Commit Graph

9 Commits

Author SHA1 Message Date
spouliot c45a6826bd Fix time entry 500 and inventory edit pencil visibility
- Remove parseInt() from time entry worker select — GUIDs were destroyed
  to NaN → sent as null → FindByIdAsync(null) threw 500
- Ledger pencil: also show for Adjustment rows (no PO) so scan-without-job
  entries get an edit button, not just JobUsage rows
- InventoryController: always write JobUsage type for scan-based logs;
  accept Adjustment in edit endpoints; promote Adjustment→JobUsage when
  a job is assigned via edit

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-05 21:46:05 -04:00
spouliot 03d3f57f7b Fix time entry workers, powder usage logging, inventory edit, and mojibake
- JobTimeEntry: migrate to UserId/UserDisplayName; make ShopWorkerId nullable
  (migration MigrateTimeEntriesToUserId)
- Log Time modal: populate worker dropdown from Identity users instead of
  ShopWorkers; fix ShopMobile view same issue
- Inventory Ledger: scan-based JobUsage transactions now appear in
  Powder Usage By Job tab (synthesized from InventoryTransaction)
- Inventory Ledger: add Edit button for JobUsage transactions; new
  GetUsageForEdit + EditUsageTransaction endpoints; inventory-ledger.js
- InventoryTransactionRepository: include Job.Customer for ledger queries
- InventoryAiLookupService: handle JSON-LD @graph wrapper (Columbia
  Coatings / WooCommerce+Yoast); add HTML price snippet fallback
- Fix mojibake in 9 views: â†' → →, âœ" → ✓, âš  → ⚠

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-05 21:05:37 -04:00
spouliot 6569d9c4ea Add SMS gating, TCPA terms agreement, and compose-before-send modal
- Three-tier SMS gate: platform kill-switch → admin force-disable → plan AllowSms → company opt-in
- CompanySmsAgreement entity records admin acceptance of TCPA terms with IP, user agent, and terms version
- SMS terms of service modal on Company Settings with versioned re-agreement (AppConstants.SmsTermsVersion)
- Dev redirect: non-production SMS routed to Twilio:DevRedirectPhone to protect real customer numbers
- Removed redundant Ready for Pickup SMS (Job Completed covers it)
- Role-based compose modal on job completion: Admin/Manager reviews and edits before send; ShopFloor auto-sends
- Send SMS button on job details for ad-hoc messages (Admin/Manager only)
- SendJobSmsAsync auto-appends STOP opt-out language if missing
- Migrations: AddSmsGating, AddCompanySmsAgreement

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-01 22:29:39 -04:00
spouliot 9221fcc783 Add quote-changed banner with re-sync to job details
When a source quote is edited after a job was created from it, the job
details page now shows a warning banner with the date of the change and
a link to the quote. Two actions are offered:

- Re-sync from Quote: replaces all job items, coats, prep services, and
  pricing from the current quote. Only available while the job is still
  in a pre-production status (Pending, Quoted, Approved); hidden once
  shop work has started (InPreparation or beyond).
- Dismiss: acknowledges the change without altering the job, clearing
  the banner by advancing the stored snapshot timestamp.

Implemented via Job.QuoteSnapshotUpdatedAt (new nullable column), set at
quote→job conversion time. The banner fires when quote.UpdatedAt exceeds
this baseline. Migration: AddJobQuoteSnapshotUpdatedAt.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-29 18:02:46 -04:00
spouliot 8aae30765f Onboarding overhaul: slim wizard, progress widget, guided activation UX
Setup Wizard: reduced from 10 steps to 5 (Company Info → QB Migration →
Pricing Defaults → Named Ovens → Notifications). Removed Doc Numbering,
Job Settings, Payment Terms, Pricing Tiers, and Team Members steps — these
all have sensible defaults and are accessible any time in Company Settings.
Wizard now completes in ~5 minutes instead of 15–20.

Dashboard progress widget (new): "Get the most out of your shop" checklist
appears for Company Admins after wizard completion. Tracks six post-setup
activation tasks with dynamic progress badge, motivating subtitle copy,
collapsed-state persistence via localStorage, and a full completion state
("Your shop is fully set up 🎉") that replaces the checklist at 100%.
The next recommended step is highlighted with a solid CTA button and a
subtle blue row tint. Completed steps show encouraging green subtext instead
of just "Done". Widget disappears from controller when AllDone would have
caused a silent vanish — now renders the completion state instead.

Guided activation (Daily Board): rewrote the BoardIntroStep callout to lead
with "This is your shop in real time" and a plain-English description of the
board's purpose. Added a separate InstructionText field to
GuidedActivationCalloutViewModel so the "Move this job to the next stage"
action prompt renders as a distinct bold line with an arrow icon rather than
being buried in the body copy. After the stage change, the confirmation
callout now reads "Nice — your workflow just updated" to reinforce what just
happened before prompting the invoice step.

All copy passes the "shop owner, not SaaS" test: no technical jargon,
benefit-driven descriptions, natural language throughout.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-28 21:10:47 -04:00
spouliot cad728ba66 Fix passkey login tracking, add email opt-out UI guards, and add Quick/Full quote mode toggle
- PasskeyController: set LastLoginDate on passkey sign-in so Company Health
  and audit pages show accurate last-login times (was always showing 'Never')
- Jobs/Index status modal: disable 'Notify customer' email toggle and show
  warning when customer has notifications turned off; CustomerNotifyByEmail
  added to JobListDto + JobProfile mapping + data-customer-notify attribute
- Quotes/Create: disable 'Send quote via email' checkbox with 'Notifications
  off' badge when selected customer has email opt-out; ViewBag.CustomerEmailOptOutIds
  added alongside existing CustomerTaxExemptIds pattern
- Quotes/Create: Quick Quote / Full Quote segmented toggle at top of form;
  hides non-essential fields (dates, notes, tags, oven, discount, photos) in
  Quick mode; selection persisted in localStorage
- InvoicesController Send action: improved error logging and user-facing
  warning when PDF generation or email dispatch fails after status is saved
- item-wizard.js: guard item restoration with try/catch; ensure writeHiddenFields
  always runs on form submit via capture-phase listener
- Help docs and AI knowledge base updated for all new features

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-27 13:32:34 -04:00
spouliot 4f976b1332 Require auth on all work order QR codes and add top view QR
- StatusBump (GET + POST) now requires authentication; routes by job ID
  instead of anonymous ShopAccessCode GUID; records actual user name in
  status history instead of anonymous token string
- WorkOrder action generates a second "View Job" QR in the header linking
  to the authenticated Details page (for verifying specs and seeing catalog
  images on mobile); status bump QR updated to ID-based URL
- WorkOrder view: top QR added to header alongside job number; status bump
  label updated (removed "no login required" copy)
- StatusBump view: updated form routing from asp-route-token to asp-route-id
- HelpKnowledgeBase and Jobs help article updated with two-tier QR docs

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-25 13:27:43 -04:00
spouliot 8d94013895 Add AI Quick Quote widget and inline customer reassignment
- 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>
2026-04-24 17:02:03 -04:00
spouliot 63e12a9636 Initial commit 2026-04-23 21:38:24 -04:00