21:38:24 -04:00