- 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>
- 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>
- 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>
Adds MonthlyRent, MonthlyUtilities, and MonthlyBillableHours to CompanyOperatingCosts so fixed shop occupancy costs are recovered on every quote. The pricing engine converts these into a per-hour rate and applies it as a transparent "Facility Overhead" line between oven batch cost and shop supplies. UI added in Company Settings Operating Costs tab and Setup Wizard Step 3; migration AddFacilityOverheadFields applied. Help docs and AI knowledge base updated to cover the new fields and the revised quote pricing calculation order.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
spouliot