Commit Graph

61 Commits

Author SHA1 Message Date
spouliot d3a5d827f9 Phase F: Customer/Vendor Statements, Payment Terms Parser, Tax Rates
F1: GetCustomerStatementAsync/GetVendorStatementAsync on IFinancialReportService;
    StatementLineDto; CustomerStatementDto/VendorStatementDto; Statement action on
    CustomersController + VendorsController; Statement views + PDF download via
    StatementPdfHelper (QuestPDF); Statement button on Customer/Vendor Details pages.

F2: PaymentTermsParser static helper (CalculateDueDate, ParseEarlyPaymentDiscount);
    EarlyPaymentDiscountPercent/Days on Invoice entity; GetCustomerPaymentTerms AJAX
    endpoint on InvoicesController auto-populates Terms + due date on customer select;
    early payment discount notice on Invoice Create.

F3: TaxRate entity (Name/Rate/State/IsDefault/IsActive, tenant-filtered);
    IUnitOfWork.TaxRates + UnitOfWork + ApplicationDbContext; TaxRatesController
    (Index/Create/Edit/Delete/ToggleActive, CompanyAdminOnly); GetTaxRateForCustomer
    AJAX endpoint; Tax Rates in Settings gear menu.

Also fixes AddVendorCredits migration: VendorCreditApplications FKs changed from
CASCADE to NoAction to resolve SQL Server error 1785 (multiple cascade paths).
Migration: AddPaymentTermsAndTaxRates applied locally; 200/200 unit tests pass.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-10 10:55:22 -04:00
spouliot 1229081436 Phase E: Add Bank Reconciliation
- IsCleared + ClearedDate added to Payment, BillPayment, Expense entities
- BankReconciliation entity (account, statement date, beginning/ending balance, status)
- BankReconciliationStatus enum (InProgress, Completed)
- Migration AddBankReconciliation: new BankReconciliations table + IsCleared/ClearedDate columns
- IUnitOfWork/UnitOfWork wired with BankReconciliations repo
- BankReconciliationsController: Index, Create, Reconcile, ToggleCleared (AJAX), Complete, Report
- Reconcile view: deposit/payment checkboxes with live running balance and difference via JS
- Complete is gated: only enabled when difference == $0.00
- Nav: Bank Reconciliation added to Finance section in _Layout

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-10 00:10:38 -04:00
spouliot cf9dcfb4c1 Phase D: Add Vendor Credits (AP cycle completion)
- 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>
2026-05-10 00:03:14 -04:00
spouliot a33687f7bd Phase C: Add Manual Journal Entries (double-entry GL)
- 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>
2026-05-09 23:56:03 -04:00
spouliot 7e1676cfd7 Add Phase A accounting features: AP Aging, Trial Balance, Cash vs Accrual
- AP Aging report (GetApAgingAsync, controller actions, view, PDF export)
  mirrors AR Aging — groups open bills by vendor, buckets by days past due date
- Trial Balance report (GetTrialBalanceAsync, view, PDF export)
  uses Account.CurrentBalance, groups by AccountType, validates debits == credits
- Cash vs Accrual accounting method setting on Company entity
  switchable at any time — report-time only, no GL re-posting on change
  P&L cash: revenue = payments received; expenses = bills/expenses paid in period
  Balance Sheet cash: omits AR and AP lines (no receivables/payables concept)
  AccountingMethod badge shown on P&L and Balance Sheet views
- Migration A (AddAccountingMethod) applied, default = Accrual for all existing companies
- AP Aging and Trial Balance added to Reports Landing page

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-09 23:34:54 -04:00
spouliot 379b0de885 Refactor: centralize accounting helpers, status constants, and query deduplication
- AccountingDropdownHelper: wired into BillsController and ExpensesController,
  replacing 35-40 lines of duplicated DB queries per controller
- AppConstants.StatusCodes: added Job.* and Quote.* constants to replace all
  magic status strings across Jobs, Quotes, Appointments, OvenScheduler,
  AiQuickQuote, QuoteApproval, and AccountingDropdownHelper
- AccountingRules: extracted IsNormalDebitBalance into shared Infrastructure
  helper; removed duplicate private method from AccountBalanceService and
  LedgerService (~50 lines deleted)
- AccountDataExportController: extracted 9 Fetch*Async methods (superset of
  includes) so Add*Sheet and Build*Csv no longer duplicate DB queries; each
  entity is queried once regardless of whether XLSX or CSV format is requested
- BillsController.Create and ExpensesController.Create wrapped in
  ExecuteInTransactionAsync; blob uploads moved after commit to keep
  financial data atomic and prevent orphaned blobs from rolling back
- Number generators (Appointments, CreditMemo, OvenBatch) fixed from full-table
  GetAllAsync to prefix-filtered FindAsync

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-09 22:42:39 -04:00
spouliot edd7389d7d Refactor: extract shared helpers, fix field drift, add assembly services
- IJobItemAssemblyService / IQuotePricingAssemblyService: centralize job item
  and quote pricing construction that was duplicated across create, rework copy,
  and quote-to-job conversion paths
- BlobFileHelper: single ValidateUpload/GetContentType/SanitizeFileName used by
  6 blob services (JobPhoto, QuotePhoto, ProfilePhoto, CompanyLogo, Equipment,
  Catalog) and BillsController + ExpensesController, removing 8 private copies
- PagedResult<T>.From(): static factory eliminates 6-line boilerplate in 11
  controllers (Appointments, Customers, Equipment, Inventory, Invoices, Jobs,
  Maintenance, CompanyUsers, PlatformUsers, Quotes, Vendors)
- AccountingDropdownHelper: single LoadAsync() call replaces duplicate
  vendor/account/job queries in BillsController and ExpensesController
- JobTemplateItem: add IsSalesItem + Sku fields with migration; propagate
  through JobTemplatesController snapshot copy and GetTemplatesJson projection,
  and JobsController template-application path
- Test assertions updated for standardized BlobFileHelper error messages

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-09 22:12:33 -04:00
spouliot 61866e1d1e Add carried-over jobs section to Daily Board and fix tip visibility
Non-terminal jobs scheduled for past dates now appear in a red 'Carried
Over' section at the top of today's board so they can't silently disappear.
Also added alert-permanent to the board tip so the layout doesn't auto-dismiss it.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-09 15:34:39 -04:00
spouliot bc9de38da3 Fix Cash account subtype missing from debit-normal balance check
AccountSubType.Cash was not included in IsNormalDebitBalance in both
AccountBalanceService and LedgerService, causing Cash accounts to be
treated as credit-normal. Payments deposited to a Cash account were
debited in the wrong direction, producing a negative balance.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-08 23:13:24 -04:00
spouliot 9a52e7fae5 Ad-hoc quote email, accounting improvements, AI lookup fix, and misc service updates
- Quotes: ad-hoc email modal on Quote Details lets staff send to an address not on file;
  QuotesController passes overrideEmail through to NotificationService
- Quotes/Details view: SMS consent display, email/SMS send button state based on consent
- Accounting module: AccountingDisplayHelpers for consistent ledger formatting;
  AccountsController + Accounts views improvements; AccountingEnums additions
- Bills/Expenses: AI account categorization fixes in BillsController and ExpensesController
- InventoryAiLookupService: TDS cure fallback no longer fires on AiAugmentFromUrl path
  (LookupByUrlAsync already has it built in — was double-fetching)
- PdfService: quote/invoice PDF updates
- PricingCalculationService: minor pricing logic fix
- QuoteProfile: mapping updates for new quote fields
- ApplicationDbContextModelSnapshot: catches up to all 4 migrations in this branch

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-08 20:48:00 -04:00
spouliot 3278152d83 Fix invoice re-creation after void; add payment terms selector and shop supplies line
- Voided invoices no longer block creating a new invoice for the same job: voided invoice's
  JobId FK is cleared so the unique index slot is freed for the replacement
- Invoice Details view shows voided invoices as history rather than hiding them
- Payment terms: standardized SelectList (Due on Receipt, Net 15/30/45/60/90, 2% 10 Net 30,
  COD) with custom-term preservation; invoice-due-date.js auto-updates Due Date on term change
- Shop supplies on direct (no-quote) jobs: InvoicesController derives the shop supplies line
  from the company rate when the job has no source quote to read the pre-agreed amount from
- Job entity: ShopSuppliesAmount + ShopSuppliesPercent fields preserved through job lifecycle
- Migration: AddShopSuppliesAmountToJob

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-08 20:47:34 -04:00
spouliot fc35fd123c Add IsIncoming inventory flag and catalog-to-incoming powder flow in item wizard
- InventoryItem.IsIncoming: marks powder ordered but not yet received; enables QR code
  printing on work orders while the shipment is in transit
- InventoryController.CreateIncomingFromCatalog: POST endpoint creates a 0-balance inventory
  record from a PowderCatalogItem and returns it in wizard-compatible shape
- item-wizard.js: custom coat tab now searches the platform powder catalog as a fallback;
  catalog results show an 'Add as Incoming Order' option; createIncomingFromCatalog POSTs
  to server and selects the new item without a page refresh
- QuoteItemCoatDto: CatalogItemId + AddAsIncoming fields so the wizard can signal server-side
  incoming-item creation during quote save
- Inventory Create/Edit/Index views: IsIncoming badge and field
- IInventoryAiLookupService: minor interface update
- Migration: AddInventoryIsIncoming

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-08 20:47:19 -04:00
spouliot f40d58ac2e Add TCPA-compliant SMS consent tracking for prospect quotes
- Quote entity: ProspectSmsConsent (bool) + ProspectSmsConsentedAt (DateTime?) fields
- QuoteDtos: consent fields on Create/Update/Convert DTOs with TCPA guidance text
- Quote Create/Edit views: SMS consent checkbox shown when mobile number is entered
- Quote ConvertToCustomer view: staff must re-confirm consent carries over to customer record
- QuoteApproval: consent state exposed in ViewModel and ApprovalPage for transparency
- Consent timestamp cleared when prospect quote is linked to an existing customer
- Migration: AddProspectSmsConsent

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-08 20:47:04 -04:00
spouliot fb979bc88d Add BillingEmail field for commercial customers; support comma-separated multi-email
- Customer entity + DTO: new BillingEmail field (accounting/invoicing address)
- Email fields now accept comma-separated lists; DTO validates each address individually
- NotificationService: SendToEmailListAsync helper fans out to all addresses in a list;
  NotifyQuoteSentAsync accepts optional overrideEmail so staff can send to an ad-hoc address
- Migration: AddCustomerBillingEmail
- Customer Create/Edit/Details views updated to show Billing Email field
- customer-billing-email.js: client-side helpers for billing email input

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-08 20:46:53 -04:00
spouliot d3863c713b Add QuoteApprovedByCustomer notification type; fix wrong type logged on approval
QuoteDeclinedByCustomer was used for both approve and decline responses,
so approval notifications showed the wrong type in the log. Added a distinct
QuoteApprovedByCustomer = 16 enum value, wired up the correct type in
NotificationService, added default templates in both the service fallback
dictionary and SeedData, and updated placeholder hints in CompanySettings.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-06 17:13:34 -04:00
spouliot d8622b3187 Fix catalog item repricing on oven-only quote edits
QuoteItem was missing IncludePrepCost, so the Edit GET always deserialized
it as true (DTO default). On save, prep service labor was added on top of
the catalog base price, silently bumping prices whenever any quote field
(e.g. oven cycle minutes) was changed without touching items.

Migration defaults new column to false for catalog items and true for
non-catalog items (matching the wizard's historical defaults).

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-06 16:04:45 -04:00
spouliot 4d10175ce3 Add oven batch cost to AI Quick Quote (1 batch, DefaultOvenCycleMinutes or 50 min)
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>
2026-05-06 15:20:10 -04:00
spouliot 74414c6c71 Add AI overload retry with model fallback and consolidate wizard errors
Anthropic returns overloaded_error (HTTP 529) during high-demand periods.
Previously this failed immediately with a generic error. Now the service
retries Sonnet once after 5s, then falls back to Haiku (a separate
capacity pool) after another 3s before giving up. If all three attempts
are overloaded the user sees a clear "high demand" message rather than a
generic error. Non-overload errors still log at Error level.

Also consolidated AI wizard error display in item-wizard.js: photo upload
failures were using browser alert() while analyze failures used the inline
red alert bar. All errors now go through aiShowError() so they always
appear consistently as the red bar below the Analyze button. Removed the
alert() fallback from aiShowError() itself.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-06 12:27:27 -04:00
spouliot ca4fb959aa Add Sales Tax Liability report with PDF and CSV export
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>
2026-05-06 12:27:08 -04:00
spouliot f383339465 Store powder specific gravity and fix coverage math 2026-05-06 08:46:41 -04:00
spouliot 11a1b91be1 Add platform powder catalog management UI with full CRUD and AI lookup
- 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>
2026-05-06 00:27:44 -04:00
spouliot 713efbc2b6 Store Data Protection keys in SQL Server (non-production)
Replaces the local filesystem path (which required IIS app pool write
access to inetpub\wwwroot\DataProtection-Keys) with SQL Server storage
via IDataProtectionKeyContext. Keys now survive deploys and IIS recycles
without any server-side folder permission setup.

Production continues to use Azure Blob Storage unchanged.

- Add Microsoft.AspNetCore.DataProtection.EntityFrameworkCore 8.0.11 to
  Web and Infrastructure projects
- ApplicationDbContext implements IDataProtectionKeyContext
- Migration AddDataProtectionKeys creates DataProtectionKeys table
- Program.cs: non-production path uses PersistKeysToDbContext

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-05 22:08:31 -04:00
spouliot 20ae11be03 Commit remaining unstaged changes from this session
- Platform settings service: IPlatformSettingsService, PlatformSettingKeys,
  PlatformSettingsService, SubscriptionService, AppConstants,
  SubscriptionExpiryBackgroundService, SubscriptionMiddleware
- JobTimeEntry entity, DTOs, AutoMapper profile (ShopWorker → UserId migration)
- InventoryDtos: SourceTransactionId on PowderUsageLogDto
- InventoryTransactionRepository: include Job.Customer in ledger query
- InventoryAiLookupService: @graph unwrap + HTML price fallback
- ApplicationDbContextModelSnapshot: reflect migration changes
- launchSettings.json, publish profile

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-05 21:20:30 -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 50b1794799 Add PWA manifest, fix AI multi-coat pricing, and improve catalog lookup
- 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>
2026-05-04 08:58:10 -04:00
spouliot 4182286a31 Fall back to TDS sheet for cure specs when main lookup returns none
After the main AI lookup and catalog search, if CureTemperatureF or
CureTimeMinutes is still null but a TDS URL was found, fetch that page
and ask Claude to extract just the cure schedule.

- IInventoryAiLookupService.FetchTdsCureSpecsAsync: new interface method
- InventoryAiLookupService.FetchTdsCureSpecsAsync: fetches the TDS URL via
  the existing FetchPageAsync pipeline (JSON-LD + doc-link extraction, HTML
  stripping). If the page is a PDF or unreachable, returns Success=false
  silently so no error surfaces in the UI. Otherwise sends a small targeted
  prompt that asks only for cureTemperatureF and cureTimeMinutes and uses
  MaxTokens=256 so the call is fast and cheap.
- InventoryController.ScanLabel: after catalog lookup, computes the resolved
  cure values (catalog preferred over AI result). If either is null and a
  TDS URL exists, calls FetchTdsCureSpecsAsync and merges any newly found
  values back into aiResult before building the JSON response.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-03 20:14:12 -04:00
spouliot 28b7b9f86b Fix QR detection (parallel loops), price extraction, and camera pre-warm
QR scanning:
- Run BarcodeDetector and jsQR in parallel — jsQR starts after JSQR_DELAY_MS
  (1.5 s) so both decode simultaneously. BarcodeDetector silently returns empty
  arrays for some QR variants; running jsQR in parallel via a separate rAF loop
  (rafId2) and its own off-screen canvas catches those cases. First decoder to
  find anything calls handleQrResult and sets qrFound = true; the other stops.

Price extraction (two bugs):
- ScanLabel: unitPrice was catalogMatch?.UnitPrice ?? 0m, ignoring aiResult
  .UnitCostPerLb entirely when no catalog match — changed to fall through to AI result
- AppendOffer: only read JSON-LD "price" field; Shopify AggregateOffer uses
  "lowPrice" instead — now checked as fallback so Prismatic Powders prices are found

Camera pre-warm:
- Reverted localStorage approach (caused getUserMedia to fire on every page load,
  showing Chrome's "Ask" prompt immediately before user clicked anything)
- Restored Permissions API gate: preWarmCamera only calls getUserMedia when
  navigator.permissions.query returns 'granted', never risks a page-load prompt

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-03 19:45:22 -04:00
spouliot f881b7dd53 Fix label scanner: full field mapping, vision follow-up lookup, SDS/TDS extraction
- LookupByUrlAsync now maps all identity + spec fields from Claude response
  (manufacturer, SKU, colorName, description, sdsUrl, tdsUrl, unitCostPerLb, etc.)
  Previously only augmenting fields were mapped; Columbia QR path left 80% blank
- Vision scan follow-up: after ScanLabelAsync reads label text, automatically run
  LookupAsync using the extracted manufacturer + color/SKU to fill SDS/TDS URLs,
  product page, image, description, and any specs not printed on the bag;
  label values (cure schedule, SKU) remain authoritative and are never overwritten
- SDS/TDS URL extraction: added ExtractDocumentLinks() that scans anchor tags in
  raw HTML before tag-stripping, injects found URLs as [Structured Data] lines so
  Claude can read and echo them back in the JSON response; previously all hrefs
  were lost with the HTML stripping
- Added SdsUrl/TdsUrl to InventoryAiLookupResult, Claude system prompt JSON schema,
  LookupAsync mapping, and ScanLabel response (catalog match ?? aiResult fallback)
- SDS/TDS now also stored on auto-contributed catalog entries
- jsQR inversionAttempts: 'dontInvert' → 'attemptBoth' for better QR detection
  under varying label contrast and lighting conditions

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-03 18:22:53 -04:00
spouliot 1fc79b77fe Add platform powder catalog, catalog-first lookup, and label scanner
- 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>
2026-05-03 16:36:25 -04:00
spouliot 0b6a7a14c4 Add Quote Sent SMS template and fix consent confirmation wording
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>
2026-05-02 21:19:43 -04:00
spouliot a2d48c8b58 Add SMS quote approval, fix Twilio credentials, fix passkey post-login redirect
- 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>
2026-05-02 09:38:55 -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 2b89fcf483 Refactor dashboard queries to push filtering and aggregation into the database
DashboardReadService no longer loads full entity lists and filters in memory.
All job panels (today/overdue/in-progress) now execute targeted COUNT + capped
SELECT queries in SQL. AR aging buckets, powder order lines, bill totals, and
active-customer counts are all aggregated at the DB level. The SuperAdmin action
previously loaded every company row to compute plan distribution and alert lists;
it now delegates to a new GetSuperAdminDashboardDataAsync() that uses SQL GROUP BY
and projections instead.

DashboardIndexData record updated to carry pre-sliced counts and capped lists so
the controller only does lightweight DTO projection. DashboardPowderOrderLineData
replaces the deep Job→JobItem→Coat Include chains with a single flat coat query
projected in SQL. OnlineUserMiddleware switches its per-user throttle from a
static ConcurrentDictionary (grows forever) to IMemoryCache with a 60-second
sliding expiry.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-01 10:00:43 -04:00
spouliot 90a06c6acd Add product image to powder inventory via AI lookup
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>
2026-04-29 18:15:55 -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 1cb7a8ca4a Phases 3 & 4: Complete data access architecture migration
Phase 3 — eliminated ApplicationDbContext from all non-exempt controllers,
routing all data access through IUnitOfWork. Added IPlainRepository<T> for
the four platform entities (Announcement, BannedIp, DashboardTip, ReleaseNote)
that intentionally don't extend BaseEntity and therefore can't use the
constrained IRepository<T>. Added permanent-exception comments to the 18
controllers that legitimately retain direct DbContext access (Identity infra,
cross-tenant platform ops, bulk streaming exports).

Phase 4 — added EnforceDataAccessArchitecture() to Program.cs, a startup
gate that reflects over every Controller subclass and throws at boot if any
non-exempt controller injects ApplicationDbContext. The app cannot start with
a violation.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-28 09:17:29 -04:00
spouliot 90bc0d965f Phase 2: Eliminate ApplicationDbContext from domain controllers
Migrated InvoicesController, QuotesController, JobsController, BillsController,
PurchaseOrdersController, and CustomersController to route all data access
through IUnitOfWork typed/generic repositories instead of injecting
ApplicationDbContext directly.

New typed repositories added: IJobRepository (GetScheduledJobsForDateAsync,
GetActiveJobsForMobileAsync, LoadForCostingAsync), INotificationLogRepository
(GetLatestForJobAsync, GetAllForJobAsync), IQuoteRepository (GetItemsWithCoatsAsync
with CatalogItem eager load + AsNoTracking), and IJobRepository.GetOrphanedConversionJobAsync.

All EF complex include chains relocated into repository methods; controllers now
call named query methods rather than composing raw IQueryable chains.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-27 21:20:39 -04:00
spouliot 80b0e547cc Phase 1: Introduce typed repository interfaces and report service stubs
Six IUnitOfWork properties upgraded from generic IRepository<T> to domain-specific
typed interfaces (IJobRepository, IQuoteRepository, IInvoiceRepository,
ICustomerRepository, IBillRepository, IPurchaseOrderRepository). Each backed by a
concrete typed repository that encapsulates complex include chains previously
inlined in controllers.

Also adds IFinancialReportService and IOperationalReportService stub implementations
(NotImplementedException placeholders) to Application.Interfaces and Infrastructure.Services,
registered in Program.cs. These are the migration targets for ReportsController's
aggregate query methods in Phase 2.

No controller behaviour changed in this commit — all callers still compile because
typed interfaces extend IRepository<T>.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-27 19:54:10 -04:00
spouliot a4b8ae611a Add passkey prompt dismissal and consolidate company admin navigation
- 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>
2026-04-26 10:34:50 -04:00
spouliot 3899860c1f Fix PlatformSettings insert collision in AddAiCatalogPriceCheckGating migration
Replace InsertData (hardcoded ID 9) with raw IF NOT EXISTS SQL so the
migration is safe on environments where ID 9 is already taken.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-26 09:30:28 -04:00
spouliot f03a198e79 Make AiCatalogPriceCheckEnabled a plan-override toggle
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>
2026-04-26 08:41:27 -04:00
spouliot cb7bbc37bd Add three-layer feature gating for AI Catalog Price Check
Adds platform-level, plan-level (Enterprise only), and per-company
toggles for the AI Catalog Price Check feature. Includes:
- Company.AiCatalogPriceCheckEnabled per-company flag
- SubscriptionPlanConfig.AllowAiCatalogPriceCheck plan-level flag
- PlatformSetting 'AiCatalogPriceCheckEnabled' global kill switch
- IPlatformSettingsService.GetBoolAsync helper
- ISubscriptionService.CanUseAiCatalogPriceCheckAsync
- UI controls in Companies/Edit, PlatformSubscription/Edit+Index,
  and SubscriptionManagement/Manage
- Migration AddAiCatalogPriceCheckGating applied

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-26 08:29:51 -04:00
spouliot ff79c39e83 Switch to sequential batching to eliminate rate limit hits
1 concurrent + 20s pacing = ~3 batches/min × 2k tokens = 6k TPM,
safely under the 8k output TPM limit. Progress estimate updated to 22s/batch.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-25 22:27:10 -04:00
spouliot 2d25f6db2b Add proactive inter-batch pacing to avoid rate limit hits
Rather than relying on reactive 65s retries, each semaphore slot is held
for at least MinBatchIntervalSeconds (20s). With 2 concurrent slots that
limits throughput to ~3 batches/min × ~2k tokens = ~6k output TPM,
safely under the 8k/min limit.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-25 22:01:22 -04:00
spouliot 26b8244422 Reduce to 2 concurrent batches to avoid Haiku output TPM bursting
3 concurrent batches hit the rate limit simultaneously then retry in
unison, causing repeated 429s. 2 concurrent keeps output rate lower.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-25 21:54:32 -04:00
spouliot 7b902d90a2 Restore 3 concurrent batches with Haiku; recalibrate progress bar
Haiku has generous rate limits so parallelism is safe again. Retry
logic catches any 429s. Progress estimate updated to ~8s per wave.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-25 21:49:53 -04:00
spouliot f05e16a826 Switch AI price check to Haiku for cost and speed
Testing Haiku 4.5 for catalog price analysis — structured JSON output
with explicit rules is well within its capabilities. Revert to Sonnet
if result quality is insufficient.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-25 21:41:50 -04:00
spouliot 7407d1cd96 Fix rate limit errors in AI price check
Tier 1 Anthropic accounts are capped at 8,000 output tokens/minute on
Sonnet. 3 concurrent batches burst well past that, causing 429s.

- MaxConcurrentBatches: 3 → 1 (sequential prevents burst)
- Add retry: on rate_limit_error, wait 65s then retry up to 3 times
  so the per-minute window resets before the next attempt

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-25 20:54:30 -04:00
spouliot 740238a939 Drop description field from AI price check user prompt
Item name + category path give Claude sufficient context for surface area
estimation. Descriptions add input tokens without meaningfully improving
verdict quality.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-25 20:44:25 -04:00