- Drop orphan VendorCreditId1 column from VendorCreditApplications (was
scaffolded by EF because WithMany() lacked inverse navigation name;
fixed WithMany() → WithMany(vc => vc.Applications) in ApplicationDbContext)
- Wire EarlyPaymentDiscount fields through full data path: added
EarlyPaymentDiscountPercent/Days to CreateInvoiceDto, hidden inputs to
Invoice Create view, and JS to populate from customer AJAX response
- Add missing [HttpGet] attribute to TaxRatesController.Index
- Document GenerateNow architecture exception with XML rationale
Migration DropOrphanVendorCreditId1 applied. Build: 0 errors, 168 warnings.
Unit tests: 200/200 passing.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- 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>
- 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>
- 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>
- 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>
- 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>
- CreateJobFromQuote now sets QuoteStatusId to CONVERTED after creating the job
- Added ConvertedToJobNumber to QuoteDto, populated in Details action
- 'View Job' button on Quote Details now shows the job number (e.g. 'View Job JOB-2505-0001')
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Quotes Create/Edit: hide 'Send via email' checkbox when customer has no
email; show badge 'send via SMS from details' or 'SMS consent required'
when customer has a mobile number. JS responds to customer dropdown change.
- Quotes Details: hide 'Send Quote via Email' button and approval email
checkbox; hide SMS button when no mobile; show consent-required note.
- Jobs Details (Mark Complete modal): hide email checkbox; show
'SMS notification will be sent' badge or consent-required note.
- Jobs Index (status modal): hide email row when customer has no email.
- Jobs Edit: hide 'Notify customer if status changes' when no email.
- Invoices Details: hide Send/Re-send buttons when no email (vs. disabled).
DTOs: added CustomerEmail + CustomerNotifyByEmail to JobDto/JobListDto;
added CustomerNotifyByEmail/CustomerMobilePhone/CustomerNotifyBySms to
QuoteDto. Mapped in JobProfile and QuotesController customer blocks.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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>
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>
- 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>
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>
- 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>
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>
- 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>
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>
Each catalog item now supports one optional image (jpg/jpeg/png/gif/webp,
max 10 MB). Uploading generates a 200x200 JPEG thumbnail automatically via
SixLabors.ImageSharp. Images are stored in Azure Blob Storage under a new
catalogimages container, keyed by {companyId}/catalog/{itemId}/.
- CatalogItem entity: ImagePath + ThumbnailPath (nullable string fields)
- Migration: AddCatalogItemImages applied
- ICatalogImageService / CatalogImageService: upload, thumbnail generation,
delete; old blobs replaced atomically on re-upload
- CatalogItemsController: Create/Edit accept optional IFormFile image;
Image(id, thumbnail) action serves blobs with [Authorize] so wizard users
can load thumbnails without CanManageProducts policy
- Catalog index (_CategoryNode): 40x40 thumbnail (or placeholder icon)
left of each item name
- Details view: image card in right column with click-to-full-size link
- Create/Edit views: file picker with live preview; Edit shows current
thumbnail with Remove checkbox
- Wizard (item-wizard.js): thumbnails in product list with hover preview
that follows the cursor (showCatalogPreview / moveCatalogPreview);
fixed Bootstrap d-flex !important bug that broke the filter box by
moving flex layout to an inner wrapper div
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>
- 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>
spouliot