Templates button sits alongside Board and Blank Work Order in the
Jobs index action bar. Nav item and the now-redundant "& Templates"
section title are removed, trimming one more item from the sidebar.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Replace button-style strip with proper underline tabs — active side gets
an ember bottom-border matching the sidebar's existing active-link
language. Add scrollbar-gutter: stable so the sidebar interior width
does not shift when the scrollbar appears/disappears between modes.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Two-tab strip between Dashboard and the Operations section lets users
toggle between the shop-management view and the accounting view.
FOUC-prevention: server-side controller detection stamps data-nav-mode
on <html> before first paint; CSS hides the inactive side instantly.
JS (nav-mode.js) auto-switches to Finance when navigating to an
accounting controller, restores saved preference everywhere else.
Vendors appears in both modes; all 39 nav items carry data-nav tags.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Budgeting:
- Budget + BudgetLine entities with Jan–Dec monthly columns per GL account
- BudgetsController: Index, Create, Edit, SetDefault, Copy, Delete
- Copy action rolls a budget forward to a new fiscal year
- Budget vs. Actual report (BudgetVsActual): compares monthly budget amounts to
real P&L by calling GetProfitAndLossAsync once per month; variance shown as
favorable/unfavorable; year + budget selectors in header
- Views: Budgets/Index, Create, Edit with inline annual totals via budget-edit.js
- Nav link + report card on Landing
Year-End Close:
- YearEndClose entity records each closed year + JE reference for audit trail
- AccountsController.YearEndClose GET (history + form) + CloseYear POST
- Close zeroes all Revenue and Expense/COGS account balances into Retained Earnings
via IAccountBalanceService and posts a supporting JE dated Dec 31
- Idempotency: rejects attempt to close an already-closed year
- Pre-close checklist in view to guide the workflow
- Nav link under Finance
Migration AddBudgetsAndYearEndClose applied
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- 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>
CreditMemosController with Index, Details, Create, Apply, and Void actions.
All business logic (atomic apply transaction, RemainingBalance cap,
customer.CreditBalance adjustment, auto-Paid invoice when BalanceDue hits zero)
mirrors the invoice-centric IssueCreditMemo/ApplyCredit/VoidCreditMemo actions in
InvoicesController but redirects back to the credit memo rather than an invoice.
Views: Index (stats bar, status+search filter, table), Details (two-col layout
with application history table and Bootstrap Apply/Void confirm modals),
Create (customer dropdown, amount, reason, notes, optional expiry).
Apply modal populates amount automatically from min(remaining credit,
invoice balance due) via credit-memo.js data-attribute wiring (no inline scripts).
Nav: Credit Memos added to Billing & Payments section in _Layout.
Build: 0 errors. Unit tests: 200/200.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- VendorCredit, VendorCreditLineItem, VendorCreditApplication entities
- VendorCreditStatus enum (Open, PartiallyApplied, Applied, Voided)
- Migration AddVendorCredits: three new tables
- IUnitOfWork/UnitOfWork wired with all three repositories
- VendorCreditsController: Index (status tabs), Create, Details, Post, Apply, Void
- Post action: DR AP, CR each expense line (reverses original expense)
- Apply action: links credit to bill, updates Bill.AmountPaid and bill status
- Views: Index (summary cards + table), Create (dynamic line grid), Details (apply panel)
- Nav: Vendor Credits added to Finance section in _Layout
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- JournalEntry + JournalEntryLine entities with Draft/Posted/Reversed lifecycle
- JournalEntryStatus enum (Draft, Posted, Reversed)
- Migration AddJournalEntries: two new tables with self-referencing reversal FK
- IUnitOfWork/UnitOfWork wired with JournalEntries + JournalEntryLines repos
- ApplicationDbContext: DbSets, tenant query filters, reversal FK config
- LedgerService: JE lines added as 10th source in GetAccountLedgerAsync and ComputePriorBalanceAsync
- JournalEntriesController: Index (All/Draft/Posted tabs), Create, Details, Post, Reverse, Delete
- Views: Index, Create (dynamic balanced line grid with running debit/credit totals), Details
- journal-entry-create.js: dynamic line management with balance indicator
- Nav: Journal Entries added to Finance section in _Layout
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Previously the quick quote omitted the oven charge entirely, so saved quotes
were under-priced relative to full quotes from the same items.
Pricing: CalculatePricing now calculates ovenBatchCost = (cycleMin/60) × OvenOperatingCostPerHour
using DefaultOvenCycleMinutes (fallback 50 min), then adds it to the total as a quote-level
charge matching how PricingCalculationService handles oven costs.
Save path: SaveQuickQuoteRequest gains OvenBatchCost + OvenCycleMinutes; the Quote record
now stores OvenBatchCost, OvenCycleMinutes, and Total = ItemsSubtotal + OvenBatchCost.
Display: results card shows a sub-line under the estimate price:
"incl. oven 1 batch 50 min: $12.00"
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
iOS ignores manifest icons for home screen; requires apple-touch-icon link tag.
Generated 180x180 PNG with white background + padding so the transparent logo
renders correctly instead of filling black.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- PWA: manifest.json + minimal service worker so iOS/Android persist camera
permission after "Add to Home Screen"; theme-color and apple meta tags in layout
- PWA icons: 192x192 and 512x512 from transparent PCL logo; updated pcl-logo.png
- AI pricing: apply AdditionalCoatLaborPercent per extra coat on AI items,
matching the calculated-item path (was ignoring extra coats entirely)
- AI wizard: live price recalc when coats are added/removed; session-expiry
errors now show a clear "refresh and sign in" message instead of raw HTTP status;
smooth-scroll to follow-up/results sections on AI response
- Catalog lookup: exclude SKUs already in company inventory from results;
pass currentId on edit so own entry still appears; vendor-scoped search
with cross-vendor fallback; result count shown in multi-match modal
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Platform PowderCatalogItem table (IPlainRepository, no tenant filter) with
full spec fields: cure temp/time, finish, color families, clear coat flag,
coverage sq ft/lb, transfer efficiency, IsUserContributed
- Two EF migrations: AddPowderCatalogItem + AddPowderCatalogSpecFields
- PowderCatalogController (SuperAdminOnly): import from Prismatic JSON scrape,
Lookup AJAX endpoint (catalog-first, ranked by SKU exact match), stats view
with Tenant Contributed card
- Unified smart Lookup button on inventory Create/Edit: catalog hit fills all
fields via catalogSnapshot pattern; AI augments cure/finish data from product
URL if subscription enabled; catalog miss falls through to AI lookup
- In-browser label scanner (_LabelScanModal): getUserMedia live camera feed,
jsQR auto-detects QR codes in rAF loop; "Scan Label Text" fallback sends
captured frame to Claude vision via /Inventory/ScanLabel
- ScanLabel endpoint handles both QR URL path (LookupByUrlAsync) and vision
path (ScanLabelAsync); auto-inserts unrecognized products as
IsUserContributed=true; returns wasInCatalog/addedToCatalog flags
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add /SmsAgreements SuperAdmin page listing per-company SMS terms acceptance
status, with stats cards, filter/search, and a full acceptance history modal
(terms version, accepted by, timestamp, IP, user agent)
- Add SMS Agreements nav link under Tenants & Billing in the platform sidebar
- Update HelpKnowledgeBase and Help docs (Quotes, Settings) to document
quote approval via SMS and the reuse of existing approval tokens
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>
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>
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>
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>
- 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