Commit Graph

171 Commits

Author SHA1 Message Date
spouliot 82fb48f7a5 Patch export/import for missing fields; add CustomerContacts export
- DataExportController + AccountDataExportController: add ProjectName to
  Jobs, Quotes, Invoices (XLSX + CSV); add LeadSource + ShipTo fields to
  Customers (XLSX + CSV); add CustomerContacts sheet/CSV (new)
- Both export views: add Customer Contacts checkbox (checked by default)
- CustomerImportDto: add LeadSource + ShipTo* fields
- JobImportDto: add ProjectName
- QuoteImportDto: add ProjectName
- InvoiceImportDto: add Project Name (dual-name alias for round-trip)
- CsvImportService: wire all new import fields to entity creation;
  also patch invoice update path for ProjectName
- Add scripts/purge_imported_data.sql (dry-run T-SQL for data cleanup)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-10 15:14:27 -04:00
spouliot 427c52a499 Fix Ready for Pickup filter returning no results
The Ready pill passed searchTerm=ReadyForPickup which did a text search —
"readyforpickup" (no spaces) never matched the display name "Ready for Pickup".
Converted to statusGroup=ready and added the corresponding controller case.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-10 14:39:35 -04:00
spouliot 94a89ee175 Add CRM features: Additional Contacts, Lead Source, Ship-To Address; update Help docs
- New CustomerContact entity + migration (AddCustomerContactsAndCrmFields)
- Customer.LeadSource + ShipToAddress/City/State/ZipCode/Country fields
- Additional Contacts card on Customer Details with AJAX add/edit/delete
- Lead Source dropdown on Create/Edit; Ship-To section on Create/Edit
- Customer Details: side-by-side billing/ship-to when ship-to is set
- Help docs: Customers (contacts, ship-to, lead source, preferred powders, outstanding pickups)
- Help docs: Jobs (clone job, project name), Quotes (project name), Invoices (project name), Inventory (low stock clickable filter)
- HelpKnowledgeBase.cs updated for all features above

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-10 12:46:08 -04:00
spouliot 711cd01cd3 Add CRM features: Outstanding Pickups, Customer Notes, Clone Job, Preferred Powders
- Outstanding Pickups card on Customer Details shows jobs awaiting pickup with age badges
- Customer Notes log: inline add/delete notes with important flag, AJAX-backed
- Clone Job action on Jobs controller; Repeat Last Job button on Customer Details quick actions
- Preferred Powders per customer: typeahead inventory search, AJAX add/remove
- CustomerPreferredPowder entity + migration; unit tests for CRM stats/timeline logic
- Fix EF Core concurrency bug: parallel Task.WhenAll FindAsync replaced with sequential awaits

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-09 19:59:32 -04:00
spouliot 7cbae31916 Fix invoice ProjectName not pre-filling on edit; add to Details view
Edit GET now falls back to job.ProjectName for invoices created before the
column was added. Details view shows Project Name alongside Customer PO.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-09 08:58:09 -04:00
spouliot 9367e358d9 Add Project Name field to invoice create and edit forms
Stores ProjectName on the Invoice entity (previously only inherited from the
linked job at display time). Pre-fills from the job when creating from a job.
Migration: AddInvoiceProjectName.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-09 08:50:02 -04:00
spouliot 94e536178c Add optional Project Name field to quotes, jobs, and printed documents
- Add ProjectName (nvarchar 100, nullable) to Quote and Job entities;
  migration AddProjectNameToQuotesAndJobs applied
- Add ProjectName to all relevant DTOs: QuoteDto/Create/Update,
  JobDto/List/Create/Update, InvoiceDto (mapped from Job.ProjectName
  via AutoMapper so the invoice PDF picks it up without a separate column)
- Form field added after Customer PO in Quote Create/Edit and Job Create/Edit
- CreateJobFromQuote copies ProjectName from quote to job automatically
- Details views (Quote and Job) display Project when set
- Printable quote PDF: Project row in the quote details block
- Work order: Project row in customer/job info section
- Invoice PDF: Project shown in the Job Reference block alongside Job # and PO #

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-08 14:48:28 -04:00
spouliot 456d054229 Fix prospect quote conversion losing the job; add reply-to in email footer
QuotesController — ConvertToCustomer POST was wrongly setting the quote
status to 'Converted' (which means a job exists) and redirecting to the
customer page with no job created. The quote then disappeared from the
default list filter and the user had no way to create the job without
hunting for it. Fix: leave the quote at 'Approved' after customer
creation and redirect back to the quote details page with a toast
prompting the next step. 'Converted' status is now set exclusively by
CreateJobFromQuote when a job actually exists.

NotificationService — add tenant reply-to email address as a visible
line in the email footer so customers who ignore or whose mail client
doesn't honour the Reply-To header still have a clear address to contact.
Also adds Warning-level logging when no reply-to is configured for a
company so future routing issues are diagnosable from app logs.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-08 10:35:48 -04:00
spouliot ad986561c9 Fix AI quote blast rate: single formula path, correct client preview
Root cause: company-settings-lookups.js had its own baseByCfm/multiplier
tables that were completely different from ShopCapabilityCalculator.cs,
so the UI showed an inflated rate (e.g. 82 sqft/hr) while the AI prompt
received the server-computed rate (e.g. 9 sqft/hr).

- Add CompanySettingsController.DeriveBlastRate endpoint — thin GET that
  calls ShopCapabilityCalculator directly; now the single formula path
- Delete all client-side formula code (baseByCfm, multiplier tables,
  deriveBlastRate) — ~30 lines removed
- Modal live preview calls /CompanySettings/DeriveBlastRate with 250ms
  debounce instead of computing locally
- Blast setup table uses setup.derivedRate from GetBlastSetups (already
  server-computed) instead of recalculating client-side
- QuotesController.AiAnalyzeItem: when no blast setup is explicitly
  selected, fall back to the company's default blast setup so the
  configured rate is always used

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-03 15:57:46 -04:00
spouliot 87bbf158a4 Fix material usage logging: remaining weight mode, edit modal, and consolidate duplicate logic
- InventoryController: extract RecordInventoryUsageAsync helper; both LogUsage
  (scan page) and LogMaterial (jobs modal, moved from JobsController) call it —
  no more duplicate save/GL logic across two controllers
- Log Material modal: replace radio buttons with prominent toggle buttons so the
  active mode (Amount Used vs Amount Remaining) is always visually obvious; add
  always-visible preview line showing exactly what will be logged before saving
- Edit Usage modal: add quantity field (pre-populated from existing transaction)
  with delta adjustment to InventoryItem.QuantityOnHand on save; include
  completed/terminal jobs in the dropdown so entries can be corrected after a
  job is marked done
- Scan page job picker: include jobs completed within the last 7 days (marked
  with '(completed)') so usage can be logged after a job is finished

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-03 14:31:02 -04:00
spouliot 99deca3b62 Default imported formula templates to active regardless of export state
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-02 11:14:48 -04:00
spouliot 23e64829bb Fix formula export/import: embed fields as real JSON array, not escaped string
Previously FieldsJson was serialized as an escaped string in the export
file, which was fragile and unreadable. Now parsed into a JsonElement and
embedded as a proper JSON array under the key "fields". Import reads it
back with GetRawText() to reconstruct the stored string. This prevents
the null/empty fields bug caused by manually-edited or round-tripped files.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-02 11:06:38 -04:00
spouliot cd4c233b60 Fix formula export casing: use camelCase to match import property lookups
System.Text.Json defaults to PascalCase for anonymous types, producing
"Name"/"OutputMode" etc., while the import used TryGetProperty("name")
causing every template to fail with "no name". Adding CamelCase naming
policy aligns the export format with what the import expects.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-02 10:52:58 -04:00
spouliot b23bea6db0 Add formula template export/import and unsaved-changes guard
- Export: GET /CompanySettings/ExportCustomItemTemplates downloads all
  company templates as an indented JSON backup (strips internal IDs/paths)
- Import: POST /CompanySettings/ImportCustomItemTemplates restores from
  that file; runs full field + formula validation, skips name duplicates,
  returns per-item results (imported / skipped / errors)
- Unsaved-changes guard: cfModal now intercepts backdrop/ESC/X when the
  form is dirty and prompts before discarding work
- Export and Import buttons added to the Custom Formulas card header

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-02 09:24:02 -04:00
spouliot ed35362c7a Add Formula Library ratings, Job Profitability report, and Quote Revision History improvements
- Formula Library ratings: thumbs up/down per company per formula; toggle on/off; sorts by net score; own formulas not rateable; FormulaLibraryRating entity + migration AddFormulaLibraryRatings
- Job Profitability report: actual labor cost (logged hours x StandardLaborRate) vs powder cost vs billed price per job; gross margin % color-coded; time-tracked-only filter; totals footer
- Quote Revision History: track Total price changes on every save; log Sent/Resent events with recipient email; replace flat table with grouped timeline UI (icons per event type, total-change badge on header)
- Setup Wizard: cap CompletedCount at TotalSteps so old 10-step data no longer shows 10/5
- Formula Library card: fix badge overflow on long titles; add Rate: label to make voting buttons discoverable
- Help docs and AI knowledge base updated for all three features

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-06-01 09:02:07 -04:00
spouliot efc4e9dadf Fix NCalc case sensitivity and add formula validation
- Normalize IF/Abs/Pow/etc. to lowercase before evaluation so AI-generated
  or manually typed uppercase function names no longer cause "Function not
  found" errors
- Add NormalizeAndValidate() which normalizes then does a parse-only check
  on save — invalid formulas are rejected with a clear error before storing
- Update AI system prompt to list all functions in lowercase and explicitly
  call out case-sensitivity; add if() to the supported function list
- Add collapsible NCalc quick-reference panel in the formula editor showing
  all operators, functions (lowercase), built-in variables, and an example

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-27 22:09:43 -04:00
spouliot ca7e905832 Add Community Formula Library feature
Companies can now share their custom formula templates to a platform-wide
community library. Other tenants can browse, preview, and import formulas
as independent local copies. Includes attribution (source company name),
"Inspired by" lineage for re-contributed formulas, import counts, own-formula
badge, cascade diagram nullification, and AI assistant + help docs updates.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-27 21:54:51 -04:00
spouliot 972123c7a2 Fix incoming powder inventory: defer creation to approval, deduplicate, fix category
Three bugs fixed:

1. Wrong timing — inventory items with IsIncoming=true were auto-created during
   quote save (in QuotePricingAssemblyService). Now deferred to quote approval so
   inventory only reflects powders the shop is actually going to process.

2. Duplicate records — same powder on multiple items in one quote created multiple
   inventory records. Now grouped by PowderCatalogItemId: one record per unique
   catalog powder, all matching coats linked to the same record.

3. Wrong category — category resolution used first IsCoating=true by DisplayOrder,
   which could land items in Cerakote or other unintended categories. Now prefers
   CategoryCode==POWDER explicitly, with DisplayOrder fallback.

Changes:
- QuoteItemCoat: add PowderCatalogItemId int? — persists catalog reference at quote
  save time so the approval path knows what to create
- QuotePricingAssemblyService.BuildQuoteItemCoatsAsync: store PowderCatalogItemId
  on coat instead of calling CreateIncomingInventoryItemAsync immediately
- QuotePricingAssemblyService.CreateIncomingInventoryItemAsync: signature changed
  from (coatDto, companyId) to (catalogItemId, companyId); category lookup prefers
  POWDER code; no longer clears PowderCostPerLb on the DTO
- QuotePricingAssemblyService.EnsureIncomingInventoryForApprovedQuoteAsync: new
  public method called at approval — loads pending coats, groups by catalog ID,
  creates one inventory item per group, links all coats in each group
- IQuotePricingAssemblyService: exposes EnsureIncomingInventoryForApprovedQuoteAsync
- QuotesController.ApproveQuote: calls EnsureIncomingInventory after save
- QuotesController.ChangeQuoteStatus: calls EnsureIncomingInventory on Approved
- QuoteApprovalController: injects IQuotePricingAssemblyService; calls
  EnsureIncomingInventory in ApproveInternal (customer-facing portal path)
- InventoryController.CreateIncomingFromCatalog: same category fix (prefers POWDER)
- Migration: AddPowderCatalogItemIdToCoat (nullable int on QuoteItemCoats)
- Tests: updated AddAsIncoming test to verify deferred behavior; new deduplication test

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-27 10:12:24 -04:00
spouliot 9dd36238bb Add timeclock break/lunch tracking, manual entries, and attendance period picker
- ClockEntryType enum (Work/Break/Lunch) on EmployeeClockEntry; default 0 = Work
  so all existing entries are unaffected
- Migration AddClockEntryType applied
- Break and Lunch buttons on clock status card (only when AllowMultiplePunchesPerDay
  is enabled); GoOnBreak closes current Work segment and opens Break/Lunch segment
- Return to Work button when on break/lunch; closes break segment, opens new Work
- Status badges on clock card and Who'\''s In grid: Working / On Break / At Lunch
- Break/Lunch hours excluded from all day totals, week totals, metrics, and CSV
- Manager: Manual Entry modal to create a time entry for any company employee
- Attendance report defaults to current ISO week; Week/Month mode toggle with
  auto-submitting dropdowns (last 12 weeks or months); period label shown inline
- Attendance CSV: Type column added; day/week totals blank on Break/Lunch rows;
  filename uses period label
- Week subtotal rows suppressed in single-week view (shown in month view only)
- Help article and AI knowledge base updated for all new features

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-27 09:30:39 -04:00
spouliot 97745f9a65 Add Timeclock settings tab in Company Settings with multi-kiosk support
Settings tab (Company Settings > Timeclock):
- Enable/disable timeclock toggle (hides nav link and attendance report when off)
- Allow multiple clock-ins per day toggle
- Auto clock-out after X hours (auto-closes forgotten open entries on next punch)
- Kiosk devices table: lists activated tablets with name, activated date, last seen;
  Deactivate button removes that device's access immediately

Multi-kiosk support (replaces single TimeclockKioskToken on Company):
- New TimeclockKioskDevice entity (one row per tablet, unique token, DeviceName, LastSeenAt)
- KioskActivate GET shows a form for optional device name before activating
- KioskDeactivate POST accepts device ID, deletes specific row (not all devices)
- Kiosk validation (Kiosk, KioskEmployees, KioskPunch) queries device table with
  ignoreQueryFilters since no user is logged in on kiosk requests
- LastSeenAt updated on each Kiosk page load

Enforcement:
- ClockIn and KioskPunch both auto-close stale entries if AutoClockOutHours is set
- ClockIn and KioskPunch both block second same-day punch if AllowMultiplePunches=false
- TimeclockEnabled=false hides nav link (SubscriptionMiddleware sets Items key) and
  returns Forbid on kiosk punch
- Migration: AddTimeclockSettings (adds 3 columns to Companies, new TimeclockKioskDevices table)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-27 00:12:46 -04:00
spouliot 6c2fe6e1c4 Add Employee Timeclock feature with kiosk, attendance report, and payroll CSV export
- New EmployeeClockEntry entity (facility-level attendance, separate from job time entries)
- KioskPin added to ApplicationUser; TimeclockKioskToken added to Company
- TimeclockController: clock in/out, who's in, 14-day history, manager edit/delete,
  tablet kiosk with device-cookie auth, PIN management via Users edit page
- Kiosk UI: employee tile grid + 4-digit PIN pad + auto-detect clock-in vs clock-out
- Attendance report at /Reports/Attendance with weekly subtotal rows
- Payroll CSV export at /Reports/AttendanceCsv (flat, one row per segment)
- AllowCustomFormulas wired through PlatformSubscriptionController + subscription views
- Fix soft-delete bug on CustomItemTemplate (missing HasQueryFilter in OnModelCreating)
- Help article (Help/Timeclock.cshtml) and AI knowledge base updated
- Migrations: AddEmployeeTimeclock, AddTimeclockKioskToken

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-26 19:53:13 -04:00
spouliot f625be01a3 Fix Facility Overhead not appearing on Quote Details view
Both PricingBreakdown constructions in QuotesController.Details were
missing FacilityOverheadCost and FacilityOverheadRatePerHour mappings,
so the view condition (FacilityOverheadCost > 0) was always false even
though the overhead was correctly stored on the Quote entity and included
in the total. The quote-to-job conversion block already had them; now all
three are consistent.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-26 13:11:52 -04:00
spouliot e6c4cfb38b Fix all FK constraint violations when purging soft-deleted Jobs
Before deleting Jobs, now:
- Deletes non-nullable child rows: ReworkRecords, PowderUsageLogs, OvenBatchItems
- Nulls out nullable FK refs: Invoices, Deposits, Appointments, BillLineItems,
  Expenses, InventoryTransactions
DB-cascade / SET NULL relationships (JobChangeHistory, JobStatusHistory,
JobTimeEntry, JobItems, JobNotes, JobPhotos, KioskSession, NotificationLog)
are excluded — the DB handles them automatically.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-26 13:04:13 -04:00
spouliot 5b5247624c Fix data purge FK violation on Appointments and apply pending migration
DataPurgeController was deleting Jobs without first clearing the nullable
Appointments.JobId FK, causing FK_Appointments_Jobs_JobId violations.
Fix nulls out the FK on any linked appointments before the DELETE runs.

Also applies migration AddAllowCustomFormulas (AllowCustomFormulas column
on SubscriptionPlanConfigs for custom formula pricing feature gating).

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-26 08:54:48 -04:00
spouliot a7ad0e1de8 Add Custom Powder Order line item and fix CSV import FinalPrice crash
Custom powder/incoming powder material cost now flows into a separate
auto-generated 'Custom Powder Order' line item instead of rolling into
individual item prices, so users can add shipping charges before the
customer sees the total. A dashed yellow preview card in the wizard
shows the material cost and lets users edit the total (including shipping)
before saving. After first save the price is user-owned.

Also fixes a fatal CSV import crash when FinalPrice contains a non-numeric
value (e.g. 'false' from a spreadsheet formula): the job CSV importer now
streams rows one at a time with a lenient decimal converter, treating bad
values as $0 with a per-row warning instead of aborting the entire import.

Updated HelpKnowledgeBase.cs and Help articles (Jobs, Quotes) with
Custom Powder Order behavior and a new Data Import / Export section.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-25 23:37:46 -04:00
spouliot 026e646295 Fix three bugs: vendor duplicate check, page size dropdown, label location
- Vendor Create: reject duplicate company names (case-insensitive) before
  saving; works for both the standalone form and the inline quick-add modal
- _Pagination: define changePageSize() JS function (was called but never
  existed, breaking page size dropdown on every paginated list)
- Inventory Label: show bin/location on printed QR code labels

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-24 17:58:23 -04:00
spouliot b7fcefa765 Add color family filter to inventory index
Adds an 'All Colors' dropdown to the inventory filter bar populated from
the ColorFamilies values already stored on inventory items. Selecting a
family (e.g. 'Red') returns only items tagged with that family.

Also refactors the 16-branch if/else filter builder into a single
composable predicate, making future filter additions trivial.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-24 17:25:14 -04:00
spouliot 1a6f855c05 Merge feature/custom-formula-templates into dev 2026-05-24 11:42:22 -04:00
spouliot 19b7a9a473 Fix equipment creation blocked by maintenance interval validation
RecommendedMaintenanceIntervalDays was a non-nullable int with [Range(1,3650)],
so submitting the form without filling it in bound to 0 and failed validation.
Made nullable on the entity, both DTOs, and the one controller callsite that
calls .AddDays() (now uses .Value). Migration applied.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-24 10:38:05 -04:00
spouliot 4650ba3d4d Fix custom formula wizard bugs and add field name validation
- Fix Add Field blanking inputs: cfFields was IIFE-scoped so inline oninput
  handlers couldn't reach it; expose cfUpdateField on window
- Fix ManualUnitPrice dropped in buildItemFromData: condition excluded
  isCustomFormulaItem, causing FixedRate items to reprice from scratch
- Fix formula card missing on job pages: load CustomFormulaTemplates in
  PopulateJobItemDropDownsAsync so Details, EditItems, and Edit all get it;
  add customFormulaTemplates + formulaEvalUrl to Details and EditItems pageMeta
- Add NCalc field name validation: client-side inline feedback (is-invalid +
  message on oninput) and pre-save sweep; server-side ValidateTemplateFields
  on Create and Update; rules: letter-start, letters/digits/underscores only,
  no duplicates, "rate" reserved

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-24 10:28:41 -04:00
spouliot 1eba50cf0f Add Custom Formula Item Templates with AI generation and wizard integration
Introduces per-company reusable NCalc2 pricing formula templates for complex
fabricated items (roof curbs, enclosures, welded frames). Templates support
two output modes — FixedRate (formula yields a dollar amount) and SurfaceAreaSqFt
(formula yields sq ft fed into the standard coating engine). Includes:

- CustomItemTemplate entity, migration (AddCustomItemTemplates), IUnitOfWork repo
- IsCustomFormulaItem / CustomItemTemplateId / FormulaFieldValuesJson flags on
  QuoteItem, JobItem, CreateQuoteItemDto; mapped in all 3 JobItemAssemblyService
  overloads and all existingItemsData JSON projections + pageMeta blocks
- ICustomFormulaAiService / CustomFormulaAiService: Claude-powered formula
  generator (natural language + optional diagram image) and NCalc2 evaluator
- CompanySettings CRUD endpoints: GetCustomItemTemplates, Create/Update/Delete,
  UploadTemplateDiagram, TemplateDiagram (blob serve), EvaluateFormula, GenerateFormulaFromAi
- Company Settings "Custom Formulas" tab + cfModal + company-settings-custom-formulas.js
- item-wizard.js: formula item type card, renderFormulaFields, wzFormulaRecalc
  (live evaluate via POST), collectStep2 formula branch, buildCardHtml / emitHiddenFields
- Formula badge in Quotes/Details and Jobs/Details; AI badge gap fixed in Jobs/Details
- Help article (CustomFormulaTemplates.cshtml), Help Index card, HelpController action,
  HelpKnowledgeBase entry; 225/225 unit tests passing

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-23 15:09:22 -04:00
spouliot d77b3778ac Add vendor supply categories with inventory auto-filter
Vendors can now be tagged with one or more inventory categories (Powder,
Chemical, etc.) via checkboxes on the Create/Edit form. The inventory
Create/Edit vendor dropdown automatically filters to matching vendors when
a category is selected; falls back to all vendors if none are tagged.
Includes migration AddVendorCategories (VendorInventoryCategories join table).

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-23 09:52:34 -04:00
spouliot 05935b110a Open QR Label in modal instead of a new browser tab
Adds an embed mode to the Label view (hides standalone nav controls) and
an iframe-based modal on Inventory Details. The modal footer Print button
calls contentWindow.print() so the print dialog opens without spawning a
new window.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-23 09:32:57 -04:00
spouliot f018653c18 Add rework pricing type (Fixed vs Per-Item) and inline rework flow on Job Details
Adds a PricingType enum to ReworkRecord (FixedPrice | PerItem), surfaces the
choice in the rework modal on Job Details, and wires the resulting unit/total
price display. Includes migration AddReworkPricingType, updated repository
query for rework history, and help article updates.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-23 09:27:34 -04:00
spouliot baec0b33f7 Fix QR scan stripping scheme from product URL
LookupAsync builds SpecPageUrl from the ProductUrlTemplate via TryBuildDirectUrl.
If the template is stored without a scheme the link is scheme-less and browsers
treat it as relative, appending it to the app URL.

The scanned QR URL is always fully-qualified and always the correct product page
(it came from the manufacturer's bag), so use it unconditionally as SpecPageUrl
on the pattern-matched QR path instead of only when SpecPageUrl was null.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-22 17:26:56 -04:00
spouliot dfb1d34af3 Add inventory bin filter, print bin, mobile login fixes, and QR scan fix
- Inventory: location filter dropdown + Print Bin page (line #, name, color, SKU)
- Fix: Prismatic Powders QR scan now extracts manufacturer/SKU/color from URL path
  and uses full LookupAsync pipeline instead of relying on page fetch alone
- Fix: iOS Safari 'Login / data Zero KB' download -- add OnRejected HTML response to rate limiter
- Fix: mobile session logout -- ConfigureApplicationCookie with 30-day MaxAge persistent cookie
- Help: new 'Location Filtering & Bin Print' section in Inventory help article
- Help: HelpKnowledgeBase updated with bin filter and print bin details

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-22 15:19:11 -04:00
spouliot 1bb07162cd Inline item editing on Job Details with live pricing and costing updates
- PatchItem: add case-insensitive JSON deserialization; add legacy fallback
  that computes a live breakdown from job items when PricingBreakdownJson is null
- PatchItem: return itemsSubtotal, subtotalBeforeDiscount, subtotalAfterDiscount,
  taxAmount in JSON response for immediate DOM updates
- GetCostingBreakdown: use job.FinalPrice as revenue (not invoice total) so
  costing figures reflect inline edits before an invoice exists
- Details.cshtml: add data-pb attributes to visible pricing rows; add
  job-final-price-display class to visible Total element
- Details.cshtml: wire afterSave callback to call costing.load() after each edit
- inline-item-edit.js: add afterSave hook in commit(); clean up debug logging
- Help docs: add Inline Price Editing sections to Jobs, Quotes, and Invoices
  help articles; add inline editing + job costing revenue notes to AI knowledge base

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-20 23:56:36 -04:00
spouliot eb13283e76 Fix inline edit not updating pricing breakdown on Job Details
Jobs/PatchItem now returns the full breakdown (itemsSubtotal,
subtotalBeforeDiscount, subtotalAfterDiscount, taxAmount) so all rows
in the pricing card update live without a page refresh.

Added data-pb attributes to the matching spans in the pricing panel.
Updated window.inlineItemEdit.totals config for jobs to map each
response key to its DOM selector.

updateTotals in inline-item-edit.js is now fully generic — cfg.totals
keys must match server response property names directly, eliminating
the old hardcoded tax/taxAmount and balance/balanceDue mismatches.
Updated Quote and Invoice configs accordingly (tax→taxAmount,
balance→balanceDue).

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-20 22:58:26 -04:00
spouliot eaab0af51f Fix facility overhead missing from invoices on quote-based jobs
For quote-based jobs, invoice creation now reads fee components (oven,
facility overhead, shop supplies, rush fee) from the job's
PricingBreakdownJson snapshot rather than the source quote. The
FacilityOverheadCost column was added to Quotes in May 2026; older
quotes have 0 there even though overhead was included in their total,
causing invoices to silently drop the overhead charge. The job snapshot
is updated on every save so it always reflects the current pricing.
Tax rate and discount still come from the source quote as agreed terms.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-20 22:18:52 -04:00
spouliot b241daf15e Add packing slip PDF to invoice details page
Generates a no-price packing slip (items, color, qty + signature line) via
QuestPDF. New DownloadPackingSlip action reuses existing invoice data pipeline;
Packing Slip button opens inline in a new tab same as Print/PDF.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-20 16:52:46 -04:00
spouliot b9e9449c8b Convert non-deposit payments to customer credits on invoice void
When voiding an invoice that has non-deposit payments (e.g. CC charges),
those payments are now converted to CRED- Deposit records so the money
trail is preserved and the credit auto-applies to the replacement invoice.
Deposits that were applied to the voided invoice are also re-released so
they can auto-apply again. Void confirmation dialog and success message
both reflect the credit amount when applicable.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-20 13:42:54 -04:00
spouliot fd38785942 Fix voided invoice leaving deposits locked as applied
When an invoice was voided, deposits auto-applied at invoice creation
kept their AppliedToInvoiceId pointing at the voided invoice. The
replacement invoice lookup (AppliedToInvoiceId == null) skipped them,
so the deposit was never re-applied and the customer was charged in full.

Void now clears AppliedToInvoiceId/AppliedDate on all deposits tied to
the invoice so they're available for the next invoice, and credits the
CustomerDeposits 2300 liability account to restore the balance that was
debited when the deposits were originally applied.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-20 13:27:10 -04:00
spouliot 33277de727 Payment hardening: InvariantCulture on JS literals, remove dead CustomerEmail
Razor numeric expressions emitted into JS literals (MAX_TOTAL,
SURCHARGE_VALUE) now use InvariantCulture, matching the pattern already
used on the deposit page. Without this, a server culture with comma
decimal separators would silently truncate values like 2.5% to 2.

CustomerEmail removed from PaymentPageViewModel and
DepositPaymentPageViewModel — it was populated from the DB on every
payment page load but never consumed after receipt_email was removed
from the Stripe PaymentIntent.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-20 13:20:47 -04:00
spouliot 7fa385aeb8 Inline item editing on details pages; fix Stripe receipt_email
Allow description, quantity, and price to be edited inline on Quote,
Job, and Invoice details pages without re-opening the wizard. Coating
and prep service rows remain read-only by design. Invoice editing is
gated to Draft/Sent/Overdue statuses; totals update live in the DOM.

Remove receipt_email from Stripe PaymentIntent creation so customers
can use any email they choose at checkout — Stripe validates format
and sends the receipt to whatever the customer enters in the Payment
Element, eliminating the risk of a stored email mismatch blocking a
payment from processing.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-20 11:49:04 -04:00
spouliot 24f3df1bbc Jobs list defaults to On Floor; add Completed filter pill; fix encoding bugs
- /Jobs now redirects to ?statusGroup=active so completed jobs don't clutter the default view
- Add Completed pill (filters Completed + ReadyForPickup + Delivered)
- Pill badge counts are now global DB counts, not page-local item counts
- Ready pill badge now shows ReadyForPickup-only count
- All pill links to ?statusGroup=all to bypass the redirect
- Fix double-encoded &amp; in Completed filter alert label
- Fix corrupted em dash (â€") in Customers/Details billing email fallback text

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-19 20:11:33 -04:00
spouliot 551116d7e5 Mobile layout fix for Job Details items; coat color on invoice line items
- Job Details: hide desktop item tables on mobile (d-none d-lg-block) so only
  the existing mobile-card layout shows on small screens — prevents 20-line rows
  on a narrow phone display
- Invoices Create (ForJob path): load job item coats and derive ColorName from
  coat colors when the item itself has no explicit color set; multiple coats join
  as 'Color1 / Color2' — lets customers distinguish repeated items (e.g. multiple
  caliper sets) on the invoice

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-19 19:34:54 -04:00
spouliot 4a7087cc0c Fix NoExtraLayerCharge dropped in DeleteItem pricing recalculation
After deleting a job item, the remaining-items DTO projection was missing
NoExtraLayerCharge, causing PricingCalculationService to treat all coats as
extra-charge when recalculating the job total post-delete.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-19 18:37:29 -04:00
spouliot 59b152c89f Fix noExtraLayerCharge missing from Job Details wizard item projection
WizardExistingItems coat serialization in Details GET omitted noExtraLayerCharge,
so editing a line item from the Details page always lost the no-charge flag.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-19 18:36:04 -04:00
spouliot 441898b52f Fix NoExtraLayerCharge not persisting on quotes and job EditItems reload
- QuotePricingAssemblyService.BuildQuoteItemCoat: map NoExtraLayerCharge from
  CreateQuoteItemCoatDto to QuoteItemCoat on every quote save (was always omitted)
- JobsController.EditItems GET: include NoExtraLayerCharge in coat mapping when
  reloading existing items for the wizard (was dropped, causing revert on second edit)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-19 18:33:50 -04:00
spouliot df504674e9 Add oven/batch settings to job create and edit forms
CreateJobDto and UpdateJobDto now carry OvenCostId, OvenBatches, and
OvenCycleMinutes. The Create POST sets these on the new Job entity and
passes them to the pricing engine; the Edit GET populates them from the
existing job so the form reflects saved values, and the Edit POST writes
them back before repricing.

Both Jobs/Create.cshtml and Jobs/Edit.cshtml now include an Oven & Batch
Settings card (matching the quote form) with oven selector, batch count,
and cycle time inputs. The wizard init block now passes the selected
OvenCostId instead of null so live auto-pricing reflects the oven cost.

ViewBag.DefaultOvenCycleMinutes added to PopulateCreateEditWizardViewBagsAsync
so the placeholder in both views shows the company default.

Also fixed: NoExtraLayerCharge was missing from the Edit GET coat DTO
mapping (would have caused the flag to reset to false on next edit).

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-19 16:27:54 -04:00