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>
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>
Multi-word search now uses Array.every so word order doesn't matter.
Scroll is reset to top after each filter so visible items aren't hidden
off-screen. A forced layout reflow (offsetHeight read) ensures iOS Safari
re-registers filtered-in elements as interactive — without it, items that
transition from display:none back to visible remain unresponsive to taps.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Progress widget dismiss now POSTs to Dashboard/DismissProgressWidget, writing
GuidedActivationDismissedAt to the DB so the widget stays hidden across devices
and cache clears (localStorage alone wasn't enough). BuildShopProgressWidgetAsync
suppresses the widget server-side when AllDone + dismissed.
New SuperAdmin page at /OnboardingProgress shows the activation funnel across
all tenant companies: wizard status, chosen path, milestone progress bar, key
dates (first job/quote, first invoice, workflow completed, widget dismissed),
and a status badge (Not Started / In Progress / Complete / Dismissed). Nav link
added under Users & Activity in the Platform Management sidebar.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Shows an × button in the top-right of the completion card so users can
permanently hide the widget once they've seen the success message. Dismissal
is stored in localStorage (same pattern as the collapse state) so it persists
across page loads without requiring a DB migration. The widget hides itself
on the next load before any layout is shown, avoiding a flash.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
The previous AnyAsync check used global query filters which hide
soft-deleted records. Deleting a lookup sets UpdatedAt on the record
(EF interceptor stamps Modified entities) but the IsDeleted filter
made it invisible to the query. Added ignoreQueryFilters: true with
an explicit CompanyId predicate so soft-deleted lookups are included —
any deletion or edit now correctly marks the step complete.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Injects ISubscriptionService into DashboardController and calls
GetUserCountAsync to check the plan's MaxUsers limit. When MaxUsers == 1
the "Bring your crew in" step is omitted from the progress widget entirely,
so solo-plan users aren't prompted to do something their subscription
doesn't allow. Plans with MaxUsers > 1 or unlimited (-1) show the step
as before.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
GettingStarted.cshtml: updated Setup Wizard description from 10-step to
5-step, revised time estimate (5–10 min), added new "After the Wizard"
section explaining the guided activation first-workflow flow and the
progress widget (what it tracks, how the highlight works, when it
disappears, Admin-only visibility).
HelpKnowledgeBase.cs (AI assistant): updated Setup Wizard entry to 5 steps,
replaced old step list (removed steps 5–8, 10), updated new company
quick-start checklist to reference the 5-step wizard and the post-wizard
progress widget. Added new GUIDED ACTIVATION section covering the two
onboarding paths (Quote First / Job First), the Daily Board intro experience,
and how the banner auto-dismisses. Updated Common Workflows to reflect the
new onboarding order. Dashboard section now describes the progress widget
and its six tracked steps.
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>
QuoteApprovalController's constructor changed from ApplicationDbContext to
IUnitOfWork in Phase 3, but the test helper was still passing the raw context.
Wrap context in UnitOfWork in CreateController; tests seed/assert through
context directly so the same instance works correctly.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
AutoMapper 12+ throws AutoMapperMappingException when mapping a non-empty
collection for which no element type map is registered. Invoice.CreditApplications
and Invoice.Refunds had no CreateMap entries, so the invoice Details view worked
fine until the first credit or refund existed — at that point AutoMapper tried
to map the element type and threw, causing the catch block to redirect to the
invoice list with a generic "failed to load" error.
Fix: mark CreditApplications and Refunds as Ignore() in the Invoice->InvoiceDto
AutoMapper profile. Both collections are already built manually in
BuildInvoiceDtoAsync, matching the existing GiftCertificateRedemptions pattern.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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>
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>
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>
Defines the target architecture for eliminating direct ApplicationDbContext
injection from controllers. Documents the three-tier model (generic repo,
typed domain repos, read services), the 6 typed repository interfaces to
build, the 2 reporting service interfaces to build, permanent exceptions,
and the 4-phase migration roadmap with per-controller checklist.
CLAUDE.md updated with the hard rule and tier quick-reference so every
session and every team member sees the constraint immediately.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Email delivery failures and PDF generation errors now show a permanent
warning/error toast that requires manual dismissal, so users cannot
accidentally miss critical action-blocking feedback.
- ToastHelper: WarningPermanent TempData key + Warning/WarningPermanent
extension methods on both ITempDataDictionary and Controller
- SetNotificationResultToast: NotificationStatus.Failed now uses
ToastWarningPermanent (previously auto-dismissed in 5 s)
- InvoicesController.Send: TempData["Warning"] → TempData["WarningPermanent"]
when PDF generation or email dispatch fails
- InvoicesController.DownloadPdf: TempData["Error"] → TempData["ErrorPermanent"]
with the actual exception message so root cause is visible
- _Layout.cshtml: WarningPermanent hidden div
- toast-notifications.js: WarningPermanent handler (timeOut: 0)
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>
- 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>
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>
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>
- HelpKnowledgeBase: full AI price check section (verdicts, confidence,
category paths, run limit, how to use, common questions)
- Inventory help article: new 'AI Catalog Price Check' section with
verdicts, step-by-step instructions, caveats, and on-page nav link
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Replace with generic 'AI', 'AI agent', or 'AI system' throughout.
Keeps the underlying vendor implementation details off the UI.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Button: 'Run/Re-run Price Check' -> 'Analyze Catalog with AI'
- Add info card explaining what the analysis does, verdict meanings,
and the disclaimer to verify operating costs before running
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- GET: sets ViewBag.NextRunAvailable if last run was within 90 days;
view disables the button and shows the next eligible date
- POST: returns early with a warning if called before the 90-day window
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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>
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>
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>
Was still estimating based on 3 concurrent waves (old model).
Sequential mode runs ~18s per batch, so 500 items ≈ 6 minutes.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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>
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>
- Skip $0-priced items (placeholders/category headers) in RunAiPriceCheck
- Build full category path (e.g. "Cerakote > Firearms") via BuildCategoryPath
so Claude receives coating-type context — Cerakote pricing differs significantly
from standard powder coat
- Update AI system prompt to instruct Claude to use the category path when
determining process type, equipment, cure times, and market rates
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
500-item catalog was making 50 sequential API calls, causing progressive rate-limit
throttling (explains "super slow towards the end") and ~$3 in credits.
- BatchSize: 10 → 25 (word limits are in place; 25 items × ~80 tokens ≈ 2000
output tokens, well within MaxTokens=8192 — the original truncation cause)
- Run up to 3 batches concurrently via SemaphoreSlim(3) — independent API calls
with no shared state, so no growing context issue
- For a 500-item catalog: 50 sequential calls → 20 calls in ~7 parallel waves,
roughly 4× faster and 60% cheaper
- Dropped unused `costs` param from AnalyzeBatchAsync (system prompt has all costs)
- JS progress timing updated to reflect parallel waves
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Still seeing stubs despite MaxTokens=8192 — smaller batches and explicit
word limits in the prompt eliminate any remaining truncation risk.
- BatchSize: 15 → 10 (~1200 output tokens per batch vs. potential 3000+)
- Prompt: added 20-word cap on assumptions, 25-word cap on reasoning
- Prompt: strengthened "nothing before or after the '['" instruction
- Error log: now includes item IDs and first 300 chars of raw response
so the next failure tells us exactly what Claude returned
- JS timing: updated batch divisor from 25 → 10 to match actual batch size
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Root cause: MaxTokens=4096 was too low — 25 items at ~250 tokens each hit the
limit mid-array (logged error showed Path: $[17]).
- MaxTokens: 4096 → 8192
- BatchSize: 25 → 15 items (keeps each response well under the limit)
- StripJsonFences → ExtractJsonArray: now also handles prose before/after the
JSON array, and recovers truncated responses by finding the last complete
object and closing the array — so partial batches return whatever Claude
finished rather than nothing
- GET action: added try-catch around ResultsJson deserialization so a bad DB
row shows a friendly "re-run" warning instead of a raw error page
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
File was written to repo-root wwwroot/ instead of
src/PowderCoating.Web/wwwroot/ — causing a 404 and MIME type refusal.
Moved to the correct location.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Shows a modal overlay with animated progress bar and batch-aware status messages
while Claude is analyzing. Progress animates in two phases: ease-out to ~85%
over the estimated duration, then a slow crawl to 99% so it never falsely
"completes" before the server responds.
- Overlay driven by CSS (hidden until .active added by JS)
- Item count passed from controller as data-item-count on the run button
- Batch count derived from item count (batches of 25) to show accurate
"Analyzing batch N of M…" messages
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
spouliot