- New CustomerContact entity + migration (AddCustomerContactsAndCrmFields)
- Customer.LeadSource + ShipToAddress/City/State/ZipCode/Country fields
- Additional Contacts card on Customer Details with AJAX add/edit/delete
- Lead Source dropdown on Create/Edit; Ship-To section on Create/Edit
- Customer Details: side-by-side billing/ship-to when ship-to is set
- Help docs: Customers (contacts, ship-to, lead source, preferred powders, outstanding pickups)
- Help docs: Jobs (clone job, project name), Quotes (project name), Invoices (project name), Inventory (low stock clickable filter)
- HelpKnowledgeBase.cs updated for all features above
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- 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>
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>
spouliot