- 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>
- 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>
When a tenant uploads a logo it is stored in Azure Blob Storage and
LogoData (the legacy DB byte[]) is cleared. All PDF controllers were
still reading the now-null LogoData, so logos never appeared on any
PDF after upload. Fixed by injecting ICompanyLogoService into all six
affected controllers (Quotes, Invoices, Deposits, GiftCertificates,
PurchaseOrders, CatalogItems) and loading the blob-stored logo first
before falling back to the legacy DB field.
Also added structured logging to the AI photo promotion path in
QuotesController Create/Edit POST so upload failures are visible in
production logs instead of silently swallowed.
Added onclick safety net to the Create and Edit quote submit buttons
so dynamically-injected hidden fields (AiPhotoTempIds) are written
before iOS Safari collects the form data on submit.
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>
spouliot