Invoice-basis report showing taxable vs non-taxable sales, tax billed
by GL account, monthly trend table/chart, and full invoice detail grid.
Non-taxable invoice rows shaded grey for easy scanning. Quick-preset
date buttons (This Month, Last Month, YTD, Last Year) for common filing
periods. CSV export formatted for accountants and tax-filing software.
Gated behind AllowAccounting() like other financial reports.
- SalesTaxReportDto + 3 supporting DTOs in FinancialReportDtos.cs
- GetSalesTaxReportAsync on IFinancialReportService + implementation
- GenerateSalesTaxReportPdfAsync on IPdfService + QuestPDF implementation
- SalesTax / SalesTaxPdf / SalesTaxCsv actions in ReportsController
- Views/Reports/SalesTax.cshtml with Chart.js monthly trend chart
- Landing page card added to Finance section
- HelpKnowledgeBase and Help/Reports.cshtml updated with full docs
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- PowderCatalogController: Create, Edit, ToggleDiscontinued actions; searchable/filterable/sortable Index with pagination; AiLookup and AiAugmentFromUrl endpoints backed by IInventoryAiLookupService
- New views: Create, Edit, _Form partial (with AI-assisted field population), overhauled Index grid with completeness quality badges and responsive mobile cards
- New ViewModels: PowderCatalogIndexViewModel, PowderCatalogFormViewModel, PowderCatalogListItemViewModel
- AI lookup improvements: SpecificGravity field added to InventoryAiLookupResult; ApplyPowderFallbacks derives CoverageSqFtPerLb from specific gravity when docs omit it; DefaultTransferEfficiency (65%) applied everywhere transfer efficiency is null
- powder-catalog-ai-lookup.js: client-side AI lookup and URL augment wiring for the catalog form
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- 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>
GettingStarted: add 'Using on Mobile — Add to Home Screen' section covering
iOS Safari install flow, Android Chrome install, and PWA benefits (full-screen,
persistent camera permission). Includes Safari-required warning for iOS.
Inventory: add 'Catalog Lookup & Label Scanner' section covering smart catalog
search (filters out existing inventory, vendor-scoped with fallback), AI Lookup
fallback, camera label scanner (catalog-first then AI), and the add-stock prompt
when a scanned product is already in inventory.
HelpKnowledgeBase: sync both of the above for the AI Help Assistant, plus add
catalog lookup / label scanner detail to the INVENTORY section.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Shows a dismissible banner on mobile only, tailored to three cases:
- iOS + Safari: instructions to tap Share → Add to Home Screen
- iOS + other browser: tells user to open in Safari first (required for standalone)
- Android: instructions to tap menu → Install App / Add to Home Screen
Hidden when already running as standalone PWA, or after user dismisses it
(stored in localStorage so it stays gone). Explains camera permission benefit.
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>
Previously these enrichments only ran in the label scanner path (ScanLabel).
The AI Lookup button and AiAugmentFromUrl went through separate code that
returned raw LookupAsync / LookupByUrlAsync results with no TDS fallback
and no SDS/TDS URL propagation to the form.
- InventoryController.ApplyTdsCureFallbackAsync: new private helper that
checks whether cure temp or cure time is still null after the primary
lookup, and if a TDS URL was returned calls FetchTdsCureSpecsAsync to
fill the gap. Mutates the result in place so callers just return it.
- AiLookup: calls ApplyTdsCureFallbackAsync after LookupAsync succeeds.
- AiAugmentFromUrl: calls ApplyTdsCureFallbackAsync after LookupByUrlAsync.
- ScanLabel: replaced the inline TDS fallback block with a call to the
same helper (merges catalog TDS URL into aiResult first so the helper
sees the best available URL).
- _InventoryColorFamilyScripts.cshtml: added fillDocUrl() helper that fills
field-sdsurl / field-tdsurl inputs and shows their open-link buttons when
the AI lookup returns sdsUrl / tdsUrl. These fields existed in the form
but were never populated by the AI Lookup button.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
When a scanned label matches an item already in the tenant's inventory,
the scanner now opens an inline modal asking the user to add stock to the
existing item rather than navigating away or creating a duplicate.
- InventoryController.AddStock: new POST endpoint that creates a Purchase
transaction, updates QuantityOnHand, and optionally updates UnitCost /
LastPurchasePrice when a new cost is provided. Returns new balance as JSON.
- InventoryController.ScanLabel: extends the duplicate-detection response
to include existingQuantityOnHand and existingUnitOfMeasure so the modal
can display current stock level.
- _LabelScanModal.cshtml: adds #addStockModal with quantity (+ UOM label),
optional unit cost (pre-filled from scan), optional notes, Add Stock CTA,
and an escape hatch to create a new entry instead.
- inventory-label-scan.js: when scan returns existingInventoryId the JS
opens addStockModal instead of a warning banner. Submitting POSTs to
/Inventory/AddStock and shows the updated balance in a success bar with
a link to the item. The 'new entry instead' path hides the modal and
pre-fills the create form with a softer duplicate warning.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
QR scanning:
- BarcodeDetector now snapshots to canvas before detect() instead of passing
live video element — more reliable across Chrome versions
- Uses BarcodeDetector.getSupportedFormats() to detect all formats the browser
supports rather than hardcoding ['qr_code'], catching data_matrix etc.
- jsQR fallback unchanged (attemptBoth inversion)
Processing overlay:
- Added #scan-processing overlay div to _LabelScanModal with spinner + message
- Camera/scanning UI blanks immediately when QR is found or Scan Text tapped;
overlay message differs per path ("QR code found..." vs "Reading label with AI...")
- Overlay hides on error (modal stays open); modal close triggers hideProcessing()
Camera permission:
- localStorage flag (scannerCameraGranted) set on every successful getUserMedia
- preWarmCamera() checks flag first, bypassing navigator.permissions.query which
can return 'prompt' for localhost even when Chrome has 'Allow' internally;
proactive getUserMedia on page load succeeds silently when permission is granted
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>
System.Text.Json serializes PascalCase by default but the modal JS
expected camelCase — added CamelCase naming policy to the serializer.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Fix Razor rendering of TermsVersion — property chains after a literal
character need @() parentheses or Razor misparses the expression.
Also adds cleanup to EnsureNotificationTemplatesSeededAsync to remove
stale template rows (no longer canonical, never customised) on next
settings visit, so retired types like JobReadyForPickup SMS disappear
automatically.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Adds a customizable QuoteSent SMS template to seed data and
DefaultTemplates so companies can edit the quote approval message
from Notification Templates. Wires NotifyQuoteSentSmsAsync to use
the template system instead of a hardcoded string. Updates
SmsConsentConfirmation wording to mention quote approvals alongside
job updates. Help docs and AI knowledge base updated to match.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Added notification preference indicators to both views so staff can
see at a glance whether a customer has email/SMS enabled without
opening edit mode.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Customers who replied STOP by mistake can now reply START, YES, or
UNSTOP to automatically re-enable their SMS opt-in — no staff action
needed. Adds SmsInboundStart notification type, HandleStartAsync in
WebhooksController, and updates AI knowledge base and help docs.
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>
- Add 'Send Quote via SMS' button on quote details page that sends the approval
link to the customer via SMS (respects NotifyBySms, handles prospects via ProspectPhone)
- Reuses existing valid approval token rather than regenerating, so a previously
emailed link stays valid when SMS is also sent
- Fix Twilio appsettings.json placeholders (real credentials moved to gitignored
appsettings.Development.json)
- Fix passkey login ignoring ReturnUrl: biometric login on the login page now
respects the form's ReturnUrl hidden field so QR-code and deep-link flows
redirect correctly after authentication instead of always going to the dashboard
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Settings help article: add SMS Notifications subsection covering company opt-in, TCPA terms agreement, compose-before-send vs auto-send, and STOP opt-out
- Customers help article: add Mobile Phone and SMS Opt-In fields to the Adding a Customer field list
- HelpKnowledgeBase: remove stale "ready for pickup" SMS event, add company opt-in flow, customer opt-in requirement, compose modal for Admin/Manager, auto-send for ShopFloor, Send SMS button, and STOP opt-out behavior; remove SuperAdmin-only SMS Platform Setting content
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- 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>
When AI Lookup fetches a manufacturer product page, it now extracts the
og:image (Open Graph) meta tag before stripping HTML tags. The image URL
is returned in InventoryAiLookupResult.ImageUrl and automatically shown
as a preview on the Create/Edit form alongside the other filled fields.
The preview includes a Remove button to clear the image, and the Wrong
Match? button clears it along with the other AI-filled fields.
On the inventory Details page a product image card is rendered above the
Stock & Pricing card whenever ImageUrl is set. The field is nullable so
existing records and powders without an image are unaffected.
New field: InventoryItem.ImageUrl (nvarchar, nullable).
Migration: AddInventoryItemImageUrl.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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>
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>
Shows an × button in the top-right of the completion card so users can
permanently hide the widget once they've seen the success message. Dismissal
is stored in localStorage (same pattern as the collapse state) so it persists
across page loads without requiring a DB migration. The widget hides itself
on the next load before any layout is shown, avoiding a flash.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
GettingStarted.cshtml: updated Setup Wizard description from 10-step to
5-step, revised time estimate (5–10 min), added new "After the Wizard"
section explaining the guided activation first-workflow flow and the
progress widget (what it tracks, how the highlight works, when it
disappears, Admin-only visibility).
HelpKnowledgeBase.cs (AI assistant): updated Setup Wizard entry to 5 steps,
replaced old step list (removed steps 5–8, 10), updated new company
quick-start checklist to reference the 5-step wizard and the post-wizard
progress widget. Added new GUIDED ACTIVATION section covering the two
onboarding paths (Quote First / Job First), the Daily Board intro experience,
and how the banner auto-dismisses. Updated Common Workflows to reflect the
new onboarding order. Dashboard section now describes the progress widget
and its six tracked steps.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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>
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>
- 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>
- Add "Don't ask me again" to passkey enrollment prompt (PasskeyPromptDismissed
field on ApplicationUser; DismissPrompt POST action; migration applied)
- Add Subscription & Features button to Companies/Index btn-group and
Companies/Edit header for direct navigation to SubscriptionManagement/Manage
- Add Edit Company back-link on SubscriptionManagement/Manage
- Remove duplicate AI Features section from Companies/Edit (managed exclusively
via Subscription & Features page)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Company-level toggle now grants access regardless of plan tier, checked
before the plan gate. Useful for enabling the feature on individual
Pro/Basic companies without upgrading their plan.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- HelpKnowledgeBase: full AI price check section (verdicts, confidence,
category paths, run limit, how to use, common questions)
- Inventory help article: new 'AI Catalog Price Check' section with
verdicts, step-by-step instructions, caveats, and on-page nav link
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Replace with generic 'AI', 'AI agent', or 'AI system' throughout.
Keeps the underlying vendor implementation details off the UI.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Button: 'Run/Re-run Price Check' -> 'Analyze Catalog with AI'
- Add info card explaining what the analysis does, verdict meanings,
and the disclaimer to verify operating costs before running
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- GET: sets ViewBag.NextRunAvailable if last run was within 90 days;
view disables the button and shows the next eligible date
- POST: returns early with a warning if called before the 90-day window
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Shows a modal overlay with animated progress bar and batch-aware status messages
while Claude is analyzing. Progress animates in two phases: ease-out to ~85%
over the estimated duration, then a slow crawl to 99% so it never falsely
"completes" before the server responds.
- Overlay driven by CSS (hidden until .active added by JS)
- Item count passed from controller as data-item-count on the run button
- Batch count derived from item count (batches of 25) to show accurate
"Analyzing batch N of M…" messages
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
The auth panel CSS (brand panel gradient, form panel flex centering, feature list,
subtext color) was only defined in Login.cshtml's @section Styles — not in the
shared auth layout. EnrollPrompt used the same class names but had no styles behind
them, so the two-column layout collapsed. Added matching styles in EnrollPrompt's
own @section Styles block.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Claude reviews every active catalog item against the shop's own operating costs
and returns a per-item verdict (below-cost / thin-margin / high / ok) with a
suggested price range, cost floor, and assumptions.
- New entity: CatalogPriceCheckReport (JSON blob, archived per company)
- New service: IAiCatalogPriceCheckService / AiCatalogPriceCheckService
batches items 25 at a time to stay within model context limits
- Two new controller actions: GET AiPriceCheck (view report) + POST RunAiPriceCheck
- AiPriceCheck view: summary cards (counts by verdict), color-coded item cards
with Edit Price link, assumptions detail, and loading spinner on submit
- AI Price Check button added to catalog Index header
- Migration AddCatalogPriceCheckReport applied
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>
spouliot