Audit finding #7: most report queries relied on the global tenant query filter,
which is bypassed for SuperAdmin users — so a SuperAdmin (or any multi-company
account) running P&L / Balance Sheet / Trial Balance / aging / statements could
pull data across companies. The cash-flow method was the only one doing it right
(IgnoreQueryFilters + explicit CompanyId).
Adds an explicit `CompanyId == companyId` predicate to every DB query across
GetProfitAndLossAsync, GetBalanceSheetAsync, GetTrialBalanceAsync, GetArAgingAsync,
GetSalesAndIncomeAsync, GetBalanceReconciliationAsync, and the customer/vendor
statements (Sales Tax and AP aging already had it). The remaining in-memory
filters operate on collections already loaded with the predicate. Matches the
repo's standing rule (explicit CompanyId on every query, never the global filter
alone). Build clean; 284 unit tests pass.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Phase 1 of the accounting audit remediation. A read-only diagnostic that surfaces
drift in the denormalized balances without changing any posting:
- Per account: stored Account.CurrentBalance vs the balance recomputed from source
documents (the same LedgerService path RecalculateBalances uses). Drifted rows
are highlighted; a difference means the cache is stale and a recalc would fix it.
- AR subledger (sum of Customer.CurrentBalance) vs the AR control account, and AP
subledger (sum of Vendor.CurrentBalance) vs the AP control account.
FinancialReportService now takes ILedgerService to recompute. New
GetBalanceReconciliationAsync + BalanceReconciliationDto, a /Reports/Reconciliation
action, view, and a card on the reports landing. Build clean; 284 unit tests pass.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Audit finding 9b: store-credit refunds and credit memos posted nothing to the GL
on issue (only a CreditMemo + Customer.CreditBalance), so outstanding store credit
was invisible on the balance sheet and the contra-revenue was recognized only on
apply. Introduces a 2350 "Customer Credits" liability so the credit is on the books
from issue to apply.
Model (chosen): lifecycle-equivalent to before, plus the liability is tracked.
- Issue (credit memos, goodwill, and store-credit refunds): DR Sales Discounts
(4950) / CR Customer Credits (2350).
- Apply: DR Customer Credits / CR AR (was DR Sales Discounts / CR AR).
- Void unapplied remainder: DR Customer Credits / CR Sales Discounts.
Posting updated in all 8 sites: CreditMemosController Create/Apply/Void and
InvoicesController IssueCreditMemo/IssueRefund(store credit)/ApplyCredit/
VoidCreditMemo/CancelRefund. New 2350 account (seed + self-heal).
Reporting moved in lockstep so the books still balance: the 4950 contra-revenue
shifts from applied -> issued (active memos in full + applied portion of voided),
the 2350 liability = unapplied balance on active memos, AR still credited by
applications. Updated in FinancialReportService (balance sheet retained earnings,
trial balance, P&L) and LedgerService (per-account + prior-balance 2350 section).
Verified the balance-sheet identity for active and voided memos by hand; new
ledger test covers the 2350 lifecycle. Build clean; 284 unit tests pass.
Note: pre-existing quirks left untouched (out of 9b scope) — account 2300 is
seeded as "Payroll Liabilities" but resolved as Customer Deposits in code, and
LedgerService doesn't recompute 4950 so RecalculateBalances understates it; both
predate this change.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Audit finding 9a: a cash refund posted DR AR (control up) while the customer
subledger went down — opposite directions, guaranteeing AR drift. Per the chosen
model, a cash refund now *reverses the sale*: DR Sales Returns (revenue portion)
+ DR Sales Tax Payable (tax portion) / CR Bank, with the customer AR balance left
untouched (the invoice stays paid; the sale is contra'd).
- New 4960 "Sales Returns & Allowances" contra-revenue account (seed + self-heal).
- Tax/revenue split centralized in Core RefundAllocation.Split so the posting and
both reporting recomputes compute it identically (a mismatch would unbalance the
trial balance).
- InvoicesController IssueRefund/CancelRefund: new posting + reversal; no AR/
customer-balance change.
- LedgerService (per-account + prior balance): refunds debit Sales Returns + Sales
Tax, no longer debit AR; bank credit unchanged.
- FinancialReportService: trial balance, balance sheet (retained earnings + tax
liability), and P&L (contra-revenue line) all updated to match. Store-credit
refunds are excluded everywhere (they post via CreditMemo, not the GL — 9b).
Verified: $108 refund (incl. $8 tax) -> bank -100... checks: assets -108 =
liabilities -8 + equity -100. New tests cover the split invariant and the ledger
postings. Build clean; 283 unit tests pass.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The data export was silently dropping account linkages, so an export->import
(used to copy prod data) lost which bank account each payment hit, all invoice
line items, and any bill/deposit/journal-entry detail. Diagnosed while cleaning
up a company's books from a copied dataset. Now every accounting linkage travels
by account/vendor/customer/invoice number — matching how expenses already worked
— so a round-trip preserves GL attribution instead of dropping it.
Payments: add DepositAccountNumber to the export + DTO; import resolves it back
to DepositAccountId so payments post to the right bank account on recalc.
Invoices: were header-only (re-imported invoices had 0 line items). Add a new
invoice_items CSV (one row per line, carrying RevenueAccountNumber) with export,
idempotent import, UI cards, and a template.
Bills / Deposits / Journal Entries: were not exported at all. Add full-fidelity
export + import including line-item children — bills + bill line items (vendor
by name, AP account + per-line expense account by number), deposits (customer +
bank account + applied invoice), and journal entries + JE lines (account by
number, debit/credit). 5 DTOs, 5 importers, 5 exporters + actions, all added to
the all_data export zip, plus 10 import/export UI cards.
Shared RunCsvImport helper added for the new import endpoints. All linkages
resolve by stable business keys (numbers/names), never internal IDs, so the
files round-trip across databases. Build clean; 278 unit tests pass.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The sync propagation now also backfills the catalog link: any inventory item
with no PowderCatalogItemId that matches a catalog row by Manufacturer +
ManufacturerPartNumber (the catalog SKU) gets linked and picks up the catalog
price/product data. Only links on a confident match (exact SKU + matching
vendor, or a single unambiguous candidate), so it never mis-links.
This backfills items created before linking existed, automatically, on every
environment (dev and prod) with no manual step or one-off script — legacy items
link on the next sync, new items still link at create time. Cost basis,
quantity, notes, and image remain untouched.
Tests: links an unlinked item by manufacturer+part number; leaves it unlinked
when the part number has no catalog match. Full suite 278 green.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Specific gravity, coverage, and ~55% of cure specs aren't in the Columbia feed.
Rather than read 2,400 TDS PDFs up front, enrich a catalog item the first time
it's actually used:
- FetchTdsCureSpecsAsync now also extracts specific gravity from the TDS.
- New EnsureCatalogTdsSpecsAsync fills a catalog item's specific gravity (and
any missing cure temp/time) from its TDS, then derives theoretical coverage
(192.3 / (SG x mils)). No-op once specific gravity is known or when there's no
TDS; persists to the catalog so the work is done once and benefits everyone.
- Hooked into the catalog->inventory paths (CreateIncomingFromCatalog, the
custom-powder receive enrichment, and ReceivePowderFromCatalog) so a powder's
full specs land on both the catalog and the new inventory record. DashboardController
gains the AI lookup service for this.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The manual JSON file import had its own insert/update loop; it now maps to
PowderCatalogItem and calls IPowderCatalogUpsertService.UpsertAsync — the same
path the Columbia API sync uses — so there is a single upsert/diff implementation
(and the file import now gets inventory propagation for free). Items are tagged
Source = "Manual JSON Import".
Also makes the shared upsert merge-not-wipe: it only overwrites a field when the
incoming feed provides a value (non-blank string, price > 0, nullable HasValue),
so a partial feed like the Prismatic scrape (no cure/chemistry) can't null out
data another source or enrichment populated.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Quotes now reflect the current catalog price instead of a tenant's stale
typed-in cost, without disturbing accounting.
- InventoryItem gains CatalogReferencePrice + CatalogPriceUpdatedAt: the
QUOTING price (current replacement cost), kept separate from UnitCost/
AverageCost (the cost basis that drives valuation/COGS).
- The catalog sync (PowderCatalogUpsertService.PropagateToLinkedInventoryAsync,
run at the end of every upsert) refreshes linked inventory items with the
catalog's current price and product data (description, cure, SDS/TDS, color
families, coverage, SG, transfer eff, requires-clear-coat). It NEVER touches
cost, quantity, notes, image, location, or stock levels, and never nulls a
tenant value with a catalog null. EF persists only actual changes.
- CatalogReferencePrice is also set at link time (catalog receive, incoming-
from-catalog, identity match on create) so a freshly added powder quotes at
the current price immediately.
- Pricing now uses CatalogReferencePrice ?? UnitCost: the quote/job powder
pickers and PricingCalculationService (in-stock usage and powder-to-order
billing). Falls back to UnitCost for non-catalog/manual powders, so nothing
regresses. One current price for the whole quantity — no on-hand/to-order
split. Per-coat snapshot still locks the price at quote creation.
Tests: propagation updates reference price + specs but not cost/qty/notes/
image, and skips a $0 catalog price. Full suite 276 green.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Fixes from reviewing the first full sync of the real catalog:
- Exclude non-powder / size-variant listings: physical swatch cards (-SW /
"SWATCH"), 4 oz testers (-04 / "Tester"), and 5 lb sample bags ("Sample (").
These are not standalone powder colors. Filtered before mapping, and a
cleanup step deletes any already synced (so they're removed, not flagged
discontinued). Sample detection keys off the "Sample (" name, not the bare
-S suffix, to avoid catching a real SKU ending in S (verified 0 collisions).
- Tighten RequiresClearCoat: was flagging ~53% of the catalog on any casual
"clear coat" mention. Now only genuine signals (partial-cure schedules, the
Illusion line, explicit "requires a clear" phrasing) trip it.
- Fix literal "—" in the sync success banner (TempData is HTML-encoded).
Tests cover the exclusion patterns and the tightened clear-coat detection.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Products with no featured image return featured_image: [] (empty array) rather
than an object or null, which failed to bind to a single ColumbiaImage and
aborted the whole sync. Adds ColumbiaImageJsonConverter that reads the object
when present and yields null for any non-object form ([], false, ""), and drops
the unused GalleryImages property (we only use featured_image) to remove the
same risk. Regression tests cover both the empty-array and object cases.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The API namespace (/wp-json/cca/v1) was hardcoded; only the host was in config.
Adds a Columbia:ApiBasePath config key (default /wp-json/cca/v1) so an API
version bump is a config change, not a code change. The client now composes
the products URL from BaseUrl + ApiBasePath + /products. appsettings carries
the live key (private Gitea; Azure App Settings override in prod).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Phase 2: the mapping and sync core.
- ColumbiaCatalogMapper (pure/static, unit-tested): maps an API product to a
PowderCatalogItem. Derives manufacturer (PPG/KP Pigments/Columbia) from
taxonomy+SKU; flags additives into the Powder Additives category; takes base
price from the top-level price with variant fallback; captures variation /
tiered pricing as JSON; parses the free-text cure schedule into all curves
(three degree glyphs, @/at, multi-curve in order, partial-cure -> none) with
the first as the primary temp/time; strips HTML descriptions; joins color
groups; normalizes chemistry; flags clear-coat powders.
- PowderCatalogUpsertService (IPowderCatalogUpsertService): single upsert path
matching on (VendorName, SKU). Copies only feed-sourced fields and leaves
enrichment fields (specific gravity, coverage, transfer efficiency, finish)
untouched so syncs never wipe lazily-enriched TDS/AI data.
- ColumbiaCatalogSyncService (IColumbiaCatalogSyncService): pulls the full
catalog, maps + de-dupes, upserts, then reconciles discontinuations ONLY on a
complete pull (a partial pull throws and aborts before the sweep). Reactivates
reappearing items; records last-synced/last-result platform settings.
- 25 mapper unit tests covering the cure parser, manufacturer derivation,
simple/variable pricing, chemistry, color, and HTML cases from real records.
Full suite green (261 passed).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Adds GetProductBySkuAsync (GET /products?sku=) and GetProductByIdAsync
(GET /products/{id}) for ad-hoc / on-demand refresh of a single record
without pulling the full catalog. Extracts the shared 429-retry send loop
into SendWithRetryAsync, which now also treats 404 as not-found (null) so
single lookups don't throw on a missing SKU/ID.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Phase 1b of the Columbia Coatings integration: the typed read client and
its configuration, ahead of the sync/mapper service.
- ColumbiaProductDtos: wire-shape models for GET /products. tiered_pricing
is captured as JsonElement because the API returns it as an object on
simple products but an empty array on variable ones — binding it raw
avoids a deserialization throw; the mapper interprets it.
- IColumbiaCoatingsApiClient / ColumbiaCoatingsApiClient: pages the catalog
via GET /products (NOT the export download_url, which is Cloudflare-blocked
for server clients). Sends X-API-Key from config, honors 429/Retry-After,
and THROWS on any page failure so a partial pull can never be mistaken for
the full catalog (protects the later discontinuation sweep).
- ColumbiaIntegrationConstants: single home for config keys, setting keys,
and the derived Source/manufacturer/category values.
- Config: Columbia:ApiKey (blank — secret supplied per environment) and
Columbia:BaseUrl in appsettings.
- SeedColumbiaSyncSettings migration: seeds SuperAdmin-managed platform
settings ColumbiaSyncEnabled (off by default), ColumbiaSyncIntervalDays
(7), and last-sync tracking, under a new "Integrations" group.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Seed data fixes:
- Fix EF interceptor: no longer overwrites explicitly-set CreatedAt on Added
entities — root cause of all "same month" chart issues
- Customer seeder: generates 15 customers/month from Jan → current month;
keeps 10 commercial anchors in deterministic order for job seeder index map
- Invoice seeder: historical range bumped from 2→8 paid invoices/month so
P&L shows consistent profit (~$5,200 collected vs ~$4,200 monthly expenses)
- Month -1 bumped to 7 paid invoices to stay above expenses
- Jobs: set UpdatedAt to historical event date so analytics don't need null fallback
- Analytics (ReportsController): use CompletedDate ?? UpdatedAt ?? CreatedAt for
revenue chart grouping; fixes empty Revenue Trend charts on Overview/Revenue tabs
- SeedDataService: inject IAccountBalanceService; auto-recalculate account balances
after seeding; patch checking/savings opening balances unconditionally on reset
- Customer list: sort by CompanyName ?? ContactLastName so individuals and
commercial accounts interleave instead of appearing as two blocks
Invoice resend:
- ResendInvoice action now accepts sendEmail + sendSms parameters; SMS-only
resend no longer requires an email address on file
- Ensures PublicViewToken exists before SMS so the view link is always valid
- canResend in Details view now allows Paid invoices (removed != Paid guard)
- Resend button shows channel-choice modal when customer has both email + SMS,
direct SMS button when SMS only, or email button when email only
- New #resendChannelModal mirrors the Send channel modal but posts to ResendInvoice
- resendInvoice() JS updated to pass sendEmail/sendSms query params
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Root cause: fingerprint-based removal failed on databases seeded with
older code (different emails/SKUs); plus Vendors, Named Ovens, and
Appointments had no removal path at all.
- Add ForceRemoveAll flag to RemoveSeedDataOptions: when true, all
removal blocks delete by CompanyId instead of fingerprint matching
- Customers block: ForceRemoveAll deletes all company customers
- Workers block: ForceRemoveAll deletes all users with CompanyRole=Worker
- New Vendors block (triggered by options.Vendors || ForceRemoveAll)
- New NamedOvens (OvenCost) block (triggered by options.NamedOvens || ForceRemoveAll)
- New Appointments block (triggered by options.Appointments || ForceRemoveAll)
- ResetDemoCompany: set ForceRemoveAll=true and enable all new flags so
every re-seedable table is wiped clean before re-seeding
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Appointments: add ~25 past appointments (last 90 days) with Completed,
Cancelled, No Show, and Rescheduled statuses; completed records carry
ActualStartTime/ActualEndTime with realistic variance; cancel/no-show
notes explain why; customer label falls back to ContactFirst/LastName
for residential customers
- Fix future appointment title for residential customers (was always using
CompanyName which is null for individuals)
- New SeedDataService.AiPredictions.cs: seeds 8 AiItemPrediction records
(varied complexity/confidence/tags/reasoning) and attaches them to the
first 8 eligible QuoteItems, marking those items IsAiItem=true; 3 of 8
have UserOverrodeEstimate=true for AI Accuracy report demo
- SeedDataService.cs: wire SeedAiPredictionsAsync after Invoices
- Remove.cs: collect QuoteItem.AiPredictionId FKs before deleting items,
then delete orphaned AiItemPrediction records after quotes are removed
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Bills.cs: replace aceHardware/fastenal lookups with grainger/harbor/localSupply
to match Phase 1 vendor renames; update all vendor invoice number prefixes
- Bills.cs: add 3 AP aging-bucket bills (30-60, 61-90, 90+ days overdue) so all
four AP aging buckets are populated for report demos
- Invoices.cs: add 3 more overdue invoices (31-60, 61-90, 90+ day AR buckets)
alongside the existing 21-day overdue; total now 29 invoices
- New SeedDataService.PurchaseOrders.cs: 7 POs — 3 Received (historical), 2
Submitted (in-flight), 2 Draft (pending approval); links to inventory items
where available
- SeedDataService.cs: wire SeedPurchaseOrdersAsync after Vendors seeder
- Remove.cs: add PO + POItem cleanup inside Bills removal block (two-step ID
fetch to avoid nested LINQ translation issues)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- 5 named shop workers seeded as ApplicationUser (Employee role):
Mike Sanders (Coater), Jake Wilson (Sandblaster), Sarah Brooks (Inspector),
Tyler Green (General), Chris Mason (Lead) — @pcldemo.com fingerprint domain
- Job time entries seeded for all in-progress and completed jobs;
Worker Productivity report will have data from day one
- Maintenance history seeded per equipment: 2 completed records + 1 upcoming
scheduled + 1 overdue record on Pressure Pot for overdue alert demo
- Equipment renamed to spec names: Main Batch Oven, Small Batch Oven, Powder
Coating Booth, Blast Cabinet, Pressure Pot Blaster, Air Compressor, Wash
Station, Forklift (replaced Overhead Conveyor which wasn't in spec)
- RemoveSeedDataOptions.Workers added; Remove.cs cleans up workers + time
entries on Demo Reset; SeedDataController resets workers in ResetDemoCompany
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Customers: 100 → 27 (15 commercial across auto/industrial/architectural/
fitness/marine/energy, including 2 tax-exempt govts; 12 individuals)
Quotes: 75 → 20; date range extended to 4-6 months (was 90 days);
status distribution adjusted proportionally (2 draft, 3 sent, 10 approved,
3 rejected, 2 expired)
Jobs: fixed 50-loop → per-customer 0-5 jobs (~32 total); jobIdx cycles
all 16 statuses globally so every status is visible; creation dates spread
across 1-5 months for in-progress/early jobs, 2-6 months for completed jobs
SeededCustomerEmails updated to match new 27-customer set (added
gnelson@email.com and carol.evans@email.com)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add Bills and Expenses flags to RemoveSeedDataOptions
- RemoveSeedDataAsync: delete BillPayments + BillLineItems + Bills, then
Expenses for the company when those flags are set
- ResetDemoCompany action: enable Bills=true and Expenses=true so all
seeded AP data is cleared before re-seeding (was skipping on second reset)
- Fix apostrophe in success message (was ' in C# string, double-encoded
by Razor to literal ' on screen)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- EmailService: add RedirectIfNonProd() mirroring SmsService pattern;
reads SendGrid:DevRedirectEmail and redirects all outbound email in
non-production so real customers are never contacted on local/dev
- appsettings.json: set DevRedirectEmail to spouliot@scppowdercoating.com
- PdfService: revert Opacity() (not in QuestPDF 2024.12.3); use
Colors.Green.Lighten2 for stamp + border to achieve lighter look
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
QuotesController — ConvertToCustomer POST was wrongly setting the quote
status to 'Converted' (which means a job exists) and redirecting to the
customer page with no job created. The quote then disappeared from the
default list filter and the user had no way to create the job without
hunting for it. Fix: leave the quote at 'Approved' after customer
creation and redirect back to the quote details page with a toast
prompting the next step. 'Converted' status is now set exclusively by
CreateJobFromQuote when a job actually exists.
NotificationService — add tenant reply-to email address as a visible
line in the email footer so customers who ignore or whose mail client
doesn't honour the Reply-To header still have a clear address to contact.
Also adds Warning-level logging when no reply-to is configured for a
company so future routing issues are diagnosable from app logs.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Logs a Warning when no Reply-To email is configured for a company
(so the logs show why replies land at the platform sender address)
and a Debug entry when one is set, making future send issues
diagnosable without needing the SendGrid Activity API.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Formula Library ratings: thumbs up/down per company per formula; toggle on/off; sorts by net score; own formulas not rateable; FormulaLibraryRating entity + migration AddFormulaLibraryRatings
- Job Profitability report: actual labor cost (logged hours x StandardLaborRate) vs powder cost vs billed price per job; gross margin % color-coded; time-tracked-only filter; totals footer
- Quote Revision History: track Total price changes on every save; log Sent/Resent events with recipient email; replace flat table with grouped timeline UI (icons per event type, total-change badge on header)
- Setup Wizard: cap CompletedCount at TotalSteps so old 10-step data no longer shows 10/5
- Formula Library card: fix badge overflow on long titles; add Rate: label to make voting buttons discoverable
- Help docs and AI knowledge base updated for all three features
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Normalize IF/Abs/Pow/etc. to lowercase before evaluation so AI-generated
or manually typed uppercase function names no longer cause "Function not
found" errors
- Add NormalizeAndValidate() which normalizes then does a parse-only check
on save — invalid formulas are rejected with a clear error before storing
- Update AI system prompt to list all functions in lowercase and explicitly
call out case-sensitivity; add if() to the supported function list
- Add collapsible NCalc quick-reference panel in the formula editor showing
all operators, functions (lowercase), built-in variables, and an example
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Companies can now share their custom formula templates to a platform-wide
community library. Other tenants can browse, preview, and import formulas
as independent local copies. Includes attribution (source company name),
"Inspired by" lineage for re-contributed formulas, import counts, own-formula
badge, cascade diagram nullification, and AI assistant + help docs updates.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
The UNIQUE index on (CompanyId, Email) uses HasFilter([Email] IS NOT NULL),
so NULL allows multiple rows but empty string '' does not — every blank-email
customer after the first was hitting a duplicate-key violation at save time.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
New logic:
Tier 1 - email present: email match -> skip (unchanged)
Tier 2 - email absent + phone present: name + phone composite -> skip
Tier 3 - email and phone absent: name + city/state/zip composite -> warn, import anyway
Tier 2 requires BOTH name and phone to match so two people sharing an
office line don't falsely collide. Tier 3 warns but imports because
location data is too imprecise to hard-skip on.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Tier 1 (email): existing behavior, now uses HashSet instead of O(n²) .Any()
Tier 2 (phone): when email is absent, deduplicate by normalised phone number
(last 10 digits of MobilePhone then Phone) against both DB and within-batch
Tier 3 (name): when both email and phone are absent, warn but still import
Fixes customers with no email being silently skipped or left undetected as
duplicates. NormalizePhone strips formatting so (423) 331-9834 and
423-331-9834 match correctly.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- New EmployeeClockEntry entity (facility-level attendance, separate from job time entries)
- KioskPin added to ApplicationUser; TimeclockKioskToken added to Company
- TimeclockController: clock in/out, who's in, 14-day history, manager edit/delete,
tablet kiosk with device-cookie auth, PIN management via Users edit page
- Kiosk UI: employee tile grid + 4-digit PIN pad + auto-detect clock-in vs clock-out
- Attendance report at /Reports/Attendance with weekly subtotal rows
- Payroll CSV export at /Reports/AttendanceCsv (flat, one row per segment)
- AllowCustomFormulas wired through PlatformSubscriptionController + subscription views
- Fix soft-delete bug on CustomItemTemplate (missing HasQueryFilter in OnModelCreating)
- Help article (Help/Timeclock.cshtml) and AI knowledge base updated
- Migrations: AddEmployeeTimeclock, AddTimeclockKioskToken
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
JobImportDto was missing Description despite Job entity having the field.
Downloadable template now includes a Description column; the importer maps
it directly to Job.Description with a fallback chain of Description ->
SpecialInstructions -> "Imported job".
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Custom powder/incoming powder material cost now flows into a separate
auto-generated 'Custom Powder Order' line item instead of rolling into
individual item prices, so users can add shipping charges before the
customer sees the total. A dashed yellow preview card in the wizard
shows the material cost and lets users edit the total (including shipping)
before saving. After first save the price is user-owned.
Also fixes a fatal CSV import crash when FinalPrice contains a non-numeric
value (e.g. 'false' from a spreadsheet formula): the job CSV importer now
streams rows one at a time with a lenient decimal converter, treating bad
values as $0 with a per-row warning instead of aborting the entire import.
Updated HelpKnowledgeBase.cs and Help articles (Jobs, Quotes) with
Custom Powder Order behavior and a new Data Import / Export section.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
NCalc2 operates on double internally; passing decimal parameters caused
'Operator * cannot be applied to double and decimal' at runtime.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Introduces per-company reusable NCalc2 pricing formula templates for complex
fabricated items (roof curbs, enclosures, welded frames). Templates support
two output modes — FixedRate (formula yields a dollar amount) and SurfaceAreaSqFt
(formula yields sq ft fed into the standard coating engine). Includes:
- CustomItemTemplate entity, migration (AddCustomItemTemplates), IUnitOfWork repo
- IsCustomFormulaItem / CustomItemTemplateId / FormulaFieldValuesJson flags on
QuoteItem, JobItem, CreateQuoteItemDto; mapped in all 3 JobItemAssemblyService
overloads and all existingItemsData JSON projections + pageMeta blocks
- ICustomFormulaAiService / CustomFormulaAiService: Claude-powered formula
generator (natural language + optional diagram image) and NCalc2 evaluator
- CompanySettings CRUD endpoints: GetCustomItemTemplates, Create/Update/Delete,
UploadTemplateDiagram, TemplateDiagram (blob serve), EvaluateFormula, GenerateFormulaFromAi
- Company Settings "Custom Formulas" tab + cfModal + company-settings-custom-formulas.js
- item-wizard.js: formula item type card, renderFormulaFields, wzFormulaRecalc
(live evaluate via POST), collectStep2 formula branch, buildCardHtml / emitHiddenFields
- Formula badge in Quotes/Details and Jobs/Details; AI badge gap fixed in Jobs/Details
- Help article (CustomFormulaTemplates.cshtml), Help Index card, HelpController action,
HelpKnowledgeBase entry; 225/225 unit tests passing
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Inventory: location filter dropdown + Print Bin page (line #, name, color, SKU)
- Fix: Prismatic Powders QR scan now extracts manufacturer/SKU/color from URL path
and uses full LookupAsync pipeline instead of relying on page fetch alone
- Fix: iOS Safari 'Login / data Zero KB' download -- add OnRejected HTML response to rate limiter
- Fix: mobile session logout -- ConfigureApplicationCookie with 30-day MaxAge persistent cookie
- Help: new 'Location Filtering & Bin Print' section in Inventory help article
- Help: HelpKnowledgeBase updated with bin filter and print bin details
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Allow description, quantity, and price to be edited inline on Quote,
Job, and Invoice details pages without re-opening the wizard. Coating
and prep service rows remain read-only by design. Invoice editing is
gated to Draft/Sent/Overdue statuses; totals update live in the DOM.
Remove receipt_email from Stripe PaymentIntent creation so customers
can use any email they choose at checkout — Stripe validates format
and sends the receipt to whatever the customer enters in the Payment
Element, eliminating the risk of a stored email mismatch blocking a
payment from processing.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Appointment reminders: add AppointmentReminderBackgroundService (60s poll), ReminderSentAt
dedup stamp, NotifyAppointmentReminderAsync sends both customer email and creator staff email;
AppointmentReminderStaff notification type + default template added; DateTime.Now used instead
of UtcNow to match locally-stored ScheduledStartTime; ToLocalTime() double-conversion removed
- NoExtraLayerCharge not persisted: flag existed on CreateQuoteItemCoatDto and was used by
pricing engine but never written to JobItemCoat/QuoteItemCoat entities — every edit reset it
to false and re-applied the extra layer charge; added column to both entities (migration
AddNoExtraLayerChargeToCoats), both read DTOs, all 3 JobItemAssemblyService overloads,
JobItemCoatSeed inner class, and existingItemsData JSON in all 5 wizard views; fixed JS
template path that hard-coded noExtraLayerCharge: false
- Coat notes not visible: notes were rendered in desktop job details but missing from the wizard
item card summary and the mobile card view; both fixed
- Scroll position lost on item save: sessionStorage save/restore added to item-wizard.js owner
form submit handler; path-keyed so cross-page navigation does not restore stale position;
requestAnimationFrame used for reliable mobile scroll restoration
- Invoice Send dead button: #sendChannelModal was gated inside @if (isDraft) but the button
targeting it fires for Sent/Overdue invoices too when customer has both email and SMS; modal
moved outside the Draft guard
- InitialCreate migration added for fresh database installs; Baseline migration guarded with
IF OBJECT_ID check so it no-ops on fresh DBs; Razor scoping bug fixed in Customers/Index.cshtml
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Removes the ShopWorker and ShopWorkerRoleCost entities, all related DTOs,
mappings, controllers, views, and import/export paths. Worker identity is
now handled entirely through ApplicationUser with per-user LaborCostPerHour.
ShopWorkerRoleCosts table remains in production pending manual data migration.
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>
- 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>
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>
- add grouped platform admin hub pages, view models, and shared card UI\n- simplify the super admin nav and dashboard quick links around the new hubs\n- fix the AiQuoteService EstimatedMinutes assignment so the infrastructure project builds cleanly
Two bugs caused AI estimates to collapse to the shop minimum floor:
1. Coating rate with no guard: when a shop hadn't calibrated their
coating gun (rate = 0), the prompt injected '~0 sqft/hr' paired
with 'MUST use shop-specific rates' — Claude returned near-zero
estimatedMinutes, zeroing labor cost and triggering the floor.
Fixed to mirror the existing blast-rate guard: rate=0 now sends
a fallback instruction to use conservative industry-average times.
2. Per-item minutes divided by quantity: both the system prompt and
user prompt explicitly tell Claude to return estimatedMinutes 'per
single item', but CalculatePricingPreview() was dividing by qty
anyway. For qty > 1 this halved (or more) the labor cost, again
pushing toward the floor. Removed the incorrect divide.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
spouliot