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>

src/PowderCoating.Application/DTOs/Invoice/InvoiceDtos.cs

@@ -57,6 +57,7 @@ public class InvoiceDto
     public string? InternalNotes { get; set; }
     public string? Terms { get; set; }
     public string? CustomerPO { get; set; }
+    public string? ProjectName { get; set; }
     public string? ExternalReference { get; set; }
     public int? SalesTaxAccountId { get; set; }
     public string? SalesTaxAccountName { get; set; }
@@ -88,6 +89,7 @@ public class CreateInvoiceDto
     public string? InternalNotes { get; set; }
     public string? Terms { get; set; }
     public string? CustomerPO { get; set; }
+    public string? ProjectName { get; set; }
     /// <summary>Early-payment discount percentage parsed from the customer's payment terms (e.g., 2.0 for "2/10 Net 30"). Informational — does not auto-apply.</summary>
     public decimal EarlyPaymentDiscountPercent { get; set; }
     /// <summary>Number of days within which the early-payment discount applies (e.g., 10 for "2/10 Net 30").</summary>
@@ -105,6 +107,7 @@ public class UpdateInvoiceDto
     public string? InternalNotes { get; set; }
     public string? Terms { get; set; }
     public string? CustomerPO { get; set; }
+    public string? ProjectName { get; set; }
     public List<CreateInvoiceItemDto> InvoiceItems { get; set; } = new();
 }
 

src/PowderCoating.Application/DTOs/Job/JobDtos.cs

@@ -52,6 +52,7 @@ public class JobDto
     public decimal DiscountValue { get; set; }
     public string? DiscountReason { get; set; }
     public string? CustomerPO { get; set; }
+    public string? ProjectName { get; set; }
     public string? SpecialInstructions { get; set; }
     public string? InternalNotes { get; set; }
     public string? Tags { get; set; }
@@ -114,6 +115,7 @@ public class JobListDto
     public string? CustomerEmail { get; set; }
     public bool CustomerNotifyByEmail { get; set; } = true;
     public string? CustomerPO { get; set; }
+    public string? ProjectName { get; set; }
     public DateTime? ScheduledDate { get; set; }
     public DateTime? DueDate { get; set; }
     public decimal FinalPrice { get; set; }
@@ -167,6 +169,7 @@ public class CreateJobDto
     [StringLength(100, ErrorMessage = "Customer PO cannot exceed 100 characters")]
     [Display(Name = "Customer PO")]
     public string? CustomerPO { get; set; }
+    public string? ProjectName { get; set; }
 
     [StringLength(2000, ErrorMessage = "Special instructions cannot exceed 2000 characters")]
     [Display(Name = "Special Instructions")]
@@ -252,6 +255,7 @@ public class UpdateJobDto
     [StringLength(100, ErrorMessage = "Customer PO cannot exceed 100 characters")]
     [Display(Name = "Customer PO")]
     public string? CustomerPO { get; set; }
+    public string? ProjectName { get; set; }
 
     [StringLength(2000, ErrorMessage = "Special instructions cannot exceed 2000 characters")]
     [Display(Name = "Special Instructions")]

src/PowderCoating.Application/DTOs/Quote/QuoteDtos.cs

@@ -107,6 +107,7 @@ public class QuoteDto
     public string? Terms { get; set; }
     public string? Notes { get; set; }
     public string? CustomerPO { get; set; }
+    public string? ProjectName { get; set; }
     public string? Tags { get; set; }
 
     // Items
@@ -234,6 +235,7 @@ public class CreateQuoteDto
     [Display(Name = "Customer PO Number")]
     [StringLength(50)]
     public string? CustomerPO { get; set; }
+    public string? ProjectName { get; set; }
 
     [Display(Name = "Tags")]
     [StringLength(500)]
@@ -376,6 +378,7 @@ public class UpdateQuoteDto
     [Display(Name = "Customer PO Number")]
     [StringLength(50)]
     public string? CustomerPO { get; set; }
+    public string? ProjectName { get; set; }
 
     [Display(Name = "Tags")]
     [StringLength(500)]

src/PowderCoating.Application/Mappings/InvoiceProfile.cs

@@ -19,6 +19,7 @@ public class InvoiceProfile : Profile
 
         CreateMap<Invoice, InvoiceDto>()
             .ForMember(d => d.JobNumber, o => o.MapFrom(s => s.Job != null ? s.Job.JobNumber : string.Empty))
+            .ForMember(d => d.ProjectName, o => o.MapFrom(s => s.ProjectName ?? (s.Job != null ? s.Job.ProjectName : null)))
             .ForMember(d => d.CustomerName, o => o.MapFrom(s => s.Customer != null
                 ? (s.Customer.IsCommercial
                     ? s.Customer.CompanyName

src/PowderCoating.Application/Services/PdfService.cs

@@ -217,6 +217,8 @@ public class PdfService : IPdfService
                     c.Item().Text($"Job #: {invoice.JobNumber}");
                     if (!string.IsNullOrWhiteSpace(invoice.CustomerPO))
                         c.Item().Text($"PO #: {invoice.CustomerPO}");
+                    if (!string.IsNullOrWhiteSpace(invoice.ProjectName))
+                        c.Item().Text($"Project: {invoice.ProjectName}");
                 });
             });
 
@@ -609,6 +611,15 @@ public class PdfService : IPdfService
                     row.RelativeItem().Text(quote.CustomerPO).FontSize(9);
                 });
             }
+
+            if (!string.IsNullOrWhiteSpace(quote.ProjectName))
+            {
+                column.Item().Row(row =>
+                {
+                    row.ConstantItem(80).Text("Project:").FontSize(9);
+                    row.RelativeItem().Text(quote.ProjectName).FontSize(9);
+                });
+            }
         });
     }
 

src/PowderCoating.Core/Entities/Invoice.cs

@@ -48,6 +48,7 @@ public class Invoice : BaseEntity
     public string? InternalNotes { get; set; }
     public string? Terms { get; set; }
     public string? CustomerPO { get; set; }
+    public string? ProjectName { get; set; }
 
     /// <summary>
     /// Early payment discount percentage (e.g., 2 means 2% discount).

src/PowderCoating.Core/Entities/Job.cs

@@ -47,6 +47,7 @@ public class Job : BaseEntity
 
     // Additional Information
     public string? CustomerPO { get; set; }
+    public string? ProjectName { get; set; }
     public string? SpecialInstructions { get; set; }
     public string? InternalNotes { get; set; }  // Internal notes from quote
     public string? Tags { get; set; }

src/PowderCoating.Core/Entities/Quote.cs

@@ -88,6 +88,7 @@ public class Quote : BaseEntity
     public string? Terms { get; set; }
     public string? Notes { get; set; }
     public string? CustomerPO { get; set; }
+    public string? ProjectName { get; set; }
     public string? Tags { get; set; }
 
     // Conversion tracking

src/PowderCoating.Infrastructure/Migrations/20260608182208_AddProjectNameToQuotesAndJobs.cs

@@ -0,0 +1,81 @@
+using System;
+using Microsoft.EntityFrameworkCore.Migrations;
+
+#nullable disable
+
+namespace PowderCoating.Infrastructure.Migrations
+{
+    /// <inheritdoc />
+    public partial class AddProjectNameToQuotesAndJobs : Migration
+    {
+        /// <inheritdoc />
+        protected override void Up(MigrationBuilder migrationBuilder)
+        {
+            migrationBuilder.AddColumn<string>(
+                name: "ProjectName",
+                table: "Quotes",
+                type: "nvarchar(max)",
+                nullable: true);
+
+            migrationBuilder.AddColumn<string>(
+                name: "ProjectName",
+                table: "Jobs",
+                type: "nvarchar(max)",
+                nullable: true);
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 1,
+                column: "CreatedAt",
+                value: new DateTime(2026, 6, 8, 18, 22, 3, 652, DateTimeKind.Utc).AddTicks(7640));
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 2,
+                column: "CreatedAt",
+                value: new DateTime(2026, 6, 8, 18, 22, 3, 652, DateTimeKind.Utc).AddTicks(7646));
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 3,
+                column: "CreatedAt",
+                value: new DateTime(2026, 6, 8, 18, 22, 3, 652, DateTimeKind.Utc).AddTicks(7647));
+        }
+
+        /// <inheritdoc />
+        protected override void Down(MigrationBuilder migrationBuilder)
+        {
+            migrationBuilder.DropColumn(
+                name: "ProjectName",
+                table: "Quotes");
+
+            migrationBuilder.DropColumn(
+                name: "ProjectName",
+                table: "Jobs");
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 1,
+                column: "CreatedAt",
+                value: new DateTime(2026, 6, 1, 12, 29, 35, 841, DateTimeKind.Utc).AddTicks(9377));
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 2,
+                column: "CreatedAt",
+                value: new DateTime(2026, 6, 1, 12, 29, 35, 841, DateTimeKind.Utc).AddTicks(9381));
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 3,
+                column: "CreatedAt",
+                value: new DateTime(2026, 6, 1, 12, 29, 35, 841, DateTimeKind.Utc).AddTicks(9382));
+        }
+    }
+}

src/PowderCoating.Infrastructure/Migrations/20260609124827_AddInvoiceProjectName.cs

@@ -0,0 +1,71 @@
+using System;
+using Microsoft.EntityFrameworkCore.Migrations;
+
+#nullable disable
+
+namespace PowderCoating.Infrastructure.Migrations
+{
+    /// <inheritdoc />
+    public partial class AddInvoiceProjectName : Migration
+    {
+        /// <inheritdoc />
+        protected override void Up(MigrationBuilder migrationBuilder)
+        {
+            migrationBuilder.AddColumn<string>(
+                name: "ProjectName",
+                table: "Invoices",
+                type: "nvarchar(max)",
+                nullable: true);
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 1,
+                column: "CreatedAt",
+                value: new DateTime(2026, 6, 9, 12, 48, 23, 21, DateTimeKind.Utc).AddTicks(2471));
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 2,
+                column: "CreatedAt",
+                value: new DateTime(2026, 6, 9, 12, 48, 23, 21, DateTimeKind.Utc).AddTicks(2477));
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 3,
+                column: "CreatedAt",
+                value: new DateTime(2026, 6, 9, 12, 48, 23, 21, DateTimeKind.Utc).AddTicks(2478));
+        }
+
+        /// <inheritdoc />
+        protected override void Down(MigrationBuilder migrationBuilder)
+        {
+            migrationBuilder.DropColumn(
+                name: "ProjectName",
+                table: "Invoices");
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 1,
+                column: "CreatedAt",
+                value: new DateTime(2026, 6, 8, 18, 22, 3, 652, DateTimeKind.Utc).AddTicks(7640));
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 2,
+                column: "CreatedAt",
+                value: new DateTime(2026, 6, 8, 18, 22, 3, 652, DateTimeKind.Utc).AddTicks(7646));
+
+            migrationBuilder.UpdateData(
+                table: "PricingTiers",
+                keyColumn: "Id",
+                keyValue: 3,
+                column: "CreatedAt",
+                value: new DateTime(2026, 6, 8, 18, 22, 3, 652, DateTimeKind.Utc).AddTicks(7647));
+        }
+    }
+}

src/PowderCoating.Infrastructure/Migrations/ApplicationDbContextModelSnapshot.cs

@@ -4269,6 +4269,9 @@ namespace PowderCoating.Infrastructure.Migrations
                     b.Property<string>("PreparedById")
                         .HasColumnType("nvarchar(450)");
 
+                    b.Property<string>("ProjectName")
+                        .HasColumnType("nvarchar(max)");
+
                     b.Property<string>("PublicViewToken")
                         .HasColumnType("nvarchar(max)");
 
@@ -4560,6 +4563,9 @@ namespace PowderCoating.Infrastructure.Migrations
                     b.Property<string>("PricingBreakdownJson")
                         .HasColumnType("nvarchar(max)");
 
+                    b.Property<string>("ProjectName")
+                        .HasColumnType("nvarchar(max)");
+
                     b.Property<int?>("QuoteId")
                         .HasColumnType("int");
 
@@ -7053,7 +7059,7 @@ namespace PowderCoating.Infrastructure.Migrations
                         {
                             Id = 1,
                             CompanyId = 0,
-                            CreatedAt = new DateTime(2026, 6, 1, 12, 29, 35, 841, DateTimeKind.Utc).AddTicks(9377),
+                            CreatedAt = new DateTime(2026, 6, 9, 12, 48, 23, 21, DateTimeKind.Utc).AddTicks(2471),
                             Description = "Standard pricing for regular customers",
                             DiscountPercent = 0m,
                             IsActive = true,
@@ -7064,7 +7070,7 @@ namespace PowderCoating.Infrastructure.Migrations
                         {
                             Id = 2,
                             CompanyId = 0,
-                            CreatedAt = new DateTime(2026, 6, 1, 12, 29, 35, 841, DateTimeKind.Utc).AddTicks(9381),
+                            CreatedAt = new DateTime(2026, 6, 9, 12, 48, 23, 21, DateTimeKind.Utc).AddTicks(2477),
                             Description = "5% discount for preferred customers",
                             DiscountPercent = 5m,
                             IsActive = true,
@@ -7075,7 +7081,7 @@ namespace PowderCoating.Infrastructure.Migrations
                         {
                             Id = 3,
                             CompanyId = 0,
-                            CreatedAt = new DateTime(2026, 6, 1, 12, 29, 35, 841, DateTimeKind.Utc).AddTicks(9382),
+                            CreatedAt = new DateTime(2026, 6, 9, 12, 48, 23, 21, DateTimeKind.Utc).AddTicks(2478),
                             Description = "10% discount for premium customers",
                             DiscountPercent = 10m,
                             IsActive = true,
@@ -7385,6 +7391,9 @@ namespace PowderCoating.Infrastructure.Migrations
                     b.Property<decimal>("ProfitPercent")
                         .HasColumnType("decimal(18,2)");
 
+                    b.Property<string>("ProjectName")
+                        .HasColumnType("nvarchar(max)");
+
                     b.Property<string>("ProspectAddress")
                         .HasColumnType("nvarchar(max)");
 

src/PowderCoating.Infrastructure/Services/NotificationService.cs

@@ -94,7 +94,7 @@ public class NotificationService : INotificationService
                     quote.CompanyId, NotificationType.QuoteSent, values,
                     $"Your Quote {quote.QuoteNumber} from {companyName}");
 
-                var fullHtml = AppendUnsubscribeFooterHtml(htmlBody, token: null, company, baseUrl);
+                var fullHtml = AppendUnsubscribeFooterHtml(htmlBody, token: null, company, baseUrl, replyToEmail);
                 var plainText = StripHtml(fullHtml);
 
                 var (success, error) = await _emailService.SendEmailAsync(
@@ -137,7 +137,7 @@ public class NotificationService : INotificationService
                     quote.CompanyId, NotificationType.QuoteSent, values,
                     $"Your Quote {quote.QuoteNumber} from {companyName}");
 
-                var fullHtml = AppendUnsubscribeFooterHtml(htmlBody, customer.UnsubscribeToken, company, baseUrl);
+                var fullHtml = AppendUnsubscribeFooterHtml(htmlBody, customer.UnsubscribeToken, company, baseUrl, replyToEmail);
                 var plainText = StripHtml(fullHtml);
 
                 var (success, error, recipientsLog) = await SendToEmailListAsync(
@@ -300,7 +300,7 @@ public class NotificationService : INotificationService
                     quote.CompanyId, NotificationType.QuoteApproved, values,
                     $"Quote {quote.QuoteNumber} Approved — {companyName}");
 
-                var fullHtml = AppendUnsubscribeFooterHtml(htmlBody, customer.UnsubscribeToken, company, await GetBaseUrlAsync());
+                var fullHtml = AppendUnsubscribeFooterHtml(htmlBody, customer.UnsubscribeToken, company, await GetBaseUrlAsync(), replyToEmail);
                 var plainText = StripHtml(fullHtml);
 
                 var (success, error, recipientsLog) = await SendToEmailListAsync(
@@ -383,7 +383,7 @@ public class NotificationService : INotificationService
                 var (subject, htmlBody) = await GetRenderedEmailAsync(
                     job.CompanyId, notifType, values, defaultSubject);
 
-                var fullHtml = AppendUnsubscribeFooterHtml(htmlBody, customer.UnsubscribeToken, company, await GetBaseUrlAsync());
+                var fullHtml = AppendUnsubscribeFooterHtml(htmlBody, customer.UnsubscribeToken, company, await GetBaseUrlAsync(), replyToEmail);
                 var plainText = StripHtml(fullHtml);
 
                 var (success, error, recipientsLog) = await SendToEmailListAsync(
@@ -451,7 +451,7 @@ public class NotificationService : INotificationService
                     job.CompanyId, NotificationType.JobCompleted, values,
                     $"Job {job.JobNumber} Complete — {companyName}");
 
-                var fullHtml = AppendUnsubscribeFooterHtml(htmlBody, customer.UnsubscribeToken, company, await GetBaseUrlAsync());
+                var fullHtml = AppendUnsubscribeFooterHtml(htmlBody, customer.UnsubscribeToken, company, await GetBaseUrlAsync(), replyToEmail);
                 var plainText = StripHtml(fullHtml);
 
                 var (success, error, recipientsLog) = await SendToEmailListAsync(
@@ -674,7 +674,7 @@ public class NotificationService : INotificationService
                         """;
                 }
 
-                var fullHtml = AppendUnsubscribeFooterHtml(htmlBody, customer.UnsubscribeToken, company, await GetBaseUrlAsync());
+                var fullHtml = AppendUnsubscribeFooterHtml(htmlBody, customer.UnsubscribeToken, company, await GetBaseUrlAsync(), replyToEmail);
                 var plainText = !string.IsNullOrEmpty(paymentUrl)
                     ? StripHtml(htmlBody) + $"\r\n\r\nPay online: {paymentUrl}"
                     : StripHtml(fullHtml);
@@ -793,7 +793,7 @@ public class NotificationService : INotificationService
                     invoice.CompanyId, NotificationType.PaymentReceived, values,
                     $"Payment Received — Invoice {invoice.InvoiceNumber}");
 
-                var fullHtml = AppendUnsubscribeFooterHtml(htmlBody, customer.UnsubscribeToken, company, await GetBaseUrlAsync());
+                var fullHtml = AppendUnsubscribeFooterHtml(htmlBody, customer.UnsubscribeToken, company, await GetBaseUrlAsync(), replyToEmail);
                 var plainText = StripHtml(fullHtml);
 
                 var (success, error, recipientsLog) = await SendToEmailListAsync(
@@ -867,7 +867,7 @@ public class NotificationService : INotificationService
                     invoice.CompanyId, NotificationType.PaymentReminder, values,
                     $"Payment Reminder — Invoice {invoice.InvoiceNumber} ({daysOverdue} days overdue)");
 
-                var fullHtml = AppendUnsubscribeFooterHtml(htmlBody, customer.UnsubscribeToken, company, await GetBaseUrlAsync());
+                var fullHtml = AppendUnsubscribeFooterHtml(htmlBody, customer.UnsubscribeToken, company, await GetBaseUrlAsync(), replyToEmail);
                 var plainText = StripHtml(fullHtml);
 
                 var (success, error, recipientsLog) = await SendToEmailListAsync(
@@ -971,7 +971,7 @@ public class NotificationService : INotificationService
             var (subject, htmlBody) = await GetRenderedEmailAsync(
                 quote.CompanyId, notificationType, values, defaultSubject);
 
-            var fullHtml = AppendUnsubscribeFooterHtml(htmlBody, token: null, company, await GetBaseUrlAsync());
+            var fullHtml = AppendUnsubscribeFooterHtml(htmlBody, token: null, company, await GetBaseUrlAsync(), replyToEmail);
             var plainText = StripHtml(fullHtml);
 
             var (success, error) = await _emailService.SendEmailAsync(
@@ -1218,7 +1218,7 @@ public class NotificationService : INotificationService
                         var (custSubject, custHtml) = await GetRenderedEmailAsync(
                             appointment.CompanyId, NotificationType.AppointmentReminder, customerValues, defaultSubject);
 
-                        var custFullHtml  = AppendUnsubscribeFooterHtml(custHtml, customer.UnsubscribeToken, company, baseUrl);
+                        var custFullHtml  = AppendUnsubscribeFooterHtml(custHtml, customer.UnsubscribeToken, company, baseUrl, replyToEmail);
                         var custPlainText = StripHtml(custFullHtml);
 
                         var (custOk, custErr, custLog) = await SendToEmailListAsync(
@@ -1388,17 +1388,25 @@ public class NotificationService : INotificationService
     /// <summary>
     /// Appends CAN-SPAM required footer as HTML.
     /// </summary>
-    private static string AppendUnsubscribeFooterHtml(string htmlBody, string? token, Company? company = null, string? baseUrl = null)
+    private static string AppendUnsubscribeFooterHtml(string htmlBody, string? token, Company? company = null, string? baseUrl = null, string? replyToEmail = null)
     {
         var hasUnsubscribeUrl = !string.IsNullOrEmpty(token) && !string.IsNullOrEmpty(baseUrl);
         var hasAddress        = company != null && !string.IsNullOrWhiteSpace(company.Address);
+        var hasReplyTo        = !string.IsNullOrWhiteSpace(replyToEmail);
 
-        if (!hasUnsubscribeUrl && !hasAddress)
+        if (!hasUnsubscribeUrl && !hasAddress && !hasReplyTo)
             return htmlBody;
 
         var footer = "<hr style=\"border: none; border-top: 1px solid #eee; margin: 24px 0;\">" +
                      "<p style=\"font-size: 0.8em; color: #888; margin: 0;\">";
 
+        if (hasReplyTo)
+        {
+            var encodedEmail = WebUtility.HtmlEncode(replyToEmail!);
+            footer += $"Questions? Reply to this email or contact us at <a href=\"mailto:{encodedEmail}\" style=\"color: #888;\">{encodedEmail}</a>";
+            if (hasAddress || hasUnsubscribeUrl) footer += "<br>";
+        }
+
         if (hasAddress)
         {
             var addressLine = BuildAddressLine(company!);
@@ -1535,7 +1543,15 @@ public class NotificationService : INotificationService
             .AsNoTracking()
             .FirstOrDefaultAsync(p => p.CompanyId == companyId && !p.IsDeleted);
 
-        return (prefs?.EmailFromAddress, prefs?.EmailFromName);
+        var email = prefs?.EmailFromAddress;
+        var name  = prefs?.EmailFromName;
+
+        if (string.IsNullOrWhiteSpace(email))
+            _logger.LogWarning("No Reply-To email configured for company {CompanyId} — outgoing emails will show platform sender as reply address", companyId);
+        else
+            _logger.LogDebug("Reply-To for company {CompanyId}: {ReplyToEmail}", companyId, email);
+
+        return (email, name);
     }
 
     /// <summary>

src/PowderCoating.Web/Controllers/InvoicesController.cs

@@ -372,6 +372,7 @@ public class InvoicesController : Controller
                 dto.JobId = job.Id;
                 dto.CustomerId = job.CustomerId;
                 dto.CustomerPO = job.CustomerPO;
+                dto.ProjectName = job.ProjectName;
 
                 // Resolve catalog item revenue accounts for pre-population
                 var catalogItemIds = job.JobItems
@@ -710,6 +711,7 @@ public class InvoicesController : Controller
                 InternalNotes = dto.InternalNotes,
                 Terms = dto.Terms,
                 CustomerPO = dto.CustomerPO,
+                ProjectName = dto.ProjectName,
                 CompanyId = currentUser.CompanyId,
                 CreatedAt = DateTime.UtcNow,
                 CreatedBy = currentUser.Email
@@ -901,6 +903,7 @@ public class InvoicesController : Controller
                 InternalNotes = invoice.InternalNotes,
                 Terms = invoice.Terms,
                 CustomerPO = invoice.CustomerPO,
+                ProjectName = invoice.ProjectName ?? invoice.Job?.ProjectName,
                 InvoiceItems = invoice.InvoiceItems
                     .Where(i => !i.IsDeleted)
                     .OrderBy(i => i.DisplayOrder)
@@ -1036,6 +1039,7 @@ public class InvoicesController : Controller
             invoice.InternalNotes = dto.InternalNotes;
             invoice.Terms = dto.Terms;
             invoice.CustomerPO = dto.CustomerPO;
+            invoice.ProjectName = dto.ProjectName;
             invoice.UpdatedAt = DateTime.UtcNow;
             invoice.UpdatedBy = currentUser?.Email;
 

src/PowderCoating.Web/Controllers/QuotesController.cs

@@ -1957,12 +1957,10 @@ public class QuotesController : Controller
             if (dto.SmsConsent)
                 await _notificationService.NotifySmsConsentGrantedAsync(customer);
 
-            // Get "Converted" status (cached)
-            var companyId = _tenantContext.GetCurrentCompanyId() ?? 0;
-            var statuses = await _lookupCache.GetQuoteStatusLookupsAsync(companyId);
-            var convertedStatus = statuses.FirstOrDefault(s => s.StatusCode == AppConstants.StatusCodes.Quote.Converted);
-
-            // Update quote to link to new customer
+            // Update quote to link to new customer.
+            // Do NOT set "Converted" status here — that status is reserved for when a job is
+            // actually created via CreateJobFromQuote. Keeping the quote at "Approved" lets the
+            // user immediately click "Create Job from Quote" on the next screen.
             quote.CustomerId = customer.Id;
 
             // Clear prospect fields
@@ -1977,14 +1975,11 @@ public class QuotesController : Controller
             quote.ProspectSmsConsent = false;
             quote.ProspectSmsConsentedAt = null;
 
-            // Update status to converted
-            quote.QuoteStatusId = convertedStatus?.Id ?? quote.QuoteStatusId;
-
             await _unitOfWork.Quotes.UpdateAsync(quote);
             await _unitOfWork.CompleteAsync();
 
-            this.ToastSuccess($"Prospect/Walk-In successfully converted to customer! Quote {quote.QuoteNumber} has been updated.");
-            return RedirectToAction("Details", "Customers", new { id = customer.Id });
+            this.ToastSuccess($"Customer record created! You can now create a job from quote {quote.QuoteNumber}.");
+            return RedirectToAction(nameof(Details), new { id = dto.QuoteId });
         }
         catch (Exception ex)
         {
@@ -2958,6 +2953,7 @@ public class QuotesController : Controller
                 Total                       = quote.Total
             }),
             CustomerPO              = quote.CustomerPO,
+            ProjectName             = quote.ProjectName,
             InternalNotes           = quote.Notes,  // Copy internal notes from quote
             IsCustomerApproved      = true,
             IsRushJob               = quote.IsRushJob,

src/PowderCoating.Web/Views/Inventory/Index.cshtml

@@ -44,11 +44,21 @@
     </div>
 
     <div class="col-md-3">
-        <div class="card border-0 shadow-sm">
+        <a asp-action="Index" asp-route-lowStockOnly="true" class="text-decoration-none"
+           title="Click to filter list to low stock items">
+            @{ var _lowStockActive = (bool)(ViewBag.LowStockOnly ?? false); }
+            <div class="card border-0 shadow-sm @(_lowStockActive ? "border-danger border" : "")"
+                 style="cursor:pointer;transition:box-shadow .15s;">
                 <div class="card-body">
                     <div class="d-flex justify-content-between align-items-center">
                         <div>
-                        <p class="text-muted mb-1" style="font-size: 0.875rem;">Low Stock Items</p>
+                            <p class="text-muted mb-1" style="font-size: 0.875rem;">
+                                Low Stock Items
+                                @if (lowStockCount > 0)
+                                {
+                                    <i class="bi bi-funnel-fill ms-1 text-danger" style="font-size:.7rem;" title="Click to filter"></i>
+                                }
+                            </p>
                             <h3 class="mb-0 fw-bold @(lowStockCount > 0 ? "text-danger" : "")">@lowStockCount</h3>
                         </div>
                         <div class="rounded-circle p-3" style="background: #fee2e2;">
@@ -57,6 +67,7 @@
                     </div>
                 </div>
             </div>
+        </a>
     </div>
 
     <div class="col-md-3">
@@ -102,11 +113,13 @@
                 <div class="stat-value">@Model.TotalCount</div>
                 <div class="stat-label">Total</div>
             </div>
-            <div class="stat-item">
+            <a asp-action="Index" asp-route-lowStockOnly="true" class="text-decoration-none">
+            <div class="stat-item" style="cursor:pointer;">
                 <div class="stat-icon"><i class="bi bi-exclamation-triangle text-danger"></i></div>
                 <div class="stat-value @(lowStockCount > 0 ? "text-danger" : "")">@lowStockCount</div>
                 <div class="stat-label">Low Stock</div>
             </div>
+            </a>
             <div class="stat-item">
                 <div class="stat-icon"><i class="bi bi-check-circle text-success"></i></div>
                 <div class="stat-value">@activeCount</div>

src/PowderCoating.Web/Views/Invoices/Create.cshtml

@@ -170,6 +170,12 @@
                             <input asp-for="CustomerPO" class="form-control" placeholder="Optional" />
                         </div>
                     </div>
+                    <div class="row g-3 mt-1">
+                        <div class="col-md-12">
+                            <label asp-for="ProjectName" class="form-label fw-semibold mb-0">Project Name</label>
+                            <input asp-for="ProjectName" class="form-control" placeholder="Optional &mdash; prints on invoice" />
+                        </div>
+                    </div>
                     <div class="row g-3 mt-1">
                         <div class="col-md-12">
                             <div class="d-flex align-items-center gap-1">

src/PowderCoating.Web/Views/Invoices/Details.cshtml

@@ -193,6 +193,13 @@
                                     <p class="mb-0">@Model.CustomerPO</p>
                                 </div>
                             }
+                            @if (!string.IsNullOrWhiteSpace(Model.ProjectName))
+                            {
+                                <div class="col-md-6">
+                                    <label class="text-muted small mb-1">Project Name</label>
+                                    <p class="mb-0">@Model.ProjectName</p>
+                                </div>
+                            }
                             @if (!string.IsNullOrWhiteSpace(Model.ExternalReference))
                             {
                                 <div class="col-md-6">

src/PowderCoating.Web/Views/Invoices/Edit.cshtml

@@ -62,6 +62,12 @@
                             <input asp-for="CustomerPO" class="form-control" placeholder="Optional" />
                         </div>
                     </div>
+                    <div class="row g-3 mt-1">
+                        <div class="col-md-12">
+                            <label asp-for="ProjectName" class="form-label fw-semibold">Project Name</label>
+                            <input asp-for="ProjectName" class="form-control" placeholder="Optional &mdash; prints on invoice" />
+                        </div>
+                    </div>
                     <div class="row g-3 mt-1">
                         <div class="col-md-12">
                             <label asp-for="Terms" class="form-label fw-semibold">Payment Terms</label>

src/PowderCoating.Web/Views/Jobs/Create.cshtml

@@ -124,6 +124,10 @@
                         </div>
                         <input asp-for="CustomerPO" class="form-control" placeholder="Enter PO number" />
                     </div>
+                    <div class="col-md-6">
+                        <label asp-for="ProjectName" class="form-label">Project Name</label>
+                        <input asp-for="ProjectName" class="form-control" placeholder="e.g. Kitchen Remodel, Fleet Vehicle #3&hellip;" />
+                    </div>
                     <div class="col-md-7">
                         <div class="d-flex align-items-center gap-1">
                             <label asp-for="SpecialInstructions" class="form-label mb-0">Special Instructions</label>

src/PowderCoating.Web/Views/Jobs/Details.cshtml

@@ -172,6 +172,13 @@
                                 <label class="text-muted small mb-1">Customer PO</label>
                                 <p class="mb-0">@(Model.CustomerPO ?? "Not provided")</p>
                             </div>
+                            @if (!string.IsNullOrEmpty(Model.ProjectName))
+                            {
+                                <div class="col-md-6">
+                                    <label class="text-muted small mb-1">Project</label>
+                                    <p class="mb-0">@Model.ProjectName</p>
+                                </div>
+                            }
                             <div class="col-12">
                                 <label class="text-muted small mb-1">Description</label>
                                 <p class="mb-0">@Model.Description</p>

src/PowderCoating.Web/Views/Jobs/Edit.cshtml

@@ -101,6 +101,10 @@
                         <label asp-for="CustomerPO" class="form-label">Customer PO</label>
                         <input asp-for="CustomerPO" class="form-control" placeholder="Enter PO number" />
                     </div>
+                    <div class="col-md-6">
+                        <label asp-for="ProjectName" class="form-label">Project Name</label>
+                        <input asp-for="ProjectName" class="form-control" placeholder="e.g. Kitchen Remodel, Fleet Vehicle #3&hellip;" />
+                    </div>
                     <div class="col-md-7">
                         <label asp-for="SpecialInstructions" class="form-label">Special Instructions</label>
                         <textarea asp-for="SpecialInstructions" class="form-control" rows="3" placeholder="Any special instructions"></textarea>

src/PowderCoating.Web/Views/Jobs/WorkOrder.cshtml

@@ -357,6 +357,13 @@
                         <div class="info-value">@Model.CustomerPO</div>
                     </div>
                 }
+                @if (!string.IsNullOrWhiteSpace(Model.ProjectName))
+                {
+                    <div class="info-row">
+                        <div class="info-label">Project</div>
+                        <div class="info-value">@Model.ProjectName</div>
+                    </div>
+                }
             </div>
             <div class="col-6">
                 <div class="section-title">

src/PowderCoating.Web/Views/Quotes/Create.cshtml

@@ -187,6 +187,12 @@
                         <input asp-for="CustomerPO" class="form-control" />
                     </div>
                 </div>
+                <div class="row mt-2">
+                    <div class="col-md-6">
+                        <label asp-for="ProjectName" class="form-label"></label>
+                        <input asp-for="ProjectName" class="form-control" placeholder="e.g. Kitchen Remodel, Fleet Vehicle #3&hellip;" />
+                    </div>
+                </div>
                 <div class="row mt-2">
                     <div class="col-md-6">
                         <label asp-for="Notes" class="form-label"></label>

src/PowderCoating.Web/Views/Quotes/Details.cshtml

@@ -183,6 +183,10 @@
                             {
                                 <p><strong>Customer PO:</strong> @Model.CustomerPO</p>
                             }
+                            @if (!string.IsNullOrEmpty(Model.ProjectName))
+                            {
+                                <p><strong>Project:</strong> @Model.ProjectName</p>
+                            }
                         </div>
                     </div>
                     @if (!string.IsNullOrEmpty(Model.Description))

src/PowderCoating.Web/Views/Quotes/Edit.cshtml

@@ -150,6 +150,12 @@
                         <input asp-for="CustomerPO" class="form-control" />
                     </div>
                 </div>
+                <div class="row mt-2">
+                    <div class="col-md-6">
+                        <label asp-for="ProjectName" class="form-label"></label>
+                        <input asp-for="ProjectName" class="form-control" placeholder="e.g. Kitchen Remodel, Fleet Vehicle #3&hellip;" />
+                    </div>
+                </div>
                 <div class="row mt-2">
                     <div class="col-md-6">
                         <label asp-for="Notes" class="form-label"></label>