Commit Graph

4 Commits

Author SHA1 Message Date
spouliot 7735fe3cce Demo data realism + invoice resend via SMS on any status
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>
2026-06-11 13:20:04 -04:00
spouliot 1255bc0670 Demo seed Phase 1: NC identity, spec inventory, revenue targeting
- Customers: 10 NC commercial (Carolina Fabrication, Apex Motorsports, Triangle
  Offroad, Smith Welding, Raleigh Architectural Metals, etc.) + 17 residential,
  all anchored to Raleigh-Durham area for cohesive tutorial identity
- Inventory: 6 spec powders (Gloss Black, Matte Black, Super Chrome, Candy Red,
  Signal White, Illusion Purple) + 5 consumables (Tape, Silicone Plugs, Hooks,
  Acetone, Blast Media); 2 low-stock + 1 out-of-stock for dashboard alerts
- Vendors: updated to spec (Prismatic Powders, Columbia Coatings, Harbor Freight,
  Grainger, Local Industrial Supply)
- Quotes: 35 quotes (was 20) with 5-status distribution; dates span 5-6 months
- Jobs: 50 jobs (was ~32) with per-customer price ranges so Revenue by Customer
  report shows realistic Pareto curve (Carolina Fabrication largest, etc.)
- Remove.cs: fingerprints updated for all 27 new customer emails + 11 new SKUs

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-10 22:12:47 -04:00
spouliot 01f6897d08 Scale demo seed data down for tutorial recordings
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>
2026-06-10 21:56:32 -04:00
spouliot 63e12a9636 Initial commit 2026-04-23 21:38:24 -04:00